4600003793 (GD) Page 1 of 15
6/2/2026
PROFESSIONAL SERVICES CONTRACT NUMBER: 4600003793
FOR PROVISION OF
THE LANDSCAPE WATER BUDGET PROGRAM
THIS CONTRACT (the "Contract"), is made and entered into this _______ day of ___________, 2026 by and between the Inland Empire Utilities Agency, a Municipal Water District, organized and existing in the County of San Bernardino under and by virtue of the laws of the State of California (hereinafter referred to as "Agency" or “IEUA”), and Waterfluence LLC of Menlo Park, CA (hereinafter referred to as "Contractor"), for the Landscape Water Budget Program.
NOW, THEREFORE, in consideration of the mutual promises and obligations set forth herein, the parties agree as follows:
1. AGENCY PROJECT MANAGER ASSIGNMENT: All technical direction related to this Contract shall come from the designated Project Manager. Details of the Agency's assignment are listed below.
Project Manager: Chris Garcia
Address: 6075 Kimball Avenue
Chino, CA 91708
Telephone: 909-993-1789
Email: [email protected]
2. CONTRACTOR ASSIGNMENT: Special inquiries related to this Contract and the effects of this Contract shall be referred to the following:
Contractor: John Whitcomb
Address: 1460 Mitchell Way
Redwood City, CA 94061
Telephone: 800-800-9519
Email: [email protected]
3. ORDER OF PRECEDENCE: The documents referenced below represent the Contract Documents. Where any conflicts exist between the General Terms and Conditions the governing order of precedence shall be as follows:
A. Amendments to Contract Number 4600003793.
B. Contract Number 4600003793 General Terms and Conditions.
C. Agency Request for Proposal Number RFP-GD-26-004.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED June
9th
4600003793 (GD) Page 2 of 15
6/2/2026
D. Contractor’s Proposal dated May 19, 2026.
4. SCOPE OF WORK AND SERVICES: Contractor services and responsibilities shall include and be in accordance with the following:
A. The Landscape Water Budget Program shall be in accordance with the Agency’s scope of work and services which is attached hereto as Exhibit B and Contractor’s proposal attached as Exhibit A.
B. Contractor shall provide Agency with a Schedule of Work and Services, documenting the anticipated completion of the work within the timeframe set forth in Subsection 4.A., above. The Schedule of Work and Services will be prepared and submitted, to the Project Manager, for review and approval.
C. The Agency may, at any time, make changes to this Contract’s Scope of Work; including additions, reductions, and other alterations to any or all of the Work. However, such changes shall only be made via written amendment to this Contract. The Contract compensation and Schedule of Work and Services shall be equitably adjusted, if required, to account for such changes and shall be set forth within the mutually approved Contract Amendment.
5. TERM: The term of this Contract shall be effective as of July 1, 2026, and continue in effect through June 30, 2028, unless agreed upon by both parties, reduced to writing, and amended to this Contract.
6. PAYMENT, INVOICING, AND COMPENSATION:
A. The Contractor may submit an invoice not more than once per month during the term of this Contract to the Agency’s Accounts Payable Department.
Agency shall pay Contractor's properly executed invoice, approved by the Project Manager, within thirty (30) days following receipt of the invoice.
B. As compensation for the Work performed under this Contract, Agency shall pay Contractor’s monthly invoice, for a total contract price NOT-TO-EXCEED $145,000.00 for all services satisfactorily provided during the term of this Contract.
C. Concurrent with the submittal of the original invoice to the Agency’s Accounts Payable Department, the Contractor shall forward (mail, fax, or email) a copy of the invoice to the designated Project Manager, identified in Section 1, on
D. No Additional Compensation: Nothing set forth in this Contract shall be interpreted to require payment by Agency to Contractor of any compensation specifically for the assignments and assurances required by the Contract, other than the payment of expenses as may be actually incurred by Contractor in complying with this Contract, as approved by the Project Manager.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 3 of 15
6/2/2026
E. Consultant shall invoice the Agency once-monthly with a properly executed invoice. Invoice shall include the name of assigned personnel, the fully burdened hourly billing rate, dates worked, a brief description of the work, project number, as well as the Contract Number 4600003793 for payment. Invoices covering the services for the month of June, must not include billing for any dates worked beyond June 30. Any invoice with dates beyond June 30, will be rejected, requiring revised billing dates and be resubmitted to the Agency. Properly executed invoices will be approved by the Project Manager within thirty (30) days following the receipt of the invoice by IEUA. Payment shall be withheld for any service which does not meet Agency requirements or have proven unacceptable until such service is revised, the invoice resubmitted and accepted by the Project Manager.Consultant’s original invoice shall be submitted electronically to [email protected] . ALL payments shall be made via ACH (Automated Clearing House).
7. CONTROL OF THE WORK: The Contractor shall perform the Work in compliance with the Schedule of Work and Services. If performance of the Work falls behind schedule, the Contractor shall accelerate the performance of the Work to comply with the Schedule of Work and Services as directed by the Project Manager. If the nature of the Work is such that Contractor is unable to accelerate the Work, Contractor shall promptly notify the Project Manager of the delay, the causes of the delay, and submit a proposed revised Schedule of Work and Services.
8. INSURANCE: During the term of this Contract, the Contractor shall maintain, at Contractor's sole expense, the following insurance.
A. Minimum Scope of Insurance: Coverage shall be at least as broad as:
1. Commercial General Liability (“CGL”): Insurance Services Office (“ISO”) Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Contractor has no owned autos, covering hired, (Code 8) and non-owned autos (Code 9), with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation and Employers Liability: Workers' compensation limits as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 4 of 15
6/2/2026
B. Deductibles and Self-Insured Retention: Any deductibles or self-insured retention must be declared to and approved by the Agency. At the option of the Agency, either: the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the Agency, its officers, officials, employees and volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.
C. Other Insurance Provisions: The insurance policies are to contain, or be endorsed to contain, the following provisions:
1. Commercial General Liability, Automobile Liability, and Professional Liability Coverage
a. Additional Insured Status: The Agency, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts or equipment supplied in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10 11 85; or by either CG 20 10, CG 20 26, CG 20 33, or CG 20 38 and CG 20 37 forms if later revisions are used).
b. Primary Coverage: The Contractor's insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the Agency, its officer, officials, employees and volunteers. Any insurance or self-insurance maintained by the Agency, its officers, officials, employees, volunteers, property owners or engineers under contract with the Agency shall be excess of the Contractor's insurance and shall not contribute with it.
c. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the Agency, its officers, officials, employees or volunteers.
d. The Contractor'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.
e. The Contractor may satisfy the limit requirements in a single policy or multiple policies. Any additional policies written as excess insurance shall not provide any less coverage than that provided by the first or primary policy.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 5 of 15
6/2/2026
2. Workers' Compensation and Employers and Professional Liability Coverage
Contractor hereby grants to Agency a waiver of any right to subrogation which any insurer of the Contractor may acquire against the Agency by virtue of the payment of any loss under such insurance.
Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether the Agency has received a waiver of subrogation endorsement from the insurer.
3. All Coverages
Each insurance policy required by this Contract shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the Agency pursuant to Section 14, page 12 of this Contract.
D. Acceptability of Insurers: Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A minus:VII, and who are admitted insurers in the State of California.
E. Verification of Coverage: Contractor shall provide the Agency with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the Agency before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them.
The Agency reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
F. Submittal of Certificates: Contractor shall submit all required certificates and endorsements to the following:
Inland Empire Utilities Agency
Attn: Warren Green
P.O. Box 9020
Chino Hills, CA 91709
and/or
[email protected]
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 6 of 15
6/2/2026
9. FITNESS FOR DUTY:
A. Fitness: Contractor and its Subcontractor personnel on the Jobsite:
1. Shall report to work in a manner fit to do their job;
2. Shall not be under the influence of or in possession of any alcoholic beverages or of any controlled substance (except a controlled substance as prescribed by a physician so long as the performance or safety of the Work is not affected thereby); and
3. Shall not have been convicted of any serious criminal offense which, by its nature, may have a discernible adverse impact on the business or reputation of the Agency.
B. Compliance: Contractor shall advise all personnel and associated third parties of the requirements of this Contract ("Fitness for Duty Requirements") before they enter on the Jobsite and shall immediately remove from the Jobsite any employee determined to be in violation of these requirements.
Contractor shall impose these requirements on its Subcontractors. Agency may cancel the Contract if Contractor violates these Fitness for Duty Requirements.
10. LEGAL RELATIONS AND RESPONSIBILITIES:
A. Professional Responsibility: The Contractor shall be responsible to the level of competency presently maintained by other practicing professionals performing the same or similar type of work.
B. Status of Contractor: The Contractor is retained as an independent Contractor only, for the sole purpose of providing the services described herein, and is not an employee of the Agency.
C. Observing Laws and Ordinances: The Contractor shall keep itself fully informed of all existing and future state and federal laws and all county and city ordinances and regulations which in any manner affect the conduct of any services or tasks performed under this Contract, and of all such orders and decrees of bodies or tribunals having any jurisdiction or authority over the same. The Contractor shall at all times observe and comply with all such existing and future laws, ordinances, regulations, orders and decrees, and shall protect and indemnify, as required herein, the Agency, its officers, employees and agents against any claim or liability arising from or based on the violation of any such law, ordinance, regulation, order or decree, whether by the Contractor, its employees, or subcontractors.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 7 of 15
6/2/2026
D. Subcontract Services: Any subcontracts for the performance of any services under this Contract shall be subject to the written approval of the Project Manager and shall comply with State of California, Department of Industrial Relations, SB 854 requirements.
E. Hours of Labor: The Contractor shall comply with all applicable provisions of California Labor Code Sections 1810 to 1815 relating to working hours. The Contractor shall, as a penalty to the Agency, forfeit $25.00 for each worker employed in the completion of the Contract by the Contractor or by any subcontractor for each calendar day during which such worker is required or permitted to work more than eight hours in any one calendar day and forty (40) hours in any one calendar week in violation of the provisions of the Labor Code.
F. Travel and Subsistence Pay: The Contractor shall make payment to each worker for travel and subsistence payments which are needed to complete the work and/or service, as such travel and subsistence payments are defined in an applicable collective bargaining agreements with the worker.
G. Liens: Contractor shall pay all sums of money that become due from any labor, services, materials or equipment provided to Contractor on account of said services to be rendered or said materials to be provided under this Contract and that may be secured by any lien against the Agency. Contractor shall fully discharge each such lien at the time performance of the obligation secured matures and becomes due.
H. Indemnification: Contractor shall indemnify the Agency, its directors, employees, and assigns, and shall defend and hold them harmless from all liabilities, demands, actions, claims, losses and expenses, including reasonable attorneys’ fees, which arise out of, or are related to, the negligence, recklessness or willful misconduct of the Contractor, its directors, employees, agents, and assigns, in the performance of work under this contract.
In addition to the above, Contractor will indemnify, defend, and hold Agency, its directors, employees, agents, and assigns harmless from all liabilities, losses, damages, claims, penalties, fines, costs, attorney’s fees or other responsibilities incurred by the Agency (an “Indemnified Loss”) as a result of the acts, errors or omissions, whether intentional, negligent or otherwise, of Contractor, its employees, and its Contractors or consultants that result in claims against the Agency by Contractor’s employees, Contractors and/or consultants for employment-related claims including but not limited to claims for wages, benefits, insurances, employee misconduct, workplace hostile environment, wrongful termination, discrimination or retaliation.
Contractor will not be obligated to indemnify, defend or hold harmless Agency for any liabilities, losses, damages, claims, penalties, fines, costs, attorney’s fees or other responsibilities incurred by the Agency( a “NonDocusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 8 of 15
6/2/2026
Indemnified Loss”) as a result of claims made by Contractor’s employees, Contractors and/or contractors against Agency arising out of the negligent, intentional or reckless acts, errors or omissions of Agency and its employees.
I. Conflict of Interest: No official of the Agency, who is authorized in such capacity and on behalf of the Agency to negotiate, make, accept or approve, or to take part in negotiating, making, accepting or approving this Contract, or any subcontract relating to services or tasks to be performed pursuant to this Contract, shall become directly or indirectly personally interested in this Contract.
J. Equal Opportunity: During the performance of this Contract, the Contractor shall not unlawfully discriminate against any employee or employment applicant because of race, color, religion, sex, age, marital status, ancestry, physical or mental disability, sexual orientation, veteran status or national origin. The Agency is committed to creating and maintaining an environment free from harassment and discrimination.
K. Disputes:
1. All disputes arising out of or in relation to this Contract shall be resolved in accordance with this section. The Contractor shall pursue the work to completion in accordance with the instruction of the Agency's Project Manager notwithstanding the existence of a dispute. By entering into this Contract, both parties are obligated, and hereby agree, to submit all disputes arising under or relating to the Contract which remain unresolved after the exhaustion of the procedures provided herein, to independent arbitration. Except as otherwise provided herein, arbitration shall be conducted under California Code of Civil Procedure Sections 1280, et seq., or their successor.
2. Any and all disputes prior to the work starting shall be subject to resolution by the Agency’s Project Manager; and the Contractor shall comply, with the Agency Project Manager instructions. If the Contractor is not satisfied with the resolution directed by the Agency Project Manager, they may file a written protest with the Agency Project Manager within seven (7) calendar days after receiving written directive of the Project Manager's decision. Failure by Contractor to file a written protest within seven (7) calendar days shall constitute waiver of protest, and acceptance of the Project Manager's resolution.
The Project Manager shall submit the Contractor's written protests to the General Manager, together with a copy of the Project Manager's written decision, for his or her consideration within seven (7) calendar days after receipt of the protest-related documents. The General Manager shall make his or her determination with respect to each protest filed with the Project Manager within ten (10) calendar days Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 9 of 15
6/2/2026
after receipt of the protest-related documents. If Contractor is not satisfied with any such resolution by the General Manager, they may file a written request for arbitration with the Project Manager within seven (7) calendar days after receiving written notice of the General Manager's decision.
3. In the event of arbitration, the parties to this contract agree that there shall be a single neutral Arbitrator who shall be selected in the following manner:
a. The Demand for Arbitration shall include a list of five names of persons acceptable to the Contractor to be appointed as Arbitrator. The Agency shall determine if any of the names submitted by Contractor are acceptable and, if so, such person will be designated as Arbitrator.
b. In the event that none of the names submitted by Contractor are acceptable to Agency, or if for any reason the Arbitrator selected in Step (a) is unable to serve, the Agency shall submit to Contractor a list of five names of persons acceptable to Agency for appointment as Arbitrator. The Contractor shall, in turn, have seven (7) calendar days in which to determine if one such person is acceptable.
c. If after Steps (a) and (b), the parties are unable to mutually agree upon a neutral Arbitrator, the matter of selection of an Arbitrator shall be submitted to the San Bernardino County Superior Court pursuant to Code of Civil Procedure Section 1281.6, or its successor. The costs of arbitration, including but not limited to reasonable attorneys' fees, shall be recoverable by the party prevailing in the arbitration. If this arbitration is appealed to a court pursuant to the procedure under California Code of Civil Procedure Section 1294, et seq., or their successor, the costs of arbitration shall also include court costs associated with such appeals, including but not limited to reasonable attorneys' fees which shall be recoverable by the prevailing party.
4. Association in Mediation/Arbitration: The Agency may join the Contractor in mediation or arbitration commenced by a contractor on the Project pursuant to Public Contracts Code Sections 20104 et seq.
Such association shall be initiated by written notice from the Agency's representative to the Contractor.
L. Workers’ Legal Status: For performance against this Contract, Contractor shall only utilize employees and/or subcontractors that are authorized to work Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 10 of 15
6/2/2026
in the United States pursuant to the Immigration Reform and Control Act of 1986.
11. OWNERSHIP OF MATERIALS AND DOCUMENTS/CONFIDENTIALITY: The Agency retains ownership of any, and all, partial or complete reports, drawings, plans, notes, computations, lists, and/or other materials, documents, information, or data prepared by the Contractor and/or the Contractor's subcontractor(s) pertaining to this Contract. Said materials and documents are confidential and shall be available to the Agency from the moment of their preparation, and the Contractor shall deliver them to the Agency whenever requested to do so by the Project Manager and/or Agency representative. The Contractor agrees that all documents shall not be made available to any individual or organization, private or public, without the prior written consent of an Agency representative.
12. TITLE AND RISK OF LOSS:
A. Documentation: Title to the Documentation shall be passed to the Agency when prepared; however, a copy may be retained by Contractor for its records and internal use. Contractor shall retain such Documentation in a controlled access file, and shall not reveal, display, or disclose the contents of the Documentation to others without the prior written authorization of the Agency or for the performance of Work related to the Scope of Work described in this Contract.
B. Material: Title to all Material, field or research equipment, and laboratory models, procured or fabricated under the Contract shall pass to the Agency when procured or fabricated, and such title shall be free and clear of all encumbrances. Contractor shall bear risk of loss of any Material or Agencyowned equipment of which it has custody.
C. Disposition: Contractor shall dispose of items to which the Agency has title as directed, in writing, by the Project Manager and/or an Agency representative.
13. PROPRIETARY RIGHTS:
A. Rights and Ownership: Agency's rights to inventions, discoveries, trade secrets, patents, copyrights, and other intellectual property, including the Information and Documentation, and revisions thereto (hereinafter collectively referred to as "Proprietary Rights"), used or developed by Contractor in the performance of the Work, shall be governed by the following provisions:
1. Proprietary Rights conceived, developed, or reduced to practice by Contractor in the performance of the Work shall be the property of Agency, and Contractor shall cooperate with all appropriate requests to assign and transfer same to Agency.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 11 of 15
6/2/2026
2. If Proprietary Rights conceived, developed, or reduced to practice by Contractor prior to the performance of the Work are used in and become integral with the Work, or are necessary for Agency to have complete control of the Work, Contractor shall grant to Agency a nonexclusive, irrevocable, royalty-free license, as may be required by Agency for the complete control of the Work, including the right to reproduce, correct, repair, replace, maintain, translate, publish, use, modify, copy or dispose of any or all of the Work and grant sublicenses to others with respect to the Work.
3. If the Work includes the Proprietary Rights of others, Contractor shall procure, at no additional cost to Agency, all necessary licenses regarding such Proprietary Rights so as to allow Agency the complete control of the Work, including the right to reproduce, correct, repair, replace, maintain, translate, publish, use, modify, copy, or dispose of any or all of the Work; and to grant sublicenses to others with respect to the Work. All such licenses shall be in writing and shall be irrevocable and royalty-free to Agency.
4. Waterfluence is the owner and shall retain all intellectual property right to the know-how, tools, systems, software, strategies and related technology utilized in providing services under this Agreement.
14. NOTICES: Any notice may be served upon either party by delivering it in person, or by depositing it in a United States Mail deposit box with the postage thereon fully prepaid, and addressed to the party at the address set forth below:
Agency: Warren T. Green
Manager of Contracts and Procurement
Inland Empire Utilities Agency
P.O. Box 9020
Chino Hills, CA 91709
Contractor: John Whitcomb
Waterfluence LLC
1460 Mitchell Way
Redwood City, CA 94061
Any notice given pursuant to this section shall be deemed effective in the case of personal delivery, upon receipt thereof, or, in the case of mailing, at the moment of deposit in the course of transmission through the United States Postal Service.
15. SUCCESSORS AND ASSIGNS: All of the terms, conditions and provisions of this Contract shall take effect to the benefit of and be binding upon the Agency, the Contractor, and their respective successors and assigns. No assignment of the duties or benefits of the Contractor under this Contract may be assigned, transferred, or otherwise disposed of, without the prior written consent of the Agency; and any Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 12 of 15
6/2/2026
such purported or attempted assignment, transfer, or disposal without the prior written consent of the Agency shall be null, void, and of no legal effect whatsoever.
16. PUBLIC RECORDS POLICY: Information made available to the Agency may be subject to the California Public Records Act (Government Code Section 6250 et seq.) The Agency’s use and disclosure of its records are governed by this Act. The Agency shall use its best efforts to notify Contractor of any requests for disclosure of any documents pertaining to this work. In the event of litigation concerning disclosure of information Contractor considers exempt from disclosure; (e.g., Trade Secret, Confidential, or Proprietary) Agency shall act as a stakeholder only, holding the information until otherwise ordered by a court or other legal process. If Agency is required to defend an action arising out of a Public Records Act request for any of the information Contractor has marked “Confidential,” “Proprietary,” or “Trade Secret,” Contractor shall defend and indemnify Agency from all liability, damages, costs, and expenses, in any action or proceeding arising under the Public Records Act.
17. RIGHT TO AUDIT: The Agency reserves the right to review and/or audit all Contractor’s records related to the Work. The option to review and/or audit may be exercised during the term of the Contract, upon termination, upon completion of the Contract, or at any time thereafter up to twelve (12) months after final payment has been made to the Contractor. The Contractor shall make all records and related documentation available within three (3) working days after said records are requested by the Agency.
18. CYBERSECURITY: The Contractor shall execute the agency's Information Security & Privacy Addendum and complete the vendor information security risk assessment questionnaire in order for agency to understand the Contractor's security posture and security controls. In responding to the questionnaire, if the Contractor has identified gaps, Contractor shall promptly address and remedy any identified deficiencies or instances of noncompliance within 3 months, beginning from the date of written notice. In the event, there is a cloud or Software-as-a-Service component to the services provided by the Contractor to the agency, the contractor shall provide a third-party penetration-test (within 6 months) report for the application layer (excluding cloud hosting infrastructure). Critical or high findings must be remediated within 3 months. Failure to demonstrate compliance or to timely correct deficiencies may render this Agreement terminable pursuant to Section 8 of the Information Security & Privacy Addendum
19. INTEGRATION: The Contract Documents represent the entire Contract made and entered into by and between the Agency and the Contractor as to those matters contained in this contract. No prior oral or written understanding shall be of any force or effect with respect to those matters covered by the Contract Documents. This Contract may not be modified, altered, or amended except by written mutual agreement by the Agency and the Contractor.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 13 of 15
6/2/2026
20. GOVERNING LAW: This Contract is to be governed by and constructed in accordance with the laws of the State of California, in the County of San Bernardino.
21. TERMINATION FOR CONVENIENCE: The Agency reserves and has the right to immediately suspend, cancel or terminate this Contract at any time upon written notice to the Contractor. In the event of such termination, the Agency shall pay Contractor for all authorized and Contractor-invoiced services up to the date of such termination, as approved by the Project Manager.
22. FORCE MAJEURE: Neither party shall hold the other responsible for the effects of acts occurring beyond their control; e.g., war, riots, strikes, natural disasters, etcetera.
23. NOTICE TO PROCEED: No services shall be performed or provided under this Contract unless and until this document has been properly signed by all responsible parties and a notice to proceed has been issued to the Contractor by the Project Manager.
24. AUTHORITY TO EXECUTE CONTRACT: The Signatories, below, each represent, warrant, and covenant that they have the full authority and right to enter into this Contract on behalf of the separate entities shown below.
25. DELIVERY OF DOCUMENTS: The Parties to this Contract and the individuals named to facilitate the realization of its intent, with the execution of the Contract, authorize the delivery of documents via facsimile, via email, and via portable document format (PDF) and covenant agreement to be bound by such electronic versions.
The parties hereto have caused the Contract to be entered as of the day and year written above.
INLAND EMPIRE UTILITIES AGENCY: WATERFLUENCE LLC: *A MUNICIPAL WATER DISTRICT _______________________ ________ _________________________ ________ Warren T. Green (Date) John Whitcomb (Date)
Manager of Contracts Executive Director
and Procurement
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 6/9/2026 6/9/2026
4600003793 (GD) Page 14 of 15
6/2/2026
EXHIBIT A
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED
PROPOSAL FOR
LANDSCAPE WATER BUDGET PROGRAM
In Response to RFP-GD-26-004
Submitted By,
May 19, 2026
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 2 of 17
a. Letter of Introduction
We are pleased to submit this proposal to operate a landscape water budget program for the Inland Empire Utilities Agency (IEUA) and its participating retail water suppliers. Waterfluence is designed and built for this project. Our strengths include:
Regional Program Administration. We know how to run and maximize the returns of a large regional program. We currently have four wholesale water agencies administering our program on behalf of their retail water suppliers with a combined service population exceeding 5 million. We understand how to tap into powerful synergies among irrigation stakeholders (e.g., property managers and landscape contractors) that cross over supplier service area boundaries. We know suppliers want leeway to scale the number and type of sites to include in the program. We recognize suppliers need flexibility in how much staff time is devoted to support the program; some suppliers prefer Waterfluence to be turn-key while others devote a full-time staff position to complement and accelerate the program’s success. We know suppliers need simple, consistent program pricing for program budgeting. We do all of this.
Website. We have a polished award-winning website (www.waterfluence.com) hosted on AWS. The website is shared by over 45 water suppliers and 5,000 active users. Suppliers greatly benefit from the function, reliability, stakeholder crossover, and lower cost of using a shared platform. The website includes a customer relationship management (CRM) component enforcing that the sharing of information among account holders and their designated stakeholders (e.g., landscape contractors) follow strict permission rules. In over 20 years of operation, Waterfluence has never had a known violation or complaint about unauthorized sharing of private personal information (PPI). Given the importance of PPI security and our legal responsibilities, Waterfluence has undergone a third-party SOC II security audit to maximize PPI protection and adhere to ongoing practices and training to maintain a secure posture. We also factor in Web Content Accessibility Guidelines (WCAG
2.2) to improve accessibility for users with cognitive, learning, or mobility disabilities and low vision users.
Mapping. We have over 20 years’ experience measuring irrigated areas at over 20,000 landscape sites. Waterfluence staff measure irrigated areas at each site when entering the program based on recent aerial imagery and Street View on the Google Earth Engine cloud platform. We define irrigated areas as the irrigated planting beds with in-ground irrigation systems. Irrigated areas are classified as turf, shrub (e.g., groundcovers, shrubs, and trees), or water features (e.g., pools, ponds, fountains). We factor in multiple imagery layers taken in different seasons (winter and summer) and ground level images by Street View to determine areas masked under mature tree canopy. For quality control, we factor in historical water use to identify and address outliers where the depth of water applied is not realistic; we flag such sites for additional investigation. Maps get updated over time to fix mapping errors and to adjust to evolving landscape changes. We do this in three ways:
1. Stakeholders. The Waterfluence website both displays and allows users to edit their landscape maps online with recent imagery. This proves invaluable as the people Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 3 of 17
maintaining a landscape are often in the best position to improve map accuracy.
Advanced users can create controller maps on the website denoting the irrigated area associated with each irrigation zone to facilitate efficient irrigation operations.
2. Landscape Field Surveys. To resolve complex mapping unknowns, we also perform landscape field surveys. This entails sending an irrigation expert to visit a site and turn on the irrigation system to refine the landscape map. Mapping is only one part of the scope of a field survey, but it sometimes is the only way to resolve facts on the ground.
3. Automated Machine Learning. Waterfluence uses automated machine learning (ML) techniques to detect changes in landscape classification. Waterfluence integrates with the Google Earth Engine platform using four-band (red, green, blue, and near infrared) high resolution imagery. This approach speeds detecting and updating changes in landscape areas over time, such as turf replacements. Regulatory Compliance Reporting. Waterfluence assists our California water suppliers with elements of two relatively new pieces of State of California legislation: Making Water Conservation a California Way of Life (SB 606 & AB 1668) and nonfunctional turf restrictions (AB 1572). Key elements include:
1. CII DIM Irrigated Area Totals. We measure and report the irrigated areas associated with commercial, industrial, and institutional (CII) sites with dedicated irrigation meters (DIMs). Where we have measured 100% of CII DIM landscapes, retailers can report their irrigated area totals to the state as our mapping process has been approved by the State Water Resources Control Board.
2. Special Landscape Areas. We flag areas that qualify (e.g., recycled water) as special landscape areas (SLA) that receive favorable treatment in the legislated water budget.
3. Mixed Use Meters. We have a layered approach of identifying and mapping CII mixed use meter (MUM) sites with greater than 0.5 acres of irrigated landscape. MUM sites can be included on the Waterfluence website.
4. CII BMPs. Waterfluence provides CII best management practice coverage in multiple categories.
5. Nonfunctional Turf. Waterfluence uses both functional and nonfunctional (NFT) turf classifications on its website maps. The details of NFT site certification have not been released by the SWRCB, but Waterfluence is committed to help its users navigate both the understanding and certification involved with AB 1572. Landscape Field Surveys. A field survey consists of us sending out an irrigation expert to a site to refine the site map and water budget assumptions, gather in-depth irrigation scheduling and system diagnostics, and provide actionable recommendations to improve Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 4 of 17
irrigation efficiency. Suppliers pre-approve sites eligible for surveys, if any. The survey is free to customers, but they must accept the field survey offer from the Waterfluence website.
Field surveys complement water use monitoring by troubleshooting complicated irrigation issues and improving the accuracy of water budget inputs with “boots-on-the-ground” observations.
To build IEUA’s enthusiasm in working with Waterfluence, the appendix contains an example annual report for one of our clients. Would IEUA like to see a similar report with its member retail water suppliers?
Waterfluence agrees to be bound by this proposal for 90 days.
John B. Whitcomb, PhD
Executive Director, Waterfluence LLC
2026-05-19
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 5 of 17
b. Table of Contents
COVER ........................................................................................................................................................... 1 a. Letter of Introduction ............................................................................................................................. 2 b. Table of Contents ................................................................................................................................... 5 c. Profile of Firm ......................................................................................................................................... 6 d. Project Team .......................................................................................................................................... 7 e: Scope of Work and Services ............................................................................................................... 11 f: Summary Fee Schedule ....................................................................................................................... 15 Appendix A. Completed Section 4 Forms ............................................................................................. 16 Appendix B. Sample Waterfluence Annual Report .............................................................................. 17 Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 6 of 17
c. Profile of Firm
Waterfluence partners with water suppliers to advance irrigation efficiency at landscape sites. We started in January 2003 after winning a bid with the Bay Area Water Supply & Conservation Agency in California to perform landscape support services. Waterfluence has steadily expanded and currently partners with 46 water suppliers in the western United States. A full list of clients is shown on our homepage at www.waterfluence.com.
Our award-winning website blends technology with water expertise to assist thousands of water customers and their stakeholders in three ways.
MONITOR. At the root is a dashboard comparing actual water use to a budget benchmark for each site. The landscape budget is based on realtime weather and site-specific characteristics. Regular updates help people receive feedback and track progress. These calculations can be complex for site stakeholders to make, so we assist with our irrigationfocused and interactive metrics. Our service includes mapping landscape areas; stakeholders can modify their maps online to improve water budget accuracy and create controller maps to assist with irrigation operations.
INSIGHTS. Beyond identifying potential problems, we use our water expertise to recommend solutions. Our internal algorithms continually analyze water use at each site to identify possible leaks, poor scheduling, and ineffective irrigation equipment. When relevant, we encourage stakeholders to tap water agency rebates to offset improvement costs.
CONNECT. Our website provides a centralized location for stakeholders to better understand, prioritize, communicate, and act on solutions toward the non-controversial goal of improving water efficiency and landscape appearance. Commercial and public irrigation sites frequently have multiple stakeholders, such as property managers, property owners, HOA board members, in-house maintenance staff, and landscape contractors.
Furthermore, these stakeholders are often associated with multiple sites in multiple communities. Our website has specialized customer relationship management (CRM) capabilities to enable stakeholders to securely access and interact with their entire portfolio of sites.
The Waterfluence website is shared by all water suppliers. This scale allows for advanced features and support at a much lower cost than if suppliers created and maintained their own solutions. Our scale also enables us to provide substantial regulatory support; all our California clients are in the same boat regarding SB 606 & AB 1668 and AB 1572. Waterfluence provides innovative and encompassing solutions that significantly reduce water supplier staff time allocated to compliance reporting.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 7 of 17
Waterfluence is designed and built for the CII irrigation ecosystem. Our customer relationship management (CRM) system securely organizes permissions to protect PPI and our legal commitments (e.g., NDAs with suppliers). Because of its importance, Waterfluence has gone through the SOC II security process as audited by an independent third party (https://www.waterfluence.com/security). d. Project Team
Waterfluence is headquartered in Menlo Park CA. We have a robust, tight-knit team of six experts with the capacity to successfully perform the proposed services. John Whitcomb is the founder and Executive Director of Waterfluence and will be the primary point of contact for the City. He also provides secondary support to each of four divisions in Waterfluence to foster integration and provide robustness. Waterfluence has strong quality control procedures, requiring at least two people to review key changes. Our SOC II certification formalizes our operating policies and procedures to maximize data security and the integrity of our organization.
The GIS division is responsible for creating and maintaining landscape map layers across the Waterfluence platform. Our GIS manager, Sofie Holmgren, has worked for Waterfluence since 2013. She has extensive experience working with various aerial imagery sources and GIS platforms. Key contributions include combining the best of John Whitcomb
Executive Director
Sofie Holmgren
GIS Manager
David Baker
Stan Whitcomb
Software Eng.
Chris Willig
Irrigation Expert
Brooke Whitcomb
Communications
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 8 of 17
multiple imagery sources and factoring in principles of landscape architecture to improve map accuracy. She has direct experience creating and reviewing thousands of site maps in California. Sofie works closely with John, who also has a degree in geography and years of GIS experience. In addition, our software engineers interact daily with GIS to render interactive maps on our website. Our field surveyors add sitespecific details to maps. Our communications manager frequently answers stakeholder map questions. Therefore, the whole Waterfluence team hubs around GIS.
Our website division is supported by two software engineers. Our senior engineer, David Baker, has worked with Waterfluence since 2011 as a subcontractor. David, our systems architect, guided Waterfluence through its SOC II security certification. Stan Whitcomb is our full-stack in-house software engineer. He has built AMI hourly water integrations with Badger, Neptune, Master Meter, and Sensus. He is an expert with the Google Earth Engine platform that Waterfluence utilizes to visualize geospatial data; most recently, Stan added a nonfunctional turf landscape classification to our maps to assist with AB 1572.
Our irrigation support division has a built-in process on our website where suppliers can pre-approve sites offered a free on-site field survey. Site stakeholders can then accept a survey where our irrigation expert visits their site to gather in-depth diagnostics and provide practical recommendations to improve efficiency. Our lead field surveyor, Chris Willig, has worked with Waterfluence since its start in 2003. He has conducted over 1,000 surveys for Waterfluence. Chris has unparalleled knowledge and tools to measure flow and turn on all types of irrigation controllers during a survey. His strong relationships within the landscape contractor community accelerate our abilities to schedule surveys, collect data (e.g., controller maps), and constructively collaborate toward actionable improvements.
Our communications division respects that the CII irrigation community is diverse.
Waterfluence is built on stakeholders' differing needs and roles such as property managers, owners, HOA board members, park and school maintenance staff, and landscape contractors. We also know that CII stakeholders are commonly associated with multiple sites across multiple water suppliers. This creates a powerful network effect that we harness throughout our communications. Given our relatively large size, Waterfluence has a full-time communications manager, Brooke Whitcomb, dedicated to maintaining and growing engagement with user stakeholders. Waterfluence is evolving its methods, including using artificial intelligence, to systematically run campaigns and evaluating performance. We find, for example, that leveraging what we know about our landscape contractors can significantly improve inroads with property managers. We also find providing a human touch can be highly effective.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 9 of 17
Waterfluence members have QWEL (John Whitcomb, Brooke Whitcomb) and Irrigation Association Auditor (Chris Willig) certifications.
The biographies of our six key personnel are provided below.
JOHN WHITCOMB, PHD, is Waterfluence’s founder and Executive Director. For over 20 years, John has focused on improving irrigation efficiency at commercial and public landscape sites. John’s recent projects include assisting the City of Morgan Hill identify their mixed-use-meter sites with over ½ acres of irrigated landscape and the City of Fairfield evaluate the suitability of using California DWR/NV5 landscape layer for CII DIM regulatory reporting. John recently presented at the 2024 WaterSmart Innovations conference on Overwatering Drought Tolerant Landscapes with Chris Willig. Prior to Waterfluence, John was a consultant. He managed four projects for the California Urban Water Conservation Council regarding toilet water savings; handbooks on implementing best management practices with large landscapes (BMP 5) and commercial, industrial, and institutional customers (BMP 9); and designing programs to minimize participant “free-riders.” He was also the principal investigator of major studies measuring customer understanding and sensitivity to water pricing in Florida, Texas, the southwestern U.S. (Arizona, California, and Nevada), and Brazil. Dr.
Whitcomb holds a B.A. in Economics and Geography from the University of California, Santa Barbara, and a Ph.D. in Geography and Environmental Engineering from The Johns Hopkins University.
SOFIE HOLMGREN is our GIS Manager. Since 2013, she has handled most of Waterfluence map-related work, from analyzing terrain to digitizing maps. She is well-versed in many GIS platforms and imagery sources. In 2024, Sofie provided GIS support services for CAL FIRE’s Urban and Community Forestry (UCF) program and the California DWR regarding a study to evaluate the relationship between urban tree canopy and urban water use based on 2020 NAIP data. Prior to Waterfluence, Sofie worked at Colorado University Department of Ecology and Evolutionary Biology, where she designed and managed all the fieldwork conducted by the lab. Before moving to the US, she worked at the National Land Survey of Sweden, managing the production of digital information for the Swedish Armed Forces Command & Control systems and Information system. Sofie holds a MS in Earth Sciences from the University of Stockholm, Sweden.
DAVID BAKER has been our senior engineer since 2011. He brings over 20 years of tech / IT / application development experience, combining a generalist’s breadth of knowledge with a keen interest in serving irrigation users. Whether deeply contemplating user experience details, architecting new data pipelines, or exploring new business possibilities, he’s passionate about turning raw computer systems into valuable platforms. David led Waterfluence’s SOC II security certification process in 2023. He also spearheads our secure software development lifecycle and actively monitors Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 10 of 17
evolving security developments / threats for both our platform and the overarching utility cybersecurity space.
When not building the Waterfluence platform, David volunteers in open-source leadership, enjoys training the next generation of software engineers, and consults with aspiring new entrepreneurs. He holds a B.S. in Business Administration (Information Systems) from the University of Colorado, Boulder.
STAN WHITCOMB is our full-stack software engineer. He has 10 years of experience building, testing, and improving software systems for small businesses and startups.
With Waterfluence, Stan created data integrations through API connections and in building from the Google Map Platform; most recently Stan added a nonfunctional turf landscape classification to our maps to assist with AB 1572. Before Waterfluence, Stan worked for companies creating a dating app (Coffee Meets Bagel), a card creation app (Felt), and a mental health website for students (Grit Digital Health). He holds a B.S. in Computer Engineering from Santa Clara University.
CHRIS WILLIG is our horticultural and irrigation expert managing the Waterfluence field survey team since 2003. He has over 40 years of direct experience with large urban landscapes in the Western United States. While personally completing over 1,200 commercial field surveys covering more than 20 square miles of suburban and urban landscaping, he has developed a good sense of water savings potentials and how to achieve them. Chris continues to create software and hardware tools to analyze and document irrigation system problems efficiently. He is certified as a Landscape Irrigation Auditor by the Irrigation Association. Chris earned a BA in Biology from California State University, Northridge, and an MS in Horticulture from the University of California, Davis.
BROOKE WHITCOMB is our Communications Manager. She oversees report distribution, water customer communications, and website user experience (UX) / user interface (UI). Brooke's primary focus is on leading ongoing campaigns to enhance user engagement. She also collaborates with our software engineers to continuously improve the website's usability based on user feedback. Brooke will be spearheading the adoption of AI and other tools to improve performance. Before joining Waterfluence, Brooke worked in investment banking, where she developed strategic financial and marketing materials for successful M&A execution with many mid-sized technology firms. Her experience with high-profile technology investors, C-suite executives, and Big Four consulting and accounting firms positions her to professionalize and modernize strategies for increased engagement and operational success.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 11 of 17
e: Scope of Work and Services
Each IEUA retail water supplier can select the landscape sites to add to the Waterfluence program to best meet their needs. Suppliers can select sites by customer type (commercial, public, residential), source of supply (potable, non-potable), level of water use (e.g., above 500 CCF per year), DIM or MUM, or other factors. Regardless, all sites added will follow the same scope of work and related unit cost fees.
Waterfluence’s project manager will be available, as needed, for coordination meetings (webinars) with IEUA and retail supplier staff to discuss participation options and program details.
A. Site Setup
1. Meters. Agency provides Waterfluence with relevant water meter information including customer, service address with geolocation (latitude & longitude) as available, identification numbers, use type (e.g., irrigation), and source type (e.g., potable or recycled). Waterfluence organizes meters into sites as some sites are supplied by multiple meters.
2. Water Use. Agency provides Waterfluence with at least one year of historical water use for each meter from billing records. Data fields include an identification number (e.g., account number), read date, and water use.
3. Agency Water Costs and Weather. Waterfluence collects water prices for lost dollar calculations including any differences between potable and non-potable sources.
Waterfluence obtains daily weather data (evapotranspiration and rainfall) from local sources (e.g., CIMIS).
4. Landscape Maps. Using the Google Earth Engine cloud platform, Waterfluence creates site boundary polygons based on meter information, county tax assessor parcel maps, and other relevant sources. Waterfluence measures irrigated areas at each participating site based on recent aerial imagery and Street View on the Google platform. Waterfluence defines irrigated areas as the irrigated planting beds with in-ground irrigation systems. Irrigated areas are classified as turf, shrub (e.g., groundcovers, shrubs, and trees), or water features (e.g., pools, ponds, fountains). Mapping factors in multiple imagery layers taken in different seasons (winter and summer) and ground level images by Street View to determine areas masked under mature tree canopy. For quality control, Waterfluence factors in historical water use to identify and address outliers where the depth of water applied is not realistic; the process flags such sites for additional investigation to resolve.
5. Dedicated Irrigation Meter (DIM) Water Budgets. For sites with DIMs, Waterfluence creates landscape water budgets based on the landscape coefficient method using site-specific characteristics (e.g., landscape areas, plant types, shrub density, irrigation efficiency standard, recycled water leaching factor) and daily weather. Agency can change any of the factors for any site via the website.
6. Indoor Water Budgets. For sites including indoor water meters, Waterfluence creates indoor water budgets benchmarked to historical water norms. This is optional.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 12 of 17
7. Mixed Use Meter (MUM) Water Budgets. For sites with MUM, Waterfluence creates budgets based on combining DIM and indoor budget components. Agency can review and adjust the method used to estimate the indoor component of total water use; users can directly adjust indoor water use on the website.
8. Hourly Water Data. If available, Waterfluence integrates with advanced metering infrastructure (AMI) systems to process and display hourly/minute water data on its website. Waterfluence AMI features include hourly and daily charts, leak notifications, and irrigation-centric insights related to day spikes, days-per-week of irrigation, and daytime irrigation.
9. Agency Website Access. Agency staff get online access at www.waterfluence.com with a dashboard and overview map highlighting participating sites. Users can drill down to the details of each site showing annual performance metrics, charts of actual water compared to its water budget, suggested insights including lost dollar calculations, the account holder and other stakeholders, site messages and notifications, interactive landscape map, and water budget calculations. The website also maintains real-time summary statistics and regulatory compliance reporting data.
10. Stakeholder Website Access. Water account holders get online access to www.waterfluence.com with content like agency users but restricted only to their sites.
Waterfluence uses multiple tactics to help onboard account holders by leveraging: 1) agency billing information, 2) account holders already participating in Waterfluence, and 3) the landscape contractor community.
B. Ongoing Maintenance
11. Water Billig Information. At the beginning of each month, Agency forwards Waterfluence a digital file with current account holder information and the previous month’s billed water use for meters in the program. Waterfluence appends new water records to its database and generates updated water budgets. Waterfluence checks for and updates account holder information; old account holders lose access, and new account holders get outreach following the setup process.
12. Stakeholder Notifications. Waterfluence sends monthly email notifications to online site stakeholders after new water use is posted for viewing. Account holders can authorize additional stakeholders such as HOA board members and landscape contractors to access their sites’ information online. Waterfluence investigates email bounce backs for replacements. If hourly water data is available, Waterfluence emails automated alerts when hourly water use exceeds specified thresholds (e.g., continuous use for over 48 hours).
13. Stakeholder Support. Waterfluence provides customer service to all users via website messages, email, webinars, and toll-free telephone number. Stakeholders are encouraged to modify their site maps online to keep them accurate and in conformance with Waterfluence mapping guidelines.
14. Website Maintenance. Waterfluence continuously maintains all features and security of its website.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 13 of 17
15. California Compliance Reporting. Waterfluence assists Agency with California reporting requirements associated with Making Conservation A California Way of Life (SB 606 and AB 1668) and nonfunctional turf restrictions (AB 1572). Assistance includes compiling CII-DIM landscape measurements, denoting special landscape areas (SLA), identifying large landscape MUM sites, documenting services meeting CII BMP requirements, and identification of opportunities to replace nonfunctional turf.
16. Annual Report. For Agencies with over 100 sites in the program, Waterfluence creates an annual report summarizing program performance over the previous calendar or fiscal year.
Topics include summarizing the number of DIM, number of sites, irrigated areas by classification, water applied, and overwatering. Results pivot on customer type (commercial, public, residential) and site size, among other factors. The report documents user engagement, identifying sites with the most overwatering, and multi-year water trends. The report includes California regulatory compliance metrics for the reporting year.
C. Landscape Field Surveys
A landscape field survey entails Waterfluence sending out an irrigation expert to a site to gather in-depth diagnostics, adjust the landscape map, and provide recommendations to improve irrigation efficiency. Field surveys complement water use monitoring by troubleshooting complicated irrigation issues and improving the accuracy of water budget inputs with “boots-on-the-ground” observations.
Agency specifies the maximum number of field surveys, if any, to perform during a year.
Field surveys are free to customers, but the account holder must accept the field survey offer from the Waterfluence website with these conditions: (a) an irrigation expert from Waterfluence may physically access this site to conduct a field survey; (b) to make a goodfaith effort to meet or have a representative meet the irrigation expert at the survey location at mutually agreed upon day and time; and (c) to share the survey results and site information with the water agency financially sponsoring the survey for administrative and evaluation purposes.
17. Targeting and Marketing. Agency preapproves sites eligible to receive a landscape field survey with ability to target surveys at sites with the highest potential water savings.
Waterfluence markets the field survey opportunity to account holders via the website and email notifications. Customers are required to accept the field survey via a click-through agreement. Sites accepting a field survey are added to the Waterfluence field survey queue.
18. Performing Field Surveys. Waterfluence schedules surveys with stakeholders at sites in the field survey queue. The survey includes Waterfluence sending an irrigation expert to:
i. Refine the site map and water budget assumptions.
ii. Operate portions of the irrigation system to evaluate its performance and condition. iii. Document findings related to irrigation scheduling and integrity of the irrigation system (broken or misaligned sprinkler heads, leaks, water pressure, flow rates, matching rotor nozzles).
19. Field Survey Report. Waterfluence documents field survey findings and recommendations in a field survey report (PDF) posted on the Waterfluence website. Waterfluence notifies all site Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 14 of 17
stakeholders when the report is ready to review and addresses any questions with postsurvey support by email, telephone or webinar. Recommendations include:
i. Irrigation scheduling adjustments
ii. Irrigation system improvements including critical repairs and upgrades iii. Landscape modifications or transformations
iv. Potential water savings associated with implementation of recommendations
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 15 of 17
f: Summary Fee Schedule
SUBMITTED SEPARATELY ON PLANETBIDS.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 16 of 17
Appendix A. Completed Section 4 Forms
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 – FORMS
REQUEST FOR PROPOSALS NUMBER RFP-GD-22-004 Page 11
PROPOSAL RATE/FEE SCHEDULE
A. FEE INCLUSION STATEMENT: Offerors shall fully complete this Proposal Price Schedule and return it with their submittal. All proposed prices and fees shall be held firm-fixed throughout the anticipated contract performance period (other than prevailing wage classifications, which shall be paid in accordance with the current year prevailing wage determination as made by the Department of Industrial Relations (DIR)), and shall include costs associated with all equipment, materials, transportation, overhead, travel, profit insurance, sales and other taxes, licenses, incidentals, and all other related costs necessary to provide the required inspection, certification, load testing, and related services.
**Please submit a separate fee/rate sheet per Section 3. Proposal Cost and Fees above** B. EXPEDITED PAYMENT DISCOUNT: Each Offeror shall indicate the availability and the magnitude of any discount related to expedited payment of any or all invoices (i.e. if Net 10, then 2% discount).
i.e., if Net ____, then ___________________% discount
Warrants: On behalf of the afore identified “Contractor” company, the undersigned warrants that the Company has the equipment and manpower necessary to successfully complete the described work within the time frame specified within the “Request for Proposal” and that the Company will be ready and able to begin working under such contract within 5 days of receiving notice, whether written or verbal. The Agency reserves the right to accept the Proposal that it determines to be in the best interests of the Agency and to reject any or all Proposals should it determine that to proceed is not in its best interests.
_______________________________________ ___________________________ Offeror’s Signature Company Name
_______________________________________ ________________________________________ Print Name
_______________________________________ _______________________________________ Title Date
Waterfluence does not propose expedited payment discount. 0 John Whitcomb
Executive Director
Waterfluence
Contractor’s License Number & Type
NA
May 19, 2026
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 - FORMS
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 12
EXCEPTION FORM
Should your firm take exception to ANY of the terms and conditions or other contents provided in the Request for Proposals, submit the following form with your Proposal.
If no exception(s) are taken, enter “NONE” for the first item. Make additional copies of this form if necessary.
Page Number: Section Title:
Paragraph Number: Exception Taken:
__________
Page Number: Section Title:
Paragraph Number: Exception Taken:
Page Number: Section Title:
Paragraph Number: Exception Taken:
Waterfluence is the owner and shall retain all intellectual property rights to the know-how, tools, systems, software, strategies and related technology utilized in providing services under this Agreement.
12 of 16 13. Proprietary Rights
14 of 16 18. Cybersecurity
Change language to require third-party penetration test within 6 months after agreement date.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 - FORMS
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 13
WORKERS' COMPENSATION CERTIFICATE
The Offeror shall execute this form to acknowledge and comply with the requirements of California Labor Code, Sections 1860 and 1861:
I am 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 the provisions of that code, and on behalf of my Contractor, I will comply with such provisions before commencing the performance of the work of any contract entered into.
Signature Company Name
Printed Name Business License Number
Title Date
Waterfluence
John Whitcomb
Executive Director
NA
May 19, 2026
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 - FORMS
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 14
OFFEROR IDENTIFICATION
1. Legal name of Offeror:
2. Street Address:
3. Mailing Address:
4. Business Telephone:
5. Facsimile Telephone:
6. Email Address:
7. Type of Business:
Sole Proprietor Partnership Corporation
Other: _____________________________________________________________ If corporation, indicate State where incorporated: _____________________________
8. Business License number issued by the City where the Offeror’s principal place of business is located.
Number: Issuing City:
9. Federal Tax Identification Number:
10. California Contractor’s License Number: _____________________________________
11. 12.
13. Project Manager’s E-mail Address:
14. Project Manager’s Cell Phone No.: ____________________________________________ Waterfluence LLC
POB 561, Menlo Park CA 94026
(800) 800-9519
NA
[email protected]
Colorado
NA NA
27-4414987
1460 Mitchell Way, Redwood City CA 94061
NA
California DIR (Registration) Number: ________________________________________ Offeror's Project Manager: ________ __________________________________________ _ [email protected]
800-800-9519
LLC
NA
John Whitcomb
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 - FORMS
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 15
REFERENCES AND SUBCONTRACTORS
Provide at least three (3) references for which you would like to be considered, where you or your firm provided similar services within the last five (5) years. (Please copy this form as many times as needed.) COMPANY CONTACT PERSON CITY PHONE NUMBER____
SUBCONTRACTOR(S)
List any sub-Contractors who performed services, on your firm’s behalf, at the referenced project described above.
COMPANY CONTACT PERSON CITY PHONE NUMBER
DIR Registration Number (if applicable):
Business License Number: City:
Insurer:
Brief description of their services:
Valley Water Philip Dolan, Project San Jose CA (408) 630-2205 _____________________ ___
Manager
___________________ _________________ __________
[email protected]
__________
TYPE OF SERVICES PROVIDED (Note: Please attach a “typical” invoice, for the services provided.) Currently providing the same services proposed for IEUA.
Since 2014, Valley Water has administered the Waterfluence program for 9 of its retail water suppliers including the cities of Gilroy, Milpitas, Morgan Hill, Mountain View, Palo Alto, Santa Clara, Sunnyvale, and the San José Municipal Water System and San Jose Water Company.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 - FORMS
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 15
REFERENCES AND SUBCONTRACTORS
Provide at least three (3) references for which you would like to be considered, where you or your firm provided similar services within the last five (5) years. (Please copy this form as many times as needed.) COMPANY CONTACT PERSON CITY PHONE NUMBER____
_____________________ ______________________ _________________ ____________________
SUBCONTRACTOR(S)
List any sub-Contractors who performed services, on your firm’s behalf, at the referenced project described above.
COMPANY CONTACT PERSON CITY PHONE NUMBER
DIR Registration Number (if applicable):
Business License Number: City:
Insurer:
Brief description of their services:
Bay Area Water Supply
and Conservation Agency
Kyle Ramey, Water
Resources Specialist
San Mateo CA (650) 349-3000
[email protected]
TYPE OF SERVICES PROVIDED (Note: Please attach a “typical” invoice, for the services provided.) Currently providing the same services proposed for IEUA.
Since 2003, BAWSCA has regionally administered the Waterfluence program for 9 of its participating member agencies: Alameda County Water District, City of Brisbane, City of Burlingame, City of Hayward, City of Menlo Park, City of Redwood City, City of San Bruno, Estero Municipal Improvement District, and the North Coast County Water Agency.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 - FORMS
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 15
REFERENCES AND SUBCONTRACTORS
Provide at least three (3) references for which you would like to be considered, where you or your firm provided similar services within the last five (5) years. (Please copy this form as many times as needed.) COMPANY CONTACT PERSON CITY PHONE NUMBER____
SUBCONTRACTOR(S)
List any sub-Contractors who performed services, on your firm’s behalf, at the referenced project described above.
COMPANY CONTACT PERSON CITY PHONE NUMBER
DIR Registration Number (if applicable):
Business License Number: City:
Insurer:
Brief description of their services:
Gilbert is the first of 11 water suppliers in the Phoenix Metro subscribing to the Waterfluence program including the Salt River Project, Avondale, Chandler, Goodyear, Liberty, Mesa, Peoria, Queen Creek, Surprise, and Tempe.
Town of Gilbert Jeff Lee, Water Gilbert, AZ 480.503.6878 Conservation Specialist III [email protected]
_____________________ ______________________ _________________ ____________________ TYPE OF SERVICES PROVIDED (Note: Please attach a “typical” invoice, for the services provided.) Currently providing the same services proposed for IEUA.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 - FORMS
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 16
NON-COLLUSION AFFIDAVIT
State of California )
) ss.
County of )
, being first duly sworn, deposes and says
that he or she is , of ("Offeror") the party making
the foregoing Proposal that the Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the Proposal is genuine and not collusive or sham; that the Offeror has not directly or indirectly solicited any other Offeror to put in a false or sham Proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any Offeror or anyone else to put in a sham Proposal, or that anyone shall refrain from bidding; that the Offeror has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the Proposal fee or the Offeror or any other Offeror, or to fix any overhead, profit, or cost element of the Proposal fee, or of that of any other Offeror, or to secure any advantage against the public body awarding the Contract of anyone interested in the proposed Contract; that all statements contained in the Proposal are true; and, further, that the Offeror has not, directly or indirectly, submitted his or her Proposal fee or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, Proposal depository, or to any member or agent thereof to effectuate a collusive or sham Proposal.
_________________________________ _ _______________________________________ Signature Company Name
______________________________________ ________________________________________ Printed Name Business License Number
______________________________________
Title Date
John Whitcomb
Executive Director May 19, 2026
________________________________________
NA
Waterfluence
San Mateo
John Whitcomb
the Executive Director Waterfluence
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 4 - FORMS
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 17
WAIVER / RELEASE OF LIABILITY
I, the undersigned, on behalf of (hereinafter referred to as Contractor), fully understand that the storage or leaving of any and all Contractor owned equipment, materials, and supplies at the Agency’s facilities during the term of the contract, exposes Contractor to the risk of, but not limited to, theft, fire damage, vandalism, water damage, wind damage, and possible personal injury to Contractor’s employees. For the privilege of storing/leaving any and all Contract owned equipment, materials, and supplies at the Agency’s facilities, Contractor agrees to assume any and all such risks.
In consideration of being able to store/leave said equipment, materials, and supplies at the Agency’s facilities, Contractor hereby releases, agrees not to sue, or bring any action against, the Inland Empire Utilities Agency, its officers, employees, agents, representatives, and volunteers for any and all liability, claims, or actions for injury or death to Contractor’s employees, or damage or theft of said property arising out of or in connection with the storage or leaving of said item(s) for whatever cause, including the active or passive negligence of the Inland Empire Utilities Agency, its officers, employees, agents, representatives, and volunteers.
I have carefully read this Waiver/Release of Liability and covenant not to sue, and fully understand its contents, and the possible exposures that Contractor is agreeing to assume.
I am aware that this Waiver/Release of Liability is a full release of any and all liability. I am signing such as the authorized agent of Contractor, and of my own free will.
By:
Representative’s signature Date
_______________________________ ___________________________________ Print Name Title
Approved: ____________________________________
Waterfluence
John Whitcomb Executive Director
May 19, 2026
_______________________________ ___________________________________ Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED IEUA Proposal to RFP-GD-26-004 Page 17 of 17
Appendix B. Sample Waterfluence Annual Report
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED Valley Water
Large Landscape Program
2025 Annual Report
Participating Retail Agencies:
City of Gilroy
City of Milpitas
City of Morgan Hill
City of Mountain View
City of Palo Alto
City of Santa Clara
City of Sunnyvale
San José Municipal Water System
San Jose Water Company
May 10, 2026
Waterfluence LLC
PO Box 561 Menlo Park CA 94026
www.waterfluence.com
(800) 800-9519
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 1
Summary
Since 2014, Waterfluence has partnered with Valley Water and its participating retail water suppliers to improve irrigation efficiency at landscape sites. The number of retail water suppliers in the program has increased over time. In 2025, nine of 13 retail water suppliers within Valley Water’s service area participated in this program including the cities of Gilroy, Milpitas, Morgan Hill, Mountain View, Palo Alto, Santa Clara, Sunnyvale, and the San José Municipal Water System and San Jose Water Company. These retail water suppliers serve 91% of Valley Water’s 1.9 million service population.
The number of landscape sites in the program from each retailer has also increased over time. Prior to 2021, Valley Water included only the largest sites exceeding 1,000 hundred cubic feet (CCF) of irrigation per year. In 2021, Valley Water dropped the threshold to 500 CCF. In 2023, Valley Water dropped the threshold to 200 CCF. In 2025, in part to assist retailers with new California regulatory laws, Valley Water removed all thresholds and Waterfluence now monitors 100% of dedicated irrigation meters (DIM) for the nine retail suppliers.
This report summarizes Valley Water data aggregated over all nine retail suppliers for calendar year 2025.
The appendices contain individual retailer summaries. Key summary points include:
Site Characteristics. Valley Water has 6,433 landscape sites supplied by 8,989 DIM that used 24,748 acre-feet (AF) in 2025. For operational and regulatory reasons, we segment sites into three customer classifications: commercial, public, and residential.
Irrigated Acres. We measured 8,154 acres of irrigated landscape at these sites. Measurements are continuously updated by customers and their stakeholders on our website, by on-site field inspections, and with automated machine learning techniques. We classify 51% of the landscape as turf, predominately associated with public sites such as parks, schools, and golf courses.
Overwatering. We estimate overwatering to be 8,040 AF in 2025 or 32% of all applied water. This is equivalent to an average of 0.99 feet of water over all irrigated areas. Overwatering is higher with commercial and residential sites, smaller sites, and sites not using the Waterfluence website.
Regulatory Compliance. Waterfluence supports retail suppliers with compliance reporting to comply with elements of two new California laws: Making Water Conservation a California Way of Life (SB 606 & AB 1668) and nonfunctional turf restrictions (AB 1572).
Water Trends. Since 2012, the depth of overwatering dropped 37%, and since 2020 by 23%.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 2
About Waterfluence
Founded in 2003, Waterfluence partners with urban water agencies to reduce overwatering at landscape sites through monitoring, insights, and connection.
Monitoring. For each site, we chart how actual water use compares to a budget benchmark. Actual water use comes from meter reads made for billing purposes (monthly or bimonthly). Budgeted water use is a function of site-specific characteristics (landscape areas, plant types, irrigation system) and real-time weather. We map landscape areas and then encourage stakeholders to edit the map online to improve its accuracy and to create a controller map to assist with irrigation operations. Where available, we also monitor hourly and daily water use.
Insights. Monitored water data is channeled through algorithms to generate actionable recommendations. For targeted sites accepting additional help, our irrigation experts conduct on-site landscape field surveys to generate detailed diagnostics. When relevant, we encourage stakeholders to tap available rebates to offset improvement costs.
Connection. Waterfluence is customer facing. Our website provides a centralized location for stakeholders to better understand, prioritize, communicate, and act on solutions toward the noncontroversial goals of improving irrigation efficiency and landscape appearance. Irrigation sites frequently have multiple stakeholders such as property managers, property owners, HOA board members, in-house maintenance staff, and landscape contractors. Furthermore, these stakeholders are often associated with multiple sites in multiple communities. Our website provides a hub for stakeholders to securely access and interact with their portfolio of sites.
Site Characteristics
Waterfluence monitors 100% of the dedicated irrigation meters (DIM) from the nine retailers participating in the program. This totals 6,433 landscape sites supplied by 8,989 DIM; some sites have multiple DIM.
We estimate DIMs irrigate 8,154 acres. Overwatering equals 8,040 AF of a total 24,748 AF applied in calendar 2025 (32%).
Customer Classification and Site Size
We segment sites into three customer classifications: commercial, public, and residential. Commercial includes offices, retail shopping centers, industrial, and all other non-public or non-residential sites. Public includes parks, schools, streetscapes, golf courses, and cemeteries. Residential includes apartments and homeowner associations (HOAs). The purpose of this segmentation is both operational and regulatory.
Commercial and residential landscapes are commonly managed by landscape contractors while public landscapes are commonly managed by in-house maintenance staff. Residential sites have different Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 3
regulatory reporting in California. Valley Water has 50%, 23% and 27% of its sites defined by us as commercial, public, and residential respectively.
We also segment sites into three increments of site size: less than 1 acre, between 1 and 3 acres, and over 3 acres. Site size correlates strongly with efficiency and operational metrics.
Dedicated Irrigation Meters
Calendar Year 2025
Description Commercial Public Residential Total
Number of Meters 3,793 2,154 3,042 8,989
Number of Sites 3,204 1,478 1,751 6,433
Regulatory Special Landscape 491 730 126 1,347
Nonfunctional Turf NA NA NA NA
Irrigated Acres 2,496 3,627 2,031 8,154
Site Average 0.78 2.45 1.16 1.27
Site Size < 1 Acre 850 218 462 1,530
1-3 Acres 891 474 718 2,083
>3 Acres 755 2,935 852 4,541
Landscape Turf 636 2,923 623 4,183
Shrub 1,852 674 1,387 3,913
Water Features 7 30 21 58
Regulatory Special Landscape 719 3,364 248 4,330
Nonfunctional Turf NA NA NA NA
Water Applied Acre-Feet 8,748 8,765 7,234 24,748
Site Size < 1 Acre 3,307 758 2,332 6,398
1-3 Acres 3,091 1,147 2,626 6,865
>3 Acres 2,349 6,860 2,276 11,485
Source Potable 6,036 4,975 6,122 17,133
Non-Potable 2,712 3,790 1,113 7,615
Water Average Applied Feet 3.51 2.42 3.56 3.03
Site Size < 1 Acre 3.89 3.47 5.05 4.18
1-3 Acres 3.47 2.42 3.66 3.30
>3 Acres 3.11 2.34 2.67 2.53
Overwater Applied Acre-Feet 3,949 1,187 2,904 8,040
Site Size < 1 Acre 1,775 360 1,158 3,292
1-3 Acres 1,349 250 1,143 2,741
>3 Acres 826 577 603 2,006
Overwater Average Applied Feet 1.58 0.33 1.43 0.99
Site Size < 1 Acre 2.09 1.65 2.51 2.15
1-3 Acres 1.51 0.53 1.59 1.32
>3 Acres 1.09 0.20 0.71 0.44
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 4
Irrigated Acres
Waterfluence staff measured the irrigated areas at each site when entering the program based on aerial imagery and Street View on the Google Earth platform. We define irrigated areas as the irrigated planting beds with in-ground irrigation systems. Irrigated areas are classified as turf, shrub (e.g., groundcovers, shrubs, and trees), or water features (e.g., pools, ponds, fountains). We factor in multiple imagery layers taken in different seasons (winter and summer) and ground level images by Street View to determine areas masked under mature tree canopy. For quality control, we factor in historical water use to identify and address outliers where the depth of water applied is not realistic; we flag such sites for additional investigation.
Original maps update over time in three ways:
Stakeholders. The Waterfluence website both displays and allows users to edit their landscape maps online. This proves invaluable as the people maintaining a landscape are in the best position to improve map accuracy. Starting in 2024, users can create controller maps on the Waterfluence website denoting the irrigated area associated with each irrigation zone. Accurate controller maps facilitate efficient irrigation operations.
Landscape Field Surveys. To resolve complex mapping unknowns, we also perform landscape field surveys. This entails sending an irrigation expert to visit a site and turn on the irrigation system to refine the landscape map. Mapping is only one part of the scope of a field survey, but it sometimes is the only way to resolve facts on the ground.
Automated Machine Learning. Starting in 2025, Waterfluence uses automated machine learning (ML) techniques to detect changes in landscape classification. Waterfluence integrates with the Google Earth Engine platform using four-band (red, green, blue, and near infrared) high resolution imagery.
This approach speeds detecting and updating changes in landscape areas over time, such as turf replacements.
Valley Water retailers have 8,154 acres of irrigated landscape where 31%, 44% and 25% are associated with commercial, public and residential sites respectively. Large sites dominate, where 56% of total acres are with sites with over 3 acres of landscape. We classify 51% of the landscape as turf, predominately associated with public sites such as parks, schools, and golf courses. We are continuously updating these landscape area estimates; the areas shown in this report are as of April 1, 2026.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 5
Water Applied
Valley Water retailers applied 24,748 AF of water in 2025. Water comes from retailer water meters used for billing purposes. Potable water is 69% and non-potable (recycled) water 31% of the total.
Dividing water applied by irrigated acres provides average depth of water applied. The average water applied is 3.03 feet in 2025. Commercial and residential sites applied more water, 3.51 and 3.56 feet respectively, than public sites at 2.42 feet. Smaller sites also applied a greater depth of water.
Overwatering
Waterfluence creates water budgets for each site based on their site characteristics and daily weather.
Our key performance indicator (KPI) is to reduce overwatering. The total volume of overwatering summed over all monthly records and all sites is 8,040 AF for 2025. This is 32% of total water applied.
The average depth of overwatering is 0.99 feet over all landscape. Overwatering is higher at commercial and residential sites, 1.58 and 1.43 feet respectively, than public sites at 0.33 feet. Overwatering is also much higher at smaller sites. Larger sites tend to be managed with greater operational oversight and irrigation efficiency.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 6
Overwatering varies significantly among sites. Specifically, 748 acres overwater by more than 3 feet in 2025. These 748 acres comprise 9% of total acres but 53% of total overwatering. Waterfluence identifies and targets these low performing sites with additional engagement, landscape field survey offers, and availability of Valley Water financial assistance programs.
Irrigated Acres by Depth of Overwatering
Calendar Year 2025
Description
Irrigated Acres
% of
Acres
Overwater
AF
% of
Overwater
Totals 8,154 100% 8,040 100%
Overwater 0 2,122 26% 0 0%
0 to 1 Feet 3,824 47% 1,219 15%
1 to 2 Feet 983 12% 1,395 17%
2 to 3 Feet 477 6% 1,174 15%
>3 Feet 748 9% 4,252 53%
Regulatory Compliance
Waterfluence assists retail water suppliers with elements of two relatively new pieces of State of California legislation. Making Water Conservation a California Way of Life (SB 606 & AB 1668), was signed into law in 2018 and establishes a new framework for long-term water conservation and drought planning. One of the key requirements for water suppliers is to measure irrigated areas associated with commercial, industrial, and institutional (CII) DIM sites. CII is equivalent to the sum of our commercial and public classifications. Since we have measured 100% of CII DIM landscapes, retailers can report their irrigated area totals (contained in the appendices) to the state as our mapping process has been approved by the State Water Resources Control Board.
A portion of the total irrigated areas are identified as special landscape areas (SLA) as defined by the California Code of Regulations Title 23 Section 969. SLA includes CII DIM irrigable areas associated with edible plants, recreational areas, areas irrigated with recycled water, slopes designed and constructed with live vegetation as an integral component of stability, ponds or lakes receiving supplemental water, botanical gardens, swimming pools and similar recreational water features, and cemeteries built before 2015. SLA gets favorable treatment within the legislation.
Another key requirement regards identifying and reporting landscapes exceeding 0.5 acres supplied by CII mixed use meters (MUMs). MUMs provide water for both indoor and outdoor purposes. Waterfluence assisted the cities of Morgan Hill, Mountain View, and Palo Alto with this task identifying 81 MUM sites with 162 irrigated acres (see appendices). Residential accounts are not included in this MUM requirement.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 7
Mixed Use Meters
Calendar Year 2025
Description Commercial Public Residential Total
Number of Sites 56 25 NA 81
Irrigated Acres 85 77 NA 162
Water Acre-Feet 261 166 NA 427
Water Average Applied Feet 3.07 2.17 NA 2.64
The second piece of legislation, California's AB 1572, was signed into law in 2023 and prohibits irrigating nonfunctional turf (NFT) at governmental sites by January 1, 2027, commercial sites by January 1, 2028, and homeowner associations by January 1, 2029. Turf irrigation can continue where:
Recycled water is used.
Applied to cemeteries or recreational areas such as sports fields, golf courses, playgrounds, picnic grounds, or pet exercise areas.
Necessary to ensure the health of trees and other perennial nonturf plantings, or to the extent necessary to address an immediate health and safety need.
We currently estimate up to 372 acres of commercial and 430 acres of residential NFT may need to be replaced (total of 802 acres). This is an upper bound and assumes all commercial and residential turf irrigated by potable water is NFT; exemptions will lower these NFT acreages as they are determined. In 2024, Waterfluence added the NFT classification to its online landscape maps to inform site stakeholders about the new NFT requirements and to assist water suppliers with exemptions and NFT enforcement.
Complete NFT estimates will be shown in next year’s report.
Stakeholder Engagement
Waterfluence encourages account holders to interact with their site information on our website.
Onboarding tactics include leveraging: 1) account holder billing information, 2) the network effect when stakeholders have multiple sites within Waterfluence, 3) the landscape contractor community, and 4) interactions with account holders with other water efficiency programs. Account holders can add additional stakeholders associated with landscape irrigation at each site including property managers, property owners, HOA board members, in-house maintenance staff, and landscape contractors.
Waterfluence focuses stakeholder engagement on larger sites. For regulatory compliance completeness, Valley Water added 1,503 small DIM sites using less than 200 CCF per year to the program. Waterfluence does minimal outreach to these sites at a lower program cost to Valley Water.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 8
Each month, Waterfluence imports billing data from suppliers and notifies stakeholders when new water information is available for viewing. In 2025, 43% of landscape area at targeted sites was viewed online by at least one stakeholder. Sites actively engaged with Waterfluence had lower overwatering.
Stakeholder Engagement
Calendar Year 2025
Description Commercial Public Residential Total
Irrigated Acres 2,273 3,441 1,891 7,605
Offline 59% 58% 54% 57%
Online 41% 42% 46% 43%
Overwater Average Applied Feet 1.66 0.31 1.36 0.97
Offline 1.70 0.32 1.50 1.02
Online 1.60 0.30 1.19 0.91
The Waterfluence website also serves as a channel of hourly water use measured by advanced metering infrastructure (AMI). Along with leak alerts, the website communicates irrigation centric insights related to day spikes, midday irrigation, and number of irrigation days-per-week. In 2025, Milpitas and Palo Alto integrated their AMI data with Waterfluence for their program sites.
Landscape Field Surveys
Valley Water targets landscape field surveys at sites in most need of additional help. The account holder at pre-approved sites can accept a field survey offer from the Waterfluence website or request a field survey via the Valley Water website. The survey is free to sites and consists of an irrigation expert visiting the site to gather in-depth diagnostics and provide recommendations to improve efficiency. Field surveys complement water use monitoring by troubleshooting complicated irrigation issues and improving the accuracy of water budget inputs with “boots-on-the-ground” observations. In 2024-25, 21 sites received a field survey. Between 2014-15 and 2024-25, 309 sites received a field survey covering 811.7 irrigated acres.
Se
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 9
Landscape Field Surveys
Year Survey Count Acres
2014-15 12 28.3
2015-16 29 91.2
2016-17 25 55.8
2017-18 44 87.8
2018-19 28 164.4
2019-20 36 139.7
2020-21 27 44.2
2021-22 35 52.6
2022-23 23 41.4
2023-24 29 44.5
2024-25 21 62.0
Grand Total 309 811.7
Water Trends
Landscape irrigation is trending downward. Over the last 15 years, the average annual depth of water applied dropped from 3.95 feet to 3.06 feet, a 23% reduction. Water applied dropped dramatically during the 2015-16 statewide drought, rebounded, and since 2020 is down 19%.
The average annual depth of overwatering shows similar patterns. Since 2012, overwatering dropped 37%, and since 2020 by 23%. The downward trend is undoubtedly caused by many factors such as higher water costs, improved irrigation technology, migration towards native and lower-water using plants, and Valley Water assistance programs, such as this one.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 10
All retailers have exhibited the same general water applied and overwatering patterns. The Appendices contains summary statistics for individual retailers.
0.0 1.0
2.0 3.0
4.0 5.0
6.0 2012 2014 2016 2018 2020 2022 2024 Feet
Average Annual Depth
Applied Water Overwatering
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 2025 Annual Report P a g e | 11
0.0 1.0
2.0 3.0
4.0 5.0
6.0 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Feet Average Depth of Water Applied
Gilroy Milpitas Morgan Hill
Mt View Palo Alto San Jose Muni
San Jose Water Santa Clara Sunnyvale
0.0 0.5
1.0 1.5
2.0 2.5
3.0 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Feet Average Depth of Overwatering
Gilroy Milpitas Morgan Hill
Mt View Palo Alto San Jose Muni
San Jose Water Santa Clara Sunnyvale
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED Audit trail
Details
FILE NAME Waterfluence-InlandEmpireUtilitiesAgency Proposal Signed.pdf STATUS Signed
STATUS TIMESTAMP
2026/05/19
17:22:51 UTC
Activity
SENT
[email protected] sent a signature request to:
John Whitcomb ([email protected])
2026/05/19
17:20:39 UTC
SIGNED
Signed by John Whitcomb ([email protected])
2026/05/19
17:22:51 UTC
COMPLETED
This document has been signed by all signers and is complete 2026/05/19
17:22:51 UTC
The email address indicated above for each signer may be associated with a Google account, and may either be the primary email address or secondary email address associated with that account.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED
!!"#$%&&'(&) *&
+&,'#-./-0121-/21-/30,/
456789698:;<9=>9?@989=ABB
C5D>EF7>E@G7>89>G>H9<9=@989=;9=I9G=AJJ
K5LG>MNHG;9O79PM6:=Q9R<9=67896:=Q9RASTBUU
KFN8NG=97>HP:N7Q9FVGPP9W:7;X9>8TXG89=7GPNT8=G>N;F=8G87F>TFQ9=Y9GMT8=GQ9PT;=FV78 7>N:=G>H9TNGP9NG>MF8Y9=8GZ9NTP7H9>N9NT7>H7M9>8GPNTG>MGPPF8Y9==9PG89MHFN8N >9H9NNG=R8F;=FQ7M98Y9=9W:7=9MN9=Q7H9N5[Y9=9G=9>FHFN8NGNNFH7G89M?78YGN\ >99M9MX9987>EN?78Y]^_4TH:N8FX9=GE9>H79NTF=N789=9;=9N9>8G87Q9N5 `G89=VP:9>H9?7PPN9>M7>QF7H9N8F]^_4F>GW:G=89=PRaGN7NVF=HFX;P989M?F=baGN9M F>8Y9>:Xa9=FVX989=N7>8Y9;=FE=GXG>MV79PMN:=Q9RN;9=VF=X9M5 _>78KFN8N?7PPa9V7Z9MVF=V7NHGPR9G=NcUcJ\cdG>McUcd\cB5`G89=VP:9>H97NF;9>8F 8Y=99GMM787F>GPF>9\R9G=F;87F>GP9Z89>N7F>N?78YG>7>VPG87F>GMe:N8X9>85
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED 4600003793 (GD) Page 15 of 15
6/2/2026
EXHIBIT B
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED
REQUEST FOR PROPOSAL
NUMBER RFP-GD-26-004
FOR
THE LANDSCAPE WATER BUDGET PROGRAM
May 6, 2026
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED
TABLE OF CONTENTS
This solicitation package includes the sections and subsections listed below. If any of these items are missing from your solicitation package, please notify the contact identified in Section 1(D).
SECTION 1 – SUBMITTAL INFORMATION 1
A. INTRODUCTION 1
B. DESCRIPTION OF WORK 1
C. SUBMITTAL LOCATION, CLOSING DATE, AND TIME 1
D. INQUIRES 2
E. PRE-PROPOSAL MEETING/JOB WALK 2
F. PROPOSAL FORMAT 2
SECTION 2 – GENERAL INFORMATION 3
A. WAITING PERIOD 3
B. PROPOSAL PREPARATION COSTS 3
C. WITHDRAWAL OF PROPOSAL BEFORE CLOSING 3
D. MISTAKE IN PROPOSAL 3
E. PROPOSAL ACCEPTANCE 3
F. INTERPRETATION OF DOCUMENTS 3
G. PROPOSAL FEES 4
H. CONTRACT REFERENCES 4
I. AWARD CRITERIA 4
J. PUBLIC RECORD 4
K. ACCEPTANCE AND PAYMENT 4
L. INSURANCE 4
M. RELEASE OF LIABILITY 5
N. CONTRACT EXECUTIONS / EXCEPTIONS 5
O. PROPOSAL PRICE 6
P. ENVIRONMENTAL PURCHASING POLICY 6
Q. PROPOSAL INCLUSIONS 6
SECTION 3 – SCOPE OF WORK 7
A. SCOPE OF WORK AND SERVICES 7
SECTION 4 – FORMS 11
PROPOSAL RATE/FEE SCHEDULE 11
EXCEPTION FORM 12
WORKER’S COMPENSATION CERTIFICATE 13
OFFEROR IDENTIFICATION 14
REFERENCES AND SUBCONTRACTORS 15
NON-COLLUSION AFFIDAVIT 16
WAIVER / RELEASE OF LIABILITY 17
SECTION 5 – ATTACHMENTS 18
ATTACHMENT “A” 18
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 1 - SUBMITTAL INFORMATION
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 1
INTRODUCTION: TheInlandEmpireUtilitiesAgency(“Agency”)is a regional wastewater treatment agency and wholesale distributor of imported water to approximately 935,000 people throughout western San Bernardino County. Under the leadership of a directly elected five-member Board of Directors, the Agency is committed to supporting the needs of its service area and safeguarding public health through significant investments in a diverse water supply portfolio, reliable municipal/industrial wastewater collection and treatment services, and other related utility services in a regionally planned and costeffective manner.
As a member agency of the Metropolitan Water District of Southern California (Metropolitan), IEUA provides supplemental water supplies, primarily via the State Water Project (SWP) to the cities of Chino, Chino Hills, Fontana via Fontana Water Company and portions of West Valley Water District, Montclair via Monte Vista Water District, Ontario, Rancho Cucamonga via Cucamonga Valley Water District, and Upland (including San Antonio Water Company). IEUA also replenishes local groundwater supplies with captured rainwater and recycled water produced by IEUA that is later extracted by local water agencies for use as a drinking water supply.
Water recycling is a critical component of the water resources management strategy for IEUA and the Chino Basin. The Agency is responsible for treating 50 million gallons per day of wastewater, on average, received from seven sewering agencies including the cities of Chino, Chino Hills, Fontana, Montclair, Ontario, and Upland, and the Cucamonga Valley Water District. This water is treated to Title 22 regulations set forth by the State Division of Drinking Water and distributed to its retailers for agriculture, municipal irrigation, industrial uses, and groundwater replenishment.
IEUA currently operates five regional wastewater treatment plants: RP-1 (Ontario), RP-2 – Solids (Chino), RP-4 (Rancho Cucamonga), Carbon Canyon Water Recycling Facility (Chino), and RP-5 (Chino).
In conjunction with these facilities, IEUA also maintains and operates:
1. The Chino Desalter I (located in Chino) on behalf of the Chino Basin Desalter Authority, which uses reverse osmosis technology to remove salt and nitrates from groundwater pumped from 14 wells throughout the Chino Basin. It produces 10.9 mgd of highquality drinking water, serving the water needs of approximately 35,000 people.
2. The Inland Empire Regional Composting Facility (located in Rancho Cucamonga) on behalf of the Inland Empire Regional Composting Authority, which uses biosolids from the wastewater treatment process to produce over 230,000 cubic yards of high-quality compost each year for local landscaping and horticultural use, marketed under the name SoilPro.
3. 46 groundwater recharge basins across 19 recharge sites designed to hold stormwater run-off, imported water, and IEUA recycled water to replenish alluvial aquifers and groundwater supply. Through partnership with the Chino Basin Water Conservation District and the San Bernardino Flood Control District, IEUA’s groundwater recharge framework enhances the current reliability of local supplies for a rapidly growing population and is an integral part of the Agency’s local water supply planning efforts.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 1 - SUBMITTAL INFORMATION
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 2
The Agency also prioritizes initiatives that enhance and preserve the quality of life throughout the region, which include investments in local water resources, conservation programs, and renewable energy sources. IEUA advocates for environmental stewardship and offers several free educational resources and outreach programs to inform students and the community on ecological preservation, water awareness, and sustainability.
A. DESCRIPTION OF WORK: The Inland Empire Utilities Agency ("IEUA" or “Agency”) is accepting electronic proposals through PlanetBids for enter name of service. Enter small description of work.
B. SUBMITTAL LOCATION – CLOSING DATE, AND TIME: The Offeror is required to acknowledge addendum posted on PlanetBids after original solicitation posting regarding changes in the original RFP up to and including any changes to the closing date and time and must include any addendum in their submitted proposal. Proposals received after the “closing” date and time indicated will not be accepted. Faxed, emailed or hard copy proposals will not be accepted as this is an electronic only bid submittal through the PlanetBids portal only. Proposals are due May 21, 2026, by 3pm (Pacific Time).
Submittal Closing: May 21, 2026, 3:00pm
Location: PlanetBids (electronic only)
C. INQUIRIES: Inquiries should be submitted via PlanetBids to Greg Dominguez, Contract Administrator II, [email protected]. The cut-off date for submitting questions is 3:00 P.M. May 13. 2026. Questions may be answered and uploaded to PlanetBids as an Addendum to all registered participants.
D. PRE-PROPOSAL MEETING/JOB WALK: There will be no job walk or pre-proposal meeting for this solicitation.
E. PROPOSAL FORMAT: All Proposals shall be submitted as Electronic Files ONLY via PlanetBids. All proposals shall be submitted/uploaded into the response file and any required general attachments via PlaneBids, as either a single PDF file or as multiple, clearly identified PDF files. Offeror shall include sequential page numbers and the Contractor’s initial on each page of their Proposal. A proposal not following the requested format may be deemed non-responsive and eliminated from further consideration. The Proposal shall include a dated cover letter which must be signed by a person authorized to negotiate and execute contracts on behalf of the Offeror and must be binding for a period of ninety (90) days.
NOTE: IT IS THE OFFEROR'S RESPONSIBILITY TO EXAMINE THIS "REQUEST FOR PROPOSAL" SOLICITATION IN ITS ENTIRETY PRIOR TO SUBMITTING A PROPOSAL.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 2 - GENERAL INFORMATION
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 3
A. WAITING PERIOD: All Offerors are alerted that a waiting period of up to ninety (90) days from the date of the Proposal opening may be required before an award is made.
Offeror shall assume full responsibility for the effect of the waiting period on all Proposal prices and terms.
B. PROPOSAL PREPARATION COSTS: The Agency is not, nor shall be, deemed liable for any costs incurred by the Offeror during the preparation, submittal, or presentation of their proposal.
C. WITHDRAWAL OF PROPOSAL BEFORE CLOSING: Any Offeror may request the withdrawal of their submitted proposal by a written request at any time prior to the scheduled proposal due date and time. Upon receiving the written request to withdraw any proposal, the Agency will consider the Offeror’s proposal null and void, and return the proposal to the Offeror unopened. Withdrawal of an Offeror’s proposal will not prejudice Offeror’s re-submittal for this or any future proposal(s). E-mailed Proposals will be sent back to the Contractor via e-mail. The Contractor shall take note that no guarantee will be made concerning opening e-mails prior to the closing date/time, given the informal format of this type of submittal.
D. MISTAKE IN PROPOSAL: Any Offeror may withdraw their Proposal after the Proposal opening, subject to the time restrictions indicated, only if the Offeror can establish to IEUA’s satisfaction, that a mistake was made in preparing the Proposal.
1. An Offeror declaring a mistake must provide a written notice to IEUA within five (5) calendar days following the scheduled closing date, specifying in detail, how the mistake occurred, and how the mistake made the Proposal materially different than as was intended.
2. Withdrawal of the Proposal will only be permitted for mistakes made in the completion of the Proposal. An Offeror who claims a mistake shall be PROHIBITED from submitting further Proposals on the Project in which the mistake in Proposal was claimed. (Public Contract Code 5105).
E. PROPOSAL ACCEPTANCE: IEUA reserves the right to accept or reject any or all Proposals, or waive any informality(s) in any Proposal, if such action is deemed to be in the best interest of IEUA. Additionally, be advised that if all valid Proposal prices received are found to exceed the budget appropriated for this project, IEUA may reject all Proposals.
F. INTERPRETATION OF DOCUMENTS: During the Proposal solicitation period, should an Offeror find discrepancies or omissions in the specifications of the "Request for Proposals," or should the Offeror be in doubt as to their interpretation, the Offeror shall immediately notify the contact indicated in Section 1(C). Should it be found necessary, an addendum will be posted on PlanetBids. Any addenda issued prior to the scheduled Proposal closing date and time, shall form a part of this solicitation and shall become a part of the submitted Proposal.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 2 - GENERAL INFORMATION
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 4
G. PROPOSAL FEES: Offeror’s shall submit a fully-burdened fee schedule, for each task or specific skill category required to provide the Contractor’s Services, clearly identifying the firm’s staff classifications by category, by hourly billing rates, and any associated administrative costs.
H. CONTRACT REFERENCES: Using the References form included in Section 4, each Offeror shall provide a list of at least three (3) references from clients that have engaged the Offeror, for which similar work has been performed, within the last five (5) years. Include the reference names, contact person(s), telephone numbers, email address, business physical address, and brief description of the specific services provided.
I. AWARD CRITERIA: The following criteria will be used in the rating process for the proposals submitted; to determine the selection of the successful Offeror(s):
1. Past record of performance in providing similar services (prior projects or engagements).
2. Experience of personnel (individual or company history, years in business, licenses, certifications, other personnel qualifications).
3. Proposed staffing plan and methodology.
4. References.
5. Exceptions taken to the proposed contract terms.
6. Project fee schedule, rate structure.
J. PUBLIC RECORD: Be advised that all information contained in proposals submitted in response to this solicitation, shall become a matter of public record, be subject to the California Records Act of 2004 (Government Code Section 6250 et seq.), and the information’s use and disclosure are governed by this Act.
K. ACCEPTANCE AND PAYMENT: The selected Offeror’s invoice(s), subsequent to the completion of a valid and binding contract, shall include a specific reference to the Contract Number, the associated Purchase Order number, and be accompanied by detailed supporting documentation. The Agency shall pay the Offeror’s properly executed invoice, subject to approval by the Project Manager, within thirty (30) days following receipt of the invoice.
L. INSURANCE: The Contractor shall furnish IEUA with certificates of insurance and with original endorsements effective coverage required by IEUA for themselves and all subcontractors, prior to commencing work or allowing any subcontractor to commence work under any subcontract. The certificates and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. All certificates and endorsements are to be approved by IEUA before work commences. IEUA reserves the right to require complete. Certified copies of all required insurance policies, at any time. The minimum scope of insurance required:
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 2 - GENERAL INFORMATION
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 5
1. General Liability: Insurance Services Office (ISO) Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence $2,000,000 aggregate. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Contractor has no owned autos, covering hired, (Code 8) and nonowned autos (Code 9), with limit no less than $1,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation and Employers Liability: Workers' compensation limits as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
For Workers' Compensation and Employers Liability Coverage, the insurer shall agree to waive all rights of subrogation against IEUA, its officers, officials, employees, volunteers, property owners or engineers under contract to IEUA for losses arising from work performed by the Entity for IEUA. Original Waiver of Subrogation endorsement must be furnished to IEUA.
4. Professional Liability (Errors and Omissions): Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.
M. RELEASE OF LIABILITY: The selected Offeror shall execute a Release of Liability form.
Contractor Agrees and understands that the Contractor’s personal property, if left at any of the Agency’s sites, during the course of the Work, may be exposed to the risk of, but not limited to theft, fire damage, water damage, and wind damage; for which the Contractor agrees to assume any and all such risk, and consequences as a result thereof. The Contractor shall be responsible for the completion of the Agency’s Waiver/Release of Liability form (see Section 4) as part of a complete proposal.
N. CONTRACT EXECUTION(S) / EXCEPTIONS: The selected Offeror shall execute a contract with the Agency which establishes the terms and conditions covering the services provided. A sample of the Agency’s standard contract will be provided as an attached document in PlanetBids. Thus, the Offeror is encouraged to carefully review and consider the sample contract. The Offeror must advise the Agency of any exceptions to the contract’s content or to the content of the RFP. An Exceptions Form is provided within this document in Section 4.
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 2 - GENERAL INFORMATION
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 6
O. PROPOSAL PRICE: The Offeror’s proposed price(s) shall be indicated on the Summary Fee Schedule located within this document. Each Offeror must fully complete all parts of the Summary Fee Schedule, or their Proposal may be rejected. Be advised that, at any time, the Agency may require the Offeror to further itemize/detail components of proposed prices and/or invoices; i.e. labor, materials, travel expenses, sales taxes, freight charges, etc.). If the Offeror desires to convey clarifications/explanations to the information presented on the Proposal Price Schedule, an addendum page(s) may be attached thereto. For each Proposal item, all cost including overhead, burden, administration, supervision, etcetera, shall be evenly weighted so that work may be added or deducted, at the discretion of the Inland Empire Utilities Agency, with no adjustment to the unit costs submitted.
P. ENVIRONMENTAL PURCHASING POLICY: The Goal of IEUA is to reduce global warming and other environmentally harmful effects generated by its operations, its operational protocols, and its capital improvement projects. In this endeavor, the terms and conditions of all IEUA solicitations encourage, whenever possible and practical, the proposal for products and services that are proven beneficial to the environment. Examples for this Project would be projects manufactured with recycled steel, recycled plastics, and vehicles fueled with natural gas or propane versus gasoline or diesel fuel. The Offerors, in their proposals should present (and explain) the efforts they will be employing on the Project that move the Agency closer to its sustainability goals.
Q. PROPOSAL INCLUSIONS: The Request for Proposal documents shall be returned in their entirety, with all applicable portions fully completed by the Contractor. Each page shall be sequentially numbered and initialed by the Contractor. (This space intentionally left blank.)
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 3 - SCOPE OF WORK
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 7
A. SCOPE OF WORK AND SERVICES: The Scope of Work for the Landscape Water Budget shall include, but not be limited to, the following:
1. Program Description
The Inland Empire Utilities Agency (IEUA) invites all prospective bidders to submit a proposal to provide services for the administration and implementation of the Landscape Water Budget Program (Program) for the Inland Empire Utilities Agency and its retail water agencies (customer agencies), which include the Cities of Chino, Chino Hills, Ontario, Upland, and the Cucamonga Valley Water District, Fontana Water Company, Monte Vista Water District, and West Valley Water District. IEUA is seeking a qualified firm to reduce irrigation inefficiencies at Commercial, Industrial, and Institutional (CII) sites by determining CII site-specific irrigation budgets, compiling and reporting water use for CII sites, performing CII landscape irrigation surveys, and tracking all budgets, reports, and findings on an online tracking database.
California Senate Bill (SB) 555 sets Annual Reporting and Water Loss Standards for water providers. Additionally, Assembly Bill (AB) 1668, Senate Bill 606, and the Making Conservation a California Way of Life regulations set standards for calculating a retail water agency's Urban Water Use Objective. To assist its customer agencies in complying with state regulations, IEUA is seeking a firm to provide services in calculating CII outdoor water budgets for high water users. Depending on the needs of participating customer agencies, they may sign up for any of the services available to them through this Program. IEUA is seeking a capable, well-rounded firm that may complete all of the services below.
2. Program Tasks: Please read all three tasks.
Task 1: Initial Water Use Report – The Contractor shall prepare an Initial Water Use Report for each participating site. Reports shall include the following elements:
A. Site identification and data sources
i. Site identification, including customer account numbers, meter numbers, and service addresses
ii. Identification of all data sources used (billing data, GIS layers, aerial imagery, etc.) B. Site map and GIS Data – The Contractor shall consider and include the following elements:
i. Site map illustrating landscape boundaries, landscape area classifications (e.g., hydrozones, landscape type), locations of major irrigation infrastructure (water meters, irrigation controllers, irrigation valves)
ii. Use of the California Department of Water Resources (DWR) Landscape Area Measurement methodology
iii. Citation of all mapping data sources (e.g., aerial imagery provider, image resolution, capture date)
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 3 - SCOPE OF WORK
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 8
iv. Landscape area quantified in square feet, categorized by landscape type and/or hydrozone
v. GIS files and maps shall be editable by the water agency to allow refinement and correction over time
C. Water Use Data
i. Historical and current water use data, with an emphasis on outdoor (landscape) water use
ii. Inclusion of indoor water use and recycled water use where available iii. Meter readings with corresponding collection dates iv. Water volume reported in gallons, acre-feet, or cubic feet D. Site-Specific Irrigation Water Budgets – The Contractor shall develop an irrigation water budget for each site using industry-recognized Best Management Practices (BMPs).
i. Priority shall be given to sites with Dedicated Irrigation Meters (DIM) ii. For Mixed-Use Meters (MUM), the Contractor shall clearly describe the methodology used to isolate estimated outdoor water use iii. Budget calculations shall document and incorporate, as applicable: landscape area measurements, plant type coefficients, topography, microclimates, reference evapotranspiration (ETo), and effective precipitation
E. Reporting and Visualization – Each Initial Water Use Report shall include:
i. Visual comparison of actual water use versus the site-specific irrigation budget ii. Estimate of potential financial savings if site water use is reduced to budget levels iii. Site performance score indicating compliance with the irrigation water budget iv. Dedicated section for comments, notes, and assumptions Task 2: Tracking Database and Ongoing Program Support – For sites electing ongoing services and participation, the Contractor shall provide the following services:
A. Online Tracking Platform
i. An online database and/or platform that stores and updates water billing data, automatically updates water irrigation budgets as new data becomes available, and allows continued editing of GIS data for participating sites ii. The platform should utilize industry-standard cybersecurity practices, including regular security updates, to protect customer data
B. Customer and Agency Communication
i. A documented procedure for notifying customer agencies and participating sites of updated water budgets and key changes
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 3 - SCOPE OF WORK
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 9
ii. When hourly or sub-hourly water use data is available, the platform shall notify sites of usage exceeding established thresholds
C. Technical Support
i. Ongoing platform and site support via multiple communication methods, including email and telephone
D. Reporting and Regulatory Support
i. An annual program summary report provided to IEUA and its customer agencies ii. Use of tracked data to support reporting requirements under applicable California regulations, including but not limited to Making Conservation a California Way of Life (AB 1668 and SB 606) and CII nonfunctional turf restrictions (AB 1572) iii. Reporting support may include compilation of CII Dedicated Irrigation Meter (DIM) landscape measurements, identification of large landscape Mixed-Use Meter (MUM) sites, documentation of services meeting CII BMP requirements, and identification of opportunities to replace nonfunctional turf E. Coordination Meetings
i. As-needed meetings with IEUA, customer agencies, or site representatives Task 3: Landscape Irrigation Surveys – The Contractor shall offer optional landscape irrigation surveys for sites pre-approved by the customer agency, when needed, and shall include:
A. Survey Preparation
i. Submission of a survey report template to IEUA and customer agencies for review and approval before implementation
ii. A qualified irrigation professional/irrigation expert shall conduct surveys B. Field Survey Activities – The irrigation expert shall:
i. Refine the site map and update the site’s irrigation water budget, as needed ii. Operate the irrigation system and evaluate overall performance and condition iii. Document site characteristics, including but not limited to landscape area and layout, Irrigation system characteristics, controller type and schedule, irrigation coverage, and distribution uniformity. Additionally, valve characteristics, including location, type, and size, operational condition (i.e., flow rate and pressure tolerance, responsiveness to controller adjustments)
C. Issue Identification – The survey shall document observed issues, including but not limited to:
i. Broken or misaligned sprinkler heads
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED SECTION 3 - SCOPE OF WORK
REQUEST FOR PROPOSAL NUMBER RFP-GD-26-004 Page 10
ii. Clogged or malfunctioning irrigation valves
iii. Irrigation leaks and inefficiencies
iv. Incorrect system pressure
v. Improper controller scheduling
vi. Water waste as defined by BMPs and applicable local and state regulations D. Survey Report and Recommendations – The Contractor shall provide a written report to the site and water agency that includes:
i. Identified areas for irrigation system improvement
ii. Recommended irrigation scheduling adjustments
iii. Recommended landscape modifications or transformations iv. Recommended equipment upgrades or part replacements v. Estimated potential water savings associated with implementation of recommendations
E. Post-Survey Support
i. Availability to answer follow-up questions regarding the survey findings via telephone, email, or similar communication methods
3. Proposal Cost and Fees
Pricing shall be submitted for tasks included in the program tasks section above. The firm may include additional services but should strive to address the main services included in the section above.
(This space intentionally left blank)
Docusign Envelope ID: 56E77236-6527-8C11-8208-B6067026CFED