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Home My WebLink AboutTRB & Associates PSA On-Call Building Plan Check & Inspection Services 07-01-2024 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D AGREEMENT FOR PROFESSIONAL SERVICES TRB AND ASSOCIATES, INC. ON-CALL BUILDING PLAN CHECK AND INSPECTION SERVICES This Agreement for Professional Services (the "Agreement") is made and entered into as of July 1, 2024, by and between the City of Lake Elsinore, a municipal corporation ("City") and TRB and Associates, Inc., a California Corporation ("Consultant"). RECITALS A. The City has determined that it requires the following professional services: On Call Building Plan Check and Inspection Services. B. Consultant has submitted to City a proposal, dated April 1, 2024, 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. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-OE6FD7B1 D75D C. Term. The term of this Agreement shall commence upon execution of this Agreement and, unless earlier terminated as provided elsewhere in this agreement, shall continue in full force until June 30, 2027. The City may, at its discretion, extend the term of this Agreement on a 12-month basis, not to exceed two (2) additional twelve 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 Consultants' Proposal (Exhibit A), which is attached hereto and incorporated herein by reference. In no event shall Consultant's compensation exceed $180,000 dollars (one hundred and eighty thousand dollars), per fiscal year 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:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D 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. G. 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:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D 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:84C61BBA-684C-479D-A98D-OE6FD7B1D75D 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 Page 5 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of 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:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D 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 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:84C61 BBA-684C-479D-A98D-OE6FD7B1 D75D 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: TRB and Associates, Inc. Attn: Todd Bailey 3180 Crow Canyon Place, Suite 216 San Ramon, CA 94583 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:84C61 BBA-684C-479D-A98D-OE6FD7B1 D75D 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:84C61BBA-684C-479D-A98D-OE6FD7B1D75D 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:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D 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 TRB and Associates, Inc., a California corporation corporation. DocuSigned by: DocuSigned by: �#& City Manager By: o alley Its: Principal & Founder ATTEST: by: City 156r APPROVED AS TO FORM: �, i City Attorney Assls an I y Manager Attachments: Exhibit A- Consultant's Proposal Page 11 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D EXHIBIT A CONSULTANT'S PROPOSAL [ATTACHED] Page 12 Statement of Qualifications April I , 2024 C *Ity of L Elsinore Building Plan Check and Inspection Services CONTACT Paul Armstrong,PE,CBO Technical Director I Project Manager 562.566.4144 parmstrong@trbplus.com OFFICE LOCATIONS + Associates Long Beach San Ramon TRB Santa Clara Sacramento www.trbplus.com Las Vegas DocuSign Envelope ID:84C61BBA-684C-479D-A98D-OE6FD7B1D75D STATEMENT OF QUALIFICATIONS TO PROVIDE BuildingPlan Check and CITY r LATE LSIN0RL Inspection Services r DRLAtut EXrKLME April 1 , 2024 PRESENTED TO : The City of Lake Elsinore Via - PlanetBids 130 South Main Street Lake Elsinore, CA 92530 CONTACT INFORMATION : Paul Armstrong, P.E., CBO Technical Director I Project Manager Tel: 562-566-4144 Email: parmstrong@trbplus.com TRB and Associates, Inc. Southern California Office 4182 N. Viking Way, Suite 204 Long Beach, CA 90808 Tel: 562-566-4144 www.trbplus.com TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CITY OF LADE L 1110 P.,E L DREAM EXTREME Table of Contents CoverLetter.............................................................................................. 1-1 CompanyOverview.....................................................................................2-1 Services Description & Approach.................................................................3-1 Client List, References & Project Experience.................................................4-1 Organizational Structure & Resumes............................................................5-1 City Professional Services Agreement & Insurance Coverage..........................6-1 Fee Proposal ...........................................................Submitted as Separate File TRH+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D TRBAssociates COVER LETTER April 1, 2024 City of Lake Elsinore Attn: Shannon Buckley,Assistant City Manager via PlanetBids 130 South Main Street Lake Elsinore, CA 92530 Dear Ms. Buckley: SUBJECT: TRB and Associates Statement of Qualifications to Provide Building Plan Check and Inspection Services TRB and Associates, Inc. (TRB) is pleased to present this Statement of Qualifications to provide Building Plan Check and Inspection Services to the City of Lake Elsinore Building Department for its consideration. In the documentation provided, we have included background information on the company, representative project experience, our Building Services offerings, professional references, and qualifications of our team members for your review. For this engagement, Paul Armstrong, P.E.,CBO has been designated to continue to serve as Project Manager responsible for ensuring timely delivery of quality plan review, building inspection, and staff augmentation services. Paul currently serves in this function for the City of Lake Elsinore as our firm is currently engaged to provide as-needed Building Safety support services to the City. Paul's experience also includes providing Building Safety support services to the Cities of Corona,West Hollywood, Burbank,Santa Ana, Huntington Beach, Fullerton, and Santa Clarita; and the Counties of Los Angeles and San Bernardino. To confirm, Paul will continue to manage all services provided to the City from TRB's Long Beach office. The balance of our proposed staff and are included in Section 5 - Personnel of our Statement of Qualifications. Established in 2006,TRB is a Code Compliance Services California Corporation which provides Plan Review,Inspection,Permit Technician, Code Enforcement, Delegate Chief Building Official, and Disabled Access (CASp) services to municipal building and public works departments.Our company,which comprises over 60 team members,specializes and serves exclusively in the municipal code compliance role. We would like to highlight the following about the company: ✓ As noted earlier, our firm is currently engaged to provide as-needed Building Department services to the City of Lake Elsinore. We also serve more than 75 additional municipalities throughout California. ✓ The staff of TRB includes licensed Civil,Structural,Mechanical,Fire Protection,and Electrical Engineers;Architects;and ICC,CASp,LEED®, and SAP/ATC 20 certified individuals who have an average 25 years of experience in the architecture-engineering-construction industry. ✓ As a value-added service, Paul Armstrong will be available to provide code training to City staff and invited guests if desired by the City. ✓ Our staff are active in industry organizations such as ICC, CALBO, CBOAC, ASCE, and SEAOC. Of note, TRB's roster includes past ICC Chapter Presidents and a CBOAC Board Member Paul Armstrong (Orange Empire Chapter, 2019), Todd Bailey (East Bay Chapter, 2009), and Shelley Loughran (CBOAC 2022). ✓ Our firm was recognized as Industry Member of the Year by the County Building Officials Association of California (CBOAC) in 2019. ✓ We have a strong track record of producing quality results and meeting turnaround goals,a track record to which our clients will attest, Our firm looks forward to the opportunity to continue to assist the City of Lake Elsinore as a Building Services provider. To confirm,this submittal may be deemed binding for a term of 90 days from the date of submittal to the City. If you have questions or need further information, please do not hesitate to contact Paul Armstrong by phone at (562) 270-4095 or by email at parmstrong@trbplus.com. Sincerely, TRB + ASSOCIATES, INC. _— PREFERRED RIMEDUCATION Paul Armstrong, P.E.,CBO Todd Bailey, P.E., LEED AP,CASp, MBA �"ll"r Director of Code Compliance&Project Manager Principal&Founder Ina PROVIDER Las Vegas Office Corporate Office Southern California Office Silicon Valley Office Sacramento Office 5955 Edmond Street,1 F 3180 Crow Canyon Place,Ste 216 4182 N Viking Way,Ste 204 1265 El Camino Real,Ste 209 1900 Point West Way,Ste 261 Las Vegas,NV 89118 San Ramon,CA 94583 Long Beach,CA 90808 Santa Clara,CA 95050 Sacramento,CA 95815 Tel: 702.760.5881 Tel: 925.866.2633 Tel: 562.566.4144 Tel: 408.642.1068 Tel: 916.384.0900 DocuSign Envelope ID:84C61BBA-684C-479D-A98D-0E6FD7B1D75D COMPANY OVERVIEW section two Company Overview TRB and Associates, Inc. (TRB) is a California based building and fire life safety code compliance services corporation with offices in Long Beach, San Ramon, Santa Clara, Sacramento, and Las Vegas. Our firm provides Plan Review, Inspection, Building Department Administration, Delegate Chief Building Official, Disabled Access (CASP) Consulting services to public agencies throughout Southern California, including Cities of Corona, Burbank, Santa Ana, Huntington Beach, Fullerton, Santa Clarita, West Hollywood, Lake Elsinore, and the Counties of San Bernardino and Los Angeles. TRB was established in 2006 and has been a growing business since its founding. The firm is owned by its Principal-in-Charge Todd Bailey, PE, LEED AP, CASp, MBA who has over 25 years of experience working in the Building Safety field in California. Our over 60 team members have an average of 25 years of experience in the Architecture-Engineering-Construction industry, providing building safety code compliance services. Qualified Consulting Firm TRB is a qualified consulting firm with experience providing Building Safety code compliance services. TRB has been providing these services to our clients since its founding. We would like to confirm that our firm has the qualifications and skills necessary to perform the requested services. Our firm and its employees are properly licensed, registered, and/or certified in accordance with applicable federal, state, and local laws, statutes, ordinances, rules, and regulations relating to services proposed. Range of Services ✓ Building and Fire Plan Review ✓ Consulting Chief Building Official ✓ Building and Fire Inspection ✓ Disabled Access (CASp) Consulting ✓ Building Department Administration ✓ Building Standards Codes Training ✓ Code Enforcement Inspection ✓ Civil Plan Review and Inspection Our Commitment In our firm's nearly 20 years in business, we have assembled a team of A. professionals that have been committed to the success of our clients. As the organization continues to grow, we have maintained our core belief in providing a welcoming environment,training, and promotional opportunities, and providing the best service possible to our clients.With TRB,the City of Lake Elsinore will continue to receive an experienced team who understands the needs of public agencies and takes pride in delivering outstanding service. Consider us your partner,and as such we are always on call and always available for everything from simple brainstorming sessions to representing you during meetings with stakeholders. Team Lead Contact Information & Local Office All correspondence and questions related to this statement of qualifications may be directed to our Project Manager, Paul Armstrong, using email, telephone, and/or direct mail. TRB's local office is in Long Beach. Mr. Armstrong and other necessary TRB staff are available to meet with applicants and City staff in-person at City Hall or virtually upon request.All proposed staff are included in this section of the statement of qualifications. Paul Armstrong, PE, CBO Project Office Location Technical Director and Project Manager TRB and Associates,Inc. T: (562) 566-4141 4182 N Viking Way, C: (562) 202-0918 Suite 204 Email: parmstrong(a trbplus.com Long Beach,CA 90808 TRBCITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 2-1 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D SERVICES DESCRIPTION &APPROACH Project Understanding In brief, it is our understanding that the City of Lake Elsinore is seeking qualified consultants to assist with professional building plan review and inspection services on an as-needed basis. It is presumed that all assigned projects are to be reviewed s for adherence to the City of Lake Elsinore's latest adopted Municipal Codes and Title 24 California Building Standards Codes covering structural, fire prevention, life safety,accessibility,energy conservation,green building,plumbing,mechanical,and - A electrical provisions;as well as zoning and grading compliance. We are well familiar -- with State, County, and local requirements, and other relevant industry standards L -_ and are ready to put our knowledge to work for the City. TRB has reviewed the Scope of Services as detailed in the Scope of Required Services of the City's RFQ, and is prepared to: ✓ Perform Commercial, Industrial,and Residential plan checks ✓ Perform Building, Mechanical, Electrical, and Plumbing plan checks ✓ Perform CASP certified, Green Building,and Title 24 plan checks Please be advised that as per the requirements of the City RFQ, hourly rates for services rendered accompany our statement of qualifications submittal under separate cover. The following reflects our proposed work plan for providing the requested scope of services. Project Approach Overview Our approach emphasizes fostering a collaborative team dynamic between our staff and the City's team. Led by our Project Manager, Paul Armstrong, PE, CBO, we prioritize regular communication with City staff to stay updated on code interpretations and policies,ensuring timely responses to any permit,document review,or inspection issues.We value the importance of the City's projects and are dedicated to meeting all project service delivery deadlines. We will diligently document and report all findings as required. Our team members will be readily available for meetings via phone, in-person, or through virtual platforms like Zoom or WebEx, with a commitment to responding to inquiries within 1 business day. We encourage open discussions to achieve efficient results. Project Initialization, Scheduling & Management From our prior experience supporting municipal building departments and divisions, we know that developing a comprehensive understanding of administrative processes,the project construction documents,and supporting the timely execution of the project schedule is of critical importance. To confirm, for any assignment, TRB members will possess a thorough understanding of the role and will be committed to supporting the City with its specific project schedule and processing needs. Preliminary Meetings and Project Administration Shortly after project award, we would propose to hold a meeting to verify project expectations, deliverables, scheduling, and logistical considerations. On an ongoing basis, our Project Manager will coordinate with our team to allocate resources appropriately. Regular communication between our Project Manager and the TRB team will be ongoing throughout this engagement to ensure alignment on project staffing and schedule needs. Building Code Instruction If desired by the City,TRB is prepared to provide Building Code Instruction support in either classroom or field-type settings on a range of technical subjects. Paul Armstrong is an award-winning California Building Standards Codes instructor whose accolades includes being named CALBO Instructor of the i `t PREFERRED Year. Paul is currently providing extensive training on the recent code cycle changes to the California L><1► EDUCATION Building and Residential Codes to TRB clients, local ICC Chapters, and CALBO Education Week IS PROVIDER attendees. Paul will be available to provide tailored training to the City and its invited guests upon request. TRB maintains status as an ICC Preferred Education Provider. TRB+Assnmales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 3-1 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D SERVICES DESCRIPTION &APPROACH Building Plan Check Scope & Approach TRB will work seamlessly performing plan review services for residential, multi-family residential, commercial,and industrial projects encompassing building code,electrical,plumbing, mechanical, fire protection, Title-24 energy, accessibility, and green building standards; as well as grading, drainage,floodplain, wildland urban interface fire severity zone, stormwater, grading, hazardous materials, and State housing law Title-25 factory-built structure considerations, as applicable. - Our reviews consider all relevant project documentation including plans, specifications, -� calculations, and other related correspondence to verify conformance to adopted local codes, ordinances, regulations, and standards, including the 2022 editions of the following California �. ,• Building Standards Codes: • California Building Code • California Mechanical Code • California Residential Code • California Fire Code • California Electrical Code • Title 24 Energy Standards • California Plumbing Code • California Green Building Standards Code Alternate Material and Methods TRB recognizes that there are alternate materials and methods of construction that can be used to satisfy and comply with the provisions of the code. Our experience with the use of alternate materials,alternate design and methods of construction enhances our ability to solve specific issues that arise in design and construction. Electronic Plan Review To confirm, TRB is fully equipped to conduct plan reviews via electronic media. The TRB staff is at the forefront of expertise in digital plan review and workflow management, possessing extensive proficiency in various electronic plan review and permitting systems such as Bluebeam, Citizen's Portal,Accela, eTRAKIT, DigEplan, and Projectdox. Online Plan Check Status and Records To facilitate access to plan review findings and status information,TRB is prepared to initiate its Project Website and Bluebeam for use on this assignment if desired by the City. With our project website, all correspondence issued by our team can be posted and maintained for access by City and designated project stakeholder staff. Our postings can include plan review findings (i.e. approval/comment letters), plan review submittal status information, meeting notes, etc.; all of which may be updated on a daily basis. In addition,if so desired by the City,we can also accommodate incoming electronic document postings (i.e.electronic plans, calculations, RFI's, etc.). Ahn _ S rrrilh PE c b.� ' - 'N•- f � TIII]+Assoeiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 3-2 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D SERVICES DESCRIPTION &APPROACH Plan Review Process Please note that our plan review process will be tailored to meet the City's specific needs. The following process represents an example plan review workflow which may be applied if desired by the City. Step 1 - Preliminary Discussions: Prior to beginning our initial plan review project, our Project Manager proposes to conduct a meeting or conference call with the City to discuss local code policies, documentation procedures, plan processing protocols, plan review checklist items, and scheduling. Step 2—Initial Review: Once we receive a complete set of plan documents, we will perform our plan review in the agreed-upon timeframe, checking for compliance to all applicable code standards. To confirm, plan review turnaround timeframes will align with standard City-established timeframes. In general, project reviews are completed in 5 to 10 working days or less for initial reviews, and 5 working days or less for subsequent review cycles.Specific turnaround times are provided in the"Turnaround Timetable" included on the following pkge. All corrections are identified based on compliance with specified codes and regulations and worded so the designer will know what needs attention and how to respond to the issue stated. Generally, corrections are identified in two ways: • Notes can be made on plans as appropriate and authorized to assist in locating the issue on the plans; • A correction sheet is generated detailing what items need to be addressed before plans can be approved. Step 3—Transmittal of Plans and Comment Lists for Plan Review: At the heart of our approach in delivering our services to you, is the recognition that there must be a coordinated effort to track and coordinate all submittals and requests received. To help assure that submittals are properly coordinated and tracked, TRB has established an internal r plan review coordination process to ensure that each plan received for review is properly handled, processed, and returned on time. Our plan tracking procedures are computerized to track each submittal through the review ter " process and maintain accurate and comprehensive records for each submittal. Upon completion of our review, any — comments generated are consolidated into a correction letter in the City's preferred format (e.g. Bluebeam, punch list, or other format) which is remitted to the City for its reference. Step 4—Rechecks: Upon receipt of the resubmittal package from the applicant, once we have verified that the resubmittal package is complete,we perform a recheck in the agreed-upon timeframe.This process is repeated until the project plan documents are ready to be recommended for approval. Step 5—Plan Approval: When all review comments are satisfied,we will forward two sets of all relevant correspondence bearing our company's "Reviewed for Code Compliance" stamp (including plans, calculations, and specifications), along with a transmittal letter indicating our recommendation for project approval, and the project file to the City for processing. TnB+Assnmales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 3-3 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D SERVICES DESCRIPTION &APPROACH Turnaround Time Table The following table describes the maximum turnaround times TRB will meet during this contract. Type of Projects* Maximum Timeframe for Delivery Minor Plan Check e.g.room additions for single family house,detached structures, 5-10 Business Days and re-roofing Major Plan Check** e.g.multi-family residential,commercial,and other 10-15 Business Days nonresidential project Subsequent&resubmitted plan checks new single-family house;and simple tenant improvements for 5-10 Business Days non-residential buildings Expedited Plan Check 5-7 Business Days *Turnaround times include all project types assigned to TRB for plan check(i.e. building, plumbing,electrical, mechanical, grading and drainage,industrial waste). **For projects which may be complex in nature,additional time may be requested. In such cases,TRB's project manager will coordinate with the City's Building Official or their designated representative to arrive at a mutually agreeable timeframe. Shipping and Delivery of Plans TRB provides pre-printed overnight shipping labels and/or pickup services to facilitate the transport of any hardcopy plan submittals to our office. Please note that the pickup,shipment and delivery of plan documents and other relevant correspondence to the City are provided at no additional cost. TIII]+Assoeiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 3-4 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D SERVICES DESCRIPTION &APPROACH Building Inspection Scope & Approach TRB is prepared to perform inspection, referring to building plans and material specifications for structures located within the City limits, upon 48-hour notice. Our inspectors are proficient at verifying project conformance to model code standards (Building, Electrical, Mechanical, Plumbing, Green Building and Energy Code &Accessibility) and locally adopted ordinances. TRB provides all labor and technical, administrative, professional, and other personnel; supplies, materials, equipment, and all other resources necessary to perform the specified work. TRB will use existing City forms or can develop correction sheets which meet with the approval of the City and shall maintain written lists of corrections needed to ensure conformance to codes and regulations. Field Inspection Process Our experienced team includes individuals with extensive field inspection experience on a range of project assignment types including - municipality "Called Inspections," "Clerk of the Works," and "Inspector » of Record" roles; our team can assist with a broad range of inspection responsibilities. Our scope of service areas includes residential, V commercial and industrial facilities capital improvement ro'ects , p p p J municipal agency services and infrastructure revitalization. + . Our inspectors are careful to document all inspection activities, adhere , to agency-adopted protocols, and follow field procedures and policies as dictated by the Building Official. TRB will maintain daily inspection �. records and all necessary documents on file for reference by the City. To confirm,TRB staff are available for applicant inquiries and/or conferences during normal City business hours. Our inspections include those identified in the California Model Codes and would be amended or modified as directed by the City. Our inspection scope generally includes: • Foundation Inspection • Framing Inspection(s) • Electrical, Mechanical and Plumbing systems inspection • Lath and/or Gypsum Board Inspection • Fire Code Inspection (if requested), e.g.,fire suppression systems,alarms,etc. • Concrete Slab or under-floor Inspection • Energy Efficiency Measures Inspection • Green Building Inspection • Fire Resistive Rated Construction Inspection • Floodplain Inspection • Final Inspection Remote Virtual Inspection [RVI] Option Many agencies have engaged in using virtual programs to provide remote inspection services. Several of our clients have successfully implemented virtual inspection programs. We are familiar with using Inspected.com (a teaming effort with the ICC) and Blitzz,as well as Facetime,Skype,Google Duo and Microsoft Teams.We are prepared to assist with RVI inspections if desired by the City. TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 3-5 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D SERVICES DESCRIPTION &APPROACH Building Official, Permit Technician, Code Enforcement, & CASp Consulting Services (Option] TRB is prepared to provide Permit Technician,Code Enforcement,and Administrative services support to the City on an as-needed basis. TRB staff are prepared to work at the City's offices as an extension of City staff under the supervision of the Chief Building Official or their designee with the knowledge, skills, and abilities to perform the following functions: Building Official • Administer building codes to safeguard life, health, property, and public welfare • Oversee processing and issuance of building permits • Oversee plan review process to ensure uniform code conformance • Oversee day to day building inspection activities • Coordinate permit fee estimates • Ensure coordination between city departments and outside agencies • Provide technical insight to homeowners and contractors to help expedite construction projects Permit Technician /Administrative Assistant • Enter permit and related data into the City permit tracking system. • Research, compile, and prepare various limited reports and presentation graphics. • Assist the public at the front counter or by phone regarding building,planning, and engineering permit requirements,application and permit fees,application filing procedures and processing, and permit status. • Accept permit and related applications and collect fees. • Screen plans and application materials for completeness and for conformance with City ordinances standards, policies, and guidelines. • Review application materials for compliance with conditions of project approval; route plans to other City departments for review; approve and issue minor permits; research and respond to public inquiries. Code Enforcement • Enforce compliance with agency regulations and ordinances including those pertaining to zoning, land use, nuisance housing, building codes, health and safety, blight, graffiti,water waste, and other matters. • Conduct field investigations;inspect properties for violations;issue and post warning notices,notices of violation,corrective notices, orders to comply, and related documentation for code violations; schedule and performing follow-up functions to gain compliance including letters, inspections, calls, meetings, discussions, and negotiations to ensure compliance with appropriate codes and ordinances. • Maintain accurate documentation and case files on investigations, inspections,enforcement actions,and other job-related activities including accurate and detailed information regarding code enforcement activity to substantiate violations, drawing diagrams and illustrations, and taking photographs. CASp Consulting • TRB offers Certified Accessibility Specialist (CASp) Consulting Services to assist agencies with the compliance requirements of State of California Senate Bill 1608. Our team is skilled at evaluating facilities and reviewing facility plans and specifications for compliance with State and Federal accessibility laws, codes, and regulations, conducting accessibility research, preparing accessibility reports, and performing accessibility inspections. TRB+Assnmales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 3-6 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CLIENT LIST, REFERENCES & PROJECT EXPERIENCE Representative Client List TRB staff members have extensive experience working with numerous public agencies in California. The following is a representative (partial) list of Southern California, State and Federal agencies currently or previously served by our staff members. Point of contact information for select clients is also included herein. Please note that additional points of contact for additional customers are available upon request. LOCAL AGENCIES—SOUTHERN CALIFORNIA City of Lake Elsinore County of San Bernardino City of Long Beach City of Signal Hill City of Burbank City of Santa Ana City of Ontario City of Fullerton City of Indian Wells City of Corona City of Menifee City of Laguna Hills City of Coronado City of Orange County of Los Angeles City of Glendale City of Huntington Beach City of Long Beach County of San Luis Obispo City of West Hollywood City of Santa Clarita STATE AND FEDERAL AGENCIES California Energy Commission Division of the State Architect Veterans Administration NASA UC Davis Health Judicial Council of California Client References TRB understands the importance of maintaining a high level of quality and customer service when supporting the City of Lake Elsinore with Building and Safety Department-related activities.We encourage you to contact the following references to provide testimony of our performance of work. Please note that additional references are available upon request. City of Lake Elsinore Contact: Bill Belvin I Building & Safety Manager clTv ar Phone: (951) 674-3124 1 Fax: (951) 471-1 41 8 1 Email: bbelvin@lake-elsinore.org r" LASE OLSII`IOR`E Dates of service: 2019- Present Services Provided: Plan Review, Inspection, Permit Technician Services TRB is currently providing as needed plan review and staff augmentation services. TRB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 4-1 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CLIENT LIST, REFERENCES & PROJECT EXPERIENCE County of San Bernardino Contact:Greg Griffith, PE, LEED AP I Interim Building Official $AN Ri:RNART)INO Phone: (909) 387-8311 1 Fax: (909) 387-3223 1 Email: greg.griffith@lus.sbcount ..gov ''COUNTY Dates of service: 2021 —Present Services Provided: Plan Review, Inspection, Permit Technician, Emergency Response,and Special Projects TRB provides as-needed plan review, inspection, and permit technician services to the County of San Bernardino, TRB is currently providing as needed plan review and onsite permit technician support to the County. City of Corona Contact:Chris Milosevic I Building Official Phone: (951) 736-2250 1 Fax: (951) 279-3561 1 Email: ChrisM(@CoronaCA.gov NA Dates of service: 2019—Present Services Provided: Plan Review, Inspection and Permit Technician services TRB has provided plan review, inspection, and permit technician services to the City of Corona since 2019. TRB is currently providing extensive as needed plan review, as well as staff augmentation services. City of Long Beach Contact:Truong Nguyen Manager of Engineering/Plan Review Division Phone: (562) 570-6921 Email:truong.huynhPlongbeach.gov Dates of service: 2021 - Present LONGBEACH Services Provided: Plan Review and Inspection Services COMMUNITY TRB is currently providing extensive as needed plan review, as well as staff augmentation services. DEVELOPMENT City of West Hollywood Contact: Benjamin Galan, PE I Building and Safety Division Manager Phone: (323) 848-6512 1 Fax: (323) 848-6569 1 Email: bqalan(a)weho.org Dates of service: 2020—present Services Provided: Plan Review, Inspection and Permit Technician services TRB is currently providing as needed code consultation and building safety services to the City, City of Santa Clarita Contact:John Caparelli, PE I Building Official , Phone: (661) 255-49351 Email:icaparelli(c)santa-clarita.com Dates of service: 2021 —present ■ Services Provided:As-Needed Plan Review, Inspection,and Permit Technician services TRB is currently providing an onsite plan reviewer as well as as-needed offsite plan review assistance to the City. TIT'+Assnmales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 4-2 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CLIENT LIST, REFERENCES & PROJECT EXPERIENCE Project Experience Plan Review The following is a partial list of plan review projects worked on by our staff members. The project valuation for all below- referenced projects ranges from $1 million to over$5 billion. Mixed Use • SoFi Stadium, $5 billion, Inglewood, CA ` • Disney Star Wars Land Expansion, $1 billion, Anaheim, CA - • New 39-Story High Rise Building, $110 million, Oakland, CA • New Mixed Use Recreation Center, Corona, CA • Santa Clara Square Project, $200 million, Santa Clara, CA Government/Civic • Anaheim Convention Center Expansion, $200 million, Anaheim, CA • New Fire Station (13,000 s.f.), Long Beach, CA r • Veteran's Administration Facility, Menlo Park CampusI J • NASA Ames Research Facility, $50 million, CA Commercial lll�� • Latitude Business Park, $75 million, Corona, CA • Kearny Logistic Center Buildings 1-5, 700k sf, Corona, CA • New Cannabis Facility, Long Beach, CA • New McDonalds Restaurant, Lake Elsinore, CA • Monterey Bay Aquarium Learning Center, $42 million, Monterey, CA Biotechnology/Healthcare • New Plastic Surgery Center, Long Beach, CA • UC Davis Aggie Square Research Facility, $1.9 billion, Sacramento, CA • Kaiser Medical Office Building 2, $100 million, Redwood City, CA • NASA Biological Sciences Lab, CA r..p Industrial and Power Plant Cogeneration Facilities • Inland Empire Energy Center (600 MW), Menifee, CA • Rare Earth Element Processing Facility, San Bernardino, CA • Mountainview Power Plant (1,000 MW), Redlands, CA • Walnut Creek Energy Park (300 MW), Industry, CA Residential/Residential Care Facilities • Prose Apartments (14 res. bldgs., 420 units total), Moreno Valley, CA • Terracina SFD Master Plan, Lake Elsinore, CA • Iris Park SFD Master Plan, Moreno Valley, CA • Valley Vista Senior Housing Complex, San Ramon, CA M+Assomales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 4-3 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CLIENT LIST, REFERENCES & PROJECT EXPERIENCE Inspection / Building Department Administration The following is a partial list of Inspection and Administrative assignments worked on by our staff members: Building Official • City of Signal Hill, City of Whittier, City of Coronado, California Energy Commission Combination Inspection • City of Corona, City of Huntington Beach, City of El Cerrito, ,d City of Sacramento, City of Walnut Creek Permit Technician • City of Lake Elsinore, County of San Bernardino, City of Moreno Valley, City of Corona Code Enforcement and Multifamily Inspection • County of Solano, City of Concord, City of Antioch, City of Benicia Delegate CBO Services • Inland Empire Energy Center, Menifee, CA; Mountainview Power Plant, Redlands, CA; Walnut Creek Energy Park Power Plant, City of Industry, CA; Almond 2 Power Plant, Ceres, CA L TRB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 4-4 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Team Composition & Organizational Structure TRB's team of professionals are prepared to provide the proposed services of Building Plan Review and Inspection Services as requested by the City in an efficient manner,and in the best interest of the City of Lake Elsinore. Mindful of the potential complexity of projects in the City, TRB has assembled a team that has worked together for many years and have built strong relationships based on understanding, appreciation, and the drive to deliver the highest quality service for our clients. Our proposed team is comprised of senior-level professionals who possess an average of 25 years of experience in the Architecture-Engineering-Construction (AEC) industry. We are pleased to be able to present a team with this combination of interpersonal familiarity and extensive AEC experience. PROJECT MANAGER Paul Armstrong, PE, CBO will serve in the role of Project Manager. Paul will be the main point of contact for the City. With more than 30 years of building safety management experience,Paul teaches regularly for California Building Officials (CALBO) and has developed a number of CALBO training courses.As a Chief Building Official, he managed building plan review, counter assistance, and inspection for numerous California agencies. His previous experience at International Code Council (ICC) included leading the Architectural and Engineering Services Department, International Conference of Building Officials (ICBO) Technical Services Department. STAFF AUGMENTATION COORDINATOR Doug Armstrong, CAPM will be serving in the role of Staff Augmentation Coordinator on this assignment. Doug is a Certified Associate in Project Management (CAPM) with over 10 years of professional experience in the Building and f a a Safety industry which includes roles in production, administration, and project management. He serves as a client relations representative and staff augmentation coordinator for numerous Southern California agencies. PLAN REVIEW TEAM LEADERSHIP Our plan review group is led by our Plan Review Services Manager, Bing Young, RA, Bing possesses extensive experience in plan review on both residential and commercial projects and includes more than 25 years of professional "+ experience in production, project management, construction management, energy, and accessibility analysis. Bing will have overall responsibility for Plan Review Services on this assignment. Senior Plan Review Engineer, Dan McLaughlin, PE,CASp is a registered Civil Engineer and ICC Certified Plans Examiner. Dan has been with TRB and Associates for over 8 years,specializing in plan review coordination with extensive experience on both commercial and residential projects. �a Dominic Ma,SE, MPA serves as our Quality Control Principal, responsible for ensuring the technical accuracy of the work performed. Dominic has more than 30 years of experience in reviewing building plans and specifications submitted for building permit applications to assure compliance with adopted building codes and reference standards. INSPECTION AND PERMIT TECHNICIAN TEAM LEADERSHIP tit Our inspection and administrative services group is led by our Inspection and Administrative Services Manager, Chris Rose. Chris has over 20 years of experience serving in both public and private sector roles on a variety of projects; his experience includes serving as Building Manager for Sonoma County and providing inspection services on extensive industrial project types. Ai PRINCIPAL & FOUNDER Todd Bailey, PE, LEED AP, CASp, MBA, our company Principal and Founder, will provide as-needed support on the project. Todd has over 25 years of experience in the industry which includes serving as a Delegate Chief Building Official t on many large-scale fast-track projects in California having a combined valuation of over $10 billion. Todd will work closely with our team to ensure that project goals are met and that findings are communicated in a timely and clear manner. TRB+Assne ales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-1 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-OE6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Team Organizational Chart The following Organization Chart and Team Experience Profile identifies those individuals who are proposed for this assignment. Please note that TRB has additional staff available who also can be made available to assist on an as-needed basis. CITY OF LADE L LSIf10KE 1 DREAM EXTREME Paul Armstrong, PE,CBO Project Manager Todd Bailey,PE,LEED AP,CASp,MBA Principal Plan Review Services 41 Staff Augmentation Services Dominic Ma,SE, MPA Bing Young, RA Chris Rose Quality Control Principal Plan Review Services Manager Jurisdictional Services Manager Doug Armstrong,CAPM Staff Augmentation Coordinator STRUCTURAL LIFE SAFETY & FIRE ELECTRICAL Jan Bear,SE,CBO Dan McLaughlin,PE,CASp Steven Block,EE Sr.Plan Review Engineer Sr.Plan Review Engineer Sr.Plan Review Engineer Reggie Meigs,CBO Jeff Brooks,CASp Building Official/Supervising Karin Kuffel,SE James Johnson,EE Pector Sr.Plan Review Engineer Sr.Plans Examiner 9 Sr.Plan Review Engineer Monty Straub Jim Begley,FPE,CFM Senior Combination Inspector Thomas Hemenway SE MECHANICAL/PLUMBING Sr.Plan Review Engineer Fire Protection Engineer Multiple additional onsite staff Aaron Collins,ME,QCxP available upon request Bill Vaughn,SE Sr.Plan Review Engineer Sr.Plan Review Engineer CIVIL Michael Osborn,PE,LEED AP Peter Kogan,ME Deborah Sandercock,SE,CASp I lacqui O'Keefe Sr.Plan Review Engineer Sr.Civil Plan Review Engineer Sr.Plan Review Engineer Senior Permit Technician Mike Kaszpurenko,SE Sr.Plan Review Engineer ` TRB+Associiates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-2 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Team Experience Profile The following table includes role and licensure/certification information for each proposed individual. NAME YEARS OF RELEVANT EXPERIENCE QUALIFICATIONS PROJECT LEADERSHIP Paul Armstrong,PE,CBO 30 Registered Civil Engineer California Project Manager,Chief Building Official ICC Certified Building Official Registered Civil Engineer—California, Hawaii ICC Certified Building Plans Examiner ICC Certified Commercial Building Inspector Todd Bailey,PE,CASp,MBA, LEED AP 25 ICC Certified Commercial Electrical Inspector Principal-In-Charge/Founder ICC Certified Commercial Plumbing Inspector ICC Certified Commercial Mechanical Inspector LEED Accredited Professional Certified Accessibility Specialist (CASp) Bing Young, RA 25 Registered Architect California Plan Review Services Manager Dominic Ma,SE, MPA Registered Structural Engineer California Quality Control Principal 30 Registered Civil Engineer—California ICC Certified Plans Examiner ICC California Commercial Building Inspector ICC Commercial Building Inspector ICC Residential Building Inspector Christopher Rose ICC California Residential Building Inspector Jurisdictional Services Manager 20 ICC Residential Plans Examiner State of Oregon OIC-OR State Inspector Certification State of Oregon CAX—Residential Plans Examiner State of Oregon CAS—Residential Structural Inspector State of Oregon SIA Structural Inspector Doug Armstrong,CAPM 10 Certified Associate in Project Management [CAPM] Staff Augmentation Coordinator PLAN REVIEW Structural Registered Structural Engineer—California Jan Bear,SE,CBO Registered Civil Engineer California Sr, Plan Review Engineer 30 ICC Certified Building Official ICC Plans Examiner Certification ICC Building Inspector Certification Karin Kuffel,SE 25 Registered Structural Engineer—California Sr. Plan Review Engineer Tom Hemenway,SE 30 Registered Structural Engineer—California Sr. Plan Review Engineer Registered Civil Engineer—California Bill Vaughn,SE Registered Structural Engineer—California Sr. Plan Review Engineer 30 Registered Civil Engineer California Deborah Sandercock,SE,CASp Structural Engineer California Sr. Plan Review Engineer 25 Professional Engineer—California DSA Certified Access Specialist Mike Kaszpurenko,SE Registered Structural Engineer—California Sr. Plan Review Engineer 30 Registered Civil Engineer—California TRB+Assoeiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-3 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Life Safety and Fire Registered Civil Engineer California Dan McLaughlin, PE,CASp Sr. Plan Review Engineer 10 ICC Certified Building Plans Examiner DSA Certified CASp Certified Access Specialist (CASp) Jeff Brooks,CASp 25 ICC Commercial Building Inspector Sr, Plans Examiner ICC Commercial Electrical Inspector Licensed Fire Protection Engineer—California, Nevada, Arizona,and 15 additional states Jim Begley,CFM, FPE, LEED AP 25 LEED Accredited Professional Fire Protection Engineer ICC Certified Fire Marshal ICC Certified Fire Plans Examiner ICC Certified Fire Inspector Electrical Steven Block,EE Registered Electrical Engineer—California, Nevada,Arizona, Sr. Plan Review Engineer 30 Hawaii Registered Electrical Engineer Hawaii James Johnson, EE,QCxP 30 ICC Certified Electrical Plans Examiner Sr, Plan Review Engineer Qualified Commissioning Services Provider(QCxP) Construction Quality Control Reviewer (CQCR) Mechanical/Plumbing Aaron Collins, ME,QCxP Registered Mechanical Engineer—California,Texas Sr. Plan Review Engineer 10 Qualified Commissioning Services Provider(QCxP) Registered Professional Mechanical Engineer California, Peter Kogan, ME, LEED AP 30 Hawaii, Nevada,Texas,Colorado,Arizona Sr. Plan Review Engineer Certified Energy Manager(CEM),State of California LEED Accredited Professional Civil,LID,Geotechnical Michael Osborn,PE, LEED AP Registered Civil Engineer Senior Engineer 20 LEED Accredited Professional INSPECTION/PERMIT TECHNICIAN Reggie Meigs,CBO 30 ICC Certified Building Inspector Building Official/Supervising Building Inspector ICC Certified Building Official ICC Certified Building Inspector Monty Straub ICC Certified Mechanical Inspector Sr. Combination Building Inspector 25 ICC Certified Plumbing Inspector ICC Certified Electrical Inspector ICC Certified Combination Inspector Jacqui O'Keefe 10 ICC Certified Permit Technician Senior Permit Technician TRB+Associate's CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-4 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Paul Armstrong, PE, CBO I Project Manager Paul Armstrong is a Registered Professional Engineer with over 30 years of engineering experience. Education His vast experience in all manner of construction, be it industrial, commercial, and residential project types, provides our clients with a strong skill set and wealth of industry knowledge. In B.S.Civil Engineering California addition to Paul's engineering experience, he is also a Certified Building Official, serving in this State University,Long Beach capacity at the City of Signal Hill, as well as the Cities of El Monte, Laguna Hills,and Palos Verdes. Advanced Study,Fire A noted author and lecturer in the building life safety industry, Mr. Armstrong has earned many Protection Engineering, Cal-Poly San Luis Obispo awards, including CALBO Instructor of the Year. Select Project Experience Registration I Certification Registered Professional • San Bernardino(SBD)International Airport Terminal,San Bernardino,CA—Code consultation Engineer,CA(#45464) for the conversion of the Norton Airforce Base terminal after the transfer of authority to the ICC Certified Building Official City of San Bernardino. • SoFi Stadium, Inglewood, CA—The plan review of the newest SoFi NFL Stadium project in So Awards CA. The stadium itself is covered by a large steel tube framed roof structure that is not connected to the stadium. CALBO Instructor of the Year, • ARTIC (Anaheim Regional Transportation Intermodal Center),Anaheim, CA— Plan review of 2010 the fire and life safety regulations for this new transportation center. The building is a steel CALBO Course Developer Merit tube framework with a 2-story administration area with a mezzanine inside. This review Award,2014 included a pedestrian bridge leading to the train platforms. Committees • Disneyland Star Wars Expansion,Anaheim,CA—A very popular area of the Disney resort that is open now. International Association of a Apple Campus Theater,Cupertino,CA—The plan review of the Apple Campus'Theater where Building Officials Board,2018 new products would be announced, and corporate meetings held. Mostly subterranean ICC Code Correlation structure that has a glass entry lobby supporting a carbon fiber roof(disk). Committee,2018 • Anaheim Convention Center Expansion, Anaheim, CA — A very large expansion of the Orange Empire Chapter of ICC, convention center meeting space with an associated parking garage addition. Vice President • Rio Tinto Soccer Stadium, Sandy City, Utah — The plan review of the Salt Lake area's ICC Residential Energy Code professional soccer stadium. It included a roof canopy structure with a wave feature in the Development Committee, leading edge. Chair 2013 ICC Building Official • Building Official Roles: Membership Council, o Signal Hill Governing Committee,2011 o Palos Verdes Estates o Laguna Hills CALBO State Code Committee, o Whittier(interim position) 2011,2012(Chair),and 2013 o El Monte CALBO Building/Fire Advisory Committee,2011 Regional Director,Building&Safety Services,TRB+Associates 2019—Present Responsible for new business development for building life safety services for various jurisdictions LA Basin Chapter and Orange throughout California. Provide client relations and code assistance. Perform training lectures on Empire Chapter Code building and residential codes. Participate on various local, state-wide and national committees. Committee,Chair 2011,2012 Building Official of the City of Signal Hill. (Chair)and 2013(Chair) Secretariat to the International Group Leader,Building and Safety Services,Industry Consultant 2017—2019 Residential Code for One-and Responsible for the development of new business for inspection services and plan review services Two-Family Dwellings(1997- 2000) for various jurisdictions across the United States. Provide client care and assistance on code related issues. Give training lectures on the building and residential codes. Participate on various local, (Ctd.on next page) state-wide,and national committees.Building Official of the City of Palos Verdes Estates and Laguna Hills. TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-5 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Vice President,Various Industry Consultant Firms 2005—2017 Committees Md.) Responsible for the development of new business for inspection services and plan review services for various jurisdictions across the United States. Provide client care and assistance on code related Author,2013 and 2016 issues. Give training lectures on the building and residential codes. Participate on various local, Significant Changes to the CBC state-wide, and national committees. Participate on various local, state-wide, and national and CRC committees. Promotion and sales of the Firms' in-house electronic plan review system. Building UL Fuel Gas Products Council Official of the City of Signal Hill. Contract Plan Review Engineer for the City of Anaheim (2002) BCMC(BDMC)staff liaison Chief Building Official,City of El Monte,Industry Consultant 2011—2012 (1993-2002) Responsible for the City of El Monte Building Division. Review plans for the City and issues permits. Conduct investigations of non-complying facilities frequently in conjunction with the Planning Co-secretariat to the ICC Division,Code Enforcement Division and LA County Fire Department.Develop presentations for City Performance Based Building Council on adoption of new codes,etc. Code Secretariat to the International Vice President, ICC 1991—2005 Zoning Code(1996-2000) Led the ICC Architectural and Engineering Services Department, responsible for technical opinions, Secretariat to the General plan review and the administration of technical contracts during the consolidation into the Design,Administrative,Lateral International Code Council. Managed ICBO Technical Services Department which was responsible Design,Fire and Life Safety and for the maintenance of the code development process,plan review service and code opinion service Fire Risk Code Committees of for both external and internal customers. Represented the Council to many national,state and local ICBO(1992-1996) organizations. Responsible for the technical image of the conference. Provided technical assistance Staff secretariat responsible on code related issues to both jurisdictional and professional members and non-members.Provided for the rewrite of the Means of research on many code-related issues.Secretariat to most ICBO code development committees and Egress Chapter in the 1994 the initial drafting secretariat to the ICC International Residential Code. UBC NIBS HHS Code Comparison City of Los Angeles,Dept.of Building and Safety 1988—1991 Committee(1994) Structural Engineering Associate Responsible for the structural, architectural and zoning review of proposed projects in the city. FEMA Building Performance Chief of Coordinating Division and Preservation Coordinator. Evaluation of building products for LA Review Team member(1993) code compliance. NIBS Flood Standards Teaching Experience Comparison Committee(1992) International Code Council (ICC) Coordinator,Pacific Rim Lecturer—Non-structural Fundamentals of the 2009 IBC(domestically and internationally) Conference on Performance Lecturer—Non-structural Fundamentals of the 2012 IBC Based Codes Lecturer—ICC Code Development Process Various ASCE standards committees California Building Officials Lecturer—Significant Changes to the 2013 CBC and CRC for CALBO, and ICC SEAOC Code Committee liaison Lecturer—2016 Introduction to the CBC Means of Egress ASME A17.1 Code Coordinating Lecturer—Updates to the 2010, 2013 and 2016 California Residential Code Committee Lecturer—Updates to the 2010, 2013, and 2016 California Building Code Advanced Building Code Enterprises- Developed and presented coursework ANSI Construction Standards Board Lecturer—Accessibility topics Lecturer—Updates to the 2006 International Residential Code and 2007 California Building Code Publications and Papers ICC Significant Changes to the 2019 CBC/Significant Changes to the 2019 CRC ICC Significant Changes to the 2016 CBC/Significant Changes to the 2016 CRC ICC Significant Changes to the 2013 CBC/Significant Changes to the 2013 CRC ICC Dwelling Construction under the 2007 CBC-Technical Editor 1997 Uniform Codes and UBC Handbook-Staff Technical Editor TnB+Associates CITY OF LAKE ELSINORE l BUILDING PLAN CHECK AND INSPECTION SERVICES 5-6 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Todd Bailey, PE, LEED AP, CASp, MBA I Principal-In-Charge Education Todd Bailey is a registered professional engineer with over twenty-five years of experience in the Master of Business Architecture/Engineering/Construction industry encompassing project management,plan review, Administration engineering design, structural and architectural building code interpretation, permit center Walter Haas School of Business administration, and litigation support. He has extensive experience working with architects, University of California engineers, contractors, building departments and other regulatory authorities to ensure Berkeley compliance to adopted Building Code Standards and local ordinances. Bachelor of Science Todd has provided plan review services to over 75 jurisdictions as a consultant and spent three Civil Engineering Cum laude years with the City of Concord performing architectural, structural, energy conservation and University of California Davis disabled access reviews for both residential and commercial structures. Todd is also approved as a Delegate Chief Building Official for the California Energy Commission responsible for verifying new Registration I Certifications power project conformance to engineering construction codes on behalf of the Commission. Registered Civil Engineer Select Project Experience California(#C-56425)Hawaii (#11647) Building Safety Plan Review ICC Certified Building Plans • Latitude Business Park($75 million),Corona, CA Examiner • Inland Empire Energy Center Project(600 MW), Menifee, CA ICC Certified Commercial • Mountain View Power Project(1,056 MW), Redlands, CA Building Inspector • Sacramento Convention Center Project,Sacramento, CA ICC Certified Commercial • Santa Clara Square Apartments and Parking Structures,Santa Clara, CA Electrical Inspector • NASA Moffett Federal Airfield, Historic Building Project, Mountain View, CA • War Memorial Community Center, Daly City,CA ICC Certified Commercial • Concrete Tilt-Up Shell Building(60,000 sf), Concord, CA Plumbing Inspector . Marin Health Campus-Buildings A-E,County of Marin,CA ICC Certified Commercial • New Medical Research Facility(44,000 sf.),Walnut Creek,CA Mechanical Inspector • Major Office Remodel (Three 40,000 s.f. buildings), Pleasant Hill, CA LEED Accredited Professional • Rivertown Apartments, Petaluma,CA • Spanos Park West Apartment Complex,Stockton,CA Certified Accessibility Specialist (CASp-229) Project Management/Administration SAP/ATC20Certified Have served as Delegate Chief Building Official / Engineering Manager for the California Energy DSA-Approved Fire Life Safety Commission on thirteen natural-gas fired power projects and one wind power generation facility in Plan Reviewer California having a combined valuation of over$3 billion. Responsible for oversight of plan review tasks and coordination of submittals numbering up into the thousands on these design-build Professional Affiliations projects. • Inland Empire Energy Center Project(600 MW), Menifee, CA ICC East Bay Chapter . Mountain View Power Project(1,056 MW), Redlands, CA Past President(2009) • Palomar Energy Center Project(546 MW), Escondido, CA International Code Council • Walnut Creek Energy Park(300 MW),City of Industry,CA Other Work Experience Delegate Chief Building Official TRB+Associates Inc.,Principal 2006—Present for the California Energy Bureau Veritas,Building&Facilities Code Compliance Services 2001—2006 Commission—Power Plant Facilities Deloitte&Touche LLP,Construction Consulting Services 1999—2001 City of Concord,California—Permit Center 1996—1999 Luhdorff&Scalmanini Consulting Engineers 1993—1996 Tosco Refining Company 1991&1992 TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-7 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Bing Young, Architect I Plan Review Manager/Senior Plan Review Architect Bing Young is a registered Architect with plan review experience on both residential and commercial Education projects. He provides comprehensive life safety, accessibility, energy, and mechanical/electrical/ plumbing reviews on a variety of residential and commercial project types. Bing possesses over 25 Bachelor's in Architecture, years of professional experience which includes roles in production, project management, California Polytechnic State University construction management,energy, and accessibility analysis. San Luis Obispo,CA Work Experience Registration Sr.Plan Review Architect,TRB+Associates,Inc. 2018—Present Registered Architect,California • Review drawings and calculations for code compliance on behalf of client agencies •Professional Affiliations Projects include residential subdivisions,custom homes,additions, remodels, new commercial buildings,and tenant improvements National Council of Architectural Registration Project Architect,PSM Architects,Inc. 2008—2018 Boards Certified • Prepared and managed the development of comprehensive construction documents for new ICC Member commercial buildings,tenant improvements,and additions • Oversaw and directed production staff • Performed quality control review of building permit submittal documents • Facilitated client and permit processing meetings • Collaborated with engineers,ancillary designers,and vendors • Prepared and reviewed project specifications • Reviewed shop drawings and submittals for compliance with specifications and design intent • Performed accessibility evaluation of existing sites and buildings • Prepared detailed accessibility reports for building and business owners • Facilitated pre-construction and post-construction on-site meetings with construction project managers and general contractors • Performed construction administration and project closeout duties Staff Architect,Hollman Bologna Architecture&Planning,Inc. 1996—2008 • Prepared schematic design and construction documents for single-family and multi-family residential remodels,additions,and new buildings • Performed residential building reconnaissance for additions and remodel projects • Prepared design review documents for planning approvals • Facilitated building permit processing • Prepared and reviewed Title 24 Energy Efficiency Compliance documents Certified Energy Plans Examiner,BETA,Inc. 1993—1999 • Reviewed and approved Title 24 Energy Efficiency Compliance documents for residential and non-residential buildings for local jurisdictions TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-8 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Dominic Ma, SE, PE, MPA I Quality Control Principal Dominic has more than 30 years of experience in reviewing building plans and specifications Education submitted for building permit applications to assure compliance with adopted building codes and reference standards. Dominic's experience includes working for more than 27 years as a plan check Master of Science Structural engineer for the City of San Leandro and 6 years as a supervising civil engineer for the City of Engineering UCLA,Los Angeles, CA Oakland,where he led the City's plan review division. Master of Public Dominic has considerable knowledge of civil engineering and structural engineering principles and Administration,California State practices, California Building Code and Title 24 provisions. His strengths include having the ability University,East Bay Hayward, to review, analyze and evaluate plans, specifications, engineering reports and calculations; CA possessing knowledge to identify code deficiencies;and evaluating alternate methods and materials B.S.Civil Engineering of construction. Dominic is adept at reviewing plans for adherence to the California Building Code, University of California, ASCE 7-05/10,and when applicable FEMA,ASCE 41, NEHRP provisions. Berkeley,CA Select Protect Experience Registration I Certifications Building Safety Plan Review Registered Structural Engineer California(#1920) Plan Review projects supervised in the City of Oakland • 2121 Harrison Street. The Cathedral of Christ the Light(also called the Oakland Cathedral). A Registered Civil Engineer new modern Roman Catholic Cathedral with glass walls 120 ft. high.The$190 million, 224,000 California(#20018) square feet structure sits on 36 innovative "friction pendulum double-concave bearing ICC Certified Plans Examiner isolators,"consisting of two facing concave surfaces. • 2100 Franklin Street. The$45 million, 245,000 s.f. project is 9 stories high and built with steel Certified Energy Plans frames.To compensate for its slightly smaller than code required width,the interior atrium is Examiner Residential(#R05-94- equipped with smoke control system to provide fire protection for its occupants. Evaluated the 5121)-Inactive alternate materials methods request associated with this design element. Certified Energy Plans 0 100 Grand Avenue. 22 Story Condominium Building budgeted at$150 million. Examiner Non-Residential • Oakland Airport (Expansion and interior remodeling). A $350 million Terminal Improvement (#NR05-94-5576)-Inactive Program. Plan Review protects performed • Bayfair Mall (Tenant improvements),San Leandro • Century 21 Theatre,San Leandro • San Leandro Dialysis Clinic • San Leandro Honda • San Leandro Hospital (New doctors'office building) • Carlton Plaza of San Leandro(Assisted living facility) • Costco Building Addition, City of Concord • New Gas Compressor Building, Butte County • AT&T Rooftop solar Panel Installation,City of San Ramon • Tilt-up Warehouse Buildings (2), City of Sacramento • Historic Building Seismic Retrofit, City of Benicia • Cancer Treatment Facility,City of Pleasant Hill Work Experience TRB+Associates,Inc.,Senior Plan Review Engineer 2007—Present City of Oakland,Supervising Civil Engineer(Building Division) 2000—2006 City of San Leandro,Plan Check Engineer 1973—2000 TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-9 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Christopher Rose I Jurisdictional Services Manager Chris possesses over 20 years of experience in the building and construction inspection field Certifications/Licenses working with public agencies in Northern and Southern California. His experience includes project management and inspection responsibilities on commercial, residential, non-residential, ICC Certified multifamily, municipal, and public structures. He is skilled as an Assistant Building Official, • California Commercial Building Inspector Assistant to the City Engineer and Acting Building Official. In these capacities, he has managed, • Commercial Building supervised, and coordinated the work of staff engaged in plan review, front counter support Inspector services including the permit application, coordination and issuance processes. In addition, his • Residential Building expertise encompasses plan review of residential and commercial projects in both building and Inspector public works disciplines. He also delivers experience in conditioning of projects and coordinating • California Residential preliminary site plan reviews for perspective developers. Building Inspector • Residential Plans Examiner In these functions, Chris was responsible for quality control and safety to ensure building • Building Inspector compliance with local ordinances.Chris is organized,and has positive working relationships with • Permit Technician clients, management, as well as his peers; maintains high levels of productivity, reliability with excellent work ethic to deliver high quality customer service. • State of Oregon OIC-OR State Inspector Certification Work Experience • f o State Oregon CAX— Residential l Plans Examiner Jurisdictional Services Manager I Grading Plans Examiner,TRB and Associates 2022—Present • State of Oregon CAS— 0 Performs and supervises residential,commercial,grading and industrial inspections. Residential Structural • Project Manager and IOR for major projects and jurisdictions on an as needed basis. Inspector • Plan Review of commercial, residential,grading,drainage,and industrial projects. • State of Oregon SIA— 0 Communicates compliance elements with clients with solution driven resolve. Structural Inspector • International Code Council Member since 2006. Operations Manager for the Sonoma Resiliency Permit Center 2019—2022 • International Association of Private Consultant Sonoma,CA Plumbing and Mechanical 0 Supervised and coordinated the work of staff engaged in plan review,front counter Officials Member operations for the Fire Recovery efforts in Sonoma County. • Napa Solana and Southern 0 Plan review and back up building inspections. Oregon Chapter of the • Grading plan reviews and pre-con meetings. International Code Council . Received and resolved customer concerns. Member. • Licensed California General Project Manager,Plans Examiner,Building Inspector and Construction Inspector 2014-2019 Contractor.(Inactive) Private Consultant Sacramento,CA Education • Provided project management,compliance, plan review, inspections,document control and administration for power producing industrial infrastructure projects throughout the state • Allied American University, for the California Energy Commission. Laguna Hills CA.(Associates • Review plans for building,fire,engineering,civil and planning departments. Degree in General Studies) • Deputy Building Official for the California Energy Commission on multiple power plant • ITT Technical Institute,San projects. Bernardino CA. • Plan,organize,assign,supervise and coordinate the work of staff engaged in plan review, (Construction Management front counter work to include the permit application process, plan review and inspections. focus) • Provide interim building official to multiple jurisdictions in addition to Public Works • Victor Valley College, Victorville CA.(Construction support. Technology focus) • Lead document controller for the Apple Campus II (world headquarters in Cupertino). • Marine Corps Institute, United States. Plans and Permit Supervisor 2013-2014 (Construction,Engineering County of Napa, Napa, CA and General Studies) 0 Plan,organize,assign,supervise,and coordinate the work of staff engaged in plan review, front counter work to include the permit application process. (Ctd.on next page) . Review of application packages prior to issuance,and to receive and resolve customer complaints. TnB,+Assoc 3N'S CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-10 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES • ICC Code Official Institute, Senior Engineering Technician,Plans Examiner,and Inspector 2006-2013 Phoenix AZ.(CBO Training, City of Hesperia, Hesperia, CA Legal,Budgeting, • Review plans for building,fire,civil engineering,and planning departments. Management and Ethics) • Perform inspections to verify compliance to state and local codes. • ICC 2018 Code Essentials, • Assist the City Manager in re-designing the scheduling and processing of permitting and online.(Building, plan review. Mechanical,Electrical, Plumbing,Administration) • ICC 2015 Code Essentials, General Contractor 2000-2008 online.(Code GreatAmerican Construction Co, Inc.Apple Valley,CA administration, 0 Designed and built many residential and commercial projects while directing the permit Enforcement,and Building coordination. Planning—in process) • Grading operations, rough and precise. • County of Napa Supervisors • Supervised five full-time employees,the office and all of the sub-contractors. Training,Napa CA. • Quality control inspections,code compliance and technical plan review. (Management and • Prepared construction plans and documents. Leadership) • BASMAA C3/LID Stormwater Treatment workshops. Delegate Chief Building Official(DCBO),Private Consultant,Various Locations 2014-2019 • ICC Grading for Building Served in function on the following power generation projects: Inspectors Course. • Carlsbad Energy Center Project(CECP)—Above ground storage tank decommissioning. Military Experience • Blythe Solar Power Project Units 1&2(BSPP)—New 235 MW photovoltaic facility. • MARINE CORPS Combat • Pio Pico Energy Center(PPEC)—Three Units,300 MW gas fired turbine simple cycle facility. Engineer.1995—2000 • Carlsbad Energy Center Project (CECP) — Five Units, 632 MW gas fired turbine simple cycle • ARMY National Guard facility. Armament Repairer. 2005-2015 • Orange Grove Energy Center(OGEC)—Two Units, reliability and AGP upgrade project. • Geysers Unit 16(Quicksilver)—Tower wet down system and diesel fire pump project. • Geysers Unit 18(Socrates)—Tower wet down system and diesel fire pump project. • Geysers Unit 20(Grant)—Tower wet down system and diesel fire pump project. • Geysers Unit 17(Sonoma)—Low pressure steam bypass project. • Geysers Unit 02 (NCPA)—Mixing tower project. • Roseville Energy Park(REP)—Catwalk extension project. • Colusa Generating Station (CGS)—Rotating intake screen project. • Los Madanos Energy Center(LMEC)—Cooling tower chemical tanks project. • Colusa Generating Station (CGS)—Stairway to condensate pumps project. • Calpine Otay Mesa (OMEC)—Low pressure steam bypass project. • Colusa Generation Station (CGS)—New circulation system and raw water pumps project. • Cosumnes Power Plant(SMUD)—Unit 3 AGP upgrade project. • Ivanpah Solar(ISEGS)—Ammonia tank replacement project. • Colusa Generating Station (CGS)—Bearing enclosure fire sprinkler project. • Humboldt Bay Generating Station (HBGS)-New guard shack project. • Cosumnes Power Plant(SMUD)—Unit 2 AGP upgrade and filter press project. • Abengoa Mojave Solar(AMS)—Fire suppression line repair project for Alpha and Beta blocks. • Gilroy Energy Center(GEC)—Gas line repair and replacement project. TRB+Assneiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-11 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Doug Armstrong, CAPM I Staff Augmentation Coordinator Doug Armstrong possesses 10 years of experience in marketing, project management, Education administrative, and human resources roles. Doug's recent experience as a Senior Marketing Bachelor of Science,Business Associate required him to create proposals in response to Request for Proposals from jurisdictions Management and Finance, around Southern California for multiple service lines including Building Public Works, Fire, Planning, Minor,Bible,The Master's Environmental and Code Enforcement services. As a collaborative leader, Doug provided College exceptional leadership skills in communicating with Building Officials,management,and other staff Related Coursework: members throughout the Professional Service Agreement process. He has positive working Management,Marketing, relationships with clients, management, as well as his peers and maintains high levels of Finance,Business&Spoken Communication,Human productivity, reliability with excellent work ethic to deliver high quality customer service. Resource Management Work Experience Certifications Client Relations I Operations/Staff Coordinator,TRB and Associates 2022—Present Certified Associate in Project • Responsible for all marketing-related functions; including strategic planning,client Management[CAPM] I development and public relations. 2637229 Senior Marketing Associate, Private Consultant 2012—2022 • Marketing: Created proposals in response to Request for Proposals from jurisdictions around Southern California for multiple service lines (including Building, Public Works, Fire, Planning, Environmental,and Code Enforcement Services);attend conferences,golf tournaments,and job fairs representing consultant; assisted with and participated in interviews; communicated with Building Officials, management, and other staff members throughout the Professional Service Agreement process; interfaced with Clients. • Project Management: Provided Document Control for consultant's role in the Inglewood Basketball Entertainment Center(IBEC)and the SoFi Stadium &YouTube Theater in Inglewood, CA; assisted the Consultant's project manager for the City of Vallejo's Navigation Center project setting up meetings,communicated with City staff and the design team,and coordinated specific design requests and the permit application. • Administration:Assisted the front office staff in daily administration activities and answered any questions consultant's DIRT staff had; interfaced with Clients; responsible for basic IT in the Southern California office; assisted management in communicating with off-site staff; provided any other duties management requested to help ensure the productivity of the Southern California office. • Previous roles at Consultant:As the Senior Development Review Technician, led the front office staff in daily activities including logging in and out plans, answering phones, speaking with applicants, coordinating plan check with professional staff and management; worked with corporate office to improve Southern California DRT processes; supervise DIRT and scanning staff; review and approve timecards; interface with Clients; responsible for Human Resources and basic IT in the Southern California office;assist management in communicating with off-site staff;supervised up to twenty-five(25)off-site staff members;manage the fleet of company cars in Southern California region; manages office supplies; provide any other duties management request to help ensure the productivity of the Southern California office. Administrator,Stewardship Services Foundation 2012 • Worked the copier and printer for all tax return forms;memorized each state's requirements for number of copies and forms for all returns. TRB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-12 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Jan Bear, SE, CBO I Senior Plan Review Engineer Jan possesses 30 years of experience with municipal jurisdictions, including 20 years with Education management administrative duties. He has overseen the provision of plan review, inspection, permitting, records processing,and code compliance services in the building industry.His extensive Bachelor of Science Degree, technical experience spans in structures and building code provisions for everything from Civil Engineering, residential additions,complex multi-use buildings and developments including high-rise structures. California Polytechnic University at Pomona, Pomona,California As a collaborative leader, Jan provides exceptional leadership skills. He has served as the Chief Building Official for the City of Glendale for over 20 years supervising plan checking operations, building inspections and permit processing. Jan has managed the Appeals Boards of large Licenses I Certifications jurisdictions. He directed the adoption of building codes and fee ordinances. California Structural Engineer, SE 3333 Jan is also ICC certified in multiple areas including as a Building Official, Building Plans Examiner, California Civil Engineer, Building Inspector. CE 39402 ICC Certified: Work Experience Certified Building Official #1064139-CB Lead/Senior Plan Review Engineer,TRB+Associates 2020—Present Plans Examiner Certification #1064139-60 • Contract Plan Review Engineer for major projects and jurisdictions on an as needed basis. Building Inspector Certification . Performs and supervises both residential,commercial,and industrial inspections of work in #1064139-10 progress from start to finish projects. • Communicates compliance elements with clients with solution driven resolve. Professional Affiliations International Code Council, Chief Building Official,City of Glendale,CA 2000—2020 (ICC) Plan Review Engineer,City of Santa Clarita,CA 1993—2000 Los Angeles Basin Chapter of Icc, Plan Review Engineer,City of Beverly Hills,CA 1990—1993 o Chapter President 200S o Chapter Vice-Pres.2004 Plan Review Engineer,City of Los Angeles,CA 1982—1990 o Chapter Secretary,1993 California Building Officials, CALBO American Society of Civil Engineers,ASCE TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-13 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Daniel McLaughlin, PE, CASp I Senior Plan Review Engineer Dan McLaughlin is a registered Civil Engineer and ICC Certified Plans Examiner with plan review Education experience on numerous residential and commercial projects. He has provided structural, life safety, and mechanical/electrical/plumbing, and energy reviews on a variety of residential and Masters in Structural commercial project types. Project types include complex single-family homes, small to mid-sized Engineering retail shell buildings, office and mercantile tenant improvements, and large mixed-use projects. Lehigh University Dan possesses strong structural analysis skills and has an excellent working knowledge of ADAPT, Bethlehem,PA RAM,SAP2000,AutoCAD, Revit,and MathCAD structural engineering software packages. B.S Civil Engineering work Experience Lehigh University Bethlehem,PA Senior Plan Review Engineer,TRB+Associates,Inc. 2014-Present Registration • Dan specializes in plan review coordination with extensive experience on both complex Registered Civil Engineer, commercial and residential projects. Dan has served in project management leadership roles California across many large-scale projects including Phase 1 of the $9 billion RELATED Santa Clara ICC Certified Plans Examiner project,and the$1.5 billion UC DAVIS HEALTH Sacramento Campus,Aggie Square project. • Recently participated in review of 4 story 135,000 sf wood apartment building over 2 story PT DSA Certified CASp parking garage • Participated in review of a 6 story 133,000 sf steel buckling restraint braced frame office Professional Affiliations building • Review a variety of wood,concrete,and steel building types American Institute of Steel 0 Communicate with project engineers and architects on a regular basis Construction Engineering Assistant,Contra Costa County Sanitary District 2011-2014 • Performed submittal check to ensure use of proper materials and equipment • Created site maps to discover location of overflows in the event of clogs in the systems • Performed sewer line inspections to ensure proper installation by contractor • Supervised bore sight to allow continual work when lead engineer not on site Engineering Internship,City of Pleasant Hill,Engineering Division 2007 • Performed quality control of storm drainage system project • Supervised ADA sidewalk installation to ensure proper installation by contractor • Developed PowerPoint Presentation of the City department functions for the City Engineer Residential Construction,McLaughlin Construction 2011,2013 • Extensive knowledge in residential wood construction. Restored Victorian home including repair and seismic retrofit of foundation, re-leveled house and conducted full replacement of electrical, plumbing and sewer line. Completed unfinished basement including framing, insulation,electrical,sheetrock and finish work Collection System Operation Laborer,Contra Costa County Sanitary District 2009,2010 • Performed assigned duties on the hydro, rodding,construction,and utilities location crews TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-14 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Karin Kuffel, SE, PE I Senior Plan Review Engineer Karin has over 30 years of structural engineering experience. Ms. Kuffel has vast structural design Education experience in both complex commercial and residential projects.She has managed many large-scale projects; including hospitals, OSHPD and the Chabot Space and Science Center. Her experience Civil Engineering Bachelor Science includes staff training, building design, and design review, as well as construction supervision and Purdue University;west development of design and construction guidelines for new single-family residences. Lafayette,Indiana Work Experience Master of Business Plan Review Engineer,TRB+Associates,San Ramon,CA 2016—Present Administration Saint Mary's College of Provide structural plan check reviews of large commercial and institutional structures for multiple California;Moraga,California Bay Area building departments. Registration Build Change;Philippines 2014—2016 Lead Engineer - Philippines. Responsible for all technical work and staff of Denver-based Registered Structural Engineer California engineering non-profit's programs and operations throughout the Philippines, including management of Filipino engineering/technical staff comprised of engineers and builder trainers. Supervised training of local staff, building design, design review, construction supervision, and development of design and construction guidelines and recommendations for single-family homes and schools based on the National Structural Code of the Philippines. Crosby Group;San Mateo,CA 2011—2014 Senior Structural Engineer/Project Manager. Project management on multiple design-build projects, working with design team and contractor on fast-track work both in- and out-of-state. Responsible for managing project team from design through construction,developing and tracking fees, deadlines,and deliverables. Independent Consultant 2009—2011 Structural engineering consultant in San Francisco Bay Area. Consultant for small commercial and residential work. Extended contract work for Rutherford & Chekene included multiple hospital projects covering new hospital facility design, OSPHD plan-check work, and construction administration assistance. Biggs Cardosa Associates,Inc.,SF,CA 2006—2009 Senior Engineer. Project management with responsibility for developing work, managing project production work, and overseeing construction administration. Representative projects include oversight for design of 8-story residential and parking structure for Santana Row Parcel 8b(San Jose, California)and the Lowe's parking structure in San Francisco. KPFF Consulting Engineers;SF,CA 2004—2006 Project Manager. Responsible for developing work and fee proposals, managing project engineering, and drafting work, and overseeing construction administration. Project management included design of 5-story addition to Kaiser Santa Rosa Hospital,construction administration for 7- story addition to Modesto Memorial Hospital, and design and construction of low-income housing for South County Housing. Independent Consultant 2001—2004 Structural engineering consultant in San Francisco Bay Area. Consulting clients included Chabot Space and Science Center,SOHA Engineers,and Gerson/Overstreet Architects. TRa+Assneiales CITY OF LAKE ELSINORE l BUILDING PLAN CHECK AND INSPECTION SERVICES 5-15 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Thomas Hemenway, SE, PE I Senior Plan Review Engineer Tom Hemenway is a Registered Structural Engineer with over 30 years of engineering experience. Education Tom's experience includes providing structural,civil,and architectural design and quality control on a variety of industrial, commercial, and residential project types including multifamily podium B.S.Civil Engineering projects,utility-scale power plant facilities,and retail buildings. He has served in design and analysis Technology,Structural capacities for a number of seismic strengthening projects involving timber, steel, concrete, and Emphasis Metropolitan State College, masonry buildings in the greater San Francisco Bay area. His technical skills include 3D modeling Denver and dynamic analysis for large foundations and structures. Select Project Experience Registration • Lead Civil/Structural Engineer on multiple projects including the following: Registered Structural Engineer o NUMMI,Stamping Plant and Plastics Plant Expansion, Fremont California(#5348) o Vandenberg AFB housing development phases III and IV Registered Civil Engineer o 140 Geary Street seismic retrofit,San Francisco,CA California(#52357) o Amgen, Process Lab Building 99,Thousand Oaks,CA. o Huntington Hotel,San Francisco, CA Professional Affiliations o Wells Fargo Bank, Fremont Data Center, Fremont,CA. SEAONC Member • Responsible for Civil,Structural, and Architectural designs for industrial projects domestic and international. • Responsible for structural analysis and design of seismic strengthening to existing timber,steel, concrete,and masonry buildings in the greater San Francisco Bay area. • Responsible for 3D model constructability review for a new GE 7FA natural gas-fired and GE A10 steam turbine, 1x1 combined cycle electric power generating facility. • Responsible for ensuring quality of Civil,Structural,and Architectural construction activities for 600-megawatt natural gas-fired,combined cycle electric power generating facility. • Performed dynamic structural analysis and concrete design for new steam turbine foundation. • Designed concrete and steel structures for Kennecott Copper Smelter Modernization Project, Salt Lake City, UT using STAAD III and Microstation for PC computer. • Designed steel pile and conventional concrete pad foundations for overland conveyor at Falkirk Mine in Underwood, North Dakota. Work Experience TRB+Associates,Inc.,Senior Plan Review Engineer 2016—Present Owner,TjHemenway Design Consultant 2014—2016 Construction and Engineering Interface Manager,Kvaerner North American Construction Inc. and Parson Brinkerhoff JV 2013 Owners Representative,Calpine,Russell City Energy Center 2011—2012 Lead Structural Engineer,Aker Kvaerner 2002—2003 Resident Engineer,Kvaerner 2000—2002 Civil/Structural Discipline Manager,Kvaerner Metals 1998—2000 Senior Structural Engineer, Kvaerner Metals 1997 Civil/Structural Lead Engineer,The Bentley Company 1995—1996 Others 1981-1994 TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-16 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES William Vaughn, SE, PE I Senior Plan Review Engineer William Vaughn is a Registered Structural and Civil Engineer with over 35 years of experience in Education construction, structural engineering design, seismic investigation and structural peer and plan review. Bill has extensive knowledge in commercial and residential buildings as well as industrial Bachelor of Science, facilities using steel,concrete, masonry and timber design.He also has a wide range of construction Structural Engineering, field experience including supervision,construction methods, product development and structural Masters-level Course Work in Structural Engineering, inspection. Of particular note, Bill's steel design portfolio includes 2 Moment Frame patents with Portland State University, HSS Steel Columns and Wide Flange Beams. Portland,Oregon Bachelor of Arts,Economics, Select Protect Experience Course Work in Business 0 Provided structural design and peer review services for clients with residential, multi-family, Administration and Industrial Engineering,State University of and commercial buildings using timber,steel,concrete,and masonry design. New York,Buffalo,New York 0 Produced structural designs for new buildings and provided structural designs and evaluations for alterations to existing buildings. Registration • Designed seismic strengthening of un-reinforced masonry buildings, wood buildings, and concrete tilt-up buildings. Registered Structural Engineer, • Produced repair designs for earthquake damaged facilities and for other structurally damaged California buildings. Registered Civil Engineer • Conducted analyses of existing buildings to assess compliance with codes and drawings. California 0 Performed investigations of earthquake,fire,and flood distress. Prepared reports,engineering analyses,and repair recommendations. Professional Affiliations • Provided expert witness,structural peer review and plan review services. • Investigated structural damage and distress for litigation preparation purposes. Prepared Structural Engineers reports,engineering analysis,and recommendations to client. Provided design preparation and Association of Northern construction observations for repair designs. California(SEAONC) Structural Engineers Structural Peer Review Association of California • Haas School of Business, University of California, Berkeley, CA (SEAOC) International Code Council Structural Plan Review (ICC) • Russell City Energy Center, New $800 million Power Plan Project (for California Energy Commission), Hayward,CA East Bay Chapter oflCC • Newell Village Mixed Use Project,Walnut Creek CA • Terraces at Los Altos Mixed Use Project(Phase 3), Los Altos,CA • New Family Dollar Store,Sacramento,CA Structural Design • Chevron Willbridge Terminal Upgrade, Portland, OR • Chevron Eureka Terminal Upgrade, Eureka,CA • Kaiser-Lennon Lane Mechanical &Seismic Upgrade,Walnut Creek, CA Work Experience TRB+Associates Inc.,Senior Plan Review Engineer 2011—Present Vaughn Engineering,Principal Structural Engineer 1994-2011 David L. Messinger&Associates,Civil&Structural Engineer 1990—1994 Alan R. Horeis Structural Engineers,Civil Engineer 1987—1990 Others 1971-1987 TRB+Assoeiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-17 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Deborah Sandercock, SE, PE, CASp I Senior Plan Review Engineer Deborah has nearly 25 year's building life safety experience, serving as a Building Official, Education Supervising Structural Engineer and Deputy Director of Planning and Building for multiple jurisdictions.From her private sector work,to serving as a Supervising Structural Engineer for Contra MS in Civil Engineering,University of California,Irvine Costa County,and later a Deputy Director for the City Oakland,she has been involved in the building industry since 1993. Ms. Sandercock has vast experience in complex industrial, commercial and BS in Architectural Engineering, residential projects. She has also managed multi-division staff in the areas of building, housing, California Polytechnic zoning,code enforcement and inspection. University,San Luis Obispo Work Experience Licenses I certifications Building Official/Deputy Director Planning&Building,City of Oakland 2013—2016 Structural Engineer,California Plan, direct and coordinate through subordinate supervisors a variety of building services (4511) including building, housing and zoning code compliance and enforcement, inspection services, Professional Engineer,CA engineering and plan review services, permit processing and seismic safety programs; develop (56904) and implement the new Accela permitting system; develop and present legislation for new programs and adoption of local codes to County,Administrator and Mayor;perform analysis for Certified Access Specialist, fee study and develop new fee schedules; resole complex building service issues; provide code California(288) interpretations to staff, city officials and constituents; handle disciplinary issues and performance appraisals; direct the process for hiring staff; oversee department budget and finances, develop and implement department policies and procedures; work closely with Council, public and private groups to explain or coordinate programs and proposed projects. Supervising Structural Engineer,Contra Costa County,Martinez CA 1999—2013 • Supervisor of plan check and engineering staff as well as the Application and Permit Center; develop department policies and County ordinances, make policy recommendations on code interpretations, provide technical training/support for plan check and inspection staff, review plans for compliance with structural,fire and life safety, disabled access requirements. • Perform and manage plan review for oil refineries and power generating plants, review and update permit fees,assist in the development and maintenance of the Accela permitting system, handle disciplinary issues and perform annual appraisals, Certified Access Specialist for the department. • Powerplant Experience—Marsh Landing Generating Station,Antioch—2010-2013 Project Engineer,DASSA Design,San Francisco,CA 1998—1999 • Structural analysis and inspection of public-school buildings for the development of seismic strengthening plans. Structural analysis and inspections of hospital buildings for the development of Senate Bill 1953 reports. Project Engineer,Deems Lewis McKinley Architecture 1997—1998 • Structural design of new public-school buildings and seismic strengthening plans for existing public-school buildings. Design Engineer,Ficcadebti&Waggoner,Inc. 1993—1997 • Structural design of commercial buildings. Inspection and design of repair plans for earthquake damaged buildings. Forensic inspection and analysis of existing residential buildings to determine structural deficiencies and develop repair plans.Design of curtain wall systems in light gauge and structural steel. TRB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-18 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Mike Kaszpurenko, SE, PE I Senior Plan Review Engineer Mike Kaszpurenko is a registered Structural and Civil engineer with over 30 years of engineering Education experience. His experience encompasses the plan review, design,evaluation,and retrofit of various Bachelor of Science, types of building and non-building structures using concrete, steel, masonry, wood, and light-gage Civil Engineering,Clarkson metal. University,Potsdam,New York, Mike's experience includes working for a large structural steel fabricator where he was involved in 1976 detailing of shop drawings, design of connections,and on-site field review. Registration Select Protect Experience Registered Structural Engineer, California Industrial, Manufacturing • Corn Products Cogeneration Facility,Stockton, CA. Plan review of boiler building and Registered Civil Engineer miscellaneous foundations for new facility. California • Nine Mile Point Two Nuclear Power Plant, New York. Miscellaneous connection designs. • Oswego Power Plant, Oswego, New York. On site engineer,for fabricator of breeching,during Professional Affiliations construction of oil-fired power plant. Structural Engineers Commercial/Government/Civic Association of Northern • 600 Sutter,San Francisco, CA. New eight story building. California(SEAONC) . 973 Market,San Francisco.Seismic upgrade of an existing 8 story brick and concrete building. FEMA Structural Specialist,for • Saks Fifth Avenue,San Francisco, CA. Foundation shoring for a new department store. Urban Search and Rescue,Task . El Camino Real Hotel,San Mateo,CA. Preliminary design of a new three-story hotel. Force 7,Sacramento,CA. . 1989 Loma Prieta Earthquake,San Francisco,CA. Damage assessment of numerous apartment California Office of Emergency buildings and other structures for the City of San Francisco. Services Volunteer for post- • City Center Rotunda,Oakland,CA. Upgrade of three,eight story adjacent buildings into one earthquake building review. multifunction facility. Education,Assembly/Healthcare • Windsor Middle School,Windsor, CA. New$11 million School Campus. • Laguna Salada School District, Pacifica,CA. Survey of 12 school campuses for Pacifica School District. • Clovis East High School,CA. Plan check review for the Office of the Office of State Architect on several buildings of a new campus. • Kaiser Hospital Service Building,Walnut Creek,CA. New two-story support facility for a hospital. Multi-unit Residential • Winterland Apartments,San Francisco,CA. Engineer of record for a 304-unit apartment complex consisting of four stories of wood framing over several levels of concrete parking. • Park Hill Terrace,San Francisco. Upgrade and extension of former 8 story hospital building into condominiums. Work Experience TRB+Associates,Inc.San Ramon,CA 2009—Present Structural Engineers Collaborative,San Francisco,CA 1986—Present Culley Associates,San Francisco,CA 1980-1986 H.J.Degenkolb&Associates,San Francisco,CA 1978-1980 Cives Steel Corporation,Gouverneur,New York 1976-1978 Tn"+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-19 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Jeff Brooks, CASp I Senior Plans Examiner Jeff possesses over 40 years in the construction industry with 21 years as a building inspector Education performing commercial and residential inspections with extensive knowledge of plan review in the Cosumnes River College building life safety, accessibility, plumbing, mechanical disciplines throughout Northern California. Building/Home/Construction Jeff's expertise spans in the review of highly complex projects of all types. He also has 20 years of Inspection/Inspector experience working in the trades and as a contractor building custom homes. Licenses I Certifications As a collaborative leader,Jeff recently provided exceptional leadership skills as the Cannabis Project Manager for the City of Sacramento Building Division. He also provided training and direction for Certified Access Specialist other plans examiners and inspectors for legal related facilities. He works well with the public as ICC Commercial Building well as his colleagues and maintains high levels of productivity, reliability with excellent work ethic Inspector to deliver high quality customer service. ICC Commercial Plumbing Jeff is ICC certified as a Commercial Building, Mechanical, and Plumbing Inspector. In addition, he Inspector is certified as a California Access Specialist(CASp).Jeff has well-rounded experience in the building ICC Commercial Mechanical industry. Inspector Work Experience Honors/Awards Senior Plans Examiner,TRB and Associates,Inc. 2021—Present Building Official Leadership . Reviews complex plan drawings and calculations for code compliance on behalf of client Academy—CALBO - Building Official Leadership agencies. Academy(BOLA)Award for 0 Performs residential combination inspections and commercial building inspections. completing the CALBO BOLA . Inspects and reviews all manner of construction, including new residential, additions, program for2017-2018. alternations, improvements,and commercial projects. Employee of the Month-City Building Inspector/Plans Examiner,City of Sacramento 2000—2021 of Sacramento Director of Community Development- Awarded to the employee General Contractor,Brooks Construction 1980—2000 who demonstrates excellent customer service and performance Skills Municipalities Construction Code Enforcement Life Safety Building Codes Plan Review Building Inspections NFPA Interpersonal Skills TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-20 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Jim Begley, FPE, CFM, LEED AP I Fire Protection Engineer Jim Begley has almost 20 years of experience and began his engineering career in 1993 at Lockheed Education Martin Energy Systems in Oak Ridge,TN.After relocating to Las Vegas in 2002,Jim was responsible Worcester Polytechnic for hospitality projects such as Caesars Palace, Hard Rock Hotel,the Palms Casino, Bally's and Paris Institute Hotel Resort while managing the Las Vegas office of Schirmer Engineering Corporation.In May 2005 M.S.in Fire Protection Jim joined JBA Consulting Engineers as the Director of Fire Protection Engineering and became Engineering-2006 Director of Domestic Business Development in 2008 prior to establishing his own firm in 2010. University of Maryland at College Park Jim is a registered Fire Protection Engineer in 18 states. While at the University of Maryland, Jim B.S.in Fire Protection Engineering-1996 was awarded membership to the Salamander honorary fire protection engineering fraternity. Jim is a past President of the Southern Nevada chapter of the Society of Fire Protection Engineers(SFPE) Registration I Certifications and currently sits on the SFPE Board of Directors on an international level. Licensed Fire Protection Select Project Experience Engineer: California,Nevada,Arizona,15 additional states SHRA 12-Story Building Remodel,Sacramento,CA Russell City Energy Center Project, Hayward,CA LEED Accredited Professional Lodi Energy Center Project, Lodi,CA ICC Certified Fire Marshal River Rock Casino, Healdsburg,CA Aliante Station Hotel and Casino, Las Vegas, NV ICC Certified Fire Plans Barona Resort&Casino, Lakeside, CA Examiner Caesars Palace Hotel and Casino, Las Vegas, NV ICC Certified Fire Inspector Diamond Jo Casino, Northwood, IA Professional Affiliations: Diamond Jo Casino Dubuque, Dubuque, IA Durango Station Hotel and Casino, Las Vegas, NV National Fire Protection Encore at Wynn Las Vegas, Las Vegas, NV Association(NFPA) Golden Nugget Hotel &Casino, Las Vegas, NV Society of Fire Protection Legends Casino,Yakima,WA Engineers(SFPE) Little Six Casino, Prior Lake, MN Member grade Mystic Lake Casino, Prior Lake, MN SPFE Palms Casino Resort Phase II, Las Vegas, NV Member of International Board Palms Casino Resort Concert Venue, Las Vegas, NV of Directors Snoqualmie Casino,Snoqualmie,WA Tropicana Mega Resort, Las Vegas, NV Wynn Las Vegas, Las Vegas, NV Work Experience TERPconsulting 2010—Present jba consulting engineers 2005-2010 Schirmer Engineering Corporation 2001—2005 Fire Protection unlimited 1999—2001 Performance Design Technologies 1997—1998 Nexus Technical Services Corporation 1996—1997 Lockheed Martin Energy Systems 1993—1996 TnB+Assnmales CITY OF LAKE ELSINORE l BUILDING PLAN CHECK AND INSPECTION SERVICES 5-21 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Steven Block, E.E. I Senior Plan Review Engineer Steven Block is a highly skilled electrical engineer with over 25 years' experience in the electrical Education engineering field. His expertise includes electrical design and plan review for compliance with the B.S.Engineering,Physics National Electrical Code, California Electrical Code, California Energy Code, local ordinances, California State University, National Electrical Safety Code, California Electrical Code, California Energy Code, local ordinances, Northridge,CA National Electrical Safety Code, OSHA and other applicable laws, ordinances, regulations, and standards(LORS). Registration Projects reviewed for code compliance include commercial and industrial solar power plants, Registered Electrical Engineer commercial natural gas power plants,wastewater treatment plants, and cement plants, industrial California,Nevada,Arizona, and commercial buildings,parking structures,hotels,and municipal utilities. Designed and provided Hawaii construction sup port for traffic signals, highway lighting,closed circuit television,traffic monitoring stations, maintenance stations, and storm water pumping stations. Work Experience Senior Electrical Plan Review Engineer,TRB and Associates 2016—Present • Plan review for residential,commercial,and industrial installations—Phillips 66 Naval Weapons Station, OSHPD 3 reviews for the City of Sacramento, Benicia Valero Refinery Audit, Child Daycare Center in Santa Clara, new apartments in Sacramento. Senior Electrical Engineer,Private Consulting Firm 2004—2016 • Plan review for code compliance and field inspector support—Silver State North Photovoltaic Generating Station, transmission lines, and high voltage substation (Nevada), Palomar Power Project (California), Panoche Energy Center (California), Abengoa Solar Thermal Generating Station and substation(California),Genesis Solar Collector Generating Station(California),Inland Empire Energy Center (California), Distributed Energy Partners Generating Stations (Hawaii), Various Wind Power Generating Stations in Solano County,CA,and other generating stations. • Plan review for commercial and industrial installations—FBI Honolulu, Disney Hawaii, Fort Irwin Military Housing(California),various rooftop photovoltaic installations(Hawaii),Valero Refinery Benicia (California), Transmission Line Feeder for Concrete Plant (Nevada) and Various Cellular Tower Installations(Hawaii). TRB+Assneiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-22 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES James Johnson, E.E., QCxP I Senior Plan Review Engineer James Johnson is a Registered Electrical Engineer (Hawaii), ICC Certified Electrical Plans Examiner, Resistration I Certification and Qualified Commissioning Services Provider (QCxP) with over 30 years of experience Registered Electrical Engineer— encompassing electrical engineering design and plan review. Mr. Johnson has provided electrical Hawaii plan review on a variety of project types including commercial building,tenant improvements,and ICC Certified Electrical Plans photovoltaic systems. In addition, Mr. Johnson has performed extensive power and lighting Examiner systems design, engineering and construction document production,and project management. Qualified Commissioning Select Skills/Proiect Experience Services Provider(QCxP) Construction Quality Control • Analyze permit submittal plan documents for conformance to adopted national, state, and Reviewer(CQCR) city/county codes including NEC, NFPA, IBC, ICC and UFC standards. • Conduct forensic electrical systems investigations to determine origin and cause failure of Professional Affiliations equipment and associated distribution systems including power, lighting and fire alarm with Illuminating Engineering analysis and resolution of legally adopted Code compliance issues. Society(IESNA) Provide scheduled review as CQCR of electrical construction documentation with scheduled International Association of site inspection to assure quality construction in accordance with minimum codes and standards Electrical Inspectors for U.S.government projects. Building Commissioning Professionally managed a wide variety of governmental, commercial, institutional, and Association(BCA) residential projects with associated commercial and emergency, renewable and non- International Code Council renewable power, lighting,and telecommunication systems. (ICC) • Provided oversight of engineering skills development and implements of Engineers-In-Training. Volunteer Affiliations As a lead instructor at Leeward Community College,taught Math,English and Writing from high school through college freshman levels. Board Member, Richmond High School • Proficient in Microsoft Word, Excel, PowerPoint,Adobe PhotoShop and Acrobat Pro,AutoDesk Engineering Academy Advisory AutoCAD MEP 2013. Revit MEP 2013. Board 2014—Present Work Experience Volunteer Writer/Coach, El Cerrito and Richmond High Senior Plan Review Engineer,TRB+Associates,Inc. 2014—Present Schools 2013—Present Certified Electrical Plan Reviewer,City and County of Honolulu 2013—Present Senior Electrical Engineer/Project Manager, Moss Engineering 2005—2013 Office Manager,Senior Electrical Engineer,Tower Engineering 2000—2005 Senior Project Engineer/Manager,Applied Engineering 1995—2000 Lead Instructor,Office of Continuing Education and Training,Leeward Community College, Pearl City,HI 1995—2000 Senior Electrical Design/Project Manager,Bennett, Drane,Karamatsu Engineers, Honolulu,HI 1985—1995 TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-23 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Aaron L. Collins, M.E., QCxP I Senior Plan Review Engineer Aaron Collins is a licensed mechanical engineer with over 10 years of experience in mechancal Licenses and Certifications and plumbing design and peer review. Aaron's track record includes reviewing and analyzing • Professional Engineer,State engineering drawings and designs on various complex mechanical and plumbing projects, of California(#M37735) ensuring adherence to current codes and standards. Aaron has successfully coordinated with • Professional Engineer,State multiple professionals such as Architects, General Contractors, Electrical, Structural, and of Texas(#136209) Plumbing Engineers to fulfill project requirements and exceed client expectations. He possesses • Certified in Plumbing Design excellent interpersonal skills,maintains high levels of productivity,and has a strong work ethic to (CPD),ASPE • Quality Commissioning deliver top-notch customer service. Provider QCxP Certification Aaron is ICC certified as a Mechanical and Plumbing Plans Examiner,certified in Plumbing Design ICC Certified (CPD),and is a Quality Commissioning Provider. • Plumbing Plans Examiner • Mechanical Plans Examiner Work Experience Plan Review Engineer,TRB and Associates,Inc. 2023—Present Education . Provides building plans examination for jurisdictions on an as-needed basis. Responsible for • B.S.in Mechanical providing plan check reviews for residential and commercial structures. Engineering,California State a Reviews building plans and related documents for compliance with California Building Codes, University,Los Angeles agency requirements and policies. Software Associate Mechanical Engineer(E-5),Kennedy—Jenks Consulting 2022-2023 REVIT • Designed and led engineering efforts for HVAC and plumbing systems in water/wastewater • • AutoCAD treatment facilities, pump stations,and water processing centers. • BlueBeam • Supported engineering for various projects with mechanical engineering scope. • Trane Trace • Designed water pump stations of various capacities. • EnergyPRO, • Drafted technical memoranda to communicate with clients. • Microsoft Office(Word, Excel,Power Point,outlook) Mechanical Systems Engineer III,Jet Propulsion Laboratory—Caltech 2018-2022 • Acted as the overall quality control agent to ensure the design integrity of all mechanical and plumbing related projects at JPL. Professional I Affiliations . Reviewed designs of various mechanical and plumbing projects at JPL. • ASHRAE(American Society . Participated in annual inspections of the entire JPL facility. of Heating,Refrigeration, • Consulted JPL designers on various code-related issues. and Air Conditioning Engineers) • Actively participated in the review and revision of JPL Facility Design Standards document. • ASPE(American Society of Plumbing Engineers) Mechanical Engineer,Gannett-Fleming,Inc. 2017-2018 • AWWA(American Water 0 Designed new taxicab driver facility for the City of Phoenix Sky Harbor Airport. Works Association) . Designed and engineered various HVAC and plumbing systems for UCLA. • Designed and engineered replacement of multi-zone unit for new conference center at UCLA. • Designed the sanitary system for UCLA Women's Clinic. Mechanical Engineer,PBS Engineers,Inc. 2016-2017 • Engineered mechanical and plumbing systems for commercial and LAUSD projects. • Served as a commissioning agent for mechanical and plumbing systems. • Managed documentation for LEED Certification for a large commercial project. Project Manager&Engineer,Suburban Water Systems 2015-2016 • Project Manager of capital projects aimed at improving and repairing the water system, including the replacement of reservoirs,pump stations,and pipelines. • Conducted fire hydrant flow testing and troubleshooted flow deficiencies. Mechanical Engineer I,AECOM Technical Services 2013-2015 • Reviewed and designed plumbing systems for the Port of Los Angeles Marine Operations Command building. • Utilized BIM software such as REVIT, Energy Pro,and Trane Trace to determine building HVAC loads,size mechanical systems and ensure Title 24 Compliance. TRQ+Assneiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-24 DocuSign Envelope ID:84C61BBA-684C-479D-A98D-OE6FD7B1D75D ORGANIZATIONAL STRUCTURE AND RESUMES Peter Kogan, M.E., LEED AP I Senior Plan Review Engineer Peter Kogan is a licensed mechanical engineer with over 30 years of diversified experience in the Education construction industry. His expertise lies in the areas of design and construction administration for MasHeating, Ventilation and Air Conditioning, Plumbing, Fire Protection, Energy and Building Studies, Engineeringr of , Moscow Mechanical and Value Engineering. In the past ten years he was responsible for the design and renovation Engineering,Moscow Aeronautical Institute,Russia construction of several historical preservation projects. Peter's extensive experience and personal attention to project details has always assured professional services performed within budget and Registration I Certification to complete client satisfaction. Peter has published several technical articles in the national magazine "Heating, Piping, Air Registered Professional Conditioning" and recently had an article published in the architectural magazine "Progressive Mechanical Engineer: California,Hawaii,Nevada, Architecture". Peter has presented a technical paper on World Energy Congress in Atlanta,Georgia Texas,Colorado,Arizona in 1990. Certified Energy Manager Select Project Experience (CEM),State of California LEED Accredited Professional Healthcare • New Medical Facility, Nevada Air National Guard, Reno, NV • Radiology/Oncology Labs Renovation, Hospital Building, UCSF,San Francisco,CA • Renovation of Buildings 210/212&301, Metropolitan State Hospital, Norwalk, CA • Sonoma State Hospital, Central Plant HVAC Modifications,Sacramento, CA Education,Assembly • Wet Research Laboratories in Building 74, Lawrence Berkeley Lab, Berkeley, CA • Medical Research Laboratories,Warren Hall, UC Berkeley, CA • Calvary Church, Los Gatos,CA. New 80,000 sq.ft., 2-story Life Center with Classrooms, Multi- Use Room,Gymnasium, Meeting Halls,etc. Multi-unit Residential • New Condominium Complex,San Francisco, CA. New 7 Story Condominium Complex located at 1438 Green Street • Military Housing and Commercial Facilities, NAS Fallon, NV. New 3 Building Housing Complex comprising 126 Bachelor Enlisted Quarter units&new base Administration, Maintenance,Shop and Storage Facilities. Commercial • The Disney Store, New Retail Store,Winward Mall, Kaneohe, HI • Office Building,San Francisco,CA. New 3 Story Office Building located at 325 Pacific Avenue • New Ruth's Chris Steak House Restaurant,The Montage, Reno, NV • Foods Pilot Plant Expansion for Clorox Corporation, Pleasanton,CA Government, Civic • Renovation of 3—Building Command Headquarter Complex,Travis Air Force Base, Fairfield, CA • New 2-story Fitness Center at Naval Postgraduate School, Monterey,CA • New International Arrival Building, Oakland Airport,CA Work Experience TRB+Associates,Inc 2008—Present Peter Kogan Associates,Owner 1988—Present TnB+Assneiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-25 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Michael Osborn, PE, LEED AP I Senior Civil Plan Review Engineer Michael Osborn is a senior engineer at Provost & Pritchard. With over 20 years of engineering experience,Mr.Osborn has been involved in a variety of public works,residential and commercial Licenses and Certifications development,and educational facility projects. His areas of expertise include site grading design, Registered Civil Engineer I Americans with Disabilities Act (ADA) Site accessibility design and assessment, stormwater 66022 management, storm drainage, sanitary sewer systems design, street design, and site development. LEED AP,2009 Work Experience Education Bachelor of Science,Civil Plan Check Engineer,Grading and Drainage Plan Check Services I City of Santa Clara,CA Engineering California Polytechnic Mr. Osborn is currently assisting the City of Santa Clara by providing grading and drainage plan University,San Luis Obispo,CA check services for various projects in the city.Mr.Osborn has been a primary plan check engineer, reviewing on-site development and associated improvements in the public right-of-way in Caltrans Local Assistance relation to demolition,grading and drainage. Projects have varied in size from single commercial Resident Engineer(RE) Academy buildings to multi-family residential to the multi-phased, mixed-use Related Santa Clara project. Affiliations City Engineer I City of Mendota,CA Leadership Santa Barbara Mr. Osborn is the current City Engineer for the City of Mendota. His responsibilities include County,Board of Directors management and coordination of the City's state and federally-funded street projects through the Fresno County Council of Governments (FCOB) and Caltrans DLAE and coordination with the Leadership Fresno,Class 31 City Manager and Public Works Department on infrastructure issues with streets, water, sewer, American Society of Civil and storm drain. Mr. Osborn has a significant role in assessing and identifying pavement Engineers(ASCE) conditions and storm drain infrastructure issues and needs for the City and putting that knowledge to use in assessing potential flooding issues and coordinating pavement maintenance and street reconstruction. Project Manager,On-Call City Engineering Services I City of Dinuba,CA Mr. Osborn provided general civil engineering services to the City of Dinuba, assisting the City's Public Works Department to complete capital improvement projects for 18 months. Projects that were included under this contract ranged from providing civil engineering and land surveying for park facility upgrades, ADA compliance, updating the City's Urban Water Management Plan, development reviews,and grant writing assistance. Project Engineer, ADA Assessment and Barrier Transition Plan, Community Regional Medical Center I Fresno,CA Mr. Osborn was the project engineer responsible for completing an ADA compliance site self- evaluation of the Community Regional Medical Center campus. The exterior site-evaluation consisted of the paths of travel from parking stalls to building front doors, and paths of travel between buildings. Upon completion of the evaluation and results report,a Barrier Removal Plan was prepared and included a detailed list of compliance areas that needed to be addressed. Project Manager, Ongoing Consulting Services, Santa Barbara Community College District I Santa Barbara,CA Mr. Osborn was responsible for providing ongoing engineering services for the Director of Facilities & Operation and Campus Development. He prepared a pavement assessment of all three campuses within the District, which led to the District's first pavement management plan. In addition, he improved approximately 30,000 square feet of pathways, repaired or resurfaced approximately 10 acres of asphalt pavement,improved the sites of 27,840 square feet or modular buildings, and improved accessible parking and routes of travel around each project. Additional scope of services included mapping existing utilities and improving potable water and sanitary sewer facilities to new buildings. Mr. Osborn also studied slope erosion and prepared "on-call" emergency slope repairs,and provided site grading, paving, utility and storm water management improvements for new building construction as the project civil engineer on several architectural teams. TRB+Assoeiales CITY OF LAKE ELSINORE l BUILDING PLAN CHECK AND INSPECTION SERVICES 5-26 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Reggie Meigs, CBO I Chief Building Official Reggie has 42 years of comprehensive building safety experience. He has overseen the provision of Education plan review, inspection, counter, permitting, and code compliance services to more than 35 cities College Coursework, and counties throughout California. He has been a CALBO instructor for courses in the Civil/Electrical Engineering computerization of Building Departments, Disabled Access,and Occupancy Groups. Reggie has also been a member of various professional code committees; including the State Fire Marshall's Committee for Residential Care Facilities. Registration I Certifications CABO Registered Building Reggie provides project management and supervisorial services to clients on an as-needed basis. Official,CBO#1003 He has served as a Chief Building Official for numerous jurisdictions in the public sector as well as on a consultant basis. ICC Certified Professional Building Official, #5215342 Select Project Experience • A/E Planning and Engineering, County of Orange, CA. Building and Safety Task Leader overseeing building plan review and inspection efforts for planned developments in the county. Currently,focusing services on the Ranch Plan,County's largest development. • Chief Building Official, City of Jurupa Valley, CA. Manages the City's Building and Safety Department overseeing plan review, permit counter assistance, inspection, and code enforcement. Building plan reviews are checked for compliance with building codes and access requirements, as well as any adopted codes to promote sustainability. Reviews include architectural,structural,mechanical,electrical,plumbing,green,and energy.Accessibility Code Enforcement includes managing complaints, investigating potential violations and enforcing the City's codes. • Building Safety Services, County of Los Angeles, CA. District Engineering Associate and Senior Building Engineering Inspector/Office Manager. Trained 100+ building inspectors. Oversaw building inspection services for the Cities of Artesia, Cerritos, and Lancaster. • Chief Building Official, City of Riverside, CA. Managed the City's Building and Safety Division, supervising 21 full-time employees. Developed programs to track permits and inspections as part of the City's program of office automation, which drastically improved efficiency. One major project under his oversight involved overseeing the Building Safety plan review and inspection for the Riverside Municipal Airport expansion (hangers, office space, other buildings). • Chief Building Official, City of Orange, CA. Managed the Building and Safety Division. Prepared budgets totaling$1.2 billion for several sections within the division, managed an in-house staff of 19 employees and oversaw contracts with two plan check firms. Also assisted in the development of a custom permit tracking program that saved the City$20,000. • Chief Building Official,City of Berkeley,CA.Responsible for the City's plan checking,inspections, housing code enforcement and counter administration and supervised a staff of 22 employees. Implemented a "One Stop Permit Center Process"which reduced plan check turnaround time from 8-12 weeks to 1-2 weeks without hiring additional staff. • Chief Building Official, City of San Ramon, CA. Helped expand services (code enforcement), added services at the front counter and incorporated local Fire District and Engineering Department representatives to create a true "One Stop Shop". Assisted the Building Division with streamlining the Building Permit computer system and helped implemented and design new software to assist the code enforcement section in maintaining their case files. Achieved 90%cost recovery on code enforcement. TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-27 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ORGANIZATIONAL STRUCTURE AND RESUMES Monty Straub I Senior Combination Building Inspector Monty Straub possesses over 25 years of experience in the construction and building & fire/life Education safety industry. For over 14 of those years, Monty served as a Building Inspector for Contra Costa County. He has extensive knowledge of the practical application and enforcement of adopted Certificate onst u t i o andAch Building construction codes, standards, and local ordinances in construction inspection. Monty applies Construction and Building Inspection,Diablo Valley a customer service focus in carrying out his building safety inspection responsibilities. College,CA Monty's professional inspection experience encompasses commercial, industrial, and residential Certifications projects. His experience includes serving as a Delegate CBO inspector on two power plant projects located in Contra Costa County. In that role, he provided daily inspections to verify compliance ICC Certified Building with all applicable laws, ordinances and regulations, as required by the California Energy Inspector Commission. ICC Certified Mechanical Inspector Select Protect Inspection Experience ICC Certified Plumbing • City of Walnut Creek Staff Augmentation Assignment-Building Inspector Inspector ICC Certified Electrical • Served as Delegate CBO Inspector on the following California Energy Power Plant Projects Inspector located in Contra Costa County ICC Certified o Gateway/Mirant Energy Center(530 MW,Combined-Cycle Facility) Combination Inspector o Delta Energy Center(880 MW,Combined-Cycle Facility) • Provided code compliance inspection services at the Shell and Conoco/Phillips Oil Refineries located in Contra Costa County. • Inspected numerous commercial buildings,e.g.,AAA Building in Walnut Creek • Avalon 5 story multifamily residential project near Pleasant Hill Bart • Stratford Sr. Housing in Pleasant Hill, CA • Seeno Tract Subdivisions, Pittsburg CA • Blackhawk Plaza shopping center remodel and addition, Blackhawk CA • Several Custom Homes, Blackhawk CA Work Experience TRB and Associates,Inc.,Senior Building Inspector 2012—Present Contra Costa County,Senior Building Inspector 1997—2011 Straub Construction,Independent Contractor 1984—1996 TRB+Assneiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 5-28 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CITY SERVICES AGREEMENT & INSURANCE COVERAGE • Professional Services Agreement - Acceptance of Terms and Conditions To confirm, TRB has reviewed the City of Lake Elsinore's standard consultant contract included as Attachment B in the City RFQ document, and agrees to the professional services agreement terms and conditions as provided. Insurance Coverage Verification Also to confirm,TRB possesses all required insurance coverage and licenses, as indicated in Attachment A of the City RFQ. A copy of our firm's insurance certificate currently on file with the City of Lake Elsinore is provided below (includes description of types of coverage and dollar amount limits). a CERTIFICATE OF LIABILITY INSURANCE DAM ,a2eo2° THIS CERTIFICATE IS ISSUED AS 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 certlticate holder Is an ADDITIONAL INSURED,the policy(les)must have ADDITIONAL INSURED provlslons 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 HAME= DaYId Saochao AM Tnv LlbonY Company Insurance Brokers3fiCO we Mel. I i'lriDD79653 AooRESS: DaYid SHHrhuu(mlitwr[ysurnpunycrnn 5955 De$Old Ave.Ste 250 IHSIIRERIS AFFORDING COVEPA6E NAIL I Woodlamd H915 CA 91367 INSURER A_ Conlinentef Casualty Company 310443 INSURED INSURER B: National Fir9 Ins Co Ol Hanfferd 2D47$ TRB AND ASSOCIATFS 1N3URER C: TrenSpnrlxhlxr InSfr®nCa Cc 20404 3180 CROW CANYON FL=21 t, INgu;RER p: Emp"m Preferred Ins.Co. 10M6 INSURER E: U•$.$1 ,olty Insurance Co. 2M SAN RAMON CA 94503 INSURER F: COVERAGES CERTIFICATE NUMBER' {:L23102782N7 REVISION NUMBER' THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATLU.NQTVATH5 ANUING ANY NLUJIRLMLN I,ILRM OR CONUI T PON OF ANY CANT RAC OR 011ILR UOCUMLNT WITH RE$PECT TO WHICH I I IIS 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. A°OL SUHR POLICY EFF POLICY EXP L1R TYRE Of INSURANCE IN&D WVD POUCYIaJlBER (MNVmNy7Y) tMMtm"") LAaia GOWSOMLRL dEMERAL LIABILITY tACH r}Ly;iAtllcNt;E a 2,000,OOD Cua,+$.ra oe ®pCCVR F F.usrsirnw=.j 0D0.000 r,>tD rxn twrc wN•w.afnl 3 10,000 A Y Y 20971$%34 II.10.12023 11110'2024 ptiRssxwr<aAwINIURY s 2.000,000 CENL AGZ4traTE LIMIT APPrrS PER GENEN AGXIAEG4TE S 4,000,000 X-x'Y D a ❑Loc Pfmntx'Ts-Obk1DAWAGG S 4-000.000 OTH€R. It A.uroMCeILE LnAaIurY OOh�� Lra S I,000,000 ANYA11T0 EOOILYINIURY(Pvptls ) S B X A OWNED OMY °�o Y Y 701344G06S 111f OrM3 1111OM24 90DLYINAiRv@Pvxaaiion S X rwREo x wjrvTYNEo s AIJKn OMY mffos ONLY S X uueRELv uaa X OCCUR EACH OOMORENCE S 2,0W,000 C E]CCESiLIu ' •ham 7036238862 11110f2023 111IW2024 SSE i 2.01K.ODD fIED y fltntNilOrJ s 0 'L WORKERS COMPENSATOR FR 7H. AND EMPLOYERS'IJA8ILRY YIN 1,000,000 D 'PRdPRIRORNARTI�RlTxEOIJTl14( D NIA Y EIG453819503 "fl1110f2023 1114V2024 !L O LNCHACtE T ; U*>,U[,R%m Mbtik EXCLVOW? 1.OI]0.009 (MYaen-L—y In MR) e-L DISMASE-EA 1IMPLOYEE S bES4:F71P�I iuN CYdOPE RAT iOnLS Dtlbx CL INSEAM.POLICY LMT s 1•ON,000 each Gam 2-000.000 RrdfaSSibnal Liability(ESOI E 10552334220 II!10f2023 11fiA2024 eg¢egete 2,000p06 retention 25.000 DEPCSAPYIDN OF OFERATIDNS I LOCA111ONS I VEIRCkEB IACORD 101•AMPINvur Phi—iMs SCNdrlr,may N xradNd if Teri SpS NFogwrqcq RE:On-Call Building Services. Wharoby as Required by—iltan aonhad and agraamenl,the City of Laku Fls—..its elected or appointed dffcars.oflioJaI5-omp"(.S.a9anls and volunteers are included as an Additional Insured under 11%Commprpai General Liability and Auto on a PrmorylNon.Comributary basis par f6m1S SB300176D fEd.6.16)&SBI469UB(6,16)SAC 85 43 06 18.Waiver of Subrogation in favor of the Additional Insured applies to the General Liability,Auto and Workers Compensalion per farms S83OD176D(Ed.6.16).AC 85 43 06 18 A WC 04 33 M(Ed.4.84).30 day notice,of cancellation except for 10 day notice raspacts no.poymenl of premmum par policy provisions Excess liability is follow form over Ooneral,Auto,and Employers Liability CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL SE DELIVERED IN City of Lako Elsinore ACCORDANCE WITH THE POLICY PROVISIONS. All.Sill Bell AWHOR[ZED REPRESENTATIVE 130 South Main Sheaf Lake Elsirwo CA 9253U C11988.2015ACORD CORPORATION.All rights reserved. ACORD 25(2015103) The ACORD nine and logo are registered marks OTACORD TRB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 6-1 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D FEE PROPOSAL Cost Proposal As requested in the City's RFQ document,TRB is providing its cost proposal under separate cover,via separate upload to PlanetBids. TO+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND PERMITTING SERVICES 7-1 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D FEE PROPOSAL Fee Schedule TRB and Associates offers the following fixed-fee and hourly rate schedules for services provided. Professional staffing services such as Building Official, Building Inspection, Permit Technician, Code Enforcement and Other services (e.g. CASp consulting), would be provided on an hourly basis at rates shown in the following Schedule of Hourly Rates and Reimbursables. Please note that Building Plan Review services may be rendered on either a fixed fee or hourly rate basis, as noted below. Plan Review Services Our plan review fees are calculated as a percentage of the total Plan Review Fee collected by the City, at the rates noted in the schedule below. The fee compensation shown covers three total plan review cycles the initial plan review and two rechecks. Any further review cycles which become necessary and reviews of revisions to approved plans would be billed based upon a negotiated hourly rate. Please note that the turnaround timeframe for providing expedited plan reviews would be negotiated/mutually agreed upon prior to commencement of the review. Please also note that all plan reviews performed on a fixed fee basis are subject to a minimum $250 fee. Complete Review Turnaround Timeframe* Structural Only M/E/P Only (Structural,Life (in business days) Review Review Safety/Disabled Access, M/E/P,Green,Energy) Standard: 7-10 days first check 45% 45% 65% 5 days rechecks Expedited** -5-7 days first check Standard fee plus an Standard fee plus an Standard fee plus an additional 50 percent additional 50 percent additional 50 percent -5 days rechecks Note: For other review scope combinations not specifically identified in the above table(e.g. Electrical Only, Mechanical/Plumbing Only, etc.),the fee compensation would be on an hourly basis. * For exceptionally large/complex projects, 15-day first check and 10-day rechecks may apply,as mutually agreed upon prior to commencement of review. ** Turnaround timeframe would be mutually agreed upon prior to commencement of work. Please note that the pickup, shipment, and delivery of hardcopy and/or electronic plan documents and other relevant correspondence to the City are included in the above-noted cost. TnB+Associates CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 7-1 DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D FEE PROPOSAL Schedule of Hourly Rates and Reimbursables The following billing rates apply for services rendered on an hourly basis: Position Hourly Rate Principal/ Director $175.00 Project Manager $155.00 Building Official $155.00 Assistant Project Manager $145.00 Analyst $100.00 Supervising Plan Review Engineer/Architect $150.00 Senior Plan Review Engineer/Architect $140.00 Senior Plans Examiner(Building& Fire) $130.00 Plan Review Engineer/Architect $120.00 Plans Examiner(Building& Fire) $110.00 Engineering Technician $100.00 Intern Plans Examiner $ 70.00 Permit Technician $ 65.00-85.00 Clerical/Admin $ 60.00 Geotechnical Engineer $215.00 Fire Protection Engineer $195.00 CASp Certified Inspector/Examiner $140.00 Grading/Storm Water Plan Review Engineer $185.00 QSP Storm Water Inspector $185.00 Oil Field Services Coordinator $140.00 Supervising Inspector $130.00- 140.00 Senior Inspector $110.00- 125.00 Inspector $ 90.00- 105.00 Intern Inspector $ 70.00 • Overtime, Emergency, Expedited,and After-hours work is billed at the above-noted rates plus an additional 50 percent (Note that no overtime will be charged without client authorization) • Project inspections subject to prevailing wage requirements are at the above-published rates plus 30 percent. • Reimbursement for non-City vehicles used in connection with the work will be at the current IRS mileage rate plus 15%. • All requested inspection services are subject to a minimum 4-hour fee. • Inspector Rates apply to both Building and Code Enforcement Inspectors. The above Schedule is valid through June 30,2025 at least one(1)year from the effective date of the contract and may be adjusted thereafter to account for CPI changes,as mutually agreed upon. TRB+Assoeiales CITY OF LAKE ELSINORE I BUILDING PLAN CHECK AND INSPECTION SERVICES 7-2 DocuSign Envelope ID:84C61BBA-684C-479D-A98D-OE6FD7B1D75D DATE(MM/DD/YYYY) A�" CERTIFICATE OF LIABILITY INSURANCE 10/29/2023 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 David Saechao-RM NAME: The Liberty Company Insurance Brokers aCONNo Ext: (888)918-3960 aC,No): Lic#OD79653 E-MAIL David.Saechao@Iibertycompany.com ADDRESS: 5955 De Soto Ave,Ste 250 INSURER(S)AFFORDING COVERAGE NAIC# Woodland Hills CA 91367 INSURERA: Continental Casualty Company 20443 INSURED INSURER B: National Fire Ins Co of Hartford 20478 TRB AND ASSOCIATES INSURER C: Transportation Insurance Co 20494 3180 CROW CANYON PL#216 INSURER D: Employers Preferred Ins.Co. 10346 INSURER E: U.S.Specialty Insurance Co. 29599 SAN RAMON CA 94583 INSURER F: COVERAGES CERTIFICATE NUMBER: CL23102782067 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 POLICY EFF POLICY EXP LTR INSD WVD POLICY NUMBER MM/DD/YYYY MM/DD/YYYY LIMITS X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 DAMAGE TO_7CLAIMS-MADE F OCCUR PREM SES Ea oNcE ence $ 1,000,000 MED EXP(Any one person) $ 10,000 A Y Y 2097186534 11/10/2023 11/10/2024 PERSONAL&ADV INJURY $ 2,000,000 GEN-LAGGREGATE LIMITAPPLIES PER: GENERAL AGGREGATE $ 4,000,000 X JECT LOC PRODUCTS AGG $POLICY ❑ PRO 4,0)0,)00 OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1,000,000 Ea accident ANYAUTO BODILY INJURY(Per person) $ B �/ OWNED SCHEDULED Y Y 7013446068 11/10/2023 11/10/2024 BODILY INJURY(Per accident) $ X AUTOS ONLY AUTOS X HIRED �/ NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY /� AUTOS ONLY Per accident X UMBRELLA LIAB M OCCUR EACH OCCURRENCE $ 2,000,000 C EXCESS LIAB CLAIMS-MADE 7036238862 11/10/2023 11/10/2024 AGGREGATE $ 2,000,000 DED I X1 RETENTION $ 0 $ TH- WORKERS COMPENSATION X STATUTE EORH PER AND EMPLOYERS'LIABILITY Y/N 1,000,000 ANY PROPRIETOR/PARTNER/EXECUTIVE E.L.EACH ACCIDENT $ D OFFICER/MEMBER EXCLUDED? ElNIA Y EIG463819503 11/10/2023 11/10/2024 (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 1,000,000 If yes,describe under 1,000,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ e Professional Liability(E&O) ach claim 2,000,000 E USS2334220 11/10/2023 11/10/2024 aggregate 2,000,000 retention 25,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) RE:On-Call Building Services. Whereby as Required by written contract and agreement,the City of Lake Elsinore,its elected or appointed officers,officials,employees,agents and volunteers are included as an Additional Insured under the Commercial General Liability and Auto on a Primary/Non-Contributory basis per forms SB300176D(Ed.6-16)&SB146968B(6-16)&AC 85 43 06 18.Waiver of Subrogation in favor of the Additional Insured applies to the General Liability,Auto and Workers Compensation per forms SB300176D(Ed.6-16),AC 85 43 06 18&WC 04 03 06(Ed.4-84).30 day notice of cancellation except for 10 day notice respects non-payment of premium per policy provisions.Excess liability is follow form over General,Auto,and Employers Liability. CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN City of Lake Elsinore ACCORDANCE WITH THE POLICY PROVISIONS. Attn:Bill Belvin AUTHORIZED REPRESENTATIVE 130 South Main Street 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:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ADDITIONAL COVERAGES Ref# Description Coverage Code Form No. Edition Date PAESL PAESL Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium 1,000 $172.00 Ref# Description Coverage Code Form No. Edition Date Employment Practices Liability Coverage EPLI Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium 10,000 Ref# Description Coverage Code Form No. Edition Date Uninsured motorist combined single limit UMCSL Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium 1,000,000 Ref# Description Coverage Code Form No. Edition Date Umbrella(C) CUMBR Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium 2,000,000 2,000,000 10,000 Ref# Description Coverage Code Form No. Edition Date Schedule rate adjustment SRA Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium -$3,427.00 Ref# Description Coverage Code Form No. Edition Date Add'I for policy minimum premium APMP Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $148.00 Ref# Description Coverage Code Form No. Edition Date Increased employer's liability INEL Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Merit Surcharge MERIT Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium -$7.00 Ref# Description Coverage Code Form No. Edition Date LECF LECF Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $62.00 Ref# Description Coverage Code Form No. Edition Date Premium discount PDIS Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium -$5.00 Ref# Description Coverage Code Form No. Edition Date Schedule rate adjustment SRA Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium -$6.00 1EEV Copyright 2001,AMS Services,Inc. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ADDITIONAL COVERAGES Ref# Description Coverage Code Form No. Edition Date Expense constant EXCNT Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $160.00 Ref# Description Coverage Code Form No. Edition Date UEBTF UEBTF Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $12.00 Ref# Description Coverage Code Form No. Edition Date Premium discount PDIS Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium -$5.00 Ref# Description Coverage Code Form No. Edition Date OSHEF OSHEF Limit 1 Limit 2 Limit 3 TDeductible Amount Deductible Type Premium $58.00 Ref# Description Coverage Code Form No. Edition Date Assessment Fund ASMNT Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $122.00 Ref# Description Coverage Code Form No. Edition Date Surcharges SURC Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $41.00 Ref# Description Coverage Code Form No. Edition Date Merit Surcharge MERIT Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium -$27.00 Ref# Description Coverage Code Form No. Edition Date Waiver of Subrogation WVSUB Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $250.00 Ref# Description Coverage Code Form No. Edition Date YBYI YBYI Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium -$1,007.00 Ref# Description Coverage Code Form No. Edition Date UEBTF UEBTF Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $5.00 Ref# Description Coverage Code Form No. Edition Date Increased employer's liability INEL Limit 1 Limit 2 --jLimit 3 Deductible Amount Deductible Type Premium $2.00 OFADTLCV Copyright 2001,AMS Services,Inc. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D ADDITIONAL COVERAGES Ref# Description Coverage Code Form No. Edition Date Premium discount PDIS Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium -$281.00 Ref# Description Coverage Code Form No. Edition Date Second Injury Fund 2NDIN Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium $224.00 Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium Ref# Description Coverage Code Form No. Edition Date Limit 1 Limit 2 Limit 3 Deductible Amount Deductible Type Premium rOFADTLCV Copyright 2001,AMS Services,Inc. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE WC 04 03 06 Policy EIG463819503 (Ed.4-84) WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT-CALIFORNIA We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) You must maintain payroll records accurately segregating the remuneration of your employees while engaged in the work described in the Schedule. The additional premium for this endorsement shall be 2 % of the California workers'compensation premium otherwise due on such remuneration. Schedule Person or Organization Job Description With respect to all employees subject to the workers' compensation laws of the state of California, any person or organization for whom the Named Insured has agreed by written contract to furnish this waiver. This policy is subject to a minimum charge of$250 for the issuance of waivers of subrogation This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) This endorsement, effective 11/10/2023 at 12:01 AM standard time, forms a part of Policy No. EIG 4638195 023 Of the EMPLOYERS PREFERRED INS.CO. Carrier Code 00920 Issued to TRB AND ASSOCIATES Endorsement No. Premium Countersigned at on By: Authorized Representative WC 04 03 06 (Ed. 4-84) © 1998 by the Workers' Compensation Insurance Rating Bureau of California. All rights reserved. DocuSign Envelope ID:84C61BBA-684C-479D-A98D-OE6FD7B1D75D CNA S (Ed. 6-6) Policy 2097186534 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ARCHITECTS, ENGINEERS AND SURVEYORS LIABILITY EXTENSION WITH OFFICE POLLUTION LIABILITY COVERAGE This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS SCHEDULE OF LIMITS FOR OFFICE PREMISES LIMITED POLLUTION LIABILITY COVERAGE Each Pollution Incident Limit 1 $2, 000, 000 Pollution Liability Aggregate Limit 1 $4, 000, 000 (If no entries appear in the above Schedule, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.) TABLE OF ENDORSEMENT CONTENTS Item#Topic Name Changes to Section A. Coverages 1. Enhanced Supplementary Payments Changes to Section B. Exclusions 2. Extended Property Damage Coverage 3. Contractual Liability for Personal and Advertising Injury 4. Owned Workboats and Non-owned Watercraft 5. Legal Liability—Damage to Premises/Alienated Premises 6. Personal and Advertising Injury—Discrimination or Humiliation 7. Property Damage -Elevators Changes to Section C.Who Is An Insured 8. Extended Coverage For Newly Acquire/Formed Organizations a 9. Additional Insureds: State or Political Subdivisions — Permits, State or Political Subdivisions, Controlling Interest, Managers or Lessors of Premises, Mortgagee, Assignee or Receiver, Co-owner of Insured Premises, Lessor of Equipment, Lessor of Land, Trade Show Event Lessor, Engineers, Architects or 0 Surveyors Engaged By You " 10. Fellow Employee First Aid 11. Retired Partners, Members, Directors, and Employees 12. Participation in Professional Joint Ventures or in Terminated Joint Ventures, Partnerships or LLCs 13. Blanket Additional Insured with Products-Completed Operations Coverage Additional Insured—Extended Coverage Estates, Representatives and Spouses Blanket Waiver of Subrogation Changes to Section D. Liability and Medical Expenses Limits of Insurance 14. General Aggregate Limit of Insurance—Per Location SB300176D (6-16) Page 1 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 Changes to Section E. Businessowners Liability Conditions 15. Broad Knowledge/Notice of Occurrence Changes to Section F. Liability And Medical Expenses Definitions 16. Extended Bodily Injury 17. Contractual Liability—Railroads Additional Insuring Agreements 18. Office Premises-Limited Pollution Liability Coverage 1. Enhanced Supplementary Payments The values shown in paragraph 11, Coverage Extension — Supplementary Payments, of Section A. Coverages are amended as follows: A. The amount shown in paragraph (b)for bail bonds is amended from $1,000 to$5,000. B. The amount shown in paragraph (d) for actual loss of earnings because of time off work is amended from $250. per day to$1,000. per day. 2. Extended Property Damage Exclusion 1.a., Expected or Intended Injury, of Section B. Exclusions Applicable to Business Liability Coverage, is deleted and replaced with the following: This insurance does not apply to: a. 'Bodily injury" or "property damage" expected or intended from the standpoint of the insured. This exclusion does not apply to "bodily injury" or "property damage" resulting from the use of reasonable force to protect persons or property. 3. Contractual Liability for Personal and Advertising Injury Exclusion 1.p.(5) of Section B. Exclusions Applicable to Business Liability Coverage, is deleted. 4. Owned Workboats and Non-owned Watercraft Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to make the following changes to the exclusion entitled Aircraft,Auto or Watercraft: a. Add the following additional exception to the exclusion: This exclusion does not apply to: • Any watercraft owned by you that is less than 30 feet long while being used in the course of your inspection or surveying work. b. Delete exception (3) and replace it with the following: This exclusion does not apply to: (3) A watercraft you do not own that is: (a) Less than 75 feet long; and (b) Not being used to carry persons or property for a charge. 5. Legal Liability—Damage to Premises/Alienated Premises A. Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to delete the first two exception statements beneath the exclusion entitled Damage to Property and replace them with the following: SB300176D (6-16) Page 2 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-OE6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 Paragraphs (1), (3) and (4) of this exclusion do not apply to "property damage" (other than damage by fire or explosion) to premises rented to you or temporarily occupied by you with the permission of the owner, nor to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to Damage To Premises Rented To You as described in Liability And Medical Expenses Limits of Insurance. Paragraph (2) of this exclusion does not apply if the premises are "your work." B. Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to delete the unnumbered exception statement beneath exclusion p., and replace it with the following: Exclusions c. through i. and k. through o. do not apply to damage by fire or explosion to premises while rented to you or temporarily occupied by you with permission of the owner, nor to damage to the contents of premises rented to you for a period of 7 or fewer consecutive days. A separate limit of insurance applies to this coverage as described in Liability And Medical Expenses Limits of Insurance. 6. Personal and Advertising Injury—Discrimination or Humiliation A. Under Liability And Medical Expenses Definitions, the definition of Personal and advertising injury is amended to add the following tort: • Discrimination or humiliation that results in injury to the feelings or reputation of a natural person. B. Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to make the following changes to the exclusion entitled Personal And Advertising Injury to: 1. Delete its subparagraph (1) and replace it with the following: This insurance does not apply to: "Personal and advertising injury": (1) Caused by or at the direction of the insured with the knowledge that the act would violate the rights of another and would inflict "personal and advertising injury." This exclusion shall not apply to discrimination or humiliation that results in injury to the feelings or reputation of a natural person, but only if such discrimination or humiliation is not done intentionally by or at the direction of: (a) You; or (b) Any of your "executive officers", directors, stockholders, partners or member or (if you are a limited liability company)your managers. M 2. Add the following new exclusions: This insurance does not apply to: N V • Employment Related Discrimination N Discrimination or humiliation directly or indirectly related to the employment, prospective employment, past employment or termination of employment of any person by any insured. • Premises Related Discrimination Discrimination or humiliation arising out of the sale, rental, lease or sub-lease or prospective sale, rental, lease or sub-lease of any room, dwelling or premises by or at the direction of any insured. Notwithstanding the above, there is no coverage for fines or penalties levied or imposed by a governmental entity because of discrimination. The coverage provided by this Personal and Advertising Injury—Discrimination or Humiliation provision does not apply to any person or organization who otherwise qualifies as an additional insured on this Coverage Part. SB300176D (6-16) Page 3 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 7. Property Damage—Elevators Under Exclusions, the paragraph entitled Applicable to Business Liability Coverage is amended to add the following additional exception statement beneath the exclusion entitled Damage to Property: Paragraphs (3), (4), and (6)of this exclusion do not apply to "property damage"that results from the use of elevators. 8. Extended Coverage For Newly Acquire/Formed Organizations Who Is An Insured is amended to delete Paragraph 4.a.. 9. Additional Insureds Section C.Who Is An Insured is amended to include the following additional insureds, subject to the provisions stated below: A. State or Political Subdivisions—Permits 1. This insurance applies only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit. 2. This insurance does not apply to: a. "Bodily injury," "property damage," "personal and advertising injury" arising out of operations performed for the state or municipality; or b. "Bodily injury"or"property damage" included within the "products-competed operations hazard." B. State or Political Subdivisions A state or political subdivision subject to the following provisions: 1. This insurance applies only with respect to the following hazards for which the state or political subdivision has issued a permit in connection with premises you own, rent, or control and to which this insurance applies: a. The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners, or decorations and similar exposures; or b. The construction, erection, or removal of elevators. 2. This insurance applies only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit. This insurance does not apply to "bodily injury," "property damage" or personal and advertising injury" arising out of operations performed for the state or municipality. C. Controlling Interest Any persons or organizations with a controlling interest in you but only with respect to their liability arising out of: 1. Their financial control of you; 2. Premises they own, maintain or control while you lease or occupy these premises. This insurance does not apply to structural alterations, new construction and demolition operations performed by or for such additional insured. D. Managers or Lessors of Premises A manager or lessor of premises but only with respect to liability arising out of the ownership, maintenance or use of that specific part of the premises leased to you and subject to the following additional exclusions: This insurance does not apply to: 1. Any'occurrence"which takes place after you cease to be a tenant in that premises; or 2. Structural alterations, new construction or demolition operations performed by or on behalf of such additional insured. SB300176D (6-16) Page 4 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-OE6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 E. Mortgagee,Assignee or Receiver A mortgagee, assignee or receiver but only with respect to their liability as mortgagee, assignee, or receiver and arising out of the ownership, maintenance, or use of a premises by you. This insurance does not apply to structural alterations, new construction or demolition operations performed by or for such additional insured. F. Co-owner of Insured Premises A co-owner of a premises co-owned by you and covered under this insurance but only with respect to the co- owners liability as co-owner of such premises. G. Lessor of Equipment Any person or organization from whom you lease equipment. Such person or organization are insureds only with respect to their liability arising out of the maintenance, operation or use by you of equipment leased to you by such person or organization. A person's or organization's status as an insured under this endorsement ends when their written contract or agreement with you for such leased equipment ends. With respect to the insurance afforded, these additional insureds, the following additional exclusions apply: This insurance does not apply: 1. To any"occurrence"which takes place after the equipment lease expires; or 2. To "bodily injury," "property damage" or"personal and advertising injury" arising out of the sole negligence of such additional insured. Any insurance provided to an additional insured designated under paragraphs A. through G. above does not apply to"bodily injury"or"property damage" included within the "products-completed-operations hazard." H. Lessor of Land Any person or organization from whom you lease land, but only with respect to liability for"bodily injury", "property damage" or "personal and advertising injury" arising out of the ownership, maintenance or use of such land, provided that the "occurrence" giving rise to such "bodily injury" or"property damage", or the offense giving rise to such "personal and advertising injury"takes place prior to the termination of such lease. The coverage granted by this paragraph does not apply to structural alterations, new construction or demolition operations performed by, or on behalf of, such additional insured. I. Trade Show Event Lessor 1. With respect to your participation in a trade show event as an exhibitor, presenter or displayer, any person or organization whom you are required to include as an additional insured, but only with respect to such person n or organization's liability for"bodily injury", "property damage" or"personal and advertising injury caused by: 0 0 a. Your acts or omissions; or 0 b. Acts or omissions of those acting on your behalf; N In the performance of your ongoing operations at a trade show event premises during the trade show event. 2. The coverage provided by this provision does not apply to"bodily injury"or"property damage" included within the"products-completed operations hazard." J. Engineers,Architects or Surveyors Engaged By You An architect, engineer or surveyor engaged by you, but only with respect to liability for"bodily injury", "property damage" or "personal and advertising injury" caused in whole or in part by your acts or omissions, or the acts or omissions of others acting on your behalf: a. In connection with your premises; or b. In the performance of your ongoing operations. SB300176D (6-16) Page 5 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 But the coverage hereby granted to such additional insureds does not apply to "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering or failure to render any professional services by you or on your behalf, including but not limited to: 1. The preparing, approving, or failing to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders, or drawings and specifications; or 2. Supervisory, inspection, architectural or engineering activities. 10. Fellow Employee First Aid Paragraph 2.a.(1)(d) of Section C. Who Is An Insured is deleted and replaced with the following: However none of these"employees" is an insured for: (d) "Bodily injury" or "personal and advertising injury" arising out of his or her providing or failing to provide professional health care services. However this restriction does not apply to first aid administered by an "employee"who is not an employed doctor or nurse. 11. Retired Partners, Members, Directors, and Employees Paragraph 2. of Section C.Who Is An Insured is amended to include the following as insureds: Individual persons who are retired partners, members, directors or employees are also insureds, but only for "bodily injury," "property damage," "personal and advertising injury" that results from services performed for you under your direct supervision. All limitations that apply to "employees" and "volunteer workers" also apply to anyone qualifying as an insured under this provision. 12. Participation in Professional Joint Ventures A. The following paragraph 5. is added to Section C. Who Is An Insured: 5. You are also an insured for your participation in a past or present joint venture that is not named on the Declarations, but only if such joint venture meets all of the following criteria: a. Each and every one of your co-venturers are architectural, engineering or surveying firms; b. The joint venture has no direct employees; and c. The joint venture does not own, rent or lease any real or personal property. However, you are insured only for the conduct of your business within such a joint venture. You are not insured for liability arising out of the acts or omissions of other co-venturers, nor of their partners, members or employees. This insurance is excess over any other insurance available to such a joint venture, whether primary, excess, contingent, or on any other basis. B. The last paragraph of Section C. Who Is An Insured is deleted and replaced by the following: Except as provided in 5. above, no person or organization is an insured with respect to the conduct of any current or past partnership, joint venture or limited liability company that is not shown as a Named Insured in the Declarations. 13. Blanket Additional Insured with Products-Completed Operations Coverage and Blanket Waiver of Subrogation A. Who Is An Insured is amended to include as an insured, any person or organization whom you are required to add as an additional insured on this policy under a written contract or written agreement, but the written contract or written agreement must be: 1. Currently in effect or becoming effective during the term of this policy; and 2. Executed prior to the: a. "Bodily injury"or"property damage"; or b. Offense that caused the "personal and advertising injury;" for which the additional insured seeks coverage. SB300176D (6-16) Page 6 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 B. The insurance provided to the additional insured is limited as follows: 1. That person or organization is an additional insured only with respect to such person or organization's liability for: a. "Bodily injury", "property damage" or"personal and advertising injury to the extent caused by: (1) Your acts or omissions; or (2) Acts or omissions of those acting on your behalf; in the performance of your ongoing operations specified in the written contract; or b. "Bodily injury" or "property damage" to the extent caused by "your work" specified in the written contract or written agreement and included in the"products-completed operations hazard", but only if: (1) The written contract or written agreement requires you to provide the additional insured such coverage; and (2) This Coverage Part provides such coverage. 2. The Limits of Insurance applicable to the additional insured are those specified in the written contract or written agreement or in the Declarations of this policy, whichever is less. These limits of Insurance are inclusive of, and not in addition to,the Limits of Insurance shown in the Declarations. 3. The insurance provided to the additional insured does not apply to "bodily injury," "property damage," "personal and advertising injury" arising out of an architect's, engineer's, or surveyor's rendering of or failure to render any professional services, including: a. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications by any architect, engineer or surveyor performing services on a project of which you serve as a construction manager; or b. Inspection, supervision, quality control, engineering or architectural services done by you on a project of which you serve as construction manager. 4. This insurance provided to the additional insured does not apply to "bodily injury," "property damage," or "personal and advertising injury" arising out of construction or demolition work while you are acting as a construction or demolition contractor. C. Under Businessowners Liability Conditions, the condition entitled Duties in the Event of Occurrence, Offense, Claim or Suit is amended to add the following: An additional insured under this policy will as soon as practicable: N V 1. Give written notice of an occurrence or an offense to us which may result in a claim or "suit" under this insurance; N V 2. Tender the defense and indemnity of any claim or"suit"to us for a loss we cover under this Coverage Part; N 3. Except as provided for in paragraph D.2. below: a. Tender the defense and indemnity of any claim or"suit" to any other insurer which also has insurance for a loss we cover under this Coverage Part; and b. Agree to make available any other insurance which the additional insured has for a loss we cover under this coverage part. We have no duty to defend or indemnify an additional insured under this endorsement until we receive written notice of a claim or"suit"from the additional insured. D. With respect only to the insurance provided by this endorsement, the condition entitled Other Insurance of the BUSINESSOWNERS COMMON POLICY CONDITIONS is amended to delete paragraphs 2. and 3., and replace them with the following: 2. This insurance is excess over any other insurance available to the additional insured, whether primary, excess, contingent or on any other basis. But if required by the written contract or written agreement, this SB300176D (6-16) Page 7of16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 insurance will be primary and noncontributory relative to insurance on which the additional insured is a Named Insured. 3. When this insurance is excess, we will have no duty under Business Liability insurance to defend the additional insured against any "suit" if any other insurer has a duty to defend the additional insured against that "suit" if no other insurer defends, we will undertake to do so, but we will be entitled to the additional insured's rights against all those other insurers. When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of: (a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (b) The total of all deductible and self-insured amounts under all that other insurance. We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. E. Additional Insured—Extended Coverage When an additional insured is added by this or any other endorsement attached to this Coverage Part, Who Is An Insured is amended to make the following natural persons insureds. If the additional insured is: a. An individual, then his or her spouse is an insured; b. A partnership or joint venture, then its partners, members and their spouses are insureds; c. A limited liability company, then its members and managers are insureds; or d. An organization other than a partnership, joint venture or limited liability company, then its executive officers, directors and shareholders are additional insureds; but only with respect to locations and operations covered by the additional insured endorsement's provisions, and only with respect to their respective roles within their organizations. Please see the Estates, Legal Representatives and Spouses provision of this endorsement for additional coverage and restrictions applicable to spouses of natural person insureds. F. Estates, Legal Representatives and Spouses The estates, heirs, legal representatives and spouses of any natural person insured shall also be insured under this policy; provided, however, coverage is afforded to such estates, heirs, legal representatives and spouses only for claims arising solely out of their capacity as such and, in the case of a spouse, where such claim seeks damages from marital common property, jointly held property, or property transferred from such natural person insured to such spouse. No coverage is provided for any act, error or omission of an estate, heir, legal representative or spouse outside the scope of such person's capacity as such, provided however that the spouse of a natural person Named Insured and the spouses of members or partners of joint venture or partnership Named Insureds are insureds with respect to such spouses'acts, errors or omissions in the conduct of the Named Insured's business. G. Blanket Waiver of Subrogation The condition entitled Transfer of Rights of Recovery Against Others To Us of the BUSINESSOWNERS COMMON POLICY CONDITIONS is amended to delete paragraph 2. and replace it with the following: 2. We waive any right of recovery we may have against any person or organization against whom you have agreed to waive such right of recovery in a written contract or agreement because of payments we make for injury or damage arising out of your ongoing operations or"your work" done under a contract with that person or organization and included within the"products-completed operations hazard." SB300176D (6-16) Page 8of16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 14. Amendment-Aggregate Limits of Insurance(Per Project) A. For all sums which the insured becomes legally obligated to pay as damages caused by'occurrences" under Coverage A.1., and for all medical expenses caused by accidents under Coverage A.2., which can be attributed only to ongoing operations at a single construction project: 1. A separate Construction Project General Aggregate limit applies to each construction project. The Construction Project General Aggregate limit is equal to the amount of the General Aggregate limit shown in the Declarations. 2. The Construction Project General Aggregate limit is the most we will pay for the sum of all damages payable under Coverage A.1., except damages because of "bodily injury" or "property damage" included in the "products-completed operations hazard," and for medical expenses payable under Coverage A.2. regardless of the number of: a. Insureds; b. Claims made or"suits" brought; or c. Persons or organizations making claims or bringing "suits." 3. Any payments made under Coverage A.1. for damages or under Coverage A.2. for medical expenses shall reduce the Construction Project General Aggregate limit for the applicable construction project. Such payments shall not reduce the General Aggregate limit shown in the Declarations nor shall they reduce any Construction Project General Aggregate limit applicable to other construction projects. 4. The limits shown in the Declarations for Liability and Medical Expenses, Damage to Premises Rented to You, and Medical Expenses continue to apply. However, instead of being subject to the General Aggregate limit shown in the Declarations, such limits will be subject to the applicable Construction Project General Aggregate limit. B. AI I: 1. Damages because of"personal and advertising injury", regardless of the number of construction projects involved; 2. Damages under Coverage A.1. which cannot be attributed solely to ongoing operations at a single construction project, except damages because of "bodily injury" or "property damage" included in the "products-completed operations hazard"; and 3. Medical expenses under Coverage A.2. caused by accidents which cannot be attributed solely to ongoing operations at a single construction project; M will reduce the General Aggregate Limit shown in the Declarations, and shall not reduce any Construction Project in General Aggregate Limit. M C. When coverage for liability arising out of the "products-completed operations hazard" is provided, any payments for damages because of"bodily injury" or"property damage" included in the "products-completed operations hazard" will reduce the Products/Completed Operations Aggregate limit, and not reduce the General Aggregate limit nor any Construction Project General Aggregate limit. D. If a construction project has been abandoned, delayed, or abandoned and then restarted, or if the authorized contracting parties deviate from plans, blueprints, designs, specifications or timetables, the project will still be deemed to be the same construction project. E. The provisions of the Limits Of Insurance section not otherwise modified by this endorsement shall continue to apply as stipulated. SB300176D (6-16) Page 9of16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 15. Broad Knowledge/Notice of Occurrence Under Businessowners Liability Conditions, the condition entitled Duties in The Event of Occurrence, Offense, Claim or Suit is amended to add the following provisions: A. BROAD KNOWLEDGE OF OCCURRENCE You must give us or our authorized representative notice of an "occurrence", offense, claim or"suit" only when the "occurrence", offense, claim or"suit" is known to a natural person Named Insured, to a partner, executive officer, manager or member of a Named Insured, or to an "employee" designated by any of the above to give such notice. B. NOTICE OF OCCURRENCE Your rights under this Coverage Part will not be prejudiced if you fail to give us notice of an "occurrence", offense, claim or"suit", and that failure is solely due to your reasonable belief that the "bodily injury" or"property damage" is not covered under this Coverage Part. However, you shall give written notice of such "occurrence", offense, claim or "suit" to us as soon as you are aware that this insurance may apply to such "occurrence", offense, claim or"suit." 16. Extended Bodily Injury Under Liability And Medical Expenses Definitions, the definition of"Bodily injury," is deleted and replaced with the following: "Bodily Injury" means physical injury, sickness or disease sustained by a person, including death, humiliation, shock, mental injury or mental anguish sustained by that person at any time which results as a consequence of the physical injury, sickness or disease. 17. Contractual Liability—Railroads Under Liability And Medical Expenses Definitions, and with respect only to operations performed within 50 feet of railroad property, the definition of"insured contract" is deleted and replaced by the following: "Insured contract" means: a. A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire to premises while rented to you or temporarily occupied by you with permission of the owner is not an "insured contract"; b. A sidetrack agreement; c. Any easement or license agreement; d. An obligation, as required by ordinance, to indemnify a municipality, except in connection with work for a municipality; e. An elevator maintenance agreement; f. That part of any other contract or agreement pertaining to your business (including an indemnification of a municipality in connection with work performed for a municipality) under which you assume the tort liability of another party to pay for"bodily injury"or"property damage"to a third person or organization. Tort liability means a liability that would be imposed by law in the absence of any contract or agreement. Paragraph f. does not include that part of any contract or agreement: (1) That indemnifies an architect, engineer or surveyor for injury or damage arising out of: a. Preparing, approving or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications; or b. Giving directions or instructions, or failing to give them, if that is the primary cause of the injury or damage. (2) Under which the insured, if an architect, engineer or surveyor, assumes liability for an injury or damage arising out of the insured's rendering or failure to render professional services, including those listed in paragraph(1)above and supervisory, inspection,architectural or engineering activities. SB300176D (6-16) Page 10 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 18. Office Premises Limited Pollution Coverage This Office Premises Limited Pollution Coverage section of the Architects, Engineers and Surveyors Extension endorsement modifies several portions of the Businessowners Liability Coverage Form. These modifications apply only to the coverage provided by this section of the endorsement. A. The following paragraph 3. is added to SECTION A. COVERAGES: 3. Office Premises Limited Pollution Coverage a. Insuring Agreement (1) We will pay those sums that the insured becomes legally obligated to pay as damages because of "bodily injury" or"property damage"which directly results from a covered "pollution incident" to which this insurance applies. We will have the right and duty to defend any "suit" seeking those damages, even if any allegations of the "suit" are groundless, false or fraudulent. We may at our discretion investigate any"pollution incident"and settle any claim or"suit"that may result. But: (a) The amount we will pay for damages is limited as described in SECTION D. Liability And Medical Expenses Limits Of Insurance as amended by this endorsement; and (b) Our right and duty to defend end when we have used up the applicable limit of insurance in the payment of judgments or settlements. (c) We have no duty to defend "suits"seeking damages not covered by this endorsement. No other obligation or liability to pay sums or perform acts or services is covered unless explicitly provided for under paragraph 1.e. Coverage Extension — Supplementary Payments of SECTION A. as amended by this section of the endorsement. (2) We will also reimburse you for"preventive remedial expense"that directly results from a covered "pollution incident"to which this insurance applies. We will reimburse you up to $25,000 per annual policy period for all "preventive remedial expense" directly resulting from all covered "pollution incidents," subject to a deductible of$5,000 per covered "pollution incident." This annual limit is in addition to the per incident deductible, and is in addition to the Pollution Liability Aggregate Limit described in SECTION D. Liability And Medical Expenses Limits Of Insurance as amended by this endorsement. This "preventive remedial expense" coverage does not apply to expenses that are covered by any other insurance available to the insured. (3) This insurance applies to "bodily injury," "property damage" or "preventive remedial expense" at, on M or from "your office premises"only if: s (a) The "bodily injury" directly results from a "pollution incident' that happens entirely above-ground at or from "your office premises"; or a (b) The "property damage" occurs off of"your office premises" and directly results from a "pollution " incident'that happens entirely above-ground at or from "your office premises"; or (c) The "preventive remedial expense" directly results from a "pollution incident' that happens entirely above-ground on "your office premises" and does not result in any covered "bodily injury" or"property damage; and (d) The "pollution incident': (i) is demonstrable as commencing and ending within 72 hours; (ii) is accidental; (III) "commences during the policy period"; and (iv) happens in the"coverage territory." SB300176D (6-16) Page 11 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 (4) Commences during the "policy period" means that the first emission, discharge, release or escape of the "pollutant" or "pollutants" from which the "bodily injury" or "property damage" arises is demonstrable as having occurred during this policy period. (5) All "bodily injury" or"property damage" resulting from one"pollution incident" shall be deemed to have occurred only at the commencement date of the covered"pollution incident." (6) The insured's responsibility to pay damages because of"bodily injury" or"property damage" must be determined in a"suit"on the merits in the"coverage territory"or in a settlement we agree to. (7) Damages because of"bodily injury" include damages claimed by any person or organization for care, loss of services, or death resulting from the"bodily injury." B. SECTION B. EXCLUSIONS is deleted and replaced by the following: This insurance does not apply to: a. "Bodily injury," "property damage" or"preventive remedial expense" expected or reasonably foreseeable from the standpoint of the insured. b. "Bodily injury," "property damage" or "preventive remedial expense" arising out of a "pollution incident" which is a repeat or resumption of a previous"pollution incident" involving the same pollutant from essentially the same source within the previous twelve (12) months, at the same premises. c. "Bodily injury" or "property damage" for which the insured is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the insured would have in the absence of the contract or agreement. d. Any obligation of the insured under a workers' compensation, disability benefits or unemployment compensation law or any similar law. e. "Bodily injury"to: (1) An employee of the insured arising out of and in the course of: (i) employment by the insured; or (ii) performing duties related to the conduct of the insured's business. (2) The spouse, child, parent, brother or sister of that employee as a consequence of(1) above. This exclusion applies: (1) Whether the insured may be liable as an employer or in any other capacity; and (2) To any obligation to share damages with or repay someone else who must pay damages because of the injury. f. "Property damage"to (1) A"waste facility"to which waste from the operations of an insured is consigned; (2) Property you own, rent, or occupy now or at any time in the past; (3) Premises you sell, give away or abandon, if the "property damage" arises out of any part of those premises; (4) Property loaned to an insured; or (5) Personal property in care, custody or control of an insured. Paragraph (2)of this exclusion f. does not apply to "preventive remedial expense" at property you own, rent or occupy now. g. "Bodily injury"at or from a "waste facility"to which waste from the operation of an insured is consigned. h. "Bodily injury," "property damage" or "preventive remedial expense" arising out of a "pollution incident" at or from a"waste facility"which is on"your office premises." SB300176D (6-16) Page 12 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 i. "Bodily injury"or"property damage" included within the "products-completed operations hazard." j. "Bodily injury" or "property damage" arising out of the ownership or operation of any offshore facility as defined in the Outer Continental Shelf Lands Act Amendment of 1978 or the Clean Water Act of 1977 as amended 1978 or any deepwater port as defined in the Deepwater Port Act of 1974 as amended or as may be amended. k. "Bodily injury" or "property damage" arising out of heat, smoke or fumes from a hostile fire at any premises, site or location which is or was at any time owned or occupied by or rented or loaned to any insured. As used in this exclusion, a hostile fire means one which becomes uncontrollable or breaks out from where it was intended to be. I. "Bodily injury" or "property damage" arising out of the ownership, maintenance, use or entrustment to others of any aircraft, "auto," rolling stock or watercraft owned or operated by or rented or loaned to any insured. Use includes operation and "loading or unloading." This exclusion does not apply to "bodily injury" or"property damage" arising out of parking an "auto" on, or on the ways next to, premises you own or rent, provided the "auto" is not owned by or rented or loaned to you or the insured. m. "Bodily injury" or "property damage" arising out of the emission, discharge, release or escape of drilling fluid, oil,gas or other fluids from any oil,gas, mineral,water or geothermal well. n. "Bodily injury," "property damage" or "preventive remedial expense" arising out of a "pollution incident" which results from or is directly or indirectly attributable to failure to comply with any applicable statute, regulation, ordinance, directive or order relating to the protection of the environment and promulgated by any governmental body, provided that failure to comply is a willful or deliberate act or omission of: (1) The insured; or (2) You or any of your members, partners, executive officers or managers of limited liability companies. o. "Bodily injury,""property damage"or"preventive remedial expense" arising out of acid rain. p. Any loss, cost or expense arising out of any request, demand or order by a governmental authority that any insured or others test for, monitor, clean-up, remove, contain, treat, detoxify or neutralize, or in any way respond to, or assess the effects of "pollutants" at any site which is included on an EPA or state environmental agency priority clean-up list prior to the"pollution incident." q. "Bodily injury," "property damage" or "preventive remedial expense" arising out of a "pollution incident" which results from failure of air or waste water pollution control equipment. r. "Bodily injury," "property damage" or"preventive remedial expense" resulting from the "hazardous properties" of"nuclear material." in M As used in this exclusion: a "Hazardous properties" includes radioactive, toxic, or explosive properties; "Nuclear material" means"source material," "special nuclear material," or"by-product material"; "Source material," "special nuclear material," and "by-product material" have the meanings given them in the Atomic Energy Act of 1954, or in any law amendatory thereof. s. "Bodily injury," "property damage" or "preventive remedial expense" arising out of a "pollution incident" from any insured's premises that was used by that insured for the storage, disposal, processing or treatment of waste materials and was: (1) Sealed off, closed, abandoned or alienated prior to the effective date of this policy; or (2) Sealed off or closed subject to statute, ordinance or governmental regulation or directive requiring maintenance or monitoring during or after sealing off or closure. t. "Bodily injury," "property damage" or"preventive remedial expense" arising out of waste derived from medical services, procedures, testing or research, and which could potentially transmit disease. SB300176D (6-16) Page 13 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 u. Any multiple damages, "punitive or exemplary damages" or fines or penalties. However, if a "suit" is brought against the insured with respect to a claim for acts or alleged acts falling within the coverage hereof, seeking both compensatory and "punitive or exemplary" damages, then we will afford a defense to such action, without liability for such "punitive or exemplary damages." This exclusion does not apply to"suits" brought in the state of Texas. v. "Bodily injury,""property damage" or"preventive remedial expense" arising out of: (1) the actual, alleged or threatened exposure at any time to asbestos or any loss, cost, or expense that may be awarded or incurred by reason of a claim or"suit"for such injury or damage; or (2) complying with a governmental direction or request to test for, monitor, clean-up, remove, contain, or dispose of asbestos. Asbestos means the mineral in any form whether or not the asbestos was at any time: (1) Airborne as a fiber, particle, or dust; (2) Contained in or formed a part of a product, structure, or other real or personal property; (3) Carried on clothing; (4) Inhaled or ingested; or (5) Transmitted by any other means. w. "Bodily injury"or"property damage"arising out of: (1) The transportation of"mobile equipment" by "auto" owned or operated by or rented or loaned to any insured; or (2) The use of"mobile equipment" in, or while in practice or preparation for, a prearranged racing, speed or demolition contest or in any stunting activity. x. Any loss, cost or expense arising out of any: (1) Request, demand, order or statutory or regulatory requirement that any insured or others test for, monitor, clean up, remove, contain, treat, detoxify or neutralize, or in any way respond to, or assess the effects of "pollutants"; or (2) Claim or suit by or on behalf of a governmental authority for damages because of testing for, monitoring, cleaning up, removing, containing,treating, detoxifying or neutralizing, or in any way responding to, or assessing the effects of"pollutants." However, this exclusion does not apply to liability for damages because of"property damage" that is not otherwise excluded by this coverage, Office Premises Limited Pollution Coverage, unless the request, demand, order or statutory or regulatory requirement or claim or "suit' is solely by or on behalf of a governmental authority. C. Paragraph 2.b.(1) of Medical Expenses, of SECTION A. Coverages is deleted and replaced by the following: (1) Expenses incurred by the insured for first aid to others at the time of a "pollution incident' for"bodily injury" to which this insurance applies. D. SECTION C.WHO IS AN INSURED is amended as follows: 1. The following subparagraph d. is added to paragraph 4. of SECTION C. WHO IS AN INSURED: d. Coverage 4., Office Premises Limited Pollution Coverage, does not apply to "bodily injury" or"property damage"arising out of"pollution incidents"that occurred before you acquired or formed the organization. 2. The following additional paragraph is added at the end of SECTION C. WHO IS AN INSURED: No person or organization identified as an insured on any endorsement now or hereafter attached to this Coverage Part is an insured with respect to COVERAGE 4., Office Premises Limited Pollution Coverage, unless that endorsement specifically references Office Premises Limited Pollution Coverage by name. SB300176D (6-16) Page 14 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 E. SECTION D. Liability And Medical Expenses Limits Of Insurance is deleted and replaced by the following: LIMITS OF INSURANCE 1. The Limits of Insurance described in this endorsement's Schedule of Limits for Office Premises Limited Pollution Coverage, and the rules below fix the most we will pay regardless of the number of: a. Insureds; b. Claims made or"suits" brought; or c. Persons or organizations making claims or bringing "suits." 2. The Pollution Liability Aggregate Limit is the most we will pay for all damages because of all "bodily injury" and "property damage" directly resulting from all "pollution incidents" to which Office Premises Limited Pollution Coverage applies. 3. Subject to 2. above,the Each Pollution Incident Limit shown in the Schedule is the most we will pay for the sum of all damages because of "bodily injury" and "property damage" directly resulting from any one "pollution incident"to which Office Premises Limited Pollution Coverage applies. 4. The Limits of Insurance of this Office Premises Limited Pollution Coverage apply separately to each consecutive annual period and to any remaining period of less than 12 months, starting with the beginning of the policy period shown in the Declarations, unless the policy period is extended after issuance for an additional period of less than 12 months. In that case, the additional period will be deemed part of the preceding period for purposes of determining the Limits of Insurance. 5. The Limits of Insurance for this Office Premises Limited Pollution Coverage are separate from and not subject to the General Aggregate Limit for COVERAGE 1. Business Liability. 6. The Limits of Insurance for this Office Premises Limited Pollution Coverage shall not be amended by any endorsement attached to this policy which does not specifically reference Office Premises Limited Pollution Coverage. F. SECTION E. BUSINESSOWNERS GENERAL LIABILITY CONDITIONS is amended as follows: 1. Condition 2.a. is replaced by the following: 2. Duties In The Event of Pollution Incident, Claim or Suit. a. You must see to it that we are notified as soon as practicable of a "pollution incident" that may result in a claim. To the extent possible, notice should include: (1) How, when, and where the "pollution incident"took place; N V (2) The names and addresses of any injured persons and witnesses; and (3) The nature and location of any release, and of any injury or damage arising out of the "pollution incident." N 2. The following Condition is added: Remediation of Insured's Premises a. Except for "preventive remedial expense" as described in paragraph 4.a.(2) of SECTION A. COVERAGES, this policy's Office Premises Limited Pollution Coverage doesn't provide coverage for clean-up of"your premises." If a "pollution incident" happens on "your premises"that poses imminent and substantial danger of"bodily injury" or "property damage" to which this insurance applies, you must promptly take at your own expense all reasonable steps to curtail or prevent covered "bodily injury"or "property damage"from happening. b. If, in defiance of the intent of this policy, we are ever compelled by court or governmental order to pay to clean up part or all of"your premises,"you agree to reimburse us for all such costs. SB300176D (6-16) Page 15 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D CNA S 3001(Ed 6�6) Policy 2097186534 G. SECTION H. OTHER INSURANCE of the Businessowners Common Policy Conditions is amended to add the following paragraph 4.: 4. This condition does not apply to coverage afforded under Insuring Agreement a.(2) of Coverage 4. Office Premises Limited Pollution Coverage. H. SECTION F. LIABILITY AND MEDICAL EXPENSES DEFINITIONS is amended to include the following definitions: "Commences during the policy period" means that the first emission, discharge, release or escape of the "pollutant"or"pollutants"from which the"bodily injury"or"property damage"arises is demonstrable as having occurred during this policy period. "Pollution incident" means the emission, discharge, release, or escape of"pollutants," provided that such emission, discharge, release, or escape results in the injurious presence of"pollutants" in or upon land, the atmosphere, interior of a building or any water course, body of water or ground water. A series of related emissions, discharges, releases or escapes of"pollutants"will be deemed to be one "pollution incident." "Pollutants" means any solid, liquid, gaseous or thermal irritant or contaminant, including smoke, vapor, soot, fumes, acids, alkalis, chemicals and waste. Waste includes materials to be recycled, reconditioned or reclaimed. "Preventive remedial expense" means expenses incurred by you for the removal or neutralization of"pollutants" on "your office premises", directly resulting from a covered "pollution incident." "Punitive or exemplary damages" means those damages imposed to punish a wrongdoer and to deter others from similar conduct." "Waste facility" means any site to which waste is delivered for storage, disposal, processing or treatment, whether or not such site is licensed by a governmental authority to perform such storage, disposal, processing or treatment. "Your office premises" means "locations" you own, rent or occupy for general office purposes. "Your office premises" does not mean storage yards, nor land held for speculation or development, even if such yards or land adjoin your office building. "Your office premises" does not mean premises you live in. For the purpose of this definition, "location" means premises involving the same or connecting lots, or premises whose connection is interrupted only by a street, roadway, waterway or right-of-way of a railroad. All other terms and conditions of the Policy remain unchanged. SB300176D (6-16) Page 16 of 16 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D SB146968B CNA (Ed.6-16) IMPORTANT: THIS ENDORSEMENT CONTAINS DUTIES THAT APPLY TO THE ADDITIONAL INSURED IN THE EVENT OF OCCURRENCE, OFFENSE, CLAIM OR SUIT. SEE PARAGRAPH C., OF THIS ENDORSEMENT FOR THESE DUTIES. BLANKET ADDITIONAL INSURED ENDORSEMENT WITH PRODUCTS-COMPLETED OPERATIONS COVERAGE 8 BLANKET WAIVER OF SUBROGATION Architects, Engineers and Surveyors This endorsement modifies insurance provided under the following: BUSINESSOWNERS LIABILITY COVERAGE FORM BUSINESSOWNERS COMMON POLICY CONDITIONS A. Who Is An Insured is amended to include as an insured any person or organization whom you are required to add as an additional insured on this policy under a written contract or written agreement; but the written contract or written agreement must be: 1. Currently in effect or becoming effective during the term of this policy; and 2. Executed prior to the: a. "Bodily injury"or"property damage"; or b. Offense that caused the "personal and advertising injury"; for which the additional insured seeks coverage B. The insurance provided to the additional insured is limited as follows: 1. The person or organization is an additional insured only with respect to liability for "bodily injury", "property damage"or"personal and advertising injury"caused in whole or in part by: a. Your acts or omissions; or b. The acts or omissions of those acting on your behalf, in the performance of your ongoing operations specified in the written contract or written agreement; or c. "Your work" that is specified in the written contract or written agreement, but only for "bodily injury" or "property damage" included in the "products-completed operations hazard", and only if: (1) The written contract or written agreement requires you to provide the additional insured such coverage; and (2) This Coverage Part provides such coverage. 2. The Limits of Insurance applicable to the additional insured are those specified in the written contract or written agreement or in the Declarations of this policy, whichever is less. These Limits of Insurance are inclusive of, and not in addition to,the Limits of Insurance shown in the Declarations. 3. The insurance provided to the additional insured does not apply to "bodily injury", "property damage" or"personal and advertising injury" arising out of an architect's, engineer's, or surveyor's rendering of or failure to render any professional services including: a. The preparing, approving, or failing to prepare or approve maps, shop drawings, opinions, reports, surveys, field orders, change orders or drawings and specifications by any architect, engineer or surveyor performing services on a project of which you serve as construction manager; or b. Inspection, supervision, quality control, engineering or architectural services done by you on a project of which you serve as construction manager. SB146968B (6-16) Page 1 of 2 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D SB146968B CNA (Ed.6-16) 4. The insurance provided to the additional insured does not apply to "bodily injury", "property damage" or"personal and advertising injury" arising out of construction or demolition work while you are acting as a construction or demolition contractor. C. Under Businessowners Liability Conditions, the condition entitled Duties In The Event of Occurrence, Offense, Claim or Suit is amended to add the following: An additional insured under this endorsement will as soon as practicable: 1. Give written notice of an occurrence or an offense to us which may result in a claim or"suit" under this insurance; 2. Tender the defense and indemnity of any claim or"suit"to us for a loss we cover under this Coverage Part; 3. Except as provided for in paragraph D.2. below: a. Tender the defense and indemnity of any claim or "suit" to any other insurer which also has insurance for a loss we cover under this Coverage Part; and b. Agree to make available any other insurance which the additional insured has for a loss we cover under this Coverage Part. We have no duty to defend or indemnify an additional insured under this endorsement until we receive written notice of a claim or"suit"from the additional insured. D. With respect only to the insurance provided by this endorsement, the condition entitled Other Insurance of the BUSINESSOWNERS COMMON POLICY CONDITIONS is amended to delete paragraphs 2. and 3. and replace them with the following: 2. This insurance is excess over any other insurance available to the additional insured, whether primary, excess, contingent or on any other basis, But if required by the written contract or written agreement, this insurance will be primary and noncontributory relative to insurance on which the additional insured is a Named Insured. 3. When this insurance is excess, we will have no duty under Business Liability insurance to defend the additional insured against any "suit" if any other insurer has a duty to defend the additional insured against that "suit" If no other insurer defends, we will undertake to do so, but we will be entitled to the additional insured's rights against all those other insurers. When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of: (a) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (b) The total of all deductible and self-insured amounts under all that other insurance. We will share the remaining loss, if any,with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. E. The condition entitled Transfer of Rights of Recovery Against Others to Us of the BUSINESSOWNERS COMMON POLICY CONDITIONS is amended to deleted paragraph 2. and replace it with the following: 2. We waive any right of recovery we may have against any person or organization with whom you have agreed to waive such right of recovery in a written contract or agreement because of payments we make for injury or damage arising out of your ongoing operations or "your work" done under a contract with that person or organization and included within the"products-completed operations hazard." All other terms and conditions of the Policy remain unchanged. SB146968B (6-16) Page 2 of 2 Policy 2097186534 Copyright,CNA All Rights Reserved. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D Policy 7013446068 COMMERCIAL AUTO AC 85 43 06 18 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CALIFORNIA BUSINESS AUTO COVERAGE ENHANCEMENT ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM With respect to coverage afforded by this endorsement, the provisions of the policy apply unless modified by the endorsement. If the policy to which this endorsement is attached also contains a Business Auto Coverage Enhancement Endorsement with a specific state named in the title, this endorsement does not apply to vehicles garaged in that specified state. COVERAGEINDEX SUBJECT PROVISION NUMBER ACCIDENTAL AIRBAG DEPLOYMENT 12 ADDITIONAL INSURED BY CONTRACT, AGREEMENT OR PERMIT 3 AMENDED DUTIES IN THE EVENT OF ACCIDENT, CLAIM, SUIT OR LOSS 20 AMENDED FELLOW EMPLOYEE EXCLUSION 5 AUDIO, VISUAL AND DATA ELECTRONIC EQUIPMENT COVERAGE 14 BODILY INJURY REDEFINED 24 EMPLOYEES AS INSUREDS (Including Employee Hired Auto) 2 EXTRA EXPENSE - BROADENED COVERAGE 10 GLASS REPAIR- WAIVER OF DEDUCTIBLE 16 HIRED AUTO COVERAGE TERRITORY 22 HIRED AUTO PHYSICAL DAMAGE (Including Employee Hired Auto) 6 LOAN / LEASE GAP (Coverage Not Available In New York) 15 NEWLY FORMED OR ACQUIRED SUBSIDIARIES 1 PARKED AUTO COLLISION COVERAGE (WAIVER OF DEDUCTIBLE) 17 PERSONAL EFFECTS COVERAGE 11 PHYSICAL DAMAGE - ADDITIONAL TRANSPORTATION EXPENSE COVERAGE 8 PHYSICAL DAMAGE DEDUCTIBLE - VEHICLE TRACKING SYSTEM 13 PRIMARY AND NON-CONTRIBUTORY - WRITTEN CONTRACT OR WRITTEN AGREEMENT 23 RENTAL REIMBURSEMENT 9 SUPPLEMENTARY PAYMENTS 4 TOWING AND LABOR 7 TWO OR MORE DEDUCTIBLES 18 UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS 19 WAIVER OF TRANSFER OF RIGHTS OF RECOVERYAGAINST OTHERS TO US 21 SECTION II -LIABILITY COVERAGE is amended as follows: M 1. NEWLY FORMED OR ACQUIRED SUBSIDIARIES SECTION II - LIABILITY COVERAGE, Paragraph A.1. Who Is An Insured is amended to include the following as an "insured": d. Any legally incorporated subsidiary of which you own more than 50 percent interest during the policy period. Coverage is afforded only for 90 days from the date of acquisition or formation. However, "insured" does not include any organization that: (1) Is a partnership or joint venture; or (2) Is an "insured" under any other automobile policy except a policy written specificall y to apply in excess of this policy; or (3) Has exhausted its Limit of Insurance or had its policy terminated under any other automobile policy. O 2018 Liberty Mutual Insurance AC 85 43 06 18 Includes copyrighted material of Insurance Services Office, Inc.,with ftge-r4i!afo7i. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D Coverage under this provision d. does not apply to "bodily injury" or "property damage" that occurred before you acquired or formed the organization. 2. EMPLOYEES AS INSUREDS SECTION II - LIABILITY COVERAGE, Paragraph A.1. Who Is An Insured is amended to include the following as an "insured": e. Any "employee" of yours while using a covered "auto" you do not own, hire or borrow but only for acts within the scope of their employment by you. Insurance provided by this endorsement is excess over any other insurance available to any "employee". if. Any "employee" of yours while operating an "auto" hired or borrowed under a written contract or agreement in that "employee's" name, with your permission, while performing duties related to the conduct of your business and within the scope of their employment. Insurance provided by this endorsement is excess over any other insurance available to the "employee". 3. ADDITIONAL INSURED BY CONTRACT, AGREEMENT OR PERMIT SECTION II - LIABILITY COVERAGE, Paragraph A.1. Who Is An Insured is amended to include the following as an "insured": g. Any person or organization with respect to the operation, maintenance or use of a covered "auto", provided that you and such person or organization have agreed in a written contract, written agreement, or permit issued to you by governmental or public authority, to add such person, or organization, or governmental or public authority to this policy as an "insured". However, such person or organization is an "insured": (1) Only with respect to the operation, maintenance or use of a covered "auto"; (2) Only for "bodily injury" or "property damage" caused by an "accident" which takes place after you executed the written contract or written agreement, or the permit has been issued to you; and (3) Only for the duration of that contract, agreement or permit. The "insured" is required to submit a claim to any other insurer to which coverage could apply for defense and indemnity. Unless the "insured" has agreed in writing to primary noncontributory wording per enhancement number 24, this policy is excess over any other collectible insurance. 4. SUPPLEMENTARY PAYMENTS SECTION II - LIABILITY COVERAGE, Coverage Extensions, 2.a. Supplementary Payments, Paragraphs (2) and (4) are replaced by the following: (2) Up to $3,000 for cost of bail bonds (including bonds for related traffic violations ) required because of an "accident" we cover. We do not have to furnish these bonds. (4) All reasonable expenses incurred by the "insured" at our request, including actual loss of earnings up to $500 a day because of time off from work. 5. AMENDED FELLOW EMPLOYEE EXCLUSION In those jurisdictions where, by law, fellow "employees" are not entitled to the protection afforded to the employer by the workers compensation exclusivity rule, or similar protection, the following provi- sion is added: M SECTION II - LIABILITY , Exclusion B.5. Fellow Employee does not apply if the "bodily injury" results from the use of a covered "auto" you own or hire if you have workers compensation insurance in force for all of your "employees" at the time of "loss". This coverage is excess over any other collectible insurance. SECTION III -PHYSICAL DAMAGE COVERAGE is amended as follows: 6. HIRED AUTO PHYSICAL DAMAGE Paragraph A.4. Coverage Extensions of SECTION III - PHYSICAL DAMAGE COVERAGE, is amended by adding the following: If hired "autos" are covered "autos" for Liability Coverage, and if Comprehensive, Specified Causes of Loss or Collision coverage are provided under the Business Auto Coverage Form for any "auto" you own, then the Physical Damage coverages provided are extended to "autos": Policy 7013446068 O 2018 Liberty Mutual Insurance AC 85 43 06 18 Includes copyrighted material of Insurance Services Office, Inc.,with Itgwr2i�fon DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D a. You hire, rent or borrow; or b. Your "employee" hires or rents under a written contract or agreement in that "employee's" name, but only if the damage occurs while the vehicle is being used in the conduct of your business, subject to the following limit and deductible: a. The most we will pay for "loss" in any one "accident" or "loss" is the smallest of: (1) $50,000; or (2) The actual cash value of the damaged or stolen property as of the time of the "loss"; or (3) The cost of repairing or replacing the damaged or stolen property with other property of like kind and quality, minus a deductible. b. The deductible will be equal to the largest deductible applicable to any owned "auto" for that coverage. c. Subject to the limit, deductible and excess provisions described in this provision, we will provide coverage equal to the broadest coverage applicable to any covered "auto" you own. d. Subject to a maximum of $1,000 per "accident", we will also cover the actual loss of use of the hired "auto" if it results from an "accident", you are legally liable and the lessor incurs an actual financial loss. e. This coverage extension does not apply to: (1) Any "auto" that is hired, rented or borrowed with a driver; or (2) Any "auto" that is hired, rented or borrowed from your "employee" or any member of your "employee's" household. Coverage provided under this extension is excess over any other collectible insurance available at the time of "loss". 7. TOWING AND LABOR SECTION III - PHYSICAL DAMAGE COVERAGE, Paragraph A.2. Towing , is amended by the addition of the following: We will pay towing and labor costs incurred, up to the limits shown below, each time a covered "auto" classified and rated as a private passenger type, "light truck" or "medium truck" is disabled: a. For private passenger type vehicles, we will pay up to $75 per disablement. b. For "light trucks", we will pay up to $75 per disablement. "Light trucks" are trucks that have a gross vehicle weight (GVW) of 10,000 pounds or less. c. For "medium trucks", we will pay up to $150 per disablement. "Medium trucks" are trucks that have a gross vehicle weight (GVW) of 10,001 -20,000 pounds. However, the labor must be performed at the place of disablement. 8. PHYSICAL DAMAGE -ADDITIONAL TRANSPORTATION EXPENSE COVERAGE Paragraph AA.a. Coverage Extensions, Transportation Expenses of SECTION III - PHYSICAL DAMAGE COVERAGE, is amended to provide a limit of $50 per day and a maximum limit of $1,500. 9. RENTAL REIMBURSEMENT SECTION III -PHYSICAL DAMAGE COVERAGE, A. Coverage, is amended by adding the following: a. We will pay up to $75 per day for rental reimbursement expenses incurred by you for the rental of an "auto" because of "accident" or "loss", to an "auto" for which we also pay a "loss" under Comprehensive, Specified Causes of Loss or Collision Coverages. We will pay only for those ex- penses incurred after the first 24 hours following the "accident" or "loss" to the covered "auto." b. Rental Reimbursement requires the rental of a comparable or lesser vehicle, which in many cases may be substantially less than $75 per day, and will only be allowed for the period of time it should take to repair or replace the vehicle with reasonable speed and similar quality, up to a maximum of 30 days. c. We will also pay up to $500 for reasonable and necessary expenses incurred by you to remove and replace your tools and equipment from the covered "auto". This limit is excess over any other collectible insurance. Policy 7013446068 O 2018 Liberty Mutual Insurance AC 85 43 06 18 Includes copyrighted material of Insurance Services Office, Inc.,with Itge-r3i�fon DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D d. This coverage does not apply unless you have a business necessity that other "autos" available for your use and operation cannot fill. e. If "loss" results from the total theft of a covered "auto" of the private passenger type, we will pay under this coverage only that amount of your rental reimbursement expenses which is not already provided under Paragraph 4. Coverage Extension. f. No deductible applies to this coverage. g. The insurance provided under this extension is excess over any other collectible insurance. If this policy also provides Rental Reimbursement Coverage you purchased, the coverage provided by this Enhancement Endorsement is in addition to the coverage you purchased. For the purposes of this endorsement provision, materials and equipment do not include "personal effects" as defined in provision 11.B. 10. EXTRA EXPENSE -BROADENED COVERAGE Under SECTION III - PHYSICAL DAMAGE COVERAGE, A. Coverage , we will pay for the expense of returning a stolen covered "auto" to you. The maximum amount we will pay is $1,000. 11. PERSONAL EFFECTS COVERAGE A. SECTION III -PHYSICAL DAMAGE COVERAGE, A. Coverage, is amended by adding the following: If you have purchased Comprehensive Coverage on this policy for an "auto" you own and that "auto" is stolen, we will pay, without application of a deductible, up to $600 for "personal effects" stolen with the "auto." The insurance provided under this provision is excess over any other collectible insurance. B. SECTION V -DEFINITIONS is amended by adding the following: For the purposes of this provision, "personal effects" mean tangible property that is worn or carried by an "insured." "Personal effects" does not include tools, equipment, jewelry, money or securi- ties. 12. ACCIDENTAL AIRBAG DEPLOYMENT SECTION III -PHYSICAL DAMAGE COVERAGE, B. Exclusions is amended by adding the following: If you have purchased Comprehensive or Collision Coverage under this policy, the exclusion for "loss" relating to mechanical breakdown does not apply to the accidental discharge of an airbag. Any insurance we provide shall be excess over any other collectible insurance or reimbursement by manufacturer's warranty. However, we agree to pay any deductible applicable to the other coverage or warranty. 13. PHYSICAL DAMAGE DEDUCTIBLE -VEHICLE TRACKING SYSTEM SECTION III -PHYSICAL DAMAGE COVERAGE, D. Deductible, is amended by adding the following: Any Comprehensive Deductible shown in the Declarations will be reduced by 50% for any "loss" caused by theft if the vehicle is equipped with a vehicle tracking device such as a radio tracking device or a global position device and that device was the method of recovery of the vehicle. 14. AUDIO, VISUAL AND DATA ELECTRONIC EQUIPMENT COVERAGE SECTION III -PHYSICAL DAMAGE COVERAGE, B. Exclusions , Paragraph a. of the exception to exclu- sions 4.c. and 4.d. is deleted and replaced with the following: Exclusions 4.c. and 4.d. do not apply to: a. Electronic equipment that receives or transmits audio, visual or data signals, whether or not de- signed solely for the reproduction of sound, if the equipment is: (1) Permanently installed in the covered "auto" at the time of the "loss" or removable from a housing unit that is permanently installed in the covered "auto"; and (2) Designed to be solely operated by use from the power from the "auto's" electrical system; and (3) Physical damage coverages are provided for the covered "auto". If the "loss" occurs solely to audio, visual or data electronic equipment or accessories used with this equipment, then our obligation to pay for, repair, return or replace damaged or stolen property will be reduced by a$100 deductible. Policy 7013446068 a 2018 Liberty Mutual Insurance Includes copyrighted material of Insurance age-r&nW Services Office, Inc.,with Pits DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D 15. LOAN / LEASE GAP COVERAGE (Not Applicable In New York) A. Paragraph C. Limit Of Insurance of SECTION III - PHYSICAL DAMAGE COVERAGE is amended by adding the following: The most we will pay for a "total loss" to a covered "auto" owned by or leased to you in any one "accident" is the greater of the: 1. Balance due under the terms of the loan or lease to which the damaged covered "auto" is subject at the time of the 'loss" less the amount of: a. Overdue payments and financial penalties associated with those payments as of the date of the "loss"; b. Financial penalties imposed under a lease due to high mileage, excessive use or abnormal wear and tear; c. Costs for extended warranties, Credit Life Insurance, Health, Accident or Disability Insur- ance purchased with the loan or lease; d. Transfer or rollover balances from previous loans or leases; e. Final payment due under a 'Balloon Loan"; f. The dollar amount of any unrepaired damage which occurred prior to the "total loss" of a covered "auto"; g. Security deposits not refunded by a lessor; h. All refunds payable or paid to you as a result of the early termination of a lease agreement or as a result of the early termination of any warranty or extended service agreement on a covered "auto"; I. Any amount representing taxes; j. Loan or lease termination fees; or 2. The actual cash value of the damage or stolen property as of the time of the 'loss". An adjustment for depreciation and physical condition will be made in determining the actual cash value at the time of the 'loss". This adjustment is not applicable in Texas. B. Additional Conditions This coverage applies only to the original loan for which the covered "auto" that incurred the "loss" serves as collateral, or lease written on the covered "auto" that incurred the 'loss". C. SECTION V -DEFINITIONS is changed by adding the following: As used in this endorsement provision, the following definitions apply: "Total loss" means a "loss" in which the cost of repairs plus the salvage value exceeds the actual cash value. A "balloon loan" is one with periodic payments that are insufficient to repay the balance over the term of the loan, thereby requiring a large final payment. 16. GLASS REPAIR- WAIVER OF DEDUCTIBLE Paragraph D. Deductible of SECTION III - PHYSICAL DAMAGE COVERAGE is amended by the addition of the following: No deductible applies to glass damage if the glass is repaired rather than replaced. 17. PARKED AUTO COLLISION COVERAGE (WAIVER OF DEDUCTIBLE) Paragraph D. Deductible of SECTION III - PHYSICAL DAMAGE COVERAGE is amended by the addition of the following: The deductible does not apply to 'loss" caused by collision to such covered "auto" of the private passenger type or light weight truck with a gross vehicle weight of 10,000 lbs. or less as defined by the manufacturer as maximum loaded weight the "auto" is designed to carry while it is: a. In the charge of an "insured"; b. Legally parked; and c. Unoccupied. Policy 7013446068 O 2018 Liberty Mutual Insurance AC 85 43 06 18 Includes copyrighted material of Insurance Services Office, Inc.,with ftgwr5i!nfo7i. DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D The "loss" must be reported to the police authorities within 24 hours of known damage. The total amount of the damage to the covered "auto" must exceed the deductible shown in the Declarations. This provision does not apply to any "loss" if the covered "auto" is in the charge of any person or organization engaged in the automobile business. 18. TWO OR MORE DEDUCTIBLES Under SECTION III - PHYSICAL DAMAGE COVERAGE, if two or more company policies or coverage forms apply to the same "accident", the following applies to Paragraph D. Deductible : a. If the applicable Business Auto deductible is the smaller (or smallest) deductible, it will be waived; or b. If the applicable Business Auto deductible is not the smaller (or smallest) deductible , it will be reduced by the amount of the smaller (or smallest) deductible; or c. If the "loss" involves two or more Business Auto coverage forms or policies, the smaller (or smallest) deductible will be waived. For the purpose of this endorsement, company means any company that is part of the Liberty Mutual Group. SECTION IV -BUSINESS AUTO CONDITIONS is amended as follows: 19. UNINTENTIONAL FAILURE TO DISCLOSE HAZARDS SECTION IV- BUSINESS AUTO CONDITIONS , Paragraph B.2. is amended by adding the following: If you unintentionally fail to disclose any hazards, exposures or material facts existing as of the incep- tion date or renewal date of the Business Auto Coverage Form, the coverage afforded by this policy will not be prejudiced. However, you must report the undisclosed hazard of exposure as soon as practicable after its discovery, and we have the right to collect additional premium for any such hazard or exposure. 20. AMENDED DUTIES IN THE EVENT OF ACCIDENT, CLAIM, SUIT OR LOSS SECTION IV - BUSINESS AUTO CONDITIONS , Paragraph A.2.a. is replaced in its entirety by the follow- ing: a. In the event of "accident", claim, "suit" or "loss", you must promptly notify us when it is known to: (1) You, if you are an individual; (2) A partner, if you are a partnership; (3) Member, if you are a limited liability company; (4) An executive officer or the "employee" designated by the Named Insured to give such notice, if you are a corporation. To the extent possible, notice to us should include: (a) How, when and where the "accident" or "loss" took place; (b) The "insured's" name and address; and (c) The names and addresses of any injured persons and witnesses. 21. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US SECTION IV - BUSINESS AUTO CONDITIONS , Paragraph A.5. Transfer Of Rights Of Recovery Against Others To Us, is amended by the addition of the following: If the person or organization has in a written agreement waived those rights before an "accident" or "loss", our rights are waived also. 22. HIRED AUTO COVERAGE TERRITORY SECTION IV - BUSINESS AUTO CONDITIONS , Paragraph B.7. Policy Period, Coverage Territory , is amended by the addition of the following: f. For "autos" hired 30 days or less, the coverage territory is anywhere in the world, provided that the "insured's" responsibility to pay for damages is determined in a "suit", on the merits, in the United States, the territories and possessions of the United States of America, Puerto Rico or Canada or in a settlement we agree to. Policy 7013446068 O 2018 Liberty Mutual Insurance AC 85 43 06 18 Includes copyrighted material of Insurance Services Office, Inc.,with ftgwr6i�fon DocuSign Envelope ID:84C61 BBA-684C-479D-A98D-0E6FD7B1 D75D This extension of coverage does not apply to an "auto" hired, leased, rented or borrowed with a driver. 23. PRIMARY AND NON-CONTRIBUTING IF REQUIRED BY WRITTEN CONTRACT OR WRITTEN AGREE- MENT The following is added to SECTION IV - BUSINESS AUTO CONDITIONS, General Conditions, B.5. Other Insurance and supersedes any provision to the contrary: This Coverage Form's Covered Autos Liability Coverage is primary to and will not seek contribution from any other insurance available to an "insured" under your policy provided that: 1. Such "insured" is a Named Insured under such other insurance; and 2. You have agreed in a written contract or written agreement that this insurance would be primary and would not seek contribution from any other insurance available to such "insured". SECTION V -DEFINITIONS is amended as follows: 24. BODILY INJURY REDEFINED Under SECTION V -DEFINITIONS , Definition C. is replaced by the following: "Bodily injury" means physical injury, sickness or disease sustained by a person, including mental anguish, mental injury, shock, fright or death resulting from any of these at any time. a Policy 7013446068 a 2018 Liberty Mutual Insurance AC 85 43 06 18 Includes copyrighted material of Insurance Services Office, Inc.,with ftgwr7i�fon DocuSign Envelope ID:84C61BBA-684C-479D-A98D-OE6FD7B1D75D BUSINESS LICENSE CITY OF LAKE ELSINORE This business license is issued for revenue purposes only and does not grant ADMINISTRATIVE SERVICES-LICENSING authorization to operate a business. This business license is issued without verification 130 South Main Street Lake Elsinore,CA 92530 that the holder is subject to or exempted from licensing by the state,county,federal 951.674.3124 government,or any other governmental agency. TO BE POSTED IN A CONSPICUOUS PLACE Business Name: TRB AND ASSOCIATES,INC Business Location: 3180 CROW CANYON PL STE 216 SAN RAMON,CA 94583-1115 BUSINESS LICENSE NO. 024302 Owner Name(s): TODD BAILEY Business Type: PROFESS IONAL/GENERAL-MISC Description: PROFESSIONAL SERVICES TRB AND ASSOCIATES, INC 3180 CROW CANYON PL STE 216 SAN RAMON,CA 94583-1115 Issue Date: 4/1/2024 Expiration Date: 3/31/2025 THIS IS YOUR LICENSE • NOTTRANSFERABLE