Agenda packet — Beaumont City Council, September 16, 2025 (part 3 of 5)

City of Beaumont
Request for Proposal

BEAUMONT
-C A L t F O R M A -
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The Contractor shall be responsible for completing the specified services in accordance with the CITY's Professional Services Agreement (PSA) by Independent Contractor, a sample of which is attached (Exhibit).

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The term of the agreement shall be determined upon the need for services and consistent with the City's policies. It is expected that the initial period of the contract will be three (3) years, as approved by the City Council, subject to agreement terms and the Beaumont Municipal Code.

Proposal Requirements
Proposals shall clearly address all the information requested and describe the methodology to be used to accomplish each of the project tasks. Please note: this RFP cannot identify each specific, individual task required to successfully and completely implement this project. The CITY relies on the professionalism and competence of the selected Contractor to be knowledgeable of the general areas identified in the scope of services. The CITY will not approve addenda to the selected Contractor's agreement which do not involve a substantial change from the general scope of work identified in this RFP.

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. Contractors wishing to have their bid proposals considered for this project must submit completed, required forms as listed below and attached hereto. All forms should be signed by an authorized representative of the company and should be legible. Any Proposal submitted that does not include the required forms will not be considered.

A. Cover Letter: 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 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. Any participating firms and proposed sub -consultants shall be identified and included in the proposal (all sub -consultants must be approved by the City prior to signing the agreement with City).

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City of Beaumont
Request for Proposal
C. Scope of Services: Provide a B! 1MONT 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 in Exhibit A- Scope of Services but required to obtain final approval, shall be included in the proposal as additional items for consideration. The fully recommended Scope of Services should be presented as an attachment to the proposal and shall be in a logical format that can be easily attached to the General Services Agreement (Exhibit A).

D. Approach: The proposal should set forth a detailed work plan, including an explanation of the methodology and process for providing the services required in this RFP. Detailed project schedule, identifying all tasks and deliverables to be performed, durations for each task, and overall time of completion.

E. Firm Profile: Provide a description of the firm based off of the information requested below.

The following information should also be included:
• Name
• Street Address
• City, State, Zip Code
• Corporate Structure
• State/Country of Incorporation
• Website
• Contact Information
In addition, any participating firms and proposed subcontractors shall be identified and included in the proposal (all subcontractors must be approved by the City prior to signing the agreement with the City).

F. Location: Location of the principal office that will be responsible for the implementation of this contract.

G. References: at least three (3) references from previous cities, counties or other agencies for similar work completed within the last five (5) years, which include: name, address, contact person and phone number for the agency, length of time services were provided, staff assigned to each project by your firm, and a description of the services provided. All submitted materials shall become the property of the City of Beaumont.

H. Any other information which should be considered, such as any special services or customer

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Request for Proposal

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service philosophy, which define your firm's practice.

I. Cost proposal: Submit the completed cost proposals attached with your proposal submission.

Please note the proposed costs shall include full compensation for furnishing all labor, materials, supplies, tools, equipment, and incidentals necessary to complete all work contemplated and listed in the scope of services. This should include any not to exceed fee amount, fee schedule and hourly billable costs for the options discussed in Exhibit A- Scope of Services.

J. . The firm will be required to maintain an active City of Beaumont Business License and professional liability insurance including general 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 license and insurance will be in force at time of contract execution.

K. Page Limit / Font and Page Layout
10 -page limit including the cover letter and exhibits. Per the fee proposal instructions above, the fee proposal is to be submitted separately and does not count against the page limit. No smaller than 11 -point font with margins no smaller than 0.75".

Response Submittal
All questions or requests for clarifications regarding this RFP shall be submitted on planetbids by 11:00 a.m. PST August 20, 2025.
*DUE DATE FOR QUESTIONS IS, AUGUST 20, 2025 BY 11:00 A.M. * Submit one (1) digital copy of proposal and one (1) digital copy of the cost proposal in PDF format on Planetbids in accordance with the proposal submission deadline, which is 11:00 am PST on SEPTEMBER 03, 2025. Proposal must be titled "Proposal for services" and the cost proposal must be titled "Cost proposal for services" All costs associated with preparation of any proposal shall be the sole responsibility of the proposer.
*DUE DATE FOR PROPOSALS IS SEPTEMBER 03, 2025 BY 11:00 A.M. * By proposing on this project, you indicate that you agree to all terms and conditions of the City's General Services Agreement, which is attached to this RFP as Exhibit F.

No RFC or questions will be accepted after 11:00 A.m. on May 20, 2025. All RFC responses will be posted on the CITY's Planet Bids Portal by end of day May 27, 2025.

No postmarked proposals will be accepted. Once submitted, proposals, including the composition of the consulting staff, cannot be altered without prior written consent of the CITY.

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T
If prior to the date fixed for BEAUF OR A submission of Proposals, a prospective Company discovers any ambiguity, conflict, discrepancy, omission or other errors in this RFP or any of its appendices, exhibits or attachments, the Company shall immediately notify the City of such error in writing and request modification or clarification of the document. Modifications shall be made by written Addenda to the RFP.

If a Company fails to notify the City, prior to the date fixed for submissions of Proposals, of an error in the RFP known to the Company, or an error that reasonably should have been known to
the Company, the Company shall submit its Proposal at its own risk, and if the Company is awarded a Contract, it shall not be entitled to additional compensation or time by reason of the error or its later correction.

All communications regarding technical, scope, and/or project related questions and requests for clarifications, changes, exceptions, and deviations to the terms and conditions set forth in this RFP shall be submitted via "Q&A" through the City's Electronic Bidding System, Planetbids, before the deadline and according to these specifications herein. Any and all other bidding communications shall only be with Brittany Navas, Grants Analyst, [email protected] The Final day for receipt of questions from the Proposer shall be on or before the due date indicated in the RFP event schedule section below. To ensure fairness and avoid misunderstandings, all communications must be in written format and submitted only in the format set forth above. Any verbal communications will not be considered or responded to. All questions received by the due date will be logged and reviewed
RFP Project Schedule
Item
Date
RFP Issued
08/13/25
Questions Due
08/20/25 at
11:00 am PST
Reslonses to cuestions provided by
08/27/25
Submittals Due
09/03/25 at
11:00 am PST
Proposal Evaluation/Selection
The City intends to evaluate the proposals based upon the scope of services presented in response to the RFP. The following general selection criteria will be used to evaluate each proposal:

The CITY intends to engage the most qualified Contractor available who demonstrates a thorough understanding of the CITY's needs. CITY staff will use the following criteria to evaluate the proposals:

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Request for Proposal

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Criteria
Points
Responsiveness to the RFP
20 Recent Experience in the Market Based on Completed
Transactions & Spreads to Municipal Market Data
(MMD)
20 Knowledge and Understanding of the City
20 Recommended Underwriting Team
15 Fee proposal/Pricing & marketing plan
25 Total
100
The CITY may request a qualification interview with the highest -ranked Contractor(s) prior to determining the final ranking. This selection will be conducted according to the CITY's adopted procedures. The CITY may select multiple Contractors and enter into negotiation. The CITY reserves the right to reject any and all proposals.

Disclaimers
This RFP does not commit to the City to award a contract, to pay any costs incurred in preparation of the proposal, or to procure or contract services and supplies. The City reserves the right to accept or reject any and all proposals received as a result of this RFP and/or to cancel in part or in its entirety this RFP if it is in the best interest of the City to do so. The award of a contract is dependent upon approval by the City. Questions regarding this request for proposal should be submitted on planetbids.

Confide ��a •
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 records 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.

Amendments to Request for Proposals
The CITY reserves the right to amend the RFP by addendum prior to the final proposal submittal date. The addenda will be posted on the CITY's Planet Bids Portal:
https://vendors.planetbids.com/porta1/66785/bo/bo-search

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Request for Proposal

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.�rr or 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 trustees 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.

The City of Beaumont reserves the right to reject any or all responses, to waive any informality in any responses, and to select the vendor that best meets the City's needs.

There is no expressed or implied obligation for the City to reimburse responding Contractor s for any expenses incurred in preparing proposals in response to this request. Materials submitted by respondents are subject to public inspection under the California Public Records Act (Government Code Sec. 6250 et seq.) unless exempt. Any language purporting to render the entire proposal confidential or proprietary will be ineffective and will be disregarded.

All property rights, including publication rights of all reports produced by respondents in connection with services performed under this agreement will be vested in the City. In addition, respondents will not publish or release any of the results of its examination without the express written permission of the City.

Responses must be submitted no later than the date and time stated on this RFP. Responses shall be reviewed and rated as set forth in the Selection Process section of this RFP. The City will then determine which Contractor best meets the City's requirements.

During the evaluation process, the City reserves the right (where it may serve the City's best interest) to request additional information or clarification from respondents. At the discretion of the City, Contractor s submitting proposals may be requested to make oral presentations as part of the evaluation process.

The City reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether the proposal was selected. Submission of a proposal indicates acceptance by the Contractor of the conditions contained in this Request for Proposals, unless clearly and

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City of Beaumont
Request for Proposal

BEAUMONT
specifically noted in the proposal as submitted and confirmed in the contract between the City and the Contractor selected.

The City reserves the right to negotiate final pricing with the most qualified Contractor. The City may invite selected Contractors to meet with the evaluation team at no additional cost to the City.

The City's standard Contract Services Agreement is included as a Exhibit . Upon award of the contract, it is expected that the successful proposer will accept the Agreement terms and conditions "as is" without modification. Any contract modifications are to be stated upfront, at the time of submittal.

Any costs incurred in the preparation of the response, presentation to the City, travel in conjunction with such presentations, or samples of items shall be the responsibility of the respondent. The City assumes no responsibility and no liability for costs incurred by respondents prior to issuance of a contract.

The proposer shall furnish the City with such additional information as the City may reasonably require.

General Terms and Conditions

FEDERAL, STATE, AND LOCAL LAWS
The Contractor and all Subcontractors shall comply with all applicable Federal, State, and local laws, rules, ordinances, and regulations.

DRUG -FREE WORKPLACE REQUIREMENTS
The Contractor shall comply with the requirements of the Drug -Free Workplace Act of 1990 (Government Code Sections 8350 et seq.).

AMERICANS WITH DISABILITIES
The Contractor shall comply with the Americans with Disabilities Act (ADA) of 1990, which prohibits discrimination, as well as all applicable regulations and guidelines issued pursuant to the ADA.

NON -COLLUSION AFFIDAVIT
All bids must be accompanied by a signed and notarized Non -Collusion Affidavit per the Public Contract Code Section 7106.

CITY OF BEAUMONT BUSINESS LICENSE
The awarded Contractor and subcontractors shall be required to be licensed in accordance with Title 5 of the City of Beaumont Municipal Code, entitled "Business Taxes, Licenses and Regulations".

TERMINATION FOR CONVENIENCE
City may terminate this Agreement upon written notice to contractor. Contractor shall be paid for all services provided through termination date.

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Request for Proposal

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INDEMNIFICATION
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.

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, 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.

PREVAILING WAGES
Contractor shall comply with all applicable laws and regulations relating to prevailing wages. Wage rates for this Project shall be 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.

FAILURE TO COMPLETE PROJECT
Should Contractor fail to complete project in the manner provided in the Scope of Services, City may elect to terminate the Agreement and proceed with the work in any manner deemed proper by City. The cost to the City to complete the work shall be deducted from any sum due to Contractor under the Agreement and balance, if any, shall be paid to Contractor.

CONFIDENTIALTY
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.

NON -COMMITMENT TO CITY
The City reserves the right to reject any and all proposals and to waive informalities and minor

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irregularities in any proposal reviewed. 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.

WITBDRAWL OF RESPONSE
Respondents may withdraw their submitted Proposal by notifying the City either in writing or in person through an authorized representative at any time prior to the submittal deadline. Individuals making the withdrawal shall provide evidence of serving as an authorized representative of the Respondent. Once Proposals are submitted, they become the property of the City and will not be returned to Respondents even when they are withdrawn from consideration.

Proposals may not be withdrawn or modified once the City has opened them after the submittal deadline indicated on the cover page of this Solicitation has passed, except for any request from the City for clarifying information nor request for documents during Contract negotiations.

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.

PROPOSAL INFORMALITIES OR DEFECTS
The City of Beaumont reserves the right to waive any informality or technical defect in a proposal and to accept or reject, in whole or in part, any or all proposals and to seek new RFP's, as best serves the interests of the City.

PROPOSALS TO REMAIN OPEN
Firms responding to this RFP shall guarantee that all contents of their proposal shall be valid for a period of 120 calendar days from the due date of proposals.

SIGNED PROPOSAL AND EXEMPTIONS
Submission of a signed proposal will be interpreted to mean that the firm responding to this RFP has hereby agreed to all the terms and conditions set forth in all the sheets which make up this Request for Proposals. Exceptions to any of the requirements contained in the RFP documents will not be accepted.

Conflict of Interest
The Contractor 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 Contractor shall also list current clients who may have a financial interest in the outcome of this contract.

Exhibits
A. Exhibit A- Scope of Services
B. Exhibit B -Sample Professional Services Agreement (PSA)

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Request for Proposal

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END OF REQUEST FOR PROPOSAL

EXHIBITS TO FOLLOW

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City of Beaumont Agreement #
C25-125

AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR

THIS AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR is made and effective as of the 16th day of September 2025, by and between the CITY OF BEAUMONT ("CITY") whose address is 550 E 6th St., Beaumont, California 92223 and, a Stifel, Nicolaus & Company, Incorporated, whose address is 501 North Broadway, St.

Louis, Missouri 63102 ("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 Underwriter Services; 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 three (3) 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 Thomas Jacob 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.

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4. Compensation.

4.01 CONTRACTOR, with respect to the CITY's upcoming CFD No. 2023-1 2025 Special Tax Bonds, 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 related to the CITY's upcoming CFD No. 2023-1 2025 Special Tax Bonds shall not exceed Eleven Dollars and Fourteen Cents Per Bond ($11.14 per bond).

4.02 CONTRACTOR, with respect to other bond issues, will be compensated by a fee and/or underwriting discount that will be set forth in the bond purchase agreement to be negotiated with the CITY. Payment or receipt of the underwriting fee or discount will be contingent on the closing of the transaction and the amount of the discount or fee may be based, in whole or in part, on a percentage of the principal amount of the bonds that are issued.

4.03 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.

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

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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.

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:

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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 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 [ ] (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.

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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.

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 and in any way caused by the performance of this

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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, 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 actions of CONTRACTOR (and/or its agents and/or employees) pursuant 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.

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.

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.

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City of Beaumont Agreement #
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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 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.

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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 subcontractor.

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City of Beaumont Agreement #
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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 harmless 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.

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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City of Beaumont Agreement #
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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
By: By:

Print Name:

Title:

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City of Beaumont Agreement #
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EXHIBIT "A"

PROPOSAL
(insert behind this page)

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City of Beaumont Agreement #
C25-125
EXHIBIT "B"

CERTIFICATES OF INSURANCE AND ENDORSEMENTS
(insert behind this page)

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STIFEL
Public Finance
September 3, 2025
To whom it may concern,
Thank you for the opportunity to submit our proposal to serve as underwriter to the City of Beaumont (the "City"). Our experience with the City began in 2019, when we were selected over two competitors (Piper and Raymond James) for our strong banking coverage and superior pricing execution. We are proud ofourcontributionstothe City's debt program over the past 6 years and are excited at the prospect of serving the City for another three years.

When it comes to underwriting land -secured bonds, more issuers choose Stifel than any other firm. In fact, we underwrite nearly 50% of land -secured financings in the state and over 60% of land -secured financings in the county.

Why do so many issuers trust Stifel over any other firm? Succinctly speaking, it's a combination of our experience, resources, customer approach, and financing execution. We expand on these qualities, along with others, below.

The #1 underwriter of land -secured bonds. No matter how you look at the data, Stifel is the number one underwriter of California land -secured financings. Since 2020, we have underwritten 270 issues totaling $4.9 billion in par value, a 48% market share (by number of issues), or more than 2x the amount of par and nearly 2x the number of deals as our closest competitor. This experience gap widens if we focus solely on Riverside County: 63% market share, nearly 4x the par and 3x the number of deals as the next firm.
2020-25 YTD: California Land -Secured
2020-25 YTD: Riverside County Land -Secured
Firm
Issues Share Par Smm Firm
Issues Share Par Smm
STIFEL
270 48% $4,860
STIFEL
114 63%
$1,248
Piper
Hilltop
RBC
Raymond James
162 29% 2,231 Piper
41 930 Raymond James
34 6% 404 DA Davidson
25 253 Hilltop
70/0
50/0
42 23%
14 8%
4 2%
4 2%
314
85 36
33 SDC, full to book -runner, equal if joint. Sorted by # issues.

Unparalled lead banking experience and underwriting resources. While overall firm experience is important, having experienced bankers and underwriters to compliment the financing team will be critical to the success of the City's land - secured financing program. Tom Jacob, who will continue to serve as lead banker to the City, serves as lead banker on some of the largest land -secured programs in the state, including for nearby Eastern Municipal Water District, Jurupa Community Services District and the City of Lake Elsinore. The Riverside County CFD experience of Tom since 2020 (64 CFD financings totaling $772.1 million in par value) is more than double the total Riverside County experience of our closest competitor, as illustrated in the ran king tables above. Rounding out our core team will be a trio of local California underwriters leading Stifel's marketing and pricing efforts. Suffice to say, there is no other underwriting firm with comparable banking experience and underwriting resources.

We bring more investors to the table. Simply put, more investor demand for the City's CFD bonds will drive down yields, leading to a lower borrowing cost. Stifel's California retail investor distribution network, which complements our institutional investor network, includes more 300°r° than 250 sales executives in 38 offices. While we leverage our retail 250% network for every financing that we bring to market, retail participation o 200% is most notable and impactful on non -rated CFD financings. As shown to , 150°r° the right, for the City's non -rated CFD bonds less than $10 million, Stifel has nearly 100 individual retail investor orders, representing an average of 123% of total par offered. Other firms without retail capabilities rely 5o% entirely on institutional investors, who then dictate structure or pricing o% levels (to the detriment of the economics of the financing). Below we provide a recent example of where our competitor had to 'term up' maturities to appeal to institutional investors, resulting in a more expensive structure (i.e. higher yields). tail Orders as
Stifel's Individual Retail Performance on
Beaumont CFDs <$10 million Since 2019
170%
71%
109%
233%
285%
2016-3 93-1 (17D) 2016-3 2019-1 2016-4
City of Beaumont I Proposal to Provide Underwriting sEra 270 of 519 Page I 1

STIFEL
Public Finance
Issuer
(Issue)
Par Amt
VTL Ratio
UW
Sale Date
Year
2027
2028
2029
2030
2031
2032
2033
2034
2035
2040 (i)
2045 (T)
2046 (T)
2050 (T)
2055 (T)
Example of the Stifel Pricing Advantage: Access to Individual Retail Investors Menifee CFD 2022-2
Special Tax Bonds, Series 2025
$5,165,000

11.2:1
STIFEL
Palm Springs USD, CFD 1
2025 Special Tax Bonds
$2,505,000

11.8:1
Val Verde USD CFD 2021-1
2025 Special Tax Bonds
$2,770,000

12.3:1
PIPER
PIPER
July 17, 2025
July 17, 2025
June 26, 2025
$15,000 5.00% 3.06% +60
20,000 5.00% 3.22% +75
25,000 5.00% 338% +90
35,000 5.00% 3.55% +97
40,000 5.00% 3.80% +107
50,000 5.00% 4.01% +112
55,000 5.00% 4.13% +112
65,000 5.00% 4.32% +115
75,000 5.00% 4.45% +112
545,000 5.00% 4.89% +90 295,000 5.00°/0 5.07%
475,000 5.00°/0 5.15%
Par Cou''n Yield Spread
$70,000 4.00% 4.00% +142 $60,000 4.00% 4.00% +129
160,000 5.00% 4.63% +130
150,000 5.00% 4.55% +125
+108 290,000 5.00% 5.00%
+67 480,000 5.00% 5.05%
1,130,000 5.00% 5.10% +56
1,130,000 5.00% 5.23% +55 710,000 5.00% 5.20%
1,980,000 5.125% 5.27% +52 795,000 5.125% 5.27%
+115
+75
+52 730,000 5.00% 5.12%
+52 1,060,000 5.00% 5.19%
+65
+65
Our competition
`termed up' certain
maturities to appeal
to institutional
investors, resulting
in a more expensive
structure (i.e. higher
yields)
T Term Bonds
Our customer -centric approach. For each engagement, we strive to provide our clients with unparalled customer service and superior pricing execution. The City recently witnessed our customer -centric approach with the pricing of the Wastewater Revenue Refunding Bonds. While the City initially targeted a pricing date in early July, volatile market conditions during July and much of August prevented the City from achieving its net present value savings goal of 3%.

During this time, Stifel provided the City with weekly updates to keep staff informed of market conditions and estimated savings levels. In late August, Stifel identified an opportune time (on a Monday morning!) to quickly jump into the market and achieve the City's savings goal. Since then, long-term tax-exempt interest rates have increased and we do not believe the City would have been able to achieve its savings goal if not for pricing the bonds that day. If selected as underwriter, we endeavor to maintain our customer -centric approach throughout our three-year engagement.

Fair and market driven fees fora proven superior product. Our successful land -secured business practice has always been predicated on requesting fair and market driven fees in return for unparalleled customer service and pricing execution. Many of our competitors will submit a low bid when competing for the City's business and we understand that may be enticing; however, we encourage the City and its municipal advisor to consider the complete package of services when evaluating proposals. The advantages we provide will outweigh any nominal difference in fees.

It has been a pleasure working with the City over the past six years and we look forward to continuing our successful relationship. Should you have any questions, feel free to contact me at any time.

Sincerely,
Thomas Jacob, Managing Director
[email protected] I Direct: (213) 443-5010 I Cell: (213) 434-3067 2121 Avenue ofthe Stars, Suite 2150
Los Angeles, CA 90067
City of Beaumont I Proposal to Provide Underwriting sPratle 271 of 519

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STIFEL
Public Finance

BEAUMRONT

C A L I F O N I A
Table of Contents
Cover Letter
I. Firm and Team Information
a) Firm and Experience 3
b) Proposed Financing Team 3
c) Special Tax Bond Performance 4
d) Marketing and Distribution Capabilities 5
e) References 6
II. Financing, Credit, and Marketing Approach
a) Financing Approach 6
b) Market and Marketing Strategy 7
III. Regulatory & Compliance
a) Potential Conflicts of Interest 9
b) Legal Disclosure - Investigations 9
c) Legal Disclosure - Litigation 9
APPENDIX A — ABBREVIATED SPECIAL TAX BONDS DEAL LIST
DISCLOSURE: As outlined in the SEC's Municipal Advisor Rule, Stifel is providing the attached material and all information and advice contained therein in response to a request for proposals or request for qualifications (the "RFP") by a municipal issuer or obligated person with respect to a specific issue of municipal securities. Stifel has not acted, and will not act, as your municipal advisor with respect to the issuance of the municipal securities that is the subject to the RFP.

Stifel is providing information and is declaring to the proposed municipal issuer and any obligated person that it has done so within the regulatory framework of MSRB Rule G-23 as an underwriter (by definition also including the role of placement agent) and not as a financial advisor, as defined therein, with respect to the referenced proposed issuance of municipal securities. The primary role of Stifel, as an underwriter, is to purchase securities for resale to investors in an arm's- length commercial transaction. Serving in the role of underwriter, Stifel has financial and other interests that differ from those of the issuer. The issuer should consult with its' own financial and/or municipal, legal, accounting, tax and other advisors, as applicable, to the extent it deems appropriate.

These materials have been prepared by Stifel for the client or potential client to whom such materials are directly addressed and delivered for discussion purposes only. All terms and conditions are subject to further discussion and negotiation. Stifel does not express any view as to whether financing options presented in these materials are achievable or will be available at the time of any contemplated transaction. These materials do not constitute an offer or solicitation to sell or purchase any securities and are not a commitment by Stifel to provide or arrange any financing for any transaction or to purchase any security in connection therewith and may not relied upon as an indication that such an offer will be provided in the future. Where indicated, this presentation may contain information derived from sources other than Stifel. While we believe such information to be accurate and complete, Stifel does not guarantee the accuracy of this information. This material is based on information currently available to Stifel or its sources and is subject to change without notice. Stifel does not provide accounting, tax or legal advice; however, you should be aware that any proposed indicative transaction could have accounting, tax, legal or other implications that should be discussed with your advisors and /or counsel as you deem appropriate.

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STIFEL
Public Finance
I. Firm and Team Information

A) FIRM AND FIRM EXPERIENCE
Provide a brief description of your firm. Describe your firm's relevant experience as senior managing underwriter of California land secured bonds since January 1, 2020.

Stifel overview and firm profile. Founded in 1890, Stifel has over 8,600 global employees located in roughly 400
offices. The firm is publicly traded (NYSE: SF) and is
headquartered in St. Louis, Missouri. Stifel provides
investment advice, securities brokerage, lending and trust services, debt and equity capital raising, sector research, and strategic advice to individuals, municipalities and corporations. Stifel is organized into two business groups:

Institutional Capital Markets, providing investment
banking and brokerage services to institutions, and Global Wealth Management, which serves the needs of individual `retail' clients. Our California public finance group is the backbone of our national practice and our commitment to California is evident by our continued leadership as the #1 underwriter of California municipal bonds.

Firm Profile
• Stifel Financial Corporation
• Established in 1890
• HQ: St Louis, Missouri
• Address: 501 North Broadway
St. Louis, Missouri 63102
• State of Incorporation: Delaware
• Publicly traded under "SF"
• —8,600 global employees, -400 offices
Principal Office and Contact Info
• 2121 Avenue of the Stars, Suite 2150
• Los Angeles, CA 90067
• Thomas Jacob, Managing Director
• Direct: (213) 443-5010
• https://www.stifel.com/
#1 underwriter of land -secured bonds. There is no banking firm that has more experience with land -secured financings than Stifel. Since 2020, we have underwritten 270 issues totaling $4.9 billion in par value, a 48% market share (by number of issues), or more than 2x the amount of par and nearly 2x the number of deals as our closest competitor. This experience gap widens if we focus solely on Riverside County: 63% market share, nearly 4x the par and 3x the number of deals as the next firm. 2020-25 YTD: California Land -Secured
Firm
2020-25 YTD: Riverside Count Land -Secured
Issues Share Par Smm Firm
STIFEL
270 48% $4,860
Issues Share Par Smm
STIFEL
114 63% $1,248
Piper
Hilltop
RBC
Raymond James
162 29% 2,231 Piper
41 7% 930 Raymond James
34 6% 404 DA Davidson
25 5% 253 Hilltop
42 23%
14 8%
4 2%
4 2%
314
85 36
33 SDC, full to book -runner, equal if joint. Sorted by # issues.

B) PROPOSED FINANCING TEAM
List the individuals who would work on the proposed financing. Include the role, responsibilities, relevant experience, and contact information for each individual. It is strongly preferred that the assigned staff remains constant during the term of the engagement.

If staff changes are necessary due to unforeseen circumstances, the City reserves the right to review the qualifications of and to approve substituted staff.

Banking team. Stifel's banking team efforts will continue to be led by Tom Jacob, a Managing Director based in the Los Angeles office. Tom will be the City's day-to-day contact, providing document review and implementation of the structuring and marketing plans. During his more than 18 years of experience, Tom has structured nearly 200 land -secured financings totaling around $2.6 billion in par value. Serving as senior support banker is Kavin Chang, an Associate in the Los Angeles office. In Kavin's 3 years at Stifel, he City of Beaumont I Proposal to Provide Underwriting sEra 273 of 519 Page 13

STIFEL
Public Finance
has worked on structuring and executing 50 land -
secured issues. Rachel Fox, an analyst based in
Los Angeles, will be responsible for financing
execution support, and day-to-day tasks.

Underwriting team. Stifel's marketing and
distribution efforts will be coordinated by Betsy
Kiehn, Ben Stern, and Marcus Peters. These three
underwriters, collectively, have underwritten all
of the firm's California municipal financings since
2020, representing roughly 25% of all California
municipal financings brought to market in that
time period. In the specialized land -secured
sector, their experience includes 60% of all
California land secured financings brought to
market during that time. All three will be
available, as needed, to provide ongoing
perspective on market conditions and will lead
our marketing and pricing process.

C) SPECIAL TAX BOND PERFORMANCE
Discuss your firm's pricing performance on California land secured bonds over the past year. Provide a listing of California land secured bonds for which your firm has served as senior managing underwriter and the spreads to MMD since January 1, 2023.

An abbreviated list of our pricing performance is provided in Appendix A. Please note that due to the large number of transactions, we could only include transactions since January 2024. We would be more than happy to provide the balance upon request. While informative to view spreads to MMD from each underwriter, we feel that it is also important to compare the spread performance on comparable transactions between underwriters. Stifel has a proven track record of setting the lowest interest rates for land -secured financings which is due, in large part, to the strength of our individual retail network. Please consider the following examples from this year:

Stifel pricing advantage example #1.

For our first example, we compare
the City's own CFD 2016-3 that Stifel
underwrote on March 26 and the
Eastern Municipal Water District
(EMWD) CFD 2018-80, underwritten
by Piper on April 1. Both CFD bonds
priced within a week of each other.

As shown to the right, both CFDs had
similar VTL ratios and levels of
conveyance. However, the EMWD
CFD bonds were nearly twice the size
of the Beaumont CFD bonds ($6.6
million compared to $13.9 million).

Despite the smaller size of the issue
(larger transactions are viewed as
more liquid and generally attract
more investor interest), Beaumont
achieved spreads anywhere from 0.12% to 0.30% lower than the EMWD financing.

Experienced Team Ready to Serve the City
Banking
Tom Jacob
Managing Director
• 18+ Years Experience
• Lead Banker
• Day-to-day contact
• Significant CA CFD
Experience in
Riverside County
Kavin Chang
Associate
• 3+ Years Experience
• Provided Analytical
and Transaction
Support for 50 CFDs
Rachel Fox
Analyst
• 1+Years Experience
• Provided Analytical
and Transaction
Support on numerous
CFDs
Underwriting
Betsy Kiehn
Head of Municipal
Capital Markets
• 20+ Years Experience
• Manages StilePs
national municipal
underwriting and
sales force
Ben Stern
Managing Director
• 25+ Years Experience
• Los Angeles Based
Senior Underwriter
111
Marcus Peters
Managing Director
• 10+ Years Experience
• San Francisco Based
Senior Underwriter
STIFEL PRICING ADVANTAGE EXAMPLE #2
Issuer
(Issue)
Par Amount
VTL Conve .

UW
Sale Date
Year
2025
2026
Beaumont CFD 2016-3
Special Tax Bonds, Series 2025
$6,580,000
VTL ratio: 14.5:1 I Conveyance: 79%
STIFEL
March 26, 2025
EMWD CFD 2018-80
Special Tax Bonds, Series 2025
$13,920,000
VTL ratio: 11.2:1 I Conveyance: 88%
PIPER
April 1, 2025
Yield
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2040
2045
2050
2055
Cou•on
Yield
MMD
S.read Cou.on

5.00%

2.82%

2.99% 2.66% +33

3.11% 2.75% +36

3.41% 2.79% +62

3.56% 2.85% +71

3.82% 2.93% +89

3.95% 2.98% +97

4.08% 3.05% +103

4.14% 3.12% +102

4.26% 3.23% +103

4.32% 3.30% +102

4.36% 3.35% +101

4.44% 3.64% +80

4.68% 4.10% +58

4.80% 4.22% +58

4.87% 4.29% +58
MMD
S • read
Stifel
Pricing
Benefit

5.00% 3.07% 2.61% +46 -13 bps

5.00% 3.28% 2.63% +65 -29 bps

5.00% 3.53% 2.67% +86 -24 bps

5.00% 3.74% 2.73% +101 -30 bps

5.00% 3.87% 2.81% +106 -17 bps

5.00% 4.04% 2.89% +115 -18 bps

5.00% 4.19% 2.96% +123 -20 bps

5.00% 4.26% 3.04% +122 -20 bps

5.00% 4.35% 3.12% +123 -20 bps

5.00% 4.43% 3.21% +122 -20 bps

5.00% 4.56% 3.56% +100 -20 bps

5.00% 4.76% 4.01% +75 -17 bps

5.00% 4.83% 4.12% +71 -13 bps

5.00% 4.89% 4.19% +70 -12 bps
City of Beaumont I Proposal to Provide Underwriting sPratle 274 of 519 Page I4

STIFEL
Public Finance
Stifel pricing advantage example #2.

For our second example, we compare
the Romoland School District CFD
2020-2 that Stifel underwrote and the
City of Wildomar CFD 2022-2,
underwritten by Raymond James. Both
CFD bonds priced on the same day:

March 20. As shown to the right, both
CFDs had similar levels of conveyance
and roughly had the same par
amount. Despite the similar credit
characteristics and transaction size,
Romoland achieved much lower
spreads (as many as 0.15% lower)
than Wildomar. Additionally, Stifel
was able to serialize maturities
through 2036, or one more year than
the Wildomar transaction.

STIFEL PRICING ADVANTAGE EXAMPLE #3
Issuer
tGSMEll
Par Amount
VTL Conve .

UW
Sale Date
Year
2025
2026
2027
Romoland SD CFD 2020-2
Special Tax Bonds, Series 2025
$8,300,000
VTL ratio: 11.4:1 I Conveyance: 85%
STIFEL
March 20, 2025
Wildomar CFD 2022-2
Special Tax Bonds, Series 2025
$7,490,000
VTL ratio: 7.2:1 I Conveyance: 81%

RAYMOND JAMES
March 20, 2025
Cou'on
2028
2029
2030
2031
2032
2033
2034
2035
2036
2040
2045
2050
2055
Yield

2.90%

3.04%

3.15%

3.45%

3.60%

3.79%

3.87%

4.02%

4.10%

4.21%

4.27%

4.36%

4.43%

4.66%

4.78%

4.85%
MMD
Slread
Yield

3.00%

3.14%

3.30%

3.55%

3.70%

3.89%

4.00%

4.08%

4.14%

4.25%

4.30%
MMD
S I read

5.00%

2.62%

2.63%

2.67%

2.72%

2.80%

2.84%

2.89%

2.96%

3.06%

3.13%

3.18%

3.47%

3.95%

4.09%

4.16%
+42
+52
+78
+88
+99
+103
+113
+114
+115
+114
+118
+96
+71
+69
+69

5.00%

4.45%

4.70%

4.80%

4.85%

2.62%

2.63%

2.67%

2.72%

2.80%

2.84%

2.89%

2.96%

3.06%

3.13%

3.47%

3.95%

4.09%

4.16%
+52
+67
+88
+98
+109
+116
+119
+118
+119
+117
+98
+75
+71
+69

D) MARKETING AND DISTRIBUTION CAPABILITIES
Include a description of your firm's marketing and distribution capabilities as it relates to CFD Bonds.

Stifel
Pricing
Benefit
-10 bps
-15 bps
-10 bps
-10 bps
-10 bps
-13 bps
-6 bps
-4 bps
-4 bps
-3 bps
-2 bps
-4 bps
-4 bps
Stifel is the only firm with direct access to all investors.

Stifel provides the City with the only distribution network that sells bonds directly to the entire audience of
investors for CFD bonds —both institutional and retail
investors. Our distribution network includes one of the largest and most comprehensive fixed income sales
platforms in the industry, including 14 municipal
underwriters, 21 municipal sales specialists, 29
municipal traders, and approximately 250 corporate
fixed -income sales professionals. Finally, unlike any of our competitors, Stifel has an active network of
individual retail investors that buy land -secured bonds.

Notably, as illustrated to the right, Stifel's Private Client Group (PCG) currently holds over $2.3 billion of California land -secured bonds, more than any single institutional investor. Additionally, Stifel's PCG retail holdings
include 781 accounts holding over $34 million of the
City's CFD Bonds!
Retail investor marketing capabilities. Stifel's retail system includes well over 2,000 sales executives who
manage nearly $340 billion of client assets. Our sales
professionals are located in 38 offices throughout
California, including offices in the Inland Empire in the cities of Murrieta, Palm Desert, and Redlands. As
illustrated to the right, combined, these offices include 17 sales executives, over 13,500 retail accounts, and
over $2.6 billion of assets.

Top Holders of California CFD Bonds
STIFEL
$2,351,122
F, s IV.IN.TCa,PIE

INVESTMENTS
$1,201,302
�" Aiiw€'a,rl rerHLln'
Ilr"tntrrkluLS'
EtY

N CAPITAL
GROUP
$1,075,645
0 TIAA
Vanguard
$577,945 $540,364 $474,305
Source: Bloomberg; All CA . Da0 as ofAugust 18, 2025.
411$Amounts in Thousands.

Local Area Retail Office Locations
Murrieta
Redlands
Local Retail Network
Retail Accounts:

Assets Held in
Retail:

Number of
Brokers:
13, 500+
$2.6B
17 Palm Desert

Page 15 ends

City of Beaumont I Proposal to Provide Underwriting sErag 275 of 519

STIFEL
Public Finance
Track record of individual retail performance for Beaumont non -rated CFD bonds. We have generated an average of 100 individual retail orders totaling approximately 141% of total par offered.

Beaumont Non -Rated CFDs: Individual Retail Performance Sale Date CFD
Par Amount Total Retail ($) Orders to Parl # Orders
$6,580,000
9,400,000
14,550,000
8,800,000
2,355,000
12,780,000
4,185,000
Avg Order
03/26/25
10/02/24
01/09/24
05/09/23
09/09/20
06/03/20
10/23/19
CFD 2016-3 (Sundance)
CFD 93-1 (Improvement Area 17D)
CFD 2021-1 (Fairway Canyon)
CFD 2016-3 (Sundance)
CFD 2019-1
CFD 93-1 (Improvement Area 8F)
CFD 2016-4
$11,210,000
6,670,000
12,585,000
9,625,000
5,490,000
3,685,000
11,940,000
Averages

1. Amount of individual retail investor orders divided by the par amount 170%
71%
86%
109%
233%
29%
285%
141%
106
70 89
119
107
39 169
100
$105,755
95,286
141,404
80,882
51,308
94,487

70.651
$91,396

E) REFERENCES
Provide the name, address and telephone number of three bond issuer references for whom the firm and assigned staff have carried out similar responsibilities to those contemplated under this RFP.

Jurupa Community Services District
City of Lake Elsinore
Hemet Unified School District
Steven Popelar
Director of Finance
(951) 685-7434
[email protected]
11201 Harrel Street,
Jurupa Valley, CA 91752
Stifel client for more than 20 years
Staff assigned: Tom and Kavin
CFD experience since 2020: 13 bond
issues totaling $235 million
P'mY a
immunity tienices Uiurict
Jason Simpson
City Manager
(951) 674-3124
[email protected]
130 S. Main Street
Lake Elsinore, CA 92530
Stifel client for more than 10 years
Staff assigned: Tom and Kavin
CFD experience since 2020: 13 bond
issues totaling $184 million
Darrin Watters
Deputy Superintendent
(951) 765-5100
[email protected]
1791 W. Acacia Avenue
Hemet, CA 92545
Stifel client for more than 10 years
Staff assigned: Tom and Kavin
CFD experience since 2020: 16 bond
issues totaling $185 million
II. Financing, Credit and Marketing Approach

A) FINANCING APPROACH
Please describe your approach to CFD financing engagements. Describe your firm's approach to ensuring a high level of service delivery throughout the transaction process.

Our customer -centric approach. For each engagement, we strive to provide our issuer clients with unparalleled customer service and superior pricing execution, all the while easing administrative burden on staff. We provided a recent example with the Wastewater Refunding Bonds in our cover letter. As another example, on every one of the financing team calls, Stifel provided detailed market updates, to keep the team informed of current market trends and comparable bond financings.

Additionally, prior to every bond sale, Stifel presented the municipal advisor with an analysis quantifying the impact of shortening the optional call provision by one year. While impossible to know where interest rates will be in the future, to the extent refundings are economic, aligning the call dates with other recently issued CFDs will give the City the opportunity to capture economies of scale. See the chart to the right for our general approach to CFD engagements.

Our General Approach to Engagements:
• Providing general market and CFD
landscape updates on every call
• Review and provide comments on
legal documents, preliminary official
statement and other documents
• Staff report assistance
• Participation with City Council
presentations
• Retail marketing campaigns
- Regularly create ads to publicize
upcoming bond sales
• Call feature analysis to maximize
future flexibility with minimal penalty
City of Beaumont I Proposal to Provide Underwriting sEra)le 276 of 519 Page6

STIFEL
Public Finance

B) MARKET STRATEGY
The City requires a minimum value -to -lien of 4:1 for CFD financings and has typically executed financings at fairly high levels of conveyance and value -to -lien ratios above 7:1. Briefly describe your marketing strategy and any marketing challenges in light of current market conditions and the typical characteristics of the City's CFD Bonds. What investors would you target for the City's CFD Bonds and why?
Using the proposed CFD 2023-1 bonds as an example, we provide our thoughts on credit, marketing, and structure below in light of current market conditions.

Our understanding of CFD 2023-1 (various credit observations) Development transformation of Fairway Canyon. CFD 2023-1 covers a portion of the community known as Fairway Canyon, which is a 985 -acre master -planned community planned for up to 3,300 dwelling units. In 2019, an estimated 1,600 homes had been constructed (48%) and by 2024, that number had shot up to an estimated 2,350 (71%). As CFD 2023-1 nears completion (see below), Fairway Canyon does not appear to be far off from full build -out.

Likely at full build -out of CFD 2023-1 by the time of this proposal. CFD 2023-1 is comprised of two improvement areas: 1, which consists of 132 homes developed by DR Horton, and 2, which consists of 287 homes developed by Meritage Homes (master developer). As of the date of this proposal, both improvement areas are likely at build -out and fully conveyed to individual homeowners. By the looks of the aerial below, there does not appear to be any remaining development in the CFD. The high level of development and conveyance has translated to strong value to lien ratios of roughly 15:1 for each improvement area.

Proximity to transportation and schools. CFD 2023-1 is close in proximity to two major freeways: Interstate 10 (to the north of the CFD) and State Route 60 (just south of the CFD). The nearest schools are Tournament Hills Elementary and Summerwind Trails, both of which are a short drive from the CFD. We note the future development site of planning areas 20A, B, C, and D, which will comprise 429 homes and a school.

Stifel Commissioned Aerial with Credit Insights:

Comlmunity Facil*tkes District No. 2023-1 (Fairway Canyon) Improvement Area No. 1 and Improvement Area No. 2
100% sold and closed by bonds.
pricing date
• Major developers with strong track
record (DR Horto
• Est combined
• Proximity to maj
(SR -60 and I-10)
=
• Su
<1 Mile)
Imp Area No. 1
- • 132 total homes
• 130 closed (98%)
Developer: DR
Horton
VTL ratio: 15:1
Imp Area No. 2
287 total homes
Build -out by
September
Developer:

Meritage
VTL ratio: 15:1
City of Beaumont I Proposal to Provide Underwriting sEri g 277 of 519

Page 17 ends

STIFEL
Public Finance
Our marketing strategy: prioritize retail, leverage institutional interest to increase competition to generate the lowest borrowing cost
Given the estimated size of the bonds (-$9 million), our marketing strategy will be to prioritize `mom and pop' (orders up to $250,000) and high net worth retail investors (orders greater than $250,000). We will also look to target institutions that have been active for the larger term bonds to maximize investor demand.

Individual retail marketing
Update MuniBond, our proprietary credit database: Our research/credit department will input credit details on our proprietary credit database MuniBond, to provide our sales team with ample time for credit review, ask the banking team questions, and determine which accounts would likely participate.

Early discussions with Stifel retail sales professionals: Our bankers will help educate retail sales professionals in our nearby Inland Empire offices; expanding those discussions to professionals statewide that regularly put in client orders for non -rated CFD bond financings.

Target investors holding Beaumont CFD bonds: As mentioned, our retail base already holds $34 million of the City's land -secured debt. Given their familiarity of the credit, they will be an important investor segment.

Distribute mailers and ads: Similar to what is shown to the right.

STIFEL
We Anticipate Pricing the Week of October _ 2025,
the Following Bonds
City of Beaumont
CFD 2023-1 Improvement Area No. 1 and 2
59,000,000*
2025 Special Tax Bonds
*Preliminary, subject to change
• These bonds are estimated to be non -rated
For More Information and a Preliminary Official Statement, Please Call:
(866) 746-4744 toll -free
Stifel, Nicolaus & Company, Incorporated I Member SIPC & NYSE I ymm.stifel.com
Institutional marketing
Early discussions with our underwriting desk: We find it helpful to debrief our underwriters on the credit and structure weeks before we post the Preliminary Official Statement.

Early discussions with high yield fund credit analysts: It would be helpful to engage credit analysts of large active buyers (e.g. Franklin and Invesco) and educate them on the CFD's credit, highlighting the full build -out status, high value to lien ratios, among other credit strengths.

Our structuring recommendations (based on market conditions as of August 29 and an estimated amortization schedule assuming $9 million of par amount) Maturity structure: Serial structure
through 2037; more than any other
recent comparable transaction;
captures the yield curve steepness
Serial bonds to appeal
to mom-and-pop retail
investors; significantly
lower spreads than our
competitor's recent CFD
sales
Term bonds to appeal to
both retail and
institutional investors;
Franklin has been the
active institutional
investors for non -rated
CFD credits recently
Coupon structure: 5.0%
coupon structure throughout
Year Maturity Struc ure ParAmount Cou.o Yield MMD Soread 1 9/1/2026 Serial:onds $120,000 5.00°° 2.68% 2.18% +50
2 9/1/2027 Serial onds 120,000 5.0 '/0 2.85% 2.20% +65
3 9/1/2028 Serial onds 130,000 5.00% 3.01% 2.21% +80
9/1/2029 Serial Bonds 135,000 5.00% 3.19% 2.24% +95
5 9/1/2030 Serial Bonds 140,000 5.00% 3.42% 2.37% +105
6 9/1/2031 Serial Bonds 150,000 5.00% 3.70% 2.55% +115
7 9/1/2032 Serial Bonds 160,000 5.00% 3.87% 2.72% +115
8 9/1/2033 Serial Bonds 165,000 5.00% 4.00°/0 2.85% +115 9 9/1/2034 Serial Bonds 175,000 5.00% 4.20% 3.05% +115
10 9/1/2035 Serial Bonds 185,000 5.00% 4.37% 3.22% +115 11 9/1/2036 Serial Bonds 190,000 5.00% 4.56% 3.41% +115 12 9/1/2037 Serial Bonds 190,000 5.00% 4.56% 3.41% +115 15 9/1/2040 Term Bonds 870,000 5.00% 4.84% 3.89% +95
20 9/1/2045 Term Bonds 1,350,000 5.00°/0 5.09% 4.39% +70 25 9/1/2050 Term Bonds 1,730,000 5.00°/0 5.16% 4.56% +60 30 9/1/2055 Term Bonds 3,380,000 5.00°/0 5.21% 4.61% +60 Total Par $9,000,000
City of Beaumont I Proposal to Provide Underwriting sPratle 278 of 519

Page 18 ends

STIFEL
Public Finance
Observations about the land -secured market vis-a-vis the City's upcoming bond sales Since 2023, Stifel has sold land -secured bonds for the cities of Beaumont, Lake Elsinore, Menifee and Temecula, the school districts of Menifee, Hemet, Jurupa, San Jacinto and Romoland, and the special districts of Jurupa Community Services District and Eastern Municipal Water District, among others. In fact, we have sold nearly 2 out of every 3 non -rated land -secured bond issues in Riverside County during this time, which has kept us in regular dialogue with investors about real estate market conditions in the county.

Based on our experience, we are finding that, despite a relatively weaker real-estate market compared to previous years (exemplified by increased developer concessions such as interest rate buydowns), the market for residential land -secured bonds remains strong, particularly for credits that are substantially developed and conveyed. Given the City's prudent policies and best practices to issuing land secured debt (e.g. high development/conveyance thresholds for issuing bonds, strong value to lien ratios, etc.), we do not foresee any challenges to any of the City's upcoming CFD bond sales.

III. Regulatory/Compliance

A) POTENTIAL CONFLICTS OF INTEREST
Please list any potential conflicts of interest your firm may have in acting as an underwriter for the City.

Given the information available, there appear to be no conflicts or perceivable conflicts.

B) LEGAL DISCLOSURE - INVESTIGATION
Has your firm and/or any of its principals ever been the subject of any investigation relating to the municipal industry by the SEC, NASD, NYSE or any other State or Federal organization that oversees, regulates, licenses or is otherwise responsible for the municipal industry?
Stifel is an investment banking and securities firm providing investment services to individuals and institutional clients, investment banking, and related services including the day-to-day purchase and sale of securities. Stifel is a wholly -owned subsidiary of Stifel Financial Corp. (SF). In the normal course of business, at any given time, Stifel is subject to a number of claims and disputes, as well as regulatory matters including examinations, reviews, investigations, or formal actions. All required disclosures of material litigation and regulatory matters are made in Stifel Financial Corp.'s public filings with the SEC and other regulatory authorities, such as its Form 10-I http://brokercheck.finra.org/Firm/Summary/793 . This contains the regulatory reports on Stifel's disciplinary disclosures.

C) LEGAL DISCLOSURE — LITIGATION
Has your firm and/or any of its principals ever been involved in any litigation, arbitration, disciplinary or other actions arising from the firms underwriting, management or handling of municipal securities? See our response to question B above.

City of Beaumont I Proposal to Provide Underwriting sEra)le 279 of 519 Page 19

APPENDIX A: ABBREVIATED SPECIAL TAX BONDS DEAL LIST
Paz Value
Issuer
$14.550,700
City of Beaumont
D 2021-1
Special Tax Bonds
05,09➢,000
Oryof 1400 Elsinore
CFD 2006-4
Special Tax Bonds
Lake Elsinore USD
56,095000
Special Tax Bonds
CM 2017-2
HeemetU511
°
Special Tax Bonds
$12,655,000
Temecula P.

CFD
p al fax e Bonds
$8,51,000
5 Hart
CFD 1HSOSpeclai Tax Bonds
$3,065.000
Elsinore 450
CFD 2005-6
Special Tax Bonds
33,350000
Cat 021:1
Special Tax Bond:

59.805,010
lurupa Community Service, District
CFD 56
Special Tax Bonds
$24,870000
City of Fontana
Cr-D 111
Special Tax Bonds
City of Dixon
$8375,000
CFO 2019-1
Special Tax Bonds
Hemet $7,180,000 Districtnified School
CFD 2022-2
Special Tax Bonds
lento, 9,2024
Coupon Yield Spread
5 000 2.9G0 18

5.000 2.970 44

5.000 .0]0 µ

5.000 .190 BR
5000 3.450 5.000 3.350 110

5.000 3.510 1LS
30 5.000 000 las
2024
Meld spread

5.000 3 050

5.000

5.000 3.230 65

5.000 3.320 e3
5900 3.0 100
5000 3.600 215
February 13, 2024
Coupon Meld Spread

5.000 2 550 13

5.000 .130 41
DODO 210 66

5.000 3.310 81
5000 3.060 00

5.070 3010 115
25 5.000 3.770 130

5.000 3.780 130

5.000 3.810 130
Feb.ry 22, 2024
Coupon Yield Spread

5.000 2.960 12

5.000 3.040 36

5.000 110 61

5.000 3.220 6

5.000 3.390 95

5.000 3.540 10

5.000 3 620 v

5.000 3.660 121

5.000 3:690 123

5.000 3.]20 113
February 28, 2024
50up0n Meld Spread

5.000 2.940

5.000 20 34

5.000 1330 61

5.000 3.220 76

5.000 3.350 91
5900 3.540 10
5 000 3.640 20

5.000 3.700 125

5.000
5 000 3.720 113
5,000 3.050 125
March 19, 2024
µMann Meld µread..

5.000 2.950

5.000 3.060

5.000 3.100

5.000 3.160

5.000 3.310

5.000 3530

5.000 3.610

5.000. 3.670

5.000 3.700

5.000 3.710
March 024
firo0n Yield Spread
2024
COupon Meld Spread

5.000 3.310
5 WO 3 340

5.000 3.350

5.000 3:390
5:000 3.580

5.000 3.750

5.000 820 L.

5.000 3.690 116
0:000 3.9930 119
WO 00 121
May 3, 2024
504005 Yield Spread

5.000 3.330
5 000 3 330 14

5.000 3.340 33

5.000 3390 49

5.000 3.620 77

5.000 3.820 100
MaV 2, 2024
CouPon Yield Spread

5.000 3.330 2

5.000 3.310 4

5.000 3.330 34

5.000 3.390 51

5.000 3.6]0 84

5.00➢ 3.840 104

5.000 3.910 114

5.000 3.920 119

5.000 3.980 119

5.000 4.010 119
Mat, 21, 2024
500505 weld. Spread
May 12, 2024
Coupon y,eld Spread
52 51
67 36
110
128
123
125
123

5.000 3.150 27
5000 3.210 4]

5.000 3.280 67

5.000 9.410 87

5.000 3540 103

5.000 3.690 120

5.000 3.730 123

5.000 9.]60 125

5. 9.]90 125
42 56
0 5.000 3.331

5.000 3380 3]

5.000 3.490 57

5.000 3.700 51

5.000 3.890 102

5.000 4.020 116

5.000 4.060
0 5.000 90 122

5.000 4.100 in

5.000 3.325 6

5.000 3.320 26

5.000 3.420 45

5.000 3.630 69

5.000 .840 92

5.000 .070 110

5.000 4.060 15

5.000 970

5.000 4.080 116

5.000 3.750 30

5.000 3.810 235

5.000 3.810 132

5.00D 5.939 1.

6.000 3.460 5
5 000 3990 115

5.000 4.120 119

5.000 4.100 In

5.000 4.230 1

5.000 4.180 123

5.000 4.160. 121

5.000. 4.150

5.000 4410 m

5.000

5.000 4.410 117
5 000 4340 121

5.000 4580

5.000 4.670
333

5.000 .]20
5900 4 800 119

5.1100 4550 125

5.000 4.790 1.

5.00 4.050 123

5.000 4.500 123

5.000 4.720 121

5.000 4.790 120.

5.000 4.520 125

5.000 4.730 222

5.000 4.]90 120

5.000 4.460 117

5.000 4.720

5.000 4.800

5.000 4.450 120

5.000 4.780

5.000 4.050 11]

5.000 4.800 203

5.000 4.910 MI
5:000 4.]40 110

5.000 4.070 103

5.000 4970 101

5.000 4,40 113

5.000 4.890 170

5.000 4.960 103

5.000 4.560 120

5.000 4.750 115

5.000 4.880 106

5.000 4.510 I.

5.000 4.670 105

5.000 4.830 95
Par Value
issuer
08,055050 Pornoland School District
CFD 20201
Special Tax Bonds
51,530000
Otyof W, 4omarSpecial Tan Bonds
$4,790,000
Temecula Valley Unified School District
CFD 2021-1
Special Tax Bonds
Rotnoland School
510,800,000
CFD 2022-2
Special Tax Bonds
$27,210,000
County of Los Angeles
CFO 2021-01
Special Tax Bonds
09,465,000
City of niieeSpecial Tax Bonds
CFD
$26,000,000
of
001701
special Tax Bonds
$4500,500
Herne,pe District
CFD 2021-7
S cial Tax Bonds
$7,815,000
f Lake Els,nore
GNoaD Bonds 201-2
Specil Tax

510,295,000
HemetP CFOS cial 2021-6
Tx BontlslzWn
CF0 93-1
$9,400,000
My of Beaumont
Special Tax Bonds
04,330,000
CM 2020-1
Special Tax Bo.s
May., 2024
Coupon Meld
lµe 20, 2024
Coup5n Yield Spread

5.000 3.080

5.000 3.120 Ill

5.000 3.170

5.000 3 350 45

5.000 3.550 70

5.000 3.820 170

5.000 3 960

5.000 4.000

5.000 4.020
5:000 4.040
Au3ust 1,2,524
Coupon Meld Spread

5.000 2.930 10

5.000 3.000 20

5.000 3.110 38

5.000 3.420 5.000 3.290 57

5.000 3.590 m

5.000 3.720 03

5.000 3.820 111

5.000 3.950 121

5.000 4.010 125

6.921, 2029
µWren Meld µread

5.000 2.730 17

5.000 2.770 27

5.000 2.960 47

5.000 3350 67

5.000 3.280 82
900 3.410 91

5.000 3.630 170

5.000 3.730 107

5.000 3.800 112

5.000 3.830
August 22 2024
Coupon Meld Spread
44500728 24
Coupon Meld Spread
Aug. 28. 2024
.texon weld Spread
August 29,2024
Coupon Yield Spread

5.000 2.680 15
September 42024
CoPoon Yield Spread
September 5,2024
Coupon Meld Spread

5.000 2.640 17

5.000 2.580 18

5.000 2.770 38

5.000 2.970 58

5.000 3.100 73

5.000 3.310 89

5.000 3.530 103

5.000 3.660 Sm

5.000 3.740 1112

5.000 3.800
October 22,2024
Coupon Yield Screed

5.000 2.990

5.000 2.880 20

5.000 2.930
5 000 3_050 53

5.000 3.240 sa
900 3.470 22

5.000 3.680

5.000 3.750

5.000 3.840

5.000 3.890
October 23,2024
554ren Meld Spread

5.000 .360
5 000 3.530 37

5.000 3.410 23

5.000 3.750
9 e 00 .000 9
5000 4.170 107
900 4.220 112

5.000 .250 115

5.000 4.260 116

5.000 4450 111

5.000 4.680 100
120
123

5.000 4.400 130

5.000 4.100 121

5.000 4160 116

5.000 4.420 170

5.000 3.960 99

5.000 4.240 93

5.000 2.740 24

5.000 2.890 40

5.000 3.280 03

5.000 3.450 95

5.000 3.630 105

5.000 3.760 110
5000 3]80 110
5:000 3.810. 110
5:000 3.980 101

5.000 4.220 91

5.000 2.650

5.000 2.890

5.000 3.090

5.000

5.000 3.340

5.000 3.600 llm

5.000 3.730 110

5.000 3750 110

5.000 3.790 110
20 45
65 80
87 5.000 3.920

5.000 4.190

5.000 .640

5.000 2.880 44
.080 64

5.000 .210 75

5.000 320 85

5.000 .600 100

5.000 3.730 110

5.000 3.750 110

5.000 3.790 110

5.000 3.870 112

5.000 3.890 94

5.000 4.150 86

5.000 2.840 40

5.000 3.040 60
5900 3.160 74

5.000 3.260 79.

5.000 3.500 95

5.000 3.630 100

5.000 3,.50 108

5.000 3.790 I
5:000 3..930 93

5.000 4.180 86

5.000 2.650

5.000 2.840 43

5.000 3.020 60

5.000 9.170 77

5.000 3.340 89
000 3.520 99

5.000 3.680 107
5000 3,70 111

5.000 3.840 00 5.000 3,00
:000 3.930 µ

5.000 4.200
80 5,000 3:900 9]

5.000 4.170 90
97 97
9]
97 5.000 3.970 ]4
.5:000 4.140
58 5.000 000 32

5.000 3.170

5.000 3.360 62

5.000 3.600 30

5.000 3.760 90

5.000 3.830 90

5.000 3.920 90

5.000 -.970 90

5.000 4.000 m

5.000 4,90. 01
5:000 4.830 81

5.000 4.550 100

5.000 4.610 92

5.000 4.520 98.

5.000 4.560 94

5.000. 4.340 83
5:000 4.390 80

5.000 4.930 00
5,000 4380 >9

5.000 4.310 32

5.000 4,370
ea

5.000 4380 79

5.000 4.330 76

5.000 4.300 78

5.000 4.370 77

5.000 :4:330 81
5:000 4.400 81

5.000 4.290 in

5.000 4370 81.

5.000 4.250

5.000 4320
53 4.000 4.320 45
.00 4.600 ]1

5.000 4.390 4S
0790,000
City of .ntana
CFO 112
Special Tax Bonds
$5355,000
Valley Center Municipal Water District
CFO 2020-1
Special Tax Bonds
325,000
Manteca wined school District
CFO 2018-5
Special Tax Bonds
55,310000
San Marcos Unified S bow District
CFO 12
Special Tax Bonds
4,420000
dry 770.4,ame Delta shores
CFD 201501
Special Tax Bonds
$4,730,000
Eastern Municipal Water District
CFD 2013-63
Special Tax Bonds
City of Fairfield
536,500,070
CFD 2023-1
Special Tax Bonds
53,760000
Hemet Onified SchnolFFO 2021-5
Special Tax Bonds
0'utrin
$8,390,000
Hemet Unified School District
CM 2021-5
Special Tax Bonds
$6,100,000
My of Beau GED 3 BeaumontSpecial Tax Bonds
$8,300 000
Ramoland School District
CFD 2020-2
Special Tax Bends
$15,90,00
ROmoland School District
CFD 2020-2
Special Tax Bonds
00410, 30.1024
heI d Spread
5 000 3.180
5 000 .loo 37

5.000 .220 60
5000 .340 70

5.000 .480 80
5 000 .630 90

5.000 3.800 m
900 3.920 105

5.000 4.010 105

5.000 4930 102
November 26,2024
upon 0140 spread
Nov ether 26, 2014
Meld Weed

5.000 3.220 32

5.000 3.160 45

5.000 3.390 83

5.000 3.530 95

5.000 630 101

5.000 3.720 106

5.000 3.810 113

5.000 3 910 120

5.000 3 970
5,900 3.980 117
[ember 3, NM µpenises4,2024
Coupon Yield Spread Coupon Meld Spread
5 000 2.970 23

5.000 990 42 5.000 3.41G 84

5.000 3.160 66 000 3.580 108

5.000 3.430 91 5900 3.750 123
5:000 3.500 96 5.000 3.820

5.000 3.600 103 000 3.900 133
900 3.710 113 5.000 3.910 133

5.000 3.850 173 5.000 3.950 133

5.000 3.8N 131 5.000 4000 133
5:000 3.900 118 5.000 4.020 170
December 32024
Couann Vlaid Spread5.000 2.970 23

5.000 3.000

5.000 3.170

5.000 3.440

5.000 3.510

5.000 3.650

5.000 3.760

5.000 3.850

5.000 3.880

5.000 3.930
Depember 5, 2024
COuopn Meld Spread
Fehr 6, 3025
Cmmon Meld Spread.

February 6, 2705
Coupon Mehl Spread

5.00G 3 000

5.000 3.020

5.000 .150 55

5.000 3.440 80

5.000 3.630 95

5.000 .700 100
.000 3..800 110

5.000 3.840 110
.000 3.900 110

5.000 3:970 110

5.000 4.020 110
March 29 2025
Coupon Meld Spread

5.000 5820

5.000 2.990 33

5.000 3.110 36

5.000 3.410 61
560 >0

5.00D 3.820 88
950 97

5.000 4.060 100

5.000 4.140 100

5.000 6.260 100

5.000 4.320 170

5.000 4.360 µ
March 20,2025
Mehl Spread

5.000 2.900
5000 3.040 42
.000 3.150 52

5.000 3.450 77

5.900 3.600 87

5.000 3.790 98

5.000 3..870 103

5.000 4.020 110
.000. 4.100 112
5,900 4.210 112
5:000 4.270 112

5.000 4.360 115
43 67
92 97
108
138
173
323
111

5.000 3.270 20

5.000 3.450 95

5.000 3.840 130

5.000 3.020 44

5.000 3.150 SS

5.000 3.440 80

5.000 3.630 95

5.000 3.700 100

5.000 9..800 11.0

5.000 3.860 112

5.000 3.920 112

5.000 3.990 112
5:000 4.040 112
April 2025
Coupon Meld Spread

5.000 3.500

5.000 3.360 40

5.000 3.570 57

5.000 .800 77

5.000 010 93

5.000 4.160 103

5.000 4.2]0 111

5.000 4.440 120

5.000 4.490 120

5.000 4.590 120

5.000 4.650 1]9

5.000 4:0700 145

5.000 4,170 145

5.000 4.140 00

4.280 ]0

5.000 4.400

5.000 4.470

4.000 42.70

4.250 4.490
4:375 4.610
94 94

5.000 4090 96

5.00➢ 4160 >]

5.000 4.290 69

5.000 4.340 6]

5.000 4.000 95 5900 4.070 105

5.000 4.230 88

5.000 4.120 ]3

4.250 4.390 91.

5.000 4.350. 05
5:000 4.160 6]

5.000 4.240 6f 5900 4.40D 83

4.000 4.200

4.250 4.420 92

5.000 4.390
72 5.000 4.190 125

5.000 4 390 a0

5.000 4,450 .170

5.000 4.470 9]

5.000 4.520 95

5.000 4.210 100
5:000 4.440 75

5.000 4.530 70

5.000 4.590 70
5900 4.210 ]m

5.000 4.440 75

5.000 4:510 68
5900 4.570 68
5900 4.440 80
5900 4.680 58

5.000 4.800 50
5,000 4.870 58

5.000 4.430 96

5.000. 4.660

5.000 4,80 69

5.000 4.960

5.000 4.800 95

5.000 4.980. 73

5.000 5.050
64 5.000 5.110 63
ue
Issuer espere
Issue Special
55,555070
Unified School District
CFO 2015-1
Tax Bonds
$5,595070
Hemet Unrfied School District
CFD 2021-1
Spec,. Tax Bonds Sp.,.
eo District
60,625000
CFO 2016-1
Bonds
$20,725,000
City 5590417 San Francisco
CFO 2021-01
Sp.. Bonds
Hemet
•.
$7,520,000
CFO 2023 1
peal Tax Bonds
442,385,000
I45971,viee Joint Unified school District
CFO 2024-1
p al Tax Bonds
City
Speoal
55,155,000
of Mentfre
CFD 20212
Tax Bonds
$14,060,000

55.1,4
CFO 2023-08
5pemalTax Bonds
$4,215,000
Eastern Muntapal Water District
CFO 2018-81
Special Tax Bonds
El
SpeCal
50,595700
Dorado County
CFO 2024-01
Tx Bonds
55,040,000
Crty of Oakland
CFD 2021 1
Special Tax Bonds
$6,619,000
CFD 2023-2
Speoal Tax Bonds
sa
Date
mrry
May
May
¢.38
u 52025:
u
1 ne
July 3e, 202 s
44191.7.2025.
25 Auguat7,2025.

August
Aug 6
2 20 5
Pug 72040.0025.
xeld
Som.

Coupon
nele
Weal
Coupon
weld
press
DOMwb
Ylem.

Spread
rued
Meld
spread
Coupon
Meld
Spimtl
COuONt
Au
59i'ead
Coupon
Meld
Spread
coupon
Meld
SM.

Coupon
vela
sb65
570005
Spread
C.0doh Yield spread
5 000

3.290
39 5.000
.000

5.000
.840
67 5 000

3.490
59 5.000

3.490
63 5.000

3.540

3.060
60 5.000
380
n

5.000

2.920
900
31 5.000

2.890
70 5 000

3.650
74 5.000

3.650
73 5.000

3.750

5.000

3.590
88 5.000
80 5.000
Im

5.000

3.330
95 5.000

3.340

5.000

3.100

5.000

3.140

5.000

3.050
85 2
29 99
.000
.940

5.000

3.120
0 5.000

3.850

5.000
93 5.000
3:350
5:000

3.500
0 .000

3.510
.360
105

5.000

3.590
113

5.000

3.240
101
5 000

3.980
99 5.000

5.000

4.120
Std

5.000

4.970
116

5.000
132

5.000
9]

5.000
,90
127
5000

3.700

3.000

5.000

3.780

5.000

3.760
5 000

4.140
In

5.000
5:000
.170

5.000

3.880
4050

5.000

3.800
107

5.000

3.990

5.000

3.990
.040
125

5.000

3.780
122

5.000

3.760
120
5 000
4 260
117

5.000

4.270

11.7 5.000
4 310
132

5.000

4.090
115

5.000
4 150
132
5 000

4.010
112

5.000

4.300
132
5 000

4.960
120
5 DOD

4.010
125

5.000

3.950
123

5.000
3 900
118
5 000

4.310
117

5.000

4.470

11.7 5:000

4.380
132

5.000

4.26 20 1

5.000

4.480
In

5.000

4.090
113

5.000

4.260

1.22 5.000

4.080
132

5.000

4.030
117

5.000

4.414
117

5.000

4.470
11]

5.000

4.530
132

5.000

4.3600
IM

5.000

4.380
132

5.000

4.320
115

5.000

4.480
131

5.000

4.190
115

5.000

4.060
122

5.000

4.280
123

5.000

4.010
116
5 000

4.490
117

5.000

4.530
113
.000.
4:600
148 5.000

4.690
133

5.004

4.620
»6

5.000

4.530
170

5.000

4.450
ifs

5.000

4.610
1327

.540
135

5.000

4.430
122

5.000

4.040
121

5.000

4.370
113

5.000

4.590
11>
5:000

4.690
117

5.000

4.630
117

5.000

4.540
11S

5.000

6.610
3}i

5.000

4.570
116

5.000

4.680

1. 5.000

6.720
99 5.000

4.890
102

5.000
5:000
125

5.000

5.000
113
5000

4.850.
100

5.000

6.450
111

5.000

4.890
90 5.000

5.070
10>

5.000.

5.010
115

5.000

5.030
112
5:000

4.910
]01

5.000

5.080
91 5.000
6,900
]5.

5.000

5.030
]1

5.135

5.170
im

5.000

5.120
80 5900

5.050
]s

5.000

5.]30
92 5.000

5.090
80 5.000

5.160
80 5.135

5.030
84 5.000

5.160
>]
2046

5.000

5.100
56 .000

5.200
>0
.000

5.030
15 5.000

5.080
61 5.125

5.250
92 5.55
0 5.26
70 5.000
3 5.250

5.120
0 55
5:150
.340
75 13

5. 5
.250

5.330
77 5.000

5.230.
6]
3055
5000
S:O50.
6>
5:000 5.150
61 5,50
5330
92 S.250.

5.360
74 5.000

5.1]0
0 63

5.250
5:390.

5.115.
5270
52 .5.250

5.440
>5

5.125

5.350
6>

5.350
5080
]0

5.150

5.380
77 5.225
5,80
67 City of Beaumont I Proposal to Provide Underwriting Services

Page 280 of 519 ends

Page 10 ends

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to:
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September 3, 2025
Public Finance
Photo: Stifel commissioned aerial of CFD 2023-1

STIFEL
Public Finance

FEE PROPOSAL
Include your not -to -exceed management fee, average takedown, and detailed out-of-pocket expenses for the 2025 Bonds.

Our successful land -secured business practice has always been predicated on requesting fair and market driven fees in return for unparalleled customer service and pricing execution. Over the last year, 13 non- rated land -secured financings with a par amount ranging from $8 to $12 million have priced, as illustrated below. Fees have ranged from $11.06/bond to $24.17/bond, with a weighted average fee of $15.06/bond.

Fee Survey: California Non -Rated CFD Bonds Over the Last Year with Par Amount of $8-12 Million Bond
9/5/2024
10/9/2024
10/15/2024
10/22/2024
11/21/2024
12/4/2024
2/4/2025
2/6/2025
2/13/2025
3/20/2025
5/20/2025
6/4/2025
8/6/2025
Hemet USD
City of Manteca
California Muni Fin Auth
City of Beaumont
City of Folsom
EMWD
California Muni Fin Auth
Hemet USD
City of Rancho Cordova
Romoland School District
Moreno Valley USD
City of Mountain House
County of El Dorado
CFD No. 2021-6 IA No. 1
IA No. 2 CFD No. 2023-1 (Villa Tacino)
Special Tax Rev Bonds Bold Program
CFD No. 93-1 IA No. 17D
CFD No. 23 (Folsom Ranch) IA No. 4
CFD No. 2022-95 (Nuevo Meadows)
CFD No. 2020-6 (County of Placer)
CFD No. 2021-5 IA No. 1
The Ranch CFD No. 2021-1 IA No. 2
CFD No. 2020-2 (Countryview)
CFD No. 2023-1
IA No. 6 of CFD No. 2024-1
CFD No. 2024-1 (Heritage Village 11)
$10,295,000
10,110, 000
11,070,000
9,400,000
10,705,000
9,715,000
9,045,000
8,390,000
10,880,000
8,300,000
8,535,000
8,750,000
8,595,000
$13.50

13.95 20.23

12.75 11.06

12.50 21.00

14.25 11.89

14.65 11.89

15.00 24.17
Weighted Average Fee $15.06
Assuming a sole managed public sale with a par amount of $9 million, Stifel proposes a not to exceed fee of $11.14 per bond, which is significantly lower than the weighted average fee shown above. Our proposal includes two components: a sales commission (or takedown) and miscellaneous expenses. The takedown is designed to compensate our sales professionals for marketing the bonds as aggressively as possible, ensuring the lowest borrowing cost. Underwriter's counsel constitutes a large portion of our expenses. The remaining fees are attributable to continuing disclosure, IPREO, and other various issuance expenses.

Our competitors may submit a low bid when
competing for the City's business and we
understand that may be enticing; however, we
encourage the City and its municipal advisor to
consider the complete package of services (e.g.
customer service and pricing execution) when
evaluating proposals. The advantages we
provide will outweigh any nominal difference in
fees.

As we do for every single transaction, we are
more than happy to discuss and revisit our fee
proposal with the City and its municipal
advisor. We have appreciated the opportunity
to serve the City for the past three years and
hopefully we'll have an opportunity to continue
to show the City why so many local agencies put
their trust in Stifel to serve as underwriter for
their land -secured financing programs.

Fee Pro I osal Based on Par Amount of $9 million
Spread Details
Expenses
Average Takedown*
Total Proposed Stifel Fee
Expenses
Underwriter's Counsel
Continuing Disclosure Report
Out-of-Pocket/Marketing Expenses
Ipreo Bookrunning System
Ipreo Wire Fees
Ipreo Order Monitor/Dealer EOE
Blue Sky Survey
DTC Setup
CDIAC
CUSIP Numbers
Total Expenses
$/bond
$2.56

8.58 $11.14
bond
$1.39

0.08 0.49

0.03 0.01

0.03 0.08

0.11 0.25

0.08 $2.56
Amount ($)
$23,000

77.225
$100,225
Amount (S)
$12,500
750
4,416
292
63 284
750
975
2,250
721
$23,000
*Stifel kindly requests to adjust the takedown so long as the total fee does not exceed $11.14/bond.

City of Beaumont I Fee Proposal

Page 282 of 519 ends

STIFEL
Public Finance
DISCLOSURE: As outlined in the SEC's Municipal Advisor Rule, Stifel is providing the attached material and all information and advice contained therein in response to a request for proposals or request for qualifications (the "RFP") by a municipal issuer or obligated person with respect to a specific issue of municipal securities. Stifel has not acted, and will not act, as your municipal advisor with respect to the issuance of the municipal securities that is the subject to the RFP.

City of Beaumont I Fee Proposal Page 283 of 519

BEAUMONT
-C- ALIFORNI A -
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 $500 within the previous twelve months, and for twelve months following the date a final decision from the business/board 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:
htt3s:// www.beaumontca.gov/29/City-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/board member on behalf of you or your company/entity, made any political contributions of more than $500 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? _ YES If yes, please identify the Council Member(s):

2. Do you or your company/entity, or any agency on behalf of you or your company/entity, anticipate or plan to make any political contribution of more than $500 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):
x 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.

Date
Signature of
rized individual
Company/Applicant Name
City of Beaumont 1550 E. 6th Street, Beaumont, CA 92223 I (951) 769-8520 I BeaumontCA.gov

Page 284 of 519 ends

ACORD ° CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
g(MM!DDW
/8/2025
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
Arthur J. Gallagher Risk Management Services, LLC
12444 Powerscourt Drive
Suite 500
St. Louis MO 63131

CONTACT
NAME: Shelby Krodinger

PHONE FAX
(A/C, No. Ext): 314-800-2277 (A/C, No):

ADDRESS: Shelby_Krodinger@a'g.com

INSURER(S) AFFORDING COVERAGE
NAIC#
INSURER A: Houston Casualty Company
42374
INSURED STIFFIN-01
Stifel Financial Corp
501 North Broadway
11th Floor
Saint Louis MO 63102-2131
INSURERB:

INSURERC:

INSURERD:

INSURERE:

INSURER F :

COVERAGES
CERTIFICATE NUMBER: 2039178863
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 POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

ILTR

TYPE OF INSURANCE
INSD
SUBR
WVD

POLICY NUMBER

POLICY EFF
(MM/DDIYYYY)

POLICY EXP
(MM/DD/YYYY)
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 accident)
$
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$

PROPERTY DAMAGE
(Per accident)
$
$

UMBRELLA LIAB

EXCESS LIAB
OCCUR

CLAIMS -MADE

EACH OCCURRENCE
$

AGGREGATE
DED
RETENTION $
$

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y / N
N/A
PER

STATUTE
OTH-
ER
E.L. EACH ACCIDENT
$
E.L. DISEASE - EA EMPLOYEE
$
E.L. DISEASE - POLICY LIMIT
$
A
Errors & Omission
14MG24A16934
6/29/2025
6/29/2026
Limit
$2,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

CERTIFICATE HOLDER

CANCELLATION

CITY OF BEAUMONT
550 E 6th St.,
Beaumont CA 92223

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
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name t( (Q$$jredigitw marks of ACORD

ACORD ° CERTIFICATE OF LIABILITY INSURANCE

DATE (MMIDD/YYYY)
9(MMIDD5
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

PRODUCER
Arthur J. Gallagher Risk Management Services, LLC
12444 Powerscourt Drive
Suite 500
St. Louis MO 63131

CONTACT
NAME: Shelby Krodinger

PHONE FAX
(A/C, No. Ext): 314-800-2277 (A/C, No):

ADDRESS: Shelby_Krodinger@a'g.com

INSURER(S) AFFORDING COVERAGE
NAIC#
INSURER A: Great Northern Insurance Company
20303
INSURED STIFFIN-01
Stifel Financial Corp
501 North Broadway
11th Floor
Saint Louis MO 63102-2131
INSURER B: Federal Insurance Company
20281
INSURER C: ACE American Insurance Company
22667
INSURERD:

INSURER E:

INSURER F :

COVERAGES
CERTIFICATE NUMBER: 863808866
REVISION NUMBER:

I
LTR

TYPE OF INSURANCE
NSD
S
W VD

POLICY NUMBER

POLICY EFF
(MM/DD/YVYY)

POLICY EXP
(MM/DD/YYYY)
LIMITS
A
X

COMMERCIAL GENERAL LIABILITY
99502607
6/29/2025
6/29/2026

EACH OCCURRENCE
$ 1,000,000

CLAIMS -MADE X OCCUR

DAMAGE PREMISESSORENTED
(Ea occurrence)
$ 1,000,000
MED EXP (Any one person)
$ 50,000

PERSONAL &ADV INJURY
$ 1,000,000
GEN'L

AGGREGATE

LIMIT APPLIES
PRO
JECT
X
PER:

LOC

GENERAL AGGREGATE
$2,000,000

PRODUCTS - COMP/OP AGG
$ 2,000,000
$
A

AUTOMOBILE
X

LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
73604063
6/29/2025
6/29/2026

COMBINED NGLE LIMIT
a accident)SI
$ 1,000,000
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$

PROPERTY DAMAGE
(Per accident)
$
$
B
X

UMBRELLA LIAB

EXCESS LIAB
X
O
OCCUR

CLAIMS -MADE
93647735
6/29/2025
6/29/2026

EACH OCCURRENCE
$ 5,000,000

AGGREGATE
$ 5,000,000

DED I I RETENTIONS
$
C

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y / N
N/A
71763682
6/29/2025
6/29/2026

X PERTUTE EETH-
STA R
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
$1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

THE LIMITS SHOWN ARE AT LEAST THE LIMITS ON THE POLICIES General Liability -As required by written contract
• Blanket Additional Insured
• Blanket Waiver of Subrogation
• Primary and Non -Contributory
See Attached...

CERTIFICATE HOLDER

CANCELLATION

CITY OF BEAUMONT
550 E 6th St.,
Beaumont CA 92223

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
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name pig p9,286redigit@d marks of ACORD

AGENCY CUSTOMER ID: STIFFIN-01
LOC #:

ACORD®

ADDITIONAL REMARKS SCHEDULE
Page
1 1
AGENCY
Arthur J. Gallagher Risk Management Services, LLC

NAMED INSURED
Stifel Financial Corp
501 North Broadway
11th Floor
Saint Louis MO 63102-2131

POLICY NUMBER

CARRIER

NAIC CODE
EFFECTIVE DATE:

ADDITIONAL REMARKS

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE Automobile -As required by written contract
• Additional Insured
• Waiver of Subrogation
Primary and Non -Contributory
Workers' Compensation -As required by written contract
• Waiver of Subrogation
Certificate Holder is an Additional Insured as respects to the General Liability policy, pursuant to and subject to the policy's terms, definitions, conditions and exclusions.

ACORD 101 (2008/01)
© 2008 ACORD CORPORATION. All rights reserved.

The ACORD name arjf age 628iAg t45•4®marks of ACORD

BEAUMONT
-C A L I F O R N A -
Staff Report
TO: City Council
FROM: Gustavo J. Romo, Deputy City Manager
Steven D. Jones, Community Development Director
DATE: September 16, 2025
SUBJECT: Deposit and Fee Waiver Request from Beaumont -Cherry Valley Recreation and Park District for the 2025 Oktoberfest Event Description: Consideration of a resolution authorizing a $5,000 Deposit and Fee Waiver for the Beaumont -Cherry Valley Recreation and Park District (Park District) 2025 Oktoberfest Event.

Background and Analysis:

On August 29, 2025, the Park District submitted a Special Event Permit Application for their annual Oktoberfest taking place at Noble Creek Regional Park October 2, 2025, through October 4, 2025 (Attachment C). The Park District soon after submitted a request for waiver of the deposit fees for this event. Staff asked the Director of the Park District if he would like to include a waiver request for any other events taking place before the end of the year, such as the Pumpkinfest and Winterfest, but learned that these events will not be taking place at the Noble Creek regional Park but, rather, outside City limits.

Event Details
Oktoberfest is an annual tradition that attracts thousands of participants. It entails traditional German -inspired games, festivities, food vendors, merchandise booths, and a beer garden (permits in process with Riverside County Environmental Health and California Alcoholic Beverage Control). No road closures or City staff assistance are anticipated to be needed nor are being requested.

This year's event is anticipated to have approximately 1,850 attendees. A Major Special Event Permit application is required per the City's municipal code when an event anticipates more than 1,000 participants. A deposit of $5,000 is required per the City's fee schedule for Major Special Event Permits unless a waiver is requested and approved by the City Council per City policy.

Page 288 of 519 ends

City Waiver Policy Context
On March 21, 2023, the City Council adopted Resolution No. 2023-03, establishing user fees effective July 1, 2023, including a $500 deposit -based fee for Minor Special Events (Less than 1,000 anticipated attendance) and a $5,000 deposit -based fee for Major Special Events (Greater than 1,000 anticipated attendance). Fees are applied toward staff time and outside costs.

On November 7, 2023, the City Council adopted the "Special Event Permit Application Fee Waiver Policy". This policy provides eligibility for waivers when events are community -wide, open to the public, and provide a direct benefit. Waiver requests are considered on a case -by -case basis.

The Park District qualifies for a waiver under the category of intergovernmental cooperation, as authorized by California Public Resources Code §5780 et seq., which empowers recreation and park districts to provide programs and services that enhance community quality of life.

Fiscal Impact:

If Council approves the waiver request, staff time associated with processing the special event permits would have a fiscal impact averaging no more than $5,000 based on past events. The cost to prepare this staff report was approximately $150.

Recommended Action:

Staff recommends that City Council approve the Beaumont -Cherry Valley Recreation and Park District's Fee Waiver Request for the Major Special Event Permit application associated with the 2025 Oktoberfest taking place at Noble Creek Regional Park.

Attachments:

A. Resolution Waiving the Special Event Fee
B. Special Event Fee Waiver Policy
C. Oktoberfest Special Event Permit Application
D. Oktoberfest Site Plan
E. Fee Waiver Request
F. Levine Act Statement

Page 289 of 519 ends

RESOLUTION NO. 2025-

A RESOLUTION OF THE CITY OF BEAUMONT

AUTHORIZING THE BEAUMONT-CHERRY VALLEY

RECREATION AND PARK DISTRICT WAIVER OF THE MAJOR

SPECIAL EVENT PERMIT APPLICATION DEPOSIT
FOR THE 2025 OKTOBERFEST EVENT
WHEREAS, Beaumont -Cherry Valley Recreation and Park District hosts an annual Oktoberfest event free to the community at Noble Creek Regional Park; and WHEREAS, Beaumont -Cherry Valley Recreation and Park District wishes to continue the path of cooperation and alliance with the City of Beaumont and has made a written request for consideration of the waiver of the major special event application deposit -fee for the 2025 Oktoberfest; and
WHEREAS, on November 7, 2023, the City Council adopted a policy that provides eligibility for waivers when special events are community -wide, open to the public, and provide a direct benefit; and
WHEREAS, the City Council desires to waive the major special event permit application deposit -fee for the Beaumont -Cherry Valley Recreation and Park District as it promotes intergovernmental cooperation and serves public interest.

NOW, THEREFORE, BE IT RESOLVED, that the City of Beaumont does authorize a waiver of the major special event permit application deposit -fee for the Beaumont -Cherry Valley Recreation and Park District 2025 Oktoberfest event to be held October 2, 3, and 4, 2025 and finds that the waiver serves a valid public purpose in improving the quality of life through enhanced local services.

MOVED, PASSED AND ADOPTED this 16th day of September, 2025.

AYES:

NOES:

ABSTAIN:

ABSENT:

Page 290 of 519 ends

By:

Mike Lara, Mayor, City of Beaumont
ATTEST:

Nicole Wheelwright

DEPUTY CITY CLERK
By:
2

Page 291 of 519 ends

Special Event Permit Application
Fee Waiver Policy
Purpose

BEAUMONT
C A L I F O R N I A _
The purpose of the fee waiver policy is to establish fiscally responsible guidelines to equitably evaluate and consider fee waiver requests for one-time events through the Special Event Permit Application process. These guidelines establish parameters for waiving the Special Event Permit Application deposit for community -wide events, homeowner associations or community associations events and other activities or events which provide a direct benefit to the public.

For purposes of this policy, the term "fee waiver" is the granting of a reduction or dismissal of the deposit required for filing and processing the Special Event Permit Application.

Special Event
A special event is any temporary event, as further described herein, not exceeding thirty days whether indoors or outdoors, or on improved or unimproved public or private property. It also refers to any event or activity that may result in the closure of any public streets, or any activities which may temporarily require the installation of materials or devices using building, electrical, mechanical, plumbing, flammable or similar materials. Special events may include, but are not limited to, short-term events such as any show, circus, concert, festival, carnival, dance open to the public, exhibition, walk-a-thon, marathon run, cycling event, pumpkin patch, outdoor sales and other event as identified in Beaumont Municipal Code Chapter 9.03 Regulation of Special Events.

Eligible Applicants
Fees may be waived when such action is determined by the City of Beaumont to serve a public purpose and be in the best interest of the City, its residents, and the service applicant. Eligible organizations include the following:

11.7.23 CC
Pane 292 of 519

Intergovernmental Cooperation
Non -Profit Organization
Entity whose event positively meets the consideration criteria Official City of Beaumont Sponsored or Co -Sponsored event (Per Approved Sponsorship)
Evaluation Criteria
The city will consider the following when reviewing a special event fee waiver request:

1. Whether the event is a benefit to the community.

2. Whether the event creates positive publicity for the city.

3. The city's cost of providing services for/to the event.

4. Whether there are revenues that can be used to offset the impact of a fee waiver on the general fund.

5. Whether the event promotes education, public health, public welfare or public safety.

Eligible and Ineligible Fees and Events
Eligible:

1. Special Event Permit Application deposit

2. Banner Permit or other temporary, event related signage permit fee Organizations can receive up to four Special Event Permit Application fee waivers within a 12- month period.

Ineligible Costs or Fees:

1. Staffing or labor costs (i.e. overtime for staff working outside of normal operations), security costs, utility reimbursement costs, deposits for

11.7.23 CC

Page 293 of 519 ends

damages to facilities, refuse removal cost, custodial costs, maintenance costs, and any other applicable costs

2. Insurance or other fees as required by the City and/or ordinance

3. Any fees, permits or other items required by outside agencies

4. City of Beaumont business license fees unless otherwise specified in the Beaumont Municipal Code
Ineligible Events:

1. Organizations based outside City of Beaumont (unless the demonstrated benefits are primarily to the residents of Beaumont)

2. Events or activities that are not open to the public

3. Events that are political in nature or by individuals seeking political office or elected officials for the purpose of an election campaign

4. Religious organizations seeking space or facilities for religious services

5. Corporate events

6. Family or social gatherings

7. Events that provide no community benefit

8. Trainings that charge for participation

9. Events which charge a fee for entry

10.Projects or organizations who have failed to fulfill their obligations during previous events or activities or failed to comply with conditions of approval resulting in an impact to public health or safety

11.Events scheduled that would conflict with already planned City of Beaumont community events (e.g., Freedom Festival, Blizzard Bash, etc...) Policy and Procedures
The Community Development Department recognizes the value of working with and supporting organizations to provide services and programs that benefit the Beaumont community. Charging fees is a standard practice when individuals, private groups, government or non-profit groups wish to process requests to hold events. Fees charged for applications help cover the cost of providing such

11.7.23 CC

Page 294 of 519 ends

services. This policy is established for determining when applicable fees (e.g., application deposit) established by the City of Beaumont's adopted Fee Schedule may be waived.

The policy is effective to the extent a fee waiver can be considered without negatively impacting the City's budget or current operations.

Submit a written request for fee waiver with the Special Event Permit Application with all other required materials to the Planning Department.

If the request involves approval from other City departments, the request will be forwarded as part of the review process.

Fee waiver requests will be assessed by the Community Development Department and City Manager's Office, based on the requirements in this policy.

Upon review, the City Manager or his or her designee, will make a recommendation to the City Council for final approval or denial.

The Planning Department will notify the applicant in writing of the final decision.

Within forty-five (45) days of completion of the event for which a fee waiver was given, the organization should provide a written report to the Planning Department, to include at a minimum the number of participants, event revenue and expenses, and a description of the benefit to the City.

Failure to abide by the procedures set forth in this policy or conditions of approval for the application may result in the respective permittee being denied the current and any future fee waiver requests. Organizations that fail to cancel the approved event less than 30 days before their scheduled event and/or that fail to abide by this policy may forfeit their ability to request future fee reductions or waivers or enter into Partnerships with the City for the following twelve (12) months.

11.7.23 CC

Page 295 of 519 ends

BEAUMONT
H L

CITY OF BEAUMONT
550 E. 6th Street
Phone (951) 769-8520
BeaumontCa.gov

SPECIAL EVENT PERMIT
Planning Fees
• Minor Special Event Permit- $500 deposit with charges at the fully allocated hourly rates for all staff involved plus any outside costs. • Major Special Event Permit
• $1,985 per application
• Carnival/Circus/Menagerie- additional $455 per application • Events of more than 1,000 people- $5,000 deposit with fully allocated hourly rates for all the staff involved plus any outside costs
• Miscellaneous Special Event Permit- $1,000 per application Fire Fees
• Special Event with tents and/or canopies >400 sq. ft.- $300 Plan Check Fee & $300 Fire Inspection Fee
• Special Event with NO tents and/or canopies- $150 Plan Check Fee & $150 Fire Inspection Fee
• Carnivals & Fairs- $300 Plan Check Fee & $300 Fire Inspection Fee Requirements

1. Please submit your application
• At least 60 working days prior to the opening date of the event for Major Special Events
• At least 30 working days prior to the opening date of the event for Minor Special Events
• At least 7 working days prior to the event for Miscellaneous Special Events

2. All vendors shall have a City of Beaumont Business License. Please be aware that Business License Applications should be submitted at least 2 weeks prior to the event.

Page 296 of 519 ends

3. For events on Public Property (i.e., Parks) a Facility Use Permit may be required to be submitted and approved by the Community Services Department. If you want to have your event at a City Facility, please check with Community Services regarding availability prior to completion.

4. Any signs wanted for the event must be approved by the Community Development Department and must meet the requirements of the Municipal Code.

5. Violations of any conditions issued as part of your approval may lead to immediate revocation and possible fines.

6. All non-profit vendors/applicants shall apply for a standard annual business license which shall be issued at no charge. (With submittal of 501c3 letter)
*For definitions of types of special events, see Municipal Code Section 9.03.020*

Page 297 of 519 ends

BEAUMONT
-( n i I r n R N I r.

SPECIAL EVENT PERMIT APPLICATION - CITY OF BEAUMONT

CITY OF BEAUMONT
550 E. 6th Street
Phone (951) 769-8520
BeaumontCa.gov
APPLICANT (Organization Conducting Event) �/ y ,, 1 ,� { ORGANIZATION: rr� {� 6t i4ft �! fro+1 �- (�f�t 4 1 V j, M -6t/� lell VIIOl 6 f M1� Ld%t Po(�r 1 ! 1 i ADDRESS: O W. OC ValL I P ITY/STATE: :e11(,4411.501111- 1C( ZIP: (422 -7 -- TEL: Mr( ) g —1S S FAX: ( ) EMAIL: Se. iR tOV')a-Yl • C0M YES NO
Is this a non-profit organization? If yes, provide tax identification number Can members of the general public join this organization? 33� 0 138 5'31

EVENT CONTACTS
PRIMARY'S NAME: c(/i1'I!tI'+ SCl'�WWII EMAIL: '56141J/1@ j2GUPCiil(Kcci- (.2)}11 ADDRESS:�LL'r",�I O ` OC�K \JC�I L e44 CITY/STATE: iX'(�{,{,(rrvit f C44 ZIP: 617-2-2- 3 DAY TEL: (`1o'i ) L -1;€-/-91M ALTERNATE TEL: ( ) FAX:

ALTERNATE CONTACT: kV( G fU ` f/{,I /AA V GI EMAIL:

ADDRESS:311O V'J. Gt Qui-v"1 ' ,VVCITY/STATE: I l L4YiRCrnICW ZIP: g2ZZ3 DAY TEL: (I )794-5--,-75 ALTERNATE TEL: ( ) FAX:

FOR THE OFFICE OF CULTURAL AFFAIRS COORDINATED EVENTS ONLY:

Website: 1&V (J(��• (,jr+FA1
Public Information Contact Name:

Public Information Contact Phone#: (

GENERAL EVENT INFORMATION
EVENT NAME: OkA't7'122-Yft-f-d
TYPE: (Parade, Festival, Run, Ceremony, ect.l:

LOCATION: Check and complete all applicable lines
On the Downtown Parade Route (STREET)
In the Downtown Festival Site (STREET)
In a City park.: ...... Name of Park(s):

On a Paseo or Plaza.......Name of Paseo or Plaza(s):

On a City street Name of street(s):

On private property Event location address: OR • Iv1. 01 V 6U tiffJ f )6eaI.L4 fl oat/ C+I «22-2-3«22-2-3Assessor's parcel numbers) of event location:

BEGIN SETUP: Date: raj , Time of Day: `� &pm Indicate when you will take possession of the event v site to begin event setup
Est. Daily Attendance
x
ACTUAL EVENT DAY/DATE(S):

TIME OF DAY:
(Start) C am& (End)JL am/zm)
(Start) 5 ++ am m (End) C I
(Start) am (End)
WEV (940 9 -DD
fife
40 U00
Number of attendees by age: Youth (under 18): 1510 Adult: L Total attendance: 166D Number of attendees present during the most crowded period of event: 10 Q FINAL CLEANUP: Date: Will) Time of Day: S am/Indicate when the event site will be completely cleaned & reopened for normal use
City Office Use Only:

Page -1 of 3

Page 298 of 519 ends

SPECIAL EVENT PERMIT APPLICATION - CITY OF BEAUMONT

EVENT DESCRIPTION
YF
NO
Was this event held last year? If yes, where Attendance? }� Is this a Charitable fundraiser? If yes, for what cause? "X' Is there an attendance fee? Fee per person: $ Fee collected in advance? Is this event open to the public?
Will there be any areas within the event that will be for private use only? (Example: VIP area, etc..) MANDATORY ATTACH MENTS: Required to be submitted with every application. Reference page ii for instructions.

EVENT NARRATIVE: Please provide a description of the event theme, purpose, schedule of activities, entertainment, food, beverages (including alcohol), cleanup plan, etc..

SITE DIAGRAM: For activities on public and private property: a detailed drawing depicting the proposed layout, including the location of booths, tables, stages, fences, dumpsters, signage, portable toilets and all other event equipment. For any activity on private property: diagram must also show all marked parking spaces, adjacent streets, rest ential units, and indicate the linear feet from the event boundary to streets and residences.

P ROUTE MAP: For parades, runs, walks, and races on public streets or sidewalks: a map of the proposed route, route, start and finish points, direction of movement and proposed street closures including the specific lane(s) requiring closure.

SPECIFIC EVENT INFORMATION
YES NO
Will any equipment be used on the event site? (Examples: fence, tent, canopy, table, chair, stage, trash container, dumpster, booth, amplified sound system, musical instruments, carnival ride, parade float, portable toilet, etc..)
Will the event require the closure of any public street or traffic lane? Will there be any food and/or beverages prepared, sold, or served at the event? Will there be sales of any kind?
Will there be any activity connected to the event? (Examples: live animal display, parachute jump).

X Do you require any City services? (Examples: traffic control, tow zone, street barricades, electrical power, etc..)
If you answered NO to all of the questions in this section, you have completed this appI€cation. Sign the Declaration below, attach the Mandatory Site Diagram or Route Map and submit your application.

If you answered YES to ANY of the questions in this section, please complete the remainder of this application.

DECLARATION
As the authorized representative of the appl€cant, I hereby declare that:

1. The information contained in this application and attachment(s) is true, complete and to the best of my knowledge.

2. Applicant agrees to defend, indemnify and hold harmless City, its officers, agents and employees from and against any and all claims, demands, causes of action, or liabilities incurred by City, its officers, agents, or employees, arising from Applicant's acts or omissions under this Agreement or any act of omission of the Applicant's permission or invitation of Applicant, except as may arise from the negligence or willful misconduct of City, its officers, agents, contractors, or employees. In any action or claim against City in which Applicant is defending City, City shall have the right to approve legal counsel providing City's defense and such approval shall not be reasonably withheld.

3. Applicant has received and understands the information contained in the Special Events Guidelines and will adhere to required arrangements listed within these Guidelines.

4. Applicant will pay for actual costs of any City services provided for your event within 3G days from receipt of City invoice.

5. No copyrighted musical or visual arts composition shall be performed or played, weather amplified, televised, in the form of a mechanical recording or personal rendition, or otherwise in connection with any use of City property, unless the Applicant shall have first obtained all approvals and paid any license fee or other fee required by the copyright owner.

Without limitation of any other provision, Applicant's indemnification of City as set forth in a permit or authorization to conduct an event, shall include indemnifying and saving City harmless from and against any and all liability or responsibility whatsoever for any infringement of an/or other violation of the right of any such copyright owner under any copyright law.

6. Applicant will provide access to the City's Special Event recycling service provider at a level of service established by the Director of Environmental Services or his/her designee if the following conditions are met: the event occurs on a City street or on a City -ow rte, fa ility or public park and has an average daily attendance of at least 1,000 persons.

Signature \L,ia�� ,i / Date j
Print Name .� ,�C Title 4 A14 ML l afie&V"
Business Name [ eit{kl Y!al t 0/Willi Tel { CAt } tf 513Oi Email Sal,* Vc,:1It-tj K.niceotitovi curd 4arVc vl
For Private Property Event, a letter from the property owner (or an agent authorized by the owner) must be included with this application. The letter should be on company letterhead acknowledging their approval of the event, knowledge of the date, time and activities scheduled to take place. Contact information (address, email and phone) for this individual should be included in the letter.

Page -2 of 3

Page 299 of 519 ends

SPECIAL EVENT PERMIT APPLICATION - CITY OF BEAUMONT

ADDITIONAL EVENT INFORMATION
Equipment/ Source of Power
YES �/ No

1. 1� Will the event be fenced? Do you want the Cityto provide fencing? YES: NO:

2. ) Will there be parade floats?
r

3. \C Will there be a tent or canopy? If yes, date being erected: 0 / 1 Size(s): 4ox 24f4 .

5. Will electrical power be used. Do you want the City to provide electrical power? Yes: NO; X

6. W Will a generator be used?

7. K Will there be a stage? If yes, date being set up: 10 I Removal date: WI ( to B. %C Will heaters be used?. If yes, indicate heater type:

9. Will there be booths?. If yes, complete the following information:
# of sales booths: # of non -sales booths: Total booths:

Booth setup date: P 7--- Setup time: Booth removal dater 4 Removal time: i,(VW) Vendor arrival date: (0 Arrival: 0-10

10. Total tables that will be set up (outside of booths):

Food and Beverage
YES NO \, `
X, 11. /ti Will alcohol be sold or served? If yes, Beer? Wine? Other?

12. jc, Will there be food preparation?

13. X Will there be cooking booths?

14. Indicate all cooking methods: Electrical appliance: %C Liquid fuel device: Y Wood/Charcoal BB4: X Deep Fryer: Y
Sales
YES NO
15, k Will any items be sold?

16. Will vehicles be sold?

17. Are you requesting a Vendor Zone? Applicable to Downtown events only- this controls vendor carts around your event.

Traffic and Parking Control
YES NO

18. X Will you require a "No Parking" tow zone?

19. Will you require a traffic control officer?

20. Are you requesting that any public street or traffic lane be closed for your event? Miscellaneous Activities
YES NO

21. Will there be a circus or carnival?

22. y Will there be fireworks/pyrotechnics?

23. Y Will there be aircraft or a parachute jump?

24. 1 Will there be live animals?

25. X Will there be items that produce extra trash/litter ((flyers, box lunches, etc..)? Describe:

26. X Will there be any other type of activity not listed here? .

Describe:_COY ill Cal fAa,VILQ,j l tlAAAVIV. fttC OM Of, i4-0 r .ft1virt-eU Additional information describing above responses:

Page -3 of 3

Page 300 of 519 ends

,Special Events Insurance Requirements
Special events can include a variety of situations including but not limited to the use of City space for parties and other events or events occurring at the local parks.

REQUIREMENTS:

The Special Event Sponsor shall procure and maintain for the duration of the event insurance against claims for injuries to persons or damages to property which may arise from or in connection with the Special Event Sponsor's operation and use of the premises. The cost of such insurance shall be borne by the Special Event Sponsor.

Minimum scope of insurance
Coverage shall be at least as broad as:

1. Insurance Services Office Commercial General Liability coverage.

2. Workers' Compensation insurance as required by the State of California and Employers' Liability insurance (for Special Events Sponsors with Employees).

3. Property insurance against all risks of loss to any tenant improvements or betterments if any.

Minimum Limits oflnsurance:

Special Events Sponsor shall maintain limits no less than:

1. General Liability: $1,000,000 per occurrence per bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other from with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Workers' Compensation as required by the State of California.

3. Employers' Liability: $1,000,000 each accident. $1,000,000 policy limit bodily injury by disease, $1,000,000 each employee bodily injury by disease.

4. Property Insurance: Fu11 replacement cost with no coinsurance penalty provision.

Deductible and Self -Insured Retentions:

Any deductible or self -insured must be declared to and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such deductions or self -insured retentions or respect the City, its officers, officials, employees, and volunteer; or the Special Events.

Sponsors shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration and defense expenses.

Other Insurance Provisions:

1. The City of Beaumont, its officers, officials, employees, and volunteers are to be covered as insured with respect to liability arising out of ownership, maintenance, or use of that part of the premises leased to the Special Events Sponsor. 1

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2. The Special Events Sponsor's insurance coverage shall be primary insurance as respects the City of Beaumont, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Special Events Sponsor's insurance and shall not contribute with it.

3.Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled, except after thirty (30) days prior written notice has been provided to the City.

Acceptability oflnsurer:

Insurance is to be placed with insurer with a current A.M. Best's rating of no less than A: VII, Unless otherwise acceptable to the City. Exception may be made for the State Compensation Insurance Fund when not specifically rated.

Verification of Coverage:

Special Events Sponsor shall furnish the City with endorsements effecting coverage required by this clause.

The endorsements are to be signed by a person authorized by that Insurer to bind coverage on its behalf. All endorsements are to be received and approved by the City before the special events permit becomes effective. However, failure to do so shall not operate as a waiver of these insurance requirements. As an alternative to the City's forms, the Special Events Sponsor's insurer may provide completed copies of all required insurance policies, including endorsements affecting the coverage required by these specifications. Coverage shall be equal to that provided to the first named insured. Any limitations on coverage application only to the City shall not be acceptable.
2

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F/
4inch Non portable Wharf Head
Bathrooms 0�
20' EXI
Cornhole
Log
Saw
24' FIRE ACCESS
Bathrooms
3' (NOT IN US
24' FIRE ACCESS
0 4inch Non portable Wharf Head
E
24' FIRE ACCESS
wagon
empty
With
kegs
Beaumont Cherry Valley Recreation and Park District
Oktoberfest Event Layout
October 2 -4th
FIELD 1
SF: 118,706
Occupancy Load: 16,958
Required Egress: 85'
Actual Egress: 99'
9 Exits
E...-- I20KW Generator'
=Beer pouring trailers
Lj Food Vendor
Craft Vendor
Guest Entry
Stammtisch- (2) 8ft wooden tables with 8 chairs each
13' (NOT IN USE)I
6' EXIT
V4
24' FIRE ACCESS
P10
124' EXIT
0 0
I
Hay Pyramid
5x5
4x4
3x3
2x2
1x1
width: 15ft
depth: 7.5ft
height: 7.5ft
Hay Throne
erato
Generator
Spider Box
Power Cords
Existing Power
Fire Extinguisher
Exit into backstage
Exit into backstage area
P1-9 gates will have the following signage

1. No Smoking

2. No Alcohol Beyond this Point

3. Exit
P4 and V2 Gates will be open
throughout the event with a security
guard
All other gates will be closed and
unlocked with a crowd manager
P1 will be open but for EXIT ONLY
staffed with security guard

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From: Mickey Valdivia
Sent: Friday, August 29, 2025 8:31 AM
To: Gustavo Romo
Cc: Sarah Salzman ; Deidre Chatigny
; Jillian Fountain
Subject: Oktoberfest 2025 Special Event Permit
Good morning Gus,
We are respectfully requesting a one-time special event fee waiver for the 2025 Oktoberfest at Noble Creek Park (10/2 - 10/4/25). We will accompany this request with the full special event application no later than 10/7/2025. We appreciate the active partnership to bring these events to our deserving citizens in our region.

Respectfully,
Mickey Valdivia
General Manager
Beaumont -Cherry Valley Recreation & Park District
Phone: 951-845-9555
Fax: 951-845-9557
[email protected]

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BEAUMONT
-CALIFORNIA
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:
https://www.beaumontca.gov/29/City-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?
YES If yes, please identify the Council Member(s):

LINO

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 acti%n. It does however, preclude the identified Council Member(s) from participating in any actio s related to your proposal or application.

Date /ZD2-5-
gnature of au orized in
Len/R/7) //he
Company/Applicant Nalme
City of Beaumont l 550 E. 6th Street, Beaumont, CA 92223 I (951) 769-8520 I BeaumontCA.gov

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BEAUMONT
-C A L I F O R N A -
Staff Report
TO: City Council
FROM: Robert L. Vestal, Public Works Director
DATE: September 16, 2025
SUBJECT: Professional Services Agreement with Willdan Engineering (Contract No.

C25-82) and ERSC, Inc. (Contract No. C25-83)
Description: Award a Professional Services Agreement to Willdan Engineering and ERSC, Inc. for Public Works Plan Checking Services.

Background and Analysis:

Current Plan Checking Services
On October 3, 2023, City Council approved a Professional Services Agreement (PSA) for on -call plan checking and inspection services to NV5, Inc. A second consulting firm, Interwest, was also awarded an on -call contract by City Council on October 3, 2023.

However, Interwest did not agree to the terms of the PSA and did not sign the agreement; therefore, City staff did not engage in their services. Subsequently, NV5 became the sole plan check consultant for the Public Works Department.

On June 17, 2025, City Council approved the first amendment to NV5's contract to increase the annual compensation to three hundred and sixty-five thousand dollars ($365,000). This agreement expires in October of 2028. NV5 will remain as one of the City's plan check consultants.

Additional plan check consultants are needed to ensure the City is getting the most competitive and responsive services.

Proposed Plan Checking Services
On March 7, 2025, the City advertised a Request for Proposals using the Formal Bidding Procedure for additional contracts for Plan Checking Services. On March 27, 2025, eight (8) proposals were received. Each proposal was evaluated by a four -person panel consisting of members of the Public Works Department and the Building and Safety Department. The evaluations were based on the following criteria:

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• Understanding of Scope of Services (10%)
• Demonstrated Professional Skills and Credentials (20%) • Related Experience (25%)
• Approach to Performing Services (20%)
• Plan Check Turn Around Times (15%)
• Proposed Fees (10%)
Based on the proposal evaluations and scoring, Staff is making the following recommendations:

Award a professional services agreement to Willdan Engineering for Public Works plan checking services.

Award a professional services agreement to ERSC, Inc. for Public Works plan checking services.

These consultants demonstrated the most efficient approach, responsiveness, and ability to provide quality engineering services to the City. Staff believes that having multiple service providers will allow the City flexibility to meet the current plan checking needs as well as provide competitive, high -quality services. Work will be assigned as needed to any of the contracted consultants. If a consultant becomes overburdened or is not able to deliver their services, the City will have other options to use one of the other consultants. This also provides checks and balances on services provided.

Staff is recommending the award of professional services agreements for the duration of three (3) years, with an option to extend the contract for two additional one year extensions per the City's approved procurement practices. The City reserves the right to cancel these agreements without cause at any time.

Fiscal Impact:

The cost to prepare this staff report is estimated to be $350.

Funds for plan check services are provided by developer fees, private consultants, or contractors prior to assignment of any work in accordance with the fee schedule provided in the attached proposal.

Consultants have agreed to receive seventy-five percent (75%) of the fee collected for the respective plan check service.

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Recommended Action:

Approve the Agreement with Willdan Engineering for Public Works plan checking services for the period of September 16, 2025, through September 16, 2028, in an amount not to exceed $400,000 annually per fiscal year; and, Authorize the issuance of a Purchase Order to Willdan Engineering in the amount of $400,000 for Public Works plan checking services, and,
Approve the Agreement with ERSC, Inc. for Public Works plan checking services for the period of September 16, 2025, through September 16, 2028, in an amount not to exceed $400,000 annually per fiscal year; and,
Authorize the issuance of a Purchase Order to ERSC, Inc. in the amount of $400,000 for Public Works plan checking services.

Attachments:

A. Professional Services Agreement and Proposal — Willdan Engineering B. Professional Services Agreement and Proposal — ERSC, Inc.

C. Levine Act Statement — Willdan Engineering
D. Levine Act Statement — ERSC, Inc.

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C25-82

AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR

THIS AGREEMENT FOR PROFESSIONAL SERVICES BY INDEPENDENT CONTRACTOR is made and effective as of the 19th day of August 2025, by and between the CITY OF BEAUMONT ("CITY") whose address is 550 E. 6th Street, Beaumont, California 92223 and WILLDAN ENGINEERING ("CONTRACTOR"), whose address is 650 E. Hospitality Lane, Suite 400, San Bernardino, CA 92408.

RECITALS
This Agreement is entered into on the basis of the following facts, understandings and intentions of the parties to this Agreement:

A. The CITY desires to engage CONTRACTOR to provide Public Works Plan Check Services. Services shall be performed under the Professional Services Agreement.

B. The CITY published a Request for Proposals, using the Formal Bidding Procedure, on March 7, 2025; the Request for Proposal is attached hereto as Exhibit A; C. The CONTRACTOR responded to the Request on March 27, 2025; D. The CONTRACTOR has made a proposal ("Proposal") to the CITY to provide such professional services, which Proposal is attached hereto as Exhibit "B" and incorporated herein by this reference; and,
E. 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 three (3) years 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") as follows: Proposal per Exhibit "B". A11 Services shall be performed in the manner and according to the timeframe set forth in the Proposal. CONTRACTOR designates Ronald Stein as CONTRACTOR'S professional(s) responsible for overseeing the Services provided by CONTRACTOR.

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C25-82

3. Associates and Subcontractors. CONTRACTOR may, at CON1RACTOR'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.

4.01 CONTRACTOR shall be paid at the rates set forth in the Cost 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 a rate of seventy-five percent (75%) of total developer fees collected associated with plan checks assigned to CONTRACTOR and rates in accordance with those provided in the Proposal for plan check and surveying services, with a not to exceed amount of four hundred thousand dollars ($400,000) annually per fiscal year (July 01 -June 30).

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 (15th) 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 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:

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C25-82
City of Beaumont
Attn: Finance Department -Accounts Payable
[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 department/division; Agreement number (24-157), quantities; item descriptions, unit prices, extensions, sales/use tax if applicable, an invoice total, and any other information requested by the CITY.

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 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.

5.05 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 perfou►nance 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 3

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C25-82
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. I324a), and shall ensure that CONTRACTOR's employees are eligible to work in the United States.

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.

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 "C" 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 4

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C25-82
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 under such laws with respect to CITY, its employees, officials and agents.

6.04 Optional Insurance Coverage. Choose and check one: Required /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.

7. General Conditions pertaining to Insurance Coverage

7.04 Self-insurance does not comply with these insurance specifications.

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C25-82

8. Indemnification.

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.

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.

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C25-82
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.

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.

10. Termination of Agreement.

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.

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C25-82
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.

13. Miscellaneous Provisions.

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 8

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C25-82
policy.

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 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.

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C25-82
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:

CITY OF BEAUMONT
By:

Mike Lara, Mayor
Date:

ATTEST:

By:

Nicole Wheelwright, Deputy City Clerk
Date:

APPROVED AS TO FORM:

By:

John O. Pinkney, City Attorney
Date:

CONTRACTOR:

WILLDAN ENGINEERING
By: lJ
Print Name: 1 y40A) F_ PE r2
Title: ( Y@-cke,— p £ 1fnee -i
Date:

Q87e6f r.
10

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C25-82
EXHIBIT "A"

REQUEST FOR PROPOSAL
(insert behind this page)

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BEAUMONT
C A 1 I" OPNI A-
Website:
www.beaumontca.gov
Address:
550 E. 6th Street
Beaumont, CA 92223
Phone:
951.769.8520
Request for Proposals
for
Public Works Projects Plan Check
Services
Published: 3/07/25
Item
Dates
Questions in by:
5:00 P.M. PST
March 13, 2025
Answers posted by:
5:00 P.M. PST
March 20, 2025
Proposals due by:
11:00 A.M. PST
April 7, 2025
Contact:

Raveena Chara, Procurement Contract Specialist
550 E. 6th Street - Beaumont, California 92223
[email protected]
RFP Available
Planet Bids Portal at
https://vendors.planetbids.cam/portal/66785/bo/bo-search

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City of Beaumont
Request for Proposal

BEAUMONT
Public Works Projects Plan Check
Services
I. Introduction
The City of Beaumont ("City") requests written responses to a Request for Proposal (RFP) for selection of qualified firms ("Consultant") to provide Consulting Services for Public Works Projects Plan Check. All work, unless otherwise specified, shall be provided on an hourly basis, and completed to the satisfaction of the City within the time periods allocated, as mutually agreed to at the beginning of the assignment. Certain projects, if assigned, shall be performed pursuant to a "not -to -exceed" budget. For these projects, consultants shall prepare a detailed scope of work, a payment schedule, and a schedule of deliverables for review and approval by the City.

All work, unless otherwise specified, shall be provided on an hourly basis, and completed to the satisfaction of the City Council within the time periods allocated, as mutually agreed to at the beginning of the assignment. Certain projects, if assigned, shall be performed pursuant to a "not - to -exceed" budget. For these projects, consultants shall prepare a detailed scope of work, a payment schedule, and a schedule of deliverables for review and approval by the City Council.

All services provided by the Consultant shall be performed by individuals who meet the qualifications, education, and certification/licensing requirements for the position. The successful Consultant shall also have the resources to provide cost effective and timely services, including providing customer service to the City.

Responses must conform to the requirements of this Request for Proposal (RFP). The City reserves the right to waive any irregularity in any proposal, withdraw or amend this RFP or reject any proposal that does not comply with this RFP or City policies.

2. City of Beaumont
The City was incorporated in November 1912 and is located in the San Gorgonio Pass portion of western Riverside County. 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 of Beaumont is rated one of the safest cities in southern California. The City has its own police department. Fire and paramedic services are 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 population of approximately 55,000. 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 its quality of workforce with educational levels and technical skills. The community has also seen growth in its household income levels. As a result of this growth, the City must continue to provide residents with the quality of life they expect.

This involves expanding park and recreational amenities, maintaining a quality police force to keep pace with growth, construction of regional surface transportation projects, and perform O O O
1

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City of Beaumont
Request for Proposal
ti

BEAUMONT
Public Works Projects Plan Check
Services
economic development activities to diversify the city's tax base and increase employment opportunities in the region.

3. City Government
The Beaumont City Council is comprised of five Council members, each sharing equal voting powers on all items coming before the Council. Council members are elected to at -large positions for four-year terms, with elections held in November of even -numbered years. The City Council meets annually to select one of its members to serve as Mayor and another to serve as Mayor Pro Tern for one year but no more than two consecutive years.

The City Council provides legislative and policy direction to the City Manager, who implements their decisions to direct the activities of the City. The City Council responds to issues and concerns of the community by allocating resources, developing policies, and formulating strategies that support the vitality and economic viability of the City. All of their decisions must be made at public meetings.

The City Council appoints the City Manager and City Attorney and members of all advisory boards, commissions, and committees. The City Council also serves as the Board of Directors for the Beaumont Financing Authority, Beaumont Utility Authority, and the Beaumont Parking Authority.

4. Background
Founded at the turn of the 20th century, Beaumont is proud of its rich history and rural charm. The town served as a welcome "stopping -off point" for early travelers making their way from the Mohave desert to Los Angeles, and later for L.A. residents eager to vacation in Palm Springs.

Some, however, set down roots, drawn by the beautiful mountain vistas; clean, crisp air; and the abundance of cherry and apple orchards.

Beaumont provides the very best of rustic, rural beauty and charm, combined with the planned growth, abundant recreational opportunities, and rich community life offered by the finest Southern California cities. The progressive city of over 54,000 people, sits at 2,612 feet in elevation between Riverside and Palm Springs in the Inland Empire. The city operates 18 city - owned parks, including a 20 -acre sports park as well as an extensive trails system. The Beaumont School District, with 12 schools, has an outstanding reputation, and it ranks highly in the Pass Area. The city is rounded out with various local service clubs, a state-of-the-art community recreation center, a library, two four -star golf courses, and multiple churches.

The City interacts with numerous other government agencies, including but not limited to the California Department of Parks and Recreation, the California Department of Transportation, the County of Riverside, Riverside County Transportation Commission (RCTC), California Department of Housing and Community Development, the Federal Railroad Administration, the U.S. Economic Development Administration, and the U.S. Department of Justice. 2

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City of Beaumont
Request for Proposal

BEAUMONT
Public Works Projects Plan Check
Services

5. Scope of Sere ices
The Scope of Services is attached as Exhibit A. Consultant is to provide a scope and separate fee proposal for each Option noted. Consultant may suggest modifications to the proposed Scope of Services and shall expand the scope to include additional and/or optional tasks if deemed necessary to execute and facilitate services.

6. Additional Responsibilities
The Consultant shall be responsible for completing the specified services in accordance with the CITY's Professional Services Agreement (PSA) by Independent Contractor, a sample of which is attached (Exhibit B).

7. Term
The initial term of the agreement shall be for three (3) years from the commencement date. The agreement may be extended for two (2) optional two-year terms, made by mutual agreement in writing, based upon the same terms and conditions as the initial term. In no instance shall the total term exceed a maximum of seven (7) years. All fees should be fixed for the initial term.

S. 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.

Proposals 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. Proposers shall submit one copy of the proposal and one copy of the cost proposal on the planetbids portal, both proposals will need to be submitted separately.

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 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.

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City of Beaumont
Request for Proposal

BEAUMONT
Public Works Projects Plan Check
Services
C. 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 in Exhibit A- Scope of Services but required to obtain final approval, shall be included in the proposal as additional items for consideration. The fully recommended Scope of Services should be presented as an attachment to the proposal and shall be in a logical format that can be easily attached to the Professional Services Agreement (Exhibit B).

E. Schedule: Firm should present a schedule that details the timing and sequence of project tasks and deliverables leading up to and after the concert.

F.Communication: 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.

G. 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.

H. Location: Location of the principal office that will be responsible for the implementation of this contract.
4

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City of Beaumont
Request for Proposal
BEAUM©NT
k N A
Public Works Projects Plan Check
Services
I. Key Personnel: Provide a summary description of the key personnel, their roles and responsibilities, and their relevant experience. The proposal must name a project manager. In addition to this summary, full resumes should be provided.

J. References: at least three (3) references from previous cities, counties or other agencies for similar work completed within the last five (5) years, which include: name, address, contact person and phone number for the agency, length of time services were provided, staff assigned to each project by your firm, and a description of the services provided. All submitted materials shall become the property of the City of Beaumont.

K. Cost proposal (including hourly rate) shall be submitted in a separate sealed envelope. This should include a not to exceed fee amount, fee schedule and hourly billable costs for the options discussed in Exhibit A- Scope of Services.

L. Any other information which should be considered, such as any special services or customer service philosophy, which define your firm's practice.

M. The firm will be required to maintain an active City of Beaumont Business License and professional liability insurance including general 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 license and insurance will be in force at time of contract execution.

9. Submittal
All questions or requests for clarifications regarding this RFP shall be submitted on Planetbids by 5:00 p.m. PST March 13, 2025. Responses to all questions will be posted on the same website to allow all users to review the City's responses to all questions within one (1) week of the question due date.
*DUE DATE FOR QUESTIONS IS MARCH 13, 2025, BY 5:00 P.M.* Submit one (1) digital color copy of proposal and one (1) digital copy of the cost proposal in PDF format on Planetbids in accordance with the bid submission deadline, which is 11:00 A.M. PST on April 7, 2025. Proposal must be titled "Proposal for City of Beaumont Public Works plan check services", and Cost proposal must be titled "Cost Proposal for City of Beaumont Public Works plan check services"
*DUE DATE FOR PROPOSALS IS APRIL 7, 2025, BY 11:00 A.M.* By proposing on this project, you are indicating that you agree to all terms and conditions of the City's Professional Services Agreement, which is attached to this RFP as Exhibit A. 5

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City of Beaumont
Request for Proposal

BEAUMOMT
Public Works Projects Plan Check
Services
No RFC or questions will be accepted after 5:00 p.m. on March 13, 2025. All RFC responses will be posted on the CITY's Planet Bids Portal a week after due date.

If prior to the date fixed for submission of Proposals, a prospective Company discovers any ambiguity, conflict, discrepancy, omission or other errors in this RFP or any of its appendices, exhibits or attachments, the Company shall immediately notify the City of such error in writing and request modification or clarification of the document. Modifications shall be made by written Addenda to the RFP.

If a Company fails to notify the City, prior to the date fixed for submissions of Proposals, of an error in the RFP known to the Company, or an error that reasonably should have been known to the Company, the Company shall submit its Proposal at its own risk, and if the Company is awarded a Contract, it shall not be entitled to additional compensation or time by reason of the error or its later correction.

All communications regarding technical, scope, and/or project related questions and requests for clarifications, changes, exceptions, and deviations to the terms and conditions set forth in this RFP shall be submitted via "Q&A" through the City's Electronic Bidding System, Planetbids, before the deadline and according to these specifications herein. Any and all other bidding communications shall only be with Raveena Chara, Procurement Contract Specialist, [email protected]
The Final day for receipt of questions from the Proposer shall be on or before the due date indicated in the RFP event schedule section below. To ensure fairness and avoid misunderstandings, all communications must be in written format and submitted only in the format set forth above. Any verbal communications will not be considered or responded to. All questions received by the due date will be logged and reviewed.

No postmarked proposals will be accepted. Once submitted, proposals cannot be altered without prior written consent of the City. The prospective bidder assumes sole responsibility for submitting a complete bid proposal in response to this RFP. No special consideration will be given after bid proposals are opened due to a bidder's failure to comply with all requirements of the RFP.

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 30 pages, using a minimum 12- point font size.

CONTACT WITH ANY CITY EMPLOYEE OTHER THAN THE CONTACT NAMED IS

STRICTLY PROHIBITED AND WILL BE CAUSE FOR DISQUALIFICATION OF THE PROPOSAL.
6

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City of Beaumont
Request for Proposal
BEAUM0NT
Public Works Projects Plan Check
Services
Event
Date
RFP Issued
March 7, 2025
RFC/ Questions Due
Thursday, March 13, 2.025 @ 5:00
Proposals Due
Monday, April 7, 2025 @ 11:00
Interviews (if required)
TBD
Award Date
TBD
111. Confidentiality
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 records 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.

11. Amendments to Request for Proposals
The City reserves the right to amend the RFP by addendum prior to the final proposal submittal date.
1 ?. Cite 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 trustees 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.

A11 property rights, including publication rights of all reports produced by respondents in connection with services performed under this agreement will be vested in the City. In addition, respondents will not publish or release any of the results of its examination without the express written permission of the City. 7

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City of Beaumont
Request for Proposal
Public Works Projects Plan Check
Services
Responses must be submitted no later than the date and time stated on this RFP. Responses shall be reviewed and rated as set forth in the Selection Process section of this RFP. The City will then determine which firm best meets the City's requirements.

During the evaluation process, the City reserves the right (where it may serve the City's best interest) to request additional information or clarification from respondents. At the discretion of the City, firms submitting proposals may be requested to make oral presentations as part of the evaluation process.

The City reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether the proposal was selected. Submission of a proposal indicates acceptance by the firm of the conditions contained in this Request for Proposals, unless clearly and specifically noted in the proposal as submitted and confirmed in the contract between the City and the firm selected.

The City reserves the right to negotiate final pricing with the most qualified firm.

The City's standard Professional Services Agreement is included as Exhibit A. Upon award of the contract, it is expected that the successful proposer will accept the Agreement terms and conditions "as is" without modification. Any contract modifications are to be stated upfront, at the time of submittal.

The proposer shall furnish the City with such additional information as the City may reasonably require. i3. Conflict of Interest
The Trustee 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 trustee shall also list current clients who may have a financial interest in the outcome of this contract.
8

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City of Beaumont
Request for Proposal

BEAUMONT
Public Works Projects Plan Check
Services

14. Proposal Evaluation/Selection
The City intends to engage the most qualified trustee available that demonstrates a thorough understanding of the City's needs. Nevertheless, the City reserves the right to make awards to multiple contractors in response to this RFP depending on services offered by each qualified contractor and to make an award to any qualified contractor for a particular service based on evaluation of each of the proposals.

City staff will use the following criteria to evaluate the proposals:

Criteria & Scoring
Points
Understanding of the Scope of Services
10 Demonstrated professional skills and credentials
20 Related Experience
25 Approach to performing this type of service
_
20 Plan Check Turnaround Time(s)
15 Proposed Fee(s)
10 Total
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.

CONTACT WITH ANY CITY EMPLOYEE OTHER THAN THE CONTACT NAMED IS

STRICTLY PROHIBITED AND WILL BE CAUSE FOR DISQUALIFICATION OF THE PROPOSAL.

Attachments
A. Exhibit A- Proposed Scope of Services
B. Exhibit B- Professional Services Agreement (PSA)
9

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C25-82
EXHIBIT "B"

VENDOR'S PROPOSAL
(insert behind this page)

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CITY OF BEAUMONT

CALIFORNIA
Proposal
Public Works Plan Check Services
April 7, 2025
Direct Contact:

Ronald Stein
Project Manager
714.204.9257
[email protected]

11.111 1.,. llfltt�
ANIL
4 1
for--; City of Beaumont
"stor�ic sal Tmotea' Ca

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1I�W I LLDAN
rk Table of Contents
A. Cover Letter 1
B. Introduction/Information 4
Introduction/ Understanding Statement 4
C. Scope of Services 6
Tasks, Sub -Tasks, And Deliverables 6
Deliverables 10
Any Additional Items Not Mentioned In Exhibit A 10
D. Approach 10
Detailed Work Plan 10
Project Schedule 12
E. Schedule 12
F. Communication 12
G. Firm Profile 15
H. Location . 15
L Key Personnel 15
Description of Key Personnel 15
Project Manager 17
Resumes 18
J. References & Similar Experience 18
Current and Past Clients/Projects in the Inland Empire 19 K. Cost proposal (including hourly rate) 21
Not to Exceed Fee Amount 21
Hourly Rates 21
L. Any Other Information 21
Staff/Client Relationships 21
M. City of Beaumont Business License 21
Appendix: Key Staff Resumes 21
909.386.0200 1800.789.7517 r Fax: 909.888.5107 d 650 E. Hospitality Lane, Suite 400, San Bernardino. CA 92408-3586V' www.willdan.conn

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W'wi LLDAN
A. Cover Letter
April 7, 2025
Raveena Chara, Procurement Contract Specialist
550 E. 6th Street
Beaumont, California 92223
Via PlanetBids
SUBJECT: Proposal for City of Beaumont Public Works Plan Check Services Dear Raveena Chara:

The City of Beaumont (City) is seeking qualified firms to provide Consulting Services for Public Works Projects Plan Check. Willdan Engineering (Willdan) provides all aspects of municipal and infrastructure engineering, including consulting engineering, planning, construction management, municipal financing, energy conservation, and building and safety services. The following strengths set us apart from the competition and make us the best -qualified team for this assignment:
■ Quick Turnaround Times. Willdan has a reputation for providing quality and accurate plan review in a timely manner. We understand that time is of critical importance to the City and to the development community. We are dedicated to meeting all deadlines, expedited or not and take pride in our ability to do so in all our current contracts. • No Learning Curve. Willdan has been providing services to local agencies in Riverside, Orange, San Bernardino, and Los Angeles Counties for more than 60 years. Our staff has hands-on working knowledge and direct experience implementing County and City standards. To name other cities in Riverside County, we have worked in Lake Elsinore and La Quinta. Willdan has extensive experience providing a complete range of professional services to local agencies on both on -call and project -specific basis.
■ Experienced Project Manager. We are pleased to offer the services of Mr. Ronald Stein, PE as our proposed Project Manager. Ron Stein possesses over 13 years of engineering expertise in land development design and development services and presently serves as a Project Manager for Orange County Expedited Review services and for similar assignments with the Cities of Lake Elsinore, La Habra, and Rialto. He has led land development engineering teams engaged in the design of projects encompassing all aspects of the City's scope of work. Ron Stein's experience in both the private sector as a land development project manager and on the public works side as a development services manager taking projects from entitlement to permitting allows him to see the project from both perspectives.
• Industry Leader in Electronic Plan Review. Willdan is known throughout the industry as a leader in electronic plan review. Willdan developed an electronic plan review system more than 20 years ago and has remained at the forefront of electronic plan review 909.386.0200 q 800.789.7517 I Fax: 909.888.5107 1 650 E. Hospitality Lane. Suite 400. San Bernardino. CA 92408-35861 www.willdan.com

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software usage. We are proficient in the use of Bluebeam and other software programs required to perform reviews.

On the pages that follow, our proposal format has been organized to include the following evaluation information:

Evaluation Criteria
Understanding of the Scope of
Services
Evaluation Criteria Fulfillment by Willdan
Demonstrated Professional
Skills and Credentials
Related Experience
Approach to Performing this
Type of Service
Plan Check Turnaround Time(s)
Proposed Fee(s)
✓ Willdan can provide all required services requested in- house and has done so for over 90% of California Inland Empire Cities. See Section C. Scope of Services.
✓ Willdan and our Technicians all possess directly related experience in performing the requested services. See
Section I. Key Personnel.
✓ The references will demonstrate how Willdan is able to meet and/or exceed the requirements outlined in the
Scope of Services. See Section J. References.
✓ Willdan prides itself in providing the highest quality of services and our proposed Technicians offer efficiency
and savings to the City. See Section D. Approach.
✓ Willdan understands the importance of meeting
deadlines and has used the same proposed schedule
successfully with agencies. See Section E. Schedule.
✓ Our rates are comparable to industry standards. See
the separate submittal of Section K. Cost Proposal.

Willdan acknowledges Addendum #1, which was issued March 19, 2025. Willdan constitutes certification that we comply with nondiscrimination requirements of the State and Federal Government.

The undersigned is authorized to bind the contract with the City. We appreciate the opportunity to submit this statement and look forward to discussing our experience and qualifications with City leaders. If there are any questions, please Ronald Stein, PE, ENV SP, QSD, proposed Project Manager, directly by calling (714) 204-9257or by email at [email protected].

Respectfully submitted,

WILLDAN ENGINEERING
yrone Peter, PE
Director of Engineering
Project Manager
Ronald Stein, PE
(714) 204-9257
[email protected]
Comprehensive. Innovative. Trusted.

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v✓

BEAUMONT

BEAUMONT
550 E. 6th Street
Phone 951) 572-3236
BeaumontCa.gov
City of Beaumont
Addendum 41
RFP: PLAN CHECK SERVICES FOR PUBLIC WORKS PROJECTS
Question, & �IISv ers

1. Is this solicitation requesting Inspection Services in addition to Plan Check services? A' No

2. Fee is noted to be time and materials with the exception of certain projects. Would the City be able to share the types of projects that would not be subject to time and materials fees?
Please see attached City's Fee Schedule

3. Is the Exhibit A - Professional Services Agreement a sample agreement or an accurate representation of the final agreement? If it's accurate, is the stated NTE amount of $196,860 the contract value for this project?
This is a sample agreement, no cost for this agreement has been determined as of yet. We are expecting the proposers to provide competitive pricing for us to determine the agreement amount. Please note, in order to reduce confusion an updated PSA has been uploaded that does not have any amounts.

Acknowledgement of Addendum #1 (To be included with proposal) 4/7/2025 _
6 -Signature Date
Tyrone Peter, PE
Print Name
1/28/2025
Comprehensive. Innovative. Trusted. VS(

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B. Introduction/Information
Introduction/ Understanding Statement
Willdan has historically concentrated our efforts in public works engineering for cities, counties, and special districts. Since 1964, we have evolved into a professional consulting firm offering a broad array of services that provide a comprehensive and integrated approach to our clients' needs. Willdan possesses expertise in most facets of the public sector marketplace. The varied experience and background of our staff experience is an added value of our services. No other firm matches Willdan's combined breadth of directly relevant technical and operational expertise and depth of experience. Willdan's corporate -wide capabilities include a full range of civil and structural engineering, land planning, financial and economic consulting, geology and geotechnical engineering, environmental health and safety, homeland security, and energy efficiency solutions consulting services. We provide professional services in all phases of City activities from project development, grant funding application assistance and administration, site analysis, and conceptual development to final design, construction management, observation, and project close-out.

Any Sub -Consultant: Willdan will be conducting the services in-house, and will not require any sub -consultant.

Land Development Plan Review Services: Willdan provides engineering plan review services for a variety of land development projects. The work encompasses review of improvement plans, including street plans, traffic signal plans, striping plans, drainage plans, roadway, sewer, water, grading plans, erosion and sediment control plans and storm water quality, and OWQMP. The Engineering review is done by licensed civil engineers, with support from technical staff. Our civil engineers draw from their municipal expertise to coordinate the land development review such that all agency conditions of approval, regulatory permitting, engineering standards and policies are complied with and also that good engineering practices are followed in general.

This includes performing a project site visit, review, and application of information from the soils, geologic and seismic reports, fire flow calculations, sewer reports, mapping and related documents, easements, cost estimates and planning documents such as approved site plans and conditions of approval. The Willdan team is adept at coordinating a complete land development review from project inception and conditioning through approval and permitting and also final as built and acceptance procedures.

Willdan specializes in entitlement reviews and ensures to coordinate with all Departments to help properly set any conditions of approval. We take pride in our ability to coordinate with all departments to ensure holistic reviews of entitlement applications to ensure the conditions are tailored well to specific projects and comply with any of the City's master planned facilities.

Proposal for City of Beaumont Public Works
Plan Check Services

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The Sample Plan Check Scope of Services of work that
may be required with each plan review assignment is
intended only as a guide.

Willdan is noted for open lines of communication and
flexibility in providing plan review services. We can
provide reviews of hard copy or electronic
documents. Coordination of all plan reviews will be
through Project Manager Ron Stein. We understand
that site visits may be required to the project
locations and when so conducted, photographs will
be taken and documented in the project file.

It is expected that plan checks should not exceed four
(4) total plan checks which includes three (3) plan
reviews and one (1) final myiar review for approval if
required by the City.

City Engineering Services: Willdan's City Engineering
Division performs general engineering services for
many cities in California and Arizona. We specialize in preparing Capital Improvement Programs, annual
budgets, assisting in grant writing and funding
applications, and researching infrastructure for GASB
34 statement evaluation. Our city engineering staff
also provides recommendations throughout the
entitlement phase to set conditions of approval for new developments and for the implementation of National Pollutant Discharge Elimination System (NPDES) and Americans with Disabilities Act (ADA) requirements. Willdan will review preliminary site plans, H&H reports and Preliminary WQMP's to ensure they are consistent with the City's General Plan and that the Developer's are placing quality development for the enhancement of the community.

Engineering and Subdivision Map Checking Services: Willdan currently provides professional subdivision map and engineering plan check services for numerous cities and counties in the state. Our firm was established in 1964 as a consulting firm primarily to municipalities offering a variety of services from entitlement through final permits. Today, our focus remains assisting both cities and counties with all aspects of municipal engineering, building and safety, planning, transportation, and landscape architecture services.

Our staff, while highly trained, are provided with the technical support and expertise of engineers and professional staff of the entire company. Their specific area of expertise provides Willdan with depth that only a large firm can provide. As such, Willdan has developed a Quality Assurance Manual on Subdivision Map and Document checking which includes procedures, requirements and checklists for map and document reviews. This manual has proven helpful in assisting developers and engineers on required subdivision map submittals. Our plan check staff tt�
Grading Plans
Erosion and Sediment Control
Plans
Soils Report Reviews
Sewer Improvement Plans
Water Improvement Plans
Landscape and Irrigation Plans
Hydrology/Hydraulics Reports
& Storm Drain Plans
Street Improvement Plans
Traffic Signal Plans, Signing &
Striping, Street Lighting Plans
Traffic Studies
Parcel/Tract Maps, Lot
Mergers, Easements, Lot Line
Adjustments, Survey
Water Quality Management
Plans
Storm Water Pollution Tv
Prevention Plans
w
Proposal for City of Beaumont Public Works
Plan Check Services

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also attend seminars and workshops to stay current with current standards such as the subdivision map act.

Easement documents, lot line adjustments, dedications, vacations, parcel, and tract maps are checked by or the check overseen by a Licensed Land Surveyor to assure compliance with applicable provision of the Subdivision Map Act, City ordinances, and other conditions of approval and requirements. Willdan can also prepare legal descriptions and plats for easements or rights of way for City projects.

C. Scope of Services
Tasks, Sub -Tasks, And Deliverables
Task Type
Entitlement
Review
Role of Willdan and City Staff
Parcel/Tract
Maps, Lot
Mergers,
Easements,
Lot Line
Adjustments,
Survey, R/W,
Legal
Descriptions
and Plats
v✓
Grading Plans
Willdan shall review project "Development Review Request" and prepare suggested Code Requirements and Conditions of Approval for City staff, Planning Commission and /or City Council approval.

Willdan's review of easement documents, lot line adjustments, dedications, vacations, quitclaims, Parcel and Tract Maps shall be by or under the direction of a Licensed Land Surveyor to assure compliance with applicable provisions of the Subdivision Map Act, County ordinances, and other conditions of approval and requirements. There will be detailed checks made, including, but not limited to, review of survey documentation and title reports, lot and boundary closures, dedication and easement provisions, legal descriptions, completeness, and accuracy of data notation, and necessary certifications of City and County staff. If required, Willdan can sign maps in the capacity of the City Surveyor. r--11 Willdan will perform grading and site accessibility plan review for r ; projects constructed in the City for conformance with City codes and ' 'r" ordinances, including the City grading code and manual, California Building Codes related to site accessibility, or consistent with the City's Drainage design policies.

Willdan's staff assigned to City projects has a thorough knowledge of civil engineering principles and practices and site improvement design requirements. All plan reviews are completed using City -established policies and procedures. We will utilize the City's grading plan checklist as applicable.

Willdan will ensure plans meet applicable codes and ordinances upon completion of plan reviews, evaluation of the engineers cost estimate, and final recommendation on the bond amount and permit fees.

Proposal for City of Beaumont Public Works
Plan Check Services

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Task Type
Role of Willdan and City Staff
Street improvement plans will be checked under the direct supervision of a registered civil engineer. Specifically. As applicable, we will perform our work in general accordance with the following:
■ Check plans for compliance with general design criteria established by the City standards for streets, curbs, gutters, sidewalks, streetlights, drive approaches, storm drain and flood control systems, underground wet utilities, traffic signals, and signing and striping, City and County standards, design guidelines and check grading, street and storm drain plans for conformance with the street improvement plans.

Street ■ Check street improvement plans for compliance with City conditions Improvements of approval and the approved tentative map. ■ Check street improvement plans and plans against easement documents, record maps, and right-of-way documents; and determine the need for permanent easements, additional right-of-way, or temporary easements.
■ Review pavement design for consistency with the recommendations of the soils engineer.

Review hydrology/hydraulic study against the storm drain plans, including street capacities, HGLs, velocities, inlet or outlet control, and other hydraulic factors.

Sewer
Improvement
Plans
Sewer Improvement Plans will be checked under the direct : SEWER: supervision of a registered engineer. As applicable, we will perform our work in general accordance with the following:
■ Review general notes, title blockbenchmark data, quantities, unit costs, vicinity map, index map, and other general requirements. ■ Check plans for compliance with general design criteria established by the City standards for underground wet utilities.
■ Check data shown on plans for consistency.
■ Review available sewer study against the sewer improvement plans. ■ Check to ensure that plans reflect all required improvements, as shown on the approved tentative map and subdivision resolution. ■ Review proposed sewer plans for conformance with the City's approved master plan of sewers.
■ Review the proposed improvements for constructability Willdan will review associated erosion and sediment control plans in accordance with City, County and State Regional Water Quality Erosion and Control Board requirements. Willdan staff has experience with the Sediment preparation of erosion and sediment control plans for the associated grading Control and drainage improvement plans and, therefore, a working knowledge of the design requirements and implementation of appropriate BMPs selection and design.
v✓
Proposal for City of Beaumont Public Works
Plan Checl: Services

Page 339 of 519 ends

Task Type
Role of Willdan and City Staff
Water Improvement Plans will be checked under the direct - supervision of a registered civil engineer. As applicable, we will perform our work in general accordance with the following:
■ Review general notes, title block, signature block, benchmark data, quantities, vicinity map, index map, and other general requirements.

Water ■ Check plans for compliance with general design criteria established by Improvement the City standards underground wet utilities.

Plans • Check to ensure that plans reflect all required improvements on the approved tentative map and in the subdivision resolution. • Review available water study/report against the water plans. ■ Review proposed water plans against City's approved master plan. • Review the proposed improvements for constructability Landscaping
and Irrigation
..--i.„'";-•,
Landscaping and Irrigations Plans will be checked under the direct supervision of a registered landscape architect. As applicable, we will perform our work in general accordance with the following:
• Review for compliance with City's WELO, including all calculations and other technical information and reports
■ Review for compliance with City landscape standards, water purveyor standards, design guidelines, and City conditions of approval • Review for compliance with sound landscaping practices such as planting palette suitability and placement and irrigation designReview the proposed improvements for constructability
v✓
Water Quality
Management
All new development and significant redevelopment projects are required to incorporate Low Impact Development (LID) Best Management Practices to the maximum extent possible. The intent of these requirements is to reduce the discharge of pollutants to receiving waters. These are the results of federal and state regulations and provide implementation plans to protect water quality. Willdan will review the WQMP submitted by applicants to ensure compliance with the requirements.

Proposal for City of Beaumont Public Works
Plan Check Services

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Task Type
Role of Willdan and City Staff
Hydrology/
Hydraulics
Reports &
Storm Drain
Hydrology/Hydraulics Reports and Storm Drain Plans will be checked under the direct supervision of a registered civil engineer. We will perform our work in general accordance with the following:
■ Check the H/H report for compliance with City and County standards and design guidelines.
■ Check grading, street, and storm drain plans for conformance with the H/H report.
■ Check the H/H report for compliance with City conditions of approval and the approved tentative map.
■ Check for any diversion of flows from their historic patterns. ■ Check for any adverse effect of drainage on down -stream properties. ■ Review general notes, title block, signature block, benchmark data, quantities, unit costs, vicinity map, index map, and other general requirements.
■ Review hydrology/hydraulic study against the storm drain plans, including street capacities, HGLs, velocities, inlet or outlet control, and other hydraulic factors.
■ Review proposed storm drain plans for conformance with the City's approved master plan of drainage.
■ Review the proposed improvements for constructability Traffic Signal
Plans, Signing
& Striping,
Street Lighting
Plans and
Construction
Detour
Traffic engineering design plans will be checked under the direction of a state -registered Traffic Engineer. Willdan's plan review staff has the capability to review traffic design plans, including, but not necessarily be limited to, traffic signals, signing and striping, street lighting, temporary traffic control and construction detours, flashing beacons, EV charging stations, pedestrian and bicycle facilities, and circulation plans. As needed, Willdan's plan review staff can also review and prepare comments on documents, such as traffic studies related to a development project. As applicable, we will perform our work in general accordance with the following:
■ Check design plans for compliance with general design criteria established by the City standards .
■ Check design plans for compliance with City and/or County standards, Caltrans standard plans, and California Manual on Uniform Traffic Control Devices (CA MUTCD).
■ Check design plans to ensure all improvements are shown, as required by the City's conditions of approval and general plan requirements.

Traffic Studies
Traffic studies including Traffic Impact Analysis, Parking Demand, Traffic Circulation, Traffic Signal Warrant, Street Lighting Photometrics will be checked under the direct supervision of a registered Traffic Engineer.
v�
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Deliverables
Willdan will review the project materials received and record the review comments on a comments matrix for each permit and provide appropriate red -lined notations on the reviewed documents. Willdan reviewers have been trained to provide clear and concise comments that have specific standard references to avoid any confusion, Any Additional Items Not Mentioned In Exhibit A
We understand that in addition to plan checking service the City may request additional services to be provided. As we serve directly in City offices, we are keenly aware of how City Capital Improvement Plan and design projects are planned, designed, and constructed. The services that we provide to clients on a routine basis include Civil Engineering, Traffic Engineering, Survey/Mapping/Right-of-Way Engineering, Structural Engineering, Pavement Engineering, Stormwater Engineering, Geotechnical Engineering, Landscape Architecture, Construction Management/Inspection, Utility Coordination and Permitting, Environmental Compliance and Permitting, Grant Funding, and Labor Compliance Management and Oversight.

D. Approach
Detailed Work Plan
It is expected that plan checks should not exceed four (4) total plan checks which includes three (3) plan reviews and one (1) final electronic mylar review for approval. Willdan's approach to the plan review process is shown in the flow chart below and as follows:

City notifies
Willdan of
plan review
assignment
© Willdan
coordinates
receipt of
documents
a
Documents
received and
logged in
o
Documents
distributed to
discipline
leaders
Initial review of
documents to
observe
completeness/
critical errors
• Submittal
complete
• No critical
errors
• Continue
with review
■ Submittal
incomplete
or with
critical errors
■ Notify city
Notify City and
coordinate
with them to
determine if
review should
continue
City directs
Willdan to
continue 1
with the
review.
wil dan
performs the
plan review
willdan
creates plan
review
comment
letter
Willdan
electronically
files reviewed
documents
Willdan
returns plan
review to the
City
Process Items 1 through 4: Once Willdan receives notice of a plan review assignment, we coordinate delivery of the project documents, log them into the tracking system and distribute to the discipline leaders..
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Process Item 5: The documents are given a preliminary review for completeness, thus ensuring materials required for review are present. The plans are then assigned an internal project task tracking number. Once the project receives a task tracking number, the Project Manager assigns the various documents to the appropriate staff for review.

Process Items 5a through 6b: Our professionals perform a preliminary review of the plans to gain knowledge of the site and the improvements and to determine any substantial errors or omissions such as obvious utility conflicts. These can become critical issues that necessitate substantial redesign. If critical issues are noted, they will be brought to the attention of the City to determine if the review should continue or be suspended pending the redesign required.

Process Item 7: Saving review time saves time for the developer, which is paramount to a project schedule. Once a plan check is determined complete for further review, the reviewers review the documents electronically and provide comments in an electronic format acceptable to the City.

Process Item 8: At the completion of the plan review, a review comment letter will be created which summarized the comments from all disciplines reviewed.

Process Item 9: Electronic plan review allows for ideal record keeping of documents reviewed.

Willdan will file all documents reviewed electronically and make them available to others as requested by the City.

Process Item 10: At the completion of the plan review, the review documents and comment letter will be electronically delivered applicant with appropriate City Staff copied.

Willdan provides all administrative, professional, and other technical resources necessary to review designs for completeness and correctness without the need for subconsultants.

Willdan has been providing plan review services
electronically for 20 years. The electronic plan review process is a web -based program utilizing software that enables a plan reviewer to insert annotations (comments) on plans and create issues (comments) within a letter e ; format. Services are provided at the request of the jiiimige■s --iemeet"" applicant or the agency we serve. Submittals can be
accepted either in hard copy, whereby Willdan converts the plans to electronic format, or electronic copy in a PDF or TIF format. Willdan will review plans and can transmit the electronic redlined plans back to the applicant or the City as directed, in either electronic or hard -copy format. The reviewers can create a comment letter with links to the electronic project pages under review. All administrative tools are provided for correspondence, tracking, stepping through stages, and administering all access privileges. This service allows for collaboration between the City, designer, and plans examiner to facilitate a complete understanding of plan review comments and can reduce shipping, printing, and time for the plan review.

Willdan will utilize electronic plan reviews to help streamline the review process via the use of Bluebeam. Multi -discipline reviews can utilize a Bluebeam Studio Session. These sessions allow all reviewers to markup the plan set as one cohesive team. All comments are seen by the w
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whole team allowing immediate input and feedback between disciplines as if they are marking up the plans over the same table.

Several of our clients use permit tracking software such as LMS, Accela or Energov and we are proficient in the use of those software platforms as well and our portal is able to work as a supplement to the City's existing Accela software if needed. We will coordinate our review services with the City's permit tracking system.

Project Schedule
Willdan understands that timelines are of the essence when reviewing development projects.

From our past experience we have learned that having a standardized schedule streamlines the plan check process and manages developer expectations. We are proposing to have a standard schedule for all reviews to show simplicity in the process and alleviate any undue burden of adjusting the schedule for all types of reviews.

E. Schedule
The below schedule has been proven to work properly with a variety of agencies. Expedited reviews can be done for a fee of 1.5 times the regular plan review cost, which is outlined in the separate Fee Proposal. Here are the standard review timelines proposed for this contract.

Regular Plan Review
Fifteen (15) working days for the 1st plan check
Ten (10) working days for subsequent plan
checks for the review and return of all
documents
Expedited Plan Review
Ten (10) working days for 1st plan
check
Five (5) working days for subsequent
plan checks
In rare situations where larger, more complex projects are encountered, additional review time may be required but only with prior approval from the appropriate City staff as this is the exception. Willdan has the ability to ramp up resources as necessary to expedite a project that the City deems a high priority to help meet any specific project milestones when needed.

F. Communication
Willdan is noted for open lines of communication and flexibility in providing plan review services. We can provide reviews of hard copy or electronic documents. Coordination of all plan reviews will be through Mr. Stein. We understand that site visits may be required to the project locations and when so conducted, photographs will be taken and documented in the project file.

Willdan's approach to facilitating the plan check process includes specific measures to not only meet but exceed client expectations as follows:
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O Timely
technical
reviews of
complete plans
and reports to
help control cost
and meet
schedules. This
avoids delays and
added costs that
result in incorrect
review package
submittals.
eRecord
keeping utilizing
in-house tracking
software, digital
files, plan check
mark-ups and
reference
materials while
logged in the City
tracking system is
part of our
facilitating
process.

Communication
between the plan
reviewer(s) and
the Engineer of
Record facilitates
issue resolution
and will be done
through phone
calls, e -mails, awl"
tele-conference
meetings to
facilitate reviews.

Keeping
the City and
others informed
through CCs of
Review Matrix,
emails, phone
calls, tracking
logs, and City
tracking system
will be given
priority by our
team members.

Outline of Quality Assurance (QA) Program
Many of the Willdan Team members have performed plan and document review services for cities relative to public facilities and building development in the past decade and are doing so currently.

In accomplishing development application/permit reviews, our team members have developed a proven approach to the plan review process that includes organization and documentation, matching staff to assignments and partnering with appropriate sub -consultants (when needed), applicant's consultants, and the client agency to help deliver a successful project. A successful project application review begins with the submittal of a complete improvement plan review package of relevant materials, including the project conditions of approval or compliance matrices, required regulatory submittals, all related improvement design plans, along with the accompanying subdivision maps and technical reports to the City offices. (It is vital that the submittal packages received are complete and contain all of the necessary reference materials to facilitate a thorough and timely plan/document review).

Once a complete project review package of materials is assigned to our Willdan team members, we will promptly undertake the review process. If incomplete submittals are received, the City will be notified immediately to avoid wasting review time and fees. Notations of incomplete submittals will be done by listing identified submittal deficiencies for the involved parties' reference and use. Once the submittal content is complete, checking will be resumed. At that point, we will do our best to keep the resumed plan review process on the revised time track. v✓
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Willdan's Project Manager will be the first point of contact in our review team for each submittal and correspondence. Other submittal review recipients will be established and contacted during the submittal review, as necessary. This step will be part of expediting the assigned project distribution and return for best effectiveness.

As the plan review is begun, our staff will utilize the various City plan review checklists to maintain compliance with the City standards, conditions of approval, and established practice.

A typical plan check comment might be: "The project proposes 8" curb and gutter on Alpha Street. The plans show 18" gutter pan. Revise the gutter pan to be 24" to be in conformance with City Standard Plan No. 120." Upon receiving the comment, the applicant knows exactly what to do per each specific standard.

This procedure will be followed in subsequent second and third review rechecks and will be accomplished within the applicable plan review turn -around time frames. Corrective comments will accompany each review check, with a recommendation for approval where applicable at the end of the third (3rd) review.

Willdan's QA program is broken out into four major phases, as outlined below. #1 Submittal Intake
Administrative staff ensure a complete submittal.
a. Submittal checklists and any COAs checked to ensure a complete package is received. i
b. Ensure the files are working properly.
c. Ensure all necessary supporting reports are provided. #2 Initial Review
Plans funneled to appropriate discipline for review.

Each task leader performs an initial review.
a. Ensure a complete design.
b. Check for any major drafting issues such as profiles or Iinework missing. c. Ensure previous comments are addressed.
d. Utilize City checklists.
#3 Coordination with Developer
It is imperative that the City, developer and plan reviewer work together to ensure quality development.
a. Push developer to provide written response to each comment. b. Call developer to talk through any outstanding issues. a
a
#4 Finalize Review Comments
Administrative staff completes all comments and checks for grammar or formatting issues.

Sent to Project Manager for final review.
v✓
a. Check for conflicting comments between disciplines.
b. Ensure clear and concise comments with standard references. c. Ensure a thorouch first review to avoid additional comments. d. Check for consistency between prior approved plans.

Proposal for City of Beaumont Puhfic Works
Plan Check Services
14

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G. Firm Profile
Willdan Engineering (Willdan), a California corporation founded in May 1964, has been a consistent industry leader providing all aspects of Municipal Engineering including Civil Engineering, Building & Safety, Fire Prevention, Planning, Civil Design, Construction Management & Inspection, and
Infrastructure Planning, Transportation Engineering, Program Management, Financial Consulting, and energy -related
services, along with a full complement of support disciplines.

Dedicated to providing Public Agencies with reliable, quality, and cost-effective services, Willdan merges sound solutions with a solid respect for the fiscal responsibility faced by local Agencies and the concerns of affected communities. This approach has proven responsive to the most challenging
budget, schedule, and aesthetic requirements. It is a
contributing factor to our industry reputation and our
company growth. Willdan infuses a Customer First corporate culture. We take great pride in offering solutions tailored to the unique goals and visions of each Agency.

Willdan understands that the city desires a high level of professionalism and customer services to residents, businesses, contractors and non-profit organizations through continuity of plan check review. Willdan shall provide plan check services of residential and non-residential projects as requested by the city.

X11

IN BUSINESS FOR
6OYears

ANNUAL REVENUE OF
$510 Million
o 02)

PUBLICLY
TRADED

COMPANY
NASDAQ:

WLDN

TYPE OF ORGANIZATION
California
Corporation
*** NUMBER OF EMPLOYEES
iii
1700+
H. Location
The principal Willdan office that will be responsible for the implementation of this contract:
650 E. Hospitality Lane, Suite 400; San Bernardino, CA 92408-3586 I. Key Personnel
Description of Key Personnel
Willdan staff has a thorough knowledge of civil engineering principles and infrastructure design requirements. We also have an excellent working knowledge of Riverside County Design Manuals, applicable Caltrans Manuals and Standard Plans and Specifications, APWA Standards and Specifications, AWWA Standards and Specifications, California Building Codes, CEQA, the ADA requirements and California Title 24 requirements on accessibility reviewed by a CASp- certified reviewer, and other applicable standards and procedures. v✓
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Responsibility and
Willdan Role
Yrs. of
Exp.

Licenses / Certifications (and
number)/ Qualifications
Name
Key Staff
Tyrone Peter, PE
Ronald Stein, PE,

QSD, ENV SP
Jeffrey Lau PE, TE,
ENV SP
Function: Principal -In -Charge
Willdan Role: Director
19 Function: Project Manager
Willdan Role: Project Manager ill
13 Function: Traffic Engineering
Review Services Lead
Willdan Role: Deputy Director
21 • Civil Engineer, California No.
81888
• Civil Engineer, California No.
86977
• Civil Engineer, California No.
83887
• Traffic Engineer, California No.
2835
• Envision Sustainability
Professional No. 45376
Function: Grading, Storm Drain,
Chris Stone, CFM H&H, Sewer & Water Lead
Willdan Role: Project Manager II
• Civil Engineer, Nevada No.
12379
• Civil Engineer, Arizona, No.
32 55200
• Certified Floodplain Manager,
Association of State Floodplain
Managers No. US -16-08884
Jocelyn Limas,
PLS
Function: Subdivision Services
Lead
Willdan Role: Project Manager II
21 • Land Surveyor, California No.
9596
Support Staff
Function: Entitlement, Sewer &
Rafael Suarez Water
Willdan Role: Project Manager II
Glenn Hale,
QSD/P
• BS, Civil Engineering, California
14 State Polytechnic University,
Pomona
• Civil Engineer, Nevada No.
17120
• Certified Env. Mgr., Nevada, No.
1750
Function: Street Improvements
& Roadway Design
Willdan Role: Senior Engineer III
31 Matthew Crim,

PE, ENV SP
Function: Street Improvements
& Roadway Design Services
Willdan Role: Senior Engineer
• BS, Civil Engineering, California
State Polytechnic University,
Pomona
8 ■ Civil Engineer, California No.
94393
• Envision Sustainability
Professional (ENV SP) No. 45380
Kenneth Krieger
Nov
Function: Grading, Storm Drain,
Sewer, Water and Hydrology &
Hydraulics
Willdan Role: Senior Designer II
41 ■ N/A
Proposal for City of Beaumont Public Works
Plan Check Services

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Responsibility and
Willdan Role
Name
Yrs. of Licenses / Certifications (and
Exp. number)/ Qualifications
Robert Burch
Function: Traffic Engineering
Services
Willdan Role: Project Manager III
• Traffic Signal Equipment and
Operations Extension Courses,
UC Berkeley
32 • Construction Inspection for
Traffic Signals / Highway
Lighting Systems Extension
Courses, UC Berkeley
Reggie Greene
Function: Traffic Engineering
Services
Willdan Role: Project Manager II
26 • BS, Civil Engineering, California
Polytechnic State University
• Doppler Traffic Radar
Operation
Bryan Nguyen,
RLA
Function: Landscape
Architecture Services
Willdan Role: Senior Landscape
Architect
• BS, Landscape Architecture,
California State Polytechnic
27 University, Pomona
• Landscape Architect, California
No. 4967
Please see the resumes of Key staff in the Appendix: Key Staff Resumes.

Project Manager
For this assignment, Mr. Ron Stein, PE, QSD, ENV SP will continue to serve the City as Project Manager. Mr. Stein will be the single point of contact to City staff and will convey all-important matters to the project team as appropriate. He will have full responsibility for understanding the project requirements, detailing the project scope requirements, and overseeing the necessary tasks to complete the project. Mr. Stein has 13 years of experience as a project manager, civil engineer, and plan reviewer for various municipalities, including 6 years of public works experience starting with the Florida Department of Transportation (FDOT) and working with various agencies throughout California for Willdan. He has led land development engineering teams engaged in the design of projects encompassing grading, erosion control, street improvements, striping, traffic control, storm drains, and utilities. Throughout all stages of design, he has conducted meticulous plan reviews to ensure every submittal was a quality product that adhered to all local agency standards. He is also skilled in the development and review of hydrology/hydraulic calculations and reports, cost estimates, stormwater pollution and prevention plans (SWPPPs), water quality management plans and erosion and sediment control plans. v✓
Proposal for City of Beaumont Public Works
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As Project Manager, Mr. Stein will be the single point of contact to City staff and will convey all- important matters to the project team and City staff as appropriate. He will have full responsibility for understanding the project requirements, detailing the scope requirements, and overseeing the necessary tasks to complete the project. Based on our experience we have learned that it is best to have one single point of contact to avoid any confusion on chain of command. Mr. Stein will funnel all work to specific discipline leads and be in responsible charge of all engineering reviews conducted under this contract.

Resumes
We have assembled a team that will be able to respond immediately to the City's requests.

Resumes for key personnel are included in the Appendix: Resumes.

J. References & Similar Experience
The following briefly summarizes some of the firm's relevant plan check experience performed for various clients.

Project and Agency Contact,
Services Length, and Assigned Staff
Description
Contract City Surveyor and
On -Call Improvement Plan
Check
City of Rialto: 335 West Rialto
Avenue; Rialto, CA 92376
Vince Giran, Engineering Manager:
(909) 820-8045;
[email protected]
2020 — Ongoing
■ Tyrone Peter— Principal
■ Ronald Stein— Project Manager
■ Joceiyn Limas, Acting City
Surveyor
■ Jeffrey Lau — Reviewer
■ Chris Stone— Reviewer
Willdan provides plan checking services for all
improvement plans, including residential subdivisions;
private developments; and street, traffic, and grading
improvements. Willdan is tasked with providing all
map reviews and serves as Contract City Surveyor for
these reviews. In addition to improvement plans,
Willdan reviews all technical design reports associated with the improvement plans, including hydrology,
utilities, SWPPP, WQMP, and sediment control plans.

Technology implementation was provided through
successful introduction of electronic plan review and
developing a database to utilize Bluebeam Studio to
streamline and expedite the review process.

On -Call Plan Checking Services
City of La Quinta: 78-495 Calle
Tampico; La Quinta, CA 92253
Willdan has been providing plan and map checking
services in accordance with City standards, plan
review guidelines, and the City's policies on
engineering services plan check processing. Under this
contract, Willdan performs traditional engineering
plan checking services of residential developments,
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Plan Check Services

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Bryan McKinney, PE, City Engineer:
(760) 777-7045;
[email protected]
2019 — Ongoing
■ Tyrone Peter— Principal
• Ronald Stein— Project Manager
■ Jeffrey Lau — Reviewer
■ Chris Stone— Reviewer
commercial developments, and infrastructure
improvements within the City's right of way. Willdan
checks and reviews the improvement plans,
specifications, reports and other documents for
grading, street improvements, storm drain systems,
sanitary sewers, hydrology, SWPPP, WQMP, erosion
and sediment control, street lighting and water
facilities to ensure compliance with City standards,
specifications, ordinances, and policies.

On -Call Plan Review
City of Lake Elsinore: 130 South
Main Street; Lake Elsinore, CA
92530
Cameron Adams, Assistant
Engineer: (951) 674-3124 Ext. 111
2020 — Ongoing
■ Tyrone Peter— Principal
■ Ronald Stein— Project Manager
■ Chris Stone— Reviewer
Willdan reviews grading plans, erosion and sediment
control, street improvement plans, water plans,
landscape plans, hydrology reports, soil reports
WQMPs, map checking and structural plans. Willdan
has reviewed large-scale grading operations that
required mass, rough, and precise grading plans for
the installation of a recreational vehicle park adjacent to the Temescal Wash. The improvements involved
unique water quality and hydrology challenges with a
portion of the site being in a designated floodplain.

On -Call Improvement Plan
Check
County of Orange: 601 North Ross
Street; Santa Ana CA 92701
Bea Bea Jimenez, Division
Manager -Land Development: (714)
667-8800;
[email protected]
2013 — Ongoing
• Tyrone Peter— Principal
■ Ronald Stein— Project Manager
■ Jeffrey Lau — Reviewer
Willdan is responsible for reviewing private developer
projects spanning on- and off -site improvements.

Review services entail final parcel and tract maps, lot line adjustments, grading and erosion control, storm
drain, hydrology, water, sewer, streets, signing and
striping, traffic signals, landscape, storm water
pollution prevention plans, and water quality
management plans. Willdan provided an expedited
review contract for the Rancho Mission Viejo
residential development with strict deadlines on a
condensed schedule.

Current and Past Clients/Projects in the Inland Empire
The matrix below represents a small excerpt of our recent relevant plan checking services with local government agencies within the Counties of the Inland Empire. Willdan has provided plan check services for over 90% of the Inland Empires' cities. Due to Willdan's commitment to meeting and regularly exceeding client expectations, we have served many of our local government clients for decades.
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Proposal for City of Beaumont Public Works
Plan Check Services
19 Client
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Grand Terrace
V
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Highland
V
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Indian Wells
✓
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Indio
✓
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La Quinta
✓
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if
Lake Elsinore
V
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Loma Linda
✓
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V
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Menifee
✓
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Norco
✓
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Ontario
✓
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Palm Springs
V
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Redlands
V
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Rialto
V
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San Bernardino
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v✓

Page 352 of 519 ends

Proposal for City of Beaumont Public Works
Plan Check Services
20 K. Cost proposal (including hourly rate)
Not to Exceed Fee Amount
Please see the separate file uploaded to the PlanetBids Portal.

Hourly Rates
Please see the separate file uploaded to the PlanetBids Portal.

L. Any Other information
Staff/Client Relationships
* • As an engineering firm dedicated solely to serving the needs of public -sector clients, &AI Willdan's philosophy is to provide services that will provide the highest quality product for the investment of limited public funds. We strive to resolve potential conflicts through internal peer review to eliminate construction problems and change orders to the maximum extent possible. Our approach to achieving the best possible solution for our clients' needs and budget constraints is to evaluate the alternatives for both present construction and future maintenance costs. We are constantly looking for potential cost savings by evaluating new materials and techniques but will not experiment or use a project as a test site. We strongly believe that it is best not to sacrifice long-term infrastructure quality for short-term appearance.

To facilitate easier communication, Willdan will create an email box for the City to submit its plans. All our upper management assigned to the project will have access to this email box.

This provides a convenient way for the City to contact us while ensuring faster response time to City requests.

M. City of Beaumont Business License
Willdan shall have a business license and insurance in force at time of contract execution.

Appendix: Key Staff Resumes
Please see the key staff resumes below.
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Proposal for City of Beaurnont Public Works
Plan Check Services
21 EDUCATION
BS, Engineering
and Civil
Engineering,
Tamil Nadu
College of
Engineering, India
Civil Engineering,
Murugappa
Polytechnic, India

REGISTRATIONS /

CERTIFICATIONS
Civil Engineer,
California No.
81888

AFFILIATIONS
American Society
of Civil Engineers
Tyrone Peter, PE
Principal in Charge
Tyrone Peter is an accomplished civil engineer for multi -discipline and multi -agency infrastructure projects and is known for providing innovative, quality engineering services to ensure project delivery within budget and schedule. His experience managing and designing all types of public works projects provide a solid foundation to understand what is needed to deliver a successful project and make him the perfect fit for overseeing the entire project as well as specific civil engineering tasks. He is proficient at managing large teams with subconsultants and multiple technical disciplines.

Relevant Project Experience
On -Call Services, City of Lynwood, CA. Project Manager. Willdan provides on -call Engineering Services for various projects throughout the City.

Projects include but are not limited to street improvement plans, utility plans, City Parking Lots, sidewalk master plans, Landscaped Class 1 Bike trail, and sewer master plan. Willdan performed complex hydrology and water quality reports in the design of these project. Willdan has also been providing traffic analysis, signal modifications, construction Management services, survey services, water quality and management services
On -Call Services, City of Lakewood, CA. Project Manager. For over 20 years, Willdan has been providing engineering design, construction management and inspection, project management, development review, pavement engineering, funding administration, landscape architecture, surveying, and geotechnical engineering services throughout the city. These services encompass — but are not limited to — study and report research and preparation; plan, specification, and cost estimate preparation; funding application research, preparation, and submittal; citizens' request and complaint investigations/resolutions; development impact studies; City staff, commissions, and council meeting attendance.

On -Call Land Development Expedited Processing Services, County of Orange, CA. Principal -In -Charge. Willdan provides plan checks for grading, street, drainage and water quality plans. Willdan provides plan review services to the County of Orange including Subdivisions and Infrastructure, Hydrology/Hydraulic Calculations, Public Improvement Plans, Storm Drain plans and Water Quality Management Plans. The County has an expedited review contract for the Rancho Mission Viejo Development with strict deadlines on a condensed schedule.

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22 EDUCATION
BS, Civil
Engineering,
Florida State
University
Tallahassee, FL,
2012

ASSOCIATIONS
American Public
Works Association

PROFESSIONAL

CERTIFICATIONS
Civil Engineer,
California No.
86877
ENV SP, Institute
for Sustainable
Infrastructure No.
56028
Qualified SWPPP
Developer, No.
86877
13 YRS OF EXP
Ronald Stein, PE, QSD, ENV SP
Project Manager
Ronald Stein offers expertise as a project manager, civil engineer, and quality assurance plan reviewer for various municipalities. He has led land development engineering teams engaged in design of projects encompassing storm drains, grading, erosion control, street improvements, striping, traffic control, and utilities. Throughout the various design stages, Mr. Stein conducts meticulous quality assurance to ensure every submittal adheres to all local agency and client standards. He is highly skilled in development and review of hydrology/hydraulic calculations and reports, cost estimates, stormwater pollution and prevention plans, water quality management plans, and erosion and sediment control plans.

Relevant Project Experience
On -Call Plan Review Services, City of Lake Elsinore Willdan reviews grading plans, erosion and sediment control, street improvement plans, water plans, landscape plans, hydrology reports, soil reports WQMPs, map checking and structural plans. Willdan has reviewed large-scale grading operations that required mass, rough, and precise grading plans for the installation of a recreational vehicle park adjacent to the Temescal Wash.

The improvements involved unique water quality and hydrology challenges with a portion of the site being in a designated floodplain.

On -Call Plan Check Services, Various Cities, CA. Project Manager. Willdan provides plan checking services for all improvement plans including residential subdivision review, private developments, public street improvement plans, traffic plans and grading operations. Willdan is also tasked with providing all map reviews and works in the function as the acting City Surveyor for these reviews. Willdan also reviews all technical design reports associated with the improvement plans including hydrology, utilities, SWPPP, WQMP and sediment control plans.

City of La Quinta
City of Lake Elsinore
City of La Habra
City of Hemet
City of Upland
City of
Paramount
City of Rialto
City of San Bernardino
City of Sierra Madre

Page 355 of 519 ends

23 Ir. 0
4140„

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

REGISTRATIONS /

CERTIFICATIONS
Traffic Engineer,
California No. 2835
Civil Engineer,
California No.
83887
Civil Engineer in
other states::

Colorado No.
56366; Washington
No. 58065; Arizona
No. 70072; Texas
No. 140012;
Nevada No. 28303;
Minnesota No.
59453; Florida No.
91068
Envision
Sustainability Prof,
Institute for
Sustainable
Infrastructure No.

4.5376

AFFILIATIONS
American Public
Works Association
21 YRS OF EXP
Jeffrey Lau, PE, TE, ENV SP
Traffic Engineering Review Services Lead
Jeffrey Lau is an accomplished engineer for multi -discipline and multi - agency traffic and transportation projects such as traffic signals, signing and striping, street lighting, and construction traffic control. He oversees transportation design for Willdan's traffic engineering group and manages a variety of large- to small-scale projects. His responsibilities include the coordination, analysis, and design of various transportation projects such as the preparation of plans, specifications and estimates (PS&E); field investigations; and traffic data collection. He has also assisted with traffic impact studies and analyses, plan reviews, and engineering and traffic survey updates. Jeffrey's extensive hands-on traffic engineering background encompasses designs for 400+ new and modified traffic signal installations, street lighting inventories for master plans, lighting design plans, street lighting conversions, and street lighting LED upgrades.

Relevant Project Experience
On -Call Plan Check Services, City of Rialto, CA. Traffic Lead. Willdan provides plan checking services for all improvement plans including residential subdivision review, private developments, public street improvement plans, traffic plans and grading operations. Willdan is also tasked with providing all map reviews and works in the function as the acting City Surveyor for these reviews. In addition to the improvement plans, Willdan reviews all technical design reports associated with the improvement plans including hydrology, utilities, SWPPP, WQMP and sediment control plans.

Traffic Engineering Services, City of Manhattan Beach, CA. Willdan served as City Traffic Engineer for the City of Manhattan Beach. The job responsibilities included handling all general traffic engineering concerns within the City, such as reviewing traffic impact studies, preparing and reviewing traffic signal and striping plans, performing stop sign and safety analyses, preparing and presenting Commission and Council reports, conducting field investigations, investigating citizen requests and supervising City staff in the performance of these duties.

Plan Check Services, City of Lake Elsinore, CA. Traffic Task Lead. Willdan is providing on -call plan checking services and assist in streamlining the review process for the City of Lake Elsinore. Willdan is reviewing grading plans, erosion and sediment control, soils reports, street improvement plans, water plans, landscape plans, hydrology reports, street improvement plans, traffic plans and studies, survey documents, WQMP's, SWPPP's, and structural plans. Willdan is reviewing plans to ensure everything is up to code and fits in with the City's master plan. Willdan is assisting the City in upgrading to electronic plan review.

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24 EDUCATION
BS, Civil
Engineering,
Montana State
University
Graduate Course,
Mathematics,
Oregon State
University
Graduate Course,
Engineering
Mechanics,
Montana State
University

PROFESSIONAL

CERTIFICATIONS
Civil Engineer,
Nevada No.
12379
Civil Engineer,
Arizona, No.
55200
Certified
Floodplain
Manager,
Association of
State Floodplain
Managers No. US -
16 -08884
32 YEARS OF EXP
Chris O. Stone, CFM
Project Manager IV
Chris Stone has experience in flood control hydrologic and hydraulic design engineering, transportation and traffic engineering, street and roadway design engineering, water and wastewater engineering, tract map and parcel mapping, grading, and structural engineering. He has participated in all technical aspects of projects including preliminary engineering, construction document preparation, and reviews. He has infrastructure design experience involving facilities for freeways, airports, railways, busways, master planned communities and casinos.

Relevant Project Experience
City of San Bernardino, Building & Safety Services, San Bernardino, San Bernardino, CA. Performed plan review for offsite improvements, precise grading, hydrology/hydraulics, and WQMP. Willdan is currently responsible for reviewing private developer projects spanning both on site and off site improvements. Review services cover Final Parcel and Tract Maps lot line adjustments grading & erosion control plans storm drain plans hydrology water & sewer improvement plans street improvement plans and water quality management plans (WQMP).

Engineering Plan Review, Various, California. Project Engineer responsible for reviewing engineering plans and documents submitted by developers to the Agency for plan review. Documents reviewed have included grading plans, rough grading plans, erosion control plans, drainage reports, Low Impact Development (LID) reports, storm drain plans, stormwater pump station design plans, street improvement plans, sanitary sewer plans, sanitary sewer area studies, water distribution plans, and encroachment permit applications. The documents are reviewed for conformance with City standards supplemented by the Standard Plans and Specifications for Public Works Construction (Green Book) and Caltrans Standard Plans.

Reviews have been completed in both hard copy and electronic formats.

Comments are returned to the applicant as redlined plan comments and in a plan review comment document. Subsequent reviews are performed to ensure that corrective actions have been performed by the applicant to adequately address the comments. When completed, the documents are stamped as "approved" and returned to the City. Reviews were performed in the past 2 years for the following Southern California agencies:

Bell
Cerritos
El Monte
Fillmore
Goleta
La Habra
Los Alamitos
Manhattan Beach
Paramount
Rolling Hills

Page 357 of 519 ends

25 EDUCATION
AS, Sociology,
College of the
Sequoias, Visalia
Continuing
Education -
Subdivision Map
Act Class

REGISTRATIONS /

CERTIFICATIONS
California
Professional Land
Surveyor, No.
9596
FAA Remote Pilot
License,
Certification No.
4080288
20 YEARS OF EXP
Jocelyn Limas, PLS
Supervising Survey/Mapping
Role: Subdivision Map Checking
Jocelyn Limas has 20 years of experience providing design support to a variety of projects at different levels. Her professional background includes drafting and design of residential and commercial land development projects, survey -related drafting, project management experience, supervisor -level survey experience with heavy emphasis on title research, legal descriptions, boundary determinations, and compliance with both State and local ordinances.

Relevant Project Experience
On Call Professional Land Surveying Services for Public Works, City of Fresno, CA. Contract Land Surveyor. Land title research, boundary rectification, subdivision mapping review, records of surveys, corner records, monument placement, deed preparation, legal description preparation and review.

County of Madera Acting County Surveyor, CA. Contract County Surveyor Willdan performed all duties of the County Surveyor for the County of Madera. Duties included the review and analysis of the operations of the County Surveyor function review of maps and legal descriptions and related duties.

City of Ione On -Call Services, City of lone, CA. Contract City Surveyor.

City Engineering services for the City of lone. Services may include design and construction management.

Building & Safety Services, City of Rancho Cordova, CA. Contract Surveyor. Provide building and safety services to include Building Official Services, Plan Review Services, Inspection Services, and Permit Technician Services.

Plan Checking, City of Lake Elsinore, CA. Contract Surveyor. Willdan is providing on -call plan checking services and assisting in streamlining the review process for the City of Lake Elsinore. Willdan is reviewing grading plans, erosion and sediment control, soils reports, street improvement plans,* water plans, landscape plans, hydrology reports, street improvement plans, traffic plans and studies, survey documents, WQMP's, SWPPP's, and structural plans. Willdan will review plans to ensure everything is up to code and fits in with the City's master plan.

Willdan will assist the City in upgrading to electronic plan review.

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26 650 E. Hospitality Lane, Suite 400
San Bernardino, CA 92408-3586
909.386.0200 I Fax: 909.888.5107

CITY OF BEAUMONT

CALIFORNIA
K. Cost Proposal
Public Works Plan Check Services
April 7, 2025
Direct Contact:

Ronald Stein
Project Manager
714.204.9257
[email protected]
s' City of Beaumont

WWILLDAN

1I�IW I LLDAN
A. Cover Letter
April 7, 2025
Raveena Chara, Procurement Contract Specialist
550 E. 6th Street
Beaumont, California 92223
Via PlanetBids
SUBJECT: Cost Proposal for City of Beaumont Public Works Plan Check Services Dear Raveena Chara:

Willdan is pleased to submit our Cost Proposal for City of Beaumont Public Works Plan Check Services.

The undersigned is authorized to bind the contract with the City. We appreciate the opportunity to submit proposal and look forward to discussing our experience and qualifications with City. This statement is valid for 365 calendar days from the above date.

Willdan attest that all information submitted is true and correct. If there are any questions, please contact Ron Stein, PE, Project Manager, directly by calling (714) 204-9257 or by email at [email protected]
Respectfully submitted,

WILLDAN ENGINEERING
1"yrone Peter, PE
Director of Engineering
Project Manager
Ronald Stein, PE
(714) 204-9257
[email protected]
909.386.0200 1800.7893517 I Fax: 909.888.5107 I 650 E Hospitality Lane. Suite 400, San Bernardino. CA 92408-35861 www.wilildan.corn

Page 361 of 519 ends

Willdan Services
Services
Fee Amount
Proposed Willdan Fee
Final Parcel Map
$5,000.00 Deposit
$1,250 / Sheet
Final Tract Map
$7,500.00 Deposit
$2,750 / Sheet + $100 / Lot
Lot Line Adjustment/Parcel Merger
$1,200.00 Deposit
$2,250 (Flat Rate)
Final Monument Inspection
$1,500.00 Deposit
N/A
Preliminary Grading Plan Check
$565.00
75% of Fixed Fee
Residential Grading Plan Check
$95,00 per plan plus $750.00 per sheet
See Below
Single Family Residential
$600 / Sheet
Residential Grading Plan Check Amendment
$3,000.00 Deposit
100% ofT&M
Residential Grading Plan Check — Add'( Review
$1,000.00 Deposit
100%ofT&M
Commercial Grading Plan Check
$95.00 per plan plus $1,125.00 per sheet
See Below
Rough Grading Plan
$750 / Sheet
Precise Grading Plan
$1,000 / Sheet
Commercial Grading Plan Check Amendment
$3,000.00 Deposit
100% of T&M
Commercial Grading Plan Check —Add'( Review
$1,000.00 Deposit
100% of T&M
Grading/Stockpile Inspection
Deposit Based
N/A
Grading/Stockpile Res. Infill Inspection
$4.35.00 per permit
N/A
Street Light Plan Review
$95.00 per plan plus $655.00 per sheet
$500 / sheet
Improvement Construction Plan Check
$95.00 per plan plus $1,030.00 per sheet
$750 / Sheet
Improvement Construction Plan Amendment
$1,500.00 Deposit
100% ofT&M
Improvement Construction Inspections
Deposit based on Engineers Estimate
(Minimum $750)
N/A
,Subdivision/ Improvement Agreement
$725.00 per agreement, plus actual cost for legal
100% ofT&M
Performance Bond Release Application
$915.00 per application
N/A
Maintenance Bond Release Application
$915.00 per application
N/A
Bond Inspection (Maintenance & Performance)
$3,000.00 Deposit
N/A
Street Vacation/Offer of Dedication
$2,000.00 Deposit
$1,500 (Flat Rate)
Encroachment Permit App — Non -Standard
$60.00
N/A
Standard Encroachment Permit— Exist. Residential
$280.00
N/A
Encroachment Permit Plan Check — Non -Standard
$40.00 per plan, plus actual cost of plan check
(charged at the fully allocated hourly rates for all
personnel involved)
N/A
Encroachment Permit Inspection — Non -Standard
Deposit Based
N/A
Certificate of Compliance/Correction
_ $1,000.00 Deposit
100% of T&M
Scoping Agreement
$750.00 Deposit
N/A
Traffic Study Review
$2,000.00 Deposit
See Below
Traffic Exempt Letter
Focused Trafic Study
Horizon Level Traffic Study (5 -mile Radius)
$750 _
$2,500
$3,850
(Public Works. Permit Issuance
Within 1 year- $95.00
N/A
After 1 year - $1,000.00 Deposit
N/A
Preliminary WQMP
0-10 acres - $2,345.00
$2,000 (Flat Rate)
Above 10 acres - $3,465.00
$2,600 (Flat Rate)
Final WQMP
0-10 acres - $1,855.00
$1,500 (Flat Rate)
Above 10 acres - $2,420.00
i
$2400 (Flat Rate)

Page 362 of 519 ends

Preliminary Hydrology/Hydraulic Study
0-10 acres - $2,345.00
$1,750 (Flat Rate)
11-50 acres - $3,095.00
$2,500 (Flat Rate)
51-100 acres - $3,840.00
$3,000 (Flat Rate)
100+ acres - $4,590.00
$3,750 (Flat Rate)
Final Hydrology/Hydraulic Study
0-10 acres - $2,345.00
$1,750 (Flat Rate)
11-50 acres - $3,095.00
$2,500 (Flat Rate)
51-100 acres - $3,840.00
$3,000 (Flat Rate)
100+ acres - $4,590.00
$3,750 (Flat Rate)
Stormwater Post -Construction Inspection
Actual Cost
N/A
PW Landscape Plan Check
$95.00 per plan, plus $560.00 per sheet
$500 / Sheet
PW Landscape Inspection
Deposit of 50% of Engineers Estimate
($500 minimum)
N/A
Haul Route Review
$245.00
N/A
Development Engineering Deposit for Service
Deposit Based
N/A
Engineering Add'I Plan Check
Charges at contract cost plus 20% for administration
100% of T&M
Miscellaneous Engineering Services
Deposit determined by staff with charges at the
fully allocated hourly rates for all personnel
involved, plus
any outside cost, plus 20% for administration
100% of T&M

ADDITIONAL SERVICES
Actual Cost
Water/Sewer Study

1. Expedited Plan Check Fee = 150% of Standard Rate

2. Fees Shown Above Include Three Review Cycles. Additonal Reviews Can be Provided on a T&M Basis as Needed. $2,500 (Flat Rate)

Page 363 of 519 ends

Beaumont City CouncilSeptember 16, 2025

Beaumont City Council
September 16, 2025