Atherton City Council
July 17, 2024

TOWN OF ATHERTON TETRA TECH
Dan Helt is experienced in both civil engineering and land surveying aspects of construction and land development projects. He has designed and prepared both small and large federal, municipal, commercial, and residential grading and drainage plans, as well as utility plans and project associated public improvement plans. Mr. Helt has prepared a variety of hydrology and hydraulic documents for review of analysis and compliance with codes and standards. He has prepared and reviewed specifications, calculations and other basis of design documents.

Experience
Red Morton Park Stormwater Retrofit, City of Redwood City, CA.

Survey Project Manager. Mr. Helt oversaw survey services in support of this stormwater retrofit project at Red Morton Community Park in Redwood City. Tetra Tech conducted a topographic survey, comprised of ground survey and aerial photogrammetry, and performed detailed investigations of the site in order to allow the design team to understand above and below ground features. Existing site information and as-built engineering documents were compiled to create a detailed base map, that accurately depicts the above ground features, as well as the subsurface constraints and tie in points to the culvert running below Red Morton Park. The base map is controlled Horizontally and Vertically by Continuously Operating Reference Stations and GPS observations. Tetra Tech is also responsible for providing the plans, specifications, and estimate (PS&Es) for the construction of the 9-15 acre feet stormwater capture and treatment facility.

Aliso Creek – Limekiln Creek Restoration Project, City of Los Angeles Bureau of Engineering, Los Angeles, CA. Survey Manager. Mr. Helt oversaw survey services for this project, located at the confluence of the concrete lined Aliso and Limekiln Creek flood channels. The project improvements involve constructing several stormwater Best Management Practices (BMPs) intended to treat on-site and off-site runoff and reduce contamination in Aliso Creek, Limekiln Creek, and the Los Angeles River.

The proposed BMPs include low flow channel diversions, stormwater pump stations, stormwater pre-screening devices, bioswales, vegetated detention/retention basin, the restoration of upland, riparian habitat, and BMP educational signage. The goal of the project is to significantly reduce the pollutant loads, as well as transform a specifically built flood control facility into a multi-function green infrastructure facility. The project will also be designed to achieve a Platinum Envision Rating. This important water quality project is part of the City’s overall efforts through the Proposition O Bond Program to improve water quality and reduce pollutant loads that are currently being conveyed to the rivers, lakes, and oceans within the greater Los Angeles area.

SURVEY LEAD
Dan Helt, PE, PLS

EDUCATION
BS, Civil Engineering, Cal
Poly, San Luis Obispo, 2003

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer:

California, No. C69347
Professional Land Surveyor:

California, No. 8925

YEARS OF EXPERIENCE
21

TOWN OF ATHERTON TETRA TECH
Caruthers Park Stormwater and Urban Runoff
Capture Project, City of Bellflower, CA. Survey
Manager. Mr. Helt oversaw survey services for this
Caltrans funded stormwater capture project. The
survey scope for this project included aerial and
ground based topographical survey. Analytical
aerotriangulation and stereo compilation was used to
create both planimetric and terrain data. The terrain
data was then used to generate 1-foot contours. A
ground survey supplemented the aerial acquired
topography, in order to collect additional data of
features not readily visible from the air. The Digital
Terrain Model of the ground and aerial surveys were
combined to eliminate redundancy, and an AutoCAD
Civil 3D file containing all data was produced. The
Caruthers Park Project consists of a gravity diversion
from two separate Los Angeles County Flood Control
District storm drain lines; a 72” RCP line that drains
261 acres of the Los Cerritos Channel, and a 38’ wide
rectangular concrete channel that drains 2,995 acres
of the Lower San Gabriel River. The diverted flows
pass through a pretreatment system to remove trash,
debris, and sediment. The runoff is then passed into
a large buried multi-chambered storage/infiltration
facility that will be treated and used to irrigate the park.

Flows in excess of the required irrigation demands
will pass into the infiltration gallery to be exfiltrated through the soil to eventually combine with the ground
water. It is anticipated that the system will use active controls to monitor the weather conditions and empty
the facility through a secured cloud-based system. This project will help the City comply with their bacteria
and metals TMDL, while providing additional benefits
of potable water offset and park revitalization.

Lower Colorado River Mapping and Sediment
Survey, Topobathymetric LiDAR, Multibeam, River
Restoration Organization, LLC for the US Bureau
of Reclamation Boulder City, NV. Technical Advisor.

Responsible for providing QA/QC of survey control
network including processing and adjustments. Tetra
Tech was contracted to provide bathymetric and aerial
LiDAR survey services to produce a high-quality digital elevation model (DEM) of the Lower Colorado River
from the international border with Mexico at river
mile 0 to river mile 342 at Hoover Dam. As part of this effort to support the Bureau of Reclamation, Tetra Tech performed an independent review of the bathymetric
LiDAR data to produce bathymetric “void” maps where
the LiDAR returns were either not required or not
expected to be accurate. Tetra Tech surveyed 1,887-
line miles of the Lower Colorado River.

Hermosa Beach Greenfield Infiltration Project, City
of Hermosa Beach, Hermosa Beach, CA. Survey
Manager. Mr. Helt oversaw survey services for a new
regional BMP facility to divert water from a major flood control storm drain and convey it to an underground
infiltration system. This project protects and improves Santa Monica Bay water quality by diverting and
infiltrating storm water that contains TMDL pollutants
fecal indicator bacteria, sediment-borne DDT and
PCBs, and trash, as well as typical pollutants in urban runoff (metals and nutrients). The proposed tributary
area to be mitigated by this project is 2,914 acres
including runoff from all cities in the Beach Cities
Watershed Management Group. Additional project
benefits include reducing downstream flooding,
preserving the existing use of the linear greenbelt as
a running path, restoring native coastal dune habitat,
and supporting loads associated with municipal
vehicles for parkland maintenance. The survey scope
of this project included aerial and ground based
topographical survey. Analytical aerotriangulation
and stereo compilation was used to create both
planimetric and terrain data. The terrain data was then used to generate 1-foot contours. A ground survey
supplemented the aerial acquired topography, in
order to collect additional data of features not readily visible from the air. The Digital Terrain Model of the
ground and aerial surveys were combined to eliminate
redundancy, and an AutoCAD Civil 3D file containing
all data was produced.

Urban Orchard Multi-Benefit Park and Green
Infrastructure Project, Trust for Public Land, South
Gate, CA. Survey Manager. Mr. Helt oversaw survey
services for this project that involves the diversion and pretreatment of dry- and wet-weather flows to irrigate
a community garden and wetland. Tetra Tech was
contracted to provide a feasibility study and plans,
specifications, and estimates for the construction of a 30-acre post-industrial site into a multi-benefit, green infrastructure park with recreational features along the Los Angeles River. Additionally, the project will explore the naturalization of the currently concrete Bandini
Channel that runs through the project area, as well as
opportunities to clean, infiltrate, and reuse stormwater onsite for possible irrigation of the urban orchard.

HELT (continued)

TOWN OF ATHERTON TETRA TECH
Mark Lawler is experienced in a variety of field survey and GIS applications.

He has participated in all aspects of control, construction, boundary, topographic and aerial control surveys including terrestrial LiDAR acquisition.

Mr. Lawler has ample experience with field survey preparation, logistics and execution and is responsible for geospatial data acquisition processing and quality control, project research, crew deployment and support as well as task oversight and tracking. He has experience working on projects for municipal, state and federal agencies in diverse areas such as real estate and cadastral, flood plain management, public health and safety, and resource management.

Experience
Bonita School Road Bridge Replacement Survey, Santa Barbara County Public Works, Santa Maria, CA. Survey Technician. Mr. Lawler was responsible for providing topographic survey of the Santa Maria River channel and surrounding surface-street Bonita School Road. Tetra Tech set 22 ground control targets, and tied those points to the Santa Maria Valley Control Network. Aerial photography was acquired and 18 color exposures at 1:2400 and 12 color exposures at 1:3600 were produced.

Analytical aerotriangulation and stereo compilation was used for density control and to create both planimetric and terrain data. The terrain data was then used to generate 1-foot contours. Additionally, Tetra Tech performed a ground survey to supplement the aerial acquired topography, in order to collect additional data of features not readily visible from the air.

The Digital Terrain Model of the ground and aerial surveys were combined to eliminate redundancy, and an AutoCAD Civil 3D file containing all data was produced.

Aliso Creek – Limekiln Creek Restoration Project, City of Los Angeles Bureau of Engineering, Los Angeles, CA. Survey Technician. Mr. Lawler provided field survey services for this stormwater improvement project, located at the confluence of the concrete lined Aliso and Limekiln Creek flood channels. The project improvements involve constructing several stormwater Best Management Practices (BMPs) intended to treat on-site and off-site runoff and reduce contamination in Aliso Creek, Limekiln Creek, and the Los Angeles River. The proposed BMPs include low flow channel diversions, stormwater pump stations, stormwater prescreening devices, bioswales, vegetated detention/retention basin, the restoration of upland, riparian habitat, and BMP educational signage. The goal of the project is to significantly reduce the pollutant loads, as well as transform a specifically built flood control facility into a multi-function green infrastructure facility. The project will also be designed to achieve a Platinum Envision Rating. This important water quality project is part of the City’s overall efforts through the Proposition O Bond Program to improve water quality and reduce pollutant loads that are currently being conveyed to the rivers, lakes, and oceans within the greater Los Angeles area.

SURVEY
Mark Lawler, LSIT

EDUCATION
MS, Geography, University of
New Mexico, Albuquerque,
2013
BA, Geography, Humboldt
State University, California,
2011

REGISTRATIONS/

CERTIFICATIONS
Licensed Surveyor in Training
California, No. 9311

YEARS OF EXPERIENCE
11

TOWN OF ATHERTON TETRA TECH
Upper San Gabriel River Enhanced Watershed
Management Plan, City of Industry, CA. Survey
Party Chief. Tetra Tech oversaw the development of
Preliminary Design Reports for seven multi-benefit
stormwater capture projects in an effort to implement
the Upper San Gabriel River (USGR) Enhanced
Watershed Management Program (EWMP) to address
water quality objectives for the region. A portion of
the project is aerial and ground based topographical
survey. Analytical aerotriangulation and stereo
compilation was used to create both planimetric and
terrain data. The terrain data was then used to generate 1-foot contours. A ground survey supplemented
the aerial acquired topography, in order to collect
additional data of features not readily visible from the air. The Digital Terrain Model of the ground and aerial surveys were combined to eliminate redundancy,
and an AutoCAD Civil 3D file containing all data
was produced. The goal of this project is to prepare
preliminary design reports which will include 30%
design level documents, and that could be utilized to
support grant funding application and/or supporting
information for a design-build solicitation package.

Caruthers Park Stormwater and Urban Runoff
Capture Project, City of Bellflower, CA. Survey
Party Chief. Tetra Tech provided pre-design and
design services for this Caltrans funded stormwater
capture project, including the necessary analyses to
provide a recommendation for regional stormwater
capture treatment and implementation. The analysis
identifies the existing site hydrology, water quality,
and hydraulics to determine an optimal combination
of the inflow rate, storage volume, and outflow. A
portion of the project is aerial and ground based
topographical survey. Analytical aerotriangulation
and stereo compilation was used to create both
planimetric and terrain data. The terrain data was then used to generate 1-foot contours. A ground survey
supplemented the aerial acquired topography, in
order to collect additional data of features not readily visible from the air. The Digital Terrain Model of the
ground and aerial surveys were combined to eliminate
redundancy, and an AutoCAD Civil 3D file containing
all data was produced. The Caruthers Park Project
consists of a gravity diversion from two separate Los
Angeles County Flood Control District storm drain
lines; a 72” RCP line that drains 261 acres of the
Los Cerritos Channel, and a 38’ wide rectangular
concrete channel that drains 2,995 acres of the Lower
San Gabriel River. The diverted flows pass through
a pretreatment system to remove trash, debris, and
sediment. The runoff is then passed into a large buried multi-chambered storage/infiltration facility that will be treated and used to irrigate the park. Flows in
excess of the required irrigation demands will pass
into the infiltration gallery to be exfiltrated through the soil to eventually combine with the ground water. It is anticipated that the system will use active controls to monitor the weather conditions and empty the facility
through a secured cloud-based system. This project
will help the City comply with their bacteria and metals TMDL, while providing additional benefits of potable
water offset and park revitalization.

Urban Orchard Multi-Benefit Park and Green
Infrastructure Project, Trust for Public Land, South
Gate, CA. Survey Party Chief. Tetra Tech provided a
feasibility study to transform a 30-acre post-industrial site into a multi-benefit, green infrastructure park with recreational features along the Los Angeles River.

A portion of the project is aerial and ground based
topographical survey. Analytical aerotriangulation
and stereo compilation was used to create both
planimetric and terrain data. The terrain data was then used to generate 1-foot contours. A ground survey
supplemented the aerial acquired topography, in
order to collect additional data of features not readily visible from the air. The Digital Terrain Model of the
ground and aerial surveys were combined to eliminate
redundancy, and an AutoCAD Civil 3D file containing
all data was produced. Additionally, the project will
explore the naturalization of the currently concrete
Bandini Channel that runs through the project area,
as well as opportunities to clean, infiltrate, and reuse stormwater onsite for possible irrigation of the urban
orchard.

LAWLER (continued)

Upper Atherton Creek Stabilization and Flood Mitigation Project Upper Atherton Creek Stabilization
and Flood Mitigation Project
REQUEST FOR QUALIFICATIONS and PROPOSALS
Professional Consulting Services for
1999 Harrison Street, Suite 500 | Oakland, CA | 94612

Upper Atherton Creek Stabilization and Flood Mitigation Project Upper Atherton Creek Stabilization
and Flood Mitigation Project
REQUEST FOR QUALIFICATIONS and PROPOSALS
Professional Consulting Services for
May 2024 Page 142 of 393
May 23, 2024, Revised July 9, 2024
Town of Atherton
ATTN: Todd Mortensen
80 Fair Oaks Lane
Atherton, CA 94027
Submitted via email to [email protected]
Re: Statement of Qualifications and Proposal to Provide Professional Consulting Services for Upper Atherton Creek Stabilization and Flood Mitigation Project Dear Mr. Mortensen,
Tetra Tech appreciates the opportunity to submit our proposal to provide Professional Consulting Services for the Upper Atherton Creek Stabilization and Flood Management Project in the Town of Atherton (Town). Tetra Tech understands the primary goal of the project is to develop a project plan for stabilization and repair of the creek channel, along with flood mitigation measures to prevent future flooding. The Town is seeking an engineering consulting firm to provide professional services for preparation of the conceptual design through construction documents, including permitting assistance and FEMA coordination.

The efficient execution of this contract requires a talented team that is balanced with technical expertise and effective leadership, which is exactly what Tetra Tech is offering. We believe that we can provide the most costeffective solution for the following reasons:

Robust Project Understanding and Approach. Our team’s extensive experience in designing and implementing creek restoration and flood mitigation projects equips us with a comprehensive understanding of the complexities involved. This allows us to critically assess opportunities and constraints, ensuring a tailored and effective approach to the Upper Atherton Creek project.

Proven Experience. Tetra Tech offers a proven track record in flood mitigation projects, providing the Town with access to a highly qualified team with a deep catalog of successful projects, extensive experience, and specialized knowledge.

Collaborative Approach and Stakeholder Engagement. Our collaborative approach, coupled with a strong history of working with diverse stakeholders (federal, regional, local, and community), will ensure that all parties are engaged throughout the project. This will foster transparency, trust, and community support, which are essential for the project’s success.

Tetra Tech is confident that our response to this solicitation will demonstrate the well-suited capabilities of our team. The proposed leadership and team members are dedicated to supporting the Town. As Principal-inCharge, I certify that I have the authority to negotiate contracts on behalf of Tetra Tech and I am authorized to contractually obligate our organization. Please feel free to contact our proposed Project Manager, Eric Martin, for additional information at (805) 801-6379, or [email protected].

Jason Fussel, PE, PLS, QSD/P, LEED AP, ENV SP
Vice President
TETRA TECH | 1999 Harrison Street, Suite 500 | Oakland, CA | 94612

TOWN OF ATHERTON - 2 - TETRA TECH

1. Statement of Qualifications .................. 3

2. Work Plan Approach and Schedule ...... 4

3. Key Staff and Project Experience........ 17

4. References........................................25

5. Schedule and Cost Proposal ...............26

6. Disclosure and Contract Exceptions ...27
Appendix
Resumes
Upper Atherton Creek Stabilization and Flood Mitigation Project

Upper Atherton Creek Stabilization and Flood Mitigation Project STATEMENT of QUALIFICATIONS

1.

TOWN OF ATHERTON - 3 - TETRA TECH
Tetra Tech is a leading provider of consulting, engineering, and technical services worldwide. We are a diverse company, including individuals with expertise in science, research, engineering, construction, and information technology. Our strength is in collectively providing integrated services and delivering the best solutions to meet our clients’ needs. Our track record is proven in these areas by being ranked No. 1 in the U.S. Water sector by Engineering News- Record (ENR) for 20 years in a row, and the No. 3 Design Firm among the “Top 500” consulting firms nationwide.

1. STATEMENT of QUALIFICATIONS
Company Name:

Tetra Tech, Inc.

Personnel:

Tetra Tech currently has
approximately 28,000
employees in more than
550 offices worldwide,
including 200 personnel
within the local area.

Point of Contact:

Eric Martin, PE, PLS
1999 Harrison Street
Suite 500
Oakland, CA 94612
(805) 801-6379
[email protected]
28,000
20 200
employees
offices in California
personnel within
the local area
First and foremost, Tetra Tech is a water firm,
specializing in providing creative and costeffective solutions for water management.

Tetra Tech has more than 20 offices in
California, and we are proud of our longstanding history and successful track record supporting California municipalities with their
water resource and flood risk challenges and
needs.

Our technical expertise, combined with an in-depth practical understanding of the complex challenges facing our clients, allows us to provide full life cycle support. Our experience encompasses all aspects of concept and feasibility-level planning support, engineering, environmental, grant preparation, and flood risk reduction studies and designs. We work closely with our clients to prepare practical and achievable strategies that are scientifically defensible and accurately evaluate the technical, economic, institutional, and regulatory feasibility for meeting goals. Our national network permits us to combine the best of local experience and understanding with the knowledge and experience gained from working with national leaders and practitioners.

Through our extensive flood management work throughout
California, we have the strong and proven approaches needed to successfully engage required stakeholders, solve project challenges, and adhere to state and federal regulations. As shown in Section 3 Key Staff and Project Experience, our team has completed similar work for Santa Clara Valley Water District, Ventura County Public Works Agency (PWA),
and several other agencies within California.

Upper Atherton Creek Stabilization and Flood Mitigation Project

WORK PLAN APPROACH
and SCHEDULE

2.

TOWN OF ATHERTON - 4 - TETRA TECH

2. WORK PLAN APPROACH and SCHEDULE
Tetra Tech’s proposal has been assembled to offer an approach that will exceed the Town of Atheron’s goals and objectives while demonstrating our team’s familiarity of the Upper Atherton Creek Stabilization and Flood Mitigation Project and relevant experience with creek restoration and flood management projects of similar scale and scope.

Project Understanding
The Town of Atherton is proposing stabilization
and flood mitigation improvements for Upper
Atherton Creek. The goal is to restore and stabilize
the creek channel to mitigate erosion and prevent
future flooding by performing a full channel
assessment including hydraulic analysis, alternatives
development, conceptual design, and final design
for the Upper Atherton Creek Stabilization and Flood
Mitigation Project. The Town previously planned CIP
improvements in this reach of the channel for a shorter 1,000-LF segment, but due to recent flooding in early
2023, additional channel damage occurred and the
Town, through FEMA, is looking to expand the repairs
and improvements for creek segments II1/JJ1.

Tetra Tech will utilize our direct project experience with FEMA emergency repairs and grant-funded projects
with the Soboba Band of Luiseno Indians Emergency
Repairs and Washoe Tribe Hydrologic & Hydraulic
Assessment to support the Town with this project and
achieve the Town’s goal of improving the damaged
and deteriorated creek segments. Additionally, Tetra
Tech will use our experience with Valley Water’s
Stevens Creek Inspection, Design, and Asset
Management Plan as a guide to assess Upper Atherton
Creek and to develop a holistic conceptual design to
provide creek stabilization and flood mitigation.

Leading the creek modeling and design portion of
the project is Tetra Tech’s Stormwater Manager, Aric
Torreyson. Aric has more than 25 years of experience
with high-profile projects involving water resources
and specifically flood control improvement projects
within developed watersheds. He recently completed
major flood control projects for Valley Water (Upper
Berryessa Creek, Lower Penitencia Creek, and
Stevenson Creek) along with a drainage analysis in
support of the FEMA grant for the Washoe and Soboba
tribes.

Aric will lead the technical management of the project.

He will be responsible for internal team coordination,
management, preparing and reviewing design
deliverables, and directing design support service
disciplines and specialty subcontractors. Aric will
assist in presenting the technical work at meetings and documenting action items and decisions. As his first
item of work, he will prepare a detailed project plan
for the Upper Atherton Creek Stabilization and Flood
Mitigation Project. The Project Plan will consist of the following items:

PROACTIVE AND OPEN COMMUNICATION

ENHANCES COLLABORATION AND EXPEDITES
PROGRESS: Designing to budget will be a major
emphasis for our project manager and team. This
includes both design budget/costs and construction
costs. Our Project Management Team will develop
level-of-effort and cost estimates by task, determine
the labor mix to perform the task, and track costs to
meet design budgets. The main role in monitoring
budgets is a Learned Value Analysis, which compares
the amount of work planned with the actual amount of
work accomplished. We use this tool on all our major
design projects with the analysis done monthly, which
is included in the monthly report.

Controlling scope creep, which can affect both budget
and schedule, will also be a major emphasis of our
project team. Controlling scope creep is almost always
tied to making–and not changing–design decisions
made during the project planning phase, unless there
are overriding reasons. After the preferred project
layout is approved, Aric will implement a formal
procedure to assess suggested design changes that
evaluate all aspects of the change, including the
number of facilities impacted, design and construction
costs, schedule, benefits, options to avoid the change, and the change justification.

TOWN OF ATHERTON - 5 - TETRA TECH
SCHEDULE: Using our understanding of similar
projects and processes this project will go through,
we have provided a major milestone schedule within
our proposal (See Section 5). The order of the tasks
needs to be completed based on predecessor
items to streamline the overall schedule as much as
possible. Our team has experience working together,
so we have established data exchange programs.

The milestone schedule will be turned into a detailed
Microsoft Project schedule containing major tasks and
subtasks and will be presented and discussed with
the Town at the project kick-off meeting. Input will
be incorporated and the final project schedule will
be distributed. This schedule will be used to manage
the project and will be set as the project baseline
schedule. Any deviations from the schedule will be
discussed with the Town and documented. If delays
occur, our project manager will work with the project
team and the Town to identify possible methods of
maintaining the critical path of the project schedule.

QA/QC AND VALUE ENGINEERING: Controlling
construction costs is critical. The ability to control costs starts with controlling the quality of the design. This includes everyone on the team. Quality is achieved
through the efforts of skilled professionals who will
effectively apply their judgment and experience
and follow a deliberate QA/QC program. Tetra
Tech has well-established procedures for quality
management that will be utilized as the project
standard. This includes independent quality reviews
of all deliverables, a technical advisory team of senior professionals, and a QA/QC Manager to make sure
that procedures are followed.

Our QA/QC and Value Engineering Team is a
combination of senior-level professionals with
experience in design, construction, and permitting for
the Town. The team will include Ike Pace, Jung Suh,
and Yen Hsu Chen.

Designing to a budget will be critical for our project
manager and team. This includes both design
budgets/costs and construction costs. The project
team will provide an estimate for the preferred project layout. Our cost estimate will be verified by Tetra
Tech’s cost estimator rather than estimates prepared by design engineers. As a result, your construction cost
estimate will be accurate.

To ensure that the most cost-effective project is
considered, a Value Engineering review is critical
at key stages of the project. The design team will
evaluate the value engineering recommendations,
conduct additional analyses as required, review the
results of the engineering analyses, and incorporate
additional recommendations into the project design.

Upon completion of the Project Plan, kick-off meeting,
and initial coordination with stakeholders, Tetra
Tech will begin data collection, site reconnaissance,
and creek assessment. A data gap analysis will be
performed to identify any additional base information
needed for the project and promptly notify the Town
of any issues. A constraints map with base mapping
will be prepared for the project site and an updated
topographic survey of the creek will be performed
to assist with the hydraulic analysis and preparation
of the concept project design. A detailed hydrologic
and hydraulic study will be performed to verify the
drainage boundaries and baseline creek conditions.

A constraints map will be prepared with utility
mapping and conflicts, topographic mapping,
easement and parcel data, and construction and
maintenance requirements.

Using the concept evaluation and initial stakeholder/
community input, Tetra Tech will prepare a Channel
Assessment Report for review by the Town. The
recommended design will provide a project that
incorporates stakeholder and community feedback,
provides the maximum cost-effective stormwater
treatment, and meets the requirements of the grant
funding. Tetra Tech will utilize our experience with
similar projects such as Stevens Creek.

TOWN OF ATHERTON - 6 - TETRA TECH
Key Issues

WALSH RD

MEADOW LN

RESERVOIR RD

BELBROOK

VALLEY CT
WAY

SARGENT LN

TALLWOOD CT

WALSH CT

BROADACRES RD

WALSH RD

ALAMEDA DE LAS PULGAS

ATHERTON CHANNEL
500’ 0’ 500’ 1000’

BEAR GULCH

RESERVOIR

SHARON HEIGHTS GOLF

AND COUNTRY CLUB

CHANNEL OVERTOPPING
Property damage
A
A

CHANNEL BOTTOM EROSION
Increased sediment transport
B
B

DOWNED TREES
Locally elevated water surface profile
C
C

SIDE SLOPE EROSION
Exposed tree roots
D
D

CHANNEL BOTTOM EROSION
Deep pools attract mosquitoes
E

SIDE SLOPE EROSION
Tree loss & decreased slope stability
F
F
E
Based on our site visits and information contained in the RFQP, we have identified the following key issues that must be addressed for the success of the project. For each of these issues, Tetra Tech will provide solutions and approaches in collaboration with the Town to ensure the proposed improvements are a success. We have tailored our proposal to address the following key issues.

TOWN OF ATHERTON - 7 - TETRA TECH
Scope of Work
Task A Channel Assessment
The objective of this task is to provide an assessment
of the Atherton Creek Channel. Tetra Tech will walk the length of the channel inside the easement and observe
the existing conditions. Tetra Tech shall provide the
formal assessment for Town review, comment, and
approval prior to beginning the conceptual design.

Tetra Tech shall include recommended repairs and a
budgetary estimate for work. The Town will work with
Tetra Tech on developing and mailing a letter notifying property owners of the intended work and scope. The
effort includes addressing one round of review and
comment from the Town on the deliverable.

Tetra Tech will conduct title research to establish the boundary of the channel easement across the affected
parcels. Parcel boundaries will be based on field
monument recovery for the portion of the channel
being improved and with publicly available linework
for areas outside the improvements. A topographic
survey of the channel will be conducted utilizing hybrid survey methods. Aerial LiDAR will be supplemented by
conventional survey methods and will capture channel
topography up to fifty feet on either side of the channel.

In addition to the channel envelope, the survey will
include areas where construction equipment will require access during construction, and/or will be staged
during construction. Within those limits, trees greater than six inches diameter at breast height (DBH), crossing utilities, and other improvements or items found will be captured for display in final site basefiles. Data will be acquired and displayed in California State Plane, Zone
3 Coordinates (NAD83). The survey will be elevated to
local municipal benchmarks (NAVD88).

Deliverables
ƒ Atherton Creek Upper Channel Assessment
(including recommended repairs and budgetary
estimate for work)
ƒ Tetra Tech will provide the information requested by
the Town for the letter mailing effort. The Town will
mail the letters to the homeowners
ƒ Topographic Map in 24x36 PDF format
Task B Conceptual Design
Upon completion of the Channel Assessment, Tetra
Tech will provide a complete Conceptual Design of
proposed measures to stabilize the creek channel and
minimize the possibility of future flooding for Town
review, comment, and approval prior to beginning
the Conceptual Design. Conceptual Design will be
limited to one plan view and multiple typical sections.

The effort includes addressing one round of review
and comment from the Town and the various effected
jurisdictions on the deliverable.

Deliverables
ƒ Concept Channel Design
Task C Construction
Documents
Based on a Town-approved Conceptual Design and
consulting with other Town consultants, Tetra Tech will provide the following in the 30-, 65-, 90-, 100-percent, and Final Construction Documents Submittal. This task
assumes four rounds of review, one after 30-percent,
one after 65-percent, one after 90-percent, and the
other after 100-percent. Tetra Tech will also prepare a letter to the Town’s Resident Engineer (RE), including
any issues requiring the RE’s attention and items
included in the Construction Package.

Construction Plan Set (30%, 65%, 90%, 100%, and
Final)
Tetra Tech will provide design drawings in PDF
and CAD format for the following updated sheets:
additional plan and profile sheet and cross section

TOWN OF ATHERTON - 8 - TETRA TECH
sheet; the title sheet; general notes, abbreviations, and symbols; survey control plan; plan and profiles; and
typical sections, details, and cross-sections.

Tetra Tech shall coordinate the construction documents
with additional Town of Atherton Consultants such
as the various jurisdictions effected, Geotechnical
Engineer, and an Environmental Consultant. Review
comments received by the various jurisdictions will be
addressed and implemented throughout the design
phase. This task assumes four (4) rounds of review, one after 30%, one after 65%, one after the 90%, and the
other after 100%.

Tetra Tech will ensure the design implements features
that provide the intended level of protection consistent with the FEMA Grant requirements.

Technical Specifications (30%, 65%, 90%, 100%, and
Final)
Tetra Tech will provide a signature page, table of
contents, order of work, bid item payment clauses, and
bid item specifications in Greenbook format for the
following: rock slope protection; earthwork; aggregate
base; and asphalt concrete. Deliverables will be
provided in Word format.

Engineer’s Estimate (30%, 65%, 90%, 100%, Final)
Tetra Tech will provide a Class 3 Engineer’s Estimate
for the project in accordance with the Association for
the Advancement of Cost Engineering International’s
(AACEI) cost estimate classification system. Deliverables will be provided in PDF format.

Design Documentation Report (30%, 65%, 90%, 100%,
Final)
Tetra Tech will provide a Design Documentation Report
that will include, but not limited to, the following,
provided in Word format:
ƒ History and/or background relevant to the Project;
ƒ Existing conditions of the facility and/or features
within the project limits;
ƒ Design concept;
ƒ Appropriate design standards, regulations, and
codes utilized;
ƒ Technical discussions and assessments, including :
ƒ Hydraulic Analysis
ƒ Construction impacts, methods, and phasing
considerations,
ƒ Right-of-way (ROW) and/or easement constraints;
ƒ Utility investigations and constraints;
ƒ All current design assumptions, criteria, and
recommendations are based on the limitations and
constraints of the Project.

Information to be provided by client or others to
include in the DDR:
ƒ Agreements, permits, and approvals required;
ƒ Community and/or public outreach requirements;
ƒ Environmental constraints;
ƒ Any additional studies/site investigations required
(only for interim DDR updates);
ƒ Technical discussions and assessments, including:
» Geotechnical/Hydrogeological Analysis
» Structural Analysis
Calculations (30%, 65%, 90%, 100%, Final)
Tetra Tech will perform calculations for any proposed
features. Deliverables will be in PDF format.

UTILITY COORDINATION
The Town of Atherton will be the primary point of
contact with all Project stakeholders and regulatory
entities, but Tetra Tech will support the Town’s
negotiations with stakeholders of Project conditions,
constraints, and minimization and mitigation measures
that will need to be abided by for design and
construction of the Project. Tetra Tech will develop
and maintain an updated comprehensive utilities
disposition matrix and composite map that tracks/
displays utility location and information.

Deliverables
ƒ Utility Disposition Matrix
ƒ Construction Documents in CAD and PDF format:
» 30% Construction Documents (Plans,
Specifications, Estimate, DDR, and Calculations)
» 65% Construction Documents (Plans,
Specifications, Estimate, DDR, and Calculations)
» 90% Construction Documents (Plans,
Specifications, Estimate, DDR, and Calculations)
» 100% Construction Documents (Plans,
Specifications, Estimate, DDR, and Calculations)
» Final Construction Documents (Plans,
Specifications, Estimate, DDR, and Calculations)

TOWN OF ATHERTON - 9 - TETRA TECH
Task D Geotechnical and
Environmental Engineering
Coordination
At the Town’s request, Tetra Tech has included
the Geotechnical Investigation and Engineering
Recommendations and Environmental Analysis and
Reporting as part of this proposal.

We have included subconsultant ENGEO on our
proposed project team to provide the optional
geotechnical services, outlined below. Tetra Tech has also provided a scope of work for the optional environmental engineering services that would be provided in-house by Tetra Tech.

GEOTECHNICAL ENGINEERING
ENGEO reviewed publicly available geologic maps and
in-house reports to understand preliminary geotechnical and geologic conditions at the site. Regional geologic
mapping indicates the immediate Upper Atherton Creek
alignment is underlain by Holocene- and Pleistocene-age alluvium (Qha and Qpa) consisting of gravel, sand, silt, and clay. Eocene-age sandstone (Tes) is expected to be
present below the alluvial deposits, and at or near the surface on the adjacent areas around the creek channel.

Geotechnical Exploration and Report
The primary goal of the geotechnical exploration is
to characterize general subsurface soil conditions in
the project vicinity to develop our conclusions and
geotechnical design criteria and recommendations
for the proposed project improvements. The scope of
services for this task will include the following.
ƒ Pre-mark proposed explorations at the site with white paint or wooden stakes.
ƒ Contact Underground Services Alert (USA) within 48
hours of our exploration.
ƒ Retain the services of a private utility locator to
further mark underground utilities within the area of
proposed explorations.
ƒ Permit explorations through San Mateo County, and
coordinate with their staff, as needed.
ƒ Permit exploration through the Town of Atherton
encroachment permitting. ENGEO assumes any town
encroachment permit fees will be waived. Traffic
control plan preparation is not included in the current scope and fee estimate.
ƒ Perform field exploration at the project alignment
which will consist of two to three geotechnical borings to depths of up to 30 feet or refusal, whichever is
shallower. An ENGEO geologist or engineer will
observe the drilling operations and log the subsurface
conditions encountered. Soil samples will be taken
at frequent intervals for visual classification and
laboratory testing.
ƒ Soil cuttings from the borings will be drummed in
55-gallon steel drums and offhauled from the site.
ƒ All exploration locations will be backfilled in
accordance with San Mateo County Environmental
Health requirements.
ƒ Perform laboratory testing on the collected soil
samples to better characterize the subsurface soil
conditions. ENGEO will perform strength testing,
Atterberg limits, sieve analysis, and moisture/density, as necessary, based on the collected soil samples.
ƒ Summarize borings, lab testing, and field testing
within boring logs that will be attached to ENGEOs’s
draft report.

Based on the geological and geotechnical data
gathered, ENGEO will prepare a geotechnical
exploration report to address the following.

I. Suitability of the site for the proposed improvements II. Physical properties of the typical soil encountered III. Assessment of geological/geotechnical concerns at
the subject site
IV. Discussion of treatment of geotechnical constraints such as loose/soft surface soil, existing fills,
compressible soil, expansive soil, slope stability, as
necessary, based on field exploration results
V. Grading recommendations, including recommended
slope inclination and height of mitigated areas
VI. Surface drainage recommendations
VII. Earthwork recommendations including engineered
fill placement and utility trench backfill
VIII. Slope stability analyses, as needed
IX. Retaining wall recommendations, foundation
recommendations and subgrade/drainage
recommendations, as needed
X. Pavement recommendations for pavement
restoration
Engineering Consultation and Meetings
ENGEO will provide consultation, meeting attendance,
site visits, and other services on an as-requested
basis. They will also perform reviews of the project

TOWN OF ATHERTON - 10 - TETRA TECH
improvement plans and structural calculations, as
requested. The fee estimate for this task considers
approximately 40 hours of consultation from ENGEO.

Site Access
Necessary removal or unlocking of fences or gates,
permission to enter the site from the current owner
or leaseholder, and/or required use permits must be
secured by the client prior to ENGEO field activities.

If site access or weather conditions restrict field
operations, a revision of ENGEO’s estimate may be
necessary.

All site utilities and utility easements that are within the property boundary should be in the field by
the site facility manager. This information should be
made available to ENGEO at least 5 days prior to field
exploration. ENGEO will notify Underground Service
Alert (USA) at least 48 hours prior to performing
subsurface exploration to locate public utilities
bordering the property limits. ENGEO’s scope does
include retaining a private utility locator to clear readily identifiable utilities at the proposed exploration
locations. ENGEO or its subcontractors will accept
no responsibility for damage to existing utilities not
accurately located. If ENGEO identifies potentially
hazardous materials visually or by odor within
exploratory locations, they will notify the Town as soon as possible of such an occurrence to decide mutually
whether to continue, modify, or cease the remainder of
the field exploration program. Additional costs incurred because of encountering suspected hazardous materials
will be charged on a time-and-expense basis over and
above the estimated fee for the exploration proposed
herein.

ENVIRONMENTAL ENGINEERING
Wetlands Delineation and Report
Tetra Tech will conduct a wetland delineation (WD)
and characterization of Atherton Channel within the
project area in accordance with the U.S. Army Corps
of Engineers (USACE) wetlands delineation manual
and regional supplements. The study will include a
functional assessment consistent with the California Rapid Assessment Method (CRAM) and will identify streambed
features including Ordinary High Water Mark (OHWM)
and top of bank. Tetra Tech will develop a draft WD
report with figures presenting the survey findings for
client review. The report will include the total potential jurisdictional area within the project limits. Tetra Tech will revise the draft addressing Town of Atherton comments
to produce an Agency-ready submittal. This wetland
delineation iteration will be suitable for submittal to the USACE, the Regional Water Quality Control Board
(RWQCB), and CA Dept. of Fish and Wildlife (CDFW),
which is required for the issuance of a Section 404
permit, a Section 401 Water Quality Certification, and a Lake and Streambed Alteration Agreement.

Deliverables
ƒ Wetland Delineation Report and CRAM Assessment
(Draft and Final)
ASSUMPTIONS:
ƒ Client will provide full access to stream reach included in the project area. Any restrictions to access resulting from locked gates, landowner refusal, or aggressive
pets will result in an incomplete survey or require a
follow-up survey, which is not included in this SOW.
ƒ Town of Atherton will provide comments on the Draft
Wetland Delineation report. Upon receipt of one set
of consolidated, non-conflicting comments, Tetra Tech
will prepare a final Wetland Delineation revised based
on comments received.
ƒ If needed, Tetra Tech will participate in one conference call or meeting with the client to discuss the
comments.

Joint Aquatic Resources Permit Application (JARPA)
Tetra Tech permitting specialists will prepare a JARPA for submittal to the USACE, RWQCB, and CDFW, as needed
to obtain necessary permits. The JARPA will include all data required for a complete application, including
removal and fill information, a project description
including phasing, avoidance and minimization
measures, alternatives, and stormwater management
measures. Tetra Tech will prepare all required maps and figures for the submittal.

ASSUMPTIONS:
ƒ Client will pay any fees required by the permitting
agencies to review the JARPA or issue a permit.
ƒ If requested by client, Tetra Tech will submit the JARPA to the permitting agencies.
ƒ In the event the Agencies comment on the application
and require revisions, Tetra Tech will address a single round of comments and resubmit the JARPA.
ƒ It is assumed that the project will be covered by
Nationwide Permit 3 (Maintenance). If an Individual
Permit is requested by the USACE, Tetra Tech will
provide an estimate of the additional level of effort and budget that may be needed.

TOWN OF ATHERTON - 11 - TETRA TECH
Biological Assessment (Optional)
Tetra Tech will prepare a Biological Assessment for
potential impacts to ESA-listed species including the
California red‐legged frog (CRLF) and San Francisco
garter snake (SFGS). The BA will identify standard
measures to avoid adverse effects to listed species
impacts as well as mitigation measures to compensate
for unavoidable effects if any are determined to occur.

Tetra Tech will provide a draft BA for Town of Atherton comment. Tetra Tech will revise the draft upon receipt
of comments to a BA version for submittal to the USFWS
Upon receipt of comments from USFWS, Tetra Tech will
revise the BA to a Final based on USFWS comments.

Deliverables
ƒ Biological Assessment (Draft and Final)
ASSUMPTIONS:
ƒ Town of Atherton will provide comments on the
Draft BA. Upon receipt of one set of consolidated,
non-conflicting comments, Tetra Tech will prepare a
revised BA based on comments received for submittal
to USFWS.
ƒ If needed, Tetra Tech will participate in one
conference call or meeting with USFWS to discuss the
comments.
ƒ Tetra Tech will revise the USFWS BA version if
comments are received from the Agency.

Revegetation Plan (Optional)
If requested, Tetra Tech will develop a planting plan
that will provide guidance for plant layout, salvage of existing vegetation for replanting, additional planting requirements, and seed mixes to be utilized. The planting plan will include a plan view sheet and a sheet with a
typical cross section and details.

Deliverables
ƒ Revegetation Plan (Draft and Final – CAD Files)
ASSUMPTIONS:
ƒ Town of Atherton will provide comments on the Draft
Revegetation Plan.
ƒ Upon receipt of one set of consolidated, nonconflicting comments, Tetra Tech will prepare a final Revegetation Plan revised based on comments
received.
ƒ If needed, Tetra Tech will participate in one conference call or meeting with the client to discuss the
comments.

Mitigation and Monitoring Plan (Optional)
Tetra Tech will develop a Draft Mitigation and Monitoring Plan (MMP) consistent with agency requirements for
compensatory mitigation and monitoring performance.

The Draft Conceptual MMP will include a planting plan,
specifications, description of monitoring methods,
success criteria, and details for implementing proposed mitigation. Tetra Tech will submit the Draft MMP to the client for comments, and will prepare a final MMP with
comments addressed. Pricing for this task is not included because the scope is dependent on Task 1: Wetland
Delineation Report.

Deliverables
ƒ Mitigation and Monitoring Plan (Draft and Final – PDF Files)
ASSUMPTIONS:
ƒ Town of Atherton will provide comments on the Draft
MMP.
ƒ If needed, Tetra Tech will participate in one conference call or meeting with the client to discuss the
comments.
ƒ Upon receipt of one set of consolidated, nonconflicting comments, Tetra Tech will prepare a final MMP revised based on comments received.

Environmental Evaluation
Tetra Tech will conduct a site visit, collect and evaluate existing environmental information, and meet with Town
staff to review project details and existing information.

Tetra Tech will participate in one conference call or
meeting with Town staff. The purpose of this process is to confirm that no statutory or categorical exemptions
apply and to discuss and refine the scope of the California Environmental Quality Act (CEQA) work.

Deliverables
ƒ One teleconference meeting with the Town to discuss
the environmental evaluation and the CEQA scope of
work
ASSUMPTIONS:
ƒ Town of Atherton will provide or arrange access to the project corridor for the site visit.

Project Description
Tetra Tech will prepare a draft project description that will serve as the basis for the CEQA analysis and will be incorporated into the Initial Study/Mitigated Negative
Declaration (IS/MND). The draft project description

TOWN OF ATHERTON - 12 - TETRA TECH
will consist of a written description of all project
components. The project description will incorporate
the design documents from the 60% engineering plans
and other information from other completed tasks with
consideration given to each of the following key elements:
» Project Background and Objectives;
» Project Location and Site Description;
» Proposed Project;
» Standard Specifications; and
» Required Approvals.

The draft project description also will include a site map and applicable exhibits from the 60% engineering plans.

Upon receipt of one set of consolidated, non-conflicting comments from the Town, Tetra Tech will prepare a final project description. If needed, Tetra Tech will participate in one conference call or meeting to discuss the project description.

Deliverables
ƒ One electronic copy of a draft project description
based on the 60% engineering plans and other
available information;
ƒ One teleconference meeting with the Town to
review the draft project description;
ƒ One electronic copy of a final project description
based on review and comment by the Town.

ASSUMPTIONS:
ƒ The IS/MND will evaluate only the proposed
project, not the no project alternative or any other
alternatives.

Initial Study and Mitigated Negative Declaration
Tetra Tech will prepare an IS/MND in accordance with
CEQA requirements and the State CEQA Guidelines
(Section 15063). The most recent CEQA Environmental
Checklist Form (Appendix G of the CEQA Guidelines)
will be used, based on the Town’s preferred format.

The IS/MND for a project’s potential environmental
impacts follows a prescriptive process that requires
consideration of the 20 separate environmental
resource topics presented below. Each of these
subject areas will be addressed through its own
specific set of checklist questions designed to cover
the potential range of impacts that could result from
the proposed project.

I. Aesthetics
II. Agriculture and Forestry Resources
III. Air Quality
IV. Biological Resources
V. Cultural Resources
VI. Energy
VII. Geology and Soils
VIII. Greenhouse Gas Emissions
IX. Hazards and Hazardous Materials
X. Hydrology and Water Quality
XI. Land Use and Planning
XII. Mineral Resources
XIII. Noise
XIV. Population and Housing
XV. Public Services
XVI. Recreation
XVII. Transportation
XVIII. Tribal Cultural Resources
XIX. Utilities and Service Systems
XX. Wildfire
The preparation of an IS checklist includes completing
all questions of the checklist with a written response
to, or evaluation of, the impacts considered by the
questions for each subject area. The responses
provided in the IS will rely on information provided in separate technical studies prepared for the proposed
action, or other existing documentation applicable
to the specific subject area. Based on CEQA-defined
significance criteria, a determination will be made as
to the potential for any adverse or significant adverse impacts and include recommended mitigation
measures to reduce any such impacts to a level of less
than significant.

Based on the nature and location of the proposed
project, most of the checklist questions will not
require an extensive or detailed discussion to provide
appropriate support. Apart from Biological Resources,
Cultural Resources, Geology and Soils, Hydrology and
Water Quality, and Tribal Cultural Resources, the other 15 subject areas are expected to be addressed with
brief explanations.

Biological Resources. Tetra Tech will conduct research
and analysis to determine whether the proposed
project will likely result in a substantial adverse change to biological resources. This background research
will include generating an Official Species List from
the U.S. Fish and Wildlife Service and conducting a
search of the California Natural Diversity Database and California Native Plant Society for the project footprint and a 0.5-mile buffer around the footprint. Initial
data gathering indicates that there are 12 federally
protected wildlife species (including California redlegged frog and San Francisco garter snake) and four federally protected plant species potentially

TOWN OF ATHERTON - 13 - TETRA TECH
will conduct a site visit to serve as a reconnaissancelevel survey of the project footprint to assess habitat quality and potential for species presence. Tetra Tech
will incorporate the results of these activities into the text of the IS/MND and include pertinent supporting
documentation in the document’s appendices.

Cultural Resources and Tribal Cultural Resources.

Cultural Task: Conduct cultural/tribal resource
desktop study, cultural site visit (not a formal Phase I archaeological survey) and prepare the Cultural and
Tribal Resource sections for the IS/MND document.

A memo with the results of the record search and site
visit will be prepared. The Project requires California Environmental Quality Act compliance.

Cultural Resource Record and Literature Search
Tetra Tech will conduct a cultural resource record
search via the Northwest Information Center (NWIC)
at California State University Sonoma, part of the
California Historical Resource Information System.

The NWIC search will include a review of previous
cultural resource surveys and known archaeological
sites within the proposed Project area and a 0.5-mile
radius surrounding the Project area. The search will
also include a review of the following publications and lists: California Office of Historic Preservation’s Historic Property Data File for San Mateo (HPDF), the National
Register of Historic Places (NRHP), Office of Historic
Preservation (OHP) Archaeological Determinations of
Eligibility, California Inventory of Historical Resources/ California Register of Historic Resources (CRHR),
California Points of Historical Interest, California
Historical Landmarks, ethnographic information,
pre-contact and historical literature, historical maps, patents, and GLO plats, and local historic resource
inventories. An interpretive, narrative overview, and
synthesis of the data will be developed and prepared
in a letter/memo style report. Tetra Tech EMI will
assume the cost for the NWIC search.

Native American Heritage Commission and Tribal
Coordination
Early in the CEQA process (as soon as project is
awarded), Tetra Tech staff will conduct a Native
American Heritage Commission (NAHC) Sacred
Lands File (SLF) search for the Project to identify any known tribal cultural resources within the project or
surrounding areas. The NAHC will also provide a list
of local Native American contacts with knowledge of
the Project area. The NAHC recommends conducting
outreach to the listed tribes or individuals as they may have knowledge of tribal resources within or near the
Project area. Tetra Tech will submit coordination letters and maintain of matrix of tribal responses. Tetra Tech
will follow-up with contacted tribes via telephone or
email. The coordination letters are not part of the AB52 process.

Under AB52, it is the lead CEQA agency responsibility
to conducts government to government consultation
to identify and address potential adverse impacts to
tribal cultural resources pursuant to CEQA guidelines
and Assembly Bill (AB) 52.

Project Site Visit
A reconnaissance level site visit will be conducted by
the CES qualified archaeologist. The archaeologist
will prepare field notes and take photographs of the
Project areas.

Cultural and Tribal Resources Sections of Initial Study Tetra Tech will draft the Cultural and Tribal Resource
Section of the IS/MND. The results of the literature
and record search and site visit will be incorporated
in the Draft and Final Cultural Resource Section of the IS/MND, and the non-confidential NAHC SLF results,
tribal coordination, and AB 52 tribal consultation
results will be incorporated in the draft and final Tribal Cultural Resource Section of the IS/MND. The section
will include an assessment of significant impacts,
recommendations for mitigation measures, and a list of
references cited (as applicable).

Mitigated Negative Declaration. Tetra Tech will
submit one electronic copy of the Preliminary Draft
IS/MND for Town review and comment. With this
document, Tetra Tech will provide a table for collecting and organizing comments from Town staff. Tetra Tech
will confirm the content and organization of the IS/
MND with the Town but anticipates including the
following primary sections:
» Introduction
» Project Description
» Environmental Checklist
» References
» List of Preparers
» Appendices
Following receipt of one set of consolidated, nonconflicting comments, Tetra Tech will organize a conference call to discuss those comments and the
related changes needed to the document. Tetra Tech
will then submit an electronic copy of the Revised
Draft IS/MND for Town review and approval in track
changes format for ease of review. Tetra Tech also will submit a copy of the comment table with Tetra Tech’s
responses. If no further changes are needed, Tetra
Tech will submit a screen check version of the Draft IS/ Page 157 of 393 TOWN OF ATHERTON - 14 - TETRA TECH
MND. With this document, Tetra Tech also will submit a
Notice of Intent to Adopt an MND (NOI) and a Notice
of Completion (NOC). Following Town approval, Tetra
Tech will prepare one electronic copy of the Draft IS/
MND for public circulation based on a distribution list coordinated with the Planning Department and will file
the Draft IS/MND, NOI, and NOC with the San Mateo
County Clerk and the State Clearinghouse.

The NOI initiates a mandatory 30-day public comment
period for the Draft IS/MND. Copies of the NOI will
also be provided to the distribution list provided by
or approved by Town staff. Tetra Tech will prepare and
publish one copy of the NOI in a newspaper of general
circulation for one day.

Following the end of the public review period, Tetra
Tech will prepare written responses to any comments
received on the Draft IS/MND. If needed, Tetra Tech
will participate in one conference call or meeting to
discuss those comments. For the purpose of estimating
the cost for this task, it is assumed that no new analysis or substantive changes to the existing analysis in the
IS/MND will be necessary, and that preparation of
responses to a maximum of 15 individual comments
will be required. Tetra Tech will also provide a draft
Mitigation Monitoring and Reporting Plan (MMRP) to
be incorporated into the final documentation of the IS/ MND.

An Administrative Final IS/MND with the responses
to comments, the MMRP, and any necessary revisions
to the IS/MND will be prepared and submitted to
the Town. Based upon review comments provided
by Town staff, Tetra Tech will revise the Administrative Final IS/MND and prepare the Final IS/MND and
MMRP.

Tetra Tech will help Town staff prepare for and conduct one public hearing for certification of the IS/MND.

This support will include up to two teleconference
planning sessions with Town staff and one public
hearing. For the public hearing, Tetra Tech will prepare a PowerPoint presentation covering the findings of the
IS/MND.

Tetra Tech will prepare and coordinate signature of
the Notice of Determination (NOD) following Town
approval of the proposed project. Tetra Tech will file
the NOD with the San Mateo County Clerk and the
State Clearinghouse.

Deliverables
ƒ One electronic copy of a Preliminary Draft IS/
MND with appendices containing supporting
documentation;
ƒ One teleconference meeting with the Town to
discuss comments on the Preliminary Draft IS/
MND;
ƒ One electronic copy of a Revised Draft IS/MND;
ƒ One electronic copy of a screen check Draft IS/
MND;
ƒ One electronic copy and two hard copies of the
Draft IS/MND;
ƒ Electronic copies of the draft and final NOI, NOC,
and NOD
ƒ Thirty hard copies of the NOI;
ƒ Publication of the NOI in a newspaper of general
circulation for one day;
ƒ One teleconference meeting with the Town to
discuss public comments on the Draft IS/MND;
ƒ One electronic copy of draft and final responses to
public comments on the Draft IS/MND;
ƒ One electronic copy of an Administrative Final IS/
MND;
ƒ Two teleconference meetings with the Town and
one public hearing for certification of the IS/MND:
ƒ One PowerPoint presentation covering the findings of
the IS/MND for the public hearing;
ƒ One electronic copy and two hard copies of a final IS/ MND and MMRP
ƒ Thirty hard copies of the NOD
ƒ One electronic draft and final Tribal coordination
letter. A final hard copy letter will be mailed via US
postal service certified mail and electronic for up to 15 Tribal Recipients.
ƒ One electronic draft and final of the cultural resource record search and site visit result memo.

ASSUMPTIONS:
ƒ Except for the project site visit, no other field
reconnaissance is assumed for this task.
ƒ Other than those specified in the scope, no other
surveys or special studies will be conducted, such
as an archaeological survey or survey of historic
buildings and structures. If needed, those support
services would be separately scoped and budgeted.
ƒ One consolidated review/revision comment cycle
by Town staff is assumed for each deliverable: project
description; Preliminary Draft IS/MND; Revised Draft
IS/MND; screen check Draft IS/MND; Administrative
Final IS/MND; and public hearing PowerPoint
presentation.

TOWN OF ATHERTON - 15 - TETRA TECH
ƒ The proposed project requires CEQA compliance
only, and this scope does not include services
associated with requirements under the National
Environmental Policy Act, Section 106 of the
National Historic Preservation Act, Section 7 of the
Endangered Species Act, etc. If needed, Tetra Tech
can provide those support services, which would
be separately scoped and budgeted.
ƒ The proposed project does not require the
preparation of an Environmental Impact Report.
ƒ Tetra Tech will produce no more than 30 hard
copies of the NOI to be sent to the mailing list
provided by Town staff. Two (2) hard bound copies
of the Draft IS/MND will be sent to the Town.
ƒ Tetra Tech to produce no more than one (1)
electronic copy and two (2) hard copies of the Final
IS/MND and MMRP and thirty (30) hard copies of
the NOD.
ƒ The NOI newspaper publication fee will not exceed
$2,000. If the publication fee will be higher, a cost
estimate will be provided.
ƒ The CHRIS records search fee will not exceed
$1,500.
ƒ No appeals would be filed against the IS/MND,
and no support for the appeals process would
be provided. If an appeal is filed, those support
services would be separately scoped and
budgeted.
ƒ Tetra Tech will use and rely upon the tract maps,
aerial photos, topographic maps, and any other
documentation provided by the client as correct
(via a GIS compatible electronic file).
ƒ The NWIC record search will not exceed
$1500.00. If the NWIC indicates the cost will
exceed $1500.00, Tetra Tech will notify the Project
Manager. Tetra Tech Assumes no previously
recorded resources will be identified within the
Project Area.
ƒ The Project requires CEQA compliance only and
this scope does not include cost associated with
requirements under National Environmental
Policy Act and Section 106 of the National Historic
Preservation Act.
ƒ Tetra Tech assumes no more than 15 Native
American tribes/individuals will require
coordination. No more than 15 hard copy letters
mailed via certified mail will be required.
ƒ This scope does not include in-person tribal
meetings, site visits, monitoring, or other
participation. If interested local Native American
tribes request a site visit, or meeting requiring a
Tetra Tech Archaeologist, a scope and cost estimate
will be submitted for this additional work.
ƒ Agency and tribal coordination will be conducted
via phone, email, etc. and will not require an inperson meeting. ƒ This scope does not include a formal Phase
I archaeological field survey or recordation
of archaeological resources. A one-day
reconnaissance level field visit of the Project sites
will be conducted by a Tetra Tech archaeologist.

Task E Permitting
Tetra Tech will identify and coordinate all permitting
requirements and fees with the various agencies that
have jurisdiction over the Atherton Creek Channel. The
Town will be responsible for all permitting fees.

Deliverables
ƒ Permitting Timeline
Task F Meetings and Public
Outreach
Tetra Tech will maintain communication with the
Town’s Project Manager to keep them apprised of
progress, upcoming deliverables, and any issues that
could potentially impact budget and schedule. Tetra
Tech’s Project Manager will be responsible for all
official communications, including making certain that
deliverables and invoices are submitted in an accurate
and timely manner while the Project is active. This task assumes Tetra Tech will attend a total of 16 bi-weekly
meetings. Meeting summaries (as required) will be
provided. Additionally, the Project Manager and design
team will be available for calls as needed. Tetra Tech
will also assist in providing technical representation
during public engagement forums. We will have 1
representative at the meetings listed below to provide
technical expertise and convey information about
the project specifics to the public, city council, and/ or individual homeowners. (1) – Town General Public
Meeting. (2) – City Council meeting presentations
(show pricing if additional meetings are needed). (2) – Engagement meetings with large groups of residents.
(10) – meetings with individual homeowners to review
specifics related to their property. It is assumed that all 10 meetings with property owners will occur over
the course of two days. We understand that the Town

TOWN OF ATHERTON - 16 - TETRA TECH
wished to keep the public informed through the Town
website, where information about upcoming and
ongoing projects can be found. Tetra Tech will provide
the town with the information as requested during the
life of the project for posting to the website.

Deliverables
ƒ Electronic copies of meeting minutes
Task G FEMA Coordination
Tetra Tech understands that a portion of the funds
for the construction of this project is coming from a
FEMA grant. Tetra Tech will facilitate the coordination with the Town and the Town’s representative any
requirements and formats required by FEMA pertinent
to construction.

Task H Project Plan
Tetra Tech will prepare and submit a Project Plan
for the Town’s approval for each indicated Task.

The Project Plan will outline the key personnel and
procedures to be followed in the conduct of the work,
including a project schedule, a Quality Control Plan,
and an Accident Prevention Plan. The Project Plan
will be presented virtually at the kick-off meeting; the meeting date shall require appropriate coordination
with the Town. The Project Plan will be developed
after discussion with the Town and confirmation of the
proposed project schedule (Section I).

Deliverables
ƒ Project Plan
GENERAL NOTES AND ASSUMPTIONS:

I. All deliverables will be electronic.

II. Scope and fee estimates have been developed
based on the knowledge and information available
at the time of scope development. There is
information that will be provided by the Town as
the effort for the project progresses (e.g., survey
data, finalized hydraulic models, risk analysis).

Required effort may change based on review
of provided information. If further information
becomes available during the scoping or project
period, Tetra Tech reserves the right to request an
update to the scope and fee.

III. Reliance on Provided Information - Tetra Tech
shall be entitled to rely upon any information,
data, and documentation concerning the Project
provided to us by the Town or other parties or that
are generally available, as well as any statements
and representations made by the Town concerning
the Project or the Services. In relying on such
information, Tetra Tech shall have no obligation to
investigate or independently verify the accuracy or
completeness of such information. Only pertinent
information will be provided. All information will
be provided in an organized format.

IV. Engineer’s Estimates - Any estimate of
construction cost prepared by Tetra Tech
represents its judgment as a design professional
and is supplied for the general guidance of the
Town. Since Tetra Tech has no control over the
cost of labor and material, or over competitive
bidding or market conditions, Tetra Tech does
not guarantee the accuracy of such estimates as
compared to Contractor bids or actual costs to the
Town.

V. Delays – Tetra Tech shall assist the Town in
applying for permits and approvals required
by law, or more specifically specified in this
Agreement. Tetra Tech shall not be responsible
for delays resulting from customer or third-party
actions or inactions.

VI. Permit Effort – Tetra Tech’s work does not include
any effort in preparing and applying for permits.

It is assumed that this effort will be handled by the
Town. Permit fees for all regulatory agencies and
plan checks are not included and are to be paid
by the Town. Tetra Tech cannot guarantee the
approval of permits by the issuing authority.

VII.Schedule – This fee estimate assumes that work
will be conducted in fiscal year 2024. Tetra Tech
reserves the right to negotiate fees if work extends
beyond fiscal year 2024.

VIII. This proposal and fee estimate are good for
60 days from the date shown on this cover letter.

Delays in contracting or project delays may require
additional budget. In addition, it is assumed that
funding is based on a single award, and finding in
phases will incur additional fees associated with
contract reviews and setup, and may be subject to
required additional fees.

Upper Atherton Creek Stabilization and Flood Mitigation Project KEY STAFF and

PROJECT EXPERIENCE

3.

TOWN OF ATHERTON - 17 - TETRA TECH

3. KEY STAFF and PROJECT EXPERIENCE
The Tetra Tech team proposed for the Upper Atherton Creek Stabilization and Flood Mitigation Project has been providing similar channel restoration and flood management solutions for various municipalities throughout California for the past 25 years. We offer the Town a team of professionals with the necessary technical skills, proven experience, and staff capacity to successfully deliver this project.

Tetra Tech offers the Town leading industry experts
that will provide the technical and managerial
qualifications, specialized expertise, and professional resources required to ensure project delivery on
schedule and within budget. We have selected some
of our most talented professionals to serve in key
roles who bring unmatched knowledge and an ability
to deliver reliable, cost-effective, and innovative
solutions.

The organization chart below presents the key
personnel and the responsibilities of each,
followed by a biographical sketch that introduces
the background and unique skill set of each of the
talented professionals the Tetra Tech team commits
to the Upper Atherton Creek Stabilization and Flood
Mitigation Project. Brief resumes are included in the
Appendix.

Eric Martin, PE, PLS Ike Pace, PE Jason Fussel, PE, PLS,

QSD/P, LEED AP, ENV SP

PRINCIPAL-IN-CHARGE PROJECT MANAGER QA/QC MANAGER
Organizational Chart

TOWN OF ATHERTON
Orlando Lopes, PE
Steven Parker

HYDROLOGY/

HYDRAULICS CHANNEL DESIGN
Aric Torreyson, PE, ENV SP
Jung Suh, PE
Eric Olea, EIT
Kyle Cross, PE
David Montalvo, EIT
Dan Helt, PE, PLS
Mark Lawler, LSIT

DESIGN TEAM

CIVIL ENGINEERING SURVEY
ENGEO
Theodore Bayham, PE, PG, GE, CEG
Jonathan Buck, PE, GE, LEED AP, QSD
Andrew Firmin, PE, GE, QSD

ENVIRONMENTAL/

CEQA GEOTECHNICAL
Mike Velzy, PE
David Munro, PWS
John Bock

TOWN OF ATHERTON - 18 - TETRA TECH
Jason Fussel, PE, PLS, QSD/P, LEED AP, ENV SP
Principal-in-Charge
As Principal-in-Charge, Jason will be ultimately responsible for assuring the Town’s satisfaction with Tetra Tech’s work. He will monitor delivery of the project, review for quality, precedent, and risk, provide direction of the design effort, staffing to meet the Town’s needs, and dedicating the resources necessary to see that the design objectives, schedule, and budget goals are met. In addition, he will assist our Project Manager with client and agency coordination. Jason’s civil engineering experience totals more than two decades, focused on water quality projects throughout California. He has been serving as the design lead in charge of coordinating all engineering disciplines and landscape architecture for large regional water capture projects totaling more than $250 million in construction cost throughout Los Angeles County. This includes all facets of design, from storm drain to surface and park restoration.

Eric Martin, PE, PLS
Project Manager
To best serve the Town on this project, we have assigned Eric Martin to lead our technical team. Eric will provide the overall project direction, coordination, technical oversight, and act as the single point of contact for the Town. Eric works out of Tetra Tech’s Oakland office and brings more than 10 years of experience providing civil engineering design for municipal, federal, and private sector projects including preparation of concept level and detailed construction documents as well as providing hydrologic analysis, hydraulic design, and Water Quality Management Plans for Low Impact Development projects.

These include site plans, street and storm drain improvements, grading plans, and utility plans for local and regional stormwater capture and treatment projects, as well as complete street projects. His experience includes hazardous waste containment and treatment projects and site development projects at sites across the U.S. and at Air Force facilities requiring hazardous waste containment and treatment infrastructure upgrades at fueling facilities. He also has experience developing maps and plans for boundary and topographic surveys, as-built surveys, for a wide variety of projects using traditional survey methods, mobile and static scanning technology, and UAV mounted LiDAR.

Ike Pace, PE, CCP
QA/QC Manager
As the QA/QC Lead, Ike is tasked with ensuring the complete satisfaction of the Town with the work efforts of the team and the intent of the proposed project. He will provide the overall project direction, coordination, technical oversight. Ike will lead project coordination between members of the project team to ensure that the project requirements are clearly identified, understood, and met.

Ike has 26 years of experience providing technical support to federal, state, municipal, and private clients in the areas of water resources management, planning and designing of levees and dams, river restoration, fish passage, flood control, flood mitigation analysis, and cost engineering. He has provided structural engineering support for numerous flood control elements including retaining walls, floodwalls, rectangular channels, trapezoidal channels, and side drain inlets. He has also been highly involved with the structural Design Criteria Review for the Periodic Inspection of Federal levees, which allows him to stay current with the latest USACE EMs, ERs, and ETLs. Ike is currently managing a dam spillway enlargement in Porterville California for the USACE and several levee design and design-build projects in Southern California for Ventura County and Orange County.

MANAGEMENT TEAM

TOWN OF ATHERTON - 19 - TETRA TECH

DESIGN TEAM
Aric Torreyson, PE, ENV SP
Channel Design Lead
Aric has more than 20 years of diverse engineering
experience in public works construction,
environmental engineering, and infrastructure
assessment. He has completed numerous multidiscipline public works and recreational improvement projects, smoothly integrating many different
disciplines to achieve project goals. Aric has extensive and relevant experience in stormwater design
and development of Best Management Practices
and has successfully implemented sustainable
design elements, including complete streets, water
harvesting, landscaping, and streetscaping. He has
specific experience in projects throughout Southern
California requiring public engagement for complete
street reconstruction, emergency roadway/trail
repairs, and shoreline protection tieback walls with
pedestrian access. His significant involvement in LID
and stormwater pollution prevention and reduction
projects in Southern California has provided a deep
understanding of permitting and regulatory issues in
this region. He has obtained permits from Caltrans,
UPRR, and BNSF, and has experience with right-of-way
acquisition and managing environmental permitting.

Orlando Lopes, PE
Hydrology & Hydraulics Lead
Orlando specializing in the management and
improvement of flood control systems and levee
infrastructure. With expertise in GIS mapping,
hydrology, hydraulics, and project management,
Orlando has led numerous high-profile engineering
projects throughout Southern California and Arizona.

His work includes conducting comprehensive
condition assessments, developing and designing
flood protection solutions, and steering multistakeholder collaborations to ensure community safety and compliance with regulatory standards.

Steven Parker
Hydrology & Hydraulics
Steven has experience in environmental planning
and hydrologic and hydraulic engineering as a GIS
specialist and Hydrology/Hydraulics Analyst. He is an
experienced geographer and GIS professional, acting
as a project manager and analyst in environmental
planning and hydrologic and hydraulic engineering.

He has a strong background in remote sensing/image
analysis, GIS, fluvial geomorphology, hydraulics,
and hydrology. His experience includes field survey
data collection and application and model expertise
including the latest versions of HEC-RAS, as well as
GeoRAS, FLO-2D, HEC-HMS, and GeoHMS. He
acts as a mentor in GIS and ArcGIS for other staff and
works well with design teams working in AutoCAD
or Microstation, or with graphics teams working
in Illustrator or Photoshop. His diverse experience
and geography background bring a holistic view to
projects he manages or participates in.

Jung Suh, PE
Channel Design
Jung is a civil engineer with 22 years of experience in the preparation of construction documents for various

TOWN OF ATHERTON - 20 - TETRA TECH
federal and local clients. The work includes the field
of surface water hydrology and hydraulic analysis of
natural rivers and streams, flood control channels and
levees, stormwater design, and alluvial fan flood flows.

Jung has design experience in open-channel flow,
closed-channel conduit, debris/detention basins,
and local storm drains and catch basins. His design
experience also includes computer-aided design using
AutoCAD and Civil 3D software, Bentley OpenRoads,
ProjectWise, MicroStation, and InRoads systems, and
design technical specifications.

Eric Olea, EIT
Channel Design
Eric has four years of experience as a water resources
engineer. He began his career at the City of Santa Ana
Water Resources Department, working on several
city improvement projects. He has been involved
in several water projects and has led inspections of
several County and Corps flood control facilities. He
is experienced in various civil drawing software and
compiling cost reports.

Kyle Cross, PE
Civil Engineering
Kyle brings more than 13 years of experience in
the design of municipal infrastructure. His design
experience includes water distribution systems,
wastewater collection systems, site grading, and
stormwater analysis. He has the knowledge to
utilize the latest in AutoCAD Civil 3D software to
generate clear and accurate construction plans. Kyle’s
experience in survey and construction observation has
provided him a strong understanding of the transition
from design to construction.

David Montalvo, EIT
Civil Engineering
David has experience in civil engineering design
for municipal and private sector project including
preparation of site plans, street improvements, and
utility plans. David is also experienced in performing
and developing maps and plans for topographic
surveys and staking for various projects.

Dan Helt, PE, PLS
Survey
Dan is experienced in both civil engineering and
land surveying aspects of construction and land
development projects. He has designed and prepared
both small and large federal, municipal, commercial,
and residential grading and drainage plans, as
well as utility plans and project associated public
improvement plans. Dan has prepared a variety of
hydrology and hydraulic documents for review of
analysis and compliance with codes and standards. He
has prepared and reviewed specifications, calculations
and other basis of design documents. Dan’s surveying
experience includes performing field boundary and
topographic surveys, as well as construction staking,
certification and monitoring, and ALTA/ACSM surveys.

He has considerable experience researching boundary
and chain of title information, and preparing legal
descriptions.

Mark Lawler, LSIT
Survey
Mark is experienced in a variety of field survey and
GIS applications. He has participated in all aspects
of control, construction, boundary, topographic
and aerial control surveys including terrestrial LiDAR
acquisition. He has ample experience with field survey
preparation, logistics and execution and is responsible for geospatial data acquisition processing and quality
control, project research, crew deployment and
support as well as task oversight and tracking. He has
experience working on projects for municipal, state
and federal agencies in diverse areas such as real
estate and cadastral, flood plain management, public
health and safety, and resource management.

Mike Velzy, PE
Environmental Coordination
Mike has more than 38 years of professional
environmental and civil engineering, consulting,
and construction experience. He has overseen
complex environmental investigations, cleanups,
and multidisciplinary remedial design projects, and
has managed more than 100 environmental projects.

His experience includes all facets of environmental
investigations, planning, permitting, and mitigation
design, and reporting for both public and private
sector clients, including power, oil and gas, landfill, mining, ports, and municipalities. He has prepared air
monitoring guidance and mitigation documents for
the containment of naturally occurring asbestos with
engineering oversight for large scale excavation and
blasting projects in California. He has prepared plans, specifications, and cost estimates for the mitigation
and monitoring of subsurface/sub-slab gases such
as methane, hydrogen sulfide, and volatile organic
compounds.

TOWN OF ATHERTON - 21 - TETRA TECH
ENGEO
For Geotechnical Engineering, we bring strength
both from our in-house experts and through our
strategic partner, ENGEO. ENGEO is an awardwinning, employee-owned California Corporation of more than 400 geotechnical and civil engineers,
geologists, hydrologists, hydrogeologists,
environmental scientists, construction qualityassurance representatives, and laboratory testing specialists serving clients in the U.S. and abroad for
over 50 years. ENGEO has served many iconic and
highly visible projects with complex engineering and
geologic challenges.

ENGEO serves projects in transportation;
infrastructure; water storage, conveyance, and
treatment; wastewater facilities; industrial facilities; geologic hazard mitigation; flood control facilities;
civic structures; healthcare; education; energy;
manufacturing; ports, harbors, and waterfront
development; residential and mixed-use communities;
and urban development. ENGEO actively participates
in the design and construction of water resources
projects of all types, and specializes in complex creek restoration projects, bridge scour protection, and
stormwater requirements, both during and postconstruction.

ENGEO provided geotechnical engineering services
as a member of the Tetra Tech team for the Town of
Atherton Water Capture Project located in HolbrookPalmer Park.

Theodore Bayham, PE, PG, GE, CEG
Ted joined ENGEO in 1998 and has 40 years of
experience in geotechnical engineering, engineering
geology and environmental assessments. He has
served as a Geotechnical Engineer for numerous
school and hospital projects in accordance with Title
22 of the State of California Code of Regulations.

Ted has provided geotechnical expert witness
services including testimony on many cases related
to legal matters on various projects in California. His geotechnical and engineering geology experience
includes waterfront projects along San Francisco Bay,
Naval Base redevelopments, and numerous large
earthwork projects situated in technically challenging
hillside conditions in the Bay Area. Technical expertise includes slope stability and landslide characterization; fault hazard studies; liquefaction evaluation, soft “highly compressible” soils and mitigation; collapsible soils;
shallow and deep foundations; design of various earth
retention systems, trenchless technology; ground water
evaluation, temporary and permanent dewatering.

Jonathan Buck, PE, GE, LEED AP, QSD
Jon brings more than 27 years of experience in the
civil engineering industry related to geotechnical
and water resources engineering. He specializes in
creek stabilization and restoration, geomorphology of
creek bed and banks, stormwater and erosion control
management, geotechnical feasibility of earth dams
and engineered slopes, deep foundation systems for
bridge structures, hydrologic analysis of watersheds
and wetlands, and complex permitting and regulatory
issues.

Andrew Firmin, PE, GE, QSD
Andy provides project management and geotechnical
engineering services for various project types including master-planned and mixed-use developments, as
well as commercial, transportation, flood control and
infrastructure projects. His specializations include slope stability analysis, liquefaction analysis, retaining wall design, shoring design, foundation design, pavement
design and construction observation services including
earthwork construction, foundation excavation,
retaining wall construction and pile driving operations.

TOWN OF ATHERTON - 22 - TETRA TECH
Tetra Tech helped Valley Water with strategies to comprehensively manage and rehabilitate 23-mile Stevens Creek that extends from the Santa Cruz Mountains to San Francisco Bay. This work included updates on the Asset Management Plan (AMP) to address systemic deficiencies through a holistic approach, integrating geomorphic and hydraulic assessments. Key components included:
ƒ Condition Assessment and Geomorphic Study: Targeted assessments to understand erosion patterns and hydraulic capacity, identifying areas requiring urgent stabilization and enhancement.
ƒ Feasible Concept Designs: Development of practical and effective design solutions tailored to the unique conditions of Stevens Creek, including rock riffle structures to mitigate bed erosion and strategically placed levees or floodwalls to enhance flood protection.
ƒ Updated AMP with Holistic Management Strategies: The AMP revision incorporated geomorphic insights to formulate sustainable recommendations for capital improvement projects and management strategies, prioritizing ecological compatibility, and flood resilience.

Key Challenges: (1) Stevens Creek’s varied geomorphic characteristics required sophisticated assessment techniques to understand and address erosion and sediment transport; (2) densely populated urban areas complicated construction activities and required careful coordination to minimize disruption to local communities; and (3) addressing creek’s hydraulic inadequacies to handle 100-year flood events without extensive modification to infrastructure. Several discussions were held with Valley Water groups to ensure solutions were thoughtful, fair, and realistic, which allowed for important and inclusive discussion about how the creek should be repaired, improved, and maintained.

STEVENS CREEK INSPECTION, DESIGN, AND ASSET MANAGEMENT PLAN Santa Clara County, CA
Tetra Tech supported the preparation of the PI deficiencies correction spreadsheet and supporting analysis and documentation to successfully reinstate SCR-1 back into the USACE PL 84-99 program. We developed a draft Interim Risk Reduction Measures (IRRMs) Plan to include interim actions to reduce flood risks from the SCR1 Levee System while long-term solutions are developed and implemented. IRRMs are being developed based on guidance in the Engineering and Construction Bulletin No. 2012-1 and will become a critical part of flood risk management and prevention of loss of life.

Key Challenges: High potential scour depths which threaten to undermine the levee. Evaluated the use of soil cement to provide slope armor.

SANTA CLARA RIVER FINAL DESIGN AND FEMA CERTIFICATION
Ventura County, CA
CLIENT: Ventura County Public Works Agency (PWA)
CONTACT: Kirk Norman, (805) 654-2017, [email protected] CLIENT: Valley Water
CONTACT: Elizabeth Mercado, (408) 858-2332, [email protected]

RELEVANT PROJECT EXPERIENCE

TOWN OF ATHERTON - 23 - TETRA TECH
Tetra Tech provided support to the Soboba Band of Luiseno Indians to develop a master drainage plan and detailed floodplain study for Poppet Creek, the main watercourse through the reservation. We provided application support for grants including 406 FEMA Grant Program, Hazard Mitigation Grant Program, and the 404/Pre-Disaster Mitigation Grant Program. We also provided investigations and evaluations of the drainage problems at the Soboba reservation area, allowing for early implementation of portions of the Master Plan.

Key Challenges: Emergency engineering support to re-open, repair, and protect infrastructure from flooding. Expedited design and construction documents to fast track the repairs and protect vital infrastructure on the Reservation.

SOBOBA FLOOD HAZARD MITIGATION, GRANT SUPPORT,
MASTER DRAINAGE PLAN, AND EMERGENCY PS&E, San Jacinto, CA CLIENT: Soboba Band of Luiseno Indians
CONTACT: Ken McLaughlin, (951) 487-7445 x4126, [email protected] Tetra Tech performed a hydraulic design refinement, including baseline and proposed sediment transport analysis, of the preliminary design which allowed for major plan modifications to streamline the transitions at the bridge crossings, improve channel junctions, and revise the bottom widths to fit the channel into the right-of-way. Tetra Tech prepared a system-wide CLOMR for Lower and Upper Berryessa Creek, Lower Penitencia Creek, and Coyote Creek into the San Francisco Bay.

Key Challenges: Very confined schedule. Through a feasibility study, additional right-of-way for construction was recommended.

UPPER BERRYESSA CREEK FINAL DESIGN, San Jose, CA
CLIENT: Valley Water
CONTACT: Judy Nam, (408) 728-0451, [email protected] Tetra Tech designed one-mile of flood control improvements, including two pump station modifications, roller and “flip-up” gate closure structures, levee and sheet pile design, hydraulic engineering, utility relocations, and environmental coordination. The project added channel capacity using levee improvements of sheet pile floodwalls, closure structures, and earthen embankment fills.

Key Challenges: Channel was hydraulically constricted and required floodwall improvements to provide required FEMA freeboard on top of earthen levee.

Determined two channel bridge crossing improvements to reduce large hydraulic losses imposed by the bridges.

LOWER PENITENCIA CREEK FLOOD CONTROL, Milpitas, CA
CLIENT: Valley Water
CONTACT: Bill Sanchez, (408) 630-2974, [email protected]

TOWN OF ATHERTON - 24 - TETRA TECH
Tetra Tech was contracted by the Washoe Tribe of Nevada and California to undertake a detailed hydrologic and hydraulic assessment of their properties along the East Fork of the Carson River and an adjoining tributary. The primary goal was to assess flood risk hazards, identify gaps in existing FEMA and local data, and propose viable flood design solutions. The project involved:
ƒ Comprehensive reviews of FEMA and local hydrologic and hydraulic data; ƒ On-site assessments to directly observe and evaluate flood risks and drainage issues; and
ƒ Development of a memo outlining findings and recommending actions including updating flood inundation mapping and designing solutions for tributary flooding.

The project culminated in a memo outlining findings and recommending actions such as updating flood inundation mapping and designing solutions for tributary flooding, with potential solutions including channel widening, bridge expansion, and possibly constructing levees.

Key Challenges: (1) Synthesizing historical data with new field observations to create an accurate risk profile; (2) managing flood risks in a geographically challenging area with significant historical and cultural implications; and (3) ensuring solutions respected the tribal community’s needs and heritage.

WASHOE TRIBE HYDROLOGIC AND HYDRAULIC ASSESSMENT
Gardenville, NV
CLIENT: Washoe Tribe of Nevada & California
CONTACT: James Gatzke, (775) 265-8680 x11010, [email protected] Tetra Tech worked with the Town of Atherton to evaluate and prepare 30% construction documents for a Caltrans funded Water Capture Project to reduce localized flooding and improve water quality. Tetra Tech provided a Project Engineering Design Report that included all necessary field survey, boundary survey, site investigation, hydrology and hydraulic analysis, water quality data and analyses required to design a cost-effective regional stormwater capture treatment system. The analysis balanced the inflow rate, storage volume, and outflow methodologies and relates the associated volume and pollutant reduction to inform the design sizing decision. ENGEO conducted a geotechnical investigation for the improvement project.

The intent of the project was to store and recharge stormwater from the Atherton Canal into soil materials at depth underneath the existing park and reduce surface flows from the upper portions of the watershed.

ATHERTON WATER CAPTURE
Atherton, CA
CLIENT: Town of Atherton
CONTACT: Robert Ovadia, (650) 752-0541, [email protected]

Upper Atherton Creek Stabilization and Flood Mitigation Project

REFERENCES

4.

TOWN OF ATHERTON - 25 - TETRA TECH

4. REFERENCES
Project Name Client Reference Description of Work
Stevens Creek
Inspection,
Design, and Asset
Management Plan
Valley Water
Elizabeth Mercado
(408) 858-2332
[email protected]
Tetra Tech assisted Valley Water with strategies to
comprehensively manage and rehabilitate 23-mile
Stevens Creek that extends from the Santa Cruz Mountains to San Francisco Bay, including updates on the Asset
Management Plan to address systemic deficiencies
through a holistic approach, integrating geomorphic and hydraulic assessments.

Upper Berryessa
Creek Final
Design
Valley Water
Judy Nam
(408) 728-0451
[email protected]
Tetra Tech performed a hydraulic design refinement,
including baseline and proposed sediment transport
analysis, of the preliminary design which allowed for major plan modifications to streamline the transitions at the bridge crossings, improve channel junctions, and revise the bottom widths to fit the channel into the right-of-way.

Tetra Tech prepared a system-wide CLOMR for Lower and
Upper Berryessa Creek, Lower Penitencia Creek, and
Coyote Creek into the San Francisco Bay.

Santa Clara River
Final Design
and FEMA
Certification
Ventura County Public
Works Agency
Kirk Norman
(805) 654-2017
[email protected]
Tetra Tech supported the preparation of the PI deficiencies correction spreadsheet and supporting analysis and
documentation to successfully reinstate SCR-1 back into the USACE PL 84-99 program. We developed a draft
Interim Risk Reduction Measures Plan to include interim actions to reduce flood risks from the SCR-1 Levee
System while long-term solutions are developed and
implemented.

The Tetra Tech team’s success has been built on local
knowledge, technical expertise, quality design,
fiduciary duty, and development of practical solutions
that meet industry standards for sound engineering
practices. The representative project experience
and descriptions provided in our response serve as
a sampling of projects that validate the depth of our
team’s local expertise in creek restoration and flood
risk management projects.

Tetra Tech is especially proud of our high level of repeat clients, which we attribute to our dedication and
commitment to providing quality engineering services,
as well as client satisfaction. Of particular note is our team’s unmatched depth of experience working with
local municipalities and regulatory agencies. Design
of such projects requires a unique set of skills that can only be derived from experience. The staff committed
to working with the Town have been hand-picked
based on their experience working on the projects
included in this section. Additional experienced
resources will also support this project on an asneeded basis to ensure we meet or exceed the Town’s expectations for the project schedule.

We invite you to reach out to the client references
below to inquire about their experience working with
Tetra Tech.

Upper Atherton Creek Stabilization and Flood Mitigation Project SCHEDULE and COST PROPOSAL

5.

TOWN OF ATHERTON - 26 - TETRA TECH

5. SCHEDULE AND COST PROPOSAL
Included below is our proposed schedule and cost estimate for each of the tasks outlined in the scope of work, including personnel, job title, hourly rates, and estimated time for each task and subtask. Our hourly rate includes labor, reporting, travel, technical supervision, equipment, taxes, insurance, and all other incidental charges, as requested by the RFQP.

Price Summary / Totals
Task Pricing Totals 696,991
Bill Rate > 375.00 375.00 375.00 210.00 200.00 145.00 275.00 225.00 200.00 165.00 270.00 175.00 115.00 105.00 260.00 210.00 195.00 165.00 155.00 145.00 135.00 115.00 135.00 125.00 175.00 265.00 340.00 140.00 130.00 Specify Add'l Fees on Setup 0 Technology Use Fee
Proj Area > QA/QC H&H Civil Civil Civil H&H H&H H&H H&H Survey Survey Survey Survey Environment al
Environment
al
Environment
al
Environment
al
Environment
al
Environment
al
Environment
al
Environment
al
Environment
al
Environment
al
Environment
al Survey Survey Admin Admin 696,991
Submitted to: Town of Atherton
Unit Rate > $0.80
Contract Type: T&M
Unit > mile
Charged to > M&E
Project Phases / Tasks From Thru Months 2,840 11 41 181 77 8 24 262 92 416 496 9 28 54 100 9 162 53 22 13 186 241 132 20 17 20 30 116 4 16 Quantities > 1,500 0.62% 579,420 109,332 3,520 1,200 3,520 696,991 1 2 3 4 5 6 7 8 9 10 11 12 13 14 16 17 18 19 20 21 22 23 24 25 26 30 31 32 33 H Project Plan 07/08/24 08/02/24 0.8 2 16 1 - 4 1 - - 10 16 - - - - - - - - - - - - - - - - - - - - - - - 4,835 - - - - 4,835 H.01 Prepare Project Plan 12 1 2 1 8 3,535 3,535
H.02 Review Project Plan 4 2 2 1,300 1,300
F Meetings and Coordination 07/08/24 01/31/25 6.7 15 133 150 - - 62 20 - - 32 - 24 - - - - - - - - - - - - - - - - - - 4 8 - 42,966 3,520 - - - 46,486 F.01 General Project Management 28 16 4 8 0.74% 6,044 6,044 F.02 Biweekly Progress Meetings 24 8 16 0.74% 7,455 7,455 F.03 Public Outreach Meetings 66 - - 50 16 - - - - - - - - - - - - - - - - - - - - - - - - - - 22,274 - 3,520 - - 25,794 (1) Town General Public Outreach Meeting (1 meeting) 12 8 4 0.74% 3,868 550 4,418 (2) City Council Meeting Presentations (2 meetings) 24 16 8 0.74% 7,737 1,100 8,837 (2) Engagement Meetings with large groups of residents (2 meetings) 10 6 4 0.74% 3,113 1,100 4,213 (10) Meetings with individual homowners (all meetings over 2 days) 20 20 0.74% 7,556 770 8,326 F.04 Town Website Assistance 32 4 4 24 0.74% 7,193 7,193 A Atherton Creek Upper Channel Assessment 07/15/24 08/30/24 1.5 4 29 641 3 4 32 13 - - 76 12 60 100 9 28 54 100 - - - - - - - - - - - 30 116 - 4 1,500 141,405 38,390 1,200 - 2,970 183,965 A.01 Site Walk 24 12 12 7,800 2,750 10,550
A.02 Condition Assessment Memo 95 1 4 8 2 20 20 40 21,395 21,395 A.03 Hydrologic/ Hydraulic Modeling 120 4 40 16 60 25,600 25,600 A.04 Assessment Recommendations and Estimate 47 1 4 2 4 12 24 10,895 10,895 A.05 Mailing Letter 11 1 4 2 4 2,815 220 3,035
A.06 Base Mapping 344 - - - 7 - - - - - - 9 28 54 100 - - - - - - - - - - - 30 116 - - 1,500 72,900 38,390 - 1,200 - 112,490 Field 156 2 8 30 116 1,500 49,210 3,850 1,200 54,260
LiDAR 3 1 2 560 18,040 18,600
Base File Creation 150 2 8 10 30 100 18,280 16,500 34,780 Topographic Map PDF (optional) 35 2 1 8 24 4,850 4,850
B Conceptual Channel Design and Flood Mitigation Measures 09/09/24 09/27/24 0.6 2 11 124 - 4 12 - - - 24 - 24 60 - - - - - - - - - - - - - - - - - - - - 27,300 - - - - 27,300 B.01 10% Conceptual Design 124 4 12 24 24 60 27,300 27,300 D Coordination with Geotech and Environmental Engineering 09/09/24 01/31/25 4.6 11 92 100 2 - 11 13 - - 22 - 52 - - - - - - - - - - - - - - - - - - - - - 24,312 - - - - 24,312 D.01 General Coordination 78 2 8 12 16 40 1.07% 18,870 18,870 D.02 Addressing Town Comments (For Conceptual Design) 22 3 1 6 12 1.07% 5,443 5,443 Da. Environmental Engineering 884 1 - - 8 - - - - - - - - - - 9 162 53 22 13 186 241 132 20 17 20 - - - - - 137,405 7,142 - - - 144,547 PM/Meeting Addendence 18 1 8 1 4 4 3,435 2,298 5,733
Da.01 Wetland Delineation Report 123 5 40 72 6 17,630 17,630 Da.02 JARPA 91 3 32 56 12,980 12,980
Da.03 Biological Assessment (optional) - -
Da. 04 Revegetation Plan (optional) - -
Da. 05 Mitigation and Monitoring Plan (optional) - -
Da. 06 Environmental Evaluation (CEQA) 40 18 8 10 4 6,950 281 7,231 Da. 07 Project Description (CEQA) 26 16 2 2 4 2 4,810 4,810 Da.08 IS/MND 478 116 21 12 13 110 109 58 12 13 14 75,480 4,563 80,043 108 12 32 64 16,120 16,120
Db. Geotechnical Investigation and Report - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 63,800 - - - - 63,800 Db.01 Geotechnical Exploration and Report - 48,400 48,400 Db.02 Engineering Consultation - 15,400 15,400
C Construction Documents 10/07/24 01/31/25 3.7 9 74 858 4 32 44 14 8 24 70 80 244 336 - - - - - - - - - - - - - - - - - - 2 - 182,161 - - - - 182,161 C.01 30% Plans, Specifications & Estimates 93 1 4 4 4 2 8 6 16 24 24 1.33% 20,048 20,048 C.02 65% Plans, Specifications & Estimates 287 1 8 16 4 2 8 24 24 80 120 1.33% 60,367 60,367 C.03 90% Plans, Specifications & Estimates 243 1 8 12 4 2 20 16 80 100 1.33% 51,390 51,390 C.04 100% Plans, Specifications & Estimates 159 1 8 8 2 2 8 12 16 40 60 2 1.33% 33,859 33,859 C.05 Final Plans, Specifications & Estimates 76 4 4 8 8 20 32 1.33% 16,497 16,497 G FEMA Coordination 09/09/25 01/31/25 0.0 44 - - 8 6 - - 16 - 12 - - - - - - - - - - - - - - - - - - - 2 - 11,886 - - - 550 12,436 G.01 FEMA (1) Meeting and Coordination 18 4 4 8 2 5.00% 5,040 5,040 G.02 FEMA Requirements and Formatting 26 4 2 8 12 5.00% 6,846 550 7,396 E Permitting 07/15/24 01/31/25 6.5 15 128 23 - 1 8 2 - - 12 - - - - - - - - - - - - - - - - - - - - - - - 7,150 - - - - 7,150 E.01 Permitting Timeline 23 1 8 2 12 0.77% 7,150 7,150
Totals 07/08/24 01/31/25 6.7 2,840 11 41 181 77 8 24 262 92 416 496 9 28 54 100 9 162 53 22 13 186 241 132 20 17 20 30 116 4 16 Quantities > 1,500 0.62% 579,420 109,332 3,520 1,200 3,520 696,991 Task Pricing
Schedule Totals Work Days Off Work Days
Total
Labor Hrs Subs Travel Mat'ls & Equip ODCs
Labor
Rate Esc. Labor
Items > Fleet Vehicles
Principal Engineer (Aric Torreyson)Project Manager 1 (Eric Martin)Project Engineer 2 (Kyle Cross)Engineer 1 (David Montalvo)Sr Engineer 1 (Orlando Lopes)Sr Planner / Cost Estimator (Steve Parker)Engineer 3 (Eric Olea)Engineer 2 (Kim Nguyen)Principal Surveyor (Dan Helt)Survey Manager (Mark Lawler)Surveying Specialist (Zeph Seher)Survey Technician (Cyrus Khambatta)Environmental Prograpm Manager (Environmental Prograpm Manager)Environmental PM (Environmental PM)Principal Scientist Engineer (Principal Scientist Engineer)Staff Scientist/Engineer IV (Staff Scientist/Engineer IV)Staff Scientist/Engineer III (Staff Scientist/Engineer III)Staff Scientist/Engineer II (Staff Scientist/Engineer II)Staff Scientist/Engineer I (Staff Scientist/Engineer I)Associate Scientist/Engineer (Associate Scientist/Engineer)Technical Editor (Technical Editor)GIS Specialist (GIS Specialist)Financial Manager (Financial Manager)2 Person Survey Crew (Non-Prevailing)2 Person Survey Crew (Prevailing)Sr Project Administrator (Lee Houston)Sr Project Administrator (Karen Grubb) Total Price
Unit Rate Qty's
Pricing by Resource
Principal Engineer (Jason Fussel)Principal Engineer (Ike Pace) 29 Resource
Atherton Channel Repair
Price Proposal Revision Date:

July 9, 2024
Labor Plan

BASE PRICE PROPOSAL

Upper Atherton Creek Stabilization and Flood Mitigation Project DISCLOSURE and

CONTRACT EXCEPTIONS

6.

TOWN OF ATHERTON - 27 - TETRA TECH

6. DISCLOSURE
Tetra Tech is a leading, global provider of consulting
and engineering services, with 28,000 employees
supporting global commercial and government
clients focused on water, environment, sustainable
infrastructure, renewable energy, and international
development. As such, we have a robust internal
conflict of interest process to serve our clients without adverse conflict. Tetra Tech does not foresee any
potential conflicts of interest in working for the Town of Atherton.

Tetra Tech has reviewed and understands
the proposed terms and conditions
described in the Town’s Standard
Agreement for Services and believes
the agreement is generally sufficient to
indicate and convey understanding of all
terms and conditions for the performance
of the work for which this proposal is
submitted. Tetra Tech accepts the contract
terms and conditions as presented in the
Town’s Standard Agreement for Services
included with the RFP.

CONTRACT EXCEPTIONS

Upper Atherton Creek Stabilization and Flood Mitigation Project

RESUMES
Appendix.

TOWN OF ATHERTON TETRA TECH
Jason Fussel’s civil engineering experience totals more than two decades with a focus on water quality projects. His experience includes work on both public and private sector jobs of varying size and construction material types including the design of water distribution systems, street and storm drain improvements and grading activities varying from mass grading to final precise grading plans, and sewer transmission systems. Mr.

Fussel’s professional strengths and key areas of expertise include project management, QA/QC, peer review, cost estimating, stormwater analysis and studies, design, preparation of specifications, bid documents and cost estimates, and construction support services.

Experience
Cartan Field Water Capture Project, Town of Atherton, CA. PrincipalIn-Charge. Mr. Fussel was responsible for overseeing survey services and the preparation of conceptual design, plans, specifications, and estimates (PS&E) through construction management for a stormwater capture facility that diverts water from a major flood control storm drain (Atherton Channel). Survey services for the project involved production of a Record of Survey under direction of the Licensed Land Surveyor at the request of the Town of Atherton. Additional scope included conceptual design and 30% construction documents including plans, specifications, and estimate (PS&E) for the stormwater capture facility. The project goal was to convey stormwater to an underground infiltration/detention system, and evaluate the potential end points of reuse, irrigation, infiltration, and/ or filtration. The project involves initial engineering and geotechnical assessments, detailed design, environmental compliance, permitting, construction of a diversion structure and piping, construction of a pretreatment facility, excavation and construction of a high void underground storage/infiltration chamber, disposal of excavated soil, and reconstruction of disturbed portions of the site. The project is part of the Town’s goal to implement green infrastructure planning, stormwater resource planning, mercury/PCBs load reduction, and trash load reductions.

Aliso Creek – Limekiln Creek Restoration Project, City of Los Angeles Bureau of Engineering, Los Angeles, CA. Program Manager. Mr. Fussel was responsible for overseeing pre-design and design services. The project is located at the confluence of the concrete lined Aliso and Limekiln Creek flood channels, which merge together in the southern portion of the project site. The project improvements involved constructing several stormwater Best Management Practices (BMPs) intended to treat on-site and off-site runoff and reduce contamination in Aliso Creek, Limekiln Creek, and the Los Angeles River. The BMPs included low flow channel diversions, stormwater pump stations, stormwater pre-screening devices, bioswales, vegetated detention/retention basin, the restoration of upland, riparian habitat, and BMP educational signage. The goal of the project is to significantly reduce the pollutant loads, as well as transform a specifically

PRINCIPAL-IN-CHARGE
Jason Fussel, PE, PLS, LEED AP,

QSD/P, ENV SP

EDUCATION
BS, Civil Engineering,
California Polytechnic State
University, San Luis Obispo,
2003

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer,
California No. 70879
Professional Land Surveyor,
California No. 9006
Qualified SWPPP Developer
(QSD) and Qualified SWPPP
Practitioner (QSP), No. 20231
Envision Sustainability
Professional
LEED Accredited Professional

YEARS OF EXPERIENCE
21

TOWN OF ATHERTON TETRA TECH
built flood control facility into a multi-function green infrastructure facility. The project will also be designed to achieve a Platinum Envision Rating. This important
water quality project is part of the City’s overall efforts through the Proposition O Bond Program to improve
water quality and reduce pollutant loads that are
currently being conveyed to the rivers, lakes, and
oceans within the greater Los Angeles area.

Peck Park Canyon Stormwater Quality
Enhancement Project, City of Los Angeles, Bureau
of Engineering, San Pedro, CA. Project Engineer
and Engineer of Record. Mr. Fussel was responsible
for overseeing project design components and
incorporating the latest Low Impact Development (LID)
design strategies in water quality improvement, BMPs,
landscape architecture, Leadership in Energy and
Environmental Design (LEED), and public outreach for
this important water quality project which improved
the quality of stormwater entering and leaving Peck
Park Canyon. In addition to reducing erosion and
sedimentation, the project provided water quality
benefits by reducing the bacteria in the Canyon’s
stream and ultimately in the Los Angeles Harbor and
San Pedro Bay. Project improvements included the
implementation of bioswales and infiltration strips at
the top of the canyon, using stepped and armored
channels, dissipaters and stilling basins to reduce
runoff velocities and erosion throughout the remainder
of the park. Also included were reconstruction of
trails, passive recreational amenities and interpretive signage. In addition, to overseeing the project
design components, Mr. Fussel led the Construction
Support Services and played a key role in all submittal documents, requests for information and attended
weekly construction meetings.

Red Morton Park Stormwater Retrofit, City of
Redwood City, CA. Principal-In-Charge. Mr. Fussel
is overseeing surveying and engineering design
services for a multi-beneficial regional stormwater
capture project at Red Morton Community
Park in Redwood City. Tetra Tech conducted a
topographic survey, comprised of ground survey
and aerial photogrammetry, and performed detailed
investigations of the site in order to allow the design team to understand above ground and potential
subsurface constraints that may limit the project
footprint. Tetra Tech is responsible for providing
the PS&E for the construction of the 9-15 acre feet
stormwater capture and treatment facility, as well as
the site development necessary to rebuild affected
work zone of Red Morton Park. Components to the
stormwater treatment system include a pre-treatment,
detention, and media filtration before returning the
diverted water back to the San Francisco Bay via the
reinforced concrete box channel that runs through
Red Morton Park. Surface restoration options will
include artificial turf, pervious pavers, and vegetative recirculation swales, and secondary treatment for
irrigation.

Caruthers Park Stormwater and Urban Runoff
Capture Project, City of Bellflower, CA. Project
Manager responsible for overseeing the predesign and design services for this Caltrans funded stormwater capture project. Tetra Tech prepared a
Project Engineering Study Report (PESR) that included
all necessary analyses to provide a recommendation
for regional stormwater capture treatment and
implementation. The analysis identified the existing
site hydrology, water quality, and hydraulics to
determine an optimal combination of the inflow
rate, storage volume, and outflow. The Caruthers
Park Project consists of a gravity diversion from two
separate Los Angeles County Flood Control District
storm drain lines; a 72” RCP line that drains 261 acres of the Los Cerritos Channel, and a 38’ wide rectangular concrete channel that drains 2,995 acres of the Lower
San Gabriel River. The diverted flows pass through
a pretreatment system to remove trash, debris, and
sediment. The runoff is then passed into a large buried multi-chambered storage/infiltration facility that will be treated and used to irrigate the park. Flows in excess
of the required irrigation demands will pass into the
infiltration gallery to be exfiltrated through the soil to eventually combine with the ground water. The system
uses active controls to monitor the weather conditions
and empty the facility through a secured cloud-based
system. This project helps the City comply with their
bacteria and metals TMDL, while providing additional
benefits of potable water offset and park revitalization.

FUSSEL (continued)

TOWN OF ATHERTON TETRA TECH
Eric Martin has more than 11 years of experience in civil engineering design for municipal, federal, and private sector projects including preparation of site plans, street and storm drain improvements, grading plans, and utility plans. His experience includes providing hydrology analysis and hydraulic design for Low Impact Development (LID) projects. He is also experienced in performing and developing maps and plans for boundary and topographic surveys, as-built surveys, and construction staking for a wide variety of projects. His experience also includes planning, performing, and developing maps and plans for boundary and topographic surveys, as-built surveys, aerial surveys, terrestrial scanning surveys, underground utility surveys, and construction staking.

Experience
Cartan Field Water Capture Project, Town of Atherton, CA. Project Engineer. Mr. Martin was responsible for preparing conceptual design and construction documents including plans, specifications and estimate for the stormwater capture and treatment facility. The improvements will divert water from a major flood control storm drain (Atherton Channel), convey it to an underground infiltration/detention system, and evaluate the potential end points of reuse, irrigation, infiltration, and/or filtration in real time. The project involves initial engineering and geotechnical assessments, detailed design, environmental compliance, permitting, construction of a pneumatic diversion structure and gravity inlet piping, construction of a pre-treatment facility, construction of a high void underground storage/infiltration chamber, implementation of a cartridge filter stormwater treatment unit, disposal of excavated soil, and reconstruction and beatification of disturbed portions of the site.

The project is part of the Town’s goal to implement green infrastructure planning, stormwater resource planning, mercury/PCBs load reduction, and trash load reductions.

Red Morton Park Stormwater Retrofit, City of Redwood City, CA.

Project Manager. Mr. Martin is responsible for the direction of the design effort, and dedicating the resources necessary to see that the design objectives, schedule, and budget goals are met for this multi-beneficial regional stormwater capture project. Tetra Tech conducted a topographic survey, comprised of ground survey and aerial photogrammetry, and performed detailed investigations of the site in order to allow the design team to understand above ground and potential subsurface constraints that may limit the project footprint. Tetra Tech is responsible for providing the plans, specifications, and estimate (PS&E) for the construction of the 9-15 acre feet stormwater capture and treatment facility, as well as the site development necessary to rebuild affected work zone of Red Morton Park.

Components to the stormwater treatment system include a pre-treatment, detention, and media filtration before returning the diverted water back to the San Francisco Bay via the reinforced concrete box channel that runs through Red Morton Park. Surface restoration options will include artificial

PROJECT MANAGER
Eric Martin, PE, PLS

EDUCATION
MS, Civil/Environmental
Engineering, California
Polytechnic State University,
San Luis Obispo, 2012
BS, Civil Engineering,
California Polytechnic State
University, San Luis Obispo,
2011

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer,
California No. 84829
Professional Land Surveyor,
California No. 9718

YEARS OF EXPERIENCE
12

TOWN OF ATHERTON TETRA TECH
turf, pervious pavers, and vegetative recirculation
swales, and secondary treatment for irrigation.

Aliso Creek – Limekiln Creek Restoration Project,
City of Los Angeles Bureau of Engineering, Los
Angeles, CA. Project Engineer. Mr. Martin provided
design services in support of the Pre-Design Report.

The project was located at the confluence of the
concrete lined Aliso and Limekiln Creek flood
channels, which merge together in the southern
portion of the project site. The project improvements
involved constructing several stormwater Best
Management Practices (BMPs) intended to treat
onsite and offsite runoff and reduce contamination
in Aliso Creek, Limekiln Creek, and the Los Angeles
River. The BMPs included low flow channel diversions,
stormwater pump stations, stormwater pre-screening
devices, bioswales, vegetated detention/retention
basin, the restoration of upland, riparian habitat, and BMP educational signage. The goal of the project was
to significantly reduce the pollutant loads, as well as transform a specifically built flood control facility into a multi-function green infrastructure facility. The project was also designed to achieve a Platinum Envision
Rating. This important water quality project was part of the City’s overall efforts through the Proposition “O”
Bond Program to improve water quality and reduce
pollutant loads that are currently being conveyed to
the rivers, lakes, and oceans within the greater Los
Angeles area.

Caruthers Park Stormwater and Urban Runoff
Capture Project, City of Bellflower, CA. Project
Engineer. Mr. Martin was responsible for predesign and design services for this Caltrans funded stormwater capture project. Tetra Tech is providing
a Project Engineering Study Report that includes all
necessary analyses to provide a recommendation
for regional stormwater capture treatment and
implementation. The analysis identifies the existing site hydrology, water quality, and hydraulics to determine
an optimal combination of the inflow rate, storage
volume, and outflow. The Caruthers Park Project
consists of a gravity diversion from two separate Los
Angeles County Flood Control District storm drain
lines; a 72” RCP line that drains 261 acres of the
Los Cerritos Channel, and a 38’ wide rectangular
concrete channel that drains 2,995 acres of the Lower
San Gabriel River. The diverted flows pass through
a pretreatment system to remove trash, debris, and
sediment. The runoff is then passed into a large buried multi-chambered storage/infiltration facility that will be treated and used to irrigate the park. Flows in
excess of the required irrigation demands will pass
into the infiltration gallery to be exfiltrated through the soil to eventually combine with the ground water. It is anticipated that the system will use active controls to monitor the weather conditions and empty the facility
through a secured cloud-based system. This project
will help the City comply with their bacteria and metals TMDL, while providing additional benefits of potable
water offset and park revitalization.

Bolivar Park, Stormwater and Runoff Capture
Project, City of Lakewood, CA. Design Engineer. Mr.

Martin was responsible for plans, specifications and
estimate for the development of a stormwater capture
and treatment project. Included existing utility analysis and production of engineering plans related to the
design of a stormwater diversion and infiltration system consisting of a diversion structure, pre-treatment,
force main piping system, underground storage and
infiltration structure, and overflow return line piping to the storm drain system. Tetra Tech was contracted to
evaluate the potential site location and develop this
stormwater runoff and capture project. The project
consists of an air-inflated rubber dam diversion system to re-direct all urban runoff and stormwater runoff from the Del Amo channel through a pre-treatment system
to remove trash, debris, and sediment. A pump station
and drainage pipeline will convey the water into a
large, buried multi-chambered storage/infiltration
facility. The stormwater collected in the underground
reservoir will be treated and used to irrigate the park’s landscaped areas. The system will monitor the weather
conditions and the facility through a secured cloudbased system. The underground storage system is

2.8 million gallons (8.7 ac-ft). The project not only
helped the City comply with the metals Total Maximum
Daily Loads (TMDLs), as presented in the Los Cerritos
Channel Watershed Management Program, but
also provides additional benefits, such as revitalized
park infrastructure and augmentation of local water
supplies.

MARTIN (continued)

TOWN OF ATHERTON TETRA TECH
Ike Pace has 26 years of experience providing technical support to federal, state, municipal, and private clients in the areas of water resources management, planning and designing of levees and dams, river restoration, fish passage, flood control, flood mitigation analysis, and cost engineering, He has provided structural engineering support for numerous flood control elements including retaining walls, floodwalls, rectangular channels, trapezoidal channels, and side drain inlets. He has also been highly involved with the structural Design Criteria Review for the Periodic Inspection of Federal levees, which allows him to stay current with the latest USACE EMs, ERs, and ETLs. Mr. Pace is currently managing a dam spillway enlargement in Porterville California for the USACE
Experience
Santa Clara River Levee (SCR-1) Final Design, Ventura County Watershed Protection District, Ventura County, CA. Project Manager/ PIC. Responsible for developing hydrology, river hydraulics, interior drainage, and geotechnical engineering analyses and preparing construction documents including plans, specifications, and estimates.

The work was prepared in compliance with FEMA Levee Certification guidelines and to obtain USACE Section 408 permit approval. The levee improvements included reconstructing the levee from Hwy 101 to Central Avenue Drain with soil cement erosion and scour protection, improving interior drainage facilities, and educational betterments adjacent to Rio School.

Berryessa Creek General Reevaluation Report, USACE Sacramento District, Santa Clara County, CA. Project Manager. Design and cost reviewer on this project under contract with the Sacramento District, Corps of Engineers. The study considers the feasibility of modifying the authorized project for flood damage reduction and sediment control.

The effort is currently assessing with-project alternatives leading to a recommended plan. Tetra Tech’s role includes plan formulation, economic analysis, environmental and HTRW analysis, design and cost estimating, and hydrologic/hydraulic analysis.

Ventura River Levee (VR-1) Final Design, MBI / Ventura County Watershed Protection District, Ventura County, CA. Project Manager/ PIC. Responsible for developing hydrology, river hydraulics, interior drainage, and geotechnical engineering analyses. The work was prepared to support the final design to obtain a USACE Section 408 permit and in compliance with FEMA Levee Certification guidelines. The levee improvements included deepening the scour protection, rehabilitating bank protection, establishing an SPRR closure, and improving interior drainage facilities.

Meiners Oaks Levee and Live Oak Acres Levee Feasibility Study, Ventura County Watershed Protection District, Meiners Oaks, and Oak View, CA. QA/QC. Responsible for developing preliminary

QA/QC MANAGER
Ike Pace, PE, CCP

EDUCATION
BS, Civil Engineering, Utah
State University, 1996

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer,
California No. 59152

YEARS OF EXPERIENCE
26

TOWN OF ATHERTON TETRA TECH
design engineering analyses in pursuit of feasible
alternative solutions required to address the identified deficiencies for Live Oak Acres Levee and the new
Meiners Oaks Levee. The effort includes scour,
interior drainage, geotechnical, and alternative
analyses. These technical studies will support levee
improvement to achieve FEMA Levee Certification for
the two levee systems.

Stevens Creek Condition Assessment and Asset
Management Plan, Valley Water, Santa Clara
County, CA. QA/QC Specialist. Performed quality
assurance and control for the comprehensive update
to the Asset Management Plan of Stevens Creek, a
key 23-mile waterway extending from the Santa Cruz
Mountains to San Francisco Bay. Responsible for
ensuring the integrity and accuracy of geomorphic
and hydraulic assessments used to address systemic
deficiencies. Verified the detailed study outcomes
identifying erosion patterns and areas needing urgent
stabilization, and reviewed the development of
practical design solutions such as rock riffle structures and floodwalls. Ensured all proposed solutions and
strategic discussions met high-quality standards
and were feasible, supporting the delivery of wellsubstantiated conceptual improvements, cost estimates, and management strategies for enhanced
flood protection.

East Garden Grove - Wintersburg Levee DesignBuild, Orange County Public Works, Huntington Beach, CA. Project Manager/PIC. Responsible
for Design-Build efforts to develop hydraulic,
geotechnical, groundwater, and structural engineering
analyses and prepare construction documents
including plans, specifications, and estimates. The
project improvements include the installation of 2
sets of hydraulically pressed (Gilken method) sheet
pile walls set about 16 feet apart to a depth of about
46 feet below levee roadway design grade on both
the right and the left banks of the channel and partial removal of the existing earthen levee. This will allow
for the widening of the existing channel to convey
the anticipated flows for the 100-year design storm
event. The soil in between the sheet pile walls will
be improved throughout the entire depth of 46 feet
by constructing Deep Soil Cement Mixing (DSCM)
columns that will mitigate the liquefaction potential
under the design seismic events.

Success Dam Spillway Modifications, USACE
Sacramento District, Tulare County, CA. Cost
Estimator/Project Manager. Responsible for
developing blasting, geotechnical, and structural
engineering analyses and preparing construction
documents that included plans, specifications,
and MCACES cost estimates. The purpose of the
project is to increase the Success Lake pool elevation
and volume for flood control and irrigation. The
improvements included blasting a wider spillway,
constructing a new 10-ft high concrete ogee weir
across the spillway, and realignment of Avenue
146 road which will be blasted within the right
abutment slope to provide continued vehicle access.

Additionally, there are several pump houses and
recreational facilities that will be relocated or floodproofed.

Ventura River Levee (VR-2) Feasibility Study,
Ventura County Watershed Protection District,
Casitas Springs, CA. Project Manager. Responsible for
developing preliminary design engineering analyses
in pursuit of feasible alternative solutions required to address the identified deficiencies. The effort includes topographic mapping, hydraulics, sediment transport,
scour, interior drainage, geotechnical, and alternative analyses. These technical studies will support levee
improvement to achieve FEMA Levee Certification for
the VR-2 Levee System.

PACE (continued)

TOWN OF ATHERTON TETRA TECH
Orlando Lopes is a Professional Engineer licensed in California, specializing in the management and improvement of flood control systems and levee infrastructure. With expertise in GIS mapping, hydrology, hydraulics, and project management, Orlando has led numerous high-profile engineering projects throughout Southern California and Arizona. His work includes conducting comprehensive condition assessments, developing and designing flood protection solutions, and steering multi-stakeholder collaborations to ensure community safety and compliance with regulatory standards.

Experience
Stevens Creek Condition Assessment and Asset Management Plan, Valley Water, Santa Clara County, CA. Project Manager. Managed the comprehensive update to the Asset Management Plan of Stevens Creek, a 23-mile waterway flowing from the Santa Cruz Mountains to San Francisco Bay. He led the strategic revision of the Asset Management Plan to address systemic deficiencies by incorporating geomorphic and hydraulic assessments. Orlando oversaw the geomorphic study to identify erosion patterns and areas requiring urgent stabilization and enhancement, developing tailored and practical concept designs such as rock riffle structures and strategically identified locations for proposed levees or floodwalls to enhance flood protection. He coordinated with various Valley Water groups to ensure solutions were fair and feasible, leading inclusive discussions on the creek’s improvement and maintenance.

Orlando’s effort on this project provided the client with realistic conceptual improvements (based on geomorphic insights), cost estimates, and a menu of management strategies to consider for implementation of the improvements.

Soboba Flood Damage Assessment and MDP, and 2017 FEMA Design, Soboba Band of Luiseno Indians, San Jacinto, CA. Project Engineer.

Developed a comprehensive master drainage plan to mitigate flooding across the reservation, including the adjacent casino property. Orlando conducted detailed hydrologic analyses using Advanced Engineering Software (AES) Rational Tabling and Synthetic Unit Hydrograph Versions (AES 2014), and hydraulic evaluations through FlowMaster and Federal Highway Administration methodologies. This work led to the identification and prioritization of essential facilities aimed at resolving flooding issues, enhancing the reservation’s infrastructure resilience. This project facilitated the successful application for FEMA grant programs, including HMGP, 404, and 406. In a subsequent phase, Orlando prepare the final design for two drainage improvement structures to supplement the previously prepared master drainage plan. He performed the hydraulic analysis using HEC-RAS and FlowMaster, and subsequently assisted in preparing the design plans using AutoCAD Civil 3D and cost estimates. The project

HYDROLOGY/HYDRAULICS LEAD
Orlando Lopes, PE

EDUCATION
BS, Civil Engineering,
University of California, Irvine,
2014
MS, Civil and Environmental
Engineering, California State
University, Fullerton, 2018

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer,
California No. 90238

YEARS OF EXPERIENCE
10

TOWN OF ATHERTON TETRA TECH
provided the client with a sustainable flood protection project on the Soboba Indian Reservation.

Meiners Oaks and Live Oak Acres Feasibility Study,
Ventura County Watershed Protection District,
Ventura County, CA. Project Manager. Managed
and performed the technical analyses and alternatives
analyses to support the selection of a levee design
alternative along the Ventura River. Coordinated with
the client who had other stakeholders involved. This
included: local community members, Surfrider, Coastal
Commission, Matilija Dam Coalition, and Casitas
Municipal Water District. Our report provided a step in the direction to continue with the project. The selected alternative and cost estimates were used to secure
funding for the next phase of design.

Santa Clara River Levee Final Design, Ventura
County, Santa Clara River, CA. Project Engineer.

Provided engineering services to support the County’s
desire to partner with the USACE to accomplish
remediation required to bring the SCR-1 system into
compliance with FEMA Levee Certification guidelines.

Prepared 408 Permit Applications for USACE approval,
cost estimates, and betterment alternative plan sets.

Orlando will help to execute the final design technical studies, and subsequently, the final design plans,
specifications, and cost estimates. These technical
studies supported levee improvement to achieve
FEMA Levee Certification for the SCR-1 Levee System.
2020 – 2022 Periodic Inspections for USACE
Levee Systems, USACE Los Angeles District, CA.

Project Manager. Under five separate task orders,
Orlando oversaw the Periodic Inspection of 24 levee
systems across Southern California and Arizona,
covering over 85 linear miles. He led inspections
to meet USACE standards, coordinating field
operations and pre- and post-inspection activities.

Orlando collaborated closely with local sponsors,
primarily county agencies, to inspect the systems
and presented findings to the USACE Engineering
Division, including the Levee Safety Program Manager
and Chief Levee Safety Officer. Orlando and his team
delivered comprehensive reports with photos, maps,
checklists, and figures to clearly convey the condition of the levees, enabling the USACE and local sponsors
to easily understand the state of the systems under
assessment. He ensured thorough reviews, maintained
the project’s timeline and budget, and guaranteed
accurate field determinations and adherence to
inspection standards.

La Salina Hydraulic and Hydrology Support and
CLOMR, City of Oceanside, CA. Project Manager.

Responsible for performing and overseeing the
technical studies to complete the CLOMR under
FEMA requirements. The proposed project involved
removing infrastructure and repurposing land within
the floodway. To comply with FEMA requirements,
an H&H analysis was performed to understand the
impacts that the proposed project would have on
the existing regulatory floodway. This effort involved
requesting information from FEMA, generating several
HEC-RAS hydraulic models, developing floodplain
delineations, and documenting results. This effort
provided the client with the appropriate analysis
and documentation required to permit the project
under FEMA’s National Flood Insurance Program
Requirements.

Hydrologic and Hydraulic Evaluation for Ballona
Creek and Sepulveda Channel, City of Los Angeles,
CA. Project Manager. Responsible for the H&H
evaluation of a low-flow stormwater capture diversion
along both Ballona Creek and Sepulveda Channel.

The H&H Evaluation was completed in compliance
with Section 408 Permission requirements. Orlando
researched and identified appropriate flow rates
for these systems, prepared HEC-RAS models, and
documented results in report format. In addition, he
provided a quality assurance review of the overall 408
Permit Application. His efforts provided the client with a hydraulic analysis to understand the impacts of their design and assisted the client with their overall permit package to continue to progress the project.

LOPES (continued)

TOWN OF ATHERTON TETRA TECH
Steven Parker has experience in environmental planning and hydrologic and hydraulic engineering as a GIS specialist and Hydrology/Hydraulics Analyst.

He is an experienced geographer and GIS professional, acting as a project manager and analyst in environmental planning and hydrologic and hydraulic engineering. He has a strong background in remote sensing/image analysis, GIS, fluvial geomorphology, hydraulics, and hydrology. His experience includes field survey data collection and application and model expertise including the latest versions of HEC-RAS, as well as GeoRAS, FLO-2D, HECHMS, and GeoHMS. He acts as a mentor in GIS and ArcGIS for other staff and works well with design teams working in AutoCAD or Microstation, or with graphics teams working in Illustrator or Photoshop.

Experience
Washoe Tribe Hydrologic and Hydraulic Consultation, Gardnerville, NV. Project Manger. Managed review of hydrologic and hydraulic conditions for the Washoe Tribe of Nevada & California, focusing on select property sites along the East Fork of the Carson River and an adjoining tributary. The project aimed to prepare for the renovation of cultural resources and potential development activities by evaluating flood risk hazards, identifying data gaps in previous FEMA analyses, and assessing drainage issues. Conducted comprehensive site evaluations, reviewed FEMA and local data, and proposed design solutions to mitigate flood risks, including flood inundation mapping updates and structural adjustments like widening channels and bridge expansion. Prepared a detailed memo documenting findings and recommended actions to address critical drainage and flooding challenges.

Orange County Hydrology Manual Update, Orange County Public Works, Orange County, CA. Project Manager and GIS Lead. Acts as the project manager for this effort to update the Orange County Hydrology Manual with data from the last few decades and to bring the document to modern publishing standards. The effort includes providing interactive tools, return frequency estimation, and confidence levels, hydrologic modeling for major county watersheds, evaluation of the OCHM history and discussing confidence intervals, the calibration process, the role of radar, NOAA 14 at last updates, evaluation of expected values for mitigation purposes, evaluate subare hydrograph generation between nodes, and discussion of post-fire watershed hydrology, among other items. The text, charts, maps, and other text and formatting changes are all included in the effort to revamp the manual.

Soboba Flood Damage Assessment and MDP, Soboba Band of Luiseno Indians, CA. GIS Lead for a Master Plan of Drainage to address flooding issues throughout the reservation, including the adjacent casino property.

Tasks included Hydrologic analyses using Advanced Engineering Software (AES) Rational Tabling Version and Synthetic Unit Hydrograph Version (AES 2014), and hydraulic studies using FlowMaster and Federal Highway

HYDROLOGY/HYDRAULICS
Steven Parker

EDUCATION
MA, Geography, San Diego
State University, 2008
BA, Geography, Humboldt
State University, 1997

YEARS OF EXPERIENCE
17

TOWN OF ATHERTON TETRA TECH
Administration. Proposed facilities were identified
to address flooding issues and prioritized based on
benefit to the reservation. In addition, a floodplain
study was performed along Poppet Creek to define the
100-year floodplain. The MDP and subsequent project
descriptions were used to assist the tribe’s applications for FEMA grant programs (HMGP, 404, 406).

East Garden Grove - Wintersburg Flood Risk
Management System Analysis, Orange County
Public Works, Garden Grove, CA. Hydraulic Analyst.

To support Orange County Public Works as the local
sponsor for the USACE watershed study, Tetra Tech
was tasked with the review of the hydraulic models
for the C05/C06 and C02/C04 systems and the
development of alternative design alignments for the
C02/C04 system. Under a subsequent task order to
the USACE, Tetra Tech was tasked to evaluate and
optimize bridge crossing on the channels throughout
the East Garden Grove Flood Risk Management
System. Responsibilities included the development
of the hydraulic models to evaluate the alternatives.

In particular. 2D models were developed to allow the
client to understand the adjacent overland residual
flooding associated with each alternative. These results were presented as maps and videos showing the
progression of flooding and were used to inform upper
management and the public about the flood impacts.

Villa Park Dam Inundation Mapping Study and
Emergency Action Plan, Orange County Public
Works, Orange County, CA. Lead Hydraulic Modeler
and GIS Lead. The study included a dam break analysis
and associated floodplain mapping. Per DSOD
guidance, a sunny day breach scenario was utilized.

The HEC-RAS 2D breach functionality was used and
the parameters were determined and compared
against empirical equations developed from
documented case studies. The breach parameters
were used in the HEC-RAS 2D model to predict a
hypothetical sunny day piping failure of the dam. Due
to the high urbanization of the downstream area of
Villa Park Dam, the 2D module in HEC-RAS was also
used for the inundation mapping. The mapping effort
was driven after DWR regulatory changes after the
emergency at Oroville Dam in 2016 and Villa Park Dam
was prioritized as an extremely high-hazard dam that
could impact central Orange County. He conducted
the HEC-RAS 2D breach and hydraulic modeling,
conducted the mapping, and documented the results
which were accepted by DWR with no comment. He
followed this effort by preparing an Emergency Action
Plan for approval from CalOES that is in its final review.

Margaret Creek Watershed Sites 1 & 6, Ohio
Department of Natural Resources, OH. Lead
Hydraulic Modeler and GIS Lead. Acting as Hydraulics
and GIS lead for this effort to develop a final combined Supplemental Watershed environmental assessment
for the preferred rehabilitation approaches after a
reviewing of alternatives following NEPA, NEE, and
PR&G requirements for both sites to facilitate the
future design and implementation of a watershed
rehabilitation project. The role included 2D modeling
of both dams with several runs including with and
without dam conditions for 2, 5, 10, 25, 50, and 100-
year events in addition to breach events to evaluate
impacts downstream to develop alternatives that
included dam renovations or removal. The modeling
conformed to both NRCS and ODNR requirements
and needs for the alternative planning.

PARKER (continued)

TOWN OF ATHERTON TETRA TECH
Aric Torreyson has more than 20 years of diverse engineering experience in public works construction, environmental engineering, and infrastructure assessment.

Aric has extensive and relevant experience in stormwater design and development of BMPs and has successfully implemented sustainable design elements, including water harvesting, landscaping, and streetscaping. He has specific experience in projects throughout Southern California requiring public engagement for complete street reconstruction, emergency roadway/trail repairs, and shoreline protection tieback walls with pedestrian access. His significant involvement in LID and stormwater pollution prevention and reduction projects in Southern California has provided a deep understanding of permitting and regulatory issues in this region. He has experience with managing environmental permitting.

Experience
Lower Penitencia Creek Flood Control Project, Santa Clara Valley Water District, Milpitas, CA. Civil Engineer and Design Manager.

Managed preparation of construction documents for approximately 1 mile of flood control improvements, involving coordination with structural, geotechnical, and landscape technical staff. The project includes right-ofway acquisition, levee design, sheet pile design, hydraulic engineering, utility relocations, and environmental coordination. The purpose of the creek improvements is to add channel capacity with the use of levee improvements consisting of sheet pile floodwalls, closure structures, and earthen embankment fills. Additionally, the creation of freshwater wetlands and tidal habitats is included as part of this project. Responsible for the preparation of plans, specifications, and construction cost estimates.

Upper Berryessa Creek Flood Risk Management Project, Santa Clara Valley Water District, Milpitas, CA. Design Manager. Prepared construction documents for approximately 2 miles of flood control improvements to widen the earthen bottom channel and provide natural bank stabilization on the side slopes. Upper Berryessa Creek is a badly eroded earthen channel; the proposed project is to widen the channel and provide a cellular bank stabilization on the side slopes with an earthen bottom. Improvement plans involved coordination with structural, geotechnical, and landscape disciplines, and two UPRR railroad crossings.

Additionally, right-of-way acquisition, hydraulic design, and utility research and relocations were performed.

Soboba Road Emergency Repairs, Soboba Band of Luiseno Indians, Riverside County, CA. Project Manager. Led the Soboba Road S curve emergency repairs and widening due to storm damages incurred in the winter of 2016. He designed a storm drain culvert and roadway improvements to prevent the repeated washout of this vital roadway and primary entrance to the tribal reservation. Improvements consisted of approximately 1,400 linear feet of roadway repair, including widening, curb and gutter, storm drain, and safety improvements. Mr. Torreyson also assisted in securing grant funding through FEMA grant programs 404 and

CHANNEL DESIGN LEAD
Aric Torreyson, PE, ENV SP

EDUCATION
BS, Civil Engineering,
California State Polytechnic
University, Pomona, 2000

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer:

California No. 66068
Envision Sustainability
Professional

YEARS OF EXPERIENCE
20

TOWN OF ATHERTON TETRA TECH
406. He worked closely with the Soboba Public Works
Department and the Tribal Council to coordinate and
process the grant funding from FEMA. Plans for the
project were developed in AutoCAD.

Washoe Tribe Hydrologic and Hydraulic
Consultation, Gardnerville, NV. QA/QC Specialist.

Conducted comprehensive quality assurance and
control for the hydrologic and hydraulic assessment
project for the Washoe Tribe of Nevada & California.

This role involved overseeing the accuracy and
reliability of data used in evaluating flood risks at
property sites along the East Fork of the Carson River
and its tributaries. Ensured the integrity of FEMA and
local data assessments, verified site visit accuracy,
and scrutinized proposed flood risk mitigation
solutions, including updates to flood inundation
mapping and structural adjustments. Prepared and
reviewed detailed reports to ensure all findings and
recommended actions met stringent quality standards
and provided dependable solutions for critical
drainage and flooding issues.

Stevens Creek Condition Assessment and Asset
Management Plan, Valley Water, Santa Clara
County, CA. QA/QC Specialist. Performed quality
assurance and control for the comprehensive update
to the Asset Management Plan of Stevens Creek, a
key 23-mile waterway extending from the Santa Cruz
Mountains to San Francisco Bay. Responsible for
ensuring the integrity and accuracy of geomorphic
and hydraulic assessments used to address systemic
deficiencies. Verified the detailed study outcomes
identifying erosion patterns and areas needing urgent
stabilization, and reviewed the development of
practical design solutions such as rock riffle structures and floodwalls. Ensured all proposed solutions and
strategic discussions met high-quality standards
and were feasible, supporting the delivery of wellsubstantiated conceptual improvements, cost estimates, and management strategies for enhanced
flood protection.

East Garden Grove-Wintersburg Channel,
Orange County Flood Control District Huntington
Beach, CA. Design Manager. Oversaw hydraulic
design, geotechnical analysis, groundwater, and
structural engineering analyses for the preparation
of construction documents for the Construction
Management at Risk (CMAR)/Design-Build effort. The
work included the preparation of AutoCAD Civil3D
plans, specifications, Design documents, and quantity
estimates. The project improvements include the
installation of 2 sets of hydraulically pressed (Gilken method) sheet pile walls set about 16 feet apart to
a depth of about 46 feet below the levee roadway
design grade, soil mixing, and bridge modifications.

The design was performed to USACE EM and ER
standards for future cost reimbursement as part of the
Westminster Flood Control Project.

Taylor Yard Paseo Del Rio, Los Angeles BOE, City
of Los Angeles, CA. Project Manager. Mr. Torreyson
managed the hydrology & hydraulics (H&H) and
water quality models for Alternative 2 identified in
the Project Concept Report for Taylor Yard G2 Water
Quality Improvement Projects (TOS No. 48). The
analysis included treatment sizing, optimization, and
determination of pollutant constituents for diversion
and treatment of stormwater (wet weather and dry
weather) from two storm drain facilities that transect
the project (Union Pacific Railroad Company (UPRC)/
City drain and Eagle Rock Drain).

TORREYSON (continued)

TOWN OF ATHERTON TETRA TECH
Jung Suh is a civil engineer with 22 years of experience in the preparation of construction documents for various federal and local clients. The work includes the field of surface water hydrology and hydraulic analysis of natural rivers and streams, flood control channels and levees, stormwater design, and alluvial fan flood flows. Jung has design experience in open-channel flow, closed-channel conduit, debris/detention basins, and local storm drains and catch basins. His design experience also includes computer-aided design using AutoCAD and Civil 3D software, Bentley OpenRoads, ProjectWise, MicroStation, and InRoads systems, and design technical specifications.

Experience
Santa Clara River Levee (SCR-1) Improvement Project, Ventura County Watershed Protection District, Oxnard, CA. Project Engineer. Designed the levee re-alignment to protect against the 100-year storm for the Santa Clara River while also leaving space in the right-of-way to improve the levee for the 200-year storm in the future. Initially utilized Bentley MicroStation to prepare construction documents per the client’s requirements and US Army Corps of Engineers standards. Currently, converted all-digital design files into AutoDesk Civil 3D format to meet the client’s needs and to continue the design process. Coordination efforts involved Caltrans, the City of Oxnard, and California Resources Corporation for street and utility improvements. The levee improvement will ensure the client receives FEMA certification and removes adjacent residents from the 100-year flood zone. Prepared a basis of design reports and cost estimates for the project.

Ocean View Channel, USACE Los Angeles District, Orange County, CA. Project Engineer. Assisted in the preparation of construction-level design plans, Design Documentation Reports, quantity calculations, and cost estimates to repair and bring the Ocean View Channel (C06) to current design practices. The 2,200-foot-long earthen trapezoidal channel extends from the confluence with East Garden Grove – Wintersburg Channel (C05) to immediately downstream of Beach Boulevard in the City of Huntington Beach, CA. The design would provide channel stability by regrading and constructing concrete lining to the damaged channel sections while providing connection to existing storm drain outlets. The project included the use of MicroStation and InRoads to design the repair in 3-dimensional surfaces.

Madera County Levee Repair, Madera County Department of Public Works, Madera County, CA. Project Manager. Preparation of construction-level design plans, basis of design report, quantity calculations, and cost estimate to repair the levee seepage problems and damaged levee access roads along the Fresno River, Berenda Slough, and Ash Slough located in Madera County, CA. The project was funded by the FSRP grant agreement between the California State Department

CHANNEL DESIGN
Jung Suh, PE

EDUCATION
MS, Civil and Environmental
Engineering, University of
Michigan, 1999
BS, Civil Engineering,
University of Michigan, 1998

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer:

California, No. 62252

YEARS OF EXPERIENCE
22

TOWN OF ATHERTON TETRA TECH
of Water Resources and the County of Madera. The
project includes civil designs, geotechnical subsurface exploration and analysis, environmental assessment
and permitting, real estate acquisition, topographical
survey, construction, and engineering during
construction.

SARI: 2018 EDC, Orange County Public Works,
Orange County, CA. Project Manager. Prepared a
construction design, on behalf of OCPW, to protect
the existing SARI line and its manhole against future
scour by Santa Ana River. Project stakeholders include
the USACE Los Angeles District and Orange County
Public Works (OCPW). The design became part of
the USACE’s construction documents. Provided
engineering services during the construction phase for
the SARI line and protection design.

Compton Creek Interior Drainage Analysis, Los
Angeles County, Compton, CA. Project Manager.

The Compton Creek levee system was designated
as a non-accredited levee by FEMA and located
along Compton Creek immediately upstream of the
confluence with the Los Angeles River. Prepared
floodplain mapping based on the levee reach
procedure and interior drainage analysis by FEMA
Levee Analysis and Mapping Procedures (LAMP)
guidelines. A FLO-2D model, a 2-dimensional
hydraulic model, is used to model storm drains
and pump stations in the interior (landward side) of
the levee and floodplains associated with them. A
coincident flow analysis at the confluence is included
as the Compton Creek water surface profile is greatly
influenced by the hydraulic conditions of the Los
Angeles River. Provided coordination with FEMA to
determine which drainage structures or systems to be
analyzed in the interior drainage analysis.

Aliso Creek Mainstem Ecosystem Restoration,
USACE Los Angeles District, Orange County, CA.

Project Engineer. Prepared feasibility-level design
plans, basis of design report, quantity calculations,
and cost estimate to improve Aliso Creek between the
treatment plant owned by the South Orange County
Wastewater Authority and Pacific Park Drive. The
design includes four design alternatives including a
no-action plan. Each alternative consists of baseline
condition design (channel grading and riffle structures) and multiple design options (addition measures) that
can be incorporated into the alternative formulation.

The design would provide channel stability and
aquatic connectivity for selected species within the
project limits. Tetra Tech has been selected to continue the next phase of the project which involves further
development of the USACE’s preferred alternative.

Rio De Flag Flood Protection Design, USACE Los
Angeles District, Rio De Flag, AZ. Project Engineer.

The Rio de Flag and Clay Avenue Wash channels cross
the heavily urbanized areas of Flagstaff, Arizona, with a combined drainage basin area of approximately
15 square miles. The improvements for these
undersized earthen channels include a combination
of underground RCB, rectangular channel, and Open
downstream channel. Prepared construction-level
design plans, specifications, and cost estimates, and
updated a Design Documentation Report and its
appendices (hydrology and hydraulics).

Levee Certification for SLFPA-East 40 Arpent and
Maxent Levee, Saint Bernard and Orleans Parish,
LA. Civil Engineer. Performed civil design to improve
levee deficiencies using Civil3D software to meet the
levee certification requirements. The project included
the required analysis for a system that serves as a
secondary line of defense (back levee to the Hurricane
System), application of risk and uncertainty (USACE
standards) to a non-riverine situation (i.e. the Central Wetlands controlled by IHNC), and discrepancy in
geotechnical requirements (USACE Headquarters,
USACE New Orleans District).

FEMA Letter of Map Revision Study for Eagle
Canyon Dam, Riverside County, Palm Springs, CA.

Project Engineer. Performed a dam breach analysis for
the Eagle Canyon Dam in Palm Springs, CA, as part
of FEMA Letter of Map Revision package preparation,
for Riverside County Flood Control and Water
Conservation District. Dam breach parameters were
determined for sunny-day piping and event-based
overtopping breach failure scenarios by developing
the National Weather Service BREACH model and
comparing them to the empirical equations developed
from documented case studies. Then, an FLDWAV
model was developed using the selected ranges of
breach parameters to develop a breach hydrograph to
be used in FEMA floodplain delineation.

SUH (continued)

TOWN OF ATHERTON TETRA TECH
Eric Olea has 4 years of experience as a water resources engineer. He began his career at the City of Santa Ana Water Resources Department, working on several city improvement projects. He has been involved in several water projects and has led inspections of several County and Corps flood control facilities. He is experienced in various civil drawing software and compiling cost reports
Experience
C05 FEMA LAMP Documentation, OCPW, Orange, CA. Project
Manager. OCPW has requested a FEMA Levee Analysis and Mapping Procedures (LAMP) for non-accredited levees documentation package for the C05 improvements from Warner Ave. to D/S of Goldenwest Street. Responsible for all official communications with the County and subconsultants, including ensuring that monthly progress reports and invoices are submitted in an accurate and timely manner. Assisted with preparing the LAMP report.

FY23 CMP CCTV Support, City of San Diego, CA. Project Manager. The Storm Water Division has initiated repair and replacement of CMP pipes through three methods: in house replacement, pipe lining, and traditional CIP replacement done by a contractor, but requires support determining how and when the remaining CMP inventory should be repaired or replaced. The purpose of this task order is to perform CCTV to determine how the remaining CMP inventory should be repaired or replaced and prioritized. Responsible for all official communications with the City and subconsultants, including ensuring that monthly progress reports and invoices are submitted in an accurate and timely manner while the Task Order is active. Additional tasks included easement determination for City pipes to determine whether they are located within City ROW.

Live Oak Acre Levee Final Design, Ventura County, Live Oak, CA.

Project Engineer. This levee design work is part of the Matilija Dam Ecosystem Restoration project and will mitigate potential flooding impacts due to the removal of the Matilija Dam, and shall satisfy the requirements of Title 44 of the Code of Federal Regulations, Section 65.1 O (44CFR65.10) so that levee certifications can be submitted to FEMA. Assisted in drafting the design using AutoCAD Civil 3D and producing exhibits.

Santa Fe Drive Complete Street, City of Encinitas, CA. Project Engineer.

The project entails connecting an existing partial bikeway along Santa Fe Drive and upgrading to a Class 1 bike path. In addition, the project aims to replace aging utilities, including undergrounding power and communication lines, and add new storm drain improvements. The

CHANNEL DESIGN
Eric Olea, EIT

EDUCATION
MS, Civil Engineering,
California State University
Fullerton, exp. 2024
BS, Civil Engineering,
California State University
Fullerton, 2020

REGISTRATIONS/

CERTIFICATIONS
Engineer-in-Training:

California, No. 168435

YEARS OF EXPERIENCE
4

TOWN OF ATHERTON TETRA TECH
project will incorporate streetscape enhancements
including pavement enhancements at crosswalks
and intersections, full ADA compliance, and
landscape improvements (incorporating Low Impact
Development techniques). Responsible for drafting
the street reconstruction of 1.2 miles of Santa Fe
Drive using AutoCAD Civil 3D. Eric is providing the
construction quantities, and a detailed cost estimate
using RSMeans and other dependable sources..
2022 Levee Periodic Inspections, USACE Los
Angeles District, Various Locations, CA. Project
Engineer. Performed field inspections using the Levee
Inspection System tablet software and prepared a
handful of Periodic Inspection Reports for each of
the levee systems. Used available levee information
(inspections, design manuals, as-built drawings, and
available references) to compile information that could assess the as-built condition of the levee to the current condition of the levee. This effort included mapping
and reporting of the deficiencies following USACE SPL
standards, which allowed the client to evaluate the
condition of their levees.

Adventure Park Stormwater Diversion and
Treatment, Los Angeles County Public Works,
Whittier, CA. Project Engineer. The project aims to
reduce long-term annual pollutant loading to the
Upper San Gabriel River waterways by implementing
watershed control measures and structural BMPs while
incorporating additional project benefits such as LID
measures and sustainable landscaping in the park. The
project includes a channel diversion system, pump
system, pretreatment unit, underground storage,
and filtration unit. Assisted in drafting the treatment system design using AutoCAD Civil 3D. Provided the
construction quantities, and a detailed cost estimate
following LA County’s standards.

Flood Control Works Inspections, USACE Los
Angeles District, Various Locations, CA. Project
Engineer. Conducted field inspections of various
County channels, levees, and basins and prepared
several Continuing Eligibility Reports (CEI) for the
various flood control works (FCW). This project
encompassed performing field inspections and
compiling CEI reports for over 100 FCW to document
the existing/current conditions of each FCW and
determine if the FCW still meets USACE SPL criteria.

The USACE SPL will use the CEI reports to determine
the condition of the FCWs and provide appropriate
assessments for the County’s flood control structures.

Rio De Flag Flood Control Project, USACE Los
Angeles District, Flagstaff, AZ. Project Engineer.

The Rio de Flag and Clay Avenue Wash channels cross
the heavily urbanized areas of Flagstaff, Arizona, with a combined drainage basin area of approximately
15 square miles. The improvement for these
undersized earthen channels includes a combination
of underground RCBs, a rectangular channel, and an
Anchored Reinforced Vegetative System channel.

Provided design support using Microstation as well as
providing quantity calculations.

OLEA (continued)

TOWN OF ATHERTON TETRA TECH
Kyle Cross brings more than 13 years of experience in the design of municipal infrastructure. His design experience includes water distribution systems, wastewater collection systems, site grading, and stormwater analysis. He has the knowledge to utilize the latest in AutoCAD Civil 3D software to generate clear and accurate construction plans. Kyle’s experience in survey and construction observation has provided him a strong understanding of the transition from design to construction.

Experience
Intel Bowers Campus – Recycled Water Line, Intel, Santa Clara, CA.

Civil Engineer for the new 2” and 6” recycled water lines to support Intel’s commitment to water conservation and offset potable water demand at the Intel Bowers Campus. Coordinated the field investigation which included existing utility locating utilizing GPR to identify potential utility conflicts along the proposed recycled water line alignment. Designed the horizontal and vertical alignment of the 2” irrigation and 6” cooling/dualuse lines per South Bay Water Recycling (SBWR) and the City of Santa Clara Rules & Regulations. Collaborated with the multidisciplinary project team to standardize and optimize recycled water project delivery and permitting for implementation at other Intel Campuses. Supported the Client with the on-site and off-site permitting process through SBWR and the City to ensure project milestones were achieved.

Western Our Way Walk and Wheel Improvements Project (ATP 6), City of Los Angeles, Bureau of Engineering, Los Angeles, CA. Project Engineer. The project includes 4.5 miles of pedestrian and transit rider improvements in the heart of South Los Angeles. Extensive pedestrian improvements including traffic calming along Western Avenue will provide safer and more direct access for disadvantaged community members to transit lines and local destinations in contrast to the current conditions of the high-speed vehicular oriented corridor. Addition of street trees, pedestrian lighting, widened sidewalks, and bus bulbs will improve pedestrian safety and user comfort. Adjacent local streets will be improved to create neighborhood bike network streets along Gramercy Avenue and Denker Avenue which will create an exclusive path for bikes connecting to the greater South Los Angeles bike network and Rail to Rail Active Transportation Corridor. Mr. Cross provided civil engineering design for the mini roundabout, diagonal diverters, curb extensions, bus bulbs, and medians to support the roadway improvements for the project. Mr. Cross facilitated the data collection, environmental permitting, and stakeholder engagement phases of the project.

CIVIL ENGINEERING
Kyle Cross, PE

EDUCATION
BS, Civil Engineering,
University of Minnesota, 2011

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer:

Colorado, No. 51745
Oklahoma, No. 33135

YEARS OF EXPERIENCE
13

TOWN OF ATHERTON TETRA TECH
Upper Wood Road Multimodal Improvements,
Town of Snowmass Village, CO. Project Manager/
Engineer. Kyle was responsible for the improvements
to a 0.5-mile section of Wood Road above Snowmass
Base Village. The project included stormwater
improvements, two bus stops, pedestrian crosswalks,
sidewalks, a metal staircase, and guardrail. The design for the project included a site survey, detailed grading plans, roadway plan and profiles, drainage design,
as well as shallow utility coordination. It also included ADA accessibility design on a roadway with sustained
grades of eight percent. Kyle provided construction
support services during construction and attended
weekly meetings with the Contractor, Client, and Town
staff.

French Street Roundabout, Town of Breckenridge,
CO. Project Manager. Tetra Tech was selected
for the design of a modern roundabout at the
intersection of French Street and State Highway 9
in the Town of Breckenridge. The project includes
pavement and roadway design, multi-modal traffic
flow simulations, traffic control, CDOT permitting,
drainage improvements, lighting, drainage, rightof-way acquisition, and utility relocations. Mr. Cross developed detailed design plans for the roundabout
to support the traffic increases at the intersection
from the development. Mr. Cross facilitated the ROW
acquisition and environmental clearance process with
CDOT.

Manilla Road Improvements, ARB Midstream, LLC,
Bennett, CO. Project Manager for the development
of the 144-acre parcel. Coordinated and managed
the topographic survey, environmental assessment,
wetland survey, geotechnical investigation and
conceptual site layout to support the development of
the site. Prepared narratives and drawings to complete
the land use planning and permit processing for the
facility. Analyzed fire flow area of buildings based on construction type and confirmed available capacity
of the existing municipal water system. Developed
County right of way plans and permit documents for
site access. Attended county planning commission
hearings and fielded engineering related questions
from the committee members and public. Erosion
control plans, a preliminary and final drainage study,
traffic impact study and final site grading plans were
developed for the site. Low impact design principles
were utilized during the site design process to
meet county land development and stormwater
requirements. Prepared highway widening plans
triggered by the traffic impact study to support the
development of the site within a truncated schedule.

Engaged with relevant stakeholders throughout the
project life cycle.

Central Business District Sanitary Sewer Evaluation
Survey & Improvements, Tulsa Metropolitan Utility
Authority, Tulsa, OK. Project Manager. The Central
Business District is the focus of a large initiative to draw tourism and to capitalize on the area’s historic culture.

To support the redevelopment initiative, Tetra Tech
was engaged to rehabilitate or replace aging sewer
lines before they fail. Tetra Tech provided SSES field
work and assisted TMUA CCTV efforts with mapping
and prioritization of lines in the project area. The line segments were evaluated using CCTV data and rated
for likelihood of failure based on PACP ratings. Tetra
Tech developed rehabilitation recommendations and
construction documents for the sanitary sewer lines.

Mr. Cross led an agile design effort that was flexible
and adapted to changes in development priorities by
city leaders and commercial developers during the
project.

Retreat Land at Lone Rock, Lone Rock Foundation,
Bailey, CO. Project Engineer. Mr. Cross is the
design engineer for the project, which consists of a
Conference and Retreat Facility to be constructed
on property historically referred to as Lone Rock
Ranch. The Conference and Retreat Facility will
be run as a nonprofit institute serving the public
education community’s development of educators
and leadership. Project elements included water
distribution, a gravity wastewater collection system,
a force main sewer system, driveways, and site
grading. A Drainage, Erosion and Sedimentation
(DES) plan was prepared for the project as required
by Park County. When it was determined that an onsite wastewater treatment plant package would not be allowed by the Colorado Department of Public
Health and Environment (CDPHE), Tetra Tech assisted
with design associated with the force main which
pumped wastewater to an existing treatment plant
approximately a mile away. Mr. Cross coordinated with
CDOT and the sanitation district to complete necessary
permitting.

CROSS (continued)

TOWN OF ATHERTON TETRA TECH
David Montalvo has experience in civil engineering design for municipal and private sector project including preparation of site plans, street improvements, and utility plans. David is also experienced in performing and developing maps and plans for topographic surveys and staking for various projects
Experience
Red Morton Park Stormwater Retrofit, City of Redwood City, CA.

Design Engineer. Mr. Montalvo performed engineering calculations to provide cost estimating for the various structures and appliances associated with the proposed site improvements for a multi-beneficial regional stormwater capture project at Red Morton Community Park in Redwood City. Tetra Tech conducted a topographic survey, comprised of ground survey and aerial photogrammetry, and performed detailed investigations of the site in order to allow the design team to understand above ground and potential subsurface constraints that may limit the project footprint. Tetra Tech is responsible for providing the PS&E for the construction of the 9-15 acre feet stormwater capture and treatment facility, as well as the site development necessary to rebuild affected work zone of Red Morton Park. Components to the stormwater treatment system include a pre-treatment, detention, and media filtration before returning the diverted water back to the San Francisco Bay via the reinforced concrete box channel that runs through Red Morton Park. Surface restoration options will include artificial turf, pervious pavers, and vegetative recirculation swales, and secondary treatment for irrigation.

Intel Site Accessibility Improvement Project, Intel, Cupertino, CA.

Design Engineer. Mr. Montalvo assisted in verifying and developing site improvements as deemed necessary by a preliminary site accessibility report provided by the client. Using AutoCAD Civil 3D, Mr. Montalvo analyzed existing topographic data to put forth improvements and recommendations to improve site accessibility. The project involved improvements of a Make-Up Air Handler Unit (MUA) at a computer chip masking facility in Santa Clara. Scope included collection of topographic survey data as well as preparing grading drainage and improvement plans for the MUA. Project included approximately 5,000 square feet of new infrastructure. Project was reviewed and approved by the City of Santa Clara.

CIVIL ENGINEERING
David Montalvo, EIT

EDUCATION
BS, Civil Engineering, San
Jose State University, San Jose,
CA, 2019

REGISTRATIONS/

CERTIFICATIONS
Engineer-in-Training:

California, No. 1988125

YEARS OF EXPERIENCE
6

TOWN OF ATHERTON TETRA TECH
First Street Slope Stabilization Project, City of Santa Ana, CA. Design Engineer. Mr. Montalvo provided
research to showcase various design alternatives
regarding the visual appeal of the proposed structure.

The undercrossing on East First Street, in the City of
Santa Ana, has slopes that are un-stabilized. Significant foot-traffic has caused the slopes to slowly deteriorate and become a NPDES issue. When it rains, sediment
erodes from the slopes, flows into adjacent storm
drains, and eventually into the City’s stormwater
lift station on the north side of First Street. This has increased maintenance requirements and the City
recently undertook a capital project to upgrade
the lift station. The project scope includes installing hardscape along the slopes to mitigate NPDES
issues and a stormwater BMP to help the City achieve
compliance with the requirements of the MS4 permit.

San Francisco ADA Ramps, Pacific Gas & Electric
(PG&E), San Francisco, CA. Design Engineer, Field
Assistant. Mr. Montalvo is responsible for topographic
surveying. Mr. Montalvo also aided in the drafting of
construction plans and design of ADA ramps and street
improvements through the use of AutoCAD Civil 3D.

Pacific Gas and Electric Company (PG&E) contracted
Tetra Tech through an existing Master Services
Agreement to perform Survey and Civil Design
Services on curb access ramps in San Francisco. This
work order was to support the ongoing work that
PG&E is undertaking in the City of San Francisco
where they intend to repair and replace all the existing medium pressure natural gas infrastructure. The City
of San Francisco has a master plan of all American with Disabilities Act (ADA) intersection ramp improvements
and has required that PG&E upgrade the intersections
that are affected by the natural gas line construction
work to insure they are ADA compliant. In support
of this effort, Tetra Tech has performed right-of-way
research, monument research, topographic survey,
and construction survey for a total of 284 ramps
on 204 different corners at 70 intersections in San
Francisco. In addition, Tetra Tech also prepared civil
site design improvement drawings for the purpose
of obtaining ADA ramp construction encroachment
permits with the City of San Francisco.

Survey Monumentation Preservation, Pacific
Gas & Electric (PG&E), San Francisco, CA. Field
Assistant. Pacific Gas and Electric Company (PG&E)
selected Tetra Tech to provide Survey Monument
Preservation Services for ongoing city-wide design
and construction projects in San Francisco, California.

The contract was issued as a blanket purchase order to
streamline requests for between 1 and 15 monuments
at a time. The projects involve perpetuating locations
for City and County of San Francisco (CCSF)
Monuments that fall within 20 feet of construction
zones. Tetra Tech supports PG&E in meeting stringent
CCSF protocols for accuracy and timely submission
of corner record documentation. Tetra Tech conducts
monument surveys and tracks survey dates, document
submission, construction schedules for post
construction verification of monument condition and
post-construction corner record submittals for CCSF.

Corridor Mapping Projects, Pacific Gas & Electric
(PG&E), CA. Design Engineer, Field Assistant. Mr.

Montalvo was responsible for performing topographic
surveys. Mr. Montalvo aided in drafting the maps
necessary utilizing AutoCAD Civil 3D. Need project(s)
description. Ex projects include Junipero Serra,
Keswick, Lucas Valley Road projects etc.)
Tree Disposal & Removal, CalRecycle, Oroville, CA.

Survey Assistant. Mr. Montalvo performed field surveys
in order to find and stake property and right-of-way
lines. This information was presented for use by project arborists to determine where a tree was located, and
whether the tree was to be removed or kept in place.

MONTALVO (continued)

TOWN OF ATHERTON TETRA TECH
Dan Helt is experienced in both civil engineering and land surveying aspects of construction and land development projects. He has designed and prepared both small and large federal, municipal, commercial, and residential grading and drainage plans, as well as utility plans and project associated public improvement plans. Mr. Helt has prepared a variety of hydrology and hydraulic documents for review of analysis and compliance with codes and standards. He has prepared and reviewed specifications, calculations and other basis of design documents.

Experience
Red Morton Park Stormwater Retrofit, City of Redwood City, CA.

Survey Project Manager. Mr. Helt oversaw survey services in support of this stormwater retrofit project at Red Morton Community Park in Redwood City. Tetra Tech conducted a topographic survey, comprised of ground survey and aerial photogrammetry, and performed detailed investigations of the site in order to allow the design team to understand above and below ground features. Existing site information and as-built engineering documents were compiled to create a detailed base map, that accurately depicts the above ground features, as well as the subsurface constraints and tie in points to the culvert running below Red Morton Park. The base map is controlled Horizontally and Vertically by Continuously Operating Reference Stations and GPS observations. Tetra Tech is also responsible for providing the plans, specifications, and estimate (PS&Es) for the construction of the 9-15 acre feet stormwater capture and treatment facility.

Aliso Creek – Limekiln Creek Restoration Project, City of Los Angeles Bureau of Engineering, Los Angeles, CA. Survey Manager. Mr. Helt oversaw survey services for this project, located at the confluence of the concrete lined Aliso and Limekiln Creek flood channels. The project improvements involve constructing several stormwater Best Management Practices (BMPs) intended to treat on-site and off-site runoff and reduce contamination in Aliso Creek, Limekiln Creek, and the Los Angeles River.

The proposed BMPs include low flow channel diversions, stormwater pump stations, stormwater pre-screening devices, bioswales, vegetated detention/retention basin, the restoration of upland, riparian habitat, and BMP educational signage. The goal of the project is to significantly reduce the pollutant loads, as well as transform a specifically built flood control facility into a multi-function green infrastructure facility. The project will also be designed to achieve a Platinum Envision Rating. This important water quality project is part of the City’s overall efforts through the Proposition O Bond Program to improve water quality and reduce pollutant loads that are currently being conveyed to the rivers, lakes, and oceans within the greater Los Angeles area.

SURVEY LEAD
Dan Helt, PE, PLS

EDUCATION
BS, Civil Engineering, Cal
Poly, San Luis Obispo, 2003

REGISTRATIONS/

CERTIFICATIONS
Professional Engineer:

California, No. C69347
Professional Land Surveyor:

California, No. 8925

YEARS OF EXPERIENCE
21

TOWN OF ATHERTON TETRA TECH
Caruthers Park Stormwater and Urban Runoff
Capture Project, City of Bellflower, CA. Survey
Manager. Mr. Helt oversaw survey services for this
Caltrans funded stormwater capture project. The
survey scope for this project included aerial and
ground based topographical survey. Analytical
aerotriangulation and stereo compilation was used to
create both planimetric and terrain data. The terrain
data was then used to generate 1-foot contours. A
ground survey supplemented the aerial acquired
topography, in order to collect additional data of
features not readily visible from the air. The Digital
Terrain Model of the ground and aerial surveys were
combined to eliminate redundancy, and an AutoCAD
Civil 3D file containing all data was produced. The
Caruthers Park Project consists of a gravity diversion
from two separate Los Angeles County Flood Control
District storm drain lines; a 72” RCP line that drains
261 acres of the Los Cerritos Channel, and a 38’ wide
rectangular concrete channel that drains 2,995 acres
of the Lower San Gabriel River. The diverted flows
pass through a pretreatment system to remove trash,
debris, and sediment. The runoff is then passed into
a large buried multi-chambered storage/infiltration
facility that will be treated and used to irrigate the park.

Flows in excess of the required irrigation demands
will pass into the infiltration gallery to be exfiltrated through the soil to eventually combine with the ground
water. It is anticipated that the system will use active controls to monitor the weather conditions and empty
the facility through a secured cloud-based system. This project will help the City comply with their bacteria
and metals TMDL, while providing additional benefits
of potable water offset and park revitalization.

Lower Colorado River Mapping and Sediment
Survey, Topobathymetric LiDAR, Multibeam, River
Restoration Organization, LLC for the US Bureau
of Reclamation Boulder City, NV. Technical Advisor.

Responsible for providing QA/QC of survey control
network including processing and adjustments. Tetra
Tech was contracted to provide bathymetric and aerial
LiDAR survey services to produce a high-quality digital elevation model (DEM) of the Lower Colorado River
from the international border with Mexico at river
mile 0 to river mile 342 at Hoover Dam. As part of this effort to support the Bureau of Reclamation, Tetra Tech performed an independent review of the bathymetric
LiDAR data to produce bathymetric “void” maps where
the LiDAR returns were either not required or not
expected to be accurate. Tetra Tech surveyed 1,887-
line miles of the Lower Colorado River.

Hermosa Beach Greenfield Infiltration Project, City
of Hermosa Beach, Hermosa Beach, CA. Survey
Manager. Mr. Helt oversaw survey services for a new
regional BMP facility to divert water from a major flood control storm drain and convey it to an underground
infiltration system. This project protects and improves Santa Monica Bay water quality by diverting and
infiltrating storm water that contains TMDL pollutants
fecal indicator bacteria, sediment-borne DDT and
PCBs, and trash, as well as typical pollutants in urban runoff (metals and nutrients). The proposed tributary
area to be mitigated by this project is 2,914 acres
including runoff from all cities in the Beach Cities
Watershed Management Group. Additional project
benefits include reducing downstream flooding,
preserving the existing use of the linear greenbelt as
a running path, restoring native coastal dune habitat,
and supporting loads associated with municipal
vehicles for parkland maintenance. The survey scope
of this project included aerial and ground based
topographical survey. Analytical aerotriangulation
and stereo compilation was used to create both
planimetric and terrain data. The terrain data was then used to generate 1-foot contours. A ground survey
supplemented the aerial acquired topography, in
order to collect additional data of features not readily visible from the air. The Digital Terrain Model of the
ground and aerial surveys were combined to eliminate
redundancy, and an AutoCAD Civil 3D file containing
all data was produced.

Urban Orchard Multi-Benefit Park and Green
Infrastructure Project, Trust for Public Land, South
Gate, CA. Survey Manager. Mr. Helt oversaw survey
services for this project that involves the diversion and pretreatment of dry- and wet-weather flows to irrigate
a community garden and wetland. Tetra Tech was
contracted to provide a feasibility study and plans,
specifications, and estimates for the construction of a 30-acre post-industrial site into a multi-benefit, green infrastructure park with recreational features along the Los Angeles River. Additionally, the project will explore the naturalization of the currently concrete Bandini
Channel that runs through the project area, as well as
opportunities to clean, infiltrate, and reuse stormwater onsite for possible irrigation of the urban orchard.

HELT (continued)

TOWN OF ATHERTON TETRA TECH
Mark Lawler is experienced in a variety of field survey and GIS applications.

He has participated in all aspects of control, construction, boundary, topographic and aerial control surveys including terrestrial LiDAR acquisition.

Mr. Lawler has ample experience with field survey preparation, logistics and execution and is responsible for geospatial data acquisition processing and quality control, project research, crew deployment and support as well as task oversight and tracking. He has experience working on projects for municipal, state and federal agencies in diverse areas such as real estate and cadastral, flood plain management, public health and safety, and resource management.

Experience
Bonita School Road Bridge Replacement Survey, Santa Barbara County Public Works, Santa Maria, CA. Survey Technician. Mr. Lawler was responsible for providing topographic survey of the Santa Maria River channel and surrounding surface-street Bonita School Road. Tetra Tech set 22 ground control targets, and tied those points to the Santa Maria Valley Control Network. Aerial photography was acquired and 18 color exposures at 1:2400 and 12 color exposures at 1:3600 were produced.

Analytical aerotriangulation and stereo compilation was used for density control and to create both planimetric and terrain data. The terrain data was then used to generate 1-foot contours. Additionally, Tetra Tech performed a ground survey to supplement the aerial acquired topography, in order to collect additional data of features not readily visible from the air.

The Digital Terrain Model of the ground and aerial surveys were combined to eliminate redundancy, and an AutoCAD Civil 3D file containing all data was produced.

Aliso Creek – Limekiln Creek Restoration Project, City of Los Angeles Bureau of Engineering, Los Angeles, CA. Survey Technician. Mr. Lawler provided field survey services for this stormwater improvement project, located at the confluence of the concrete lined Aliso and Limekiln Creek flood channels. The project improvements involve constructing several stormwater Best Management Practices (BMPs) intended to treat on-site and off-site runoff and reduce contamination in Aliso Creek, Limekiln Creek, and the Los Angeles River. The proposed BMPs include low flow channel diversions, stormwater pump stations, stormwater prescreening devices, bioswales, vegetated detention/retention basin, the restoration of upland, riparian habitat, and BMP educational signage. The goal of the project is to significantly reduce the pollutant loads, as well as transform a specifically built flood control facility into a multi-function green infrastructure facility. The project will also be designed to achieve a Platinum Envision Rating. This important water quality project is part of the City’s overall efforts through the Proposition O Bond Program to improve water quality and reduce pollutant loads that are currently being conveyed to the rivers, lakes, and oceans within the greater Los Angeles area.

SURVEY
Mark Lawler, LSIT

EDUCATION
MS, Geography, University of
New Mexico, Albuquerque,
2013
BA, Geography, Humboldt
State University, California,
2011

REGISTRATIONS/

CERTIFICATIONS
Licensed Surveyor in Training
California, No. 9311

YEARS OF EXPERIENCE
11

TOWN OF ATHERTON TETRA TECH
Upper San Gabriel River Enhanced Watershed
Management Plan, City of Industry, CA. Survey
Party Chief. Tetra Tech oversaw the development of
Preliminary Design Reports for seven multi-benefit
stormwater capture projects in an effort to implement
the Upper San Gabriel River (USGR) Enhanced
Watershed Management Program (EWMP) to address
water quality objectives for the region. A portion of
the project is aerial and ground based topographical
survey. Analytical aerotriangulation and stereo
compilation was used to create both planimetric and
terrain data. The terrain data was then used to generate 1-foot contours. A ground survey supplemented
the aerial acquired topography, in order to collect
additional data of features not readily visible from the air. The Digital Terrain Model of the ground and aerial surveys were combined to eliminate redundancy,
and an AutoCAD Civil 3D file containing all data
was produced. The goal of this project is to prepare
preliminary design reports which will include 30%
design level documents, and that could be utilized to
support grant funding application and/or supporting
information for a design-build solicitation package.

Caruthers Park Stormwater and Urban Runoff
Capture Project, City of Bellflower, CA. Survey
Party Chief. Tetra Tech provided pre-design and
design services for this Caltrans funded stormwater
capture project, including the necessary analyses to
provide a recommendation for regional stormwater
capture treatment and implementation. The analysis
identifies the existing site hydrology, water quality,
and hydraulics to determine an optimal combination
of the inflow rate, storage volume, and outflow. A
portion of the project is aerial and ground based
topographical survey. Analytical aerotriangulation
and stereo compilation was used to create both
planimetric and terrain data. The terrain data was then used to generate 1-foot contours. A ground survey
supplemented the aerial acquired topography, in
order to collect additional data of features not readily visible from the air. The Digital Terrain Model of the
ground and aerial surveys were combined to eliminate
redundancy, and an AutoCAD Civil 3D file containing
all data was produced. The Caruthers Park Project
consists of a gravity diversion from two separate Los
Angeles County Flood Control District storm drain
lines; a 72” RCP line that drains 261 acres of the
Los Cerritos Channel, and a 38’ wide rectangular
concrete channel that drains 2,995 acres of the Lower
San Gabriel River. The diverted flows pass through
a pretreatment system to remove trash, debris, and
sediment. The runoff is then passed into a large buried multi-chambered storage/infiltration facility that will be treated and used to irrigate the park. Flows in
excess of the required irrigation demands will pass
into the infiltration gallery to be exfiltrated through the soil to eventually combine with the ground water. It is anticipated that the system will use active controls to monitor the weather conditions and empty the facility
through a secured cloud-based system. This project
will help the City comply with their bacteria and metals TMDL, while providing additional benefits of potable
water offset and park revitalization.

Urban Orchard Multi-Benefit Park and Green
Infrastructure Project, Trust for Public Land, South
Gate, CA. Survey Party Chief. Tetra Tech provided a
feasibility study to transform a 30-acre post-industrial site into a multi-benefit, green infrastructure park with recreational features along the Los Angeles River.

A portion of the project is aerial and ground based
topographical survey. Analytical aerotriangulation
and stereo compilation was used to create both
planimetric and terrain data. The terrain data was then used to generate 1-foot contours. A ground survey
supplemented the aerial acquired topography, in
order to collect additional data of features not readily visible from the air. The Digital Terrain Model of the
ground and aerial surveys were combined to eliminate
redundancy, and an AutoCAD Civil 3D file containing
all data was produced. Additionally, the project will
explore the naturalization of the currently concrete
Bandini Channel that runs through the project area,
as well as opportunities to clean, infiltrate, and reuse stormwater onsite for possible irrigation of the urban
orchard.

LAWLER (continued)

Upper Atherton Creek Stabilization and Flood Mitigation Project Upper Atherton Creek Stabilization
and Flood Mitigation Project
REQUEST FOR QUALIFICATIONS and PROPOSALS
Professional Consulting Services for
1999 Harrison Street, Suite 500 | Oakland, CA | 94612

From: Valerie Gardner
To: Council
Subject: Public Comment on Item #6
Date: Monday, July 15, 2024 2:55:21 PM
[The e-mail below is from an external source. Please do not open attachments or click links from an unknown or suspicious origin.]
Dear Anthony and Town Council,
I am submitting this comment regarding the Agenda Item 6, approving an agreement with Tetra Tech for over $750,000 to assess and design “Relining” of the Upper Atherton Channel.

I respectfully submit that "business as usual” relining of the Atherton Channel is not in the best long-term interests of the town.
$750,000 is huge amount to pay for an assessment and design to “reline,” an existing channel.

I think the town would be better served spending these funds with a firm that can provide some meaningful alternatives to simply continuing to channel our rainwater out to the bay.

For too long, Atherton has done the expedient thing and allowed our rain water be seen as a pure nuisance to be disposed of. Yes, rainwater can cause flooding if not handled well—but rainwater is also the sole source of all of our drinking and irrigation water and most of what we use comes from very far away. These sources are increasingly at risk.

Climate change, as I believe this council knows, is severely altering weather patterns with rising levels of heat and increasing levels of drought. One very clear likely effect will be a lack of snow pack in the Sierra’s in the not-so-distant future. Snow pack built up in the winter has always been the way we store water, so that we have some in the summer, as that snow pack melts.

Although we have recently had an few good winters with an abundance of rain and snow, for years we had droughts that forced people to suck water out of wells, drying up subsurface aquifers. Aquifers do not fill up quickly—a problem—and low levels of water in aquifers contribute to subsidence, which is happening almost everywhere. Unless we take action to accelerate the re-absoption of water down into the aquifers, we will find that Atherton continues to subside and our backyard wells won’t even reach the reduced acquirers to provide the water support we need from them.

Atherton and surrounding areas also have the benefit of having a local reservoir. This reservoir, Bear Gulch, was built generations ago at great expense and benefits us now, by providing between 10 and 20% of our water needs. I understand that it may hold as much as 215 million gallons. I have no idea what the water level is for Bear Gulch but having this local source is definitely of high resilience value to residents in the event that Hetch Hetchy fails, as an added layer of water security.

So, I propose that, rather than continue to ignore climate impacts and pay such a large sum just to plan to reline our cemented in water channels that serve to dump our water into the bay as if it were sewage, perhaps this three quarters of a million dollars can be used to provide the town with some basic assessments of alternatives in how we might incorporate improvements to the

Atherton Water channel, that can include ways to conserve this water.

The three most obvious ways that we could help ourselves and future Athertonians would be to include:

1. Designing more water absorption areas into the upper channel area that serve to allow more of the natural rainwater to be absorbed back into the aquifers in the Atherton hills area;

2. Designing and adding a dedicated channel that diverts and directs some of this rainwater back into the Bear Gulch Reservoir or interim water storage areas.

3. Combining relining and a few absorption pools in the upper channel area with incorporating more absorption areas or restoration of portions of the lower channel that are flatter such as along Holbrook-Palmer Park on the side of Watkins Avenue, to create a more natural stream, that permits water absorption and creation of natural habitats (which I have previously proposed).

In sum, I respectfully submit that the proposed funds could be used more productively to give the council a sense of what these and/or other options are that exist for treating rainwater as the valuable resource that it really is. We don’t know what those options are and it is not clear whether the town will have the appetite to engage in a meaningful improvement project. But clearly, this is the right time, before we commit really large sums of capital to yet another channel relining project, to look at options to invest in improving our long-term water sustainability in ways that could provide critical water service dividends to residents in the long term.

Thank you for considering.

Valerie Gardner
Atherton, CA 94027

Item No. 7
Town of Atherton
CITY COUNCIL STAFF REPORT – CONSENT AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER

FROM: ROBERT BARRON III, FINANCE DIRECTOR
DATE: JULY 17, 2024
SUBJECT: ACCEPT THE FISCAL YEAR 2022-23 AUDITED BASIC FINANCIAL

STATEMENTS

RECOMMENDATION
Accept the FY 2022-23 Audited Basic Financial Statements.

BACKGROUND
The Town’s Basic Financial statements were completed by the Independent Auditor Maze & Associates. In the Auditor’s opinion, the Town’s financial statements “present fairly in all material respects, the respective financial position of the government activities, each major fund, and the aggregate remaining fund information of the Town as of June 30, 2023.” The Finance Committee reviewed and discussed the Town Basic Financial Statements at its May 2024 meeting. Maze and Associates audit engagement partner Grace Zhang was present at the Finance committee meeting to discuss the audited financial statements. The Committee recommends that the City Council accept the reports. The General Fund is the chief operating fund of the Town. The General Fund had a positive Net Change in Fund Balance of $159,636 during the fiscal year.
2017-18
Actual
2018-19
Actual
2019-20
Actual
2020-21
Actual
2021-22
Actual
2022-23 Actual
Revenues $17,019,068 $18,689,035 $18,319,800 $19,567,418 $22,457,646 $22,488,674 Expenses $12,065,022 $13,024,224 $13,680,869 $15,358,136 $21,616,937 $17,800,001 Proceeds/
Transfers
Out
$614,258 $237,929 $173,947 $14,889,656 $3,640,557 $4,529,037 Excess
(Deficient)
Revenues
over
Expenses
$4,339,788 $5,426,882 $4,464,984 ($10,680,374) ($2,799,848) $159,636

AUDITED FY 2022-23 BASIC FINANCIAL STATEMENTS
July 17, 2024

For FY 2022-23 there was a transfer out of $4,529,037. This included $1,189,037 transfer out to the Facility Construction Fund for the remainder of construction payment applications toward the Town Center project. There was also a transfer out of $3,340,000 to the Capital Improvement Fund for future and ongoing Town Master plan projects. The Town General Fund is providing the new funding capacity for the Town Capital Improvement programs.

At the end of the current fiscal year the unassigned fund balance of the General Fund was $11,055,528, with a total fund balance of $13,917,993. The unassigned fund balance represents 62% of the total General Fund expenditures of $17,800,001.

Some highlights of the General Fund over the previous Fiscal Year include:
➢ Total Property tax revenues increased by $1,102,290.
o In the previous year property taxes increased by $1,763,766. Secured property taxes increased $520,472. Property Tax in Lieu of VLF had an increase of $609,831 from the previous year. This was due to receiving FY 2020/21 VLF shortfall amount of $572,891. The VLF amount due for FY 2022/23 was $1,527,046, but the Town received $1,101,651. This is a shortfall of $425,395. There is hope that the State FY 2024/25 budget will address this shortfall. ERAF revenue had a decrease of $149,648 for a total of $2,339,065.
➢ Sales taxes decreased by $4,872 compared to the previous year for a total of $300,138. ➢ Other taxes (Franchise tax & Document Transfer Tax) decreased by $148,439. o A majority of the decrease was in Document Transfer tax of $242,426 over the previous year for a total amount of $506,554. This is an indication of a slowdown in the sale of properties. Franchise Cable fee increased $66,287 over the previous year for a total amount of $66,287. This was due to receiving an additional payment for cable franchise fee from the prior year.
➢ The Business License fee increased by $15,960 for a total of $269,739. ➢ Fines and Forfeitures increased by $121,153.
o Most of the increase is due to C&D time limit forfeiture of $874,200 realized in the year. The amount in the previous year was $655,900. Heritage Tree Damage Fee decreased $100,860 over previous year for an amount of $136,260. ➢ Service Charges decreased by $187,508.
o A majority of the decrease is attributed to building permit fees, which were $173,585 less than the previous year. Planning fees were $32,063 more than the previous year.

There is a continued decrease in building activity, potentially due to interest rate increases. Encroachment permits saw a decrease of $168,929. Administrative code enforcement citations decreased $102,800 for a total of $10,300. ➢ The Town saw a decrease in miscellaneous revenue of $1,709,959 over the previous year. This was due to the Town receiving America Rescue Plan funds of $1,707,322 in the prior year. ➢ Park revenue had an increase of $11,931 over the previous year to an amount of $176,323 as park rental activity had a slight increase.
➢ The General Fund Revenue increased $31,028 from the prior year and there was a $3,816,936 decrease in General Fund operating expenditures.
o The decrease in expenditure was due to a decrease in unfunded CalPERS liability additional discretionary payment of $5 million made toward public safety. In the prior

AUDITED FY 2022-23 BASIC FINANCIAL STATEMENTS
July 17, 2024

year the town made this additional payment to CalPERS. There were slight increases in equipment purchases, liability, health insurance, increase in operational expenses within General government departments, Planning, and Public Works departments. o We are in the third-year payment of lease financing of Town Center as we paid $861,871. It is a 10-year financing with a 5-year call option. o There was an MOU salary increase for the Atherton Police Officers Association and Town employees. In Fiscal Year 2022-23 the CPI increase for Town employees was 4%. The Atherton Police Officer Association and remainder of Town employees’ salary increases began July 1, 2023.
o The CalPERS employer contribution rate had a slight decrease, as total expense was $7,627 less than the previous year. CalPERS continues to collect the unfunded liability as a dollar amount. The Town payment of the unfunded liability portion for the fiscal year decreased $132,576 to $1,268,243. The total CalPERS expense for the Town decreased $140,203.

GASB 68 and 71 were implemented for Accounting and Financial Reporting for Pensions. This Statement establishes standards for measuring and recognizing liabilities, deferred outflows of resources, and deferred inflows of resources, and expense/expenditures. As of FY 2022-23 the Town of Atherton reports a net pension liability of $17,868,828, an increase of $5,629,295 and is as follows:
➢ Miscellaneous Employee Plan: $6,365,417
➢ Safety Employee Plan: $11,503,411
The Town reported a deferred outflow of resources of $10,478,291 and deferred inflow of $4,620,022 and a recognized pension expense reduction of $182,548. As a result of the implementation of the GASB statements, the Town made an adjustment of $12,193,107 to the Town Total Net Position.

GASB 68 & 71 Net Pension Liability Implementation 06/30/23 Miscellaneous Employees NPL $6,365,417
Safety Employees NPL $11,503,411
Deferred Outflow of Resources ($10,478,291)
Deferred Inflow of Resources $4,620,022
Adjustment to Beginning Governmental net
position
$12,010,559
In Fiscal Year 2017-18, GASB 74 and 75 were implemented for the Accounting and Financial Reporting for Postemployment Benefits Other than pensions. This establishes accounting and financial reporting requirements for governments whose employees are provided with OPEB benefits. It also includes requirements similar to pension reporting to address financial reporting for assets accumulated for the purpose of providing OPEB benefits.

As of FY 2022-23 the Town reported an ending net OPEB liability of $1,225,895. This reflects a net OPEB reduction adjustment of $1,398,519. With the implementation of GASB 75, there is an

AUDITED FY 2022-23 BASIC FINANCIAL STATEMENTS
July 17, 2024

adjustment to the beginning net position of Governmental Activities in the amount of $1,225,895.

As of FY 2022-23, the Town of Atherton reports a net OPEB asset of $426,932.

The Town reported OPEB deferred inflows of resources of $2,505,557 and outflow of resources $852,730 and recognized OPEB expense adjustment of $1,398,519.

GASB 74 & 75 Net OPEB Liability Implementation 06/30/23 Net OPEB Liability (Asset) ($426,932)
Deferred Outflow of Resources ($852,730)
Deferred Inflow of Resources $2,505,557
Adjustment to Beginning Governmental net
position
$1,225,895
The Town had a positive net change in Net Position for the FY 2022-23 in the amount of $7,104,276, for an ending Net Position of $95,458,639. The previous FY had an ending net position of $88,354,363.

With implementation of GASB statements 68 and 71 fiscal year 14/15, which required the recognition of pension liabilities, deferred outflows, and deferred inflows of resources for pensions, resulted in the amount of $12,193,107. With the recognized FY 2022-23 pension expense reduction of $182,548, reflects a total adjustment of $12,010,559 to the Total Net Position. With the addition of the OPEB pension liability, deferred outflows, and deferred inflows of resources for OPEB, resulted in a total adjustment amount of $1,225,895. As mentioned above, the total FY Town Net Position is $95,458,639. Without the recognition of pension and OPEB liabilities the Town would have a total net position of $108,695,093 for FY 2022-23. Each fiscal year the Town will report the new net pension liability based on contributions and investment earnings on the plans.

The Town’s General Fund operating budget presents a plan for accomplishing the goals and objectives of the City Council within existing resources and core strategy of financial stability in mind. Paying down long-term liabilities and providing funding for capital projects will continue to be a priority as we consider the use of future unallocated fund balances. There is a renewed focus of capital infrastructure spending on Town Master Plans as we still have many long-term infrastructure needs in the Town. The General Fund continues to provide new funding capacity in the next several years for project priorities within the CIP Master Plans. Priority projects are derived from the Bicycle Pedestrian Master Plan, Drainage Master Plan, Green Infrastructure Plan, and Road Improvement Plan. The Town continues to implement current City Council priorities focused upon reducing long-term liabilities, addressing capital project needs, and ensuring that operational needs are met.

POLICY FOCUS
Each year the City Council accepts its Audited Financial Statements as part of the Town’s annual operating practice. The Audited Financial Statements represent the financial picture of the Town.

It is an examination of the Town’s financial statements and disclosures by an independent auditor and an assurance that the Town conducts its finances in accordance with generally accepted

AUDITED FY 2022-23 BASIC FINANCIAL STATEMENTS
July 17, 2024

accounting principles. The result is a report from the auditor attesting to the fairness of the presentation of the financial statements and disclosures. The audit is not an opinion of the Town’s fiscal health and outlook.

The Management Discussion & Analysis (MD&A) is an important section of the Audit Report providing a picture of the Town’s finances from management’s perspective. The MD&A is factbased and provides readers with the management’s view of what is critical about the Town’s financial prospectus. The MD&A complements the Audited Financial Statements but is broader in scope. The MD&A can present an opinion of the Town’s fiscal health and outlook.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal A – Maintain Fiscal Transparency
• Goal F – Be Forward-Thinking, Well-Managed and Well-Planned

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders – to include, but be not limited to, media outlets, school districts, Menlo Park Fire District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item _X___ has or ___ has not been before a Town Committee or Commission. _X__Audit/Finance Committee (meets every other month)
____ Bicycle/Pedestrian Committee (meets as needed)
____ Civic Center Advisory Committee (meets as needed)
____ Environmental Programs Committee (meets every other month) ____ Park and Recreation Committee (meets each month)
____ Planning Commission (meets each month)
____ Rail Committee (meets every other month)
____ Transportation Committee (meets every other month)

ATTACHMENTS

1. FY 2022-2023 Basic Financial Statements

2. FY 2022-2023 Report on Compliance with the Agreement for Distribution of San Mateo County Measure A Funds for Local Transportation Purposes & Transportation Development Act and Measure W Funds for Local Transportation Purposes in Accordance with San Mateo County Congestion Relief Plan

TOWN OF ATHERTON, CALIFORNIA

BASIC FINANCIAL STATEMENTS
FOR THE YEAR ENDED JUNE 30, 2023
Prepared by

FINANCE DEPARTMENT

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TOWN OF ATHERTON
Basic Financial Statements
For the Year Ended June 30, 2023

TABLE OF CONTENTS
Independent Auditor’s Report .............................................................................................................................. 1 Management’s Discussion and Analysis ............................................................................................................... 5 Basic Financial Statements:

Government-wide Financial Statements:

Statement of Net Position ...................................................................................................................... 20 Statement of Activities .......................................................................................................................... 21 Fund Financial Statements:

Governmental Funds:

Balance Sheet ..................................................................................................................................... 24 Reconciliation of the Governmental Funds – Balance Sheet with the Statement of Net Position ................................................................................................................ 26 Statement of Revenues, Expenditures, and Changes in Fund Balances ........................................... 28 Reconciliation of the Net Change in Fund Balances – Total Governmental Funds with the Statement of Activities ...................................................................................................... 30

Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual:

General Fund ............................................................................................................................... 31 Special Tax Special Revenue Fund ............................................................................................. 32 Library Special Revenue Fund .................................................................................................... 33

Proprietary Funds:

Statement of Net Position .................................................................................................................. 36 Statement of Revenues, Expenses, and Changes in Fund Net Position ............................................ 37 Statement of Cash Flows ................................................................................................................... 38 Fiduciary Funds:

Statement of Net Position .................................................................................................................. 40

Statement of Changes in Fiduciary Net Position .............................................................................. 41

Notes to Basic Financial Statements .......................................................................................................... 43 Page 211 of 393

TOWN OF ATHERTON
Basic Financial Statements
For the Year Ended June 30, 2023
TABLE OF CONTENTS (Continued)
Required Supplementary Information:

Schedule of Plan’s Proportionate Share of the Net Pension Liability ......................................................... 78 Schedule of Contributions – Pension Plan ................................................................................................... 79 Schedule of Changes in Net OPEB Liability and Related Rations .............................................................. 80 Schedule of Contributions – Retiree Healthcare OPEB Plan ...................................................................... 81 Notes to Schedule of Employer Contributions – Retiree Healthcare OPEB Plan ....................................... 81 Supplementary Information:

Non-Major Governmental Funds:

Combining Balance Sheet ..................................................................................................................... 86 Combining Statement of Revenues, Expenditures and Changes in Fund Balances ................................................................................................................................ 88 Combining Schedule of Revenues, Expenditures and Changes in Fund Balances-Budget and Actual ................................................................................................ 90 Internal Service Funds:

Combining Statement of Net Position................................................................................................... 94 Combining Statement of Revenues, Expenses, and Changes
in Fund Net Position .......................................................................................................................... 95 Combining Statement of Cash Flows .................................................................................................... 96 Custodial Funds:

Statements of Changes in Assets and Liabilities .................................................................................. 98 Independent Auditor’s Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards ...................................................................................................................... 99

INDEPENDENT AUDITOR’S REPORT
To the Honorable Members of the City Council
Town of Atherton, California
Report on the Audit of the Financial Statements
Opinions
We have audited the accompanying financial statements of the governmental activities, each major fund, and the aggregate remaining fund information of the Town of Atherton, California (Town), as of and for the year ended June 30, 2023, and the related notes to the financial statements, which collectively comprise the Town’s basic financial statements as listed in the Table of Contents.

In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, each major fund, and the aggregate remaining fund information of the City as of June 30, 2023, and the respective changes in financial positions, and, where applicable, cash flows therefore, and the respective budgetary comparison listed in the Table of Contents as part of the basic financial statements, for the year then ended in accordance with accounting principles generally accepted in the Unitive state of America.

Basis for Opinions
We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the Town and to meet our other ethical responsibilities, in accordance with the relevant ethical requirement relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions.

Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of the financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the Town’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter.
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Auditor’s Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions.

Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements.

In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we:
• Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Town’s internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the Town’s ability to continue as a going concern for a reasonable period of time.

We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control-related matters that we identified during the audit.

Required Supplementary Information
Accounting principles generally accepted in the United States of America require that the Management’s Discussion and Analysis and other required supplementary information as listed in the Table of Contents be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. 2

Supplementary Information
Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Town’s basic financial statements. The accompanying Supplementary Information, as listed in the Table of Contents, is presented for purposes of additional analysis and is not a required part of the basic financial statements.

Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the Supplementary Information is fairly stated, in all material respects, in relation to the basic financial statements as a whole.

Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 21, 2023, on our consideration of the Town’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the Town’s internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Town’s internal control over financial reporting and compliance.

Pleasant Hill, California
December 21, 2023
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MANAGEMENT’S DISCUSSION AND ANALYSIS
As management of the Town of Atherton, we offer readers of the Town of Atherton’s financial statements this narrative overview and analysis of the financial activities of the Town of Atherton for the fiscal year ended June 30, 2023. We encourage readers to consider the information presented here.

FINANCIAL HIGHLIGHTS
• The assets of the Town of Atherton exceeded its liabilities at the close of the most recent fiscal year by $95,458,639 (net position).
• The government’s total net position increased by $7,104,276. This includes total revenues of $25,225,619 over total expenditures of $18,21,343. Total revenues decreased $1,628,358 and there was a reduction in total expenses of $1,284,641. The town received higher total tax revenues of only $362,330. This was due to previous year the Town receiving $1,545,233 in Library Tax revenue held in Trust. In the current year the Town only received $931,066, this is a decrease of $614,167 in Library tax revenue due to paying back a portion of advancement of Library funds. All other property taxes were higher than the previous year in the amount of $1,113,848. There were lower other taxes revenues and franchise fees of $132,479 and sales tax of $4,872. Operating grants and contributions had a decrease of $2,766.268. This was due to a reduction in Town Center donations and one time recovery funds. There was a decrease in charges for services of $121,593 and other revenues of $52,621. There was an increase in investment earnings of $949,794 from prior year. The year had a decrease in total expenses of $1,284,641 of which a majority was attributed to an additional recognized pension expense reduction of $182,548, reduction in Net OPEB expense of $1,398,519, additional capital expenditures outlays, and Capital Lease expense cost of $861,871. • The Town recorded a net pension liability of $17,868,828 which is an increase of $5,629,295 to last year. The Miscellaneous employee plan is $6,365,417, an increase of $3,067,828. The Safety plan is $11,503,411, an increase of $2,561,467.
• The Town recorded a net OPEB asset of $426,932. This is a net change increase of $333,588 from last fiscal year.
• As of the close of the current fiscal year, the Town of Atherton’s governmental funds reported combined ending fund balances of $25,864,383 an increase of $4,194,517 in comparison with the prior year. The majority of the increase is due to the completion of construction project expenses for Town Center and ramp up of allocation to Capital improvement fund for capital projects.
• The General Fund is the chief operating account of the Town. At the end of the current fiscal year, the unassigned fund balance for the general fund was $11,055,528 or 62 percent of total general fund expenditures of $17,800,001. The Town has a fund balance policy of not dropping the unassigned fund balance below 15% of the actual annual operating expenditures and the Town balance well exceeds this amount.
• The unassigned General Fund balance increased by $808,506 compared to fiscal year 2021- 2022. Key contributing factors included a decrease of transfers out compared to the prior year and COP lease financing. Transfers out were $4,529,037 compared to last fiscal year transfers out of $4,990,557 from the General Fund. There was a transfer out of $3,340,000 during the year for allocation to Capital Improvement fund for future capital improvement projects, and allocation to the Facility Construction Capital Fund for the construction payment applications towards the Town Center and Library projects. There was an increase in General Fund revenues of $31,028 and a decrease in total expenditures of $3,816,936 year over year. The main decrease in General Fund expenses is due to a reduction of $5million in expense as the Town made a $5million additional discretionary payment toward the CalPERS Public Safety Classic Plan UAL in prior fiscal year. The General Fund maintained excess revenues over expenditures of $4,688,673. With the conclusion of the Town Center project and the Town ramping up Capital Improvement projects included transfers out of culminated in a positive change in fund balance of $159,636 for the fiscal year.
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OVERVIEW OF THE FINANCIAL STATEMENTS
This discussion and analysis are intended to serve as an introduction to the Town of Atherton’s basic financial statements. The Town of Atherton’s basic financial statements comprise three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other required supplementary information in addition to the basic financial statements themselves.

Government-wide Financial Statements. The government-wide financial statements are designed to provide readers with a broad overview of the Town of Atherton’s finances, in a manner similar to private-sector business.

The Statement of Net Position presents information on all of the Town of Atherton’s assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the Town of Atherton is improving or deteriorating.

The Statement of Activities presents information showing how the government’s net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused vacation leave).

Both of the government-wide financial statements distinguish functions of the Town of Atherton that are principally supported by taxes and intergovernmental revenues (governmental activities). The governmental activities of the Town of Atherton include general government, planning, building, public safety (Police), and public works.

The government-wide financial statements can be found on pages 20-21 of this report.

Fund Financial Statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The Town of Atherton, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the Town of Atherton can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds.

Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on nearterm inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financing requirements.

Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the government’s near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. 6

The Town of Atherton maintains fourteen individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the General Fund, Special Tax Special Revenue Fund, and Library Special Revenue Fund, all of which are considered to be major funds.

The Town of Atherton also elected to include Facilities Construction Capital Projects Fund as a major fund. Data from the other ten governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements elsewhere in this report.

The Town of Atherton adopts an annual appropriated budget for its General Fund, Special Tax Special Revenue Fund, and Library Special Revenue Fund. A budgetary comparison statement has been provided for the General Fund, Special Tax Special Revenue Fund, and Library Special Revenue Fund to demonstrate compliance with this budget.

The basic governmental fund financial statements can be found on pages 24-33 of this report.

Proprietary funds. The Town of Atherton maintains one type of proprietary funds. Internal service funds are an accounting device used to accumulate and allocate costs internally among the Town of Atherton various functions. The Town of Atherton uses internal service funds to account for its fleet of vehicles and equipment, workers’ compensation liability, general and employment liabilities, and employee benefits including compensated absences and other post-employment benefits other than pension. Because all of these services predominantly benefit governmental rather than businesstype functions, they have been included within governmental activities in the government-wide financial statements.

The basic proprietary fund financial statements can be found on pages 36-38 of this report.

Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government-wide financial statement because the resources of those funds are not available to support the Town of Atherton’s own programs. The accounting used for fiduciary funds is much like that used for proprietary funds.

The basic fiduciary fund financial statements can be found on pages 40-41 of this report.

Notes to the Financial Statements. The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes to the financial statements can be found on pages 43-75 of this report.

Other information. In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information providing a budgetary comparison statement for General Fund, Special Tax Special Revenue Fund, and Library Special Revenue Fund. Required supplementary information can be found on pages 31-33 of this report.

The combining statements referred to earlier in connection with nonmajor governmental funds and internal service funds are presented immediately following the required supplementary information.

Combining and individual fund statements and schedules can be found on pages 86-92 of this report.
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GOVERNMENT-WIDE FINANCIAL ANALYSIS
As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. In the case of the Town of Atherton, assets exceeded liabilities by $95,458,639 at the close of the most recent fiscal year.

By far the largest portion of the Town of Atherton’s net position (84 percent) reflects its investment in capital assets of $79,739,647 (e.g., land, buildings, vehicles, machinery, and equipment) less any related debt used to acquire those assets that are still outstanding. Capital Assets decreased $275,361 due to the construction of the Town Center and Library projects being completed. The Town of Atherton uses capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the Town of Atherton’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities.

Town of Atherton Net Position
2023 2022
Current and other assets $ 37,670,760 $ 33,126,079
Capital assets 85,300,446 85,575,807
Total assets 122,971,206 118,701,886
Deferred Outflow of Resources 11,331,021 10,322,662
Current liabilities 7,733,116 8,312,628
Noncurrent liabilities 23,984,893 19,363,563
Total liabilities 31,718,009 27,676,191
Deferred Inflow of Resources 12,993,994 12,993,994
Net Assets:

Invested in capital assets,
net of related debt 79,739,647 79,287,535
Restricted 11,946,390 7,911,509
Unrestricted 3,772,602 1,155,319
Total net position $ 95,458,639 $ 88,354,363
An additional portion of the Town of Atherton net position $11,946,390 (12.5 percent) represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets is $3,772,602 and is being used to meet the government’s ongoing obligations. The implementation of GASB 75 during the fiscal year 2017-18 required the recognition of the entire net OPEB liability. This included a prior period adjustment to the net position in governmental activities and employee benefits fund for a total of $9,738,515. This adjustment was in the unrestricted net position balance in the government-wide statement. There was a decrease in net pension expense of $182,548 and net OPEB expense of $1,398,519 for the fiscal year 2022-23.

The Town procured Capital Lease financing in the amount of $7,680,000 for the Town Center project in fiscal year 2019-20. The outstanding balance of $5,560,799 reduced net investment in Capital Assets to $79,739,647. These were additional adjustments in the unrestricted net position balance along with yearly changes in net pension and OPEB liabilities.

At the end of the current fiscal year, the Town of Atherton reports positive balances for all three categories of net assets related to governmental activities. The prior fiscal year the Town reported positive balances for all three categories.
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Governmental activities Governmental activities increased the Town of Atherton’s net assets by $7,104,276. The fiscal year 2022-23 included a decrease in recognized pension expense of $182,548. Implementation of GASB statements 68 and 71 in fiscal year 14/15 required the recognition of pension liabilities, deferred outflows, and deferred inflows of resources for pensions, which totaled $12,193,107. Together the recognized pension expense decreases of $182,548 in the fiscal year, this reflects a total adjustment of $12,010,559 to the Total Net Position. For the Fiscal Year end the Town recognized a reduction in OPEB expense of $1,398,519. With the addition of the OPEB pension asset, deferred outflows, and deferred inflows of resources for OPEB, this resulted in a total adjustment amount of $1,225,895 in the current fiscal year. The total Town Net Position is $95,458,639. Without the recognition of pension and OPEB liabilities, the Town would have a total net position of $108,695,093 for FY 2022-23. The Town had a decrease in expenditures of $1,284,641 across major funds and other governmental funds due to decrease pension expense and net OPEB, decreased asset cost additions. The Town has contributed a combined $2,525,954 during the previous seven fiscal years toward the OPEB trust for continued reduction of its unfunded liability.

Town of Atherton’s Changes in Net Position
2023 2022
Revenues:

Program revenues:

Charges for services 3,741,209 $ 3,862,802 $
Operating grants and
contributions 1,451,015 4,217,283
General revenues:

Taxes 19,376,179 19,013,849
Investment earnings 505,975 (443,819)
Other revenues 151,241 203,862
Total revenues 25,225,619 26,853,977
Expenses:

General government 3,379,255 2,295,746
Public works 5,349,654 5,339,135
Police 7,351,636 10,157,445
Building 1,105,653 1,211,104
Planning 935,145 402,554
Total expenses 18,121,343 19,405,984
Change in Net Position 7,104,276 7,447,993
Net assets - Beginning 88,354,363 80,906,370
Net assets - Ending 95,458,639 88,354,363
9

• Charges for services decreased by $121,593 during the year. The decrease was primarily due to General Government and Building charges for services. The Town saw a decrease in General Government charges for services of $176,964. This was due to the Town receiving $100,860 more charges for Heritage Tree Damage fees and receiving $75,804 for vehicle registration fees in the prior year. There was an increase in charges for police services of $99,422. Admin citations had an increase of $102,000 over last year. Other fines and forfeiture had an increase of $1,100 over last year. Muni/vehicle code fines had an increase of $2,613 and special service fee for police had an increase of $1,009. Total Building department charges for services had a decrease of $144,737. There was a slight decrease in permits construction activity during the fiscal year. Building Department revenues had a decrease of $173,772 in building permits, building plan check fees, and tree removal plan check fees from the previous year total of $1,680,760. Zoning and planning fees saw an increase of $31,763 Public Works charges for service had an increase of $68,923. The majority of the increase is due to C&D deposit forfeiture increase of $218,300 from building construction deposits that were forfeited for construction time limit. There was $655,900 in C&D forfeiture last year. The Town encroachment fees decreased $168,929 from the previous year of $591,210. Park revenue fees had an overall decrease of $15,769 from the $157,253 received in previous year. The Town saw a slight slowdown in rental of park facilities.
• Operating grants and contribution decreased by $2,766.268. This was due reduction in Town Center donations and one time recovery funds. A majority of the decrease was due to the Town receiving the America Rescue Plan Fund (ARPA) of $1,707,000 and the Town also received $1,264,132 in donations toward the Town Center project in the previous year. The Town received $28,008 more in Gas Tax and $71,862 more in Measure A transportation tax funding for street projects. The Town also received a $30,393 increase in Measure W transportation sales tax revenue for street projects. The Measure A and Measure W revenue are sales tax driven and are an indication of increase in sales tax.
• Town-wide Property Taxes increased by $499,681 (3 percent) during the year. Total other property taxes had a total increase of $1,113,848, however secured property taxes for the Library had a decrease of $614,167 from the prior year. This is a result of the Town paying back the advancement of secured taxes for completion of the Library project. ERAF revenue decreased $149,648 over the previous year for a total of $2,339,065. There was a slight decrease in sales tax of $4,872 over the previous year. There was a total $132,478 decrease in other taxes, which included $242,426 decrease in Document transfer tax to $506,554 for the year. There was a $93,987 increase in franchise fees for a total of $1,063,409. The majority of the increase is due to receiving an additional payment for Cable franchise fee from the prior year. Business license fees increased by $15,960.
• There was an increase in investment earnings of $949,794 from prior year. This was due to an increase in investments earnings due to the increase in interest rates, and a minimal fair market value positive adjustment to investments in the fiscal year of $80,911. Compared to the previous year there was a major fair market value adjustment of $626,847. • Total Government Activities expenses decreased by $1,284,641 (6.6 percent) during the year.

The Town decrease was across major funds and other governmental funds due to decrease in pension expense, and net OPEB, decreased asset cost additions.

Financial Analysis of the Government’s Funds
As noted earlier, the Town of Atherton uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements.

From FY 2011, The Town adopted the provision of Governmental Accounting Standards Board Statement No. 54 (GASB 54), Fund Balance Reporting and Governmental Fund Type Definitions.

Additional information can be found in Note 6 on pages 57 through 59 in the financial statements. 10

Governmental funds:

The focus of the Town of Atherton’s governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the Town of Atherton’s financing requirements. In particular, unassigned fund balance may serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year.

General Fund is the chief operating fund of the Town of Atherton. At the end of the current fiscal year, the unassigned fund balance of the general fund was $11,055,528, while total fund balance reached $13,917,993. As a measure of the general fund’s liquidity, it is useful to compare both unassigned fund balance and total fund balance to total fund expenditures. Unassigned fund balance represents 62 percent of the total general fund expenditures of $17,800,001, while total fund balance represents 78 percent of that same amount of total expenditures.

The Town of Atherton’s general fund balance increased by $159,636 during the current fiscal year.

Key factors in the increase are as follows:
• The Council authorized the use of the General Fund unallocated reserve fund balance toward the construction of the Town Center project. With Council direction, the unallocated reserve balance can be appropriated towards operational use, for capital projects, or to pay down liabilities. There was a transfer out of $1,189,037 to the Facility Construction Fund for final construction costs on the Town Center project. The project began in the summer of 2019. There was also a transfer out of $3,340,000 to the Capital Improvement Fund for future Town capital projects. As the Town Center project is completed, the focus is now on projects in the various Town master plans. The previous year total allocations from the General Fund were $3,640,557 to the Facility Construction Fund.
• The General Fund Revenue increased $31,028 from the prior year and there was a $3,816,936 decrease in General Fund operating expenditures. The decrease in expenditures was due to decrease in unfunded CalPERS liability additional discretionary payment of $5 million made toward public safety. In the prior year the town made this additional payment to CalPERS. There were slight increases in equipment purchases, liability, health insurance, increase in operational expenses within General government departments, Planning, and Public Works departments.

We are in the third-year payment of lease financing of Town Center as we paid $861,871. It is a 10-year financing with a 5-year call option. There was an MOU salary increase for the Atherton Police Officers Association and Town employees. In Fiscal Year 2022-23 the CPI increase for Town employees was 4%. The Atherton Police Officer Association and remainder of Town employees salary increase began July 1, 2023.
• The CalPERS employer contribution rate had a slight decrease, as total expense was $7,627 less than the previous year. CalPERS continues to collect the unfunded liability as a dollar amount. The Town payment of the unfunded liability portion for the fiscal year decreased $132,576 to $1,268,243. The total CalPERS expense for the Town decreased $140,203. • Total Property tax revenues increased by $1,102,290. In the previous year property taxes increased by $1,763,766. Secured property taxes increased $520,472. Property Tax in Lieu of VLF had an increase of $609,831 from the previous year. This was due to receiving FY 2020/21 VLF shortfall amount of $572,891. The VLF amount due for FY 2022/23 was $1,527,046, but the Town received $1,101,651. This is a shortfall of $425,395. There is hope that the State FY 2024/25 budget will address this shortfall. ERAF revenue had a decrease of $149,648 for a total of $2,339,065.
• Other taxes (Franchise tax & Document Transfer Tax) decreased by $148,439. A majority of the decrease was in Document Transfer tax of $242,426 over the previous year for a total amount of $506,554. This is an indication of a slowdown in the sale of properties. Franchise Cable fee increased $66,287 over the previous year for a total amount of $169,021. This was due to receiving an additional payment for cable franchise fee from the prior year. 11

• Sales taxes decreased by $4,872 compared to the previous year for a total of $300,138. • The Business License fee increased by $15,960 for a total of $269,739. • Fines and Forfeitures increased by $121,153. A majority of the increase is due to C&D time limit forfeiture of $874,200 realized in the year. The amount in the previous year was $655,900.

Heritage Tree Damage Fee decreased $100,860 over previous year amount of $136,260. • Service Charges decreased by $187,508. A majority of the decrease is attributed to building permit fees, which were $173,585 less than the previous year. Planning fees were $32,063 more than the previous year. There is a continued decrease in building activity, potentially due to interest rate increases. Encroachment permits saw a decrease of $168,929. Administrative code enforcement citations decreased $102,800 for a total of $10,300. • Park revenue had an increase of $11,931 over previous year for an amount of $176,323 as park rental activity had slight increase..
• The Town saw a decrease in miscellaneous revenue of $1,709,959 over the previous year. This was due to the Town receiving America Rescue Plan funds of $1,707,322 in the prior year.

Special Tax Special Revenue Fund has a total fund balance of $550,119, all of which is reserved for street and drainage facility maintenance. The Town no longer receives Parcel Tax revenue and only maintains residual funds from prior years. The Parcel Tax appropriated $245,000 in funding to street maintenance projects. The total 2023 street maintenance projects budgets were $1,500,000.

The fund contributed $443,579 towards slurry seal and overlay street maintenance projects for the 2021-22 fiscal year. These projects did not begin until July 2022. The Parcel Tax Fund also appropriated $250,000 for drainage green infrastructure plan implementation. There was an expenditure of $19,980 for design services. The Town approach is to spend residual monies in the special tax fund within our Town Capital Improvement Program projects until it is depleted. The Town estimates to allocate $110,000 of Parcel Tax to Road Maintenance and Drainage Improvements in Fiscal Year 2023-24.

Library Special Revenue Fund has a total fund balance of $2,486,142 all of which is reserved for remainder of the library operation and construction residual pay back of funds. Revenue was lower than the previous year by $614,167.This is a result of the Town paying back a portion of the advancement of secured taxes for completion of the Library project. The advancement of funds of $5,391,725 was the amount received in FY 2021-22. The secured property taxes in FY 2022-23 were $931,066 as these are excess funds held by San Mateo County Libraries (SMCL). The Library JPA will retain any Excess Funds that it would otherwise restrict and hold for library purposes for the Atherton Library, until the amount of Excess Funds retained by the Library JPA equals the advancement amount. It is anticipated that the amount will be repaid in approximately 3 years. The Library fund funded the new Library construction portion of the Town Civic Center. The fund had $800,918 in expenditures for the construction costs for the Library project and $243,137 in operational expenditures. The anticipated total construction costs for the new library were $20,137,822. In fiscal year 2022-23 there were anticipated calculations of change order close out, and project delays costs on the project.
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General Fund Budgetary Highlights
During the year, the revenue budget increased by a total of $1,601,693 at mid-year. The following are the main components of the net increase:
• $351,200,000 higher secured and unsecured property tax • $23,064 higher ERAF revenue.
• $284,329 increase in Property Tax in Lieu VLF
• $20,000 higher total sales tax
• $6,000 higher Franchise Fees
• $3,600 higher intergovernmental
• $10,000 higher business license revenue
• $65,000 increase in planning revenue
• $127,000 increase in building revenue
• $16,500 higher total police revenue
• $89,000 lower public works revenue
• $56,000 increase in park program revenue
• $550,000 increase in miscellaneous revenue
During the year there was also a $808,250 increase in appropriations between the original and final amended budget. The following are the main components of the increase:
• $68,750 increase in the building department expenditures for building services contract. This was due to projected growth in building revenue as the contract is based on building revenue.
• $166,500 increase in the administration department for engagement of legal human resources assistance for $120,000. There was a need for $40,000 additional appropriations for the engagement of consultant services for newsletter, website, and other communication.

There was an increase in Environmental program committee budget of $6,500 for event programing.
• $150,000 increase in planning services for the Town and for the ramp up of zoning work related to the Housing Element.
• $43,000 increase for property and liability insurance costs. • $223,000 increase for police department operations. There was an additional need for overtime appropriations in the amount of $193,000 for staffing backfill as personnel were catching up on vacations that were not taken during the pandemic and overtime for mandated and essential training. There was a need for an additional $30,000 for expenses incurred due to the discovery of buried vehicle in the Town. • $157,000 increase for public works operations appropriation. The department had a vacant Senior Engineering position and as a result was using a consultant engineering services to fulfill the need. This required an additional appropriation of $77,000. There was an additional one-time appropriation need of $80,000 for necessary and unanticipated repairs and maintenance needs at various locations at Holbrook Palmer Park. 13

Capital Assets and Debt Administration
Capital assets. The Town of Atherton’s investment in capital assets for its governmental activities as of June 30, 2023, amounts to $85,300,466 (net of accumulated depreciation). This investment in capital assets includes land and land improvements, buildings, furniture and fixtures, machinery and equipment, vehicles, streets, drainage systems, and construction in progress. Construction in progress decreased by $63,876,336. This is attributed to the Town Center and Library buildings being capitalized. There are continued projects in progress for Traffic Safety improvements plan implementation, Park master plan projects, and Atherton train station improvements. The Town Center and Library construction phase comprises $64.15 million of Town new building capitalizations.
2023 2022
Land 690,884 $ $ 690,884
Construction in progress 1,348,398 65,224,734
Building 64,154,616 119,394
Other Improvements 139,636 167,122
Vehicles 357,674 366,349
Computer Equipment/Software 365,532 4,179
Furniture & Fixture 435,855 -
Machinery & Equipment 151,151 36,846
Infrastructure 17,656,700 18,966,299
Total Fixed Assets 85,300,446 85,575,807
Governmental activities
Town of Atherton’s Capital Assets
(net of depreciation)
Additional information about the Town’s capital assets can be found in Note 5 on pages 55 through 57 in the financial statements.

Long-term debt. On June 1, 2020, the Town entered into Lease Agreements with the Public Property Financing Corporation of California, with assignment of the agreement to Capital One Public Financing for lease financing of $7,680,000. This was cash flow lease financing for construction of the Town Center project. It is a ten (10) year financing with a five (5) year call option.

The Town has made its third-yearly lease payments in the amount of $2,561,672, of which includes $2,116,590 toward principle. The Town is part of a Workers’ Compensation self-insurance risk pool with The Cities Group Joint Powers Authority. Over the years the Town has had assessments to cover the negative workers’ compensation reserve. This was due to existing liability claims against the Town’s equity reserve. In the FY 2022-23 budget there was an appropriation of $62,325 for replenishment of the Workers’ Compensation Equity Reserve for 2022. This amount came from the Workers Compensation Fund residual balance in FY 2022/23. There is anticipation that replenishment of any future depleted reserves will come from the Workers Compensation fund. Over the past several years there has been a build-up of net assets in the fund to mitigate the depletion of the reserves and possibly offset any future additional assessments from Cities Group workers’ compensation JPA.

In Fiscal Year 2014-15, GASB 68 and 71 were implemented for Accounting and Financial Reporting for Pensions. This established standards for measuring and recognizing liabilities, deferred outflows of resources, and deferred inflows of resources, and expense/expenditures. The net pension liability increased $5,629,295 over last fiscal year. As of FY 2022-23, the Town of Atherton reports a net pension liability of $17,868,828 and is as follows:

Miscellaneous Employee Plan: $6,365,417
Safety Employees Plan: $11,503,411
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The Town reported a deferred outflow of resources of $10,478,291 and deferred inflow of resources $4,620,022.

In Fiscal Year 2017-18, GASB 74 and 75 were implemented for the Accounting and Financial Reporting for Postemployment Benefits Other than pensions. This establishes accounting and financial reporting requirements for governments whose employees are provided with OPEB benefits. It also includes requirements similar to pension reporting to address financial reporting for assets accumulated for the purpose of providing OPEB benefits. As of FY 2022-23, the Town of Atherton reports a net OPEB asset of $426,932. This is an increase of $333,588 over last fiscal year.

The increase is due to other assumption changes based on Town service, discount rate, higher investment rate of return, growth, and health care trends.

The Town reported a deferred outflow of resources of $852,730 and inflow of resources $2,505,557 for OPEB.

Additional information on the Town of Atherton’s outstanding debt can be found in note 7 and note 8 on pages 60 through 71 of this report.

Economic Factors and Next Year’s Budgets. Property taxes are still the major revenue source for the Town and comprise 71% of the General Fund revenues. General Fund Property Taxes increased 7.34% to $16,116,493 from the previous year of $15,014,203, an indication that there were new property sales within the town. The Town’s property tax consultant HdL projects that there will be a continued growth increase in sales prices, as fewer homes are for sale. According to HdL, tax revenue is anticipated to level out at 4% to 5% over the next couple of years. Property value increases could be at the maximum 2% CPI, however the high value home prices change of ownership and construction activity on limited inventory in the Town will carry the majority of the increase in property tax revenue in the coming years.

As of FY 2023-24, the Town experienced a Net Taxable Assessed Value increase of 8.15% for a total value of $15.38 Billion. Expectations for FY 2023-24 property tax revenues should show a conservative growth of 4.5% as the housing market prices slightly decrease and home sales trend downward. A result attributed to higher interest rates and fewer properties being offered for sale, HDL Property Tax consultant suggests the Town in future years will be on the conservative assumption on property tax increases ranging from 4.0% to 5.0%. Other General Fund revenues for FY 2023-24 include conservative revenue assumptions and changes in the economy due to increased interest rates. It is important to note the Town’s main source of revenue comes from property taxes. New construction and transfer sales of existing homes drive this increase. The median housing prices decreased by negative 4.75% to $8,100,000. Most other General Fund revenues have seen steady increases over the years based on current trends.

For the current budget, financial assumptions include an increase in property tax revenue projections of approximately 4.5 percent. Building Department and Planning Department revenues are projected to increase by approximately 2.0 percent as construction activity levels off due to current interest rate increases. Staff believes residential improvements and razing of homes will continue as housing inventory is limited. Public Works revenue reflects a 2% increase due to slight building permit activity. All other revenue sources are budgeted between 1.5% to 3% percent. Franchise fees are budgeted at 2% percent based on FY 2022-23 levels. We continue to monitor other Town revenues as we look to get back to normal pre-pandemic levels.
15

The Town has its final residual funds from the Parcel Tax that will be used toward capital projects.

The Town is now turning its focus toward priority capital projects needs in the community. The Town received $2,633,605 in ERAF for the Fiscal Year. This was an increase of $294,541 from FY 2021-

22. ERAF was earmarked in the FY 2022-23 budget as a contribution toward additional allocation for the Town Capital Improvement Projects. With new State guidelines issued to determine a school districts ERAF entitlement, the Town is conservatively setting ERAF at $2.3 million as ERAF remains under threat at the State level. ERAF is considered a vital revenue component for the use on onetime capital projects, reduction of any long-term liabilities, and Town CIP projects and programs. The current use of ERAF is for debt service payments for the lease back financing, long term liabilities, and toward Town capital projects.

The Town’s General Fund operating budget presents a plan for accomplishing the goals and objectives of the City Council within existing resources and core strategy of financial stability in mind.

The FY 2023/24 Operating Budget reflects a positive outlook. With the completion of the Town Center, focus is shifting to other capital projects needs in the Town. There is a renewed focus of capital infrastructure spending on Town Master Plans as we still have many long-term infrastructure needs. The Town continues to implement current City Council priorities focused upon reducing longterm liabilities, addressing capital project needs, and ensuring that operational needs are met. The Town is heavily reliant on property taxes. There is no certainty that the growth will continue at the same pace in recent years, especially with the increase in interest rates. As such the Town continues to explore revenue alternatives to the General Fund. We continue to keep our expenditures in line with our revenues and carefully review our choices for programs and priorities closely monitoring and controlling any discretionary spending. Staff seeks to ensure that the Town’s fiscal position remains positive while continuing current programs, policies, and services. The Town has a tax-exempt lease for cash flow construction financing of the Town Center project. A key characteristic of a tax-exempt lease is a fiscal funding requirement where payments of the lease are dependent upon an annual appropriation by the governing body. This requires that future revenues to the Town be appropriated via installment payments on the debt on an annual basis. The COP amount was $7.68 Million, resulting in an estimated annual debt service for FY 2022-23 of $861,000 and budgeted for FY 2023-24.

The General Fund continues to provide new funding capacity in the next several years for project priorities within the CIP Master Plans. Priority projects are derived from the Bicycle Pedestrian Master Plan, Drainage Master Plan, Green Infrastructure Plan, and Road Improvement Plan. This budget includes a $5.89 million allocation from the Town Unallocated General Fund Balance toward the Town Capital Improvement Fund for CIP projects. This was a result of a review of our Financial Planning Model as we discussed out year saving and spending plans based on Council priorities for the Unallocated General Fund Balance. The process will help in setting aside funding for paying down long-term pension liabilities, COP lease back financing, and capital improvement master plans.

The Town will maintain its annual street maintenance, Neighborhood Traffic Management Action plans, work on Park Master Plan, continue to identify bike pedestrian and drainage maintenance projects. As we continue to review the out-year financial planning, the priorities for use of the Unallocated General Fund Balance will be determined.

During the current fiscal year there has been CIP focus on – • Annual Road Maintenance and Rehabilitation program;
• Green Infrastructure- minor projects;
• Traffic Safety Improvements;
• Bike Pedestrian and identify Drainage projects;
Neighborhood Traffic Management plan; and
• Holbrook Palmer Park Access and Circulation Plan Project; 16

The CIP program serves as a guide in prioritizing community needs through the identification of funding and projects that will be a major focus in the next 5 years. We continue to work on fostering partnerships with other agencies in fulfilling infrastructure needs. Included in the CIP is the improvement of Bike & Pedestrian improvement projects throughout Town as some include Watkins Avenue pedestrian improvements, Selby Lane improvements, and Fair Oaks Lane at Lloyden drive.

Traffic and safety improvements along Alameda De Las Pulgas corridor as these improvements are through grant funding. There are Drainage Master Plan improvements for Atherton Channel assessment and relining upstream of Alameda De La Pulgas, evaluation of drainage of Stockbridge Avenue, Selby Lane, and Almendral Avenue intersections with El Camino. There are also HolbrookPalmer Park Playground improvements, and El Camino Real complete streets Gap closure projects.

There is anticipation that the Atherton Station remodel and the Holbrook-Palmer Park Access and Circulation improvement projects to be completed in the current fiscal year 2023/24. The Town is also working on implementing minor projects from its Green Infrastructure plan mandate.

Paying down long-term liabilities is important to the Town’s fiscal stability. During fiscal year 2022-23 the Town did not make an additional contribution into the OPEB trust to satisfy the minimum annual required contribution for future OPEB liabilities. Total Town contribution to the Trust as of June 30, 2023 is $5,825,270. Beginning March 2023, the retiree health expenses are now being paid out through the PARS Trust. The balance in the PARS Trust as of June 30, 2023 is $8,316,743. The Town maintains a Net OPEB Asset of $426,932.

CalPERS started requiring agencies to pay for their Unfunded Accrued Liabilities (UAL) as dollar amounts rather than a percentage of payroll. This was implemented to recover gains and losses of funded status of plans. Every fiscal year CalPERS invoices municipalities for the unfunded portion of their liabilities. The Town paid $452,652 for Miscellaneous Employees and $815,591 for Public Safety, for a total of $1,268,243 for the PERS unfunded accrued liability portion for FY 2022-23. The anticipated Town UAL portion for FY 2023-24 is $791,076 for public safety and $431,925 for miscellaneous employees. The Town net pension liability is recorded and is based on contributions and investment earnings on the plan. The Town pension liability increased by $5,629,295. The CalPERS board implemented changes to the discount rates, with the discount rate being reduced to

7.375% beginning in FY 2018/19, then to 7.25% in FY 2019/20, 7.0% in FY 2020/21 and 6.8% in FY 2022/23. The CalPERS Board went through its Asset Liability Management (ALM) review in calendar year 2021. The review included the discussion of portfolios with discount rates, adoption of new actuarial assumptions, and strategic asset allocation. The ALM process coincided with an exceptional year of investment returns. The CalPERS investment returns for FY 20/21 were 21.3%.

The double-digit return triggered the CalPERS Funding Risk Mitigation Policy. This policy reduces funding risk only after a great investment year. The 21.3% investment return fell within an additional investment return threshold required for a reduction in the discount rate. In November 2021, the CalPERS board reduced the discount rate to 6.8% and set it as the new baseline rate beginning July 2022. It was discussed that agency plans will likely see increases in both the normal costs and the accrued liabilities, resulting in higher required employer contributions. Analysis on future costs will continue to be a focus as we intend to meet long-term obligations and Town operating expenditures.

The CalPERS investment returns for FY 2022/23 ending June 30, 2023, was 6.2%. The previous fiscal year had a negative 6.1% return on investment. The negative return of 6.1% in FY 2021/22 is reflective in the contribution rates and UAL for FY 2024/25. It is important to note that the investment returns for FY 2022/23 will be reflected in the June 30, 2023 actuarial valuation reports. Any gains and losses will impact employer contribution rates for public agencies in FY 2025/26.

The Town does not currently have any constraints on making its payments and is far better positioned than most agencies that are reliant on sales tax and transient occupancy tax revenues.

OPEB liabilities were included in the financials for the first time in FY 2017-18 and the Town has a net asset of $426,932. The Town began using the PARS OPEB Trust to make payment on retiree health benefits during March 2023.
17

Requests for Information
This financial report is designed to provide a general overview of the Town of Atherton’s finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Director, 91 Ashfield Road, Atherton, CA 94027 or www.ci.atherton.ca.us. 18

TOWN OF ATHERTON

STATEMENT OF NET POSITION AND

STATEMENT OF ACTIVITIES
The Statement of Net Position and the Statement of Activities summarize all of the Town’s financial activities and financial position. They are prepared on the same basis as is used by most businesses, which means they include all of the Town’s assets and liabilities, as well as all its revenues and expenses. This is known as the full accrual basis—the effect of all the Town’s transactions is taken into account, regardless of whether or when cash changes hands, but all material internal transactions between Town funds have been eliminated.

The Statement of Net Position reports the difference between the Town’s total assets and the Town’s total liabilities, including all the Town’s capital assets. The Statement of Net Position presents similar information to the old balance sheet format, but presents it in a way that focuses the reader on the composition of the Town’s net position, by subtracting total liabilities and deferred inflow of resources from total assets and deferred outflow of resources.

The Statement of Net Position summarizes the financial position of all of the Town’s Governmental Activities in a single column, and the financial position of all of the Town’s Business-Type Activities in a single column. These columns are followed by a Total column that presents the financial position of the entire Town.

The Town’s Governmental Activities include the activities of its General Fund, along with all its Special Revenue, and Capital Projects Funds.

The Statement of Activities reports increases and decreases in the Town’s net position. It is also prepared on the full accrual basis, which means it includes all the Town’s revenues and all its expenses, regardless of when cash changes hands. This differs from the “modified accrual” basis used in the fund financial statements, which reflect only current assets, current liabilities, available revenues and measurable expenditures.

The Statement of Activities presents the Town’s expenses, listed by program. Program revenues—that is, revenues which are generated directly by these programs—are then deducted from program expenses to arrive at the net expense of governmental program. The Town’s general revenues are then listed in the Governmental Activities column, as appropriate, and the Change in Net Position is computed and reconciled with the Statement of Net Position.

These financial statements, along with the fund financial statements and footnotes, are called Basic Financial Statements.
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TOWN OF ATHERTON

STATEMENT OF NET POSITION
JUNE 30, 2023
Governmental
Activities
ASSETS
Cash and investments (Note 3) $36,472,389
Receivables:

Taxes 549,624
Grants 39,216
Interest 84,919
Other 51,587
Prepaid expenses 46,093
Net OPEB Asset, due in more than one year (Note 8) 426,932 Capital assets (Note 5):

Non-depreciable 2,039,282
Depreciable, net 83,261,164
Total Capital Assets 85,300,446
Total Assets 122,971,206

DEFERRED OUTFLOWS OF RESOURCES
Related to pensions (Note 7) 10,478,291
Related to OPEB (Note 8) 852,730
Total Deferred Outflows of Resources 11,331,021

LIABILITIES
Accounts payable 813,156
Accrued liabilities 444,580
Deposits payable 4,718,142
Deferred revenue
Unearned revenue 24,198
Claims payable (Note 9)
Due in less than one year 62,590
Compensated absences (Note 1G)
Due in less than one year 613,272
Due in more than one year 483,101
Other Long term liabilities (Note 10)
Due in less than one year 1,057,178
Due in more than one year 5,632,964
Net pension liability, due in more than one year (Note 7) 17,868,828 Total Liabilities 31,718,009

DEFERRED INFLOWS OF RESOURCES
Related to pensions (Note 7) 4,620,022
Related to OPEB (Note 8) 2,505,557
Total Deferred Inflows of Resources 7,125,579
NET POSITION (Note 6):

Net investment in capital assets 79,739,647
Restricted for:

Streets and drainage maintenance and police services 1,220,781 Library operations 2,486,142
Public facilities constructions 285,768
Special revenue projects 2,415,414
Capital projects 5,538,285
Unrestricted 3,772,602
Total Net Position $95,458,639
See accompanying notes to financial statements
20

TOWN OF ATHERTON

STATEMENT OF ACTIVITIES
FOR THE YEAR ENDED JUNE 30, 2023
Net (Expenses)
Revenue and
Changes in
Net Position
Operating Capital
Charges for Grants and Grants and Governmental
Functions/Programs Expenses Services Contributions Contributions Activities Primary Government:

General government $3,379,255 $37,200 ($17,104) ($3,359,159) Public works 5,349,654 1,641,841 1,095,042 $346,932 (2,265,839) Police 7,351,636 192,741 26,145 (7,132,750)
Building 1,105,653 1,548,385 442,732
Planning 935,145 321,042 (614,103)
Total Governmental Activities $18,121,343 $3,741,209 $1,104,083 $346,932 (12,929,119) General revenues:

Taxes:

Property taxes 17,236,339
Sales taxes 300,138
Other taxes 1,839,702
Total Taxes 19,376,179
Investment earnings 505,975
Miscellaneous 151,241
Total General Revenues 20,033,395
Change in Net Position 7,104,276
Net Position-Beginning 88,354,363
Net Position-Ending $95,458,639
See accompanying notes to financial statements
Program Revenues
21

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MAJOR GOVERNMENTAL FUNDS
The funds described below were determined to be Major Funds by the Town in fiscal 2023. Individual non-major funds may be found in the Supplemental Section.

GENERAL FUND
The General Fund accounts for all the general revenues and financial resources of the Town not specifically levied or collected for the other Town funds, as well as the related expenditures.

SPECIAL TAX SPECIAL REVENUE FUND
Accounts for parcel tax assessments received from property owners to be used for maintenance of streets drainage and police services. The tax assessment is no longer collected. Fiscal year 2017-18 was the last year of collection. Residual funds remain.

LIBRARY SPECIAL REVENUE FUND
Accounts for the property tax funds dedicated to the Town’s library operations.

FACILITIES CONSTRUCTION CAPITAL PROJECTS FUND
Accounts for the funds dedicated to facilities construction.

CAPITAL IMPROVEMENT CAPITAL PROJECTS FUND
Accounts for capital improvement construction costs and financing sources. 23

TOWN OF ATHERTON

GOVERNMENTAL FUNDS

BALANCE SHEET
JUNE 30, 2023
Facilities Capital
Special Library Construction Improvement
Tax Special Special Capital Capital
General Fund Revenue Fund Revenue Fund Projects Fund Projects Fund ASSETS
Cash and investments (Note 3) $19,046,861 $606,553 $2,497,721 $287,739 $4,648,365 Receivables:

Taxes 454,842
Grants 7,485 31,731
Interest 84,919
Other 51,587
Prepaids 46,093
Total Assets $19,691,787 $606,553 $2,497,721 $287,739 $4,680,096

LIABILITIES
Accounts payable $586,874 $56,434 $11,579 $1,971 $114,894 Accrued liabilities 444,580
Unearned revenue 24,198
Deposits payable 4,718,142
Total Liabilities 5,773,794 56,434 11,579 1,971 114,894

FUND BALANCES
Fund balance (Note 6):

Nonspendable 46,093
Restricted 550,119 2,486,142
Committed 2,670,000
Assigned 146,372 285,768 4,565,202
Unassigned 11,055,528
Total Fund Balances 13,917,993 550,119 2,486,142 285,768 4,565,202 Total Liabilities and Fund Balances $19,691,787 $606,553 $2,497,721 $287,739 $4,680,096 See accompanying notes to financial statements
Major Funds
24