Carson City Council
January 6, 2026

o Status as of December 17, 2025: No update

• PW 1712: PARK HVAC SYSTEMS
o Location: All Parks
o Description: Assess and replace over 50 HVAC units that are past their useful and serviceable life at all 12 park facilities. Design and install brand new HVAC at Veterans Park and Gym.
o Status: Anderson Park, Dolphin Park Office, Foisia Park Office have been completed. o Current Phase: PROJECT ONGOING
o Status as of February 21, 2024: No update
o Status as of April 24, 2024: No update
o Status as of May 20, 2024: No update
o Status as of July 25, 2024: No update
o Status as of August 26, 2024: New package units have been procured. o Status as of February 20, 2025: No update
o Status as of March 20, 2025: 3 New Package Units installed at Hemingway Park. o Status as of April 21, 2025: Ongoing
o Status as of May 22, 2025: No update
o Status as of June 18, 2025: Additional AC Units procured for Stevenson Park Gym and Dominguez Park – Aquatics Center.
o Status as of July 24, 2025: Continuing to assess, replace and modernize over 50 HVAC units at all 12 park facilities.
o Designing and planning installation of brand-new HVAC system at Veterans Park and Gym. o Status as of August 20, 2025: Installation of AC Units at Stevenson Park (North Building) and Dominguez Park (Aquatics Center) have both been completed. o Status as of September 18, 2025: Procuring additional HVAC system for Stevenson Park. o Status as of October 23, 2025: No update
o Status as of November 20, 2025: No update
o Status as of December 17, 2025: No update

• P W1416: CALAS & FOISIA PARK RE-ROOFING
o Location: Calas & Foisia Park
o Description: Repair the roof at both snack bar and main office due to leaking roof. o Current Phase: Construction at Calas Park is Complete; Pre-procurement for Foisia Park o Status as of October 26, 2023: PROJECT COMPLETE
o PREPARING FORMAL PROJECT CLOSEOUT
o Status as of February 21, 2024: PROJECT CLOSEOUT
o Status as of April 24, 2024: No update
o Status as of May 20, 2024: No update
o Status as of July 25, 2024: No update
o Status as of August 26, 2024: No update
o Status as of January 16, 2025: Preparing scopes and specs for IFB in preparation for re- roof at Foisia Park.
o Status as of February 20, 2025: Ongoing
o Status as of March 20, 2025:
 Finalizing scope of work and preparation for IFB
o Status as of April 21, 2025: Scope of work has been completed preparing for IFB. o Status as of May 22, 2025: No update
o Status as of June 18, 2025: No update
o S tatus as of July 24, 2025: Repaired the roof at Calas Park snack bar and in the office due to the leaking roof.
 Preparing to repair the roof on Foisia Park snack bar and park office.

Public Works Department December 2025 Monthly Report

o Status as of August 20, 2025: Preparing RFP
o Status as of September 18, 2025: Preparing RFP
o Status as of October 23, 2025: No update
o Status as of November 20, 2025: Scope of work completed. o Status as of December 17, 2025: No update

• PROJECT 1630: ELECTRICAL PANEL UPGRADE
o Location: Anderson Park
o Description: Install new electrical panel and switch gear o Status as of September 21, 2023: Staff soliciting proposals. o Status as of February 21, 2024: Three proposals received. o Status as of March 18, 2024: Going to City Council Meeting on May 7 , 2024, to award contract.
o Status as of April 24, 2024: City Attorney’s Office is drafting contract. o Status as of May 20, 2024: Currently being advertised in four trade journals per City Attorney’s direction.
o Status as of June 20, 2024: No update
o Status as of July 25, 2024: No update
o Status as of August 26, 2024: In procurement
o Status as of January 16, 2025: No update
o Status as of February 20, 2025: No update
o Status as of March 20, 2025: Electrical switchgear and fabrication at Anderson Park o Status as of April 21, 2025: Currently constructing a custom-made s witch gear panel approximately six (6) months out to completion.
o Status as of May 22, 2025: No update
o Status as of June 18, 2025: Currently being fabricated o Status as of July 24, 2025: Currently being fabricated o Status as of August 20, 2025: Currently being fabricated o Status as of September 18, 2025: No update
o Status as of October 23, 2025: No update
o Status as of November 20, 2025: No update
o Status as of December 17, 2025: No update

• CITY HALL BACK-UP GENERATOR
o Location: City Hall
o Description: Making necessary repairs to the back-up generator at City Hall. o Status as of May 22, 2025: No update
Status as of June 18, 2025: Repairs are currently in procurement o Status as of July 24, 2025: Currently, making necessary repairs to the back -up generator at City Hall.
o Status as of August 20, 2025: Pending scheduling
o Status as of September 18, 2025: Parts have been ordered o Status as of October 23, 2025: No update
o Status as of November 20, 2025: Parts have been ordered, repairs scheduled for February 2026.
o Status as of December 17, 2025: No update

• MODERNIZATION OF CITY VEHICLES TO ELECTRICAL VEHICLES o Location: Citywide
o Description: To improve air quality, reduce noise pollution, and lower greenhouse gas emissions.

Public Works Department December 2025 Monthly Report

o Status as of July 24, 2025: IFB Bid Opening was March 27, 2025, to purchase three (3) new Chevy Colorado LT Trucks. Lowest Bid was from TMAG Hemet F, LLC for $112,035.36  IFB Bid Opening was 6/5/25 to purchase eight (8) n ew 2025 Chevy LT FWD Mid- Size SUV Trucks. Lowest Bid was from Winner Chevrolet for $246,459.20 o Status as of August 20, 2025: 3 New Chevy Colorado LT Trucks and 3 New Chevy Blazers have been received.
o Status as of September 18, 2025: Seven (7) Mid-Size SUV have been ordered, estimated arrival is mid-October.
o Status as of October 23, 2025: Vehicles have been delivered, being inventoried and prepped to be put into service
o Status as of November 20, 2025: Eight (8) EV vehicles have been put into service, five additional EV’s are on order.
o Status as of December 17, 2025: No update

Project Name Citywide Fire Alarm Repairs and Enhancements Service Provider West Coast Fire & Integration
Summary July 5, 2022, Council approved the West Coast Fire & Integration contract for maintenance and monitoring services for all city fire systems from July 1, 2022, to June 30, 2027. Enhancing fire detection and safety for all facility users.

Update City staff is continuously working to enhance fire systems across all municipal facilities to align with the highest safety standards.

Project Name Public Safety/Emergency Services Community Initiatives Service Provider Public Safety/Emergency Services Department Summary Public Safety and Emergency Services Community Initiatives encompass a range of proactive efforts aimed at fostering safer and more resilient community. These initiatives typically involve engagement with the public, educational programs, and collaborative events. They focus on building positive relationships between law enforcement, emergency services personnel, and the community, ultimately enhancing preparedness and trust. Examples include public education on safety measures, community outreach events, and meetings to empower local leaders. Such Project Name Comprehensive Camera Coverage: City Facilities and Parks Service Provider Johnson Controls
Summary The Public Safety department is spearheading an initiative to implement video surveillance camera systems across all City and Park facilities. This proactive measure aims to discourage criminal activities and capture video evidence of any unlawful incidents. The objective is to enhance safety by reducing criminal incidents, creating a secure environment for both residents and park users.

Update
We’ve already successfully implemented video surveillance and access control systems at multiple parks, and the current phase focuses on expanding these efforts.

This includes the installation of additional pole-mounted cameras to extend surveillance coverage and integrate these new upgrades with the city’s existing security infrastructure.

We are also working closely with the Parks team to identify and confirm ideal camera placements at parks undergoing construction and updates. In some cases, this may include temporarily removing or relocating cameras to ensure they are not impacted by construction activities and can be seamlessly reintegrated once projects are complete. This collaboration ensures that new security measures are thoughtfully aligned with planned improvements and park layouts.

Our team continues to evaluate system performance and incorporate advanced monitoring technologies to strengthen overall safety. These enhancements are part of our broader commitment to creating a secure environment for all Carson residents, visitors, and employees.

Public Safety/Emergency Services Projects
initiatives are pivotal in strengthening the overall safety and well-being of a community.

Update Our Public Safety Enforcement Officers (PSEOs) continue to partner closely with the Carson Sheriff’s HOST Team to address ongoing concerns at the MLK Library and ensure the area remains safe and welcoming for all.

As we move through the holiday season, Parking Enforcement and Code Enforcement are ramping up outreach and education efforts to help residents stay informed, prepared, and supported during this busy time of year.

We successfully hosted our quarterly Block Captain Meeting, where captains received training focused on holiday safety tips, crime prevention, and ways to keep their neighborhoods connected and alert.

If you’re interested in starting a Neighborhood Watch program in your area, please contact Public Safety at 310-952-1786.

Project Name Enhancing Traffic Safety: Analysis of Accident Reduction and LPR Camera Deployment
Service Provider Motorola Solutions
Summary The consultant will supply the city with the most up-to-date version of the L-Series Rapidly Deployable Solar Powered Camera. This camera system, known as an Automatic License Plate Recognition (LPR) camera, will assist the City, in collaboration with the Los Angeles County Sheriff's Department, in capturing essential investigative information and enhancing the safety of its residents. These cameras will be strategically positioned in specific locations throughout the city, including public rights of way and entrances to city facilities.

The LPR system will collect comprehensive vehicle data, including make, model, color, and speed, both during daytime and nighttime conditions. The City's Public Safety department is working in partnership with LASD and Public Works to decrease traffic accidents within the city. Staff members have created data maps, and the Traffic Engineering Division will assess these maps to identify any recurring patterns and make infrastructure adjustments as necessary.

Update Current locations of our ALPR Trailers:

Dominguez Park- Country Western Fair
Intermodal Way- consistent issue with illegal dumping in the area in effort to combat, a trailer was deployed for visibility and deterrence.

Gardena/Broadway- assist to combat ongoing issues with illegal parking and activities from car clubs.

Project Name Upgrading Radio Systems Project
Service Provider Mission Critical Information Systems
Summary In 2021, the City Council granted approval for the 'Radio Upgrade Project,' which allocated funds for the procurement of radios, radio equipment, batteries, and chargers necessary for transitioning the City from its UHF radio system to the Los Angeles Regional Interoperability Communication System (LA-RICS).

Subsequently, the City Council sanctioned a contract with Mission Critical Information Systems to oversee the installation and programming, thus marking the successful completion of Phase 2 of the project. In September 2022, the City of Carson formalized a Hold Harmless Agreement with LA-RICS, granting the city the privilege of utilizing the platform.

Update We’re pleased to share that all radio installations have been successfully completed across multiple departments, significantly enhancing communication capabilities citywide. The distribution of Motorola APX4500 mobile radios is complete, supporting improved coordination and reliability throughout city operations. Radios continue to undergo flashing and maintenance as needed to ensure peak performance. Public Safety is working to complete mobile radio installations for the new Public Works fleet.

Project Name Organizational Resilience: Internal Emergency Management Training Service Provider Westward Disaster
Summary The city is responsible for the operation and management of its Emergency Operations Center (EOC), with the aim of enhancing preparedness, response, and recovery capabilities for emergencies and large-scale events. The consultant will furnish subject matter experts and instructors to aid in the creation and execution of a tailored EOC training program for city department staff.

Update
With the completion of our new Emergency Operations Center (EOC), we are now preparing to schedule the final training sessions in this fully operational space. In partnership with Westward, the City of Carson will move forward with planning and delivering role-specific training designed to equip staff with the skills needed for their assigned responsibilities. This final phase will ensure our team is fully prepared to activate and operate effectively during any emergency.

CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, January 6, 2026, 5:00 PM
CONSENT 16. To: Honorable Mayor and City Council From: Saron Shiferaw, Senior Clerk CMO Administration Subject: CONSIDER AN UPDATE ON CITY COMMISSIONS (CITY COUNCIL) I. SUMMARY
This report provides an informational update to the City Council on the recent activities of City Commissions.

II. RECOMMENDATION
RECEIVE and FILE this report.

III. ALTERNATIVES
TAKE another action the City Council deems appropriate and that is consistent with applicable laws.

IV. BACKGROUND
Updates on recent and planned Commission activities are included below.

Economic Development Commission
The Commission reviewed the Economic Development Commission’s report to Council and discussedplans for future presentations. Members received a presentation from marketing consultant We theCreative and discussed proposed surveys for Carson residents and businesses. The Commission alsoreceived an update on a small business expo concept currently being developed by staff.

Environmental Commission
The Environmental Commission held its regular meeting on December 3, 2025. The Commissionaddressed routine business, including approval of the previous meeting minutes, and reviewed a draftcomment letter related to the Marathon Los Angeles Refinery Modernization Project. City staff alsoprovided updates on upcoming community events, including the annual tree-lighting ceremony. ACommissioner raised a concern regarding a local issue, specifically nighttime noise from the refinerynear 223rd Street. The meeting was adjourned at 7:15 p.m., with the next meeting scheduled forWednesday, January 7, 2026, at 6:30 p.m.

Public Works Commission
The Public Works Commission failed to achieve a quorum on December 8th. The January meetingpreviously scheduled for 1/12/26 has been cancelled. The Public Works Commission will resume inFebruary.

Human Relations Commission
On December 17, 2025, the Human Relations Commission successfully held their regular monthlymeeting. The Commissioners went over more preliminary planning items for the Rising StarsConference. They also updated progress of and discussed other action items for The Food Pantry AdHoc Committee and were collecting more for December drop-off at the conclusion of their meeting. Theywill reconvene in January 21, 2025 for their monthly regular meeting.

Parks, Recreation, and Cultural Arts Commission
The Parks, Recreation, and Cultural Arts Commission last convened on Thursday, October 30, 2025- thefifth meeting to be held at a local park rather than the Community Center. This location change aims toencourage greater community engagement by providing residents with an opportunity to voice theirconcerns about their neighborhoods. Attendees learned about recent improvements and the variousprograms offered by the city. The Park Maintenance and Recreation Superintendent provided a briefpresentation outlining updates occurring at Anderson Park and other recreation facilities around the city.

The commission will go dark for this month and reconvene on Thursday January 29, 2025, in the CouncilChambers to honor the soccer and football city champions.

Planning Commission
See attachment included as Exhibit 1.

Public Relations Commission
The Public Relations Commission met on November 25, 2025. The December 23,2025 meeting is darkand we adjourned until our meeting on January 27, 2026.

Public Safety Commission
The Public Safety Commission meets on the 3rd Thursday of the month. The Commissioners elected togo dark in November and December due to proximity of meeting dates to the holidays. The Public SafetyCommission will resume regular meetings starting January 15, 2026.

Senior Citizens Advisory Commission
There is no update from the Senior Citizens Advisory Commission.

Veterans Affairs Commission
There is no update from the Veterans Affairs Commission.

Women’s Issues Commission
The Women’s Issues Commission will not meet during the month of December, therefore, the nextupdate will come in January.

Youth Commission
There is no update from the Youth Commission.

V. FISCAL IMPACT
There is no direct fiscal impact associated with this report.

VI. EXHIBITS

1. Planning Commission

Attachments
Planning Commission

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Planning Commission
Report April - December 2025

Planning Commission April 2025

1. Tentative Tract Map (TTM) No. 84347 _
Applicant: Douglas Maupin, Maupin Development
Address: 438 W. Carson Street
Request: To construct a 51-unit multi-family condominium development at on a 1.2-acre site.

Action: Continue to May 13, 2025

Planning Commission May 2025

2. Tentative Tract Map (TTM) No. 84347 _
Applicant: Douglas Maupin, Maupin Development
Address: 438 W. Carson Street
Request: To construct a 51-unit multi-family condominium development at on a 1.2-acre site.

Action: Continue to a future date

3. Design Overlay Review (DOR) No. 1747-18, Conditional Use Permit (CUP) No. 1076-18 Applicant: Max Netty/ Richard Finkel
Address: 17455 S. Central Avenue
Request: A request for approval of a Site Plan and Design Review (DOR) and a Conditional Use Permit (CUP) to develop a new drive through car wash and related site improvements at a 2.5-acre property that currently contains a Chevron gas station and McDonald’s.

Action: Approved

4. Minor Conditional Use Permit (mCUP No. 04-25) – Small Social Service Center Applicant: A Better Tomorrow Services
Address: 20630 S. Leapwood Avenue, 300F
Request: A request to utilize 1,629 square feet of existing space as a social service center.

Action: Approved

5. Public Hearing for Consideration of a Recommendation to City Council Regarding Zoning Text Amendment (ZCC 02-25)
Applicant: City of Carson
Address: Citywide
Request: Consideration of recommending that the City Council make a finding of applicability of CEQA Guidelines Section 15061(b)(3) and approve amendments to the Carson Zoning Ordinance amending Sections 9211.3 (Development Regulations), and 9211.4, (Supplemental R egulations) of Division 1 (Residential Districts), and Sections 9212.3 (Development Regulations), and 9212.4 (Supplemental

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Regulations) of Division 2 (Mixed-Use Districts) of Part 2 (Base, Overlay and Special Districts) of the New Carson Zoning Code (Chapter 1 [Zoning] of Article IX [Planning And Zoning] of the Carson Municipal Code), to make various modifications to ensure co mpliance with the State Housing Element law, including Government Code Sections 65583(c)(1) and 65583.2(h)-(i), and consistency with the City’s 2021- 2029 Housing Element.

Action: Approved

6. Zone Text Amendment (ZCC No. 04-25) to update and clarify on-site, business signage-related code sections
Applicant: City of Carson
Address: Citywide
Request: To consider a recommendation of approval to the City of Carson City Council regarding adoption of a Zone Text Amendment (ZTA) to the Carson Municipal Code (CMC), an ordinance amending Sections 9136.7 (Business Signs – Commercial) of Part 3 and 9146.7 (Business Signs – Industrial) of Part 4, Section 9190 (Definitions) of Part 9, and Sections 9167.1 (Signs) and Section 9167.3 (Prohibited Signs) of Part 6 (General Development Standards) of the Carson Zoning Code (Chapter 1 [Zoning] of Article IX [Planning And Zon ing] of the Carson Municipal Code to update and clarify on-site, business signage-related code sections.

Action: Continued to June 24, 2025

Planning Commission June 2025

7. Tentative Parcel Map (TPM) Case No. 02-24 for TPM 84421 Applicant: Link Logistics Real Estate
Address: 100 W. Alondra Blvd. (112 W. Alondra Blvd. and 219 W. Gardena Blvd.) Request: A request for approval of a Tentative Parcel Map (TPM) to subdivide a 592,546 sq. ft. parcel into two legal parcels.

Action: Approved

8. Public Hearing for Consideration of a Recommendation to City Council Regarding Zoning Text Amendment (ZCC 04-25)
Applicant: City of Carson
Address: Citywide
Request: Consideration of a Resolution recommending that the City Council make a finding of applicability of CEQA Guidelines Section 15061(b)(3) and approve various amendments to the text of the City’s Zoning Ordinance related to the Community Development Director approval authority and requirements and City Council review procedures.

Action: Approved

9. Zone Text Amendment (ZCC No. 03-25) to update and clarify on-site, business signage-related code sections
Applicant: City of Carson
Address: Citywide

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Request: To consider a recommendation of approval to the City of Carson City Council regarding adoption of a Zone Text Amendment (ZTA) to the Carson Municipal Code (CMC), an ordinance amending Sections 9136.7 (Business Signs – Commercial) of Part 3 and 9146.7 (Business Signs – Industrial) of Part 4, Section 9190 (Definitions) of Part 9, and Sections 9167.1 (Signs) and Section 9167.3 (Prohibited Signs) of Part 6 (General Development Standards) of the Carson Zoning Code (Chapter 1 [Zoning] of Article IX [Pl anning And Zoning] of the Carson Municipal Code to update and clarify on-site, business signage-related code sections.

Action: Continue to July 8, 2025

Planning Commission July 2025

Nothing to report for the month of July due to the cancellation of the meetings.

Planning Commission August 2025

10. Modification of Conditions of Discretionary Permit (MOD) 00001-25 Applicant: Crystal Shea, Network Connex
Owner: Glenn F and Joanne S Barton Trust
Address: 21350 S. Alameda Street
Request: A request to modify the conditions of approval for Conditional Use Permit No. 983-15, Design Overlay Review (DOR) 1581-15, and Variance (VAR) No. 558-15.

Action: Approved

Planning Commission September 2025

Nothing to report for the month of September due to the cancellation of the meetings.

Planning Commission October 2025

11. Consider Adopting a Resolution Finding a CEQA Exemption and Approval of Site Design Overlay Review (DOR) No. 18-25 for the Development of a 51-Unit Condominium Project Applicant: Maupin Development
Owner: Harbor Federal Credit Union
Address: 438 W. Carson Street
Request: A request to c onsider finding a CEQA exemption and approval of Design Overlay Review (DOR) No. 18-25 for the development of a 51-unit.

Action: Approved

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Planning Commission November 2025

12. Site Plan and Design Review (DOR) No. 4-24
Applicant: Watson Land Company
Address: 2277 E. 220th Street
Request: Consider Site Plan and Design Review No. 4-24 for development of a 58,938 square foot Class A light industrial building and associated site improvements.

Action: Approved

Planning Commission December 2025

13. Tentative Tract Map (TTM) No. 1000008-24 and Design Overlay Review (DOR) No. 1959-24 Applicant: Jefferson Ohio
Owner: Bill Hassan
Address: 21135 ½ Bolsa Avenue
Request: A request to consider finding a CEQA exemption and approving Design Overlay Review (DOR) No. 1959 -24 for the development of an eight-unit detached residential condominium project.

Action: Continued

14. General Plan Amendment (2025 GPA-03)
Applicant: City of Carson
Address: Citywide
Request: A request for a recommendation to the City Council to adopt General Plan Amendment (GPA) No. 03 -25, an amendment to the Noise Element of the City's General Plan to clarify its alignment with existing language in the City's Noise Ordinance and to establish clear standards for new development projects while protecting the community noise environment.

Action: Approved

15. Request For A One-Year Time Extension Of Project Entitlement DOR No. 1785 -19 To Comply With Conditions of Approval
Applicant: Marcel Martins/ CreateRE
Owner: Armin Haghi and Sean Haghi
Address: 2625 E. Carson St.

Request: A request for a one-year time extension of project entitlement DOR No. 1785 -19 to comply with conditions of approval.

Action: Approved

CITY OF CARSON 701 East Carson Street
Report to Successor Agency
Tuesday, January 6, 2026, 5:00 PM
CONSENT 17. To: Successor Agency From: Nathan Freeman, Director of Community and Economic Development CD Administration Subject: CONSIDER APPROVAL OF THE SUCCESSOR AGENCY RECOGNIZED OBLIGATION PAYMENTSCHEDULE (ROPS FY 26-27) FOR THE PERIOD OF JULY 1, 2026 TO JUNE 30, 2027 (CITY COUNCIL) I. SUMMARY
Presented for the Carson Successor Agency Board approval is the proposed Recognized Obligation Payment Schedule (ROPS) for Fiscal Year 2026-27 as required by Health and Safety Code §34180.  If approved by the Successor Agency Board, the ROPS documents will be submitted to the Los Angeles County Second Supervisorial District Consolidated Oversight Board (“Second District Consolidated Oversight Board”) for approval. The Successor Agency is required to submit the Second District Oversight Board-approved ROPS to the State Department of Finance, County Auditor Controller and other required agencies in advance of the February 1, 2026, deadline.

II. RECOMMENDATION
APPROVE the ROPS FY 26-27 and DIRECT staff to submit the ROPS FY 26-27 with any necessary amendments to the Second District Consolidated Oversight Board and required agencies for approval.

III. ALTERNATIVES
TAKE another action the Successor Agency deems appropriate.

IV. BACKGROUND
With the dissolution of the Carson Redevelopment Agency, the Carson Successor Agency is required to prepare and submit the Oversight Board-approved ROPS and Administrative Budget to the State Department of Finance (DOF) and certain other agencies to receive funding for debt service, enforceable obligation payments, and administrative costs. The Countywide Second District Consolidated Oversight Board will consider ROPS FY 26-27 on January 20, 2026. The deadline for submitting the Oversight Board-approved ROPS FY 26-27 to the DOF, State Controller’s Office, and Los Angeles County Auditor-Controller is February 1, 2026. The Final FY 26-27 ROPS must also be posted on the City/Successor Agency’s website.

Redevelopment Agency Dissolution, Successor Agency and ROPS Process On December 28, 2011, in the California Redevelopment Association v. Matosantos case, the California Supreme Court upheld AB1X 26, which dissolved redevelopment agencies in California effective February 1, 2012. The successor agency is the entity charged with performance of the redevelopment agency’s “enforceable obligations” (generally speaking, the obligations of the redevelopment agency as of June 28, 2011, when AB1X 26 was signed by the Governor) and with winding down the redevelopment agency’s affairs (e.g., projects, properties, enforceable obligations, etc.). The Carson Successor Agency is the successor to the former Carson Redevelopment Agency.

Pursuant to AB1X 26, AB 1484, and SB 107, successor agencies are funded based on obligations that are specifically listed on the ROPS, which is required to be approved by the oversight board at a public meeting.

Successor agencies must submit a copy of the ROPS to the County Auditor-Controller, the County Administrative Officer, and the State Department of Finance at the same time the successor agencies submit the ROPS to their oversight boards for approval. Furthermore, once a ROPS is approved by the oversight board, the approved ROPS is then submitted to the State Department of Finance, the County Auditor-Controller, and the State Controller’s Office and posted on the successor agency’s Internet website.

The Countywide Oversight Board formed on July 1, 2018, based on the five supervisorial districts in Los Angeles County. The Carson Successor Agency is part of the Second District along with six other Successor Agencies. The LA County Commission Services, a division of the Executive Office of the Board of Supervisors, provides ongoing administrative support for the Countywide Oversight Board.

Carson Successor Agency ROPS FY 26-27
The proposed Recognized Obligation Payment Schedule (ROPS) for Fiscal Year 2026-27 attachment (Exhibit No. 1) consists of four components:

1) Summary: Each enforceable obligation is to be paid from the following sources: 1) Bond Proceeds, 2) Reserve Balance, 3) Other Funds, and/or 4) the Redevelopment Property Tax Trust Fund (RPTTF). The summary page identifies and provides the amount of funding sources that will be used to pay off the enforceable obligations by the Agency.

For FY 2026-27, the funding to pay for the Successor Agency’s costs come from Agency Reserves and RPTTF.  The Reserve amount equals the amount requested for bond debt service in the prior period ROPS, as required by the Bond Indentures. The RPTTF amount equals the total amount of Agency obligations not funded by other sources of funding. RPTTF are former tax increments of the former Carson Redevelopment Agency that are available to the Agency in amounts equal to its current year obligations, as approved by the DOF. 2) Detail: All Outstanding Agency obligations are listed by line item. The detail section of the ROPS provides a summary of payments to be made in the FY 26-27, which include items such as bond debt servicing, rental subsidy payments, and property disposition costs. In addition, funding sources for the obligations are identified. 3) Cash Balance: This page shows cash balance and the sources of those balances that Agency has available through June 30, 2024.

4) Administration Budget: Pursuant to the Dissolution Act, an “Administrative Cost Allowance” is paid to the Successor Agency from property tax revenues remitted by the Los Angeles County Auditor-Controller. The Administrative Cost Allowance is defined as an amount, subject to the approval of the Oversight Board, which is up to 3% of the property tax remitted for enforceable obligations from the Redevelopment Property Tax Trust Fund (RPTTF) in the preceding fiscal year. The amount shall not be less than $250,000 for any fiscal year unless the Oversight Board reduces this amount. The Dissolution Act requires each administrative budget be prepared for the upcoming six-month fiscal period. As such, the Successor Agency Board is being requested to approve the next two administrative budgets for the periods of July 1, 2026, through December 31, 2026, and January 1, 2027, through June 30, 2027, to coincide with the fiscal year period covered by the ROPS.

The Administrative Budget of $461,062 being presented includes reimbursement for City staff time, reimbursement to the City for indirect overhead costs, and operating and contract service costs necessary to facilitate the wind down of the former Carson Redevelopment Agency.

V. FISCAL IMPACT
The ROPS is the Successor Agency budget for Fiscal Year 2026-27 and includes all debt obligations, administrative costs, and costs associated with the sale of Successor Agency owned parcels. The Successor Agency is requesting total funding of $25,154,156 of which $10,723,777 would be from Reserve Balance and $14,430,379 from the Redevelopment Property Tax Trust Fund (RPTTF) including the $461,062 RPTTF Administration amount.

VI. EXHIBITS

1. ROPS FY 26-27

Attachments
Carson Successor Agency ROPS 26-27.pdf
Recognized Obligation Payment Schedule (ROPS 26-27) - Summary Filed for the July 1, 2026 through June 30, 2027 Period Successor Agency: Carson
County: Los Angeles
Current Period Requested Funding for Enforceable
Obligations (ROPS Detail)
26-27A Total
(July -
December)
26-27B Total
(January -
June)
ROPS 26-27
Total
A Enforceable Obligations Funded as Follows (B+C+D) $ 3,027,758 $ 7,696,019 $ 10,723,777 B Bond Proceeds - - -
C Reserve Balance 3,027,758 7,696,019 10,723,777
D Other Funds - - -
E Redevelopment Property Tax Trust Fund (RPTTF) (F+G) $ 11,134,274 $ 3,296,105 $ 14,430,379 F RPTTF 10,903,743 3,065,574 13,969,317
G Administrative RPTTF 230,531 230,531 461,062
H Current Period Enforceable Obligations (A+E) $ 14,162,032 $ 10,992,124 $ 25,154,156 Certification of Oversight Board Chairman:

Name Title
Pursuant to Section 34177 (o) of the Health and Safety
code, I hereby certify that the above is a true and
accurate Recognized Obligation Payment Schedule for
the above named successor agency. /s/
Signature Date
Carson
Recognized Obligation Payment Schedule (ROPS 26-27) - ROPS Detail July 1, 2026 through June 30, 2027

A B C D E F G H I J K L M N O P Q R S T U V W
Item
#
Project
Name
Obligation
Type
Agreement
Execution
Date
Agreement
Termination
Date
Payee Description Project
Area
Total
Outstanding
Obligation
Retired ROPS
26-27 Total
ROPS 26-27A (Jul - Dec)
26-27A
Total
ROPS 26-27B (Jan - Jun)
26-27B
Total
Fund Sources Fund Sources
Bond
Proceeds
Reserve
Balance
Other
Funds RPTTF Admin
RPTTF
Bond
Proceeds
Reserve
Balance
Other
Funds RPTTF Admin
RPTTF
$215,526,949 $25,154,156 $- $3,027,758 $- $10,903,743 $230,531 $14,162,032 $- $7,696,019 $- $3,065,574 $230,531 $10,992,124 1 2003B
Bonds
Bonds
Issued On
or Before
12/31/10
12/18/
2003
10/01/2034 BANK OF

NEW YORK
Bond Issue
for Capital
Projects
Project
1 13,920,000 N $- - - - - - $- - - - - - $-
23 Arbitrage
Services
Bonds
Issued On
or Before
12/31/10
07/01/
2016
06/30/2021 BOND

LOGISTIX
LLC
Bond
Arbitrage
reporting
CC 300,000 N $20,000 - - - 10,000 - $10,000 - - - 10,000 - $10,000 29 Appraisal
Services
Property
Dispositions
07/01/
2016
06/30/2021 EICHEL INC. Appraisal
services
CC 112,500 N $7,500 - - - 7,500 - $7,500 - - - - - $-
69 Employee
Costs-
Agency
Admin
Costs
07/01/
2016
06/30/2021 SUCCESSOR
AGENCY

EMPLOYEES
Salaries and
Benefits
CC 6,915,930 N $461,062 - - - - 230,531 $230,531 - - - - 230,531 $230,531 72 Avalon
DDA

OPA/DDA/
Construction
09/01/
1995
08/02/2025 AVALON

COURTYARD
Rent Subsidy CC - Y $- - - - - - $- - - - - - $-
73 Carson
Terraces
DDA

OPA/DDA/
Construction
10/01/
1998
12/26/2030 CARSON

TERRACES
Rent Subsidy CC 366,600 N $73,320 - - - 36,660 - $36,660 - - - 36,660 - $36,660 105 Trustee
Fees
Professional
Services
07/01/
2016
06/30/2021 BNY

WESTERN
TRUST
Fiscal/
financial
analysis
services
CC 601,059 N $40,071 - - - 25,071 - $25,071 - - - 15,000 - $15,000 137 Continuing
Disclosure
Services
Professional
Services
07/01/
2016
06/30/2021 RSG

CONSULTING
Continuing
Disclosure
Reporting
CC 937,117 N $62,474 - - - 62,474 - $62,474 - - - - - $- 140 2014
Bonds,
Project
No. 1 (140
& 149)
Bonds
Issued After
12/31/10
04/23/
2014
10/01/2034 BANK OF

NEW YORK
Refinance of
Outstanding
Bonds for
Debt Service
Savings
Project
1 7,913,344 N $2,260,713 - 143,169 - 2,025,000 - $2,168,169 - - - 92,544 - $92,544 149 2014
Bonds,
Project
No. 1 (140
& 149)
Reserves 04/23/
2014
10/01/2034 BANK OF

NEW YORK
Reserve for
Payment Due
October 1st
per Bond
Requirements
Project
1 5,050,088 N $92,544 - - - - - $- - - - 92,544 - $92,544 167 2015B
Bonds
(167 &
168)
Bonds
Issued After
12/31/10
08/20/
2015
02/01/2036 BANK OF

NEW YORK
Bond issued
for Capital
Projects
Merged 23,181,579 N $5,838,990 - - - 481,995 - $481,995 - 5,356,995 - - - $5,356,995 168 2015B
Bonds
(167 &
168)
Bonds
Issued On
or Before
12/31/10
08/20/
2015
02/01/2036 BANK OF

NEW YORK
Bond issued
for Capital
Projects
CC 20,750,790 N $5,356,995 - - - 5,356,995 - $5,356,995 - - - - - $-

A B C D E F G H I J K L M N O P Q R S T U V W
Item
#
Project
Name
Obligation
Type
Agreement
Execution
Date
Agreement
Termination
Date
Payee Description Project
Area
Total
Outstanding
Obligation
Retired ROPS
26-27 Total
ROPS 26-27A (Jul - Dec)
26-27A
Total
ROPS 26-27B (Jan - Jun)
26-27B
Total
Fund Sources Fund Sources
Bond
Proceeds
Reserve
Balance
Other
Funds RPTTF Admin
RPTTF
Bond
Proceeds
Reserve
Balance
Other
Funds RPTTF Admin
RPTTF
172 2016A
Bonds,
Project 1
(172 &
173)
Bonds
Issued After
12/31/10
12/06/
2016
02/01/2037 BANK OF

NEW YORK
Refinance of
Outstanding
Bonds for
Debt Service
Savings
Project
1 13,059,552 N $723,416 - - - 206,708 - $206,708 - 516,708 - - - $516,708 173 2016A
Bonds,
Project 1
(172 &
173)
Reserves 12/06/
2016
02/01/2037 BANK OF

NEW YORK
Reserve for
Payment Due
February 1st
per Bond
Requirements
Project
1 11,264,776 N $516,708 - - - 516,708 - $516,708 - - - - - $- 174 2017A
Bonds,
Project 1
(174 &
175)
Bonds
Issued After
12/31/10
02/28/
2017
02/01/2036 BANK OF

NEW YORK
Reserve for
Payment Due
February 1st
per Bond
Requirements
Project
1 9,142,425 N $916,632 - - - 148,316 - $148,316 - 768,316 - - - $768,316 175 2017A
Bonds,
Project 1
(174 &
175)
Reserves 02/28/
2017
02/01/2036 BANK OF

NEW YORK
Refinance of
Outstanding
Bonds for
Debt Service
Savings
Project
1 8,266,213 N $768,316 - - - 768,316 - $768,316 - - - - - $- 176 2018
Bonds,
Project 4
(176 &
177)
Bonds
Issued After
12/31/10
02/27/
2018
10/01/2041 BANK OF

NEW YORK
Refinance of
Outstanding
Bonds for
Debt Service
Savings
22,268,259 N $1,394,019 - 1,094,197 - - - $1,094,197 - - - 299,822 - $299,822 177 2018
Bonds,
Project 4
(176 &
177)
Reserves 02/27/
2018
10/01/2041 BANK OF

NEW YORK
Refinance of
Outstanding
Bonds for
Debt Service
Savings
18,727,031 N $1,114,822 - - - - - $- - - - 1,114,822 - $1,114,822 179 2020A
Bonds
(179 &
180)
Bonds
Issued After
12/31/10
08/11/
2020
08/01/2036 BANK OF

NEW YORK
Refinance of
Outstanding
Bonds for
Debt Service
Savings
15,765,921 N $1,937,483 - 1,790,392 - - - $1,790,392 - - - 147,091 - $147,091 180 2020A
Housing
Bonds
(179 &
180)
Reserves 08/11/
2020
08/01/2036 BANK OF

NEW YORK
Reserves for
Bond Debt
Service due
13,082,765 N $1,257,091 - - - - - $- - - - 1,257,091 - $1,257,091 181 2020B
Bonds
(181 &
182)
Bonds
Issued After
12/31/10
08/11/
2020
02/01/2036 BANK OF

NEW YORK
Refinance of
Outstanding
Bonds for
Debt Service
Savings
12,513,000 N $1,258,000 - - - 204,000 - $204,000 - 1,054,000 - - - $1,054,000 182 2020B
Bonds
(181 &
182)
Reserves 08/11/
2020
02/01/2036 BANK OF

NEW YORK
Reserves for
Bond Debt
Service due
11,388,000 N $1,054,000 - - - 1,054,000 - $1,054,000 - - - - - $- Carson
Recognized Obligation Payment Schedule (ROPS 26-27) - Report of Cash Balances July 1, 2023 through June 30, 2024
(Report Amounts in Whole Dollars)
Pursuant to Health and Safety Code section 34177 (l), Redevelopment Property Tax Trust Fund (RPTTF) may be listed as a source of payment on the ROPS, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation.

A B C D E F G H
ROPS 23-24 Cash Balances
(07/01/23 - 06/30/24)
Fund Sources
Comments
Bond Proceeds Reserve Balance Other Funds RPTTF
Bonds issued
on or before
12/31/10
Bonds issued
on or after
01/01/11
Prior ROPS
RPTTF and
Reserve
Balances retained
for future
period(s)
Rent, grants,
interest, etc.

Non-Admin
and Admin

1 Beginning Available Cash Balance (Actual 07/01/23)
RPTTF amount should exclude "A" period distribution
amount.
3,894,112 7,877,589 3,669,709 3,145,245
2 Revenue/Income (Actual 06/30/24)
RPTTF amount should tie to the ROPS 23-24 total
distribution from the County Auditor-Controller
510,043 9,543,350
3 Expenditures for ROPS 23-24 Enforceable Obligations
(Actual 06/30/24)
5,311,031 6,794,496 6,796,090
4 Retention of Available Cash Balance (Actual 06/30/24) RPTTF amount retained should only include the amounts
distributed as reserve for future period(s)
966 5,811,028
5 ROPS 23-24 RPTTF Prior Period Adjustment
RPTTF amount should tie to the Agency's ROPS 23-24 PPA
form submitted to the CAC
No entry required 81,427
6 Ending Actual Available Cash Balance (06/30/24)
C to F = (1 + 2 - 3 - 4), G = (1 + 2 - 3 - 4 - 5)
$3,894,112 $- $2,566,558 $(2,615,710) $50
Carson
Recognized Obligation Payment Schedule (ROPS 26-27) - Notes July 1, 2026 through June 30, 2027
Item # Notes/Comments
1 23
29 69
72 73
105
137
140
149
167
168
172
173
174
175
176
177
179
180
181
182
ROPS 2026-27AROPS 2026-27B
Description Annual Budget Budget
Full Time Employees / Portion
Office of City Manager 65,000 32,500 32,500 Office of City Clerk 8,500 4,250 4,250 Office of City Treasurer 9,500 4,750 4,750 Human Resources & Risk Management 7,500 3,750 3,750 Finance Department 93,000 46,500 46,500 Community & Economic Development 147,562 73,781 73,781 Full Time Employees / Portion Subtotal 331,062 165,531 165,531 Contractual Services / Consultants/Legal
Agency Counsel 63,000 31,500 31,500 Other Services 10,000 5,000 5,000 Consultants 57,000 28,500 28,500
Contractural Services Subtotal 130,000 65,000 65,000
TOTAL ADMIN ALLOWANCE 461,062 230,531 230,531 Exhibit B
Carson Succesor Agency
Administrative Budget for 2026-27
February 1, 2026
Proposed
CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, January 6, 2026, 5:00 PM
CONSENT 18. To: Honorable Mayor and City Council From: Nathan Freeman, Director of Community and Economic Development CD Administration Subject: CONSIDER THE CITY OF CARSON COMMUNITY FACILITIES DISTRICT NO. 2018-01(MAINTENANCE AND SERVICES) ANNUAL REPORT AS REQUIRED BY STATE SENATE BILL 165 (CITYCOUNCIL) I. SUMMARY
The City of Carson Community Facilities District No. 2018-01 (“CFD”) is subject to the Local Agency Special Tax and Bond Accountability Act, SB 165. SB 165 requires the filing of an annual report with the City Council acting in its capacity as the legislative body of the CFD. The annual report provides information pertaining to the CFD including collected revenue and expenditures. The Fiscal Year 2025-26 Annual Report attached as Exhibit No. 1 ("Annual Report") has been prepared to comply with Sections 50075.1 through 50075.5 of California Government Code, which were enacted pursuant to SB 165.

II. RECOMMENDATION
RECEIVE and FILE the Annual Report filed by the chief fiscal officer of the City as the levying local agency for the CFD (Exhibit No. 1).

III. ALTERNATIVES
TAKE another action deemed appropriate by the City Council.

IV. BACKGROUND
California Government Code Section 50075.1 requires that any local special tax or local bond measure subject tovoter approval contain a statement indicating the specific purposes of the special tax, require that the proceeds of the special tax be applied to those purposes, require the creation of an account into which the proceeds shall bedeposited, and require an annual report with specified information concerning the use of the proceeds.

Specifically regarding the required annual report, Section 50075.3 of California Government Code states:
“The chief fiscal officer of the levying local agency shall file a report with its governing body no later than January 1,2002, and at least once a year thereafter. The annual report shall contain all of the following:
(a) The amount of funds collected and expended.(b) The status of any project required or authorized to be funded as identified in subdivision (a) of [GovernmentCode] Section 50075.1.” Accordingly, the Annual Report has been reviewed and approved by the chief fiscal officer of the City as the levyinglocal agency for filing with the City Council as governing body for the CFD. The Annual Report contains theinformation required by Government Code Section 50075.3.

SB 165 Statement of Purpose of CFD Special TaxThe statement of purpose of the CFD is as follows: To fund certain municipal services associated with newindustrial and multi-family residential developments. The services consist of, but are not limited to: law enforcementservices, street sweeping/sidewalk cleaning and maintenance, maintenance of parks, parkways, and open space,maintenance of roadways, flood and storm protection services, and other eligible services permitted by the Act to service properties within the boundaries of the CFD.

CFD No. 2018-01 Services Fund
The table on pg. 2 of the Annual Report shows the amount of CFD revenue collected, expenditures and fundbalance as of June 30, 2025. $715,538 was collected in fiscal year 2024-2025. Since its formation in 2018, theCFD has collected approximately $2 Million in revenue. As sufficient funds have now accumulated for certainmaintenance projects, expenditures are anticipated to be made the following fiscal year(s).

V. FISCAL IMPACT
None. There is no fiscal impact associated with the receiving and filing of this Annual Report.

VI. EXHIBITS

1. Carson CFD No. 2018-01 Annual Report (FY 25-26)

Attachments
CFD 2018-1 FY 25-26 Annual Report.pdf

Annual Report
Fiscal Year 2025-2026
City of Carson
Community Facilities District No. 2018-01
(Maintenance and Services)
Prepared For
December 2025

Table of Contents

Sections
Section 1. District Summary ___________________________________________________ 1 Section 2. Senate Bill 165 Report _______________________________________________ 2 Section 3. Levy Analysis ______________________________________________________ 3 Section 4. Payment History ___________________________________________________ 5

Tables
Table 3-1. Service Costs and Expenses ___________________________________________ 3 Table 3-2. Applied Special Tax Rates ____________________________________________ 3 Table 3-3. Special Tax Rate Comparison __________________________________________ 4 Table 4-1. Delinquency Summary _______________________________________________ 5

Appendices
Appendix A. District Boundary _________________________________________________ A-1 Appendix B. Rate and Method of Apportionment __________________________________ B-1 Appendix C. Final Levy Detail Report ____________________________________________ C-1

1. District Summary

Annual Report for 2025
City of Carson Community Facilities District No. 2018-01 (Municipal Services) 1

Community Facilities District No. 2018-01 (Maintenance and Services)

District Description
The City of Carson (the “City”) formed Community Facilities District No. 2018-01 (Maintenance and Services) (the “District”) pursuant to the Mello -Roos Community Facilities Act of 1982 (the “Act”) in 2018 to fund certain municipal services associated with new industrial and residential developments. The District has a Future Voluntary Annexation Area which encompasses the entire boundaries of the City.

Services provided by the District include but are not limited to ; law enforcement services, street sweeping/sidewalk cleaning and maintenance, maintenance of parks, parkways, and open space, maintenance of roadways, flood and storm protection services, and other eligible services permitted by the Act.

2. Senate Bill 165 Report

Annual Report for 2025
City of Carson Community Facilities District No. 2018-01 (Municipal Services) 2

SB 165: Local Agency Special Tax and Bond Accountability Act Senate Bill 165 shall be cited as the Local Agency Special Tax and Bond Accountability Act (the “Act”). This Act requires that any local Special Tax/local bond measure subject to voter approval contain a statement indicating the specific purposes of the Special Tax, require that the proceeds of the Special Tax be applied to those purposes, require the creation of an account into which the proceeds shall be deposited, and require an annual report containing specified information concerning the use of the proceeds. The Act only applies to bonds issued on or after January 1, 2001, in accordance with Sections 50075.1 and 53410 of the California Government Code.

Some of the requirements of the Act are handled at the formation (bond issuance) of the Special Tax District and others are handled through annual reports. This section of the report intends to comply with Sections 50075.3 and 53411 of the California Government Code that states:

The chief fiscal officer of the issuing local agency shall file a report with its governing body no later than January 1, after the bonds have been issued and at least once a year thereafter. The annual report shall contain all of the following:
a. The amount of funds collected and expended (shown in table 2-1 below).

Fiscal Year 2024-25 Revenues (1)
Special Taxes Levied $717,299
Less: Delinquency as of 10/30/2025 $1,761
Total Special Taxes Received $715,538
2025 Expenditures (1)
Services $713,116
Administrative Expenses(2) $4,184
Total Expenditures $717,299
(1) Amount Enrolled for FY 2024-25 to pay the costs of the Services and Administrative Expenses. (2) Amount allocated to Administrative Expenses may not have been expended in its entirety.

b. The status of any project required or authorized to be funded as identified in subdivision (a) of Section 50075.1 and Section 53410.

CFD No. 2018-01 is a non-bonded District that provides funding for certain municipal services associated with new industrial and residential developments Services provided by the District which include, but are not limited to; law enforcement services, street sweeping/sidewalk cleaning and maintenance, maintenance of parks, parkways, and open space, maintenance of roadways, flood and storm protection services, and other eligible services permitted by the Act.

3. Levy Analysis

Annual Report for 2025
City of Carson Community Facilities District No. 2018-01 (Municipal Services) 3

FY 2025-26 Special Tax Levy
The following tables provide a summary of the service costs, expenses, and final levy amounts for Fiscal Year 2025-

26. Table 3-1
Service Costs and Expenses

Description Amount
Services Cost $771,456.16
Administrative Fees/Expenses(1) $10,110.25
Total Special Tax Levy Amount: $781,566.41

Special Tax Rates
The Fiscal Year 2025-26 applied rates and special tax levy are shown in the table below.

Table 3-2
Applied Special Tax Rates

Tax Zone
Levied
Parcel
Count Units Acres
FY 2025-26
Applied Tax
Rate(2)
Total FY 2025-26
Special Tax Levy(3)
Tax Zone 1 1 0 4.62 $2,563.69 $11,834.00
Tax Zone 2 2 0 19.05 $2,381.38 $45,365.31
Tax Zone 3 1 32 N/A $800.12 $25,603.93
Tax Zone 5 5 5 N/A $1,092.38 $5,461.90
Tax Zone 6 211 211 N/A $1,272.55 $268,508.05
Tax Zone 7 1 0 6.58 $3,786.98 $24,914.51
Tax Zone 8 1 0 2.86 $7,741.29 $22,109.11
Tax Zone 9 1 0 13.66 $1,109.65 $15,156.69
Tax Zone 10 1 0 5.45 $9,286.09 $18,377.18
Tax Zone 11 1 0 14.28 $7,741.29 $110,553.32
Tax Zone 12 9 9 N/A $1,272.55 $11,452.95
Tax Zone 13 1 0 6.72 $3,786.96 $25,440.83
Tax Zone 14 2 0 19.46 $3,786.97 $73,683.03
Tax Zone 15 1 0 2.54 $3,793.70 $9,635.99
Tax Zone 16 1 0 0.14 $3,786.94 $545.32
Tax Zone 17 0 0 0.00 $0.00 $0.00
Tax Zone 18 1 0 12.34 $3,786.97 $46,727.37
Tax Zone 19 1 0 5.72 $3,786.97 $21,657.67
Tax Zone 20 35 35 N/A $1,272.55 $44,539.25
Total 276 $781,566.41

1 Includes County collection fees and installment rounding for tax roll purposes. 2 Tax Zones 3, 5, 6, 12 and 20 are levied per Unit. All other tax zones are levied per acre. 3 Tax levy amount includes installment rounding for tax roll purposes, where applicable.

3. Levy Analysis

Annual Report for 2025
City of Carson Community Facilities District No. 2018-01 (Municipal Services) 4

Annual Special Tax Rate Increase
The maximum special tax rates for Tax Zones 1, 2, 3, 5, and 9 shall be increased by the percentage change in the November annualized Consumer Price Index for Los Angeles -Long Beach-Anaheim for all Urban Consumers. The maximum special tax rates for Tax Zones 6, 7, 8, 10, 11, 12, 13, 14, 15, 16, 17, 18, and 19 increased automatically by 7% annually through July 1, 2024. Commencing July 1, 2025, and thereafter, Tax Zones 6, 7, 8, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, and 20 shall be increased by the percentage change in the November CPI for Los Angeles - Long Beach-Anaheim for all Urban Consumers.

Should the total revenue for a Tax Zon e not be fully realized when all Parcels in the Tax Zone are classified as Developed Property, the Special Tax rate per benefit unit (Units or Acres) shall be adjusted so that the Special Tax per benefit unit is sufficient to generate the total Expected Special Ta x Revenue for that Tax Zone , adjusted annually by the Tax Escalation Factor for each respective Tax Zone. The Maximum Special Tax Rate shall be the greater of the Maximum Special Tax Rates as shown in Attachmen t 1 to Rate and Method of Apportionment for each respective Tax Zone, adjusted annually by the Tax Escalation Factor for each respective Tax Zone, or the Special Tax Rate s calculated to generate the total Expected Special Tax Revenue for that Tax Zone, adjusted annually by the Tax Escalation Factor for each respective Tax Zone.

Special Tax Rate Comparison
The Fiscal Year 2025-26 maximum tax rates and applied tax rates compared to the prior year are shown below.

Table 3-3
Special Tax Rate Comparison
FY 2024-25 FY 2025-26 % Change
in Applied
Tax Rate Tax Zone
Rate
Per
Maximum
Tax Rate
Applied
Tax Rate
% of
Maximum
Maximum
Tax Rate
Applied
Tax Rate
% of
Maximum
Zone 1 Acre $2,483.97 $2,483.97 100.00% $2,563.69 $2,563.69 100.00% 3.21% Zone 2 Acre $2,214.33 $2,214.33 100.00% $2,381.38 $2,381.38 100.00% 7.54% Zone 3 Unit $775.24 $775.24 100.00% $800.12 $800.12 100.00% 3.21% Zone 5 Unit $1,058.41 $1,058.41 100.00% $1,092.39 $1,092.38 100.00% 3.21% Zone 6 Unit $1,232.98 $1,232.98 100.00% $1,272.56 $1,272.55 100.00% 3.21% Zone 7 Acre $3,669.22 $3,669.22 100.00% $3,786.98 $3,786.98 100.00% 3.21% Zone 8 Acre $7,500.57 $7,500.57 100.00% $7,741.29 $7,741.29 100.00% 3.21% Zone 9 Acre $1,075.14 $1,075.14 100.00% $1,109.65 $1,109.65 100.00% 3.21% Zone 101 Acre $3,669.22 $3,669.22 100.00% $9,286.10 $9,286.09 100.00% 153.08% Zone 11 Acre $7,500.57 $7,500.57 100.00% $7,741.29 $7,741.29 100.00% 3.21% Zone 12 Unit $1,232.98 $1,232.98 100.00% $1,272.55 $1,272.55 100.00% 3.21% Zone 13 Acre $3,669.21 $3,669.21 100.00% $3,786.97 $3,786.96 100.00% 3.21% Zone 14 Acre $3,669.21 $3,669.21 100.00% $3,786.97 $3,786.97 100.00% 3.21% Zone 15 Acre $3,669.21 $3,669.21 100.00% $3,793.70 $3,793.70 100.00% 3.39% Zone 16 Acre $3,669.21 $3,669.21 100.00% $3,786.97 $3,786.94 100.00% 3.21% Zone 17 Acre $7,500.56 $0.00 0.00% $7,741.28 $0.00 0.00% 0.00% Zone 18 Acre $3,669.21 $3,669.21 100.00% $3,786.97 $3,786.97 100.00% 3.21% Zone 19 Acre $3,669.21 $3,669.21 100.00% $3,786.97 $3,786.97 100.00% 3.21% Zone 20 Unit $1,232.98 $0.00 0.00% $1,272.55 $1,272.55 100.00% 0.00%

1 A reduction in the total acreage of Developed Property, and the resulting Maximum Special Tax Rate reflecting the Total Expec ted Special Tax Revenue, caused the Applied Tax Rate to increase significantly but the total levy for the Tax Zone to decrease by 8.17%.

4. Payment History

Annual Report for 2025
City of Carson Community Facilities District No. 2018-01 (Municipal Services) 5

The following table summarizes the number of delinquent parcels, the amount delinquent and the amount due for each tax year calculated through October 30, 2025.

Table 4-1
Delinquency Summary
Fiscal Year Special Tax Levied
Delinquent
Special Tax
Amount Delinquent Parcels % Delinquent
2023-24 $571,466.87 $0.00 0 0.00%
2024-25 $717,299.27 $1,761.34 2 0.25%
Total $1,288,766.14 $1,761.34 2 0.14%

APPENDIX A
District Boundary

APPENDIX B
Rate and Method of Apportionment

CITY OF CARSON
COMMUNITY FACILITIES DISTRICT NO. 2018-01
(MAINTENANCE AND SERVICES)

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX

A Special Tax shall be levied and collected in City of Carson Community Facilities District No. 2018-01 (Maintenance and Services) (the “District”) each Fiscal Year, in an amount determined by the application of the procedures described below. All of the Taxable Property (as defined below) in the District, unless exempted by the provisions hereof, shall be taxed for the pur poses, to the extent and in the manner herein provided.

I. DEFINITIONS
The terms used herein shall have the following meanings:

“Accessory Unit” means a secondary residential unit of limited size (e.g., granny cottage, second unit) that shares a Parcel with a Unit of Single Family Detached Property.

“Acreage” or “Acre” means that acreage shown on the Assessor’s Parcel Map or in the Assessor’s Data for each Assessor’s Parcel. In the event that the Assessor’s Parcel Map or Assessor’s Data shows no acreage, the Acreage for any Assessor’s Parcel shall be determined by the District Administrator based upon the applicable condominium plan, final map or parcel map. If the preceding maps for a land are not available, the Acreage of such land area may be determined utilizing available spatial data and geographic information systems (GIS).

“Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Act of the State of California.

“Administrative Expenses” means the following actual or reasonably estimated costs directly related to the administration of the District: the costs of computing the Annual Special Tax Requirement and the annual Special Tax and of preparing the annual Special Tax collection schedules; the costs of collecting the Special Taxes , including any charges levied by the County A uditor’s Office, Tax Collector’s Office or Treasurer’s Office; the costs of the City or designee in complying with the disclosure requirements of the California Government Code (including the Act), including public inquiries regarding the Special Taxes; and the costs of the City or designee related to an appeal of the Special Tax. Administrative Expenses shall also include costs related to the formation of the District and of annexing territory to the District as well as any amounts advanced by the City for any administrative purposes of the District and an allocable share of the salaries of City staff and an allocable portion of City overhead costs relating to the foregoing, or costs of the City in any way related to the establishment or administration of the District.

“Annual Services Costs” means the amounts required to fund services authorized to be funded by the District.

“Annual Special Tax Requirement” means that amount with respect to the District determined by the Council or designee as required in any Fiscal Year to pay: (1) the Administrative Expenses, (2) the Annual Services Costs for each Tax Zone , (3) any amount required to establish or replenish any reserve or replacement fund established in connection with the District, and (4) reasonably anticipated delinquent Special Taxes based on the delinquency rate for Special Taxes levied in the previous Fiscal Year.

“Assessor’s Data” means Acreage or other Parcel information contained in the records of the County Assessor.

“Assessor’s Parcel” or “Parcel” means a lot or parcel shown in an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.

“Assessor’s Parcel Map” means an official map of the Assessor of the County designatin g parcels by Assessor’s Parcel Number.

“Assessor’s Parcel Number” means, with respect to an Assessor’s Parcel, that number assigned to such Assessment’s Parcel by the County for purposes of identification.

“Association Property” means any property within the boundaries of the District which is owned by a homeowners’ or property association, including any master or sub-association.

“Boundary Map” means that map recorded with the County recorder’s office on September 20, 2018 in Book 194 at Pages 88 & 89 as Document Number 20180967743.

“City” means the City of Carson, County of Los Angeles.

“Council” means the City Council of the City, acting as the legislative body of the District.

“County” means the County of Los Angeles, California.

“Developed Property” means, in any Fiscal Year, all Taxable Property in the District for which a building permit for new construction was issued by the City prior to June 1 of the preceding Fiscal Year.

“District” means the City of Carson Community Facilities District No. 2018-01 (Maintenance and Services), and, when applicable, any annexed Assessor’s Parcels.

“District Administrator” means an official of the City, or designee or agent or consultant, responsible for administering the Special Tax in accordance with this Rate and Method of Apportionment.

“Exempt Property” means all property located within the boundaries of the District which is exempt from the Special Tax pursuant to Section V below.

“Expected Special Tax Revenue” means the amount of revenue anticipated to be collected in each Tax Zone, adjusted annually by the Tax Escalation Factor.

“Finance Director” means the official of the City who is the chief financial officer or other comparable officer of the City or designee thereof.

“Fiscal Year ” means the period from July 1 st of any calendar year through June 30 th of the following calendar year.

“Future Voluntary Annexation Area” means the area designated for future voluntary annexation to the District as shown in the District Boundary Map, as may be amended from time to time.

“Maximum Special Tax Rate” means the maximum Special Tax authorized for levy in any Fiscal Year that may apply to Taxable Property as described in Section III.

“Multi-Family Property” means, in any Fiscal Year, all Parcels of Developed Property for which a building permit or use permit has been issued for construction of a residential structure with five or more Units that share a single Assessor’s Parcel Number, are offered for rent to the general public, and cannot be purchased by individual homebuyers.

“Non-Residential Property” means all Developed Property that is not used for people to live in, and does not include Public Property.

“Proportionately” means, in any Fiscal Year, that the ratio of the actual Special Tax to the Maximum Special Tax Rate is equal for all Assessor’s Parcels authorized to be levied in that Fiscal Year within each respective Tax Zone.

“Public Property” means any property within the boundaries of the District owned by, irrevocably offered or dedicated to, or for which an easement for purposes of public or private road right-of-way making the property unusable for any other purpose has been granted to the federal government, the State of California, the County, the City, or any local government or other public agency.

“Single Family Attached Property” means, in any Fiscal Year, all Parcels of Developed Property for which a building permit or use permit was issued for construction of a residential structure consisting of two or more Units that share common walls, have separate Assessor’s Parcel Numbers assigned to them (except for a duplex triplex, or fourplex unit, which may share a Parcel with another duplex, triplex or fourplex Unit(s)), and may be purchased by individual homebuyers (which shall still be the case even if the Units are purchased and subsequently offered for rent by the owner of the Unit), including such residential structures that meet the statutory definition of a condominium project contained in Civil Code Section 4125.

“Single Family Detached Property” means, in any Fiscal Year, all Parcels of Developed Property for which a building permit was issued for construction of a Unit that does not share a common wall with another Unit.

“Special Tax” means the amount levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Annual Special Tax Requirement.

“Tax Escalation Factor” means a factor that will be applied annually after Fiscal Year 2018/19 to increase the Maximum Special Tax Rates shown in Section III and as specified for each Tax Zone.

“Tax Zone” means a mutually exclusive geographic area within which the Special Tax may be levied pursuant to this Rate and Method of Apportionment. All of the Taxable Property within the District at the time of its formation is within Tax Zone No. 1 as specified on the District Boundary Map. Additional Tax Zones may be created when property is annexed to the District, and a separate Maximum Special Tax shall be identified for property within the new Tax Zone at the time of such annexation. The Assessor’s Parcels included within a new Tax Zone when such Parcels are annexed to the District shall be identified by Assessor’s Parcel number in the Unanimous Approval Form that is signed by the owner(s) of the Parcels at the time of annexation, or any proceeding for annexation to the District.

“Taxable Property” means all Parcels within the boundary of the District that are not Exempt Property, exempt from the Special Tax pursuant to the Act or Section V below.

“Unanimous Approval Form” means that form executed by the record owner of fee title to a Parcel or Parcels of Taxable Property annexed into the District that constitutes the property owners approval and unanimous vote in favor of annexing into the District and the levy of Special Tax against his/her Parcel or Parcels pursuant to this Rate and Method of Apportionment of Special Tax.

“Undeveloped Property” means all Parcels of Taxable Property that are not Developed Property.

“Unit” means an individual single family detached or attached home, townhome, condominium, apartment, or other residential dwelling unit, including each separate living area within a half-plex, duplex, triplex, fourplex, or other residential structure. An Accessory Unit that shares a Parcel with a Unit of Single Family Detached Property shall not be considered a separate Unit for purposes of calculating the Special Tax.

II. DETERMINATION OF TAXABLE PARCELS
On or about July 1 of each Fiscal Year, the District Administrator shall determine the valid Assessor’s Parcel Numbers for all Taxable Property within the District. If any Assessor’s Parcel Numbers are no longer valid from the previous Fiscal Year , the District Administrator shall determine the new Assessor’s Parcel Number or Numbers that are in effect for the current Fiscal Year. To the extent a Parcel or Parcels of Taxable Property are subdivided, consolidated or otherwise reconfigured, the Special Tax rates shall be assigned to the new Assessor’s Parcels pursuant to Section III. The District Administrator shall also determine: (i) the Tax Zone within which each Parcel is located; (ii) which Parcels are Developed Property; (iii) the Acreage or number of Units each Parcel contains; and (iv) the Annual Special Tax Requirement for the Fiscal Year.

III. ANNUAL SPECIAL TAX - METHOD OF APPORTIONMENT
All Taxable Property shall be subject to a Special Tax defined as follows.

The Special Tax shall be levied each Fiscal Year by the District Administrator. The Annual Special Tax Requirement shall be apportioned to each Parcel of Taxable Property within the District by the method shown below.

First. Determine the Annual Special Tax Requirement.

Second. Levy the Special Tax on each Parcel of Developed Property, Proportionately, up to the Maximum Special Tax R ate described in Table 1 below to satisfy the Annual Special Tax Requirement.

TABLE 1
SPECIAL TAX RATES – TAX ZONE NO. 1
FISCAL YEAR 2018/19*

Property Type
Maximum
Special Tax Rate Per
Expected Special
Tax Revenue
Non-Residential Property $1,971.51 Acre $9,189.21
*On each July 1, commencing on July 1, 20 19, the Maximum Special Tax Rate for each Tax Zone shall be increased by the percentage change in the November annualized Consumer Price Index for Los Angeles -Long Beach-Anaheim for all Urban Consumers, the Tax Escalation Factor for Tax Zone No. 1.

Should the total revenue for Tax Zone No. 1 not be fully realized when all Parcels in Tax Zone No. 1 are classified as Developed Property, the Special Tax rate per Acre shall be adjusted so that the Special Tax per Acre is sufficient to generate the total Expected Special Tax Revenue for Tax Zone No. 1 , adjusted annually by the Tax Escalation Factor. The Maximum Special Tax Rate shall be the greater of the Maximum Special Tax Rate shown in Table 1, adjusted annually by the Tax Escalation Factor or the Special Tax Rate calculated to generate the total Expected Special Tax Revenue for Tax Zone No. 1 , adjusted annually by the Tax Escalation Factor.

If a building permit has been issued after June 1 of the preceding Fiscal Year, the City may directly bill to meet the Annual Special Tax Requirement, as prorated based on the date the building permit is issued and the end of the Fiscal Year.

A different Maximum Special Tax Rate may be identified in Tax Zones added to the District as a result of future annexations.

IV. FORMULA FOR PREPAYMENT OF SPECIAL TAX OBLIGATIONS
The Special Tax may not be prepaid.

V. EXEMPTIONS
Notwithstanding any other provision of this Rate and Method of Apportionment of Special Tax, no Special Taxes shall be levied on (i) Public Property, (ii) Association Property, (iii) Assessor’s Parcels with public or utility easements making impractical their utilization for any use other than the purposes set forth in the easement, or (iv) except as otherwise provided in Sections 53317.3 and 53317.5 of the Act.

VI. INTERPRETATION OF RATE AND METHOD OF APPORTIONMENT
The City reserves the right to make minor administrative and technical changes to this document that do not materially affect the rate and method of apportioning the Special Tax. In addition, the interpretation and application of any sec tion of this document shall be at the City’s discretion. Interpretations may be made by the City by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment of Special Tax.

VII. MANNER AND DURATION OF SPECIAL TAX
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided tha t the City may directly bill the Special Tax, may collect the Special Tax at a different time or in a different manner if needed to meet the financial obligations of the District, and may collect delinquent Special Taxes through foreclosure or other available methods.

A Special Tax shall continue to be levied and collected within the District, as needed to fund the Annual Special Tax Requirement, in perpetuity.

VIII. APPEAL OF SPECIAL TAX LEVY
Any property owner may file a written appeal of the Special Tax with the District Administrator claiming that the amount or application of the Special Tax is not correct. The appeal must be filed not later than one calendar year after having paid the Special Taxes that are disputed, and the appellant must be current in all payments of Special Taxes. In addition, during the term of the appeal process, all Special Taxes levied must be paid on or before the payment date established when the levy was made.

The appeal must specify the reasons why the appellant claims the Special Taxes are i n error. The District Administrator shall review the appeal, meet with the appellant if the District Administrator deems necessary, and advise the appellant of its determination.

If the property owner disagrees with the District Administrator’s decision relative to the appeal, the owner may then file a written appeal with the City Council whose subsequent decision shall be final and binding on all interested parties. If the decision of the District Administrator or subsequent decision by the City Council requires the Special Taxes to be modified or changed in favor of the property owner, no cash refund shall be made for prior years’ Special Taxes, but an adjustment shall be made to credit future Special Taxes.

This procedure shall be exclusive and its exhaustion by any property owner shall be a condition precedent to filing any legal action by such owner.

APPENDIX C
Final Levy Detail Report

Tax Zone APN Acres Units
Applied Special
Tax Rate Total Levied
1 7339-002-003 4.62 0 $2,563.69 $11,834.00
2 7316-025-097 9.39 0 $2,381.38 $22,351.64
2 7316-025-118 9.66 0 $2,381.38 $23,013.67
3 7343-020-101 0.00 32 $800.12 $25,603.93
5 7335-003-057 0.00 1 $1,092.38 $1,092.38
5 7335-003-058 0.00 1 $1,092.38 $1,092.38
5 7335-003-059 0.00 1 $1,092.38 $1,092.38
5 7335-003-060 0.00 1 $1,092.38 $1,092.38
5 7335-003-061 0.00 1 $1,092.38 $1,092.38
6 7319-038-149 0.00 1 $1,272.55 $1,272.55
6 7319-038-150 0.00 1 $1,272.55 $1,272.55
6 7319-038-151 0.00 1 $1,272.55 $1,272.55
6 7319-038-152 0.00 1 $1,272.55 $1,272.55
6 7319-038-153 0.00 1 $1,272.55 $1,272.55
6 7319-038-154 0.00 1 $1,272.55 $1,272.55
6 7319-038-155 0.00 1 $1,272.55 $1,272.55
6 7319-038-156 0.00 1 $1,272.55 $1,272.55
6 7319-038-157 0.00 1 $1,272.55 $1,272.55
6 7319-038-158 0.00 1 $1,272.55 $1,272.55
6 7319-038-159 0.00 1 $1,272.55 $1,272.55
6 7319-038-160 0.00 1 $1,272.55 $1,272.55
6 7319-038-161 0.00 1 $1,272.55 $1,272.55
6 7319-038-162 0.00 1 $1,272.55 $1,272.55
6 7319-038-163 0.00 1 $1,272.55 $1,272.55
6 7319-038-164 0.00 1 $1,272.55 $1,272.55
6 7319-038-165 0.00 1 $1,272.55 $1,272.55
6 7319-038-166 0.00 1 $1,272.55 $1,272.55
6 7319-038-167 0.00 1 $1,272.55 $1,272.55
6 7319-038-168 0.00 1 $1,272.55 $1,272.55
6 7319-038-169 0.00 1 $1,272.55 $1,272.55
6 7319-038-170 0.00 1 $1,272.55 $1,272.55
6 7319-038-171 0.00 1 $1,272.55 $1,272.55
6 7319-038-172 0.00 1 $1,272.55 $1,272.55
6 7319-038-173 0.00 1 $1,272.55 $1,272.55
6 7319-038-174 0.00 1 $1,272.55 $1,272.55
6 7319-038-175 0.00 1 $1,272.55 $1,272.55
6 7319-038-176 0.00 1 $1,272.55 $1,272.55
6 7319-038-177 0.00 1 $1,272.55 $1,272.55
City of Carson
Community Facilities District No. 2018-01
Final Levy Detail Report for Fiscal Year 2025-26

Tax Zone APN Acres Units
Applied Special
Tax Rate Total Levied
City of Carson
Community Facilities District No. 2018-01
Final Levy Detail Report for Fiscal Year 2025-26
6 7319-038-178 0.00 1 $1,272.55 $1,272.55
6 7319-038-179 0.00 1 $1,272.55 $1,272.55
6 7319-038-180 0.00 1 $1,272.55 $1,272.55
6 7319-038-181 0.00 1 $1,272.55 $1,272.55
6 7319-038-182 0.00 1 $1,272.55 $1,272.55
6 7319-038-183 0.00 1 $1,272.55 $1,272.55
6 7319-038-184 0.00 1 $1,272.55 $1,272.55
6 7319-049-052 0.00 1 $1,272.55 $1,272.55
6 7319-049-053 0.00 1 $1,272.55 $1,272.55
6 7319-049-054 0.00 1 $1,272.55 $1,272.55
6 7319-049-055 0.00 1 $1,272.55 $1,272.55
6 7319-049-056 0.00 1 $1,272.55 $1,272.55
6 7319-049-057 0.00 1 $1,272.55 $1,272.55
6 7319-049-058 0.00 1 $1,272.55 $1,272.55
6 7319-049-059 0.00 1 $1,272.55 $1,272.55
6 7319-049-060 0.00 1 $1,272.55 $1,272.55
6 7319-049-061 0.00 1 $1,272.55 $1,272.55
6 7319-049-062 0.00 1 $1,272.55 $1,272.55
6 7319-049-063 0.00 1 $1,272.55 $1,272.55
6 7319-049-064 0.00 1 $1,272.55 $1,272.55
6 7319-049-065 0.00 1 $1,272.55 $1,272.55
6 7319-049-066 0.00 1 $1,272.55 $1,272.55
6 7319-049-067 0.00 1 $1,272.55 $1,272.55
6 7319-049-068 0.00 1 $1,272.55 $1,272.55
6 7319-049-069 0.00 1 $1,272.55 $1,272.55
6 7319-049-070 0.00 1 $1,272.55 $1,272.55
6 7319-049-071 0.00 1 $1,272.55 $1,272.55
6 7319-049-072 0.00 1 $1,272.55 $1,272.55
6 7319-049-073 0.00 1 $1,272.55 $1,272.55
6 7319-049-074 0.00 1 $1,272.55 $1,272.55
6 7319-049-075 0.00 1 $1,272.55 $1,272.55
6 7319-049-076 0.00 1 $1,272.55 $1,272.55
6 7319-049-077 0.00 1 $1,272.55 $1,272.55
6 7319-049-078 0.00 1 $1,272.55 $1,272.55
6 7319-049-079 0.00 1 $1,272.55 $1,272.55
6 7319-049-080 0.00 1 $1,272.55 $1,272.55
6 7319-049-081 0.00 1 $1,272.55 $1,272.55
6 7319-049-082 0.00 1 $1,272.55 $1,272.55

Tax Zone APN Acres Units
Applied Special
Tax Rate Total Levied
City of Carson
Community Facilities District No. 2018-01
Final Levy Detail Report for Fiscal Year 2025-26
6 7319-049-083 0.00 1 $1,272.55 $1,272.55
6 7319-049-084 0.00 1 $1,272.55 $1,272.55
6 7319-049-085 0.00 1 $1,272.55 $1,272.55
6 7319-049-086 0.00 1 $1,272.55 $1,272.55
6 7319-049-087 0.00 1 $1,272.55 $1,272.55
6 7319-049-088 0.00 1 $1,272.55 $1,272.55
6 7319-049-089 0.00 1 $1,272.55 $1,272.55
6 7319-049-090 0.00 1 $1,272.55 $1,272.55
6 7319-049-091 0.00 1 $1,272.55 $1,272.55
6 7319-049-092 0.00 1 $1,272.55 $1,272.55
6 7319-049-093 0.00 1 $1,272.55 $1,272.55
6 7319-049-094 0.00 1 $1,272.55 $1,272.55
6 7319-049-095 0.00 1 $1,272.55 $1,272.55
6 7319-049-096 0.00 1 $1,272.55 $1,272.55
6 7319-049-097 0.00 1 $1,272.55 $1,272.55
6 7319-049-098 0.00 1 $1,272.55 $1,272.55
6 7319-049-099 0.00 1 $1,272.55 $1,272.55
6 7319-049-100 0.00 1 $1,272.55 $1,272.55
6 7319-049-101 0.00 1 $1,272.55 $1,272.55
6 7319-049-102 0.00 1 $1,272.55 $1,272.55
6 7319-049-103 0.00 1 $1,272.55 $1,272.55
6 7319-049-104 0.00 1 $1,272.55 $1,272.55
6 7319-049-105 0.00 1 $1,272.55 $1,272.55
6 7319-049-106 0.00 1 $1,272.55 $1,272.55
6 7319-049-107 0.00 1 $1,272.55 $1,272.55
6 7319-049-108 0.00 1 $1,272.55 $1,272.55
6 7319-049-109 0.00 1 $1,272.55 $1,272.55
6 7319-049-110 0.00 1 $1,272.55 $1,272.55
6 7319-049-111 0.00 1 $1,272.55 $1,272.55
6 7319-049-112 0.00 1 $1,272.55 $1,272.55
6 7319-049-113 0.00 1 $1,272.55 $1,272.55
6 7319-049-114 0.00 1 $1,272.55 $1,272.55
6 7319-049-115 0.00 1 $1,272.55 $1,272.55
6 7319-049-116 0.00 1 $1,272.55 $1,272.55
6 7319-049-117 0.00 1 $1,272.55 $1,272.55
6 7319-049-118 0.00 1 $1,272.55 $1,272.55
6 7319-049-119 0.00 1 $1,272.55 $1,272.55
6 7319-049-120 0.00 1 $1,272.55 $1,272.55

Tax Zone APN Acres Units
Applied Special
Tax Rate Total Levied
City of Carson
Community Facilities District No. 2018-01
Final Levy Detail Report for Fiscal Year 2025-26
6 7319-049-121 0.00 1 $1,272.55 $1,272.55
6 7319-049-122 0.00 1 $1,272.55 $1,272.55
6 7319-049-123 0.00 1 $1,272.55 $1,272.55
6 7319-049-124 0.00 1 $1,272.55 $1,272.55
6 7319-049-125 0.00 1 $1,272.55 $1,272.55
6 7319-049-126 0.00 1 $1,272.55 $1,272.55
6 7319-049-127 0.00 1 $1,272.55 $1,272.55
6 7319-049-128 0.00 1 $1,272.55 $1,272.55
6 7319-049-129 0.00 1 $1,272.55 $1,272.55
6 7319-049-130 0.00 1 $1,272.55 $1,272.55
6 7319-049-131 0.00 1 $1,272.55 $1,272.55
6 7319-049-132 0.00 1 $1,272.55 $1,272.55
6 7319-049-133 0.00 1 $1,272.55 $1,272.55
6 7319-049-134 0.00 1 $1,272.55 $1,272.55
6 7319-049-135 0.00 1 $1,272.55 $1,272.55
6 7319-049-136 0.00 1 $1,272.55 $1,272.55
6 7319-049-137 0.00 1 $1,272.55 $1,272.55
6 7319-049-138 0.00 1 $1,272.55 $1,272.55
6 7319-049-139 0.00 1 $1,272.55 $1,272.55
6 7319-049-140 0.00 1 $1,272.55 $1,272.55
6 7319-049-141 0.00 1 $1,272.55 $1,272.55
6 7319-049-142 0.00 1 $1,272.55 $1,272.55
6 7319-049-143 0.00 1 $1,272.55 $1,272.55
6 7319-049-144 0.00 1 $1,272.55 $1,272.55
6 7319-049-145 0.00 1 $1,272.55 $1,272.55
6 7319-049-146 0.00 1 $1,272.55 $1,272.55
6 7319-049-147 0.00 1 $1,272.55 $1,272.55
6 7319-049-148 0.00 1 $1,272.55 $1,272.55
6 7319-049-149 0.00 1 $1,272.55 $1,272.55
6 7319-049-150 0.00 1 $1,272.55 $1,272.55
6 7319-049-151 0.00 1 $1,272.55 $1,272.55
6 7319-049-152 0.00 1 $1,272.55 $1,272.55
6 7319-049-153 0.00 1 $1,272.55 $1,272.55
6 7319-049-154 0.00 1 $1,272.55 $1,272.55
6 7319-049-155 0.00 1 $1,272.55 $1,272.55
6 7319-049-156 0.00 1 $1,272.55 $1,272.55
6 7319-049-157 0.00 1 $1,272.55 $1,272.55
6 7319-049-158 0.00 1 $1,272.55 $1,272.55

Tax Zone APN Acres Units
Applied Special
Tax Rate Total Levied
City of Carson
Community Facilities District No. 2018-01
Final Levy Detail Report for Fiscal Year 2025-26
6 7319-049-159 0.00 1 $1,272.55 $1,272.55
6 7319-049-160 0.00 1 $1,272.55 $1,272.55
6 7319-049-161 0.00 1 $1,272.55 $1,272.55
6 7319-049-162 0.00 1 $1,272.55 $1,272.55
6 7319-049-163 0.00 1 $1,272.55 $1,272.55
6 7319-049-164 0.00 1 $1,272.55 $1,272.55
6 7319-049-165 0.00 1 $1,272.55 $1,272.55
6 7319-049-166 0.00 1 $1,272.55 $1,272.55
6 7319-049-167 0.00 1 $1,272.55 $1,272.55
6 7319-049-168 0.00 1 $1,272.55 $1,272.55
6 7319-049-169 0.00 1 $1,272.55 $1,272.55
6 7319-049-170 0.00 1 $1,272.55 $1,272.55
6 7319-049-171 0.00 1 $1,272.55 $1,272.55
6 7319-049-172 0.00 1 $1,272.55 $1,272.55
6 7319-049-179 0.00 1 $1,272.55 $1,272.55
6 7319-049-180 0.00 1 $1,272.55 $1,272.55
6 7319-049-181 0.00 1 $1,272.55 $1,272.55
6 7319-049-182 0.00 1 $1,272.55 $1,272.55
6 7319-049-183 0.00 1 $1,272.55 $1,272.55
6 7319-049-184 0.00 1 $1,272.55 $1,272.55
6 7319-049-185 0.00 1 $1,272.55 $1,272.55
6 7319-049-186 0.00 1 $1,272.55 $1,272.55
6 7319-049-187 0.00 1 $1,272.55 $1,272.55
6 7319-049-188 0.00 1 $1,272.55 $1,272.55
6 7319-049-189 0.00 1 $1,272.55 $1,272.55
6 7319-049-190 0.00 1 $1,272.55 $1,272.55
6 7319-049-191 0.00 1 $1,272.55 $1,272.55
6 7319-049-192 0.00 1 $1,272.55 $1,272.55
6 7319-049-193 0.00 1 $1,272.55 $1,272.55
6 7319-049-194 0.00 1 $1,272.55 $1,272.55
6 7319-049-195 0.00 1 $1,272.55 $1,272.55
6 7319-049-196 0.00 1 $1,272.55 $1,272.55
6 7319-049-197 0.00 1 $1,272.55 $1,272.55
6 7319-049-198 0.00 1 $1,272.55 $1,272.55
6 7319-049-199 0.00 1 $1,272.55 $1,272.55
6 7319-049-200 0.00 1 $1,272.55 $1,272.55
6 7319-049-201 0.00 1 $1,272.55 $1,272.55
6 7319-049-202 0.00 1 $1,272.55 $1,272.55

Tax Zone APN Acres Units
Applied Special
Tax Rate Total Levied
City of Carson
Community Facilities District No. 2018-01
Final Levy Detail Report for Fiscal Year 2025-26
6 7319-049-203 0.00 1 $1,272.55 $1,272.55
6 7319-049-204 0.00 1 $1,272.55 $1,272.55
6 7319-049-205 0.00 1 $1,272.55 $1,272.55
6 7319-049-206 0.00 1 $1,272.55 $1,272.55
6 7319-049-207 0.00 1 $1,272.55 $1,272.55
6 7319-049-208 0.00 1 $1,272.55 $1,272.55
6 7319-049-209 0.00 1 $1,272.55 $1,272.55
6 7319-049-210 0.00 1 $1,272.55 $1,272.55
6 7319-049-211 0.00 1 $1,272.55 $1,272.55
6 7319-049-212 0.00 1 $1,272.55 $1,272.55
6 7319-049-213 0.00 1 $1,272.55 $1,272.55
6 7319-049-214 0.00 1 $1,272.55 $1,272.55
6 7319-049-215 0.00 1 $1,272.55 $1,272.55
6 7319-049-216 0.00 1 $1,272.55 $1,272.55
6 7319-049-217 0.00 1 $1,272.55 $1,272.55
6 7319-049-218 0.00 1 $1,272.55 $1,272.55
6 7319-049-219 0.00 1 $1,272.55 $1,272.55
6 7319-049-220 0.00 1 $1,272.55 $1,272.55
6 7319-049-221 0.00 1 $1,272.55 $1,272.55
6 7319-049-222 0.00 1 $1,272.55 $1,272.55
6 7319-049-223 0.00 1 $1,272.55 $1,272.55
6 7319-049-224 0.00 1 $1,272.55 $1,272.55
6 7319-049-225 0.00 1 $1,272.55 $1,272.55
6 7319-049-226 0.00 1 $1,272.55 $1,272.55
6 7319-049-227 0.00 1 $1,272.55 $1,272.55
6 7319-049-228 0.00 1 $1,272.55 $1,272.55
6 7319-049-229 0.00 1 $1,272.55 $1,272.55
6 7319-049-230 0.00 1 $1,272.55 $1,272.55
6 7319-049-231 0.00 1 $1,272.55 $1,272.55
6 7319-049-232 0.00 1 $1,272.55 $1,272.55
7 6125-019-055 6.58 0 $3,786.98 $24,914.51
8 7404-012-016 2.86 0 $7,741.29 $22,109.11
9 7315-010-005 13.66 0 $1,109.65 $15,156.69
10 7318-016-027 1.98 0 $9,286.09 $18,377.18
11 7315-008-049 14.28 0 $7,741.29 $110,553.32
12 7335-024-034 0.00 1 $1,272.55 $1,272.55
12 7335-024-035 0.00 1 $1,272.55 $1,272.55
12 7335-024-036 0.00 1 $1,272.55 $1,272.55

Tax Zone APN Acres Units
Applied Special
Tax Rate Total Levied
City of Carson
Community Facilities District No. 2018-01
Final Levy Detail Report for Fiscal Year 2025-26
12 7335-024-037 0.00 1 $1,272.55 $1,272.55
12 7335-024-038 0.00 1 $1,272.55 $1,272.55
12 7335-024-039 0.00 1 $1,272.55 $1,272.55
12 7335-024-040 0.00 1 $1,272.55 $1,272.55
12 7335-024-041 0.00 1 $1,272.55 $1,272.55
12 7335-024-042 0.00 1 $1,272.55 $1,272.55
13 6126-011-040 6.72 0 $3,786.96 $25,440.83
14 7318-012-018 12.51 0 $3,786.97 $47,371.15
14 7318-012-020 6.95 0 $3,786.97 $26,311.88
15 7339-003-004 2.54 0 $3,793.70 $9,635.99
16 6125-019-049 0.14 0 $3,786.94 $545.32
18 6125-017-031 12.34 0 $3,786.97 $46,727.37
19 7319-001-034 5.72 0 $3,786.97 $21,657.67
20 7335-007-034 0.00 1 $1,272.55 $1,272.55
20 7335-007-035 0.00 1 $1,272.55 $1,272.55
20 7335-007-036 0.00 1 $1,272.55 $1,272.55
20 7335-007-037 0.00 1 $1,272.55 $1,272.55
20 7335-007-038 0.00 1 $1,272.55 $1,272.55
20 7335-007-039 0.00 1 $1,272.55 $1,272.55
20 7335-007-040 0.00 1 $1,272.55 $1,272.55
20 7335-007-041 0.00 1 $1,272.55 $1,272.55
20 7335-007-042 0.00 1 $1,272.55 $1,272.55
20 7335-007-043 0.00 1 $1,272.55 $1,272.55
20 7335-007-044 0.00 1 $1,272.55 $1,272.55
20 7335-007-045 0.00 1 $1,272.55 $1,272.55
20 7335-007-046 0.00 1 $1,272.55 $1,272.55
20 7335-007-047 0.00 1 $1,272.55 $1,272.55
20 7335-007-048 0.00 1 $1,272.55 $1,272.55
20 7335-007-049 0.00 1 $1,272.55 $1,272.55
20 7335-007-050 0.00 1 $1,272.55 $1,272.55
20 7335-007-051 0.00 1 $1,272.55 $1,272.55
20 7335-007-052 0.00 1 $1,272.55 $1,272.55
20 7335-007-053 0.00 1 $1,272.55 $1,272.55
20 7335-007-054 0.00 1 $1,272.55 $1,272.55
20 7335-007-055 0.00 1 $1,272.55 $1,272.55
20 7335-007-056 0.00 1 $1,272.55 $1,272.55
20 7335-007-057 0.00 1 $1,272.55 $1,272.55
20 7335-007-058 0.00 1 $1,272.55 $1,272.55

Tax Zone APN Acres Units
Applied Special
Tax Rate Total Levied
City of Carson
Community Facilities District No. 2018-01
Final Levy Detail Report for Fiscal Year 2025-26
20 7335-007-059 0.00 1 $1,272.55 $1,272.55
20 7335-007-060 0.00 1 $1,272.55 $1,272.55
20 7335-007-061 0.00 1 $1,272.55 $1,272.55
20 7335-007-062 0.00 1 $1,272.55 $1,272.55
20 7335-007-063 0.00 1 $1,272.55 $1,272.55
20 7335-007-064 0.00 1 $1,272.55 $1,272.55
20 7335-007-065 0.00 1 $1,272.55 $1,272.55
20 7335-007-066 0.00 1 $1,272.55 $1,272.55
20 7335-007-067 0.00 1 $1,272.55 $1,272.55
20 7335-007-068 0.00 1 $1,272.55 $1,272.55
Total 276 $781,566.41

CITY OF CARSON 701 East Carson Street
Report to Housing Authority
Tuesday, January 6, 2026, 5:00 PM
CONSENT 19. To: Housing Authority From: Nathan Freeman, Director of Community and Economic Development CD Administration Subject: CONSIDER THE CARSON HOUSING AUTHORITY'S ANNUAL REPORT AS REQUIRED BY STATESENATE BILL 341 (HOUSING AUTHORITY) I. SUMMARY
The Carson Housing Authority (Authority) Annual Report (Report) provides information regarding the Authority’s activities with respect to its Low- and Moderate-Income Housing Assets Funds for Fiscal Year 2024-2025. The Report includes information on housing fund expenditures, real property held by the Authority and expenditure targeting by income level.

The Report has been prepared pursuant to California Health and Safety Code Section 34176.1(f), also referred to as Senate Bill 341 (SB 341).

II. RECOMMENDATION
RECEIVE and FILE.

III. ALTERNATIVES
TAKE another action the Authority Board deems appropriate.

IV. BACKGROUND
The City of Carson formed the Carson Housing Authority as a separate and legal entity by adoption of Resolution No. 11-035 on March 8, 2011, to provide safe, sanitary, and affordable housing opportunities for its residents. To finance the operations of the Authority, the Carson Redevelopment Agency adopted Resolution No. 11-017 to transfer its housing set-aside funds to the Authority. Since then, the Authority has been the responsible entity for housing monitoring, administration, and certain housing production requirements.

Upon the dissolution of redevelopment agencies throughout California on February 1, 2012, the Authority became the entity to oversee City’s housing programs that were part of the former RDA. Unlike successor agencies that are charged with winding down the affairs of the former redevelopment agencies, the Authority is charged with monitoring and maintaining existing low- and moderate-income housing assets and meeting outstanding requirements for former redevelopment agencies.

The dissolution ceased the set-aside of 20 percent of tax increment revenues to fund housing projects. As such, the primary sources of funding for the Authority are income received from assets held; principal and interest payments on any funds the Agency/Authority has loaned; land sale proceeds; and interest income. These funds are also collectively referred to as the Low and Moderate Income Housing Asset Funds (LMIHAF).

Since its effective date of January 1, 2014, SB 341 imposed new housing expenditure and reporting requirements on the Authority. Subsequently SB 107, enacted in September 2015, provided additional changes to the reporting requirements of SB 341. The Authority is responsible for providing the SB 341 (and SB 107) Annual Report to the Authority Board for subsequent posting on the City’s website and submittal to the State of California Department of Housing and Community Development (HCD).

FY 24-25 Annual Report Overview
The Authority’s Report provides information regarding the Authority’s activities in Fiscal Year 24-25 and includes both the requirements of SB 341 and SB 107. A summary of key sections in the Authority’s Report (“Exhibit No. 1”) is provided below. Additionally, Appendix 2 of the Report provides the overview of the separate items the Authority must report.

Housing Fund Deposits: Amounts deposited by the Authority into the housing asset fund for the entire Fiscal Year 24-25 was $601,070.

Housing Fund Balance: The Fund Balance in the housing asset fund as of June 30, 2025, is $12,387,543.

Land Held for Resale: The statutory value of land held for resale by the Authority in Fiscal Year 24-25 was $571,938 for the contiguous properties at 526 W. Carson Street and 21704 S. Figueroa Street, across from the Veteran’s Village Project. The Authority purchased the properties from the Successor Agency on June 26, 2018, for future housing development.

Home-ownership Unit Inventory: As of June 30, 2025, there were 97 restricted for sale units in the City of Carson that contain deed restrictions and had received assistance from the Authority or Former Agency: 11 units at Magnolia Walk; 19 units within the VEO Project and 67 First Time Home Buyer Program units.

As required by SB 341, the numbers included in this Report were taken from the Authority’s latest audited financial statements, which are included in the City’s Annual Comprehensive Financial Report (ACFR) for FY 24-25.

Notable SB 341 Expenditure Requirements
Expenditure Requirements Required by 34176.1(a):

The Authority’s expenditure of its LMIHAF must be in accordance with the requirements of SB 341 and SB 107, which establishes a priority order of how funds must be spent by categories summarized below:

1. Recognized Obligation Payment Schedule (ROPS). Funds received from the Successor Agency for items listed on the ROPS (Item 72 & 73) are expended to meet those obligations. The remaining Housing Authority obligation funded through the ROPS process is the annual rental subsidy tied to the Avalon Courtyard and the Carson Terrace affordable housing projects, completed in 1995 and 2000, respectively. In FY 24-25, the Authority spent $220,323 on these projects.

2. Administration and Monitoring. LMIHAF can be used for purposes of monitoring and preserving the long-term affordability of units subject to affordability restrictions or covenants entered into by the former redevelopment agency or the Authority. The Authority spent $438,385 in FY 24-25 in this category. The maximum allowable administrative expenditure is $3,722,845 for FY 24-25, which is capped at 5.0% of statutory value of real property based $74,456,893 valuation.

3. Homeless Prevention and Rapid Rehousing Services. After administration and monitoring, LMIHAF can be used for homeless prevention and rapid rehousing services for individuals and families who are homeless or at risk for becoming homeless. The Authority spent $52,059 in this category for FY 24-25. In 2024, AB 1782 was signed into law and doubled the maximum allowable expenditure amount from $250,000 to $500,000 per fiscal year.

4. Affordable Housing Development. All remaining funds must be used towards the development of affordable housing. Specifically, this means deed restricted multifamily housing projects as defined in Government Code Section 33413. Key requirements include:

A. No funds can be spent on moderate income households, defined as incomes between 81% and 120% of area median income, adjusted for family size.

B. No more than 20% of funds in this category can be spent on housing for low-income households with income between 60% and 80% of area median income, adjusted for family size.

C. A minimum of 30% of funds in this category must be spent on rental housing for extremely low-income households defined as incomes at or below 30% of area median income, adjusted for family size.

D. In addition to the minimum 30% described above, the remaining 50% of funds must be spent on certain low income, very low-income, and extremely low-income households with incomes below 60% of area median income, adjusted for family size.

The Authority is required to demonstrate compliance of this section 34176.1(a) every five years. If the Authority fails to comply with the extremely low-income requirement (previously described under 4c.) in any five-year report, then the Authority must spend at least 50 percent of these remaining funds each fiscal year towards the development of rental housing affordable to household earning 30 percent or less of the area median income until the Authority demonstrates compliance with the extremely low-income requirement in an annual report. The Authority have previously demonstrated compliance with the two prior five-year reporting periods of January 1, 2014 to June 30, 2019 and July 1, 2019 to June 30, 2024. The current five-year compliance period covers July 1, 2024 through June 30, 2029. A detailed report on compliance will be provided at the end of the five-year compliance term. 10-Year Period for Test Required by 34176.1(b):

There is also a requirement for complying with age restrictions. If the number of assisted units that are restricted to seniors exceeds 50 percent of the units assisted within a 10-year rolling period, the Authority cannot assist any additional senior housing projects until the number of family (non-senior) units is at least 50 percent of the total units assisted. For the 10-year rolling period ending in 2025, 43 percent of the units assisted by the Authority were senior units. Therefore, the Authority met the 10-Year Period test requirement. Table 6 of the Report provides the detailed view of the 10-Year Period Test.

V. FISCAL IMPACT
None.

VI. EXHIBITS

1. FY 24-25 Annual Report, prepared by RSG, Inc.

Attachments
Carson report SB341 24-25.pdf
HOUSING SUCCESSOR ANNUAL REPORT Carson Housing Authority as Housing Successor Fiscal Year 2024-25

Carson Housing Authority Housing Successor Annual Report 2024-25 2 TABLE OF CONTENTS _Toc214029909 INTRODUCTION ............................................................................................................................. 3 HOUSING SUCCESSOR ................................................................................................................. 3 SCOPE OF THIS HOUSING SUCCESSOR ANNUAL REPORT .......................................................... 3 ASSETS TRANSFERRED TO THE HOUSING SUCCESSOR ............................................................. 3 BACKGROUND ............................................................................................................................... 4 LEGAL REQUIREMENTS PERTAINING TO HOUSING SUCCESSORS .............................................. 4 PERMITTED USES OF HOUSING ASSET FUNDS ............................................................................ 5 LIMITS ON THE ACCUMULATION OF HOUSING FUNDS (EXCESS SURPLUS) ................................ 7 HOUSING ASSET FUND ACTIVITY ................................................................................................. 8 DEPOSITS ...................................................................................................................................... 8 ENDING CASH AND FUND BALANCE ............................................................................................. 9 PROJECTS FUNDED BY ROPS ....................................................................................................... 9 HOUSING SUCCESSOR PORTFOLIO ............................................................................................. 9 COMPLIANCE WITH EXPENDITURES & PRODUCTION LIMITS ...................................................... 12 PROPORTIONALITY REQUIREMENTS ........................................................................................... 12 SENIOR RENTAL HOUSING LIMIT COMPLIANCE .......................................................................... 13 EXCESS SURPLUS ........................................................................................................................ 14 OTHER INFORMATION .................................................................................................................. 15 TRANSFERS TO OTHER HOUSING SUCCESSORS ....................................................................... 15 HOUSING PRODUCTION AND HOUSING REPLACEMENT ............................................................. 15 HOMEOWNERSHIP UNIT INVENTORY ........................................................................................... 15 APPENDIX 1 – HOUSING ASSET TRANSFER FORM ...................................................................... 16 APPENDIX 2 - HOUSING SUCCESSOR ANNUAL REPORT REQUIREMENTS ................................. 17 APPENDIX 3 – HOUSING ASSET FUND EXPENDITURE REQUIREMENTS ..................................... 18 Carson Housing Successor Annual Report 2024-25 3
INTRODUCTION This Housing Successor Agency Annual Report (“Annual Report”) represents information on Fiscal Year (“FY”) 2024-25 expenditures and activities as required by Health and Safety Code (“HSC”) Section 34176.1(f), including but not limited to a housing successor’s compliance with certain expenditure activities over the year as well as a five- and ten-year planning period. HOUSING SUCCESSOR The Carson Housing Authority (“Housing Authority”) is the Housing Successor Agency (“Housing Successor”) to the former Carson Redevelopment Agency (“Agency”), which was dissolved with all other agencies statewide by the Legislature in 2012. At the time of dissolution, a housing successor was to be selected for transfer of, and to be responsible for, the remaining assets and liabilities of a former redevelopment agency. The Housing Successor is responsible for maintaining housing assets transferred from the former Agency. Its main goal is to provide affordable housing for the City of Caron (“City”) residents. SCOPE OF THIS HOUSING SUCCESSOR ANNUAL REPORT This Annual Report is limited to the Housing Authority’s activities as it relates to its role as a housing successor. This may include, but is not limited to, financial activities, property disposition, loan administration, monitoring of covenants, and affordable housing development. This Annual Report describes compliance with various annual, five-year, and ten-year housing expenditure and production requirements. The Housing Successor is subject to income proportionality in a five-year compliance period (FYs 2024-25 through 2028-29), as the previous five-year compliance period concluded with FY 2023-24. This Annual Report details progress meeting requirements and represents the first reporting year within the new compliance period. The Housing Authority’s audited financial statements will be posted on the City website when available. This report is an addendum to the Housing Element Annual Progress Report required by Government Code Section 65400, which is submitted to HCD by April 1 annually. ASSETS TRANSFERRED TO THE HOUSING SUCCESSOR Upon the statewide dissolution of redevelopment in 2012, all rights, powers, committed assets, liabilities, duties, and obligations associated with the housing activities of the Agency were transferred to the Housing Successor. The Housing Successor prepared a Housing Asset Transfer (“HAT”) form that provided an inventory of all housing assets transferred from the Agency to the Housing Successor.

Carson Housing Successor Annual Report 2024-25 4
This included: 1. Real properties; 2. Low and Moderate Income Housing Fund (“LMIHF”) encumbrances; 3. Rents and Operations; and 4. Loans/Grants receivables. All items on the HAT were approved by the California Department of Finance (“DOF”) on March 2, 2013. It is important to distinguish that Housing Successor assets that were not transferred from the former Agency or generated by or purchased with assets from the former Agency, are not subject to HSC Section 34176.1. A copy of the HAT is provided as Appendix 1. BACKGROUND This section summarizes the legal requirements for use of housing successor assets that are addressed in this Annual Report. LEGAL REQUIREMENTS PERTAINING TO HOUSING SUCCESSORS In general, housing successors must comply with three major requirements pursuant to HSC Section 34176.1: 1. Expenditures and housing production are subject to income and age targets. 2. Housing successors may not accumulate an “excess surplus,” or a high unencumbered Housing Asset Fund balance based on certain thresholds. 3. Properties must be developed with affordable housing or sold within five to ten years of the DOF approving the HAT. Appendix 2 provides a detailed summary of the reporting requirements that are addressed in this Annual Report.

Carson Housing Successor Annual Report 2024-25 5
PERMITTED USES OF HOUSING ASSET FUNDS Pursuant to HSC Section 34176.1, former Agency assets and the revenues generated by those assets, are maintained in a Low and Moderate Income Housing Asset Fund (“Housing Asset Fund”).1 The Housing Asset fund replaced the former Agency’s Low and Moderate Income Housing Fund. Housing Asset Funds may be spent on: • Administrative costs for the operation of the housing successor agency. The law allows a housing successor to spend the greater of: o $200,000 per year adjusted annually for inflation, or o 5% of the statutory value of real property owned by the housing successor and the value of loans and grants receivable from the HAT (“Portfolio”), whichever is greater. The FY 2024-25 administrative cost limit is not published by the California Department of Housing and Community Development (“HCD”) as of the date of this report. Therefore, the FY 2023-24 limit of $263,100 ($200,000 adjusted for inflation), is used for the purposes of this report. The Housing Successor’s FY 2024-25 Portfolio value was $74,456,893 of which 5% is $3,722,844. The FY 2024-25 administrative cost limit is the higher figure of $3,722,844. • Homeless prevention and rapid rehousing services up to $500,000 per year if the former redevelopment agency did not have any outstanding inclusionary housing or replacement housing production requirements as of 2012. The Housing Authority is eligible for this expense because the former Agency had met its inclusionary housing and replacement housing production requirements upon dissolution. • Affordable housing development assisting households up to 80 percent of the Area Median Income (“AMI”), subject to specific income and age targets over a five-year period. Five-Year Income Proportionality on Development Expenditures: Any Housing Asset Funds may be spent on development of affordable housing projects affordable to low, very low, and extremely low income households. “Development” is defined as “new construction”, acquisition 1 The Housing Asset Fund replaced the former Agency’s Low and Moderate Income Housing Fund.

Carson Housing Successor Annual Report 2024-25 6
and rehabilitation, substantial rehabilitation as defined in HSC Section 33413, the acquisition of long-term affordability covenants on multifamily units as described in HSC Section 33413, or the preservation of an assisted housing development that is eligible for prepayment or termination or for which within the expiration of rental restrictions is scheduled to occur within five years. Over each five-year compliance period, the current one beginning July 1, 2024, at least 30 percent of such development expenditures must assist extremely low income households (30% of AMI), while no more than 20 percent may assist low income households (between 60-80% of AMI). The balance of the funds may be used on very low income households (defined as households earning between 30% and 60% of AMI). The Housing Successor complied with the initial five-year compliance period which was January 1, 2014 through June 30, 2019, and the second compliance period, which was July 1, 2019 to June 30, 2024. The Housing Successor will make efforts to comply with the current five-year compliance period, which runs from July 1, 2024, to June 30, 2029. Note that housing successors must report expenditures by category each year, but compliance with income proportionality limits is measured every five years. For example, a housing successor could spend all its funds in a single year on households earning between 60-80% of AMI, as long as it was 20% or less of the total expenditures during the five-year compliance period. Should a housing successor not spend at least 30% of its development expenditures for extremely low income households, or exceeds the amount spent on low income households, future expenditures are subject to greater restriction until these proportionality targets are met. Specifically, if a housing successor is unable to spend at least 30% of its development expenditures on extremely low units, it is required to increase this spending to 50% until compliant with the 30% threshold; a housing successor that spends more than 20% of its development expenditures on low income units cannot spend any further funds on low income developments until it is at or below the 20% threshold. As such, tracking these expenditures and their progress over the corresponding five-year period is an important function of this Annual Report. Ten-Year Age Proportionality on Units Assisted: If more than 50% of the total aggregate number of rental units produced by the city, housing successor, or former redevelopment agency during the past 10 years are restricted to seniors, the housing successor may not spend more Housing Asset Funds on senior rental housing.

Carson Housing Successor Annual Report 2024-25 7
It is important to stress that Housing Successor expenditure and production requirements are measured on different timeframes: • One-Year Limits: Administrative Allowance and Homeless Prevention Allowance. Compliance evaluated annually and resets every year. • Five-Year Limit: Expenditures by Income Level. Compliance evaluated over a fixed five-year period set by law, the current period is July 1, 2024, to June 30, 2029. • Ten-Year Limit: Number of Senior Deed-Restricted Units Assisted. Compliance evaluated based on a rolling ten-year period that is different every year. Appendix 3 describes Housing Asset Fund expenditure requirements in more detail, including the types of costs eligible in each category. LIMITS ON THE ACCUMULATION OF HOUSING FUNDS (EXCESS SURPLUS) State law limits how much cash a housing successor may retain and, if it fails to commit and spend these dollars in a reasonable timeframe, ultimately penalizes the housing successor by requiring unspent funds to be transferred to HCD for use on State housing programs. HSC Section 34176.1(d) establishes a limit, known as an “excess surplus” on the amount of unencumbered Housing Asset Funds based on the greater of the following: • $1,000,000, or • The total amount of deposits made into the Housing Asset Fund over the preceding four years. Only amounts in excess of this threshold are considered an excess surplus. Once an excess surplus is determined, a housing successor must account for these funds separately and encumber said monies within three years. If after the third year the excess surplus has not been fully encumbered, the remaining balance of the excess surplus is to be transferred to HCD within 90 days. HCD is permitted to use these transferred excess surplus funds anywhere in the State under its Multifamily Housing Program or the Joe Serna, Jr. Farmworker Housing Grant Program. As part of the Annual Report, a housing successor must disclose any excess surplus and describe the housing successor’s plan for eliminating this excess surplus.

Carson Housing Successor Annual Report 2024-25 8
HOUSING ASSET FUND ACTIVITY This section summarizes the Housing Asset Fund activities of the Housing Successor for FY 2024-25. In 2022, the City in partnership with the County of Los Angeles, formed the Carson Enhanced Infrastructure Financing District (“EIFD”). The Carson EIFD aims to support needed public infrastructure, low and moderate income and workforce housing, rehabilitation, and environmental mitigation and remediation of brownfields of properties. With regards to housing, the Carson EIFD implements a 20% affordable housing set-aside for the acquisition, construction, or rehabilitation of housing for persons of very low, low, and moderate income, as defined in Sections 50105 and 50093 of the Health and Safety Code, for rent or purchase as further described in the adopted Infrastructure Financing Plan (IFP). The Carson EIFD governing board, the Public Financing Authority (PFA), would coordinate with the Carson Housing Authority for the implementation and administration of these funds and projects. This action may provide the Housing Authority with an ongoing source of revenue for housing related projects in the future. DEPOSITS The total cash deposited by the Housing Authority into the Housing Asset Fund for FY 2024-25 was $601,070 (as seen in Table 1), a small portion of which was for ROPS related expenditures.

Table 1: Housing Asset Fund Deposits, 2024-25
Balance Type Amount
Interest Income 96,752
Rehab Loan Payoffs 61,233
FTHB Loan Payments 207,118
Miscellaneous 15,643
Operating Transfer in 220,323
Total 601,070$
Table 1: Housing Asset Fund Deposits, 2024-25
1: The amount differs from the Financial Report because it reflects total cash that was received for the fiscal year and does not include certain offsetting accounting entries that reduce the amount of revenue recognized (Source City of Carson).

Carson Housing Successor Annual Report 2024-25 9
ENDING CASH AND FUND BALANCE As shown in Table 2, as of June 30, 2025, the Housing Asset Fund balance was approximately $12.4 million. Of this amount, approximately $4.9 million in cash is available to the Housing Authority.

PROJECTS FUNDED BY ROPS There is one obligation of the Housing Authority that is funded through the Recognized Obligation Payment Schedule (“ROPS”) ROPS process. The obligation consists of annual rental subsidies tied to the Carson Terraces affordable housing project, which was completed in 2000. The Carson Terraces project has an affordability period of 40 years per the Amendment to the Regulatory Agreement and thus the obligation expires in 2040. The rental subsidies are ongoing with annual expenditure requirements in each year that are fairly consistent. Pursuant to the ROPS 2024-25, the City was authorized by the State Department of Finance to receive $73,320 for rental subsidies. In FY 2013-14, there were three housing related enforceable obligations that were funded through the ROPS process, however starting in FY 2014-15, one of those obligations (housing bond debt service) is being accounted for as an obligation of the Agency and not the Housing Authority, leaving only the remaining rental subsidy obligations. HOUSING SUCCESSOR PORTFOLIO The Housing Successor Portfolio as of FY 2024-25 includes two properties at 21704 S. Figueroa Street and 526 W. Carson Street valued at $412,781 and $159,157 respectively. It also includes several loans Balance Type Amount
Cash 4,863,169
Claim Cash 2,113,813
Investments 3,000,000
Accounts Receivable 170,026
Loans and Interest Receivable 73,884,954
Land Held for Resale 571,938
Due From Other Funds 50,897
Due From Successor Agency 669,528
Liabilities (72,936,783)
Ending Balance1 12,387,543$
Table 2: Housing Asset Fund - Ending Balance as of June 30, 2025 1: Does not include $1,029,650.67 in funds of restricted investment with fiscal agent related to tax allocation bonds.

Source: City of Carson
Carson Housing Successor Annual Report 2024-25 10
receivable transferred from the former Agency. The Portfolio had a value of $74,456,893 as of FY 2024-25, as detailed in Table 3 below.

REAL PROPERTIES AND DISPOSITION STATUS A listing of the properties Housing Authority held as of June 30, 2025, is included in Table 4. All land held by the Former Redevelopment Agency for housing purposes has been previously sold by the Authority. All of the property currently owned by the Housing Authority was purchased during FY 2017-18. HSC Section 34176.1(e) requires all real properties acquired by a redevelopment agency prior to February 1, 2012, and transferred to the housing successor to be developed pursuant to the requirements detailed in HSC Section 33334.16. All property that falls within these parameters must be developed for affordable housing purposes or sold by March 2, 2018. All the Housing Authority’s properties purchased before redevelopment dissolution were sold by December 2016. As such, the Housing Authority complies with these requirements. Properties purchased by the Housing Authority since redevelopment dissolution and continued to be owned are not subject to the time limitations described above. The March 2, 2018, disposition deadline does not apply to the property currently owned because it was purchased by the Housing Authority after February 1, 2012.

Asset Amount
Real Properties
Value of Real Properties 571,938
Subtotal 571,938
Loans Receivable
Value of Loans Receivable and Interest 73,884,954
Subtotal 73,884,954
Total Portfolio Value 74,456,893$
Source: City of Carson
Table 3: Housing Successor Real Property and Loans Receivable Portfolio Carson Housing Successor Annual Report 2024-25 11

LOANS RECEIVABLE
A listing of the loans receivable held by the Housing Authority as of June 30, 2025 is included in Table 5. Table 5 does not include the interest on the loans receivable. The Housing Authority currently holds thirteen loans with a total principal balance of $63.9 million.

HAT Item
No. Address Statutory
Value Status / Desired Action
3 21704 S. Figueroa Street 1 412,781$ For Affordable Housing 4 526 W. Carson Street 1 159,157$ For Affordable Housing

REMAINING PROPERTIES
Table 4: Properties Transferred from the Former Redevelopment Agency 1 These properties were originally acquired by the Former Redevelopment Agency for non-housing purposes in 2001, then were transferred to the Successor Agency in 2011 and then sold to the Housing Authority in 2018.

Date of
Loan Original AmountInterest
Rate
Maturity
Date Balance at June 30, 2025
1Thomas L Safran/Senior Housing 1/27/09 13,900,000 0% 12/31/67 13,900,000 2Carson/Terrace 1/8/20 4,115,366 2.09% 12/31/77 4,033,454 3Carson Housing (Villaggio II) 9/1/99 2,611,587 3% 1/1/39 3,361,587 4Grace Housing 7/1/99 4,123,756 3% 1/1/39 4,123,756 5East Carson Housing Partners 6/15/10 8,794,500 0.50% 7/1/67 7,737,386 6East Carson Housing Partners
(phase II) 11/21/13 4,885,446 0.50% 11/20/68 4,814,220 7Avalon Courtyard 8/1/95 2,681,000 5% 12/31/36 5,627,391 8Qualified Buyers - Olson Urban
Hsng LLC 7/12/12 2,630,495 0% 7/12/57 420,000 9Affirmed Housing Group, Inc 12/12/12 4,200,000 0.50% 3/5/69 4,200,000 10AHGI Sepulveda Senior Housing 12/2/16 2,765,000 3% 7/1/74 2,765,000 1121205 Carson Arts LP 2/21/17 4,200,000 3% 4/1/55 4,200,000 12Carson Figueroa Affordable
Housing LP 12/1/17 6,128,000 3% 12/1/72 6,128,600 13First Time Homebuyer Loans Variable Variable 0% Variable 2,570,328 Total Loans Receivable $ 63,881,722
Table 5: Loans Receivable
Name
Carson Housing Successor Annual Report 2024-25 12
COMPLIANCE WITH EXPENDITURES & PRODUCTION LIMITS The Housing Authority expended a total of $438,385 for administrative costs and a total of $52,059 on homeless prevention during FY 2024-25. The Housing Successor was in compliance with all annual and five- to ten-year planning period requirements as described in this section. PROPORTIONALITY REQUIREMENTS The current five-year compliance period covers July 1, 2024 through June 30, 2029. This Annual Report represents the first reporting year within the new compliance period (following the previous five-year compliance period of July 1 2019 through June 30 2024) and establishes the baseline for evaluating compliance with expenditure and income proportionality requirements. As of the current reporting period, the Housing Successor has fully complied with the Housing Asset Fund spending restrictions. Ongoing compliance will continue to be monitored and evaluated over the remaining four years of the compliance period. The Housing Successor has also fully complied with all the Housing Asset Fund spending restrictions for the current reporting period (FY 2024-25): • The Housing Successor expended $438,385 on allowable administrative costs and was below the maximum limit amount of $3,722,845. The administrative cost limit is defined as the greater of $200,000 plus inflation or 5% of the Housing Successor’s Portfolio value. The Housing Successor’s Portfolio balance for FY 2024-25 is $74,456,900, of which 5% equals $3,722,845. A As of the date of this report, the California Department of Housing and Community Development (“HCD”) has not published the FY 2024-25 inflation-adjusted amount; therefore, the FY 2023-24 figure of $263,100 is used for reference. • The Housing Successor expended $52,059 on homeless prevention in FY 2024-25. The Housing Successor was in compliance with the $500,000 spending restriction. • For FY 2024-25 the Housing Successor did not spend any funds on affordable housing development costs, so it complies with the five-year income proportionality targets. The Housing Successor will ensure it meets all expenditure requirements going forward.

Carson Housing Successor Annual Report 2024-25 13
Failure to comply with the extremely low-income requirement in any five-year compliance period will result in the Housing Successor having to ensure that 50 percent of remaining funds be spent on extremely low-income rental units until in compliance. Exceeding the expenditure limit for low households earning between 60-80% AMI in any five-year reporting period will result in the Housing Successor not being able to expend any funds on this income category until in compliance. SENIOR RENTAL HOUSING LIMIT COMPLIANCE The Housing Successor is compliant with the limit allowing no more than 50 percent of the total aggregate number of rental units produced within the preceding ten years to be restricted to seniors. The Housing Successor, Authority, and former Agency assisted 150 deed-restricted rental units in the last ten years, 64 of which are restricted to seniors, less than 50 percent. Table 6 details the four projects assisted in the last ten years and reports that 35% of the deed restricted units are senior units.

Property Address Year Assisted Senior Units% Non-Senior Units %Total Units
Veteran's Village 600 W. Carson Street2017 0 0% 40 100% 40 Carson Arts Colony 21205 Main Street 2017 0 0% 46 100% 46 Bella Vita 402 Sepulveda Blvd.2015 64 100% 0 0% 64
Total 64 43% 86 57% 150
Total Deed-Restricted Senior Units: 43%
Source: City of Carson
Table 6: Deed Restricted Units Assisted in Last 10 years Carson Housing Successor Annual Report 2024-25 14
EXCESS SURPLUS As shown in Table 7, the Housing Authority does not have an excess surplus. For the purpose of calculating the excess surplus, the fund balance as reported in Table 1 has been adjusted to deduct the amount of funds for 2024-25 that the Housing Authority received after the end of the FY. In addition, the amount of other obligations and bond proceeds held by the Housing Authority are also deducted as they should not be a part of the excess surplus calculation.

Step 1: Determine Unencumbered Cash Balance From Financials FY 24-25 Beginning Cash Balance 4,863,169$
Less: Encumbered Funds
Unencumbered Amount 4,863,169$
Step 2: Determine Greater of $1M or Last 4 Deposits
$1 Million, or 1,000,000$
Last 4 Years' Deposits 5,867,991$
2023-24 2,123,254$
2022-23 971,618$
2021-22 1,371,832$
2020-21 1,401,287$
Result: Larger Number 5,867,991$
Step 3: Excess Surplus is Amount Step 1 Exceeds Step 2, if Any (1) Unencumbered Amount 4,863,169$
(2) Less: Larger Number from Step 2 5,867,991$
Excess Surplus None
Source: City of Carson
Table 7: Excess Surplus Calculation
Carson Housing Successor Annual Report 2024-25 15
OTHER INFORMATION TRANSFERS TO OTHER HOUSING SUCCESSORS There were no transfers to another housing successor entity for a joint project pursuant to HSC Section 34176.1(c)(2). HOUSING PRODUCTION AND HOUSING REPLACEMENT SB 341 requires the annual reporting by the housing successor to contain a description of any progress that has been made on meeting any of the outstanding replacement housing obligations and/or housing production requirements (pursuant to Health and Safety Code Section 33413) that were outstanding at the time of transfer to the housing successor on February 1, 2012. The housing projects assisted by the Former Agency more than met both of these obligations. Specifics on compliance with these obligations were included in the Annual Report prepared for the 2013-14 fiscal year (dated August 21, 2015) and have been included at the end of this report as Appendix A. As Housing production and replacement requirements ceased when the Former Agency was dissolved, the Authority does not need to demonstrate its compliance with these requirements on an annual basis. HOMEOWNERSHIP UNIT INVENTORY SB 341 requires that the Authority report on the number of for-sale housing units the Former Agency or the Authority has assisted that are subject to covenants and restrictions. The annual reporting is to include the number, reason and dollars received by the Authority as a result of the loss of any units that has occurred over the year. The Housing Authority received a loan payoff of $175,564.26 for the First Time Homebuyers program in November of 2023. Prior to redevelopment dissolution, the only homeownership units assisted by the Former Agency or the Authority were units assisted by the First Time Homebuyers Program. The First Time Homebuyers program currently reports 67 affordable units, Magnolia Walk, which reports 11 affordable units, and the VEO Project, which reports 19 affordable units, based on the compliance monitoring completed in 2025.

Carson Housing Successor Annual Report 2024-25 16
APPENDIX 1 – HOUSING ASSET TRANSFER FORM The HAT form is attached as a separate document.

Carson Housing Successor Annual Report 2024-25 17
APPENDIX 2 - HOUSING SUCCESSOR ANNUAL REPORT REQUIREMENTS Health and Safety Code Section 34176.1(f) Housing Asset Fund Revenues & Expenditures Total amount deposited in the Housing Asset Fund for the fiscal year. Amount of deposits funded by a Recognized Obligation Payment Schedule (“ROPS”). Statement of balance at the close of the fiscal year. Description of Expenditures for the fiscal year, broken out as follows: • Homeless prevention and rapid rehousing • Administrative and monitoring • Housing development expenses by income level assisted Description of any transfers to another housing successor for a joint project. Other Assets and Active Projects Description of any project(s) funded through the ROPS. Update on property disposition efforts (note that housing successors may only hold property for up to five years, unless it is already developed with affordable housing). Other “portfolio” balances, including: • Statutory value of any real property either transferred from the former Agency or purchased by the Housing Asset Fund • Value of loans and grants receivable Inventory of homeownership units assisted by the former Agency or the housing successor that are subject to covenants or restrictions or to an adopted program that protects the former Agency’s investment of monies from the Low and Moderate Income Housing Fund. Obligations & Proportionality Description of any outstanding production obligations of the former Agency that were inherited by the Housing Successor. Compliance with proportionality requirements (income group targets), which must be upheld on a five-year cycle. Percentage of deed-restricted rental housing restricted to seniors and assisted by the former Agency, the Housing Successor, or the City within the past ten years compared to the total number of units assisted by any of those three agencies. Amount of any excess surplus, and, if any, the plan for eliminating it.

Carson Housing Successor Annual Report 2024-25 18
APPENDIX 3 – HOUSING ASSET FUND EXPENDITURE REQUIREMENTS Health and Safety Code Section 34176.1 Expense Category Limits Allowable Uses Administration and Compliance Monitoring Annual Limit $3,722,845 maximum for FY 2024-25 (limit varies each year) Administrative activities such as: • Professional services (consultant fees, auditor fees, etc.) • Staff salaries, benefits, and overhead for time spent on Housing Successor administration • Compliance monitoring to ensure compliance with affordable housing and loan agreements • Property maintenance at Housing Successor-owned properties Capped at $200,000 adjusted annually for inflation or 5% of the statutory value of real property owned by the housing successor and the value of loans and grants receivable from the HAT (“Portfolio”), whichever is greater. Homeless Prevention and Rapid Rehousing Solutions Annual Limit $500,000 maximum per fiscal year • Services for individuals and families who are homeless or would be homeless but for this assistance, including: • Contributions toward the construction of local or regional homeless shelters • Housing relocation and stabilization services including housing search, mediation, or outreach to property owners • Short-term or medium-term rental assistance • Security or utility deposits • Utility payments • Moving cost assistance • Credit repair • Case management • Other appropriate activities for homelessness prevention and rapid rehousing of persons who have become homeless. Affordable Housing Development No spending limit, but must comply with income and age targets “Development” includes: • New construction • Acquisition and rehabilitation • Substantial rehabilitation • Acquisition of long-term affordability covenants on multifamily units • Preservation of at-risk units whose affordable rent restrictions would otherwise expire over the next five years

Carson Housing Successor Annual Report 2024-25 19
Health and Safety Code Section 34176.1 Expense Category Limits Allowable Uses Income Targets Fixed Five-Year Compliance Period (FY 2024-25 to 2028-29) Every five years (currently FYs 2024-25 – FY 2028-29), Housing Asset Funds must meet income targets: • At least 30% on extremely low income rental households (up to 30% AMI or “Area Median Income”) • No more than 20% on low income households (60-80% AMI) Moderate and above moderate income households may not be assisted (above 80% AMI). Failure to comply with the extremely low income requirement in any five-year compliance period will result in having to ensure that 50 percent of remaining funds be spent on extremely low income rental units until in compliance. Exceeding the expenditure limit for low households earning between 60-80% AMI in any five-year reporting period will result in not being able to expend any funds on these income categories until in compliance. Age Targets Rolling Ten-Year Period For the prior ten years (resets every year), a maximum of 50% of deed-restricted rental housing units assisted by the Housing Successor or its host jurisdiction may be restricted to seniors. If a housing successor fails to comply, Housing Asset Funds may not be spent on deed-restricted rental housing restricted to seniors until in compliance.

CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, January 6, 2026, 5:00 PM
CONSENT 20. To: Honorable Mayor and City Council From: Nathan Freeman, Director of Community and Economic Development CD Planning Subject: CONSIDER ISSUING THE 10-DAY REPORT PURSUANT TO GOVERNMENT CODE SECTION65858(d) REGARDING INTERIM URGENCY ORDINANCE NO. 25-2521U, WHICH ESTABLISHED ATEMPORARY 45-DAY MORATORIUM ON THE ESTABLISHMENT OR EXPANSION OF CARWASHES WITHINCITY LIMITS DURING THE PENDENCY OF THE CITY’S REVIEW AND ADOPTION OF PERMANENT ZONINGREGULATIONS FOR SUCH USES WITHIN THE CITY OF CARSON I. SUMMARY
On December 2, 2025, the City Council unanimously adopted Interim Urgency Ordinance No. 25-2521U, which established a temporary 45-day moratorium on the establishment or expansion of car wash operations within the City during the pendency of the City’s review and adoption of permanent zoning regulations for such uses within city limits. The moratorium was enacted pursuant to Section 65858 of the California Government Code, took effect immediately, and is scheduled to expire on January 16, 2026, unless extended by the Council.

The purpose of the moratorium is to allow the City time to study and develop appropriate regulations for Car Wash Operators consistent with State and federal law, and to enable the City to adequately and appropriately protect the public peace, health, safety, and welfare, as well as environmental justice and environmental quality in connection with any establishment or expansion of new car wash uses that may be proposed.

The purpose of this item is to comply with Government Code Section 65858(d), which provides that at least ten (10) days prior to expiration or any extension of a moratorium, the City Council must issue a written report describing the measures taken to alleviate the condition which led to its adoption. This is known as a 10-day report.

A 10-day report is required to be issued regardless of whether or not the Council extends the moratorium.

Consideration of whether or not to extend the moratorium is not the subject of this item, but rather is the subject of a separate, public hearing item on tonight's meeting agenda.

The proposed 10-day report, which describes the measures taken to alleviate the condition which led to adoption of the moratorium, is attached as Exhibit No. 1. The proposed exhibit A to the 10-day report, which is the adopted Interim Urgency Ordinance No. 25-2521U, is attached as Exhibit No. 2 to this staff report.

II. RECOMMENDATION
ISSUE the 10-Day Report on Interim Urgency Ordinance No. 25-2521U (Exhibit No. 1).

III. ALTERNATIVES
TAKE another action that City Council deems appropriate, subject to compliance with applicable law.

IV. BACKGROUND
On December 2, 2025, the City Council adopted Interim Urgency Ordinance 25-2521U, establishing a temporary moratorium on new car wash uses and the expansion of existing car wash operations in the City. The City Council identified potential adverse impacts associated with new car wash development, including noise, traffic, pollution, and compatibility issues with surrounding land uses. Without updated regulatory standards, additional and/or expanded car wash uses may negatively affect nearby residents and businesses. As such, the City Council approved the moratorium to protect public health, safety, and welfare by allowing the City time to consider, study, and develop as necessary tailored regulations, procedures and fees related to car wash uses.

Ten (10) days prior to the expiration or any extension of the moratorium, the City Council is required to issue a written report "describing the measures taken to alleviate the condition that led to the adoption of the ordinance." (Gov’t Code § 65858(d)).

As detailed in the 10-Day Report (Exhibit No. 1), during the period the moratorium has been in place, among other things, City staff has reviewed the City's car wash regulations, including reviewing and comparing against peer-city car wash regulations, and analyzed the number and types of car washes operating in the City. The potential impacts of development, expansion, and modification of the uses subject to the moratorium necessitate further time, analysis, and community outreach to achieve the purposes of the moratorium. As of the date of this report, no formal legislative action to amend the City's regulations has been initiated or considered by the City’s legislative decision-makers concerning the subject matter. More time would be needed to complete the process. Considering whether or not to extend the moratorium is a separate public hearing item on tonight's agenda.

V. FISCAL IMPACT
None.

VI. EXHIBITS

1. Draft 10-Day Report (Interim Urgency Ordinance No. 25-2521U - Car Wash Moratorium)2. Interim Urgency Ordinance No. 25-2521U - Car Wash Moratorium)

Attachments

1. Draft 10-Day Report (Interim Urgency Ordinance No. 25-2521U - Car Wash Moratorium).pdf

2. Interim Urgency Ordinance No. 25-2521U - Car Wash Moratorium.pdf 01007.0001 2072746.1
City of Carson
10-Day Report on Interim Emergency Ordinance Establishing a 45-Day Temporary Moratorium on the Establishment or
Expansion of Carwashes Within City Limits During t he
Pendency of the City’s Review a nd Adoption o f Permanent Zoning Regulations for Such Uses
January 6, 2026

10-Day Report Carwash Interim Urgency Moratorium

On December 2, 2025, the City Council of the City Carson (“City”) adopted an Interim Urgency Ordinance 25-2521U, establishing a temporary moratorium on new Car Washes and the expansion of existing Car Washes in the City (the “Moratorium” or the “Ordinance”). The Ordinance is attached hereto as Exhibit A.

The City Council determined that the potential new development and proliferation of Car Washes in the City under the current zoning ordinance would likely result in negative and harmful secondary effects, including, but not limited to, increased noise, traffic, pollution, public health and safety concerns. The City Council further concluded that Car Washes may often generate undesirable conditions for adjacent properties and that these impacts can be detrimental to the quality of life for adjacent residents and disruptive to adjacent businesses. Allowing the continued establishment of Car Washes without carefully tailored regulations will result in the immediate potential for disruptions to the quality of life for adjacent residents and businesses.

Given these factors, the City Council enacted the Moratorium to protect public health, safety, and welfare by allowing the City time to consider , study, and develop as necessary laws, rules, procedures, and fees related to Car Washes.

The City Council enacted the Moratorium pursuant to Section 65858 of the California Government Code, which took effect immediately and will expire on January 16, 2026, unless extended by the City Council.

Subdivision (d) of Section 65858 of the Government Code provides that : “[t]en days prior to the expiration of that interim ordinance or any extension, the legislative body shall issue a written report describing the measures taken to alleviate the condition which led to the adoption of the ordinance.”

This report complies with the requirements of Government Code section 65858(d). During the period the Moratorium has been in place, the City has taken the following measures to investigate and alleviate the conditions which led to adoption of the Moratorium:

• Seeking and receiving initial feedback from parties and businesses interested in or affected by the Moratorium;
• Reviewing the City's development standards and land use regulations for Car Washes, including assessing the initial adequacy of distance buffers required to address concerns about concentrations;
• Conducting research on the economics of Car Washes, and surveying land use regulations and development standards for Car Washes in other cities • Quantifying the total number of car washes currently in operation within the City; and • Characterizing the quantity of various types of Car Washes present in the City, self-service, full-service, and ancillary facilities.

The potential impacts of development, expansion, and modification of the uses subject to this Moratorium necessitate further time and analysis to achieve the purposes of the Moratorium. 10-Day Report Carwash Interim Urgency Moratorium

Proper completion of the measures outlined above will necessitate extending the Moratorium past the January 16, 2026, expiration date for another 10 months and 15 days. The initial 45- day moratorium period enacted by the Ordinance provides an insufficient amount of time to fully study and consider all the above.

During the period of the extension of the Moratorium, City staff will continue to perform the tasks outlined above to completion in order for the City to establish a comprehensive regulatory system that will protect and promote the health, safety, and welfare of the residents, while also providing more clarification to existing and potential Car Wash operators.

01007.0001 2067100.2

ORDINANCE NO. 25-2521U
1 URGENCY ORDINANCE NO. 25-2521U

AN INTERIM URGENCY ORDINANCE OF THE CITY OF CARSON,

CALIFORNIA, ENACTED PURSUANT TO CALIFORNIA GOVERNMENT
CODE SECTION 65858 ESTABLISHING A 45 -DAY TEMPORARY

MORATORIUM ON THE ESTABLISHMENT OR EXPANSION OF

CARWASHES WITHIN CITY LIMITS DURING THE PENDENCY OF THE CITY’S REVIEW AND ADOPTION OF PERMANENT ZONING REGULATIONS

FOR SUCH USES
WHEREAS, the City of Carson (“City”) has the authority, under its police power, to enact regulations for the public peace, morals, and welfare of the City pursuant to California Constitution Article XI, section 7; and
WHEREAS, the City has a compelling interest in protecting the public health, safety, and welfare of its citizens, residents, visitors and businesses, and in preserving the peace and quiet of the neighborhoods within the City by regulating the establishment and expansion of Car Washes (as defined in this Ordinance below) within City limits; and

WHEREAS, the City is responsible for adopting and implementing land use regulations within its boundaries; and
WHEREAS, City of Carson Municipal Code (“CMC”) section 9138.14(F) establishes standards for automobile/vehicle washing facilities; and
WHEREAS, CMC section 9138.15 requires vehicle washing and detailing services to be screened from public right-of-way along streets within the Commercial Automotive District Zone and residential areas; and
WHEREAS, CMC section 51005 requires commercial conveyor car wash systems to install and operate recirculating water systems; and
WHEREAS, the City’s current Zoning Code prohibits Car Washes in or within 100 feet of residential zones, as well as in the Downtown Mixed Use zone, and requires Conditional Use Permits in other zones; and
WHEREAS, the City’s existing development standards for Car Washes are insufficient and, together with the City’s current land use regulations, could result in establishment of Car Wash uses that are detrimental to public health, safety and welfare of nearby residents and business and a proliferation or oversaturation of said uses within the City; and
WHEREAS, the establishment and proliferation of Car Washes throughout the City without sufficient regulation presents a current and immediate threat to public health, safety, or welfare because Car Washes generate undesirable conditions for adjacent properties as a result of noisy, large- scale industrial equipment including vacuums, pumps, pressurized sprayers, dryers, engines and car stereos. In addition the use increases vehicle traffic in the immediate vicinity, and 01007.0001 2067100.2

ORDINANCE NO. 25-2521U
2 can cause runoff of chemicals. Finally, airborne mist, odors from chemicals and vehicle exhaust are also a result of such uses; and
WHEREAS, absent sufficient regulation, the establishment, proliferation and oversaturation of Car Washes in the City poses a threat to the public peace, health, and safety, and, unless the City takes action to regulate, the impacts described above are likely to continue to occur; and WHEREAS, the City desires to regulate Car Washes to ensure that public right-of-ways and public property remain free of public nuisances, are safe and accessible for all users, are clear of conditions that pose threats to public health, safety, and welfare, to ensure that future development is undertaken in a manner consistent with the City’s General Plan, and to ensure that Car Wash Operators comply with State and City regulations that inure to the public’s health, safety, and welfare; and WHEREAS, the City anticipates that Car Wash operators may seek to establish additional Car Washes, or desire to expand existing Car Washes before a non -urgency ordinance would become effective; and
WHEREAS, City Charter Section 313 and Government Code Section 65858 expressly authorize the City Council to adopt an urgency ordinance for the immediate preservation of the public peace, health, or safety, and to prohibit a use that is in conflict with a contemplated general plan, specific plan, or zoning proposal that the legislative body, planning commission or the planning department is considering or studying or intends to study within a reasonable time; and WHEREAS, City staff require time to study and develop appropriate regulations for Car Wash Operators consistent with State and federal law; and
WHEREAS, pursuant to the above -described express statutory authority and its police power, the City Council desires, on an interim urgency basis, to temporarily prohibit establishment of new, or expansion of existing, Car Washes within the City.

WHEREAS, all legal prerequisites to the adoption of this Ordinance have occurred.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CARSON, CALIFORNIA, DOES ORDAIN AS FOLLOWS:

SECTION 1. FINDINGS
The City Council finds the facts set forth in the recitals in this Urgency Ordinance are true and correct, and are hereby incorporated by reference. Additionally, based on the foregoing, both verbal and written testimony at the public hearing, including the staff report, exhibits, and any materials provided by members of the public, the City Council finds as follows:

A. The City Council is adopting this Ordinance in order to allow the City time to thoroughly study and develop the City’s laws, rules, procedures, and fees related to the development, operation and establishment of Car Washes to enable the City of Carson (hereafter, 01007.0001 2067100.2

ORDINANCE NO. 25-2521U
3 the “City”) to adequately and appropriately preserve the health, safety, and welfare of the community in the City.

B. For the purposes of this Ordinance, “Car Washes” shall include all full service, express, and ancillary facilities in the City. Full -service car washes are usually stand -alone facilities where employees either hand wash or detail vehicles. Express car washes are usually fully automated car wash facilities with or without accompanying self -serve vacuum stalls. Ancillary facilities are typically automated facilities that are associated with gas stations, and more commonly called drive-thru car washes. Further, the definition shall also include permanent, drive-through, automated self -service, and/or attended car washing establishments, including fully mechanized facilities and/or detailing services. This ordinance is intended to apply to Car Washes that are either the primary use or the accessory use of the relevant parcel. Temporary car washes ( e.g., fundraising activities generally conducted at a service station or other automotive -related business, where volunteers wash vehicles by hand and the duration of the event is limited to one day) are not part of this definition.

C. For purposes of this Ordinance, “Car Wash Operator” shall mean a person that manages and/or operates a Car Wash, whether for profit or not.

D. The City finds that in the absence of a sufficient regulatory framework to govern Car Washes, the adverse impacts frequently associated with Car Washes likely will occur, resulting in unregulated and significant negative impacts upon the public health, safety, and welfare of the community.

E. The City finds that the adverse impacts from Car Washes include the following:
(1) The establishment and proliferation of Car Washes throughout the City without sufficient regulation presents an immediate threat to public health, safety, or welfare because Car Washes generate undesirable conditions for adjacent properties as a result of use noisy, large-scale industrial equipment including vacuums, pumps, pressurized sprayers, dryers, engines, and car stereos; and
(2) The use tends to increase vehicle traffic in their immediate vicinity, and can cause runoff of chemicals onto public property or adjacent private property; and (3) Airborne mist, and odors from chemicals and vehicle exhaust are also a result of such uses; and
F. The City also finds that Car Washes could have a negative economic impact for the City absent sufficient regulation, as follows:
(1) The use provides little economic benefit to the City or City residents, as there are minimal sales tax revenues associated with the use, few employees hired, and typical wages paid would not increase the City’s overall median income; and
(2) The continued establishment of new Car Washes will result in the immediate loss of potential revenues to the City and the immediate loss of desirable commercial and/or manufacturing sites throughout the City.
01007.0001 2067100.2

ORDINANCE NO. 25-2521U
4 G. The City needs time to draft a proposed text amendment to the Zoning Code to preserve the health, safety, and welfare of the community in the City with respect to the operation of Car Washes.

SECTION 2. CEQA COMPLIANCE
Pursuant to the California Environmental Quality Act Guidelines ("CEQA," California Code of Regulations Title 14, §§ 15000 et seq.), this Interim Urgency Ordinance is exempt from CEQA based on the following: (i) this Interim Urgency Ordinance is not a project within the meaning of CEQA Section 15378 because it has no potential for resulting in physical change to the environment, either directly or indirectly; and (ii) this Interim Urgency Ordinance is also exempt pursuant to CEQA Section 15061(b)(3) because it merely establishes a 45-day temporary moratorium on the establishment and expansion of Car Washes, and thus it can be seen with certainty that there is no possibility that this ordinance may have a significant effect on the environment.

SECTION 3. AUTHORITY AND EFFECT
The State Planning and Zoning Law (Cal. Gov’t Code Sections 65000, et seq. ) and the City’s Charter broadly empower the City to plan for and regulate the use of land in order to provide for orderly development, the public health safety and welfare, and a balancing of property rights and the desires of the community and how its citizens envisions their city.

SECTION 4. MORATORIUM
A. During the Effective Period of this Ordinance as specified below, no permit shall be issued for any development or use of any new Car Wash, nor may a permit be issued for the expansion of an existing Car Wash, within the City. The foregoing shall explicitly prohibit the issuance of any zoning, land use, discretionary permit, building permit, environmental approval, business license, or any other entitlement involving businesses defined as a Car Wash herein during the Effective Period.

B. Notwithstanding the foregoing, any existing Car Wash facility shall be allowed to obtain their annual City business license. Additionally, permits may be issued for minor construction, rehabilitation, and landscaping, or other purposes not involving an expansion of building area. Any Car Wash facilities under construction with a valid building permit or any car wash facility approved by the Planning Commission as of the effective date of this Urgency Ordinance shall be exempt from this Urgency Ordinance.

SECTION 5. STUDY AND DEVELOPMENT
During the Effective Period of this Ordinance, the City shall study and develop as necessary City laws, rules, procedures, and fees related to Car Washes to enable the City to adequately and appropriately preserve the health, safety, and welfare of the community in the City. Pursuant to Government Code Section 65858, the Planning Manager will issue a report for the legislative body on what has been accomplished during the moratorium before it expires or is extended. 01007.0001 2067100.2

ORDINANCE NO. 25-2521U
5 SECTION 6. URGENCY MEASURE
It is hereby declared that this Ordinance is necessary as an urgency measure for the immediate preservation of public peace, health, safety, and welfare. The City Council finds that its current zoning regulations and land use plans do not adequately regulate the development, establishment and operation of Car Washes and therefore do not adequately protect the peace, health, safety, and general welfare of the residents of the City or in communities around the City. The City Council finds the urgency measure is necessary in order to ensure adequate regulation of the development and operation of Car Washes. The facts constituting the urgency are:

The City does not currently have sufficient standards in the Carson Municipal Code related specifically to the development, establishment and expansion of Car Washes within the City.

The negative impacts frequently associated with operation of Car Washes will likely increase as insufficiently regulated Car Washes continue to proliferate throughout the City, resulting in a significant negative impact upon public health, safety, and welfare of the community.

To permit the establishment and proliferation of Car Washes to continue within the City without specific regulations that are consistent with the General Plan, and that take into account the detrimental impacts that such establishments can have if not sufficiently regulated, constitutes a threat to the public health, safety, and welfare. Car Washes generate undesirable conditions for adjacent properties.

Airborne mist, odors from chemicals and vehicle exhaust, and noise from vacuums, pumps, pressurized sprayers, dryers, engines, and car stereos are examples of common impacts generated by these uses.

The impacts can be detrimental to the quality of life for adjacent residents and disruptive to adjacent businesses. Allowing the continued establishment of Car Washes without carefully tailored regulations will result in the immediate potential for disruptions to the quality of life for adjacent residents and businesses.

Car Wash facilities in the community can result in loss of potential revenue to the City and provide the City with little economic benefit, as there are minimal sales tax revenues associated with Car Wash operations, and therefore can have a negative economic impact on the City and its ability to deliver needed public services if left insufficiently regulated.

Car Wash facilities hire few employees and typical wages paid at Car Wash facilities would not increase the City’s overall median incomes. Car Washes therefore would not bolster employee densities in commercial and manufacturing zones or increase the per capita median income of the community.

Allowing the continued establishment of Car Washes under the existing zoning ordinance will result in the immediate loss of potential income to City residents and reduce potential employment opportunities throughout the City.

Car Wash Operators are likely to seek to establish or expand Car Washes in the City based on the lack of clear and sufficient regulations, which will further exacerbate the impacts of such businesses.

Absent the adoption of this Interim Urgency Ordinance, the continued establishment and proliferation of Car Washes in the City under the current zoning ordinance would likely result in the negative and harmful secondary effects, as identified above, including, but not limited to, 01007.0001 2067100.2

ORDINANCE NO. 25-2521U
6 increased noise, traffic, pollution, public health and safety concerns, and other impacts identified herein.

As a result of the negative and harmful secondary effects associated with insufficiently regulated development and operation of Car Washes, the current and immediate threat such effects pose to the public health, safety and welfare, it is necessary to adopt a temporary, forty-five (45) day moratorium on the establishment of new Car Washes and the expansion of existing Car Washes in the City.

A moratorium is immediately required to preserve the public health, safety, and welfare and should be adopted immediately as an urgency ordinance to make certain that the establishment and expansion of Car Washes is prohibited for the period of this Ordinance. Imposition of a moratorium will allow the City sufficient time to conclude the preparation of a comprehensive ordinance for the regulation of such activities.

SECTION 7. SEVERABILITY
The City Council hereby declares that if any provision, section, subsection, paragraph, sentence, phrase, or word of this Ordinance is rendered or declared invalid or unconstitutional by any final action in a court of competent jurisdiction or by reason of any preemptive legislation, then the City Council would have independently adopted the remaining provisions, sections, subsections, paragraphs, sentences, phrases, or words of this Ordinance, and as such they shall remain in full force and effect.

SECTION 8. EFFECTIVENESS OF ORDINANCE.

This Ordinance shall take effect immediately upon its adoption by a 4/5 vote, pursuant to the authority conferred upon the City Council by City Charter Section 313 and Government Code Section 65858. This Ordinance shall be effective during the Effective Period, which shall be from its adoption and shall be of no further force and effect forty -five (45) days following the date of its adoption, unless extended in accordance with the provisions set forth in Government Code Section 65858(b).

SECTION 9. PUBLICATION
The City Clerk shall certify as to the passage and adoption of this Interim Urgency Ordinance and shall cause the same to be published in a manner prescribed by law.

[SIGNATURES LOCATED ON THE FOLLOWING PAGE]
01007.0001 2067100.2

ORDINANCE NO. 25-2521U
7 PASSED, APPROVED and ADOPTED by the City Council of the City of Carson, California at a regular meeting on this 2nd day of December, 2025.

Lula Davis-Holmes, Mayor
ATTEST:

Dr. Khaleah K. Bradshaw, City Clerk

APPROVED AS TO FORM:

Sunny Soltani, City Attorney

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:

CITY OF CARSON )
I, Khaleah K. Bradshaw, City Clerk of the City of Carson, do hereby certify that the foregoing Ordinance, being Urgency Ordinance No. 25 -2521U, was duly passed and approved by the City Council of the City of Carson at a regular meeting of said Council held on the 2 nd day of December, 2025, by the following vote:

AYES: NOES:

ABSENT:

ABSTAIN:

Khaleah K. Bradshaw, City Clerk
CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council

CONSENT 21. To: Honorable Mayor and City Council From: Michael Whittiker, Community Services Director CS Community Services Subject: CONSIDER ADOPTING RESOLUTION NO. 26-004, AMENDING THE CITY'S UNIFORMCOMPREHENSIVE SCHEDULE OF FEES TO ESTABLISH INTERIM RENTAL FEES FOR THE NEW CARSONEVENT CENTER AMPHITHEATER AND COURTYARD (CITY COUNCIL) I. SUMMARY
The City of Carson has recently completed construction of two new outdoor rental spaces at the Carson Event Center: the Amphitheater and the Courtyard. The Amphitheater is a brand-new facility, and the Courtyard was significantly redesigned and upgraded from its previous configuration. Before either space can be rented to the public, rental fees must be formally approved by the City Council (see Exhibit No. 1, Carson Event Center Current Fees – December 2025). Because these facilities are new or newly enhanced, staff is recommending that the proposed fees be adopted on an interim (temporary) basis while a broader fee survey is completed. A fee survey compares rental rates at similar indoor and outdoor venues in nearby cities to ensure City fees are fair, competitive, and cost-recovering.

To formally adopt the proposed interim rental fees, staff is requesting City Council approval of Resolution No. 26- 004. This resolution would amend the City’s 2019 Uniform Comprehensive Fee Schedule, which currently governs fees for the Community Services Department. Although the City adopted a 2023 Uniform Comprehensive Fee Schedule to update fees for other departments, Community Services fees remain under the 2019 schedule.

Approval of Resolution No. 26-004 would establish an interim fee schedule specifically for the Carson Event Center Amphitheater and Courtyard (see Exhibit No. 2). These interim fees would remain in effect while a comprehensive fee study is completed. Staff anticipates returning to City Council with recommended permanent rental rates for consideration within approximately 8 to 12 months.

II. RECOMMENDATION
WAIVE further reading and ADOPT Resolution No. 26-004, "A RESOLUTION OF THE CITY OF CARSON CITY COUNCIL APPROVING CARSON EVENT CENTER AMPHITHEATER AND COURTYARD INTERIM FEE SCHEDULE." III. ALTERNATIVES
TAKE another action City Council deems appropriate.

IV. BACKGROUND
The City has recently completed construction of two new outdoor rental spaces at the Carson Event Center: the Amphitheater and the Courtyard. These facilities are managed, maintained, and rented by Carson Event Center staff, consistent with other City-owned event venues. Because these spaces are new or significantly different from the City’s existing rental facilities, City Council approval of rental fees is required before the public may begin reserving them. The proposed rental rates are intended to be interim (temporary) and will remain in place while a comprehensive fee survey is completed. Staff anticipates returning to the City Council with recommended permanent rental fees for consideration within approximately 8 to 12 months. A fee survey is a formal review of rental rates charged by comparable venues in nearby cities and similar markets. The purpose of the survey is to ensure that the City’s fees are fair, competitive, and appropriate, while balancing cost recovery and community access.

To develop the proposed interim fees, staff reviewed:

Current indoor and outdoor rental rates at the Carson Event Center (see Exhibit No. 1, Carson Event Center Current Fees – December 2025), and
Rental rates at comparable venues in nearby cities with similar size and features.

Examples of comparable indoor venues reviewed include:

Venue Square
Feet 2025 Hourly Rate
Carson
- DoubleTree 3,075 $300
Cerritos - Garden
Room 8,100 $700
Cerritos - Sierra
Room 5,200 $600
Gardena - Palms10,000$833
Lakewood - Center6,555 $470
Staff also reviewed outdoor venues and found that the only comparable outdoor space in the South Bay is Terranea Resort, where rental fees range from $5,000 to $20,000, not including additional administrative fees.

Consequently, staff is recommending the following interim hourly rental fees, with a two-hour minimum, consistent with the City’s existing Uniform Comprehensive Fee Schedule:

Amphitheater
Non-Resident Rate: $700 per hour
Resident Rate: $350 per hour (50% of non-resident rate)* Non-Profit Rate: $490 per hour (70% of non-resident rate) Security Deposit: $750
Courtyard
Non-Resident Rate: $400 per hour
Resident Rate: $200 per hour (50% of non-resident rate)* Non-Profit Rate: $280 per hour (70% of non-resident rate) Security Deposit: $450
*Resident rate for Amphitheater and Courtyard is only available Monday – Thursday. Friday – Sunday resident rental rate is the full non-resident rate.

Security deposits are required to help cover potential damage, additional cleanup, or staffing costs, and the proposed amounts reflect the size and enhanced amenities of each space.

To formally adopt these interim fees, staff is requesting that the City Council adopt Resolution No. 26-004 (see Exhibit No. 2), which would amend the City’s Uniform Comprehensive Fee Schedule to include the Carson Event Center Amphitheater and Courtyard.

V. FISCAL IMPACT
If the City Council approves the recommended rental fees, staff expects annual rental revenue at the Carson Event Center to increase as the Amphitheater and Courtyard become available for public use. The projected increase is based on the anticipated number of rentals for these new outdoor spaces and will help support ongoing facility operations, maintenance, and event services.

VI. EXHIBITS

1. Carson Event Center Current Fees 12-2025

2. Draft Resolution No. 26-004

Attachments
Carson Event Center Current Fees 12-2025.pdf
Draft Resolution No. 26-004.pdf
Non-Resident Nonprofit Resident
Main Hall Theatre Banquet Classroom ConferenceU-Shape
ABC * 253.00$ 177.10$ 126.50$ 800 700 420 N/A N/A AB or BC * 213.40$ 149.60$ 106.70$ 500 400 300 100 75 A or C * 173.80$ 122.10$ 86.90$ 225 180 130 75 50 B only * 190.30$ 133.10$ 94.60$ 400 200 175 75 50 Patio * -$ -$ -$ UK UK N/A N/A N/A Atrium * 94.60$ 66.00$ 47.30$ 250 150 N/A N/A N/A

N/A N/A N/A N/A N/A
West Wing Theater Banquet Classroom ConferenceU-Shape
WW Lounge * 181.50$ 127.60$ 91.30$ 80 150 75 N/A N/A 111 * 55.00$ 38.50$ 27.50$ 80 60 54 34 30 107 * 79.20$ 55.00$ 39.60$ 100 80 63 42 41 WW Patio * -$ -$ -$ UK UK

N/A N/A N/A N/A N/A
Second Floor Theater Banquet Classroom ConferenceU-Shape Conference 212 47.30$ 33.00$ 24.20$ N/A N/A N/A 25 N/A 209 AB 47.30$ 33.00$ 24.20$ 60 50 48 25 27 206 39.60$ 27.50$ 19.80$ 60 50 30 25 20 Dance 201 71.50$ 49.50$ 35.20$
East Wing Theater Banquet Classroom ConferenceU-Shape
Dominguez Ballroom* 205.70$ 144.10$ 102.30$ 350 300 200 75 50 EW Activity 111.10$ 77.00$ 55.00$ 175 120 120 50 42 EW Lounge 63.80$ 44.00$ 31.90$ 50 50 27 25 20 International 132 55.00$ 38.50$ 27.50$ 60 50 36 26 27 122 71.50$ 49.50$ 35.20$ 100 80 63 42 41 Event Center Rehearsal Rooms
All room rental fees are listed by the hour. There is a two (2) hour minimum for all room rentals.

ABC * 94.60$ 66.00$ 47.30$
A and B or B and C 79.20$ 55.00$ 39.60$ A or C 63.80$ 44.00$ 31.90$
B only 71.50$ 49.50$ 35.20$
*Resident rate available Monday - Thursday only
Setup Capacity Event Center Room Rental Rates
*Resident rate available Monday - Thursday only
*Resident rate available Monday - Thursday only
Note
- All room rental fees are listed by the hour. 2 hour minimum is required for all room rentals. - Room Deposits: $500 refundable security deposit for Halls A,B,C , Dominguez and WWLounge; $250 refundable security deposit for all other rooms.

Discounted Room Rental Rates
-Nonprofit Rate: Applies to local nonprofit agencies typically organizations that are designated as 501©(3) and whose membership consist of 75% or more Carson residents or can show proof that services rendered or participation at a specific event includes 75% or more Carson residents. -Resident Rate: Resident must be the applicant, be ActiveNet verified and must be present at all times during the event.

RESOLUTION NO. 26-004

A RESOLUTION OF THE CITY OF CARSON CITY COUNCIL APPROVING CARSON

EVENT CENTER AMPHITHEATER AND COURTYARD INTERIM FEE SCHEDULE WHEREAS, the City Council adopted Uniform Comprehensive Schedule of Fees of the City via Resolution No. 19-068; and

WHEREAS, the City Council desires to amend the Schedule of Fees; and

WHEREAS, the City Council has determined it necessary to establish an interim rental fee schedule for the Carson Event Center Amphitheater and Courtyard.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CARSON DOES HEREBY RESOLVE, FIND, DETERMINE, AND ORDER AS FOLLOWS:

Section 1. The following amendment(s) will be made to the City’s Schedule of Fees to establish an interim rental fee schedule for the Carson Event Center Amphitheater and Courtyard.

Amphitheater
Non-Resident Rate: $700.00/hour
Resident Rate: $350.00/hour (50% of non-resident rate)* Non-Profit Rate: $490.00/hour (70% of non-resident rate) Security Deposit: $750.00

Courtyard
Non-Resident Rate: $400.00/hour
Resident Rate: $200.00/hour (50% of non-resident rate)* Non-Profit Rate: $280.00/hour (70% of non-resident rate) Security Deposit: $450.00

*Resident rate for Amphitheater and Courtyard is only available Monday – Thursday. Friday – Sunday resident rental rate is the full rate.

Section 2. The City Clerk shall certify to the adoption of this resolution and shall keep a copy of this resolution on file and effective as of January 6, 2026 the same shall be in force and effect.

PASSED, APPROVED, AND ADOPTED this 6th day of January, 2026.

New Rental Space Square Feet Full Rate
Amphitheater 13,000 $ 700.00/hour
Courtyard 4,775 $ 400.00/hour

APPROVED

_________________________ ________________________
Sunny K. Soltani, City Attorney Lula Davis-Holmes, Mayor

ATTEST:

_______________________________
Dr. Khaleah K. Bradshaw, City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.

CITY OF CARSON )
I, Dr. Khaleah K. Bradshaw, City Clerk of the City of Carson, California, hereby attest to and certify that the foregoing resolution, being Resolution No. 26-004 adopted by the City of Carson City Council at its meeting held on January 6, 2026 by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMEBES:

ABSENT: COUNCIL MEMBERS:

_____________________________
Dr. Khaleah K. Bradshaw, City Clerk
CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, January 6, 2026, 5:00 PM
CONSENT 22. To: Honorable Mayor and City Council From: Nathan Freeman, Director of Community and Economic Development CD Administration Subject: CONSIDER THE INTERIM DEVELOPMENT IMPACT FEE ANNUAL AND FIVE-YEAR REPORTFOR FISCAL YEAR 2024-2025, PURSUANT TO GOVERNMENT CODE SECTION 66006 (CITY COUNCIL) I. SUMMARY
State Law (Government Code §66006) requires any local agency that imposes development impact fees to prepare an annual and five-year report providing specific information about those fees. The City's Interim Development Impact Fee Program ("IDIF Program"), adopted in April 2019, also incorporates the same reporting requirements under Chapter 6 of Article XI of the Carson Municipal Code (under Ordinance No. 19-1931). In accordance with these reporting requirements, the Interim Development Impact Fee Annual and Five-Year Report for Fiscal Year 2024-2025 ("Annual and Five-Year Report") is prepared for City Council review.

In summary, the City collected $474,169.01 in IDIF fees for Fiscal Year 2024-2025, a significant decline from the two prior fiscal years ($3,413,453.88 in Fiscal Year 23-24 and $5,490,895.86 in Fiscal Year 22-23). The City has also spent $4,815,436.92 on DIF projects in Fiscal Year 2024-2025, a significant increase from the two prior years ($1,390,268.02 in Fiscal Year 23-24 and $858,951 in Fiscal Year 22-23).

DIF currently have a fund balance of $11,413,375.38 as of June 30, 2025, when including all revenues collected and expenditures made since IDIF Program inception. Details of the IDIF fund are described in Table 1 and 2 of the staff report. Additional details can be found under attached Annual and Five-Year Report (Exhibit No. 1).

II. RECOMMENDATION
RECEIVE and FILE.

III. ALTERNATIVES
TAKE another action the City Council deems appropriate.

IV. BACKGROUND
Development impact fees are charged by local governmental agencies in connection with approval of development projects. The purpose of these fees is to collect a proportional share of funds from new development projects to mitigate impacts on infrastructure improvements or other public facilities. The legal requirements for enactment of an impact fee program are set forth in Government Code §§ 66000 - 66025 (the "Mitigation Fee Act").

The Annual and Five-Year Report provides revenue and expenditure information through June 30, 2025. Six types of fees are collected under the IDIF Program including: (1) Traffic, (2) Parks, (3) Beautification, (4) General Government Facilities, (5) Transportation Infrastructure, and (6) Utilities and Sustainability. These fees are generally collected in one lump sum fee (“IDIF Amount”) and distributed into the six fee categories in accordance with the respective percentages provided by the IDIF Program Ordinance. In addition to the six categories above, an administration fee is included to offset the cost of managing the IDIF Program. This year’s report includes a Five- Year Report section which makes certain findings with respect to applicable IDIF account that remains unexpended, whether committed or uncommitted.

Revenue
In summary, the following two tables summarize the preliminary unaudited collected amounts, as of June 30, 2025, for the six categories as well as the administration fee. The Previous Years row include the total IDIF collected since the inception of the program.

The City has also collected impact fees that are separate from the IDIF. These fees are restricted and designated for specific public improvement projects as established by their individual project agreements, adopted City resolutions, and/or conditions of approval. Fees under this category are included in this Annual and Five-Year Report under the Other Fees (Restricted) category separate from the six fee categories of the IDIF Program.

Based on preliminary unaudited activities, as of June 30, 2025, the total balance of the “Restricted” category is $961,619.74 collected from a prior affordable housing and designated specifically for Shuttle Service, Public Art, and Traffic.

Expenditure
During Fiscal Year 2024-2025, $4,815,436.92 were spent for the following projects:

Public Notice
City staff has prepared the attached Annual and Five-Year Report and made it available to the public in advance of this meeting as required by State law and recommends that the City Council receive and file the attached report.

V. FISCAL IMPACT
None. There are no fiscal impacts associated with the receiving and filing of this Annual and Five-Year Report.

VI. EXHIBITS

1.  Interim Development Impact Fee Annual and Five-Year Report for FY 24-25

Attachments
Draft IDIF Program FY 2024-2025 Annual and Five-Year Reportv3.pdf

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year
2024-2025

Overview

The City of Carson adopted the city-wide Interim Development Impact Fee (IDIF) Program under Ordinance No. 19-1931 on April 16, 2019, which is incorporated into the Carson Municipal Code under Article XI. The adopted impact fees are incorporated into the City’s 2019 Uniform Comprehensive Schedule Fees under Resolution No. 19-068.

Impact fees are one -time charges on new development to either fully or partially recover the costs of providing the public infrastructure. These fees are typically calculated and collected at the time of permit issuance. Additionally, impact fees are subject to the requirements of the Mitigation Fee Act set forth under Government Code section 66000 et seq.

Annual and 5-Year Reporting Requirements

The Interim Development Impact Fee Program Annual and Five -Year Report for Fiscal Year 2024-2025 (Annual and Five-Year Report) contains information on the City of Carson’s interim development impact fees for Fiscal Year 2024-2025 based on preliminary unaudited activities .

This information is presented to comply with the rep orting requirements contained under the Carson Municipal Code and Government Code section 66000 et seq. The Annual Report is not a budget document. It is not intended to represent a full picture of currently planned projects as it only reports project information, revenues, and expenditures for Fiscal Year 2024-2025. More information is available through the nexus study and will be made available through other documents such as budgets.

Government Code Section 66006 requires local agencies to submit annual and five -year reports detailing the status o f development impact fees. The Annual R eport must be made available to the public within 180 days after the last day of the fiscal year and must be presented to the public agency (City Council) at least 15 days after it is made available to the public.

This Annual R eport summarizes the following annual reporting information for each of the fee component of the IDIF Program:

1. A brief description of the fee program.

2. Schedule of fees.

3. Beginning and ending balances of the fee program.

4. Amount of fees collected, interest earned, and transfers/loans.

5. An identification of each public improvement on which fees were expended and the amount of the expenditures on each improvement, including the total percentage of the cost of the public improvement that was funded with fees.

6. A description of each interfund transfer or loan, the date the loan will be repaid, the rate of interest, and a description of the public improvement on which the transferred or loaned fees will be expended.

7. The estimated date when projects will begin if sufficient revenues are available to construct the project.

8. The amount of refunds made to property owners.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

Five-Year Report Section

This Five -year report section has been prepared pursuant to the requirements of Government Code Section 66001.

Every five years, the local agency shall make all of the following findings with respect to that portion of the account or fund remaining unexpended, whether committed or uncommitted:

(A) Identify the purpose to which the fee is to be put.

Development Impact Fees are collected by category for the following purpose:

i. General Government Facilities (4944) – To finance the expansion, design, and construction of governmental facilities such as City Hall and Corporate Yard improvements.

ii. Transportation Infrastructure and Facilities (4945) – To finance the expansions, design, and construction of transportation infrastructure and facilities such as roads, bridges, public transit, bikeways, and pedestrian walkways.

iii. Utilities and Sustainability (4946) – To finance the expansion, design, and construction of utilities and sustainable facilities such as green streets and renewable energy projects.

iv. Beautification (4943) – To finance the expansion, design, and construction of citywide beautification infrastructure and facilities including signage and street furniture that assist in reducing congestion and associated pollution.

v. Parks and Related Facilities (4942) – To finance the land acquisition and infrastructure costs to meet the demand for park space attributable to new development.

vi. Traffic Facilities (4941) – To finance traffic improvements necessary to accommodate the increase in traffic generated by new development.

In addition to the six IDIF Program fees, an Administration Fee (4940) is collected to offset the cost of managing the IDIF Program . The administration fees are included in the City’s adopted IDIF rates and pay for studies on City’s Infrastructure needs as it relates to development . This includes the upcoming nexus study for the City’s permanent Development Impact Fee program.

(B) Demonstrate a reasonable relationship between the fee and the purpose for which it is charged.

The following identifies the purpose to which the fee is to be put:

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

Fees will be used for the sole propose established in the above Section A. A nexus study has been prepared to demonstrate the reasonable relationship between the fee and the purpose for which it is charged. The nexus study , dated March 19, 2019, prepared by KAMG , can be accessed at the City’s IDIF webpage:

https://ci.carson.ca.us/communitydevelopment/IDIFProgram.aspx

C) Identify all sources and amounts of funding anticipated to complete financing in incomplete improvements identified in paragraph (2) of subdivision (a).

Item No. 6 on pages 8 through 23 of this report identifies all sources and amounts of funding anticipated to complete financing in incomplete improvements. Additionally, the City’s adopted budget for Fiscal Year 202 5-2026 and Five -year capital improvement plan contains additional information as to funding sources and projects . Copies of this re port can be obtain at Carson City Hall.

(D) Designate the approximate dates on which the funding referred to in subparagraph (C) is expected to be deposited into the appropriate account or fund.

The approximate dates by project can also be found on Item No. 6 from pages 7 through 22 of this report. Additionally, as provided in the link above, the City’s adopted budget for Fiscal Year 2024-2025 and Five -year capital improvement plan (including any amendments thereto) contains additional information on approximate dates and funding to complete the applicable project.

IDIF Program IDIF Annual Report for Fiscal Year 2024-2025

The City’s IDIF Program (Fund 289) contains six separate and distinct fees. These fees are collected from new development projects and are restricted to funding costs for the following six capital improvement components: (1) Traffic, (2) Parks, (3) Beautification, (4) General Government Facilities, (5) Transportation Infrastructure, and (6) Utilities and Sustainability. The following is a description of each fee category:

i. General Government Facilities (4944) – To finance the expansion, design, and construction of governmental facilities such as City Hall and Corporate Yard improvements.

ii. Transportation Infrastructure and Facilities (4945) – To finance the expansions, design, and construction of transportation infrastructure and facilities such as roads, bridges, public transit, bikeways, and pedestrian walkways.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

iii. Utilities and Sustainability (4946) – To finance the expansion, design, and construction of utilities and sustainable facilities such as green streets and renewable energy projects.

iv. Beautification (4943) – To finance the expansion, design, and construction of citywide beautification infrastructure and facilities including signage and street furniture that assist in reducing congestion and associated pollution.

v. Parks and Related Facilities (4942) – To finance the land acquisition and infrastructure costs to meet the demand for park space attributable to new development.

vi. Traffic Facilities (4941) – To finance traffic improvements necessary to accommodate the increase in traffic generated by new development.

In addition to the six IDIF Program fees, an Administration Fee (4940) is collected to offset the cost of managing the IDIF Program . The administration fees are included in the City’s adopted IDIF rates and pay for staff time and legal fees for tasks such as record keeping, financial reporting, public information handouts, fee calculations and legal consultation.

Short Term Interim Development Impact Fee

Short Term IDIF . Prior to adoption of the IDIF program, the City charged development projects a “Short-Term Interim Developm ent Impact Fee” (Short Term IDIF) at $2.00 square foot for industrial, $807.56 per truck parking space for truck yards, $10,000 per residential units and/or some other agreed upon rate . As presented in this Annual Report, the Short-Term IDIF re ceived are converted in proportion to the appropriate fee type category based on the current IDIF Program. These projects include Mobile Mini at 22632 S. Alameda Street (Initial amount of $50,000), Alpert & Alpert at 21900 S.

Wilmington Ave ($823,680) , CalPak at 17706 Main Street ($205,862) and Alere at 200 E. Alondra Blvd ($293,872).

Exception to Short Term IDIF. Unlike the aforementioned impact fees, the Short Term IDIF amount collected from the Harbor Land Company project ($75,000.00) was not converted in proportion to the fee type category based on the current IDIF Program. The impact fee was collected for traffic impact mitigation under Resolution No. 17 -125 in Fiscal Year 2017 -2018. Since fees were designated specifically for traffic impact mitigation, the amounts received were entirely allocated under the traffic impact fee category and have not been converted to any other IDIF Program fee category.

Other Fees (Restricted)

Impact fees that have specified use outside of the six IDIF Program fee categories are not converted in proportion to the fee type category under the IDIF Program. Instead, these fees are accounted for separately in accordance with each individual project’s agreement.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

Included in this section of the Annual R eport are other fees collected by the City with a specified designated and restricted use . In general, any fees that are required by the City to provide for an improvement construction to serve a development project , and that is imposed by the City as a condition of approving the development project are subject to reporting under Government Code Section 66006. These fees are included in the report.

1. MBK Homes Apartment / Evolve Southbay (11 -Acre) Residential Project - Pursuant to Settlement Agreement (dated October 2016) by and between Cardinal Cavalry LLC, Carson Holdings, LLC, Carson Reclamation Authority, City of Carson, Carson Successor Agency and Carson Public Financing Authority, this 11-acre project is subject to fees and project public improvements summarized in the Settlement Agreement. The bases for these fees and public improvements are established on previous Development Agreement, Specific Plan, and/or Mitigation Measures . A subsequent Partial Assig nment Agreement between Carson H oldings LLC and MBK Rental Living LLC in the summer of 2017 further clarifies the use of each fee summarized as follows:

• Library – A fee amounting to $858,951 in Fiscal Year 2019 -2020 was collected for improvements to library facilities in Carson. On July 19, 2022, the City of Carson approved the Memorandum of Understanding with the County of Los Angeles for the use of city - collected funds for improvement of library facilities in Carson. The County of Los Angeles approved the same Memorandum of Understanding in on June 6, 2023. Payment was made by the City of Carson to the County of Los Angeles in June 2023.

• Shuttle Service (Carson North-South Shuttle and Shuttle Service to Major Activity Centers) – In accordance with project mitigation measures , a fee amounting to $ 9,251.14 was collected in Fiscal Year 2018-2019 to pay for a fair share contribution for a low emission shuttle service between the project site and other major activity centers within the project vicinity (i.e., the MetroRail Blue Line station at Del Amo Boulevard and Santa Fe and the Carson Transfer Station at the South Bay Pavilion).

• Public Art – A fee amounting to $202,368.60 in Fiscal Year 2018-2019 was collected pay for public art within the Specific Plan project area.

• Traffic - A fee amounting to $750,000.00 was collected in Fiscal Year 2018-2019 for traffic mitigation impacts in connection with the project.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF Program (Fund 289) – Revenue Summary Table

Based on preliminary unaudited activities, as of June 30, 2025, the fees collected for each of the six fees and administration for the IDIF Program are as follows:

Previous Years 672,279.67$ 1,478,957.16$ 2,326,959.27$ 36,525.77$ 262,095.76$ 618,434.29$ 337,053.16$ 5,732,305.08$ FY 22-23 545,126.03$ 719,197.37$ 2,867,656.05$ 27,322.93$ 196,135.05$ 883,623.65$ 251,834.78$ 5,490,895.86$ FY 23-24 285,407.59$ 500,559.83$ 1,184,145.37$ 18,188.82$ 130,513.61$ 1,126,822.51$ 167,816.15$ 3,413,453.88$ FY 24-25 34,716.54$ $122,331.22 $100,264.21 $1,501.73 $10,782.86 $190,707.01 $13,865.44 474,169.01$ TOTAL 1,537,529.83$ 2,821,045.58$ 6,479,024.90$ 83,539.25$ 599,527.28$ 2,819,587.46$ 770,569.53$ 15,110,823.83$ Gov. Facilities Transportation Utilities &
Sustainability
Total Collected
(All 7 Funds)Fiscal Year Administration Traffic Parks Beautification

*In FY 22-23, the City initiated an extensive reconciliation process for IDIF Fund 289 to correct previous fiscal years allocations. The result of the reconciliation is shown in the above table.

Other Fees (Restricted) – Revenue Summary Table (Fund 289 and a portion of Fund 771)

Based on preliminary unaudited activities, as of June 30, 2025, the total revenue collected of all other fees collected for specific project uses are as follows:

Fiscal Year Other Fees
(Restricted)

Notes
FY 2018‐2019 $ 961,619.74
961,619.74
Collected from MBK Homes project for Shuttle Service, Public Art, and Traffic.

FY 2019‐2020 $ 858,951.00** Collected from MBK Homes for library infrastructure. Fees collected on behalf of LA County Library for use towards improvements to the library facilities in Carson.

FY 2021-2022 $ ‐
FY 2022-2023 $ ‐
FY 2023-2024 $ ‐
FY 2024-2025 $ ‐
TOTAL $ 1,820,570.74

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

Expenditure Summary

**$858,951 payment was made to the County of Los Angeles Library District during Fiscal Year 2022-2023 for improvements to Carson’s Martin Luther King Library. However, because these funds were designated to be used by an external governmental entity, the funds were originally designated in a separate Trust Deposit Fund 771. Accordingly, payment to LA county was made out of 771-99-999-999-2950.

During Fiscal Year 2024-2025, $4,815,436.92 were spent for the following projects:

CIP CIP Project Name Amount Account No. DIF Category PW1786 City Hall Bathroom & Kitchenette $193,933.07 289-80-820-904-8008 DIF Governmental Facilities) PW1610 Foisia Park Design & Construction $842,547.18 289-80-820-904-8008 Parks PW1368 Carriage Crest Park Expansion and Improvement $1,057,744.00 289-80-820-904-8008 Parks PW1636 Mills Park Renovations $4,810.09 289-80-820-904-8008 Parks PW1787 Not applicable, project to be reclassed to General Fund $122,846.00 289-80-820-904-8008 To be reclassed to General Fund PW1726 New Community Center Courtyard $989,558.13 289-80-820-904-8008 Parks PW1718 Anderson Park Concrete (new curb, steps, and added walkways) $206,657.75 289-80-820-904-8009 Parks PW 1614 Traffic Signal Installation (Stamps at Del Amo) $96,948.92 289-80-820-904-8023 Traffic PW1730 EV Chargers at City Civic Parking Lots $41,564.25 289-80-820-904-8008 DIF Utilities & Sustainability) PW1636 Mills Park Shade Cover $815,555.75 289-80-820-274-8008 Parks Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF PROGRAM ANNUAL REPORT - IDIF PROGRAM ADMINISTRATION (4940) # Item Description (C.M.C. §11601) IDIF Program Information

1 A brief description of the type of fee in
each account or fund.

A fee for the administration of the Interim Development Impact Fee Program including contract and project management, annual reporting, public information, and related ongoing program administration expenses.

2 The amount of the fee.

Residential MFR Studio / 1 Bedroom (per unit) $ 1,752.07 Residential MFR All Other (per unit) $ 2,190.08
Commercial (per 1,000 sq. ft.) $ 683.93
Office (per 1,000 sq. ft.) $ 474.44
Dormitory (per bed) $ 152.49
Hotel (per room) $ 251.16
Truck Yard (per truck space) $ 108.69
Recreational (per 1,000 sq. ft.) $ 683.44
Industrial / Business Park (per 1,000 sq. ft.) $ 381.60 3 The beginning and ending balance of the
account or fund.

Beginning Balance (07/01/24) $ 1,502,813.29
Ending Balance (06/30/25) $1,767,783.96

4 The amount of the fees collected, and the
interest earned.

Amount of Fees Collected (FY 24-25) $ 34,716.54
Interest Earned $ 192,718.96
Other - Unrealized Gain on Investment $ 37,535.17
Total Revenues (FY 24-25) $264,970.67

5 An identification of each Public Facility* on
which fees were expended and the
amount of each expenditure, including the
total percentage of the cost of the Public
Facility that was funded with fees.

No expenditures for Fiscal Year 24-25.

6 An identification of an approximate date
by which the construction of the Public
Facility will commence if the City
determines that sufficient funds have
been collected to complete financing on
an incomplete Public Facility and the
Public Facility remains incomplete.

Program Administration is ongoing.

The FY 2025-2026 adopted budget capital improvement projects list includes the funding or partial funding of the following:

City Utilities Master Plan (PW 1698): $325,000 is budgeted for FY 26-27 for a study to determine capacity for future development.

7 A description of any interfund transfer or
loan, and the Public Facility on which the
transferred funds will be expended, and,
in the case of an interfund loan, the date
on which the loan will be repaid, and the
rate of interest that the account or fund
will receive on the loan.

No interfund transfers or loans were made during the fiscal year utilizing these funds.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

8 The amount of any refunds made and any
allocations of unexpended fees that are
not refunded.

No refunds were made during the fiscal year.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF PROGRAM ANNUAL REPORT - TRAFFIC FEE (4941)
# Item Description (C.M.C. §11601) IDIF Program Information

1 A brief description of the type of fee in each
account or fund.

A fee for traffic facilities and related facilities is established to finance traffic improvements necessary to accommodate the increase in traffic generated by new development.

2 The amount of the fee.

Residential MFR Studio / 1 Bedroom (per
unit)
$ 550.20
Residential MFR All Other (per unit) $ 388.59
Commercial (per 1,000 sq. ft.) $ 3,348.18
Office (per 1,000 sq. ft.) $ 1602.51
Dormitory (per bed) $ 264.20
Hotel (per room) $ 1,086.49
Truck Yard (per truck space) $ 347.42
Recreational (per 1,000 sq. ft.) $ 5,583.75
Industrial / Business Park (per 1,000 sq. ft.) $ 945.93 3 The beginning and ending balance of the
account or
fund.

Beginning Balance (07/01/24) $ 2,698,714.36
Ending Balance (06/30/25) $ 2,954,350.79

4 The amount of the fees collected, and the
interest earned.

Amount of Fees Collected (FY 24-25) $ 122,331.22
Interest Earned $ 192,718.96
Other - Unrealized Gain on Investment $ 37,535.17
Total Revenues (FY 24-25) $ 352,585.35

5 An identification of each Public Facility on
which fees were expended and the amount
of each expenditure, including the total
percentage of the cost of the Public Facility
that was funded with fees.

In FY 24-25, the City spent $96,948.92 for the Traffic Signal Installation at Stamps and Del Amo.

6 An identification of an approximate date by
which the construction of the Public Facility
will commence if the City determines that
sufficient funds have been collected to
complete financing on an incomplete Public
Facility and the Public Facility remains
incomplete.

The FY 2025-2026 adopted budget capital improvement projects list includes the funding or partial funding of the following:

Traffic Signal Intersection Upgrades ‐ Avalon Blvd at Victoria, Main St at Sepulveda, Main St at 223rd St, and Figueroa St at Torrance Blvd (PW 1649). Total Project budget is $3,529,123.

Upgrade existing traffic signal at Avalon Blvd at Gardena Blvd (PW1667): DIF Traffic $150,000 (FY 25-26 commencement), total costs $500,000.

Rapid Bus Priority System (PW1536): DIF Traffic $189,791in FY 25-26. Total project budget is $524,318.

Traffic Signal Installation at Broadway and Griffith (PW 1612):

Total project budget is $600,000, with $200,000 in DIF funds to be spent in FY 25-26 and $300,000 in FY 26-27.

University Drive Rehabilitation - Avalon Blvd to Wilmington Ave (PW 1753): DIF Traffic $1,816,000 in FY 24 -25. Total project Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

budget is $4,375,000.

7 A description of any interfund transfer or
loan, and the Public Facility on which the
transferred funds will be expended, and, in
the case of an interfund loan, the date on
which the loan will be repaid, and the rate of
interest that the account or fund will receive
on the loan.

No interfund transfers or loans were made during the fiscal year utilizing these funds.

8 The amount of any refunds made and any
allocations of unexpended fees that are not
refunded.

No refunds were made during the fiscal year.

Comments:
# 2 The entire traffic impact fee for Harbor Land Company of $75,000 is included in this category. Fee amount set for by Resolution No. 17‐125.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF PROGRAM ANNUAL REPORT - PARKS & RELATED FACILITIES FEE (4942) # Item Description (C.M.C. §11601) IDIF Program Information

1 A brief description of the type of fee in
each account or fund.

A fee for parks and related facilities is established to finance the land acquisition and infrastructure costs to meet the demand for park space attributable to new development.

2 The amount of the fee.

Residential MFR Studio / 1 Bedroom (per unit) $ 12,493.57 Residential MFR All Other (per unit) $ 15,882.98
Commercial (per 1,000 sq. ft.) $ 1,176.80
Office (per 1,000 sq. ft.) $ 1,176.80
Dormitory (per bed) $ 895.01
Hotel (per room) $ 895.01
Truck Yard (per truck space) $ 446.78
Recreational (per 1,000 sq. ft.) $ -
Industrial / Business Park (per 1,000 sq. ft.) $ 1,118.40 3 The beginning and ending balance of the
account or fund.

Beginning Balance (07/01/24) $ 4,988,492.67
Ending Balance (06/30/25) $ 1,402,138.11

4 The amount of the fees collected, and
the interest earned.

Amount of Fees Collected (FY 24-25) $ $100,264.21
Interest Earned $ 192,718.96
Other - Unrealized Gain on Investment $ 37,535.17
Total Revenues (FY 24-25) $ 330,518.34

5 An identification of each Public Facility
on which fees were expended and the
amount of each expenditure, including
the total percentage of the cost of the
Public Facility that was funded with fees.

The following expenditures were made during the Fiscal Year 24-25.

Anderson Park Concrete Repair (PW 1718): $206,657.75 (11.1% of total project budget)
Foisia Park Design & Construction (PW 1610): $842,547.18 (6.6% of total project budget)
Mills Park Renovation (PW1636): $4,810.09 (less than 1% of total project budget)
Carriage Crest Park Expansion and Improvement Project (PW1368):
$1,057,744 (4.5% of total project budget).

Community Center Courtyard (West) & Community Center East Parking Lot (PW1726): $989,558.13 (9.9% of total budget).

Mills Park Renovations (PW 1636): $815,555.75 (23.4% of total budget).

The FY 2025-2026 adopted budget capital improvement projects list includes the funding or partial DIF funding of the following:

Carriage Crest Park Expansion and Improvement Project (PW1368):

Total project estimate is $23,468,092 ($22,058,539 in FY 25-26) with multiple funding sources.

Foisia Park Design & Construction (PW 1610): Total project estimate is $12,757,062 ($10,883,933 in FY 25-26) with multiple funding sources.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

Mills Park Renovations (PW 1636): Total project estimate is $3,483,335 with multiple funding sources.

Calas Park (PW 1648) Athletic Field and walking path replacement Lighting -LED: Total project budget is $3,388,069.

Anderson Park Concrete Repair (PW 1718): DIF Parks $550,000 in FY 24-25. Total project budget is $1,857,000.

Community Center Courtyard (West) & Community Center East Parking Lot (PW1726): Total project estimate is $10,000,000 ($7,662,020 in FY 25-26) with multiple funding sources.

Calas Park & Foia Park Roof Repair (PW 1416) Total project budget is $666,078, with $500,000 allocated in FY 25-26.

7 A description of any interfund transfer
or loan, and the Public Facility on which
the transferred funds will be expended,
and, in the case of an interfund loan,
the date on which the loan will be
repaid, and the rate of interest that the
account or fund will receive on the loan.

No interfund transfers or loans were made during the fiscal year utilizing these funds.

8 The amount of any refunds made and
any allocations of unexpended fees that
are not refunded.

No refunds were made during the fiscal year.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF PROGRAM ANNUAL REPORT - BEAUTIFICATION FEE (4943)
# Item Description (C.M.C. §11601) IDIF Program Information

1 A brief description of the type of fee in each
account or fund.

A fee for beautification is established to finance the
expansion, design, and construction of citywide
beautification infrastructure and facilities including
signage and street furniture that assist in reducing
congestion and associated pollution.

2 The amount of the fee.

Residential MFR Studio / 1 Bedroom
(per unit)
$ 48.63
Residential MFR All Other (per unit) $ 61.82
Commercial (per 1,000 sq. ft.) $ 36.68
Office (per 1,000 sq. ft.) $ 36.68
Dormitory (per bed) $ 3.47
Hotel (per room) $ 3.47
Truck Yard (per truck space) $ 3.47
Recreational (per 1,000 sq. ft.) $ 3.47
Industrial / Business Park (per 1,000
sq. ft.)
$ 34.85
3 The beginning and ending balance of the account
or fund.

Beginning Balance (07/01/24) $ 82,037.52
Ending Balance (06/30/25) $ 313,793.38

4 The amount of the fees collected, and the
interest earned.

Amount of Fees Collected (FY 24-25) $ 1,501.73
Interest Earned $ 192,718.96
Other - Unrealized Gain on Investment $ 37,535.17
Total Revenues (FY 24-25) $ 231,755.86

5 An identification of each Public Facility* on
which fees were expended and the amount of
each expenditure, including the total
percentage of the cost of the Public Facility that
was funded with fees.

No expenditures for Fiscal Year 24-25.

6 An identification of an approximate date by
which the construction of the Public Facility will
commence if the City determines that sufficient
funds have been collected to complete
financing on an incomplete Public Facility and
the Public Facility remains incomplete.

The FY 2025-2026 adopted budget capital improvement
projects list includes the funding or partial DIF funding of the following:

Wayfinding Signs (PW 1823): $700k total project budget
with partial funding from both DIF beautification and
transportation; $200k in FY 25/26 and $500k in FY 26/27.

7 A description of any interfund transfer or loan,
and the Public Facility on which the transferred
funds will be expended, and, in the case of an
interfund loan, the date on which the loan will
be repaid, and the rate of interest that the
account or fund will receive on the

No interfund transfers or loans were made during the
fiscal year utilizing these funds.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

loan.

8 The amount of any refunds made and any
allocations of unexpended fees that are not
refunded.

No refunds were made during the fiscal year.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF PROGRAM ANNUAL REPORT - GENERAL GOVERNMENT FACILITIES FEE (4944) # Item Description (C.M.C. §11601) IDIF Program Information

1 A brief description of the type of fee in each
account or fund.

A fee for general government facilities is established to finance the expansion, design, and construction of
governmental facilities such as City Hall and Corporate Yard improvements.

2 The amount of the fee.

Residential MFR Studio / 1 Bedroom (per
unit)
$ 348.86
Residential MFR All Other (per unit) $ 443.50
Commercial (per 1,000 sq. ft.) $ 263.17
Office (per 1,000 sq. ft.) $ 263.17
Dormitory (per bed) $ 25.00
Hotel (per room) $ 25.00
Truck Yard (per truck space) $ 25.00
Recreational (per 1,000 sq. ft.) $ 25.00
Industrial / Business Park (per 1,000 sq.
ft.)
$ 250.02
3 The beginning and ending balance of the account
or fund.

Beginning Balance (07/01/24) $ 588,744.42
Ending Balance (06/30/25) $ 635,848.34

4 The amount of the fees collected, and the
interest earned.

Amount of Fees Collected (FY 24-25) $ 10,782.86
Interest Earned $ 192,718.96
Other - Unrealized Gain on Investment $ 37,535.17
Total Revenues (FY 24-25) $ 241,036.99

5 An identification of each Public Facility on which
fees were expended and the amount of each
expenditure, including the total percentage of
the cost of the Public Facility that was funded
with fees.

$193,933.07 was spent on City Hall Bathroom & Kitchenette project.

6 An identification of an approximate date by
which the construction of the Public Facility will
commence if the City determines that sufficient
funds have been collected to complete
financing on an incomplete Public Facility and
the Public Facility remains incomplete.

The FY 2025-2026 adopted budget capital improvement
projects list includes the funding or partial funding of the following:

CH Lobby Carpet Replacement (PW1786): DIF Gov. Facilities funds a portion of $1,697,000 total project budget with $1,291,661 projected in FY 25-26.

Corporate Yard Energy Efficient & Other Improvements (PW 1748) – $9,000,000 is budgeted for Fiscal Year 26-27 with DIF as a possible funding source.

CH Lobby Carpet Replacement (PW1787): DIF Gov. Facilities $150,000 was budgeted for FY 24-25, however will not be utilized as its use is ineligible.

7 A description of any interfund transfer or loan,
and the Public Facility on which the transferred
funds will be expended, and, in the case of an
interfund loan, the date on which the loan will
be repaid, and the rate of interest that the

No interfund transfers or loans were made during the fiscal year utilizing these funds.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

account or fund will receive on the loan.

8 The amount of any refunds made and any
allocations of unexpended fees that are not
refunded.

No refunds were made during the fiscal year.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF PROGRAM ANNUAL REPORT ‐ TRANSPORTATION INFRASTRUCTURE FEE (4945) # Item Description (C.M.C. §11601) IDIF Program Information

1 A brief description of the type of fee in each
account or fund.

A fee for transportation infrastructure and facilities is established to finance the expansions, design, and construction of transportation infrastructure and facilities such as roads, bridges, public transit, bikeways, and pedestrian walkways.

2 The amount of the fee.

Residential MFR Studio / 1 Bedroom (per unit) $ 710.72
Residential MFR All Other (per unit) $ 903.53
Commercial (per 1,000 sq. ft.) $ 536.16
Office (per 1,000 sq. ft.) $ 536.16
Dormitory (per bed) $ 50.93
Hotel (per room) $ 50.93
Truck Yard (per truck space) $ 50.93
Recreational (per 1,000 sq. ft.) $ 50.93
Industrial / Business Park (per 1,000 sq. ft.) $ 509.35 3 The beginning and ending balance of the account or
fund.*
Beginning Balance (07/01/24) $ 2,628,880.45
Ending Balance (06/30/25) $ 3,049,841.59

4 The amount of the fees collected, and the interest
earned.

Amount of Fees Collected (FY 24‐25) $ 190,707.01
Interest Earned $ 192,718.96
Other - Unrealized Gain on Investment $ 37,535.17
Total Revenues (FY 24‐25) $ 420,961.14

5 An identification of each Public Facility on which
fees were expended and the amount of each
expenditure, including the total percentage of the
cost of the Public Facility that was funded with fees.

No expenditures for Fiscal Year 24‐25.

6 An identification of an approximate date by which
the construction of the Public Facility will
commence if the City determines that sufficient
funds have been collected to complete financing on
an incomplete Public Facility and the Public Facility
remains incomplete.

The FY 2025‐2026 adopted budget capital improvement projects list includes the funding or partial funding of the following:
• Traffic Signal at Central and University (PW 1784): $800,000 DIF Transportation in FY 25-26.
• MBK Shuttle Service may partially fund a Rapid Bus Priority System under PW 1536 beginning Fiscal Year 25-26, with a project total cost of $524,318.
• Wayfinding Signs (PW 1823): $700k total project budget with partial funding from both DIF beautification and
transportation; $200k in FY 25/26 and $500k in FY 26/27 • Monuments: $2M total project budget with partial DIF
funding; $400k in FY 25/26 and $1,600,000 in FY 26/27
Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

7 A description of any interfund transfer or loan, and
the Public Facility on which the transferred funds
will be expended, and, in the case of an interfund
loan, the date on which the loan will be repaid, and
the rate of interest that the account or fund will
receive on the loan.

No interfund transfers or loans were made during the fiscal year utilizing these funds.

8 The amount of any refunds made and any allocations
of unexpended fees that are not refunded.

No refunds were made during the fiscal year.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF PROGRAM ANNUAL REPORT - UTILITIES & SUSTAINABILITY FEE (4946) # Item Description (C.M.C. §11601) IDIF Program Information

1 A brief description of the type of fee in each
account or fund.

A fee for utilities and sustainability is established to finance the expansion, design, and construction of utilities and sustainable facilities such as green streets and renewable energy projects.

2 The amount of the fee.

Residential MFR Studio / 1 Bedroom (per unit) $ 448.57
Residential MFR All Other (per unit) $ 570.25
Commercial (per 1,000 sq. ft.) $ 338.40
Office (per 1,000 sq. ft.) $ 338.40
Dormitory (per bed) $ 32.14
Hotel (per room) $ 32.14
Truck Yard (per truck space) $ 32.14
Recreational (per 1,000 sq. ft.) $ 32.14
Industrial / Business Park (per 1,000 sq. ft.) $ 321.47 3 The beginning and ending balance of the
account or
fund.

Beginning Balance (07/01/24) $ 756,704.09
Ending Balance (06/30/25) $ 1,000,823.66

4 The amount of the fees collected, and the
interest earned.

Amount of Fees Collected (FY 24-25) $ 13,865.44
Interest Earned $ 192,718.96
Other - Unrealized Gain on Investment $ 37,535.17
Total Revenues (FY 24-25) $ 244,119.57

5 An identification of each Public Facility on
which fees were expended and the amount
of each expenditure, including the total
percentage of the cost of the Public Facility
that was funded with fees.

No expenditures for Fiscal Year 24-25.

6 An identification of an approximate date by
which the construction of the Public
Facility will commence if the City
determines that sufficient funds have been
collected to complete financing on an
incomplete Public Facility and the Public
Facility remains incomplete.

The FY 2025-2026 adopted budget capital improvement projects list includes the funding or partial funding of the following:

Electrical Vehicle Charging Infrastructure (PW1693) – DIF partial funding; total project cost is $1.5M with estimated completion date in FY 26-27.

EV Chargers at Community Center West Wing (PW 1730) – DIF Utilities $44,000 in FY 25-26. Total project cost is $288,341.

Corporate Yard Energy Efficient & Other Improvements (PW 1748) – $9,000,000 is budgeted for Fiscal Year 26-27 with DIF as a possible funding source.

EV Bus Chargers (PW 1749) – A portion DIF Utilities as part of the project total cost of $250,000.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

7 A description of any interfund transfer or
loan, and the Public Facility on which the
transferred funds will be expended, and, in
the case of an interfund loan, the date on
which the loan will be repaid, and the rate
of interest that the account or fund will
receive on the
loan.

No interfund transfers or loans were made during the fiscal year utilizing these funds.

8 The amount of any refunds made and any
allocations of unexpended fees that are
not refunded.

No refunds were made during the fiscal year.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

IDIF PROGRAM ANNUAL REPORT - OTHER FEES (RESTRICTED USE) # Item Description (Government Code §
66006)
Other Fees (Restricted Use) Information

1 A brief description of the type of fee in each
account or fund.

MBK Homes. Fees collected are for project public
improvements summarized in the October 2016 Settlement
Agreement. Refer to page 5 of this report for additional information.

2 The amount of the fee.

Individual Agreements Flat Fee
MBK Homes (Shuttle Service) $ 9,251.14
MBK Homes (Public Art) $ 202,368.60
MBK Homes (Traffic) $ 750,000.00
MBK Homes (Library) $ 858,951.00
3 The beginning and ending balance of the
account or fund.

Beginning Balance (07/01/24) $ 961,619.74
Ending Balance (06/30/25) $ 961,619.74

4 The amount of the fees collected, and the
interest earned.

Amount of Fees Collected (FY 24-25) $ -
Interest Earned $ -
Other (Unrealized Loss on Investment) $ -
Total Revenues (FY 24-25) $ 0

5 An identification of each public
improvement on which fees were
expended and the amount of each
expenditure, including the total percentage
of the cost of the public improvement that
was funded with fees.
$858,951.00 was spent on MBK Homes MLK Library
Improvement via an executed Memorandum of
Understanding with the County of Los Angeles Library in prior Fiscal Year 22 -23. No other restricted use impact fees were utilized in Fiscal Year 24-25.

6 An identification of an approximate date by
which the construction of the public
improvement will commence if the City
determines that sufficient funds have been
collected to complete financing on an
incomplete public improvement and the
public improvement remains incomplete.

The FY 2025-2026 adopted budget capital improvement
projects list includes the funding or partial funding of the following:

Traffic Signal Intersection Upgrades ‐ Avalon Blvd at Victoria, Main St at Sepulveda, Main St at 223rd St, and Figueroa St at Torrance Blvd (PW 1649) : MBK Traffic $877,650 in FY 24 -25.

Total Project budget is $2,400,000.

MBK Shuttle Service may partially fund a Rapid Bus Priority System under PW 1536 beginning Fiscal Year 25-26, with a project total cost of $524,318.

MBK Library funds have been sent to LA County for
improvements to MLK Library in Carson. Additional funds were secured by LA County to renovate the restrooms for ADA compliance, install a security and monitoring system with cameras, alarm and PA system, as well as building access control at every entry point.

Interim Development Impact Fee Program
Annual and Five-Year Report for Fiscal Year 2024-2025

7 A description of any interfund transfer or
loan, and the Public Facility on which the
transferred funds will be expended, and, in
the case of an interfund loan, the date on
which the loan will be repaid, and the rate
of interest that the account or fund will
receive on the loan.

No interfund transfers or loans were made during the fiscal year utilizing these funds.

8 The amount of any refunds made and any
allocations of unexpended fees that are not
refunded.

No refunds were made during the fiscal year.

Comments:

#2, #6 Harbor Land Company is included in Traffic Impact Fees category and is therefore not listed here. Fees listed above are designated for specified designated and restricted use pursuant to their individual agreements and/or conditions of approval.

CITY OF CARSON 701 East Carson Street
File #: Version:

Report to Honorable Mayor and City Council
Tuesday, January 6, 2026, 5:00 PM
CONSENT 23. To: Honorable Mayor and City Council From: Michael Whittiker, Community Services Director CS Parks & Recreation Subject: CONSIDER (1) ADOPTING RESOLUTION NO. 25-116 AMENDING THE FISCAL YEAR 2025/26BUDGET AND (2) APPROVING A PUBLIC WORKS CONTRACT WITH DAVE BANG ASSOCIATES, INC., TOPURCHASE AND INSTALL OUTDOOR FITNESS EQUIPMENT AT ANDERSON PARK, CALAS PARK, DOLPHINPARK, DOMINGUEZ PARK, AND HEMINGWAY PARK, UTILIZING FUNDS PROVIDED BY A LOS ANGELESCOUNTY PROPOSITION A MAINTENANCE & SERVICING ALLOCATIONS GRANT (CITY COUNCIL) I. SUMMARY
The City of Carson was awarded Proposition A Maintenance and Servicing Allocation funds, which are administered by the Los Angeles County Regional Park and Open Space District (RPOSD). Proposition A funds are voter-approved funds used to help cities maintain and service park improvements that were originally funded through RPOSD grant programs. Staff submitted an application to use a portion of these funds to support the purchase, removal, and installation of new outdoor fitness equipment, as well as replacement parts, at the following City parks: Anderson Park, Calas Park, Dolphin Park, Dominguez Park, and Hemingway Park. The application was reviewed and approved by RPOSD in the amount of $101,892.59 (see Exhibit No. 1).

To proceed with this work, the City Council must adopt Resolution No. 25-116, which formally allocates the grant funding and establishes the appropriate revenue account so the City can receive reimbursement from RPOSD (see Exhibit No. 3). In addition, staff is requesting City Council approval to award a Public Works Agreement to Dave Bang Associates, Inc. to complete the purchase and installation of the outdoor fitness equipment. The proposed agreement would be for a not-to-exceed amount of $101,892.59, which fully matches the approved grant funding (see Exhibit No. 2).

II. RECOMMENDATION
TAKE the following actions:

1. WAIVE further reading and ADOPT Resolution No. 25-116, entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON, CALIFORNIA, AMENDING THE FISCAL YEAR 2025-26 BUDGET IN THE GENERAL FUND AND SPECIAL REVENUE FUNDS”;

2. APPROVE the proposed Public Works Agreement between the City of Carson and Dave Bang Associates, Inc. to replace outdoor fitness equipment at Anderson Park, Calas Park, Dolphin Park, Dominguez Park, and Hemingway Park, for a total not-to-exceed amount of $101,892.59 (Exhibit No. 2; “Agreement”);

3. AUTHORIZE the Mayor to execute the Agreement, subject to approval as to form by the City Attorney; and,

4. AUTHORIZE the City Manager or designee to submit and execute all documents necessary to secure reimbursement from the Los Angeles County Regional Park and Open Space District (RPOSD) using Proposition A Maintenance and Servicing grant funds.

III. ALTERNATIVES
TAKE any other action as deemed appropriate by the City Council, consistent with applicable legal requirements.

IV. BACKGROUND
The Measure A Maintenance and Servicing (M&S) Program provides funding to help cities maintain and protect park improvements over the long term that were originally built using grant funds from the Los Angeles County Regional Park and Open Space District (RPOSD). These M&S funds are separate from construction grants and may only be used for ongoing upkeep, such as repairs or replacement of worn equipment. Importantly, M&S funds cannot replace existing City maintenance budgets; instead, they are intended to supplement and enhance current maintenance efforts. As of September 2, 2025, the City of Carson has $715,691.57 available in Measure A M&S funding (see Exhibit No. 4).

The City qualifies for this funding based on a 2016 RPOSD grant that originally installed outdoor fitness equipment at Anderson Park, Calas Park, Dolphin Park, Dominguez Park, Hemingway Park, and Mills Park. After nearly nine years of regular public use, this equipment has experienced normal wear and tear and now requires replacement.

Mills Park is not included in this effort because it is currently undergoing a broader park renovation, and replacement of the fitness equipment is already included in that project. Staff submitted an application to RPOSD to use Measure A M&S funds for this replacement project, and the application was approved. Resolution No. 25- 116 will formally authorize and allocate the awarded funds and establish the appropriate revenue account so the City can receive reimbursement. Staff has identified Dave Bang Associates, Inc. as the proposed contractor to perform the work for a not-to-exceed amount of $101,892.59.

The project consists of two components: installation/labor and replacement parts.

1. The installation and labor portion of the work is estimated at $36,307.50. This portion qualifies as a “public project” under the Carson Municipal Code but is below the $75,000 informal bidding threshold established by the Uniform Public Construction Cost Accounting Act (UPCCAA). As a result, formal bidding is not required.

2. The replacement parts portion of the project is estimated at $65,585.09. This portion does not qualify as a public construction project and is also below the City’s formal bidding threshold. City code requires obtaining multiple quotes “so far as practical.” In this case, obtaining competing quotes is not practical because the replacement parts must be fully compatible with the existing outdoor fitness equipment. Using non- compatible parts could result in equipment failure, void warranties, and create potential safety risks. Because informal procurement standards apply and compatibility requirements are documented, no bidding waiver or sole-source justification is required.

Although State law prohibits splitting projects to avoid bidding requirements, there is no improper project splitting in this case. Even if the labor and replacement parts were combined and treated as a single project, the total cost of $101,892.59 would still fall below the formal bidding threshold. Additionally, UPCCAA allows informal bidding to be directed only to qualified vendors when the product is proprietary or compatibility-specific, which applies here.

Consequently, staff concludes that the proposed procurement approach is consistent with City code and State law and recommends proceeding with the project as proposed.

V. FISCAL IMPACT
If the City Council approves staff’s recommendation, all costs associated with this project will be charged to the appropriate project expenditure account (No. 222-80-840-102-6027). Once expenses are incurred, the City will request reimbursement from the Los Angeles County Regional Park and Open Space District (RPOSD), and those reimbursements will be recorded in the corresponding revenue account (No. 222-99-999-102-4518). The maximum amount RPOSD will reimburse the City for this project is $101,892.59, which includes all eligible and authorized project-related expenses. No additional General Fund contribution is required, as the project is fully funded through approved RPOSD grant funds.

VI. EXHIBITS

1. Approval from LA County

2. Proposed Public Works Agreement - Dave Bang

3. Resolution No. 25-116 - Final

4. Measure A - Maintenance & Servicing Balances

Attachments
Approval from LA County
Final Public Works Agreement - Dave Bang.pdf
Resolution No. 25-116 - Final.pdf
Measure A - Maintenance & Servicing Balances
Outlook
WebGrants - Grant - MSPROPA-CAR-003 - Underway
[email protected] <[email protected]> Date Tue 11/12/2024 8:26 AM
To Tim Grierson <[email protected]>
Cc Christina Lutu <[email protected]>
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
**** Do Not Respond to This Email ****
The following Grant has changed to Underway status:

Number: MSPROPA-CAR-003
Name: LifeTrail Outdoor Fitness Equipment Installation and Equipment Parts to 6 City of Carson Parks - Dominguez, Mills, Calas, Hemingway, Anderson, and Dolphin Program Area: Measure A
Your Grant is now active in the system. At this time, if applicable, you may submit claims, complete status reports, and review activity on your Grant. If you have any questions, please contact your Grants Officer.

If this change requires your attention, you may log into the WebGrants system at the following location:
https://grantfunding.rposd.lacounty.gov

01007.0009 2024777.12 1

PUBLIC WORKS AGREEMENT

BETWEEN THE CITY OF CARSON AND

DAVE BANG ASSOCIATES INCORPORATED OF CALIFORNIA

THIS PUBLIC WORKS AGREEMENT (“ Agreement”) is made and entered into this ____ day of ________, 2025, by and between the City of Carson, a California charter city (“City”) and DAVE BANG ASSOCIATES INCORPORATED OF CALIFORNIA, a California corporation (“Contractor”). City and Contractor may be referred to, sometimes individually or collectively, as “Party” or “Parties.”

RECITALS
A. T he City desires to retain Contractor, on an independent contractor basis, to perform services for public works, as more particularly described below.

B. Contractor represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees.

C. Pursuant to the City of Carson Municipal Code and California state law, City has authority to enter into and execute this Agreement.

D. The Parties desire to formalize the selection of Contractor for performance of th e services and desire that the terms of that performance be as particularly defined and described herein.

NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows:

AGREEMENT
ARTICLE 1. CONTRACTOR SERVICES

1.1 Scope of Work.

The Contractor shall perform all of the work, furnish all labor, materials, equipment, tools, utility services, and transportation, and comply with all of the specifications and requirements in the Bid Documents for the project entitled “Estimate” No. CA268467 dated October 17, 2025 and “Estimate” No. CA268470 dated October 20, 2025, which shall be incorporated herein by this reference as though fully set forth herein, excluding the additional terms numbered 1 through 13 therein (“Project”). All such work shall be performed in a good and workmanlike manner, as reasonably determined by the City, and shall be performed in compliance with all local, state, and federal laws and regulations . As used herein, “ Bid Documents” refers to all of the documents included in the solicitation of bids for the Project, including but not limited to, “Estimate” No.

CA268467 dated October 17, 2025 and “Estimate” No. CA268470 dated October 20, 2025, all applicable permit requirements, any addenda, any applicable Project Labor Agreement, and any -2-
01007.0009 2024777.12
other documents included, referenced, or incorporated therein. The Bid Documents are incorporated into this Agreement and made part hereof . In the event of any conflict between the terms of the Bid Documents and this Agreement, the terms of this Agreement shall govern.

1.2 Incorporation of Greenbook.

The provisions of the 2021 Edition of the Standard Specifications for Public Works Construction, as updated by errata, (“Greenbook” ) are incorporated herein, except as explicitly modified by the Bid Documents. In the event of any conflict between the provisions of the Greenbook and this Agreement, the terms of this Agreement shall govern.

1.3 Compliance with Labor and Wage Laws.
(a) Public Work. The Parties acknowledge that the work to be performed under this Agreement is a “public work” as defined in Labor Code Section 1720 and that this Agreement is therefore subject to the requirements of Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code relating to public works contracts and the rules and regulations established by the Department of Industrial Relations ( “DIR”) implementing such statutes. The work performed under this Agreement is subject to compliance monitoring and enforcement by the DIR. Contractor shall post job site notices, as prescribed by regulation. (b) R
egistration with DIR . Pursuant to Labor Code section 1771.1, Contractor and all subcontractors must be registered with, and pay an annual fee to, the DIR prior to and during the performance of any work under this Agreement. (c) P revailing Wages . Contractor shall pay prevailing wages to the extent required by Labor Code Section 1771. Pursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages are on file at City Hall and will be made available to any interested party on request. By initiating any work under this Agreement, Contractor acknowledges receipt of a copy of the DIR determination of the prevailing rate of per diem wages, and Contractor shall post a copy of the same at each job site where work is performed under this Agreement. If this Agreement is subject to the payment of federal prevailing wages under the Davis -Bacon Act (40 U.S.C. § 3141 et seq. ), then Contractor shall pay the higher of either the state for federal prevailing wage applicable to each laborer.
(d) P enalty for Failure to Pay Prevailing Wages . Contractor shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. The Contractor shall, as a penalty to the City, forfeit two hundred dollars ($200) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by Contractor or by any subcontractor.
(e) P
ayroll Records . Contractor shall comply with and be bound by the provisions of Labor Code Section 1776, which requires Contractor and each subcontractor to: keep accurate payroll records and verify such records in writing under penalty of perjury, as specified in Section 1776; certify and make such payroll records available for inspection as provided by Section 1776; and inform the City of the location of the records. -3-
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(f) Apprentices. Contractor shall comply with and be bound by the provisions of Labor Code Sections 1777.5, 1777.6, and 1777.7 and California Code of Regulations T itle 8, Section 200 et seq. concerning the employment of apprentices on public works projects. Contractor shall be responsible for compliance with these aforementioned Sections for all apprenticeable occupations. Prior to commencing work under this Agreement, Contractor shall provide City with a copy of the information submitted to any applicable apprenticeship program. Within sixty (60) days after concluding work pursuant to this Agreement, Contractor and each of its subcontractors shall submit to the City a verified statement of the journeyman and apprentice hours performed under this Agreement.
(g) E
ight- Hour Work Day. Contractor acknowledges that eight (8) hours labor constitutes a legal day’s work. Contractor shall comply with and be bound by Labor Code Section 1810.
(h) P enalties for Excess Hours . Contractor shall comply with and be bound by the provisions of Labor Code Section 1813 concerning penalties for workers who work excess hours. The Contractor shall, as a penalty to the City, forfeit twenty- five dollars ($25) for each worker employed in the performance of this Agreement by the Contractor or by any subcontractor for each calendar day during which such worker is required or permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code. Pursuant to Labor Code section 1815, work performed by employees of Contractor in excess of eight (8) hours per day, and forty (40) hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of 8 hours per day at not less than one and one-half (1½) times the basic rate of pay.
(i) Wo
rkers ’ Compensation. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees if it has employees. In accordance with the provisions of California Labor Code Section 1861, Contractor certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers ’ compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.”
(j) Contractor’s Responsibility for Subcontractors . For every subcontractor who will perform work under this Agreement, Contractor shall be responsible for such subcontractor’s compliance with Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code, and shall make such compliance a requirement in any contract with any subcontractor for work under this Agreement. Contractor shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractor’s compliance, including without limitation, conducting a review of the certified payroll records of the subcontractor on a periodic basis or upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages. Contracto r shall diligently take corrective action to halt or rectify any such failure by any subcontractor.
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01007.0009 2024777.12

1.4 Compliance with Project Labor Agreement
If and to the extent that the work to be performed under this Agreement is within the scope of the City’s Project Labor Agreement , which was fully executed as of March 4, 2020, by and between the City and the Los Angeles/Orange Counties Building and Construction Trades Council and the Signatory Craft Councils and Unions (the “Project Labor Agreement”), City and Contractor acknowledge and agree that Contractor is required to comply with the provisions of the Project Labor Agreement, and that in the event of a conflict between the provisions of this Agreement and the Project Labor Agreement, the Project Labor Agreement shall supersede and take precedence over the conflicting provision(s) of this Agreement.

1.5 Licenses, Permits, Fees and Assessments.

Contractor shall obtain at its sole cost and expense such licenses, permits, registrations, and approvals as may be required by law for the performance of the services required by this Agreement. Contractor shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Contractor’s performance of the services required by this Agreement, and shall indemnify, defend and hold harmless City, i ts officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.6 Familiarity with Work.

By executing this Agreement, Contractor warrants that Contractor (i) has thoroughly investigated and considered the scope of work to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilitie s, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Contractor warrants that Contractor has or will investigate the site and is or will be fully acquainted with the visible or reasonably discoverable conditions there existing, prior to commencement of services hereunder.

1.7 Discovery of Unknown Conditions.
(a) Pursuant to Public Contract Code section 7104, Contractor shall promptly, and before the following conditions are disturbed, notify the City, in writing, of any: (i) material Contractor believes may be hazardous waste as defined in Section 25117 of the Health & Safety Code required to be removed to a C lass I, II, or III disposal site in accordance with existing law; (ii) subsurface or latent physical conditions at the site, materially different from those indicated by information about the site made available to bidders prior to the deadline for submitting bids on the project; or (iii) unknown physical conditions at the site of any unusual nature, different from those ordinarily encountered and generally recognized as inherent in work of the character provided for in this Agreement.
(b) City shall promptly investigate the conditions, and if it finds that the conditions do materially differ, or do involve hazardous waste, and cause a decrease or increase in Contractor’s cost of, or the time required for, performance of any part of the work, shall issue a change order in accordance with this Agreement.
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01007.0009 2024777.12
(c) In the event that a dispute arises between City and Contractor whether the conditions materially differ, or involve hazardous waste, or cause a decrease or increase in Contractor’s cost of, or time required for, performance of any part of the work, Contractor shall not be excused from any scheduled completion date set, but shall proceed with all work to be performed under the Agreement. Contractor shall retain any and all rights provided either by contract or by law, which pertain to the resolution of disputes and protests between the contracting parties.

1.8 Unidentified Utilities.

To the extent required by Government Code section 4215, City will compensate Contractor for the cost of locating, repairing damage not due to the failure of Contractor to exercise reasonable care, and removing or relocating utility facilities not identified by City in the Bid Documents with reasonable accuracy, and for equipment on the project necessarily idled during such work. Nothing herein shall be deemed to require City to indicate the presence of existing service laterals or appurtenances whenever the presence of such utilities on the project site can be inferred from the presence of other visible facilities, such as buildings, meters, and junction boxes, on or adjacent to the site of the construction; provided, however, nothing herein shall relieve City from identifying main or trunklines in the plans and specifications. If Contractor, while performing the work, discovers utility facilities not identified by City in the plans or specifications, Contractor shall immediately notify City and the utility in writing. This Agreement is subject to Government Code sections 4126 through 4216.9. Contractor must notify utilities and obtain an identification number before excavation or be subject to liability for damages to subsurface installations.

1.9 Trench Excavation.

Pursuant to Labor Code section 6705, if this Agreement is for more than $25,000 and requires the excavation of any trench or trenches five feet or more in depth, Contractor shall submit, in advance of such excavation, a detailed plan showing the design of shoring, bracing, sloping, or other provisions to be made for worker protection from the hazard of caving ground during the excavation of such trench or trenches. The plan shall be reviewed and accepted by the City, or a registered civil or structural engineer employed by the City to whom authority has been delegated, prior to the excavation. If the plan varies from the shoring system standards, the plan shall be prepared by a registered civil or structural engineer. This section shall not be deemed to allow the use of a shoring, sloping, or protective system less effective than that required by the Construction Safety Orders. This subsection shall not be construed to impose tort liability on the City or any of its employees. Full compensation for sheet ing, shoring, bracing, sloping, and all other provisions required for worker protection shall be considered as included in the contract price shown in the appropriate Bid Item, and no additional compensation will be allowed therefor.

1.10 Protection and Care of Work and Materials.

The Contractor shall adopt reasonable methods, including providing and maintaining storage facilities, during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or oth er components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as caused by City’ s own -6-
01007.0009 2024777.12
negligence. Stored materials shall be reasonably accessible for inspection. Contractor shall not, without City ’s consent, assign, sell, mortgage, hypothecate, or remove equipment or materials which have been installed or delivered and which may be necessary for the completion of the work.

1.11 Warranty.

Contractor warrants all work under the Agreement (which for purposes of this Section shall be deemed to include unauthorized work which has not been removed and any non- conforming materials incorporated into the work ) to be of good quality and free from any defective or faulty material and workmanship. Contractor agrees that for a period of one year (or the period of time specified elsewhere in the Agreement or in any guarantee or warranty provided by any manufacturer or supplier of equipment or materials incorporated into the work, whichever is later) after the date of final acceptance, Contractor shall within ten (10) days after being notified in writing by the City of any defect in the work or non- conformance of the work to the Agreement, commence and prosecute with due diligence all work necessary to fulfill the terms of the warranty at its sole cost and expense. Contractor shall act as soon as requested by the City in response to an emergency. In addition, Contractor shall, at its sole cost and expense, repair, remove and replace any portions of the work (or work of other contractors) damaged by its defective work or which becomes damaged in the course of repairing or replacing defective work. For any work so corrected, Contractor’s obligation hereunder to correct defective work shall be reinstated for an additional one year period, commencing with the date of acceptance of such corrected work.

Contractor shall perform such tests as the City may require to verify that any corrective actions, including, without limitation, redesign, repairs, and replacements comply with the requirements of the Agreement. All costs associated with such corrective actions and testing, including the removal, replacement, and reinstitution of equipment and materials necessary to gain access, shall be the sole responsibility of the Contractor. All warranties and guarantees of s ubcontractors, suppliers and manufacturers with respect to any portion of the work , whether express or implied, are deemed to be obtained by Contractor for the benefit of the City, regardless of whether or not such warranties and guarantees have been transferred or assigned to the City by separate agreement and Contractor agrees to enforce such warranties and guarantees, if necessary, on behalf of the City. In the event that Contractor fails to perform its obligations under this Section, or under any other warranty or guaranty under this Agreement , to the reasonable satisfaction of the City, the City shall have the right to correct and replace any defective or non-conforming work and any work damaged by such work or the replacement or correction thereof at Contractor’s sole expense.

Contractor shall be obligated to fully reimburse the City for any expenses incurred hereunder upon demand.

1.12 Additional Work and Change Orders.
(a) City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Work or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written change order is first given by the City’s City Manager or designee to the Contractor, incorporating therein any adjustment in (i) the Contract Sum, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Contractor ( “Change Order”). All Change Orders must be signed by the Contractor and City’s City Manager or designee prior to commencing the extra work thereunder. -7-
01007.0009 2024777.12
(b) Any increase in compensation of up to the amount of contingency approved by the City Council at the time the Project was awarded to Contractor plus any additional subsequent contingency approved by the City Council , if any, taken either separately or cumulatively, or any increase in the time to perform of up to one hundred eighty (180) days and which are not detrimental to the Work or to the interest of the City, may be approved by the City’s City Manager or designee. Any greater increases, taken either separately or cumulatively, must be approved by the City Council.
(c) Any adjustment in the Contract Sum for a Change Order must be in accordance with the rates set forth in the Contractor’s Bid . If the rates in the Contractor’s Bid do not cover the type of work in the Change Order, the cost of such work shall not exceed an amount agreed upon in writing and signed by Contractor and City’s City Manager or designee. If the cost of the Change Order cannot be agreed upon, the City will pay for actual work of the Change Order completed, to the satisfaction of the City, as follows:
(i) Labor: The cost of labor shall be the actual cost for wages of workers and subcontractors performing the work for the Change Order at the time such work is done plus up to 15% for overhead and fee . The use of labor classifications that would increase the cost of such work shall not be permitted.
(ii) M aterials and Equipment : The cost of materials and equipment shall be at cost to Contractor or lowest current price which such materials and equipment are reasonably available at the time the work is done, whichever is lower, plus up to 15% for overhead and fee. (iii) If the cost of the extra work cannot be agreed upon, the Contractor must provide a daily report that includes invoices for labor, materials and equipment costs for the work under the Change Order. The daily report must include: list of names of workers, classifications, and hours worked; description and list of quantities of materials used; type of equipment, size, identification number, and hours of operation, including loading and transportation, if applicable; description of other City authorized services and expenditures in such detail as the City may require. Failure to submit a daily report by the close of the next working day may, at the City’s sole and absolute discretion, waive the Contractor’s rights for that day. (d) It is expressly understood by Contractor that the provisions of this Section shall not apply to services specifically set forth in the Scope of Work. Contractor hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Work may be more costly or time consuming than Contractor anticipates and that Contractor shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other contractors.
(e) No claim for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.

1.13 CARB Compliance.

For a project involving the use of in- use off-road diesel-fueled vehicles, as defined by 13 CCR 2449, Contractor shall obtain copies of the valid Certificates of Reported Compliance, as described in 13 CCR 2449(n), for the fleet performing services pursuant to this contract and all -8-
01007.0009 2024777.12
listed subcontractors, if applicable, prior to commencing any work pursuant to this Contract or any renewed contract with that fleet. Contractor shall indemnify, defend and hold harmless the District, its officers, agents, employees and directors from any liability imposed arising from Contractor’s violation of any regulation set forth in 13 CCR 2449.

1.14 Special Requirements.

Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements,” attached hereto as Exhibit B and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit B and any other provisions of this Agreement, the provisions of Exhibit B shall govern.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Contractor the amounts set forth in Contractor’s Bid attached hereto as Exhibit A and incorporated herein by this reference. Subject to any additions or deductions that may be made by change order or amendment, and any penalties or damages that may be assessed against Contractor, Contractor shall receive total compensation, including reimbursement of Contractor’s expenses, of an amount not to exceed One Hundred One Thousand Eight Hundred Ninety-Two Dollars and Fifty- Nine Cents ($101,892.59) (“Contract Sum”) for completion of the work.

2.2 Invoices.

Each month Contractor shall furnish to City an original invoice for all work performed during the preceding month using the form attached hereto as Exhibit E and incorporated herein by this reference. By submitting an invoice for payment under this Agreement, Contractor is certifying compliance with all provisions of the Agreement.

All invoices shall include a copy of Contractor’s Certified Payroll and proof that Certified Payroll has been submitted to the DIR. Contractor shall also submit a list of the prevailing wage rates (including federal prevailing wage rates, if applicable) for all employees and subcontractors providing services under this Agreement, as applicable, with Contractor ’s first invoice. If these rates change at any time during the term of the Agreement, Contractor shall submit a new list of rates to the City with its first invoice following the effective date of the rate change.

2.3 Payment.
(a) Payments Made b y City . City shall independently review each invoice submitted by the Contractor to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Contractor which are disputed by City, City will cause Contractor to be paid any progress payment within thirty (30) days of receipt of Contractor’s correct and undisputed invoice; however, Contractor acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event that City does not cause Contractor to be paid any progress payment within thirty (30) days of receipt of an -9-
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undisputed and properly submitted invoice and provided the Project is for construction, Contractor shall be entitled to the payment of interest to the extent allowed under Public Contract Code Section 20104.50. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Contractor, not later than seven (7) days after receipt by the City, for correction and resubmission. Returned invoices shall be accompanied by a document setting forth in writing the reasons why the payment request was rejected. Review and payment by the City of any invoice provided by the Contractor shall not constitute a waiver of any rights or remedies provided herein or any applicable law.
(b) Payments Made by Contractor to Subcontractors . Contractor shall remit payments owed to subcontractors within fifteen (15) calendar days after receiving payments by City if payments are owed by Contractor to any subcontractor qualifying as a small business enterprise, and within thirty (30) calendar days if payments are owed by Contractor to any subcontractor other than a small business enterprise.

2.4 Retention.

Pursuant to Section 9203 of the Public Contract Code, City will deduct a five percent (5%) retention from all progress payments, which shall be released to Contractor no later than sixty (60) days from completion of the work in accordance with Section 7107 of the Public Contract Code.

In the event of a dispute between City and Contractor, City may withhold from the final payment an amount not to exceed one hundred fifty percent (150%) of the disputed amount.

2.5 Waiver.

Payment to Contractor for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Contractor.

2.6 Substitution of Securities.

(a) In conformance with the State of California Public Contract Code, Part 5, Section 22300, Contractor may substitute securities for any monies withheld by the City to ensure performance under this Agreement.
(b) At the request and expense of Contractor, Contractor has the option of establishing an escrow account with a state or federally chartered bank which shall serve as an escrow agent, for Contractor’s direct deposit of securities as a substitute for retention earnings required to be withheld by the City. Upon Contractor’s completion of its obligations hereunder, as evidenced by the City’s acceptance of the work pursuant to Section 3.3 hereof, the escrow agent shall return the securities to Contractor. The escrow agent shall notify the City within ten (10) days after deposit of the securities. The market value of the securities at the time of the substitution shall be at least equal to the cash amount then required to be withheld as retention. Securities shall be held in the name of the City and shall designate Contractor as the beneficial owner. Alternatively, on written request of Contractor, the City shall make payments of the retention earnings directly to the escrow account.

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ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Schedule of Performance.

Contractor shall complete the Project within one hundred (100) calendar days after receiving a “ Notice to Proceed ” from the City in accordance with any schedule contained in or required to be provided by the Proposal or Bid Documents, and any revisions thereof approved by the City in writing. Time is of the essence. If the work is not completed within said time period, liquidated damages shall apply. The term of this Agreement shall expire one (1) year following City’s acceptance of the Project.

3.2 Liquidated Damages.

Since the determination of actual damages for any delay in performance of this Agreement would be extremely difficult or impractical to determine in the event of a breach of this Agreement, the Contractor and its sureties shall be liable for and shall pay to the City the sum of One Thousand Dollars ($1,000.00) as liquidated damages for each working day of delay in the performance of any service required hereunder. The City may withhold any accrued liquidated damages from any monies payable on account of se rvices performed by the Contractor. To the extent required by Government Code section 4215, Contractor shall not be assessed liquidated damages for delay in completion of the work when such delay was caused by the failure of the City or owner of the utility to provide for removal or relocation of utility facilities.

3.3 Force Majeure.

The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Contractor, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Contractor shall within ten (10) days of the commencement of such delay notify the Project Manager in writing of the causes of the delay. The Project Manager shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Project Manager such delay is justified. The Project Manager ’s determination shall be final and conclusive upon the Parties to this Agreement. In no event shall Contractor be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Contractor’s sole remedy being extension of the Agreement pursuant to this Section.

3.4 Final Acceptance.

Acceptance of the Project shall only be by action of the City Council. Neither the acceptance nor any prior inspections or failure to inspect shall constitute a waiver by City of any defects in the work. From and after acceptance, the Project shall be owned and operated by City.

As a condition to acceptance, Contractor shall certify to City in writing that all of the work has been performed in strict conformity with the Agreement and that all costs have been paid or supplied to City for security required herein, satisfactory to City, guaranteeing such performance. -11-
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ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Contractor.

The following principals of Contractor ( “Principals”) are hereby designated as being the principals and representatives of Contractor authorized to act on its behalf with respect to the work specified herein and make all decisions in connection therewith:

Marc Gutfeld _ Territory Manager _ (Name) (Title)
________________________ ________________________
(Name) (Title)
________________________ ________________________
(Name) (Title)
The Principals shall be responsible during the term of this Agreement for directing all activities of Contractor and devoting sufficient time to personally supervise the services hereunder. All personnel of Contractor, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the Principals may not be replaced nor may their responsibilities be substantially reduced by Contractor without the express written approval of City. Additionally, Contractor shall make every reasonable effort to maintain the stability and continuity of Contractor ’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Contractor shall notify City of any changes in Contractor’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance.

4.2 Status of Contractor.

Contractor shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Contractor shall not at any time or in any manner represent that Contractor or any of Contractor’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Contractor, nor any of Contractor’ s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.

4.3 Project Manager.

The Project Manager shall be Freddy Loza, Public Works Superintendent, Facilities & Fleet Maintenance, or any other person as may be designated by the City’s City Manager or designee. It shall be the Contractor’ s responsibility to assure that the Project Manager is kept informed of the progress of the performance of the services and the Contractor shall refer any decisions which must be made by City to the Project Manager. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Project Manager . The -12-
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Project Manager shall have authority, if specified in writing by the City’s City Manager or designee, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Contractor.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Contractor, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Contractor’s employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Contractor shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. City shall not in any way or for any purpose become or be deemed to be a partner of Contractor in its business or otherwise or a joint venturer or a member of any joint enterprise with Contractor.

4.5 Prohibition Against Subcontracting or Assignment.

The experience, knowledge, capability and reputation of Contractor, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Contractor shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. All subcontractors shall obtain, at its or Contractor’s expense, such licenses, permits, registrations and approvals (including from the City) as may be required by law for the performance of any services or work under this Agreement. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.

ARTICLE 5. INSURANCE, INDEMNIFICATION AND BONDS

5.1 Insurance Coverages.

Without limiting Contractor’s indemnification of City, and prior to commencement of any services under this Agreement, Contractor shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City.
(a) General Liability Insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form ISO CGL CG 00 01 or equivalent, in an amount not less than $ 5,000,000 per occurrence, $10,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include -13-
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contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(b) Automobile liability insurance . Contractor shall maintain automobile insurance at least as broad as Insurance Services Office form ISO CA 00 01, including “any auto” and endorsement CA 0025 or equivalent, covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $2,000,000 combined single limit for each accident. (c) Wo rkers ’ compensation insurance . Contractor shall maintain Workers ’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000).
(d) B uilder’s Risk Insurance. Contractor shall maintain Builder’s Risk (Course of Construction) insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions or provisional limit provisions. The policy must include: (1) coverage for any ensuing loss from faulty workmanship, nonconforming w ork, omission or deficiency in design or specifications; (2) coverage against machinery accidents and operational testing; (3) coverage for removal of debris, and insuring the buildings, structures, machinery, equipment, materials, facilities, fixtures and all other properties constituting a part of the project; (4) ordinance or law coverage for contingent rebuilding, demolition, and increased costs of construction; (5) transit coverage (unless insured by the supplier or receiving contractor), with sub-limits sufficient to insure the full replacement value of any key equipment item; (6) ocean marine cargo coverage insuring any pro ject materials or supplies, if applicable; (7) coverage with sub- limits sufficient to insure the full replacement value of any property or equipment stored either on or off the project site or any staging area.

If the P roject does not involve new or major reconstruction, then at the option of City , an Installation Floater may be acceptable. For such projects, a Property Installation Floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken, or destroyed during the performance of the work, including during transit, installation, and testing at the Project site. (e) Pollution Liability Insurance. Contractor shall maintain Environmental Impairment Liability insurance, written on a C ontractor’s Pollution Liability form or other form acceptable to City providing coverage for liability arising out of sudden, accidental, and gradual pollution and remediation. The policy limit shall be no less than $1,000,000 per claim and $2,000,000 in the aggregate. All activities contemplated in this Agreement shall be specifically scheduled on the policy as “covered operations.” The policy shall provide coverage for the hauling of waste from the project site to the final disposal location, including non-owned disposal sites.

Products/completed operations coverage shall extend a minimum of three (3) years after project completion. Coverage shall be included on behalf of the insured for covered claims arising out of the actions of independent contractors. If the insured is using subcontractors, the policy must -14-
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include work performed “by or on behalf ” of the insured. Policy shall contain no language that would invalidate or remove the insurer’s duty to defend or indemnify for claims or suits expressly excluded from coverage. Policy shall specifically provide for a duty to defend on the part of the insurer.

If Contractor maintains broader coverage and/or higher limits than the minimums shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

5.2 General Insurance Requirements.
(a) Subcontractors. Contractor shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (b) P
roof of Insurance. Contractor shall provide certificates of insurance and endorsements to City as evidence of the insurance coverages required herein, along with a waiver of subrogation endorsement for workers ’ compensation. Insurance certificates and endorsements must be approved by City’ s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
(c) D
uration of C overage. Contractor shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Contractor, its agents, representatives, employees or subcontractors. (d) P
rimary/noncontributing. Coverage provided by Contractor shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non - contributory basis for the benefit of City before the City’ s own insurance or self -insurance shall be called upon to protect it as a named insured.
(e) C
ity ’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Contractor or City will withhold amounts sufficient to pay premium from Contractor payments. In the alternative, City may cancel this Agreement. (f) Wai
ver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Contractor or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery against -15-
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City, and shall require similar written express waivers and insurance clauses from each of its subcontractors.
(g) Enforcement of C ontract Provisions (non-estoppel). Contractor acknowledges and agrees that any actual or alleged failure on the part of the City to inform Contractor of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.
(h) R
equirements Not Limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Contractor maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
(i) N
otice of C ancellation. Contractor agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(j) A
dditional Insured S tatus. General and auto liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
(k) P
rohibition of Undisclosed C overage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. (l) S
eparation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Contractor’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer ’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. (m) P ass Through Clause. Contractor agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Contractor , provide the same minimum insurance coverage and endorsements required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Contractor agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to City for review. (n) A
gency ’s Right to Revise Specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Contractor ninety (90) days advance written notice of such change. If such change -16-
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results in substantial additional cost to the Contractor , the City and Contractor may renegotiate Contractor’s compensation.
(o) Self-Insured Retentions . Any self -insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self -insurance will not be considered to comply with these specifications unless approved by City.
(p) T imely Notice of C laims. Contractor shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Contractor ’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
(q) A
dditional I nsurance. Contractor shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.

5.3 Indemnification.

Contractor shall indemnify, defend with legal counsel approved by City, and hold harmless City, its officers, officials, employees and volunteers (each, an “Indemnitee”) from and against all liability, loss, damage, expense, cost (including without limitation reasonable legal counsel fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection with Contractor's performance of work under this Agreement or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the negligence or willful misconduct of the City. Should conflict of interest principles preclude a single legal counsel from representing both City and Contractor, or should City otherwise find Contractor’s legal counsel unacceptable, then Contractor shall reimburse the City its costs of defense, including without limitation reasonable legal counsels fees, expert fees and all other costs and fees of litigation. The Contractor shall promptly pay any final judgment rendered against the City (and its officers, officials, employees and volunteers) with respect to claims determined by a trier of fact to have been the result of the Contractor’s negligent, reckless or wrongful performance.

It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.

Contractor obligations under this section apply regardless of whether or not such claim, charge, damage, demand, action, proceeding, loss, stop notice, cost, expense, judgment, civil fine or penalty, or liability was caused in part or contributed to by an Indemnitee. However, without affecting the rights of City under any provision of this Agreement, Contractor shall not be required to indemnify and hold harmless City for liability attributable to the negligence of City, provided such negligence is determin ed by agreement between the parties or by the findings of a court of competent jurisdiction. In instances where City is shown to have been negligent and where City’s negligence accounts for only a percentage of the liability involved, the obligation of Contractor will be for that entire portion or percentage of liability not attributable to the negligence of City. -17-
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5.4 Notification of Third-Party Claims.

City shall timely notify Contractor of the receipt of any third- party claim relating to the work under this Agreement. City shall be entitled to recover from Contractor its reasonable costs incurred in providing such notification.

5.5 Performance and Payment Bonds.

Concurrently with execution of this Agreement , Contractor shall deliver to the City all of the following bonds if the Contract Sum should exceed $25,000:
(a) A performance bond securing the faithful performance of this Agreement, in an amount not less than 100% of the total compensation for this Agreement, as stated in Section

2.1. (b) A payment bond, securing the payment of all persons furnishing labor and/or materials in connection with the work under this Agreement, in an amount not less than 100% of the total compensation for this Agreement, as stated in Section 2.1.

All bonds shall be on the applicable forms provided in Exhibit “C” and Exhibit “D” attached hereto and made part hereof. The bonds shall each contain the original notarized signature of an authorized officer of the surety and affixed thereto shall be a certified and current copy of his/her power of attorney. The bonds shall be unconditional and remain in force during the entire term of the Agreement until released pursuant to Section 5.7 hereof.

5.6 Sufficiency of Insurer or Surety.

Insurance and bonds required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A-” or better in the most recent edition of Best’s Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better. If the City determines that the work to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Contractor agrees that the minimum limits of the insurance policies and the bonds may be changed accordingly upon receipt of written notice from the City’s Risk Manager.

5.7 Release of Securities.

City shall release the performance bond and payment bond when the following have occurred:
(a) Contractor has made a written request for release and provided evidence of satisfaction of all other requirements under Article 5 of this Agreement; (b) the Project has been accepted; and
(c) after passage of the time within which lien claims are required to be made pursuant to applicable laws; if lien claims have been timely filed, City shall hold the payment bond -18-
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until such claims have been resolved, Contractor has provided statutory bond, or otherwise as required by applicable law.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Contractor shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies, certified and accurate copies of payroll records in compliance with all applicable laws, or other documents r elating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Project Manager to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Project Manager shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of 3 years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required.

In the event of dissolution of Contractor’s business, custody of the books and records may be given to City, and acces s shall be provided by Contractor ’s successor in interest. Notwithstanding the above, the Contractor shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

Contractor shall periodically prepare and submit to the Project Manager such reports concerning the performance of the services required by this Agreement as the Project Manager shall require. Contractor hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Contractor agrees that if Contractor becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein , Contractor shall promptly notify the Project Manager of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto.

6.3 Ownership of Documents.

All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “ documents and materials”) prepared by Contractor, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Project Manager or upon the termination of this Agreement, and Contractor shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Contractor will be at the City’s sole risk and without liability to Contractor, and Contractor ’s guarantee and warranties shall not extend to such use, -19-
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reuse or assignment. Contractor may retain copies of such documents for its own use. Contractor shall have an unrestricted right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Contractor fails to secure such assignment, Contractor shall indemnify City for all damages resulting therefrom. Moreover, Contractor with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.

6.4 Confidentiality and Release of Information.
(a) Information gained or work product produced by Contractor in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Contractor. Contractor shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Project Manager.
(b) Contractor, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Project Manager or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Contractor gives City notice of such court order or subpoena. (c) If Contractor, or any officer, employee, agent or subcontractor of Contractor, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Contractor for any damages, costs and fees, including attorneys’ fees, caused by or incurred as a result of Contractor’s conduct. (d) Contractor shall promptly notify City should Contractor, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admiss ions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Contractor or be present at any deposition, hearing or similar proceeding. Contractor agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Contractor. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT ; DEFAULT , SUSPENSION AND

TERMINATION

7.1 California Law.

This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Contractor covenants and agrees to submit to the personal -20-
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jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.

7.2 Default of Contractor.

Contractor’s failure to comply with the provisions of this Agreement shall constitute a default. In the event that Contractor is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Contractor for any work performed after the date of default and can terminate or suspend this Agreement immediately by written notice to Contractor. If the Project Manager determines that Contractor is in default in the performance of any of the terms or conditions of this Agreement, the Project Manager shall cause to be served upon Contractor a written notice of the default. Contractor shall have ten (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. If the nature of the Contractor’s default is such that it cannot reasonably be cured within said ten (10) day period, then Contractor shall have additional time to cure, provided that it commences the cure within such ten (10) day period and thereafter diligently and continuously prosecutes the same to completion, but in no event shall the period to cure exceed thirty (30) days. In the event that Contractor fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other r emedy to which it may be entitled at law, in equity or under this Agreement.

7.3 Suspension and Termination.
(a) The City may at any time, for any reason, with or without cause, suspend this Agreement, or any portion hereof, by serving upon Contractor at least ten (10) days prior written notice. Upon receipt of said notice, Contractor shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends a portion of this Agreement such suspension shall not make void or invalidate the remainder of this Agreement. (b) This Agreement may be terminated by either party for cause. The City may terminate this Agreement without cause upon thirty (30) days’ written notice of termination. Upon termination, Contractor shall be entitled to compensation for completion of any portion of the Project accepted by City up to the effective date of termination unless any portion of the Project is accepted by City after termination in which event Contractor shall be paid for such completed portion.

7.4 Dispute Resolution Process.

Section 20104 et seq. of the California Public Contract Code prescribes a process utilizing informal co nferences, non -binding judicial -supervised mediation, and judicial arbitration to resolve disputes on construction claims of $375,000 or less. Section 9204 of the Public Contract Code prescribes a process for negotiation and mediation to resolve disputes on construction claims.

The intent of this Section is to implement Sections 20104 et seq. and Section 9204 of the California Public Contract Code. This Section shall be construed to be consistent with said statutes. -21-
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For purposes of these procedures, “claim ” means a separate demand by the Contractor, after the City has denied Contractor’s timely and duly made request for payment for ext ra work and/or a time extension, for (A) a time extension, (B) payment of money or damages arising from work done by or on behalf of the Contractor pursuant to the Agreement and payment of which is not otherwise expressly provided for or the Contractor is not otherwise entitled to, or (C) an amount the payment of which is disputed by the City.

The following requirements apply to all claims to which this section applies:
(a) Claim Submittal. The claim shall be in writing and include the documents necessary to substantiate the claim. Claims governed by this procedure must be filed on or before the date of final payment. Nothing in this section is intended to extend the time limit or supersede notice requirements otherwise provided in the Agreement for the filing of claims, including all requirements pertaining to compensation or payment for extra work, disputed work, and/or changed conditions. Failure to follow such contractual requirements s hall bar any claims or subsequent lawsuits for compensation or payment thereon. (b) S
upporting Documentation. The Contractor shall submit all claims in the following format:
(i) Summary of the claim, including references to the specific Contract Document provisions upon which the claim is based.
(ii) List of documents relating to claim: (a) Specifications, (b) Drawings, (c) Clarifications (Requests for Information), (d) Schedules, and (e) Other. (iii) Chronology of events and correspondence related to the claim. (iv) Statement of grounds for the claim.
(v) Analysis of the claim’s cost, if any.
(vi) Analysis of the claim’s time/schedule impact, if any. (c) City’s Response. Upon receipt of a claim pursuant to this section, City shall conduct a reasonable review of the claim and, within a period not to exceed 45 days, shall provide the Contractor a written statement identifying what portion of the claim is disputed and what portion is undisputed. Any payment due on an undisputed portion of the claim will be processed and made within 60 days after the City issues its written statement. (i) If the City needs approval from the City Council to provide the Contractor a written statement identifying the disputed portion and the undisputed portion of the claim, and the City Council does not meet within the 45 days or within the mutually agreed to extension of time following receipt of a claim sent by registered mail or certified mail, return receipt requested, the City shall have up to three days following the next duly publicly noticed meeting of the City Council after the 45-day period, or extension, expires to provide the Contractor a written statement identifying the disputed portion and the undisputed portion. -22-
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(ii) Within 30 days of receipt of a claim, the City may request in writing additional documentation supporting the claim or relating to defenses or claims the City may have against the Contractor. If additional information is thereafter required, it shall be re quested and provided pursuant to this subdivision, upon mutual agreement of City and the Contractor. (iii) The City’s written response to the claim, as further documented, shall be submitted to the Contractor within 30 days (if the claim is less than $50,000, within 15 days) after receipt of the further documentation, or within a period of time no greater than that taken by the Contractor in producing the additional information or requested documentation, whichever is greater.
(d) Meet and Confer. If the Contractor disputes the City’s written response, or the City fails to respond within the time prescribed, the Contractor may so notify the City, in writing, either within 15 days of receipt of the City’s response or within 15 days of the City’s failure to respond within the time prescribed, respectively, and demand an informal conference to meet and confer for settlement of the issues in dispute. Upon receipt of a demand, the City shall schedule a meet and confer conference within 30 days for settlement of the dispute. (e) M
ediation . Within 10 business days following the conclusion of the meet and confer conference, if the claim or any portion of the claim remains in dispute, the City shall provide the Contractor a written statement identifying the portion of the claim that remains in dispute and the portion that is undisputed. Any payment due on an undisputed portion of the claim shall be processed and made within 60 days after the City issues its written statement. Any disputed portion of the claim, as identified by the contractor in writing, shall be submitted to nonbinding mediation, with the City and the Contractor sharing the associated costs equally. The City and Contractor shall mutually agree to a mediator within 10 business days after the disputed portion of the claim has been identified in writing, unless the parties agree to select a mediator at a later time. (i) If the parties cannot agree upon a mediator, each party shall select a mediator and those mediators shall select a qualified neutral third party to mediate with regard to the disputed portion of the claim. Each party shall bear the fees and costs charged by its respective mediator in connection with the selection of the neutral mediator. (ii) For purposes of this section, mediation includes any nonbinding process, including, but not limited to, neutral evaluation or a dispute review board, in which an independent third party or board assists the parties in dispute resolution through negotiation or by issuance of an evaluation. Any mediation utilized shall conform to the timeframes in this section. (iii) Unless otherwise agreed to by the City and the contractor in writing, the mediation conducted pursuant to this section shall excuse any further obligation under Public Contract Code Section 20104.4 to mediate after litigation has been commenced. (iv) All unresolved claims shall be considered jointly in a single mediation, unless a new unrelated claim arises after mediation is completed. (f) City’s Responses. The City’s failure to respond to a claim from the Contractor within the time periods described in this section or to otherwise meet the time requirements of this section shall result in the claim being deemed rejected in its entirety. A claim -23-
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that is denied by reason of the City’s failure to have responded to a claim, or its failure to otherwise meet the time requirements of this section, shall not constitute an adverse finding with regard to the merits of the claim or the responsibility of qualifications of the Contractor. City’s failure to respond shall not waive City’s rights to any subsequent procedures for the resolution of disputed claims.
(g) Government Code Claims. If following the mediation, the claim or any portion remains in dispute, the Contractor must comply with the claim procedures set forth in Government Code Section 900 et seq. prior to filing any lawsuit against the City. Such Government Code claims and any subsequent lawsuit based upon the Government Code claims shall be limited to those matters that remain unresolved after all procedures pertaining to extra work, disputed work, construction claims, and/or changed conditions, including any required mediation, have been followed by Contractor. If no such Government Code claim is submitted, or if the prerequisite contractual requirements are not satisfied, no action against the City may be filed. A Government Code claim must be filed no earlier than the date that Contractor completes all contractual prerequisites to filing a Government Code claim, including any required mediation.

A Government Code claim shall be inclusive of all unresolved claims unless a new unrelated claim arises after the Government Code claim is submitted. For purposes of Government Code Section 900 et seq., the running of the period of time within which a claim must be filed shall be tolled from the time the Contractor submits his or her written claim to the City until the time the claim is denied, including any period of time utilized by the meet and confer conference or mediation that does not result in a complete resolutions of all claims. (h) C
ivil Actions for Claims of $375,000 or Less . The following procedures are established for all civil actions filed to resolve claims totaling $375,000 or less:
(i) Within 60 days, but no earlier than 30 days, following the filing or responsive pleadings, the court shall submit the matter to non-binding mediation unless waived by mutual stipulation of both parties or unless mediation was held prior to commencement of the action in accordance with Public Contract Code section 9204 and the procedures in this Section.

The mediation process shall provide for the selection within 15 days by both parties of a disinterested third person as mediator, shall be commenced within 30 days of the submittal, and shall be concluded within 15 days from the commencement of the mediation unless a time requirement is extended upon a good cause showing to the court or by stipulation of both parties.

If the parties fail to select a mediator within the 15-day period, either party may petition the court to appoint the mediator.
(ii) If the matter remains in dispute, the case shall be submitted to judicial arbitration pursuant to Chapter 2.5 (commencing with Section 1141.10) of Title 3 of Part 3 of the Code of Civil Procedure, notwithstanding Section 1141.11 of that code. The Civil Discovery Act ( Title 4 (commencing with Section 2016.010) of Part 4 of the Code of Civil Procedure) shall apply to any proceeding brought under this subdivision consistent with the rules pertaining to judicial arbitration.
(iii) Upon stipulation of the parties, arbitrators appointed for these purposes shall be experienced in construction law, and, upon stipulation of the parties, mediators and arbitrators shall be paid necessary and reasonable hourly rates of pay not to exceed the ir -24-
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customary rate, and such fees and expenses shall be paid equally by the parties, except in the case of arbitration where the arbitrator, for good cause, determines a different division. (iv) In addition to Chapter 2.5 (commencing with Section 1141.10) of Title 3 of Part 3 of the Code of Civil Procedure, any party who after receiving an arbitration award requests a trial de novo but does not obtain a more favorable judgment shall, in addition to payment of costs and fees under that chapter, pay the attorney's fees of the other party arising out of the trial de novo.

7.5 Waiver.

Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement.

Acceptance by City of any work or services by Contractor shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver.

Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement.

7.6 Rights and Remedies Are Cumulative.

Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercis e by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.

7.7 Unfair Business Practices Claims.

Pursuant to Public Contract Code section 7103.5, i n entering into this Agreement, Contractor offers and agrees to assign to the City all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. § 15) or under the Cartwright Act (Chapter 2, (comme ncing with Section 16700) of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, services or materials related to this Agreement. This assignment shall be made and become effective at the time the City tenders final payment to the Contractor without further acknowledgment by the Parties.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

No officer or employee of the City shall be personally liable to the Contractor, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Contractor or to its successor, or for breach of any obligation of the terms of this Agreement.
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8.2 Conflict of Interest.

Contractor covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Contractor ’s performance of services under this Agreement. Contractor further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Project Manager. Contractor agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement.

No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which affects his financial interest or the financial interest of any corporation, partnership or association in which he is, directly or indirectly, interested, in violation of any State statute or regulation. The Contractor warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

8.3 Covenant Against Discrimination.

Contractor covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religi on, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class in the performance of this Agreement. Contractor shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class.

8.4 Unauthorized Aliens.

Contractor hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C. § 1101 et seq. , as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Contractor so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Contractor hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys’ fees, incurred by City.

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Provisions Required By Law.

Each and every provision of law and clause required by law to be inserted in this Agreement shall be deemed to be inserted herein, and the Agreement shall be read and enforced as though it were included herein. If through mistake or otherwise any such provision is not inserted, or is not correctly inserted, then upon application of either party, the contract shall forthwith be physically amended to make such insertion or correction.
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9.2 Notices.

Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Project Manager (with her/his name and City title), City of Carson, 701 E Carson Street, Carson, California 90745 and in the case of the Contractor, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy -two (72) hours from the time of mailing if mailed as provided in this Section.

9.3 Interpretation.

The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.

9.4 Counterparts.

This Agreement may be executed in any number of counterparts and each of such counterparts shall for all purposes be deemed to be an original, whether the signatures are originals, electronic, facsimiles or digital. All such counterparts shall together co nstitute but one and the same Agreement. All signatures on bonds must be originals.

9.5 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Contractor and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

9.6 Severability.

In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. -27-
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9.7 Warranty & Representation of Non-Collusion.

No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial inte rest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Contractor warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or conse quence of obtaining or being awarded any agreement.

Contractor further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not l imited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Contractor is aware of and understands that any such act(s), omission(s) or othe r conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Contractor’s Authorized Initials _______

9.8 Corporate Authority.

The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreeme nt, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE]

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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF CARSON, a California charter
city
______________________________
Lula Davis-Holmes, Mayor

ATTEST:

Dr. Khaleah K. Bradshaw, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP
_____________________________
Sunny K. Soltani, City Attorney
[pks, brj]
CONTRACTOR:

DAVE BANG ASSOCIATES
INCORPORATED OF CALIFORNIA, a
California corporation
*By: _______________________________
Name: John Wormell
Title: President & Chief Executive Officer

*By: _______________________________
Name: Kelsey Bashaw
Title: Chief Financial Officer
Address: P.O. Box 1088
Tustin, CA 92781

*Two corporate officer signatures required when Contractor is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. APPROPRIATE

ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONTRACTOR’ S BUSINESS ENTITY.

01007.0009 2024777.12

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES
On __________, 2025 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same i n his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________

___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document.

01007.0009 2024777.12

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES
On __________, 2025 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same i n his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________

___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document.

01007.0009 2024777.12 A-1

EXHIBIT A
CONTRACTOR’S BID
“Estimate No. CA268467”

01007.0009 2024777.12 A-2

01007.0009 2024777.12 A-3

01007.0009 2024777.12 A-4

01007.0009 2024777.12 A-5

01007.0009 2024777.12 A-6
“Estimate No. CA268470”

*City Responsibility for Offloading : The City acknowledges that all shipments by common carrier require the City to provide 2-4 personnel for unloading, as liftgate service is not included.

City shall offload all materials upon delivery.

01007.0009 2024777.12 B-1

EXHIBIT B

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)

If the Parties wish to revise provisions in the Agreement above (from page 1 through the signature page), then the revisions shall be presented in this Exhibit B, with deletions shown in strike through and additions shown in bold and italics.

I. Section 1.4 (Compliance with Project Labor Agreement) is hereby removed from this Agreement in its entirety.

II. The first paragraph of Section 2.2 (Invoices) is hereby amended as follows:
“Upon completion of the work, e Each month Contractor shall furnish to City an original invoice for all work performed during the preceding month using the form attached hereto as Exhibit E and incorporated herein by this reference. By submitting an invoice for payment under this Agreement, Contractor is certifying compliance with all provisions of the Agreement.” III. Section 5.1 (Insurance Coverages) is hereby amended as follows:
“5.1 Insurance Coverages.

Without limiting Contractor’s indemnification of City, and prior to commencement of any services under this Agreement, Contractor shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City.
(a) General Liability Insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form ISO CGL CG 00 01 or equivalent, in an amount not less than $15,000,000 per occurrence, $210,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(b) A
utomobile liability insurance . Contractor shall maintain automobile insurance at least as broad as Insurance Services Office form ISO CA 00 01, including “any auto” and endorsement CA 0025 or equivalent, covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $12,000,000 combined single limit for each accident. (c) Workers’ compensation insurance. Contractor shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000).
(d) Builder’s Risk Insurance. Contractor shall maintain Builder’s Risk (Course

01007.0009 2024777.12 B-2
of Construction) insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions or provisional limit provisions. The policy must include: (1) coverage for any ensuing loss from faulty workmanship, nonconforming work, omission or deficiency in design or specifications; (2) coverage against machinery accidents and operational testing; (3) coverage for removal of debris, and insuring the buildings, structures, machinery, equipment, materials, facilities, fixtures and all other properties constituting a part of the project; (4) ordinance or law coverage for contingent rebuilding, demolition, and increased costs of construction; (5) transit coverage (unless insured by the supplier or receiving contractor), with sub-limits sufficient to insure the full replacement value of any key equipment item; (6) ocean marine cargo coverage insuring any project materials or supplies, if applicable; (7) coverage with sub- limits suff icient to insure the full replacement value of any property or equipment stored either on or off the project site or any staging area.

If the Project does not involve new or major reconstruction, then at the option of City, an Installation Floater may be acceptable. For such projects, a Property Installation Floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken, or destroyed during the performance of the work, including during transit, installation, and testing at the Project site.
(e) Pollution Liability Insurance . Contractor shall maintain Environmental Impairment Liability insurance, written on a Contractor’s Pollution Liability form or other form acceptable to City providing coverage for liability arising out of sudden, accidental, and gradual pollution and remediation. The policy limit shall be no less than $1,000,000 per claim and $2,000,000 in the aggregate. All activities contemplated in this Agreement shall be specifically scheduled on the policy as “covered operations.” The policy shall provide coverage for the hauling of waste from the project site to the final disposal location, including non-owned disposal sites.

Products/completed operations coverage shall extend a minimum of three (3) years after project completion. Coverage shall be included on behalf of the insured for covered claims arising out of the actions of independent contractors. If the insured is using subcontractors, the policy must include work performed “by or on behalf” of the insured. Policy shall contain no language that would invalidate or remove the insurer’s duty to defend or indemnify for claims or suits expressly excluded from coverage. Policy shall specifically provide for a duty to defend on the part of the insurer.

If Contractor maintains broader coverage and/or higher limits than the minimums shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.”

01007.0009 2024777.12

EXHIBIT C

PERFORMANCE BOND
We, DAVE BANG ASSOCIATES INCORPORATED OF CALIFORNIA, a California corporation, as Principal, and ____________, as Surety, jointly and severally, firmly bind ourselves, our heirs, representatives, successors and assigns, as set forth herein, to the City of Carson (“City”) for payment of the penal sum of One Hundred One Thousand Eight Hundred Ninety Two Dollars and Fifty Nine Cents ($101,892.59). City and Principal have entered into an agreement, or are about to enter into the agreement attached hereto and incorporated by reference herein, for completion of public works for the property(ies) referenced in said agreement.

Surety herein approves of the terms and conditions of said agreement and binds itself to faithfully perform the obligations of Principal therein if Principal fails to so perform. Surety acknowledges that the agreement herein referenced shall be that document as executed by City and Principal.

THE CONDITION OF THIS OBLIGATION IS SUCH that if the Principal shall in all things stand to and abide by, and well and truly keep and perform all of the covenants, conditions, and provisions in said agreement, and any alteration thereof made as therein provided, on Principal's part to be kept and performed at the time and in the manner therein specified, and shall indemnify and save harmless the City, City’s engineer, and their consultants, and each of their officials, directors, officers, employees and agents, as therein stipulated, then this obligation shall become null and void; otherwise, it shall be and remain in full force and effect.

Surety agrees that should it fail to take over and diligently perform the agreement upon Principal's default after notice and within the time specified in the agreement, Surety will promptly on demand deposit with City such amount as City may reasonably es timate as the cost of completing all of Principal's obligations. Surety's obligation for payment herein shall exist, notwithstanding any controversy between Principal and City regarding Principal's failure under the agreement, and payment by Surety should be conclusively presumed between the parties herein to relieve, as demanded, Surety's obligations herein and shall be deemed proper payment as between Principal and Surety.

Surety agrees that no change, extension of time, alteration, or addition to the terms of the agreement, or the work to be performed thereunder or the plans and specifications, or any matters unknown to Surety which may affect Surety's risk shall in any wis e affect its obligation on this bond, and it does thereby waive notice thereof.

Principal and Surety agree that if the City is required to engage the services of an attorney in connection with the enforcement of this bond, each shall pay City's reasonable attorneys' fees incurred, with or without suit, in addition to the above sum.

01007.0009 2024777.12
Executed this day of _________, ____.

Seal of Corporation _____________

By:____________________________________
Authorized Representative of Principal

Title: _____________

(ATTACH ACKNOWLEDGEMENT OF AUTHORIZED REPRESENTATIVES)

Any claims under this bond may be addressed to: (check one)

Surety's agent for service
of process in California: ( ) _____________________
[name of surety company]

_________________________ ____________________________________ Name Street Number
_________________________ ____________________________________ Street Number City and State
_________________________ ____________________________________ City and State Telephone Number
_________________________
Telephone Number
By:____________________________________
Attorney in Fact or other
Representative

(ATTACH ACKNOWLEDGEMENT OF AUTHORIZED REPRESENTATIVE)

Furnish the name, address and phone number of the company agent as well as the surety company.

Sureties must be authorized to do business in and have an agent for service of process in California and be on the accredited list of the United States Treasury Department (their bonds will be limited to such amounts as would be acceptable to the Treasury Department), and otherwise meet the requirements of the agreement.

01007.0009 2024777.12

EXHIBIT D

PAYMENT BOND

We, DAVE BANG ASSOCIATES INCORPORATED OF CALIFORNIA, a California corporation, as Principal, and ____________, as Surety, jointly and severally, firmly bind ourselves, our heirs, representatives, successors and assigns, as set forth herein, to the City of Carson (“City”) and those for whose benefit this bond insures in the sum of One Hundred One Thousand Eight Hundred Ninety Two Dollars and Fifty Nine Cents ($101,892.59). City and Principal have entered into an agreement, or are about to enter into the agreement attached hereto and incorporated by reference herein, for completion of public works for the property(ies) referenced in said agreement. Surety herein approves of the terms and conditions of said agreement and binds itself to faithfully perform the obligations of Principal therein if Principal fails to so perform . Surety acknowledges that the agreement herein referenced shall be that document as executed by City and Principal. If Principal or any of Principal's contractors or subcontractors, fails to pay any of the persons named in Section 9000 et seq. of the California Civil Code employed in the performance of the agreement for materials furnished or for labor thereon of any kind, or for amounts due under the Unemployment Insurance Code with respect to such work or labor, then Surety shall pay the same in an amount not exceeding the sum specified above, and also shall pay, in case suit is brought upon this bond, such reasonable attorneys' fees as shall be fixed by the court.

Surety agrees that it shall pay the amounts due the persons above named and diligently perform the agreement upon Principal's default after notice and within the time specified in the agreement.

If Surety fails to perform within the times specified in the agreement, Surety shall promptly on demand deposit with City such amount as City may reasonably estimate as the cost of completing all of Principal's obligations. Surety's obligation for payment herein shall extend, notwithstanding any controversy between Principal and City regarding Principal's failure under the agreement.

Principal and Surety agree that any payment by Surety pursuant to this paragraph should be conclusively presumed between the parties herein to relieve, as demanded, Surety's obligation herein and shall be deemed proper payment as between Principal and Surety.

This bond shall insure to the benefit of any and all of the persons named in Section 9000 et seq. of the California Civil Code so as to give a right of action to them or their assigns in any suit brought upon this bond.

Surety agrees that no change, extension of time, alteration, or addition to the terms of the agreement, or the work to be performed thereunder, or the plans and specifications, or any matters unknown to Surety which might affect Surety's risk, shall in any way affect its obligation on this bond, and it does hereby waive notice thereof.

Principal and Surety agree that should City become a party to any action on this bond, that each will also pay City's reasonable attorneys' fees incurred therein in addition to the above sums.

01007.0009 2024777.12

Executed this _____________ day of ___________, ______.

Seal of Corporation ______________

By:______________________________
Authorized Representative of Principal

Title: __________

(ATTACH ACKNOWLEDGEMENT OF AUTHORIZED REPRESENTATIVES)

Any claims under this bond may be addressed to: (check one)

Surety's agent for service
of process in California: ( ) ________________
[name of surety]

_________________________ _____________________________ Name Street Number

_________________________ _____________________________ Street Number City and State

_________________________ _____________________________ City and State Telephone Number
_________________________
Telephone Number
By:_____________________________
Attorney in Fact or other
Representative

(ATTACH ACKNOWLEDGEMENT OF AUTHORIZED REPRESENTATIVE)

Furnish the name, address and phone number of the company agent as well as the surety company.

Sureties must be authorized to do business in and have an agent for service of process in California and be on the accredited list of the United States Treasury Department (their bonds will be limited to such amounts as would be acceptable to the Treasury Department), and otherwise meet the requirements of the agreement.

01007.0009 2024777.12

EXHIBIT E

INVOICE FORM

RESOLUTION NO. 25-116

A RESOLUTION OF THE CITY OF CARSON CITY COUNCIL AMENDING THE FISCAL YEAR 2025/26 BUDGET IN THE GENERAL FUNDS AND SPECIAL REVENUE FUN WHEREAS, the City Council adopted the Fiscal Year (FY) 2025/26 budget on June 17, 2025, for the General Fund and the Special Revenue Funds of the City via Resolution No. 25-076; and

WHEREAS, the City Council desires to amend the Fiscal Year 2025/26 budget; and

WHEREAS, has determined it necessary to amend the FY 2025/26 General Fund budget and Special Revenue Funds budget.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CARSON DOES HEREBY RESOLVE, FIND, DETERMINE, AND ORDER AS FOLLOWS:

Section 1. The following amendments will be made to the City’s FY 2025-26 budget.

Account Number Description Increase/(Decrease)
222-99-999-102-4518 Measure A Revenue $101,892.59
222-80-840-102-6027 Maintenance & Repairs $101,892.59

Section 2. The City Clerk shall certify to the adoption of this resolution and shall keep a copy of this resolution attached to the FY2025/26 budget on file, and effective as of December 2, 2025, the same shall be in force and effect.

PASSED, APPROVED, AND ADOPTED this 2nd day of December, 2025.

APPROVED AS TO FORM: City of Carson:

_______________________________ _________________________________ Sunny K. Soltani, City Attorney Lula Davis-Holmes, Mayor

ATTEST:

______________________________
Dr. Khaleah K. Bradshaw, City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.

CITY OF CARSON )

I, Dr. Khaleah K. Bradshaw, City Clerk of the City of Carson, California, hereby attest to and certify that the foregoing resolution, being Resolution No. 25-116 adopted by the City of Carson City Council at its meeting held on December 2, 2025, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMEBES:

ABSENT: COUNCIL MEMBERS:

_______________________________
Dr. Khaleah K. Bradshaw, City Clerk

MAINTENANCE & SERVICING ALLOCATIONS and BALANCES As of 09/02/2025 Please note, balances may not reflect new commitments made in the last 2-3 weeks Agency Year Allocation Committed Available
Agoura Hills 2018.MSA $ 18,613.50 $ 18,613.50 $ -
2019.MSA $ 19,457.83 $ 19,457.83 $ -
2020.MSA $ 21,017.49 $ 14,914.57 $ 6,102.92
2021.MSA $ 21,020.75 $ - $ 21,020.75
2022.MSA $ 22,099.87 $ - $ 22,099.87
2023.MSA $ 21,462.12 $ - $ 21,462.12
2024.MSA $ 22,909.25 $ - $ 22,909.25
2025.MSA $ 22,968.75 $ - $ 22,968.75
Agoura Hills Total $ 169,549.56 $ 52,985.90 $ 116,563.66 Alhambra 2018.MSA $ 61,374.63 $ - $ 61,374.63
2019.MSA $ 64,158.66 $ - $ 64,158.66
2020.MSA $ 69,301.36 $ - $ 69,301.36
2021.MSA $ 69,312.10 $ - $ 69,312.10
2022.MSA $ 72,870.29 $ - $ 72,870.29
2023.MSA $ 72,063.03 $ - $ 72,063.03
2024.MSA $ 76,922.02 $ - $ 76,922.02
2025.MSA $ 77,121.82 $ - $ 77,121.82
Alhambra Total $ 563,123.91 $ - $ 563,123.91
Arcadia 2018.MSA $ 49,096.53 $ 49,096.53 $ -
2019.MSA $ 51,323.61 $ 51,323.61 $ -
2020.MSA $ 55,437.50 $ 31,732.21 $ 23,705.29
2021.MSA $ 55,446.09 $ - $ 55,446.09
2022.MSA $ 58,292.46 $ - $ 58,292.46
2023.MSA $ 58,519.66 $ - $ 58,519.66
2024.MSA $ 62,465.46 $ - $ 62,465.46
2025.MSA $ 62,627.71 $ - $ 62,627.71
Arcadia Total $ 453,209.02 $ 132,152.35 $ 321,056.67
Artesia 2018.MSA $ 11,957.67 $ - $ 11,957.67
2019.MSA $ 12,500.08 $ - $ 12,500.08
2020.MSA $ 13,502.04 $ - $ 13,502.04
2021.MSA $ 13,504.13 $ - $ 13,504.13
2022.MSA $ 14,197.37 $ - $ 14,197.37
2023.MSA $ 14,090.54 $ - $ 14,090.54
2024.MSA $ 15,040.62 $ - $ 15,040.62
2025.MSA $ 15,079.68 $ - $ 15,079.68
Artesia Total $ 109,872.13 $ - $ 109,872.13
Avalon / UI Channel Island North 2018.MSA $ 3,031.10 $ - $ 3,031.10 2019.MSA $ 3,168.60 $ - $ 3,168.60
2020.MSA $ 3,422.58 $ - $ 3,422.58
2021.MSA $ 3,423.11 $ - $ 3,423.11
2022.MSA $ 3,598.84 $ - $ 3,598.84
2023.MSA $ 3,204.94 $ - $ 3,204.94
2024.MSA $ 3,421.04 $ - $ 3,421.04
2025.MSA $ 3,429.93 $ - $ 3,429.93
Avalon / UI Channel Island North Total $ 26,700.14 $ - $ 26,700.14 Azusa 2018.MSA $ 34,028.30 $ - $ 34,028.30
2019.MSA $ 35,571.86 $ - $ 35,571.86
2020.MSA $ 38,423.16 $ - $ 38,423.16
2021.MSA $ 38,429.12 $ - $ 38,429.12
2022.MSA $ 40,401.90 $ - $ 40,401.90
2023.MSA $ 44,326.10 $ - $ 44,326.10
2024.MSA $ 47,314.87 $ - $ 47,314.87

2025.MSA $ 47,437.77 $ - $ 47,437.77
Azusa Total $ 325,933.08 $ - $ 325,933.08
Agency Year Allocation Committed Available
Baldwin Hills Regional Conservation Authority 2018.MSA $ 135,541.84 $ - $ 135,541.84 2019.MSA $ 141,690.18 $ - $ 141,690.18
2020.MSA $ 153,047.49 $ - $ 153,047.49
2021.MSA $ 153,071.22 $ - $ 153,071.22
2022.MSA $ 160,929.23 $ - $ 160,929.23
2023.MSA $ 161,475.57 $ - $ 161,475.57
2024.MSA $ 172,363.38 $ - $ 172,363.38
2025.MSA $ 172,811.07 $ - $ 172,811.07
Baldwin Hills Regional Conservation Authority Total $ 1,250,929.98 $ - $ 1,250,929.98 Baldwin Park 2018.MSA $ 50,572.33 $ - $ 50,572.33
2019.MSA $ 52,866.35 $ - $ 52,866.35
2020.MSA $ 57,103.90 $ - $ 57,103.90
2021.MSA $ 57,112.75 $ - $ 57,112.75
2022.MSA $ 60,044.67 $ - $ 60,044.67
2023.MSA $ 57,714.62 $ - $ 57,714.62
2024.MSA $ 61,606.14 $ - $ 61,606.14
2025.MSA $ 61,766.16 $ - $ 61,766.16
Baldwin Park Total $ 458,786.92 $ - $ 458,786.92
Bell 2018.MSA $ 23,909.00 $ 4,750.00 $ 19,159.00
2019.MSA $ 24,993.54 $ - $ 24,993.54
2020.MSA $ 26,996.92 $ - $ 26,996.92
2021.MSA $ 27,001.10 $ - $ 27,001.10
2022.MSA $ 28,387.22 $ - $ 28,387.22
2023.MSA $ 27,485.46 $ - $ 27,485.46
2024.MSA $ 29,338.72 $ - $ 29,338.72
2025.MSA $ 29,414.92 $ - $ 29,414.92
Bell Total $ 217,526.88 $ 4,750.00 $ 212,776.88
Bell Gardens 2018.MSA $ 26,590.20 $ 26,590.20 $ -
2019.MSA $ 27,796.36 $ 27,796.36 $ -
2020.MSA $ 30,024.40 $ 30,024.40 $ -
2021.MSA $ 30,029.06 $ 30,029.06 $ -
2022.MSA $ 31,570.62 $ 30,963.72 $ 606.90
2023.MSA $ 29,758.83 $ - $ 29,758.83
2024.MSA $ 31,765.38 $ - $ 31,765.38
2025.MSA $ 31,847.88 $ - $ 31,847.88
Bell Gardens Total $ 239,382.73 $ 145,403.74 $ 93,978.99 Bellflower 2018.MSA $ 51,814.99 $ - $ 51,814.99
2019.MSA $ 54,165.38 $ - $ 54,165.38
2020.MSA $ 58,507.06 $ - $ 58,507.06
2021.MSA $ 58,516.13 $ - $ 58,516.13
2022.MSA $ 61,520.10 $ - $ 61,520.10
2023.MSA $ 62,403.20 $ - $ 62,403.20
2024.MSA $ 66,610.86 $ - $ 66,610.86
2025.MSA $ 66,783.87 $ - $ 66,783.87
Bellflower Total $ 480,321.59 $ - $ 480,321.59
Beverly Hills 2018.MSA $ 38,904.92 $ - $ 38,904.92
2019.MSA $ 40,669.70 $ - $ 40,669.70
2020.MSA $ 43,929.61 $ - $ 43,929.61
2021.MSA $ 43,936.43 $ - $ 43,936.43
2022.MSA $ 46,191.93 $ - $ 46,191.93
2023.MSA $ 44,116.06 $ - $ 44,116.06
2024.MSA $ 47,090.68 $ - $ 47,090.68
2025.MSA $ 47,212.99 $ - $ 47,212.99
Beverly Hills Total $ 352,052.32 $ - $ 352,052.32
Bradbury / UI Bradbury 2018.MSA $ 1,128.37 $ 87.15 $ 1,041.22 2019.MSA $ 1,179.56 $ - $ 1,179.56
2020.MSA $ 1,274.11 $ - $ 1,274.11
2021.MSA $ 1,274.30 $ - $ 1,274.30
2022.MSA $ 1,339.72 $ - $ 1,339.72
2023.MSA $ 1,179.80 $ - $ 1,179.80
2024.MSA $ 1,259.35 $ - $ 1,259.35
2025.MSA $ 1,262.62 $ - $ 1,262.62
Agency Year Allocation Committed Available
Bradbury / UI Bradbury Total $ 9,897.83 $ 87.15 $ 9,810.68 Agency Year Allocation Committed Available
Burbank 2018.MSA $ 89,036.40 $ - $ 89,036.40
2019.MSA $ 93,075.20 $ - $ 93,075.20
2020.MSA $ 100,535.73 $ - $ 100,535.73
2021.MSA $ 100,551.32 $ - $ 100,551.32
2022.MSA $ 105,713.18 $ - $ 105,713.18
2023.MSA $ 106,075.58 $ - $ 106,075.58
2024.MSA $ 113,227.93 $ - $ 113,227.93
2025.MSA $ 113,522.03 $ - $ 113,522.03
Burbank Total $ 821,737.37 $ - $ 821,737.37
Calabasas 2018.MSA $ 22,064.06 $ - $ 22,064.06
2019.MSA $ 23,064.91 $ - $ 23,064.91
2020.MSA $ 24,913.70 $ - $ 24,913.70
2021.MSA $ 24,917.57 $ - $ 24,917.57
2022.MSA $ 26,196.73 $ - $ 26,196.73
2023.MSA $ 25,306.57 $ - $ 25,306.57
2024.MSA $ 27,012.91 $ - $ 27,012.91
2025.MSA $ 27,083.08 $ - $ 27,083.08
Calabasas Total $ 200,559.53 $ - $ 200,559.53
Carson 2018.MSA $ 81,103.64 $ - $ 81,103.64
2019.MSA $ 84,782.60 $ - $ 84,782.60
2020.MSA $ 91,578.42 $ - $ 91,578.42
2021.MSA $ 91,592.62 $ - $ 91,592.62
2022.MSA $ 96,294.59 $ - $ 96,294.59
2023.MSA $ 99,546.49 $ - $ 99,546.49
2024.MSA $ 106,258.61 $ - $ 106,258.61
2025.MSA $ 106,534.60 $ - $ 106,534.60
Carson Total $ 757,691.57 $ - $ 757,691.57
Cerritos / UI Cerritos 2018.MSA $ 44,432.97 $ - $ 44,432.97 2019.MSA $ 46,448.51 $ - $ 46,448.51
2020.MSA $ 50,171.63 $ - $ 50,171.63
2021.MSA $ 50,179.41 $ - $ 50,179.41
2022.MSA $ 52,755.40 $ - $ 52,755.40
2023.MSA $ 53,912.48 $ - $ 53,912.48
2024.MSA $ 57,547.63 $ - $ 57,547.63
2025.MSA $ 57,697.11 $ - $ 57,697.11
Cerritos / UI Cerritos Total $ 413,145.14 $ - $ 413,145.14 Claremont/UI Claremont 2018.MSA $ 30,127.14 $ - $ 30,127.14 2019.MSA $ 31,493.74 $ - $ 31,493.74
2020.MSA $ 34,018.16 $ - $ 34,018.16
2021.MSA $ 34,023.43 $ - $ 34,023.43
2022.MSA $ 35,770.04 $ - $ 35,770.04
2023.MSA $ 35,564.96 $ - $ 35,564.96
2024.MSA $ 37,962.99 $ - $ 37,962.99
2025.MSA $ 38,061.60 $ - $ 38,061.60
Claremont/UI Claremont Total $ 277,022.06 $ - $ 277,022.06 Commerce 2018.MSA $ 26,626.42 $ - $ 26,626.42
2019.MSA $ 27,834.22 $ - $ 27,834.22
2020.MSA $ 30,065.30 $ - $ 30,065.30
2021.MSA $ 30,069.96 $ - $ 30,069.96
2022.MSA $ 31,613.62 $ - $ 31,613.62
2023.MSA $ 37,772.28 $ - $ 37,772.28
2024.MSA $ 40,319.15 $ - $ 40,319.15
2025.MSA $ 40,423.88 $ - $ 40,423.88
Commerce Total $ 264,724.83 $ - $ 264,724.83
Compton 2018.MSA $ 69,182.68 $ 69,182.68 $ -
2019.MSA $ 72,320.89 $ 72,320.89 $ -
2020.MSA $ 78,117.84 $ 78,117.84 $ -
2021.MSA $ 78,129.95 $ 78,129.95 $ -
2022.MSA $ 82,140.80 $ 82,140.80 $ -
2023.MSA $ 81,456.12 $ 81,456.12 $ -
2024.MSA $ 86,948.46 $ - $ 86,948.46
2025.MSA $ 87,174.30 $ - $ 87,174.30
Agency Year Allocation Committed Available
Compton Total $ 635,471.04 $ 461,348.28 $ 174,122.76
Agency Year Allocation Committed Available
Covina 2018.MSA $ 37,204.59 $ - $ 37,204.59
2019.MSA $ 38,892.24 $ - $ 38,892.24
2020.MSA $ 42,009.68 $ - $ 42,009.68
2021.MSA $ 42,016.20 $ - $ 42,016.20
2022.MSA $ 44,173.13 $ - $ 44,173.13
2023.MSA $ 46,159.92 $ - $ 46,159.92
2024.MSA $ 49,272.34 $ - $ 49,272.34
2025.MSA $ 49,400.32 $ - $ 49,400.32
Covina Total $ 349,128.42 $ - $ 349,128.42
Cudahy 2018.MSA $ 14,933.12 $ - $ 14,933.12
2019.MSA $ 15,610.50 $ - $ 15,610.50
2020.MSA $ 16,861.78 $ - $ 16,861.78
2021.MSA $ 16,864.39 $ - $ 16,864.39
2022.MSA $ 17,730.13 $ - $ 17,730.13
2023.MSA $ 17,011.32 $ - $ 17,011.32
2024.MSA $ 18,158.34 $ - $ 18,158.34
2025.MSA $ 18,205.50 $ - $ 18,205.50
Cudahy Total $ 135,375.08 $ - $ 135,375.08
Culver City 2018.MSA $ 35,355.65 $ 35,355.65 $ -
2019.MSA $ 36,959.43 $ 36,959.43 $ -
2020.MSA $ 39,921.94 $ 39,921.94 $ -
2021.MSA $ 39,928.13 $ 4,524.90 $ 35,403.23
2022.MSA $ 41,977.87 $ - $ 41,977.87
2023.MSA $ 42,914.88 $ - $ 42,914.88
2024.MSA $ 45,808.50 $ - $ 45,808.50
2025.MSA $ 45,927.48 $ - $ 45,927.48
Culver City Total $ 328,793.88 $ 116,761.92 $ 212,031.96 Diamond Bar 2018.MSA $ 44,456.87 $ - $ 44,456.87
2019.MSA $ 46,473.49 $ - $ 46,473.49
2020.MSA $ 50,198.62 $ - $ 50,198.62
2021.MSA $ 50,206.40 $ - $ 50,206.40
2022.MSA $ 52,783.78 $ - $ 52,783.78
2023.MSA $ 51,513.52 $ - $ 51,513.52
2024.MSA $ 54,986.92 $ - $ 54,986.92
2025.MSA $ 55,129.74 $ - $ 55,129.74
Diamond Bar Total $ 405,749.34 $ - $ 405,749.34
Downey 2018.MSA $ 82,045.02 $ - $ 82,045.02
2019.MSA $ 85,766.68 $ - $ 85,766.68
2020.MSA $ 92,641.39 $ - $ 92,641.39
2021.MSA $ 92,655.75 $ - $ 92,655.75
2022.MSA $ 97,412.30 $ - $ 97,412.30
2023.MSA $ 99,551.90 $ - $ 99,551.90
2024.MSA $ 106,264.38 $ - $ 106,264.38
2025.MSA $ 106,540.39 $ - $ 106,540.39
Downey Total $ 762,877.81 $ - $ 762,877.81
Duarte 2018.MSA $ 16,096.61 $ - $ 16,096.61
2019.MSA $ 16,826.77 $ - $ 16,826.77
2020.MSA $ 18,175.54 $ - $ 18,175.54
2021.MSA $ 18,178.35 $ - $ 18,178.35
2022.MSA $ 19,111.55 $ - $ 19,111.55
2023.MSA $ 19,333.57 $ - $ 19,333.57
2024.MSA $ 20,637.17 $ - $ 20,637.17
2025.MSA $ 20,690.77 $ - $ 20,690.77
Duarte Total $ 149,050.33 $ - $ 149,050.33
El Monte 2018.MSA $ 76,830.84 $ - $ 76,830.84
2019.MSA $ 80,315.98 $ - $ 80,315.98
2020.MSA $ 86,753.78 $ - $ 86,753.78
2021.MSA $ 86,767.23 $ - $ 86,767.23
2022.MSA $ 91,221.48 $ - $ 91,221.48
2023.MSA $ 88,940.15 $ - $ 88,940.15
2024.MSA $ 94,937.11 $ - $ 94,937.11
2025.MSA $ 95,183.70 $ - $ 95,183.70
Agency Year Allocation Committed Available
El Monte Total $ 700,950.27 $ - $ 700,950.27
Agency Year Allocation Committed Available
El Segundo 2018.MSA $ 23,185.55 $ - $ 23,185.55
2019.MSA $ 24,237.27 $ - $ 24,237.27
2020.MSA $ 26,180.04 $ - $ 26,180.04
2021.MSA $ 26,184.09 $ - $ 26,184.09
2022.MSA $ 27,528.27 $ - $ 27,528.27
2023.MSA $ 31,139.30 $ - $ 31,139.30
2024.MSA $ 33,238.92 $ - $ 33,238.92
2025.MSA $ 33,325.26 $ - $ 33,325.26
El Segundo Total $ 225,018.70 $ - $ 225,018.70
Gardena 2018.MSA $ 46,301.54 $ - $ 46,301.54
2019.MSA $ 48,401.83 $ - $ 48,401.83
2020.MSA $ 52,281.52 $ - $ 52,281.52
2021.MSA $ 52,289.63 $ - $ 52,289.63
2022.MSA $ 54,973.95 $ - $ 54,973.95
2023.MSA $ 55,201.38 $ - $ 55,201.38
2024.MSA $ 58,923.44 $ - $ 58,923.44
2025.MSA $ 59,076.49 $ - $ 59,076.49
Gardena Total $ 427,449.78 $ - $ 427,449.78
Glendale - (main) 2018.MSA $ 149,895.48 $ - $ 149,895.48 2019.MSA $ 156,694.93 $ - $ 156,694.93
2020.MSA $ 169,254.95 $ - $ 169,254.95
2021.MSA $ 169,281.20 $ - $ 169,281.20
2022.MSA $ 177,971.36 $ - $ 177,971.36
2023.MSA $ 176,736.13 $ - $ 176,736.13
2024.MSA $ 188,652.92 $ - $ 188,652.92
2025.MSA $ 189,142.92 $ - $ 189,142.92
Glendale - (main) Total $ 1,377,629.89 $ - $ 1,377,629.89 Glendora / UI Glendora 2018.MSA $ 39,810.52 $ 39,810.52 $ - 2019.MSA $ 41,616.37 $ 41,616.37 $ -
2020.MSA $ 44,952.17 $ 33,856.21 $ 11,095.96
2021.MSA $ 44,959.14 $ - $ 44,959.14
2022.MSA $ 47,267.14 $ - $ 47,267.14
2023.MSA $ 48,221.30 $ - $ 48,221.30
2024.MSA $ 51,472.71 $ - $ 51,472.71
2025.MSA $ 51,606.41 $ - $ 51,606.41
Glendora / UI Glendora Total $ 369,905.76 $ 115,283.10 $ 254,622.66 Hawaiian Gardens 2018.MSA $ 9,205.50 $ - $ 9,205.50
2019.MSA $ 9,623.07 $ - $ 9,623.07
2020.MSA $ 10,394.42 $ - $ 10,394.42
2021.MSA $ 10,396.03 $ - $ 10,396.03
2022.MSA $ 10,929.72 $ - $ 10,929.72
2023.MSA $ 10,885.25 $ - $ 10,885.25
2024.MSA $ 11,619.21 $ - $ 11,619.21
2025.MSA $ 11,649.39 $ - $ 11,649.39
Hawaiian Gardens Total $ 84,702.59 $ - $ 84,702.59
Hawthorne 2018.MSA $ 61,925.36 $ 61,925.36 $ -
2019.MSA $ 64,734.37 $ 17,762.75 $ 46,971.62
2020.MSA $ 69,923.22 $ - $ 69,923.22
2021.MSA $ 69,934.06 $ - $ 69,934.06
2022.MSA $ 73,524.17 $ - $ 73,524.17
2023.MSA $ 74,545.08 $ - $ 74,545.08
2024.MSA $ 79,571.43 $ - $ 79,571.43
2025.MSA $ 79,778.11 $ - $ 79,778.11
Hawthorne Total $ 573,935.80 $ 79,688.11 $ 494,247.69
Hermosa Beach 2018.MSA $ 16,115.92 $ - $ 16,115.92
2019.MSA $ 16,846.96 $ - $ 16,846.96
2020.MSA $ 18,197.34 $ - $ 18,197.34
2021.MSA $ 18,200.17 $ - $ 18,200.17
2022.MSA $ 19,134.48 $ - $ 19,134.48
2023.MSA $ 18,749.24 $ - $ 18,749.24
2024.MSA $ 20,013.44 $ - $ 20,013.44
2025.MSA $ 20,065.42 $ - $ 20,065.42
Agency Year Allocation Committed Available
Hermosa Beach Total $ 147,322.97 $ - $ 147,322.97
Agency Year Allocation Committed Available
Hidden Hills 2018.MSA $ 2,276.06 $ 2,276.06 $ -
2019.MSA $ 2,379.30 $ 2,379.30 $ -
2020.MSA $ 2,570.02 $ 542.91 $ 2,027.11
2021.MSA $ 2,570.42 $ - $ 2,570.42
2022.MSA $ 2,702.37 $ - $ 2,702.37
2023.MSA $ 2,529.60 $ - $ 2,529.60
2024.MSA $ 2,700.16 $ - $ 2,700.16
2025.MSA $ 2,707.17 $ - $ 2,707.17
Hidden Hills Total $ 20,435.10 $ 5,198.27 $ 15,236.83
Huntington Park 2018.MSA $ 38,902.37 $ - $ 38,902.37
2019.MSA $ 40,667.03 $ - $ 40,667.03
2020.MSA $ 43,926.73 $ - $ 43,926.73
2021.MSA $ 43,933.54 $ - $ 43,933.54
2022.MSA $ 46,188.90 $ - $ 46,188.90
2023.MSA $ 43,858.38 $ - $ 43,858.38
2024.MSA $ 46,815.62 $ - $ 46,815.62
2025.MSA $ 46,937.22 $ - $ 46,937.22
Huntington Park Total $ 351,229.79 $ - $ 351,229.79
Industry 2018.MSA $ 28,845.28 $ - $ 28,845.28
2019.MSA $ 30,153.74 $ - $ 30,153.74
2020.MSA $ 32,570.74 $ - $ 32,570.74
2021.MSA $ 32,575.79 $ - $ 32,575.79
2022.MSA $ 34,248.09 $ - $ 34,248.09
2023.MSA $ 44,893.48 $ - $ 44,893.48
2024.MSA $ 47,920.51 $ - $ 47,920.51
2025.MSA $ 48,044.98 $ - $ 48,044.98
Industry Total $ 299,252.61 $ - $ 299,252.61
Inglewood 2018.MSA $ 78,748.39 $ - $ 78,748.39
2019.MSA $ 82,320.52 $ - $ 82,320.52
2020.MSA $ 88,918.99 $ - $ 88,918.99
2021.MSA $ 88,932.78 $ - $ 88,932.78
2022.MSA $ 93,498.20 $ - $ 93,498.20
2023.MSA $ 92,288.70 $ - $ 92,288.70
2024.MSA $ 98,511.45 $ - $ 98,511.45
2025.MSA $ 98,767.33 $ - $ 98,767.33
Inglewood Total $ 721,986.36 $ - $ 721,986.36
Irwindale 2018.MSA $ 6,279.63 $ - $ 6,279.63
2019.MSA $ 6,564.48 $ - $ 6,564.48
2020.MSA $ 7,090.67 $ - $ 7,090.67
2021.MSA $ 7,091.77 $ - $ 7,091.77
2022.MSA $ 7,455.83 $ - $ 7,455.83
2023.MSA $ 10,274.88 $ - $ 10,274.88
2024.MSA $ 10,967.68 $ - $ 10,967.68
2025.MSA $ 10,996.17 $ - $ 10,996.17
Irwindale Total $ 66,721.11 $ - $ 66,721.11
La Cañada Flintridge 2018.MSA $ 18,615.45 $ - $ 18,615.45 2019.MSA $ 19,459.87 $ - $ 19,459.87
2020.MSA $ 21,019.69 $ - $ 21,019.69
2021.MSA $ 21,022.95 $ - $ 21,022.95
2022.MSA $ 22,102.18 $ - $ 22,102.18
2023.MSA $ 21,328.26 $ - $ 21,328.26
2024.MSA $ 22,766.36 $ - $ 22,766.36
2025.MSA $ 22,825.49 $ - $ 22,825.49
La Cañada Flintridge Total $ 169,140.25 $ - $ 169,140.25 LA County Department of Beaches and Harbors 2018.MSA $ 1,423,189.31 $ 266,096.08 $ 1,157,093.23 2019.MSA $ 1,487,746.90 $ - $ 1,487,746.90
2020.MSA $ 1,606,998.66 $ - $ 1,606,998.66
2021.MSA $ 1,607,247.81 $ - $ 1,607,247.81
2022.MSA $ 1,689,756.92 $ - $ 1,689,756.92
2023.MSA $ 1,695,493.45 $ - $ 1,695,493.45
2024.MSA $ 1,809,815.46 $ - $ 1,809,815.46
2025.MSA $ 1,814,516.27 $ - $ 1,814,516.27
Agency Year Allocation Committed Available
LA County Department of Beaches and Harbors Total $ 13,134,764.78 $ 266,096.08 $ 12,868,668.70 Agency Year Allocation Committed Available
LA County Dept Parks & Recreation (main) 2018.MSA $ 1,829,814.82 $ 1,829,814.82 $ - 2019.MSA $ 1,912,817.45 $ 1,912,817.45 $ -
2020.MSA $ 2,066,141.13 $ 2,066,141.13 $ -
2021.MSA $ 2,066,461.46 $ 2,066,461.46 $ -
2022.MSA $ 2,172,544.61 $ 2,172,544.61 $ -
2023.MSA $ 2,179,920.15 $ 2,179,920.15 $ -
2024.MSA $ 2,326,905.59 $ 167,766.16 $ 2,159,139.43
2025.MSA $ 2,332,949.50 $ - $ 2,332,949.50
LA County Dept Parks & Recreation (main) Total $ 16,887,554.71 $ 12,395,465.78 $ 4,492,088.93 La Habra Heights 2018.MSA $ 4,990.52 $ - $ 4,990.52
2019.MSA $ 5,216.90 $ - $ 5,216.90
2020.MSA $ 5,635.06 $ - $ 5,635.06
2021.MSA $ 5,635.94 $ - $ 5,635.94
2022.MSA $ 5,925.26 $ - $ 5,925.26
2023.MSA $ 5,747.86 $ - $ 5,747.86
2024.MSA $ 6,135.42 $ - $ 6,135.42
2025.MSA $ 6,151.36 $ - $ 6,151.36
La Habra Heights Total $ 45,438.32 $ - $ 45,438.32
La Mirada 2018.MSA $ 40,329.94 $ - $ 40,329.94
2019.MSA $ 42,159.35 $ - $ 42,159.35
2020.MSA $ 45,538.68 $ - $ 45,538.68
2021.MSA $ 45,545.74 $ - $ 45,545.74
2022.MSA $ 47,883.86 $ - $ 47,883.86
2023.MSA $ 47,967.25 $ - $ 47,967.25
2024.MSA $ 51,201.53 $ - $ 51,201.53
2025.MSA $ 51,334.52 $ - $ 51,334.52
La Mirada Total $ 371,960.87 $ - $ 371,960.87
La Puente 2018.MSA $ 25,990.00 $ 25,990.00 $ -
2019.MSA $ 27,168.94 $ 27,168.94 $ -
2020.MSA $ 29,346.69 $ 3,561.81 $ 25,784.88
2021.MSA $ 29,351.24 $ - $ 29,351.24
2022.MSA $ 30,858.01 $ - $ 30,858.01
2023.MSA $ 29,600.85 $ - $ 29,600.85
2024.MSA $ 31,596.75 $ - $ 31,596.75
2025.MSA $ 31,678.82 $ - $ 31,678.82
La Puente Total $ 235,591.30 $ 56,720.75 $ 178,870.55
La Verne / UI La Verne / UI Claremont 2018.MSA $ 25,287.07 $ - $ 25,287.07 2019.MSA $ 26,434.12 $ - $ 26,434.12
2020.MSA $ 28,552.97 $ - $ 28,552.97
2021.MSA $ 28,557.40 $ - $ 28,557.40
2022.MSA $ 30,023.41 $ - $ 30,023.41
2023.MSA $ 29,559.44 $ - $ 29,559.44
2024.MSA $ 31,552.55 $ - $ 31,552.55
2025.MSA $ 31,634.50 $ - $ 31,634.50
La Verne / UI La Verne / UI Claremont Total $ 231,601.46 $ - $ 231,601.46 Lakewood / UI Lakewood 2018.MSA $ 57,977.37 $ 57,977.37 $ - 2019.MSA $ 60,607.29 $ 60,607.29 $ -
2020.MSA $ 65,465.33 $ 65,465.33 $ -
2021.MSA $ 65,475.48 $ 65,475.48 $ -
2022.MSA $ 68,836.70 $ 68,836.70 $ -
2023.MSA $ 68,583.72 $ 30,374.35 $ 38,209.37
2024.MSA $ 73,208.11 $ - $ 73,208.11
2025.MSA $ 73,398.26 $ - $ 73,398.26
Lakewood / UI Lakewood Total $ 533,552.26 $ 348,736.52 $ 184,815.74 Lancaster - (main) 2018.MSA $ 121,035.91 $ - $ 121,035.91 2019.MSA $ 126,526.25 $ - $ 126,526.25
2020.MSA $ 136,668.08 $ - $ 136,668.08
2021.MSA $ 136,689.27 $ - $ 136,689.27
2022.MSA $ 143,706.30 $ - $ 143,706.30
2023.MSA $ 151,662.74 $ - $ 151,662.74
2024.MSA $ 161,888.90 $ - $ 161,888.90
2025.MSA $ 162,309.39 $ - $ 162,309.39
Agency Year Allocation Committed Available
Lancaster - (main) Total $ 1,140,486.84 $ - $ 1,140,486.84 Agency Year Allocation Committed Available
Lawndale 2018.MSA $ 21,786.34 $ - $ 21,786.34
2019.MSA $ 22,774.59 $ - $ 22,774.59
2020.MSA $ 24,600.11 $ - $ 24,600.11
2021.MSA $ 24,603.92 $ - $ 24,603.92
2022.MSA $ 25,866.98 $ - $ 25,866.98
2023.MSA $ 24,664.62 $ - $ 24,664.62
2024.MSA $ 26,327.68 $ - $ 26,327.68
2025.MSA $ 26,396.07 $ - $ 26,396.07
Lawndale Total $ 197,020.31 $ - $ 197,020.31
Lomita 2018.MSA $ 14,831.22 $ - $ 14,831.22
2019.MSA $ 15,503.99 $ - $ 15,503.99
2020.MSA $ 16,746.72 $ - $ 16,746.72
2021.MSA $ 16,749.32 $ - $ 16,749.32
2022.MSA $ 17,609.16 $ - $ 17,609.16
2023.MSA $ 17,491.73 $ - $ 17,491.73
2024.MSA $ 18,671.14 $ - $ 18,671.14
2025.MSA $ 18,719.64 $ - $ 18,719.64
Lomita Total $ 136,322.92 $ - $ 136,322.92
Long Beach (main) 2018.MSA $ 334,246.27 $ - $ 334,246.27 2019.MSA $ 349,408.09 $ - $ 349,408.09
2020.MSA $ 377,415.23 $ - $ 377,415.23
2021.MSA $ 377,473.74 $ - $ 377,473.74
2022.MSA $ 396,851.60 $ - $ 396,851.60
2023.MSA $ 396,444.93 $ - $ 396,444.93
2024.MSA $ 423,176.01 $ - $ 423,176.01
2025.MSA $ 424,275.17 $ - $ 424,275.17
Long Beach (main) Total $ 3,079,291.04 $ - $ 3,079,291.04 Los Angeles (main) 2018.MSA $ 2,937,252.15 $ 2,937,252.15 $ - 2019.MSA $ 3,070,489.48 $ 3,070,489.48 $ -
2020.MSA $ 3,316,607.46 $ 3,316,607.46 $ -
2021.MSA $ 3,317,121.66 $ 3,317,121.66 $ -
2022.MSA $ 3,487,408.28 $ 555,182.01 $ 2,932,226.27
2023.MSA $ 3,479,549.55 $ - $ 3,479,549.55
2024.MSA $ 3,714,165.11 $ - $ 3,714,165.11
2025.MSA $ 3,723,812.32 $ - $ 3,723,812.32
Los Angeles (main) Total $ 27,046,406.01 $ 13,196,652.76 $ 13,849,753.25 Los Angeles County Public Works 2018.MSA $ 406,625.52 $ - $ 406,625.52 2019.MSA $ 425,070.54 $ - $ 425,070.54
2020.MSA $ 459,142.47 $ - $ 459,142.47
2021.MSA $ 459,213.66 $ - $ 459,213.66
2022.MSA $ 482,787.69 $ - $ 482,787.69
2023.MSA $ 484,426.70 $ - $ 484,426.70
2024.MSA $ 517,090.13 $ - $ 517,090.13
2025.MSA $ 518,433.22 $ - $ 518,433.22
Los Angeles County Public Works Total $ 3,752,789.93 $ - $ 3,752,789.93 Los Cerritos Wetlands Authority 2018.MSA $ 67,770.92 $ 67,770.92 $ - 2019.MSA $ 70,845.09 $ 70,845.09 $ -
2020.MSA $ 76,523.75 $ 76,523.75 $ -
2021.MSA $ 76,535.61 $ 76,535.61 $ -
2022.MSA $ 80,464.62 $ 40,654.92 $ 39,809.70
2023.MSA $ 80,737.78 $ - $ 80,737.78
2024.MSA $ 86,181.69 $ - $ 86,181.69
2025.MSA $ 86,405.54 $ - $ 86,405.54
Los Cerritos Wetlands Authority Total $ 625,465.00 $ 332,330.29 $ 293,134.71 Lynwood / UI Lynwood 2018.MSA $ 45,386.26 $ - $ 45,386.26 2019.MSA $ 47,445.04 $ - $ 47,445.04
2020.MSA $ 51,248.04 $ - $ 51,248.04
2021.MSA $ 51,255.99 $ - $ 51,255.99
2022.MSA $ 53,887.24 $ - $ 53,887.24
2023.MSA $ 51,485.09 $ - $ 51,485.09
2024.MSA $ 54,956.58 $ - $ 54,956.58
2025.MSA $ 55,099.32 $ - $ 55,099.32
Agency Year Allocation Committed Available
Lynwood / UI Lynwood Total $ 410,763.56 $ - $ 410,763.56 Agency Year Allocation Committed Available
Malibu 2018.MSA $ 13,234.80 $ - $ 13,234.80
2019.MSA $ 13,835.15 $ - $ 13,835.15
2020.MSA $ 14,944.12 $ - $ 14,944.12
2021.MSA $ 14,946.44 $ - $ 14,946.44
2022.MSA $ 15,713.72 $ - $ 15,713.72
2023.MSA $ 13,275.97 $ - $ 13,275.97
2024.MSA $ 14,171.12 $ - $ 14,171.12
2025.MSA $ 14,207.93 $ - $ 14,207.93
Malibu Total $ 114,329.25 $ - $ 114,329.25
Manhattan Beach 2018.MSA $ 32,056.60 $ - $ 32,056.60
2019.MSA $ 33,510.72 $ - $ 33,510.72
2020.MSA $ 36,196.81 $ - $ 36,196.81
2021.MSA $ 36,202.42 $ - $ 36,202.42
2022.MSA $ 38,060.89 $ - $ 38,060.89
2023.MSA $ 37,541.30 $ - $ 37,541.30
2024.MSA $ 40,072.60 $ - $ 40,072.60
2025.MSA $ 40,176.69 $ - $ 40,176.69
Manhattan Beach Total $ 293,818.03 $ - $ 293,818.03
Maywood 2018.MSA $ 16,862.06 $ - $ 16,862.06
2019.MSA $ 17,626.94 $ - $ 17,626.94
2020.MSA $ 19,039.84 $ - $ 19,039.84
2021.MSA $ 19,042.80 $ - $ 19,042.80
2022.MSA $ 20,020.37 $ - $ 20,020.37
2023.MSA $ 18,411.48 $ - $ 18,411.48
2024.MSA $ 19,652.91 $ - $ 19,652.91
2025.MSA $ 19,703.96 $ - $ 19,703.96
Maywood Total $ 150,360.36 $ - $ 150,360.36
Monrovia 2018.MSA $ 29,117.31 $ 4,284.95 $ 24,832.36
2019.MSA $ 30,438.11 $ - $ 30,438.11
2020.MSA $ 32,877.90 $ - $ 32,877.90
2021.MSA $ 32,883.00 $ - $ 32,883.00
2022.MSA $ 34,571.07 $ - $ 34,571.07
2023.MSA $ 36,001.28 $ - $ 36,001.28
2024.MSA $ 38,428.74 $ - $ 38,428.74
2025.MSA $ 38,528.56 $ - $ 38,528.56
Monrovia Total $ 272,845.97 $ 4,284.95 $ 268,561.02
Montebello 2018.MSA $ 47,578.56 $ - $ 47,578.56
2019.MSA $ 49,736.78 $ - $ 49,736.78
2020.MSA $ 53,723.48 $ - $ 53,723.48
2021.MSA $ 53,731.81 $ - $ 53,731.81
2022.MSA $ 56,490.17 $ - $ 56,490.17
2023.MSA $ 58,633.88 $ - $ 58,633.88
2024.MSA $ 62,587.39 $ - $ 62,587.39
2025.MSA $ 62,749.96 $ - $ 62,749.96
Montebello Total $ 445,232.03 $ - $ 445,232.03
Monterey Park 2018.MSA $ 45,856.93 $ 45,856.93 $ -
2019.MSA $ 47,937.05 $ 41,632.10 $ 6,304.95
2020.MSA $ 51,779.49 $ - $ 51,779.49
2021.MSA $ 51,787.52 $ - $ 51,787.52
2022.MSA $ 54,446.07 $ - $ 54,446.07
2023.MSA $ 54,074.12 $ - $ 54,074.12
2024.MSA $ 57,720.18 $ - $ 57,720.18
2025.MSA $ 57,870.10 $ - $ 57,870.10
Monterey Park Total $ 421,471.46 $ 87,489.03 $ 333,982.43 Mountains Recreation and Conservation Authority 2018.MSA $ 1,084,334.71 $ 1,084,334.71 $ - 2019.MSA $ 1,133,521.45 $ 1,133,521.45 $ -
2020.MSA $ 1,224,379.93 $ 1,224,379.93 $ -
2021.MSA $ 1,224,569.76 $ 1,224,569.76 $ -
2022.MSA $ 1,287,433.84 $ 870,098.91 $ 417,334.93
2023.MSA $ 1,291,804.53 $ - $ 1,291,804.53
2024.MSA $ 1,378,907.01 $ - $ 1,378,907.01
2025.MSA $ 1,382,488.59 $ - $ 1,382,488.59
Agency Year Allocation Committed Available
Mountains Recreation and Conservation Authority Total $ 10,007,439.82 $ 5,536,904.76 $ 4,470,535.06 Agency Year Allocation Committed Available
Norwalk 2018.MSA $ 70,684.55 $ - $ 70,684.55
2019.MSA $ 73,890.89 $ - $ 73,890.89
2020.MSA $ 79,813.68 $ - $ 79,813.68
2021.MSA $ 79,826.06 $ - $ 79,826.06
2022.MSA $ 83,923.98 $ - $ 83,923.98
2023.MSA $ 81,743.62 $ - $ 81,743.62
2024.MSA $ 87,255.34 $ - $ 87,255.34
2025.MSA $ 87,481.98 $ - $ 87,481.98
Norwalk Total $ 644,620.10 $ - $ 644,620.10
Other Nonprofit 2018.MSA $ 609,938.27 $ 609,938.27 $ -
2019.MSA $ 637,605.82 $ 468,672.04 $ 168,933.78
2020.MSA $ 688,713.71 $ 558,258.33 $ 130,455.38
2021.MSA $ 688,820.49 $ - $ 688,820.49
2022.MSA $ 724,181.54 $ - $ 724,181.54
2023.MSA $ 726,640.05 $ - $ 726,640.05
2024.MSA $ 775,635.20 $ - $ 775,635.20
2025.MSA $ 777,649.83 $ - $ 777,649.83
Other Nonprofit Total $ 5,629,184.91 $ 1,636,868.64 $ 3,992,316.27 Palmdale - (main) 2018.MSA $ 115,967.08 $ - $ 115,967.08 2019.MSA $ 121,227.49 $ - $ 121,227.49
2020.MSA $ 130,944.59 $ - $ 130,944.59
2021.MSA $ 130,964.89 $ - $ 130,964.89
2022.MSA $ 137,688.06 $ - $ 137,688.06
2023.MSA $ 146,696.15 $ - $ 146,696.15
2024.MSA $ 156,587.43 $ - $ 156,587.43
2025.MSA $ 156,994.15 $ - $ 156,994.15
Palmdale - (main) Total $ 1,097,069.84 $ - $ 1,097,069.84 Palos Verdes Estates 2018.MSA $ 13,252.38 $ - $ 13,252.38 2019.MSA $ 13,853.52 $ - $ 13,853.52
2020.MSA $ 14,963.96 $ - $ 14,963.96
2021.MSA $ 14,966.28 $ - $ 14,966.28
2022.MSA $ 15,734.59 $ - $ 15,734.59
2023.MSA $ 14,686.18 $ - $ 14,686.18
2024.MSA $ 15,676.42 $ - $ 15,676.42
2025.MSA $ 15,717.14 $ - $ 15,717.14
Palos Verdes Estates Total $ 118,850.47 $ - $ 118,850.47 Paramount 2018.MSA $ 38,188.35 $ - $ 38,188.35
2019.MSA $ 39,920.62 $ - $ 39,920.62
2020.MSA $ 43,120.49 $ - $ 43,120.49
2021.MSA $ 43,127.18 $ - $ 43,127.18
2022.MSA $ 45,341.14 $ - $ 45,341.14
2023.MSA $ 44,796.79 $ - $ 44,796.79
2024.MSA $ 47,817.31 $ - $ 47,817.31
2025.MSA $ 47,941.51 $ - $ 47,941.51
Paramount Total $ 350,253.39 $ - $ 350,253.39
Pasadena - (main) 2018.MSA $ 117,568.82 $ - $ 117,568.82 2019.MSA $ 122,901.88 $ - $ 122,901.88
2020.MSA $ 132,753.20 $ - $ 132,753.20
2021.MSA $ 132,773.78 $ - $ 132,773.78
2022.MSA $ 139,589.81 $ - $ 139,589.81
2023.MSA $ 138,117.19 $ - $ 138,117.19
2024.MSA $ 147,430.02 $ - $ 147,430.02
2025.MSA $ 147,812.96 $ - $ 147,812.96
Pasadena - (main) Total $ 1,078,947.66 $ - $ 1,078,947.66 Pico Rivera 2018.MSA $ 45,337.44 $ 45,337.44 $ -
2019.MSA $ 47,394.00 $ 25,657.40 $ 21,736.60
2020.MSA $ 51,192.91 $ - $ 51,192.91
2021.MSA $ 51,200.85 $ - $ 51,200.85
2022.MSA $ 53,829.28 $ - $ 53,829.28
2023.MSA $ 53,401.52 $ - $ 53,401.52
2024.MSA $ 57,002.23 $ - $ 57,002.23
2025.MSA $ 57,150.28 $ - $ 57,150.28
Agency Year Allocation Committed Available
Pico Rivera Total $ 416,508.51 $ 70,994.84 $ 345,513.67 Agency Year Allocation Committed Available
Pomona - (main) 2018.MSA $ 108,744.26 $ - $ 108,744.26
2019.MSA $ 113,677.03 $ - $ 113,677.03
2020.MSA $ 122,788.92 $ - $ 122,788.92
2021.MSA $ 122,807.96 $ - $ 122,807.96
2022.MSA $ 129,112.39 $ - $ 129,112.39
2023.MSA $ 130,711.90 $ - $ 130,711.90
2024.MSA $ 139,525.41 $ - $ 139,525.41
2025.MSA $ 139,887.81 $ - $ 139,887.81
Pomona - (main) Total $ 1,007,255.68 $ - $ 1,007,255.68 Puente Hills Habitat Preservation Authority 2018.MSA $ 271,083.68 $ 271,083.68 $ - 2019.MSA $ 283,380.36 $ 283,380.36 $ -
2020.MSA $ 306,094.98 $ 161,359.92 $ 144,735.06
2021.MSA $ 306,142.44 $ - $ 306,142.44
2022.MSA $ 321,858.46 $ - $ 321,858.46
2023.MSA $ 322,951.13 $ - $ 322,951.13
2024.MSA $ 344,726.75 $ - $ 344,726.75
2025.MSA $ 345,622.15 $ - $ 345,622.15
Puente Hills Habitat Preservation Authority Total $ 2,501,859.95 $ 715,823.96 $ 1,786,035.99 Rancho Palos Verdes 2018.MSA $ 36,759.55 $ 20,585.72 $ 16,173.83 2019.MSA $ 38,427.01 $ - $ 38,427.01
2020.MSA $ 41,507.17 $ - $ 41,507.17
2021.MSA $ 41,513.60 $ - $ 41,513.60
2022.MSA $ 43,644.73 $ - $ 43,644.73
2023.MSA $ 41,763.43 $ - $ 41,763.43
2024.MSA $ 44,579.41 $ - $ 44,579.41
2025.MSA $ 44,695.20 $ - $ 44,695.20
Rancho Palos Verdes Total $ 332,890.10 $ 20,585.72 $ 312,304.38 Redondo Beach 2018.MSA $ 55,399.32 $ - $ 55,399.32
2019.MSA $ 57,912.30 $ - $ 57,912.30
2020.MSA $ 62,554.31 $ - $ 62,554.31
2021.MSA $ 62,564.01 $ - $ 62,564.01
2022.MSA $ 65,775.78 $ - $ 65,775.78
2023.MSA $ 66,449.35 $ - $ 66,449.35
2024.MSA $ 70,929.83 $ - $ 70,929.83
2025.MSA $ 71,114.07 $ - $ 71,114.07
Redondo Beach Total $ 512,698.97 $ - $ 512,698.97
Rolling Hills 2018.MSA $ 2,089.05 $ - $ 2,089.05
2019.MSA $ 2,183.81 $ - $ 2,183.81
2020.MSA $ 2,358.85 $ - $ 2,358.85
2021.MSA $ 2,359.22 $ - $ 2,359.22
2022.MSA $ 2,480.33 $ - $ 2,480.33
2023.MSA $ 2,229.80 $ - $ 2,229.80
2024.MSA $ 2,380.15 $ - $ 2,380.15
2025.MSA $ 2,386.33 $ - $ 2,386.33
Rolling Hills Total $ 18,467.54 $ - $ 18,467.54
Rolling Hills Estates / UI Westfield 2018.MSA $ 7,948.21 $ - $ 7,948.21 2019.MSA $ 8,308.75 $ - $ 8,308.75
2020.MSA $ 8,974.75 $ - $ 8,974.75
2021.MSA $ 8,976.14 $ - $ 8,976.14
2022.MSA $ 9,436.93 $ - $ 9,436.93
2023.MSA $ 9,416.52 $ - $ 9,416.52
2024.MSA $ 10,051.44 $ - $ 10,051.44
2025.MSA $ 10,077.55 $ - $ 10,077.55
Rolling Hills Estates / UI Westfield Total $ 73,190.29 $ - $ 73,190.29 Rosemead 2018.MSA $ 37,147.68 $ - $ 37,147.68
2019.MSA $ 38,832.74 $ - $ 38,832.74
2020.MSA $ 41,945.42 $ - $ 41,945.42
2021.MSA $ 41,951.92 $ - $ 41,951.92
2022.MSA $ 44,105.55 $ - $ 44,105.55
2023.MSA $ 42,447.94 $ - $ 42,447.94
2024.MSA $ 45,310.08 $ - $ 45,310.08
2025.MSA $ 45,427.77 $ - $ 45,427.77
Agency Year Allocation Committed Available
Rosemead Total $ 337,169.10 $ - $ 337,169.10
Agency Year Allocation Committed Available
San Dimas / UI San Dimas 2018.MSA $ 27,842.17 $ - $ 27,842.17 2019.MSA $ 29,105.13 $ - $ 29,105.13
2020.MSA $ 31,438.07 $ - $ 31,438.07
2021.MSA $ 31,442.95 $ - $ 31,442.95
2022.MSA $ 33,057.09 $ - $ 33,057.09
2023.MSA $ 33,461.63 $ - $ 33,461.63
2024.MSA $ 35,717.85 $ - $ 35,717.85
2025.MSA $ 35,810.62 $ - $ 35,810.62
San Dimas / UI San Dimas Total $ 257,875.51 $ - $ 257,875.51 San Fernando 2018.MSA $ 17,022.04 $ 1,430.98 $ 15,591.06 2019.MSA $ 17,794.18 $ - $ 17,794.18
2020.MSA $ 19,220.49 $ - $ 19,220.49
2021.MSA $ 19,223.47 $ - $ 19,223.47
2022.MSA $ 20,210.32 $ - $ 20,210.32
2023.MSA $ 20,077.62 $ - $ 20,077.62
2024.MSA $ 21,431.39 $ - $ 21,431.39
2025.MSA $ 21,487.06 $ - $ 21,487.06
San Fernando Total $ 156,466.57 $ 1,430.98 $ 155,035.59 San Gabriel 2018.MSA $ 29,138.70 $ 29,138.70 $ -
2019.MSA $ 30,460.47 $ 11,199.60 $ 19,260.87
2020.MSA $ 32,902.06 $ - $ 32,902.06
2021.MSA $ 32,907.16 $ - $ 32,907.16
2022.MSA $ 34,596.47 $ - $ 34,596.47
2023.MSA $ 33,907.19 $ - $ 33,907.19
2024.MSA $ 36,193.45 $ - $ 36,193.45
2025.MSA $ 36,287.46 $ - $ 36,287.46
San Gabriel Total $ 266,392.96 $ 40,338.30 $ 226,054.66 San Marino 2018.MSA $ 12,419.73 $ 3,443.14 $ 8,976.59
2019.MSA $ 12,983.10 $ - $ 12,983.10
2020.MSA $ 14,023.78 $ - $ 14,023.78
2021.MSA $ 14,025.95 $ - $ 14,025.95
2022.MSA $ 14,745.98 $ - $ 14,745.98
2023.MSA $ 13,456.81 $ - $ 13,456.81
2024.MSA $ 14,364.17 $ - $ 14,364.17
2025.MSA $ 14,401.48 $ - $ 14,401.48
San Marino Total $ 110,421.00 $ 3,443.14 $ 106,977.86
Santa Clarita - (main) 2018.MSA $ 172,032.85 $ 172,032.85 $ - 2019.MSA $ 179,836.47 $ 179,836.47 $ -
2020.MSA $ 194,251.44 $ 194,251.44 $ -
2021.MSA $ 194,281.55 $ 194,281.55 $ -
2022.MSA $ 204,255.12 $ 204,255.12 $ -
2023.MSA $ 213,957.82 $ 208,972.78 $ 4,985.04
2024.MSA $ 228,384.35 $ - $ 228,384.35
2025.MSA $ 228,977.56 $ - $ 228,977.56
Santa Clarita - (main) Total $ 1,615,977.16 $ 1,153,630.21 $ 462,346.95 Santa Clarita Watershed Recreation and Conservation Authority 2018.MSA $ 135,541.84 $ 135,541.84 $ - 2019.MSA $ 141,690.18 $ 141,690.18 $ -
2020.MSA $ 153,047.49 $ 153,047.00 $ 0.49
2021.MSA $ 153,071.22 $ - $ 153,071.22
2022.MSA $ 160,929.23 $ - $ 160,929.23
2023.MSA $ 161,475.57 $ - $ 161,475.57
2024.MSA $ 172,363.38 $ - $ 172,363.38
2025.MSA $ 172,811.07 $ - $ 172,811.07
Santa Clarita Watershed Recreation and Conservation Authority Total $ 1,250,929.98 $ 430,279.02 $ 820,650.96 Santa Fe Springs 2018.MSA $ 32,936.33 $ - $ 32,936.33
2019.MSA $ 34,430.36 $ - $ 34,430.36
2020.MSA $ 37,190.16 $ - $ 37,190.16
2021.MSA $ 37,195.92 $ - $ 37,195.92
2022.MSA $ 39,105.40 $ - $ 39,105.40
2023.MSA $ 44,465.70 $ - $ 44,465.70
2024.MSA $ 47,463.88 $ - $ 47,463.88
2025.MSA $ 47,587.17 $ - $ 47,587.17
Agency Year Allocation Committed Available
Santa Fe Springs Total $ 320,374.92 $ - $ 320,374.92
Agency Year Allocation Committed Available
Santa Monica 2018.MSA $ 80,681.19 $ - $ 80,681.19
2019.MSA $ 84,340.99 $ - $ 84,340.99
2020.MSA $ 91,101.42 $ - $ 91,101.42
2021.MSA $ 91,115.54 $ - $ 91,115.54
2022.MSA $ 95,793.02 $ - $ 95,793.02
2023.MSA $ 95,435.98 $ - $ 95,435.98
2024.MSA $ 101,870.94 $ - $ 101,870.94
2025.MSA $ 102,135.54 $ - $ 102,135.54
Santa Monica Total $ 742,474.62 $ - $ 742,474.62
Sierra Madre 2018.MSA $ 9,070.66 $ - $ 9,070.66
2019.MSA $ 9,482.12 $ - $ 9,482.12
2020.MSA $ 10,242.17 $ - $ 10,242.17
2021.MSA $ 10,243.75 $ - $ 10,243.75
2022.MSA $ 10,769.62 $ - $ 10,769.62
2023.MSA $ 10,511.09 $ - $ 10,511.09
2024.MSA $ 11,219.82 $ - $ 11,219.82
2025.MSA $ 11,248.96 $ - $ 11,248.96
Sierra Madre Total $ 82,788.19 $ - $ 82,788.19
Signal Hill 2018.MSA $ 10,455.60 $ - $ 10,455.60
2019.MSA $ 10,929.88 $ - $ 10,929.88
2020.MSA $ 11,805.97 $ - $ 11,805.97
2021.MSA $ 11,807.80 $ - $ 11,807.80
2022.MSA $ 12,413.96 $ - $ 12,413.96
2023.MSA $ 13,303.61 $ - $ 13,303.61
2024.MSA $ 14,200.63 $ - $ 14,200.63
2025.MSA $ 14,237.51 $ - $ 14,237.51
Signal Hill Total $ 99,154.96 $ - $ 99,154.96
South El Monte / UI El Monte / UI Whittier 2018.MSA $ 17,663.73 $ - $ 17,663.73 2019.MSA $ 18,464.98 $ - $ 18,464.98
2020.MSA $ 19,945.06 $ - $ 19,945.06
2021.MSA $ 19,948.15 $ - $ 19,948.15
2022.MSA $ 20,972.20 $ - $ 20,972.20
2023.MSA $ 20,617.50 $ - $ 20,617.50
2024.MSA $ 22,007.67 $ - $ 22,007.67
2025.MSA $ 22,064.84 $ - $ 22,064.84
South El Monte / UI El Monte / UI Whittier Total $ 161,684.13 $ - $ 161,684.13 South Gate 2018.MSA $ 63,593.76 $ - $ 63,593.76
2019.MSA $ 66,478.45 $ - $ 66,478.45
2020.MSA $ 71,807.09 $ - $ 71,807.09
2021.MSA $ 71,818.23 $ - $ 71,818.23
2022.MSA $ 75,505.06 $ - $ 75,505.06
2023.MSA $ 74,412.63 $ - $ 74,412.63
2024.MSA $ 79,430.05 $ - $ 79,430.05
2025.MSA $ 79,636.36 $ - $ 79,636.36
South Gate Total $ 582,681.63 $ - $ 582,681.63
South Pasadena 2018.MSA $ 20,185.65 $ - $ 20,185.65
2019.MSA $ 21,101.30 $ - $ 21,101.30
2020.MSA $ 22,792.69 $ - $ 22,792.69
2021.MSA $ 22,796.23 $ - $ 22,796.23
2022.MSA $ 23,966.49 $ - $ 23,966.49
2023.MSA $ 24,006.05 $ - $ 24,006.05
2024.MSA $ 25,624.71 $ - $ 25,624.71
2025.MSA $ 25,691.26 $ - $ 25,691.26
South Pasadena Total $ 186,164.38 $ - $ 186,164.38
Temple City 2018.MSA $ 26,311.78 $ - $ 26,311.78
2019.MSA $ 27,505.31 $ - $ 27,505.31
2020.MSA $ 29,710.03 $ - $ 29,710.03
2021.MSA $ 29,714.63 $ - $ 29,714.63
2022.MSA $ 31,240.05 $ - $ 31,240.05
2023.MSA $ 31,013.16 $ - $ 31,013.16
2024.MSA $ 33,104.29 $ - $ 33,104.29
2025.MSA $ 33,190.27 $ - $ 33,190.27
Agency Year Allocation Committed Available
Temple City Total $ 241,789.52 $ - $ 241,789.52
Agency Year Allocation Committed Available
Torrance (main) 2018.MSA $ 122,214.41 $ - $ 122,214.41
2019.MSA $ 127,758.20 $ - $ 127,758.20
2020.MSA $ 137,998.78 $ - $ 137,998.78
2021.MSA $ 138,020.18 $ - $ 138,020.18
2022.MSA $ 145,105.53 $ - $ 145,105.53
2023.MSA $ 144,174.10 $ - $ 144,174.10
2024.MSA $ 153,895.33 $ - $ 153,895.33
2025.MSA $ 154,295.06 $ - $ 154,295.06
Torrance (main) Total $ 1,123,461.59 $ - $ 1,123,461.59 Vernon / UI Vernon 2018.MSA $ 19,197.57 $ - $ 19,197.57 2019.MSA $ 20,068.40 $ - $ 20,068.40
2020.MSA $ 21,677.00 $ - $ 21,677.00
2021.MSA $ 21,680.36 $ - $ 21,680.36
2022.MSA $ 22,793.34 $ - $ 22,793.34
2023.MSA $ 26,448.33 $ - $ 26,448.33
2024.MSA $ 28,231.66 $ - $ 28,231.66
2025.MSA $ 28,304.99 $ - $ 28,304.99
Vernon / UI Vernon Total $ 188,401.65 $ - $ 188,401.65
Walnut 2018.MSA $ 24,145.36 $ 24,145.36 $ -
2019.MSA $ 25,240.62 $ 8,638.53 $ 16,602.09
2020.MSA $ 27,263.81 $ - $ 27,263.81
2021.MSA $ 27,268.03 $ - $ 27,268.03
2022.MSA $ 28,667.85 $ - $ 28,667.85
2023.MSA $ 27,186.62 $ - $ 27,186.62
2024.MSA $ 29,019.73 $ - $ 29,019.73
2025.MSA $ 29,095.11 $ - $ 29,095.11
Walnut Total $ 217,887.13 $ 32,783.89 $ 185,103.24
Watershed Conservation Authority 2018.MSA $ 698,040.47 $ - $ 698,040.47 2019.MSA $ 729,704.43 $ - $ 729,704.43
2020.MSA $ 788,194.58 $ - $ 788,194.58
2021.MSA $ 788,316.78 $ - $ 788,316.78
2022.MSA $ 828,785.54 $ - $ 828,785.54
2023.MSA $ 831,599.17 $ - $ 831,599.17
2024.MSA $ 887,671.39 $ - $ 887,671.39
2025.MSA $ 889,977.03 $ - $ 889,977.03
Watershed Conservation Authority Total $ 6,442,289.39 $ - $ 6,442,289.39 West Covina 2018.MSA $ 78,155.33 $ - $ 78,155.33
2019.MSA $ 81,700.55 $ - $ 81,700.55
2020.MSA $ 88,249.33 $ - $ 88,249.33
2021.MSA $ 88,263.01 $ - $ 88,263.01
2022.MSA $ 92,794.05 $ - $ 92,794.05
2023.MSA $ 94,126.18 $ - $ 94,126.18
2024.MSA $ 100,472.82 $ - $ 100,472.82
2025.MSA $ 100,733.79 $ - $ 100,733.79
West Covina Total $ 724,495.06 $ - $ 724,495.06
West Hollywood 2018.MSA $ 31,211.86 $ - $ 31,211.86
2019.MSA $ 32,627.67 $ - $ 32,627.67
2020.MSA $ 35,242.97 $ - $ 35,242.97
2021.MSA $ 35,248.44 $ - $ 35,248.44
2022.MSA $ 37,057.94 $ - $ 37,057.94
2023.MSA $ 37,039.68 $ - $ 37,039.68
2024.MSA $ 39,537.16 $ - $ 39,537.16
2025.MSA $ 39,639.85 $ - $ 39,639.85
West Hollywood Total $ 287,605.57 $ - $ 287,605.57
Westlake Village 2018.MSA $ 9,691.28 $ - $ 9,691.28
2019.MSA $ 10,130.89 $ - $ 10,130.89
2020.MSA $ 10,942.94 $ - $ 10,942.94
2021.MSA $ 10,944.63 $ - $ 10,944.63
2022.MSA $ 11,506.48 $ - $ 11,506.48
2023.MSA $ 11,853.77 $ - $ 11,853.77
2024.MSA $ 12,653.03 $ - $ 12,653.03
2025.MSA $ 12,685.89 $ - $ 12,685.89
Agency Year Allocation Committed Available
Westlake Village Total $ 90,408.91 $ - $ 90,408.91
Agency Year Allocation Committed Available
Whittier 2018.MSA $ 64,801.89 $ - $ 64,801.89
2019.MSA $ 67,741.38 $ - $ 67,741.38
2020.MSA $ 73,171.25 $ - $ 73,171.25
2021.MSA $ 73,182.60 $ - $ 73,182.60
2022.MSA $ 76,939.47 $ - $ 76,939.47
2023.MSA $ 76,385.80 $ - $ 76,385.80
2024.MSA $ 81,536.27 $ - $ 81,536.27
2025.MSA $ 81,748.05 $ - $ 81,748.05
Whittier Total $ 595,506.71 $ - $ 595,506.71
Grand Total $ 125,092,997.75 $ 37,444,518.44 $ 87,648,479.31 Agency Year Allocation Committed Available
CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, January 6, 2026, 5:00 PM
CONSENT 24. To: Honorable Mayor and City Council From: William Jefferson, Director of Finance FIN Business License Revenue Subject: CONSIDER AWARDING AND APPROVING A CONTRACT SERVICES AGREEMENT WITHMATRIX CONSULTING GROUP, LTD FOR FULL COST ALLOCATION PLAN AND COMPREHENSIVE USER FEESTUDY SERVICES (CITY COUNCIL) I. SUMMARY
This item recommends that the City Council award a Contract Services Agreement to Matrix Consulting Group, Ltd for full cost allocation plan and comprehensive user fee study services, pursuant to a competitive proposal process.

The proposed contract is for a five-year term beginning January 20, 2026, and ending January 20, 2031, (unless terminated earlier in accordance with the termination provisions of the contract).

Approval of the recommendation (Recommendation Item 1-2, below) would approve the proposed Contract Services Agreement with Matrix Consulting Group, Ltd for full cost allocation plan and comprehensive user fee study services, at a total not-to-exceed amount of $108,000 (see Exhibit No. 1).

On October 23, 2025, City staff issued a Request for Proposal (RFP) for Comprehensive User Fee Study. Two proposals were received and evaluated. Based on the scoring criteria set forth in the RFP (Exhibit No. 2) pursuant to Carson Municipal Code 2611 (c) (Professional Services Procurement), Matrix Consulting Group, Ltd was identified as the highest-ranking proposer. Staff recommends awarding the new five-year contract to Matrix Consulting Group, Ltd.

II. RECOMMENDATION
TAKE the following action:

1. APPROVE the proposed Contract Services Agreement with Matrix Consulting Group, Ltd for full cost allocation plan and comprehensive user fee study services for a five-year term, for a not-to-exceed Contract Sum of $108,000. (Exhibit No. 1; the agreement); and

2. AUTHORIZE the Mayor to execute the Agreement following approval as to form by the City Attorney.

III. ALTERNATIVES
TAKE another action the City Council deems appropriate, consistent with the requirements of the law.

IV. BACKGROUND
In 2020, the City of Carson (City) hired an independent financial consultant firm specializing in government/public sector fee analysis to perform a Comprehensive Fee Study and Cost Allocation for the City. The fee study is performed to ensure continued proper cost recovery of fees charged. The City’s cost allocation plan is an integral part of the user fee process, as indirect overhead costs included within each user fee are determined, in part, based on results of the cost allocation plan study.

On October 23, 2025, the City of Carson issued a Request for Proposals (RFP) to award an agreement for full cost allocation plan and comprehensive user fee study services. Two proposals were received. A three-person evaluation panel comprised of the Deputy City Manager, Finance Director, and Revenue Manager reviewed and scored the proposals. The evaluation panel selected based on the scoring criteria set forth in the RFP (Exhibit No. 2). The proposal from Matrix Consulting Group, Ltd (Exhibit No. 3) received the highest overall score. A summary of the average evaluation scores for both proposals is provided below.

Matrix Consulting Group, Ltd. – 95
MGT Impact Solutions, LLC– 88
As outlined in their proposal and the proposed contract, Matrix Consulting Group, Ltd will work with the City of Carson to provide a full cost allocation plan and a comprehensive user fee study services.

Procurement Standard
Carson Municipal Code (CMC) Section 2611 (c) (1) states, in part, provides that the procurement of professional services shall be based on demonstrated competence, the professional qualifications necessary for satisfactory performance of the required services, and a fair and reasonable price, after notice to a number of potential offerors adequate to permit reasonable competition consistent with the nature and requirements of the procurement. The proposed services are professional services, so the award is required to be made in accordance with CMC Section 2611 (c). The proposed award of the contract to Matrix Consulting Group, Ltd is consistent with this procurement standard.

V. FISCAL IMPACT
If the City Council approves the proposed contract with Matrix Consulting Group, Ltd, the fiscal impact would be $108,000 over the full 5-year contract period. Funding for this agreement would be allocated from Finance’s Department budget for professional services, under Budget code 101-60-640-101-6004.

VI. EXHIBITS

1. RFP 25-046

2. Matrix Consulting Group Proposal

3. Matrix Consulting Agreement for Fee Study Services

Attachments
RFP 25-046.pdf
Matrix Consulting Group Proposal.pdf
Matrix Consulting Agreement for Fee Study Services.pdf
1 CITY OF CARSON
NOTICE OF REQUEST FOR PROPOSALS (RFP): # 25-046
Notice is hereby given that the Purchasing Manager is seeking proposals for:

COMPREHENSIVE USER FEE STUDY
ISSUE DATE: 10/23/2025
Q&A DEADLINE: 10/30/2025 by 10:00 AM
RFP DEADLINE: 11/20/2025 by 9:00 AM
Register as a vendor and submit electronic responses via PlanetBids:
https
://www.planetbids.com/portal/portal.cfm?CompanyID=32461.

N
o late responses will be accepted. Any response for this solicitation not submitted through PlanetBids is unauthorized and will be considered invalid. Any attempt to lobby members of the Carson City Council, or City of Carson staff during the release of the solicitation and the announcement of the award determination, may result in disqualification from the selection process.

To view other bidding opportunities from the City of Carson, please visit:
https://ci.carson.ca.us/Finance/Bidding.aspx.

Josilla T
ogiola, Purchasing Manager

2 A. SUMMARY
The City of Carson (“City”) is seeking proposals from qualified firms to provide a Comprehensive User Fee and Cost Allocation Plan update. The selected firm will review and recommend adjustments to fee studies, identify new fee opportunities, develop detailed cost models, and provide clear reporting and presentations to City management and Council. The ideal proposer will have extensive experience in local government finance, particularly in California, and demonstrate expertise in cost recovery compliance, financial modeling, and public sector fee- setting practices.

Thi
s solicitation may result in a single award or multiple awards, at the sole discretion of the City, bas
ed on proposer qualifications, expertise, capacity, and the City’s evolving needs. The City anticipates awarding within 90 days of the proposal deadline; however, additional time may be r
equired to complete a thorough evaluation and negotiation process. The intended term of any resulting agreement is 5 years from the commencement date.

B. B

ACKGROUND
Incorporated as a general law city on February 20, 1968, the City of Carson became a California c
harter city on November 6, 2018, following voter approval. As one of the youngest municipalities in the South Bay region of Los Angeles County, Carson has grown significantly —from a population of 61,000 in 1968 to nearly 100,000 residents today. The City spans 19.2 square miles and is located less than 20 miles south of downtown Los Angeles.

C
arson is a culturally diverse and strategically located community with exceptional accessibility .

The C
ity is served by four major freeways—the Harbor (110), San Diego (405), Artesia (91), and Long
Beach (710) —and is conveniently near Los Angeles International Airport, Long Beac h A
irport, the Port of Los Angeles, and the Port of Long Beach. Public transportation options include the MTA Bus Line and the City-operated Carson Circuit, providing efficient local transit.

K
nown for its modern infrastructure and business-friendly environment, Carson is home to major petrochemical, electronics, automotive, aerospace, trucking, and high -tech industries. Many companies headquartered here have received regional and local beautification awards. Through strong public-private partnerships, Carson continues to foster economic vitality and a promising future.

C. G

ENERAL RFP POLICIES
The City of Carson reserves the right to modify this Request for Proposals (RFP) at its sole discretion. Any revisions or clarifications will be issued in writing through official addenda via PlanetBids. Oral communications or modifications will not be recognized. All addenda releas ed
dur
ing the solicitation period shall become part of this RFP.

P
roposals must be submitted electronically through the City’s online bid management system (PlanetBids) by the specified due date and time. The City reserves the right to take any action deemed to be in its best interest.

P
roposals may be withdrawn without penalty prior to the deadline by selecting the “Withdraw” option on Planet Bids. Once the deadline has passed and proposals are opened by the Purchasing Manager or designee, submissions may not be withdrawn for a period of ninety (90) calendar days.

N
o contract shall exist unless and until the City Council formally awards a contract and full 3 execution has occurred. If awarded, the contract is anticipated to be executed within approximately ninety (90) calendar days following the proposal due date.

Unless otherwise stated, all proposal documents must be submitted in PDF format. It is the sole responsibility of the proposer to ensure that all documents are properly formatted, complete, and successfully uploaded to the City’s online bid system. Incompl ete, corrupted, or unreadable submissions may be deemed nonresponsive.

For technical assistance with electronic submission (e.g., vendor registration, document upload, password reset, bid confirmation), proposers must contact PlanetBids directly at (818) 992-1771.

All questions or requests for clarification regarding this RFP must be submitted electronically through PlanetBids by the deadline specified in the RFP. Direct contact with City personnel or elected officials regarding this RFP is strictly prohibited. Any response not provided through PlanetBids is considered unauthorized and invalid.

Proposers are solely responsible for ensuring timely submission. Late proposals will not be accepted—no exceptions. A confirmation number with timestamp will be issued by PlanetBids upon successful submission. Only proposals with a verified timestamp will be considered.

This RFP does not commit the City of Carson to award a contract or to reimburse any costs incurred in the preparation or submission of a response. All materials submitted become the property of the City.

NOTE: E-bids are sealed and cannot be viewed by the City until the official closing date and time.

To withdraw a submission before the deadline, return to the PlanetBids portal and select the “Withdraw” option.

D. CITY’S RIGHTS RESERVED
The City reserves the right, at its sole discretion to:

1. Accept or reject any or all proposals, in whole or in part, and to waive any informalities or irregularities in the proposals.

2. Request clarification, correction, or additional information from any proposer regarding their submittal.

3. Conduct interviews or presentations with one or more of the highest-ranked proposers prior to making a final selection.

4. Reject non-conforming, non-responsive, or conditional proposals including any proposer who has previously failed to perform properly, has a record of noncompliance with contract requirements, or has engaged in conduct that may affect the proposer’s ability to perform responsibly;

5. Reissue the RFP, in whole or in part, or issue a modified solicitation as deemed necessary.

6. Select the proposal that best meets the City’s needs and represents the best overall value.

7. Negotiate contract terms, including scope, schedule, and compensation, with the tentatively selected proposer(s).

8. Award a contract or contracts based solely on written proposals, without interviews; and

9. Modify or clarify evaluation criteria or procedures prior to commencing the evaluation process, with appropriate notice to all proposers.

10. Award contracts to more than one proposer if such action is determined to be advantageous to the City.

11. Withhold award or not award a contract if the proposals received do not meet the City’s needs, if funding changes, or if the City’s needs change.

12. Take any action it deems necessary to protect the City’s interests, including actions not 4 specifically described in this section but permitted by law; and to

13. Cancel, postpone, or extend the RFP process at any time prior to contract award, wi thout l
iability of obligation to any proposer.

E. PR

OPOSAL SUBMISSION
All proposals in response to this RFP must be submitted electronically via PlanetBids no later than the due date and time established on the cover page of this solicitation document. All proposal submission documents must be signed and dated by an official authorized to legally bind the
entity and enter into a contract. All proposal submission documents shall be uploaded in PDF for
mat.

It i
s the sole responsibility of the bidder to ensure sufficient time to prepare, scan, and upload your documents into PlanetBids prior to the deadline, as the system will lock and not allow entry of bids after the designated deadline. Any technical questions regarding the use of PlanetBids must be directed to PlanetBids
.

Fai
lure to include all required Sections and Attachments may result in a proposal being deemed nonresponsive. All proposals shall include the following, at minimum:

1. R
equired Proposal Sections – Proposals shall not exceed 20 pages, Cost File and Required General Attachments are not to be included in the proposal page limit.  Cover Letter and Company Profile – Signed by an officer of the firm authorized to execute a contract with the City. The primary contact’s name, phone number, email, and maili ng addr
ess shall also be included.
 P
roposer Qualifications – Summarize the qualifications of the Proposer. Include general information such as, but not limited to, the number of years in business, areas of expertise, etc
.
 K
ey Staff and Team – identify Key Staff that will be assigned to the project and include a description of their skills, qualifications, and experience. Include a proposed project structure and organization char
t.
 P
roject Understanding – Demonstrate an understanding of the Scope, key goals, and objectives.
 P
roject Approach and Work Plan – Include a detailed work approach and methodology , i
ncorporating project stages, deliverables, project milestones, project timeline, and any other necessary information required to complete the Scope of Services.  S
ubcontractor List (if applicable) – Include a list of subcontractors, if applicable, that will be utilized to complete the Scope of Work. Identify the subcontractor’s qualifications and extent of work to be performed by each subcontractor. Include a summary of the
s
ubcontractor’s qualifications, key personnel, primary contact name, phone number , and em
ail.
• The
majority of the work as required herein must be performed by the awarded contractor.

The work may not be subcontracted to another contractor unless the subcontractor has been i
ncluded in the Proposal, or a substitution has been approved in writing by the City’s Contracting Officer in advance of work performed.

2. C
ost File – Attached as Exhibit C
 Cost File
A
ll cost information must be:
• Completed using the official Cost File form provided (Attached as Exhibit C) • Entered directly into the PlanetBids system as line items, if applicable.

Failure to complete both steps may result in your bid being deemed non-responsive. 5 • Bidder shall provide everything necessary, at their own expense, to deliver the required products and services. This includes, but is not limited to, labor, preparation work, materials, supplies, parts, tools, and equipment. The lump sum bid price must encompass all necessary materials, labor, and fees required to fulfill the contract obligations. • All permits, licenses, and fees must be obtained and paid for solely by the awarded Bidder. • The City is exempt from federal taxes; therefore, federal taxes must not be included in the bid pr
ice. However, the City is required to pay applicable sales tax on purchases, which must be included as a separate line item within the total bid price. • The following additional charges will not be allowed under this contract: fuel surcharges , m
ileage rates, fines, entertainment, advertising, or any other costs deemed inappropriate for reimbursement with public funds.

3. R
equired General Attachments – Attached as Exhibit A
 Bidder/Proposer Affidavit
 Affidavit of Non-Collusion and Non-Discrimination
 Affidavit of Non-Federal Lobbyist Requirement
 Debarment and Suspension Certification
 Acknowledgment of Insurance Endorsements – Insurance requirements are outlined in Section 5.1 of the City’s Form Contract (Attached as Exhibit B)  Client Reference List
 W9
 Modifications to the City’s Form Contract (Attached as Exhibit B) • Proposers requesting modification to the City’s Form Contract (Attached as Exhibit B) shall include a redlined version at the time of submission for the City’s consideration. • A
ward is based on a successful negotiation. Failure of the City and any proposer to reach a mutual agreement regarding the Contract or any other portions of the award, may resul t i
n the City moving to negotiation with another proposer.

F. Q

UESTIONS AND ADDENDA
A
ny requests for clarification or other questions must be submitted via PlanetBids using the Q&A tab no later than the date and time established on the cover page of this solicitation document.

No verbal requests or requests made in any other format will be accepted. Each question must be submitted separately, not combined into a single submission or written in paragraph form. Be sure to include the corresponding Section and page number with each questi on.

R
equests submitted for City’s consideration of proposed terms and conditions, includi ng m
odifications to the City’s RFP and/or standard form Contract Services Agreement (Attached as Exhibit B) must be included at the time of proposal submission. Such requests should include an attac
hment in PDF format or company letterhead that shows the requested modifications.

The
City will provide formal answers to all questions. Change to the RFP itself shall only be made by
the City via formal written addenda. Addenda will be published and distributed through the V
endor Portal. All addenda shall become a part of the RFP document requiring both signature and acknowledgment by the proposer. It is the sole responsibility of the bidder to ensure that they have received the entire RFP including any questions, answers, and addenda by visiting the City of Carson Planet Bids Vendor Portal
.

Type of Question Contact Contact Info
Those related to the
Contract
PlanetBids Post directly to
PlanetBids under the
“Q&A” tab
Use of PlanetBids PlanetBids (818) 992-1771
6 G. M

INIMUM QUALIFICATIONS/ELIGIBILITY
All proposers must meet the following requirements, at minimum:
 R
elevant Experience: Minimum five years’ experience conducting comprehensive user fee studies and cost allocation plans for public sector clients, preferably municipalities or local government agenc
ies.
 Tec
hnical Expertise: Proven expertise in municipal finance, cost recovery methodologies, fee s
tructure development, and applicable state/local laws and regulations governing fee setting and c
ost allocation.
 References: The proposer must have at least three satisfactory references for similar services within the past three years or have performed satisfactory work for City within the past three years  Insurance: The proposer must meet the insurance requirements detailed in this bid document  Demonstrated Project Capability: The proposer must show a proven track record of successfully completing projects of similar scope and complexity.
 Compliance with Local Business Requirements: The proposer must be qualified to conduc t
bus
iness within the City of Carson, including maintaining a valid City business license and the r
equired insurance coverage for the duration of the contract. A valid City business license and c
ertificate of insurance are only required of the selected awardee and must be obtained prior to contract award. It is not required at the time of proposal submission.  Pre-Proposal Meeting: Not Applicable
Optional (but recommended) additional qualifications:
 E
xperience working specifically with cities in Southern California or similar regulatory environments.
 D
emonstrated ability to effectively communicate complex financial data and recommendations to di
verse audiences, including elected officials and the public.  Experience with software tools or platforms used in cost allocation and fee study modeling.

H. PR

EVAILING WAGES REQUIREMENTS
It is the sole responsibility of the proposer to carefully review the scope of work and determine whether any portion of the work is subject to prevailing wage requirements. The proposer shall include any associated labor costs accordingly in their proposal.

P
roposers must be registered with the California Department of Industrial Relations (DIR) pursuant to Labor Code Section 1725.5. Contractors are responsible for maintaining active DIR registration for the duration of the contract.

P
ursuant to California Labor Code Section 1771, certain types of work, including but not limited to maintenance, installation, repair, or construction, may be considered public works and therefore subject to prevailing wage requirements as established by the DIR for the locality in which the work is performed, for each craft, classification, or type of worker required.

P
revailing wage determinations may be found on the DIR website at: http://www.dir.ca.gov/dlsr If any portion of the work is deemed subject to prevailing wage, the contractor shall comply with City’s Purchasing
Process
Josilla Togiola,
Purchasing
Manager
[email protected],
(310) 952-1758
7 all applicable requirements, including but not limited to:
• Paying not less than the applicable prevailing wage rates. • Submitting certified payroll records to the DIR via the online portal. • Complying with all DIR and Labor Code requirements regarding public works projects.

The
City shall not be responsible for any additional costs incurred due to a proposer’s failure to consider or comply with prevailing wage requirements, if applicable.

I. P

ROPOSAL OPENING, DOCUMENT REVIEW, AND AWARD OF CONTRACT Proposals will be evaluated on the basis of the responsiveness to all requirements and pr
ovisions of this RFP.

U
nless all proposals are rejected, the award shall be made in accordance with the Carson M
unicipal Code (CMC) Section 2611(c) Professional Services Procurement.

A
n evaluation panel, consisting of City staff and/or other individuals selected by City staff, will review and evaluate all timely and responsive proposals. The City will negotiate the final scope and fee w
ith the highest-ranked proposer. If negotiations fail to produce an agreement, the City may then negotiate with the next highest-ranked proposer.

The ev
aluation process may include 1 or 2 phases, at the City’s discretion:

P
hase 1 – Proposal Review (Mandatory)
In Phase 1, proposals will be scored based solely on the written submissions according to the fol
lowing criteria:

P
hase 2 – Interview/Presentations (Optional)
If deemed necessary, the City may conduct interviews or oral presentations with the highest-scoring firms from Phase 1. The results of Phase 2, combined with the Phase 1 Criteria Maximum
Points
Qualifications and Experience Demonstrated competence and qualifications of the firm and key
personnel.
30 Understanding of Scope and
Approach
Demonstrated understanding of the City’s
needs, applicable laws, and best practices
in requested services. Quality, creativity,
and feasibility of the proposed approach
and work plan.
25 Project Management and Schedule Quality and clarity of the proposed project management approach, timeline, and
staffing plan to meet deliverable deadlines.
15 Cost Proposal Reasonableness of proposed costs
relative to the scope, level of effort, and
market conditions. Cost will not be the sole
determining factor.
20 References and Past Performance 10
Total Points Possible 100
8 evaluation, will be used to finalize the proposer rankings. The City reserves the right to conduct Phase 2 evaluations or proceed to contract negotiation based solely on the written proposals.
9 SCOPE OF SERVICES
RFP 25-046

COMPREHENSIVE USER FEE STUDY
The City of C
arson Finance Department seeks a qualified consultant to perform a comprehensive, multi-year user fee study and cost allocation plan update. The selected consultant will assist the City in ensuring its fee structure and cost recovery methodologies are consistent, legally compliant, and reflective of current service delivery costs.

CONTRAC
T TERM
The anticipated contract term is five (5) years

SCOPE OF

SERVICES
A. User Fee U
pdate
Objective: Review and update the City’s user fees and service charges to ensure consistency, transparency, compliance, and appropriate cost recovery.

Key Tasks:

1. Fee Review & Assessment
• Evaluate existing fee schedules and rate structures across all departments. • Assess
consistency, objectivity, and coverage of all potential billable services. • Identify
services that could lawfully have fees applied but are currently uncharged.

2. Staff Engagement
• Conduct interviews
and meetings with staff to understand current practices, operations, and development trends.

3. Cost & Time Analysis
• Determine full cost of providing each service (direct and indirect costs). • Review
and update prior time estimates; capture new estimates for additional services. • Update staffing, expenditure, and cross-department support data.

4. Fee Evaluation & Recommendation
• Compare current fees with actual service costs to assess recovery levels. • Recommend fees
where full cost recovery is impractical or undesirable. • Forecast revenue based on proposed fees.

5. Model Development & Reporting
• Develop a dynamic fee model (spreadsheet/database) to automatically recalculate costs and fees.
• Prepare comprehensive reports including tables, graphs, and charts to illustrate findings. • Evaluate revenue impacts by fund, department, division, and in total. • Benchmark
City fees against similar municipalities.

6. Management & City Council Support
• Present initial findings to management and incorporate feedback. • Prepare City
Council report summarizing methodologies, findings, and recommendations. • Provide offline support for follow-up questions.

Deliverables:
• Updated user fee study model and report with supporting documentation, tables, and charts.

B. Cost All
ocation Plan
Objective: Develop or update the City’s cost allocation plan to ensure administrative overhead costs are appropriately allocated and reimbursed.

Key Tasks:
10 1. Methodology & Structure
• Establish full-cost allocation methodology for administrative overhead. • Review and update central service departments and divisions. • Allow flexibility for additions, revisions, or removal of costs. • Ensure plan is adaptable for annual updates.

2. C
ost Analysis & Updates
• Update functional areas, staff time analyses, allocation bases, and expenditure data. • Compare current allocations to previous cost plan results.

3. R
eporting & Evaluation
• Prepare reports identifying full costs, current recovery, and recommended recovery levels (direct and indirect costs).
• Evaluate impacts on City revenues by fund, department, division, and total. • Benchmark against similar municipalities.

4. M
anagement & City Council Presentation
• Present initial findings to management and incorporate feedback. • Prepare City Council report summarizing methodologies, findings, and recommendations. • Include graphs, tables, and supporting documentation for clarity.

Deliverables:
• Final cost allocation plan with supporting files, documentation, and graphics.

P

ERFORMANCE METRICS
The City will monitor consultant performance against the established KPIs. Failure to meet KPIs may result in rejection of deliverables, required corrective action plans, financial penalties, or other remedies as outlined in the contract. All corrective work must be completed at no additional cost to the City.

1. Responsiveness and Communication – Timely response to City inquiries, data requests, and fol
low-up items. 95% of responses provided within two (2) business days.

2. Accuracy of Cost Recovery Calculations: All cost calculations and recommendations must ac
hieve at least 95% accuracy as verified by City staff or third-party audit

3. Identification of New Fee Opportunities – Consultant must identify and justify at least 3-5 new potential fee categories or services not currently being charged, where lawful and appropriate

4. Benchmarking Completeness – Benchmarking report that includes a minimum of 5 comparable S
outhern California cities, with clear comparisons of fees, methodology, and cost recovery levels
RE

VIEW AND ACCEPTANCE
All work products are subject to review and acceptance by the City. The Consultant must revise any work that is not satisfactory without additional charge until it is accepted by the City.

Purchasing Division
701 E. Carson Street
Carson, CA 90745

EXHIBIT A

GENERAL ATTACHMENTS
Exhibit A contains the City’s required forms and attachments. All forms must be completed and submitted; failure to do so may result in disqualification.  Bidder/Proposer Affidavit
 Affidavit of Non-Collusion and Non-Discrimination
 Affidavit of Non-Federal Lobbyist Requirement
 Debarment and Suspension Certification
 Acknowledgment of Insurance Endorsements
 Client Reference List
 Certification of Compliance with Labor Code Section 3700  W9

Bidde
r/Proposer Affidavit
Bidder/Proposer Name: _________________________________________________________________ Mailing Address: ____ _____________________________________________________________ _________________________________________________________________ Main Contact & Title: _________________________________________________________________ Email: ___________________________________ Phone: __________________________________ B

IDDER/PROPOSER SIGNATURE AUTHORIZATION AND CERTIFICATION Per the California Corporate Code, Business and Processions Code, the Bidder's/ Proposer’s Bylaws/Operating Agreement and/or the attached Board Resolutions (if applicable), I/we hereby verity the following:

1. That
I/we am/are (an) authorized signatory(ies) for the Bidder/Proposer and as such am/are authorized t
o sign and bind the Bidder/Proposer to contract with the City of Carson;

2. T
hat the bid/proposal was not made in the interest or behalf of any person, partnership, company, association, organization or corporation not named or disclosed;

3. T
hat the bid/proposal is genuine; that all statements of fact in the bid/proposal are true;

4. T
hat the Bidder has not been debarred from participation in any State or Federal works project; Signature:
___________________________
Date: _____________________________
Name: _____________________________
Title: _____________________________
Signature:
____________________________
Date: _____________________________
Name: _____________________________
Title: _____________________________
BIDDER/PROPOSER AUTHORITY IS PROVIDED IN ACCORDANCE WITH:
Bidder/Proposer's Bylaws/Operating Agreement Section: _____________________________ Board Resolution
Corporate or Business Professions Code
IMPORTANT NOTE: If the signature authorization status of any individual changes at any time, it is the responsibility of the Bidder to contact the authorized City Staff regarding the change and to complete and submit new Bidder Information Form. Incorrect information on file may delay the processing of any of the documents submitted.

Purchasing Division
701 E. Carson Street
Carson, CA 90745
A
ffidavit of Non-Collusion and Non-Discrimination
I hereby swear (or affirm) under the penalty of perjury:

T
hat the attached proposal or bid has been arrived at by the responder independently and has been submitted without collusion with and without any agreement, understanding, or planned common course of action with any other firm or entity designed to limit fair and open competition; T
hat the contents of the proposal or bid response have not been communicated by the responder or its employees or agents to any person not an employee or agent of the responder and will not be communicated to any such persons prior to the official opening of the solicitation responses; and T
he proposer/bidder does not and shall not discriminate, will provide equal employment practices, and will adhere to an affirmative action program to ensure that in their employment practices, persons are employed and employees are treated equally and without regard to or because of race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status or medical condition.

I c
ertify that the above statements are true and accurate.

Authorized Official:

Signature:___________________________
Date: _____________________________
Name: _____________________________
Title: _____________________________
Purchasing Division
701 E. Carson Street
Carson, CA 90745
A
ffidavit of Non-Federal Lobbyist Requirement
Name of Firm: _______________________________________________________________________ Address: _______________________________________________________________________ _______________________________________________________________________ Telephone: _____________________________
I
hereby swear (or affirm) under the penalty of perjury:

1. N
o Federal appropriated funds have been paid, by or on behalf of the above named firm to any pers on f
or influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an of
ficer of employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, loan or cooperative agreement, an d any
extension, continuation, renewal, amendment, or modification thereof, and;

2. I
f any funds other than Federal appropriated funds have paid or will be paid to any person for influencing or attempting to influence an officer or employee or any agency, a Member of Congress or employee of Congress or an employee of a Member of Congress in connection with this Federal contract, grant loan, or cooperative agreement, the above named firm shall complete and submit Standard Form- LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions, and;

3. T
he above-name firm shall require that the language of this certification be included in the awar d doc
uments for all sub-awards at all tiers (including subcontracts, sub-grants, and contracts under grants, loans, and cooperative agreement) and that all sub-recipients shall certify and disclose accordingly.

This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into the transaction imposed by Section 1352 Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

Authorized Official:

Signature:___________________________
Date: _____________________________
Name: _____________________________
Title: _____________________________
Purchasing Division
701 E. Carson Street
Carson, CA 90745
D
ebarment and Suspension Certification
Name of Firm: ____________________________________________________________ A
cting on behalf of the above-named firm (“Consultant”), as its Authorized Official, I, the undersigned, certify as follows:

I
am a duly authorized representative of (“Consultant”). Consultant certifies, to the best of its knowledge and belief, that Consultant, including its principals:

I
s not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal department or agency, and not does not have a proposed debarment pending;
H
as not within the three-year period preceding this certification been convicted of or had a civil judgment rendered against it for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (federal, state or local) transaction, contract, or subcontract under a public transaction; for violation of federal or state antitrust statutes; or for commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements or receiving stolen property; I
s not presently indicted for or otherwise criminally or civilly charged by a governmental entity (federal, state, or local) with commission of any of the offenses enumerated in paragraph (2) above; and
H
as not within the three-year period preceding this certification had one or more public transactions (federal, state or local) terminated for cause or default.

C
onsultant further certifies that Consultant, including its principals, is not listed on the government -wide exclusions in the System for Award Management.

C
onsultant acknowledges that falsely providing this certification may result in criminal prosecution or administrative sanctions, and that this certification is a required component of all proposals in response to this IFB/RFP/RFQ.

A
proposal that does not include a completed and signed version of this certification will be deemed incomplete and materially nonresponsive, and will not be considered.

Authorized Official:

Signature:___________________________
Date: _____________________________
Name: _____________________________
Title: _____________________________
Purchasing Division
701 E. Carson Street
Carson, CA 90745
A
cknowledgment of Insurance Endorsements
In recognition of _________________________________ (“Company”) having submitted a proposal or bid to the City of Carson IFB/RFP/RFQ #_______________, dated ________________, 202__ (“RFP”/”IFB”/”RFQ”), issued by the City of Carson (“City”), and in further recognition that the City requires Company to comply with certain insurance requirements (i) as set forth in Section ______ (“Insurance Provisions”) of the Agreement (which Agreement is defined in and made part of the IFB/RFP/RFQ ) and (ii) t
he Other Insurance requirements described in the IFB/RFP/RFQ, if any, I represent that I am the aut
horized Insurance Broker of Record for Company, and by signing below, I acknowledge, warrant and r
epresent that Company meets the requirements set forth in Insurance Provisions and any applicable O
ther Insurance requirements, and if requested , shall furnish all the insurance endorsements prescribe d i
n the Insurance Provisions and Other Insurance within thirty (30) days of contract award, as respecting. [
PLEASE CHECK ALL THAT APPLY]
____ General Liability
____ Automobile Liability
____ Worker’s Compensation
____ Professional Liability
____ Pollution Liability
Other Insurance Provisions:
____ Cyber Liability
____ Crime Insurance
____ Bonds
____
________________________________ ____________________________________ Name of Insurer [Print] Name, Title [Print]
____
________________________________ ____________________________________ Signature Date
Purchasing Division
701 E. Carson Street
Carson, CA 90745
Cli
ent Reference List
Provide at least 3 references for projects of similar scope and capacity completed within the last 3 years. The City reserves the right to contact any references provided.

Bidder/Proposer Name: ______________________________________________________

1. Clie
nt Name: __________________________________________________________ Address: ________________________________________________________________ Contact: ___________________________ Email: _____________________________ Project Description: _________________________________________________________ Project Start: _______________________ Project End: ________________________ Project Budget: _____________________

2. Client Name: __________________________________________________________ Address: ________________________________________________________________ Contact: ___________________________ Email: _____________________________ Project Description: _________________________________________________________ Project Start: _______________________ Project End: ________________________ Project Budget: _____________________

3. Client Name: __________________________________________________________ Address: ________________________________________________________________ Contact: ___________________________ Email: _____________________________ Project Description: _________________________________________________________ Project Start: _______________________ Project End: ________________________ Project Budget: _____________________
Authorized Official:

Signature: ___________________________
Date: _____________________________
Name: _____________________________
Title: _____________________________
Purchasing Division
701 E. Carson Street
Carson, CA 90745
City of Carson Purchasing Division 701 E. Carson Street Carson, CA 90745Certification of Compliance with Labor Code Section 3700Name of Firm: _______________________________________________________________________Acting on behalf of the above-certify as follows: Consultant is aware of the provisions of Section 3700 of the California Labor Code, which require every employer to insured against-insurance in accordance with the provisions of that code, and will comply with such provisions before commencing the oposal. CONSULTANT By: __________________________Title: __________________________Date: __________________________

Purchasing Division
701 E. Carson Street
Carson, CA 90745

EXHIBIT B

CITY FORM CONTRACT
Exhibit B contains the City’s standard contract template, provided for reference.

Proposers seeking modifications must submit a redlined version with their proposal for the City’s consideration. Award is contingent upon successful negotiations; if agreement cannot be reached, the City may proceed with another proposer.

CONTRACT SERVICES AGREEMENT
By and Between

CITY OF CARSON
and
_____________________________________

01007.0001/644685.1 -1-

AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF CARSON AND
____________________
THIS AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this ____ day of ________, 2024 by and between the CITY OF CARSON, a California municipal corporation (“City”) and ___________________________, _________________ (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement.

B. Consultant, following submission of a proposal or bid for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services.

C. Pursuant to the City of Carson’s Municipal Code, City has authority to enter into and execute this Agreement.

D. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.

OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows:

ARTICLE 1. SERVICES OF CONSULTANT

1.1 Scope of Services.

In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder.

As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest 01007.0001/644685.1 -2-
professional standards” shall mean those standards of practice recognized by one or more first - class firms performing similar work under similar circumstances.

1.2 Consultant’s Proposal.

The Scope of Service shall include the Consultant’s scope of work or bid which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such proposal and this Agreement, the terms of this Agreement shall govern.

1.3 Compliance with Law.

Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered.

1.4 Licenses, Permits, Fees and Assessments.

Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by this Agre ement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.5 Familiarity with Work.

By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facil ities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the co nditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant’s risk until writt en instructions are received from the Contract Officer.

1.6 Care of Work.

The Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City’s own negligence.
01007.0001/644685.1 -3 -

1.7 Further Responsibilities of Parties.

Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other.

1.8 Additional Services.

City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreem ent, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other contractors. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.

1.9 Special Requirements.

Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed __________________________________ Dollars ($______) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8. 01007.0001/644685.1 -4-

2.2 Method of Compensation.

The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services; (iii) payment for time and materials based upon the Consultant’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained, and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation.

2.3 Reimbursable Expenses.

Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City.

Coordination of the performance of the work with City is a critical component of the services. If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings.

2.4 Invoices.

Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance.

By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub- category), travel, materials, equipment, supplies, and sub- contractor contracts . Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person.

City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.5 Waiver.

Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.
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ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

Time is of the essence in the performance of this Agreement.

3.2 Schedule of Performance.

Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively.

3.3 Force Majeure.

The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any government al agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section.

3.4 Term.

Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding five (5) years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”).

ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Consultant.

The following principals of Consultant (“Principals”) are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith:

(Name) (Title)
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(Name) (Title)

(Name) (Title)
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement.

Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance.

4.2 Status of Consultant.

Consultant shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Consultant, nor any of Consultant’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Consultant expressly waives any claim Consultant may have to any such rights.

4.3 Contract Officer.

The Contract Officer shall be _____________________________, or as otherwise designated by the City Manager . It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have au thority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Consultant.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, 01007.0001/644685.1 -7-
compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

4.5 Prohibition Against Subcontracting or Assignment.

The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whe ther for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consult ant or any surety of Consultant of any liability hereunder without the express consent of City.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages.

The Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City:
(a) General Liability Insurance ( Coverage Form ISO CGL CG 00 01 or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, then the general aggregate limit shall be twice the occurrence limit. (b) Worker’s Compensation Insurance . A policy of worker’s compensation insurance in such amount as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Consultant against any loss, claim or damage arising from any injur ies or occupational diseases occurring to any worker employed by or any persons retained by the Consultant in the course of carrying out the work or services contemplated in this Agreement , with Employer’s Liability insuran ce coverage limits of at least $1,000,000.00.
(c) Automotive Insurance (Coverage Form ISO CA 00 01 including “any auto” and endorsement CA 0025 or equivalent) . A policy of comprehensive automobile liability 01007.0001/644685.1 -8-
insurance written on a per occurrence for bodily injury and property damage in an amount not less than $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars and any automobile.
(d) Professional Liability . Professional liability insurance appropriate to the Consultant’s profession, as determined by the City’s Risk Manager, provided that the limits shall be no less than $1,000,000 per claim and no less than $1,000,000 general aggregate. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive years following the completion of Consultant’s services or the termination of this Agreement. During this additional 5- year period, Consultant shall annually and upon request of the City submit written evidence of this continuous coverage.
(e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.
(g) Broader Coverages and Higher Limits . Notwithstanding anything else herein to the contrary, if Consultant maintains broader coverages and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverages and/or higher limits maintained by Consultant.

5.2 General Insurance Requirements.

All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents may apply in excess of, and not contribute with Consultant’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. Moreover, the insurance policy must specify that where the primary insured does not satisfy the self-insured retention, any additional insured may satisfy the self-insured retention.

All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of insurance are cancelled, the Consultant shall, prior to the cancellation date, submit new evidence of insurance in conformance with Section 5.1 to the Contract Officer.

No work or services under this Agreement shall commence until the Consultant has provided the City with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certi ficates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of and endorsements to all required insurance policies at any time. Any failure to comply 01007.0001/644685.1 -9-
with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.

All certificates shall name the City as additional insured (providing the appropriate endorsement) and shall conform to the following “cancellation” notice:

CANCELLATION:

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE

CANCELLED BEFORE THE EXPIRATION DATED THEREOF,
THE ISSUING COMPANY SHALL MAIL THIRTY (30) -DAY

ADVANCE WRITTEN NOTICE TO CERTIFICATE HOLDER
NAMED HEREIN.
[to be initialed] ______________
Consultant Initials
City, its respective elected and appointed officers, directors, officials, employees, agents and volunteers are to be covered as additional insureds as respects: liability arising out of activities Consultant performs; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or any automobiles owned, leased, hired or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, employees or volunteers. Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

Any deductibles or self -insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Consultant shall procure a bond gua ranteeing payment of losses and related investigations, claim administration, defense expenses and claims. The Consultant agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Consultant may be held responsible for the payment of damages to any persons or property resulting from the Consultant’s activities or the activities of any person or persons for which t he Consultant is otherwise responsible nor shall it limit the Consultant’s indemnification liabilities as provided in Section 5.3.

In the event the Consultant subcontracts any portion of the work in compliance with Section 4.5 of this Agreement, the contract between the Consultant and such subcontractor shall require the subcontractor to maintain the same policies of insurance that the Consultant is required to maintain pursuant to Section 5.1, and such certificates and endorsements shall be provided to City.

5.3 Indemnification.

To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, 01007.0001/644685.1 -10-
arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or e ntity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys’ fees incurred in connection therewith;
(b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom;
(c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to per form the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys’ fees.

Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement.

5.4 Sufficiency of Insurer.

Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A-” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City (“Risk 01007.0001/644685.1 -11-
Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the risk manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to City, and access shall be provided by Consultant’s successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and r ecords if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed.

6.3 Ownership of Documents.

All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”) prepared by Consultant, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of 01007.0001/644685.1 -12-
ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the City’s sole risk and without liability to Consultant, and Consultant’s guarantee and warranties shall not extend to such use, reuse or assignment. Consultant may retain copies of such documents for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.

6.4 Confidentiality and Release of Information.
(a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Contract Officer.
(b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives City notice of such court order or subpoena. (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorneys fees, caused by or incurred as a result of Consultant’s conduct. (d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, inte rrogatories, request for admiss ions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions 01007.0001/644685.1 -13-
concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.

7.2 Disputes; Default.

In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default.

This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Consultant’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.

7.3 Retention of Funds.

Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, cost s, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein.

7.4 Waiver.

Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement.

Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver.

Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 01007.0001/644685.1 -14-

7.5 Rights and Remedies are Cumulative.

Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercis e by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.

7.6 Legal Action.

In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue a legal action under this Agreement.

7.7 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Agreement except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, Consultant may terminate this Agreement if and only if all of the following criteria are met: (i) City is in default under the terms of this Agreement; (ii) Consultant has given City thirty (30) days’ written notice (or longer, if circumstances warrant) of the default and the reasons for the default; and (iii) City has failed to cure the default within said cure period. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of City’s termination without cause pursuant to this Section, the City need not provide the Consultant with the opportunity to cure pursuant to Section 7.2.

7.8 Termination for Default of Consultant.

If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such 01007.0001/644685.1 -15-
damages), and City may withhold any payments to the Consultant for the purpose of set -off or partial payment of the amounts owed the City as previously stated.

7.9 Attorneys’ Fees.

If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be grante d, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

8.2 Conflict of Interest.

Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement.

No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financi al interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation. The Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

8.3 Covenant Against Discrimination.

Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, r eligion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of 01007.0001/644685.1 -16-
this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

8.4 Unauthorized Aliens.

Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq. , as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys’ fees, incurred by City.

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Carson, 701 East Carson, Carson, California 90745 and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy -two (72) hours from the time of mailing if mailed as provided in this Section.

9.2 Interpretation.

The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.

9.3 Counterparts.

This Agreement may be executed in any number of counterparts and each of such counterparts shall for all purposes be deemed to be an original, whether the signatures are originals, electronic, facsimiles or digital. All such counterparts shall together co nstitute but one and the same Agreement.

9.4 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification 01007.0001/644685.1 -17-
of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

9.5 Severability.

In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless.

9.6 Warranty & Representation of Non-Collusion.

No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial inte rest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “non -interests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or cons equence of obtaining or being awarded any agreement.

Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not l imited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Consultant’s Authorized Initials _______

9.7 Corporate Authority.

The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE]
01007.0001/644685.1 -18-
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF CARSON, a municipal corporation

, Mayor
ATTEST:

Dr. Khaleah K. Bradshaw, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP

Sunny K. Soltani, City Attorney
CONSULTANT:
_______________________________
By:

Name:

Title:

By:

Name:

Title:

Address:

Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S SIGNATURES

SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS

MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY.

01007.0001/644685.1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES

On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same i n his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________

___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. 01007.0001/644685.1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES

On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same i n his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________

___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. 01007.0001/644685.1 A-1
EXHIBIT “A”

SCOPE OF SERVICES
I. Consultant will perform the following Services:

A.

B.

C.

II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City:

A.

B.

C.

III. In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the City appraised of the status of performance by delivering the following status reports:

A.

B.

C.

IV. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.

V. Consultant will utilize the following personnel to accomplish the Services:

A.

B.

C.

01007.0001/644685.1 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)

01007.0001/644685.1 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Consultant shall perform the following tasks at the following rates:

RATE TIME SUB-BUDGET
A. __________ __________ __________
B. __________ __________ __________
C. __________ __________ __________
D. __________ __________ __________

II. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task sub- budget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 1.8.

III. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include:

A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the Services.

C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

IV. The total compensation for the Services shall not exceed $_____________ as provided in Section 2.1 of this Agreement.

V. The Consultant’s billing rates for all personnel are attached as Exhibit C-1. 01007.0001/644685.1 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
I. Consultant shall perform all services timely in accordance with the following schedule:

Days to Perform Deadline Date
A. Task A ______________ ______________
B. Task B ______________ ______________
C. Task C ______________ ______________

II. Consultant shall deliver the following tangible work products to the City by the following dates.

A.

B.

C.

III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.

Purchasing Division
701 E. Carson Street
Carson, CA 90745

EXHIBIT C

COST FILE
Exhibit C contains the City’s required Cost File template. Proposers must complete and submit this form in full; failure to do so may result in disqualification.

11 COST FILE
RFP 25-046

COMPREHENSIVE USER FEE STUDY
Important: This Pricing Sheet must be completed in full and submitted as a separate attachment through PlanetBids, in addition to entering all pricing line items directly into the PlanetBids system.

Failure to submit this completed form as a separate file and to enter pricing in PlanetBids may result in disqualification.
• All pr
ices must include applicable sales tax, delivery fees, and any other associated costs unless otherwise specified.
• Pricing must be submitted for all five (5) years of the contract term. If pricing is unchanged for any year, indicate “Same” or repeat the prior year’s price. • The City reserves the right to negotiate final rates and prices.

Section 1: Hourly Rate Schedule – List the appropriate personnel titles/classifications required to complete the scope of services and their hourly rates for the entire term of the agreement.

Section 2: Annual and Total Not-to-Exceed (NTE) Amount – Propose a breakdown of your anticipated total annual billing and the total NTE amount. The NTE amount must account for all labor, travel, materials, overhead, and any incidental costs.

Contract Year Monthly Retainer Estimated Annual NTE
Year 1 $ $
Year 2 $ $
Year 3 $ $
Year 4 $ $
Year 5 $ $
Total NTE $
Personnel Title Hourly Rates
Year 1 Year 2 Year 3 Year 4 Year 5
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
12 Section 3: Cost by Deliverable (Optional) - Respondents are encouraged to propose fixed prices for each of the four (4) core deliverables listed. The City may, at its discretion, use these prices to establish milestone-based payments. Deliverables must be submitted in draft form, revised based on City feedback, and approved in final form to trigger payment.

If Respondents elect not to provide fixed pricing, they must still estimate labor hours and costs by deliverable using the hourly rate table provided in Section A.

Deliverable Description Fixed Cost
Comprehensive User
Fee Study
Conduct a comprehensive, legally compliant
review and update of the City’s user fees across
all departments to ensure accurate cost recovery,
identify new fee opportunities, and provide clear,
data-driven recommendations supported by
dynamic models and public-facing reports.

$
Cost Allocation Plan
Develop and maintain a comprehensive, adaptable
cost allocation plan that accurately distributes
administrative overhead to City departments,
supports full cost recovery, and aligns with
current organizational and budget structures.
$
Annual Updates
Yearly review and update of fee data,
assumptions, and calculations to reflect current
costs, service levels, and regulatory or policy
changes.
$

Fee Collection Audit
Verification of fee collection records and
processes to ensure accuracy, compliance, and
proper reporting.
$
Total Fixed Cost for All
Deliverables $

By signing below, I certify that I am an authorized representative of the company listed below and that the prices provided herein are accurate and valid for a minimum of 90 days from the bid due date. I further acknowledge that all pricing submitted via this form and entered in the PlanetBids system is complete and binding, and that I have read and understood all requirements of this RFP.

Company Name: ____________________________________________ Authorized Representative (Print): ____________________________________________ Title: ____________________________________________
Signature: ____________________________________________ Date: ____________________________________________
Phone: ____________________________________________
Email: ____________________________________________

PROPOSAL TO CONDUCT A COMPREHENSIVE FEE AND RATE STUDY

PROPOSAL TO CONDUCT A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN – RFP # 25-046

CARSON, CALIFORNIA
NOVEMBER 20, 2025

PROPOSAL TO CONDUCT A COMPREHENSIVE FEE AND RATE STUDY

MATRIX CONSULTING GROUP

COVER LETTER AND COMPANY PROFILE 1
PROPOSER QUALIFICATIONS 2
KEY STAFF AND TEAM 6
PROJECT UNDERSTANDING 9
PROJECT APPROACH AND WORK PLAN 10

TABLE OF CONTENTS
MATRIX CONSULTING GROUP 1

Josilla Togiola, Purchasing Manager Purchasing Division City of Carson 505 South Vulcan Avenue Carson, CA 92024 Dear Ms. Togiola: Matrix Consulting Group is pleased to submit our proposal to conduct a Comprehensive User Fee Study and a Cost Allocation Plan for the City of Carson. Our proposal is based on our review and understanding of the issued Request for Proposals and will demonstrate the exceptional skills and experience required to meet the City’s needs. It will also establish the additional value of choosing our firm. Our experience in providing similar services and understanding of the impact and implementation issues faced by Southern California jurisdictions comes from recent work with clients, including Agoura Hills, Burbank, Calimesa, Glendale, Malibu, Manhattan Beach, Orange, Pasadena, Pomona, Redlands, San Bernardino, South Pasadena, and Walnut. At Matrix Consulting Group, we distinguish ourselves from our competitors through our commitment to delivering unparalleled value. Our staff possess a deep understanding of service and process assumptions behind the cost of service. This dual expertise allows us to provide comprehensive insights and solutions that optimize efficiency and maximize our clients' value. I am the firm's President, authorized to represent the firm contractually. Courtney Ramos, a senior vice president and leader of the financial services practice, can provide any additional information you may need during the evaluation period. She can be reached at the address and phone number below or via email at [email protected].

ALAN D. PENNINGTON President, Matrix Consulting Group, Ltd. 1875 S. Grant Street, Suite 960 San Mateo, CA 94402 650-858-0507 [email protected] www.matrixcg.net

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 2
Matrix Consulting Group, Ltd. is a management consulting firm that provides quality analytical assistance to local and state governments. We will not be using any subcontractors to complete this project for the City of Carson. Our history and composition are summarized below: • Our headquarters are in California (with headquarters in San Mateo and a satellite office in Irvine). We have offices and staff located throughout the country (in 17 states), as well as one in Canada. The project team will serve the City out of its two California offices. • We are comprised of 32 full-time and seven part-time management consultants who specialize in analyzing local government functions encompassing an entire spectrum of operational areas. We have a dedicated team of financial services professionals. • Since our founding over 23 years ago, we have worked with over 1,800 government agencies, conducting cost-of-service and management studies and providing recommendations on operational improvements and cost recovery. The market and service focus of Matrix Consulting Group has always been financial, management, staffing, and operations analysis of local government. The following outlines the core financial services provided by our firm: Full Cost Plans User Fee Studies OMB 2 CFR Part 200 Cost Plans Development Impact Fee Studies Indirect Cost Rate Proposals Fully Burdened Hourly Rates Internal Service Fund Analyses Revenue Projections No other firm better understands how public agencies operate or how to help them thrive. COST ALLOCATION PLAN EXPERIENCE Our firm has over 23 years of experience developing Full Cost and OMB-compliant Cost Allocation Plans and Indirect Cost Rate Proposals for various municipal organizations across the United States. Our goal is to document and define the services being provided and allocate costs to all beneficiaries. The following points highlight our experience developing cost allocation plans and metrics: • Administrative Functions: Our firm has extensive experience evaluating processes and functions associated with Finance, Human Resources, and Purchasing, from basic tasks and responsibilities to process improvement and oversight controls. Our project teams understand the core services related to administrative functions and the time related to process completion. They are adept at helping staff determine the time spent on a task at the daily, weekly, monthly, or annual level. • Governmental Functions: Matrix Consulting Group has worked with and participated in hundreds of management studies. Additionally, we have extensive experience working with and presenting to various boards, councils, subcommittees, and the public. Our understanding of the different service

PROPOSER QUALIFICATIONS
CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 3
types enables our project teams to assess the optimal allocation of services. Our team understands how these costs can and should be treated in both a Full Cost Plan and an OMB-compliant plan, including making staff aware of standard practices and aggressive allocation options. • Internal Services: Matrix Consulting Group has significant experience evaluating services and functions associated with facilities maintenance, fleet services, and information technology. While these services can be part of the general fund or internal services, their allocation is essential when understanding the indirect costs associated with any fund, department, or program. • Indirect Cost Rate Proposals: Our firm’s experience ranges from developing citywide proposals to developing departmental and divisional rates. We review all indirect costs related to the service and program areas, determine whether they are allowable, and then set up the indirect cost rate calculation. We are versed in provisional, fixed final, and fixed carry-forward rates based on the jurisdiction's rate methodology. We work with our clients to review rates, outline appropriate applications, and customize templates in accordance with cognizant agency guidelines. Our project team members are well-versed in Office of Management and Budget (OMB) cost-allocation guidelines, Generally Accepted Accounting Principles (GAAP), and best management practices outlined by the Government Finance Officers Association (GFOA) regarding cost allocation and cost recovery. We are committed to ensuring that all allocated cost centers comply with state and local laws, use fair and equitable allocation metrics, and have their allocations documented and defensible. RECENT COST ALLOCATION CLIENTS The following table provides a sampling of Southern California jurisdictions for which we have provided similar services within the last five (5) years, including the types of services provided to each jurisdiction: Jurisdiction Full Cost OMB Indirect Rates Annual Plan Agoura Hills X X Big Bear Lake X X X Calimesa X X X Chula Vista X X Downey X X Lemon Grove X X Malibu X Manhattan Beach X X X Orange X Pomona X X X Port of Long Beach X X X Redlands X X Riverside X X X San Bernardino X X X San Diego APCD X X X X South El Monte X Thousand Oaks X X X We are happy to provide additional project details upon request.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 4
FEE STUDY EXPERIENCE Our firm has extensive experience conducting comprehensive user fee studies for various municipal organizations and departments. When conducting comprehensive user fee studies, the focus is often on Community Development (building, planning, and engineering) and Parks and Recreation services. The following points highlight our experience in these areas: • Community Development: Our firm has extensive experience evaluating development review permitting functions for Building, Planning, Engineering, and Fire Prevention. From the basic process steps for submitting, reviewing, inspecting, and approving applications and permits to the development of processes, procedures, and cost recovery goals, our project teams can address topics such as: – The best metrics for assessing fees are building valuation, square footage, construction estimate, or the number of fixtures. – Appropriate deposit amounts, guidelines, and processes to ensure actual cost recovery is achieved. – Setting fees at levels that both recover costs and are not cost-prohibitive. – Cost recovery and implementation options for support services, including General Plan Updates, Technology Fees, GIS, and other related services. Beyond understanding processes and assessing time estimates, our project teams are aware of the cross-departmental support associated with application and permit services. These costs are included in the full cost calculation and can be expressed separately as part of the established fees. • Parks and Recreation: Matrix Consulting Group has worked with all types of recreation functions, including traditional parks and recreation, libraries, and open-space preserves. Our experience spans master and strategic planning, park condition assessments, program staffing, and cost recovery. Our project teams are well-versed in the areas that most impact cost recovery, including: – The best use of a tiered recovery approach, such as resident versus non-resident, or profit versus non-profit. – Setting fees according to the cost recovery pyramid ensures that premium services have a higher cost recovery. The goal of reviewing parks and recreation service costs is to ensure that fees and rates are set at a level that allows the City to continue serving the community in a manner consistent with current goals and commitments. Our firm also has extensive experience calculating the cost of services for administrative functions, such as Finance and City Clerk, as well as public safety services, including Police, Fire Prevention, and EMS. All our cost of service and user fee studies are developed in compliance with California State regulations, including Propositions 218 and 26, as well as government codes 66014 and 66016, which stipulate that CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 5
user fees charged by local agencies “…may not exceed the estimated reasonable cost of providing the service for which the fee is charged”. RECENT FEE STUDY CLIENTS The following table includes a sampling of Southern California clients over the last five (5) years for whom we have provided similar scopes of service: Jurisdiction Planning Fees Building Fees Engineering Fees Fire Fees Admin Fees Police Fees Recreation Fees Agoura Hills X X X X Banning X X X X X X X Big Bear Lake X X X X X Calimesa X X X X Downey X X X X X X X Glendale X X X X X X X Malibu X X X X X Manhattan Beach X X X X X X X Menifee X X X X X X X Montebello X X X X X X X Orange X X X X X X X Redland X X X X X X Rolling Hills Estates X X X X South Pasadena X X X X X X Thousand Oaks X X X X X Walnut X X X Details about any project above are available upon request.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 6
The project team that would be assigned to this project all have substantial experience developing cost allocation plans and user fee studies for local government clients. All project team members are full-time employees of Matrix Consulting Group; we will not be using any subcontractors. The following chart outlines our project team and reporting structure.

Our proposed project team will be available to the City throughout the engagement. Additional internal staff can be made available if additional staff are needed to meet City workloads and timelines. The following provides brief resumes for each proposed project team member.

Khushboo Ingle Vice President Ms. Ingle is a Vice President with 13 years of experience who manages cost allocation plans, user fees, development impact fees, and cost of service engagements. Her experience with the firm includes participation in operational audit engagements focusing on organization, staffing, and internal processes. Khushboo has completed over 250 cost of service studies. Recent Southern California clients include Agoura Hills, Banning, Malibu, Walnut, Adelanto, Blythe, Burbank, Pomona, South Gate, South El Monte, Montebello, South Pasadena, Downey, Glendale, Manhattan Beach, Menifee, Orange, Port of Long Beach, Riverside, Pomona, and San Bernardino County Fire. Khushboo received a B.A. in International Economics and an M.A. in International Affairs from the University of California – San Diego and is certified in Revenue Enhancement Best Practices. Her role on this project would be to serve as the Project Manager, involved in leading meetings, developing draft results, and reviewing results.

Khushboo Ingle Vice President Project Manager
Jaymee Westover Senior Consultant Analyst Madison Dixson Senior Consultant Analyst Anna Barnett Consultant Analyst Shawn Chadwick -Leone Analyst

KEY STAFF AND TEAM
CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 7

Madison Dixon Senior Consultant Ms. Dixson is an analyst who assists our senior staff with cost allocation plans, user fees, development impact fees, and cost of service engagements. Madison has participated in numerous cost allocation and cost of service studies. Madison has been with the firm for three years. California clients include Adelanto, Burbank, Glendale, Manhattan Beach, Menifee, Port of Long Beach, Riverside, Redlands, San Bernardino, Rolling Hills Estates, Thousand Oaks, Malibu, and Walnut. Madison has a B.A. in Anthropology from the University of California – Irvine. She is also certified in Revenue Enhancement Best Practices. Her role on this project would be to serve as Senior Analyst, involved in attending meetings, data input, and developing models.

Jaymee Westover Senior Consultant Ms. Westover is an analyst who has recently joined our firm and assists our senior staff on cost allocation plans, user fees, development impact fees, and cost of service engagements. Before working at Matrix Consulting Group, she worked as a Financial Analyst for the City of Knoxville, TN. She has three years of relevant experience, and during her tenure with the firm, she has assisted with cost allocation and fee studies in California: Banning, Elk Grove, Orange, Palo Alto, Piedmont, Poway, Santa Clara County, Sonoma, and Thousand Oaks. Jaymee received a B.A. in Political Science and Spanish and an MPPA in Public Policy and Administration from the University of Tennessee, Knoxville. Her role on this project would be to serve as an Analyst, involved in attending meetings, data input, and developing models.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 8

Anna Barnett Consultant Ms. Barnett is an analyst who has recently joined our firm to assist our staff on cost-of-service engagements, including cost allocation plans, user fees, and development impact fee studies. Anna has recently assisted with projects in California including Agoura Hills, Malibu, Orange, Poway, Calimesa, and Thousand Oaks. Anna has a B.A. in Mathematics with a concentration in Data Science and a BS in Economics from Wofford College in Spartanburg, South Carolina. Her role on this project would be to serve as an Analyst, involved in attending meetings, data input, and model development.

Shawn Chadwick - Leone Consultant Mr. Leone is an analyst who has recently joined our firm to assist our staff on cost-of-service engagements, including cost allocation plans, user fees, and development impact fee studies. Shawn has recently assisted with projects in California including Thousand Oaks, Glendora, Poway, and Banning. Shawn has B.S. in Business Administration and Accounting from the University of California - Riverside. His role on this project would be to serve as an Analyst, involved in attending meetings, data input, and comparative survey support. Additional detailed information regarding team qualifications can be provided upon request.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 9

Carson seeks to develop a plan to ensure that the City accurately accounts for the actual cost of providing various services by departments and has a valid basis for calculating and administering comprehensive overhead rates and fees. In addition to the full cost plan, the City is also interested in conducting a thorough review of its fees. The following graphic provides an overview of the City’s objectives. Scope of Work STUDY OBJECTIVES Full Cost Allocation Plan
The purpose of the cost allocation plan is to establish and maintain a well-documented and defensible plan that can be used to recover indirect costs. Additionally, the plan will be used to ensure that the City has a basis for applying comprehensive overhead rates and is accurately accounting for the true cost of providing various services. The results from the full cost allocation plan shall be used to develop the comprehensive user fee study.

Comprehensive User Fee Study The purpose is to conduct a comprehensive citywide review and evaluation of user fees and charges resulting in recommended cost-based user fees. This will include reviewing the assumptions from the previous study and updating those as needed to capture current costs and services.

Overall, the project is anticipated to take six (6) months to complete and would allow the City to understand the full cost of its operations.

PROJECT UNDERSTANDING
CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 10
Our firm’s approach to project management and quality control is grounded in proven practices that strike a balance between technical objectivity and client collaboration. By combining data-driven analysis, interactive engagement, and subject matter expertise, we ensure each project is both accurate and responsive to organizational needs. While every project is unique, each is managed according to the following values:

Jurisdiction-specific Data-Driven analysis providing objective, transparent foundations for decision-making. Collaborative Interactions ensure that staff expertise is reflected in process assumptions and that stakeholder input is appropriately recognized. Over 20 years of Technical Expertise relating to federal and state regulations associated with cost analysis, as well as best management practices for cost recovery. Quality Control is paramount, ensured through detailed project planning, defined responsibilities, and regular client reviews. This is achieved by validating financial analyses by tying expenditure data to budget documents and cross-checking metric workloads with published reports. Knowledge Transfer is a critical component of our methodology, ensuring that staff gain a clear understanding of the study’s process, outcomes, and impacts, while also building the capacity to evaluate options and implement recommendations effectively. Our integrated approach combines analytical accuracy with collaborative practices and technical excellence to create a comprehensive framework that generates trustworthy outcomes, enhances team competencies, and facilitates smooth translation of study results into actionable implementations—all while maintaining strict adherence to project schedules and budgets. DETAILED WORK PLAN Descriptions of the project-wide and cost plan and fee study scope-specific tasks, including deliverables, are provided below. PROJECT-WIDE TASKS Two (2) key tasks would initiate this project. The following tasks are related to both the cost plan and the user fee study scopes of work. TASK 1: KICKOFF - STUDY OBJECTIVES AND PROJECT SCHEDULE Once the data has been collected, the project team will meet with City staff to discuss issues identified by the project team and to clarify any concerns the City holds regarding the current cost allocation and fee study methodology. Discussions will include:

PROJECT APPROACH AND WORK PLAN
CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 11
• Review the City’s specific needs and critical issues surrounding the development and implementation of the cost plan and fee studies. • Discuss concerns or issues that should be addressed during the development of the study. • Discussions will be held regarding the current fee structure and any potential changes. • Review and identify existing cost recovery policies or established subsidies. At the conclusion of the meeting, the project team and the designated City staff will better understand the overall approach and methodology the team will use to conduct the Cost Plan and Comprehensive Fee study.

TASK 2: DATA COLLECTION Before any initial meetings, Matrix Consulting Group will provide the City with a list of initial data requirements for the study. This will allow our project team to review this information thoroughly in preparation for initial discussions with staff. A typical list of data collection items includes: • Budgeted expenditures on a fund, department, and line-item basis. • Copy of any prior studies • List of all budgeted personnel by fund, department, and division. • Organizational chart. • Chart of Accounts. • Most recently completed Fiscal Year revenue reports • A list of all current fees being charged will be included in the analysis. • A list of comparative jurisdictions is to be included in the analysis. The above list is just a sampling of the type of information that will be requested. Providing these items enables our project team to become familiar with the City's structure and current financial practices.

TASK RESULT We will present the City with a project schedule.

TASK RESULT We will provide the City a data collection list.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 12
COST ALLOCATION PLAN TASKS The City seeks to develop a Cost Allocation Plan to capture the indirect costs associated with direct programs and services. The plan's results will provide the city with direct and indirect costs for its service operations, facilitating the development of fully burdened hourly rates for staff positions. The following provides an overview of the tasks and deliverables for developing a full cost allocation plan. TASK 1: INTERVIEW STAFF AND GATHER ALLOCATION METRICS The project team would review the City’s budget and financial structure to identify City departments and services to be allocated. To structure a custom cost allocation model, our project team would perform the following: v Review and discuss the accounting structure (at both the fund and organizational levels) based on budgeted expenditures to identify any anomalies from previous years. v Identify and meet specific central services departments to develop allocation bases and ensure that the plan reflects the following aspects: Ø All services provided by the City are identified and documented in the Cost Allocation Plan. Ø The allocation bases discussed for use reflect the current level of effort and are most relatable to the service being performed. The following is a sample flowchart visually representing the discussion outcome; the first level is the central services department, the second level is the identified service category, and the third level is the basis by which costs will be allocated:

The points above provide examples of detailed and in-depth discussions that the project team will have with City departments involved in the cost allocation process. At this point, the team would contact each department and request specific allocation metrics, such as purchase orders, invoices, and square footage per facility.

Finance
Payroll
# of Employees per Division
Accounts Payable
# of Invoices per Division
Financial Reporting
Actual Expenses per Division
TASK RESULT Allocation metric requests from support departments.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 13
TASK 2: REVIEW OF DRAFT COST ALLOCATION PLAN METRICS Based on the units of service identified in Task 1 and the allocation metrics collected, the project team will compile allocation statistic workbooks for review with specific central service departments. The purpose of these workbooks is to review the initial results of the allocation metrics gathered by the project team. The following graphic shows an example of the allocation workbook: Fund Dept Desc # of AR Transactions Allocation % 1 10 City Manager 3 0.87% 1 16 Human Resources 30 8.75% 1 20 City Attorney 30 8.75% 1 30 Police 68 19.83% 1 35 Fire 1 0.29% 1 40 Development Services 7 2.04% 1 50 Public Works Streets 5 1.46% 1 50 Public Works Facilities 1 0.29% 1 50 Community Services 185 53.94% 10 Water 1 0.29% 14 Sewer 8 2.33% 29 Self-Insured Liability Fund 4 1.17% TOTAL 343 100.00% In the sample graphic provided, based on the number of AR Transactions, the primary support is for Community Services (54%) for all the Parks and Recreation transactions, followed by Police (20%). Based on the results of this sample, the project team will verify with Finance that the statistics have been allocated to the appropriate fund/department and that the resulting percentage accurately reflects the support being provided by the accounts receivable staff and function. This type of detailed review is critical for developing a defensible cost allocation plan. It also ensures that departmental and Carson staff are comfortable using the allocation metrics and support.

TASK 3: STRUCTURE AND PREPARE A DRAFT FULL COST ALLOCATION PLAN Once the central service departments and administrative functional areas have agreed upon the appropriate allocation metrics for services and allowable administrative or other indirect costs, they are allocated to each benefiting department, operating unit, or fund. At this point, the project team will begin customizing the cost plan to ensure that the methodologies and assumptions comply with federal regulations and general accounting principles. The draft cost allocation plan results will be provided to staff in numerical format in Excel before developing a draft report, along with comparison to existing cost allocation results.

TASK RESULT Draft allocation workbooks.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 14

TASK 4: FINALIZE COST ALLOCATION PLAN The project team will finalize the Cost Allocation Plan and report upon its review and approval by the central service departments and the Finance Department. The final deliverables associated with the Cost Allocation Plan will be a report that includes all detailed allocation schedules, cost schedules, summary schedules, and narrative information regarding the central services included.

COMPREHENSIVE USER FEE STUDY TASKS The City intends to conduct a comprehensive fee study to align fees with current services and costs, ensuring compliance with existing state rules and regulations. The following tasks provide an overview of the level of detail utilized in the study. TASK 1: DEVELOP A SCHEDULE OF CURRENT AND POTENTIAL FEES FOR SERVICE The scope of this effort will be all user fees charged by the City. Current and potential fees and charges will be identified and documented. The project team will work with staff to review current fee schedules in detail, line by line. This meeting is critical to ensuring staff can incorporate any updates or changes to the fee study based on code, regulations, staffing, processes, or technological changes. The focus of this meeting will be the following: • Renaming fees: Rewording or renaming services to clarify their identity. • Eliminating fees: Removing any outdated services or fees. • Adding new fees: Capturing any new services or breaking out existing fee categories to identify all the services being provided and potential fees for services that could be provided. • Recategorization of fees: Collapsing or expanding multiple fee ranges to more accurately capture the services being provided.

TASK RESULT Draft cost allocation (Excel results) comparison to existing cost allocation results.

TASK RESULT Final cost allocation report.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 15
It is important to note that this meeting occurs first to ensure that any significant proposed structural changes are captured before collecting time estimate information or developing draft fee results. However, adjustments can be made throughout the study.

TASK 2: CONDUCT TIME DATA GATHERING WORKSHOPS The project team will conduct workshops to gather time estimates for each service included in the study, interview key fire personnel, and analyze the various activities being performed. The flowchart illustrates the steps involved in permit processing, along with the time required for each step.

As shown in the flowchart, the application/permit processing steps will be documented in detail. Staff will be provided a copy of the time estimate workbook for review and completion as needed.

TASK 3: DEVELOP FULLY BURDENED HOURLY RATES Based on the City's staffing and budget information, the project team will calculate fully burdened hourly rates, which include both direct and indirect costs. The following points highlight the cost components and factors included in fully burdened rates: • Direct costs: This component accounts for the salary and benefits associated with each employee or position, as reflected in City staffing and salary reports. • Indirect costs—Departmental: This component accounts for administrative and management support provided to line-level staff, operational services, and supplies used to execute job duties. It is developed through staff interviews and budget analysis. • Indirect costs—Citywide: This component encompasses citywide support, including finance and HR support provided by other departments or staff.

Intake Permit Tech: 15 mins Routing Permit Tech: 10 mins Initial Review Plan Checker: 1 hour Final Review Plan Checker: 30 mins Issue Permit Permit Tech: 15 mins TASK RESULT Our team will develop a proposed fee structure.

TASK RESULT We will create and provide time estimate workbooks.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 16
Once the cost components have been documented and developed, the project team will review the MOUs and discuss them with staff to determine appropriate productive-hour calculations. Focusing on available hours will ensure that fully burdened hourly rates account for leave accruals (including holidays, vacation, and sick leave) and any meetings or training. The project team will utilize the results of this task and Task 2 to calculate the full cost of services.

TASK 4: PERFORM A TOTAL COST ANALYSIS Matrix Consulting Group's costing model is built based on the City's operations, budget details, and intended uses for the results. This method is a customized approach specific to each jurisdiction for the cost analysis of user fee services. It is a "bottom-up" approach, the most defensible methodology for calculating user fees. The methodology incorporates the time estimate information and fully burdened hourly rate information. The following graphic shows the cost calculation:

This costing method uses time and annual activity data to establish the cost of providing services on a unit and annual basis. Once the time spent on a fee activity is determined for each individual or position, the team uses its fee and rate software to apply the fully burdened hourly rates from the previous task. The resulting costs are presented at both the unit and annual levels and compared to the existing fee schedule and revenue reports. The City will receive detailed information regarding cost recovery surpluses and deficits on both a detailed (per unit) and global (annualized) level, as well as an understanding of cost components for each service.

TASK 5: CONDUCT A MARKET RATE SURVEY OF SIMILAR JURISDICTIONS The project team will collaborate with the City to identify other agencies in the South Bay region of Los Angeles County that are comparable to Carson. This comparative survey will be conducted as follows: • Developing fee scenarios for the City to compare with other jurisdictions.

Time Estimate Fully Burdened Rate Full Cost Fee
TASK RESULT Calculated fully burdened hourly rates.

TASK RESULT Per unit and annual fee study results.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 17
• Graphing the results of the fee analysis for easy visual comparison purposes. • Collecting contextual information such as population size, budget, staffing, the last time a fee study was done, and the last fee schedule update. Market surveys do not provide adequate or objective information about the relationship between a jurisdiction's costs and fees; these steps ensure we provide the City with comprehensive information.

TASK 6: REVIEW/REVISE FEE STUDY RESULTS Because the analysis of service fees is based on estimates and information provided by City staff, all participants must be comfortable with our methodology and the data they have provided. During this phase, the project team would provide staff with copies of draft results workbooks that outline the time estimates and the per-unit results calculated during the study. We would review these results and make adjustments as needed to ensure they are defensible and reflect staff time and effort spent providing services.

TASK 7: PREPARE A DRAFT FEE STUDY REPORT Upon completion of the fee study, we will prepare a detailed report summarizing the results of each task described above. This report will include: • A succinct executive summary discussing the study, methodology, and results. • A narrative describing the services included in the study. • By department, sections on proposed modifications to the current fee schedule, including the addition or removal of new fees for services. • By department, sections on each fee's per-unit and annual results. • A comparative survey section outlines key fees and compares them to those of other local jurisdictions. The section also provides contextual information regarding budget and staffing.

TASK RESULT Comparative graphs included in the draft report.

TASK RESULT Draft Result fee workbooks.

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 18
The draft report will be provided to City staff for review and comments.

TASK 8: FINALIZE FEE STUDY REPORT Any edits or revisions to the draft user fee study report will be incorporated into the finalized report. This finalized report will incorporate all the elements of the draft fee study report, as well as any additional cost recovery and policy considerations.

TASK 9: MASTER FEE SCHEDULE Once the fee report has been finalized, the project team will develop a master fee schedule for the City. This document outlines all citywide fees, including the current fee amount, the full cost, and the City’s proposed fee. In addition to the Master Fee Schedule, the project team will set up a separate tab with linked formulas to allow staff to input an annual CPI factor and extract updated fees.

TASK 10: PRESENTATION OF RESULTS Presenting results to City officials and/or stakeholders is crucial to the overall success of the engagement. Because the study's product is often controversial, this final step aims to present a succinct summary that provides decision-makers with key information. We will attend and present the study at least three (3) meetings, including those of the City Council, appropriate subcommittees, or outside stakeholders.

TASK RESULT Draft fee study report.

TASK RESULT Final fee study report.

TASK RESULT Matrix will attend City Council and Sub-Committee meetings and present the study to stakeholders.

TASK RESULT Master Fee Schedule

CARSON, CA – PROPOSAL FOR A COMPREHENSIVE USER FEE STUDY AND COST ALLOCATION PLAN MATRIX CONSULTING GROUP 19
TIMELINE Studies of this nature typically take approximately six months (24 weeks) to complete. The following chart provides a week-by-week outline of the proposed schedule for completing the project: Tasks 1 2 3 4 5 6 6+ Project-Wide Data Collection Study Objectives/Schedule Cost Allocation Plan Interview Staff/Gather Metrics Review Draft Metrics Structure/Prepare Draft CAP Finalize Cost Allocation Plan User Fee Study Current and Potential Fees Data Gathering Workshops Fully Burdened Hr. Rates Total Cost Analysis Comparative Survey Review/Revise Results Draft Report Final Report Master Fee Schedule Stakeholder Presentations This timeline includes a typical two-week turnaround time for City staff to review any materials and information, and can be adjusted based on city staff priorities. If the City were to commence this project in January, it would be completed by June 2026. The City intends to conduct these studies annually, and depending on the level of update, the timeline could range from 3-4 months.

Purchasing Division 701 E. Carson Street Carson, CA 90745 ADDENDUM NO. 1 to RFP: 25-046 COMPREHENSIVE USER FEE STUDY 11/06/2025 TO ALL PROSPECTIVE BIDDERS/PROPOSERS: The following Addendum provides revisions, clarifications, and/or additional information to the solicitation documents. This addendum is hereby made part of the solicitation and must be considered when preparing your response. All other terms and conditions of the original document remain in effect. 1. Answers to Q&A Question Answer When was the last cost plan and user fee study conducted? 2022 effective FY2023 When does the City want the project completed? Ready for FY2027 Does the City have a budget for this project? No set budget How many fees would need to be compared to fulfill Performance Metric #4? For the overall project, the City anticipates reviewing over 600 fees across six departments, with the majority being within Community Services (Parks). For Performance Metric #4 (Benchmarking Completeness), we anticipate benchmarking approximately 5 to 10 representative or high-impact fees per major category (e.g., Planning, Engineering, Community Services, etc.) against at least five comparable Southern California cities. This will likely result in roughly 30 to 60 total fees being benchmarked. The final list of benchmarked fees can be refined during project initiation to ensure the analysis remains both comprehensive and practical.

Sincerely, Josilla Togiola Purchasing Manager 11/06/2025 ACKNOWLEDGMENT OF RECEIPT By signing below, the undersigned acknowledges receipt of Addendum No. X issued by the City and affirms that the information contained herein has been considered in preparation and submission of the proposer’s response. Please Note: Bidders/Proposers must complete both of the following actions: 1. Sign and submit this Acknowledgment of Receipt as part of submittal. 2. Acknowledge receipt of this addenda electronically in PlanetBids. Failure to acknowledge both electronically and via this signed form may result in your bid or proposal being deemed non-responsive.

Authorized Signature: ________________________ Date: __November 20, 2025. Printed Name & Title: __Alan D. Pennington, President __________________ Company Name: ____Matrix Consulting Group, LTD. ___________

CONTRACT SERVICES AGREEMENT
By and Between

CITY OF CARSON
and

MATRIX CONSULTING GROUP, LTD

01007.0001 2073274.2 -1-

AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF CARSON AND

MATRIX CONSULTING GROUP, LTD
THIS AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this ____ day of ________, 2026 by and between the CITY OF CARSON, a California municipal corporation (“City”) and MATRIX CONSULTING GROUP, LTD, a California corporation (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement.

B. Consultant, following submission of a proposal or bid for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services.

C. Pursuant to the City of Carson’s Municipal Code, City has authority to enter into and execute this Agreement.

D. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.

OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows:

ARTICLE 1. SERVICES OF CONSULTANT

1.1 Scope of Services.

In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder.

As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest 01007.0001 2073274.2 -2-
professional standards” shall mean those standards of practice recognized by one or more first - class firms performing similar work under similar circumstances.

1.2 Consultant’s Proposal.

The Scope of Service shall include the Consultant’s scope of work or bid which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such proposal and this Agreement, the terms of this Agreement shall govern.

1.3 Compliance with Law.

Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered.

1.4 Licenses, Permits, Fees and Assessments.

Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by this Agre ement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.5 Familiarity with Work.

By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facil ities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the co nditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant’s risk until writt en instructions are received from the Contract Officer.

1.6 Care of Work.

The Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City’s own negligence.
01007.0001 2073274.2 -3-

1.7 Further Responsibilities of Parties.

Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other.

1.8 Additional Services.

City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreem ent, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifi cally set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other contractors. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.

1.9 Special Requirements.

Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed One Hundred Eight Thousand Dollars ($108,000) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8. 01007.0001 2073274.2 -4-

2.2 Method of Compensation.

The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services; (iii) payment for time and materials based upon the Consultant’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained, and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation.

2.3 Reimbursable Expenses.

Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City.

Coordination of the performance of the work with City is a critical component of the services. If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings.

2.4 Invoices.

Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance.

By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub- category), travel, materials, equipment, supplies, and sub- contractor contracts . Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person.

City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.5 Waiver.

Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.
01007.0001 2073274.2 -5-
ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

Time is of the essence in the performance of this Agreement.

3.2 Schedule of Performance.

Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively.

3.3 Force Majeure.

The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any government al agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section.

3.4 Term.

Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding five (5) years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”).

ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Consultant.

The following principals of Consultant (“Principals”) are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith:

Alan D. Pennington President
(Name) (Title)
01007.0001 2073274.2 -6-

(Name) (Title)

(Name) (Title)
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement.

Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance.

4.2 Status of Consultant.

Consultant shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Consultant, nor any of Consultant’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Consultant expressly waives any claim Consultant may have to any such rights.

4.3 Contract Officer.

The Contract Officer shall be William Jefferson, Director of Finance , or as otherwise designated by the City Manager . It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shal l have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Consultant.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, 01007.0001 2073274.2 -7-
compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

4.5 Prohibition Against Subcontracting or Assignment.

The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whe ther for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consult ant or any surety of Consultant of any liability hereunder without the express consent of City.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages.

The Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City:
(a) General Liability Insurance ( Coverage Form ISO CGL CG 00 01 or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, then the general aggregate limit shall be twice the occurrence limit. (b) Worker’s Compensation Insurance . A policy of worker’s compensation insurance in such amount as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Consultant against any loss, claim or damage arising from any injur ies or occupational diseases occurring to any worker employed by or any persons retained by the Consultant in the course of carrying out the work or services contemplated in this Agreement , with Employer’s Liability insurance coverage limits of at least $1,000,000.00.
(c) Automotive Insurance (Coverage Form ISO CA 00 01 including “any auto” and endorsement CA 0025 or equivalent) . A policy of comprehensive automobile liability 01007.0001 2073274.2 -8-
insurance written on a per occurrence for bodily injury and property damage in an amount not less than $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars and any automobile.
(d) Professional Liability . Professional liability insurance appropriate to the Consultant’s profession, as determined by the City’s Risk Manager, provided that the limits shall be no less than $1,000,000 per claim and no less than $1,000,000 general aggregate. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive years following the completion of Consultant’s services or the termination of this Agreement. During this additional 5- year period, Consultant shall annually and upon request of the City submit written evidence of this continuous coverage.
(e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.
(g) Broader Coverages and Higher Limits . Notwithstanding anything else herein to the contrary, if Consultant maintains broader coverages and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverages and/or higher limits maintained by Consultant.

5.2 General Insurance Requirements.

All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents may apply in excess of, and not contribute with Consultant’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. Moreover, the insurance policy must specify that where the primary insured does not satisfy the self-insured retention, any additional insured may satisfy the self-insured retention.

All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of insurance are cancelled, the Consultant shall, prior to the cancellation date, submit new evidence of insurance in conformance with Section 5.1 to the Contract Officer.

No work or services under this Agreement shall commence until the Consultant has provided the City with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certi ficates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of and endorsements to all required insurance policies at any time. Any failure to comply 01007.0001 2073274.2 -9-
with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.

All certificates shall name the City as additional insured (providing the appropriate endorsement) and shall conform to the following “cancellation” notice:

CANCELLATION:

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE

CANCELLED BEFORE THE EXPIRATION DATED THEREOF,
THE ISSUING COMPANY SHALL MAIL THIRTY (30) -DAY

ADVANCE WRITTEN NOTICE TO CERTIFICATE HOLDER
NAMED HEREIN.
[to be initialed] ______________
Consultant Initials
City, its respective elected and appointed officers, directors, officials, employees, agents and volunteers are to be covered as additional insureds as respects: liability arising out of activities Consultant performs; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or any automobiles owned, leased, hired or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, employees or volunteers. Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

Any deductibles or self -insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Consultant shall procure a bond gua ranteeing payment of losses and related investigations, claim administration, defense expenses and claims. The Consultant agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Consultant may be held responsible for the payment of damages to any persons or property resulting from the Consultant’s activities or the activities of any person or persons for which t he Consultant is otherwise responsible nor shall it limit the Consultant’s indemnification liabilities as provided in Section 5.3.

In the event the Consultant subcontracts any portion of the work in compliance with Section 4.5 of this Agreement, the contract between the Consultant and such subcontractor shall require the subcontractor to maintain the same policies of insurance that the Consultant is required to maintain pursuant to Section 5.1, and such certificates and endorsements shall be provided to City.

5.3 Indemnification.

To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, 01007.0001 2073274.2 -10-
arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or e ntity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys’ fees incurred in connection therewith;
(b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom;
(c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to per form the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys’ fees.

Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement.

5.4 Sufficiency of Insurer.

Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A-” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City (“Risk 01007.0001 2073274.2 -11-
Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the risk manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to City, and access shall be provided by Consultant’s successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and r ecords if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed.

6.3 Ownership of Documents.

All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”) prepared by Consultant, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of 01007.0001 2073274.2 -12-
ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the City’s sole risk and without liability to Consultant, and Consultant’s guarantee and warranties shall not extend to such use, reuse or assignment. Consultant may retain copies of such documents for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.

6.4 Confidentiality and Release of Information.
(a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Contract Officer.
(b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives City notice of such court order or subpoena. (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorneys fees, caused by or incurred as a result of Consultant’s conduct. (d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, inte rrogatories, request for admiss ions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions 01007.0001 2073274.2 -13-
concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.

7.2 Disputes; Default.

In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default.

This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Consultant’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.

7.3 Retention of Funds.

Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, cost s, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein.

7.4 Waiver.

Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement.

Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver.

Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 01007.0001 2073274.2 -14-

7.5 Rights and Remedies are Cumulative.

Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercis e by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.

7.6 Legal Action.

In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue a legal action under this Agreement.

7.7 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Agreement except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, Consultant may terminate this Agreement if and on ly if all of the following criteria are met: (i) City is in default under the terms of this Agreement; (ii) Consultant has given City thirty (30) days’ written notice (or longer, if circumstances warrant) of the default and the reasons for the default; and (iii) City has failed to cure the default within said cure period. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Consultant ha s initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of City’s termination without cause pursuant to this Section, the City need not provide the Consultant with the opportunity to cure pursuant to Section 7.2.

7.8 Termination for Default of Consultant.

If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such 01007.0001 2073274.2 -15-
damages), and City may withhold any payments to the Consultant for the purpose of set -off or partial payment of the amounts owed by the City therefor.

7.9 Attorneys’ Fees.

If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be grante d, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

No officer or employee of the City shall be personally liable to the Consultant, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

8.2 Conflict of Interest.

Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement.

No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financi al interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation. The Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

8.3 Covenant Against Discrimination.

Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, r eligion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of 01007.0001 2073274.2 -16-
this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

8.4 Unauthorized Aliens.

Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq. , as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys’ fees, incurred by City.

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Carson, 701 East Carson, Carson, California 90745 and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy -two (72) hours from the time of mailing if mailed as provided in this Section.

9.2 Interpretation.

The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.

9.3 Counterparts.

This Agreement may be executed in any number of counterparts and each of such counterparts shall for all purposes be deemed to be an original, whether the signatures are originals, electronic, facsimiles or digital. All such counterparts shall together co nstitute but one and the same Agreement.

9.4 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification 01007.0001 2073274.2 -17-
of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

9.5 Severability.

In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless.

9.6 Warranty & Representation of Non-Collusion.

No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial inte rest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “non -interests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or cons equence of obtaining or being awarded any agreement.

Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not l imited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Consultant’s Authorized Initials _______

9.7 Corporate Authority.

The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreeme nt, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE]
01007.0001 2073274.2 -18-
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF CARSON, a municipal corporation

Lula Davis-Holmes, Mayor
ATTEST:

Dr. Khaleah K. Bradshaw, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP

Sunny K. Soltani, City Attorney
[pks; rjl]
CONSULTANT:

MATRIX CONSULTING GROUP, LTD, a
California corporation
By:

Name:

Title:

By:

Name:

Title:

Address: 1875 S Grant Street, #960
San Mateo, CA 94402

Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. APPROPRIATE ATTESTATIONS

SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONSULTANT’S BUSINESS ENTITY. 01007.0001 2073274.2

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES

On __________, 2026 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same i n his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________

___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. 01007.0001 2073274.2

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES

On __________, 2026 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same i n his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________

___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document. 01007.0001 2073274.2 A-1
EXHIBIT “A”

SCOPE OF SERVICES
I. Consultant will perform the following Services:

Consultant will develop a comprehensive cost allocation plan to ensure accurate accounting of departmental service costs, establish a valid basis for calculating and administering overhead rates and fees, and conduct a data -driven analysis of the City’s current fee structures to identify opportunities for cost recovery, revenue enhancement, and alignment with the cost of services provided.