Cypress City Council
May 12, 2026

AGENDA

REGULAR MEETING

CYPRESS CITY COUNCIL
May 12, 2026
5:30 P.M. - Closed Session
6:00 P.M. - General Session
www.cypressca.org 5275 Orange Avenue
Cypress, California
Individuals interested in speaking at a City Council meeting may find participation instructions on the last page of the agenda.

CALL TO ORDER
5:30 P.M.

Executive Board Room

ROLL CALL
Cypress City Council, also acting as the Ex-Officio Governing Board of Directors of the Cypress Recreation and Park District
Mayor Leo Medrano
Mayor Pro Tem Kyle Chang
Council Member Bonnie Peat
Council Member David Burke
Council Member Rachel Strong Carnahan

ORAL COMMUNICATIONS ON CLOSED SESSION / WORKSHOP ITEMS
This portion of the meeting is set aside for public comments regarding matters listed under closed session. The City Council cannot discuss or take action on matters not on the agenda during this time however Council members may provide brief responses. Please complete a speaker’s card to address the City Council in-person. Please follow the instructions at the end of the agenda and wait for the Mayor or City Clerk to call on you to address the City Council virtually. Speakers providing in-person comments will be called first. Time allotted for public comment is three minutes.

CLOSED SESSION
CONFERENCE WITH LABOR NEGOTIATOR
Pursuant to Government Code § 54957.6
Agency Negotiators: Shannon DeLong, City Manager and Stephanie Sikkema, Director of Finance and Administrative Services
Employee Groups: Cypress Employees Association (CEA), Maintenance Employees Association, Police Officers Association, Police Management Association and unrepresented.

Association, Police Officers Association, Police Management Association and unrepresented.

RECONVENE
6:00 P.M.

Council Chambers

ROLL CALL
Cypress City Council, also acting as the Ex-Officio Governing Board of Directors of the Cypress Recreation and Park District
Mayor Leo Medrano
Mayor Pro Tem Kyle Chang
Council Member Bonnie Peat
Council Member David Burke
Council Member Rachel Strong Carnahan

INVOCATION
Chaplain Gerardo Arenado, Orange County Fire Authority, Battalion 8

PLEDGE OF ALLEGIANCE
The pledge of allegiance will be led by a member of the City Council.

REPORT OF CLOSED SESSION
The City Attorney will announce reportable actions(s).

PRESENTATIONS

1. Recognize the Graduates of the Cypress Citizens Academy

2. Recognize May 17-23, 2026 as National Public Works Week

ORAL COMMUNICATIONS
This portion of the meeting is set aside for public comments regarding any matter within the jurisdiction of the City Council. Comments on non-agenda items will be heard at this time.

Comments related to a specific agenda item will be heard following the staff report for that item and prior to the City Council action, unless the speaker prefers to make the comment during the general public comment period. The City Council cannot discuss or take action on matters not on the agenda for this meeting, but Council members may provide brief responses. Please complete a Speaker’s Card to address the City Council in-person. Please follow the instructions at the end of the agenda and wait for the Mayor or City Clerk to call on you to address the City Council virtually. Speakers providing in-person comments will be called first. Time allotted for public comment (subject to change by the presiding officer).

General Public Comment (not on agenda):    3 minutes
Consent Calendar (any or all items):              3 minutes May 12, 2026 | Page 2
Consent Calendar (any or all items):              3 minutes Agenda Items (not on consent calendar):       3 minutes per item

CONSENT CALENDAR
All matters listed on the Consent Calendar are to be approved with one motion unless a Council Member requests separate action on a specific item.  Council Members voting no or abstaining on a Consent Calendar item may do so without removing the item from the Consent Calendar.

1. Recognize May as Jewish American Heritage Month in the City of Cypress Prepared by: Lisa Berglund, City Clerk
Recommendation: Approve a proclamation recognizing May as Jewish American Heritage Month in the City of Cypress.

2. Approve a Contract Extension for Crossing Guard Services Prepared by: Jason Machado, Senior Management Analyst
Recommendation:

1. Approve a five-year contract extension with All City Management Services, Inc. for crossing guard services for an amount not to exceed $1,782,275; and

2. Authorize the City Manager to execute any related documents to the contract extension.

3. Receive and File the Fiscal Year 2025-26 Third Quarter Financial Report and Approve Budget Adjustments
Prepared by: Stephanie Sikkema, Director of Finance and Administrative Services Recommendation:

1. Receive and file the Third Quarter Financial Report for Fiscal Year 2025-26; and

2. Approve the following budget adjustments:

Increase General Fund (Fund 111) revenue by $30,000, for a positive net change of $30,000;
Increase Cypress Recreation and Park District General Fund (Fund 212) expenditures by $4,500; and
Increase Cypress Recreation and Park District Capital Replacement Fund (Fund 725) expenditures by $36,000.

May 12, 2026 | Page 3

4. Approve the City Engineer's Report and Adopt a Resolution Declaring the City Council's Intent to Renew Cypress Corporate Center Landscape Maintenance District No. 1 following a July 14, 2026 Public Hearing Prepared by: Nick Mangkalakiri, Director of Public Works Recommendation:

1. Approve the City Engineer's Report for the Cypress Corporate Center Landscape Maintenance District No. 1 for Fiscal Year 2026-27; and

2. Adopt the attached Resolution declaring the City Council's intention to order the renewal of Cypress Corporate Center Landscape Maintenance District No. 1 for maintenance of the landscape and irrigation system and setting the public hearing for July 14, 2026.

5. Approval of Amended and Restated NPDES Stormwater Permit Implementation Agreement
Prepared by: Nick Mangkalakiri, Director of Public Works Recommendation:

1. Approve the Amended and Restated National Pollutant Discharge Elimination System Stormwater Permit Implementation Agreement; and

2. Authorize the City Manager to execute the Agreement and any related documents necessary to implement the terms of the Agreement.

6. Approve an Agreement for On-Call Professional Plan Checking Services Prepared by: Nick Mangkalakiri, Director of Public Works Recommendation:

1. Approve an agreement with Charles Abbott Associates, Inc. for on-call Professional Plan Checking Services and authorize the City Manager to execute the contract agreement; and

2. Authorize the City Manager to approve annual task orders under this agreement, in an amount not to exceed the adopted annual budget for plan checking services.

7. Approve an Agreement for Youth Sports Officials
Prepared by: Jeff Draper, Director of Recreation and Community Services Recommendation:

Approve an agreement with Inland Roundball Officials for youth sports officiating, with an option for two one-year extensions, for a total amount not to exceed $52,290, and authorize the City Manager to execute the agreement and extensions.

May 12, 2026 | Page 4

NEW BUSINESS

8. Approve the Leasing and Upfitting of Five Replacement Vehicles Prepared by: Nick Mangkalakiri, Director of Public Works Recommendation:

1. Approve a Master Equity Lease Agreement and Addendum, Self-Insurance Addendum, and Government Credit Application with Enterprise Fleet Management, Inc.;

2. Authorize the City Manager to execute the Agreement, supporting documents, and future Amendments to the Agreement; and

3. Approve the leasing and upfitting of five replacement vehicles for an amount not to exceed $182,964, plus a 5% contingency from Enterprise Fleet Management, Inc. utilizing cooperative purchasing through Sourcewell contract 030122-EFM.

ITEMS REMOVED FROM CONSENT CALENDAR

COUNCIL MEMBER REPORTS FROM CITY-AFFILIATED BOARDS AND COMMITTEES

AND REMARKS

COUNCIL MEMBER ITEMS FOR FUTURE CONSIDERATION

CITY MANAGER REMARKS

ADJOURNMENT
The next meeting will be an adjourned Regular Meeting, to be held on Tuesday, May 26, 2026, beginning at 5:30 p.m. in the Executive Board Room.

Council Members and the public should promptly exit the meeting room following adjournment.

I, Lisa Berglund, City Clerk, certify under penalty of perjury under the laws of the State of California, that the foregoing Agenda was posted on the City Hall bulletin board and City website not less than 72 hours prior to the meeting. Dated May 6, 2026.

PUBLIC PARTICIPATION
May 12, 2026 | Page 5

PUBLIC PARTICIPATION
Members of the public can participate in the City Council meeting in the following ways:

1.   Attend In-Person.   First-come, first-served seating is available. All attendees must be free of any symptoms associated with contagious illnesses.

2.   Attend Virtually via Webinar.    Follow this link:
https://attendee.gotowebinar.com/register/7493283249163042398 . Advanced registration is recommended.  Kindly mute television or streaming devices you may have on in the background so you can hear when you are queued to speak in real time. This helps avoid delays caused by the meeting’s 10-second broadcast delay.

The public may address the City Council virtually during Oral Communications on Agenda Items and Public Hearings. Virtual participants must click the 'hand raise' button prior to the end of the first in-person speaker to indicate they wish to address the City Council. Upon clicking the 'hand raise' button, please unmute your microphone and wait for the Mayor/City Clerk to call on you.
= Hand Raise         = Unmute

3.   Submit Public Comments Prior to the Meeting.   The public may submit comments via email to [email protected]. Comments submitted by 3:00 p.m. on the day of the meeting will be added to the meeting record.

4.   Watch the Meeting.   The City Council meeting can be viewed on Spectrum Cable Channel 36 or on the City's website at  www.cypressca.org/watchlive .

5.   Listen to the Meeting.   Listen-only teleconferencing is available by calling (914) 614-3221 and entering  Access Code 409-206-189. No registration or audio pin is necessary.

INVOCATION POLICY
The City Council does not endorse the content of the invocation and does not endorse the invocational speaker’s particular faith, belief and/or religious denomination. The City Council has an established neutral policy for selecting and scheduling invocational speakers. The City Council’s policy on invocations is available from the City Clerk.

AMERICANS WITH DISABILITIES ACT
In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this meeting, you should contact the City Clerk at (714) 229-6685 at least 72 hours prior to the meeting to enable the City to make reasonable arrangements to assure accessibility to this meeting.

May 12, 2026 | Page 6
CITY OF CYPRESS
CITY COUNCIL REPORT
City Council Regular 1.

FROM: Lisa Berglund, City Clerk
DATE: 05/12/2026
SUBJECT: Recognize May as Jewish American Heritage Month in the City of Cypress

RECOMMENDATION
Approve a proclamation recognizing May as Jewish American Heritage Month in the City of Cypress.

SUMMARY
Jewish American Heritage Month is observed in May to recognize and celebrate the history, culture, and significant contributions of Jewish Americans to the United States.

Established in 2006, this annual observance highlights more than 350 years of Jewish American heritage and acknowledges contributions across government, science, arts, business, and civil rights. Recognition of this month provides an opportunity for the City to promote inclusivity, cultural awareness, and appreciation of the diverse communities that contribute to the nation’s history and identity.

DISCUSSION
In 2025, the Cypress City Council declared the month of May as Jewish American Heritage Month. A proclamation has been prepared and is attached for the City Council's consideration.

BUDGET IMPACT
None.

LEGAL REVIEW
The City Attorney has reviewed this staff report.

APPROVED BY: Shannon DeLong, City Manager

CITY OF CYPRESS
CITY COUNCIL REPORT
City Council Regular 2.

FROM: Mark Lauderback, Chief of Police
DATE: 05/12/2026
SUBJECT: Approve a Contract Extension for Crossing Guard Services

RECOMMENDATION

1. Approve a five-year contract extension with All City Management Services, Inc. for crossing guard services for an amount not to exceed $1,782,275; and

2. Authorize the City Manager to execute any related documents to the contract extension.

DISCUSSION
All City Management Services, Inc. (ACMS) has provided crossing guard services for the City of Cypress since 1996 and the first term of their current contract expires June 30, 2026. The contract does allow for a five-year extension to be approved administratively, however, given the cost of the services being provided, it is being presented to City Council for consideration.

In 2021, a Request for Proposal (RFP) was distributed to the two known providers of contractual crossing guard services in Orange County. ACMS was selected as the highest rated proposal. ACMS currently provides crossing guard services in thirteen other orange county cities including Garden Grove, Buena Park, Huntington Beach, Costa Mesa and Anaheim. Some cities in Orange County provide crossing guard services in house but it has become increasingly difficult to administer such programs given the nature of the amount of part-time positions needed to staff all of the crossing guard locations. ACMS has provided excellent service and enjoyed an outstanding working relationship with local schools and the Cypress Police Department for the past 30 years.

Per the contract terms, ACMS will continue to provide crossing guard services throughout the city and is responsible for the personnel, training, timekeeping, payroll, workers' compensation insurance, handling of complaints and day-to-day supervision of crossing guards. The company provides equipment and jackets for the crossing guards and is also responsible for filling vacancies at locations when a crossing guard is ill or has taken time off.

The cost for crossing guard services has increased steadily over the past several years due primarily to changes in the California minimum wage. The contract extension includes annual increases that range from 3% - 5%, with a total not to exceed contract amount for the five-year term of just under $1.8 million. Over the past four fiscal years the total cost for these services has come in 6% to 12% under budget, primarily due to the difficulty in staffing locations as previously mentioned. There are no further contract extensions available under the current contract.

BUDGET IMPACT
The not to exceed amount for year one of the contract is $329,875.00. Sufficient appropriations will be included in the proposed FY 2026-27 General Fund budget for these services.

LEGAL REVIEW
The City Attorney has approved the agreement as to form.

APPROVED BY: Shannon DeLong, City Manager
Attachments
Contract Extension Letter
Contract
May 12, 2026
SENT VIA E-MAIL [email protected] ONLY
Mr. David Mecusker,
Marketing & Contracts Manager
All City Management Services
10440 Pioneer Blvd., Suite 5,
Santa Fe Springs, CA 90670
Subject: Agreement for Contract Services For Crossing Guard Services Mr. Mecusker:

This will acknowledge receipt of your January 20, 2026 request for an increase in your hourly rate and pricing structure. City staff have carefully reviewed the same and advise you of the following actions in relation to the same.

First, the City and All City Management Services hereby mutually agree to extend the term of the abovereference contract services for an additional five (5) year term effective July 1, 2026 as authorized by Section 3.5 of this contract services agreement which provides: “Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until June 30, 2026. If the City and Contractor mutually agree on pricing and terms, the parties may extend the contract for one additional five-year term.”
Second, City staff have also carefully reviewed your requested rate increase and find the same is warranted under the terms of the contract services agreement. Accordingly, City and All City Management Services hereby mutually agree that Scheduled “C” of the contract services agreement is amended, in its entirety, as attached hereto and as titled “Amended Schedule of Compensation.” It is further mutually agreed that Schedules “A,” “B,” and “D,” of the contract services agreement shall remain in full force and effect as well as all other provisions of the contract services agreement not otherwise mentioned herein.

Please confirm you mutual agreement to the foregoing by executing the attached copy of this authorization and returning the same to the undersigned. The City appreciates your prior performance under the contract services agreement and looks forward to your continued performance of the same.

Regards,
Shannon DeLong
City Manager
APPROVED & AGREED TO:

All City Management Services, Inc.
a California corporation
By: ______________
Title: _____________

THE PARTY EXECUTING THIS SIGNATURE WARRANTS AND REPRESENTS AUTHORITY TO DO SO

ON BEHALF OF ALL CITY MANAGEMENT SERVICES
EXHIBIT “C”

SCHEDULE OF COMPENSATION
Fiscal Year Per Hour Guard Hourly Rate
2026-2027 $27.03
2027-2028 $28.38
2028-2029 $29.32
2029-2030 $30.20
2030-2031 $31.11
Not to exceed amount per contract year is as follows:

Year 1: $329,875
Year 2, $346,350
Year 3, $357,822
Year 4: $368,561
Year 5: $379,667
Five Year total: $1,782,275

CITY OF CYPRESS
CITY COUNCIL REPORT
City Council Regular 3.

FROM: Stephanie Sikkema, Director of Finance and Administrative Services DATE: 05/12/2026
SUBJECT: Receive and File the Fiscal Year 2025-26 Third Quarter Financial Report and Approve Budget Adjustments

RECOMMENDATION
It is recommended that the City Council take the following actions:

1. Receive and file the Third Quarter Financial Report for Fiscal Year 2025-26; and

2. Approve the following budget adjustments:

Increase General Fund (Fund 111) revenue by $30,000, for a positive net change of $30,000;
Increase Cypress Recreation and Park District General Fund (Fund 212) expenditures by $4,500; and
Increase Cypress Recreation and Park District Capital Replacement Fund (Fund 725) expenditures by $36,000.

SUMMARY
This report is intended only to provide the City Council and the public with an overview of the City’s general fiscal condition. The financial information included in this report is preliminary, unaudited and subject to revision upon completion of the City's closing and audit.

DISCUSSION
The Quarterly Report attached summarizes the overall financial performance of the City for the period of July 1, 2025 through March 31, 2026, but it is not meant to be inclusive of all finance and accounting transactions. While the focus of the report is the General Fund, summary financial information is also provided for the Cypress Recreation and Park District General Fund and Capital Project Funds.

BUDGET IMPACT
The proposed budget amendment has a positive impact on the General Fund of $30,000.

Proposed changes to the General Fund are summarized in Table 1 and changes to other funds are summarized in Table 2.

Table 1. Proposed Changes to General Fund
General Fund Current
Budget ($)
Proposed
Amendment
($)
Amended
Budget

REVENUE
Property Taxes 14,794,000 14,794,000
Sales Taxes 13,080,000 13,080,000
Other Taxes 5,395,000 5,395,000
Interfund Charges 2,948,489 2,948,489
Use of Money and
Property 2,225,739 2,225,739
Franchise Taxes 2,080,000 2,080,000
Charges for Services 1,396,043 1,396,043
Licenses and Permits 968,185 30,000 998,185
From Other Agencies 634,107 634,107
Fines and Forfeitures 253,000 253,000
Other Revenue 182,195 182,195
Total Revenue $43,956,758 $30,000 $43,986,758

EXPENDITURES
Police 24,145,975 24,145,975
Public Works 9,102,767 9,102,767
City Council & Mgmt 4,515,984 4,515,984
Finance/ Admin Svcs 2,924,082 2,924,082
Community Development 1,819,687 1,819,687
Total Expenditures $42,508,495 $42,508,495
Revenue Less Expenditures 1,448,263 30,000 1,478,263
Net Transfers (3,076,759) 0 (3,076,759)
Net Change in Fund
Balance ($1,628,496) $30,000 ($1,598,496)
Beginning Fund Balance 37,436,094 37,436,094
Est. Ending Fund
Balance $35,807,598 $35,837,598
Table 2. Proposed Changes to Other Funds
Fund Current
Budget ($)
Proposed
Amendment ($)
Amended
Budget ($)
Fund 212 - CRPD - General Fund
Revenue 10,042,235 10,042,235
Expenditures 14,189,187 4,500 14,193,687
Fund 725 - CRPD Capital Replacement Fund
Revenue 211,176 211,176
Expenditures 288,903 36,000 324,903
LEGAL REVIEW
None required.

APPROVED BY: Shannon DeLong, City Manager
Attachments
Quarterly Financial Report
Quarterly Financial Report
FY 2025-26 Third Quarter

This report summarizes the overall financial
performance of the City for the period of July 1,
2025, through March 31, 2026, but it is not meant
to be inclusive of all finance and accounting
transactions. While the focus of the report is the
General Fund, summary financial information is
also provided for the Cypress Recreation and
Park District General Fund and Capital Project
funds. The information presented is unaudited.

This report is intended to provide City Council
and the public with an overview of the City’s
general fiscal condition.

The revenue and expenditures per the Budget to
Year-To-Date (YTD) Actual comparisons include
adjustments for carryovers and any
appropriations made as of March 31, 2026. The
information presented reports revenues as they
are received and expenses when paid. Revenues
and expenses are only accrued at year end to
account for such activity in the correct fiscal year.

City General Fund Overview
Based on the nine months of the fiscal year, the
city has received 62% of its budgeted revenue
and spent 59% of its budgeted expenses. As of
March 31, 2026, expenses exceeded revenue
which is typical for this time of year.

Chart 1. General Fund Revenue & Expenses
General Fund Revenue
Many revenue payments (including sales taxes,
franchise taxes, transient occupancy taxes, and
interest earnings) lag on to two months. Thus,
58% to 67% of revenues are typically received by
this time of year. Revenue (as a percentage of
budget) is 64%, which is about the same as last
fiscal year to-date.

Table 1. Summary of General Fund Revenue
General Fund
Revenue
(In $ Millions)
Amended
Budget
Actual
YTD
% of
Budget
Property Taxes 14.79 8.73 59%
Sales Taxes 13.08 8.75 67%
Other Taxes 5.40 3.76 70%
Interfund Charges 2.95 1.73 59%
Use of Money and Property 2.23 1.68 75%
Franchise Taxes 2.08 0.89 43%
Charges for Services 1.40 1.06 76%
Licenses and Permits 0.97 1.00 103%
From Other Agencies 0.63 0.14 22%
Fines and Forfeitures 0.25 0.15 60%
Other Revenue 0.18 0.15 82%
Total Revenue $43.96 $28.04 64%
Sales taxes and property taxes combined make
up over 63% of General Fund revenue. While
property tax tends to be stable and grow at
generally predictable rates, sales tax receipts are
more volatile and fluctuate with the economy.

Most other revenue sources are in line with
budget. However, Licenses and Permits are
trending over budget and proposed to be
increased by $30,000.

Overall, General Fund revenues for FY 2025-26
are projected to exceed expectations by $30k.

The proposed increases in revenue are included
in the proposed amendment.

$43.96 $42.51
$28.04 $27.73
0 5
10 15
20 25
30 35
40 45
50 REVENUE EXPENSE
Millions
Amended Budget YTD Actual
City of Cypress Quarterly Report – Third Quarter FY2025-26

General Fund Expenditures
As of the third quarter, all departments are
trending under budget (less than 75%).

Table 2. Summary of General Fund Expenditures
General Fund
Expenditures
($ Millions)
Amended
Budget
Actual
YTD
% of
Budget
City Council & Mgmt. 4.52 2.60 58%
Community Development 1.82 1.02 56%
Finance/ Admin Svcs 2.92 1.83 63%
Police 24.15 16.53 68%
Public Works 9.10 5.75 63%
Total Expenditures $42.51 $27.73 65%
Proposed adjustments to the General Fund:

There are not any proposed changes to General
Fund expenditures at this time.

Fund Balance Overview for City General Fund
As of July 1, 2025, the General Fund had a
beginning fund balance of $37.44 million – $6
million over the adopted budget. Based on the
current projection, the General Fund will have an
ending fund balance of $35.84 million.

Table 3. General Fund, Fund Balance
General Fund
Fund Balance (FB)
(In $ Millions)
Adopted
Budget
Current
Projection
Inc./
(Dec.)
Beginning FB 31.40 37.44 6.04
Rev. Less Exp. 1.68 1.48 (0.20)
Net Transfers (2.02) (3.08) (1.06)
Estimated Ending FB $31.06 $35.84 $4.78
Cypress Recreation and Park District (CRPD)
General Fund (GF) Overview
Revenues and expenditures for the District are
summarized in Table 4. As of March 31, 2026,
revenues are at 65% and expenditures are at 38%
of the Amended Budget.

Table 4. Recreation & Park District General Fund
CRPD
General Fund
($ Millions)
Amended
Budget
Actual
YTD
% of
Budget

REVENUE
Property Taxes 7.62 5.15 68%
Use of Money and Property 1.06 0.69 65%
Charges for Services 0.79 0.60 76%
From Other Agencies 0.58 0.07 11%
Other Revenue 0.00 0.02 0%
Total Revenue $10.04 $6.53 65%

EXPENDITURES
Personnel Costs 2.94 1.86 63%
Supplies and Services 3.99 2.21 55%
Interfund Charges 0.35 0.26 75%
Debt Service 2.00 0.00 0%
Capital Project Costs 4.62 0.88 19%
Total Expenditures $13.90 $5.21 38%
Typically, operating expenditures are less than
75% at this time of year due to a lag in nonpersonnel expenditures (which includes contract costs for landscaping and custodial services).

Proposed adjustments to the District:

District General Fund
The new EV Charging stations at Arnold Cypress
Park require an annual subscription to remain
operational. An Additional $4,500 is requested to
extend the subscription through the end of the
fiscal year.

District Capital Replacement Fund
Fencing for Community events was planned to
be purchased in FY2026-27, however; it is
needed ahead of the upcoming Salute to
America celebration so $36,000 is proposed to
be added to the current year’s budget.

City of Cypress Quarterly Report – Third Quarter FY2025-26

District General Fund, Fund Balance
The District's fund balance is projected to
decrease by $4.15 million due to capital
expenses and outstanding loans due to the City.

However, excluding capital and loan repayments
($6.62 million), the District has positive revenue
less expenditures of $2.47 million.

Table 5. Recreation & Park District Fund Balance
District General Fund
Fund Balance (FB)
($ Millions)
Actual
6/30/2025
Projection
6/30/2026
Inc./
(Dec.)
Revenue $10.51 $10.04 ($0.47)

EXPENDITURES
Operating Budget 6.00 7.28 1.28
Transfers Out 0.17 0.29 0.12
Subtotal Operating
Expenditures $6.17 $7.57 $1.39
Capital Expenses 22.16 4.62 (17.54)
Debt Service 0.69 2.00 1.31
Subtotal Capital &
Debt $22.85 $6.62 ($16.23)
Total Expenditures $29.03 $14.19 ($14.84)
Revenue Less
Expenditures (18.52) (4.15) 14.37
Beginning FB (2.91) (21.43) (18.52)
Estimated Ending FB ($21.43) ($25.57) ($4.15)
As of June 30, 2025, the principal balance was
$3.2 million for Lexington Park and $30.5 million
for Arnold Cypress Park. Future repayments for
Lexington Park are determined by the availability
of park development revenues. Repayments for
Arnold Cypress Park are $2 million per year,
inclusive of interest (2.0% per annum).

Capital Projects Overview
The table below provides a status of the City's
capital improvement projects.

Table 6. Summary of Capital Projects
Capital Projects
($ Millions)
Amended
Budget
Actual
YTD
% of
Budget
Street Projects 1.96 0.07 3.7%
Storm Drainage Projects 28.99 0.75 1.5%
Parkway Projects 1.11 0.54 10.9%
Public Facility Projects 3.36 1.39 6.0%
Grand Total $35.42 $2.75 7.8%
Capital project expenditures vary based on
project timelines and construction schedules. No
adjustments are currently recommended.

Other Recommended Budget Amendments
There are not any other proposed changes to
other funds.

Conclusion
This summary report is derived from detailed
financial information generated by the City’s
Finance & Administrative Services Department.

For more information regarding the City’s
finances, please visit www.cypressca.org.

CITY OF CYPRESS
CITY COUNCIL REPORT
City Council Regular 4.

FROM: Nick Mangkalakiri, Director of Public Works
DATE: 05/12/2026
SUBJECT: Approve the City Engineer's Report and Adopt a Resolution Declaring the City Council's Intent to Renew Cypress Corporate Center Landscape Maintenance District No. 1 following a July 14, 2026 Public Hearing

RECOMMENDATION

1. Approve the City Engineer's Report for the Cypress Corporate Center Landscape Maintenance District No. 1 for Fiscal Year 2026-27; and

2. Adopt the attached Resolution declaring the City Council's intention to order the renewal of Cypress Corporate Center Landscape Maintenance District No. 1 for maintenance of the landscape and irrigation system and setting the public hearing for July 14, 2026.

DISCUSSION
The City formed a Maintenance District in 1985 covering all properties bounded by Katella Avenue, Knott Street, Valley View Street, and the Stanton Storm Channel. The Maintenance District provides for maintenance of the landscape berm adjacent to the Channel. The City maintains the berm primarily through a contract, which includes trimming plants four times a year and irrigation repairs.

Nineteen parcels owned by four property owners are assessed annually on a per-acre basis (Attachment E and F of the City Engineer's Report). The assessment funds the maintenance and irrigation of the landscape berm. The annual assessment is a routine process established 40 years ago.

Pursuant to the Landscaping and Lighting Act, the City Engineer prepares an annual report to file with the City Clerk outlining the Maintenance District renewal. The recommended Resolution approves the City Engineer's Report and declares the City Council's intention to renew Cypress Corporate Center Landscape Maintenance District No. 1 for FY 2026-27 and sets the public hearing for July 14, 2026.

BUDGET IMPACT
Renewal includes a maximum assessment of $109,463 for the parcels adjacent to the berm. The assessment is distributed based on each parcel's square footage. The assessment reflects a 3.4% CPI increase from FY 2025-26. Estimated FY 2026-27 maintenance costs and indirect support from the City are $143,068, which exceeds the assessment by $33,605. The Maintenance District No. 1 Fund has sufficient accumulated balances available from prior year assessments to pay for costs above the recommended FY 2026-27 assessment.

LEGAL REVIEW
The City Attorney has reviewed this staff report.

APPROVED BY: Shannon DeLong, City Manager
Attachments
City Engineer's Report
Resolution

CITY ENGINEER'S REPORT
for

CYPRESS CORPORATE CENTER LANDSCAPE MAINTENANCE
DISTRICT NO. 1
FISCAL YEAR 2026-27
_____________________________________
Daniel Co, P.E.

City Engineer
City of Cypress
May 2026

CITY ENGINEER'S REPORT

MAINTENANCE ASSESSMENT DISTRICT FOR BERM
This document consists of the following documents:

Attachment A............................................................Landscape Maintenance Specifications Specifications for the improvements are filed with the City Engineer and are available for review at the Public Works counter. Although separately bound, the specifications are a part of this report and are included in it by reference.

Attachment B............................................................................ Landscape Plan and Section Plans showing existing and proposed landscape maintenance improvements.

Attachment C .......................................................................................Master Irrigation Plan Plans showing existing and proposed irrigation improvements Attachment D ............................................................................. Maintenance Cost Estimate An estimate of the cost of improvements, including direct and indirect costs.

Attachment E....................................................... Diagram of Proposed Assessment District A diagram showing all the parcels of real property within this assessment district.

Attachment F............................................................Assessment Distribution Cost Estimate An assessment of the estimated cost of the improvements on each benefited parcel of land within the assessment district as shown in Attachment E.

CITY ENGINEER'S REPORT
for

CYPRESS CORPORATE CENTER LANDSCAPE MAINTENANCE
DISTRICT NO. 1
FISCAL YEAR 2026-27

ATTACHMENT A

LANDSCAPE MAINTENANCE SPECIFICATIONS
_____________________________________
Daniel Co, P.E.

City Engineer
City of Cypress
May 2026
A-1
Attachment A

LANDSCAPE MAINTENANCE SPECIFICATIONS
A. SPECIAL PROVISIONS

1. Scope of Work
Contractor shall furnish all labor, equipment, materials and supervision to perform landscape maintenance as described herein including, but not limited to, the following:
a. Weeding and cultivating
b. Fertilizing
c. Trimming, pruning, training
d. Watering
e. Insect, varmint and pest control
f. Plant replacement
g. Clean-up
h. Tree tying and restaking
i. Reports
j. Irrigation repair
k. Other duties related to maintenance of landscape and irrigation system

2. Working Hours
a. Maintenance work shall occur between the hours of 8:00 a.m. to 4:00 p.m., Monday through Friday.
b. Special maintenance, if required, shall be by written authorization from the Director of Public Works or his designated representative.

3. Workmanship
The Contractor shall ensure that:
a. Work shall be performed by competent persons, supervised by a competent supervisor, with experience and technical training in landscape maintenance work.
b. Pesticide operations, where required, shall be by a state licensed pest control operator.

4. Quality of Work and Material
A-2
All material and equipment furnished by the Contractor shall be new, high grade, and free from defects and imperfections, unless otherwise hereinafter specified. Workmanship shall be in accordance with the best standard practices. Both materials and workmanship shall be subject to inspection by the City. All materials used shall be approved in advance by the Director of Public Works or his designated representative.

5. Damages
The Contractor will report, without delay, any damage to equipment or property and shall be held responsible for the replacement of any such damage caused by his act hereunder. Repairs to the landscape and irrigation system resulting from damage by other than the Contractor's operations shall be reported promptly to the City. The Contractor shall make repairs immediately and shall be liable for secondary damage caused to landscaped areas. This includes dead plant material caused by lack of water.

Replacement of all plant materials, shrubs, ground cover, mulch and/or other plants, shall be the responsibility of the Contractor. The Contractor shall not be liable for damages caused by vandalism. Any repair for vandalism will be included in the section under Extra Work, except as follows: It is estimated that seventy five (75) sprinkler heads per year will have to be repaired or replaced due to vandalism. The cost of repairing or replacing of up to 75 heads, including comparable parts, labor and equipment, will be included in the normal scope of the work. Damaged sprinkler heads, in part or whole, shall be returned to the City representative.

6. Cleaning
The Contractor shall maintain the premises clean of debris and litter at all times. Upon completion of any work project, the Contractor shall remove remaining excess materials, waste, rubbish, debris and his construction and installation equipment from the premises.

7. Statement of Contractor's Work Responsibilities
a. Ground Cover Areas

1. All weeds shall be removed as they appear. A broad spectrum pre-emergent weed control shall be applied per manufacturer's specifications to shrub beds and ground cover beds in the spring and fall, and additional weed control shall be initiated as necessary to maintain a weed-free condition.

2. Morning Glory and grass infestations shall be treated immediately when observed by spot treating. Product shall be reviewed and approved by the Director of Public Works or his A-3
designated representative prior to application.

3. Herbicides: Use of Roundup, Kleenup, Accord, Imitator, Eraser, Pronto, Rodeo, or other herbicides containing
Glyphosate is not permitted.

4. Fertilize twice yearly with a rate of application of 2.5 pounds actual Nitrogen per 1,000 square feet with an appropriate fertilizer 5-10-5, or an approved equal, in March and
September.

5. Trim and edge as necessary to restrict growth from encroaching into adjacent areas. Trim around sprinkler heads to maintain an unobstructed and uniform application of water. Growth retardants, if properly applied, may be used. Permission to be obtained from Director of Public Works or his designated representative before applying.

6. Irrigate as required to maintain vigorous growth and healthy appearance.

7. Control pests, including rodents, snails and diseases continuously, to provide a healthy environment for plants. b. Shrubs and Trees

1. Trim, shape and prune to maintain a neat and healthy appearance. Prior to trimming, shaping or pruning, contact the City's representative for the proper shaping of specific varieties.

2. Annually, thin out, shape and head back all trees and shrubs as needed. Contact City's representative before commencing work.

3. Control pests and diseases as needed to provide healthy environment for trees and shrubs.

4. Remove all dead, diseased or damaged branches back to a side branch.

5. Stake, retie and support trees when necessary.

6. All ties shall be checked frequently to avoid girdling.

7. Ground cover shall be cut back from trees and shrubs a minimum of six (6) inches.

A-4

8. Application of an iron chelate fertilizer shall be used as needed throughout the year, to maintain healthy, vigorous growth and foliage.
c. General Landscape Conditions

1. All operations conducted by the Contractor shall be done with concern for maximum safety to the public.

2. Leaves, paper, weeds and other debris shall be removed weekly from landscaped areas and disposed off-site.

3. Contractor shall clean any areas littered or soiled by his maintenance operations to a standard acceptable to the
Director of Public Works or his representative.

4. Notification of all "specialty types" maintenance operations shall be given to the City 48-hours prior to each of these operations by the Contractor. "Specialty Type" maintenance operations are defined as: fertilization, pre-emergence weed control, all pesticide applications except spot treatment, and other types of plant replacements.

5. Contractor is required, as part of this agreement, to furnish all materials to accomplish maintenance in accordance with these specifications. Contractor is further required to adequately stock items that are frequently used.

6. Contractor shall maintain an office with phone service during normal hours. If a telephone answering service is utilized, the answering service shall be capable of contacting Contractor by radio or pager. Contractor is further required to provide City with a 24-hour emergency number for contact outside normal
working hours. The response time to an emergency call-out by the Contractor shall not be more than one (1) hour and shall be considered part of the normal contract work.

7. Contractor shall apply herbicides per State and County Codes and only when approved by the Director of Public Works or his designated representative.

8. Contractor shall replace or replant any ground cover shrubs or trees damaged by any pesticide used in the course of the job.

This shall be at no extra charge to the City.

A-5
d. Reports

1. Sprinkler Irrigation Reports
The Contractor shall furnish monthly sprinkler irrigation reports.

Controllers shall be checked weekly to insure their proper operation and any malfunctions reported to the City's
representative. Non-working heads, broken risers, stations failing to turn on or off as dictated, leaking valves, main line leaks, controllers failing to keep time are all examples of irrigation failures. These failures shall be included in the above reports.

2. Periodic Maintenance Schedules
The Contractor shall furnish monthly maintenance schedules that include planned activities for all persons performing any function of the contract.
e. Maintenance of Fence and Orange County Flood Control District Maintenance Road

1. If it is found that the Orange County Flood Control District (OCFCD) fence south of the berm is damaged or vandalized to permit trespass, or if weed abatement is needed on the OCFCD Maintenance Road, the Contractor shall notify the City
representative promptly and the City will notify the appropriate OCFCD Authorities to correct the deficiency.

B. SPECIFIC METHODS OF PERFORMING IRRIGATION WORK

1. Irrigation shall be done by the use of automatic or manual sprinkler systems where available and operable; however, failure of the existing irrigation system to provide full and proper coverage shall not relieve the Contractor of the responsibility to provide adequate irrigation with full and proper coverage to all areas in the work site.

2. Any damages to public or private property resulting from excessive irrigation water or irrigation water runoff shall be charged against the contract payment unless immediate repairs are made by the Contractor to the satisfaction of the Director of Public Works.

3. The Contractor shall regularly inspect the operation of the system for any malfunction. The Contractor shall maintain all sprinkler systems, at no additional cost to the City, in such a way as to guarantee proper coverage and full working capabilities and make whatever adjustments may be necessary A-6
to prevent excessive runoff into adjacent areas.

4. Care shall be exercised to prevent a waste of water and erosion of slopes.

5. The Contractor shall be responsible for the maintenance and repair of all valves, heads, wire, automatic controllers, backflow devices, quick couplers and any other irrigation equipment in the project area.

6. The Contractor is not responsible for the payment of water bills unless negligent or excessive in his use. A heavy increase of water usage indicates negligence on the Contractor's part, in which case, the additional cost will be charged against him.

7. Landscaped slopes shall be irrigated, as required, to maintain horticulturally accepted growth and color and to promote deep rooting.

8. It is the responsibility of the Contractor to make annual Backflow Device reports to be submitted to the County of Orange and Golden State Water Company. Newly planted trees, shrubs, ground cover and turf shall receive special attention until these plants are established. Adequate water shall be applied to promote normal, healthy growth. Collection basins shall be maintained during the establishment period.

C. LANDSCAPE MAINTENANCE ACTIVITIES

1. Contractor shall perform clearance and trimming on both sides of the berm four (4) times per year.

2. An allowance for irrigation repair and planting on a time and materials basis has been provided to the Contractor.

3. Contractor shall provide for maintenance of backflow devices at least one time per year.

w
z
z
<(
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0 �
en
(NOTE: Berm section is 17' - 6"
wide from Knott Street
to 1 000' west.)
0 <( )( 0
c:::
w
z
<(
z
w )(
Iz
<(
)(
r-FOR FUTURE
/ CONNECTION
--FENCE GATE
VALVES

GATE VALVE

TEMPORARY

CONNECTION TO

ADJACENT SITE
X
TORO 316-12-02
TORO 308-12-02
X

MAIN LINE

PRIVATE FENCE
X

STORM CHANNEL
FENCE

MASTER IRRIGATION PLAN
SCALE: NOT TO SCALE
Attachment C
D-1
Attachment D

MAINTENANCE COST ESTIMATE

DESCRIPTION AMOUNT
Maintenance (from 7/1/26-6/30/27) $ 124,407
City’s Indirect Support Costs $ 18,661
Total Maintenance Costs $ 143,068
Assessment * $ 109,463
*3.40% CPI adjustment (All Urban Consumers – March 2025 to March 2026)

Attachment F

ASSESSMENT
NUMBER
NAME DESCRIPTION Acreage %

AMOUNT OF

ASSESSMENT
2026-27
1 Cypress Corporate Center LLC; P.O. Box 240011,
Los Angeles, CA 90024
Par 1, PM 134-4
A.P. #224-271-05

5.378 3.95% $4,320.93
2 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 1, PM 207-35
A.P. #224-271-11

1.646 1.21% $1,322.47
3 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 2, PM 207-35
A.P. #224-271-07

3.238 2.38% $2,601.56
4A Katella Holder Street LLC; PO Box 847, Carlsbad, CA
92018
Par 1, PM 155-23
A.P. #224-271-23

13.966 10.25% $11,220.92
4B
Katella Holder Street LLC; PO Box 847, Carlsbad, CA
92018
Par 2, PM 155-23
A.P. #224-271-24

8.324 6.11% $6,687.88
5 Duke Realty Limited Partnership - Prologis L.P.; 1800 Wazee Street, Suite 500, Denver CO 80202
Par 1, PM 167-34
A.P. #224-261-04

22.304 16.37% $17,920.04
6 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 4, PM 247-21
A.P. #224-261-07

6.301 4.62% $5,062.51
7 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 3, PM 247-21
A.P. #224-262-01

15.235 11.18% $12,240.49
8 Warland Investments, Ltd. 1301 Montana Avenue, Suite
A, Santa Monica, CA 90403
Par 1, PM 214-13
A.P. #224-271-21

11.314 8.30% $9,090.18
9 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 2, PM 207-35
A.P. #224-271-12

1.843 1.35% $1,480.75
10 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 3, PM 207-35
A.P. #224-271-13

1.100 0.81% $883.79
11 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 4, PM 207-35
A.P. #224-271-14

1.106 0.81% $888.61
12 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Lot 5, PM 207-35
A.P. #224-271-17

1.380 1.01% $1,108.75
13 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 6, PM 207-35
A.P. #224-271-16

0.996 0.73% $800.23
14 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 7, PM 207-35
A.P. #224-271-15

1.322 0.97% $1,062.15
15 Warland Investments, Ltd. 1301 Montana Avenue, Suite A, Santa Monica, CA 90403
Par 2, PM 214-13
A.P. #224-271-22

17.504 12.85% $14,063.51
16 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 1, PM 238-16
A.P. #224-261-08

7.177 5.27% $5,766.33
17 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 2, PM 247-21
A.P. #224-261-10

9.211 6.76% $7,400.54
18 Cypress Corporate Center LLC; P.O. Box 240011
Los Angeles, CA 90024
Par 2, PM 247-21
A.P. #224-261-11

6.897 5.06% $5,541.36
Total 136.24 100% $109,463.00
Max Assessment of $109,463
Landscape Maintenance District No.1
2026-27 Assessment Distribution Based on
RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CYPRESS, CALIFORNIA,

DECLARING ITS INTENTION TO ORDER THE RENEWAL OF CYPRESS CORPORATE CENTER LANDSCAPE MAINTENANCE DISTRICT NO. 1 FOR FISCAL YEAR 2026-27, PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972,

AND FIXING A TIME AND PLACE FOR HEARING OBJECTIONS THERETO WHEREAS, the City Council has heretofore proposed the renewal of Cypress Corporate Center Landscape Maintenance District No. 1 (the "District") for Fiscal Year 2026- 27 pursuant to the provisions of the Landscaping and Lighting Act of 1972 (Streets and Highways Code, Sections 22500 et seq.) for the purpose of maintaining a landscaped berm constructed in connection with the development of the Cypress Business Park; and WHEREAS, the City Engineer's report entitled "City Engineer's Report-Maintenance Assessment District for Berm," dated May 2026, (the "City Engineer") was ordered, prepared and presented to the City Council pursuant to Streets and Highways Code, Sections 22565 et seq.; and

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

SECTION 1. The City of Cypress does hereby declare its intention to order the renewal of Cypress Corporate Center Landscape Maintenance District No. 1 for Fiscal Year 2026-27, and to collect assessments pursuant to the Landscaping and Lighting Act of 1972.

SECTION 2. The District consists of that certain portion of the City of Cypress bounded on the north by Katella Avenue, on the east by Knott Street, on the south by Stanton Storm Channel, and on the west by Valley View Street.

SECTION 3. The landscaped improvements to be installed and maintained within the boundaries of the District are more particularly described in the City Engineer's Report.

Said improvements have been modified since formation of said District by being extended from Knott Street westerly to 40' east of Valley View Street.

SECTION 4. A full and detailed description of the boundaries of the District and the proposed assessments upon assessable lots and parcels of land within the District are contained in the City Engineer's Report.

SECTION 5. NOTICE IS HEREBY GIVEN that on the 14th day of July, 2026, at the hour of 6:00 p.m. in the Council Chamber located at City Hall, 5275 Orange Avenue, in the City of Cypress, California, any and all persons having objections to the work or extent of the District, may appear and show cause why said work should not be done or carried out or why the District should not be renewed in accordance with the Resolution of Intention.

Although the City Council will consider all oral objections at the hearing, in order for an objection to constitute a protest under Streets and Highways Code, Section 22628, such protest must be in writing and must contain a description of the property in which each signer thereof is interested, sufficient to identify the same and must be delivered to the City Clerk of said City prior to the time set for the hearing and no other protests or objections will be considered for this purpose. If the signer of any protest is not shown upon the last equalized assessment roll of Orange County as the owner of the property described in the protests, then such protest must contain or be accompanied by written evidence that such signer is the owner of the property so described.

SECTION 6. The City Clerk shall cause this Resolution of Intention to be published at least ten days prior to the date set for the hearing, at least once in a newspaper of general circulation serving the City of Cypress, California, all as provided for in Government Code, Section 6061.

SECTION 7. The City Clerk is hereby ordered and directed to mail this Resolution of Intention to all property owners, whether resident or nonresident, within the District, at least ten days prior to the date set for the hearing, pursuant to Streets and Highways Code, Section 22627.

PASSED AND ADOPTED by the City Council of the City of Cypress at a regular meeting held on the 12
th day of May, 2026.

MAYOR OF THE CITY OF CYPRESS
ATTEST:

CITY CLERK OF THE CITY OF CYPRESS
STATE OF CALIFORNIA }
COUNTY OF ORANGE } SS
I, LISA BERGLUND, City Clerk of the City of Cypress, DO HEREBY CERTIFY that the foregoing Resolution was duly adopted at a regular meeting of the said City Council held on the 12
th day of May, 2026 by the following roll call vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

CITY CLERK OF THE CITY OF CYPRESS
CITY OF CYPRESS
CITY COUNCIL REPORT
City Council Regular 5.

FROM: Nick Mangkalakiri, Director of Public Works
DATE: 05/12/2026
SUBJECT: Approval of Amended and Restated NPDES Stormwater Permit Implementation Agreement

RECOMMENDATION

1. Approve the Amended and Restated National Pollutant Discharge Elimination System Stormwater Permit Implementation Agreement; and

2. Authorize the City Manager to execute the Agreement and any related documents necessary to implement the terms of the Agreement.

DISCUSSION
The original National Pollutant Discharge Elimination System (NPDES) Stormwater Permit Implementation Agreement between the County of Orange, the City of Cypress and other participating Orange County cities, was executed in 1990 and amended in 1993 and 2002.

The agreement established a cooperative framework for implementing the Orange County Stormwater Program to meet Municipal Separate Storm Sewer System (MS4) permit requirements and improve surface water quality. The County and Orange County cities are permittees under the MS4 permits issued by the California Regional Water Quality Control Boards. The agreement allowed for collaboration, consistency, and cost sharing of regional compliance strategies, municipal staff training, watershed monitoring and reporting efforts, and other program elements required of each of the MS4 permittees.

State regulatory requirements issued through the MS4 permits have changed significantly since the agreement was last updated. The proposed agreement restates and amends the original agreement to reflect current regulatory requirements, administrative practices, and programmatic needs. It also provides added flexibility in designing and developing watershed-specific strategies, programs, and projects. As part of the shared cost budget approval process, the amended and restated agreement also formalizes the consultation process with the Orange County City Managers Association (OCCMA) each year, which updates and improves the existing annual budget collaboration process already implemented with OCCMA.
implemented with OCCMA.

The shared cost budget that is developed annually for this agreement maintains the existing cost sharing formula, which is based on land area and population for the unincorporated County and 34 Orange County cities, and the Flood Control District contributing 10% of the overall cost. The City’s weighted average share of costs amounts to

1.14%.

Key provisions of the amended and restated agreement include:

Continued designation of the County as the administrator of the regional Orange County Stormwater Program.

Clarification of responsibilities for each Permittee, including compliance reporting, monitoring, and implementation of Best Management Practices (BMPs).

Engagement with the OCCMA for strategic input on compliance and funding.

Provides an updated collaborative review process for annual operating budgets, including allowing for new sub-budgets to be established with smaller groups of Permittees to support development of targeted water quality projects and programs.

Continues the existing cost sharing formula between Permittees based on land area and population, with the District contributing 10% and the County and Cities sharing the remaining 90% for the annual operating budget countywide. For new sub-budgets, the same approach will be used to share costs amongst those participating agencies.

BUDGET IMPACT
None. The agreement continues the existing formula for the City’s financial contribution, which is calculated annually based on its proportional share of land area and population.

The cost share for Cypress for Fiscal Year 2026-27 is estimated to be $108,276 and is included in the City’s proposed annual budget for stormwater compliance.

LEGAL REVIEW
The City Attorney has reviewed this staff report and approved the agreements as to form.

APPROVED BY: Shannon DeLong, City Manager
Attachments
Amended and Restated Agreement
1 AMENDED AND RESTATED NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM

STORMWATER PERMIT IMPLEMENTATION AGREEMENT
This AMENDED AND RESTATED NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM STORMWATER PERMIT IMPLEMENTATION AGREEMENT (“AGREEMENT”), for purposes of identification numbered [D02-048], and which may be alternatively referred to as the “OC Stormwater Program Implementation Agreement,” is entered into this ____ day of _________, 2026, by the County of Orange, (herein called the COUNTY), the Orange County Flood Control District (herein called DISTRICT) and the cities of Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, La Habra, La Palma, Los Alamitos, Mission Viejo, Newport Beach, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Stanton, Tustin, Villa Park, Westminster, and Yorba Linda (herein called CITIES).

The COUNTY, DISTRICT, and CITIES may be referred to collectively as PERMITTEES or individually as PERMITTEE, COUNTY, DISTRICT, or CITY, respectively, in this AGREEMENT.

RECITALS
WHEREAS, the United States Congress in 1987, through the Water Quality Act, amended Section 402 of the Clean Water Act (33 U.S.C.A. 1342(p)) to require the United States Environmental Protection Agency (“EPA”) to promulgate regulations for permitting stormwater discharges; and
WHEREAS, EPA regulations require National Pollutant Discharge Elimination System (“NPDES”) permits for discharges from a municipal separate storm sewer system (“MS4”)(herein after called MS4 permits), and further require MS4 permits to include requirements to control pollutants from stormwater discharges; and WHEREAS, in 1927, the Orange County Flood Control Act created the DISTRICT 2 to provide for the control of flood and stormwater and protect from damage from those flood or stormwater, the harbors, waterways, public highways, and property within the DISTRICT’s jurisdiction; and
WHEREAS, the powers granted to the DISTRICT include the authority to regulate discharges that threaten to impact its system and carry on technical and other investigations, examinations, or tests of all kinds, making measurements, collecting data, and making analyses, studies, and inspections pertaining to water supply, control of floods, use of water, water quality, nuisance, pollution, waste, and contamination of water, both within and without the DISTRICT; and
WHEREAS, the California State Water Resources Control Board (“SWRCB”), as designee of the EPA, has delegated authority to the California Regional Water Quality Control Boards-Santa Ana Region (“RWQCB-SAR”) and San Diego Region (“RWQCB-SDR”)(collectively, the RWQCBs) for administration of MS4 permits within the boundaries of their regions; and
WHEREAS, the COUNTY, DISTRICT, and CITIES are PERMITTEES under MS4 permits issued by the RWQCBs; and
WHEREAS, the RWQCBs have designated the COUNTY as the Principal PERMITTEE or Principal Watershed Co-permittee, as defined in the MS4 permits; and WHEREAS, the COUNTY, the DISTRICT and the CITIES previously entered into that certain agreement entitled National Pollutant Discharge Elimination System Stormwater Permit Implementation Agreement D90-094, on December 18, 1990, which was subsequently amended on October 26, 1993 by Amendment No. 1 and then on June 25, 2002 (the December 18, 1990 Agreement as Amended by Amendment No. 1 and the June 25, 2002 amendment will be referred to collectively hereinafter as the ORIGINAL AGREEMENT), to cooperatively develop, and did thereunder develop, an integrated stormwater runoff management program with the objective of fulfilling MS4 permit requirements and improving water quality in Orange County (program 3 referred to herein as the “OC Stormwater Program”); and WHEREAS, Section X of the ORIGINAL AGREEMENT provides that the ORIGINAL AGREEMENT may be amended by consent of a majority of the PERMITTEES which represent a majority of the percentage contributions as described in Section IV of the ORIGINAL AGREEMENT; and
WHEREAS, continued cooperation between the CITIES, the COUNTY, and the DISTRICT to jointly implement the OC Stormwater Program to fulfill prior, new, and potential future MS4 permit requirements, to the extent feasible, is in the best interests of the CITIES, the COUNTY, and the DISTRICT; and WHEREAS, the PERMITTEES now desire to restate and amend the ORIGINAL AGREEMENT, as reflected and set forth in this AGREEMENT.

NOW, THEREFORE, the PERMITTEES do mutually agree as follows:

I. FILING STATUS
The COUNTY, the DISTRICT, and each CITY have filed applications for MS4 permits as PERMITTEES. The COUNTY, the DISTRICT and each CITY is a PERMITTEE under each MS4 permit to which they are subject.

II. INCORPORATION OF FEDERAL GUIDELINES
All applicable federal and state water quality regulations and guidelines under the Federal Clean Water Act, as presently written or as changed during the term of this AGREEMENT, are hereby incorporated by reference and made a part of this AGREEMENT and take precedence over any inconsistent terms of this AGREEMENT.

III. DELEGATION OF RESPONSIBILITIES
The responsibilities of each of the parties shall be as follows:

A. The COUNTY shall be the administrator of the OC Stormwater Program and, on a cost-shared basis, perform the following functions:

1. Annual operating budgets.
a. Prepare the annual operating budget (“annual operating budget”), which shall include a work plan and associated financial plan and 4 budget. The annual operating budget is intended to provide for all programmatic functions and associated costs of the OC Stormwater Program, as outlined in this AGREEMENT and as generally described in Section V.A. Annual operating budgets and work plans may be based on RWQCB region (i.e., Santa Ana Region versus San Diego Region). The budget year shall coincide with the COUNTY's fiscal year, July 1 – June 30.
b. Consult with the Stormwater Program Representatives (as defined in Section III.C.8) when preparing annual operating budgets and major program elements therein.
c. A draft of the annual operating budget may be prepared for the PERMITTIES for review by February 15 each year. Annual operating budgets shall be submitted to the PERMITTEES for consideration and approval by May 15 of each year. Individual CITY approval shall be obtained from each CITY’s city manager or designee thereof by July 30 of each year. CITY manager designations for annual operating budget approval shall be provided in writing to the County and shall remain in effect until revoked in writing by the CITY’s city manager. An annual operating budget shall be deemed approved and adopted for the OC Stormwater Program by affirmative responses from PERMITTEES which represent a majority (50% or greater) of both the area and population percentage contribution as calculated in accordance with Section V.A (method for calculating approval percentage referred to as “Majority Approval”). The COUNTY and the DISTRICT shall represent one voting PERMITTEE with their percentage contribution equal to the total of the COUNTY and the DISTRICT as described in Section V.A. d. An approved and adopted annual operating budget shall not be 5 exceeded without prior Majority Approval of the PERMITTEES.

2. Project or watershed-specific sub-budgets.
a. In coordination with the PERMITTEES, prepare project-specific and/or watershed-specific budgets and associated work plans (collectively, “sub-budget(s)”) for the design of water quality projects and/or responding to RWQCB enforcement orders and/or other orders (e.g., California Water Code 13267 or 13383 orders). b. Sub-budgets shall be prepared and proposed on an as-needed basis, at the discretion of the COUNTY, or as requested by interested PERMITTEES, subject to concurrence of the COUNTY.
c. Each PERMITTEE willing to participate in a sub-budget will confirm participation to the COUNTY in writing. A PERMITTEE who confirms participation in a sub-budget shall be referred to herein as “PARTICIPATING PERMITTEE(s).” Sub-budgets will be subject to unanimous approval by all PARTICIPATING PERMITTEES, except that where a Participating Permittee fails to vote to approve a proposed sub-budget, such failure shall be deemed a withdrawal from the sub-budget and the withdrawing PERMITTEE shall no longer be considered a PARTICIPATING PERMITTEE and shall have no obligation to pay for or participate in the sub-budget. d. Project elements that go beyond design (e.g., construction, operation, and maintenance) shall not be provided for in subbudgets and, instead, are subject to separate agreement between the Participating Permittees.

3. Represent the OC Stormwater Program in reviews of documents, comments, and discussions with EPA, SWRCB, and RWQCBs and/or other resource agencies regarding MS4 permit requirements and related policies, programs, and regulations. The COUNTY shall timely notify the 6 PERMITTEES of any decision reached during these discussions that, in the determination of the County, substantially impacts the OC Stormwater Program.

4. Implement approved annual operating budgets and sub-budgets.

5. Working in collaboration with PERMITTEES, prepare and submit regional compliance reports as the Principal PERMITTEE, as required under the MS4 permits, and/or as designated in the approved workplans.

6. Implement the regional monitoring and reporting program elements from approved workplans for the MS4 permits, including, but not limited to, tasks to monitor and measure the effectiveness of Best Management Practices (“BMPs”). This may include monitoring and modeling.

7. Obtain, as may be required by the annual operating budget and/or subbudgets approved pursuant to this AGREEMENT, professional services, including, but not limited to, scientific, engineering, environmental, economic, and/or legal consultants to provide technical assistance for the work associated with the OC Stormwater Program. This work may include, but is not limited to, the preparation of technical or economic studies, legal analysis, watershed management plans, stormwater runoff management plans, water quality improvement plans, modeling, reasonable assurance demonstrations/reasonable assurance analyses, monitoring plans, technical reports, municipal staff training activities, and the design of structural and non-structural BMPs and strategies to prevent and/or reduce pollutants in stormwater runoff. Contracts for professional services to be funded under this AGREEMENT shall be made in conformance with the COUNTY’s procurement policies, and, to the extent there is no conflict, the following:
a. The COUNTY shall make efforts to stagger the date of issuance of new contracts for professional services, so that PERMITTEES may 7 better absorb increases in consultant fee rates.
b. For contracts for professional services that would require approval by the Orange County Board of Supervisors (as determined within the sole discretion of the COUNTY), one Stormwater Program
Representative for every two designees of the COUNTY shall be allowed to participate in any panel formed for the purpose of evaluating responses to Requests for Proposals or similar competitive solicitations submitted by potential consultants. Where any contract subject to this provision is to be extended beyond the initial term, the COUNTY shall request feedback from the Stormwater Program Representatives, regarding the consultant’s performance, prior to executing the extension. This process shall in no way impinge upon or limit the COUNTY’s discretion to enter into, amend, extend, renew, or cancel any contract for professional services for the OC Stormwater Program.
c. The COUNTY shall notify the PERMITTEES of any changes in the COUNTY’s procurement policies that significantly affect the thresholds for competitive procurement, scoring, or selection processes for contract services.

8. Implement a facility inspection program, as required by the MS4 permits, for MS4 facilities within the unincorporated areas of the County, at no cost to the CITIES.

9. Implement a facility inspection program, as required by the MS4 permits, for MS4 facilities on County-owned property used for COUNTY governmental purposes (i.e., property used for governmental functions) and located within a CITY, at no cost to the CITIES. For purposes of this section, the regional facility known as Dana Point Harbor shall be considered a Countyowned property used for governmental purposes. 8 a. To avoid confusion in the implementation of each party’s facility inspection programs, the COUNTY shall provide a list of those facilities, buildings and properties that it owns and are located within other jurisdictions (i.e. non-unincorporated properties) that the COUNTY has decided to monitor and regulate pursuant to this Section III.A.9. The County further agrees to notify the affected PERMITTEE of changes to the status of a facility.

B. The DISTRICT shall, on a cost-shared basis, except as set forth in subparagraph 2 below:

1. Perform or cause to be performed the water quality and hydrographic monitoring for compliance with MS4 permits and/or in accordance with RWQCB-approved monitoring plans and/or in the approved workplans.

2. Implement a facility inspection program, as required by the MS4 permits, for MS4 facilities located on District-owned and controlled property that is used for governmental purposes, at no cost to the CITIES.

3. Undertake or cause to be undertaken all activities required of the CITIES in Section III.C and applicable to the District.

C. The CITIES, at no cost to the Counties and the District, shall:

1. Implement a facility inspection program for its MS4 facilities, as required by the MS4 permit(s) and within the jurisdictional boundaries of that CITY.

2. Submit to the COUNTY storm drain system maps and/or data describing the type and location of its MS4 facilities with periodic revisions that reflect any modifications made as a result of land
development/redevelopment. If possible, information shall be submitted as geographical information system (“GIS”) data.

3. Support the COUNTY in the preparation of watershed characterizations and catchment prioritization efforts, including, but not limited to, by:
9 a. Identifying applicable zoning and land use designations. b. Identifying areas where sources of specific pollutants are known.

4. Upon COUNTY request, review, comment on, consider approval of, and, if approved, implement regional strategies to prevent and reduce pollutants in stormwater runoff.

5. Implement an illegal discharge detection and elimination program as required by the MS4 permit(s) to which the CITY is subject. Demonstrate adequate legal authority to control discharges to its MS4 facilities as may be required by the relevant MS4 permit(s) to which the CITY is subject.

6. Provide, as requested by the COUNTY, copies of the CITY’s jurisdictional reports, data, and any other information (in formats requested by the COUNTY, where such formats are reasonably available) to satisfy requirements in MS4 permits or other orders issued by a Regional Board or the State Board, to which the CITY is subject, provided the CITY has not otherwise challenged such order, and such challenge has not been resolved.

7. Participate in meetings convened by the COUNTY and respond to requests for information from the COUNTY, intended to obtain PERMITTEE input on matters related to this AGREEMENT and the implementation of the OC Stormwater Program.

8. Designate primary and secondary Stormwater Program Representative for matters related to this AGREEMENT and the implementation of the OC Stormwater Program. Designations shall be made by each CITY’s city manager, or designee, in writing to the COUNTY. Each designation shall remain in effect until revoked by the CITY’s city manager or designee.

Stormwater Program Representatives are intended to provide subject matter input and facilitate communication between the COUNTY and each CITY. For purposes of this AGREEMENT, a Stormwater Program 10 Representative will not be deemed to have the authority to approve annual operating budgets on behalf of a CITY, as required in Section III.A.1, unless expressly stated in the written designation provided to the COUNTY.

D. In the unincorporated areas of the COUNTY, the COUNTY shall, at no cost to the CITIES or the DISTRICT, undertake or cause to be undertaken all activities required above of the CITIES in Section III.C that are not responsibilities of the DISTRICT as outlined in Section III.B.

IV. Orange County City Manager Association Engagement
A. In lieu of the activities of the Technical Advisory Committee under the ORIGINAL AGREEMENT, the COUNTY shall endeavor to create a working relationship with the Orange County City Manager Association (“OCCMA”) or a sub-group thereof, to address issues such as MS4 permit requirements, MS4 permit compliance methods, and funding needs and strategies to facilitate regional and/or watershed-based, multi-jurisdictional project efforts.

B. At its discretion, the COUNTY, in coordination with the PERMITTEES as set forth in this AGREEMENT, may implement recommendations (or parts thereof) that OCCMA may give on OC Stormwater Program matters, including, but not limited to, potential strategies for compliance with current and anticipated future MS4 permit requirements; funding strategies and options for MS4 permit compliance efforts; and OC Stormwater Program budgeting.

Recommendations that would result in unbudgeted costs shall be subject to Majority Approval of the PERMITTEES pursuant to III.A.1.d.

C. Under no circumstances shall this Section be interpreted as a replacement or substitute for any other responsibility of CITIES or the COUNTY under this Agreement. At the COUNTY’s discretion, the Director of OC Public Works may enter into a memorandum of understanding with OCCMA to facilitate 11 procedures for OCCMA engagement under this Section. Under no circumstances shall this provision be interpreted to require any written agreement between the COUNTY and OCCMA.

V. PROGRAM COSTS
A. Annual Operating Costs.

Where not otherwise funded, the annual operating budget, including all costs of equipment, goods, COUNTY services (including, but not limited to, applicable COUNTY and COUNTY’S departmental overhead), and all professional services costs incurred by the COUNTY, and any cost of the MS4 permits, as determined by the COUNTY in its role as administrator of the OC Stormwater Program, shall be a shared cost and allocated among the COUNTY, DISTRICT, and CITIES, and paid for as follows:

Participants Percentage Contribution
DISTRICT 10
CITIES + COUNTY 90
The individual percentage contributions from each CITY and the COUNTY shall be functions of their respective dry land areas and population relative to those of the entire County of Orange. Each area shall be calculated as one-half of the sum of the area and population fractions, multiplied by 90%. National forests, state parks, airports, landfills, oceans, harbors, tidal bays, and active military installations shall be excluded from area calculations (Exhibit A-1). The contribution of the COUNTY shall be calculated from unincorporated areas and their respective populations. Should any external or alternative sources of funding become available, those funds may be directly applied to the appropriate budget(s) before the shared cost percentages are applied to the PERMITTTEES or credited to a subsequent budget.
12 Share in percent for jurisdiction #1= {(X1/Xtot) + (Y1/Ytot)}/2 x (90) X = area
Y = population
tot = total population or area
90 = total percentage excluding the DISTRICT’s contribution The percentage share shall be calculated by the COUNTY from population and area data. The population data shall be the most recent annual population estimates produced by the California Department of Finance, and area is based on the most recent OC Public Works survey data available to the COUNTY. Percentage share calculations shall be updated by May of each budget year for the budget year following and shall be included in annual operating budget proposals. Annual operating budget proposals shall be prepared based on the following percentage share computation methods, as applicable, and subject to exclusions in Exhibit A-1:

1. Countywide costs will be calculated as described in the process and formula above and subject to Exhibit A-1 for the entire group of PERMITTEES.

2. Regional costs, specific to only one RWQCB permit (Santa Ana Region and San Diego Region), will be calculated based on the process and formula above for PERMITTEES within the respective permit geographic area. For PERMITTEES that have jurisdiction in both permit regions, the regional costs will be based on the land area and prorated population for that permit geographic area.

3. Sub-budgets shall be based on the PARTICIPATING PERMITTEES and their corresponding area and prorated population total within the geographic area subject to the specific sub-budget.

4. In the event of a regulatory directive issued to PERMITTEES requiring amendment of any approved budget, the COUNTY shall provide immediate 13 notice to the included PERMITTEES and hold discussions with respect to responding to the directive and funding the immediate response. Such budget amendments shall be subject to the Majority Approval referenced in Section III.A.1.d.

5. If at any time during a budget year costs exceed the sum of the deposits for any approved budget, and prior Majority Approval for such exceedance has been obtained, the COUNTY shall submit invoices to the involved PERMITTEES to recover the deficit. The share for each PERMITTEE shall be prorated according to the formula that was initially used to apportion budget costs. Each CITY shall pay the invoice within 45 calendar days of the billing date.

6. If at any time costs exceed the sum of the deposits for any approved budget, the COUNTY may propose a budget increase and request payment by the PERMITTEES, and PERMITTEES shall pay such amount, provided the budget increase is approved in accordance with sections III.A.1.c-d or III.A.2.c of this Agreement, as may be applicable. Until such approval is obtained and sufficient deposits received, the COUNTY may, at its sole discretion, cease carrying out approved budget components so as to limit or not incur costs in excess of deposits. Nothing in this AGREEMENT shall be construed as requiring PERMITTEES to approve budget increases.

7. The COUNTY shall prepare a budget year-end accounting within 120 calendar days of the end of the budget year and present the same to the involved PERMITTEES for review. If the budget year-end accounting results in the sum of the deposits exceeding costs (net of interest earnings), the excess deposits shall carry forward to reduce the obligation of the PERMITTEES for the following budget year and prorated to the CITIES consistent with the cost-sharing population and area data 14 calculation above.

8. The COUNTY shall invoice each CITY for its annual share of each approved budget by November 30 of each budget year. Each CITY shall pay their deposit(s) within 45 calendar days of the billing date or within 45 calendar days of November 30, whichever is later. Each CITY’S deposit(s) shall be based on their prorated share(s) of the approved budget(s), reduced for any carry forward amount identified in the prior budget year-end accounting.

9. The COUNTY shall hold each CITY’s annual share of each approved budget in interest-bearing accounts and credit interest earned on each CITY’s annual share against each CITY’s share of the approved budget costs.

The COUNTY shall maintain records regarding interest earned and credited on each CITY’s annual share and provide the same to the CITIES within 120 calendar days of the end of the budget year.

10.Upon termination of this AGREEMENT, a final accounting shall be performed by the COUNTY and presented to the PERMITTEES for review. If the sum of the deposits exceeds the costs, the COUNTY shall reimburse to each CITY its prorated share of the excess, within 120 calendar days of the final accounting.

VI. LIFE OF THE AGREEMENT
The term of this AGREEMENT shall be indefinite, unless amended or terminated in accordance with this AGREEMENT.

VII. ADDITIONAL PARTIES
Any CITY which becomes incorporated after the effective date of this AGREEMENT, or requests to become a party to this AGREEMENT after previously withdrawing pursuant to Section VIII, shall be eligible to become a party to this AGREEMENT, subject to Majority Approval. In approving adding additional cities to this AGREEMENT, the PERMITTEES may 15 require such conditions of the added cities as they determine necessary or advantageous. The date of initiation, for determining costs for newly incorporated cities, shall be the date of incorporation. The costs for adding additional cities to this AGREEMENT and OC Stormwater Program including, but not limited to, permit and processing fees, as well as administrative costs incurred by the COUNTY and costs to reimburse the existing PERMITTEES for unreimbursed costs related to a previous withdrawal (if applicable), shall be calculated by the COUNTY, approved by Majority Approval of the PERMITTEES and, thereafter, invoiced by the COUNTY and paid by the added city(ies) within 45 calendar days of the billing date. Monies to be reimbursed to the existing PERMITTEES shall carry forward to reduce the billings for the following budget year.

VIII. WITHDRAWAL FROM THE AGREEMENT
A CITY may withdraw from this AGREEMENT by providing at least 60 calendar days written notice to the COUNTY. The COUNTY shall notify the PERMITTEES within 10 business days of receipt of any withdrawal notice. Neither the COUNTY nor any PERMITTEE shall be responsible for advising the withdrawing CITY of the legal, regulatory, or programmatic effects of withdrawing, nor have any continuing responsibility to the withdrawing CITY upon the effective date of the withdrawal. The withdrawing CITY shall be solely responsible for any costs the withdrawing CITY may incur related to its withdrawal, including, but not limited to, penalties assessed by RWQCBs, and or other resource agencies (e.g., EPA, CDFW, etc.) in connection with or related to its withdrawal. In addition, withdrawal shall constitute forfeiture of any deposits on hand from the withdrawing CITY, for the budget year in which the withdrawal is effective. If the effective date of a withdrawal is within 60 calendar days of the beginning of any budget year, the withdrawing CITY shall be responsible for paying its annual 16 share for the upcoming budget year as if it were still a PERMITTEE participating in this AGREEMENT but shall be eligible to receive a credit for any prospective carry forward amount of such annual share as may be contemplated by this AGREEMENT. The cost allocations to the remaining PERMITTEES participating in this AGREEMENT shall be recalculated and collected and/or credited as necessary in the budget year following the effective date of the withdrawal.

IX. NON-COMPLIANCE WITH PERMIT OR ORDER REQUIREMENTS
Each PERMITTEE shall remain solely responsible for its own acts and omissions with respect to compliance with requirements of an MS4 permit or other order of the RWQCBs or SWRCB to which it may be subject, and nothing herein shall be deemed to waive, release, or transfer any such responsibility to any other PERMITTEE. Nothing in this AGREEMENT shall be construed as an assumption by any PERMITTEE of any liability or obligation of another PERMITTEE, whether past, present, or future.

X. LEGAL ACTION/ COSTS/ ATTORNEY FEES
In the event of legal action to enforce any provision of this AGREEMENT, each party shall bear its own attorneys’ fees and costs, and no party shall seek to recover the same from any other party through litigation or other legal proceedings.

XI. AMENDMENTS TO THE AGREEMENT
This AGREEMENT may be amended with Majority Approval. The COUNTY and the DISTRICT shall represent one voting PERMITTEE with their percentage contribution equal to the total of the COUNTY and the DISTRICT as described in Section V. No amendment to this AGREEMENT shall be effective unless it is in writing and signed by the duly authorized representatives of the COUNTY and the required Majority Approval of PERMITTEES.

XII. NOTICES
17 All notices required under Section VIII shall be deemed duly given if delivered by hand (with written confirmation of receipt); via electronic mail (with confirmation of transmission); or three (3) days after deposit in the U.S. Mail, postage prepaid.

XIII. GOVERNING LAW
This AGREEMENT shall be governed and construed in accordance with laws of the State of California. If any provision or provisions of this AGREEMENT is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not any way be affected or impaired hereby.

XIV. CONSENT TO BREACH NOT WAIVER
No term or provision hereof shall be deemed waived and no breach excused, unless such waiver or consent shall be in writing and signed by the duly authorized representative of the PERMITTEE to have waived or consented.

Any consent by any PERMITTEE to, or waiver of, a breach by the other, whether express or implied, shall not constitute a consent to, waiver of, or excuse for any other different or subsequent breach.

XV. APPLICABILITY OF PRIOR AGREEMENTS
This AGREEMENT restates and amends the provisions in prior agreements and constitutes the entire AGREEMENT between the PERMITTEES with respect to the subject matter. All prior agreements, representations, statements, negotiations, and undertakings are superseded hereby.

XVI. EXECUTION OF THE AGREEMENT
This AGREEMENT may be executed in counterparts, and the signed counterparts shall constitute a single instrument. The parties agree that this AGREEMENT may be executed and delivered by electronic means, including via email or electronic signature platforms (e.g., DocuSign, Adobe Sign), and that such electronic signatures shall be deemed to have the same legal 18 effect as original signatures. Each party agrees that electronically signed documents shall be valid, enforceable, and admissible in any legal proceeding to the same extent as a manually signed original.

XVII. NO WAIVER OF PRIVILEGE AND/OR WORK PRODUCTION PROTECTION Notwithstanding anything in this Agreement to the contrary, nothing in this AGREEMENT shall require a party to release or provide information (including any reports, communications, data, etc.) that has been deemed by that party to be subject to the attorney-client privilege, attorney work product doctrine, or any other relevant privilege and protection, including, but not limited to, any reports or information generated by a party’s consultant that was prepared in consultation with, or at the direction of, such party’s attorney or counsel of record. Nothing in this AGREEMENT shall prohibit the parties hereto from entering into future agreements, including joint defense agreements, common interest agreements, or other similar agreements to share such privileged or protected information subject to the terms and conditions of such an agreement.
19 IN WITNESS WHEREOF, the parties hereto have executed this AGREEMENT on the dates opposite their respective signatures:

ORANGE COUNTY FLOOD CONTROL DISTRICT
A body corporate and politic
By
Chairman of the Board of Supervisors

COUNTY OF ORANGE
A body corporate and politic
Date: By
Chairman of the Board of Supervisors

SIGNED AND CERTIFIED THAT A COPY OF THIS

AGREEMENT HAS BEEN DELIVERED TO THE

CHAIRMAN OF THE BOARD
Date: By

ROBIN STIELER
Clerk of the Board of Supervisors of
Orange County, California

APPROVED AS TO FORM COUNTY COUNSEL

ORANGE COUNTY, CALIFORNIA
By Julia Woo, Senior Deputy
Date:
///
///
///
20 By:

City Manager
APPROVED AS TO FORM:

City Attorney

CITY OF CYPRESS
Date: ______
ATTEST:

City Clerk
21 EXHIBIT A - 1

DRY LAND AREA DEDUCTED FROM JURISDICTIONS
Landfills Jurisdiction
Olinda County
Santiago County
Prima Deschecha County
Bee Canyon County
Coyote Canyon County
State Parks
Bolsa Chica State Beach* Huntington Beach
Chino Hills State Park County
Corona Del Mar State Beach Newport Beach
Crystal Cove State Park** County
Doheny State Beach Dana Point
Huntington State Beach Huntington Beach
San Clemente State Beach San Clemente
Airports
Fullerton Fullerton
John Wayne County
Military facilities
Joint Forces Training Base - Los Alamitos Los Alamitos
Former MCAS Tustin*** Tustin
Seal Beach Naval Weapons Station**** Seal Beach
National Forests
Cleveland National Forest County
*Includes Bolsa Chica Ecological Preserve
**Includes Laguna Laurel Ecological Preserve
***Active military areas
****Includes Seal Beach National Wildlife Refuge
CITY OF CYPRESS
CITY COUNCIL REPORT
City Council Regular 6.

FROM: Nick Mangkalakiri, Director of Public Works
DATE: 05/12/2026
SUBJECT: Approve an Agreement for On-Call Professional Plan Checking Services

RECOMMENDATION

1. Approve an agreement with Charles Abbott Associates, Inc. for on-call Professional Plan Checking Services and authorize the City Manager to execute the contract agreement; and

2. Authorize the City Manager to approve annual task orders under this agreement, in an amount not to exceed the adopted annual budget for plan checking services.

DISCUSSION
Public Works uses an on-call contract for engineering plan check reviews and the current five-year contract will expire this June. On-call contracts provide the City with the flexibility to implement and deliver projects as necessary. The City currently has similar on-call contracts for several areas of expertise including sewer, storm drain, landscape architectural services, solid waste, construction management/inspection, and architectural services.

Development projects typically require the submittal of grading, off-site improvements, utility plans, maps, and other technical engineering studies and reports. Due to the nature and complexity of these submittals, professional engineering services are needed to review the plans ensuring they satisfy various requirements and meet City standards.

In March, Public Works solicited Statement of Qualifications for on-call professional plan-check services through the City's website and public online bidding portal. The City received three proposals and identified Charles Abbott Associates, Inc. (CAA) to be the most qualified firm. CAA has been providing these on-call plan check services to Public Works for over 15 years and is familiar with all City requirements and procedures. CAA also provides or has provided similar plan checking services to several other Orange County cities including Santa Ana, Aliso Viejo, La Palma, Fountain Valley, and Los Alamitos.

The initial term of this contract is for three years with an option for two one-year The initial term of this contract is for three years with an option for two one-year extensions. Prior to the start of every fiscal year, CAA will provide a scope of work, project schedule, and fee proposal for review and consideration.

BUDGET IMPACT
The proposed Fiscal Year 2026-27 Budget includes amounts for on-call plan check review.

All task orders and associated expenditures will be within budgetary authority and in accordance with purchasing rules. For development projects, the City receives full cost recovery and the applicant will be charged a review fee equivalent to the actual costs for the plan checking services.

LEGAL REVIEW
The City Attorney has reviewed this staff report and approved the agreements as to form.

APPROVED BY: Shannon DeLong, City Manager
Attachments
Contract Agreement
Statements of Qualifications
01004.0006/389802.1 7/5/2017

AGREEMENT FOR ON-CALL PROFESSIONAL PLAN CHECKING

CONTRACT SERVICES
By and Between

CITY OF CYPRESS
and
_____________________________________
01004.0006/389802.1 7/5/2017
-2-

AGREEMENT FOR ON-CALL PROFESSIONAL PLAN CHECKING CONTRACT

SERVICES BY AND BETWEEN THE CITY OF CYPRESS AND
_____________________________
THIS AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this _______ day of _______, 2026 by and between the City of Cypress, a California municipal corporation (“City”) and __________________, a California Corporation (“Contractor”). City and Contractor are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement.

B. Contractor, following submission of a proposal or bid for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services.

C. Pursuant to the City of Cypress’s Charter and Municipal Code, City has authority to enter into and execute this Agreement.

D. The Parties desire to formalize the selection of Contractor for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.

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

ARTICLE 1. SERVICES OF CONTRACTOR

1.1 Scope of Services.

In compliance with all terms and conditions of this Agreement, the Contractor shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder.

As a material inducement to the City entering into this Agreement, Contractor represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Contractor shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Contractor covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest 01004.0006/389802.1 7/5/2017
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professional standards” shall mean those standards of practice recognized by one or more firstclass firms performing similar work under similar circumstances.

1.2 Contractor’s Proposal.

The Scope of Service shall include the Contractor’s scope of work or bid which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such proposal and this Agreement, the terms of this Agreement shall govern.

1.3 Compliance with Law.

Contractor shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered.

1.4 Licenses, Permits, Fees and Assessments.

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

1.5 Familiarity with Work.

By executing this Agreement, Contractor warrants that Contractor (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Contractor warrants that Contractor has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of services hereunder. Should the Contractor discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Contractor shall immediately inform the City of such fact and shall not proceed except at Contractor’s risk until written instructions are received from the Contract Officer.

1.6 Care of Work.

The Contractor shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City’s own negligence.
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1.7 Further Responsibilities of Parties.

Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other.

1.8 Additional Services.

City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Contractor, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Contractor. Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Contractor that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Contractor hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Contractor anticipates and that Contractor shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other contractors. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.

1.9 Special Requirements.

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

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Contractor the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed (see Exhibit “C”) Dollars (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.8.
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2.2 Method of Compensation.

The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services, less contract retention; (iii) payment for time and materials based upon the Contractor’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained, and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation.

2.3 Reimbursable Expenses.

Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Contractor at all project meetings reasonably deemed necessary by the City.

Coordination of the performance of the work with City is a critical component of the services. If Contractor is required to attend additional meetings to facilitate such coordination, Contractorshall not be entitled to any additional compensation for attending said meetings.

2.4 Invoices.

Each month Contractor shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance.

By submitting an invoice for payment under this Agreement, Contractor is certifying compliance with all provisions of the Agreement. The invoice shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Contractor shall not invoice City for any duplicate services performed by more than one person.

City shall independently review each invoice submitted by the Contractor to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Contractor which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Contractor to be paid within forty-five (45) days of receipt of Contractor’s correct and undisputed invoice; however, Contractor acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Contractor for correction and resubmission. Review and payment by City for any invoice provided by the Contractor shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.5 Waiver.

Payment to Contractor for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Contractor.
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ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

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

3.2 Schedule of Performance.

Contractor shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Contractor, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively.

3.3 Force Majeure.

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

3.4 Term.

Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) years from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”).

ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Contractor.

The following principals of Contractor (“Principals”) are hereby designated as being the principals and representatives of Contractor authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith:
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(Name) (Title)
(Name) (Title)
(Name) (Title)
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement.

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

4.2 Status of Contractor.

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

4.3 Contract Officer.

The Contract Officer shall be Public Works Director or such person as may be designated by the City Manager. It shall be the Contractor’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Contractor shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer.

The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Contractor.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Contractor, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or 01004.0006/389802.1 7/5/2017
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control of Contractor’s employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Contractor shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Contractor shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Contractor in its business or otherwise or a joint venturer or a member of any joint enterprise with Contractor.

4.5 Prohibition Against Subcontracting or Assignment.

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

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages.

The Contractor shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City:
(a) General Liability Insurance (Occurrence Form CG0001 or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $1,000,000.00 per occurrence or if a general aggregate limit is used, then the general aggregate limit shall be twice the occurrence limit.
(b) Worker’s Compensation Insurance. A policy of worker’s compensation insurance in such amount as will fully comply with the laws of the State of California and which shall indemnify, insure and provide legal defense for the Contractor against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by the Contractor in the course of carrying out the work or services contemplated in this Agreement.
(c) Automotive Insurance (Form CA 0001 (Ed 1/87) including “any auto” and endorsement CA 0025 or equivalent). A policy of comprehensive automobile liability insurance 01004.0006/389802.1 7/5/2017
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written on a per occurrence for bodily injury and property damage in an amount not less than $1,000,000. Said policy shall include coverage for owned, non-owned, leased, hired cars and any automobile.
(d) Professional Liability. Professional liability insurance appropriate to the Contractor’s profession. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive years following the completion of Contractor’s services or the termination of this Agreement.

During this additional 5-year period, Contractor shall annually and upon request of the City submit written evidence of this continuous coverage.
(e) Subcontractors. Contractor shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.

5.2 General Insurance Requirements.

All of the above policies of insurance shall be primary insurance and shall name the City, its elected and appointed officers, employees and agents as additional insureds and any insurance maintained by City or its officers, employees or agents may apply in excess of, and not contribute with Contractor’s insurance. The insurer is deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers, employees and agents and their respective insurers. Moreover, the insurance policy must specify that where the primary insured does not satisfy the self-insured retention, any additional insured may satisfy the self-insured retention.

All of said policies of insurance shall provide that said insurance may not be amended or cancelled by the insurer or any party hereto without providing thirty (30) days prior written notice by certified mail return receipt requested to the City. In the event any of said policies of insurance are cancelled, the Contractor shall, prior to the cancellation date, submit new evidence of insurance in conformance with Section 5.1 to the Contract Officer.

No work or services under this Agreement shall commence until the Contractor has provided the City with Certificates of Insurance, additional insured endorsement forms or appropriate insurance binders evidencing the above insurance coverages and said Certificates of Insurance or binders are approved by the City. City reserves the right to inspect complete, certified copies of and endorsements to all required insurance policies at any time. Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.

All certificates shall name the City as additional insured (providing the appropriate endorsement) and shall conform to the following “cancellation” notice:

CANCELLATION:
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SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE

CANCELLED BEFORE THE EXPIRATION DATED THEREOF,
THE ISSUING COMPANY SHALL MAIL THIRTY (30)-DAY

ADVANCE WRITTEN NOTICE TO CERTIFICATE HOLDER
NAMED HEREIN.
[to be initialed] ______________
Contractor Initials
City, its respective elected and appointed officers, directors, officials, employees, agents and volunteers are to be covered as additional insureds as respects: liability arising out of activities Contractor performs; products and completed operations of Contractor; premises owned, occupied or used by Contractor; or any automobiles owned, leased, hired or borrowed by Contractor. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, employees or volunteers. Contractor’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims. The Contractor agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Contractor may be held responsible for the payment of damages to any persons or property resulting from the Contractor’s activities or the activities of any person or persons for which the Contractor is otherwise responsible nor shall it limit the Contractor’s indemnification liabilities as provided in Section 5.3.

In the event the Contractorsubcontracts any portion of the work in compliance with Section

4.5 of this Agreement, the contract between the Contractor and such subcontractor shall require the subcontractor to maintain the same policies of insurance that the Contractor is required to maintain pursuant to Section 5.1, and such certificates and endorsements shall be provided to City.

5.3 Indemnification.

To the full extent permitted by law, Contractor agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Contractor, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Contractor is legally liable (“indemnitors”), or arising from Contractor’s or indemnitors’ reckless or willful misconduct, or arising from Contractor’s or indemnitors’ negligent performance 01004.0006/389802.1 7/5/2017
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of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Contractor will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorney’s fees incurred in connection therewith;
(b) Contractor will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Contractor hereunder; and Contractor agrees to save and hold the City, its officers, agents, and employees harmless therefrom;
(c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Contractor for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Contractor hereunder, Contractor agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorney’s fees.

Contractor shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Contractor shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Contractor in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Contractor and shall survive termination of this Agreement.

5.4 Sufficiency of Insurer.

Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated “A” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City (“Risk Manager”) due to unique circumstances. If this Agreement continues for more than 3 years duration, or in the event the risk manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Contractor agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager.
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ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Contractor shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Contractor’s business, custody of the books and records may be given to City, and access shall be provided by Contractor’s successor in interest. Notwithstanding the above, the Contractor shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

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

6.3 Ownership of Documents.

All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”), including any electronic documents and materials, prepared by Contractor, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City in a format of the City’s choice upon request of the Contract Officer or upon the termination of this Agreement, and Contractor shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Contractor will be at the City’s sole risk and without liability to Contractor, and Contractor’s guarantee and warranties shall not extend to such use, reuse or assignment. Contractor may retain copies of such documents for its own use. Contractor 01004.0006/389802.1 7/5/2017
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shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Contractor fails to secure such assignment, Contractor shall indemnify City for all damages resulting therefrom. Moreover, Contractor with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.

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

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Orange, State of California, or any other appropriate court in such county, and Contractor covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District 01004.0006/389802.1 7/5/2017
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Court, venue shall lie exclusively in the Central District of California, in the County of Orange, State of California.

7.2 Disputes; Default.

In the event that Contractor is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Contractor for any work performed after the date of default. Instead, the City may give notice to Contractor of the default and the reasons for the default. The notice shall include the timeframe in which Contractor may cure the default.

This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Contractor is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Contractor does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Contractor’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.

7.3 Retention of Funds.

Contractor hereby authorizes City to deduct from any amount payable to Contractor (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Contractor’s acts or omissions in performing or failing to perform Contractor’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Contractor, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Contractor to insure, indemnify, and protect City as elsewhere provided herein.

7.4 Waiver.

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

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

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

7.5 Rights and Remedies are Cumulative.

Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party 01004.0006/389802.1 7/5/2017
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of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.

7.6 Legal Action.

In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Contractor shall file a statutory claim pursuant to Government Code Sections 905 et. seq. and 910 et. seq., in order to pursue a legal action under this Agreement.

7.7 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon written notice to Contractor. In addition, the Contractor may terminate this Contract for cause, upon sixty (60) days’ advance written notice to City. Upon receipt of any notice of termination, Contractor shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Contractor has initiated termination, the Contractor shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Contractor has initiated termination, the Contractor shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2.

7.8 Termination for Default of Contractor.

If termination is due to the failure of the Contractor to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Contractor shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Contractor for the purpose of set-off or partial payment of the amounts owed the City as previously stated.

7.9 Attorney’s Fees.

If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs 01004.0006/389802.1 7/5/2017
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the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

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

8.2 Conflict of Interest.

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

8.3 Covenant Against Discrimination.

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

8.4 Unauthorized Aliens.

Contractor hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Contractor so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Contractor hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorney’s fees, incurred by City. 01004.0006/389802.1 7/5/2017
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ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Cypress, 5275 Orange Avenue, Cypress, California 90630 and in the case of the Contractor, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section.

9.2 Interpretation.

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

9.3 Counterparts.

This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument.

9.4 Integration; Amendment.

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

9.5 Severability.

In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless. 01004.0006/389802.1 7/5/2017
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9.6 Warranty & Representation of Non-Collusion.

No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5.

Nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financial interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation, including but not limited to the Political Reform Act (Government Code Sections 81000, et seq.)
Contractor warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Contractor further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Contractor is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Contractor’s Authorized Initials _______

9.7 Corporate Authority.

The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties. [SIGNATURES ON FOLLOWING PAGE]
01004.0006/389802.1 7/5/2017
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

City of Cypress, a municipal corporation
_____________________________________
Leo Medrano, Mayor
ATTEST:
____________________________________
Lisa A. Berglund, City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP
____________________________________
William Wynder, City Attorney
CONTRACTOR:
______________________________________
______________________________________
By:
___________________________________
Name:

Title:

By:
___________________________________
Name:

Title:

Address: ______________________________
______________________________
______________________________
Two corporate officer signatures required when Contractor is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. 01004.0006/389802.1 7/5/2017 A-1
EXHIBIT “A”

SCOPE OF SERVICES
A-1 SPECIFIC Requirements for Scope of SERVICES
A-1.1 Consultant shall provide professional plan checking services for compliance with all applicable codes, regulations, guidelines, and permits, on an On-Call, Task Order, Time and Material, Not-to-Exceed basis, to the City of Cypress, including the following:
• Subdivision Maps, Lot Line Adjustments, Easements
• Drainage/Storm Drains/Grading
• Streets
• Sewer
• Geotechnical
• Miscellaneous Engineering Review
Nothing in this contract shall preclude the City using other firms for certain items such as the Building Division’s consultant reviewing grading plans.

The plan checks shall be reviewed, approved, stamped, and signed by a qualified and licensed professional (civil engineer, surveyor, landscape architect - depending on the type of work) for the duration of the subject on-call contract.

Evaluations and reviews of Geotechnical, Surveying, Right-of-Way Boundary Surveys, Hydrology and Hydraulics Reports, Engineering Calculations, Preliminary Designs, Improvement Plans, Final Maps, Tentative Maps, Tract Maps, Parcel Maps, Engineering Details, Grading Plans, Estimates, Legal Descriptions, Exhibits, and Utility Drawings, and related services, for City of Cypress Public Works projects.

A-1.2 Prior to starting any work, Consultant shall submit a proposed, detailed Task Order scope of services, fee proposal, schedule, and over-all project estimate, to the Contract Officer for approval. No work shall begin until written approval by the Engineering Division.

A-1.3 Scope of Services and number of hours for each Task shall be upon mutual agreement by the City and the Consultant.

A-2 General Requirements for Scope of SERVICES
A-2.1 Invoices: The Consultant shall submit not more than one invoice a month and shall obtain a copy of the accounts payable schedule. The invoice will be in a format that is acceptable to Contract Officer and shall detail individual personnel who worked on the project, specific tasks performed, hours worked, billing rate, total costs, and previous billing history, percentage of work completed, percentage of dollars spent. The Consultant shall prepare invoices that show costs against each major milestone task. 01004.0006/389802.1 7/5/2017 A-2
The Consultant shall notify the Contract Officer when the cumulative compensation payable under any Task Order has reached 75% of the estimated not to exceed price. If at any time the Consultant has reason to believe that the total cost to the Authority for the performance of the Task Order will be greater or substantially less than the not to exceed estimate, the Consultant shall notify the City in writing to that effect and give its revised estimate of the total cost for the performance of the task Order. The notice shall state the estimated amount of additional funds required to continue performance for the remainder of the Task Order. In no event is the Consultant authorized to exceed the Task Order “not to exceed price” without prior written approval from the City.

A-2.2 Computer Files: At the conclusion of each Task Order, or mutually agreed milestones, the Consultant shall supply the City with a digital and editable copy of all files that are included in the hard copy submittal. The Consultant shall use or transfer files into the following formats: Word Processing: Microsoft Word, Spreadsheets: Microsoft Excel, Databases: Microsoft Access, GIS: ArcView, Drawings: AutoCAD and Adobe Acrobat Reader. All final plans shall be submitted electronically via a file-share cloud service approved by the City Engineer.

The City shall have the right to use, duplicate, modify or disclose the technical data and the information contained therein.

The Consultant agrees to provide any proprietary software or data used in conjunction with the project to the City, if requested, as long as the City pays for any additional licensing costs.

A-2.3 Key Personnel: The Consultant shall not reassign any personnel mentioned in the SOQ/Interview process unless under extraordinary circumstances. The Consultant shall secure the prior written approval of the City for any change or reassignment of the key personnel, submitting written documentation of the new individual’s qualification.

The Consultant’s project manager shall supervise and direct the services, and have overall responsibility for the services in accordance with the Consultant agreement and Scope of Work. The Consultant shall be solely responsible for implementation of all Consultants services, means, methods, techniques, sequences, and procedures and for coordination of all portions of the services.

All workers shall have sufficient skill and experience to perform the work assigned to them.

The City shall have the right, in its absolute discretion to require the removal of the Consultant’s personnel at any level assigned to the performance of the Services at no additional fee to the City, if the City considers such removal necessary and in its best interest and request such removal in writing. Further, an employee who is dismissed for any of the above reasons shall not be re-employed on this Contract.

A-2.4 UNAUTHORIZED WORK: Any services not required by the terms of the final scope of work or proposal that are performed without written authority from the Contract Officer, will be considered as unauthorized and at the sole expense of the Consultant. 01004.0006/389802.1 7/5/2017 A-3
Services so performed will not be paid for, and no extension in the period of performance shall be granted on account thereof.

A-2.5 AUDITS: The Consultant shall keep and maintain full and complete records and books of account of its costs and expenses relating to the performance of the Services, in accordance with generally accepted accounting practices. Such records and accounts shall permit the Consultant to furnish the City, upon written notice, an accurate written allocation of the costs to the various elements of the Services, as may be required by the Authority.

Upon reasonable advance written notice, the City or its representatives shall have the right to examine, any books, records, accounts, and other documents of the Consultant directly pertaining to costs when such costs are the basis of a claim or of reimbursement to the Consultant hereunder. The City will make reasonable efforts to assure that any such representative is not a competitor of the Consultant to which the disclosure of such cost information would have a detrimental effect on the Consultant’s business. The City shall notify the Consultant with the identity of any representative and the Consultant will have the right to verify that the representative is not a competitor prior to the audit. The Consultant shall keep and preserve all such books, records, accounts, and other documents for a period of at least three years after completion of the Services and Final Payment or if this Contract is terminated in whole or in part after the final termination agreement.

A-2.6 CONSULTANT’S INTERACTION WITH MEDIA AND THE PUBLIC: The Consultant shall refer all inquiries from the news media to the City. If the Consultant receives a complaint from a citizen or the community, the Consultant shall inform the Contract Officer what action was taken to alleviate the situation.

A-2.7 SUBCONSULTANTS/SUBCONSULTANT: The City reserves the right of prior approval of all Subconsultants and retains the right to request the Consultant to terminate any Subconsultant, for any reason deemed appropriate by the City, by so notifying the Consultant in writing. Should said notification be submitted to the Consultant, it shall terminate said Subconsultant immediately.

The City shall have no liability to any Subconsultant(s) for payment for services under this Contract or other work performed for Consultant. Any subcontract entered into by Consultant under the contract shall duly note that the responsibility for payment for the technical services or any other services performed shall be the sole responsibility of the Consultant.

A-2.8 Direct Expenses: It is expected that the Consultant has extensive knowledge and experience performing this type of work. The Consultant shall prepare a not to exceed budget for direct expenses and breakdown costs for services such as copying, blue prints, computer time, reproduction, delivery, and any other foreseeable expense not covered in the Consultant’s hourly rates. Therefore, the Consultant shall receive no additional compensation beyond that which is detailed in their budget.

A-2.9 Direction of Work: All performed work shall be reviewed, approved, stamped, and signed by a qualified and licensed California Professional Engineer who shall maintain a valid professional registration for the duration of the performance of work. 01004.0006/389802.1 7/5/2017 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
I. DELETE subsection 1.1 and REPLACE with the following:
“1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, the Contractor shall provide those on-call services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder. Consultant acknowledges and agrees that City has no obligation to utilize Consultant under this Agreement. As a material inducement to the City entering into this Agreement, Contractor represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Contractor shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein.

Contractor covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest professional standards” shall mean those standards of practice recognized by one or more first-class firms performing similar work under similar circumstances.”
II. DELETE subsection 1.8 and REPLACE with the following:
“1.8 Additional Services. City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in a particular Task Order, as defined in Exhibit “A,” or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Contractor, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Contractor. Any increase in compensation up to the amount authorized by the City Council (“Task Order Contingency”); or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Contractor that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Contractor hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Contractor anticipates and that Contractor shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other contractors. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.
01004.0006/389802.1 7/5/2017 B-2
II. DELETE subsection 2.1 and REPLACE with the following:
“2.1 Contract Sum. For on-call services rendered pursuant to this Agreement, the Contractor shall be compensated in accordance with the "Schedule of Compensation" attached hereto as Exhibit "C" and incorporated herein by this reference. For each Task Order, as defined in Exhibit “A,” Contractor shall provide a not-to-exceed Task Order amount as further described in Exhibit “A” (“Contract Sum”).” III. DELETE subsection 3.4 and REPLACE with the following:
“3.4 Term & Extended Term. Unless earlier terminated in accordance with Section 7.7 or

7.8 of this Agreement, this Agreement shall continue in full force and effect until completion of such services as may be requested by City from time-to-time, with an initial contract term from July 1, 2026 to June 30, 2029, except as otherwise provided in the Schedule of Performance. The City shall have the right but not the obligation, in its sole and unfettered discretion, to extend the initial term of this Agreement a maximum of two (2) extended terms of one (1) year. In order to do so, City shall, within ninety (90) calendar days prior to the expiration of the initial term, give Contractor written notice, in the form and manner allowed by this Agreement, of its intention to extend the initial term of this Agreement for one (1) extended term of one (1) additional year, which extension shall be according to the terms and conditions of this Agreement, unless the same is modified by the parties hereto in writing signed by the party to be charged.

At the expiration of the term of this Agreement, if the City requires additional time for the Services to be performed, as confirmed by City to Contractor in writing, this Agreement shall be extended on a month-to-month basis. In such instance, in the absence of a written communication from City to Contractor to the contrary, the term of this Agreement shall be subject to termination upon thirty (30) days prior notice by either party. Such monthto-month extension shall not be deemed a renewal of the full term or an extension for any further term. City shall pay Contractor the applicable monthly Compensation or the prorata Compensation amount, and the month-to-month term shall be subject to every other term, covenant and condition in this Agreement that is consistent with and not contrary to a month-to-month term.”
IV. The title of Article 5 shall read as follows:
“INSURANCE, INDEMNIFICATION, AND BONDS”
V. Section 5.1(d) shall be amended to read as follows:
“Professional Liability. Professional liability insurance in the amount not less than two million dollars ($2,000,000). This coverage may be written on a “claims made” basis, and must include coverage for contrdactual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to services performed under this Agreement. The insurance must be maintained for at least 5 consecutive years following the completion of Contractor’s services or the termination of this Agreement. During this additional 01004.0006/389802.1 7/5/2017 B-3
5-year period, Contractor shall annually and upon request of the City submit written evidence of this continuous coverage.”
VI. Section 5.5 shall be added as follows:
“Sufficiency of Insurer. Insurance required by this Agreement shall be satisfactory only if issued by companies qualified to do business in California, rated "A" or better in the most recent edition of Best’s Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the Risk Manager of the City due to unique circumstances. In the event the Risk Manager of City ("Risk Manager") determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Contractor agrees that the minimum limits of the insurance policies and the performance bond required by this Section 5 may be changed accordingly upon receipt of written notice from the Risk Manager; provided that the Contractor shall have the right to appeal a determination of increased coverage by the Risk Manager to the City Council of City within 10 days of receipt of notice from the Risk Manager.”
01004.0006/389802.1 7/5/2017 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Contractor’s fee shall be negotiated, for each Task Order, on a Time and Material, Not-toExceed basis, in accordance with the hourly rate schedule, attached hereto as Exhibit “C1”.

II. Hourly rates, set forth in Exhibit "C-1", may be modified upon approval of the Contract Officer and/or Director of Public Works. Requests for cost or rate increases, as set forth in Exhibit “C-1”, may be made on an annual (fiscal year) basis, and shall be: (1) based on the April CPI-U (Consumer Price Index for All Urban Consumers) for Los Angeles-Long Beach-Anaheim, CA; (2) approved by the Contract Officer; (3) not exceed 5% per year.

III. All Task Orders must be performed within the budgetary limits established for each project, unless authorized otherwise, in advance in writing, by the Contract Officer and/or the Director of Finance.

IV. All Task Orders shall be specified in writing, including, but not limited to, the Not-toExceed fee for services rendered.

V. An annual task order is authorized for up to the approved budgetary amount to start work upon execution of this contract and notice to proceed by the Contract Officer. The Contractor agrees not to seek any compensation from the City for any and all work performed and costs incurred in excess of the City’s approved budgetary amount. 01004.0006/389802.1 7/5/2017 C-2
EXHIBIT “C-1”

HOURLY RATE SCHEDULE

01004.0006/389802.1 7/5/2017 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
D-1 Specific work shall be implemented by means of Task Orders, issued in writing by the Contract Officer to the Contractor, including, but not limited to, a Not-to-Exceed fee for services rendered for each Task Order.

D-2 In the case of emergency work, Contractor shall be available to provide services within 48 hours, in response to issuance of a Task Order by the Contract Officer.

D-3 The Contractor shall provide a detailed schedule, in format approved by the Contract Officer, for each Task Order. No work shall be authorized unless the Contract Officer has first approved the schedule.

D-4 Contract shall commence on July 1, 2026.

Charles Abbott Associates, Inc.
27201 Puerta Real #220
Mission Viejo, CA 92691
Toll Free: (866) 530-4980
www.caa.inc

STATEMENT OF QUALIFICATIONS TO PROVIDE

ON-CALL PROFESSIONAL

PLAN CHECKING

CONTRACT SERVICES
City of Cypress
Public Works Department
Selection Committee
5275 Orange Avenue
Cypress, CA 90630
Due Date: March 27, 2026 by 3:00 P.M.

On-Call Professional Plan Checking Services 2
Table of Contents
Cover Letter...............................................................................................................................3 Firm Overview ...........................................................................................................................4 Understanding & Approach......................................................................................................6 Scope of Services .....................................................................................................................7 Relevant Experience .................................................................................................................9 Key Personnel .........................................................................................................................12 Project References..................................................................................................................28 Capacity & Availability............................................................................................................30 On-Call Professional Plan Checking Services 3
Charles Abbott Associates, Inc. (CAA) is pleased to submit our Statement of Qualifications to provide on-call professional plan checking services for the City of Cypress. Having provided engineering plan check services to the City of Cypress since 2008, we understand the City’s need for responsive, high-quality engineering support to supplement staff and ensure timely, code-compliant review of development and capital improvement projects. For over 41 years, CAA has partnered with municipalities throughout California and across the country to deliver timely, accurate, and cost-effective plan review services from entitlement through construction closeout. Our team is wellpositioned to provide the technical expertise, efficiency, and reliability the City requires.

CAA brings extensive experience supporting public agencies throughout California with plan checking services across streets, sewer, drainage, grading, subdivision mapping, and related civil engineering disciplines. Our team includes licensed professionals with deep familiarity in applicable state and local codes, and a proven track record of delivering thorough, consistent, and defensible reviews. We emphasize clear communication, practical comment resolution, and maintaining project schedules while upholding regulatory standards.

Our local office in Mission Viejo enables us to respond quickly to the City’s needs with a team of licensed engineers and technical professionals who meet or exceed the City’s requirements. We have extensive experience reviewing grading, utility, subdivision, hydrology and hydraulics, geotechnical, water quality, erosion control, and traffic-related improvements for jurisdictions of similar size and complexity.

CAA’s team of registered civil engineers, surveyors, and plan review specialists is well-versed in City, County, State, and Federal standards, including the Subdivision Map Act, Greenbook, ADA, Caltrans, and NPDES requirements.

We provide scalable staffing, rapid response times, and disciplined scope and budget management for each assignment. Each task is led by experienced reviewers and supported by a structured quality control process to ensure accuracy and consistency. We prioritize coordination with City staff and applicants to streamline the review process and minimize re-submittals.

We are confident that our qualifications, commitment to service, and familiarity with municipal processes make us a strong partner for the City of Cypress. We appreciate the opportunity to be considered and look forward to supporting the City’s engineering efforts.

Please feel free to contact Mike Podegracz at (949) 421-8447 should you have any questions or require additional information. Thank you for your consideration.

Sincerely,
Rusty R. Reed, PE, President
Charles Abbott Associates, Inc.
27201 Puerta Real, Suite 200
Mission Viejo, CA 92691
Tel: (866) 530-4980 | Email: [email protected]
Cover Letter
On-Call Professional Plan Checking Services 4
Company Name & Address:

Charles Abbott Associates, Inc. (CAA)
27201 Puerta Real, #200
Mission Viejo, CA 92691
(866) 530-4980
Primary Contact:

Mike Podegracz, PE
27201 Puerta Real, #200
Mission Viejo, CA 92691
(949) 421-8447
[email protected]
Entity Type: Corporation
Federal Tax ID: 33-00753899
Additional Locations:
20 Pointe North Drive, Suite 107
Cartersville, GA 30120
4704 Harlan St, Suite 684
Lakeside, CO 80212
8537 Stone Harbor
Las Vegas, NV 89145
Years of Relevant Experience: 42 (founded 1984)
Ownership Statement:

CAA is a privately-owned “S” corporation with a strong financial record since its inception in 1984. The firm is independently owned and operated by its principal officers, Sue Abbott and Rusty Reed. CAA has no parent company, subsidiaries, or external ownership interests, and all management and financial decisions are made internally by the corporation’s leadership.

Sub-Consultants:

CAA may utilize the following sub-consultant for the review of Soils and Geotechnical Reports:

GMU Geotechnical
Lisa Bates, PG, CEG, QSP, QSD
Director of Municipal Geotechnical and Engineering Services 30336 Esperanza
Rancho Santa Margarita, CA 92688
(714) 872-8288
[email protected]
Firm Overview
On-Call Professional Plan Checking Services 5
CAA offers the City of Cypress a proven, scalable solution for delivering high-quality, on-call plan checking services.

With over 41 years of municipal consulting experience, CAA has built a strong reputation for providing responsive, technically sound, and cost-effective plan review services that help agencies maintain project schedules and uphold regulatory standards.

CAA’s strength lies in our ability to function as a seamless extension of City staff. Our team includes licensed civil engineers, surveyors, and plan review specialists with extensive experience across streets, sewer, drainage, grading, subdivision mapping, hydrology and hydraulics, and geotechnical review. We are highly familiar with applicable codes and standards, including the Subdivision Map Act, Greenbook, ADA, Caltrans, and NPDES requirements, ensuring that all reviews are consistent, thorough, and defensible.

We understand the operational demands of an on-call, task order-based environment. CAA provides flexible staffing and rapid response capabilities, allowing the City to efficiently manage fluctuating workloads. Our structured QA/QC process ensures accuracy and consistency across all reviews, while our emphasis on clear, concise comments and proactive coordination helps reduce re-submittals and accelerate project delivery.

CAA’s local presence in Mission Viejo enables us to respond quickly to the City’s needs with experienced personnel who are familiar with Southern California agency practices. Our team has successfully supported jurisdictions of similar size and complexity, providing dependable service that enhances staff capacity without increasing administrative burden.

Key advantages of CAA include:
ü Proven municipal experience supporting California agencies for over four decades ü Responsive on-call support with scalable staffing and rapid turnaround times ü Comprehensive technical expertise across all required plan check disciplines ü Structured QA/QC processes to ensure consistent, high-quality reviews ü Strong coordination practices that streamline reviews and minimize re-submittals CAA is committed to delivering reliable, efficient, and high-quality plan checking services that align with the City of Cypress’s expectations. We look forward to the opportunity to support the City as a trusted on-call partner.

On-Call Professional Plan Checking Services 6
CAA understands that the City of Cypress requires an experienced and responsive consultant to provide on-call professional plan checking services that supplement City staff and ensure compliance with all applicable codes, regulations, guidelines, and permitting requirements. These services are essential to maintaining public safety, protecting infrastructure investments, and supporting timely delivery of both public and private development projects.

CAA recognizes that the City operates within a dynamic, task order-based environment where workloads can fluctuate based on development activity and capital improvement demands. The City seeks a technically competent and reliable partner capable of delivering consistent, high-quality reviews while maintaining responsiveness, clear communication, and accountability throughout each phase of the review process.

We understand that all plan check services must be performed, approved, and stamped by appropriately licensed professionals and must reflect a thorough understanding of City standards, regional requirements, and applicable State and Federal regulations. CAA is prepared to serve as a seamless extension of the City’s Engineering Division, providing dependable support across all required disciplines.

CAA’s approach is centered on accuracy, efficiency, accountability, and proactive communication. We will assign a dedicated Project Manager to serve as the City’s primary point of contact, supported by a team of licensed civil engineers, surveyors, and technical specialists with expertise in plan checking, grading, drainage, utilities, and mapping.

Under the City’s task order framework, CAA will:
ü Provide prompt response to new assignments and deliver clear scopes, schedules, and level-of-effort estimates
ü Perform comprehensive, disciplined plan reviews with a structured QA/QC process ü Coordinate closely with City staff to ensure consistency with City standards and expectations ü Provide clear, concise, and actionable review comments to facilitate efficient resubmittals ü Maintain flexibility to scale staffing levels based on workload demands All reviews will be conducted electronically whenever possible, with in-person coordination or field review provided as needed. Each deliverable will be reviewed and stamped by a licensed professional, ensuring compliance and accountability.

Understanding & Approach
On-Call Professional Plan Checking Services 7
CAA will perform plan checking services in accordance with the City of Cypress requirements. Our approach is outlined below:

Streets
CAA will review street improvement plans, including geometric design, horizontal and vertical alignments, pavement sections, striping, signage, and traffic control elements. We will verify compliance with City standards, Caltrans requirements (as applicable), and the Greenbook. Our team will ensure proper access, circulation, and safety considerations, including ADA compliance and intersection functionality.

Subdivision Maps, Lot Line Adjustments, and Easements
CAA’s licensed surveyors and engineers will review tentative, parcel, and final tract maps for compliance with the Subdivision Map Act, Land Surveyors Act, and City requirements. Reviews will include verification of survey closures, legal descriptions, title reports, easements, dedications, and boundary consistency. We will ensure all documents are accurate, internally consistent, and ready for approval.

Sewer
CAA will review sanitary sewer plans for alignment, sizing, capacity, slope, and constructability. We will verify conformance with City standards and regional agency requirements, ensuring proper connections, manhole placement, and system performance. Our review will also consider long-term maintenance and operational impacts.

Drainage / Storm Drains / Grading
CAA will perform detailed reviews of drainage, storm drain, and grading plans, including hydrology and hydraulic calculations. We will confirm compliance with City standards, Orange County Flood Control requirements (as applicable), and NPDES regulations. Reviews will include cross-checking drainage designs with geotechnical recommendations and ensuring proper integration with erosion control and water quality measures.

Geotechnical
CAA will review geotechnical reports and recommendations to ensure they are properly incorporated into grading and improvement plans. Our team will evaluate soil parameters, slope stability, foundation recommendations, and earthwork specifications to confirm consistency with proposed designs and compliance with applicable standards.

Miscellaneous Engineering Review
CAA will review a variety of supporting engineering documents, including hydrology and hydraulics reports, engineering calculations, utility plans, cost estimates, and technical studies. We will verify consistency across all documents, identify potential conflicts, and ensure that all elements of the project are coordinated and compliant with applicable requirements.

Scope of Services
On-Call Professional Plan Checking Services 8
Plan Review Turnaround Times
Each first plan review will be completed within ten (10) working days from plan pickup, and all subsequent reviews within five (5) working days. This ensures predictable turnaround, efficient coordination between disciplines, and timely delivery of clear, consolidated plan check comments. 1st Plan Check 10 Working Days
2nd Plan Check 5 Working Days
3rd Plan Check 1-5 Working Days
On-Call Professional Plan Checking Services 9
City of Lake Elsinore - On-Call Engineering Plan Check Services Project Overview
CAA currently provides on-call engineering plan check services to the City of Lake Elsinore, supporting the Engineering Department with timely, accurate, and code-compliant reviews of public and private development projects. This ongoing engagement demonstrates CAA’s ability to function as a seamless extension of City staff within a dynamic, task order-based environment.

Scope of Services
CAA performs comprehensive review of street and roadway improvements; sewer and utility systems; drainage, storm drain, and grading plans (including hydrology and hydraulics); geotechnical reports; traffic control, striping, and signing plans; parcel and tract maps; easements and legal documents; and water quality and erosion control measures. All submittals are reviewed for compliance with City standards and applicable local, state, and federal requirements.

Approach and Performance
CAA provides fully digital plan review services, allowing for efficient processing and clear communication with both City staff and applicants. Our team delivers initial plan check reviews within ten (10) working days of receipt, with subsequent reviews completed within five (5) working days. Review comments are provided in a clear, concise format, including detailed correction lists and redlined plans to facilitate efficient resubmittals and minimize project delays. When needed, CAA staff conducts site visits and coordinates directly with City personnel and design engineers to resolve technical issues and ensure alignment with City expectations.

Key Personnel
• Mike Podegracz, PE - Project Manager
• Danny Chow, PE - Senior Engineer
• Richard Pederson, PE - Senior Plan Review Engineer
• Jordan Koga, PE - Senior Environmental Plan Reviewer
• Rae Beimer, QSP - Senior Environmental Plan Reviewer
• Paula Pereira, PLS - Senior Surveyor
This multidisciplinary team brings expertise in civil engineering, environmental compliance, and land surveying, enabling CAA to provide thorough and coordinated reviews across all required disciplines.

Key Results
• Successfully supports on-call plan check services in a municipal environment • Demonstrates ability to manage fluctuating workloads with consistent turnaround times • Provides multidisciplinary review across all required engineering disciplines • Delivers clear, actionable comments that reduce resubmittals and improve efficiency Relevant Experience
On-Call Professional Plan Checking Services 10
Town of Apple Valley – Engineering Management and Plan Check Services Project Overview
CAA serves as the Town Engineer for the Town of Apple Valley, providing onsite management of the Engineering Department as well as comprehensive plan check services for public and private development projects. This longstanding engagement demonstrates CAA’s ability to integrate fully with municipal staff, manage engineering operations, and deliver consistent, high-quality plan review services across all project phases.

Scope of Services
CAA performs comprehensive review of capital improvement projects and private development plans, including street and storm drain improvements; hydrology and hydraulics studies; geotechnical reports; grading and erosion control plans; construction detour and traffic control plans; striping and signing plans; parcel and tract maps; easements and legal documents; and water quality management plans. CAA also reviews and updates the Town’s standard plans and specifications to ensure alignment with current regulations and best practices. All submittals are evaluated for compliance with applicable local, state, and federal requirements.

Approach and Performance
CAA provides both onsite and remote digital plan review services, ensuring flexibility and efficiency. Initial plan check reviews are completed within ten (10) working days, with resubmittals reviewed within five (5) working days. CAA staff are engaged from project initiation through Development Review Committee coordination and into construction, ensuring continuity and consistency. Our team works closely with Planning and Building & Safety staff to align review comments across departments. Review comments include clear correction lists and redlined plans, and CAA regularly coordinates with design engineers and contractors to resolve technical issues and maintain project schedules.

Key Personnel
• Richard Pederson, PE - Town Engineer/Project Manager
• Dirk Lovett, PE - Senior Engineer
• Danny Chow, PE - Senior Engineer
• Jordan Koga, PE - Project Engineer
• Rae Beimer, QSP - Senior Environmental Plan Reviewer
• Paula Pereira, PLS - Senior Surveyor
Key Results
• Full-service municipal engineering support, including department management and plan check services • Consistent turnaround times across a high volume of public and private projects • Integrated coordination with multiple City departments to streamline project delivery • Long-term partnership demonstrating reliability, responsiveness, and technical expertise On-Call Professional Plan Checking Services 11
City of Moreno Valley – On-Call Engineering Plan Check Services Project Overview
CAA provides on-call plan check services to the City of Moreno Valley in support of private development projects, including residential subdivisions, commercial centers, and large industrial facilities. Our role is to assist the City in managing development activity by delivering timely, technically sound reviews that ensure compliance with applicable standards and facilitate efficient project processing.

Scope of Services
CAA reviews a broad range of development-related submittals, including street and storm drain improvements; grading plans; hydrology and hydraulics analyses; geotechnical reports; traffic control, striping, and signing plans; subdivision maps; easement documents; and water quality management plans. Each submittal is evaluated for completeness, constructability, and consistency with City requirements and governing regulations.

Approach and Performance
CAA utilizes digital plan review tools to streamline submittal tracking, review, and comment delivery. Our team consistently completes initial reviews within ten (10) working days and follow-up reviews within five (5) working days. We focus on providing clear, well-organized comments that help applicants address issues efficiently and reduce review cycles. CAA staff maintains regular coordination with City personnel and works directly with design teams to clarify requirements and resolve technical challenges. Site visits are conducted when necessary to support accurate and practical review outcomes.

Key Personnel
• Mike Podegracz, PE - Project Manager
• Danny Chow, PE - Senior Engineer
• Richard Pederson, PE – Senior Plan Check Engineer
• Jordan Koga, PE – Environmental Plan Reviewer
• Rae Beimer, QSP - Senior Environmental Plan Reviewer
• Paula Pereira, PLS - Senior Surveyor
Key Results
• Effective support of private development plan review across multiple project types and scales • Reliable turnaround times that support the City’s development review process • Thorough and coordinated multidisciplinary reviews
• Improved review efficiency through clear, actionable plan check comments On-Call Professional Plan Checking Services 12
Maintaining high quality services is what has made CAA as successful as we are today. We understand that having experienced and qualified personnel is a fundamental requirement of being able to deliver quality service to our clients, and we place considerable effort in attracting and retaining our highly trained staff.

The CAA project team includes highly qualified personnel with proven municipal experience. Key personnel will be available for the duration of the contract and will not be replaced without the City's prior written consent.

Ø Dirk Lovett, PE, is the Project Manager selected to work as the day-to-day contact with the City. He has over 38 years of municipal engineering experience and has served as City Engineer, Assisting City Engineer and Public Works Director for various cities in Southern California. Mr. Lovett will ensure that our policies, procedures, and manpower will provide the level of service the City desires. He will supervise the project and maintain continuous communication with the City to ensure the City is 100% satisfied with our staff, our turnaround times, the quality of our work, and the overall teamwork between our staff and yours.

Ø Danny Chow, PE, QSD will serve as Senior Engineer and has over 38 years of experience in management, planning, review, design, and construction of civil engineering projects.

Ø Mike Podegracz, PE will also serve as Senior Engineer and has over 43 years of engineering experience, including Public Works oversight, preparing plans, specifications and estimates for road improvement projects; administering the Capital Improvement Program; preparing hydraulic and hydrology design and analysis for drainage improvements; implementing Pavement Management Programs; performing traffic studies for roadways; and reviewing, analyzing, and making recommendations on land development projects
Ø Richard Pederson, PE will serve as Senior Engineer and has over 38 years of experience with CAA covering all aspects of City Engineering, Traffic Engineering, Planning, Public Works, and Capital Improvement Programs for municipal clients.

Ø Jordan Koga, PE, QSP will assist as Senior Environmental Plan Reviewer. He possesses a wide range of National Pollutant Discharge Elimination System (NPDES) experience.

Ø Paula Pereira, PLS, has over 26 years of professional experience and will serve as Senior Surveyor and provide parcel and tract map checking services.

Ø Lisa Bates, PG, CEG, QSP, QSD with GMU Geotechnical will provide review of soils and geotechnical reports as needed.

An Organizational Chart as well as SF 330-style resumes have been provided on the following pages.

Key Personnel
On-Call Professional Plan Checking Services 13

5. NAME OF FIRM

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

ARCHITECT - ENGINEER QUALIFICATIONS
A. CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)

2. PUBLIC NOTICE DATE 3. SOLICITATION OR PROJECT NUMBER B. ARCHITECT-ENGINEER POINT OF CONTACT
C. PROPOSED TEAM
(Complete this section for the prime contractor and all key subcontractors.)

4. NAME AND TITLE

6. TELEPHONE NUMBER 7. FAX NUMBER 8. E-MAIL ADDRESS
(Check) PRIME J-V PARTNER SUBCONTRACTOR

9. FIRM NAME 10. ADDRESS 11. ROLE IN THIS CONTRACT
a.
b.
c.
d.
e.
f.

STANDARD FORM 330 (REV. 3/2013) PAGE 1
D. ORGANIZATIONAL CHART OF PROPOSED TEAM (Attached)

CHECK IF BRANCH OFFICE

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AUTHORIZED FOR LOCAL REPRODUCTION
On-Call Professional Plan Checking Contract Services for the City of Cypress, CA 03/05/2026 On-Call Professional Plan Checking Contract Services Mike Podegracz, PE, Director of Special Projects
Charles Abbott Associates, Inc. (CAA)
(949) 421-8447 (949) 367-2852 [email protected]
X Charles Abbott Associates, Inc. (CAA) 27201 Puerta Real, #200 Mission Viejo, CA 92691
Prime for Engineering Plan Reviews
X
X GMU Geotechnical 30336 Esperanza
Rancho Santa Margarita, CA 92688
Sub for review of soils and geotechnical
reports

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
a.
b.
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(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

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(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Mike Podegracz, PE Primary Contact 44
Charles Abbott Associates, Inc. (CAA), Mission Viejo, CA B.S., Civil Engineering, Loyola Marymount
University, Los Angeles Licensed Civil Engineer, CA (C33445) California Disaster Service Worker ID 80622
He currently serves as Project Manager for the City of Yucaipa's Wildwood Canyon Road Freeway Interchange at Interstate 10 Project Approval and Ennvironmental Document.

X
Previously, he served over 10 years as City Manager for Hesperia, directing and overseeing all City departments, including Planning, Building and Safety, Engineering, Code Enforcement, Animal Control, Public Works (streets, storm drain, water, sewer), Finance, and Community Relations. Prior to serving as City Manager, he held the role of Development Services Director for 5 years.

Project Manager, City of Yucaipa, CA Ongoing N/A
Project Manager, City of Twentynine Palms, CA Ongoing N/A Mr. Podegracz also manages a mixed-use commercial / residential development for the City of Twentynine Palms
X
City Manager, City of Hesperia, CA
Earlier in his career, Mr. Podegracz provided 22 years of consulting to cities, counties, special districts, and the federal government. He worked on the planning, design, and construction management of municipal infrastructure, including roadway improvements (overlays, reconstruction, curbs, sidewalks, landscaping, lighting), storm drains (box culverts, channels, pipelines), water systems (pipelines, booster stations, wells, reservoirs), and wastewater systems (pipelines, lift stations).

Vice President and Project Manager, So & Associates Engineers, Inc.

Project Engineer, Brockmeier Consulting Engineers.
10 2015
2000

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
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(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

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(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Dirk Lovett, PE Project Manager 38+
Charles Abbott Associates, Inc. (CAA), Mission Viejo, CA B.S., Civil Engineering Licensed Civil Engineer, CA
Project Manager, City of Hidden Hills, CA 2025
As a Project Manager, he oversaw the City Engineering and Public Works functions including street maintenance and construction for the City of Hidden Hills.

X
Project Manager, City of Chino, CA
X
Served as Project Manager for the Chino East Valley Developer’s group project, a 947-acre residential development for 7 separate developers in Chino, CA: Included planning, design, and managing the construction of all infrastructure improvements to support a residential development, which included a water system, sewer system, street improvements, storm drain facilities and other utilities’ improvements.

Project Manager, City of Moorpark, CA
X
Responsible for map review and improvement plans, as well as design, administration, scheduling, and inspection of street maintenance and Capital Improvement projects for the Cities of Moorpark and Hidden Hills 38 2010
ongoing

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
a.
b.
c.
d.
(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

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(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Danny Chow, PE Senior Engineer 38+
Charles Abbott Associates, Inc. (CAA), Mission Viejo, CA M.S., Civil Engineering, California State University, Fullerton B.S., Electrical Engineering, California State University, Fullerton Civil Engineer: California, Nevada, Oregon,
Washington, Georgia, Texas, and Montana
Qualified SWPPP Developer (QSD), Qualified SWPPP Practitioner (QSP) Level 2 Certification for Erosion Control
Plan Design and Review
21 Project Manager for various agencies ongoing
X
Mr. Chow has been in charge of and managed numerous CIP projects from funding, design, bidding, and construction through completion for several agencies as project manager. His past experience includes street maintenance and rehabilitation, street widening, flood control and storm drains, parking facilities, public transportation facilities, parks and recreations, and other CIP projects, as well as coordination with local, state, and federal agencies.

Mr. Chow provides civil reviews for numerous projects in California, Nevada, Georgia, and Texas. His review experience ranges from grading plans, street improvement plans, drainage plans, hydrology and hydraulics, water plans, sewer plans, NPDES, engineering reports of various types, as well as assessment districts.

X
Senior Engineer for various agencies ongoing

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
a.
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c.
d.
(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

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(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Richard Pederson, PE Senior Engineer 38+
Charles Abbott Associates, Inc. (CAA), Mission Viejo, CA 37 B.S., Civil Engineering, Brigham Young University Civil Engineer: California Project Manager Ongoing
Mr. Pederson oversees the Engineering Department for the Town of Apple Valley and the City of Twentynine Palms. In his role, he regularly meets with developers and engineers, provides plan review of site improvement plans inclduign streets, water, sewer, storm drain and grading.

Mr. Pederson is well versed in local, state, and federal guidelines and requirements.

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
a.
b.
c.
d.
(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

Check if project performed with current firm
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(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Jordan Koga, PE, QSP Senior Environmental Plan Reviewer Charles Abbott Associates, Inc. (CAA), Mission Viejo, CA 5+ 5+
B.S., Environmental Engineering, University of California, Riverside Civil Engineer: CA CESSWI

QSD/QSP
City of Moreno Valley, NPDES Permit Program Management and Project Engineer Mr. Koga assists in administering and implementing the City's Stormwater program for compliance with all aspects of the Riverside County Municipal Stormwater Permit, including development plan reviews. He is also assigned to oversee land development projects, including overseeing plan review by outside consultants and coordinating with developer and City inspectors. ongoing
X
Town of Apple Valley, NPDES Permit Program Management Services ongoing X
Mr. Koga assists in administering and implementing the Town's Stormwater program compliance with all aspects of the Phase Il Permit, including development plan reviews.

City of Yucaipa Development Plan Review Services ongoing X
Mr. Koga performs development plan review services to the City in compliance with the San Bernardino County Municipal Stormwater Permit.

Cities of Lake Elsinore, Los Alamitos, and Cypress Development Plan Review Services ongoing X
Mr. Koga performs development plan review and post construction BMP inspection services for these cities in compliance with the Santa Ana Municipal Stormwater Permit.

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
a.
b.
c.
d.
(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Paula Pereira, PLS Senior Surveyor 26+ 13
Charles Abbott Associates, Inc. (CAA), Mission Viejo, CA B.S., Surveying Engineering - University of Porto, Portugal, 1997 Licensed Land Surveyor 8493
Land Surveyors Association, 12182
Portuguese Board of Engineers, 38970
Professional Land Surveyor ongoing
X
Ms. Pereira performs surveying plan reviews of residential and commercial projects for multiple agencies in Los Angeles, Riverside, Orange, Ventura, and San Bernardino Counties.

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
a.
b.
c.
d.
(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Lisa Bates, PG, CEG, QSP, QSD Soils and Geotechnical Reports Review 29+ B.S., Geological Sciences, University of California, Santa Barbara Summer Field Studies, Oregon State University
GMU Geotechnical
Certified Engineering Geologist, State of California
Professional Geologist, State of California
Qualified SWPPP Practitioner, State of California
Qualified SWPPP Designer, State of California
Geotechnical Consultant, Rancho Santa Margarita, CA ongoing X
Ms. Bates provides third-party development reviews and geotechnical investigation and design.

Ms. Bates provides Development Reviews (Building, Grading, and Planning/Entitlement), Geotechnical Investigation and Design, Construction Observation, Emergency Services (Landslides, Public Safety, “Red Tagging”, etc.), Geotechnical Monitoring, and Public Works Geotechnical Review.

Geotechnical Consultant, Laguna Niguel, CA ongoing
X
Ms. Bates provides Development Reviews (Building, Grading, and Planning/Entitlement), Geotechnical Investigation and Design, Construction Observation, Emergency Services (Landslides, Public Safety, etc.), and Geotechnical Monitoring.

Geotechnical Consultant, Chino Hills, CA ongoing
X
Ms. Bates provides Development Reviews (Building, Grading, and Planning/Entitlement) as well as Geotechnical Investigation and Design.

Geotechnical Consultant, Laguna Hills, CA ongoing
X
Ms. Bates provides Geotechnical Investigation and Design, Construction Observation, Emergency Services (Slope Failures, Blufftop Failures, Public Safety, etc.), and Geotechnical Monitoring.

Geotechnical Consultant, Dana Point, CA ongoing
X
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S

QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.

Complete one Section F for each project.)
a. PROJECT OWNER

21. TITLE AND LOCATION (City and State)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

20. EXAMPLE PROJECT KEY
NUMBER
a.
b.
c.
d.
e.
f.
(1) FIRM NAME (2) FIRM LOCATION (City and State)
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE STANDARD FORM 330 (REV. 3/2013) PAGE 3
(3) ROLE
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. POINT OF CONTACT NAME

23. PROJECT OWNER'S INFORMATION
c. POINT OF CONTACT TELEPHONE NUMBER
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE

22. YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2 Engineering Management and Plan Check Services, Town of Apple Valley ongoing Town of Apple Valley Guy Eisenbrey (760) 240-7000
CAA serves as the Town Engineer for the Town of Apple Valley, providing onsite management of the Engineering Department as well as comprehensive plan check services for public and private development projects. CAA performs comprehensive review of capital improvement projects and private development plans, including street and storm drain improvements; hydrology and hydraulics studies; geotechnical reports; grading and erosion control plans; construction detour and traffic control plans; striping and signing plans; parcel and tract maps; easements and legal documents; and water quality management plans Charles Abbott Associates, Inc. (CAA) Mission Viejo, CA Civil engineering, building & safety, plan check
and inspection services
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S

QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.

Complete one Section F for each project.)
a. PROJECT OWNER

21. TITLE AND LOCATION (City and State)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

20. EXAMPLE PROJECT KEY
NUMBER
a.
b.
c.
d.
e.
f.
(1) FIRM NAME (2) FIRM LOCATION (City and State)
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE STANDARD FORM 330 (REV. 3/2013) PAGE 3
(3) ROLE
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. POINT OF CONTACT NAME

23. PROJECT OWNER'S INFORMATION
c. POINT OF CONTACT TELEPHONE NUMBER
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE

22. YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
Engineering Plan Check Services, City of Lake Elsinore
1 ongoing
City of Lake Elsinore Yu Tagai, P.E. (951) 674-31246
CAA performs comprehensive review of street and roadway improvements; sewer and utility systems; drainage, storm drain, and grading plans (including hydrology and hydraulics); geotechnical reports; traffic control, striping, and signing plans; parcel and tract maps; easements and legal documents; and water quality and erosion control measures.

Charles Abbott Associates, Inc. (CAA) Mission Viejo, CA Engineering Plan Check Services F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S

QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.

Complete one Section F for each project.)
a. PROJECT OWNER

21. TITLE AND LOCATION (City and State)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

20. EXAMPLE PROJECT KEY
NUMBER
a.
b.
c.
d.
e.
f.
(1) FIRM NAME (2) FIRM LOCATION (City and State)
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE STANDARD FORM 330 (REV. 3/2013) PAGE 3
(3) ROLE
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. POINT OF CONTACT NAME

23. PROJECT OWNER'S INFORMATION
c. POINT OF CONTACT TELEPHONE NUMBER
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE

22. YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
Engineering Plan Check Services, City of Moreno Valley
3 ongoing
City of Moreno Valley Michael D. Lloyd, P.E. (951) 413-3146 Charles Abbott Associates, Inc. (CAA) Mission Viejo, CA Engineering Plan Check Services CAA provides on-call plan check services to the City of Moreno Valley in support of private development projects, including residential subdivisions, commercial centers, and large industrial facilities. CAA reviews a broad range of development-related submittals, including street and storm drain improvements; grading plans; hydrology and hydraulics analyses; geotechnical reports; traffic control, striping, and signing plans; subdivision maps; easement documents; and water quality management plans.

TITLE OF EXAMPLE PROJECT (FROM SECTION F)
G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS
1 2
3 4
5 6
7 8
9 10
STANDARD FORM 330 (REV. 3/2013) PAGE 4

26. NAMES OF KEY

PERSONNEL
(From Section E, Block 12)

27. ROLE IN THIS

CONTRACT
(From Section E, Block 13)
1 2 3 4 5 6 7 8 9 10

29. EXAMPLE PROJECTS KEY
NO. TITLE OF EXAMPLE PROJECT (FROM SECTION F) NO.

28. EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in "Example Projects Key" section below before completing table.

Place "X" under project key number for participation in same or similar role.) Mike Podegracz, PE Primary Contact
Lake Elsinore, CA
Apple Valley, CA
Moreno Valley, CA
Dirk Lovett, PE Project Manager
Danny Chow, PE, QSD Senior Engineer
Richard Pederson, PE
Jordan Koga, PE, QSP
Paula Pereira, PLS
Lisa Bates, PG, CEG, QSP, QSD
Senior Engineer
Senior Environmental Plan Reviewer
Senior Surveyor
Soils and geotechnical reviews
X X X
X X
X X X
X
X X X
X X X
X X
H. ADDITIONAL INFORMATION

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

I. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

31. SIGNATURE 32. DATE

33. NAME AND TITLE
STANDARD FORM 330 (REV. 3/2013) PAGE 5
Please see Statement of Qualifications for the organizational chart of the proposed team.

Rusty R. Reed, President
03/23/2026

PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.) a. SIGNATURE

ARCHITECT-ENGINEER QUALIFICATIONS
2a. FIRM (OR BRANCH OFFICE) NAME
2b. STREET
2c. CITY 2d. STATE 2e. ZIP CODE

3. YEAR ESTABLISHED 4. DUNS NUMBER

5. OWNERSHIP
b. Discipline c. No. of Employees

10. PROFILE OF FIRM'S EXPERIENCE
AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS
b. Experience
c. Revenue Index
Number
(see below)
STANDARD FORM 330 (REV. 3/2013) PAGE 6

1. SOLICITATION NUMBER (If any)
8a. FORMER FIRM NAME(S) (If any) 8b. YR. ESTABLISHED

9. EMPLOYEES BY DISCIPLINE
Total
(1) FIRM (2) BRANCH

1. Less than $100,000

2. $100,00 to less than $250,000

3. $250,000 to less than $500,000

4. $500,000 to less than $1 million

5. $1 million to less than $2 million

11. ANNUAL AVERAGE PROFESSIONAL

SERVICES REVENUES OF FIRM
FOR LAST 3 YEARS
(Insert revenue index number shown at right)

7. NAME OF FIRM (If block 2a is a branch office)
6a. POINT OF CONTACT NAME AND TITLE
6c. E-MAIL ADDRESS
8c. DUNS NUMBER
a. Federal Work
b. Non-Federal Work
c. Total Work

12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.
b. DATE
c. NAME AND TITLE
a. Function
Code
a. Profile
Code
6b. TELEPHONE NUMBER
a. TYPE
b. SMALL BUSINESS STATUS

PROFESSIONAL SERVICES REVENUE INDEX NUMBER

6. $2 million to less than $5 million

7. $5 million to less than $10 million

8. $10 million to less than $25 million

9. $25 million to less than $50 million

10. $50 million or greater
Other Employees

AUTHORIZED FOR LOCAL REPRODUCTION
Charles Abbott Associates, Inc. (CAA)
on-call professional plan checking services
27201 Puerta Real, #200
Mission Viejo CA 92691
1984 152065736
Corporation
N/A
Mike Podegracz, PE, Director of Special Projects
(949) 421-8447 [email protected]

N/A N/A N/A
Charles Abbott Associates, Inc. (CAA)
01 Administrative 41
12 Civil Engineer 15
23 Environmental Engineer 01
24 Environmental Scientist 03
48 Project Manager 15
57 Structural Engineer 02
132
209
W02 Water Resources; Hydrology; Ground Water 9.

H09 Hospital & Medical Facilities 9.

H10 Hotels; Motels 9.

H11 Housing 9.

I01 Industrial Buildings; Manufacturing Plants 9.

O01 Office Buildings; Industrial Parks 9.

N/A

9. 9.

Rusty R. Reed, President
03/23/2026
On-Call Professional Plan Checking Services 28
CAA exclusively serves public agencies and has provided high quality, responsive, cost-effective, and customer-oriented services for over 41 years.

The following contains a list of California projects with a similar scope of work.

1. Client’s Company Name: Town of Apple Valley
Client Address: 14955 Dale Evans Parkway, Apple Valley, CA 92307 Contact’s Name: Guy Eisenbrey
Contact’s Title: Town Manager
Contact’s Telephone: (760) 240-7000
Contact’s Email: [email protected]
Scope of Services: Civil engineering, building & safety, plan check and inspection services Project Completion Date: 1990 - ongoing

2. Client’s Company Name: City of Yucaipa
Client Address: 34272 Yucaipa Boulevard, Yucaipa, CA 92399 Contact’s Name: Fermin Preciado
Contact’s Title: Director of Development Services/City Engineer Contact’s Telephone: (909) 797-2489
Contact’s Email: [email protected]
Scope of Services: Civil engineering support, plan check, building & safety, and Fire Marshall services
Project Completion Date: 1993 - ongoing

3. Client’s Company Name: City of Twentynine Palms
Client Address: 6136 Adobe Road, Twentynine Palms, CA 92277 Contact’s Name: Stone James
Contact’s Title: City Manager
Contact’s Telephone: (760) 367-6799
Contact’s Email: [email protected]
Scope of Services: Civil engineering, plan check, and building & safety services Project Completion Date: 1993 - ongoing

4. Client’s Company Name: City of Aliso Viejo
Client Address: 12 Journey, Suite 100, Aliso Viejo, CA 92656 Contact’s Name: Shaun Pelletier
Contact’s Title: City Engineer
Contact’s Telephone: (949) 425-2530
Contact’s Email: [email protected]
Scope of Services: Civil engineering, plan check, and building & safety services Project References
On-Call Professional Plan Checking Services 29
Project Completion Date: 2002 - ongoing

5. Client’s Company Name: City of Cypress
Client Address: 5257 Orange Avenue, Cypress, CA 90630
Contact’s Name: Douglas Dancs
Contact’s Title: Director of Public Works
Contact’s Telephone: (714) 229-6752
Contact’s Email: [email protected]
Scope of Services: Engineering plan check services
Project Completion Date: 2008 - ongoing

6. Client’s Company Name: City of Moreno Valley
Client Address: 14177 Frederick Street, Moreno Valley CA, 92552 Contact’s Name: Michael D. Lloyd, P.E.

Contact’s Title: Engineering Division Manager/Assist. City Eng.

Contact’s Telephone: (951) 413-3146
Contact’s Email: [email protected]
Scope of Services: Engineering plan check services
Project Completion Date: 2019 - ongoing

7. Client’s Company Name: City of Lake Elsinore
Client Address: 130 Main Street, Lake Elsinore, CA 92530 Contact’s Name: Yu Tagai, P.E.

Contact’s Title: City Engineer
Contact’s Telephone: (951) 674-31246
Contact’s Email: [email protected]
Scope of Services: Engineering plan check services
Project Completion Date: 2020 - ongoing
On-Call Professional Plan Checking Services 30
CAA has the organizational capacity, staffing depth, and operational flexibility to provide responsive, high-quality on-call plan checking services to the City of Cypress. Our team includes a robust group of licensed civil engineers, surveyors, and technical specialists with extensive experience in municipal plan review across all required disciplines, including streets, sewer, drainage, grading, subdivision mapping, and geotechnical review.

CAA will assign a dedicated Project Manager as the City’s primary point of contact, supported by a core team of experienced reviewers familiar with City standards and regional requirements. In addition, CAA maintains a broader bench of qualified professionals who can be deployed as needed to address fluctuations in workload, ensuring continuity of service without delays.

We are available to begin work immediately upon contract execution and can respond promptly to new task orders.

CAA’s team is structured to support multiple concurrent assignments while maintaining consistent quality and turnaround times. Based on project complexity, we typically provide initial plan reviews within 10 business days, with expedited turnaround available for smaller or priority assignments. Resubmittal reviews are generally completed within shorter timeframes to support efficient project progression.

CAA understands the importance of responsiveness in an on-call environment. We are committed to meeting or exceeding the City’s expectations for timely service, including the ability to respond to urgent or emergency requests within 48 hours or less. Our Project Manager maintains regular communication with City staff to ensure alignment on priorities, workload distribution, and scheduling.

Our internal workload management practices ensure that resources are allocated effectively across all active assignments while maintaining a high level of service to each client. CAA’s scalable staffing model allows us to quickly adjust to changing demands, providing the City of Cypress with reliable support during both routine operations and peak development periods.

CAA is committed to being a dependable and responsive partner, providing the capacity and availability necessary to support the City’s engineering operations efficiently and effectively.

Capacity & Availability
Statement of Qualifications

ON-CALL

PROFESSIONAL PLAN CHECKING

CONTRACT SERVICES
Submitted By
TRANSTECH Engineers, Inc.

Contact Person for this Proposal:

Okan Demirci, PE, QSD, QSP, Principal Project Manager
E: [email protected]
C: 714-319-6137
www.transtech.org
855.595.2495 (toll-free)
Submitted To
City of CYPRESS
Submitted on PlanetBids
www.transtech.org
About Transtech Video Highlight:

CLICK HERE
March 27, 2026
City of Cypress
Statement of Qualifications

ON-CALL PROFESSIONAL PLAN CHECKING CONTRACT SERVICES
Transtech is pleased to submit this SOQ for the subject services.

Established in 1989, Transtech (a California Corporation) is a multi-disciplinary engineering consulting firm. Transtech has been in business for over 36 years and is providing municipal services to approximately 90 public agencies.

Our service capabilities include:
• City Engineer, City Traffic Engineer, Development Review, Public Works Engineering, Plan Check, Inspection
• Civil Engineering
• Staff Augmentation
• CIP Program/Construction Management and Inspection
• Grant Writing and Federally Funded Project Management • Labor Compliance, CDBG Project Management
• Building & Safety Services, Building Inspection,
Plan Check, Building Evaluations, City Building
Official, Code Enforcement
• Planning Support
• Traffic and Transportation Planning and
Engineering
• Water Resources Engineering
• Surveying, Mapping, ALTA, ROW Eng
Following is a partial list of Agencies where we are providing similar Plan Checking services:
• City of Alhambra - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Azusa - Services Provided: Building & Safety, Plan Check, Inspection • City of Buena Park - Services Provided: Development Plan Check, Staff Augmentation • City of Commerce - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Cudahy - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Glendora - Services Provided: City Engineering, Traffic Engineering; Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of Hermosa Beach - Services Provided: Building & Safety, Plan Check, Inspection • City of Hidden Hills - City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of Lynwood - City Engineering, Traffic Engineering; Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of Maywood - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Montebello - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Monterey Park - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Ontario - Services Provided: CIP Management/Construction Management, Development Plan Check, Building & Safety, Plan Check, Inspection
• City of Pasadena - Services Provided: Building & Safety, Plan Check, Inspection • City of Rancho Palos Verdes - Services Provided: Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation Statement of Qualifications

ON-CALL PROFESSIONAL PLAN CHECKING CONTRACT SERVICES
• City of Rialto - Services Provided: As-needed Traffic Engineering, Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of Rosemead - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Santa Fe Springs - Services Provided: Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of South El Monte - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Temple City - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Upland - Services Provided: As-needed Plan Check, Inspection • City of Victorville - Services Provided: As-needed Plan Check, Construction Management, Inspection • City of West Covina - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation Transtech’s Plan Check and Inspection Capacity in numbers:
• In 2025, In 2025, our building and safety staff processed and reviewed approx. 12,000 individual projects with 79,000 documents and performed approx. 36,000 inspections.
• We maintain and manage electronic plan submittal portals for over 30 agencies.

Transtech has a large pool of well experienced staff and resources readily available to provide requested services, and respond to requests in a timely, efficient, and cost-effective manner. Our staff and resources include approximately 250 professionals, including plan checkers, inspectors, permit technicians, engineers, traffic and transportation analysts, project managers, construction managers, technicians, support personnel.

Thank you for the opportunity to submit this SOQ.

Should you have any questions, or require additional information, please contact the undersigned.

Sincerely,
Okan Demirci, PE, QSD/P, Principal Project Manager Ahmad Ansari, PE, Contract Principal C: 714-319-6137; E: [email protected] C: 949-702-5612; E: [email protected] Table of Contents

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Section Page

1. Form 330 (required by the RFP) 1

2. Additional Information 12
A. COMPANY PROFILE 12
B. STAFF QUALIFICATIONS/LICENSES AND RESUMES 13
C. SIMILAR EXPERIENCE 19
D. REFERENCES 20
E. APPROACH, METHODOLOGY, QUALITY CONTROL 22
F. INSURANCE 27
Statement of Qualifications 1

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES

1. Form 330 (required by the RFP)

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES 3/11/2026 N/A
Okan Demirci, PE, QSD/P, Principal Project Manager
Transtech Engineers, Inc.

C: 714-319-6137 E: [email protected]
X Transtech Engineers, Inc. 13367 Benson Ave, Chino, CA 91710 Prime Consultant Statement of Qualifications 2

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Ahmad Ansari, PE Contract Principal
35 10
PE BS, Engineering
MBA
N/A
X
X
X
X
on-going
on-going
on-going
on-going
on-going
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection South El Monte, CA
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection Montebello, CA
South El Monte, CA
Temple City, CA
Maywood, CA
X
Transtech Engineers, Inc.; Chino; CA
Statement of Qualifications 3

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Michael Ackerman, PE, QSD/P, QISP Sr. Engineer
25 15
PE
QSD
QAP
BS, Engineering
MBA
N/A
X
X
X
X
on-going
on-going
on-going
on-going
on-going
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection South El Monte, CA
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection Montebello, CA
South El Monte, CA
Temple City, CA
Maywood, CA
X
Transtech Engineers, Inc.; Chino; CA
Statement of Qualifications 4

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Azita Fakoorbayat, PE Sr. Engineer
25 7
PE BS, Engineering
N/A
X
X
X
X
on-going
on-going
on-going
on-going
on-going
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection South El Monte, CA
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection Montebello, CA
South El Monte, CA
Temple City, CA
Maywood, CA
X
Transtech Engineers, Inc.; Chino; CA
Statement of Qualifications 5

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Ziad Mazboudi, PE, QSD/P Sr. Engineer
35 5
PE BS, Engineering
N/A
X
X
X
X
on-going
on-going
on-going
on-going
on-going
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection South El Monte, CA
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection Montebello, CA
South El Monte, CA
Temple City, CA
Maywood, CA
X
Transtech Engineers, Inc.; Chino; CA
Statement of Qualifications 6

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES South El Monte, CA
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection City of South El Monte Rene Salas, City Manager 626-579-6540 Transtech Engineers, Inc. Chino, CA 91710 Prime Consultant on-going
1 Statement of Qualifications 7

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES City of Rosemead, CA
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection Rosemead, CA
Ben Kim, City Manager 626-569-2169
Transtech Engineers, Inc. Chino, CA 91710 Prime Consultant on-going
2 Statement of Qualifications 8

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES City of Maywood
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection Maywood, CA
Jennifer Vasquez, City Manager 323-562-5700
Transtech Engineers, Inc. Chino, CA 91710 Prime Consultant on-going
3 Statement of Qualifications 9

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Ahmad Ansari, PE Contract Principal
Okan Demirci, PE, QSD/P Principal Project Manager
Michael Ackerman, PE, QSD/P, QISP Sr. Engineer
Azita Fakoorbayat, PE
Ziyad Nazboudi, PE, QSD/P
Sr. Engineer
Sr. Engineer
X X X
X X X
X X X
X X X
X X X
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection
City Engineer, Building Official, Traffic Engineer, General Engineering, PM, CM, Plan Check, Inspection
Statement of Qualifications 10

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Please see SOQ Section 2. Additional Information
Statement of Qualifications 11

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Transtech Engineers, Inc.

Okan Demirci, PE, QSD/P, Principal Project Manager
C: 714-319-6137 E: [email protected]
CA Corporation
13367 Benson Ave
Chino CA 91710
1989 609 186 796
9 Transtech has a large pool of well experienced staff and resources readily available to provide requested services, and respond to requests in a timely, efficient, and cost-effective manner. Our staff and resources include approximately 250 professionals, including plan checkers, inspectors, permit technicians, engineers, traffic and transportation analysts, project managers, construction managers, technicians, support personnel.

Okan Demirci, PE, QSD/P, Principal Project Manager
3/26/26
Statement of Qualifications 12

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES

2. Additional Information
A. COMPANY PROFILE
Company Profile:

Established in 1989, Transtech (a California Corporation) is a multi-disciplinary engineering consulting firm.

Transtech has been in business for over 36 years and provides municipal services to approximately 90 public agencies.

Multi-disciplinary Service Capabilities:

Our multi-disciplinary service capabilities include:
• City Engineer, City Traffic Engineer, Development
Review, Public Works Engineering, Plan Check,
Inspection
• Civil Engineering,
• Staff Augmentation
• CIP Program/Construction Management and Inspection
• Grant Writing and Federally Funded Project
Management
• Labor Compliance, CDBG Project Management
• Building & Safety Services, Building
Inspection, Plan Check, Building
Evaluations, City Building Official, Code
Enforcement
• Planning Support
• Traffic and Transportation Planning and
Engineering
• Water Resources Engineering
• Surveying, Mapping, ALTA, ROW Eng
Readily Available Large Pool of Staff with Diverse Experience:

Transtech has a large pool of well experienced staff and resources readily available to provide requested services, and respond to requests in a timely, efficient, and cost-effective manner. Our staff and resources include approximately 250 professionals, including plan checkers, inspectors, permit technicians, engineers, traffic and transportation analysts, project managers, construction managers, technicians, support personnel.

Service Philosophy:

Our service philosophy is defined by our unique “Customer Care” approach in delivering our services in High Quality, Timely, Efficient and Customer Friendly manner:
 Transtech is well known in providing Cost Effective Services on time with a customer friendly and responsive approach.
 Our services are founded on the principles of Total Quality Management for Total Customer Care.  Transtech understands the importance of being able to expedite certain projects, when requested, by the City. Transtech has sufficient staff and resources to expedite projects.  We have a structured approach to execute projects in an efficient manner that makes Transtech capable of providing the City with the highest quality product. Transtech has established guidelines and policies, including written manuals on quality control, project management, and design procedures for its staff and for its contract cities.
 All telephone calls or e-mails received are returned within the same working day, or the following day. We take pride in our “Same Day Response” motto.
 Responsiveness is an integral part of Transtech’s “customer friendly” service approach.  We will strive to enhance the City’s image by public trust to be the most desirable community to live, invest and conduct business.
 Customer Care means highest quality customer service. Transtech is committed to providing “Customer Care” to the City, City's patrons, responding quickly and effectively to the walk-in, telephone, and electronic inquiries of the public related to our services.

Statement of Qualifications 13

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES B. STAFF QUALIFICATIONS/LICENSES AND RESUMES

STAFF QUALIFICATIONS/LICENSES
One of the unique qualifications of Transtech is that we serve public agencies as municipal contract service providers, including Contract City Engineer, City Traffic Engineer, Building Official, CIP Manager, Planner and in other capacities.

We have extensive experience working with Public Agencies/Cities in similar assignments. We are accustomed to working with governmental agencies, and have a good understanding of public agency issues, procedures, and policies.

Several of our staff members are former City Engineers, Public Works Directors.

Several of our engineers are licensed as Professional Engineers by the State of California Board for Professional Engineers, Land Surveyors, and Geologists (BPELSG).
• PE (Licensed Civil Engineer)
• TE (Licensed Traffic Engineer)
• PLS (Licensed Land Surveyor)
• QSD (Construction General Permit Qualified SWPPP Practitioner) • QSP (Construction General Permit Qualified SWPPP Developer) • QISP (Industrial General Permit Qualified Industrial Stormwater Practitioner) • PMP (Professional Transportation Planner)
• RSP (Registered Safety Professional)
• CASp (Certified Access Specialist)
• PMP (Certified Project Management Professional)
• CPSWQ (Certified Professional in Storm Water Quality) • CPESC (Certified Professional in Erosion and Sediment Control) • LEED AP (Professional with specialty credential with knowledge in green building practices) • Registered Construction Inspector by American Construction Inspectors Association • Certified International Municipal Signal Association “IMSA” level III Technician Several of our staff members are certified by the International Code Council (ICC).

Building Official Certifications:
 Certified Master Code Professional
 Building Code Official
 Building Official
Plan Check Certifications:
 Residential Building Plans Examiner
 Commercial Building Plans Examiner
 California Building Plans Examiner
 Certified Sustainability Professional
 CalGreen Plans Examiner
 Accessibility Plans Examiner
 Commercial Energy Conservation
Plans Examiner
 Residential Plans Examiner
 Mechanical Plans Examiner
 Plumbing Plans Examiner
 Electrical Plans Examiner
Inspection Certifications:
 Combination Inspector
 Commercial Building Inspector
 Residential Building Inspector
 Accessibility Inspector
 Commercial Energy Conservation
Inspector
 Electrical Inspector
 Commercial Electrical Inspector
 Residential Electrical Inspector
 Residential Energy Conservation
Inspector
 Residential Building Inspector
 Residential Mechanical Inspector
 Mechanical Inspector
 Commercial Mechanical
Inspector
 Plumbing Inspector
 CalGreen Inspector
 Building Inspector CBC
 Building Inspector UBC
 Plumbing Inspector UPC
 California Building Inspector
 California Commercial
Plumbing Inspector
 California Residential
Mechanical Inspector
 California Residential
Mechanical Inspector
Additional Inspection
Certifications:
 IAPMO Plumbing,
Mechanical Inspector
 Fire Code Inspector
 Fire Inspector II
 California UST Inspector
Permit Technician Certification:
 Permit Technician
CACEO Certified Code
Enforcement Officer
State of California Safety
Assessment Program:

CalOES SAP Evaluator

RESUMES
AHMAD ANSARI, PE, Contract Principal
Education
• BS in Engineering, MBA
Registrations/Certifications
• Licensed Civil Engineer
Statement of Qualifications 14

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Highlights
Mr. Ansari has over 30 years of past experience in City and County Public Works and has worked at several municipalities in Southern California, including:
• City of Moreno Valley- Public Works Director/City Engineer • City of Rialto- Public Works Director/City Engineer
• City of Perris- Public Works Director
• City of Pomona- Deputy Public Works Director/Assistant City Engineer.

He has managed CIP Programs and Public Works Operations, and served as the responsible in charge of numerous multi-disciplinary teams, including:
• Capital Improvement Program project management and delivery; Real Property/Right of Way acquisition and management; Traffic and Transportation engineering; Private Development/Entitlement process review and approval; Maintenance and Operations including roads, storm drains, sewers, parks, facilities, traffic signals, signs/striping, fleet; Special Districts, Landscape/Lighting Assessment; Electric Utility
OKAN DEMIRCI, PE, QSD, QSP, MBA, Principal Project Manager Education:
• BS in Engineering
Registrations/Certifications:
• Licensed Civil Engineer; QSD, QSP; Caltrans Resident Engineer Academy Highlights:

Mr. Demirci has approximately 15 years of experience. Mr. Demirci serves as Assistant Public Works Director, City Engineer, CIP Program Manager at Transtech’s Contract Cities and provides technical and management support. Mr. Demirci works as CIP Program Manager at various Transtech’s Contract Cities and manages various capital improvement programs including state and federal funded programs. Mr.

Demirci’s experience also includes working as Resident Engineer, Project Manager and Construction Manager on various projects (including federal and state funded projects). He has a broad knowledge of municipal government operations, including preparation and presentation of staff reports/resolutions to city councils, committees and interaction with public, various city departments, city council and other governmental agencies.

MICHAEL ACKERMAN, PE, QSD, QSP, QISP, Sr. Engineer
Education
• BS in Engineering
Registrations/Certifications
• Licensed Civil Engineer
• QSD, QSP, QISP
• RE Academy, Caltrans
• Water Pollution Control Compliance on Construction Sites for RE, Caltrans • Construction Program Management Workshop, FHWA
• Field Office Procedures Course, Caltrans
• California Work Zone Inspection – High Speed, Caltrans • Asphalt Concrete Inspection and Rehabilitation Strategies, Caltrans Highlights
Mr. Ackerman has approximately 25 years of experience. His experience includes working at public agencies, as well as in private consulting. At Transtech, he has been working as a Sr. Engineer at various Transtech City Engineering Contracts. He has a broad knowledge of municipal government operations, including preparation and presentation of staff reports/resolutions to city councils, committees and interaction with public, various city departments, city council and other governmental agencies.

Mr. Ackerman’s experience also includes working at various positions for public agencies including:
• Caltrans:

Mr. Ackerman was a civil transportation engineer for Caltrans District 8 where he was involved in the design and construction of various projects.
• Construction Division: In the Construction Division, Mr. Ackerman was Resident Engineer for various projects, including:
o Watson Wash Bridge Replacement Right (Rte 40)
o Replacement of Drains and Earthwork (Rte 40)
Statement of Qualifications 15

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES o Fenner Overhead Bridge Replacement (Replacement of two bridges over BNSF Railroad, Rte 40).
• Design Division: Designed plans, specifications, and estimates for the rehabilitation of Route 10 freeway from the Riverside/San Bernardino County line to Beaumont. • Traffic Operations Division: Performed studies and analyses to interpret and mitigate above average accident volume areas on highways and freeways. Also, he performed traffic studies. • City of San Bernardino:

Mr. Ackerman worked at the City of San Bernardino as a Civil Engineer. He was involved in many projects including Development Review and Plan Check, design and review of Street Improvement Plans, Rough and Precise Grading Plans, Sewer Plans, Storm Drain Plans, Street Lighting Plans, Storm Water Pollution Prevention Plans, Water Quality Management Plans, Geotechnical Reports, and Hydrology/Hydraulic Studies, land development, industrial, commercial, residential, and transportation development projects including Tract and Parcel Maps. He also directed and performed plan check of improvement plans submitted by developers to the City. Also, he represented the City of San Bernardino at the South Tehachapi Management Team meetings, coordinated with San Bernardino County Flood Control and FEMA for the certification of City levees and updating of the Flood Insurance Rate Maps (FIRM), and oversaw permitting and tracking of Land Development Projects through the Division of Public Works/Engineering. In addition, Mr.

Ackerman has worked intimately with Planning and Building and Safety Divisions on Land Development Projects.
• City of Huntington Park:

Mr. Ackerman worked for the City as City Engineer. He was responsible for the engineering operations, plan check, CIP Management.

AZITA FAKOORBAYAT, PE, Sr. Engineer
Education
• BS in Civil Engineering
Registrations/Certifications
• Registered Civil Engineer
Highlights
Ms. Fakoorbayat has over 25 years of experience. She has a broad knowledge of municipal government operations, including preparation and presentation of staff reports/resolutions to city councils, committees and interaction with public, various city departments, city council and other governmental agencies.

Recent Experience with Transtech’s contract Cities:

Contract CIP Project Manager, City of Chino: As contract CIP Project Manager, coordinate various CIP projects throughout project design phase, including concrete, asphalt, storm drain, sewer, water, grading, traffic signal, accessibility. Conduct design review, PS&E review, constructability and biddability review, and manage design phase of various CIP projects, and manage and coordinate various CIP projects with various design engineers to ensure project design phases are completed within time and budget, and proceed with construction.

Public Agency Experience:
• Principal Engineer, City of Costa Mesa, CA
• As Principal Engineer, perform a broad range of highly complex and professional • Civil Engineer I, Pierce County Public Works Utilities and Transportation • Services, Design Section, Tacoma, WA
• Assistant City Engineer, City of Sumner, Sumner, WA
Private Consulting Experience:
• Senior Project Manager, Afb Group, Laguna Niguel, Ca
• Senior Project Manager, Berryman & Henigar, Santa Ana, Ca • Project Manager, CNC Engineering, Newport Beach, Ca
• Senior Design Engineer/ Project Manager, Harding Lawson Associates Group Inc., Bellevue, Wa DAVID RAGLAND, PE, PLS, QSD, QSP, Sr. Engineer
Education
• Humboldt State University, CA, Bachelor of Science
Registrations/Certifications
Statement of Qualifications 16

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES • Registered Civil Engineer
• Licensed Land Surveyor
Highlights
Mr. Ragland is a civil engineer and land surveyor has over 30 years of diverse experience in a wide variety of projects in civil engineering. He has managed numerous multi-disciplinary teams dealing with the planning, engineering, entitlement, environmental permitting, development and construction of urban and rural development, and public works projects. His experience also includes special emphasis on complex grading and hillside developments (has worked on the civil engineering and development of more than 40,000 acres of hillside properties), preparation of due diligence and project feasibility analysis, through conceptual planning and design to entitlement and construction.

CARLOS A. PINEDA, PE, QSD, QSP, LEED, Sr. Engineer
Education
• BS in Civil Engineering,
Registrations/Certifications
• Registered Civil Engineer
Highlights
Mr. Pineda has over 30 years of experience in civil engineering and project management. He has extensive experience working for both private and public sectors. He has participated on numerous multi-disciplinary teams dealing with the planning and development of civil and traffic engineering, urban and rural development, and public works projects. He has served as Principal Project Manager for a variety of projects. Public works design experience covers a wide variety of projects, including the improvement of major arterials, secondary highways and collectors, flood control and drainage projects, water and waste water projects, ADA retrofit, and safe routes to school projects. He has a good understanding and knowledge of municipal government operations, including preparation and presentation of staff reports/resolutions to city councils, committees and interaction with public, various city departments, city council and other governmental agencies. Private sector design experience covers a wide range of projects including residential master planned communities and “in tract” residential improvements. In-tract residential improvements included the design and construction of domestic and reclaimed water infrastructure to serve the new developments.

JOSEPH DEPERALTA, PE, QSD, Sr. Engineer
Education
• BS in Civil Engineering
Registrations/Certifications
• Registered Civil Engineer
Highlights
Mr. Peralta has approximately 30 years of experience. His experience includes working as contract/consultant City Engineer, Plan Checker, Design Engineer for various Cities. His experience includes dealing, coordinating and navigating thru the permitting processes with municipal, county and state level and other governmental agencies, architects and consultant, utility companies, and regional entities, including Caltrans, Water Quality Board, AQMD, US Corps of Engineers, Department of Fish and Game, Union Pacific Railroad and others.

ALLEN PANGAN, PE, Sr. Engineer
Education
• BS in Civil Engineering
Registrations/Certifications
• Registered Civil Engineer
Highlights
Mr. Pangan has over 30 years of experience. His experience includes working for City of Palmdale and City of Simi Valley. His prior experience includes working at US Navy, Naval Mobile Construction Battalion.

His experience includes working as contract/consultant Civil Engineer, Plan Checker, Design Engineer for various Cities. He managed multi-discipline of wide variety of projects from the initial conception, planning, budgeting, scheduling, preliminary engineering to final engineering and completion of construction. His experience includes dealing, coordinating and navigating thru the permitting processes with municipal, county and state level and other governmental agencies, architects and consultant, utility companies, and regional entities, including Caltrans, Water Quality Board, AQMD, US Corps of Statement of Qualifications 17

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Engineers, Department of Dams and Water Resources, Union Pacific Railroad and others.

ZIAD Y. MAZBOUDI, PE, QSD, QSP, CPSWQ, CPESC, LEED AP, D.WRE, Sr. Engineer Education
• BS in Civil Engineering
Registrations/Certifications
• Registered Civil Engineer, QSD, QSP, CPSWQ, CPESC, LEED AP Highlights
Mr. Mazboudi has 34 years of progressively responsible, diverse experience in public works, engineering, utilities, development engineering, facilities maintenance, sustainability, environmental programs and project management in both the public and private sector, supported by a strong educational background in civil engineering, geographic information systems, water quality/urban runoff, and environmental programs. His experience includes:
• City of San Clemente - PW Department, Deputy Director/Engineering • City of San Juan Capistrano - PW/Utilities Department, Senior Civil Engineer • City of Westminster - PW Department, Associate Civil Engineer/Development Engineer • City of La Habra - PW Department, Assistant Civil Engineer.

Special International Projects:
• US Green Building Council (www.usgbc.org), Egyptian Green Building Council (EGBC) Represented the US Green Building Council, to assist in the formation of the EGBC. Provided lectures on the role of government in Green Building and on the US Green Building Program, LEED. • USAID International Development Agency (www.usaid.gov), In partnership with USAID and ICMA Kingdom of Jordan Commercial/Industrial Environmental Audit In partnership with USAID and ICMA, developed a training manual for the audit of commercial and industrial facilities in Jordan. Performed audits in Jordan and provided recommendations to the Minister of the Environment and the Minister of Local Government.

BAHMAN JANKA, TE, Sr. Traffic Engineer, Traffic Review Support Education
• MS, BS in Civil Engineering
Registrations/Certifications
• Registered Traffic Engineer
Highlights
Mr. Janka has over 35 years of experience in Traffic Engineering and Transportation Planning. He has served as City Traffic Engineer and Transportation Director for public agencies, including:
• City of Pasadena, California: Transportation Administrator • City of Santa Clarita, California: City Traffic Engineer • City of Fremont, California: Associate Transportation Engineer • City of Palo Alto, California: Associate Transportation Engineer • Entranco Engineers, Bellevue, Washington: Transportation Engineer.

DUANE THAN TUT, Landscape Plan Review Support
Education:
• BSLA, University of California at Davis
Registrations/Certifications:
• American Society of Landscape Architects (ASLA); QWEL Highlights:

Mr. Tut has approximately 25 years of experience. His experience includes various projects (including regional and international projects) from project inception to closeout. Highlighted projects are:
• Primrose Park, Temple City, CA. Cost: $2m
• Los Angeles Mission College Baseball and Softball Fields, CA • Streetscape for City of Lomita, CA
• North Verdugo Park, Glendale, CA
• Pacific Park, Glendale, CA
• Santiago Park, Santa Ana, CA: Cost: $3m
• Lions Park, Costa Mesa: Cost: $1m
• Brio Park & Oeste Splash Pads, City of La Habra, CA.

Statement of Qualifications 18

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES • Concept for Norm Ross Sports Complex, City of Stanton, CA for Prop 68 funding City CIP program including managing consultant contracts.

ALI F. ZAGHARI, PE, PMP, Sr. Engineer, Support in Caltrans Involved Projects Education
• MS, BS in Civil Engineering
Registrations/Certifications
• Registered Civil Engineer
Highlights
Mr. Zaghari has over 35 years of experience in Transportation Management & Operations at various capacities in the California Department of Transportation (Caltrans). His career path includes a number of key managerial positions in Caltrans leading to his last position as the Deputy District Director (DDD) for Traffic Operations at Caltrans District 7 in Los Angeles. As a member of District 7 Executive Team, Mr.

Zaghari was responsible for policy, development and implementation of the traffic operations assets and the safe mobility of all users of the State Highway System (SHS) consisting of approximately 1500 center miles of freeways and conventional highways in Los Angeles and Ventura counties. He managed an operating budget of approximately $70M encompassing both operations management and capital outlay support needs. The organization under his leadership included critical functions such as Intelligent Transportation Systems (ITS), Traffic Design, District Traffic Manager (DTM), Corridor Management, System Performance, and Encroachment Permits.

JEFFREY KAO, PE, CBO, CASp, ICC Certified Building Official, Plans Examiner and Inspector (ADA, Plumbing, Electrical Review Support)
Education
• MS, BS Civil Engineering, Cal Poly
Registrations/Certifications
• Registered Civil Engineer; CASp
• ICC Certified Building Official, California Building Plans Examiner, CalGreen Inspector, CalGreen Plans Examiner, Mechanical Plans Examiner, Plumbing Plans Examiner, Building Inspector Highlights
Mr. Kao has over 20 years of experience and has been working at Transtech as Deputy Building Official, Senior Plans Examiner, On-Site Over the Counter Plans Examiner and performed plan checks for a variety of residential and commercial projects in Cities of Alhambra, South Pasadena, and Temple City. Mr. Kao has broad knowledge of building and safety operations, including working in the capacity of Deputy Building Official and Plans Examiner. His past experience includes working as a structural engineer for 4 years at a structural design firm.

DENNIS TARANGO, CBO, CSP, ICC Certified Building Official, Plans Examiner and Inspector (ADA, Plumbing, Electrical Review Support)
Education
• Cal Poly, Engineering; Fresno State BA; Rio Hondo College Registrations/Certifications
• ICC Certified Building Official, Plans Examiner, Commercial Building Inspector, Building Inspector UBC, Fire Plans Examiner
Highlights: ICC Sustainability Membership Council Governing Committee Mr. Tarango has over 20 years of experience in building and safety. He is experienced in managing building and safety departments of different municipalities. Currently he is serving as Building Official for Transtech Contract Cities. At Transtech, Mr. Tarango is responsible for the Building and Safety Division as well as business development, client relations, and management oversight. With his analytical and strategic management skills, he provides strong leadership and develops staff to enhance the Departments abilities. Prior to working for Transtech, Mr. Tarango served as Deputy Building Official, Plans Examiner, and Senior Building Inspector for various local cities including the City of Diamond Bar, City of Yorba Linda, and City of Hemet.

Statement of Qualifications 19

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES C. SIMILAR EXPERIENCE
Following is a partial list of Agencies where we are providing similar Plan Checking services:
• City of Alhambra - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Azusa - Services Provided: Building & Safety, Plan Check, Inspection • City of Buena Park - Services Provided: Development Plan Check, Staff Augmentation • City of Commerce - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Cudahy - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Glendora - Services Provided: City Engineering, Traffic Engineering; Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of Hermosa Beach - Services Provided: Building & Safety, Plan Check, Inspection • City of Hidden Hills - City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of Lynwood - City Engineering, Traffic Engineering; Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of Maywood - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Montebello - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Monterey Park - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Ontario - Services Provided: CIP Management/Construction Management, Development Plan Check, Building & Safety, Plan Check, Inspection
• City of Pasadena - Services Provided: Building & Safety, Plan Check, Inspection • City of Rancho Palos Verdes - Services Provided: Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Rialto - Services Provided: As-needed Traffic Engineering, Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of Rosemead - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Santa Fe Springs - Services Provided: Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation
• City of South El Monte - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Temple City - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation • City of Upland - Services Provided: As-needed Plan Check, Inspection • City of Victorville - Services Provided: As-needed Plan Check, Construction Management, Inspection • City of West Covina - Services Provided: City Engineering, Traffic Engineering; Building & Safety, Development Plan Check, CIP Management/Construction Management, Staff Augmentation Statement of Qualifications 20

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES D. REFERENCES

CITY OF ALHAMBRA
Contact: Andrew Ho, Community Development Director
T: 626-570-5041; E: [email protected]
Contract Dates: Started in 1993 – Ongoing Service
Contract Amount: Appr. $1.5m annually
Services Provided: Building & Safety; Building Official, Plan Review, Inspections; City Engineering; Traffic Engineering; CIP Management; Federally Funded Project Management; Engineering Design; Engineering Plan Check; Map Check; Public Works Permit Inspection

CITY OF COMMERCE
Contact: Jessica Serrano, Director of Community Development T: 323-722-4805 Ext. 2811; E: [email protected]
Contract Amount: Appr. $1.5m annually
Contract Dates: Started in 2015 – Ongoing Service
Services Provided: Building & Safety; Building Official, Plan Review, Inspections; City Engineering; Traffic Engineering; CIP Management; Federally Funded Project Management; Engineering Design; Engineering Plan Check; Map Check; Public Works Permit Inspection

CITY OF MAYWOOD
Contact: Jennifer Vasquez, City Manager
T: 323-562-5700 ; E: [email protected] Contract Dates: Started in 2020 – Ongoing Service
Contract Amount: Appr. $0.5m annually
Services Provided: Building & Safety; Building Official, Plan Review, Inspections; City Engineering; Traffic Engineering; CIP Management; Federally Funded Project Management; Engineering Design; Engineering Plan Check; Map Check; Public Works Permit Inspection

CITY OF MONTEBELLO
Contact: Joseph Palombi, Director, Planning and Community Development Department T: 626-403-7222; E: [email protected]
Contract Dates: Started in 2023 – Ongoing Service
Contract Amount: Appr. $1m annually
Services Provided: Building & Safety; Building Official, Plan Review, Inspections; City Engineering; Traffic Engineering; CIP Management; Federally Funded Project Management; Engineering Design; Engineering Plan Check; Map Check; Public Works Permit Inspection

CITY OF MONTEREY PARK
Contact: Timothy Hou, AICP ∙ Community Development Director T: 626-307-1463; E: [email protected]
Contract Dates: Started in 2013 – Ongoing Service
Contract Amount: Appr. $1m annually
Services Provided: Building & Safety; Building Official, Plan Review, Inspections; City Engineering; Traffic Engineering; CIP Management; Federally Funded Project Management; Engineering Design; Engineering Plan Check; Map Check; Public Works Permit Inspection

CITY OF ONTARIO
Contact: Dan Beers, Design & Construction, Director
T: 909-395-2806; E: [email protected]
Contract Dates: Started in 2024 – Ongoing Service
Contract Amount: Appr. $1m annually
Services Provided: Project Specific Building Official, Building Plan Check and Inspection (City’s Minor League Baseball Stadium Project (Valuation $100 M); Engineering Plan Check; CIP Management; Construction Management

CITY OF ROSEMEAD
Contact: Ben Kim, City Manager
Statement of Qualifications 21

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES T: 626-569-2169; E: [email protected]
Contract Dates: Started in 2022 – Ongoing Service
Contract Amount: Appr. $1.5m annually
Services Provided: Building & Safety; Building Official, Plan Review, Inspections; City Engineering; Traffic Engineering; CIP Management; Federally Funded Project Management; Engineering Design; Engineering Plan Check; Map Check; Public Works Permit Inspection

CITY OF SOUTH EL MONTE
Contact: Rene Salas, City Manager
T: 626-579-6540; E: [email protected]
Contract Dates: Started in 2018 – Ongoing Service
Contract Amount: Appr. $1m annually
Services Provided: Building & Safety; Building Official, Plan Review, Inspections; City Engineering; Traffic Engineering; CIP Management; Federally Funded Project Management; Engineering Design; Engineering Plan Check; Map Check; Public Works Permit Inspection

CITY OF TEMPLE CITY
Contact: Bryan Cook, City Manager
T: 626-285-2171; E: [email protected]
Contract Dates: Started in 2013 – Ongoing Service
Contract Amount: Appr. $1.5m annually
Services Provided: Building & Safety; Building Official, Plan Review, Inspections; City Engineering; Traffic Engineering; CIP Management; Federally Funded Project Management; Engineering Design; Engineering Plan Check; Map Check; Public Works Permit Inspection
Statement of Qualifications 22

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES E. APPROACH, METHODOLOGY, QUALITY CONTROL
Plan Check Approach: Our service philosophy is defined by our unique “Customer Care” approach in delivering our services in an efficient, cost-effective, timely and customer friendly manner:
 Transtech is well known in providing Cost Effective Services on time with a customer friendly and responsive approach.  Our services are founded on the principles of Total Quality Management for Total Customer Care.  We have a structured approach to execute projects in an efficient manner that makes Transtech capable of providing the City with the highest quality product.
 We start by working with the applicant early on and during plan review to help them prepare a set of plans which have all of the required information clearly and logically presented.  Additionally, we never hesitate to make suggestions which help eliminate complicated details, reduce construction costs, and/or provide details which are easy to verify in the field. Experience has taught us well that inspection time and applicant frustration can both be substantially reduced, while increasing overall compliance, by producing a better set of plans during the plan review process. And in the case of homeowners, this policy often demonstrates early on that the City really is truly a partner in a process that can often be a source of stress and tension for many applicants, and we fully understand that.
 This policy reduces the number of plan review rechecks required, allows the applicant to obtain a permit much sooner, and reduces the overall time our staff is required to spend on that particular plan.  Transtech provides all plan check comments on electronic files. All plan check comments are provided on pdf format electronically, as well as hard copies. Plan review corrections are written clearly and are fully detailed to explain the Code deficiency.
 To help the applicant better understand the problem, Transtech provides as much information during plan review as possible. We believe that if the applicant has a clear understanding of the problem, he or she can take the necessary steps to correct the condition. This policy reduces the number of plan review rechecks required, allows the applicant to obtain a permit much sooner, and reduces the overall time our staff is required to spend on that particular plan.

Unclear and/or cryptic corrections are never written, and all correction lists, except those written over the counter, are typed and printed on a laser printer.
 Our plan checkers confer early on and respond to questions from the architect, engineer, designer, applicant, etc.

When requested, our plan checkers also meet with the architect, engineer, designer, applicant, etc. at our offices to answer questions or for rechecks where the plan corrections.  Our policy is to assist the architect, engineer, designer, applicant, etc. as much as possible, which helps eliminate complicated details, reduce construction costs, and/or provide details which are easy to verify in the field.  All telephone calls or e-mails received are returned within the same working day, or the following day. We take pride in our “Same Day Response” motto.
 Responsiveness is an integral part of Transtech’s “customer friendly” service approach.  We will strive to enhance the City’s image by public trust to be the most desirable community to live, invest and conduct business.
 Customer Care means highest quality customer service. Transtech is committed to providing “Customer Care” to the City, City's patrons, responding quickly and effectively to the walk-in, telephone, and electronic inquiries of the public related to our services.

Plan Check Processing: When a plan check order is received, it is logged and reviewed by Building Staff and then assigned to applicable plan checkers. The plan check duration is monitored thru the plan check log data base, which generates messages at identified intervals to inform plan checker and supervising Sr. Staff so that they are aware of how the progress and status continuously. If any potential delay is monitored, necessary steps are taken, such as meeting with plan checker to review the schedule, workload, performance, and identify actions, including assigning additional staff, if necessary, to ensure timely completion of assignment.

Plan Check Coordination: Our plan checkers respond to questions from the architect, engineer, designer, applicant, etc. When requested, our plan checkers also meet with the architect, engineer, designer, applicant, etc. at our offices to answer questions or for rechecks.
• Our policy is to assist the architect, engineer, designer, applicant, etc. as much as possible, which helps eliminate complicated details, reduce construction costs, and/or provide details which are easy to verify in the field. This pro- Statement of Qualifications 23

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES active approach reduces inspection time and questions, and applicant frustration, while increasing overall compliance, by producing a better set of plans during plan review process. Especially, when the applicant is a homeowner trying to improve his/her property, this policy often demonstrates early on that the City really is here to help.

Approach to Meeting with Applicants: Our staff is available to applicants by phone and through email or through virtual meeting for questions or available to meet for rechecks if necessary. Our policy is to meet with applicants virtually via TEAMS or ZOOM or when necessary, at City Hall, but we also have an available facility at our office meetings with applicants.

Expedited/Off-Business Hours/Weekend Services: If the City receives a request from applicants for expedited plan check services, Transtech staff is able to provide additional resources to accommodate such a request. If the City requests inspection services, Transtech staff will provide additional resources to accommodate inspection requests during off business hours and weekends.

Electronic Plan Check: Transtech provides Electronic Plan Check.

Quick Turn Around Time and Expedited Services / Expedited/Off-Business Hours/Weekend Services: Transtech will provide plan checks on a quick turn-around schedule. Transtech also provides expedited service when requested. If the City receives a request from applicants for expedited plan check services, Transtech staff will provide additional resources to accommodate such a request. If the City requests inspection services, Transtech staff will provide additional resources to accommodate inspection requests during off business hours and weekends.

EXAMPLES OF PLAN CHECK
Following are few screen shots of plan review product.

Example of Electronic Engineering Plan Check
Statement of Qualifications 24

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Statement of Qualifications 25

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Example of Electronic Map Check
Statement of Qualifications 26

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES Statement of Qualifications 27

ON-CALL PROFESSIONAL ENGINEERING, PLAN CHECKING CONTRACT SERVICES F. INSURANCE
Transtech’s current Insurance Info is provided below. If selected by the Agency for this project, we will appreciate the opportunity of having our Attorney discuss the final contract language to ensure our insurance is in compliance with current laws and regulations and meets the City’s requirements with the Agency’s Attorney. Following items may be discussed:

5. NAME OF FIRM

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

ARCHITECT - ENGINEER QUALIFICATIONS
A. CONTRACT INFORMATION

1. TITLE AND LOCATION (City and State)

2. PUBLIC NOTICE DATE 3. SOLICITATION OR PROJECT NUMBER B. ARCHITECT-ENGINEER POINT OF CONTACT
C. PROPOSED TEAM
(Complete this section for the prime contractor and all key subcontractors.)

4. NAME AND TITLE

6. TELEPHONE NUMBER 7. FAX NUMBER 8. E-MAIL ADDRESS
(Check) PRIME J-V PARTNER SUBCONTRACTOR

9. FIRM NAME 10. ADDRESS 11. ROLE IN THIS CONTRACT
a.
b.
c.
d.
e.
f.

STANDARD FORM 330 (REV. 3/2013) PAGE 1
D. ORGANIZATIONAL CHART OF PROPOSED TEAM (Attached)

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

CHECK IF BRANCH OFFICE

AUTHORIZED FOR LOCAL REPRODUCTION
Request for Statement of Qualifications for On-Call Professional Plan Checking Contract Services - City of Cypress, California March 5, 2026 Kevin Ko, Principal Kevin Ko and Associates (808) 589-6135 [email protected] N/A Kevin Ko and Associates 13337 South Street, Ste #334
Cerritos, CA 90703 Plan Review Engineers
City of Cypress | Public Works Department
SOQ for On-Call Professional Plan Checking Contract Services

ORGANIZATION CHART
Below we have provided an organizational chart identifying the key personnel and support staff.

TECHNICAL TEAM LEADS AND SUPPORT

CITY OF CYPRESS
Kevin Ko, PE, QSD, PMP
Principal-in-Charge
Contract Administrator
Kevin Ko, PE, QSD, PMP
Steven Wright, PE, TE
Plan Check Review Services
Mike Tran, PE
John Rico, PE
Yoshi Achiwa
Support Staff (As-Needed)

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
a.
b.
c.
d.
(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Kevin Ko, PE, QSD, PMP Principal-in-Charge/Plan Review Engineer 12 4 Kevin Ko and Associates - 13337 South Street, Ste #334 Cerritos, CA 90703 Bachelor of Science - Civil Engineering, University of Hawaii, Manoa Graduate Coursework - Civil and Structural Engineering, University of Hawaii, Manoa
Graduate Coursework - Structural Engineering, University of Illinois, Urbana Champaign
CA Registered Civil Engineer (C88495)
HI Professional Civil Engineer (PE-18883)
Qualified SWPPP Developer (C88495)
Project Management Professional (2918711) APWA PWI Graduate Caltrans Resident Engineer Academy KB Home - Belcourt Place, City of El Monte, CA This project involves construction of an 82-unit single-family home subdivision with interior private streets and driveways, outdoor fitness parks, and a tot lot on an approximately 5-acre lot. Challenges involved soil remediation due to previous contamination and undergrounding of SCE trasmission lines running through the interior of the site. Plan Review Engineer New Home Company - Leal Master Plan, City of Eastvale, CA Land Development Engineer
This project involves construction of up to 2,500 residential units, retail and commercial space, a new City Downtown Core including a new City Hall, Library, Police Station, and Fire Station on approximately 158.6 acres. Project conditions include public/private street improvements, public/private utility improvements, WQMP BMPs, and traffic signal improvements. The project is broken up into 3 phases for the construction of new residential homes and a separate phase for the City Downtown Core.

Plan Check & Constructability Review Services for PN 869A Palmdale Blvd. Rehabilitation City of Palmdale, CA
This project involves the reconstruction and rehabilitation of Palmdale Boulevard from 50th Street East to 70th Street East in the City of Palmdale, completed in two phases. Work includes saw-cutting; excavation, removal, and disposal of existing asphalt concrete; and cold milling of pavement. Improvements also include traffic control, placement of AC and asphalt rubber hot mix, utility coordination, replacement of striping and markings, and final site cleanup.

Plan Review
Engineer Buffalo Wild Wings, City of Pico Rivera, CA
This project involves construction of a new 7,074 SF Buffalo Wild Wings restaurant within an existing commercial plaza located at 8800 Washington Blvd in the City of Pico Rivera. Work involved demolishing an existing structure, grading, erosion control, and installation of new underground water, sewer, and storm drain utilities. Land Development Engineer El Rancho High School, City of Pico Rivera, CA Plan Review
Engineer
This project involves offsite improvements to El Rancho High School in the City of Pico Rivera. Improvements included sewer lateral connection, storm drain improvements, and street improvements on Passons Blvd.

12. NAME 13. ROLE IN THIS CONTRACT

18. OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, etc.) E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT
(Complete one Section E for each key person.)

14. YEARS EXPERIENCE
a. TOTAL b. WITH CURRENT FIRM

16. EDUCATION (DEGREE AND SPECIALIZATION) 17. CURRENT PROFESSIONAL REGISTRATION (STATE AND DISCIPLINE)

15. FIRM NAME AND LOCATION (City and State)
STANDARD FORM 330 (REV. 3/2013) PAGE 2
a.
b.
c.
d.
(1) TITLE AND LOCATION (City and State)
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
e.

Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE (3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm
Check if project performed with current firm
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE

19. RELEVANT PROJECTS
(1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
(2) YEAR COMPLETED
(3) BRIEF DESCRIPTION (Brief scope, size, cost, etc.) AND SPECIFIC ROLE Check if project performed with current firm Steven L. Wright, PE, TE Plan Review Engineer 36 4
Kevin Ko and Associates - 13337 South Street, Ste #334 Cerritos, CA 90703 Bachelor of Science - Civil Engineering, California State Polytechnic University, Pomona
CA Registered Civil Engineer (C48650)
CA Registered Traffic Engineer (TR1755)
Caltrans Resident Engineer Academy
Plan Check & Constructability Review Services for PN 869A Palmdale Blvd. Rehabilitation City of Palmdale, CA
This project involves the reconstruction and rehabilitation of Palmdale Boulevard from 50th Street East to 70th Street East in the City of Palmdale, completed in two phases. Work includes saw-cutting; excavation, removal, and disposal of existing asphalt concrete; and cold milling of pavement. Improvements also include traffic control, placement of AC and asphalt rubber hot mix, utility coordination, replacement of striping and markings, and final site cleanup.

Plan Review
Engineer
This project involves upgrading signal hardware and enhancing pedestrian safety at 29 signalized intersections along Peck Road (Hemlock Street to Fineview Street) and Santa Anita Avenue (Garvey Avenue to West Hondo Parkway). Work includes installation of pedestrian countdown heads and replacement of eight-inch signal heads with twelve-inch LED heads to improve visibility, reduce conflicts between vehicles and non-motorists, and provide adequate pedestrian crossing time.

CIP 040 Peck Road and Santa Anita Traffic Signal Improvements, City of El Monte, CA
Project Manager/Traffic
Engineer
This project involves upgrading signal hardware and enhancing pedestrian safety at 14 signalized intersections along Garvey Avenue (Valley Boulevard to Merced Avenue) and Durfee Avenue (Exline Street to Fineview Street). Work includes installation of pedestrian countdown heads and replacement of eight-inch signal heads with twelve-inch LED heads to improve visibility, reduce conflicts between vehicles and non-motorists, and provide adequate pedestrian crossing time.

CIP 070 Garvey Avenue Traffic Signal and Pedestrian Improvements, City of El Monte, CA
Project Manager/Traffic
Engineer
Eastvale Temporary City Hall, City of Eastvale
This project involves site preparation for the installation of two modular buildings to be used as a temporary City Hall. Improvements include parking lot improvements, pervious gravel parking lot, utility connections, and landscaping.

Plan Review
Engineer
This project includes rehabilitation within Zone 9 Phase 1 area; removal and replacement of curb ramps, curb, gutter, and sidewalk; and striping and signing. Project are bounded by Lower Azusa Road, Ramona Boulevard, Peck Road, and the San Gabriel Valley River. The Project will include slurry seal, cape seal, asphalt overlay, and some localized spot reconstruction as required within the above-mentioned project limits. CIP 071 Zone 9 Street Improvement Project Project Manager/Traffic
Engineer
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S

QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.

Complete one Section F for each project.)
a. PROJECT OWNER

21. TITLE AND LOCATION (City and State)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

20. EXAMPLE PROJECT KEY
NUMBER
a.
b.
c.
d.
e.
f.
(1) FIRM NAME (2) FIRM LOCATION (City and State)
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE STANDARD FORM 330 (REV. 3/2013) PAGE 3
(3) ROLE
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. POINT OF CONTACT NAME

23. PROJECT OWNER'S INFORMATION
c. POINT OF CONTACT TELEPHONE NUMBER
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE

22. YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
1 Plan Check & Constructability Review Services for PN 869A Palmdale Blvd. Rehabilitation City of Palmdale, CA
Plan Review
Engineer City of Palmdale Rebecca Brown (661) 267-5310
Provided plan review for this project which involved the reconstruction and rehabilitation of Palmdale Boulevard from 50th Street East to 70th Street East in the City of Palmdale, completed in two phases. Work includes saw-cutting; excavation, removal, and disposal of existing asphalt concrete; and cold milling of pavement. Improvements also include traffic control, placement of AC and asphalt rubber hot mix, utility coordination, replacement of striping and markings, and final site cleanup. The engineer's estimate for this project was $6,637,340.22.

Kevin Ko and Associates
13337 South Street, Ste #334
Cerritos, CA 90703 Plan Review Engineers
F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S

QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.

Complete one Section F for each project.)
a. PROJECT OWNER

21. TITLE AND LOCATION (City and State)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

20. EXAMPLE PROJECT KEY
NUMBER
a.
b.
c.
d.
e.
f.
(1) FIRM NAME (2) FIRM LOCATION (City and State)
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE STANDARD FORM 330 (REV. 3/2013) PAGE 3
(3) ROLE
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. POINT OF CONTACT NAME

23. PROJECT OWNER'S INFORMATION
c. POINT OF CONTACT TELEPHONE NUMBER
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE

22. YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
2 Kevin Ko and Associates
13337 South Street, Ste #334
Cerritos, CA 90703 Project Manager CIP 071 Zone 9 Street Improvement Project Project Manager/Traffic
Engineer
City of El Monte James Valdez (626) 580-2046
Provided plan review for this project which involved the rehabilitation within Zone 9 Phase 1 area; removal and replacement of curb ramps, curb, gutter, and sidewalk; and striping and signing. Project are bounded by Lower Azusa Road, Ramona Boulevard, Peck Road, and the San Gabriel Valley River. The Project will include slurry seal, cape seal, asphalt overlay, and some localized spot reconstruction as required within the above-mentioned project limits. The engineer's estimate for this project was $4,385,700.

F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S

QUALIFICATIONS FOR THIS CONTRACT
(Present as many projects as requested by the agency, or 10 projects, if not specified.

Complete one Section F for each project.)
a. PROJECT OWNER

21. TITLE AND LOCATION (City and State)

25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT

24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost)

20. EXAMPLE PROJECT KEY
NUMBER
a.
b.
c.
d.
e.
f.
(1) FIRM NAME (2) FIRM LOCATION (City and State)
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE STANDARD FORM 330 (REV. 3/2013) PAGE 3
(3) ROLE
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. POINT OF CONTACT NAME

23. PROJECT OWNER'S INFORMATION
c. POINT OF CONTACT TELEPHONE NUMBER
(1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE

22. YEAR COMPLETED
PROFESSIONAL SERVICES CONSTRUCTION (If applicable)
Kevin Ko and Associates
13337 South Street, Ste #334
Cerritos, CA 90703 3
Eastvale Temporary City Hall, City of Eastvale
Provided plan review for this project which involved the site preparation for the installation of two modular buildings to be used as a temporary City Hall. Improvements include parking lot improvements, pervious gravel parking lot, utility connections, and landscaping. The engineer's estimate for this project was $1,200,000. Plan Review Engineer City of Eastvale Jimmy Chung (951) 703-4473 Project Manager

TITLE OF EXAMPLE PROJECT (FROM SECTION F)
G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS
1 2
3 4
5 6
7 8
9 10
STANDARD FORM 330 (REV. 3/2013) PAGE 4

26. NAMES OF KEY

PERSONNEL
(From Section E, Block 12)

27. ROLE IN THIS

CONTRACT
(From Section E, Block 13)
1 2 3 4 5 6 7 8 9 10

29. EXAMPLE PROJECTS KEY
NO. TITLE OF EXAMPLE PROJECT (FROM SECTION F) NO.

28. EXAMPLE PROJECTS LISTED IN SECTION F
(Fill in "Example Projects Key" section below before completing table.

Place "X" under project key number for participation in same or similar role.) Kevin Ko, PE, QSD, PMP Steven L. Wright, PE, TE Plan Review Engineer Plan Review Engineer X X
Plan Check & Constructability Review Services for PN 869A Palmdale Blvd. Rehabilitation, City of Palmdale, CA Zone 9 Street Improvement Project, City of El Monte, CA Eastvale Temporary City Hall, City of Eastvale, CA X X
X
X
H. ADDITIONAL INFORMATION

30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY. ATTACH ADDITIONAL SHEETS AS NEEDED.

I. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.

31. SIGNATURE 32. DATE

33. NAME AND TITLE
STANDARD FORM 330 (REV. 3/2013) PAGE 5
Kevin Ko, Principal 03/27/2026

PART II - GENERAL QUALIFICATIONS
(If a firm has branch offices, complete for each specific branch office seeking work.) a. SIGNATURE

ARCHITECT-ENGINEER QUALIFICATIONS
2a. FIRM (OR BRANCH OFFICE) NAME
2b. STREET
2c. CITY 2d. STATE 2e. ZIP CODE

3. YEAR ESTABLISHED 4. DUNS NUMBER

5. OWNERSHIP
b. Discipline
c. No. of Employees

10. PROFILE OF FIRM'S EXPERIENCE
AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS
b. Experience
c. Revenue Index
Number
(see below)
STANDARD FORM 330 (REV. 3/2013) PAGE 6

1. SOLICITATION NUMBER (If any)
8a. FORMER FIRM NAME(S) (If any) 8b. YR. ESTABLISHED

9. EMPLOYEES BY DISCIPLINE
Total
(1) FIRM (2) BRANCH

1. Less than $100,000

2. $100,00 to less than $250,000

3. $250,000 to less than $500,000

4. $500,000 to less than $1 million

5. $1 million to less than $2 million

11. ANNUAL AVERAGE PROFESSIONAL

SERVICES REVENUES OF FIRM
FOR LAST 3 YEARS
(Insert revenue index number shown at right)

7. NAME OF FIRM (If block 2a is a branch office)
6a. POINT OF CONTACT NAME AND TITLE
6c. E-MAIL ADDRESS
8c. DUNS NUMBER
a. Federal Work
b. Non-Federal Work
c. Total Work

12. AUTHORIZED REPRESENTATIVE
The foregoing is a statement of facts.
b. DATE
c. NAME AND TITLE
a. Function
Code
a. Profile
Code
6b. TELEPHONE NUMBER
a. TYPE
b. SMALL BUSINESS STATUS

PROFESSIONAL SERVICES REVENUE INDEX NUMBER

6. $2 million to less than $5 million

7. $5 million to less than $10 million

8. $10 million to less than $25 million

9. $25 million to less than $50 million

10. $50 million or greater
Other Employees

AUTHORIZED FOR LOCAL REPRODUCTION
Kevin Ko and Associates 13337 South Street, Ste #334 Cerritos CA 90703 Corporation N/A Kevin Ko, Principal (808) 589-6135 [email protected] Kevin Ko, Principal 03/27/2026 2022 021260 Administrative Civil Engineer Transportation Engineer 1 3 1
3 T03 Traffic & Transportation Engineering R06 Rehabilitation (Buildings; Structures; Facilities) 2 3 4
4 CITY OF CYPRESS
CITY COUNCIL REPORT
City Council Regular 7.

FROM: Jeff Draper, Director of Recreation and Community Services DATE: 05/12/2026
SUBJECT: Approve an Agreement for Youth Sports Officials

RECOMMENDATION
Approve an agreement with Inland Roundball Officials for youth sports officiating, with an option for two one-year extensions, for a total amount not to exceed $52,290, and authorize the City Manager to execute the agreement and extensions.

DISCUSSION
Recreation and Community Services offers youth basketball and volleyball leagues twice each year. The basketball and volleyball leagues provide recreational opportunities to approximately 580 participants aged seven to thirteen. The leagues regularly fill to capacity within a few hours of opening registration and are coached by volunteers.

Each youth basketball game is officiated by two officials who are certified from the National Association of Sports Officials (NASO). Recreation staff currently officiates volleyball matches but it is recommended to use a contracted service that provides NASO certified officials to provide officiating for the league.

The basketball officiating contract expires on June 30, 2026. A Request for Proposals (RFP) was issued to qualified sports official companies in February 2026, with three companies responding. Inland Roundball Officials, Inc. was the lowest responsible bidder and has provided similar officiating services to various cities including Brea and South Gate.

The recommended one-year agreement provides the City with the option for two, one-year extensions through June 30, 2029. Officiating costs are estimated at $17,430 over the initial one-year term of the agreement. If the two optional extensions are exercised, the per game fees will remain fixed for the three-year term and total costs will not exceed $52,290.

BUDGET IMPACT
The total amount for the first year of the contract is $17,430. Sufficient amounts are proposed in the 2026-2027 Park District General Fund budget for the first year of officiating costs included in the contract. If the two optional one-year extensions are exercised, the contract costs will be incorporated into future budgets.

LEGAL REVIEW
The City Attorney has reviewed the contract as to form.

APPROVED BY: Shannon DeLong, City Manager
Attachments
Youth Sports Officiating Agreement

CITY OF CYPRESS
CITY COUNCIL REPORT
City Council Regular 8.

FROM: Nick Mangkalakiri, Director of Public Works
DATE: 05/12/2026
SUBJECT: Approve the Leasing and Upfitting of Five Replacement Vehicles

RECOMMENDATION

1. Approve a Master Equity Lease Agreement and Addendum, Self-Insurance Addendum, and Government Credit Application with Enterprise Fleet Management, Inc.;

2. Authorize the City Manager to execute the Agreement, supporting documents, and future Amendments to the Agreement; and

3. Approve the leasing and upfitting of five replacement vehicles for an amount not to exceed $182,964, plus a 5% contingency from Enterprise Fleet Management, Inc. utilizing cooperative purchasing through Sourcewell contract 030122-EFM.

DISCUSSION
Public Works oversees procurement and maintenance of the City’s vehicle fleet. In recent years, vehicle procurement has become more complex due to supply chain challenges, rising costs, and longer delivery timelines. In response, staff evaluated vehicle leasing as an alternative procurement strategy to provide greater flexibility, improve lifecycle management, and streamline replacement planning. Staff identified Enterprise Fleet Management (Enterprise) as a viable partner to support a pilot leasing program utilizing an open-end municipal lease structure. Enterprise has partnered with more than 50 cities statewide, including several neighboring agencies such as La Palma, Westminster, Garden Grove, Fullerton, Fountain Valley, Dana Point, and Seal Beach.

Under the proposed pilot, the City would lease five vehicles: one Ford F-150 internal combustion engine truck for Recreation and Community Services, two Chevrolet Equinox EVs for Recreation and Community Services, one Chevrolet Equinox EV for Code Enforcement, and one Chevrolet Equinox EV for the Engineering Division. The four EVs are proposed as part of a pilot effort to begin electrifying the City’s light-duty fleet and advance a City Council Strategic Plan goal. Given evolving EV technology and uncertainty regarding long-term costs and infrastructure needs, leasing provides a prudent way to evaluate EV long-term costs and infrastructure needs, leasing provides a prudent way to evaluate EV deployment before broader fleet integration.

The open-end lease structure will allow the City to assess vehicle performance, operating costs, maintenance needs, and replacement timing while maintaining flexibility as technologies evolve. Unlike a traditional lease, the bulk of the cost for the five-vehicles ($172,139) will be paid at the commencement of the lease with the remaining portion ($2,165) paid annually. The plan also enables the City to recover the highest resale values by selling vehicles at optimal times to better accommodate an effective vehicle lifecycle.

The resale values will be used as equity toward leasing newer vehicles and Enterprise has demonstrated the ability to sell vehicles at an average of 112% above the Commercial Value Index (auction). To support the pilot and future electrification efforts, a project is underway to install four EV charging stations at the Maintenance Yard.

The FY 2025-26 Budget includes funding for replacement of the five vehicles identified above, all of which have been in service for more than twenty years and have reached the end of their useful life. Staff recommends leasing the vehicles through Enterprise utilizing the Sourcewell cooperative purchasing program. Municipal Code Section 21A-10(e) allows the use of cooperative purchasing programs as a more efficient and cost-effective method of procurement due to receiving volume-type pricing. Such cooperative agreements provide the same terms and prices offered to other government agencies through a competitive bid process. The lease cost for the five vehicles for the 60-month term, including all equipment and upfitting, is $182,964.

BUDGET IMPACT
The total cost with contingency to lease and upfit the five vehicles is $192,112. This amount includes a one-time down payment of $172,139 and $2,165 annually for vehicle financing over the five-year lease term. There are sufficient funds budgeted in the City's Capital Replacement Fund for this lease. A portion of this lease will be paid from a $114,160 grant allocation the City received from the U.S. Department of Energy’s Energy Efficiency and Conservation Block Grant Program to support the procurement of electric vehicles.

LEGAL REVIEW
The City Attorney has reviewed this staff report and approved the agreements as to form.

APPROVED BY: Shannon DeLong, City Manager
Attachments
Master Equity Lease Agreement Documents
Sourcewell Contract 030122-EFM
Vehicle Lease Proposal

Rev. 7/2022 1

CONTRACT EXTENSION
Contract Number: 030122-EFM
Sourcewell and
202 12th Street Northeast
Staples, MN 56479
Enterprise Fleet Management, Inc.
600 Corporate Park Drive
St. Louis, MO 63105
(Sourcewell) (Supplier)
have entered into Contract Number: 030122-EFM for the procurement of:

Fleet Management Services
The Contract has an expiration date of 2026-04-18 , but the parties may extend the Contract by mutual consent.

Sourcewell and Supplier acknowledge that extending the Contract benefits the Supplier, Sourcewell and Sourcewell’s Participating Entities. Supplier and Sourcewell agree to extend the Contract listed above for an additional period, with a new contract expiration date of 2027-04-18. All other terms and conditions of the Contract remain in full force and effect.

Sourcewell Enterprise Fleet Management, Inc.

Authorized Signature Authorized Signature
Jeremy Schwartz
Name Name
Chief Operating and Procurement Officer
Title Title
Date Date
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030122-EFM
Rev. 3/2021 1
Solicitation Number: RFP #030122

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Enterprise Fleet Management, Inc., 600 Corporate Park Drive, St. Louis, MO 63105 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Fleet Management Services from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires April 18, 2026, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above. 










 


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Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Equipment, product, or service warranties will be provided by the manufacturer or service provider. Supplier will assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer or service provider. Any manufacturer’s or service provider’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

Participating Entities reserve the right to inspect the Equipment and Products at a reasonable 










 


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time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery.

In the event that Equipment and Products arrive in a defective or inoperable condition, the Participating Entity must promptly bring any such condition to Supplier’s attention. Supplier will then provide commercially reasonable assistance to the Participating Entity in any communication or negotiation with the Equipment and Product’s manufacturer or dealer, as applicable, with respect to claims relating to such condition.

B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.

C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.

4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.

At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.











 


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A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS

A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.

Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. 










 


030122-EFM
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Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.

C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.

D. TERMINATION OF ORDERS. Participating Entities may terminate an order prior to the applicable Equipment and Product manufacturer or dealer deadline, in whole or in part, immediately upon notice to Supplier in the event of any of the following:

1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or

2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.

Any termination thereafter will be governed by the terms and conditions of Supplier’s affiliates’ Master Lease Agreement.

E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.

7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:

x Maintenance and management of this Contract;











 


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Rev. 3/2021 6
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).

The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should 










 


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note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.

9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.

Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.

10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.

C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.











 


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E. CONTRACT COMPLETE. This Contract, with respect to the subject matter hereof, represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1- 22 will govern.

F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS

Supplier must indemnify, defend, save, and hold Sourcewell, including their agents and employees, harmless from any third-party claims or causes of action, including attorneys’ fees incurred by Sourcewell, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.

Indemnity obligations between Supplier and any Participating Entity, if any, will be as set forth in the applicable Supplier’s affiliates’ Master Lease Agreement.

12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, 










 


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resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws.

5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.

B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.

C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.

D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.











 


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14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.

15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.

16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.

17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.

2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:

1. Nonperformance of contractual requirements, or

2. A material breach of any term or condition of this Contract.

The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated 










 


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or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.

18. INSURANCE

A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts not less than listed below:

Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.











 


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Minimum Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.

Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. 










 


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D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.

B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.

Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.

21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the 










 


030122-EFM
Rev. 3/2021 14
procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.

The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.

A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-

1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.

B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). Intentionally omitted.

C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708).

Intentionally omitted.

D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. Intentionally omitted.

E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Intentionally omitted.

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award 










 


030122-EFM
Rev. 3/2021 15
covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. Intentionally omitted.

J. BUY AMERICAN PROVISIONS COMPLIANCE. Intentionally omitted.

K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). Intentionally omitted.

M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.

N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.

O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.

P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.











 


030122-EFM
Rev. 3/2021 16
Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.

Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. Intentionally omitted.

T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.

22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell Enterprise Fleet Management, Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Dain Giesie
Title: Chief Procurement Officer Title: Vice President
Date: ________________________ Date: ________________________ 










 









 






030122-EFM
Rev. 3/2021 17
Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________











 









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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc. 










 


Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.

Table 148: Depth and 8readth of Offered Equipment Products and Services Indicate below if the listed types or classes of equipment, products, and services are offered within your proposal. Provide additional comments in the text box provided, as necessary.
ine
Item Cate or or T pe Offered Comments
90 Services for the acquisition by Sourcewell participating entities, whether by lease or financing, of on-road vehicles of all types or classifications, all weight classes, and all engine types Yes
No
As the largest purchaser of vehicles in
North America, Enterprise has the ability
to acquire vehicles from nearly any
manufacturer. This includes specialty
vehicles and Emergency Response
Vehicles.
*
91 New vehicle service and preparation for the vehicles described in Line 90 above, such as, pre-delivery inspection, parts and accessories installation, and vehicle marking application or installation
Yes
No
Through our Fleet Management programs
we are able to offer all of these services. *
92 Preventative maintenance plans, vehicle maintenance and repair services, and related service level agreements for Sourcewell participating entity on-road vehicle fleets of all types Yes
No
Through our Fleet Management programs
we are able to offer all of these services. *
93 In addition to the solutions described in Lines 90-92 above, proposers may include a complementary offering of the following ancillary services:
i. Short-term rental programs;
ii. Upfitting of after-market programs;
iii. Fleet management information technologies, such as:
telematics, fleet monitoring, fuel management, fuel tank management, and motor pool/fleet sharing software and systems; iv. Roadside assistance including towing, emergency towing, and repairs;
v. Installation, operation, and maintenance of dedicated charging and fueling stations; and
vi. Vehicle battery longevity monitoring and replacement plans.

Yes
No
Through our Fleet Management programs
we are able to offer all of these services.

Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.

Documents
Ensure our submission document(s) conforms to the following :

1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.

2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.

3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.

4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - Pricing-Final.xlsx - Tuesday March 01, 2022 14:16:51 Financial Strength and Stability - Enterprise Financial Stability.pdf - Tuesday March 01, 2022 14:16:39 Marketing Plan/Samples - Sample Marketing Plan.pdf - Tuesday March 01, 2022 14:19:21 WM8E/M8E/S8E or Related Certificates - Wade Ford 2022 GMSDC Certificate.pdf - Tuesday March 01, 2022 14:27:57 Warranty Information - Sample Warranty Information.pdf - Tuesday March 01, 2022 14:26:14 Standard Transaction Document Samples - Sample Quote 2427574.pdf - Tuesday March 01, 2022 15:27:53 Upload Additional Document - Sourcewell Submission.zip - Tuesday March 01, 2022 14:20:22 










 


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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc. 










 


Prepared For: City of Cypress Date 04/20/2026
Streets, Kirk AE/AM ZRJ
Unit #
Year 2026 Make Ford Model F-150
Series XL 4x2 Regular Cab 8 ft. box 141 in. WB
Vehicle Order Type Ordered Term 60 State CA Customer# 593460 $ 36,627.00 Capitalized Price of Vehicle1
$0.00 * Sales Tax 0.0000% State CA
$ 85.00 Initial License Fee
$ 0.00 * Registration Fee
$ 510.00 Other: (See Page 2)
$ 37,221.00 * Capitalized Price Reduction
$ 0.00 Gain Applied From Prior Unit
$ 0.00 * Security Deposit
$3,124.88 * Taxes
All language and acknowledgments contained in the signed quote apply to all vehicles that are ordered under this signed quote.

Order Information
Driver Name
Exterior Color (0 P) Oxford White
Interior Color Black w/Medium Dark Slate w/Cloth 40/20/40 Fr Lic. Plate Type Unknown
GVWR 0
$ 1.00 Total Capitalized Amount (Delivered Price)
$ 0.01 Depreciation Reserve @ 1.3500%
$ 39.63 Monthly Lease Charge (Based on Interest Rate - Subject to a Floor) 2 $ 39.64 Total Monthly Rental Excluding Additional Services Additional Fleet Management
Master Policy Enrollment Fees
$ 0.00 Commercial Automobile Liability Enrollment
Liability Limit $0.00
$ 0.00 Physical Damage Management Comp/Coll Deductible 0 / 0 $ 0.00 Full Maintenance Program 3 Contract Miles 0 OverMileage Charge $ 0.00 Per Mile Incl: # Brake Sets (1 set = 1 Axle) 0 # Tires 0 Loaner Vehicle Not Included $ 0.00 Additional Services SubTotal
$ 3.08 Tax 7.7500% State CA
$ 42.72 Total Monthly Rental Including Additional Services $ 0.40 Reduced Book Value at 60 Months
$ 400.00 Service Charge Due at Lease Termination
Quote based on estimated annual mileage of 5,000
(Current market and vehicle conditions may also affect value of vehicle) (Quote is Subject to Customer's Credit Approval)
Notes
Enterprise FM Trust will be the owner of the vehicle covered by this Quote. Enterprise FM Trust (not Enterprise Fleet Management) will be the Lessor of such vehicle under the Master Open - End (Equity) Lease Agreement and shall have all rights and obligations of the Lessor under the Master Open - End (Equity) Lease Agreement with respect to such vehicle.

Lessee must maintain insurance coverage on the vehicle as set forth in Section 11 of the Master Open-End (Equity) Lease Agreement until the vehicle is sold.

ALL TAX AND LICENSE FEES TO BE BILLED TO LESSEE AS THEY OCCUR.

Lessee hereby authorizes this vehicle order, and agrees to lease the vehicle on the terms set forth herein and in the Master Equity Lease Agreement. In the event Lessee fails or refuses to accept delivery of the ordered vehicle, Lessee agrees that Lessor shall have the right to collect damages, including, but not limited to, a $500 disposal fee, interest incurred, and loss of value.

LESSEE City of Cypress

BY TITLE DATE
* INDICATES ITEMS TO BE BILLED ON DELIVERY.
1 Capitalized price of vehicle may be adjusted to reflect final manufacturer's invoice, plus a pre delivery interest charge. Lessee hereby assigns to Lessor any manufacturer rebates and/or manufacturer incentives intended for the Lessee, which rebates and/or incentives have been used by Lessor to reduce the capitalized price of the vehicle. 2 Monthly lease charge will be adjusted to reflect the interest rate on the delivery date (subject to a floor). 3 The inclusion herein of references to maintenance fees/services are solely for the administrative convenience of Lessee. Notwithstanding the inclusion of such references in this [Invoice/Schedule/Quote], all such maintenance services are to be performed by Enterprise Fleet Management, Inc., and all such maintenance fees are payable by Lessee solely for the account of Enterprise Fleet Management, Inc., pursuant to that certain separate [Maintenance Agreement] entered into by and between Lessee and Enterprise Fleet Management, Inc.; provided that such maintenance fees are being billed by Enterprise FM Trust, and are payable at the direction of Enterprise FM Trust, solely as an authorized agent for collection on behalf of Enterprise Fleet Management, Inc.

Open-End (Equity) Lease Rate Quote Quote No: 9630951
Printed On 04/20/2026 04:06:40 PM Page 1 of 6
Other Totals
Description (B)illed or (C)apped Price
Initial Administration Fee C $ 60.00
Pricing Plan Delivery Charge C $ 150.00
Courtesy Delivery Fee C $ 300.00
Total Other Charges Billed $ 0.00
Total Other Charges Capitalized $ 510.00
Other Charges Total $ 510.00
Open-End (Equity) Lease Rate Quote Quote No: 9630951
Printed On 04/20/2026 04:06:40 PM Page 2 of 6
VEHICLE INFORMATION:
2026 Ford F-150 XL 4x2 Regular Cab 8 ft. box 141 in. WB - US Series ID: F1K
Pricing Summary:

INVOICE MSRP
Base Vehicle $35,612 $37,290.00
Total Options $820.00 $900.00
Destination Charge $2,795.00 $2,795.00
Total Price
SELECTED COLOR:

Exterior: YZ-(0 P) Oxford White
Interior: CS-Black w/Medium Dark Slate w/Cloth 40/20/40 Front Seat SELECTED OPTIONS:

CODE DESCRIPTION INVOICE MSRP
101A Equipment Group 101A Standard NC NC
141WB 141" Wheelbase STD STD
153 Front License Plate Bracket NC NC
425 50-State Emissions Included Included
44G Transmission: Electronic 10-Speed Automatic Included Included 64C Wheels: 17" Silver Steel Included Included
67T Integrated Trailer Brake Controller $251.00 $275.00 96W Tough Bed Spray-in Bedliner $569.00 $625.00
99P Engine: 2.7L V6 EcoBoost Included Included
C Cloth 40/20/40 Front Seat Included Included
CS_01 Black w/Medium Dark Slate w/Cloth 40/20/40 Front Seat NC NC FCP1 Ford Connectivity Package (1-Year Included) Included Included PAINT Monotone Paint Application STD STD
STDGV GVWR: 6,220 Lb Payload Package Included Included
STDRD Radio: AM/FM Stereo w/SiriusXM 360L Included Included STDTR Tires: 245/70R17 BSW A/S Included Included
SYNC SYNC 4 w/Enhanced Voice Recognition Included Included WARANT Fleet Customer Powertrain Limited Warranty NC NC X19 3.55 Axle Ratio Included Included
YZ_01 (0 P) Oxford White NC NC
$39,227.00 $40,985.00
Open-End (Equity) Lease Rate Quote Quote No: 9630951
Printed On 04/20/2026 04:06:40 PM Page 3 of 6
CONFIGURED FEATURES:

Body Exterior Features:

Number Of Doors 2
Rear Cargo Door Type: tailgate
Driver And Passenger Mirror: power remote heated manual folding side-view door mirrors Door Handles: black
Front And Rear Bumpers: black front and rear bumpers with black rub strip Rear Step Bumper: rear step bumper
Front License Plate Bracket: front license plate bracket Bed Liner: bed liner
Box Style: regular
Body Material: aluminum body material
: class IV trailering with harness, hitch, brake controller Grille: black grille
Convenience Features:

Air Conditioning manual air conditioning
Air Filter: air filter
Cruise Control: cruise control with steering wheel controls Power Windows: power windows with driver and passenger 1-touch down Remote Keyless Entry: yes remote keyless entry
Illuminated Entry: illuminated entry
Integrated Key Remote: integrated key/remote
Auto Locking: auto-locking doors
Steering Wheel: steering wheel with manual tilting, manual telescoping Day-Night Rearview Mirror: day-night rearview mirror
Emergency SOS: SYNC 4 911 Assist emergency communication system Front Cupholder: front cupholder
Overhead Console: mini overhead console with storage
Glove Box: locking glove box
Driver Door Bin: driver and passenger door bins
Dashboard Storage: dashboard storage
Interior Concealed Storage: interior concealed storage
IP Storage: bin instrument-panel storage
Retained Accessory Power: retained accessory power
Entertainment Features:
radio AM/FM/Satellite with seek-scan
Radio Data System: radio data system
Voice Activated Radio: voice activated radio
Speed Sensitive Volume: speed-sensitive volume
Steering Wheel Radio Controls: steering-wheel mounted audio controls Speakers: 4 speakers
Internet Access: 5G Modem - Ford Connectivity Package internet access 1st Row LCD: 2 1st row LCD monitor
Wireless Connectivity: wireless phone connectivity
Antenna: fixed antenna
Lighting, Visibility and Instrumentation Features:

Headlamp Type delay-off reflector LED low/high beam headlamps Auto-Dimming Headlights: Auto High Beam auto high-beam headlights Cab Clearance Lights: cargo bed light
Front Wipers: variable intermittent wipers
Tinted Windows: light-tinted windows
Dome Light: dome light with fade
Front Reading Lights: front reading lights
Variable IP Lighting: variable instrument panel lighting Open-End (Equity) Lease Rate Quote Quote No: 9630951
Printed On 04/20/2026 04:06:40 PM Page 4 of 6
Display Type: analog appearance
Tachometer: tachometer
Compass: compass
Exterior Temp: outside-temperature display
Low Tire Pressure Warning: tire specific low-tire-pressure warning Park Distance Control: Reverse Sensing System rear parking sensors Trip Computer: trip computer
Trip Odometer: trip odometer
Lane Departure Warning: lane departure
Blind Spot Sensor: blind spot
Front Pedestrian Braking: front pedestrian detection
Forward Collision Alert: forward collision
Oil Pressure Gauge: oil pressure gauge
Water Temp Gauge: water temp. gauge
Transmission Oil Temp Gauge: transmission oil temp. gauge Clock: digital clock
Systems Monitor: driver information centre
Check Control: redundant digital speedometer
Rear Vision Camera: rear vision camera
Oil Pressure Warning: oil-pressure warning
Water Temp Warning: water-temp. warning
Battery Warning: battery warning
Lights On Warning: lights-on warning
Key in Ignition Warning: key-in-ignition warning
Low Fuel Warning: low-fuel warning
Door Ajar Warning: door-ajar warning
Brake Fluid Warning: brake-fluid warning
Safety And Security:

ABS four-wheel ABS brakes
Number of ABS Channels: 4 ABS channels
Brake Assistance: brake assist
Brake Type: four-wheel disc brakes
Vented Disc Brakes: front and rear ventilated disc brakes Daytime Running Lights: daytime running lights
Spare Tire Type: full-size spare tire
Spare Tire Mount: underbody mounted spare tire w/crankdown Driver Front Impact Airbag: driver and passenger front-impact airbags Driver Side Airbag: seat-mounted driver and passenger side-impact airbags Overhead Airbag: Safety Canopy System curtain 1st row overhead airbag Occupancy Sensor: front passenger airbag occupancy sensor Height Adjustable Seatbelts: height adjustable front seatbelts Seatbelt Pretensioners: front seatbelt pre-tensioners
Side Impact Bars: side-impact bars
Perimeter Under Vehicle Lights: remote activated perimeter/approach lights Tailgate/Rear Door Lock Type: tailgate/rear door lock included with power door locks Ignition Disable: SecuriLock immobilizer
Security System: security system
Panic Alarm: panic alarm
Electronic Stability: AdvanceTrac w/Roll Stability Control electronic stability stability control with anti-rollover Traction Control: ABS and driveline traction control
Front and Rear Headrests: manual adjustable front head restraints Seats And Trim:

Seating Capacity max. seating capacity of 3
Front Bucket Seats: front split-bench 40-20-40 seats
Number of Driver Seat Adjustments: 4-way driver and passenger seat adjustments Open-End (Equity) Lease Rate Quote Quote No: 9630951
Printed On 04/20/2026 04:06:40 PM Page 5 of 6
Reclining Driver Seat: manual reclining driver and passenger seats Driver Fore/Aft: manual driver and passenger fore/aft adjustment Front Centre Armrest Storage: front centre armrest
Leather Upholstery: cloth front seat upholstery
Headliner Material: full cloth headliner
Floor Covering: full vinyl/rubber floor covering
Cabback Insulator: cabback insulator
Shift Knob Trim: urethane shift knob
Interior Accents: chrome interior accents
Standard Engine:

Engine 325-hp, 2.7-liter V-6 (regular gas)
Standard Transmission:

Transmission 10-speed automatic w/ OD and PowerShift automatic Open-End (Equity) Lease Rate Quote Quote No: 9630951
Printed On 04/20/2026 04:06:40 PM Page 6 of 6
Prepared For: City of Cypress Date 04/20/2026
Streets, Kirk AE/AM ZRJ
Unit #
Year 2026 Make Chevrolet Model Equinox EV
Series LT 1 4dr
Vehicle Order Type Ordered Term 60 State CA Customer# 593460 $ 30,169.70 Capitalized Price of Vehicle1
$0.00 * Sales Tax 0.0000% State CA
$ 85.00 Initial License Fee
$ 0.00 * Registration Fee
$ 410.00 Other: (See Page 2)
$ 30,663.70 * Capitalized Price Reduction
$ 0.00 Gain Applied From Prior Unit
$ 0.00 * Security Deposit
$3,112.69 * Taxes
All language and acknowledgments contained in the signed quote apply to all vehicles that are ordered under this signed quote.

Order Information
Driver Name
Exterior Color (0 P) Summit White
Interior Color Black w/Cloth Seat Trim
Lic. Plate Type Unknown
GVWR 0
$ 1.00 Total Capitalized Amount (Delivered Price)
$ 0.02 Depreciation Reserve @ 2.0000%
$ 33.07 Monthly Lease Charge (Based on Interest Rate - Subject to a Floor) 2 $ 33.09 Total Monthly Rental Excluding Additional Services Additional Fleet Management
Master Policy Enrollment Fees
$ 0.00 Commercial Automobile Liability Enrollment
Liability Limit $0.00
$ 0.00 Physical Damage Management Comp/Coll Deductible 0 / 0 $ 0.00 Full Maintenance Program 3 Contract Miles 0 OverMileage Charge $ 0.00 Per Mile Incl: # Brake Sets (1 set = 1 Axle) 0 # Tires 0 Loaner Vehicle Not Included $ 0.00 Additional Services SubTotal
$ 2.57 Tax 7.7500% State CA
$ 35.66 Total Monthly Rental Including Additional Services $ -0.20 Reduced Book Value at 60 Months
$ 400.00 Service Charge Due at Lease Termination
Quote based on estimated annual mileage of 5,000
(Current market and vehicle conditions may also affect value of vehicle) (Quote is Subject to Customer's Credit Approval)
Notes
Enterprise FM Trust will be the owner of the vehicle covered by this Quote. Enterprise FM Trust (not Enterprise Fleet Management) will be the Lessor of such vehicle under the Master Open - End (Equity) Lease Agreement and shall have all rights and obligations of the Lessor under the Master Open - End (Equity) Lease Agreement with respect to such vehicle.

Lessee must maintain insurance coverage on the vehicle as set forth in Section 11 of the Master Open-End (Equity) Lease Agreement until the vehicle is sold.

ALL TAX AND LICENSE FEES TO BE BILLED TO LESSEE AS THEY OCCUR.

Lessee hereby authorizes this vehicle order, and agrees to lease the vehicle on the terms set forth herein and in the Master Equity Lease Agreement. In the event Lessee fails or refuses to accept delivery of the ordered vehicle, Lessee agrees that Lessor shall have the right to collect damages, including, but not limited to, a $500 disposal fee, interest incurred, and loss of value.

LESSEE City of Cypress

BY TITLE DATE
* INDICATES ITEMS TO BE BILLED ON DELIVERY.
1 Capitalized price of vehicle may be adjusted to reflect final manufacturer's invoice, plus a pre delivery interest charge. Lessee hereby assigns to Lessor any manufacturer rebates and/or manufacturer incentives intended for the Lessee, which rebates and/or incentives have been used by Lessor to reduce the capitalized price of the vehicle. 2 Monthly lease charge will be adjusted to reflect the interest rate on the delivery date (subject to a floor). 3 The inclusion herein of references to maintenance fees/services are solely for the administrative convenience of Lessee. Notwithstanding the inclusion of such references in this [Invoice/Schedule/Quote], all such maintenance services are to be performed by Enterprise Fleet Management, Inc., and all such maintenance fees are payable by Lessee solely for the account of Enterprise Fleet Management, Inc., pursuant to that certain separate [Maintenance Agreement] entered into by and between Lessee and Enterprise Fleet Management, Inc.; provided that such maintenance fees are being billed by Enterprise FM Trust, and are payable at the direction of Enterprise FM Trust, solely as an authorized agent for collection on behalf of Enterprise Fleet Management, Inc.

Open-End (Equity) Lease Rate Quote Quote No: 9935077
Printed On 04/20/2026 04:56:58 PM Page 1 of 6
Aftermarket Equipment Total
Description (B)illed or (C)apped Price
Custom Equipment - Rear Interior Mounted Traffic Advisor Light Bar. SEE PHENIX QUOTE# TQ53519 for details C $ 2,364.28
Total Aftermarket Equipment Billed $ 0.00
Total Aftermarket Equipment Capitalized $ 2,364.28
Aftermarket Equipment Total $ 2,364.28
Other Totals
Description (B)illed or (C)apped Price
Initial Administration Fee C $ 60.00
Pricing Plan Delivery Charge C $ 125.00
Courtesy Delivery Fee C $ 225.00
Total Other Charges Billed $ 0.00
Total Other Charges Capitalized $ 410.00
Other Charges Total $ 410.00
Open-End (Equity) Lease Rate Quote Quote No: 9935077
Printed On 04/20/2026 04:56:58 PM Page 2 of 6
VEHICLE INFORMATION:
2026 Chevrolet Equinox EV LT 1 4dr - US
Series ID: 1MB48
Pricing Summary:

INVOICE MSRP
Base Vehicle $33,840.17 $34,995.00
Total Options $1,165.25 $1,205.00
Destination Charge $1,800.00 $1,800.00
Total Price
SELECTED COLOR:

Exterior: GAZ-(0 P) Summit White
Interior: EKV-Black w/Cloth Seat Trim
SELECTED OPTIONS:

CODE DESCRIPTION INVOICE MSRP
2LT Preferred Equipment Group 2LT NC NC
A2V Driver 6-Way Manual Seat Adjuster Included Included A7E Front Passenger 4-Way Manual Seat Adjuster Included Included AR9 Front Bucket Seats STD STD
CAV All-Weather Cargo Area Liner (LPO) Included Included EKV_01 Black w/Cloth Seat Trim NC NC
EN0 Engine: None STD STD
FWD Front Wheel Drive STD STD
GAZ_02 (0 P) Summit White NC NC
MF1 Transmission: None (Electric Drive Unit) STD STD
PAINT Monotone Paint Application STD STD
PCR All-Weather Mat Package (LPO) $285.27 $295.00
PCY LT 1 Package NC NC
QLU Tires: 245/55R19 All-Season Blackwall STD STD
REH Wheels: 19" STD STD
RYU NACS DC Adapter (LPO) $265.93 $275.00
STDTM Cloth Seat Trim STD STD
U2K SiriusXM w/360L Trial Subscription Included Included UQF 6-Speaker Audio System Feature Included Included
URW Radio: 17.7" Diagonal Advanced Color LCD Display STD STD VAV All-Weather Floor Mats (LPO) Included Included
VK3 License Plate Front Mounting Package $38.68 $40.00
W2D Vertical Cargo Net (LPO) $91.87 $95.00
YF5 California State Emissions Requirements $483.50 $500.00 $36,805.42 $38,000.00
Open-End (Equity) Lease Rate Quote Quote No: 9935077
Printed On 04/20/2026 04:56:58 PM Page 3 of 6
CONFIGURED FEATURES:

Body Exterior Features:

Number Of Doors 4
Rear Cargo Door Type: liftgate
Driver And Passenger Mirror: power remote manual folding side-view door mirrors with turn signal indicator Spoiler: rear lip spoiler
Door Handles: body-coloured
Front And Rear Bumpers: body-coloured front and rear bumpers with black rub strip Front License Plate Bracket: front license plate bracket Body Material: fully galvanized steel body material
Body Side Cladding: black bodyside cladding
Grille: black grille
Convenience Features:

Air Conditioning automatic air conditioning
Air Filter: air filter
Console Ducts: console ducts
Voice Activated A/C: voice activated air conditioning
Cruise Control: cruise control with steering wheel controls, Adaptive Cruise Control adaptive Power Windows: power windows with front and rear 1-touch down 1/4 Vent Rear Windows: power rearmost windows
Remote Keyless Entry: yes remote keyless entry
Illuminated Entry: illuminated entry
Integrated Key Remote: integrated key/remote
Auto Locking: auto-locking doors
Passive Entry: Keyless Open/Keyless Start proximity key Window FOB Controls: remote window controls
Steering Wheel: steering wheel with manual tilting, manual telescoping Day-Night Rearview Mirror: day-night rearview mirror
Driver and Passenger Vanity Mirror: auxiliary driver and passenger-side visor mirrors Emergency SOS: OnStar and Chevrolet connected services capable emergency communication system Navigation System: Google built-in compatibility (select service plan required, terms and limitations apply) navigation system with voice activation Front Cupholder: front and rear cupholders
Floor Console: full floor console with covered box
Overhead Console: mini overhead console
Glove Box: glove box
Driver Door Bin: driver and passenger door bins
Rear Door Bins: rear door bins
Seatback Storage Pockets: 1 seatback storage pockets
IP Storage: bin instrument-panel storage
Driver Footrest: driver's footrest
Retained Accessory Power: retained accessory power
Power Accessory Outlet: 2 12V DC power outlets
Entertainment Features:
radio AM/FM/Satellite with seek-scan
Voice Activated Radio: voice activated radio
Speed Sensitive Volume: speed-sensitive volume
Steering Wheel Radio Controls: steering-wheel mounted audio controls Speakers: 6 speakers
Internet Access: 5G Wi-Fi Hotspot capable internet access TV Tuner: OnStar Turn-by-Turn Navigation turn-by-turn navigation directions 1st Row LCD: 2 1st row LCD monitor
Antenna: integrated roof antenna
Lighting, Visibility and Instrumentation Features:

Headlamp Type delay-off projector beam LED low/high beam headlamps Open-End (Equity) Lease Rate Quote Quote No: 9935077
Printed On 04/20/2026 04:56:58 PM Page 4 of 6
Auto-Dimming Headlights: IntelliBeam auto high-beam headlights Front Wipers: variable intermittent wipers
Rear Window wiper: rear window wiper
Rear Window Defroster: rear window defroster
Tinted Windows: deep-tinted windows
Dome Light: dome light with fade
Front Reading Lights: front and rear reading lights
Door Curb/Courtesy Lights: 4 door curb/courtesy lights
Variable IP Lighting: variable instrument panel lighting Display Type: digital appearance
Compass: compass
Exterior Temp: outside-temperature display
Low Tire Pressure Warning: tire specific low-tire-pressure warning Park Distance Control: Rear Park Assist rear parking sensors Trip Computer: trip computer
Trip Odometer: trip odometer
Lane Departure Warning: lane departure
Blind Spot Sensor: blind spot
Front Pedestrian Braking: front pedestrian detection
Following Distance Indicator: following distance alert
Forward Collision Alert: forward collision
Clock: digital clock
Systems Monitor: driver information centre
Rear Vision Camera: rear vision camera
Battery Warning: battery warning
Lights On Warning: lights-on warning
Key in Ignition Warning: key-in-ignition warning
Low Washer Fluid Warning: low-washer-fluid warning
Bulb Failure Warning: bulb-failure warning
Door Ajar Warning: door-ajar warning
Trunk Ajar Warning: trunk-ajar warning
Brake Fluid Warning: brake-fluid warning
Turn Signal On Warning: turn-signal-on warning
Safety And Security:

ABS four-wheel ABS brakes
Number of ABS Channels: 4 ABS channels
Brake Assistance: brake assist
Brake Type: four-wheel disc brakes
Vented Disc Brakes: front ventilated disc brakes
Daytime Running Lights: daytime running lights
Driver Front Impact Airbag: driver and passenger front-impact airbags Driver Side Airbag: seat-mounted driver and passenger side-impact airbags Overhead Airbag: curtain 1st and 2nd row overhead airbag Knee Airbag: knee airbag
Occupancy Sensor: front passenger airbag occupancy sensor Height Adjustable Seatbelts: height adjustable front seatbelts Seatbelt Pretensioners: front and rear seatbelt pre-tensioners 3Point Rear Centre Seatbelt: 3 point rear centre seatbelt Side Impact Bars: side-impact bars
Perimeter Under Vehicle Lights: remote activated perimeter/approach lights Tailgate/Rear Door Lock Type: tailgate/rear door lock included with power door locks Rear Child Safety Locks: rear child safety locks
Ignition Disable: immobilizer
Security System: security system
Panic Alarm: panic alarm
Open-End (Equity) Lease Rate Quote Quote No: 9935077
Printed On 04/20/2026 04:56:58 PM Page 5 of 6
Tracker System: tracker system
Electronic Stability: StabiliTrak electronic stability
Traction Control: ABS and driveline traction control
Front and Rear Headrests: manual adjustable front head restraints Rear Headrest Control: 3 rear head restraints
Seats And Trim:

Seating Capacity max. seating capacity of 5
Front Bucket Seats: front bucket seats
Number of Driver Seat Adjustments: 6-way driver and passenger seat adjustments Reclining Driver Seat: manual reclining driver and passenger seats Driver Height Adjustment: manual height-adjustable driver and passenger seats Driver Fore/Aft: manual driver and passenger fore/aft adjustment Front Centre Armrest Storage: front centre armrest
Rear Seat Type: rear 60-40 bench seat
Rear Folding Position: rear seat fold-forward seatback
Rear Seat Armrest: rear seat centre armrest
Leather Upholstery: cloth front and rear seat upholstery Door Trim Insert: leatherette door panel trim
Headliner Material: full cloth headliner
Floor Covering: full carpet floor covering
Dashboard Console Insert, Door Panel Insert Combination: metal-look instrument panel insert, door panel insert, console insert Floor Mats: carpet front and rear floor mats
Interior Accents: metal-look interior accents
Cargo Space Trim: carpet cargo space
Trunk Lid: plastic trunk lid/rear cargo door
Cargo Mats: vinyl/rubber cargo mat
Cargo Tie Downs: cargo tie-downs
Cargo Light: cargo light
Concealed Cargo Storage: concealed cargo storage
Air Compressor: tire mobility kit
Cargo Net: cargo net
Standard Engine:

Engine 213-hp, (electric)
Standard Transmission:

Transmission 1-speed automatic
Open-End (Equity) Lease Rate Quote Quote No: 9935077
Printed On 04/20/2026 04:56:58 PM Page 6 of 6
Prepared For: City of Cypress Date 04/20/2026
Streets, Kirk AE/AM ZRJ
Unit #
Year 2026 Make Chevrolet Model Equinox EV
Series LT 1 4dr
Vehicle Order Type Ordered Term 60 State CA Customer# 593460 $ 31,673.70 Capitalized Price of Vehicle1
$0.00 * Sales Tax 0.0000% State CA
$ 85.00 Initial License Fee
$ 0.00 * Registration Fee
$ 410.00 Other: (See Page 2)
$ 32,167.70 * Capitalized Price Reduction
$ 0.00 Gain Applied From Prior Unit
$ 0.00 * Security Deposit
$3,229.25 * Taxes
All language and acknowledgments contained in the signed quote apply to all vehicles that are ordered under this signed quote.

Order Information
Driver Name
Exterior Color (0 P) Summit White
Interior Color Black w/Cloth Seat Trim
Lic. Plate Type Unknown
GVWR 0
$ 1.00 Total Capitalized Amount (Delivered Price)
$ 0.02 Depreciation Reserve @ 2.0000%
$ 34.58 Monthly Lease Charge (Based on Interest Rate - Subject to a Floor) 2 $ 34.60 Total Monthly Rental Excluding Additional Services Additional Fleet Management
Master Policy Enrollment Fees
$ 0.00 Commercial Automobile Liability Enrollment
Liability Limit $0.00
$ 0.00 Physical Damage Management Comp/Coll Deductible 0 / 0 $ 0.00 Full Maintenance Program 3 Contract Miles 0 OverMileage Charge $ 0.00 Per Mile Incl: # Brake Sets (1 set = 1 Axle) 0 # Tires 0 Loaner Vehicle Not Included $ 0.00 Additional Services SubTotal
$ 2.68 Tax 7.7500% State CA
$ 37.28 Total Monthly Rental Including Additional Services $ -0.20 Reduced Book Value at 60 Months
$ 400.00 Service Charge Due at Lease Termination
Quote based on estimated annual mileage of 5,000
(Current market and vehicle conditions may also affect value of vehicle) (Quote is Subject to Customer's Credit Approval)
Notes
Enterprise FM Trust will be the owner of the vehicle covered by this Quote. Enterprise FM Trust (not Enterprise Fleet Management) will be the Lessor of such vehicle under the Master Open - End (Equity) Lease Agreement and shall have all rights and obligations of the Lessor under the Master Open - End (Equity) Lease Agreement with respect to such vehicle.

Lessee must maintain insurance coverage on the vehicle as set forth in Section 11 of the Master Open-End (Equity) Lease Agreement until the vehicle is sold.

ALL TAX AND LICENSE FEES TO BE BILLED TO LESSEE AS THEY OCCUR.

Lessee hereby authorizes this vehicle order, and agrees to lease the vehicle on the terms set forth herein and in the Master Equity Lease Agreement. In the event Lessee fails or refuses to accept delivery of the ordered vehicle, Lessee agrees that Lessor shall have the right to collect damages, including, but not limited to, a $500 disposal fee, interest incurred, and loss of value.

LESSEE City of Cypress

BY TITLE DATE
* INDICATES ITEMS TO BE BILLED ON DELIVERY.
1 Capitalized price of vehicle may be adjusted to reflect final manufacturer's invoice, plus a pre delivery interest charge. Lessee hereby assigns to Lessor any manufacturer rebates and/or manufacturer incentives intended for the Lessee, which rebates and/or incentives have been used by Lessor to reduce the capitalized price of the vehicle. 2 Monthly lease charge will be adjusted to reflect the interest rate on the delivery date (subject to a floor). 3 The inclusion herein of references to maintenance fees/services are solely for the administrative convenience of Lessee. Notwithstanding the inclusion of such references in this [Invoice/Schedule/Quote], all such maintenance services are to be performed by Enterprise Fleet Management, Inc., and all such maintenance fees are payable by Lessee solely for the account of Enterprise Fleet Management, Inc., pursuant to that certain separate [Maintenance Agreement] entered into by and between Lessee and Enterprise Fleet Management, Inc.; provided that such maintenance fees are being billed by Enterprise FM Trust, and are payable at the direction of Enterprise FM Trust, solely as an authorized agent for collection on behalf of Enterprise Fleet Management, Inc.

Open-End (Equity) Lease Rate Quote Quote No: 9935042
Printed On 04/20/2026 04:59:31 PM Page 1 of 6
Aftermarket Equipment Total
Description (B)illed or (C)apped Price
Custom Equipment - Rear Interior Mounted Traffic Adivsor Light Bar, Front & Rear Strobe Lighting. SEE PHENIX QUOTE # TQ53518 for details C $ 3,868.28 Total Aftermarket Equipment Billed $ 0.00
Total Aftermarket Equipment Capitalized $ 3,868.28
Aftermarket Equipment Total $ 3,868.28
Other Totals
Description (B)illed or (C)apped Price
Initial Administration Fee C $ 60.00
Pricing Plan Delivery Charge C $ 125.00
Courtesy Delivery Fee C $ 225.00
Total Other Charges Billed $ 0.00
Total Other Charges Capitalized $ 410.00
Other Charges Total $ 410.00
Open-End (Equity) Lease Rate Quote Quote No: 9935042
Printed On 04/20/2026 04:59:31 PM Page 2 of 6
VEHICLE INFORMATION:
2026 Chevrolet Equinox EV LT 1 4dr - US
Series ID: 1MB48
Pricing Summary:

INVOICE MSRP
Base Vehicle $33,840.17 $34,995.00
Total Options $1,165.25 $1,205.00
Destination Charge $1,800.00 $1,800.00
Total Price
SELECTED COLOR:

Exterior: GAZ-(0 P) Summit White
Interior: EKV-Black w/Cloth Seat Trim
SELECTED OPTIONS:

CODE DESCRIPTION INVOICE MSRP
2LT Preferred Equipment Group 2LT NC NC
A2V Driver 6-Way Manual Seat Adjuster Included Included A7E Front Passenger 4-Way Manual Seat Adjuster Included Included AR9 Front Bucket Seats STD STD
CAV All-Weather Cargo Area Liner (LPO) Included Included EKV_01 Black w/Cloth Seat Trim NC NC
EN0 Engine: None STD STD
FWD Front Wheel Drive STD STD
GAZ_02 (0 P) Summit White NC NC
MF1 Transmission: None (Electric Drive Unit) STD STD
PAINT Monotone Paint Application STD STD
PCR All-Weather Mat Package (LPO) $285.27 $295.00
PCY LT 1 Package NC NC
QLU Tires: 245/55R19 All-Season Blackwall STD STD
REH Wheels: 19" STD STD
RIA Contoured All-Weather Floor Liners (LPO) Included Included RYU NACS DC Adapter (LPO) $265.93 $275.00
STDTM Cloth Seat Trim STD STD
U2K SiriusXM w/360L Trial Subscription Included Included UQF 6-Speaker Audio System Feature Included Included
URW Radio: 17.7" Diagonal Advanced Color LCD Display STD STD VAV All-Weather Floor Mats (LPO) Included Included
VK3 License Plate Front Mounting Package $38.68 $40.00
W2D Vertical Cargo Net (LPO) $91.87 $95.00
YF5 California State Emissions Requirements $483.50 $500.00 $36,805.42 $38,000.00
Open-End (Equity) Lease Rate Quote Quote No: 9935042
Printed On 04/20/2026 04:59:31 PM Page 3 of 6
CONFIGURED FEATURES:

Body Exterior Features:

Number Of Doors 4
Rear Cargo Door Type: liftgate
Driver And Passenger Mirror: power remote manual folding side-view door mirrors with turn signal indicator Spoiler: rear lip spoiler
Door Handles: body-coloured
Front And Rear Bumpers: body-coloured front and rear bumpers with black rub strip Front License Plate Bracket: front license plate bracket Body Material: fully galvanized steel body material
Body Side Cladding: black bodyside cladding
Grille: black grille
Convenience Features:

Air Conditioning automatic air conditioning
Air Filter: air filter
Console Ducts: console ducts
Voice Activated A/C: voice activated air conditioning
Cruise Control: cruise control with steering wheel controls, Adaptive Cruise Control adaptive Power Windows: power windows with front and rear 1-touch down 1/4 Vent Rear Windows: power rearmost windows
Remote Keyless Entry: yes remote keyless entry
Illuminated Entry: illuminated entry
Integrated Key Remote: integrated key/remote
Auto Locking: auto-locking doors
Passive Entry: Keyless Open/Keyless Start proximity key Window FOB Controls: remote window controls
Steering Wheel: steering wheel with manual tilting, manual telescoping Day-Night Rearview Mirror: day-night rearview mirror
Driver and Passenger Vanity Mirror: auxiliary driver and passenger-side visor mirrors Emergency SOS: OnStar and Chevrolet connected services capable emergency communication system Navigation System: Google built-in compatibility (select service plan required, terms and limitations apply) navigation system with voice activation Front Cupholder: front and rear cupholders
Floor Console: full floor console with covered box
Overhead Console: mini overhead console
Glove Box: glove box
Driver Door Bin: driver and passenger door bins
Rear Door Bins: rear door bins
Seatback Storage Pockets: 1 seatback storage pockets
IP Storage: bin instrument-panel storage
Driver Footrest: driver's footrest
Retained Accessory Power: retained accessory power
Power Accessory Outlet: 2 12V DC power outlets
Entertainment Features:
radio AM/FM/Satellite with seek-scan
Voice Activated Radio: voice activated radio
Speed Sensitive Volume: speed-sensitive volume
Steering Wheel Radio Controls: steering-wheel mounted audio controls Speakers: 6 speakers
Internet Access: 5G Wi-Fi Hotspot capable internet access TV Tuner: OnStar Turn-by-Turn Navigation turn-by-turn navigation directions 1st Row LCD: 2 1st row LCD monitor
Antenna: integrated roof antenna
Lighting, Visibility and Instrumentation Features:

Headlamp Type delay-off projector beam LED low/high beam headlamps Open-End (Equity) Lease Rate Quote Quote No: 9935042
Printed On 04/20/2026 04:59:31 PM Page 4 of 6
Auto-Dimming Headlights: IntelliBeam auto high-beam headlights Front Wipers: variable intermittent wipers
Rear Window wiper: rear window wiper
Rear Window Defroster: rear window defroster
Tinted Windows: deep-tinted windows
Dome Light: dome light with fade
Front Reading Lights: front and rear reading lights
Door Curb/Courtesy Lights: 4 door curb/courtesy lights
Variable IP Lighting: variable instrument panel lighting Display Type: digital appearance
Compass: compass
Exterior Temp: outside-temperature display
Low Tire Pressure Warning: tire specific low-tire-pressure warning Park Distance Control: Rear Park Assist rear parking sensors Trip Computer: trip computer
Trip Odometer: trip odometer
Lane Departure Warning: lane departure
Blind Spot Sensor: blind spot
Front Pedestrian Braking: front pedestrian detection
Following Distance Indicator: following distance alert
Forward Collision Alert: forward collision
Clock: digital clock
Systems Monitor: driver information centre
Rear Vision Camera: rear vision camera
Battery Warning: battery warning
Lights On Warning: lights-on warning
Key in Ignition Warning: key-in-ignition warning
Low Washer Fluid Warning: low-washer-fluid warning
Bulb Failure Warning: bulb-failure warning
Door Ajar Warning: door-ajar warning
Trunk Ajar Warning: trunk-ajar warning
Brake Fluid Warning: brake-fluid warning
Turn Signal On Warning: turn-signal-on warning
Safety And Security:

ABS four-wheel ABS brakes
Number of ABS Channels: 4 ABS channels
Brake Assistance: brake assist
Brake Type: four-wheel disc brakes
Vented Disc Brakes: front ventilated disc brakes
Daytime Running Lights: daytime running lights
Driver Front Impact Airbag: driver and passenger front-impact airbags Driver Side Airbag: seat-mounted driver and passenger side-impact airbags Overhead Airbag: curtain 1st and 2nd row overhead airbag Knee Airbag: knee airbag
Occupancy Sensor: front passenger airbag occupancy sensor Height Adjustable Seatbelts: height adjustable front seatbelts Seatbelt Pretensioners: front and rear seatbelt pre-tensioners 3Point Rear Centre Seatbelt: 3 point rear centre seatbelt Side Impact Bars: side-impact bars
Perimeter Under Vehicle Lights: remote activated perimeter/approach lights Tailgate/Rear Door Lock Type: tailgate/rear door lock included with power door locks Rear Child Safety Locks: rear child safety locks
Ignition Disable: immobilizer
Security System: security system
Panic Alarm: panic alarm
Open-End (Equity) Lease Rate Quote Quote No: 9935042
Printed On 04/20/2026 04:59:31 PM Page 5 of 6
Tracker System: tracker system
Electronic Stability: StabiliTrak electronic stability
Traction Control: ABS and driveline traction control
Front and Rear Headrests: manual adjustable front head restraints Rear Headrest Control: 3 rear head restraints
Seats And Trim:

Seating Capacity max. seating capacity of 5
Front Bucket Seats: front bucket seats
Number of Driver Seat Adjustments: 6-way driver and passenger seat adjustments Reclining Driver Seat: manual reclining driver and passenger seats Driver Height Adjustment: manual height-adjustable driver and passenger seats Driver Fore/Aft: manual driver and passenger fore/aft adjustment Front Centre Armrest Storage: front centre armrest
Rear Seat Type: rear 60-40 bench seat
Rear Folding Position: rear seat fold-forward seatback
Rear Seat Armrest: rear seat centre armrest
Leather Upholstery: cloth front and rear seat upholstery Door Trim Insert: leatherette door panel trim
Headliner Material: full cloth headliner
Floor Covering: full carpet floor covering
Dashboard Console Insert, Door Panel Insert Combination: metal-look instrument panel insert, door panel insert, console insert Floor Mats: carpet front and rear floor mats
Interior Accents: metal-look interior accents
Cargo Space Trim: carpet cargo space
Trunk Lid: plastic trunk lid/rear cargo door
Cargo Mats: vinyl/rubber cargo mat
Cargo Tie Downs: cargo tie-downs
Cargo Light: cargo light
Concealed Cargo Storage: concealed cargo storage
Air Compressor: tire mobility kit
Cargo Net: cargo net
Standard Engine:

Engine 213-hp, (electric)
Standard Transmission:

Transmission 1-speed automatic
Open-End (Equity) Lease Rate Quote Quote No: 9935042
Printed On 04/20/2026 04:59:31 PM Page 6 of 6
Prepared For: City of Cypress Date 04/20/2026
Streets, Kirk AE/AM ZRJ
Unit #
Year 2026 Make Chevrolet Model Equinox EV
Series LT 1 4dr
Vehicle Order Type Ordered Term 60 State CA Customer# 593460 $ 27,805.42 Capitalized Price of Vehicle1
$0.00 * Sales Tax 0.0000% State CA
$ 85.00 Initial License Fee
$ 0.00 * Registration Fee
$ 485.00 Other: (See Page 2)
$ 28,374.42 * Capitalized Price Reduction
$ 0.00 Gain Applied From Prior Unit
$ 0.00 * Security Deposit
$2,935.27 * Taxes
All language and acknowledgments contained in the signed quote apply to all vehicles that are ordered under this signed quote.

Order Information
Driver Name
Exterior Color (0 P) Summit White
Interior Color Black w/Cloth Seat Trim
Lic. Plate Type Unknown
GVWR 0
$ 1.00 Total Capitalized Amount (Delivered Price)
$ 0.01 Depreciation Reserve @ 1.3500%
$ 30.79 Monthly Lease Charge (Based on Interest Rate - Subject to a Floor) 2 $ 30.80 Total Monthly Rental Excluding Additional Services Additional Fleet Management
Master Policy Enrollment Fees
$ 0.00 Commercial Automobile Liability Enrollment
Liability Limit $0.00
$ 0.00 Physical Damage Management Comp/Coll Deductible 0 / 0 $ 0.00 Full Maintenance Program 3 Contract Miles 0 OverMileage Charge $ 0.00 Per Mile Incl: # Brake Sets (1 set = 1 Axle) 0 # Tires 0 Loaner Vehicle Not Included $ 0.00 Additional Services SubTotal
$ 2.39 Tax 7.7500% State CA
$ 33.19 Total Monthly Rental Including Additional Services $ 0.40 Reduced Book Value at 60 Months
$ 400.00 Service Charge Due at Lease Termination
Quote based on estimated annual mileage of 5,000
(Current market and vehicle conditions may also affect value of vehicle) (Quote is Subject to Customer's Credit Approval)
Notes
Enterprise FM Trust will be the owner of the vehicle covered by this Quote. Enterprise FM Trust (not Enterprise Fleet Management) will be the Lessor of such vehicle under the Master Open - End (Equity) Lease Agreement and shall have all rights and obligations of the Lessor under the Master Open - End (Equity) Lease Agreement with respect to such vehicle.

Lessee must maintain insurance coverage on the vehicle as set forth in Section 11 of the Master Open-End (Equity) Lease Agreement until the vehicle is sold.

ALL TAX AND LICENSE FEES TO BE BILLED TO LESSEE AS THEY OCCUR.

Lessee hereby authorizes this vehicle order, and agrees to lease the vehicle on the terms set forth herein and in the Master Equity Lease Agreement. In the event Lessee fails or refuses to accept delivery of the ordered vehicle, Lessee agrees that Lessor shall have the right to collect damages, including, but not limited to, a $500 disposal fee, interest incurred, and loss of value.

LESSEE City of Cypress

BY TITLE DATE
* INDICATES ITEMS TO BE BILLED ON DELIVERY.
1 Capitalized price of vehicle may be adjusted to reflect final manufacturer's invoice, plus a pre delivery interest charge. Lessee hereby assigns to Lessor any manufacturer rebates and/or manufacturer incentives intended for the Lessee, which rebates and/or incentives have been used by Lessor to reduce the capitalized price of the vehicle. 2 Monthly lease charge will be adjusted to reflect the interest rate on the delivery date (subject to a floor). 3 The inclusion herein of references to maintenance fees/services are solely for the administrative convenience of Lessee. Notwithstanding the inclusion of such references in this [Invoice/Schedule/Quote], all such maintenance services are to be performed by Enterprise Fleet Management, Inc., and all such maintenance fees are payable by Lessee solely for the account of Enterprise Fleet Management, Inc., pursuant to that certain separate [Maintenance Agreement] entered into by and between Lessee and Enterprise Fleet Management, Inc.; provided that such maintenance fees are being billed by Enterprise FM Trust, and are payable at the direction of Enterprise FM Trust, solely as an authorized agent for collection on behalf of Enterprise Fleet Management, Inc.

Open-End (Equity) Lease Rate Quote Quote No: 9572754
Printed On 04/20/2026 04:23:31 PM Page 1 of 6
Other Totals
Description (B)illed or (C)apped Price
Initial Administration Fee C $ 60.00
Pricing Plan Delivery Charge C $ 125.00
Courtesy Delivery Fee C $ 300.00
Total Other Charges Billed $ 0.00
Total Other Charges Capitalized $ 485.00
Other Charges Total $ 485.00
Open-End (Equity) Lease Rate Quote Quote No: 9572754
Printed On 04/20/2026 04:23:31 PM Page 2 of 6
VEHICLE INFORMATION:
2026 Chevrolet Equinox EV LT 1 4dr - US
Series ID: 1MB48
Pricing Summary:

INVOICE MSRP
Base Vehicle $33,840.17 $34,995.00
Total Options $1,165.25 $1,205.00
Destination Charge $1,800.00 $1,800.00
Total Price
SELECTED COLOR:

Exterior: GAZ-(0 P) Summit White
Interior: EKV-Black w/Cloth Seat Trim
SELECTED OPTIONS:

CODE DESCRIPTION INVOICE MSRP
2LT Preferred Equipment Group 2LT NC NC
A2V Driver 6-Way Manual Seat Adjuster Included Included A7E Front Passenger 4-Way Manual Seat Adjuster Included Included AR9 Front Bucket Seats STD STD
CAV All-Weather Cargo Area Liner (LPO) Included Included EKV_01 Black w/Cloth Seat Trim NC NC
EN0 Engine: None STD STD
FWD Front Wheel Drive STD STD
GAZ_02 (0 P) Summit White NC NC
MF1 Transmission: None (Electric Drive Unit) STD STD
PAINT Monotone Paint Application STD STD
PCR All-Weather Mat Package (LPO) $285.27 $295.00
PCY LT 1 Package NC NC
QLU Tires: 245/55R19 All-Season Blackwall STD STD
REH Wheels: 19" STD STD
RYU NACS DC Adapter (LPO) $265.93 $275.00
STDTM Cloth Seat Trim STD STD
U2K SiriusXM w/360L Trial Subscription Included Included UQF 6-Speaker Audio System Feature Included Included
URW Radio: 17.7" Diagonal Advanced Color LCD Display STD STD VAV All-Weather Floor Mats (LPO) Included Included
VK3 License Plate Front Mounting Package $38.68 $40.00
W2D Vertical Cargo Net (LPO) $91.87 $95.00
YF5 California State Emissions Requirements $483.50 $500.00 $36,805.42 $38,000.00
Open-End (Equity) Lease Rate Quote Quote No: 9572754
Printed On 04/20/2026 04:23:31 PM Page 3 of 6
CONFIGURED FEATURES:

Body Exterior Features:

Number Of Doors 4
Rear Cargo Door Type: liftgate
Driver And Passenger Mirror: power remote manual folding side-view door mirrors with turn signal indicator Spoiler: rear lip spoiler
Door Handles: body-coloured
Front And Rear Bumpers: body-coloured front and rear bumpers with black rub strip Front License Plate Bracket: front license plate bracket Body Material: fully galvanized steel body material
Body Side Cladding: black bodyside cladding
Grille: black grille
Convenience Features:

Air Conditioning automatic air conditioning
Air Filter: air filter
Console Ducts: console ducts
Voice Activated A/C: voice activated air conditioning
Cruise Control: cruise control with steering wheel controls, Adaptive Cruise Control adaptive Power Windows: power windows with front and rear 1-touch down 1/4 Vent Rear Windows: power rearmost windows
Remote Keyless Entry: yes remote keyless entry
Illuminated Entry: illuminated entry
Integrated Key Remote: integrated key/remote
Auto Locking: auto-locking doors
Passive Entry: Keyless Open/Keyless Start proximity key Window FOB Controls: remote window controls
Steering Wheel: steering wheel with manual tilting, manual telescoping Day-Night Rearview Mirror: day-night rearview mirror
Driver and Passenger Vanity Mirror: auxiliary driver and passenger-side visor mirrors Emergency SOS: OnStar and Chevrolet connected services capable emergency communication system Navigation System: Google built-in compatibility (select service plan required, terms and limitations apply) navigation system with voice activation Front Cupholder: front and rear cupholders
Floor Console: full floor console with covered box
Overhead Console: mini overhead console
Glove Box: glove box
Driver Door Bin: driver and passenger door bins
Rear Door Bins: rear door bins
Seatback Storage Pockets: 1 seatback storage pockets
IP Storage: bin instrument-panel storage
Driver Footrest: driver's footrest
Retained Accessory Power: retained accessory power
Power Accessory Outlet: 2 12V DC power outlets
Entertainment Features:
radio AM/FM/Satellite with seek-scan
Voice Activated Radio: voice activated radio
Speed Sensitive Volume: speed-sensitive volume
Steering Wheel Radio Controls: steering-wheel mounted audio controls Speakers: 6 speakers
Internet Access: 5G Wi-Fi Hotspot capable internet access TV Tuner: OnStar Turn-by-Turn Navigation turn-by-turn navigation directions 1st Row LCD: 2 1st row LCD monitor
Antenna: integrated roof antenna
Lighting, Visibility and Instrumentation Features:

Headlamp Type delay-off projector beam LED low/high beam headlamps Open-End (Equity) Lease Rate Quote Quote No: 9572754
Printed On 04/20/2026 04:23:31 PM Page 4 of 6
Auto-Dimming Headlights: IntelliBeam auto high-beam headlights Front Wipers: variable intermittent wipers
Rear Window wiper: rear window wiper
Rear Window Defroster: rear window defroster
Tinted Windows: deep-tinted windows
Dome Light: dome light with fade
Front Reading Lights: front and rear reading lights
Door Curb/Courtesy Lights: 4 door curb/courtesy lights
Variable IP Lighting: variable instrument panel lighting Display Type: digital appearance
Compass: compass
Exterior Temp: outside-temperature display
Low Tire Pressure Warning: tire specific low-tire-pressure warning Park Distance Control: Rear Park Assist rear parking sensors Trip Computer: trip computer
Trip Odometer: trip odometer
Lane Departure Warning: lane departure
Blind Spot Sensor: blind spot
Front Pedestrian Braking: front pedestrian detection
Following Distance Indicator: following distance alert
Forward Collision Alert: forward collision
Clock: digital clock
Systems Monitor: driver information centre
Rear Vision Camera: rear vision camera
Battery Warning: battery warning
Lights On Warning: lights-on warning
Key in Ignition Warning: key-in-ignition warning
Low Washer Fluid Warning: low-washer-fluid warning
Bulb Failure Warning: bulb-failure warning
Door Ajar Warning: door-ajar warning
Trunk Ajar Warning: trunk-ajar warning
Brake Fluid Warning: brake-fluid warning
Turn Signal On Warning: turn-signal-on warning
Safety And Security:

ABS four-wheel ABS brakes
Number of ABS Channels: 4 ABS channels
Brake Assistance: brake assist
Brake Type: four-wheel disc brakes
Vented Disc Brakes: front ventilated disc brakes
Daytime Running Lights: daytime running lights
Driver Front Impact Airbag: driver and passenger front-impact airbags Driver Side Airbag: seat-mounted driver and passenger side-impact airbags Overhead Airbag: curtain 1st and 2nd row overhead airbag Knee Airbag: knee airbag
Occupancy Sensor: front passenger airbag occupancy sensor Height Adjustable Seatbelts: height adjustable front seatbelts Seatbelt Pretensioners: front and rear seatbelt pre-tensioners 3Point Rear Centre Seatbelt: 3 point rear centre seatbelt Side Impact Bars: side-impact bars
Perimeter Under Vehicle Lights: remote activated perimeter/approach lights Tailgate/Rear Door Lock Type: tailgate/rear door lock included with power door locks Rear Child Safety Locks: rear child safety locks
Ignition Disable: immobilizer
Security System: security system
Panic Alarm: panic alarm
Open-End (Equity) Lease Rate Quote Quote No: 9572754
Printed On 04/20/2026 04:23:31 PM Page 5 of 6
Tracker System: tracker system
Electronic Stability: StabiliTrak electronic stability
Traction Control: ABS and driveline traction control
Front and Rear Headrests: manual adjustable front head restraints Rear Headrest Control: 3 rear head restraints
Seats And Trim:

Seating Capacity max. seating capacity of 5
Front Bucket Seats: front bucket seats
Number of Driver Seat Adjustments: 6-way driver and passenger seat adjustments Reclining Driver Seat: manual reclining driver and passenger seats Driver Height Adjustment: manual height-adjustable driver and passenger seats Driver Fore/Aft: manual driver and passenger fore/aft adjustment Front Centre Armrest Storage: front centre armrest
Rear Seat Type: rear 60-40 bench seat
Rear Folding Position: rear seat fold-forward seatback
Rear Seat Armrest: rear seat centre armrest
Leather Upholstery: cloth front and rear seat upholstery Door Trim Insert: leatherette door panel trim
Headliner Material: full cloth headliner
Floor Covering: full carpet floor covering
Dashboard Console Insert, Door Panel Insert Combination: metal-look instrument panel insert, door panel insert, console insert Floor Mats: carpet front and rear floor mats
Interior Accents: metal-look interior accents
Cargo Space Trim: carpet cargo space
Trunk Lid: plastic trunk lid/rear cargo door
Cargo Mats: vinyl/rubber cargo mat
Cargo Tie Downs: cargo tie-downs
Cargo Light: cargo light
Concealed Cargo Storage: concealed cargo storage
Air Compressor: tire mobility kit
Cargo Net: cargo net
Standard Engine:

Engine 213-hp, (electric)
Standard Transmission:

Transmission 1-speed automatic
Open-End (Equity) Lease Rate Quote Quote No: 9572754
Printed On 04/20/2026 04:23:31 PM Page 6 of 6