Agenda packet — Apple Valley City Council, February 11, 2025 (part 1 of 2)

APPLE VALLEY TOWN COUNCIL
AGENDA

Tuesday, February 11, 2025, 6:30 p.m.

Council Chamber

PLEASE SILENCE CELL PHONES UPON ENTERING THE CHAMBER
THIS MEETING IS BROADCAST LIVE AND VIEWABLE ON FRONTIER CHANNEL 29 OR CHARTER SPECTRUM CHANNEL 186 AND LIVE STREAMED ONLINE AT HTTPS://APPLEVALLEY.TV. THE TOWN OF APPLE VALLEY SUPPORTS PUBLIC COMMENTS FOR INDIVIDUALS NOT PHYSICALLY PRESENT AND WISHING TO MAKE PUBLIC COMMENTS.

PLEASE EMAIL YOUR COMMENT TO [email protected]. COMMENTS SHOULD BE SUBMITTED BY 12:00 P.M. ON THE MEETING DATE TO BE INCLUDED IN THE RECORD.

The meeting will occur in the Council Chamber located at 14955 Dale Evans Parkway in Apple Valley, California.

This is an agenda for the scheduled meeting of the Town of Apple Valley.

This agenda contains a brief description of each item of business to be considered at today’s meeting. In accordance with the Brown Act, this meeting agenda is posted at least 72 hours prior to the regularly scheduled meeting. The agenda, its supporting documents and all writings received by the Town Council related to these items are public records and available for review during regular business hours in the Town Clerk’s office in the Town Council Chamber. The agenda and its supporting documents, along with live and archived video of the meeting, can be viewed online at http://www.applevalley.org. However, the online agenda may not include all available supporting documents or the most current version of documents.

Materials related to an item on this agenda submitted to the Council after distribution of the agenda packet are available for public inspection in the Town Clerk’s Office at 14955 Dale Evans Parkway, Apple Valley, CA during normal business hours. Such documents are also available on the Town of Apple Valley website at www.applevalley.org subject to staff’s ability to post the documents before the meeting.

Items listed on the Consent Calendar are expected to be routine and non-controversial and, unless the Town Council directs that an item be held for further discussion, the entire Consent Calendar will be acted upon as the first item of business. If the Town Council directs that an item listed on the Consent Calendar be held for further discussion, the item will be addressed immediately after approval of the Consent Calendar.

In accordance with the Rules of Procedure, members of the public may address the Town Council on any item on the agenda and on any matter that is within the Town Council’s jurisdiction. To address the Town Council regarding an item, complete and submit the yellow card entitled Request to Speak.

Please indicate on the card whether you are speaking under Public Comments or on an item that is listed on the agenda and please list the item number.

No action or discussion shall be undertaken on any item not appearing on the posted agenda, except that members of the Town Council/Redevelopment Agency or its staff may briefly respond to statements made or questions posed by persons exercising their public testimony rights under Section 54954.3.

When called, approach the podium and if desired, please state your name before giving your presentation. Speakers may address the Town Council for up to three (3) minutes. Speakers are to address the Town Council as a whole through the Presiding Officer. Comments to individual Council Members and/or staff are not permitted.

Individuals, who demonstrate disruptive conduct during Town Council meetings that prevent the Town Council from conducting its meeting in an orderly manner, are guilty of a misdemeanor as stated in PC403, disrupting a public meeting and are subject to removal from the chamber or arrest.

The Town of Apple Valley recognizes its obligation to provide equal access to those individuals with disabilities. Please contact the Town Clerk’s Office at (760) 240-7000 two working days prior to the scheduled meeting for any requests for reasonable accommodations.

Pages

1. Call to Order

2. Opening Ceremonies

2.1 Invocation
Pastor Johnny Lewis from Grace Christian Community Church Apple Valley

2.2 Pledge of Allegiance

2.3 Presentations

3. Public Comments

4. Councilmember Committee/Commission/Community Participation 6 Councilmembers to make brief reports on their participation on committees, boards, and commissions on the Town’s behalf since the last meeting.

Councilmembers may also make brief reports on their community participation.

No formal action will be taken.

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5. Town Council Announcements

5.1 Suggested items for next Agenda

5.2 Time, Date & Place for Next Town Council Regular or Special Meeting A. Regular Meeting - February 25, 2025 - Council Chamber Regular Session at 6:30 p.m.

6. Town Council Consent Agenda
Recommended Motion:

To approve the Consent Calendar items numbered 6.1 - 6.9 as recommended.

6.1 APPROVAL OF MINUTES 8
That the Town Council approve the subject minutes as part of the consent agenda.

6.2 JANUARY 2025 COMMERCIAL WARRANTS AND WIRE TRANSFER

SCHEDULES
15 That the Town Council receive, ratify, and file the Commercial Warrants and Wire Transfer Schedules as presented.

6.3 JANUARY 2025 PAYROLL/BENEFITS WARRANTS SCHEDULE 31
That the Town Council receive, ratify and file the payroll/benefits warrants as presented.

6.4 APPROVE ADDENDUM NO. 1 TO YIJIA WANG, CPA FY 2024-25

PROFESSIONAL SERVICES AGREEMENT AND ADDITIONAL
APPROPRIATION OF $50,000
33 Approve Addendum No. 1 to Yijia Wang, CPA Professional Services Agreement for continued accounting and finance assistance and additional appropriation of $50,000.00 for fiscal year 2024-25.

6.5 AWARD OF PROFESSIONAL SERVICE AGREEMENT FOR

COMPREHENSIVE RATE STUDY AND DEVELOPMENT IMPACT FEE
STUDY
50 Award a Professional Services Agreement to Willdan Financial Services for the Comprehensive Rate Study and Development Impact Fee Study subject to “Approval as to Form” by the Town Attorney and “Approval as to Content” by the Town Manager.

6.6 AWARD RESIDENTIAL REHABILITATION LOAN CONTRACT 133
Award a contract to DC Construction LLC, for the Residential Rehabilitation Loan Program applicant C25-03, subject to “Approval as to Form” by the Town Attorney and “Approval as to Content” by the Town Manager.

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6.7 AWARD ROADWAY REPAIR 2025 PROJECT 142
That the Town Council:

Review and approve the bid documents for the Roadway Repair 2025-01 project;
A.

Award a contract to Onyx Paving Company, Inc., in the amount of $867,000.00 and a 10% contingency of $86,700.00, for a total amount not to exceed $953,700.00, for the Roadway Repair 2025-01 Project subject to “Approval as to Form” by the Town Attorney and “Approval as to Content” by the Town Manager.

6.8 ADOPT APPLE VALLEY SR 18 CORRIDOR ENHANCEMENT PLAN

PHASE II
150
Adopt the Apple Valley SR 18 Corridor Enhancement Plan Phase II.

6.9 APPROVE PURCHASE OF CENTRAL CONTROL IRRIGATION

SOFTWARE SYSTEM FOR THE APPLE VALLEY GOLF COURSE
152
That the Town Council approve and authorize the Town Manager or his designee to approve the price proposal and authorize a purchase order with Kern Turf Supply, Inc. for the purchase of a new Rainbird Central Control Irrigation Software System not to exceed $109,958.20, for the Apple Valley Golf Course.

7. Public Hearings

7.1 RESOLUTION 2025-01, TO RECORD DELINQUENT UTILITY FEES

AND COSTS AGAINST REAL PROPERTY LOCATED IN THE TOWN

OF APPLE VALLEY AND DIRECTING THAT SAID ASSESMENTS

CONSTITUTE A LIEN UPON SAID PROPERTIES
163
That the Town Council:

A. Open Public Hearing.

Adopt Resolution No. 2025-01, confirming delinquent utility fees and costs against real property located in the Town, and directing that said assessments constitute a lien upon said properties.

C. Close Public Hearing.

8. Business of the Council

8.1 SELECTION OF TOWN COUNCIL VOTING DELEGATE AND
ALTERNATE FOR THE 2025 REGIONAL CONFERENCE AND

GENERAL ASSEMBLY FOR THE SOUTHERN CALIFORNIA

ASSOCIATION OF GOVERNMENTS (SCAG)
206
Nominate one Council Member as voting delegate and one Council Member as voting alternate representing the Town of Apple Valley at the 2025 Regional Conference and General Assembly.

9. Reports, Requests and Communications

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10. Town Manager’s Comments & Legislative Update

11. Closed Session
Recommended Motion:

To Adjourn the regular meeting to move into Closed Session at TIME to discuss the following:

11.1 CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION 208 Pursuant to Paragraph (1) of Subdivision (D) of Government Code Section 54956.9 Case No.: Civds1600180 – Town of Apple Valley vs.

Apple Valley Ranchos Water Company Et Al.; and Town of Apple Valley vs. Apple Valley Ranchos Water Company, Et Al., Court of Appeal Case No. E078348.

12. Adjournment
Recommended Motion:

To adjourn the meeting of the Apple Valley Town Council at TIME.

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TOWN OF APPLE VALLEY

TOWN COUNCIL SERVING ON BOARDS, COMMITTEES & COMMISSIONS

CITIZEN ADVISORY COMMITTEES

HISTORICAL ADVISORY COMMITTEE (HAC)
Council Member Cusack
Meets every 2nd Tuesday of each month at 9:00 a.m.,
(location may vary)

SPECIAL ADVISORY COMMITTEES
DISASTER PREPAREDNESS*
Mayor - Chairman
Meets quarterly at 1:30 p.m., Town of Apple Valley
Conference Center - Development Services Building
14975 Dale Evans Parkway, Apple Valley.

TRAFFIC ADVISORY COMMITTEE (TAC)
Mayor Nassif
Meets as needed.

Town Council Chambers

TOWN PERSONNEL COMMITTEE
Mayor Nassif
Council Member Bishop
Meets as needed

PARK AND RECREATION ADVISORY COMMITTEE
Mayor Nassif
Mayor Pro-Tem Emick

AD HOC COMMITTEES

APPLE VALLEY ROAD AD HOC COMMITTEE
Mayor Nassif

VILLAGE MERCHANTS AD HOC COMMITTEE
Mayor Pro-Tem Emick

SINGLE-FAMILY RESIDENTIAL DESIGN CRITERIA

AD-HOC COMMITTEE
Council Member Bishop
Council Member Leon

AGENCY - BOARDS/COMMITTEES &

COMMISSIONS

CALIFORNIA JOINT POWERS INSURANCE

AUTHORITY (CJPIA)
Mayor Nassif – Director
Exec. Committee meets every 4th Wednesday of each
month at 7:00 p.m., La Palma, CA.

CAL CITIES/DESERT MOUNTAIN DIVISION (DMD)
Mayor Nassif- Voting Delegate
Council Member Bishop – Alternate
Meets as needed, rotating cities.

MOJAVE DESERT AIR QUALITY MANAGEMENT

DISTRICT (MDAQMD)
Council Member Leon-– Delegate
Mayor Pro-Tem Emick – Alternate
Meets every 4th Monday of each month at 10:00 a.m.,
14306 Park Avenue, Victorville

MOJAVE DESERT AND MOUNTAIN RECYCLING

AUTHORITY
Council Member Cusack – Delegate
Council Member Bishop – Alternate
Meets quarterly on the 2nd Thursday February, May,
August and November at 10:00 a.m.
at the Materials Recovery Facility, 17000 Abbey Lane,
Victorville

SAN BERNARDINO COUNTY TRANSPORTATION

AUTHORITY (SBCTA)
Council Member Bishop - Board Member
Council Member Cusack – Alternate
Meets 2
nd Wednesday of each month at 9:00 a.m.,
I10/I15 Corridor meets 2nd Thursday at 10:00 a.m.
1170 West 3rd St.

San Bernardino

SOLID WASTE ADVISORY TASK FORCE (SWAT)
Council Member Cusack – Committee Member
Julie Ryan - Alternate
Meets as needed on Wednesdays at 1:30 p.m.

Sam J. Racadio Library & Environmental Learning
Center Community Room 7863 Central Ave. Highland

VICTOR VALLEY ECONOMIC DEVELOPMENT

AUTHORITY (VVEDA)
(George Air Force Base Reuse Task Force)
Mayor Pro-Tem Emick – Commissioner
Council Member Bishop – Alternate
Meets as needed, SCLA

VICTOR VALLEY TRANSIT AUTHORITY (VVTA)
Mayor Pro-Tem Emick – Representative
Council Member Leon - Alternate
Meets every 3rd Monday of each month at 9:30 a.m.,
Victorville City Hall

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VICTOR VALLEY WASTEWATER RECLAMATION

AUTHORITY (VVWRA)
Mayor Nassif – Commissioner
Council Member Bishop – Alternate
Meets every 3rd Thursday at 7:30 a.m.

VVWRA Offices

GREATER HIGH DESERT CHAMBERS

GOVERNMENTAL RELATIONS COMMITTEE
Council Member Bishop – Representative
Council Member Cusack – Alternate
*These Boards, Committees and
Commissions require the Mayor to serve
as the representative.

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Town Council Agenda Report
Date: February 11, 2025
To: Honorable Mayor and Town Council
Subject: APPROVAL OF MINUTES

From: Douglas Robertson, Town Manager
Submitted by: La Vonda M-Pearson, Director of Government Services/Town Clerk Government Services Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
That the Town Council approve the subject minutes as part of the consent agenda.

SUMMARY:

A. Regular Meeting January 14, 2025.

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Apple Valley Town Council

MINUTES
January 14, 2025, 6:30 p.m.

Council Chamber
Members Present: Council Member Art Bishop
Council Member Larry Cusack
Council Member Kari Leon
Mayor Pro Tem Curt Emick
Mayor Scott Nassif
_____________________________________________________________________

1. Call to Order
Mayor Nassif called to order the regular session of the Apple Valley Town Council at 6:30 p.m.

2. Opening Ceremonies

2.1 Invocation
Pastor Fergeson, Calvary Chapel Apple Valley

2.2 Pledge of Allegiance
The Pledge of Allegiance was led by Mayor Pro Tem Emick.

2.3 Presentations
Regina Bell, Apple Valley Community Development Citizens Advisory Committee

3. Public Comments
Kerry Henard, Apple Valley, commented on his attendance at the meeting where Measure P was discussed. He spoke about the discussion surrounding the salary of the Town Manager and the need for total transparency within the Town.

Marcy Taylor, Apple Valley, invited the Town Council to the Peace March on January 20. She also spoke on the Habitat for Humanity Triplex and honoring President Carter. She discussed the influx of Walmart carts in front of her home

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Town Council Minutes January 14, 2025
2 and neighborhood and asked about the buffalo trading post sign and if it will be returning.

4. Councilmember Committee/Commission/Community Participation Councilmembers to make brief reports on their participation on committees, boards, and commissions on the Town’s behalf since the last meeting.

Councilmembers may also make brief reports on their community participation.

No formal action will be taken.

Council Member Bishop commented on committee meetings and events that he attended.

Council Member Leon commented on committee meetings and events that she attended.

Council Member Cusack commented on committee meetings and events that he attended.

Mayor Pro Tem Emick commented on committee meetings and events that he attended.

Mayor Nassif commented on committee meetings and events that he attended.

5. Town Council Announcements

5.1 Suggested items for next Agenda
Council Member Bishop commented on the tumbleweed issue on Apple Valley Road and Rincon Road and asked for an update on what can be done in the future. He also commented and asked for an update on the new wildland maps from the Office of the California State Fire Marshall that will change the state responsibility act and local fire maps. He stated that they could also have an impact on the building codes.

5.2 Time, Date & Place for Next Town Council Regular or Special Meeting A. Regular Meeting - January 28, 2025 - Council Chamber Regular Session at 6:30 p.m; however, due to a lack of a quorum, this meeting may be cancelled. Appropriate noticing will be made if this meeting is cancelled.

6. Town Council Consent Agenda
Council Member Cusack has a remote interest in specific warrants on tonight’s Commercial Warrants dealing with Apple Valley Communications or AVCOM Services for the Town of Apple Valley as the owner of these businesses.

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Town Council Minutes January 14, 2025
3 Therefore, he will be recusing from voting on the warrants for Apple Valley Communications and AVCOM Services listed under Agenda Item Number 6.2. In addition, due to his interest in these businesses, Council Member Cusack will be recusing from voting on specific warrants listed under Agenda Item Number 6.2 because these entities are considered sources of income to his businesses. A list of business entities for Council Member Cusack is maintained on file in the Town Clerk’s Office and available for review at the dais.

Council Member Cusack confirmed that he would be recusing from voting on these warrants.

Motion by: Council Member Bishop
Seconded by: Mayor Pro Tem Emick
To approve the Consent Calendar items numbered 6.1, 6.2, 6.3 and 6.5 as recommended, and that agenda items numbered 6.4 and 6.6 be pulled for discussion.

Carried

6.1 APPROVAL OF MINUTES
That the Town Council approve the subject minutes as part of the consent agenda.

6.2 DECEMBER 2024 COMMERCIAL WARRANTS AND WIRE TRANSFER

SCHEDULES
That the Town Council receive, ratify, and file the Commercial Warrants and Wire Transfer Schedules as presented.

6.3 DECEMBER 2024 PAYROLL/BENEFITS WARRANTS SCHEDULE
That the Town Council receive, ratify and file the payroll/benefits warrants as presented.

6.5 AWARD OF PROFESSIONAL SERVICES AGREEMENT FOR THE

SEWER SYSTEM MASTER PLAN UPDATE
Award a Professional Services Agreement to Carollo Engineers, Inc. for the Sewer System Master Plan Update subject to “Approval as to Form” by the Town Attorney and “Approval as to Content” by the Town Manager.

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Town Council Minutes January 14, 2025
4 Yes (5): Council Member Bishop, Council Member Cusack, Council Member Leon, Mayor Pro Tem Emick, and Mayor Nassif
Carried (5 to 0)

PULLED FROM AGENDA FOR DISCUSSION

6.4 APPROVE AMENDMENT TO PROFESSIONAL SERVICES

AGREEMENT FOR YUCCA LOMA ROAD RIGHT OF WAY SERVICES
Authorize Preparation and Execution of an Amendment to Bender Rosenthal, Inc.’s Professional Services Agreement for the Yucca Loma Road Widening Right of Way Services Project.

Council Member Bishop commented on the proposed project and the timeline. He also questioned the use of roundabouts.

Richard Pedersen, Town Engineer, answered questions and concerns of the Town Council.

Doug Robertson, Town Manager, also provided input on the proposed project.

Motion by: Council Member Bishop
Seconded by: Mayor Pro Tem Emick
Authorize Preparation and Execution of an Amendment to Bender Rosenthal, Inc.’s Professional Services Agreement for the Yucca Loma Road Widening Right of Way Services Project
Yes (5): Council Member Bishop, Council Member Cusack, Council Member Leon, Mayor Pro Tem Emick, and Mayor Nassif
Carried (5 to 0)

6.6 AWARD VILLAGE NORTH SIDEWALK IMPROVEMENT PROJECT
A. That the Town Council adopt the design of the project represented by the Plans and Specifications for the Village North Sidewalk Improvement Project No. 2024-03;
B. That the Town Council award a contract to KNC Construction, Inc. for the Village North Sidewalk Improvement Project in the amount of $1,884,882.69 and a 10% contingency of $188,488.27, for a total amount not to exceed $2,073,370.96.

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Town Council Minutes January 14, 2025
5 C. Approve a Budget Amendment allocating $587,011.96 in Measure I funds to cover construction and administration costs.

Council Member Bishop questioned the timeline for this project.

Richard Pedersen, Town Engineer, answered questions of the Town Council.

Doug Robertson, Town Manager, also provided input on the proposed project.

7. Public Hearings

8. Business of the Council

8.1 PRESENTATION OF THE DRAFT APPLE VALLEY SR 18 CORRIDOR

ENHANCEMENT PLAN PHASE II
Receive and file.

Rich Berger, presented the staff report as filed with the Town Clerk’s Office.

Michael Nilsson, KOA Corporation, presented a PowerPoint presentation on the next phase of the project.

Discussion ensued regarding the use of lobbyists for the advancement of projects.

This was a receive and file item only. There was no action taken.

9. Reports, Requests and Communications

10. Town Manager’s Comments & Legislative Update
Doug Robertson, Town Manager, commented on activities and upcoming events in the Town of Apple Valley

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Town Council Minutes January 14, 2025
6 11. Closed Session
Motion by: Council Member Bishop
Seconded by: Mayor Pro Tem Emick
To Adjourn to Closed Session at 7:52 p.m.

Unanimous

11.1 CLOSED SESSION

RECOMMENDED ACTION
A. CONFERENCE WITH LEGAL COUNSEL – PERSONNEL MATTERS
Personnel Matters – Government Code Section 54957(b)(2) / Public Employee Performance Evaluation. Title: Town Manager.

B. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Negotiations with Real Property Negotiator – Property: APNs 3087-391-01 and 3087-391-02; 22131 Powhatan Road, Apple Valley, CA 92308; Agency Negotiator: Town Manager, or designee; Negotiating Parties:

County of San Bernardino; Under Negotiation: Price and terms of payment.

12. Adjournment
Motion by: Mayor Pro Tem Emick
Seconded by: Council Member Bishop
To adjourn the meeting of the Apple Valley Town Council at 9:23 p.m. ________________________
Mayor, Scott Nassif
___________________________
Town Clerk, La Vonda M-Pearson

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Town Council Agenda Report
Date: February 11, 2025
To: Honorable Mayor and Town Council
Subject: JANUARY 2025 COMMERCIAL WARRANTS AND WIRE TRANSFER

SCHEDULES
From: Douglas Robertson, Town Manager
Submitted by: Adam Cripps, Interim Finance Manager
Finance Deparatment
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
That the Town Council receive, ratify, and file the Commercial Warrants and Wire Transfer Schedules as presented.

BACKGROUND
Pursuant to the Town’s Municipal Code the attached demands were presented by the departments, audited by the Finance Department, and subsequent warrants/wire transfers were issued. All were found to be in conformity with Town policies and procedures, and funds were budgeted or available to pay said demands. The list of commercial warrants and wire transfers is now being presented to the Council for approval.

SUMMARY
Commercial warrants were issued from January 1 through January 31, 2025, in the amount of $4,252,960.52 covering issued warrant #’s 172379 – 172721. Electronic Fund Transfers were issued January 1 through January 31, 2025, in the amount $1,327,796.60.

Also, wire transfers were made from January 1 through January 31, 2025, in the amount of $210,000.00.

The claims and/or demands covered by the attached list of warrants and electronic transfers were reviewed as to the accuracy and availability of funds for payment thereof and said claims and/or demands are accurate, and the funds were available for payment thereof.

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FISCAL IMPACT
343 Commercial Warrants were issued in the amount of $4,252,960.52 29 Electronic Fund Transfers were issued in the amount of $1,327,796.60 1 Wire Transfer payment was issued in the amount of $210,000.00

ATTACHMENTS
A. January Commercial Warrants
B. January Electronic Fund Transfers
C. January Wire Transfer Schedule

Page 16 of 208 ends

Check # Date Vendor Description Check Total
172379 01/09/2025 A & B HITCHES AND MUFFLERS Code Trailer Repair 653.93 172380 01/09/2025 ABF PRINTS, INC. REQUIRED MAILING 1,623.80 172381 01/09/2025 ALL PURPOSE DOCUMENT DESTRUCTION DESTRUCTION 19 BOXES 204.00 172382 01/09/2025 ALLIANT INSURANCE SERVICES INC Quarter 4 Special Events Insurance Oct-Dec. 2024 1,647.00 172383 01/09/2025 AMAZON CAPITAL SERVICES ELECTRONICS CLEANER 78.05 172384 01/09/2025 AMERICAN COMPUTER SERVICE NOTICE/POSTAGE 17,829.83 172385 01/09/2025 AMERICAN TREE COMPANY Ground Maintenance-Proposal #620 4,850.00 172386 01/09/2025 APPLE VALLEY ANIMAL HOSPITAL S/N Services 70.00 172387 01/09/2025 APPLE VALLEY CAR WASH NOVEMBER SERVICES 186.89 172388 01/09/2025 AVCOM SERVICES INC. ANSWERING SERVICE - DECEMBER 2,075.60 172389 01/09/2025 BEAR VALLEY ANIMAL HOSPITAL S/N Services 2,451.18 172390 01/09/2025 BECK OIL INC. Fuel 113.82
172391 01/09/2025 BENDER ROSENTHAL INC Yucca Loma ROW services 1,085.00 172392 01/09/2025 BENEFIT COORDINATORS CORPORATION DECEMBER PREMIUMS 5,742.40 172393 01/09/2025 BOOT BARN, INC. Boots- Burgos 166.38
172394 01/09/2025 BRIGHTVIEW LANDSCAPE SERVICES Extra Work L-11 - Replace Damaged Landscaping 20,647.86 172395 01/09/2025 BURRTEC WASTE IND, INC. Victor Valley Compost 55,885.65 172396 01/09/2025 CHARLES ABBOTT ASSOCIATES B & S Services September 2024 75,497.00 172397 01/09/2025 CHARTER COMMUNICATIONS SPECTRUM - TH - 12/17 TO 1/16 8,540.68 172398 01/09/2025 COUNTY OF SAN BERNARDINO County Recording 200.00 172399 01/09/2025 COUNTY OF SAN BERNARDINO Solid Waste 175,419.19 172400 01/09/2025 DATA TICKET INC Data Ticket 250.00
172401 01/09/2025 DOKKEN ENGINEERING Bear Valley Bridge project design services 2,165.02 172402 01/09/2025 EDISON COMPANY 10/09/24-11/06/24 44,021.79 172403 01/09/2025 FEDEX SHIPPING 253.09
172404 01/09/2025 FIDELITY SECURITY LIFE INS / DECEMBER PREMIUMS 898.82 172405 01/09/2025 FRONTIER COMMUNICATIONS FRONTIER - DECEMBER 3,487.66 172406 01/09/2025 GARDA CL WEST, INC JANUARY SERVICES 1,712.82 172407 01/09/2025 GT GOLF SUPPLY CO Resale Items 272.40 Town of Apple Valley
Commercial Warrants
Month of January 2025

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Check # Date Vendor Description Check Total
172408 01/09/2025 HAAKER EQUIPMENT CO Nitrogen Canisters 60.34 172409 01/09/2025 HDL SOFTWARE LLC OCTOBER SERVICES 378.58 172410 01/09/2025 HODGSON, CARRIE ANN DECEMBER SERVICES 768.75 172411 01/09/2025 KIMBALL MIDWEST Head lamp, glasses, and gloves 560.38 172412 01/09/2025 KIMLEY-HORN AND ASSOCIATES, INC. Pickleball Project 6,545.00 172413 01/09/2025 KONICA MINOLTA BUSINESS C4080 USAGE - DEC 52.06 172414 01/09/2025 KONICA MINOLTA PREMIER FINANCE C4080 BASE 916.96 172415 01/09/2025 LIBERTY UTILITIES CA 10/08/24-12/06/24 12,126.91 172416 01/09/2025 LOGICALIS CISCO PHONE SYSTEM FLEX LICENSES RENEWAL 12,807.99 172417 01/09/2025 MDG ASSOCIATES INC CDBG Admin 6,834.25 172418 01/09/2025 MERIDIAN URGENT CARE Physical and Vaccination visits-Past Due 1,142.00 172419 01/09/2025 MERRELL JOHNSON GEOTECHNICAL, INC Material Testing for YLES 552.00 172420 01/09/2025 MWI ANIMAL HEALTH Shelter Meds 5,263.80 172421 01/09/2025 MYONLINEBILL.COM DECEMBER SERVICES 2,495.80 172422 01/09/2025 NEW YORK LIFE DECEMBER PREMIUMS *REMITTER ID 988954670 445.97 172423 01/09/2025 TRASH REFUND TRASH REFUND 110.66
172424 01/09/2025 S/N REFUND S/N REFUND 40.00
172425 01/09/2025 TRASH REFUND TRASH REFUND 1,160.06
172426 01/09/2025 S/N REFUND S/N REFUND 40.00
172427 01/09/2025 S/N REFUND S/N REFUND 150.00
172428 01/09/2025 TRASH REFUND TRASH REFUND 124.49
172429 01/09/2025 S/N REFUND S/N REFUND 75.00
172430 01/09/2025 S/N REFUND S/N REFUND 40.00
172431 01/09/2025 S/N REFUND S/N REFUND 40.00
172432 01/09/2025 TRASH REFUND TRASH REFUND 76.23
172433 01/09/2025 TRASH REFUND TRASH REFUND 137.52
172434 01/09/2025 TRASH REFUND TRASH REFUND 103.79
172435 01/09/2025 S/N REFUND S/N REFUND 40.00
172436 01/09/2025 S/N REFUND S/N REFUND 75.00
172437 01/09/2025 TRASH REFUND TRASH REFUND 235.45
172438 01/09/2025 TRASH REFUND TRASH REFUND 512.30
172439 01/09/2025 TRASH REFUND TRASH REFUND 101.87
172440 01/09/2025 TRASH REFUND TRASH REFUND 5.23

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Check # Date Vendor Description Check Total
172441 01/09/2025 TRASH REFUND TRASH REFUND 51.04
172442 01/09/2025 TRASH REFUND TRASH REFUND 47.11
172443 01/09/2025 TRASH REFUND TRASH REFUND 69.24
172444 01/09/2025 TRASH REFUND TRASH REFUND 125.41
172445 01/09/2025 TRASH REFUND TRASH REFUND 55.56
172446 01/09/2025 TRASH REFUND TRASH REFUND 120.00
172447 01/09/2025 PRUDENTIAL OVERALL SUPPLY Uniform Service 236.70 172448 01/09/2025 QUINN COMPANY Performance inspection Serial #3006033522 3,192.20 172449 01/09/2025 SAN BERNARDINO COUNTY SHERIFF'S DEPARTMENT FY25 QTR1 GENERAL SERVICES 1,386,576.25 172450 01/09/2025 SAN BERNARDINO FIRE PROT. DIST Jan-Mar 2025 24,098.60 172451 01/09/2025 SOUTHWEST GAS CORPORATION 11/05/24-12/05/24 25,932.19 172452 01/09/2025 STERICYCLE REGULAR SERVICE OFF-SITE 165.66 172453 01/09/2025 STILES ANIMAL REMOVAL, INC. Disposal Services for January 2025 5,490.00 172454 01/09/2025 TEXAS LIFE INSURANCE CO. DECEMBER PREMIUMS 887.00 172455 01/09/2025 THE RDI CORPORATION SHELTER PRO DECEMBER 1,931.00 172456 01/09/2025 TOPS N BARRICADES, INC Purchase of temporary traffic control signs 1,633.60 172457 01/09/2025 TYLER TECHNOLOGIES INC EDN PO 2122-000049: PHOEBE 12/4 1,480.00 172458 01/09/2025 U.S. BANK CORP. PMT SYSTEM DECEMBER CALCARD 28,281.38 172459 01/09/2025 UNDERGROUND SERVICE ALERT OF SO. CALIFORNIA Dig Alert and monthly maintenance 466.95 172460 01/09/2025 V.V.W.R.A. FINAL SEWER PERMITS - DECEMBER 2024 24,330.80 172461 01/09/2025 VELOCITY TRUCK CENTERS Parts for Street Sweeper 1,697.44 172462 01/09/2025 VERIZON WIRELESS VERIZON CELL & TABLET - 12/24/24 TO 01/23/25 3,112.28 172463 01/09/2025 VOYAGER NOVEMBER FUEL PURCHASES 14,694.77 172464 01/09/2025 WPONCALL WEBSITE MAINTENANCE 300.00
172465 01/16/2025 ADVANTAGE COLORGRAPHICS "A Better Way to Play" Recreation Guide Brochure 11,096.96 172466 01/16/2025 ALL GOOD DRIVING SCHOOL, INC. Online Driver's Ed Instructor Pay 106.40 172467 01/16/2025 ALTEC TESTING & ENGINEERING 17299 Apple Valley Rd Demo 850.00 172468 01/16/2025 AMAZON CAPITAL SERVICES Office Supplies 1,988.63 172469 01/16/2025 APPLE VALLEY PORTABLES RT Bathrooms 2,300.04 172470 01/16/2025 APPLE VALLEY TIRE Truck 113 service 90.69

Page 19 of 208 ends

Check # Date Vendor Description Check Total
172471 01/16/2025 APPLE VALLEY UNIFIED SCHOOL DISTRICT Fines and Forfeitures October 2024 102.35 172472 01/16/2025 AVCOM SERVICES INC. Golf QTR Alarm Monitoring 405.00 172473 01/16/2025 AVID IDENTIFICATION SYSTEMS Microchips 1,346.88 172474 01/16/2025 BEAR VALLEY ANIMAL HOSPITAL Spay/Neuter Services 11,173.81 172475 01/16/2025 BENEFIT COORDINATORS CORPORATION December Premium 7,412.07 172476 01/16/2025 BEST PRICE AUTO GLASS Window Tinting Service 229.30 172477 01/16/2025 BIG SKY ELECTRIC, INC Generator Hook-up and controls 829.00 172478 01/16/2025 BOOT BARN, INC. Boots 352.33
172479 01/16/2025 BURRTEC WASTE INDUSTRIES, INC McConnel Park Project 59,744.28 172480 01/16/2025 CACEO CACEO MOD 1-HALL 1,610.00
172481 01/16/2025 CAPITAL ONE Resale 910.95
172482 01/16/2025 CAR WASH PARTNERS, LLC December wash services 488.00 172483 01/16/2025 CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC. Light Bulbs 734.65 172484 01/16/2025 CHARLES ABBOTT ASSOCIATES Engineering Services November 2024 264,118.00 172485 01/16/2025 CHARTER COMMUNICATIONS Spectrum - Golf - 12/14 to 1/13 369.41 172486 01/16/2025 CLINE, STEVEN CACEO - Cline 100.00
172487 01/16/2025 CLUB CADDIE HOLDINGS Club Caddie - January 750.00 172488 01/16/2025 DATA TICKET INC Data Ticket 250.00
172489 01/16/2025 DESERT VALLEY MEDICAL GROUP New Hire Physicals / Screening 677.00 172490 01/16/2025 DUNN EDWARDS CORPORATION Office Paint 196.36 172491 01/16/2025 EDISON COMPANY 11/07/24-12/08/24 56,650.76 172492 01/16/2025 EISENBREY JR, GUY Tuition Reimbursement 3,000.00 172493 01/16/2025 FAUST MEDIA SERVICES, LLC Business Cards 212.40 172494 01/16/2025 FISH WINDOW CLEANING Window Cleaning - Town Hall 955.00 172495 01/16/2025 FRANCHISE TAX BOARD 6/22 Penalty 45.89 172496 01/16/2025 FRONTIER COMMUNICATIONS Frontier - January 3,488.56 172497 01/16/2025 G.A. OSBORNE PIPE & SUPPLY Supplies 465.48 172498 01/16/2025 OSBORNE PIPE & SUPPLY/G.A.// Gardening tool for use at sewer lift stations 44.51 172499 01/16/2025 GARDA CL WEST, INC December Excess Charges 20.18 172500 01/16/2025 GEISEL, PATRICK Winter Yth basketball official 240.00 172501 01/16/2025 GEO-MONITOR INC. Horseman's Center 100.00 172502 01/16/2025 GEOTAB USA, INC. Fleet Management- December 1,023.67 172503 01/16/2025 GMS ELEVATOR SERVICES INC Singh Center Elevator 2,896.00

Page 20 of 208 ends

Check # Date Vendor Description Check Total
172504 01/16/2025 GOLDEN STATE WATER COMPANY 11/26/24-12/30/24 1,007.77 172505 01/16/2025 GT GOLF SUPPLY CO Resale 293.34
172506 01/16/2025 HASA INC. Pool Chemicals 2,171.17
172507 01/16/2025 HIGH DESERT LASER GRAPHICS PD Name Badge 41.33 172508 01/16/2025 HOME DEPOT CREDIT SEVICES Truck 118 Supplies 270.19 172509 01/16/2025 JOHNSON, RAFORD Winter Yth basketball official 137.50 172510 01/16/2025 KOA CORPORATION Eden PO 2223-000038 829.00 172511 01/16/2025 KONICA MINOLTA Konica Fleet New - Jan 4,559.69 172512 01/16/2025 LAW OFFICES OF KATHY M GANDARA Legal Services for investigation 5,720.56 172513 01/16/2025 LEAGUE OF CALIFORNIA CITIES Annual Membership 23,943.00 172514 01/16/2025 LIBERTY UTILITIES CA 10/19/24-12/18/24 25,892.77 172515 01/16/2025 LOWE'S (LAR) Supplies 454.11
172516 01/16/2025 MINISZEWSKI, TASHINA Tuition Reimbursement 728.35 172517 01/16/2025 MOJAVE DESERT & MOUNTAIN MRF Operations 17,685.00 172518 01/16/2025 MOJAVE DESERT AQMD Permit renewal - permit #E004843 840.24 172519 01/16/2025 MOJAVE PAINT & BODY PD Vehicle Repair 150.00 172520 01/16/2025 MOTOROLA SOLUTIONS, INC Animal Conrtol Equipment 188.94 172521 01/16/2025 MWI ANIMAL HEALTH Shelter Meds 182.59 172522 01/16/2025 O'REILLY AUTO PARTS Ranger Tail light 49.37 172523 01/16/2025 Rental Deposit Refund Rental Deposit Refund 250.00 172524 01/16/2025 S/N REFUND S/N REFUND 75.00
172525 01/16/2025 Refund for winter basketball Refund for winter basketball 56.00 172526 01/16/2025 REFUND ON CD-21-4249 REFUND ON CD-21-4249 188.80 172527 01/16/2025 REFUND CD-22-4709 REFUND CD-22-4709 163.47 172528 01/16/2025 REFUND CE-24-2382 REFUND CE-24-2382 105.00 172529 01/16/2025 Refund for winter basketball Refund for winter basketball 73.00 172530 01/16/2025 Michael Pearson Shipping - Return to R&R Products 25.58 172531 01/16/2025 Refund of FOG #23-4985 Payment Refund of FOG #23-4985 Payment 100.00 172532 01/16/2025 Refund for winter basketball Refund for winter basketball 73.00 172533 01/16/2025 NEM CASH OUT NEM CASH OUT 82.97
172534 01/16/2025 REFUND CD-23-0671 REFUND CD-23-0671 273.00 172535 01/16/2025 OUTWEST JERKY LLC RESALE 224.75
172536 01/16/2025 P&W GOLF SUPPLY LLC EQUIPMENT 4,112.86

Page 21 of 208 ends

Check # Date Vendor Description Check Total
172537 01/16/2025 PACIFIC PRODUCTS & SVC LLC Sign Posts 3,488.41 172538 01/16/2025 PARKER, AARON Winter Yth basketball official 405.00 172539 01/16/2025 PARS November Fees 546.61
172540 01/16/2025 PRESTIGE FLAG MFG. CO INC Flags 217.85 172541 01/16/2025 PRUDENTIAL OVERALL SUPPLY Uniforms 498.46 172542 01/16/2025 R&R PRODUCTS Small Tools 1,185.12
172543 01/16/2025 RALEIGH, HANNAH Tuition Reimbursement 1,137.00 172544 01/16/2025 RIGHT OF WAY, INC Promoiton Plaques 225.20 172545 01/16/2025 RIVERA EQUIPMENT Singh Center Plumbing Repairs 1,875.00 172546 01/16/2025 RM FENCING Golf Course - Instllation of new roll gate 825.00 172547 01/16/2025 RSG, INC FY 24-25 SA Services and CB Reconciliation 412.50 172548 01/16/2025 SAN BERNARDINO & RIVERSIDE Fire Protection Services 4,457.14 172549 01/16/2025 SCMAF Contract Class Insurance December 217.50 172550 01/16/2025 SHERWIN WILLIAMS Grafitti @ James Woody Shade Structures 135.50 172551 01/16/2025 SHERWIN WILLIAMS JW Paint & Traffic Paint Parkling Lots 881.36 172552 01/16/2025 SMART & FINAL ASAP Snacks 512.46
172553 01/16/2025 STATES AND DOOR AND HARDWARE INC Mendel Door Repairs 910.15 172554 01/16/2025 TABOR, KAYLEB Winter Yth basketball official 400.00 172555 01/16/2025 TAYLOR MADE GOLF COMPANY INC Department Supplies 1,687.50 172556 01/16/2025 TAYLOR, SHARI Baton Class Instructor Pay 120.15 172557 01/16/2025 TOWN OF APPLE VALLEY January Sewer 2,635.10 172558 01/16/2025 TYLER BUSINESS FORMS AP/Payroll Check Stock 451.04 172559 01/16/2025 TYLER TECHNOLOGIES INC EDEN PO 2122-000049 (KELLY 12/30 & 12/31) 2,960.00 172560 01/16/2025 VALLEY SECURITY SYSTEMS INC Monitoring Service 127.00 172561 01/16/2025 VARGAS, RICHARD Winter Yth basketball official 255.00 172562 01/16/2025 VOYAGER December Fuel Purchases 11,909.64 172563 01/16/2025 WAXIE SANITARY SUPPLY Supplies 1,481.67 172564 01/16/2025 WESTERN SYSTEMS, INC Alpha Battery Backup System 8,907.13 172565 01/16/2025 WINSUPPLY Truck 113 supplies 646.33
172566 01/16/2025 Z BRAYFIELD ELECTRIC Electrical for public works cubicles 8,900.00 172567 01/16/2025 ISAVE 529 Acevedo 1/03/2025 payroll 175.00 172568 01/16/2025 ISAVE 529 Acevedo 1/17/2025 payroll 175.00 172569 01/23/2025 A & B HITCHES AND MUFFLERS Code Trailer Repair 1,342.52

Page 22 of 208 ends

Check # Date Vendor Description Check Total
172570 01/23/2025 ABF PRINTS, INC. REQUIRED MAILING 5,312.77 172571 01/23/2025 AMERICAN COMPUTER SERVICE Statements / Postage 11,906.88 172572 01/23/2025 AMERICAN EXPRESS Linkage Fee 8-61002 129.00 172573 01/23/2025 AMERICAN FIDELITY ASSURANCE January Premiums 5,223.98 172574 01/23/2025 APPLE VALLEY COMMUNICATION INC Rec. Ctr and Paul's Office Troubleshoot & Resolve 97.50 172575 01/23/2025 APPLE VALLEY PORTABLES User Group Storm Tournament 1,420.03 172576 01/23/2025 APPLE VALLEY TIRE Flat repair Unit 80 35.00 172577 01/23/2025 BATTERY MART Truck 105 131.76
172578 01/23/2025 BECK OIL INC. Fuel 11.61
172579 01/23/2025 CACEO CACEO Webinar 54.00
172580 01/23/2025 CAL-STATE AUTO PARTS INC Fuel - DEF Fluid 171.17 172581 01/23/2025 CALIFORNIA DEPARTMENT OF TAX ELECTRICAL ENERGY TAX 10/1/24-12/31/24 15,655.00 172582 01/23/2025 CAPITAL ONE Teen Zone 48.44
172583 01/23/2025 CHARLES ABBOTT ASSOCIATES Engineering Services December 2024 119,440.00 172584 01/23/2025 EDISON COMPANY 12/09/24-01/08/25 39,005.23 172585 01/23/2025 ENVIROMINE, INC. TOAV SMARA Compliance & Reclamation Plan Review
341.25
172586 01/23/2025 FAUST MEDIA SERVICES, LLC Business Cards 212.40 172587 01/23/2025 FEDEX Shipping 16.77
172588 01/23/2025 FEED MY SHEEP Winco Groceries 2nd QTR 4,265.56 172589 01/23/2025 GREEN III, MACK C 01/18/2025 Youth Basketball Referee 125.00 172590 01/23/2025 HARVEY, GREGORY 01/18/2025 Youth Basketball Referee 185.00 172591 01/23/2025 HIGH DESERT JUNIOR GOLF ACADEMY Golf Lessons Instructor Pay 990.00 172592 01/23/2025 HIGH DESERT LASER GRAPHICS Name Badge 13.59 172593 01/23/2025 HOME DEPOT CREDIT SEVICES Soap & Hand Sanitizer for Lift Stations AD3-1 & 2 26.36 172594 01/23/2025 LIBERTY UTILITIES CA 11/05/24-01/23/25 26,746.29 172595 01/23/2025 LOS RANCHOS OFFICE January Rent- 20683 waalew rd #63 931.70 172596 01/23/2025 LOWE'S (LAR) Blacktop Elastic Crack Filler PW Yard 20.39 172597 01/23/2025 MOJAVE PAINT & BODY Vehicle Repair 1,493.45 172598 01/23/2025 NAPA Vehicle 93 140.06
172599 01/23/2025 NETFILE, INC. Annual Subscription 1,500.00 172600 01/23/2025 S/N REFUND S/N REFUND 150.00
172601 01/23/2025 Adan Arciniega Employee Reimb MOD 3 127.88

Page 23 of 208 ends

Check # Date Vendor Description Check Total
172602 01/23/2025 S/N REFUND S/N REFUND 40.00
172603 01/23/2025 S/N REFUND S/N REFUND 40.00
172604 01/23/2025 S/N REFUND S/N REFUND 75.00
172605 01/23/2025 Antony Animal Hospital S/N Voucher Program 75.00 172606 01/23/2025 TRASH REFUND TRASH REFUND 47.62
172607 01/23/2025 Refund for CE-23-5721 Refund for CE-23-5721 144.64 172608 01/23/2025 TRASH REFUND TRASH REFUND 320.66
172609 01/23/2025 Charles Blake Employee Reimb 97.20
172610 01/23/2025 TRASH REFUND TRASH REFUND 47.11
172611 01/23/2025 TRASH REFUND TRASH REFUND 37.85
172612 01/23/2025 TRASH REFUND TRASH REFUND 113.55
172613 01/23/2025 TRASH REFUND TRASH REFUND 25.48
172614 01/23/2025 TRASH REFUND TRASH REFUND 78.69
172615 01/23/2025 TRASH REFUND TRASH REFUND 53.72
172616 01/23/2025 S/N REFUND S/N REFUND 75.00
172617 01/23/2025 S/N REFUND S/N REFUND 75.00
172618 01/23/2025 S/N REFUND S/N REFUND 40.00
172619 01/23/2025 TRASH REFUND TRASH REFUND 83.82
172620 01/23/2025 S/N REFUND S/N REFUND 150.00
172621 01/23/2025 TRASH REFUND TRASH REFUND 312.20
172622 01/23/2025 S/N REFUND S/N REFUND 600.00
172623 01/23/2025 TRASH REFUND TRASH REFUND 37.85
172624 01/23/2025 TRASH REFUND TRASH REFUND 30.86
172625 01/23/2025 TRASH REFUND TRASH REFUND 4,580.52
172626 01/23/2025 TRASH REFUND TRASH REFUND 69.36
172627 01/23/2025 PARKER, AARON 01/18/2025 Youth Basketball Referee 215.00 172628 01/23/2025 PLUMBERS DEPOT INC. Sewer Hose 3,765.01 172629 01/23/2025 TRASH REFUND TRASH REFUND 65.93
172630 01/23/2025 TRASH REFUND TRASH REFUND 170.35
172631 01/23/2025 SOUTHWEST GAS CORPORATION 12/06/24-01/08/25 12,194.71 172632 01/23/2025 ST. FRANCIS ELECTRIC, LLC Traffic Signal Maint Response Billing - Dec 2024 3,684.02 172633 01/23/2025 SWRCB ACCOUNTING OFFICE Bear Valley Bridge project SWRCB annual permit fee 835.00

Page 24 of 208 ends

Check # Date Vendor Description Check Total
172634 01/23/2025 TABOR, KAYLEB 01/18/2025 Youth Basketball Referee 110.00 172635 01/23/2025 TERRYBERRY Service Award 1,137.12
172636 01/23/2025 TOWN OF APPLE VALLEY January Sewer 1,821.97 172637 01/23/2025 TOWN OF APPLE VALLEY Senior Scholarship Program - December 1,336.00 172638 01/23/2025 V.V.W.R.A. Sewage Treatment - December 2024 1,014,761.00 172639 01/23/2025 VARGAS, RICHARD 01/18/2025 Youth Basketball Referee 125.00 172640 01/23/2025 VELOCITY TRUCK CENTERS Vehicle 79 118.29 172641 01/23/2025 TRASH REFUND TRASH REFUND 208.87
172642 01/23/2025 TRASH REFUND TRASH REFUND 163.94
172643 01/23/2025 WPONCALL WEBSITE MAINTENANCE 300.00
172644 01/30/2025 ALBERTSONS LLC ASAP Snacks 27.70
172645 01/30/2025 AMAZON CAPITAL SERVICES Supplies 2,849.61 172646 01/30/2025 ANIMAL EMERGENCY CLINIC Medical Treatment 250.00 172647 01/30/2025 ANIMAL HEALTH & SANITARY SUP. Shelter cleaning supplies 1,311.30 172648 01/30/2025 APPLE VALLEY ANIMAL HOSPITAL S/N Services 145.00 172649 01/30/2025 APPLE VALLEY COMMUNICATION INC Annual Test & Inspection 1,547.50 172650 01/30/2025 APPLE VALLEY PORTABLES James Woody Porta Pot 1,050.00 172651 01/30/2025 APPLE VALLEY PRINTING Letterhead 265.06 172652 01/30/2025 APPLE VALLEY TIRE Maintenance - Vehicle 103 20.00 172653 01/30/2025 BATTERY MART Maintenance- Generator 38.53 172654 01/30/2025 BEAR VALLEY ANIMAL HOSPITAL S/N Services 18,502.80 172655 01/30/2025 CACEO CACEO Membership Yniguez 100.00 172656 01/30/2025 CALLAWAY GOLF SALES CO. Resale items 1,361.38 172657 01/30/2025 CARTER, HARLEY R Winter Yth basketball official 125.00 172658 01/30/2025 CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC. Golf Course Flood lights 2,402.29 172659 01/30/2025 CHARTER COMMUNICATIONS Spectrum - January 8,541.47 172660 01/30/2025 COUNTY OF SAN BERNARDINO Solid Waster 133,446.09 172661 01/30/2025 CYBRARY, INC. 6 USER LICENSES FOR CYBERSECURITY TRAINING

PLATFOR
5,119.20
172662 01/30/2025 DOKKEN ENGINEERING Bear Valley Bridge project design services 3,626.48 172663 01/30/2025 DRUCKENMILLER ROOFING Roof Repairs 1,450.00 172664 01/30/2025 EDISON COMPANY 12/01/24-12/31/24 19,356.06 172665 01/30/2025 EDISON COMPANY INV DATE 8/1/24-1/1/25 NON-ENERGY BILLING 7,724.10

Page 25 of 208 ends

Check # Date Vendor Description Check Total
172666 01/30/2025 EQUIPMENTSHARE.COM INC Lift Rental 1,500.49 172667 01/30/2025 FAUST MEDIA SERVICES, LLC Business Cards 255.50 172668 01/30/2025 FINANCIAL CREDIT NETWORK INC Collections 61.63 172669 01/30/2025 G.A. OSBORNE PIPE & SUPPLY Horsemen's Pump 1,213.60 172670 01/30/2025 GEISEL, PATRICK Winter Yth basketball official 250.00 172671 01/30/2025 GRAINGER, INC. Respirator Storage Bag with Zipper, PVC 34.73 172672 01/30/2025 GREEN III, MACK C Winter Yth basketball official 125.00 172673 01/30/2025 GREINES, MARTIN, STEIN & RICHLAND LLP TOAV V. Ranchos 6,450.50 172674 01/30/2025 HESPERIA OUTDOOR POWER EQUIP Blower 261.32 172675 01/30/2025 HIGH DESERT LASER GRAPHICS Name Badge 13.59 172676 01/30/2025 HOME DEPOT CREDIT SEVICES On call shop lights 373.63 172677 01/30/2025 IMPERIAL SPRINKLER SUPPLY Supplies 1,307.09 172678 01/30/2025 JI VEL RELIEF SERVICES VETERINARY CORPORATION Vet services contract 3,200.00 172679 01/30/2025 JOSHUA GLICKLER Commercial Driver License - DMV Testing 98.00 172680 01/30/2025 KERN TURF SUPPLY INC. Sprinkler Repair joints 184.90 172681 01/30/2025 KIMBALL MIDWEST Small tools and PPE 1,554.44 172682 01/30/2025 KIMLEY-HORN AND ASSOCIATES, INC. Pickleball Project 1,870.00 172683 01/30/2025 KOA CORPORATION EDEN PO 2223-000038 1,306.43 172684 01/30/2025 KONICA MINOLTA PREMIER FINANCE KONICA - C4080 BASE - 1/13 -2/12 916.96 172685 01/30/2025 KTUA Town Wide Complete Streets Action Plan (SS4A) 36,990.17 172686 01/30/2025 LEAGUE OF CALIFORNIA CITIES 2025 Membership Dues DMD 600.00 172687 01/30/2025 LIBERTY UTILITIES CA 11/09/24-01/10/25 23,318.18 172688 01/30/2025 LOS RANCHOS OFFICE 20683 Waalew Rd #63- February Rent 931.70 172689 01/30/2025 LOWE'S (LAR) Supplies 1,108.28
172690 01/30/2025 MDG ASSOCIATES INC CDBG Admin-Dec 9,247.13 172691 01/30/2025 MERRELL JOHNSON GEOTECHNICAL, INC BEAR VALLEY INSTERSECTION REHAB 2,316.00 172692 01/30/2025 MOJAVE BASIN AREA WATERMASTER 1st Quarter Water Production Report - Wells 387.66 172693 01/30/2025 MORGAN, V. BRETT Food for WW & SMD staff @ sewer blockage

12.15.24 62.43
172694 01/30/2025 MWI ANIMAL HEALTH Shelter Meds 2,477.03 172695 01/30/2025 NAPA Vehicle Maintenance 97.07
172696 01/30/2025 NASSIF, SCOTT Taxi from airport to hotel 48.00

Page 26 of 208 ends

Check # Date Vendor Description Check Total
172697 01/30/2025 O'REILLY AUTO PARTS Truck 118 wiper blades 58.19 172698 01/30/2025 S/N REFUND S/N REFUND 75.00
172699 01/30/2025 S/N REFUND S/N REFUND 40.00
172700 01/30/2025 OPTIMIST CLUB OF APPLE VALLEY Sponsorship for Flags 1,000.00 172701 01/30/2025 PARKER, AARON Winter Yth basketball official 215.00 172702 01/30/2025 PNC EQUIPMENT FINANCE Leased Equipment 4,601.59 172703 01/30/2025 PRECISION LOCK & SAFE Repair of Key box and purchase of key tags 63.20 172704 01/30/2025 PRUDENTIAL OVERALL SUPPLY Uniforms 1,399.24 172705 01/30/2025 PUKKA LLC Resale Hats & Beanie's 1,769.04 172706 01/30/2025 QUADIENT LEASING USA, INC. LEASE #N24042178 02/20/25-05/19/25 768.64 172707 01/30/2025 R&R PRODUCTS Putting Cups 525.61
172708 01/30/2025 RONQUILLO, ROBIN Physical for DOT exam 40.00 172709 01/30/2025 SALES & DISTRIBUTION SERVICES Aquaphlat 2,339.70 172710 01/30/2025 SMART & FINAL ASAP 412.04
172711 01/30/2025 SOUTHWEST GAS CORPORATION 12/07/24-01/09/25 20,542.66 172712 01/30/2025 STATES AND DOOR AND HARDWARE INC Mendel Restroom Repairs 553.35 172713 01/30/2025 SUMMIT SAFETY LLC Cold weather Hi-Viz jackets 736.17 172714 01/30/2025 SUN BADGE CO ACO Badge Holders 312.81 172715 01/30/2025 TERRYBERRY Service Award 1,512.53
172716 01/30/2025 TOWN OF APPLE VALLEY January Trash and Sewer 273.56 172717 01/30/2025 TURF STAR INC. Overdue Charge 1,790.73 172718 01/30/2025 USPS Permit 83 Bulk mail 19,000.00
172719 01/30/2025 VERDE DESIGN, INC EDEN PO 2324-000009 1,757.00 172720 01/30/2025 WAXIE SANITARY SUPPLY Supplies 5,568.49 172721 01/30/2025 WITHERS, KANISHA Employee Reimbursement 9/12/24-1/16/25 143.85 343 Checks Total amount of checks: 4,252,960.52

Page 27 of 208 ends

Check # Date Vendor Description Check Total
588 12/05/2024 BATTISTA, RICHARD Graffiti Removal 2,147.40 589 12/05/2024 BIG APPLE AUTO VEHICLE REPAIR 21,940.02
590 12/05/2024 BURRTEC WASTE INDUSTRIES INC AC AM AR CC 879,310.07 591 12/05/2024 FEHR & PEERS Circulation Element Update 12,955.00 592 12/05/2024 INLAND FAIR HOUSING & CDBG Housing Services- November 1,315.64 593 12/05/2024 INTERWEST CONSULTING GROUP INC DP2022-014/ GPA Inland 9,704.25 594 12/05/2024 ODP BUSINESS SOLUTIONS, LLC 2025 Desk Calendars 107.33 595 12/05/2024 QUADIENT FINANCE USA, INC POSTAGE 1,000.00 596 12/05/2024 VULCAN MATERIALS Cold Mix 985.28
597 12/05/2024 CARROLL, MARY ANNE Yoga Fit Class Instructor Pay 237.60 598 12/05/2024 CONLEY, HEATHER MILEAGE REIMBURSEMENT 104.52 599 12/05/2024 DEAN HOWARD HEAT & AIR INC. HVAC Duct Insall 645.00 600 12/05/2024 MOJAVE PRINTING SOLUTIONS Tom Lackey Town Hall Signage 698.24 601 12/05/2024 MURO, MARIA Zumba Instructor Pay 473.99
602 12/05/2024 MYERS, MELANIE Acting Class Instructor Pay 1,176.00 603 12/05/2024 ODP BUSINESS SOLUTIONS, LLC DSB Workroom office supplies 134.42 604 12/05/2024 RICHLING, HAILEY Tap & Ballet Instructor Pay 410.55 605 12/05/2024 URMSTON, CHRIS Tai Chi 282.30
606 12/05/2024 VETERAN SECURITY INC SECURITY @ SINGH CENTER 12/15-12/20 2,805.00 607 12/05/2024 VULCAN MATERIALS Cold Mix 1,554.67
608 12/12/2024 BATTISTA, RICHARD Graffiti Removal 1,050.00 609 12/12/2024 CENTRAL MARKET TIF CREDITFOR IMPROVEMENTS 22520 BEAR

VALLEY RD
174,315.08
610 12/12/2024 INTERWEST CONSULTING GROUP INC SPR2022-005/ 1M 15,432.75 611 12/12/2024 ODP BUSINESS SOLUTIONS, LLC OFFICE SUPPLIES 180.43 612 12/12/2024 SOUTHERN CALIFORNIA EDISON 02/01/24-02/29/24 POWER VA SALES 193,906.24 613 12/12/2024 VULCAN MATERIALS Cold Mix 2,583.52
614 12/12/2024 TYPE-SET-GO 100 Mile Swim T-Shirts 259.68 Town of Apple Valley
Commercial Warrants
Month of January 2025
Electronic Fund Transfers

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Check # Date Vendor Description Check Total
615 12/12/2024 VULCAN MATERIALS Cold Mix 1,683.26
616 12/12/2024 WREGIS Retired 398.36
29 EFT'S Total amount of EFT's: $1,327,796.60

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Wire Reference Date Beneficiary Name Description Wire Total REF004362 1/23/2025 JPMCHASE NYC Security Deposit Release - AVCE $ 210,000.00

TOWN OF APPLE VALLEY

WIRE TRANSFERS
MONTH OFJANUARY 2025

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Town Council Agenda Report
Date: February 11, 2025
To: Honorable Mayor and Town Council
Subject: JANUARY 2025 PAYROLL/BENEFITS WARRANTS SCHEDULE From: Douglas Robertson, Town Manager
Submitted by: Adam Cripps, Interim Finance Manager
Finance Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
That the Town Council receive, ratify and file the payroll/benefits warrants as presented.

BACKGROUND
Per Section 3.16.040 through 3.18.030 of the Town of Apple Valley Municipal Code, except for tort claims, every claim and demand received against the Town shall be presented to, approved in writing by the receiving department or office, certified to the delivery or rendition of the supplies, materials, property or service for which payment is claimed, and that the quality and prices correspond with the original specifications and contracts.

SUMMARY
The Payroll / Benefits warrants issued from January 1 through January 31, 2025, in the amount of $1,525,744.59 net of voids, covering issued warrant #s 70000-70043* & 72000-72051 and direct deposit advice #s 1000000-1000669 are herewith submitted for approval.

Pursuant to the Town’s Municipal Code, the register of demands shall be presented to the Town Council at the next regular meeting thereof after preparation. The Town Council may approve, conditionally or partially approve or reject such register of demands and in connection therewith consider the recommendations of the Town Manager and Director of Finance. Further, the State Government Code provides that Staff may process and pay prior to ratification by the Town Council, demands properly made in the ordinary course of business, the just obligations of the Town, such as routine salaries and wages, and other like expenditures for which there is an express budget appropriation, and in connection with which there is no dispute as to the obligation and amount being payable.

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FISCAL IMPACT

DATE TOTAL
01/03/2025 $494,198.40
01/17/2025 $593,526.58
01/31/2025 $438,019.61
TOTAL: $1,525,744.59
The payroll and benefit warrants issued, covering warrant #s 70000-70043* & 72000- 72051 and direct deposit advice #s 1000000 – 1000669 inclusive, totaled $1,525,744.59.

Sufficient funding is appropriated and available in such amounts necessary to cover the demands included herein.
*Check’s 70000-70043 were issued during the first payroll in the new ERP software. After the first payroll, there was an internal check number reset to start at 72000.

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Town Council Agenda Report
Date: February 11, 2025
To: Honorable Mayor and Town Council
Subject: APPROVE ADDENDUM NO. 1 TO YIJIA WANG, CPA FY 2024-25

PROFESSIONAL SERVICES AGREEMENT AND ADDITIONAL
APPROPRIATION OF $50,000
From: Douglas Robertson, Town Manager
Submitted by: Adam Cripps, Interim Finance Manager
Finance Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
Approve Addendum No. 1 to Yijia Wang, CPA Professional Services Agreement for continued accounting and finance assistance and additional appropriation of $50,000.00 for fiscal year 2024-25.

BACKGROUND
On August 19, 2024, the Town Manager awarded a Professional Services Agreement to Yijia Wang, CPA to provide accounting and financial support services for the purposes of assisting in the Town’s annual financial audit as well as various stand-alone financial statements, required reports, and other agreed-upon procedures. The award was for a not to exceed amount of $30,000 per fiscal year.

ANALYSIS
During the current fiscal year, critical issues arose concerning the audit and implementation of a new accounting and financial reporting system, along with staff shortages of key professional personnel. Additional in-depth analysis for specific items/areas was required and this has resulted in the invoice totals nearing the contract’s not to exceed amount. Within a short span of time, the Town’s Finance Department will need to complete FY 2022-23 and FY 2023-24 audits and financial statements which require a professional level of analysis.

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FISCAL IMPACT
The initial contract, not to exceed $30,000 is included in FY 2024-25 budget. As of January 16, 2025, total expenditure under this contract is $27,635. Additional appropriation of $50,000 is requested in account 10011501-720010.

ATTACHMENTS
A. FY 2024-25 Professional Services Agreement with Yijia Wang, CPA.

B. Addendum No. 1 to Yijia Wang, CPA Professional Services Agreement.

C. Budget amendment

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Addendum No. 1
Professional Services Agreement
Town of Apple Valley and RTDA
ADDENDUM No. 1
TO YIJIA WANG, CPA FY 2024-25 PROFESSIONAL SERVICES AGREEMENT This Addendum is issued on February 11, 2025, to the professional services agreement (initial agreement) dated August 19, 2024, between the Town of Apple Valley and Yijia Wang, CPA. The revisions declared herein are essential parts of the initial agreement. Each party shall acknowledge receipt of this Addendum by signing below.

Section 3.3.1, Compensation, of the initial agreement hereby amended as follows:

3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth herein this agreement by reference. The total compensation shall not exceed EIGHTY THOUSAND DOLLARS, ($80,000), at the rate of $100 per hour, with written approval of Town’s Council. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

All other sections of the initial agreement remain the same.

TOWN OF APPLE VALLEY YIJIA WANG
By: ________________________ Date: 02/11/2025 By: __________________ Date: 02/11/2025 Adam Cripps Yijia Wang, CPA
Interim Finance Manager Sole Proprietor
APPROVED AS TO CONTENT:
________________________________
Douglas B. Robertson, Town Manager

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TOWN OF APPLE VALLEY

BUDGET AMENDMENT/TRANSFER REQUEST

PURPOSE

FROM ACCOUNT (DECREASE)
Org Object Amount Available After

TOTAL -

TO ACCOUNT (INCREASE)
Org Object Amount Available After
10011501 720010 50,000
TOTAL 50,000
Transfer Reference Check 50,000
Note: Budget Transfers must have a net total of "$0.00" Date Date
Date Entered by Date

ADDITIONAL APPROPRIATION TO CONTRACT SERVICES FOR YIJIA WANG

FINANCE CONTRACT SERVICES
Account Description
Requesting Department Prepared By Date Prepared
Finance Adam Cripps February 11, 2025
Account Description
Town Manager
Department Director Finance Mgr. / Dir.of Finance

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Town Council Agenda Report
Date: February 11, 2025
To: Honorable Mayor and Town Council
Subject: AWARD OF PROFESSIONAL SERVICE AGREEMENT FOR

COMPREHENSIVE RATE STUDY AND DEVELOPMENT IMPACT FEE
STUDY

From: Douglas Robertson, Town Manager
Submitted by: Adam Cripps, Interim Finance Manager
Finance Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
Award a Professional Services Agreement to Willdan Financial Services for the Comprehensive Rate Study and Development Impact Fee Study subject to “Approval as to Form” by the Town Attorney and “Approval as to Content” by the Town Manager.

BACKGROUND
The Town’s last comprehensive fee study was in 2005, and staff believe the Town will benefit from a new study to identify and implement adequate fees for services provide by the Town. Currently the Town updates its fees annually based on the change in the Consumer Price Index (CPI) from one year to the next. This project will analyze two important items, the Town's User Fee's as well as the Town's Development Impact Fee's.

The user fee study is needed to ensure the Town is adhering to key legal and policy issues. This adherence includes Proposition 26 which generally states that a fee may not exceed the reasonable costs of providing the service or performing the activity. This User study fee will identify costs and set fees that do not exceed the costs of service as well as re-align fees to count for cost increases, such as central services overhead, department overhead, and personnel costs.

The development impact fee study is needed to ensure the Town is justified in its fee schedules pursuant to State law. This study will specifically consider and follow restrictions set forth in the California Mitigation Fee Act, Proposition 13 and Proposition 218. The study will provide an analysis or estimated existing development and future growth, identify facility standards, determine facilities required to serve new development and their costs.

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At the end of the study the Town will have an updated fee schedule that is aligned with localized cost recovery policies. Town staff will receive training for user-friendly Excelbased models built for the Town’s specific needs, using the Town’s budget as a gauge.

The model provided will give Town staff the control to make real time adjustments and updates and allow staff to run “what-if” scenarios to address possible changes in staffing levels, working hours, etc.

ANALYSIS
On November 25, 2024, Finance staff issued a Request for Proposals seeking a qualified consultant to perform a Comprehensive Rate Study and Development Impact Fee Study.

The Town received three proposals. Upon receipt, the proposals were reviewed and scored by a selection panel using the following criteria:
 Understanding of the work to be done
 Experience with similar kinds of work
 Quality of staff for work to be done
 Quality and Completeness of proposal
The team reviewed the proposals on January 27, 2025, and Willdan Financial Services was unanimously selected for the following reasons:
 Displayed a clear understanding of the need for a complex project based given the time elapsed since the Town's last fee study.
 Understood the project scope and provided an in-depth explanation of how they will perform the work within the specified timeline
 Retains a great deal of experience specific to the Town's needs.

With a consultant selected, staff reviewed their cost proposal. Willdan's Financial Services has set a not to exceed amount of $111,775.00.

For these reasons, staff recommend that Willdan Financial Services be awarded a Professional Services Agreement for the Comprehensive User and Development Impact Fee Study.

FISCAL IMPACT
The proposed Comprehensive Rate Study and Development Impact Fee Study has a not to exceed fee of $111,775.00, which is not in the FY 2024-2025 budget. An additional appropriation of $111,775.00 is requested in account 10011501-720010, Finance Contract Services.

ATTACHMENTS
A. Willdan Finacial Services Proposal
B. Willdan Financial Services Proposed Scope of Services C. Willdan Financial Services Cost Proposal
D. Professional Services Agreement
E. Budget Amendment

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TOWN OF APPLE VALLEY

PROFESSIONAL SERVICES AGREEMENT

1. PARTIES AND DATE.

This Agreement is made and entered into this 28th day of January, 2025, by and between the Town of Apple Valley, a municipal corporation organized under the laws of the State of California with its principal place of business at 14955 Dale Evans Parkway, Apple Valley, California 92307 (“Town”) and Willdan Financial Services, a Financial Services Consulting company, with its principal place of business at 27368 Via Industria, Suite 200, Temecula, CA 92590 ("Consultant"). Town and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."

2. RECITALS.

2.1 Consultant.

Consultant desires to perform and assume responsibility for the provision of certain professional services required by the Town on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing Comprehensive User Fee Study and Development Impact Fee Study services to public clients, is licensed in the State of California, and is familiar with the plans of Town.

2.2 Project.

Town desires to engage Consultant to render such professional services for the Comprehensive User Fee Study and Development Impact Fee Study project ("Project") as set forth in this Agreement.

3. TERMS.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the Town all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional Cost allocation plan consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.

3.1.2 Term. The term of this Agreement shall be from February 11, 2025 to August 18, 2025, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Services.

3.2 Fees and Payments

3.2.1 Compensation. Consultant shall receive compensation, including

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authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed one hundred and eleven thousand, seven hundred and seventy-seven dollars ($111,775.00) without written approval of the Town Council or Town Manager as applicable.

Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.2.2 Payment of Compensation. Consultant shall submit to Town a monthly invoice which indicates work completed and hours of Services rendered by Consultant. The invoice shall describe the amount of Services provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the invoice.

Town shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges. If the Town disputes any of Consultant's fees, the Town shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the Town for any reason whatsoever.

3.2.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by Town, or included in Exhibit "C" of this Agreement.

3.2.4 Extra Work. At any time during the term of this Agreement, Town may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by Town to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.

Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the Town.

3.2.5 Rate Increases. In the event that this Agreement is renewed pursuant to Section 3.1.2, the rate set forth in Exhibit “C” may be adjusted each year at the time of renewal as set forth in Exhibit “C.”

3.3 Responsibilities of Consultant.

3.3.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. Town retains Consultant on an independent contractor basis and not as an employee. Any personnel performing the Services on behalf of Consultant shall not be employees of Town and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.

3.3.2 Schedule of Services. Consultant shall perform the Services in a prompt and timely manner and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon

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request of Town, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.3.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of Town.

3.3.4 Substitution of Key Personnel. Consultant has represented to Town that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of Town. In the event that Town and Consultant cannot agree as to the substitution of key personnel, Town shall be entitled to terminate this Agreement for cause. The key personnel for performance of this Agreement are as follows: Chris Fisher, Vice President/Director; Tony Thrasher, Principal Consultant.

3.3.5 Town's Representative. The Town hereby designates Doug Robertson, Town Manager/Interim Finance Director, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("Town's Representative"). Town's Representative shall have the power to act on behalf of the Town for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Services or change the total compensation due to Consultant under this Agreement.

The Town Manager shall be authorized to act on Town's behalf and to execute all necessary documents which enlarge the Scope of Services or change the Consultant's total compensation subject to the provisions contained in Section 3.2 of this Agreement. Consultant shall not accept direction or orders from any person other than the Town Manager, Town's Representative or his/her designee.

3.3.6 Consultant's Representative. Consultant hereby designates Chris Fisher, Vice President/Director, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement.

The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.3.7 Coordination of Services. Consultant agrees to work closely with Town staff in the performance of Services and shall be available to Town's staff, consultants and other staff at all reasonable times.

3.3.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the Town, any services necessary to correct errors or omissions which are caused by the Consultant's failure to

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comply with the standard of care provided for herein. Any employee of the Consultant or its subconsultants who is determined by the Town to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the Town, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.

3.3.9 Period of Performance.

3.3.9.1 Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”). Consultant shall also perform the Services in strict accordance with any completion schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or which may be separately agreed upon in writing by the Town and Consultant (“Performance Milestones”). Consultant agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such Performance Milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the Town will suffer damage.

3.3.9.2 Neither Town nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the Services); and (4) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the Services and Agreement.

3.3.9.3 Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement.

3.3.9.4 Delays shall not entitle Consultant to any additional compensation regardless of the Party responsible for the delay. Notwithstanding the foregoing in this section, the Town may still terminate this Agreement in accordance with the termination provisions of this Agreement.

3.3.10 Laws and Regulations; Employee/Labor Certification. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement.

All violations of such laws and regulations shall be grounds for the Town to terminate the Agreement for cause.

3.3.10.1 Employment Eligibility; Consultant. Consultant certifies that it fully complies with all requirements and restrictions of state and federal law respecting the

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employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Consultant certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement, and shall not violate any such law at any time during the term of the Agreement.

3.3.10.2 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, 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. Consultant shall also comply with all relevant provisions of Town's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.3.10.3 Air Quality. To the extent applicable, Consultant must fully comply with all applicable laws, rules and regulations in furnishing or using equipment and/or providing services, including, but not limited to, emissions limits and permitting requirements imposed by the South Coast Air Quality Management District (SCAQMD) and/or California Air Resources Board (CARB). Consultant shall indemnify Town against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable laws, rules and/or regulations by Consultant, its subconsultants, or others for whom Consultant is responsible under its indemnity obligations provided for in this Agreement.

3.3.10.4 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed.

3.3.11 Insurance.

3.3.11.1 Time for Compliance. Time for Compliance. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the Town that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the Town that the subconsultant has secured all insurance required under this section. Failure to provide and maintain all required insurance shall be grounds for the Town to terminate this Agreement for cause.

3.3.11.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agreement, the Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so.

3.3.11.3 Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occurrence"

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form CG 00 01, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); (3) products/completed operations liability; or (4) containing any other exclusion(s) contrary to the terms or purposes of this Agreement. (A) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 00 01 covering "Any Auto" (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $1,000,000 combined limit for each occurrence (B) Workers' Compensation: Workers' Compensation
Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.

3.3.11.4 Primary and Non-Contributing Insurance. All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self-insurance maintained by the Town, its officials, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.

3.3.11.5 Waiver of Subrogation. All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to waiver of subrogation in favor of the Town, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against Town, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(A) The Town may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (B) Neither the Town nor any of its officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement.
(C) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant's indemnification obligations to the Town and shall not preclude the Town from taking such other actions available to the Town under other provisions of the Agreement or law.
(D) Consultant shall report to the Town, in addition to Consultant's insurer, any and all insurance claims submitted by Consultant in connection with the Services under this Agreement.

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3.3.11.6 Insurance for Subconsultants. Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the Town, its officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the Town, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the Town.

3.3.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the Town’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority.

Consultant must additionally comply with the lawful requirements of the Town, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. Town may seek damages from Consultant for delay in completing the Services caused by Consultant’s failure to comply with the laws, regulations and policies described in this section, or any other relevant water quality law, regulation, or policy.

3.4 Labor Code Requirements.

3.4.1 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. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Town shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the Town, 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.

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3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, installation, or repair work, or a public works project of over $15,000 when the project is for maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultant’s performance of services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the Town. Consultant shall defend, indemnify and hold the Town, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant.

3.4.3 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.

3.5 Accounting Records.

3.5.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of Town during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.6 General Provisions.

3.6.1 Termination of Agreement.

3.6.1.1 Grounds for Termination. Town may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to Town, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause.

3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, Town may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.

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3.6.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, Town may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Consultant: Willdan Financial Services
27368 Via Industria, Suite 200
Temecula, CA 92590-4856
ATTN: Chris Fisher, Vice President/Director
Town: Town of Apple Valley
14955 Dale Evans Parkway
Apple Valley, California 92307
ATTN: Doug Robertson, Town Manager/Interim Finance
Director
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.6.3 Ownership of Materials and Confidentiality.

3.6.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for Town 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"). All Documents & Data shall be and remain the property of Town, and shall not be used in whole or in substantial part by Consultant on other projects without the Town’s express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to Town reproducible copies of all Documents & Data, in a form and amount required by Town. Town reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by Town at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to Town upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to Town any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project, and shall make copies available to Town upon the payment of actual reasonable duplication costs.

Before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify Town and provide Town with the opportunity to obtain the documents.

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3.6.3.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that Town is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant 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 its subconsultants, or those provided to Consultant by the Town.

3.6.3.3 Right to Use. Town shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at Town’s sole risk. If Town uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the Town upon completion, suspension, abandonment or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant.

3.6.3.4 Indemnification. Consultant shall defend, indemnify and hold the Town, its directors, officials, officers, employees, volunteers and agents free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by Town of the Documents & Data, including any method, process, product, or concept specified or depicted.

3.6.3.5 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 Town, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. 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 Town's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of Town.

3.6.3.6 Confidential Information. The Town shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the Town's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the Town shall notify Consultant of its intention to release Proprietary Information.

Consultant shall have five (5) working days after receipt of the release notice to give Town written notice of Consultant's objection to the Town's release of Proprietary Information. Consultant shall

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indemnify, defend and hold harmless the Town, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. Town shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with Town's choice of legal counsel), and hold Town harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that Town release such information.

3.6.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

3.6.5 Indemnification.

3.6.5.1 To the fullest extent permitted by law, Consultant shall defend (with counsel of Town’s choosing), indemnify and hold the Town, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the Town. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the Town, its officials, officers, employees, agents, or volunteers.

3.6.5.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

3.6.6 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements.

3.6.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in San Bernardino County. In addition to any and all contract requirements pertaining to notices of and requests for compensation or payment for extra work, disputed work, claims and/or changed conditions, Consultant must comply with the claim procedures set forth in Government Code sections 900 et seq. prior to filing any lawsuit against the Town. Such Government Code claims and any subsequent lawsuit based upon the Government Code claims shall be limited to those matters that remain unresolved after all procedures pertaining to extra work, disputed work, claims, and/or changed conditions have been followed by Consultant. If no such Government Code claim is submitted, or if any prerequisite

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contractual requirements are not otherwise satisfied as specified herein, Consultant shall be barred from bringing and maintaining a valid lawsuit against the Town.

3.6.8 Time of Essence. Time is of the essence for each and every provision of this Agreement.

3.6.9 Town's Right to Employ Other Consultants. Town reserves right to employ other consultants in connection with this Project.

3.6.10 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.

3.6.11 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the Town, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of Town.

Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.

3.6.12 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to Town include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

3.6.13 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.6.14 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

3.6.15 No Third-Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.

3.6.16 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.6.17 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. Consultant warrants that it has not paid nor

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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. Consultant further agrees to file, or shall cause its employees or subconsultants to file, a Statement of Economic Interest with the Town’s Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, Town shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of Town, during the term of his or her service with Town, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

3.6.18 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 make this Agreement and bind each respective Party.

3.6.19 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

3.6.20 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON NEXT PAGE]

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SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE TOWN OF APPLE VALLEY
AND Willdan Financial Services
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.

TOWN OF APPLE VALLEY
By:

Doug Robertson, Town Manager
ATTEST:

By:

La Vonda M-Pearson
Director of Government Services/Town
Clerk
APPROVED AS TO FORM:

By:

Thomas A. Rice, Town Attorney
Best Best & Krieger, LLP

WILLDAN FINANCIAL SERVICES
By:

Its:

Printed
Name:

By:

Its:

Printed
Name:

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Exhibit “A”-1
EXHIBIT "A"

SCOPE OF SERVICES
Comprehensive User Fee Study
Task 1: Initial Document Request
Objective: Initial due diligence; obtain study-related data.

Description: Prior to the kick-off meeting, we will obtain and review relevant documentation to further enhance our understanding of the services, fees, and rates to be studied. A written request for data will be sent to the Town. Please note that Time Survey data is not part of this request and will be gathered during the on-site interviews described in Task 5.

We will request information and documentation on current fees and fee programs, activity levels, and budget and staffing information (to the extent not already available) related specifically to programs and activities which have associated fees, and for which the Town has this level of detail.

Since this engagement does not include a separate Cost Allocation Plan, we will ask the Town to provide detail, analysis and background regarding their methodology for allocating costs associated with the provision of indirect support services to their operating groups and functions. This will be a key step in ensuring that the total cost of service that we calculate, which serves as the basis for setting fees, includes the cost of overhead support, in addition to the direct cost of providing fee-based services.

Deliverables: Willdan: Submit information request to Town.

Town: Provide requested data to Willdan (prior to Task 3, Kick-off Meeting/Refine Scope).

We will follow up with the Town to confirm receipt of requested data and information and highlight data elements that are outstanding.

Task 2: Compile Inventory of Current and Potential Fees Objective: Willdan will identify a schedule of fees and methodology for calculating the fees.

Description: Based on the results of the initial document request and independent research, incorporate into our model the existing fees provided by the Town, to comprise the parameters of the fee study.

Meetings: It is possible that a conference call with the Town may be necessary to discuss new fees to implement or existing fees that may no longer be required.

Deliverables: Willdan: One (1) draft list of current fees based on initial data provided (to be discussed and finalized during the kick-off call).

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Exhibit “A”-2
Town: Review completed fee schedule with comments/revisions to be discussed during the kick-off meeting.

Task 3: Kick-off Conference Call / Refine Scope
Objective: Confirm goals and objectives for the Comprehensive User Fee Study. Identify and discuss policy considerations typically associated with a User Fee Study, address gaps in data, and refine appropriate existing or new fee categories (based on Task 2).

Description: Verify our understanding of the Town’s goals, the Town’s cost-recovery policy for user fees, and to fill any gaps in data/information necessary for the project. It is important for the Town and Willdan to identify and address any foreseeable problems and maintain open communication throughout the process.

During this call, we will ask that the Town identify a project manager who will serve as the primary contact for the project. The project manager shall have responsibility for ensuring that all available data is provided in a timely manner, thereby maintaining adherence to the project’s schedule.

Meetings: One (1) project kick-off call to initiate the entire project, discuss data needs, and address policy objectives.

Deliverables: Willdan: 1) Revised project scope and schedule (if needed); and 2) brief summary of policy decisions (if needed).

Town: 1) Provide further data needs; and 2) determine/introduce Town’s project manager.

Task 4: Develop Comprehensive User Fee Model/Incorporate Overhead Factors Objective: Develop and test model.

Description: This task involves the development of the model ultimately used to calculate the departmental fees, based on data and information gathered in previous tasks and in the Time Survey Interviews described in Task 5.

Key model inputs will include staff and allocated overhead costs per position, and relevant budget data on staffing, salaries and benefits. As mentioned in Task 1, since this engagement does not include completion of a Cost Allocation Plan, information related to the Town’s methodology for allocating indirect overhead costs will be obtained directly from the Town and incorporated into the user fee model. We will request clarification and/or additional data if necessary. We will also update, as appropriate, available fee volumes (occurrences) and revenue generation.

The Fee Study model will provide an allocation of administrative and overhead costs to fee related activities, so that fees and billable rate schedules incorporate applicable costs. Furthermore, the fees and rates charged to customers will also reflect the cost of the services being provided, to the extent possible given policy and/or political considerations.

Furthermore, the fees and rates charged to customers will also reflect the cost of the

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Exhibit “A”-3
services being provided, to the extent possible given policy and/or political considerations.

Deliverables: Willdan: One (1) user-friendly model in Microsoft Excel format, which, when finalized, Town staff can use to calculate fee changes annually, or as often as deemed appropriate by the Town Council.

Task 5: Staff Interviews and On-site Information Gathering Objective: Meet with Town staff to complete Time Surveys and understand service delivery processes.

Description: In order to assist staff with the completion of the survey worksheets, we will schedule one-and-a-half (1.5) days of meetings with staff; however, the number of meetings needed may vary depending on the number of staff and departments involved.

The Willdan Team will conduct interviews with supervisors/managers, as well as other staff, as deemed appropriate and/or necessary, from each department involved in the user fee study to determine the average time required by Town staff to provide each of the services for which a fee is collected.

The fee model is designed so that full cost recovery fees are calculated immediately upon input of staff time. These full costs are also compared to current cost recovery levels. This will allow Willdan and Town staff to conclude with a final meeting to review the draft full cost recovery fees and adjust any times as necessary once all information has been compiled and input into the fee model. We will schedule the interviews with staff to minimize any disruption to their normal workflow.

Meetings: One-and-a-half (1.5) business days of meetings/staff interviews. Depending upon circumstances and availability, we may discuss the option with Town Staff of conducting these meetings via WebEx or Zoom. We use these tools very successfully and found them to be highly effective and efficient, particularly for follow-up questions and/or discussions.

Deliverables: Willdan and Town: Time surveys and draft full cost recovery fees.

Task 6: Data Analysis and Final User Fee Schedule
Objective: Incorporate information obtained from on-site surveys to fully develop model.

Description: We will update the model, based on information received during the on-site surveys, to generate a comprehensive user fee schedule. In addition, it is very common that a supplemental data request may be necessary, based on new fees identified that the Town is not currently collecting.

Where appropriate, we will suggest and discuss with staff alternate approaches to existing fee programs (i.e., building fees) and suggest potential areas where fees could be collected where they are not currently.

We will calculate and present the full cost recovery level for fees, both current and

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Exhibit “A”-4
projected under the new fees, and revenue projections, given certain assumptions about the levels of subsidy for different fees.

Current levels of cost recovery will be compared to actual full costs calculated during the course of this study. Cost will be calculated at reasonable activity levels and include all appropriate direct and indirect costs and overhead. We will review fee programs for compliance with Propositions 218 and 26.

In developing the fee schedules for each division, we will make recommendations for new fees where appropriate, based on our experience with other cities.

Some areas for new fees may be due to changes in law (legalized cannabis), or for activities that the Town finds itself performing regularly, but for which no fee is collected.

The user fee data analysis and model development may take three (3) to five (5) weeks with frequent correspondence with Town staff to refine data inputs and assumption and discuss current cost recovery amounts, necessary to recover full cost and frequency activity.

Meetings: One (1) meeting, as necessary, to gather additional input, complete analysis and finalize fee schedule. Please see the note in Task 5 regarding in-person meetings.

Deliverables: Final user fee model for Town Council presentation and discussion.

Task 7: Common Fees Comparison
Objective: Examine selected user fees charged by up to five (5) comparable cities in San Bernardino County or other jurisdictions that are close in proximity or similar to the Town of Apple Valley.

Description: We will access and use our knowledge of other jurisdictions to benchmark the Town’s five (5) most common visible fees or highest yielding fees with comparable jurisdictions.

Fee schedules are rarely readily or directly comparable from agency to agency due to definitional and operational differences. For example, a grading permit in one jurisdiction may include the plan check service, while the same permit in another jurisdiction may not, resulting in similar sounding services with widely varying costs. For this reason, Willdan takes a selection of the Town’s most commonly used and/or highest yielding fees.

The survey will contain the following, a comparison of common or similar fees and charges used by the Town and other jurisdictions; current and proposed fees and charges unique to the Town of Apple Valley; fees and charges used by other public entities not currently used in the Town; and If possible, identify characteristics and processes unique to the Town that account for significant variances in fees and charges used by other jurisdictions.

Deliverables: Willdan: Recommendations provided in Task 8 will incorporate the data gathered during our examination.

Task 8: Prepare and Present Draft Report
Objective: Prepare draft report.

Description: This task involves the preparation of the draft report that discusses the study’s background, the methodologies utilized in the study, and the results and presentation to various stakeholder groups. As noted below, meetings may occur during this or the next task as appropriate. The calculations used to generate the user fee study will be included textually, as well as in easy to understand tables. Individual fee summaries by department and a comprehensive fee schedule will be included.

The draft report will include the following:

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Exhibit “A”-5
▪ Key results and findings;
▪ The scope and approach for the analysis completed and presented in the report; ▪ Basic descriptions of each service;
▪ The full cost of each service at lowest reasonable activity level and current cost recovery levels;
▪ Costs broken down graphically into indirect and direct components, with a graphic display of the level of cost recovery;
▪ Current and proposed fee recommendations with associate levels of cost recovery; ▪ Projections of potential fee revenue and revenue impacts; ▪ Assessment of reasonableness of each Town’s costs;
▪ Fee comparisons from Task 7;
▪ Review of reasonableness of current consultant cost structure (for Building Division services);
▪ As appropriate, recommend alternative methodologies for building permit fee calculation; and
▪ Summary and recommendations.

The objective of the report is to communicate the recommendation of appropriate fees, which include the appropriate subsidy percentage for those fees where full cost recovery may be unrealistic.

Meetings: One (1) conference call with Town staff, to present draft results, address questions, and receive feedback.

Deliverables: Willdan: Draft report for Town review and comment.

Town: Review of draft report, with comments and edits.
▪ Understandability;
Task 9: Revise Draft Report/Determine Cost Recovery Levels for Recommended Adoption
Objective: Review of draft report and fee model.

Description: The goal of this task is to conduct an in-depth review of the draft report and model, incorporate feedback and changes as a result of previous discussions, and arrive at an optimum fee structure.

Often through the course of an engagement, Town staff and management will volunteer insightful likes and dislikes regarding the existing fee structure. We listen to this feedback carefully because your staff members know the community best.

Comments usually revolve around issues of:
▪ Fairness to applicants;
▪ Ease of calculation;
▪ Appropriate levels of cost recovery; and
▪ Full cost recovery hourly rates.

When adjusting fee recovery levels, we believe it is important to address these concerns.

Following one (1) round of comments and feedback from Town staff on the draft report, we will prepare the final report for presentation to the Town Council.

Meetings: One (1) online demonstration (WebEx) to review the report and model, with any revisions.

Deliverables: Draft report, revised draft /final report.

Task 10: Prepare and Present Final Report/Instruct Staff on Model Objective: Prepare and present final report to Town Council. Instruct staff on the

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Exhibit “A”-6
operation and use of the model for future modifications.

Description: This task is the culmination of the entire project. Based on staff comments received regarding the draft report, we will prepare the final report for presentation.

Meetings: One (1) meeting with Town Council to present the results, adopt the updated fee schedule, and complete the first reading of the ordinance to update the Town’s Municipal Code. We will also provide staff training on the operation and use of the model on the same day, during regular business hours.

Deliverables: Provide one (1) electronic PDF file copy of the final report and models; in addition to providing (2) bound copies to the Town. Using Microsoft Word and Excel, an updateable electronic copy of the study and models, as well as related schedules, will also be provided on CD.

Development Impact Fee Study
Willdan will work with the Town to update its impact fees consistent with the Mitigation Fee Act and other relevant laws. We want to ensure that our scope of services is responsive to the Town’s needs and specific local circumstances.

Willdan understands that the Town
currently charges impact fees in the
following categories:
▪ Park Facilities (DIF and Quimby)
▪ Animal Control Facilities
▪ Aquatics Facilities
▪ General Government Facilities
▪ Law Enforcement Facilities
▪ Public Meeting Facilities
▪ Storm Drainage Facilities
▪ Sanitary Sewer Facilities
▪ Transportation Facilities
▪ Changes in approach and nexus findings necessary to comply with AB 602; ▪ Potential new impact fees for consideration (based on comparable jurisdictions and statewide best practices);
▪ Adequacy of General Plan and other public facility planning policies (e.g., level of service standards); impact fee ordinances and resolutions, and prior nexus studies; ▪ Availability of existing public facility master plans and CIPs to identify needed facilities; ▪ Types of facilities to be funded by each fee;
▪ Land use categories for imposition of fees;
▪ Nexus approach to determining facility standards;
▪ Nexus approach to allocating cost burden among land uses, including need for separate fee zones;
▪ Potential alternative funding sources, if needed;
▪ Funding existing deficiencies, if identified; and
▪ Implementation concerns and strategies.

Deliverables: (1) Information requests; and (2) revised project scope and schedule (if needed).

Task 2: Identify Existing Development and Future Growth Objective: (1) Identify estimates of existing levels of development; and (2) identify a projection of future growth consistent with current planning policy.

Description: Identify base year for estimating existing levels of development and for calculating facility standards based on existing facility inventories (see Task 3). Include entitled development that would be exempt from fee program.

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Exhibit “A”-7
planning agencies and other available sources - Town staff to provide estimates and projections by zone if needed.

Develop approach for converting land use data to measure of facility demand. For example, identify population and employment density factors to convert population and employment estimates to dwelling units and building square footage.

Select appropriate approach for each impact fee based on:
▪ Available local data on facility demand by land use category; ▪ Approaches used by other agencies; and
▪ Support for other agency policy objectives.

Changes to estimates and projections during subsequent tasks could cause unanticipated effort and require an amendment to the scope of services and budget.

Obtain approval of estimates and projections from Town staff prior to proceeding.

Task 3: Determine Facility Standards
Note: Conduct Tasks 3, 4, and 5 separately for each intended facility and fee type.

Conduct tasks concurrently because of the effect of facility standards (Task 3), facility needs (Task 4), and alternative funding (Task 5) on the fee calculation.

Objective: Determine standards to identify facilities required to accommodate growth.

Description: Identify and evaluate possible facility standards depending upon the facility type, current facility inventory data, and available facility planning documents. Consider use of: (1) adopted policy standards (e.g., General Plan, master facility plans); (2) standards derived from existing facility inventories; or (3) standards derived from a list of planned facility projects. Town staff to provide policies, inventories, and project lists.

Willdan will work with the Town to identify additional costs that might be eligible for funding by the DIF.

Task 4: Determine Facilities Needs and Costs
Objective: Identify the type, amount and cost of facilities required to accommodate growth and correct deficiencies, if any.

Description: Quantify total planned facilities based on growth projection from Task 2 and facility standards from Task 3. Express planned facilities in general quantities such as acres of parkland, or as a specific list of capital projects from a master facility plan.

Location of planned facilities may or may not be specified. If only a general description of planned facilities is available through the planning horizon, Town staff to provide a list of specific capital projects for use of fee revenues during the short term (e.g., five years).

Distinguish between: (1) facilities needed to serve growth (that can be funded by impact fees); and (2) facilities needed to correct existing deficiencies (that cannot be funded by impact fees). Use one of three cost allocation methods (existing inventory, system plan, or planned facilities).

Gather planning-level data on new facilities costs based on lump sum project cost estimates, or unit costs and project quantities (acres, building square feet, lane miles, etc.).

Consider recent Town experience, local market data such as land transactions, and consultant team experience from prior projects. Inflate older cost estimates to base year using appropriate cost indices.

The revised facility costs will form the basis of the capital improvement program needed for compliance with AB 602.

This scope of work does not include additional engineering analysis, including traffic engineering, to identify total facility needs, existing deficiencies, or cost estimates. Any such engineering/design work can be provided under a separate contract with Willdan Engineering or a third party. However, Willdan can use rough descriptions and

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Exhibit “A”-8
comparables to calculate a reasonable cost estimate sufficient for use in the DIF study.

Task 5: Identify Funding and Financing Alternatives
Objective: Determine the extent of alternative (non-fee) funding available for new facilities.

Description: If impact fees are going to only partially fund a capital project, the Mitigation Fee Act requires the agency report on the anticipated source and timing of the additional funding every five years. There are two types of alternative funding sources that we will identify:

1. Funding from non-impact fee sources to correct existing deficiencies; and

2. Funding from new development other than impact fees that must be credited against new development’s impact fee contributions, possibly including taxes paid to finance facilities.

Identify anticipated alternative funding based on information from Town staff or note that funds are still to be identified based on a list of probable funding alternatives. If fees will fund debt service include financing costs in the total cost of facilities.

Assume facilities to be funded predominantly on a pay-as-you-go basis. Scope does not include a cash flow analysis to analyze effect of timing of fee revenues on financing costs.

Task 6: Fee Comparison
Objective: Provide a comparison of the current and proposed impact fees to those of comparable/surrounding jurisdictions in neighboring and/or similarly sized municipalities.

Description: Willdan will compare a total of four municipalities to be selected by the Town.

Typically, Willdan prepares an analysis of fees charged to a series of prototype developments (such as residential, retail, etc.) to provide an “apples to apples” comparison, but the exact methodology will be determined in consultation with the Town.

Willdan will also identify fees charged in those municipalities that are not charged in Apple Valley.

Task 7: Fee Calculation Tool
Objective: Provide an interactive tool that will allow calculation of fees by customers and stakeholders.

Description: Willdan will prepare a fee calculator in excel format that will be provided to Town staff for posting on the Town’s website or other venue. The excel file will have a data entry/results page that will allow manual entry of project characteristics (type of development, number of square feet) and will display the resulting fee. The Town will be able to update the model with fees if they are increased in future years according to an inflation factor.

Task 8: Calculate Fees and Prepare Report
Objective: Provide technically defensible fee report that comprehensively documents project assumptions, methodologies, and results.

Description: Generate fee schedule to apportion facility costs to individual development projects. Use facility costs per unit of demand multiplied by demand by land use category based on data developed in prior tasks.

Prepare draft report tables for Town staff to review, that document each step of the analysis, including schedule of maximum justified fees by facility type land use category and all other requirements of the Mitigation Fee Act.

Following one (1) round of comments from Town staff on the quantitative analysis and fee schedules, prepare administrative draft report. Following one (1) round of comments

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Exhibit “A”-9
on administrative draft, prepare public draft for presentation to interested parties, the public and elected officials. This public review draft will be presented and public stakeholder meetings and at a Council informational session. Prepare final report, if necessary, based on comments received on the public draft report. If requested, post the report on our website for public access. Note that as of January 2022, the Nexus study is adopted separately from the fees, and with a 30-day notice.

Fees will be calculating residential land uses in compliance with AB 602.

Provide legal counsel with copies of fee resolutions and ordinances used by other jurisdictions.

Deliverables: If necessary, we will provide up to two (2) bound copies of the draft report, one (1) unbound copy, one (1) Microsoft Word copy; and up to two (2) bound copies of the final report.

Task 9: Meetings
Objective: The project manager or other necessary Willdan staff will attend project meetings. A member of the Impact Fee project team will attend up to four (4) in-person meetings and presentations throughout the Town’s engagement. Phone conferences are not considered meetings for the purposes of this scope.

Optional: Optional stakeholder and Council meetings may be requested by the Town.

Town Staff Support
To complete our tasks, we will need the cooperation of Town staff. We suggest that the Town of Apple Valley assign a key individual to represent the Town as the project manager who can function as our primary contact. We anticipate that the Town’s project manager will:
1)Coordinate responses to requests for information;
2)Coordinate review of work products; and
3)Help resolve policy issues.

Willdan will endeavor to minimize the impact on Town staff in the completion of this project. We will ask for responses to initial information requests in a timely manner. If there are delays on the part of the Town, we will contact the Town’s project manager to steer the project back on track. We will keep the Town’s project manager informed of data or feedback we need to keep the project on schedule.

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Exhibit “B”-1
EXHIBIT "B"

SCHEDULE OF SERVICES
Project Schedules
Willdan understands time is of the essence for the Town of Apple Valley to begin this engagement. The schedules can only be met with the prompt cooperation of Town staff.

Delays in responding to our requests for data, policy guidance, clarifications, other information and review will likely result in corresponding delays to the project schedule.

If that is the case, we will notify the Town immediately of the possible impact on the schedule. It is also important to note that there are statutory requirements for a 60-day waiting period for the implementation of fees related to development, after they’ve been adopted by the Town Council.

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Exhibit “C”-1
EXHIBIT "C"

COMPENSATION

1. Cost Proposal
Total All-Inclusive Not to Exceed Maximum Price
Willdan Financial Services (“Willdan”) proposes a fixed fee of $111,775 for the Comprehensive User Fee Study and Development Impact Study.

Component Costs

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28314.00015\33081613.1
(BB&K 2017) Exhibit “D”-2
Development Impact Fee Review Notes:
▪ The fee denoted above includes attendance at four in-person meetings with Town staff, stakeholders, and Town Council.
▪ Attendance at more than four meetings will be billed at the per meeting fee. Attendance at additional on-site meetings or presentations will be $2,000 per meeting; attendance at additional remote meetings or presentations will be $1,000 per meeting. ▪ Comprehensive written responses to resolve conflicts or preparation of more than one set of major revisions to the draft report, will be classified as Additional Services, and may require additional billing at hourly rates stated in the hourly rate schedule listed below. These additional fees shall only take effect once the fixed fee stated above has been exceeded.

Manner of Payment
▪ Our fee includes all direct expenses associated with the project. ▪ We will invoice the Town monthly based on percentage of project completed. ▪ Additional services may be authorized by the Town and will be billed at our then-current hourly overhead consulting rates.
▪ Town shall reimburse Willdan for any costs Willdan incurs, including without limitation, copying costs, digitizing costs, travel expenses, employee time and attorneys' fees, to respond to the legal process of any governmental agency relating to Town or relating to the project. Reimbursement shall be at Willdan 's rates in effect at the time of such response.

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28314.00015\33081613.1
(BB&K 2017) Exhibit “D”-3
▪ If the Town wishes for Willdan to attend additional in-person meetings, the fee is $2,000 per meeting.
▪ The cost of preparing the user fee study can be included in the resulting new user fee schedule. Therefore, over time, the Town can recover the initial outlay of funds that was required to complete the studies.
▪ Willdan will rely on the validity and accuracy of the Town’s data and documentation to complete the analysis. Willdan will rely on the data as being accurate without performing an independent verification of accuracy and will not be responsible for any errors that result from inaccurate data provided by the client or a third party.

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Comprehensive User Fee Study and Development Impact Fee Study i Town of Apple Valley, California
Table of Contents

1. Letter of Interest ........................................................................................................................................................... ii

2. Project Understanding and Approach................................................................................................................1 Project Understanding ................................................................................................................................................ 1 Project Methodology ................................................................................................................................................... 3

3. Relevant Experience ...................................................................................................................................................8 Firm Profile................................................................................................................................................................... 8 Willdan Financial Services.......................................................................................................................................... 8 Firm Experience........................................................................................................................................................... 9 Firm Distinctiveness.................................................................................................................................................... 9 References.................................................................................................................................................................. 10 Similar Studies........................................................................................................................................................... 13

4. Project Manager / Applicable Staff.....................................................................................................................16 Key Project Team....................................................................................................................................................... 16 Chris Fisher.................................................................................................................................................................. 17 Tony Thrasher ............................................................................................................................................................. 18 Priti Patel...................................................................................................................................................................... 19 Samantha Labitan........................................................................................................................................................ 20 James Edison, JD, MPP.............................................................................................................................................. 21 Carlos Villarreal, MPP.................................................................................................................................................. 22 Robert Quaid ............................................................................................................................................................... 23

5. Proposed Scope of Services ................................................................................................................................. 24 Work Plans ................................................................................................................................................................. 24 Town Staff Support.................................................................................................................................................... 30 Project Disclaimer ..................................................................................................................................................... 31 Project Schedules...................................................................................................................................................... 32 Project Management and Quality Assurance/Control Approach.......................................................................... 33

6. Conflict of Interest Statement..............................................................................................................................35

7. Cost Proposal................................................................................................................................................................36 Total All-Inclusive Not to Exceed Maximum Price ................................................................................................. 36 Component Costs...................................................................................................................................................... 36 Rates for Additional Professional Services ............................................................................................................ 37 Manner of Payment.................................................................................................................................................... 37

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T 951.587.3500 ▪ 800.755.6864 | F 951.587.3510 ▪ 888.326.6864 | 27368 Via Industria, Suite 200, Temecula, CA 92590 | www.willdan.com ii

1. Letter of Interest
January 15, 2025
Ms. Amber Darling
Fiscal Services Supervisor
Town of Apple Valley
14955 Dale Evans Parkway
Apple Valley, California 92307
Re: Proposal to Conduct a Comprehensive User Fee Study and Development Impact Fee Study for the Town of Apple Valley
Dear Ms. Darling:

Municipalities throughout California are constantly challenged to do more with less. As public agencies are faced with limited financial resources to address competing priorities, they strive to maintain high standards of service to their communities. Processes and staffing often evolve as staff seek efficiencies and more cost-effective service models; or sometimes practices change out of necessity in response to events such as the recent pandemic.

Considering this, it is critical for the Town of Apple Valley (“Town”) to ensure that fees for requested services reflect current practices, account for the true cost of providing Town services, incorporate provision for overhead rates and costs related to indirect support, and ensure maximum appropriate cost recovery, so that the revenues generated by fees cover the cost of those services to the greatest extent possible. Town Staff, and ultimately the Town Council, need a clear understanding of standards, service levels and the associated costs.

Likewise, Development Impact Fees should reflect current community planning and Town policy objectives, both for planned development and the facilities necessary to accommodate it; so that growth pays its own way, community standards are maintained, and current residents and businesses are not negatively impacted. Impact fees also need to be developed in compliance with the Mitigation Fee Act and with attention to the effects of new legislation such as AB 516 and AB 602, so that they are defensible and transparent.

Recognizing this, the Town is soliciting a proposal for a Comprehensive User Fee Study and Development Impact Fee Study. Following are specific advantages that Willdan Financial Services (“Willdan”) brings to the Town for these studies:

Direct Recent Experience with the Town of Apple Valley — Willdan successfully partnered with the Town on the most recent Sewer Rate Study, as well as the previous rate study in 2018. For many years we also assisted the Town with ongoing administration of Assessment Districts that were formed to finance infrastructure facilities for new development.

Through these engagements we developed relationships with key Town Staff, gained an understanding of the Town Council and its objectives and sensitivities, and acquired a knowledge of the community. Our team will bring this same level of professionalism and expertise, understanding of the community, and our knowledge of the Town’s staff and systems to this proposed engagement. Where possible, we will leverage our knowledge of the Town and relationships with key staff to facilitate and expedite our data gathering and work, focusing less time on data gathering and more on analysis.

This allows us to provide meaningful analysis and insight that other firms are unable to match, and our understanding of the Town reduces questions and streamlines the process, allowing Town Staff to focus their time on direct Town operations.

Extensive Local Experience with Similar Projects and direct experience in Southern California — Willdan is the leading firm providing these types of studies in California. We have worked successfully with numerous cities like Apple Valley on Fee Study projects, with objectives very similar to those for this study, including recently Hesperia. Twenty six (26) years of experience working on similar efforts allows us to bring an unmatched understanding of Town service models, processes and staffing and provide valuable perspective and insight from local cities’ approaches to fees and policies on fee setting and subsidies – which also helps us conduct meaningful and efficient fee comparisons. Recent studies include Cities of Irvine, Tustin, Claremont, Chino Hills, Chino, Pomona, Eastvale, Burbank, El Monte, Los Alamitos, Lynwood, Stanton, Montebello, West Hollywood, Arcadia, Cudahy, Lomita, Fontana, Yucaipa, Murrieta, Palm Springs, and Palm Desert.

Our Cost Allocation methodologies and
models have been reviewed and approved
by Cognizant Agencies such as the US
Army and recently, the US Department of
Housing and Urban Development,
providing evidence of our thorough and
defensible approach to the development
of Cost Allocation strategies.

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Ms. Amber Darling, Fiscal Services Supervisor
Town of Apple Valley
Proposal to Conduct a Comprehensive User Fee Study
and Development Impact Fee Study
January 15, 2025 | Page iii
Collaborative Approach, Commitment to Support and User-friendly Models and Reports — Willdan prides itself on working closely with Town staff to develop and explain an approach that is targeted toward your specific objectives, This is a distinct advantage we will bring in our approach with the Town of Apple Valley. A collaborative approach and dedicated support ensures we clearly understand your goals and challenges, and just as importantly, you understand and are comfortable with the process, assumptions, key drivers, and the results.

We create user-friendly Excel-based models that the Town can retain and conduct our analysis and develop the model collaboratively with Town staff. Rather than using an inflexible proprietary software program, we construct our models from the ground up, mirroring the Town’s budget format wherever possible. As a result, the information contained in our models is easy for Town staff to interpret, and the familiar software ensures ease of navigation.

Created directly from the models, our reports clearly and graphically illustrate full and recommended levels of cost recovery and projections of revenue for fee programs, break down the costs into direct and indirect overhead categories, and present the fee methodologies. Our models and project approach are geared toward delivering work on schedule and presenting results at public meetings and council workshops.

We are excited about this opportunity to once again serve the Town of Apple Valley. To discuss any aspect of our proposal, please contact me; my contact information is provided in the table below.

Willdan Financial Services
Proposal Contact
Chris Fisher
Vice President / Director
27368 Via Industria, Suite 200 | Temecula, CA 92590
Tel #: (951) 587-3500 | Fax #: (951) 587-3510
Email: [email protected]
As a Vice President of Willdan Financial Services, I am authorized to bind the firm to the terms of this proposal, as well as the subsequent agreement.

Respectfully,

WILLDAN FINANCIAL SERVICES
Chris Fisher
Vice President / Director
Willdan will work with the Town to
create new User Fee and Impact
Fee models that provides the
benefit of a fresh approach and
new perspectives.

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Comprehensive User Fee Study and Development Impact Fee Study 1 Town of Apple Valley, California

2. Project Understanding and Approach
Project Understanding
As one of the only firms combining decades of experience in both User Fee Studies and Development Impact Fee Studies, we have the necessary expertise and experience under one roof, without the need for subconsultants, with our successful history developing, implementing and updating User Fees and Development Impact Fees, Willdan Financial Services (“Willdan”) is confident that we can meet the Town’s objectives and request for this study.

Key Town issues and objectives that are addressed within our scope of services include the following:
▪ Meeting with Town Staff to review existing fee schedules and conducting interviews with key Town Staff involved in providing end-user services to gather information necessary to understand the processes, operations, structure and staffing necessary for the Town to provide services for which fees are charged; ▪ Reviewing the Town’s Municipal Code and current fee schedule to make sure it reflects current needs of Town staff and the community and ensuring the schedule is updated to include new fees for services provided where no fee currently exists, and to remove obsolete fees;
▪ Conducting analysis that clearly identifies the full (100%) cost of providing services for which fees are charged, and ensuring that there is a reasonable relationship between these costs, the services being provided, and the recipients of these services – all to support compliance with Prop 26 and Prop 218; ▪ Comparing costs of providing services with current cost recovery levels and evaluating and adjusting fees and charges to ensure they align with the cost of the services being provided by the Town; ▪ Incorporating overhead allocations from the Town’s Cost Allocation Plan; ▪ Focusing on changes that may have occurred in the Town’s staffing and cost structures, to ensure that future fees adequately recover anticipated costs;
▪ Working with Town Staff to develop meaningful recommendations for fee setting and subsidies where charging fees that represent full cost recovery may not be reasonable for policy or political reasons; ▪ Conducting meaningful comparisons of high visibility fees with similar communities; and ▪ Preparing and presenting a comprehensive report that is easy to understand, clearly identifies services for which fees are charged, the cost of those services broken down into direct and indirect components, current and recommended cost recovery levels and fee amounts, and presenting the results in a way that is readily understood by decision makers.

The end products will include user-friendly Excel-based models, which Town staff will retain. These models can be easily updated to add or remove services and/or costs, update
budgets in future years, and determine the proper allocation of expenditures and on-going service costs provided by the Town.

Most importantly, we will ensure that the results and
recommendations are clear, understandable, defensible, and easy to implement.

We will meet directly with departmental representatives at the Town at the outset to discuss the approach and process for the studies. Discussions will include ways to combine tasks and efforts to maximize efficiencies and ensure adherence to the specified timeline.

For the Comprehensive User Fee Study, we understand that the last comprehensive User Fee Study the Town completed was in 2005, with annual CPI updates since that time. We will work directly with service-providing Town personnel and interact directly with residents and customers to understand the staffing and procedures involved in delivering fee-based services. By carefully examining these processes, we will be able to identify associated costs such as direct staff costs (salaries and benefits) associated with personnel involved in the activities and appropriate overhead allocations from both the department and Town levels.

For the Development Impact Fee Study, Willdan will review the previous work prior to the kick-off meeting to determine what has changed in terms of facilities and needs for the fee categories. We will also communicate with the Town in advance of the kickoff to determine whether there is any initial policy direction or guidance on new fees. We will update the demographics and present the Town with the facilities list and discuss the current status for each fee type. We will work with the Town to implement an impact fee program that ensures that new development pays its fair share of infrastructure while being mindful of the impact of fees on development.

Rather than costly and inflexible proprietary
software, which can require expensive licensing
fees, Willdan builds models utilizing Excel, from
the ground up, employing the Town’s budget as
the gauge. This model, which is then the Town’s
to retain, gives Town staff the control to make onthe-fly adjustments and updates.

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Comprehensive User Fee Study and Development Impact Fee Study 2 Town of Apple Valley, California
For a successful and effective engagement, it is important to have a thorough understanding of specific Town policies and objectives. The structure and organization of the Town and the relationships between the central and operating departments are also key concepts to incorporate into our analysis. We bring years of successful experience working directly with hundreds of cities throughout California.

Willdan possesses the resources, practical experience, creative thinking, and collaborative consulting skills necessary to complete this important project. Key distinct advantages that Willdan brings to the Town include the following.

On-site Data Gathering
Our experience has taught us that working together, via face-to-face discussions, is the most efficient and thorough way to ensure that results are accurate, and that studies are completed in a timely manner, which again, is critical in this proposed engagement.

Consequently, through on-site interviews with your staff, Willdan will collect the majority of required data for studies. This method is better than the typical “time and motion surveys” that are provided to agency staff when studies like these are conducted. This process ensures that we gather the data we need in one coordinated step, rather than having to go through repeated follow-up and clarification.

This approach and the dedication of our staff will help ensure we meet the Town’s timeline and objectives and provide important information to Town staff and the Council as soon as possible.

Public Engagement
Our models and project approach are geared toward delivering our work on schedule and presenting our analysis results at public meetings and Council workshops. While we understand that the Town Council and local business community may be generally supportive of increasing fees where necessary, it will be important to present recommendations to them in a way that clearly demonstrates the rationale and supporting analysis.

The Willdan Team is experienced at communicating complex analytical results in a manner that is easy to understand by non-finance-oriented individuals and facilitates discussion. Our proposed principal-in-charge for this engagement has coordinated or participated in numerous public and staff workshops regarding fees and cost of service-based charges. As previously mentioned, our objective is to provide useful, detailed information, and present recommendations to the Town Council and public in a way that clearly demonstrates the rationale and supporting analysis. Our experience ensures that we can meet this objective.

User-friendly Models and Reports
Willdan prides itself on creating user-friendly Excel-based models that the Town can retain and conducting our analysis and developing the models collaboratively with Town staff. With Town staff’s immediate input and collaboration, Willdan will design extremely flexible, intuitive Excel-based models. In the future, as the Town assumes new responsibilities, modifies existing processes, and/or eliminates unnecessary services or programs, the models will be capable of adding or deleting funds, objects, departments, programs, staff positions, and activities. Willdan understands that issues facing the Town are unique; consequently, we design our models to match your immediate and desired needs to ensure that end-results exceed staff expectations rather than using inflexible proprietary software.

These models are then the Town’s to retain, after our services are completed, and allow for the creation of revenue projections, highlighting potential new revenues, and levels of subsidy.

A key element of these studies is presenting results and recommendations in a straightforward manner, which allows Council and staff to confidently make fee setting policy decisions and understand the impacts of those decisions. Rather than using an inflexible proprietary software program, we construct our models from the ground up, as previously discussed, mirroring the Town’s budget format wherever possible.

As a result, the information contained in our models is easy for Town staff to interpret, and the familiar software ensures ease of navigation. As the models are being designed and constructed, we will work together with Town staff to determine the best and most effective features to include.

After the project is completed, we will provide training, so that staff can independently and efficiently evaluate the effects of changes in certain factors. Created directly from the models, our reports clearly and graphically illustrate the full cost recovery level of fee programs and provide projections of revenue from fee programs.

The model will be
developed to allow the
Town to run “what-if”
scenarios to address
possible changes in
staffing levels, working
hours, etc.

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Comprehensive User Fee Study and Development Impact Fee Study 3 Town of Apple Valley, California
Project Methodology
The following describes our proposed approach, and work plan to prepare a Comprehensive User Fee Study and Development Impact Fee Study.

Comprehensive User Fee Study Methodology
To comprehensively update fees, the Town should develop a comprehensive user fee schedule that accurately accounts for the true cost of providing services. Once the study is complete, the fee study model must be flexible so that the Town can add, delete, and revise fees in the future. To meet this goal, we will bring our expertise and unique perspectives to your fee study by approaching the project with these three principles:
1) Defensibility
Our user fee projects have not been legally challenged since the inception of this practice area in our firm. We have accomplished this by closely working with legal counsel familiar with user fee studies, our engineering division and with agency staff. In this way, we can tailor the correct approach to ensure full cost recovery combined with a sound and reasonable basis for each user fee you implement.

While Proposition 218 does not directly apply to non-property-related fees, we employ principles from this important constitutional article to make certain that your user fee schedule is developed with fairness, equity, and proportionate cost recovery principles in mind. With the addition of Proposition 26, Willdan will review each analyzed user fee for compliance and appropriateness to ensure continued defensibility.
2) Project and Staff Time
The Town must have a sound and technically defensible fee schedule to ensure costs are appropriately recovered, as applicants approach the Town for its services. Our standards and approaches serve to get to the issues of your fee study quickly.

Starting with the project kick-off, we will make certain that your staff understands the purpose and scope of the study and its corresponding on-site departmental interview. As Willdan is able to communicate directly with the service providers, this face-to-face interaction provides valuable time estimates. 3) Responsiveness
We take great pride in providing responsive service to our client agencies. Frequent communication is critical to a successful user fee study experience. We will provide a list of data requirements in advance of the project kick-off. Due to this simple step, the introductory meeting can focus on the survey input process, answering questions, determining policy goals, and defining next steps in the project. We will follow up weekly with you at each step in the fee study process to make sure that staff “buys in” to the fee study approach and results.

Comprehensive User Fee Study Approach
Our approach to preparing the user fee study and documentation for Apple Valley includes:
▪ Close coordination with your staff to devise a consensus approach. Different programs and/or different service delivery methods will necessitate different approaches.
▪ We will discuss specific pros and cons with Town staff as we determine which methods work best for each fee category; ▪ Strict adherence to key legal and policy issues with regard to user fees, including the percent of cost recovery that the Town seeks to achieve. A user fee shall not be set higher than the reasonable cost of providing a fee-generating service. Our approach provides you with a fee schedule that achieves maximum legal cost recovery while ensuring that each fee is supported by technically defensible documentation; and ▪ Technical analysis necessary to ensure State compliance, and to anticipate and resolve potential policy issues using a combination of industry standards as well as Town specific methods.

As described below, there are two basic approaches to calculating user fees:

Approach 1: Case Study Method
This is also sometimes referred to as a cost build-up approach. Using a time and materials approach, the “Case Study Method” examines the tasks, steps and Town staff involved in providing a particular ‘unit’ of service, such as a permit review, and then uses that information to develop estimates of the actual labor and material costs associated with providing a unit of service to a single user. It is often used when a service is provided on a regular basis, and staff and other costs associated with the service can be segregated from available budget data.

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Comprehensive User Fee Study and Development Impact Fee Study 4 Town of Apple Valley, California
A typical case study fee model should comprise the following three general cost layers:
1) Central Services Overhead: This category may involve such costs as labor, services, and supplies that benefit more than one department, division, or project. The exact benefits to specific areas are impossible to ascribe to a single activity. Examples are purchasing, human resources, and liability insurance. As part of the comprehensive user fee study, these costs are calculated in the overhead cost review.
2) Department Overhead: This category may include expenses related to such items as office supplies, outside consultants, and membership dues. It may include management, supervision, and administrative support that are not provided to a direct feegenerating service. Typically, these items are charged, on an itemby-item basis, directly to the department, division, or project. 3) Personnel Costs: This category refers to direct salary and benefit costs of staff hours spent on providing a fee-generating service (e.g., on-site building inspector).

Approach 2: Average Cost Method
This is also sometimes referred to as a programmatic approach, because it looks at costs at a program level, and then allocates them to participants on an occurrence basis. By taking total service costs across a substantial sample period (a year) and dividing them by the total number of service units delivered over that same period, costs per unit of service is estimated.

This approach is useful when services or programs are provided in a more aggregate manner, where it might be difficult to identify a specific sequence of steps associated with one user or participant; or where it is not feasible to cost-effectively segregate costs associated with specific activities.

Development Impact Fee Study Methodology
The Town desires to update impact fees to ensure a fair and reasonable fee structure, while meeting the requirements of the California Mitigation Fee Act (California Government Code 66000 to 66025). The resulting fees will fund new development’s share of planned facilities, while not overburdening development with unnecessary costs. Listed below are the development impact fees that are to be updated by this study.

Project Objectives
The objective of this project is to establish/update development impact fees pursuant to State law. To accomplish this objective, this study will:
▪ Develop a technically defensible fee justification, based on the reasonable relationship and deferential review standards;
▪ Review and facility standards, capital facilities plans and costs, and development and growth assumptions; ▪ Provide a schedule of maximum-justified fees by land use category; and ▪ Provide comprehensive documentation of assumptions, methodologies, and results, including findings required by the Mitigation Fee Act.

Public Facilities Financing in California
The changing fiscal landscape in California during the past 40 years has steadily undercut the financial capacity of local governments to fund infrastructure. Four dominant trends stand out:

1. The passage of a string of tax limitation measures starting with Proposition 13 in 1978 and continuing through the passage of Proposition 218 in 1996;

2. Declining popular support for bond measures to finance infrastructure for the next generation of residents and businesses;

3. Steep reductions in Federal and State assistance; and

4. Permanent shifting by the State of local tax resources to the State General Fund to offset deficit spending brought on by recessions.

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Comprehensive User Fee Study and Development Impact Fee Study 5 Town of Apple Valley, California
Faced with these trends, many cities and counties have had to adopt a policy of "growth pays its own way." This policy shifts the burden of funding infrastructure expansion from existing rate and taxpayers onto new development. This funding shift has been accomplished primarily through the imposition of assessments, special taxes, and development impact fees, also known as public facilities fees. Assessments and special taxes require approval of property owners or registered voters and are appropriate when the funded facilities are directly related to the developing property. Development impact fees, on the other hand, are an appropriate funding source for facilities that benefit development jurisdiction-wide. Development fees need only a majority vote of the legislative body for adoption.

Summary of Approach
Willdan’s methodology for calculating public facilities fees is both simple and flexible. Simplicity is important so that the development community and the public can easily understand the justification for the fee program. At the same time, we use our expertise to reasonably ensure that the program is technically defensible.

Flexibility is important, so we can tailor our approach to the available data, and the agency’s policy objectives. Our understanding of the technical standards established by statutes and case law suggests that a range of approaches are technically defensible. Consequently, we can address policy objectives related to the fee program, such as economic development and affordable housing. Flexibility also enables us to avoid excessive engineering costs associated with detailed facility planning. We calculate the maximum justifiable impact fee and provide flexibility for the agency to adopt fees up to that amount.

Development impact fees are calculated to fund the cost of facilities required to accommodate growth. The four steps followed in an impact fee study include:
▪ Estimate existing development and future growth: Identify a base year for existing development and a growth forecast that reflects increased demand for public facilities; ▪ Identify facility standards: Determine the facility standards used to plan for new and expanded facilities; ▪ Determine facilities required to serve new development and their costs: Estimate the total amount and cost of planned facilities, and identify the share required to accommodate new development; and ▪ Calculate fee schedule: Allocate facilities costs per unit of new development to calculate the public facilities fee schedule.

We discuss key aspects of our approach to each of these steps in the subsections that follow.

Growth Projections
In most cases, we recommend use of long-range market-based projections of new development. By “long-range” we suggest 20 to 30 years to: capture the total demand often associated with major public facility investments; and support analysis of debt financing, if needed. In contrast to build out projections, market-based projections provide a more realistic estimate of development across all land uses. Build out projections typically overestimate commercial and industrial development because of the oversupply of these land uses relative to residential development.

Facility Standards
The key public policy issue in development impact fee studies is the identification of facility standards (second bullet above).

Facility standards document a reasonable relationship between new development and the need for new facilities. Standards ensure that new development does not fund deficiencies associated with existing development.

Our approach recognizes three separate components of facility standards:

1. Demand standards determine the amount of facilities required to accommodate growth. Examples include park acres per thousand residents, square feet of library space per capita, or gallons of water per day. Demand standards may also reflect a level of service such as the vehicles-to-capacity (V/C) ratio used in traffic planning;

2. Design standards determine how a facility should be designed to meet expected demand, for example park improvement requirements and technology infrastructure for office space. Design standards are typically not explicitly evaluated as part of an impact fee analysis but can have a significant impact on the cost of facilities. Our approach incorporates current facility design standards into the fee program to reflect the increasing construction cost of public facilities; and

3. Cost standards are an alternate method for determining the amount of facilities required to accommodate growth based on facility costs per unit of demand. Cost standards are useful when demand standards were not explicitly developed for the facility planning process. Cost standards also enable different types of facilities to be analyzed based on a single measure (cost or value), useful when disparate facilities are funded by a single fee program. Examples include facility costs per capita, per vehicle trip, or cost per gallon of water per day.

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Comprehensive User Fee Study and Development Impact Fee Study 6 Town of Apple Valley, California
Identifying New Development Facility Needs and Costs
We can take several different approaches to identify facility needs and costs to serve new development. Typically, this is a two-step process: 1) identify total facility needs; and 2) allocate to new development its fair share of those needs. Total facility needs are often identified through a master facility planning process that typically takes place concurrent with or prior to conducting the fee study. Engineered facility plans are particularly important in the areas of traffic, water, sewer, and storm drain due to the specialized technical analysis required to identify facility needs.

There are three common methods for determining new development’s fair share of planned facilities costs: 1) the existing inventory method; 2) the planned facilities method; and 3) the system plan method. Often the method selected depends on the degree to which the community has engaged in comprehensive facility master planning to identify facility needs.

The formula used by each approach and the advantages and disadvantages of each method is summarized as follows:

Existing Inventory Method
The existing inventory method allocates costs based on the ratio of existing facilities to demand from existing development as follows:

Current Value of Existing Facilities = $/unit of demand Existing Development Demand Under this method new development funds the expansion of facilities at the same standard currently serving existing development. By definition, the existing inventory method results in no facility deficiencies attributable to existing development. This method is often used when a long-range plan for new facilities is not available. Only the initial facilities to be funded with fees are identified in the fee study. Future facilities to serve growth are identified through an annual Capital Improvement Plan (CIP) and budget process, possibly after completion of a new facility master plan.

Planned Facilities Method
The planned facilities method allocates costs based on the ratio of planned facility costs to demand from new development as follows:

Cost of Planned Facilities = $/unit of demand
New Development Demand
This method is appropriate when specific planned facilities can be identified that only benefit new development. Examples include street improvements to avoid deficient levels of service or a sewer trunk line extension to a previously undeveloped area. This method is appropriate when planned facilities would not serve existing development. Under this method new development funds the expansion of facilities at the standards used for the master facility plan.

System Plan Method
This method calculates the fee based on the ratio of the value of existing facilities plus the cost of planned facilities divided by demand from existing plus new development:

Value of Existing Facilities + Cost of Planned Facilities = $/unit of demand Existing + New Development Demand This method is useful when planned facilities need to be analyzed as part of a system that benefits both existing and new development. It is difficult, for example, to allocate a new fire station solely to new development when that station will operate as part of an integrated system of fire stations that work together to achieve the desired level of service. Police substations, civic centers, and regional parks are examples of similar facilities.

The system plan method ensures that new development does not pay for existing deficiencies. Often, facility standards based on policies such as those found in General Plans are higher than existing facility standards. This method enables the calculation of the existing deficiency required to bring existing development up to the policy-based standard. The local agency must secure non-fee funding for that portion of planned facilities, required to correct the deficiency, to ensure that new development receives the level of service funded by the impact fee.

Calculating the Fee Schedule
At its simplest, the fee schedule uses the cost per unit of demand discussed in the last subsection to generate the fee schedule. This unit cost is multiplied by the demand associated with a new development project to calculate the fee for that project. The fee schedule uses different demand measures by land use category to provide a reasonable relationship between the type of development and the amount of the fee. We are familiar with a wide range of methods for identifying appropriate land use categories and demand measures depending on the particular study.

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Comprehensive User Fee Study and Development Impact Fee Study 7 Town of Apple Valley, California
Related Approach Issues
Funding and Financing Strategies
In our experience, one of the most common problems with impact fee programs and with many CIPs is that the program or plan is not financially constrained to anticipated revenues. The result is a “wish list” of projects that generate community expectations that often cannot be fulfilled. Our approach is to integrate the impact fee program into the local agency’s existing CIPs while encouraging those plans to be financially constrained to available resources. We clearly state the cost of correcting existing deficiencies, if any, to document the relationship between the fee program and the need for additional non-fee funding.

We can also address one of the most significant drawbacks of an impact fee program – the inability to support conventional public debt financing, so projects can be built before all fee revenues have been received. In collaboration with financial advisors and underwriters, we have developed specific underwriting criteria so that fees can be used to pay back borrowing if another source of credit exists. Typically, this approach involves the use of Certificates of Participation or revenue bonds that are calibrated so that they can be fully repaid using impact fee revenues.

Economic Development Concerns
The development community often is concerned that fees and other exactions will become too high for development to be financially feasible under current market conditions. Local agencies have several strategies to address this concern, including:
▪ Conducting an analysis of the total burden placed on development, by exactions, to see if feasibility may be compromised by the proposed fees;
▪ Gathering similar data on the total fee burden imposed by neighboring or competing jurisdictions; ▪ Developing a plan for phasing in the fees over several years to enable the real estate market to adjust; ▪ Providing options for developers to finance impact fees through assessments and other types of financing districts; and
▪ Imposing less than the maximum justified fee.

If less than the maximum justified fee is imposed, we will work with staff to identify alternative revenues sources for the CIP. The CIP should remain financially feasible to maintain realistic expectations among developers, policymakers, and the public.

Stakeholder Participation
Stakeholder participation throughout the study supports a successful adoption process. Our approach is to create consensus first around the need for facilities based on agreed upon facility standards. Second, we seek consensus around a feasible funding strategy for these needs, leading to an appropriate role for impact fees.

Gaining consensus among various groups requires a balanced discussion of both economic development and community service objectives. Often, our approach includes formation of an advisory committee to promote outreach to and input from the development community and other stakeholders. We have extensive experience facilitating meetings to explain the program and gain input.

Program Implementation
Fee programs require a certain level of administrative support for successful implementation. Our final report will include recommendations for appropriate procedures, such as:
▪ Regularly updating development forecasts;
▪ Regularly updating fees for capital project cost inflation; ▪ Regularly updating capital facility needs based on changing demands; ▪ Developing procedures for developer credits and reimbursements; and ▪ Including an administrative charge in the fee program.

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Comprehensive User Fee Study and Development Impact Fee Study 8 Town of Apple Valley, California

3. Relevant Experience
Firm Profile
Willdan Financial Services is an operating division within Willdan Group, Inc. (WGI), which was founded in 1964 as an engineering firm working with local governments. Today, WGI is a publicly traded company (WLDN). WGI, through its divisions, provides professional technical and consulting services that ensure the quality, value and security of our nation’s infrastructure, systems, facilities, and environment.

The firm has pursued two primary service objectives since its inception—ensuring the success of its clients and
enhancing its surrounding communities.

A financially stable company, Willdan has approximately 1,600 employees working in more than a dozen states
across the U.S. Our employees include a number of
nationally recognized Subject Matter Experts for all areas related to the broadest definition of connected
communities—seven of whom are committed to
contribute their expertise throughout the duration of the Town of Apple Valley’s Comprehensive User Fee Study
and Development Impact Fee Study engagement.

Willdan has solved economic, engineering and energy
challenges for local communities and delivered industryleading solutions that have transformed government and commerce. Today, we are leading our clients into a future accelerated by change in resources, infrastructure, technology, regulations, and industry trends.

Willdan Financial Services
Established on June 24, 1988, Willdan Financial Services, is a national firm and is one of the largest public sector economic and financial analysis consulting firms in the United States. Since that time, we have helped over 1,500 public agencies successfully address a broad range of infrastructure challenges.

Our staff of over 80 full-time employees support our clients by conducting year-round workshops and on-site training to assist them in keeping current with the latest developments in our areas of expertise.

Willdan assists local public agencies by providing the following services:

Willdan Financial Services
Services
▪ User fee studies;
▪ Cost allocation studies;
▪ Utility rate and cost of service studies;
▪ Real estate economic analysis;
▪ Feasibility studies;
▪ Municipal Advisory;
▪ Arbitrage and Continuing Disclosure Services;
▪ Economic development strategic plans;
▪ Development impact fee establishment and analysis;
▪ District Administration Services;
▪ Property tax audits;
▪ Tax increment finance district formation and
amendment;
▪ Housing development and implementation strategies;
▪ Debt issuance support; and
▪ Long-term financial plans and cash flow modeling.

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Comprehensive User Fee Study and Development Impact Fee Study 9 Town of Apple Valley, California
Firm Experience
Willdan has provided Development Impact Fee, User Fee, and Cost Allocation Plan services to municipal clients for 26 years; and has prepared comprehensive impact fee studies, user fee studies, as well as cost allocation plans, and OMB compliant cost allocation plans for clients throughout California, and the United States. Since 1998, we have developed the expertise to successfully integrate this service into the Financial Consulting Services group’s primary functions.

Willdan’s Financial Consulting Services staff has assisted well over 100 California government agencies with the development and/or update of all fee types. Each project has required defensible documentation and thorough coordination of fee program changes for different agency departments and stakeholders within the business community. In some cases, Willdan has been required to negotiate fees with stakeholders and, on occasion, defend them in meetings and public forums.

We are particularly strong in advising our clients on the advantages and disadvantages of different fee schedule structures (Townwide versus multiple-fee districts/zones; more versus fewer land-use categories; etc.) and methods of fee calculation that are based on the Town’s and stakeholder priorities and applicable regulations that comply with Propositions 26 and 218.

Our record of success within the industry provides assurance of the professionalism and capability we will bring to this engagement. A team composed of project managers and analysts develop and/or update user fee studies, cost allocation plans and development impact fees. Willdan has extensive experience with the range of fees charged in the region and the state, and the typical pros, cons, and challenges of each, both in implementation and management. Willdan will bring its expertise to the Town’s process of considering financial, practical and policy issues in deciding on its future fee program.

Firm Distinctiveness
Established in 1988, Willdan is a team of over 80 professionals who provide essential financial consulting services throughout California, and the United States. Willdan has provided the requested services to municipal clients for over two decades; and is the only firm providing these types of consulting services that also has a long history of providing contract staff support to public agencies for the delivery of municipal services. Willdan is the only firm providing these types of consulting services that also have a long history of providing contract staff support to public agencies for the delivery of municipal services. We are uniquely qualified to conduct the Town of Apple Valley study.

Staff Continuity
Mr. Fisher has been assigned to serve as the Town’s representative; he has been selected for this role due to his extensive experience, which includes the preparation and supervision of numerous fee studies, as well as his experience presenting to governing bodies, stakeholders, and industry groups.

Project Dedication
Willdan has assembled a project team of seven (7) subject matter experts within the Financial Consulting Services group, to conduct the Town of Apple Valley Fee Study engagement. This team has coordinated or participated in numerous public stakeholder and staff workshops regarding fees and cost of service-based charges. Willdan’s Financial Consulting Services group is composed of a team of over 30 senior-level professional consultants. While each member of the project team currently has work in progress with other clients, the workload is at a manageable level with sufficient capacity to meet the needs of the Town specific to the schedule and budget for this engagement.

Community Investment
Much of our success in developing impactful programs and studies is due to our experiences in meeting with citizen / stakeholder groups and elected officials. Our ability to explain technical information in a concise, understandable manner is a fundamental reason for our high degree of success. Willdan staff takes the time to include and inform the Community.

It is important to note that
Mr. Fisher has been with Willdan for 25
years, ensuring the Town of Apple Valley
of continuity and dedication in staffing
during the completion of the project.

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Comprehensive User Fee Study and Development Impact Fee Study 10 Town of Apple Valley, California
References
Below are recent project descriptions, including client contact information, that are similar in nature to those requested by the Town of Apple Valley engagement.

Combined Studies
City of Pismo Beach, CA
Development Impact Fee Study and Full & OMB Compliant Cost Allocation Plan, Comprehensive User Fee Study Willdan assisted the City of Pismo Beach with an update to their impact fee program. The program included the following facilities: police, fire protection, park and recreation improvements, water system improvements, wastewater, traffic, and general government/administrative facilities. This project was warranted due to the amount of time that had elapsed since the prior update, coupled with the adoption of new and revised public facility master plans that complemented the updated impact fees. Prior to fee program adoption, Willdan held a stakeholder meeting to inform the public about the project, and to solicit feedback from the development community.

Additionally, Willdan worked on a User Fee Study for the City. Willdan has reviewed and analyzed existing user fee programs and made recommendations for updates and/or new fees based on this review, our experience, and consultation with City Staff. We developed a comprehensive cost of service model and analysis model that will calculate the full cost of services for which fees are charged and serve as the basis for fee-setting discussions.

Client Contact: Nadia Feeser, Administrative Services Director 760 Mattie Road, Pismo Beach, CA 93449
Tel #: (805) 773-7010 | Email: [email protected]
City of San Marcos, CA
Comprehensive User Fee Study, Full & OMB Cost Allocation Plan, Indirect Cost Rate Proposals, Development Impact Fee Update
Willdan was engaged by the City of San Marcos to complete a full and OMB compliant cost allocation plan and preparation of Indirect Cost Rate proposals. Our primary objective for the cost allocation study was to ensure that general government costs were fairly and equitably allocated to appropriate programs and funds, which are based on tailored and well thought out allocation factors. Models were created, which contained all City personnel and expenditures broken down into the ICRP tables that are needed for a report; once approved individual ICRP’s will be created for each department individually.

The impact fee study centered upon the review and update of multiple fee categories, in addition to adding several new fee categories for the City. Willdan prepared the study and presented the results at several City Council workshops prior to a public hearing where the program was adopted in 2022.

Client Contact: Jeffrey Jorgenson, Accountant
3 Civic Center Drive, San Marcos, CA 92069
Tel #: (760) 744-1050, ext. 3123 | Email: [email protected] City of Murrieta, CA
Comprehensive User Fee Study, Full & OMB Cost Allocation Plan, & Development Impact Fee Study Willdan was engaged by the City of Murrieta to complete a full and OMB compliant cost allocation plan, comprehensive user fee study and development impact fee study. Our primary objective for the cost allocation study was to ensure that general government costs were fairly and equitably allocated to appropriate programs and funds, which are based on tailored and well thought out allocation factors. For the comprehensive user fee study, the primary objective was to ensure that fees for requested services were calculated to account for the full cost of providing the services, and set appropriately, given City policy and financial objectives.

For the impact fee study Willdan developed a technically defensible fee justification based on the reasonable relationship and deferential review standards; provided a schedule of maximum-justified fees by land use category; engaged stakeholders to facilitate public support for the impact fee; and provided comprehensive documentation of all assumptions, methodologies, and results, including findings required by the Mitigation Fee Act Client Contact: Stacey Stevenson, Administrative Services Director 1 Town Square, Murrieta, CA 92562
Tel #: (951) 461-6004 | Email: [email protected]

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User Fee Study
City of Burbank, CA
Comprehensive User Fee Study
In Spring of 2023 Willdan completed a comprehensive master user fee study for the City of Burbank. Burbank is a large, diverse city with a full range of municipal services. We worked with City staff to gather the necessary data to incorporate appropriate central service overhead factors from the City’s current Cost Allocation Plan into this analysis. Following this, we analyzed the current fee schedule, developed a detailed cost-of-service analysis, and calculated the full cost of providing services for which fees are charged. We also evaluated opportunities to implement new fees and eliminate obsolete ones. Finally, we conducted fee comparisons with other local municipal agencies and worked with City Staff to develop fee-setting recommendations that incorporated policy guidelines and presented these to the City Council for adoption.

Willdan updated many of the fee programs and their structures. Final master fee recommendations were made to address the City’s goal to maximize the recovery of the costs of providing services, to the best extent possible, including overhead. The final steps of the process included a detailed presentation to the City Council, and delivery to the City of the fee model for their future use.

Client Contact: Justin Hess, City Manager
275 E. Olive Avenue, Burbank, CA 91510
Tel #: (818) 238-5800| Email: [email protected]
City of Chino Hills, CA
Full Cost Allocation Plan and Comprehensive User Fee Study The City of Chino Hills engaged Willdan to complete a comprehensive Cost Allocation Plan and Comprehensive User Fee Study. Willdan staff met with City staff to verify the City’s objectives for the study, independently gathered most of the necessary data for the development of the CAP model and methodology and worked directly with City staff to gather additional detail or clarify information where necessary. We worked with City staff to understand the various functions served by indirect staff in various City departments, and which operating departments or funds they served. We worked directly with City staff to develop and verify allocation bases and make adjustments through several iterations of the CAP model, as necessary.

We developed a cost-of-service analysis and model that updated existing fees and incorporated new fees and used it to create an updated comprehensive fee schedule.

Willdan is currently providing an update to the User Fee Study and Cost Allocation Plan.

Client Contact: Christa Buhagiar, Finance Director
14000 City Center Drive, Chino Hills, CA 91709
Tel. #: (909) 364-2642 | Email: [email protected] City of Eastvale, CA
Comprehensive User Fee Study and Full & OMB Cost Allocation Plan Through competitive bid, the City of Eastvale engaged Willdan Financial Services to conduct a comprehensive study of the City’s user fees, as well as the preparation of a Full and OMB compliant Cost Allocation Plan.

Our primary objective for the cost allocation study was to ensure that general government costs are fairly and equitably allocated to appropriate programs and funds, based on tailored and well thought out allocation factors. The Cost Allocation Plan was also created to develop OMB compliant overhead allocations and indirect rates.

Willdan is currently wrapping up the Comprehensive User Fee Study. The Cost Allocation Plan and primary User Fee Study are complete. We are working with the City to incorporate some minor adjustments and conduct meetings with local stakeholder groups, Willdan developed the Cost Allocation Plan and model, reviewed and analyzed existing user fee programs, and working collaboratively with staff, made suggestions as necessary for additions to the City’s fee schedule for activities for which fees were not currently being charged.

Client Contact: Amanda Wells, Finance Director/ City Treasurer 12363 Limonite Ave. Suite 910, Eastvale, CA 91752 |
Tel #: (951) 703-4430 | Email: [email protected]

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Comprehensive User Fee Study and Development Impact Fee Study 12 Town of Apple Valley, California
Development Impact Fee Study
City of Moreno Valley, CA
Development Impact Fee Study
Willdan was retained to perform a comprehensive update the City’s impact fee program in 2020. The City’s fee program included a variety of impact fee categories including: arterial streets, traffic signals, interchanges, parks, recreation, fire, police, library, corporation yard, maintenance equipment, and animal shelter facilities. The nexus study justified fees that were significantly higher than the City’s current fees, partially because the fees had not been comprehensively updated in some time.

Willdan worked with City staff to recommend a phased approach to implementing the fees, so that the City could increase its fees on a regular schedule, so that developers could have certainty about what the fees would be in the near future Upon completion of the comprehensive update, Willdan was retained again to create a fee to fund workforce development facilities and a public arts impact fee, which were both adopted by the City in late 2022.

Client Contact: Michael Lloyd, PE, Public Works Director 14177 Frederick Street, Moreno Valley, CA 92553
Tel #: (951) 413-3100 | Email: [email protected]
County of Riverside, CA
Development Impact Fee Study
Willdan assisted the County of Riverside with an update of its comprehensive impact fee program in 2014. The fee categories were broad and diverse including countywide facilities such as jail detention facilities and county parks and trails; unincorporated only facilities such as fire stations and libraries; and County planning area specific facilities including storm drain and traffic improvements. Other facilities needed to be differentiated between the Eastern and Western portions of the County due to separation by distance, as well as varying level of facilities by region.

The process was lengthy, involving significant efforts to inform staff of methodological differences between the Willdan methodology and the methodology of the previous consultant.

Willdan was again selected in October 2019, through competitive bid, to update the County’s development impact fees for 2030 and is currently engaged in this effort.

Client Contact: Serena Chow, Administrative Services Manager II 4080 Lemon Street, Riverside, CA 92501
Tel #: (951) 955-6619 | Email: [email protected]
City of Fillmore, CA
Development Impact Fee Update
The City of Fillmore charges a wide range of development impact fees to new development. The City sought to comprehensively update its impact fee program for potential changes in demographics, growth projections, project costs and facility standards. The resulting fees funded new development’s share of planned facilities, while not overburdening development with unnecessary costs. Willdan developed a technically defensible fee justification based on the reasonable relationship and deferential review standards; provided a schedule of maximum-justified fees by land use category; engaged stakeholders to facilitate public support for the impact fee; and provided comprehensive documentation of all assumptions, methodologies, and results.

Client Contact: Kevin McSweeney, Planning and Community Development Director 250 Central Avenue, Fillmore, CA 93015
Tel #: (805) 834-1084 | Email: [email protected]

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Comprehensive User Fee Study and Development Impact Fee Study 13 Town of Apple Valley, California
Similar Studies
Listed in the table below, is an abbreviated list of the public agencies in which similar services are currently in progress, or have been completed, in the previous five years by the project team included within this submission.

Willdan Financial Services
5 Year Impact Fee and User Fee Study Experience
Agency Impact Fee Study User Fee Study
City of Alameda, CA ◆
City of Arroyo Grande, CA ◆ ◆
City of Arcadia, CA ◆
City of Atwater, CA ◆ ◆
City of Aurora, CO ◆
City of Bellflower, CA ◆ ◆
City of Belmont, CA ◆
City of Blythe, CA ◆
City of Brea, CA ◆ ◆
City of Capitola, CA ◆
City of Carpinteria, CA ◆
City of Cerritos, CA ◆
City of Chino Hills, CA ◆ ◆
City of Claremont, CA ◆
City of Commerce, CA ◆
City of Commerce City, CO ◆ ◆
City of Compton, CA ◆ ◆
City of Corona, CA ◆ ◆
City of Cudahy, CA ◆ ◆
City of Dinuba, CA ◆
City of El Centro, CA ◆
City of El Cerrito, CA ◆
City of El Monte, CA ◆ ◆
City of Emeryville, CA ◆
City of Encinitas, CA ◆
City of Fillmore, CA ◆ ◆
City of Fontana, CA ◆
City of Fountain Hills, AZ ◆
City of Fullerton, CA ◆
City of Fremont, CA ◆
City of Galt, CA ◆
City of Gilroy, CA ◆ ◆

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Comprehensive User Fee Study and Development Impact Fee Study 14 Town of Apple Valley, California
Willdan Financial Services
5 Year Impact Fee and User Fee Study Experience
Agency Impact Fee Study User Fee Study
City of Hayward, CA ◆ ◆
City of Hughson, CA ◆ ◆
City of Hollister, CA ◆ ◆
City of Indian Wells, CA ◆ ◆
City of Irvine, CA ◆ ◆
City of Irwindale, CA ◆ ◆
City of La Mesa, CA ◆
City of Laguna Hills, CA ◆ ◆
City of Lake Elsinore, CA ◆ ◆
City of Lindsay, CA ◆
City of Los Angeles, CA ◆
City of Los Banos, CA ◆
City of Lomita, CA ◆ ◆
City of Lynwood, CA ◆ ◆
City of McFarland, CA ◆
City of Manteca, CA ◆
City of Mission Viejo, CA ◆
City of Montebello, CA ◆
City of Morgan Hill, CA ◆
City of Mountain View, CA ◆
City of Murrieta, CA ◆ ◆
City of Napa, CA ◆
City of National City, CA ◆
City of Norco, CA ◆ ◆
City of North Port, FL ◆ ◆
City of Oroville, CA ◆
City of Palm Desert, CA ◆
City of Patterson, CA ◆
City of Petaluma, CA ◆ ◆
City of Pismo Beach, CA ◆ ◆
City of Pittsburg, CA ◆ ◆
City of Pomona, CA ◆ ◆
City of Rancho Mirage, CA ◆
City of Richmond, CA ◆ ◆
City of Rosemead, CA ◆ ◆

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Comprehensive User Fee Study and Development Impact Fee Study 15 Town of Apple Valley, California
Willdan Financial Services
5 Year Impact Fee and User Fee Study Experience
Agency Impact Fee Study User Fee Study
City of St. Helena, CA ◆ ◆
City of Salinas, CA ◆ ◆
City of San Bruno, CA ◆
City of San Fernando, CA ◆ ◆
City of San Jacinto, CA ◆ ◆
City of San Marcos, CA ◆ ◆
City of South San Francisco, CA ◆
City of Twenty-Nine Palms, CA ◆ ◆
City of Union City, CA ◆
City of Upland, CA ◆ ◆
City of Watsonville, CA ◆
City of West Hollywood, CA ◆
City of West Sacramento, CA ◆
City of Yucaipa, CA ◆
County of Mono, CA ◆
County of Riverside, CA ◆
County of Sacramento, CA ◆
County of San Benito, CA ◆ ◆
County of San Diego, CA ◆
County of Stanislaus, CA ◆
County of Tulare, CA ◆
Town of Loomis, CA ◆
Town of Los Altos Hills, CA ◆ ◆
Town of Paradise Valley, AZ ◆
Town of San Anselmo, CA ◆

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Comprehensive User Fee Study and Development Impact Fee Study 16 Town of Apple Valley, California

4. Project Manager / Applicable Staff
Our management and supervision of the project team is very simple: staff every position with experienced, capable personnel in sufficient numbers to deliver a superior product to the Town, on time and on budget. With that philosophy in mind, we have selected experienced professionals for this engagement. We are confident that our team possesses the depth of experience that will successfully fulfill your desired work performance.

Key Project Team
Town of Apple Valley Project Team
Key Team Member Project Role Responsibility to the Engagement Chris Fisher
Vice President/Director
Principal-in-Charge
▪ Ensure client satisfaction, flow of communication,
and oversight of the project
▪ Technical guidance;
▪ Project oversight;
▪ Quality assurance & control; and
▪ Meeting and presentation attendance.

Tony Thrasher
Principal Consultant
User Fee Study
Project Manager
▪ Task oversight;
▪ Model development;
▪ Produce key elements of the analyses;
▪ Responsible for project deliverables;
▪ Report preparation and evaluation; and
▪ Meeting and presentation attendance.

Priti Patel
Senior Financial Analyst
User Fee Study
Senior Analyst
▪ Collect, interpret, and analyze key data;
▪ Assistance with model development;
▪ Peer review; and
▪ Report preparation.

Samantha Labitan
Senior Analyst
User Fee Study
Analytical Support
▪ Collect, interpret, and analyze key data;
▪ Assistance with model development;
▪ Peer review; and
▪ Report preparation.

James Edison, JD, MPP
Managing Principal
Development Impact
Fee Study
Project Manager
▪ Ensure client satisfaction, flow of communication,
and management of the project;
▪ Technical guidance;
▪ Project oversight; and
▪ Quality assurance & control.

Carlos Villarreal, MPP
Principal Consultant
Development Impact
Fee Study
Lead Consultant
▪ Collect, interpret, and disseminate key data;
▪ Report preparation; and
▪ Meeting and presentation attendance
Robert Quaid
Principal Consultant
User Fee Study
Quality Assurance
▪ Third party reviewer; and
▪ Report evaluation.

Resumes
Resumes for Willdan’s project team are presented on the following pages.

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Comprehensive User Fee Study and Development Impact Fee Study 17 Town of Apple Valley, California
Education
San Francisco State
University, Bachelor
of Science, Finance
Areas of Expertise
Cost of Service
Analyses
Multi-disciplinary
Team Management
Special District
Formations
Client Presentations
Proposition 218
Affiliations
California Society of
Municipal Finance
Officers
Municipal
Management
Association of
Northern California
California Municipal
Treasurers
Association
25 Years’ Experience
Chris Fisher
Principal-in-Charge
Mr. Chris Fisher, Vice President / Director of Willdan’s Financial Consulting Services group, will serve as Technical Advisor for the Town of Apple Valley’s project. He will also share his extensive knowledge related to cost-of-service principles with members of the project team.

Mr. Fisher joined Willdan in April of 1999, and during that time has managed an array of financial consulting projects for public agencies in California, Arizona, Colorado, Texas, and Florida, coordinating the activities of resources within Willdan, as well as those from other firms working on these projects. He is one of the firm’s leading experts for special district financing related to public infrastructure, maintenance, and services, including public safety.

Related Experience
Mr. Fisher was, or is currently serving as, the technical advisor for the following select multi-disciplined cost of service fee studies (Cost Allocation Plan, User Fee Study, and Development Impact Fee Study) engagements; this is due to his extensive experience managing multi-disciplinary teams, his primary responsibilities include planning, overseeing, supporting, and coordinating the project team, and maintaining client contact and satisfaction through all phases of the studies. ▪ City of Arroyo Grande, CA ▪ City of Bellflower, CA
▪ City of Chino Hills, CA ▪ City of Compton, CA
▪ City of Cudahy, CA ▪ City of Fillmore, CA
▪ City of El Monte, CA ▪ City of Hayward, CA
▪ City of Hughson, CA ▪ City of Gilroy, CA
▪ City of Laguna Hills, CA ▪ City of Irwindale, CA
▪ City of Murrieta, CA ▪ City of Lake Elsinore, CA
▪ City of Pittsburg, CA ▪ City of Petaluma, CA
▪ City of Richmond, CA ▪ City of Pomona, CA
▪ City of Pismo Beach, CA ▪ City of St. Helena, CA
▪ City of San Bruno, CA ▪ City of San Fernando, CA
▪ City of San Jacinto, CA ▪ City of San Marcos
▪ City of Santa Paula, CA ▪ City of Twenty-Nine Palms, CA ▪ County of San Benito, CA ▪ Town of Los Altos Hills, CA City of West Hollywood, CA — Comprehensive User Fee Study and Cost Allocation Plan:

Mr. Fisher is the principal-in-charge for the City’s Comprehensive User Fee Study and Cost Allocation Plan engagement, managing the overall execution of the project, providing technical guidance and quality control.

City of Burbank, CA — Comprehensive Citywide User Fees and Charges Study: Mr. Fisher oversaw the City’s recently completed Citywide User Fees and Charges Study.

City of Pomona, CA – Master Fee Schedule Update: Mr. Fisher was the principal-in-charge for the City’s master fee schedule update and update of the development impact fees. Mr. Fisher provided quality control and served as the primary contact with the City.

City of Murrieta, CA — Cost Allocation & OMB Compliant Plan and Comprehensive User Fee Study: Mr. Fisher served as the project manager on the City’s fee study. The primary objective for the cost allocation study was to ensure that general government costs were fairly and equitably allocated to appropriate programs and funds. The City recently re-engaged Willdan to conduct an update to the Cost Allocation Plan and User Fee Study.

City of Irvine, CA — OMB Cost Allocation Plan and Comprehensive User Fee Study: Willdan completed a cost allocation plan and user fee study for the City of Irvine. Mr. Fisher managed and provided quality assurance to this project, ensuring the accuracy of the models, as well as the final reports. He also presented the results to the City’s Finance Commission and to the City Council.

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Comprehensive User Fee Study and Development Impact Fee Study 18 Town of Apple Valley, California
Education
Bachelor of Science
in Economics;
California State
Polytechnic
University, Pomona
Areas of Expertise
Cost Allocation
Plans
Fiscal Analysis for
User Fees and
Rates
District
Administration
Services
Utility Rate Studies
14 Years’ Experience
Tony Thrasher
Project Manager – User Fee Study
Due to his cost allocation and user fee analyses experience, Mr. Tony Thrasher has been selected to serve as Project Manager for the User Fee Study engagement. Mr. Thrasher is a Principal Consultant within the Financial Consulting Services group, whereby his responsibilities include managing projects and conducting fiscal analyses for cost allocation plans, user fees, and utility rate studies.

Mr. Thrasher’s prior employment was as a financial analyst working in bond, equity, and mortgagebacked security markets for Wells Fargo Bank, Bank of New York Mellon, and Deutsche Bank. His experience includes portfolio accounting, differential analysis, and forecasting.

Related Experience
City of West Hollywood, CA — Comprehensive User Fee Study and Cost Allocation Plan:

As the project manager for City’s Comprehensive User Fee Study and Cost Allocation Plan engagement, Mr. Thrasher is overseeing the project analysts and is heavily involved in the analysis, development of models, preparation of reports and delivery of results.

City of Burbank, CA — Comprehensive Citywide User Fees and Charges Study: Mr. Thrasher was the project manager for the City’s recently completed study, He directed the preparation of the model and reports and was responsible for the delivery of results to the City.

City of San Fernando, CA — Cost Allocation Plan and Comprehensive User Fee Study: Mr.

Thrasher was the project manager for the City’s cost allocation plan, OMB compliant plan and comprehensive user fee study engagement. Willdan has recently, through a competitive bid, been re-selected to update the cost allocation plan.

City of Chino Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study: Mr. Thrasher is the project manager for the City’s Cost Allocation Plan and Comprehensive User Fee Study. He is working directly with the City contact throughout the engagement.

City of Pomona, CA – Master Fee Schedule Update: Mr. Thrasher served as the project manager for the master fee schedule update portion of the City of Pomona’s engagement, which also included an update of the development impact fees. Mr. Thrasher was responsible for the development of models and reports and coordinating analytical support.

City of Irvine, CA — OMB Cost Allocation Plan and Comprehensive User Fee Study: Serving as the project’s analyst, Mr. Thrasher provided analytical support; and designed micro-level allocation models to ensure full-cost recovery for public safety, public works, community development, community services, and administrative departments.

City of Indian Wells, CA — User Fee Study: Mr. Thrasher served as the technical project manager for the City’s Administrative, Building, Planning and Public Works Departments. The study involved the identification of existing and potential new fees, fee schedule restructuring, data collection and analysis, orientation and consultation, quality control, communication and presentations, and calculation of individual service costs cost recovery levels.

City of Palm Desert, CA — Cost Allocation Plan and Comprehensive User Fee Study:

Mr. Thrasher is currently serving as the technical project manager for the City’s full cost allocation plan and user fee study. He is directly responsible for the creation of both models for the study, gathering and verification of the data, managing the analysts working to support him and presenting results to the City.

City of San Marcos, CA — Cost Allocation Plan, Indirect Cost Rate Proposals and Comprehensive User Fee Study: Mr. Thrasher is the project manager for the City of San Marcos’ full and OMB compliant cost allocation plan, preparation of Indirect Cost Rate proposals, and Comprehensive User Fee Study engagement. He is the primary in developing the model, which contains all City personnel and expenditures broken down into the ICRP tables.

City of Mission Viejo, CA — Cost Allocation Plan and User Fee Study: Mr. Thrasher was assigned to work with the City on this project, providing analytical support, gathering data, working with staff to make refinements, and developing cost allocation and fee models to ensure full-cost recovery for building and safety, planning, community development, and public works departments.

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Comprehensive User Fee Study and Development Impact Fee Study 19 Town of Apple Valley, California
Education
Bachelor of Arts;
Business
Management,
Information Systems
and
International
Business,
University of
Cincinnati
Areas of Expertise
Cost Allocation
Plans
User Fee Studies
Proposition 218
10 Years’ Experience
Priti Patel
Senior Analyst – User Fee Study
Ms. Priti Patel is a Senior Analyst within the Financial Consulting Services group, whereby she supports project managers in conducting utility rate analyses, fee studies, cost allocation plans, monitoring Proposition 218 compliance, and forming special districts.

Coordinating and conducting activities associated with Cost Allocation Plans and User Fee Studies, including database integration and manipulation, revenue and expenditure analyses, and documentation preparation are just some of Ms. Patel’s duties. With these duties, she interacts with clients on a regular basis.

Ms. Patel joined Willdan as an analyst with the District Administration Group, while with DAS she performed research and analysis needed for local government financial issues related to district administration, including document data entry and updating, database management, research and report preparation. She also provided general information on questions pertaining to Assessment Districts and special taxes (such as Mello-Roos Pools), as well as the status of property delinquencies.

Related Experience
City of West Hollywood, CA — Comprehensive User Fee Study and Cost Allocation Plan:

Ms. Patel is serving as the primary financial analyst for City of West Hollywood’s Fee Study engagement. Ms. Patel has been instrumental in collecting the necessary data and collaborating with the City and Willdan senior project team members in conducting the study, including development of the model, researching similar fees in comparable cities and preparation of reports.

City of Burbank, CA — Comprehensive Citywide User Fees and Charges Study: Ms. Patel provided analytical support and gathered budget and allocation basis data for this engagement. She also assisted in the development of the financial model.

City of San Fernando, CA — Cost Allocation Plan and Comprehensive User Fee Study: Ms. Patel provided support to senior team members in the preparation of the cost allocation plan, OMB compliant plan and comprehensive user fee study engagement.

City of Laguna Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study: Ms. Patel provided analytical support in the preparation of a full cost allocation plan and fee study for the development of a master list of fees.

City of Chino Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study: Providing analytical support in the preparation of a cost allocation plan and comprehensive fee study, Ms. Patel worked to identify and take into account direct and indirect costs, along with changes in staffing, structure, and service delivery methods. She is also assisting in the preparation of user-friendly Excelbased models that City staff can easily update in the future to determine the proper allocation of expenditures and ongoing full cost of City-provided services.

City of Fillmore, CA — Full Cost Allocation Plan and User Fee Study: Ms. Patel helped develop a cost allocation plan and model that fully allocated central overhead costs to appropriate operating departments, funds, and/or programs. She assisted in the completion of the model and report and worked directly with senior staff on their feedback and revisions.

City of National City, CA — Cost Allocation Plan, OMB Compliant Cost Allocation Plan, User Fee Study, and ISF Allocation Study: Ms. Patel provided analytical support in the preparation of this study, her primary duties included development of the models, finalizing model figures and results, and generating reports.

City of Yucaipa, CA — Cost Allocation Plan and Comprehensive User Fee Study: Provided analytical support in the preparation of a Cost Allocation Plan and OMB compliant cost allocation plan and comprehensive fee study for the development of a master list of fees. Ms. Patel worked to identify and take into account direct and indirect costs, along with changes in staffing, structure, and service delivery methods.

City of Pittsburg, CA — Cost Allocation Plan and User Fee Study: Ms. Patel was assigned to provide assistance to senior project team members on the City of Pittsburg Cost Allocation Plan and User Fee Study engagement. She will be a technical lead for the gathering of data, creation of the models and preparation of study reports and presentations. The City hired Willdan for the original study, and for two subsequent updates.

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Comprehensive User Fee Study and Development Impact Fee Study 20 Town of Apple Valley, California
Samantha Labitan
Analytical Support – User Fee Study
Ms. Samantha Labitan is a Senior Analyst within Willdan’s Financial Consulting and District Administration Services groups. Ms. Labitan provides analytical support under the guidance of the project team. Her primary function is to support project managers and senior analysts with cost allocation plans and user fee studies. She specializes in analysis for a variety of clients, including cities, water districts, public utilities, and school districts.

She regularly speaks with individuals representing title companies, real estate agencies, and appraisal firms, together with staff from cities and counties. Willdan’s proprietary computer system allows him to readily access the owner’s name, the Assessor’s Parcel Number, existing and future taxes or assessments, and more; thus, enabling expedient service. Community Facilities Districts, Local Improvement Districts, Landscape and Lighting Districts, and County Service Areas are some of the special districts she administers.

Select Relevant Experience
City of Gilroy, CA — Cost Allocation Plan and Comprehensive User Fee Study: Ms. Labitan worked on the team for the City’s fee study project, providing analytical support, gathering data, working with staff to make refinements, and developing cost allocation and fee models to ensure fullcost recovery for building and safety, planning, community development, and public works departments.

City of Los Banos, CA — Full & OMB Compliant Cost Allocation Plan and Comprehensive User Fee Study: Ms. Labitan provided analytical support to the project team for the City’s comprehensive fee study, full and OMB compliant cost allocation plan.

City of Richmond, CA — Cost Allocation Plan & User Fee Study: As analytical support, Ms.

Labitan provided assistance to the project team. Primary duties included gathering and verifying necessary data, finalizing model figures and generating reports.

City of Pismo Beach, CA — Comprehensive User Fee Study: Ms. Labitan is currently serving in the capacity of assistant analyst for the City’s comprehensive fee study.

City of Lynwood, CA — Cost Allocation Plan & OMB Compliant Cost Allocation Plan and User Fee Study: Ms. Labitan provided support to the project team specific to the preparation of a comprehensive fee study, full and OMB compliant cost allocation plan. Ms. Labitan worked in tandem with the project managers to identify and account for direct and indirect costs, along with changes in staffing, structure, and service delivery methods. The City has recently hired Willdan to conduct updated studies.

City of West Hollywood, CA — Cost Allocation Plan and Comprehensive User Fee Study: For this project, Ms. Labitan provided analytical support. Primary duties include gathering and verifying necessary data, finalizing model figures and generating reports.

City of San Fernando, CA — Cost Allocation Plan and Comprehensive User Fee Study:

Ms. Labitan is currently providing support to senior team members in the preparation of a cost allocation plan, OMB compliant plan and comprehensive user fee study.

City of Blythe, CA — Full and OMB Compliant Cost Allocation Plan: Ms. Labitan served as the analyst in the preparation of a full and OMB compliant cost allocation plan, for the City of Blythe engagement.

City of El Centro, CA — Full & OMB Compliant Cost Allocation Plan and User Fee Study:

Ms. Labitan served as the analyst in the preparation of a full & OMB compliant Cost Allocation Plan and Comprehensive User Fee Study, for the City of El Centro engagement.

City of Goleta, CA — Cost Allocation Plan, OMB Compliant Plan, and Comprehensive User Fee Study: Ms. Labitan provided analytical support to the project team for the City’s comprehensive fee study, full and OMB compliant cost allocation plan.

City of Brighton, CO — Cost Allocation & OMB Compliant Plan: Ms. Labitan is providing analytical support for the City’s cost allocation plan.

Education
University of
California, Santa
Barbara
Bachelor of Arts,
Mathematics
Areas of Expertise
Cost Allocation Plans
User Fee Studies
Benefit/Maintenance
Assessment Districts
Community Facilities
Districts
Local Improvement
Districts
7 Years’ Experience

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Comprehensive User Fee Study and Development Impact Fee Study 21 Town of Apple Valley, California
Education
Juris Doctorate,
Boalt Hall School
of Law, University
of California,
Berkeley
Master of Public
Policy, Richard and
Rhoda Goldman
School of Public
Policy, University of
California, Berkeley
Bachelor of Arts,
magna cum laude,
Harvard University
Professional
Registrations
Member of State Bar,
California
Affiliations
Council of
Development
Finance Agencies
CFA Society of
San Francisco
Congress for the
New Urbanism
Urban Land Institute
Seaside Institute
International
Economic
Development Council
25 Years’ Experience
James Edison, JD, MPP
Project Manager – Development Impact Fee Study
Mr. James Edison, a Willdan Financial Services Managing Principal, specializes in the nexus between public and private, with expertise in public-private partnerships, and the benefits of economic development to municipalities and state, provincial, regional, and national governments. He possesses deep expertise in land use economics, with a specialty in finance and implementation, including fiscal impact and the public and private financing of infrastructure and development projects, both in the U.S. and internationally. Mr. Edison’s public-sector experience includes local and regional economic impact studies; fiscal impact evaluations; new government formation strategies; and the creation of impact fees, assessments, and special taxes to fund infrastructure and public facilities. He has conducted numerous evaluations of the economic and fiscal impact of specific plans and consulted on a wide variety of land use planning topics related to community revitalization and the economic and fiscal impacts of development.

As a former bond attorney, Mr. Edison understands the legal underpinnings and technical requirements of public financing instruments and has advised both public and private clients on the use of individual instruments, and the interaction between those instruments and the needs of developers and project finance.

Related Experience
County of Riverside, CA – Comprehensive Impact Fee Update: Mr. Edison led the effort to establish a comprehensive fee program for the County, including facilities fees for fire, police, parks, criminal justice, libraries, and traffic. He prepared the technical and analytical documents necessary to calculate the fee and establish the necessary nexus to collect it, as well as presented the fees during public hearings to the County Board of Supervisors. Mr. Edison is the project manager on the County’s current impact fee update.

City of Fillmore, CA – North Fillmore Specific Plan Nexus Study: Mr. Edison is currently assisting the City with an analysis of development impact fees needed to finance public facilities necessary for the development of the North Filmore Specific Plan. Public facilities included in this analysis include water, sewer systems, recycled water, and streets.

City of Moreno Valley, CA – Comprehensive Development Impact Fee Study: Mr. Edison was the principal-in-charge for the City’s comprehensive impact update. Fee categories included arterial streets, traffic signals, interchanges, parks, recreation, fire, police, library, corporation yard, maintenance equipment, and animal shelter facilities.

City of Murrieta, CA – Master Facilities Plan and Development Impact Fee Calculation Report Update: Mr. Edison served as the principal-in-charge of the City’s study to update their Master Facilities Plan and Development Impact Fee Calculation Report, to ensure that new development pays the capital costs associated with growth.

City of Pismo Beach, CA – Development Impact Fee Update: Mr. Edison served in the role of principal-in-charge of an update to the City’s impact fee program. The program included the following facilities: police, fire protection, park and recreation improvements, water system improvements, wastewater, traffic, and general government/administrative facilities. Prior to fee program adoption, a stakeholder meeting was held to inform the public about the project, and to solicit feedback from the development community.

City of Fremont, CA – Comprehensive Impact Fee Update: Mr. Edison led the Willdan team in the successful update of the impact fee programs for the City of Fremont. The effort included an update of the City’s transportation impact fee program and capital improvement program.

City of Manteca, CA – Fire Impact Fee Update: Mr. Edison served in the capacity of project manager for the update of the City’s fire services impact fee program.

City of Pacifica, CA – Park Fee Update: Mr. Edison served as the City’s project manager to update their park fee to include new costs and to impose fees for home expansion/remodels, in addition to new development.

City of Santa Clara, CA – Parks Fee Update: Mr. Edison served as principal-in-charge of the City’s park impact fee update. This project included a demographic analysis and estimation of the cost of acquiring and improving public park land.

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Comprehensive User Fee Study and Development Impact Fee Study 22 Town of Apple Valley, California
Education
Master of Public
Policy, Richard and
Rhoda Goldman
School of Public
Policy, University of
California, Berkeley
Bachelor of Arts,
Geography,
University of
California, Los
Angeles; Minor in
Public Policy and
Urban Planning
Areas of Expertise
Fiscal Impact
Analyses
Development Impact
Fees
Public Facilities
Financing Plans
GIS Analysis
18 Years’
Experience
Carlos Villarreal, MPP
Lead Consultant – Development Impact Fee Study
Mr. Villarreal is a Principal Consultant in the Financial Consulting Services group of Willdan Financial Services. He is proposed to serve in the role of lead analyst for the City of Apple Valley’s engagement due to his experience documenting nexus findings for development impact fees, preparing capital improvement plans, facilitating stakeholder involvement, and analyzing the economic impacts of fee programs. He has supported adoption of fee programs funding a variety of facility types, including, but not limited to transportation, parks, library, fire, law enforcement, and utilities.

Related Experience
City of Upland, CA – Impact Fee Study Update: Conducted a study to update the City’s impact fee program, including general government, regional transportation, water, sewer, storm drain and park fees. Traffic fees were established within the San Bernardino Associated Governments’ (SANBAG) guidelines to provide a local funding source for improvements of regional significance.

City of Moreno Valley, CA – Comprehensive Development Impact Fee Study: Mr. Villarreal served as the project manager for the City’s comprehensive impact update. Fee categories included arterial streets, traffic signals, interchanges, parks, recreation, fire, police, library, corporation yard, maintenance equipment, and animal shelter facilities. In 2022 the City added a public arts fee and workforce development facility fee.

County of Riverside, CA – Comprehensive Impact Fee Update: Mr. Villarreal served as the lead analyst in the effort to establish a comprehensive fee program for the County, including facilities fees for fire, police, parks, criminal justice, libraries, and traffic. He assisted in the preparation of the technical and analytical documents necessary to calculate the fee and establish the necessary nexus.

Mr. Villarreal is once again serving on the project team to update the County’s impact fees.

City of Carpinteria, CA – Development Impact Fee Update: Mr. Villarreal served in the role of lead analyst to update the City of Carpinteria’s impact fees, which included highways and bridges, streets and thoroughfares, traffic control, parking, storm drain, general government, aquatic, park and recreation, and open space. The City has engaged Willdan again to update their impact fees and Mr.

Villarreal is serving in the role of project manager.

City of McFarland, CA – Impact Fee Study Update: Mr. Villarreal served as project manager updating the City’s development impact fee program. The study comprehensively updated the City’s fee program, incorporating new facility master planning and infrastructure costs necessary to facilitate expected development in the City through 2040. The fees were adopted by the City Council in 2020.

City of Pismo Beach, CA – Development Impact Fee Update: Mr. Villarreal served in the role of project manager for the City’s impact fee project. The program included: police, fire protection, park and recreation improvements, water system improvements, wastewater, traffic, and general government/administrative facilities. Prior to fee program adoption, a stakeholder meeting was held to inform the public about the project, and to solicit feedback from the development community.

County of Stanislaus, CA – Impact Fee Study Update: Mr. Villarreal served in the role of project manager for a study updating the County’s existing impact fee program. The program includes a range of facilities, like public protection, library, and parks. The study also included a transportation facilities impact fee, with different fees calculated for two zones in the County. Considerable stakeholder outreach was an integral component of this project.

City of Oroville, CA – Impact Fee Study Update: Mr. Villarreal served as project manager for a study updating the City’s development impact fee program, including parks, law enforcement, general government, fire suppression, and traffic facilities. The fee program was adopted by the City Council in 2015. The City has engaged Willdan again to update the 2015 study, and Mr. Villarreal served in the role of project manager.

City of Santa Clara, CA – Parks Fee Update: As assistant project manager to Mr. Edison, Mr.

Villarreal collected the necessary data to update the City’s park impact fee. This project included a demographic analysis and estimation of the cost of acquiring and improving public park land.

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Comprehensive User Fee Study and Development Impact Fee Study 23 Town of Apple Valley, California
Education
Bachelor of
Science, University
of Southern
California
Areas of Expertise
Fiscal Analysis for
User Fees and
Rates
Cost Allocation
Plans
Acquisition Audit
Services
Statutory Financial
Reporting
Fund Audits
Quality Review of
Community
Facilities, Lighting
& Landscaping, and
Assessment
Districts
Affiliations
California Society
of Municipal
Finance Officers
California Society
of CPAs
40 Years’
Experience
Robert Quaid
Quality Assurance – Cost Allocation Plan and User Fee Study With his 40 years of extensive experience in public financing, Mr. Robert Quaid has been selected to provide quality assurance/quality control in the role of technical advisor. In his position as a Principal Consultant at Willdan, Mr. Quaid provides project management, procedural support, technical support, and quality review for Willdan’s District Administration group, as well as the Financial Services Consulting group specific to cost allocation plans, user fee studies, and special financial analysis.

Prior to joining Willdan, Mr. Quaid worked in the private industry of real estate accounting and finance.

He began his career with the public accounting firm formerly known as Haskins & Sells (currently known as “Deloitte & Touche”). His experience includes financial statement analyses, asset administration, computer conversion, and reporting to the Securities and Exchange Commission for several public real estate partnerships. In 1979, Mr. Quaid became a licensed California CPA.

Related Experience
Cities of Fontana, Gardena and Hawthorne, CA — Cost Allocation Plan Projects: For each of these cities, Mr. Quaid served in the role of task manager for the development of an OMB A-87 compliant cost allocation plan model using Microsoft Excel. He was responsible for the preparation of the cost allocation plan report and trained City staff on how to use the cost allocation model.

City of Rialto, CA — Comprehensive User Fee Study: Project manager for the Comprehensive User Fee Study to develop a user fee model in Microsoft Excel and update fees for Planning, Engineering, Building, Public Works, Recreation, Police, Fire, City Clerk, Treasurer and Finance.

City of Cathedral City, CA — Comprehensive User Fee Study: Mr. Quaid served as project manager for a user fee study that required updating fees for Planning, Engineering, Building, Police, Fire, City Clerk, and Finance.

Mr. Quaid has provided Quality Assurance and Quality Control to multiple clients. Provided below are a few examples of clients in which services have been provided in the previous three years. ▪ City of Arcadia, CA
▪ City of Aurora, CO
▪ City of Cerritos, CA
▪ City of Claremont, CA
▪ City of Coalinga, CA
▪ City of DeSoto, TX
▪ City of El Cerrito, CA
▪ City of Fillmore, CA
▪ City of Galt, CA
▪ City of Hayward, CA
▪ City of Indian Wells, CA
▪ City of Missouri City, TX
▪ City of Monterey, CA
▪ City of Petaluma, CA
▪ City of Pomona, CA
▪ City of Richmond, CA
▪ City of Rocklin, CA
▪ City of St. Helena, CA
▪ County of San Benito, CA
▪ City of San Bruno, CA
▪ City of Salinas, CA
▪ City of Union City, CA
▪ City of Watsonville, CA
▪ City of Yucaipa, CA

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Comprehensive User Fee Study and Development Impact Fee Study 24 Town of Apple Valley, California

5. Proposed Scope of Services
Work Plans
Our proposed work plan, described in detail by task, is provided below. We explain how each task will be accomplished and identify associated meetings and deliverables. We want to ensure our scopes provides quality and clarity and is responsive to the Town’s needs and specific local circumstances. We will work in concert with the Town to adjust the scopes as needed during the course of the study.

Comprehensive User Fee Study
Task 1: Initial Document Request
Objective: Initial due diligence; obtain study-related data.

Deliverables: Willdan: Submit information request to Town.

Town: Provide requested data to Willdan (prior to Task 3, Kick-off Meeting/Refine Scope). We will follow up with the Town to confirm receipt of requested data and information and highlight data elements that are outstanding.

Task 2: Compile Inventory of Current and Potential Fees Objective: Willdan will identify a schedule of fees and methodology for calculating the fees.

Meetings: It is possible that a conference call with the Town may be necessary to discuss new fees to implement or existing fees that may no longer be required.

Deliverables: Willdan: One (1) draft list of current fees based on initial data provided (to be discussed and finalized during the kick-off call).

Town: Review completed fee schedule with comments/revisions to be discussed during the kick-off meeting.

Meetings: One (1) project kick-off call to initiate the entire project, discuss data needs, and address policy objectives.

Deliverables: Willdan: 1) Revised project scope and schedule (if needed); and 2) brief summary of policy decisions (if needed).

Town: 1) Provide further data needs; and 2) determine/introduce Town’s project manager.

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Comprehensive User Fee Study and Development Impact Fee Study 25 Town of Apple Valley, California
Task 4: Develop Comprehensive User Fee Model/Incorporate Overhead Factors Objective: Develop and test model.

Furthermore, the fees and rates charged to customers will also reflect the cost of the services being provided, to the extent possible given policy and/or political considerations.

Task 5: Staff Interviews and On-site Information Gathering Objective: Meet with Town staff to complete Time Surveys and understand service delivery processes.

We use these tools very successfully and found them to be highly effective and efficient, particularly for follow-up questions and/or discussions.

Deliverables: Willdan and Town: Time surveys and draft full cost recovery fees.

Task 6: Data Analysis and Final User Fee Schedule
Objective: Incorporate information obtained from on-site surveys to fully develop model.

We will calculate and present the full cost recovery level for fees, both current and projected under the new fees, and revenue projections, given certain assumptions about the levels of subsidy for different fees.

In developing the fee schedules for each division, we will make recommendations for new fees where appropriate, based on our experience with other cities.

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Comprehensive User Fee Study and Development Impact Fee Study 26 Town of Apple Valley, California
Some areas for new fees may be due to changes in law (legalized cannabis), or for activities that the Town finds itself performing regularly, but for which no fee is collected.

Meetings: One (1) meeting, as necessary, to gather additional input, complete analysis and finalize fee schedule.

Please see the note in Task 5 regarding in-person meetings.

Deliverables: Final user fee model for Town Council presentation and discussion.

Description: We will access and use our knowledge of other jurisdictions to benchmark the Town’s five (5) most common visible fees or highest yielding fees with comparable jurisdictions.

Deliverables: Willdan: Recommendations provided in Task 8 will incorporate the data gathered during our examination.

Task 8: Prepare and Present Draft Report
Objective: Prepare draft report.

The draft report will include the following:
▪ Key results and findings;
▪ The scope and approach for the analysis completed and presented in the report; ▪ Basic descriptions of each service;
▪ The full cost of each service at lowest reasonable activity level and current cost recovery levels; ▪ Costs broken down graphically into indirect and direct components, with a graphic display of the level of cost recovery;
▪ Current and proposed fee recommendations with associate levels of cost recovery; ▪ Projections of potential fee revenue and revenue impacts; ▪ Assessment of reasonableness of each Town’s costs;
▪ Fee comparisons from Task 7;
▪ Review of reasonableness of current consultant cost structure (for Building Division services); ▪ As appropriate, recommend alternative methodologies for building permit fee calculation; and ▪ Summary and recommendations.

The objective of the report is to communicate the recommendation of appropriate fees, which include the appropriate subsidy percentage for those fees where full cost recovery may be unrealistic.

Meetings: One (1) conference call with Town staff, to present draft results, address questions, and receive feedback.

Deliverables: Willdan: Draft report for Town review and comment.

Town: Review of draft report, with comments and edits.

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Task 9: Revise Draft Report/Determine Cost Recovery Levels for Recommended Adoption Objective: Review of draft report and fee model.

Comments usually revolve around issues of:
▪ Understandability;
▪ Fairness to applicants;
▪ Ease of calculation;
▪ Appropriate levels of cost recovery; and
▪ Full cost recovery hourly rates.

When adjusting fee recovery levels, we believe it is important to address these concerns.

Following one (1) round of comments and feedback from Town staff on the draft report, we will prepare the final report for presentation to the Town Council.

Meetings: One (1) online demonstration (WebEx) to review the report and model, with any revisions.

Deliverables: Draft report, revised draft /final report.

Task 10: Prepare and Present Final Report/Instruct Staff on Model Objective: Prepare and present final report to Town Council. Instruct staff on the operation and use of the model for future modifications.

Description: This task is the culmination of the entire project. Based on staff comments received regarding the draft report, we will prepare the final report for presentation.

Development Impact Fee Study
Willdan will work with the Town to update its impact fees consistent with the Mitigation Fee Act and other relevant laws.

We want to ensure that our scope of services is responsive to the Town’s needs and specific local circumstances.

Task 1: Identify Policy Issues
Objective: Identify and discuss potential policy issues raised by the study. Kick-off meeting with staff to review data needs, policy issues, schedule and discuss potential additional fee categories.

Description: Review agency documents related to existing capital planning policies and funding programs including existing impact fees. Bring policy issues to Town staff’s attention, as appropriate, during the project and seek guidance prior to proceeding. Potential policy issues include:
▪ Changes in implementation resulting from AB 602;

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Comprehensive User Fee Study and Development Impact Fee Study 28 Town of Apple Valley, California
▪ Changes in approach and nexus findings necessary to comply with AB 602; ▪ Potential new impact fees for consideration (based on comparable jurisdictions and statewide best practices);
▪ Adequacy of General Plan and other public facility planning policies (e.g., level of service standards); impact fee ordinances and resolutions, and prior nexus studies; ▪ Availability of existing public facility master plans and CIPs to identify needed facilities; ▪ Types of facilities to be funded by each fee;
▪ Land use categories for imposition of fees;
▪ Nexus approach to determining facility standards;
▪ Nexus approach to allocating cost burden among land uses, including need for separate fee zones; ▪ Potential alternative funding sources, if needed;
▪ Funding existing deficiencies, if identified; and
▪ Implementation concerns and strategies.

Deliverables: (1) Information requests; and (2) revised project scope and schedule (if needed).

Consult with Town staff to identify growth projections to a defined long-range planning horizon (10 to 30 years). Projections provide a basis for determining the facilities needed to accommodate growth (see Task 4). Consider projections from regional metropolitan planning agencies and other available sources - Town staff to provide estimates and projections by zone if needed.

Changes to estimates and projections during subsequent tasks could cause unanticipated effort and require an amendment to the scope of services and budget. Obtain approval of estimates and projections from Town staff prior to proceeding.

Task 3: Determine Facility Standards
Note: Conduct Tasks 3, 4, and 5 separately for each intended facility and fee type. Conduct tasks concurrently because of the effect of facility standards (Task 3), facility needs (Task 4), and alternative funding (Task 5) on the fee calculation.

Objective: Determine standards to identify facilities required to accommodate growth.

Willdan will work with the Town to identify additional costs that might be eligible for funding by the DIF.

Task 4: Determine Facilities Needs and Costs
Objective: Identify the type, amount and cost of facilities required to accommodate growth and correct deficiencies, if any.

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Description: Quantify total planned facilities based on growth projection from Task 2 and facility standards from Task 3.

Express planned facilities in general quantities such as acres of parkland, or as a specific list of capital projects from a master facility plan.