Agenda, regular meeting, first session — Jurupa Valley City Council, April 20, 2023 (part 1 of 3)

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REGULAR MEETING AGENDA

OF THE JURUPA VALLEY CITY COUNCIL
Thursday, April 20, 2023
Regular Meeting: 7:00 p.m.

City Council Chamber
8930 Limonite Avenue, Jurupa Valley, CA 92509

1. 7:00 PM - CALL TO ORDER AND ROLL CALL FOR REGULAR MEETING ● Chris Barajas, Mayor
● Guillermo Silva, Mayor Pro Tem
● Leslie Altamirano, Council Member
● Brian Berkson, Council Member
● Armando Carmona, Council Member

2. INVOCATION

3. PLEDGE OF ALLEGIANCE

4. APPROVAL OF AGENDA

5. PRESENTATIONS

6. PUBLIC APPEARANCE/COMMENTS
A. As a courtesy to those in attendance, we ask that cell phones be turned off or set to their silent mode and that you keep talking to a minimum so that all persons can hear the comments of the public and City Council.

B. A member of the public who wishes to speak under Public Comments must fill out a “Speaker Card” and submit it to the City Clerk BEFORE the Mayor calls for Public Comments on an agenda item. Each agenda item up will be open for public comments before taking action. Public comments on subjects that are not on the agenda can be made during the “Public Appearance/Comments” portion of the agenda.

C. Members of the public who wish to comment on the CONSENT CALENDAR may do so during the Public Comment portion of the Agenda prior to the adoption of the Consent Calendar.

D. As a courtesy to others and to assure that each person wishing to be heard has an opportunity to speak, please limit your comments to 3 minutes.

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7. INTRODUCTIONS, ACKNOWLEDGEMENTS, COUNCIL COMMENTS AND

ANNOUNCEMENTS

8. CITY COUNCIL MEMBER ORAL/WRITTEN REPORTS REGARDING

REGIONAL BOARDS AND COMMISSIONS

A. MAYOR CHRIS BARAJAS

1. UPDATE ON THE WESTERN RIVERSIDE COUNCIL OF
GOVERNMENTS – ADMINISTRATION & FINANCE
COMMITTEE MEETING OF APRIL 12, 2023

2. UPDATE ON THE I-REN EXECUTIVE COMMITTEE MEETING
OF APRIL 18, 2023

B. MAYOR PRO TEM GUILLERMO SILVA

1. UPDATE ON THE NORTHWE ST MOSQUITO AND VECT OR
CONTROL DISTRICT MEETING OF APRIL 20, 2023

C. COUNCIL MEMBER BRIAN BERKSON

1. UPDATE ON THE RIVERS IDE COUNTY TRANSPORT ATION
COMMISSION MEETING OF APRIL 12, 2023

2. UPDATE ON THE SOUTHERN CALIFORNIA ASSOCIATION OF

GOVERNMENTS NEW MEMB ER ORIENTATION MEETING OF
APRIL 12, 2023

3. UPDATE ON THE TRANSP ORTATION NOW COALITI ON
MEETING OF APRIL 13, 2023

4. UPDATE ON THE METROL INK / SOUTHERN CALIF ORNIA
REGIONAL RAIL AUTHOR ITY – AUDIT AND FINANCE
COMMITTEE MEETING OF APRIL 14, 2023
Persons wishing to address the City Council on subjects other than those listed on the Agenda are requested to do so at this time. A member of the public who wishes to speak under Public Appearance/Comments OR the Consent Calendar must fill out a “Speaker Card” and submit it to the City Clerk BEFORE the Mayor calls for Public Comments on an agenda item. When addressing the City Council, please come to the podium and state your name and address for the record. While listing your name and address is not required, it helps us to provide follow -up information to you if needed. In order to conduct a timely meeting, we ask that you keep your comments to 3 minutes. Government Code Section 54954.2 prohibits the City Council from taking action on a specific item until it appears on an agenda.

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5. UPDATE ON THE MOBILE SOURCE AIR POLLUTIO N
REDUCTION REVIEW COM MITTEE MEETING OF AP RIL 20,
2023

9. CITY MANAGER’S UPDATE

10. APPROVAL OF MINUTES

A. APRIL 6, 2023 REGULAR MEETING

11. CONSENT CALENDAR
A. COUNCIL APPROVAL OF A MOTION TO WAIVE THE READING OF

THE TITLE AND TEXT OF ALL ORDINANCES AND RESOLUTIONS

INCLUDED IN THE AGENDA
Requested Action: That the City Council waive the reading of the title and text of all ordinances and resolutions include d in the agenda. In accordance with Government Code Section 34934, the title of each ordinance is included on the published agenda and a copy of the full ordinance has been available to the public online on the City’s website and will be available in print at the meeting prior to the introduction or passage of the ordinance.

B. AWARD OF CONTRACT FOR AUDITING SERVICES TO BADAWI &

ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS

Requested Action: That the City Council authorize the City Manager to enter into an Agreement for auditing services with Badawi & Associates Certified Public Accountants (B&A) for the Fiscal Years Ending June 30, 2023, 2024 and 2025 with an option to extend the agreement for 2026 and 2027.

C. ADOPTION OF THE FIVE-YEAR MEASURE ‘A’ LOCAL STREETS AND

ROADS CAPITAL IMPROVEMENT PROGRAM

Requested Action: That the City Council adopt Resolution No. 2023-24, entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, ADOPTING THE FIVE -YEAR MEASURE “A”

LOCAL STREETS AND ROADS CAPITAL IMPROVEMENT PROGRAM
FOR FISCAL YEARS 2023/2024 THROUGH 2027/2028

D. FIRST AMENDMENT TO THE AGREEMENT BETWEEN THE CITY OF JURUPA VALLEY AND VA N DYKE LANDSCAPE ARC HITECTS, INC.

FOR ON-CALL LANDSCAPE ARCHITECTURAL SERVICES

Requested Action: That the City Council approve the First Amendment to the Agreement between the City of Jurupa Valley and Van Dyke Landscape Architects,

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Inc. for On-Call Landscape Architectural Services and authorize the City Manager to execute the Agreement in substantially the form and format attached to the staff report as approved by the City Attorney.

E. AGREEMENT BETWEEN THE CITY OF JURUPA VALLEY AND
ARAGON GEOTECHNICAL, INC. FOR ON -CALL GE OTECHNICAL

ENGINEERING SERVICES

AGREEMENT BETWEEN TH E CITY OF JURUPA VAL LEY AND
LEIGHTON CONSULTING, INC. FOR ON -CALL GE OTECHNICAL

ENGINEERING SERVICES

1. Requested Action: That the City Council approve th e Agreement between the City of Jurupa Valley and Aragon Geotechnical, Inc. for On -Call Geotechnical Engineering Services and authorize the City Manager to execute the Agreement in substantially the form and format attached to the staff report as approved by the City Attorney.

2. That the City Council approve the Agreement between the City of Jurupa Valley and Leighton Consulting, Inc. for On-Call Geotechnical Engineering Services and authorize the City Manager to execute the Agreement in substantially the form and format attached to the staff report as approved by the City Attorney.

F. INITIATION OF THE FOLLOWING ACTIONS:

1. A CHANGE TO THE CITY OF JURUPA VALLEY ZONING MAP

AND AN AMENDMENT TO THE GENERAL PLAN LAND USE

MAP FOR PROPERTY LOCATED AT THE NORTHEAST

CORNER OF VAN BUREN BOULEVARD AND JURUPA ROAD
AND WEST OF FELSPAR STREET (JD’S STEAKHOUSE

SHOPPING CENTER)

2. A CHANGE TO THE CITY OF JURUPA VALLEY ZONING MAP

AND AN AMENDMENT TO THE GENERAL PLAN LAND USE

MAP FOR PROPERTY LOCATED AT THE SOUTHWEST

CORNER OF LIMONITE AVENUE AND CLAY STREET AND

EAST OF PEDLEY ROAD (DE ANZA PLAZA)

1. Requested Action: That the City Council initiate a Change of Zone and a General Plan Land Use Map Amendment for property located at the northeast corner of Van Buren Boulevard and Jurupa Road and west of Felspar Street (JD’s Steakhouse Shopping Center); and

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2. That the City Council initiate a Change of Zone and a General Plan Land Use Map Amendment for property located at the southwest corner of Limonite Avenue and Clay Street and east of Pedley Road (De Anza Plaza).

G. CITY COUNCIL INITIATION OF A MUNICIPAL CODE AMENDMENT TO TITLES 6 AND 9 TO MODIFY REGULATIONS FOR MOBILE
VENDING; CEQA DETERMINATION: THE PROJECT IS EXEMPT

FROM THE REQUIREMENTS OF THE CALIFORNIA
ENVIRONMENTAL QUALITY ACT AND THE CITY’S LOCAL CEQA
GUIDELINES PURSUANT TO CEQA GUIDELINES SECTION 15061 (B) (3)

Requested Action: That the City Council, b y motion, initiate proceedings to consider a Municipal Code Amendment to Titles 6 and 9 modifying regulations for mobile vending.

H. CITY COUNCIL INITIATION OF A MUNICIPAL CODE AMENDMENT TO TITLE 9 TO MODIFY REGULATIONS FOR HOME OCCUPATIONS
CEQA DETERMINATION: THE PROJECT IS EXEMPT FROM THE

REQUIREMENTS OF THE CALIFORNIA ENVIRONMENTAL QUALITY
ACT AND THE CITY’S LOCAL CEQA GUIDELINES PURSUANT TO
CEQA GUIDELINES SECTION 15061 (B) (3)

Requested Action: That the City Council, b y motion, initiate proceedings to consider a Municipal Code Amendment to Title 9 modifying regulations for home occupations.

14. CONSIDERATION OF ANY ITEMS REMOVED FROM THE CONSENT

CALENDAR

15. PUBLIC HEARINGS

A. PUBLIC HEARING REGARDING THE ANNEXATION OF TERRITORY (ZONE II) TO THE CIT Y OF JURUPA VA LLEY LANDSCAPE AND
LIGHTING MAINTENANCE DISTRICT NO. 89 -1-CONSOLIDATED
(THE “DISTRICT”) AND THE LEVY AND COLLEC TION OF
ASSESSMENTS WITHIN S UCH TERRITORY; NORTHEAST CORNER

OF PYRITE STREET AND MISSION BOULEVARD

1. Requested Action: That the City Council conduct a public hearing and receive any public comments; and

2. Adopt Resolution No. 2023-25, entitled:

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A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

JURUPA VALLEY , ORDERING THE ANNEXAT ION OF
TERRITORY (ZONE II); LOCATED AT THE NORT HEAST

CORNER OF PYRI TE STREET AND MISSIO N BOULEVARD

INTERSECTION, TO CITY OF JURUPA VA LLEY LANDSCAPE
AND LIGHTING MAINTEN ANCE DISTRICT NO. 89 -1-

CONSOLIDATED, CONFIR MING A DIAGRAM AND

ASSESSMENT, ORDERING THE IMPROVEMEN TS AND THE

LEVY AND COLLECTION OF ASSESSMENTS WITHI N SUCH
TERRITORY FOR FISCAL YEAR 2023 -24 PURSUA NT TO THE
PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA

STREETS AND HIGHWAYS CODE AND AS PROVIDE D BY

ARTICLE XIII D OF THE CALIFORNIA CONSTITUTION

B. PUBLIC HEARING FOR THE 2023-2028 COMMUNITY DEVELOPMENT BLOCK GRANT CONSOLIDATED PLAN, 2023/24 ANNUAL ACTION

PLAN, AND CITIZEN PARTICIPATION PLAN

1. Requested Action: That the City Council receive and file the 2023 -28 Consolidated Plan, the 2022 -2023 Annual Action Plan and the Citizen Participation Plan.

2. That the City Council adopt Resolution No. 2023-26, entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

JURUPA VALLEY, ADOPTING THE CONSOLIDATED PLAN
(2023-2028), ANNUAL ACTION PLAN (2023 -2024) AND CITIZEN PARTICIPATION PLAN FOR THE CITY’S COMMUNITY

DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM

C. PUBLIC HEARING TO CONSIDER A RESOLUTION AUTHORIZING

EXECUTION AND DELIVERY OF JOINT COMMUNITY FACILITIES

AGREEMENT FOR BOND OPPORTUNITIES FOR LAND

DEVELOPMENT (BOLD) PROGRAM FOR DEVELOPMENT IMPACT
FEES FOR TRACT NOS. 36947 AND 32721 (204 SINGLE FAMILY
RESIDENTIAL UNITS) LOCATED WEST OF 28TH STREET AND
CANAL STREET; AND MAKING A FINDING OF SIGNIFICANT

BENEFITS FOR THE FINANCING OF CERTAIN IMPROVEMENTS BY

A COMMUNITY FACILITIES DISTRICT TO BE FORMED BY THE

CALIFORNIA MUNICIPAL FINANCE AUTHORITY

1. Requested Action: That the City Council conduct a public hearing regarding the financing of public improvements to be owned by the City of Jurupa Valley or the Jurupa Area Recreation and Park District in connection with the Emerald Ridge/Hacienda development through the formation of a

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Community Facilities District and the issuance of bonds by the California Municipal Finance Authority (the “CMFA”); and

2. That the City Council adopt Resolution No. 2023-27, entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

JURUPA VALLEY, CALIFORNIA, AUTHORIZING EXECUTION

AND DELIVERY OF A JOINT COMMUNITY FACILITIES

AGREEMENT IN CONNECTION WITH THE BOND

OPPORTUNITIES FOR LAND DEVELOPMENT (BOLD)

PROGRAM AND MAKING A FINDING OF SIGN IFICANT

BENEFITS FOR THE FINANCING OF CERTAIN

IMPROVEMENTS BY A COMMUNITY FACILITIES DISTRICT

TO BE FORMED BY THE CALIFORNIA MUNICIPAL FINANCE

AUTHORITY

D. PUBLIC HEARING TO CONSIDER CHANGE OF ZONE NO. 23003
(CZ23003) CONSISTING OF 3.86 ACRES LOCATED NEAR TH E

NORTH WEST INTERSECTION OF BELLEGRAVE AVENUE AND

VAN BUREN BOULEVA RD AND WEST OF THE BAIN FLOOD
CONTROL CHANNEL (APNS: 156 -370-001, -002, -003, -004, -005, -006, - 008, -009, -010, -011, -014, AND -015) FROM I-P (INDUSTRIAL PARK) TO

B-P (BUSINESS - PARK) AND DETERMINE THAT NO FURTHER

ENVIRONMENTAL REVIEW IS REQUIRED PURSUAN T TO CEQA
GUIDELINES SECTION 15162

1. Requested Action: That the City Council conduct a public hearing and receive any public comments; and

2. That the City Council conduct a first reading and introduce Ordinance No. 2023-05, entitled:

AN ORDINANCE OF THE CI TY OF JURUPA VALLEY,

CALIFORNIA, APPROVING AN AMENDMENT TO THE CITY

OF JURUPA VALLEY OFFICIAL ZONING MAP FOR CHANGE
OF ZONE NO. 23003 CONSISTING OF 3.86 ACRES LOCATED

NEAR THE NORTH WEST INTERSECTION OF BELLEGRAVE

AVENUE AND VAN BUREN BOULEVARD AND WEST OF THE
BAIN DRAINAGE CHANNEL (APNS: 156-370-001, -002, -003, -004, -005, -006, -008, -009, -010, -011, -014, AND -015) FROM I -P (INDUSTRIAL PARK) TO B-P (BUSINESS PARK), AND FINDING

NO FURTHER ENVIRONMENTAL REVIEW IS REQUIRED
UNDER CEQA GUIDELINES SECTION 15162

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16. COUNCIL BUSINESS

A. CONSIDERATION OF ANNUAL RATE ADJUSTMENT REQUEST FROM BURRTEC WASTE INDUSTRIES, INC.

Requested Action: That the City Council approve the annual rate ceiling adjustment of 5.00% for all residential and commercial customers serviced by Burrtec Waste Industries, Inc. per section 17.8 of the Solid Waste Franchise Agreement between the City and Burrtec Waste Industries, Inc.

B. CITY COUNCIL APPROVAL OF THE JURUPA VALLEY ROADWAY

DEFERRED MAINTENANCE AND INFRASTRUCTURE DEFICIT

IMPROVEMENT PROGRAM AS PART OF THE AMERICAN RESCUE

PLAN ACT EXPENDITURE PLAN

Requested Action: That the City Council receive an overview of the Jurupa Valley Roadway Deferred Maintenance and Infrastructure Deficit Improv ement Program and approve a $20 million appropriation from the American Rescue Plan Act (ARPA) fund.

C. APPROVAL OF THE SECOND AMENDMENT TO THE CITY
MANAGER’S EMPLOYMENT AGREEMENT

Requested Action: That the City Council approve the “Second Amendment to the City Manager Employment agreement between the City of Jurupa Valley and Rod Bradley Butler”

17. CITY COUNCIL REQUESTS FOR FUTURE AGENDA ITEMS

18. CITY ATTORNEY’S REPORT

19. COUNCIL MEMBER REPORTS AND COMMENTS

20. ADJOURNMENT
Adjourn to the Regular Meeting of May 4, 2023 at 7:00 p.m. at the City Council Chamber, 8930 Limonite Avenue, Jurupa Valley, CA 92509.

In compliance with the Americans with Disabilities Act and Government Code Section 54954.2, if you need special assistance to participate in a meeting of the Jurupa Valley City Council or other services, please contact Jurupa Valley City Hall at (951) 332-6464. Notification at least 48 hours prior to the meeting or time when services are needed will assist staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or service.

Agendas of public meetings and any other writings distributed to all, or a majority of, Jurupa Valley City Council Members in connection with a matter subject to discussion or consideration at an open meeting of the City Council are public records. If such writing is distributed less than

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72 hours prior to a public meeting, the writing will be made available for public inspection at the City of Jurupa Valley, 8930 Limonite Avenue, Jurupa Valley, CA 92509, at the time the writing is distributed to all, or a majority of, Jurupa Valley City Council Members. The City Council may also post the writing on its Internet website at www.jurupavalley.org.

Agendas and Minutes are posted on the City’s website at www.jurupavalley.org.

AGENDA ITEM NO. 10.A
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MINUTES

OF THE REGULAR MEETING

OF THE JURUPA VALLEY CITY COUNCIL
April 6, 2023

1. 6:00 PM - CALL TO ORDER AND ROLL CALL FOR STUDY SESSION ● Chris Barajas, Mayor
● Guillermo Silva, Mayor Pro Tem
● Leslie Altamirano, Council Member
● Brian Berkson, Council Member
● Armando Carmona, Council Member
Mayor Chris Barajas called the study session to order at 6:01 p.m.

An announcement was made that the meeting will be translated into Spanish for those needing an interpreter.

2. STUDY SESSION
A. MASTER APPLICATION (MA) NO. 22327: PRE -APPLICATION REVIEW (PAR) FOR 25 SINGLE-FAMILY DETACHED HOMES ON 9.7 ACRES LOCATED AT 8600 54 th STREET (APN: 166 -120-001); (APPLICANT: BETA STONE DEVELOPMENT LLC)
Staff Report presented by Kumail Raza, Senior Planner. Mr. Raza gave an overview of the proposed project and the required entitlements. He reported that the project site is currently vacant land and the project description is a planned unit development or PUD. He explained that the PUD zone encourages innovative development projects through the flexible application of development standards. The developer is proposing 25 single-family homes on 9.75 acres, with a minimum lot size of 0.28 acres. The project site would have two primary points of access at 54th Street. The primary amenity for the project is a 0.45 acre public park. Since the project is located within the equestrian protection overlay, staff is recommending that the project include non -commercial horse keeping as a permitted use and that the park be located along 54th Street to promote access and public safety.

Further discussion followed.

Wayne Lu, Amalgam Concepts (applicant), spoke in support of the project. Mr.

Lu indicated that he agrees with moving the park to the front of the project along 54th Street as it would allow the park to be aligned with the existing basin.

RETURN TO AGENDA

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Gary Conner stated that he would love to see a plan for half -acre or low density development; however, it seems that most every project that has a protected overlay comes before the Council as medium to high-density. For this reason, he would prefer that the project remain zoned A-1.

Following discussion, the City Council identified areas of concern and provided further direction to City staff.

Mayor Chris Barajas adjourned the study session meeting at 6:31 p.m.

3. 7:00 PM - CALL TO ORDER AND ROLL CALL FOR REGULAR MEETING ● Chris Barajas, Mayor
● Guillermo Silva, Mayor Pro Tem
● Leslie Altamirano, Council Member
● Brian Berkson, Council Member
● Armando Carmona, Council Member

Mayor Chris Barajas called the regular meeting to order at 7:00 p.m.

4. INVOCATION was given by Pastor Jeremy Williams, Grace Fellowship Church.

5. PLEDGE OF ALLEGIANCE was led by Mayor Chris Barajas.

6. APPROVAL OF AGENDA
A motion was made by Council Member Armando Carmona, seconded by Mayor Pro Tem Guillermo Silva, to approve the Agenda and move items 17.A, 17.B and 17.C to after Item 9.

Ayes: L. Altamirano, C. Barajas, B. Berkson, A. Carmona, G. Silva Noes: None

Absent: None

7. PRESENTATIONS
A. RIVERSIDE COUNTY DEPARTMENT OF ANIMAL SERVICES -
INTRODUCTION OF “PET OF THE MONTH”
The City’s Pet of the Month for April, a six-month old male Siberian Husky mix named “Blanco” was introduced to the Council. Anyone interested in giving this available pet a home is invited to contact th e City’s Animal Control Services Department at https://www.rcdas.org.

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B. PROCLAMATION PROCLAIMING “DONATE LIFE MONTH”
Allen Jolley, an ambassador at One Legacy discussed the importance of organ donation. He spoke in honor of his daughter Caitlyn whose death made possible the gift of life for an 8 -month old child and helped provide needed organs to two others. He thanked the Council for their recognition and encouraged greater awareness of organ an d tissue donation. He encouraged those who choose to be organ and tissue donors to register at https://donatelifecalifornia.org C. NORTHWEST MOSQUITO A ND VECTOR CONTROL DI STRICT –

PRESENTED BY ERIC BALLEJOS, PUBLIC INF ORMATION AND

TECHNOLOGY OFFICER
Eric Ballejos, representing the Northwest Mosquito and Vector Control District, gave an update on the services they provide. He provided helpful tips to residents on how to reduce mosquitos within their backyards. He encouraged residents to visit their website at www.northwestmvcd.org to find additional resources.

8. PUBLIC APPEARANCE/COMMENTS
Ron Anderson complimented Danie Carriedo, Permit Technician, for her outstanding customer service while assisting him at the front counter while he was obtaining city building permits. On behalf of the Rotary Club of Jurupa Valley, he thanked the City Council for their kind and generous community service grant. He assured the City Council that the funds will be utilized to support all of their charitable programs.

9. INTRODUCTIONS, ACKNOWLEDGEMENTS, COUNCIL COMMENTS AND

ANNOUNCEMENTS
The following items were taken out of order:

17. COUNCIL BUSINESS

A. REGIONAL HOUSING NEEDS ASSESSMENT (RHNA) COMPLIANCE

UPDATE- POTENTIAL SITES FOR RE-ZONING

Staff Report presented by Mary Wright, Project Manager. Ms. Wright reported that this is a follow up to the meeting of March 16, 2023 where the City Council directed staff to look at additional sites to make up the Regional Housing Needs Assessment (RHNA) shortfall. At that meeting, the City Council reviewed several sites to make up for the shortfall. Ms. Wright reported that in January 2023, the Paradise Knolls project was approved at a lower density than was assumed in the Housing Element which caused a shortfall in some of the RHNA in the low income category. She provided information on the sites that the City Council asked be brought back for further review. She reported that the City has until July 18, 2023 to redesignate and rezone property to make up for the shortfall.

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Chuck Woo, stated that he represents the ownership of the 8a property. He offered to allocate one of the four parcels they own to highest density residential zoning for affordable housing in exchange for a higher density allocation for the other three parcels without the affordable housing restriction.

Council Member Armando Carmona stated that at the last meeting there was a clear message that the RHNA shortfall be identified within Council District 1. He asked if there could be consideration of the long-term ramifications of re-zoning some of the potential sites. He stated that his goal is to identify the shortfall outside of the equestrian protection overlay zone. He identified the following additional sites to consider: 2a, 13a, 14a, and 15a.

Council Member Brian Berkson voic ed that he would not consider site 13a as he would not support high density residential next to industrial buildings. In addition, 15a has a townhome project in development and without hearing from that property owner, he would not support the selection of that site.

Mayor Chris Barajas provided the background on the approval process for the Rexco townhome project. He suggested that 14a may be a good potential site for high density residential.

Further discussion followed.

A motion was made by Mayor Chris Baraja s, seconded by Council Member Leslie Altamirano, to direct staff to proceed with zone changes for half of 5a, all of 14a and to direct staff to discuss with the developer of the current Rexco townhome project regarding their interest in modifying their project to a rezone to HHDR and bring back the most southerly parcel of 15a for further consideration.

Council Member Armando Carmona stated that he could not support 5a without the consideration of other key areas.

Ayes: L. Altamirano, C. Barajas, B. Berkson, G. Silva
Noes: A. Carmona

Absent: None

B. CITY COUNCIL DISCUSSION OF THE 2023 -2024 PUBLIC SERVICE GRANTS

Staff Report presented by Amy Sells, Principal Management Analyst. Ms. Sells reported that at the March 16, 2023 meeting, the City Council requested that Clásico de las Américas return to Council with a presentation of what they do and how they render their services . They have since withdrawn their application for a public service grant. Ms. Sells indicated that representatives of Clásico de las Américas are present at tonight’s meeting and they are prepared to give a presentation.

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Council Member Brian Berkson suggested that should Clásico de las Américas apply for grant funding in the future, that they be prepared to give a presentation of their services at that time.

A motion w as made by Council Member Leslie Altamirano , seconded by Mayor Pro Tem Guillermo Silva, to re-allocate the $13,759 that was tentatively approved for Clásico de las Américas to be re -allocated to Path of Life Ministries.

Ayes: L. Altamirano, C. Barajas, B. Berkson, A. Carmona, G. Silva Noes: None

Absent: None

C. DISCUSSION OF A MEMBERSHIP IN THE LEAGUE OF CALFORNIA

CITIES AND EDUCATIONAL AND TRAINING OPPORTUNITIES

Staff Report presented by Michael Flad, Assistant City Manager. Mr. Flad outlined the costs to join Calcities (formerly the League of California Cities). The list of benefits include advocacy, training, and networking opportunities. He noted that there is also an option of budgeting for non -member training for educational and training opportunities without joining Calcities.

Further discussion followed.

By consensus, the City Council directed staff to bring this item back for consideration through the annual Budget process.

Ayes: L. Altamirano, C. Barajas, B. Berkson, A. Carmona, G. Silva Noes: None

Absent: None

10. CITY COUNCIL MEMBER ORAL/WRITTEN REPORTS REGARDING

REGIONAL BOARDS AND COMMISSIONS

A. MAYOR CHRIS BARAJAS

1. Mayor Chris Barajas gave an update on the Interagency Coordinating Council meeting of March 24, 2023.

2. Mayor Chris Barajas gave an update on the Western Riverside Council of Governments Executive Committee meeting of April 3, 2023.

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B. COUNCIL MEMBER LESLIE ALTAMIRANO

1. Council Member Leslie Altamirano gave an update on the Western Riverside County - Regional Conservation Authority meeting of April 3, 2023.

C. COUNCIL MEMBER BRIAN BERKSON

1. Council Member Brian Berkson gave an update on the Riverside Transit Agency meeting of March 23, 2023.

2. Council Member Brian Berkson gave an update on the Metrolink / Southern California Regional Rail Authority meeting of March 2 4, 2023.

3. Council Member Brian Berkson gave an update on the Western Riverside County Programs and Projects committee meeting of March 27, 2023.

4. Council Member Brian Berkson gave an update on the Metrolink / Southern California Regional Rail Authority – Audit and Finance Committee meeting of March 31, 2023.

5. Council Member Brian Berkson gave an update on the Southern California Association of Gover nments Transportation C ommittee meeting of April 6, 2023.

6. Council Member Brian Berkson gave an update on the OCTA RCTC meeting of March 30, 2023.

11. CITY MANAGER’S UPDATE

City Manager Rod Butler reported on Saturday, April 29, Burrtec Waste will host a bulky item, solid waste, and green waste pickup event at Patriot High School from 8 am to noon.

It is free with proof of Jurupa Valley residency. No hazardous waste will be accepted. He gave an update on the Pat Merritt Dog Park and a possible partnership with the Jurupa Area Recreation and Park District.

12. SHERIFF’S DEPARTMENT UPDATE

Lieutenant Sean Vickers introduced Deputy Petersen, who gave an update on the Riverside County Sheriff’s Commercial Vehicle Enforcement program.

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13. APPROVAL OF MINUTES

A. MARCH 16, 2023 REGULAR MEETING
A motion was made by Council Member Leslie Altamirano, seconded by Mayor Pro Tem Guillermo Silva, to approve the Minutes of the March 16, 2023 regular meeting.

Ayes: L. Altamirano, C. Barajas, B. Berkson, A. Carmona, G. Silva Noes: None

Absent: None

14. CONSENT CALENDAR
A. COUNCIL APPROVAL OF A MOTION TO WAIVE THE READING OF

THE TITLE AND TEXT OF ALL ORDINANCES AND RESOLUTIONS

INCLUDED IN THE AGENDA
Requested Action: That the City Council waive the reading of the title and text of all ordinances and r esolutions included in the agenda. In accordance with Government Code Section 34934, the title of each ordinance is included on the published agenda and a copy of the full ordinance has been available to the public online on the City’s website and will be available in print at the meeting prior to the introduction or passage of the ordinance.

B. CONSIDERATION OF CHECK REGISTER IN THE AMOUNT OF
$3,225,021.47 – REMOVED FROM THE CONSENT CALENDAR FOR

FURTHER DISCUSSION
Requested Action: That the City Council ratify the check registers dated February 23 and March 9,16, and 23, 2023 as well as the payroll registers dated February 28 and March 3 and 17, 2023.

C. APPROVAL OF THE ACQUISITION AGREEMENT BETWEEN THE

CITY OF JURUPA VALLEY AND THE COUNTY OF RIVERSIDE FOR

THE TRANSFER OF SURPLUS LAND LOCATED IN THE CITY OF

JURUPA VALLEY

Requested Action: That the City Council adopt Resolution No. 2023-23, entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA

VALLEY, CALIFORNIA, APPROVING THE TRANSFER AGREEMENT

BETWEEN THE CITY OF JURUPA VALLEY AND THE COUNTY OF

RIVERSIDE FOR THE INTENTION TO CONVEY FEE SIMPLE

INTEREST IN REAL PROPERTY IN THE CITY OF JURUPA VALLEY, IDENTIFIED AS ASSESSOR’S PARCEL NUMBERS 156-200-004, 163-152-

-8-

025, 165 -183-013, 165 -190-034, 165 -190-043, 165 -190-045, 170 -270-024, 174 - 320-021, 174-320-022, 182-210-007, & 183 -122-004 BY QUITCLAIM DEED

TO THE CITY OF JURUPA VALLEY
D. CITY COUNCIL INITIATION OF A MUNICIPAL CODE AMENDMENT TO TITLE 5 AND TITLE 9 MODIFYING REGULATIONS FOR MASSAGE ESTABLISHMENTS; CEQA DETERMINATION: THE INITIATION OF
A CODE AMENDMENT IS NOT SUBJECT TO CEQA – REMOVED FROM

THE CONSENT CALENDAR FOR FURTHER DISCUSSION
Requested Action: That the City Council, b y motion, initiate proceedings to consider a Municipal Code Amendment to Title 5 and Title 9 modifying regulations for massage establishments.

E. APPROVAL OF SALES AGREEMENT TO PURCHASE TWO
MULTIFUNCTION SHARP MX 8081 HIGH SPEED COLOR DOCUMENT

SYSTEMS

Requested Action: That the City Council approve the award of RFP 2022-23-08 to CBE Office Solutions for the purchase of two multifunction Sharp MX 8081 high speed color document systems not to exceed $29,605.61.

A motion was made by Council Member Brian Berkson, seconded by Council Member Leslie Altamirano, to approve the Consent Calendar, with the exception of items 14. B and 14. D, which w ere removed from the Consent Calendar for further discussion.

Ayes: L. Altamirano, C. Barajas, B. Berkson, A. Carmona, G. Silva Noes: None

Absent: None

15. CONSIDERATION OF ANY ITEMS REMOVED FROM THE CONSENT

CALENDAR

14.B CONSIDERATION OF CHECK REGISTER IN THE AMOUNT OF
$3,225,021.47

Council Member Brian Berkson req uested that Item 14. B be removed from the Consent Calendar for further discussion.

Connie Cardenas, Administrative Services Director provided additional information and responded to Council’s questions.

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A motion was made by Council Member Brian Berkson, seconded by Mayor Chris Barajas, to ratify the check registers dated February 23 and March 9,16, and 23, 2023 as well as the payroll registers dated February 28 and March 3 and 17, 2023.

Ayes: L. Altamirano, C. Barajas, B. Berkson, A. Carmona, G. Silva Noes: None

Absent: None

14.D CITY COUNCIL INITIATION OF A MUNICIPAL CODE AMENDMENT TO TITLE 5 AND TITLE 9 MODIFYING REGULATIONS FOR MASSAGE ESTABLISHMENTS; CEQA DETERMINATION: THE INITIATION OF

A CODE AMENDMENT IS NOT SUBJECT TO CEQA

Council Member Leslie Altamirano requested that Item 14.D be removed from the Consent Calendar for further discussion. She asked Joe Perez, Community Development Director to outline why this item is being brought forward and the need to have stricter regulations for massage establishments.

Joe Perez, Community Development Director provided additional information and responded to Council’s questions.

Council Member Armando Carmona asked that City staff address the criminal activity with a direct but sensible approach to make sure that legitimate businesses are not be criminalized.

A motion was made by Council Member Leslie Altamirano, seconded by Mayor Pro Tem Guillermo Silva, to initiate proceedings to consider a Municipal Code Amendment to Title 5 and Title 9 modifying regulations for massage establishments.

Ayes: L. Altamirano, C. Barajas, B. Berkson, A. Carmona, G. Silva Noes: None

Absent: None

16. PUBLIC HEARINGS

18. CITY COUNCIL REQUESTS FOR FUTURE AGENDA ITEMS

19. CITY ATTORNEY’S REPORT
City Attorney Peter Thorson had no report.

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20. COUNCIL MEMBER REPORTS AND COMMENTS
Mayor Pro Tem Guillermo Silva conveyed a Happy Easter to all.

Council Member Leslie Altamirano announced that she was appointed by Supervisor Karen Spiegel to the Community Action Partnership.

Council Member Armando Carmona asked that Code Enforcement be mindful and ensure consistent enforcement of the Jurupa Valley Municipal Code.

Council Member Brian Berkson wished his Jewish friends a Happy Passover.

21. CONVENE TO CLOSED SESSION
A. PUBLIC COMMENTS PERTAINING TO CLOSED SESSION ITEMS

There were no public comments regarding the closed session items.

B. CONFERENCE WITH LEGAL COUNSEL - PENDING LITIGATION. The City Council met in closed session with the City Attorney pursuant to Government Code Section 54956.9(d)(1) with respect to one matter of pending litigation: In re National Opiate Litigation, MDL No. 2804, Case No. 1:17 -md-2804 (Federal District Court N.D. Ohio).

22. RECONVENE IN OPEN SESSION
A. ANNOUNCEMENT OF ANY REPORTABLE ACTIONS I N CLOSED

SESSION
City Attorney Peter Thorson announced that the Council considered the National Opioid Litigation. The City Council, by a 5-0 vote, agreed to participate in the 2022 Settlements of the National Opioid Litigation with opioid manufacturers Allergan and Teva, and opioid pharmaceutical distributors CVS, Walgreens and Walmart.

The Council also directed that the settlement payments be transferred to the County of Riverside for its opioid remediation programs. Council further directed the City Manager and Staff to take the actions necessary to approve the settlements and implement the settlement payments.

23. ADJOURNED IN MEMORY
The City Council adjourned in memory of City of Riverside Fire Captain Tim Strack.

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There being no further business before the City Council, Mayor Chris Barajas adjourned the meeting at 9:32 p.m.

The next meeting of the Jurupa Valley City Council will be held April 20, 2023 at 7:00 p.m. at the City Council Chamber, 8930 Limonite Avenue, Jurupa Valley, CA 92509.

Respectfully submitted,

____________________________
Victoria Wasko, CMC
City Clerk

Page | 1
120
S

TAFF REPORT
DATE: APRIL 20, 2023
TO
: HONORABLE MAYOR AND CITY COUNCIL
F
ROM: ROD BUTLER, CITY MANAGER
BY: CONNIE CARDENAS, ADMINISTRATIVE SERVICES DIRECTOR
SUBJ
ECT: AGENDA ITEM NO. 11.B
AW

ARD CONTRACT FOR AUDITING SERVICES TO BADAWI &

ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS
RECO

MMENDATION
That
the City Council authorize the City Manager to enter into an Agreement for auditing services with Badawi & Associates Certified Public Accountant s (B&A ) for the Fiscal Years Ending June 30, 2023, 2024 and 2025 with an option to extend the agreement for 2026 and 2027.

BAC

KGROUND
The C
ity is required to have an annual, independent, external audit of its financial statements to ensure compliance with federal, state and local laws, U.S. generally accepted accounting principles and pronouncements, and standards of the Governmental Accounting Standards Board (GASB).

I
n accordance with the best practices promulgated by the Government Finance Officers Association (GFOA), governmental entities should enter into multiyear agreements of at least five years in duration when obtaining the services of independent auditors. Such agreements allow for greater continuity and help to minimize the potential for disruption in connection with the independent audit. Multiyear agreements can also help to reduce audit costs by allowing auditors to recover certain “startup” costs over several years, rather than over a single year.

I
n addition, the GFOA best practices also stipulate that a government entity should actively seek to replace the auditor at the end of the multiyear agreement in order to preserve and enhance independence, objectivity and impartiality. The City currently utilizes Independent Auditors, Eide Bailly (CPAs). The original contract was for three years and subsequently was extended to perform auditing services through the fiscal year

RETURN TO AGENDA
Page | 2

ended June 30, 2022. In keeping with the GFOA best practices staff initiated the process to engage new auditors.

On March 1, 2023, the City issued a Request for Professional Auditing Services (RFP).

The RFP was sent to eight separate auditing firms and two proposals were received. The proposals were evaluated by staff with an emphasis in the areas of comparable government auditing experience, the quality of the firm’s personnel to be assigned to the City, the adequacy of the proposed staffing plan, the approach to the audit and review of the City’s financial statements and staff’s experience with both firms.

Based upon the results of the selection process and fees, staff is recommending the selection of Badawi & Assoc iates Certified Public Accountants, (B&A), for independent audit services and review of the City’s financial statements.

The two proposals are summarized below:

B&A Certified Public Accountants is a licensed California Certified Public Accounting Firm and has complied with all applicable California State Board of Accountancy requirements.

B&A Certified Public Accountants office is located in Berkeley California. Audit staff will be conducting t he annual audits remotely . The firm’s experience includes providing auditing services to a variety of governmental agencies. B&A received unqualified opinions as a result of the firm’s peer reviews regarding their auditing and accounting practices. The firm will provide the following on an annual basis:

• Final Annual Comprehensive Financial Report (ACFR)
• Single Audit Report
• GANN Limit Review and Report
• Other Audits Services/Reports (as required)

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AGREEMENT FOR CONSULTANT SERVICES BETWEEN THE CITY OF JURUPA

VALLEY AND BADAWI & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS FOR

AUDIT SERVICES

THIS AGREEMENT is made and effective as of April 20, 2023, between the City of Jurupa Valley (“City”) and Badawi & Associates Certified Public Accountants, a California Corporation (“Consultant”). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. Term
This Agreement shall commence on April 20, 2023, and shall remain and continue in effect until tasks described herein are completed in accordance with the Scope of Services.

Audit Services provided by Contractor to the City for a three-year term through June 30th 2026 and allows the City and Contractor to extend the Original Agreement for one (1) additional or (2) additional years renewal term on mutually agreed upon terms, unless sooner terminated pursuant to the provisions of this Agreement.

2. Services
Consultant shall perform the services and tasks described and set forth in Exhibit A, attached hereto and incorporated herein as though set forth in full. Consultant shall complete the tasks according to the schedule of performance which is also set forth in Exhibit A.

3. Performance
Consultant shall at all time faithfully, competently and to the best of his or her ability, experience, and talent, perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement.

4. Payment
A. The City agrees to cause Consultant to be paid in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit B, Quotation for Service, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. This amount shall not exceed One Hundred Forty One Thousand Nine Hundred Forty dollars ($ 141,940.00) for the total term of the Agreement unless additional payment is approved as provided in this Agreement.

B. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the City Council.
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C. Consultant shall submit invoices monthly for actual services performed.

Invoices shall be submitted between the first and fifteenth business day of each month, for services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-disputed fees. If the City disputes any of consultant’s fees it shall give written notice to Consultant within 30 days of receipt of an invoice of any disputed fees set forth on the invoice.

5. Suspension or Termination of Agreement Without Cause A. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.

B. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City pursuant to Section 4.

6. Default Of Consultant
A. The Consultant’s failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant’s control, and without fault or negligence of the Consultant, it shall not be considered a default.

B. If the City Manager or his delegate determines that the Consultant is in default in the performance of any of the terms or conditions of this Agreement, he or she shall serve the Consultant with written notice of the default. The Consultant shall have (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

7. Ownership and Maintenance Of Documents
A. Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of -3-

City or its designees at reasonable times to such books and records, shall give City the right to examine and audit said books and records, shall permit City to make transcripts there from as necessary, and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement, unless proprietary in nature. Such records, together with supporting documents, shall be maintained for a period of two (2) years after receipt of final payment.

B. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files containing data generated for the work, surveys, notes and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the City and may be used, reused or otherwise disposed of by the City without the permission of the Consultant. With respect to computer files containing data generated for the work, Consultant shall make available to the City, upon reasonable written request by the City Manager, the necessary computer software and hardware for purposes of accessing, compiling, transferring and printing computer files.

8. Indemnification.

Consultant shall defend, hold harmless and indemnify the City, its elected officials, officers, employees, designated volunteers and those City agents serving as independent contractors in the role City officials (collectively “Indemnitees”) with respect to any and all claims, demands, damages, liabilities, losses, costs or expenses, including attorneys’ fees and costs of defense (collectively, “Claims” hereinafter), including but not limited to, Claims relating to death or injury to any person and injury to any property, which arise out of, pertain to, or relate to acts or omissions of Consultant or any of its officers, employees, subcontractors, or agents in the performance of this Agreement, except for such loss or damage arising from the negligence or willful misconduct of the City, as determined by final arbitration or court decision or by the agreement of the parties. Consultant shall defend Indemnitees in any action or actions filed in connection with any such Claims with counsel of City’s choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs actually incurred in connection with such defense. Consultant’s duty to defend pursuant to this Section shall apply independent of any prior, concurrent or subsequent misconduct, negligent acts, errors or omissions or Indemnitees.

9. Insurance Requirements.

A. Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
1) Minimum Scope of Insurance. Coverage shall be at least as broad as:
a) Insurance Services Office Commercial General Liability form No. CG 00 01 11 85 or 88.
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b) Insurance Services Office Business Auto Coverage form CA 00 01 06 92 covering Automobile Liability, code 1 (any auto). If the Consultant owns no automobiles, a non-owned auto endorsement to the General Liability policy described above is acceptable.
c) Worker’s Compensation insurance as required by the State of California and Employer’s Liability Insurance. If the Consultant has no employees while performing under this Agreement, worker’s compensation insurance is not required, but Consultant shall execute a declaration that it has no employees. d) Professional liability insurance shall be written on a policy form providing professional liability for the Consultant’s profession. 2) Minimum Limits of Insurance. Consultant shall maintain limits no less than:
a) General Liability: One million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
b) Worker’s Compensation as required by the State of
California; Employer’s Liability: One million dollars ($1,000,000) per accident for bodily injury or disease.
c) Professional liability insurance in the amount of one million dollars ($1,000,000) per claim and in the aggregate. 3) Deductibles and Self-Insured Retentions. Any deductibles or self- insured retentions shall not exceed $25,000 unless otherwise approved in writing by the City Manager in his sole discretion.

3) Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the Additional Insureds.
4) The Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.
5) Each insurance policy required by this clause shall be endorsed to state that the insurer shall endeavor to provide thirty (30) days’ prior written notice, by certified mail, return receipt requested, to the City prior to any action to suspend, void, cancel or otherwise reduce in coverage or in limits.
6) Within one (1) business day following receipt by Consultant of any notice correspondence or notice, written or oral, of an action or proposed action to suspend, void, cancel or otherwise reduce in coverage or in limits of the required insurance, Consultant shall notify City of such action or proposed action.

C. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A-:VII, unless otherwise acceptable to the City. Self insurance shall not be considered to comply with these insurance requirements.

D. Verification of Coverage. Consultant shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. The endorsements are to be on forms provided by the City. All endorsements are to be received and approved by the City before work commences. As an alternative to the City’s forms, the Consultant’s insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications.

E. Modifications. City Manager may, with the consent of the City Attorney, waive the provisions of this paragraph or provided for other forms of insurance as may be necessary to enable the City to receive adequate insurance protection as contemplated in this section.

10. Independent Contractor
A. Consultant is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees or agents are in any manner officers, employees or agents of the City.

Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner.
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B. No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder.

11. Legal Responsibilities
The Consultant shall keep itself informed of all local, State and Federal ordinances, laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such ordinances, laws and regulations. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

12. Confidentiality; Release Of Information
A. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without City’s prior written authorization.

B. Consultant, its officers, employees, agents or subcontractors, shall not without written authorization from the City Manager or unless requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives City notice of such court order or subpoena.

13. Assignment
The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. City consents to the use of the sub-consultants described in Exhibit A to this Agreement provided the costs of such sub-consultants shall be borne by the Consultant and shall not exceed the costs described in Paragraph 5 of this Agreement.

14. General Provisions
A. Notices
Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (I) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, that provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by Notice. Notice shall be -7-

effective upon delivery to the addresses specified below or on the third business day following deposit with the document delivery service or United States Mail as provided above.

To City: City of Jurupa Valley
8930 Limonite
Jurupa Valley, CA 92509
Attention: City Manager
To Consultant: Badawi & Associates
2855 Telegraph Avenue, Suite 312
Berkley, CA 94705
B. Licenses. At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement.

C. Governing Law; Venue
1) The City and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. 2) Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with geographic jurisdiction over the City of Jurupa Valley. In the event such litigation is filed by one party against the other to enforce its rights under this Agreement, the prevailing party, as determined by the Court’s judgment, shall be entitled to reasonable attorney fees and litigation expenses for the relief granted.

D. Prohibited Interest. No officer, or employee of the City of Jurupa Valley who has participated in the development of this Agreement or its administration shall have any financial interest, direct or indirect, in this Agreement, the proceeds thereof, the Consultant, or Consultant’s sub-contractors, during his/her tenure or for one year thereafter. The Consultant hereby warrants and represents to the City that no officer or employee of the City Council or City of Jurupa Valley has any interest, whether contractual, non-contractual, financial or otherwise, in this transaction, or in the business of the Consultant or Consultant’s sub- Consultants on this project. Consultant further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement.

E. Entire Agreement. This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material.

F. Time is of Essence. In carrying out the provisions of this Agreement, both parties acknowledge and agree that time is of the essence. -8-

G. Authority To Execute This Agreement. The person or persons executing this Agreement on behalf of Consultant warrants and represents that he or she has the authority IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

CITY OF JURUPA VALLEY

Rod B. Butler
City Manager

ATTEST:

Victoria Wasko, CMC
City Clerk

APPROVED AS TO FORM

Peter M. Thorson
City Attorney

BADAWI & ASSOCIATES, CERTIFIED

PUBLIC ACCOUNTANTS

By:

Ahmed Badawi
President

By:

Ahmed Badawi
Secretary

[SIGNATURES OF PRESIDENT AND SECRETARY OF CORPORATON OR CORPORATE AUTHORITY RESOLUTION REQUIRED FOR CORPORATION; SIGNATURE OF MANAGING MEMBER REQUIRED FOR LLC OR LLP]

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EXHIBIT A

SCOPE OF SERVICES

City of
Jurupa Valley

TECHNICAL PROPOSAL

For Professional Auditing Services for
the City of Jurupa Valley
For fiscal years ending June 30, 2023 through 2025,
with the option of extending the contract for each of
the two (2) subsequent fiscal years.

March 23, 2023

Contact Person:

Ahmed Badawi, CPA
Badawi & Associates
Certified Public Accountants
2855 Telegraph Avenue, Suite 312
Berkeley, CA 94705
Phone: (510) 768-8244
Fax: (510) 768-8249
E-mail: abadawi
@b-acpa.com

City of Jurupa Valley

Table of Contents
Page
Letter of Transmittal ......................................................................................................................................... 1 Firm Qualifications and Experience ................................................................................................................ 3 Independence ................................................................................................................................................ 3 Insurance ....................................................................................................................................................... 3 License to Practice in California .................................................................................................................... 3 Conflict of Interest .......................................................................................................................................... 3 Firm Qualifications ......................................................................................................................................... 3 Technical Approach ....................................................................................................................................... 4 Firm Experience ............................................................................................................................................. 5 Additional Activities ........................................................................................................................................ 5 Client Training Seminar ................................................................................................................................. 6 Flowcharting Documentation ......................................................................................................................... 6 Quality Control Review .................................................................................................................................. 6 Federal or State Desk Reviews ..................................................................................................................... 9 Disciplinary Action .......................................................................................................................................... 9 Litigations ....................................................................................................................................................... 9 Partner, Supervisory, and Staff Qualifications and Experiences .............................................................. 10 Similar Engagements with Other Governmental Entities ........................................................................... 17 Understanding of Services to be Provided .................................................................................................. 21 Specific Audit Approach ................................................................................................................................ 22 Objectives of Our Services .......................................................................................................................... 22 Audit Approach ............................................................................................................................................ 22 Technical Approach ..................................................................................................................................... 23 Use of Technology in the Audit ..................................................................................................................... 26 Audit Schedule ................................................................................................................................................ 28 Discussion of Relevant Accounting Issues ................................................................................................. 31 Comprehensive Cost Bid ............................................................................................................................... 32 Conclusion ...................................................................................................................................................... 34 Appendix .......................................................................................................................................................... 35 References ................................................................................................................................................... 35

Letter of Transmittal
March 23, 2023

Ms. Rebecca Abeyta
City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509

Dear Ms. Abeyta:

Badawi & Associates (B&A), Certified Public Accountants (the “Firm”) is pleased to have th e opportunity to respond to your request for a proposal to provide exte rnal audit services and to submit its qualifications to perform an independent audit of the financial statements of the City of Jurupa Valley (the “City”) for the fiscal years ending June 30, 2023 through 2025, with the option of extending the contract for each of the two (2) subsequent fiscal years. The objective of our audits is to issue opinions regarding the fairness of presentation of the financial position of the City in accordance with generally accepted accounting principles. These audits are to be performed in accordance with generally ac cepted auditing standards, the standards set forth for financial audits in the Government Accountability O ffice’s (GAO) Government Auditing Standards, the provisions of the federal Single Audit Act of 1984, as amended in 1996, and the Uniform Guidance, Audits of States, Local Governments and Non-Profit Organizations, Uniform Administrative Requirements, as well as any other applicable federal, state, local or programmatic audit requirements.

We will also perform the following as part of our engagement:
- Single Audit
- GANN Limit Agreed-upon Procedures
- State Controller’s Report
- Air Quality Management District
- State-Local Transportation Partnership Program
- Street Report
We will also apply limited audit procedures to Managem ent’s Discussion and Analysis (MD&A) and required supplementary information. In addition, we will pr epare the management letter containing comments and recommendations regarding our review and evaluation of the systems of internal control and accounting procedures.

This proposal will highlight the background of the partners and staff assigned to the engagement, summarize our experience in the governmental area, and describe our approach to auditing the City.

This proposal demonstrates our ability to render th e quality examination and to perform the necessary accounting and auditing services requested by the City on a timely basis.

As a partner of the Firm, I will be the primary contact for negotiation of the contract. Additionally, I have been authorized to legally bind the Firm. You may contact me at the following address and phone number:

Ahmed Badawi, CPA
Badawi & Associates
Certified Public Accountants
2855 Telegraph Avenue, Suite 312
Berkeley, CA 94705
Telephone: (510)768-8244
E-mail: [email protected]

Ms. Rebecca Abeyta
City of Jurupa Valley

Page 2 ends

2 We are committed to performing the required work, co mpleting the audit, and issuing the necessary auditors’ reports.

We believe we are the best qualified to perform the audit because our audit staff includes individuals well versed in municipal auditing and reporting requirements. We have performed auditing and consulting engagements for numerous cities throughout Ca lifornia. We will be responsive to the nee ds of the City, we understand the City’s operational environment, and pledge to you our complete commitment to providing a quality product that meets the City’s requirements.

The approach to the audit has been designed to meet the audit requirements of the City with the least disruption to the City’s office operations. The foundation of the audit approach is based on communication coupled with a strong knowledge of City operations and detailed planning at the initial stages of the audit. Open communication lines with all parties of the Engagement Team and City Management and staff throughout the engagement eliminate “surprises”. Initial planning and proper assignment of duties to experienc ed personnel provide for an effective and efficient audit process. Consequently, ine fficiencies and disruptions are kept to a minimum. In addition, we perform almost half of the audit tasks duri ng the interim phase to minimize any unforeseen delays during the year-end phase and to ensure a smooth and timely audit process.

The Firm maintains liability insurance coverage for professional liability, Workers’ Compensation, Comprehensive General Liability and Auto as part of our comprehensive insurance policy.

The Firm is an Equal Opportunity employer and complies with all Federal and State hiring requirements. The Firm also supports Affirmative Action philosophies and works hard to provide disadvantaged groups with opportunities for self enhancement.

This proposal is a firm and irrevocable offer for 180 days.

We are confident that you will find our organization o ffers the required expertis e, technical knowledge, and business understanding to perform an audit of the City. Our past experience provides us with a thorough understanding of the needs and requirem ents of the City, as well as the technical knowledge to perform such services in accordance with the accounting and auditi ng guidelines as published by the various authoritative entities.

We welcome your inquiries and look forward to further discussions with you.

Sincerely,

Ahmed Badawi
Partner
Badawi & Associates
Certified Public Accountants

City of Jurupa Valley Technical Proposal

3 Independence
The Firm is independent of the City of Jurupa Valley as defined by the GAO’s Standards for Audit of Governmental Organizations, Programs, Activities and Functions, and the AICPA and California State Society of Cert ified Public Accountants as pr omulgated in various auditing and professional standards.

Insurance
The Firm maintains professional liability insu rance and other coverage as part of our comprehensive insurance policy. Upon selection as the City’s independent auditor, the Firm and our insurance provider will pr ovide a certificate of insurance to the City which shows the minimum requirements identified by City have been met.

License to Practice in California
The Firm and all key professional staff assigned to the City’s audit are properly licensed to practice as Certified Public Accountants in the State of California and comply with GAO Government Auditing Standards.

The Firm is registered with t he California State Board of Acco untancy. Its State number is COR6823.

The Firm has met all required State and local laws, rules, and regulations.

Conflict of Interest
The Firm has no conflicts of interest in connection with providing the services described in this proposal. The Firm does not have any financial, business, or other professional relationships with the City or any member of City staff.

Firm Qualifications
Badawi & Associates was founded by Mr. Ahmed Badawi. Mr. Badawi has over 20 years of experience working with state and local government with a special focus on cities. Prior to founding B&A, Mr. Badawi was a par tner with several local and national firms, where he headed their government practice in Northern California. Mr. Badawi founded Badawi & Associates to serve the fast-paced needs of California's local governments. The goal is to build a proactive, client-focused culture fr om the ground up and to eliminate the entrenched bureaucratic culture and intrinsic limitations of the big audit firms.

Located in Berkeley, CA, the Firm serves a variety of cities and towns throughout California as well as conducting financial related services for numerous special districts and authorities.

Names and phone numbers of several of our current and past clients and other references are provided for your inquiries. We encourage you to contact these individuals to obtain information on the quality of the audit and the ability of the audit staff.

Our Berkeley office will be the Engagement Office assigned to the City.

In addition to specific City financial statem ents, the Firm members have also audited numerous redevelopment agencies, public fina ncing authorities, hospitals, housing authorities, transportation authorit ies, special districts, water districts, OCJP grants, self- insurance pools, joint power authorities and has also performed numerous compliance audits in accordance with the Single Audit Act, childcare regulations, TOT regulations, AQMD regulations, franchise requirements.

The Engagement Partner assigned to the City will be Mr. Ahmed Badawi. Mr. Badawi has over 20 years of government audit experience. He is a member of various governmental committees, has actively participated in the development of accounting and audit guidelines for the governmental sector, and is an instructor for the California Society of Municipal Finance Officers.

Firm
Qualifications
and
Experience
City of Jurupa Valley Technical Proposal

4 The professional staffs assigned to the E ngagement are qualified and experienced. Each individual of the Engagement Team has several years of experience and has conducted or participated in numerous municipal audits of various sizes. Their understanding of governmental operations and the various authoritative guidelines will provide the where-with- all to perform the audit in an efficient and effective manner with minimal disruption to the City’s finance department.

Technical Approach
The approach to the audit has been designed to meet the audit requirements of the various authorities with the least disr uption to the City’s operatio ns. The foundation of the audit approach is based on communication coupled with a strong knowledge of City operations and detailed planning at the initial stages of the audit. Open communication lines with all parties of the Engagement Team and City Management and staff throughout the engagement eliminate “surprises”. Initial planning and proper assignment of duties to experienced personnel provide for an effective and efficient audit process. Consequently, inefficiencies, disruptions, and lack of understanding are kept to a minimum.

The audit approach will consist of four phases:
1) Initial Planning Meeting:

The Engagement Partner and Ma nager will meet with City Management to discuss the audit approach, identify specif ic needs of City Managemen t, and familiarize themselves with City policies and practices.
2) Interim:

The Engagement Team members including t he Engagement Team Pa rtner will perform the internal control reviews, test transaction s, evaluate compliance with Single Audit Act requirements, identify potential audit issues that need to be addressed, perform limited confirmation procedures, and develop a cl ear understanding between the Engagement Team and City Management of the year-end audit responsi bilities and as signments. In addition, we strive to complete many of the year-end audit tasks during the interim phase to ensure a smoother audit process. We will work with the City on providing a list of those tasks that we will target to complete during interim and work with the City on how to complete them to minimize the amount of effort and time needed at year-end which in turn will assist the City in meeting its goal of issuing the Annual Comprehensive Financial Report.
3) Year-end:

The Engagement Team members including t he Engagement Team Pa rtner will conduct validation procedures on general ledger ac count balances, complete confirmation procedures, perform analytical procedures on revenue and expenditures, perform search for unrecorded liabilities, complete compliance work on Federal Assistance, and wrap up audit field work.
4) Reporting:

Auditor’s reports for all City reporting entities and compliance requirements will be finalized along with Single Audit Reports and Manag ement Letter comments. The Partner and Manager will be available to make presentatio ns to the City Counc il and/or designated bodies.

City of Jurupa Valley Technical Proposal

5 Firm Experience
The Firm is located in Berkeley and prov ides a full range of accounting services to governmental agencies throughout California, including audit, tax and accounting. The Firm’s professional staff members provide the financial background and specific experience to meet the City’s operational needs. Additionally, this situation provides the City with an auditing firm that has depth in capabilities to address any financial issue the City may need assistance with, and the quality audit approach that you expect.

Our Berkeley office will be the Engagement Office assigned to the City.

Firm policy requires that the Engagement Partner, during the first year of the engagement, be actively involved in the daily fieldwork. This means to the City that Mr. Badawi will actually be on-site during the audit coordinating the audit pr ocess, supervising the audit staff, gaining a hands-on understanding of City proc esses, and benefiting the City with his broad municipal experience. We have found that this effort benefits the City and the Firm through developing a thorough knowledge of the Ci ty’s practices and issues and establishing a close working relationship with the City’s Management. Additionally, continuity of audit personnel is assured because of the hands on involvement of the Partner.

We are committed to providing appropriate and related experience, personal involvement, and a broad business perspective to produce a quality end product within the time frames required.

The Firm provides financial and compliance auditing services to governmental agencies throughout California. We are a governmental agency auditing firm and our professional staff members have been performing these services for many years. As a result, we have performed financial and compliance audits on most, if not all, types of governmental agencies and operations including:
 Cities
 Redevelopment
Agencies
 Financing
Authorities
 Housing Authorities
 Special Districts
 Water Districts
 Waste Management
Authorities and
Operations
 Pension Plans
 Child Care
Operations
 Joint Power
Authorities
 Investment Activities
 Landfills
 Enterprise Funds
 Airports
 Transportation
Operations
 Federal and State
Grants
Additional Activities
We offer a full range of accounting and finance services to the governmental sector. These services include:
 Financial audits
 Compliance audits
 Tax advice
 Development of financial and
accounting policies and procedures
 Investment review and compliance
evaluation
 Operational reviews
 Technical guidance on existing and
upcoming accounting issues
 Training seminars
 Pension/profit-sharing plans
 Performance audits
 Business consulting
Consequently, Firm personnel are well qualified to perform the services expected by the City.

City of Jurupa Valley Technical Proposal

6 Client Training Seminar
The Firm hosts an annual update on recent technical accounting and finance issues affecting the governmental area. This all day session reviews new and anticipated pronouncements from GASB, discusses future issues under consideration by GASB, reviews accounting treatment of various transactions where issues may arise, and provides a general overview of state and federal compliance issues. All of our clients are invited to attend, free of charge. The one day session qualifies for CPE under the rules of the State Board of Accountancy and is held in the Bay Area.

Flowcharting Documentation
As part of our risk assessment procedures, we prepare flowcharts for documenting our understanding of the City’s significant accoun ting and financial processes. Flowcharts are updated annually for any changes in the City’s processes and copies can be provided upon request for the City’s internal use. Flowcharted processes may include:
 Financial Reporting, Closing, and Manual Journal Entries  Cash Receipts, Billing, and Accounts Receivable/Revenues  Cash Disbursements, Purchasing, and Accounts Payable/Expenditures  Payroll and Human Resources
Quality Control Review
According to Government Auditing Standards, firms who perform audits under the Yellow Book are required to have a peer review once every three years. We received a report with a rating of pass with no deficiencies which we attached for your review.

City of Jurupa Valley Technical Proposal

7 City of Jurupa Valley Technical Proposal

8 City of Jurupa Valley Technical Proposal

9 The Firm has policies and procedures to ensure it hires only qualified people, that it properly supervises them and provides prof essional training, that it adv ances them to responsibilities they are capable of handling, and that it provides them with necessary technical resources. All members of the Firm are very familiar with the stringent quality control standards established by the AICPA.

The Firm is a member of the AICPA Government Audit Quality Center.

The Firm is a member of the AICPA Private Companies Practice Section.

Federal or State Desk Reviews
The Firm has had no negative federal or state reviews in the past three (3) years.

Disciplinary Action
There has not been any state or federal disciplinary actions taken or pending against the Firm nor any findings to report.

Litigations
The Firm has not experienced any lawsuits or legal actions that have been resolved or are currently pending in the prior five years.

City of Jurupa Valley Technical Proposal

10 The Engagement Team will normally consist of six individuals who provide a broad business perspective and significant experience in governmental auditing. This team will provide access to a wide range of technical capabilities which will provide the City with not only the technical support necessary to perform the audit, but al so the broad business background to interpret findings and observations to offer effective solutions to issues, and the personal involvement of the Engagement and Compliance Partners of the Firm.

The Engagement Team will be led by Ahmed Badawi, CPA. Mr. Badawi’s background includes over twenty years of municipal auditing experi ence with a special focus on cities. He is the instructor of the CSMF O “Introduction to Governmental Accounting” training classes. Mr.

Badawi is a member of the Government Accounting and Auditing Committee of the California Society of Certified Public Ac countants. He has participated in the audits of numerous City, county and special district governments, as we ll as non-profit entities. His diversified background offers the technical qualities require d of the governmental and non-profit areas and the necessary wherewithal to properly evaluate the entir e accounting process, develop opportunities to improve the accounting process, and to offer practical business recommendations.

The second member of the Engagement Team will be Wenwei Zhao, CPA. Ms. Zhao’s background includes six years of accounting and auditing experience. She has participated in the audits of numerous governmental entities a nd assisted in their efforts to publish their financial statements in compliance with various regulations, and is a volunteer member of the GFOA Special Review Committee. Ms. Zhao will be the Audit Manager of this engagement.

The third member of the Engage ment Team will be Samantha Michel. CPA. Ms. Michel’s background includes five years of accounting and auditing expe rience. She has participated in the audits of numerous governm ental entities and assisted in their efforts to publish their financial statements in compliance with various regulations. Ms. Michel will be the Audit Senior of this engagement.

Engagement Partner

Ahmed Badawi
CPA

Audit Manager

Wenwei Zhao
CPA
Engagement Quality
Reviewer

Mitesh Desai
CPA

Audit Senior

Samantha Michel
CPA

Professional
Audit Staff

Professional
Audit Staff
Partner,
Supervisory,
and Staff
Qualifications
and
Experiences
City of Jurupa Valley Technical Proposal

11 The fourth member of the Engagement Team will be Mitesh Desai, CPA. Mr. Desai’s background includes sixteen y ears of experience in muni cipal auditing. Mr. Desai has participated in the audits of numerous government al agencies, assisted in their efforts to publish their Annual Comp rehensive Financial Reports in compliance with GASB 34, and a volunteer member of the GFOA Special Revi ew Committee. Mr. Desai is responsible for conducting in-house trainings for staff auditors and is credentialed with the Advanced Single Audit Certificate offered by the AICPA. He will serve as the Engagement Quality Reviewer.

Each member of the Engagement Team participates in continuing education programs offered by the AICPA and California State Society of Certified Public Accountants, and each has met the continuing education requirements for municipalities. In addition, the firm offers at least 60 hours of in-house CPE annually focused mainly on municipal audits.

Professional Development:

The Firm maintains a comprehensive training program targeted at appropriate professional staff levels. It utilizes in-hou se developed educational programs, AICPA and California CPA Foundation educational programs, and on-the-job training.

The Firm’s annual training schedule which officially begins in April for all professional staff and administrative staff includes comprehensive in-house training sessions on such topics as:
 Review of principles of accounting a nd financial reporting for state and local governments
 Review of governmental fund types and account groups
 Review of newly issued generally ac cepted auditing standards and GAO auditing standards
 Review of Internal Control evaluation approaches including COSO principles  Updates on recent governmental accounting and reporting guidelines  Review of Single Audit requirements and approaches
 Review of financial audit approaches
 Overview of audit and internal control work paper techniques  Review of GASB reporting requirements
 Review of current issues facing the governmental community During the year, professional staff members are sent to various educational sessions sponsored by the AICPA and California State Society of CPAs, as considered appropriate for the level and need of the individual. These classes include, among others:
 Governmental Financial Reporting Standards and Practices  Yellow Book: Government Auditing Standards
 Financial Accounting Standar ds: Comprehensive Review  Single Audit
 Governmental Auditing & Accounting Update
 Governmental Accounting Principles
 Comprehensive Review of Generally Accepted Auditing Standards The result of the Firm’s training program is the production of a highly educated and competent municipal audit group capable of performing an efficient and effective audit for the City.

The Engagement Team members will continue their professional development efforts.

City of Jurupa Valley Technical Proposal

12 Staff Retention and Continuity:

The Firm's policy on providing service to our clients includes a commitment to maintaining continuity of audit personnel. We cannot guarantee that our staff will remain with the Firm.

However, to encourage our staff to remain with us, we pay competitive wage rates; offer promotional opportunities; provide state-of -the-art equipment and excellent working conditions; and offer various benefits, such as re tirement plans, medical plans, profit sharing programs, educational benefits, and other such benefits. We can also guarantee that the partner will be involved in future years. Continuity of audit staff is of prime concern to us and because of the hands-on involvement of the par tner; we can assure you that future years’ audits will be conducted in an efficient and e ffective manner with qualified and experienced professionals.

The Firm is an Equal Opportunity employer an d complies with all Federal and State hiring requirements. The Firm also supports Affi rmative Action philosophies and works hard to provide disadvantaged groups with opportunities for self enhancement.

Resumes of each member of the Engagement Team follow.

City of Jurupa Valley Technical Proposal

13 Ahmed Badawi, Certified Public Accountant – Engagement Partner Length of Career
 Over twenty years experience in municipal auditing a nd accounting with a special focus on cities  Certified Public Accountant for the State of California Professional Experience
 Partial listing of clients served:

 Has performed numerous financial audits, Single Audits, Transportation Development Act audits, housing audits, electrical utility audits, RDA audits, PFA audits, and Trust Fund audits, and has prepared numerous Annual Comprehensive Financial Reports Education
 BS Degree in Accounting from the University of Alexandria, Egypt Professional Activities
 Instructor, CSMFO’s “Introduction to Governmental Accounting” training class  Member, CALCPA Government Accounting and Auditing Committee  Member, American Institute of Certified Public Accountants  Member, California Society of Certified Public Accountants  Member, Government Finance Officers Association
 Member, California Society of Municipal Finance Officers Continuing Education
 Has met the current CPE educational requir ements to perform audits on governmental agencies Financial Single RDA PFA Enterprise
Audit Audit Audit Audit Fund Other
Cities:

Albany X X X X
A n t i o c h XX XXX
Atwater X X X
Azus a X X X X
Berkeley X X X X X
Buena Park X X X X X
Burlingame X X X
Cotati X X X
Dublin X X X
E a s t P a l o A l t o XX XX
El Cerrito X X X X X
F o l s o m XX XX
Foster City X X X X X
Fremont X X X X
Guadalupe X X X X X
Lafayette X X X X
Larkspur X X X X
Lindsay X X X
Menlo Park X X X X X
Newark X X X X
Oakdale X X X X X
Ontario X X X X
Petaluma X X
Pinole X X X X
Pleasanton X X X X
R i c h m o n d XXXXXX
San Bruno X X X X X
San Leandro X X X X
San Luis Obispo X X X
San Mateo X X X X X
Scotts Valley X X X X
Solvang X X
Susanville X X
T u r l o c k XXXXXX
Union City X X X X X
Vacaville X X X X X
Walnut Creek X X X X X
Counties:

S a n t a C r u z C o u n t y XXXXXX
Contra Costa County X X XXXX
Special Districts and Other:

Alameda County Water District X X X
East Bay Regional Park District X X X
Services Provided
City of Jurupa Valley Technical Proposal

14 Wenwei Zhao, Certified Public Accountant – Professional Audit Manager Length of Career
 Six years experience in auditing
 Certified Public Accountant for the State of California Professional Experience
 Has performed numerous financial audits, Single Audits, RDA audits, PFA audits, Transportation Development Act audits, and housing audits

Education
 Master of Accounting from University of Pittsburgh, PA Professional Activities
 Volunteer Member, GFOA Special Review Committee
Continuing Education
 Various municipal accounting courses offered by the California Society of CPAs and local universities including:
- Governmental Financial Reporting Standards and Practices - Yellow Book: Government Auditing Standards
- Municipal Accounting
- Single Audit
 Has met the current CPE educational requir ements to perform audits on governmental agencies Services Provided
Financial Single RDA PFA Enterprise SCO
Audit Audit Audit Audit Fund Report Other
Cities:

Barstow X
Berkeley X X X
Crescent City X X X X
East Palo Alto X X X
El Cerrito X X X
Folsom X X X
Lafayette X X X X X
Larkspur X
Menlo Park X X X
Millbrae X
N e w a r k XXX X
Oakdale X X X
Pinole X X
Redwood City X
R i c h m o n d XXXXXXX
San Luis Obispo X X X
San Mateo X X
Susanville X X
Town of Los Gatos X
Town of Yountville X X
Union City X X X X
Waterford X
Yuba City X X X X
Towns:

Los Gatos X
Child Care Programs:

Contra Costa County Child Care X X
Special Districts:

San Gabriel Valley Council of Governments X X
Cosumnes Services District X
Elk Grove Water District X
Hayward Area Recreation and Park District X
Marin Municipal Water District X
Resource Conservation District of Santa
Cruz County
X
San Mateo County Mosquito and Vector
Control District
X
Santa Cruz Regional 9-1-1 X
City of Jurupa Valley Technical Proposal

15 Samantha Michel, Certified Public Accountant – Professional Assurance Senior Length of Career
 Five years of experience in municipal auditing
 Three seasons of experience in personal tax preparation  Certified Public Accountant for the State of California Professional Experience
 Has participated in several financial audit s, Single Audits, RDA audits, PFA audits, Transportation Development audits, and housing audits

Education
 BS, University of Washington, Seattle, WA
 Accounting, Foothill College, Los Altos Hills, CA
Professional Activities
 Member, California Society of Certified Public Accountants  Member, Forensic Services Section, Califo rnia Society of Certified Public Accountants Continuing Education
 Various municipal accounting courses offer ed by the California Society of CPAs and local universities including:
- Governmental Financial Reporting Standards and Practices - Yellow Book: Government Auditing Standards
- Municipal Accounting
- Single Audit
 Has met the current CPE educational requirem ents to perform audits on governmental agencies Services Provided
Financial Single PFA Enterprise SCO
Audit Audit Audit Fund Report Other
Cities/Towns:

Antioch X X X X
Barstow X
Berkeley X
Buena Park X
Crescent City X X X
East Palo Alto X X
El Cerrito X
F o l s o m XXXX
Guadalupe X X X
Lafayette
Larkspur
Los Gatos X X
Millbrae X X
Menlo Park X X
Petaluma X
Pismo Beach X
San Luis Obispo X X X
S a n M a t e o X XXX
San Bruno X
Union City X
Vacaville X X
Waterford X
Yuba City X
Counties:

Contra Costa County X
Special Districts and Other:

Hayward Area Recreation District X X
Amador County Transporation Commission X X
Amador Transit X X
Central County Fire District X
Elk Grove Water District X
Port of San Luis Harbor X
San Mateo Consolidated Fire District X
StopWaste X X
City of Jurupa Valley Technical Proposal

16 Mitesh Desai, Certified Public Accountant – Engagement Quality Reviewer Length of Career
 Sixteen years experience in municipal auditing with a special focus on cities  Certified Public Accountant for the State of California Professional Experience
 Has performed numerous financial audits, Single Audits, RDA audits, PFA audits, Transportation Development Act audits, and housing audits

Education
 BS Degree in Business Economics with an emphasis in Accounting from University of California, Santa Barbara
Professional Activities
 Member, American Institute of Certified Public Accountants  Member, California Society of Certified Public Accountants  Volunteer Member, GFOA Special Review Committee
Continuing Education

 Various municipal accounting courses offered by the California Society of CPAs and local universities including:
- Governmental Financial Reporting Standards and Practices - Yellow Book: Government Auditing Standards
- Municipal Accounting
- Single Audit
 Has met the current CPE educational requirem ents to perform audits on governmental agencies Financial Single RDA PFA Enterprise
Audit Audit Audit Audit Fund Other
Cities:

Albany X
Antioch X X X
Azus a X X X X
Berkeley X X X X X
Buena Park X X X X
Calimesa X X X
Crescent City X X X X X
Dablin X X X
East Palo Alto X X X X
E l C e r r i t o XXX XX
Foster City X X X X X
Fremont X X X X X
Lemon Grove X X
Lindsay X X X
Menlo Park X X X
Millbraie X X X X
Newark X X X X
Oakdale X X X X
Pittsburg X X X X X
Placerville X X X X
R i o V i s t a XXX X
S a n M a t e o XXX XX
Sebastopul X X X X
Solvang X X
Susanville X
Turlock XX X
Union Cit
y XX X
Vacaville XXXX X
W a t e r f o r d XXX X
Yountville XX X
Yuba City XX XX
Child Care Programs:

Menlo Park Child Care XX
Stanislaus County Childcare XX
Non-profits:

Housing Endowment and Regional Trust X
Special Districts and Other:

Castro Valley Sanitary District X
Cosumnes Community Serv ices Distric t X
Marin Municipal Water Distric t X
West County Wastewater District XX
XX
Services Provided
Contra Costa Child Development Programs
City of Jurupa Valley Technical Proposal

17 The tables below and on the following page are a partial listing of our clients similar to the City, and illustrates the many different types of components involved in each audit engagement that present very difficult and complex auditing and accounting challenges (in order of audit hours). ** Indicates cities with population over 50,000
** Indicates cities with governmental revenues over $100 million and population over 50,000

City
Client Since
Hours
Engagement Partner
Principal Contact
Annual Comprehensive
Financial Report
GFOA Award
RDA/Successor Agency
Single Audit
TDA
Water Fund
Sewer Fund
SCO Report
Housing Authority
Enterprise Funds
Pension Trust Fund
** Richmond 2020 3,160 Ahm ed
Badaw i
Delmy Cuellar
Finance Manager
(510)620-6790
[email protected]

X XXX XXXXX
** Berkeley 2008 1,505 Mites h
Des ai
Henry Oyekanmi
Finance Director
(510)981-7300
[email protected]

X XXXX X XX
** Ontario 2021 1,012 Ahm ed
Badaw i
Armen Harkalyan
Executive Director of Finance
(909)395-2019
[email protected]

X XXX XXXXX
* Union City 2006 850 Mites h
Des ai
Jackie Acosta
Finance Director
(510)675-5345
[email protected]

X XXXX X X
** Folsom 2019 807 Ahm ed
Badaw i
Stacey Tamagni
Finance Director
(916)461-6712
[email protected]

X XXX XX X
* Petaluma 2019 691 Ahm ed
Badaw i
Corey Garberolio
Finance Director
(707)778-4357
[email protected]

X XXXXXXX
* San Luis
Obispo 2019 638 Ahm ed
Badaw i
E m ily Jackson
Finance Director
(805)781-7125
[email protected]

X X XXXX
* Antioch 2005 586 Mites h
Des ai
Daw n Merchant
Finance Director
(925)779-6135
[email protected]

X XXXXXX X
Lafayette 2020 586 Ahm ed
Badaw i
Jennifer Wakeman
Assis. Adm inistrative Services D irector
(925)299-3213
[email protected]

XX X X X
** Dublin 2018 546 Ahm ed
Badaw i
Lisa Hisatom i
Director of Finance & Admin. Services
(925)833-6640
[email protected]

XX X X X
Azusa 2017 540 Ahm ed
Badaw i
Talika Johnson
Adm inistrative Services Director
(626)812-5202
[email protected]

X XXX XX X
Similar
Engagements
with Other
Governmental
Entities
City of Jurupa Valley Technical Proposal

18 City
Client Since
Hours
Engagement Partner
Principal Contact
Annual Comprehensive
Financial Report
GFOA Award
RDA/Successor Agency
Single Audit
TDA
Water Fund
Sewer Fund
SCO Report
Housing Authority
Enterprise Funds
Pension Trust Fund
East Palo Alto 2014 528 Mites h
Des ai
Tomohito Oku
Finance Director
(650)853-3122
[email protected]

X XXX X X X
Millbrae 2015 524 Mites h
Des ai
Mike Sung
Finance Director
(650)259-2433
[email protected]

X XXX XX X
Glendora 2022 487 Ahm ed
Badaw i
Kyle Johnson
Assistant Finance D irector
(626)914-8245
[email protected]

X XXX X XXX
San Bruno 2022 486 Ahm ed
Badaw i
Bobby Magee
Interim Finance Director
(650)616-7054
[email protected]

X X XXXXX X
* Yuba City 2017 450 Mites h
Des ai
Spencer M orrison
Finance Director
(530)822-4615
[email protected]

X XXX XXX X
Wasco 2021 428 Ahm ed
Badaw i
Isarel Perez-Hernandez
Finance Director
(661)758-7230
isperez@cityofw asco.org
XXXXXX
Pinole 2018 419 Ahm ed
Badaw i
Markisha Guillory
Finance Director
(510)724-9823
[email protected]

XX X X X X
Pismo Beach 2022 389 Ahm ed
Badaw i
Nadia Feeser
Adm inistrative Services Director
(805)773-7010
[email protected]

X XXX XXX X
Larkspur 2019 382 Ahm ed
Badaw i
Cathy Orme
Adm inistrative Services Director
(415)927-5019
[email protected]
XX X
Atw ater 2021 380 Ahm ed
Badaw i
Delilah Youmara
Finance Director
(209)357-6347
dyoumara@atw ater.org

XX XXXX
Lemon Grove 2022 377 Ahm ed
Badaw i
Joseph Ware
Finance Director
(619)825-3803
Jw [email protected]
XX X X
Waterford 2018 311 Ahm ed
Badaw i
Tina Envia
Finance Manager
(209)874-2328 Ext: 104
tenvia@cityofw aterford.org
XX XX
City of Jurupa Valley Technical Proposal

19 City
Client Since
Hours
Engagement Partner
Principal Contact
Annual Comprehensive
Financial Report
GFOA Award
RDA/Successor Agency
Single Audit
TDA
Water Fund
Sewer Fund
SCO Report
Housing Authority
Enterprise Funds
Pension Trust Fund
Solvang 2019 308 Ahm ed
Badaw i
Brad Vidro
Interim City Manager
(805)688-5575 ext 204
[email protected]

XX X X X
Oakdale 2016 306 Mites h
Des ai
Albert Avila
Finance Director
(209)845-3584
[email protected]

XXXXX X
Guadalupe 2017 303 Mites h
Des ai
Janice Davis
Finance Director
(805)356-3895
[email protected]

XX XX X
Sebastopol 2017 275 Mites h
Des ai
Ana Kw ong
Finance Director
(707)824-4879
akw [email protected]

XX X X X X X
Cotati 2020 265 Ahm ed
Badaw i
Angela Courter
Director of Administrative Services
(707)665-4236
[email protected]

XX X X X
Crescent City 2014 227 Mites h
Des ai
Linda Leaver
Finance Director
(707)464-7483 x224
[email protected]

XX XX XX
Scotts Valley 2019 202 Ahm ed
Badaw i
Selina Andrew s
Finance Manager
(831)440-5614
sandrew [email protected]

XX X X X
City of Jurupa Valley Technical Proposal

20 The table below lists all special district engagements (in order of audit hours):

Special District
Client Since
Hours
Engagement
Partner
Principal Contact
Annual Comprehensive
Financial Report
GFOA Award
Single Audit
Enterprise Funds
San Gabriel Valley Council of Governments 2021 618 Ahm ed Badawi
Rey Alimoren,
Director of Finance
(626) 962-9292
[email protected]
No N/A X X
County of Contra Costa Community
Services Bureau Child Development
Program
2013 450 Mites h
Desai
Nancy Benavides
Fiscal Officer
(925)681-4268
[email protected]
No N/A
Florin Resource Conservation District/
Elk Grove Water District 2015 350 Mites h
Desai
Patrick Lee
Finance Manager / Treasurer
(916)685-3556
[email protected]
Yes Yes X
Hayward Area Recreation
and Park District 2017 350 Mites h
Desai
Anne Maze
Administrative Services Director
(510)881-6707
[email protected]
No N/A
Amador County
Transportation Commission 2019 260 Ahm ed
Badawi
John Gedne
y
Executive Director
(209)267-2282
[email protected]
No N/A
Solano County Water Agency 2020 243 Ahm ed
Badawi
Roland Sanford
General Manager
(707) 455-1103
[email protected]
No N/A
San Mateo Mosquito and
Vector Control District 2018 228 Ahm ed
Badawi
Richard Arrow
Finance Director
(650)344-8592
[email protected]
Yes Yes
Monterey Bay Unified Air
Pollution Control District 2016 200 Mites h
Desai
Rosa Rosales
Administrative Services Manager
(831)718-8019
[email protected]
No N/A
Southern Marin Fire
Protection District 2020 160 Ahm ed
Badawi
Alyssa Schiffmann
Finance Manager
(415)388-8182
[email protected]
No N/A
Alameda County Waste Management
Authority (StopWaste) 2018 154 Ahm ed
Badawi
Jennifer Luong
Finance Services Manager
(510)891-6500
[email protected]
Yes Yes
Central County
Fire Department 2012 150 Mites h
Desai
Jan Cooke
Finance Director
(650)375-7408
[email protected]
Yes Yes
Central Fire Protection District of
Santa Cruz County 2018 150 Mites h
Desai
Nancy Dannhauser
Finance Director
(831)479-6842
[email protected]
No N/A
Port of San Luis
Harbor District 2017 150 Mites h
Desai
Kristen Stout
Business Manager
(805)595-5413
[email protected]
Yes Yes X
Resource Conservation
District of Santa Cruz
County
2017 150 Mites h
Desai
Sharon Corkrean
Director of Finance
[email protected]
No N/A X
Santa Cruz
Regional 9 - 1 - 1 2016 150 Mites h
Desai
Dennis Kidd
General Manager
(831)471-1038
[email protected]
No N/A
Zayante Fire
Protection District 2017 150 Mites h
Desai
John Stipes
Fire Chief
(831) 335-5100
[email protected]
No N/A
City of Jurupa Valley Technical Proposal

21 The City desires an audit of the financial records for the City and an expression of an opinion in accordance with generally accepted accounting principles on the fairness of presentation of financial statements for the fiscal years ending June 30, 2023 through 2025, with the option of extending the contract for each of the two (2) subsequent fiscal years.

The Firm will:
 Express an opinion on the fair presentati on of its basic financial statements which includes but is not limited to the financial statements of governmental activities, each major fund and all aggregate remaining fund in formation in conformity with generally accepted accounting principles in the United States of America.  Express an "in-relation-to" opinion on the fair presentation of its combining and individual non-major fund financial statem ents and schedules in conformity with generally accepted accounting principles. The Firm will provide an “in-relation-to” report on the supporting schedules contained in t he Annual Comprehensive Financial Report based on the auditing procedures applied during the audit of the basic financial statements and schedules.
 Provide an “in-relation-to” report on the schedule of expenditures of federal awards based on the auditing procedures applied during the audit of the financial statements.  Perform the audit in accordance with gener ally accepted auditing standards accepted in the United States of America, applic able to the financial audit contained in the Government Auditing Standards issued by the Comptroller General of the United States and the provisions of the Unif orm Guidance, Audits of States, Local Governments and Non-Profit Organizations.
 Perform limited procedures on supplementary information required by the Government Accounting Standards Board.
 Issue the following reports, following the co mpletion of the audit of the fiscal year’s financial statements:
 Independent Auditor’s Report on Fi nancial Statements and Schedule of Expenditure of Federal Awards
 Report on Internal Control over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards
 Independent Auditor’s Report on Comp liance with Requirements Applicable to Each Major Program and Internal Control over Compliance in Accordance with the Uniform Guidance
 Schedule of Findings and Questioned Costs
 Auditor’s Communication with Those Charged with Governance  Annual Comprehensive Financial Re port following the requirements and guidelines of the GFOA award program
 GANN Limit Agreed-upon Procedures
 State Controller’s Report
 Air Quality Management District
 State-Local Transportation Partnership Program
 Street Report
 Provide special assistance to the City as needed.
 Retain all working papers and reports at the audit firm’s expense for a minimum of 7 years. In addition, make working papers av ailable to the City and/or any government agency as appropriate.

Should any conditions be discovered requiring corrective action, the Firm will provide a detailed description of the findings and recommended actions as to their resolution.

Understanding
of Services to be
Provided
City of Jurupa Valley Technical Proposal

22 The Firm will submit a report to the City ’s Council and management detailing auditor’s responsibility under generally ac cepted auditing standar ds, significant accounting policies, management judgments and accounting statement s, significant audit adjustments, other information in documents containing audited financial statements, disagreements with management, management consultations with other accountants, major issues discussed with management prior to retention, difficulties encountered during the audit, and any significant deficiencies or material weaknesses found during the audit. Non-material instances of noncompliance will be reported in a separate management letter, if appropriate, along with any other observations or recommendations determined to be informative to City Management.

The Firm will be available to provide advice a nd counsel regarding significant matters during the year.

The Firm’s Partner and Staff welcome the opportunity to make presentations to the City Council and will be ready to respond to questions from the Council and citizens of the City.

Objectives of Our Services
The basic objective of our audit of the City is to conduct an examinat ion of the financial statements in accordance with generally ac cepted auditing standards and to express our opinion on the fairness of presentation of such financial statements in conformity with generally accepted accounting principles.

Additionally, we believe that another real value of our audit lies in meeting other objectives at no additional cost. The following are other objec tives of our services that have important benefits to the City:
 To offer substantive observations and re commendations relating to accounting and operating control policies and procedures.
 To identify opportunities for operating effi ciencies and isolate candidate activities for cost reduction opportunities.
 To perform a professional audit in an efficient and effective way to minimize disruption to the office operations.
 To offer ongoing advisory services to assist in the running of the operation and implementation of improved operating procedures.

The engagement will be conducted within the framework of the Firm's quality control program which includes the use of audit programs, careful planning, use of computerized audit software and internal control evaluation and documentation software, and objective review procedures.

On-site staff will use Firm supplied portable computers and printers.

Audit Approach
The specific audit approach has been designed to efficiently and effectively address the audit requirements of the City, to perform the audit of the City’s financial records in a timely manner with minimal disruptions to office operations, and to meet the City’s timeline.

The audit will be conducted in accordance with:
1) Generally accepted auditing stand ards established by the AICPA. 2) The standards contained in Government Auditing Standards issued by the GAO. 3) Provisions of the Single Au dit Act and the Uniform Guidance. 4) Requirements issued by the California State Controller’s office. 5) Other requirements as required.

Specific Audit
Approach
City of Jurupa Valley Technical Proposal

23 We will conduct the necessary audit steps to perform:
 Planning of the engagement
 Evaluation of the existing internal cont rol environment to determine degree of risk of material misstatement
 Determination of degree of compliance with laws, regulations, grant provisions, and City approved policies
 Assessment of potent ial fraudulent issues
 Validation of account balances
 Verification of reasonableness of management estimates Technical Approach
We use an industry specific audit approach tailored to governmental entities. Our governmental audit approach addresses the sp ecial risks and circumstances of local governments. As a result, the audit is conducte d efficiently and effectively with minimal disruption to your staff.

The core of our governmental technical audit approach can be summarized as follows:

1. Planning, Understanding and Communication:

Based on our previous audit experience, using the budget, organizational charts, manuals and other financial information systems and our knowledge of how governments work, we will obtain an insight to the specific conc erns and sensitivities of the City. Our understanding is updated continuously through our year-round contact and communication efforts. We will agree on comm on audit objectives and expectations with management before audit work begins and, throughout the audit, will meet regularly with management to discuss audit issues and to gather feedback.

2. In-Depth Review of Systems and Controls:

We have developed diagnostic reviews whic h enable us to evaluate your systems and controls, and to provide management with constructive feedback. Combined with our knowledge of the City and understanding and experience with the City’s accounting software, our control review will form the basis of our audit risk assessment. We will utilize the COSO approach in our evaluation of the City’s internal processes to identify potential control deficiencies. In future years, we will update our underst anding through similar procedures.

3. Risk-Based Customized Testing Program:

Our audit approach is tailored to governmental applications. We will use audit programs specifically designed to address the operational environment of governmental entities. Our approach will identify potential control risk s and the opportunities for risk of material misstatements and fraud. We will evaluate t he various risk assessments and identify the potential risks relating to the:
 Balance Sheets / Statement of Net Position
 Statement of Revenues and Expendi tures / Statement of Activities  Presentation
 Disclosure
Our audit procedures will then be developed to address these risk areas.

4. Expanded Interim Fieldwork:

Timeliness and audit efficiency is enhanced by performing extensive interim work.

Partners, managers and s enior staff work with City sta ff to identify and resolve potential audit issues early. Accordingly, the amount of audit work to perform at year end is minimized. Because our audit staff is familiar with the operations before year-end fieldwork begins, disruption of accounting staff is minimized.

City of Jurupa Valley Technical Proposal

24 5. Smooth Transition:

Our testing program focuses on audit risks id entified by our understanding of the City’s operations. We will work with t he accounting staff to identify the most effective ways to address our objectives. Communication bet ween the members of the audit engagement team and City staff will be fluid and continuous.

6. Sample Size and Sampling Techniques:

Our audit approach will include sampling activi ties. Population size and the level of assurance to be derived from a particular test will dictate the sample size. We use sampling in our audit approach to compliment skilled judgment and knowledge of the particular situation. Our sample size will range normally from 25 to 60 items.

7. Automated Systems:

We will evaluate controls over the IT functions to assess control risk. We intend to test controls for purposes of reliance. Our review procedures will evaluate controls over:
 Security Management
 Logical and Physical Access
 Configuration Management
 Segregation of Duties
 Contingency Planning
In addition, we will review controls over:
 Input, processing, output, master data
 Application interface
 Data management system interface

8. Analytical Procedures:

We use analytical procedures in several as pects of our audit. Extensive knowledge and industry background are required for effectiv e analytics, and our staff possesses the appropriate experience and knowledge for the City to benefit from these procedures.

9. Approach to be Taken in Determining Laws and Regulations Subject to Audit Test Work:

We continuously refer to specific regulati ons, compliance supplements, state guidelines and contracts currently in force. We perform the procedures required related to laws and regulations, using inquiries, observations and sampling techniques. Some of the laws and regulations that we believe may be applicable to the City are the requirements of the California Public Utilities Commission, Si ngle Audit Act and other applicable laws and regulations, including the California Governme nt Code, provisions of applicable Grant guidelines, California Constitution GANN Limi t requirements, requirements of local measures, Child Care Program compliance requirements, etc.

10. Report Format:

We will meet with City Management to review report formats. Any report format changes will be made in conjunction with approval from City Management.

11. Work Plans:

The detailed work plans will be designed to efficiently and effectiv ely address the audit requirements of the City in accordance wi th generally accepted auditing standards, to perform the audit of the City’s financial records in a timely manner with minimal disruptions to office operations, and to meet the City’s timeline.

City of Jurupa Valley Technical Proposal

25 12. Adjusting Journal Entries:

We will discuss and explain proposed audit adjus ting entries with the City’s designated Finance Department personnel prior to recording. Audit adjusting entries will be provided in a format showing the lowest level of pos ting detail needed for data entry on the City’s general ledger system.

13. Listing of Schedules and Tables (anticipated to be prepared by the City):

Based on preliminary inquiries made with management and City staff and review of documents, we will tailor a list of schedules, tables, and other reconciliations required for the audit. We will take into account as much as possible reconciliations already prepared by the City for day to day operations and reporting, as well as any reports that are system generated to limit the need for additional City staff hours.

The following is a listing of some of the si gnificant reconciliations and schedules that we would normally expect the City to provide to us in assisting us in conducting our fieldwork.  Trial Balance
 Annual Comprehensive Financial
Report Account Roll Up
Schedules
 Budget to Actual Reports
 Bank Reconciliations
 Listing of manually prepared
journal entries posted
 Summary of Investments held by
the City
 Capital Asset Schedules
 Long Term Debt Schedules
 Debt amortization schedules &
Calculations of deferred amounts
 Calculations of any debt
covenants amounts or
percentages
 Schedule of Leases
 Schedule of Expenditures of
Federal Awards
 Analysis of Deferred Inflows of
Resources and Deferred
Outflows of Resources
 Reconciliation of Receivables to
subsidiary ledgers
 Calculations for estimate of
allowance for uncollectible
accounts
 Loans Receivable Schedules
 Reconciliation of Significant
Revenue Accounts
 Billing Registers and Fee
schedules
 Compensated Absences
Schedules and Copies of Related
Policies
 Claims Payable Schedules
 GASB 54 Fund Balance Roll
Forward Schedule
 Interfund Transaction Schedules

City of Jurupa Valley Technical Proposal

26 The Firm maintains a variety of specialized software packages during the audit that enable us to perform an efficient, thorough, and timely au dit and keeping time demands on City staff to a minimum.

Trial Balance Management and Financial Statement Preparation ProSystem Fx Engagement allows us to import and manage multiple years of trial balance data including budgetary information, create mult iple account groupings, generate reports, post journal entries proposed during the audi t (including GASB 34 conversion entries), and link information directly to the financial statements. This gives us the ability to:
 Generate immediate trend and other compar ative analysis of trial balance and budget data prior to the start of the audit. This allows us to identify potential issues and make inquiries early in the audit
 Link the financial statements and footnotes pr ior to the start of the audit allowing us to have majority of the financial statements (including budgetary comparison schedules and other supplementary information) prepar ed at the time the trial balance is uploaded
 Audit adjustments or City adjustments prov ided during the audit are automatically reflected in the financial statements
Audit Request Management and Document Exchange
CCH Engagement Organizer (“Organi zer”) is a virtual “Prepared by Client (PBC) List” that streamlines the process of requesting, rece iving, and keeping track of documents. The Organizer is an integr ated cloud-based request list that helps to facilitate the engagement through more seamless collaboration between th e Firm and our clients. By utilizing the Organizer, the City can do all of the following in one secure virtual environment:
 Attach files of any type to document requests
 Easily track the status of document requests that are ei ther pending, completed by the City, accepted by us, or rejected by us
 Access templates and documents from us that require completion  Have multiple City staff get involved and assist in the audit process  Participate in a dialog with us for questions and notes We have found that the use of the Organizer has helped our clients be always informed as to the status of their audit, and not be surprised with new requests or follow up on outstanding requests previously provided.

Computer Aided Audit Tools (CAATs)
The Firm’s data analytics software enables our Engagement Team to perform more than 150 Computer Aided Audit Tools (or “CAATs”). CCH Teammate Analytics gives us the ability to perform advanced data analysis and increase efficiency. By utilizing this software, we can:
 Immediately visualize and analyze 100% of account populations with graphs, charts and statistics to identify anomalies
 Make fewer sample selections that are targeted to problematic areas  Quickly analyze transactional data for:
o Duplicate records
o Missing transactions
o Transaction sequence
o Unusual items
 Compare excel worksheets for changes or differences
 Generate immediate testing samples
 Perform regression analysis
 Filter and extract data from City reports
Use of
Technology in
the Audit
City of Jurupa Valley Technical Proposal

27 Audit Planning, Risk Assessment, and Audit Programs
Our firm utilizes CCH Know ledge Coach, which is an ex pert system that adapts and customizes our audit approach specifically based on the City’s structure, operating environment, specific transactions, and identified risks or matters to be addressed in the audit.

The software is frequently updated for new indu stry trends and audit requirements. Included in the software is a continuous diagnosis of audi t forms that identifies missing information, procedures, or any conflicts that need to be add ressed prior to issuance of the audit report.

We have found that this audit tool greatly benefits our audit clients in the following ways:
 Removal of standardized audit steps and pr ocedures that do not add value to the audit  Targeted audit procedures focusing on ris ks and accounts specific to the City’s operations
 Audit is always performed in accordance with audit standards especially the risk assessment standards
 Maximizing audit efficiency having less City staff time dedicated to gathering information or responding to inquiries by focusing on material issues  Automatic self-diagnostics ensure no audi t steps are missed, gua ranteeing a quality audit
Research Tools
We maintain multiple research software packages that are always kept up to date to ensure compliance with accounting and auditing standards, and are also a resources for us to provide guidance to our clients. In addition to acco unting and audit literature, we have access to interactive disclosure checklists that incl ude sample footnote disclosures and financial statements.

City of Jurupa Valley Technical Proposal

28 2023
Period

Audit Tasks

May - Planning and Administration
 Review and obtain copies of key work papers of prior audit firm.  The entrance conference shall be held with City staff. The purpose of this meeting will be to discuss prior audits and the interim work to be performed. This meeting will also be used to establish overall liaison for the audits and to make arrangements for work space and other needs
 Review and evaluate the City's ac counting and financial reporting.

Prepare an overall memo of recommendations, potential issues, and suggestions for improvements
 Prepare overall memo to the City confirming audit procedures, timing, and assistance
 Prepare detailed audit work plan and audit programs, audit budget and staffing schedule, and list of schedules to be prepared by the City staff
 Send the Organizer to the City t hat will include all request items considered to be necessary for the audit

May - June

- Internal Control Evaluation
 Meeting with City Manager and Department Heads of other departments with large operating budgets or which have significant federal grant expenditures
 Attending City Council meetings
 Meeting with off-site locations
 Meeting with key Finance Department personnel
 Obtain and document understandi ng of key internal control systems through walk-thr oughs, interviews of staff, and review of supporting documentation
o General ledger system
o Budgeting system
o Revenue, utility billing, accounts receiv able, and cash collections
o Purchasing, expenditures, accounts payable, and cash
disbursements
o Payroll
o Federal Financial Assistance
o Other systems
 Identify control risks
 Evaluate IT control environment
 Perform testing of the internal control system and evaluate the effectiveness of the City’s systems. Select large dollar and random samples of transactions in key operating systems. Sample size to meet required level for deter mined degree of risk. Review supporting documentation of selected transactions, evaluate adequacy of support and approvals, and conclude on degree of adherence to accuracy and compliance with City policies  Conduct fraud assessment procedures
 Assess degree of risk for material misstatement
 Provide to the City’s management a memo concerning
mana
gement letter points and identify issues, if any
Audit
Schedule
City of Jurupa Valley Technical Proposal

29 2023
Period

Audit Tasks

May - June - Other Tasks
 Review minutes of City Council meetings and other key committees  Perform preliminary substantive procedures, which would include tests of:
o Vendor and contractor payments
o Payroll expense
o Capital asset acquisitions
o Journal entries
o Retrospective review of accounting estimates
 Financial statement database ma nagement and other setup, in addition to drafting of all necessary report templates
 Preliminary Single Audit and other compliance testing  Coordinate with City staff and prepare of all appropriate confirmation requests including:
o Bank accounts
o Investment pool accounts
o Accounts receivable
o Federal grants
o Revenue from governmental agencies
o Bond and other debts
o Attorney letters
o Others, as required
 Update the Organizer with any additional request s that will be needed for the City's audit
 Provide the City with audit plan and list of year-end audit schedules  Hold progress conference with City Management
 Hold exit conference with Cit y Management

October

- Final Fieldwork

 Entrance conference with City Management
 Follow-up on all outstanding confirmations
 Verify and validate account balances by reviewing supporting documentation including invoices, vouchers, council resolutions, minutes, and other documents, as required
 Perform analytical review of rev enue and expenditures. Determine reason for material differences between budget and actual  Perform a search for unrecor ded liabilities by reviewing disbursements subsequent to June 30, testing terms of contractual obligations, and interviewing City staff
 Perform review of subsequent events by discussions with City Management and update all minutes of City Council and key committees
City of Jurupa Valley Technical Proposal

30 2023
Period

Audit Tasks

- Single Audit Compliance
 Entrance conference with City Management
 Obtain Federal Financial Assistance Schedule
 Determine grants to be consider ed as major programs including clusters
 Perform audit tests of major grant programs and compliance with Federal Law and Regulations
 Review grant documents, select sufficient number of transactions to test for compliance of Federal Requirements
 Coordinate Single Audit efforts with the Financial Audit efforts  Communicate findings to City Management
 Other Compliance

November -
December

- Audit Reports
 Complete drafts of City’s Annual Comprehensive Financial Report  Prepare draft of Single Audit R eports concerning internal control structure, compliance with laws and regulations, and administering of federal financial assistance programs
 Prepare other reports as required
 Provide revised final drafts of a ll required reports to the City for approval

December

- Final City Audit Reports, Financial Statements, Single Audit Reports, and other reports delivered.
- Audit Presentation to Council

January 2024

- State Controller’s Reports delivered and submitted
- Single Audit Report package submitted to Federal Audit Clearinghouse

Estimated Hours by Audit Phase
Position Planning
Interim
Fieldwork
Year End
Fieldwork Reporting Total
Partner 9 22 15 4 50 Audit Manager 7 35 39 6 87 Audit Senior 14 52 55 7 128 Professional Audit Staff - 103 94 12 209 Administrativ e Assistant 6 9 - 9 24 Total 36 221 203 38 498 City of Jurupa Valley Technical Proposal

31 Identification of Anticipated Potential Audit Problems We do not anticipate that there will be any audit problems at the City. However, the following are some areas that we will carefully investigate and monitor during our audit procedures:
 Financial Reporting:
 Review and evaluate that the City’s Annual Comprehensive Financial Report is in compliance with current reporting and disclosures requirements issued by the GASB and GFOA.
 Review the Annual Comprehensive Finan cial Report for financial reporting conformance awards issued by CSMFO and GFOA.
 Review and evaluate degree of complianc e with the various GASBs in effect.  Review degree of compliance with infr astructure obligations and regulatory provisions.
 Internal Control Structure:
 Review and evaluate the City’s internal control functions and ascertain compliance with proper internal control philosophies.
 Review computer system processes and controls and evaluate adequacy of the control environment.

Several new GASB pronoun cements will become effective ov er the time period of this proposal. As such, specific attention will be provided to determine the proper implementation of these new pronouncements. A list of kn own new pronouncements with implementation dates that fall within this proposal period are as follows:
2023
 Statement 91 – Conduit Debt
 Statement 94 – Public-private Partnerships
 Statement 96 – Subscription-Based Information Technology Arrangements  Statement 99 – Omnibus 2022
2024
 Statement 100 – Accounting Changes a nd Error Corrections—an amendment of GASB Statement No. 62
2025
 Statement 101 – Compensated Absences

Discussion of
Relevant
Accounting
Issues
City of Jurupa Valley Technical Proposal

32 Schedule of Professional Fees

Serv ice
2023
Hours 2023 2024 2025
2026
Optional
Year
2027
Optional
Year
Financial Statements Audit 366 33,765$ 34,590 $ 35,370 $ 36,115 $ 37,135 $ Single Audit 50 4,630 4,795 4,990 5,270 5,355 GANN Limit Agreed-upon Procedures 7 665 730 770 815 860 Subtotal 423 39,060 40,115 41,130 42,200 43,350 Optional Services:

City State Controller's Report 31 2,825 2,875 3,045 3,215 3,290 Air Quality Management District 22 2,025 2,145 2,275 2,400 2,430 State-Local Transportation Partnership
Program 12 1,080 1,105 1,175 1,240 1,310 Street Report 10 945 1,040 1,100 1,160 1,310 Total 498 45,935$ 47,280 $ 48,725 $ 50,215 $ 51,690 $ Hours Rates Hours Rates Hours Rates Hours Rates Hours Rates Partner 50 150 $ 47 155 $ 46 155 $ 45 $160 49 $165 Audit Manager 87 120 82 130 79 135 77 135 79 140 Audit Senior 128 85 130 95 127 105 124 110 120 120 Professional Audit Staff 209 75 183 85 178 90 173 100 155 105 Administrativ e Assistant 24 60 22 65 21 75 21 80 22 85 Total Hours 498 464 451 440 425
Total Cost
Position
45,935$ 47,280 $ 48,725 $ 50,215 $ 51,690 $ 2027
Optional Year2023 2024 2025
2026
Optional Year
Comprehensive
Cost Bid
City of Jurupa Valley Technical Proposal

33 Manner of Payment:

Each Engagement Team member maintains detailed time sheets describing work performed, date of work, and amount of time spent on eac h task for the Engagement. The Firm will bill the City after completion of each phase of the audit and bill the City up to a maximum of 90%. The remaining 10% of the proposal amo unt will not be due until all final reports are delivered and accepted by the City. The City can anticipate three billings as follows:

Work Performed
% of Proposal
Amount

For interim work 45%
For year-end work 45%
At presentation and acceptance of final reports 10%
Total 100%

Rates for Additional Professional Services:

Any services outside the scope of our engagement will be prom ptly identified before the services are rendered. Upon mutual agreement, the out-of-scope services will be separately billed at our standard hourly rates. While it can be difficult to simply state hourly rates, as often times the needs of the client and the specific tasks directly impact the billing rates for our services, we want to provide the following information regarding our published billing rates:

Position Hourly Rate
Partner $ 200
EQR 200
Mana ger 150
Senior 125
Staff 100
Admin. 75

Our Standard Hourly Rates are adjusted annually by 3% for Cost of Living and Inflation Adjustments

City of Jurupa Valley Technical Proposal

34 A client relationship with the City will be of great value to our Firm and we welcome the opportunity to develop a long-term relationship with the City. We are committed to:
 Rendering the highest standard of service
 Developing a long-term working relationship dedicated to meeting the needs of the City  Assisting the City in operational issues
 Producing a quality end-product
We have the technical qualifications and experi ence to provide the level of service desired and expected by the City and stand ready to provide our knowledge and experience for the benefit of your organization.

We would like to express our appreciation to t he City and to its Staff for allowing us the opportunity to submit a proposal to perform pr ofessional auditing services. We are available, at your convenience, to discuss any aspects of our proposal.

Thank you for allowing us to present our Firm to you.

* * * * * * * * * * * * * * * * *

Conclusion
City of Jurupa Valley Technical Proposal

35 References

1) City of Berkeley
 Scope of Work: Annual Comprehensive Financial Report, Gann Limit, SAS114, Measure B (Alameda County), Vehicle Registration F ee Audit (Alameda County), Due Diligence Reviews for the RDA Successor Agency
 Engagement Partner: Ahmed Badawi (2008 – 2019), Mitesh Desai (2020- Present)  Address: 2180 Milvia Street, Berkeley, CA 94704
 Principal Contact:

Mr. Henry Oyekanmi
Finance Director
(510)981-7332
[email protected]

2) City of Ontario
 Scope of Work: Annual Comprehensive Financial Report, SAS 114, GANN Limit, Single Audit, Housing Successor, West End Communi cations Authority, West End Fire and Emergency Response Commission, Air Quality Management District  Engagement Partner: Ahmed Badawi (2021 - Present)
 Address: 303 East B Street, Ontario, CA 91764
 Principal Contact:

Mr. Armen Harkalyan
Executive Director of Finance
(909) 395-2019
[email protected]

3) City of Glendora
 Scope of Work: Annual Comprehensive Financial Report, Single Audit, SAS 114, Gann Limit, Housing Authority Compliance, Investment Policy Agreed-upon Procedures  Engagement Partner: Ahmed Badawi (2022 – Present)
 Address: 116 E. Foothill Blvd., Glendora, CA 91741
 Principal Contact:

Mr. Kyle Johnson
Assistant Finance Director
(626) 914-8245
[email protected]

4) City of Calimesa
 Scope of Work: Annual Financial Report, SAS 114, Gann Limit  Engagement Partner: Ahmed Badawi (2013 - 2019), Mitesh Desai (2020 – 2022)  Address: 908 Park Avenue, Calimesa, CA 92320
 Principal Contact:

Ms. Celeste Reid, CPA
Finance Director
(909) 795-9801
[email protected]

5) City of Lafayette
 Scope of Work: Annual Comprehensive Fina ncial Report, Single Audit, Gann Limit, TDA, Lamorinda Fee and Finance Authority Report, Lamorinda School Bus Transportation Agency Report
 Engagement Partner: Ahmed Badawi (2020 – Present)
 Address: 3675 Mount Diablo Blvd., #210, Lafayette, CA 94549  Principal Contact:

Ms. Jennifer Wakeman
Assistant Administrative Services Director
(925)299-3213
[email protected]

Appendix

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EXHIBIT B

QUOTATION FOR SERVICE

Page | 1
120
S

TAFF REPORT
DATE: APRIL 20, 2023
TO
: HONORABLE MAYOR AND CITY COUNCIL
F
ROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 11.C
ADO
PTION OF THE FIVE- YEAR MEASURE ‘A’ LOCAL STREETS

AND ROADS CAPITAL IMPROVEMENT PROGRAM

RECOMMENDATION
1) That the City Council adopt Resolution No. 2023-24, entitled:

A RESO

LUTION OF THE CITY COUNCIL OF THE CITY OF JURUPA
VALLEY, CALIFORNIA, ADOPTING THE FIVE- YEAR MEASURE “ A”

LOCAL STREETS AND ROADS CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2023/2024 THROUGH 2027/2028
BAC

KGROUND
The C
ity’s street system connects over 45 square miles of r esidential, commercial, industrial, urban, rural and transitional uses. This network consists of over 300 centerline miles and more than 700 lane miles of streets that the City is responsible to maintain.

One of the main sources for roadway capital improvement projects is from Measure “A.” Voters in Riverside County approved Measure “A” in 1988, which authorized the Riverside County Transportation Commission ( “RCTC”) to impose an additional one- half percent (0.5%) sales tax for the next 20 years to be used for improvements of state highways, public transit systems, and local streets. In 2002, voters in Riverside County approved a 30-year extension of the one-half percent sales tax for transportation improvements. Each City in Riverside County is required by RCTC to submit a Five Year Capital Improvement Program (“CIP”), as approved by its governing board, to indicate how Measure “A” funding will be utilized over the next five years. RCTC Ordinance No. 02- 001 (T ransportation Expenditure Plan and Retail Transaction and Use Tax Ordinance), as enacted pursuant to Division 25 of the Public Utilities Code, specifies that local cities and the C ounty must annually submit a 5-year Measure “A” CIP to receive Measure “A” funds. The program is subject to amendment by RCTC.

RETURN TO AGENDA
Page | 2

ANALYSIS
Staff has prepared the City of Jurupa Valley’s Measure “A” Local Streets and Roads Five- Year CIP for F iscal Year 2023/2024 through Fiscal Year 2027/2028 (Included in Attachment B).

Shown below is RCTC’s estimated allocation to Jurupa Valley for each of the next 5 years.

YEAR EST AMOUNT
FY 23/24 $3,381,000
FY 24/25 $3,449,000
FY 25/26 $3,518,000
FY 26/27 $3,588,000
FY 27/28 $3,660,000
Measure “A” funds can only be used for transportation related purposes and may be used to provide required City matching funds for other federal and state transportation grants.

The projects included in the City’s Fiscal Year 2023/2024 Measure “A” Five-Year CIP satisfy the requirements of RCTC Ordinance No. 02-001 and meet all criteria for Measure “A” funding.

FINANCIAL IMPACT
These budgets do not require any General Fund monies.

ALTERNATIVES
1) Do not adopt Resolution No. 2023-24.
2) Provide alternative direction to staff.

************************** SIGNATURES ON FOLLOWING PAGE **************************

Page | 1
120

STAFF REPORT
DATE: APRIL 20, 2023
TO
: HONORABLE MAYOR AND CITY COUNCIL
F
ROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, PUBLIC WORKS DIRECTOR/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 11.D
F

IRST AMENDMENT TO THE AGREEMENT BETWEEN THE CITY OF
JURUPA VALLEY AND VAN DYKE LANDSCAPE ARCHITECTS, INC.

FOR ON-CALL LANDSCAPE ARCHITECTURAL SERVICES
RECO

MMENDATION
1) That
the City Council approve the First Amendment to the Agreement between the City of Jurupa Valley and Van Dyke Landscape Architects , Inc. for On -Call Landscape Architectural Services and authorize the City Manager to execute the Agreement in substantially the form and format attached and as approved by the City Attorney.

BAC

KGROUND
Lands
cape architectural services are necessary to planning and land development related activities. As directed by the City Council, the City has actively been recruiting in- house staff to provide support services related to planning and land development. While the Public Works Department (“Department”) has been successful in recruiting these positions, the City still requires assistance from outside firms to manage the workload and offer consulting services in specialized areas.

O
n March 29, 2022, Staff published a Request for Proposals (“RFP”) for On- Call Landscape Architectural Services to select a qualified firm to provide the services. The scope of work advertised in the RFP included landscape design services, landscape inspection services, and plan checking. At the July 21, 2022, City Council meeting, the Council approved agreements with RHA Landscape Architects, Inc. and Van Dyke Landscape Architects, Inc. (“VDLA”) to provide the services. Each agreement called for a not to exceed amount of $75,000 per fiscal year.

V
DLA had already been providing plan check and landscape inspection services on behalf of the City as a subcontractor with HR Green, Inc.

RETURN TO AGENDA
Page | 2

ANALYSIS

VDLA has largely been assisting City staff with plan checking and landscape inspection services. The Agreement calls for a not to exceed of $75,000 per fiscal year. Due to the considerable amount of land development occurring in the City, VDLA has exhausted the available funds. To date, the services received under this Agreement have all been reimbursed through land development projects.

Staff is proposing the First Amendment to the Agreement to extend the spending limit.

The proposed Amendment will increase VDLA’s Agreement to $150,000 per fiscal year through the initial term of the Agreement. Funding for the Amendment is available in the current Fiscal Year 202 2-23 budget. As previously stated, the majority of services are reimbursable through land development projects. There will not be any impact to the City’s General Fund.

FINANCIAL IMPACT

If the First Amendment is approved, the not to exceed amount will be increased to $150,000.00 per fiscal year throughout the initial term of the Agreement. The majority of services provided will continue to be reimbursed by new development projects and capital improvement projects.

ALTERNATIVES

1. Do not approve the First Amendment between the City and VDLA

2. Provide alternative direction to staff.

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Page | 1
120

STAFF REPORT
DATE: APRIL 20, 2023
TO
: HONORABLE MAYOR AND CITY COUNCIL
F
ROM: ROD BUTLER, CITY MANAGER
BY: PAUL TOOR, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
SUBJ
ECT: AGENDA ITEM NO. 11.E
AG

REEMENT BETWEEN THE CITY OF JURUPA VALLEY AND
ARAGON GEOTECHNICAL, INC. FOR ON -CALL GEOTECHNICAL

ENGINEERING SERVICES
AG

REEMENT BETWEEN THE CITY OF JURUPA VALLEY AND
LEIGHTON CONSULTING, INC. FOR ON -CALL GEOTECHNICAL

ENGINEERING SERVICES
RECO

MMENDATION
1) That
the City Council approve the Agreement between the City of Jurupa Va lley and Aragon Geotechnical, Inc. for On-Call Geotechnical Engineering Services and authorize the City Manager to execute the Agreement in substantially the form and format attached and as approved by the City Attorney.
2) That
the City Council approve the Agreement between the City of Jurupa Valley and Leighton Consulting, Inc. for On-Call Geotechnical Engineering Services and authorize the City Manager to execute the Agreement in substantially the form and format attached and as approved by the City Attorney.

BAC

KGROUND
The P
ublic Works Department administers the City’s Capital Improvement Program (“CIP”), which consists of developing various transportation projects to improve the City’s roads. Prior to construction, geotechnical engineering services may be needed to identify potential problems that may be incurred during the construction phase. The service is very specialized and required that staff prepare a Request for Proposals (“RFP”) to select a qualified firm to provide the services.

O
n January 4, 2023, an RFP for On -Call Geotechnical Engineering Services was published on the City’s PlanetBids portal, a web based procurement and bidding system.

The scope of work included performing tasks such as geotechnical engineering studies,

RETURN TO AGENDA
Page | 2

materials t esting, pavement engineering, and other related studies needed for capital improvement projects. The RFP closed on January 26, 2023, and the City received a total of 14 responsive proposals.

ANALYSIS

The City received proposals from the following (in alphabetical order):

o AESCO, Inc., Huntington Beach, CA
o Aragon Geotechnical, Inc., Riverside, CA
o Universal Engineering Sciences, Irvine, CA
o Earth Systems, Perris, CA
o Fenagh Engineering and Testing, Rancho Cucamonga, CA
o Geocon West, Inc., Redlands, CA
o Geotek, Inc., Corona, CA
o Koury Engineering and Testing, Inc., Chino, CA
o Krazan & Associates, Inc., Corona, CA
o Leighton Consulting, Inc., Irvine, CA
o LOR Geotechnical Group, Inc., Riverside, CA
o MTGL, Inc., Riverside, CA
o RMA Group, Rancho Cucamonga, CA
o Terracon Consultants, Inc., Colton, CA

Per Section 3.15.100 of the Jurupa Valley Municipal Code, professional services are defined as services provided by any specially trained and experienced person or firm in areas such as ac counting, engineering, finance, and planning. A greements for professional services are awarded by the City Council on the basis of the demonstrated competence, qualifications, and on the fairness and reasonableness of the cost of services to the City, and shall not be awarded solely on the basis of cost.

City engineering staff reviewed the proposals to ensure conformity with guidelines set forth in the RFP. Upon review, staff concluded that Aragon Geotechnical, Inc. (“Aragon”) and Leighton Consulting, Inc. (“Leighton”) were most qualified to perform the services needed by the City . Aragon and Leighton are full -service exclusive geotechnical engineering consulting firms and have more than 20 years’ experience. The firms will primarily support the City’s CIP pavement program through all project phases and tasks, which may include: pavement coring, pavement design recommendations, field investigations, material testing, quality control, and material testing. Aragon currently provides engineering support to near by entities such as Moreno Valley , County of San Bernardino and Riverside County Flood C ontrol District. Leighton is providing support services for the City of Riverside and City of Rancho Cucamonga.

FINANCIAL IMPACT

Each Agreement calls for a not to ex ceed amount of $75,000.00 per fiscal year. The services provided will be funded through the American Rescue Plan Act (ARPA) and the Page | 3

City’s CIP. The CIP has numerous funding sources from transportation funds, development impact fees, and grants.

ALTERNATIVES

1. Do not approve the Agreement between the City and Aragon Geotechnical, Inc.

2. Do not approve the Agreement between the City and Leighton Consulting, Inc.

3. Provide alternative direction to staff.

************************** SIGNATURES ON FOLLOWING PAGE **************************

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AGREEMENT FOR CONSULTANT SERVICES BETWEEN THE CITY OF JURUPA VALLEY AND ARAGON GEOTECHNICAL, INC. FOR ON-CALL GEOTECHNICAL

ENGINEERING SERVICES

THIS AGREEMENT is made and effective as of April 20, 2023, between the City of Jurupa Valley (“City”) and Aragon Geotechnical, Inc. a California Corporation (“Consultant”).

In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. Term
This Agreement shall commence on May 1, 2023, and shall remain and continue in effect until tasks described herein are completed in accordance with the Scope of Services, but in no event later than June 30, 2026, unless sooner terminated pursuant to the provisions of this Agreement. The City and Consultant may extend the term of this Agreement by mutual agreement for two, one (1) year extensions. The Agreement term and all extensions thereto shall not exceed a total of five (5) years. The City Manager shall have the authority to exercise and execute the necessary term extension amendment.

4. Payment
A. The City agrees to cause Consultant to be paid monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit B, Fee Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. This amount shall not exceed seventy-five thousand dollars ($75,000.00) during each fiscal year for the total term of the Agreement unless additional payment is approved as provided in this Agreement.

C. Consultant shall submit invoices monthly for actual services performed.

5. Annual Adjustment
Beginning July 1, 2026, and occurring annually on July 1st thereafter, Consultant may request a rate adjustment to reflect the increase in the cost-of-living. Any such adjustments shall be based on the percentage change in the Consumer Price Index for All Urban Consumers for Riverside-San Bernardino-Ontario, CA Metropolitan Area published by the Bureau of Labor Statistics, US Department of Labor, or the successor Index for the City, for the most recent 12 months for which data is available. The adjustment, however, shall not exceed five percent (5%).

Rates shall be rounded to the nearest dollar.

6. Suspension or Termination of Agreement Without Cause A. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.

7. Default Of Consultant
A. The Consultant’s failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant’s control, and without fault or negligence of the Consultant, it shall not be considered a default.

this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

8. Prevailing Wages
A. Consultant shall pay prevailing wages to the extent required by and in accordance with the requirements of Labor Code Sections 1720 et. seq. Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute by this Consultant from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at http://www.dir.ca.gov. Consultant shall provide a copy of prevailing wage rates to any staff or sub-contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Consultant shall comply with the provisions of Sections 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Consultant shall forfeit to the City, as a penalty, the sum of $50.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this contract, by him or by any sub-contractor under him, in violation of the provisions of the Agreement.

B. Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www.dir.ca.gov/Public-Works/PublicWorks.html.

9. Ownership and Maintenance Of Documents
A. Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of City or its designees at reasonable times to such books and records, shall give City the right to examine and audit said books and records, shall permit City to make transcripts there from as necessary, and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of two (2) years after receipt of final payment. -4-

C. With respect to the design of public improvements, the Consultant shall not be liable for any injuries or property damage resulting from the reuse of the design at a location other than that specified in Exhibit A, without the written consent of the Consultant.

10. Indemnification
A. Indemnity for Design Professional Services. In connection with its design professional services, but subject to the limitations of Section 2 of this Agreement, Consultant shall hold harmless and indemnify City, its elected officials, officers, employees, designated volunteers and those City agents serving as independent contractors in the role City officials (collectively “Indemnitees”), with respect to any and all claims, demands, liabilities, losses, costs or expenses, including reimbursement of reasonable attorney fees and costs of defense (collectively “Claims”), including but not limited to Claims relating to death or injury to any person and injury to any property which to the extent arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Consultant or any of its officers, employee, sub-consultants, or agents in the performance or its professional services under this Agreement.

In no event shall the cost to defend charged to the Consultant exceed the Consultant’s proportionate percentage of fault as set forth in California Civil Code 2782.8.

B. Other Indemnities. In connection with any and all claims, demands, damages, liabilities, losses, costs or expenses, including attorneys’ fees and costs of defense (collectively, “Damages” hereinafter) not covered by Paragraph 9.A. above, but subject to the limitations of Section 2 of this Agreement, Consultant shall defend, hold harmless and indemnify the Indemnitees with respect to any and all Claims, including but not limited to, Claims relating to death or injury to any person and injury to any property, which arise out of, pertain to, or relate to acts or omissions of Consultant or any of its officers, employees, subcontractors, or agents in the performance of this Agreement, except for such loss or damage arising from the negligence or willful misconduct of the City, as determined by final arbitration or court decision or by the agreement of the parties. Consultant shall defend Indemnitees in any action or actions filed in connection with any such Claims with counsel of City’s choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs actually incurred in connection with such defense. Consultant’s duty to defend pursuant to this Section 9.B. shall apply independent of any prior, concurrent or subsequent misconduct, negligent acts, errors or omissions or Indemnitees.

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11. Insurance Requirements
A. Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
1) Minimum Scope of Insurance. Coverage shall be at least as broad as:
a) Insurance Services Office Commercial General Liability form No. CG 00 01 11 85 or 88.
b) Insurance Services Office Business Auto Coverage form CA 00 01 06 92 covering Automobile Liability, code 1 (any auto). If the Consultant owns no automobiles, a non-owned auto endorsement to the General Liability policy described above is acceptable.
c) Worker’s Compensation insurance as required by the State of California and Employer’s Liability Insurance. If the Consultant has no employees while performing under this Agreement, worker’s compensation insurance is not required, but Consultant shall execute a declaration that it has no employees. d) Professional liability insurance shall be written on a policy form providing professional liability for the Consultant’s profession. 2) Minimum Limits of Insurance. Consultant shall maintain limits no less than:
a) General Liability: Two million dollars ($2,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.
b) Automobile Liability: One million dollars ($1,000,000) per accident for bodily injury and property damage.
c) Worker’s Compensation as required by the State of
California; Employer’s Liability: One million dollars ($1,000,000) per accident for bodily injury or disease.
d) Professional liability insurance in the amount of one million dollars ($1,000,000) per claim and in the aggregate. 3) Deductibles and Self-Insured Retentions. Any deductibles or self- insured retentions shall not exceed $25,000 unless otherwise approved in writing by the City Manager in his sole discretion.
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B. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:
1) The City, its elected officials, officers, employees, designated volunteers and those City agents serving as independent contractors in the role City officials (“Additional Insured”) shall be covered as insured’s as respects: liability arising out of activities performed by or on behalf of the Consultant; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the Additional Insureds. 2) For any claims related to this project, the Consultant’s insurance coverage shall be primary insurance as respects the Additional Insureds. Any insurance or self- insured maintained by the Additional Insureds shall be excess of the Consultant’s insurance and shall not contribute with it.
3) Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the Additional Insureds.
4) The Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.
5) Each insurance policy required by this clause shall be endorsed to state that the insurer shall endeavor to provide thirty (30) days’ prior written notice, by certified mail, return receipt requested, to the City prior to any action to suspend, void, cancel or otherwise reduce in coverage or in limits.
6) Within one (1) business day following receipt by Consultant of any notice correspondence or notice, written or oral, of an action or proposed action to suspend, void, cancel or otherwise reduce in coverage or in limits of the required insurance, Consultant shall notify City of such action or proposed action.

E. Modifications. City Manager may, with the consent of the City Attorney, waive the provisions of this paragraph or provided for other forms of insurance as may be -7-

necessary to enable the City to receive adequate insurance protection as contemplated in this section.

12. Independent Contractor
A. Consultant is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees or agents are in any manner officers, employees or agents of the City.

Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner.

13. Legal Responsibilities
The Consultant shall keep itself informed of all local, State and Federal ordinances, laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such ordinances, laws and regulations. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

14. Confidentiality; Release Of Information
A. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without City’s prior written authorization.

15. Assignment
The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. City consents to the -8-

use of the sub-consultants described in Exhibit A to this Agreement provided the costs of such sub-consultants shall be borne by the Consultant and shall not exceed the costs described in Paragraph 5 of this Agreement.

16. General Provisions
A. Notices. Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (I) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, that provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by Notice.

Notice shall be effective upon delivery to the addresses specified below or on the third business day following deposit with the document delivery service or United States Mail as provided above.

To City: City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509
Attention: Paul Toor, Director of Public Works
To Consultant: Aragon Geotechnical, Inc.
16801 Van Buren Blvd., Bldg. B
Riverside, CA 92504
Attention: Fernando Aragon, President

B. Licenses. At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement.

otherwise, in this transaction, or in the business of the Consultant or Consultant’s sub- Consultants on this project. Consultant further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement.

F. Time is of Essence. In carrying out the provisions of this Agreement, both parties acknowledge and agree that time is of the essence.

G. Authority To Execute This Agreement. The person or persons executing this Agreement on behalf of Consultant warrants and represents that he or she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder.

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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

CITY OF JURUPA VALLEY

Rod B. Butler
City Manager

ATTEST:

Victoria Wasko, CMC
City Clerk

APPROVED AS TO FORM

Peter M. Thorson
City Attorney

ARAGON GEOTECHNICAL, INC.

By:

Name:

Title:

By:

Name:

Title:

[SIGNATURES OF PRESIDENT AND SECRETARY OF CORPORATION OR CORPORATE AUTHORITY RESOLUTION REQUIRED FOR CORPORATION; SIGNATURE OF MANAGING MEMBER REQUIRED FOR LLC OR LLP]

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EXHIBIT A

SCOPE OF SERVICES

Consultant shall provide all tools and equipment necessary to perform the required services. The scope of services may include, but not be limited to, the following:

The scope of services for this contract may include, but not be limited to, the following:

A. Administration

o Attend meetings with City staff, public officials, contractors, and the general public, as requested by the City.
o Review and evaluate geotechnical engineering reports and provide recommendations to the City.

B. Pavement Evaluation

o Core Sampling
o R-Value Testing
o Pavement Deflection Analysis
o Pavement recommendations

Pavement Evaluation Report

The Pavement Evaluation Report shall be prepared by the Consultant and include options for the rehabilitation or reconstruction of the street section in question. The cost of the laboratory analysis needed to evaluate the samples collected in Core Sampling, R-Value Testing and Pavement Deflection Analysis shall be included in the cost of the preparation of the Pavement Evaluation Report.

C. Construction Material Testing
Construction Material Acceptance Testing (AT) - AT is the basic sampling and testing procedure that is required to be performed on materials used for construction projects to ensure compliance with specifications. AT may involve the following:
o Collect samples and testing their strength properties (soil, gravel, asphalt, concrete, slurry seal)
o Check subgrade compaction for concrete and asphalt construction o Perform tests for sieve analysis, sand equivalent, and cleanness, as needed o Check compaction of asphalt pavement and overlays
o Perform plant inspection at facilities supplying concrete and hot mix asphalt

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o Perform testing and sampling according to Caltrans procedures and provide summary report to the City
o Review and approve construction material submittals
Required Licenses and Certificates - The laboratory performing the construction materials and soils testing and all samplers and testers must possess valid certifications as may be required by law and by Caltrans.

D. Development Review (Plan Checking)
Consultant shall review geotechnical reports concerning foundation and grading plans for new developments. Consultant shall provide City staff with comments and recommendations as appropriate.

E. Geotechnical Investigation and Reporting
Field Investigations:
o Review of available pertinent, published and unpublished geotechnical literature and maps
o Site reconnaissance of the existing onsite geologic/geotechnical conditions and mapping of the site
o Public utility clearance using Underground Service Alert (DigAlert) o Comply with the Clean Water Act, the National Pollutant Discharge Elimination System (NPDES) requirements

Geotechnical Analysis:

o Geotechnical laboratory testing of representative soil samples. Geotechnical testing including: Atterberg Limits, maximum density/optimum moisture content, direct shear testing, expansion index testing, corrosion testing (soluble sulfate, pH, chlorides and minimum resistivity testing), and R-value testing.
o Prepare final drill logs and map for inclusion in our summary report o Geologic analyses of findings made during exploration o Provide foundation recommendations for structures and infrastructure

Summary Report:

o Analysis of the geotechnical data obtained from the field reconnaissance and laboratory testing
o Includes geologic summary of constraints identified during our investigation o Includes recommendations for landslide constraints and general geotechnical conditions, based on our investigation
o Map showing exploration and potential constraints
o Other content and formats as required by the City

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Laboratory Testing and Evaluation:

o Submit all materials sampled, under chain of custody protocols, to a suitable accredited laboratory for analysis.
o Review, evaluate and interpret all laboratory results. Determine the impact each of the hazardous materials will have on the abatement and demolition work. o Record and document all inspection findings in a bound report and submit for review by all authorities having jurisdiction.

Consultant’s proposal dated January 26, 2023, attached.

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EXHIBIT B

FEE SCHEDULE
Consultant’s fee schedule is attached. Fees shall remain in effect through the initial term of the Agreement.
-1-

AGREEMENT FOR CONSULTANT SERVICES BETWEEN THE CITY OF JURUPA VALLEY AND LEIGHTON CONSULTING, INC. FOR ON-CALL GEOTECHNICAL

ENGINEERING SERVICES

THIS AGREEMENT is made and effective as of April 20, 2023, between the City of Jurupa Valley (“City”) and Leighton Consulting, Inc. a California Corporation (“Consultant”).

In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

C. Consultant shall submit invoices monthly for actual services performed.

Rates shall be rounded to the nearest dollar.

this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

In no event shall the cost to defend charged to the Consultant exceed the Consultant’s proportionate percentage of fault as set forth in California Civil Code 2782.8.

-5-

E. Modifications. City Manager may, with the consent of the City Attorney, waive the provisions of this paragraph or provided for other forms of insurance as may be -7-

necessary to enable the City to receive adequate insurance protection as contemplated in this section.

Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner.

Notice shall be effective upon delivery to the addresses specified below or on the third business day following deposit with the document delivery service or United States Mail as provided above.

To City: City of Jurupa Valley
8930 Limonite Avenue
Jurupa Valley, CA 92509
Attention: Paul Toor, Director of Public Works
To Consultant: Leighton Consulting, Inc.
10532 Acacia Street, Suite B-6
Rancho Cucamonga, CA
Attention: Jason Hertzberg, Principal

F. Time is of Essence. In carrying out the provisions of this Agreement, both parties acknowledge and agree that time is of the essence.

-10-

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

CITY OF JURUPA VALLEY

Rod B. Butler
City Manager

ATTEST:

Victoria Wasko, CMC
City Clerk

APPROVED AS TO FORM

Peter M. Thorson
City Attorney

LEIGHTON CONSULTING, INC.

By:

Name:

Title:

By:

Name:

Title:

[SIGNATURES OF PRESIDENT AND SECRETARY OF CORPORATION OR CORPORATE AUTHORITY RESOLUTION REQUIRED FOR CORPORATION; SIGNATURE OF MANAGING MEMBER REQUIRED FOR LLC OR LLP]

-11-

EXHIBIT A

SCOPE OF SERVICES

Consultant shall provide all tools and equipment necessary to perform the required services. The scope of services may include, but not be limited to, the following:

The scope of services for this contract may include, but not be limited to, the following:

A. Administration

B. Pavement Evaluation

o Core Sampling
o R-Value Testing
o Pavement Deflection Analysis
o Pavement recommendations

Pavement Evaluation Report

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Geotechnical Analysis:

Summary Report:

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Laboratory Testing and Evaluation:

Consultant’s proposal dated January 26, 2023, attached.

JANUARY 26, 2023
On-Call
Geotechnical Engineering Services
Prepared for
City of Jurupa Valley
Public Works Department
Proposal
Proposal
Celebrating 60+ Years of Solutions You Can Build On
www.leightongroup.com

City of Jurupa Valley
On-Call Geotechnical Engineering Services
Organization / Company Profile
Leighton Consulting, Inc. (Leighton), a California Corporation, is an award- winning engineering firm recognized as a 2022 Top Design Firm by Engineering News-Record (ENR). We have nine southern California office locations and more than 180 professionals, including California-registered geotechnical engineers, civil engineers, professional geologists, certified engineering geologists, as well as experienced and certified field and laboratory soils/materials technicians and special inspectors who have experience working on pavement projects in the Inland Empire. For more than 60 years, Leighton has been an industry leader specializing in geotechnical, materials testing, special inspection, and environmental consulting services for municipal agencies across southern California.

Leighton has a strong reputation for successfully managing on-call agreements and associated task orders. We have worked on many public works projects in the City of Jurupa Valley as well as in neighboring cities like Eastvale, Rialto, and Rancho Cucamonga, to name a few. From our direct past experience with the City and within the region, Leighton has acquired an in-depth understanding of City requirements, standards, and expectations. You can lean on Leighton’s expertise and experience providing On-Call Geotechnical Engineering services.

In addition to the team proposed, you will have access to Leighton’s local roster of more than 30 Caltrans-certified field engineering technicians and inspectors who are familiar with the on-call approach, and who are qualified and experienced to help ensure that the City’s capital improvement projects are constructed in accordance with plans and specifications and with quality materials.

Complementing our Caltrans-certified field staff are Leighton’s Caltrans accredited soils and materials laboratories staffed with certified lab technicians capable of performing tests required by the City. Our labs are accredited by the following organizations:
• AASHTO • Caltrans • DSA/LEA • US Army Corps of Engineers Leighton’s services will be completed primarily out of our Rancho Cucamonga office, with support from our offices and in-house laboratories, including Temecula and Irvine. This geographic coverage allows us to provide timely services to the City and provide additional capacity when needed. Because all Leighton offices are structured with the same services, tapping into another office for resources is always an available option.

Our qualified team of professionals possess the extensive experience and understanding of the local, geology and local and state regulatory agencies, policies and procedures, and codes necessary to help you keep on-call projects compliant and on schedule. Leighton is ready to provide quality and cost- effective geotechnical services and support to the City.

Business Name Legal Business Status:

Leighton Consulting, Inc.

California Corporation
Leighton Consulting Inc., is a wholly
owned subsidiary of Leighton Group,
Inc.

Company President:

Sudhir Damle, PE
President & CEO
Years in Business:
61 Years, Established in 1961
Signing Authority:

Kris Lutton
Senior Vice President
949.681.4203
[email protected]
Number of Employees
Company-wide: 180
Local Team: 25
Local Project Office
Rancho Cucamonga Office
10532 Acacia Street, Suite B-6,
Rancho Cucamonga, CA 91730
Project Manager
Jose Tapia, PE
Project Manager
909.527.8786
[email protected]
Company Registrations &
Certifications
DIR: 1000007443
Contractors: 858635 HAZ-A
Office Locations
Irvine (HQ)
Irvine (Lab)
Palm Desert
Rancho Cucamonga
San Diego (Office + Lab)
Santa Clarita
Temecula (Office + Lab)
Ventura
Victorville
1 City of Jurupa Valley
On-Call Geotechnical Engineering Services
Leighton’s Experience in Jurupa Valley
Vernola Marketplace Apatments
BMF IV CA JURUPA VALLEY CROSS -ROADS. LLC
Geotechnical investigation design report and geotechnical observations and testing during grading for this apartment community adjacent to the I-15. The development includes 25 multi-family apartment buildings and two club houses. The buildings consist of two- to three-story, above-grade structures with parking garages in the first level.

Jurupa Road Grade Separation
RCTC c/o HNTB CORPORATION
Leighton performed geotechnical exploration and provided design recommendations for the bridges and grade separation structures/retaining walls. The Preliminary Geotechnical Design Report (PGDR) and Preliminary Foundation Report (PFR) were prepared following Caltrans and Arema guidelines. Leighton also provided environmental support services including ISA, ADL survey, and analytical testing of ground water samples. Leighton is currently providing geotechnical engineering services for this project.

Various School Sites

JURUPA UNIFIED SCHOOL DISTRICT
Leighton has provided geotechnical, materials testing, inspection, and environmental consulting services for the Jurupa Unified School District. Our team has worked on more than 20 school sites, including the following:
• Emerald Meadows K-8#1
• Elementary School #19
• Middle School #4
• Mustang Readiness Center
• Rubidoux High - Edward
Hawkins Stadium
• Granite Hill Elementary School Site
• North Slope School Site
• Nueva Vista Continuation High
School
• Pacific Avenue Elementary School
• Park Center Site
• Peralta School Site
• Armstrong Canyon School Site
• Sky Country Elementary School
• Stone Ave Elementary School
Snapshot of Relevant Experience in the Inland Empire
Street Overlay and Reconstruction Project
City of Ri alto c/o ACT
Leighton was retained to provide geotechnical and pavement exploration on existing roadways, and provide pavement engineering recommendations. This project consisted of designing pavement rehabilitation consisting of street overlays or full depth reconstruction for approximately 29 miles of arterial, collector, and local streets in the City of Rialto.

Pavement rehabilitation included Riverside Avenue from I-210 to Foothill Boulevard, and Riverside Avenue from I-10 to Center Street, Locust Avenue, Linden Avenue, Bonhert Avenue, Sierra Lakes Parkway, Cedar Avenue, Miller Avenue, Maple Avenue, Sycamore Avenue, and many others. Our field exploration program included performing 136 geotechnical borings throughout the project streets and performing pavement condition index checks. Pavement cores were recovered to measure the thickness, layering, and conditions of existing pavement systems. Field Dynamic C one Penetrometer was performed at select pavement locations to assess the in-place condition of subgrade soils.

As-Needed Testing for Pavement Rehabilitation
City of Rancho Cucamonga
Leighton performed soils and materials testing for various rehabilitation projects during a recent On-Call Contract. On these projects Leighton’s scope of work included asphaltic concrete laydown and batch plant inspection, a review of asphalt rubber hot mix and concrete submittals, cores to determine the maximum theoretical density, compaction testing along curb and gutter, sidewalk, drive approaches, and road ways, and submission of compaction and laboratory tests to the City inspector. Leighton provided intermittent observation and testing of backfill placement, as fill thickness and the 2 City of Jurupa Valley
On-Call Geotechnical Engineering Services
earthwork contractor's schedule required, performed geotechnical testing of representative on- site soils and base material.

Hunts Lane Grade Separation
San Ber nardino County Transportation Authority
Leighton provided Caltrans and ACI certified technicians for materials testing services including sampling of concrete, soil, aggregates and asphaltic concrete, compaction testing of soil, aggregate base, and Asphaltic Concrete pavement pursuant to Caltrans requirements. During concrete pours, Leighton provided technicians on site to observe slump temperature, unit weight and air content, collect concrete cylinders, and verify mix design.

Leighton’s On-Call Experience
At Leighton, we are focused on building partnerships with our clients and the communities they serve. As experienced consultants, especially on on-call contracts, we become part of your team, assessing and investigating site conditions to develop solutions that optimize land development for the safety and sustainability at every project site. This partnership approach enables us to evaluate each project collaboratively with our clients, resulting in consistent, cost-effective solutions to enrich the built environment. The following is a list of our City clients, many of which are repeat clients.

LIST OF CITY CLIENTS
Agoura Hills Chino Goleta Lynwood Pasadena Santa Monica Alhambra Chino Hills Huntington Beach Malibu Placentia Santa Paula Anaheim Claremont Indio Menifee Pomona Seal Beach
Arcadia Coachella Industry Mission Viejo Poway Signal Hill Azusa Colton Inglewood Montclair Rancho Cucamonga Stanton Bellflower Corona Irvine Moreno Valley Rancho Mirage Temecula Benicia Costa Mesa La Quinta Murrieta Riverside Thousand Oaks Beverly Hills Diamond Bar La Verne Newport Beach San Bernardino Tustin Brea Eastvale Laguna Beach Oceanside San Clemente Upland Buena Park Encinitas Lake Elsinore Ontario San Diego Vista Burbank Fillmore Lancaster Orange San Dimas West Hollywood Carson Fontana Lomita Oxnard San Juan Capistrano Westminster Carlsbad Fountain Valley Long Beach Palm Desert Santa Ana Whittier Cathedral City Fullerton LA Harbor Dept Palm Springs Santa Barbara Yorba Linda Cerritos Glendora Los Angeles Palmdale Santa Clarita Yucaipa Leighton’s References
We believe that client satisfaction is the truest indicator of success. We encourage you to reach out to the following clients as a testament to Leighton’s ability to exceed expectations and provide high -quality services on-time and within budget. The following references are also listed on Exhibit C.

City of Rancho Cucamonga San Bernardino County City of Riverside

Romeo David
Associate Engineer
(909) 774-4070
Service: On-Call Geotechnical &
Materials Testing
Medhat Matta
Supervising Engineer
(909) 387-8054
Services: On-Call Geotechnical &
Materials Testing
Kevin Goodwin
Construction Project Manager
(951) 351-6420
Services: On-Call Geotechnical &
Materials Testing
3 J OSE TAPIA, PE
Project Manager
J ason Hert zberg, PE, GE
Principal-in-C harge
Luis Perez-Milicua, PE
S enior Project E ngineer
St even Okubo, PG, CEG
A ssociate Geologist

LEIGHTON'S GEOTECHNICAL TEAM
SUPPORT STAFF Calt rans Accredit ed and
AASHTO Cert ified In-House
Laborat ories
J eff Olson
F ield Operations Manager
Brandon Thom as
S enior E ngineering T echnician
City of Jurupa Valley
On-Call Geotechnical Engineering Services
Key Personnel
Since 2000, having entered into on-call agreements with 50 public agencies yielding more than 750 task order projects, Leighton has successfully completed projects for agencies such as the cities of Chino, Diamond Bar, Corona, Industry, Rancho Cucamonga, San Bernardino County, Yucaipa Valley Water District, and Eastern Municipal Water District, among many others. Leighton’s reputation for successfully managing on-call agreements and their associated task orders informs our ability to appropriately staff projects requiring as-needed services, regardless of duration.

LARGE POOL OF RESOURCES TO MEET ON-CALL DEMANDS
67 3 16 58
Civil & Geotechnical Engineers,
Geologists,
& Engineering Geologists
In-House
Caltrans-Accredited
& AASHTO-Certified Testing Labs
Multi-Certified
Lab Technicians
Multi-Certified
Soils & Materials Testers
& Special Inspectors
The benefit of staffing your projects with multi-certified personnel are realized in scheduling efficiency and cost savings.

The Leighton team can schedule fewer field personnel who are not only multi-skilled, but supply your projects with valuable overlap in common proficiencies. This also means that those unscheduled short -notice service needs are easily met with a simple phone call. Based out of our Rancho Cucamonga office, Jose Tapia, PE will serve as Project Manager and the main point of contact for the City and will work closely with our Principal-in-Charge, Jason Hertzberg, PE, GE.

The Organizational Chart provided below illustrates our team and its structure, as well as the roles and responsibilities of the project team, at a glance. Resumes of our project team are provided on the pages that follow.

ORGANIZATIONAL CHART
4 City of Jurupa Valley
On-Call Geotechnical Engineering Services
Jason Hertzberg, PE, GE
Principal In Charge
Mr. Hertzberg has a comprehensive understanding of the design and construction process, and the civil and geotechnical aspects of projects related to public infrastructure and facilities. He has provided public agencies throughout San Bernardino and Riverside counties with expert geotechnical engineering and consulting services for local streets and highways, storm drain lines, potable and recycled water pipelines, open spaces such as parks and nature reserves, schools, civic buildings, and essential facilities. His expertise includes geotechnical site investigations, shallow and deep foundation design, buttress and structural landslide mitigation, seismic hazard evaluations and mitigation design, grading control, ground improvement, pavement design, and forensic evaluations.

Jurupa Avenue Improvements, Fontana, CA. Project Manager for a pavement evaluation of a six-mile-long highway, two to six lanes. Conducted nondestructive deflection testing (falling weight deflectometer) to assess the structural integrity of the existing pavement, to identify appropriate and cost-effective rehabilitation alternatives. Also performed a pavement condition index evaluation. Recommendations for pavement design included alternatives using both conventional and rubberized asphalt pavements.

Vernola Marketplace Apartments, Jurupa Valley, CA. Geotechnical report and testing during grading for an apartment community, on a site adjacent to the I-15. The resulting development is 25 multi-family apartment buildings and two club houses. The buildings consist of two- to three-story, above-grade structures with parking garages in the first level. Additional development includes drainage, utility, street, sidewalk, landscape, and associated improvements. On the western edge of the site is an RCFCWCD existing 12 - foot-wide by 6-foot-deep reinforced concrete box storm drain. The most significant geotechnical issues at the site are those related to the potential for strong seismic shaking and potentially compressible soils.

Del Sol Academy, Jurupa Valley, CA. Geotechnical Project Manager. Exploration and report for new middle school. Construction of a new K-8 school on a 10-acre site will provide classrooms for 1,050 students. The building plan is for one central two-story building with parking, athletic fields and hard courts, and a separate play area for kindergarten students.

Along with drainage, utility, hardscape, and landscape, a detention and water quality basin are planned.

Street Overlay and Reconstruction Projects A and B, Rialto, CA. Project Manager for the geotechnical exploration and pavement design recommendations for 29 miles of arterial, collector, and local street pavement rehabilitation, consisting of street overlays and full depth reconstruction. Field exploration involved performing 136 geotechnical borings throughout project streets and performing pavement condition index checks. Reviewed and performed thorough analyses of geotechnical data, traffic index, and pavement conditions to assess pavement conditions and provided various rehabilitation options for cost-saving solutions.

Niagara Bottling Plant, Rialto, CA. Geotechnical Engineer of Record. Managed the geotechnical exploration, analysis, and report deliverables; and geotechnical observation and testing during site grading. The extension of Miro Way fronts the new building. Street 25 Years of Industry Exp.
24 Years with Leighton
MS, Civil Engineering, California
State University, Long Beach –
2004
BS, Civil Engineering, California
State Polytechnic University,
Pomona - 1997
CA - Geotechnical Engineer -
#2711
CA – Civil Engineer -#61778
5 City of Jurupa Valley
On-Call Geotechnical Engineering Services
improvement required testing of subgrade, and asphalt placement. Developed within the Renaissance Rialto specific plan is this new 600,000 sq. ft. water bottling production and distribution facility. Leighton conducted a geotechnical investigation for the proposed facility which included infiltration testing for basins. Geotechnical observation and testing were provided during the first phase of construction which involved extensive site development, and construction of the warehouse shell, administration office areas, and the guard house building.

Ontario Ranch East Infrastructure, Ontario, CA. Project Engineer for geotechnical screening-level and design-level geotechnical reports. Due to the large area, differing planned uses, and existing conditions, Leighton performed the investigation for all the roads, storm drains, sewer mains, and water mains in sectors and separate investigati ons for three planned bridges. The presence of manure and organic-rich soil was of significant concern for development of land that had once been a dairy or had contained dairy wastewater disposal ponds. The Ontario Ranch area boasts 8,200 acres and once complete will contain approximately 47,000 new homes. Supporting this new construction is a backbone infrastructure of roads (major parkways, standard arterials, and collectors), storm drains (30 to 144 inches diameter), sewer mains (18 to 42 inches diameter), and water mains (12 to 30 inches diameter).

Street Rehabilitation Projects, Pomona, CA. Project Engineer for geotechnical investigation and pavement evaluation for 11 streets, citywide. The subsurface exploration consisted of excavation, logging, and sampling of 23 hollow -stem auger borings from approximately 3 to 5 feet in depth. Also performed a pavement condition index evaluation. Laboratory testing included in-situ moisture content and density, maximum dry density and optimum moisture content, R -value, and sulfate content.

Villaverde Drive and Carretera Drive Rehabilitation, Whittier, CA. Project Manager. The City of Whittier proceeded with this street rehabilitation project after receiving approvals from Caltrans for the federally funded work. Leig hton was contracted to provide field and laboratory quality assurance for soils, asphalt, and concrete. In addition to replacement of existing pavements, the project also replaced damaged sidewalk, curb, and gutter. The City of Whittier proceeded with this street rehabilitation project after receiving approvals from Caltrans for the federally funded work. Leighton was contracted to provide field and laboratory quality assurance for soils, asphalt, and concrete. In addition to replacement of existing pavements, the project also replaced damaged sidewalk, curb, and gutter.

Grand Avenue and Valley Boulevard Widening, City of Industry, CA. Project Engineer. Geotechnical services during design and construction for major street improvement included turn lanes, traffic signal enhancements, and new raised medians with landscape and irrigation, Snow Creek storm drain construction, and sewer improvements.

Various Road Improvements, City of Industry, CA. Project Engineer providing geotechnical recommendations for improvement of various roads, including Pellissier Place, Parriot Place, Currier Road. These roads typically have high truck traffic. Currier Road was unique, in that the design pavement section had to be much thinner than what would be typical of these conditions, due to shallow utilities, yet offer similar structural qualities. Rigid geogrid within the aggregate base and glass grid within the asphaltic concrete were utilized.

Roswell Avenue Storm Drain, Chino and Unincorporated San Bernardino County, CA . Project Manager for the geotechnical investigation, analysis, preliminary recommendations for the design and construction of a propos ed 1.45-mile-long storm drain. The project constructed 7,725 linear feet of storm drain and consisted of 48 -, 72-, and 78-inch reinforced concrete pipe (RCP). The 78-inch RCP replaced 700 feet of existing 60-inch.

San Bernardino County Department of Public Works As-Needed Geotechnical Services, San Bernardino County, CA.

Associate Engineer for geotechnical soil reports, exploration, design, and testing services during construction. The Leighton team addresses the County’s task orders with skilled field personnel capable of performing specialty exploration and testing in difficult conditions often encountered throughout the County, including limited access issues, underground utilities, working on or adjacent to active roadways, and difficult drilling through gravel and hard rock. 6 City of Jurupa Valley
On-Call Geotechnical Engineering Services
Jose Tapia, PE
Project Manager
Mr. Tapia has experience in geotechnical engineering, construction observation, testing, and data analyses. His responsibilities as a Staff Engineer include subsurface explorations and develop cross sections by logging and sampling hollow-stem auger borings and rotary wash borings and supervising Cone Penetrometer Testing (CPT), preparation of geotechnical laboratory assignment, analyze computer models to predict slope stability, perform earthquake-induced liquefaction and settlement analysis and identify the potential hazards. Study expansion potential of soils, develop remediation alternatives, overseeing full displacement cast in-situ (DeWaal) pile installation and testing. He has an in depth understanding of advanced soil mechanics, seismic hazard analyses, expansion potential, liquefaction, slope stability, shallow and deep foundations, in situ testing and geotechnical instrumentation, pavement design, geotechnical engineering, and laboratory analysis of soils.

Street Overlay and Reconstruction Projects A and B, Rialto, CA. Staff Engineer. This project consists of pavement rehabilitation design for street overlays or full depth reconstruction for approximately 29 miles of arterial, collector, and local streets. Streets identified for pavement rehabilitation have Pavement Condition Index (PCI) ranging from 10 to 70. Major roads included in the pavement rehabilitation program includes Riverside Avenue from I- 210 to Foothill Boulevard, and Riverside Avenue from I-10 to Center Street.

Pavement Rehabilitation, Magnolia Ave., Riverside, CA. Staff Engineer. The project will widen within the existing median to create an additional traffic lane on both directions of the 2.8 mile segment, and cold mill and overlay existing lanes. Other improvements include traffic signal, striping, signing, storm drain, electric, telecommunication, landscape, and irrigation modifications as well as replacement of existing concrete sidewalk, curb, gutter, and pedestrian ramp repairs as needed.

Los Angeles River Bikeway - San Fernando Completion, Los Angeles, CA. Staff Engineer for drilling operation. Coordinated subcontractor and logged field sampling. Encountered refusals, requiring step-out drilling to obtain soil samples. Prepared draft report of data.

Leighton’s role on the 2.3-mile San Fernando Completion Project was to provide the City of Los Angeles Department of Public Works the geotechnical data to finalize design of segments 1 and 2 of the Class 1 Bikeway, pedestrian bridges, and access ways.

Subaqueous Sediment Removal Branford Spreading Basin, Los Angeles, CA. Staff Engineer for this feasibility study to provide three alternatives with cost estimates for removal of lead-impacted sediment from 4.9-acre detention basin. Report will also include a discussion of potentially feasible alternatives for dewatering the basin and diverting inflow to the basin, along with estimated costs.

Industry Business Center, City of Industry, CA. Staff Engineer. Industry Business Center is a 600-acre site encumbered with surficial deposits including compressible alluvium, colluvium, and landslide debris. The project required detailed recommendations for compressible soil removal, installation of an extensive subterranean water removal system, placement of deep fills, settlement monitoring and design recommendations for 7 Years of Industry Exp.
6 Years with Leighton
MS, Civil Engineering, California
State University, Los Angeles –
2016
BS, Civil Engineering, California
State University, Los Angeles -
2014
CA – Civil Engineering – 91630
CFR 1910.120 OSHA 40-Hour
Training
CFR 1910.120 OSHA 8-Hour
Refresher Training
Confined Space Entry Training
CPN Nuclear Gauge Certificate
ACI – Field Testing Technician
Respirator Fit Test
7 City of Jurupa Valley
On-Call Geotechnical Engineering Services
construction. Significant geotechnical issues include stabilization of numerous planned cuts and fill over cut slopes in excess of 150 feet in height as well as stabilization of several large landslides.

Quail Hill Community Center, Irvine, CA. Staff Engineer. New community facility of includes one large classroom, a multipurpose room, an exercise room, a lobby, patio space, and outdoor and playground amenities. The services provided for this project included geotechnical observation and testing during grading, and special inspections and material testing during the construction of the building. Special inspections were performed for concrete, rebar, structural steel, field welding, and asphalt paving.

Orange County Civic Center - County Administration South, Santa Ana, CA. Staff Engineer. The 3.4-acre development consists of the construction of a new 6-story County of Orange office building underlain by two levels of subterranean parking with an adjacent Conference Event Center located south of the main office building. This is the first phase of the Civic Center Facilities Master Plan to house 13 County agencies in one area of the city. 8 City of Jurupa Valley
On-Call Geotechnical Engineering Services
Luis Perez-Milicua, PE
Senior Project Engineer
Mr. Luis Perez-Milicua has 10 years of geotechnical engineering experience in California and Texas. Mr. Perez-Milicua’s experience includes forensic analysis of disturbed foundations and expansive soils, geotechnical investigations for transportation and water infrastructure, power generation, as well as new commercial, industrial and education developments. His expertise includes highway bridge foundation design, mechanically stabilized earth walls, slope stability analyses, embankment settlement analyses and highway pavement design. In addition, he has performed Quality Assurance/Quality Control (QA/QC) engineering activities for commercial and industrial projects, including supervision of geotechnical observation and testing, material testing, and special inspections during construction.

Street Overlay and Reconstruction Projects A and B, Rialto, CA. Project Engineer for geotechnical and pavement exploration on existing roadways, to provide pavement engineering recommendations. Pavement design recommendations are provided for each roadway segment based on existing pavement conditions, geotechnical data, traffic index, and desired performance level. Major roads included in the pavement rehabilitation program includes Riverside Avenue from I-210 to Foothill Boulevard, and Riverside Avenue from I-10 to Center Street.

Pavement Rehabilitation, Magnolia Ave., Riverside, CA. Project Engineer overseeing geotechnical testing of asphalt, base material, and PCC testing per Caltrans test methods.

Project documentation met federal highway audit standards. Other improvements include traffic signal, striping, signing, storm drain, electric, telecommunication, landscape, and irrigation modifications.

Grand Avenue Bridge Widening over San Jose Creek Channel, City of Industry, CA. Project Manager/Project Engineer for geotechnical design services of a bridge widening. The project includes widening of the existing Grand Avenue over San Jose Creek.

Seneca Springs Lift Station, Beaumont, CA. Project Manager of a geotechnical subsurface exploration to evaluate geotechnical subsurface conditions onsite and to identify cause and mitigation options for damaging ground movement observed at the surface.

Various Schools, Riverside Unified School District, Riverside, CA.

Project Engineer for
geotechnical investigation addressing the geologic setting, earth materials, groundwater, seismicity, liquefaction susceptibility, and foundation selection for various school improvement projects in Riverside, CA.

Plant F44 Potable Water Tank, Fontana, CA. Project engineer for geotechnical exploration for a 1.5-million-gallon (MG) above-grade welded-steel potable-water tank. The tank will be 30-feet-high with a diameter of 110-feet.

Fire Station No. 172, Rancho Cucamonga, CA. Project Engineer for geotechnical evaluation of the proposed fire station replacement. This evaluation included subsurface exploration; review of available pertinent maps, reports, geotechnical analysis of collected data and providing geotechnical recommendations for design and construction. 10 Years of Industry Exp.
4 Years with Leighton
BS, Civil Engineering, University of
Texas, San Antonio - 2012
CA –Civil Engineering - 89389
9 Steven Okubo, PG, CEG
Associate Geologist
Mr. Okubo’s experience extends across a variety of geological and geotechnical issues for public works infrastructure, commercial and residential development, civic buildings, and schools. He has extensive experience conducting geotechnical investigations, which include geologic field mapping; logging (both at the surface as well as down-hole) and sampling of boreholes, test pits, and trenches; aerial photograph analysis; investigating site histories; developing laboratory testing programs; interpreting tectonic geomorphology and surface processes; and providing conclusions and recommendations for geotechnical issues. These geotechnical issues include seismic hazards, slope stability, subdrain system design, fill settlement, pavement section design, retaining wall construction parameters, and foundation recommendations.

Spring Valley Lake Road Overlay Project, San Bernardino County, CA. Pavement rehabilitation improvements were performed on 118 streets--totaling approximately 34 miles of roadway--in the Spring Valley Lake area. The rehabilitation work involved cold plane asphalt concrete pavement, asphalt rubber binder seal coats, tack coats, chip seal, asphalt concrete leveling courses, and rubberized asphalt concrete caps. Pavement improvements were primarily performed on residential streets; however, the project also included ADA ramp improvements.

City Street Seepage Evaluation, Diamond Bar, CA. Project Geologist for drainage study at 10 sites within city. Conducted site visits to document existing conditions, collected soil samples by hand auger. Noticeable problems included seeping from the asphalt pavement, and toe of slopes. Developed recommendations for mitigation.

Fire Station No. 172, Rancho Cucamonga, CA. Project Manager for a geotechnical evaluation of the proposed fire station replacement. This evaluation included subsurface exploration; review of available pertinent maps, reports, and aerial photographs; laboratory testing; geotechnical analysis of collected data, and providing geotechnical recommendations for design and construction The project constructs a new 16,274-square-foot public safety facility which will be the new home to Fire Station No. 172 and will also include a police substation, fuel island, carport canopy, site improvements, onsite and offsite underground utilities, and an alternate 4,297 square feet detached storage garage.

City of Rancho Cucamonga Public Works Service Center Southwestern Warehouse, Rancho Cucamonga, CA. Project Manager for the geotechnical exploration of a proposed warehouse at the Rancho Cucamonga Public Works Service Center. This study included drilling, logging, and sampling two hollow-stem auger borings and infiltration testing at one location. The purpose of this study was to provide site- specific geotechnical recommendations for the design and construction of the proposed warehouse.
21 Years of Industry Exp.
8 Years with Leighton
MS, Geology, University of
California, Los Angeles – 2014
BS, Geology, California State
University, Fullerton - 2008
CA – Geologist – 9366
CA – Engineering Geologist –
2706
CFR 1910.120 OSHA 40-Hour
Training
CFR 1910.120 OSHA 8-Hour
Refresher Training
OSHA 30-Hour Training
CPR AED First Aid Training
10 City of Jurupa Valley
On-Call Geotechnical Engineering Services

Jeff Olson
Field Operations Manager
Jeff has varied experience in the geotechnical and environmental consulting field, including hydrogeologic, geologic, and hazardous waste investigations on commercial, residential and public projects. Jeff has conducted soil, subsurface and groundwater assessment investigations including drilling soil borings by hollow -stem auger, CPT, bucket auger, continuous soil coring, Becker hammer, and hydraulic drill methods, well installation and sampling, geologic mapping, downhole geology, test pits , trenching, fault investigations and stream channel analysis. He has conducted Phase I investigations, has some experience with soil vapor sampling, and has provided oversight and inspection on soil vapor barrier installation and environmental cleanup. Jeff also has experience in a wide variety of geotechnical observation and testing, during preliminary investigations, rough grading and post grading stages of development.

Pavement improvements were primarily performed on residential streets; however, the project also included ADA ramp improvements. Leighton provided inspection and testing services in general accordance with Caltrans standard specifications and project special provisions for the pavement improvements.

Philadelphia Street Rehabilitation, Eastvale, CA. Staff Geologist. Geotechnical exploration and pavement design recommendations for Philadelphia Street near the I-15. The report prepared for the City included minimum flexible pavement sections for asphalt pavement reconstruction, based on design procedures outlined in the current Caltrans Highway Design Manual.

Archibald Avenue Pavement Rehabilitation, Eastvale, CA. Staff Geologist. This task order was for 8,400 feet of Archibald Avenue and Church Street (running parallel).

Leighton provided asphaltic concrete batch plant inspection and field observation and testing during placement of rubberized asphaltic concrete pavement overlay.

Temperatures were monitored both at the plant and in the field, and samples of aggregate and wet mix were collected and tested for sieve analysis, and for extraction and gradation for compliance with project specifications.

Park Boulevard Road Reconstruction, Joshua Tree, CA. Staff Geologist. Onsite for observation and testing of AC paving on Park Boulevard. The project entailed pavement removal and reconstruction of damaged roadway that is access to Joshua Tree National Park. The project added PCC curb and gutter; pulverizing existing asphalt surfacing and native soil; removing and disposing of a portion of pulverized material; constructing 2% cement treated subgrade; applying prime coat to cement treated subgrade; crack sealing; and paving with Hot Mix Asphalt. 8 Years of Industry Exp.
7 Years with Leighton
BS, Geology, University of
California Riverside
CFR 1910.120 OSHA 40-Hour
Training
CFR 1910.120 OSHA 8-Hour
Refresher Training
CPN Nuclear Gauge Certificate
CPR AED First Aid
11 City of Jurupa Valley
On-Call Geotechnical Engineering Services

Brandon Thomas
Senior Engineering Technician
Mr. Thomas has experience with testing and observation of subgrades and highway materials for hundreds of miles of roadway. Brandon identifies competent soil materials, prepares daily field reports, writes field memos, maintains field files and maps, and communicates effectively with civil inspectors, project managers, and contractors. Mr. Thomas will provide quality assurance and control of geotechnical construction including backfill, sub-base and base operations, concrete sampling and testing, asphalt sampling and testing.

I-215 / Scott Road Interchange Improvement, Menifee, CA. Senior Engineering Technician during construction geotechnical and materials testing. Performed soil compaction and maximum density testing of on- and off-ramp construction. Project widened the overcrossing from two to four lanes and northbound on-ramp realigned and widened to three lanes with HOV metering.

I-10 at University Street Interchange, Redlands, CA. Soils/Concrete Technician for quality assurance testing and batch plan inspection of materials during constructio n
o
f the eastbound off ramp widening and retaining wall.

St
reet Rehabilitation Quality Assurance Testing, Pomona, CA. Responsible for compaction testing of base, sampling of Asphalt Rubber Hot Mix overlay, and aggregates. Leighton provided geotechnical and materials testing and observation services for various street improvement methods throughout the City of Pomona.

Local Street Pavement Rehabilitation, Rancho Cucamonga, CA. Field technician responsible for quality assurance testing of aggregates and asphaltic concrete (AC); and compaction testing of soil, aggregate base, and AC pavement per Caltrans specifications. Collected asphalt samples at batch plant, and compaction tests during asphalt placement. Project was part of City’s 15/16 pavement rehabilitation, included 1-mile segments of Archibald and Haven Avenues in the northern part of the City .

P
avement Rehabilitation, Magnolia Ave., Riverside, CA. This City of Riverside project widened Magnolia Avenue within the existing median to create an additional traffic lane in both directions of the 2.8-mile segment between Buchanan Street and Banbury Drive and leading to the State Route 91 ramps on Magnolia.

Hellman Avenue Pavement Rehabilitation, Rancho Cucamonga, CA. Field Technician responsible for geotechnical observation and testing of on-site soils and base material, and observation of observe asphaltic concrete placement along the alignment with coordinated batch plant sampling and tests.

Pavement Rehabilitation Quality Assurance, Corona, CA. Field Technician responsible for quality assurance and compaction testing of asphaltic concrete during resurfacing of portions of McKinley Street, Main Street, and Lincoln Avenue within the Caltrans right-of-way per Caltrans specifications
20 Years of Industry Exp.
19 Years with Leighton
BA, California State University,
San Bernardino - 2002
ACI – Concrete Grade I – Field
Testing Technician
CFR 1910.120 OSHA 40-Hour
Training
CFR 1910.120 OSHA 8-Hour
Training
Confined Space Entry Training
CPR AED First Aid Training
CPN Nuclear Gauge Certificate
12 City of Jurupa Valley
On-Call Geotechnical Engineering Services

B. Description of Services
With this opportunity to serve the City of Jurupa Valley, Leighton is proposing a team with the technical knowledge, expertise, and strategic management capabilities, backed by our full commitment to provide the necessary resources to provide high-quality services during the design and construction phases of task order projects with the professionalism and customer service excellence ingrained in everything we do.

Geotechnical Investigation
Research
Within 24 hours after receiving a Notice to Proceed (NTP) from the City, we will proceed with the Research task. This task will include review and research existing in-house and publicly available geological literature and geotechnical reports for the project area, as well as pertinent as-built and/or new design plans. These may include geologic and seismic hazard maps, topographic and soil surveys, aerial photos and digital data from previous investigations and site surveys. The research task will help us to better understand the site conditions and tailor our exploration to focus on data gaps. This is intended to result in a cost-effective exploration program and may provide indications or otherwise unforeseen costs during construction. For example, a review of historical aerial photogra phs may indicate previous site use history and possible undocumented fill in former depressions or narrow canyons. In this example, proper identification of that undocumented fill during the Research task may help avoid costly unfo reseen conditions to unexpectedly remove additional undocumented fill during construction, especially when groundwater is encountered during removal.

Site Reconnaissance
After we perform our review and research and collect related site information from the City , we will then perform a reconnaissance of the site and mark proposed subsurface exploration locations. Final locations of explorations will be made with consideration to accessibility, personnel and public safety, and the location of recognized utilities. As required by law, USA (DigAlert) will be notified at least two working days prior to the start of field work. In areas where there is risk of encountering unknown/unmarked utilities, we would utilize a private utility locator as a subconsultant.

Field Exploration
Field exploration will include soils and geologic exploration with a wide range of available methods, depending on site conditions and the project. We have found that identifying the proper exploration and field testing methods and furnishing qualified field personnel is essential for a successful project. Prior to exploration, our experienced field personnel are able to identify areas where site conditions may result in disturbed samples below groundwater, early refusal of explorations, inaccurate blowcount data, improper or incomplete logging, etc., which can lead to expensive re-exploration and field testing.

Depending on project requirements, our field exploration can utilize an array of available exploration and field testing techniques, including hollow-stem auger drilling, Cone Penetrometer Test (CPT) soundings, air- and mud-rotary drilling, rock coring, Becker hammer testing, pressuremeter testing, vane shear testing, continuous core drilling, downhole logging of large-diameter borings, sonic drilling, surface and down-hole geophysical surveys, test pits, and installation of field instrumentation.

The Leighton Team has successfully completed many specialty exploration and testing in difficult conditions including limited access issues, underground utilities, working on or adjacent to active roadways or rail, and difficult drilling through gravel and hard rock. We will manage and coordinate implementation of the exploration plan vetted for each project.
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Geotechnical Laboratory Testing
Evident by our laboratories certified by Caltrans, AASHTO, DSA, and Army Corps of Engineers, Leighton has a rigorous testing protocol with procedures for sample procurement, handling, transport, and testing. Sample procurement and handling is performed per ASTM. For example, rock core sample handling is performed per ASTM D5079 “standard practices for preserving and transporting rock core samples.” We perform a full spectrum of geotechnical soil testing in-house, including, but not limited to: Moisture/Density, Specific Gravity, Grain Size Analyses, Atterberg Limits, Proctor Compaction, Sand Equivalent, Expansion Index, Consolidation/Swell, Direct Shear, Torsional Ring Shear, Stabilometer (R-value), and Corrosion Suite.

Engineering Analysis and Report Preparation
Upon completion of laboratory testing, engineering analyses will be performed to develop recommendations for site grading, design and construction of foundations, below grade walls, slabs-on-grade and pavements.

A report will be prepared with appropriate graphic exhibits to present our findings and recommendations for City review. Typically, we will email to you a PDF of the report text for your review, before we finalize the report. The report will contain exploration data and our interpretations, basis of analysis, conclusions, recommendations, mitigation measures, and constructability issues. The report will be prepared under the supervision of a Registered Geotechnical Engineer (GE) and/or Certified Engineering Geologist (CEG). Bound copies and PDF of the final report will be provided and distributed in the quantity requested, and typically will include the following:
 Field and laboratory procedures used in exploration;
 Logs of the explorations summarizing subsurface conditions encountered, results of la boratory testing, and a plan indicating the location of the explorations (recorded by a hand-held Global Position System (GPS) unit and plotted on a base map provided by you or surveyed by us);  A discussion of earth materials encountered in the explorations and measured engineering properties;  A discussion of site-specific geologic and seismic hazards, including the location of known faults near the site and the potential for fault rupture through the site, liquefaction, seismic settlement, landslidin g, and earthquake- induced ground subsidence and/or flooding;
 Seismic design parameters and ground motion response spectra for variable structural damping and range of periods as necessary to evaluate the structure, if necessary;  Recommendations for design of foundations, including vertical and lateral (passive and friction) load-supporting capacities, embedment depths and settlement estimates due to structural loads;  Recommendations for design of earth retaining structures including active, at-rest and passive earth pressures for both under static and dynamic loading conditions;
 Recommendations for site grading and earthwork including removal of compressible, expans ive or unsuitable existing fill soils, if applicable, placement and compaction of fill and backfill materials, and site drainage ;  Stability of slopes, and possibly recommendations for mitigation alternatives to address slope instability and possibly landslides;
 Asphalt and/or concrete pavement design based on City Standards, Caltrans Standards and Traffic Indices pertinent to a specific project;
 Construction considerations such as rippability and blasting, pile driving vibration damage threshold, c aving in cast-in-place piles;
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 Dis
cussion of ground improvement alternatives using grouting and/or other in -situ ground improvement considerations such as Geopiers, stone columns, surcharges, chemical treatment, ground reinforcement, etc.;  Recommendations for control of groundwater seepage, temporary sloped excavations and temporary shoring, soil nails and tiebacks;
 A discussion of the corrosivity and sulfate and/or chloride attack potential of site soils, including corrosion and chemical attack mitigation measures, if necessary; and
 Any other geotechnically relevant issues that may be encountered.

Pavement Evaluation
For pavement improvement projects, such as rehabilitation or reconstruction, Leighton will perform detailed visual pavement condition surveys of each street section using the Metropolitan Transportation Commission’s Distress Identification Manual. The surveys will cover 100 percent of the travel lanes, including any left- and right-turn pockets, and are necessary to assess the structural integrity of the pavement so that suitable resurfacing and rehabilitation alternatives can be identified. The survey will also define the appropriate sections along each street for subsequent data collection and analysis.

Pavement design recommendations are based upon the presence of load related distresses, such as alligator cracking, longitudinal and transverse cracking, rutting, patches and utility cuts, distortions and depressions.

Recommendations are also based upon the presence of bus or truck routes, past maintenance and rehabilitation efforts that have taken place, and the City’s preferences for types of treatment based on street classifications, desired pavement design life, schedule and budget. During the visual pavement condition surveys, Leighton will also identify the locations where we will perform coring of the pavement sections and collect bulk samples of subgrade materials for laboratory testing.

Leighton will collect pavement section core samples and subgrade soil samples on each street section. A professional traffic control crew will be employed to direct and divert traffic, as necessary, during the field exploration. For each core sample, we will measure and record the thickness and material type of each layer encountered in the p avement section, including the presence of any pavement reinforcing fabric. The soil samples will be transported to our laboratory for testing, such as R-value and moisture content determinations, to be used for new pavement and overlay section designs. The core holes would be backfilled with the excavated materials and capped with AC cold patch.

Leighton can perform non-destructive pavement deflection testing along the street sections in accordance with California Test Method 356 to evaluate the structural capacities of the existing pavement sections. The non - destructive testing will be performed by a subcontractor using a Falling Weight Deflectometer (FWD), a Dynaflect or a road rater. The deflection testing is a conceptually simple yet powerful method for measuring the response of pavements under simulated wheel loads and estimating their structural capacities. This testing is especially useful for evaluating high volume or high load facilities such as multi-lane arterial streets and highways with Traffic Index (TI) values above 7 or 8, and streets initially identified for reconstruction, but where less costly resurfacing and/or rehabilitation options may be feasible. All travel lanes will be tested at between 100 and 200 -foot intervals that are staggered at one-half the test interval length in adjacent lanes.

Using the data obtained from the above tasks, Leighton will perform pavement analysis and design services, and develop rehabilitation recommendations for each street section in accordance with both the Caltrans Flexible Pavement Rehabilitation Manual and Caltrans Highway Design Manual. New pavement structural sections, where 15 City of Jurupa Valley
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a
ppropriate, will be developed using the design methods in the Caltrans Highway Design Manual. We will develop recommendations including, but not limited to, the following:
 Conventional hot mix asphalt pavement overlays;
 Rubberized asphalt concrete overlays;
 Alternative reconstruction methods (in-place recycling, mill and fill, etc.);  Use of pavement reinforcing fabrics and crack sealants;  Locations and treatments of failed pavement sections (base repairs);  Full-width and wedge grinding requirements; and
 Surface seal treatments, if appropriate.

We will then summarize our recommendations in a Materials Report to the City, which at a minimum, will include the following:
 Results of deflection testing, if performed;
 Results of coring activities;
 Description of testing procedures;
 Description of analysis performed for the project;
 Recommended alternatives for pavement rehabilitation; and  Recommendations for rehabilitation of any ex cessive pavement damage, defects, poor sub-base, and/or steep cross slopes.

We will discuss our draft Materials Report with the City and respond to any questions or comments. A final Materials Report, signed and stamped by a Registered Geotechnical Engineer, will then be provided to the City. We are committed to close and frequent communication with you and your design team throughout the term of this contract.

Geotechnical Field Observation and Testing
Our experienced staff of field technicians, geologists and engineers is available to provide geotechnical field observation and testing of earthwork and grading activities for the verification of the quality of work in progress and/or completed during construction phases of the project. Our soils and materials laboratory is capable of performing the necessary tests in compliance with California Test Methods specified in the Caltrans “Manual of Testing” for Federal Funded projects and the latest requirements of ASTM, “Greenbook” or as otherwise specified in the contract documents. Typical tasks to be performed during construction will include:
 Geologic mapping of bedrock during grading, especially for hillside project involving stability issues to confirm exposed conditions are consistent with those anticipated in the project soils report and provide recommendations for remedial measures where appropriate.  Field observation, documentation, and testing of fill placement by a qualified soil field technician for grading operations of the site grading performed in general accordance with the recommendations of the plans and specifications, the project soil engineering report, and typical earthwork practices.  Installation of settlement monitoring systems and measurement of data indicating amounts and rates of settlement of deeper fills.
 Observation and testing of on-site utility trench backfill and curb, gutter, and sidewalk.  Laboratory testing of selected onsite or import soil samples performed to evaluate their geotechnical characteristics.
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
Attendance at on-site construction meetings.
 Preparation of Daily Field Reports by our technician summarizing each day’s earthwork- related activities, including areas tested and those areas requiring retesting.  Preparation of a geotechnical report presenting summaries of the earthwork activities and the results of our field and laboratory testing performed.

Special Inspection Services
Leighton has provided special inspection and materials testing services for public works projects, including public parks, community centers, and transportation infrastructure throughout southern California. Leighton has been the Lead Materials Testing Engineer and Structural Materials Representative (SMR) on numerous projects with Caltrans oversight, and responsible for Quality Assurance (QA) inspection and material testing of bid item components both constructed on-site including concrete, masonry, asphalt; and fabricated off site including precast/prestressed concrete structure elements, traffic signal and lighting standards.

Leighton’s many years of project experience enables us to provide a deep roster of field technician and special inspectors certified by Caltrans, American Concrete Institute (ACI), International Code of Council (ICC), American Welding Society, and American Society for Non-Destructive Testing (ASNT). With this pool of personnel, we assure you that your project will always be staffed with the most qualified and properly certified technicians/inspectors; and that project specifications and code requirements will be strictly followed.

SUMMARY OF SPECIAL INSPECTION SERVICES

REINFORCED CONCRETE STRUCTURAL STEEL
Batch Plant Material Identification
Placement of Reinforcing Steel Shop Fabrication / Welding Sampling and Testing of Fresh Concrete Field Welding
Placement of Concrete during Pour High Strength Bolt / Skidmore Test PRESTRESSED CONCRETE Spray-Applied Fireproofing
Placement of Post-Tensioned (PT) Tendons NON-DESTRUCTIVE TESTING Post-Tensioned (PT) Tendon Stressing Ultrasonic Testing Pre-Cast Concrete Fabrication Magnetic Particle Testing SHOTCRETE / GUNITE Dye Penetrant Testing
Shotcrete / Gunite Application Schmidt Hammer
POST-INSTALLED ANCHORS / EPOXY DOWELS Pachometer
Pull Test WOOD
Torque Test Shear Walls / Diaphragms, Holdowns
MASONRY Glued-Laminated Beam Fabrication
CMU Blocks Lay-Up / Rebar Placements Other
Placement of Masonry Grout Ground Rod Tests
Sampling of Masonry Mortar, Grout
M
aterials Testing Services
Leighton maintains laboratories in Irvine, Temecula and San Diego. Leighton’s laboratories are assessed and certified by, CALTRANS, AASHTO resource (formerly AMRL), Cement and Concrete Reference Laboratory (CCRL), Division of the State Architects (DSA), U.S. Army Corps of Engineers, City of Los Angeles Department of Building and Safety (LADBS), and City of San Diego. As part of our Quality Assurance (QA) program, our laboratories participate in the 17 City of Jurupa Valley
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r
eference sample program (RSP) and proficiency sample program (PSP) of CALTRANS, AASHTO, and CCRL. Tests that Leighton performs in our laboratories on a regular basis are listed in the table at the top of the following page.

We operate in-house combined geotechnical and materials testing laboratories with an extensive inventory of equipment and cross-trained staff that can handle many types of samples and tests. Our ability to load-level our tests between laboratories allows us to accept large volumes of samples and be more responsive to your needs when fast turn-around times are needed. Using ever-evolving technology and proactive management practices, we are able to reduce lag time significantly to generate and distribute laboratory and field reports, which are essential for adherence to critical path schedules. Our experienced office administrators establish a paper trail (electronic if you prefer) that assures reports getting to the proper designees as needed.

All samples come directly to our laboratory for in-house testing, assuring quick turnaround for results, expediting “on-the-job” decisions. All materials test reports are thoroughly reviewed by our Civil Engineer of Record for accuracy prior to being distributed to our clients.

SUMMARY OF MATERIALS TESTING SERVICES

AGGREGATE (HMA & PCC) PORTLAND CEMENT (PCC)
Sieve Analysis Compressive Strength
Specific Gravity (Coarse/Fine) Flexural Strength
Sand Equivalent Non-Shrink Grout
Durability REINFORCING STEEL
LA Rattler Tensile / Bend – Rebar (A615/A706)
Soundness (Sodium/Magnesium) Tensile Strength – Strands (Prestressed Concrete) Organic Impurities Epoxy Coated Rebar (A775)

HOT MIX ASPHALT (HMA) MASONRY
HVEEM (Stability) Compressive Strength – Mortar
Superpave – Gyrocompaction Compressive Strength – Grout Superpave – Hamburg Wheel Compressive Strength – CMU
Resistance of Compacted HMA to Moisture Compressive Strength – CMU Grouted Prism Asphalt Extraction by Ignition CMU – Unit Weight, Moisture, Absorption Theoretical Maximum Density / Specific Gravity FIREPROOFING Bulk Specific Gravity Unit Weight / Density
Project Controls
In general, Leighton’s scheduling process includes weekly management meetings for ongoing and upcoming projects during which personnel resource allocation and scheduling at all levels, including laboratory, field technician, CAD/GIS, and administrative personnel resources, is discussed, prioritized, and/or planned for.

During the proposal stage, we develop a project schedule that identifies the definable tasks within the project, establishes the time duration for each task and its relationship to other tasks, and identifies the project’s critical path and significant milestones. The schedule is revised weekly (or as required) to reflect the updated project schedule.

Leighton conducts project management with a combination of software tools, control measures, and processes. The outline below is a baseline snapshot/outline of how Leighton conducts project management:
 Initiate and attend Project Initiation/Kickoff Meeting to meet with client, gain full project understanding, scope and expectations, including schedule, budget, safety, and plans, specifications, and related documents and reports.
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 E
stablish and follow communication plan, including timely notification protocols for unforeseeable events or issues.
 Establish and adhere to project schedule inclusive of start dates, due dates, progress reports and/or meetings, and major milestones.
 Plan and schedule (dispatch) personnel and/or subcontractor(s) as well as prepare for any equipment necessary.  Schedule and lead in-house project status meetings/check-ins.  Provide via email weekly progress reports regarding activities, milestones, schedule, and budget with back-up documentation, or as scheduled with the client.
 Upon discovery of changes or delays due to any unforeseen circumstance (e.g. weather or field conditions), Leighton’s project manager will notify the client project manager immediately via phone and email communication. A change order work authorization and/or updated schedule is sent to the client if scope and/or schedule is impacted by the unforeseen circumstances.
 Submit invoices to client on a monthly basis.
 Submit drafts and final reports via email per agreed-upon project schedule.  Perform project closeout procedures
Project Start (Field Work) Communication
Prior to commencing field work and in conjunction with the client’s Notice to Proceed, Leighton’s project manager will send an email to inform the client’s project manager of when our team will be on site, with the start date and time. Our personnel will also notify the contractor’s site representative upon arrival. Although site safety is the responsibility of the contractor, we will work with the construction team to achieve a safe work environment. Our personnel are provided with conventional and customary personal protection for construction sites, including hard hats, safety glasses, safety gloves, and orange vests.

Project Progress Communication
For effective project management and to track work progress, Leighton utilizes Unanet —an enterprise resource planning (ERP) system—to monitor and track accrued charges against the project budget and task progression against project milestones.

With project data like this readily available and intimate knowledge of field activities (discussed further below), Leighton’s project manager knows early on if the project will stay the course or if there are impacts to the cost and/or schedule. In any case, an email is sent to the client to notify him/her/them of the progress.

We place great importance on keeping clients informed about the financial status of the work entrusted to us.

Through regular verbal and written communications (emails and daily field reports ), and our Unanet accounting/project management software that allows us to track personnel utilization, billable hours and total project budget on a weekly basis, we are able to stay informed and evaluate opportunities to save money by evaluating schedule and progress, being efficient with time onsite, and reworking aspects of your construction plan to take advantage of unforeseen field conditions. With our focus on providing accurate and timely details and weekly project progress, and how this rolls up into the overall project schedule and performance, we can help you complete projects on time and within budget.

In tandem with Unanet, Leighton’s project manager also tracks field activities in real- time by logging into Metafield.

In the field, Leighton’s staff utilizes MetaField, our secure, cloud-based Field Information Management System (FIMS) 19 City of Jurupa Valley
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a
nd Laboratory Information Management System (LIMS) software application, using data -, wifi-, and GIS-enabled mobile technology (i.e. cell phone, tablet, laptop) to log daily field activities electronically. We are capable of developing customized forms unique to a project at the client’s request as well.

Once a field activity report is submitted, the data is instantaneously available to the project and task managers f or review. Here is where we have the advantage of identifying innovative means and methods to increase efficiencies in the field or addressing potential issues and working with the client to develop value engineering solutions. Our capability of reporting from the field speeds up the workflow between field and office personnel. Allowing for a shorter turn-around time for quality assurance reviews is a time and cost savings we pass on to the client.

Leighton also uses the MetaField app to capture and track chain of custody data of boring samples. From the field to the testing laboratory, we can track where the samples came from, what time they arrived to the laboratory, who delivered them, and what project they are for.

MetaField is programmed with automation features and strict acceptance parameters allowing us to maintain consistency of reporting standards across all disciplines. Additionally, MetaField is programmed to disallow missing required fields. It identifies spelling errors, calculates and produces graphs for certain forms/testing methods, captures and tracks chain of custody data, and more. All in all, Metafield allows Leighton to maintain high quality, accurate data, and efficient work products for the entire team.

In-House Technical Resources
Leighton has full in-house drafting capabilities utilizing AutoCAD Civil 3D, MicroStation, and analytical/visualization tools such as ArcGIS, Modflow, Rockworks, and gINT software. We possess the full array of information technology and field equipment necessary to successfully support large-scale, geospatial data-intensive projects such large pipeline in complex geologic areas. One of our unique strengths has been the pioneering use of GIS technology to improve data quality, spatial analytics, reduce costs, improved efficiencies, and increased productivity. All digital data associated with the work is stored in a geospatial format for easy reuse, collaboration, and presentation.

Additionally, we can use computer graphics to visually convey the results of our studies. Illustrations and report graphics are developed utilizing a variety of data imaging and geospatial analysis software. Boundaries, delineations, visualizations and proposed land uses are compiled and viewed in a GIS platform, using ArcGIS, AutoCAD Map and other leading geospatial software. Maps, site plans and GIS platforms are created in ArcGIS 10.x and AutoCAD Map. 20 City of Jurupa Valley
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Hourly Rate Sheet
Per the requirements of the RFP, Leighton’s rates have been submitted separately.
21 City of Jurupa Valley
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Completed Proposer’s Signature Page
22 City of Jurupa Valley
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Completed Non-Collusion Declaration
City of Jurupa Valley
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Request for Proposals for On-call Geotechnical Engineering Services 14 RFP for On-call Geotechnical Engineering Services

EXHIBIT B

NON-COLLUSION DECLARATION TO BE

EXECUTED BY PROPOSER AND SUBMITTED WITH PROPOSAL
The undersigned declares:

I am the _________________ [Declarant’s title] of _____________, the party making the foregoing Proposal.

The Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The Proposal is genuine and not collusive or sham. The Proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal. The Proposer has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or to refrain from proposing. The Proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the Proposal price of the Proposer or any other proposer, or to fix any overhead, profit, or cost element of the Proposal price, or of that of any other proposer. All statements contained in the Proposal are true. The Proposer has not, directly or indirectly, submitted his or her Proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, to effectuate a collusive or sham Proposal, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a Proposer that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the Proposer.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on _______________[date], at ____________________[city],
______________________[state].

Signature: ____________________________________________________________________ Print Name: ___________________________________________________________________ Title: _________________________________________________________________________ Address: ______________________________________________________________________ Telephone No: _________________________________________________________________ Leighton Consulting, Inc. Division President
California
Kris Lutton
Division President
17781 Cowan, Irvine, CA 92614
(949) 250-1421
Irvine
1/25/2023
Completed List of Three (3) References
City of Jurupa Valley
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Request for Proposals for On-call Geotechnical Engineering Services 15 RFP for On-call Geotechnical Engineering Services

EXHIBIT C

LIST OF REFERENCES

GEOTECHNICAL ENGINEERING SERVICES
PROPOSER: ________________________________________________

REFERENCES
Following are the names, ad dresses and telephone numbers for three (3) public agencies for which PROPOSER has performed similar work within the past two (2) years:

1. Name, Title, and Telephone Number of Person Familiar with Project Contract Amount Type of Work Date Completed

2. Name, Title, and Telephone Number of Person Familiar with Project Contract Amount Type of Work Date Completed

3. Name and Address of Agency
Name, Title, and Telephone Number of Person Familiar with Project Contract Amount Type of Work Date Completed
Leighton Consulting, Inc.

City of Riverside, 3900 Main St, Floor 3, Riverside, CA 92522 City of Rancho Cucamonga, 10500 Civic Center Drive, Rancho Cucamonga, CA 91729 San Bernardino County, 385 N. Arrowhead Avenue, San Bernardino, CA 92415 $1,000,000 Geotechnical & Materials Testing In Progress Name and Address of Agency
Kevin Goodwin, Construction Project Manager, (951) 351-6420 $410,000 Geotechnical & Materials Testing In Progress
Name and Address of Agency
Romeo David, Associate Engineer, (909) 774-4070
Medhat Matta, Supervising Engineer
$500,000+ On-Call Materials Testing Services In Progress Photocopies of Company Licenses and/or Certifications
City of Jurupa Valley
On-Call Geotechnical Engineering Services

SIAD TL-0113: CALTRANS ACCREDITATION LABORATORY INSPECTION REPORT

STATE OF CALIFORNIA

DEPARTMENT OF

TRANSPORTATION

CALTRANS ACCREDITATION LABORATORY INSPECTION REPORT
Please verify lab accreditation by visiting SIAD website: https://sia.dot.ca.gov/

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Expiration Date: 2023-02-03
Inspected By: Roy(Chip) Denner
IA No.: 49
Phone: 916-996-0441
RSP #: 207
File: Material Category 500
Laboratory: Leighton Consulting, Inc.

Address: 41715 Enterprise Circle North, Ste 103
Temecula CA, 92590
Lab QC Mgr.: Matthew Vinet
E-mail: [email protected]
Telephone: 951-296-0530
Fax #.: 951-296-0534
A certified Independent Assurance (IA) visited this
laboratory on 2022-02-03
Only the equipment to be used on Caltrans Construction
projects and/or local construction projects on the
National Highway System was checked for qualification.

At the time of Caltrans Accreditation, this laboratory had all necessary equipment to perform the test methods
indicated below.

Testing personnel shall be Caltrans Qualified and
possess a current Caltrans Certification Form TL-0111
or AASHTO Proficiency Form TL-0115 prior to
performing any sampling or testing.

AASHTO T11 AASHTO T27 AASHTO R47 AASHTO R76 AASHTO T84
AASHTO T85 AASHTO T96 AASHTO T166 AASHTO T176 AASHTO T209 AASHTO T210 AASHTO T248 AASHTO T255 AASHTO T269 AASHTO T275 AASHTO T308 AASHTO T329 AASHTO T335 CT 105 CT 106
CT 125 ADMIX CT 125 AGG CT 125 BIT CT 125 CEM CT 125 GEN CT 125 HMA CT 201 CT 202 CT 205 CT 206
CT 207 CT 211 CT 212 CT 213 CT 216
CT 217 CT 226 CT 227 CT 229 CT 231
CT 234 CT 235 CT 301 CT 304 CT 308
CT 309 CT 366 CT 370 CT 375 CT 382
CT 504 CT 518 CT 521 CT 523.1 Section B.1 & B.2 CT 533
CT 539 CT 540 CT 541 CT 543 CT 556
CT 557
A visual check was performed and documents provided as necessary for the following items:
✓ Facility Safety Manual ✓ Copies of current applicable test procedures ✓ Laboratory Procedures Manual ✓ Calibration and service documentation ✓ Laboratory Quality Control Manual ✓ Calibration stickers affixed to test equipment ✓ Proper test equipment (dated within the 12 months)
On 2022-02-03 , this laboratory was Caltrans Qualified by:

Evidence of Insurability
City of Jurupa Valley
On-Call Geotechnical Engineering Services

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EXHIBIT B

FEE SCHEDULE
Consultant’s fee schedule is attached. Fees shall remain in effect through the initial term of the Agreement.

Fee/2022 www.leightongroup.com Page 1 of 4

PROFESSIONAL FEE SCHEDULE
For the City of Jurupa Valley

GEOTECHNICAL LABORATORY TESTING

LABOR RATES
METHOD $/TEST

CLASSIFICATION & INDEX PROPERTIES
Photograph of sample ....................................................................................10 Moisture content (ASTM D2216) ........................................................................20 Moisture & density (ASTM D2937) ring samples ................................................30 Moisture & density (ASTM D2937) Shelby tube or cutting .................................40 Atterberg limits 3 points (ASTM D4318): ..........................................................150 - Single point, non-plastic ............................................................................85 - Atterberg limits (organic ASTM D2487 / D4318) .............................................180 - Visual classification as non-plastic (ASTM D2488).......................................10 Particle size: ....................................................................................................... - Sieve only 1½ inch to #200 (AASHTO T27/ASTM C136/ASTM D6913/CTM 202) ...135 - Large sieve 6 inch to #200 (AASHTO T27/ASTM C136/ASTM D6913/CTM 202) ...175 - Hydrometer only (ASTM D7928) ................................................................ 110 - Sieve + hydrometer ≤3 inch sieve, (ASTM 7928) ......................................185 - Percent passing #200 sieve, wash only (ASTM D1140) ...............................70 Specific gravity and absorption of fine aggregate
(AASHTO T84/ASTM C128/ASTM D854/CTM 207) ..............................................130 Specific gravity and absorption of coarse aggregate
(AASHTO T85/ASTM C127/CTM 206) ...............................................................100 - Total porosity - on Shelby tube sample (calculated) ...............................165 - Total porosity - on other sample (calculated) ..........................................155 Shrinkage limits wax method (ASTM D4943) ...................................................126 Pinhole dispersion (ASTM D4647) ...................................................................210 Dispersive characteristics (double hydrometer ASTM D4221) ................................90 As-received moisture & density (chunk/carved samples) ...............................60 Sand Equivalent (AASHTO T176/ASTM D2419/CTM 217) ....................................105

SHEAR STRENGTH
Pocket penetrometer ......................................................................................15 Direct shear (ASTM D3080, mod., 3 points):

Consolidated undrained - 0.05 inch/min (CU) ..............................................285 Consolidated drained - <0.05 inch/min (CD) ................................................345 Residual shear EM 1110-2-1906-IXA (price per each additional pass after shear)....50 Remolding or hand trimming of specimens (3 points) ....................................90 Oriented or block hand trimming (per hour) ....................................................65 Single point shear .........................................................................................105 Torsional shear (ASTM D6467 / ASTM D7608) ....................................................820 METHOD $/TEST

COMPACTION & PAVEMENT SUBGRADE TESTS
Standard Proctor compaction, 4 points (ASTM D698)
- 4 inch diameter mold (Methods A & B) ...................................................160 - 6 inch diameter mold (Method C) ...........................................................215 Modified Proctor compaction 4 points (ASTM D1557):
- 4 inch diameter mold Methods A & B ......................................................220 - 6 inch diameter mold Method C ..............................................................245 Check point (per point) ...................................................................................65 Relative compaction of untreated/treated soils/aggregates (CTM 216) ..........250 Relative density 0.1 ft mold (ASTM D4253, D4254) ...........................................235 California Bearing Ratio (ASTM D1883)
- 3 point .....................................................................................................500 - 1 point .....................................................................................................185 R-Value untreated soils/aggregates (AASHTO T190/ASTM D2844/CTM 301) .......310 R-Value lime or cement treated soils/aggregates (AASHTO T190/ASTM D2844/CTM 301) ..........................................................................................340

SOIL CHEMISTRY & CORROSIVITY
pH Method A (ASTM D4972 or CTM 643) .............................................................45 Electrical resistivity – single point – as received moisture ..............................45 Minimum resistivity 3 moisture content points (ASTM G187/CTM 643) ...............90 pH + minimum resistivity (CTM 643) ...............................................................130 Sulfate content - gravimetric (CTM 417 B Part 2) ................................................70 Sulfate content - by ion chromatograph (CTM 417 Part 2) .................................80 Sulfate screen (Hach®) ....................................................................................30 Chloride content (AASHTO T291/CTM 422) .........................................................70 Chloride content – by ion chromatograph (AASHTO T291/CTM 422)...................80 Corrosion suite: minimum resistivity, sulfate, chloride, pH (CTM 643) ............265 Organic matter content (ASTM D2974) ..............................................................65

CONSOLIDATION & EXPANSION/SWELL TESTS
Consolidation (ASTM D2435): ..........................................................................195 Each additional time curve .............................................................................45 Each additional load/unload w/o time reading ................................................40 Expansion Index (ASTM D4829) ......................................................................130 Single load swell/collapse - Method B (ASTM D4546-B, seat, load & inundate only) ....105 Swell collapse Method A up to 10 load/unloads w/o time curves (ASTM D4546-A) ..........................................................................................290 - X
CLASSIFICATION $/HR
Technician I .................................................................................................... 85 Technician II / Special Inspector .................................................................... 94 Senior Technician / Senior Special Inspector .............................................. 110 Prevailing Wage (field soils / materials tester) * .......................................... 143 Prevailing Wage (Special Inspector) * ......................................................... 146 Prevailing Wage (On site Source Inspector, NDT and soil remediation O&M)* ...................................................................................................... 150 System Operation & Maintenance (O&M) Specialist ................................... 139 Non Destructive Testing (NDT) .................................................................... 146 Deputy Inspector ......................................................................................... 110 Field / Laboratory Supervisor ...................................................................... 139 Source Inspector ......................................................................................... 126 City of Los Angeles Deputy Building (including Grading) Inspector ............ 149 * See Prevailing Wages in Terms and Conditions
CLASSIFICATION $/HR
Project Administrator/Word Processor/Dispatcher ........................................ 77 Information Specialist .................................................................................. 113 CAD Operator .............................................................................................. 131 GIS Specialist .............................................................................................. 131 GIS Analyst ................................................................................................. 153 Staff Engineer / Geologist / Scientist ........................................................... 143 Senior Staff Engineer / Geologist / Scientist / ASMR .................................. 156 Operations / Laboratory Manager ................................................................ 171 Project Engineer / Geologist / Scientist ....................................................... 180 Senior Project Engineer / Geologist / Scientist / SMR ................................. 198 Associate ..................................................................................................... 221 Principal ....................................................................................................... 243 Senior Principal ........................................................................................... 243

FEE SCHEDULE

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Jurupa Valley City CouncilApril 20, 2023

Jurupa Valley City Council
April 20, 2023