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Andy Malone, PG
Hydrogeologist
Andy is a Hydrogeologist with over 25 years of professional experience in water resources consulting and in geologic sciences. His technical expertise includes sedimentary geology, tectonics, basin characterization, hydrogeologic and hydrologic analyses, aquifer mechanics, geographic information systems (GIS), and database design and implementation. Andy develops investigative strategies for hydrogeologic studies, leads stakeholder technical committees, manages projects and staff, works to increase the technical expertise of the company, and mentors and guides junior staff as they develop into the next generation of expert water resources professionals.
At present, Andy is managing engineering services for the Chino Basin Watermaster, where he is leading sophisticated hydrogeologic investigations in pumping induced land subsidence, groundwater/surface water interactions, and the monitoring of groundwater dependent ecosystems; leading an effort with the Six Basins Watermaster to develop and implement an improved water resources management program in the Six Basins to maximize the beneficial use of the groundwater basin; leading an effort to develop a Groundwater Sustainability Plan for the Spadra Basin; leading all technical services for the newly established Borrego Springs Watermaster; and, developing a groundwater monitoring program in the Coachella Valley Groundwater Basin to support a Salt and Nutrient Management Plan.
Earlier in his career, Andy was the Lead Geologist in the development of a hydrogeologic conceptual model of the Chino Basin that was subsequently translated into a very well calibrated numerical groundwater flow model. Andy continues to work with the modeling team to refine the conceptual model based on new geologic and monitoring data and to use the model to inform numerous basin management initiatives, such as the management of land subsidence. Andy's professional experience also includes employment as a Field Geologist for the Indiana State Geological Survey and as a geology instructor at Saddleback College in Southern California.
EXPERIENCE
Prado Basin Habitat Sustainability Program, Chino Basin Watermaster, Riverside, San Bernardino and Orange Counties, CA: Project Manager. Andy is conducting ongoing investigations to determine whether the groundwater management plan in the Chino Basin is having adverse impacts on a groundwater dependent riparian habitat in the downgradient portion of the basin. The investigation is a monitoring and mitigation requirement of the EIR for the groundwater management plan. The intent of this investigation is to characterize the historical, current, and future extent and quality of riparian habitat, and if degradation of the riparian habitat is documented, to provide information on the cause(s) of that degradation. If the cause(s) of degradation are attributed to the implementation of the groundwater management plan, the data from the investigation will aid in the development of efficient and effective mitigation STAFF TITLE: Principal Geologist II
YEARS OF EXPERIENCE: 25
PROFESSIONAL REGISTRATIONS
■ Professional Geologist,
California No. 8700
EDUCATION
■ MS, Geological Sciences, Indiana
University Bloomington
■ BA, Geological Sciences,
University of California, Santa
Barbara
■ BA, Environmental Studies,
University of California,
Santa Barbara
PROFESSIONAL AFFILIATIONS
■ National Ground Water
Association
■ Groundwater Resources
Association of California (GRA)
■ South Coast Geological Society
measures. Andy and his team designed the monitoring
program and investigation, and they are now implementing it. The investigation includes remote sensing and field surveys of the riparian habitat, the construction of monitoring wells and ongoing monitoring of water levels and quality, monitoring of surface water discharge and quality, monitoring of climatic trends, and analysis of other factors that can affect riparian habitat such as pests and wildfire. These data are analyzed and reported annually to a Watermaster subcommittee, which is led by Andy. The annual reports
include recommendations for modifications to the monitoring program and a proposed budget for the following fiscal year.
Coachella Valley Salt and Nutrient Management Plan
(SNMP) Update, Coachella Valley Water District,
Coachella, CA: Project Manager and Principal Geologist.
The State Water Board's Recycled Water Policy requires
the stakeholders in the Coachella Valley to develop an
SNMP that sustainably manages salt and nutrient loading in the Coachella Valley Groundwater Basin (Basin) to
protect its beneficial uses. In 2015, the Coachella Valley stakeholders submitted an SNMP to the Regional Board
(2015 SNMP); however, the Regional Board found the 2015 SNMP insufficient. Of concern to the Regional Board was the insufficiency of the proposed monitoring program to fill data gaps and adequately characterize the spatial and vertical distribution of water quality conditions; lack of an antidegradation analysis to support salt and nutrient loading from the use and recharge of Colorado River water; and the absence of proposed implementation measures to
manage salt and nutrient loading on a sustainable basis. Of concern to the Coachella Valley stakeholders was the ability for continued use and recharge of Colorado River water, which is a critical source of supplemental water to support the sustainability of the Basin and the economy of the
Coachella Valley. In 2020/21, Andy led a multi stakeholder effort, including the Regional Board staff, in the development of a workplan to update the 2015 CV SNMP (CV SNMP
Development Workplan). The workplan includes a major
redesign of the SNMP groundwater monitoring program and a technical process to set numeric TDS objectives for the Basin.
The Regional Board approved the proposed groundwater
monitoring program in February 2021 and approved the CV SNMP Development Workplan in October 2021. Currently,
Andy is leading a multi -stakeholder effort to implement the CV-SNMP Development Workplan.
Lead Technical Consultant, Borrego Springs Watermaster, Borrego Springs, CA: Lead Technical Consultant for the
Borrego Springs Watermaster. In this role, Andy leads a Technical Advisory Committee (TAC) and an Environmental Working Group (EWG). TAC responsibilities include making recommendations to the Board on all technical matters,
including the periodic redetermination of Sustainable
Yield and the implementation of a 75% ramp down in
groundwater pumping through 2040 to achieve sustainability.
EWG responsibilities include making recommendations to
the Board on all environmental matters as it implements the Stipulated Judgment to comply with the Sustainable
Groundwater Management Act. Major activities and areas
of interest of the EWG include groundwater dependent
ecosystems, management of fallowed lands and the potential for participating in biological mitigation projects, addressing improperly abandoned wells, and management of non native (invasive) species for water conservation purposes.
Wasteload Allocation for the Santa Ana River Watershed, Santa Ana Watershed Project Authority — Basin Monitoring Program Task Force, Orange County, CA: Project Manager.
Andy led this study of the existing wasteload allocation for the Santa Ana River Watershed. The purpose of the study was to evaluate whether the existing wasteload allocation for Public Owned Treatment Works (POTW) discharge of total dissolved solids (TDS) and total inorganic nitrogen (TIN) was compliant with the water quality standards in the Water Quality Control Plan for the Santa Ana Basin (Basin Plan). To conduct this study, Andy and the modeling team updated and used the
Wasteload Allocation Model (WLAM)—a numerical computer
simulation model of surface water discharge, quality, and streambed recharge. The WLAM simulated updated plans for wastewater discharge and stormwater conservation and used a set of elegant procedures and explanatory data graphics to evaluate the existing wasteload allocation with respect to the surface water and groundwater standards in the Basin Plan. The Regional Board uses the results of the wasteload allocation studies to review and revise the Basin Plan and POTW discharge permits if necessary.
Andy Malone, PG I Page 2
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Veva Wea m e r
Veva has 15 years of professional experience in environmental and geological science.
Veva is a Supervising Scientist with a focus on the managing the implementation of various regulatory compliance programs for agencies in Southern California. Her areas of expertise include database management, data analysis, water quality monitoring and analysis, salt and nutrient analysis, Geographical Information Systems (GIS), and groundwater and surface water monitoring program implementation and evaluation.
Veva graduated from California State University, Fullerton in 2005 with a Bachelors in Geological Sciences. In 2007, she completed her Master's in Environmental Studies degree from California State University, Fullerton with an emphasis in water resources management. Her master's research involved the quantification of groundwater movement and aquifer characterization of the Harper Lake Basin located in Mojave Desert, California, using GIS tools and bore log data, Veva was awarded the 2006 Prem K. Saint award for outstanding work in hydrogeology for her research.
EXPERIENCE
Prado Basin Habitat Sustainability Program, Prado Basin Habitat Sustainability Committee, Chino Basin Watermaster, Rancho Cucamonga, CA: Project Manager.
Veva leads the Prado Basin Habitat Sustainability Program (PBHSP), which is implemented by the Prado Basin Habitat Sustainability Committee (PBHSC). The PBHSC is comprised of Chino Basin Stakeholders. The key element of the PBHSP is an adaptive monitoring program intended to characterize the historical, current, and future extent and quality of the riparian habitat in the Prado Basin Management Zone in the southern portion of the Chino Basin, and to provide information on the cause(s) of riparian habitat degradation if documented. Data from the monitoring program will aid in the development of efficient and effective mitigation measures if the cause(s) of degradation are conclusively attributed to Peace II Implementation.
The monitoring program consists of integrated programs for the monitoring of riparian habitat and monitoring of factors that can potentially affect riparian habitat, which include groundwater, surface water, weather, and climate. Data from the monitoring program is analyzed, interpreted, and reported on annually. The annual reporting and analysis form the basis to adjust the monitoring program, if necessary, to achieve the objectives of the PBHSP. Veva is responsible for managing all components of the monitoring program for the PBHSP. Veva is also responsible for writing an annual report that discusses and interprets the monitoring data and any related groundwater - modeling results, describes recommended measures to mitigate significant adverse impacts to the riparian habitat (if applicable), and recommends activities for the subsequent year monitoring program. Veva presents the annual report contents to the PBHSC to facilitate Stakeholder input and suggested revisions for the recommendations for the monitoring program and mitigation measures, if necessary.
Veva is also responsible for preparing the subsequent fiscal year budget for the PBHSP based on the recommendations for modifications to the monitoring program in the annual report.
STAFF TITLE: Principal Scientist I
YEARS OF EXPERIENCE: 15
EDUCATION
■ MS, Environmental Studies,
California State University,
Fullerton, December 2007
• BS, Geological Sciences, California
State University, Fullerton, June
2005
PROFESSIONAL AFFILIATIONS
• Groundwater Resources
Association of California
Monitoring and Reporting for the Adaptive Management
and Monitoring Program to Evaluate the Potential Effects of Reduction of Treated Wastewater Discharged by
Western Riverside County Regional Wastewater Authority
(WRCRWA), West Riverside County, CA: Project Manager.
Veva led the adaptive monitoring program to evaluate trends in groundwater and vegetation near and downstream of the discharge location of WRCRWA treatment plant to determine whether the planned reduction in wastewater discharge
will cause declining groundwater levels and/or reduction in the riparian vegetation health. West Yost helped setup and performed high -frequency groundwater elevation monitoring at nine dedicated monitoring wells and surface water level monitoring at the Oxbow Pond and coordinate the bi-
annual vegetation monitoring. Annual reports are prepared summarizing the monitoring results, conclusions, and
recommendations. Thus far the monitoring and reporting is for Phase One prior to the reduction in wastewater discharge.
Preparation of a Groundwater Sustainability Plan,
Spadra Basin Groundwater Sustainability Agency (GSA),
Walnut, CA: Project Manager. Veva led the development
of the Groundwater Sustainability Plan for the Spadra
Basin Groundwater Sustainability Agency, which was a
collaborative effort of the Walnut Valley Water District and the City of Pomona. The Spadra Basin is a groundwater
basin located in eastern Los Angeles County. The project included supporting the GSA in stakeholder engagement;
preparation of a hydrogeologic database; monitoring well construction to fill data gaps; construction and calibration of a groundwater -flow model; development of sustainable management criteria for the basin; evaluation of sustainability of future "Baseline" conditions; description of new projects or management actions to achieve sustainability for four "Basin Optimization Scenarios"; conduct modeling evaluation of the Basin Optimization Scenarios; preparation of long-term cost analyses for Baseline and Basin Optimization Scenarios; identification of the preferred Basin Optimization Scenario; and preparation of the Groundwater Sustainability Plan
through a public -review process. The final GSP for the Spadra Basin was completed and adopted in May 2022.
Updated Plan for Mitigation of Temporary Loss of
Hydraulic Control in the Chino Basin, Chino Basin
Watermaster and Inland Empire Utilities Agency (IEUA),
Rancho Cucamonga, CA: Senior Scientist. Veva supported
development of a 2022 update to the 2005 Mitigation Plan of Temporary Loss of Hydraulic Control in the Chino Basin (2022 Mitigation Plan), required by the Santa Ana Regional Board. The operation of the Chino Desalters is necessary to attain hydraulic control of the Chino -North Groundwater Management Zone, which is a requirement of the maximum - benefit commitments in the Watermaster's and IEUA's Salt and Nutrient Management Plan (SNMP) for the Chino Basin are related to hydraulic control and Chino Desalter pumping.
West Yost used the Chino Valley Model and other modeling tools to assess the potential for a temporary loss of hydraulic control from various scenarios of pumping reductions at the Chino Desalter wells. The results were used to prepare new regulatory hydraulic control definitions related to Chino Desalter pumping and the updated Mitigation Plan for
Temporary Loss of Hydraulic Control. The 2022 Mitigation Plan was submitted to the Santa Ana Regional Board in June 2022. Veva developed the various scenarios to simulate with the modeling tools, reviewed results with the Watermaster, IEUA, and the Chino Basin Desalter Authority, and helped prepare the 2022 Mitigation Plan that was submitted to the Santa Ana Regional Board.
FY 2O21 /22 Basin Planning Priorities to Update the Santa Ana River Watershed SNMP, Basin Monitoring Program
Task Force (administered by the Santa Ana Watershed
Project Authority), Riverside County, CA: Project Manager and Senior Scientist. Veva provided regulatory and technical support through a stakeholder process to assess the Santa Ana River Basin Plan SNMP for compliance with the 2019
Recycled Water Policy. For this project, West Yost prepared an updated watershed -wide groundwater monitoring program, a surface water monitoring program, and recommendations for updated technical methods to assess assimilative capacity through periodic computation of ambient water quality.
Veva is the Project Manager leading the development and preparation of the updated surface water monitoring program for the Santa Ana River to assess compliance with the TDS and nitrogen surface water objectives in the Basin Plan.
CONFERENCE PRESENTATIONS/
PROCEEDINGS
■ Weamer, V.M. (2020) Utilizing the Normalized Difference Vegetation Index (NDVI) to Monitoring Groundwater
Dependent Ecosystems with Satellites and Groundwater
Level Data. Presented at the Groundwater Resources
Association Western Groundwater Congress Goes Virtual
Hollywood. September 14-17, 2020.
■ Weamer, V.M. (2021) Utilizing the Normalized Difference Vegetation Index (NDVI) to Monitor Groundwater
Dependent Ecosystems (GDEs). Presented at the
Groundwater Resources Association of California, The
Future of Water Conference. February 23-24, 2021.
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Water. Engineered.
Carolina Sanchez, PE
Carolina has eight years of professional experience in the water resources industry.
Her skills include groundwater monitoring, numerical analysis, water resources, and GIS. As a Senior Engineer, Carolina is involved in a variety of projects. Her tasks include: analysis of groundwater level and water quality data; data management; California Statewide Groundwater Elevation Monitoring (CASGEM) compliance; developing charts and contour maps to characterize groundwater flow systems and associated water quality; conducting hydrologic and hydraulic analyses of groundwater recharge using imported, recycled, and storm waters; modeling groundwater production trends; creating tables, charts, and maps to analyze and characterize surface water discharge and associated water quality; and reconnaissance -level design of surface water management facilities.
EXPERIENCE
Development of a Strategic Plan for the Six Basins, Six Basins Watermaster, Lake Forest, CA: Project Engineer. Carolina supported the development of the Strategic Plan for the Six Basins Watermaster. The objective of the Strategic Plan is to develop a water -resources management program that sustains and enhances the water supplies available to the Six Basins parties in a cost-effective manner and in accordance with the Six Basins Judgment. This effort began in early 2012 and included the preparation of a comprehensive "state of the basin" report and the articulation of the issues, needs, and wants of the Watermaster Parties —individually and collectively as a group.
This information was used to define Strategic Plan project alternatives. The evaluation of the alternatives required the use of surface water and groundwater computer - simulation models. Carolina developed a project economic forecasting tool to estimate the annual water supply cost for each party for the "no strategic" plan, or baseline case, and for alternative management plans being considered in Strategic Plan development. She was responsible for analyzing water production trends; hydrologic and hydraulic modeling of increased stormwater diversion and recharge at the San Antonio and Thompson Creek Spreading Grounds; and the preparation, of maps, charts, and tables to communicate the results of groundwater model simulations of the Strategic Plan alternatives. She also worked on the final report, documenting the development of the Strategic Plan, and a planning proposal for the implementation of the Strategic Plan. Currently, she is working on the implementation of the Strategic Plan, which includes developing planning scenarios for the Six Basins Parties, coordinating with groundwater modelers, and coordinating with the environmental consultants for the preparation of the Programmatic Environmental Impact Report.
San Juan Basin Groundwater and Desalination Optimization Program, San Juan Basin Authority, Orange County, CA: Project Engineer. Carolina supported the San Juan Basin Groundwater and Desalination Optimization Program. In this project, her team evaluated the physical and economic feasibility of projects to increase recharge in the basin with storm and recycled waters, implemented a seawater extraction barrier, and optimized production schemes to adaptively manage groundwater storage STAFF TITLE: Senior Engineer I
YEARS OF EXPERIENCE: 8
PROFESSIONAL REGISTRATIONS
• Professional Civil Engineer,
California, No. 85598
EDUCATION
• MS, Civil and Environmental
Engineering, Stanford University
• BS, Civil Engineering,
Loyola Marymount University,
Los Angeles
PROFESSIONAL AFFILIATIONS
• Groundwater Resources
Association of California
• Technical Board, Thirst Project
in wet and dry climate cycles. Other key components of the feasibility study were to evaluate the regulatory challenges of implementing the recycled water recharge projects and issues associated with recharging water in an impaired
basin. Carolina was involved in performing the surface water modeling to calculate new yield; coordinating with the
groundwater flow modelers; analyzing MT3D groundwater
quality modeling results; and calculating recycled water underground retention time. She was also involved in
preparing preliminary designs and operating plans for a new in -stream rubber dam system to turn a stream into 2.5 -mile - long recharge basin.
Recharge Master Plan Update (RMPU), Chino Basin
Watermaster, Rancho Cucamonga, CA: Project Engineer.
Carolina supports the implementation of the 2013
Amendment to the 2010 RMPU. The 2010 RMPU utilized
state-of-the-art surface water models, developed to estimate stormwater recharge in spreading basins and in localized recharge facilities that will be constructed to comply with the 2010 Municipal Separated Storm Sewer System (MS4)
permits. The investigation also determined the existing recharge capacity for imported and recycled waters and
future recharge capacity requirements. Subsequent to
the approval of the 2010 RMPU, the 2010 Urban Water
Management Plans were released, and the groundwater
production projections were substantially less than assumed in the 2010 RMPU. A Stakeholder Committee (Steering
Committee) was formed to conduct further analysis of the projects recommended in the 2010 RMPU, to introduce and analyze new yield enhancement and production sustainability projects, and to develop a finance and implementation
plan for the recommended projects. The 2013 Amendment
was approved by the stakeholders and the Court. Carolina is responsible for the preliminary hydrologic and hydraulic design work to refine recharge projects and for reviewing interim submittals from design contractors.
In 2018, Carolina was the Project Engineer for the
development of the 2018 RMPU. The work to develop the
2018 RMPU included working with Watermaster Staff to
lead the Steering Committee meetings and workshops and
presenting technical information to the Chino Basin pools and Board. Carolina was also responsible for characterizing projected availability and cost of imported water, identifying the need for additional recharge capacity in the Basin, and preparing the report. The 2018 RMPU was approved by the Watermaster Board in September 2018 to meet the October 2018 deadline of the Court submittal.
Shallow -Groundwater Characterization Study (2021).
Victor Valley Wastewater Reclamation Authority, CA:
Project Engineer and Manager. Carolina led a hydrogeologic study for the Victor Valley Wastewater Reclamation
Authority (VVWRA). The VVWRA is experiencing high -
groundwater conditions at its Victor Valley Regional
Wastewater Treatment Plant (WWTP). Specifically, Ponds
1-6 located at the lowest elevations on site are continuously filled with shallow groundwater. West Yost prepared maps, hydrogeologic cross -sections, Piper diagrams, and tables of water chemistry results. These work products were analyzed to demonstrate that demonstrate that (1) the surface water in Pond 6 is shallow groundwater that originates primarily from effluent discharged to the upgradient percolation
ponds and (2) the quality of water in Pond 6 does not
exceed the effluent limitations in the VVWRA's Waste
Discharge Requirements permits.
PUBLICATIONS
• Choy, J., Moran, T., McGhee, G., Szeptycki, L., Nelson, R., Rohde, M., Maynard, J., Sanchez, C., Van Siembrouck, P., Porath, M., Carlson, J. Water in the West: Understanding California's Groundwater website (2014) Accessed:
December 18, 2020.
httos://waterinthewest.stanford.edu/groundwaterj
CONFERENCE PRESENTATIONS/
PROCEEDINGS
• Sanchez, C., Malone, A., Abelson, J. (2020) Enhancing Groundwater Basin Management through MS4 Permit
Compliance. Presented at the Groundwater Resources
Association Western Conference.
• Sanchez, C. (2022) How to Comply With Non -Existent
Objectives? The Need for and Development of a Salt and
Nutrient Management Plan in the Upper Temescal Valley.
Presented at the California WateReUse Conference.
• Sanchez, C., Rapp, G. (2022) Leveraging Existing
Information to Assess the Potential Impacts of Managed
Aquifer Recharge Projects. Presented at the 11th
International Symposium On Manager Aquifer Recharge.
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Lucy Hedley
Lucy has five years of professional experience in the water resources industry. Her technical expertise includes data management, water quality analysis, Geographical Information Systems (GIS) and geospatial analysis, and ground and surface water monitoring program implementation. As a Project Scientist and Manager, she has experience in estimating spatially distributed groundwater contaminant concentrations through kriging, analyzing Landsat NDVI data for vegetation monitoring, and managing large water quality databases, as well as experience in the collection of surface water and groundwater quality samples, measurement of groundwater levels, and installation of pressure transducers and data retrieval. While working on her master's degree, Lucy was awarded a Sustainable Water Markets Fellowship in 2017 from the Catena Foundation to study innovative ways to manage water and achieve multi benefit solutions. For her thesis project, she worked as part of a team for Legacy Works Group and Friends of the Teton River to develop a watershed management plan for the Teton Valley, ID, and to create a program to increase incidental groundwater recharge in the valley.
EXPERIENCE
Prado Basin Habitat Sustainability Program, Prado Basin Habitat Sustainability Committee (PBHSC), Chino Basin Watermaster, Rancho Cucamonga, CA: Scientist.
Lucy serves as a project scientist for the Prado Basin Habitat Sustainability Program (PBHSP). The key element of the PBHSP is an adaptive monitoring program intended to characterize the historical, current, and future extent and quality of the riparian habitat in the Prado Basin Management Zone in the southern portion of the Chino Basin, and to provide information on the cause(s) of riparian habitat degradation, if documented.
Data from the monitoring program will aid in the development of efficient and effective mitigation measures if the cause(s) of degradation are conclusively attributed to groundwater management practices in the Chino Basin. The program consists of monitoring of riparian habitat and the factors that can potentially affect riparian habitat health, which include groundwater levels/quality, surface water, weather, climate, invasive species, and fire. Each year, data from the monitoring program is analyzed, interpreted, and reported. The annual reporting and analysis form the basis to adapt the monitoring program, if necessary, to achieve the objectives of the PBHSP. Lucy is responsible for managing the field program data, collecting and analyzing other relevant data, including Landsat radar data and vegetation monitoring data. These data are used to prepare explanatory charts and maps of the health of the Prado Basin vegetation. Lucy contributes interpretation of the integrated data sets and any related groundwater -modeling results; and presents the annual report conclusions to the PBHSC to facilitate Stakeholder input to the PBHSP.
Chino Basin Optimum Basin Management Program State of the Basin Report, Chino Basin Watermaster, Rancho Cucamonga, CA: Project Manager. Lucy was the project manager for the preparation of the 2022 State of the Basin Report, in which she managed a team of scientists, engineers, and geologists to prepare the STAFF TITLE: Associate Scientist I
YEARS OF EXPERIENCE: 5
EDUCATION
• Master of Environmental Science
and Management (MESM), Bren
School of Environmental Science
& Management, University of
California, Santa Barbara
• BS, Biology with a minor in
economics and specialization in
environmental studies, Davidson
College
PROFESSIONAL AFFILIATIONS
• Groundwater Resources
Association of California
six sections of the report. The report is a court -ordered document, prepared pursuant to the Chino Basin Optimum
Basin Management Program (OBMP) and subsequent
implementation plans and agreements. The State of the Basin Report demonstrates: the current physical state of the Chino Basin with regard to climate, basin production, groundwater recharge, groundwater levels, groundwater quality, and land subsidence. It is intended to demonstrate the Watermaster's, progress in implementing the OBMP since July 2000 when
the Chino Basin Watermaster commenced implementation
of the investigations, monitoring programs, and management strategies defined in the OBMP. The report features detailed exhibits that characterize and interpret key hydrogeologic conditions. Lucy is also responsible for preparing the data and analysis within the reports groundwater quality section, which includes analysis of potential contaminants of concern in the Basin, a geospatial analysis of multiple point -source contamination plumes, and exhibits characterizing the
ambient TDS and nitrate concentrations in the Basin. In addition to processing and analyzing the data and compiling the exhibits for the groundwater quality section.
Salt and Nutrient Management Plan Monitoring Program
(SNMP), San Juan Basin Authority, Various, CA: Project
Manager Lucy is responsible for the implementation of the watershed wide groundwater and surface water monitoring program that supports the San Juan Creek SNMP. The work plan for this monitoring program was completed in 2016 and included over 30 surface and groundwater monitoring sites throughout the watershed. Lucy is responsible for the field implementation of the program, as well as the data analysis and project reporting. As part of the field implementation of the program, Lucy is responsible for working with field staff to coordinate the collection of samples in the field; reviewing the data in the HydroDaVESM database; and modifying the monitoring program to meet its objectives and to improve field implementation logistics for long term implementation.
Lucy is also responsible for collecting, compiling, and checking recycled water, surface water, and groundwater data collected from other entities performing monitoring in the watershed. Lucy prepares annual reports on the analysis and interpretations of the data collected for the program.
Chino Basin Watermaster Groundwater and Surface Water
Database, Chino Basin Watermaster, Rancho Cucamonga,
CA: Lucy is responsible for the management and
maintenance of the Chino Basin Watermaster's database. She manages a team of scientists that collect, compile, and upload all publicly available datasets online, and coordinates with public and private entities within the Chino Basin on a routine basis to keep the database up to date. Lucy is responsible for the review and QA/QC of all data collected and uploaded to the database. The Chino Basin Watermaster database
is critical to support a variety of Watermaster functions, such as reporting for various regulatory requirements and analyses to understand changes in the basin as groundwater management strategies are implemented over time.
Upper Temescal Valley Salt and Nutrient Management
Plan, Elsinore Valley Municipal Water District (EVMWD) and Eastern Municipal Water District (EMWD), Lake Elsinore, CA: Responsible for assisting in the implementation of the SNMP monitoring program by collecting biweekly and monthly water samples at seven surface water monitoring stations during the winter/spring and summer/fall. These samples are delivered to and analyzed by the EMWD laboratory. Lucy has also assisted with quarterly groundwater quality sampling. The data collected during these surface water and groundwater sampling events are being used to prepare an SNMP to support EVMWD and EMWD's recycled water discharge and reuse plans in the Upper Temescal Valley. The data collected as part of this monitoring program are used to estimate current ambient water quality and assimilative capacity, and project future TDS and nitrogen concentrations.
Chino Basin Recycled Water Groundwater Recharge
Program, Chino Basin Watermaster, Rancho Cucamonga,
CA: Lucy oversaw the collection of quarterly groundwater elevation data at 32 wells in the Chino Basin for the purpose of monitoring the impact of recycled water recharge on basin water levels. In addition to collecting manual groundwater elevation measurements in the field, Lucy maintained and downloaded pressure transducers and data loggers that
measure piezometric head. These data are submitted to
the Santa Ana Regional Water Quality Control Board on
behalf of the Chino Basin Recycled Water Groundwater
Recharge Program, pursuant to a recharge permit with co permittees—the Inland Empire Utilities Agency and Chino Basin Watermaster. The program is part of a comprehensive water supply program to enhance water supply reliability and improve groundwater quality in Chino Basin by increasing the recharge of stormwater, imported water, and recycled water.
PUBLICATIONS
• Burchenal, K., Campbell, M., Hedley, L., Honn, E., Reeder, T. (2018). Augmenting Summer Streamflow; Innovative
Approach in the Teton River, Idaho. The Water Report.
Issue #173. Envirotech Publications.
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Water. Engineered.
Eric W.H. Chiang, PhD
Eric's experience has focused on research and application in the areas of numerical groundwater and surface water modeling, 3D Visualization, software development, data management, planning and decision analysis, and geographic information systems (GIS). Eric develops and applies several computer software packages, notably Processing MODFLOW, a graphical user interface for groundwater and surface water flow and transport modeling with MODFLOW, MODPATH, MT3D, GSFLOW, SEAWAT, and PEST. He applies Processing MODFLOW in many modeling projects to assist in planning, decision making, regulatory compliance, and to facilitate stakeholder involvement and understanding.
In addition, he develops and applies HydroDaVE — a cloud based groundwater and surface water data management system that enables users to remotely manage, visualize, analyze, and share groundwater, surface water, climatic data, and model results on a map based user interface. He incorporates innovative remote sensing or model based data in HydroDaVE, such as Normalized Difference Vegetation Index (NDVI) to quantify vegetation and Next Generation Weather Radar (NEXRAD) and Global Circulation Models (GCMs) to provide historical and future daily/hourly precipitation estimates. Eric has extensive experience in several modeling software programs including MODFLOW, GSFLOW, PRMS, HYDRUS, MT3DMS, RT3D, SEAWAT, PEST, UCODE, GSLIB, ArcGIS, SURFER, and GRAPHER, and he is well versed in the SQL Database and several programming languages such as C, C#, C++, Python, Fortran, Visual Basic, and R.
Eric was a Professor at the University of the Free State, South Africa where he authored and published 3D Groundwater Modeling with PMWIN, a textbook that covers Processing MODFLOW and computer codes for groundwater flow and contaminant transport simulation. In addition, Eric served as a University Instructor at the University of Bremen, Germany where he taught Applied Groundwater Modeling short courses from 1996 to 2004.
EXPERIENCE
2015 and 2020 Safe Yield Recalculation for the Chino Basin, Chino Basin Watermaster, Rancho Cucamonga, CA: Project Engineer. The safe yield of the Chino Basin is re calculated pursuant to the Peace Agreement and Watermaster rules and regulations. For the 2015 investigation to recalculate the safe yield of the Chino Basin, Eric obtained all historical precipitation and temperature data from surface stations and radar estimates, PRISM, and spatially disaggregated and bias corrected projections of precipitation and temperature from NASA for the available GCM projections. Eric compared historical and GCM projected precipitation information at various locations in the Upper Santa Ana Watershed to determine the reliability of using GCM based projections of precipitation to compute stormwater recharge and the deep infiltration of precipitation and applied water. This information was used in the estimation of safe yield in the Chino Basin. Eric served as the project engineer for the 2020 investigation to recalculate the safe yield of the Chino Basin. The 2020 safe yield estimate was STAFF TITLE: Principal Scientist II
YEARS OF EXPERIENCE: 30
EDUCATION
• PhD, Civil Engineering, University
of Kassel, Germany
• MS, Civil Engineering, University
of Stuttgart, Germany
• BS, Civil Engineering. National
Central University, Taiwan
PROFESSIONAL AFFILIATIONS
• Groundwater Resources
Association of California
• National Ground Water
Association
• International Association of
Hydrological Sciences
prepared consistent with the sustainable yield requirements in the SGMA and when it was also subjected to peer review.
The 2020 Safe Yield Recalculation report was published on May 15, 2020.
Update of the Salt and Nutrient Management Plan
(SNMP) for the Chino Basin, Chino Basin Watermaster,
Rancho Cucamonga, CA: Lead Water Quality Modeler.
The objective of the SNMP study was to demonstrate the
long term impacts of recycled water reuse and recharge
on the total dissolved solids (TDS) concentration of the Chino Basin during prolonged future droughts. This work included the development of a series of numerical models, including complex fate and transport water quality models (land surface, streams, vadose zone, and groundwater) that simulated the water flow and TDS and nitrate transport
processes for the entire Chino Basin, including the historical, current, and future loading associated with land use
management for agriculture and dairy operations. The
specific models used included R4, Hydrus 2D, MODFLOW,
and MT3D. Eric developed software to iteratively run
the models to honor feedback loops in the system. This
enables the projected changes in groundwater quality to be represented in projected water supply and recycled water quality, the return flows of which contribute to subsequent changes in groundwater quality and Santa Ana River quality (the feedback loop). This model is the most detailed and sophisticated TDS and nitrate simulation ever done for the Santa Ana Watershed.
Integrated Surface and Groundwater Model, Santa
Margarita Water District (District), CA: Lead Modeler.
The District retained West Yost to provide engineering and hydrogeologic services to support a preliminary design
report and environmental documentation for the San Juan Watershed Project (Project) that included work to evaluate the amount of new stormwater recharge generated by the
Project, to develop groundwater pumping plans to recover the new recharge, and other hydrogeologic tasks. Eric
served as the lead modeler for developing an integrated surface water and groundwater model for the San Juan
Watershed and San Juan Creek groundwater basin to support the advanced planning, design and implementation of the Project; ensured that the facilities and associated operating plans were reliably developed; provided accurate estimates of Project yield and unit cost of the new yield; assessed environmental responses; and developed the detailed
information needed to obtain permits and allocate new yield of the Project. Using the Processing MODFLOW software as well as climate data, such as PRISM and CIMIS, collected and stored in the HydroDaVE System, the model was built with the USGS coupled surface water and groundwater flow model called GSFLOW. GSFLOW is based on USGS's groundwater flow model MODFLOW and precipitation runoff modeling system
PRMS. A benefit of GSFLOW is that both headwater, valley settings and groundwater can be simulated simultaneously so that flows throughout a watershed can be simulated
comprehensively.
One Dimensional Model Simulation of Aquifer System
Deformation at the PX Site, Chino Basin Watermaster,
Rancho Cucamonga, CA: Lead Modeler. A numerical,
one dimensional, aquifer system compaction model was
constructed and calibrated using the lithology data of the PX site located in the northwestern portion of the Chino Basin (Northwest MZ 1) — an area that has experienced gradual and persistent subsidence for decades. The objective of the model was to explore the future occurrence of subsidence in Northwest MZ 1 under various basin management scenarios of groundwater production and artificial recharge, and to identify potential subsidence mitigation strategies.
Maximum Benefit Demonstration for the Elsinore
Groundwater Management Zone, Elsinore Valley
Municipal Water District, Lake Elsinore, CA: Lead
Groundwater Modeler. Eric provided modeling for developing a maximum benefit demonstration to raise the total dissolved solids (TDS) and nitrate concentration objectives for the Elsinore Groundwater Management Zone (GMZ) in the
Water Quality Control Plan for the Santa Ana River Basin (Basin Plan). The District is seeking new, maximum benefit based TDS and nitrate concentration objectives such that it can have the flexibility to develop and invest in a water resources plan that optimizes the management and use of all its water supply assets to achieve a reliable water supply in an environmentally sound manner. The District's maximum benefit proposal is designed to facilitate the maximum
reuse of recycled water, to protect the beneficial uses of groundwater in the Elsinore GMZ and downstream GMZs for future generations, and to be consistent with Executive Order 68 16, Water Code section 13241, and State Board orders and policies that promote recycled water reuse. Eric is responsible for developing a numerical groundwater model to develop TDS and nitrate concentration projections for the Elsinore GMZ, based on the EVMWD's Integrated Resources Supply
Plan. The groundwater model is being developed with the Processing MODFLOW software, authored by Eric.
Eric W.H. Chiang, PhD l Page 2
WEST YOST
JACOBS
CALIFORNIA & SOUTHWEST OPERATING DIVISIONS LEAD
I -LISA PATTERSON
Lisa is a Senior Ecologist and an expert delivering environmental work with IEUA, Water Districts, Light and Class 1 Rail clients nationwide. She is a regulatory specialist and is responsible for preparing and obtaining regulatory permits, managing compliance of regulatory permits, and conducting a wide range of studies and evaluations for absence or presence of endangered species (plants and animals), habitat assessments, biological assessments, impact analyses, mitigation plans, implementation plans, construction monitoring, general biological surveys protected species studies. With over 30 years of experience, she conducts wetland delineations and has secured regulatory permits for various IEUA and Class 1 rail projects ranging from facility expansions, emergency repairs, maintenance activities, and structure replacements. Additionally, Lisa has worked on public -private infrastructure projects. Projects including: IEUA OBMP thru OBMP, Program Maintenance Projects, Cajon 3MT, Structures maintenance 2000-2020, BNSF- Caltrans Richmond Connector, and San Joaquin Corridor PEIR.
RELEVANT WORK EXPERIENCE
Inland Empire Utilities Agency and Chino Basin Watermaster OBMPU:
Role: Biological Surveying/Permitting, Biological Resources Analysis Preparation, and Permit Compliance
Responsibilities: Lisa compiled the Program Biological Resources Report (BRR)for the Optimum Basin Management Program Update (OBMPU). This effort included compiling biological data from the entire Chino Basin to draft a BRR that analyzed the potential impacts to biological resources within the whole of the Basin. Additionally, this effort required drafting extensive mitigation measures that would apply to future individual OBMPU Projects in some cases, and in others, would minimize impacts from the whole of the 0BMPU. This effort utilized my extensive knowledge of biological resources and regulatory procedures within the Chino Basin area, and ultimately enabled me to compile a comprehensive Program BRR.
Inland Empire Utilities Agency Operation and Maintenance Long Term LSAA Agreement Compliance (Throughout the Chino Basin in Southern California) — Conduct Biological Surveys, Report Preparation, and Compliance assistance and Reporting: Years Worked on Project: 10 Years. I have worked with IEUA for the past 15 years assisting them with the development and long term permitting for routine maintenance in 18 ground water recharge facilities throughout the Chino Basin. Each year pre -maintenance general biological and focused burrowing owl surveys must be conducted. The maintenance activities must be documented, and at the end of each maintenance year a report must be prepared documenting the survey conducted, the results of the surveys, and the maintenance completed.
BNSF, Caltrans Division of Rail, Richmond Connector, CA Role: Biological Surveying/Permitting and Permit Compliance Responsibilities: Biological surveys and jurisdictional delineations were conducted in order to prepare the Natural Environmental Study (NES) for Caltrans to utilize in the CEQA documents. Regulatory Permits were obtained from the U.S. Army Corps of Engineers, Regional Water Quality Control Board, California Department of Fish and Wildlife, and Contra Costa County Flood Control. A mitigation plan was developed and will be implemented within the next year.
BNSF, South Territory
Role: Structures Permitting
Responsibilities: BNSF Structures moved their permitting approach to a territorial approach. Lisa has been permitting the entire south territory including California, Arizona, New Mexico, west Texas, and Colorado for regulatory permitting associated with structure maintenance and replacement since the program began. This project involves developing environmental documentation for facilities maintenance on BNSF properties. The regulatory permit includes, but are not limited to Section 404, 401, NPDES, Air Quality, Floodway, and Endangered Species permitting.
BNSF, Engineering Services
Role: Emergency and On -Call Environmental Compliance
Responsibilities: Providing environmental permitting and compliance support as an on call consultant for emergencies and pop-up coordination for BNSF since 1995. Emergency projects include derailment or safety issues such as homeless encampments and bird nests on signal masts or interfering with routine maintenance; and regulatory compliance including QA/QC for NPDES permitting. These services have involved various resources, various emergent situations, and a wide breadth of environmental coordination and permitting.
Total Years of Experience:
32 Education: B.S., Biology AB
Thesis Graduate Studies,
California State Polytechnic
University, Pomona
Specialized Knowledge:
✓ Expertise in avian (bird)
surveys and monitoring;
fish surveys; habitat and
wildlife inventory and
mapping
Extensive academic
background includes
ecology, local flora and
fauna, biology of
ecosystems, conservation
of natural resources,
politics and planning
Credentials:
✓ Certified Inspector,
Sediment and Erosion
Control
• Certified CRAM Practitioner
✓ USACE District(s): San
Francisco, Albuquerque
✓ U.S. Fish and Wildlife
Service Federal 10(a)
Recovery Permit (TE-
832945-3) to survey for
coastal California gnat
catcher (Polioptila
Californica Californica)
✓ California Department of
Fish and Game MOU —
Conduct surveys for
Southern Rubber Boa
(Charina Bottae
Umbratica)
✓ Qualified SWPPP
Practitioner
✓ State Water Resources
Control Board
✓ Wetland Policy and
Delineation Training
✓ Conflict Management and
Resolution Facilitator
Southwest Team Primary Support Staff
Local Support Staff
Kurt Sanderson I Site Evaluation/Project Management,
Permitting, SWPPP Compliance, and Project Compliance
Local Geography: CA
USACE District(s): San Francisco, Sacramento, Los Angeles 18 years of experience
Education: B.S., Biology, Ohio University
Credentials: BNSF Contractor Certification; Union Pacific Railroad Contractor Certification; e-RAILSAFE (BNSF)
Specialized Knowledge:
• BNSF structures documentation and permitting
experience
• NEPA/CEQA, Clean Water Act, Section 401, 402, and 404 • Endangered Species Act surveys, monitoring, and
reporting
Why Kurt was chosen for this team: Kurt brings over 5 years working with BNSF on projects within threatened and endangered species field surveys, jurisdictional waters delineations, and CA state and federal permit preparation and monitoring for environmental compliance on large-scale projects. Kurt lead international development analysis and site evaluations for over 15 years focusing on environmental development, US threatened and endangered (T&E) species, and US jurisdictional waters programs, environmental contract and plans development, and environmental construction compliance.
Daniel Smith I Permitting, Focused Surveys, SWPPP
Compliance, and Monitoring
Local Geography: CA
USACE District(s): San Francisco, Sacramento, Los Angeles and Albuquerque
13 years of experience
Education: B.A., California State University Fullerton
Credentials:
• Certified Inspector Erosion and Sediment Control
• BNSF Contractor Safety Orientation Certification
• OSHA 10 -Hour
• Yellow -billed Cuckoo Survey Workshop and Training
Sessions, Southern Sierra Research Station
• Willow Flycatcher Survey Training Workshop, Southern
Sierra Research Station
• Desert Tortoise Survey Techniques Workshop, Desert
Tortoise Council
• Union Pacific Railroad Contractor Orientation
Certification
Specialized Knowledge:
• BNSF structures documentation and permitting
experience
• Federal and California Endangered Species Act surveys, monitoring, and reporting
• NEPA/CEQA, Clean Water Act Section 401 and 404
• Agency and client coordination and consultation
Why Daniel was chosen for thus team: Daniel has 13 years of direct environmental consulting experience with BNSF Railway Company, supporting BNSF's Structures Division. He has conducted and/or assisted in conducting protocol USFWS and CDFW
threatened and endangered species surveys and jurisdictional waters assessments. He has also prepared permit applications and monitored permit compliance, providing full project cycle management and reporting. Daniel has conducted jurisdictional waters delineations conforming to USACE and RWQCB standards on project sites throughout California.
COST PROPOSAL AND FEE RATE SCHEDULES
FOR THE CITY OF BEAUMONT
ADAPTIVE MANAGEMENT AND MITIGATION PLAN
Submitted to:
Submitted by:
Tom Dodson and Associates
P.O. Box 2307
San Bernardino, California 92406
(909) 882-3612
In Partnership with:
West Yost
23692 Birtcher Drive
Lake Forest, CA 92630
(949) 420-3030
and
Jacobs
(Lisa Patterson, Biological Resources/Regulatory Team)
Proposal Due Date and Time:
July 25, 2023
2:00 p.m.
Tom Dodson & Associates, in partnership with West Yost and Jacobs, has prepared a detailed proposal to develop an Adaptive Management and Mitigation Plan (AMMP) for the City of Beaumont (City). Our team carefully reviewed the RFP and have prepared an approach and scope of work that we believe will result in the development and approval of a robust AMMP that will serve as the framework for implementing the City's recycled water program.
This document is our cost proposal to implement the " " and T.rachment 1: Scope of Servic "that are described in our full project proposal.
As presented in the full proposal, our recommended approach is to perform the tasks to complete the AMMP in three Phases as follows:
• Phase 1— Characterize Historical and Current Conditions to Support Development of AMMP • Phase 2 — Assess Feasibility of Reduced Discharge and Perform Initial Baseline Monitoring • Phase 3 — Prepare Adaptive Monitoring and Mitigation Plan and Continue Baseline Monitoring As described in our schedule (Section I), the three phases will take three to three and a half years to implement.
The duration is largely dependent on the outcomes of the Phase 1 work.
Our project team has extensive experience in developing and implementing multi -year adaptive monitoring and management programs. Preparing cost estimates for multi -year, multi -phase work can be challenging because the scope of work in later phases is directly impacted by the conclusion of preceding phases. However, we recognize that it is necessary for the City to be able to plan and budget the multi -year effort. We have prepared a planning level budget for the City that includes:
1. A detailed line -item labor hours and cost estimate for the tasks 8 tasks defined in Phase 1 (Table C-1, enclosed)
2. A range of budget -level costs for the remaining tasks in Phases 2 and 3, based on our experience in performing similar work (Table C-2 and Table C-3 below)
3. Table C-4 summarizes the recommended budget to complete the project The total labor hours estimated to complete Phase 1 is 1,165 hours and the total cost estimated to complete Phase 1 is $267,160. The range of costs to complete Phase 2 is $270,000 to $629,000. The range of costs to complete Phase 3 is $82,000 to $141,000. The labor hours and cost of work in Phases 2 and 3 will need to be determined as the project is implemented — the cost to perform Phase 2 would be determined as a deliverable of the Phase 1 work. The cost estimates and budget level recommendations were made in consideration of the fixed rate schedules for each project team, which are included in Attachment 1.
As shown in Table C-4, we recommend the City budget $997,160 for all phases of work in the first four years but initially issue a task order for consulting services only the cost of the Phase 1 work ($267,160). The recommended budget is based on the upper -end range of costs to provide maximum flexibility to the City as the project evolves.
Please note that the scope of work includes a few tasks that were not explicitly described in the RFP and may be deemed additional work by the City. These items are summarized as follows:
• PHASE 1
o Historical Analysis of NDVI (Phase 1, Task 4) — Cost: $18,691. We believe that NDVI is an important dataset to invest in to develop a historical characterization of the extent and health of riparian habitat in the study area and that the use of this information will lead to a better understanding of the factors that have contributed to the habitat condition over time. • PHASE 2
o Implement first year of Baseline Monitoring program (Phase 2, Task 15) — Cost $20,000 to $40,000. Due to duration of time to set up AMMP, this task is recommended to be performed to support the understanding of Baseline conditions considered in the AMMP, and it could potentially speed up the time until the discharge can begin to be reduced. o Prepare scope of work and cost estimate to prepare the AMMP (Phase 2, Task 16) — Cost $10,000 to $12,000. Supports City in developing budget for the final phase of work based on outcomes of Phase 2.
• PHASE 3
o Implement second year of Baseline Monitoring program (Phase 3, Task 19) — Cost $22,000 to $43,000. The purpose of continuing baseline monitoring prior to completion of the AMMP will allow the City to potentially speed up the time until the discharge can begin to be reduced.
Our team is open to negotiating the scope, schedule, and cost of the project to meet the City's needs. Prior to entering into contract, we would propose to work with the City to review the proposed scope of work and ensure we are in alignment on the project needs and objectives. We can identify key milestones as well as "off -ramps" that would lead to revisiting the scope if initial investigations and analysis warrant a change to the project or approach. Through this process, the scope, schedule, and cost are refined as necessary to establish a final budget that considers any necessary contingencies to address challenges that may arise. Our goal will always be to perform the minimum, most -efficient work necessary to develop a robust, scientifically credible work product that will serve the City's needs.
We are available to commence work immediately after execution of the contract and can complete the required work within the desired schedule and allotted budget subject to the assumptions stated in this proposal.
We thank you again for the opportunity to serve.
Sincerely,
Kaitlyn Dodson -Hamilton
Vice President, TDA
Enclosures:
Table C-1 - Work Breakdown Structure and Fee Estimate to Perform Phase 1 of the Adaptive Management and Mitigation Plan Development
Table C-2 - Budge -Level Range of Costs by Task to Perform Phase 2 of the Adaptive Management and Mitigation Plan Development
Table C-3 - Budge -Level Range of Costs by Task to Perform Phase 3 of the Adaptive Management and Mitigation Plan Development
Table C-4 - Recommended Budget to Develop the of the Adaptive Management and Mitigation Plan Attachment 1 — Consultant Rate Sheets
'Alone le aa e 3. uP the Adaptive Man agement a nd Mitigation Plan Dev elo pment West ,ost
T 11 DISC
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Suh.Task Tank
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4.1 10
,.,
10.0 4C
4.0 12.0
i 1.0
_
4. 0
6. 0
12.0 4.0
.
20.0 18.0
14.224
•a 4
, $200
$100
5200
--
$100
5 a,.
5-:,42
510,714
.4.2 10
r,nhuitha to car Cuuncdlll
Monthly project managementattivities (12)
6. 0
48.0 6.0
24.0 a.4
12. 0
1026
$19,011
: , - i1
Task2 Establish Initial Goals, Objectives, and Pro te ct Performance Criteria 811,0 20
r
$200 51z .036
Prepare for and meet with City to define goals, objectives, and criteria 4,0 I
4.0 2.0 6. 0
I
30 4,0
23,0
$200
t $200
$5,416
Do cumen tgoals, objectives, an d criteria in a draft TM 4.0
9.0 2.0
' 10
6.0 1. 0
• 2. 0
25 4. 0
2.0 23.5
7.0 - ii i'i%
55,0]2
51,436
$1,912
Meet with City en review drag TM 1.0
1.0 01,430
Prepare final TM 1. 0
2.0 I
3.0 1.0
1.0 LO
9.0 $1,912
Task 3 -Characterize Histo rical Discharge and Surface Water Flow Hydrology $39,975
5200 540 ,178
Coordinate with City to collect all ova aloe da ta on factors a ffect surface water Harr c erre, eu rroly, etc)
1.0 I 4.0
4,0
12.0 40
25.0 $6 ,044
$6,144
Organize data into a project database
20 1.0
8.0 40.0
51.0 I. i''2
1512,006
Prepare explanatory gra phics to characterize flow an d fa cto rs that influe nce it I 1. 0
10 6.0
2.0 30.0
8. 0
47.0 24.0
511,042
$5 ,928
$200
011,042
56,128
34.855
Perform and document field re connaissa nce to observe field surface wa te r conditions
8. 0
0.0 8.0
$200
Prepare summary findings about the factors that ha ve influ en ced sur face wate r flow ove r time
1.0 -
6. 0
I 2. 0
6'.0
I
2,0
20.0 Task 4- Cha ra cterize Historical Ri, Arian Habitat Health (la OVl) __$4,0.05
ISEPlI
$0 $10,091
Review a nd documen t all 11Dvl from Landsat Image ry for the study area from 1984 to 2023
4.0 20.0
240
55,`32
_
55,532
Define Areas for an alysis of ND, Time Series and compile time series data from 1004 10 2023 _
1.0 1.0
4.0 2. 0
22, 0
6. 0
27 .0
9 .0
20 0
06,210
92,206
$4,673
$6,290
52,20E
Pre pare explan ato ry gra phics to cha racterize NDVI for vario us periods of in tere st Prepare summary findings about the fac tors she: ha ve influen ced NDVI variability over Ame __—$27,404
Tasks Chara cterize Historic al and Existing Biological Resources
1. 0
2,0
1.0 I
9,0
4,0
2.0 2.0
9,,673
Coo rdina te with Aty to c ollect prior bio logic reso urces reports and define 00 001 or field survey 1,0 I
1.0 1.0
20 00,0
4.0 19.0
54,260
$0_ .
$2],404
54,268
Research background biolo gical data to establish area habitat ,s r,ditin ns
1.0 I
10 1.0
2,0
12 .0
4.0 21.0
$9,798
54 ,758
Perform fie ld su rve y of biologic resev rres
1. 0 1_ 1. 0
2.0 4. 0
8.0 16.0
16,0
10.0 40.0
28.0 57,738
55,300
$7,730
$5,300
155,300
Preparee xtribitx doc umenting historical ex tent of hlo lagic resources
1.0 10
2.0 6.0
Prepare exhibits do cume ntin g curren t e xte nt of biologic resources
1.0 1.0
2.0 8.0
6.0 10 .0
28.0 55.300
Task 6- Iden tify Poten tial impacts to Bio lokic Resources from Reduced Discharge to Coo per Creek $32 ,21-5
1200 $32,4.1.8
_
Prepare draft lice of factors char have influenced biologic resou rce s over alma and describe relationships
2.0 4. 0
1, 0
4,0
2.0 12.0
12.0 37.0
$7,210
57,210
Prepare list I potential impacts to biologic resources from reduced dbcharee
2.0 1.0
4.0 :A
1, 0
j2.0
4.0 8.0
I
2. 0
24.0 8.0
12 .0
9.0 49.0
510,390
5'00,390
56,359
De velop draft me trics for habitat sustainability
2. 0
27.0 56,359
Identify data ga. es in current monitoring efforts that preven t assessment of habitat impacts
0. 5
0.0 I
2.0 4.0
2.0 14.5
' 53 ,630
53.630
Meetwith City to review the information and receive co mmen ts 10 40
6.0 2.0
6.0 2,0
21.0 54,629 $200
$200
54,829
Task 7- Assess Available To ols fo r An alyzin g Surface Water a nd Groundwater Impacts $22,955
50 $22,955
Coordinate with 4ty to identify and co llect available surfa ce wa ter a nd greenfly. a models
2.0 1
1.0 4.0
7.0 52,021
Il
_.
!I 52,021
Review, assess, and summarize 50, flow eco lo gy models a nd pro je c+,o ns _
80 2.0
t 0.0
10. 0
16. 0
26.0 26,0
57,499
$7498
0, 57.498
$7,498-'
Review, assess, and su mmarize 0 1he1 av eriable models and projectio ns
8.0 Sco pe out plan to use /improve deve!o a rro clels fo r Phase 2anolyois
2.0 8.0
i 2.0
' 80
000
55 ,938
25,938
Ta sk R - Pre pare Co 020, 5 Creek ilabitol Characterizatio n and erro a,natAlez Reuorr -- - _
$49,505
1200 $49 ,)05
Prepare initial morittomeworkplan
I 2.0
120
2 .0
8.0 40
2.0 0.0
4.0 40 .0
59 ,715
09,715
Pre pare dra ft re port
1. 0
2. 0
6.0 4. 0
320
6.0 4.0
30.0 10 .0
6.0 6.0 1 ..
160
60 10.0
115,0
240
527,290
$5 ,346
527,290
M eet with City to re view report
5240
$200
I
Finalize repo rt based on City comments
1.0 20
1.0 0.0
1.0 _
6.0 4.0
20 40
20 31 .0
17,154
$7,164
Othe r Additional Work to Support City in Applying fo r Change Pet,oar, an o5taini,sg AMMP Approval $22,706
$200 522,986
Regulatory suppo rt for change petition
9.0 4,0
2.0 2.0 20.0
4,0.
9.0 .a
$11,476 `. $200
5200
$11,676
Outreach and communication
4.0 2. 0
I 20 8.0
00 22.0
65,664
'. r $5,666
5uppo rt omen opportunities
2.0 4.0
_
16.0 _
00 ≥r4.0
10,604 Y
I
'04 45,4
Pha se110 18 11
44 129 12
53 243
72 205 70
16 t
20 199
9S
1,165
9205,860 I, $1,300
$0
$1,300!
0267,160
Table C-2 Budge -Level Range of Costs by Task to Perform Phase 2 of the Adaptive Management and Mitigation Plan Development
Task
Range of Costs
Recommended
Budget
Task 9 Project Management and Meetings
$25,000 to $45,000
$45,000
Task 10 - Assess the Hydrologic and Operational
Capacities from Operating the Discharge Under
Current and Future Discharges
$50,000 to $200,000
$200,000
Task 11 - Identification of Conceptual Project
Mitigations to Biologic Resources
$10,000 to $12,000
$12,000
Task 12 - Assess Engineering Feasibility of
Operational Alternatives and Mitigation Actions
$50,000 to $75,000
$75,000
Task 13 - CEOA Checklist Evaluation of Project
Alternatives
$50,000 to $150,000
$150,000
Task 14 - Prepare Cooper's Creek Discharge
Hydrogeologic and Operational Feasibility
Report
$20,000 to $30,000
$30,000
Task 15 — Implement first year of Baseline
Monitoring Program
$20,000 to $40,000
$40,000
Task 16 — Prepare scope of work and cost
estimate to prepare the AMMP
$10,000 to $12,000
$12,000
Other Additional Work to Support City in
Applying for Change Petition an Obtaining AMMP
Approval
$20,000 to $25,000
$25,000
_
Totals
Range: $255,000 to $589,000
$589,000
Table C-3 Budge -Level Range of Costs by Task to Perform Phase 3 of the Adaptive Management and Mitigation Plan Development
Task
Range of Costs
Recommended
Budget
Task 17 Project Management and Meetings
$10,000 to $13,000 _
$13,000
Task 18 - Prepare the AMMP
$30,000 to $60,000
$60,000
Task 19 - Implement second year of Baseline
Monitoring Program
$22,000 to $43,000
$43,000
Other Additional Work to Support City in
Applying for Change Petition an Obtaining AMMP
Approval
$20,000 to $25,000
$25,000
Totals
Range: $82,000 to $141,000
$141,000
Table C-4 Recommended Budget to Develop the of the Adaptive Management and Mitigation Plan Phase/Task
Recommended Budget
Phase 1
$267,160
Phase 2
$589,000
Phase 3
$141,000
Totals
$997,160
TOM DODSON &
ASSOCIATES
AND
JACOBS
City of Beaumont
Adaptive Management and Mitigation Plan
FEE RATE SCHEDULE
Tom Dodson & Associates (TDA)
Labor: Time spent on behalf of a client will be charged as follows:
Environmental Specialist I (Tom Dodson)
Environmental Specialist II (Kaitlyn Dodson -Hamilton)
Environmental Specialist III Text
Environmental Specialist IV
Biologist III / Monitor
Admin /WP /Graphics (Christine Camacho)
Legal Expert Witness (Tom/Kaitlyn)
$165 / hour
$115 / hour
$85 / hour
$60 / hour
$65 / hour
$55 /hour
$240 / hour
The above reflects hourly rates that shall remain in place with no changes proposed during the first two years of the Master Contract. Rates may increase by $10 per hour for each of the above rotes under TDA's umbrella for the duration of the contract.
Other Direct Costs: All other direct costs (travel, supplies, printing, etc.) may be charged at actual cost. There will be no mark-up on ODCs. Mileage will be billed at the Internal Revenue Service (IRS) standard mileage rate for business travel. For 2023, this rate is $0.65 per mile. Subcontractors will be billed at cost.
Jacobs
Labor: Time spent on behalf of a client will be charged as follows:
Name
Lisa Patterson, National Senior Environmental Manager
Daniel Smith, Biologist
Loc Truong, Environmental Project Manager
Madelynn Bartelloni, Environmental Planner
2023
262.44
107.30
145.58
81.29 Other Direct Costs: All other direct costs including travel, printing, mileage, are charged at actual cost. Mileage will be billed at the current IRS mileage rates, which is currently $0.65 per mile. — The 2024 and 2025 rates are anticipated to be increased by 1% each year from the 2023-2025 rates.
WEST YOST
WWEST YOST
2023 - 2026 Billing Rate Schedule
(Effective July 1, 2023 through December 31, 2026)
If Water. Engineered.
LABOR CHARGES
DOLLARS PER HOUR)
POSITIONS
ENGINEERING
nrcal rI' " I. President
Engineer/Scientist/Geologist Manager ii
Engineer/Scientist/Geologist Manager I
Principal Engineer/Scientist/Geologist II
Principal Engineer/Scientist/Geologist I
Senior Engineer/Scientist/Geologist II
Senior Engineer/Scientist/Geologist I
Associate Engineer/Scientist/Geologist II
Associate Engineer/Scientist/Geologist I
Engineer/Scientist/Geologist I'
Engineer/Scientist/Geologist I
Engineering Aide
Field Monitoring Services
Administrative IV
Administrative III
Administrative II
Administrative I
2024
2025
2026
/
/
/
/
$338
$334
$319
$307
$288
$272
$259
$231
$215
$201
$173
$101
$125
$152
$138
$115
$92
/
$348
$344
$329
$316
$297
$280
$267
$238
$221
$207
$178
$104
$129
$157
$142
$118
$95
$359
$354
$338
$326
$306
$289
$275
$245
$228
$213
$184
$107
$133
$161
$146
$122
$98
$369
$365
$349
$335
$315
$297
$283
$252
$235
$220
$189
$110
$137
$166
$151
$126
$101
'ENGINEERING TECHNOLOGY
Engineering Tech Manager II
Engineering Tech Manager I
Principal Tech Specialist II
Principal Tech Specialist I
Senior Tech Specialist II
Senior Tech Specialist I
Senior GIS Analyst
GIS Analyst
Technical Specialist IV
Technical Specialist I II
Technical Specialist II
Technical Specialist I
Technical Analyst II
Technical Analyst I
Technical Analyst Intern
Cross -Connection Control Specialist IV
Cross -Connection Control Specialist III
Cross -Connection Control Specialist II
Cross -Connection Control Specialist I
CAD Manager
CAD Designer II
CAD Designer I
$334
$332
$315
$305
$291
$279
$252
$239
$254
$228
$203
$178
$152
$128
$103
$180
$162
$144
$133
$201
$176
$156
See page 2 for important additional information on rates $344
$342
$324
$314
$300
$287
$260
$246
$262
$235
$209
$183
$157
$132
$106
$185
$167
$148
$137
$207
$181
$161
$354
$352
$334
$324
$309
$296
$267
$254
$269
$242
$215
$189
$161
$136
$109
$191
$172
$153
$141
$213
$187
$166
$365
$363
$344
$333
$318
$305
$275
$261
$278
$249
$222
$195
$166
$140
$113
$197
$177
$157
$145
$220
$192
$170
10/WEST POST
N Water. Engineered.
2023 - 2026 Billing Rate Schedule
(Effective July 1, 2023 through December 31, 2026)
LABOR CHARGES
(DOLLARS PER HOUR)
POSITIONS
2023
2024
2025
CONSTRUCTION MANAGEMENT
Senior Construction Manager
Construction Manager IV
Construction Manager III
Construction Manager JI
Construction Manager I
Resident Inspector (Prevailing Wage Groups 1)
Resident Inspector (Prevailing Wage Groups 2)
Resident Inspector (Prevailing Wage Groups 3)
Resident Inspector (Prevailing Wage Groups 4)
Apprentice Inspector
CM Administrative II
CM Administrative I
Field Services
/
$322
$283
$224
$211
$197
$221
$213
$191
$172
$156
$112
$83
$221
$332
$291
$231
$217
$203
$228
$219
$197
$177
$161
$115
$85
$228
/
$342
$300
$238
$224
$209
$234
$226
$203
$182
$166
$119
$88
$234
/
$352
$309
$245
$231
$215
$241
$233
$209
$188
$170
$122
$91
$241
• Hourly rates include Technology and Communication charges such as general and CAD computer, software, telephone, routine in-house copies/prints, postage, miscellaneous supplies, and other incidental project expenses. s Outside Services such as vendor reproductions, prints, shipping, and major West Yost reproduction efforts, as well as Engineering Supplies, etc. will be billed at actual cost plus 15%. • The Federal Mileage Rate will be used for mileage charges and will be based on the Federal Mileage Rate applicable to when the mileage costs were incurred. Travel other than mileage will be billed at cost. • Subconsultants will be billed at actual cost plus 10%. ▪ Expert witness, research, technical review, analysis, preparation and meetings billed at 150% of standard hourly rates.
Expert witness testimony and depositions billed at 200% of standard hourly rates.
A Finance Charge of L5% per month (an Annual Rate of 18%) on the unpaid balance will be added to invoice amounts if not paid within 45 days from the date of the invoice.
INWEST POST
2023 - 2026 Billing Rate Schedule
(Effective July 1, 2023 through December 31, 2026)
S Water. Engineered.
EQUIPMENT CHARGES
BILLING RATES
2" Purge Pump & Control Box
Aquacalc / Pygmy or AA Flow Meter
Emergency SCADA System
Field Vehicles (Groundwater)
Gas Detector
Generator
Hydrant Pressure Gauge
Hydrant Pressure Recorder, Impulse (Transient)
Hydrant Pressure Recorder, Standard
Low Flow Pump Back Pack
Low Flow Pump Controller
Powers Water Level Meter
Precision Water Level Meter 300ft
Precision Water Level Meter 500ft
Precision Water Level Meter 700ft
QED Sample Pro Bladder Pump
Stainless Steel Wire per foot
Storage Tank
Sump Pump
Transducer Components (per installation)
Trimble GPS—Geo 7x
Tube Length Counter
Turbidity Meter
Vehicle (Construction Management)
Water Flow Probe Meter
Water Quality Meter
Water Quality Multimeter
Well Sounder
$300 / day
$28 / day
$35 / day
$1 / mile
$80 / day
$60 / day
$10 / day
$55 / day
$40 / day
$135 / day
$200 / day
$32 / day
$30 / day
$40 / day
$45 / day
$65 / day
$ 0.03 / day
$20 / day
$24 / day
$23 / day
$220 / day
$22 / day
$30 / day
$10 / hour
$20 / day
$50 / day
$185 / day
$30 / day
EXHIBIT "B"
CERTIFICATES OF INSURANCE AND ENDORSEMENTS
ACORD,. CERTIFICATE OF LIABILITY INSURANCE
PRODUCER
SCOTT CLAUS INSURANCE
2124 N Waterman Ave
San Bernardino, CA 92404
(909)883-4211
INSURED
Tom Dodson & Associates
PO Box 2307
San Bernardino, CA 92406
(909) 882-3612
(
COVERAGES
DATE(MM/DD/YYYY)
8/16/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION
ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE
HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR
ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW.
INSURERS AFFORDING COVERAGE
NAIC#
INSURER A: FARMERS INSURANCE 21709
INSURER B:
INSURER C:
INSURER D:
INSURER E:
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING
ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR
MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
Irr5R
LTR
DDt
NSRD
TYPE OF INSURANCE
POLICY NUMBER '
POLICY EFFECTIVE
DATELNDI'DDIYY:
POLICY EXPIRATION
DATErMM/ODPYYi
- --
LIMITS
A
Y
GENERAL
LIABILITY
COMMERCIAL GENERAL LIABILITY
60441-30-06
11/17/2022
11/17/2023
_
EACH OCCURRENCE
$ 2 000, 000
'' „„
$ 75,000
CLAIMSMADE X OCCUR
MEDEXP(Any cane person) ,$
5,000
PERSONAL&ADVINJURY
$ 2, 000, 000
GENERAL AGGREGATE
$ 4,000, 000
GEN'L
-I
AGGREGATE LIMIT APPLIES PER:
POLICY 7 JEC 1 LOC
PRODUCTS - COMP/OP AGG
$ 2 0 0 0 0 0 0
A
Y
AUTOMOBILE
LIABILITY COMB
ANY AUTO
ALL OWNED AUTOS
SCHEDULED AUTOS
HIRED AUTOS 160441-30-06
NON -OWNED AUTOS
11/17/2022
11/17/2023
(Ea acct dent SINGLE LIMIT
$ 2,000,000
BODILY INJURY
(Per person)
S
X
X
BODILY INJURY
(Peraccident)
X
PROPERTY DAMAGE
(Peraccdent)
$
GARAGE
LIABILITY
ANYAUTO
AUTO ONLY -EA ACCIDENT
$
OTHER THAN EAACC
$
AUTO ONLY: AGG
$
A
EXCESS/UMBRELLA LIABILITY
606662033
I
11/17/2022
11/17/2023
EACH OCCURRENCE
$ 1 000,000
X
OCCUR ❑ CLAIMS MADE
DEDUCTIBLE
RETENTION $
AGGREGATE
$
$
X
$
$
A
WORKERS COMPENSATION AND
EMPLOYERS' LIABILITY
ENYM PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MENDER EXCLUDED?
IfyYes, describe under
SPECEALPROVISIONSbelow -
I
CO107-91-51
I
10/16/2022
10/16/2023
h. 'ORYLIMIT rCTH-
TORYLIMITS ER
E.L. EACH ACCIDENT
S 1, 000! 000
E.L. DISEASE - EA EMPLOYEE
$ 1 , 000,000
EL, DISEASE - POLICY LIMIT
$ 1, 000, 000
OTHER
DESCRIPTION OF OPERATIONS / LOCATIONS 1 VEHICLES !EXCLUSIONS ADDED BY ENDORSEMENT I SPECIAL PROVISIONS Certificate holder is an additional insured. City, its officials, officers, employees, agents and volunteers are covered as additional insured with respect to theis agreement. Project Name: Develop an Adaptive Management and Mitigation Plan
CERTIFICATE HOLDER
City of Beaumont
Grace Wichert, Procurement & Contracts
Specialist
550 E. 6th Street
Beaumont, CA 92223
ACORD25(2001/08)
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATIOI DATE THEREOF. THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN
NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL
IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENT TIItE3
AUTHOR:/' -D RF-''RESENT,TIVE
©ACORD CORPORATION 1988
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ ITCAREFLILLY.
POLICY NUMBER: 604413006
FARMERS
INSURANCE
j7233
1st Edition
ADDITIONAL INSURED - STATE OR GOVERNMENTAL AGENCY OR SUBDIVISION OR
POLITICAL SUBDIVISION - PERMITS OR AUTHORIZATIONS RELATING TO PREMISES This endorsement modifies insurance provided under the following:
BUSINESSOWNERS LIABILITY COVERAGE FORM
BUSINESSOWNERS COVERAGE FORM
APARTMENTOWNERS LIABILITY COVERAGE FORM
CONDOMINIUM LIABILITY COVERAGE FORM
SCHEDULE
State Or Govern mentai Aoencv Or Subdivision Or Political Subdivision:
City of Beaumont, its officials, officers, employees, agents and volunteers `Information required to complete this Schedule if netshown atrave will be shown in the Declarations.
A. The following is added to Paragraph C. Who Is An Insured of the applicable Coverage Form:
Any state or governmental agency or subdivision or political subdivision shown In the Schedule is also an additional insured, subject to the following additional provision:
This insurance applies only with respect to the following hazards for which the state or governmental agency or subdivision or political subdivision has issued a permit or authorization in connection with premises you own, rent or control and to which this insurance applies:
a. The existence, maintenance, repair, construction, erection or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoistaway openings, sidewalk vaults, street banners or decoration and similar exposures;
b. The construction, erection or removal of elevators; or c. Theownership, maintenance or use of any elevators covered by this insurance.
However:
a. The insurance afforded to such additional insured only applies to the extent permitted by law; and b. If coverage provided to the additional Insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured.
B. With respect to the insurance afforded to these additional insureds, the following is added to Paragraph D. Liability And Medical Expenses Limits Of Insurance of the applicable coverage form:
If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits Of Insurance shown in the Declarations; whichever is less.
This endorsement shall not increase the applicable Limits Of insurance shown in the oectarattans.
This endorsement is part of your policy. It supersedes and controls anything to the contrary. It is otherwise subject to all the terms of the policy.
J7233-ED1 02-19
937233
Includes copyrighted material of Insurance Services Office, inc., with its permission,
/7233101
POLICY NUMBER: 604413006
COMMERCIAL AUTO
CA 20 48 02 99
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
DESIGNATED INSURED
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE FORM
GARAGE COVERAGE FORM
MOTOR CARRIER COVERAGE FORM
TRUCKERS COVERAGE FORM
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by this endorsement.
This endorsement identifies person(s) or organization(s) who are "insureds" under the Who Is An Insured Provi- sion of the Coverage Form. This endorsement does not alter coverage provided in the Coverage Form.
This endorsement changes the policy effective on the inception date of the policy unless another date is indi- cated below.
Endorsement Effective: 1I/I7/2o22-11/17/2o23
Countersigned By:
,enn fer Ccupton
(Authorized Representative)
Named Insured:
TOM DODSON & ASSOCIATES
SCHEDULE
Name of Person(s) or Organization(s): City of Beaumont, its officials, officers, employees, agents and volunteers
(If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to the endorsement.)
Each person or organization shown in the Schedule is an "insured" for Liability Coverage, but only to the extent that person or organization qualifies as an "Insured" under the Who Is An Insured Provision contained in Section II of the Coverage Form.
CA 20 48 02 99
Copyright, Insurance Services Office, Inc., 1998 Page 1 of 1 O
0;4
FARMERS
INSURANCE
WORKERS' COMPENSATION AND EMPLOYERS'
LIABILITY INSURANCE POLICY
Named • TOM DO®SON &ASSOCIATES
Insured *TOM DODSC) 1&ASSOCIATES(ACORP)
. 2150 N ARROWHEAD AVE
SN BERNRDNO CA9240540002
Effective 10/16/2022-10/16/2023
Date
Agent
97-46-312
WC990619
C0107-91-51
2022
Policy Number Policy
ofthe Company Year
WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT - BLANKET We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization for which you perform work under a written contract that requires you to obtain this ag reement from us.
The additionaI premium for this endorsement shall be 3.0 % of the Workers' Compensation premium otherwise due for the state(s) listed below on such remuneration, subject to a minimum charge of All written contracts in the state(s) of.
CA
This endorsement is part of your policy. It supersedes and controls anything to the contrary. It is otherwise subject to ail the terms of the policy.
)ewwifer cuptow
Countersigned
Authorized Representative
WC 99 0619A 9-07
93.63612; WC990619A
J6369121
ACORE" CERTIFICATE OF LIABILITY INSURANCE
L...-----
DATE(MMWDDIYYYY)
08/14/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER
Cornerstone Specialty Insurance Services, Inc.
14252 Culver Drive, A299
Irvine CA 92604
CONTACT Tina Cowie
NAME:
PHONE (714) 731-7700 FAX (714) 731-7750
yA/C. No.ExtC (AIC, Nol:
_
E-MAIL [email protected]
ADDRESS:
INSURER`S) AFFORDING COVERAGE
NAIC #
INSURER A: Continental Casualty Company
20443
INSURED
TOM DODSON & ASSOCIATES
PO Box 2307
San Bernardino CA 92406
INSURER B
INSURER C :
INSURER D
INSURER E :
INSURER F
COVERAGES
CERTIFICATE NUMBER: 23/24 PL
REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. -
INSR
LTR
TYPE OF INSURANCE
Aric
INSD
WVoG POLICY NUMBER
POLICY EFF
{MM/DDlYYYY:
POLICY EXP
I MMIDDIYYYY1
-
LIMITS
COMMERCIAL GENERAL LIABILITY
EACH OCCURRENCE
$
CLAIMS -MADE
OCCUR
DAMAGE TO RENTED
PREMISES (Ea occurrence:
$
MED EXP (Any one person)
$
_PERSONAL &ADV INJURY
$
GEN'L
AGGREGATE
LIMIT APPLIES
PRO-
JECT
PER:
LOC
GENERAL AGGREGATE
$
PRODUCTS - COMP/OP AGG
$
$
AUTOMOBILE
LIABILITY
ANY AUTO
OWNED
SCHEDULED
AUTOS
NON -OWNED
AUTOS ONLY
COMBINED SINGLE LIMIT
Ea_accidenb
$
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$
PROPERTY DAMAGE
Per accident
$
$
UMBRELLA LIAB
EXCESS LIAB
O
OCCUR
CLAIMS -MADE
EACH OCCURRENCE
$ _
AGGREGATE
$ _
DED RETENTION $
$
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
E yes, describe under
DESCRIPTION OF OPERATIONS below
YIN
NIA
I
I
_
PER
STATUTE .- ,
OTH-
ER
E.L. EACH ACCIDENT
$
E.L. DISEASE - EA EMPLOYEE
$
E.L. DISEASE - POLICY LIMIT
$
A
Professional Liability
Claims Made
EEH591853908
I
03/18/2023
03/18/2024
Each Claim
Annual Aggregate
$3,000,000
$3,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Re: Develop an Adaptive Management and Mitigation Plan
For Professional Liability coverage, the aggregate limit is the total insurance available for all covered claims reported within the policy period.
CERTIFICATE HOLDER
City of Beaumont
550 E. 6th Street
Beaumont
CA 92223
CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.
ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD
BE U ONT
C A L I F❑ R N I
California Levine Act Statement
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits any Beaumont City Council Member from participating in any action related to a contract or application if he or she receives any political contributions totaling more than $250 within the previous twelve months, and for three months following the date a final decision from the business or applicant.
The Levine Act also requires a member of the Beaumont City Council who has received such a contribution to disclose the contribution on the record of the proceeding.
Current Beaumont City Council Members are listed at:
httpjj www.beaumontca.gov/29/Citv-Council
Proposers are responsible for accessing this link to review the names prior to answering the following questions.
1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to any Beaumont City Council Member in the 12 months preceding the date of the submission of your proposal or application, or the anticipated date of any Council action?
DYES If yes, please identify the Council Member(s):
NO
2. Do you or your company, or any agency on behalf of you or your company, anticipate or plan to make any political contribution of more than $250 to any Beaumont City Council Member in the 12 months following any Council action related to your proposal or application? YES If yes, please identify the Council Member(s):
❑✓ NO
Answering yes to either of the two questions above does not preclude the Beaumont City Council from awarding a contract or approving an application or any subsequent action. It does however, preclude the identified Council Member(s) from participating in any actions related to your proposal or application.
08/11/23
Date
Signature of authorized individual
Tom Dodson & Associates
Company/Applicant Name
City of Beaumont 1550 E. 6th Street, Beaumont, CA 92223 I (951) 769-8520 I BeaumontCA.gov
TOM DODSON & ASSOCIATES
Mailing Address: PO Box 2307, San Bernardino, CA 92406
Physical Address: 2150 N. Arrowhead Avenue, San Bernardino, CA 92405 Tel: (909) 882-3612 + Email: 4 Website:
August 14, 2025
FROM: Tom Dodson & Kaitlyn Dodson -Hamilton, Tom Dodson & Associates Clay Sorensen & Veva Weamer, West Yost
Lisa Patterson 8( Daniel Smith, HDR
TO: Mr. Thaxton Van Belle, Director of Water Reclamation City of Beaumont
Dear Mr. VanBelle,
On behalf of Tom Dodson & Associates (TDA), in partnership with West Yost Associates (West Yost) and HDR (henceforth "Project Team"), I am submitting this amendment to our 2023 Proposal to Provide Consulting Services to Prepare an Adaptive Management and Mitigation Plan (AMMP) for the City of Beaumont (2023 Proposal) to address the evolution of the project in the years since our contract was awarded.
The Project Team has completed Phase I of our work efforts, concluding with the completion of the Phase 1 Report as a deliverable, which was provided to the City earlier this year (January 2025). At the City's request, in February 2025, the Project Team provided a Technical Memorandum (TM or Memo) to assist in evaluating and selecting the reduced discharge scenario to pursue for the Beaumont Wastewater Treatment Plant (WWTP) to Cooper's Creek.
The TM described the scope of work for each discharge reduction scenario (one reducing the discharge to 1.7 million gallons per day [MGD] and another exploring a lower reduction in discharge). The TM provided conclusions and recommendations, and roughly outlined the scope of work for the monitoring and modeling necessary to proceed with either scenario. In June of 2025, the City Council directed the Director of Water Reclamation to pursue Scenario 1, which consists of reducing the WWTP discharge to Cooper's Creek to an average of 1.7 MGD.
This amendment to our 2023 Proposal addresses the Phase 2 scope of work necessary to advance implementation of Scenario 1. This amendment also addresses the expanded scope of work related to requirements for Wastewater Change Petition under California Water Code Section 1211 (1211 Permit or Change Petition) that the City must obtain in order to facilitate enable the reduction in order to reduce the current discharge to 1.7 MGD. 1
The overall goal of Phase 2 is to generate the data required to file a Change Petition with the State Water Resources Control Board (SWRCB) to reduce the WWTP discharge to 1.7 MGD.
Based on discussions with the SWRCB in July 2025, the completed application for the Change Petition will require both compliance with the California Environmental Quality Act (CEQA) through a draft Environmental Impact Report (EIR) and the draft AMMP. These substantial updates to our original 2023 scope of work have been precipitated by the above referenced discussions with the SWRCB, and this proposal outlines the updated scope, costs and estimated timelines to generate the necessary information and documentation for the 1211 Change Petition. Based on these discussions with the SWRCB, the major updates to the Phase 2 scope of work from the 2023 Proposal are the timing of the preparation of the AMMP and the necessary CEQA documentation:
• AMMP. The 2023 Proposal assumed the AMMP would be drafted in Phase 3. Based on the amount of work completed in Phase 1 and discussions with the SWRCB, the City is in a position to expedite this process and therefore the Project Team plans to complete a draft AMMP in Phase 2 to support the Change Petition process. • CEQA. The proposal assumed that the CEQA document would cover the implementation of the AMMP, but did not address compliance with CEQA for the whole of the actions needed to file a Change Petition with the SWRCB, which includes analyzing the impacts related to reducing the discharge from the City's WWTP to 1.7 MGD, the implementation of the physical projects that would utilize the recycled water over 1.7 MGD, and finally, address the implementation of the AMMP as mitigation to address impacts thereof.
Another integral component of Phase 2 is the initiation and implementation of the Baseline Monitoring Program necessary to characterize existing conditions within the Study Area prior to any reduction in discharge from the WWTP. This Phase 2 scope of work has been refined to incorporate the Baseline Monitoring Program as described in the Phase 1 Report. While the 2023 Proposal originally anticipated a second year of baseline monitoring to occur in Phase 3, adjustments to the schedule and scope now place both the first and second years of baseline monitoring within Phase 2.
As a result of the above noted factors, the scope of Phase 2 has expanded beyond what was outlined in the 2023 Proposal. The need for a Phase 3 scope of work and the scope itself is yet to be determined.
The revised Phase 2 scope of work is broken out into nine tasks and the number convention begins following the tasks completed in Phase 1:
• Task 9. Project Management, Phase 2 Scoping, and Meetings • Task 10. Initiate and Implement Baseline Monitoring Program • Task 11. Develop Conceptual Project Mitigations for Biologic Resources • Task 12. CEQA Checklist Evaluation of 1211 Permit Change of Use, Facilities Proposed 2
for Change of Use and AMMP
• Task 13. Prepare the AMMP
• Task 14. Change Petition Support
• Task 15. Prepare Scope of Work and Cost Estimate for Phase 3 • Task 16. As -Needed Support
• Task 17. Stream Gaging
Each task is described in more detail below.
Task 9: Project Management, Phase 2 Scoping, and Meetings This task includes all meetings, project coordination, and administration required for Phase 2.
This includes conducting monthly check -in meetings with the City on project progress; conducting up to four check in meetings with the regulators including the SWRCB, the California Department of Fish and Wildlife (CDFW), and/or United States Fish and Wildlife (USFW); Project Team coordination meetings; and performing routine project management activities (staffing, tracking project schedule and budget, and managing subcontractors). The task also assumes the work performed to prepare the detailed scope of work for Phase 2. We estimate Phase 2 to take place over two and a half years.
Assumptions:
1. Phase 2 is two and a half years in duration
2. Monthly and quarterly meetings will be virtual and up to 1 -hour in length Deliverables:
1. Meeting agendas for the monthly check -in meetings with the City will be sent prior to each meeting, and meeting notes will be sent following each meeting.
Task 10: Initiate and Implement Baseline Monitoring Program The objective of this task is to perform the Baseline Monitoring Program described in detail in the Phase 1 Report. Baseline monitoring will be performed for about 2 years during Phase 2 and will occur between approximately October 2025 and September 2027. The Baseline Monitoring Program includes the following:
• Groundwater equipment installation activities
• Biologic baseline monitoring activities
• Hydrologic baseline monitoring activities
• Supplemental stream gaging activities (supplemental to grant funded work in Task 17) • Reporting
Below is a brief description of the Baseline Monitoring Program activities to be completed under Task 10 and described in more detail in the Phase 1 Report. 3
Subtask 10a. Groundwater equipment installation activities Installation activities include all activities required to install groundwater level transducers with conductivity sensors at up to 10 wells. This work includes:
• purchasing and preparing equipment,
• canvassing sites and coordinating with well owners for inclusion in the program, • preparation for all installation activities, and
• installing transducers, and set up of well information in the project database Assumptions:
1. No permits will be required for installations.
2. Stream gaging installations are included in Task 17.
3. Up to ten groundwater pressure transducers with specific conductivity sensors and direct read cables will be installed where well owners allow access to their wells.
Subtask 10b. Biologic Baseline Monitoring Activities
Biologic baseline monitoring activities includes:
• Collection, processing, QA/QC, and analysis of normalized difference vegetation index (NDVI) data for WY 2024 through WY 2027,
• Performing two annual drone surveys (2026, and 2027), and • Conducting one ground survey (2027).
Subtask 10c. Hydrologic Baseline Monitoring Activities
Hydrologic baseline monitoring activities encompass the recommended baseline monitoring for groundwater and surface water. This work includes:
• Quarterly site visits to download up to ten groundwater pressure transducers, • One reference point and thalweg survey with a professional land surveyor, • Collection and processing of climate data,
• Collection of maximum benefit data from the city's consultant, and • Processing, qa/qc, and uploading all hydrologic data to hydrodave.
Assumptions:
1. Stream gaging and surface water monitoring is not included in this subtask and are included in Task 17.
Subtask 10d. Stream Gaging Contingency
Task 17 describes the scope of work to install, maintain, and monitor four stream gages using grant funding from DWR. The draft agreement with DWR includes additional task requirements for stakeholder outreach, permitting, and reporting to DWR that were not initially planned for, 4
and this work is not fully covered by the grant funding. Task 10d covers the cost of the supplemental work that is not grant funded. Task 17 is a standalone task for grant reporting purposes.
Assumptions:
1. Permits may be required for stream gage installation, the extent of which would be defined following Phase 2 initiation. Permitting fees are included here in task 10d.
Subtask 10e. Reporting
We will prepare one Baseline Monitoring Report documenting the baseline monitoring program setup, data collection, analysis, and results. The reporting period will include data from the end of the Phase 1 Report (DATE) through September 2027. This reporting period will cover about two years of data from the Baseline Monitoring Program. This subtask includes the preparation of a Report in draft and final form.
Deliverables:
1. One draft Baseline Monitoring Report will be prepared for the City's review. One round of comments will be incorporated into a final draft.
Task 11: Develop Conceptual Project Mitigations to Biologic Resources The objective of this task will be to articulate and define potential mitigation actions for biologic resources impacted by the reduction in discharge to Cooper's Creek for inclusion in CEQA and the AMMP. The Project Team will develop conceptual mitigations and descriptions that may be selected as mitigation measures during the implementation of the AMMP.
Assumptions:
1. Mitigation actions/projects only need to be defined at a conceptual level and feasibility analyses are not required.
Deliverables:
1. Deliverables for this task will be incorporated into Tasks 12 and 13.
Task 12: CEQA Checklist Evaluation of 1211 Permit Change of Use, Facilities Proposed for Change of Use, and AMMP
The objective of this task is to prepare a draft Environmental Impact Report (EIR) in compliance with the California Environmental Quality Act (CEQA). The draft EIR is necessary to meet the provisions of the Change Petition, and would cover the facilities necessary to utilize the excess discharge resulting from the proposed reduction in discharge to Cooper's Creek, and finally, 5
address the AMMP. TDA proposes an approach that we believe will cover the whole of these activities, that can be used in a programmatic manner as the City becomes ready to implement/construct future facilities. Thus, we propose preparation of a "program" EIR (PEIR) that will begin with the preparation of an Initial Study Checklist to eliminate issues that would be less than significant or that are less controversial (such as Mineral Resources, Population and Housing, Recreation, etc.) and follow this effort with the publication of a Notice of Preparation (NOP) announcing preparation of a Focused Program EIR that would address the remaining issues not covered in the Initial Study. This letter contains TDA's proposal to carry -out the compliance with CEQA through preparation of a Program EIR, and to move the City closer to obtaining its 1211 Permit.
Subtask 12a
Meetings to go over the CEQA Process, Discuss Revisions, and Determine Scope TDA Staff will be available for progress meetings (up to 20 one hour meetings focused on CEQA) by phone/virtually as needed. This task may be used for conference calls and, where necessary, up to two in -person meetings. TDA will provide optional services to draft necessary presentations or collaborate with VWD staff to draft any required presentations for meetings.
This will ensure adequate communication between the Project Team, City Staff, and Legal Team as we work together to prepare a comprehensive CEQA Documentation.
Project Management and Administration (specific to CEQA) TDA Staff will coordinate closely with the Project Team to ensure that the EIR and associated technical documents delivered to the City are legally defensible, accurate, and useful to decision makers when considering approval of the project. TDA will be responsible for (1) managing task scheduling and assignment, management of resources, monitoring of costs, and schedule adherence; (2) consultation and coordination with local and state agencies relative to the environmental document and the environmental review process; (3) coordination and communications with City staff to ensure that State and local policies, procedures, and any applicable codes are complied with and, where applicable, are incorporated into the IS/MND; (4) ensuring that the environmental review process and the IS/MND satisfy the statute and guidelines of CEQA's adopted Environmental Review Guidelines; and (5) representing the consultant team in public meetings and conference calls as requested by the City.
The project management task is based on the duration of the estimated schedule, which is presented below under Proposed Schedule. We assume three hours per month for up to twelve months by the Project Manager, with additional hours dedicated to additional TDA team members. If the schedule or the project is extended for reasons beyond TDA's control, a contract amendment may be required for additional fees for project management and coordination efforts.
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Drafting and Finalizing the Project Description
TDA, in partnership with the Project Team, will develop a comprehensive project description that will be utilized to forecast the potential environmental impacts of the project. The project description will include a detailed summary of the overall project and its potential effects on the environment. Construction and operation scenarios will be compiled in coordination with the Project Team and City staff for this specific recycled water conversion project to allow detailed impact forecasts. Once the project description is completed, a draft will be forwarded to Project Team staff for review and comment. The end product of this effort will be a detailed project description that will be utilized by TDA in the Initial Study, and later the Focused EIR, to forecast environmental effects of implementing the project. This same project description with minor editing will be used as a basis for TDA, on behalf of the City, to write the initial consultation letters pursuant to AB 52. TDA will draft letters to the Tribes who have requested consultation from the City under AB 52, and will include the Project Description and related graphics as attachments to the initial AB 52 consultation letters.
Subtask 12b: Technical Analyses and Modeling
Air Quality, Greenhouse Gas and Energy Impact Analysis
TDA will oversee preparation a technical analysis to evaluate potential air quality and greenhouse gas (GHG) emissions impacts associated with the proposed project. This technical analysis will be prepared by Urban Crossroads. Impacts will be based on the current methodology of the South Coast Air Quality Management District (SCAQMD) for projects within the South Coast Air Basin. Modeling will be conducted using the most current version of California Emissions Estimator Model (CalEEMod) and will be included as an appendix to the environmental document. Model data will be compiled for the following project activities:
construction, operation, local significance thresholds, health, and GHG.
TDA will oversee preparation of a technical analysis to evaluate potential energy impacts associated with the proposed project that would meet CEQA requirements. This technical analysis will be prepared by Urban Crossroads.
Phase I Cultural Resources Report
TDA will oversee preparation of a technical analysis to evaluate potential impacts the cultural resources (archaeological and historical resources) along the pipeline alignments. CRM TECH staff are extremely adept at preparing cultural resources reports, and have conducted several studies for similar well development projects. Where applicable, CRM TECH staff will facilitate compliance with compliance with Section 106 of the National Historic Preservation Act. CRM TECH will also conduct a field study of the project area, as well as a records search of the footprint to ultimately compile a Historical/Archaeological Resources Survey Report that will meet CEQA. CRM TECH will also reach out to area tribes to invite them to attend the site survey, as we have found this to be a useful tool in consulting under AB 52. 7
Biological Resources Report & Jurisdictional Delineation TDA believes that a biological resources assessment must be developed for this project. While much of the data from the Phase 1 Report can be utilized, this report will be geared towards CEQA compliance, and will also cover the areas that the City identifies for facilities to be installed as part of the project. This is therefore presented as an optional task. TDA will oversee preparation of a technical analysis to evaluate potential impacts the biological resources that may occur near or within the project footprint, which includes each of the well sites and along the pipeline alignment. HDR staff are incredibly familiar with the project area, and have conducted several studies for similar project. Because the project footprint may include areas that have not been completely developed, this assessment is crucial to determining what species may be impacted by the proposed project, and HDR will determine the appropriate treatment of any potential species that may exist within the footprint, in most cases through implementation of mitigation that complies with California Department of Fish and Wildlife standards and requirements. Additionally, as part of the biologist's field assessment, HDR will determine whether any jurisdictional features would be impacted by the proposed project, and if jurisdictional features are determined to be present within the construction footprint, HDR will prepare a Preliminary Jurisdictional Delineation. This is a task for which a fee is provided in this proposal, but is dependent on the determination made as a result of the biological field survey.
Additionally, HDR biologists will prepare a Western Riverside MSHCP Consistency Analysis. This does not include conducting any new individual focused species surveys. If necessary because of the MSHCP, additional surveys will be at an additional cost at the recommendation of the biologist.
Refine Hydrological Analysis (Condense Phase I Report, and Expand on Hydro/ogica/ impacts related to new recycled water use faci/ities)
While much of the data from the Phase 1 Report can be utilized to support the hydrological impacts that will be analyzed in the Focused EIR, West Yost will work with the Project Team and the City to analyze the potential impacts to water quality, surface water hydrology, and groundwater levels as a result of implementation of the proposed project. The analysis will focus on impacts to surface water and groundwater based on location(s) of the proposed project and articulate the perceived impacts to the parameters described above, if any.
Noise Impact Analysis
TDA will oversee preparation of a technical analysis to evaluate potential noise and vibration impacts for the construction and operational phases proposed project. Urban Crossroads and TDA will utilize previous experience and knowledge of similar noise environments to characterize the existing conditions for the project area. The ambient noise environment around the project site is expected to be relatively low, based on the residential location of the well development site. Urban Crossroads will conduct 24 -hour noise monitoring at the project site to establish noise baseline. Urban Crossroads will assess temporary noise and vibration impacts during project construction activities using industry -standard analysis techniques and using scheduling, equipment mix, hauling, and truck trip information as provided developed in coordination with the City and Project Team. Additionally, construction -related vibration will be 8
analyzed with respect to the adjacent residences located adjacent to the project footprint.
Construction related noise and vibration impacts will be analyzed in terms of the surrounding non -sensitive and sensitive receptors. The findings of the noise and vibration analyses and impact assessment will be provided in the Focused EIR and pertinent calculations and technical information will be provided in an Appendix.
Note that it is possible that comments on the Notice of Preparation/IS/MND may indicate that additional technical studies should be considered as part of the CEQA process to ensure full substantiation of each issue. These topics include but are not limited to Wildfire (Wildfire Protection Plan/Evacuation Plan), Transportation (Vehicle Miles Traveled/Trip Generation), Agricultural Resources (Land Evaluation Site Assessment), Hazards and Hazardous Materials (Phase 1 Environmental Site Assessment) and Geology and Soils (Geotechnical Report). This will be assessed as an addition to our scope of work.
Subtask 12c: Draft Initial Study (ruling out any topics that may be potential significant to focus on in a Focused EIR and Notice of Preparation Draft Initial Study
The draft IS/MND will follow the CEQA Guidelines Appendix G Initial Study format and will clearly identify and address all potential issues facing the proposed project. It will be clearly written and will avoid the use of technical jargon, to the extent possible, so that the document is easily understood, whist meeting all of the requirements set forth in CEQA and the State CEQA Guidelines. The completed draft IS/MND will be submitted to the City and Project Team for initial review and comment. We assume two rounds of review of the draft IS/MND.
Modification to the scope of work, budget, and time frame may be necessary if additional reviews are required.
Note that the IS/MND will be utilized in support of the Notice of Preparation (NOP) of the Focused Environmental Impact Report (EIR)
Finalize Initial Study
TDA will edit the IS/MND upon receipt of the comments from the City and Project Team. TDA will reproduce and distribute the public draft IS/MND and NOI to responsible agencies, trustee agencies, and other special interest groups and individuals identified on a distribution list to be developed in consultation with WMWD. It is assumed that TDA will file the NOI with the Riverside County Clerk -Recorder and a Notice of Completion with the State Clearinghouse. TDA will draft a Notice of Availability (NOA), which will provide notice to the public pursuant to CEQA Guidelines Section 15072(b). TDA will provide copies of the draft report and notices to public agencies and interested parties, as required.
Draft Notice of Preparation (NOP)
TDA will prepare a Notice of Preparation (NOP) based on the Project Description prepared to 9
address the scope and facilities proposed by the project, and will include the Draft Initial Study as part of this posting. The NOP will announce the City's intent to prepare a Focused Program EIR for compliance with CEQA. TDA anticipated expending approximately 10 hours of Project Manager time, in addition to a few hours of other TDA Staff time in preparation of the NOP.
The end product of this effort will be a final decision on the scope of the EIR and a set of responses that will identify the concerns of the various member agencies and other interested parties in the Project as a program.
Pub/ish NOP in Newspaper, File NOP with County and State Clearinghouse TDA will assist the City with noticing the NOP in the newspaper of local circulation, and will file the NOP Notice with both the County and State Clearinghouse. This effort includes drafting the Notice, time expended filing the notice, and the cost of the newspaper notice as a direct cost.
Distribute NOP via Signature Service Priority Mai/ to up to 30 recipients TDA will reproduce and distribute notice of the public draft IS/MND and NOP to responsible agencies, trustee agencies, and other special interest groups and individuals identified on a distribution list to be developed in consultation with the Project Team and the City. This shall include Priority Mail Signature Service mailings to up to 30 recipients. Additional recipients will be assessed at an additional direct cost (about $13 per mailing). This approach allows us to maintain a list of recipients' receipt of the mailings to be maintained as part of the project file in the event an entity claims that it did not receive said mailer. TDA will also email any recipients that the City identifies as part of our efforts.
Accessibility Remediation (making the document accessible per State Clearinghouse Requirements) (Assume up to 500 pages at $5 pp)
TDA is including Accessibility Compliance as part of our new scope of work because, in order to submit documents to the State Clearinghouse, Accessibility is a newer requirement that must be met. TDA has researched a number of options for Accessibility compliance, and it would appear that outsourcing the documents to experts in this field is the most cost effective approach for meeting this requirement. TDA is presently working from an assumption that the cost per page to make a document accessible (including all technical studies) is an average of 5 dollars per page, with a potential for upwards of 6 dollars per page due to the complexity of the documents we produce (primarily the number of tables used). Thus, TDA is providing a scope of work that assumes that this Initial Study/NOP package will not exceed 500 pages, and the budget allocated to this task reflects this assumption. Additional pages will be charged at cost by the selected PDF remediation team. TDA expects to utilize Allyant for this project.
Hold a Scoping Meeting during 30 day Notice of Preparation Comment Period A Scoping Meeting is held during the Notice of Preparation circulation as part of preparation of an EIR. TDA has also held community meetings during the public review process for an EIR with the aim of communicating the project impacts to stakeholders and the public, or to obtain comments on the EIR from the public after explaining the project purpose, objectives, and impacts. TDA would work with the City and Project Team to determine the appropriate 10
audience for the scoping meeting, and would send out notification to these persons or entities via mail, with publication of the notice for the scoping meeting in the local newspaper. TDA will prepare the presentation, provide scoping meeting materials, and would put forth the best of our team address the scale of the scoping meeting necessary to meet the needs of this project.
TDA anticipates that up to two members of each Project Team would be available in person or virtually to attend the scoping meeting.
Subtask 12d: Draft Focused EIR
Executive Summary, /ntroduction, and Project Description (Chapters 1-3) An EIR typically begins with an Executive Summary and an Introduction. The Executive Summary typically summarizes the impacts of implementing the project, and summarizes mitigation measures that support the environmental impact determination. The Executive Summary also summarizes the alternatives to the proposed project. The Introduction discusses the purpose and use of the EIR, and also incorporates comments received during the NOP comment period and directs the reader to where their comments are answered in the document and briefly responds to each comment. In addition to the above, the EIR must discuss alternatives and topical issues such as growth inducement. TDA Staff will draft these chapters, and has included refinement as part of collaboration with the Project Team, Legal Team, and City.
Focused EIR Environmental Topics (expected to be up to 8 of the 21 Initial Study Checklist Topics; excluding Bio & Hydro/ogy)
As the scope of the Focused EIR has not yet been narrowed, TDA anticipates that up to 8 subchapters may be analyzed in the Focused EIR, excluding Biological Resources and Hydrology and Water Quality, which are discussed in more detail below. These 8 topics are likely, though not "surely" to include topics such as Air Quality, Cultural Resources, Energy, Greenhouse Gas, Noise, Tribal Cultural Resources, and Utilities and Service Systems. TDA Staff will draft these chapters, and has included refinement as part of collaboration with the Project Team, Legal Team, and City.
Biological Resources EIR Subchapter
This subchapter shall be evaluated in coordination with HDR as this is their area of expertise.
Close attention to impacts to biological resources and mitigation required to minimize impacts to biological resources shall be evaluated herein. TDA Staff will draft this chapter. HDR Staff, in coordination with West Yost and TDA, will work on development of a mitigation measure that outlines the proposed components of the AMMP. This will be utilized as a mitigation measure to address potential impacts from the proposed reduction in discharge by the City as part of this project.
Hydrology 8( Water Quality EIR Subchapter
This subchapter shall be evaluated in coordination with West Yost as this is their area of expertise. The impacts to surface water and groundwater quality, and surface water flow and 11
groundwater levels will be articulated along with any mitigation measures to minimize impacts.
TDA is including up to 45 hours of our staff time in developing this subchapter. West Yost Staff, in coordination with HDR and TDA, will work on development of a mitigation measure that outlines the proposed components of the AMMP. This will be utilized as a mitigation measure to address potential impacts from the proposed reduction in discharge by the City as part of this project.
Alternatives
TDA will work with the City, Legal, and Project Team to develop Alternatives that shall be evaluated as part of the Alternatives Analysis in the PEIR. TDA Staff will draft this chapter. Input from West Yost and HDR on how the alternatives would cause different or lesser impacts on Biological Resources and Hydrology and Water Quality will be provided. TDA expects that this analysis will evaluate a No Project Alternative and a singular Alternative to the proposed project.
Analysis of additional alternatives falls outside of this scope of work and may require an amendment to this cost proposal.
Growth Inducing Topics
TDA will work with the City, Legal, and Project Team to provide an analysis of growth inducing impacts that may result from the proposed project. This analysis will include cumulative impact analyses for each of the topics analyzed in the Focused EIR.
Mitigation Monitoring and Reporting Program
TDA will prepare a Mitigation Monitoring and Reporting Program (MMRP) based on mitigation measures identified in the IS/MND and pursuant to Section 21081.6 of the CEOA Public Resources Code. The MMRP will be defined through working with City staff to identify appropriate monitoring steps/procedures in order to provide a basis for monitoring such measures during and upon project implementation. It will identify the significant impacts that would result from the proposed project; proposed mitigation measures for each impact; the timing at which the measures will need to be conducted; the entity responsible for implementing the mitigation measure; and City or other agency responsible for monitoring the mitigation effort and ensuring its success.
Collaboration with Legal Team and City to refine the Draft EIR (Expect up to 2 rounds of review with modest changes per Legal)
In our experience, collaborating with the City's Legal Team can make the end result of an EIR better, but it can require a good amount of time dedicated to ensuring that the whole team understands the revisions, why such revisions are needed, and revising the document correctly.
Subtask 12e: Final Focused EIR
Compile Final EIR as PDF in two volumes (Volume 1: EIR; Volume 2: Technical Appendices) TDA will compile two PDF documents that will make up two volumes of the EIR. This effort is 12
mainly organizational in nature, but as the EIR is a legal document, it requires attention to detail.
Prepare and Publish Notice of Completion and Notice of Availability in Newspaper, File Notices with County and State Clearinghouse
TDA will assist the City with noticing the DEIR through a Notice of Availability (NOA) in the newspaper of local circulation, and will file the NOA and Notice of Completion (NOC) with both the County and State Clearinghouse. This effort includes drafting the Notices, time expended filing the notice, and the cost of the newspaper notice as a direct cost.
Distribute PEIR Notices via Signature Service Priority Mai/ to up to 30 recipients TDA will reproduce and distribute notice of the public draft PEIR to responsible agencies, trustee agencies, and other special interest groups and individuals identified on a distribution list to be developed in consultation with the Project Team and the City. This shall include Priority Mail Signature Service mailings to up to 30 recipients. Additional recipients will be assessed at an additional direct cost (about $13 per mailing). This approach allows us to maintain a list of recipients' receipt of the mailings to be maintained as part of the project file in the event an entity claims that it did not receive said mailer. TDA will also email any recipients that the City identifies as part of our efforts.
Accessibility Remediation (making the document accessible per State Clearinghouse Requirements) (Assume up to 2000 Pages at $5 pp)
TDA is including Accessibility Compliance as part of our new scope of work because, in order to submit documents to the State Clearinghouse, Accessibility is a newer requirement that must be met. TDA is presently working from an assumption that the cost per page to make a document accessible (including all technical studies) is an average of 5 dollars per page, with a potential for upwards of 6 dollars per page due to the complexity of the documents we produce (primarily the number of tables used). Thus, TDA is providing a scope of work that assumes that this Initial Study/NOP package will not exceed 2,000 pages, and the budget allocated to this task reflects this assumption. Additional pages will be charged at cost by the selected PDF remediation team. TDA expects to utilize Allyant for this project.
Option to Hold a Scoping Meeting during 45 day E/R public review period A Scoping Meeting is not required to be held during the public comment period of the Draft PEIR. TDA has also held community meetings during the public review process for an EIR with the aim of communicating the project impacts to stakeholders and the public, or to obtain comments on the EIR from the public after explaining the project purpose, objectives, and impacts. TDA would work with the City and Project Team to determine the appropriate audience for the scoping meeting, and would send out notification to these persons or entities via mail, with publication of the notice for the scoping meeting in the local newspaper. TDA will prepare the presentation, provide scoping meeting materials, and would put forth the best of our team address the scale of the scoping meeting necessary to meet the needs of this project.
TDA anticipates that up to two members of each Project Team would be available in person or virtually to attend the scoping meeting.
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Subtask 12f: Findings of Fact and Statement of Overriding Considerations Prepare Findings of Fact and Statement of Overriding Considerations (FoF and SOOC) (Assume in conjunction with Legal)
An SOOC is prepared when a project has unavoidable significant impacts. When this occurs the lead agency must identify the socioeconomic, technical or logistical reasons that balance the unavoidable significant adverse impacts. TDA will aid the City and Project Team in identifying the overriding considerations, and will aid the Legal team in drafting the Findings of Fact that must be adopted in conjunction with the EIR if any individually or cumulatively significant impacts are identified. Note that the FoF and SOOC are effectively a copy of the determinations made in the EIR, as a result, they can be quite lengthy and require a great deal of effort to compile. If TDA is to prepare the whole of this document without Legal, it will require about 60 hours to prepare the first draft of the document.
Collaboration with Legal Team and City to refine the FoF and SOOC (Expect up to 2 rounds of review with modest changes per Legal)
This task is dedicated to refining the FoF and SOOC in collaboration with the City's Legal Team.
The end result will be a final document. TDA is including up to 35 hours of TDA Staff time dedicated to this effort.
Subtask 12g: Finalize Focused EIR
Finalize Focused EIR
TDA will compile two PDF documents that will make up two volumes of the Final PEIR. This effort is mainly organizational in nature, but as the PEIR is a legal document, it requires attention to detail.
Respond to Comments
If any comments are received during the 45 -day Draft PEIR public review period, TDA will work with the City and Project Team and Legal to address comments. It is expected that the number of comments received would be no more than 60 discreet comments will be made on the project (more than one comment can be included in one comment letter), and if greater comments on received, our scope of work may need to be amended. Responses can be handled through a memorandum and included in the staff report to the City Council/Planning Commission.
Accessibility Remediation (making the document accessible per State Clearinghouse Requirements) (Assume up to 200 pages at $5 pp)
TDA is including Accessibility Compliance as part of our new scope of work because, in order to submit documents to the State Clearinghouse, Accessibility is a newer requirement that must be met. TDA is presently working from an assumption that the cost per page to make a document accessible (including all technical studies) is an average of 5 dollars per page, with a potential for upwards of 6 dollars per page due to the complexity of the documents we produce 14
(primarily the number of tables used). Thus, TDA is providing a scope of work that assumes that this Initial Study/NOP package will not exceed 200 pages, and the budget allocated to this task reflects this assumption. Additional pages will be charged at cost by the selected PDF remediation team. TDA expects to utilize Allyant for this project.
Attend up to two City Public Hearings on Project
TDA will attend public hearings at which the Final PEIR is up for consideration by the Board.
TDA may include up to two staff members, in addition to up to two HDR and West Yost staff at these hearings. TDA will present the Final PEIR to the City and has included preparation of a presentation to the City as part of this scope of services. The Project Team will be available to answer questions made by the City and also to respond to any comments made by the public at the hearings.
Prepare and File Notice of Determination
TDA prepare the NOD for the project and will file it with the Riverside County Clerk -Recorder & State Clearinghouse within five days of project approval by the City. This task assumes that TDA will pay the appropriate CDFW filing fees on the City's behalf. TDA has dedicated time to preparing the NOD, as well as filing the NOD with the County and State.
Task 13: Prepare the AMMP
The objective of this task is to prepare the AMMP. Based on the July 2025 meeting with the SWRCB, submission of a draft AMMP alongside CEQA will aid regulators with their review of the Change Petition. We envision a draft AMMP be submitted with the final filing of the change of use petition, which will be reviewed by the regulators (e.g., CDFW and SWRCB) during the Change Petition Review and CEQA process. A final draft will be submitted to the SWRCB addressing comments from the regulators. The AMMP outline, based on the current understanding of the project, is as follows:
1. Background — including project description and regulatory requirements, description of the study area and hydrology/habitat, and objectives of the AMMP.
2. Predicted changes in Cooper's Creek and San Timoteo Creek hydrology and habitat — this section will summarize any predicted changes in hydrology and habitat based on reductions in discharges at the Beaumont WWTP. Information summarized in the Phase 1 Report as well as any new data from the baseline monitoring program (if available at the time of drafting the AMMP) will be incorporated and used for preparation of this section.
3. Preliminary metrics for habitat sustainability — this section will be based on the information in the Phase 1 Report and any refined information developed in Phase 2.
This section will also define specific and measurable criteria for determining ecological success of mitigation and to determine if Project impacts are offset. 15
4. AMMP monitoring program - this section will describe the monitoring program to track the extent/health of the Cooper's Creek riparian habitat and the factors that could affect it. The monitoring program will consider outcomes of the initial year of baseline monitoring performed pursuant to the Cooper's Creek Habitat Characterization and Sustainability Report. The monitoring program will be designed to compare the monitoring data versus the preliminary metrics for habitat sustainability, which could trigger mitigation measures.
5. Potential mitigation measures — this section will provide a list of potential strategies to mitigate adverse impacts to the riparian habitat in the event that such impacts are identified by the monitoring program and attributed to Project implementation. [taken from Cooper's Creek Discharge Hydrogeologic and Operational Feasibility Report]
6. Annual reporting — this section will describe the commitment to prepare annual reports that document the monitoring program and data analysis. The AMMP will include an annotated table of contents for the Annual Report.
7. Process to update the AMMP — this section will describe the process to revise the AMMP in the future based on the results and conclusions of the monitoring program.
Revisions could include modifications to the monitoring program, metrics for habitat sustainability, and need for mitigation actions.
Other sections may be added as needed or as directed by the City. An Administrative Draft AMMP will be provided to the City for review and comment. We will incorporate one round of comments from the City into a Draft AMMP for submission with the Change Petition. A draft final AMMP will be prepared based on comments from the SWRCB and CDFW, including an appendix documenting responses to regulator comments. A final AMMP will be prepared to address one round of comments from the City on the draft final AMMP.
Assumptions:
1. A draft AMMP can be filed prior to the final filing of the Change Petition.
2. The draft AMMP will continue to be reviewed during the Change Petition review and CEQA process.
3. The final draft will include a response to regulator comments as an appendix.
Deliverables:
1. One Administrative draft AMMP to the City
2. One Draft AMMP incorporating City comments to the SWRCB
3. One Draft Fina AMMP incorporating SWRCB and CDFW comments to the City
4. One Final AMMP incorporating City comments to the SWRCB Task 14: Change Petition Support
At the request of the City, the Project Team will assist the water rights attorneys from Somach, Simmons, & Dunn (Somach) with the preparation and submission of the Change Petition. 16
Subtasks include:
1. Compilation of supporting documentation
2. Preparation of a project description
3. Meetings between Somach and the Project Team
Assumptions:
1. Somach will lead the completion and filing of the Change Petition and the Project Team will support.
2. Meetings are virtual, bi-monthly, and 1 -hour in length Deliverables:
1. Agendas and meeting notes for each meeting
2. Project description for the Change Petition
3. Other as -needed deliverables to support Somach in the submission of the Change Petition
Task 15: Prepare Scope of Work and Cost Estimate for Phase 3 As described above, much of the work scoped to be completed in Phase 2 and Phase 3 are now being proposed to be completed in Phase 2. We have included budget in Phase 2 to assess the status of the overall AMMP project and recommend and prepare a scope and costs to complete the project under Phase 3. We foresee Phase 3 addressing any remaining issues following the final filing of the Change Petition and continued implementation of the monitoring program. At the end of Phase 2, we will prepare a scope of work and cost estimate for project completion in Phase 3.
Assumptions:
1. A total of 99 hours is assumed to prepare the scope and costs for Phase 3.
Deliverables:
1. Letter proposal with scope of work, schedule, and costs.
Task 16: As -Needed Support
Task 16 provides budget for any out -of -scope items requested by the City during Phase 2. It is our understanding that the City would like to approve any utilization of out -of -scope work, so the Project Team will seek approval from the City prior to billing any time to this task.
Assumptions:
1. Any work performed under this task will be approved first by the City.
2. 140 hours are assumed in this task.
17
Deliverables:
1. To be defined based on the requests.
Optional inclusion of Task 17: Stream Gaging (DWR Grant Funded) The City secured a DWR grant to install, manage, and monitor four stream gages in the Cooper's Creek and San Timoteo Creek. These four stream gages are part of the Baseline Monitoring Program described in the Phase I Report. DWR indicated that the work would need to be procured via a request for proposal. Based on this requirement, the Project Team has prepared this scope as an optional task within Phase 2. Task 17 would be fully funded through the DWR grant. Additional technical details are provided in the Phase 1 Report. The scope is as follows:
1. Site selection - this includes working with the City to outreach to private landowners in the vicinity of the proposed locations of each stream gage. West Yost will visit the sites and may move the locations slightly based on based on the observed hydrology and geomorphology and give preference to those with favorable access.
2. Installation of stream gaging equipment - this includes all work necessary to purchase equipment and install/construct each stream gage.
3. Operations and maintenance - this includes routine maintenance, upkeep, and stream gage measurements.
4. Development of rating curves - this includes data compilation and calculations of rating curves at each of the four stream gages. The rating curve will equate the stream stage to estimate stream flow.
5. Reporting - a report will be prepared summarizing the work completed in the above subtasks
Assumptions:
1. Permit fees are included above in Task 10d.
2. A maximum of four stream gages will be installed, maintained, and operated during the Phase 2 period, assuming hydrological and access conditions are met.
3. Based on the addition of scope by the DWR requirements (including the reporting component), a contingency budget to the stream gaging effort was added to Task 10d so Task 17 can be used to exclusively track grant funded activity.
4. Five total flow measurements will occur during Phase 2.
Deliverables:
1. One draft Stream Gage Installation and Surface Water Monitoring Report (as requested by DWR) to the City of Beaumont.
2. One final Stream Gage Installation and Surface Water Monitoring Report incorporating City of Beaumont comments will be submitted to DWR.
18
Schedule and Cost
We anticipate Phase 2 to be completed by the first quarter of 2028. Baseline monitoring activities and stream gaging activities will begin as soon as the Project Team receives authorization. The other tasks will commence at various times. Phase 2 will foreseeably finish when the Baseline Monitoring Report is submitted or by the final filing of the Change Petition, whichever occurs last.
The total cost to complete Phase 2 is $1,395,559 without the stream gaging task (Task 17), and $1,503,559 with the stream gaging task. This would supersede the approved Phase 2 Budget of $589,000 and all future billings against this project will be, depending on whether the City desires to approve the stream gaging task, against a total budget as follows:
Table 1: Total Budget Proposed
Phase I Budget
New Phase II
Budget
Phase III Budget'
Total Budget
_
Without Stream Gaging
$267,160
$1,395,559
$141,000
$1,803,719
With Stream Gaging
$267,160
$1,503,559
$141,000
$1,911,719
'Note that much of the work scoped to be completed in Phase 2 and Phase 3 are now being proposed to be completed in Phase 2; we foresee Phase 3 addressing any remaining issues following the final filing of the Change Petition and continued implementation of the monitoring program
Beaumont will be charged on a time and materials basis not to exceed the Phase 2 total approved by the City. Anything over the approved amount will be requested and approved of by the City in writing.
For comparison purposes, TDA, offers a breakdown of costs that compares the Scope of Work for Phase 2 (Original) and Phase 2 (Proposed) in Tables 2 and 3, below, respectively. As previously stated, the scope of work for the overall task at hand has expanded since our original proposal as described throughout this budget amendment, with the main tasks to be included in Phase 2 henceforth are:
1. Expanded scope of CEQA Analysis (an EIR was not originally forecast to be necessary to be prepared, and an EIR is now being proposed to accommodate looking at the Change Petition, Facilities Proposed for Change of Use and AMMP
2. Preparation of the full AMMP has been brought forth from Phase 3 to be prepared and addressed in Phase 2
3. The Project Team will be responsible for drafting the Change Petition itself in coordination with the City's Legal Team
4. Implementation of the Baseline Monitoring Program presented in the TM to address Scenario
19
Table 1: Phase 2 Original Scope of Work and Costs
Task 9 - Project Management and Meetings
$45,000.00
Task 10 - Assess the Hydrologic and Operational Capacities from Operating the Discharge Under Current and Future Discharges
$200,000.00
Task 11 - Identification of Conceptual Project
Mitigations to Biologic Resources
$12,000.00
Task 12 - Assess Engineering Feasibility of Operational Alternatives and Mitigation Actions $75,000.00
Task 13 - CEQA Checklist Evaluation of Project
Alternatives
$150,000.00
Task 14 - Prepare Cooper's Creek Discharge Hydrogeologic and Operational Feasibility Report $30,000.00
Task 15 - Implement first year of Baseline Monitoring Program $40,000.00
Task 16 - Prepare scope of work and cost estimate to prepare the AMMP $12,000.00
Phase 2 As Needed Support - Other Additional Work to Support City in Applying for Change Petition an Obtaining AMMP Approval $25,000.00
Totals
$589,000.00
Already Expended as of August 12, 2025
$115,897(.08)
20
Table 2: Phase 2 Proposed Scope of Work and Costs
Task 9 - Phase 2 Project Management, Phase 2 Scoping, and Meetings $180,613.00
Task 9a - Project Management
$25,729.00
Task 9b - Recurring Meeting
$113,522.00
Task 9c - Phase 2 Scoping Activities
$41,362.00
Task 10 - Baseline Monitoring Program
$401,801.00
Task 10a - Installation Activities
$63,484.00
Task 10b - Biologic Baseline Monitoring Activities
$96,062.00
Task 10c - Hydrologic Baseline Monitoring Activities
$94,553.00
Task 10d - Stream gaging contingency
$59,719.00
Task 10e - Reporting of Baseline Monitoring Program
$87,983.00
Task 11 - Develop Conceptual Project Mitigations to Biologic Resources $23,575.00
Task 12 - CEQA Checklist Evaluation
$449,096.00
Task 12a — Project Oversight
$59,171.00
Task 12b - Technical Analyses and Modeling
$115,562.00
Task 12c - Draft Initial Study
$40,502.00
Task 12d - Draft Focused EIR
$135,062.00
Task 12e - Final Focused EIR
$35,016.00
Task 12F — Findings of Fact and Statement of Overriding Consideration $14,550.00
Task 12G - Finalize Focused EIR
$49,203.00
Task 13 - Prepare AMMP
$124,479.00
Task 14 - Change Petition Support
$39,682.00
Task 15 - Prepare Scope of Work and Cost Estimate for Phase 3 $23,866.00
Task 16 - As -Needed Support
$36,550.00
Optional Task 17 - Stream Gaging
$108,000.00
Already Expended on Phase 2 as of August 12, 2025
$115,897.00
Tota/ without Stream Gaging
$1,395,559
Total with Stream Gaging
$1,503,559
21
Conclusion
TDA appreciates the opportunity to submit this proposal to the City, as the representative of the project team. Kaitlyn Dodson -Hamilton will continue to oversee preparation and carry out all final editing of the document(s) prepared to support the proposed project. The scope of work outlined above will lead to a fully substantiated CEQA environmental determination and submission of the Change Petition for the proposed project over a period beginning in August or September of 2025. Should you have any questions regarding the above amendment to our proposal, please feel free to give me a call.
Sincerely,
Kaitlyn Dodson -Hamilton, Vice President, TDA
22
Table 1. Work Breakdown Structure and Fee Estimate to Perform Phase 2 Professional Services Description
Labor Hours and Cost
Other Direct Charges (ODCs)
Total
Program Costs
Phase/
Task
West Yost
Task
Multi-
plier
Total Labor
Travel
Permits
Equip-
men t
Drone Surveys
Sub-
consultant
Total ODCs
Environmen
tal Specialist
Envimn-
mental
Specialist
Environm
ental
Analyst
Scientist
Manger)
Principal
Geologistll
Principal
ScientistI
Senior
Hydrogeologistl
Associate
Geologist
II
Geologist
II
Field
Tech.
Admin.
IV
Snr.
Environ-
mental
Manager
Snr.
Biologist
Biologist II
GIS
Specialist
Person
Hours
Labor Cost
Sub -task
Phase/
Task
Sub -Task
Sub-
task
Phase/
Task
Task 9 - Phase 2 Project Management Phase 2 Soaping, and Meetings $180,613 Task 9a - Project Management
$25,729 $0 $25,729
Project Management Activities 10.0 50.0
8.0 6.0 30.0 12.0
1 116.0 $25,729 $25,729
Task 9b- Recurring Meeting _
$113,522 _ _ $0 $113,522
Virtual monthly Check in Meetings with City (36 total)
10.0 40.0 10.0
; 30.0
45.0 36.0
36.0 1
207.0 $54,673
I
_
$54,673
_
Virtual monthly Check in Meetings with Consultant Team (36 total)
10.0 40.0
10.0 10.0
; 30.0
4.0 30.0
8.0 j
36.0 4.0
36.0 1
192.0 $50,043
$50,043
Virtual Check in Meetings with Regulators (4 total)
10.0 4.0
1 40.0 ( $8,807 (
j
$8,807
Task 9c- Phase 2 Scoping Activities.
$41,362 $0
$41,362
Develop Scope of Work for Phase 2
As -needed Meetings with ProjectTeam, City, and Regulators to Develop Scope
5.0 35.0
5.0 4.0
20.0 35.0
8.0 16.0
1 128.0 $32,260
$32,260
$9,102
$0
6.0 15.0
4.0 4.0
1 29.0 $9,102
1 0.0 so
Task 10- Baseline Monitoring Program $401,801
Task 10a- Installation Activities
-
$32,864 $30,620 $63,484
Prepare, purchase, and organize equipment
5.0 1.0
1.5 20.0
4.0 6.0
40:0
6.0 10.0
30.0 24.0
1 1
1 1
1 65.0
41.0 0.0
0.0 41.5
$17;166
$7,438
$0
$0
$8,260
$130
$130
$130
$130
$ 50.00
$ 50.00
$180
$180
$17,166
$7,618
$180
Coordination with well owners and canvassing for the installation of transducers in 10 existing wells Canvassing for installation of four stream gages
Installation of four stream gages
Installation of 10 transducers and set up of well information in the project database $ 30,000.00
$130
$30,130
$130
$38,390
Task lob - Biologic Baseline Monitoring Activities
$67t2fi2 $28,800 $96:062
Collection, processing, and analysis of four years of NDVI data (2024-2027) Two drone surveys (2026 and 2027)
One ground survey (2027)
S 0 10.0 16.0
46.0 •
8.0 120.0
16.0 80.0
16.0 18.0
1 1
1 77.0 $19,875
40.0 $7,174
216:0 $40,213
$19,875
$800
$8,000
$20,000
$20,800 :
$8,000
$27,974 i
$48,213
Task 10c- Hydrologic Baseline Monitoring Activities
$81,803 $12,750 $94,553
Quarterly downloads of ten groundwater transducers (8 downloads) Six flow measurements (three per year) at four stream gages Referesing, nepointan thdwegadoftansurerdata
Reference point and thalweg elevation surveys
8.0 5.0
.0
j
22.0 90.0
6.0 32.0
200.0
; 10.0 ; :
;
1 1
1 1
230.0
0.0 21.006.0
21.0 $37,363
$0
$25,824
$4,425
$1,170
$130
$450
$11,000
$1,620
$11,130
$38,983
$0
$25,824
$15,555
$4,296
$9,895
-_
Collect climate data
Collect Maximum Benefit Data, processing, QA/QC, and uploading
5.0 8.0
10.0 i
;. . . .
1 1
15.0 40.0
$4,296
$9,895
Task 104- Stream gaging contingency
$39,719 $20,000 $59,719
Stream gaging contingency
60.0 40,0 80.0
1 180.0 $39,719 $10,000 $10,000 $20,000 $59,719
Task 10e- Reporting of Baseline Monitoring Program
$87,983 $0 $87,983
Prepare draft Baseline Monitoring Report
Prepare final Baseline Monitoring Report
5.0 15.0
5.0 5.0 }
5.0 20.0 70.0 85.0
5.0 20.0 25.0
6.0 60.0
2.0 20.0
1 1
266.0
82.0 $67,817
$20,166
$67,817
$20,166
Task 11- Develop Conceptual Project Mitigations to Biologic Resources $23,575 Task 1 -
$23,575 $0 $23,575
7.0 20.0
4.0 4.0 20.0 20.0
4.0 20.0 1 99.0 $23,575 $23,575
Task 12- CEQA Checklist Evaluation of 1211 Permit Change of Use, Fuentes Proposed for Change of Use and AMMP $449,096 Task 12a-
$59,171 S0 $59,171
Meetings to go over CEQA progress, discuss revisions, and determine scope
10.0 I 30.0 15.0
15.0 15.0
15.0 15.0
10.0 0
I4 {I
I
1 1
115.0
56.0 24,41
120.0
$26,607
$24,413
�
$26,607 ;
_
$8,,41
$24,413
ProjectManagement Administration (specific to CEQA)
10.0 36_0
10.0 � 15.0
Finalizing h
Drafting and Finalizin the Project Description
10.0 50.0
T
10.0 20.0
5.0 LL
1 ,
Task 12b -Technical Analyses and Modeling
$49„592 $66,000 $115,592
A
Air Quality Impact Analysis
10.0 24.0
16.0 1
1 1
1 1
1 1
10.0 10.0
10.0 10.0
132.0
60.0 10.0
$1,500
$1,500
$1,500
$1,500
$26,076
$16,016
$1,500
$ 13,000,00
$ 13,000.00
$13,000
$13,000
$14500
$14500
Greenhouse Gas Analysis
10.0 E
Energy Impact Analysis
10.0 10.0
20.0 20.0
8.0 64.0
$ 12,500.00
$ 15,000.00
$ 12,500.00
$12,500
$15,000
$12,500
$14,000
$16,500
$26,076
$16,016
$14,000
P
Phase I Cultural Resources Report
Biological Resources Report 8 Jurisdictional Delineation
20.0 20.0
10.0 {
Refine Hydrological Analysis (Condense Phase I Report, and Expand on Hydrological impacts related to new recycled water use facilities) N
. . . . : . . . . . : . . . . _ . . _ . . _ . .
_ . . ; _ _ .. _ _ .
$34,602 $5,900
$40;502
Draft Initial Study
10.0 65.0
15.0 10.0
20.0 1
95.0 $13,550
$13,550
Finalize Initial Study
Daft Notice of Preparation (NOP)
5.0 2.0
10.0 2.0
5.0 5.0
5.0 5.0
1 1
1 1
1 1
30.0 14.0
14.0 8.0
20.0 40.0
$4,150
$2,050
$2,050
$975
$2,775
$9,052
$135,062
$400
$ 2,000.00
$ 500.00
$ 3,000.00
$2,000
$500
$3,000
$400
$0
$4,150
$2,050
$4,050
$1,475
$5,775
$9,452
$135,062
Publish NOP in Newspaper, File NOP with County and State Clearinghouse Distribute NOP via Signature Service Priority Mail to up to 30 recipients Accessibility Remediation (making the document accessible per5tate Clearinghouse Requirements)(Assume up to 500 pages at$5 pp) Hold a Scoping Meeting during 30 day Notice of Preparation Comment Period Task 12d -Draft Focused EIR
2.0 10.0
3.0 15.0
15.0 2.0
5.0 5.0
5.0 Executive Summary, Introduction, and Project Description (Chapters 1-3) Focused ElR Environmental Topics (expected to be up to 8 of the 2llnitial Study Checklist Topics; excluding Bio&Hydrology) Biological Resources El R Subchapter
Hydrology & Water Quality El R Subchapter
5.0 25.0
5.0 5.0
5.0 5.0
5.0 60.0
150.0
30.0 30.0
25.0 20.0
20.0 10.0
45.0 10.0
10.0 10.0
10.0 10.0
15.0 15.0
30.0 30.0
8.0 10.0
40.0 10.0
1 1
1 1
1 1
1 75.0 $10,900
220.0 $31,475
93.0 $17,764
90.0 $20,793
105.0 $26,089
35.0 $4,900
35.0 $4,900
$10,900
$31,475
$17,764
$20,793
Alternatives
Growth Inducing Topics
Mitigation Monitoring and Reporting Program
$26,089
$4,900
$4,900
Collaboration with Legal Team and City to refine the Draft EIR(Expect up to 2 rounds of review with modest changes per Legal) Task 12e- Final Focused ElR
5.0 50.0 10.0
5.0 10.0 5.0 10.0
1 95.0 $18,241
$22,516
_
_
$12500
$18,241
$35,016
Task 12F
C
Compile Final El as PDF in two volumes (Volume 1:ElIt; Volume 2: Technical Appendices) Prepare and Publish Notice of Completion and Notice of Availability in Newspaper, File Notices with County and State Clearinghouse
3.0 20.0 5.0
2.0 10.0 (
j 3.0 5.0
1 20.0 10.0
( 15.0 ( 5.0
5,0
.( i
10.0 5.0 10.0
1 1
1 1
1 28.0 $4,035
12,0 $1,840
8.0 5975
30.0 $4,050
50.0 511,616
$14,550
$ 2,000.00
$ 500.00
$ 10,000.00
$2,000
$500
$10,000
$0
$4,035
$3,840
$1,475
$14,050
$11,616
$14,550
-Findings of Fact and Statement of Overriding Considerations (if Significant Impacts are Identified) Task 12G-
P
Prepare Findings of Fact and Statement of Overriding Considerations (FoF and SOOC) (Assume in conjunction with Legal) Collaboration with Legal Team and City to refine the FoF and SOOC (Expect up to 2 rounds of review with modest changes per Legal) Finalize Focused El
10 5
50 30
1 1
60.0 r $9,200
35.0 $5,350
$43,103.
$6,100
$9,200
$5,350
$49,203
Finalize Focused EIR
Respond to Comments
Accessibility Remediation(making the document accessible per5tate Clearinghouse Requirements)(Assume up to 200 pages at 55 pp) 5 20 10
10 50 10
5 5
10 20 10 20
1 1
1 35.0
130.0
10.0 $4,900
$27,931
$1,275
$8,037
$960
$ 1,200.00
$1,200
$4,900
$27,931
$2,475
Attend up to two City Public Hearings on Project
Prepare and File Notice of Determination
6 6 .. .
5.0 2.0
3 6 . .. 6 6
1 1
33.0 7.0
$.. 400.00...
$ 4,500.00
$400
$4,500
$8,437
$5,460
Task 13 -Prepare AMMP $124,479
Task 13a - � $124,479 $0 $124;479
Prepare Draft AMMPfor Oty
10.0 30.0 10.0
8.0 15.0 ; 60.0
3.0 10.0 • 20.0 I
f 60.0
F 30.0
$ 80
10 20
4.0 i 40.0
1 1
281.0 567,389
118,0 529,633
.
557,389 :
529,633
$27,458
Review of the 0raftAMMP MCA Regulators
5.0 20.0
1 107.0 527.458
I
Prepare Final AMMP
10.0 2.0
30.0 Tan* 14-FAaripe PeN ie05.4 614 539.502
Task 14a -
I $39,682 $0 $3'9,682
Meetings with legal permit consultant {t>f•monthM meetings:I
6.0 18.0
6.0 18.0 I ; 18 !B
1 84.8 - $20,796
$16,790
Asslstan[e in preparkrg 1211 permit package
10.0 40.0
10-0
10.0 10.0 5 5
1 95.0 518891
51&891
Task 15-firepme Sayre 4f Work end 1,1, a3 $23,866
Task 1Sa - ■
I $33,030 $0 523,366
0 5.0
5.0 34.0 15.0 10.0 8 I6 I 1 I 99.0 . 523,866 J $23,866
Task 36-45 M06 td$t4 (v1 $x6.550
Task 16a- ■
O6,x50 536550
5,0 20.0 10.0
5.0 20.0 ; X9.0 j 20.0 ' 20 X1 3 140.0 ; 536550 $36550_ Tank 17-Strran 6aykq ■ $108,000
Task 17x-
_ $68'.644 $41,316 $108,1000
Confirm Sites
-
14.0 --------?111!!! __
1 14.0 ;. $4,322
$200 _
$
$240 i
54.522
$40,316
Install Gages
I 40.0
I 40.0
1 800 ' $18305
$116
540.000
$5BA21 :
Stream fksw Meassaements
E. slop Rating Come
RePort1RR - .. .
i
I 40.0
' 144.0
a
•
aaaaaaaar:
1 146.Om 521448[
40.0 f .IL
43.0 510,262
51.900
$1,008
Y
$22,440
530,262 •..R.............T.
_..
__ .�m..m^`
10 2,0 20.0 20.0
3f7,663
— - .—
$115,897.08
ass -; ;_ ;,._ . .
,395,541.08
Phase 2 Budget total with Stream Ga •
,,503,559.08
City of Beaumont Contract Number:
C25-119
FIRST AMENDMENT TO AGREEMENT FOR SERVICES BY INDEPENDENT
CONTRACTOR
THIS FIRST AMENDMENT TO AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR ("Amendment") is made and effective upon signature by and between the CITY OF BEAUMONT ("CITY"), a general law city, and Tom Dodson & Associates , a California Corporation, (hereinafter called "CONTRACTOR") in consideration of the mutual promises and purpose contained herein, the parties agree as follow:
RECITALS
This Amendment is made with respect to the following facts and purpose that the parties agree are true and correct:
A. On August 15, 2023, CITY and CONTRACTOR entered into that certain agreement entitled "Agreement for Services by Independent Contractor ("Agreement").
AMENDMENT
Section 2 of the Agreement is hereby amended to expand the Scope of Work to include additional consulting services, as more particularly described in "Exhibit Al" attached hereto and incorporated herein by reference.
Section 4.01 of the Agreement is hereby amended to increase the maximum compensation under the Agreement as follows: Under the original agreement, compensation was set at ($997,160.00). Per this First Amendment, compensation is increased by the amount of ($914,559.00), to be billed in accordance with the Proposal attached hereto as "Exhibit Al", resulting in total compensation under the Agreement not to exceed ($1,911,719.00).
The recitals to this Amendment are deemed incorporated herein by this reference. All other terms of the Agreement not expressly amended by this Amendment shall remain in full force and effect.
IN WITNESS WHEREOF, the parties hereby have made and executed this Amendment to be effective as of the day and year first above -written.
City of Beaumont Contract Number:
C25-119
SIGNATURE PAGE TO FIRST AMENDMENT TO AGREEMENT FOR
SERVICES BY INDEPENDENT CONTRACTOR
CITY OF BEAUMONT
CITY:
CITY OF BEAUMONT
CONTRACTOR:
TOM DODSON & ASSOCIATES
By:
By:
Elizabeth M. Gibbs, City Manager Print Name: Kaitlyn Dodson Hamilton Title: Vice President, Tom Dodson &
Associates
City of Beaumont Contract Number:
C25-119
EXHIBIT "Al"
PROPOSAL
City of Beaumont Contract Number:
C25-119
BEAUMONTA O R N -
Staff Report
TO: City Council
FROM: Elizabeth Gibbs, City Manager
Darron Usher, Principal Management Analyst
DATE: September 2, 2025
SUBJECT: Second Reading — Updated Parking Citations
Description: A second reading of an ordinance amending the City's Municipal Code Chapter 10.08 — PARKING, to align with neighboring cities, promote compliance, and enhance public safety through improved deterrence and approval of a resolution adopting a new parking violation and late payment penalty schedule.
Background and Analysis:
On June 17, 2025, the City Council reviewed the City's current parking citation penalty schedule, with staff presenting a comparative analysis of Beaumont's existing fines alongside ten neighboring jurisdictions. The analysis found that Beaumont's fines were generally lower, potentially reducing their effectiveness as a deterrent and contributing to ongoing non-compliance.
On July 15, 2025, the City Council held a public hearing on this matter. At that time, the Council recommended rounding fines to even amounts and increasing the penalty for unauthorized disabled space violations to $400.00. Updated fines were developed accordingly.
On August 19, 2025, the City Council conducted the first reading of the ordinance and resolution. The item proceeded without additional feedback or changes requested by the Council.
The proposed fine adjustments are intended to:
• Align with regional standards for fairness and consistency. • Strengthen deterrence for illegal parking behaviors.
• Enhance public safety and aesthetics by reducing violations involving fire lanes, hydrants, and handicap spaces.
• Encourage registration compliance through increased penalties.
Fiscal Impact:
The estimated cost of preparing this staff report is $300.
Recommended Action:
Waive the second full reading and adopt by title only, "An Ordinance of the City Council of the City of Beaumont, California, Amending Chapter 10.08 — Parking by Adding Section 10.08.101 — Parking and Late Payment Penalties Schedule to the Beaumont Municipal Code".
Attachments:
A. Ordinance
B. Resolution
C. Proof of Publication
ORDINANCE NUMBER
AN ORDINANCE OF THE CITY COUNCIL OF THE
CITY OF BEAUMONT, CALIFORNIA, AMENDING CHAPTER 10.08 - PARKING BY ADDING SECTION 10.08.101 - PARKING AND LATE PAYMENT PENALTIES
SCHEDULE TO THE BEAUMONT MUNICIPAL CODE
WHEREAS, Vehicle Code Section 40203.5(a) provides that the City's schedule of parking and late payment penalties shall be established by the governing body of the jurisdiction where the notice of violation is issued; and
WHEREAS, the City Council of the City of Beaumont, as the governing body of the city, desires to adopt an update to the parking and late penalties schedule to ensure consistency with regional agencies within the county, improve public safety, and strengthen deterrence for parking violation; and
WHEREAS, the proposed penalties are based upon a regional average of surrounding cities.
NOW, THEREFORE, the City Council of the City of Beaumont does ordain as follows:
SECTION 1. Incorporation of Recitals. The recitals reflected above are true, correct, and incorporated herein by this reference as the cause, purpose, and foundation for the action taken by the City Council through this Ordinance.
SECTION 2. CEQA. Pursuant to section 15060(c)(2) of the California CEQA Guidelines, adoption of the subject Ordinance will not result in a direct or reasonably foreseeable indirect physical change in the environment and therefore is not subject to CEQA. Additionally, pursuant to section 15060(c)(3) the activity is not a "project" as defined in section 15378 because it has no potential for resulting in physical change to the environment, directly or indirectly.
SECTION 3. Findings. The City Council HEREBY FINDS AND DETERMINES that facts do exist to approve an amendment to the Beaumont Municipal Code ("Beaumont Code").
SECTION 4. Approval. The City Council HEREBY APPROVES the amendment to the Beaumont Municipal Code by adding Section 10.08.101 — Parking and Late Payment Penalties Schedule to Chapter 10.08 — Parking, as set forth on Exhibit A, which Exhibit is attached hereto and incorporated herein by this reference.
SECTION 5. Effective Date. This action shall become final and effective thirty (30) days after the adoption of this Ordinance by the City Council as provided by the Beaumont Code.
SECTION 6. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation.
SECTION 7. Certification. The City Clerk shall certify the introduction and adoption of this Ordinance.
INTRODUCED AND READ for the first time and ordered posted at a regular meeting of the City Council of the City of Beaumont, California, held on the day of , 2025, by the following roll call vote:
AYES:
NOES
ABSENT
ABSTAIN
Mike Lara, Mayor
Attest:
Nicole Wheelwright, Deputy City
Clerk
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Beaumont, California, held on the day of , 2025.
AYES:
NOES:
ABSENT:
ABSTAIN:
(Seal)
Approved as to form:
John O. Pinkney, City Attorney
Attest:
Mike Lara, Mayor
Nicole Wheelwright, Deputy City
Clerk
EXHIBIT A
Chapter 10.08 - PARKING
10.08.101— Parking and Late Payment Penalties Schedule
The schedule of Parking and Late Payment Penalties will be established, from time to time, by resolution of the City Council.
(a) The City Council may adopt and amend the Parking Citation Fee Schedule by Resolution, which shall be incorporated by reference into the Citywide Fee Schedule. (b) The current Parking Citation Fee Schedule, adopted by Resolution No. XXXX, is incorporated herein and maintained on file with the City Clerk's Office.
(c) Future adjustments or additions to parking citation fees may be made by subsequent resolution, without amending this Chapter.
RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BEAUMONT,
CALIFORNIA, ADOPTING A NEW PARKING VIOLATION AND LATE PAYMENT
PENALTY SCHEDULE
WHEREAS, California Vehicle Code Section 40203.5 authorizes the City Council to establish a schedule of parking and late payment penalties and requires that, to the extent possible, such penalties be standardized within the county; and
WHEREAS, the City of Beaumont's current parking and late penalty amounts are below those of surrounding jurisdictions and may not serve as an effective deterrent to unlawful parking behavior; and
WHEREAS, the City Council of the City of Beaumont finds that it is in the public interest to adopt a new parking and late penalty schedule that aligns with the regional average and promotes public safety and compliance with state and local parking regulations.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF BEAUMONT AS FOLLOWS:
SECTION 1. ADOPTION
The City Council hereby adopts the new Parking and Late Payment Penalty Schedule as shown in Exhibit A, attached and incorporated herein by this reference.
SECTION 2. EFFECTIVE DATE
This Resolution shall take effect 30 days after its adoption.
SECTION 3. REPLACEMENT
The new Parking and Late Payment Penalty Schedule shall rescind, supersede, and replace any previously adopted parking and late payment penalty schedules.
SECTION 4. AUTHORIZATION TO IMPLEMENT
City staff are authorized to take all necessary steps to implement the new Parking and Late Payment Penalty Schedule, including notifying the City's citation processing agency and publishing the penalty amounts on the City's website.
SECTION 5. CERTIFICATION
The City Clerk shall certify to the passage and adoption of this resolution and shall maintain it in the City's permanent records.
1
MOVED, PASSED AND ADOPTED this day of 2025.
AYES:
NOES:
ABSTAIN:
ABSENT:
By:
Mike Lara, Mayor, City of Beaumont
ATTEST:
Nicole Wheelwright
DEPUTY CITY CLERK
By:
2
EXHIBIT A
REF #
PARKING VIOLATION
CITATION AMOUNT
PD -01
High School Parking (Parked in undesignated areas)
$45.00
PD -02
On or Across a Sidewalk (CVC §22500(f))
$50.00
PD -03
Fire Lane (CVC §22500.1)
$100.00
PD -04
Over 18" from Right Curb (CVC §22502(a))
$48.75
PD -05
Unauthorized Disabled Space (CVC §22507.8(a) & (b))
$330.00
PD -06
Within 15' of a Fire Hydrant (CVC §22514)
$80.00
PD -07
Blocking Driveway (CVC §22500(e))
$50.00
PD -08
License Plate not Displayed (CVC §5200(a))
$94.00
PD -09
Expired Registration Tabs (CVC §5204(a))
$88.25
PD -10
Parking Violation Late Fee (Set by Local Jurisdiction)
Up to $100.00
3
THE PRESS -ENTERPRISE
KEEP YOUR EYES ON 'Ii I I 'PRISE
pe.com
3512 14 Street
Riverside, California 92501
(951) 368-9229
[email protected]
City of Beaumont
550 E. 6th Street
Beaumont, California 92223
Account Number:
Ad Order Number:
Customer's Reference/PO Number:
Publication:
Publication Dates:
Total Amount:
Payment Amount:
Amount Due:
Notice ID:
Invoice Text:
5209298
0011744391
The Press -Enterprise
07/04/2025
$193.21
$0.00
$193.21
gVoYIPpTd29OTWc4Jilg
NOTICE IS HEREBY GIVEN, that the City of Beaumont will conduct a public hearing to consider the matter described below. The City of Beaumont's public hearing will be held at 6:00 p.m. on Tuesday, July 15, 2025, at 550 East Sixth Street, Beaumont, California. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BEAUMONT, CALIFORNIA, AMENDING CHAPTER 10.08 - PARKING BY ADDING SECTION 10.08.101- PARKING AND LATE PAYMENT PENALTIES SCHEDULE TO THE BEAUMONT MUNICIPAL CODE This meeting will be open to the public and will be recorded for live streaming on the City's official YouTube webpage . Please use the following link during the meeting for live stream access:
BeaumontCa.gov/Livestream Public comments will be accepted using the following options: 1. Emailed comments will be read aloud during the corresponding item of the meeting. Please submit your comments to [email protected] 2. In person public comments. 3. Call -in comments using a designated public comment phone line (951) 922-4845. City Council will conduct a public hearing to receive testimony and comments from all interested persons. Public comments shall not exceed three minutes unless otherwise authorized by City Council. Comments can be submitted any time prior to the meeting as well as during the meeting until the end of the corresponding item. Dated: June 30, 2025
PARKING CITATION ORDINANCE AMENDMENT - Page 1 of 1
THE PRESS -ENTERPRISE
KEEP YOUR EYES ON'I III(
Mcom
The Press -Enterprise
3512 14 Street
Riverside, California 92501
(951) 368-9229
City of Beaumont
550 E. 6th Street
Beaumont, California 92223
Publication: The Press -Enterprise
PROOF OF PUBLICATION OF
Ad Desc: 0011744391
FILE NO. 0011744391
PROOF OF PUBLICATION
I am a citizen of the United States. I
am over the age of eighteen years and
not party to or interested in the above -
entitled matter. I am an authorized
representative of THE PRESS -
ENTERPRISE, a newspaper of general
circulation, printed and published daily
in the County of Riverside, and which
newspaper has been adjudicated a
newspaper of general circulation by the
Superior Court of the County of
Riverside, State of California, under
date of April 25, 1952, Case Number
54446, under date of March 29, 1957,
Case Number 65673, under date of
August 25, 1995, Case Number
267864, and under date of September
16, 2013, Case Number RIC 1309013;
that the notice, of which the annexed is
a printed copy, has been published in
said newspaper in accordance with the
instructions of the person(s) requesting
publication, and not in any supplement
thereof on the following dates, to wit:
0710412025
I certify (or declare) under the penalty
of perjury that the foregoing is true and
correct.
Date: July 4, 2025.
At: Riverside, California
C
Signature
NOTICE IS HEREBY GIVEN, that the Clty of Beaumont will conduct a public hearing to consider the matter described below. The City of Beaumont's public hearing will he held at 6:00 p.m. on Tuesday, July 15, 2025, crt 550 East Sixth Street, Beaumont, California.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BEAUMONT, CALIFORNIA, AMENDING CHAPTER 10.08 - PARKING BY ADDING
SECTION 10.08.101 - PARKING AND LATE PAYMENT PENALTIES
SCHEDULE TO THE BEAUMONT MUNICIPAL CODE
This meeting will he open to the public and will be recorded for !lye streaming on the City's official YouTube webpage . Please use the following link during the meeting for live stream access:
BeaumontCa.gov/Livestream
Public comments will be accepted using the following options:
1. Emalleci comments will be read aloud during the corresponding Item of the meeting. Please submit your comments to NicoieW@ BeaumontCca.gov
2. In person public comments.
3. Cali -in comments using a designated public comment phone line (951) 922-4845.
City Council will conduct a public hearing to receive testimony and comments from all Interested persons. Public comments shall not exceed three minutes unless otherwise authorized by Clty Council.
Comments can be submitted any time prior to the meeting as well as during the meeting until the end of the corresponding item.
Dated : June 30, 2025
The Press -Enterprise
Published: 7/4/25
PARKING CITATION ORDINANCE AMENDMENT - Page 1 of 1
BEAUMONT
-C A L I F O R N A -
Staff Report
TO: City Council
FROM: Elizabeth Gibbs, City Manager
Darron Usher, Principal Management Analyst
DATE: September 2, 2025
SUBJECT: Second Reading — Authorize the City Engineer to Paint Curb Colors for Parking Enforcement
Description: The second reading of an ordinance to authorize the City Engineer to paint curb colors to assist with the enforcement of parking citations in non -parking areas throughout the City.
Background and Analysis:
On July 15, 2025, the City Council held a discussion item regarding a proposed ordinance to authorize the City Engineer to evaluate, designate, and paint curb colors following traffic surveys. At that meeting, the Council expressed support for placing this authority with the City Engineer and established a fee of $100 per violation for parking in prohibited curb zones.
On August 19, 2025, the City Council held a public hearing and conducted the first reading of the ordinance amending Beaumont Municipal Code Chapter 10.06 to reflect this direction. The ordinance allows the City Engineer to identify and designate no - parking zones (red curb), loading and unloading zones (yellow curb), passenger loading areas (white curb), mailbox access areas, and other safety or operational zones.
Enforcement would be carried out by the Community Enhancement Division and Beaumont Police Department, with penalties set in the Citywide Fee Schedule. This process is consistent with practices in neighboring jurisdictions such as Murrieta and Menifee.
The item was taken to the Council on August 19, 2025, with no changes made to the ordinance language. Staff informed the Council that this project of painting HOA mailbox curbs would be a phased approach and would not occur all at once. Public Works staff will work with the Police Department to address problem areas first, then roll out the curb painting stenciled with the Beaumont Municipal Code for enforcement.
Fiscal Impact:
The estimated cost of preparing this staff report is $300.
Recommended Action:
Waive the second full reading and adopt by title only, "An Ordinance of the City Council of the City of Beaumont, California, Amending Chapter 10.06 — Curb Colors to Provide Authority to the City Engineer to Paint Curb Colors for Traffic Regulation".
Attachments:
A. Draft Ordinance
B. Redline Ordinance
C. Resolution
D. Proof of Publication
ORDINANCE NUMBER
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BEAUMONT, CALIFORNIA, AMENDING CHAPTER 10.06 - CURB COLORS TO PROVIDE AUTHORITY TO THE CITY
ENGINEER TO PAINT CURB COLORS FOR TRAFFIC REGULATION, AND AMENDING CHAPTER 10.08 BY ADDING SECTION 10.08.101 - PARKING AND LATE PAYMENT
PENALTIES SCHEDULE
WHEREAS, Vehicle Code Section 40203.5(a) provides that the City's schedule of parking and late payment penalties shall be established by the governing body of the jurisdiction where the notice of violation is issued; and
WHEREAS, the City Council of the City of Beaumont, as the governing body of the city, desires to adopt an update to the parking and late penalties schedule to ensure consistency with regional agencies within the county, improve public safety, and strengthen deterrence for parking violations; and
WHEREAS, the City of Beaumont is experiencing recurring issues related to improper parking in areas that impact public safety and accessibility, particularly near community mailboxes, driveways, intersections, and loading zones; and WHEREAS, under the current Municipal Code, curb color designations require City Council action, which may delay timely responses to site -specific concerns; and WHEREAS, delegating authority to the City Engineer to evaluate and designate curb colors based on traffic engineering analysis will improve response times and align with practices of comparable jurisdictions; and
WHEREAS, the City Council desires to establish a clear parking violation and late payment penalty schedule to ensure compliance and support enforcement efforts.
NOW, THEREFORE, the City Council of the City of Beaumont does ordain as follows:
SECTION 1. Incorporation of Recitals. The recitals reflected above are true, correct, and incorporated herein by this reference as the cause, purpose, and foundation for the action taken by the City Council through this Ordinance.
SECTION 2. CEQA. Pursuant to section 15060(c)(2) of the California CEQA Guidelines, adoption of the subject Ordinance will not result in a direct or reasonably foreseeable indirect physical change in the environment and therefore is not subject to CEQA. Additionally, pursuant to section 15060(c)(3), the activity is not a "project" as defined in section 15378 because it has no potential for resulting in a physical change to the environment, directly or indirectly.
SECTION 3. Findings. The City Council HEREBY FINDS AND DETERMINES that facts do exist to approve an amendment to the Beaumont Municipal Code ("Beaumont Code").
SECTION 4. Approval. The City Council HEREBY APPROVES the amendment to the Beaumont Municipal Code by adding Section 10.06.015 Delegated Authority to the City Engineer and Section 10.08.101 — Parking and Late Payment Penalties Schedule to Chapter 10.08 — Parking, as set forth on Exhibit A, which Exhibit is attached hereto and incorporated herein by this reference.
SECTION 5. Effective Date. This action shall become final and effective thirty (30) days after the adoption of this Ordinance by the City Council as provided by the Beaumont Code.
SECTION 6. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation.
SECTION 7. Certification. The City Clerk shall certify the introduction and adoption of this Ordinance.
INTRODUCED AND READ for the first time and ordered posted at a regular meeting of the City Council of the City of Beaumont, California, held on the day of , 2025, by the following roll call vote:
AYES:
NOES
ABSENT
ABSTAIN
Mike Lara, Mayor
Attest:
Nicole Wheelwright, Deputy City
Clerk
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Beaumont, California, held on the day of , 2025.
AYES:
NOES:
ABSENT:
ABSTAIN:
Mike Lara, Mayor
(Seal) Attest:
Nicole Wheelwright, Deputy City
Clerk
Approved as to form:
John O. Pinkney, City Attorney
EXHIBIT A
SECTION 1. Amendment to Chapter 10.06 — Curb Colors
Chapter 10.06.010 of the Beaumont Municipal Code is hereby amended to include the following:
10.06.015 — Delegated Authority to City Engineer
The City Engineer shall have the authority to evaluate, designate, and implement curb color markings, including but not limited to red (no parking), yellow (loading), white (passenger loading), and other curb markings, as necessary to enhance traffic safety and operations. Such designations shall be based on traffic surveys or engineering studies conducted by or under the direction of the City Engineer. Curb color changes made under this authority shall be enforceable under the provisions of the Beaumont Municipal Code and California Vehicle Code.
SECTION 2. Addition of Section 10.08.101 — Parking and Late Payment Penalties Schedule
Chapter 10.08 of the Beaumont Municipal Code is hereby amended to add the following:
10.08.101 — Parking and Late Payment Penalties Schedule (A) The City Council shall adopt by resolution a schedule of penalties for parking violations, including any applicable late payment penalties.
(B) Said schedule shall be published in the Citywide Fee Schedule under the Police Department Fee Section and made available to the public.
(C) Parking violations established under this chapter, including violations related to unauthorized parking in designated curb color zones or in front of community mailboxes, shall be subject to enforcement and penalties as outlined in the adopted schedule.
TITLE 10 - VEHICLES AND TRAFFIC
Chapter 10.04 ENACTMENT OF TRAFFIC REGULATIONS BY RESOLUTION Chapter 10.04 ENACTMENT OF TRAFFIC REGULATIONS BY RESOLUTION
10.04.010 Authority to enact certain regulations by resolution.
Under the provisions of Division 11 of the State of California Vehicle Code of 1959, as amended, the designation of "through highways," "Stop intersections," "speed zones," and the designation of parking lanes, parking zones, and crosswalks, and such other regulation of the flow of traffic as may be deemed necessary shall hereafter be enacted by resolution of the City Council. (Ord. 953, 9-1-09)
10.04.020 Authority of City Engineer to Paint Curbs
A. The City Engineer is authorized, upon completion of an engineering and traffic study and field review documenting the need and purpose, to establish restricted stopping, standing, or parking zones on city streets.
B. Upon establishing any restricted zone under this chapter, the City Engineer shall post signs or cause curbs to be painted to provide notice of such restrictions and applicable hours of enforcement.
Chapter 10.06 CURB MARKINGS
10.06.010 Curb colors.
he following curb colors shall only be used within the City, and the colors indicate as follows:
A. Red indicates no stopping, standing or parking, whether the vehicle is attended or unattended, except that bus may stop in a red zone marked or signposted as a bus loading zone.
B. Yellow indicates stopping only for the purpose of loading or unloading passengers or freight.
C. White indicates stopping for either of the following purposes:
1. Loading or unloading of passengers;
2. Depositing mail in an adjacent mailbox.
D. Green indicates time limit parking during the hours or times specified on signs posted therefor.
E. Blue indicates parking limited exclusively to the vehicles of disabled persons and disabled veterans.
10.06.011 Changing Curb Colors
A. "he City Engineer may designate specific curb marking colors (e.g., red for no stopping, yellow for loading, white forpassenger loading)
B. jhe City Engineer shall officially designate the zone, including color, length, and applicable time restrictions.
C. Curb marking shall be implemented through painting and/or installation of traffic -control devices in compliance with Caltrans and City standards for pavement markings and signage, D. No person or agency shall paint, mark, alter, or modify any curb or street surface —including curb numbering or colored zones —without prior express written authorization from the City Engineer or Beaumont, California, Code of Ordinances
(Supp. No. 9, Update 1)
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designee. Any unauthorized painting is sub'ect to removal/restoration and enforcement per applicable code.
E. The City Engineer or designee is responsible for regular inspections of curb markings to ensure compliance. Damaged, faded, or unauthorized markings will be repainted or removed at the expense of the party responsible. Penalties for violations shall be governed by Chapter 1.08 F. This section does not prohibit property owners from painting curb numbers as part of an approved curb - addressing program, provided they secure prior written consent and comply with program guidelines Ord. 953, 9 1 09)
10.06.020 Penalty for violation.
Jr' the discretion of the Enforcement Officer, any person violating the provisions of this Chapter 10.06 shall be issued an administrative citation pursuant to Beaumont Municipal Code Sections 1.17.200 et seq., or shall be guilty of an infraction pursuant to Beaumont Municipal Code Section 1.16.010. In either case, the amount of the fine shall be in the appropriate amount set forth in Section 1.16.030 of this Code. Each such violation shall be deemed a separate offense as specified in Beaumont Municipal Code Section 1.16.040. (Ord. 953, 9-1-09)
(Sapp. No. 9, Update 1)
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RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BEAUMONT,
CALIFORNIA, AUTHORIZING THE CITY ENGINEER TO PAINT CURB COLORS
FOR PARKING ENFORCEMENT PURPOSES
WHEREAS, the City of Beaumont seeks to promote public safety and ensure consistency in traffic and parking enforcement throughout the City; and WHEREAS, the City Council of the City of Beaumont finds that it is in the public interest to grant the City Engineer the authority to evaluate, designate, and paint curb colors to identify restricted parking zones, such as no -parking (red), loading zones (yellow), and passenger loading (white), and other safety or operational areas; and
WHEREAS, the City Council previously held a public discussion on July 15, 2025, expressing support for this authority and establishing a violation fee of $100 for parking in restricted curb zones; and
WHEREAS, the City Council conducted a public hearing and approved the first reading of the ordinance on August 19, 2025, with no changes made to the ordinance language; and WHEREAS, the Council desires to formally adopt the ordinance amending Beaumont Municipal Code Chapter 10.06 to reflect this direction.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF BEAUMONT AS FOLLOWS:
SECTION 1. ADOPTION
The City Council hereby authorizes the City Engineer to evaluate, designate, and paint curb colors for traffic and parking regulation as provided in the ordinance amending Chapter 10.06 of the Beaumont Municipal Code and the fee listed in Exhibit A.
SECTION 2. EFFECTIVE DATE
This Resolution shall take effect 30 days after its adoption.
SECTION 3. REPLACEMENT
The new Parking and Late Payment Penalty Schedule shall rescind, supersede, and replace any previously adopted parking and late payment penalty schedules.
SECTION 4. AUTHORIZATION TO IMPLEMENT
City staff are authorized to take all necessary steps to implement the new Parking and Late Payment Penalty Schedule, including notifying the City's citation processing agency and publishing the penalty amounts on the City's website.
1
SECTION 5. CERTIFICATION
The City Clerk shall certify to the passage and adoption of this resolution and shall maintain it in the City's permanent records.
MOVED, PASSED AND ADOPTED this day of 2025.
AYES:
NOES:
ABSTAIN:
ABSENT:
By:
Mike Lara, Mayor, City of Beaumont
ATTEST:
Nicole Wheelwright
DEPUTY CITY CLERK
By:
2
EXHIBIT A
REF #
PARKING VIOLATION
CITATION AMOUNT
PD -01
High School Parking (Parked in undesignated areas)
$50.00
PD -02
On or Across a Sidewalk (CVC §22500(f))
$50.00
PD -03
Fire Lane (CVC §22500.1)
$100.00
PD -04
Over 18" from Right Curb (CVC §22502(a))
$50.00
PD -05
Unauthorized Disabled Space (CVC §22507.8(a) & (b))
$400.00
PD -06
Within 15' of a Fire Hydrant (CVC §22514)
$80.00
PD -07
Blocking Driveway (CVC §22500(e))
$50.00
PD -08
License Plate not Displayed (CVC §5200(a))
$9.00
PD -09
Expired Registration Tabs (CVC §5204(a))
$90.00
PD -10
Parking Violation Late Fee (Set by Local Jurisdiction)
Up to $100.00
PD -11
$100.00
Unauthorized Parking in Front of a Community Mailbox
3
THE PRESS -ENTERPRISE
KEEP YOUR EYES ON 'Ii I I 'PRISE
pe.com
3512 14 Street
Riverside, California 92501
(951) 368-9229
[email protected]
City of Beaumont
550 E. 6th Street
Beaumont, California 92223
Account Number:
Ad Order Number:
Customer's Reference/PO Number:
Publication:
Publication Dates:
Total Amount:
Payment Amount:
Amount Due:
Notice ID:
Invoice Text:
5209298
0011749819
The Press -Enterprise
08/08/2025
$199.44
$0.00
$199.44
DVhLy6Lq5r8WzqS5wG92
NOTICE IS HEREBY GIVEN, that the City of Beaumont will conduct a public hearing to consider the matter described below. The City of Beaumont's public hearing will be held at 6:00 p.m. on Tuesday, August 19, 2025, at 550 East Sixth Street, Beaumont, California. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BEAUMONT, CALIFORNIA, AMENDING CHAPTER 10.06 - CURB COLORS TO
PROVIDE AUTHORITY TO THE CITY ENGINEER TO PAINT CURB COLORS FOR TRAFFIC REGULATION, AND AMENDING CHAPTER 10.08 BY ADDING SECTION
10.08.101- PARKING AND LATE PAYMENT PENALTIES SCHEDULE This meeting will be open to the public and will be recorded for live streaming on the City's official YouTube webpage . Please use the following link during the meeting for live stream access: BeaumontCa.gov/Livestream Public comments will be accepted using the following options: 1. Emailed comments will be read aloud during the corresponding item of the meeting. Please submit your comments to [email protected] 2.
In person public comments. 3. Call -in comments using a designated public comment phone line (951) 922-4845. City Council will conduct a public hearing to receive testimony and comments from all interested persons. Public comments shall not exceed three minutes unless otherwise authorized by City Council. Comments can be submitted any time prior to the meeting as well as during the meeting until the end of the corresponding item. Dated: August 5, 2025
Marked Curbs Ord - Page 1 of 1
THE PRESS -ENTERPRISE
KEEP YOUR EYES ON'I III(
Mcom
The Press -Enterprise
3512 14 Street
Riverside, California 92501
(951) 368-9229
City of Beaumont
550 E. 6th Street
Beaumont, California 92223
Publication: The Press -Enterprise
PROOF OF PUBLICATION OF
Ad Desc: 0011749819
FILE NO. 0011749819
PROOF OF PUBLICATION
I am a citizen of the United States. I
am over the age of eighteen years and
not party to or interested in the above -
entitled matter. I am an authorized
representative of THE PRESS -
ENTERPRISE, a newspaper of general
circulation, printed and published daily
in the County of Riverside, and which
newspaper has been adjudicated a
newspaper of general circulation by the
Superior Court of the County of
Riverside, State of California, under
date of April 25, 1952, Case Number
54446, under date of March 29, 1957,
Case Number 65673, under date of
August 25, 1995, Case Number
267864, and under date of September
16, 2013, Case Number RIC 1309013;
that the notice, of which the annexed is
a printed copy, has been published in
said newspaper in accordance with the
instructions of the person(s) requesting
publication, and not in any supplement
thereof on the following dates, to wit:
0810812025
I certify (or declare) under the penalty
of perjury that the foregoing is true and
correct.
Date: August 8, 2025.
At: Riverside, California
C
Signature
NOTICE IS HEREBY GIVEN, that the City of Beaumont will conduct a public hearing to consider the matter described below. The City of Beciumont's public hearing will be held at 6:00 p.m. on Tuesday, August 19, 2025, at 550 East Sixth Street, Beaumont, California.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BEAUMONT, CALIFORNIA, AMENDING CHAPTER 10.06 - CURB COLORS TO
PROVIDE AUTHORITY TO THE CITY ENGINEER TO PAINT CURB
COLORS FOR TRAFFIC REGULATION, AND AMENDING CHAPTER
10.08 BY ADDING SECTION 10.08.101 - PARKING AND LATE PAYMENT
PENALTIES SCHEDULE
This meeting will be open to the public and will be recorded for live streaming on the City's official YouTube webpage . Please use the following link during the meeting for live stream access:
B e a u m o ntC a .g ov/Livest rea m
Public comments will be accepted using the following options:
1. Emalled comments will be react aloud during the corresponding Item of the meeting. Please submit your comments to NlcoleW,a BeaumontCcr.gov
2. In person public comments.
3. Call-ln comments using a designated public comment phone Tine (951) 922-4845.
City Council will conduct a public hearing to receive testimony and comments from all interested persons. Public comments shall not exceed three minutes unless otherwise authorized by City Council.
Comments can be submitted any time prior to the meeting as well as during the meeting until the end of the corresponding Item.
Dated: August 5, 2025
The Press -Enterprise
Published: 8/8/25
Marked Curbs Ord - Page 1 of 1
BEAUMONT
-C A L I F O R N A -
Staff Report
TO: City Council
FROM: Thaxton Van Belle, Director of Reclamation
DATE: September 2, 2025
SUBJECT: Second Reading of an Ordinance Establishing a Procedure for Property Owner Objections to Proposed Sewer Fees or Special Assessments Description: Second reading of a proposed ordinance establishing a procedure for property owner objections to proposed sewer fees or special assessments in compliance with Proposition 218 requirements.
Background and Analysis:
On August 19, 2025, this item was presented to the City Council for First Reading under a public hearing. No public comments or questions were made. The public hearing was closed, and the City Council voted unanimously to approve the Ordinance.
California recently enacted AB 2257, a bill sponsored by the Association of California Water Agencies (ACWA) and authored by Assemblymember Lori Wilson (D -Suisun City), which assists local agencies in defending against lawsuits under Proposition 218, also known as the "Right to Vote on Taxes Act" that governs assessments, fees, and charges levied by local agencies. The bill establishes a formal objection procedure for ratepayers to raise concerns about proposed rate changes before litigation becomes an option. This process is designed to address disputes during the public participation stage, reducing the likelihood of surprise lawsuits after rates are approved. AB 2257 aligns with existing constitutional provisions and Proposition 218, which set standards for public notice, hearings, and protest procedures.
To implement AB 2257, the proposed ordinance formally adopts the administrative remedy and record procedures described in Government Code Sections 53759.1 and 53759.2. Specifically, the ordinance adds Chapter 3.37 to the Beaumont Municipal Code, which requires the City to post the proposed sewer fee or assessment and a written explanation of its basis on the City's website. Property owners would then have a minimum of 45 days to review the proposal and submit written objections.
Only objections submitted in writing before the close of the public hearing will be considered, and the City must respond to each timely filed objection in writing. This
ensures that the City creates a full administrative record, as required by Government Code section 53759.2.
Furthermore, under the new procedure, any person or entity that fails to submit a timely written objection will be legally precluded from initiating a court challenge under Proposition 218. This "exhaustion of administrative remedies" requirement, mandated by Government Code section 53759.1, is a critical legal feature of the ordinance that aims to reduce litigation risk by encouraging early resolution of concerns.
This legislation mirrors the California Environmental Quality Act process, emphasizing transparency and early resolution of disputes. It does not bypass the public participation process mandated by Proposition 218 but enhances it by creating a parallel objection mechanism. By fostering communication between agencies and ratepayers, AB 2257 seeks to minimize litigation risks and promote collaborative problem -solving in public rate -setting processes.
Fiscal Impact:
The cost to prepare this staff report is estimated at $150.
Recommended Action:
Waive the second full reading and adopt by title only:
"An Ordinance of the City of Beaumont, California, Establishing a Procedure for Property Owner Objections to Proposed Sewer Fees or Special Assessments".
Attachments:
A. Proposed Ordinance
B. Public Notice
ORDINANCE No.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
BEAUMONT, CALIFORNIA ESTABLISHING A PROCEDURE FOR
PROPERTY OWNER OBJECTIONS TO PROPOSED SEWER FEES OR
SPECIAL ASSESSMENTS
WHEREAS, the City of Beaumont ("City") is a general law city organized under the California Constitution and the laws of the State of California.
WHEREAS, California law requires that certain changes to sewer fees or special assessments must be adopted or approved in accordance with procedures outlined in Article XIII D, of the California Constitution, commonly referred to as "Proposition 218." WHEREAS, Article XIII D, Section 4, establishes certain procedural requirements and substantive limitations a local public agency must follow to adopt a special benefit assessment.
WHEREAS, Article XIII D, Section 6, establishes certain procedural requirements and substantive limitations a local public agency must follow to adopt a property related fee for sewer service.
WHEREAS, the purpose of this ordinance is to provide a meaningful opportunity for a ratepayer to present an objection to a proposed new or amended sewer fee or special benefit assessment before resorting to litigation after the new or amended fee or special benefit assessment is approved.
WHEREAS, this ordinance is intended to provide a procedure for ratepayers to bring an objection regarding a new or amended sewer fee or special benefit assessment to the City's attention early in the fee consideration process, and to provide an opportunity for the City to address or resolve any objections before the City Council makes a final decision on whether to adopt a proposed sewer fee or special benefit assessment pursuant to Proposition 218.
WHEREAS, this procedure will generally require the City to make available the proposed sewer fee or special benefit assessment, post the written basis for the proposed sewer fee or special benefit assessment on its internet website, provide 45 days for the property owner to review the proposed fee or assessment and timely submit to the City a written objection to the fee or assessment that specifies the grounds for alleging noncompliance, and require the City to consider and respond in writing to timely submitted objections prior to the close of the protest hearing or ballot tabulation hearing required under Section 4 or Section 6 of Article XIII D of the California Constitution; and
1
WHEREAS, for purposes of the proposed sewer fee or assessment adopted by the City pursuant to Section 4 or Section 6 of Article XIII D of the California Constitution, a person or entity shall be prohibited from bringing a judicial action or proceeding alleging noncompliance with Article XIII D of the California Constitution for any new, increased, or extended sewer fee or assessment, unless that person or entity has timely submitted to the City a written objection to that fee or assessment that specifies the grounds for alleging noncompliance; and WHEREAS, the City Council hereby intends to adopt the exhaustion of administrative remedies, procedure as outlined in Government Code section 53759.1 and the administrative record principles contained in Government Code section 53759.2.
NOW, THEREFORE, BE IT ORDAINIED by the City Council of the City of Beaumont as follows:
SECTION 1. All of the above recitals are true and correct and are incorporated herein by this reference.
SECTION 2. The City Council hereby adopts the exhaustion of administrative remedies procedure contained in Government Code section 53759.1 by adding Chapter 3.37 — Objection Regarding Property Related Fees or Assessments Pursuant to Proposition 218 — Exhaustion of Administrative Remedies, as set forth in Exhibit A, which Exhibit is attached hereto and incorporated herein by this reference.
SECTION 3. For purposes of any proposed sewer fee or assessment adopted by the City pursuant to Section 4 or Section 6 of Article XIII D of the California Constitution, a person or entity shall be prohibited from bringing a judicial action or proceeding alleging noncompliance with Article XIII D of the California Constitution for any new, increased, or extended sewer fee or assessment, unless that person or entity has timely submitted to the City a written objection to that fee or assessment that specifies the grounds for alleging noncompliance, in compliance with Government Code section 53759.1.
SECTION 4. The City hereby adopts the administrative record principles contained in Government Code section 53759.2 by adding Chapter 3.37 — Objection Regarding Property Related Fees or Assessments Pursuant to Proposition 218 — Exhaustion of Administrative Remedies, as set forth in Exhibit A.
SECTION 5. hi the event of any conflict between the terms, provisions, conditions, or requirements of this ordinance and those of any other ordinance, resolution, regulation or policy 2
of the City, the terms provisions, conditions, and requirements of this ordinance shall prevail and be deemed superior, except where preempted by state or federal law.
SECTION 6. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation.
SECTION 7. The Mayor shall sign and the City Clerk shall certify to the passage of this Ordinance and cause the same or a summary thereof to be published within 15 days after adoption in accordance with Government Code Section 36933. This Ordinance shall take effect 30 days after adoption in accordance with Government Code Section 36937.
SECTION 8. The City authorizes City staff to take such other and additional actions as may be reasonably necessary to implement the purpose of this ordinance and implement the exhaustion of administrative remedies procedure adopted herein.
[SIGNATURE PAGE FOLLOWS]
3
INTRODUCED, TITLE READ, FURTHER READING WAIVED, and ordered posted at a regular meeting of the City Council of the City of Beaumont, California, held on the 19th day of August 2025, by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Mike Lara, Mayor
Attest:
Nicole Wheelwright, Deputy City
Clerk
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Beaumont, California, held on the 19th day of August 2025.
AYES:
NOES:
ABSENT:
ABSTAIN:
Mike Lara, Mayor
(Seal) Attest:
Nicole Wheelwright, Deputy City
Clerk
APPROVED AS TO FORM:
John Pinkney, City Attorney
4
EXHIBIT A
Chapter 3.37
Objection Regarding Property Related Fees or Assessments Pursuant to Proposition 218 — Exhaustion of Administrative Remedies
3.37.010 — Purpose and Authority
This Chapter establishes the administrative procedures required for consideration and adoption of new or increased sewer fees and special benefit assessments in accordance with Article XIII D of the California Constitution and Government Code Sections 53759.1 and 53759.2. These procedures are designed to provide property owners with a meaningful opportunity to object to such fees or assessments and to ensure the City complies with applicable constitutional and statutory requirements.
3.37.020 — Apnlicability
This Chapter applies to all proceedings initiated by the City of Beaumont to adopt or increase sewer service -related property fees or special benefit assessments under Section 4 or Section 6 of Article XIII D of the California Constitution.
3.37.030 — Procedure for Objections
A. Prior to the adoption of any new or increased sewer fee or special benefit assessment, the City shall:
1. Publish and make available the proposed fee or assessment and its written basis on the City's official website;
2. Provide at least 45 days for property owners to review and submit objections;
3. Accept only written objections submitted within the 45 -day notice period and prior to the conclusion of any required public hearing;
4. Respond in writing to timely filed objections before the close of the protest hearing or ballot tabulation.
B. Any objection must:
1. Be submitted by a property owner subject to the proposed fee or assessment;
2. Be in writing;
3. Clearly state the specific grounds for alleging noncompliance with Article XIII D. 5
3.37.040 — Exhaustion of Administrative Remedies
In accordance with Government Code Section 53759.1, no legal action or proceeding challenging the validity of any sewer fee or assessment shall be brought unless the affected party has first exhausted administrative remedies by complying with the objection procedure set forth in this Chapter.
3.37.050 — Administrative Record
The City shall maintain an administrative record of all proceedings related to proposed fees or assessments pursuant to Government Code Section 53759.2.
3.37.060 — Conflict with Other Laws
In the event of any conflict between this Chapter and any other ordinance, regulation, or policy of the City, the provisions of this Chapter shall control, except where superseded by state or federal law.
6
THE PRESS -ENTERPRISE
KEEP YOUR EYES ON 'Ii I I 'PRISE
pe.com
3512 14 Street
Riverside, California 92501
(951) 368-9229
[email protected]
City of Beaumont
550 E. 6th Street
Beaumont, California 92223
Account Number:
Ad Order Number:
Customer's Reference/PO Number:
Publication:
Publication Dates:
Total Amount:
Payment Amount:
Amount Due:
Notice ID:
Invoice Text:
5209298
0011749817
The Press -Enterprise
08/08/2025
$180.74
$0.00
$180.74
683vX4I KjdvMrsQgWWZc
NOTICE IS HEREBY GIVEN, that the City of Beaumont will conduct a public hearing to consider the matter described below. The City of Beaumont's public hearing will be held at 6:00 p.m. on Tuesday, August 19, 2025, at 550 East Sixth Street, Beaumont, California. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
BEAUMONT, CALIFORNIA ESTABLISHING A PROCEDURE FOR PROPERTY
OWNER OBJECTIONS TO PROPOSED SEWER FEES OR SPECIAL
ASSESSMENTS This meeting will be open to the public and will be recorded for live streaming on the City's official YouTube webpage . Please use the following link during the meeting for live stream access: BeaumontCa.gov/Livestream Public comments will be accepted using the following options: 1. Emailed comments will be read aloud during the corresponding item of the meeting. Please submit your comments to [email protected] 2. In person public comments. 3. Call -in comments using a designated public comment phone line (951) 922-4845. City Council will conduct a public hearing to receive testimony and comments from all interested persons. Public comments shall not exceed three minutes unless otherwise authorized by City Council. Comments can be submitted any time prior to the meeting as well as during the meeting until the end of the corresponding item. Dated: August 5, 2025
Prop 218 Ord - Page 1 of 1
THE PRESS -ENTERPRISE
KEEP YOUR EYES ON'I III(
Mcom
The Press -Enterprise
3512 14 Street
Riverside, California 92501
(951) 368-9229
City of Beaumont
550 E. 6th Street
Beaumont, California 92223
Publication: The Press -Enterprise
PROOF OF PUBLICATION OF
Ad Desc: 0011749817
FILE NO. 0011749817
PROOF OF PUBLICATION
I am a citizen of the United States. I
am over the age of eighteen years and
not party to or interested in the above -
entitled matter. I am an authorized
representative of THE PRESS -
ENTERPRISE, a newspaper of general
circulation, printed and published daily
in the County of Riverside, and which
newspaper has been adjudicated a
newspaper of general circulation by the
Superior Court of the County of
Riverside, State of California, under
date of April 25, 1952, Case Number
54446, under date of March 29, 1957,
Case Number 65673, under date of
August 25, 1995, Case Number
267864, and under date of September
16, 2013, Case Number RIC 1309013;
that the notice, of which the annexed is
a printed copy, has been published in
said newspaper in accordance with the
instructions of the person(s) requesting
publication, and not in any supplement
thereof on the following dates, to wit:
0810812025
I certify (or declare) under the penalty
of perjury that the foregoing is true and
correct.
Date: August 8, 2025.
At: Riverside, California
C
Signature
NOTICE IS HEREBY GIVEN, that the City of Beaumont will conduct a public hearing to consider the ratter described below. The City of Becaumont's public hearing will be held at 6:00 p.m. on Tuesday, August 19, 2025, at 550 East Sixth Street, Beaumont, California.
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BEAUMONT,
CALIFORNIA ESTABLISHING A PROCEDURE FOR PROPERTY OWNER
OBJECTIONS TO PROPOSED SEWER FEES OR SPECIAL ASSESSMENTS This meeting will be open to the public cand will be recorded for !lye streaming on the City's official YouTube webpage . Please use the following link during the meeting for live stream access:
B e a u m o ntC a .g ov/Live st rea m
Public comments will be accepted using the following options:
1. Emcilled comments will be react aloud during the corresponding item of the meeting. Please submit your comments to NlcoleW@ BeaumontCa.gov
2. In person public comments.
3. Call -in comments using a designated public comment phone line (951) 922-4845.
City Council will conduct a public hearing to receive testimony and comments from all interested persons. Public comments shall not exceeci three minutes unless otherwise authorized by City Council.
Comments can be submitted any time prior to the meeting as well cis during the meeting until the end of the corresponding item.
Dated: August 5, 2025
The Press -Enterprise
Published: 8/8/25
Prop 218 Ord - Page 1 of 1
BEAUMONTA O R N -
Staff Report
TO: City Council
FROM: Kirk Pelser, Economic Development Director
Laura James, Economic Development Manager
DATE: September 2, 2025
SUBJECT: Professional Services Agreement with TIP Strategies for the Economic Development Strategic Plan Update
Description: Award a Professional Services Agreement to TIP Strategies for preparation of an update to the City's Economic Development Strategic Plan in an amount not to exceed $110,000.
Background and Analysis:
On July 2, 2019, City Council approved the City's first Economic Development Strategic Plan (EDSP). The 2019 EDSP was created with significant stakeholder input, and the plan, when released, received strong positive feedback.
Since 2019, significant changes have occurred both regionally and nationally, including impacts from the COVID-19 pandemic, changing market trends, demographic shifts, and emerging development opportunities. Considering these changes, an updated EDSP is necessary to ensure the City's economic development policies, programs, and priorities remain responsive, data -informed, and aligned with current and future community needs.
On June 26, 2025, a Request for Proposal (RFP) was published for professional services to prepare an updated EDSP for the City of Beaumont.
By July 11, 2025, seven (7) proposals were received in response to the RFP.
Proposals were reviewed first by an internal staff evaluation team, and subsequently by an evaluation team comprised of Economic Development Committee (EDC) members.
The evaluation team rated TIP Strategies as the top qualified firm based on numerous attributes, including:
• Breadth and depth of team experience
• Experience with fast-growing communities
• Inclusive and accessible community engagement methods
• Interactive data visualizations
• Clear implementation matrix
The scope of work for the preparation of this plan includes:
1. Review and analysis of demographic, market, and economic data.
2. Market segmentation of retail, commercial, and industrial sectors; trends, forecasts, and financial indicators.
3. Identification of City's strengths, weaknesses, opportunities, and threats (SWOT).
4. Creation of opportunities for stakeholder engagement in the planning process; make engagement accessible to the community.
5. Preparation of a customized, locally -based economic development strategy including goals, objectives, and measurable outcomes.
6. Creation of a short- and long-term implementation plan with specific recommendations for prioritization of industries, business types, and services for business recruitment.
All steps will be carried out in concert with City economic development staff, with regular updates to the Economic Development Committee and City Council. It is anticipated that the strategic planning process will commence in September 2025 with estimated completion in April 2026.
The Professional Services Agreement in Attachment A includes the City's RFP as well as TIP Strategies' proposal for reference.
Fiscal Impact:
Staff estimates the cost to prepare this staff report at $300.
The recommended Professional Services Agreement has a not -to -exceed amount of $110,000, which will be charged to account 100-1235-7068-0000. Of this total, $75,000 was originally budgeted in FY 2025 for the update and will be reappropriated to FY 2026. The remaining $35,000 will be covered within the current budget for the account listed above.
Recommended Action:
Award a Professional Services Agreement to TIP Strategies for the preparation of an update to the City of Beaumont Economic Development Strategic Plan in an amount not to exceed $110,000 and authorize the City Manager to execute the agreement, and Authorize the issuance of a purchase order with TIP Strategies in the amount of $110,000, for the EDSP update.
Attachments:
A. Professional Services Agreement
B. Levine Act Statement
City of Beaumont Agreement #
C25-105
AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR
THIS AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR is made and effective as of the 2nd day of September 2025, by and between the CITY OF BEAUMONT ("CITY") whose address is 550 E 661 St, Beaumont, California 92223 and TIP STRATEGIES, INC., whose address is 13492 N Hwy 183, Suite 120-254, Austin, TX 78750 ("CONTRACTOR").
RECITALS
This Agreement is entered into on the basis of the following facts, understandings and intentions of the parties to this Agreement:
A. CITY desires to engage CONTRACTOR to provide consulting services to update to the City's Economic Development Strategic Plan; and
B. CONTRACTOR has made a proposal ("Proposal") to the CITY to provide such professional services, which Proposal is attached hereto as Exhibit "A" and incorporated herein by this reference; and
C. CONTRACTOR agrees to provide such services pursuant to, and in accordance with, the terms and conditions of this Agreement, and represents and warrants to CITY that CONTRACTOR possesses the necessary skills, licenses, certifications, qualifications, personnel and equipment to provide such services.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals and mutual covenants contained herein, CITY and CONTRACTOR agree as follows:
1. Term of Agreement. This Agreement is effective as of the date first above written and shall continue until terminated as provided for herein. Notwithstanding anything in this Agreement to the contrary, this Agreement shall automatically terminate after one (1) year(s) unless extended by the parties with the approval of the City Council of the CITY.
2. Services to be Performed. CONTRACTOR agrees to provide the services ("Services") per Exhibit "A". All Services shall be performed in the manner and according to the timeframe set forth in the Proposal. CONTRACTOR designates Jeff Marcell as CONTRACTOR'S professional(s) responsible for overseeing the Services provided by CONTRACTOR.
3. Associates and Subcontractors. CONTRACTOR may, at CONTRACTOR's sole cost and expense, employ such competent and qualified independent associates, subcontractors and consultants as CONTRACTOR deems necessary to perform the Services; provided, however, that CONTRACTOR shall not subcontract any of the Services without the written consent of CITY.
4. Compensation.
City of Beaumont Agreement #
C25-105
4.01 CONTRACTOR shall be paid at the rates set forth in the Proposal and shall not increase any rate without the prior written consent of the CITY. Notwithstanding anything in this Agreement to the contrary, total fees and charges paid by CITY to CONTRACTOR under this Agreement shall not exceed One Hundred Ten Thousand dollars ($110,000 00.).
4.02 CONTRACTOR shall not be compensated for any Services rendered nor reimbursed for any expenses incurred in excess of those authorized unless approved in advance by the CITY, in writing.
4.03 CONTRACTOR shall submit to CITY, on or before the fifteenth (15`h) of each month, itemized invoices for the Services rendered in the previous month. The CITY shall not be obligated to pay any invoice that is submitted more than sixty (60) days after the due date of such invoice. CITY shall have the right to review and audit all invoices prior to or after payment to CONTRACTOR. This review and audit may include, but not be limited to CITY' s:
a. Determination that any hourly fee charged is consistent with this Agreement's approved hourly rate schedule;
b. Determination that the multiplication of the hours billed times the approved rate schedule dollars is correct;
c. Determination that each item charged is the usual, customary, and reasonable charge for the particular item. If CITY determines an item charged is greater than usual, customary, or reasonable, or is duplicative, ambiguous, excessive, or inappropriate, CITY shall either return the bill to CONTRACTOR with a request for explanation or adjust the payment accordingly, and give notice to CONTRACTOR of the adjustment.
4.04 CONTRACTOR shall receive payment by the CITY for the services provided as specified in Exhibit "A".
a. CONTRACTOR shall submit all invoices to the City of Beaumont's Accounts Payable at the email address listed below.
b. CONTRACTOR will send the original invoices to:
City of Beaumont
Attn: Finance Department -Accounts Payable
at
[email protected]
c. Each invoice shall contain a minimum of the following information:
invoice number and date; PO number (once issued by the CITY), remittance address; bill -to and ship -to addresses of ordering depaitinent/division; Agreement number (24-118), quantities; item descriptions, unit prices, extensions, sales/use tax if applicable, an invoice total, and any other information requested by the City.
City of Beaumont Agreement #
C25-105
4.05 If the work is satisfactorily completed, CITY shall pay such invoice within thirty (30) days of its receipt. Should CITY dispute any portion of any invoice, CITY shall pay the undisputed portion within the time stated above, and at the same time advise CONTRACTOR in writing of the disputed portion.
5. Obligations of CONTRACTOR.
5.01 CONTRACTOR agrees to perform all Services in accordance with the terms and conditions of this Agreement and the Proposal. In the event that the terms of the Proposal shall conflict with the terms of this Agreement or contain additional terms that purport to bind the CITY other than the Services to be rendered and the price for the Services, the terms of this Agreement shall govern and said additional or conflicting terms shall be of no force or effect.
5.02 Except as otherwise agreed by the parties, CONTRACTOR will supply all personnel, materials and equipment required to perform the Services. CONTRACTOR shall provide its own offices, telephones, vehicles and computers and set its own work hours. CONTRACTOR will determine the method, details, and means of performing the Services under this Agreement.
5.03 CONTRACTOR shall keep CITY informed as to the progress of the Services by means of regular and frequent consultations. Additionally, when requested by CITY, CONTRACTOR shall prepare written status reports.
5.04 CONTRACTOR is responsible for paying, when due, all income and other taxes, fees and withholding, including withholding state and federal taxes, social security, unemployment and worker's compensation, incurred as a result of the compensation paid under this Agreement. CONTRACTOR agrees to indemnify, defend and hold harmless CITY for any claims, costs, losses, fees, penalties, interest, or damages suffered by CITY resulting from CONTRACTOR's failure to comply with this provision.
5.05 In the event CONTRACTOR is required to prepare plans, drawings, specifications and/or estimates, the same shall be furnished in conformance with local, state and federal laws, rules and regulations.
5.06 CONTRACTOR represents that it possesses all required licenses necessary or applicable to the performance of Services under this Agreement and the Proposal and shall obtain and keep in full force and effect all permits and approvals required to perform the Services herein. In the event CITY is required to obtain an approval or permit from another governmental entity, CONTRACTOR shall provide all necessary supporting documents to be filed with such entity.
5.07 CONTRACTOR shall be solely responsible for obtaining Employment Eligibility Verification information from CONTRACTOR' s employees, in compliance with the Immigration Reform and Control Act of 1986, Pub. L. 99-603 (8 U.S.C. 1324a), and shall ensure that CONTRACTOR's employees are eligible to work in the United States.
City of Beaumont Agreement #
C25-105
5.08 In the event that CONTRACTOR employs, contracts with, or otherwise utilizes any Ca1PERS retirees in completing any of the Services performed hereunder, such instances shall be disclosed in advance to the CITY and shall be subject to the CITY's advance written approval.
5.09 Drug -free Workplace Certification. By signing this Agreement, the CONTRACTOR hereby certifies under penalty of perjury under the laws of the State of California that the CONTRACTOR will comply with the requirements of the Drug -Free Workplace Act of 1990 (Government Code, Section 8350 et seq.) and will provide a drug - free workplace.
5.10 CONTRACTOR shall comply with all applicable local, state and federal laws, rules, regulations, entitlements and/or permits applicable to, or governing the Services authorized hereunder including, but not limited to California Department of Industrial Relations (Cal/OSHA) regulations; and the U.S. Department of Transportation Omnibus Transportation Employee Testing Act, related to their scope of work and operations. In case of conflict in regulations, the most stringent shall apply.
6. Insurance. CONTRACTOR hereby agrees to be solely responsible for the health and safety of its employees and agents in performing the Services under this Agreement and shall comply with all laws applicable to worker safety including but not limited to Cal - OSHA. Therefore, throughout the duration of this Agreement, CONTRACTOR hereby covenants and agrees to maintain insurance in conformance with the requirements set forth below. Attached hereto as Exhibit "B" are copies of Certificates of Insurance and endorsements as required by Section 7.02. If existing coverage does not meet the requirements set forth herein, CONTRACTOR agrees to amend, supplement or endorse the existing coverage to do so. CONTRACTOR shall provide the following types and amounts of insurance:
6.01 Commercial general liability insurance in an amount of not less than $1,000,000 per occurrence and $2,000,000 in the aggregate; CONTRACTOR agrees to have its insurer endorse the general liability coverage required herein to include as additional insured's CITY, its officials, employees and agents. CONTRACTOR also agrees to require all contractors and subcontractors to provide the same coverage required under this Section 6.
6.02 Business Auto Coverage in an amount no less than $1 million per accident.
If CONTRACTOR or CONTRACTOR's employees will use personal autos in performance of the Services hereunder, CONTRACTOR shall provide evidence of personal auto liability coverage for each such person.
6.03 Workers' Compensation coverage for any of CONTRACTOR's employees that will be providing any Services hereunder. CONTRACTOR will have a state -approved policy form providing statutory benefits as required by California law. The provisions of any workers' compensation will not limit the obligations of CONTRACTOR under this Agreement. CONTRACTOR expressly agrees not to use any statutory immunity defenses
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under such laws with respect to CITY, its employees, officials and agents. Sole proprietors with no employees, LLCs, or partnerships using the services of members or partners who do not carry workers' compensation acknowledge that they are not subject to the Workers' Compensation Act of the State of California and agree to complete a signed workers compensation exemption form.
6.04 Optional Insurance Coverage. Choose and check one: Required X /Not Required _; Errors and omissions insurance in a minimum amount of $2 million per occurrence to cover any negligent acts or omissions committed by CONTRACTOR, its employees and/or agents in the performance of any Services for CITY.
6.05. Cyber Liability Insurance REQUIRED IF CHECKED HERE ONLY r ] (Technology Professional Liability — Errors and Omissions), with limits not less than $2,000,000 per occurrence or claim, and $2,000,000 aggregate or the full per occurrence limits of the policies available, whichever is greater. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by CONTRACTOR in this Agreement and shall include, but not be limited to, claims involving infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to these obligations. CONTRACTOR will file with DISTRICT, before beginning professional services, certificates of insurance (Acord Form 25 or equivalent) satisfactory to DISTRICT evidencing.
6.06. If Claims Made Policies (applies only to professional liability and cyber liability policies):
1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
2. Insurance must be maintained, and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, the CONTRACTOR must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work.
7. General Conditions pertaining to Insurance Coverage
7.01 No liability insurance coverage provided shall prohibit CONTRACTOR from waiving the right of subrogation prior to a loss. CONTRACTOR waives all rights of subrogation against CITY regardless of the applicability of insurance proceeds and shall require all contractors and subcontractors to do likewise.
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7.02. Prior to beginning the Services under this Agreement, CONTRACTOR shall furnish CITY with certificates of insurance, endorsements, and upon request, complete copies of all policies, including complete copies of all endorsements. All copies of policies and endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf.
7.03. All required policies shall be issued by a highly rated insurer with a minimum A.M. Best rating of "A:VII"). The insurer(s) shall be admitted and licensed to do business in California. The certificates of insurance hereunder shall state that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits, except after thirty (30) days' prior written notice has been given to CITY.
7.04 Self-insurance does not comply with these insurance specifications.
CONTRACTOR acknowledges and agrees that that all insurance coverage required to be provided by CONTRACTOR or any subcontractor, shall apply first and on a primary, non- contributing basis in relation to any other insurance, indemnity or self-insurance available to CITY.
7.05 All coverage types and limits required are subject to approval, modification and additional requirements by CITY, as the need arises. CONTRACTOR shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect CITY's protection without CITY's prior written consent.
7.06 CONTRACTOR agrees to provide immediate notice to CITY of any claim or loss against CONTRACTOR or arising out of the Services performed under this Agreement. CITY assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve CITY.
8. Indemnification.
8.01 CONTRACTOR and CITY agree that CITY, its employees, agents and officials should, to the extent permitted by law, be fully protected from any loss, injury, damage, claim, lawsuit, cost, expense, attorneys' fees, litigation costs, defense costs, court costs or any other costs arising out of or in any way related to the performance of this Agreement by CONTRACTOR or any subcontractor or agent of either as set forth herein.
Accordingly, the provisions of this indemnity are intended by the parties to be interpreted and construed to provide the fullest protection possible under the law to CITY.
CONTRACTOR acknowledges that CITY would not enter into this Agreement in the absence of the commitment of CONTRACTOR to indemnify and protect CITY as set forth herein.
a. To the fullest extent permitted by law, CONTRACTOR shall defend, indemnify and hold harmless CITY, its employees, agents and officials, from any liability, claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses, damages or costs of any kind, whether actual, alleged or threatened, actual attorneys' fees incurred by CITY,
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court costs, interest, defense costs, including expert witness fees and any other costs or expenses of any kind whatsoever without restriction or limitation incurred in relation to, as a consequence of or arising out of, or in any way attributable actually, allegedly or impliedly, in whole or in part to the performance of this Agreement.
CONTRACTOR's obligation to defend, indemnify and hold harmless shall include any and all claims, suits and proceedings in which CONTRACTOR (and/or CONTRACTOR's agents and/or employees) is alleged to be an employee of CITY.
All obligations under this provision are to be paid by CONTRACTOR as they are incurred by CITY.
b. Without affecting the rights of CITY under any provision of this Agreement or this Section, CONTRACTOR shall not be required to indemnify and hold harmless CITY as set forth above for liability attributable solely to the fault of CITY, provided such fault is determined by agreement between the parties or the findings of a court of competent jurisdiction.
8A. Indemnification Design Professionals.
8A.01 In the event that CONTRACTOR is a design professional under California Civil Code Section 2782.8 this Section 8A shall apply instead of Section 8. To the fullest extent permitted by California law and in accordance with California Civil Code section 2782.8, CONTRACTOR shall indemnify, and hold harmless the City, its officers, employees, trustees and members ("Indemnified Parties") from any and all actions, assessments, counts, citations, claims, costs, damages, demands, judgments, liabilities (legal, administrative or otherwise), losses, notices, expenses, fines, penalties, proceedings, responsibilities, violations, attorney's and consultants' fees and causes of action including, but not limited to those for, injury to property or persons, including personal injury and/or death ("Claim(s)"), to the extent that the Claim(s) arises out of, pertains to, or relates to the negligence, recklessness, or willful misconduct of CONTRACTOR, its directors, officials, officers, employees and consultants arising out of, connected with, or resulting from the performance of the Services, the Project, or this Agreement. This indemnity excludes liability caused by the negligence or willful misconduct of any of the Indemnified Parties.
The cost to indemnify, hold harmless, and defend charged to CONTRACTOR shall not exceed CONTRACTOR'S proportionate percentage of fault.
9. Additional Services, Changes and Deletions.
9.01 In the event CONTRACTOR performs additional or different services than those described herein without the prior written approval of the City Manager and/or City Council of CITY, CONTRACTOR shall not be compensated for such services.
CONTRACTOR expressly waives any right to be compensated for services and materials not covered by the scope of this Agreement or authorized by the CITY in writing.
9.02 CONTRACTOR shall promptly advise the City Manager and Finance Director of CITY as soon as reasonably practicable upon gaining knowledge of a condition, event or accumulation of events which may affect the scope and/or cost of Services. All proposed changes, modifications, deletions and/or requests for additional services shall be reduced to writing for review and approval by the CITY and/or City Council.
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10. Termination of Agreement.
10.01 Notwithstanding any other provision of this Agreement, CITY, at its sole option, may terminate this Agreement with or without cause, or for no cause, at any time by giving twenty (20) days' written notice to CONTRACTOR.
10.02 In the event of termination, the payment of monies due CONTRACTOR for undisputed Services performed prior to the effective date of such termination shall be paid within thirty (30) business days after receipt of an invoice as provided in this Agreement.
Immediately upon termination, CONTRACTOR agrees to promptly provide and deliver to CITY all original documents, reports, studies, plans, specifications and the like which are in the possession or control of CONTRACTOR and pertain to CITY.
11. Status of CONTRACTOR.
11.01 CONTRACTOR shall perform the Services in CONTRACTOR's own way as an independent contractor, and in pursuit of CONTRACTOR's independent calling, and not as an employee of CITY. However, CONTRACTOR shall regularly confer with CITY's City Manager as provided for in this Agreement.
11.02 CONTRACTOR agrees that it is not entitled to the rights and benefits afforded to CITY's employees, including disability or unemployment insurance, workers' compensation, retirement, Ca1PERS, medical insurance, sick leave, or any other employment benefit. CONTRACTOR is responsible for providing, at its own expense, disability, unemployment, workers' compensation and other insurance, training, permits, and licenses for itself and its employees and subcontractors.
11.03 CONTRACTOR hereby specifically represents and warrants to CITY that it possesses the qualifications and skills necessary to perform the Services under this Agreement in a competent, professional manner, without the advice or direction of CITY and that the Services to be rendered pursuant to this Agreement shall be performed in accordance with the standards customarily applicable to an experienced and competent professional rendering the same or similar services in the same geographic area where the CITY is located. Further, CONTRACTOR represents and warrants that the individual signing this Agreement on behalf of CONTRACTOR has the full authority to bind CONTRACTOR to this Agreement.
12. Ownership of Documents; Audit.
12.01 All draft and final reports, plans, drawings, studies, maps, photographs, specifications, data, notes, manuals, warranties and all other documents of any kind or nature prepared, developed or obtained by CONTRACTOR in connection with the performance of Services performed for the CITY shall become the sole property of CITY, and CONTRACTOR shall promptly deliver all such materials to CITY upon request. At the CITY's sole discretion, CONTRACTOR may be permitted to retain original documents, and furnish reproductions to CITY upon request, at no cost to CITY.
12.02 Subject to applicable federal and state laws, rules and regulations, CITY
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shall hold all intellectual property rights to any materials developed pursuant to this Agreement. CONTRACTOR shall not such use data or documents for purposes other than the performance of this Agreement, nor shall CONTRACTOR release, reproduce, distribute, publish, adapt for future use or any other purposes, or otherwise use, any data or other materials first produced in the performance of this Agreement, nor authorize others to do so, without the prior written consent of CITY.
12.03 CONTRACTOR shall retain and maintain, for a period not less than four years following termination of this Agreement, all-time records, accounting records and vouchers and all other records with respect to all matters concerning Services performed, compensation paid and expenses reimbursed. At any time during normal business hours and as often as CITY may deem necessary, CONTRACTOR shall make available to CITY 's agents for examination all of such records and shall permit CITY' s agents to audit, examine and reproduce such records.
13. Miscellaneous Provisions.
13.01 This Agreement, which includes all attached exhibits, supersedes any and all previous agreements, either oral or written, between the parties hereto with respect to the rendering of Services by CONTRACTOR for CITY and contains all of the covenants and agreements between the parties with respect to the rendering of such Services in any manner whatsoever. Any modification of this Agreement will be effective only if it is in writing signed by both parties.
13.02 CONTRACTOR shall not assign or otherwise transfer any rights or interest in this Agreement without the prior written consent of CITY. Unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under this Agreement.
13.03 CONTRACTOR shall timely file FPPC Form 700 Conflict of Interest Statements with CITY if required by California law and/or the CITY' s conflict of interest policy.
13.04 If any legal action or proceeding, including an action for declaratory relief, is brought to enforce or interpret the provisions of this Agreement, the prevailing party will be entitled to reasonable attorneys' fees and costs, in addition to any other relief to which that party may be entitled.
13.05 This Agreement is made, entered into and shall be performed in the County of Riverside in the State of California and shall in all respects be interpreted, enforced and governed under the laws of the State of California. The parties agree that venue in any litigation between them shall be in Riverside County, California.
13.06 CONTRACTOR covenants that neither it nor any officer or principal of its firm has any interest, nor shall they acquire any interest, either directly or indirectly, which will conflict in any manner or degree with the performance of their Services hereunder.
CONTRACTOR further covenants that in the performance of this Agreement, no person having such interest shall be employed by it as an officer, employee, agent, or
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subcontractor.
13.07 CONTRACTOR has read and is aware of the provisions of Section 1090 et seq. and Section 87100 et seq. of the Government Code relating to conflicts of interest of public officers and employees. CONTRACTOR agrees that they are unaware of any financial or economic interest of any public officer or employee of the CITY relating to this Agreement. It is further understood and agreed that if such a financial interest does exist at the inception of this Agreement, the CITY may immediately terminate this Agreement by giving notice thereof. CONTRACTOR shall comply with the requirements of Government Code section 87100 et seq. and section 1090 in the performance of and during the term of this Agreement.
13.08 Improper Consideration. CONTRACTOR shall not offer (either directly or through an intermediary) any improper consideration such as, but not limited to, cash, discounts, services, the provision of travel or entertainment, or any items of value to any officer, employee or agent of the CITY in an attempt to secure favorable treatment regarding this Agreement or any contract awarded by CITY. The CITY, by notice, may immediately terminate this Agreement if it determines that any improper consideration as described in the preceding sentence was offered to any officer, employee or agent of the CITY with respect to the proposal and award process of this Agreement or any CITY contract. This prohibition shall apply to any amendment, extension or evaluation process once this Agreement or any CITY contract has been awarded. CONTRACTOR shall immediately report any attempt by any CITY officer, employee or agent to solicit (either directly or through an intermediary) improper consideration from CONTRACTOR.
13.09 Severability. If any portion of this Agreement is declared invalid, illegal or otherwise unenforceable by a court of competent jurisdiction, the entire balance of this Agreement not so affected shall remain in full force and effect.
13.10 Prevailing Wages. If the Services include work performed during the design, site assessment, feasibility study, and other preconstruction phases of construction, including, but not limited to, inspection and land surveying work, regardless of whether any further construction work is conducted, and work performed during the post - construction phases of construction, CONTRACTOR shall be responsible to comply with applicable prevailing wages laws. As a condition of payment, CONTRACTOR shall show proof of payment of wages under applicable state and federal laws and regulations relating to prevailing wages in accordance with the "General Wage Determination Made By the Director of Industrial Relations Pursuant To California Labor Code, Part 7, Chapter 1, Article 2, Sections 1770, 1773 and 1773.1", for Riverside County and/or 40 U.S.C. Section 276a, et. seq. Such wage rates shall conform with those posted at DISTRICT offices and the project site. In the event that the CONTRACTOR fails to pay the prevailing wages, the CONTRACTOR shall be solely liable for penalties and for the shortfall in wages and shall indemnify, defend and hold haiuiless DISTRICT under Section 8.01 against any of the same. The following Labor Code sections are hereby referenced and made a part of this Agreement:
1. Section 1775 - Penalty for Failure to Comply with Prevailing Wage Rates.
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2. Section 1777.4 - Apprenticeship Requirements.
3. Section 1777.5 - Apprenticeship Requirements.
4. Section 1813 - Penalty for Failure to Pay Overtime.
5. Sections 1810 and 1811 - Working Hour Restrictions.
6. Section 1775 - Payroll Records.
7. Section 1773.8 - Travel and Subsistence Pay.
[signatures on following page]
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IN WITNESS WHEREOF, the parties hereby have made and executed this Agreement to be effective as of the day and year first above written.
CITY: CONTRACTOR:
CITY OF BEAUMONT TIP STRATEGIES, INC.
By: By:
Print Name: Tom Stellman
Title: CEO
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EXHIBIT "A"
REQUEST FOR PROPOSAL
(insert behind this page)
BEAUMONT
-CAL IF OP NI ,A -
Request for Proposals
for
Economic Development Strategic Plan
Due Dates:
Questions due on Planetbids: 07/03/25 12 pm PST
Proposals due on Planetbids: 07/11/25 12 pm
Contact:
Raveena Chara - Procurement Contract Specialist
[email protected]
City of Beaumont Request for Proposal
1. INTRODUCTION
--CALIFORNIA-
Beaumont EDSP
The City of Beaumont ("City") requests written responses to a Request for Proposal (RFP) for selection of a qualified firm ("Consultant") to provide professional services for the preparation of a high -quality and comprehensive update to the City's Economic Development Strategic Plan (EDSP). The selected firm is expected to prepare an EDSP containing specific economic development goals, strategies, and an implementation plan. The selected consultant will be one with demonstrated experience in the preparation and implementation of economic development strategic plans for local jurisdictions.
Responses must conform to the requirements of this Request for Proposal (RFP). The City reserves the right to waive any irregularity in any proposal or reject any proposal that does not comply with this RFP or City policies. Modifications to the RFP, including, but not limited to the scope of work, can be made only by written addendum issued by the City.
2. THE CITY OF BEAUMONT
Located in the San Gorgonio Pass portion of western Riverside County, the City was incorporated in November 1912. It is bounded on the west by Calimesa and unincorporated areas, on the north by unincorporated county areas (Cherry Valley), on the south by unincorporated county areas and the City of San Jacinto, and on the east by the City of Banning. The land area within the City's boundary is approximately 30 square miles.
The City has its own police department, with fire and paramedic services contracted through Riverside County. The City of Beaumont has been one of the fastest growing cities in California over the past 15 years and has a current population of 55,388. An average of 500 new homes have been permitted annually since 2013 and the population has grown by approximately 1,500 residents each year. Beaumont has seen significant growth in the educational levels and technical skills of its workforce. With this increase in workforce quality, the community has also seen growth in its household income levels. As a result of these demographic shifts, Beaumont has become a regional retail hub. The City has started to realize new retail and service sector opportunities that were previously not viable.
3. BACKGROUND
Beaumont is ideally located in the valley of the San Gorgonio Pass, the gateway to the Pacific West Coast. Beaumont's roots began in the early 1850's when settlers found that Beaumont was an ideal route for the transportation of goods and services. Those origins still prove true today as Beaumont is situated at the intersections of Interstate 10, Highway 60, and Highway 79. Beaumont is a premier community with a high quality of life and attractive residential and commercial areas.
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City of Beaumont Request for Proposal
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Beaumont EDSP
The City's strategic location offers exceptional opportunities for a variety of development and investments across all industry sectors.
Staff is soliciting proposals for a consultant to assist the City in developing an updated EDSP. The City's most recent comprehensive EDSP was finalized in July 2019. In April 2025, the City Council adopted a citywide strategic plan, which broadly identified the City's current economic development vision in Goal 3.1, Actions 1-13. The City hopes to identify specific economic development strategies and implementation actions to expand upon and capitalize on these previous and existing efforts.
The successful Consultant for the EDSP will need to work in concert with City Economic Development Staff and with other Consultants who are working on behalf of the city.
4. PURPOSE
The purpose of this RFP is to select a consultant or a team of consultants (Consultant Team) who will prepare an updated Economic Development Strategic Plan that builds on the economic development work already completed or underway in Beaumont. The Consultant Team will work with the community to understand the community's economic development concerns and interests and to help guide the discussion about what is feasible in Beaumont with respect to economic development. It is expected that the selected firm will prepare an EDSP that contains specific economic development goals, strategies and an implementation plan, outlining timing, anticipated costs and funding source for each implementation action. The City views effective public and business community outreach, and high -quality, user friendly, graphic design documents, as important to the creation of this plan.
The major objective of this project is to update the EDSP from 2019 to reflect current and long-term economic development strategies, opportunities, and challenges. The updated EDSP will provide the City and community stakeholders with a framework to budget resources and utilize staff capacity to achieve the recommendations of the plan, with an emphasis on programs and policies that facilitate head -of -household job creation and investments in the community.
The City seeks to attract new industries and create jobs to remain competitive:
generating sustainable city revenues, attracting new residents, and providing opportunities for current residents.
Prospective Consultant(s) should recognize the City's vision of establishing a thriving "Main Street" Downtown and related elements within the overall analysis/plan and be mindful not to duplicate work conducted as part of the City's Downtown Revitalization Plan, which was completed in late 2024.
5. RELATED PROJECTS
Connected to the efforts of this EDSP update, several related plans are recently adopted 2
City of Beaumont Request for Proposal
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Beaumont EDSP
or are currently in progress. Together, these plans create a cohesive vision for the future of the City, establishing guidelines, design standards, and strategies to accomplish the goals of the City Council. The Consulting Team should take note of the recommendations and direction of these existing projects as they will inform the updated EDSP. Highlights of these projects include:
City of Beaumont Strategic Plan (2025)
• Economic development goals include attracting businesses, improving the downtown district, and developing a citywide marketing strategy. • Encourages proactive recruitment of new businesses and industries that align with the City's economic vision, create quality jobs, and expand the local tax base.
Downtown Revitalization Plan (2024)
• Facilitates the creation of a downtown plan by focusing on roadway and pedestrian improvements and traffic flows.
• Design improvements for parking, access and right-of-way areas. • Encourages mixed -use buildings.
Strategic Communications Plan (2024)
• Increase public awareness of the City's brand and the services the city provides.
• Achieve coordinated and consistent communications both internally and externally through "one clear voice".
General Plan Update (2020)
• Emphasizes creation of an economically balanced community with a healthy sustainable balance of residential, retail and service commercial, as well as industrial employment centers.
• Emphasizes a mix of housing types and densities.
• Includes Downtown Area Plan (Chapter 1 1).
Economic Development Strategic Plan (2019)
• Blueprint for attracting targeted new development and business investment, creating jobs, and contributing to the City's long-term fiscal health. • Other action items focusing on development streamlining, establishment of business incentive programs, and encouragement of downtown redevelopment and revitalization.
• Includes components on closely related issues such as infrastructure, land use and workforce development.
Riverside County Economic Development Strategic Plan (in progress) • Riverside County covers nearly 7,303 square miles and includes five distinct regions: Northwest, Southwest, Hemet -San Jacinto Valley, the San Gorgonio Pass Area, and Eastern.
• Stakeholder input from the Pass Area is gathered at a series of three Economic 3
City of Beaumont Request for Proposal
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Beaumont EDSP
Development "summit" meetings held between January and June 2025. • The San Gorgonio Pass Area, which includes Beaumont, will receive high-level recommendations at the conclusion of the County's strategic planning process in mid -2025.
Beaumont Zoning Code Update (in progress)
• Update the Zoning Code to be easier for City staff to administer and user- friendly for the public, including modernizing language (e.g., clear definitions) and standards.
• Ensure the Zoning Code is internally consistent with itself and implements various City policy documents (e.g., General Plan, Downtown Beaumont Revitalization Plan, Economic Development Strategic Plan, Parking Management Master Plan, etc.).
• Update the Zoning Code to be more succinct and better organized. • Create design standards for industrial and commercial uses, particularly warehouses, to address aesthetic impacts and compatibility with surrounding uses.
6. SCOPE OF WORK
Overview / Introduction
The City of Beaumont seeks the support of a team capable of updating the EDSP through research, analysis, trend forecasting, and defined community outreach described below. The Consultant's overall responsibility and scope of work is to prepare an Economic Development Strategic Plan containing goals, objectives and implementation measures. The result should be a concise work plan for implementing recommended strategies and established metrics to measure the outcomes. The Consultant shall provide professional services to support the following tasks:
A. Review and analysis of existing demographic and socioeconomic data, labor force characteristics, sales tax revenue and other key economic data.
B. Preparation of key demographic trends and forecasts, social factors, economic factors and financial indicators for inclusion into the strategic plan. This task should include preparation of a market segmentation of the City's retail/commercial and industrial sectors.
C. Provide understanding and consensus of the City's primary strengths, weaknesses, opportunities, and threats (SWOT analysis) that directly impact the economic competitiveness of the City.
D. Significant stakeholder engagement is a critical input for the EDSP. This task should identify a multi -pronged approach to engagement, leveraging multiple methods of soliciting community feedback, with an emphasis on making opportunities for engagement accessible to the community.
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City of Beaumont Request for Proposal
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Beaumont EDSP
E. Preparation of a customized, locally based economic development strategy setting forth goals and objectives with measurable outcomes for taking advantage of the opportunities and solving the economic development challenges of the area, including suggested activities, projects and programs to implement objectives and goals set forth in the strategy.
E. Create an implementation plan that identifies issues/items which require action in the short or long-term. Specific issues to be studied include but are not limited to:
a. Recommendations on light industrial, distribution/fulfillment centers, office, and retail commercial centers - whether to preserve existing square footage, increase, or decrease. Include geographic locations for focus. b. Specific recommendations regarding the prioritization of industries, business types, and services for business recruitment.
c. Research and analysis of mobile services - current practices and impacts on local brick -and -mortar businesses and strategies to leverage them to bring business into the City.
d. Preparation of business attraction and retention strategies incorporating results from Beaumont's SWOT analysis.
e. Preparation of performance measures and progress reviews with timelines that will be used to evaluate whether and to what extent plan goals and objectives have been or are being met.
f. Provide specific recommendations on funding and resource allocation to meet plan objectives.
F. Meetings:
a. The consultant will be expected to regularly interface with staff (in -person meetings and conference calls) concerning approach and tasks throughout the project. The consultant should have frequent interaction with staff to ensure that the City's desired objectives are met and that Beaumont's unique concerns are addressed. The consultant will also be expected to consult with the City's legal counsel.
b. Preparation and facilitation of up to two (2) Community Visioning workshops with business community leaders, the business community in general, the Chamber of Commerce and other leaders/citizens in the Beaumont community.
c. Briefing with the City's Economic Development Team.
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City of Beaumont Request for Proposal
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Beaumont EDSP
d. In person attendance of at least two (2) meetings and/or study sessions with the Economic Development Committee and two (2) meetings with Beaumont City Council to discuss findings and present the draft and/or final EDSP.
G. Deliverables
a. Full Economic Development Strategic Plan Document
b. Visual Aids (charts, maps, infographics, etc.)
c. Public Presentation Materials
d. Digital Toolkit for use by City of Beaumont Public Information Officer This RFP is intended to be as descriptive as possible. However, Proposers (interested firms or consultants) may not take advantage of omissions or oversights in this document.
Proposers must supply products and services that meet or exceed the requirements of this RFP. In the event of a dispute over installation or performance, the needs of the City of Beaumont will govern.
All documents prepared for the Beaumont EDSP Update will become the property of the City of Beaumont.
General Requirements:
The successful Proposer will be required to maintain an active City of Beaumont Business License and maintain all required insurance coverage as stipulated in the final contract.
Work Plan:
Prior to the beginning of the work, the successful proposer must provide the City a schedule and work plan for approval.
7. AVAILABLE DOCUMENTS
The following documents are available for Consultants responding to the Request for Proposals (RFP) and can be found on the City's website.
A. Downtown Revitalization Plan 2024
B. Beaumont Economic Development Strategic Plan - 2019
C. Elevate Beaumont 2040 General Plan
D. Strategic Communications Plan
E. City Council Strategic Plan - 2025
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City of Beaumont Request for Proposal
-- C A L I F O R N I A-
8. ADDITIONAL CONSULTANT RESPONSIBILITIES
Beaumont EDSP
The Consultant Team shall be responsible for completing the specified services in accordance with the City's Professional Services Agreement (Attachment A).
9. TERM
The initial term of the agreement shall be determined in a manner consistent with City's policies.
10. PROPOSAL REQUIREMENTS
The proposal shall clearly address all the information requested herein. To achieve a uniform review process and obtain the maximum degree of comparability, it is required that proposals be organized and contain all information as specified below.
A. Cover Letter: Maximum of two (2) pages serving as an Executive Summary which shall include an understanding of the scope of services. The RFP shall be transmitted with a cover letter that must be signed by an official authorized to bind the consultant contractually. The letter accompanying the RFP shall also provide the name, title, address, and telephone number of individuals with the authority to negotiate and contractually bind the consultant. The cover letter constitutes certification by the consultant, under penalty of perjury, that the consultant complies with nondiscrimination requirements of the State and Federal Government. An unsigned proposal or one signed by an individual unauthorized to bind the consultant may be rejected.
B. Introduction/Information: Introduction of the service proposal, including a statement of understanding for the types of services contemplated. Provide a discussion on how the objectives of the scope of services will be accomplished.
Provide the name of the firm submitting the proposal, its mailing address, telephone number, and the name of the individual to contact if further information is required. Any participating firms and proposed sub -consultants shall be identified and included in the proposal (all sub -consultants must be approved by City prior to signing the agreement with City).
C. Methods: The firm's approach to delivering the scope of services. Provide a description of the firm's approach to communicating effectively with City staff and officials, other jurisdictional stakeholders, and the public, to facilitate successful delivery of assigned tasks.
D. Firm Profile: Provide a description of the firm, including number of professional personnel, years in business, office location(s), organizational structure (e.g., corporation, partnership, sole practitioner, etc.), areas of expertise, etc.
E. Firm Experience/Qualifications:
7
City of Beaumont Request for Proposal
--CALIFORNIA-
Beaumont EDSP
1. A list of the five (5) most recent similar projects by the proposed project team.
Include at least three (3) projects on which all the principal team members, including key sub -consultants, worked together. Do not list any projects that were performed by key team members when they were employed by other firms. Each description shall include:
• The name of the client and a contact name, address, and telephone number.
• The scope of the consultant's involvement in the project. • The month and year the projects started and the month and year they were completed.
• The total value of the services provided.
• The key personnel involved and the sub -consultants employed.
2. A list of any consultant's contracts terminated (partially or completely) by clients for convenience or default within the past seven years. Include contract value, description of work, client, contract number, and the name and telephone number of the contracting entity.
F. Location of principal office that will be responsible for the implementation of this contract.
G. Proposed Team: Provide a summary description of all personnel who will be involved in this project, their roles and responsibilities, and their experience in similar past projects. The proposal must name a project manager. In addition to this summary, full resumes must be provided.
H. References: Provide at least three (3) references from previous cities, counties or other agencies for economic development strategic planning work completed within the last 10 years, and also provide web links to appropriate examples of recent work products.
Scope of Services: Provide a description of the tasks, sub -tasks, and deliverables that will be provided. The Scope of Work Program should be presented in logical format that can be easily attached to the Professional Services Agreement. Any additional items not mentioned above should be included in the proposal as additional items for consideration.
J. Project Schedule: Provide a comprehensive Critical Path Method (CPM) schedule describing the nature and estimated timeline of proposed work objectives and milestones. Gannt chart preferred.
K. Cost proposal: Provide detailed cost of services in a separate sealed envelope.
Costing should include:
8
City of Beaumont Request for Proposal
--CALIFORNIA-
Beaumont EDSP
• Fixed prices, including out-of-pocket expenses, for all costs associated within the scope of this proposal
• Detailed hourly rates of all members of the project
• Additional billable costs for non -specified tasks
• Total fees and expenses for the entire scope of the project • Any area which proposers believe should be included in the scope of work in this proposal, but which is not stipulated in this RFP, and identifies the costs associated with the services rendered
L. List of all current/outstanding contracts, their status and the completion date for each contract.
M. Any other information which should be considered, such as any special services or customer service philosophy which define your firm's practice.
N. The firm will be required to have professional liability insurance including liability at a minimum of one million per occurrence, worker's compensation, and vehicle coverage including comprehensive and collision insurance naming the City of Beaumont as additional insured. The proposal shall state whether such insurances will be in force at time of contract execution.
11. SUBMITTAL
One (1) color digital pdf copy of the proposal with cost must be submitted no later than 12:00 p.m. July 11, 2025 to planetbids. Postmarks and faxes are not acceptable.
Proposal must be titled "RFP Professional Services for BEAUMONT ECONOMIC DEVELOPMENT STRATEGIC PLAN UPDATE."
Once submitted, proposals, including the composition of the consulting staff, cannot be altered without prior written consent of the City. All submitted materials shall become the property of the City of Beaumont.
All costs associated with preparation of any proposal shall be the sole responsibility of the proposer. Each proposal shall be limited to a maximum of 25 pages, using minimum 12 -point font size. Electronic submittals of the proposal will not be accepted. *DUE DATE FOR QUESTIONS IS JulyO 3, 2025 at 12:00 p.m.
All questions shall be submitted to planetbids.
9
City of Beaumont Request for Proposal
12. CONFIDENTIALITY
-- C A L I F O R N I A -.
Beaumont EDSP
Prior to the proposal submittal deadline, all proposals will be designated confidential to the extent permitted by the California Public Records Act. After the proposal submittal deadline, all responses will be regarded as public record and will be subject to review by the public. Any language purported to render confidential all or portions of the proposals will be regarded as non -effective and will be disregarded.
13. AMENDMENTS TO REQUEST FOR PROPOSALS
The City reserves the right to amend the RFP by addendum prior to the final proposal submittal date.
14. CITY OF BEAUMONT RIGHTS AND OPTIONS
This RFP does not commit the City of Beaumont to award a contract or to pay any cost incurred with the preparation of a proposal or contract for services described herein.
The City may, in its sole discretion and without any obligation to act reasonably, reject any and all proposals, waive informalities and minor irregularities in any proposal reviewed, negotiate with any qualified source submitting a proposal, extend deadlines, and/or request additional information. Subsequent to negotiations, prospective consultants may be required to submit revisions to their proposals. The City may reject any proposal that does not conform to the instructions provided in this RFP. Additionally, the City reserves the right to negotiate all final terms and conditions of any proposal received before entering into final contract.
The City reserves the right to postpone selection for its own convenience, to withdraw this RFP at any time, and to reject any and all proposals without indicating any reason for such rejection. As a function of the RFP process, the City of Beaumont reserves the right to remedy technical errors in response to the RFP and to modify the published scope of services and scope of work. Proposals submitted in response to the RFP will not be returned.
15. CONFLICT OF INTEREST
The Consultant shall disclose any personal or professional financial, business, or other relationships with the City that may have an impact on the outcome of this contract or any resulting project. The consultant shall also list current clients who may have a financial interest in the outcome of this contract.
16. PROPOSAL EVALUATION/SELECTION
The City intends to engage the most qualified consultant available that demonstrates a thorough understanding of the City's needs. City staff will use the following criteria to 10
City of Beaumont Request for Proposal
evaluate the proposals:
-- C A L I F O R N I A -.
1. Understanding the scope of services;
and completeness of RFP
2. Related Experience and Demonstrated skills
3. Approach to performing this type of service
4. Familiarity with City, County, State procedures
5. References
6. Cost and Cost Effectiveness
Beaumont EDSP
Available Points = 20
Available Points = 30
Available Points = 20
Available Points = 5
Available Points = 10
Available Points = 15
Total Points Available = 100
The City may request a qualification interview with the highest ranked consultant(s) prior to determining the final ranking. This selection will be conducted according to the City's adopted procedures. The City reserves the right to reject any and all proposals. 11
City of Beaumont Agreement #
C25-105
EXHIBIT "B"
VENDOR'S PROPOSAL
(insert behind this page)
RFP Professional Services for
BEAUMONT ECONOMIC DEVELOPMENT
STRATEGIC PLAN UPDATE
A PROPOSAL FOR THE CITY OF BEAUMONT, CA
DUE JULY 11, 2025, 12:00 PM LOCAL
1111114 STRATEGIES
A. Cover Letter
July 11, 2025
Raveena Chara, Procurement Contract Specialist
City of Beaumont
Submitted via PlanetBids portal
Dear Ms. Chara:
TIP Strategies is pleased to present our proposal for the preparation of an economic development strategic plan for the City of Beaumont. As you evaluate proposals, we invite you to consider the advantages of our team.
AN EXTENSIVE PORTFOLIO
Since 1995, TIP has completed more than 600 engagements in 44 states and 7 countries, including projects for major metropolitan areas throughout California and the US. A list of select clients is included below. Additional information about these projects, as well as our broader portfolio, can be found by visiting our website:
httos://tiostratecies.com/portfolio/.
• City of San Luis Obispo, CA - Economic Development Strategic Plan Update • City of Rancho Cordova, CA - Economic Development Strategic Plan & Implementation Plan • Fresno County, CA — Comprehensive Economic Development Strategy (CEDS) • REACH (San Luis Obispo & Santa Barbara Counties, CA) - Comprehensive Economic Development Strategy (CEDS)
• Eastern Kern County, CA — Diversification Study
A PROVEN PROCESS
Our mission is to engage and inspire community leaders to help the people they serve thrive economically, financially, and socially. During 30 years in business, our three-phase Theory Into Practice planning model has proven flexible enough to address the variety of challenges that clients face. Beyond its value as an organizing structure, the TIP model reinforces our commitment to getting it right. The Discovery phase reflects our interest in learning what makes a community or region unique. The Opportunity phase ensures a focus on identifying the "big ideas" that will contribute to the community's economic vitality and garner support for the planning process. Finally, the Implementation phase keeps us focused on the desired outcome and the steps needed to turn ideas into action. +1 512 3439113 I www.tipstrategies.com 13492 N Hwy 183, Suite 120-254, Austin, TX 78750
gra STRATEGIES
AN EXPERIENCED TEAM
I (TIP senior partner Jeff Marcell) will serve as the principal -in -charge of this project and contribute my expertise in competitive analysis and positioning. Joining the team as strategic advisor, VP John Karras will contribute his expertise in target industry analysis and urban planning. At TIP, principals are assisted by consultants experienced in managing projects similar in scope to the requested work. Project manager and consultant Mishka Parkins has a strong portfolio of metropolitan planning projects. She will be assisted by senior consultant, Elizabeth Scott, who will contribute her experience with stakeholder engagement.
In addition, TIP's research team is well -versed in analytical techniques and finding innovative approaches to provide clients with the information they need for decision -making. Our lead analyst has three decades of experience using public and proprietary data sets to create clear and compelling analyses. He has also overseen the development of our widely cited data visualization tools, which are featured on our website:
httos://tiostrategies.com/visualizations/.
In summary, TIP is a full -service economic development consulting firm with the experience and resources needed to carry out the requested scope of work.
AUTHORIZED REPRESENTATIVES
This cover letter constitutes certification by TIP Strategies, Inc., under penalty of perjury, that the firm complies with nondiscrimination requirements of the State and Federal Government.
Names and titles of the individuals authorized to
negotiate and contractually bind the Consultant
Address
Telephone number
Tom Stellman, founder and CEO
Jeff Marcell, senior partner
13492 N Hwy 183, Suite 120-254, Austin, TX 78750
512.343.9113
Our team is excited by the prospect of working with you. We appreciate the opportunity to present our firm and our team members, and we encourage you to contact our references. Please feel free to call me at 512.343.9113 if you have any questions concerning our submittal.
Sincerely,
Jeff Marcell, Senior Partner
+1 512 3439113 I www.tipstrategies.com 13492 N Hwy 183, Suite 120-254, Austin, TX 78750
CONTENTS
A. COVER LETTER II
B. INTRODUCTION/INFORMATION 2
PROJECT APPROACH & UNDERSTANDING 2
REQUIRED INFORMATION 2
C. METHODS 3
D. FIRM PROFILE 4
LEADERSHIP & STRUCTURE 4
E. FIRM EXPERIENCE/QUALIFICATIONS 5
1. RECENT TEAM PROJECTS 5
2. TERMINATED CONTRACTS 5
F. LOCATION OF PRINCIPAL OFFICE 6
G. PROPOSED TEAM 7
KEY PERSONNEL QUALIFICATIONS 7
KEY PERSONNEL RESUMES 9
H. REFERENCES 15
WORK SAMPLES 15
I. SCOPE OF SERVICES 16
1. DISCOVERY 16
2. OPPORTUNITY 18
3. IMPLEMENTATION 19
DELIVERABLES 20
J. PROJECT SCHEDULE 21
K. COST PROPOSAL 22
FEES 22
EXPENSES 22
L. CURRENT CONTRACTS 23
M. ADDITIONAL INFORMATION: OUR
DIFFERENTIATORS 24
N. INSURANCE 25
ACKNOWLEDGEMENT OF ADDENDUM #1 26
lillear-5 TIP Strategies, Inc., is a
privately held Austin -based firm providing
consulting and advisory services to public
and private sector clients. Established in
1995, the firm has spent 30 years
partnering with communities, turning
insights into strategies that shape
tomorrow. Its core competencies are
strategic planning for economic
development, talent strategies,
organizational development, resiliency
planning, and equity initiatives.
+1 512 3439113
www.tipstrategies.com
13492 N Hwy. 183, Ste 120-254
Austin, TX 78750
B. Introduction/Information
TIP Strategies, Inc. (TIP) is submitting this proposal to assist the City of Beaumont (City) with an economic development strategic plan. Our team members are experienced in 1) leading economic development planning projects across the US and internationally; 2) structuring effective and sustainable organizations; 3) identifying appropriate target industries and designing effective marketing strategies to recruit them; 4) crafting talent retention, development, and attraction strategies; and 5) assisting with the implementation of economic development plans for cities, counties, regions, and states.
Project Approach & Understanding
As a desirable community that offers a high quality of life and an ideal location at the intersection of major highways, Beaumont has experienced rapid expansion and continues to attract a well-educated workforce. The City's retail sector, already a focal point in the region, is primed to continue to flourish with the recently announced multi -million -dollar state investment in City infrastructure projects that will ease congestion. Beaumont is at a pivotal moment as it prepares for its next phase of growth, which the City recognizes in the 13 Action Items identified in its recent Strategic Plan to address economic development by amping up business and industry recruitment. TIP is well -positioned to collaborate with the City to meet these goals. During 30 years in business, TIP has established our Theory Into Practice (TIP) planning model that combines analytical tools with the latest thinking in economic development and community -based principles to create innovative and publicly supported strategies.
During the DISCOVERY phase, team members use both qualitative (stakeholder engagement) and quantitative methods (data analysis) to develop a full understanding of the local economic landscape. The Discovery phase culminates in the preparation of an analysis of the community and economy's strengths, weaknesses, opportunities, and threats (SWOT analysis). Findings from the Discovery phase serve as the basis for the identification of potential strategies in the OPPORTUNITY phase. Our team will build a better understanding of the community's opportunities which will allow us to determine a range of potential solutions that can be implemented on a local level. This phase culminates in a workshop designed to build consensus on prioritized strategies and focus areas.
Finally, the IMPLEMENTATION phase prioritizes recommended strategies and identifies the resources and partnership opportunities to make them a reality. In generating actionable next steps for the City, we will provide the requested strategic recommendations that inform the next chapter of the City's approach to economic development. In addition to the strategic plan, TIP will provide an implementation plan that outlines actions, priorities, and guidelines for measuring success. By the conclusion of our collaboration, Beaumont will have gained the insights, tools, and resources it needs to support better economic outcomes for its community.
Required Information
Legal name of the Consultant
Mailing address
Contact
Telephone number
TIP Strategies, Inc.
13492 N Hwy 183, Suite 120-254, Austin, TX 78750
Jeff Marcell, senior partner
512.343.9113
CITY OF BEAUMONT • Economic Development Sii[aiegi t 2!an bpd to
C. Methods
Using our three-phase planning process —Discovery, Opportunity, Implementation —described in greater detail in the previous section, TIP will collaborate with the City throughout the process with these imperatives always in mind:
1) learning all we can about the community and your organization, 2) using that knowledge to prioritize the opportunities most likely to be successful, and 3) ensuring we provide the tools needed to implement the strategies that result from the economic development strategic plan.
TIP employs the following project management protocols to ensure clear communication, a quality product, and the ability to quickly address any concerns. This ensures we meet —and exceed —client expectations on time and within budget. Our commitment to getting it right is demonstrated by numerous repeat clients over the life of the firm. • PROJECT GUIDE. As part of the project launch, we will prepare our Project Startup Guide, which sets clear, mutually agreed upon expectations for the engagement. The guide includes anticipated client tasks by phase as well as a detailed list of items we typically request at the outset of the project. • TEAM MEETINGS. We will meet with staff regularly to report on findings and discuss upcoming tasks.
These meetings will allow us to achieve consensus on specific goals and provide the opportunity to refine our work product as we go. The frequency of these meetings will be agreed upon during the project launch. • STEERING COMMITTEE. For this effort, we recommend utilizing the Economic Development Committee (EDC) as a steering committee, which we will meet with regularly to help guide and shape the plan. Members are responsible for attending monthly meetings, providing input on strategies, and reviewing deliverables. If the EDC is not utilized in this way, we will hold at least two meetings with the EDC as stipulated in the RFP. • DATA COLLECTION & ANALYSIS. To minimize errors, we adhere as closely as possible to reputable, primary sources and use an internal peer review process when creating new products and methodologies.
Quantitative work is reviewed by the R&D and Production teams, lead consultant, and principal -in -charge before it is submitted to the client.
• QUALITY CONTROL. TIP's Production team will ensure that deliverables are clear, concise, and meaningful.
We review all deliverables before submittal to the client or the public. Final deliverables are professionally proofread and prepared in a graphically pleasing and user-friendly manner. This process should be factored into timelines for deliverables.
• CLIENT INVOLVEMENT. Our team will work closely with the City and seek assistance in a number of areas. • Designating a point person responsible for assisting with scheduling project meetings, helping with stakeholder input (meeting logistics, advertising, translation services), and coordinating deliverables review. • Providing economic development plans, budget and staffing for economic development, major employer list, recent surveys, a list of partners and initiatives, and information on special districts and recent prospects. • Identifying key stakeholders and helping to bring them to the table. • Providing information on current economic conditions, as well as historical and future trends. • Providing input and feedback on deliverables throughout the process.
CITY OF BEAUMONT • Economic Development S r-r;egi Pli)n Jp iFlte
4 D. Firm Profile
TIP is an independently owned Austin -based firm providing consulting and advisory services to public and private sector clients. Established in 1995, the firm's core competencies are strategic planning for economic development, talent strategies, organizational development, resiliency planning, and equity initiatives. Specific topics in which TIP has deep experience include entrepreneurship, target industries, workforce analytics, and defense industries/communities. TIP is based in Austin, Texas, with team members in Colorado, Maryland, Massachusetts, Michigan, Vermont, and Washington.
For 30 years, TIP has delivered strategies that shape tomorrow through our future -ready Talent —Innovation —Place framework. Together with community leaders across the US, we craft innovative publicly supported strategies that establish a clear vision for sustainable economic growth and shared prosperity.
Leadership & Structure
TIP is a C Corporation led by four principals who are ideally suited to assist the City with an economic development strategic plan. They are joined by a staff of 19 fulltime analysts, consultants, and production professionals experienced in managing projects similar in scope to the requested work. The TIP team also includes an extensive network of associates and partners whose multidisciplinary skills can be brought to bear on this project.
TOM STELLMAN, CEO/FOUNDER brings a wealth of experience working with communities and businesses. As developer of TIP's Talent -Innovation -Place model, he has helped clients identify sustainable strategies to promote workforce and economic health.
TRACYE MCDANIEL, PRESIDENT has earned a reputation for creating mutually beneficial partnerships across a broad spectrum of industries as a widely recognized strategist with experience in all facets of economic development and travel marketing.
JON ROBERTS, MANAGING PARTNE is a nationally recognized leader in regional economic development. He has overseen projects throughout the US, as well as in Europe and Asia, and is a frequent speaker for the International Economic Development Council.
JEFF MARCELL, SENIOR PARTN4 leads high -profile national consulting engagements and provides input from the practitioner's point of view. Prior to joining the firm, he spent a decade leading the Economic Development Council of Seattle and King County.
CITY OF BEAUMONT • Economic Development ,34it;e •,;
E. Firm Experience/Qualifications
Please see the following projects that showcase our similar work in California and across the US. 1 DPrn t TrinFrO PrrJPrt
GRUNDY COUNTY ECONOMIC DEV. COUNCIL (IL) I ECONOMIC DIVERSIFICATION AND RESILIENCY PLAN REFERENCE Nancy E. Norton, President & CEO, GEDC 1 112 E. Washington Street, Morris, IL 60450 I PH 815.942.0163 I [email protected]
SCOPE Sole consultant
TIMEFRAME April 2024 —December 2024
BUDGET $184,500
PROJECT TEAM Jeff Marcell, principal -in -charge I Mishka Parkins, lead; Elizabeth Scott, assisting
PORT AUTHORITY OF THE CITY OF BLOOMINGTON (MN) I ECONOMIC DEVELOPMENT STRATEGIC PLAN REFERENCE Holly Masek, Port Authority Administrator 11800 West Old Shakopee Road, Bloomington, MN 55431-3027 I PH 952.563.8879 I [email protected]
SCOPE Sole consultant
TIMEFRAME January 2024 —March 2025
BUDGET $175,000
PROJECT TEAM Jeff Marcell, principal -in -charge I Elizabeth Scott, lead; Mishka Parkins, assisting
CHARLESTON AREA ALLIANCE (WV) I ECONOMIC DEVELOPMENT STRATEGIC PLAN REFERENCE Mara Boggs, President & CEO, Charleston Area Alliance 11116 Smith Street, Charleston, WV 25301 I PH 304.340.4253 I [email protected] SCOPE Sole consultant
TIMEFRAME January 2024 —December 2024
BUDGET $150,000
PROJECT TEAM Jeff Marcell, principal -in -charge I Mishka Parkins, lead
CITY OF SAN LUIS OBISPO, CA I ECONOMIC DEVELOPMENT STRATEGIC PLAN UPDATE Molly Cano, Vice President of Marketing, Visit SLO CAL (fmr. Economic Dev. & Tourism REFERENCE Manager, City of San Luis Obispo) 181 Higuera Street, Suite 220, San Luis Obispo, CA 93401 I PH 805.541.8000 (main office) I [email protected] SCOPE Sole consultant
TIMEFRAME December 2022 -September 2023
BUDGET $100,000
PROJECT TEAM Jeff Marcell, principal -in -charge I Alex Cooke, lead; Mishka Parkins, assisting
FRESNO COUNTY, CA I COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS) REFERENCE Lauren Nikkei, Director of Business Services, Fresno County Economic Dev.Corp. 11060 Fulton St, 4th Floor, Fresno, CA 93721 I PH 559.721.2241 I ,[email protected] SCOPE Sole consultant
TIMEFRAME June 2024 -present
BUDGET $210,000
PROJECT TEAM Jeff Marcell, principal -in -charge I Elizabeth Scott; Victoria Wilson, assisting
2. I erm natedl Contracts
TIP has not had any contracts terminated (partially or completely) by clients for convenience or default within the past seven years.
CITY OF BEAUMONT • Economic Development Siir-iiegic ?!an l Jpr]..;:te
6 F. Location of Principal Office
This contract will be administered from TIP's headquarters in Austin, Texas.
CITY OF BEAUMONT • Economic Development Sii[aie is P!an
7 G. Proposed Team
At TIP, the work of our consulting team is conducted under the direct supervision of a senior member of the firm. The principal -in -charge is actively involved in every phase. TIP senior partner JEFF MARCELL will act as principal -in - charge and serve as the primary point of contact for this work. In this capacity, he will participate in the scoping of the project and provide technical and strategic input during each phase.
The principal -in -charge receives input from other senior members of our staff who serve as strategic advisors. VP JOHN KARRAS will serve as an advisor. In addition, a lead consultant is assigned to manage each engagement and is responsible for day-to-day client communication, directing project research, and report writing. Consultant MISHKA PARKINS will serve as lead consultant, or project manager, for this work and will be assisted in these duties by senior consultant ELIZABETH SCOTT. As shown in the staffing diagram, the project leads are assisted by a team of analysts and production professionals, who have extensive experience preparing thought -provoking analyses and engaging deliverables. A summary of qualifications and resumes for key TIP personnel is provided in the remainder of this section. Additional resumes are available upon request.
CLIENT -FACING TEAM
PRINCIPAL -IN -CHARGE
NAMED CONSULTANTS
ADDITIONAL ADVISORS & EXPERTISE
ADDITIONAL PRINCIPALS
SECTOR SPECIALISTS
ADDITIONAL CONSULTANTS
ANALYSTS
PRODUCTION
Key Personnel Qualifications
JEFF MARCELL, Senior Partner, has more than two decades of experience in economic development as a practitioner and consultant. His client portfolio includes facilitating the Governor of Delaware's taskforce that established a new public -private partnership for economic development and supporting the Detroit Regional CEO Group in a review of employer -led solutions to workforce challenges. Prior to joining TIP in 2014, he was with the Economic Development Council of Seattle and King County for a decade, first as executive VP and COO and then as the president and CEO. Jeff holds a law degree from the South Texas College of Law, a BA in political science from the University of Illinois at Chicago, and a certificate in Nonprofit Management from the University of Washington.
JOHN KARRAS, VP, has two decades of experience as a national economic development strategist, working in 40 US states, Mexico, and Canada. He is known for his insights on urban revitalization and its economic impact. As VP of business development, he builds client relationships and helps communities strengthen urban vitality. Before joining TIP, John worked at the NYC Department of CITY OF BEAUMONT • Economic Development Si[ e is P!an l bpd to
8 Transportation's Division of Planning & Sustainability and as an urban planning/GIS specialist with AECOM. He holds an MS in Community & Regional Planning from the University of Texas at Austin and a BS in Geography from Texas State University.
MISHKA PARKINS, Consultant, has experience managing economic development technical assistance and research projects. Her recent work includes the preparation of economic development strategies for the Greater Baltimore Committee (Maryland); the City of San Luis Obispo, California; and the City of Clovis, New Mexico. Prior to joining TIP in 2021, Mishka facilitated peer learning and supported professional development at the International Economic Development Council. She received a Master of Public Administration from Washington Adventist University and a Bachelor of Science in Marketing from the University of Maryland, College Park.
0 ELIZABETH SCOTT, Senior Consultant, has nearly 20 years of experience managing projects that include business recruitment and retention, economic and workforce development strategies, socioeconomic impact analyses, and land use studies. Before joining TIP in 2019, Elizabeth directed business recruitment, retention, and expansion efforts for the Columbia River Economic Development Council (CREDC) in Clark County, Washington. While at CREDC, she also managed several multi -million -dollar grant programs across the Greater Portland -Vancouver region. She received a Master of Natural Resources from Virginia Tech and a BA in History and Sociology from the University of Tampa.
BRENT MCELREATH, AICP, SVP, Research & Development, oversees three analysts with expertise in regional labor market, statistical, and geospatial analyses; data visualization; machine learning; big data management; urban Informatics; and land use planning. He has more than 25 years of experience in comparative urban economic analysis. Brent is an AICP-certified planner and a member of the American Planning Association. Brent received a Master of Community and Regional Planning and Bachelor of Business Administration in Finance from the University of Texas at Austin.
KAREN BEARD, SVP, Production, has held roles ranging from research to managing client engagements to deliverable production during her 25 years with TIP. As SVP of Production since 2020, she oversees two designers who collectively have 40 years of experience in graphic design and are responsible for creating attractive, user-friendly and accessible content across multiple platforms.
She received a Master of Community and Regional Planning and a BA in Sociology from the University of Texas at Austin.
CITY OF BEAUMONT • Economic Development S rn!e;; r lipri to
9 Key Personnel Resumes
JEFF MARCELL
Senior Partner
[email protected]
EDUCATION
• Juris Doctorate, South Texas College of
Law
• Bachelor of Arts, Political Science,
University of Illinois at Chicago
EXPERTISE
• Policy development
• Competitive analysis and positioning
• Organization fundraising
• Change management
• Process reengineering
AFFILIATIONS
• Past Chair, Washington Economic
Development Association
• Board and Executive Committee Member
(former), Puget Sound Economic
Development District Board
• Founding Board Member, Aerospace
Futures Alliance
• Board Member (former), Washington
Aerospace Partnership
• Board and Executive Committee Member
(former) Seattle -King County Workforce
Development Council
• Board Member (former), Seattle
Metropolitan Chamber of Commerce
• Member (former), Multi -cultural & Small
Business Task Force, Seattle Metro
Chamber
ABOUT
As a principal, Jeff Marcell leads high -profile national consulting engagements and contributes to the strategic planning of the business.
EXPERIENCE
Before joining TIP, Jeff served as the president and CEO of the Economic Development Council of Seattle and King
County (EDC). He was responsible for the organization's mission of business and job creation, retention, expansion, and recruitment in King County. Jeff joined the EDC in 2004, and during his tenure, rebuilt the organization's client -based economic development program.
Prior to joining the EDC, Jeff was an economic development consultant with Angelou Economics, and a marketing
executive in the Economic Development Division of the
Greater Houston Partnership. He was responsible for
retaining and recruiting corporate expansions and
relocations by marketing and promoting the Houston region nationally and internationally. During his term with the Partnership, the organization brought in over 25,000 jobs to the Houston region with $3.4 billion in annual economic impact to the community.
In 2007, Jeff was named one of the Puget Sound Business Journal's 40 Under 40. In 2013, he received the MacArthur Award for Leadership from the Washington State Department of Commerce. He has been recognized by the IEDC for his efforts in Technology -Led Economic Development and Clean Technology and was the recipient of an Outstanding Board Service Award from the Seattle -King County Workforce
Development Council, 2012.
SIGNIFICANT PROJECTS
• Conducted strategies for regions in California's Central Coast (Santa Barbara and San Luis Obispo Counties);
the Chicago, Illinois, area; East Central Michigan; North Iowa; Northwest Indiana.
• Conducted strategic planning for San Luis Obispo, CA; Miami -Dade County, FL; Minneapolis -St. Paul, MN;
Detroit, MI; City of Auburn, WA; City of Corning, NY;
Missouri City, TX; and City of Shelton, WA.
• Supervised the recruitment, retention, and expansion of 65 companies representing nearly 7,000 primary jobs in
the Seattle region.
CITY OF BEAUMONT • Economic Development rtie.jic P;an i J;a,Lte
10 JOHN KARRAS
' VP Business Development
[email protected]
EDUCATION
• Master of Science, Community & Regional
Planning, University of Texas at Austin
• Bachelor of Science, Geography, Texas
State University -San Marcos
EXPERTISE
• Strategic planning
• Target industry analysis
• Economic and fiscal impact analysis
• Marketing and digital lead generation
• Downtown revitalization
• Urban planning and transportation policy
• GIS mapping and spatial analysis
• Real estate trends
• Community brand and image
AFFILIATIONS
• Instructor, Texas Basic Economic
Development Course
• Instructor, International Economic
Development Council (IEDC) Strategic
Planning
• Adjunct Faculty, Sustainable Urban
Economic Development Planning course,
Master of Science, Community & Regional
Planning, University of Texas at Austin
• Member, International Economic
Development Council
• Member, Texas Economic Development
Council
ABOUT
John Karras has devoted his career to the bold idea that every community has the potential to become a more vibrant place. As VP of business development with TIP Strategies, John channels his energies to empower economic
development professionals and civic leaders with the
knowledge and tools needed to make their communities
more vibrant.
EXPERIENCE
John has spent nearly two decades working as a national economic development strategist. John's economic
development work has taken him to 40 US states, as well as Mexico and Canada. In addition to his consulting portfolio, John has built a reputation as a leading thinker on urban revitalization trends and their impact on economic
development. He founded urbanSCALE.com in 2013, which
introduced the first comprehensive measure of how urban a city is on a scale of 1 to 10. Blog posts and other content from urbanSCALE have been featured in Planetizen, Outside Magazine's annual "Best Places to Live" feature, and dozens of local media outlets around the US. John is a frequent keynote speaker at economic development conferences and serves as an instructor of training and professional
development courses for economic development
professionals on the topics of strategic planning, and data analysis.
Before entering the economic development field, John
worked in the New York City Dept. of Transportation's
Division of Planning & Sustainability. Prior to his work with the NYC DOT, John worked as an urban planning/GIS
specialist with AECOM.
SIGNIFICANT PROJECTS
• Regional and statewide economic development
planning: Texas Higher Education Foundation;
Mississippi; Northeast Indiana; Minneapolis -St. Paul,
MN; Delta Regional Authority (multi -state); Coastal
Mississippi; East Kern County, CA.
• Citywide economic development strategies: San
Antonio, TX; Fort Worth, TX; Arlington, TX; Irving, TX; Brownsville, TX; Pasadena, TX; San Angelo, TX; Missouri City, TX; Pflugerville, TX; Del Rio, TX; Alvin, TX; Buda, TX; Kaufman, TX; Yoakum, TX; Sahuarita, AZ; North Miami,
FL; Corning, NY; Bartlesville, OK; Richmond, VA.
CITY OF BEAUMONT • Economic Development Si[ e is 3!an l bpd to
11 MISHKA PARKINS
Consultant
[email protected]
EDUCATION
• Master of Public Administration,
Washington Adventist University
• Bachelor of Science, Marketing, University
of Maryland, College Park
EXPERTISE
• Content development and dissemination
• Program design and implementation
• Project management
• Stakeholder engagement
ABOUT
Mishka Parkins has experience managing economic
development technical assistance and research projects. She has led engagements with economic development
practitioners, consultants, subject matter experts, and other stakeholders in support of economic recovery projects.
EXPERIENCE
Prior to joining TIP, Mishka spent more than seven years in nonprofit sector research, programming, content
development, and project management. At the International Economic Development Council, she facilitated peer learning and supported professional development through various
knowledge management activities, including content
development for webinars, workshops, and technical
assistance projects. She has authored and co-authored
several educational resources for economic development
practitioners. Experienced in working with membership
organizations, she has supported nonprofits in achieving their missions and goals by creating timely and relevant content, member programming, networking, and partnership opportunities.
In addition to her nonprofit experience, Mishka has worked in private sector marketing and commercial real estate
research roles. She has supported the successful launch of campaigns for new sub -brand positioning that included brand identity guidelines and internal/external communication policies. Mishka has also managed a client portfolio and database of commercial property listings and served as a primary point -of -contact and liaison for commercial brokers.
SIGNIFICANT PROJECTS
• Managed preparation of economic development
strategic plans for San Luis Obispo, CA, and Clovis, NM. • Helped facilitate the first two cohorts of the
International Economic Development Council's (IEDC's)
Equitable Communities Initiative.
• Managed economic recovery projects in Puerto Rico and the US Virgin Islands.
• Led research efforts and authored report about
collaborative strategies for economic developers and
philanthropic organizations.
CITY OF BEAUMONT • Economic Development Si[ e is P!an l Jpr].,te
12 ELIZABETH SCOTT
Senior Consultant
[email protected]
EDUCATION
• Master of Natural Resources,
Environmental & Land Use Policy, Virginia
Tech
• Bachelor of Arts, History and Sociology,
University of Tampa
EXPERTISE
• Regional & Comprehensive Economic
Development Strategic Plans (CEDS)
• Economic development organizational
strategic plans
• Domestic & international business
recruitment
• Talent attraction strategy
• Project management
• Target industry & industry cluster analysis
• Policy analysis
• Socioeconomic & fiscal impact analysis
AFFILIATIONS
• Member, Michigan Economic Developers
Association
• Former member, Port of Portland
International Air Service Executive
Committee
• Former vice chair, Leadership Clark County
• Former member, Clark County Railroad
Advisory Board
ABOUT
Elizabeth Scott has nearly 20 years of experience managing a wide range of projects including business recruitment and retention, economic and workforce development strategy, socioeconomic impact studies, and land use studies. She works closely with community, business, and academic
leaders to develop comprehensive strategies that advance equitable economic growth and foster a high quality of place.
EXPERIENCE
Prior to joining TIP, Elizabeth spent seven years with the Columbia River Economic Development Council (CREDC) in
Clark County, WA. As the director of business development, she led the business services team executing the strategy for business recruitment, retention, and expansion efforts. In this role, she managed over 20 successful projects including Vigor Industrial, Banfield Pet Hospital Corporate
Headquarters, RealWear, and GTMA. Areas of focus include site selection, permitting processes, incentives negotiation, higher education engagement, and workforce development.
During her tenure with CREDC, she successfully managed a number of grant programs, including a four-year, $5 million grant from five federal agencies as part of the Advanced Manufacturing Jobs and Innovation Accelerator Challenge (AMJIAC) program for the five county, bi-state Greater
Portland -Vancouver Region.
In addition to her economic development expertise, she has experience in business development, project management, and research and data analysis. Early in her career, she supported BRAC/NEPA projects by providing socioeconomic analysis for environmental assessments and environmental impact statements.
Elizabeth resides in Houghton, Michigan.
SIGNIFICANT PROJECTS
• Large scale regional economic development plans for
urban and rural communities across the US, including
San Luis Obispo -Santa Barbara (CA), Jacksonville (FL), Oklahoma City (OK), Indianapolis (IN), and Spokane
(WA).
• Led and supported over 20 successful recruitment and
expansion projects, including corporate headquarters
relocations.
CITY OF BEAUMONT • Economic Development riie.;;ic P!an
13 BRENT MCELREATH, AICP
SVP, Research & Development
[email protected]
EDUCATION
• Master of Science, Community & Regional
Planning, University of Texas at Austin
• Bachelor of Business Administration,
Finance, University of Texas at Austin
EXPERTISE
• Regional and metropolitan economics
• Economic development strategy
• Real estate and property market
fundamentals
• Infrastructure analysis
• Capital and financial analysis
AFFILIATIONS
• Member, American Institute of Certified
Planners
• Member, American Planning Association
• Past Member, Urban Land Institute
ABOUT
Brent McElreath has more than 25 years of experience in comparative urban economic analysis. He has managed
research teams in both the public and private sectors and has extensive work experience in real estate and
infrastructure markets, with a focus on their cyclical and structural drivers. During his career he has spearheaded innovations in scenario modeling, fiscal impact analysis, and data collection and reporting systems. Brent has authored, co-authored, and edited numerous white papers, articles, and serial reports on global property and infrastructure markets during his career.
EXPERIENCE
As a vice president at MSCI, Brent designed and
implemented performance monitoring systems for
metropolitan property markets. He also developed and
authored publications explaining differences in investment risks across property types, metropolitan areas, and national markets. His graphical analysis became a fixture of MSCI's annual property market review presentations in North
America, Europe, and the Asia Pacific region.
While at PPR (now CoStar), Brent supervised the publication of 250+ quarterly property market forecasts. He also
oversaw the modernization of PPR's data collection systems and led the firm's initial groundwork in global risk analysis.
Brent's career began in economic development in Texas in the 1990s. He brings this background to his current role at TIP, combined with extensive experience in the dynamics of real estate, infrastructure, and capital markets.
Brent is a member of the American Planning Association and an AICP-certified planner.
SIGNIFICANT PROJECTS
• Strategic planning: Greater Baltimore Committee
(2024); Chicago Metropolitan Agency for Planning
(2022); Indianapolis Metropolitan Planning
Organization (2022); Virginia Beach, VA (2021); Tampa
Bay Economic Dev. (2019); Fort Worth, TX (2017).
• Selected publications: Global Property Performance
(2016); The Road to a Seamless Global Real Estate
Portfolio (2016); Sectoral Aspects of Global
Infrastructure Investment (2015).
CITY OF BEAUMONT • Economic Development mie.jic P; an i J;a,Lte
14 KAREN BEARD
SVP, Production
[email protected]
EDUCATION
• Master of Science, Community & Regional
Planning, University of Texas at Austin
• Bachelor of Arts, Sociology, University of
Texas at Austin
EXPERTISE
• Survey research
• Regional economic analysis
• Workforce and higher education analysis
• Writing and editing
AFFILIATIONS
• Instructor, Texas Basic Economic
Development Course
ABOUT
Karen Beard has 30 years of experience thinking about
economic development and community planning from a data, policy, and strategy perspective. Since joining TIP in 2000, she has filled both client -facing and "home team" roles for the firm. As a research associate and then a consultant, she managed client engagements in Texas and across the US,
including a focus on helping clients understand their
workforce. In her current role as senior vice president of production, Karen helps coordinate the firm's client
deliverables.
EXPERIENCE
Prior to joining TIP, Karen held the position of senior research analyst at the Texas Department of Economic Development.
During her tenure at TDED, she was involved in a number of projects, including the design and maintenance of the
agency's "one stop" economic development web sites. In this capacity, she served as the principal developer of the Texas Business & Community Economic Development
Clearinghouse, a searchable database of economic
development resources.
As a research associate for the State Bar of Texas, Karen analyzed subjects of interest to the legal services industry and participated in dozens of law -related survey research projects, including an extensive annual report on attorney fees and compensation, as well as an award -winning survey on the concerns of minorities in the legal profession. She has also conducted research on the disability community for the Texas Rehabilitation Commission and led a major household travel survey as a research manager for NuStats, an Austin - based transportation research firm. Other topics that she has addressed include the evaluation of manufacturing
technology centers and the effect of regulation on the cost of land development.
SIGNIFICANT PROJECTS
• Regional economic development planning: Green River
Area Development District, KY; WIRED 26 -county region, KY/IN; Racine County EDC, WI.
• Workforce projects: Workforce Solutions of Central
Texas; Western Kentucky Workforce Investment Board;
Pearland Economic Development Corporation (TX);
Workforce Solutions Lower Rio Grande Valley (TX).
CITY OF BEAUMONT • Economic Development Si[ e is 7!an l Jp;]:,te
15 Image Credit: Hagan Park with
a lake, river, and fall trees by
Coruscating Images courtesy
of City of Rancho Cordova.
Image Credit: Panorama from
Terrace Hill, San Luis Obispo,
CA via
AdobeStock237485251.
Image Credit: Fresno Co.,
Tollhouse Rock.
H. References
The following are selected examples of TIP's work, along with corresponding contact information and links to online deliverables (where available). These clients can speak to our team's ability to deliver a quality, professional product on time and within budget. Additional details about these and other projects can be found via our online portfolio.
CITY OF RANCHO CORDOVA, CA I ECONOMIC DEVELOPMENT STRATEGIC PLAN TIP's economic development clan for the City of Rancho Cordova was built around three goals.
The business development goal focuses on expanding the city's employer base, while centering businesses attraction efforts on target industries. The placemaking and real estate goal supports community objectives including development of priority nodes, redevelopment and activation of underutilized spaces, and increasing mobility. The workforce goal seeks to build regional partnerships to address talent pipeline challenges and reduce barriers to employment.
Reference: Amanda Norton, Economic Development Manager 12729 Prospect Park Drive, Rancho Cordova, CA 95670 I PH 916.851.8783 I [email protected]
CITY OF SAN LUIS OBISPO, CA I ECONOMIC DEVELOPMENT STRATEGIC PLAN UPDATE The City engaged TIP to update its economic development stratec is plan. Five guiding principles emerged as a result: 1) maintaining a dynamic economic and business environment, 2) expanding economic opportunities for all residents and businesses, 3) ensuring economic vitality through climate- and system -focused sustainable growth, 4) enhancing internal and external collaboration, and 5) expanding partnerships across the region.
Reference: Molly Cano, VP of Marketing, Visit SLO CAL (former Economic Development & Tourism Manager, City of San Luis Obispo) 181 Higuera Street, Suite 220, San Luis Obispo, CA 93401 I PH 805.541.8000 (main office) I [email protected]
FRESNO COUNTY, CA I COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS) TIP is completing a comprehensive economic development strategy (CEDS) that will help guide Fresno County officials, community stakeholders, private industry, and public investment toward building an inclusive and resilient economy. The strategic plan will address equitable economic growth, identify infrastructure investments, and provide a roadmap for a more sustainable economy that can withstand economic disruptions.
Reference: Lauren Nikkei, Director of Business Services, Fresno County EDCI 1060 Fulton St, 4th Floor, Fresno, CA 93721 I PH 559.721.2241 I [email protected] Work Samples
The following examples of TIP's work have been made available online by our clients. • Advancinc Grundy: Grundy County Economic Diversification and Resiliency Plan, Grundy County Economic Development Council (IL) I December 2024
• Resilience Roadmap: A Comprehensive Economic Development Stratecy for the Counties of San Luis Obispo and Santa Barbara, REACH (California Central Coast) I January 2024 • Comprehensive Economic Development Stratecy, Lake County Partners (IL) I April 2022 CITY OF BEAUMONT • Economic Development Si[ e is P!an
16 I. Scope of Services
TIP will provide the following tasks, sub -tasks, and deliverables to the City, as follows.
1. DISCOVERY
We begin by reviewing available materials, visiting with knowledgeable sources, and conducting a targeted analysis of relevant trends to create a common foundation for the planning process.
1.1 PROJECT LAUNCH. At the outset of the engagement, we focus on establishing clear and effective communication, which is the cornerstone of a successful project. This includes delivery of the Project Startup Guide and facilitation of a kickoff meeting. The kickoff meeting provides the opportunity to discuss objectives, define success factors, identify stakeholders and partners, formalize the outreach strategy, and review the team's expectations.
1.2 PLANNING ALIGNMENT. We will examine policies, relationships, and organizational priorities that influence the planning process. Work on this task will be expanded in later phases and help shape recommendations.
Policies. Reviewing background documents (e.g., documents listed on pages 3 and 4 of the RFP) allows us to build on existing knowledge and to better understand current initiatives and programs that may be relevant to this work.
► Relationships. A scan of the partner network will help define existing relationships (e.g., Beaumont Chamber of Commerce, Riverside County Office of Economic Development) within the Beaumont market and identify potential partnerships.
Prhhritler Discussions with the appropriate staff will ensure our team has a full picture of the organization's economic development initiatives and core functions. We will address the City's progress and priorities relating to the 13 Action Items connected to the Economic Development & Downtown Revitalization Goal 3.1 in the City's 2025-2027 Strategic Plan.
1.3 CITYWIDE BASELINE ANALYSIS. Our analysts will prepare a targeted assessment of factors that define the area's overall competitiveness and are of greatest concern to economic decision makers. Our analysis will be tailored to meet project objectives, including tax base enhancement, business climate improvements, and entrepreneurial aspirations. This task will take advantage of available data resources to consider Beaumont's current economic position within Riverside County and identify broader economic trends that may impact the City's future economic position (e.g., population growth, housing, and labor shortages).
1.4 STAKEHOLDER ENGAGEMENT. Engaging a diverse group of community members and stakeholders is integral to our planning model. Our team will design a custom engagement process that gathers meaningful information to the planning process, raises awareness of economic issues, and builds broad community support for the outcome. TIP encourages robust participation by holding a combination of in - person and virtual events; employing a mix of traditional and innovative user-friendly tools such as Zoom, Mentimeter (live polling), and Zoho (survey translation); and including staff that are either proficient or fluent in several languages (e.g., Spanish).
dounatauies & interviews. Roundtables are the linchpin of our stakeholder input process. These input sessions are designed to encourage productive discussions around a targeted set of topics. We will plan to CITY OF BEAUMONT • Economic Development : r>. -
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engage major employers, elected officials, human resources specialists, real estate professionals, mobile services providers, and other experts to gather information about trends, barriers, opportunities, and assets that will help shape our recommendations. Where appropriate, these sessions will be supplemented by one- on-one interviews to solicit feedback on issues that may not surface in a collective setting.
During our in -person visit, the TIP team will explore Beaumont through the perspectives of visitors and economic development partners. We will seek recommendations from City staff on sites that offer promising opportunities, learn what makes Beaumont and its communities unique, and explore any potential placemaking approaches to help spur business and talent growth. ► Community visioning workshops Our team will facilitate three workshops designed to engage the business community and its leaders and a larger, citywide group of stakeholders. These sessions will build energy around the planning process, provide additional insight into community issues, and obtain general direction regarding a guiding vision for Beaumont's future economic development activities. We will conduct two in - person workshops, one during the day and one during the evening, as well as a virtual workshop, to ensure the events are accessible to all community members.
► Interactive tool≤; To expand participation in the process and ensure diverse perspectives are considered, we can facilitate the use of social media, online surveys, and other interactive tools as agreed upon with the client. These tools are effective mechanisms for engaging stakeholders, gathering anecdotal information about assets and challenges, and increasing buy -in among the broader community. Use of these tools can also set the stage for the City to solicit ongoing input and share updates with the public.
TIP's role in community and stakeholder input sessions would be to prepare the materials and facilitate the discussion. Logistics for the meetings, including arranging the location(s), advertising the sessions, and the provision of any translation services, would be the responsibility of the client.
TARGETED
ENGAGEMENT
A successful planning
effort should engage a
broad constituency,
provide meaningful
information to the
planning process,
raise awareness of
economic issues, and
build support
for the outcome.
Raise awareness
of the project,
generate "buzz"
Social media,
press releases,
networking
Identify strengths,
weaknesses,
opportunities,
and threats
(SWOT)
Resident &
business surveys,
town hall style
meetings
Refine issues,
explore
opportunities,
increase
stakeholder buy -in
Roundtable
discussions,
personal
interviews
Dedicate
resources,
engage other
leaders
Steering
committee,
task forces,
MOUs
1.5 COMPETITIVE POSITION. Findings from the Discovery phase will be used to summarize Beaumont's competitive position. In addition to considering strengths, weaknesses, opportunities, and threats (SWOT) that emerge from this work, our analysis will highlight factors that differentiate the area from the competition. The results will suggest potential opportunities and strategic growth areas that will drive our work in subsequent phases.
CITY OF BEAUMONT • Economic Development : r>. -..
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18 2. OPPORTUNITY
Building on our Discovery phase findings and a review of best practices, we identify which opportunities are likely to have the greatest potential for success.
2.1 STRATEGIC DIRECTION. Working closely with the client, we will ensure the City's vision and mission statements align with the strategic direction that emerges from the Discovery phase. In addition, we will help craft a set of guiding principles that will embody the goals and objectives of the planning process. This step will provide a framework that both points to recommended actions and establishes priorities among available options.
2.2 INDUSTRY & WORKFORCE READINESS. TIP analysts will examine Beaumont's existing and emerging retail/commercial and industrial sectors and the extent to which the regional talent pipeline aligns with the needs of current and potential employers. This task will use a variety of public and proprietary data. Findings regarding opportunity sectors will support City marketing efforts.
Industry analysis. To better understand the needs of current regional employers, we analyze recent job postings in the region to identify in -demand positions by occupation, industry, and job title. We then review other details, such as the intensity of postings over time and skill gaps between postings and worker profiles, and compare the regional patterns to state and national trends. This helps inform strategies and pose questions about the alignment of the talent pipeline with the current needs of employers. ► Workforce alignment. To document existing postsecondary offerings in the region (e.g., University of California -Riverside, Mt. San Jacinto College, San Bernardino Valley College) and illustrate the potential supply of graduates, we will compile published data from the National Center for Education Statistics' Integrated Postsecondary Education Data System (IPEDS) on the number of awards conferred for credit in relevant fields of study.
2.3 LAND DEVELOPMENT OPPORTUNITIES. TIP will prepare a countywide analysis of real estate fundamentals for major commercial or "investible" property types, including multifamily, office, industrial, and retail. These tasks will rely on a combination of public and proprietary data. -iscal patterns. To better understand Beaumont's evolving tax base and fiscal position, we will analyze trends in the city's revenue and debt, with a focus on revenues generated by property and sales taxes. ► Commercial property trends.. The analysis will cover supply and demand trends to identify market opportunities for the City's real estate product. We will review key real estate market indicators, including rents, vacancies, and construction deliveries, as well as the underlying drivers of demand in the key property types. Our analysts will examine the extent to which available sites and redevelopment opportunities align with targeted sectors and workforce capacity.
► Site analysis Our analysts will examine the extent to which development and redevelopment opportunities align with industry investment trends and workforce capacity. Emphasis will be placed on strategic development sites in priority areas (e.g., the Downtown area). This analysis will inform recommendations regarding existing square footage and geographic locations to focus on for future development. ► Perception s. To understand how Beaumont is viewed as a place to develop property, and to further refine our understanding of potential opportunities, our consultants will interview approximately four to six local influencers. This task will involve engagement with developers, brokers, site selectors, and other key CITY OF BEAUMONT • Economic Development :31r> -_ : 1,: , . f 1893
1'9
players in the industry to ascertain their perception of Beaumont generally, as well as relative to other locations in Riverside County. Discussions with influencers in the regional site selection process will shed light on how Beaumont is viewed as a development opportunity in the region and any potential barriers created by current land use.
► Future patterns of growth. Building on this analysis of Beaumont's existing real property, we will identify opportunities for expanding the City's tax base. Among other things, we will consider business and resident needs as well as emerging demographic and business trends that may impact strategies pertaining to potential land use, infrastructure and transportation, building densities, and industry clusters.
2.4 OPPORTUNITY WORKSHOP. The culmination of this phase is a facilitated discussion of potential strategies and opportunities for consideration in the Implementation phase. The purpose of the workshop will be to build consensus on economic development priorities for Beaumont. The outcome of this task will be a set of prioritized strategies and focus areas, along with a collaborative framework for aligning available resources to accomplish them.
2.5 USE CASES. Throughout the strategic planning process, we will draw on our team's extensive network to identify and share with leadership national best practices that may be a fit for the City. Based on our work in prior tasks and the priorities that emerge from the Opportunity workshop, we will select the use cases most relevant to the City's economic development efforts moving forward. Research regarding mobile services and how other cities similar to Beaumont have successfully leveraged them to enhance business opportunities will be a focus. Insights into selected programs or initiatives will help shape recommendations and will be integrated into the final deliverable where appropriate.
3. IMPLEMENTATION
We provide a transparent, actionable plan for achieving the identified goals and objectives.
3.1 STRATEGIC PLAN. Using findings from prior phases, coupled with the experience of the consulting team, TIP will prepare a strategic plan. In addition to outlining specific goals and strategies, the plan will highlight key findings from our quantitative analyses and stakeholder input. Together with the implementation plan (see Task 3.2), the resulting document will provide specific recommendations and tools needed to implement a long-term economic strategy. We anticipate the plan would address a number of topics, including:
• Positioning Beaumont with prioritized industries and business types and identifying services for business recruitment.
• Aligning the talent pipeline with the needs of current and future employers. • Identifying opportunities for development in priority areas. • Recommending strategies regarding light industrial, distribution/fulfillment centers, office, and retail commercial centers square footage.
• Analyzing the City's mobile services sector and how to leverage them to enhance business opportunities. • Evaluating potential public -private partnerships.
• Suggesting organizational frameworks for accomplishing the identified objectives.
CITY OF BEAUMONT • Economic Development Sir-iie is 2!an l bpd to
20 3.2 IMPLEMENTATION PLAN. TIP will prepare an implementation plan in matrix format that accomplishes the following.
• Identifies responsible parties and potential partnership opportunities. • Establishes timelines and sets priorities.
• Includes budget estimates (where applicable) and identifies potential funding sources. • Defines meaningful and realistic performance metrics.
3.3 DIGITAL TOOLKIT. TIP will provide a toolkit that addresses messaging and key talking points to promote the adopted strategic plan and its implementation. The toolkit will be designed for use by the City Public Information Officer, and input from the Officer and City staff will inform its format and contents.
3.4 COUNCIL PRESENTATIONS. We will meet with the Beaumont City Council to discuss findings, present the draft of the strategic plan, and receive input. Once the strategy is finalized, we will present the recommendations to City Council.
3.5 IMPLEMENTATION WORKSHOP. To build momentum for implementation, we will also facilitate an Implementation workshop focused on near -term tasks (60 to 90 days) in conjunction with the final presentation. This step capitalizes on the energy that is present at the rollout and helps to jump start the process.
Deliverables
In the execution of this work, TIP will provide the following deliverables in the formats indicated in parentheses. • Project Startup Guide (PDF of Word document).
• Facilitation of project meetings, such as team meetings, steering committee meetings, and workshops, including electronic versions of any presentations (PowerPoint) or other materials. • Facilitation of stakeholder input sessions, such as roundtables, interviews, and community visioning workshops, including electronic versions of any presentations (PowerPoint) or other materials. • Interactive data visualizations (Tableau Public) of the analyses outlined in the scope of work. • Strategic plan (PDF of Word document) highlighting findings and recommendations, including selected graphics as applicable.
• Implementation matrix (Excel) with goals, strategies, and actions for use assigning roles and timeframes. • Digital toolkit (PDF of Word document or other format as agreed upon by TIP and client) to assist in communications related to the strategies and recommendations of the strategic plan.
CITY OF BEAUMONT • Economic Development Si[ he is 3!an l bpd to
J. Project Schedule
The TIP team is available to begin work immediately upon agreement of terms. The timeline assumes an August 2025 start date and estimates seven months for project completion. It is intended to provide an overview of the process and can be adjusted to meet project objectives.
DISCOVERY
1.1 Project launch
—
1.2 Planning alignment +
1.3 Citywide baseline analysis
1.4 Stakeholder engagement
1.5 Competitive position
OPPORTUNITY
2.1 Strategic direction
2.2 Industry & workforce readiness
2.3 Land development opportunities
2.4 Opportunity workshop
2.5 Use cases
IMPLEMENTATION
3.1 Strategic plan
3.2 Implementation plan
3.3 Digital toolkit
3.4 Council presentations
3.5 Implementation workshop
ONGOING MEETINGS
Steering committee meetings
Staff team meetings
SELECTED CRITICAL MILESTONES
Q Kickoff meeting
Q SWOT
Q Strategic direction
Q Opportunity workshop
Q Draft strategic plan
Q Final strategic plan
i
TIP has a production process that should be factored into timelines for the development of deliverables.
This process includes professional proofreading and design. The time required for production may vary based on the type of deliverable, planned uses and audiences, and amount of content