Cudahy City Council
October 15, 2024

AGENDA

A REGULAR MEETING

OF THE CUDAHY CITY COUNCIL
and JOINT MEETING of the
CITY OF CUDAHY AS SUCCESSOR AGENCY and HOUSING SUCCESSOR AGENCY

TO THE CUDAHY DEVELOPMENT COMMISSION
Tuesday, October 15, 2024 – 6:30 P.M.

Written materials distributed to the City Council within 72 hours of the City Council meeting shall be available for public inspection at www.cityofcudahy.com In compliance with the Americans with Disabilities Act (ADA) if you need special assistance to participate in this meeting, you should contact the City Clerk’s Office at (323) 773-5143 at least 72 hours in advance of the meeting.

Rules of Decorum
Under the Government Code, the City Council may regulate disruptive behavior that impedes the City Council Meeting.

Disruptive conduct may include, but is not limited to:
• Screaming or yelling during another audience member’s public comments period; • Profane language directed at individuals in the meeting room; • Throwing objects at other individuals in the meeting room; • Verbal altercations with other individuals in the meeting room; and • Going beyond the allotted three-minute public comment period granted.

When a person’s or group’s conduct disrupts the meeting, the Mayor or presiding officer will request that the person or group stop the disruptive behavior and WARN the person or group that they will be asked to leave the meeting room if the behavior continues.

If the person or group refuses to stop the disruptive behavior, the Mayor or presiding officer may order the person or group to leave the meeting room and may request that those persons be escorted from the meeting room. Any person who, without authority of law, willfully disturbs or breaks up a City Council meeting is guilty of a misdemeanor. (Pen. Code, § 403.)
Jose R. Gonzalez, Mayor
Elizabeth Alcantar, Vice Mayor
Martin U. Fuentes, Council Member
Cynthia Gonzalez, Council Member
Daisy Lomelí, Council Member
This meeting will be conducted in
person, telephonically, and
electronically.

Council Chambers/Bedwell Hall
5240 Santa Ana Street
Cudahy, CA 90201
Teleconference Phone Number:
1 (669) 900-6833
Meeting ID: 836 7017 1795
https://us06web.zoom.us/j/83670171795

City of Cudahy
City Council and Successor Agency
Regular Meeting Agenda
October 15, 2024, at 6:30 P.M.

1. CALL TO ORDER

2. ROLL CALL
Council / Agency Member Fuentes
Council / Agency Member Gonzalez
Council / Agency Member Lomelí
Vice Mayor / Vice Chair Alcantar
Mayor / Chair Gonzalez

3. APPROVAL OF AGENDA

4. PLEDGE OF ALLEGIANCE

5. LAND ACKNOWLEDGMENT
We would like to acknowledge that the land we inhabit today was once known as Tovangaar, the home of the Gabrieleño-Tongva people. We show our respects to the Gabrieleño-Tongva people, as well as all Indigenous people, past, present, and future, and honor their labor as original caretakers of this land. We commit to uplifting the Gabrieleño-Tongva people, invite you to acknowledge the history, and join us in caring for this land.

6. PRESENTATIONS
A. East Los Angeles County Sheriff’s Annual Update
B. Strategic Plan Update
C. Nunez & Nunez Presentation

7. PUBLIC COMMENTS
(Each member of the public may provide a public comment in person, telephonically or electronically.

In person participants must submit one comment card if they wish to address the City Council. Only speakers that submit a comment card within the first 20 minutes of the meeting will be permitted to speak. Remote participants may provide public comment by clicking the hand icon on Zoom or pressing star (*) nine (9) on the telephone, if they wish to address the City Council. Members of the public are permitted to speak for three (3) minutes concerning items under the City Council’s jurisdiction, including items on the council agenda.)
(Any person who, without authority of law, willfully disturbs or breaks up a City Council meeting is guilty of a misdemeanor. (Pen. Code, § 403).)

City of Cudahy
City Council and Successor Agency
Regular Meeting Agenda
October 15, 2024, at 6:30 P.M.

8. CITY COUNCIL COMMENTS / REQUESTS FOR AGENDA ITEMS (Each Council Member is limited to three minutes.)
(This is the time for the City Council / Agency to comment on any topics related to “City Business,” including announcements, reflections on city / regional events, response to public comments, suggested discussion topics for future council meetings, general concerns about particular city matters, questions to the staff, and directives to the staff (subject to approval / consent of the City Council majority members present, regarding staff directives). Each Council / Agency Member will be allowed to speak for a period not to exceed three (3) minutes. Notwithstanding the foregoing, the City Council Members shall not use this comment period for serial discussions or debate between members on City business matters not properly agendized. The City Attorney shall be responsible for regulating this aspect of the proceeding.)

9. CITY MANAGER REPORT (information only)

10. REPORTS REGARDING AD HOC, ADVISORY, STANDING, OR OTHER COMMITTEE

MEETINGS

11. WAIVER OF FULL READING OF RESOLUTIONS AND ORDINANCES (Consideration to waive full text reading of all Resolutions and Ordinances by single motion made at the start of each meeting, subject to the ability of the City Council / Agency to read the full text of selected resolutions and ordinances when the item is addressed by subsequent motion.) (COUNCIL / AGENCY)
Recommendation: Approve the Waiver of Full Reading of Resolutions and Ordinances.

12. CONSENT CALENDAR
(Items under the Consent Calendar are considered routine and will be enacted by one motion, prior to the vote to approve the Consent Calendar, each Council Member shall have a maximum of three (3) minutes to comment on the Consent Calendar as a whole. There will be no separate discussion of these items unless a Council / Agency Member so requests specific item(s) be removed from the Consent Calendar for separate action. Items may only be considered as a separate action if either (1) a Council Member must recuse themselves due to a conflict of interest or (2) a Council Member has specific questions for City Staff. Items called for separate discussion will be heard as the next order of business.) A. Consideration to Review and Approve the Draft Minutes of August 20, 2024, and October 1, 2024, for the Regular Meeting of the City Council and the Joint Meeting of the City of Cudahy as Successor Agency and Housing Successor Agency to the Cudahy Development Commission (page 7)
Presented by the City Clerk

City of Cudahy
City Council and Successor Agency
Regular Meeting Agenda
October 15, 2024, at 6:30 P.M.

Recommendation: The City Council is requested to review and approve the City Council / Successor Agency Draft Minutes for August 20, 2024, and October 1, 2024.

B. Approval of the Local Agency Investment Fund (LAIF) for the Month of September 2024 (page 25) Presented by the Finance Director
Recommendation: The City Council is requested to approve the Local Agency Investment Fund (LAIF) Report for the month of September 2024 in the amount of $12,009,745.74.

C. Approval of the City Demands and Payroll Including Statement of Investment for the Month of September 2024 (page 29)
Presented by the Finance Director
Recommendation: The City Council is requested to approve the Demands and Payroll in the amount of $3,023,210.74 including the Statement of Investments for the month of September 2024.

13. PUBLIC HEARING - NONE

14. BUSINESS SESSION
A. Approval of Professional Services Agreement for Comprehensive Fee Study Services (page 43) Presented by the Finance Director
Recommendation: The City Council is requested to rescind prior approval and direction of a Comprehensive Fee Study Services with Willdan Financial Services (“Willdan”) and approve a Professional Services Agreement (PSA) with Willdan to provide Comprehensive Fee Study Services, with an updated proposal, with a Not to exceed amount of $27,700.

B. Request for Direction on Installation of Holiday Decorations and Lighting (page 101) Presented by the Interim Public Works Director
Recommendation: The City Council is requested to provide direction on the preferred service provider to be awarded a professional service agreement for holiday decorations and lighting.

C. Update on Discussions between the City of Cudahy and the Los Angeles County Department of Animal Care and Control regarding Municipal Services Agreement to Provide General Animal Care and Control Services (page 165)

City of Cudahy
City Council and Successor Agency
Regular Meeting Agenda
October 15, 2024, at 6:30 P.M.

Presented by the Community Preservation Manager
Recommendation: The City Council is requested to:

1. Hear staff presentation summarizing discussions and
correspondences between the City of Cudahy (“City”) and Los Angeles County Department of Animal Care and Control (“County”).

2. Provide staff feedback and direction on whether to:
a. Execute the County Municipal Services Agreement
(“Agreement”), accepting all terms and conditions, to provide the City general animal care and control services, or;
b. Continue to negotiate and hold discussions with the County to address unresolved issues as summarized in this report.

D. Approval of Professional Services Agreement for Remote and On-site Translation Services (page 213)
Presented by the City Clerk
Recommendation: It is recommended that the City Council award a Professional Services Agreement (PSA) to Language Network, Inc., (Language Network) to provide remote and On-Site Spanish Translation Services for a one-year term, with an option for two (2) one-year extension terms, with the total services not to exceed $42,000 annually.

15. COUNCIL DISCUSSION - NONE

16. CLOSED SESSION - NONE

17. CLOSED SESSION ANNOUNCEMENT - NONE

18. ADJOURNMENT

City of Cudahy
City Council and Successor Agency
Regular Meeting Agenda
October 15, 2024, at 6:30 P.M.

I, Richard Iglesias, hereby certify under penalty of perjury under the laws of the State of California that the foregoing agenda was posted on the City’s Website, City Hall, Clara Park, and Lugo Park not less than 72 hours prior to the meeting. A copy of said Agenda is on file in the City Clerk’sOffice.

Dated this 10th day of October 2024
Richard Iglesias
City Clerk

“Serving the People” "Sirviendo A La Comunidad"
Staff Report
10/01/2024 Page 1 of 2

STAFF REPORT
Date: October 15, 2024
To: Honorable Mayor/Chair and City Council/Agency Members From: Alfonso Noyola, City Manager/Executive Director
By: Richard Iglesias, City Clerk
Subject: Consideration to Review and Approve the Draft Minutes of August 20, 2024, and October 1, 2024, for the Regular Meeting of the City Council and the Joint Meeting of the City of Cudahy as Successor Agency and Housing Successor Agency to the Cudahy Development Commission

RECOMMENDATION
The City Council is requested to review and approve the City Council / Successor Agency Draft Minutes for August 20, 2024, and October 1, 2024.

BACKGROUND / ANALYSIS
On December 12, 2016, the City Council of the City of Cudahy adopted Resolution No. 16-38, approving the use of summary action minutes, meant to allow the City Clerk's Office to write the minutes in brief, assuring a record of Council's actions, due to having a recording of the full Council Meeting on the City’s website.

Historically
The Municipal Clerk is one of the oldest professions in government, dating back to 1272 A.D., originating in England. The record keeper then was called Remembrancer, an English official whose job was to remind the Lord Treasurer and Barons of Court, of business pending.

Years later, in the 1600s, when early colonists came to America, the office of the Clerk was one of the first offices to be established. Over the years, the City Clerk’s office has become the core for local government, and the liaison to the residents of the Community. The Municipal Item Number
12A

“Serving the People” "Sirviendo A La Comunidad"
Staff Report
10/01/2024 Page 2 of 2
Clerk (City Clerk) is the record keeper of a City’s recorded history.

William Bennett Munro, a Canadian historian, and political scientist, who taught at Harvard University and the California Institute of Technology, stated in one of his first textbooks written: “No other office in municipal service has so many contacts. It serves the Mayor, the City Council, the City Manager (when there is one), and all administrative departments, without exception. All of them call upon it, almost daily, for some service or information. Its work is not spectacular, but it demands versatility, alertness, accuracy, and no end of patience.

The public does not realize how many loose ends of city administration this office pulls together.”
Moving forward to the present time, the City Clerk’s office today is generally responsible for keeping a record of City Council meetings; agreements; recordings of official documents; legal advertisements; municipal elections; commissions and committees current files; claims against the city; and other legal or official documents.

City Clerks are required to keep record of the proceedings (minutes) of Council meetings (Government Code Sections 36814 and 40801). Minutes are the official record of a meeting which provides a history of the Council’s decisions and actions.

CONCLUSION
The City Council is requested to approve the attached City Council / Agency Draft Minutes of the proceedings of August 20, 2024, and October 1, 2024.

STRATEGIC PLAN CORRELATION
No correlation to the strategic plan.

FINANCIAL IMPACT
No Financial Impact.

ATTACHMENT
A. August 20, 2024, Draft Minutes
B. October 1, 2024, Draft Minutes
C. Resolution No. 16-38, approving the City Clerk’s use of Summary Action Minutes as the Official Record of the City Council proceedings.

City Council/Successor Agency Minutes of 8/20/2024 Page 1 of 8

MINUTES
CUDAHY CITY COUNCIL REGULAR MEETING and
CITY OF CUDAHY AS SUCCESSOR AGENCY and

HOUSING SUCCESSOR AGENCY TO THE CUDAHY

DEVELOPMENT COMMISSION JOINT MEETING
August 20, 2024, 6:30 P.M.

1. CALL TO ORDER
Vice Mayor / Vice Chair Alcantar called the meeting to order at 6:35 p.m.

2. ROLL CALL
PRESENT: Council / Agency Member Martin Fuentes
Council / Agency Member Cynthia Gonzalez
Council / Agency Member Daisy Lomelí
Vice Mayor / Vice Chair Elizabeth Alcantar
ABSENT: Mayor / Chair Jose R. Gonzalez
ALSO PRESENT: City Manager, Alfonso Noyola, City Attorney, Stephanie Arechiga, Assistant City Attorney, Paloma McVoy, City Clerk, Richard Iglesias, Assistant City Clerk, Estefania Zamora, Community Development Director, Juan Arauz, Finance Director, Joshua Calhoun, Interim Public Works Director, Ron Bow, Community Services Director, Brenda Rodriguez, Building Official, Raul Diaz, Assistant to the City Manager, John Peraza, and Executive Assistant to the City Manager, Janet Andrade.

3. APPROVAL OF AGENDA
Motion: Council Member Lomelí motioned to agenda as is, seconded by Council Member Fuentes. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None

4. PLEDGE OF ALLEGIANCE
The Pledge of Allegiance was led by Council Member Fuentes.

5. LAND ACKNOWLEDGEMENT
Attachment A Page 9 of 267
City Council/Successor Agency Minutes of 8/20/2024 Page 2 of 8 The Land Acknowledgment was led by Council Member Lomelí.

We would like to acknowledge that the land we inhabit today was once known as Tovangaar, the home of the Gabrieleño-Tongva people. We show our respects to the Gabrieleño-Tongva people, as well as all Indigenous people, past, present, and future, and honor their labor as original caretakers of this land. We commit to uplifting the Gabrieleño-Tongva people, invite you to acknowledge the history, and join us in caring for this land.

9. CITY MANAGER REPORT (information only)

6. PRESENTATIONS
A. Strategic Plan Update

7. PUBLIC COMMENTS
Susie de Santiago shared her complaint about the CART route, trees needing to be trimmed, commented on planning to have a Back to School event in October, and shared her concerns on Patata Street.

Maria Victoria Alcaraz shared her complaint on behalf of the residents regarding issues with transients around the area where she lives, which are the houses next to the park; she mentioned being worried about her security and shared a picture of a hole in the fence where people go into the park at 9 or 10 at night.

PUBLIC COMMENT RECEIVED VIA EMAIL
Barrie Grinberg regarding Commercial Truck Ban on Patata Street Tommy Faavae regarding Commercial Truck Ban on Patata Street.

8. CITY COUNCIL COMMENTS / REQUESTS FOR AGENDA ITEMS
Council Member Fuentes commented on his attendance at the National Night Out event and asked about the City’s contracted security to patrol parks.

Council Member C. Gonzalez commented on her request regarding Domestic Violence Awareness, asked for the graffiti policy or ordinance to be reviewed to see how it is working, requested an update in the form of a press release to residents on the Cannabis industry, how much money is owed to the City, and how many licenses have been closed, an update on plans with the entertainment zone, where we are in developing that space, mentioned a public comment regarding EV Stations and perhaps a presentation could be put together showing parts of the City that are appropriately zoned to bring it to the City.

City Council/Successor Agency Minutes of 8/20/2024 Page 3 of 8 Council Member Lomelí commented on the partnership the City has with Birthworkers of Color Collective, one mom who was offered Doula Care, and asked and gave examples of how the opportunity can be promoted further to serve more moms, asked if more text can be sent out for road closures, announced that AB2918 will not be moving forward this year.

Vice Mayor Alcantar asked for a status report update at the next Council Meeting on code enforcement policy, nonpayment threshold for evictions, and joining the Clean Power Alliance.

10. REPORTS REGARDING AD HOC, ADVISORY, STANDING OR OTHER COMMITTEE MEETINGS – NONE

11. WAIVER OF FULL READING OF RESOLUTIONS AND ORDINANCES Motion: Council Member Lomelí motioned to waive full reading of resolutions and ordinances, seconded by Council Member Fuentes. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None

12. CONSENT CALENDAR
A. Consideration to Review and Approve the Draft Minutes of July 16, 2024, for the Regular Meeting of the City Council and the Joint Meeting of the City of Cudahy as Successor Agency and Housing Successor Agency to the Cudahy Development Commission to Review and Approve the Draft Minutes of July 2, 2024, for the Regular Meeting of the City Council and the Joint Meeting of the City of Cudahy as Successor Agency and Housing Successor Agency to the Cudahy Development Commission Presented by the City Clerk
Recommendation: The City Council is requested to review and approve the City Council / Successor Agency Draft Minutes for July 16, 2024.

B. Approval of the Local Agency Investment Fund (LAIF) for the Month of July 2024 Presented by the Finance Director
Recommendation: The City Council is requested to approve the Local Agency Investment Fund (LAIF) Report for the month of July 2024 in the amount of $13,009,745.74.

C. Approval of the City Demands and Payroll Including Statement of Investment for the Month of July 2024

City Council/Successor Agency Minutes of 8/20/2024 Page 4 of 8 Presented by the Finance Director
Recommendation: The City Council is requested to approve the Demands and Payroll in the amount of $3,641,311.49 including the Statement of Investments for the month of July 2024.

D. Adoption by Second Reading of Ordinance No. 750 repealing Ordinance No. 689, terminating Development Agreement No. 18-017C between the City of Cudahy and Nyce Guys, LLC.

Presented by the Community Development Director
Recommendation: City staff recommends that the City Council take the following action(s): Adopt by second reading Ordinance No. 750 repealing Ordinance No. 689 terminating DA No. 18-017C, between the City of Cudahy and Nyce Guys, LLC.

E. Adoption by Second Reading of Ordinance No. 751 Repealing Ordinance No. 698, Terminating Development Agreement No. 18-001C between the City of Cudahy and VM Evergreen, LLC
Presented by the Community Development Director
Recommendation: City staff recommends that the City Council take the following action(s): Adopt by second reading Ordinance No. 751 repealing Ordinance No. 698 terminating DA No. 18-001C, between the City of Cudahy and VM Evergreen, LLC.

F. Adoption by Second Reading of Ordinance No. 752 repealing Ordinance No. 676, terminating Development Agreement No. 18-019C between the City of Cudahy and Cuper Development, LLC.

Presented by the Community Development Director
Recommendation: City staff recommends that the City Council take the following action(s): Adopt by second reading Ordinance No. 752 repealing Ordinance No. 676 terminating DA No. 18-019C, between the City of Cudahy and Cuper Development, LLC.

G. Adoption by Second Reading of Ordinance No. 753 repealing Ordinance No. 677, terminating Development Agreement No. 18-012C, between the City of Cudahy and 420 Club, LLC.

Presented by the Community Development Director
Recommendation: City staff recommends that the City Council take the following action(s): Adopt by second reading Ordinance No. 753 repealing Ordinance No. 677 terminating DA No. 18-012C, between the City of Cudahy and 420 Club, LLC.

City Council/Successor Agency Minutes of 8/20/2024 Page 5 of 8 H. Adoption by Second Reading of Ordinance No. 754 repealing Ordinance No. 701, terminating Development Agreement No. 18-014C between the City of Cudahy and Starcraft, LLC.

Presented by the Community Development Director
Recommendation: City staff recommends that the City Council take the following action(s): Adopt by second reading Ordinance No. 754 repealing Ordinance No. 701 terminating DA No. 18-014C between the City and Starcraft, LLC.

I. Adoption by Second Reading of Ordinance No. 755 Repealing Ordinance No. 700, Terminating Development Agreement No. 18-015C between the City of Cudahy and Staple Room, LLC
Presented by the Community Development Director
Recommendation: City staff recommends that the City Council take the following action(s): Adopt by second reading Ordinance No. 755 repealing Ordinance No. 700 terminating DA No. 18-015C between the City and Staple Room, LLC.

J. Adoption by Second Reading of Ordinance No. 741 Amending Cudahy Municipal Code Section 10.04.020 (Vehicle Weight Limits) by adding Patata Street to the list of streets where vehicles exceeding 6,000 pounds are prohibited Presented by the Community Development Director
Recommendation: Staff recommends that the City Council adopt by second reading Ordinance No. 741, an amendment to the Cudahy Municipal Code (“CMC”) Section

10.04.020 (Vehicle Weight Limits) by adding Patata Street to the list of streets where vehicles exceeding 6,000 pounds are prohibited.

Motion: Council Member Lomelí motioned to approve the Consent Calendar items, seconded by Council Member Fuentes. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None

13. PUBLIC HEARING – NONE

14. BUSINESS SESSION
A. Approval of Professional Services Agreement for Comprehensive Fee Study

City Council/Successor Agency Minutes of 8/20/2024 Page 6 of 8 Presented by the Finance Director
Recommendation: The City Council is requested to award of a Professional Services Agreement (PSA) to Willdan Financial Services to provide Comprehensive Fee Study Services not to exceed $27,700.

Motion: Vice Mayor Alcantar motioned to award a Professional Services Agreement (PSA) to Willdan Financial Services to provide Comprehensive Fee Study Services not to exceed $27,700 and edit Task Work plan and requested a presentation to City Council added at Task 2 with the potential fees, seconded by Council Member Lomelí. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None
B. Consideration to Approve a Product Order for Procurement of Cyber Defense System Presented by the Finance Director
Recommendation: The City Council is requested to approve a product order for the renewal of the cyber defense system with Darktrace Holdings Limited with a not-toexceed amount of $30,000.00.

Motion: Council Member Lomelí motioned to approve a product order for the renewal of the cyber defense system with Darktrace Holdings Limited with a not-to-exceed amount of $30,000.00, seconded by Council Member C. Gonzalez. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None
C. Republic Services Proposal for SB1383 Amendment Implementation and Compliance
Presented by the Assistant to the City Manager
Recommendation: The City Council is recommended to provide staff direction related to proposed options by Republic Services for SB1383 Implementation and Compliance.

Motion: Vice Mayor Alcantar motioned for option 2 and 3, seconded by Council Member C. Gonzalez. Motion passed 4-0-1 by the following roll call vote:

City Council/Successor Agency Minutes of 8/20/2024 Page 7 of 8 AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None
D. Request to Install Holiday Decorations and Lighting
Presented by the Interim Public Works Director
Recommendation: The City Council is requested to: Provide direction on the preferred location(s) to install Holiday Decorations; and Direct staff to stay within the current budget of $50,00.00 or increase the amount as directed.

Motion: Vice Mayor Alcantar motioned to discuss with Bright Life Designs and Mobile Illumination and prioritize Atlantic Ave, seconded by Council Member C. Gonzalez. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None
E. Discussion and Potential Approval of a Resolution Amending the Code of Ethics and Conduct for Elected Officials and Members of Appointed Boards, Commissions, and Committees
Presented by the City Attorney
Recommendation: The City Council is recommended to discuss and potentially approve Resolution No. 24-30, amending the Code of Ethics and Conduct for Elected Officials and Members of Appointed Boards, Commissions, and Committees.

Motion: Vice Mayor Alcantar motioned approve Resolution No. 24-30, amending the Code of Ethics and Conduct for Elected Officials and Members of Appointed Boards, Commissions, and Committees, seconded by Council Member Lomelí. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None

15. COUNCIL DISCUSSION
A. Sister City Invitation to San Miguel el Alto

City Council/Successor Agency Minutes of 8/20/2024 Page 8 of 8 At 8:40 p.m., City Attorney, Stephanie Arechiga recessed to closed session.

16. CLOSED SESSION
A. Closed Session Pursuant to Government Code Section 54957 – Public Employee Performance Evaluation
Title of Employee: City Manager

Closed Session Pursuant to Government Code Section 54957.6 – Conference with Labor Negotiator
City’s Designated Representative: Stephanie Arechiga, City Attorney Unrepresented Employee: City Manager
B. Conference with Legal Counsel Existing Litigation-Pursuant to Government Code § 54956.9(d)(1) – Cuper Development LLC et al. v City of Cudahy et al.

Case No. 2:24-cv-02833
At 10:16 p.m., Vice Mayor Alcantar, reconvene to open session.

17. CLOSED SESSION ANNOUNCEMENT
City Attorney Stephanie Arechiga announced four council members were present, the mayor absent, and no reportable action.

18. ADJOURNMENT
The City Council / Agency meeting adjourned at 10:17 p.m.

Jose R. Gonzalez
Mayor
ATTEST:

Richard Iglesias
City Clerk

City Council/Successor Agency Minutes of 10/01/2024 Page 1 of 6

MINUTES
CUDAHY CITY COUNCIL REGULAR MEETING and
CITY OF CUDAHY AS SUCCESSOR AGENCY and

HOUSING SUCCESSOR AGENCY TO THE CUDAHY

DEVELOPMENT COMMISSION JOINT MEETING
October 1, 2024, 6:30 P.M.

1. CALL TO ORDER
Vice Mayor / Vice Chair Gonzalez called the meeting to order at 6:32 p.m.

2. ROLL CALL
PRESENT: Council / Agency Member Martin Fuentes
Council / Agency Member Cynthia Gonzalez
Council / Agency Member Daisy Lomelí
Vice Mayor / Vice Chair Elizabeth Alcantar
ABSENT: Mayor / Chair Jose R. Gonzalez
ALSO PRESENT: City Manager, Alfonso Noyola, Assistant City Manager/Community Development Director, Juan Arauz City Attorney, Stephanie Arechiga, City Clerk, Richard Iglesias, Assistant City Clerk, Estefania Zamora, Finance Director, Joshua Calhoun, Community Services Director, Brenda Rodriguez, Assistant to the City Manager, John Peraza, and Executive Assistant to the City Manager, Janet Andrade.

3. APPROVAL OF AGENDA
Motion: Council Member Lomelí motioned pull agenda item #14C to be tabled to the next City Council meeting and a correction to item 6B to read Proclamation – Domestic Violence Awareness Month, seconded by Council Member C. Gonzalez. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None

4. PLEDGE OF ALLEGIANCE
The Pledge of Allegiance was led by Council Member Fuentes.

5. LAND ACKNOWLEDGEMENT
The Land Acknowledgment was led by Council Member Lomelí.

Attachment B Page 17 of 267
City Council/Successor Agency Minutes of 10/01/2024 Page 2 of 6 We would like to acknowledge that the land we inhabit today was once known as Tovangaar, the home of the Gabrieleño-Tongva people. We show our respects to the Gabrieleño-Tongva people, as well as all Indigenous people, past, present, and future, and honor their labor as original caretakers of this land. We commit to uplifting the Gabrieleño-Tongva people, invite you to acknowledge the history, and join us in caring for this land.

6. PRESENTATIONS
A. Proclamation - College Awareness Month
B. Proclamation - Domestic Violence Awareness Month
C. City Attorney Annual Update

7. PUBLIC COMMENTS – NONE

8. CITY COUNCIL COMMENTS / REQUESTS FOR AGENDA ITEMS
Council Member Fuentes shared his attendance at the NALEO Institute on emergency preparedness.

Council Member C. Gonzalez shared she and Council Member Fuentes walked through the city, engaging in conversations with residents, shared the idea of creating student ambassador programs with stipends, and highlighted plans for events in October, including getting out to vote and Domestic Violence Awareness Month.

Council Member Lomelí supported the student ambassador's ideas and noted an increase in complaints about CART, doggy bags needing refill, update on the newsletter for schools, walk to school day and requested an update on the early trash pickup, shared her solidarity with Palestinians and adjourn the meeting in their honor, invited the public to attend Sundays Hispanic Heritage Festival.

9. CITY MANAGER REPORT (information only)

10. REPORTS REGARDING AD HOC, ADVISORY, STANDING OR OTHER COMMITTEE MEETINGS – NONE

11. WAIVER OF FULL READING OF RESOLUTIONS AND ORDINANCES Motion: Council Member Lomelí motioned to waive full reading of resolutions and ordinances, seconded by Council Member Fuentes. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None

City Council/Successor Agency Minutes of 10/01/2024 Page 3 of 6

12. CONSENT CALENDAR
A. Consideration to Review and Approve the Draft Minutes of September 3, 2024, for the Regular Meeting of the City Council and the Joint Meeting of the City of Cudahy as Successor Agency and Housing Successor Agency to the Cudahy Development Commission
Presented by the City Clerk
Recommendation: The City Council is requested to review and approve the City Council / Successor Agency Draft Minutes for September 17, 2024.

B. Approval of the Local Agency Investment Fund (LAIF) for the Month of August 2024 Presented by the Finance Director
Recommendation: The City Council is requested to approve the Local Agency Investment Fund (LAIF) Report for the month of August 2024 in the amount of $12,009,745 C. Approval of the City Demands and Payroll Including Statement of Investment for the Month of August 2024
Presented by the Finance Director
Recommendation: The City Council is requested to approve the Demands and Payroll in the amount of $1,290,369.09 including the Statement of Investments for the month of August 2024.

Motion: Council Member Fuentes motioned to approve Consent Calendar items, seconded by Council Member C. Gonzalez. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None

13. PUBLIC HEARING – NONE

14. BUSINESS SESSION
A. First Amendment to Professional Services Agreement for Public Works Oversight Services with Transtech Engineers
Presented by the Assistant to the City Manager
Recommendation: The City Council is requested to consider adoption of the proposed First Amendment to Professional Services Agreement for Public Works Oversight Services with Transtech Engineers.

City Council/Successor Agency Minutes of 10/01/2024 Page 4 of 6 Motion: Council Member C. Gonzalez motioned to approve the proposed First Amendment to Professional Services Agreement for Public Works Oversight Services with Transtech Engineers, seconded by Council Member Lomelí. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None
B. First Amendment to Professional Services Agreement for Senior Engineer - Capital Improvement Project (CIP) Management Services with Transtech Engineers Presented by the Assistant to the City Manager
Recommendation: The City Council is requested to consider adoption of the proposed First Amendment to the Professional Services Agreement for Senior Engineer Capital Improvement Project (CIP) Management Services with Transtech Engineers.

Motion: Council Member Lomelí motioned to approve the proposed First Amendment to the Professional Services Agreement for Senior Engineer Capital Improvement Project (CIP) Management Services with Transtech Engineers, seconded by Council Member C. Gonzalez.

Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None
C. First Amendment to Professional Services Agreement for Remote and On-site Translation Services
Presented by the City Clerk
Recommendation: It is recommended that the City Council award a Professional Services Agreement (PSA) to Language Network, Inc., (Language Network) to provide remote and OnSite Spanish Translation Services for a one-year term, with an option for two (2) one-year extension terms, with the total services not to exceed $42,000 annually.. - ITEM MOVED TO THE NEXT MEETING –

City Council/Successor Agency Minutes of 10/01/2024 Page 5 of 6 D. Discuss and Potential Adoption of Ordinance No. 757 Amending Section 3.04.080 (Sufficient Money in Treasury) of Chapter 3.04 (City Funds and Records) of Title 3 (Revenue and Finance) of the Cudahy Municipal Code
Presented by the City Attorney
Recommendation: The City Council is recommended to take the following actions: Waive full reading and introduce Ordinance No. 757, by title only, amending Section 3.04.080 (Sufficient Money In Treasury) of Chapter 3.04 (City Funds and Records) of Title 3 (Revenue and Finance) of the Cudahy Municipal Code; and Determine that this action is exempt from the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines Section 15061 (b)(3).

NO MOTION – DIRECTION ONLY
City Council directed Finance to work with City Attorney on proposing language that would be amiable to the City Council and report back during the second meeting in November with a detailed overview of what has been put in place, proposed changed, and how others have been enacted.

15. COUNCIL DISCUSSION – NONE

16. CLOSED SESSION – NONE

17. CLOSED SESSION ANNOUNCEMENT – NONE

18. ADJOURNMENT
Vice Mayor Alcantar motioned to adjourn in remembrance of individuals who have been killed in a genocide, seconded by Council Member C. Gonzalez. Motion passed 4-0-1 by the following roll call vote:

AYES: Fuentes, C. Gonzalez, Lomelí, and Alcantar
NOES: None
ABSENT: J. Gonzalez
ABSTAIN: None
The City Council / Agency meeting adjourned at 7:31 p.m.

Jose R. Gonzalez
Mayor

City Council/Successor Agency Minutes of 10/01/2024 Page 6 of 6 ATTEST:

Richard Iglesias
City Clerk

Attachment
C

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 1 of 2

STAFF REPORT
Date: October 15, 2024
To: Honorable Mayor/Chair and City Council/Agency Members From: Alfonso Noyola, City Manager/Executive Director
By: Joshua Calhoun, Finance Director
Subject: Approval of the Local Agency Investment Fund (LAIF) for the Month of September 2024

RECOMMENDATION
The City Council is requested to approve the Local Agency Investment Fund (LAIF) Report for the month of September 2024 in the amount of $12,009,745.74.

BACKGROUND

1. In 1955, the Pooled Money Investment Account (PMIA) started. LAIF became part of the PMIA. The oversight is provided by the Pooled Money Investment Board (PMIB) and an inhouse Investment Committee. The PMIB members consist of the State Treasurer, Director of Finance, and State Controller.

2. In 1977, LAIF was created as a voluntary program by Section 16429.1 et seq. of the California Government Code. The program was intended to be used as an investment alternative for California's local governments and special districts. The LAIF continues today under State Treasurer, Fiona Ma's administration.

3. On September 1, 2024, the balance in LAIF was $12,009,754.74 (See Attachment).

4. On September 30, 2024, the balance in LAIF was $12,009,745.74 (See Attachment).

ANALYSIS
The voluntary program offers local agencies the opportunity to participate in a major portfolio, which invests hundreds of millions of dollars, using the investment expertise of the State Item Number
12B

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 2 of 2

Treasurer’s Office investment staff at no additional cost to the taxpayer.

All securities are purchased under the authority of Government Code Section 16430 and 16480.4. The State Treasurer's Office takes delivery of all securities purchased on a delivery versus payment basis using a third-party custodian.

Cudahy Municipal Code Section 3.04.080 indicates, "Except as otherwise provided, no warrant shall be drawn or evidence of indebtedness issued unless there shall be at the time sufficient money in the treasury legally applicable to the payment of the same."

CONCLUSION
Once the City Council approves the current LAIF, this balance may be relied upon when determining if the City has sufficient funds available to pay demands and payroll as required by Cudahy Municipal Code Section 3.04.080.

STRATEGIC PLAN CORRELATION
Strategy #2. Provide regular updates to the City Council and community about the city’s finances.

FINANCIAL IMPACT
None

ATTACHMENT
A. Local Agency Investment Fund (LAIF) Balance.

LOCAL AGENCY INVESTMENT FUND
General Account - City #98-19-225
Beginning Balance as of September 01, 2024 $12,009,745.74 LAIF Interest earned 0
Transfer from City operating account 0
Transfer to City operating account 0
Ending Balance as of September 30, 2024 $12,009,745.74
Attachment A Page 27 of 267
Blank Page

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 1 of 2

STAFF REPORT
Date: October 15, 2024
To: Honorable Mayor/Chair and City Council/Agency Members From: Alfonso Noyola, City Manager/Executive Director
By: Joshua Calhoun, Finance Director
Subject: Approval of the City Demands and Payroll Including Statement of Investment for the Month of September 2024

RECOMMENDATION
The City Council is requested to approve the Demands and Payroll in the amount of $3,023,210.74 including the Statement of Investments for the month of September 2024.

BACKGROUND

1. On December 13, 1993, Ordinance 476 was adopted and codified as Cudahy Municipal Code Section 3.04.080 indicating, "Except as otherwise provided, no warrant shall be drawn, or evidence of indebtedness issued unless there shall be at the time sufficient money in the treasury legally applicable to the payment of the same."

2. During the month, the Finance Department have completed the following demands and payroll:

A/P Demands $2,557,998.72
Payroll $465,212.02
Total: $3,023,210.74
Attachment A
Attachment B
Item Number
12C

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 2 of 2

ANALYSIS
The Check Register Report (Attachment A), Payroll Warrants including payroll taxes and insurance premiums (Attachment B), Statement of Investment (Attachment C) indicate that the cash and investment balance was sufficient for disbursements for the month, a summary of cash received and disbursed by month during Fiscal Year (FY) 2024-25 (Attachment D), and a summary of cash received and disbursed by month during FY 2023-24 (Attachment E).

Cudahy Municipal Code Section 3.04.070 indicates, "Budgeted demands paid by warrant prior to audit by the council shall be presented to the council for ratification and approval..."

CONCLUSION
The Finance Director certifies the accuracy and availability of funds for payment. A Demand/Warrant Register has been submitted to the City Council for approval in accordance with Cudahy Municipal Code Section 3.04.070.

STRATEGIC PLAN CORRELATION
Goal (Financial Stability and Transparency)
• Provide regular updates to the City Council and Community about the City’s finances.

FINANCIAL IMPACT
The Statement of Investments Report (Attachment C) indicates that there are sufficient funds within the City’s holdings to meet the City’s cash flow requirements.

ATTACHMENTS
A. Accounts Payable Check Register Report.

B. Payroll Warrants including payroll taxes and insurance premiums.

C. Statement of Investments
D. Summary of Cash Receipt / Disbursement by Month FY 2024-25 E. Summary of Cash Receipt / Disbursement by Month FY 2023-24 F. Credit Card Payment Detail

10/1/2024 8:07:18 AM Page 1 of 4
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ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϰϴ͘ϰϬ ϱϲϬϭϬ
ϭϬϮϭϮ d>^<&>Kt ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϮϭϬ͘ϬϬ ϱϲϬϭϭ ϭϬϵϵϴ ĂƌŶƵŵ^ƚĂŐĞZĞŶƚĂů͕>> ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ Ϯ͕ϱϬϬ͘ϬϬ ϱϲϬϭϮ ϭϬϱϮϬ ^dZK/^KhEdd/Z
^/E ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϱϬ͘ϬϬ ϱϲϬϭϯ
ϭϬϵϭϴ ŚƌŝƐƚŽƉŚĞƌ'ŽŶnjĂůĞnj ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭ͕Ϯϳϱ͘ϬϬ ϱϲϬϭϰ ϭϬϱϬϮ /EzΖ^:hDW
Z^͕>> ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭ͕Ϯϱϭ͘ϯϲ ϱϲϬϭϱ
Ϭϭϯϲ /dzK&^Khd,'d
ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϳϱ͘ϬϬ ϱϲϬϭϲ
Attachment A Page 31 of 267
DLJŚĞĐŬZĞƉŽƌƚ ĂƚĞZĂŶŐĞ͗ϬϵͬϬϭͬϮϬϮϰͲϬϵͬϯϬͬϮϬϮϰ
10/1/2024 8:07:18 AM Page 2 of 4
sĞŶĚŽƌEƵŵďĞƌ sĞŶĚŽƌEĂŵĞ WĂLJŵĞŶƚĂƚĞ ŝƐĐŽƵŶƚŵŽƵŶƚ WĂLJŵĞŶƚdLJƉĞ WĂLJŵĞŶƚŵŽƵŶƚ EƵŵďĞƌ ϭϮϬϲ KhEdzK&>K^E'
>
^/Et^d
WdK&W ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϬϰ͘Ϯϵ ϱϲϬϭϳ
ϭϬϴϳϮ ^>DŽŶƐƚƌƵĐƚŝŽŶ͕/ŶĐ͘ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭ͕ϮϵϬ͘ϬϬ ϱϲϬϭϴ ϱϱϱϮ h,zhdK
Ed
Z/E ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϲϰϰ͘ϭϯ ϱϲϬϭϵ
ϭϭϬϱϮ ĂŶŝĞů^ĂŶĐŚĞnj ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ Ϯϳϱ͘ϲϬ ϱϲϬϮϬ ϭϬϬϬϱ W

Z͕ZK^
E>/dΘ>/ds< ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϳϲϮ͘ϱϱ ϱϲϬϮϭ
ϭϬϵϲϱ ĂǀĞĂŶŐƐƐŽĐŝĂƚĞƐ͕/ŶĐŽĨ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϬ͕ϭϲϵ͘ϵϵ ϱϲϬϮϮ ϭϬϳϮϯ /KE//K^>Z ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϰϱϬ͘ϬϬ ϱϲϬϮϯ ϭϭϬϭϭ
ĂƐƚ>ŽƐŶŐĞůĞƐZĞĨĞƌĞĞĐĂĚĞŵLJ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ Ϯ͕ϮϭϬ͘ϬϬ ϱϲϬϮϰ ϭϭϬϱϰ
ƵƚŝƋƵŝŽĂƌƌĂƐĐŽ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϬϬ͘ϬϬ ϱϲϬϮϱ
ϲϬϴϲ
t/E'/E ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϱ͘ϲϭ ϱϲϬϮϲ
ϭϬϱϴϭ &/
^ddy/KKW
Zd/s
/E͘ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϭ͕ϵϴϯ͘ϵϱ ϱϲϬϮϳ
ϭϭϬϱϯ /ƌǀŝŶŐŽŵŝŶŐƵĞnj&ůŽƌĞƐ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϯϱϬ͘ϬϬ ϱϲϬϮϴ ϭϭϬϱϲ :ŽĂŶŶĂZŽŵĞŶ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϮϱ͘ϬϬ ϱϲϬϮϵ ϭϬϴϲϴ >ĂŶŐƵĂŐĞEĞƚǁŽƌŬ͕/ŶĐ͘ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ Ϯ͕ϯϮϬ͘ϬϬ ϱϲϬϯϬ ϭϬϳϮϭ >KKD/^ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϯϱϬ͘ϵϮ ϱϲϬϯϭ
ϭϮϬϲͲϲ >K^E'
>
^KhEdz&/Z

Wd͘ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ Ϯ͕Ϭϭϰ͘ϬϬ ϱϲϬϯϮ
ϭϬϲϱϱ >h/^'h/>Z ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϴϱ͘ϬϬ ϱϲϬϯϯ
ϭϭϬϱϳ DĂƌŐĂƌĞƚŚĂŝƌĞnj ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ Ϯϱ͘ϬϬ ϱϲϬϯϰ ϭϭϬϱϴ DĂƌũŽƌŝĞŽŵŝŶŐƵĞnj ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϮϬϬ͘ϬϬ ϱϲϬϯϱ ϳϬϭϰ Ed/KEt/

Es/ZKED
Ed>^
Zs/
^/E ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϬ͕ϱϴϰ͘ϲϱ ϱϲϬϯϲ
ϭϬϵϳϰ EŽŚĞŵLJYƵŝŶƚĂŶŝůůĂ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϬϬ͘ϬϬ ϱϲϬϯϳ ϭϬϰϯϲ KEdZ/KZ
&Z/'
Zd/KE ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϲϲϯ͘ϬϬ ϱϲϬϯϴ
ϭϬϳϯϭ ^<z>/E
^&
dzE^hWW>z ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϮϮϰ͘ϲϴ ϱϲϬϯϵ
ϭϬϱϭϰ ^K>KDWdKEW/W
^hWW>zK ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϮϮϯ͘ϳϯ ϱϲϬϰϬ
ϭϭϬϲϬ dĂŵŵLJEĞůƐŽŶ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϰϳ͘ϱϬ ϱϲϬϰϭ
ϭϬϴϮϳ dĞƐůĂƌŝĂŶ͕/ŶĐ͘ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϯ͕ϮϬϬ͘ϬϬ ϱϲϬϰϮ ϭϬϲϲϮ hE
yW
d
ddZd/KE^ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭ͕ϱϬϬ͘ϬϬ ϱϲϬϰϯ
ϮϮϬϴ t
^dK^dZKZ/^d^͕/E͘ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϮϬ͕ϰϬϯ͘ϰϬ ϱϲϬϰϰ ϭϬϳϯϱ zhE
y͕>>͘ ϬϵͬϮϱͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϱ͕ϲϰϰ͘ϰϱ ϱϲϬϰϱ
ϭϭϬϲϭ dŚĞ,ƵŶƚŝŶŐƚŽŶEĂƚŝŽŶĂůĂŶŬ ϬϵͬϮϲͬϮϬϮϰ ZĞŐƵůĂƌ Ϭ͘ϬϬ ϭϮϲ͕ϴϰϯ͘ϵϴ ϱϲϬϰϲ ϭϬϲϰϬ DKEW/d>^
Zs/
^͕/E͘ ϬϵͬϭϭͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϰ͕ϱϮϵ͘ϲϬ &dϬϬϬϬϲϭϲ
ϮϳϮϰ ,KD

WKdZ
/d^
Zs/
^ ϬϵͬϭϭͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϰ͕ϭϱϲ͘ϭϲ &dϬϬϬϬϲϭϳ
ϬϬϳϬ ^Khd,
ZE>/&KZE/
/^KE ϬϵͬϭϭͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϳϯϬ͘ϱϵ &dϬϬϬϬϲϭϴ
ϬϬϳϬ ^Khd,
ZE>/&KZE/
/^KE ϬϵͬϭϭͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϲϭ͘ϱϬ &dϬϬϬϬϲϭϵ
ϬϬϳϬ ^Khd,
ZE>/&KZE/
/^KE ϬϵͬϭϭͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϭϬ͕ϭϯϲ͘ϰϰ &dϬϬϬϬϲϮϬ
ϬϬϳϬ ^Khd,
ZE>/&KZE/
/^KE ϬϵͬϭϭͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϭϯ͕ϵϬϬ͘ϯϯ &dϬϬϬϬϲϮϭ
ϬϬϳϬ ^Khd,
ZE>/&KZE/
/^KE ϬϵͬϭϭͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϮϮ͘ϵϵ &dϬϬϬϬϲϮϮ
ϭϬϳϮϵ t
>>^KE
KDD
Z/>Z ϬϵͬϬϵͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϰϯ͕ϳϱϮ͘ϲϵ &dϬϬϬϬϲϮϯ ϳϬϰϲ &ZE,/^
dyKZ ϬϵͬϭϵͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϲ͕ϳϭϮ͘ϰϬ &dϬϬϬϬϲϯϬ ϳϬϰϲ &ZE,/^
dyKZ ϬϵͬϭϵͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ Ͳϲ͕ϳϭϮ͘ϰϬ &dϬϬϬϬϲϯϬ ϳϬϰϲ &ZE,/^
dyKZ ϬϵͬϭϴͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϰϵϬ͘Ϭϴ &dϬϬϬϬϲϯϭ ϳϬϰϲ &ZE,/^
dyKZ ϬϵͬϭϴͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ͲϰϵϬ͘Ϭϴ &dϬϬϬϬϲϯϭ Ϭϰϱϴ E<K&E
tzKZ<D
>>KEdZh^d ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϭ͕ϳϭϲ͕ϴϰϯ͘ϵϴ &dϬϬϬϬϲϯϱ ϭϬϰϵϬ ,Zd
ZKDDhE/d/KE^ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϯϭϵ͘ϵϴ &dϬϬϬϬϲϯϲ ϭϬϰϵϬ ,Zd
ZKDDhE/d/KE^ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϮϮϵ͘ϵϴ &dϬϬϬϬϲϯϳ ϭϬϰϵϬ ,Zd
ZKDDhE/d/KE^ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϮϮϵ͘ϵϴ &dϬϬϬϬϲϯϴ ϭϬϴϱϴ ĂƌŬƚƌĂĐĞ,ŽůĚŝŶŐƐ>ŝŵŝƚĞĚ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ Ϯϵ͕ϲϬϱ͘ϱϭ &dϬϬϬϬϲϯϵ ϬϬϳϭͲϭ ^K>'^ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϴϴ͘ϴϬ &dϬϬϬϬϲϰϬ ϬϬϳϭͲϭ ^K>'^ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϳϲ͘ϳϬ &dϬϬϬϬϲϰϭ ϬϬϳϭͲϭ ^K>'^ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϲϯ͘Ϯϵ &dϬϬϬϬϲϰϮ ϬϬϳϬ ^Khd,
ZE>/&KZE/
/^KE ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϯϯ͘Ϭϴ &dϬϬϬϬϲϰϯ
ϬϬϳϬ ^Khd,
ZE>/&KZE/
/^KE ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϱ͕Ϯϴϵ͘ϵϯ &dϬϬϬϬϲϰϰ
ϭϬϲϰϯ ^dd
KDW
E^d/KE/E^&hE ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϭϱ͕ϲϴϰ͘ϵϭ &dϬϬϬϬϲϰϱ ϭϭϬϲϭ dŚĞ,ƵŶƚŝŶŐƚŽŶEĂƚŝŽŶĂůĂŶŬ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ͲϭϮϲ͕ϴϰϯ͘ϵϴ &dϬϬϬϬϲϰϲ

DLJŚĞĐŬZĞƉŽƌƚ ĂƚĞZĂŶŐĞ͗ϬϵͬϬϭͬϮϬϮϰͲϬϵͬϯϬͬϮϬϮϰ
10/1/2024 8:07:18 AM Page 3 of 4
sĞŶĚŽƌEƵŵďĞƌ sĞŶĚŽƌEĂŵĞ WĂLJŵĞŶƚĂƚĞ ŝƐĐŽƵŶƚŵŽƵŶƚ WĂLJŵĞŶƚdLJƉĞ WĂLJŵĞŶƚŵŽƵŶƚ EƵŵďĞƌ ϭϭϬϲϭ dŚĞ,ƵŶƚŝŶŐƚŽŶEĂƚŝŽŶĂůĂŶŬ ϬϵͬϮϱͬϮϬϮϰ ĂŶŬƌĂĨƚ Ϭ͘ϬϬ ϭϮϲ͕ϴϰϯ͘ϵϴ &dϬϬϬϬϲϰϲ ZĞŐƵůĂƌŚĞĐŬƐ
DĂŶƵĂůŚĞĐŬƐ
sŽŝĚĞĚŚĞĐŬƐ
ŝƐĐŽƵŶƚ
WĂLJŵĞŶƚ
WĂLJŵĞŶƚdLJƉĞ ŽƵŶƚ
ĂŶŬŽĚĞt&ŚĞĐŬŝŶŐ^ƵŵŵĂƌLJ
ĂŶŬƌĂĨƚƐ

&dΖƐ
ϴϰ
Ϭ
Ϭ
Ϯϱ
Ϭ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
ϭϬϵ Ϭ͘ϬϬ
WĂLJŵĞŶƚ
ϳϭϮ͕ϮϰϮ͘Ϯϴ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
ϭ͕ϴϰϱ͕ϳϱϲ͘ϰϰ
Ϭ͘ϬϬ
Ϯ͕ϱϱϳ͕ϵϵϴ͘ϳϮ
WĂLJĂďůĞ
ŽƵŶƚ
ϭϬϲ
Ϭ
Ϭ
ϮϮ
Ϭ
ϭϮϴ

DLJŚĞĐŬZĞƉŽƌƚ ĂƚĞZĂŶŐĞ͗ϬϵͬϬϭͬϮϬϮϰͲϬϵͬϯϬͬϮϬϮϰ
10/1/2024 8:07:18 AM Page 4 of 4
ůůĂŶŬŽĚĞƐŚĞĐŬ^ƵŵŵĂƌLJ
WĂLJŵĞŶƚdLJƉĞ ŝƐĐŽƵŶƚ
WĂLJŵĞŶƚ
ŽƵŶƚ WĂLJŵĞŶƚ
WĂLJĂďůĞ
ŽƵŶƚ
ZĞŐƵůĂƌŚĞĐŬƐ
DĂŶƵĂůŚĞĐŬƐ
sŽŝĚĞĚŚĞĐŬƐ
ĂŶŬƌĂĨƚƐ

&dΖƐ
ϴϰ
Ϭ
Ϭ
Ϯϱ
Ϭ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
ϭϬϵ Ϭ͘ϬϬ
ϳϭϮ͕ϮϰϮ͘Ϯϴ
Ϭ͘ϬϬ
Ϭ͘ϬϬ
ϭ͕ϴϰϱ͕ϳϱϲ͘ϰϰ
Ϭ͘ϬϬ
Ϯ͕ϱϱϳ͕ϵϵϴ͘ϳϮ
ϭϬϲ
Ϭ
Ϭ
ϮϮ
Ϭ
ϭϮϴ
&ƵŶĚ EĂŵĞ ŵŽƵŶƚ WĞƌŝŽĚ
&ƵŶĚ^ƵŵŵĂƌLJ
ϵϵϴ WŽŽůĞĚĂƐŚ ϵͬϮϬϮϰ Ϯ͕ϱϱϳ͕ϵϵϴ͘ϳϮ
Ϯ͕ϱϱϳ͕ϵϵϴ͘ϳϮ

09/05/24 09/19/24 Total
Check Issued 1,615.20 1,926.78 3,541.98
(a) Direct Deposits 132,382.70 127,109.11 259,491.81
(b) ICMA & Union Dues 2,655.00 2,655.00 5,310.00
(c) CalPERS Ret & 457 Plan 24,456.43 25,291.83 49,748.26 (d) Payroll taxes 30,204.43 29,304.18 59,508.61
(e) CalPERS Medical 77,538.94 77,538.94
(f) Medical 5,105.56 4,966.86 10,072.42
Total Amount 274,793.66 190,418.36 465,212.02
(a) Employees / Council Members / Commissioners
(b) ICMA & Union Dues
(c) CalPERS Retirement & 457 Plan
(d) Federal / State payroll taxes and unemployment
(e) CalPERS Medical (active and retired)
(f) Medical Insurance - Active and Retired employees

CITY OF CUDAHY
Payroll - including payroll taxes and insurance premiums:

Attachment B Page 35 of 267
Type Issuer Amount % of Total
Deposit - 4588 Wells Fargo 2,759,013.53 13.44%
Successor Agency - 0688 Wells Fargo 3,058,519.03 14.89% Checking - 7128 Wells Fargo 348,764.83 1.70%
Payroll - 4570 Wells Fargo 297,323.89 1.45%
Savings - 4752 Wells Fargo 333,287.33 1.62%
Money Market Account Bank of New York (BNY) (a) 1,727,748.70 8.41% Pooled Savings State Local Agency 12,009,745.74 58.49%
Investment Fund (LAIF)
Total 20,534,403.05 100.00%
Pursuant to California Government Code Section 53646(b), I hereby certify that all investments held by the Authority are in compliance with state law and the agency's Statement of Investment Policy, and that there are sufficient funds within the agency's investment holdings to meet the Authority's cash flow requirements for the next six (6) months.

Respectfully submitted,
Joshua Calhoun
Joshua Calhoun
Finance Director

CITY OF CUDAHY
Statement of Investments
September 30, 2024
Attachment C Page 36 of 267
Month
Receipts Disbursement
July 2024 $ 1,537,864.08 $ 3,641,311.49 (a)
August 2024 995,697.04 1,290,369.09
September 2024 913,424.92 3,023,210.74 (b)
October 2024
November 2024
December 2024
January 2025
February 2025
March 2025
April 2025
May 2025
June 2025
Total: $ 3,446,986.04 7,954,891.32
Note (a) - City liab. & workers comp insurance, and PERS unfunded pension liab.

Note (b) - Includes $1.7M Debt Service payment
Month
Cash Receipts Disbursement
July 2024 $ 963,942.68 $ 2,896,825.05 (1)
August 2024 678,458.46 1,051,901.91
September 2024 545,421.73 998,247.07
October 2024
November 2024
December 2024
January 2025
February 2025
March 2025
April 2025
May 2025
June 2025
Total: $ 2,187,822.87 $ 4,946,974.03
Note (1) - City liab. & workers comp insurance, and PERS unfunded pension liab.

All Funds
General Fund
City of Cudahy
Summary of Cash Receipt/Disbursement by Month - FY 2024-2025 Attachment D Page 37 of 267
Month
Receipts Disbursement
July 2023 $ 1,698,263.55 $ 2,043,188.80 (a)
August 2023 1,570,904.87 3,148,357.16 (b)
September 2023 1,125,855.21 1,693,834.27
October 2023 1,259,614.45 848,009.43
November 2023 1,061,252.71 1,514,985.44
December 2023 770,294.89 1,120,942.42
January 2024 3,400,198.28 (c) 2,880,738.20 (d)
February 2024 1,189,496.91 1,382,500.65
March 2024 846,479.31 1,818,213.76 (e)
April 2024 1,764,923.25 1,399,214.40
May 2024 2,994,309.17 (f) 1,090,538.63
June 2024 1,114,305.30 1,906,535.54
Total: $ 18,795,897.90 20,847,058.70
Note (a) - City liab. & workers comp insurance, and PERS unfunded pension liab.

Note (b) - Includes $1,893,444 to Siemens Industries
Note (c) - Includes $1,786,952 in Motor Vehicle In-lieu fees Note (d) - Includes $1,141,928 paid to LA County Sheriff - 3 invoices Note (e) - Includes $158,445 paid to National Auto Fleet - vehicle Note (f) - Includes $1,786,952 in Motor Vehicle In-lieu receipt Month
Cash Receipts Disbursement
July 2023 $ 913,951.26 $ 1,604,912.00 (1)
August 2023 1,069,666.17 2,784,467.93 (2)
September 2023 797,120.38 1,543,754.51
October 2023 759,320.17 710,945.37
November 2023 632,862.51 1,244,543.67
December 2023 526,471.62 679,307.44
January 2024 2,671,465.70 (3) 2,421,667.28 (4)
February 2024 740,080.40 1,107,319.93
March 2024 563,376.03 1,261,506.18
April 2024 1,187,411.21 1,169,015.14
May 2024 2,640,204.13 (5) 567,429.42
June 2024 872,580.09 1,373,988.45
Total: $ 13,374,509.67 $ 16,468,857.32
Average Per Month: 1,114,542.47 1,372,404.78
Note (1) - City liab. & workers comp insurance, and PERS unfunded pension liab.

Note (2) - Includes $1,893,444 to Siemens Industries
Note (3) - Includes $1,786,952 in Motor Vehicle In-lieu fees Note (4) - Includes $158,445 paid to National Auto Fleet - vehicle Note (4) - Includes $1,786,952 in Motor Vehicle In-lieu receipt.

City of Cudahy
Summary of Cash Receipt/Disbursement by Month - FY 2023-2024 All Funds
General Fund
Attachment E Page 38 of 267
Supplier - Name Amount G/L Account
Rcxmlsgo 14,038.60 RCX Sports -MLS GO Adaptive Division Uniforms Inv#1160 Walters Wholesale Elec#20 7,487.59 Electrical boxes and timers United Rentals #15618 5,260.92 Portable a/c units
Sq *unique Landscape Serv 5,031.00 Cudahy Park sod
Apple.Com/Us 3,382.44 Apple IPAD AIR (1) 1TB 13 inch
Embassy Suites Downey 3,371.42 Hotel Reservation for guest from San Miguel el Alto.

Paypal 3,075.00 M.Fuentes - California Contract Cities Association Zoom.Us 888-799-9666 3,037.34 Zoom Annual Subscription
Cprs 2,835.00 Registration to the California Parks and Recreation Society National Construction Ren 2,399.36 National Construction Rentals Sq *tnt Fireworks 2,355.02 Fireworks cost
Sq *bell Chamber Of Comme 2,100.00 SELA Pride 2024 Sponsorship Staples Inc 1,892.80 Printer for Lugo Yard and other office supplies The Webstaurant Store Inc 1,821.41 New Ice Machine for Maintenance Crew Chick-Fil-A #04415 1,504.31 Q1 All-Hands Staff Meeting
Los Angeles Dodgers I 1,440.00 Tickets to LA Dodger Game - Community Excursion Icma Online 1,195.00 ICMA conference registration
Vista Paint Long Beach 1,190.70 Field marking
Dmi* Dell Bus Online 1,160.66 Spare PC computer replacement Southwes 1,102.93 2024 ICMA Annual Conference
California Building Of 1,070.00 California Building Officials training.

In *i And O Party Rentals 1,048.93 beer garden White fencing Hp *hp.Com Store 902.95 New Printer for Front Counter
Gladstones 901.53 sister city
Www.Gomsa.Net 803.40 MSA training
Fedex Offic10200010249 786.36 Signage for national night out, binding for legislative platform Fsp*cindys Jumpers, Llc 773.48 Rental of Bouncy houses for national night out.

Globe Party Inc 770.00 Chase and Marshall PAW Patrol NNO Event Msft * E0300svr22 698.90 Microsoft 365 Annual Subscription Adobe *adobe 671.72 Adobe Acrobat Monthly subscription
McCullum Innovation Co 657.28 Mc Cullum Innovation Co training and meetings quarterly meeting Vistaprint 651.16 I love cudahy marketing stickers and shirts - national night out League Of California Cit 650.00 League of CA Cities conference Lees Bbq & Boba 632.84 Independence Day refreshments for volunteers Icsc-Ny 625.00 ICSC business development.

Csf* Rtic 1qj9 612.58 Water jugs
4imprint, Inc 597.68 advertising - totes i love cudahy NNO C & S Sales, Inc. 584.49 Magnets requested by dr. g
Vivint Inc/Us 522.85 Alarm company
Vcn 451.75 Advertising
Bjs Restaurants 490 441.91 Advertising
Trusted Tech Team, Inc 410.99 Subscription
Sleep Inn Chicago Midway 409.90 Subscription
Il Saggio 388.52 Office Supplies
Oakland Marriott City 381.31 Travel and meetings
Assn *order 350.00 Professional Membership
Msft * E0300svwdz 338.25 Subscription
Credit Card Payment Detail
Aug, 01, 2024 to Aug, 31, 2024, paid on Sep, 08, 2024

Attachment F Page 39 of 267

ATTACHMENT F
Supplier - Name Amount G/L Account
Credit Card Payment Detail
Aug, 01, 2024 to Aug, 31, 2024, paid on Sep, 08, 2024
Promenade F And B 312.16 Special Event
Golden Bowl 17 280.16 Special Event
City Clerks Associatio 250.00 Special Event
Tropicana Bakery & Cuban 241.91 Special Event
Jersey Mikes Online Uc 204.95 Office Supplies
Sq *agua Y Salud 204.00 Office Supplies
Hp *instant Ink 201.62 Office Supplies
Triad Sports Group 191.31 Recreation Supplies
Nikys Sports -Long Beach 185.22 Recreation Supplies
Samsclub.Com 165.68 Office Supplies
American Air 150.77 Office Supplies
Business.Apple.Com 140.53 Subscription
Csmfo 135.00 Subscription
Amazon Mar* 112-940899 131.32 Subscription
Costco *annual Renewal 120.00 Subscription
Amazon Mktpl 106.86 Office Supplies
Smart And Final 319 89.21 Training and Education
Sees Candy 0144 86.00 Special Event
American Society For P 80.00 Special Event
Party City 520 69.28 Special Event
Wm Supercenter #3522 67.86 Office Supplies
Norms - Downey 64.03 Travel and meetings
Idrive.Com* Overuse Ch 59.52 Subscription
Northgate Market #002 56.21 Subscription
Aji Verde 52.65 Travel and meetings
Www.Cvs.Com 50.77 Plaques and Badges
The Marketplace Grill Caf 49.61 Plaques and Badges
Allianz Travel Ins 46.85 Plaques and Badges
Cudahy Sinclair 46.13 Gasoline
Cudahy 44.97 Vehicle Maintenance
2dodger Stadm 42.13 Special Event
Ringcentral Inc. 39.26 Telephone
Msft * E0300svurx 32.00 Subscription
Linde Gas & Equipment Inc 30.76 Street Maintenance
Dollar Tree 27.66 Office Supplies
Speedway 4889 22.92 Vehicle Maintenance
Starbucks 800-782-7282 22.00 Office Supplies
7-Eleven 33323 21.45 Special Event
Exxon Sunwest58 20.28 Special Event
Michaels Stores 1229 19.83 Office Supplies
Mid Ship Market 19.62 Special Event
Starbucks 67663 18.95 Office Supplies
Sq *alexhotdogs 18.00 Special Event
1903 St Francis Medical 16.00 Travel and meetings
Digitalspace 14.00 Telephone
Tst* Nothing Bundt Cakes 13.00 Employee Recognition

ATTACHMENT F
Supplier - Name Amount G/L Account
Credit Card Payment Detail
Aug, 01, 2024 to Aug, 31, 2024, paid on Sep, 08, 2024
Southgate Ampm Sogaca-001 9.00 Vehicle Maintenance
Usps Po 0505780402 8.73 Vehicle Maintenance
Msft * E0300svr23 8.00 Subscription
76 - Rocket 166 7.19 Special Event
Msft * E0300svsag 5.00 Subscription
Apple.Com/Bill 4.99 Recreation Supplies
Cheapairportparking (84.73) Travel and meetings
Full Source, Llc (98.36) Travel and meetings
Hotelscom7205480215854 (638.19) Travel and meetings
Delta Air (865.33) Travel and meetings
Expedia 72829424627011 (977.82) Travel and meetings
84,456.20

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“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 1 of 3

STAFF REPORT
Date: October 15, 2024
To: Honorable Mayor/Chair and City Council/Agency Members From: From: Alfonso Noyola, City Manager/Executive Director By: Joshua Calhoun, Finance Director
Subject: Approval of Professional Services Agreement for Comprehensive Fee Study Services

RECOMMENDATION
The City Council is requested to rescind prior approval and direction of a Comprehensive Fee Study Services with Willdan Financial Services (“Willdan”) and approve a Professional Services Agreement (PSA) with Willdan to provide Comprehensive Fee Study Services, with an updated proposal, with a Not to exceed amount of $27,700.

BACKGROUND

1. On May 20, 2024, the City of Cudahy (“City”) issued a Request for Proposals (RFP) for Comprehensive Fee Study Services.

2. On June 20, 2024, the RFP due date, the City received four proposals.

3. On July 22, 2024, the City reviewed all four proposals.

4. On July 24, 2024, the City notified Willdan that it was the top-ranked in the RFP process and would be recommended to the City Council for contract approval.

5. On August 20, 2024, staff presented an agreement to the City Council for approval.

6. On August 20, 2024, the City Council unanimously approved a contract between Willdan and the City, the motion included a modification to the proposed task work plan by adding a presentation to the City Council at Task 2 as listed in the Proposal for Comprehensive User Fee Study.

Item Number
14A

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 2 of 3

ANALYSIS
The Service Fee Study is designed to determine the full costs incurred by the City to support the various activities for which the City charges service fees. Although, it is not feasible for the City to achieve 100% cost recovery, the study identifies reasonable full cost recovery for City services and the recommended level of recovery as determined through discussion with departmental staff.

Updated service fees are significant to City operations as they identify the true cost of providing a service, ensuring that there is adequate funding to minimize staff shortages and decreases in quality of services.

Since the last fee study that was completed and approved by the City Council in May 2022, there have been severalsignificant events that would change the cost relating to the fees. First being a comprehensive salary study which marked most staff positions to market levels for the first time in over a decade. Secondly, is overall inflation that has increased 7.5% since the last study was conducted. Additionally, the structure of city personnel has changed in how the services are done and performed.

Following best practices, the City issued an RFP to provide comprehensive fee study services.

The City received four (4) proposals during the RFP phase. The four price submittal summaries are below:

Firm Name/State Price
Willdan Financial Services $27,700
Revenue & Cost Specialist, LLC $30,800
Government Consulting Partners, Inc. $41,485
Matrix Consulting Group $53,800
Due to Willdan’s extensive experience with cities, expertise, cost, and ability to perform the task requested in the RFP, the City deemed Willdan to be the most responsive, and responsible bidder. If approved, Wildan would provide comprehensive fee study services.

Subsequent to the August 20, 2024, City Council Meeting wherein the City Council adopted an agreement with Willdan with a modification to have a presentation at Task 2, staff has discussed the timing with Willdan and it is recommended that the presentation instead be incorporated at Task 5. This modification will provide an additional meeting with the City Council in the early stages of the study. Task 5 is where the consultant and staff will have more comprehensive information to share with City Council based on interviews with City departments as well as a survey of surrounding cities. The presentation at Task 5 s will provide

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 3 of 3

the City Council an opportunity to provide input and feedback early in the process.

CONCLUSION
Comprehensive Fee Study services are necessary for City operations in order to recover cost of services and to maintain or increase service capacity.

City staff recommendsthe City Council rescind the prior approval of an agreement with Willdan Financial Services for comprehensive fee study services and approve the professional services agreement with Willdan, attached as Exhibit A, to provide these services, with the modification of the presentation at Task 5.

The results of the study will be presented separately to the City Council once completed for discussion, consideration, and possible adoption. .

STRATEGIC PLAN CORRELATION
None.

FINANCIAL IMPACT
The Not-to-Exceed amount for the comprehensive fee study services is $27,700. The services will be funded through the City’s General Fund.

ATTACHMENTS
A. Draft Professional Services Agreement between the City of Cudahy and Willdan Financial Services.

2024

PROFESSIONAL SERVICES AGREEMENT
(Engagement: Comprehensive Fee Study)
(Parties: Willdan Financial Services and City of Cudahy) THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter, “Agreement”) is made and entered into this ___________ day of 2024 (hereinafter, the “Effective Date”) by and between the CITY OF CUDAHY, a municipal corporation (hereinafter, “CITY”) and WILLDAN FINANCIAL SERVICES, (hereinafter, “CONSULTANT”). For the purposes of this Agreement, CITY and CONSULTANT may be referred to collectively by the capitalized term “Parties.” The capitalized term “Party” may refer to CITY or CONSULTANT interchangeably, as appropriate.

RECITALS
WHEREAS, CITY requires a qualified Comprehensive Fee Study Consultant; and WHEREAS, CITY staff has determined that CONSULTANT possesses the experience, skills and training necessary to competently provide such services to CITY.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions herein contained, CITY and CONSULTANT agree as follows:

I.

ENGAGEMENT TERMS

1.1TERM: This Agreement shall have a term commencing from the Effective Date through June 30, 2025 (hereinafter, the “Term”) . Nothing in this Section shall operate to prohibit or otherwise restrict the CITY’s ability to terminate this Agreement at any time for convenience or for cause as provided under Article V (Termination), below.

1.2 SCOPE OF SERVICES:

A. Subject to the terms and conditions set forth in this Agreement and all exhibits attached and incorporated hereto, CONSULTANT agrees to perform the services and tasks set forth in Exhibit “A” (hereinafter referred to as the “Proposal”). CONSULTANT further agrees to furnish to CITY all labor, materials, tools, supplies, equipment, services, tasks and incidental and customary work necessary to competently perform and timely complete the services and tasks set forth in the Proposal. For the purposes of this Agreement, the aforementioned services and tasks set forth in the Proposal shall hereinafter be referred to generally by the capitalized term “Work”.

1.3 COMPENSATION: CONSULTANT shall perform the Work in accordance with the Attachment A Page 46 of 267

“Cost Proposal/ Fee Schedule” which is attached and incorporated hereto as Exhibit “B” (hereinafter, the “COMPENSATION RATE”). The foregoing notwithstanding, CONSULTANT’s total compensation for the performance of all Work contemplated under this Agreement, will not exceed the aggregate budgeted sum of TWENTY-SEVEN THOUSAND SEVEN HUNDRED DOLLARS ($27,700) (hereinafter, the “Not-to-Exceed Sum”) during the Term of this Agreement, unless such added expenditure is first approved by the City Council. In the event CONSULTANT’s charges are projected to exceed the Aggregate Not-to-Exceed Sum prior to the expiration of this Agreement, CITY may suspend CONSULTANT’s performance pending CITY approval of any anticipated expenditures in excess of the Aggregate Not-to-Exceed Sum or any other CITY approved amendment to the compensation terms of this Agreement.

1.4 PAYMENT OF COMPENSATION: Following the conclusion of each calendar month, CONSULTANT will submit to CITY an itemized invoice indicating the services performed and tasks completed during the recently concluded calendar month, including services and tasks performed and the reimbursable out-of-pocket expenses incurred. If the amount of CONSULTANT’s monthly compensation is a function of hours worked by CONSULTANT’s personnel, the invoice should indicate the number of hours worked in the recently concluded calendar month, the persons responsible for performing the Work, the rate of compensation at which such services and tasks were performed, the subtotal for each task and service performed and a grand total for all services performed. Within thirty (30) calendar days of receipt of each invoice, CITY will notify CONSULTANT in writing of any disputed amounts included in the invoice. Within forty-five (45) calendar days of receipt of each invoice, CITY will pay all undisputed amounts included on the invoice. CITY will not withhold applicable taxes or other authorized deductions from payments made to CONSULTANT.

1.5 ACCOUNTING RECORDS: CONSULTANT will maintain complete and accurate records with respect to all matters covered under this Agreement for a period of three (3) years after the expiration or termination of this Agreement. CITY will have the right to access and examine such records, without charge, during normal business hours. CITY will further have the right to audit such records, to make transcripts therefrom and to inspect all program data, documents, proceedings, and activities.

1.6 ABANDONMENT BY CONSULTANT: In the event CONSULTANT ceases to perform the Work agreed to under this Agreement or otherwise abandons the undertaking contemplated herein prior to the expiration of this Agreement or prior to completion of any or all tasks set forth in the Scope of Services, CONSULTANT will deliver to CITY immediately and without delay, all materials, records and other work product prepared or obtained by CONSULTANT in the performance of this Agreement. Furthermore, CONSULTANT will only be compensated for the reasonable value of the services, tasks and other Work performed up to the time of cessation or abandonment, less a deduction for any damages, costs or additional expenses which CITY may incur as a result of CONSULTANT’s cessation or abandonment.

II.

PERFORMANCE OF AGREEMENT

2.1 CITY’S REPRESENTATIVE: The CITY hereby designates Joshua Calhoun, Finance Director (hereinafter, the “CITY Representative”) to act as its representative for the performance of this Agreement. The CITY Representative or their designee will act on behalf of the CITY for all purposes under this Agreement. CONSULTANT will not accept directions or orders from any person other than the CITY Representative or their designee. Notice to the CITY Representative will constitute notice to CITY.

2.2 CONSULTANT REPRESENTATIVE: CONSULTANT hereby designates Chris Fisher, Vice President / Director to act as its representative for the performance of this Agreement (hereinafter, “CONSULTANT Representative”). CONSULTANT Representative will have full authority to represent and act on behalf of the CONSULTANT for all purposes under this Agreement. CONSULTANT Representative or designee will supervise and direct the performance of the Work, using his best skill and attention, and will be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Work under this Agreement. Notice to the CONSULTANT Representative will constitute notice to CONSULTANT.

2.3 COORDINATION OF SERVICE; CONFORMANCE WITH REQUIREMENTS:

CONSULTANT agrees to work closely with CITY staff in the performance of the Work and this Agreement and will be available to CITY staff and the CITY Representative at all reasonable times. All work prepared by CONSULTANT will be subject to inspection and approval by CITY Representative or his or her designees.

2.4 STANDARD OF CARE; PERFORMANCE OF EMPLOYEES: CONSULTANT represents, acknowledges and agrees to the following:

A. CONSULTANT will perform all Work skillfully, competently and to the highest standards of CONSULTANT’s profession;
B. CONSULTANT shall at all times employ such force, plant, materials, and tools as will be sufficient in the opinion of the CITY to perform the Services within the time limits established, and as provided herein. It is understood and agreed that said tools, equipment, apparatus, facilities, labor, and material shall be furnished and said Services performed and completed as required by the Agreement, and subject to the approval of the CITY’s authorized representative.

C. CONSULTANT will perform all Work in a manner reasonably satisfactory to the CITY;
D. CONSULTANT will comply with all applicable federal, state and local laws

and regulations, including the conflict of interest provisions of Government Code Section 1090 and the Political Reform Act (Government Code Section 81000 et seq.) CONSULTANT shall be liable for all violations of such laws and regulations in connection with Services. If CONSULTANT performs any work knowing it to be contrary to such laws, rules and regulations, CONSULTANT shall be solely responsible for all costs arising therefrom; E. CONSULTANT understands the nature and scope of the Work to be performed under this Agreement as well as any and all schedules of performance;
F. All of CONSULTANT’s employees and agents possess sufficient skill, knowledge, training and experience to perform those services and tasks assigned to them by CONSULTANT; and
G. All of CONSULTANT’s employees and agents (including, but not limited to, subcontractors and subconsultants) possess all licenses, permits, certificates, qualifications and approvals of whatever nature that are legally required to perform the tasks and services contemplated under this Agreement and all such licenses, permits, certificates, qualifications and approvals will be maintained throughout the term of this Agreement and made available to CITY for copying and inspection.

The Parties acknowledge and agree that CONSULTANT will perform, at CONSULTANT’s own cost and expense and without any reimbursement from CITY, any services necessary to correct any errors or omissions caused by CONSULTANT’s failure to comply with the standard of care set forth under this Section or by any like failure on the part of CONSULTANT’s employees, agents, contractors, subcontractors and subconsultants. Such effort by CONSULTANT to correct any errors or omissions will be commenced immediately upon their discovery by either Party and will be completed within seven (7) calendars days from the date of discovery or such other extended period of time authorized by the CITY Representative in writing and in her sole and absolute discretion. The Parties acknowledge and agree that CITY’s acceptance of any work performed by CONSULTANT or on CONSULTANT’s behalf will not constitute a release of any deficiency or delay in performance. The Parties further acknowledge, understand and agree that CITY has relied upon the foregoing representations of CONSULTANT, including but not limited to the representation that CONSULTANT possesses the skills, training, knowledge and experience necessary to perform the Work skillfully, competently and to the highest standards of CONSULTANT’s profession.

2.5 ASSIGNMENT: The skills, training, knowledge and experience of CONSULTANT are material to CITY’s willingness to enter into this Agreement. Accordingly, CITY has an interest in the qualifications and capabilities of the person(s) who will perform the services and tasks to be undertaken by CONSULTANT or on behalf of CONSULTANT in the performance of this Agreement. In recognition of this interest, CONSULTANT agrees that it will not assign or transfer, either directly or

indirectly or by operation of law, this Agreement or the performance of any of CONSULTANT’s duties or obligations under this Agreement without the prior written consent of the CITY. In the absence of CITY’s prior written consent, any attempted assignment or transfer will be ineffective, null and void and will constitute a material breach of this Agreement.

2.6 SUBSTITUTION OF KEY PERSONNEL: CONSULTANT has represented to CITY that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, CONSULTANT may substitute other personnel of at least equal competence upon written approval of CITY. In the event that CITY and CONSULTANT cannot agree as to the substitution of key personnel, CITY shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the CITY, or who are determined by the CITY to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the CONSULTANT at the request of the CITY.

2.7 CONTROL AND PAYMENT OF SUBORDINATES; INDEPENDENT
CONTRACTOR: The Work will be performed by CONSULTANT or under CONSULTANT’s strict supervision. CONSULTANT will determine the means, methods and details of performing the Work subject to the requirements of this Agreement. CITY retains CONSULTANT on an independent contractor basis and not as an employee. CONSULTANT reserves the right to perform similar or different services for other principals during the term of this Agreement, provided such work does not unduly interfere with CONSULTANT’s competent and timely performance of the Work contemplated under this Agreement and provided the performance of such services does not result in the unauthorized disclosure of CITY’s confidential or proprietary information. Any additional personnel performing the Work under this Agreement on behalf of CONSULTANT are not employees of CITY and will at all times be under CONSULTANT’s exclusive direction and control. CONSULTANT will pay all wages, salaries and other amounts due such personnel and will assume responsibility for all benefits, payroll taxes, Social Security and Medicare payments and the like. CONSULTANT will be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: Social Security taxes, income tax withholding, unemployment insurance, disability insurance, workers’ compensation insurance and the like.

2.8 REMOVAL OF EMPLOYEES OR AGENTS: If any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants is determined by the CITY Representative to be uncooperative, incompetent, a threat to the adequate or timely performance of the tasks assigned to CONSULTANT, a threat to persons or property, or if any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants fail or refuse to perform the Work in a manner acceptable to the CITY, such officer, employee, agent, contractor, subcontractor or subconsultant will be promptly removed by CONSULTANT and

will not be reassigned to perform any of the Work.

2.9 COMPLIANCE WITH LAWS: CONSULTANT will keep itself informed of and in compliance with all applicable federal, state or local laws to the extent such laws control or otherwise govern the performance of the Work. CONSULTANT’s compliance with applicable laws will include, without limitation, compliance with all applicable Cal/OSHA requirements and applicable regulations of the U.S.

Department of Housing and Urbanization.

2.10 NON-DISCRIMINATION: CONSULTANT represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

2.11 INDEPENDENT CONTRACTOR STATUS: The Parties acknowledge, understand and agree that CONSULTANT and all persons retained or employed by CONSULTANT are, and will at all times remain, wholly independent contractors and are not officials, officers, employees, departments or subdivisions of CITY.

CONSULTANT will be solely responsible for the negligent acts and/or omissions of its employees, agents, contractors, subcontractors and subconsultants.

CONSULTANT and all persons retained or employed by CONSULTANT will have no authority, express or implied, to bind CITY in any manner, nor to incur any obligation, debt or liability of any kind on behalf of, or against, CITY, whether by contract or otherwise, unless such authority is expressly conferred to CONSULTANT under this Agreement or is otherwise expressly conferred by CITY in writing.

III.

INSURANCE

3.1 DUTY TO PROCURE AND MAINTAIN INSURANCE: Prior to the beginning of and throughout the duration of the Work, CONSULTANT will procure and maintain policies of insurance that meet the requirements and specifications set forth under this Article. CONSULTANT will procure and maintain the following insurance coverage, at its own expense:

A. Commercial General Liability Insurance: CONSULTANT will procure and maintain Commercial General Liability Insurance (“CGL Coverage”) as broad as Insurance Services Office Commercial General Liability coverage (occurrence Form CG 0001) or its equivalent. Such CGL Coverage will have minimum limits of no less than One Million Dollars ($1,000,000.00) per occurrence and Two Million Dollars ($2,000,000.00) in the general aggregate for bodily injury, personal injury, property damage, operations, products and completed operations, and contractual liability.

B. Automobile Liability Insurance: CONSULTANT will procure and maintain

Automobile Liability Insurance as broad as Insurance Services Office Form Number CA 0001 covering Automobile Liability, Code 1 (any auto). Such Automobile Liability Insurance will have minimum limits of no less than Two Million Dollars ($2,000,000.00) per accident for bodily injury and property damage.

C. Workers’ Compensation Insurance/ Employer’s Liability Insurance: A policy of workers’ compensation insurance in such amount as will fully comply with the laws of the State of California and which will indemnify, insure and provide legal defense for both CONSULTANT and CITY against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by CONSULTANT in the course of carrying out the Work contemplated in this Agreement.

3.2 ADDITIONAL INSURED REQUIREMENTS: The CGL Coverage and the Automobile Liability Insurance will contain an endorsement naming the CITY and CITY’s elected and appointed officials, officers, employees, agents and volunteers as additional insureds.

3.3 REQUIRED CARRIER RATING: All varieties of insurance required under this Agreement will be procured from insurers admitted in the State of California and authorized to issue policies directly to California insureds. Except as otherwise provided elsewhere under this Article, all required insurance will be procured from insurers who, according to the latest edition of the Best’s Insurance Guide, have an A.M. Best’s rating of no less than A:VII. CITY may also accept policies procured by insurance carriers with a Standard & Poor’s rating of no less than BBB according to the latest published edition the Standard & Poor’s rating guide. As to Workers’ Compensation Insurance/ Employer’s Liability Insurance, the CITY Representative is authorized to authorize lower ratings than those set forth in this Section.

3.4 PRIMACY OF CONSULTANT’S INSURANCE: All policies of insurance provided by CONSULTANT will be primary to any coverage available to CITY or CITY’s elected or appointed officials, officers, employees, agents or volunteers. Any insurance or self-insurance maintained by CITY or CITY’s elected or appointed officials, officers, employees, agents or volunteers will be in excess of CONSULTANT’s insurance and will not contribute with it.

3.5 WAIVER OF SUBROGATION: All insurance coverage provided pursuant to this Agreement will not prohibit CONSULTANT or CONSULTANT’s officers, employees, agents, subcontractors or subconsultants from waiving the right of subrogation prior to a loss. CONSULTANT hereby waives all rights of subrogation against CITY, its officials, officers, employees, agents and volunteers.

3.6 VERIFICATION OF COVERAGE: CONSULTANT acknowledges, understands and agrees, that CITY’s ability to verify the procurement and maintenance of the insurance required under this Article is critical to safeguarding CITY’s financial

well-being and, indirectly, the collective well-being of the residents of the CITY.

Accordingly, CONSULTANT warrants, represents and agrees that it will furnish CITY with original certificates of insurance and endorsements evidencing the coverage required under this Article on forms satisfactory to CITY in its sole and absolute discretion. The certificates of insurance and endorsements for each insurance policy will be signed by a person authorized by that insurer to bind coverage on its behalf, and will be on forms provided by the CITY if requested. All certificates of insurance and endorsements will be received and approved by CITY as a condition precedent to CONSULTANT’s commencement of any Work or any of the Work. Upon CITY’s written request, CONSULTANT will also provide CITY with certified copies of all required insurance policies and endorsements.

3.7 CONSULTANT shall obtain and furnish to CITY a professional liability insurance policy covering the work to be performed hereunder. The policy shall provide coverage for CONSULTANT’s professional liability in an amount not less than One Million Dollars ($1,000,000) per occurrence and in the aggregate. The abovementioned insurance shall not contain a self-insured retention, deductible, or any other similar form of limitation on the required coverage except with the express written consent of CITY. A claims-made policy shall be acceptable if the policy further provides that; (i) the policy restrictive date coincides with or precedes the initiation of the Scope of Work (including subsequent policies purchased as renewals or replacements); and (ii) CONSULTANT shall notify the CITY of circumstances or incidents that might give rise to future claims. If insurance is terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two (2) years to report claims arising from Work performed in connection with this Agreement.

3.8 FAILURE TO MAINTAIN COVERAGE: In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, CITY has the right but not the duty to obtain the insurance it deems necessary, and any premium paid by CITY will be promptly reimbursed by CONTRACTOR or CITY will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, CITY may cancel this Agreement effective upon notice.

3.9 SPECIAL RISKS OR CIRCUMSTANCES. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

IV.

INDEMNIFICATION

4.1 The Parties agree that CITY and CITY’s elected and appointed officials, officers, employees, agents and volunteers (hereinafter, the “CITY Indemnitees”) should, to the fullest extent permitted by law, be protected from any and all loss, injury,

damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, or any other cost arising out of or in any way related to the performance of this Agreement. Accordingly, the provisions of this indemnity provision are intended by the Parties to be interpreted and construed to provide the CITY Indemnitees with the fullest protection possible under the law. CONSULTANT acknowledges that CITY would not enter into this Agreement in the absence of CONSULTANT’s commitment to indemnify, defend and protect CITY as set forth herein Notwithstanding the foregoing, to the extent CONSULTANT’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT.

CONSULTANT’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the CITY, its officials, officers, employees, agents or volunteers.

4.2 To the fullest extent permitted by law, CONSULTANT shall indemnify, hold harmless and defend the CITY Indemnitees from and against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys’ fees, expert fees and all other costs, and fees of litigation) of every nature arising out of or in connection with CONSULTANT’s performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the sole negligence or willful misconduct of the CITY.

4.3 CITY shall have the right to offset against the amount of any compensation due to CONSULTANT under this Agreement, any amount due to CITY from CONSULTANT as a result of CONSULTANT’s failure to either pay CITY promptly for any costs associated with CONSULTANT’s obligations to indemnify the CITY Indemnitees under this Article, or related to CONSULTANT’s failure to either (i) pay taxes on amounts received pursuant to this Agreement or (ii) comply with applicable workers’ compensation laws.

4.4 The obligations of CONSULTANT under this Article will not be limited by the provisions of any workers’ compensation act or similar act. CONSULTANT expressly waives its statutory immunity under such statutes or laws as to CITY and CITY’s elected and appointed officials, officers, employees, agents, and volunteers.

4.5 CONSULTANT agrees to obtain executed indemnity agreements with provisions identical to those set forth herein this Article from each and every subcontractor or any other person or entity involved by, for, with or on behalf of CONSULTANT in the performance of this Agreement. In the event CONSULTANT fails to obtain such indemnity obligations from others as required herein, CONSULTANT agrees to be fully responsible and indemnify, hold harmless and defend CITY and CITY’s elected and appointed officials, officers, employees, agents, and volunteers from and against any and all claims and losses, costs or expenses for any damage due to death or injury to any person and injury to any property resulting from any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or

omissions of CONSULTANT’s subcontractors or any other person or entity involved by, for, with or on behalf of CONSULTANT in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of CITY’s choice.

4.6 CITY does not, and shall not waive any rights that it may possess against CONSULTANT because of the acceptance by CITY, or the deposit with CITY, of any insurance policy or certificate required pursuant to this Agreement. This hold harmless and indemnification provision shall apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost, or expense.

4.7 This Article and all provisions contained herein (including but not limited to the duty to indemnify, defend, and hold free and harmless) shall survive the termination or normal expiration of this Agreement and is in addition to any other rights or remedies which the CITY may have at law or in equity.

V.

TERMINATION

5.1 TERMINATION WITHOUT CAUSE: CITY may immediately terminate this Agreement at any time for convenience and without cause by giving prior written notice of CITY’s intent to terminate this Agreement which notice shall specify the effective date of such termination. Upon such termination for convenience, CONSULTANT will be compensated only for those services and tasks which have been performed by CONSULTANT up to the effective date of the termination.

CONSULTANT may not terminate this Agreement except for cause as provided under Section 5.2, below. If this Agreement is terminated as provided herein, CITY may require CONSULTANT to provide all finished or unfinished Documents and Data, as defined in section 6.1 below, and other information of any kind prepared by CONSULTANT in connection with the performance of the Work.

CONSULTANT will be required to provide such Documents and Data within fifteen (15) calendar days of CITY’s written request. No actual or asserted breach of this Agreement on the part of CITY pursuant to Section 5.2, below, will operate to prohibit or otherwise restrict CITY’s ability to terminate this Agreement for convenience as provided under this Section.

5.2 EVENTS OF DEFAULT; BREACH OF AGREEMENT:

A. In the event either Party fails to perform any duty, obligation, service or task set forth under this Agreement (or fails to timely perform or properly perform any such duty, obligation, service or task set forth under this Agreement), an event of default (hereinafter, “Event of Default”) will occur. For all Events of Default, the Party alleging an Event of Default will give written notice to the defaulting Party (hereinafter referred to as a “Default Notice”) which will specify: (i) the nature of the Event of Default; (ii) the action required to cure the Event of Default; (iii) a date by which the Event of Default will be cured, which will not be less than the applicable cure period set forth under

Sections 5.2B and 5.2C below or if a cure is not reasonably possible within the applicable cure period, to begin such cure and diligently prosecute such cure to completion. The Event of Default will constitute a breach of this Agreement if the defaulting Party fails to cure the Event of Default within the applicable cure period or any extended cure period allowed under this Agreement.

B. CONSULTANT will cure the following Events of Defaults within the following time periods:
i. Within ten (10) business days of CITY’s issuance of a Default Notice for any failure of CONSULTANT to timely provide CITY or CITY’s employees or agents with any information and/or written reports, documentation or work product which CONSULTANT is obligated to provide to CITY or CITY’s employees or agents under this Agreement.

Prior to the expiration of the 10-day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 10-day cure period. The foregoing notwithstanding, CITY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2B.i. that exceeds seven (7) calendar days from the end of the initial 10-day cure period; or ii. Within fourteen (14) calendar days of CITY’s issuance of a Default Notice for any other Event of Default under this Agreement. Prior to the expiration of the 14-day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 14-day cure period. The foregoing notwithstanding, CITY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2B.ii that exceeds thirty (30) calendar days from the end of the initial 14-day cure period.

In addition to any other failure on the part of CONSULTANT to perform any duty, obligation, service or task set forth under this Agreement (or the failure to timely perform or properly perform any such duty, obligation, service or task), an Event of Default on the part of CONSULTANT will include, but will not be limited to the following: (i) CONSULTANT’s refusal or failure to perform any of the services or tasks called for under the Scope of Work; (ii) CONSULTANT’s failure to fulfill or perform its obligations under this Agreement within the specified time or if no time is specified, within a reasonable time; (iii) CONSULTANT’s and/or its employees’ disregard or violation of any federal, state, local law, rule, procedure or regulation; (iv) the initiation of proceedings under any bankruptcy, insolvency, receivership, reorganization, or similar legislation as relates to CONSULTANT, whether voluntary of involuntary; (v) CONSULTANT’s refusal or failure to perform or observe any covenant, condition, obligation or provision of this Agreement; and/or

(vii) CITY’s discovery that a statement representation or warranty by CONSULTANT relating to this Agreement is false, misleading or erroneous in any material respect.

C. CITY will cure any Event of Default asserted by CONSULTANT within fortyfive (45) calendar days of CONSULTANT’s issuance of a Default Notice, unless the Event of Default cannot reasonably be cured within the 45-day cure period. Prior to the expiration of the 45-day cure period, CITY may submit a written request for additional time to cure the Event of Default upon a showing that CITY has commenced its efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 45-day cure period. The foregoing notwithstanding, an Event of Default dealing with CITY’s failure to timely pay any undisputed sums to CONSULTANT as provided under Section 1.5, above, will be cured by CITY within five (5) calendar days from the date of CONSULTANT’s Default Notice to CITY.

D. CITY, in its sole and absolute discretion, may also immediately suspend CONSULTANT’s performance under this Agreement pending
CONSULTANT’s cure of any Event of Default by giving CONSULTANT written notice of CITY’s intent to suspend CONSULTANT’s performance (hereinafter, a “Suspension Notice”). CITY may issue the Suspension Notice at any time upon the occurrence of an Event of Default. Upon such suspension, CONSULTANT will be compensated only for those services and tasks which have been rendered by CONSULTANT to the reasonable satisfaction of CITY up to the effective date of the suspension. No actual or asserted breach of this Agreement on the part of CITY will operate to prohibit or otherwise restrict CITY’s ability to suspend this Agreement as provided herein.

E. No waiver of any Event of Default or breach under this Agreement will constitute a waiver of any other or subsequent Event of Default or breach.

No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.

F. The duties and obligations imposed under this Agreement and the rights and remedies available hereunder will be in addition to and not a limitation of any duties, obligations, rights and remedies otherwise imposed or available by law. In addition to any other remedies available to CITY at law or under this Agreement in the event of any breach of this Agreement, CITY, in its sole and absolute discretion, may also pursue any one or more of the following remedies:
i. Upon written notice to CONSULTANT, the CITY may immediately terminate this Agreement in whole or in part;
ii. Upon written notice to CONSULTANT, the CITY may extend the time of performance;

iii. The CITY may proceed by appropriate court action to enforce the terms of the Agreement to recover damages for CONSULTANT’s breach of the Agreement or to terminate the Agreement; or
iv. The CITY may exercise any other available and lawful right or remedy.

CONSULTANT will be liable for all legal fees plus other costs and expenses that CITY incurs upon a breach of this Agreement or in the CITY’s exercise of its remedies under this Agreement.

G. In the event CITY is in breach of this Agreement, CONSULTANT’s sole remedy will be the suspension or termination of this Agreement and/or the recovery of any unpaid sums lawfully owed to CONSULTANT under this Agreement for completed services and tasks.

5.3 SCOPE OF WAIVER: No waiver of any default or breach under this Agreement will constitute a waiver of any other default or breach, whether of the same or other covenant, warranty, agreement, term, condition, duty or requirement contained in this Agreement. No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.

5.4 SURVIVING ARTICLES, SECTIONS AND PROVISIONS: The termination of this Agreement pursuant to any provision of this Article or by normal expiration of its term or any extension thereto will not operate to terminate any Article, Section or provision contained herein which provides that it will survive the termination or normal expiration of this Agreement.

VI.

MISCELLANEOUS PROVISIONS

6.1 DOCUMENTS & DATA; LICENSING OF INTELLECTUAL PROPERTY: All Documents and Data will be and remain the property of CITY without restriction or limitation upon their use or dissemination by CITY. For purposes of this Agreement, the term “Documents and Data” means and includes all reports, analyses, correspondence, plans, designs, notes, summaries, strategies, charts, schedules, spreadsheets, calculations, lists, data compilations, documents or other materials developed and/or assembled by or on behalf of CONSULTANT in the performance of this Agreement and fixed in any tangible medium of expression, including but not limited to Documents and Data stored digitally, magnetically and/or electronically. This Agreement creates, at no cost to CITY, a perpetual license for CITY to copy, use, reuse, disseminate and/or retain any and all copyrights, designs, and other intellectual property embodied in all Documents and Data. CONSULTANT will require all subcontractors and subconsultants working on behalf of CONSULTANT in the performance of this Agreement to agree in writing that CITY will be granted the same right to copy, use, reuse, disseminate and retain Documents and Data prepared or assembled by any subcontractor or

subconsultant as applies to Documents and Data prepared by CONSULTANT in the performance of this Agreement.

6.2 CONFIDENTIALITY: All data, documents, discussion, or other information developed or received by CONSULTANT or provided for performance of this Agreement are deemed confidential and will not be disclosed by CONSULTANT without prior written consent by CITY. CITY will grant such consent of disclosure as legally required. Upon request, all CITY data will be returned to CITY upon the termination or expiration of this Agreement. CONSULTANT will not use CITY’s name or insignia, photographs, or any publicity pertaining to the Work in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of CITY.

6.3 FALSE CLAIMS ACT: CONSULTANT warrants and represents that neither CONSULTANT nor any person who is an officer of, in a managing position with, or has an ownership interest in CONSULTANT has been determined by a court or tribunal of competent jurisdiction to have violated the False Claims Act, 31 U.S.C., Section 3789 et seq. and the California False Claims Act, Government Code Section 12650 et seq.

6.4 NOTICES: All notices permitted or required under this Agreement will be given to the respective Parties at the following addresses, or at such other address as the respective Parties may provide in writing for this purpose:

CONSULTANT: CITY:

Willdan Financial Services
Attn: Chris Fisher
27368 Via Industria, Suite 200
Temecula, CA 92590
Phone: (951) 587-3500
City of Cudahy
Finance Department
Attn: Joshua Calhoun
5220 Santa Ana Street
Cudahy, CA 90201
Phone: (323) 773-5143 ext. 225
Such notices will be deemed effective when personally delivered or successfully transmitted by facsimile as evidenced by a fax confirmation slip or when mailed, forty-eight (48) hours after deposit with the United States Postal Service, first class postage prepaid and addressed to the Party at its applicable address.

6.5 COOPERATION; FURTHER ACTS: The Parties will fully cooperate with one another, and will take any additional acts or sign any additional documents as are reasonably necessary, appropriate or convenient to achieve the purposes of this Agreement.

6.6 SUBCONTRACTING: CONSULTANT will not subcontract any portion of the Work required by this Agreement, except as expressly stated herein, without the prior written approval of CITY. Subcontracts (including without limitation subcontracts with subconsultants), if any, will contain a provision making them subject to all provisions stipulated in this Agreement, including provisions relating to insurance

requirements and indemnification.

6.7 CITY’S RIGHT TO EMPLOY OTHER CONSULTANTS: CITY reserves the right to employ other contractors in connection with the various projects worked upon by CONSULTANT.

6.8 PROHIBITED INTERESTS: CONSULTANT warrants, represents and maintains that it has not employed nor retained any company or person, other than a bona fide employee working solely for CONSULTANT, to solicit or secure this Agreement. Further, CONSULTANT warrants and represents that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for CONSULTANT, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, CITY will have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of CITY, during the term of his or her service with CITY, will have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

6.9 TIME IS OF THE ESSENCE: Time is of the essence for each and every provision of this Agreement.

6.10 GOVERNING LAW AND VENUE: This Agreement will be interpreted and governed according to the laws of the State of California. In the event of litigation between the Parties, venue, without exception, will be in the Los Angeles County Superior Court of the State of California. If, and only if, applicable law requires that all or part of any such litigation be tried exclusively in federal court, venue, without exception, will be in the Central District of California located in the City of Los Angeles, California.

6.11 ATTORNEYS’ FEES: If either Party commences an action against the other Party, legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing Party in such litigation will be entitled to have and recover from the losing Party reasonable attorneys’ fees and all other costs of such action.

6.12 SUCCESSORS AND ASSIGNS: This Agreement will be binding on the successors and assigns of the Parties.

6.13 NO THIRD-PARTY BENEFIT: There are no intended third-party beneficiaries of any right or obligation assumed by the Parties. All rights and benefits under this Agreement inure exclusively to the Parties.

6.14 CONSTRUCTION OF AGREEMENT: This Agreement will not be construed in favor of, or against, either Party but will be construed as if the Parties prepared this Agreement together through a process of negotiation and with the advice of their respective attorneys.

6.15 SEVERABILITY: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions will continue in full force and effect.

6.16 AMENDMENT; MODIFICATION: No amendment, modification or supplement of this Agreement will be valid or binding unless executed in writing and signed by both Parties, subject to CITY approval. The requirement for written amendments, modifications or supplements cannot be waived and any attempted waiver will be void and invalid.

6.17 CAPTIONS: The captions of the various articles, sections and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

6.18 INCONSISTENCIES OR CONFLICTS: In the event of any conflict or inconsistency between the provisions of this Agreement and any of the exhibits attached hereto, the provisions of this Agreement will control.

6.19 ENTIRE AGREEMENT: This Agreement, including all attached exhibits, constitutes the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed herein and supersedes all other agreements or understandings, whether oral or written, which may have been entered into between CITY and CONSULTANT prior to the execution of this Agreement. Any statements, representations, or other agreements, whether oral or written, made by either Party that is not embodied herein will not be valid or binding on the Parties. No amendment, modification or supplement to this Agreement will be valid and binding unless in writing and duly executed by the Parties pursuant to Section

6.16, above.

6.20 COUNTERPARTS: This Agreement will be executed in three (3) original counterparts each of which will be of equal force and effect. No handwritten or typewritten amendment, modification or supplement to any one counterpart will be valid or binding unless made to all three counterparts in conformity with Section

6.16, above. One fully executed original counterpart will be delivered to CONSULTANT and one fully executed original will be retained by CITY. (SIGNATURES ON NEXT PAGE)

IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed the day and year first appearing in this Agreement, above.

CITY OF CUDAHY:

By:

Alfonso Noyola, ICMA-CM
City Manager

Date:____________________________
WILLDAN FINANCIAL SERVICES:

By:

Chris Fisher
Vice President / Director

Date:____________________________
APPROVED AS TO FORM:

By:

City Attorney
Date:____________________________

EXHIBIT “A”
Proposal

City of Cudahy
Proposal for
Comprehensive User Fee Study

Comprehensive User Fee Study i
City of Cudahy, CA
Table of Contents
A. Cover Letter...............................................................................................................................................................ii B. Proposers Background........................................................................................................................................ 1 Firm Profile ........................................................................................................................................ 1 Firm Experience ................................................................................................................................ 2 Project Team...................................................................................................................................... 3 Chris Fisher......................................................................................................................................... 4 Tony Thrasher..................................................................................................................................... 5 Priti Patel............................................................................................................................................. 6 Samantha Labitan ............................................................................................................................... 7 Robert Quaid....................................................................................................................................... 8 C. Project Approach/Methodology..................................................................................................................... 9 Project Understanding...................................................................................................................... 9 Methodology.................................................................................................................................... 11 Comprehensive User Fee Study Work Plan .................................................................................. 13 Project Disclaimer........................................................................................................................... 18 D. Project Schedule and Schedule Control ...................................................................................................19 Project Schedule ............................................................................................................................. 19 Quality Control Procedures............................................................................................................ 20 E. References ..............................................................................................................................................................22 Similar Studies ................................................................................................................................ 24 F. Cost Proposal/ Fee Schedule .........................................................................................................................28 Comprehensive User Fee Study..................................................................................................... 28 Addendum......................................................................................................................................................................29

T 951.587.3500 ▪ 800.755.6864 | F 951.587.3510 ▪ 888.326.6864 | 27368 Via Industria, Suite 200, Temecula, CA 92590 | www.willdan.com ii A. Cover Letter
June 19, 2024
Mr. Joshua Calhoun
Finance Director
City of Cudahy
5220 Santa Ana Street
Cudahy, CA 90201
Re: Proposal to Conduct a Comprehensive User Fee Study for the City of Cudahy Dear Mr. Calhoun,
As you know, municipalities throughout California are constantly challenged to do more with less. As cities are faced with limited financial resources to address competing priorities and objectives, they strive to maintain high standards of service and responsiveness to their communities. Processes and staffing often evolve as staff seek out more cost-effective service models; or sometimes practices change out of necessity in response to events such as the recent pandemic.

Considering this, it is critical for the City of Cudahy (“City”) to ensure that its fees for requested services are continually updated, utilizing a legally defensible methodology and updated information and data to reflect current processes and staffing, account for the true cost of providing services, and ensure maximum appropriate cost recovery, so that the revenues generated by fees cover the cost of those services to the greatest extent possible.

City staff, and ultimately the City Council, need a clear understanding of standards, service levels and the associated costs.

Recognizing this, the City has responded by soliciting proposals for a Comprehensive User Fee Study.

Willdan Financial Services (“Willdan”) is uniquely qualified to assist the City of Cudahy with this project, following are specific advantages that Willdan brings to the City for this study:

Direct Recent Experience with the City on Previous Comprehensive Fee Study and Impact Fee Studies – Willdan is fortunate to have a successful history of working with the City of Cudahy on several projects. From 2020 through 2022 we successfully completed the previous Cost Allocation Plan (including an OMB Compliant Plan), User Fee Study and two Development Impact Fee Studies – one for traffic, art in public places, parks, general facilities, and parking in-lieu, and one for affordable housing. We have demonstrated our value to the City through these projects, and again through re-selection for updated studies. More importantly – all members of the project team we have assembled for this proposed engagement worked previously with the City on the recent Fee Study, and we maintain the previous Fee Model – allowing us to be the only firm to offer such continuity and institutional knowledge between study cycles. We will bring the same level of professionalism, commitment, and expertise to this engagement. Wherever feasible, we will leverage our knowledge of the City and the current fee schedule to effectively gather data, clarify questions and initiate the project in a timely, cost-effective and efficient manner – allowing us to focus immediately on analysis and results –rather than getting “up to speed”– and provide greater value compared to other firms.

Extensive Local Experience with Similar Projects and direct experience in Southern California — Willdan is the leading firm providing these types of studies in California. We have worked with numerous cities that are similar to and near Cudahy on User Fee Study projects with objectives very similar to those for this study. This experience enables us to bring valuable perspective and insight from local cities’ approaches and practices related to fees and their policies on fee setting and subsidies and will also assist us in conducting meaningful and efficient fee comparisons. Recent and ongoing studies include Cities of Irvine, Tustin, Claremont, Chino Hills, Chino, Pomona, Eastvale, Burbank, El Monte, Los Alamitos, Lynwood, Stanton, Montebello, West Hollywood, Arcadia, Cudahy, Lomita, Fontana, Yucaipa, Murrieta, and Palm Desert.

Collaborative Approach, Commitment to Support and User-friendly Models and Reports — Willdan prides itself on working closely with City staff to develop and explain an approach that is targeted toward your specific objectives, and then working together with you to gather first-hand information regarding the processes and tasks required to provide services to those requesting them. This is a distinct advantage we will bring in our approach with the City of Cudahy. A collaborative approach and dedicated support ensure we clearly understand your goals and challenges, and just as importantly, you understand and are comfortable with the process, assumptions, key drivers, and the results.

Mr. Joshua Calhoun, Finance Director
City of Cudahy
Proposal to Conduct a Comprehensive User Fee Study
June 19, 2024 | Page iii
We create user-friendly Excel-based models that the City can retain and conduct our analysis and develop the model collaboratively with City staff. Rather than using an inflexible proprietary software program, we construct our models from the ground up, mirroring the City’s budget format wherever possible. As a result, the information contained in our models is easy for City staff to interpret, and the familiar software ensures ease of navigation.

Created directly from the models, our reports clearly and graphically illustrate full and recommended levels of cost recovery and projections of revenue for fee programs, break down the costs into direct and indirect overhead categories, and present the fee methodologies.

Our approach is geared toward delivering work on schedule and presenting results at public meetings and Council workshops to stakeholders and elected officials.

Legal Review — Willdan has reviewed the City’s sample agreement and requests no changes to the terms and conditions, Willdan will sign the agreement as presented with the City’s RFP.

Conflict of Interest — Willdan is not aware of any actual, apparent, direct, or potential conflicts of interest that would arise from any work performed by us that would impair or impede our ability to perform objectively for the City of Cudahy. In the normal course of our operation, while Willdan Group Inc has pending liability litigation, it does not materially affect our operation or cause any material impact to us financially.

We are excited about this opportunity to serve the City of Cudahy. To discuss any aspect of our proposal, please contact me; my contact information is provided in the table below.

Willdan Financial Services
Proposal Contact
Chris Fisher
Vice President / Director
27368 Via Industria, Suite 200 | Temecula, CA 92590
Tel #: (951) 587-3500 | Fax #: (951) 587-3510
Email: [email protected]
As a Vice President of Willdan Financial Services, I am authorized to bind the firm to the terms of this proposal, as well as the subsequent agreement.

Respectfully,

WILLDAN FINANCIAL SERVICES
Chris Fisher
Vice President / Director
Our approach is geared toward delivering
work on schedule and presenting results
at public meetings and council workshops
to stakeholders and elected officials who
typically don’t want or need to see the
deep detailed analysis.

Comprehensive User Fee Study 1
City of Cudahy, CA
B. Proposers Background
Firm Profile
Willdan Financial Services is an operating division within Willdan Group, Inc. (WGI), which was founded in 1964 as an engineering firm working with local governments.

Today, WGI is a publicly traded company (WLDN). WGI,
through its divisions, provides professional technical and consulting services that ensure the quality, value and
security of our nation’s infrastructure, systems, facilities, and environment. The firm has pursued two primary
service objectives since its inception—ensuring the
success of its clients and enhancing its surrounding
communities.

A financially stable company, Willdan has approximately 1,500 employees working in more than a dozen states
across the U.S. Our employees include a number of
nationally recognized Subject Matter Experts for all areas related to the broadest definition of connected
communities—five of whom are committed to
contributing their expertise throughout the duration
of the City of Cudahy’s Comprehensive User Fee
Study engagement.

Willdan has solved economic, engineering and energy
challenges for local communities and delivered industry-leading solutions that have transformed government and commerce. Today, we are leading our clients into a future accelerated by changes in resources, infrastructure, technology, regulations, and industry trends.

Willdan Financial Services
Established on June 24, 1988, Willdan Financial Services, is a national firm and is one of the largest public sector economic and financial analysis consulting firms in the United States. Since that time, we have helped over 800 public agencies successfully address a broad range of infrastructure challenges.

Our staff of nearly 80 professionals support our clients by conducting year-round workshops and on-site training to assist them in keeping current with the latest developments in our areas of expertise.

Willdan assists local public agencies by providing the following services:

Willdan Financial Services
Services
▪ User fee studies;
▪ Cost allocation studies;
▪ Utility rate and cost of service studies;
▪ Real estate economic analysis;
▪ Feasibility studies;
▪ Municipal Advisory;
▪ Arbitrage and continuing disclosure services;
▪ Economic development strategic plans;
▪ Development impact fee establishment and analysis;
▪ District administration services;
▪ Property tax audits;
▪ Tax increment finance district formation and
amendment;
▪ Housing development and implementation strategies;
▪ Debt issuance support; and
▪ Long-term financial plans and cash flow modeling.

Comprehensive User Fee Study 2
City of Cudahy, CA
Firm Experience
Willdan Financial Services has provided User Fee Study and Cost Allocation Plan services to municipal clients for 26 years; and has prepared comprehensive user fee studies as well as cost allocation plans, and OMB compliant cost allocation plans for clients throughout California, and the United States. Since 1998, we have developed the expertise to successfully integrate this service into the Financial Consulting Services group’s primary functions.

Willdan’s Financial Consulting Services staff has assisted well over 100 California government agencies with the development and/or update of all fee types. Each project has required defensible documentation and thorough coordination of fee program changes for different agency departments and stakeholders within the business community. In some cases, Willdan has been required to negotiate fees with stakeholders and, on occasion, defend them in meetings and public forums.

We are particularly strong in advising our clients on the advantages and disadvantages of different fee schedule structures (Citywide versus multiple-fee districts/zones; more versus fewer land-use categories; etc.) and methods of fee calculation that are based on the City’s and stakeholder priorities and applicable regulations that comply with Proposition 26 and Proposition 218. Our record of success within the industry provides assurance of the
professionalism and capability we will bring to this engagement. A team composed of project managers and analysts develop and/or update user fee studies and cost allocation plans. Willdan has extensive experience with the range of fees charged in the region and the state, and the typical pros, cons, and challenges of each, both in implementation and management. Willdan will bring its expertise to the City’s process of considering financial, practical and policy issues in deciding on its future fee program.

Extensive Public Sector Experience
Willdan has delivered industry-leading financial, energy and engineering solutions that have transformed government and commerce for 60 years. Willdan Financial Services advises governments throughout the United States and abroad about financial and economic consulting. We serve all levels of government and collaborate with government staff, constituents, developers, officials, and other professional services firms.

Experienced Team
Our employees know and understand the problems facing local government under the current economic climate, and we have oriented our practice to support an agency’s modified budget policies and public service priorities.

Project Dedication
Willdan has assembled a project team of five (5) subject matter experts within the Financial Consulting Services group, to conduct the City of Cudahy User Fee Study engagement. This team has coordinated or participated in numerous public stakeholder and staff workshops regarding fees and cost of service-based charges, including the City of Cudahy.

Financial Stability
Willdan Group, Inc. (WGI) has sustained a healthy financial performance record due to the outstanding performance of our operating divisions and a strong, dependable reputation in municipal consulting. Detailed financial statements and annual reports are included on our webpage (http://ir.willdangroup.com/). As a publicly traded company (WLDN), Willdan must provide public financial information as required by the SEC. Furthermore, Willdan Financial Services is not currently involved in any condition (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede our ability to complete this engagement.

Financial Stability
▪ In business for 60 years
▪ Over 1,600 employees
▪ Fiscal Year 2023 Consolidated
Contract Revenue of $354M
▪ Market capitalization of $278M
(February 2023)
▪ $50 million Line of Credit with the
ability to increase up to $60 million
▪

Comprehensive User Fee Study 3
City of Cudahy, CA
Project Team
Our management and supervision of the project team is very simple: staff every position with experienced, capable personnel in sufficient numbers to deliver a superior product to the City, on time and on budget. With that philosophy in mind, we have selected experienced professionals for this engagement. We are confident that our team possesses the depth of experience that will successfully fulfill your desired work performance.

City of Cudahy | Project Team
Key Team Member Project Role Responsibility to the Engagement Chris Fisher
Vice President/Director
Principal-in-Charge
▪ Ensure client satisfaction, flow of communication, and oversight of the project
▪ Technical guidance;
▪ Project oversight;
▪ Quality assurance & control; and
▪ Meeting and presentation attendance.

Tony Thrasher
Principal Consultant
Project Manager
▪ Task oversight;
▪ Model development;
▪ Produce key elements of the analyses;
▪ Responsible for project deliverables;
▪ Report preparation and evaluation; and
▪ Meeting and presentation attendance.

Priti Patel
Senior Financial Analyst
Senior Analyst
▪ Collect, interpret, and disseminate key data;
▪ Assistance with model development;
▪ Peer review;
▪ Report preparation; and
▪ Meeting and presentation attendance.

Samantha Labitan
Senior Analyst
Analytical Support
▪ Collect, interpret, and disseminate key data;
▪ Assistance with model development;
▪ Peer review; and
▪ Report preparation.

Robert Quaid
Principal Consultant
Technical Advisor
▪ Third party reviewer; and
▪ Report evaluation.

Project Team Stability
Mr. Fisher has been assigned to serve as the City’s representative; he has been selected for this role due to his vast experience, which includes the preparation and supervision of numerous fee studies, as well as his experience presenting to governing bodies, stakeholders, and industry groups.

Resumes
Resumes for Willdan’s project team are presented on the following pages.

The team presented within this proposal has
worked collectively on numerous projects, such
as the one requested by the City of Cudahy; an
established work practice between the team
members has been forged, this proven longstanding system has benefited our clients.

It is important to note that Mr. Fisher has
been with Willdan for 25 years, ensuring
the City of Cudahy of continuity and
dedication in staffing during the
completion of the project.

Comprehensive User Fee Study 4
City of Cudahy, CA
Education
San Francisco State
University, Bachelor of
Science, Finance
Areas of Expertise
Cost of Service
Analyses
Multi-disciplinary Team
Management
Special District
Formations
Client Presentations
Proposition 218
Affiliations
California Society of
Municipal Finance
Officers
Municipal Management
Association of
Northern California
California Municipal
Treasurers Association
25 Years’ Experience
Chris Fisher
Principal-in-Charge
Mr. Chris Fisher, Vice President / Director of Willdan’s Financial Consulting Services group, will serve as Principal-in-Charge for the City of Cudahy project. He will also share his extensive knowledge related to cost-of-service principles with members of the project team.

Mr. Fisher joined Willdan in April of 1999, and during that time has managed an array of financial consulting projects for public agencies in California, Colorado, Texas, Arizona, and Florida, coordinating the activities of resources within Willdan, as well as those from other firms working on these projects. He is one of the firm’s leading experts for special district financing related to public infrastructure, maintenance, and services, including public safety.

Related Experience
City of West Hollywood, CA — Comprehensive User Fee Study and Cost Allocation Plan:

Mr. Fisher is the principal-in-charge for the City’s Comprehensive User Fee Study and Cost Allocation Plan engagement, managing the overall execution of the project, providing technical guidance and quality control.

City of Burbank, CA — Comprehensive Citywide User Fees and Charges Study: Mr. Fisher oversaw the City’s recently completed Citywide User Fees and Charges Study.

City of Pomona, CA – Master Fee Schedule Update: Mr. Fisher was the principal-in-charge for the City’s master fee schedule update and update of the development impact fees. Mr. Fisher provided quality control and served as the primary contact with the City.

City of Palm Desert, CA — Cost Allocation Plan and Comprehensive User Fee Study:

Mr. Fisher is the principal-in-charge for the ongoing full cost allocation plan and user fee study.

Willdan’s work includes the gathering of necessary data and information, interviews with City Staff to identify overhead support services and how they are used and interviews to gather information related to fee-based services. We are also developing financial models to calculate overhead allocations and personnel rates and the full cost of services for which fees are charged. We are working with Staff to finalize cost recovery targets, prepare reports and present the results.

City of West Covina, CA — Comprehensive Cost Allocation Plan and User Fee Study: Mr. Fisher served in the role of project manager for the City’s engagement. The cost allocation plan developed will aid the City in the recovery of overhead costs related to central service activities.

City of Murrieta, CA — Cost Allocation & OMB Compliant Plan and Comprehensive User Fee Study: Mr. Fisher served as the project manager on the City’s fee study. The primary objective for the cost allocation study was to ensure that general government costs were fairly and equitably allocated to appropriate programs and funds. The City recently re-engaged Willdan to conduct an update to both studies.

City of Laguna Hills, CA — Comprehensive Cost Allocation Plan and Comprehensive User Fee Study: Mr. Fisher oversaw the update of the City’s general overhead allocation plan and cost-ofservice user fees.

City of Irvine, CA — OMB Cost Allocation Plan and Comprehensive User Fee Study: Willdan completed a cost allocation plan and user fee study for the City of Irvine. Mr. Fisher managed and provided quality assurance to this project, ensuring the accuracy of the models, as well as the final reports. He also presented the results to the City’s Finance Commission and to the City Council.

City of Signal Hill, CA — Cost Allocation Plan and User Fee Study: As principal-in-charge, Mr. Fisher oversaw the development and review of a Full and OMB compliant cost allocation study and a comprehensive user fee and rate study for the City’s master list of fees.

Housing Authority of the County of San Bernardino – Cost Allocation Plan: Mr. Fisher is the principal-in-charge for the Authority’s full and OMB cost allocation plan engagement, and the ongoing update. Willdan was brought in and worked with the Housing Authority and HUD to respond to unfavorable OIG audit findings related to the Authority’s’ approach to the allocation of overhead costs.

We developed a new Cost Allocation Plan and are currently working on an update to that plan.

The initial work resulted in the clearance of the HUD findings with no penalty to the Housing Authority.

Comprehensive User Fee Study 5
City of Cudahy, CA
Education
Bachelor of Science
in Economics;
California State
Polytechnic
University, Pomona
Areas of Expertise
Cost Allocation Plans
Fiscal Analysis for
User Fees and Rates
District Administration
Services
Utility Rate Studies
14 Years’ Experience
Tony Thrasher
Project Manager
Due to his cost allocation and user fee analyses experience, Mr. Tony Thrasher has been selected to serve as Project Manager for the City’s engagement. Mr. Thrasher is a Principal Consultant within the Financial Consulting Services group, whereby his responsibilities include managing projects and conducting fiscal analyses for cost allocation plans, user fees, and utility rate studies.

Mr. Thrasher’s prior employment was as a financial analyst working in bond, equity, and mortgagebacked security markets for Wells Fargo Bank, Bank of New York Mellon, and Deutsche Bank. His experience includes portfolio accounting, differential analysis, and forecasting.

Related Experience
City of West Hollywood, CA — Comprehensive User Fee Study and Cost Allocation Plan:

As the project manager for City’s Comprehensive User Fee Study and Cost Allocation Plan engagement, Mr. Thrasher is overseeing the project analysts and is heavily involved in the analysis, development of models, preparation of reports and delivery of results.

City of Burbank, CA — Comprehensive Citywide User Fees and Charges Study: Mr. Thrasher was the project manager for the City’s recently completed study, He directed the preparation of the model and reports and was responsible for the delivery of results to the City.

City of San Fernando, CA — Cost Allocation Plan and Comprehensive User Fee Study: Mr.

Thrasher was the project manager for the City’s cost allocation plan, OMB compliant plan and comprehensive user fee study engagement. Willdan has recently, through a competitive bid, been re-selected to update the cost allocation plan.

City of Chino Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study: Mr. Thrasher is the project manager for the City’s Cost Allocation Plan and Comprehensive User Fee Study. He is working directly with the City contact throughout the engagement.

City of Pomona, CA – Master Fee Schedule Update: Mr. Thrasher served as the project manager for the master fee schedule update portion of the City of Pomona’s engagement, which also included an update of the development impact fees. Mr. Thrasher was responsible for the development of models and reports and coordinating analytical support.

City of Irvine, CA — OMB Cost Allocation Plan and Comprehensive User Fee Study: Serving as the project’s analyst, Mr. Thrasher provided analytical support; and designed micro-level allocation models to ensure full-cost recovery for public safety, public works, community development, community services, and administrative departments.

City of Indian Wells, CA — User Fee Study: Mr. Thrasher served as the technical project manager for the City’s Administrative, Building, Planning and Public Works Departments. The study involved the identification of existing and potential new fees, fee schedule restructuring, data collection and analysis, orientation and consultation, quality control, communication and presentations, and calculation of individual service costs cost recovery levels.

City of Palm Desert, CA — Cost Allocation Plan and Comprehensive User Fee Study:

Mr. Thrasher is currently serving as the technical project manager for the City’s full cost allocation plan and user fee study. He is directly responsible for the creation of both models for the study, gathering and verification of the data, managing the analysts working to support him and presenting results to the City.

City of San Marcos, CA — Cost Allocation Plan, Indirect Cost Rate Proposals and Comprehensive User Fee Study: Mr. Thrasher is the project manager for the City of San Marcos’ full and OMB compliant cost allocation plan, preparation of Indirect Cost Rate proposals, and Comprehensive User Fee Study engagement. He is the primary in developing the model, which contains all City personnel and expenditures broken down into the ICRP tables. The project is ongoing, and the User Fee Study is now underway.

City of Mission Viejo, CA — Cost Allocation Plan and User Fee Study: Mr. Thrasher was assigned to work with the City on this project, providing analytical support, gathering data, working with staff to make refinements, and developing cost allocation and fee models to ensure full-cost recovery for building and safety, planning, community development, and public works departments.

Comprehensive User Fee Study 6
City of Cudahy, CA
Education
Bachelor of Arts;
Business
Management,
Information Systems
and
International
Business,
University of
Cincinnati
Areas of Expertise
Cost Allocation Plans
User Fee Studies
Proposition 218
9 Years’ Experience
Priti Patel
Senior Analyst
Ms. Priti Patel is a Senior Analyst within the Financial Consulting Services group, whereby she supports project managers in conducting utility rate analyses, fee studies, cost allocation plans, monitoring Proposition 218 compliance, and forming special districts. Coordinating and conducting activities associated with Cost Allocation Plans and User Fee Studies, including database integration and manipulation, revenue and expenditure analyses, and documentation preparation are just some of Ms. Patel’s duties. With these duties, she interacts with clients on a regular basis.

Ms. Patel joined Willdan as an analyst with the District Administration Group, while with DAS she performed research and analysis needed for local government financial issues related to district administration, including document data entry and updating, database management, research and report preparation. She also provided general information on questions pertaining to Assessment Districts and special taxes (such as Mello-Roo’s Pools), as well as the status of property delinquencies.

Related Experience
City of West Hollywood, CA — Comprehensive User Fee Study and Cost Allocation Plan:

Ms. Patel is serving as the primary financial analyst for City of West Hollywood’s Fee Study engagement. Ms. Patel has been instrumental in collecting the necessary data and collaborating with the City and Willdan senior project team members in conducting the study, including development of the model, researching similar fees in comparable cities and preparation of reports.

City of Burbank, CA — Comprehensive Citywide User Fees and Charges Study: Ms. Patel provided analytical support and gathered budget and allocation basis data for this engagement. She also assisted in the development of the financial model.

City of San Fernando, CA — Cost Allocation Plan and Comprehensive User Fee Study: Ms. Patel provided support to senior team members in the preparation of the cost allocation plan, OMB compliant plan and comprehensive user fee study engagement.

City of Laguna Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study: Ms. Patel provided analytical support in the preparation of a full cost allocation plan and fee study for the development of a master list of fees.

City of Chino Hills, CA — Cost Allocation Plan and Comprehensive User Fee Study: Providing analytical support in the preparation of a cost allocation plan and comprehensive fee study, Ms. Patel worked to identify and take into account direct and indirect costs, along with changes in staffing, structure, and service delivery methods. She is also assisting in the preparation of user-friendly Excelbased models that City staff can easily update in the future to determine the proper allocation of expenditures and ongoing full cost of City-provided services.

City of Fillmore, CA — Full Cost Allocation Plan and User Fee Study: Ms. Patel helped develop a cost allocation plan and model that fully allocated central overhead costs to appropriate operating departments, funds, and/or programs. She assisted in the completion of the model and report and worked directly with senior staff on their feedback and revisions.

City of National City, CA — Cost Allocation Plan, OMB Compliant Cost Allocation Plan, User Fee Study, and ISF Allocation Study: Ms. Patel provided analytical support in the preparation of this study, her primary duties included development of the models, finalizing model figures and results, and generating reports.

City of Yucaipa, CA — Cost Allocation Plan and Comprehensive User Fee Study: Provided analytical support in the preparation of a Cost Allocation Plan and OMB compliant cost allocation plan and comprehensive fee study for the development of a master list of fees. Ms. Patel worked to identify and take into account direct and indirect costs, along with changes in staffing, structure, and service delivery methods.

City of Pittsburg, CA — Cost Allocation Plan and User Fee Study: Ms. Patel was assigned to provide assistance to senior project team members on the City of Pittsburg Cost Allocation Plan and User Fee Study engagement. She will be a technical lead for the gathering of data, creation of the models and preparation of study reports and presentations. The City hired Willdan for the original study, and for two subsequent updates.

Comprehensive User Fee Study 7
City of Cudahy, CA
Samantha Labitan
Analytical Support
Ms. Samantha Labitan is Senior Analyst within Willdan’s Financial Consulting and District Administration Services groups. Ms. Labitan provides analytical support under the guidance of the project team. Her primary function is to support project managers and senior analysts with cost allocation plans and user fee studies. She specializes in analysis for a variety of clients, including cities, water districts, public utilities, and school districts.

She regularly speaks with individuals representing title companies, real estate agencies, and appraisal firms, together with staff from cities and counties. Willdan’s proprietary computer system allows him to readily access the owner’s name, the Assessor’s Parcel Number, existing and future taxes or assessments, and more; thus, enabling expedient service. Community Facilities Districts, Local Improvement Districts, Landscape and Lighting Districts, and County Service Areas are some of the special districts she administers.

Related Experience
City of West Hollywood, CA — Cost Allocation Plan and Comprehensive User Fee Study: For this project, Ms. Labitan provides analytical support. Primary duties include gathering and verifying necessary data, finalizing model figures and generating reports.

City of Lynwood, CA — Cost Allocation Plan & OMB Compliant Cost Allocation Plan and User Fee Study: Ms. Labitan provided support to the project team specific to the preparation of a comprehensive fee study, full and OMB compliant cost allocation plan. Ms. Labitan worked in tandem with the project managers to identify and account for direct and indirect costs, along with changes in staffing, structure, and service delivery methods.

City of San Fernando, CA — Cost Allocation Plan and Comprehensive User Fee Study:

Ms. Labitan is currently providing support to senior team members in the preparation of a cost allocation plan, OMB compliant plan and comprehensive user fee study.

City of Richmond, CA — Cost Allocation Plan & User Fee Study: As analytical support, Ms.

Labitan provided assistance to the project team. Primary duties included gathering and verifying necessary data, finalizing model figures and generating reports.

City of Gilroy, CA — Cost Allocation Plan and Comprehensive User Fee Study: Ms. Labitan worked on the team for the City’s fee study project, providing analytical support, gathering data, working with staff to make refinements, and developing cost allocation and fee models to ensure fullcost recovery for building and safety, planning, community development, and public works departments.

City of El Centro, CA — Full & OMB Compliant Cost Allocation Plan and User Fee Study:

Ms. Labitan served as the analyst in the preparation of a full & OMB compliant Cost Allocation Plan and Comprehensive User Fee Study, for the City of El Centro engagement.

City of Goleta, CA — Cost Allocation Plan, OMB Compliant Plan, and Comprehensive User Fee Study: Ms. Labitan provided analytical support to the project team for the City’s comprehensive fee study, full and OMB compliant cost allocation plan.

City of Los Banos, CA — Full & OMB Compliant Cost Allocation Plan and Comprehensive User Fee Study: Ms. Labitan provided analytical support to the project team for the City’s comprehensive fee study, full and OMB compliant cost allocation plan.

City of Blythe, CA — Full and OMB Compliant Cost Allocation Plan: Ms. Labitan served as the analyst in the preparation of a full and OMB compliant cost allocation plan, for the City of Blythe engagement.

City of Pismo Beach, CA — Comprehensive User Fee Study: Ms. Labitan served in the capacity of assistant analyst for the City’s comprehensive fee study.

City of Brighton, CO — Cost Allocation & OMB Compliant Plan: Ms. Labitan is providing analytical support for the City’s cost allocation plan.

Education
University of California,
Santa Barbara
Bachelor of Arts,
Mathematics
Areas of Expertise
Cost Allocation Plans
User Fee Studies
Benefit/Maintenance
Assessment Districts
Community Facilities
Districts
Local Improvement
Districts
7 Years’ Experience

Comprehensive User Fee Study 8
City of Cudahy, CA
Education
Bachelor of Science,
University of
Southern California
Areas of Expertise
Fiscal Analysis for
User Fees and Rates
Cost Allocation Plans
Acquisition Audit
Services
Statutory Financial
Reporting
Fund Audits
Quality Review of
Community
Facilities, Lighting &
Landscaping, and
Assessment Districts
Affiliations
California Society
of Municipal
Finance Officers
California Society
of CPAs
35 Years’ Experience
Robert Quaid
Technical Advisor
With his 35 years of extensive experience in public financing, Mr. Robert Quaid has been selected to provide quality assurance/quality control in the role of technical advisor. In his position as a Principal Consultant at Willdan, Mr. Quaid provides project management, procedural support, technical support, and quality review for Willdan’s District Administration group, as well as the Financial Services Consulting group specific to cost allocation plans, user fee studies, and special financial analysis.

Prior to joining Willdan, Mr. Quaid worked in the private industry of real estate accounting and finance.

He began his career with the public accounting firm formerly known as Haskins & Sells (currently known as “Deloitte & Touche”). His experience includes financial statement analyses, asset administration, computer conversion, and reporting to the Securities and Exchange Commission for several public real estate partnerships. In 1979, Mr. Quaid became a licensed California CPA.

Related Experience
City of Thousand Oaks, CA — Cost Allocation Plan: Mr. Quaid served as project manager for the development of an OMB A-87 compliant cost allocation plan model using fiscal year actual costs as the basis for the allocations. He was responsible for the preparation of the Cost Allocation Plan report and provided cost allocation model training to City staff.

The objective of this project was to determine the appropriate allocation of indirect costs from City General Fund central service departments to the General Fund operating departments/programs and the non-General Fund departments/programs. The plan model included 16 allocation bases allocating costs to over 100 departments and divisions. Both full and OMB A-87 cost allocation models were delivered to the City. Willdan was awarded a four-year contract.

Cities of Fontana, Gardena and Hawthorne, CA — Cost Allocation Plan Projects: For each of these cities, Mr. Quaid served in the role of task manager for the development of an OMB A-87 compliant cost allocation plan model using Microsoft Excel. He was responsible for the preparation of the cost allocation plan report and trained City staff on how to use the cost allocation model.

City of Cathedral City, CA — Comprehensive User Fee Study: Mr. Quaid served as project manager for a user fee study that required updating fees for Planning, Engineering, Building, Police, Fire, City Clerk, and Finance.

Mr. Quaid has provided Quality Assurance and Quality Control to multiple clients throughout California.

Provided below are a few examples of clients for which services have been provided in the previous five years.
▪ City of Arcadia, CA
▪ City of Belmont, CA
▪ City of Burbank, CA
▪ City of Cerritos, CA
▪ City of Chino Hills, CA
▪ City of Claremont, CA
▪ City of Coalinga, CA
▪ City of Fillmore, CA
▪ City of Hayward, CA
▪ City of Indian Wells, CA
▪ City of Lynwood, CA
▪ City of Monterey, CA
▪ City of Murrieta, CA
▪ City of Petaluma, CA
▪ City of Richmond, CA
▪ City of St. Helena, CA
▪ County of San Benito, CA
▪ City of San Bruno, CA
▪ City of Irvine, CA
▪ City of Salinas, CA
▪ City of Upland, CA
▪ City of Watsonville, CA
▪ City of West Hollywood, CA
▪ City of Yucaipa, CA

Comprehensive User Fee Study 9
City of Cudahy, CA
C. Project Approach/Methodology
Project Understanding
Willdan Financial Services (“Willdan”) understands that the City of Cudahy (“City”) is seeking an updated, comprehensive and well-documented Comprehensive User Fee Study and fee structure, that is based on a legally defensible methodology that is compliant with various statutes - primarily the Mitigation Fee Act and Prop 26, and which reflects current practices, processes and staffing for fee related services provided by the City to its community.

Given our recent experience with the City of Cudahy, we have a clear understanding of the goals, issues and concerns for this project, and more importantly, how to address and overcome them and meet the City’s objectives.

Key City issues and objectives that are addressed within our scope of services include the following:
▪ Meeting with City Staff to review existing fee schedules, conduct interviews and gather information to understand the processes, operations, structure and staffing necessary for the City to provide services for which fees are charged; ▪ Conducting analysis that clearly identifies and establishes the full estimated cost of providing services for which fees are charged, ensuring there is a reasonable relationship between these costs, the services being provided, and the recipients of these services, demonstrating that fees do not exceed the reasonable estimated cost of providing the services, and that the fees bear a fair and reasonable relationship to the demand from the payer – all to support compliance with Prop 26 and Prop 218;
▪ Based on our previous work and understanding of the City’s overhead support services and costs, we will incorporate indirect overhead rates and fully-burdened hourly rates into the analysis to calculate the full cost of providing services.

Using our direct experience with the City preparing its current Cost Allocation Plan, we will incorporate appropriate overhead factors into this analysis. Inclusion of overhead is a key element of any fee study, as it ensures that the full cost of service which we calculate, and upon which fee recommendations are based, includes costs of direct and indirect overhead, in addition to the direct cost of providing the services; ▪ Comparing costs of providing services with current cost recovery levels and evaluating and adjusting fees and charges to ensure they align with the cost of the services being provided by the City; ▪ Identifying and evaluating opportunities to develop and implement fees for services being provided for which fees don’t currently exist;
▪ Working with City Staff to develop meaningful recommendations for fee setting and subsidies where charging fees that represent full cost recovery may not be reasonable for policy or political reasons; ▪ Providing meaningful ‘apples to apples’ comparisons of key fees charged by the City of Cudahy to other similar and/or nearby cities chosen in discussions between Willdan and City Staff. These comparisons may involve applicable fees for sample representative projects which the City could anticipate encountering; ▪ Providing the City with a model that incorporates data and information used in developing updated fees, and allows for updates for CPI, new added personnel, updated time estimates and volumes, or other factors as necessary; and ▪ Preparing a report that clearly identifies services for which fees are charged, the cost of those services including direct, indirect and overhead costs, current and recommended cost recovery levels, recommended fee amounts with changes and revenue impacts, and presenting the results in a way that is readily understood by decision makers.

The overall goal is to establish an updated schedule of fees that is objective, fair and equitable. We will deliver a straightforward model and report that clearly identifies the full cost of providing services, including overhead, direct and indirect costs; and provide recommendations for setting fees that maximize cost recovery in accordance with the City’s policies.

The end products will include user-friendly Excel-based models, which City staff will retain, and which can be easily updated to add or remove services and/or costs, update budgets in future years, determine the proper allocation of expenditures, and on-going full cost of services provided by the City. Most importantly, we will ensure that the results and recommendations are clear and understandable, defensible, and easily implementable.

For this fee study, we will meet directly with Department representatives at the City, to discuss the best-suited approach and process; and then in more detail to identify processes and levels of activity and effort involved in providing services for which fees are paid.

Rather than costly and inflexible proprietary
software, which can require expensive
licensing fees, Willdan builds models
utilizing Excel, from the ground up,
employing the City’s budget as the gauge.

This model, which is then the City’s to
retain, gives City Staff the control to make
on-the-fly adjustments and updates.

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City of Cudahy, CA
Through this process we will identify the full cost recovery amount for each fee related activity, compare this with the City’s current cost recovery levels, and then discuss with staff, policy and/or political concerns that need to be considered in developing recommended fees. Final recommended fees will be the result of these collaborative discussions, so that they reflect realities and considerations that are specific to the City of Cudahy.

Willdan possesses the resources, practical experience, creative thinking, and collaborative consulting skills necessary to complete this important project. Key distinct advantages that Willdan brings to the City include the following:

On-site Data Gathering
Our experience has taught us that working together, via face-to-face discussions, is the most efficient and thorough way to ensure that results are accurate, and that studies are completed in a timely manner, which again, is critical in this proposed engagement. Consequently, through on-site interviews with your staff, Willdan will collect the majority of required data for the study. This method is better than the typical “time and motion surveys” that are provided to agency staff when studies like these are conducted. This process ensures that we gather the data we need in one coordinated step, rather than having to go through repeated follow-up and clarification. This approach and the dedication of our staff will help ensure we meet the City’s timeline and objectives and provide important information to City Staff and the City Council as soon as possible.

Public Engagement
Our models and project approach are geared toward delivering our work on schedule and presenting our analysis results at public meetings and Council workshops. While we understand that the City Council and local business community may be generally supportive of increasing fees where necessary, it will be important to present recommendations to them in a way that clearly demonstrates the rationale and supporting analysis.

The Willdan Team is experienced at communicating complex analytical results in a manner that is easy to understand by non-finance-oriented individuals and facilitates discussion. Our proposed principal-in-charge and project team for this engagement have coordinated or participated in numerous public and staff workshops regarding fees and cost of servicebased charges. As previously mentioned, our objective is to provide useful, detailed information to the City Council and City Staff, necessary to make important decisions. Our experience ensures that we can meet this objective.

User-friendly Models and Reports
Willdan prides itself on creating user-friendly Excel-based models that the City can retain and conducting our analysis and developing the models collaboratively with City Staff. With City Staff’s immediate input and collaboration, Willdan will design extremely flexible, intuitive Excel-based models. In the future, as the City assumes new responsibilities, modifies existing processes, and/or eliminates unnecessary services or programs, the models will be capable of adding or deleting funds, objects, departments, programs, staff positions, and activities. Willdan understands that issues facing the City are unique; consequently, we design our models to match your immediate and desired needs to ensure that end-results exceed staff expectations.

This model is then the City’s to retain, after our services are completed, and allows for the creation of revenue projections, highlighting potential new revenues, and levels of subsidy.

A key element of these studies is presenting results and recommendations in a straightforward manner, which allows the City Council and staff to confidently make fee setting policy decisions and understand the impacts of those decisions.

Rather than using an inflexible proprietary software program, we construct our models from the ground up, as previously discussed, mirroring the City’s budget format wherever possible.

As a result, the information contained in our models are easy for City Staff to interpret, and the familiar software ensures ease of navigation. As the models are being designed and constructed, we will work together with City Staff to determine the best and most effective features to include.

After the project is completed, we will provide training, so that your staff can independently and efficiently evaluate the effects of changes in certain factors. Created directly from the models, our reports clearly and graphically illustrate bases for the full cost recovery level of fee programs, provide projections of revenue from fee programs, both at full cost recovery and at recommended levels, and present the fee methodologies.

The model will be developed to allow
the City to run “what-if” scenarios to
address potential changes in staffing
levels, working hours, etc.

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Methodology
Comprehensive User Fee Study Methodology
The following describes our proposed methodology and approach to prepare a Comprehensive User Fee Study.

To comprehensively update fees, the City should develop a fee schedule that accurately accounts for the true cost of providing services. Once the study is complete, the fee study model must be flexible so that the City can add, delete, and revise fees in the future. To meet this goal, we will bring our expertise and unique perspectives to your fee study by approaching the project with these three principles:
1) Defensibility
Our user fee projects have not been legally challenged since the inception of this practice area in our firm. We have accomplished this by closely working with legal counsel familiar with user fee studies, our engineering division and with agency staff. In this way, we can tailor the correct approach to ensure full cost recovery combined with a sound and reasonable basis for each user fee you implement.

We employ principles from Proposition 218 to make certain that your user fee and rate schedule is developed with fairness, equity, and proportionate cost recovery principles in mind. With the addition of Proposition 26, Willdan will review each analyzed user fee for compliance and appropriateness to ensure continued defensibility. 2) Project and Staff Time
The City must have a sound and technically defensible fee schedule to ensure costs are appropriately recovered, as applicants approach the City for its services. Our standards and approaches serve to get to the issues of your fee study quickly. Starting with the project kick-off, we will make certain that your staff understands the purpose and scope of the study and its corresponding on-site departmental interview. As Willdan is able to communicate directly with the service providers, this face-to-face interaction provides valuable time estimates. 3) Responsiveness
We take great pride in providing responsive service to our client agencies. Frequent communication is critical to a successful user fee study experience. We will provide a list of data requirements in advance of the project kick-off. Due to this simple step, the introductory meeting can focus on the survey input process, answering questions, determining policy goals, and defining next steps in the project. We will follow up weekly with the City at each step in the fee study process to make sure that staff “buys in” to the fee study approach and results.

Approach
Our approach to preparing the user fee study and documentation for the City includes:
▪ Close coordination with your staff to devise a consensus approach. Different programs and/or different service delivery methods will necessitate different approaches. We will discuss specific pros and cons with City Staff as we determine which methods work best for various categories of fees; ▪ Strict adherence to key legal and policy issues with regard to user fees, including the percent of cost recovery that the City seeks to achieve. A user fee shall not be set higher than the reasonable cost of providing a fee-generating service.

Our approach provides you with a fee schedule that achieves maximum legal cost recovery while ensuring that each fee is supported by technically defensible documentation; and ▪ Technical analysis necessary for project participants to resolve policy issues.

As described below, there are two basic approaches to calculating user fees:

Approach 1: Case Study Method
This is also sometimes referred to as a cost build-up approach. Using a time and materials approach, the “Case Study Method” examines the tasks, steps and City Staff involved in providing a particular ‘unit’ of service, such as a permit review, and then uses that information to develop estimates of the actual labor and material costs associated with providing a unit of service to a single user. It is often used when a service is provided on a regular basis, and staff and other costs associated with the service can be segregated from available budget data.

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City of Cudahy, CA
A typical case study fee model should comprise the following three general cost layers:
1) Central Services Overhead: This category may involve such costs as labor, services, and supplies that benefit more than one department, division, or project. The exact benefits to specific areas are impossible to ascribe to a single activity.

Examples are purchasing, human resources, and liability insurance. As part of the user fee study, these costs are calculated in the overhead cost review.
2) Department Overhead: This category may
include expenses related to such items as office
supplies, outside consultants, and membership
dues. It may include management, supervision,
and administrative support that are not provided to
a direct fee-generating service. Typically, these
items are charged, on an item-by-item basis,
directly to the department, division, or project.
3) Personnel Costs: This category refers to direct
salary and benefit costs of staff hours spent on
providing a fee-generating service (e.g., on-site
building inspector).

Approach 2: Average Cost Method
This is also sometimes referred to as a
programmatic approach, because it looks at costs
at a program level, and then allocates them to
participants on an occurrence basis. By taking
total service costs across a substantial sample
period (a year) and dividing by the total number of
service units delivered over that same period,
costs per unit of service is estimated.

This approach is useful when services or
programs are provided in a more aggregate
manner, where it might be difficult to identify a
specific sequence of steps associated with one
user or participant; or where it is not feasible to
cost-effectively segregate costs associated with
specific activities.

Central
Services
Overhead
Departmental
Overhead
Personnel
Costs
Fully -
Burdened
Hourly Rate

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Comprehensive User Fee Study Work Plan
Our proposed work plan, described in detail by task, is provided below. We explain how each task will be accomplished and identify associated meetings and deliverables. We want to ensure our scope provides quality and clarity and is responsive to the City’s needs and specific local circumstances. We will work in concert with the City to adjust the scope as needed during the course of the study.

Task 1: Initial Document Request
Objective: Initial due diligence; and obtain study-related data.

Description: Prior to the kick-off meeting, we will obtain and review relevant documentation to further enhance our understanding of the services, fees, and rates to be studied. A written request for data will be sent to the City. Please note that Time Survey data is not part of this request and will be gathered during the interviews described in Task 5.

We will request information, data sets, documentation on current fees and fee programs, activity levels, and budget and staffing information (to the extent not already available) related specifically to programs and activities which have associated fees, and for which the City has this level of detail.

As this proposed engagement does not include completion of a new or updated Cost Allocation Plan (CAP), we will utilize the CAP we prepared for the City in 2020/21 and discuss with City Staff any adjustments that may be necessary. Overhead factors and costs from this CAP will be incorporated into the cost-of-service analysis to support updated fee recommendations.

Deliverables: Willdan: Submit information request to City.

City: Provide requested data to Willdan (prior to Task 3, Kick-off Meeting/Refine Scope). We will follow up with the City to confirm receipt of requested data and information and highlight data elements that are outstanding.

Task 2: Compile Inventory of Current and Potential Fees/Review Existing Cost Allocation Method Objective: Willdan will identify the schedule of fees and develop the methodology for calculating the fees, obtain and review the City’s current CAP and Fee methodology from the Cost Allocation Plan and User Fee Study we developed for the City in 2020/21, and obtain staffing, salary, and benefit information.

Description: Based on the results of the initial document request and independent research, incorporate into our model the existing fees, provided by the City, to comprise the parameters of the fee study. We will review the existing fee schedule to ensure consistency and that it addresses areas where fees could be charged for services being provided and confer with Staff to identify potential new fees.

As mentioned in the Project Understanding, we will work with staff to incorporate reasonable indirect overhead factors from the City’s current Cost Allocation Plan to ensure the costs associated with central service overhead support are included in the full cost of providing services.

Reasonable indirect cost allocation percentages will be used in Task 4 to calculate departmental overhead rates and fully-burdened hourly personnel rates. We will gather and review data and supporting analysis as necessary, related to the City’s cost allocation approach. This information will be used to verify or calculate the allocation of indirect service costs to operating departments, and then will be incorporated with staffing, and salary and benefit data to develop a comprehensive schedule of FullyBurdened Hourly Rates (FBHR). These rates will form a basis for the calculation of the costs of providing services to residents and customers, for which fees are charged.

Meetings: It is possible that a conference call with the City may be necessary to discuss new fees to implement or existing fees that may no longer be required.

Deliverables: Willdan: One (1) draft list of current fees based on initial data provided (to be discussed and finalized during the kick-off call).

City: Review completed fee schedules with comments/revisions to be discussed during the kick-off meeting.

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City of Cudahy, CA
Task 3: Kick-off / Refine Project Requirements, Objectives and Scope Objective: Confirm goals and objectives for the Comprehensive User Fee Study. Identify and discuss policy matters typically raised, address gaps in data, and refine appropriate existing or new fee categories (based on Task 2).

Description: Verify our understanding of the City’s goals, the City’s cost-recovery policy for user fees, and fill gaps in data/information necessary for the project. It is important for the City and Willdan to identify and address any foreseeable problems and maintain open communication throughout the process.

During this discussion, we will ask that the City identify a project manager who will serve as the primary contact for the project. The project manager shall have responsibility for ensuring that all available data is provided in a timely manner, thereby maintaining adherence to the project’s schedule.

Meetings: One (1) project kick-off call/web meeting to initiate the project, discuss data needs, and address policy matters.

Deliverables: Willdan: 1) Revised project scope and schedule (if needed); and 2) brief summary of policy decisions (if needed).

City: 1) Provide further data needs; and 2) determine/introduce City’s project manager.

Task 4: Develop Comprehensive Fee Model/Incorporate Overhead/Develop Overhead Rates & FBHR Objective: Develop and test fee model and incorporate overhead factors.

Description: This task involves the development of the model ultimately used to calculate fees, based on data and information gathered in previous tasks and in the Time Survey Interviews described in Task 5. To ensure that City policies are met through the imposition of the calculated fees, the model will be formatted to include appropriate costs.

We will utilize the data from the City’s current Cost Allocation Plan, prepared by Willdan in 2021, to develop and determine the appropriate indirect cost factors and overhead rates to apply to personnel rates, to develop fully burdened hourly rates per the City’s employee structure. These rates will serve as a basis for calculating the full cost of providing services. Alternatively, a simplified indirect rate could be calculated as part of this phase to determine a citywide indirect rate to use for central service cost inclusion in the cost of services.

Key model inputs will include staff and allocated overhead costs per position, and relevant budget data on staffing, salaries and benefits. This information will be obtained directly from the City and incorporated directly into the user fee model. We will request clarification and/or additional data if necessary. We will also update, as appropriate, available fee volumes (occurrences) and revenue generation.

The model will provide an allocation of administrative and overhead costs to fee related activities, so that fees and billable rate schedules incorporate applicable costs. Furthermore, the fees and rates charged to customers will also reflect the cost of the services being provided, to the extent possible given policy and/or political considerations.

Deliverables: Willdan: One (1) user-friendly model in Microsoft Excel format, which, when finalized, City Staff can use to calculate fee changes annually, or as often as deemed appropriate by the City Council, and a schedule of Fully-Burdened Hourly Rates.

Task 5: Time Survey Interviews and On-site or Virtual Information Gathering Objective: Meet with City Staff to complete Time Surveys and understand service delivery processes.

Description: In order to assist staff with the completion of the survey worksheets, we will schedule up to one (1) day of meetings with staff; however, the number of meetings needed may vary depending on the number of staff involved.

The Willdan Team will conduct interviews with managers, as well as other staff, as deemed appropriate and/or necessary, to understand the processes and staffing involved in delivering fee-based City services and determine the average time required by City Staff to provide each of the services. During this process we will identify instances of cross-departmental support and calculate associated costs.

The fee model is designed so that full cost recovery fees are calculated immediately upon input of staff time. These full costs are also compared to current cost recovery levels.

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City of Cudahy, CA
This will allow Willdan and City Staff to conclude with a final meeting to review the draft full cost recovery fees and adjust any times as necessary once all information has been compiled and input into the fee model. We will schedule the interviews with City Staff to minimize any disruption to their normal workflow.

During these meetings, we will discuss with City Staff potential new fees that could be added to the City’s fee schedule(s) for applicable departments. Fee additions may be at the request of Staff during the initial process of creating an inventory of fees to be included in the study in Task 2, those recommended to address legislative and/or policy updates or recommended based on fees we’ve encountered in comparable cities that aren’t currently included on the City’s fee schedules. We will discuss potential fee additions with the City Council during a brief presentation.

Meetings: One (1) business day of meetings/staff interviews. Depending upon circumstances and availability, we may discuss the option with City Staff of conducting these meetings via WebEx or Zoom. These tools have proven to be highly effective and efficient, particularly for follow-up questions and/or discussions.

One (1) meeting with the City Council to review potential new fees.

Deliverables: Willdan and City: Time surveys and draft full cost recovery fees.

Task 6: Data Analysis, Calculate Full Cost of Providing Services, Final Fee Schedule Objective: Incorporate information obtained from surveys to fully develop model and calculate the cost of providing services.

Description: We will update the model, based on information received during the on-site surveys, to generate a comprehensive fee schedule. In addition, it is quite common that a supplemental data request may be necessary, based on new fees identified that the City is not currently collecting.

Where appropriate, we will suggest and discuss with staff alternate approaches to existing fee programs (i.e. deposit vs. straight fee, valuation, etc.) and suggest potential areas where fees could be collected, where they are not currently.

We will present the cost of service and full cost recovery level for fees, both current and projected under the new calculated fees, and revenue projections, given certain assumptions about the levels of subsidy for different fees.

We will begin the discussion of subsidies and fee-setting, and the implementation of policy and political objectives. We will provide guidance based upon our recent experience as to policy factors and approaches used by other similar cities.

Current levels of cost recovery will be compared to actual full costs calculated during the course of this study. Cost will be calculated at reasonable activity levels and include all appropriate direct and indirect costs and overhead. We will review fee programs for compliance with Propositions 218 and 26.

The fee data analysis and model development may take three (3) to five (5) weeks with frequent correspondence with City Staff to discuss current cost recovery amounts, necessary to recover full cost and frequency activity.

Meetings: Web meetings and/or conference calls, as necessary, to gather additional input, complete analysis and finalize fee schedule. Please see the note in Task 5 regarding in-person meetings.

Deliverables: Final user fee model for the City Council presentation and discussion.

Task 7: Common Fees Comparison
Objective: Examine up to five (5) comparable cities/agencies in Los Angeles County, or jurisdictions that are similar in either geography or profile to the City of Cudahy.

Description: We will access and use our knowledge of other jurisdictions to benchmark all applicable fees for up to five projects as determined by City Staff and Willdan. The purpose is to select sample projects (such as a 5-unit residential project or a 10,000 square foot commercial building) that the City may reasonably expect to encounter, and determine the total fee burden, as compared to the other selected cities.

Fee schedules are rarely readily or directly comparable from agency to agency due to definitional and operational differences. For example, a grading permit in one jurisdiction may include the plan check service, while the same permit in another jurisdiction may not, resulting in similar sounding services with widely varying costs.

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City of Cudahy, CA
The survey will contain the following, a comparison of fees and charges used by the City and other jurisdictions for comparable sample projects; current and proposed fees and charges unique to the City of Cudahy; fees and charges used by other public entities not currently used in the City; and if possible, identify characteristics and processes unique to the City that account for significant variances in fees and charges used by other jurisdictions.

Deliverables: Willdan: Recommendations provided in Task 8 will incorporate the data gathered during our examination.

Task 8: Prepare and Present Draft Results and Report, Conduct Presentations Objective: Prepare and present draft results and report.

Description: This task involves the preparation of the draft report that discusses the study’s background, the methodologies utilized in the study, and the results and presentation to various stakeholder groups. As noted below, meetings may occur during this or the next task as appropriate. The calculations used to generate the user fee study will be included textually, as well as in easy to understand tables. Individual fee summaries and a comprehensive fee schedule will be included as well. The draft report will include the following:
▪ Key results and findings;
▪ Current and recommended fees and charges;
▪ Basic descriptions of each service;
▪ The full cost of each service and current cost recovery levels; ▪ Comparison of the cost of providing services to current and proposed recovery levels and fees; ▪ Costs broken down graphically into indirect, direct and overhead components, with a graphic display of the level of cost recovery;
▪ Fee recommendations with associate levels of cost recovery and changes from current fees; ▪ Projections of potential fee revenue;
▪ Fee comparisons completed as part of Task 7;
▪ Assessment of reasonableness of each City’s costs; and ▪ Summary and recommendations.

The objective of the report is to communicate the recommendation of appropriate fees, which include the appropriate subsidy percentage for those fees where full cost recovery may be unrealistic.

Meetings: One (1) web meeting with City Staff and the City’s project study Task Force to present the report, recommended fee structure, methodology and draft results, address questions, and receive feedback.

Deliverables: Willdan: Draft report for City review and comment.

City: Review of draft report, with comments and edits.

Task 9: Discuss and Revise Draft Report/Determine Cost Recovery Levels for Recommended Adoption Objective: Review and discussion of draft results, fee structure, methodology, report, and fee model.

Description: The goal of this task is to conduct an in-depth review of the draft results, report and model, incorporate feedback and changes as a result of previous discussions and meetings, and arrive at an optimum fee structure. During this Task, we will finalize the actual fee levels, with consideration given to policy and current practices.

Often through the course of an engagement, City Staff will volunteer insightful likes and dislikes regarding the existing fee structure. We listen to this feedback carefully because your staff members know the community best. Comments usually revolve around issues of:
▪ Understandability;
▪ Fairness to applicants;
▪ Ease of calculation;
▪ Appropriate levels of cost recovery; and
▪ Full cost recovery hourly rates.

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City of Cudahy, CA
When adjusting fee recovery levels, we believe it is important to address these concerns.

One (1) meeting with City Staff to present the recommended fee structure, methodology and draft results, address questions, and receive feedback.

Following one (1) round of comments and feedback from City staff on the methodology and draft report, we will prepare the final report for presentation to the City Council.

Meetings: Up to two (2) web meetings to review the model and report and finalize cost recovery levels.

Deliverables: Draft report, revised draft /final report.

Task 10: Prepare and Present Final Report/Instruct Staff on Model Objective: Prepare and present final report to the project study task force and City Council. Instruct staff on the operation and use of the model for future modifications.

Description: This task is the culmination of the entire project. Based on staff comments received regarding the draft report, we will prepare the final report for presentation. We will provide Staff with guidance on how to update the model in future years, to incorporate cost increases and changes in staffing or processes.

Meetings: One (1) conference call/web meeting with City Staff to discuss the presentation of the results. One (1) meeting to present recommended fee structure and methodology to the City Council to facilitate their understanding of the approach, analysis, results, recommendations and implications of the study. We will also provide staff training on the operation and use of the model on the same day, during regular business hours. Follow-up offline discussions may occur as necessary with City Staff to review questions and/or requested clarifications from the City Council.

Deliverables: Provide one (1) bound hard copy, and one (1) electronic PDF file copy of the final report and models.

Using Microsoft Word and Excel, an updateable electronic copy of the study and models, as well as related schedules, will also be provided on CD/ROM.

City Staff Support
To complete our tasks, we will need the cooperation of City Staff. We suggest that the City of Cudahy assign a key individual to represent the City as the project manager who can function as our primary contact. We anticipate that the City’s project manager will: 1) Coordinate responses to requests for information; 2) Coordinate review of work products; and 3) Help resolve policy issues.

Willdan will endeavor to minimize the impact on City Staff in the completion of this project. We will ask for responses to initial information requests in a timely manner. If there are delays on the part of the City, we will contact the City’s project manager to steer the project back on track. We will keep the City’s project manager informed of data or feedback we need to keep the project on schedule.

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Project Disclaimer
The City of Cudahy further represents, acknowledges, and agrees that:
(i) The City uses, or may use, the services of one or more municipal advisors registered with the U.S. Securities and Exchange Commission (“SEC”) to advise it in connection with municipal financial products and the issuance of municipal securities;
(ii) The City is not looking to Willdan to provide, and City shall not otherwise request or require Willdan to provide, any advice or recommendations with respect to municipal financial products or the issuance of municipal securities (including any advice or recommendations with respect to the structure, timing, terms, and other similar matters concerning such financial products or issues);
(iii) The provisions of this proposal and the services to be provided hereunder as outlined in the scope of services are not intended (and shall not be construed) to constitute or include any municipal advisory services within the meaning of Section 15B of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”), and the rules and regulations adopted thereunder;
(iv) For the avoidance of doubt and without limiting the foregoing, in connection with any revenue projections, cash-flow analyses, feasibility studies and/or other analyses Willdan may provide the City with respect to financial, economic or other matters relating to a prospective, new or existing issuance of municipal securities of the City, (A) any such projections, studies and analyses shall be based upon assumptions, opinions or views (including, without limitation, any assumptions related to revenue growth) established by the City, in conjunction with such of its municipal, financial, legal and other advisers as it deems appropriate; and (B) under no circumstances shall Willdan be asked to provide, nor shall it provide, any advice or recommendations or subjective assumptions, opinions or views with respect to the actual or proposed structure, terms, timing, pricing or other similar matters with respect to any municipal financial products or municipal securities issuances, including any revisions or amendments thereto; and (v) Notwithstanding all of the foregoing, the City recognizes that interpretive guidance regarding municipal advisory activities is currently quite limited and is likely to evolve and develop during the term of the potential engagement and, to that end, the City will work with Willdan throughout the term of the potential Agreement to ensure that the Agreement and the services to be provided by Willdan hereunder, is interpreted by the parties, and if necessary amended, in a manner intended to ensure that the City is not asking Willdan to provide, and Willdan is not in fact providing or required to provide, any municipal advisory services.

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D. Project Schedule and Schedule Control
Project Schedule
Willdan understands time is of the essence for the City of Cudahy to begin this engagement. The schedule can only be met with the cooperation of City staff. Delays in responding to our requests for data and review will result in corresponding delays to the project schedule. If that is the case, we will notify the City immediately of the possible impact on the schedule.

Scope of Services 5 12 19 26 2 9 16 23 30 7 14 21 28 4 11 18 25 2 9 16 23 30 Task 1: Initial Document Request z1
Task 2: Compile Inventory of Current and Potential Fees z2 Task 3: Kick-off / Refine Scope (web meeting/conference call) z3 Task 4: Develop User Fee Model z4
Task 5: Staff Interviews and Information Gathering (web meetings) z5 Task 6: Data Analysis and Final User Fee Schedule (Web mtgs/conf calls) z6 Task 7: Common Fees Comparison z7
Task 8: Prepare and Present Draft Report (conference call) z8 Task 9: Revise Draft Report/Determine Cost Recovery Levels (conference call) z9 Task 10: Prepare and Present Final Report/Instruct Staff on Model (web meeting) z10 Deliverables:
z1: Information Request z6: Draft Fee and Rate Model Review z2: Draft List of Current Fees z7: Common Fee Comparison z3: Revised Project Scope and Schedule (if needed) z8: Draft Report z4: User-friendly Model in Microsoft Excel z9: Revised Draft Report/Final Report z5: Time Surveys and Draft Full Cost Recovery Fees z10: Final Report – Hard and Electronic Copies Adopt fees in January 2025
December
City of Cudahy
Comprehensive User Fee Study
Project Schedule
August September October November

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Quality Control Procedures
Project Management Approach
At Willdan, we utilize a Project Management Process/Approach that ensures projects are completed on time, within budget and most importantly yield results that match our clients’ expectations. We will document discussions leading to important policy decisions and/or the choice of critical assumptions used in constructing the analysis and model.

Following key stakeholder discussions, we will schedule a call to summarize findings and direction with City staff, to make certain that we are in agreement with stated objectives, and that feedback is incorporated as appropriate.

Project Management
Define the Project Plan the Project Manage the
Project
Review the
Project
Communicate
the Project
▪ Identify the project
scope, set
objectives, list
potential constraints,
document
assumptions.
▪ Define a course of
action and develop
an effective
communication plan.
▪ Provide a forum for
applying the team’s
collective expertise
to solving difficult
analytical issues that
arise in complex
projects.
▪ Collaborate with the
project team and
client staff and agree
upon timeline to meet
the estimated project
timeline.
▪ Assign workload
functions to
appropriately
qualified staff to
ensure milestones
are met, on time.
▪ Pre-schedule quality
control meetings with
the project team to
maintain the
progressive motion of
the project.
▪ Manage the
execution of the
project.
▪ Direct existing and
upcoming project
tasks.
▪ Control and monitor
work in progress.
▪ Provide feedback to
client and project
team.
▪ Identify and resolve
deviances from
project timeline.
▪ Review all work
products and
deliverables.
▪ Utilize structured
quality assurance
process involving
up to three levels
of review at the
peer level, project
manager level.
▪ Procure executive
officer level review.
▪ Communicate with
the client regarding
work status and
progress.
▪ Ensure client is in
receipt of regular
status updates.
▪ Schedule regular
conference calls to
touch base.
▪ Inform client of
roadblocks, work
outside of projected
scope.

Through the process of providing regular
updates and conducting status
conference calls, potential issues will be
highlighted, discussed, and resolved. Any
deviances from the project timeline will
be identified and plans will be developed
for course corrections.

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Quality Assurance / Quality Control Process
Our quality control program is incorporated as a required element of Willdan’s day-to-day activities. There are three levels of reviews incorporated for our deliverables:
1) Peer review;
2) Project Manager review; and
3) Final quality assurance manager
review.

Peer reviews involve one analyst
reviewing the work of another, while
project manager reviews are
conducted prior to delivery to the
quality assurance manager. The
quality assurance manager then
performs a final review. This assures
that our final product has been
thoroughly evaluated for potential
errors; thus, providing quality client deliverables, and high levels of integrity and outcomes.

The primary mission of our quality control plan is to provide staff with the technical and managerial expertise to plan, organize, implement, and control the overall quality effort, thereby ensuring the completion of a quality project within the time and budget established.

Quality Assurance Goals
Goal Lead Task
Quality Assurance /
Control Process
Chris Fisher
▪ Establish a set of planned and systematic actions for maintaining a high level of quality in the professional services performed; ▪ Emphasize quality in every phase of work;
▪ Ensure efficient use of resources;
▪ Establish a consistent and uniform approach to the services performed; and
▪ Implement appropriate quality control measures for each work task of the project.

Quality Control Plan
Chris Fisher,
Tony Thrasher, &
Robert Quaid
▪ Contract deliverables;
▪ Specific quality control procedures;
▪ Special quality control emphasis;
▪ Budget and manpower requirements;
▪ Overall project schedule and budget; and
▪ Project documentation requirements;

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City of Cudahy, CA
E. References
Below are recent project descriptions, including client contact information, which are similar in nature to those requested by the City of Cudahy engagement. We are proud of our reputation for customer service and encourage you to contact these clients regarding our commitment to completing the projects within budget and agreed upon timelines.

City of Burbank, CA
Comprehensive User Fee Study
In Spring of 2023 Willdan completed a comprehensive master user fee study for the City of Burbank. Burbank is a large, diverse city with a full range of municipal services. We worked with City staff to gather the necessary data to incorporate appropriate central service overhead factors from the City’s current Cost Allocation Plan into this analysis. Following this, we analyzed the current fee schedule, developed a detailed cost-of-service analysis, and calculated the full cost of providing services for which fees are charged. We also evaluated opportunities to implement new fees and eliminate obsolete ones. Finally, we conducted fee comparisons with other local municipal agencies and worked with City Staff to develop fee-setting recommendations that incorporated policy guidelines and presented these to the City Council for adoption.

Willdan updated many of the fee programs and their structures. Final master fee recommendations were made to address the City’s goal to maximize the recovery of the costs of providing services, to the best extent possible, including overhead. The final steps of the process included a detailed presentation to the City Council, and delivery to the City of the fee model for their future use.

Client Contact: Justin Hess, City Manager
275 E. Olive Avenue, Burbank, CA 91510
Tel #: (818) 238-5800| Email: [email protected]
Project Dates: August 2022 – April 2023
City of Chino Hills, CA
Full Cost Allocation Plan and Comprehensive User Fee Study The City of Chino Hills engaged Willdan to complete a comprehensive Cost Allocation Plan and Comprehensive User Fee Study. Willdan staff met with City staff to verify the City’s objectives for the study, independently gathered most of the necessary data for the development of the CAP model and methodology and worked directly with City staff to gather additional detail or clarify information where necessary. We worked with City staff to understand the various functions served by indirect staff in various City departments, and which operating departments or funds they served. We worked directly with City staff to develop and verify allocation bases and make adjustments through several iterations of the CAP model, as necessary.

We developed a cost-of-service analysis and model that updated existing fees and incorporated new fees and used it to create an updated comprehensive fee schedule.

Willdan is currently providing an update to the User Fee Study and Cost Allocation Plan.

Client Contact: Christa Buhagiar, Finance Director
14000 City Center Drive, Chino Hills, CA 91709
Tel. #: (909) 364-2642 | Email: [email protected] Project Dates: May 2018 – Ongoing
City of Tustin, CA
Comprehensive User Fee Study
Willdan prepared a Comprehensive User Fee Study for the City of Tustin. Willdan reviewed and analyzed existing user fee programs, and based upon conversations with staff, made suggestions, as necessary, for fees that may need to be added to the City’s fee schedule for which fees were not currently being charged. The comprehensive user fee study was completed with full interviews and being conducted, and a comprehensive fee model developed.

The original study was completed in May 2021, Willdan is currently providing ongoing services related to the Comprehensive User Fee Study.

Client Contact: Jason Al-Imam, Director of Finance
300 Centennial Way, Tustin, CA 92780
Tel #: (714) 573-3061 | Email: [email protected]
Project Dates: September 2020 – Ongoing

Comprehensive User Fee Study 23
City of Cudahy, CA
City of Irvine, CA
Comprehensive User Fee Study, Cost Allocation Plan & OMB Cost Allocation Plan Willdan completed a comprehensive user fee study and full cost allocation plan for the City of Irvine. The cost allocation plan was also OMB compliant, whereas the user fee study focused on the community development/ planning, city clerk, public safety, and public works departments.

In addition to identifying the true costs of City-provided services, Willdan staff worked with each department to identify opportunities in recovering costs of services for which no fee had previously been collected.

Willdan also conducted the City’s previous study, as well as updates to the studies, and was recently re-selected to conduct a Building and Safety User Fee.

Willdan was re-selected, through competitive bid, to conduct a Master User Fee Study and Cost Allocation Plan, with annual updates, for three years.

Client Contact: Amy Roblyer, Senior Management Analyst – Fiscal Services One Civic Center Plaza, Irvine, CA 92606
Tel. #: (949) 724-6255 | Email: [email protected] Project Dates: May 2017 – Ongoing
City of Claremont, CA
Comprehensive User Fee Study and Full Cost Allocation Plan Willdan was engaged to prepare for the City of Claremont a Cost Allocation Plan and Comprehensive User Fee Study.

Willdan developed a cost allocation plan and model that fully allocated central overhead costs to appropriate operating departments, funds, and/or programs. Our primary objective for the cost allocation study was to ensure that general government costs are fairly and equitably allocated to appropriate programs and funds, based on tailored and well thought out allocation factors.

Willdan reviewed and analyzed existing user fee programs, and based upon conversations with staff, made suggestions, as necessary, for fees that may need to be added to the City’s fee schedule for which fees were not currently being charged. Utilizing the full CAP, the comprehensive user fee study phase was completed with full interviews and being conducted on site, and a comprehensive fee model developed.

Willdan has recently been re-selected to provide an update to the User Fee Study and Cost Allocation Plan.

Client Contact: Adam Pirrie, City Manager
207 Harvard Avenue, Claremont CA 91711
Tel #: (909) 399-5328 | Email: [email protected] Project Dates: May 2018 – Ongoing
City of Eastvale, CA
Comprehensive User Fee Study and Full & OMB Cost Allocation Plan Through competitive bid, the City of Eastvale engaged Willdan Financial Services to conduct a comprehensive study of the City’s user fees, as well as the preparation of a Full and OMB compliant Cost Allocation Plan.

Our primary objective for the cost allocation study was to ensure that general government costs are fairly and equitably allocated to appropriate programs and funds, based on tailored and well thought out allocation factors. The Cost Allocation Plan was also created to develop OMB compliant overhead allocations and indirect rates.

Willdan is currently wrapping up the Comprehensive User Fee Study. The Cost Allocation Plan and primary User Fee Study are complete. We are working with the City to incorporate some minor adjustments and conduct meetings with local stakeholder groups, Willdan developed the Cost Allocation Plan and model, reviewed and analyzed existing user fee programs, and working collaboratively with staff, made suggestions as necessary for additions to the City’s fee schedule for activities for which fees were not currently being charged.

Client Contact: Amanda Wells, Finance Director/ City Treasurer 12363 Limonite Ave. Suite 910, Eastvale, CA 91752 |
Tel #: (951) 703-4430 | Email: [email protected]
Project Dates: July 2021 - Ongoing

Comprehensive User Fee Study 24
City of Cudahy, CA
Similar Studies
Provided in the table below is a list of the public agencies in which similar services are currently in progress, or have been completed, in the previous five years.

Willdan Financial Services
Five Year Cost Allocation Plan and User Fee Study Experience Client Project Description
City of Amarillo, TX Cost Allocation Plan
City of Arcadia, CA Cost Allocation Plan and Comprehensive User Fee Study City of Arroyo Grande, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study
City of Arvin, CA Cost Allocation Plan
City of Aurora, CO Cost Allocation Plan and Comprehensive User Fee Study City of Barstow, CA Cost Allocation Plan
City of Bedford, TX Cost Allocation Plan
City of Belmont, CA Development Services User Fee Study City of Bellflower, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study
City of Benicia, CA Cost Allocation Plan and Comprehensive User Fee Study City of Blythe, CA Cost Allocation Plan and Comprehensive User Fee Study City of Bradbury, CA Cost Allocation Plan and Comprehensive User Fee Study City of Brea, CA Cost Allocation Plan and Comprehensive User Fee Study City of Brighton, CO Cost Allocation Plan
City of Burbank, CA Comprehensive User Fee Study
City of Calexico, CA EMS User Fee Study
City of Canyon Lake, CA Comprehensive User Fee Study & EMS User Fee Study City of Capitola, CA Cost Allocation Plan and Comprehensive User Fee Study City of Cave Creek, AZ Cost Allocation Plan and Comprehensive User Fee Study City of Chino, CA Comprehensive User Fee Study, Cost Allocation Plan and Indirect Cost Rate Studies
City of Chino Hills, CA Cost Allocation Plan and Comprehensive User Fee Study, and Updates City of Claremont, CA Cost Allocation Plan and User Fee Study City of Clermont, FL Building & Safety Department User Fee Study City of Coachella, CA Cost Allocation Plan and Comprehensive User Fee Study City of Commerce City, CO Comprehensive User Fee Study and Development Impact Fee Study City of Coppell, TX Full Cost Allocation Plan
City of Covina, CA Comprehensive User Fee Study
City of Cudahy, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study
City of DeSoto, TX Comprehensive User Fee Study
City of Diamond Bar, CA Cost Allocation Plan and Comprehensive User Fee Study, and Updates

Comprehensive User Fee Study 25
City of Cudahy, CA
Willdan Financial Services
Five Year Cost Allocation Plan and User Fee Study Experience Client Project Description
City of Dinuba, CA Cost Allocation Plan & User Fee Study City of El Cerrito, CA Cost Allocation Plan and Community Development Department User Fee Study City of El Monte, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Updates, and Development Impact Fee Study
City of Eastvale, CA Cost Allocation Plan, OMB Compliant Plan, and Comprehensive User Fee Study City of Encinitas, CA Development Services User Fee Study and Cost Allocation Plan and Updates City of Fillmore, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study
City of Foster City, CA Cost Allocation Plan, OMB Compliant Plan, and Comprehensive User Fee Study City of Fountain Hills, AZ Comprehensive User Fee Study City of Fountain Valley, CA Cost Allocation Plan and Comprehensive User Fee Study City of Fontana, CA Cost Allocation Plan, OMB Compliant Plan, and User Fee Study City of Fullerton, CA Community Development Department User Fee Study and Fire Department User Fee Study
City of Georgetown, TX Cost Allocation Plan
City of Gilroy, CA Cost Allocation Plan, OMB Compliant Plan, and Comprehensive User Fee Study & 2023 CPI Updates
City of Goleta, CA Cost Allocation Plan, OMB Compliant Plan, and Comprehensive User Fee Study City of Hayward, CA Comprehensive Master User Fee Study, Full Cost Allocation Plan, and Updates, and Rental Inspection Program Fee Analysis
City of Hesperia, CA Comprehensive User Fee Study
City of Hollister, CA Planning User Fee Study
City of Hughson, CA Cost Allocation Plan, User Fee Study and Development Impact Fee Study City of Indian Wells, CA Comprehensive User Fee Study & Updates City of Irvine, CA Cost Allocation, OMB Compliant Plan, Comprehensive User Fee Study, and Building & Safety Fee Update
City of Irwindale, CA Cost Allocation Plan, User Fee Study and Development Impact Fee Study City of Kingsburg, CA Full & OMB Compliant Cost Allocation Plan City of La Puente, CA Cost Allocation Plan and Comprehensive User Fee Study City of La Verne, CA Cost Allocation Plan
City of Lakeport, CA Comprehensive User Fee Study
City of Lake Elsinore, CA User Fee Study and Cost Allocation Plan and Updates City of Lindsay, CA Cost Allocation Plan, User Fee Study, and Impact Fee Analysis City of Lomita, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Analysis
City of Los Alamitos, CA Cost Allocation Plan and Comprehensive User Fee Study City of Los Altos, CA Cost Allocation Study, OMB Compliant Plan, and Comprehensive User Fee Study City of Los Angeles, CA Building & Safety User Fee Study City of Los Banos, CA Full Cost Allocation Study, OMB Compliant Plan, and Comprehensive User Fee Study

Comprehensive User Fee Study 26
City of Cudahy, CA
Willdan Financial Services
Five Year Cost Allocation Plan and User Fee Study Experience Client Project Description
City of Lynwood, CA User Fee Study and Cost Allocation Plan, and Updates City of McFarland, CA Cost Allocation Plan and Utility Rate Study City of Manteca, CA Cost Allocation Plan and Comprehensive User Fee Study City of Mesquite, TX Cost Allocation Plan and OMB Compliant Plan, and Updates City of Melissa, TX Cost Allocation Plan and Comprehensive User Fee Study City of Mission Viejo, CA Comprehensive User Fee Study and Cost Allocation Plan, and Updates City of Missouri City, TX Full and OMB Compliant Cost Allocation Plan and User Fee Study City of Montebello, CA Cost Allocation Plan and User Fee Study, and Updates City of Monterey Park, CA Cost Allocation Plan and User Fee Study, and Updates City of Monterey, CA Cost Allocation Plan and Indirect Cost Rate City of Mountain View, CA Comprehensive User Fee Study and Cost Allocation Plan City of Murrieta, CA Comprehensive User Fee Study, Cost Allocation Plan, and OMB Compliant Plan and Updates
City of Napa, CA Comprehensive User Fee Study, Full Cost Allocation Plan, and OMB Compliant Plan
City of National City, CA Cost Allocation Plan, OMB Compliant Cost Allocation Plan, and Comprehensive User Fee Study
City of North Port, FL User Fee Study
City of Oroville, CA Cost Allocation Plan and Updates
City of Oviedo, FL Cost Allocation Plan
City of Palm Desert, CA Cost Allocation Plan and Comprehensive User Fee Study, and Updates City of Palm Springs, CA Cost Allocation Plan and Comprehensive User Fee Study City of Patterson, CA Comprehensive User Fee Study, Cost Allocation Plan and Updates City of Paramount, CA Cost Allocation Plan and Comprehensive User Fee Study City of Petaluma, CA Cost Allocation Plan, User Fee Study, CIP Admin Rate & Work Order Rate Analysis, Hourly Overhead Rates, and ISF Allocation Study, and Updates City of Pismo Beach, CA Cost Allocation Plan, OMB Compliant Plan, and User Fee Study City of Pittsburg, CA User Fee Study and Cost Allocation Plan, and Updates City of Pleasant Hill, CA Cost Allocation Plan, OMB Compliant Plan, and User Fee Study City of Pomona, CA Master Fee Schedule Update and Development Impact Fee Review City of Richmond, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study
City of Rosemead, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study
City of St. Helena, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study, and Updates
City of San Anselmo, CA Cost Allocation Plan and Comprehensive User Fee Study City of Bruno, CA Cost Allocation Plan and Comprehensive User Fee Study City of San Dimas, CA Cost Allocation Plan and Comprehensive User Fee Study

Comprehensive User Fee Study 27
City of Cudahy, CA
Willdan Financial Services
Five Year Cost Allocation Plan and User Fee Study Experience Client Project Description
City of San Fernando, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study, and Updates
City of San Jacinto, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study
City of San Luis, AZ Cost Allocation Plan
City of San Marcos, CA Cost Allocation Plan, Indirect Cost Rate Studies and Comprehensive Citywide User Fee Study
City of Santa Cruz, CA Citywide Overhead Cost Allocation Plan, Santa Cruz Library Cost Allocation Plan, and Fleet and Facility Services Cost Allocation Plan, and Updates City of Santa Paula, CA Cost Allocation Plan, OMB Compliant Plan, User Fee Study and Development Impact Fee Study
City of Selma, CA EMS User Fee Study
City of Sierra Madre, CA Comprehensive User Fee Study, Full and OMB Compliant Cost Allocation Plan City of Solana Beach, CA Cost Allocation Plan and Comprehensive User Fee Study City of Stanton, CA Comprehensive User Fee Study, Cost Allocation Plan, and OMB Compliant Plan City of Tamarac, FL Building & Safety Department User Fee Study City of Temple, TX Comprehensive User Fee Study
City of Tulare, CA Comprehensive User Fee and Rate Study, Full Cost Allocation Plan, and OMB Compliant Plan
City of Tustin, CA Cost Allocation Plan, Comprehensive User Fee Study, and Updates City of Twentynine Palms, CA Comprehensive User Fee Study, Full and OMB Compliant Cost Allocation Plan, City of Upland, CA Cost Allocation Plan and Comprehensive User Fee Study, and Updates City of Vernon, CA Cost Allocation Plan and Comprehensive User Fee Study City of Watsonville, CA Comprehensive User Fee and Rate Study, Cost Allocation Plan, and OMB Compliant Plan, and Updates
City of West Hollywood, CA Cost Allocation Plan and User Fee Study, and Updates City of West Sacramento, CA Cost Allocation Plan, OMB Compliant Plan, and Comprehensive User Fee Study, and Updates
City of Yucaipa, CA Comprehensive User Fee and Rate Study, Full Cost Allocation Plan, and OMB Compliant Plan, and Updates
Coachella Valley Cemetery, CA User Fee Study
County of Mono, CA Comprehensive User Fee Study
County of Placer, CA Land Development Fee Study
Housing Authority of the
City of Alameda, CA Cost Allocation Plan and Updates
Housing Authority of the County
of San Bernardino, CA Cost Allocation Plan and Updates
Placer County Water Agency, CA Cost Allocation Plan and Overhead Rate Study Town of Apple Valley, CA Cost Allocation Plan
Town of Paradise Valley, AZ Master User Fee Study
Town of Sunnyvale, TX Comprehensive User Fee Study
Town of Yucca Valley, CA Comprehensive User Fee Study

Comprehensive User Fee Study 28
City of Cudahy, CA
F. Cost Proposal/ Fee Schedule
Comprehensive User Fee Study
Willdan Financial Services proposes a not-to-exceed fixed fee of $27,700 to conduct the Comprehensive User Fee Study on the City’s behalf. The table below provides a breakdown of the fee to complete the study by task and project team member.

Notes
▪ Our fee includes all direct expenses associated with the project. ▪ We will invoice the City monthly based on percentage of project completed. ▪ Additional services may be authorized by the City and will be billed at our then-current hourly overhead consulting rates.
▪ City shall reimburse Willdan for any costs Willdan incurs, including without limitation, copying costs, digitizing costs, travel expenses, employee time and attorneys' fees, to respond to the legal process of any governmental agency relating to City or relating to the project. Reimbursement shall be at Willdan's rates in effect at the time of such response.
▪ The cost of preparing the user fee study can be included in the resulting new user fee schedule. Therefore, over time, the City can recover the initial outlay of funds that was required to complete the studies. ▪ Willdan will rely on the validity and accuracy of the City’s data and documentation to complete the analysis. Willdan will rely on the data as being accurate without performing an independent verification of accuracy and will not be responsible for any errors that result from inaccurate data provided by the client or a third party.

Hourly Fee Schedule
Our current hourly rates are listed below.

Willdan Financial Services
Hourly Rate Schedule
Position Team Member Hourly Rate
Group Manager Chris Fisher $250
Managing Principal $240
Principal Consultant Tony Thrasher,
& Bob Quaid $210
Senior Project Manager $185
Project Manager $165
Senior Project Analyst Priti Patel $135
Senior Analyst Samanta Labitan $125
Analyst II $110
Analyst I $100

Comprehensive User Fee Study 29
City of Cudahy, CA
Addendum
ADDENDUM #1

REQUEST FOR PROPOSALS

TO PROVIDE
Comprehensive Fee Study
TO THE

CITY OF CUDAHY
Date Issued: May 22, 2024

Comprehensive User Fee Study 30
City of Cudahy, CA
Addendum for: Comprehensive Fee Study
Addendum No.: 1
Addendum Date: May 22, 2024
Issued by: City of Cudahy
This addendum clarifies that the Request for Proposal is for a Comprehensive Fee Study.

Reminder 1: Please sign Addenda Acknowledgement below and submit along with your proposal.

ADDENDA ACKNOWLEDGMENT
The Proposer acknowledges receipt of the following Addenda and has included their provisions in this Proposal:

Addendum No.___________1________ Dated: June 19, 2024_______ Chris Fisher, Vice President
For all other questions, please contact via email:

Joshua Calhoun
Finance Director
City of Cudahy
E: [email protected]

27368 Via Industria, Suite 200
Temecula, California 92590-4856
800.755.6864 | 951.587.3500 | Fax: 888.326.6864
www.willdan.com

EXHIBIT “B”
Cost Proposal / Fee Schedule

Comprehensive User Fee Study 28
City of Cudahy, CA
F. Cost Proposal/ Fee Schedule
Comprehensive User Fee Study
Willdan Financial Services proposes a not-to-exceed fixed fee of $27,700 to conduct the Comprehensive User Fee Study on the City’s behalf. The table below provides a breakdown of the fee to complete the study by task and project team member.

Notes
▪ Our fee includes all direct expenses associated with the project. ▪ We will invoice the City monthly based on percentage of project completed. ▪ Additional services may be authorized by the City and will be billed at our then-current hourly overhead consulting rates.
▪ City shall reimburse Willdan for any costs Willdan incurs, including without limitation, copying costs, digitizing costs, travel expenses, employee time and attorneys' fees, to respond to the legal process of any governmental agency relating to City or relating to the project. Reimbursement shall be at Willdan's rates in effect at the time of such response.
▪ The cost of preparing the user fee study can be included in the resulting new user fee schedule. Therefore, over time, the City can recover the initial outlay of funds that was required to complete the studies. ▪ Willdan will rely on the validity and accuracy of the City’s data and documentation to complete the analysis. Willdan will rely on the data as being accurate without performing an independent verification of accuracy and will not be responsible for any errors that result from inaccurate data provided by the client or a third party.

Hourly Fee Schedule
Our current hourly rates are listed below.

Willdan Financial Services
Hourly Rate Schedule
Position Team Member Hourly Rate
Group Manager Chris Fisher $250
Managing Principal $240
Principal Consultant Tony Thrasher,
& Bob Quaid $210
Senior Project Manager $185
Project Manager $165
Senior Project Analyst Priti Patel $135
Senior Analyst Samanta Labitan $125
Analyst II $110
Analyst I $100

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 1 of 3

STAFF REPORT
Date: October 15, 2024
To: Honorable Mayor/Chair and City Council/Agency Members From: Alfonso Noyola, City Manager/Executive Director
By: Ron Bow, Interim Public Works Director
Subject: Request for Direction on Installation of Holiday Decorations and Lighting

RECOMMENDATION
The City Council is requested to provide direction on the preferred service provider to be awarded a professional service agreement for holiday decorations and lighting.

BACKGROUND
In preparation for the holidays, Public Works Department sent Request for Quotes to qualified companies for holiday decorations services at the following locations: Atlantic Avenue from Florence Avenue to Patata Street, Clara Park, and City Hall. Services include rental, installation, maintenance, and removal of holiday lights and decorations. We asked each to provide a breakdown of decorations and cost to allow flexibility in budgeting.

Per the city council meeting held on August 20, 2024, Public Works understands the focus is to enhance decorations and lighting along Atlantic Avenue. To align with the decorations of neighboring cities, Public Works have scheduled meetings with the City of Bell and SCE to explore additional decorative options.

1. On July 11, 2024, an informal Request for Quotes was sent to four vendors for the decorations of Atlantic Avenue, Clara Park, and City Hall. The vendors were SoCal Lighting Pros, Mobile Illumination, Bright Life Designs, and Dekra-Lite. All vendors, excluding DekraLite, were interested in providing a quote for rental and installation of Holiday Lights for the City of Cudahy.

2. On July 17, 2024, the Public Works Department held an in-person meeting to walk through all the locations with the interested vendors. They were informed that the City of Cudahy is most interested in the decorations of Atlantic Avenue but are still keen on a quote for their services at Clara Park and City Hall.

Item Number
14B

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 2 of 3

3. On July 31, 2024, all quotes have been received.

4. On August 20, 2024, the city council concluded to focus on lighting and decorations along Atlantic Avenue. The proposals are summarized in the table below:

Bright Life Designs Mobile Illumination
Atlantic Avenue $ 75,620.00 $ 62,904.00
Mobile Illumination provided an alternative option for the decoration of Atlantic Avenue only for the total amount of $49,988.

5. On September 12, 2024, a meeting was scheduled with the City of Bell Public Works to discuss their decoration practices for Atlantic Avenue. The City of Bell decorates all streetlights along the sidewalk and installs seasonal greetings skyline at each entrance of Atlantic Avenue.

Their center medians feature minimal to no decorations.

6. On September 30, 2024, a meeting was scheduled with SCE to discuss whether permission could be granted to the City of Cudahy to decorate SCE-owned streetlights along Atlantic Avenue. Permission to decorate their streetlights is pending.

ANALYSIS
Public Works scheduled a meeting with the City of Bell to gain insight into their Holiday decorations and setup. The City of Bell decoratestheir streetlights with garlands and bows, and they install seasonal greeting skylines at both entrances of Atlantic Avenue. To maintain the same decorative style, the City of Cudahy will require permission from SCE to decorate the streetlights along Atlantic Avenue. While a meeting was held with SCE to discuss granting this permission, written approval has not yet been received.

CONCLUSION
Public Works requests that the city council determine which service provider will be awarded the service agreement contract for the installation of Holiday decorations along Atlantic Avenue. All service providers have expressed willingness to collaborate with the City of Cudahy and accommodate any changes to the scope of work.

STRATEGIC PLAN CORRELATION
Goal A: Community Services, Program and Activities for All

3. Ensure parks are safe, clean, welcoming, and accessible to all.

Goal F: Communication and Outreach

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 3 of 3

3. Create a sense of place and pride and establish the community’s identity.

FINANCIAL IMPACT
Financial impact will be based on the City Council’s recommendation. If the Council directs that the budget be increased, staff will explore alternative funding sources. The current budgeted amount is $50,000.

ATTACHMENT
A. Brightlife Designs Quote
B. Mobile Illumination Quote

City of Cudahy
Holiday Decoration & Lighting Services
July 31st, 2024

BRIGHTLIFE DESIGNS LLC
Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected]
1 Attachment A

Cover Letter
Dear City of Palmdale,
BrightLife Designs is appreciative and eager for the opportunity to submit a proposal for the Holiday Décor Program For City of Cudahy. Our experience with large scale, time sensitive projects across Southern California has granted us with the knowledge and understanding of lighting/decor design and installation needed to accomplish this project successfully.

For years, clients such as City of Santa Ana, City of Huntington Park, City of Costa Mesa, City of Moreno Valley, Los Angeles Metro Station, City of Long Beach, Long Beach Airport, and San Diego International Airport have not only counted on BrightLife Designs’ technical abilities and focused attention to get the job done, but have stayed with us for our innovation, professionalism, and great customer service.

Our team looks forward to collaborating with all city team members involved with the Lighting and Decor Project to ensure our shared understanding of the enhancements throughout City of Cudahy is achieved with the proper overall concept, design, and installation.

Should we be awarded the contract, BrightLife Designs is grateful for the trust you will be placing in our firm to execute this project to the highest of standards. Because of the significant time and resources our firm has devoted to the planning of this project, we are confident the BrightLife Designs team will exceed your expectations in every way.

Sincerely,
Will Gugerty
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] July 29th, 2024
Matthew Harris
[email protected]
2

Firm Profile
Firm Information:

Joe Castro: Owner / Designer / Legal Compliance
Will Gugerty: Project Manager / New Business Development SeanOlson: Operations Manager/ Project Manager
Denise Balestier Office Manager
Kim Scott: Product Design / Creative Director
Cesar Torres: Senior Installer / Warehouse Manager
Brian Estes: Senior Installer
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] − BrightLife Designs LLC
− Tax ID 82-4564576
− 6 Full Time: 35-40 Seasonal Staff
− Business Address: 16351 Gothard St, STE C Huntington Beach CA 92647 − Telephone: (714) 326-8326
− Contact Name: Will Gugerty
− Web: www.Brightlifedesigns.com
About BrightLife Designs:

The BrightLife Designs Team has helped Cities, Shopping Center, Resorts, Country Clubs, Business Districts, and more across Southern California achieve their extravagant lighting/holiday program designs for years.

Our team cultivates close and collaborative relationships with each and every client, to ensure their holiday and lighting vision comes to life. Providing our clients with design consultation, installation, removal, and storage services for both Rented and Purchased décor, it is our goal to help spread cheer a little more each year.
3

Key Personnel
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected]
Joe Castro Designer & Project Manager
Joe is the founder and reason BrightLife Design thrives like a well-established business that has been functioning for many years. Joe brings 10+years of knowledge, experience and relationships to the BrightLife Design platform and foundation. His drive, determination and tenacity are invaluable to BrightLife’s high performance team. Over the past nine years he has challenged himself to learn all facets of business operations and has duplicated those skills within his team members to ensure that BrightLife Designs implements creative concepts with exemplary execution. After several years in the industry with another company, he was able to branch off and start his own company with more solid company values with the client always coming first.

Will Gugerty Project Management and New Business Development Will utilizes his strong creative and communicative abilities to generate and manage new business in BrightLife Designs’ ever-expanding portfolio. By working closely with the client, our design team, and our installers throughout every part of our process he tactfully ensures clients’ needs are continually met to the utmost degree. Will brings with him multiple years of customer service and management experience, as well as a B.S. in Business Management from San Francisco State University.

BrightLife Experts
BrightLife Designs has an efficient business model and our formulation for financial success depends on long term relationships with a vast array of expert business consultants and contractual staff who provide business guidance, legal compliance, management information systems, public relations, and creative talent such as designers, graphic artists, and sound technicians.We value our experts and nurture long-term relationships. As a result, we can deliver the types of expert services normally associated with larger companies within a cost efficient and stable business model.
4

Proposed Specialized Plan and Design of Decorations
BrightLife will ensure all decorations requiring electrical lighting are energy efficient and will use LED lights for all decorating purposes, if applicable. Whenever possible, we will use Lighted Décor Elements made with recycled material, and new or used decorative items that are refurbished and in good conditions upon testing and installation. We will provide specialized planning and designed elements adaptable to the surroundings of each location; planning will be considered for high volume foot traffic areas and for all external weather conditions.

Schedule of installation will be provided to the Client four (4) weeks prior the installation or removal dates. The installation services will be executed on or asclose as possible to desired schedule. Installation and de-installation services to be no longer than 15-17 business days. Service hours for installation and de-installation will take place between 7:00 a.m. and 6:00 p.m., during night hours when traffic is less is also an option, unless otherwise advised by the Client.

BrightLife will be responsible to provide special equipment needed to install and de-install large pieces and/or specialized designs.

Expenses for transporting, packing and for any necessary precautions will be at no cost to the Client. Details of required special equipment is indicated prior to installation.

Potential problems at the service workspace and/or other locations will immediately be communicated to the Client to inform and agree on a correction plan, should there be any.

Service staff will be dressed in BrightLife attire, as outlined by the company’s handbook. BrightLife staff will address all personnel professionally during all interactions.

BrightLife Designs has a 4-hour response time to all Emergency’s, a 24-hour response time to non-emergency when notified. All decorations will be inspected regularly within the time frame specified in this RFP.

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 5

Project Approach & Statement of Qualifications
Project Understanding:

It is BrightLife Designs goal and responsibility to enhance the visual appeal and attractiveness of Cudahy with lighting and décor. It is our approach to provide you with a turn-key program. We shall provide design, development, technical and artistic direction of the program,specifically Illuminated enhancements and other decorations. It is necessary for us to create, produce, and execute for you a comprehensive and professional Lighting program. Services provided by BrightLife will include procurement of decorations, materials, labor, supplies, equipment, tools, transportation, and other items necessary for the installation and execution of the project. All pricing includes labor for installation and removal of the décor for the clients.

BrightLife executes all projects in a timely manner while protecting and considering the environment. While it is our job to decorate and beautify, it is our responsibility to install the decorations with the utmost care and respect for the facilities, trees, and surrounding landscape. We take great precautionsto protect the streets, sidewalks, and parkways around the site in a proper manner. As well as pedestrian safety.

Approach & Methodology & Statement of Qualifications:

BrightLife Designs has a complete and thorough understanding of the scope of work required for Cudahy. We understand the staffing and equipment needed to execute the program as well as the time and approach to complete the work. BrightLife will ensure all decorations requiring electrical lighting are energy efficient and will use LED lights for all decorating purposes. BrightLife will use new Lighted Décor Elements made with recycled materials when applicable. Production of any design elements will take place at BrightLife Designs warehouse. We will be responsible for providing special equipment needed for installation and deinstallation of large pieces and specialized décor. We also have a full inventory of products on hand to use for replacement materials when needed and required.

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 6

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 2024 Holiday Décor Scope of Work
City of Cudahy
7

Item # Item Description Quantity Unti Cost Total
1 Median Tree Wrap Lighting
Installation of 5MM Warm White Lights on Median Trees through the Atlantic Ave. Lights to be wrapped 10-12 feet up the tree extending from the main trunk to the crotch of the tree. All Trees will be wrapped to the same level when possible to keep an consistant look.

Approximatley 5-7 strands to be used per tree.
58 $ 300.00 $ 17,400.00
2 Pole Décor Unlit - 24" x 54" Banner
*Purchase required for custom
banners
Installation and Removal of Holiday Themed Banners on Light Poles Down Atlanctic Avenue. Other Design Options Available. Banner size is 24" x 54". Price Includes purchase of Banners.
28 $ 165.00 $ 4,620.00
3 40' Lighted Skyline Option 1
Installation and Removal of Large Lighted Season Greetings Skylines on Eleven pre-exisiting cabling infurstrustures down Atlantic Avenue.

Skylines are 40' across. Availbity subject to change based on approval dates.
2 $ 5,200.00 $ 10,400.00
3A 40' Lighted Skyline Option 2
Installation and Removal of Large Lighted Snowflake Skylines on Eleven pre-exisiting cabling infurstrustures down Atlantic Avenue.

Skylines are 40' across. Availbity subject to change based on approval dates.
9 $ 4,800.00 $ 43,200.00
3B 40' Lighted Skyline Option 3
Installation and Removal of Large Lighted Snowflake Swirl Skylines on Eleven pre-exisiting cabling infurstrustures down Atlantic Avenue.

Skylines are 40' across. Availbity subject to change based on approval dates.
0 $ 4,700.00 -$
3C 40' Lighted Skyline Option 4
Installation and Removal of Large Lighted Wreaths and Garlands Skylines on Eleven pre-exisiting cabling infurstrustures down Atlantic Avenue. Skylines are 40' across. Availbity subject to change based on approval dates.
0 $ 3,800.00 -$
3D 40' Lighted Skyline Option 5
Installation and Removal of Large Lighted Snowflake Swirl Skylines on Eleven pre-exisiting cabling infurstrustures down Atlantic Avenue.

Skylines are 36' across. Availbity subject to change based on approval dates.
0 $ 4,700.00 -$
AREA TOTAL $ 75,620.00
Item # Item Description Quantity Unti Cost Total
4 5ft Bow Installation and Removal of a BrightLife Designs Lighted 5ft Bow installed over the main entrnace to City Hall
1 $ 2,800.00 $ 2,800.00
5 C9 Perimeter Lighting Installation and Removal of 450' C9 Perimeter Lighting on the front facing side of the roof of the City Hall Building and Bedwell Hall. 450 $ 7.00 $ 3,150.00
6 36" Wreaths, Pre-Lit, Pre-Decorated
Installation and Removal of 36" Wreaths on outer wall of City Hall.

Wreaths are adorned with Warm White LED Lights and Beautiful Ornamnetation. Anchor Necessary for this item.
8 $ 350.00 $ 2,800.00
City of Cudahy Cost Sheet
Atlantic Avenue
City Hall

7 Tree Wrap Lighting
Installation of 5MM Warm White Mini Lights on Trees infront of City Hall. Lights to be wrapped 10-12 feet up the tree extending from the main trunk to the crotch of the tree.

Approximatley 8-10 strands to be used per tree.
*Selection of Quantity subject to change.
2 $ 375.00 $ 750.00
8 Bush Wrap Lighting
Installation of 5MM Warm White Mini Lights on Bushes throughout the main front courtyard at City Hall. Lights draped over entire bushes.

Approximatley Forty (40) strands to be used. 300 Sq ft of Bushes.

Element only possible with power provided to multiple areas. 1 $ 1,120.00 $ 1,120.00
AREA TOTAL $ 10,620.00
Item # Item Description Quantity Unti Cost Total
9 Snowflake Arch Walk Through Photo
Opp
Installation and Removal of One (1) Snowflake Arch Walk Through Photo Opp. Arch is adorned with Cool White Lights. Installed on the main cement walkway leading up to the Community Center
welcoming guests to the event.
1 $ 4,200.00 $ 4,200.00
10 Tree Wrap Lighting
Installation of 5MM Warm White Trees through the Park. Lights to be wrapped 10-12 feet up the tree extending from the main trunk upt ot he crotch of the tree.

Approximatley 8-10 strands to be used per tree.
*Selection of Quantity subject to change.
7 $ 375.00 $ 2,625.00
11 C9 Perimeter Lighting Installation and Removal of 270' C9 Perimeter Lighting on the front facing side of the roof of the Community Center.
270 $ 7.00 $ 1,890.00
12 5ft Bow Installation and Removal of a BrightLife Designs Lighted 5ft Bow installed over the main entrnace to the Community Center 1 $ 2,800.00 $ 2,800.00
13 60" Wreaths, Pre-Lit, Pre-Decorated
Installation and Removal of 60" Wreaths on outer wall of The Community Center. Wreaths are adorned with Warm White LED Lights and Beautiful Ornamnetation. Anchor Necessary for this item. 1 $ 475.00 $ 475.00
AREA TOTAL $ 11,990.00
Annual Total $ 98,230.00
Please Note - the Annual Total provided includes all elements proposed at their current quantities. Items and their quantities are subject to change based on final walkthrough with City Staff.

Please Note - Custom Elements subject to change in availblity based on approval dates and while supplies last.

Clara Park

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 2024 Holiday Décor Concepts
City of Cudahy
10

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Description Location
-Installation of 5MM Warm White Lights on Median Trees through the Atlantic Ave. Lights to be wrapped 10-12 feet up the tree extending from the main trunk to the crotch of the tree. All Trees will be wrapped to the same level, when possible, to keep and consistent look.

Atlantic Ave
Concepts – Item 1
11

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Description Location
-Installation and Removal of Holiday Themed Banners on Light Poles Down Atlantic Avenue.

Other Design Options Available. Banner size is 24" x 54". Other Design Options Available.

Atlantic Ave
Concepts – Item 2
12 Single Double
Additional Designs Available

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Description Location
-Installation and Removal of Large Lighted Seasons Greetings Skylines on Eleven pre-existing cabling infrastructures down Atlantic Avenue. Skylines are 40' across.

Atlantic Ave
Concepts – Items 3
13 Description
-Custom Lettering ‘City of
Cudahy’ Available only while
supplies last.
-Item availability dependent
on approval date. Multiple
Designs may need to be used.
-Mix and Matching Between
Designs Available
Option 1 – Lighted Seasons Greetings

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Description Location
-Installation and Removal of Large Lighted Snowflake Skylines on Eleven pre-existing cabling infrastructures down Atlantic Avenue. Skylines are 40' across.

Atlantic Ave
Concepts – Items 3A
14 Description
-Custom Lettering ‘City of
Cudahy’ Available only while
supplies last.
-Item availability dependent
on approval date. Multiple
Designs may need to be used.
-Mix and Matching Between
Designs Available
Option 2 – Lighted Snowflakes

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Description Location
-Installation and Removal of Large Lighted Snowflake Swirl Skylines on Eleven pre-existing cabling infrastructures down Atlantic Avenue. Skylines are 40' across.

Atlantic Ave
Concepts – Items 3B
15 Description
-Custom Lettering ‘City of
Cudahy’ Available only while
supplies last.
-Item availability dependent
on approval date. Multiple
Designs may need to be used.
-Mix and Matching Between
Designs Available
Option 3 – Lighted Snowflake Swirl

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Description Location
-Installation and Removal of Large Lighted Skylines on Eleven pre-existing cabling infrastructures down Atlantic Avenue. Skylines are 40' across.

Atlantic Ave
Concepts – Items 3C
16 Description
-All Greenery is Pre-Lit with
Warm White Lights
- Item arability dependent on
approval date. Multiple Designs
may need to be used.

Option 4 – Lighted Wreaths and Garland

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Description Location
-Installation and Removal of Large Lighted Star Swirl 36’ Skylines on Eleven pre-existing cabling infrastructures down Atlantic Avenue.

Atlantic Ave
Concepts – Items 3D
17 Description
-Custom Lettering ‘City of
Cudahy’ Available only while
supplies last.
-Item availability dependent
on approval date. Multiple
Designs may need to be used.
-Mix and Matching Between
Designs Available
Option 5 – Lighted Star Swirl

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Concepts – Item 4, 5
Description Location
-Installation and Removal of a BrightLife Designs Lighted 5ft Bow installed over the main entrance to City Hall -Installation and Removal of 450' C9 Perimeter Lighting on the front facing side of the roof of the City Hall Building and Bedwell Hall
City Hall
18

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Concepts – Item 6
Description Location
-Installation and Removal of 36" Wreaths on outer wall of City Hall. Wreaths are adorned with Warm White LED Lights and Beautiful Ornamentation. Anchor Necessary for this item.

City Hall
19

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Concepts – Item 7
Description Location
-Installation of 5MM Warm White Mini Lights on Planter Trees Infront of City Hall. Lights to be wrapped 10-12 feet up the tree extending from the main trunk through some of the main large branches. --Per Tree Price is provided, please select amount of trees desired should it be more than reflected in cost sheet.

City Hall
20

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Concepts – Item 8
Description Location
-Installation of 5MM Warm White Mini Lights on Bushes throughout the main front courtyard at City Hall.

Lights draped over entire bushes.

Approximatley Forty (40) strands to be used. 300 Sq ft of Bushes City Hall
21

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Description Location
--Installation and Removal of One (1) Snowflake Arch Walk-Through Photo Opp. Arch is adorned with Cool White Lights. Installed on the main cement walkway leading up to the Community Center welcoming guests to the event.

Community Center
22 Concepts – Item 9
20ft x 14ft

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Concepts – Item 10
Description Location
--Installation of 5MM Warm White Trees through the Park. Lights to be wrapped 10-12 feet up the tree extending from the main trunk through some of the main large branches. -Per Tree Price is provided, please select amount of tree desired should it be more than reflected in cost sheet.

Community Center
23

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Concepts – Item 11, 12, 13
Description Location
--Installation and Removal of 270' C9 Perimeter Lighting on the front facing side of the roof of the Community Center. -Installation and Removal of a BrightLife Designs Lighted 5ft Bow installed over the main entrance to the Community Center] -Installation and Removal of 60" Wreaths on outer wall of The Community Center. Wreaths are adorned with Warm White LED Lights and Beautiful Ornamentation. Anchor Necessary for this item.

Community Center
24

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] References/Additional Projects
25

References
City of Santa Ana
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] City of Moreno Valley
City of Huntington Park
Below find Three (3) references and description of recent project performed by BrightLife and Team Members within the past five (5) years.

Business Contact Name and Title Description of Project
Name: City of Moreno Valley
Address: 14075 Fredrick Street Moreno
Valley, CA 92552
Email: [email protected]
Phone: 951.413.3289
Claudia Torres
Community Services Super
Intendent
Year 2021-Present - Decorated City Hall
Building, Large 30’ tree, Palm Tree Lighting,
RGB Up lighting, Building Perimeter Lighting.

Business Contact Name and Title Description of Project
Name: City of Santa Ana
Address: 20 Civic Center Plaza,
Sana Ana CA 92701
Email: JCastroCardenas@santaana.org
Phone:714-673-3619
Julie Castro-Cardenas
Economic Development
Specialist
Installation of Overstreet Lighting
across 5+ City blocks in the heart of
Downtown Santa Ana. Holiday
Décor is installed throughout 10 City
blocks of the downtown area,
including multiple large motifs
around the City Hall Plaza.

Business Contact Name and Title Description of Project
Name: City of Huntington Park
Address: 3401 E. Florence Ave,
HuntingtonPark CA
Email: [email protected]
Phone: 323-584-6218
Rene Rubalcava
ManagementAnalyst
The Decoration of Huntington Park’s City hall.

Decorations include 50’ Tree, Perimeter lighting,
Garland, Lighted Palm Trees.

Drive throughtoy drive experience, containing
Tree wraps and canopy decorations as well as
large lighted elements throughout.
26

Additional Projects
San Diego International Airport
The BrightLife Designs Team works in tandem with the San Diego International Airport Authority annually to provide a beautiful and expansive holiday décor program with encompasses all terminals, offices, and entrances. The Airport Authority reports extreme guest satisfaction with the unique and aesthetically pleasing greenery and lighted décor.

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 27

Additional Projects
City of Santa Ana - Downtown
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 28

Additional Projects
City of Santa Ana – Winter Village
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 29

Additional Projects
Los Angeles Metropolitan Transportation Authority
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 30

Additional Projects
Long Beach Airport
The BrightLife Designs Team has had the
pleasure of providing the guests of the Long
Beach Airport with a pleasant and visually
appealing Holiday Décor Program in the past.

Our team has the ability to provide large
unique décor items, such as large lighted
bows, that have become iconic for the Long
Beach Airport Holiday Program.

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 31

Additional Projects
Westwood Village
Westwood Village enjoys year-round tree
lighting on 100+ trees throughout every main
city street in their district with the help of
the BrightLife Designs Team. Trees of varying
sizes are wrapped with our commercial grade
Warm White mini lights in addition to RGB
Up-Lights on specific streets year-round.

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 32

Additional Projects
City of Huntington Beach
Downtown Huntington Beachcontinually trusts
BrightLife Designs to decorate their streets for
the holidays.

Decorations include a 24’ lit Christmas tree, as
well as many other lit elements down the roads.

Including multiple Overstreet Snowflake
Skylines. (Pictured here)
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 33

Additional Projects
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] City of Carson
As well as other lighted elements, The City of
Carson has trusted BrightLife Designs numerous
times to install andmaintain lighted pole mount
decorations all throughout their city streets.
(Pictured here)
34

Additional Projects
Douglass Emmitt
Douglass Emmitt’s property portfolio spans across all of Los Angeles (Santa Monica, Beverly Hills, Sherman Oaks, Woodland Hills, Brentwood). The BrightLife Designs team successfully decorates 85+ D.E. properties annually, bringing joy to guests, residents, and employees all the like.

BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] 35

Terms
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Product Purchase Terms (If applicable)
⁻ Please allow for 2-4 months lead time following receipt of PO for manufacturing and shipping. ⁻ Initial Estimate does not include shipping fees or taxes. Fees to be applied along with official Purchase Order - Any applied discounts are only valid for the stated quote term.

Warranty Information
⁻ We warranty to the original buyer that our displays are free from manufacturer defects. Under normal conditions of use and service, this protection is extended for six (6) seasons on all steel and aluminum frames, five (5) seasons on garland, three (3) seasons on electrical wiring, and one (1) season on all computerized lighting modules, power transformers, and ornamentation. This warranty does not apply to light bulbs or light strands installed on décor elements. Under this warranty, the company’s responsibility is to repair and replace defective products on a prorated basis. To extend this warranty, all products must be inspected at our facility for defects and/or proper care and handling prior to repair or replacement. Return shipping, labor, and/or equipment to install or remove the product are not included in this warranty. Bulb burn-outs and electrical or other damages that may be the cause of the buyer, their installers, weather elements, rough handling, or transit are not covered by this warranty. All merchandise is carefully inspected prior to packaging and shipping. Therefore, goods should be inspected and tested upon delivery and prior to installation. For the purposes of this warranty one (1) season is defined as one (1) installation and removal for a duration lasting no longer than 60 days.

Service Terms and Agreement Single Year
-One year agreement starting Nov 1 2024 through Oct 31, 2025, with two (2) one-year optional extensions at Client’s discretion and based on Bright Life's performance and mutual agreement. -Minimum Service Cost $15,000.00
Service Terms and Agreement Multi Year
-Multi-Year agreement starting Nov 1 2024 through Oct 31, 2027, with two (2) one-year optional extensions at Client’s discretion and based on Bright Life's performance and mutual agreement. Multi-Year pricing incentives offered. Program remains the same throughout the length of the agreement unless change order is requested. -Preference install and removal date selection for Multi-Year clients (if available). -Annual CPI Increase will be included year after year.
36

Thank You
BRIGHTLIFE DESIGNS LLC Will Gugerty, (562) 810-7363 16351 Gothard St, STE C Huntington Beach, CA 92647 [email protected] Rental: TBD
Purchase: TBD
Installation Date: Nov 1st- Nov 26th/Dec1st-10th, 2024 – Lighting installed in October if possible. Left off until advised by client.

Strike Date: N/A
Installation Address: City of Cudahy
Optional Insurance: Insurance Certificates, Fee of $200. Accepted Or Denied (please circle one) To execute this agreement, sign this proposal and the Terms and Conditions. Please note the payment schedule above, in addition any delinquent accounts with a past due balances are subject to a $90.00 late fee. Upon receipt of initial payment, the dates of installation & removal will be secured.

This quote is valid for 30 days. Thank you.

Sincerely,
Joe Castro Will Gugerty
Authorized Signer Printed Name Date
37

2024
City of Cudahy
Holiday Lighting
Attachment B

Six Flags Holiday in the Park LOGO OF CLIENT GOES HERE
Copyright ©2020 Mobile Illumination Inc. All Rights Reserved.

City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

INTRODUCTION TO MOBILE ILLUMINATION
Reliable. Experienced. Local.

We are determined to operate at the highest levels of service, reliability, professionalism, innovation, and transparency. We have developed cutting-edge technological systems and processes to support our purpose. That purpose is to provide the City of Cudahy with the most collaborative, reliable and all-encompassing services to facilitate a quality lighting installation.

Every project we take on starts with creating a custom design, managing the transition from design to installation, and following through with exceptional service. Our project designers and installation experts carefully craft each property’s Lightscaping design to optimize its value and aesthetic appeal.

We focus on being a turn-key solution for our clients in an effort to simplify their lives and offer our clients a tangible return on their investment in us. We deliver customized lighting for Landscapes, Christmas, Special Events, Year-Round, and Fiberoptic purposes in order to bring memorable moments and distinct enjoyment to everyone we can.

Mobile Illumination, Inc. was established in 2001 as a lighting and décor company specializing in servicing commercial and residential clients. As a family business, we started out only employing a handful of people. We have been blessed to have significant growth over the years and now employ over 70 hardworking, diligent people who we still consider to be family! Our corporate office and 23,000 square foot warehouse is conveniently located right here in Northridge, CA. We have an aggressive fleet of bucket trucks and service vehicles with excellent partners for expanding delivery vehicles and deliverable boom lifts as needed.

Six Flags Holiday in the Park LOGO OF CLIENT GOES HERE
Copyright ©2020 Mobile Illumination Inc. All Rights Reserved.

INTRODUCTION TO MOBILE ILLUMINATION
Reliable. Experienced. Local.

Jason Zdenek Nelson Rodriguez Lexi Yamron
President & Founder Director of Operations Sr. Project Manager Jason founded the company in 2001 while
finishing his mechanical engineering degree
at UCLA. Throughout the growth of Mobile
Illumination, Jason has worn just about every
hat in the company which has given him the
ability to relate and understand the
complexities and challenges that each sector
of the business can bring. Jason is heavily
involved in overseeing and managing most of
the higher profile projects. He coordinates on
a daily basis with all management and senior
level personnel to ensure that the quality and
integrity of our work is being adhered to by
everyone within the company. He is a
licensed electrician and licensed real estate
broker. He has been happily married for 18
years, has 3 young boys, and thoroughly
enjoys water sports, skiing, and hiking
outdoors.

Nelson joined Mobile Illumination in 2021.

He has over 15 years of experience in
designing outdoor spaces and managing
and creating efficiency in large scale
projects. In 2021 Nelson spent the majority
of his nights at the LA Zoo lights event
troubleshooting and making sure the event
was in tip top shape for guests to enjoy.

Nelson brings a level of expertise to the
table that guarantees a smooth installation
and run of event. Outside of work he
enjoys grilling, boating, and spending time
with his kids.

Lexi is our Project Manager. She joined the
Mobile Illumination family in 2015 as an
assistant in the office after finishing her
degree at the University of California San
Diego. She quickly proved to have
incredible talent in Project Design. As a
lead designer, she has invested herself
whole heartedly into bringing Mobile
Illumination’s projects to life. Lexi has a
natural knack for seeking out creativity
and cutting-edge designs no matter how
small or large the project. She really
captivates the best color schemes and
décor pallets for our clients. In her free
time she enjoys yoga, gardening, and
traveling the world.

Faith Kincaid
Sales Designer
Faith provides excellent customer service
and beautiful holiday and event lighting
designs. She has been with the company
since 2017 and has a passion for creating
lighting designs and working with
customers. Her past experiences taught her
appreciation for customer service and the
power of building long term relationships
with her clients. She believes in making
your day better, whether it is through her
smile, or helping you smile by providing a
cheerful lighting experience.

City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Six Flags Holiday in the Park LOGO OF CLIENT GOES HERE
Copyright ©2020 Mobile Illumination Inc. All Rights Reserved.

INTRODUCTION TO MOBILE ILLUMINATION
Reliable. Experienced. Local.

Mobile Illumination has been directly involved in the design, master planning, production, installation, strike, storage and inventory management of lighting and decor projects for thousands of properties and municipalities. All operations and warehousing are done through our Northridge location.

Partial List of Clients:

The Grove
Beverly Hills
Americana at Brand
City of Los Angeles
City of Inglewood
Oxnard
City of Santa Clarita
Pasadena
Burbank
City of Torrance
City of Glendale
City of Cypress
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Proposed Design – Option 1 - Roofline
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Roofline - Warm White C9 Bulbs
• Beautifully outline the roofline of the Leo P.

Turner Community Center facing the street
and the park
• Roofline of the City Hall Building facing the
street and the parking lot

Proposed Design – Option 1 - Trunk Wraps
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Trunk Wraps - Warm White Mini Lights
w/green wire
• Trunk wrap the 58 trees in the median.

Height - 10FT. Branches - 90%. Line
Spacing - 4“ (Pink lines are a rough
estimation of where design will go and only
some trees are shown as examples)

Proposed Design – Option 1 - Atlantic Ave
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Beautiful design over Atlantic Ave
between Cecelia and Florence Ave
• Mixed Pine Garland with Warm White Mini
Lights
• 4FT Mixed Pine Wreath with Warm White
Mini Lights
• 38" Red Bow with LED Lights installed to the
left and right of the wreath on each line of
garland

Proposed Design – Option 1 - Banners
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Customized Pole Banners
• “City of Cudahy Wishes You Season’s
Greetings”
• 14 poles in the median will be decorated
with 2 customized holiday pole banners
• One side will be in English and one side will
be in Spanish
• Customized Spanish side will say”Felices
Fiestas” **The city has an option for “Feliz
Navidad” if that is preferred instead

Proposed Design – Option 1 - Complimentary
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Flocked Tree and Garland
• 9FT Flocked Tree placed in the lobby
• Mixed pine garland with warm white mini
lights – installed over the Civic Center
monument
• Valued at $3,000, but will be installed free of
charge

Proposed Design – Option 1 - Total Cost
Cost: $64,542
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Mobile Illumination is thrilled to unveil a captivating Christmas lighting design for the City of Cudahy. With an unwavering commitment to artistry and innovation, we will transform Cudahy into a dazzling winter wonderland, creating an unforgettable holiday experience for residents and visitors alike.

Our design concept harmonizes timeless holiday charm, meticulously curated to highlight the city's unique character.

The luminous garlands and fairy lights infuse the streets with a festive glow, creating a grand, illuminated light display in the heart of the city, telling a whimsical holiday story that captivates audiences of all ages.

Mobile Illumination utilizes the latest in LED technology and sustainable lighting practices to ensure energy efficiency without compromising brilliance. Each installation is crafted with precision and attention to detail, reflecting our passion for creating enchanting, immersive environments. Our team of expert designers and technicians work closely with the city to seamlessly integrate the lighting design into Cudahy's landscape, enhancing its beauty and fostering a sense of community spirit.

Experience the magic of the season as Mobile Illumination illuminates the City of Cudahy, turning it into a beacon of holiday joy and wonder.

Alternate Design – Option 2
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Option 2 for the City of Cudahy
• No Roof Lines
• Trunk wrap every other tree in the median on Atlantic Ave. Total of 29 trees • Garland, Wreath and Bows over Atlantic Ave
• Pole Banners in median
• Complimentary Flocked Tree in the lobby
• Complimentary 2 Garland over the Civic Center Monument

Proposed Design – Option 2 - Trunk Wraps
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Trunk Wraps - Warm White Mini
Lights w/green wire
• Trunk wrap every other tree in the
median on Atlantic Ave.

Total of 29 trees.

Height - 10FT. Branches - 90%. Line
Spacing - 4“
(Pink lines are a rough estimation of
where design will go and only some
trees are shown as examples)

Proposed Design – Option 2 - Atlantic Ave
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Beautiful design over Atlantic Ave
between Cecelia and Florence Ave.

Facing one direction
• Mixed Pine Garland with Warm White Mini
Lights
• 4FT Mixed Pine Wreath with Warm White
Mini Lights
• 38" Red Bow with LED Lights installed to the
left and right of the wreath on each line of
garland

Proposed Design – Option 2 - Banners
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Customized Pole Banners
• “City of Cudahy Wishes You Season’s
Greetings”
• 14 poles in the median will be decorated
with 2 customized holiday pole banners
• One side will be in English and one side will
be in Spanish
• Customized Spanish side will say”Felices
Fiestas” **The city has an option for “Feliz
Navidad” if that is preferred instead

Proposed Design – Option 2 - Complimentary
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Flocked Tree and Garland
• 9FT Flocked Tree placed in the lobby
• Mixed pine garland with warm white mini
lights – installed over the Civic Center
monument
• Valued at $3,000, but will be installed free of
charge

Proposed Design – Option 2 - Total Cost
Cost: $49,998
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

Mobile Illumination is thrilled to unveil a captivating Christmas lighting design for the City of Cudahy. With an unwavering commitment to artistry and innovation, we will transform Cudahy into a dazzling winter wonderland, creating an unforgettable holiday experience for residents and visitors alike.

Our design concept harmonizes timeless holiday charm, meticulously curated to highlight the city's unique character.

The luminous garlands and fairy lights infuse the streets with a festive glow, creating a grand, illuminated light display in the heart of the city, telling a whimsical holiday story that captivates audiences of all ages.

Mobile Illumination utilizes the latest in LED technology and sustainable lighting practices to ensure energy efficiency without compromising brilliance. Each installation is crafted with precision and attention to detail, reflecting our passion for creating enchanting, immersive environments. Our team of expert designers and technicians work closely with the city to seamlessly integrate the lighting design into Cudahy's landscape, enhancing its beauty and fostering a sense of community spirit.

Experience the magic of the season as Mobile Illumination illuminates the City of Cudahy, turning it into a beacon of holiday joy and wonder.

Six Flags Holiday in the Park LOGO OF CLIENT GOES HERE
Copyright ©2020 Mobile Illumination Inc. All Rights Reserved.

THANK YOU
It is with great pleasure that we present to you our master plan, creative solutions, and vision for your event. Please let us know your thoughts and feedback. If needed, we are happy to continue ironing out options, themes, or budgets considerations prior to finalizing the scope of work. We understand that The City of Cudahy, like many others, has high standards to adhere to in the marketplace and we strive to exceed those standards with each project we produce. We look forward to working together to make this project a huge success for you and your team.

Thank You for the opportunity to partner with you
9255 Corbin Avenue
Northridge, CA 91324
Phone (562)235-3892
Email: [email protected]
www.MobileIllumination.com
Faith Kincaid
City of Cudahy
Copyright ©2024 Mobile Illumination Inc. All Rights Reserved.

`
E-Mail
[email protected]
Office:
800-840-1777
323.773.5143 ext. 259
90201
E-mail: [email protected]
Zip:

Phone: City of Cudahy Rev
c/o Ramirez, Luis
5220 Santa Ana Street
Cuduhy
Date:
7/29/2024 Faith Kincaid
Project Designer:
562-235-3892
Phone:

Proposal #:

City:

Address:

Name:

We propose to furnish labor, materials, equipment, tools, and supervision in accordance with the below specifications.

City of Cudahy
Rev C-273-
02012

Type
Lights
Qty.
1 Description
Warm White C9 Bulbs - Roofline of the
Leo P. Tuner Community Center facing
the street and the park
Item
Ea. $ 936.00
Sub-Total

`
`
Warm White C9 Bulbs - Roofline of the
City Hall Building facing the street and
the parking lot
Warm White Mini Lights - Trunk wrap
the 58 trees in the median. Height -
10FT. Branches - 90%. Line Spacing - 4"
Lights
Lights

$ 702.00
$ 20,184.00
1 Ea.
58 Ea.

Quote valid for 90 days.

If you have any questions, you may contact our office by phone at 800-840-1777 and/or by e-mail at [email protected] Https://mobileillumination.com/terms-and-conditions-for-goods-and-services-contracts/

`
`

Décor
Décor
Mixed Pine Garland with Warm White
Mini Lights - Install across Atlantic Ave
between Cecelia and Florence Ave
4FT Mixed Pine Wreath with Warm
White Mini Lights - Install at the center
of each line across Atlantic Ave. Facing
one direction (Away from the trees)

$ 22,594.00
Ea. $ 3,476.00
1 11
Ea.

Quote valid for 90 days.

If you have any questions, you may contact our office by phone at 800-840-1777 and/or by e-mail at [email protected] Https://mobileillumination.com/terms-and-conditions-for-goods-and-services-contracts/

`
`
Décor
Décor

38" Red Bow with LED Lights - Install to
the left and right of the wreaths on
each line of garland across Atlantic Ave.

Facing one direction.

Pole Banner - "Cudahy wishes you
Season's Greetings" on one side. The
other side of the pole to say "Felices
Fiestas". **Can say "Feliz Navidad" if
preferred instead (Using existing pole
mounts)
$ 3,872.00
$ 12,778.00
Ea.

Ea.

28 22
Quote valid for 90 days.

If you have any questions, you may contact our office by phone at 800-840-1777 and/or by e-mail at [email protected] Https://mobileillumination.com/terms-and-conditions-for-goods-and-services-contracts/

`
`

$ 64,542.00

Total:

$64,542.00
Décor
Décor

1 9FT Flocked Tree - (Included at no extra
cost) Install in the Lobby
Mixed Pine Garland with Warm White
Mini Lights - (Included at no extra cost)
Install over the monument sign at the
Civic Center
$ -
$ -
Ea.

Ea.

1 Quote valid for 90 days.

If you have any questions, you may contact our office by phone at 800-840-1777 and/or by e-mail at [email protected] Https://mobileillumination.com/terms-and-conditions-for-goods-and-services-contracts/

* Important: Tax will be calculated at invoicing for purchased items.

Approver Signature
Initials

All material is guaranteed to be as specified above. All work shall be completed in a workmanlike manner, in accordance with industry standard practices and manufactures' instructions. Any deviation or alteration from the above specifications that involves extra costs will be completed only upon executing a written change order or email approval, and will require extra charges and time to complete, above and beyond this estimate. Owner shall carry fire and other required insurances. Contractor shall carry General Liability Insurance and Workers Compensation Insurance for all employees. All labor is guaranteed against defects for a period of 90 days from the date of completion. Excludes natural acts of nature and/or vandalism.
* Please note: Photos with mark-ups or imagery are only visual guidelines. Actual installation will vary depending on access and safety protocols.
* Customer agrees to the itemized proposal above as well as the terms and conditions https://mobileillumination.com/terms-and-conditionsfor-goods-and-services-contracts * Customer acknowledges any service calls related to tripped GFI or GFCI outlet/s are not covered by Mobile Illumination and will be billed at an additional cost.

Luis Ramirez
Quote valid for 90 days.

If you have any questions, you may contact our office by phone at 800-840-1777 and/or by e-mail at [email protected] Https://mobileillumination.com/terms-and-conditions-for-goods-and-services-contracts/

Blank Page

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 1 of 4

STAFF REPORT
Date: October 15, 2024
To: Honorable Mayor/Chair and City Council/Agency Members From: Alfonso Noyola, City Manager/Executive Director
By: Juan Arauz, AICP, Assistant City Manager/Community Development Director Subject: Update on Discussions between the City of Cudahy and the Los Angeles County Department of Animal Care and Control regarding Municipal Services Agreement to Provide General Animal Care and Control Services

RECOMMENDATION
The City Council is requested to:

1. Hear staff presentation summarizing discussions and correspondences between the City of Cudahy (“City”) and Los Angeles County Department of Animal Care and Control (“County”).

2. Provide staff feedback and direction on whether to:
a. Execute the County Municipal Services Agreement (“Agreement”) (Attachment A), accepting all terms and conditions, to provide the City general animal care and control services, or;
b. Continue to negotiate and hold discussions with the County to address unresolved issues as summarized in this report.

BACKGROUND
Through contractual agreements, the County provides animal care and control services to various cities, including Cudahy. Specifically, the County collects stray and relinquished animals and transfer them to their care centers.

In 2019, the City executed a five-year contract with the County to provide general animal care and control services. Prior to the contract expiration date of June 30, 2024, City and County staff met to discuss proposed terms and conditions of a new contract. However, the County stated that the City would be obligated to accept a County template Agreement as-is and Item Number
14C

“Serving The People” "Sirviendo A La Comunidad"
Staff Report
10/15/2024 Page 2 of 4

without the ability to request or make modifications. The City raised concerns over the Agreement lacking language requiring the County to validate the services billed for and set a contractual limit (i.e. not-to-exceed budget).

Without any resolution to the City’s concerns, the 2019 contract expired without renewal.

Meanwhile, the County has continued to bill the City for services rendered and has informed that if the Agreement is not executed by December 2024, the County will discontinue servicing the City.

ANALYSIS
The proposed Agreement has an updated rate structure with hourly rates increasing from $151.71 per hour to $156.20 per hour for County calls to services. The animal impound rate has also increased from a daily rate of $515.34 per impound (and $73.62 per day for days over 7) to $697.36 per impound (an additional $87.17 per day for more than eight days). The table below highlights a few of the most common rates for service between the 2019-2024 and proposed 2024-2029 agreements.

County-City Agreement Cost Summary
2019-2024
Agreement
2024-2029
Proposed Agreement
Shelter Services - Dogs & Cats $515.34 per impound $697.36 per impound Animal License Field Enforcement $106.20 per hour $156.20 per hour Dog/Cat License Processing per License $5.37 per license $5.54 per license The County charges the City on a per-call/service rendered. This means the City’s monthly invoices will vary based on the number of calls or services rendered by the County for that particular month. This has lead to invoices fluctuating from $6,500 (May 2024 invoice, Attachment B) to $15,845 (April 2024 invoice, Attachment C).

When staff has disputed invoices, the County does not have a method to validate the calls or services rendered. Furthermore, under the proposed Agreement there is no requirement for the County to produce any validation. In addition, the proposed Agreement does not set a contractual limit, which is normal practice and is included with other contracts including the one for police services between the City and the Los Angeles County Sheriff’s Department.

Therefore, as proposed under the terms of proposed Agreement, the City would not be able to validate services rendered by the County and may have to adjust its budget allocation of $181,000 should the County bill more than projected.

Through discussions with neighboring cities, City staff learned that these concerns are shared among the cities of Maywood, Bell, and others. To better understand these cost-related