Carson City Council
April 7, 2026

CITY OF CARSONHOUSING AUTHORITY/SUCCESSOR AGENCY/PUBLIC FINANCINGAUTHORITY/CITY COUNCIL AGENDA Tuesday, April 7, 2026
701 East Carson Street
City Hall
5:00 PM
Lula Davis-Holmes, Mayor
Dr. Jawane Hilton, District 1 Councilmember Cedric L. Hicks, Sr., Mayor Pro Tem and District 3 Councilmember Jim Dear, District 2 Councilmember Arleen Bocatija Rojas, District 4 Councilmember Dr. Khaleah Bradshaw, City Clerk Monica Cooper, City Treasurer “In accordance with the Americans with Disabilities Act of 1990, if you require a disability related modification or accommodation to attend or participate in this meeting, including auxiliary aids or services, please call theCity Clerk’s office at 310-952-1720 at least 48 hours prior to the meeting.” (Government Code Section 54954.2)

PUBLIC INFORMATION

The public may address the members of the City Council on any matters within the jurisdiction of the City Council or on any items on the agenda of the City Council during the designated public comment periods.There will be two Oral Communication sessions: one for Agendized Items (comment about items ON the agenda) and the other for non-Agendized items (comment about items NOT on the Agenda). The OralCommunications portion of the agenda is limited to a duration of one hour unless otherwise approved by the City Council. Comment time is normally 3 minutes depending on the number of speakers.

PUBLIC VIEWING AVAILABLE BY:

Livestream on the City’s website: The meeting will be streamed live over the internet via:
www.carsonca.gov
Youtube : www.youtube.com/@CityofCarsonCalifornia
Cable TV: Spectrum (Channel 35) and ATT (Channel 99)

IF YOU ARE NOT ABLE TO ATTEND THE MEETING IN-PERSON, PUBLIC COMMENTS CAN BE SUBMITTED BEFORE THE MEETING AT/VIA:

Email: Public comments can be emailed to [email protected]. The cut-off time to submit any email communications is 3:00 p.m. on the day of the meeting.

Written: Written comments can be dropped off at the City Clerk’s Office at City Hall. The cut- off time to submit any written communications is 3:00 p.m. on the day of the meeting. Written comments dropp CALL TO ORDER: CITY COUNCIL/SUCCESSOR AGENCY/HOUSING AUTHORITY (5:00 pm)

ROLL CALL (CITY CLERK)

FLAG SALUTE
INVOCATION (Item 1)

1. BISHOP THOMAS ALEXANDER, SR. FROM CARSON CHRISTIAN OUTREACH APOSTOLIC CHURCH CLOSED SESSION (Items 2-6)

REPORT ON ANY PUBLIC COMMENTS ON CLOSED SESSION ITEMS (CITY CLERK)

ANNOUNCEMENT OF CLOSED SESSION ITEMS (CITY ATTORNEY)
RECESS INTO CLOSED SESSION UNTIL 6:00 P.M. OR UNTIL THE END OF CLOSED SESSION, WHICHEVER

OCCURS FIRST

2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS (CITY COUNCIL) — A closed session will be held, pursuant to Government Code Section 54956.8, to enable the City to consider negotiations with Jamboree Housing Corporation, with whom the City is negotiating, and to give direction to its negotiator David C. Roberts., Jr., City Manager, regarding that certain real property known as 24205 Avalon Boulevard, Carson, CA 90745, APN: 7406-017-035 and 24219 Avalon Boulevard, Carson, CA 90745, APN’s 7406-018-909 and 7406-018-908. The City’s real property negotiator will seek direction from the City Council regarding price and terms of payment and disposition of real property, including consideration of an Exclusive Negotiating Agreement.

3. CONFERENCE WITH LABOR NEGOTIATOR (CITY COUNCIL)
— A closed session will be held, pursuant to Government Code 54957.6, with City Manager, Assistant City Manager, and Human Resources Officer, its negotiators(s), regarding labor negotiations with American Federation of State, County and Municipal Employees (AFSCME Local 809) Part-time.

4. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION (CITY COUNCIL) — A closed session will be held, pursuant to Government Code Section 54956.9(d)(2) or (d)(3) and (e)(1), because there is a significant exposure to litigation in 1 case(s).

5. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION (CITY COUNCIL) — A closed session will be held, pursuant to Government Code Section 54956.9 (d)(4), because the City is considering whether to initiate litigation in 1 potential case.

6. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION (CITY COUNCIL) — A closed session will be held, pursuant to Government Code Section 54956.9(d)(1), to confer with legal counsel regarding pending litigation to which the City of Carson is a party. The title of such litigation is as follows: Virginia Garcia, et al. v. City of Carson, et al. Los Angeles County Superior Court Case No. 24CMCV00552.

RULES OF DECORUM:

1. No person attending a Public Meeting shall engage in disorderly or boisterous conduct, including but not limited to applause, whistling, stamping of feet, booing, or making any loud, threatening, profane, abusive, personal, impertinent, or slanderous utterance-that disturbs, disrupts, or otherwise impedes the orderly conduct of the meeting.

2. All remarks by members of the public shall be addressed to the Mayor or the Chair and not to any other member of the public or to any single Council, Board or Commission Member unless in response to a question from that Member.

3. Signs, placards, banners, or other similar items shall not be permitted in the audience during a Public Meeting if the presence of such item disturbs, disrupts or otherwise impedes the orderly conduct of the meeting.

4. All persons attending a Public Meeting shall remain seated in the seats provided, unless addressing the body at the podium or entering or leaving the meeting.

5. All persons attending a Public Meeting shall obey any lawful order of the Presiding Officer to enforce the Rules of Decorum.
• Treat everyone courteously
• Listen to others respectfully
• Exercise self-control
• Give open-minded consideration to all viewpoints
• Focus on the issues and avoid personalizing debate
• Embrace respectful disagreement and dissent as democratic rights that are inherent components of an inclusive public process and tools for forging sound decisions RECONVENE TO OPEN SESSION AT 6:00 P.M. OR AT THE END OF CLOSED SESSION, WHICHEVER OCCURS FIRST

REPORT ON CLOSED SESSION ACTIONS (CITY ATTORNEY)
INTRODUCTIONS (MAYOR) (Items 7-8)

7. REPORT FROM CAPTAIN NORMAN OF CARSON SHERIFF'S STATION

8. REPORT FROM ASSISTANT CHIEF KANE OF LOS ANGELES COUNTY FIRE PRESENTATIONS (Items 9-15)

9. 2026 STATE OF THE CITY RECAP VIDEO

10. UPDATE ON THE CARSON EXPERIENCE CITY WEBPAGE

11. PROCLAMATION RECOGNIZING AUTISM AWARENESS/ ACCEPTANCE MONTH

12. PROCLAMATION RECOGNIZING NATIONAL VOLUNTEER MONTH

13. PROCLAMATION RECOGNIZING NATIONAL YOUTH VIOLENCE PREVENTION/ VIOLENCE AWARENESS MONTH

14. PROCLAMATION RECOGNIZING EARTH MONTH

15. UPDATE ON THE CITY'S COMMERCIAL FACADE IMPROVEMENT PROGRAM

ORAL COMMUNICATIONS FOR MATTERS LISTED ON THE AGENDA (MEMBERS OF THE PUBLIC) (LIMITED

TO ONE HOUR)
The public may address the members of the City Council/Housing Authority/Successor Agency on any matters within the jurisdiction of the City Council/Housing Authority/Successor Agency or on any items on the agenda of the City Council/Housing Authority/Successor Agency, other than closed session matters, prior to any action taken on the agenda. Speakers are limited to no morethan three minutes, speaking once. Oral communications will be limited to one (1) hour unless extended by order of the Mayor with approval of the City Council.

APPROVAL OF MINUTES (Item 16)

16. APPROVAL OF THE FOLLOWING CARSON CITY COUNCIL/SUCCESSOR AGENCY/HOUSING AUTHORITY MEETING MINUTES - MARCH 17, 2026 (REGULAR)

RECOMMENDED ACTION
— 1. APPROVE the minutes as listed.

CONSENT (Items 17-31)

ANY ITEM OR ITEMS MAY BE REMOVED FOR DISCUSSION
These items are considered to be routine items of business and have, therefore, been placed on the CONSENT CALENDAR. For items remaining on the CONSENT CALENDAR, a single motion to ADOPT the recommended action is in order.

17. CONSIDER MONTHLY INVESTMENT AND CASH REPORT FOR THE CITY OF CARSON, CARSON HOUSING AUTHORITY, CARSON SUCCESSOR AGENCY-MONTH ENDING FEBRURY 28, 2026 (CITY COUNCIL)

RECOMMENDED ACTION
— 1. RECEIVE and FILE this report.

18. CONSIDER ADOPTING RESOLUTION NO. 26-032 , A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON RATIFYING CLAIMS AND DEMANDS IN THE AMOUNT OF $8,280,728.28, DEMAND CHECK NUMBERS 184026 THROUGH 184335 AND 295 THROUGH 296 (CITY COUNCIL)

RECOMMENDED ACTION
— 1. WAIVE further reading and ADOPT Resolution No. 26-032, "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON RATIFYING CLAIMS AND DEMANDS IN THE AMOUNT OF $8,280,728.28, DEMAND CHECK NUMBERS 184026 THROUGH 184335 AND 295 THROUGH 296"

19. CONSIDER AN UPDATE ON CITY COMMISSIONS (CITY COUNCIL)

RECOMMENDED ACTION
— 1. RECEIVE and FILE this report.

20. CONSIDER APPROVAL OF AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT #25-060 WITH ESPARZA CONSULTANTS, LLC. TO PROVIDE ON-CALL CONSULTING SERVICES TO THE FINANCE

DEPARTMENT (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE Amendment No. 2 with Esparza Consultants for On-Call Financial Consulting services, increasing the contract sum by $47,000 for a not-to-exceed amount of $120,995.00, to support additional services related to the Finance Department's procurement function. — 2. AUTHORIZE the Mayor to execute contract Amendment No. 2 with Esparza Consultants following approval as to form by the City Attorney.

21. CONSIDER APPROVAL OF AN AGREEMENT WITH HINDERLITER, DE LLAMAS AND ASSOCIATES TO PROVIDE PROFESSIONAL AUDIT AND ANALYSIS OF THE CITY’S SALES, TRANSACTIONS AND USE TAX RECORDS. (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE contract for professional services with Hinderliter, de Llamas & Associates for sales and use tax consulting and audit services for a total amount not to exceed $800,000, for a term of 5 years; and
— 2. AUTHORIZE the Mayor to execute the contract after approval as to form by the City Attorney.

22. CONSIDER APPROVAL OF AN AGREEMENT WITH HDL COREN & CONE TO PROVIDE PROPERTY TAX ASSESSMENT REVIEW AND REVENUE RECOVERY SERVICES. (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE contract for professional services with HdL Coren & Cone for property tax assessment review and revenue recovery services for a total agreement amount not to exceed $118,975 plus 25% of net property tax revenues recovered by consultant not to exceed $10,000, for a term of 5 years; and — 2. AUTHORIZE the Mayor to execute the contract after approval as to form by the City Attorney.

23. CONSIDER ADOPTING RESOLUTION NO. 26-021, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CARSON, THE BOARD OF THE CARSON HOUSING AUTHORITY, AND THE BOARD OF THE SUCCESSOR

AGENCY TO THE FORMER CARSON REDEVELOPMENT AGENCY, ADOPTING A RECORDS RETENTION

SCHEDULE FOR THE CITY OF CARSON, THE CARSON HOUSING AUTHORITY, AND THE SUCCESSOR

AGENCY TO THE CARSON REDEVELOPMENT AGENCY

RECOMMENDED ACTION
— 1. WAIVE further reading and ADOPT Resolution No. 26-021, "A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF CARSON, CALIFORNIA, THE BOARD OF THE CARSON HOUSING AUTHORITY, AND THE

BOARD OF THE SUCCESSOR AGENCY TO THE FORMER CARSON REDEVELOPMENT AGENCY, ADOPTING A

RECORDS RETENTION SCHEDULE FOR THE CITY OF CARSON, THE CARSON HOUSING AUTHORITY, AND THE SUCCESSOR AGENCY TO THE CARSON REDEVELOPMENT AGENCY"

24. CONSIDER APPROVAL OF AN AGREEMENT WITH CIVICPLUS, LLC FOR NEXTREQUEST PUBLIC RECORDS

ACT (PRA) MANAGEMENT SOFTWARE (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE the Master Services Agreement and Addendum to Master Services Agreement with CivicPlus, LLC for the implementation and licensing of NextRequest software in an amount not to exceed $17,049.97.
— 2. AUTHORIZE the City Manager to execute the agreement and addendum subject to approval as to form by the City Attorney.

25. CONSIDER AWARDING A PURCHASE ORDER TO WINNER CHEVROLET INC. FOR THE PURCHASE OF THREE 2026 OR NEWER CHEVROLET BLAZER ELECTRIC VEHICLES FOR THE PUBLIC SAFETY & EMERGENCY

MANAGEMENT DEPARTMENT (CITY COUNCIL)

RECOMMENDED ACTION
— 1. AUTHORIZE the Purchasing Manager to issue a Purchase Order in the amount not to exceed $155,374.28 for the purchase of three new 2026 or newer Chevrolet Blazer electric vehicles.

26. CONSIDER APPROVAL OF AMENDMENT NO. 6 TO THE AGREEEMENT WITH JOHNSON CONTROLS BUILDING SOLUTIONS, LLC, CONTRACT (23-083) FOR EXPANSION OF SURVEILLANCE CAMERAS AT CITY

FACILITIES (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE Amendment No. 6 to the agreement with Johnson Controls Building Solutions, LLC to increase the contract sum from $8,288,521.52 to $9,207,140.32; and — 2. AUTHORIZE the Mayor to execute Amendment No. 6, following approval as to form by the City Attorney.

27. CONSIDER ADOPTION OF RESOLUTION NO. 26-028, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON AMENDING THE FISCAL YEAR 2025–2026 BUDGET, INCLUDING THE ALLOCATION OF

PROPOSITION A AND PROPOSITION C LOCAL RETURN FUNDS FOR TRANSPORTATION PURPOSES,

ACROSS THE GENERAL FUND, SPECIAL REVENUE FUNDS, ENTERPRISE FUNDS, AND THE CAPITAL

IMPROVEMENT PROGRAM (CIP) FUND (CITY COUNCIL)

RECOMMENDED ACTION
— 1. ADOPT Resolution No. 26-028, titled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON AMENDING THE FISCAL YEAR 2025-2026 BUDGET IN THE GENERAL FUND, SPECIAL REVENUE FUNDS, ENTERPRISE FUNDS, AND THE CAPITAL IMPROVEMENT PROGRAM (CIP) FUND,” which formally updates the City’s budget to reflect current funding needs, allocations, and priorities across these funds.

28. CONSIDER APPROVING AMENDMENT NO. 2 TO CONTRACT SERVICES AGREEMENT NO. 21-032 WITH ACTIVE NETWORK, LLC TO CONTINUE PROVIDING THE CITY’S ACTIVITY REGISTRATION AND FACILITY

RESERVATION SOFTWARE SERVICES (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE the proposed Amendment No. 2 to the Contract Services Agreement between the City and Active Network, LLC (see Exhibit No. 3), which will extend the agreement for an additional two years at a cost of $124,670.92, and increase the total not-to-exceed contract amount from $370,000 to $494,670.92; and,
— 2. AUTHORIZE the Mayor to sign and execute the proposed Amendment No. 2, after it has been reviewed and approved as to form by the City Attorney.

29. CONSIDER ACCEPTING A GRANT FROM THE LOS ANGELES DODGERS FOUNDATION IN THE AMOUNT OF $33,072 TO SUPPORT THE CITY’S SUMMER YOUTH BASEBALL AND SOFTBALL PROGRAMS; ADOPTING RESOLUTION NO. 26-031 TO AMEND THE FISCAL YEAR 2025-2026 OPERATING BUDGET IN BOTH THE GENERAL FUND AND SPECIAL REVENUE FUNDS; AND APPROVING THE ASSOCIATED GRANT AGREEMENT (CITY COUNCIL)

RECOMMENDED ACTION
— 1. ACCEPT the 2026 Dodgers Dreamteam grant from the Los Angeles Dodgers Foundation, which provides $33,072 in funding, along with additional goods and services (such as uniforms, equipment, and program support), to help operate the City of Carson’s Summer Youth Baseball and Softball Leagues;
— 2. WAIVE further reading and ADOPT Resolution No. 26-031, titled “A RESOLUTION OF THE CARSON CITY COUNCIL AMENDING THE FISCAL YEAR 2025-2026 OPERATING BUDGET IN THE GENERAL FUND AND SPECIAL REVENUE FUNDS TO FORMALLY ACCEPT A 2026 DODGERS DREAMTEAM GRANT,” which formally updates the City’s budget to include and properly allocate the grant funds; — 3. APPROVE the Grant Agreement (Exhibit No. 3), which outlines the terms, conditions, and responsibilities associated with receiving and using the grant funds; and, — 4. AUTHORIZE the Mayor to sign and execute the Grant Agreement on behalf of the City, after it has been reviewed and approved as to form by the City Attorney.

30. CONSIDER AUTHORIZING A REQUEST TO THE SOUTH BAY CITIES COUNCIL OF GOVERNMENTS FOR ADDITIONAL FUNDING TO INCORPORATE A MOBILITY HUB INTO PROJECT NO. 1780: VICTORIA TRANSIT

CENTER (CITY COUNCIL)

RECOMMENDED ACTION
— 1. AUTHORIZE the City Manager, or his designee, to formally submit a letter to the South Bay Cities Council of Governments requesting an additional $4,000,000 in Measure R funding for Project No. 1780:

Victoria Transit Center, in order to expand the project to include construction of a Mobility Hub that will provide additional transportation options and services.

31. CONSIDER ADOPTING RESOLUTION NO. 26-033 OFFERING REWARDS FOR INFORMATION RESULTING IN

SUCCESSFUL ENFORCEMENT ACTION BY THE CITY AGAINST ANY PERSON FOR VIOLATING THE CITY'S

FIREWORKS ORDINANCE (CITY COUNCIL)

RECOMMENDED ACTION
— 1. WAIVE further reading and ADOPT Resolution No. 26-033, "A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF CARSON, CALIFORNIA, OFFERING REWARDS FOR INFORMATION RESULTING IN SUCCESSFUL ENFORCEMENT ACTION BY THE CITY AGAINST ANY PERSON FOR VIOLATING THE CITY’S FIREWORKS ORDINANCE"

SPECIAL ORDERS OF THE DAY
Public testimony is restricted to three minutes per speaker, speaking once (excepting applicants who are afforded a right of rebuttal, if desired), unless
extended by order of the Mayor with the approval of the City Council.

DISCUSSION (Items 32-33)

32. CONSIDER AN UPDATE ON CITY PROJECTS (CITY COUNCIL)

RECOMMENDED ACTION
— 1. DISCUSS the report.

33. CONSIDERATION OF ONLY LOCAL UNCONTESTED APPOINTMENTS TO THE CITY’S COMMISSIONS,

COMMITTEES, AND BOARDS, AND CITY AFFILIATED ORGANIZATIONS BY MAYOR AND CITY COUNCIL

AND CONSIDER ALL (CONTESTED AND UNCONTESTED) APPOINTMENTS TO ALL COMMISSIONS (CITY

COUNCIL)

RECOMMENDED ACTION
— 1. CONSIDER and only APPOINT uncontested members to the City Commissions, Committees, and Boards;
— 2. CONSIDER and APPOINT all (contested and uncontested) members to all commissions; — 3. CONSIDER and APPOINT members to City Affiliated Organizations; — 4. DIRECT the City Clerk to notify all affected appointments of this action in writing; — 5. IF APPLICABLE, DIRECT the City Clerk to post and publish in accordance with the Maddy Act ORDINANCE SECOND READING (Item 34)

34. SECOND READING AND ADOPTION OF ORDINANCE NO. 26-2606, APPROVING AN AMENDED AND RESTATED DEVELOPMENT AGREEMENT NO. 23-19 BETWEEN THE CITY OF CARSON, IMPERIAL AVALON DE, LLC, AND LENNAR HOMES OF CALIFORNIA, LLC FOR A PROPOSED MIXED-USE PROJECT AT 21207 S.

AVALON BLVD. (CITY COUNCIL)

RECOMMENDED ACTION
— 1. CONDUCT a Second Reading, by title only and with further reading waived, and ADOPT Ordinance No. 26-2606, "AN UNCODIFIED ORDINANCE OF THE CITY OF CARSON, CALIFORNIA APPROVING AMENDED AND RESTATED DEVELOPMENT AGREEMENT NO. 23-19 BETWEEN THE CITY OF CARSON,

IMPERIAL AVALON DE, LLC, AND LENNAR HOMES OF CALIFORNIA, LLC FOR A PROPOSED MIXED-USE PROJECT AT 21207 S. AVALON BLVD."

ORAL COMMUNICATIONS FOR MATTERS NOT LISTED ON THE AGENDA (MEMBERS OF THE PUBLIC) The public may at this time address the members of the City Council/Housing Authority/Successor Agency on any matters within the jurisdiction of the City Council/Housing Authority/Successor Agency. No action may be taken on non-agendized items except as authorized by law. Speakers are requested to limit their comments to no more than three minutes each, speaking once.

COUNCIL MEMBER REQUESTS TO ADD ITEMS TO FUTURE AGENDAS

ORAL COMMUNICATIONS (COUNCIL MEMBERS)

ANNOUNCEMENT OF UNFINISHED OR CONTINUED CLOSED SESSION ITEMS (AS NECESSARY)

RECESS TO CLOSED SESSION

RECONVENE TO OPEN SESSION

REPORT OF ACTIONS ON UNFINISHED OR CONTINUED CLOSED SESSION ITEMS

MEMORIAL ADJOURNMENTS

ADJOURNMENT
Date Posted: April 1, 2026

CITY OF CARSON

MINUTES

CARSON CITY COUNCIL/

SUCCESSOR AGENCY/HOUSING AUTHORITY

REGULAR MEETING
TUESDAY, MARCH 17, 2026, 5:00 P.M.

CALL TO ORDER: CITY COUNCIL/SUCCESSOR AGENCY/HOUSING AUTHORITY (5:00 pm) The meeting was called to order at 5:03 P.M. by Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Cedric Hicks, Sr. in the Helen Kawagoe Council Chambers, Carson City Hall, located at 701 E. Carson Street, Carson, California 90745.

ROLL CALL (CITY CLERK)
City Clerk/Agency Secretary/Authority Secretary, Dr. Khaleah K. Bradshaw noted the roll:

Council Members/Agency Members/Authority Board Members Present:

Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Cedric Hicks, Sr.

Council Member/Agency Member/Authority Board Member Jim Dear Council Member/Agency Member/Authority Board Member, Dr. Jawane Hilton Council Member/Agency Member/Authority Board Member Arleen Rojas Council Members/Agency Members/Authority Board Members Absent:

Mayor/Agency Chairman/Authority Chairman Lula Davis-Holmes (Entered during Closed Session at 5:25 P.M.)
Also Present:

Monica Cooper, City/Agency/Authority Treasurer; Sunny Soltani, City/Agency/Authority Attorney; David C. Roberts, Jr., City Manager; Dr. Robert Lennox, Assistant City Manager; John Raymond, Executive Director; Michael Whittiker, Jr., Director of Community Services; Dr. Arlington Rodgers, Jr., Director of Public Works; Nora Garcia, Director of Public Safety and Emergency Services; William Jefferson, Director of Finance; Gary Carter, Director of Information Technology and Security; Joshua Boudreaux, Director of Human Resources; Thomas Toman, Deputy City Manager; Armine Chaparyan, Deputy City Manager; Nathan Freeman, Director of Community and Economic Development; Michael George, Government Affairs Officer; Reata Kulcsar, Energy and Sustainability Officer; and Kourtney Cullors, Chief Deputy City Clerk

FLAG SALUTE
Council Member/Agency Member/Authority Board Member Rojas led the Pledge of Allegiance.

INVOCATION (Item 1)

1. PASTOR PAUL STARKS OF GREATER LOVE REFORMED BAPTIST CHURCH Pastor Paul Starks gave the invocation.

CLOSED SESSION (Items 2-4)

2. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION (CITY COUNCIL) — A closed session will be held, pursuant to Government Code Section 54956.9(d)(2) or (d)(3) and (e)(1), because there is a significant exposure to litigation in one case.

ACTION: The City Council reached a settlement and once the settlement agreement is completed a copy will be provided in the City Clerk's Office.

3. CONFERENCE WITH LABOR NEGOTIATOR (CITY COUNCIL)
— A closed session will be held, pursuant to Government Code 54957.6, with City Manager, Assistant City Manager, and Human Resources Officer, its negotiators, regarding labor negotiations with American Federation of State, County and Municipal Employees (AFSCME Local 809) Part- time.

ACTION: No reportable action was taken.

4. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION (CITY COUNCIL) — A closed session will be held, pursuant to Government Code Section 54956.9(d)(1), to confer with legal counsel regarding pending litigation to which the City of Carson is a party. The title of such litigation is as follows: Justin Battle v. City of Carson; Case No. 24STCV17820.

ACTION: No reportable action was taken.

REPORT ON ANY PUBLIC COMMENTS ON CLOSED SESSION ITEMS (CITY CLERK) None.

ANNOUNCEMENT OF CLOSED SESSION ITEMS (CITY ATTORNEY)
City/Agency/Authority Attorney Soltani announced the Closed Session items.

RECESS INTO CLOSED SESSION UNTIL 6:00 P.M. OR UNTIL THE END OF CLOSED SESSION,

WHICHEVER OCCURS FIRST
The meeting was recessed at 5:08 P.M. by Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Hicks, Sr. to Closed Session.

2. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION (CITY COUNCIL)

3. CONFERENCE WITH LABOR NEGOTIATOR (CITY COUNCIL)-

4. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION (CITY COUNCIL) RULES OF DECORUM:

A recording of the Rules of Decorum was presented at the beginning of the meeting.

RECONVENE TO OPEN SESSION AT 6:00 P.M. OR AT THE END OF CLOSED SESSION, WHICHEVER

OCCURS FIRST
The meeting was reconvened at 6:02 P.M. by Mayor/Agency Chairman/Authority Chairman Davis- Holmes with all members previously noted present.

REPORT ON CLOSED SESSION ACTIONS (CITY ATTORNEY)
City/Agency/Authority Attorney Soltani gave the Closed Session Report.

This item was heard again at 6:36 P.M.

City/Agency/Authority Attorney Soltani gave the Closed Session Report for Item No. 4.

INTRODUCTIONS (MAYOR) (Item 5)

5. REPORT FROM CAPTAIN NORMAN OF CARSON SHERIFF'S STATION- 6:36 PM Item No. 5 was heard after the second Report on Closed Session Actions.

Captain Norman summarized the recent law enforcement activities and gave a crime report.

PRESENTATIONS (Items 6-8)

6. CERTIFICATE OF RECOGNITION TO UCHENNA NWOSU FOR HIS PERFORMANCE AND VICTORY

IN SUPERBOWL LX
Item No. 6 was heard after Report on Closed Session Actions.

Mayor/Agency Chairman/Authority Chairman Davis-Holmes introduced Uchenna Nwosu. The Mayor and City Council presented a trophy to him for his performance and victory in Superbowl LX who offered comments and words of gratitude.

RECESS:

The meeting was recessed at 6:17 P.M. by Mayor/Agency Chairman/Authority Chairman Davis-Holmes back to Closed Session for Item No. 4.

RECONVENE:

The meeting was reconvened at 6:36 P.M. by Mayor/Agency Chairman/Authority Chairman Davis-Holmes with all members previously not present.

7. WOMEN'S ISSUES COMMISSION QUARTERLY REPORT
Item No. 7 was heard after Item No. 8.

Carolyn Foster, Chairperson of the Women's Issues Commission, gave a January 2025-February 2026 report.

8. RECOGNITION FOR LOS ANGELES COUNTY SHERIFF'S DEPUTIES FOR THEIR RECENT

SUCCESSFUL RESCUE OPERATION
Item No. 8 was heard after Item No. 5.

Council Member/Agency Member/Authority Board Member Rojas introduced the Los Angeles County Sheriff Deputies and Detectives. The Mayor and City Council presented the Sheriff Deputies and Detectives each with a Certificate of Recognition for their recent successful rescue operation. Detective Shane offered comments regarding the rescue operation and offered words of gratitude.

ORAL COMMUNICATIONS FOR MATTERS LISTED ON THE AGENDA (MEMBERS OF THE PUBLIC) (LIMITED TO ONE HOUR)
None.

APPROVAL OF MINUTES (Item 9)

9. APPROVAL OF THE FOLLOWING CARSON CITY COUNCIL/SUCCESSOR AGENCY/HOUSING AUTHORITY MEETING MINUTES - MARCH 3, 2026 (REGULAR)- 6:57 PM

RECOMMENDED ACTION
— 1. APPROVE the minutes as listed.

Motion To Approve submitted by Cedric L. Hicks Sr. seconded by Jim Dear resulting in 5-0-0-0- 0 CONSENT (Items 10-24)
Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Hicks, Sr. requested to remove Items No. 18 and 21 for discussion.

Motion To Approve submitted by Jim Dear seconded by Dr. Jawane Hilton resulting in 5-0-0-0-0

10. CONSIDER A REPORT OF ALL CITY CONTRACTS APPROVED UNDER THE AUTHORITY OF DEPARTMENT DIRECTORS FOR THE PERIOD FEBRUARY 1, 2026 THROUGH FEBRUARY 28, 2026 PURSUANT TO CMC SECTION 2604 (CITY COUNCIL)

RECOMMENDED ACTION
— 1. RECEIVE and FILE this report.

ACTION: Item No. 10 was approved on Consent.

11. CONSIDER A REPORT OF ALL CITY CONTRACTS APPROVED UNDER CITY MANAGER AUTHORITY FOR THE PERIOD FEBRUARY 1, 2026 THROUGH FEBRUARY 28, 2026 PURSUANT TO CMC SECTION 2604 (CITY COUNCIL)

RECOMMENDED ACTION
— 1. RECEIVE and FILE this report.

ACTION: Item No. 11 was approved on Consent.

12. CONSIDER A REPORT ON ALL INTRADEPARTMENTAL BUDGET TRANSFERS APPROVED UNDER THE CITY MANAGER OR DESIGNEE AUTHORITY FOR THE MONTH OF FEBRUARY 2026 PER ORDINANCE 24-2401 (CITY COUNCIL)

RECOMMENDED ACTION
— 1. RECEIVE and FILE the report (Exhibit No. 1).

ACTION: Item No. 12 was approved on Consent.

13. CONSIDER ADOPTING RESOLUTION NO. 26-027, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON RATIFYING CLAIMS AND DEMANDS IN THE AMOUNT OF $1,300,360.93, DEMAND CHECK NUMBERS 183818 THROUGH 183922 FOR GENERAL DEMAND (CITY COUNCIL)

RECOMMENDED ACTION
— 1. WAIVE further reading and ADOPT Resolution No. 26-027, "A RESOLUTION OF THE CITY

COUNCIL OF THE CITY OF CARSON RATIFYING CLAIMS AND DEMANDS IN THE AMOUNT OF $1,300,360.93, DEMAND CHECK NUMBERS 183818 THROUGH 183922 FOR GENERAL DEMAND."
ACTION: Item No. 13 was approved on Consent.

14. CONSIDER ADOPTING RESOLUTION NO. 26-04-CHA, A RESOLUTION OF THE CARSON HOUSING AUTHORITY RATIFYING CLAIMS AND DEMANDS IN THE AMOUNT OF $22,990.58, DEMAND CHECK NUMBERS HA-002104 THROUGH HA-002109 (HOUSING AUTHORITY)

RECOMMENDED ACTION
— 1. WAIVE further reading and ADOPT Resolution No. 26-04-CHA, "A RESOLUTION OF THE

CARSON HOUSING AUTHORITY RATIFYING CLAIMS AND DEMANDS IN THE AMOUNT OF $22,990.58, DEMAND CHECK NUMBERS HA-002104 THROUGH HA-002109".

ACTION: Item No. 14 was approved on Consent.

15. CONSIDER ADOPTING RESOLUTION NO. 26-04-CSA, A RESOLUTION OF THE CARSON SUCCESSOR AGENCY CLAIMS AND DEMANDS IN THE AMOUNT OF $407.20, DEMAND CHECK NUMBERS SA-001986 THROUGH SA-001987 (SUCCESSOR AGENCY)

RECOMMENDED ACTION
— 1. WAIVE further reading and ADOPT Resolution NO. 26-04-CSA, "A RESOLUTION OF THE CARSON SUCCESSOR AGENCY CLAIMS AND DEMANDS IN THE AMOUNT OF $407.20, DEMAND CHECK NUMBERS SA-001986 THROUGH SA-001987".

ACTION: Item No. 15 was approved on Consent.

16. CONSIDER TAKING A POSITION OF OPPOSITION TO ASSEMBLY BILL 1768 (BRYAN) AND THE RELATED LOS ANGELES COUNTY SALES TAX MEASURE PROPOSED FOR THE JUNE 2026 BALLOT (CITY COUNCIL)

RECOMMENDED ACTION
— 1. TAKE a position of OPPOSITION and DIRECT staff to submit the proposed letters.

ACTION: Item No. 16 was approved on Consent.

17. CONSIDER APPROVAL OF CONTRACT AMENDMENT NO. 1 FOR AMERICAN SIGN LANGUAGE

INTERPRETATION SERVICES (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE Amendment No.1 to contract with Language Network for American Sign Language Interpretation Services, for an increased amount not to exceed $95,000, increasing the total contract sum to $155,000; and
— 2. AUTHORIZE the Mayor to execute the amendment after approval as to form by the City Attorney.

ACTION: Item No. 17 was approved on Consent.

18. CONSIDER APPROVAL TO AMENDMENT NO. 2 FOR CONTRACT SERVICES WITH MDG

ASSOCIATES FOR RESIDENTIAL AND COMMERCIAL FACADE INSPECTIONS AND PROJECT

COORDINATION SERVICES (CITY COUNCIL)
** Item was Removed from Consent

RECOMMENDED ACTION
— 1. APPROVE the proposed Amendment No. 2 to the Contract Services Agreement with MDG Associates to continue to provide professional services to the City's Housing Division and Community Development Department, increasing the contract amount by $768,249.99, for a new total not-to-exceed amount of $1,536,499.99, and extend the contract term through June 20, 2029.
— 2. AUTHORIZE the Mayor to execute the proposed Amendment No. 2, subject to approval as to form by the City Attorney.

Item No. 18 was heard after approval of the Consent items.

Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Hicks, Sr. asked if there is a time schedule for the next strip malls to be in place for the next Facade Improvement Program particularly the shopping center near Carson Street and Santa Fe Avenue. Director Freeman gave an update of the Facade Improvement Program.

Motion To Approve submitted by Cedric L. Hicks Sr. seconded by Dr. Jawane Hilton resulting in 5-0-0-0-0

19. CONSIDER APPROVAL OF A CONTRACT SERVICES AGREEMENT WITH SAMI’S REFEREES, LLC TO PROVIDE ON-CALL YOUTH SPORTS OFFICIATING SERVICES FOR THE CITY’S RECREATION

PROGRAMS (CITY COUNCIL)

RECOMMENDED ACTION
— 1. WAIVE any minor irregularities or informalities in the proposal, in accordance with Carson Municipal Code (CMC) Section 2611(l)(2);
— 2. AWARD a contract for youth sports officiating services only and APPROVE the proposed Contract Services Agreement with Sami’s Referees, LLC, for a total not-to-exceed contract amount of $1,120,000 over a five-year term, beginning April 21, 2026 (Exhibit No. 4; “Agreement”); and,
— 3. AUTHORIZE the Mayor to execute the Agreement with Sami’s Referees, LLC, subject to approval as to form by the City Attorney.

ACTION: Item No. 19 was approved on Consent.

20. CONSIDER APPROVING MEMORANDUM OF UNDERSTANDING (MOU) WITH LOS ANGELES

COUNTY METROPOLITAN TRANSPORTATION AUTHORITY (LACMTA) FOR THE CITY OF CARSON

TO BECOME A MEMBER OF THE REGIONAL INTEGRATION OF INTELLIGENT TRANSPORTATION

SYSTEMS (RIITS) (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE Memorandum of Understanding between the City of Carson and LACMTA. — 2. AUTHORIZE the Mayor to execute Memorandum of Understanding between the City of Carson and LACMTA, following approval as to form by the City Attorney ACTION: Item No. 20 was approved on Consent.

21. CONSIDER AUTHORIZING STAFF TO ADVERTISE FOR CONSTRUCTION BIDS FOR PROJECT NO. 1776 - CALAS PARK STORMWATER AND WATER QUALITY IMPROVEMENTS SUPPLEMENTAL

ENVIRONMENTAL PROJECT, APPROVE REQUIRED CEQA ACTIONS, AND APPROVE A USE AND

MAINTENANCE AGREEMENT WITH THE LOS ANGELES COUNTY FLOOD CONTROL DISTRICT (CITY

COUNCIL)
** Item was Removed from Consent

RECOMMENDED ACTION
— 1. AUTHORIZE staff to advertise the project and invite construction bids for Project No. 1776 – Calas Park Stormwater and Water Quality Improvements Supplemental Environmental Project; — 2. APPROVE the California Environmental Quality Act (CEQA) Initial Study and Mitigated Negative Declaration (MND) for the proposed project, which confirms that the project will not have significant environmental impacts when required mitigation measures are implemented; — 3. AUTHORIZE staff to file and record a Notice of Determination for the project with the Los Angeles County Clerk and the State Clearinghouse at the Governor’s Office of Planning and Research, as required under CEQA following project approval; — 4. APPROVE the Use and Maintenance Agreement with the Los Angeles County Flood Control District, which allows the project to connect to and utilize the County’s storm drain system and establishes the City’s responsibility for maintaining the related stormwater improvements; and, — 5. AUTHORIZE the Mayor to execute the Use and Maintenance Agreement with the Los Angeles County Flood Control District, subject to approval as to form by the City Attorney.

Item No. 21 was heard after Item No. 18.

Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Hicks, Sr. requested a report.

Director Rodgers, Jr. gave a report.

Motion To Approve submitted by Cedric L. Hicks Sr. seconded by Dr. Jawane Hilton resulting in 5-0-0-0-0

22. CONSIDER ADOPTING THE FINAL 2025 PAVEMENT MANAGEMENT PROGRAM REPORT PREPARED BY APPLIED RESEARCH ASSOCIATES, INC. (ARA) (CITY COUNCIL)

RECOMMENDED ACTION
— 1. RECEIVE, FILE, and ADOPT the final 2025 Pavement Management Program Report prepared by Applied Research Associates, Inc.

ACTION: Item No. 22 was approved on Consent.

23. CONSIDER APPROVAL OF AMENDMENT NO. 3 TO THE AGREEMENT WITH TOTUM CORP. FOR

ON-CALL CONSTRUCTION MANAGEMENT AND INSPECTION SERVICES SUPPORTING PUBLIC

WORKS PROJECTS (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE the proposed Amendment No. 3 to the agreement with Totum Corp. for on-call Construction Management and Construction Inspection services, increasing the contract amount by $250,000, for a new total not-to-exceed contract amount of $1,482,635, and extending the contract term by six months, through December 30, 2026; and, — 2. AUTHORIZE the Mayor to execute Amendment No. 3 to the agreement with Totum Corp., subject to approval as to form by the City Attorney.

ACTION: Item No. 23 was approved on Consent.

24. CONSIDER APPROVAL OF AMENDMENT NO. 1 TO THE AGREEMENT WITH PCN3, INC. FOR PROJECT NO. 1726 – COMMUNITY CENTER COURTYARD AND EAST PARKING LOT IMPROVEMENTS, AND ADOPTION OF RESOLUTION NO. 26-024 AMENDING THE FISCAL YEAR 2025-2026 BUDGET IN THE GENERAL FUND, SPECIAL REVENUE FUNDS, ENTERPRISE FUNDS, AND

CAPITAL IMPROVEMENT PROGRAM (CIP) FUND (CITY COUNCIL)

RECOMMENDED ACTION
— 1. APPROVE the proposed Amendment No. 1 to the Public Works Agreement with PCN3, Inc. in the amount of $461,614.28 to cover costs associated with design revisions, unforeseen construction conditions, and additional work performed during construction; — 2. Adopt Resolution No. 26-024, titled “A RESOLUTION OF THE CITY OF CARSON CITY COUNCIL AMENDING THE FISCAL YEAR 2025-2026 BUDGET IN THE GENERAL FUND,

SPECIAL REVENUE FUNDS, ENTERPRISE FUNDS, AND THE CAPITAL IMPROVEMENT PROGRAM (CIP) FUND,” to increase the budget authority for Project PW1725 by $461,614.28 (Exhibit No. 2);
— 3. AUTHORIZE the Mayor to execute the proposed Amendment No. 1 to the agreement with PCN3, Inc., subject to approval as to form by the City Attorney; and, — 4. AMEND the Fiscal Year 2025-2026 Capital Improvement Program (CIP) Plan to reflect the updated project funding for this project (Exhibit No. 4).

ACTION: Item No. 24 was approved on Consent.

25. CONSIDER APPROVAL OF AMENDMENT NO. 1 TO THE PROFESSIONAL SERVICES AGREEMENT WITH W.G. ZIMMERMAN ENGINEERING INC. TO PROVIDE ON-CALL PROJECT MANAGEMENT

SERVICES TO THE PUBLIC WORKS DEPARTMENT (CITY COUNCIL)
** Item was Removed from Consent

RECOMMENDED ACTION
— 1. APPROVE Amendment No. 1 with W.G. Zimmerman Engineering Inc. for On-Call Project Management services increasing the contract sum by $355,000.00 for a total contract sum of $970,776.00 and extending the contract until June 30, 2027. — 2. AUTHORIZE the Mayor to execute contract Amendment No. 1 with W.G. Zimmerman Engineering Inc. following approval as to form by the City Attorney.

Item No. 25 was heard after Item No. 21 since it was not approved with the Consent items due to the item number that was inadvertently not included with the Consent items which City Manager Roberts, Jr. confirmed.

Motion To Approve submitted by Jim Dear seconded by Cedric L. Hicks Sr. resulting in 5-0-0-0- 0 SPECIAL ORDERS OF THE DAY (Item 26)

26. CONSIDER INTRODUCING FOR FIRST READING, BY TITLE ONLY, ORDINANCE NO. 26-2606, APPROVING AN AMENDED AND RESTATED DEVELOPMENT AGREEMENT NO. 23-19 BETWEEN

THE CITY OF CARSON, IMPERIAL AVALON DE, LLC, AND LENNAR HOMES OF CALIFORNIA, LLC FOR A PROPOSED MIXED-USE PROJECT AT 21207 S. AVALON BLVD. (CITY COUNCIL)

RECOMMENDED ACTION
— 1. OPEN the public hearing, TAKE public comment, and CLOSE the public hearing; and — 2. INTRODUCE for First Reading, by Title only, Ordinance No. 26-2606, "AN UNCODIFIED

ORDINANCE OF THE CITY OF CARSON, CALIFORNIA APPROVING AMENDED AND RESTATED DEVELOPMENT AGREEMENT NO. 23-19 BETWEEN THE CITY OF CARSON,

IMPERIAL AVALON DE, LLC, AND LENNAR HOMES OF CALIFORNIA, LLC FOR A PROPOSED MIXED-USE PROJECT AT 21207 S. AVALON BLVD."
City Clerk/Agency Secretary/Authority Secretary, Dr. Bradshaw gave the Public Hearing report.

Mayor/Agency Chairman/Authority Chairman Davis-Holmes declared the Public Hearing open.

There being no persons wishing to speak, Mayor/Agency Chairman/Authority Chairman Davis- Holmes closed the Public Hearing.

Motion To Approve submitted by Jim Dear seconded by Mayor Lula Davis-Holmes resulting in 5-0-0-0-0
DISCUSSION (Items 27-31)

27. CONSIDER ADOPTING RESOLUTION 26-026 DESIGNATING THE CITY OF CARSON’S EVENTS, PROGRAMS, AND COMMUNITY ACTIVITIES ASSOCIATED WITH THE 2028 OLYMPIC AND PARALYMPIC GAMES AS “THE CARSON EXPERIENCE” (CITY COUNCIL)

RECOMMENDED ACTION
— 1. WAIVE further reading and ADOPT Resolution No. 26-026, "A RESOLUTION OF THE CITY

COUNCIL OF THE CITY OF CARSON, CALIFORNIA, OFFICIALLY DESIGNATING AND NAMING THE CITY OF CARSON’S EVENTS, PROGRAMS, AND COMMUNITY ACTIVITIES ASSOCIATED WITH THE 2028 OLYMPIC AND PARALYMPIC GAMES AS “THE CARSON EXPERIENCE”; and
— 2. AUTHORIZE the City Manager or designee to coordinate the development, promotion, and implementation of activities under the “Carson Experience” initiative.

Deputy City Manager Chaparyan gave a report.

Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Hicks, Sr. requested a list of games to be held in the City of Carson. Deputy City Manager Chaparyan responded she would provide a list with dates.

Mayor/Agency Chairman/Authority Chairman Davis-Holmes asked if the olympic information is available on the City website. Deputy City Manager Chaparyan responded to her question.

City Manager Roberts, Jr. offered comments.

Motion To Approve submitted by Arleen Bocatija-Rojas seconded by Dr. Jawane Hilton resulting in 5-0-0-0-0

28. CONSIDER INTRODUCTION AND FIRST READING BY TITLE ONLY OF ORDINANCE NO. 26- 2605, AMENDING THE CARSON MUNICIPAL CODE RELATING TO SIDEWALK VENDING REGULATIONS, INCLUDING PROHIBITING SIDEWALK VENDING WITHIN 1,000 FEET OF A PLACE OF PUBLIC ASSEMBLAGE AROUND EVENT TIMES AND WITHIN 1,000 FEET OF A SCHOOL

AROUND SCHOOL SESSION HOURS (CITY COUNCIL)

RECOMMENDED ACTION
— 1. INTRODUCE for first reading, by title only and with full reading waived, Ordinance No. 26- 2605, "AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARSON, CALIFORNIA, AMENDING: (i) SECTION 1202 OF CHAPTER 2 (PENALTY PROVISIONS) OF ARTICLE I (GENERAL PROVISIONS), (ii) SECTIONS 31001 (DEFINITIONS) AND 31002 (SIDEWALK VENDING OPERATIONAL REQUIREMENTS) OF CHAPTER 10 (SIDEWALK VENDING) OF ARTICLE 3 (PUBLIC SAFETY); (iii) SECTIONS 4118 (STREET VENDORS NEAR SCHOOLS), 4118.1 (PEDDLING FROM VEHICLES IN PARKS), 4118.2 (SELLING ICE CREAM AND CERTAIN FOOD PRODUCTS FROM VEHICLES IN PUBLIC STREETS), AND 4118.4 (VENDING

OF MERCHANDISE ON PUBLIC PROPERTY, STADIUMS, ATHLETIC FIELDS, COMMUNITY CENTERS OR ABANDONED PROPERTY – EXCLUSIONS) OF CHAPTER 1 (PROHIBITED CONDUCT – OFFENSES) OF ARTICLE IV (PUBLIC PEACE); AND (iv) SUBSECTION (E) OF SECTION 63142 (MOBILE FOOD VENDORS) OF CHAPTER 3 (BUSINESS, PROFESSIONS,

AND TRADES) OF ARTICLE VI (TAXES AND LICENSES) OF THE CARSON MUNICIPAL

CODE, TO PROHIBIT SIDEWALK VENDORS IN PUBLIC PLACES OF ASSEMBLAGE (AS

DEFINED) DURING AND IMMEDIATELY BEFORE AND AFTER LARGE EVENTS, AND TO

ELIMINATE INTERNAL INCONSISTENCY WITHIN THE CARSON MUNICIPAL CODE WITH RESPECT TO REGULATION OF SIDEWALK VENDORS."
City Manager Roberts, Jr. gave a report.

Director Garcia elaborated on the report.

Motion To Approve submitted by Dr. Jawane Hilton seconded by Mayor Lula Davis-Holmes resulting in 5-0-0-0-0

29. CONSIDER A REPORT OF ALL NEW BUSINESS LICENSES ISSUED BY THE CITY OF CARSON FOR THE PERIOD FEBRUARY 1, 2026, THROUGH FEBRUARY 28, 2026 (CITY COUNCIL)

RECOMMENDED ACTION
— 1. DISCUSS the Report
ACTION:     The Mayor and City Council discussed the report. Mayor/Agency Chairman/Authority Chairman Davis-Holmes directed staff to bring back an ordinance amendment banning smoke shops at the last meeting in May. (Council Member/Agency Member/Authority Board Member, Dr. Hilton exited the meeting at 7:27 P.M.)
Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Hicks, Sr. requested a list of ribbon cuttings of new businesses. Director Freeman gave a response and comments. (Council Member/Agency Member/Authority Board Member, Dr. Hilton reentered the meeting at 7:29 P.M.)

30. CONSIDER CARSON'S 2025 ANNUAL HOUSING ELEMENT PROGRESS REPORT (CITY COUNCIL)

RECOMMENDED ACTION
— 1. REVIEW Carson’s 2025 Annual Housing Element Progress Report; — 2. DISCUSS the Report; and
— 3. AUTHORIZE the Director of Community and Economic Development to make any further corrections or adjustments as may be necessary to ensure full compliance and to submit the Report to HCD.

Director Freeman gave a report.

Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Hicks, Sr. referred to the Annual Progress Report (APR) status and asked about the RHNA allocation. Director Freeman responded to his question.

Motion to include Mayor Pro Tempore Hicks, Sr.'s inquiry for staff to look into the actual RHNA allocation, Director Freeman to review with the City Manager, and submit the report to HCD with no objection heard.

Motion To Approve submitted by Mayor Lula Davis-Holmes seconded by Jim Dear resulting in 5-0-0-0-0

31. CONSIDERATION OF ONLY LOCAL UNCONTESTED APPOINTMENTS TO THE CITY’S

COMMISSIONS, COMMITTEES, AND BOARDS, AND CITY AFFILIATED ORGANIZATIONS BY MAYOR

AND CITY COUNCIL AND CONSIDER ALL (CONTESTED AND UNCONTESTED) APPOINTMENTS TO ALL COMMISSIONS (CITY COUNCIL)- 7:35 PM

RECOMMENDED ACTION
— 1. CONSIDER and only APPOINT uncontested members to the City Commissions, Committees, and Boards;
— 2. CONSIDER and APPOINT all (contested and uncontested) members to all commissions; — 3. CONSIDER and APPOINT members to City Affiliated Organizations; — 4. DIRECT the City Clerk to notify all affected appointments of this action in writing; — 5. IF APPLICABLE, DIRECT the City Clerk to post and publish in accordance with the Maddy Act
ACTION:     Mayor/Agency Chairman/Authority Chairman Davis-Holmes continued this item with no objection heard.

ORDINANCE SECOND READING
None.

ORAL COMMUNICATIONS FOR MATTERS NOT LISTED ON THE AGENDA (MEMBERS OF THE

PUBLIC)
Loren Miles
Thanked the Mayor and City Council for their stewardship, service, dedication, and continued success on behalf of Carson's small and large businesses.

This item was heard again after Oral Communications (Council Members) portion of the meeting.

Chris Longoria, Business Agent, International Brotherhood of Electrical Workers Local 11 and State Certified Electrician
Referred to a letter that was provided to the Mayor and City Council regarding concerns of the Municipal Fiber Optic Network Project
Mayor/Agency Chairman/Authority Chairman Davis-Holmes referred Chris Longoria to the Assistant City Manager to address his concerns with the project.

COUNCIL MEMBER REQUESTS TO ADD ITEMS TO FUTURE AGENDAS
None.

ORAL COMMUNICATIONS (COUNCIL MEMBERS)
Mayor Pro Tempore/Agency Vice Chairman/Authority Vice Chairman Hicks, Sr. offered the following comments:

Attended the Town Hall Meeting held March 5, 2026 at Anderson Park to discuss the wall design; over 25 residents were in attendance along with staff and RJM Consultants. Mayor Davis-Holmes thanked staff for their assistance.

Attended the Environmental Innovative Incubator Contest at CSUDH Attended Lobby Day held October 10, 2025 in Sacramento, as Board Member of the Clean Power Alliance, working with other cities to ensure clean, green, and low cost energy for the residents
Thanked the Mayor and staff for sending the letter to the County that the City is in opposition of the sales tax increase
Council Member/Agency Member/Authority Board Member, Dr. Hilton offered the following comments:

Thanked everyone who attended the Town Hall Meeting last Thursday Announced the Town Hall Meeting for Project Room Key on Albertoni hosted by the County, to be held April 15, 2026, location to be determined; Mayor Davis-Holmes noted the Town Hall Meeting to be hosted at the Carson Community Center at 6:30 P.M.

Council Member/Agency Member/Authority Board Member Rojas thanked staff for the Fiber Optic Technology construction occurring on Avalon Boulevard.

Council Member/Agency Member/Authority Board Member Dear offered the following comments:

Wished everyone Happy St. Patrick's Day
Attended a Community Meeting held March 4, 2026 regarding the Bolsa Street Housing Project which is controversial; need to pursue alternatives Attended Senior Mixer held March 5, 2026 at the Carson Community Center; thanked the City Manager and staff for hosting
Announced Town Hall Meeting, on March 25, 2026, at Veterans Park Mayor/Agency Chairman/Authority Chairman Davis-Holmes offered the following comments:

Thanked and appreciated staff for working the Town Hall Meetings Commended her colleagues for hosting the Town Hall Meetings Attended the Senior Mixer; thanked staff for hosting
Attended the South Bay Economic Forecast
Attended the Bolsa Housing Meeting; need a plan of action to assist the residents; will be meeting with the developer and property owner and asked Assistant City Manager Dr. Lennox, and Director Freeman to attend the meeting as well
Asked Director Freeman about the Small Business Growth Academy; Director Freeman responded he would provide a Comprehensive Report at the next meeting.

Directed staff to start the educational campaign for fireworks and to have a phone number in place for residents to call
Asked for a resolution proclaiming May as Fire Prevention Month and City Manager responded in the affirmative

ANNOUNCEMENT OF UNFINISHED OR CONTINUED CLOSED SESSION ITEMS (AS NECESSARY) None.

RECESS TO CLOSED SESSION
None.

RECONVENE TO OPEN SESSION
None.

REPORT OF ACTIONS ON UNFINISHED OR CONTINUED CLOSED SESSION ITEMS None.

MEMORIAL ADJOURNMENTS
This item was heard after the last speaker of Oral Communications For Matters Not Listed on the Agenda (Members of the Public) portion of the meeting.

City Clerk/Agency Secretary/Authority Secretary, Dr. Bradshaw presented the following Memorial Adjournment Requests:

Janice Lauderdale
Mavis A. Jackson
Margaret Davis
Troy Dunn
Velma Ashford
Michael MacArthur
Council Member/Agency Member/Authority Board Member, Dr. Hilton requested to add Joyce Maye White-Shipman and Keke Shephard to the Memorial Adjournment Requests and gave a prayer.

ADJOURNMENT
The meeting was adjourned at 8:07 P.M. by Mayor/Agency Chairman/Authority Chairman Davis- Holmes.

__________________________________________________
Lula Davis-Holmes
Mayor/Agency Chairman/Authority Chairman
ATTEST:

__________________________________________________
Dr. Khaleah K. Bradshaw
City Clerk/Agency Secretary/Authority Secretary

_________________________
Signature
CITY OF CARSON 701 East Carson Street
Report to City Council, Successor Agency, andHousing Authority Tuesday, April 7, 2026, 5:00 PM
CONSENT 17. To: City Council, Successor Agency, and Housing Authority From: Monica Cooper, City Treasurer TREASURER Administration Subject: CONSIDER MONTHLY INVESTMENT AND CASH REPORT FOR THE CITY OF CARSON,CARSON HOUSING AUTHORITY, CARSON SUCCESSOR AGENCY-MONTH ENDING FEBRURY 28, 2026(CITY COUNCIL) I. SUMMARY
Submitted to the Mayor and City Council is the monthly Investment and Cash Report for the City of Carson, Successor Agency and Carson Housing Authority for the month ending February 28, 2026. Following are the total reserves and cash on hand for the City of Carson and each Carson entity:

City of Carson reserves (Invested assets): $212,080,449.25 City of Carson available cash: $51,600,057.59 Restricted funds for the city of Carson include cash on hand and reserves for the Successor Agency, Housing Authority and Co-Op Agreement:

Total City of Carson restricted funds: $50,357,906.49

II. RECOMMENDATION
RECEIVE and FILE.

III. ALTERNATIVES
TAKE another action the Council deems appropriate.

IV. BACKGROUND
The Investment and Cash Report is submitted monthly to the Mayor and City Council to provide updates on reserve balances and available cash across Carson's entities. This report includes financial data for the City of Carson, the Successor Agency, and the Housing Authority.

The report outlines an investment strategy designed to ensure six months of operating liquidity. All investments follow California State Code §53600, the City’s Investment Policy, and relevant bond covenants.

V. FISCAL IMPACT
None
VI. EXHIBITS

1. Summary of Cash (Pg. 3)

2. City of Carson Investment (Pgs.4-6)

3. City of Carson Successor Agency Investments (Pg.7)

4. City of Carson Housing Authority Investments (Pg. 8)

Attachments
Cash rpt feb 26.pdf
CITY OF CARSON PORTFOLIO RESERVES SUMMARY FEB 2026.pdf
CITY OF CARSON PORTFOLIO RESERVES SUCCESSOR AGENCY SUMMARY FEB 2026.pdf CITY OF CARSON PORTFOLIO RESERVES HOUSING SUMMARY FEB 2026.pdf

Cash and Investment Report Summary
City of Carson, Carson Successor Agency, Carson Housing Authority February 28, 2026

Available Cash Invested Funds
General Fund $52,994,808.70 $212,080,449.25
Successor Agency (restricted revenue) $5,563,099.56 $7,902,175.87 Housing Authority (restricted revenue) $2,125,435.02 $6,000,000.00 Co-Op Agreement (restricted revenue) $1,767,196.04
Fiber Optics Enterprise Account (restricted) $27,000,000.00

CITY OF CARSON PORTFOLIO RESERVES SUMMARY

FOR THE MONTH ENDING
FEBRUARY 28, 2026
Description CUSIP/Ticker YTM @
Cost Face Amount/Shares Cost Value Market Value % of Portfolio Cash
BNY Cash Reserve Cash MM1159A 0.350 5,255,985.47 5,255,985.47 5,255,985.47 2.48 Preferred Premier Cash MM942 3.250 43,857,836.15 43,857,836.15 43,857,836.15 20.68 Sub Total / Average Cash 2.940 49,113,821.62 49,113,821.62 49,113,821.62 23.16 Certificate Of Deposit
Eaglemark Saving Bank 2 3/2/2027 27004PCM3 2.000 245,000.00 245,000.00 240,575.67 0.12 East/West Bank 3.8 5/5/2026 9182 3.800 1,000,000.00 1,000,000.00 1,000,000.00 0.47 East/West Bank 3.8 5/5/2026 2582 3.800 1,000,000.00 1,000,000.00 1,000,000.00 0.47 East/West Bank 3.8 5/5/2026 4698 3.800 1,000,000.00 1,000,000.00 1,000,000.00 0.47 East/West Bank 3.8 5/5/2026 8467 3.800 1,000,000.00 1,000,000.00 1,000,000.00 0.47 East/West Bank 3.8 5/5/2026 303 3.800 1,000,000.00 1,000,000.00 1,000,000.00 0.47 MABUHAY 3.25 8/13/2027 XXXX49 3.250 220,938.64 220,938.64 220,938.64 0.10 Preferred Bank 3.8 4/19/2026 3062P 3.800 2,000,000.00 2,000,000.00 2,000,000.00 0.94 Preferred Bank 3.8 4/19/2026 3089P 3.800 2,000,000.00 2,000,000.00 2,000,000.00 0.94 Preferred Bank 3.8 4/19/2026 3070P 3.800 2,000,000.00 2,000,000.00 2,000,000.00 0.94 Preferred Bank 3.8 4/19/2026 3100P 3.800 2,000,000.00 2,000,000.00 2,000,000.00 0.94 Preferred Bank 3.8 4/19/2026 3097P 3.800 2,000,000.00 2,000,000.00 2,000,000.00 0.94 Preferred Bank 3.8 4/21/2026 3208A 3.800 2,000,000.00 2,000,000.00 2,000,000.00 0.94 Preferred Bank 3.8 4/21/2026 3186P 3.800 2,000,000.00 2,000,000.00 2,000,000.00 0.94 Preferred Bank 3.8 4/21/2026 3194P 3.800 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 3.86 6/26/2026 3000006915-J 3.860 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 3.86 6/26/2026 306119K 3.860 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 3.86 6/26/2026 300683A 3.860 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 3.86 6/26/2026 300003703K 3.860 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 3.86 6/26/2026 300691A 3.860 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 4.03 4/10/2026 3000007180M 4.030 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 4.03 4/10/2026 300007199M 4.030 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 4.1 6/7/2026 3000024573 4.100 2,500,000.00 2,500,000.00 2,500,000.00 1.18 Preferred Bank 4.1 6/7/2026 3000024581 4.100 2,500,000.00 2,500,000.00 2,500,000.00 1.18 Preferred Bank 4.16 3/1/2026 3000006907-C 4.160 1,000,000.00 1,000,000.00 1,000,000.00 0.47

Description CUSIP/Ticker YTM @
Cost Face Amount/Shares Cost Value Market Value % of Portfolio Preferred Bank 4.16 3/1/2026 300006893 4.160 1,000,000.00 1,000,000.00 1,000,000.00 0.47 Preferred Bank 4.16 6/5/2026 3000024514 4.160 2,000,000.00 2,000,000.00 2,000,000.00 0.94 Sallie Mae Bank/ Salt Lake 1 7/14/2026 7954507A7 1.000 250,000.00 250,000.00 247,434.78 0.12 Toyota Finl Svgs BK 1.05 10/21/2026 8923M-LW-9 1.050 245,000.00 245,000.00 240,740.14 0.12 Truist Bank 4 11/25/2030-26 897926CS8 4.000 250,000.00 250,000.00 249,848.80 0.12 USBS BANK1.05 10/27/2026 90348JV56 1.050 245,000.00 245,000.00 240,620.48 0.12 Sub Total / Average Certificate Of Deposit 3.830 37,455,938.64 37,455,938.64 37,440,158.51 17.66 Corporate
Bank of America 1.4 5/14/2026-22 06048WL99 1.400 300,000.00 300,000.00 298,308.00 0.14 BERKSHIRE HATHAWAY FIN 2.3 3/15/2027 084664CZ2 2.580 300,000.00 296,087.07 295,902.00 0.14 GOOGLE- Alphabet Inc. 1.998 8/15/2026 02079KAC1 2.000 300,000.00 299,972.90 297,549.00 0.14 John Deere Capital Corp 1.05 6/17/2026 24422EVR7-A 1.050 300,000.00 300,000.00 297,549.00 0.14 JPMORGAN CHASE CO 1.2 4/30/2026-23 48128G3G3 1.200 300,000.00 300,000.00 298,530.00 0.14 TARGET CORPORATION 1.95 1/15/2027 87612EBM7 1.990 500,000.00 499,063.55 492,485.00 0.24 Sub Total / Average Corporate 1.732 2,000,000.00 1,995,123.52 1,980,323.00 0.94 Local Government Investment Pool
LAIF LGIP LGIP9143 3.871 2,053,890.21 2,053,890.21 2,053,890.21 0.97 Sub Total / Average Local Government Investment
Pool 3.871 2,053,890.21 2,053,890.21 2,053,890.21 0.97 Money Market
East/West Bank MM 22305 3.000 86,982,728.92 86,982,728.92 86,982,728.92 41.01 Sub Total / Average Money Market 3.000 86,982,728.92 86,982,728.92 86,982,728.92 41.01 US Agency
FAMC 2.3 3/8/2027 31422XVA7 2.300 1,000,000.00 1,000,000.00 986,850.00 0.47 FFCB 0.84 3/2/2026-21 3133EMSK9 0.907 1,000,000.00 996,743.00 1,000,000.00 0.47 FFCB 1.27 11/2/2026 3133ENCQ1 1.270 1,000,000.00 1,000,000.00 984,260.00 0.47 FFCB 1.43 11/23/2026-22 3133ENEM8 1.430 1,000,000.00 1,000,000.00 984,480.00 0.47 FFCB 4 11/1/2027 3133ERZC8 4.000 474,069.86 474,069.86 477,895.60 0.22 FFCB 4 11/1/2029-25 3133ERZD6 4.120 1,000,000.00 994,627.33 1,015,200.00 0.47 FFCB 4.47 3/5/2030 3133ER5U1 4.470 1,000,000.00 1,000,000.00 1,004,200.00 0.47 FHLB 1 3/26/2026-21 313ALMV3 1.000 1,000,000.00 1,000,000.00 997,890.00 0.47 FHLB 1 9/30/2026 3130AP6D2 1.000 1,000,000.00 1,000,000.00 998,790.00 0.47 FHLB 1.125 10/14/2026 313OAPBS3 1.125 1,000,000.00 1,000,000.00 984,090.00 0.47 FHLB 1.13 7/20/2026 3130AN3R9 1.130 1,000,000.00 1,000,000.00 990,390.00 0.47 FHLB 1.3 11/24/2026-22 3130APU37 1.326 1,000,000.00 998,750.00 982,340.00 0.47 FHLB 1.31 10/28/2026 3130APLN3 1.310 1,000,000.00 1,000,000.00 984,570.00 0.47 FHLB 1.375 11/16/2026 3130APLP8 1.375 1,000,000.00 1,000,000.00 984,080.00 0.47 FHLB 1.5 1/27/2027 3130AQHM8 1.500 1,000,000.00 1,000,000.00 981,370.00 0.47 Description CUSIP/Ticker YTM @
Cost Face Amount/Shares Cost Value Market Value % of Portfolio FHLB 4 10/8/2030-26 3130B87E6 4.000 1,000,000.00 1,000,000.00 999,100.00 0.47 FHLB 4 12/4/2030-26 3130B8U91 4.000 2,000,000.00 2,000,000.00 2,000,500.00 0.94 FHLB 4.125 12/4/2030 3130B8VT6 4.125 2,000,000.00 2,000,000.00 1,999,260.00 0.94 FHLB 4.25 4/30/2030 3130B65N2 4.250 1,000,000.00 1,000,000.00 999,110.00 0.47 FHLB 4.3 6/18/2030-25 3130B6TR7 4.300 1,000,000.00 1,000,000.00 1,003,650.00 0.47 FHLB 4.5 5/22/2030-26 3130B6JC1 4.500 2,000,000.00 2,000,000.00 2,002,040.00 0.94 FHLMC 4.625 3/6/2030 3134HBBT7 4.625 1,000,000.00 1,000,000.00 1,000,100.00 0.47 FNMA 4 10/16/2030-26 3136GAY52 4.000 1,000,000.00 1,000,000.00 999,030.00 0.47 FNMA 4.07 12/4/2030-26 3136GC6D2 4.070 2,000,000.00 2,000,000.00 1,969,060.00 0.94 Sub Total / Average US Agency 2.938 27,474,069.86 27,464,190.19 27,328,255.60 12.95 US Treasury
T-Bond 4.125 2/15/2027 91282CKA8 4.424 1,000,000.00 991,750.00 1,005,530.00 0.47 T-Note 3.375 9/15/2027 91282CLL3 3.475 1,000,000.00 997,215.63 999,180.00 0.47 T-Note 3.5 9/30/2026 91282CLP4 3.586 1,000,000.00 998,351.56 999,160.00 0.47 T-Note 3.875 11/30/2029 91282CFY2 4.055 1,000,000.00 991,936.23 1,014,920.00 0.47 T-Note 3.875 9/30/2029 91282CFL0 4.071 1,000,000.00 991,456.88 1,014,610.00 0.47 T-Note 4 1/31/2029 91282CJW2 4.283 1,000,000.00 987,532.55 1,016,950.00 0.47 T-Note 4 10/31/2029 91282CFT3 4.071 1,000,000.00 996,837.50 1,019,140.00 0.47 Sub Total / Average US Treasury 3.995 7,000,000.00 6,955,080.35 7,069,490.00 3.30 Total / Average 3.154 212,080,449.25 212,020,773.45 211,968,667.86 100

CITY OF CARSON SUCCESSOR AGENCY PORTFOLIO RESERVES SUMMARY

FOR THE MONTH ENDING
FEBRUARY 28, 2026
Description CUSIP/Ticker YTM @ Cost Face Amount/Shares Cost Value Market Value % of Portfolio Cash
Preferred Bank Cash MM0099 3.250 6,373,540.11 6,373,540.11 6,373,540.11 80.66 Sub Total / Average Cash 3.250 6,373,540.11 6,373,540.11 6,373,540.11 80.66 Local Government Investment Pool
LAIF LGIP LGIP9016 3.871 1,528,635.76 1,528,635.76 1,528,635.76 19.34 Sub Total / Average Local Government Investment
Pool 3.871 1,528,635.76 1,528,635.76 1,528,635.76 19.34 Total / Average 3.370 7,902,175.87 7,902,175.87 7,902,175.87 100

CITY OF CARSON HOUSING AUTHORITY PORTFOLIO RESERVES SUMMARY

FOR THE MONTH ENDING
FEBRUARY 28, 2026

Description CUSIP/Ticker YTM @
Cost Face Amount/Shares Cost Value Market Value % of Portfolio Certificate Of Deposit
Preferred Bank 4.03 4/27/2026 3000022341M 4.030 1,000,000.00 1,000,000.00 1,000,000.00 16.67 Preferred Bank 4.03 4/27/2026 2333 4.030 1,000,000.00 1,000,000.00 1,000,000.00 16.67 Preferred Bank 4.03 4/27/2026 3000022368M 4.030 1,000,000.00 1,000,000.00 1,000,000.00 16.67 Preferred Bank 4.16 5/7/2026 30000024115 4.160 1,000,000.00 1,000,000.00 1,000,000.00 16.67 Preferred Bank 4.16 5/7/2026 3000024131 4.160 1,000,000.00 1,000,000.00 1,000,000.00 16.67 Preferred Bank 4.16 5/7/2026 30000024123 4.160 1,000,000.00 1,000,000.00 1,000,000.00 16.67 Sub Total / Average Certificate Of Deposit 4.095 6,000,000.00 6,000,000.00 6,000,000.00 100.00 Total / Average 4.095 6,000,000.00 6,000,000.00 6,000,000.00 100

CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council

CONSENT 18. To: Honorable Mayor and City Council From: William Jefferson, Director of Finance FIN Accounting Subject: CONSIDER ADOPTING RESOLUTION NO. 26-032 , A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF CARSON RATIFYING CLAIMS AND DEMANDS IN THE AMOUNT OF $8,280,728.28, DEMANDCHECK NUMBERS 184026 THROUGH 184335 AND 295 THROUGH 296 (CITY COUNCIL) I. SUMMARY
RESOLUTION NO. 26-032, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON RATIFYINGCLAIMS AND DEMANDS IN THE AMOUNT OF $8,280,728.28, DEMAND CHECK NUMBERS 184026THROUGH 184335 AND 295 THROUGH 296.

II. RECOMMENDATION
WAIVE further reading and ADOPT Resolution No. 26-032, "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARSON RATIFYING CLAIMS AND DEMANDS IN THE AMOUNT OF $8,280,728.28, DEMAND CHECK NUMBERS 184026 THROUGH 184335 AND 295 THROUGH 296"
III. ALTERNATIVES
NONE.

IV. BACKGROUND

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

SECTION 1: The claims and demands have been reviewed and verified for accuracy and compliance with the budget and applicable agreements and are hereby ratified in the amount herein after set forth, a copy of which is attached hereto as Exhibit No. 1 and Exhibit No. 2.

SECTION 2: On April 7, 2026, the City Council ratified the above demand numbers 184026 through 184335 and 295 through 296. The City Treasurer is hereby directed to pay out the funds named hereon, to each of the claimants listed above, the amount of warrant appearing opposite their respective names, for the purpose stated on the respective demands, making a total of $8,280,728.28.

SECTION 3: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.

PASSED, APPROVED, and ADOPTED this 7TH DAY OF APRIL, 2026.

APPROVED AS TO FORM:
________________________________________
Sunny K. Soltani, City Attorney

CITY OF CARSON:
_________________________________________
Lula Davis-Holmes, Mayor

ATTEST:
_________________________________________
Dr. Khaleah K. Bradshaw, City Clerk

V. FISCAL IMPACT

CERTIFICATION
In accordance with Section 37202 of the California Government Code, I hereby certify that the above demands are accurate and that funds are available for payment thereof. I certify under penalty of perjury that the foregoing is true and correct.

EXECUTED THE 7TH DAY OF APRIL, 2026 AT CARSON, CALIFORNIA:

____________________________________
David C. Roberts, Jr., City Manager

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. 26-032, adopted by the City of Carson City Council at its meeting held on April 7, 2026 by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:
_____________________________________
Dr. Khaleah K. Bradshaw, City Clerk
VI. EXHIBITS

1. DEMAND REGISTER - CHECKS2. DEMAND REGISTER - WIRE TRANSFERS

Attachments
Exhibit 1 Demand Register Resolution#26-032 - GD.pdf
Exhibit 2 Demand Register Resolution#26-032 - Wires.pdf City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:26
User: bbrown
Program ID: apchkrcn

FOR CASH ACCOUNT: 100-99-999-999-1010- FOR: Uncleared CHECK # CHECK DATE TYPE VENDOR NAME UNCLEARED CLEARED BATCH CLEAR DATE 184026 03/05/2026 PRINTED 006506 ALL IN ONE PARTIES 2,835.00 184027 03/05/2026 PRINTED 005523 AMAZON CAPITAL SERVICES 2,271.38 184028 03/05/2026 PRINTED 008425 AMERICAN GLOBAL SECURITY 64,140.48 184029 03/05/2026 PRINTED 008006 ANGELA M. RIVERS 50.00 184030 03/05/2026 PRINTED 000697 BIG ANDYS TROPHIES AND PL 563.04 184031 03/05/2026 PRINTED 006293 RUDOLFO BRILLANTES 50.00 184032 03/05/2026 PRINTED 001713 KELVIN BROWN SR 50.00 184033 03/05/2026 PRINTED 008735 CB RANCH ENTERPRISES 1,584.00 184034 03/05/2026 PRINTED 001489 CHOURA VENUE SERVICES 2,454.06 184035 03/05/2026 PRINTED 000062 CITY OF LOS ANGELES 725.00 184036 03/05/2026 PRINTED 008082 CLIMATEC LLC 2,470.00 184037 03/05/2026 PRINTED 001311 LOUIS JOSEPH COGUT 50.00 184038 03/05/2026 PRINTED 004275 COSTAR REALTY INFORMATION 1,494.83 184039 03/05/2026 PRINTED 008423 COUNTY OF LOS ANGELES 4,920.00 184040 03/05/2026 PRINTED 007176 DAVEY COACH SALES INC. 2,476.68 184041 03/05/2026 PRINTED 001155 DISH 148.54 184042 03/05/2026 PRINTED 007595 DONNIE R. DORSEY 50.00 184043 03/05/2026 PRINTED 000105 FIREMASTER 1,450.00 184044 03/05/2026 PRINTED 008780 FRAMEXPRESS - SETHY KAO 325.12 184045 03/05/2026 PRINTED 004437 GALLS, LLC 948.98 184046 03/05/2026 PRINTED 006085 GARCIA, MARIA DE JESUS 67.28 184047 03/05/2026 PRINTED 000941 GOLDEN STATE WATER COMPAN 5,394.74 184048 03/05/2026 PRINTED 001293 WALTER GONZALEZ 50.00 184049 03/05/2026 PRINTED 008136 HARRELL'S, LLC 426.32 184050 03/05/2026 PRINTED 007678 HEIDI LETICIA ROMERO 50.00 184051 03/05/2026 PRINTED 007588 JEFFREY GLENN ALLEN 50.00 184052 03/05/2026 PRINTED 000152 JERRYS CLEANERS 39.50 184053 03/05/2026 PRINTED 007596 KEITH EDWARD ARNOLD 50.00 184054 03/05/2026 PRINTED 007866 LAWRENCE MICHAEL FLINTON 50.00 184055 03/05/2026 PRINTED 000067 LOS ANGELES COUNTY DEPT O 97,862.57 184056 03/05/2026 PRINTED 000563 JANNY NOA 83.30 184057 03/05/2026 PRINTED 010999 Andy Vu 63.57 184058 03/05/2026 PRINTED 010999 Christian Cajigal .83 184059 03/05/2026 PRINTED 010999 EMILY AVILA 198.80 184060 03/05/2026 PRINTED 010999 Lise Enriquez 83.59 184061 03/05/2026 PRINTED 010999 Philip Bray 67.10 184062 03/05/2026 PRINTED 010999 Priscilla Kinnard 69.77 184063 03/05/2026 PRINTED 008636 PHOENIX GROUP INFORMATION 96,186.20 184064 03/05/2026 PRINTED 008545 RANDY D. BROWN 50.00 184065 03/05/2026 PRINTED 000057 ROBERT MCELROY LLC 31.98 184066 03/05/2026 PRINTED 000718 STAPLES ADVANTAGE 43.42 184067 03/05/2026 PRINTED 007090 T-MOBILE USA INC. 6,884.38 184068 03/05/2026 PRINTED 007931 TOMECKO JACKSON 315.00 184069 03/05/2026 PRINTED 006769 U S BANK CORPORATE PAYMEN 1,792.38 184070 03/05/2026 PRINTED 007726 UC ADVANTAGE, INC. 643.75 184071 03/12/2026 PRINTED 000418 4IMPRINT INC 2,622.99 184072 03/12/2026 PRINTED 007692 ALBERT A. WEBB ASSOCIATES 16,318.25 184073 03/12/2026 PRINTED 000797 ALESHIRE AND WYNDER LLP 255,907.19 184074 03/12/2026 PRINTED 000042 ALIN PARTY SUPPLY CO 541.14 184075 03/12/2026 PRINTED 005523 AMAZON CAPITAL SERVICES 3,940.55 184076 03/12/2026 PRINTED 000168 AMERICAN PUBLIC WORKS ASS 3,285.00 184077 03/12/2026 PRINTED 008640 APPLIED RESEARCH ASSOCIAT 52,443.69 City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:26
User: bbrown
Program ID: apchkrcn

FOR CASH ACCOUNT: 100-99-999-999-1010- FOR: Uncleared CHECK # CHECK DATE TYPE VENDOR NAME UNCLEARED CLEARED BATCH CLEAR DATE 184078 03/12/2026 PRINTED 001001 AT&T PHONE 3,319.78 184079 03/12/2026 PRINTED 004410 B D WHITE TOP SOIL CO INC 729.30 184080 03/12/2026 PRINTED 007051 BASIC BENEFITS LLC 1,118.40 184081 03/12/2026 PRINTED 000013 BOYS AND GIRLS CLUB OF CA 4,424.33 184082 03/12/2026 PRINTED 007656 BREEN DESIGN GROUP, INC 52,455.00 184083 03/12/2026 PRINTED 000079 CALIFORNIA WATER SERVICE 52,367.99 184084 03/12/2026 PRINTED 001489 CHOURA VENUE SERVICES 1,523.42 184085 03/12/2026 PRINTED 008513 CINTAS CORPORATION NO. 2 2,262.38 184086 03/12/2026 PRINTED 008033 CLARENCE JOHNSON 300.00 184087 03/12/2026 PRINTED 006855 CLEMENTE-FINLEY, STEPHANI 50.00 184088 03/12/2026 PRINTED 008765 COLOEXCHANGE.COM, INC 5,100.00 184089 03/12/2026 PRINTED 008696 COMMERCIAL VAN INTERIORS, 5,754.60 184090 03/12/2026 PRINTED 004227 CONNIE DELA CRUZ-MANIO 50.00 184091 03/12/2026 PRINTED 007159 CORODATA RECORDS MANAGEME 854.93 184092 03/12/2026 PRINTED 007159 CORODATA SHREDDING, INC. 368.85 184093 03/12/2026 PRINTED 003586 CS AND ASSOCIATES INC 2,195.00 184094 03/12/2026 PRINTED 004115 CSG CONSULTANTS INC 24,591.50 184095 03/12/2026 PRINTED 006467 CESAR DAHILIG 50.00 184096 03/12/2026 PRINTED 000127 DAILY BREEZE NEWSPAPER 854.86 184097 03/12/2026 PRINTED 007948 DAVID VOLZ DESIGN LANDSCA 23,713.31 184098 03/12/2026 PRINTED 000658 DELL 23,851.26 184099 03/12/2026 PRINTED 007163 DIANNE THOMAS 100.00 184100 03/12/2026 PRINTED 006465 LOUIE DIAZ 100.00 184101 03/12/2026 PRINTED 001645 DISPENSING TECHNOLOGY COR 12,947.68 184102 03/12/2026 PRINTED 006482 FREDERICK DOCDOCIL 100.00 184103 03/12/2026 PRINTED 006876 DONALD ALAN SPRAGUE 399.00 184104 03/12/2026 PRINTED 001136 DP TRADING INC. 2,995.00 184105 03/12/2026 PRINTED 008617 ECONOMIC & PLANNING SYSTE 11,052.50 184106 03/12/2026 PRINTED 008189 ED'S FENCING, INC 568.00 184107 03/12/2026 PRINTED 007456 EDWINA S. HUNTER 50.00 184108 03/12/2026 PRINTED 001744 ENTERPRISE FM TRUST INC 14,540.87 184109 03/12/2026 PRINTED 001590 ENVIRONMENTAL SCIENCE ASS 686.00 184110 03/12/2026 PRINTED 008107 FCG CONSULTANTS INC 7,188.42 184111 03/12/2026 PRINTED 007224 FCS INTERNATIONAL, INC. 64,214.80 184112 03/12/2026 PRINTED 000355 FERGUSON ENTERPRISES LLC 130.33 184113 03/12/2026 PRINTED 004223 YOLANDA FIELDER 50.00 184114 03/12/2026 PRINTED 000221 FLEET PRIDE 97.30 184115 03/12/2026 PRINTED 001849 CAROLYN FOSTER 50.00 184116 03/12/2026 PRINTED 000865 GOODWILL LONG BEACH AND S 9,803.53 184117 03/12/2026 PRINTED 008193 GREAT PLACE TO WORK INSTI 5,995.00 184118 03/12/2026 PRINTED 008136 HARRELL'S, LLC 3,210.04 184119 03/12/2026 PRINTED 008132 HASA INC 403.61 184120 03/12/2026 PRINTED 000234 HOME DEPOT CREDIT SERVICE 5,583.65 184121 03/12/2026 PRINTED 003108 SUSAN D ODOM HOUZE 50.00 184122 03/12/2026 PRINTED 000615 DELL HUFF 100.00 184123 03/12/2026 PRINTED 000152 JERRYS CLEANERS 45.00 184124 03/12/2026 PRINTED 004935 JACQUELINE JOHNSON 50.00 184125 03/12/2026 PRINTED 007688 JOKER PARTY SUPPLY, INC. 1,305.19 184126 03/12/2026 PRINTED 000094 LAKESHORE LEARNING MATERI 1,149.07 184127 03/12/2026 PRINTED 000923 DE ANTHONY LANGSTON 50.00 184128 03/12/2026 PRINTED 003629 LEES TOOLS 428.13 184129 03/12/2026 PRINTED 007280 LETICIA VASQUEZ WILSON 100.00 City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:26
User: bbrown
Program ID: apchkrcn

FOR CASH ACCOUNT: 100-99-999-999-1010- FOR: Uncleared CHECK # CHECK DATE TYPE VENDOR NAME UNCLEARED CLEARED BATCH CLEAR DATE 184130 03/12/2026 PRINTED 000178 LOS ANGELES COUNTY 6.00 184132 03/12/2026 PRINTED 000799 GROUP SERVICES 2,589.00 184133 03/12/2026 PRINTED 006884 LYFT, INC. 8,760.87 184134 03/12/2026 PRINTED 007428 MFUME, DEQUITA 100.00 184135 03/12/2026 PRINTED 008036 MONIQUE FISHER 50.00 184136 03/12/2026 PRINTED 000744 NINYO & MOORE GEOTECHNICA 6,744.51 184137 03/12/2026 PRINTED 006280 PARKHOUSE TIRE SERVICES I 6,208.14 184138 03/12/2026 PRINTED 003832 PARS - PUBLIC AGENCY RETI 1,603.82 184139 03/12/2026 PRINTED 004119 PLANET BIDS INC 2,302.16 184140 03/12/2026 PRINTED 000973 POLY CORR INDUSTRIES 6,132.76 184141 03/12/2026 PRINTED 001285 POWER WHOLESALE ELECTRIC 145.73 184142 03/12/2026 PRINTED 001126 GRETA PRICE 50.00 184143 03/12/2026 PRINTED 008767 R3 CONSULTING GROUP, INC. 10,171.25 184144 03/12/2026 PRINTED 010000 CHARTER COMMUNICATIONS 480.00 184145 03/12/2026 PRINTED 008461 RINGCENTRAL, INC 54,509.94 184146 03/12/2026 PRINTED 007240 RJM DESIGN GROUP, INC. 6,929.00 184147 03/12/2026 PRINTED 000750 RKA CONSULTING GROUP 3,054.25 184148 03/12/2026 PRINTED 001230 ROBERTSONS READY MIX CONC 1,800.10 184149 03/12/2026 PRINTED 006964 SCCI, INC. 600.00 184150 03/12/2026 PRINTED 000124 SEPULVEDA BUILDING MATERI 750.62 184151 03/12/2026 PRINTED 007281 SHANNON WAYNE LAWRENCE 50.00 184152 03/12/2026 PRINTED 000170 SHERWIN WILLIAMS 843.44 184153 03/12/2026 PRINTED 008184 SKYNET COMMUNICATIONS, IN 1,174.50 184154 03/12/2026 PRINTED 000191 SMARDAN SUPPLY 12,272.19 184155 03/12/2026 PRINTED 000240 SOUTHERN CALIFORNIA EDISO 13,028.14 184156 03/12/2026 PRINTED 004417 SOCALGAS 17,164.53 184157 03/12/2026 PRINTED 006384 CHARTER COMMUNICATIONS 13,892.79 184158 03/12/2026 PRINTED 000718 STAPLES ADVANTAGE 506.69 184159 03/12/2026 PRINTED 005013 SWAYZER CORPORATION 34,279.39 184160 03/12/2026 PRINTED 008721 T&B PLANNING, INC. 35,824.21 184161 03/12/2026 PRINTED 008162 TDG ENGINEERING, INC. 19,293.93 184162 03/12/2026 PRINTED 007705 TRANSTECH ENGINEERS, INC. 381,194.06 184163 03/12/2026 PRINTED 001758 SHEILA TRESVANT 50.00 184164 03/12/2026 PRINTED 006769 U S BANK CORPORATE PAYMEN 12,935.80 184165 03/12/2026 PRINTED 000023 UNITED REFRIGERATION INC 102.48 184166 03/12/2026 PRINTED 008316 VARDATA, LLC 43,270.16 184167 03/12/2026 PRINTED 001407 VASQUEZ & COMPANY LLP 6,728.50 184168 03/12/2026 PRINTED 001249 VERIZON WIRELESS 160.04 184169 03/12/2026 PRINTED 005511 VULCAN MATERIALS CO. 3,649.41 184170 03/12/2026 PRINTED 002212 HD SUPPLY CONSTRUCTION 289.73 184171 03/12/2026 PRINTED 008105 Z&K CONSULTANTS, INC 149,285.00 184172 03/12/2026 PRINTED 007777 Bess Test Lab Inc. 5,680.00 184173 03/17/2026 PRINTED 006506 ALL IN ONE PARTIES 2,275.00 184174 03/17/2026 PRINTED 006506 ALL IN ONE PARTIES 240.00 184175 03/17/2026 PRINTED 008140 CHRISTOPHER NUNO 600.00 184176 03/17/2026 PRINTED 006955 CITY ELECTRIC SUPPLY 81.28 184177 03/17/2026 PRINTED 002454 CHRISTOPHER MILLER 1,500.00 184178 03/17/2026 PRINTED 002454 CHRISTOPHER MILLER 1,500.00 184179 03/17/2026 PRINTED 008198 RENT FOR EVENT LA, LLC 8,190.00 184180 03/17/2026 PRINTED 003304 REQUEST LINE MUSIC 500.00 184181 03/17/2026 PRINTED 008519 THUNDER STUDIOS, INC. 26,345.25 184182 03/19/2026 PRINTED 002904 ADMINSURE INC 9,400.00 City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:26
User: bbrown
Program ID: apchkrcn

FOR CASH ACCOUNT: 100-99-999-999-1010- FOR: Uncleared CHECK # CHECK DATE TYPE VENDOR NAME UNCLEARED CLEARED BATCH CLEAR DATE 184183 03/19/2026 PRINTED 001429 ADVANCED HEALTHSTYLES FIT 74,987.46 184184 03/19/2026 PRINTED 008764 ADVANCED AVANT-GARDE CORP 3,200.00 184185 03/19/2026 PRINTED 008533 AFIA HEMPHILL 50.00 184186 03/19/2026 PRINTED 000003 AIRGAS USA LLC 412.11 184187 03/19/2026 PRINTED 000797 ALESHIRE AND WYNDER LLP 9,560.00 184188 03/19/2026 PRINTED 000899 ALL CITY MANAGEMENT SERVI 67,874.25 184189 03/19/2026 PRINTED 004388 ALLIANT INSURANCE SERVICE 222.00 184190 03/19/2026 PRINTED 005523 AMAZON CAPITAL SERVICES 11,960.61 184191 03/19/2026 PRINTED 000504 AMERICAN RED CROSS HEALTH 270.00 184192 03/19/2026 PRINTED 006675 AMERICAN TRANSPORTATION S 1,084.13 184193 03/19/2026 PRINTED 008395 ANDREA VILLASANA 50.00 184194 03/19/2026 PRINTED 002177 ARIZONA MACHINERY LLC 540.15 184195 03/19/2026 PRINTED 000974 AT & T ALARM CIRCUITS 350.61 184196 03/19/2026 PRINTED 001078 AT & T LONG DISTANCE 73.34 184197 03/19/2026 PRINTED 001001 AT&T PHONE 9,664.98 184198 03/19/2026 PRINTED 004410 B D WHITE TOP SOIL CO INC 364.65 184199 03/19/2026 PRINTED 007051 BASIC BENEFITS LLC 373.80 184200 03/19/2026 PRINTED 007369 BIO-ACOUSTICAL ENGINEERIN 2,039.00 184201 03/19/2026 PRINTED 008585 BLACKSTONE REMODELING, IN 3,000.00 184202 03/19/2026 PRINTED 001438 BLUE DIAMOND MATERIALS 683.42 184203 03/19/2026 PRINTED 008605 BRENT D. PAGE 50.00 184204 03/19/2026 PRINTED 001627 BSN SPORTS LLC 1,103.20 184205 03/19/2026 PRINTED 008289 BYRON L. SMITH 50.00 184206 03/19/2026 PRINTED 007535 CALIFORNIA WATERS DEVELOP 4,999.00 184207 03/19/2026 PRINTED 000140 CARL WARREN AND CO 10,804.50 184208 03/19/2026 PRINTED 008781 CHEMART COMPANY 22,122.06 184209 03/19/2026 PRINTED 001489 CHOURA VENUE SERVICES 16,323.81 184210 03/19/2026 PRINTED 004947 CINDY'S JUMPERS 805.00 184211 03/19/2026 PRINTED 008513 CINTAS CORPORATION NO. 2 2,264.80 184212 03/19/2026 PRINTED 006955 CITY ELECTRIC SUPPLY 9,434.00 184213 03/19/2026 PRINTED 000114 CITY OF CARSON PETTY CASH 298.15 184214 03/19/2026 PRINTED 008082 CLIMATEC LLC 1,390.00 184215 03/19/2026 PRINTED 008416 CORKY'S PEST CONTROL INC. 6,655.00 184216 03/19/2026 PRINTED 007159 CORODATA SHREDDING, INC. 61.95 184217 03/19/2026 PRINTED 001629 CORTEZ GRAPHICS 1,160.25 184218 03/19/2026 PRINTED 001180 COUNTY OF LOS ANGELES 519.98 184219 03/19/2026 PRINTED 008248 CROWN EQUIPMENT CORPORATI 29,902.52 184220 03/19/2026 PRINTED 003586 CS AND ASSOCIATES INC 13,770.00 184221 03/19/2026 PRINTED 004115 CSG CONSULTANTS INC 35,611.00 184222 03/19/2026 PRINTED 000268 DAILY JOURNAL CORP 381.90 184223 03/19/2026 PRINTED 008720 DEBORAH WASHINGTON 50.00 184224 03/19/2026 PRINTED 002637 DEERE AND COMPANY 108,754.95 184225 03/19/2026 PRINTED 007815 DIMENSION PUBLICITARIA IN 13,000.00 184226 03/19/2026 PRINTED 000534 DIRECTV 276.99 184227 03/19/2026 PRINTED 006876 DONALD ALAN SPRAGUE 570.50 184228 03/19/2026 PRINTED 007713 DORCAS A. WADDIS 50.00 184229 03/19/2026 PRINTED 007707 DOROTHY J. ROSS 50.00 184230 03/19/2026 PRINTED 003092 VERA DORSEY-REEVES 50.00 184231 03/19/2026 PRINTED 006907 ECO LAB 282.34 184232 03/19/2026 PRINTED 008107 FCG CONSULTANTS INC 4,090.84 184233 03/19/2026 PRINTED 000355 FERGUSON ENTERPRISES LLC 47.08 184234 03/19/2026 PRINTED 003563 ORIENTAL TRADING CO INC 182.57 City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:26
User: bbrown
Program ID: apchkrcn

FOR CASH ACCOUNT: 100-99-999-999-1010- FOR: Uncleared CHECK # CHECK DATE TYPE VENDOR NAME UNCLEARED CLEARED BATCH CLEAR DATE 184235 03/19/2026 PRINTED 004437 GALLS, LLC 3,999.15 184236 03/19/2026 PRINTED 000941 GOLDEN STATE WATER COMPAN 8,479.47 184237 03/19/2026 PRINTED 008335 GOMEZ GROWERS INC. 243.10 184238 03/19/2026 PRINTED 000793 GRAINGER 2,589.33 184239 03/19/2026 PRINTED 004256 RONALD GRACE 27,000.00 184240 03/19/2026 PRINTED 008394 HANNAH MITCHELL 50.00 184241 03/19/2026 PRINTED 008729 HERITAGE LANDSCAPE SUPPLY 1,886.32 184242 03/19/2026 PRINTED 008800 HERITAGE POOL SUPPLY GROU 861.45 184243 03/19/2026 PRINTED 000234 HOME DEPOT CREDIT SERVICE 3,357.84 184244 03/19/2026 PRINTED 000621 SOUTHERN CALIFORNIA HOUSI 2,611.97 184245 03/19/2026 PRINTED 001210 HYGRADE PLANTING MIX 439.00 184246 03/19/2026 PRINTED 008314 INTERIOR PLUS, INC 102,854.62 184247 03/19/2026 PRINTED 001308 JAG TAG ENTERPRISES INC 9,142.00 184248 03/19/2026 PRINTED 008529 JAPANESE AUTO CENTER INC. 120.00 184249 03/19/2026 PRINTED 007469 JENN SALES CORPORATION 18,046.35 184250 03/19/2026 PRINTED 008746 JENNIFER L. CURTIS 3,400.00 184251 03/19/2026 PRINTED 000152 JERRYS CLEANERS 423.00 184252 03/19/2026 PRINTED 006528 JOHN CRUIKSHANK CONSULTAN 114,025.49 184253 03/19/2026 PRINTED 008390 JOSHUA MOORE 50.00 184254 03/19/2026 PRINTED 008392 KAYLA HONMA 50.00 184255 03/19/2026 PRINTED 008403 KOBII M. HOWARD 200.00 184256 03/19/2026 PRINTED 008553 KY AND KY, LLC 224.65 184257 03/19/2026 PRINTED 000094 LAKESHORE LEARNING MATERI 392.05 184258 03/19/2026 PRINTED 008722 LAWRENCE LEOMITI 1,200.00 184259 03/19/2026 PRINTED 004428 LAWSON PRODUCTS INC 2,301.17 184260 03/19/2026 PRINTED 008404 LEA MACIAS 50.00 184261 03/19/2026 PRINTED 008534 LISA F. COTTRELL 50.00 184262 03/19/2026 PRINTED 006668 LOS ANGELES CONSERVATION 32,376.40 184263 03/19/2026 PRINTED 000070 LOS ANGELES COUNTY DEPT O 29,832.20 184264 03/19/2026 PRINTED 000074 LOS ANGELES COUNTY SHERIF 2,203,038.61 184265 03/19/2026 PRINTED 000494 M AND S METALS 6,281.93 184266 03/19/2026 PRINTED 007248 MARIA'S GARDEN CENTER & L 1,352.52 184267 03/19/2026 PRINTED 008206 MARK A. PASKELL 1,500.00 184268 03/19/2026 PRINTED 008191 MATTHEWS FAMILY COUNSELIN 1,300.00 184269 03/19/2026 PRINTED 000037 MAYFLOWER DISTRIBUTING CO 782.00 184270 03/19/2026 PRINTED 000996 MIRACLE PLAYGROUND SALES 103.72 184271 03/19/2026 PRINTED 003576 MRS ENVIRONMENTAL INC 12,952.49 184272 03/19/2026 PRINTED 008817 NATHANIEL ZULUETA 50.00 184273 03/19/2026 PRINTED 006825 NORA MOMOLI 50.00 184274 03/19/2026 PRINTED 010999 BECERRA, DAISY 68.65 184275 03/19/2026 PRINTED 010999 NICHOLAS YOON 169.28 184276 03/19/2026 PRINTED 008756 OPEN GOV INC 95,911.01 184277 03/19/2026 PRINTED 006280 PARKHOUSE TIRE SERVICES I 717.39 184278 03/19/2026 PRINTED 000460 PETES ROAD SERVICE INC 1,132.89 184279 03/19/2026 PRINTED 003099 PAMELA PITCHER 50.00 184280 03/19/2026 PRINTED 001020 PITNEY BOWES 1,018.26 184281 03/19/2026 PRINTED 000746 PITNEY BOWES RESERVE ACCO 900.11 184282 03/19/2026 PRINTED 000746 PITNEY BOWES PRESORT SERV 19.20 184283 03/19/2026 PRINTED 001285 POWER WHOLESALE ELECTRIC 689.18 184284 03/19/2026 PRINTED 001149 DENICE PRICE 50.00 184285 03/19/2026 PRINTED 004862 PRINCIPAL LIFE INSURANCE 2,841.30 184286 03/19/2026 PRINTED 000408 PROFESSIONAL MOBILE REMOD 17,820.00 City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:26
User: bbrown
Program ID: apchkrcn

FOR CASH ACCOUNT: 100-99-999-999-1010- FOR: Uncleared CHECK # CHECK DATE TYPE VENDOR NAME UNCLEARED CLEARED BATCH CLEAR DATE 184287 03/19/2026 PRINTED 007372 PROTIME SPORTS 7,547.51 184288 03/19/2026 PRINTED 008532 RCR TRAFFIC SPECIALIST 7,571.59 184289 03/19/2026 PRINTED 000119 RED WING SHOE STORE 2,000.00 184290 03/19/2026 PRINTED 000588 REFRIGERATION SUPPLIES DI 220.68 184291 03/19/2026 PRINTED 008803 REHAB WEST, INC. 456.00 184292 03/19/2026 PRINTED 008198 RENT FOR EVENT LA, LLC 27,000.84 184293 03/19/2026 PRINTED 010000 EBONY JONES-STREETS 20.00 184294 03/19/2026 PRINTED 010000 GOLDEN STATE WATER COMPAN 960.00 184295 03/19/2026 PRINTED 007240 RJM DESIGN GROUP, INC. 3,722.67 184296 03/19/2026 PRINTED 000402 ROADLINE PRODUCTS INC USA 3,232.40 184297 03/19/2026 PRINTED 000057 ROBERT MCELROY LLC 95.94 184298 03/19/2026 PRINTED 001230 ROBERTSONS READY MIX CONC 1,312.94 184299 03/19/2026 PRINTED 003585 RSG INC 5,455.00 184300 03/19/2026 PRINTED 004269 EDGAR SALAS TEASE 3,500.00 184301 03/19/2026 PRINTED 000427 SAM'S CLUB DIRECT 3,273.91 184302 03/19/2026 PRINTED 008515 SAMSARA INC. 11,383.90 184303 03/19/2026 PRINTED 001605 SC FUELS 13,975.41 184304 03/19/2026 PRINTED 006964 SCCI, INC. 600.00 184305 03/19/2026 PRINTED 000124 SEPULVEDA BUILDING MATERI 1,136.43 184306 03/19/2026 PRINTED 003159 SITEONE LANDSCAPE SUPPLY 381.93 184307 03/19/2026 PRINTED 000211 SMART AND FINAL IRIS 179.07 184308 03/19/2026 PRINTED 000240 SOUTHERN CALIFORNIA EDISO 58,746.23 184309 03/19/2026 PRINTED 007812 SONYA EATMAN 50.00 184310 03/19/2026 PRINTED 000725 SOUTH BAY CASINO RENTALS 3,645.00 184311 03/19/2026 PRINTED 008790 SOUTHWEST PARKING ASSOCIA 375.00 184312 03/19/2026 PRINTED 004977 CHARTER COMMUNICATION 1,722.88 184313 03/19/2026 PRINTED 000718 STAPLES ADVANTAGE 12,661.42 184314 03/19/2026 PRINTED 003100 LINDA STEWART 50.00 184315 03/19/2026 PRINTED 007931 TOMECKO JACKSON 975.00 184316 03/19/2026 PRINTED 008106 TOTUM CORP 36,614.00 184317 03/19/2026 PRINTED 006769 U S BANK CORPORATE PAYMEN 5,447.56 184318 03/19/2026 PRINTED 006769 CITY MANAGER 5,513.98 184319 03/19/2026 PRINTED 008766 UBER TECHNOLOGIES, INC. 965.01 184320 03/19/2026 PRINTED 000023 UNITED REFRIGERATION INC 71.39 184321 03/19/2026 PRINTED 008430 URBAN HABITAT 732,036.17 184322 03/19/2026 PRINTED 008552 VALLEY ATHLETIC FIELD SOL 917.28 184323 03/19/2026 PRINTED 001249 VERIZON WIRELESS 190.62 184324 03/19/2026 PRINTED 008783 VITALSMARTS LC 645.00 184325 03/19/2026 PRINTED 008517 VITAL RECORDS CONTROL 2,658.98 184326 03/19/2026 PRINTED 005511 VULCAN MATERIALS CO. 6,440.13 184327 03/19/2026 PRINTED 001011 W.G. ZIMMERMAN ENGINEERIN 5,942.50 184328 03/19/2026 PRINTED 000888 WATERLINE TECHNOLOGIES 3,233.24 184329 03/19/2026 PRINTED 008299 WEST COAST SPORTS AND FIT 360.00 184330 03/19/2026 PRINTED 002212 HD SUPPLY CONSTRUCTION 179.94 184331 03/19/2026 PRINTED 000144 YAMADA CO INC 95.46 184332 03/19/2026 PRINTED 000544 ZEP MANUFACTURING CO 9,707.43 184333 03/23/2026 PRINTED 008819 MIGDALIA SANCHEZ 4,722.52 184334 03/23/2026 PRINTED 008430 URBAN HABITAT 760,000.00 184335 03/24/2026 PRINTED 007777 Bess Test Lab 1,638.00 309 CHECKS CASH ACCOUNT TOTAL 6,836,001.06 .00 City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:26
User: bbrown
Program ID: apchkrcn

UNCLEARED CLEARED
309 CHECKS FINAL TOTAL 6,836,001.06 .00 ** END OF REPORT - Generated by Breana Brown **
City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:51
User: bbrown
Program ID: apchkrcn

FOR CASH ACCOUNT: 100-99-999-999-1010- FOR: Uncleared CHECK # CHECK DATE TYPE VENDOR NAME UNCLEARED CLEARED BATCH CLEAR DATE 295 03/18/2026 WIRE 008819 MIGDALIA SANCHEZ 4,722.51 296 03/19/2026 WIRE 004084 RE SOLUTIONS, LLC 1,440,004.71 2 CHECKS CASH ACCOUNT TOTAL 1,444,727.22 .00 City of Carson

AP CHECK RECONCILIATION REGISTER
Report generated: 03/25/2026 08:51
User: bbrown
Program ID: apchkrcn

UNCLEARED CLEARED
2 CHECKS FINAL TOTAL 1,444,727.22 .00 ** END OF REPORT - Generated by Breana Brown **
CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, April 7, 2026, 5:00 PM
CONSENT 19. 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 Economic Development Commission held its monthly meeting on Thursday, March 5, 2026. Duringthe meeting, the Commission received an update on the Cal Compact Landfill from Executive DirectorJohn Raymond, as well as a presentation on the Comprehensive Development Fee Study from SpecialProjects Manager James Nguyen. Commissioners Ray Aldridge and Darren Embry were elected asChairperson and Vice Chairperson, respectively. The Commission also received an EconomicDevelopment update from staff.

Environmental Commission
The Environmental Commission held its regular meeting on March 4, 2026, at City Hall, where theCommission approved the February 4, 2026, minutes and discussed preparations for the upcoming EarthDay event, including volunteer coordination and giveaway ideas. Commissioners also raised communitytopics such as sustainable housing grants, dog park amenities, and potential waste bag stations, whilestaff provided updates on upcoming events and distributed Brown Act materials before adjourning themeeting at 7:05 p.m. The next meeting is scheduled for April 1, 2026, at 6:30 p.m.

Public Works Commission
The Public Works Commission failed to achieve a quorum on March 16th. The Public Works Commissionwill resume in April.

Human Relations Commission
On March 18, 2026, the Human Relations Commission successfully held their regular monthly meeting.The Commissioners went over survey results of the Rising Stars Conference happened on February 21,2026. The result was pleasant as they celebrated the success of the event. They also updated progressof and discussed other action items for The Food Pantry Ad Hoc Committee as well as for Disability AdHoc Committee. They will reconvene in April 15, 2026 for their monthly regular meeting.

Parks, Recreation, and Cultural Arts Commission
The Parks, Recreation, and Cultural Arts Commission convened on Thursday, February 26, 2026, atthe Foisia Park. Commission meetings held at local parks aim to encourage greater communityengagement by providing residents with an opportunity to voice their concerns about theirneighborhoods. Attendees learned about recent improvements and the various programs offered by thecity. Both the Park Maintenance and Recreation Superintendent provided a brief presentation outliningupdates occurring at Foisia Park and sites currently under construction.

The next meeting will be held on Thursday March 26, 2025, at the Council Chambers and will celebratethe Spelling Bee and Basketball champions of the season.

Planning Commission
See attachment included as Exhibit 1.

Public Relations Commission
The Public Relations Commission met on March 24, 2026, to finalize details for the "Why I like CarsonEssay-Contest" and awards ceremony. The commission adjourned until it's next meeting on Tuesday,April 28, 2026.

Public Safety Commission
The Public Safety Commission had a meeting scheduled for Thursday, March 19, and successfully had aquorum. For this meeting the commissioners reviewed two letters that will be addressed to theDepartment of Public Safety. One letter is about traffic enforcement and the other one is about red lightcamaras. The commissioners decided to move forward with the red light camara letter, and had somechanges on the traffic enforcement one. An updated draft will be reviewed at the next commissionmeeting. In addition, the commissioners started their research on vehicle sales in public streets. Theyreviewed different ordinances that other neighboring cities have in regard to vehicle sales on publicstreets. The research will still continue for the next scheduled meeting.

Senior Citizens Advisory Commission
See attachment included as Exhibit 2.

Veterans Affairs Commission
See attachment included as Exhibit 3.

Women’s Issues Commission
In March, the Women's Issues Commission continued advancing several key initiatives discussed earlierin the year. The commission reviewed progress on its parent volunteer recognition effort and confirmed that 18 nominations had been received from local elementary schools for recognition at the May 5th CityCouncil meeting. To allow for a final round of outreach, the nomination deadline was extended to April 10for remaining schools. Commissioners also discussed participating in the Carson Library's "Library Fest"on April 25th, where the Commission may host a table to increase visibility, share domestic violence andfamily resource materials, and promote upcoming initiatives such as the All About Me Women's HealthConference. To support future outreach efforts, the commission approved exploring branded materialsincluding pens, table signage, a table cloth, and a canopy.

The Commission also revisited its Mother's Day outreach at Heritage House and discussed care packageoptions including body wash, scarves, gift bags, and cards, with a tentative drop-off planned for May 8th.In addition, members continued reviewing resident survey feedback and discussed ways to increasecommunity awareness of the Commission's work, including potential conversation circles, partnershipswith existing city programs, and stronger promotion of women and family centered resources.

Youth Commission
See attachment included as Exhibit 4.

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

VI. EXHIBITS

1. Planning Commission

2. Senior Citizens Advisory Commission

3. Veterans Affairs Commission

4. Youth Commission

Attachments
Planning Commission
Senior Citizens Advisory Commission
Veterans Affairs Commission
Youth Commission
Planning Commission Report
December 2025- March 2026

1 | Page

Planning Commission December 9, 2025

1. Site Plan and Design Overlay Review (DOR) No. 1959-24

Applicant: Jefferson Ohio
Owner: Bill Hassan
Request: Adopt Resolution No. 25-2894, entitled, “A RESOLUTION OF THE PLANNING

COMMISSION OF THE CITY OF CARSON FINDING A CEQA EXEMPTION AND CONDITIONALLY APPROVING SITE PLAN AND DESIGN OVERLAY REVIEW NO. 1959-24 FOR THE DEVELOPMENT OF EIGHT DETACHED DWELLING UNITS AT 21135 ½ BOLSA STREET. (APN 7334003021)”.

Property
Involved:
21135 ½ Bolsa Street (APN 7334-003-021)
Action: Continued

2. A Resolution of the Planning Commission of the City of Carson recommending that the City Council make findings pursuant to CEQA Guidelines Sections 15162 and 15168(c)(2) and adopt General Plan Amendment No. 03-25, and 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.

Applicant: City of Carson
Request: Adopt Resolution No. 25 -2895, entitled, “RESOLUTION OF THE PLANNING

COMMISSION OF THE CITY OF CARSON RECOMMENDING THAT THE CITY COUNCIL MAKE FINDINGS PURSUANT TO CEQA GUIDELINES SECTIONS 15162 AND 15168(c)(2) AND ADOPT GENERAL PLAN AMENDMENT 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" .

Property
Involved: Citywide
Action: Approved

Planning Commission Report
December 2025- March 2026

2 | Page

Planning Commission December 17, 2025

3. Request for a one-year extension of project entitlement DOR No. 1785-19 to comply with Conditions of Approval.

Applicant: Marcel Martins - CreateRE
Owner: Armin Haghi and Sean Haghi
Request: Adopt Resolution No. 25-2896 of the Planning Commission of the City of Carson approving a one-year extension of time of effectiveness of Site Plan and Design Review 1785-19 Revision #2, pertaining to real property located at 2625 E. Carson Street.

Property
Involved:
2625 E. Carson Street (APN 7316-008-021, -022, and -022) Action: Approved

Planning Commission January 27, 2026

4. Consider adopting a resolution recommending City Council approval of an addendum to the General Plan Update Environmental Impact Report and adoption of the Carson Civic Specific Plan.

Applicant: City of Carson
Request: Adopt Resolution No. 26-2897, entitled , "A RESOLUTION OF THE PLANNING

COMMISSION OF THE CITY OF CARSON RECOMMENDING THAT THE CITY COUNCIL APPROVE AN ADDENDUM TO THE CARSON 2040 GENERAL PLAN

UPDATE ENVIRONMENTAL IMPACT REPORT AND ADOPT THE CARSON CIVIC CENTER SPECIFIC PLAN (SP No. 01-26)."
Property
Involved: 701 and 801 E. Carson St.

Action: Approved

Planning Commission Report
December 2025- March 2026

3 | Page

5. Public hearing to consider adoption of Resolution No. 26-2898, recommending City Council approval of an Amended and Restated Development Agreement No. 23- 19 between the City of Carson, Imperial Avalon, LLC, and Lennar Homes of California, LLC for a Mixed-use project located at 21207 South Avalon Boulevard.

Applicant: Imperial Avalon, LLC
Owner: Imperial Avalon, LLC; Lennar Homes of California, LLC Request: Adopt Resolution No. 26 -2898, entitled, “ A RESOLUTION OF THE PLANNING

COMMISSION OF THE CITY OF CARSON RECOMMENDING THE CARSON CITY COUNCIL APPROVE AMENDED AND RESTATED DEVELOPMENT AGREEMENT NO. 23-19 BETWEEN THE CITY OF CARSON, IMPERIAL AVALON, LLC, AND LENNAR HOMES OF CALIFORNIA, LLC FOR A MIXED-USE PROJECT LOCATED 21207 SOUTH AVALON BOULEVAD”.

Property
Involved: 21207 S. Avalon Blvd.

Action: Approved

Planning Commission February 24, 2026

6. Design Overlay Review No. 00021-25
Applicant: Ashley Lin
Request: Adopt Resolution No. 26 -2899, entitled, “ A RESOLUTION OF THE PLANNING

COMMISSION OF THE CITY OF CARSON FINDING A CEQA EXEMPTION AND CONDITIONALLY APPROVING SITE PLAN AND DESIGN REVIEW NO. 00021-25 TO MODIFY THE FAÇADE OF THE SHOWROOM BUILDING OF AN EXISTING NEW CAR DEALERSHIP.”
Property
Involved: 2205 E. 223rd Street
Action: Approved

Planning Commission Report
December 2025- March 2026

4 | Page

Planning Commission March 10, 2026

7. Design Overlay Review No. 1925 -23, Conditional Use Permit No. 1128 -23, and Development Agreement No. 33-23

Applicant: VESI 27, LLC
Request: Adopt Resolution No. 26 -2900, entitled, “ A RESOLUTION OF THE PLANNING

COMMISSION OF THE CITY OF CARSON DENYING SITE PLAN AND DESIGN REVIEW NO. 1935 -23 AND CONDITIONAL USE PERMIT NO. 1128 -2, AND

RECOMMENDING THAT THE CITY COUNCIL DENY DEVELOPMENT AGREEMENT NO. 33 -23 FOR A PROPOSED BATTERY ENERGY STORAGE SYSTEM (BESS) FACILITY LOCATED AT 18800 BROADWAY AVENUE, APN 7339-014-009.” Property
Involved: 18800 Broadway Avenue
Action: Approved

Senior Citizens Advisory Commission
Meeting Update – March 2026
______________________________________________

The Senior Citizens Advisory Commission met on Tuesday, March 10, 2026, at the Carson Event Center. The meeting began with quorum confirmation, followed by the Pledge of Allegiance, roll call, approval of the March 10th agenda, and the minutes from February 9, 2026. Votes were recorded and noted.

INTRODUCTIONS / PRESENTATIONS

Crisina Go, Estate Properties (310) 971-0404

Ms. Go invited the Senior Citizens Advisory Commission, and everyone who is over the age of 50 to a Living Trust Workshop at the Carson Event Center on March 30, 2026, from 10:00 AM – 11:30 AM. The free informational workshop will be conducted by Real Estate to cover key topics such as knowing what a living trust is, knowing when to amend your trust, and learning strategies to help avoid probate.

WRITTEN COMMUNICATIONS AND REPORTS

Staff members shared details about ongoing and upcoming Carson programs and events including the Senior Spring Fling Luncheon to be held on Friday, April 17, 2026, and the on-going Mental Health Series for Older Adults, every first and third Monday of the month.

PUBLIC ORAL COMMUNICATIONS FOR MATTERS NOT LISTED ON THE AGENDA

None.

CONCLUSION

Following oral communications by the commission and staff, a vote was cast to adjourn the meeting at 4:50 p.m. and carried out unanimously. The next Senior Advisory Commission meeting is scheduled for April 13, 2026, at 4:00 p.m. at the Carson Event Center.

Veterans Affairs Commission
March Meeting Update

The Veterans Affairs Commission convened its regular meeting on Monday, March 16, 2026, at 6:15 p.m. at Veterans Park in the Activity Room. The meeting commenced with confirmation of a full quorum, followed by roll call, the Pledge of Allegiance, and approval of the Consent Calendar.

The Consent Calendar included the March 16, 2026 agenda; the minutes from the previous meeting held on Tuesday, February 17, 2026, which was rescheduled from the Commission’s regularly scheduled Monday meeting due to a holiday; the Commission’s Special Events List; and the Park Assignments List.

The Commission discussed Old and New Business, including participation in City events, the office proposal, 2026 Memorial Day Subcommittee updates, and the rescheduling of meetings due to holiday conflicts. Relevant motions and votes were recorded accordingly.

Commissioners provided updates on their respective park assignments, followed by oral communications from both commissioners and staff.

The meeting was adjourned at 7: 36 p.m. The next Veterans Affairs Commission meeting is scheduled for Monday, April 20, 2026, at 6:15 p.m., in the Activity Room at Veterans Park.

Youth Commission
March Meeting Update

The Youth Commission convened its regular meeting on Wednesday, March 11, 2026, at 7:00 p.m. in the Executive Conference Room at City Hall. The meeting commenced with confirmation of a full quorum, followed by roll call, the Pledge of Allegiance, and approval of the Consent Calendar. The Consent Calendar included the 3/11/26 agenda, minutes from a previous meeting held on 1/1 4/26 (no meeting held in February due to lack of quorum) , park assignments, special events list, and the April "Programs-At-A-Glance" report.

The commission proceeded to discuss both old and new business, including their beautification project and monthly challenge, with applicable motions and votes properly recorded. Staff provided an update on the Earthday/Kid’s Fest event, scheduled for Saturday, April 11, 2025, and encouraged the Commission to attend, and report on their experience . Staff also inquired about commissioner availability to volunteer at the event.

Commissioners then presented updates related to their respective park reports.

The meeting concluded with oral communications from both commissioners and staff. A unanimous vote was taken to adjourn the meeting at 7:3 2 p.m. The next Youth Commission meeting is scheduled for Wednesday, April 8, 2026, at 7:00 p.m., in the Executive Conference Room at City Hall.

CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, April 7, 2026, 5:00 PM
CONSENT 20. To: Honorable Mayor and City Council From: William Jefferson, Director of Finance FIN Administration Subject: CONSIDER APPROVAL OF AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICESAGREEMENT #25-060 WITH ESPARZA CONSULTANTS, LLC. TO PROVIDE ON-CALL CONSULTINGSERVICES TO THE FINANCE DEPARTMENT (CITY COUNCIL) I. SUMMARY
The City of Carson (“City”) originally retained Esparza Consultants through Request for Proposals (RFP) No. 25- 017 to provide as-needed financial consulting services for the Finance Department.

The Finance Department is proposing Amendment No. 2 to expand the scope of work to include improvements to the City’s Purchasing operations in preparation for the transition to the OpenGov Inc. system, approved by the City Council on November 18, 2025. The additional services will focus on evaluating current processes, identifying efficiencies, and aligning purchasing functions with the new system.

Staff recommends that the City Council approve this amendment, increasing the contract by $47,000, for a total not-to-exceed amount of $120,995.

II. RECOMMENDATION
TAKE the following actions:

1. APPROVE Amendment No. 2 with Esparza Consultants for On-Call Financial Consulting services, increasing the contract sum by $47,000 for a not-to-exceed amount of $120,995, to support additional services related to the Finance Department's procurement functions; and

2. AUTHORIZE the Mayor to execute contract Amendment No. 2 with Esparza Consultants following approval as to form by the City Attorney.

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

IV. BACKGROUND
The City of Carson issued Request for Proposals (RFP) No. 25-017 on February 20, 2025, to retain professional consulting services for the Finance Department, including Payroll and other financial operations. The original scope of work included analyzing workflows, providing best practice recommendations, facilitating intra-departmental meetings, reviewing administrative procedures, and assisting with implementation and staff training on an as- needed basis.

Amendment No. 2 proposes expanding the scope of work to include support for the City’s Purchasing operations, specifically to enhance processes in advance of the transition to the OpenGov Inc. system, which will centralize bidding and contracting functions. Procurement consulting is a natural extension of Finance Department operations and falls within the original as-needed consulting framework. Additionally, as a professional services consultant, Esparza Consultants was retained through a competitive proposal process due to the high level of technical expertise required to perform the original scope of work, and is therefore well suited to provide these expanded services efficiently and cost effectively.

Under Amendment No. 2, Esparza Consultants will provide additional services to enhance the City’s Purchasing operations in preparation for the OpenGov system implementation. Services will include: facilitating meetings with Finance and City working groups to review current processes, gather stakeholder input, and establish timelines; developing decision trees, workflows, forms, and documentation; reviewing and updating policies, Administrative Rules, and Municipal Code with recommendations; creating solicitation, contract, and terms and conditions templates for various procurement methods; assessing Tyler Munis workflows and approval processes; conducting Citywide training, including a train-the-trainer approach; and providing guidance on contract review and quality control. All deliverables will be compiled in an Executive Summary with supporting documentation incorporating City feedback, ensuring staff are fully prepared to operate efficiently under the new system.

Staff recommends that the City Council approve Amendment No. 2 to the Professional Services Agreement with Esparza Consultants, increasing the contract amount by $47,000 for a total not-to-exceed amount of $120,995, to support these additional services related to the Finance Department’s procurement function.

V. FISCAL IMPACT
The costs associated with the proposed Amendment No. 2 will utilize funds allocated in the adopted FY 2025-26 budget using Professional Services account 101-60-630-101-6004.

VI. EXHIBITS

1. Esparza Consultants 25-060 - Amendment No. 2

2. RFP 25-017

3. RFP 25-017 Bid Register

4. Esparza Consultants 25-060 - Original (Executed)

5. Esparza Consultants 25-060 - Amendment No. 1 (Executed)

Attachments
Esparza Consultants Amendment No. 2.pdf
RFP 25-017.pdf
RFP 25-017 - Bid Register.pdf
Esparza Consultants 25-060 - Original (Executed).pdf
Esparza Consultants 25-060 - Amendment No. 1 (Executed) .pdf

01007.0001 2100251.3 3/4/2026
AMENDMENT NO. 2

TO AGREEMENT FOR CONTRACT SERVICES

THIS AMENDMENT NO. 2 TO AGREEMENT FOR CONTRACT SERVICES (“Amendment No. 2”) by and between the CITY OF CARSON, a California municipal corporation (“City”), and ESPARZA CONSULTANTS, LLC , a California limited liability company (“Consultant”) is entered into as of the ______ day of March, 2026. City and Consultant are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”

RECITALS
A. City and Consultant entered into that certain Agreement for Contract Services dated April 3, 2025 (“Agreement”), whereby Consultant agreed to provide City payroll consulting services and assistance including conducting an overview of current payroll operations and proposing incremental best practice changes, for a not-to-exceed Contract Sum of $24,500.00 for a one year term expiring April 2, 2026.

B. On August 7 , 2025, City and Consultant entered into an a mendment to the Agreement (“Amendment No. 1”) to extend the Term by four additional years, through April 2, 2030, and increase the not-to-exceed Contract Sum by $49,495.00, from $24,500.00 to $73,995.00, for continued Services.

C. City and Consultant now desire to further amend the Agreement to increase the not- to-exceed Contract Sum by $ 47,000.00, from $ 73,995.00 to $ 120,995.00 for additional procurement consulting services and assistance (“Amendment No. 2 Additional Services”).

TERMS

1. Incorporation of Recitals. The Recitals set forth above are incorporated into and are a part of this Amendment No. 2.

2. Terms and Definitions. All words, terms and phrases used or referenced in this Amendment No. 2, not expressly defined in this Amendment No. 2, shall have the same meaning ascribed to them in the Agreement.

3. Contract Changes . The Agreement is amended as provided herein (new text is identified in bold italics, deleted text in strike through).

A. Section 2.1 (Contract Sum) of this Agreement is hereby amended to read in its entirety as follows:
“2.1 Contract Sum . For the services rendered pursuant to this Agreement, Consultant shall be compensated in accordance with the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference, but not exceeding the maximum contract amount of One Hundred

01007.0001 2100251.3 3/4/2026
Twenty Thousand Nine Hundred Ninety Five Dollars ($1 20,995.00) Seventy- Four Thousand Dollars ($73,995.00) (“Contract Sum”).”
B. Exhibit “A” (Scope of Services) of the Agreement is hereby amended to read in its entirety as follows:

See attached.

C. Exhibit “C” (Schedule of Compensation) of the Agreement is hereby amended to read in its entirety as follows:

See attached.

4. Continuing Effect of Agreement. Except as amended by Amendment No. 1 and this Amendment No. 2, all provisions of the Agreement shall remain unchanged and in full force and effect. From and after the date of this Amendment No. 2, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement, as amended by Amendment No. 1 and this Amendment No. 2 to the Agreement.

5. Affirmation of Agreement; Warranty Re Absence of Defaults. City and Consultant each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement and Amendment No. 1 . Each Party represents and warrants to the other that there have been no written or oral modifications to the Agreement other than as provided herein and Amendment No. 1. Each Party represents and warrants to the other that the Agreement, as amended by Amendment No. 1 and this Amendment No. 2, is currently an effective, valid, and binding obligation.

Consultant represents and warrants to City that, as of the date of this Amendment No. 2, City is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

City represents and warrants to Consultant that, as of the date of this Amendment No. 2, Consultant is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

6. Adequate Consideration. The Parties irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2.

7. Authority. The persons executing this Amendment No. 2 on behalf of the Parties warrant that (i) such Party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Amendment No. 2 on behalf of said Party, (iii) by so executing this Amendment No. 2, such Party is formally bound to the provisions of this Amendment No. 2, and (iv) the entering into this Amendment No. 2 does not violate any provision of any other agreement to which said Party is bound.

01007.0001 2100251.3 3/4/2026

8. Counterparts. This Amendment No. 2 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 constitute but one and the same Amendment No. 2. [SIGNATURES ON THE FOLLOWING PAGE]

01007.0001 2100251.3 3/4/2026
IN WITNESS WHEREOF , the Parties have executed this Amendment No. 2 on the date(s) and year first set forth above.

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:

ESPARZA CONSULTANTS, LLC., a California
limited liability company

By:

Name: Araceli Esparza
Title: President/Manager

If Consultant is a limited liability company, any one of the following options will satisfy City’s signature requirements pursuant to the Corporations Code. Option A: 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. Option B: Signatures required from two managers unless the LLC is managed by one manager per its articles of organization, in which case only one signature from that manager is required. Option C: One signature required from any member unless the LLC is manager-managed per its articles of organization. Option D: One signature required from any manager if the LLC is manager - managed per i ts articles of organization. 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 2100251.3 3/4/2026
EXHIBIT “A”

SCOPE OF SERVICES

I. Consultant will perform the following Services:

Consultant will provide payroll consulting services and assistance to the City of Carson.

This will consist of providing an overview of current Payroll operations and proposing incremental best practice changes. Consultant will attend and facilitate the Intra -City Working Group meetings and create checklists for processes that include decision trees and flow charts. Consultant will then provide an Executive Summary of all findings and recommendations.

As part of the Amendment No. 2 Additional Services, Consultant will expand procurement consulting services to include detailed checklists with decision trees and flowcharts for purchasing Goods, General Services, Professional Services, and Public Works; standardized templates for Single, Quick, Informal, Qu otes, Bids, and RFPs; terms and conditions for purchase orders and solicitation templates; comprehensive Procurement, Admin, and Management training on City of Carson processes; facilitation of Intra -City Working Group meetings; implementation of MGO’s April 20224 Assessment recommendations; and clear documentation of all roles and responsibilities. This maintains the original schedule with weekly check -ins through June 30, 2026.

II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City:

A. Meeting with Finance Department

Meet with the Finance and Human Resources departments to obtain a business review of the payroll operations, the proposed deliverables and determine future goals, visi on, and a mutually accepted timeline for net set of deliverables. (Onsite meetings)

B. City Working Group Interviews, Findings and Recommendations

Consultant will attend and facilitate City working group meetings throughout the development and deployment of deliverables to tailor resources to the City’s unique needs.

• Meet with stakeholders and identify issues with existing payroll processes. • Establish guidelines and decision trees - focus on the result and guide staff through a series of questions and scenarios.
• Following the deployment of the deliverables below, meet with stakeholders again to gauge progress and identify areas of improvement and make final adjustments.

01007.0001 2100251.3 3/4/2026

C. Based upon input from the City working group, develop forms, create decision trees and flow charts and document processes.

D. Review, Report/Discussion of Executive Summary

Summary of findings of the current Purchasing operations and recommendations for best practices and efficiencies. Review Administrative Rules and Procedures and recommend possible changes based upon priority.

E. Final Revision of Executive Report, Data, Forms, Flow Charts per City Feedback

F. Amendment No. 2 Additional Services

1) Meeting with Director of Finance and Purchasing Manager:

As-needed meetings with Purchasing Division to get an overview of the current process, provide regular updates, develop a timeline, etc.

2) Solicitation Templates for the Following:
o Single Quote (Dept via PO)
o Quick Quotes (Dept & Purchasing)
o Informal x2 (Goods & Services)
o Formal x2 (Goods & Services)
o Software/SAAS
o RFP x2 (Goods & Services)
o RFQ
o Public Works x2 (Maintenance & Construction)

3) Written Summary and Code Changes
o Summary of findings of the current purchasing operations and recommendations for best practices and efficiencies
o Review the Municipal Code and recommend possible changes based upon priority
o Provide revised language for Director of Finance Role o Including reviewing opportunities for Cooperative and Piggyback Purchasing

4) Review and Update Policies, Procedures and Processes o Administrative Policy and Procedures (APP) 2.6.02: Purchasing Procedures
o Procurement Manual
01007.0001 2100251.3 3/4/2026
o Develop Decision Trees, Flow Charts, or Checklists for the various Solicitation types.
5) Tyler Munis Workflow
o Review existing workflows for requisition entry for pre-encumbrance o Consider using the contract entry and not use POs for the payment o Review approval routes based on thresholds
o Create boiler plate language for the different type of PO and Contracts 6) Intra-City Working Group: Interviews, Findings, Recommendations o Will work with an intra-city working group throughout the development and deployment of deliverables to tailor resources to the City’s unique needs.

Liaisons should gain the skills and knowledge from best practices, guidelines and City resources. This work will include:
o Meet with stakeholders and identify issues with existing procurement processes.
o Work with department liaisons to implement a train-the trainer model. o Following the deployment of the deliverables below, meet with stakeholders again to gauge progress and identify areas of improvement and make final adjustments.
7) Provide Citywide Basics of Purchasing Training
o Develop targeted training videos and resources to quickly resolve problems identified by the intra-city working group. Providing training on Basics of Purchasing and Procurement, audience will learn:
o Solicitation development: what you want to purchase or procure, what you need it for, and discuss solutions.
o Trade-offs in procurement to reach a solution (avoid hearing “no” from the Purchasing Manager).
o How to use the intake form and develop “good scope of work” and “good specs” documents.
o OpenGov Super User and End-User Supplemental Training 8) Contract Templates for the following:
o Goods
o General Services
o Professional Services

01007.0001 2100251.3 3/4/2026
o Public Works

9) Terms & Conditions Templates for the following:
o Purchase Orders
o Informal Quotes
o Formal Bids
o Professional Services

10) Manager’s Role in Contract Review and Approval
o Essential Quality Control measures in contract development o Top 10 items to check before submitting to City Attorney

III. In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the City updated of the status of performance by delivering the following status reports:

As directed by City’s Contract Officer.

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:

Consultant shall use professional and qualified personnel to accomplish the Services.

01007.0001 2100251.3 3/4/2026
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Consultant shall be compensated in accordance with the following, which will include any and all expenses:

Services Hours Rates
(Discounted)
Total
Meetings with Finance Director, to
obtain and then present completed
Payroll Operations Review
28 $150.00 $4,200.00
City Payroll Group Interviews,
Findings and Recommendations

78.3 $150.00 $11,745.00
Based upon input from the City
Working Group, develop forms,
decision trees, flowcharts and
document processes.
290 $150.00 $43,500.00
Create Report/Discussion of
Executive Summary and
Workflows
35 $150.00 $5,250.00
Final Revision of Executive Report,
Data, Forms, Flowcharts per Client
Feedback
20 $150.00 $3,000.00
General Consultation as needed 42 $150.00 $6,300.00
Total $73,995.00

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 2.3.

III. The City will compensate Consultant for the Services performed upon submission of a valid invoice, in accordance with Section 2.2. Each invoice is to include:

A. Line items for all the work performed, the number of hours worked, and the hourly rate.

Item # Amendment No. 2
Additional Services
Estimated
Hours
Rate Total
1 As-Needed Procurement
Consulting Services (Refer
to Exhibit A Scope of
Services)
266.66 $150.00 $47,000

01007.0001 2100251.3 3/4/2026
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 $120,395.00 73,995.00, as provided in Section 2.1 of this Agreement.

RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

1 City of Carson
Purchasing Division
701 E. Carson Street
Carson, CA 90745

REQUEST FOR PROPOSALS NUMBER: RFP 25-017

Notice is hereby given that the Purchasing Manager of the City of Carson will accept proposals for:

PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

ISSUE DATE: 02/20/2025
QUESTION DEADLINE: 02/26/2025 | 09:00 A.M.

PROPOSALS DEADLINE: 03/04/2025 | 11:00 A.M.

REGISTER AS A VENDOR AND SUBMIT ELECTRONIC PROPOSALS AT:
https://pbsystem.planetbids.com/portal/32461/portal-home

No late proposal submittals will be accepted. Proposals received after the deadline established will not be considered. Proposers are strongly encouraged to carefully read the entire RFP and are solely responsible for the timely submittals of complete proposals. The City reserves the sole right to evaluate the proposals submitted, waive any irregularities therein, approve subconsultants, and select or reject proposals, should such action be deemed in the best interest of the City.
submitted, waive any irregularities therein, approve subconsultants, and select or reject proposals, should such action be deemed in the best interest of the City.
submitted, waive any irregularities therein, approve subconsultants, and select or reject proposals, should such action be deemed in the best interest of the City.

All questions or requests for interpretation regarding this solicitation must be submitted online through PlanetBids Vendor Portal Q&A tab within the date and time established. Any City response for this solicitation not submitted through PlanetBids is unauthorized and will be considered invalid. Any attempt to lobby elected officials or city employees during the release date of the solicitation and the announcement of the Notice of Intent to Award, may result in disqualification from the selection process. Please note submittals are not confidential and are subject to release in response to a public records request after negotiations are complete. r negotiations are complete.
negotiations are complete.

Please note, in the event of a conflict between any details included in this RFP and any details in PlanetBids, this RFP shall control and govern.

To view other bidding opportunities from the City of Carson, please visit: Bidding/RFP Opportunities (carson.ca.us)

Josilla Togiola, Purchasing Manager

RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

2 A. SUMMARY

The City of Carson (City) is requesting proposals for professional services from qualified and interested consulting firms to complete all necessary components of the project. The Consultant will provide payroll consulting services to the Finance and Human Resources Department. These services will include analyzing and reviewing current Financial practices including, but not limited to, Payroll processing, general consulting related to Financial operations within the City’s Financial software, Tyler Munis, and presenting recommendations to improve the overall operations within the respective areas.

General RFP Policies

The City of Carson reserves the right to make changes in the Request for Proposa l (RFP) as it may deem appropriate. Any and all changes in this RFP shall be made by written addenda, which will be issued to all prospective proposers via PlanetBids . No oral changes will be permitted.

Addenda issued during the proposal process will become a part of the original proposal. All request for proposals must be submitted by the date and time established for the opening of request for proposals. The City of Carson reserves the right to take any action considered to be in the best interest of the City of Carson.

No proposal may be withdrawn for a period of ninety (90) days once proposals have been opened by the Purchasing Manager.

No contract exists on the part of the City until the City Council has made the award and a purchase contract has been fully executed. The award, if made, will take place approximately within ninety (90) calendar days after the scheduled proposal opening date.

The City reserves the right to reject any and all proposals received or any parts therein, and to be the sole judge of the merits of each proposal received.

This RFP does not commit the City of Carson to award a contract or to pay any cost incurred in the preparation of any response to the RFP. All responses to this RFP become the property of the City. At such time a selection is made, all responses submitted become a matter of public record and shall be regarded as such, with the exception of those elements in responses which are trade secrets or proprietary, marked as such, and otherwise exempt from disclosure under the Public Records Act. Any changes to the RFP requirements will be made by written addenda via PlanetBids.

Unless expressly stated otherwise, documents must be uploaded in PDF format. It is the Proposer’s responsibility to ensure their proposal documents are properly and timely uploaded onto the City’s online bid management system. Proposals that are missing pages, cannot be opened, etc. may be considered nonresponsive. It is the Proposer’s sole responsibility to contact the City’s online bid management provider (PlanetBids at 818-992-1771) to resolve any technical issues related to electronic bidding, including (but not limited to) registering as a vendor, updating passwords, updating profiles, uploading/downloading documents, submitting an electronic bid/proposal, etc. All questions or requests for interpretation regarding this RFP solicitation must be submitted online through PlanetBids within the date and time specified.

RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

3 Proposers are not to contact City personnel or Elected Officials with any questions or clarifications concerning this RFP other than through PlanetBids. Any City response for this RFP that is not posted through PlanetBids is unauthorized and will be considered invalid. Proposer is solely responsible for “on time” submission of their electronic bid. The Bid Management System will not accept late bids and no exceptions shall be made. Proposers will receive an e -bid confirmation number with a time stamp from the Bid Management System indicating that their bid was submitted successfully. The City will only receive those bids that were transmitted successfully.

NOTE: E-Bids are sealed and cannot be viewed by the City until the closing date and time. If you need to withdraw your bid, you may do so any time before the bid deadline, by going back into the system and selecting “withdraw”.

B. VIRTUAL PRE-PROPOSAL MEETING

Virtual Pre-proposal meeting: NO

C. PROPOSAL SUBMITTAL

Proposals must be submitted in electronic format.

Proposals must be submitted no later than 03/04/25 | 11:00AM. Please allow sufficient time to prepare and upload your documents into the electronic bid system prior to the deadline, as the system will lock and not allow entry of proposals after the designated deadline. Any technical questions regarding use of PlanetBids must be directed to PlanetBids.

The Proposal must include the following General Attachments and Proposal Sections. General Attachments are attached as Appendix B. Failure to complete these items may result in rejection of a proposal.

For additional proposal requirements, refer to: Scope of Work. Proposals shall not exceed 20 pages.

Required General Attachments
1 Modification, Changes , or Exceptions to the City Contract for Services Template – Long Form
Exceptions to the specifications of any proposed items, contract terms and conditions shall be fully described and stated in writing Required if
Applicable
2 Acknowledgement of Insurance Endorsements
Required
3 Client Reference List
Governmental entities preferred. Include client contact information and a brief description of the service provided to each client. Minimum of 3 references for work performed within the last 3 years.

Required
RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

4 4 Affidavit of Non-Collusion and Non-Discrimination
Required
5 Affidavit of Non-Federal Lobbyist Requirements
Required
6 Debarment and Suspension Certificate
Required
7 Certificate of Compliance with Labor Code Section 3700 Required
8 W-9 Request for Taxpayer Identification Number and Certification Required

Required Proposal Sections
1 Team Qualifications and References
The Consultant shall provide a summary of the Consultant’s qualifications for this proposal. General information about the firm(s), location of office(s), years in business and areas of expertise is also requested. The Consultant shall provide a minimum of three examples of similar efforts prepared by the firm and proposed team members. Identify and include key s taff, a descri ption of their abilit ies, qual ifications, and experience.

Identify any portion of the work that would be subcontracted.

Required
2 Project Approach and Work plan
Consultant shall describe its detailed work approach and methodology.

Include all deliverables at each stage of the project, assumptions about the number of meetings needed with City staff and meetings with other stakeholders to complete the Scope of Work.

Required
3 Proposed Schedule
Consultant shall include a schedule of work and include primary deliverables and meetings.

Required
4 Subcontractor List (if applicable)
Include the subcontractor’s qualifications and the nature and extent of work to be performed by each subcontractor.

Required if
Applicable
5 Cost Proposal
The cost proposal shall include all labor costs, overhead costs, subconsultant costs, and an itemized list for direct expenses. Costs must be shown in a matrix format by task, showing hours per staff member and labor rates. Include all pricing information relative to the engagement.

Required

D. QUESTIONS AND ADDENDA

All project scope questions must be posted to PlanetBids by the due date and time established.

The City will coordinate responses and post to PlanetBids for all interested proposers to review.

If discrepancies or omissions are found for this document, the City reserves the right to make RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

5 such changes as deemed appropriate. Any such changes will be by written addenda, which will be posted to PlanetBids no later than five (5) days prior to the proposal deadline. The City reserves the right to extend the proposal deadline.

Type of Question Contact Contact Info
1 Those related to the
Project
PlanetBids Post directly to PlanetBids
under the “Q&A” tab
2 Use of PlanetBids PlanetBids (818) 992-1771
3 City’s Purchasing Process Josilla Togiola
Purchasing Manager
(310) 830-7600 ext. 1237
[email protected]

ONLY the City’s Purchasing Manager may be contacted regarding this solicitation . No other City officers, agents, employees or representatives have authority to respond on behalf of the City.

Contact with unauthorized City personnel or elected officials during the selection process or may result in disqualification.

E. PROPOSER QUALIFICATIONS

Proposers who do not meet the minimum qualifications will be disqualified. Proposers shall clearly demonstrate experience with the following:
• Qualification to conduct business in the City including, not limited to: maintaining a City business license, maintaining the required Insurance as outlined above, etc. • Not having been debarred by Federal, State or local government • Demonstrated capability to complete the required scope.

F. PROCUREMENT LOCATION AND SCHEDULE

Job location: City Hall, 701 E. Carson St., Carson, CA 90745 and Remotely Job Work Schedule: To be determined upon contract award

G. OTHER REQUIREMENTS

The City’s form contract is required ( download from Planet Bids ). Specific requirements are outlined in the form contract. This form contract is required upon contract award.

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 included in the Proposal, or a substitution has been approved in writing by the City’s Contracting Officer in advance of work performed.

H. INSURANCE REQUIREMENTS

RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

6 The selected consultant shall comply with the insurance requirements detailed in Section 5.1 of the City Contract Template, attached as Appendix A.

I. COST PROPOSAL

Consultants must provide everything necessary at their own expense including, and not limited to, labor, materials, and equipment required to perform and complete the required work.

The lump sum bid price must include all necessary materials and fees to provide the required services. Permits, licenses and fees must be obtained at the awarded contractor’s sole expense. Federal taxes must not be included, as the City is exempt from paying federal taxes.

However, the City does pay Sales Tax on the purchase of items, which must be included as a separate line within the total bid price.

The following costs will not be allowed: additional charges such as fuel surcharges and mileage rates, fines, entertainment, advertising, and any costs considered inappropriate for reimbursement from taxpayer money.

Include hourly rates for additional work which may be authorized by the City’s Contract Officer.

J. PROPOSAL OPENING, DOCUMENT REVIEW, AND AWARD OF CONTRACT

All proposals will be opened publicly in the Office of the City Clerk on the date and time established.

Proposals will be evaluated based on the response to all provisions of the RFP. The award, unless all proposals are rejected, shall be pursuant to Carson Municipal Code (CMC) Section 2611(c) (Professional Services Procurement) and (b) Competitive Proposals and shall be based on (i) demonstrated competence, the professional qualifications necessary for satisfactory performance of the required services; (ii) a fair and reasonable price; and (iii) evidence that the person or firm carrying out contract responsibilities possesses the expertise and experience to perform the requisite professional services, as more particularly set forth in the evaluation criteria tables below.

The City reserves the right to modify the evaluation criteria as deemed appropriate prior to the commencement of evaluation.

The specific evaluation criteria that the City will follow will be as outlined below:

Evaluation Criteria Weight
General Qualifications and References – Including Key Staff and Demonstrated Experience
20%
Project Understanding 30%
Project Approach and Work Plan – Including Project Timeline 35% RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

7 Cost Proposal 15%
Total 100%

The City reserves the right to make selection without negotiation, solely on the written submittals. However, the City may elect to hold interviews with some or all respondents prior to a final section of the project contractor. The City reserves the right to make such additional investigation as it deems necessary to establish the competence and financial stability of any firm submitting a proposal.

PROJECT SCOPE OF SERVICES
RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

8 PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

I. SCOPE OF SERVICES

A. Project Objectives

1. The City of Carson Finance Department is seeking proposals for the professional consultation of the City’s current Payroll Operations and other financial processing. These services will include attending and facilitating intra -City Working Group meetings, discussing with various departments as to the current operations, providing an overview of these operations, analyzing the current workflow, proposing incremental best practice changes and updates, and assisting the City with implementation as-needed.

B. Training for City Staff

1. The consultant will provide adequate training for the Finance and/or Human Resources staff, covering program operation, data collection, and system updates.

II. TASKS AND DELIVERABLES
As part of the Services, the consultant will prepare and deliver the following tangible work products to the City:

• Facilitate in -person meetings with Finance Department , Human Resources Department, and other City Department deemed necessary for the successful completion of the scope • Provide a detailed summary of finding of the current Payroll, or other Finance -related, operations
• Provide a detailed summary of best practice recommendations and efficiencies • Review existing Administrative Rules and Procedures and provide recommendations and efficiencies.
• Conduct City Working Group Interviews
• Provide detailed finding and recommendations.
• Complete decision trees or workflows, flow charts, and document processes. • Provide a draft Review Report/Executive Summary.
• Provide a final Review Report/Executive Summary

III. Review 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.

IV. COST PROPOSAL
Cost Proposals shall include at least the following information: hourly rates for each classification/title that would typically be required, any additional applicable fees that would be applicable, and an overall project budget for the successful completion of the outlined scope.

V. SCHEDULE OF PERFORMANCE
I. Consultant shall provide a proposed schedule of performance , outlining the general requirements of RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

9 project of similar magnitude or scope.

II. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2 of the City contract.

RFP 25-017 - PROFESSIONAL SERVICES: CONSULTING SERVICES FOR FINANCIAL OPERATIONS

10 CONT

RACT SERVICES AGREEMENT
By and Between

CITY OF CARSON
and
_____________________________________

APPENDIX A
01007.0001/862068.1 -1-
AG

REEMENT 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

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01007.0001/862068.1 -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 C onsultant’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 C ompliance 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 L
icenses, 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 Agreement, 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 F
amiliarity 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 unde rstands the facilities, 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 conditions 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 written instructions are received from the Contract Officer.

1.6 C
are 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.

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01007.0001/862068.1 -3-

1.7 F urther 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 A dditional 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 Agreement, 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 val id unless the procedures established in this Section are followed.

1.9 S
pecial 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 C ontract Sum.

Subject to an y 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.

APPENDIX A

01007.0001/862068.1 -4-

2.2 M ethod 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, less contract retention; (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 R
eimbu rsable 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 wor k 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 I
nvoices.

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 Wai
ver.

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

APPENDIX A

01007.0001/862068.1 -5-
ARTICLE 3. PERFORMANCE SCHEDULE

3.1 T ime of Essence.

Time is of the essence in the performance of this Agreement.

3.2 S chedule 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 governmental 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 T
erm .

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 one (1) years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”).

ARTICLE 4. COORDINATION OF WORK

4.1 R epresentatives 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)

APPENDIX A

01007.0001/862068.1 -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 S
tatus 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 C
ontract Officer .

The Contract Officer shall be _____________________________. 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 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 I
ndependent 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, compensation or hours of service. Consultant shall perform all services required herein as an

APPENDIX A

01007.0001/862068.1 -7-
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 P
rohibition Against Subcontracting or Assignment.

The experience, knowledge, capability and reputation of Consultant, its princi pals 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, 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 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 Consultant or any surety of Consultant of any liability hereunder without the express consent of City.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 I
nsurance 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) G
eneral Liability Insurance ( Coverage Form ISO CGL CG 00 01 or equivalent). A policy of comprehensive general liability insurance wr itten 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 injuries 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 (C
overage Form ISO CA 00 01 including “any auto”
and endorsement CA 0025 or equivalent) . A policy of comprehensive automobile liability insurance written on a per occurrence for bodily injury and property damage in an amount not less

APPENDIX A

01007.0001/862068.1 -8-
than $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars and any automobile.
(d) P rofessional 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. C
onsultant 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. P
olicies of such other insurance, as may be required
in the Special Requirements in Exhibit “B”.
(g) Broader Coverages and Hig her 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 Certificates 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

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01007.0001/862068.1 -9-
with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.

All certific ates 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 shal l 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 guaranteeing 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 the 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 I
ndemnification .

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,

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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 entity 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 off icers, 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 perform 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 t he 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 S
ufficiency 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

APPENDIX A

01007.0001/862068.1 -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 R
ecords .

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 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 R
eports.

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 Consul tant is providing design services, the estimated increased or decreased cost estimate for the project being designed.

6.3 O
wnership 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

APPENDIX A

01007.0001/862068.1 -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 ma terials 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 C
onfidentiality 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 en tities 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, interrogatories, request for admissions 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 C
alifornia 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

APPENDIX A

01007.0001/862068.1 -13-
concerning any dispute, claim or matter arising out of or i n 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 D
isputes; 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 R
etention 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, costs, 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 Wai
ver .

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.

APPENDIX A

01007.0001/862068.1 -14-

7.5 R ights 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 exercise by it, at t he same or different times, of any other rights or remedies for the same default or any other default by the other party.

7.6 L
egal 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 contra ry 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 T
ermination Prior to Expiration of Term.

This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract 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, the Consultant reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. 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 termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2.

7.8 T
ermination 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 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.

APPENDIX A

01007.0001/862068.1 -15-

7.9 A ttorneys’ 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 granted, 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 No
n -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 C
onflict 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 financial 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 C
ove nant 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, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of 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.

APPENDIX A

01007.0001/862068.1 -16-

8.4 U nauthorized 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 N
otices .

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 I
nterpretation.

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 C
ounterparts.

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 constitute but one an d the same Agreement.

9.4 I
ntegration; 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 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.

APPENDIX A

01007.0001/862068.1 -17-

9.5 S everabi lity.

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 W
arranty & 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 interest 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 consequence 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 limited 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 C
orporate 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]

APPENDIX A

01007.0001/862068.1 -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:

, 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.

APPENDIX A

01007.0001/862068.1

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 tha t he/she/they executed the same in 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.

APPENDIX A

01007.0001/862068.1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES

On __________, 2024 before me, ________________, personally appeared ________________, proved to me on the basis of sat isfactory 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 in 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.

APPENDIX A

01007.0001/862068.1 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.

APPENDIX A

01007.0001/862068.1 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)

APPENDIX A

01007.0001/862068.1 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.

APPENDIX A

01007.0001/862068.1 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
I. Consultant shall perform all services timely in accordance with the following schedule:

Days to Perform D eadline 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.

APPENDIX A

INSTRUCTIONS FOR ENTERING ELECTRONIC BIDS

In order to ensure successful submission of your bid, please be sure to follow these steps:

1. Go to: https://pbsystem.planetbids.com/portal/32461/login

2. On the Vendor Portal page, log into the system (upper right corner of screen) with your assigned user name and password. You must be registered in order to download documents and submit a bid. (You do not need to be logged in to view an opportunity; only to participate in one).

3. Click on “Bid Opportunities” and then on the click on the Bid you wish to bid on. The selected bid will open to allow you to access all tabs, documents and the pricing sheet.

4. Click on the “Documents” tab to be sure you have downloaded all documents that are part of this bid.
 If you have not already downloaded all bid documents, you must download all documents that are part of this bid. The screen will display “Downloaded” next to each file you have successfully downloaded.

5. Click on the tab “Addenda/Emails” to ensure you have read and acknowledged all addenda that may have been issued for this bid.
 The screen will display “Yes” or “No” next to each addendum to indicate whether you have viewed and acknowledged it. If you have not previously acknowledged an addendum, do so now by clicking on the addendum to open it and then on the “Acknowledge” button under each addenda listed.

6. To begin entering your bid, click on “Place eBid” on the lower right corner of the screen. The bid “Terms and Conditions” will pop up with a button for you to click “Accept” to acknowledge your agreement to the terms of the bid. You must accept this message every time you click “Place eBid”
a. After the first acceptance of the Terms and Conditions message you will have to read and accept the PB System™ message. Please read carefully.

7. Complete each tab in the eBid submission area. The number of tabs available for completion may vary per project.
a. Details tab: Enter the Name, Title, Phone and Email of the person submitting on behalf of your company. This person must have legal authority to submit a binding offer. b. eBid Instructions: View any notes from the City
c. Attachments: Upload any required documents called for in the bid specifications, such as non-collusion certificates, bid bonds, reference lists, etc. Please check carefully to be sure you include all required documents
d. Line Items tab: enter your unit prices and comments (if necessary) on each line. The system will calculate the extended costs and grand total for you. Unless specifically instructed in the bid documents, do not include sales tax in your unit prices, the City will add the applicable sales or use tax to the Purchase Order at the time of award. e. If a “Response” column appears on the ”Line Item” tab, the “Response” column defaults to “yes”. If you are bidding exactly what the bid specified, leave the response at “yes”.

APPENDIX B
f. If the bid allows for alternatives, and you are bidding an alternate, but equal, item to that specified, you must indicate in the “Response” column by selecting “Alt” and entering a description of the alternate item in the comment section. You may attach more detailed specifications and information regarding the alternate on the “Attachment” tab previously mentioned.
g. If you are not bidding on a line item, please enter “NO” in the “Response” column and the system will enter “no bid” in the price column for that item. If you do not select “NO” for the line you do not wish to bid, the system will default the price to $0.00 and assume you are including this item at no cost (free of charge).

8. If you need to save your work and return to complete the ebid, click on the “Save” button. This saves your bid as a draft for you to review or revise as needed anytime up to the bid submittal deadline.

9. When you are ready to submit your bid, click the “Submit” button. The PB System™ will validate to make sure you have completed all mandatory fields. Please read carefully any messages that appear. If you have successfully submitted you will receive a confirming message that looks like this:

Note: E-bids are sealed and cannot be viewed by the City until the closing date and time .f you need to withdraw your bid, you may do so at any time before the deadline, by going back to the ebid and selecting “Withdraw”.

Alternates: If you wish to bid on the original specifications, as well as offer pre-approved alternates, which are not specifically listed on the “Line Items” page, you will need to attach your alternate (2 nd) bid
on a separate page in the “Attachment” tab of your primary bid, if allowed on the bid.

No Bids: If you decide not to submit a bid, the City requests you notify us as soon as you have made that decision and explain the reason you will not be bidding. You may do this in one of two ways:
 The preferred method is to go into the bid and on the “Prospective Bidders” tab, change your bid status from “Bidder” to “Non-bidder” and fill in the reason for not bidding in the field provided.

OR,
 You may opt to return the “no-bid” notification from the bid package to us by email.

APPENDIX B
IMPORTANT NOTE: Please begin entering your bid in sufficient time to complete and submit prior to the stated deadline. The official closing time for the bid is determined, and controlled, by the electronic clock in the bid management system. Once the deadline is reached, the system will not allow any bids to be submitted and any bids in process that are not completed are rejected. The amount of time required to enter and submit your bid depends on the complexity of the bid, number of attachments and the processing speed of your server and internet connections. All data must be fully transferred from your system to the ebid system before the deadline. Transfers not completed in time will be rejected. The City and PlanetBids are not responsible for your internet speed.

APPENDIX B

FEDERAL LOBBYIST

REQUIREMENTS CERTIFICATION

Name of Firm: Date:

Address:

State: Zip Code: Phone No.:

Acting on behalf of the above-named firm, as its Authorized Official, I certify as follows:

1. No Federal appropriated funds have been paid, by or on behalf of the above named firm to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of and Federal grant, loan or cooperative agreement, and any extension, continuation, renewal, amendment, or modification thereof, and;

2. If 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 an officer 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. The above- named firm shall require that the language of this certification be included in the award documents 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 135 2 Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

Authorized Official:

Name: Title:

Signature: Date:

APPENDIX B

CITY OF CARSON

AFFIDAVIT OF NON-COLLUSION AND NON-DISCRIMINATION

I hereby swear (or affirm) under the penalty of perjury:

That 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;

That 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

The 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 certify that the statements in this affidavit are true and accurate.

Signature Date

Printed Name Title

2019.05.08sh

APPENDIX B
01007.0006/712786.4 A-1

ACKNOWLEDGEMENT OF INSURANCE ENDORSEMENTS

In recognition of _____________________________ (“Company”) having submitted a proposal or bid to the City of Carson Request for Proposals/Invitation for Bids #_______________, dated _____________, 202__ (“RFP”/”IFB”), 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 RFP/IFB) and (ii) the Other Insurance requirements described in the RFP/IFB, if any, I represent that I am the authorized Insurance Broker of Record for Company, and by signing below, I acknowledge, warrant and represent that Company meets the requirements set forth in Insurance Provisions and any applicable Other Insurance requirements, and if requested, shall furnish all the insurance endorsements prescribed in the Insurance Provisions and Other Insurance within thirty (30) days of contract award, as respecting.
 General Liability
 Automobile Liability
 Worker’s Compensation
 Professional Liability
 Pollution Liability
Other Insurance Provisions:
 Cyber Liability
 Crime Insurance
 Bonds
[PLEASE CHECK ALL THAT APPLY]

____________________________________ ____________________________________ Name of Insurer [Print] Name, Title [Print]

____________________________________ ____________________________________ Signature Date

APPENDIX B

CERTIFICATE OF COMPLIANCE WITH LABOR CODE SECTION
3700

Name of Firm: __________________
Acting on behalf of the above-named firm ("Consultant"), as its Authorized Official, I, the undersigned, certify as follows:

Consultant is aware of the provisions of Section 3700 of the California Labor Code, which require every employer to be insured against liability for workers' compensation or to undertake self- insurance in accordance with provisions of that code, and will comply with such provisions before commencing the performance of the work under any contract awarded in response to Consultant's proposal.

CONSULTANT

By: _____________________________

Title:

Date:

APPENDIX B

DEBARMENT AND SUSPENSION CERTIFICATION

Name of Firm:

Acting 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:

Is not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any federal department or age ncy, and not does not have a proposed debarment pending;
Has 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;

Is 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
Has not within the three -year period preceding this certification had one or more public transactions (federal, state or local) terminated for cause or default.

Consultant further certifies that Consultant, including its principals, is not listed on the government-wide exclusions in the System for Award Management.

Consultant 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 RFP/IFB.

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.

CONSULTANT

By:

Title:

Date:

APPENDIX B

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PROFESSIONAL
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SERVICES
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BID

OPENING
DATE:
03/04/25
TIME:
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AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF CARSON AND

ESPARZA CONSULTANTS, LLC
THIS AGREEMENT FOR CONTRACT SERVICES (herein <Agreement9=) is made and entered into this 3c day of Ape: ( , 2025 by and between the CITY OF CARSON, a California municipal corporation (<City=) and ESPARZA CONSULTANTS, LLC, a California limited liability company (<Consultant=). City and Consultant are sometimes hereinafter individually referred to as <Party= and hereinafter collectively referred to as the <Parties.=
NOW, THEREFORE, the parties hereto agree as follows:

1. SERVICES OF CONSULTANT

1.1 Scope of Services. In compliance with all of the terms and conditions of this Agreement, the Consultant shall perform the work or services set forth in the <Scope of Services= attached hereto as Exhibit <A= and incorporated herein by reference. Consultant warrants that it has the experience and ability to perform all work and services required hereunder and that it shall diligently perform such work and services in a professional and satisfactory manner.

1.2 Compliance With Law. All work and services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental agency of competent jurisdiction.

1.3 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 the Agreement.

1.4 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.

2. COMPENSATION

2.1 Contract Sum. For the services rendered pursuant to this Agreement, Consultant shall be compensated in accordance with the <Schedule of Compensation= attached hereto as Exhibit <C= and incorporated herein by this reference, but not exceeding the maximum contract amount of Twenty-Four Thousand Five-Hundred Dollars ($24,500.00) (<Contract Sum=),

2.2 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 City9s 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, 01007.0001/939907.1 1
materials, equipment, supplies, and subcontractor contracts. Subcontractor 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, City will use its best efforts to cause Consultant to be paid within forty five (45) days of receipt of Consultant9s 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 the City of any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.3 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 cost of the extra work, and/or (ii) the time to perform this Agreement, 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 but not exceeding a total contract amount of Five Thousand Dollars ($5,000) or in the time to perform of up to ninety (90) days may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council, unless otherwise provided in the City9s purchasing ordinance. 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.

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 thirty (30) 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 governmental 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 01007.0001/939907.1 -2-
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 Officer9s 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, Consultant9s sole remedy being extension of the Agreement pursuant to this Section.
34 Yerm. 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 one (1) year from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit <D=).
é, COORDINATION OF WORK

4.1 Representative of Consultant. Araceli Esparza, is hereby designated as being the representative of Consultant authorized to act on its behalf with respect to the work and services specified herein and make all decisions in connection therewith. All personnel of Consultant and any authorized agents shall be under the exclusive direction of the representative of Consultant.

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 Consultant9s staff and subcontractors, and shall keep City informed of any changes.

4.2 Contract Officer. William Jefferson, Finance Director, or such person as may be designated by the City Manager is hereby designated as being the representative the City authorized to act in its behalf with respect to the work and services specified herein and to make all decisions in connection therewith (<Contract Officer=). 43 Prohibition Against Subcontracting or Assignment. Consultant shall not contract with any entity to perform in whole or in part the work or services required hereunder without the express written approval of the City. Neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. Any such prohibited assignment or transfer shall be void.

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. Consultant shall perform all services required herein as an independent contractor of City 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, or that it is a member of a joint enterprise with City.

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) Commercial General Liability Insurance (Coverage Form ISO CGL CG 00 01 or equivalent). A policy of comprehensive general liability insurance written on a per 01007,0001/939907.1 ere
(a) Commercial 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) Worker9s Compensation Insurance. A policy of worker9s 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 injuries 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 Employer9s 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 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 Consultant9s profession, as determined by the City9s 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 Consultant9s 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 Consultant9s insurance. The insurer is deemed hereof to waive all rights of subrogation and 01007.0001/939907.1 -4.
contribution it may have against the City, its officers, employees and agents and their respective insurers. 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 this 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 Certificates of Insurance or binders are approved by the City.

City reserves the right to inspect complete, certified copies of and endorsement to all required insurance policies at any time. Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.

The 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 City9s Risk Manager or other designee of the City due to unique circumstances.

5.3 Indemnification. To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City and its officers, employees, and agents, and each of them (<Indemnified Parties=), from and against any and all actions, claims, proceedings, damages to persons or property, liabilities, losses, costs, fees (including attorneys9 fees), expenses, penalties, obligations, errors, omissions or forfeitures, whether actual or threatened (herein <claims or liabilities=), that may be asserted or claimed by any person, firm or entity arising out of or in connection with: (i) the negligent performance of the work, services, operations or activities provided herein of Consultant, its officers, directors, employees, agents, subcontractors, invitees, or any individual or entity for which Consultant is legally liable (<indemnitors=); (ii) Consultant9s or indemnitors9 reckless or willful misconduct; (iii) Consultant9s or indemnitors9 negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement; or (iv) Consultant9s or indemnitors9 violation or alleged violation of applicable law. However, the obligations set forth in the preceding sentence shall not extend to claims or liabilities occurring as a result of City9s sole negligence or willful acts or omissions. Notwithstanding anything else herein, if and to the extent this Agreement provides for the performance of any <design professional= services within the meaning of California Civil Code Section 2782.8, any design professionals9 indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The obligations set forth in this section shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement.

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 records99), as shall be necessary to perform the services required by this Agreement and enable the 01007.0001/939907.1 ~5-
Contract Officer to evaluate the performance of such services and shall keep such records for a period of three years following completion of the services hereunder. 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.

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 or as the Contract Officer shall require.

6.3 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 the City without prior written authorization from the Contract Officer.
(b) Consultant 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 the City notice of such court order or subpoena.
(c) If Consultant provides any information or work product in violation of this Agreement, then the City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney9s fees, caused by or incurred as a result of Consultant9s conduct.
(d) Consultant shall promptly notify the City should Consultant be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. The 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 the City and to provide the City with the opportunity to review any response to discovery requests provided by Consultant.

6.4 Ownership of Documents. All studies, surveys, data, notes, computer files, reports, records, drawings, specifications, maps, designs, photographs, documents and other materials (the <documents and materials=) prepared by Consultant in the performance of this Agreement shall be the property of the City and shall be delivered to the 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 the City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. 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.
01007.0001/939907.1 ~6-

7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 Califomia 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. 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, 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. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article.

7.3 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 any legal action under this Agreement.

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 exercise 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.

7.4 Termination Prior to Expiration of Term. This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon thirty (30) days9 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, the Consultant reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days9 written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. 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. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value 01007.0001/939907.1 -]-
of the work product actually produced hereunder, but not exceeding the compensation provided therefore in the Schedule of Compensation Exhibit <C=. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2.

7.5 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 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.

8. MISCELLANEOUS

8.1 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, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, or other protected class in the performance of this Agreement. Consultant shall take affirmative action to ensure 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

8.2 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.

8.3 Notice. 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.

8.4 Integration; Amendment. 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. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing.

8.5 Severability. In the event that part of 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 portions of this Agreement which are 01007.0001/939907.1 ~8-
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.

8.6 Waiver. No delay or omission in the exercise of any right or remedy by non- defaulting party on any default shall impair such right or remedy or be construed as a waiver. A party9s consent to or approval of any act by the other party requiring the party9s consent or approval shall not be deemed to waive or render unnecessary the other party9s consent to or approval of any subsequent act. 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.

8.7 Attorneys9 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 any be granted, whether legal or equitable, shall be entitled to reasonable attorney9s fees, whether or not the matter proceeds to judgment.

8.8 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.

8.9 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 constitute but one and the same Agreement.

8.10 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 interest 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. 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 consequence 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 limited 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. 01007.0001/939907.1 -9~
Consuliant9s Authorized Initials 0 bp
C

8.11 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 the following page.]
01007.0001/939907. 1 -10-
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
ke
William Jefferson, Ginanee Piirector
ATTEST:
a Brodal jon
Dr. Khaleah K. Brads naw, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP
Sunny. K. Soltani, City Attorney
il]
CONSULTANT:

ESPARZA CONSULTANTS, LLC a California
limited ljability compan
A ee. Ay Lp. MWA
Name: Araceli Esparza \
Title: President/Manager J
Address: 1321 Gillespie Street
Santa Barbara, CA 93101
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. CONSULTANT9S 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 CONSULTANT9S BUSINESS ENTITY. 01007.0001/939907.1 ~[1-

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
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.

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 in 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 OR TYPE OF DOCUMENT

TITLE(S)
oO PARTNER(S) [] LIMITED

GENERAL NUMBER OF PAGES
Cc ATTORNEY-IN-FACT
C] TRUSTEE(S)
rl GUARDIAN/CONSERVATOR
Z| OTHER DATE OF DOCUMENT
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES)) SIGNER(S) OTHER THAN NAMED ABOVE 01007.0001/939907.1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
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.

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 in 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 oO INDIVIDUAL
L] CORPORATE OFFICER

TITLE OR TYPE OF DOCUMENT

TITLE(S)
Cc PARTNER(S) [] LIMITED
Cc] GENERAL NUMBER OF PAGES
im ATTORNEY-IN-FACT
C] TRUSTEE(S)
C] GUARDIAN/CONSERVATOR
CO OTHER. DATE OF DOCUMENT
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES)) SIGNER(S) OTHER THAN NAMED ABOVE 01007.0001/939907.1
EXHIBIT <A=

SCOPE OF SERVICES
I. Consultant will perform the following Services:

Consultant will provide payroll consulting services and assistance to the City of Carson.

This will consist of providing an overview of current Payroll operations and proposing incremental best practice changes. Consultant will attend and facilitate the Intra-City Working Group meetings and create checklists for processes that include decision trees and flow charts. Consultant will then provide an Executive Summary of all findings and recommendations.

II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City:

A. Meeting with Finance Department
Meet with the Finance and Human Resources departments to obtain a business review of the payroll operations, the proposed deliverables and determine future goals, vision, and a mutually accepted timeline for net set of deliverables. (Onsite meetings)
B. City Working Group Interviews, Findings and Recommendations Consultant will attend and facilitate City working group meetings throughout the development and deployment of deliverables to tailor resources to the City9s unique needs.
e Meet with stakeholders and identify issues with existing payroll processes. e Establish guidelines and decision trees - focus on the result and guide staff through a series of questions and scenarios.
e Following the deployment of the deliverables below, meet with stakeholders again to gauge progress and identify areas of improvement and make final adjustments.

C. Based upon input from the City working group, develop forms, create decision trees and flow charts and document processes.

D. Review, Report/Discussion of Executive Summary
01007.0001/939907.1 A-l
Summary of findings of the current Purchasing operations and recommendations for best practices and efficiencies. Review Administrative Rules and Procedures and recommend possible changes based upon priority.

E. Final Revision of Executive Report, Data, Forms, Flow Charts per City Feedback
III. In addition to the requirements of Section 6.2, during performance of the Services, Consultant will keep the City updated of the status of performance by delivering the following status reports:

As directed by City9s Contract Officer.

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:

Consultant shall use professional and qualified personnel to accomplish the Services. 01007.0001/939907.1
EXHIBIT <B=

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
(new text shown in bold italics, deleted text in strikethrough) None.
01007.0001/939907.1 B-1
EXHIBIT <C=

SCHEDULE OF COMPENSATION
I. Consultant shall be compensated in accordance with the following, which will include any and all expenses:

Services Hours Rates Total
(Discounted)
Meetings with Finance Director, to 8 $150.00 $1,200.00
obtain and then present completed
Payroll Operations Review
City Payroll Group Interviews, 33.3 $150.00 $5,000.00
Findings and Recommendations
Based upon input from the City 100 $150.00 $15,000.00
Working Group, develop forms,
decision trees, flowcharts and
document processes.

Create Report/Discussion of 10 $150.00 $1,500.00
Executive Summary and Workflows
Final Revision of Executive Report, 5 $150.00 $750.00
Data, Forms, Flowcharts per Client
Feedback
General Consultation as needed 7 $150.00 $1,050.00
Total $24,500.00
II. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 2.3.

Ill. The City will compensate Consultant for the Services performed upon submission of a valid invoice, in accordance with Section 2.2. Each invoice is to include:

A. Line items for all 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.

C-1
01007.0001/939907.1
IV. The total compensation for the Services shall not exceed $24,500.00, as provided in Section 2.1 of this Agreement.
01007.0001/939907.1
EXHIBIT <D=

SCHEDULE OF PERFORMANCE

1. Consultant shall perform and complete all Services within thirty (30) days following issuance of Notice to Proceed by City9s Contract Officer.

I. The Contract Officer may approve extensions for performance of the Services in accordance with Section 3.2.

D-1
01007.0001/939907.1

CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, April 7, 2026, 5:00 PM
CONSENT 21. To: Honorable Mayor and City Council From: William Jefferson, Director of Finance FIN Business License Revenue Subject: CONSIDER APPROVAL OF AN AGREEMENT WITH HINDERLITER, DE LLAMAS ANDASSOCIATES TO PROVIDE PROFESSIONAL AUDIT AND ANALYSIS OF THE CITY’S SALES, TRANSACTIONSAND USE TAX RECORDS. (CITY COUNCIL) I. SUMMARY
The City of Carson (“City”) has thousands of businesses that remit sales tax through the California Department of Tax and Fee Administration (CDTFA). To ensure accurate reporting and protect this vital revenue source, the City utilizes consulting services to audit and monitor sales and use tax activity.

On January 22, 2026, the City issued Request for Proposals (RFP) No. 26-010 for sales and use tax consulting and audit services. The solicitation closed on February 26, 2026, with one responsive proposal received from Hinderliter, de Llamas & Associates (HdL), a firm specializing in municipal sales tax services.

Staff recommends that the City Council approve an agreement with Hinderliter, de Llamas & Associates to provide these services in an amount not to exceed $800,000 over a five-year term. These services are expected to enhance revenue oversight and identify potential unreported or misallocated sales tax.

II. RECOMMENDATION
TAKE the following actions:

1. APPROVE contract for professional services with Hinderliter, de Llamas & Associates for sales and use tax consulting and audit services for a total amount not to exceed $800,000, for a term of 5 years; and

2. AUTHORIZE the Mayor to execute the contract after approval as to form by the City Attorney.

III. ALTERNATIVES
Take another action the City Council deems appropriate
IV. BACKGROUND
To ensure the accurate remittance of sales and use taxes and to safeguard one of the City’s most significant revenue sources, the City of Carson (“City”) contracts with a third-party consultant, Hinderliter, de Llamas & Associates (HdL), to provide specialized sales and use tax consulting and audit services.

HdL’s current agreement with the City is set to expire on May 17, 2026. In order to maintain continuity of these critical services, the City issued Request for Proposals (RFP) No. 26-010 for Sales and Use Tax Consulting and Audit Services through PlanetBids on January 22, 2026. The solicitation period closed on February 26, 2026, and one responsive proposal was received from HdL.

The City has maintained a professional relationship with HdL for over ten years. During this time, HdL has provided a wide range of services including sales tax forecasting, revenue analysis, taxpayer data review, and auditing of businesses to ensure accurate reporting and proper allocation of sales tax. These services have been instrumental in identifying misallocated or underreported revenues and enhancing the City’s ability to monitor and project its sales tax performance.

HdL maintains the largest privately held sales tax database in California and provides services to over 400 public agencies, including the cities of El Segundo, Huntington Beach, Torrance, and Long Beach. Their extensive database, analytical tools, and proprietary software systems enable the City to receive detailed, accurate, and timely reports. Additionally, HdL’s technology allows for efficient cross-referencing of business license data, which has assisted the City in identifying previously unregistered or non-compliant businesses operating within its jurisdiction.

Continuing these services is critical to maintaining strong financial oversight, improving revenue accuracy, and supporting informed fiscal decision-making. Based on HdL’s experience, performance, and familiarity with the City’s operations and tax base, staff recommends that the City Council approve an agreement with Hinderliter, de Llamas & Associates to provide sales and use tax consulting and audit services.

V. FISCAL IMPACT
There is no additional fiscal impact. Total appropriation is available within the Finance department budget of General Fund. Auditing services costs have been budgeted from account 101-60-640-101-6004 in the current fiscal year and will continue to be budgeted in future fiscal years.

VI. EXHIBITS

1. HdL Companies Proposal

2. RFP 26-010 - Sales Tax

3. Hinderliter, de Llamas & Associates Agreement

Attachments
HdL Companies Proposal.pdf
RFP 26-010 - SALES TAX.pdf
Hinderliter, de Llamas & Associates Agreement.pdf

Proposal for the City of Carson RFP No. 26-010 1 | Page

Proposal for Sales and Use Tax Services 1
City of
Carson
Proposal for Sales and Use Tax Consulting and Audit Services RFP No. 26-010

February 26, 2026

SUBMITTED BY
HdL Companies
120 S. State College Blvd., Ste 200
Brea, CA 92821
hdlcompanies.com

CONTACT
Andy Nickerson
T: 714.879.5000
E: [email protected]

Proposal for the City of Carson RFP No. 26-010 2 | Page

COVER LETTER AND COMPANY PROFILE.....................................................................3

PROPOSER QUALIFICATIONS………….………………………..................................................5

KEY STAFF AND TEAM……………………………..…………………………….................................7

PROJECT UNDERSTANDING……………………….……………..……………………………………11

PROJECT APPROACH AND WORK PLAN ………………………..……………..…….…….….12

SUBCONTRACTOR LIST…………………………………………………………………….………..…..20

SEPARATE ATTACHMENTS – Please see separate uploads for these documents.  COST FILE
 REQUIRED ATTACHMENTS

TABLE OF CONTENTS

Proposal for the City of Carson RFP No. 26-010 3 | Page

February 26, 2026

Josilla Togiola, Purchasing Manager
City of Carson
701 E. Carson Street
Carson, CA 90745

Dear Ms.Togiola,

HdL Companies (HdL) is pleased to submit our proposal for Sales and Use Tax Consulting and Audit Services for the City of Carson. It would be an honor and privilege to continue to serve you.

As you consider continuing your journey with us, rest assured you will receive the same refreshing customer experience, unmatched service delivery, and unparalleled revenue recovery that our 9 00+ city, county, and special district clients from across the nation enjoy every day. You can rely on us to understand your needs, deliver on our promises, and thoughtfully serve your business community. HdL is an S-Corporation, registered in the State of California. HdL has provided sales and use tax services to the City since 1991 and welcomes the opportunity to continue to provide these revenue management services to the City.

HdL has recovered
over $45,000,000 for the C ity through calendar year 2024. That represents a return of 1, 267% on all fees paid to HdL since the beginning of the contract with the County.

You can look forward to our:
• Relevant, timely and ongoing staff support by a team with decades of direct experience in municipal finance and budgeting, economic development and maximization of revenues. • Technology-driven resources for data analysis and reporting capabilities, providing immediate and convenient access to the most up-to-date tax and fee information. • Expertise, analysis, recaptured revenues, and precise budget forecasts to maximize your revenue streams.

• Reliable continuity of service by an employee- owned firm staffed with experienced, happy professionals.

Our contact information is:

HdL Companies, 120 S. State College Blvd., Suite 200, Brea, CA 92821 Phone: 714.879.5000 Website: hdlcompanies.com

The firm does not have any conflicts of interest that would impair our ability to perform our work objectively and in the City’s best interest. We look forward to serving you. Please call if you have any questions or need additional information. I can be reached at 714.879.5000 or by email at [email protected]. I am authorized to legally bind agreements for HdL.

Sincerely,

Andrew Nickerson
President/CEO

Proposal for the City of Carson RFP No. 26-010 4 | Page

Firm Description

HdL was established in 1983 to maximize local government revenues by providing allocation audits, analytical services, and software solutions to local governments. The firm provides municipal revenue solutions for sales, use and transaction tax, business license tax, lodging tax, , cannabis tax and various other locally administered taxes. HdL developed California’s first computerized sales tax management program and was responsible for securing legislation (AB 1611) that allowed independent verification of state allocations.

HdL maintains the largest privately held sales, property, and business tax databases in California. This proprietary database serves as the base for identifying emerging economic trends and developing budget projections that take those trends into account. This highly enhanced database includes 35+ years of t he City of Carson’s sales tax history and serves as the base for identifying emerging economic trends an d developing budget projections that tak e those trends i nto accou nt. HdL’s systematic and coordinated approach to revenue management, tax administration and economic data analysis is currently being utilized by over 900 agencies nationwide.

Honoring the Past. HdL grew out of local government. Its founders, a legendary city manager and distinguished finance director, founded HdL to protect cities against revenue losses and decisions based on limited data. In a convincing demonstration of their enduring commitment to the profession they love, they converted HdL to an employee-owned company when they retired from HdL. Not only does their foresight insulate our client -first, resident-focused culture from market whims that so easily steer other companies toward market expectations and away from client needs, but also creates a culture of personal responsibility and caring. This simple-yet-powerful protection inspires our staff to remember our roots as they operate and innovate on your behalf.

Thriving in the Present. HdL has carefully assembled a distinguished team of elite professionals from the highest ranks of local government and the private sector to recapture leaking revenue, expand access to data, and optimize local tax structures and revenue.

Seizing the Moment. For the last 40 + years, HdL has been in a continuous cycle of pioneering and then evolving the art and industry of local tax discovery, compliance, and administration services. As a result, HdL’s 900+ local government clients are better funded, more informed, and better prepared for and more confident about the future. There is no better time to take advantage of unparalleled expertise and experience at the best cost-value ratio.

Protecting Your Future. Most of HdL’s revenue management service clients realize new revenues exceeding the cost of the program, which means you would optimize your tax revenue while receiving additional services effectively at no cost.

COMPANY PROFILE

Proposal for the City of Carson RFP No. 26-010 5 | Page

General Information

HdL has offices in Brea and Fresno, California as well as offices in Texas and North Carolina. With a staff of over 275 employees, the staff for this project will work out of our Brea headquarters.

Corporate Headquarters
HdL Companies, 120 S. State College Blvd., Suite 200, Brea, CA 92821 Employee Count: HdL has 60+ employees at this facility.

HdL has grown to over 275+ nationwide and is proud to be 100% employee- owned. HdL empowers each employee-owner to fulfill our mission of helping local government agencies increase revenues, gain actionable insights, maintain regulatory compliance, and operate more efficiently.

HdL is a Corporate Partner of the League of California Cities and California State Association of Counties and works extensively with the State Association of County Auditors, California Society of Municipal Finance Officers (CSMFO) and California Municipal Revenue and Tax Association (CMRTA) on anticipation and planning of programs to strengthen local government revenues and monitoring of legislative actions which impact local governments.

This close understanding of local government needs coupled with extensive databases and advanced methodology provides for the most relevant, productive and responsive, revenue recovery, forecasting and economic services available.

Experience
HdL is uniquely qualified to deliver our high -quality solutions to the City and its business community in the areas outlined in this proposal. Our commitment to innovative solutions and quality customer service is highly valued by our clients, as demonstra ted by our 99% client retention rate and the over 75 California municipalities who have switched to HdL from other service providers. Recent converts include the cities of Long Beach, Ontario and San Diego, three of the 10 largest cities in California by sales tax receipts.

PROPOSER QUALIFICATIONS

Proposal for the City of Carson RFP No. 26-010 6 | Page

HdL currently provides sales and use tax audit and consulting services to 400+ cities and counties and 400+ Transaction Tax Districts throughout California. This deep industry knowledge allows HdL’s staff to identify and correct, in a business friendly and timely manner, complex reporting errors involving retailers, distributors, contractors, processors and manufacturers engaged in “business to business” and e-commerce sales in Carson and throughout Los Angeles County.

HdL’s Tax and Fee Administration (TFA) services are a collaborative effort with the City. These services are crafted from a local government perspective and delivered with a focus on high quality customer service and education centric compliance activities. Cit y management, staff, and the business community benefit from HdL’s expertise and online capabilities, while the City is freed from the daily burden of revenue management while still retaining control over the process. The firm currently supports over 300 municipalities with tax and fee administration solutions, including business license tax, transient occupancy tax and short -term rentals services.

The firm currently provides revenue management services to 82 of the 88 incorporated cities in Los Angeles County and the County itself.

Understanding of the City’s Need’s
HdL has provided sales and use tax services to the City since 1991 which provides both a historic perspective of the City’s needs and a vision into the future. HdL recognizes that City needs a firm to provide a comprehensive solution for administrative, analytical and reporting services to maximize the City’s revenue streams. HdL can meet and exceed the expectations set forth in the City’s RFP. We have the financial stability that the City expects from its vendors. The firm continues to grow and now has a nationwide presence.

The HdL Advantage
Exceptional Personnel: The HdL team is vested in your success. We are 100% employee-owned and view your success as our success. Many of our key employees have previously served local government agencies in positions of management, and have extensive experience in economic development, finance and revenue collection. We use a team approach so that there is always someone available to take your questions during our normal business hours of 8:00 am – 5:00 pm.

Comprehensive Audits: HdL has the largest database outside of the CDTFA which allows for a comprehensive look at revenue collections statewide. This advantage coupled with the HdL’s advanced technology and processes consistently finds allocation errors and revenue opportunities often missed by other firms.

Accurate Forecasting: HdL has developed a comprehensive, detail-oriented method for projecting and monitoring client sales and use tax revenues that has proved to result in estimates that fall within 2% of actual receipts two-thirds of the time.

Insightful Reports and Timely Services: HdL’s analysis is done in context with the surrounding market region to better identify retail trends, voids and opportunities. The service includes a custom non -confidential newsletter that can be shared with the Council and community. The firm’s sophisticated economic support program provides special reports and data to assist the City in monitoring and leveraging existing economic development programs, identifying new revenue opportunities and maximizing use tax revenues.

Easy-to-Use Software: Our web -based sales tax application is user -friendly and offers clients immediate access to current and historical sales tax data. The application allows for easy printing of reports and data export to other systems or programs. Quarterly reports are available on the website within 5 days of receiving the Quarterly Data Report from the CDTFA.

Proposal for the City of Carson RFP No. 26-010 7 | Page

Team of Experts

Please find our proposed organizational structure for the City of Carson below.

HdL’s President/CEO Andrew Nickerson will serve as the Project Manager for the City of Carson for these services.

Andrew Nickerson – President/CEO
Years of experience in delivering revenue management services to local governments | 31

Mr. Nickerson possesses over 30 years of experience working with cities, counties and special districts on programs to enhance tax revenues, ensure regulatory compliance and provide accurate revenue forecasting and financial planning. Throughout his career, he has been instrumental in guiding market expansion and new product development for the HdL Companies. In his tenure as President/CEO, Mr. Nickerson has led this employee-owned company from an established regional firm to a multi- state, multi-service corporation admired for its commitment to quality and client service. With a broad range of experience in leadership, finance, public policy, and taxation, he is a trusted adviser to local government leaders and is known for possessing high standards for responsiveness, accuracy and integrity.

Throughout his career, he has been involved in various municipal organizations inc luding The League of California Cities, California Society of Municipal Finance Officers, State Association of County Auditors, California State Association of Counties, Texas Municipal League and Government Finance Officers Association. Mr. Nickerson earned a Bachelor of Science degree (Finance & Real Estate Law) from California State Polytechnic University, Pomona.

KEY STAFF AND TEAM

Proposal for the City of Carson RFP No. 26-010 8 | Page

Project Teams

HdL has carefully assembled a distinguished team of elite professionals from the highest ranks of local government and the private sector to recapture leaking revenue, expand access to data, and optimize local tax structures and revenue. HdL will inform the City should there be any changes to designated personnel.

SALES, USE AND TRANSACTIONS TAX ANALYSIS TEAM

Client Services
Our Director of Client Services and a management analyst will provide the City with sales tax, budget and revenue management services. The team will advise the City on economic development opportunities, including analyzing the City’s sales tax data for presentations and preparing sales, use and transactions tax revenue estimates
of various terms up to five years. The Director will also meet with City staff each quarter to present the City’s quarterly reports and address any issues or concerns. Providing these services to the City are:

Bobby Young – Director of Client Services
Years of local government experience | 20
Years of experience delivering revenue management services to local government experience | 10 Mr. Young has over 20 years of local government experience. As HdL’s Director of Client Services, he leads
the team in developing reporting advancements and efficiencies for clients along with providing meaningful presentations regarding both Sales Tax and Transaction Tax Districts. Prior to joining HdL, he served the City of Costa Mesa for 13 years, the last 5 as Finance Director. During much of his tenure, he led the City’s strategic financial planning and decision making and fulfilled the duties of City Treasurer. He has also spent time as an external auditor of government and non -profit entities specializing in assessment and documentation of internal controls and annual review and preparation of client’s Comprehensive Annual Financial Report (CAFR).

He has been an active member in municipal affairs with both the Government Finance Officers Association (GFOA) and California Society of Municipal Finance Officers (CSMFO), and holds a bachelor’s degree from California State University, Fullerton in Accounting.

Ken Brown – Principal
Years of local government experience | 18
Years of experience delivering revenue management services to local government experience | 8 Mr. Brown has over 18 years of public sector experience, most recently as the Director of Administrative Services for the City of Irvine. In this role, he was responsible for overseeing development of Irvine’s long-term Strategic Business Plan where his experience in forecasting was included as a case study in the Government Finance Officers Association (GFOA) book Informed Decision-Making through Forecasting: A Practitioner’s Guide. Prior to Irvine, he developed his budget experience at a California trans it district. Mr. Brown holds a Master of Business Administration from San Diego State University and a Bachelor of Arts degree from California State University Humboldt. He has been active in municipal affairs at regional and state levels and served as Chair of the Professional Standards and Recognition Committee for the California Society of Municipal Finance Officers Association. He also served on a steering-committee that refreshed the curriculum for GFOA’s national training program on Long -Term Financial Planning, a class he has helped teach in several locations throughout the country.

Proposal for the City of Carson RFP No. 26-010 9 | Page

Bret Plumlee – Principal
Years of local government experience | 35
Years of experience delivering revenue management services to local government experience | 6 Mr. Plumlee has over 35 years of public sector experience, most recently as City Manager for the City of Los Alamitos. He brings a wealth of knowledge of municipal finance, management, and budgeting to his role as Principal at HdL. Prior to Los Alamitos, he served as City Manager for the City of La Puente, Assistant City Manager of La Quinta, Director of Administrative Services for the City of El Segundo, Finance Director for the City of Rolling Hills Estates, and Assistant Finance Director at the City of La Mirada. While working in those cities, Bret participated in quarterly meetings with HdL as a client.

Mr. Plumlee holds a Bachelor o f Arts Degree in Economics from the University of California, Irvine and a Bachelor of Science Degree in Accounting from California State University, Long Beach.

Robin Sturdivant – Principal
Years of experience delivering revenue management services to local government experience | 30 Ms. Sturdivant has been with HdL for 30 years and performs sales tax analysis, conducts quarterly client briefings, and prepares sales, use and transactions tax revenue estimates. She works with both clients and taxpayers to provide training and assistance on complex sales, transaction and use tax allocation issues. Ms. Sturdivant is responsible for high level appeal cases including research, analysis and preparing legal briefs. She represents HdL clients at Legal Department Appeals Conferences and hearings in front of the panel of judges that comprise the Office of Tax Appeal. Robin is the main point of contact between HdL and the California Department of Tax & Fee Administration’s Legal Department and the State’s Office of Tax Appeal.

Audit Services
Our Director of Audit Services and Associate Director of Audit Services have over 45 years combined experience auditing local tax, place of sale and CDTFA administrative issues. The firm has continually adapted to legislative changes, CDTFA regulation changes, and technological advances and will utilize these tools for the City. HdL has an audit team of 14 staff members in place that is very well trained and familiar with the state regulations and guidelines concerning tax reporting for the City .

Matt Hinderliter – Director of Audit Services
Years of experience in delivering audit services to local governments | 33

As Director of HdL’s Audit Service team, Mr. Hinderliter is responsible for ensuring that the company’s clients suffer no missed opportunities for revenue recovery or enhancement. Mr. Hinderliter joined the firm in 1990 after receiving his Bachelor of Arts degree in Business Administration from California State University, Fullerton. During his over 30-year tenure Mr. Hinderliter has been instrumental in the development of HdL’s multi-dimensional audit program, which includes extensive in-house data mining and web- based analysis combined with thorough field surveys. He is the author of a comprehensive audit training manual, including in-depth information concerning complex point of sale issues and regular updates regarding proposed changes in legislation and regulations. As Director Mr. Hinderliter maintains a personal and team commitment to accurate audit findings, business friendly taxpayer outreach, and to ensuring that HdL’s audit programs remain at the industry’s leading edge through continuous innovation and improvement.

Proposal for the City of Carson RFP No. 26-010 10 | Page

Quang Dang – Associate Director of Audit Services
Years of experience in delivering audit services to local governments | 15

Mr. Dang is the lead analyst for the audit services team. He works closely with the Director of Audit Services on operational and management aspects of the team, supervises and trains audit team members and is a principal liaison with CDTFA Allocation Group staff. Mr. Dang holds a Bachelor of Science degree from California State University, Fullerton.

Production Services Team
Our Production Team ensures that the data from the CDTFA is processed in an accurate and timely manner and is available to the City on our sales tax web application. The team is responsible for running the reports that are delivered at the quarterly meetin gs with the City staff, as well as processing any special report requests. In addition to the Manager of Production, we have 5 members in this department to assist the City with these tasks.

Mary Hubbell – Manager of Production Services
Years of experience in delivering revenue management services to local governments | 8

Ms. Hubbell supervises the conversion of the California Department of Tax and Fee Administration sales tax data to HdL’s proprietary software and its subsequent translation into various client reports. She assists with client technical support and is respo nsible for the production of client newsletters and reports. Ms. Hubbell received a Bachelor of Science degree in Administration and Marketing from the University of Arizona.

Proposal for the City of Carson RFP No. 26-010 11 | Page

Goals and Objectives

The objective of this proposal is to ensure that the City of Carson continues to receive its maximum share of the sales, use and transactions tax generated by its business community and that it possesses the tools and support to generate additional revenues through improved collection of other revenue sources and through more informed economic development. HdL conducts a continuous, systematic program of identifying and correcting sales, use and district tax errors on behalf of its clients. The Company’s services go beyond revenue recovery by using its databases and expertise to help clients expand their revenues by identifying economic voids; finding local companies that can restructure the way orders are taken to increase local sales tax revenues; ascertaining opportunities for expanding use tax from construction projects; seeking prospects for direct payment permits and purchasing corporations and by providing staff expertise to support a proactive and effective approach to short and long term fiscal and economic planning.

The firm constantly improves and enhances the California Department of Tax and Fee Administration (CDTFA) raw registration data by correcting addresses and business names, differentiating brick and mortar retailers from business - to-business and online taxpayers and adding new business classifications to better identify emerging trends and economic opportunities. This highly enhanced database includes over 35 years of sales tax history and serves as the basis for identifying emerging economic trends and deve loping budget forecasts that take those trends into account.

The database also includes constantly updated registration data for every seller in California, allocation data for 523 of the state’s 540 agencies and over 400 transactions tax districts, business license data for over 1 million businesses, property tax data for every jurisdiction in the 38 largest California counties, a constantly updated automated telephone directory for all of California and thousands of business contacts developed through decades of audit and business development activity.

HdL monitors an annual tax base of over $5.0 billion encompassing incredibly complex industrial, e-commerce, inventory/delivery, and out -of-state sales and use tax issues. The Company submits an average of 5,000 errors for correction each year with a total value generally ranging from $40 million to $50 million. To date, HdL has recovered more than $4 billion in new tax revenues for client agencies .

Comprehensive sales tax allocation audits depend on access to large, complete, and well-structured sales tax data sets. Most allocation errors cannot be identified without visibility into statewide data; they emerge through patterns that only become visible when record volumes are sufficiently broad.

Large data sets allow auditors to analyze sales tax allocations across jurisdictions, business tax types, and transaction types. This scale is essential for identifying systemic issues such as jurisdictional boundary errors, incorrect sourcing rules, and incorrect allocations on out-of-state purchases. Without a robust volume of data, these issues may appear statistically insignificant or remain entirely undetected.

Comprehensive data coverage also enables meaningful trend analysis. By evaluating multiple reporting periods, auditors can distinguish one -time anomalies from recurring compliance risks and validate the consistency of allocation methodologies over time.

Smaller samples increase the risk of false positives or understated findings, limiting the audit’s overall effectiveness.

PROJECT UNDERSTANDING
HdL maintains the
LARGEST privately
held sales, property
and business tax
databases in
California.

Proposal for the City of Carson RFP No. 26-010 12 | Page

Sales and Use Tax Services

Sales and Tax Database and Reports
HdL will provide City staff with unlimited access to its quarterly updated web -based sales tax system to facilitate “in-house” analysis and printing of reports. The system allows City staff to search, print and export sales tax data for a variety of financial, management and planning functions. The system provides the ability to search all sales tax producers by business name, address, CDTFA account number and current and historical sales tax allocations.

The web application also provides access to archived quarterly sales tax reports. Data is easily queried and exported to either comma delimited or native Excel formats, allowing for convenient use with applications in the Microsoft Office suite. The web ap plication is accessible from all major operating systems, internet browser platforms, and device types (laptop, tablet, PC, mobile).

HdL’s geo-area feature supports use of address ranges, which ensures the inclusion of all CDTFA registrations and allows City staff to create and modify geo -areas without a separate GIS system. HdL also supports interfacing with the City’s GIS by including accurately geocoded latitude and longitude for each business. The database includes historical allocation information and can be quickly exported by City staff on demand.

Additionally, City created shape files can be used to define Geo-areas. Training in the use of the software and ongoing upgrades is provided at no additional charge.

HdL will provide City staff with unlimited access to its quarterly updated web -based sales tax system to facilitate “in-house” analysis and printing of reports. The system allows City staff to search, print and export sales tax data for a variety of financial, management and planning functions. The system provides the ability to search all sales tax producers by business name, address, CDTFA account number and current and historical sales tax allocations. HdL will also provide the City with a historical his tory of new revenue discovered vs. fees charged to the City.

PROJECT APPROACH AND WORK PLAN

Proposal for the City of Carson RFP No. 26-010 13 | Page

Quarterly sales tax reports are provided on both a cash and adjusted basis. Cash reports reconcile to CDTFA payments and are necessary for any revenue sharing agreements that the City might have in place. Adjusted reports shift payment aberrations (double-up payments, CDTFA audit adjustments, etc.) into the quarter where the sales occurred to accurately show the City’s true economic trends. The quarterly sales tax data will be presented in reports for major sales tax producers by both rank and category, analysis of sales tax activity by category, business or areas specified by the City. HdL’s quarterly sales tax reports include a listing of top sales tax producers and comparisons with both regional and statewide trends. Retailer information is provided in grouped form or in business-by-business detail.

Since our database can be accessed remotely, City staff have access from their home office, on their schedule.

The database is user -friendly and allows staff to easily query data needed through a variety of reports and can be exported to Microsoft Suite ap plications. HdL’s services are superior to other vendors because the firm provides analysis done in context with regional market areas, countywide and statewide trends to better monitor and compare the City’s economic performance by business category. A no n-confidential newsletter is included to support management’s efforts to inform and engage the public.

Economic Benefits to the City
When properly refined and organized, sales tax data analysis is an important tool for strengthening and expanding local economies. The data shows companies that are growing and may need expansion space and should be contacted as part of an agency’s business retention program.

When broken out geographically, the data produces patterns of industries that potentially share common customers, suppliers, technology and labor and therefore offer opportunities for attracting new businesses. The data further exposes retail areas that ma y be over saturated in some retail segments while also identifying voids and opportunities for additional retail development. Although numerous companies and agencies use the CDTFA’s published data as a basis for analysis, the results are usually inaccurate and misleading due to address and business categorization errors in the data.

To correct those deficiencies, HdL performs data validation and scrubbing techniques on an ongoing basis, fixing business addresses and re -categorizing merchants to differentiate brick and mortar retailers from “business to business” suppliers and on-line retailers.

The company further creates and groups businesses into additional categories and classifications, not provided by the CDTFA, to better track new and emerging economic trends. Samples include the breaking out of biotech/medical suppliers, online fulfillment centers, alternate energy and utility providers, wineries and marijuana dispensaries. This focused approach to data management allows agencies to compare the impact of trends more accurately in their jurisdiction with state and regional trends. On a regional basis, it also allows for the identification of true economic voids and opportunities to expand the City’s tax base. Accurate addressing allows for improved performance monitoring and comparison of specific economic areas such as shopping centers, downtown districts and auto malls with similar projects throughout California. In addition to using our large database, HdL’s principals leverage their experience analyzing client data throughout California to identify new trends and developments that might he lp other clients. The service includes analyses to identify retail voids and opportunities and an annual publication of retailers seeking expansion in the region and state.

Proposal for the City of Carson RFP No. 26-010 14 | Page

Transactions Tax Analysis and Reporting Services
The following services would be performed by our team of sales tax principals, production team and assisted by our IT department.

Reports, Transactions Tax Website and Training
Within one week of receiving new quarterly data, HdL staff will import the City’s detailed transactions and use tax data into its web-based sales tax system to facilitate analysis and report preparations. The system allows City staff to search, print and export their transactions and use tax data for a variety of financial, management and planning functions. The firm provides the ability to search transactions tax producers by business name, address, CDTFA account number and current and historical allocations. The archived quarterly transactions and use tax reports can also be accessed through the online application. Training on use of the web-based application and ongoing upgrades are provided at no additional charge.

Quarterly transactions tax reports are provided on both a cash and adjusted basis. Cash reports reconcile to CDTFA payments while adjusted reports accurately provide economic trending data. HdL will provide reports on major tax producers and total tax receipts as requested.

The data will be presented in reports for major tax producers, by both rank and category, analysis of tax activity by category and business, district or specific areas that the City of Carson has specified, analysis of reporting aberrations and per capita and by number of outlet comparisons. Additional quarterly reports will include reports by major retail outlets, business category, geo area growth and decline comparisons, historical revenue tables and top 100 taxpayer listings.

The firm’s quarterly analysis is done in context with regional market, countywide and statewide trends to better monitor and compare the economic performance by business category and geographical area. A non- confidential newsletter is included to support management’s efforts to inform and engage the public.

Unlike the Bradley -Burns Uniform local tax which is allocated basically to the “Point of Sale”, transactions taxes are to the extent possible collected and allocated only to those residing or physically located within the Agency levying the tax. The difference often creates confusion and difficulties in projecting revenue trends.

HdL’s reports are designed to overcome these problems and provide clients with accurate revenue projections and planning forecasts.

Economic Analysis
Although numerous companies and agencies use the CDTFA’s published data as a basis for analysis, the results are usually inaccurate and misleading due to address and business categorization errors in the data. To correct those deficiencies, HdL scrubs the data on an ongoing basis, fixing business addresses and re-categorizing merchants to differentiate brick and mortar retailers from “business-to-business“ suppliers and on -line retailers.

The company further creates and groups businesses into additional categories not provided by the CDTFA to better track new and emerging economic trends. Samples include the breaking out of biotech/medical suppliers, online fulfillment centers, alternate energy and utility providers, wineries and marijuana dispensaries. This focused approach to data management allows agencies to more accurately compare the impact of trends in their jurisdiction with state and regional trends.

In addition to a comprehensive database, HdL’s principals use the intelligence gleaned from quarterly sales tax meetings with over 350 agencies to identify new trends and developments that might help other clients. The firm’s bi-weekly Headlines e-news service is included to keep clients informed of trends and developments that may impact individual and regional economic strategies and goals.

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Budget Projections and Monitoring
HdL has developed a comprehensive, detail -oriented method for projecting and monitoring transactions tax revenues. The state’s economic base is divided into seven major economic segments. Initial and mid-year projections are made for each category by eliminating payment aberrations and including recent revenue impacts such as newly opened or closed businesses.

HdL also incorporates information gathered from over 90 industry sources and from its quarterly client meetings across the state of California; the results are combined into a single estimate of anticipated revenue.

HdL’s historical approach, which has been well-received by its clients, has been to provide each client a single “most-likely” budget estimate and to stand-by that budget projection, explaining variances when they occur.

HdL has an excellent track record in supporting its clients in this way and of providing accurate estimates.

HdL further enhances its projections by contacting builders of large-scale development projects to determine the estimated timing and value of potential construction related revenue in its estimates. Three-year and five- year forecasts are also provided.

Management Support

HdL will establish a consistent liaison with City of Carson coordinator and define logical checkpoints for reviewing progress towards the agreed upon objectives. Each quarter, a principal of the firm will analyze the City of Carson transactions and use tax data in detail and meet with appropriate officials to review trends and make recommendations regarding the economic and budget implications of that quarter’s data.

HdL serves as “on-call” staff to provide transactions and use tax estimates for proposed projects and prepare budget projections. When requested, principals also meet with committees of the Board to explain transactions tax regulations and their importance to the City of Carson’s tax base.

HdL maintains close and positive relationships with CDTFA Board Members and staff to quickly resolve policy issues unique to individual clients. The firm also advocates regulation and legislative changes when they are of benefit to all HdL clients. Examples are the firm’s work in the change of allocation of “use tax” for major construction projects, securing an Executive Order from the Governor to allow publishing of top taxpayers in public documents and the introduction of the problem of “point of sale” for warehouses to the CDTFA.

Allocation and Audit Recovery Services
HdL will deploy a series of proprietary techniques, developed and refined by 40 years of performing local allocation audits, to detect, correct and recover misallocated revenue for the City of Carson. The audit team’s goal is No Missed Opportunity for revenue recovery or enhancement. When errors are found, HdL staff will promptly file claims for their corrections following the procedures and guidelines codified in CDTFA Section 35056. Thereafter , HdL will work diligently with CDTFA staff to ensure prompt recovery of all escaped revenue. Using confidential taxpayer records as authorized by Revenue and Taxation Code Section 7056, HdL will identify and correct errors that result in underpayments of tax to the City.

The firm will employ a series of analyses, comparisons with other data sources and physical field canvassing to find, document and submit for correction all taxpayer errors that result in lost City revenue or could result in lost revenue in the future.

When errors are identified, HdL staff will promptly file claims for their correction following CDTFA procedures. Thereafter, HdL will work with CDTFA to ensure the prompt recovery of all escaped revenues.

Documentation of errors will be regularly provided to the City. In conducting these activities on behalf of the City, HdL will provide reports that accurately depict the City’s sales tax base, use tax collections and revenues.

All reports, graphs, tables and revenue forecasts are designed to enhance the Ci ty’s capacity to plan for, expand and manage its sales and use tax revenues. Reports identifying and comparing the retail composition of various sub-geographic areas of the City will also be provided.

Proposal for the City of Carson RFP No. 26-010 16 | Page

To achieve the highest audit and recovery results, HdL employs the following audit techniques and programs.

Identification of Errors and Revenue Maximization Opportunities Field Surveys: Field inventories of the City’s business and industrial areas are conducted to identify businesses located within the City that appear to be under-reporting revenues or are not on the CDTFA allocation rolls.

Specially trained field auditors, using the latest in mapping, GPS and digital recording technology, document not only the existence of sales tax producing businesses but also any relevant factors such as size, presence of a large stock of goods, will-call windows and any specific references to sales activity. This process identifies a wide range of registration errors including erroneous consolidation of multiple outlets, misreporting of point of sale from an erroneous location and delays in reporting new outlets.

Area Code (TAC) Review: HdL reviews every active account on the CDTFA’s allocation rolls reporting $50 or more in local tax to ensure proper TAC assignment. Government and private sector property tax mapping and GIS databases are used extensively in this process. These programs are important because physical canvassing will not reveal businesses with missing or incomplete signage, or those that are home-based. A complete TAC review is performed at least once every 3-6 months.

Deviation Assessment: Each quarter, HdL applies proprietary queries and analyses to its statewide allocation database to identify all accounts for which there has been a substantial change in allocation pattern. HdL’s database, unmatched in size, comprises over 99.8% of all sales and use tax transactions in California and allows for the most comprehensive audits in the state. The review is applied to direct allocations and to the county pools and allows for a much broader view and understanding of what has happened in any given quarter. Well -founded leads are quickly extracted from this process, often without the need for time- consuming manual reviews of taxpayer files. This allows for faster processing and less time used for preparing submittals. This in tu rn lowers recovery fees by reducing the amount of prior quarter revenue requiring redistribution.

Use Tax Errors and Opportunities: HdL analyzes the use tax allocation pools of the 58 counties and the state each quarter to identify instances where a taxpayer may have misidentified a transaction as use tax rather than sales tax. Further specialized reviews and techniques are employed t o identify direct allocation opportunities of local use tax. CDTFA Regulation 1802(d) allows for direct allocation of local use tax on qualifying individual sales or purchases over $500,000. Out-of-state and foreign-based companies often have large transactions that meet the criteria for direct allocation under this section. Under Regulation 1699.6, businesses and organizations (including local government agencies) with aggregate purchases subject to use tax of least $500,000 per year can apply for a Use Tax Direct Payment Permit, allowing for direct allocation of the corresponding local share. Finally, under a resolution adopted in December 1994, a construction contractor who enters into a contract equal to or greater than $ 5,000,000 may elect to obtain a sub-permit for the jobsite resulting in a direct allocation of local use tax to the jurisdiction where the jobsite is located.

Regulation 1699 Evaluations: CDTFA Regulation 1699 controls when and where a permit should be issued to a given business location. Wholesalers, contractors, processors, manufacturers, and other non -retail businesses that do not normally sell merchandise often conduct occasional sales, self -accrue use tax or are levied deficiency assessments by the state. HdL uses proprietary methods for finding companies that should be taking out permits so that those revenues are allocated to the City.

Monitoring and Recovery of Misallocated Revenue
Development of Correction Data: Preliminary lead lists developed through the audit programs are further refined using a variety of programs and databases to reduce the need for taxpayer contact. Companies remaining in the audit database are then contacted by a specialized audit team whos e members are specifically selected and trained to interview tax preparers and marketing, warehouse and management staff. Taxpayer interviews are always conducted in a business friendly, non -intrusive manner that emphasizes cooperation and protection of confidentiality.

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Documentation: Telephone contacts are often accompanied by a written follow-up questionnaire concerning business activities, a specific one -time transaction or a written confirmation of our findings. This documentation is always filed with the petition to minimize CDTFA processing time. Solid documentation and follow-up lower client fees by reducing the number of quarters requiring retroactive adjustment and ensures faster recovery of misallocated revenues.

City Review: HdL will provide the City with a quarterly report of all revenue recovery work in progress. This report will include an electronic Work Authorization which, once approved, will include active links to copies of all inquiries filed with the CDTFA on the Cit y’s behalf. This information is archived and is accessible to authorized users at any time through the HdL client portal. HdL will also keep the City apprised of any additional oral or written communication with the CDTFA on any matter directl y impacting the City. These reports, along with a detailed quarterly invoice listing all relevant information about the taxpayer and the amount of revenue recovered, will keep the City well informed of all ongoing audit activity.

Preparation and Submittal of Corrections: Petitions are prepared (CDTFA Form 549 -S or 549-L) that notify the CDTFA the existence and nature of the misallocation. All relevant and available supporting documentation is attached, including any information from taxpayer file reviews or any other sources that provide evidence of an earlier date of knowledge regarding the error. This documentation facilitates the maximum recovery of revenue due the City from prior periods. Copies of all transmittal forms and correspondence with the CDTFA and taxpayers are sent to City staff.

Continuous Follow-up: HdL employs a full-time case manager whose responsibility is to monitor and follow- up on case inventory. An aging report is updated and reviewed monthly, and appropriate follow-up is initiated on cases that are taking an inordinate amount of time to correct. This follow-up emphasizes partnership and cooperation with CDTFA Allocation Group staff. HdL’s continuous efforts to check on the status of submittals are made to ensure that corrections are being pursued. Timely follow -up on cases reduces the time it takes for the City to recover its revenue.

Appeals: HdL cases are thoroughly researched, vetted and documented prior to submittal. This ensures the fastest possible processing times and reduces the number of cases that are initially disclaimed and must be further researched and defended through a very lengthy CDTFA appeals process. Nearly all HdL cases are resolved favorably at either the first or second levels of the CDTFA petition process described in Regulation 35056.

Track Record: HdL is effective in recovering misallocated revenue for client agencies in 97% of all cases submitted to the CDTFA. The small number of cases that do require an appeal is evidence of HdL’s thorough research and the quality of the well-documented information included to support claims.

Consulting and Optional Advisory Services

Ongoing Consultation
Quarterly, a principal of the firm analyzes the City’s data in detail and meets with appropriate City officials to review trends and discuss and make recommendations regarding the budget implications of the year’s data.

HdL also serves as “on -call” staff to provide sales tax estimates for proposed projects, assist with budget projections and answer sales and use tax questions related to economic development, budgeting and related revenue collection. When requested by the City, principals also meet with committees of the City Cou ncil, advisory committees and other groups to explain sales tax regulations, economic trends and legislative proposals that will impact the City’s tax base. HdL will, when requested by the City, conduct technical seminars for City personnel on California sales and use tax processes. To support in-house efforts to maximize use tax, the seminars will cover the fundamentals of direct payment permits, purchasing corporations and maximizing “use tax” from construction projects.

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Forecasting
HdL has developed a comprehensive, detail -oriented method for projecting and monitoring client sales and use tax revenues that has proved to result in estimates that fall within 2% of actual receipts two -thirds of the time. Initial and mid -year projections are made by factoring out payment aberrations that skew the base revenue and factoring in known changes such as new or closed businesses.

HdL also incorporates information from over 90 economic sources as well as information gathered from client meetings to develop economic factors to apply to individual retail business segments; the results are combined into a single estimate of anticipated revenue. HdL further enhances its projections by contacting builders of large -scale development projects to better time and estimate the value of potential use tax payments into its estimates. Annual, three and five-year forecasts are also provided.

Use Tax Maximization
Major construction projects and even ongoing business operations often generate significant use tax revenues from purchases of machinery, equipment and other fixed assets. HdL has worked with numerous clients to ensure that use tax from manufacturing and a ssembly plants, food processing, cold storage facilities, power/energy projects, medical, research and technical facilities, oil fields/refineries and extraction/mining industries are properly allocated to the host jurisdiction.

HdL’s sales tax team includes a staff of specialists who review new business startups that might present potential self-assessed use tax opportunities, meets with contractors to advise on sub-permits and reporting procedures and provides materials and advice on purchasing companies and direct payment permits. The firm monitors major construction projects to make sure that any use tax generated is properly allocated to the job site’s host jurisdiction.

When brought into a project early, HdL assists clients with inserting provisions in conditional use permits and development agreements to guarantee that use tax maximization procedures are followed and monitors projects and subcontractors to make certain that sales tax is properly allocated back to the client jurisdiction.

Direct payment permits and purchasing corporations can sometimes be utilized where conditions offer mutual opportunities for the client agency to capture additional sales tax revenues and the participating company can increase control of sales and use tax liabilities.

Legislative Updates
HdL maintains close and positive relationships with CDTFA executives and staff to quickly resolve policy issues unique to individual clients. The firm also advocates regulation and legislative changes when they are of benefit to clients. HdL prepares Legislative Updates for clients to keep them informed of all proposals that may impact local revenues. The firm also provides Issue Updates which are similar in nature but deal with specific issues such as Sales Tax Participation Agreements, l egal decisions or regulation changes. Each issue is presented in detail so that City staff are equipped to respond to questions on topics important to their community leaders.

The firm also retains Rebecca Marcus as a lobbyist to represent client interests in matters before the CDTFA and the state legislature. With over 20 years of experience in state and national politics, Rebecca has developed the necessary institutional knowledge and established relationships to effectively advance clients’ interests in Sacramento. As a Chief of Staff for 13 years in the California State Assembly for several distinguished Members including Assembly members Mark Stone, Mike Feuer and Johan Kleh s, Rebecca successfully advanced legislation across a diverse array of policy areas. As a result, over 100 of these Members’ bills became law ranging from landmark green chemistry legislative to a transformative transportation tax.

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Tangible Work Products
HdL can prepare and deliver all of the items listed in the City’s RFP. Reports will be presented during quarterly meetings but will also be accessible to approved staff on our web-based database.  Quarterly Consensus Forecast: Trends and Economic Drivers Report  Variety of Annual Reports to support audit findings and revenue trends  Specialized Reports Focused on the City’s Measure K to assist with budgeting and forecasting

HdL will also provide the following reports on a quarterly basis to ensure that the City is aware of the status of auditing activity:

• Copies of petition forms (CDTFA -549-S), spreadsheets, and supporting documentation file with the CDTFA. This documentation will include all relevant registration information for the business, a description of the allocation error or deficiency, and recommended corrective action. • Copies of any appeals documentation filed with either the CDTFA Appeals Bureau or Office of Tax Appeals (OTA).
• Quarterly sales tax recovery invoices will provide account level detail for current billable recovery and will include firm name, permit number, payment amount received by the City, economic quarter to which the payment is related, and payment type (back quarter fund transfer, audit adjustment, etc.) The payment detail will be sorted alphabetically by firm name. Cumulative recovery reports will be provided on an annual basis.

Here is sampling of our reports:

Trends by Major Groups
Major Industry Groups Quarterly Line Graph
Annual Line Graph

Major business type changes, including comparisons with state and county averages.

Allocations by Business Type Including Pools
Adjusted for Reporting Aberrations

Top sales tax generators listed in descending order. Used by management to track trends and identify companies who should be contacted as part of a business retention program.

Top 100 Sales Tax Generators
Quarterly Deviation Analysis
Reports for Revenue Projections.

Sales Tax Allocation Summary
Cash Reconciliation Report
Budget Projections
Five Year Forecast
Consensus Forecast

Special reports as needed for economic development and other purposes.

Regional Updates
Market Competition Comparisons
Surplus/Gap Comparison
Retail Analytics Brochure

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Quarterly customized newsletter summarizing sales tax highlights presented in a manner to protect confidentiality and that can be shared with the public.

City of Carson
City of El Segundo

Sample of Legislative Updates.

Legislative Update

a
Click HERE to view our sample report package. All reports are available for both sales and use tax and transactions tax.

Project Timeline

As the City’s existing vendor for sales and use tax services, HdL is actively auditing and monitoring the City’s sales and use tax revenues. Work under the proposed contract would commence immediately upon receipt of the executed agreement with no interruption in service.

HdL’s services, unless specified otherwise, will be on a quarterly schedule and completed within ninety (90) days of receipt of quarterly data from the CDTFA. Audit activities will be promptly conducted on each new quarter’s data to identify those accounts requiring further research. Potential allocation errors and supporting documentation will be filed with the CDTFA in time to meet the state’s statutory time limits to ensure that the City does not lose any revenue to which it is entitled. Here is our implementation timeline:

0-30 Days
• Kick-Off Meeting with City Staff (Sales Tax Management Team) • City Staff provided access to HdL’s web-based sales tax application (Sales Tax Management Team) • Sales tax PDF reports posted to website (Production Team) • Field canvas is completed (Audit Team)
• Audits are performed and documented, petitions are prepared (Audit Team) • Use tax maximization presentation (Sales Tax Management Team)

30-60 Days
• Follow-up field report and submittal of all confirmed misallocations to the CDTFA (Audit Team) • Work authorization detailing initial finding are submitted to the County for approval (Audit Team)

60-120 Days
• Invoices are submitted quarterly (February, May, August, and November) (Audit and Finance Team) • Meetings to present quarterly reports are scheduled within 3 -6 weeks of HdL’s receipt of quarterly allocation data from the CDTFA (Sales Tax Management Team)

HdL’s team is available to assist the City to provide sales tax estimates for proposed projects, assist with budget projections and answer sales and use tax questions related to economic development, budgeting and related revenue collection.

HdL will not be using any subcontractors for this project.

SUBCONTRACTOR LIST
1 CITY OF CARSON

NOTICE OF REQUEST FOR PROPOSALS (RFP): #26-010

Notice is hereby given that the Purchasing Manager is seeking sealed electronic proposals for:

SALES AND USE TAX CONSULTING AND AUDIT SERVICES

ISSUE DATE: 01/22/2026
Q&A DEADLINE: 02/05/2026 by 10:00 AM
RFP DEADLINE: 02/26/2026 by 04:00 PM

Register as a vendor and submit electronic responses via Planet Bids:

https://www.planetbids.com/portal/portal.cfm?CompanyID=32461.

No late responses will be accepted. Any response for this solicitation not submitted through Planet Bids is unauthorized and will be considered invalid. Attempts to contact or lobby members of the City of Carson Staff or its Elected Officials during the bidding and evaluation period may result in disqualification. If a job walk, site visit, or pre- bid/pre-proposal meeting is designated as Mandatory above, attendance and sign-in are required for bid eligibility. If designated as Optional, attendance is encouraged.

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

Josilla Togiola, Purchasing Manager

2 A. SUMMARY
The City of Carson (“City”) is seeking proposals from qualified, independent firms to provide professional sales, use, and transaction tax consulting, audit, allocation recovery, and revenue analysis services. The selected firm will collect and analyze sales and use tax data from applicable governmental agencies, conduct audits to identify and recover misallocated tax revenues, prepare and deliver quarterly and annual reports, and provide ongoing revenue analysis and forecasting support, including Measure K transaction tax reporting. Services may also include limited access to web-based analytical tools to support City staff, consultation with the California Department of Tax and Fee Administration (CDTFA), and professional advisory services related to tax compliance, allocation accuracy, and revenue enhancement. The ideal proposer must demonstrate extensive experience providing sales and use tax consulting and audit services to municipal governments of comparable size and complexity and possess a thorough understanding of California local tax laws and reporting requirements.

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

B. BACKGROUND
Incorporated as a general law city on February 20, 1968, the City of Carson became a California charter 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 grow n 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.

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

The City is served by four major freeways—the Harbor (110), San Diego (405), Artesia (91), and Long Beach (710) —and is conveniently near Los Angeles Internat ional Airport, Long Beach Airport, 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.

Known 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. GENERAL 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 Planet Bids. Oral communications or modifications will not be recognized. All addenda released during the solicitation period shall become part of this RFP.

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

No contract shall exist unless and until the City Council formally awards a contract and full execution has occurred. If awarded, the contract is anticipated to be executed within approximately ninety (90) calendar days following the proposal due date; however, additional time may be required to complete a thorough evaluation and negotiation process.

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 Planet Bids directly at (818) 992-1771.

All questions or requests for clarification regarding this RFP must be submitted electronically through Planet Bids 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 Planet Bids 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 Planet Bids 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 Planet Bids 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).
4 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 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, without liability of obligation to any proposer.

E. PROPOSAL SUBMISSION
All proposals in response to this RFP must be submitted electronically via Planet Bids 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 format.

It is the sole responsibility of the bidder to ensure sufficient time to prepare, scan, and upload your documents into Planet Bids 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 Planet Bids must be directed to Planet Bids.

Failure to include all required Sections and Attachments may result in a proposal being deemed nonresponsive. All proposals shall include the following, at minimum:

1. Required 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 mailing address shall also be included.
 Proposer 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.
 Key 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 chart.
 Project Understanding – Demonstrate an understanding of the Scope, key goals, and objectives.
 Project Approach and Work Plan – Include a detailed work approach and methodology, incorporating project stages, deliverables, project milestones, project timeline, and any other necessary information required to complete the Scope of Services.  Subcontractor 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 subcontractor’s qualifications, key personnel, primary contact name, phone number, and email.
• 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 included in the Proposal, or a substitution has been approved in writing by the City’s 5 Contracting Officer in advance of work performed.

2. Cost File – Attached as Exhibit C
 Cost File
All cost information must be:
• Completed using the official Cost File form provided (Attached as Exhibit C) • Entered directly into the Planet Bids system as line items, if applicable.

Failure to complete both steps may result in your bid being deemed non-responsive. • 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 price. 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, mileage rates, fines, entertainment, advertising, or any other costs deemed inappropriate for reimbursement with public funds.

3. Required 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. • Award 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 result in the City moving to negotiation with another proposer.

F. QUESTIONS AND ADDENDA
Any requests for clarification or other questions must be submitted via Planet Bids 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 question.

Requests submitted for City’s consideration of proposed terms and conditions, including modifications 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 attachment 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 Vendor Portal. All addenda shall become a part of the RFP docum ent requiring both signature and acknowledgment by the proposer. It is the sole responsibility of the bidder to ensure that they 6 have received the entire RFP including any questions, answers, and addenda by visiting the City of Carson Planet Bids Vendor Portal.

G. MINIMUM QUALIFICATIONS/ELIGIBILITY
All proposers must meet the following requirements, at minimum:
 The proposer must be a qualified, independent firm with demonstrated expertise in sales, use, and transaction tax consulting, auditing, allocation analysis, and revenue recovery services for public agencies. Licensure as a Certified Public Accounting (CPA) firm is not required unless specifically applicable to the proposer’s business model.  The proposer must disclose any actual or potential conflicts of interest and certify that no conflicts exist that would impair the firm’s ability to perform the services objectively and in the best interest of the City.
 Demonstrated expertise in California sales, use, and transaction tax laws, including experience working with the California Department of Tax and Fee Administration (CDTFA) and local tax measures.
 Relevant Experience: Minimum of five (5) years of experience providing sales, use, and transaction tax consulting, audit, and revenue analysis services to municipal or other governmental entities of comparable size and complexity, preferably within the State of California.  Technical Expertise: The firm must employ personnel with sufficient training and experience in tax auditing, allocation analysis, economic forecasting, and governmental revenue reporting. Key project staff must have direct responsibility for similar municipal engagements.  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 RFP 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 conduct business within the City of Carson, including maintaining a valid City business license and the required insurance coverage for the duration of the contract. A valid City business license and certificate 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
H. PREVAILING 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.

Type of Question Contact Contact Info
Those related to the
Contract
Planet Bids Post directly to Planet
Bids under the “Q&A” tab
Use of Planet Bids Planet Bids (818) 992-1771
City’s Purchasing
Process
Josilla Togiola,
Purchasing
Manager
[email protected],
(310) 952-1758
7 Proposers 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.

Pursuant 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.

Prevailing 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 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. PROPOSAL OPENING, DOCUMENT REVIEW, AND AWARD OF CONTRACT Proposals will be evaluated on the basis of the responsiveness to all requirements and provisions of this RFP.

Unless all proposals are rejected, the award shall be made in accordance with the Carson Municipal Code (CMC) Section 2611(c) Professional Services Procurement.

An 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 with the highest-ranked proposer. If negotiations fail to produce an agreement, the City may then negotiate with the next highest-ranked proposer.

The evaluation process may include 1 or 2 phases, at the City’s discretion:

Phase 1 – Proposal Review (Mandatory)
In Phase 1, proposals will be scored based solely on the written submissions according to the following criteria:

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
20 8

Phase 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 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.

staffing plan to meet deliverable deadlines.

Cost Proposal Reasonableness of proposed costs
relative to the scope, level of effort, and
market conditions. Cost will not be the sole
determining factor.
15 References and Past Performance

10 Total Points Possible 100
9 SCOPE OF SERVICES
RFP 26-010

SALES AND USE TAX CONSULTING AND AUDIT SERVICES

OVERVIEW OF SERVICES
The City is seeking proposals from qualified firms to provide professional sales, use, and transaction tax consulting, audit, allocation recovery, and revenue analysis services to the City.

Services shall include the collection and analysis of tax data from applicable governmental agencies, identification and recovery of misallocated tax revenues, preparation of written reports and forecasts, and ongoing advisory support to enhance the City’s tax revenue accuracy and forecasting capabilities.

CONTRACT TERM
The anticipated contract term is five (5) years.

SCOPE OF WORK
A. Sales and Use Tax Services
The Consultant shall perform the following services:
• Collect and analyze City, county, and state sales and use tax data from appropriate governmental agencies and provide comparative and trend analyses relevant to the City. • Audit and analyze the City’s sales and use tax revenue sources to identify trends, risks, anomalies, and opportunities for revenue enhancement.
• Prepare and provide written audited data, analyses, and findings related to sales and use tax trends and economic indicators.
• Coordinate and communicate with appropriate governmental agencies and other entities, including the California Department of Tax and Fee Administration (CDTFA), to confirm filing protocols, resolve reporting issues, and assist in the recovery of misallocat ed tax revenues.
• Prepare and deliver quarterly and annual reports summarizing audit results, computations, findings, and revenue trends.
• Provide technological and analytical capabilities, including access to data analytics and reporting tools, to support City staff with insights related to revenues, budgets, and forecasts. Any such tools shall be provided solely in support of the Services.

B. Transaction Tax (Measure “K”) Analysis and Reporting Services The Consultant shall provide transaction tax analysis, economic analysis, and forecasting services related to Measure “K,” including:
• Preparation of periodic reports identifying changes in taxable sales by individual businesses, business groups, categories, and geographic areas within the City. • Identification and explanation of anomalies or aberrations in reported tax data, including those related to State audits, fund transfers, receivables, late payments, or duplicate payments, and preparation of reconciliation worksheets to assist with budget forecasting. • Establishment and maintenance of a database utilizing CDTFA registration data for businesses located within applicable Measure “K” boundaries and holding seller’s permit accounts.
• Identification, to the extent available, of transaction and use tax allocations associated with such accounts for the most current and immediately preceding reporting periods. • Provision of limited, non- exclusive, non -transferable access for City staff to the Consultant’s web-based sales, use, and/or transaction tax analytical programs containing seller’s permit, registration, allocation, and related data for businesses within the City’s 10 jurisdiction.

C. Allocation and Audit Recovery Services
As mutually agreed upon with the City, the Consultant shall:
• Conduct initial and ongoing sales, use, and transaction tax audits of businesses to identify and correct distribution, reporting, and allocation errors and to assist in recovering misallocated tax revenues.
• Monitor and address common allocation errors, including but not limited to transposition errors, improper consolidation of outlets, formula errors, misreporting of point -of-sale locations, delayed reporting of new outlets, misallocation of use tax payments , and erroneous fund transfers or adjustments.
• Initiate and maintain communications with the CDTFA and relevant business representatives to verify the accuracy of reported tax receipts and local sales activity. • Prepare and submit documentation to the CDTFA to correct identified allocation errors and follow up with the CDTFA and affected businesses to advocate for the recovery of back or prospective tax revenues owed to the City.
• Advise the City when businesses within its jurisdiction are properly reporting taxes but may have opportunities to modify operations or reporting structures in a manner that could increase tax revenues to the City, and collaborate with the City and such businesses as appropriate.

D. Consulting and Optional Advisory Services
Upon request and as needed, the Consultant may provide additional advisory and consulting services, including but not limited to:
• Responding to technical questions related to sales, use, and transaction taxes. • Advising on the utilization of reports and analyses to enhance tax collection and revenue monitoring efforts.
• Preparing sales and transaction tax projections for proposed annexations, economic development initiatives, and budget planning.
• Assisting with the negotiation or review of tax-sharing agreements. • Advising on the establishment of purchasing corporations or similar structures. • Participating in meetings with taxpayers to encourage voluntary compliance and self - assessment.
• Providing guidance on other sales, use, or transaction tax revenue -related matters as requested by the City.

E. Tangible Work Products
As part of the Services, the Consultant shall prepare and deliver the following tangible work products to the City:
• Written audited data, analyses, and findings related to sales and use tax trends and economic statistics.
• Quarterly and annual reports detailing audit computations, compilations, findings, and revenue trends.
• For Measure “K” taxes, periodic reports identifying changes in taxable sales by business, category, and geographic area.
• For Measure “K” taxes, periodic reports to support budget forecasting, including analyses of allocation changes and identification of anomalies related to audits, fund transfers, receivables, and late or duplicate payments.

REVIEW AND ACCEPTANCE
All work products are subject to review and acceptance by the City. The Consultant must revise 11 any work that is not satisfactory without additional charge until it is accepted by the City.

PERFORMANCE EXPECTATIONS
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. Timely delivery of reports.

2. Accuracy and reliability of deliverables.

3. Quality of communication and responsiveness.

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 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 __________________________________ 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.
01007.0001/644685.1 -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:

(Name) (Title)
01007.0001/644685.1 -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 _____________________________, 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.

12 COST FILE
RFP 26-010

SALES AND USE TAX CONSULTING AND AUDIT SERVICES

Important: This Cost File must be completed in full and submitted as a separate attachment through Planet Bids, in addition to entering all pricing line items directly into the Planet Bids system. Failure to submit this completed form as a separate file and to enter pricing in Planet Bids may result in disqualification.

• All prices must include applicable sales tax, delivery fees, and any other associated costs unless otherwise specified.

Section 1: Annual Base Fee – List the annual base fee covering the core services outlined in the Scope of Work.

Contract Year Estimated Annual NTE
Year 1 $
Year 2 $
Year 3 $
Year 4 $
Year 5 $
Total NTE $

Section 2: Optional 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.

Personnel Title
Hourly Rates
Year 1 Year 2 Year 3 Year 4 Year 5
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $
$ $ $ $ $

Section 3: Contingent or Recovery-Based Fees – Propose a breakdown of your anticipated recovery-based fee formula(s), if applicable. 13 Description Rate

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 Planet Bids system is complete and binding; however, final compensation shall be subject to negotiation and approval by the City in accordance with the terms of this RFP. I certify that I have read and understood all requirements of this RFP.

Company Name: ____________________________________________ Authorized Representative (Print): ____________________________________________ Title: ____________________________________________
Signature: ____________________________________________ Date: ____________________________________________
Phone: ____________________________________________
Email: ____________________________________________

CONTRACT SERVICES AGREEMENT
By and Between

CITY OF CARSON
and

HINDERLITER, DE LLAMAS AND ASSOCIATES

01007.0007 2106334.6 -1-

AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF CARSON AND

HINDERLITER, DE LLAMAS AND ASSOCIATES
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 HINDERLITER, DE LLAMAS AND ASSOCIATES , 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 01007.0007 2106334.6 -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.
01007.0007 2106334.6 -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 Eight Hundred Thousand Dollars ($800,000.00) inclusive of 15% and 25% of all amounts recovered under Sections II and III of Exhibit “C” (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8. 01007.0007 2106334.6 -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.
01007.0007 2106334.6 -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:

Andrew Nickerson President/CEO (Name) (Title)
01007.0007 2106334.6 -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 Antonio Velasco, Revenue Manager, 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 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, 01007.0007 2106334.6 -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 01007.0007 2106334.6 -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 01007.0007 2106334.6 -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, 01007.0007 2106334.6 -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 01007.0007 2106334.6 -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 desi gn 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 01007.0007 2106334.6 -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 01007.0007 2106334.6 -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. 01007.0007 2106334.6 -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 C onsultant 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 t he 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 01007.0007 2106334.6 -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 01007.0007 2106334.6 -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 01007.0007 2106334.6 -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]
01007.0007 2106334.6 -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:

HINDERLITER, DE LLAMAS AND
ASSOCIATES, a California corporation
By:

Name: Andrew Nickerson
Title: President/CEO
By:

Name:

Title:

Address: 120 S. State College Blvd., Suite 200
Brea, CA 92821
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. 01007.0007 2106334.6 A-1
EXHIBIT “A”

SCOPE OF SERVICES
I. Consultant will perform the following Services:

Provide professional consulting services related to, and obtain and collect sales , use and transaction tax information from appropriate government agencies and provide all such information to the City. Additionally, Consultant shall audit, analyze, and seek misallocation of monies and provide City written reports and forecasts detailing findings , and ongoing advisory support to enhance the City’s tax revenue accuracy and forecasting capabilities. The foregoing shall include but not be limited to:

A. Sales and Use Tax Services

1. Collect and analyze City, county, and state sales and use tax data from appropriate governmental agencies and provide comparison and trend analyses relevant to the City.

2. Audit and analyze City’s sales and use tax revenue sources to identify trends, risks, anomalies, and opportunities for revenue enhancement.

3. Prepare and provide written audited data, analyses, and findings related to sales and use tax trends and economic indicators.

4. Contact appropriate entity(s) and governmental agency(s). including the California Department of Tax and Fee Administration (CDTFA) to confirm filing protocols, resolve reporting issues, and assist in the recovery of misallocated tax revenues.

5. Prepare and p rovide both quarterly and annual reports summarizing audit results, computations, findings, and revenue trends.

6. Provide technological and analytical capabilities, including access to data analytics and reporting tools, to support City staff with insights related to revenues, budgets, and forecasts. Any such tools shall be provided solely in support of the Services.

B. Transaction Tax (Measure “K”) Analysis and Reporting Services Consultant shall provide transaction tax analysis, economic analysis, and forecasting services related to Measure “K” including:

1. Prepare and provide periodic reports identifying changes in taxable sales by individual businesses, business groups, categories, and geographic areas within the City.

2. Identify and explain anomalies or aberrations in reported tax data, including those related to State audits, fund transfers, receivables, late payments, or 01007.0007 2106334.6 A-2
duplicate payments, and prepare reconciliation worksheets to assist with budget forecasting.

3. Establish and maintain a database utilizing CDTFA registration data for businesses located within applicable “Measure K” boundaries and holding seller’s permit accounts.

4. Identify, to the extent available, transaction and use tax allocations associated with such accounts for the most current and immediately preceding reporting periods.

5. Provide limited, non-exclusive, non-transferable access for City staff to the Consultant’s web- based sales, use, and/or transaction tax analytical programs containing seller’s permit, registration, allocation, and related data for businesses within the City’s jurisdiction.

C. Allocation and Audit Recovery Services

1. Conduct initial and ongoing sales, use, and transaction tax audits of businesses to identify and correct distribution, reporting, and allocation errors and to assist in recovering misallocated tax revenues.

2. Monitor and address common allocation errors, including but not limited to transposition errors, improper consolidation of outlets, formula errors, misreporting of point -of-sale locations, delayed reporting of new outlets, misallocation of use tax payments , and erroneous fund transfers or adjustments.

3. Initiate and maintain communications with the CDTFA and relevant business representatives to verify the accuracy of reported tax receipts and local sales activity.

4. Prepare and submit documentation to the CDTFA to correct identified allocation errors and follow up with the CDTFA and affected businesses to advocate for the recovery of back or prospective tax revenues owed to the City.

5. Advise the City when businesses within its jurisdiction are properly reporting taxes but may have opportunities to modify operations or reporting structures in a manner that could increase tax revenues to the City, and collaborate with the City and such businesses as appropriate.

D. Consulting and Optional Advisory Services (Upon request and as needed)

1. Respond to technical questions related to sales, use, and transaction taxes.

2. Advise on the utilization of reports and analyses to enhance tax collection and revenue monitoring efforts.
01007.0007 2106334.6 A-3

3. Prepare sales and transaction tax projections for proposed annexations, economic development initiatives, and budget planning.

4. Assist with the negotiation or review of tax-sharing agreements.

5. Advise on the establishment of purchasing corporations or similar structures.

6. Participate in meetings with taxpayers to encourage voluntary compliance and self-assessment.

7. Provide guidance on other sales, use, or transaction tax revenue -related matters as requested by the City.

II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City:

A. Written audited data, analyses, and findings related to sales and use tax trends and economic statistics.

B. Both quarterly and annual reports detailing audit computations, compilations, findings, and revenue trends.

C. For Measure “K” taxes – periodic reports identifying changes in taxable sales by business, category, and geographic area.

D. For Measure “K” taxes – periodic reports to support budget forecasting, including analyses of allocation changes and identification of anomalies related to audits, fund transfers, receivables, and late or duplicate payments.

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. As requested by the Contract Officer.

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. Andy Nickerson, President/CEO
B. Bobby Young, Director of Client Services, Project Manager C. Ken Brown, Principal
D. Bret Plumlee, Principal
01007.0007 2106334.6 A-4
E. Robin Sturvidant, Principal
F. Matt Hinderliter, Director of Audit Services
G. Quang Dang, Associate Director of Audit Services
H. Mary Hubbell, Manager of Production Services

01007.0007 2106334.6 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
The Agreement is hereby amended as follows (deletions shown in strikethrough and additions shown in bold italics):

I. Section 2.4 (Invoices) of the Agreement is hereby amended to read in its entirety as follows:
“2.4 Invoices.

Invoices are submitted only for recoveries previously approved by the City. Consultant does not bill for audit revenues until the City has received said monies. Further, if during the billing cycle, a taxpayer receives a refund for overpayment of taxes generated during that cycle, Consultant will credit back any proportionate share of the fee that may have been levied.

Invoices are submitted quarterly after the City has received the revenue from the audit correction. The invoice includes the name, address, and sales tax registration number of each company, and the specific amount of revenue allocated by the CDTFA to the City for those businesses. If a misallocation correction involves additional revenue from a company that had already been partially allocating revenues to the City, the City and Consultant will agree in a Work Authorization, prior to billing, the methodology for identifying the incremental revenue attributable to Consultant’s work.

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.
01007.0007 2106334.6 B-2

II. Section 6.4 (Confidentiality and Release of Information) of the Agreement is hereby amended to read in its entirety as follows:
“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, interrogatories, request for admissions 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.
(e) Section 7056 of the State of California Revenue and Taxation Code specifically limits the disclosure of confidential taxpayer information contained in the records of the California Department of Tax and Fee Administration. Section 7056 specifies the conditions under which a City may authorize persons other than City officers and employees to examine State Sales and Use Tax records. The following conditions specified in Section 7056- (b), (1) of the State of California Revenue and Taxation Code are hereby made part of this Agreement:
(i) Consultant is authorized by this Agreement to examine sales, use or transactions and use tax records of the Department of Tax and Fee Administration provided to City pursuant to contract under the Bradley -Burns Uniform Sales and Use Tax Law Revenue and Taxation Code Section 7200 et. seq.
01007.0007 2106334.6 B-3
(ii) Consultant is required to disclose information contained in, or derived from, those sales, use or transactions and use tax records only to an officer or employee of the City who is authorized by resolution to examine the information.
(iii) Consultant is prohibited from performing consulting services for a retailer, as defined in California Revenue and Taxation Code Section 6015, during the term of this Agreement.
(iv) Consultant is prohibited from retaining the information contained in, or derived from those sales, use or transactions and use tax records, after this Agreement has expired. Information obtained by examination of Department of Tax and Fee Administration r ecords shall be used only for purposes related to collection of local sales and use tax or for other governmental functions of the City as set forth by resolution adopted pursuant to Section 7056 (b) of the Revenue and Taxation Code. The resolution shall designate the Consultant as a person authorized to examine sales and use tax records and certify that this Agreement meets the requirements set forth above and in Section 7056 (b), (1) of the Revenue and Taxation Code.”
01007.0007 2106334.6 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Consultant shall perform the Services described in Exhibit A at the following rates:

Base Audit Recovery Total
Year 1 $18,000.00 $232,000.00 $250,000.00
Year 2 $18,540.00 $231,460.00 $250,000.00
Year 3 $19,096.00 $80,904.00 $100,000.00
Year 4 $19,669.00 $80,331.00 $100,000.00
Year 5 $20,259.00 $79,741.00 $100,000.00
Total $95,564.00* $704,436.00 $800,000.00

*Sales and Use Tax Management Services: $1,200 per month *Transactions and Use Tax Management Services: $300 per month *Plus Annual CPI Adjustment (3% annually from Years 2-5)

II. Sales and Use Tax Recovery Fee
In addition to the fees under Section I above, Consultant shall receive a recovery fee for all new sales and use tax revenue received by the City as a result of audit and recovery work performed by Consultant, at the rate of 15%. This audit fee applies to monies received in the first eight consecutive reporting quarters beginning with receipt of the audit revenue in addition to any retroactive back quarter adjustments obtained by Consultant.

Audit fees are billed only after completion of the audit, submittal of corrections to the CDTFA, and receipt of revenues by the City. 100% of all new revenue generated by Consultant flows to the City after the completion of the eight quarters. The fee constitutes the full reimbursement to Consultant and covers all direct and indirect costs incurred by Consultant under this Agreement , including all employees’ salaries, travel expenses and service contracting costs as well as the software to be delivered to the City.

III. Transaction Tax Audit Services
Consultant will provide audit services for the City’s Transactions and Use Tax Measure K.

The fee for this service is 25% contingency fee against retroactive adjustments only (no prospective billing). Audit fees are billed only after the completion of the audit, submittal of corrections to the CDTFA and receipt of revenue by the City.

IV. 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.

V. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include:
01007.0007 2106334.6 C-2
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.

VI. The total compensation for the Services shall not exceed $800,000.00 inclusive of 15% and 25% of all amounts recovered under Sections II and III of this Exhibit C, as provided in Section 2.1 of this Agreement.

VII. The Consultant’s billing rates for all personnel are attached as Exhibit C-1.

01007.0007 2106334.6 C-3
EXHIBIT “C-1”

RATE SCHEDULE
Rates are the same for Years 1-5:

Hourly Rate
Principal $325
Programmer $295
Senior Analyst $245
Analyst $195

01007.0007 2106334.6 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
I. Consultant shall perform all services timely in accordance with the following schedule:

A. Tasks will be continuous, on-going and as directed by the Contract Officer.

B. The tax reports shall be provided to City as follows:

1. Quarterly Reports – 30 days after quarter end date for California Department of Tax and Fee Administration

2. Annual Reports – 30 days after data is made available by California Department of Tax and Fee Administration
II. Consultant shall deliver the following tangible work products to the City by the following dates.

A. Written audited data, analyses, and findings related to sales and use tax trends and economic statistics.

B. Both quarterly and annual reports detailing audit computations, compilations, findings, and revenue trends.

C. For Measure “K” taxes – periodic reports identifying changes in taxable sales by business, category, and geographic area.

D. For Measure “K” taxes – periodic reports to support budget forecasting, including analyses of allocation changes and identification of anomalies related to audits, fund transfers, receivables, and late or duplicate payments.

III. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.

CITY OF CARSON 701 East Carson Street
Report to Honorable Mayor and City Council
Tuesday, April 7, 2026, 5:00 PM
CONSENT 22. To: Honorable Mayor and City Council From: William Jefferson, Director of Finance FIN Business License Revenue Subject: CONSIDER APPROVAL OF AN AGREEMENT WITH HDL COREN & CONE TO PROVIDEPROPERTY TAX ASSESSMENT REVIEW AND REVENUE RECOVERY SERVICES. (CITY COUNCIL) I. SUMMARY
The City of Carson (“City”) has thousands of properties within its jurisdiction that generate property tax revenues through the Los Angeles County Tax Collector. To ensure accurate valuation and protect this vital revenue source, the City utilizes consulting services to audit and review property tax assessments from the Los Angeles County Assessor’s Office.

On January 22, 2026, the City issued Request for Proposals (RFP) No. 26-011 for property tax assessment review and revenue recovery services. The solicitation closed on February 26, 2026, with one responsive proposal received from HdL Coren & Cone, a firm specializing in property tax analysis and municipal revenue recovery services.

Staff recommends that the City Council approve an agreement with HdL Coren & Cone to provide these services in an amount not to exceed $118,975 plus 25% of net property tax revenues recovered by consultant not to exceed $10,000 over a five-year term. These services are expected to enhance revenue oversight and identify potential under allocated or misreported property tax revenues.

II. RECOMMENDATION
TAKE the following actions:

1. APPROVE contract for professional services with HdL Coren & Cone for property tax assessment review and revenue recovery services for a total agreement amount not to exceed $118,975 plus 25% of net property tax revenues recovered by consultant not to exceed $10,000, for a term of 5 years; and

2. AUTHORIZE the Mayor to execute the contract after approval as to form by the City Attorney.

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

IV. BACKGROUND
To ensure the accurate remittance of property taxes and to safeguard one of the City’s most significant revenue sources, the City of Carson (“City”) contracts with a third-party consultant, HdL Coren & Cone, to provide specialized property tax assessment review, consulting, and revenue recovery services.

HdL Coren & Cone’s current agreement with the City is set to expire on May 17, 2026. In order to maintain continuity of these critical services, the City issued Request for Proposals (RFP) No. 26-011 for Property Tax Assessment Review and Revenue Recovery Services through PlanetBids on January 22, 2026. The solicitation period closed on February 26, 2026, and one responsive proposal was received from HdL Coren & Cone.

The City has maintained a professional relationship with HdL Coren & Cone for over ten years. During this time, the firm has provided a wide range of services including property tax forecasting, revenue analysis, assessment review, and evaluation of property tax appeals to ensure accurate reporting and proper allocation of property tax revenues. These services have been instrumental in identifying discrepancies, recovering under-allocated revenues, and enhancing the City’s ability to monitor and project its property tax performance.

HdL Coren & Cone maintains comprehensive property tax data from 44 California counties, including all cities and successor agency project areas, and serves over 280 public agencies, including the cities of Lakewood, Newport Beach, Torrance, and Long Beach. Their extensive database, analytical tools, and proprietary software systems enable the City to receive detailed, accurate, and timely reports. Additionally, their technology allows for efficient review of parcel data, which has assisted the City in identifying property ownership and assessment discrepancies.

Continuing these services is critical to maintaining strong financial oversight, improving revenue accuracy, and supporting informed fiscal decision-making. Based on HdL Coren & Cone’s experience, performance, and familiarity with the City’s property tax base, staff recommends that the City Council approve an agreement with HdL Coren & Cone to provide property tax assessment review and revenue recovery services.

V. FISCAL IMPACT
There is no additional fiscal impact associated with this action at this time. Sufficient funding for auditing services is included within the Finance Department’s adopted General Fund budget (Account No. 101-60-640-101-6004).

Adequate funding is available for Fiscal Year 2025–2026. Additionally, funding for Fiscal Year 2026–2027 has already been appropriated as part of the City’s adopted budget.

VI. EXHIBITS

1. HdL Coren & Cone Proposal

2. RFP 26-011 Property Tax

3. HdL Coren & Cone Agreement

Attachments
HdL Coren & Cone Proposal.pdf
RFP 26-011 PROPERTY TAX.pdf
Hdl Coren Cone Agreement.pdf
City of
Carson
RESPONSE TO REQUEST FOR PROPOSALS (RFP) #26-011

FOR PROPERTY TAX ASSESSMENT REVIEW AND REVENUE RECOVERY SERVICES February 26, 2026

SUBMITTED BY
HdL Coren & Cone
120 S. State College Blvd., Ste 200
Brea, CA 92821
hdlcompanies.com

CONTACT
Nichole Cone-Morishita
T: 714.879.5000
E: [email protected]

Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 2
I. COVER LETTER AND COMPANY PROFILE ................................................................................................................................ . 03 II. PROPOSER QU ALIFICATIONS ........................................................................................................................................................ 04 III. KEY STAFF AND TEAM ................................................................................................ ..................................................................... 05 IV. PROJECT UNDERSTANDING .......................................................................................................................................................... 07 V. PROJECT APPROACH AND WORK PLAN ................................................................................................................................... 08 EXHIBIT A: REQUIRED GENERAL ATTACHMENTS – ENCLOSED SEPARATELY EXHIBIT B: REDLINED CITY FORM CONTRACT – ENCLOSED SEPARATELY EXHIBIT C: COST FILE - ENCLOSED SEPARATELY

TABLE OF CONTENTS
ADDENDUM ACKNOWLEDGMENT NO. 1 .....................................................................................................................................13 Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 3

COVER LETTER AND COMPANY PROFILE

February 26, 2026

City of Carson
Josilla Togiola, Purchasing Manager
701 East Carson Street
Carson, CA 90745

Dear Ms. Togiola,

Enclosed is our firm’s proposal to Request for Proposals #26-011 to provide property tax management, audit and information services for the City of Carson.

Founded in 1992, HdL Coren & Cone (HdLCC) developed the first computer software in California for tracking county, city and special district property tax revenues. HdLCC was the first in the State to go beyond using parcel data for allocation audits by dev eloping specialized reports and models to assist government agencies by using the data for parcel administration, focused economic development strategies and revenue projections. The staff consists of 14 highly qualified analysts, auditors and information systems technology professionals.

HdLCC currently provides ongoing services to over 2 80 California agencies. The Company maintains annual property tax records for Los Angeles County back to 1992. HdLCC’s experienced team has worked with a number of key county staff and is thoroughly familiar with county property tax procedures in California.

Specific advantages that HdLCC has for performance of the services being sought by the City of Carson include:
• HdLCC maintains property tax data for 44 California counties, including all agencies within those counties. The size of the database plus a sophisticated computer system uniquely qualifies HdLCC to provide the most comprehensive property tax analysis available in California.
• All HdLCC staff works from our centrally located headquarters in Brea, California. The decision to operate out of a single location allows the Company to minimize overhead costs and thereby lower service fees, maximize coordination of client services, protect the Company’s substantial databases and allows for immediate response to reques ts for information or assistance.

We look forward to reviewing this proposal with you in greater detail and demonstrating how our services and software products can benefit the City of Carson.

Sincerely,

Nichole Cone-Morishita,
Chief Financial Officer
HdL Coren & Cone
120 S. State College Blvd., Suite 200
Brea, CA 92821
714.879.5000
[email protected]
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Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 4

PROPOSER QUALIFICATIONS

Company History and Qualifications

HdL Coren & Cone (HdLCC) was founded in 1992 and developed California’s first computerized property tax management program. In addition, the firm provides clients with parcel tax administration and successor agency consulting. HdLCC is a California “C” Corporation which has been serving cities and special districts for over 30 years.

All HdLCC staff work from our centrally located headquarters in Brea, California. The decision to operate out of a single location allows the company to minimize overhead cost s and thereby lower service fees, maximize coordination of client services, protect the company’s substantial databases and allows for immediate response to requests for information or assistance.

HdLCC provides property tax management services to over 2 80 California public agencies. The company consists of a team of seasoned professionals with decades of experience in every aspect of local government including finance, management, auditing, economic development, redevelopment and legislative advocacy. This ensures prompt and knowledgeable response to inquiries and provides for relevant and timely information on issues impacting the City’s property tax.

HdLCC maintains property tax data from 44 California counties, including all cities and successor agency project areas in those counties. Our data resources include 15-30 years of historical data in most counties and the company maintains more than thirty years of annual property tax records for Los Angeles County.

FOUNDED
1992
Property taxes in California have evolved into an extremely complex system that requires experience and expertise to fully monitor. There are two broad categories of property (real and personal), three tax rolls (secured, unsecured and state assessed), and numerous peculiarities such as possessory interest and the distribution of tax revenue from private aircraft. The revenues generated by the property tax system need to be distributed to a myriad of taxing entities including cities, counties, schools, spec ial districts and successor agencies. The company's extensive property tax information systems allow us to perform tax audits and provide information and analysis from a city's property tax data to city staff quickly and accurately.

The firm’s staff have performed thousands of secured and unsecured property tax audits for client agencies over the past twenty-five years and recovered millions of dollars in misallocated property tax revenue. Our management team and staff pride themselves on being highly responsive to client needs and cordial in our contacts with county staff.

This philosophy has served our clients and the company well. This is evident by the fact that 65% of our property tax audit and information services clients have been using our services for more than 10 years and 55% of our clients have been under contract for more than 15 years.

HdLCC is a Corporate Partner of the League of California Cities and California State Association of Counties and works extensively with the State Association of County Auditors, California Society of Municipal Finance Officers (CSMFO) anticipation and planning of programs to strengthen local government revenues, and monitoring of legislative actions which impact local governments.

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Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 5

KEY STAFF AND TEAM

HdLCC staff consists of 1 4 highly qualified analysts, auditors and information systems technology professionals.

Below is a current listing of our key staff:

David Schey – Vice President
David has over 30 years of experience with HdLCC since joining the firm in 1994. His prior experience includes service as Planning Director, Community Development Director and Deputy Director of Redevelopment as well as having provided development and consulting services to municipal clients. As a principal with HdLCC, David has provided client services in connection with tax allocation bonds; property tax and tax increment issues; tax sharing calculation; and analysis of legislative actions. David has spoken at numerous conferences and seminars sponsored by the California Redevelopment Association and the League of California Cities. In addition to his professional work in connection with local government, David served for over six years as a member and chairman of both the Planning Commission and Parks and Recreation Commission. Education: Bachelor of Arts, University of California; Los Angeles, California; Bachelor of Arts, California State University; Long Beach, California; Master of Public Administration, University of Southern California; Los Angeles, California.

Paula Cone - President
After spending 24 years in municipal government in finance and city management , Mrs. Cone completed the development of the first cost -effective and accurate program for identifying , monitoring, auditing and correcting property tax misallocations. In addition, HdLCC provides real estate trending information that has become integral to cities and special districts understanding the impact of changes within their jurisdictions and that translation to revenues received. HdL Coren & Cone provides property tax management, audit and analytical services to more than 2 80 cities and special districts in 44 counties in California. She oversees the day -to-day operation in the company's property tax management, client support, budget forecast projections and client interface. Ms. Cone earned her Bachelor's degree from California State University at Long Beach. She is former Parks and Recreation Director and Assistant City Manager of the City of Lawndale.

Nichole Cone – Vice President
Nichole has over 20 years of property tax analytical and processing experience, and specializes in understanding the data received from Assessor & Auditor, used for secured and unsecured parcel audits, and property tax analysis. Ms. Cone joined HdLCC in 1992. She oversees the acquisition and processing of county assessor and auditor controller data into HdLCC’s database. Preparation and production of property tax reports and client data sets are also under Ms. Cone’s direction. She oversees the staff responsible for the HdLCC Comprehensi ve Annual Financial Report product and fields many of the general day to day client inquires. Ms. Cone was instrumental in our system redesign which closely mirrors the systems used by counties.

Education: Bachelor of Arts, Loyola Marymount University, Los Angeles, California.

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Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 6

KEY STAFF AND TEAM

Darren Hernandez – Principal
Darren joined HdL Coren & Cone as a Principal in January 2021 following a long career in public service. Prior to joining HdLCC, he served with the City of Santa Clarita for seventeen years, first as Director of Administrative Services and subsequently as Deputy City Manager. Among the projects Darren coordinated for Santa Clarita, some include the creation of a citywide Open Space Preservation District; creation of the Santa Clarita Public Library; creation of a citywide Landscape Maintenance District; an d coordination of sixteen annexations of unincorporated territory including negotiation of property tax transfer agreements between the city and Los Angeles County. He also served as a member of the Oversight Board of the Successor Agency. Education: Bachelor of Arts, State University of New York at New Paltz, he studied public finance as a graduate student at the Maxwell School of Citizenship and Public Affairs at Syracuse University.

Joel Hermann – IT Director
In addition to Mr. Hermann supervising and directing our IT staff, and oversight of the HdLCC network and client web application, he designs, implements, and maintains several of HdLCC’s data entry, processing and mining applications. He and his staff also administer City and Special District direct assessments processing for placement on the annual tax roll. He works closely with client City and Special District staff and provides technical support for our client applications. Joel studied Computer Science at the University of California – Riverside, and Data Science at Western Governors University.

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Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 7

PROJECT UNDERSTANDING

HdL Coren & Cone understands Carson’s need to have complete and accurate understanding of the property tax revenues as one of the City’s main sources of revenue. In addition, it is important to have assurances that all property tax revenue that belongs to the City is being taxed and properly remitted to the City. The City also desires to have a consultant that understands the complexities of property taxes who would be able to explain processes or provide reports to illustrate concepts and trends to assist in answering questions that are posed to staff. HdLCC will meet or exceed these requirements. We do not see any challenges to achieving these goals.

HdLCC currently provides ongoing services to over 280 California agencies. The company maintains annual property tax records for Los Angeles County back to 199 2. HdLCC’s experienced team has worked with many key county staff and is thoroughly familiar with county property tax procedures in California.

Specific advantages that HdLCC possesses to perform the services being sought by the City of Carson include:

• HdLCC maintains property tax data for 44 California counties, including all agencies in those counties. The size of the database plus a sophisticated computer system uniquely qualifies HdLCC to provide the most comprehensive property tax analysis available in California.

• HdLCC’s audit team has developed specialized databases and audit techniques and is thoroughly familiar with the County of Los Angeles . This familiarity, and excellent working relationships with County departments, will allow Carson to recover any misallocated property tax revenue in a timely manner.

• HdLCC’s service team is comprised of individuals with extensive experience in property tax assessment, administration, auditing, economic development and financial management. All the firms’ key personnel have worked in or with public agencies and thoroughly understand their challenges and needs. This ensures prompt and knowledgeable response to inquiries and provides for relevant and timely information.

• HdLCC employs a staff of four full-time information technology professionals with expertise in applications development, network design and maintenance, database management and technical support. These staff members continually work on developing and enhancing the firm’s technological capabilities.

• All HdLCC staff works from our centrally located headquarters in Brea, California. The decision to operate out of a single location allows the company to minimize overhead costs and thereby lower service fees, maximize coordination of client services, protect the company’s substantial databases and allows for immediate response to requests for information or assistance.

• HdLCC will provide Carson staff with access to the firm’s web -based property tax software which affords city staff a user-friendly tool for parcel look-up and will display parcel ownership, valuation, sales and building/land characteristic information and links with the County GIS maps.

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Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 8

PROJECT APPROACH AND WORK PLAN

Using HdLCC's custom software, a data set of all parcels in the City or Agency will be established. This data is prepared from the Los Angeles County Lien Date Rolls that is purchased annually in July. HdLCC updates the original County roll with any transfers in ownership, which have occurred between the lien date and the current month and updates the ownership information (name and mailing address), date of transfer, sale price, and document (deed) number monthly.

1. Audit Method and Approach
To achieve the highest audit and recovery results, HdLCC employs the following audit techniques and programs:
a. Identification and Correction of Errors
HdLCC has the technology, methodology and trained staff to analyze all secured parcels and unsecured assessments within the City and Successor Agency to identify costly errors resulting in the misallocation of property taxes.

The company has the ability to audit the secured and unsecured property tax rolls two ways, first reviewing the entire county to find parcels miscoded to other jurisdictions; and second, reviewing the parcels within the city, county or agency to ensure that each is coded to the appropriate taxing entity. To date, we have recovered in excess of $100 million in net revenue for our client agencies in 44 counties statewide. Our advanced technology, accuracy and track record have placed us in a unique position t o be hired by cities to find additional revenues after audits have been performed by prior consultants. In addition, by filing audit results with the County Assessor in a timely manner, we can assure that the repetitive errors from previous years will not continue.

Upon approval of the contract, the company will perform an analysis of the Assessor Rolls to identify all parcels on both the secured and unsecured tax rolls and verify that parcel assessed valuations and the resulting taxes are correctly allocated to the City or its Successor Agency. This analysis is accomplished through the use of specialized computer software, assessor maps, city GIS maps, city records, other pertinent documents, and field investigations. The review will include the lien date secured and unsecured data for the current tax year as well as historical data back for a total of two (2) tax years and be performed no less than every other year.

We also can use the City’s building permit data to compare to identify parcels that have not been reassessed in the expected timeframe. The building permit data must be supplied in an electronic format and contain certificate of occupancy date and Assessor’s Parcel Number for each permit. Since there is no statutory timeframe for the Assessor to reassess property, the list provided will serve as a list of potential parcels that should be inquired about from the appropriate Assessor’s appraiser. Since there is no statutory timeframe for reassessment, we cannot compel them to value a parcel within a specific timeframe.

b. Reports and Analytical Services
HdLCC furnishes a variety of reports detailing property and revenue trends for the entire city and for custom defined geographic areas. These reports can be used for budgeting purposes, planning, economic development and public information. Among the repor ts available are top 25, 50, 100 -property owner/taxpayer listings, multiple ownership properties, non -owner-occupied parcels, identification of property ownership transfers for tracking of reassessments. We also provide the City with quarterly reports of successful, pending and historical assessment appeals.

HdL Coren & Cone will reconcile the annual Auditor/Controller Assessed Valuations Report and will furnish a breakdown of assessed values within the City and Successor Agency .

The identification of escaping revenue through the use of property tax data sets has been a targeted focus for HdLCC during the past 30 years. With the reduction of tax revenues through legislated Educational Revenue Augmentation Fund (ERAF), cities, count ies, agencies and special districts have been focusing on ways to increase the limited resources already stretched thin .

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Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 9

The company will provide the following reports based on the current year lien date rolls and will provide the reports annually, quarterly or monthly as appropriate: Reports are also available from prior years if requested.

• A five -year history of the values within the City, and custom (city defined) geographic areas;
• A listing of the largest value changes, positive and negative between tax years; • An annual parcel listing of properties with parcel number changes between tax years identifying parcel splits and combines;
• A listing of the major property owners for the City including the combined assessed values of their property and property use code designation; • A listing and summary of property transfers which occurred since the lien date ordered by month;
• A listing of parcels that have not changed ownership since the enactment of Proposition 13;
• A comparison of property within the City by county use-code designation; • A multiple year comparison of growth by use code designation over a 5 -year period;
• A listing by parcel of new construction activity to identify non -residential parcels with new construction activity and to provide reports for use in the City's preparation of Proposition 4 and 111 State Appropriation Limit calculations;
• Calculate an estimate of property tax revenue anticipated to be received for the current fiscal year by the City based upon the initial information provided by the County and subject to modification. This estimate shall not be used to secure the indebtedness of the City.
• Analyses based on geo areas designated by the City to include assessed valuations and square footage computations for use in economic analysis and community development planning.
• Tracking of Proposition 8 reductions and restorations • Median sale price data for current year and prior years for comparison • Five-year budget projections for the city general fund , Successor Agency, special districts, and Vehicle License Fee in Lieu revenues . This report is interactive for tax modeling.
• Newsletter summary for public and elected distribution.

c. Information Provided Quarterly or Monthly

• HdL Coren & Cone prepares reports including a listing of property tax appeals filed on properties in the city and former RDA project areas. These reports are prepared for both the City General Fund and Successor Agency and include a history of all appeals filed; the disposition of those appeals, successful appeals, pending appeals, and a report to assist the City/Successor Agency in determining the potential impact of pending appeals.
• A listing of property transfers that have occurred since the last report will be available through the software provided and updated on a monthly basis. This data will include the new owner/seller of the property, new mailing address if not the situs addres s, the date of sale, the sale price when verified, document number, and transaction type.
• The average and median single family sale price report is sent to all clients quarterly and includes the same data for all client agencies within the same County.

Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 10

d. Property Tax Application and Database
HdLCC provides a web-based software application to clients as a user-friendly tool to access the City’s property tax data. HdLCC provides updates to the data portion of the product on a monthly basis to reflect changes in ownership, updated appeals filings, and deed recordings.

As modifications and enhancements are made to the program, clients receive the enhanced version of the software at no additional cost.

Training will be provided to city staff within the first two months after the execution of the agreement for property tax management and audit services and is available annually for new staff members or staff requiring a refresher course. If additional training sessions are required, the fees in the compensation section under hourly fees will be charged.

The help manual available within the program is easy to navigate and user friendly. HdLCC staff is available Monday through Friday, 8 a.m. to 5 p.m. to answer questions and assist staff on the use of the software.

Assistance is available either by phone or via email.

The City will be granted a site license for the application, providing no limit to the number of users. HdLCC will not charge an annual maintenance fee for the software program. Periodically, as the program changes and product enhancements are developed, upgrades or new releases of the software are issued at no additional cost to the client.

e. Successor Agency Services
Successor Agency Services including but not limited to:

• Annual tax increment projections and, as requested, cash flow analysis for the Successor Agency by Project Area.
• Review of Redevelopment Obligation Payment Schedules (ROPS) as requested. • Provide property tax information to the Oversight Board at the direction of the Successor Agency . • Provide access to the Oversight Board to City and former redevelopment agency documents at the direction of the Successor Agency.

Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 11

• Monitor the County distribution of tax -sharing revenues to the taxing entities of the former redevelopment agency.
• Advice and consultation on the City/Successor Agency’s preparation of required reports, such as revenue projections; review of Recognized Obligation Payment Schedules (ROPS), submittals to the Oversight Board and/or County or State agencies, and new or revised legislative requirements. • Analysis of legislative and judicial matters impacting Redevelopment Property Tax Trust Fund (RPTTF) revenues to the Successor Agency and to the City.

f. Proposed Work Plan/Staffing Schedule
The methodology that the company follows in identifying, correcting and recovering property tax errors includes the following:

Task I Establishment of County Data Set
Task II Identify and Correct Errors
Task III Prepare Reports
Task IV Ongoing Analysis
During the term of the contract, we serve as the resource staff to the City on questions relating to property tax. This includes being "on -call" to assist with any property tax issues. On-going consultation would include, but not be limited to inquiries r esolved through use of the City data base. All requests for information based upon the County’s property tax data sets are provided without additional costs. Special reports, additional research, or requests requiring additional computer programming may entail some additional costs. Attendance at City and/or Successor Agency meetings will be billed at our hourly rates. Optional services will only be provided upon written notice to proceed by the City.

Timeline for Property Tax Analysis and Audit Services
• County assessment rolls are purchased annually in July. • The property data program will be available for access via the internet within 30 days of the execution of the agreement. Parcel data will be updated monthly to include the most current ownership information due to parcel transfers.
• The first secured audit will be performed and submitted to the Assessor no later than 60 days from the date of the contract. Future audits will be performed no less than once every two years and submitted no later than March 1st.
• The unsecured audits for the City will be completed and submitted to the County Assessor for corrective action within 120 days of receipt of county rolls. The City will receive file copies of submittals simultaneous with submissions to the County Assessor.
• Data collection from the county assessor's and auditor controller's offices for reports is performed in August and September each year and preliminary reports will be delivered to the City prior to the end of December annually. • The final tax ratio percentages are available from the auditor controller's office annually in February/March. Final reports will be prepared and delivered prior to the end of April annually.

Response to RFP #26-011 for Property Tax Assessment Review and Revenue Recovery Services for the City of Carson 12
g. Legislative Updates
HdLCC monitors and reports on issues related to property tax and coordinates with City Staff in connection with passed and potential property tax legislation and regulations. h. Consultation
Annual reports presented by a principal or associate of the firm to any City staff member interested in the detailed analysis including property tax revenue estimates performed by HdLCC of the City’s annual property assessed values released by the assessor . Since property data is not confidential, these reports can be shared with staff. Understanding the budget implications of the data released in late summer and presented in late Fall is timely for mid-year budget reviews.

HdLCC also serves as the City’s property tax staff for consultation and questions related to budgeting, revenue collection, the mechanics of property tax allocation and potential changes in the legislation that may impact local agencies. Training is provided free of charge on the use of the web -based software which is updated monthly with ownership changes and appeal information where available.

Purchasing Division
701 E. Carson Street
Carson, CA 90745
ADDEND
UM NO. 1 to RFP 26-011 PROPERTY TAX ASSESSMENT REVIEW AND REVENUE

RECOVERY SERVICES
02/23/2026
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
Questions Answers
Has the City previously engaged a
consultant to provide property tax
assessment review and revenue recovery
services? If so, please identify the most
recent fiscal year(s) covered.

Yes, a current consultant is
providing services and has
provided with FY26/27.

Is there a current or incumbent consultant
performing any portion of the services
described in this RFP? If yes, which
services will transition to the new consultant
upon contract award?
HdL Coren & Cone is currently
providing the City with services.

All services will transition to new
consultant
For initial revenue recovery efforts, what
historical tax years does the City anticipate
will be included in the review?
City expects revenue recovery be
based on statute of limitations by
BOE.

Does the City anticipate that the first year of
the contract will require a greater level of
effort than subsequent years due to initial
setup, historical review, or backlog
analysis?
No comment
Will the City provide the consultant with
access to County Assessor and Auditor-
Controller data, or should the consultant
assume responsibility for coordinating data
access?
City expects consultant to have
access to County assessor data.

Will prior County Assessor audit findings,
property tax recovery reports, or
assessment appeal documentation be
made available to the selected consultant?
If so, can you provide the most recent
report.

Information may be granted by
county assessor.

Does the City have an estimated budget
range or prior-year contract amount for the
property tax assessment review and
revenue recovery services described in this
RFP?
No comment
13 14
1 CITY OF CARSON

NOTICE OF REQUEST FOR PROPOSALS (RFP): #26-011

Notice is hereby given that the Purchasing Manager is seeking sealed electronic proposals for:

PROPERTY TAX ASSESSMENT REVIEW AND REVENUE RECOVERY

SERVICES

ISSUE DATE: 01/22/2026
Q&A DEADLINE: 02/05/2026 by 10:00 AM
RFP DEADLINE: 02/26/2026 by 04:30 PM
Register as a vendor and submit electronic responses via Planet Bids:

https://www.planetbids.com/portal/portal.cfm?CompanyID=32461.

No late responses will be accepted. Any response for this solicitation not submitted through Planet Bids is unauthorized and will be considered invalid. Attempts to contact or lobby members of the City of Carson Staff or its Elected Officials during the bidding and evaluation period may result in disqualification. If a job walk, site visit, or pre- bid/pre-proposal meeting is designated as Mandatory above, attendance and sign-in are required for bid eligibility. If designated as Optional, attendance is encouraged.

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

Josilla Togiola, Purchasing Manager

2 A. SUMMARY
The City of Carson (“City”) is seeking proposals from qualified, independent firms to provide professional property tax consulting, audit, revenue recovery, and forecasting services. The selected firm will review County Assessor records, analyze parcel -level valuations, and identify errors, omissions, or misallocations affecting property tax revenues. Services will include preparation and delivery of detailed reports, short- and long-term revenue forecasts, annual and quarterly updates, and specialized anal yses to support fiscal, economic, and community development planning. The firm will also provide access to web -based property tax tools and software for City staff, assist with reassessment tracking, monitor major property tax appeals and Proposition 8 parcels, and advise on legislative and regulatory changes impacting property tax revenues. The ideal proposer must demonstrate extensive experience providing property tax consulting and audit services to municipal governments of comparable size and complexity, with expertise in California property tax law, County Assessor procedures, and revenue recovery strategies.

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

B. BACKGROUND
Incorporated as a general law city on February 20, 1968, the City of Carson became a California charter 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 grow n 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.

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

The City is served by four major freeways—the Harbor (110), San Diego (405), Artesia (91), and Long Beach (710) —and is conveniently near Los Angeles Internat ional Airport, Long Beach Airport, 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.

Known 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. GENERAL 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 Planet Bids. Oral communications or modifications will not be recognized. All addenda released during the solicitation period shall become part of this RFP.

Proposals must be submitted electronically through the City’s online bid management system (Planet Bids) by the specified due date and time. The City reserves the right to take any action 3 deemed to be in its best interest.

Proposals 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 o f ninety (90) calendar days.

No contract shall exist unless and until the City Council formally awards a contract and full execution has occurred. If awarded, the contract is anticipated to be executed within approximately ninety (90) calendar days following the proposal due date; however, additional time may be required to complete a thorough evaluation and negotiation process.

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 Planet Bids directly at (818) 992-1771.

All questions or requests for clarification regarding this RFP must be submitted electronically through Planet Bids 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 Planet Bids 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 Planet Bids 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 Planet Bids 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 4 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 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, without liability of obligation to any proposer.

E. PROPOSAL SUBMISSION
All proposals in response to this RFP must be submitted electronically via Planet Bids 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 format.

It is the sole responsibility of the bidder to ensure sufficient time to prepare, scan, and upload your documents into Planet Bids 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 Planet Bids must be directed to Planet Bids.

Failure to include all required Sections and Attachments may result in a proposal being deemed nonresponsive. All proposals shall include the following, at minimum:

1. Required 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 mailing address shall also be included.
 Proposer 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.
 Key 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 chart.
 Project Understanding – Demonstrate an understanding of the Scope, key goals, and objectives.
 Project Approach and Work Plan – Include a detailed work approach and methodology, incorporating project stages, deliverables, project milestones, project timeline, and any other necessary information required to complete the Scope of Services.  Subcontractor 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 subcontractor’s qualifications, key personnel, primary contact name, phone number, and email.
• 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 5 included in the Proposal, or a substitution has been approved in writing by the City’s Contracting Officer in advance of work performed.

2. Cost File – Attached as Exhibit C
 Cost File
All cost information must be:
• Completed using the official Cost File form provided (Attached as Exhibit C) • Entered directly into the Planet Bids system as line items, if applicable.

Failure to complete both steps may result in your bid being deemed non-responsive. • 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 price. 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, mileage rates, fines, entertainment, advertising, or any other costs deemed inappropriate for reimbursement with public funds.

3. Required 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. • Award 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 result in the City moving to negotiation with another proposer.

F. QUESTIONS AND ADDENDA
Any requests for clarification or other questions must be submitted via Planet Bids 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 question.

Requests submitted for City’s consideration of proposed terms and conditions, including modifications 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 attachment 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 Vendor Portal. All addenda shall become a part of the RFP docum ent requiring both signature and acknowledgment by the proposer. It is the sole responsibility of the bidder to ensure that they 6 have received the entire RFP including any questions, answers, and addenda by visiting the City of Carson Planet Bids Vendor Portal.

G. MINIMUM QUALIFICATIONS/ELIGIBILITY
All proposers must meet the following requirements, at minimum:
 The proposer must be a qualified, independent firm with demonstrated expertise in property tax consulting, auditing, revenue recovery, forecasting, and parcel-level analysis for public agencies.

Licensure as a Certified Public Accounting (CPA) firm is not required unless specifically applicable to the proposer’s business model.
 The proposer must disclose any actual or potential conflicts of interest and certify that no conflicts exist that would impair the firm’s ability to perform the services objectively and in the best interest of the City.
 Demonstrated expertise in California property tax law, County Assessor procedures, property tax appeals, reassessment practices, and municipal revenue allocation.  Relevant Experience: Minimum of five (5) years of experience providing property tax consulting, audit, and revenue analysis services to municipal or other governmental entities of comparable size and complexity, preferably within the State of California.  Technical Expertise: The firm must employ personnel with sufficient training and experience in property tax auditing, valuation analysis, revenue forecasting, and governmental revenue reporting. Key project staff must have direct responsibility for similar municipal engagements.  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 RFP 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 conduct business within the City of Carson, including maintaining a valid City business license and the required insurance coverage for the duration of the contract. A valid City business license and certificate 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
H. PREVAILING 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.

Type of Question Contact Contact Info
Those related to the
Contract
Planet Bids Post directly to Planet
Bids under the “Q&A” tab
Use of Planet Bids Planet Bids (818) 992-1771
City’s Purchasing
Process
Josilla Togiola,
Purchasing
Manager
[email protected],
(310) 952-1758
7 Proposers 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.

Pursuant 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 t he DIR for the locality in which the work is performed, for each craft, classification, or type of worker required.

Prevailing 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 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. PROPOSAL OPENING, DOCUMENT REVIEW, AND AWARD OF CONTRACT Proposals will be evaluated on the basis of the responsiveness to all requirements and provisions of this RFP.

Unless all proposals are rejected, the award shall be made in accordance with the Carson Municipal Code (CMC) Section 2611(c) Professional Services Procurement.

An 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 with the highest-ranked proposer. If negotiations fail to produce an agreement, the City may then negotiate with the next highest-ranked proposer.

The evaluation process may include 1 or 2 phases, at the City’s discretion:

Phase 1 – Proposal Review (Mandatory)
In Phase 1, proposals will be scored based solely on the written submissions according to the following criteria:

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.
20 8

Phase 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 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.

Cost Proposal Reasonableness of proposed costs
relative to the scope, level of effort, and
market conditions. Cost will not be the sole
determining factor.
15 References and Past Performance

10 Total Points Possible 100
9 SCOPE OF SERVICES
RFP 26-011

PROPERTY TAX ASSESSMENT REVIEW AND REVENUE RECOVERY SERVICES

OVERVIEW OF SERVICES
The Consultant shall provide professional property tax consulting, auditing, forecasting, and revenue recovery services to the City. Services shall ensure accurate reporting, maximize property tax revenues, identify potential errors or omissions, and provi de ongoing consultation and support for fiscal and economic planning.

CONTRACT TERM
The anticipated contract term is five (5) years.

SCOPE OF WORK
A. General Services
The Consultant shall:

1. Review the City’s Municipal Code and ordinances related to property tax.

2. Advise City staff on strategies to enhance property tax revenues and recover any lost or misallocated revenue.

3. Evaluate revenue -generating elements of the City’s economic base, including land parcels, major buildings, and other property users.

4. Provide short -term and long -term property tax revenue forecasts, including alternative scenarios for budget and fiscal planning.

5. Provide access to a web-based property tax portal and the City’s CAFR Statistical Section Package annually.

6. Meet with City officials as needed to review findings, recommendations, and reporting results.

B. Property Tax Review and Audit Services
The Consultant shall:

1. Review and analyze property tax records to identify errors, omissions, or deficiencies affecting City revenues.

2. Examine County Assessor rolls (secured and unsecured) to verify parcel valuations, tax allocations, and correct Tax Rate Area assignments.

3. Identify inconsistencies on the unsecured roll, including incorrect mailing addresses, value reductions, or missing data, covering both current and historical tax years where additional revenue is collectible.

4. Document and substantiate errors/omissions to facilitate recovery from prior periods, including applicable interest and penalties; file necessary audit results with the County Assessor in a timely manner.

5. Cross-reference parcels with City building permit activity and project completions to identify properties that should have been reassessed, providing both summary and parcel- level reports.

6. Track and ensure timely reassessments following property transfers or new construction; notify the City and County of any delays.

7. Monitor major property tax assessment appeals and provide recommendations as appropriate.

8. Monitor and analyze Proposition 8 parcels and advise City staff on potential revenue impacts.

9. Provide and maintain software for City staff access to parcel-level property tax data, with 10 training and support, and integrate with City GIS systems as needed.

10. Analyze and reconcile County Assessor valuation reports with Auditor-Controller property tax allocation reports annually or upon request.

11. Prepare annual property tax budget projections and updates for secured, unsecured, in - lieu Vehicle License Fee, and miscellaneous taxes, including administrative costs, pass - throughs, and City share of the 1% General Tax Levy.

12. Provide quarterly updates on property sales transactions and market trends affecting property tax revenue.

13. Generate detailed analytical reports, as requested, in formats such as PDF, Excel, CSV, or Access. Reports may include:
o Parcel listings by value or tax amount
o Pre-Proposition 13 assessments
o Home sales and property transfers
o Market and turnover trends
o Parcel splits/mergers
o Top taxpayers (summary and detail)
o Government-owned, multiple, or absentee-owned parcels o Appeal, foreclosure, and delinquency data
o Non-residential new construction trends
o Comparisons of properties in the City versus redevelopment project areas

C. Reporting, Forecasting, and Legislative Monitoring
The Consultant shall:

1. Meet with City staff annually (preferably in Fall) to review property tax reports and budget projections.

2. Generate specialized reports with historical data spanning 10 years or more.

3. Track bills and pending legislation affecting property tax revenues starting each March and provide monthly summaries, status updates, and impact analyses.

4. Provide the unsecured tax roll to assist the City in identifying personal property owners without business licenses.

5. Advise on additional methods for leveraging County Assessor data and City records to ensure full property tax revenue collection (e.g., business licenses, construction permits, cost-of-service fees).

6. D. Deliverables
The Consultant shall provide:

1. Regular and ad hoc property tax audit and analysis reports, including identified errors, recovery opportunities, and revenue impacts.

2. Short- and long-term property tax revenue forecasts, including alternative scenarios for budget planning.

3. Access to web-based property tax software/portals and training for City staff.

4. Annual and quarterly summaries of market trends, parcel data, and assessed valuations.

5. Reports in City-requested formats (PDF, Excel, CSV, Access) to support fiscal, economic, and community development planning.

REVIEW 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.

PERFORMANCE EXPECTATIONS
The City will monitor consultant performance against the established KPIs. Failure to meet KPIs 11 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. Timely delivery of reports and forecases.

2. Accuracy of property tax data.

3. Quality of analysis and communication.

4. Effectiveness of revenue recovery

5. Compliance with applicable laws and regulations.

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: __________________________