Agenda packet — Apple Valley City Council, September 23, 2025 (part 2 of 2)

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Note: Mark-ups are Not Allowed ☒ Subconsultant ☐ 2nd Tier Subconsultant Consultant
Project No. Date August 25, 2025

DIRECT LABOR
Hours Actual Hourly Rate Total
Project Manager/Resident Engineer* 4920 130.64 $ $ 642,748.80 Structure Representative* 1040 153.02 $ $ 159,140.80
Structure/Roadway Inspector** 3760 74.48 $ $ 280,045.72 Roadway/Utility Inspector** 2400 82.00 $ $ 196,800.00
Office Engineer* 4920 74.49 $ $ 366,490.80
Biological Monitor 116 68.03 $ $ 7,891.48
CPM Scheduler 264 96.78 $ $ 25,549.92

LABOR COSTS
a) Subtotal Direct Labor Costs $ 1,678,667.52
b) Anticipated Salary Increases (see page 2 for calculation) 35,478.64 $ c) TOTAL DIRECT LABOR COSTS $ 1,714,146.16

INDIRECT COSTS
d) Fringe Benefits (Rate: 0.00% - $
f) Overhead (Rate: 85.67% 1,468,509.02 $
h) General and Administrative (Rate: 0.00% - $
$ 1,468,509.02
q) FIXED FEE 10.00% k) TOTAL FIXED FEE [(c) + (j)] $ 318,265.52 l) CONSULTANT’S OTHER DIRECT COSTS (ODC) – ITEMIZE (Add additional pages if necessary) Unit Unit Cost Total
Hours $ 10.00 $ 171,000.00
LS $ 3,000.00 $ 3,000.00
Hours $ 1.10 $ 6,776.00
LS $ 361,556.00 $ 361,556.00
$ - $ -
$ - $ -
$ 542,332.00
m) SUBCONSULTANTS’ COSTS (Add additional pages if necessary) $ 210,782.38
$ 151,260.03
$ 312,266.47
$ 854,855.74
$ 262,885.35
$ 1,792,049.97
$ 2,334,381.97
$ 5,835,302.67
) e) Total Fringe Benefits [(c) x (d)]
) i) Gen & Admin [(c) x (h)]
) g) Overhead [(c) x (f)]
m) TOTAL SUBCONSULTANTS’ COSTS
Training 6160
Description of Item Quantity
Vehicle Charge per Labor Hour 17100
Office/Safety Supplies 1
Travel (Per Diem per GSA rates, flights, airport parking) 1 TOTAL COST [(c) + (j) + (k) + (n)]
j) TOTAL INDIRECT COSTS [(e) + (g) + (i)]
l) TOTAL OTHER DIRECT COSTS
Payam Ferdowsi
EXHIBIT 10-H1 COST PROPOSAL Page 1 of 3

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS (DESIGN, ENGINEERING AND ENVIRONMENTAL STUDIES)
Classification/Title Name
Parsons Transportation Group, Inc.

Prime Consultant
Construction Management Services
Town of Apple Valley
BRLS-5453(018) - BEAR VALLEY BRIDGE OVER THE MOJAVE RIVER, BRIDGE NUMBER 54C-0086
Richard Hebert, PE
Shawn Marscheider
Buster Anderson
Christina Wong, EIT
Arianne Preite
Serge Sinevod, PE
n) TOTAL OTHER DIRECT COSTS INCLUDING SUBCONSULTANTS [(l)+(m)] NOTES:

1. Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (**). All costs must comply with the Federal cost principles. Subconsultants will provide their own cost proposals.

2. The cost proposal format shall not be amended. Indirect cost rates shall be updated on an annual basis in accordance with the consultant’s annual accounting period and established by a cognizant agency or accepted by Caltrans.

3. Anticipated salary increases calculation (page 2) must accompany.

Subconsultant 1:

Subconsultant 2:

Subconsultant 3:

Subconsultant 4:

Subconsultant 5:

Twining, Inc
PSOMAS
Dynamic Engineering Services, Inc.

Fountainhead Consulting Corporation
ZT Consulting Group, Inc.

Page 125 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal

1. Calculate Average Hourly Rate for 1st year of the contract (Direct Labor Subtotal divided by total hours) Avg Hourly 5 Year Contract
Rate Duration
$ 1,678,667.52 = $ 96.36 Year 1 Avg Hourly Rate
Avg Hourly Rate
Year 1 $ 96.36 + = $ 96.36 Year 2 Avg Hourly Rate
Year 2 $ 96.36 + = $ 99.26 Year 3 Avg Hourly Rate
Year 3 $ 99.26 + = $ 102.23 Year 4 Avg Hourly Rate
Year 4 $ 102.23 + = $ 105.30 Year 5 Avg Hourly Rate
Total Hours
per Year
Year 1 5.00% * = $ 871.00 Estimated Hours Year 1
Year 2 40.00% * = $ 6,968.00 Estimated Hours Year 2
Year 3 40.00% * = $ 6,968.00 Estimated Hours Year 3
Year 4 15.00% * = $ 2,613.00 Estimated Hours Year 4
Year 5 0.00% * = $ - Estimated Hours Year 5
Total 100% = $ 17,420.00
Year 1 $ 96.36 *= $ 83,933.38 Estimated Hours Year 1
Year 2 $ 96.36 *= $ 671,467.01 Estimated Hours Year 2
Year 3 $ 99.26 *= $ 691,611.02 Estimated Hours Year 3
Year 4 $ 102.23 *= $ 267,134.76 Estimated Hours Year 4
Year 5 $ 105.30 *= $ - Estimated Hours Year 5
= $ 1,714,146.16
= $ 1,678,667.52
= $ 35,478.64 Transfer to Page 1

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS EXHIBIT 10-H1 COST PROPOSAL Page 2 of 3
6968.0
2613.0

0.0 Direct Labor Subtotal before Escalation
Total Direct Labor Cost with Escalation
6968.0
per Cost Proposal
17420.0
17420.0
17420.0
17420.0
17420.0
per Cost Proposal

2. Calculate hourly rate for all years (Increase the Average Hourly Rate for a year by proposed escalation %) Total
Avg Hourly Rate Estimated hours
per Cost Proposal
Cost per Year (calculated above)
NOTES:

1. This is not the only way to estimate salary increases. Other methods will be accepted if they clearly indicate the % increase, the # of years of the contract, and a breakdown of the labor to be performed each year.

2. An estimation that is based on direct labor multiplied by salary increase % multiplied by the # of years is not acceptable. (i.e. $250,000 x 2% x 5 yrs = $25,000 is not an acceptable methodology)

3. This assumes that one year will be worked at the rate on the cost proposal before salary increases are granted.

4. Calculations for anticipated salary escalation must be provided.

Total Hours

3. Calculate estimated hours per year (Multiply estimate % each year by total hours) Estimated total of Direct Labor Salary Increase

0.0%

3.0%

3.0%
(CALCULATIONS FOR ANTICIPATED SALARY INCREASES)
Completed Each Year
Estimated %
17420
871.0
(calculated above)

3.0%
Direct Labor Subtotal Total Hours

4. Calculate Total Costs including Escalation (Multiply Average Hourly Rate by the number of hours) Proposed Escalation

Page 126 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Certification of Direct Costs:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

6. 48 Code of Federal Regulations Part 9904 - Cost Accounting Standards Board (when applicable) Local governments are responsible for applying only cognizant agency approved or Caltrans accepted Indirect Cost Rate(s).

Prime Consultant or Subconsultant Certifying:

Name: Title *:

Signature : 8/25/2025
Email:

Address:

List services the consultant is providing under the proposed contract:
*An individual executive or financial officer of the consultant’s or subconsultant’s organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

Construction Management Services
Exhibit 10-H1 Cost Proposal Page 3 of 3
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:

Date of Certification (mm/dd/yyyy):

Phone Number:
1250 Corona Pointe Court, Suite 310, Corona, CA 92879
[email protected]
Nicole DePuy Vice President
619.200.4755

Page 127 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Note: Mark-ups are Not Allowed ☐ Subconsultant ☒ 2nd Tier Subconsultant Consultant
Project No. Date August 25, 2025

DIRECT LABOR
Hours Actual Hourly Rate Total
256 71.00 $ $ 18,176.00
1160 74.00 $ $ 85,840.00
$ -
$ -
$ -
$ -
$ -
$ -
$ -

LABOR COSTS
a) Subtotal Direct Labor Costs $ 104,016.00
b) Anticipated Salary Increases (see page 2 for calculation) $ 2,836.52 c) TOTAL DIRECT LABOR COSTS $ 106,852.52

INDIRECT COSTS
d) Fringe Benefits (Rate: 44.13% 47,154.02 $
f) Overhead (Rate: 112.61% 120,326.62 $
h) General and Administrative (Rate: 0.00% - $
$ 167,480.63
q) FIXED FEE 10.00% k) TOTAL FIXED FEE [(c) + (j)] $ 27,433.32 l) CONSULTANT’S OTHER DIRECT COSTS (ODC) – ITEMIZE (Add additional pages if necessary) Unit Unit Cost Total
Mile $ 0.70 $ 10,500.00
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ 10,500.00
m) SUBCONSULTANTS’ COSTS (Add additional pages if necessary) $ -
$ 10,500.00
$ 312,266.47
Matt Eddy, Michael Roush, Others
j) TOTAL INDIRECT COSTS [(e) + (g) + (i)]
Subconsultant 2:
) e) Total Fringe Benefits [(c) x (d)]
) i) Gen & Admin [(c) x (h)]
) g) Overhead [(c) x (f)]
m) TOTAL SUBCONSULTANTS’ COSTS
Description of Item Quantity
Mileage Reimbursement per IRS Rate 15000
l) TOTAL OTHER DIRECT COSTS
Subconsultant 1:

TOTAL COST [(c) + (j) + (k) + (n)]
EXHIBIT 10-H1 COST PROPOSAL Page 1 of 3

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS (DESIGN, ENGINEERING AND ENVIRONMENTAL STUDIES)
Classification/Title Name
Dynamic Engineering Services, Inc.

Prime Consultant
Construction Management Services
Town of Apple Valley
BRLS-5453(018) - BEAR VALLEY BRIDGE OVER THE MOJAVE RIVER, BRIDGE NUMBER 54C-0086
Construction Inspector, SWPPP
Construction Inspector, Roadway/Electrical
Michael Ervolina
n) TOTAL OTHER DIRECT COSTS INCLUDING SUBCONSULTANTS [(l)+(m)] NOTES:

1. Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (**).

All costs must comply with the Federal cost principles. Subconsultants will provide their own cost proposals.

3. Anticipated salary increases calculation (page 2) must accompany.

Page 128 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal

1. Calculate Average Hourly Rate for 1st year of the contract (Direct Labor Subtotal divided by total hours) Avg Hourly 5 Year Contract
Rate Duration
$ 104,016.00 = $ 73.46 Year 1 Avg Hourly Rate
Avg Hourly Rate
Year 1 $ 73.46 + = $ 73.46 Year 2 Avg Hourly Rate
Year 2 $ 73.46 + = $ 75.66 Year 3 Avg Hourly Rate
Year 3 $ 75.66 + = $ 77.93 Year 4 Avg Hourly Rate
Year 4 $ 77.93 + = $ 80.27 Year 5 Avg Hourly Rate
Total Hours
per Year
Year 1 10.00% * = $ 141.60 Estimated Hours Year 1
Year 2 30.00% * = $ 424.80 Estimated Hours Year 2
Year 3 30.00% * = $ 424.80 Estimated Hours Year 3
Year 4 30.00% * = $ 424.80 Estimated Hours Year 4
Year 5 0.00% * = $ - Estimated Hours Year 5
Total 100% = $ 1,416.00
Year 1 $ 73.46 *= $ 10,401.60 Estimated Hours Year 1
Year 2 $ 73.46 *= $ 31,204.80 Estimated Hours Year 2
Year 3 $ 75.66 *= $ 32,140.94 Estimated Hours Year 3
Year 4 $ 77.93 *= $ 33,105.17 Estimated Hours Year 4
Year 5 $ 80.27 *= $ - Estimated Hours Year 5
= $ 106,852.52
= $ 104,016.00
= $ 2,836.52 Transfer to Page 1

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS EXHIBIT 10-H1 COST PROPOSAL Page 2 of 3
424.8
424.8

0.0 Direct Labor Subtotal before Escalation
Total Direct Labor Cost with Escalation
424.8
per Cost Proposal
1416.0
1416.0
1416.0
1416.0
1416.0
per Cost Proposal

2. Calculate hourly rate for all years (Increase the Average Hourly Rate for a year by proposed escalation %) Total
Avg Hourly Rate
NOTES:

2. An estimation that is based on direct labor multiplied by salary increase % multiplied by the # of years is not acceptable. (i.e. $250,000 x 2% x 5 yrs = $25,000 is not an acceptable methodology)

3. This assumes that one year will be worked at the rate on the cost proposal before salary increases are granted.

4. Calculations for anticipated salary escalation must be provided.

Total Hours

3. Calculate estimated hours per year (Multiply estimate % each year by total hours) Estimated total of Direct Labor Salary Increase

0.0%

3.0%

3.0%
Estimated hours
per Cost Proposal
Cost per Year (calculated above)
(CALCULATIONS FOR ANTICIPATED SALARY INCREASES)
Completed Each Year
Estimated %
1416
141.6
(calculated above)

3.0%
Direct Labor Subtotal Total Hours

4. Calculate Total Costs including Escalation (Multiply Average Hourly Rate by the number of hours) Proposed Escalation

Page 129 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Certification of Direct Costs:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

Prime Consultant or Subconsultant Certifying:

Name: Title *:

Signature : 8/25/2025
Email:

Address:

Construction Inspection including roadway, electrical and SWPPP.

Exhibit 10-H1 Cost Proposal Page 3 of 3
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:

Date of Certification (mm/dd/yyyy):

Phone Number:
6 Latitude Way, Suite 112, Corona, CA 92881
[email protected]
Chia-Chi Wang Project Manager
951-892-1420

Page 130 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Note: Mark-ups are Not Allowed ☐ Subconsultant ☒ 2nd Tier Subconsultant Consultant
Project No. Date August 25, 2025

DIRECT LABOR
Hours Actual Hourly Rate Total
1937 90.00 $ $ 174,330.00
2000 101.20 $ $ 202,400.00
$ -
$ -
$ -
$ -
$ -
$ -
$ -

LABOR COSTS
a) Subtotal Direct Labor Costs $ 376,730.00
b) Anticipated Salary Increases (see page 2 for calculation) 10,273.43 $ c) TOTAL DIRECT LABOR COSTS $ 387,003.43

INDIRECT COSTS
d) Fringe Benefits (Rate: - $
f) Overhead (Rate: 100.81% 390,138.15 $
h) General and Administrative (Rate: - $
$ 390,138.15
q) FIXED FEE 10.00% k) TOTAL FIXED FEE [(c) + (j)] $ 77,714.16 l) CONSULTANT’S OTHER DIRECT COSTS (ODC) – ITEMIZE (Add additional pages if necessary) Unit Unit Cost Total
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ - $ -
$ -
m) SUBCONSULTANTS’ COSTS (Add additional pages if necessary) $ -
$ -
$ 854,855.74
n) TOTAL OTHER DIRECT COSTS INCLUDING SUBCONSULTANTS [(l)+(m)] NOTES:

3. Anticipated salary increases calculation (page 2) must accompany.

Roadway Inspector
Ibrahim "Abe" Amireh
l) TOTAL OTHER DIRECT COSTS
TOTAL COST [(c) + (j) + (k) + (n)]
EXHIBIT 10-H1 COST PROPOSAL Page 1 of 3

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS (DESIGN, ENGINEERING AND ENVIRONMENTAL STUDIES)
Classification/Title Name
Fountainhead Consulting Corporation
Prime Consultant
Construction Management Services
Town of Apple Valley
BRLS-5453(018) - BEAR VALLEY BRIDGE OVER THE MOJAVE RIVER, BRIDGE NUMBER 54C-0086
Structures Inspector
Arezo Ghiam, PE
j) TOTAL INDIRECT COSTS [(e) + (g) + (i)]
) e) Total Fringe Benefits [(c) x (d)]
) i) Gen & Admin [(c) x (h)]
) g) Overhead [(c) x (f)]
m) TOTAL SUBCONSULTANTS’ COSTS
Description of Item Quantity

Page 131 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal

1. Calculate Average Hourly Rate for 1st year of the contract (Direct Labor Subtotal divided by total hours) Avg Hourly 5 Year Contract
Rate Duration
$ 376,730.00 = $ 95.69 Year 1 Avg Hourly Rate
Avg Hourly Rate
Year 1 $ 95.69 + = $ 95.69 Year 2 Avg Hourly Rate
Year 2 $ 95.69 + = $ 98.56 Year 3 Avg Hourly Rate
Year 3 $ 98.56 + = $ 101.52 Year 4 Avg Hourly Rate
Year 4 $ 101.52 + = $ 104.56 Year 5 Avg Hourly Rate
Total Hours
per Year
Year 1 10.00% * = $ 393.70 Estimated Hours Year 1
Year 2 30.00% * = $ 1,181.10 Estimated Hours Year 2
Year 3 30.00% * = $ 1,181.10 Estimated Hours Year 3
Year 4 30.00% * = $ 1,181.10 Estimated Hours Year 4
Year 5 0.00% * = $ - Estimated Hours Year 5
Total 100% = $ 3,937.00
Year 1 $ 95.69 *= $ 37,673.00 Estimated Hours Year 1
Year 2 $ 95.69 *= $ 113,019.00 Estimated Hours Year 2
Year 3 $ 98.56 *= $ 116,409.57 Estimated Hours Year 3
Year 4 $ 101.52 *= $ 119,901.86 Estimated Hours Year 4
Year 5 $ 104.56 *= $ - Estimated Hours Year 5
= $ 387,003.43
= $ 376,730.00
= $ 10,273.43 Transfer to Page 1
per Cost Proposal
Cost per Year (calculated above)
(CALCULATIONS FOR ANTICIPATED SALARY INCREASES)
Completed Each Year
Estimated %
3937
393.7
(calculated above)

3.0%
Direct Labor Subtotal Total Hours

4. Calculate Total Costs including Escalation (Multiply Average Hourly Rate by the number of hours) Proposed Escalation
NOTES:

2. An estimation that is based on direct labor multiplied by salary increase % multiplied by the # of years is not acceptable. (i.e. $250,000 x 2% x 5 yrs = $25,000 is not an acceptable methodology)

3. This assumes that one year will be worked at the rate on the cost proposal before salary increases are granted.

4. Calculations for anticipated salary escalation must be provided.

Total Hours

3. Calculate estimated hours per year (Multiply estimate % each year by total hours) Estimated total of Direct Labor Salary Increase

0.0%

3.0%

3.0%
Estimated hours
1181.1
1181.1

0.0 Direct Labor Subtotal before Escalation
Total Direct Labor Cost with Escalation
1181.1
per Cost Proposal
3937.0
3937.0
3937.0
3937.0
3937.0
per Cost Proposal

2. Calculate hourly rate for all years (Increase the Average Hourly Rate for a year by proposed escalation %) Total
Avg Hourly Rate
EXHIBIT 10-H1 COST PROPOSAL Page 2 of 3

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS

Page 132 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Certification of Direct Costs:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

Prime Consultant or Subconsultant Certifying:

Name: Title *:

Signature : 8/25/2025
Email:

Address:

List services the consultant is providing under the proposed contract:

Roadway Inspection and Structures Inspection Services
Exhibit 10-H1 Cost Proposal Page 3 of 3
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:

Date of Certification (mm/dd/yyyy):

Phone Number:
7950 Cherry Avenue, Suite 103, Fontana, CA 92336
[email protected]
Ivan Benavidez, Jr., PE President
909.512.2815
*An individual executive or financial officer of the consultant’s or subconsultant’s organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

Page 133 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Note: Mark-ups are Not Allowed ☐ Subconsultant ☒ 2nd Tier Subconsultant Consultant
Project No. Date August 20, 2025

DIRECT LABOR
Hours Actual Hourly Rate Total
112 68.56$ 7,678.72$
216 66.06$ 14,268.96$
216 56.78$ 12,264.48$
64 91.35$ 5,846.40$
96 53.80$ 5,164.80$
-$
-$
-$
-$

LABOR COSTS
a) Subtotal Direct Labor Costs 45,223.36$
b) Anticipated Salary Increases (see page 2 for calculation) 2,736.01$ c) TOTAL DIRECT LABOR COSTS [(a) + (b)] 47,959.37$

INDIRECT COSTS
d) Fringe Benefits (Rate: 69.19% 33,183.09$
f) Overhead (Rate: 117.53% 56,366.65$
h) General and Administrative (Rate: 0.00% -$
89,549.74$
q) FIXED FEE 10.00% k) TOTAL FIXED FEE [(c) + (j)] x (q)] 13,750.91$ l) CONSULTANT’S OTHER DIRECT COSTS (ODC) – ITEMIZE (Add additional pages if necessary) Unit Unit Cost Total
mile $ - $ -
ea $ - $ -
ea $ - $ -
ea $ - $ -
$ - $ -
$ - $ -
$ -
m) SUBCONSULTANTS’ COSTS (Add additional pages if necessary) $ -
-$
151,260.03$
n) TOTAL OTHER DIRECT COSTS INCLUDING SUBCONSULTANTS [(l)+(m)] NOTES:

3. Anticipated salary increases calculation (page 2) must accompany.

Certified Party Chief**
Chainman**
Project Manager*
Survey Technician
Greg Valdez
l) TOTAL OTHER DIRECT COSTS
Subconsultant 1:

TOTAL COST [(c) + (j) + (k) + (n)]
EXHIBIT 10-H1 COST PROPOSAL Page 1 of 3

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS (DESIGN, ENGINEERING AND ENVIRONMENTAL STUDIES)
Classification/Title Name
PSOMAS
Prime Consultant
Construction Management Services
Town of Apple Valley
BRLS-5453(018) - BEAR VALLEY BRIDGE OVER THE MOJAVE RIVER, BRIDGE NUMBER 54C-0086
Project Surveyor*
Tim Noreen
Alex Anguiano
William Estepa
Jesus Ulloa
j) TOTAL INDIRECT COSTS [(e) + (g) + (i)]
Subconsultant 2:
) e) Total Fringe Benefits [(c) x (d)]
) i) Gen & Admin [(c) x (h)]
) g) Overhead [(c) x (f)]
m) TOTAL SUBCONSULTANTS’ COSTS
Encroachment Permit Fees
Description of Item Quantity
Mileage Costs
Outside Printing (at actual cost)
Delivery & Courier (at actual cost)

Page 134 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal

1. Calculate Average Hourly Rate for 1st year of the contract (Direct Labor Subtotal divided by total hours) Avg Hourly 5 Year Contract
Rate Duration
$ 45,223.36 = $ 64.24 Year 1 Avg Hourly Rate
Avg Hourly Rate
Year 1 $ 64.24 + = $ 67.45 Year 2 Avg Hourly Rate
Year 2 $ 67.45 + = $ 70.82 Year 3 Avg Hourly Rate
Year 3 $ 70.82 + = $ 74.36 Year 4 Avg Hourly Rate
Year 4 $ 74.36 + = $ 78.08 Year 5 Avg Hourly Rate
Total Hours
per Year
Year 1 0.00% * = $ - Estimated Hours Year 1
Year 2 80.00% * = $ 563.20 Estimated Hours Year 2
Year 3 20.00% * = $ 140.80 Estimated Hours Year 3
Year 4 0.00% * = $ - Estimated Hours Year 4
Year 5 0.00% * = $ - Estimated Hours Year 5
Total 100% = $ 704.00
Year 1 $ 64.24 * = $ - Estimated Hours Year 1
Year 2 $ 67.45 * = $ 37,987.62 Estimated Hours Year 2
Year 3 $ 70.82 * = $ 9,971.75 Estimated Hours Year 3
Year 4 $ 74.36 * = $ - Estimated Hours Year 4
Year 5 $ 78.08 * = $ - Estimated Hours Year 5
= $ 47,959.37
= $ 45,223.36
= $ 2,736.01 Transfer to Page 1
per Cost Proposal
Cost per Year
(calculated above)
(CALCULATIONS FOR ANTICIPATED SALARY INCREASES)
Completed Each Year
Estimated %
704

0.0 (calculated above)

5.0%
Direct Labor Subtotal Total Hours

4. Calculate Total Costs including Escalation (Multiply Average Hourly Rate by the number of hours) Proposed Escalation
NOTES:

2. An estimation that is based on direct labor multiplied by salary increase % multiplied by the # of years is not acceptable. (i.e. $250,000 x 2% x 5 yrs = $25,000 is not an acceptable methodology)

3. This assumes that one year will be worked at the rate on the cost proposal before salary increases are granted.

4. Calculations for anticipated salary escalation must be provided.

Total Hours

3. Calculate estimated hours per year (Multiply estimate % each year by total hours) Estimated total of Direct Labor Salary Increase

5.0%

5.0%
Estimated hours
140.8

0.0 0.0
Direct Labor Subtotal before Escalation
Total Direct Labor Cost with Escalation
563.2
per Cost Proposal
704.0
704.0
704.0
704.0
704.0
per Cost Proposal

2. Calculate hourly rate for all years (Increase the Average Hourly Rate for a year by proposed escalation %) Total
Avg Hourly Rate
EXHIBIT 10-H1 COST PROPOSAL Page 2 of 3

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS

Page 135 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Certification of Direct Costs:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

Prime Consultant or Subconsultant Certifying:

Name: Title *:

Signature : 8/20/2025
Email:

Address:

List services the consultant is providing under the proposed contract:

Land Surveying and Quality Assurance Services
Exhibit 10-H1 Cost Proposal Page 3 of 3
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:

Date of Certification (mm/dd/yyyy):

Phone Number:
1650 Spruce Street, Suite 400, Riverside, CA 92507
[email protected]
William Estepa Vice President
714-795-9207
*An individual executive or financial officer of the consultant’s or subconsultant’s organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

Page 136 of 205 ends

Local Assistance Procedures Manual Exhibit 10‐H1
Cost Proposal
Note: Mark‐ups are Not Allowed ☐ Subconsultant ☒ 2nd Tier Subconsultant Consultant
Project No. Date August 25, 2025

DIRECT LABOR
Hours Actual Hourly Rate Total
Engineering Manager / QA Engineer* 72 109.20 $ $ 7,862.40 Geotech Engineer/Technical Support* 5 107.27 $ $ 536.35 Pavement Engineer/Technical Support* 5 89.90 $ $ 449.50 Journeyman / Field Inspector** 190 65.96 $ $ 12,532.40 Journeyman / Field Inspector** 180 65.96 $ $ 11,872.80 Journeyman / Field Inspector** 180 65.96 $ $ 11,872.80 Journeyman / Field Inspector** 160 65.96 $ $ 10,553.60 Apprentice / Field Inspector** 30 49.47 $ $ 1,484.10 Apprentice / Field Inspector** 32 49.47 $ $ 1,583.04

LABOR COSTS
a) Subtotal Direct Labor Costs $ 58,746.99 b) Anticipated Salary Increases (see page 2 for calculation) 1,241.62 $ c) TOTAL DIRECT LABOR COSTS $ 59,988.61

INDIRECT COSTS
d)  Fringe Benefits (Rate: 74.02% 44,403.57 $
f)  Overhead (Rate: 60.71% 36,419.08 $
h)  General and Administrative (Rate: 0.00% $                             ‐ $                       80,822.65
q) FIXED FEE 10.00% k) TOTAL FIXED FEE [(c) + (j)] $                       14,081.13 l) CONSULTANT’S OTHER DIRECT COSTS (ODC) – ITEMIZE (Add additional pages if necessary) Unit Unit Cost Total
LS $                 55,890.00  $                       55,890.00 $                                     ‐
$                                     ‐
$                                     ‐
$                      55,890.00
m) SUBCONSULTANTS’ COSTS (Add additional pages if necessary) $                                     ‐
$                       55,890.00
$                     210,782.38 TOTAL COST [(c) + (j) + (k) + (n)] j) TOTAL INDIRECT COSTS  [(e) + (g) + (i)]
l) TOTAL OTHER DIRECT COSTS
)                i) Gen & Admin [(c) x (h)]
)                       g) Overhead [(c) x (f)]
m) TOTAL SUBCONSULTANTS’ COSTS
Description of Item Quantity
Material Laboratory Testing (see itemized attachment) 1 Desmond Rosales
EXHIBIT 10‐H1  COST PROPOSAL   Page 1 of 3
ACTUAL COST‐PLUS‐FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS (DESIGN, ENGINEERING AND ENVIRONMENTAL STUDIES)
Classification/Title Name
Twining, Inc.

Prime Consultant
Construction Management Services
Town of Apple Valley
BRLS‐5453(018) ‐ BEAR VALLEY BRIDGE OVER THE MOJAVE RIVER, BRIDGE NUMBER 54C‐0086
Paul Soltis, GE.

Amir Ghavibazoo
Brandon Schroeder
Bryan Dorsch
Howard Franklin
Sammy Daghighi, PE.

Tim Tavernetti
Daniel Perez
) e) Total Fringe Benefits [(c) x (d)]
n) TOTAL OTHER DIRECT COSTS INCLUDING SUBCONSULTANTS [(l)+(m)] NOTES:

3. Anticipated salary increases calculation (page 2) must accompany.

Page 137 of 205 ends

Local Assistance Procedures Manual Exhibit 10‐H1
Cost Proposal

1.  Calculate Average Hourly Rate for 1st year of the contract (Direct Labor Subtotal divided by total hours) Avg Hourly 5 Year Contract
Rate Duration
$                            58,746.99 = $                        68.79 Year 1 Avg Hourly Rate Avg Hourly Rate
Year 1 $                                    68.79 += $                        68.79 Year 2 Avg Hourly Rate Year 2 $                                    68.79 += $                        70.85 Year 3 Avg Hourly Rate Year 3 $                                    70.85 += $                        72.98 Year 4 Avg Hourly Rate Year 4 $                                    72.98 += $                        75.17 Year 5 Avg Hourly Rate Total Hours
per Year
Year 1 5.00% * = $                        42.70 Estimated Hours Year 1 Year 2 40.00% * = $                      341.60 Estimated Hours Year 2 Year 3 40.00% * = $                      341.60 Estimated Hours Year 3 Year 4 15.00% * = $                      128.10 Estimated Hours Year 4 Year 5 0.00% * = $                               ‐    Estimated Hours Year 5 Total 100% = $                      854.00
Year 1 $                                    68.79 *= $                   2,937.35 Estimated Hours Year 1 Year 2 $                                    68.79 *= $                 23,498.80 Estimated Hours Year 2 Year 3 $                                    70.85 *= $                 24,203.76 Estimated Hours Year 3 Year 4 $                                    72.98 *= $                   9,348.70 Estimated Hours Year 4 Year 5 $                                    75.17 *= $                               ‐    Estimated Hours Year 5 = $                 59,988.61
= $                 58,746.99
= $                   1,241.62 Transfer to Page 1
EXHIBIT 10‐H1  COST PROPOSAL Page 2 of 3
Cost per Year (calculated above)
ACTUAL COST‐PLUS‐FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS 341.6
128.1

0.0 Direct Labor Subtotal before Escalation
Total Direct Labor Cost with Escalation
341.6
per Cost Proposal
854.0
854.0
854.0
854.0
854.0
per Cost Proposal

2. Calculate hourly rate for all years (Increase the Average Hourly Rate for a year by proposed escalation %) Total
Avg Hourly Rate Estimated hours
per Cost Proposal
NOTES:

2. An estimation that is based on direct labor multiplied by salary increase % multiplied by the # of years is not acceptable. (i.e. $250,000 x 2% x 5 yrs = $25,000 is not an acceptable methodology)

3. This assumes that one year will be worked at the rate on the cost proposal before salary increases are granted.

4. Calculations for anticipated salary escalation must be provided.

Total Hours

3. Calculate estimated hours per year (Multiply estimate % each year by total hours) Estimated total of Direct Labor Salary Increase

0.0%

3.0%

3.0%
(CALCULATIONS FOR ANTICIPATED SALARY INCREASES)
Completed Each Year
Estimated %
854

42.7 (calculated above)

3.0%
Direct Labor Subtotal Total Hours

4. Calculate Total Costs including Escalation (Multiply Average Hourly Rate by the number of hours) Proposed Escalation

Page 138 of 205 ends

Local Assistance Procedures Manual Exhibit 10‐H1
Cost Proposal
Certification of Direct Costs:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 ‐ Letting of Contracts

4. 48 Code of Federal Regulations Part 31 ‐ Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 ‐ Procurement, Management, and Administration of Engineering and Design Related Service

6. 48 Code of Federal Regulations Part 9904 ‐ Cost Accounting Standards Board (when applicable) Local governments are responsible for applying only cognizant agency approved or Caltrans accepted Indirect Cost Rate(s).

Prime Consultant or Subconsultant Certifying:

Name: Title *:

Signature : 8/25/2025
Email:

Address:

List services the consultant is providing under the proposed contract:

Material Testing
Exhibit 10‐H1 Cost Proposal Page 3 of 3
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:

Date of Certification (mm/dd/yyyy):

Phone Number:
*An individual executive or financial officer of the consultant’s or subconsultant’s organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

January 2018
Sammy A.Daghighi
[email protected]
Vice President of Operations
565.426.3355
4811 Airport Plaza Drive, Suite 220, Long Beach, CA 90815

Page 139 of 205 ends

Unit Unit Cost Total
1 1 150.0 $ 150.0 0 $ 0
2 38 248.0 $ 9,424.0 0 $ 0
3 38 129.0 $ 4,902.0 0 $ 0
4 12 195.0 $ 2,340.0 0 $ 0
5 2 454.0 $ 908.0 0 $ 0
6 Marshall Stability and Flow 12 230.0 $ 2,760.0 0 $ 0
7 Marshall Density 12 230.0 $ 2,760.0 0 $ 0
8 Crushed Particles 1 175.0 $ 175.0 0 $ 0
9 Durability Index 1 210.0 $ 210.0 0 $ 0
10 Concrete Compressive Strength 200 55.00 $ 11,000.0 $ 0 11 Concrete Sample Pickup 56 150.0 $ 8,400.0 0 $ 0
12 Percent Crushed Particles (course) 1 210.0 $ 210.0 0 $ 0 13 Asphalt Cores-Compacted Specimens Densities 12 88.00 $ 1,056.0 $ 0 14 Los Angeles Rattler (100 revolutions) 1 200.0 $ 200.0 0 $ 0 15 Cleanness Value 37 180.0 $ 6,660.0 0 $ 0
16 Soundness 0 450.0 $ - 0 $
17 Moisture Content 36 30.00 $ 1,080.0 $ 0
18 Alkali Reactivity (C1260) 0 1,000.0 $ - 0 $
19 Alkali Reactivity (C1567) 0 1,150.0 $ - 0 $
20 Specific Gravity/ Absortption (Course Aggregates) 1 100.0 $ 100.0 0 $ 0 21 Specific Gravity/ Absorption (Fine Aggregates) 1 165.0 $ 165.0 0 $ 0 22 Shrinkage 0 490.0 $ - 0 $
23 Chlorides/Sulfates/pH/Resistivity 0 500.0 $ - 0 $
24 Lab Test Maximum Density - Gyratory 1 90.00 $ 90.00 $ 25 Asphlat Content Correction Factor 1 350.0 $ 350.0 0 $ 0 26 Asphalt Content Only (no grading) 1 160.0 $ 160.0 0 $ 0 27 Asphalt Content with Grading 0 230.0 $ - 0 $
28 Flat and Elogated Particles 1 240.0 $ 240.0 0 $ 0
29 Fine Aggregate Angularity (AASHTO T304) 1 190.0 $ 190.0 0 $ 0 30 Maximum Theorerical Density 1 160.0 $ 160.0 0 $ 0
31 Hamburg Wheel Track 1 1,000.0 $ 1,000.0 0 $ 0
32 Moisture Suseptibility 1 1,200.0 $ 1,200.0 0 $ 0
TOTAL ODC's = 470
IMPORTANT NOTES:

1. List direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate documentations.

2. Proposed items should be consistently billed directly to all clients (Commercial entities, Federal Govt., State Govt., and Local Govt. Agency), and not just when the client will pay for them as a direct cost.

3. Items when incurred for the same purpose, in like circumstance, should not be included in any indirect cost pool or in overhead rate.

4. Items such as special tooling, will be reimbursed at actual cost with supporting documentation (invoice )

5. Items listed above that would be considered "tools of the trade" are not reimbursable as other direct costs.

6. Travel related costs should be pre-approved by the contracting agency. The rates should not exceed the State Department of Personnel Administration (DPA) requirements.

7. If mileage is claimed, the rate should be supported by the consultants calculation of their actual costs for company vehicles. In addition, the claimed should be supported by mileage logs.

8. If a consultant proposes rental costs for a vehicle, the company must demonstrate that this is their standard procedures for all of their contracts and that they do not own any vehicles that could be used for the same purpose.

ODC - ATTACHMENT (Section I of 10 H1)
Bear Valley Bridge over Mojave River
Laboratory Material Testing

SCHEDULE OF OTHER DIRECT COST ITEMS
Description of Items
Sieve Analysis Including Wash
Sieve Analysis: Split Sieve
Sand Equivalent
Soils / Maximum Wet Density
R-Value
$ 55,890.00

Page 140 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Note: Mark-ups are Not Allowed տ Subconsultant ց 2nd Tier Subconsultant Consultant
Project No. Date July 18, 2025

DIRECT LABOR
Hours Actual Hourly Rate Total
24 100.00 $ $ 2,400.00
80 $ 95.00 $ 7,600.00
200 $ 59.00 $ 11,800.00
80 $ 84.00 $ 6,720.00
220 70.00 $ $ 15,400.00
220 $ 67.75 $ 14,905.00
220 $ 56.00 $ 12,320.00
$ -
$ -

LABOR COSTS
a) Subtotal Direct Labor Costs $ 71,145.00
b) Anticipated Salary Increases (see page 2 for calculation) 1,940.12 $ c) TOTAL DIRECT LABOR COSTS $ 73,085.12

INDIRECT COSTS
d) Fringe Benefits (Rate: 0.00% - $
f) Overhead (Rate: 143.41% 104,810.65 $
h) General and Administrative (Rate: 0.00% - $
$ 104,810.65
q) FIXED FEE 10.00% k) TOTAL FIXED FEE [(c) + (j)] $ 17,789.58 l) CONSULTANT’S OTHER DIRECT COSTS (ODC) – ITEMIZE (Add additional pages if necessary) Unit Unit Cost Total
Travel/Week $ 1,200.00 $ 16,800.00
Miles $ 0.70 $ 3,600.00
EA $ 180.00 $ 46,800.00
$ -
$ -
$ -
$ 67,200.00
m) SUBCONSULTANTS’ COSTS (Add additional pages if necessary) $ -
$ 67,200.00
$ 262,885.35
n) TOTAL OTHER DIRECT COSTS INCLUDING SUBCONSULTANTS [(l)+(m)] NOTES:

3. Anticipated salary increases calculation (page 2) must accompany.

Structural Material Rep. (SMR)
Assistant SMR
Lead Source Inspector
Source Inspector
Source Inspector
Farzad Tasbihgoo
l) TOTAL OTHER DIRECT COSTS
Subconsultant 1:

TOTAL COST [(c) + (j) + (k) + (n)]
Source Inspector Nate Liszewski
EXHIBIT 10-H1 COST PROPOSAL Page 1 of 3

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS (DESIGN, ENGINEERING AND ENVIRONMENTAL STUDIES)
Classification/Title Name
ZT Consulting Group, Inc.

Prime Consultant
ŽŶƐƚƌƵĐƚŝŽŶDĂŶĂŐĞŵĞŶƚ^ĞƌǀŝĐĞƐ
Town of Apple Valley
Z>^Ͳϱϰϱϯ;ϬϭϴͿͲBEAR VALLEY RIDGE OVER d,
MOJAVE RIVEZ͕
Z/'
EhD
ZϱϰͲϬϬϴϲ
Principal Quality Engineer
Walter Steimle
Cole Hofberg
William Kent
Russell Lynch
Andrew Soria
j) TOTAL INDIRECT COSTS [(e) + (g) + (i)]
Subconsultant 2:
) e) Total Fringe Benefits [(c) x (d)]
) i) Gen & Admin [(c) x (h)]
) g) Overhead [(c) x (f)]
m) TOTAL SUBCONSULTANTS’ COSTS
Specialized Material Testing (Various Average) 260
Description of Item Quantity
Travel Cost to Source / Fabricators Per Caltrans 14
Mileage Costs to Source / Fabricators 5143

Page 141 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal

1. Calculate Average Hourly Rate for 1st year of the contract (Direct Labor Subtotal divided by total hours) Avg Hourly 5 Year Contract
Rate Duration
$ 71,145.00 = $ 68.15 Year 1 Avg Hourly Rate
Avg Hourly Rate
Year 1 $ 68.15 + = $ 68.15 Year 2 Avg Hourly Rate
Year 2 $ 68.15 + = $ 70.19 Year 3 Avg Hourly Rate
Year 3 $ 70.19 + = $ 72.30 Year 4 Avg Hourly Rate
Year 4 $ 72.30 + = $ 74.47 Year 5 Avg Hourly Rate
Total Hours
per Year
Year 1 10.00% * = $ 104.40 Estimated Hours Year 1
Year 2 30.00% * = $ 313.20 Estimated Hours Year 2
Year 3 30.00% * = $ 313.20 Estimated Hours Year 3
Year 4 30.00% * = $ 313.20 Estimated Hours Year 4
Year 5 0.00% * = $ - Estimated Hours Year 5
Total 100% = $ 1,044.00
Year 1 $ 68.15 *= $ 7,114.50 Estimated Hours Year 1
Year 2 $ 68.15 *= $ 21,343.50 Estimated Hours Year 2
Year 3 $ 70.19 *= $ 21,983.81 Estimated Hours Year 3
Year 4 $ 72.30 *= $ 22,643.32 Estimated Hours Year 4
Year 5 $ 74.47 *= $ - Estimated Hours Year 5
= $ 73,085.12
= $ 71,145.00
= $ 1,940.12 Transfer to Page 1
per Cost Proposal
Cost per Year (calculated above)
(CALCULATIONS FOR ANTICIPATED SALARY INCREASES)
Completed Each Year
Estimated %
1044
104.4
(calculated above)

3.0%
Direct Labor Subtotal Total Hours

4. Calculate Total Costs including Escalation (Multiply Average Hourly Rate by the number of hours) Proposed Escalation
NOTES:

2. An estimation that is based on direct labor multiplied by salary increase % multiplied by the # of years is not acceptable. (i.e. $250,000 x 2% x 5 yrs = $25,000 is not an acceptable methodology)

3. This assumes that one year will be worked at the rate on the cost proposal before salary increases are granted.

4. Calculations for anticipated salary escalation must be provided.

Total Hours

3. Calculate estimated hours per year (Multiply estimate % each year by total hours) Estimated total of Direct Labor Salary Increase

0.0%

3.0%

3.0%
Estimated hours
313.2
313.2

0.0 Direct Labor Subtotal before Escalation
Total Direct Labor Cost with Escalation
313.2
per Cost Proposal
1044.0
1044.0
1044.0
1044.0
1044.0
per Cost Proposal

2. Calculate hourly rate for all years (Increase the Average Hourly Rate for a year by proposed escalation %) Total
Avg Hourly Rate
EXHIBIT 10-H1 COST PROPOSAL Page 2 of 3

ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS

Page 142 of 205 ends

Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Certification of Direct Costs:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

Prime Consultant or Subconsultant Certifying:

Name:

Signature : 7/18/2025
Email:

Address:

List services the consultant is providing under the proposed contract:

Providing Construction Support Services for Source Inspection, including sampling, testing, and releasing materials at source/fabrication such as Prestressing Strands, PT Coupons, Fasteners, High Strength Bolts, Hardware, Welded Hoops, Rebar Couplers, Headed Bars, Bearing Pads, Epoxy Coated bars, elastomer seals, and other structural materials.

Performing Source Inspection for Structural Components of Steel Bridge including NDT (UT/MT/RT) inspection, welding inspection, HSB bolting installation inspection, and coating inspection at fabricator. Expected source/fabricator location to be at Vancouver, WA; Coolidge, AZ; or Lindon, UT.

Performing source inspection for bearings, including proof load testing, welding inspection, and coating inspection.

Performing source inspection for other key components such as signage, sign structures, poles, etc.

All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements. Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.
1041 E Green St., Suite 204, Pasadena, CA 91106
[email protected]
Farzad Tasbihgoo Title *: President
Date of Certification (mm/dd/yyyy):

Phone Number: 818-929-8162
*An individual executive or financial officer of the consultant’s or subconsultant’s organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

Page 143 of 205 ends

Source Inspection Estimate ZTC ID: 25-S525
Item No. Item Description Sub. Items Inspection Type Inspection Hours Approx. Testing Budget Testing Components Prob. Source Location ** Estimated Travel Hours Approx. Travel Budget Engineering/Le ad Hours Engineering Function Approx. Cost per Item 36" Cast-In-Drilled Hole PilingAbutments 1N, 1S, 12N, 12S22 Piles per abutment44 Piles total Welded Hoops #6 2'-6" HoopsQTY: ~ 5060 Hoops~34 Lots
QA Sampling & Verification Testing 128 $ 8,640 Welded Hoops California
(Fresno or San
Bernardino)
0 $ 1,200 24
Submittal Review (Splice Prequalification Report)- Testing Coordination $ 34,238.46
72" Cast-In-Drilled Hole PilingPiers 2 - 11 (N & S)4 Piles per pier40 Piles Total Welded Hoops #8 5'-2" HoopsQTY: ~ 11080 Hoops~74 Lots
QA Sampling & Verification TestingxTwo Stages
160 $ 11,520 Welded Hoops
California
(Fresno or San
Bernardino)
0 $ 1,200 36
Submittal Review (Splice Prequalification Report)- Testing Coordination $ 44,445.28
Electrical Poles19-4-100 (QTY: 1)PBA Post (QTY: 1)1-A (QTY: 1) CWI Source Inspection 24 0 N/A Nebraska & Oklahoma 16 $ 1,200 16 Submittal Review - Fabrication Support $ 10,563.06 Structural Fasteners - Anchor Bolts2 1/4" x 42" Anchor Bolts (For 19-4-100)1" x 36" Anchor Bolts (For 1-A)5/8" X 12" Anchor Bolt (For PBA Post) QA Sampling & Verification Testing 16 $ 1,440 Anchor Bolts (F1554) California or Arizona 16 $ 1,200 12 Submittal Review - Fabrication Support $ 9,966.82 Structural Fasteners - High Strength Bolts
QA Sampling & Verification Testing 8 $ 1,080 High Strength Bolts (A325) Nebraska & Oklahoma 0 $ - 4 Submittal Review - Fabrication Support $ 3,116.24 LEDs/Luminaires/APS Source Inspection 0 $ - N/A California 0 $ - 4 Submittal Review - Fabrication Support $ 818.14 Headed Bars#8 Headed Bars#9 Headed Bars QC/QA Sampling and Testing 32 $ 2,880 Headed Bars California 0 $ 600 16 Submittal Review (Splice Prequalification Report)- Testing Coordination $ 11,624.95
Couplers#10 Threaded Couplers (Optional)
QA Sampling & Verification Testing 16 $ 1,440 Couplers
California
(Fresno or San
Bernardino)
0 $ 600 8
Submittal Review (Splice Prequalification Report)- Testing Coordination $ 6,112.48
Threaded Bars1/2" Threaded Rods with Couplers1 1/2" x 5 1/2" HS Threaded Rods QA Sampling & Verification Testing 32 $ 1,440 Couplers
California
(Fresno or San
Bernardino)
0 $ 600 8 Submittal Review- Testing Coordination $ 8,548.68 Structural Concrete, BridgeAbutments 1 & 12
Bearing Pads15" x 12" x 3.45" (QTY: 8) - 4 on each Abutment QA Verification Testing 0 $ 2,160 Bearing Pads Texas or Nevada 0 $ - 8 Submittal Review - Testing Coordination $ 3,796.27 Source Inspection Scope *
Electrical ItemsHinge Transverse Shear Key
SIQMP Estimate Page 144 of 205 1 7/18/2025
Source Inspection Estimate ZTC ID: 25-S525
Item No. Item Description Sub. Items Inspection Type Inspection Hours Approx. Testing Budget Testing Components Prob. Source Location ** Estimated Travel Hours Approx. Travel Budget Engineering/Le ad Hours Engineering Function Approx. Cost per Item Source Inspection Scope *
Structural SteelFabrication 24 $ - N/A California 16 $ 1,200 8 Shop Drawing Review, Welding Quality Control Plan Review, PreWeld Meeting $ 8,926.79 Proof Testing 0 $ - N/A California 16 $ 1,200 24 Shop Drawing Review, Welding Procedure Review $ 8,545.02 Clean and Paint 24 $ - N/A California 16 $ 1,200 8 Paint Quality Work Plan Review $ 8,926.79 Joint Seal (MR 1/2")Bonded Joint Seal (MR 2") Abutment 1 & 2 Only if Type B Seal is used QA Testing 0 $ 2,160 Type B Seal Oklahoma or New York 0 $ - 8 Submittal Review - Testing Coordination $ 3,796.27 Steel Picket Railing
Structural Fasteners - Anchor Bolts3/4" x 18"
QA Sampling & Verification Testing 16 $ 360 Anchor Bolts (F1554) California or Arizona 16 $ 1,200 8 Submittal Review - Fabrication Support $ 8,068.68 Strands QA Sampling & Verification Testing 64 $ 4,320 Strands California 32 $ 4,800 16 Submittal Review - Inspection Coordination $ 27,009.78 PT Anchorage QA Sampling & Verification Testing 48 $ 2,160 Anchor Heads California 24 $ 3,600 16 Submittal Review - Inspection Coordination $ 19,995.47 Field Couplers QA Sampling & Verification Testing 48 $ 7,200 Anchor Heads California 0 $ 600 16 Submittal Review - Inspection Coordination $ 18,381.16 24 Item No. Inspection Hours Approx. Testing Budget Testing Components Prob. Source Location Estimated Travel Hours Approx. Travel Budget Engineering Hours Engineering Function Approx. Cost per Item N/A 0 $ - N/A N/A 0 $ - 30 Project SI!MP Preparation and Implementation $ 6,136.02 N/A 0 $ - N/A N/A 0 $ - 96 Misc. SMR work for average of 4 hour per month - Weekly Meeting - Processing $ 19,635.26
N/A 0 $ - N/A N/A 0 $ - 0
Preparing monthly SIQMP report for duration of the project average 2 hours per month $ -
N/A 0 $ - N/A N/A 0 $ - 0 Caltrans Quarterly IQA audits - 8 hours for duration of each audit $ - *
** Material source location will be set by the Prime Contractor and their subs.

Months Duration
Caltrans METS quarterly IQA audit and response to auditTypical SMR work such as response ding to QAF-3101 and issuing 28/608 forms during the course of project, Resolving NCRs, attend construction meeting, etc.Caltrans Monthly SIQMP Summary ReportThese cost estimates are not intended to be lump sums or guaranteed costs.SIQMP Preperation and Approval, Revisions, and Addendums SIQMP Engineering Works For
Item DescriptionPRESTRESSING CAST-INPLACE CONCRETE3 Frames10 Girders Total PTFE BearingsQTY: 10
PTFE/Spherical Sliding BearingsHinge A & B
SIQMP Estimate Page 145 of 205 2 7/18/2025
Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: APPROVE 2027 THROUGH 2031 CAPITAL PROJECT NEEDS

ANALYSIS
From: Douglas Robertson, Town Manager
Submitted by: Richard Pedersen, Town Engineer
Engineering Division
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
That the Town Council:

A. Approve Fiscal Year 2026/2027 through 2030/2031 Capital Project Needs Analysis.

B. Adopt Resolution No 2025-27, Adopting the Measure I Five Year Capital Project Needs Analysis.

SUMMARY
Measure I is the half-cent sales tax collected throughout San Bernardino County for transportation improvements. San Bernardino County voters first approved the measure in 1989 and in 2004 approved the extension through 2040. The Town of Apple Valley is included in the Mountain/Desert region, and Measure I funds collected in this region are distributed as follows:
 68% Local Streets Program
 25% Major Local Highway Program
 5% Senior and Disabled Transit Program
 2% Project Development and Traffic management System Program To qualify for Major Local Highway Program funds, a local jurisdiction is required to provide the San Bernardino County Transportation Authority (SBCTA) an updated master list of projects on a bi-annual basis to be included in SBCTA’s Capital Project Needs Analysis (CPNA). These projects are typically major streets and highways serving as primary routes of travel within the Victor Valley subarea and may include freeway interchanges.

Page 146 of 205 ends

This requirement is in addition to the Measure I Five Year Plan, which was approved by the Town Council on August 12, 2025. The Measure I Five Year Plan identified the local Town street and road construction, repair and maintenance projects anticipated to occur for fiscal years 2025/2026 through 2029/2030.

BACKGROUND
The Victor Valley Major Local Highways Program (MLHP) requires that a master list of projects eligible for funding shall be maintained and periodically updated. The list of eligible projects must be approved by the SBCTA Board, based on a recommendation of the Victor Valley subarea representatives and the Mountain/Desert Committee. The current list of approved projects was included in the 2024 update to the 10-Year Delivery Plan. Eligible project expenditures in the Victor Valley MLHP are also subject to an equitable distribution among the five member jurisdictions.

The CPNA includes estimates of project costs to be incurred by funding type, fiscal year, and phase for the five-year period following the beginning of the subsequent fiscal year.

It also demonstrates the availability of development mitigation fair share funds for the projects as assigned by the SBCTA Nexus Study.

SBCTA staff will use the CPNA submittals to develop a cash-flow analysis. The cash-flow analysis informs SBCTA staff of the availability of Program funds for loans and advances or of the need to bond for particular programs. Future revenue assumptions used in the CPNA, however, are not a guarantee of fund availability.

FISCAL IMPACT
The CPNA shows proposed expenditures for fiscal years 2026/2027 through 2030/2031.

Adoption of the attached CPNA and Resolution will assist SBCTA who is assisting the Town with Victor Valley MLHP funds. However, approval of the CPNA does not commit Town funding for these projects. Funding allocations will be recommended and included during the annual budget process.

ATTACHMENTS
A. Resolution 2025-27
B. Capital Project Needs Analysis

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RESOLUTION NO. 2025-27

RESOLUTION OF THE TOWN OF APPLE VALLEY, STATE
OF CALIFORNIA, ADOPTING THE MEASURE I FIVEYEAR CAPITAL PROJECT NEEDS ANALYSIS FOR FISCAL YEARS 2026/2027 THROUGH 2030/2031.

WHEREAS, San Bernardino County voters approved passage of Measure I in November 2004, authorizing the San Bernardino County Transportation Authority to impose a one- half of one percent retail transactions and use tax applicable in the incorporated and unincorporated territory of the County of San Bernardino; and WHEREAS, revenue from the tax can only be used for transportation improvement and traffic management programs authorized in the Expenditure Plan set forth in Ordinance No. 04-01 of the Authority; and
WHEREAS, the Strategic Plan requires each local jurisdiction applying for revenue from certain Measure I Programs to annually adopt and update a Five-Year Capital Project Needs Analysis; and
NOW, THEREFORE, BE IT RESOLVED by the Council of the Town of Apple Valley, State of California, that the Measure I Five-Year Capital Project Needs Analysis for Fiscal Years 2026/2027 through 2030/2031, attached to this resolution as Exhibit A, is hereby adopted.

APPROVED and ADOPTED by the Town Council of the Town of Apple Valley this 23rd day of September 2025.
________________________
Scott Nassif, Mayor
ATTEST:
______________________________
La Vonda M-Pearson, Town Clerk

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Nexus Project Cost $ 37,547,000
Dev. Loan? No
5-Year Advance? No
Public Share: 45.0%
Dev. Share: 55.00%
Project Information Phase Funding PRIOR* FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FUTURE PA&ED
Total Cost: $0.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
PS&E
Total Cost: $3,103,000.00
Fund Type: MSI MLHP $ 2,747,086.00 $ - $ - $ - $ - $ - $ - DEV FEE $ 355,914.00 $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
ROW
Total Cost: $2,917,000.00
Fund Type: MSI MLHP $ 2,582,420.00 $ - $ - $ - $ - $ - $ - DEV FEE $ 334,580.00 $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
CONST
Total Cost: $53,452,140.00
Fund Type: MSI MLHP $ - $ 1,800,000.00 $ 1,800,000.00 $ 244,087.00 $ - $ - $ - DEV FEE $ - $ 2,200,000.00 $ 2,200,000.00 $ 371,413.00 $ - $ - $ - HBP $ - $ 20,000,000.00 $ 20,000,000.00 $ 2,684,740.00 $ - $ - $ - OTHER $ - $ 2,151,900.00 $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
*Prior should identify any expenses incurred in prior years that have not yet been reimbursed by SBCTA including anticipated FY 2023/2024 expenses.

Capital Project Needs Analysis
Town of Apple Valley
Victor Valley Major Local Highway Program
Bear Valley Bridge Rehabilitation
and Widening
Current Total Project Cost
Estimate:
$60,030,233.00
Total Measure I Request:
$9,173,593.00
(Summation of Measure I)
Comments:
2027-2031 CPNA Template - BVB

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Nexus Project Cost $ 22,271,000
Dev. Loan? No
5-Year Advance? No
Public Share: 45.0%
Dev. Share: 55.00%
Project Information Phase Funding PRIOR* FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FUTURE PA&ED
Total Cost: $0.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
PS&E
Total Cost: $360,901.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
MI LOCAL ST $ 360,901.00 $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
ROW
Total Cost: $0.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
CONST
Total Cost: $8,045,000.00
Fund Type: MSI MLHP $ - $ 3,604,500.00 $ - $ - $ - $ - $ - MI LOCAL ST $ - $ 35,000.00 $ - $ - $ - $ - $ -
DEV FEE $ - $ 3,847,997.00 $ - $ - $ - $ - $ -
OTHER $ - $ 397,500.00 $ - $ - $ - $ - $ -
OTHER $ - $ 160,003.00 $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
$8,045,000.00
Capital Project Needs Analysis
Town of Apple Valley
Victor Valley Major Local Highway Program
Phase 1, Widen Central Rd from
Bear Valley Rd to SR-18 from 2 to
3 lanes
Current Total Project Cost
Estimate:

Comments:

The project will add a continuous
left turn lane and Class II Bike
Lanes
*Prior should identify any expenses incurred in prior years that have not yet been reimbursed by SBCTA including anticipated FY 2023/2024 expenses.

Total Measure I Request:
$3,604,500.00
(Summation of Measure I)
2027-2031 CPNA Template - Central

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Nexus Project Cost $ 29,694
Dev. Loan? No
5-Year Advance? No
Public Share: 45.0%
Dev. Share: 55.00%
Project Information Phase Funding PRIOR* FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FUTURE PA&ED
Total Cost: $0.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
PS&E
Total Cost: $151,630.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
MI LOCAL ST $ 151,630.00 $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
ROW
Total Cost: $200,000.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
MI LOCAL ST $ - $ - $ 200,000.00 $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
CONST
Total Cost: $3,000,000.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
MI LOCAL ST $ - $ - $ 3,000,000.00 $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
$3,351,630.00
Capital Project Needs Analysis
Town of Apple Valley
Victor Valley Major Local Highway Program
Widen Dale Evans Pkwy from
Thunderbird Rd to I-15 from 2 to 4
lanes (Phase 1)
Current Total Project Cost
Estimate:

Comments:

The first phase will be to realign
Dale Evans Parkway at Waalew
Road.
*Prior should identify any expenses incurred in prior years that have not yet been reimbursed by SBCTA including anticipated FY 2023/2024 expenses.

Total Measure I Request:
$0.00
(Summation of Measure I)
2027-2031 CPNA Template - DEP

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Nexus Project Cost $ 6,000,000
Dev. Loan? No
5-Year Advance? No
Public Share: 45.0%
Dev. Share: 55.00%
Project Information Phase Funding PRIOR* FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FUTURE PA&ED
Total Cost: $0.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
PS&E
Total Cost: $350,000.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ -
MI LOCAL ST $ 350,000.00 $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
ROW
Total Cost: $100,000.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
MI LOCAL ST $ 100,000.00 $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
CONST
Total Cost: $9,223,917.13
Fund Type: MSI MLHP $ 714,218.19 $ 3,127,500.00 $ - $ - $ - $ - $ - DEV FEE $ 849,818.94 $ 4,517,500.00 $ - $ - $ - $ - $ - MI LOCAL ST $ 14,880.00 $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
$9,673,917.13
Capital Project Needs Analysis
Town of Apple Valley
Victor Valley Major Local Highway Program
Widen Yuca Loma Rd from Apple
Valley Rd to Rincon Rd from 2 to
4 lanes
Current Total Project Cost
Estimate:

Comments:

The first phase of the project
widened Yucca Loma Rd from
Apple Valley Rd to 1200' east.

Construction of the remainder of
the segment is anticipated to
begin in 2025.
*Prior should identify any expenses incurred in prior years that have not yet been reimbursed by SBCTA including anticipated FY 2023/2024 expenses.

Total Measure I Request:
$3,841,718.19
(Summation of Measure I)
2027-2031 CPNA Template - YLR Ph 2

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Nexus Project Cost $ 10,000,000
Dev. Loan? No
5-Year Advance? No
Public Share: 45.0%
Dev. Share: 55.00%
Project Information Phase Funding PRIOR* FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FUTURE PA&ED
Total Cost: $100,000.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ -
DEV FEE $ - $ 100,000.00 $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
PS&E
Total Cost: $278,000.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
MI LOCAL ST $ 70,000.00 $ 208,000.00 $ - $ - $ - $ - $ - - Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
ROW
Total Cost: $0.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
CONST
Total Cost: $8,500,000.00
Fund Type: MSI MLHP $ - $ - $ - $ - $ - $ - $ -
OTHER $ - $ 5,000,000.00 $ 3,500,000.00 $ - $ - $ - $ - - Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
- Select Fund - $ - $ - $ - $ - $ - $ - $ -
Other: ______ $ - $ - $ - $ - $ - $ - $ -
$0.00
Capital Project Needs Analysis
Town of Apple Valley
Victor Valley Major Local Highway Program
Widen Yucca Loma Road from
Rincon Road to SR18
Current Total Project Cost
Estimate:

Comments:

Phase three will include the
construction of a roundabout at
the intersection of Rincon Road
and Yucca Loma Road, along
with widening the remaining
segment from Rincon to Navajo
Road from two lanes to three. A
multi-use path will also be added
as part of this phase.
*Prior should identify any expenses incurred in prior years that have not yet been reimbursed by SBCTA including anticipated FY 2023/2024 expenses.

Total Measure I Request:
$0.00
(Summation of Measure I)
2027-2031 CPNA Template - YLR Ph 3

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Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: APPLE VALLEY CHOICE ENERGY (AVCE) RATE CHANGE

APPROVAL
From: Douglas Robertson, Town Manager
Submitted by: Guy Eisenbrey, Director of Municipal Services Municipal Services Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
Approve the Town Manager, acting as Executive Director of Apple Valley Choice Energy (AVCE), to implement adjustments to AVCE generation rates effective October 1, 2025, to maintain rate parity with Southern California Edison (SCE).

BACKGROUND
In 2024, Southern California Edison (SCE) experienced a substantial overcollection of generation funds, collecting more revenue from customers than was necessary to cover energy procurement costs. To reconcile this overcollection, SCE triggered an automatic rate adjustment, temporarily reducing generation rates for a 12-month period. This temporary reduction is scheduled to expire on October 1, 2025, at which time SCE’s generation rates are expected to increase by more than 5%.

AVCE staff, in coordination with CalChoice consultants, have reviewed AVCE’s current financial position and modeled multiple rate scenarios in anticipation of SCE’s forthcoming increase. The analysis considered alignment with the California Public Utilities Commission’s (CPUC) approval process for SCE’s rates, as well as consistency with AVCE’s Implementation Plan and governing policies.

While SCE’s rate increase is expected to provide AVCE with a competitive position in the near term, long-term forecasts remain uncertain. The 2026 Energy Resource Recovery Account (ERRA) filing indicates potential volatility in SCE’s generation rates beginning in early 2026, which could affect AVCE’s competitive standing.

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SUMMARY
In accordance with Resolution No. 2022-01, Council approval is required for rate adjustments greater than 5%. Therefore, and because time is of the essence, staff recommends Council provide preapproval to the Town Manager to adjust AVCE generation rates effective October 1, 2025, to maintain parity with SCE. This approach ensures AVCE remains competitive with SCE’s rates, supports AVCE’s mission to offer customer choice and locally tailored program benefits, and provides an opportunity to strengthen reserves, enhancing AVCE’s long-term financial stability and ability to manage future rate volatility.

FISCAL IMPACT
The proposed rate adjustment will generate sufficient revenues to cover operating costs, including power procurement, while also contributing to AVCE’s reserves, thereby improving financial resilience.

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Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: APPROVAL OF AMENDMENT NO. FOUR (4) TO THE AGREEMENT

FOR ADMINISTRATIVE SERVICES WITH THE CALIFORNIA CHOICE

ENERGY AUTHORITY (CALCHOICE)
From: Douglas Robertson, Town Manager
Submitted by: Guy Eisenbrey, Director of Municipal Services Municipal Services Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
Authorize the Town Manager to execute Amendment No. four (4) to the Agreement for Administrative Services with the California Choice Energy Authority (CalChoice).

BACKGROUND
The Town of Apple Valley (Town) has an existing Administrative Services Agreement (Agreement) with the California Choice Energy Authority (CalChoice), a Joint Powers Authority, dated December 1, 2018. The current Agreement outlines the terms for administrative services provided to the Town.

This Amendment No. four (4) is proposed to update and clarify the terms of the existing Agreement. Key changes included in the amendment are the replacement of Exhibit C, which updates the fixed fee rate and clarifies reimbursable expenses. This amendment also incorporates CalCCA Membership Fees into the fixed fee costs, which were previously paid separately outside of the Agreement.

The updated Exhibit C reflects the current fiscal year's fixed fee rate and includes a new reimbursable expense category for the CalChoice Board Secretary position. This adjustment is necessary to appropriately fund the position and to ensure the Agreement's financial terms are current.

The Town Attorney has reviewed and approved the amendment.

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ANALYSIS
Purpose: To update the Administrative Services Agreement with CalChoice to reflect current operational and financial needs.

Key Changes: The amendment replaces Exhibit C to update Fixed Fees costs inclusive of CalCCA Membership Fees which were previously paid outside of the Administrative Services Agreement. The amendment formalizes the ability for CPI-related adjustments to professional services agreements and accounts for the funding of the CalChoice Board Secretary position.

FISCAL IMPACT
The execution of Amendment No. four (4) will result in changes to the fixed fee and reimbursable expenses outlined in the Administrative Services Agreement. The revised rates in Exhibit C include annual Fixed Fee costs of $229,176. Exhibit C also encompasses annual estimated reimbursable expenses for Data Management Services ($552,000), Professional Services ($367,625), and Legal Services ($20,000).

The specific financial impacts are detailed in the new Exhibit C attached to the amendment and are considered a budgeted item for the current fiscal year.

ATTACHMENTS
A. Amendment No. four (4) to the Agreement for Administrative Services by and between the California Choice Energy Authority (CalChoice) and the Town of Apple Valley

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AMENDMENT NO. 4 TO AGREEMENT FOR ADMINISTRATIVE SERVICES BY AND BETWEEN

THECALIFORNIA CHOICE ENERGY AUTHORITY AND THE TOWN OF APPLE VALLEY This Amendment (“Amendment No. 4”) is hereby entered into by and between California Choice Energy Authority (PROVIDER), a Joint Powers Authority, in the State of California, AND the Town of Apple Valley, a municipal corporation and organized and operating under the laws of the State of California (CUSTOMER) with respect to the Administrative Services Agreement between the parties dated December 1, 2018 (“Agreement”).

The parties agree as follows:

1. “Exhibit C” to the Agreement is hereby deleted in its entirety and replaced with “Exhibit C” attached hereto.

2. Professional Services agreements in Section 2 (b) may contain annual adjustments based on cost indices.

3. This amendment is effective July 1, 2025.

4. All other terms and provisions of the Agreement are hereby reaffirmed.

In witness whereof the parties have executed the Amendment on the date set forth below:

PROVIDER CUSTOMER

CALIFORNIA CHOICE ENERGY AUTHORITY TOWN OF APPLE VALLEY _____________________________________________ ____________________________________________ Robert Johnson, Interim CEO Doug Robertson, Town Manager Dated: Dated:

ATTEST:

Susan Caputo, MMC, Authority Secretary
_________________________________________
Allison Burns, General Counsel

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EXHIBIT C

FIXED FEE RATE, REIMBURSABLE EXPENSES

AND NOTICE ADDRESS

1. Fixed Fee Rate: Fiscal Year
$ 229,176 fiscal year total
$ 19,098 monthly

2. Reimbursable Expenses:
(a) Data Management Services: Fiscal Year
$ 552,000 fiscal year total (estimated)
$ 46,000 monthly (estimated)
(b) Professional Services: Fiscal Year
$ 367,625 annually (not to exceed)
$ 30,635 monthly (not to exceed)
(c) Legal Services (as incurred): $ 20,000 annually (estimated) (d) Supplemental Procurement
Services (as incurred): $ Amounts approved by Customer and Provider in accordance with Exhibit E.

3. Address for Notices:

Provider: California Choice Energy Authority
44933 Fern Avenue
Lancaster, California 93534
Attn: Cathy DeFalco
Tel: 888.639.2411
Email: [email protected]
With a copy to Provider’s legal counsel:

Hall Energy Law PC
Attn: Stephen Hall
Tel: 503.477.9354
Email: [email protected]
Customer: Town of Apple Valley
Attn: Doug Robertson
Tel: 760.240.7000 x 7051
Email: [email protected]
Town of Apple Valley Amendment No. 4 September 10, 2025

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Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: RESOLUTION NO. 2025-28 AMENDING THE ASSISTANT PLANNER

JOB CLASSIFICATION FOR THE TOWN OF APPLE VALLEY
From: Douglas Robertson, Town Manager
Submitted by: Kristine Shoup, Human Resources Manager
Human Resources Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
Approve Resolution No. 2025-28, A Resolution of the Town Council of the Town of Apple Valley, California, amending the current Assistant Planner job classification.

BACKGROUND
Staff recommends approval of an amendment to the Assistant Planner job classification to adjust the education requirement in order to broaden the candidate pool and improve recruitment efforts.

The Town has experienced difficulty recruiting qualified candidates for the Assistant Planner position. Currently the minimum qualifications are equivalent to graduation from an accredited four-year college or university with major coursework in land use or urban planning, community development, business or public administration, or a related field and one-year professional experience including related internship experience. This requirement has limited the number of applicants and contributed to ongoing recruitment struggles in the position.

To improve recruitment efforts, staff recommends revising the classification to allow for greater flexibility in meeting the educational requirements. Below you will find the proposed amendments to the minimum qualifications:

High School diploma or GED and (1) one-year of experience involving professional public planning, real estate, or zoning work; a Bachelor’s degree from an accredited college or university with major study in planning, or a related field considered useful in Town planning work, is desired. Internships or temporary assignments with public agencies or

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private planning, real estate, or development firms may be considered as part of required college coursework or experience.

This adjustment maintains professional standards for the role while recognizing the value of relevant work experience and related educational background. The change is consistent with practices at other municipalities and is anticipated to increase the number of qualified applicants.

FISCAL IMPACT
There is no fiscal impact associated with this action.

ATTACHMENTS
A. Resolution 2025-28
B. Assistant Planner job classification

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RESOLUTION NO. 2025 - 28

A RESOLUTION OF THE TOWN COUNCIL OF THE

TOWN OF APPLE VALLEY AMENDING THE

ASSISTANT PLANNER JOB CLASSIFICATION FOR

THE TOWN OF APPLE VALLEY
WHEREAS, the Town Council of the Town of Apple Valley has established Job Classification for the Town of Apple Valley; and
WHEREAS, the Town Council of the Town of Apple Valley wishes to modify the Assistant Planner Job Classification for the Town of Apple Valley.

NOW THEREFORE, BE IT RESOLVED BY THE TOWN COUNCIL OF THE TOWN OF APPLE VALLEY AS FOLLOWS:

Section 1. The Town Council finds that all of the facts set forth in the Recitals of this Resolution, are true and correct, and are incorporated herein by reference.

Section 2. The Town Council hereby adopts the revised Assistant Planner Job Classification as shown in Attachment B.

Section 3. Severability. If any section, subsection, sentence, clause, phrase, or portion of this Resolution is for any reason held to be invalid or unenforceable by a court of competent jurisdiction, the remaining portions of this Resolution shall nonetheless remain in full force and effect.

Section 4. Effective Date. This Resolution is effective immediately. All resolutions, parts of resolutions in conflict herewith are hereby amended to be consistent herewith.

APPROVED and ADOPTED by the Town Council of the Town of Apple Valley this 23 rd day of September 2025.
_____________________________________
Scott Nassif, Mayor
ATTEST:
______________________________
La Vonda M-Pearson, Town Clerk

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Resolution No.2007-23 Town of Apple Valley Page 1 of 4
FLSA: Exempt*

Assistant Planner

SUMMARY
Under direct supervision, performs a variety of professional and technical routine activities in the field of current planning, including review of development and land use applications, zoning, site plan, and environmental review; may serve as project manager for development applications; completes technical assessments, prepares written project analyses; provides professional advice and assistance to the public on planning, community development, zoning, permits, and environmental review; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED
Receives direct supervision from the Planning Manager. No direct supervision of staff is exercised.

ESSENTIAL FUNCTIONS -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and duties performed by incumbents of this class. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions but are an essential function. Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Essential duties and responsibilities may include, but are not limited to, the following:
 Reviews commercial, industrial, and residential development proposals, plans, and applications for issuance of zoning clearance; reviews for compliance with appropriate regulations and policies.
 Reviews building plans for completeness and compliance with current Town zoning codes and regulations; identifies corrective actions to be taken by owners; recommends improvement and rehabilitation programs; conducts follow-up and re-check and approves or denies submittals.
 Serves as project manager for routine application projects, including analyzing and evaluating site and architectural plans, performing technical review and making recommendations, ensuring plans and applications receive appropriate signatures, and coordinating in-house review with contractors.
 Compiles information for a variety of studies and reports; researches, analyzes, and interprets social, economic, population, and land use data and trends; develops recommendations and prepares written reports on various planning matters and elements of the Town’s General Plan.
 Researches, collects, records, analyzes, interprets, and summarizes statistical and demographic information; prepares spreadsheets and establishes and maintains a comprehensive database.
 Prepares staff reports for the Planning Commission, Town Council, various committees, and advisory boards as directed; prepares research, reports, maps, and conducts briefings.

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Resolution No.2007-23 Town of Apple Valley Page 2 of 4
 Confers with and advises architects, builders, attorneys, contractors, engineers, and the general public regarding Town development policies and standards; provides and clarifies information relative to zoning, general plan compliance, signage, and other issues.  Researches and assists in preparing ordinances for review.  Answers questions and provides information to the public.  Maintains accurate records and files.
 Performs other duties as assigned.

DISTINGUISHING CHARACTERISTICS
This is the entry-level class in the professional planning series. Initially, under close supervision, incumbents learn the more routine planning, zoning, and related functions encountered by the Town. Responsibilities include providing a range of routine customer service to the public at the front counter and on the telephone regarding policies and procedures, ongoing projects, zoning regulations, permit requirements, and related building and development issues. As knowledge and experience are gained, the work becomes broader in scope; assignments are more varied and are performed under more general supervision. This class is distinguished from Associate Planner in that the latter is responsible for more complex and higher-level planning functions, exercises a higher level of discretion, and performs under more general supervision.

MINIMUM QUALIFICATIONS
Education, Training, and Experience Guidelines
An equivalent combination of training and experience that would provide the required knowledge, skills and abilities may be considered. A typical way to obtain the required qualifications would be:

High School diploma or GED and (1) one-year of experience involving professional public planning, real estate, or zoning work; a Bachelors degree from an accredited college or university with major study in planning, or a related field considered useful in Town planning work, is desired.

Internships or temporary assignments with public agencies or private planning, real estate, or development firms may be considered as part of required college coursework or experience.

LICENSE AND CERTIFICATION REQUIREMENTS
 Valid California class C driver’s license with satisfactory driving record and automobile insurance.

Knowledge of:
 Principles, practices, and procedures related to urban and regional planning, development, and zoning administration.
 Geographic, socio-economic, transportation, political, and other elements related to urban planning.
 Comprehensive plans and current planning processes and the development process.  Site planning and architectural design principles.
 Applicable Federal, State, local laws, codes, and regulations, as well as Community Development program rules and requirements and related reports.  Researching and reporting methods, techniques, and procedures.  Recent developments, current literature, and sources of information related to planning and zoning.
 Modern office methods, practices, procedures, and equipment, including computer hardware and software necessary for graphic presentation, mapping, and database management, including Microsoft Office, Microsoft Project, Town permitting software, and basic GIS concepts and applications.

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Resolution No.2007-23 Town of Apple Valley Page 3 of 4
 Basic project management techniques.
 Practices of researching planning issues, evaluating alternatives, making sound recommendations, and preparing and presenting effective staff reports.  Methods and techniques of effective technical report preparation and presentation.  English usage, grammar, spelling, vocabulary, and punctuation.  Techniques for effectively representing the Town in contacts with governmental agencies, community groups, various business, professional, and regulatory organizations, and with property owners, developers, contractors, and the public.  Techniques for providing a high level of customer service to public and Town staff, in person and over the telephone.

Ability to:
 Interpret planning and zoning programs to the general public.  Read plans and specifications and make effective site visits.  Identify and respond to issues and concerns of the public, Planning Commission, Town Council, and other boards and commissions.
 Interpret, apply, and explain complex laws, codes, regulations, and ordinances.  Analyze site design, terrain constraints, circulation, land use compatibility, utilities, and other urban services.
 Enforce ordinances and regulations effectively and tactfully.  Make effective public presentations.
 Conduct routine research projects, evaluate alternatives, and make sound recommendations.  Prepare clear and concise technical and staff reports, correspondence, policies, procedures, and other written materials.
 Learn current literature, information sources, and research techniques in the field of urban planning.
 Prepare accurate display maps, plans, charts, and tables.  Effectively represent the department and the Town in meetings with governmental agencies, community groups, various business, professional, and regulatory organizations, and individuals.
 Analyze and compile technical and statistical information and prepare reports.  Make sound, independent decisions within established policy and procedural guidelines.  Operate modern office equipment, including computer equipment and software programs.  Use English effectively to communicate in person, over the telephone, and in writing.  Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Establish and maintain effective working relationships with those contacted in the course of the work.

PHYSICAL DEMANDS AND WORKING ENVIRONMENT
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to inspect Town development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points; to operate a motor vehicle and to visit various Town and meeting sites; vision to read printed materials and a computer screen, and make inspections; and hearing and speech to communicate in person, before groups, and over the telephone. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard or calculator, and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull

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Resolution No.2007-23 Town of Apple Valley Page 4 of 4
drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects necessary to perform job functions.

Employees work partially in an office environment with moderate noise levels and controlled temperature conditions, and partially in the field and are occasionally exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff, and/or public and private representatives, and contractors in interpreting and enforcing departmental policies and procedures. *FLSA designations cannot be assigned to a class. An employer must show that each employee meets every requirement of the claimed exemption. The FLSA designation listed above is for general administrative guidelines.

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Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: RESIDENTIAL REHABILITATION LOAN CONTRACT
From: Douglas Robertson, Town Manager
Submitted by: Silvia Urenda, HCD Supervisor & Special Projects Manager Housing and Community Development Division
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
Award a contract to Siciliano’s Construction Company Inc., for the Residential Rehabilitation Loan Program applicant H25-08, subject to “Approval as to Form” by the Town Attorney and “Approval as to Content” by the Town Manager.

BACKGROUND
Apple Valley administers grants funds allocated each year by the U.S. Department of Housing and Urban Development and office of Community Planning and Development toward the Residential Rehabilitation Loan Program (RRLP) to assist low-moderateincome households with health, safety, ADA improvements, deferred maintenance and to preserve the housing stock within the Town. To comply with the regulations of these federal agencies, the Town must address all health and safety deficiencies and meet Housing Quality Standard regulations.

Applicant H25-08 applied for the Residential Rehabilitation Loan Program (RRLP) on April 9, 2025 and approved on May 3, 2025. In accordance with program regulations, a procurement process is required, and a job walk was conducted on August 20, 2025, with three (3) qualified contractors present.

On August 27, 2025, staff received three (3) complete bids. The bid results were as follows:

Contractor Base Bid Price

1. Siciliano’s Construction Company Inc. $62,660.56

2. Avilez Construction $69,350.56

3. Musij Construction LLC $73,946.56

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Once awarded, the contractor will be responsible for providing the necessary labor, equipment, and materials to complete the project as detailed in the work write-up bid documents. Project shall be completed within 60 working days.

Environmental Review – A required Environmental Review was completed and determined to be Categorically Excluded Subject to Section 58.5 pursuant to CFR

58.35(a).

The project is further exempt from the California Environmental Quality Act (“CEQA”) pursuant to State CEQA Guidelines § 15301 (Existing Facilities), which consists, in part, of the repair of existing public or private structures involving negligible or no expansion of existing or former use. This includes rehabilitation of deteriorated structures to meet current standards of public health and safety, like the project focuses on here. Lastly, none of the exceptions found in State CEQA Guidelines 15300.2 exist here.

ANALYSIS
The work write-up which contains the scope of work was prepared by Charles Abbott and Associates (CAA). Staff reviewed the submitted bid submissions for completeness and considers Siciliano’s Construction Company Inc., to be the lowest, qualified, responsible and responsive bidder.

The Town offers Residential Rehabilitation Loans up to $75,000. However, to meet Housing Quality Standards under the HOME program, or for unforeseen circumstances (direct and indirect) health and safety items must be addressed. If funded under the CDBG program, staff can eliminate non-emergency or non-health and safety items from the bid list to stay within the program loan amount of $75,000. A 10% contingency will be set aside initially. The amount may increase or decrease by the contingency amount or excess, if approved by the program manager, and the final loan amount will be determined at the end of the project and after all final inspections have been completed.

FISCAL IMPACT
Funding for this project has been appropriated in the 2025-2026 program-year budget using the HOME Investment Partnership Grant

ATTACHMENTS
A. Construction Contract

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TOWN OF APPLE VALLEY

OWNER-OCCUPIED HOUSING REHABILITATION PROGRAM

CONSTRUCTION CONTRACT
This Contract is made and entered into by and between:

H25-08 Siciliano’s Construction Company Inc.

Owner Contractor
H25-08 18789 Albany St.

Property Address Contractor Address
Apple Valley, CA 92307 Hesperia, Ca 92345
City, State and Zip Code City, State and Zip Code

23 day of September 2025

1. General Scope of Work. Contractor shall furnish all necessary labor, tools, materials, fixtures, and equipment and complete the work concerning the property located at H25-08, Apple Valley, CA 92307 in accordance with the work write-up with bid prices referenced as Attachment “A” (TBD pages) of this Contract. Owner agrees to the scope of work identified in Attachment “A” and agrees that all loan funds received from the Town of Apple Valley (“Town”) shall be used solely for the purpose of completing items identified in Attachment “A”. Change Orders will not be accepted without prior written approval from Town Staff.

2. Payment of CDBG and HOME Funds. The Contractor shall be paid, for performance, the total sum of FiftySixty Two Thousand, Six Hundred Sixty and 56/100 Dollars ($62,660.56). A maximum of three progress payments will be made that will include any amounts due under the Contract. Contractor's final request, which includes the 5% retention, and remaining contract amount must include a signed building inspection card, if a permit was required, and signed labor and materials' lien releases. The contractor agrees that the work shall be completed free from any and all liens and claims of artisans, materials, suppliers, subcontractors, laborers and any other party. Once the Contractor submits final inspection request, the Construction Manager will schedule a final inspection to ensure the work has been completed per the Scope of Work and meets all applicable Building Codes. The Construction Disbursement Form will be signed by the Construction Manager, Project Mangers, Contractor, Homeowner(s) and Program Director. All payments are subject to a “Net 60” payment window.

3. Time of Completion of the Project. No work shall be commenced by the Contractor until they have received a written Notice to Proceed from the Town, which shall be issued within 10 days after execution of this Contract. Owner shall have the job site ready for commencement of construction. Contractor shall commence work within ten (10) days after a receipt of a Notice to Proceed and shall complete the same within 60 calendar days after commencement, subject to permissible delays as described in part 14 hereof.

The projected final completion date is: 11/30/2025

4. Contractor's License. Contractor hereby affirms that he/she is ready, willing and able to perform the work required and will maintain in full force and effect, throughout the term of this Contract hereof, a State Contractor's License pursuant to the California Business and Professions Code. Neither the Town nor any of its representatives nor the Owner shall have any control over the manner, mode or means by which Contractor, its agents or employees, perform the services required herein, except as otherwise set forth.

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Contractor shall perform all services required herein as an independent contractor and shall remain at all times as to Town a wholly independent contractor with such obligations as are consistent with that role.

Contractor shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of Town or Owner

5. Site Examination. Contractor hereby affirms that he/she has visited the Project site and examined for himself/herself the nature of all existing conditions. Contractor agrees to furnish all labor and materials necessary to prepare the site for execution of this Agreement.

6. Plans, Specifications and Permits. The Project will be constructed according to the Work Write-Up that was examined by Contractor prior to submitting a bid thereon and approved by Owner. Contractor shall obtain and pay for all building permits and licenses required to complete the work. Any drawings or sketches which may be attached to or furnished with the Work Write- Up are intended to clarify or further describe the job. Because of the nature of work being done, some details of sketches or drawings may be “typical” and grades, dimensions and exact existing conditions may need to be verified at the job site. Unless specifically noted, all construction methods and materials used shall conform to the requirements of the Uniform Building Code as adopted by the Town. Any work done by the Contractor that is not in conformity with the Work Write-Up or applicable building codes shall be immediately repaired by Contractor, including the cost of labor, material and supplies prior to final payment.

7. Construction Inspections. Town shall be permitted to inspect work performed by Contractor to ensure that the work is performed in accordance with the provisions of this Agreement and applicable general and local law and codes. Town shall be permitted at all reasonable times to inspect and review all relevant data and records of Contractor. Contractor agrees to retain and provide to Town, access to any books, documents, papers and records for audit or examination for a minimum of three (3) years after final payment and all other pending matters relative to the performance of this Agreement are closed.

8. Workmanship. Compliance with the work write-up and all applicable building codes and regulations regarding materials, methods and assembly will not, in itself, assure acceptance of the construction. Of equal importance is good workmanship, the lack of which shall be sufficient cause to refuse acceptance of the construction. The Contractor warrants that all materials, fixtures and equipment furnished by the Contractor shall be new, of good quality, and of good title, and that the work shall be done in a neat and workmanlike manner. All manufacturers’ and suppliers’ written guarantees and warranties covering materials and equipment furnished under the Contract shall be delivered to the Owner(s) and Project Manager. The Contractor shall warrant all work and promptly remedy any defect in the work and shall pay for any damage to other work resulting therefrom, which may appear within a period of one year from the date of final acceptance of the work. The Owner(s) shall give notice of observed defects with reasonable promptness.

9. Lead Based Paint. The Contractor agrees not to use lead-based paint in the Contractor’s performance of this Contract. “Lead-based paint” means paint or other surface coatings that contain lead equal to or in excess of 1.0 milligram per square centimeter or 0.5 percent by weight; per 24 CFR 35.86

10. Labor, Materials and Bonds. Contractor shall pay all charges for labor and materials incurred by Contractor and used in the construction of the project. Should Contractor fail to make the payments required, payments may be made on the behalf of Contractor and such amount shall be deducted from the total Contractor amount.

11. Changes to Contract. Owner may not require a contractor to perform extra or Change Order work without providing written authorization prior to the commencement of any work covered by the Change Order. In the event a change is required in the scope of work to be done, the Contractor shall prepare a change order indicating the change for addition, deletion, or deviation from the original construction contract. Said change order shall be signed by the Contractor and be approved in writing by the Owner and the Town before Contractor proceeds with the work. Contractor's failure to comply with requirements of this paragraph does not preclude the recovery of compensation for work performed based upon legal or equitable remedies designed to prevent unjust enrichment. Extra Work and Change Orders become part of the contract once the order is prepared in writing and signed by the parties prior

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to the commencement of any work covered by the new Change Order. The order must describe the scope of the extra work or change, the cost to be added or subtracted from the contract, and the effect the order will have on the schedule of progress payments, and the completion date.

12. Clean-up. Upon completion of each day's work, Contractor will remove debris and surplus material and leave the premises in a neat and clean condition.

13. Incorporated Documents to be Considered Complementary. The aforesaid Work Write-Up is incorporated herein by reference thereto and made a part hereof with like force and effect as if all of said documents were set forth in full herein. Said documents, attached hereto, together with this written Agreement, shall constitute the contract between the parties. This contract is intended to require a complete and finished piece of work and anything necessary to complete the work properly and in accordance with the law and lawful governmental regulations shall be performed by Contractor whether set out specifically in the contract or not. Should it be ascertained that any inconsistency exists between the aforesaid documents and this written Agreement, the provisions of this written Agreement shall control.

14. Protection of Work and Equipment. Contractor shall, at all times, provide protection against weather, rain, wind, storms and heat so as to maintain all work, materials, apparatus and fixtures free from injury or damage. At the end of each day's work, all new work or existing improvements exposed and likely to be damaged shall be protected and the premises shall be secured. Any work damaged by failure to provide protection as required above shall be replaced with new work at Contractor's expense. It shall be the responsibility of the Owner to remove all personal property from the work area and to otherwise make the premises available to Contractor to perform the work described herein. IN THE EVENT THAT THE WORK WILL RENDER OWNER’S BATHROOM FACILITIES, INCLUDING TOILET, BATHTUB/SHOWER OR

WASH BASIN OR KITCHEN FACILITIES, INCLUDING SINK, REFRIGERATOR AND RANGE INOPERATIVE OR OTHERWISE UNAVAILABLE FOR A PERIOD EXCEEDING 24 HOURS, CONTRACTOR SHALL PROVIDE TEMPORARY FACILITIES ON THE PREMISES FOR USE BY OWNER.

15. Work Days. Any day of a normal workweek, Monday through Friday, except legal holidays.

16. Delays. The Owner and Contractor agree that the period of the contract may be extended, by mutual Contract, for good cause. Extensions shall be in writing, shall reference this Contract, shall be signed and dated by the Parties hereto, with a copy provided to the Housing Department Staff. Contractor will not be held responsible for failure to complete said work within the specified time if delay is due to strikes, conscription of property, government priority regulations, inclement weather conditions, Acts of God, capricious or unreasonable acts or omissions or noncompliance of Owner, or any other causes beyond his/her control. The Final Completion Date may be extended for delays caused by acts of God, acts of Owner or for any additional work requiring additional time, but only to the extent such additional time is set forth in writing.

17. Owner Responsibilities. During the time for performance for work under this contract, Owner shall not have other Contractors or workers on the premises without written permission of the Contractor. This restriction shall not apply if Contractor is in default under this Contract. While this contract is in force, Owner shall permit Contractor to use existing utilities such as light, heat, power and water to carry out and complete the work, and shall completely cooperate with Contractor to facilitate the performance of the work, including the removal and replacement of rugs, draperies, coverings, furniture, etc., as necessary. Contractor shall provide additional receptacles for trash and debris removal, based upon expected need at no additional cost to Owner.

18. Whole or Partial Destruction of Property. If the work provided for should, before completion, be wholly or partially destroyed by fire, defective soil, earthquake, or Acts of God, which Contractor could not have reasonably foreseen and provided against, then the loss so occasioned shall be sustained by Owner, provided, however, that any damage or destruction to Owner’s real or personal property caused by Contractor or his or her agents during construction shall be repaired and/or paid for by Contractor prior to final payment. In the event of whole or partial destruction of work provided, the Owner shall have the right to determine whether to complete construction. In the event Owner elects not to complete construction, the

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Contractor shall be provided payment for the work performed to the date of notification to Contractor to cease construction.

19. Contractor Default. Should the Contractor, at any time during the progress of the work, refuse or neglect, without fault of the Owner, to supply sufficient materials or workers to complete the work hereunder within the time specified (due allowances being made for the contingencies provided for), Owner shall have the right to declare the Contractor in default. In such event, the Owner shall be responsible for providing written notice to the Contractor and a copy to the Town by registered mail of such default. If the Contractor fails to remedy such default within fifteen (15) days of mailing such notice, the Owner shall have the right to select one or more substitute contractors acceptable to the Town to finish the work. Per 2 CFR 200, the Town will review the findings by which, the Owner has identified and declared the Contractor to be in default of the Contract. The Town will provide a written release to the Contractor releasing them of their contractual obligation. The Contractor shall be paid for all work satisfactory performed in accordance with this contract prior to termination. If the expense of finishing the work exceeds the balance not yet paid to the Contractor on this Contract, the Contractor shall pay the difference to the Town within ten (10) days after Town mails by registered mail a written request for payment to the Contractor. The Town may use all or any portion of the remaining balance including retention amount to compensate substitute contractors selected pursuant to this paragraph, and the Contractor shall have the right to object to this determination by the Town.

20. Termination of Convenience. This agreement may be terminated by either party with or without cause, upon thirty (30) days written notice to the other party. A copy of the notice shall be submitted to the Town within 24 hours of notification to the other party. All work shall cease at the conclusion of the notice period and Contractor shall be paid for all work satisfactorily performed in accordance with this contract prior to termination.

21. Insurance. Contractor warrants that Contractor has obtained all insurance required. Contractor shall not allow any subcontractor to commence work on any subcontract until all insurance required of the subcontractor has been obtained. Contractor agrees to maintain and provide evidence of the following policies of insurance at all times during the life of this contract:
a. Worker’s Compensation Insurance. In accordance with the provisions of Section 3700 of the California Labor Code, every contractor shall secure the payment of compensation to employees and provide certification that the contractor is aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self insurance in accordance with the provisions of that Code; Contractor to comply with such provisions before commencing the performance of work of this contract. b. Comprehensive General Liability. Every contractor shall secure a comprehensive general liability policy with a one million dollars ($1,000,000) per occurrence combined single limit coverage which includes bodily injury, property damage, and contract liability. Such insurance shall be primary and non-contributing and shall apply separately to each insured against who a claim is made or suit is brought, except with respect to the insurance company’s standard limits of liability. Each such policy of insurance provided for shall be issued by an insurance company, which is qualified to do business in the State of California.

The Contractor agrees to provide evidence to the Owner of such insurance prior to the commencement of work.

22. Contractor's Liability. Owner shall not be answerable or accountable in any manner for any loss or damage that may happen to the work or any part thereof, or for any of the materials or other things used or employed in performing the work; or for injury or damage to any person or persons, either workmen, employees or Contractor or subcontractors or the public, or for damage to adjoining or other property from any cause whatsoever arising out of or in connection with the performance of the work. Contractor shall be responsible for any damage or injury to any person or property resulting from defects or obstructions or from any cause whatsoever, except the sole negligence or willful misconduct of Owner or independent contractors who are directly responsible for the same, and in connection therewith:

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a. Contractor will defend any action or actions filed in connection with any of said claims, damages, penalties, obligations, or liabilities and will pay all costs and expenses, including attorneys' fees incurred in connection therewith.
b. Contractor shall not assert a claim against the Town, its officers, agents or employees arising out of any act or omission of the aforementioned, in the execution or performance of any contract pursuant to the Town’s Rehabilitation Program.
c. Contractor shall require each subcontractor to agree in his/ her contract for services not to make any claim against the Town, its officers, agents or employees. d. Nothing in any Contract executed pursuant to the Town’s Rehabilitation Program in which the Owner and Contractor are parties shall be construed to give any person other than Owner and Contractor any legal or equitable rights, remedies, or claims. b. Contractor will promptly pay any judgment rendered against Contractor covering such claims, damages, penalties, obligations, and liabilities arising out of or in connection with such work, operations, or activities of Contractor hereunder, and Contractor agrees to save and hold Owner and the Town of Apple Valley harmless therefrom.
c. In the event Owner, without fault, is made a party to any action or proceeding filed or prosecuted against the Contractor for damages or other claims arising out of or in connection with the work, operation, or activities of Contractor hereunder, Contractor agrees to pay to Owner all costs and expenses incurred by Owner in such action or proceeding together with reasonable attorneys' fees.

23. Assignment or Delegation of Contract. Contractor shall not assign any right under this contract except upon prior written authorization of the Owner and Town. Any request for assignment must be addressed to the Owner and Town for their approval before consent is given. Contractor shall not make any delegation of authority or responsibility which would in any way purport to relieve him/her of any obligation imposed by this contract.

24. Good Faith Resolution of Disputes. Any disagreement arising out of this contract or any alleged breach hereof shall be submitted to an arbitration service for resolution. Thereafter an action may be instituted at law or in equity to enforce the terms hereof.

25. Non-Discrimination. Contractor and its Subcontractors shall comply with provisions of the Fair Employment and Housing Act and the applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 7258.0 et seq.) by not unlawfully discriminating against any employee or applicant for employment because of the following: race, religion, color, national origin, ancestry, disability, medical condition, marital status, age (over 40) or sex. During the performance of this Contract, the Contractor assures that no otherwise qualified person shall be excluded from participation or employment, denied program benefits, or be subjected to discrimination based on race, color, national origin, sex, age, or handicap, under any program or activity funded by this Contract, as required by Title VI of the Civil Rights Act of 1964, Title I of the Housing and Community Development Act of 1974, as amended, and the Age Discrimination Act of 1975, and all implementing regulations. All Contractors and Subcontractors are required to comply with Section 504 of the Federal Rehabilitation Act of 1973 that prohibits discrimination against qualified individuals with disabilities. Individuals with disabilities are defined as persons with a physical or mental impairment which substantially limits one or more major life activities. Refer to The Federal Rehabilitation Act of 1973 for a list of qualified individuals.

26. Contract Work Hours and Safety Standards Act. All Contractors and Subcontractors who are awarded contracts in excess of $2,000 shall comply with the requirements of the Contract Work Hours Standards Act (40 U.S.C. 327-330) as supplemented by Department of Labor regulations (20 CFR Part 5) which requires that workers receive "overtime" compensation at a rate of one and one-half times their regular hourly wage after they have worked eight hours in one day or 40 hours in one week.

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27. Liquidated Damages. In the event Contractor fails to complete the project pursuant to this contract on or before the Final Completion Date (together with permissible delays), Contractor shall pay to Owner, as liquidated damages and not as a penalty, the sum of $ 100.00 per day for each day that Contractor is in default which sum represents a reasonable endeavor by the parties hereto to estimate a fair compensation to Owner for the foreseeable losses that may result from such delay in completion and due to the difficulty which would otherwise occur in establishing actual damages resulting from such delays in completion.

28. Notices. Any notices, requests or approvals given under this Contract may be personally delivered or deposited with the United States Postal Services for mailing, postage prepaid, registered or certified mail, return receipt requested to the following addresses:

To Owner(s): H25-08 To Town: Town of Apple Valley
H25-08 14955 Dale Evans Parkway
Apple Valley, CA 92307 Apple Valley, CA 92307
Attn: Silvia Urenda
To
Contractor:

Siciliano Construction Company Inc.
18789 Albany St.

Hesperia, CA 92345

29. Modifications. No modification, rescission, waiver, release or amendment or any provision of this contract shall be made except by a written contract executed by both Owner or Contractor, and approved by the Town of Apple Valley Community Development Staff, or designee.

30. Contractor and Owner Understanding. Contractor and Owner hereby acknowledge that they have read this contract and further acknowledge that time has been allowed for them to consult an attorney of their choosing. Owner and Contractor acknowledge that this Agreement affects their legal rights and that they have read and understand its provisions. The Owner and Contractor agree that they are the sole Parties to this Contract and are solely responsible for its performance. The Parties agree that neither the Town nor its agents, officers or employees assume any liability or responsibility whatsoever arising out of this Contract.

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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed in three (3) original copies on the day and year first above written (Copy to Owner, Copy to Contractor, Copy to Program Manager). "CONTRACTOR"
State of California Contractor's License Number: #1083486 Contractor's Business Phone Number: 909-689-7116
By:

Erik Jerez- Owner
Siciliano’s Construction Company Inc.

TOWN OF APPLE VALLEY HOMEOWNER
By: By:

Scott Nassif, Mayor Owner’s Signature:

ATTEST:

La Vonda M. Pearson, Town Clerk
APPROVED AS TO CONTENT:

Douglas B. Robertson, Town Manager
APPROVED AS TO FORM:

BEST BEST & KRIEGER LLP
Thomas Rice, Town Attorney

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Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: MIKE MARTIN GYMNASIUM ROOF REHABILITATION NOTICE OF

COMPLETION
From: Douglas Robertson, Town Manager
Submitted by: Debbie Rivera, Director of Parks and Recreation Parks and Recreation Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
That the Town Council:

A. Accept the work for the Mike Martin Gymnasium Roof Rehabilitation Project No.

FAC2025-03 as complete for a total cost of $64,500.00;
B. Direct the Town Clerk to file the Notice of Completion with the San Bernardino County Recorder’s Office; and
C. Authorize the release of retained funds 30 days after the Notice of Completion has been recorded, provided no claims are filed against the project.

BACKGROUND
On January 14, 2025, the Town Council awarded a contract to KRGS Roofing, Inc. in the amount of $64,500 with a 10% contingency of $6,450, for a total authorized amount not to exceed $70,950.00 for the Mike Martin Gymnasium Roof Rehabilitation Project. The project generally consisted of providing all labor, equipment, and materials to rehabilitate the foam roof by repairing all damaged areas, applying two coats foam coating, and applying ceramic granules. In addition, a new yellow service pathway coating was applied.

ANALYSIS
Upon completion of construction, Town facilities and Building and Safety staff conducted a detailed inspection of the project to ensure full compliance with the approved plans, specifications, and contract requirements. All identified punch list items have been resolved to the Town’s satisfaction. The completed work meets the design intent, safety

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standards, and quality requirements of the contract. Staff therefore recommends acceptance of the project as complete.

FISCAL IMPACT
Funding for this project has been appropriated in the adopted FY 2024-2025 budget using Capital Projects fund 10016036-750100. Upon award, council authorized a budget amendment to reappropriate funds in the 2025/2026 fiscal year. The final cost for the project is $64,500.00.

ATTACHMENTS
A. Notice of Completion

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Recording Requested by:

Town of Apple Valley
When Recorded mail to:

Town of Apple Valley
Facilities Department
14955 Dale Evans Parkway
Apple Valley, CA 92307
Exempt from filing fees pursuant to
Government Code Section 27383.

SPACE ABOVE THIS LINE FOR RECORDER’S USE ONLY

NOTICE OF COMPLETION
(Public Street Improvement)
NOTICE IS HEREBY GIVEN, that

1. The undersigned, Debbie Rivera, is the duly appointed and qualified Director of Parks & Recreation of the owner of interest or estate stated below in the property hereinafter described:

2. The full name of the owner is: Town of Apple Valley, a municipal corporation of the State of California, and which is located within the County of San Bernardino, in said State, and the address is 14955 Dale Evans Parkway, Apple Valley, California 92307.

3. That on the 8th day of July, 2025 and pursuant to approval of the Town Council of the said Town, the Town entered into a contract with KRGS , whose address is 660 Weng Star St Beaumont, CA 92223, to perform the Mike Martin Gymnasium Roof Rehabilitation Project in the Town of Apple Valley, and in accordance with the Town of Apple Valley’s Plans and Specifications.

4. That all of the said work or improvement was located at various locations within said Town of Apple Valley, APN: 3087-351-24.

5. That all the said work or improvement contemplated in and under said contract was completed on September 23, 2025, and accepted by Council action on September 23, 2025

6. That the Surety on the Performance Bond of said Contractor and the surety on the Labor and Material Bond of said Contractor, under said contract, was and is $64,500.00 and $64,500.00.

The undersigned states: That the Town of Apple Valley, the political subdivision of the State of California conducted the proceedings for the improvement located 14955 Dale Evans Parkway, Apple Valley, California 92307, in said Town, described or referred to in the foregoing "Notice of Completion”.

I certify under penalty of perjury that the foregoing is true and correct. ____________________________________________DATE: September 23, 2025 Debbie Rivera, Director of Parks & Recreation,
of the Town of Apple Valley, California

STATE OF CALIFORNIA )

COUNTY OF SAN BERNARDINO )
TOWN OF APPLE VALLEY )ss.

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Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: APPROVE AMENDMENT NO. FOUR (4) TO TOWN MANAGER

EMPLOYMENT AGREEMENT
From: Douglas Robertson, Town Manager
Submitted by: Thomas A. Rice, Town Attorney
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
It is recommended that the Town Council approve the Fourth (4th) Amendment to the Employment Agreement between the Town of Apple Valley and Douglas Robertson.

BACKGROUND
On November 28, 2017, the Town Council unanimously approved the Employment Agreement with Douglas Robertson under which he has served as Town Manager since January 2, 2018. On July 13, 2021, the Town Council approved the First (1st) Amendment to the Agreement, providing the Town Manager with an additional 80 hours of administrative leave time to be used on or before June 30, 2022. On October 11, 2022, the Town Council approved the Second (2nd) Amendment to the Agreement, providing the Town Manager with a five percent (5%) merit increase effective July 1, 2022. On May 9, 2023, the Town Council approved the Third (3rd) Amendment to the Agreement, providing the Town Manager with a performance-based merit increase and extended the term of the Agreement through 2025. The Town Manager has indicated his intent to retire on December 30, 2025.

DISCUSSION
With the Town Manager’s retirement approaching, the Town Council is currently in the process of hiring a new Town Manager. The Town Council anticipates hiring a new Town Manager in advance of the Town Manager’s retirement. Under the proposed Fourth (4th) Amendment to the Agreement, the Town would make a payment equivalent to the value of the separation payment direct to the Town Manager’s retirement health savings account so long as the Town Manager remains employed through December 30. The Town Council expects the Town Manager to remain available to the Town Council and new Town Manager through December 30, and anticipates the Town Manager assisting

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with a smooth transition by providing advice, guidance, and context on a variety of Town matters.

CONCLUSION
It is recommended that the Town Council approve the Fourth (4th) Amendment to the Employment Agreement between the Town of Apple Valley and Douglas Robertson.

FISCAL IMPACT
The action would result in the Town making a one-time payment to the Town Manager’s retirement health savings account assuming the Town Manager remains with the Town and continues to provide services through December 30, 2025.

ATTACHMENTS
A. Employment Agreement between the Town of Apple Valley and Douglas Robertson
B. First (1st) Amendment
C. Second (2nd) Amendment
D. Third (3rd) Amendment
E. Proposed Fourth (4th) Amendment

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1 FOURTH AMENDMENT TO

EMPLOYMENT AGREEMENT BETWEEN
THE TOWN OF APPLE VALLEY AND DOUGLAS B. ROBERTSON
This Fourth Amendment to the Employment Agreement (“Fourth Agreement”) is made by and between Douglas B. Robertson (“Employee”) and the Town of Apple Valley, a California municipal corporation, (“Town”) and is entered into this ____ day of _____________, 2025.

WHEREAS, on November 28, 2017, the Town and Employee entered into an Employment Agreement under which Employee has served as Town Manager since January 2, 2018 (“Original Agreement”); and
WHEREAS, on July 13, 2021, the Town and Employee entered into a First Amendment to the Employment Agreement to provide Employee with an additional balance of administrative leave (“First Amendment”); and
WHEREAS, on October 11, 2022, the Town and Employee entered into a Second Amendment to the Employment Agreement to amend the Employee’s base salary (“Second Amendment”); and
WHEREAS, on August 26, 2023, the Town and Employee entered into a Third Amendment to the Employment Agreement to amend the Employee’s base salary and extend the term (“Third Amendment”); and
WHEREAS, Employee has indicated his intent to retire on December 30, 2025 and Town has commenced a recruitment effort for its next Town Manager; and WHEREAS, Town desires that Employee will remain in office through December 30, 2025, and will make himself available during that time to the incoming Town Manager to provide advice, guidance, and context on a variety of Town matters and to ensure a level of continuity and consistency for the Town, its elected officials, its staff, and the general public; and WHEREAS, Town desires to amend the Original Agreement, as amended, to require the payment of a sum directly to Employee’s retirement health savings account in an amount equal to six (6) months’ base salary.

NOW, THEREFORE, the Town and Employee agree as follows:

1. A new Section 3.8 is hereby added to the Original Agreement, as amended, to read as follows:
“ 3.8 In the event that Employee remains employed by Town through December 30, 2025 and makes himself available to the next Town Manager to provide support and guidance and to ensure a smooth transition, the Town will pay an amount equal to six (6) months’ base salary, less any deductions required by law, payable directly into Employee’s health reimbursement arrangement set forth in Section 5.5.”

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2 2. Except as stated herein, the Original Agreement, as amended, remains in full force and effect.

IN WITNESS WHEREOF, the Town and Employee have executed this Fourth Amendment on this ____ day of _____________, 2025.

FOR EMPLOYEE:

By:

Douglas B. Robertson, Employee
FOR TOWN:

By:

Scott Nassif, Mayor

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Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: INTRODUCE ORDINANCE NO. 571 AN ORDINANCE OF THE TOWN

COUNCIL OF THE TOWN OF APPLE VALLEY, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, AMENDING CHAPTER 3.12
OF TITLE 3 OF THE TOWN OF APPLE VALLEY MUNICIPAL CODE,

RELATING TO PURCHASING
From: Douglas Robertson, Town Manager
Submitted by: Adam Cripps, Interim Assistant Director of Finance Finance Department
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
That the Town Council:

A. Find that the proposed adoption of Ordinance No. 571 is not subject to and is exempt from CEQA based upon a finding that, under section 15061(b)(3) of the CEQA Guidelines, it can be seen with certainty that there is no possibility that the proposed amendment may have a significant effect on the environment.

B. Direct staff to file a Notice of Exemption.

C. Move to waive the reading of Ordinance No. 571 in its entirety and read by title only.

D. Move to introduce Ordinance No. 571 amending Chapter 3.12 of Title 3 of the Town of Apple Valley Municipal Code, relating to purchasing.

SUMMARY
The Town’s current purchasing provisions are codified in Chapter 3.12 of the Apple Valley Municipal Code. This chapter has not been updated in over a decade and, as a result, does not reflect best practices, inflationary adjustments, or current operational needs.

Following a comprehensive review, staff recommends amendments that will modernize the Town’s purchasing procedures. The proposed ordinance clarifies bidding

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requirements, establishes appropriate approval authority thresholds, and consolidates exemptions into a clear and consistent framework.

BACKGROUND
The Town strives to operate efficiently and effectively while maintaining transparency and accountability in all purchasing decisions. The current purchasing code is outdated, particularly with respect to approval thresholds and procedural requirements.

Key issues identified by staff include:
 Thresholds for Town Manager purchasing authority do not reflect inflation or industry norms.
 Bidding procedures lack flexibility and clarity.
 Exemptions to standard requirements are scattered and outdated.

The proposed amendments address these concerns and better align the Town’s purchasing system with contemporary practices.

ANALYSIS
The proposed ordinance will:
 Establish clear authority levels:
o Purchases up to $10,000 authorized by Department Heads/Assistant Town Manager.
o Purchases up to $75,000 are authorized by the Town Manager. o Purchases exceeding $75,000 require Town Council approval.  Modernize bidding requirements:
o Purchases up to $10,000 may be made without formal quotes. o Purchases between $10,000 and $50,000 require three quotations. o Purchases above $50,000 require a formal competitive process.  Clarify exemptions, including intergovernmental contracts, piggybacking, emergencies, sole-source procurement, and inadequate competition.  Provide explicit procedures for emergency purchases.
 Establish and reaffirm a local bidder preference.
 Update authority for surplus equipment disposal.

These revisions balance efficiency with accountability and ensure that Town staff can respond to needs promptly while protecting public funds. None of these proposed changes is intended to alter the Town Council’s overarching intent of the Code itself.

FISCAL IMPACT
There is no direct fiscal impact associated with this action. Indirectly, the amendments may result in cost savings through more streamlined purchasing procedures.

ATTACHMENTS
A. Ordinance No. 571

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ORDINANCE NO. 571

AN ORDINANCE OF THE TOWN COUNCIL OF THE TOWN

OF APPLE VALLEY, COUNTY OF SAN BERNARDINO,
STATE OF CALIFORNIA, AMENDING CHAPTER 3.12 OF
TITLE 3 OF THE TOWN OF APPLE VALLEY MUNICIPAL

CODE, RELATING TO PURCHASING
WHEREAS, the Town is dedicated to operating efficiently, effectively and streamlining operations where possible; and
WHEREAS, the Town’s current purchasing system is outlined in Chapter 3.12 of the Town’s Municipal Code; and
WHEREAS, Town staff has conducted a review of the Town’s purchasing system, which has not been updated in the past decade, and has identified areas of improvement; and
WHEREAS, the proposed amendments to the system more clearly set forth the approval authority levels for various purchases along with the bidding requirements for such purchases; and
WHEREAS, the proposed amendments to the system re-establish the exceptions to the standard requirements in a clear, straightforward manner, and provide more flexibility in purchasing; and
WHEREAS, this increased flexibility will allow the Town to more quickly respond to needs and increase the level of services provided.

NOW, THEREFORE, the Town Council of the Town of Apple Valley, State of California, does ordain as follows:

Section 1. The recitals above are true and correct and are hereby incorporated herein by this reference.

Section 2. Chapter 3.12 of the Apple Valley Municipal Code is hereby amended in its entirety to read as follows:

CHAPTER 3.12 – PURCHASES

3.12.010 - Adoption of Purchasing System
(A) Establishment. In order to establish efficient procedures for the purchase of supplies, materials and equipment, and contracted services, to secure for all departments of the Town, supplies, materials, equipment, and services at the lowest possible cost commensurate with the quality needed, to exercise positive

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Ordinance No. 571
financial control over purchases, to clearly define authority for the purchasing functions and to assure that quality of purchases, a centralized purchasing system is adopted.
(B) Purchasing Policy. All purchases of goods, supplies, equipment, and services shall be made in accordance with this Chapter. The Town Manager may promulgate a formal Purchasing Policy to provide staff further guidance regarding compliance with this Chapter. Such Purchasing Policy shall be consistent with this Chapter and may be changed from time to time in order to remain in compliance with necessary law and to address the evolving procurement needs of the Town. (C) Vendor Lists. The Town may utilize the processes of this Chapter and Purchasing Policy, if such exists, to procure vendors who will be eligible or preferred to provide goods or services to the Town on an as-needed basis.
(D) Public Works Projects. This Chapter shall not apply to purchases subject to the California Public Contract Code.
(E) Purchases Subject to Funding Restrictions. This Chapter is not intended to supplant, replace, or modify any grant or other funding source requirements (e.g., federal, state, or non-profit donor requirements). In the event that funding source requirements conflict with the requirements of this Chapter, the funding source requirements shall control.

3.12.020 - Purchasing Division
Unless otherwise exempted under this Chapter, the purchase and sale of all supplies, materials, equipment, and services shall be the responsibility of the Purchasing Agent.

The Purchasing Agent shall be the Town Manager or the Town Manager’s designee.

3.12.030 - Bidding Requirements
The procurement process used to purchase supplies, material, equipment, and contracted services is dependent upon the total dollar amount of the goods or services to be purchased and the type of purchase.
(A) Purchases up to $10,000. Purchases up to $10,000 may be made without the need for formal bids or quotes.
(B) Purchases between $10,000 and $50,000. Purchases between $10,000 and $50,000 may be made after receipt of no fewer than three vendor quotations. The purchase shall be awarded to the bidder offering the most advantageous bid to the Town after consideration of price, quality, durability, servicing, delivery time, standardization, and other factors as determined appropriate by the Purchasing Agent.
(C) Purchases above $50,000. Purchases in this category are subject to formal competitive bidding or competitive selection. The formal competitive bidding process may vary at the discretion of the Purchasing Agent, depending on the purchase. At a minimum, the formal competitive bidding process shall include a notice inviting bids, which may be posted on the Town’s website, a formal request for proposals process with deadlines for the receipt of bids, criteria for evaluating

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the bids, and a selection process. The Purchasing Agent may establish any lawful requirements they deem appropriate as part of the formal bidding process, which may include requiring bid security or requiring compliance with an established model contract.

Purchases shall not be split or separated into smaller purchases to achieve exemption from the bidding requirements defined herein.

3.12.040 - Bidding Requirements Exemptions
The bidding requirements set forth in Section 3.12.030 shall not apply to the following:
(A) Inter-Governmental Contracts. Purchases from, or sales to a government or governmental agency
(B) Piggybacking. Purchases from a vendor or manufacturer which, through another government or governmental agency's bidding procedure, has established a price at which such a vendor or manufacturer is willing to sell to the Town. During such a bid procedure more than one responsive bid must have been received. (C) Emergencies. Emergency Procurements as more defined in Section 3.12.060 of this Chapter.
(D) Sole Sourcing. If the Purchasing Agent determines that the supplies, materials, equipment, and services can only reasonably be obtained from a single source (e.g., where only one manufacturer makes an item that meets the required specifications or only one item is compatible with existing equipment), then the Purchasing Agent may proceed without the solicitation of bids. For any purchase exceeding limits defined in this Chapter and utilizing the sole sourcing exemption, the Purchasing Agent or their designee shall prepare, or require the preparation of, a sole source justification memorandum detailing the basis for sole sourcing. (E) Inadequate Competition. If, after following the appropriate bidding requirements identified in Section 3.12.030, there is a lack of responsive bids, the Purchasing Agent may determine that inadequate competition exists and may proceed to identify a vendor in any manner they deem appropriate.
(F) Specific Types of Contracts. Purchases relating to the handling of litigation or tort claims, personnel investigations, and nuisance abatement actions, including board-up and demolition contracts to the extent they are not public works projects. (G) Energy Contracts. Contracts for energy purchases as allowed by resolution of the Town Council and the provisions set forth within the formation and implementation plan documents of Apple Valley Choice Energy.
(H) Town Council Approved Purchases. Purchases otherwise approved by the Town Council.

3.12.050 - Approval Authority
The authority to purchase supplies, material, equipment, and contracted services is dependent upon the total dollar amount of the goods or services to be purchased and the type of purchase. Purchasing authority is based on the following amounts:

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Ordinance No. 571
(A) Purchases up to $10,000. Purchases in this category may be authorized by the Assistant Town Manager or a Department Head. These purchases may not include continuing annual contracts.
(B) Purchases up to and including $75,000. Purchases in this category may be authorized by the Town Manager. In the absence of the Town Manager, the Town Manager’s assigned designee may authorize such purchases. The Town Manager may authorize continuing annual contracts up to and including $75,000 per fiscal year only when there are sufficient funds in the current fiscal year budget and only when the contract includes a provision that permits the no-cost termination of the contract in future years should the necessary budget not be made available. (C) Purchases over $75,000. Purchases in this category may only be authorized by the Town Council.

Purchases shall not be split or separated into smaller purchases in order to bring the purchase within the provisions of lower approval authority. Nothing in this section shall be interpreted to authorize any deviation from the procedural or substantive requirements of the California Public Contract Code for public works contracts.

3.12.060 – Encumbrance of Funds
No purchase shall be made and no contract entered into unless there exists an unencumbered appropriation in the budgeted account against which the purchase or contract is to be charged.

3.12.070 – Emergency Purchases
In case of an emergency, which is so urgent as to preclude advance action by the Town Council and which requires purchase of supplies, materials, equipment or contractual services, the Town Manager shall have the authority to authorize securing in the open market any such supplies, materials, equipment or contractual services. This emergency authority shall extend to all purchases, irrespective of the fact that the amount might exceed the authorized thresholds outlined elsewhere in this Code. An explanation of the emergency circumstances shall be filed with the Town Council within forty-eight (48) hours of the emergency purchase. Any purchases exceeding the Town Manager’s threshold established in Section 3.12.050 shall be brought to the Town Council for consideration and ratification at the next regular meeting of the Town Council or as soon as reasonably practicable under the given emergency circumstances.

3.12.080 – Local Bidders
Any bid submitted by a local bidder for supplies, material, equipment, and contracted services pursuant to this Chapter shall receive a five percent (5%) credit for comparison purposes with other bidders when a local credit is allowable under the law. For the purposes of this Section, "local bidders" shall be bidders who have maintained their

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Ordinance No. 571
principal place of operation within the Local Preference Region for at least six months prior to the publication of the call for proposals or bids. The Local Preference Region shall be the area contained within the geographical area depicted by the defined borders of the map in Figure 3.12. This map and the boundaries that depict the Local Preference Region shall also be maintained by and on file with the Town Clerk.

An additional one percent (1%) credit shall be awarded to local bidders who are incorporated within the Town of Apple Valley.

Figure 3.12. Local Preference Region
For the avoidance of doubt, this Section shall not apply to public works projects subject to the California Public Contract Code

3.04.090 Surplus Supplies and Equipment
(A) All Town agencies and departments shall submit to the Purchasing Agent reports showing all supplies, materials and equipment which are no longer used or usable or which may have become obsolete, unfit or worn out.
(B) The Purchasing Agent shall have authority to sell or auction off said supplies, materials and equipment, or to exchange or trade in the same for new supplies, materials and equipment.

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(C) The proceeds of any sale shall be deposited in the general fund of the Town, unless such asset belonged to a special fund or the proceeds must be directed elsewhere as required by law.
(D) Town officers and employees shall not be purchasers at any sale or auction authorized, conducted, or administered by them in their official capacity, nor shall any Town officer or employee directly or indirectly submit a bid at the auction if they have participated in the preparation or conduct of the sale or auction in their official capacity.”
Section 3. Compliance with California Environmental Quality Act. This Ordinance has been assessed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA) and the State CEQA Guidelines and it has been determined that approval of the Ordinance is exempt from further environmental review under the general rule in California Environmental Quality Act (CEQA) Guidelines Section 15061(b)(3) that CEQA only applies to projects that have the potential for causing a significant effect on the environment. As a series of text amendments and additions without any physical project being approved, it can be seen with certainty that there is no possibility that the amendments to the Municipal Code will have a significant effect on the environment. The Town Council concurs in these findings and adopts them as its own.

Section 4. Notice of Adoption. The Town Clerk of the Town of Apple Valley shall certify to the adoption of this ordinance and cause publication to occur in a newspaper of general circulation and published and circulated in the Town in a manner permitted under Section 36933 of the Government Code of the State of California.

Section 5. Effective Date. This Ordinance shall become effective thirty (30) days after the date of its adoption.

Section 6. Severability. If any section, sentence, clause or phrase of this Ordinance or the application thereof to any entity, person or circumstance is held for any reason to be invalid or unconstitutional, such invalidity or unconstitutionality shall not affect other provisions or applications of this Ordinance which can be given effect without the invalid provision or application, and to this end the provisions of this Ordinance are severable. The Town Council of the Town of Apple Valley hereby declares that it would have adopted this Ordinance and each section, sentence, clause or phrase thereof, irrespective of the fact that any one or more section, subsections, sentences, clauses or phrases be declared invalid or unconstitutional.

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Ordinance No. 571
APPROVED and ADOPTED by the Town Council of the Town of Apple Valley and signed by the Mayor and attested by the Town Clerk this 23rd day of September, 2025.

Scott Nassif, Mayor
ATTEST:

La Vonda M-Pearson, Town Clerk
Approved as to form: Approved as to content:

Thomas A. Rice, Town Attorney Douglas B. Robertson, Town Manager

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Town Council Agenda Report
Date: September 23, 2024
To: Honorable Mayor and Town Council
Subject: PROGRAM YEAR (PY) 2024-2025 CONSOLIDATED ANNUAL

PERFORMANCE EVALUATION REPORT (CAPER)
From: Douglas Robertson, Town Manager
Submitted by: Silvia Urenda, HCD Supervisor and Special Projects Manager Housing and Community Development Division
Budgeted Item: Yes No N/A

RECOMMENDED ACTION
That the Town Council:

A. Conduct a public hearing and accept public testimony on the Program Year (PY) 2024-2025 Consolidated Annual Performance Evaluation Report (CAPER).

B. Approve the PY 2024-2025 CAPER.

C. Authorize the Town Manager or his designee to submit the PY 2024-2025 CAPER to the U.S. Department of Housing and Urban Development (HUD), along with any public testimony and changes thereto as directed by the Town Council.

BACKGROUND
HUD requires the Town to prepare and submit a CAPER to describe the Town’s progress in meeting the goals established in the PY 2024-2025 Action Plan that was approved by the Town Council on April 23, 2024, and subsequently amended on March 25, 2025. The CAPER is required to be submitted to HUD no later than 90 days after the end of the program year to comply with HUD regulations found at 24 Code of Federal Regulations

91.520. The PY 2024-2025 CAPER was prepared and made available for the HUDrequired 15-day public review and comment period, which began on September 8, 2025, and concluded on September 23, 2025.

During the 2024-2025 PY, the Town received $664,719 in Community Development Block Grant (CDBG) funds, allocated $143,718.28 in prior year CDBG funds, and $102,905.84 in program income received during the program year for a total CDBG budget of $911,343.12. In addition, the Town of Apple Valley and the City of Victorville Consortium received $766,503.28 in HOME Investment Partnerships (HOME) funds, and through a

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Substantial Amendment to the PY 2024-2025 Action Plan, the Town allocated $728,336 in prior year HOME funds for a total HOME budget of $1,494,839.28 to be allocated to activities designed to meet the Town’s Five-Year Consolidated Plan – Strategic Plan goals. The PY 2024-2025 Action Plan was the third year of the five-year 2022-2026 Consolidated Plan cycle for the Town’s CDBG and HOME programs.

ANALYSIS
Prior to the commencement of the 15-day public review period, the Town published a notice in the Valleywide Newspaper (English and Spanish) informing the public that the Town had prepared the Draft PY 2024-2025 CAPER and its availability for review and comment. The public was informed of the opportunity to provide oral and/or written comments on the CAPER. To date, no public comments have been received.

The accomplishments for the 2024-2025 PY included:
 Providing food baskets for 393 residents.
 Providing emergency utility assistance to 87 residents.  Providing fair housing services for 13 residents.
 Providing senior activities services to 132 residents.  Assisting six (6) owner-occupied eligible households with financial assistance to rehabilitate their single-family residence under the Town’s Residential Rehabilitation program (RRP).
 Commencing and completing a majority of the ADA Village North Sidewalk Improvement Project which will assist a total of 9,801 residents.  Commencing the Request for Qualifications for Engineering and Design Services for the James Woody Facilities COVID-19 HVAC Filtration System Project.

A more detailed explanation of accomplishments can be found in the attached Draft PY 2024-2025 CAPER.

FISCAL IMPACT
Presently, there is no fiscal impact. The Town is required to submit the PY 2023-2024 CAPER to HUD to report on the annual accomplishments and expenditures during the program year. Although the submittal of the CAPER has never resulted in a fiscal impact to the Town, failure to submit the CAPER to HUD in a timely manner could possibly result in non-compliance with CDBG regulations, which has the potential to lead to future financial sanctions.

ATTACHMENTS
A. Exhibit A: Draft PY 2024-2025 CAPER available at the Town Clerk’s Office during regular business hours.

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Town Council Agenda Report
Date: September 23, 2025
To: Honorable Mayor and Town Council
Subject: VACANCY ON THE PLANNING COMMISSION
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
Council Member Bishop to nominate: ____________ to the Town of Apple Valley Planning Commission.

SUMMARY
A vacancy currently exists on the Town of Apple Valley Planning Commission.

It is appropriate at this time for Council Member Bishop, the appointing member, to nominate one (1) person to the Apple Valley Planning Commission.

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Apple Valley City CouncilSeptember 23, 2025

Apple Valley City Council
September 23, 2025