Common use of Planning Phase Clause in Contracts

Planning Phase. Administration Establish protocols and procedures with Project leadership PCSD CLIENT Issue and maintain Project directory PCSD Create and maintain electronic files of Project documents, including contracts, agreements, reports and plans PCSD CLIENT Facilitate execution of Project-related documents PCSD CLIENT Support in presentations to Client’s governing board, as needed PCSD Original Budget and Financing Create full Project budget (excluding FF&E) PCSD Create FF&E Project budget CLIENT PCSD Prepare Project cash flow and update as needed PCSD Analyze potential financing structure and facilitate selection PCSD CLIENT Source potential lenders PCSD CLIENT Create, submit, coordinate requests for financing packages PCSD CLIENT Address potential lender needs (requests, due diligence) PCSD CLIENT Manage selection of funder and lender and negotiate terms PCSD CLIENT Manage application and filing of closing documents PCSD CLIENT Schedule Generate Project schedule and update as needed PCSD Identify key Client and Project milestones PCSD CLIENT Site Control Negotiate XXXx (if applicable) CLIENT Arrange for right of entry (if applicable) CLIENT PCSD Negotiate lease terms (if applicable) CLIENT Collect existing due diligence materials (ex. haz mat assessments, topo survey) PCSD CLIENT Coordinate transaction components (ex. ALTA, title) PCSD CLIENT Manage entitlements and variances PCSD CLIENT Manage easements and covenants PCSD CLIENT Confirm Client facilities requirements CLIENT LEED or other state requirements (such as CHPs) CLIENT PCSD Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting Team Assembly - A&E / Consultants / Preconstruction Contractor Manage RFP preparation, proposal review, interview, and selection process of various Client contracts and services Architect & Engineering (MEP, Structural, etc.) PCSD CLIENT General Contractor PCSD CLIENT Surveyor (ALTA, Topo, wall check, building plat, etc.) PCSD CLIENT Geotechnical Engineer PCSD CLIENT Environmental Consultant (Phase 1, Hazmat, etc) PCSD CLIENT Traffic Engineer PCSD LEED or CHPS Consultant PCSD Commissioning Agent PCSD 3rd Party Plan Review PCSD Permit Expeditor PCSD Materials Testing & Inspections PCSD 3rd Party Code Inspections PCSD Audio / Visual CLIENT Access Control / Security CLIENT Communication Cabling CLIENT Signage PCSD CLIENT Negotiate and finalize contract terms including fees PCSD CLIENT Coordinate any documentation needed by financing CLIENT PCSD Coordinate submittals to local state entities PCSD CLIENT DESIGN PHASE Administrative Facilitate design meetings, including setting agenda PCSD Review and edit A&E meeting minutes and submit notes to file as needed PCSD CLIENT Establish requirements for permit and bid package issuances PCSD Attend Project presentations to School and/or Charter School Board, as needed PCSD CLIENT Coordinate Client's relationship with neighbors (informational meetings, approval meetings, update meetings, newsletters) CLIENT PCSD Programming Prepare outline program of spaces (indoor and outdoor) CLIENT PCSD Verify LEED / CHPS / Sustainability strategy PCSD CLIENT Generate performance criteria / specifications for Client's technical systems: Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting information technology CLIENT PCSD access control / security CLIENT PCSD communications CLIENT PCSD audio-visual CLIENT PCSD Budget & Schedule Tracking Manage contractor cost estimating of design packages PCSD If required, manage value engineering effort to ensure costs are consistent with Client budget goals PCSD Provide regular budget updates (hard and soft cost line items budget/commitments/actual expenditures): PCSD Update cash flow projections PCSD Review and approve all invoices related to Project budget commitments PCSD Package and coordinate monthly draw request for funding PCSD Manage design team to ensure various design packages are issued in accordance with Project Schedule PCSD Monitor and maintain overall Project schedule PCSD Provide paid invoice check numbers and dates on a monthly basis to ensure accurate Project accounting CLIENT Provide timely and complete responses to school-related design questions in efforts to maintain the design schedule CLIENT PCSD Quality Control Provide design reviews/xxxx-ups of drawings and specifications at various stages of design PCSD CLIENT Draft and issue approval memo to proceed into next phase of design PCSD Issue updates to Program Document, as required CLIENT PCSD Oversee any LEED credit tracking and initial 'design submission' to any reviewing entities PCSD FF&E Prepare and update list of FF&E items to be purchased CLIENT Facilitate design coordination with FF&E requirements PCSD CLIENT Manage technical and design input on low voltage systems as required during Design to ensure accuracy in AE drawings and specifications. CLIENT Coordinate the installation of Client’s low voltage requirements PCSD CLIENT Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Permitting & Utilities Monitor and participate in researching, submitting and securing approvals from all applicable agencies (e.g., environmental, regulatory, etc.) PCSD CLIENT Monitor and participate in applying for and securing new and/or replacement utility services: Water PCSD CLIENT Gas PCSD CLIENT Power/Electricity PCSD CLIENT Phone CLIENT PCSD Data/Wireless CLIENT PCSD CONSTRUCTION PHASE Administrative Attend regular construction team meetings PCSD CLIENT Review and edit contractor meeting minutes or submit notes to file as needed PCSD CLIENT Manage questions/issues raised by contractor and facilitate resolution PCSD CLIENT Bidding Review actual proposed General Conditions PCSD Review overall proposed Schedule of Values PCSD Create a wish list for contingency and capital campaign efforts CLIENT PCSD Coordinate proposed change order process, including documentation requirements PCSD Budget & Schedule Tracking Prepare and maintain construction contract log PCSD Review, manage and negotiate Proposed Change Orders PCSD Attend Change Order meetings with contractor and design team PCSD Provide timely responses to school-related RFI and Change Order questions as required CLIENT PCSD Track construction costs and identify variances from budgeted amounts, including exposures against construction contingencies PCSD Provide regular budget updates (hard and soft cost line items/budget/commitments/actual expenditures) PCSD Update cash flow projections as needed PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Review and approve all invoices related to Project budget commitments and submit to CLIENT for payment PCSD Pay all Project invoices CLIENT Package and coordinate monthly draw request for funding PCSD Track contractor's schedule progress and flag items of concern for contractor's response PCSD Monitor and maintain overall Project schedule PCSD Quality Control Monitor work of contractor to ensure compliance with design documents and quality of work (PCSD will also rely on the opinion of 3rd parties such as architects and inspectors to confirm compliance) PCSD FF&E Assist in coordinating contractor's work with installation of FF&E PCSD CLIENT Assist in coordinating contractor's work with installation of other Client-provided work (telecom, security, A/V, etc.) PCSD CLIENT Utilities Facilitate coordination between utility companies and contractor regarding new services into Project PCSD CLIENT Coordinate between Client and utilities in establishing billing accounts CLIENT PCSD Substantial / Final Completion Facilitate final inspection approvals and issuance of Certificate of Occupancy PCSD Coordinate development of punch-list and contractor's completion thereof PCSD Facilitate turnover of Project from construction team to property management and/or school operations (including systems training) PCSD Manage contractor's assembly of closeout materials (including O&M information as required) PCSD Ensure distribution or warranties and manuals to operations personnel CLIENT Coordinate receipt/distribution of as-built documents PCSD Review and confirm final construction costs, and if applicable, negotiate final construction cost and appropriate distribution of Project savings. PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Confirm receipt of lien waivers and other closeout documents required for contractor's final payment PCSD

Planning Phase. Administration Establish protocols and procedures with Project leadership PCSD CLIENT Issue and maintain Project directory PCSD Create and maintain electronic files of Project documents, including contracts, agreements, reports and plans PCSD CLIENT Facilitate execution of Project-related documents PCSD CLIENT Support in presentations to Client’s governing board, as needed PCSD Original Budget and Financing Create full Project budget (excluding FF&E) PCSD Create FF&E Project budget CLIENT PCSD Prepare Project cash flow and update as needed PCSD Analyze potential financing structure and facilitate selection PCSD CLIENT Source potential lenders PCSD CLIENT Create, submit, coordinate requests for financing packages PCSD CLIENT Address potential lender needs (requests, due diligence) PCSD CLIENT Manage selection of funder and lender and negotiate terms PCSD CLIENT Manage application and filing of closing documents PCSD CLIENT Schedule Generate Project schedule and update as needed PCSD Identify key Client and Project milestones PCSD CLIENT Site Control Negotiate XXXx (if applicable) CLIENT Arrange for right of entry (if applicable) CLIENT PCSD Negotiate lease terms (if applicable) CLIENT Collect existing due diligence materials (ex. haz mat assessments, topo survey) PCSD CLIENT Coordinate transaction components (ex. ALTA, title) PCSD CLIENT Manage entitlements and variances PCSD CLIENT Manage easements and covenants PCSD CLIENT Confirm Client facilities requirements CLIENT LEED or other state requirements (such as CHPs) CLIENT PCSD Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting Team Assembly - A&E / Consultants / Preconstruction Contractor Manage RFP preparation, proposal review, interview, and selection process of various Client contracts and services Architect & Engineering (MEP, Structural, etc.) PCSD CLIENT General Contractor PCSD CLIENT Surveyor (ALTA, Topo, wall check, building plat, etc.) PCSD CLIENT Geotechnical Engineer PCSD CLIENT Environmental Consultant (Phase 1, Hazmat, etc) PCSD CLIENT Traffic Engineer PCSD LEED or CHPS Consultant PCSD Commissioning Agent PCSD 3rd Party Plan Review PCSD Permit Expeditor PCSD Materials Testing & Inspections PCSD 3rd Party Code Inspections PCSD Audio / Visual CLIENT Access Control / Security CLIENT Communication Cabling CLIENT Signage PCSD CLIENT Negotiate and finalize contract terms including fees PCSD CLIENT Coordinate any documentation needed by financing CLIENT PCSD Coordinate submittals to local state entities PCSD CLIENT DESIGN PHASE Administrative Facilitate design meetings, including setting agenda PCSD Review and edit A&E meeting minutes and submit notes to file as needed PCSD CLIENT Establish requirements for permit and bid package issuances PCSD Attend Project presentations to School and/or Charter School Board, as needed PCSD CLIENT Coordinate Client's relationship with neighbors (informational meetings, approval meetings, update meetings, newsletters) CLIENT PCSD Programming Prepare outline program of spaces (indoor and outdoor) CLIENT PCSD Verify LEED / CHPS / Sustainability strategy PCSD CLIENT Generate performance criteria / specifications for Client's technical systems: Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting information technology CLIENT PCSD access control / security CLIENT PCSD communications CLIENT PCSD audio-visual CLIENT PCSD Budget & Schedule Tracking Manage contractor cost estimating of design packages PCSD If required, manage value engineering effort to ensure costs are consistent with Client budget goals PCSD Provide regular budget updates (hard and soft cost line items budget/commitments/actual expenditures): PCSD Update cash flow projections PCSD Review and approve all invoices related to Project budget commitments PCSD Package and coordinate monthly draw request for funding PCSD Manage design team to ensure various design packages are issued in accordance with Project Schedule PCSD Monitor and maintain overall Project schedule PCSD Provide paid invoice check numbers and dates on a monthly basis to ensure accurate Project accounting CLIENT Provide timely and complete responses to school-related design questions in efforts to maintain the design schedule CLIENT PCSD Quality Control Provide design reviews/xxxx-ups of drawings and specifications at various stages of design PCSD CLIENT Draft and issue approval memo to proceed into next phase of design PCSD Issue updates to Program Document, as required CLIENT PCSD Oversee any LEED credit tracking and initial 'design submission' to any reviewing entities PCSD FF&E Prepare and update list of FF&E items to be purchased CLIENT Facilitate design coordination with FF&E requirements PCSD CLIENT Manage technical and design input on low voltage systems as required during Design to ensure accuracy in AE drawings and specifications. CLIENT Coordinate the installation of Client’s low voltage requirements PCSD CLIENT Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Permitting & Utilities Monitor and participate in researching, submitting and securing approvals from all applicable agencies (e.g., environmental, regulatory, etc.) PCSD CLIENT Monitor and participate in applying for and securing new and/or replacement utility services: Water PCSD CLIENT Gas PCSD CLIENT Power/Electricity PCSD CLIENT Phone CLIENT PCSD Data/Wireless CLIENT PCSD CONSTRUCTION PHASE Administrative Attend regular construction team meetings PCSD CLIENT Review and edit contractor meeting minutes or submit notes to file as needed PCSD CLIENT Manage questions/issues raised by contractor and facilitate resolution PCSD CLIENT Bidding Review actual proposed General Conditions PCSD Review overall proposed Schedule of Values PCSD Create a wish list for contingency and capital campaign efforts CLIENT PCSD Coordinate proposed change order process, including documentation requirements PCSD Budget & Schedule Tracking Prepare and maintain construction contract log PCSD Review, manage and negotiate Proposed Change Orders PCSD Attend Change Order meetings with contractor and design team PCSD Provide timely responses to school-related RFI and Change Order questions as required required, CLIENT PCSD Track construction costs and identify variances from budgeted amounts, including exposures against construction contingencies PCSD Provide regular budget updates (hard and soft cost line items/budget/commitments/actual expenditures) PCSD Update cash flow projections as needed PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Review and approve all invoices related to Project budget commitments and submit to CLIENT for payment PCSD Pay all Project invoices CLIENT Package and coordinate monthly draw request for funding PCSD Track contractor's schedule progress and flag items of concern for contractor's response PCSD Monitor and maintain overall Project schedule PCSD Quality Control Monitor work of contractor to ensure compliance with design documents and quality of work (PCSD will also rely on the opinion of 3rd parties such as architects and inspectors to confirm compliance) PCSD FF&E Assist in coordinating contractor's work with installation of FF&E PCSD CLIENT Assist in coordinating contractor's work with installation of other Client-provided work (telecom, security, A/V, etc.) PCSD CLIENT Utilities Facilitate coordination between utility companies and contractor regarding new services into Project PCSD CLIENT Coordinate between Client and utilities in establishing billing accounts CLIENT PCSD Substantial / Final Completion Facilitate final inspection approvals and issuance of Certificate of Occupancy PCSD Coordinate development of punch-list and contractor's completion thereof PCSD Facilitate turnover of Project from construction team to property management and/or school operations (including systems training) PCSD Manage contractor's assembly of closeout materials (including O&M information as required) PCSD Ensure distribution or warranties and manuals to operations personnel CLIENT Coordinate receipt/distribution of as-built documents PCSD Review and confirm final construction costs, and if applicable, negotiate final construction cost and appropriate distribution of Project savings. PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Confirm receipt of lien waivers and other closeout documents required for contractor's final payment PCSD

Planning Phase. Administration Establish protocols and procedures with Project leadership PCSD CLIENT Issue and maintain Project project directory PCSD Create and maintain electronic files of Project documents, including contracts, agreements, reports and plans PCSD CLIENT Facilitate execution of Project-related documents PCSD CLIENT Support in presentations Present to Client’s governing board, as needed PCSD PCSD PCSD CLIENT CLIENT CLIENT PCSD Original Budget and Financing Create full Project budget (excluding FF&E) PCSD CLIENT Create FF&E Project budget CLIENT PCSD Prepare Project cash flow and update as needed PCSD Analyze potential financing structure and facilitate selection CLIENT PCSD CLIENT Source potential lenders CLIENT PCSD CLIENT Create, submit, coordinate requests for financing packages CLIENT PCSD CLIENT Address potential lender needs (requests, due diligence) CLIENT PCSD CLIENT Manage selection of funder and lender and negotiate terms CLIENT PCSD CLIENT Manage loan application and filing of closing documents PCSD CLIENT Schedule Generate Project schedule and update as needed PCSD Identify key Client and Project milestones PCSD PCSD CLIENT Site Control / Due Diligence Negotiate XXXx (if applicable) CLIENT PCSD Arrange for right of entry (if applicable) CLIENT PCSD Negotiate Develop summary of key lease terms provisions PCSD CLIENT Confirm governmental requirements (if applicable) CLIENT PCSD Confirm Client requirements CLIENT Scope of Services August 3, 2021 Project: Bay Area Technology School Responsible Party Primary Supporting Collect and review existing due diligence materials (ex. haz mat assessments, topo survey, easements, CC&Rs)(if applicable) PCSD CLIENT Coordinate transaction components (ex. ALTA, title) PCSD CLIENT Manage entitlements and variances process PCSD CLIENT Manage easements and covenants PCSD CLIENT Confirm Client facilities LEED or CHPS requirements CLIENT LEED (from Client, City, or other state requirements (such as CHPsentity) PCSD CLIENT PCSD Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting Team Assembly - A&E / Consultants / Preconstruction Contractor Manage RFP preparation, proposal review, interview, and selection process of various the following Client contracts and services services: Architect & Engineering (MEP, Structural, etc.) PCSD CLIENT Civil Engineer PCSD CLIENT General Contractor PCSD CLIENT Surveyor (ALTA, Topo, wall check, building plat, etc.) PCSD CLIENT Geotechnical Geotech Engineer PCSD CLIENT Environmental Consultant (Phase 1, HazmatHazmat Surveys, etc) PCSD CLIENT Lead and Asbestos Consultant/Industrial Hygienist PCSD CLIENT CEQA Consultant PCSD CLIENT Traffic Engineer PCSD CLIENT LEED or CHPS Consultant PCSD Commissioning Agent CLIENT Permit Expeditor (if applicable) PCSD CLIENT 3rd Party Plan Review (if applicable) PCSD Permit Expeditor PCSD CLIENT Materials Testing & Inspections PCSD CLIENT 3rd Party Code Inspections (Inspector of Record), if applicable PCSD Audio CLIENT Special Inspections / Visual Testing Services PCSD CLIENT Access Control / Security CLIENT Communication Cabling CLIENT Audio Visual CLIENT Signage PCSD CLIENT Commissioning Agent PCSD CLIENT Scope of Services August 3, 2021 Project: Bay Area Technology School Responsible Party Primary Supporting Negotiate and finalize contract terms including fees PCSD CLIENT Coordinate any documentation needed by financing (if applicable) CLIENT PCSD Coordinate submittals submission to any local or state entities agencies and authorities PCSD CLIENT DESIGN PHASE Administrative Facilitate design meetings, including setting agenda PCSD Prepare and maintain issue tracking log PCSD Review and edit A&E meeting minutes and submit notes to file as needed with assistance from architect PCSD CLIENT Establish requirements for permit and bid package issuances PCSD Attend Project presentations to School and/or Charter School Board, as needed PCSD CLIENT Coordinate Client's relationship with neighbors (informational meetings, approval meetings, update meetings, newsletters) CLIENT PCSD Programming Prepare outline program of spaces (indoor and outdoor) CLIENT PCSD Verify LEED / CHPS / Sustainability strategy PCSD CLIENT Generate performance criteria / specifications for Client's technical systems: Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting information Information technology CLIENT PCSD access Access control / security CLIENT PCSD communications Communications CLIENT PCSD audioAudio-visual CLIENT PCSD Budget & Schedule Tracking Manage contractor cost estimating of design packages PCSD If required, manage value engineering effort to ensure costs are consistent with Client budget goals PCSD CLIENT Provide regular budget updates (hard and soft cost line items budget/commitments/actual expenditures): PCSD Update cash flow projections PCSD Review and approve all invoices related to Project budget commitments PCSD Scope of Services August 3, 2021 Project: Bay Area Technology School Responsible Party Primary Supporting Package and coordinate monthly draw request for funding PCSD CLIENT Manage design team to ensure various design packages are issued in accordance with Project Schedule PCSD CLIENT Monitor and maintain overall Project schedule PCSD CLIENT Provide paid invoice check numbers and dates on a monthly basis basis, as needed, to ensure accurate Project project accounting CLIENT Provide timely and complete responses to school-school- related design questions in efforts to maintain the design schedule CLIENT PCSD Quality Control Provide design reviews/xxxxmark-ups of drawings and specifications at various stages of design PCSD CLIENT Draft and issue approval memo to proceed into next phase of design PCSD Issue updates to Program Document, as required CLIENT PCSD Oversee any LEED credit tracking and initial 'design submission' to any reviewing entities PCSD FF&E Prepare and update list of FF&E items to be purchased CLIENT Facilitate design coordination with between Architect and Client related to FF&E requirements PCSD CLIENT Manage technical and design input on low voltage systems as required during Design to ensure accuracy in AE drawings and specifications. CLIENT Coordinate the installation of Client’s low voltage requirements PCSD CLIENT Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Permitting & Utilities Monitor and participate in researching, submitting and securing approvals from all applicable agencies (e.g., environmental, regulatory, etc.) PCSD CLIENT Monitor and participate in applying for and securing new and/or replacement utility services: Water PCSD CLIENT Gas PCSD CLIENT Power/Electricity PCSD CLIENT Scope of Services Project: Bay Area Technology School August 3, 2021 Responsible Party Primary Supporting Phone CLIENT PCSD Data/Wireless Internet Service Provider CLIENT PCSD CONSTRUCTION PHASE Administrative Attend regular construction team meetings PCSD CLIENT Review and edit contractor meeting minutes or submit notes to file as needed PCSD CLIENT Manage questions/issues raised by contractor and facilitate resolution PCSD CLIENT Bidding Review actual proposed General Conditions Manage the construction bid process and negotiation of GMP PCSD CLIENT Review overall proposed Schedule of Values PCSD Create a wish list for contingency and capital campaign efforts CLIENT PCSD Coordinate proposed change order process, including documentation requirements PCSD Budget & Schedule Tracking Prepare and maintain construction contract log PCSD Review, manage and negotiate Proposed Change Orders PCSD CLIENT Attend Change Order meetings with contractor and design team PCSD Provide timely responses to school-related RFI and Change Order questions as required required, CLIENT PCSD Track construction costs and identify variances from budgeted amounts, including exposures against construction contingencies PCSD Provide regular budget updates (hard and soft cost line items/budget/commitments/actual expenditures) PCSD Update cash flow projections as needed PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Review and approve all invoices related to Project project budget commitments and submit to CLIENT for payment PCSD Pay all Project invoices CLIENT Package and coordinate monthly draw request for funding PCSD Scope of Services August 3, 2021 Project: Bay Area Technology School Responsible Party Primary Supporting Track contractor's schedule progress and flag items of concern for contractor's response PCSD Monitor and maintain overall Project schedule PCSD Quality Control Monitor work of contractor to ensure compliance with design documents and quality of work (PCSD will also may rely on the opinion of 3rd parties such as architects and inspectors to confirm compliance) PCSD FF&E Assist in coordinating contractor's work with installation of FF&E PCSD CLIENT Assist in coordinating contractor's work with installation of other Client-provided work (telecom, security, A/V, etc.) PCSD CLIENT Utilities Facilitate coordination between utility companies and contractor regarding new services into Project PCSD CLIENT Coordinate between Client and utilities in establishing billing accounts CLIENT PCSD Substantial / Final Completion Facilitate final inspection approvals and issuance of Certificate of Occupancy PCSD Coordinate development of punch-list and contractor's completion thereof PCSD Facilitate turnover of Project from construction team to property management and/or school operations (including systems training) PCSD Manage contractor's assembly of closeout materials (including O&M information as required) PCSD - Ensure proper distribution or warranties and manuals to operations operational personnel CLIENT Coordinate receipt/distribution of as-built documents PCSD Review and confirm If GMP, review final construction costs, costs and if applicable, negotiate final construction cost GMP amount and appropriate distribution of Project savings. , if any PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Confirm receipt of lien waivers and other closeout documents required for contractor's final payment PCSD Scope of Services Project: Bay Area Technology School August 3, 2021 Responsible Party Primary Supporting POST CONSTRUCTION PHASE Administrative Facilitate resolution to any construction/warranty issues raised during first six (6) weeks of occupancy PCSD Provide final archive to Client of all key Project documents. PCSD CLIENT If Applicable, assist LEED consultant in submission of final certificate application to USGBC and distribution of certification upon receipt. PCSD CLIENT Assist Client in preparing any financing/funding entity closeout requirements PCSD CLIENT EXCLUDED SERVICES: Each of the following services related to the Property, Buildings or Project shall be expressly excluded from the Services performed by PCSD pursuant to this Agreement (each an “Excluded Service” and collectively the “Excluded Services”): ♦Architectural, engineering or other design services or the conformance of any design or implementation with any applicable legal standards or requirements ♦General contracting ♦Legal service in relation to any legal practice area ♦Safety program design or enforcement ♦Accounting services ♦Investment advisory services ♦Municipal advisory services ♦Environmental consulting or assessment, related mitigation or monitoring ♦Quantity surveying or cost estimating ♦FF&E procurement, including the following items: ♦ Lunch tables ♦ Playground surfacing or equipment ♦ School & office equipment or furnishings ♦Low voltage data beyond the coordination of installation on the Project, phone, PA system, clock, security, or card reader wiring/equipment/planning ♦Kitchen, food prep, and food serving equipment ♦Equipment needed to execute future maintenance ♦Any operational permits or fees required to operate a public charter school ♦Property management In accordance with this Agreement, PCSD may oversee the management and/or scheduling of third-party licensed professionals, contractors and vendors contracted with the Client in the course of rendering the services set forth in this Exhibit B. However, PCSD shall not have any formal control over or charge of and shall not be responsible for construction means, methods, techniques, sequences, or procedures, acts, omissions, or safety precautions and programs of any third-party professionals, contractors, or vendors. Furthermore, PCSD shall have no responsibility for i) design or for ensuring that such design or its implementation is in compliance with applicable laws and code; or ii) the discovery, presence, handling, removal, disposal of or exposure of persons to hazardous materials in any form at or around the Property. As such, PCSD shall not be named as a party to any action brought by Client in matters of design errors and omissions, construction defects, jobsite accidents, or any other event relating to or arising out of any contract between Client and any third-party professionals, contractors or vendors, or any of the above Excluded Services. PCSD shall be specifically indemnified by Client and by the general contractors, sub-contractors, architects and other design consultants contracted with by Client and working on the Project against actions brought against PCSD in relation to such contracts or Excluded Services, but excepting from each instance any Losses and Liabilities that are found by a court or forum of competent jurisdiction to have been caused by the sole gross negligence or willful misconduct of PCSD. Client shall cause its contracts with such third parties to contain a written indemnification of PCSD in form reasonably satisfactory to PCSD, as determined in its sole discretion. [END OF SCOPE OF SERVICES] EXHIBIT C INSURANCE Contractor Insurance Coverage

Planning Phase. Administration Establish protocols and procedures with Project leadership PCSD CLIENT Issue and maintain Project directory PCSD Create and maintain electronic files of Project documents, including contracts, agreements, reports and plans PCSD CLIENT Facilitate execution of Project-related documents PCSD CLIENT Support in presentations to Client’s governing board, as needed PCSD Original Budget and Financing Create full Project budget (excluding FF&E) PCSD Create FF&E Project budget CLIENT PCSD Prepare Project cash flow and update as needed PCSD CLIENT Analyze potential financing structure and facilitate selection PCSD CLIENT Source potential lenders PCSD CLIENT Create, submit, coordinate requests for financing packages PCSD CLIENT Address potential lender needs (requests, due diligence) PCSD CLIENT Manage selection of funder and lender and negotiate terms PCSD CLIENT Manage application and filing of closing documents PCSD CLIENT Apply for government financing if applicable CLIENT PCSD Apply for government grants if applicable CLIENT PCSD Schedule Generate Project schedule and update as needed PCSD Identify key Client and Project milestones PCSD CLIENT Site Control Negotiate XXXx (if applicable) CLIENT PCSD Arrange for right of entry (if applicable) CLIENT PCSD Negotiate lease terms (if applicable) CLIENT PCSD Collect existing due diligence materials (ex. haz mat environmental assessments, topo survey) PCSD CLIENT Coordinate transaction components (ex. ALTA, title) PCSD CLIENT Manage entitlements and variances PCSD CLIENT Manage easements and covenants PCSD CLIENT Scope of Services October , 2022 Project: CWC West Valley Responsible Party Primary Supporting Confirm Client facilities (School District) requirements CLIENT LEED or other state requirements (such as CHPs) CLIENT PCSD Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting Team Assembly - A&E / Consultants / Preconstruction Contractor Manage RFP preparation, proposal review, interview, and selection process of various Client contracts and services Architect & Engineering (MEP, Structural, Civil etc.) PCSD CLIENT General Contractor PCSD CLIENT Surveyor (ALTA, Topo, wall check, building plat, etc.) PCSD CLIENT Geotechnical Engineer PCSD CLIENT Environmental Consultant (Phase 1, Hazmat, etc) PCSD CLIENT Traffic Engineer PCSD LEED or CHPS Consultant PCSD Commissioning Agent (if applicable) PCSD 3rd Party Plan Review PCSD Permit Expeditor PCSD Labor Compliance Monitoring (if applicable) PCSD Materials Testing & Inspections PCSD 3rd Party Code Inspections PCSD Audio / Visual CLIENT Access Control / Security CLIENT Data/Communication Cabling CLIENT Signage PCSD CLIENT Negotiate and finalize contract terms including fees PCSD CLIENT Coordinate any documentation needed by financing CLIENT PCSD Coordinate submittals submission to any local state entities PCSD CLIENT DESIGN PHASE Administrative Facilitate design meetings, including setting agenda PCSD Review and edit A&E meeting minutes and submit notes to file as needed PCSD CLIENT Establish Review requirements for permit and bid package issuances PCSD Attend Project presentations to School and/or Charter School Board, as needed PCSD CLIENT Coordinate Client's relationship with neighbors (informational meetings, approval meetings, update meetings, newsletters) CLIENT PCSD Programming Prepare outline program of spaces (indoor and outdoor) CLIENT PCSD Verify LEED / CHPS / Sustainability strategy PCSD CLIENT Generate performance criteria / specifications for Client's technical systems: Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting information technology CLIENT PCSD access control / security CLIENT PCSD communications CLIENT PCSD audio-visual CLIENT PCSD Budget & Schedule Tracking Manage contractor cost estimating of design packages PCSD If required, manage value engineering effort to ensure costs are consistent with Client budget goals PCSD Provide regular budget updates (hard and soft cost line items budget/commitments/actual expenditures): PCSD Update cash flow projections PCSD Review and approve all invoices related to Project budget commitments PCSD Package and coordinate monthly draw request for funding PCSD Manage design team to ensure various design packages are issued in accordance with Project Schedule PCSD Monitor and maintain overall Project schedule PCSD Provide paid invoice check numbers and dates on a monthly basis to ensure accurate Project accounting CLIENT Provide timely and complete responses to school-related design questions in efforts to maintain the design schedule CLIENT PCSD Quality Control Provide design reviews/xxxx-ups of drawings and specifications at various stages of design PCSD CLIENT Draft and issue approval memo to proceed into next phase of design PCSD Issue updates to Program Document, as required CLIENT PCSD Oversee any LEED credit tracking and initial 'design submission' to any reviewing entities PCSD FF&E Prepare and update list of FF&E items to be purchased CLIENT Facilitate design coordination with FF&E requirements PCSD CLIENT Manage technical and design input on low voltage systems as required during Design to ensure accuracy in AE drawings and specifications. CLIENT Coordinate the installation of Client’s low voltage requirements PCSD CLIENT Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Permitting & Utilities Monitor and participate in researching, submitting and securing approvals from all applicable agencies (e.g., environmental, regulatory, etc.) PCSD CLIENT Monitor and participate in applying for and securing new and/or replacement utility services: Water PCSD CLIENT Gas PCSD CLIENT Power/Electricity PCSD CLIENT Phone CLIENT PCSD Data/Wireless CLIENT PCSD CONSTRUCTION PHASE Administrative Attend regular construction team meetings PCSD CLIENT Review and edit contractor meeting minutes or submit notes to file as needed PCSD CLIENT Manage questions/issues raised by contractor and facilitate resolution PCSD CLIENT Bidding Review actual proposed General Conditions PCSD Review overall proposed Schedule of Values PCSD Create a wish list for contingency and capital campaign efforts CLIENT PCSD Coordinate proposed change order process, including documentation requirements PCSD Budget & Schedule Tracking Prepare and maintain construction contract log PCSD Review, manage and negotiate Proposed Change Orders PCSD Attend Change Order meetings with contractor and design team PCSD Provide timely responses to school-related RFI and Change Order questions as required CLIENT PCSD Track construction costs and identify variances from budgeted amounts, including exposures against construction contingencies PCSD Provide regular budget updates (hard and soft cost line items/budget/commitments/actual expenditures) PCSD Update cash flow projections as needed PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Review and approve all invoices related to Project budget commitments and submit to CLIENT for payment PCSD Pay all Project invoices CLIENT Package and coordinate monthly draw request for funding PCSD Track contractor's schedule progress and flag items of concern for contractor's response PCSD Monitor and maintain overall Project schedule PCSD Quality Control Monitor work of contractor to ensure compliance with design documents and quality of work (PCSD will also rely on the opinion of 3rd parties such as architects and inspectors to confirm compliance) PCSD FF&E Assist in coordinating contractor's work with installation of FF&E PCSD CLIENT Assist in coordinating contractor's work with installation of other Client-provided work (telecom, security, A/V, etc.) PCSD CLIENT Utilities Facilitate coordination between utility companies and contractor regarding new services into Project PCSD CLIENT Coordinate between Client and utilities in establishing billing accounts CLIENT PCSD Substantial / Final Completion Facilitate final inspection approvals and issuance of Certificate of Occupancy PCSD Coordinate development of punch-list and contractor's completion thereof PCSD Facilitate turnover of Project from construction team to property management and/or school operations (including systems training) PCSD Manage contractor's assembly of closeout materials (including O&M information as required) PCSD Ensure distribution or warranties and manuals to operations personnel CLIENT Coordinate receipt/distribution of as-built documents PCSD Review and confirm final construction costs, and if applicable, negotiate final construction cost and appropriate distribution of Project savings. PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Confirm receipt of lien waivers and other closeout documents required for contractor's final payment PCSD

Planning Phase. Administration Establish protocols and procedures with Project leadership PCSD CLIENT Issue and maintain Project project directory PCSD Create and maintain electronic files of Project documents, including contracts, agreements, reports and plans PCSD CLIENT Facilitate execution of Project-related documents PCSD CLIENT Support in presentations Present to Client’s governing board, as needed CLIENT PCSD Original Budget and Financing Create full Project budget (excluding FF&E) PCSD CLIENT Create FF&E Project budget CLIENT PCSD Prepare Project cash flow and update as needed PCSD Analyze potential financing structure and facilitate selection CLIENT PCSD CLIENT Source potential lenders CLIENT PCSD CLIENT Create, submit, coordinate requests for financing packages CLIENT PCSD CLIENT Address potential lender needs (requests, due diligence) CLIENT PCSD CLIENT Manage selection of funder and lender and negotiate terms CLIENT PCSD Manage loan application and facilitate loan closing PCSD CLIENT Manage application and filing of closing documents Apply for government financing (if applicable) CLIENT PCSD Apply for government grants (if applicable) CLIENT PCSD Schedule Generate Project schedule and update as needed PCSD Identify key Client and Project milestones PCSD CLIENT Site Control / Due Diligence Negotiate XXXx (if applicable) CLIENT PCSD Arrange for right of entry (if applicable) CLIENT PCSD Negotiate Develop summary of key lease terms provisions PCSD CLIENT Confirm District requirements (if applicable) CLIENT Confirm Client requirements CLIENT Scope of Services August 29, 2023 Project: NAVIGATOR SCHOOLS Responsible Party Primary Supporting Collect and review existing due diligence materials (ex. haz mat assessments, topo survey, easements, CC&Rs, if applicable) PCSD CLIENT Coordinate transaction components (ex. ALTA, title) PCSD CLIENT Manage entitlements and variances process PCSD CLIENT Manage easements and covenants PCSD CLIENT Confirm Client facilities requirements CLIENT LEED or other state requirements (such as CHPsCHPS (from Client, District, or other state entity) PCSD CLIENT PCSD Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting Team Assembly - A&E / Consultants / Preconstruction Contractor Manage RFP preparation, proposal review, interview, and selection process of various Client contracts and services services: Architect & Engineering (MEP, Structural, etc.) PCSD CLIENT - Civil Engineer PCSD CLIENT - General Contractor PCSD CLIENT - Surveyor (ALTA, Topo, wall check, building plat, etc.) PCSD CLIENT Geotechnical - Geotech Engineer PCSD CLIENT - Environmental Consultant (Phase 1, HazmatHazmat Surveys, etc) PCSD CLIENT - Lead and Asbestos Consultant/Industrial Hygienist PCSD CLIENT - CEQA Consultant PCSD CLIENT - Traffic Engineer PCSD LEED or CHPS Consultant PCSD Commissioning Agent CLIENT PCSD CLIENT Permit Expeditor (if applicable) PCSD CLIENT 3rd Party Plan Review (if applicable) PCSD Permit Expeditor CLIENT Wage Scale Monitoring, if not provided by GC PCSD CLIENT Materials Testing & Inspections PCSD CLIENT 3rd Party Code Inspections (Inspector of Record), if applicable PCSD Audio CLIENT - Special Inspections / Visual Testing Services PCSD CLIENT - Access Control / Security CLIENT - Communication Cabling CLIENT CLIENT Audio Visual CLIENT - Signage PCSD CLIENT Scope of Services August 29, 2023 Project: NAVIGATOR SCHOOLS Responsible Party Primary Supporting Commissioning Agent PCSD CLIENT Negotiate and finalize contract terms including fees PCSD CLIENT Coordinate any documentation needed by financing (if applicable) CLIENT PCSD Coordinate submittals submission to any local or state entities agencies and authorities PCSD CLIENT DESIGN PHASE Administrative Facilitate design meetings, including setting agenda PCSD Prepare and maintain issue tracking log PCSD Review and edit A&E meeting minutes and submit notes to file as needed PCSD CLIENT Establish requirements for permit and bid package issuances PCSD Attend Project presentations to School and/or Charter School Board, as needed PCSD CLIENT Coordinate Client's relationship with neighbors (informational meetings, approval meetings, update meetings, newsletters) CLIENT PCSD Programming Prepare outline program of spaces (indoor and outdoor) CLIENT PCSD Verify LEED / CHPS / Sustainability strategy PCSD CLIENT Generate performance criteria / specifications for Client's technical systems: Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting information - Information technology CLIENT PCSD access - Access control / security CLIENT PCSD communications - Communications CLIENT PCSD audioAudio-visual CLIENT PCSD Budget & Schedule Tracking Manage contractor cost estimating of design packages PCSD If required, manage value engineering effort to ensure costs are consistent with Client budget goals PCSD CLIENT Provide regular budget updates (hard and soft cost line items budget/commitments/actual expenditures): PCSD Update cash flow projections PCSD Review and approve all invoices related to Project budget commitments PCSD Package and coordinate monthly draw request for funding PCSD CLIENT Scope of Services August 29, 2023 Project: NAVIGATOR SCHOOLS Responsible Party Primary Supporting Manage design team to ensure various design packages are issued in accordance with Project Schedule PCSD CLIENT Monitor and maintain overall Project schedule PCSD CLIENT Provide paid invoice check numbers and dates on a monthly basis basis, as needed, to ensure accurate Project project accounting CLIENT Provide timely and complete responses to school-related design questions in efforts to maintain the design schedule CLIENT PCSD Quality Control Provide design reviews/xxxxmark-ups of drawings and specifications at various stages of design PCSD CLIENT Draft and issue approval memo to proceed into next phase of design PCSD Issue updates to Program Document, as required CLIENT PCSD Oversee any LEED credit tracking and initial 'design submission' to any reviewing entities PCSD FF&E Prepare and update list of FF&E items to be purchased CLIENT Facilitate design coordination with between Architect and Client related to FF&E requirements PCSD CLIENT P Manage technical and design input on low voltage systems as required during Design to ensure accuracy in AE drawings and specifications. CLIENT Coordinate the installation of Client’s low voltage requirements PCSD CLIENT Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Permitting & Utilities Monitor and participate in researching, submitting and securing approvals from all applicable agencies (e.g., environmental, regulatory, etc.) PCSD CLIENT Monitor and participate in applying for and securing new and/or replacement utility services: - Water PCSD CLIENT - Gas PCSD CLIENT Power/- Electricity PCSD CLIENT - Phone CLIENT PCSD Data/Wireless - Internet Service Provider CLIENT PCSD CONSTRUCTION PHASE Scope of Services August 29, 2023 Project: NAVIGATOR SCHOOLS Responsible Party Primary Supporting Administrative Attend regular construction team meetings PCSD CLIENT Review and edit contractor meeting minutes or submit notes to file as needed PCSD CLIENT Manage questions/issues raised by contractor and facilitate resolution PCSD CLIENT Bidding Review actual proposed General Conditions Manage the construction bid process and negotiation of GMP PCSD CLIENT Review overall proposed Schedule of Values PCSD Create a wish list for contingency and capital campaign efforts CLIENT PCSD Coordinate proposed change order process, including documentation requirements PCSD Budget & Schedule Tracking Prepare and maintain construction contract log PCSD Review, manage and negotiate Proposed Change Orders PCSD CLIENT Attend Change Order meetings with contractor and design team PCSD Provide timely responses to school-related RFI and Change Order questions as required required, CLIENT PCSD Track construction costs and identify variances from budgeted amounts, including exposures against construction contingencies PCSD Provide regular budget updates (hard and soft cost line items/budget/commitments/actual expenditures) PCSD Update cash flow projections as needed PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Review and approve all invoices related to Project project budget commitments and submit to CLIENT for payment PCSD Pay all Project invoices CLIENT Package and coordinate monthly draw request for funding PCSD Track contractor's schedule progress and flag items of concern for contractor's response PCSD Monitor and maintain overall Project schedule PCSD Quality Control Scope of Services August 29, 2023 Project: NAVIGATOR SCHOOLS Responsible Party Primary Supporting Monitor work of contractor to ensure compliance with design documents and quality of work (PCSD will also may rely on the opinion of 3rd parties such as architects and inspectors to confirm compliance) PCSD FF&E Assist in coordinating contractor's work with installation of FF&E PCSD CLIENT Assist in coordinating contractor's work with installation of other Client-provided work (telecom, security, A/V, etc.) PCSD CLIENT Utilities Facilitate coordination between utility companies and contractor regarding new services into Project PCSD CLIENT Coordinate between Client and utilities in establishing billing accounts CLIENT PCSD Substantial / Final Completion Facilitate final inspection approvals and issuance of Certificate of Occupancy PCSD Coordinate development of punch-list and contractor's completion thereof PCSD Facilitate turnover of Project from construction team to property management and/or school operations (including systems training) PCSD Manage contractor's assembly of closeout materials (including O&M information as required) PCSD - Ensure proper distribution or warranties and manuals to operations operational personnel CLIENT Coordinate receipt/distribution of as-built documents PCSD Review and confirm If GMP, review final construction costs, costs and if applicable, negotiate final construction cost GMP amount and appropriate distribution of Project savings. , if any PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Confirm receipt of lien waivers and other closeout documents required for contractor's final payment PCSD POST CONSTRUCTION PHASE Administrative Facilitate resolution to any construction/warranty issues raised during first six (6) weeks of occupancy PCSD Provide final archive to Client of all key Project documents. PCSD CLIENT Scope of Services August 29, 2023 Project: NAVIGATOR SCHOOLS Responsible Party Primary Supporting If Applicable, assist LEED consultant in submission of final certificate application to USGBC and distribution of certification upon receipt PCSD CLIENT Assist Client in preparing any financing/funding entity closeout requirements PCSD CLIENT EXCLUDED SERVICES: Each of the following services related to the Property, Buildings or Project shall be expressly excluded from the Services performed by PCSD pursuant to this Agreement (each an “Excluded Service” and collectively the “Excluded Services”): ♦Architectural, engineering or other design services or the conformance of any design or implementation with any applicable legal standards or requirements ♦General contracting ♦Legal service in relation to any legal practice area ♦Safety program design or enforcement ♦Accounting services ♦Investment advisory services ♦Municipal advisory services ♦Environmental consulting or assessment, related mitigation or monitoring ♦Quantity surveying or cost estimating ♦FF&E procurement, including the following items: ♦ Lunch tables ♦ Items that require approval by the Department of the State Architect, such as exterior canopies & awnings, unless otherwise specified ♦ School & office equipment or furnishings ♦Low voltage data beyond the coordination of installation on the Project, phone, PA system, clock, security, or card reader wiring/equipment/planning ♦Kitchen, food prep, and food serving equipment ♦Equipment needed to execute future maintenance ♦Any operational permits or fees required to operate a public charter school ♦Property management In accordance with this Agreement, PCSD may oversee the management and/or scheduling of third-party licensed professionals, contractors and vendors contracted with the Client in the course of rendering the services set forth in this Exhibit B. However, PCSD shall not have any formal control over or charge of and shall not be responsible for construction means, methods, techniques, sequences, or procedures, acts, omissions, or safety precautions and programs of any third-party professionals, contractors, or vendors. Furthermore, PCSD shall have no responsibility for i) design or for ensuring that such design or its implementation is in compliance with applicable laws and code; or ii) the discovery, presence, handling, removal, disposal of or exposure of persons to hazardous materials in any form at or around the Property. As such, PCSD shall not be named as a party to any action brought by Client in matters of design errors and omissions, construction defects, jobsite accidents, or any other event relating to or arising out of any contract between Client and any third-party professionals, contractors or vendors, or any of the above Excluded Services. PCSD shall be specifically indemnified by Client and by the general contractors, sub-contractors, architects and other design consultants contracted with by Client and working on the Project against actions brought against PCSD in relation to such contracts or Excluded Services, but excepting from each instance any Losses and Liabilities that are found by a court or forum of competent jurisdiction to have been caused by the sole gross negligence or willful misconduct of PCSD. Client shall cause its contracts with such third parties to contain a written indemnification of PCSD in form reasonably satisfactory to PCSD, as determined in its sole discretion. [END OF SCOPE OF SERVICES] EXHIBIT C INSURANCE Contractor Insurance Coverage

Planning Phase. Administration Establish protocols and procedures with Project leadership PCSD CLIENT Issue and maintain Project directory PCSD Create and maintain electronic files of Project documents, including contracts, agreements, reports and plans PCSD CLIENT Facilitate execution of Project-related documents PCSD CLIENT Support in presentations to Client’s governing board, as needed PCSD Original Budget and Financing Create full Project budget (excluding FF&E) PCSD Create FF&E Project budget CLIENT PCSD Prepare Project cash flow and update as needed PCSD Analyze potential financing structure and facilitate selection PCSD CLIENT Source potential lenders PCSD CLIENT Create, submit, coordinate requests for financing packages PCSD CLIENT Address potential lender needs (requests, due diligence) PCSD CLIENT Manage selection of funder and lender and negotiate terms PCSD CLIENT Manage application and filing of closing documents PCSD CLIENT Schedule Generate Project schedule and update as needed PCSD Identify key Client and Project milestones PCSD CLIENT Site Control Negotiate XXXx (if applicable) CLIENT Arrange for right of entry (if applicable) CLIENT PCSD Negotiate lease terms (if applicable) CLIENT Collect existing due diligence materials (ex. haz mat assessments, topo survey) PCSD CLIENT Coordinate transaction components (ex. ALTA, title) PCSD CLIENT Manage entitlements and variances PCSD CLIENT Manage easements and covenants PCSD CLIENT Confirm Client facilities requirements CLIENT LEED or other state requirements (such as CHPs) CLIENT PCSD Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting Team Assembly - A&E / Consultants / Preconstruction Contractor Manage RFP preparation, proposal review, interview, and selection process of various Client contracts and services Architect & Engineering (MEP, Structural, etc.) PCSD CLIENT General Contractor PCSD CLIENT Surveyor (ALTA, Topo, wall check, building plat, etc.) PCSD CLIENT Geotechnical Engineer PCSD CLIENT Environmental Consultant (Phase 1, Hazmat, etc) PCSD CLIENT Traffic Engineer PCSD LEED or CHPS Consultant PCSD Commissioning Agent PCSD 3rd Party Plan Review PCSD Permit Expeditor PCSD Materials Testing & Inspections PCSD 3rd Party Code Inspections PCSD Audio / Visual CLIENT Access Control / Security CLIENT Communication Cabling CLIENT Signage PCSD CLIENT Negotiate and finalize contract terms including fees PCSD CLIENT Coordinate any documentation needed by financing CLIENT PCSD Coordinate submittals to local state entities PCSD CLIENT DESIGN PHASE Administrative Facilitate design meetings, including setting agenda PCSD Review and edit A&E meeting minutes and submit notes to file as needed PCSD CLIENT Establish requirements for permit and bid package issuances PCSD Attend Project presentations to School and/or Charter School Board, as needed PCSD CLIENT Coordinate Client's relationship with neighbors (informational meetings, approval meetings, update meetings, newsletters) CLIENT PCSD Programming Prepare outline program of spaces (indoor and outdoor) CLIENT PCSD Verify LEED / CHPS / Sustainability strategy PCSD CLIENT Generate performance criteria / specifications for Client's technical systems: Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting information technology CLIENT PCSD access control / security CLIENT PCSD communications CLIENT PCSD audio-visual CLIENT PCSD Budget & Schedule Tracking Manage contractor cost estimating of design packages PCSD If required, manage value engineering effort to ensure costs are consistent with Client budget goals PCSD Provide regular budget updates (hard and soft cost line items budget/commitments/actual expenditures): PCSD Update cash flow projections PCSD Review and approve all invoices related to Project budget commitments PCSD Package and coordinate monthly draw request for funding PCSD Manage design team to ensure various design packages are issued in accordance with Project Schedule PCSD Monitor and maintain overall Project schedule PCSD Provide paid invoice check numbers and dates on a monthly basis to ensure accurate Project accounting CLIENT Provide timely and complete responses to school-related design questions in efforts to maintain the design schedule CLIENT PCSD Quality Control Provide design reviews/xxxxmark-ups of drawings and specifications at various stages of design PCSD CLIENT Draft and issue approval memo to proceed into next phase of design PCSD Issue updates to Program Document, as required CLIENT PCSD Oversee any LEED credit tracking and initial 'design submission' to any reviewing entities PCSD FF&E Prepare and update list of FF&E items to be purchased CLIENT Facilitate design coordination with FF&E requirements PCSD CLIENT Manage technical and design input on low voltage systems as required during Design to ensure accuracy in AE drawings and specifications. CLIENT Coordinate the installation of Client’s low voltage requirements PCSD CLIENT Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Permitting & Utilities Monitor and participate in researching, submitting and securing approvals from all applicable agencies (e.g., environmental, regulatory, etc.) PCSD CLIENT Monitor and participate in applying for and securing new and/or replacement utility services: Water PCSD CLIENT Gas PCSD CLIENT Power/Electricity PCSD CLIENT Phone CLIENT PCSD Data/Wireless CLIENT PCSD CONSTRUCTION PHASE Administrative Attend regular construction team meetings PCSD CLIENT Review and edit contractor meeting minutes or submit notes to file as needed PCSD CLIENT Manage questions/issues raised by contractor and facilitate resolution PCSD CLIENT Bidding Review actual proposed General Conditions PCSD Review overall proposed Schedule of Values PCSD Create a wish list for contingency and capital campaign efforts CLIENT PCSD Coordinate proposed change order process, including documentation requirements PCSD Budget & Schedule Tracking Prepare and maintain construction contract log PCSD Review, manage and negotiate Proposed Change Orders PCSD Attend Change Order meetings with contractor and design team PCSD Provide timely responses to school-related RFI and Change Order questions as required required, CLIENT PCSD Track construction costs and identify variances from budgeted amounts, including exposures against construction contingencies PCSD Provide regular budget updates (hard and soft cost line items/budget/commitments/actual expenditures) PCSD Update cash flow projections as needed PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Review and approve all invoices related to Project budget commitments and submit to CLIENT for payment PCSD Pay all Project invoices CLIENT Package and coordinate monthly draw request for funding PCSD Track contractor's schedule progress and flag items of concern for contractor's response PCSD Monitor and maintain overall Project schedule PCSD Quality Control Monitor work of contractor to ensure compliance with design documents and quality of work (PCSD will also rely on the opinion of 3rd parties such as architects and inspectors to confirm compliance) PCSD FF&E Assist in coordinating contractor's work with installation of FF&E PCSD CLIENT Assist in coordinating contractor's work with installation of other Client-provided work (telecom, security, A/V, etc.) PCSD CLIENT Utilities Facilitate coordination between utility companies and contractor regarding new services into Project PCSD CLIENT Coordinate between Client and utilities in establishing billing accounts CLIENT PCSD Substantial / Final Completion Facilitate final inspection approvals and issuance of Certificate of Occupancy PCSD Coordinate development of punch-list and contractor's completion thereof PCSD Facilitate turnover of Project from construction team to property management and/or school operations (including systems training) PCSD Manage contractor's assembly of closeout materials (including O&M information as required) PCSD Ensure distribution or warranties and manuals to operations personnel CLIENT Coordinate receipt/distribution of as-built documents PCSD Review and confirm final construction costs, and if applicable, negotiate final construction cost and appropriate distribution of Project savings. PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Confirm receipt of lien waivers and other closeout documents required for contractor's final payment PCSD

Planning Phase. Administration Establish protocols and procedures with Project leadership PCSD CLIENT Issue and maintain Project directory PCSD Create and maintain electronic files of Project documents, including contracts, agreements, reports and plans PCSD CLIENT Facilitate execution of Project-related documents PCSD CLIENT Support in presentations to Client’s governing board, as needed PCSD Original Budget and Financing Create full Project budget (excluding FF&E) PCSD Create FF&E Project budget CLIENT PCSD Prepare Project cash flow and update as needed PCSD Analyze potential financing structure and facilitate selection PCSD CLIENT Source potential lenders PCSD CLIENT Create, submit, coordinate requests for financing packages PCSD CLIENT Address potential lender needs (requests, due diligence) PCSD CLIENT Manage selection of funder and lender and negotiate terms PCSD CLIENT Manage application and filing of closing documents PCSD CLIENT Schedule Generate Project schedule and update as needed PCSD Identify key Client and Project milestones PCSD CLIENT Site Control Negotiate XXXx (if applicable) CLIENT Arrange for right of entry (if applicable) CLIENT PCSD Negotiate lease terms (if applicable) CLIENT Collect existing due diligence materials (ex. haz mat assessments, topo survey) PCSD CLIENT Coordinate transaction components (ex. ALTA, title) PCSD CLIENT Manage entitlements and variances PCSD CLIENT Manage easements and covenants PCSD CLIENT Confirm Client facilities requirements CLIENT LEED or other state requirements (such as CHPs) CLIENT PCSD Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting Team Assembly - A&E / Consultants / Preconstruction Contractor Manage RFP preparation, proposal review, interview, and selection process of various Client contracts and services Architect & Engineering (MEP, Structural, etc.) PCSD CLIENT General Contractor PCSD CLIENT Surveyor (ALTA, Topo, wall check, building plat, etc.) PCSD CLIENT Geotechnical Engineer PCSD CLIENT Environmental Consultant (Phase 1, Hazmat, etc) PCSD CLIENT Traffic Engineer PCSD LEED or CHPS Consultant PCSD Commissioning Agent PCSD 3rd Party Plan Review PCSD Permit Expeditor PCSD Materials Testing & Inspections PCSD 3rd Party Code Inspections PCSD Audio / Visual CLIENT Access Control / Security CLIENT Communication Cabling CLIENT Signage PCSD CLIENT Negotiate and finalize contract terms including fees PCSD CLIENT Coordinate any documentation needed by financing CLIENT PCSD Coordinate submittals to local state entities PCSD CLIENT DESIGN PHASE Administrative Facilitate design meetings, including setting agenda PCSD Review and edit A&E meeting minutes and submit notes to file as needed PCSD CLIENT Establish requirements for permit and bid package issuances PCSD Attend Project presentations to School and/or Charter School Board, as needed PCSD CLIENT Coordinate Client's relationship with neighbors (informational meetings, approval meetings, update meetings, newsletters) CLIENT PCSD Programming Prepare outline program of spaces (indoor and outdoor) CLIENT PCSD Verify LEED / CHPS / Sustainability strategy PCSD CLIENT Generate performance criteria / specifications for Client's technical systems: Scope of Services Project: Citizens of the World Los Angeles, 2707 Xxxxxxx Blvd Responsible Party Primary Supporting information technology CLIENT PCSD access control / security CLIENT PCSD communications CLIENT PCSD audio-visual CLIENT PCSD Budget & Schedule Tracking Manage contractor cost estimating of design packages PCSD If required, manage value engineering effort to ensure costs are consistent with Client budget goals PCSD Provide regular budget updates (hard and soft cost line items budget/commitments/actual expenditures): PCSD Update cash flow projections PCSD Review and approve all invoices related to Project budget commitments PCSD Package and coordinate monthly draw request for funding PCSD Manage design team to ensure various design packages are issued in accordance with Project Schedule PCSD Monitor and maintain overall Project schedule PCSD Provide paid invoice check numbers and dates on a monthly basis to ensure accurate Project accounting CLIENT Provide timely and complete responses to school-related design questions in efforts to maintain the design schedule CLIENT PCSD Quality Control Provide design reviews/xxxxmark-ups of drawings and specifications at various stages of design PCSD CLIENT Draft and issue approval memo to proceed into next phase of design PCSD Issue updates to Program Document, as required CLIENT PCSD Oversee any LEED credit tracking and initial 'design submission' to any reviewing entities PCSD FF&E Prepare and update list of FF&E items to be purchased CLIENT Facilitate design coordination with FF&E requirements PCSD CLIENT Manage technical and design input on low voltage systems as required during Design to ensure accuracy in AE drawings and specifications. CLIENT Coordinate the installation of Client’s low voltage requirements PCSD CLIENT Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Permitting & Utilities Monitor and participate in researching, submitting and securing approvals from all applicable agencies (e.g., environmental, regulatory, etc.) PCSD CLIENT Monitor and participate in applying for and securing new and/or replacement utility services: Water PCSD CLIENT Gas PCSD CLIENT Power/Electricity PCSD CLIENT Phone CLIENT PCSD Data/Wireless CLIENT PCSD CONSTRUCTION PHASE Administrative Attend regular construction team meetings PCSD CLIENT Review and edit contractor meeting minutes or submit notes to file as needed PCSD CLIENT Manage questions/issues raised by contractor and facilitate resolution PCSD CLIENT Bidding Review actual proposed General Conditions PCSD Review overall proposed Schedule of Values PCSD Create a wish list for contingency and capital campaign efforts CLIENT PCSD Coordinate proposed change order process, including documentation requirements PCSD Budget & Schedule Tracking Prepare and maintain construction contract log PCSD Review, manage and negotiate Proposed Change Orders PCSD Attend Change Order meetings with contractor and design team PCSD Provide timely responses to school-related RFI and Change Order questions as required CLIENT PCSD Track construction costs and identify variances from budgeted amounts, including exposures against construction contingencies PCSD Provide regular budget updates (hard and soft cost line items/budget/commitments/actual expenditures) PCSD Update cash flow projections as needed PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Review and approve all invoices related to Project budget commitments and submit to CLIENT for payment PCSD Pay all Project invoices CLIENT Package and coordinate monthly draw request for funding PCSD Track contractor's schedule progress and flag items of concern for contractor's response PCSD Monitor and maintain overall Project schedule PCSD Quality Control Monitor work of contractor to ensure compliance with design documents and quality of work (PCSD will also rely on the opinion of 3rd parties such as architects and inspectors to confirm compliance) PCSD FF&E Assist in coordinating contractor's work with installation of FF&E PCSD CLIENT Assist in coordinating contractor's work with installation of other Client-provided work (telecom, security, A/V, etc.) PCSD CLIENT Utilities Facilitate coordination between utility companies and contractor regarding new services into Project PCSD CLIENT Coordinate between Client and utilities in establishing billing accounts CLIENT PCSD Substantial / Final Completion Facilitate final inspection approvals and issuance of Certificate of Occupancy PCSD Coordinate development of punch-list and contractor's completion thereof PCSD Facilitate turnover of Project from construction team to property management and/or school operations (including systems training) PCSD Manage contractor's assembly of closeout materials (including O&M information as required) PCSD Ensure distribution or warranties and manuals to operations personnel CLIENT Coordinate receipt/distribution of as-built documents PCSD Review and confirm final construction costs, and if applicable, negotiate final construction cost and appropriate distribution of Project savings. PCSD Scope of Services Project: Citizens of the World Los Angeles, 0000 Xxxxxxx Xxxx Responsible Party Primary Supporting Confirm receipt of lien waivers and other closeout documents required for contractor's final payment PCSD