Agenda packet — La Mesa City Council, November 26, 2024 (part 1 of 4)

LA MESA CITY COUNCIL
AGENDA

A Regular Meeting

Date: Tuesday, November 26, 2024, 6:00 p.m.

Location: City Council Chambers, 8130 Allison Avenue
La Mesa, California
Elected
Officials:

Mayor Mark Arapostathis
Vice Mayor Patricia N. Dillard
Councilmember Laura Lothian
Councilmember Colin Parent
Councilmember Jack Shu
City Treasurer Matthew Strabone
Staff: City Manager Greg Humora
City Attorney Glenn Sabine
City Clerk Megan Wiegelman
The City Council meeting may be viewed in-person or live on Cox Cable Channel 24 (within La Mesa City limits), AT&T U-Verse Channel 99 (in the San Diego Region), the City’s website (www.cityoflamesa.us), Facebook Live (www.facebook.com/lamesaca) or using the following Zoom Webinar options:

The public may view the meeting live using the following remote options:

Teleconference Meeting Webinar
https://us06web.zoom.us/j/84472650722
Telephone (Audio only)
(669) 900-6833 or (253) 215-8782 Webinar ID: 844 7265 0722 Copy and paste the webinar link into your internet browser if the webinar link does not work directly from the agenda.

PUBLIC COMMENTS
In-Person comments during the meeting: Join us for the City Council meeting at the time and location specified on this agenda to make your comments. Please complete a “Request to Speak” card and submit it to the Council Hostess. When the Mayor calls your name, step to the podium and state your name for the record. Comments will be limited to three (3) minutes.
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How to submit eComments: eComments are available once an agenda is published.

Locate the meeting in "upcoming meetings" and click the comment bubble icon. Click on the item you wish to comment on. eComments can be submitted when the agenda is published and until 24 hours prior to the meeting. eComments are limited to 3700 characters (approximately 500 words). eComments may be viewed by the City Council and members of the public following the close of the eComment submission period (24 hours prior to the meeting). Email your comment to [email protected] if you have difficulty submitting an eComment. eComments will not be read aloud as a regular meeting item; however any member of the Council or member of the public may do so during their respective comment time.
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PLEASE NOTE: Public Comment will be limited to 3 minutes per item. The timer begins when the participant begins speaking. Time cannot by combined or yielded to another speaker. *Live Remote Public Comment ONLY permitted during Councilmember teleconferencing pursuant to California Government Code Section 54953 (AB 2449).
*Zoom Audio Comments: To provide oral public comments during the meeting, join the Zoom meeting by computer, mobile phone, or dial in number. On Zoom video conference by computer or mobile phone, use the “Raise Hand” feature. This will notify the moderator that you wish to speak during a specific item on the agenda or during non-agenda Public Comment. Members of the public will not be shown on video but will be able to speak when called upon. If joining the meeting using the Zoom dial-in number, you may raise your hand by pressing *9. Comments will be limited to three (3) minutes. No further comments will be entertained after the Mayor closes public comment. •
Citizens who wish to make an audio/visual presentation pertaining to an item on the agenda, or during Public Comments, should contact the City Clerk’s office at 619.667.1120, no later than 12:00 p.m., the Monday prior to the meeting day. Advance notification will ensure compatibility with City equipment and allow Council meeting presentations to progress smoothly and in a consistent and equitable manner. Please note that all presentations/digital materials are considered part of the maximum time limit provided to speakers.

Agenda reports for items on this agenda are available for public review at the City Clerk's Office, 8130 Allison Avenue, during normal business hours.

Materials related to an item on this agenda submitted to the Council after distribution of the agenda packet are available for public inspection in the City Clerk’s Office, 8130 Allison Avenue, during normal business hours.

ACCESSIBILITY: The City of La Mesa encourages the participation of disabled individuals in the services, activities and programs provided by the City. Individuals with disabilities, who require reasonable accommodation in order to participate in the City Council meetings, should contact the Administrative Services Department 48 hours prior to the meeting at 619.667.1175, fax 619.667.1163, or [email protected].

Hearing assisted devices are available for the hearing impaired. A City staff member is available to provide these devices upon entry to City Council meetings, commission meetings or public hearings held in the City Council Chambers. A photo i.d. or signature will be required to secure a device for the meeting.

Pages

1. CALL TO ORDER

1.1 INVOCATION - COUNCILMEMBER SHU

1.2 PLEDGE OF ALLEGIANCE

2. CITY MANAGER COMMENTS

3. COMMUNITY BULLETIN REPORTS

4. ADDITIONS AND/OR DELETIONS TO THE AGENDA

5. PUBLIC COMMENTS – (TOTAL TIME – 15 MINUTES)
NOTE: In accordance with state law, an item not scheduled on the agenda may be brought forward by the general public for comment; however, the City Council will not be able to discuss or take any action on the item at this meeting.

If appropriate, the item will be referred to Staff or placed on a future agenda.

6. CONFLICT DISCLOSURES

7. PUBLIC COMMENTS ON CONSENT CALENDAR
This is the time in which members of the Council or audience may pull items from the CONSENT CALENDAR for discussion. Public Comments are also invited on Consent Calendar items.

8. CONSENT CALENDAR
(Items 8.1 through 8.11)
The Consent Calendar includes items considered to be routine. Unless discussion is requested by members of the Council or audience, all Consent Calendar items may be approved by one motion.
*If a public hearing item is part of the Consent Calendar, the public hearing shall be deemed held if the item is not removed from the Consent Calendar for discussion and possible action (Item 8.11).

Recommended Motion:

Approve Consent Calendar Items 8.1 through 8.11.

8.1 APPROVAL OF MOTION TO WAIVE THE READING OF THE TEXT OF

ALL ORDINANCES AND RESOLUTIONS AT THIS MEETING
Recommended Motion:

Approve.

8.2 APPROVAL OF THE MINUTES FOR THE CITY COUNCIL REGULAR MEETING HELD TUESDAY, NOVEMBER 12, 2024
1 Recommended Motion:

Approve.

8.3 APPROVAL OF MOTION TO CANCEL THE REGULAR MEETING OF THE CITY COUNCIL SCHEDULED FOR DECEMBER 24, 2024
6 Recommended Motion:

Approve.

8.4 RESOLUTIONS APPROVING SALARY ADJUSTMENTS TO THE
COMPENSATION PLAN FOR FISCAL YEAR 2024-2025
7 Staff Reference: Ms. Spaniol
Recommended Motion:

Adopt Resolutions.
a. RESOLUTION APPROVING SALARY ADJUSTMENTS TO
THE FISCAL YEAR 2024-2025 COMPENSATION PLAN PER
ORDINANCE NO. 2023-2905, ADJUSTMENT TO MAYOR,

CITY COUNCILMEMBER, AND CITY TREASURER

COMPENSATION
Recommended Motion:

Adopt Resolution.
b. RESOLUTION APPROVING SALARY ADJUSTMENTS TO
THE FISCAL YEAR 2024-2025 COMPENSATION PLAN FOR

FIRE MARSHAL AND PUBLIC WORKS OPERATIONS

MANAGER CLASSIFICATIONS
Recommended Motion:

Adopt Resolution.

8.5 RESOLUTION TO AWARD THE PURCHASE OF THREE FORD

POLICE INTERCEPTOR UTILITY HYBRID VEHICLES TO SEDANO

FORD AND THE OUTFITTING TO AEP-CALIFORNIA, LLC
17 Staff Reference: Mr. Munzenmaier
Recommended Motion:

Adopt Resolution.

8.6 RESOLUTION TO AWARD THE PURCHASE OF A FORD POLICE

INTERCEPTOR UTILITY HYBRID VEHICLE TO KEARNY MESA FORD

USING OPERATION STONEGARDEN GRANT FUNDS
24 Staff Reference: Mr. Munzenmaier
Recommended Motion:

Adopt Resolution.

8.7 RESOLUTION TO APPROPRIATE FUNDS FOR UKG HCM SYSTEM

ASSESSMENT AND IMPLEMENTATION SERVICES
29 Staff Reference: Mr. Munzenmaier
Recommended Motion:

Adopt Resolution.

8.8 RESOLUTION APPROVING A REVISED REIMBURSEMENT

AGREEMENT WITH THE CITY OF SAN DIEGO FOR SEWER MAIN

AND STREET RESURFACING WORK
59 Staff Reference: Mr. Throne
Recommended Motion:

Adopt Resolution.

8.9 RESOLUTION AUTHORIZING THE CITY OF SAN DIEGO TO ACT ON

BEHALF OF THE CITY OF LA MESA AND SUBMIT A CALRECYCLE

WASTE TIRE ENFORCEMENT GRANT APPLICATION, EXECUTE

NECESSARY DOCUMENTS TO SECURE THE GRANT FUNDS, AND

IMPLEMENT THE GRANT ACTIVITIES
72 Staff Reference: Mr. Throne
Recommended Motion:

Adopt Resolution.

8.10 RESOLUTION ACCEPTING BID 25-08 AND AWARDING A CONTRACT TO APPLIED RESEARCH ASSOCIATES, INC. FOR THE PAVEMENT

CONDITION INDEX PROJECT
77 Staff Reference: Mr. Throne
Recommended Motion:

Adopt Resolution.

8.11 *PROJECT 2024-1616 (BLANCHE&BERNICE, LLC) - A REQUEST TO DESIGNATE THE PROPERTY LOCATED AT 4679 DATE AVENUE,
APN 470-593-11-00 AS A HISTORIC LANDMARK AND ESTABLISH A

PROPERTY PRESERVATION (MILLS ACT) AGREEMENT
117
Staff Reference: Ms. Santos
Recommended Motion:

Adopt Resolutions.
a. RESOLUTION DESIGNATING THE REUBEN M. LEVY
HOUSE AT 4679 DATE AVENUE, APN 470-593-11-00 AS A

HISTORIC LANDMARK
Recommended Motion:

Adopt Resolution.
b. RESOLUTION AUTHORIZING EXECUTION OF A HISTORIC

LANDMARK PROPERTY PRESERVATION AGREEMENT

WITH THE OWNER OF THE HISTORIC LANDMARK KNOWN
AS THE REUBEN M. LEVY HOUSE AT 4679 DATE AVENUE,
APN 470-593-11-00
Recommended Motion:

Adopt Resolution.

9. STAFF REPORT

9.1 CONSIDERATION AND POSSIBLE APPROVAL OF THE CLIMATE

ACTION PLAN (CAP) UPDATE
347
Staff Reference: Ms. Ego
Recommended Motion:

Adopt Resolutions.
a. RESOLUTION ADOPTING THE ADDENDUM TO THE 2018

CAP PURSUANT TO THE CALIFORNIA ENVIRONMENTAL

QUALITY ACT (CEQA) SUPPLEMENTAL ENVIRONMENTAL

IMPACT REPORT (SEIR) FOR THE CAP UPDATE
Recommended Motion:

Adopt Resolution.
b. RESOLUTION APPROVING THE CAP UPDATE
Recommended Motion:

Adopt Resolution.

10. COUNCIL COMMITTEE REPORTS (3 MINUTE LIMIT)

11. AB 1234 REPORTS (GC 53232.3 (d))

12. CITY ATTORNEY REMARKS

13. ADJOURNMENT
1 La Mesa City Council
Minutes of a Regular Meeting
Date:

Location:

November 12, 2024, 6:00 pm
City Council Chambers, 8130 Allison Avenue
La Mesa, California

Present: Mayor Mark Arapostathis
Vice Mayor Patricia N. Dillard
Councilmember Laura Lothian
Councilmember Colin Parent
Councilmember Jack Shu
Staff: City Manager Greg Humora
Assistant City Manager Amanda Lee
City Attorney Glenn Sabine
City Clerk Megan Wiegelman
_____________________________________________________________________

1. CALL TO ORDER
The City Council minutes are prepared and ordered to correspond to the City Council Agenda. Agenda Items can be taken out of order during the meeting.

The Agenda Items were considered in the order presented.

Mayor Arapostathis called the meeting to order at 6:00 p.m.

1.1 INVOCATION - COUNCILMEMBER SHU

1.2 PLEDGE OF ALLEGIANCE

2. CITY MANAGER COMMENTS
There were no comments.

3. COMMUNITY BULLETIN REPORTS
The Mayor, Council and staff made announcements and reported on various events taking place in the City. No action was taken.

4. ADDITIONS AND/OR DELETIONS TO THE AGENDA

Page 1 of 594 ends

2 There were no additions or deletions to the agenda.

5. PRESENTATIONS

5.1 BUDGET MONITORING REPORT
Finance Director Royales reported on the national, state, and local economic outlook, sales tax revenues, and the performance of the City’s General Fund for the quarter ending September 30, 2024.

Following Council question and comments, no action was taken.

5.2 CITY TREASURER'S QUARTERLY REPORT
City Treasurer Strabone made a presentation regarding the investment earnings for the quarter ending September 30, 2024.

Following Council question and comments, no action was taken.

6. PUBLIC COMMENTS – (TOTAL TIME – 15 MINUTES)
Gene Carpenter spoke on campaign contribution limits.

Barbie Wheeler spoke on her concerns about a house on Bellflower Drive.

Dianne Osterling spoke and submitted a comment on campaign contribution limits.

Brenda Hammond spoke about campaign signs.

7. CONFLICT DISCLOSURES
There were no conflict of interest disclosures.

8. PUBLIC COMMENTS ON CONSENT CALENDAR
Dianne Osterling spoke on Item 9.9.

9. CONSENT CALENDAR
(Items 9.1 through 9.10)
Moved By Councilmember Parent
Seconded By Councilmember Shu
Approve Consent Calendar Items 9.1 through 9.10.

For (5): Mayor Arapostathis, Vice Mayor Dillard, Councilmember Lothian, Councilmember Parent, and Councilmember Shu

Page 2 of 594 ends

3 Approved (5 to 0)

9.1 APPROVAL OF MOTION TO WAIVE THE READING OF THE TEXT OF

ALL ORDINANCES AND RESOLUTIONS AT THIS MEETING
Approve.

9.2 APPROVAL OF THE MINUTES FOR THE CITY COUNCIL REGULAR MEETINGS HELD TUESDAY, OCTOBER 8, AND TUESDAY,
OCTOBER 22, 2024
Approve.

9.3 APPROVAL OF THE MINUTES FOR THE CITY COUNCIL SPECIAL MEETING HELD TUESDAY, OCTOBER 22, 2024
Approve.

9.4 RESOLUTION AMENDING THE OPERATING BUDGET FOR FISCAL YEAR 2024-2025 TO FUND THE NEW JOB CLASSIFICATION OF

COMMUNITY CLEANUP COORDINATOR
Resolution No. 2024-133
Adopt Resolution.

9.5 RESOLUTION APPROVING A SIDE LETTER TO AMEND SECTION

1.11.03 - REDUCED WORK WEEK, OF THE 2024-2027

MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF LA

MESA AND THE LA MESA POLICE OFFICERS' ASSOCIATION
Resolution No. 2024-134
Adopt Resolution.

9.6 RESOLUTION AUTHORIZING CONTRACT CHANGE ORDER NO. 1
FOR THE 2023 ANNUAL RESURFACING PROJECT, BID 24-05, TO
QUALITY CONSTRUCTION, INC.

Resolution No. 2024-135
Adopt Resolution.

9.7 RESOLUTION AUTHORIZING CONTRACT CHANGE ORDER NO. 3

FOR THE BOULEVARD DRIVE STORM DRAIN IMPROVEMENT
PROJECT, BID NO. 24-16, TO SC VALLEY ENGINEERING, INC.

Resolution No. 2024-136

Page 3 of 594 ends

4 Adopt Resolution.

9.8 RESOLUTION TO ENTER INTO AN AGREEMENT WITH SOUTHERN COUNTIES OIL CO. TO PROVIDE FUEL DELIVERY AND RELATED

SERVICES
Resolution No. 2024-137
Adopt Resolution.

9.9 RESOLUTION TO ENTER INTO AN AGREEMENT WITH BPR

CONSULTING GROUP TO PROVIDE FIRE MARSHAL AND FIRE

INSPECTION SERVICES
Resolution No. 2024-138
Adopt Resolution.

9.10 RESOLUTION TO AWARD RFP 25-07 FOR SPECIAL EVENT
SECURITY SERVICES TO ELITE SHOW SERVICES, INC.

Resolution No. 2024-139
Adopt Resolution.

10. COUNCIL INITIATED

10.1 CONSIDERATION AND POSSIBLE APPROVAL OF A RESOLUTION

ENCOURAGING THE REDUCTION OF VEHICLE TRAVEL AND

PROMOTING TRAFFIC SAFETY IN CONCERT WITH OTHER

REGIONAL TRANSPORTATION PLANNING ORGANIZATIONS AND

PROVIDERS - COUNCILMEMBER SHU
Councilmember Shu explained the purpose of requesting the Council to adopt the Resolution encouraging the reduction of vehicle travel and promoting traffic safety, in concert with other regional transportation planning organizations and providers.

Council questions and comments ensued.

Dan Miller spoke in support of the Resolution encouraging the reduction of vehicle travel and promoting traffic safety in concert with other regional transportation planning organizations and providers.

Matty Klemanski spoke about their concerns regarding traffic safety on Lemon Avenue.

Page 4 of 594 ends

5 Brenda Hammond spoke about the lack of safety for passengers on the trolley.

Resolution No. 2024-140
Moved By Councilmember Shu
Seconded By Councilmember Parent
Adopt Resolution.

For (4): Mayor Arapostathis, Vice Mayor Dillard, Councilmember Parent, and Councilmember Shu
Against (1): Councilmember Lothian
Approved (4 to 1)

11. COUNCIL COMMITTEE REPORTS (3 MINUTE LIMIT)
The Mayor and Council reported on various outside boards, commissions, and committee meetings they attended. No action was taken.

12. AB 1234 REPORTS (GC 53232.3 (d))
There were no reports.

13. CITY ATTORNEY REMARKS
There were no remarks.

14. ADJOURNMENT
Mayor Arapostathis adjourned the meeting at 6:58 p.m.
_________________________
City Clerk

Page 5 of 594 ends

DATE: November 26, 2024
TO: Mayor and Members of the City Council
FROM: Megan Wiegelman, City Clerk
VIA: Greg Humora, City Manager
SUBJECT: APPROVAL OF MOTION TO CANCEL THE REGULAR MEETING OF THE CITY COUNCIL SCHEDULED FOR DECEMBER 24, 2024
Historically, the City Council has approved the cancellation of the second Regular meeting in December of each year. This year the second Regular meeting in December falls during the City Hall closure between the observed Christmas holiday and the observed New Years’ Day holiday. Formal action is required to cancel the December 24th meeting. The next Regular meeting of the City Council would be Tuesday, January 14, 2025.

Page 6 of 594 ends

REPORT to the MAYOR and MEMBERS of the CITY COUNCIL
From the CITY MANAGER
DATE: November 26, 2024
SUBJECT: AMENDMENT TO FISCAL YEAR 2024-2025

COMPENSATION PLAN
DESCRIPTION: RESOLUTIONS APPROVING ADJUSTMENTS TO THE
FY 2024-25 COMPENSATION PLAN TO REFLECT

ADJUSTMENTS TO MAYOR, COUNCILMEMBER, AND

CITY TREASURER COMPENSATION PER
ORDINANCE 2023-2905; PUBLIC WORKS
OPERATIONS MANAGER; AND FIRE MARSHAL

CLASSIFICATIONS
ISSUING DEPARTMENT: Human Resources
SUMMARY:

Issues:

1. Should the City Council adopt the attached resolution approving salary adjustments to the Compensation Plan for FY 2024-25 for Mayor, Councilmember, and City Treasurer per Ordinance 2023-2905?

2. Should the City Council adopt the attached resolution approving salary adjustments to the Compensation Plan for FY 2024-25 for Public Works Operations Manager and Fire Marshal classifications?
Recommendation:

1. The City Council adopt the attached resolution approving salary adjustments to the Compensation Plan for FY 2024-25 for Mayor, Councilmember, and City Treasurer per Ordinance 2023-2905.

2. The City Council adopt the attached resolution approving salary adjustments to the Compensation Plan for FY 2024-25 for Public Works Operations Manager and Fire Marshal classifications.

Page 7 of 594 ends

Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 2 of 4
Fiscal Impact:

The adjustments for Mayor, Councilmember, and City Treasurer compensation were approved by Ordinance 2023-2905 on November 14, 2023, and are reflected in the FY 2024-25 adopted budget. The maximum annual fiscal impact for the adjustment to the Fire Marshal adjustment is $15,454 and for the Public Works Operations Manager is $25,875, for a total annual fiscal impact of $41,329.

City’s Strategic Goals:
 Ensure a strong financial outlook through careful planning, sustainable service levels, and fiscal sustainability.
 Nurture an organizational culture where employees are recognized for the delivery of high-quality services to the community.
 Maintain a community where residents and visitors feel safe.

BACKGOUND:

Prior to being adjusted in 2023 the compensation for the City Council was last adjusted in 2006. At the City Council meeting on February 28, 2023 Councilmembers Dillard and Shu brought forward a Council Initiated item titled consideration of requesting staff to conduct a review of the salaries of the Mayor, City Council and City Treasurer for possible adjustments within City policies and by an independent group. The Council Initiated item was approved unanimously by the City Council. Following the approval, an ad hoc subcommittee was created consisting of Councilmembers Dillard and Shu.

DISCUSSION:

Ordinance 2023-2905: On March 16, 2023, the Ad-hoc Subcommittee met and recommended the City Council direct the City Manager to select a five-member Council Salary Adjustment Panel to evaluate the current Council salary as compared to other councils in the region, and bring back a recommendation regarding whether the Council should adjust its salary and if so, identify an appropriate methodology and amount.

On July 25, 2023, the Subcommittee presented the recommendation listed above to the City Council. The Council unanimously approved the Subcommittee’s recommendation.

On October 24, 2023, a representative from the Council Salary Adjustment Panel presented their recommendation to the City Council. Subsequently, the City Council approved an increase to City Council monthly salaries from $1,000 to $1,900 (the

Page 8 of 594 ends

Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 3 of 4
Mayor, as a Councilmember, would receive the same increase). The Mayor would receive an increase to the Mayoral monthly compensation from $1,000 to $1,900 (total $1,900 Council salary + $1,900 Mayoral salary = $3,800). The Treasurer would receive an increase from the current monthly salary of $579 to $1,100.

Additionally, the City Council approved a policy to direct staff to return to City Council in August of non-election years with a recommended adjustment to the monthly compensation for the Mayor, Councilmembers, and City Treasurer.

The Ordinance was adopted after its second reading on November 28, 2023, and amends section 2.04.010 of the La Mesa Municipal Code. The compensation change is effective upon the seating of the new City Council after the General Election held on November 5, 2024, pursuant to California law.

Public Works Operations Manager: The Assistant Director of Public Works currently oversees the Administrative Services Division and Operations Division within the Public Works Department. The Operations Division include 44 full time equivalent employees and contains five supervisors who oversee Park Maintenance, Building Maintenance, Street Maintenance, Wastewater and Storm Drain, and Fleet Maintenance. The Public Works Operations Manager classification has been vacant since 2020 and its salary has not been increased in line with other management positions.

A classification review was conducted based on the needs of the department and in an effort to provide additional coordination and oversight within the Operations Division. Staff proposes amending the annual compensation of the Public Works Operations Manager position from $95,826 - $116,480 to $117,125 – 142,355 to more closely reflect the duties of the position. The proposed salary adjustment will also bring the salary of this position in line with other similar management level positions in the organization.

Fire Marshal: The Fire Marshall position oversees the Fire Prevention Division and provides services to the three Heartland Fire & Rescue cities. This position has been vacant since July 2024 and is currently staffed by an interim Fire Marshal. An external recruitment conducted this summer did not yield a successful candidate. A classification review was conducted and, in an effort to remain competitive within the employment market and reflect the current duties of the position, the proposed salary band will increase the annual salary range from $139,464 - $169,520 to $152,173 - $184,974. This proposed increase reflects the complexity of managing a division across multiple jurisdictions, including understanding and interpreting multiple municipal codes, ordinances, and community development processes.

Page 9 of 594 ends

Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 4 of 4
CONCLUSION:

Staff recommends that the City Council adopt the attached resolution approving salary adjustments to the Compensation Plan for FY 2024-25 for Mayor, Councilmember, and City Treasurer per Ordinance 2023-2905. Staff further recommends that the City Council adopt the attached resolution approving salary adjustments to the Compensation Plan for FY 2024-25 for Public Works Operations Manager and Fire Marshal classifications Reviewed by: Respectfully submitted by:
____________________ ____________________________
Greg Humora Gretchen Spaniol
City Manager Director of Human Resources
Attachments:

A. Resolution of the City Council of the City Of La Mesa Approving Salary Adjustments to the Fiscal Year 2024-25 Compensation Plan Per Ordinance 2023- 2905 Adjustment to Mayor, City Councilmember and City Treasurer Compensation.

B. Resolution of the City Council of the City Of La Mesa Approving Salary Adjustments to the Fiscal Year 2024-25 Compensation Plan for Fire Marshal and Public Works Operations Manager classifications

Page 10 of 594 ends

RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA
APPROVING SALARY ADJUSTMENTS TO THE FISCAL YEAR 2024-2025 COMPENSATION PLAN PER ORDINANCE NO. 2023-2905, ADJUSTMENT TO

MAYOR, CITY COUNCILMEMBER AND CITY TREASURER COMPENSATION WHEREAS, the City of La Mesa is a general law city which derives its power from state law and uses State Governmental Code to enumerate the City’s powers and form of government.

The City of La Mesa employs a Council-Manager form of government. In this arrangement, the City Council is responsible for determining policy, and the City Manager ensures that such policy is implemented; and
WHEREAS, California Government Code Section 20636 and California Code of Regulations Section 570.5 require California Public Employee Retirement System member agencies to maintain and publicly post publicly available pay schedules.

NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED by the City Council of the City of La Mesa, California, as follows:

1. On November 14, 2023, the City Council of the City of La Mesa approved the introduction and first reading of the Ordinance amending Section 2.04.010 of the La Mesa Municipal Code (LMMC) to increase the Mayor, City Councilmember, and City Treasurer compensation.

2. The Ordinance increases the City Councilmember monthly salaries from $1,000 to $1,900 (the Mayor as a Councilmember, would receive the same increase).

3. The Ordinance increases the Mayoral monthly compensation from $1,000 to $1,900 (total $1,900 Councilmember salary + $1,900 Mayoral salary = $3,800 per month).

4. The Ordinance increases the City Treasurer monthly compensation from $579 to $1,100.

5. The Ordinance also directs staff to return to City Council in August of non-election years with a recommended adjustment to the monthly compensation for Mayor, Councilmember, and City Treasurer.

6. On November 28, 2023, the City Council of the City of La Mesa approved the second reading and adoption of Ordinance 2023-2905 amending Section 2.04.010 of the La Mesa Municipal Code to adjust Mayor, City Councilmember, and City Treasurer compensation.

7. The effective date of the salary adjustments shall be upon the seating of the new City Council after the General Election held on November 5, 2024, pursuant to California law;

8. The salary adjustments reflected in this resolution will be effective December 10, 2024;

9. The compensation for all City of La Mesa employees and Council members as set forth and prescribed in the City of La Mesa Compensation Plan for Fiscal Year 2024-25, listing

Page 11 of 594 ends

classifications, salary ranges/bands, and pay steps is hereby approved and accepted. A copy of said compensation plan is attached hereto and made part of hereof by reference, as though the same were set forth in full herein.

BE IT FURTHER RESOLVED the position listings, salary ranges/bands, and pay steps as set forth in the City of La Mesa Compensation Plan for Fiscal Year 2024-25 shall be in full force and effect.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

CERTIFICATE OF CITY CLERK
I, MEGAN WIEGELMAN, City Clerk of the City of La Mesa, California, do hereby certify the foregoing to be a true and exact copy of Resolution No. 2024- , duly passed and adopted by the City Council of said City on the date and by the vote therein recited.

MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

Page 12 of 594 ends

Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly City Councilmember 1,900 Elected 1084 9410 2
City Treasurer 1,100 Elected 1090 8810 1Mayor 3,800 Elected 1234 9410 3 Range #
Step E Step F Step G
Payroll Group Class Code Class Title WC Code
Step A Step B Step C Step D
Salary established by ordinance 2023-2905 (Eff 12/10/24)Salary established by ordinance 2023-2905 (Eff 12/10/24)Salary established by ordinance 2023-2905 (Eff 12/10/24) City of La Mesa
Compensation Plan - Elected Officials FY 2024-2025
EFFECTIVE: 12/10/24, AS AMENDED & APPROVED on 11/26/2024

Page 13 of 594 ends

RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA
APPROVING SALARY ADJUSTMENTS TO THE FISCAL YEAR 2024-2025

COMPENSATION PLAN FOR FIRE MARSHAL AND PUBLIC WORKS

OPERATIONS MANAGER CLASSIFICATIONS
WHEREAS, the City of La Mesa is a general law city which derives its power from state law and uses State Governmental Code to enumerate the City’s powers and form of government.

The City of La Mesa employs a Council-Manager form of government. In this arrangement, the City Council is responsible for determining policy, and the City Manager ensures that such policy is implemented;
WHEREAS, California Government Code Section 20636 and California Code of Regulations Section 570.5 require California Public Employee Retirement System member agencies to maintain and publicly post publicly available pay schedules.

NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED by the City Council of the City of La Mesa, California, as follows:

1. On October 22, 2024, the City Council of the City of La Mesa adopted the resolution approving the FY 2024-25 Compensation Plan to reflect the addition of the Community Cleanup Coordinator classification.

2. That the City Council desires to amend the City of La Mesa Compensation Plan for FY 2024-25 to reflect salary adjustments to the Public Works Operations Manager and the Fire Marshal classifications.

3. The compensation for all City of La Mesa employees and Council members as set forth and prescribed in the City of La Mesa Compensation Plan for Fiscal Year 2024-25, listing classifications, salary ranges/bands, and pay steps is hereby approved and accepted. A copy of said compensation plan is attached hereto and made part of hereof by reference, as though the same were set forth in full herein.

BE IT FURTHER RESOLVED the position listings, salary ranges/bands, and pay steps as set forth in the City of La Mesa Compensation Plan for Fiscal Year 2024-25 shall be in full force and effect.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

Page 14 of 594 ends

MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Assistant City Manager 15,414 88.93 93.38 16,185 16,994 98.04 17,844 102.95 108.09 18,736 NS Mgmt 1036 9410 Assistant Director of Community Development 11,661 67.28 70.64 12,244 12,856 74.17 13,499 77.88 81.77 14,174 NS Mgmt 1146 9410Assistant Director of Public Works 11,661 67.28 70.64 12,244 12,856 74.17 13,499 77.88 81.77 14,174 NS Mgmt 1145 9410Assistant to the City Manager 9,760 56.31 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1037 9410Building Inspection Supervisor 8,232 47.49 49.87 8,644 9,076 52.36 9,530 54.98 57.73 10,007 NS Mgmt 1055 9410Building Official 11,455 66.09 69.39 12,028 12,629 72.86 13,260 76.50 80.33 13,923 NS Mgmt 1069 9410City Attorney 151.68 26,291 NS Mgmt 1078 8810City Clerk 10,353 59.73 62.72 10,871 11,415 65.86 11,986 69.15 72.61 12,585 NS Mgmt 1081 8810City Engineer 11,661 67.28 70.64 12,244 12,856 74.17 13,499 77.88 81.77 14,174 NS Mgmt 1086 9410City Manager 143.55 24,882 NS Mgmt 1087 9410Communications Manager 9,760 56.31 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1106 8810Community Services Manager 8,315 47.97 50.37 8,731 9,168 52.89 9,626 55.53 58.31 10,107 NS Mgmt 1140 9410Deputy Fire Chief 14,425 83.22 87.38 15,146 15,903 91.75 16,698 96.33 101.15 17,533 NS Mgmt 1178 7706Director of Community Development 13,638 78.68 82.62 14,320 15,036 86.75 15,788 91.08 95.64 16,577 NS Mgmt 1138 9410Director of Community Services 13,638 78.68 82.62 14,320 15,036 86.75 15,788 91.08 95.64 16,577 NS Mgmt 1141 9410Director of Finance 13,638 78.68 82.62 14,320 15,036 86.75 15,788 91.08 95.64 16,577 NS Mgmt 1142 9410Director of Human Resources 13,638 78.68 82.62 14,320 15,036 86.75 15,788 91.08 95.64 16,577 NS Mgmt 1151 9410Director of Public Works 13,638 78.68 82.62 14,320 15,036 86.75 15,788 91.08 95.64 16,577 NS Mgmt 1143 9410Director of Public Works / CityEngineer 13,638 78.68 82.62 14,320 15,036 86.75 15,788 91.08 95.64 16,577 NS Mgmt 1144 9410Engineering Project Manager 9,864 56.91 59.75 10,357 10,875 62.74 11,419 65.88 69.17 11,990 NS Mgmt 1153 9410Environmental Manager 9,760 56.31 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1158 9420Finance Manager 9,760 56.31 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1172 8810Fire Chief 16,787 96.85 101.69 17,626 18,507 106.77 19,432 112.11 117.72 20,404 FIRE Mgmt 1177 7706Fire Division Chief 12,681 73.16 76.82 13,315 13,981 80.66 14,680 84.69 88.93 15,414 FIRE Mgmt 1180 7706Fire Marshal 12,681 73.16 76.82 13,315 13,981 80.66 14,680 84.69 88.93 15,414 NS Mgmt 1183 9410Human Resources Manager 9,760 56.31 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1201 8810Human Resources/Risk Manager 10,740 61.96 65.06 11,277 11,841 68.31 12,433 71.73 75.32 13,055 NS Mgmt 1200 8810Information Technology Manager 9,760 56.31 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1207 9410Management Analyst 6,943 40.06 42.06 7,290 7,655 44.16 8,038 46.37 48.69 8,440 NS Mgmt 1231 8810Police Captain 15,557 89.75 94.24 16,335 17,152 98.95 18,010 103.90 109.10 18,911 Police Mgmt 1267 7720Police Chief 18,570 107.13 112.49 19,499 20,474 118.12 21,498 124.03 130.23 22,573 Police Mgmt 1270 7720Police Lieutenant 13,492 77.84 81.73 14,167 14,875 85.82 15,619 90.11 94.62 16,400 Police Mgmt 1279 7720Police Services Manager 56.31 9,760 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1290 9410Public Works Operations Manager 56.31 9,760 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1314 9420Purchasing Officer 46.07 7,986 48.38 8,385 8,804 50.79 9,244 53.33 56.00 9,706 NS Mgmt 1315 8810Records & Elections Manager 49.93 8,655 52.43 9,088 9,542 55.05 10,019 57.80 60.69 10,520 NS Mgmt 1318 8810Risk Manager 56.31 9,760 59.12 10,248 10,760 62.08 11,298 65.18 68.44 11,863 NS Mgmt 1333 9410Senior Accountant 46.07 7,986 48.38 8,385 8,804 50.79 9,244 53.33 56.00 9,706 NS Mgmt 1342 8810Senior Management Analyst 46.07 7,986 48.38 8,385 8,804 50.79 9,244 53.33 56.00 9,706 NS Mgmt 1348 8810Senior Planner 54.88 9,512 57.62 9,988 10,487 60.50 11,011 63.53 66.70 11,562 NS Mgmt 1351 9410Superintendent of Public Works 51.53 8,932 54.11 9,379 9,848 56.82 10,340 59.65 62.64 10,857 NS Mgmt 1357 9420 Step D
Payroll Group Class Code WC Code
Salary Established by Contract Amended 8/13/24 (Effective 7/5/24)Salary Established by Contract Amended 8/13/24 (Effective 7/5/24) Class Title
Step A Step B Step C
Range #
City of La Mesa
Compensation Plan - Management Groups FY 2024-2025
EFFECTIVE: 7/5/24, AS AMENDED & APPROVED 11/26/24
Step E Step F Step G

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REPORT to the MAYOR and MEMBERS of the CITY COUNCIL
From the CITY MANAGER
DATE: November 26, 2024
SUBJECT: RESOLUTION AWARDING THE PURCHASE OF

THREE POLICE INTERCEPTORS UTILITY HYBRIDS

TO SEDANO FORD AND THE OUTFITTING WITH
EMERGENCY EQUIPMENT TO AEP-CALIFORNIA LLC.

ISSUING DEPARTMENT: Police
SUMMARY:

Issues:

1. Should the City Council adopt the resolution to award the purchase of three Ford Police Interceptor utility hybrid vehicles to Sedano Ford?

2. Should the City Council adopt the resolution to award the outfitting of the Ford Police Interceptor utility hybrid vehicles to AEP-California, LLC? Recommendation:

1. That the City Council adopt the resolution to award the purchase of three Ford Police Interceptor utility hybrid vehicles to Sedano Ford.

2. That the City Council adopt the resolution to award the outfitting of three Ford Police Interceptor utility hybrid vehicles to AEP-California, LLC.

Fiscal Impact:

The quoted cost for three new Ford Police Interceptor utility hybrid vehicles is $173,255.46. Local suppliers receive a local preference discount of one-percent for the local sales tax which would be returned to the City after payment is made.

This lowered the total cost to the City to $171,659.79. The quoted cost for the outfitting of three units is $84,399.03. Funds are available for three units in the Equipment Replacement Fund Account 603-65850-143-000000.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 2 of 4
City’s Strategic Goals:
 Maintain a community where residents and visitors feel safe.  Ensure a strong financial outlook through careful planning, sustainable service levels, and fiscal sustainability.

Climate Action Plan Reduction Strategy:
 T-6 Municipal Fleet – Promote efforts that transition municipal vehicle fleet from gasoline- and diesel-powered vehicles to alternative-fuel or lowemissions vehicles.

BACKGROUND:

The La Mesa Police Department marked police vehicle inventory is on a standard replacement schedule. The Fiscal Year 2024/2025 budget allows for three patrol vehicles to be replaced to ensure fleet reliability and due to the excessive expenses related to maintaining vehicles out of warranty from high mileage.

In 2018, the City adopted the Climate Action Plan (CAP), which provides a roadmap to reduce community-wide greenhouse gas emissions. The CAP provides a list of measures and actions, including transitioning municipal vehicle fleet from gasoline and diesel-powered vehicles to alternative-fuel or other low-emissions vehicles.

The CAP Implementation Plan Measure T-6, Municipal Fleet, includes exploring opportunities to integrate alternative fuel options and more efficient vehicles, including hybrid, into the City's fleet as older vehicles become eligible for replacement.

Currently, there is no tested Electric Vehicle (EV) option for police that would be readily available to put into patrol duty. The current lack of charging infrastructure and the structure of the police department patrol vehicle use do not make for the ideal circumstances for conversion to EV at this time. Also, if there is a mutual aid call out, officers may have to drive to rural areas for multiple days that may not have charging capabilities.

DISCUSSION:

The quoted cost for three new Ford Police Interceptor utility hybrid vehicles from Sedano Ford, which has previously provided these vehicles to the City, is $173,255.46.

The vehicles’ outfitting would be provided by AEP-California, LLC, which has outfitted all other police vehicles and is the only qualified vendor for this service in the county, at a quoted cost of $84,399.03.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 3 of 4
The City received quotes from the two Ford dealerships in San Diego County that sell Police Interceptors and have supplied the City in previous years, Kearny Mesa Ford and Sedano Ford, in lieu of conducting a formal bid process that may have required purchasing the vehicles from an unfamiliar dealer outside of our region. A third quote for comparison from the cooperative purchasing contract Sourcewell was not available.

Local suppliers receive a local preference discount of one-percent for the local sales tax which would be returned to the City after payment is made. This lowered the final cost to the City to $171,659.79. The hybrid units use a lithium-ion hybrid battery to power onboard electrical equipment, allowing the engine to shut off, running only intermittently to charge the battery.

The City's Purchasing Officer may waive formal competitive bidding if the commodity being purchased is required to match or be compatible with equipment presently on hand, and the purchase is made from the supplier that supplied such other equipment, per La Mesa Municipal Code Section 2.40.070(a)(3). Purchasing Ford Police Interceptor utility hybrid vehicles and outfitting them to match existing units will keep our patrol fleet consistent for both officers and fleet maintenance.

Under these facts, the circumstances are that Sedano Ford has previously provided Police Interceptors to the City and can provide similar vehicles again at a final cost that is less than Kearny Mesa Ford; and, as such, staff recommends that it is in the best interests of the City to award the purchase of three Ford Police Interceptor utility hybrid vehicles to Sedano Ford without a formal bidding process.

Additional circumstances are that AEP-California, LLC has previously provided the outfitting of Police Interceptors to the City, can provide the similar services and equipment again, and is the only qualified outfitter of the equipment that is currently used; and, as such, staff recommends that it is in the best interests of the City to award the outfitting of three Hybrid Ford Police Interceptor Utility vehicles to AEP-California, LLC without a formal bidding process.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 4 of 4
CONCLUSION:

Staff recommends that the City Council adopt a resolution to award the purchase of three Ford Police Interceptor utility hybrid vehicles to Sedano Ford and the outfitting of the vehicles with emergency equipment to AEP-California LLC.

Reviewed by: Respectfully submitted by:
____________________ ____________________________
Greg Humora Ray Sweeney
City Manager Chief of Police
_________________ __
Scott Munzenmaier
Purchasing Officer
Attachments: Resolution
Pricing

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RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA TO AWARD

THE PURCHASE OF THREE FORD POLICE INTERCEPTOR UTILITY HYBRID

VEHICLES TO SEDANO FORD AND THE OUTFITTING TO AEP-CALIFORNIA, LLC
________________________________________________________________ WHEREAS, the La Mesa Police Department marked police vehicle inventory is on a standard replacement schedule and the Fiscal Year 2024/2025 budget allows for three patrol vehicles to be replaced for fleet reliability and due to high mileage and the excessive expenses related to maintaining vehicles out of warranty;
WHEREAS, the Climate Action Plan (CAP) Implementation Plan Measure T-6, Municipal Fleet, includes exploring opportunities to integrate alternative fuel options and more efficient vehicles, including hybrid, into the City's fleet as older vehicles become eligible for replacement; WHEREAS, the City received quotes from the two Ford dealerships in the region that sell these vehicles to public agencies and Sedano Ford, which receives a local preference discount of one-percent, had the lowest total cost of $171,659.79; WHEREAS, the City received a quote from AEP-California, LLC, the only qualified outfitter of the equipment that is currently used, for $84,399.03; and WHEREAS, the City’s Purchasing Officer may waive formal competitive bidding if the commodity being purchased is required to match or be compatible with equipment presently on hand, and the purchase is made from the supplier that supplied such other equipment, per La Mesa Municipal Code Section 2.40.070(A)(3).

NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED by the City Council of the City of La Mesa, California, that the City Council intends to award the purchase of four Ford Police Interceptor utility hybrid vehicles to Sedano Ford for a pre-discount amount of $173,255.46 and the outfitting to AEP-California, LLC for $84,399.03.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

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MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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THREE 2025 FORD POLICE INTERCEPTOR UTILITIES - HYBRID
Quantity:
3 Unit Total Unit Total
Base Price $ 53,104.00 $ 159,312.00 $ 52,995.00 $ 158,985.00 Taxable Fees $ 85.00 $ 255.00 $ 85.00 $ 255.00
Sales Tax $ 4,521.07 $ 13,563.21 $ 4,511.80 $ 13,535.40 Non-tax Fees $ 41.75 $ 125.25 $ 41.75 $ 125.25
TOTAL $ 57,751.82 $ 173,255.46 $ 57,633.55 $ 172,900.65 Local Dealer Preference $ (531.89) $ (1,595.67)
ADJUSTED TOTAL $ 57,219.93 $ 171,659.79 $ 57,633.55 $ 172,900.65 FINAL AWARD Sedano Ford 173,255.46 $
Sedano Ford Kearny Mesa Ford

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REPORT to the MAYOR and MEMBERS of the CITY COUNCIL
From the CITY MANAGER
DATE: November 26, 2024
SUBJECT: RESOLUTION TO AWARD THE PURCHASE OF A

POLICE INTERCEPTOR UTILITY HYBRID TO KEARNY

MESA FORD USING OPERATION STONEGARDEN
GRANT FUNDS.

ISSUING DEPARTMENT: Police
SUMMARY:

Issues:

Should the City Council adopt the resolution to award the purchase of a Ford Police Interceptor utility hybrid vehicle to Kearny Mesa Ford using Operation Stonegarden Grant funds?
Recommendation:

That the City Council adopt the resolution to award the purchase of one Ford Police Interceptor utility hybrid vehicle to Kearny Mesa Ford using Operation Stonegarden Grant funds.

Fiscal Impact:

The quoted cost for one new Ford Police Interceptor utility hybrid vehicle is $57,633.55. Funds are available in Operation Stonegarden Grant Account 213- 65850-000-213089.

City’s Strategic Goals:
 Maintain a community where residents and visitors feel safe.  Ensure a strong financial outlook through careful planning, sustainable service levels, and fiscal sustainability.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 2 of 3
Climate Action Plan Reduction Strategy:
 T-6 Municipal Fleet – Promote efforts that transition municipal vehicle fleet from gasoline- and diesel-powered vehicles to alternative-fuel or lowemissions vehicles.

BACKGROUND:

The Operation Stonegarden Grant allows for the purchase a Police Interceptor unit to enhance cooperation and coordination among federal, state, tribal and local law enforcement.

DISCUSSION:

The quoted cost for one new Ford Police Interceptor utility hybrid vehicle from Kearny Mesa Ford, which has previously provided these vehicles to the City, is $57,633.55.

The City received quotes from the two Ford dealerships in San Diego County that sell Police Interceptors and have supplied the City in previous years, Kearny Mesa Ford and Sedano Ford, in lieu of conducting a formal bid process that may have required purchasing the vehicles from an unfamiliar dealer outside of our region. As a federal grant, Operation Stonegarden funds would not allow the City to use the local preference discount. A third quote for comparison from the cooperative purchasing contract Sourcewell was not available. The hybrid units use a lithium-ion hybrid battery to power onboard electrical equipment, allowing the engine to shut off, running only intermittently to charge the battery.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 3 of 3
The City's Purchasing Officer may waive formal competitive bidding if the commodity being purchased is required to match or be compatible with equipment presently on hand, and the purchase is made from the supplier that supplied such other equipment, per La Mesa Municipal Code Section 2.40.070(a)(3). Purchasing a Ford Police Interceptor utility hybrid vehicle will keep our patrol fleet consistent for both officers and fleet maintenance.

Under these facts, the circumstances are that Kearny Mesa Ford has previously provided Police Interceptors to the City and can provide a similar vehicle again at a final cost that is less than Sedano Ford; and, as such, staff recommends that it is in the best interests of the City to award the purchase of one Ford Police Interceptor utility hybrid vehicle to Kearny Mesa Ford without a formal bidding process.

CONCLUSION:

Staff recommends that the City Council adopt a resolution to award the purchase of one Ford Police Interceptor utility hybrid vehicle to Kearny Mesa Ford using Operation Stonegarden Grant funds.

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RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA TO AWARD

THE PURCHASE OF A FORD POLICE INTERCEPTOR UTILITY HYBRID

VEHICLE TO KEARNY MESA FORD USING OPERATION STONEGARDEN

GRANT FUNDS
WHEREAS, the Operation Stonegarden Grant is allows for the purchase of a vehicle to enhance cooperation and coordination among federal, state, tribal and local law enforcement; WHEREAS, the Climate Action Plan (CAP) Implementation Plan Measure T-6, Municipal Fleet, includes exploring opportunities to integrate alternative fuel options and more efficient vehicles, including hybrid, into the City's fleet as older vehicles become eligible for replacement; WHEREAS, the City received quotes from the two Ford dealerships in the region that sell these vehicles to public agencies and Kearny Mesa Ford had the lowest per-unit cost of $57,633.55; and
WHEREAS, the City’s Purchasing Officer may waive formal competitive bidding if the commodity being purchased is required to match or be compatible with equipment presently on hand, and the purchase is made from the supplier that supplied such other equipment, per La Mesa Municipal Code Section 2.40.070(A)(3).

NOW, THERFORE, BE IT AND IT IS HEREBY RESOLVED by the City Council of the City of La Mesa, California, that the City Council intends to award the purchase of one Ford Police Interceptor utility hybrid vehicles to Kearny Mesa Ford for $57,633.55.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November, 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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ONE 2025 FORD POLICE INTERCEPTOR UTILITY - HYBRID
Quantity:
1 Unit Total Unit Total
Base Price $ 52,995.00 $ 52,995.00 $ 53,104.00 $ 53,104.00 Taxable Fees $ 85.00 $ 85.00 $ 85.00 $ 85.00
Sales Tax $ 4,511.80 $ 4,511.80 $ 4,521.07 $ 4,521.07
Non-tax Fees $ 41.75 $ 41.75 $ 41.75 $ 41.75
TOTAL $ 57,633.55 $ 57,633.55 $ 57,751.82 $ 57,751.82
FINAL AWARD Kearny Mesa
Ford $ 57,633.55
Kearny Mesa Ford Sedano Ford

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REPORT to the MAYOR and MEMBERS of the CITY COUNCIL
From the CITY MANAGER
DATE: November 26, 2024
SUBJECT: RESOLUTION APPROPRIATING GENERAL FUND

RESERVES FOR IMPLEMENTATION ASSISTANCE

WITH THE NEW PAYROLL AND TIMECARD

SOFTWARE
ISSUING DEPARTMENT: Finance
SUMMARY:

Issues:

Should the City Council appropriate $50,000 from General Fund reserves to contract with ClientFirst Technology Consulting for implementation assistance with UKG Human Capital Management payroll and timecard software? Recommendation:

Appropriate $50,000 from General Fund reserves to contract with ClientFirst Technology Consulting for implementation assistance with UKG Human Capital Management payroll and timecard software.

Fiscal Impact:

Funds are available in General Fund Reserves for appropriation into account 101- 64300-141-000000.

City’s Strategic Goals:
 Ensure a strong financial outlook through careful planning, sustainable service levels, and fiscal sustainability.

Page 29 of 594 ends

Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 2 of 2
BACKGROUND:

The City is in the process of implementing the UKG Human Capital Management (HCM) system for timecard management and payroll processing. The new software will replace existing cumbersome legacy systems and integrate with the recently implemented OpenGov Financial Management system. The use of a consultant is necessary for implementation to ensure the success of the project and to limit the added burden on existing staff.

DISCUSSION:

The Finance Department received a proposal from ClientFirst Technology Consulting to perform UKG HCM System Assessment and Implementation Services. The services will include project coordination with City staff, the preparation of findings and recommendations, and assistance with system configuration, testing, training, and other implementation services as required. ClientFirst has successfully provided these same services for other public agencies implementing the UKG system.

CONCLUSION:

Staff recommends that the City Council appropriate $50,000 from General Fund reserves to contract with ClientFirst Technology Consulting for implementation assistance with UKG Human Capital Management payroll and timecard software.

Reviewed by: Respectfully submitted by:
____________________ ____________________________
Greg Humora Tammi Royales
City Manager Director of Finance
___________________
Scott Munzenmaier
Purchasing Officer
Attachments: Resolution
Agreement

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RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA TO

APPROPRIATE FUNDS FOR UKG HCM SYSTEM ASSESSMENT AND

IMPLEMENTATION SERVICES
WHEREAS, the City is in the process of implementing the UKG Human Capital Management (HCM) system to include payroll and timecard processing and with integrate with the OpenGov Financial Management products;
WHEREAS, the Finance Department received a proposal from ClientFirst Technology Consulting to perform UKG HCM System Assessment and Implementation Services which will include project coordination with City staff, the preparation of findings and recommendations, and assistance for system configuration, testing, training, and other implementation services as required;
WHEREAS, ClientFirst has successfully provided these same services for other public agencies implementing the UKG system; and
WHEREAS, the agreement cost for these services is $50,000 and funds are available in General Fund Reserves for appropriation into account 101-64300-141-000000.

NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED by the City Council of the City of La Mesa, California, that the City Council appropriates $50,000 from General Fund reserves for UKG HCM System Assessment and Implementation Services with ClientFirst Technology Consulting.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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OPTIMAL TECHNOLOGY GUIDANCE
California • Texas • Illinois • North Carolina • 800.806.3080 • Fax 888.478.0495 1 | 13
October 18, 2024
Tammi Royales
Director of Finance
City of La Mesa
8130 Allison Ave
La Mesa, CA 91942
Re: Proposal for UKG HCM Assessment and Implementation Assistance Dear Ms. Royales:

ClientFirst appreciates the opportunity to present our proposal to the City of La Mesa.

The City is in the process of implementing the UKG Human Capital Management (HCM) system. The project began approximately two years ago with the implementation of OpenGov’s Financial Management products but has been delayed multiple times for various reasons.

ClientFirst Technology Consulting recommends an assessment of the UKG implementation plan to identify the outstanding issues that must be addressed. Upon completion of the assessment, we will be in a position to work with the City and the vendor to re-establish go-live plans that occur within a reasonable timeframe.

The assessment process will consist of reviewing project documentation and interviewing functional users and other stakeholders. These interviews are typically referred to as business process workshops, conducted remotely with City staff.

After the workshops are completed, ClientFirst will summarize the outstanding issues identified and assist in developing recommendations and plans to resolve those issues with the vendor.

The City will then be presented with options for moving forward.

Scope of Work
As part of this engagement, ClientFirst will provide the following services:
• Project Coordination—Work with the City's project coordinators(s) to develop an updated project work plan and arrange communications, logistics, and support. Provide ongoing project coordination and status updates.
• Prepare Findings and Recommendations—ClientFirst will prepare and review with the City our findings and recommendation memorandum.
• Vendor Communication—We will work with your current vendor and apply a structured approach to estimate remaining implementation costs from the vendor and ClientFirst for additional setup and configuration services, testing, training, and other implementation services as required.

Assessment Services
ClientFirst will work with City departments to identify the open issues, tasks, and activities that must be resolved for the agency to go live with the UKG Human Capital Management system.

Establishing a list of open issues will allow the City and ClientFirst to prioritize issues, map out a path to resolution, establish timelines, and set expectations with each City division.

EXHIBIT A

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UKG HCM Assessment and Implementation Assistance

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
2 | 13
Roles and Responsibilities
One of the most important aspects of a successful implementation is allocating sufficient resources across the project. Implementation of an enterprise system is an incredibly timeconsuming task, requiring a significant commitment from IT and the departmental user community. ClientFirst will work with City project coordinator(s) to reassess the makeup of the Project Team (Project Management Office or PMO) based on the following:
• Current and Background Roles—Work with the City project coordinator(s) to identify key stakeholders from throughout the organization and understand their current responsibilities, knowledge, and capabilities for the implementation project. • Functional Area Responsibilities—Develop stakeholder teams that include process owners, power users, functional leads, and other cross-functional project team members. • Project Coordinator Availability—Confirm the availability of the City’s project coordinator(s) based on historical estimates and best practices. • Project Management Office (PMO)—Establish the Project Team responsible for:
 Identifying and documenting project requirements
 Addressing the needs, concerns, and expectations of stakeholders  Balancing competing project constraints, including scope, quality, schedule, budget, resources, and risk
• Resource Availability—Determine the daily/weekly availability of the Project Team members, considering their regular job duties, competing projects, and any known periods of inaccessibility.

Recurring Project Assistance
“Recurring Project Assistance” activities represent an average weekly number of hours for project implementation service deliverable activities. We will bill for these weekly hours accumulatively monthly.

The City will assign its own Implementation Project Manager/Coordinator, who will be the City’s primary lead project implementation resource. To assist, ClientFirst will augment the City’s Project Manager by monitoring and overseeing the project process, as well as providing subjectmatter expertise and advisory services. ClientFirst responsibilities would include:
• Using our experience to assist, make recommendations, and counsel the City’s Project Manager/Coordinator and Implementation Project Team as they maneuver through and conduct their implementation activities
• Observing and reporting any anomalies, risks, or red flags that may harm the project schedule, project/system quality, or financial budget
• Providing recommended action plans to resolve or mitigate any of the above anomalies, risks, or red flags
• If requested, mediating disputes or disagreements between the vendor and the City • Making any other observations or recommendations that may improve implementation • Acting as an observer in any performance or acceptance testing

EXHIBIT A

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UKG HCM Assessment and Implementation Assistance

CLIENTFIRST TECHNOLOGY CONSULTING

OPTIMAL TECHNOLOGY GUIDANCE
3 | 13
Optional Additional Implementation Services
• On-call assistance, including:
 Parallel processing issue resolution
 Troubleshooting system configuration and validations
 Reporting configurations and testing
 Training, as needed
• Conduct further detailed review meetings/workshops with the City to document business workflows and reviews that will be used in system setup and parameter configuration. • Review vendor contract(s) and proposed services to identify implementation risks. • Evaluate the vendor’s proposed solution and recommend a path forward, including a statement of work tasks, project timeline, and resources needed for implementation. • Assist with the development of testing and implementation acceptance plans. • Review and assist with the finalization of any Interface/Integration design and delivery review.
• Identify and document all unique custom reporting requirements and identify the tools and means by which these reports will be generated.
• Go-Live support and issue resolution.
• Project Closure Report, including final accounting, future recommendations, and lessons learned.
• Project implementation oversight assistance.
• If requested, mediate disputes or disagreements between the City and the vendor. • Provide recommended action plans to resolve or mitigate any of the above anomalies, risks, or red flags.
• Attend critical working sessions with the City/Vendor Project Manager and Project Team to provide additional oversight for higher-risk tasks.

Fee Summary
Our professional fees are based on the scope and services approach outlined in this proposal on a time and materials basis, plus expenses. Our standard billing rates for these types of services reflect the levels and skill sets of the consultant(s) assigned to specific aspects of the project. This agreement is not to exceed $50,000 without prior written authorization by the City. • Alicia Burns - $ 195 per hour
• Jamie Shell - $ 215 per hour
• David Krout - $ 235 per hour
Scope Changes and Management
Alternative scope changes and fee adjustments are possible and are dependent on specific project needs and staff resources and capabilities. Minor changes to the scope and methodology stated above will not result in a change in our fees.

If the nature or scope of our work should change significantly during the project, we will discuss such matters and their effect on our fees and obtain written approval before proceeding.

Payment Terms
We invoice monthly as work proceeds. ClientFirst will provide a detailed accounting of all consulting time and expenses on the invoice. Payments are due within 30 days of receipt via check or ACH.

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Additional Expenses
Expenses are expected to be primarily for travel, hotel, and miscellaneous, small, budgetingrelated items. These expenses will be billed at cost.

Additional Services/Purchases by Other Seeking Public Agencies ClientFirst acknowledges that other public agencies may seek to “piggyback” under the same terms and conditions of a resulting similar services contract and/or purchases being offered in this contract or proposal. ClientFirst has the option to agree or disagree to allow contract piggybacks on a case-by-case basis. ClientFirst agrees to extend the same pricing, terms, and conditions as stated in this contract or proposal to every political entity, special district, and related non-profit. It is understood that other entities shall make purchases in their name, make payments, and be liable directly to ClientFirst. The agency shall in no way be involved or responsible to ClientFirst for other entities’ purchases.

Acceptance
If you have any questions, feel free to contact me at 951.739.7989 or via email at [email protected] for additional information. We appreciate the opportunity to serve the City of La Mesa.

Sincerely,
David W. Krout, CPA (inactive)
Partner
Management Consulting Practice Leader

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Alicia Burns, PMP, CSP-PO
Management Consultant
Alicia Burns has over 15 years of experience implementing ERP systems for private and public sectors. Her education and experience in implementation have allowed her to obtain knowledge in implementation planning, business process analysis and consulting, system analysis and design, user acceptance testing planning and assistance, end-user training planning, go-live planning, and technical and functional specifications.

Alicia’s implementation career began as a payroll functional lead on the client side of an ERP implementation for a company with 6,000 employees spread across multiple states. She then moved to full-time software implementations for a major private enterprise distributer and transitioned to supporting the public sector.

As she is skilled in Agile project management methodologies, Alicia values client involvement and open communication about projects. She can navigate the twists and turns that a software implementation can bring.

Alicia’s tenure at a major government enterprise software provider allows her to assess business needs, track project flow, and assist clients in developing best practice solutions.

Alicia is committed to delivering high-quality work that meets or exceeds client expectations.

Highlights
• Multi-phased ERP application implementations
• In-depth knowledge of various payroll/HR platforms
• Well-versed in Agile project management methodologies Agency Experience
City of Alameda
City of Burlingame
City of Carlsbad
City of Cathedral City
City of Coronado
City of Diamond Bar
City of Dublin
City of Emporia
City of Farmers Branch
City of Fontana
City of Fountain Valley
City of Gilroy
City of Great Falls
City of Hanford
City of High Point
City of Independence
City of Lancaster
City of Lemoore
City of Long Beach
City of Long Beach Harbor
City of Nampa
City of Oxnard
City of Petaluma
City of Piedmont
City of Plumas
City of Port Hueneme
City of Redlands
City of Richland
City of Richmond
City of Rohnert Park
City of San Bernardino
City of Simi Valley
City of South Gate
City of Tulare
City of Yorba Linda
Town of Windsor
Village of Park Forest
County of Denton
County of Douglas
County of Lassen
County of Mendocino
County of Plumas
East Side Union Highschool District
Muskogee Creek Nation
Muskogee Creek Nation Tribal Health
Maricopa Association of Governments
San Diego Association of Governments
Desert Water Agency
Helix Water District
Las Virgenes Water District
Santa Margarita Water
District
San Bernadino
Municipal Water
District
Golden Gate Bridge,
Highway, and
Transportation District

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Bachelor of Science Information
Technology Management – Cal
State East Bay
• Bachelor of Science Business
Operations and Resource
Management Cal State – East
Bay
• Project Management
Professional (PMP) – PMI
• Certified Scrum Professional –
Product Owner (CPOSP) – Six
Sigma
• Certified Scrum Master

SPECIALTIES
• Project Management
• Business Process Review
• Implementation planning
• Go-live planning
• Best Practice
• Creative Solutions

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CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Project Management
Professional (PMP)
• Bachelor of Science in
Business Administration
and Accounting – Missouri
Western State University

SPECIALTIES
• Certified Prosci Change
Management Practitioner
• Business Process
Reviews
• Applications
Requirements Definition
• Enterprise Applications
Architecture
• Current System Needs
Analysis and Improvement
• New Software Selection
Assistance
• Technology Master
Planning
• Project Management and
Oversight
• Conversion Assistance
and Planning
• Contract Reviews and
Negotiations
Jamie T. Shell, PMP
Director, Enterprise Applications Consulting
Jamie Shell has over 25 years of public sector experience, including ten years working in local government finance (Finance Director) and over 15 years assisting local governments with various information technology needs.

He specializes in working with organizations to identify their strategic, organizational, application, and functional requirements to determine which system and/or specific applications are a proper fit for both the agency and the vendor.

Jamie's background in local government finance, project management, and software implementation has allowed him to work jointly with C-level executives, agency/department heads, and staff to maximize their technology utilization.

Having worked in government and as an enterprise software provider, Jamie brings a unique understanding of the perspectives of both the agency and software vendors.

Highlights
• Former municipal Finance Director
• Served as President of the Eastern Kansas Government Finance Officers Association (2005)
• Former manager of Client Services with one of the largest government ERP vendors
• Former manager of Professional Services with another major government ERP vendors
• Successfully managed onsite and remote projects for over 50 publicsector agencies throughout the United States Agency Experience
City of Alpharetta
City of Atlanta
City of Barrie
City of Batavia
City of Battle Ground
City of Bentonville
City of Branson
City of Carlsbad
City of Cathedral City
City of Cedar Hill
City of Chattanooga
City of Clovis
City of Coronado
City of Dubuque
City of East Point
City of Edmonton
City of Elgin
City of Elmhurst
City of Emporia
City of Evanston
City of Farmers Branch
City of Flagstaff
City of Fort Collins
City of Gallup
City of Glendora
City of Grand Rapids
City of Henderson
City of High Point
City of Hoover
City of Hutto
City of Indianapolis/
Marion County
City of Kansas City
City of Medford
City of Memphis
City of Mesa
City of Miami
City of Minden
City of Naperville
City of New Port Richey
City of Newark
City of Norco
City of Novato
City of Oviedo
City of Pacifica
City of Palm Desert
City of Pearland
City of Petaluma
City of Piedmont
City of Pismo Beach
City of Port Angeles
City of Poulsbo
City of Prescott
City of Richmond
City of Salinas
City of San Bernardino
City of Simi Valley
City of St. Petersburg
City of South Gate
City of Stockton
City of Tracy
City of Tulare
City of Tyler
City of Vacaville
City of West Covina
City of West Hollywood
City of West Lafayette
City of West Sacramento
City of Wilmington
City of Wilton Manors
City of Woodside
County of Clermont
County of Cook
County of Denton
County of Douglas
County of Kauai
County of Lassen
County of Mendocino
County of Nassau
County of New Castle
County of Plumas
County of Ramsey
County of San Juan
County of San Mateo
Town of Cary
Town of New Canaan
Town of Isle of Palms
Town of Prescott Valley
Town of Vail
Town of Windsor
Village of Lincolnwood
State of New Jersey
State of New Mexico
California State Auditor's
Office
California State
Controller's Office
California Office of
Emergency Services
Province of Nova Scotia
State of Hawaii Campaign
Spending Commission
State of Massachusetts
Comptroller's Office
State of Maine Treasurer's
Office
State of New Mexico
Administrative Office of
Courts
State of Rhode Island
Treasurer's Office
State of Virginia Dept of Rail
& Public Transportation
Ewing Marion Kauffman
Foundation
Castaic Lake Water Agency
Coachella Valley MVCD
Coachella Valley Water
District
Commodities Futures
Trading Commission
Cucamonga Valley Water
District
East Bay Regional Park
District
Four Rivers Sanitation
Authority
Los Angeles Community
Development Authority
Las Virgenes Water District
Riverside County Sherrif’s
Department
TrueNorth Educational
Cooperative
Union Sanitary District
West County Wastewater
District
Jurupa CSD

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David W. Krout, CPA (Inactive)
Partner – Enterprise Applications Consulting Practice Leader David Krout has 25 years of experience assisting local governments with a broad scope of information technology needs. He specializes in working with organizations to identify their strategic, organizational, application, and functional requirements to determine which system and/or specific applications are a proper fit for both the agency and the vendor.

David’s unique and diversified background in business management, accounting, and management consulting has given him the ability to collaborate with C-level executives and department staff from a practical, business-management perspective to maximize their technology utilization.

Having also worked for a leading local government enterprise software provider, David brings a unique understanding of consulting, client representation, and vendor relationships to the collaboration between the agency and software vendors.

Highlights
• Served on the National Committee for Information Technology for the Institute of Management Accountants
• Former President, Institute of Management Accountants, Inland Empire Chapter
• Former Government IT Consulting Manager for RSM McGladrey, the nation’s fifth-largest CPA and consulting firm
• Featured speaker for the California Society of Municipal Finance Officers (CSMFO), Municipal Information Systems Association of California (MISAC), and Texas Association of Government Information Technology Managers
• Project lead with over 100 public-sector agencies throughout the United States
Agency Experience
City of Albany
City of Batavia
City of Bloomington
City of Brentwood
City of Brisbane
City of Burbank
City of Burlington
City of Camarillo
City of Carlsbad
City of Cathedral City
City of Cedar Hill
City of Chico
City of Chino
City of Clovis
City of Colton
City of Corona
City of Coronado
City of Dana Point
City of Dublin
City of Emporia
City of Farmers Branch
City of Foster City
City of Gastonia
City of Healdsburg
City of Hemet
City of High Point
City of Highland Park
City of Hutto
City of Indio
City of La Habra
City of La Puente
City of Laguna Niguel
City of Lake Forest
City of Larkspur
City of Lomita
City of Manassas Park
City of Menlo Park
City of Mission Viejo
City of Mountain View
City of Murrieta
City of Newark
City of Novato
City of Pacifica
City of Palm Desert
City of Palmdale
City of Pelham
City of Petaluma
City of Piedmont
City of Rancho Mirage
City of Redlands
City of Rialto
City of Riviera Beach
City of Rosemead
City of St. Helena
City of Salisbury
City of San Bernardino
City of San Gabriel
City of San Jacinto
City of San Leandro
City of Sandpoint
City of Shawnee
City of Sierra Madre
City of Simi Valley
City of South Gate
City of Tracy
City of Tustin
City of West Covina
City of West Des Moines
City of West Sacramento
City of Whittier
City of Wilton Manors
City of Windsor
County of Buncombe
County of Butte
County of Denton
County of Douglas
County of Lassen
County of Mendocino
County of Orange
County of Plumas
County of Riverside
County of San Bernardino
Town of Danville
Town of Groton
Town of Hillsborough
Town of Truckee
Town of Windsor
Town of Woodside
Village of Glencoe
Village of Lincolnwood
Village of Northfield
Village of Oswego
Village of Park Forest
Village of River Forest
Coachella Valley MVCD
East Bay Regional Park
District
El Toro Water District
Four Rivers Sanitation
Authority
Jurupa Community
Services District
Las Angeles Community
Development Authority
Las Virgenes Municipal
Water District
Mesa Water District
Midpeninsula Regional
Open Space District
Ramona Municipal Water
District
Rincon del Diablo Water
District
Riverside County Sherrif’s
Office
Rosamond Community
Services District
Salisbury-Rowan Utilities
San Bernardino Municipal
Water
Walnut Valley Water District
West County Wastewater
District
Western Municipal Water
District
Castaic Lake Water Agency
Castro Valley Sanitary
District
Cucamonga Valley Water
District
Gastonia Water & Power
Glendale Water and Power
TrueNorth Educational
Cooperative

CREDENTIALS, DEGREES,

AND AFFILIATIONS
• Certified Public Accountant
(CPA) (Inactive)
• Bachelor of Science in
Business Administration
and Accounting – CSU
San Bernardino

SPECIALTIES
• Business Process Reviews
• Applications Requirements
Definition
• Enterprise Applications
Architecture
• Current System Needs
Analysis and
Improvement
• New Software Selection
Assistance
• Technology Master
Planning
• Project Management and
Oversight
• Conversion Assistance and
Planning
• Contract Reviews and
Negotiations
It has been absolutely key to this
project that ClientFirst, especially
Dave, knows the governmental
environment, its limitations and its
opportunities.
—Director of Administrative
Services
CA Municipality
(Inactive)

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Firm Qualifications
Enterprise Applications Consulting Practice Profile
ClientFirst’s enterprise applications consulting team has been conducting these specific types of assessments, process reviews, procurements, and implementation assistance for over 20 years.

ClientFirst leverages this experience to the client’s
advantage through a unique approach to software
selection. This approach considers the vendor’s
perspective while working with clients to navigate the
complexities of software assessment, selection, contract negotiation, and implementation.

We identify an organization’s strategy, organizational, application, and functional requirements—specific to the client’s business processes—to determine which
solutions are the best fit for both customer and vendor.

Our clients appreciate the honesty and diligence with
which we conduct our projects, and many clients continue relying on our services after their first project with us.

The level of risk and the probability of achieving a
successful implementation are directly related to the
amount of proper due diligence employed. At ClientFirst, we take every possible step to decrease this risk level through best practices.

Because of the level of due diligence that we require, software vendors welcome the opportunity to respond to our RFP documents. This gives your organization a chance to find the best functionality fit by evaluating an adequate number of qualified vendor responses.

Enterprise Application Consulting Services

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Government Technology
Focusing on local governments means that we understand the unique needs, processes, protocols, and political nuances involved in the industry. This understanding and experience ensures that our strategies and recommendations are practical in all respects. Our management team’s career experience includes over 3,500 projects for more than 500 local government agencies.

Local Presence and Practice Locations
We have a local presence with extensive experience in California. ClientFirst is a national firm with practices located in California, Illinois, Texas, and North Carolina.

Corona, CA Schaumburg, IL San Antonio, TX Charlotte, NC Business Management Approach
We understand that not all government executives are versed in the latest technology issues and opportunities. Therefore, our approach and deliverables provide a business-management perspective that allows the layperson the ability to understand the technology issues, strategies, and potential solutions required to make more informed business decisions.

Practical Recommendations
We believe in using technology as a tool to meet the
agency’s business objectives; we do not apply technology just for technology’s sake. We are serious in our quest to provide clients with practical solutions that meet their requirements. Sometimes, the proper solution includes cuttingedge technology. However, a cost-effective and practical solution using proven technology is often the most beneficial.

True Independence
ClientFirst believes in practicing true independence. We do not resell products nor maintain relationships that would result in any add-on profit margins or referral fees. Our interest is in putting the client first by finding optimum solutions (i.e., the greatest value at the lowest competitive cost) to meet their needs.

National Recognition
Many of the industry’s leading vendors recognize our consultants' work nationally. They appreciate the fairness and objectivity we demonstrate when dealing with their organizations.

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Industry Recognition
CIO Review
ClientFirst has been featured in CIO Review as one of the “20 Most Promising Government Technology Solution Providers”.

National Speakers
ClientFirst personnel have conducted educational sessions at national and local conferences, such as CSMFO, MISAC, and GFOA.

ClientFirst has such a broad and wellrounded experience with cities that they already have a good idea of what
will or won't work. Other vendors we
have worked with don't have this
depth of experience and suggest
solutions that are unrealistic in a city
government environment.
— IT Director
CA Municipality

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Diversified Experience
We have extensive experience with a wide variety of organizations, technologies, and processing environments. In addition, we have significant market knowledge regarding software and hardware providers and are well-informed about vendor and industry developments.

Integrated Technology Solutions Groups
Whatever the agency’s technology needs are, we offer a unique combination of experts in their given disciplines who can guide technology decisions, planning, implementation, and management, chosen according to the specific needs of each project, working as an integrated team to provide end-to-end consulting and support services.

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Consultants’ Collective Experience
We understand that the experience of the individual consultants is a significant factor in hiring a firm to conduct the project on your behalf. Our consultants have extensive public-sector experience in their respective careers, including projects with the following agencies:

California
City of Albany
City of Azusa
City of Big Bear Lake
City of Brentwood
City of Brisbane
City of Burbank
City of Calabasas
City of Camarillo
City of Carlsbad
City of Chico
City of Chino
City of Clovis
City of Colton
City of Corona
City of Coronado
City of Downey
City of Dublin
City of Escondido
City of Foster City
City of Glendora
City of Healdsburg
City of Hemet
City of La Habra
City of La Puente
City of Laguna Niguel
City of Larkspur
City of Lathrop
City of Lomita
City of Menlo Park
City of Mission Viejo
City of Montclair
City of Murrieta
City of Pacifica
City of Pacific Grove
City of Palm Desert
City of Palmdale
City of Piedmont
City of Pismo Beach
City of Port Hueneme
City of Rancho Cucamonga
City of Rancho Mirage
City of Redlands
City of Rialto
City of Rohnert Park
City of Rosemead
City of Sacramento
City of San Clemente
City of San Gabriel
City of San Jacinto
City of San Pablo
City of San Rafael
City of Seal Beach
City of Sierra Madre
City of Simi Valley
City of South Gate
City of South Pasadena
City of South San Francisco
City of Tustin
City of Upland
City of Vacaville
City of West Covina
Town of Danville
Town of Hillsborough
Town of Truckee
Town of Yucca Valley
County of Butte
County of Mariposa
County of Mendocino
County of Riverside
County of San Bernardino
County of Tuolumne
County of Yolo
CA-NV American Water
Works Association
Castaic Lake Water Agency
Castro Valley Sanitary District
Cucamonga Valley Water
District
Glendale Water and Power
Hayward Area Recreation
and Park District
Irvine Unified School District
Jurupa Community Services
District
Livermore Area Recreation
and Park District
Midpeninsula Regional Open
Space District
Newhall County Water District
Piedmont Police and Fire
Ramona Municipal Water
District
Rincon del Diablo Municipal
Water District
Rosamond Community
Services District
San Bernardino Municipal
Water
San Mateo Fire District
San Marino Unified School
District
Southern California Coastal
Water Research
Sweetwater Authority
Walnut Valley Water District
West County Wastewater
District
Western Municipal Water
District
Colton Joint Unified School
District
Irvine Unified School District
Lake Elsinore Unified School
District
Menifee Unified School
District
Mesa Water District
Mountain View School District
Romoland School District
West Covina Unified School
District
Ohlone Community College
San Jose Community College
University of California
Berkeley
University of California San
Francisco
UCSF Medical Center
Stanislaus Council of
Governments
Mechoopda Indian Tribe
Alabama
City of Pelham
Arizona
County of Maricopa
Connecticut
City of Bristol
City of New Haven
Groton Police and
Communications Dispatch
Town of Groton
Florida
City of Cape Coral
City of Deerfield Beach
City of Dunedin
City of Fort Lauderdale
City of Pompano Beach
City of Port St. Lucie
City of Riviera Beach
Idaho
City of Sandpoint
Illinois
City of Bloomington
City of Champaign
City of Countryside
City of Crystal Lake
City of Highland Park
City of Joliet
City of Lake Forest
City of Moline
City of Morton Grove
City of Naperville
City of Oakbrook Terrace
City of Orland Park
City of Prospect Heights
City of Rockford
City of Rock Island
City of St. Charles
City of Waukegan
City of Wood Dale
County of DuPage County
County of Peoria County
County of Sangamon County
County of Winnebago County
Village of Arlington Heights
Village of Cary
Village of Glencoe
Village of Kenilworth
Village of Lake Barrington
Village of Libertyville
Village of Lincolnwood
Village of Matteson
Village of Norridge
Village of Northbrook
Village of Northfield
Village of Oak Brook
Village of Oak Park
Village of Oswego
Village of Palos Park
Village of River Forest
Village of Riverside
Village of Westmont
Village of Wheeling
DuPage County Health Dept.

Batavia Public School District
Central Community Unit
School District 301
Champaign County Forest
Preserve District
Civitas Schools
Community High School
District 99
Community Unit High School
District 205
Community Unit School
District 300
Community Unit School
District 308
Consolidated High School
District 230
Consolidated School District
Gower School District
Hampton School District 29
Harlem School District 122
Harrison School District 36
Harvard Community Unit
School District
Harvey School District 152
Hinsdale Township High
School District 86
Indian Prairie Community Unit
School District 204
J. Sterling Morton High
School District 201
Lake Zurich Community Unit
School District 95
Mount Prospect School
District 57
Naperville Community Unit
School District 203
Naperville Park District
Norridge Park District
Oswego School District 308
Pace Suburban Bus Division
Park Ridge Schools
Port Byron Central School
District
Posen-Robbins SD 143.5
Prospect Heights School
District
Riverside Public School
District 96
Rockford Public Library
Rock River Water
Reclamation District
Sherrard Community Schools
St. Charles School District
Sunset Ridge School District
Township High School District
214
Wheaton-Warrenville School
District 200
Winnetka Public Schools
District 36
Lake Forest College
Lincolnwood Public Library
Oak Park Library
Oswego Library District
Park District of Highland Park
Indiana
The University of Notre Dame
Indianapolis Public Library
Indianapolis Public Schools
Iowa
City of Ankeny
City of Bettendorf
City of Burlington
City of Cedar Rapids
City of New Hampton
City of West Des Moines
County of Johnson
County of Linn
State of Iowa
Burlington Community School
District
Cedar Rapids Community
School District
Davenport School District
Diocese of Davenport
Catholic Schools
Dubuque Community School
District
Knoxville Community School
District
Mason City School District
North Scott School District
Des Moines Area Community
College
Cedar Falls Utilities
Kansas
City of Shawnee
Michigan
University of Michigan
Lake Superior State
University
Minnesota
County of Anoka
Nevada
Town of Pahrump
County of Nye
New York
City of Batavia
Village of Ossining
North Carolina
City of Burlington
City of Gastonia
City of High Point
City of Kinston
City of Mount Airy
City of Salisbury
Arc of Stanley County
County of Buncombe
County of Cabarrus
County of Davie
County of Orange
St. Augustine College
Wake Forest University
Eastern Band of Cherokee
Indians
Salisbury Rowan Utilities
Ohio
County of Cuyahoga
County of Montgomery
South Dakota
Rapid City Area Schools
Texas
City of Dallas
City of Pflugerville
City of University Park
County of Denton
Corpus Christi Fire
Highland Park Police and Fire
International Bank of
Commerce
River Oaks Country Club
State Bank of Texas
University of
Texas Health Science
Center
Westwood Country Club
Utah
Washington County School
District
Virginia
Commonwealth of Virginia
City of Manassas Park
Wisconsin
City of Appleton
City of Brookfield
City of Eau Claire
City of Wauwatosa
City of West Allis
County of Brown
County of Kenosha
County of Milwaukee
County of Waukesha
HIDTA Milwaukee
Diocese of Madison Catholic
Schools
Madison School District
Shorewood School District
Whitnall School District
West Allis School District

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Areas of Expertise
The consultants assigned to this engagement have direct experience in a broad range of products and services.

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REPORT to the MAYOR and MEMBERS of the CITY COUNCIL
From the CITY MANAGER
DATE: November 26, 2024
SUBJECT: RESOLUTION APPROVING A REVISED

REIMBURSEMENT AGREEMENT WITH THE CITY OF

SAN DIEGO FOR REPLACEMENT OF A PORTION OF
SEWER MAIN AND ASSOCIATED 70TH STREET

RESURFACING
ISSUING DEPARTMENT: Public Works
SUMMARY:

Issues:

Should the City of La Mesa approve a revised reimbursement agreement with the City of San Diego in the amount of $283,135 to replace a portion of sewer main in 70th Street and associated street resurfacing?
Recommendation:

Adopt the attached resolution approving a revised reimbursement agreement with the City of San Diego in the amount of $283,135 to replace a portion of sewer main in 70th Street and associated street resurfacing.

Fiscal Impact:

Funds for the project are available in the following Capital Improvement Project accounts:

ACCOUNT REQUESTED AVAILABLE
Sewer Improvements 23 301-230SF 143,525.00 316,647.09
Street Reconstruction 25 302-255TR 139,610.00 699,900.00 TOTAL 283,135.00 1,016,547.09

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 2 of 3
City’s Strategic Goals:
 Invest in infrastructure to serve the needs of the community.

Climate Action Plan Reduction Strategy:

This item indirectly supports implementation of CAP measure W-3, Pure Water Program by reducing the inflow and infiltration to the sewer system requiring treatment.

BACKGROUND:

The City of San Diego has been working towards construction of the Montezuma/Mid-City Project Phase 2 (Project) for many years. The Project proposes to install a 66-inch waterline from the Alvarado Treatment Plant to its Montezuma Pipeline facilities as part of San Diego’s effort to improve the reliability of water supply to its residents.

The Project will impact City of La Mesa infrastructure and traffic flow for almost a year.

The scope of the project in La Mesa includes tunneling under I-8 Freeway at Lake Murray Boulevard and continuing installation of the waterline to the Alvarado Treatment Plant on Kiowa Drive. During the construction, the City of San Diego’s contractor, W.A. Rasic Construction Company Inc., will install two boring pits; one in the parking lot of Denny’s restaurant on Alvarado Road and one in front of the Shell gas station on Lake Murray Boulevard. The pipe installation will include both boring and open trench installations.

In order to facilitate the traffic flow, San Diego will be temporarily removing the first two medians on Lake Murray Boulevard. The width gained as a result of removing the medians will allow for construction of temporary auxiliary travel lanes that will reduce the impact to traffic flow. The medians, street lights, landscaping and hardscaping will be reconstructed according to La Mesa’s standards at the end of the project.

The City of San Diego will be providing extensive outreach to all affected residents in La Mesa and San Diego. San Diego is planning to hire a public relation consultant that will notify the residents of the upcoming construction and any updates prior and during the construction. A callback number will be provided to all residents.

City of La Mesa staff reviewed San Diego’s construction plans and assessed the impacts to La Mesa’s infrastructure. During the plan check two items of work needing replacement/rehabilitation were identified; portions of an aging sewer pipe within Lake Murray Boulevard and road resurfacing on northbound 70th Street from Saranac Avenue to Alvarado Road. The segment of the sewer that is impacted by San Diego’s construction will be replaced at no charge to La Mesa. The City of San Diego has agreed to replace the remaining contiguous segment of sewer of sewer on a cost reimbursement basis.

Agreeing to let San Diego install the sewer and street resurfacing for the City of La Mesa

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 3 of 3
provides logistic and Caltrans permitting advantages to the City. Construction management services for this project was approved by the City Council per resolution 2020-089 and will be paid for by the City of San Diego.

DISCUSSION:

In August 2024, the City of San Diego issued a Notice to Proceed to W.A. Rasic Construction Company Inc. for the Montezuma/Mid-City Project Phase 2. The reimbursement agreement has been revised based on the updated bid schedule and history of the project and reissued. The scope of the project and the terms of the reimbursement agreement have not changed.

CONCLUSION:

Staff recommends that the City Council approve a revised reimbursement agreement with the City of San Diego in the amount of $283,135 to replace a portion of sewer main in 70th Street and associated street resurfacing.

Reviewed by: Respectfully submitted by:
____________________ ____________________________
Greg Humora Michael Throne, PE
City Manager Director of Public Works
____________________________
Carly Cubberley, PE
Engineering Project Manager
Attachments: A: Resolution – Construction and Reimbursement Agreement between the City of San Diego and the City of La Mesa for Montezuma/Mid-City Pipeline Phase 2 Project
B: Draft Agreement – Construction and Reimbursement
Agreement between the City of San Diego and the City of La Mesa for Montezuma/Mid-City Pipeline Phase 2 Project

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RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA

APPROVING A REVISED REIMBURSEMENT AGREEMENT WITH THE CITY

OF SAN DIEGO FOR SEWER MAIN AND STREET RESURFACING WORK WHEREAS, the City of La Mesa has a strategic goal to invest in infrastructure to serve the needs of the community;
WHEREAS, the City of San Diego has awarded a contract to construct a water pipe for San Diego’s Montezuma/Mid-City Project Phase 2;
WHEREAS, the Montezuma/Mid-City Project will encroach onto the City of La Mesa affecting the City of La Mesa’s infrastructure;
WHEREAS, the City of San Diego has agreed to replace certain segments of La Mesa sewer lines on Lake Murray Boulevard and resurface La Mesa’s portion of 70th Street that are outside of the City of San Diego’s project scope;
WHEREAS, the City of La Mesa negotiated a reimbursement agreement with the City of San Diego to reimburse San Diego for the cost of work listed above based on the bid schedule that was current at the time;
WHEREAS, the City of La Mesa City Council adopted the reimbursement agreement in August 2020 per resolution 2020-088;
WHEREAS, the City of San Diego terminated the construction contract in December 2020 which the reimbursement agreement costs were based upon; and WHEREAS, the City of La Mesa negotiated a revised reimbursement agreement with the City of San Diego to reimburse San Diego for the cost of work listed above based on the bid schedule of the current construction contract.

NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED by the City Council of the City of La Mesa, California, that the City Council authorizes the Mayor to sign the revised reimbursement agreement with the City of San Diego for $283,135.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

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CERTIFICATE OF THE CITY CLERK
I, MEGAN WIEGELMAN, City Clerk of the City of La Mesa, California, do hereby certify the foregoing to be a true and exact copy of Resolution No. 2024- , duly passed and adopted by the City Council of said City on the date and by the vote therein recited.

MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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CONSTRUCTION AND REIMBURSEMENT

AGREEMENT

BETWEEN

THE CITY OF SAN DIEGO
AND

THE CITY OF LA MESA
FOR MONTEZUMA /MID CITY PIPELINE PHASE 2 PROJECT (ADD NUMBER)

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Mid City Pipeline Phase 2 / S-11026

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THIS AGREEMENT, entered by and between THE CITY OF SAN DIEGO (San Diego), a municipal corporation, and the CITY OF LA MESA (La Mesa), a municipal corporation, is made with reference to the following:

RECITALS
A. San Diego desires to construct the Montezuma/Mid City Pipeline Phase 2 and 70th Alvarado to Saranac Sidewalk project (“Project”), which will, among other things, include installation of a new, redundant 66-inch diameter Cement Lined and Coated Steel transmission water main from Alvarado Water Treatment Plant to the intersection of 69th and Mohawk Street.

The scope of the Project within the City of La Mesa is as follows:

1. Tunneling under I-8 freeway from a boring pit in Denny’s Restaurant parking lot to a receiving pit located at the intersection of Lake Murray Boulevard and Wisconsin Avenue.

2. Installation of the water pipe by means of open trench along Lake Murray Boulevard from the receiving pit (a) above to the Alvarado Treatment Plant.

B. La Mesa has requested that, as part of the Project, San Diego replace approximately 140 feet of additional 8-inch sewer main located at Lake Murray Blvd to the intersection of Connecticut/Wisconsin and resurface North bound 70th Street in La Mesa (the “La Mesa Improvements”) as shown in the attached Exhibit “A.” C. San Diego prepared plans and specifications for construction of the Project. La Mesa prepared plans and specifications for construction of the La Mesa Improvements, which shall be included in the scope of Project. The plans and specifications for the La Mesa Improvements are attached and incorporated herein as Exhibit “A.” D. San Diego originally advertised and awarded a construction contract for the Project to James W. Fowler Co. in the amount of $33,6391377.20, which included bid items for the La Mesa Improvements. In January 2020, San Diego issued a Notice to Proceed to James W.

Fowler Co. for construction of the Project. In August 2020, San Diego and La Mesa entered into a “Construction and Reimbursement Agreement” (H207183) in the amount of $194,465 to cover the costs of the La Mesa Improvements. In February 2022, due to unforeseen Project delays, the construction contract between San Diego and James W. Fowler Co. was terminated before any of the La Mesa Improvements were constructed.

E. San Diego advertised and awarded a new construction contract to W. A. Rasic Construction Company, Inc. for the Project in the amount of $40,125,000, which includes bid items for the La Mesa Improvements. Said bid items and cost summary is attached hereto and incorporated herein as Exhibit “B1.”

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Mid City Pipeline Phase 2 / S-11026

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F. San Diego and La Mesa wish to terminate the previous August 2020 “Construction and Reimbursement Agreement” (H207183) and enter into this Agreement for construction and reimbursement of the La Mesa Improvements.

NOW, THEREFORE, in consideration of the above recitals and the mutual covenants and conditions contained in this Agreement, and for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, San Diego and La Mesa agree as follows:

ARTICLE I

PREVIOUS AGREEMENT

1.1 Termination of the Previous Agreement. Immediately upon the Effective Date, this Agreement shall terminate and supersede the August 2020 “Construction and Reimbursement Agreement” (H207183) between San Diego and La Mesa in its entirety.

ARTICLE II

RESPONSIBILITIES

2.1 San Diego

2.1.1 Construction. San Diego shall administer and manage construction of the Project, including the La Mesa Improvements.

2.1.2 Prevailing Wages. San Diego will comply with the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., which requires the payment of prevailing wage rates and the performance of other requirements on certain “public works” projects. San Diego shall defend, indemnify and hold La Mesa, its Council, members of the Council, employees, agents and authorized volunteers free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon San Diego, its Contractor and all subcontractors to comply with all California Labor Code provisions, which include but are not limited to prevailing wages, employment of apprentices, hours of labor and debarment of contractors and subcontractors.

2.1.3 Changes in the Work. San Diego will invoice La Mesa for La Mesa’s portion of the progress payment to the contractor as earned by Contractor.

If it is determined during construction that additional funds are required to complete La Mesa’s Improvements, San Diego will notify La Mesa that additional funds are required. La Mesa reserves the right to review, opine on, approve or disapprove any additional

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Mid City Pipeline Phase 2 / S-11026

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claims. Upon reaching an agreement on potential additional costs, an amendment to this Agreement will be executed to fund the additional costs.

2.1.4 Warranty San Diego shall and hereby does, guarantee all work for a period of one (1) year after date of acceptance of work and shall repair or replace any and all such work at no cost to La Mesa.

2.2. La Mesa

2.2.1 Inspection. Any work that is installed as part of this reimbursement agreement, notwithstanding other similar conditions under the permitting of the Project shall be conducted by a La Mesa assigned inspector. No uninspected or unapproved work will be paid for. San Diego will notify La Mesa when the La Mesa Improvements have been completed and ready for inspection. La Mesa will have 2 working days to inspect the La Mesa Improvements and 30 calendar days to generate a punch list. Upon completion of the punch list, La Mesa shall accept the La Mesa Improvements and deem the work as complete.

2.2.2 Payment. La Mesa shall provide payment to San Diego in the amount of $283,135 (not including any additional costs for changes in work pursuant to section 2.3 above) for the La Mesa Improvements as set forth in Exhibit “B.” The progress invoice will be mailed to La Mesa upon the performance of work by the contractor to the satisfaction of La Mesa Inspector. La Mesa shall pay the approved invoices within 30 days of receipt of the invoice.

ARTICLE III

DURATION OF AGREEMENT

3.1 Term of Agreement. This Agreement shall be effective on the date it is executed by the last party to sign the Agreement (“Effective Date”) and continue until construction of, and reimbursement for, the La Mesa Improvements. In no event shall the term of this agreement exceed five years unless authorized by ordinance of the San Diego City Council and by resolution of the City of La Mesa.

ARTICLE IV

INDEMNIFICATION

4.1 Defense. San Diego shall defend La Mesa and their elected officials, officers, employees, representatives, and agents against any and all claims asserted or liability claimed for damages or injuries to any person or property, including injury to La Mesa’s officers, employees, invitees, guests, agents, or contractors, which arise out of or are in any manner directly or indirectly connected to the San Diego’s work performed pursuant to this agreement, and all expenses of investigating and defending against same; provided, however, that La Mesa’s duty to

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Mid City Pipeline Phase 2 / S-11026

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defend shall not include any claims or liability arising from the gross negligence, recklessness, or intentional misconduct of La Mesa and their elected officials, officers, employees, representatives, and agents or for any claims or liability arising from La Mesa’s work performed pursuant to this Agreement.

4.2 Mutual Indemnification

4.2.1 Indemnification by San Diego. San Diego shall indemnify and hold La Mesa and their elected officials, officers, employees, representatives, and agents harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to La Mesa’s officers, employees, invitees, guests, agents, or contractors, which arise out of or are in any manner directly or indirectly connected with the San Diego’s work performed pursuant to this Agreement, and; provided, however, that San Diego’s duty to indemnify and hold harmless shall not include any claims or liability arising from negligence either active or passive, recklessness, or intentional misconduct of La Mesa and their elected officials, officers, employees, representatives, and agents or for any claims or liability arising from La Mesa’s work performed pursuant to this Agreement.

4.2.2 Indemnification by La Mesa. La Mesa shall indemnify and hold San Diego and their elected officials, officers, employees, representatives, and agents harmless from and against any and all claims asserted or liability established for damages or injuries to any person or property, including injury to San Diego’s officers, employees, invitees, guests, agents, or contractors, which arise out of or are in any manner directly or indirectly connected with the La Mesa’s work performed pursuant to this Agreement, and; provided, however, that La Mesa’s duty to indemnify and hold harmless shall not include any claims or liability arising from negligence either active or passive, recklessness, or intentional misconduct of San Diego and their elected officials, officers, employees, representatives, and agents or for any claims or liability arising from San Diego’s work performed pursuant to this Agreement.

IN WITNESS WHEREOF, this agreement is executed by the City of San Diego, acting by and through its Mayor or his designee, pursuant to Resolution Number ________________, authorizing such execution, and by La Mesa.
[Signatures begin on the following page]

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Mid City Pipeline Phase 2 / S-11026

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CITY OF LA MESA
I HEREBY CERTIFY that I can legally bind the City of La Mesa, and that I have read all of this Agreement and have executed it on behalf of the City of La Mesa on this ________________ day of __________, 2024.

By: ____________________________________ DATE: __________________ Mark Arapostathis
Mayor
City of La Mesa
I HEREBY APPROVE the form of the foregoing Agreement this ___________ day of _________________, 2024.

By: _____________________________________________________ Glenn Sabine, City Attorney, City of La Mesa

CITY OF SAN DIEGO
By: _____________________________________________ DATE: _________________ Add name Purchasing & Contracting
I HEREBY APPROVE the form of the foregoing Agreement this ___________ day of _________________, 2024.

By: _____________________________________________________ Adam Wander, Deputy City Attorney, City of San Diego

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Mid City Pipeline Phase 2 / S-11026

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Exhibit B1
Cost Summary for La Mesa Improvements
Item Description Quantity Unit
LM Cost
Share
Percentage
Unit Price Item Total
8‐Inch Sewer Main 140 LF 100% $325.00 $45,500.00
8‐Inch Sewer Main 234 LF 50% $325.00 $38,025.00
Manholes (5ft x 3ft) (Lake Murray Blvd) 2 EA 100% $20,000.00 $40,000.00 Manholes (5ft x 3ft) (Lake Murray Blvd) 2 EA 50% $20,000.00 $20,000.00 Cold Mill AC Pavement (2 Inch) 99900 SF 50% $0.80 $39,960.00 Asphalt Concrete Overlay (2 Inch) 1020 TON 50% $165.00 $84,150.00 Adjust Existing Manhole Frame and Cover to
Grade 6 EA 50% $1,000.00 $3,000.00
Adjust existing Gate Valve Frame and Cover to
Grade 2 EA 50% $1,000.00 $1,000.00
Adjust Existing Survey Monument to Grade 1 EA 50% $1,000.00 $500.00 Striping (70th St and Lake Murray Blvd) 1 LS 50% $22,000.00 $11,000.00 Total $283,135.00
Sewer $143,525.00
Resurfacing $139,610.00
Total La Mesa reimbursement agreement $283,135.00

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REPORT to the MAYOR and MEMBERS of the CITY COUNCIL
From the CITY MANAGER
DATE: November 26, 2024
SUBJECT: RESOLUTION AUTHORIZING THE CITY OF SAN DIEGO

TO ACT ON BEHALF OF THE CITY OF LA MESA AND

SUBMIT A CALRECYCLE WASTE TIRE ENFORCEMENT

GRANT APPLICATION, EXECUTE NECESSARY

DOCUMENTS TO SECURE THE GRANT FUNDS, AND

IMPLEMENT THE GRANT ACTIVITIES
ISSUING DEPARTMENT: Public Works
SUMMARY:

Issues:

Should the City Council adopt a resolution authorizing the City of San Diego to act on behalf of the City of La Mesa and submit a CalRecycle waste tire enforcement grant application, to execute necessary grant documents to secure the grant funds, and to implement the grant activities?
Recommendation:

That the City Council adopt a resolution authorizing the City of San Diego to act on behalf of the City of La Mesa and submit a CalRecycle waste tire enforcement grant application, to execute necessary grant documents to secure the grant funds, and to implement the grant activities.

Fiscal Impact:

There is no fiscal impact associated with this action.

City’s Strategic Goals:
 Promote a high quality of life that current and future generations can afford to call home.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 2 of 3
Climate Action Plan Reduction Strategy:
 SW-3 Divert 75% Waste from Landfill – Maximize waste diversion (75% diversion rate) in the City through zero waste strategy and best practices.

BACKGROUND:

In 1990, the California Legislature enacted comprehensive requirements for the storage and disposal of used and waste tires. A waste tire is a tire that is no longer mounted on a vehicle and is no longer suitable for use as a vehicle tire due to wear, damage, or deviation from the manufacturer's original specifications. These requirements enhance efforts to reduce, recycle, and reuse solid waste generated in the state, thereby preserving landfill capacity while protecting public health, public safety, and the environment.

For every new tire purchased in California, a tire fee of $1.75 is collected to be deposited into a special fund for waste tire-related programs and grants. CalRecycle’s Local Government Waste Tire Enforcement (TEA) Grant provides funding to the City of San Diego - Solid Waste Local Enforcement Agency (LEA) for waste tire enforcement activities. The LEA has historically applied for waste tire grant funding on behalf of the cities of Chula Vista, Imperial Beach, El Cajon, Lemon Grove, Poway, and La Mesa to help enforce waste tire regulations. No matching funds are required and all eligible expenses are reimbursed to LEA as the grantee to administer and implement the program.

DISCUSSION:

LEA staff perform waste tire facility inspections, and survey tire dealers, auto dismantlers, tire haulers, fleet service facilities, and other points of waste tire generation to ensure compliance with all applicable laws and regulations. Businesses identified as waste tire generators will be subject to periodic inspections depending on their level of compliance.

The grant program involves routine inspections every one to three years and focuses on educating the business owners of their responsibilities and the dangers of improperly stored waste tires. If necessary, LEA staff will investigate illegal tire disposal activities.

On rare occasions, CalRecycle may take necessary enforcement action against noncompliant operators. There are currently 23 businesses within La Mesa subject to waste tire inspections.

Grant awards will be announced and agreements distributed in early 2025. The attached resolution would authorize LEA to represent the City in future grant cycles for up to five years (until December 2029), and the City would have the ability to opt out of the

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 3 of 3
additional cycles.by passing a new resolution. CalRecycle releases new grant cycles each year.

CONCLUSION:

Staff recommends that the City Council adopt a resolution authorizing the City of San Diego to act on behalf of the City of La Mesa and submit a CalRecycle waste tire enforcement grant application, to execute necessary grant documents to secure the grant funds, and to implement the grant activities.

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RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA

AUTHORIZING THE CITY OF SAN DIEGO TO ACT ON BEHALF OF THE CITY OF

LA MESA AND SUBMIT A CALRECYCLE WASTE TIRE ENFORCEMENT GRANT

APPLICATION, EXECUTE NECESSARY DOCUMENTS TO SECURE THE GRANT

FUNDS, AND IMPLEMENT THE GRANT ACTIVITIES
WHEREAS, Public Resources Code sections 40000 et seq. authorize CalRecycle to administer various grant programs in furtherance of the state of California's (State) efforts to reduce, recycle, and reuse solid waste generated in the state, thereby preserving landfill capacity while protecting public health, public safety, and the environment; WHEREAS, funds are allocated and available from CalRecycle for grants to cities and counties regulatory authority to perform enforcement/compliance and surveillance activities of entities and/or individuals involved with the waste tire industry; WHEREAS, CalRecycle’s Local Government Waste Tire Enforcement (TEA) Grant provides funding to the City of San Diego - Solid Waste Local Enforcement Agency (LEA) for waste tire enforcement activities;
WHEREAS, procedures established by the State and CalRecycle require each Applicant's governing body to certify by resolution its approval of the submittal of Grant Applications to CalRecycle for up to five years; and
WHEREAS, the LEA has agreed to perform waste tire activities on behalf of the City of La Mesa until 2029 or until another resolution is passed by the City of La Mesa’s City Council prior to the passing of five years.

NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED by the City Council of the City of La Mesa, California, that the City Council authorizes the City of San Diego - Solid Waste Local Enforcement Agency (LEA) to submit to CalRecycle Collaborative Applications for the Local Government Waste Tire Enforcement Grants for the next five years until 2029 on its behalf; unless the City Council retracts said authorization by resolution prior to the commencement of the fiscal year it desires to withdraw from participation.

BE IT FURTHER RESOLVED, that the LEA is hereby authorized and empowered to execute all grant-related documents necessary to secure grant funds and to implement and carry out the purposes specified in the grant applications.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

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MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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REPORT to the MAYOR and MEMBERS of the CITY COUNCIL
From the CITY MANAGER
DATE: November 26, 2024
SUBJECT: RESOLUTION ACCCEPTING RFP 25-08, PAVEMENT

CONDITION INDEX PROJECT AND AWARDING A

CONTRACT TO APPLIED RESEARCH ASSOCIATES,
INC.

ISSUING DEPARTMENT: Public Works
SUMMARY:

Issues:

Should the City Council approve the attached Resolution accepting RFP 25-08, Pavement Condition Index Project, to Applied Research Associates, Inc. in the amount of $69,640?
Recommendation:

The City Council approve the attached Resolution accepting RFP 25-08, Pavement Index Project, to Applied Research Associates, Inc. in the amount of $69,640.

Fiscal Impact:
25-08 Pavement Condition Index Project

ACCOUNT NAME
FUND

SOURCE GL ACCOUNT
AMOUNT

REQUESTED
AMOUNT

AVAILABLE
Pavement Management
System 21 RTIP-LAM 33 302-2219TR $ 60,000 $ 60,000
Street Improvements 25 HUTA 302-2257FT $ 9,640
$
559,160
Total: $ 69,640
$
619,160

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 2 of 3
City’s Strategic Goals:
 Invest in infrastructure to serve the needs of the community.  Ensure a strong financial outlook through careful planning, sustainable service levels, and fiscal sustainability.
 Promote a high quality of life that current and future generations can afford to call home.

BACKGROUND:

Staff has determined it would be advantageous to prepare an updated roadway pavement analysis to recommend what types of pavement rehabilitation should be performed to which street sections to best prolong and maintain roadway pavement life.

The Pavement Condition Index Project aims to provide the City and its staff with important information on citywide pavement condition and ride quality on all streets, determine roadway deterioration trends, refine and optimize construction funding to meet the City’s budget, and provide the best service within that budget, and create a robust, long-term maintenance plan.

DISCUSSION:

On August 14, 2024, a request for proposals was advertised. On September 11, 2024, three proposals were received electronically. After consideration and review, Applied Research Associates, Inc. was determined to be the most qualified, experienced, and cost-effective consultant with a base proposal of $69,640, as shown in Attachment “C” Scope of Work and Fee Schedule.

The 25-08 Pavement Condition Index Project has sufficient funds in TransNet and gas tax (HUTA) street program accounts for the base proposal. Contract time for completion of the project is 90 working days.

CONCLUSION:

Staff recommends that the City Council adopt the attached resolution accepting RFP 25- 08, Pavement Condition Index Project, and awarding the contract to Applied Research Associates, Inc. in the amount of $69,640.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 3 of 3
Respectfully submitted by:
____________________ _______________________
Greg Humora Michael Throne, PE
City Manager Director of Public Works
Respectfully submitted by:
__________________
Tristan Leger
Assistant Engineer
Attachments: A – Resolution (Applied Research Associates, Inc, RFP 25-08 Award) B – Applied Research Associates RFP 25-08 PMS Agreement C – Scope of Work and Fee Schedule

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RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA
ACCEPTING BID 25-08 AND AWARDING A CONTRACT TO APPLIED
RESEARCH ASSOCIATES, INC. FOR THE PAVEMENT CONDITION INDEX

PROJECT
WHEREAS, one of the strategic goals of the City of La Mesa is to invest in infrastructure to serve the needs of the community;
WHEREAS, the City advertised a request for proposals on August 14, 2024; WHEREAS, the City received three proposals on the opening date of September 11, 2024; and
WHEREAS, based on the qualifications, experience, and cost, Applied Research Associates, Inc. was found to be a responsive and responsible bidder.

NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED by the City Council of the City of La Mesa, California, that:

The proposal from Applied Research Associates, Inc. in the amount of $69,640 for Bid 25-08, Pavement Condition Index Project, was determined to be a responsive and responsible proposal. Said proposal is on file in the office of the City Clerk.

BE IT FURTHER RESOLVED that the Mayor is hereby authorized to accept and execute a contract with Applied Research Associates, Inc. to perform the work at the prices set forth in said proposal.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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City of La Mesa

SPECIALIZED PROFESSIONAL SERVICES AGREEMENT
Pavement Index Project

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Specialized Professional Services Agreement #25-08
Title: Pavement Index Project
2 TABLE OF CONTENTS

1. AGREEMENT FOR SPECIALIZED PROFESSIONAL SERVICES............................

2. ENGAGEMENT OF CONSULTANT............................................................................

3. SERVICES TO BE PERFORMED BY CONSULTANT...............................................

4. KEY PROJECT PERSONNEL .......................................................................................

5. CONSULTANT...............................................................................................................

6. CITY REPRESENTATION ............................................................................................

7. RESPONSIBILITIES OF THE CITY .............................................................................

8. PERFORMANCE SCHEDULE......................................................................................

9. COMPENSATION TO CONSULTANT ........................................................................

10. RECORDS.......................................................................................................................

11. METHOD OF COMPENSATION..................................................................................

12. ITEMS TO BE DELIVERED TO CITY.........................................................................

13. DESIGN CHANGES OR REVISIONS...........................................................................

14. ADDITIONAL SERVICES OUTSIDE SCOPE .............................................................

15. HOLD HARMLESS ........................................................................................................

16. INSURANCE...................................................................................................................

17. OWNERSHIP OF WORK...............................................................................................

18. ASSIGNABILITY ...........................................................................................................

19. INTEGRATION; AMENDMENTS ................................................................................

20. NOTICES.........................................................................................................................

21. DISPUTE RESOLUTION...............................................................................................

22. TERMINATION OF AGREEMENT FOR CAUSE OR CONVENIENCE...................

23. BUSINESS LICENSE .....................................................................................................

24. INTEREST OF MEMBERS OF THE CITY...................................................................

25. INTEREST OF CONSULTANT AND EMPLOYEES; .................................................

26. FACILITIES AND EQUIPMENT ..................................................................................

27. INDEPENDENT CONTRACTOR..................................................................................

28. PERS ELIGIBILITY INDEMNIFICATION .................................................................

29. TIME................................................................................................................................

30. CONSULTANT NOT AGENT.......................................................................................

31. NON-DISCLOSURE.......................................................................................................

32. SUBCONTRACTING .....................................................................................................

33. CHANGES.......................................................................................................................

34. JOB SITE SAFETY.........................................................................................................

35. PREVAILING WAGES FOR PUBLIC WORKS PROJECTS.......................................

36. CONFLICT BETWEEN AGREEMENT AND OTHER DOCUMENTS ......................

37. SIGNATURES.................................................................................................................

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Specialized Professional Services Agreement #25-08
Title: Pavement Index Project
3 1. AGREEMENT FOR SPECIALIZED PROFESSIONAL SERVICES
Between the City of La Mesa and
Applied Research Associates of New Mexico, Inc.
for Pavement Index Project
This Agreement is entered into by City of La Mesa as of _____________, by and between the City of La Mesa, a municipal corporation, hereinafter referred to as "the City", and Applied Research Associates of New Mexico, Inc., hereinafter referred to as "Consultant." WITNESSETH THAT:

WHEREAS, the City Council has adopted Resolution No. 2024-____; WHEREAS, the City has need for professional services to perform citywide pavement condition assessment services and is willing to compensate Consultant for such services; WHEREAS, this Agreement is based on Request for Proposals 25-08; WHEREAS, the City desires to engage Consultant to render certain technical and professional services in the providing of said professional services; and WHEREAS, Consultant is qualified to provide said professional services for citywide pavement condition assessment service.

NOW THEREFORE, the parties do mutually agree as follows:

2. ENGAGEMENT OF CONSULTANT
The City hereby agrees to engage Consultant and Consultant hereby agrees to perform the services set forth in this Agreement. This Agreement shall be for an initial 90-day term from the execution date of the Agreement.

3. SERVICES TO BE PERFORMED BY CONSULTANT
Consultant shall commence performance of the Project upon execution of this Agreement by both parties. The term "Project" as used in this Agreement shall include all of the tasks and items listed and described in Exhibit A, attached hereto and incorporated herein as part of this Agreement.

4. KEY PROJECT PERSONNEL
Consultant agrees to provide the services of Phillip R. Donovan, PhD, PE - Principal Engineer, respectively, for the full term of this Agreement. No substitutions will be made without prior written approval by the City. The City reserves the right to request specific qualifications for personnel substituted under this section.

5. CONSULTANT
Consultant will utilize the services of the following sub-consultants during the course of this study:

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4 None.

Consultant will utilize the following software during the course of the study:

Paver
TM Software
Payment for such services shall be the responsibility of the Consultant. No substitution of proposed software shall be made without prior written approval by the City.

6. CITY REPRESENTATION
The Director of Public Works for the City of La Mesa, or their designated representative, shall represent the City in all matters pertaining to the services rendered pursuant to this Agreement and shall administer said Agreement on behalf of the City. This person shall hereinafter be referred to as the "City's Representative."

7. RESPONSIBILITIES OF THE CITY
The City will provide the Consultant, or cause to be provided with, the following documents, services and site information, at no charge to the Consultant.

A. Previous pavement condition surveys.

B. City roadway inventory and infrastructure details as required.

8. PERFORMANCE SCHEDULE
Both Consultant and the City recognize that time is of the essence in the completion of this work and the following schedule is dependent upon timely actions by the Consultant and the City.

Accordingly, the Consultant shall complete all of the work outlined in Exhibit A and described in this Agreement in accordance with the following schedule:

Performance Schedule
Task Target Date Working days used Working days remaining Paver Data Implementation 12/13/2024 11 79
Pavement Condition Survey 1/10/2025 29 61
Determine Pavement Condition Index 1/24/2025 38 52
Budget Analysis 2/21/2025 57 33
Final Report Draft 3/7/2025 67 23
Final Report Presentation 3/25/2025 79 11
Software Training 4/3/2025 85 5

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5 The Consultant shall not be responsible for damages or be in default or deemed to be in default by reason of strikes, lockouts, accidents, or acts of God, or failure of City to furnish timely information or to approve or disapprove Consultant's work promptly, or delay or faulty performance by City, or governmental agencies.

9. COMPENSATION TO CONSULTANT
Final payment of fees shall be upon delivery of approved final documents. Progress payments shall be made based upon evidence that the work is progressing satisfactorily as determined by the City's Project Manager and substantiated with detailed invoices. Progress invoices shall be sent to the city on the First Wednesday of Each Month for the previous months work.

The amount to be billed shall be based on the Consultant schedule of fees for professional services and the actual time required for each activity. The schedule of fees and estimated time for the project are as shown in Exhibit A attached hereto and incorporated herein as part of this Agreement.

The total fee for professional services shall be billed on a time-and-material basis with a total amount not to exceed $69,640 as described on page 20 of Exhibit A.

10. RECORDS
Consultant shall maintain adequate records to permit inspection audit of Consultant's time-andmaterial charges under this Agreement. Consultant shall make such records available to the City and to other public agencies responsible for approval, funding or auditing the project, during normal business hours upon reasonable notice. Nothing herein shall convert such records into public records and they will be available only to the City or to public agencies involved with approval, funding or audit functions. Such records shall be maintained by the Consultant for three (3) years following completion of the work under this Agreement.

11. METHOD OF COMPENSATION
The City shall compensate Consultant for the services performed hereunder on a monthly basis within thirty (30) calendar days of receipt of Consultant's invoice for the services performed. The Consultant shall provide documentation regarding time-and-material charges sufficient to meet normal auditing practice. Copies of the invoices for materials in excess of $500 and sub-Consultant charges shall be submitted with the request for periodic payment.

The City shall promptly review invoicing and notify Consultant of any objection thereto in writing within fifteen (15) days of receipt of the invoice; absent such objection the invoice shall be deemed proper and acceptable.

In the event that any undisputed invoice is not paid within thirty (30) calendar days after receipt of the invoice by the City, it shall commence bearing interest on the date that the invoice was rendered at the rate of 1% per month and the City agrees to pay all accrued interest, together with the charges for services rendered.

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6 12. ITEMS TO BE DELIVERED TO CITY
The following items shall be delivered by the Consultant to the City of La Mesa:

QUANTITY; TARGET DATE
Delivery Schedule
Task Date Working days used Working days remaining
Pavement Condition Index (Excel or Paver) 1/24/2025 38 52 Final Report Draft 3/7/2025 67 23
Final Report Presentation 3/25/2025 79 11
Software Training 4/3/2025 85 5

13. DESIGN CHANGES OR REVISIONS
No design changes or revisions will be required and no payment therefor will be made except pursuant to the provisions of this Agreement. No extra compensation shall be paid the Consultant for revisions required by reason of omissions or errors by the Consultant in the preparation of the original document, plans, working drawings, or specifications. Changes to the scope of this Agreement shall be negotiated prior to commencement of extra work.

14. ADDITIONAL SERVICES OUTSIDE SCOPE
Only after written authorization from the City, additional services that Consultant could provide, or cause to be provided, include the following:

A. Additional work related to the Project but not included in the Scope of Work.

B. Additional work caused by changes unrelated to the Scope of Work described herein.

Consultant will be compensated for Consultant time and direct personnel expenses as approved by the City.

15. HOLD HARMLESS
Indemnity for Professional Services. To the furthest extent allowed by law, Consultant shall indemnify, hold harmless and defend City and each of its elected officials, officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage), and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees and litigation expenses) that arise out of, pertain to, or relate to the negligence, recklessness or willful misconduct of Consultant, its

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7 principals, officers, employees, agents or volunteers in the performance of professional services under this Agreement.

Other Indemnities. Other than in the performance of professional services, and to the fullest extent allowed by law, Consultant shall indemnify, hold harmless and defend City and each of its elected officials, officers, officials, employees, agents and volunteers from any and all loss, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage), and from any and all claims, demands and actions in law or equity (including reasonable attorney's fees and litigation expenses) arising or alleged to have arisen directly or indirectly out of performance of this Agreement.

Consultant’s obligations under the preceding sentence shall apply regardless of whether City or any of its elected officials, officers, officials, employees, agents or volunteers are negligent, but shall not apply to any loss, liability, fines, penalties, forfeitures, costs or damages caused solely by the gross negligence, or caused by the willful misconduct, of City, or any of its elected officials, officers, officials, employees, agents or volunteers.

If Consultant should subcontract all or any portion of the services to be performed under this Agreement, Consultant shall require each subconsultant to indemnify, hold harmless and defend City and each of its elected officials, officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraphs.

This section shall survive termination or expiration of this Agreement.

16. INSURANCE
Throughout the life of this Agreement, Consultant shall pay for and maintain in full force and effect all policies of insurance required hereunder with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated not less than "A- VII" in Best's Insurance Rating Guide, or (ii) authorized by the City Manager or his/her designee at any time and in his/her sole discretion. Consultant shall provide City with certificates of insurance (COI) evidencing all coverages and endorsements. Consultant agrees to name City, its elected officials, officers, officials, employees, agents and volunteers as additional insured under said policy prior to providing the services in this Agreement. The following policies of insurance are required:

A. COMMERCIAL GENERAL LIABILITY insurance which shall be at least as broad as the most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01 and include insurance for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non-owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Agreement) with limits of liability of not less than the following:
o $1,000,000 per occurrence
o $2,000,000 general aggregate

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8 o $5,000 medical expense
B. ADDITIONAL INSURED ENDORSEMENT CERTIFICATE
C. WAIVER OF SUBROGATION
D. COMMERCIAL AUTOMOBILE LIABILITY insurance which shall be at least as broad as the most current version of Insurance Service Office (ISO) Business Auto Coverage Form CA 00 01 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limits of liability of not less than $1,000,000 per accident for bodily injury and property damage.

E. WORKERS' COMPENSATION insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.

F. PROFESSIONAL LIABILITY (Errors and Omissions) insurance appropriate to Consultant’s profession, with limits of liability of $2,000,000 per claim/occurrence and $2,000,000 policy aggregate.

The certificate holder should be stated as:

City of La Mesa Attn: Risk Management, 8130 Allison Avenue, La Mesa, CA 91942 In the event Consultant purchases an Umbrella or Excess insurance policy(ies) to meet the minimum limits of insurance set forth above, this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies).

Should Consultant maintain insurance with broader coverage and/or limits of liability greater than those shown above, City requires and shall be entitled to the broader coverage and/or the higher limits of liability maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

Consultant shall be responsible for payment of any deductibles contained in any insurance policies required hereunder and Contractor shall also be responsible for payment of any self-insured retentions. Any deductibles or self-insured retentions must be declared to, and approved by, the City Manager or his/her designee. At the option of the City Manager or his/her designee, either:
(i) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects to City, its elected officials, officers, officials, employees, agents and volunteers: or (ii) Consultant shall provide a financial guarantee, satisfactory to City Manager or his/her designee, guaranteeing payment of losses and related investigations, claim administration and defense expenses. At no time shall City be responsible for the payment of any deductibles or self-insured retentions.

All policies of insurance required hereunder shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after 30 calendar day written notice has been given to City. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, Consultant shall furnish City with

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9 a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for City, Consultant shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than 15 calendar days prior to the expiration date of the expiring policy.

The General Liability and Automobile Liability insurance policies shall be written on an occurrence form and shall name City, its elected officials, officers, officials, employees, agents and volunteers as an additional insured. Such policy(ies) of insurance shall be endorsed so Consultant's insurance shall be primary and no contribution shall be required of City, its elected officials, officers, officials, employees, agents and volunteers. The coverage shall contain no special limitations on the scope of protection afforded to City, its elected officials, officers, officials, employees, agents or volunteers. The Workers’ Compensation insurance policy shall contain a waiver of subrogation as to City, its elected officials, officers, officials, employees, agents and volunteers.

If the Professional Liability (Errors and Omissions) insurance policy is written on a claims-made form:

A. The retroactive date must be shown, and must be before the effective date of this Agreement or the commencement of work by Consultant.

B. (ii) Insurance must be maintained and evidence of insurance must be provided for at least 5 years after completion of the work or termination of the Agreement, whichever first occurs.

C. (iii) If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the effective date of the Agreement, or work commencement date, Consultant must purchase extended reporting period coverage for a minimum of 5 years after completion of the work or termination of the Agreement, whichever first occurs.

D. A copy of the claims reporting requirements must be submitted to City for review.

E. These requirements shall survive expiration or termination of the Agreement.

Consultant shall furnish City with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received by City and approved by City Manager or his/her designee prior to City’s execution of the Agreement and before work commences. Upon request of City, Consultant shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement.

If at any time during the life of this Agreement or any extension, Consultant or any of its subConsultant's fail to maintain any required insurance in full force and effect, all work under this

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10 Agreement shall be discontinued immediately, and all payments due or that become due to Consultant shall be withheld until notice is received by City that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to City. Any failure to maintain the required insurance shall be sufficient cause for City to terminate this Agreement. No action taken by City hereunder shall in any way relieve Consultant of its responsibilities under this Agreement.

The fact that insurance is obtained by Consultant shall not be deemed to release or diminish the liability of Consultant, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify City and its elected officials, officers, officials, employees, agents and volunteers shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Consultant. Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of Consultant, its principals, officers, employees, agents, persons under the supervision of Consultant, vendors, suppliers, invitees, Consultant, sub-consultants, or anyone employed directly or indirectly by any of them.

If Consultant should subcontract all or any portion of the services to be performed under this Agreement, Consultant shall require each sub-Consultant to provide insurance protection in favor of City, its elected officials, officers, officials, employees, agents and volunteers in accordance with the terms of each of the preceding paragraphs, except that the subcontractors' certificates and endorsements shall be on file with Consultant and City prior to the commencement of any work by the sub-consultant.

17. OWNERSHIP OF WORK
All finished or unfinished documents, studies, reports, computer files and materials prepared by Consultant and sub-consultants under this Agreement shall be considered the property of the City and will be turned over to the City upon demand, but in any event, upon completion of the Project.

The Consultant shall be allowed to retain copies of documents for his permanent records, if desired.

18. ASSIGNABILITY
Consultant shall not assign, delegate, or transfer this Agreement or any work hereunder, nor assign any monies due or to become due hereunder, except as expressly stated herein. In no event shall any contractual relation be created between any third party and the City without prior written consent of the City. A consent to one assignment shall not be deemed to be consent to any subsequent assignment.

19. INTEGRATION; AMENDMENTS
This Agreement sets forth the entire understanding of the parties with respect to the subject matter herein. There are no other agreements, expressed or implied, oral or written, except as set forth herein. This Agreement may be amended upon written mutual consent of both parties hereto.

Amendment requiring changes in compensation shall be subject to the City's change order procedures.

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11 20. NOTICES
Notices and requests to the City or Consultant shall be delivered at the following addresses, either served personally on the designated representative or by U.S. Postal Service at the following addresses:

City:
• Director of Public Works
• City of La Mesa
• 8130 Allison Ave, La Mesa, CA 91942
• (619) 667-1166
Consultant:
• Principal Engineer
• Applied Research Associates of New Mexico, Inc.
• 165 S Chestnut Street, Ventura, CA, 93001
• (217) 356-4500

21. DISPUTE RESOLUTION
The City shall require that all Consultant agree to submit any unresolved claims, counterclaims, disputes, controversies and other matters between them and the City or the Consultant and/or any sub-consultants of any tier arising out of or relating to their agreement with the City or the breach thereof (“disputes”) first to mediation and then if not resolved, to non-binding arbitration prior to initiating suit or judicial proceeding.

If applicable – As provided in Public Contract Code section 9204, any claim filed by the Consultant on a public works project shall be reviewed by the City with 45 days and a written statement will be provided to the Consultant identifying what portion of the claim is disputed and what portion is undisputed. Upon receipt of a claim, the City and the Consultant may, by mutual agreement, extend the time period or it may be extended to allow City Council approval. The Consultant shall include reasonable documentation to support the claim. Any payment due on an undisputed portion of the claim shall be processed and made within 60 days after the City issues its written statement.

22. TERMINATION OF AGREEMENT FOR CAUSE OR CONVENIENCE
If, through any cause, the Consultant shall fail to fulfill in timely and proper manner his obligations under this Agreement, or if the Consultant shall violate any of the covenants, agreements, or stipulations of this Agreement, the City shall thereupon have the right to terminate this Agreement immediately by giving written notice to the Consultant of such termination and specifying the effective date thereof. In such event, all finished or unfinished documents, data, studies, surveys,

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12 drawings, maps, models, photographs and reports prepared by the Consultant under this Agreement shall, at the option of the City, become its property and the Consultant shall be entitled to receive just and equitable compensation for any work satisfactorily completed hereunder.

In addition to termination for cause, the City may terminate this Agreement for City’s convenience upon not less than fifteen (15) days written notice to Consultant. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement unless said notice provides otherwise. If this Agreement is terminated as provided in this paragraph for City’s convenience, the Consultant shall be required to provide to City all finished or unfinished documents, data, studies, services, etc., prepared by the Consultant as may be requested by City and such work shall become City’s property upon payment to Consultant for the value of the work performed, less payments of compensation previously made.

Notwithstanding the above, the Consultant shall not be relieved of liability to the City for damages sustained by the City by virtue of any breach of the Agreement by the Consultant, and the City may withhold any payments to the Consultant for the purpose of set-off until such time as the exact amount of damages due the City from the Consultant is determined.

23. BUSINESS LICENSE
The Consultant, including all subcontractors, shall obtain a business license for work within the City of La Mesa pursuant to La Mesa Municipal Code Sections 6.08.010 through 6.08.240.

No payments shall be made to any Consultant until such business license has been obtained, and all fees paid therefor, by the Consultant and all sub-consultants. Business license applications and information may be obtained from the Finance Department, City Hall, 8130 Allison Avenue, La Mesa, CA 91942-5502, (619) 667-1118 or online at cityoflamesa.us/buslic.

24. INTEREST OF MEMBERS OF THE CITY
No member of the governing body of the City and no other officer, employee, or agent of the City who exercises any functions or responsibilities in connection with the planning and carrying out of the program, shall have any personal financial interest, direct or indirect, in this Agreement; and the Consultant shall take appropriate steps to assure compliance.

25. INTEREST OF CONSULTANT AND EMPLOYEES;

STATEMENT OF ECONOMIC INTERESTS
The Consultant covenants that he presently has no interest and shall not acquire interest, direct or indirect, in the study area or any parcels therein or any other interest which would conflict in any manner or degree with the performance of his services hereunder. The Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed. City may require Consultant to complete and submit a Form 700, Statement of Economic Interests, in accordance with applicable law, to City Clerk.

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13 26. FACILITIES AND EQUIPMENT
Consultant shall, at its sole cost and expense, furnish all facilities and equipment which may be required for furnishing services pursuant to this Agreement.

27. INDEPENDENT CONTRACTOR
At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement; however, City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement.

28. PERS ELIGIBILITY INDEMNIFICATION
In the event that Consultant's employee and/or agent providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employer and employee contributions for PERS benefits on behalf of the employee as well as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the City.

Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant's employees providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation and benefit including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contributions to be paid by City for employer contributions and/or employee contributions for PERS benefits.

29. TIME
Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary for satisfactory performance of Consultant's obligations pursuant to this Agreement.

30. CONSULTANT NOT AGENT
Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.

31. NON-DISCLOSURE
The designs, plans, reports, investigations, materials and documents prepared or acquired by the Consultant pursuant to this Agreement (including any duplicate copies kept by the Contractor) shall not be shown to any other public or private person or entity, except as authorized by the City.

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14 The Consultant shall not disclose to any other public or private person or entity any information regarding the activities of the City except as authorized by the City.

32. SUBCONTRACTING
None of the services covered by the Agreement shall be subcontracted without the prior consent of the City. The Consultant shall be as fully responsible to the City for the acts and omissions of his sub-consultants, and of persons either directly or indirectly employed by them, as he is for the acts and omissions of persons directly employed by him. The Consultant shall insert in each subcontract appropriate provisions requiring compliance with the labor standards provisions of this Agreement.

33. CHANGES
The City may, from time to time, request changes in the Scope of Services of the Contract to be performed hereunder. Such changes, including any increase or decrease in the amount of the Consultant's compensation, which are mutually agreed upon by and between the City and the Consultant shall be incorporated to this Contract.

34. JOB SITE SAFETY
The general or prime Consultant who is responsible for means, methods and procedures of the project shall be responsible for job site safety.

The prime Consultant and all sub-consultants of all tiers shall:

A. Be responsible for the safety of their respective employees as required by law.

B. Come under the jurisdiction and supervision of the general or prime Consultant's job site safety program.

C. Exercise reasonable care to avoid risk of injury to others as required by the professional standard of care.

D. Follow any traffic control plans or standards as required by permits, the City, or inspectors representing the City Engineer.

35. PREVAILING WAGES FOR PUBLIC WORKS PROJECTS - IF APPLICABLE A. No professional Contractor or subcontractor subject to the requirements of State of California’s prevailing wages may be awarded a contract, or contracted with, for a public works project (submitted on or after April 1, 2015) unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 [with limited exceptions from this requirement for bid purposes only under Labor Code section 1771.1(a)].

B. This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.

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15 36. CONFLICT BETWEEN AGREEMENT AND OTHER DOCUMENTS
In the event of a conflict between this Agreement and any documents incorporated by reference in this Agreement, the terms and conditions of this Agreement shall supersede those contained in any such document incorporated by reference.

37. SIGNATURES
IN WITNESS WHEREOF, City and Consultant have executed the Agreement.

APPLIED RESEARCH ASSOCIATES OF NEW
MEXICO, INC.

Date: _____________ By: _________________________________ Phillip R. Donovan, PhD, PE, Principal Engineer

CITY OF LA MESA,
A Municipal Corporation
Date: _____________ By: _________________________________ Dr. Mark Arapostathis, Mayor
Date: _____________ By: _________________________________ Greg Humora, City Manager
Date: _____________ By: _________________________________ Megan Wiegelman, City Clerk

APPROVED AS TO FORM
By: _________________________________

CITY ATTORNEY
Exhibit A – Scope of Work and Fee Schedule

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Response to Request for Proposal:

RFP 25-08 La Mesa 2024 Pavement Management System Project Submitted by: Applied Research Associates of New Mexico, Inc.

Phillip Donovan, P.E., Principal Engineer
165 S Chestnut Street
Ventura, CA, 93001
(217) 356-4500
September 11, 2024
A. Statement of Interest
Michael Throne September 11, 2024
Director of Public Works
City of La Mesa, CA
8152 Commercial St, La Mesa, CA 91942
Subject: Statement of Interest for La Mesa, CA Pavement Management System Project Dear Members of the Evaluation Committee,
Applied Research Associates, Inc. (ARA) is pleased to submit our qualifications in response to the City’s Request for Proposals 25-08 La Mesa 2024 Pavement Management System Project. Our office in Ventura, California, has extensive experience in pavement management throughout the western US, including recent projects with the cities of Palmdale, Palm Desert, Chula Vista and San Marcos, CA and Riverside County, CA. We successfully completed their pavement condition surveys and provided budgeting and project planning.

We understand that the City of La Mesa manages a roadway network of 151 centerline miles of pavement with 149.5 miles of asphalt and 1.5 miles of concrete. Precise and up-to-date pavement condition data is essential to pavement management and our approach leverages advanced 3D laser technology to conduct a highly detailed PCI survey and roughness assessment of every section. After completion of the PCI inspection, the City would like us to prepare, analyze, and defend multiple capital improvement and rehabilitation scenarios with budgetary needs.

ARA is ready to provide the data the City needs to maximize your budget now while supplying the indisputable imagery necessary to plan and defend future expenditure plans Ultimately, our goal is to not only update the City's PCI scores but also to empower your team to effectively maintain and utilize the data. As an added incentive to select ARA, if this project can be executed relatively quickly, it is likely we will be able to complete this project within 69 days of the notice to proceed, thus ensuring you have a realistic and executable plan on the shelf and ready for next year’s pavement maintenance and construction season.

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Copyright Applied Research Associates, Inc., 2024 Page 2 City of La Mesa | Pavement Management System
I, Phillip Donovan, will manage this project out of our Ventura, CA office. I have over 29 years of experience in pavement engineering, to say pavements are in my blood would not be an exaggeration. Every time I drive (or fly for that matter), I can’t help but see cracks and feel the ride roughness and analyze how the roads can be improved.

We are excited about the opportunity to partner with the City of La Mesa and we look forward to contributing to the continued improvement and maintenance of your roadway infrastructure. My contact information is:

Phillip Donovan, PhD, PE
Email: [email protected]
Cell: 719-649-9505 Office: 217-356-4500, Ext.39-3992
Sincerely,
Applied Research Associates
Phillip R. Donovan, PhD, PE Michael Harrell, PE
Principal Engineer Principal Engineer
B. Summary of Key Personnel
B.1. Key Personnel
Please find ARA’s key California team members’ experience related to this project below, detailed resumes for team members are included in Appendix A. This team has worked together extensively and has worked in conjunction with many government entities.

Phillip Donovan, Project Manager | Ph.D., Civil Engineering, University of Illinois at Urbana-Champaign: Dr.

Donovan brings more than 29 years of experience to the project manager role. He retired as a Lt. Colonel after 20 years of active duty with the US Air Force in 2015. He was a Civil Engineer for his entire military career and worked in design, construction, and project management around the world. He is a professional engineer, he has extensive experience in pavement management, and he has served as project manager for multiple projects in Washington, California, Nevada, Colorado, Arizona, Wisconsin, Guam, and other more austere parts of the world. He coordinated communications between all parties and ensured that the scope, budget, schedule, and client expectations were met throughout each project.

Joseph Dib, Project Engineer | M.S., Civil Engineering, University of Nevada, Reno: Mr. Dib brings two masters’ degrees in structural and pavement engineering and five years of consulting transportation engineering experience to this role. He possesses certification with the MTC and OCTA for pavement condition rating and he has been in this role for many similar projects. He will perform as the Pavement Management System assistant manager and Pavement Analysis team lead to complete the PCI survey. Additionally, he will act as Data Acquisition and Analysis Manager and will oversee preparation for fieldwork and field operations. He recently provided StreetSaver® training with Dr. Ulloa for the City of Chula Vista and Santa Clara County staff and he continues to provide technical and engineering support to City staff.

Kenneth Flack, Jose-Juarez Garcia – Senior Technicians: Mr. Flack and Mr. Garcia are senior engineering technicians. Together, they have more than 25 years of experience in operating/managing pavement testing equipment, including scanning laser technology, falling weight deflectometers, friction testing equipment, and highspeed profilers.

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Copyright Applied Research Associates, Inc., 2024 Page 3 City of La Mesa | Pavement Management System
B.2. Organization Chart
ARA’s proposed organization chart is shown in here.

C. Statement of Qualifications
Applied Research Associates, Inc. (ARA) is an employee-owned, internationally recognized engineering, research, and technology deployment firm that features a transportation sector focused on municipal government pavement engineering and infrastructure management. ARA was founded in Albuquerque in 1979 and we have offices throughout North America, including transportation focused offices in California, Illinois, Wisconsin, Texas, Florida, Pennsylvania, and Ontario. With over 175 employees focused on transportation, we have the breadth to tackle the most
challenging technical problems. We also have one of the largest and most diverse fleets of privately-owned pavement testing equipment available. This one-two punch of highly qualified engineers and state of the art equipment is unmatched in the industry allowing us to provide the City with the fast, accurate, and defendable information necessary to make data-driven engineering decisions regarding your pavement needs.

We have provided pavement and asset condition services for hundreds of municipal, state, federal, military, and private organizations.

Table 1 shows a partial listing of our pavement management projects in the past few years. The projects listed were 3D Laser-based pavement condition surveys per ASTM D6433 or MTC protocol, and almost all included performing engineering analysis for network level planning and budgeting. Many projects also involved development of multi-year paving and preservation plans. All projects were delivered on time to our clients and within budget.

GIS and Software
Kenneth Flack Meet Singh
Pavement Survey Team
Kenneth Flack
Jose-Juarez Garcia Meet Singh
Phillip Donovan, Ph.D., P.E.

Project Manager
Pavement Management Team
Salil Gokhale, P.E.

Joseph Dib, P.E.

Reporting Team
Alvaro Ulloa, Ph.D., P.E.

Joseph Dib, P.E.

Phillip Donovan, Ph.D., P.E.
• Database setup and data migration, GIS linkage
• Routing/Navigation
• Field Data Collection
• Distress Data Reduction, 100% Distress Rating
• Pavement Rating QC
• Overall QA/QC
• PCI calculation
• Performance model update
• Unit construction costs, PCI projections
• Database update
• Budget analysis
• Work plans
• Practical maintenance
• Presentations
Technical Team Engineering Team
Mike Harrell, P.E.

Technical Advisor
Alvaro Ulloa, Ph.D.,P.E. Assistant Project Manager
QA/QC Team
Alvaro Ulloa, Ph.D., P.E.

Joseph Dib, P.E. Meet Singh
Kenneth Flack
ARA’s founder was a key
member of the team that
developed methodology
that was the basis for the
ASTM D6433 standard, the
Pavement Condition Index
(PCI) survey

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Table 1. Summary of Similar Projects.

Year Agency Lane
Miles
PMS Database Data
Collection
Engineering
Analysis
2024 City of South Gate, CA 125 StreetSaver® Y Y
2024 City of Red Bluff, CA 80 StreetSaver® Y Y
2019 - 2024 Riverside County, CA 2,200 StreetSaver® Y Y 2019 - 2024 City and County of San Francisco, CA 275 StreetSaver® Y -- 2024 City of San Antonio, TX 4,300 Cartegraph Y Y
2023 City of Indianapolis, IN 3,200 PAVER Y Y
2023 City of Alexandria, VA 1,000 PAVER Y Y
2023 Benton County, WA 650 CRAB/Mobility Y --
2022-2024 City of Palmdale, CA 533 PAVER/Lucity Y Y
2022-2024 City of Palm Desert, CA 256 PAVER/Cartegraph Y Y 2022 Clay County, MD 1,050 PAVER Y Y
2021 City of Chula Vista, CA 465 StreetSaver® Y Y
2020 City of San Marcos, CA 400 StreetSaver® Y Y
2020 Mohave County, AZ 313 PAVER Y Y
D. Description of Similar Projects
Below are the details of four projects that are similar in scope to this project to show our experience and capabilities to conduct the survey on time for Billings.

City of Palm Desert, CA: In 2022, ARA completed a City-wide PCI Survey for approximately 256 centerline miles of road, while creating the GIS and Pavement Management database.

Project deliverables included a Pavement Management report detailing the Pavement Condition Survey results with several budgeting scenarios. ARA was responsible for reviewing the maintenance and rehabilitation (M&R) strategies and incorporating an M&R decision tree into the PAVER software. Assets data collection was also conducted by ARA to locate signs (based on their respective CAMUTCD code), pavement markings, streetlights, and manhole/utility covers.

Riverside County, CA: Riverside County, California, manages approximately 2,200 centerline miles of roads and alleys in its network and utilizes StreetSaver® as its pavement management system. In 2019 and 2023 ARA conducted a PCI survey on the entire network, using ARA’s pavement imaging equipment equipped with 3D laser technology, a certified laser profiler, high-definition right-of-way cameras, and coupled with sub-meter accuracy GPS coordinates.

Pavement inventory information such as GIS data, surface type, construction history, length, widths, and from/to street were updated.

City of Chula Vista, CA: In 2021, ARA conducted an update of the Pavement Management System (PMS) for the City of Chula Vista using 3D laser technology. The project began with a detailed review of the City’s existing PMS and GIS databases. ARA then linked the revised GIS database with the City’s existing StreetSaver® platform.

ARA delivered a detailed pavement condition survey an updated StreetSaver® database, training sessions for City staff on StreetSaver® operations, and provides ongoing technical support for the updated PMS.

City of San Marcos, CA: In 2020, ARA provided the City a comprehensive update to their Pavement Management System (PMS),

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a project that spanned until 2022. ARAs updated the StreetSaver® database, completed the PCI survey and input recent maintenance activities. The project included a detailed budgeting process, during which ARA updated the decision tree within StreetSaver® to optimize pavement management strategies and ensure cost-effective maintenance planning. Additionally, ARA provided specialized training sessions for City staff on the StreetSaver® platform, empowering them to effectively manage and utilize the updated system.

References
Riverside County
Randy Flowers
Riverside County Technical Department
951.961.7110
[email protected]
Chula Vista, CA
Patrick Moneda, PE
Project Manager
601.784.5476
[email protected]
City of Palm Desert
Ryan Gayler
City Project Manager
760.346.0611
[email protected]
City of San Marcos, CA
Emad Elias, PE, QSD
Senior Engineer
760.744.1050x3325
[email protected]
E. Approach to the Project and Scope of Services
E.1. Project Understanding.

ARA understands that the City of La Mesa manages approximately 151 centerline miles of streets. According to the RFP, the City seeks a comprehensive update of its PMS through a detailed ASTM D6433 PCI survey for the entire street network. We also understand that the City would like ARA to analyze pavement maintenance and preservation strategies and project funding to support the activities. In addition, the City would like project maintenance and preservation prioritization for multiple periods.

We do not see any hurdles with this project and we have completed multiple projects in the general area of the City so we know the local area and what it will take to complete the project. We expect to complete the project within 69 days of the notice to proceed, and that includes holiday planning in the schedule.

Our overall methodology and workflow process are outlined in Figure 1. Please note that QA/QC is integral to all phases of the project and a detailed DQMP will be provided before work begins.

Once data collection and rating are complete, the distress data will be exported from our rating software and directly imported into PAVER to calculate the Pavement Condition Index (PCI) values. Using the resulting database, ARA will run maintenance scenarios and collaborate with City staff to optimize the selection of streets for treatment.

Additionally, ARA personnel are fully equipped to provide PMS technical support to City staff, ensuring they can effectively manage and utilize the updated Pavement Management System.

ARA will also deliver a data viewing portal (PathWeb) at no additional cost. This tool facilitates visual inspections for city officials, allowing them to assess the condition of the roads firsthand without a field visit. It also offers a means of verifying the PCI ratings through the images. This integration of the PCI inspection and photographic verification enhances the accuracy and reliability of the PCI assessment, contributing to a more complete and objectively defendable evaluation of the city's road infrastructure.

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Figure 1. Overall Project Outline.

E.2. PCI Survey Approach
E.2.1. Preparation
For this project, ARA will work closely with the City to review the existing pavement inventory and records and update the PMS database and pavement management GIS shapefile for
the city. Then, ARA will develop routing and navigation plans for collecting. Our routing plans provide the most efficient data collection path for our field survey crew to minimize dead heading. The routing/navigation software also provides the operators with driving directions and pertinent section information, including PIDs, direction of travel, start/end points, etc. The software includes the capability to
immediately record field notes, such as areas under
construction, different surface types, or roads with restricted access.

E.2.2. Field Condition Survey
ARA, with its vast experience in conducting semi-automated surveys, has recently upgraded our equipment with the acquisition of two pavement data collection and analysis systems from Pathway Services. This strategic equipment acquisition enhances ARA’s existing impressive capabilities by ensuring we stay at the forefront of technology to provide the most advanced, detailed, and accurate data to our clients.

Figure 3 includes a picture of the PathRunner vehicle. The PathRunner system is a state-of-the-art mobile data collection vehicle for comprehensive road and pavement condition surveys. The system includes a 3D laser-based crack detection system and onboard geometrical measurement tools to assess grade, cross slope, and curvature. It also features an immersive 360-degree imaging system as well as super HD roadway imaging capabilities. The Define project goals & objectives Define schedule & deliverables Define Communication Plan Develop Data Quality Management Plan

PROJECT MANAGEMENT
Create/Migrate GIS & pavement
inventory Prepare data collection plan
Software Training Technical Support Policy Development Pavement Viewing Tool PCI Calculation
PCI Field Audit
Estimate required funding
Forecast network conditions Target PCI analysis

CONTINUOUS QA/QC
PAVER Implementation
Present Final Results to City

DETERMINE PAVEMENT CONDITION INDEX
Network Condition (PCI) Maintenance Plan
Color-Coded PCI Map
Schedule & Probable Costs Shape file database PAVER database Spreadsheet deliverables

BUDGET ANALYSIS

DEVELOP M&R STRATEGIES AND DECISION TREE
PRESENTATION Value Added Final Report

PAVEMENT CONDITION SURVEY
M&R Input for last 5 Years Performance Modeling Decision Tree Automated distress data collection
Pavement & ROW images Ride quality measurements Distress Rating 1 5
2 3

7.1 4
6 7.2 8
Figure 2. Routing

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PathRunner supplements pavement distress data collection with a Class 1 inertial road profiler for ride quality measurements.

The PathRunner system includes an on-board Global Positioning System (GPS) and an Inertial Measurement Unit (IMU) to ensure accurate position data. This system integrates with the routing software to guide operators during data collection.

Please note, all products from Pathway Services are made and supported entirely in the US, ensuring data security, quality, and reliability. More details on the Pathrunner van can be found using the QR codes.

Figure 3. PathRunner System.

E.2.3. Downward 3D LASER Crack Detection
Pathway Services’ single camera and single laser 3D system stores high-resolution laser line scan images of the road surface to view cracks as small as 1mm. The 3D infrared laser system is not susceptible to environmental shadowing from trees, bridges, or other vehicles. The software creates a 3D pavement surface image from the millions of points of data collected each second. An example of the resulting imagery is shown in Figure 4. The images show detailed cracking and texture, and the transverse profile data is analyzed to calculate rutting and faulting. Note that because of the specially configured single-laser illumination, our 3D-system avoids the past problems seen with other vendors of inconsistent illumination and difficulty in synchronizing multiple cameras.

The cracking detection and identification algorithms used in Pathway’s AutoCrack and AutoClassification software modules have been field verified on multiple pavement management projects and is relied upon by nearly half of all U.S. DOTs and complies with AASHTO R 85-18 – “Standard Practice for Quantifying Cracks in Asphalt Pavement Surfaces from Collected Pavement Images Utilizing Automated Methods.” Pathway’s Technology
Pathway’s Van
Pathrunner in Action
Pathrunner Details

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Figure 4. 3D Pavement Images (left) and Software Identified Cracks (in purple) E.2.4. Right-Of-Way Images
In addition to the downward images, right of way for data collection includes three forward-facing HD+ cameras (Figure 5). The included cameras provide digital images, each with a resolution of 2750 x 2200, with the three forward-facing cameras presenting a combined resolution of 8250 x 2200. The cameras are equipped with wide angle lenses capturing a panoramic-like perspective of the right of way. The forward-facing cameras provide images for verifying the travel lane and identifying right-of-way zones. The images are a visual reference used to validate the 3D pavement image data captured by the laser system and are critical to the QC processes employed by ARA Engineers and any additional QA by City personnel.

At no additional cost, a Ladybug 360° camera subsystem is mounted to the van to collect continuous panoramic image data along each street. The Ladybug system creates a GPS synchronized immersive environment similar to Google Streetview®, but at a higher resolution.

Figure 5. Forward-Facing HD+ Cameras (on the left) and LadyBug Camera (on the right).

E.2.5. Transverse Profile / Rutting / IRI
Transverse profiles are collected according to AASHTO R88-18 - Standard Practice for Collecting the Transverse Pavement Profile. The transverse line scan is also used to calculate rutting in both wheel paths. The Pathway system rut depth precision is +/-1mm and is calculated according to ASTM E1703 and AASHTO PP69.

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Our Pathrunner van will also provide ride “roughness” through the collection of the International Roughness Index.

The PathRunner laser profiling system conforms with ASTM E950-09 and AASHTO MP328-14 guidelines.

Figure 6. Inertial Profilers (Left) and Laser Camera for Pavement Imaging (Right).

E.2.6. Data and Determining the Pavement Condition Index (PCI) The Autoclassification software output contains detailed distress information including section PIDs, GPS coordinates, Station from/to, distress type, severity, quantity, and location. In addition, the data also includes IRI and rutting values. The raw distress data is compiled into a database for further review and QC and then exported in a PAVER ready format for calculation of the PCI.

E.3 Project Schedule
We do not anticipate issues with this project. If the notice to proceed is issued on or before by November 1st, we expect to be done with data collection in the field by November 24th and complete the project by January 9 th
.

Figure 7. Project Schedule.
11/1/24 11/11/24 11/21/24 12/1/24 12/11/24 12/21/24 12/31/24 1/10/25 Task 1: Project Management and Coordination
Kickoff Meeting
Define Data Needs and Quality Control Plan
Task 2: Pavement Management Program Update
PMS Database and Routing Package Preparation
Pilot Survey
Full Network Data Collection
Distress Rating
Upload Distress and IRI Data to PAVER
Determine PCI in PAVER and QC Results
Task 3: Draft Report and Presentation
Draft Report
Staff Presentation
Task 4: Final PCI Report
QA/QC
City of La Mesa Pavement Management System
Full Task Sub-Task

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E.4 Data Quality Management Plan
The ARA team will call on our extensive experience and previous Data Quality Management Plans (DQMPs) to tailor a specific DQMP to cover all facets of this project for the City. Due to page limitations, a complete DQMP cannot be included here, but an example high-level DQMP chart that spans the life of the project is shown below. A key differentiator of our pavement rating is that we can complete verification rating or re-rating of any section quickly in the office without the need to re-visit a section.

Figure 8. Quality Control Plan.

F. Cost Proposal
F.1. Total Costs
Per the RFP specifications, the cost proposal is submitted electronically as a separate document.

F.2. Variable Options
We do not have any variable options to include with this project for the stated scope of work. However, if the City would like, we can use the data we collect to complete an inspection/review of other right-of-way assets for an additional analysis fee, but there would be no additional data collection fee.

F.3. Reimbursable Expenses
There are no additional reimbursable expenses anticipated for this project scope of work. All travel, vehicle use, personnel costs, and supply costs are included in the fixed price.

F.4. Other Fees or Charges
We do not anticipate other fees or charges associated with this scope of work. Note that there are no PAVER charges included in this project unless the City would like to obtain a license.

QUALITY MANAGEMENT

PROJECT SETUP

WORK PLANS

INVENTORY SETUP

BUDGET ANALYSIS

DATA PROCESSING

PAVER DATA IMPORT

DATA COLLECTION
• Ensure inputs meet specifications
• Ensure GIS maps are connected
• Collaborate with City personnel
• Functionality test
• Distress rating quality control
• Data upload verification
• Final audit of PCI scores
• Pilot Survey to confirm processes
• Daily equipment checks
• Daily data quality checks
• Completeness verification
• Create GIS Inventory
• Create Pavement Management Inventory
• Two-level review process of analysis output
• Collaborate with City personnel on results
• Review by minimum of three project leads
• Review and acceptance by City personnel
• Develop Data Quality Management Plan
• Equipment Calibrations
• Equipment Certifications

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Appendix A: Staff Resume
Appendix A:

Staff Resumes

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PRINCIPAL ENGINEER - ARA
Dr. Phillip Donovan is a licensed engineer with more than 29 years of experience in civil and pavement engineering. He retired as a Lt. Colonel after 20 years of active duty with the US Air Force in 2015. He was a Civil Engineer for his entire military career and worked in design, construction, and project management around the world. His final Air Force assignment was teaching geotechnical and pavement engineering at the US Air Force Academy. He has substantial experience in non-destructive testing (NDT) using the Falling Weight Deflectometer (FWD) and Heavy-Weight Deflectometer (HWD) and has extensive knowledge in pavement evaluation and design, pavement and asset management, and Geographic Information Systems (GIS).

E X P E R I E N C E
February 2020–present: Applied Research Associates, Inc.

August 2015–January 2020: Dynatest North America, Inc.

May 1995–July 2015: United State Air Force

S P E C I F I C P R O J E C T E X P E R I E N C E
• Project Management. Dr. Donovan served as a project manager on several time-sensitive projects throughout his military career and knows how to organize and execute complex jobs on time and on budget. He has conducted Air Force civil engineering research in Florida, built dorms in South Korea, planned anti-terrorism construction in Hawaii, forecast construction requirements for expanded Air Force operations, coordinated large renovation projects at the Air Force Academy, and taught hands-on pavement construction from subgrade preparation to paving with asphalt. During a deployment to Afghanistan, Dr. Donovan evaluated all runway surfaces throughout the country. He has also helped design and implement rapid pavement repairs for deteriorating operational runways.

Dr. Donovan is currently the project manager for the PCI survey and implementation of the pavement management system for Riverside City (CA), Merced City (CA) Association of Governments, San Francisco, Fort Huachuca, Arizona, and Fort McCoy, Wisconsin using StreetSaver®. He is also the project manager for the linear segmentation, manual and automated PCI survey, and implementation of the PAVER system for the Naval Facilities Command for Naval Base Ventura City, Naval Support Activities Joint Base Anderson, Guam, Naval Base Guam, and Commander Fleet Activities Okinawa and Sasebo, Japan with over a thousand miles of asphalt and concrete roadways and parking lots to inspect and manage. • Friction Data Collection and Analysis. Dr. Donovan is one of ARA’s experts in managing friction data collection, processing, and reporting. He has completed friction projects for Caltrans; the South Dakota DOT; the auto proving grounds for Ford, Chrysler, and FT Techno; Las Vegas, NV; Montgomery and Foley, AL; and the Louisville, LeSueur City, MN, and White Cloud, MI airports.
• Pavement Structural Data Collection and Analysis. Dr. Donovan is responsible for project management, data collection, and structural data analysis using Dynatest’s FWD and HWD equipment. He is working on or has completed projects for the Navy; the City of Portland, OR; the Los Angeles World Airports; and several cities throughout the US. He has also deployed a Heavy Weight Deflectometer to Tinian Island, which is north of Guam, to evaluate their harbor pavements in anticipation of the expansion of a marine training ground on Tinian.

ROLE
Project Manager

YEARS OF EXPERIENCE
29 YEARS AT ARA
4 EDUCATION
B.S., Civil Engineering,
United State Air Force
Academy, 1995
M.S., Civil Engineering, Civil
Engineering, University of
Washington, Seattle, WA,
1996
Ph.D., Civil Engineering,
University of Illinois at
Urbana-Champaign, 2009

LICENSE & REGISTRATION
PE – Wisconsin, No. 35794-6
PE – Colorado, No. 0047356

AREAS OF EXPERTISE
►Pavement Evaluation
►Pavement Design
►Pavement Management
System Implementation and
Optimization
►Pavement Life-Cycle Cost
Analysis
►Pavement Structural
Testing
►Road and Airport
Pavement Friction Testing

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PRINCIPAL CIVIL ENGINEER - ARA
Dr. Ulloa has 19 years of academic and practical experience as a pavement engineer. Dr. Ulloa has been involved in several pavement non-destructive evaluation projects and pavement management system implementations. He has conducted pavement evaluation involving structural performance (using Falling/Heavy Weight Deflectometer, Ground Penetrating Radar, and material characterization), functional performance (using Roadway Surface Profiler and Friction Tester devices) and implemented pavement management systems and conducted pavement rehabilitation design for multiple road agencies and airports around the World.

E X P E R I E N C E
February 2020–present: Applied Research Associates, Inc.

February 2013–February 2020: Dynatest North America, Inc.

August 2007–February 2013: University of Nevada, Reno
January 2005 – August 2007 National Laboratory of Material and Structural Models (LANAMME) – University of Costa Rica

S P E C I F I C P R O J E C T E X P E R I E N C E
• Pavement Management System Implementations. Dr. Ulloa has been involved in a series of pavement distress data collection projects for both roadway networks and airfields. Manual distress survey methodologies include City of Wichita Falls, TX, US Air Force Bases, among others. In addition, Dr. Ulloa has conducted several automated pavement distress surveys and pavement management system implementations using StreetSaver® including City of San Marcos, CA, De Luz Community, CA, Carson City, NV, City of Pflugerville, TX, City of Justin, TX, City of Bluffton, SC, Coconino, AZ roadway network, Seal Beach Naval Weapons Station, CA, CALTRANS HPMS, Lima Int. Airport, Peru, among others. Dr. Ulloa has conducted several Capital Improvement Plans (CIP) and provided several maintenance & rehabilitation (M&R) budget allocation analyses for various agencies.
• Pavement Evaluation and Design (Highways and Roadways). Dr. Ulloa has extensive knowledge of non-destructive pavement testing equipment and methodologies. He has been project manager for multiple rehabilitation, maintenance and reconstruction pavement design and analysis using the Falling weight Deflectometer (FWD), Heavy Weight Deflectometer (HWD) and Ground Penetrating Radar (GPR). He has being involved in the pavement evaluation and recommendations for projects such as: City of Redlands – Phase I Recommended rehabilitations strategies for 236 lane miles, on which 180 lanes miles where designed using FullDepth Reclamation (FDR), North Dakota Statewide FWD Testing and Analysis, Rehabilitation of I-30 and I-55 roadway section in Arkansas, pavement rehabilitation design using FDR for Rice Ave. Ventura City, CA, multiple roads in the City of San Jose, City of Portland, TXDOT on-call pavement structural evaluation, Turner Turnpike I-44 pavement rehabilitation, among others. Dr. Ulloa has served as project manager for the Missouri Statewide friction testing and analysis since 2013.
• Accelerated Pavement Testing. Dr. Ulloa is an active member of the Transportation Research Board Accelerated Pavement Testing (APT) committee. Dr. Ulloa has been the project manager and served as coordinator of research activities since 2016. Dr. Ulloa has also provided knowledge transfer workshops for Heavy Vehicle Simulator (HVS) owners. Dr. Ulloa has conducted several technology transfers workshops for pavement evaluation and research of construction materials using APT technologies for Direccion Nacional de Vialidad in Argentina and to the Instituto Mexicano del Transporte in Queretaro, Mexico. Dr. Ulloa served as manager of the Heavy Vehicle Simulator (HVS) division for Dynatest.

ROLE
Assistant Project Manager

YEARS OF EXPERIENCE
19 YEARS AT ARA
4 EDUCATION
B.S., Civil Engineering,
University of Costa Rica,
2006
M.S., Civil Engineering,
University of Nevada Reno,
2009
Ph.D., Civil Engineering,
University of Nevada Reno,
2013

LICENSE & REGISTRATION
P.E. (Civil), California and
Texas

AREAS OF EXPERTISE
►Pavement Management
Systems Implementation
►Pavement Evaluation and
Rehabilitation Design
►Manual, Windshield, and
Automated Pavement
Distress Survey
►Non-destructive Testing
with Falling/Heavy Weight
Deflectometer and Ground
Penetrating Radar
►Experienced with PMS
Software such as
StreetSaver, PAVER,
Cartegraph, etc.

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PRINCIPAL CIVIL ENGINEER I - ARA
Mr. Gokhale is an Associate Division Manager and Principal Engineer with ARA. He is a licensed engineer with more than 24 years of experience in pavement engineering and has extensive experience with highway and airfield pavement engineering and evaluation projects worldwide. His areas of expertise include implementation/updates of pavement management systems, automated and manual pavement condition surveys, non-destructive structural testing with the Falling Weight Deflectometer (F/HWD), Ground Penetrating Radar (GPR), GIS integration, pavement profile measurements, friction testing, and Accelerated Pavement Testing (APT). Mr. Gokhale has published more than 15 journal papers and technical reports and is a past member of the Transportation Research Board’s standing committee on pavement monitoring and evaluation. He is based in Austin, Texas.

S P E C I F I C P R O J E C T E X P E R I E N C E
Mr. Gokhale has extensive experience in managing pavement evaluation and management projects on highways and city/county roadways. Mr. Gokhale has vast experience in managing pavement evaluation and engineering projects for various agencies using 3D pavement imaging systems, non-destructive structural testing, profile measurements and friction testing. A partial listing of Mr. Gokhale’s pavement management and evaluation projects is shown below.

P A V E M E N T M A N A G E M E N T A N D E V A L U A T I O N P R O J E C T S ▪ 3D scanning laser technology data collection and reporting on more than 10,600 miles of State maintained roadways for the Florida Department of Transportation in support of HPMS reporting to FHWA.
▪ Visual distress surveys, pavement roughness measurements and pavement management system updates using StreetSaver®, Cartegraph and CRAB on more than 2,500 miles of roadways for Snohomish County, WA (2013-2017). The County opted for automated measurements from 2018 through 2022. Mr. Gokhale has been the project manager since its inception. The new contract is in place for 2023-2028.
▪ Comprehensive pavement evaluation and design for Guam Route 1 and Route 3 Haul Road Network (2023)
▪ Pavement management system implementation and automated surveys for Howard County, MD on more than 1,450 miles of County maintained roads (2019, 2021, 2023) ▪ Pavement management system implementation and automated surveys on more than 950 lane miles in Clay County, Florida (2022)
▪ Automated distress data collection and pavement management system update for Arlington County, VA on more than 1,000 lane miles of County maintained roads (2019) ▪ Automated distress data collection and pavement management system update for City of Richmond, VA on more than 1,800 lane miles of City maintained roads (2019) ▪ Automated distress data collection, and pavement management system update for the City of Minneapolis, MN, on more than 1,600 lane miles of City streets and alleys. (2017) ▪ Evaluation of roadway conditions during pre- and post-construction phases of the Rover Pipeline project on more than 3,200 lane miles of rural roadways in Ohio, Michigan, West Virginia, and Pennsylvania. (2016-2018).
▪ Evaluation of roadway conditions during pre- and post-construction phases of the Enbridge Energy Flanagan South, Line 6B and Line 79 projects on more than 7,000 miles of rural County haul routes in Michigan, Illinois, Missouri, Kansas, and Oklahoma. (2013-2014).

ROLE
Pavement Management
Team Lead

YEARS OF EXPERIENCE
24 YEARS AT ARA
11 (2001 to 2008, 2020 to
present)

EDUCATION
M.S., Civil Engineering,
Pennsylvania State
University, 2001
B.E., Civil Engineering,
Govt. College of Eng., Pune,
India, 1998

LICENSE & REGISTRATION
PE Florida #66552
PE Texas #129345

PROFESSIONAL

AFFILIATIONS
►Member, ASCE
►President, ATPIO
►Member, Indian Roads
Congress
►Member, APWA

AREAS OF EXPERTISE
►Highway and Airfield
Pavement Management
►Automated Pavement
Condition Evaluation
►Structural pavement
evaluation (FWD & GPR)
►Pavement design
►Friction testing
►Accelerated Pavement
Testing (APT)

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STAFF CIVIL ENGINEER - ARA
Mr. Dib will act as Data Acquisition and Analysis Manager and will oversee preparation for fieldwork and field operations. Mr. Dib brings two masters’ degrees in Structural and Pavement Engineering and around five years of consulting transportation engineering experience to this role. Mr. Dib has been served in this role for many similar projects, including projects for Riverside County, Mohave County, Santa Clara County and the Cities of San Francisco, Palmdale, Palm Desert, Pico Rivera, Napa, Concord, Industry among many others.

Mr. Dib has five years of experience in civil, geotechnical, and pavement engineering research and consulting projects to Nevada Department of Transportation (NDOT), US Army Corps of Engineers (USACE), and several cities and counties in the state of California. He specializes in asphalt material/soil characterization, highway pavement design, pavement condition evaluation and field investigations including Falling Weight Deflection (FWD) testing, Ground Penetrating Radar (GPR), Pavement Condition Index (PCI) surveys for roadway pavements, GIS Integration, and pavement preservation and rehabilitation techniques. He is a Metropolitan Transportation Commission (MTC) and Orange County Transportation Authority (OCTA) Certified rater and has extensive experience with StreetSaver® Software. He provided multiple training sessions for City staff of Cities and Counties in California.

E X P E R I E N C E
June 2021–present: Applied Research Associates, Inc.

June 2016–June 2019: El Douaihy Group LTD.

June 2015–November 2015: Infrast LTD.

S P E C I F I C P R O J E C T E X P E R I E N C E
• Pavement Management and Pavement Distress Data Collection. Performed numerous pavement condition inspections on road pavements for Riverside County, Los Angeles County, City of Chula Vista, and Mount Vernon.
• Evaluation and Rehabilitation Design. Has extensive knowledge of non-destructive pavement testing equipment and methodologies. Has been involved with several rehabilitation and reconstruction projects using Falling weight Deflectometer (FWD) data. Completed pavement evaluation and FWD data analysis for the City of Carpinteria, CA. Also conducted roughness testing and evaluation for Maricopa County in addition to several friction analysis projects in Nevada. Currently working on pavement rehabilitation designs for the City of Pico Rivera.
• Palmdale Regional Airport, CA. As project engineer, performed non-destructive testing and analysis for multiple runways.
• City of Carpinteria, CA. As project engineer, performed semi-automated pavement condition assessment and Falling Weight Deflectometer (FWD) testing, and analysis of roadways being used as construction haul routes for pre- and post-construction pavement conditions. (2021)
• City of San Francisco, CA. As project engineer, currently performing semi-automated pavement data collection and processing for 160 miles of roadway. Data is submitted in ESRI Geodatabase format and uploaded to StreetSaver® (2021-2024). • Riverside County, CA. As project engineer, semi-automated pavement condition survey, pavement management system update for 2,300 miles of roads, and budget analysis performed (2021)
ROLE
Project Engineer Data
Acquisition and QA/QC

YEARS OF EXPERIENCE
5 YEARS AT ARA
3 EDUCATION
►B.S., Civil Engineering,
University of Balamand,
Koura, Lebanon, 2017
►M.S., Structural
Engineering, University of
Balamand, Koura, Lebanon,
2019
►M.S., Civil Engineering,
University of Nevada, Reno,
Nevada, 2021

LICENSE & REGISTRATION
►Professional Engineer,
Arizona
►Project Management
Professional (PMP)

AREAS OF EXPERTISE
►Pavement Engineering
►Pavement Design
►Geotechnical Engineering
►Structural Pavement
Evaluation Utilizing both
FWD and GPR
►Pavement Ride Quality
Testing
►Pavement Friction Testing
►Pavement condition
assessments

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STAFF CIVIL ENGINEER
Mr. Singh will be responsible for Data Acquisition and Analysis, overseeing the preparation for fieldwork and field operations. He holds a master’s degree in civil engineering with a specialization in Transportation/Geotechnical engineering.

Mr. Singh has 2 years of experience in civil, geotechnical, and material testing research work for Caltrans. He specializes in asphalt material/soil characterization, highway pavement design, pavement condition evaluation, and field investigations including Falling Weight Deflection (FWD) testing, Ground Penetrating Radar (GPR), Pavement Condition Index (PCI) surveys for roadway pavements, GIS Integration, and pavement preservation and rehabilitation techniques.

He is a Metropolitan Transportation Commission (MTC) and Orange County Transportation Authority (OCTA) Certified rater.

E X P E R I E N C E
Jan 2023–present: Applied Research Associates, Inc.

June 2022-December 2023: Total Western-INC
November 2017–August 2019: Sadbhav Infrastructure LTD.

S P E C I F I C P R O J E C T E X P E R I E N C E
• Pavement Management and Pavement Distress Data Collection: Performed numerous pavement condition inspections and several road pavement examinations for Riverside County and Los Angeles County.
• Riverside County, CA. Performed, a semi-automated pavement condition survey, pavement management system update for 2,300 miles of roadways, and budget analysis for the city. (2023-2024)
• San Jose, CA – As an engineer, performed automated pavement data collection, rating, processing, and reporting for the City’s roadway network. (2023-2024). • Evaluation and Rehabilitation Design. Has extensive knowledge of non-destructive pavement testing equipment and methodologies. Has been involved with several rehabilitation and reconstruction projects using Falling Weight Deflectometer (FWD) data. Completed pavement evaluation and FWD data analysis for the City of Industry, CA. • Benton County, WA - Automated distress data collection, and pavement management system update for the Benton County, WA. on more than 619 center lane miles of arterial and collector roads. (2024)
• Millcreek, WA - As an engineer, performed semi-automated pavement data collection and processing for 110 miles of roadway. Data will be submitted in ESRI Geodatabase format and uploaded to StreetSaver®, and budget analysis were performed (2024) ROLE
Staff Civil Engineer I

YEARS OF EXPERIENCE
4 YEARS AT ARA
<2

EDUCATION
►B.S., Civil Engineering,
Gandhinagar Institute of
technology, Ahmedabad,
India,2017
►M. S Civil Engineering,
California State university,
Long beach, California.

AREAS OF EXPERTISE
►Pavement Engineering
►Pavement Design
►Geotechnical Engineering
►Highway Construction.
►Pavement ride quality
testing
►Pavement friction testing,
►Pavement condition
assessments

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CIVIL ENGINEERING TECHNICIAN - ARA
Kenneth Flack has been a pavement rater and technician with ARA and Dynatest for over 6 years.

He possesses certification with the MTC for their standard of pavement condition assessment and has completed pavement rating for numerous client projects. Mr. Flack also performs QA/QC on rated data, does field data collection and equipment operation, and completes map updates for clients using ArcGIS. Mr. Flack also has extensive expertise in ArcGIS Software. He has served as a GIS specialist technician for several projects including the City of Palmdale, Palm Desert, Riverside County, Newport Beach, and many others.

E X P E R I E N C E
February 2020–present: Applied Research Associates, Inc.

May 2018–February 2020: Dynatest Consulting Inc.

January 2009–June 2009: City of Los Angeles, Department of City Planning May 2008–January 2009: CSUN Environmental Geography Lab (GIS for the Southern California Coastal Watershed Research Project)

S P E C I F I C P R O J E C T E X P E R I E N C E
• Rehabilitation design for several streets – Palm Desert, CA. Mr. Flack served as a technician for a Falling Weight Deflectometer (FWD) and Ground Penetrating Radar (GPR) survey at Palm Desert. His role included overseeing the data collection in the field, performing GPR data analysis to estimate the pavement layers thicknesses and to provide coring location recommendations for the engineer final review.
• Rehabilitation design for Priority Streets in 2021– Palmdale, CA. Mr. Flack served as a data analysis technician on this project. The tasks included analysis of FWD and GPR data on routes with embedded rubblized concrete layers to recommend this type of material layer moduli to be used for design purposes by the State.
• Merced County Association of Governments – Merced, CA. Completed pavement rating of county roads using PAVER.
• City of San Marcos, CA – San Marcos, CA. Collected pavement condition data with survey vehicle and completed pavement rating.
• City of San Francisco, Department of Public Works – San Francisco, CA. Collected pavement condition data with survey vehicle, completed pavement rating, performed manual pavement inspections where necessary, verified special conditions in the field and took notes/photos, and completed QC of rated pavement data using StreetSaver®. • County of Riverside, CA – Riverside, CA – Collected pavement condition data with survey vehicle and completed pavement rating using StreetSaver®. • International Parkway PCI Survey at DFW Airport – IEA, Inc. – Dallas, TX. Completed QC of rated pavement data using StreetSaver®.
• Sidewalk Condition Survey – City of Alpharetta – Alpharetta, GA. Updated, sectioned, and verified sidewalk data in the city’s GIS map; performed field inspection of sidewalk conditions and facilities locations and took notes/photos; and updated inspection data in ArcPad. • SMART Runways Initiative – US Army Corps of Engineers, Engineer Research and Development Center – Hill AFB – Layton, Utah. Assisted in installation of instrumentation array, wiring, and conduits under runway pavement, including asphalt strain gauges, pressure cells, moisture/temperature sensors, and multi-depth deflectometers. Performed lightweight deflectometer (LWD) data collection on multiple soil layers. Assisted in installation of data acquisition system for remote access of real-time runway sensor data.

ROLE
Civil Engineering
Technician/Data Collection

YEARS OF EXPERIENCE
6 YEARS AT ARA
4 EDUCATION
B.A., Urban Studies and
Planning, California State
University, Northridge,
2009.

Urban and Regional
Planning Coursework,
Graduate Studies (48 units),
San Jose State University,
2009-2011.

LICENSE & REGISTRATION
MTC StreetSaver Rater
Certification Program, Serial
no. 1078.

OCTA Pavement Inspector
Prequalification
Certification, Automated
Survey Techniques.

AREAS OF EXPERTISE
►Pavement distress data
collection
►Distress Rating and QC
► GPR Analysis
► GIS

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FIELD TECHNICIAN - ARA

Jose Juarez is a field technician at ARA. He has over 10 years of experience operating and maintaining pavement testing equipment including Ground Penetrating Radar, Falling Weight Deflectometers (F/HWDs), profilers, Dynatest Multi-Function Vehicles (MFV), Digital Survey Vehicles (DSV), and runway and roadway friction testing equipment.

E X P E R I E N C E
February 2020–present: Applied Research Associates, Inc. 2004-2020: Dynatest Consulting

S P E C I F I C P R O J E C T E X P E R I E N C E
• Semi-Automated Pavement Condition Index (PCI) Surveys in:
o State of California, CA for Caltrans
o San Francisco, CA
o Santa Clara County, CA
o SH-91 Anaheim, CA
o Palmdale, CA
o Palm Desert, CA
o Riverside County, CA
• Ground Penetrating Radar (GPR) Testing in:
o Red Bluff, CA
o Newport Beach, CA
o I-10 Ramps in Riverside California
• Falling Weight Deflectometer (FWD) Testing in:
o Port of Tinian Island, Commonwealth of Northern Mariana Islands o Pico Rivera, CA
o Los Angeles International Airport, CA
o Yolo, CA
o Lake Forest, CA
o Carpinteria, CA
o Creech AFB
o Numerous City and County Projects
• Friction Testing in:
o Reno, NV
o Phoenix Mesa Gateway Airport
o Van Nuys Airport
o Santa Barbara Airport
o Phoenix, AZ
o Numerous City and City Projects
• Profiling Surveys in:
o Maricopa City, AZ
o Phoenix, AZ
ROLE
Field Technician/Data
Collection

YEARS OF EXPERIENCE
18 YEARS AT ARA
4 EDUCATION
Antelope Valley College.

Contemporaneous Business
1988-1990
Antelope Valley College.

Emergency Medical
Technician 1991-1992
University of Antelope
Valley. Auto Mechanic
Engine Rebuilding 1997-
1998

LICENSE & REGISTRATION
ASE Automotive Service
Excellence Certified. Brakes
systems.

AC Delco Certified. Engine
performance Computer
Controls.

AREAS OF EXPERTISE
► Pavement distress data
collection
► FWD data collection
► GPR data collection
► Road and Runway
friction testing
► Road profiling

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Cost Proposal
RFP 25-08 La Mesa 2024 Pavement Management System
Project
Submitted by:

Applied Research Associates of New Mexico, Inc.
165 S Chestnut Street
Ventura, CA, 93001
(217) 356-4500
September 11, 2024

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ARA is prepared to provide pavement management services for the City of La Mesa for this Fixed Price Contract. ARA’s personnel rates are shown in Table 2. These rates, developed using AASHTO rates, may also be applied to any future Task Orders.

Table 2. Hourly Billing Rate (ARA has AASHTO certified rates).

Item Unit Unit Rate - 2024
Principal Subject Matter Expert Hour $326
Principal Program Director Hour $272
Principal Technical Professional 2 Hour $249
Principal Technical Professional 1 Hour $205
Senior Technical Professional 2 Hour $178
Senior Technical Professional 1 Hour $155
Staff Technical Professional 2 Hour $130
Staff Technical Professional 1 Hour $105
Junior Technical Professional Hour $92
Lead Technician Hour $127
Senior Technician Hour $94
Staff Technician Hour $67
Junior Technician/Aide Hour $59
Senior Operations Manager Hour $234
Senior Professional Support Hour $118
Staff Professional Support Hour $97
Junior Professional Support Hour $86
Administrative Support 2 Hour $70
Administrative Support 1 Hour $65
Task Item Item Price
Item 1: Kickoff Meeting $1,960
Item 2: Data Quality Control Plan $690
Item 1: PMS Database and Routing Package Preparation $3,450 Item 2: Equipment Setup and Mobilization $3,770
Item 3: Field Data Collection $27,210
Item 4: Rating and QC $5,240
Item 5: Import Distress Data to Cartegraph $2,890
Item 1: Budgets and Project Planning $8,630
Item 2: Draft Report and Presentation to Staff $4,170
Task 4 - Final Report Item 1: Final Report and City Council Presentation $11,630 Total $69,640
Task 1 - Project Management
and Coordination
Task 2 - Pavement
Management Program
Update
Task 3 - Draft Report and
Presentation to Staff
La Mesa CA Pavement Management System

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REPORT to the MAYOR and MEMBERS of the CITY COUNCIL
From the CITY MANAGER
DATE: November 26, 2024
SUBJECT: 2024-1616 (BLANCHE&BERNICE, LLC) -

CONSIDERATION OF A REQUEST TO DESIGNATE
THE PROPERTY LOCATED AT 4679 DATE AVENUE,
APN 470-593-11-00 AS A HISTORIC LANDMARK AND

ESTABLISH A PROPERTY PRESERVATION (MILLS

ACT) AGREEMENT
ISSUING DEPARTMENT: Community Development
SUMMARY:

Issues:

Does the property at 4679 Date Avenue qualify for designation as a historic landmark, and should the City enter into a property preservation (Mills Act) agreement with the owner?
Recommendation:

The Historic Preservation Commission recommends that the City Council adopt resolutions to (1) designate the property known as the Reuben M. Levy House located at 4679 Date Avenue as a historic landmark based on eligibility criterion B for being associated with a person significant in local history, criterion C for embodying distinctive characteristics of the Craftsman style, and criterion D for being a representative example of the notable work of local builder Marker & Russell (Attachment A); and (2) authorize a Mills Act Property Preservation Agreement with the property owner (Attachment B).

Fiscal Impact:

The amount of property tax to the City would be reduced by approximately $750 annually. In exchange for discounted property taxes, the City receives guaranteed property maintenance and improvements to ensure the ongoing preservation, rehabilitation, and restoration as stipulated in a property preservation agreement.

Well maintained historic landmarks can increase neighborhood property values.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 2 of 6
City’s Strategic Goals:
 Promote a high quality of life that current and future generations can afford to call home.

Environmental Review:

The project is categorically exempt from environmental review pursuant to CEQA Guidelines Sections 15301 and 15331.

BACKGROUND:

The Historic Preservation Element of the General Plan provides a framework for the City’s Historic Preservation program, of which a Register of Historic Landmarks is a key component. Chapter 25.03 of the City’s Historic Preservation Ordinance provides for the designation of historic landmarks by the City Council. A cultural resource may be designated a historic landmark if it meets one or more of eight criteria listed below.

A. It exemplifies or reflects special elements of the City’s cultural, social, economic, political, aesthetic, engineering, or architectural history; B. It is identified with persons or events significant in local, state, or national history; C. It embodies distinctive characteristics of a style, type, period, or method of construction, or is a valuable example of the use of indigenous materials or craftsmanship;
D. It is representative of the notable work of an acclaimed builder, designer, or architect;
E. It is identified with a person or groups who significantly contributed to the culture and development of the City;
F. It embodies elements of outstanding attention to architectural design, detail materials, or craftsmanship;
G. It is an archeological or paleontological site which has the potential of yielding information of scientific value; or
H. It is a geographically definable area possessing a concentration of sites, buildings, structures, improvements, or objects linked historically through location, design, setting, materials, workmanship, feeling, and/or association, in which the collective value of the improvements may be greater than the value of each individual improvement.

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 3 of 6
Properties with landmark designation are eligible for a reduced property tax assessment through the Mills Act. California Government Code Section 50280 et seq. authorizes cities to enter into property preservation agreements with owners of qualified historical properties to ensure and support ongoing preservation, maintenance and restoration efforts. The program, known as the Mills Act, is implemented through a 10-year preservation agreement. Each year, on the anniversary of the effective date of the Agreement, a year is automatically added to the initial term of the agreement unless either party files a notice of non-renewal.

The owner of 4679 Date Avenue has nominated the property for local historic landmark designation. On November 5, 2024, the Historic Preservation Commission conducted a public hearing and adopted resolutions recommending that the City Council approve historical landmark designation for criterion B for being associated with a person significant in local history, criterion C for embodying distinctive characteristics of the Craftsman style, and criterion D for being a representative example of the notable work of local builder Marker & Russell and recommended that the City enter into a Mills Act Preservation Agreement with the owner (Attachments C and D).

DISCUSSION:

The subject property is situated on the
east side of Date Avenue, mid-block
between La Mesa Boulevard and Lemon
Avenue, in the northernmost portion of
the Date Avenue Historic District. The
6,630-square-foot site is level, has
access to a pubic alley at the rear, and is
developed with a single-family residence
that was built in 1922 and converted to
commercial use in 2004. The Historic
Resources Inventory identifies the
property as the Rube Levy House, a
contributing resource to the historic
district. Surrounding development
includes 1920s houses on either side of
the property, downtown village
commercial businesses to the north, and two- and three-story multi-family/mixed-use to the east and west. A vicinity map is shown above, and the Assessor Parcel Map is provided as Attachment E.

As described in the nomination report prepared by Landmark Historic Preservation (Attachment F), the single-story residence is wood frame construction on a raised foundation, and is an excellent example of an early kit house. It is in very good condition

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 4 of 6
and retains character defining features of the Craftsman architectural style with Colonial influences.

Prominent La Mesa civic leader and businessman Reuben “Rube” M. Levy and his wife Maude purchased and moved into the home in 1925, and lived there together until Maude’s death in 1950. Reuben sold the home in 1951 and moved to another La Mesa residence, where he lived until his death in 1959. Mr. Levy was a decorated WWI Veteran who served as Chair of the La Mesa, Lemon Grove, and Spring Valley Irrigation District.

He was also owner of the La Mesa Hardware Store and a leader in the La Mesa Post of the American Legion. During his tenure with the Irrigation District, Levy was instrumental in securing equitable water resources for La Mesa and surrounding areas during a time when water rights in the region were under dispute. The Historic Preservation Commission concluded the resource is eligible for landmark designation under Criterion B, for being associated with Reuben Levy as an important person in local history.

Architecturally defining features of the Colonial-influenced Craftsman style seen on the house include the cantilevered front porch supported by decorative wooden brackets; original L shaped plan with raised open front porch; decorative slat attic vent on the front gable and side gable ends; low-pitched cross gable roof; decorative triangular knee braces supporting the front porch gable end; open, widely overhanging roof eaves with exposed rafters; narrow horizontal wood clapboard exterior surfacing; original matching Colonial/ Craftsman style ten-light windows on the front façade; original fixed and oneover-one rectangular double hung windows and wide plank window and door surrounds; original extending purlins and king post on the gable ends; and the home’s small bungalow size and typology. Alterations include a replacement front door, removal of front brick stoops near the front entryway, some replacement windows, and a rear shed roof addition. The nomination report’s integrity analysis concludes that the house maintains six out of six aspects of historical integrity (location, design, setting, materials, workmanship, and feeling). The Historic Preservation Commission therefore determined the resource embodies distinctive characteristics of the Craftsman architectural style and qualifies for landmark designation under Criterion C.

A notice in the La Mesa Scout from 1921 reported that construction of the house was underway by building contractor Marker & Russell. Established Master Builders David C.

Marker and Henry L. Russell shaped much of La Mesa’s residential architecture, contributing to the town's early growth. For being a representative example of Marker & Russell’s work, the Commission concluded the resource is eligible under Criterion D.

Mills Act Agreement
The property owner is seeking to enter into a property preservation agreement with the City under the Mills Act concurrently with the landmark designation. Exterior finishes on the house were recently repaired and repainted, and interior tenant improvements are

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 5 of 6
currently underway. While the resource is excellent condition, a few remaining rehabilitation projects would be funded with the Mills Act tax savings. The applicant has outlined a ten-year plan to complete the rehabilitation, including the following:
 Full exterior painting of the house (by 2025)
 Replacement of vinyl windows in the original portion of the house with wood frame double-hung and casement windows to match original (by 2034)  Termite and pest prevention and repairs (ongoing)
Public Notice of Project
Notification of the November 26, 2024 public hearing to consider the historic landmark application and the Mills Act agreement was mailed to all property owners within 300 feet of the subject property and published in the Daily Transcript on November 15, 2024. No comments have been received.

Environmental Review
The historic landmark nomination request is exempt from environmental review pursuant to categorical exemption Class 1, Existing Facilities and categorical exemption Class 31, Historical Resource Restoration/Rehabilitation, as provided by the California Environmental Quality Act (CEQA) Guidelines Sections 15301 and 15331, respectively.

Section 15301 exempts activities involving negligible or no expansion of use of an existing facility. Section 15331 exempts the preservation and conservation of historical resources when carried out in a manner consistent with the Secretary of the Interior’s Standards for the Treatment of Historic Properties. Exterior alterations to historic landmarks are subject to development approval by the Historic Preservation Commission (HPC) to ensure that cultural resources are being maintained in accordance with the Secretary of the Interior’s Standards for Rehabilitation. The project serves to protect the resource by ensuring that future alterations are subject to the standards described in Section 15331. None of the exceptions in Section 15300.2 apply.

CONCLUSION:

The Historic Preservation Commission recommends that the City Council adopt resolutions (1) designating the property known as the Reuben M. Levy House located at 4679 Date Avenue as a historic landmark under Criterion B for being associated with a person significant in local history, criterion C for embodying distinctive characteristics of the Craftsman style, and criterion D for being representative example of the notable work of local builder Marker & Russell (Attachment A); and (2) authorizing a Mills Act Preservation Agreement (Attachment B).

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Report to Mayor and Councilmembers
Date: November 26, 2024
Page: 6 of 6
Reviewed by: Respectfully submitted by:
____________________ ____________________________
Greg Humora Lynnette Santos
City Manager Director of Community Development
Attachments:

A. Draft Council Resolution for Historic Landmark Designation B. Draft Council Resolution for Mills Act Agreement
C. Resolution HPC 2024-04 Recommending Landmark Designation D. Resolution HPC 2024-05 Recommending a Mills Act Agreement E. Assessor Parcel Map Sheet
F. Historic Landmark Nomination Report

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RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA
DESIGNATING THE REUBEN M. LEVY HOUSE AT 4679 DATE AVENUE, APN 470-593-11-00 AS A HISTORIC LANDMARK
________________________________________________________________ WHEREAS, Blanche&Bernice, LLC, owner of the property located at 4679 Date Avenue, APN 470-593-11-00 in the CD-D (Downtown Commercial/Urban Design Overlay) zone, has submitted a request to designate the property as a local historic landmark of the City of La Mesa; WHEREAS, the Historic Preservation Commission of the City of La Mesa held a duly noticed public hearing on November 5, 2024, and accepted public testimony in considering the request;
WHEREAS, the Historic Preservation Commission did adopt Resolution HPC 2024-04 on November 5, 2024, recommending to the City Council designation of the Reuben M. Levy House at 4679 Date Avenue, as a Historic Landmark, based on eligibility criterion B for being associated with a person significant in local history, criterion C for embodying distinctive characteristics of the Craftsman style, and criterion D for being a representative example of the notable work of local builder Marker & Russell;
WHEREAS, the City Council received and considered a staff report on the Historic Preservation Commission’s determination; and
WHEREAS, the City Council of the City of La Mesa did hold a duly noticed public hearing on November 26, 2024, and accepted public testimony in considering Project 2024-1616, a request to designate the Reuben M. Levy House at 4679 Date Avenue as a historic landmark in the City of La Mesa.

THE CITY COUNCIL FINDS AND DETERMINES AS FOLLOWS:

1. That the project is exempt from environmental review under California Environmental Quality Act Guidelines Sections 15301 and 15331. Section 15301 exempts activities involving negligible or no expansion of use of an existing facility.

Section 15331 exempts the preservation and conservation of historical resources when carried out in a manner consistent with the Secretary of the Interior’s Standards for the Treatment of Historic Properties. The project serves to protect the resource by ensuring that future alterations are subject to the standards described in Section 15331. The project meets the criteria for the exemptions and none of the exceptions listed in Section 15300.2 apply.

2. Project 2024-1616 complies with Section 25.03.010 of the Historic Preservation Ordinance, Historic Landmark and Historic District Designation Criteria, finding that Criteria B, C, and D of the Section apply to the historical and cultural significance of the property.

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NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED BY THE CITY COUNCIL OF THE CITY OF LA MESA AS FOLLOWS:

1. The foregoing findings of fact and determinations are true and hereby made a part hereof.

2. The City Council designates the Reuben M. Levy House, located at 4679 Date Avenue and further described in “Exhibit A”, attached thereto and made a part thereof, as a Historic Landmark.

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

CERTIFICATE OF CITY CLERK
I, MEGAN WIEGELMAN, CMC, City Clerk of the City of La Mesa, California, do hereby certify the foregoing to be true and exact copy of Resolution No. 2024- , duly passed and adopted by the City Council of said City on the date and by the vote therein recited.

MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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Exhibit A
Legal Description
The North 50.00 feet of the South 100.00 feet of Lots 16, 17 and 18 in Block 4 of La Mesa Springs, in the City of La Mesa, County of San Diego, State of California, according to Map thereof No. 786, filed in the Office of the County Recorder of San Diego County, September 6, 1894.

Excepting from said portion of Lot 16 the East 20.00 feet thereof.

APN: 470-593-11-00

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RESOLUTION NO. 2024-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA MESA

AUTHORIZING EXECUTION OF A HISTORIC LANDMARK PROPERTY

PRESERVATION AGREEMENT WITH THE OWNER OF THE HISTORIC
LANDMARK KNOWN AS THE REUBEN M. LEVY HOUSE AT 4679 DATE AVENUE, APN 470-593-11-00
________________________________________________________________ WHEREAS, Blanche&Bernice, LLC, owner of the property located at 4679 Date Avenue, APN 470-593-11-00 in the CD-D (Downtown Commercial/Urban Design Overlay) zone, wishes to protect and preserve the characteristics of historical significance of their historic property by entering into an Historic Landmark Property Preservation Agreement authorized under the Mills Act with the City;
WHEREAS, properties listed on the City of La Mesa Historic Landmarks Registry are eligible, by Historic Landmark Property Preservation Agreement, for an assessment of valuation pursuant to the Provisions of Chapter 3, part 2, of Division 1 of the California Revenue and Taxation Code, also known as the Mills Act;
WHEREAS, on November 26, 2024, the City Council of the City of La Mesa adopted Resolution No. 2024-XX designating the Reuben M. Levy House at 4679 Date Avenue as a historic landmark; and
WHEREAS, the City Council of the City of La Mesa did hold a duly noticed public hearing on November 26, 2024, considered a staff report, and accepted public testimony in considering the request for a Historic Landmark Property Preservation agreement.

THE CITY COUNCIL FINDS AND DETERMINES AS FOLLOWS:

2. That the project complies with California Government Code Sections 50280 et seq. as set forth in the Historic Landmark Property Preservation Agreement.

NOW, THEREFORE, BE IT AND IT IS HEREBY RESOLVED BY THE CITY COUNCIL OF THE CITY OF LA MESA AS FOLLOWS:

1. The foregoing findings of fact and determinations are true and hereby made a part hereof.

2. The Mayor is hereby authorized and instructed to execute for and on behalf of said City that certain Historic Landmark Property Preservation Agreement with

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Blanche&Bernice, LLC, owner of the property located at 4679 Date Avenue, to be kept on file in the office of the City Clerk, subject to the following schedule of improvements:

A. Full exterior painting of the house (by 2025).

B. Replacement of rear door in non-historic portion of house with solid core wood door (by 2025).

C. Replace the following vinyl windows with wood windows and interior wood frame screens, and restore original wood sill plates (by 2034):
i. Two vinyl slider windows on the north side elevation of the original portion of the house to be replaced with wood casement windows. ii. Grouped vinyl windows on the south side elevation, towards the rear, to be replaced with wood casement windows flanking a wood fixed-pane center window.
iii. Vinyl slider window at the bathroom on the south elevation to be replaced with a wood window.
iv. Paired double hung windows to be replaced with wood casement windows.

D. Termite and pest prevention and repairs (ongoing).

PASSED AND ADOPTED at a Regular meeting of the City Council of the City of La Mesa, California, held the 26th day of November 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

CERTIFICATE OF CITY CLERK
I, MEGAN WIEGELMAN, City Clerk of the City of La Mesa, California, do hereby certify the foregoing to be true and exact copy of Resolution No. 2024- , duly passed and adopted by the City Council of said City on the date and by the vote therein recited.

MEGAN WIEGELMAN, CMC, City Clerk
(SEAL OF CITY)

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Kiley Wallace
Landmark Historic Preservation
5100 Marlborough Dr.

Suite 106 A
San Diego, CA 92116
(760)704-7373
www.PreserveSanDiego.com
September 2024

HISTORICAL NOMINATION
Of
The Reuben M. Levy House
4679 Date Avenue
La Mesa Springs | La Mesa, California
Reuben "Rube" Levy
Historically Significant Individual
Photo of 4679 Date Ave. circa 1925

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HISTORIC LANDMARK NOMINATION FORM

COMMUNITY DEVELOPMENT DEPARTMENT / PLANNING DIVISION
8130 Allison Avenue, La Mesa, CA 91942
Phone: 619.667.1177 • Fax: 619.667.1380

1. NAME
Historic:
and/or Common:

2. LOCATION
Address:

City: State: Zip:

3. CLASSIFICATION

CATEGORY OWNERSHIP STATUS PRESENT USE
 District  Public  Occupied  Agricultural  Museum
 Building(s)  Private  Unoccupied  Commercial  Park  Structure  Both  Work in progress  Educational  Private residence  Site  Entertainment  Religious
 Object PUBLIC AQUISITION  Government  Scientific
 In progress  Industrial  Transportation
 Being Considered  Military  Other

4. OWNER OF PROPERTY
Name:

Address:

City: State: Zip:

5. LOCATION OF LEGAL DESCRIPTION
Courthouse, Registry of Deeds, etc.:

Address:

City: State: Zip:

San Diego County Recorder's Office
1600 Pacific Highway
92101
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6. REPRESENTATION IN EXISTING SURVEYS
Title:

Date:

Depository for Survey Records:

City: State: Zip:

7. DESCRIPTION

CONDITION CHECK ONE CHECK ONE
 Excellent  Deteriorated  Unaltered  Original site
 Good  Ruins  Altered  Moved
 Fair  Unexposed Date:

Describe the present and original (if known) physical appearance:

CA 91941
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1982 La Mesa Rube Levy Home 09/01/2024
Located at 4679 Date Avenue, the proposed Reuben M. Levy House was built in 1922, in the Craftsman Architectural style. This single-family wood framed house looks southwest. The lot is relatively level throughout. The building construction is very typical wood frame on a raised foundation, with continuous concrete perimeter footing and interior spot footings. Overall, the condition is very good. (The house demonstrates many character defining features of the Craftsman style: single-story, low-pitched cross-gable and double gable roofs with wide unenclosed eaves, decorative porch roof brackets, exposed extending painted wood king post and perlin beams and rafter tails, original horizontal slat style gable attic vents, wood windows and doors with muntins, and narrow horizontal wood clapboard siding. (Description continues in supplemental package)

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8. SIGNIFICANCE
PERIOD AREAS OF SIGNIFICANCE – CHECK AND JUSTIFY BELOW
 Prehistoric  Archeology-Prehistoric  Conservation  Landscape Architecture  Religion  1400-1499  Archeology-Historic  Economics  Law  Science  1500-1599  Agricultural  Education  Literature  Sculpture  1600-1699  Architecture  Engineering  Military  Social /  1700-1799  Art  Exploration/Settlement  Music  Humanitarian  1800-1899  Commerce  Industry  Philosophy  Theater  1900-  Communications  Invention  Politics/Government  Transportation  Community Planning  Other (specify)
SPECIFIC DATES: BUILDER/ARCHITECT:

Statement Of Significance:
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The Reuben M. Levy House at 4679 Date Ave. is proposed for historical designation under Criterion B for its association with Reuben “Rube” M. Levy, who owned and lived in the house with his wife Maude from 1925 to 1951. The Reuben M. Levy House at 4679 Date Avenue remains a physical reminder of his legacy and the home he lived in during the most productive time period of his life, during the era when he significantly contributed to the growth of La Mesa, particularly through his involvement with the La Mesa, Lemon Grove & Spring Valley Irrigation District and the Helix Water District. Levy was instrumental in brokering discussions to secure equitable water resources for La Mesa and its surrounding areas, ensuring that the agricultural and drinking water needs of La Mesa were met during a time of tension regarding water rights between the La Mesa region and the City of San Diego. This biographical section explains why the home should be designated under Criterion B. for its association with Reuben M. Levy.

The Reuben M. Levy House at 4679 Date Ave. meets the Location, Design, Setting, Materials, Workmanship, and Feeling aspects of Integrity. The house maintains six out of six aspects of Integrity that apply and meets the Secretary of the Interior’s Standards for Integrity. Therefore, Wallace Historic Preservation recommends the house for historical designation under Criterion C.

The Reuben M. Levy House at 4679 Date Ave. is proposed for designation under Criterion D for its association with established Master Builders David C. Marker and Henry L. Russell of the firm Marker & Russell. The firm shaped much of La Mesa’s residential architecture, contributing to the town's early growth. Marker’s bungalows and Russell’s leadership in community development reflect their lasting legacy in the region. Their contributions, both individually and as partners, are embedded in La Mesa’s historical fabric, as seen in the homes and public buildings that still stand today.
(Statement of Significance continues in the supplemental package)

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9. PLANNED IMPROVEMENTS
Year Work to be completed
2025 Full Exterior Painting of the Home
2025 Termite and Pest Prevention and Repairs
2025 Replacement of Rear Door With Wooden Solid Core Door 2027 Termite and Pest Prevention and Repairs
2029 Touch up of Exterior Paiting
2029 Termite and Pest Prevention and Repairs
2031 Termite and Pest Prevention and Repairs
2033 Termite and Pest Prevention and Repairs
2034 Touch up of Exterior Painting
2034 Vinyl Window Replacements
2034
Replacement of Vinyl Window 6 with Wooden Casement Windows and Interior Wood Framed Screens, and Restoration of Original Wood Sill Plate 2034
Replacement of Vnyl Window 7 with Wooden Casement Windows and Interior Wood Framed Screens, and Restoration of Original Wood Sill Plate 2034
Replacement of Vinyl Window Set 12 with Wooden Casement Windows, Wooden Fixed Pane Center Window, and Interior Wood Framed Screens, and Restoration of Original Wood Sill Plate
2034
Replacement of Vinyl Window 13 with Wooden Window and Interior Wood Framed Screen, and Restoration of Original Wood Sill Plate
2034
Replacement of Vinyl Window Set 14 with Wooden Casement Windows and Interior Wood Framed Screens, and Restoration of Original Wood Sill Plate

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10. SOURCES
Books
Bradley, Donna
2009 Native Americans of San Diego County (Images of America: California). Charleston, SC: Arcadia Publishing.

Brandes, Ray S.
1991 San Diego Architects 1868-1939. San Diego: University of San Diego.

Ching, Francis D.K.
1995 A Visual Dictionary of Architecture. New York: John Wiley & Sons.

McAlester, Virginia and Lee McAlester
2013 Field Guide to American Houses. New York: Alfred A. Knopf, Inc.

McGrew, Clarence Alan
1922 City of San Diego and San Diego County, the Birthplace of California. Volume I. Chicago: The American Historical Society.

Newland, James D. and the La Mesa Historical Society
2010 Images of America: La Mesa. Charleston, SC: Arcadia Publishing.

Smith, G.E. Kidder
1996 Source Book of American Architecture. New York City: Princeton Architectural Press.

Walker, Lester
2002 American Homes - An Illustrated Encyclopedia of Domestic Architecture. New York City: Black Dog & Leventhal Publishers.

Internet
Ancestry.com, www.ancestry.com (U.S. Census 1880, 1900, 1910, 1920, 1930, 1940; California Death Index; Social Security Death Index; genealogical files)
Newspapers
La Mesa Scout
San Diego Union
San Diego Evening Tribune
San Diego Union-Tribune

11. GEOGRAPHICAL DATA
Legal Description:

The North fifty (50) feet of the South one hundred (100) of Lots Sixteen (16), Seventeen (17) and Eighteen (18) in Block Four (4) of La Mesa Springs, in the city of La Mesa, County of San Diego, State of California, according to map thereof No. 786 filed in the office of the County Recorder of said San Diego County, September 6, 1894.

Excepting from said portion of Lot 16 the East twenty (20) feet thereof.

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12. FORM PREPARED BY:

Kiley Wallace, Alexandra Wallace, Ben Segebartt
Landmark Historic Preservation
5100 Marlborough Drive
San Diego, CA 92116
760-704-7373
[email protected]
Kiley Wallace, Alexandra Wallace, Ben Segebartt
Landmark Historic Preservation
5100 Marlborough Drive
San Diego, CA 92116
760-704-7373
[email protected]
APPLICATION PREPARED BY:

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4679 Date Avenue – The Reuben M. Levy House
Description Detail
Located at 4679 Date Avenue, the proposed Reuben M. Levy House Rubin House was built in 1922, in the Craftsman Architectural style. This single-family wood framed house looks west. The lot is relatively level throughout. The building construction is very typical wood frame on a raised foundation, with continuous concrete perimeter footing and interior spot footings. Overall, the condition is very good. The house demonstrates many character defining features of the Craftsman style: single-story, low-pitched cross-gable and double gable roofs with wide unenclosed eaves, decorative porch roof brackets, exposed extending painted wood king post and perlin beams and rafter tails, original horizontal slat style gable attic vents, wood windows and doors with muntins, and narrow horizontal wood clapboard siding.

West (Front) Elevation - The composition of the west (front) elevation displays nearly all of the key Craftsman Bungalow features present on the house: single-story, low-pitched cross-gable roof with wide unenclosed eaves, decorative porch roof brackets, exposed painted wood purlins and gable beams and rafter tails, painted wood windows and doors with muntins, and painted horizontal wood clapboard siding.

The front elevation of the house is topped by a low-pitched cross-gabled roof with wide unenclosed eaves over an L-shaped floor plan. The front-facing gable over the shorter leg is at the South (right) end. At the gable end, a single extending king post extends out at the gable peak topping a slat style attic vent.

Matching exposed purlin beam end extends out is located approximately halfway down along the wooden verge board. Centered on the wall below is a set of three (3) equally sized windows ganged together.

Each window is narrow and tall with a very low sill and muntins. The windows feature wide trim with overlapping top surrounding the individual 10 light wooden casement windows. The north-facing side wall of the front gable where the plan steps back has no features beyond the clapboard siding.

The front-facing entry door of the house is centered on the wall beneath the cross-gable. A small frontfacing gable porch roof extends out over the front door. The eave beneath is enclosed by a white painted wood soffit and fascia. Very large and oversized decorative carved porch brackets support each end of the gable porch roof. The decorative brackets have an upper boxed portion and lower arching section and are so large they extend partially down the wall face. The bodies of the brackets are painted white with yellow painted inset accents. The paneled wooden front door appears to be a replacement but matches the overall colonial influenced craftsman style of the home.

Flanking each side of the entry are paired sets of identical ten light narrow and tall double casement windows with very low sills. Each features true divided lights with muntins and eared overlapping upper window trim. A raised porch runs the full-width the side-gable wall and extends out approximately 1’ beyond the front-facing gable wall. The porch floor has been redone with concrete surfacing with connecting front walkway and connecting wide walkway leading to the rear and side yard.

North (Side) Elevation - The composition of the north (side) elevation displays some of the key Craftsman Bungalow features found on the house: single-story, low-pitched cross-gable roof with wide unenclosed eaves, extending gable end king post and matching purlin beams and rafter tails, red brick end chimney and horizontal slat style gable attic vent, wood windows, and narrow wood clapboard siding.

A rear addition with shed roof extends out
at the rear of the home to the left.

The North (side) elevation of the house is topped by a red brick end chimney and low-pitched cross-gable roof with wide unenclosed eaves matching the rest of the home. The red brick end chimney has a sloping one-sided shoulder on the right side. The majority of the roof is topped by a wide front-facing gable that features an exposed beam end with matching purlins to each side down the gable near the original corners. Nestled below the gable is a characteristic horizontal wood lattice slat style vent framed with

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4679 Date Avenue – The Reuben M. Levy House
extending white painted wood trim matching the front gable. The horizontal narrow clapboard wood siding wall below is one continuous plane across. The red chimney is flanked on both sides with singe light wooden casement windows. To the left, near the center below the gable attic vent a newer horizontal vinyl window looks out onto the side yard. The final element on the original facade on the left is a newer tall rectangular window before the roof transitions to the shed roof extending out beyond the extending purlin beam from the original gable to the newer rear addition with lower horizontal window with very low sill that sits near the rear corner.

East (Rear) Elevation - The east (rear) elevation of the house extends out from the original rear elevation of the home with an extending shed roof over the circa 2018 rear addition that continues the pitch of the original side gabled roof and this elevation wall and eave sits entirely beneath and behind the eave of the back of the original home. the low-pitched roof continues the wide unenclosed eaves on the side matching the original home but with shortened eave facing the rear due to the low height at the eave end. This newer rear wall utilizes a rear door on the right and two new rectangular windows near the center looking out over the rear yard.

South (Side) Elevation - The composition of the south (side) elevation displays some of the key Craftsman Bungalow features found on the house: single-story, low-pitched cross gable roof with wide unenclosed eaves, exposed painted wood rafter tails and extending wooden perlins, wood windows, and narrow horizontal wood clapboard siding.

The majority of the facade exists in a single plane on the main wall of the house although the elevation is divided by the large side gabled roof and lower intersecting side gabled roof where the front wing extends out. At the gable peak above a horizontal slat attic vent is seen at the apex of the gable with extending king post, matching the other attic vents seen on the home. Below and to the left a paired set of rectangular one over one windows is seen below where the roofline transitions from the main gable to the side gable. These paired windows are newer replacements but appear to be placed with the original opening with side wooden surround.

Below the attic vent on the gable end a side shed enclosure for a hot water heater is seen just to the left of a small newer rectangular bathroom type window. To the right of the lean too utility shed enclosure, a large tripartite rectangular window utilizes a newer three part window set with central fixed window with flanking one-over-one double hung windows. This three-part window set appears to sit with the original opening with wide plank style window surround. To the right the extending wooden purlin denotes the original rear corner of the home. A vertical board with overlapping skirting seen above the foundation line further delineates the original home from the circa 2018 rear addition. The horizontal clapboards to the right side on the rear addition are also offset from the original clapboard surfacing seen on the home. A single rear window faces out on the shed roof covered rear addition.

Detached Garage – the detached rear garage shown on the Sanborn maps and other records in the rear yard was removed.

Interior Architectural Features - Excluded from the proposed designation.

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4679 Date Avenue – The Reuben M. Levy House
Statement of Significance
Criterion A
Criterion A: Exemplifies or reflects special elements of the City’s, a community’s or a neighborhood’s historical, archaeological, cultural, social, economic, political, aesthetic, engineering, landscaping or architectural development.

No special elements about this house were found in the course of research for this study to show that The Reuben M. Levy House qualifies for designation under Criterion A.

From a broad historical perspective, the importance of the subject resource at 4679 Date Ave. is also relevant for how it fits into the greater context of the history of La Mesa and the overall development of greater San Diego.

Prehistoric Land Use. Although prehistoric people undoubtedly hunted game, gathered plants, and walked along pathways in the canyons and across the uplands, few overnight camps or long-term camps are known from any pre-historic period for the La Mesa area. Most prehistoric cultures had population centers near fresh water sources, estuaries, bays and marine sources. At the time Spanish colonists arrived in San Diego in 1769, most permanent Native settlements existed where rivers flowed in the San Diego Bay.

European American Land Use. The early Spanish Rancho Mission San Diego de Alcalá included the area of present-day La Mesa, although the actual mission structure is located a few miles northwest of town.

Development occurred slowly until the late 1880's after California became part of the United States. Actual settlement of La Mesa is generally accepted to have begun in 1868 when Robert Allison purchased land for a sheep ranch. Most of the approximately 4,000 acres purchased by Allison is located in the southern portion of La Mesa, and the area became known as Allison Springs.

Allison and his family came from Marion County, Iowa to California in 1851 to operate a trading post outside of Sacramento. In 1868 they moved to the San Diego area, where the family members split up. One branch operated a butcher shop in San Diego, while others became livestock ranchers in La Mesa.

Land speculation in the 1870s and 1880s in the La Mesa area started to develop soon after gold was discovered in 1869 in Julian and was also driven by the flume which brought water from the Cuyamaca Mountains to the La Mesa area.

Further fueling land speculation in the area, a railroad from San Diego to the East County community of Lakeside was completed in 1890 and included a stop in Allison Springs. At this time, the area was still sparsely populated and the land was largely utilized for agricultural purposes, mainly fruit orchards, and lemons in particular.

Agriculture and health resorts, along with a brief period of movie production, were the major industries in the area during the early 1900s. Even with this early development, La Mesa consisted of only 700 residences when it was incorporated in 1912. The creation of El Cajon Blvd. connecting La Mesa and San Diego spurred development around the time of World War I and continued with increasing automobile use.

La Mesa grew rapidly during the 1920s, with many people drawn to the area by the climate, as well as its scenery from hilly areas such as Mt. Nebo and Boulder Heights. Local newspaper advertisements for La Mesa real estate touted it as the “Jewel of the Hills.” Accessibility between La Mesa and San Diego was improved with the construction and paving of roads, as well as by railroad.

By 1930, La Mesa’s population was approximately 2,500, however, growth in the area was greatly slowed by the Great Depression of the 1930's. After World War II, California and La Mesa grew quickly and new

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4679 Date Avenue – The Reuben M. Levy House
neighborhoods sprung up all over La Mesa in planned residential tracts. The 1950s era saw the expansion of suburbanization of the area along with the increasing use of automobiles in La Mesa and throughout Southern California. During the 1950s and 1960s, the need for increased housing density led to the construction of numerous apartment buildings in established neighborhoods.

Conclusion: The Reuben M. Levy House at 4679 Date Ave. is located in the La Mesa Springs subdivision which was formally established in 1894. Development of the subdivision was sparse until around 1910, when more homes began to be constructed in the area. However, The Reuben M.

Levy House was built in 1922, and thus it is not proposed for historical designation under Criterion A as being a resource significant to the community’s development or built during an early portion of the community’s development. It was not one of the first homes in the subdivision, nor was it a model home.

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4679 Date Avenue – The Reuben M. Levy House
Criterion B
Criterion B: Is identified with persons or events significant in local, state, or national history. A summary of the individuals associated with this property is provided along with a conclusion regarding their significance under Criterion B.

The Reuben M. Levy House at 4679 Date Ave. is proposed for historical designation under Criterion B for its association with Reuben “Rube” M. Levy, who owned and lived in the house with his wife Maude from 1925 to 1951. The Reuben M. Levy House at 4679 Date Avenue remains a physical reminder of his legacy and the home he lived in during the most productive time period of his life, during the era when he significantly contributed to the growth of La Mesa, particularly through his involvement with the La Mesa, Lemon Grove & Spring Valley Irrigation District and the Helix Water District. Levy was instrumental in brokering discussions to secure equitable water resources for La Mesa and its surrounding areas, ensuring that the agricultural and drinking water needs of La Mesa were met during a time of tension regarding water rights between the La Mesa region and the City of San Diego. This biographical section explains why the home should be designated under Criterion B. for its association with Reuben M. Levy.

Elmer F. Burdick and Aleda “Lena” S. Burdick
Owner and Resident, 1922 only (Elmer)
Owner and Resident, 1922 to 1924 (Aleda)
On November 2, 1921, Elmer F. Burdick and his wife Aleda purchased portions of vacant lots 16, 17 and 18 in Block 4 of the La Mesa Springs subdivision. According to a brief mention in the November 4, 1921 issue of the La Mesa Scout, the construction firm of Marker & Russell began construction of a “bungalow on Date Avenue near Lemon Avenue” for the Burdicks. The Burdick family moved into the home upon its completion, which was likely in early 1922.

On May 10, 1874, Elmer Francis Burdick was born in Illinois. He grew up in Chicago, and according to the 1880 U.S. Census, his father Fred worked for a dry goods company. Elmer’s father established the Burdick Enamel Sign Company in Chicago in 1895. The company had factories in Chicago, Boston, New York and Beaver Falls, Pennsylvania and produced porcelain enamel signs and embossed tin signs for companies including Ford, Chevrolet, Pepsi Cola and John Deere, among others.

In 1896, Elmer married Aleda “Lena” Sophia Freiburg, an Illinois native born in December 1879. The couple eventually had two daughters, Myrtle and Grace. The 1900 U.S. Census shows that the couple and their infant daughter Myrtle lived in Chicago, and that Elmer was employed with his father’s sign company.

According to Elmer’s World War I draft registration cards from September 1918, he and Aleda lived in DuPage, Illinois. During this time, Elmer was still employed as secretary and manager of the Burdick Enamel Sign Co.

Elmer’s father died in Chicago in September 1921, and by early November 1921, Elmer had moved to the San Diego area with his wife and two daughters. On November 2, 1921, the Burdicks purchased portions of vacant lots 16, 17 and 18 in Block 4 of the La Mesa Springs subdivision, and quickly hired the construction firm of Marker & Russell to build their home at 4679 Date Ave. The firm, comprised of David C. Marker and Henry L. Russell, is a recognized master builder in the City of La Mesa.

Research of the subject resource has revealed that the home is a kit house, most likely purchased from the Pacific Portable Construction Company, Inc. of Los Angeles. A rendering of a nearly identical home appears in a kit house catalog published by that company in 1918. Pacific Portable Construction Company changed its name to Pacific Ready-Cut Homes, Inc. by 1921, and the same home appears in its catalogs through at least 1925. It also appears on the covers of Pacific Ready-Cut Homes catalogs from 1921 and 1925, and possibly other years for which catalogs could not be located while researching this home.

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4679 Date Avenue – The Reuben M. Levy House
All of the pre-measured and pre-cut building materials for the subject property, along with the blueprints, would have been shipped by rail from Los Angeles to La Mesa or San Diego and then delivered to the vacant lot by truck. Marker and Russell would have been able to finish the home more quickly than a nonkit house since all of the lumber and other materials were pre-measured and pre-cut. Pacific Ready-Cut catalogs state that one of their modestly sized homes could be built in about one month.

A listing for the subject property does not appear in city directories in 1922 or 1923, nor does a listing for the Burdicks, although they were definitely living there by early 1922. Elmer passed away at the home in April 1922, with a brief article published in the La Mesa Scout on April 14th, which stated that he passed away “at his home on Date Avenue” after battling tuberculosis for several months. The Burdicks’ move from Chicago to La Mesa may have been solely due to his tuberculosis, as during this era it was common for those afflicted with the disease to move to warm, dry climates as it was thought that the weather, sunshine and fresh air made their breathing easier and benefitted their overall health.

Elmer F. Burdick was buried in Chicago. According to the 1924 city directory, his widow Aleda and their unmarried adult daughter Grace resided at the subject property, which was then addressed as 241 S. Date Ave. She sold the property in late 1924 and moved to 3414 Park Blvd. in San Diego’s Marston Hills neighborhood. Aleda never remarried.

In 1926, Aleda hired the construction firm, the Murray Brothers, to build a four-unit, two-story Spanish Revival style apartment building at 1615 Myrtle Ave. in Marston Hills. A photo of the completed building was published in the San Diego Evening Tribune on February 7, 1927 and the accompanying caption states that Aleda was the owner of the Burdick Apartments. She moved into the building upon its completion, as did her two adult daughters Grace and Myrtle. Aleda lived in her apartment building for the remainder of her life and passed away in San Diego in September 1971 at the age of 93.

Conclusion: Insufficient information was found about Elmer F. Burdick and Aleda “Lena” S.

Burdick to determine they were historically significant for their association with 4679 Date Ave. under Criterion B. The home is not proposed for historical designation for its association with the Burdicks.

Reuben “Rube” M. Levy and Maude E. Levy
Owner and Occupant, 1925 to 1950 (Maude)
Owner and Occupant, 1925 to 1951 (Reuben)
Reuben Martin Levy (often known as Rube Levy), a long-standing figure in La Mesa, California, played a significant role in shaping the community during the early-to-mid 20th century. Born on March 29, 1889, Levy was not only a businessman but also an active civic leader whose influence extended across multiple spheres of public life, including the La Mesa Chamber of Commerce, the Helix Irrigation District, and La Mesa’s social and civic events. His contributions to La Mesa, particularly his efforts in community development and water resource management, make his residence at 4679 Date Avenue worthy of historical recognition under Criterion B.

Family and Personal Life
Reuben Martin “Rube” Levy was born in Vallejo, California on January 22, 1889. His father Henry was originally from Connecticut, and his mother Jennie was a California native. The 1900 U.S. Census shows that Reuben lived with his parents and two older siblings in Oakland, California, where his father worked as a bookkeeper.

In 1914, Reuben married Maude E. Morris. She was born in California in July 1891 and grew up in Placerville. According to Reuben’s World War I draft registration cards, he and Maude lived in Placerville and he was employed as a cigar maker.

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4679 Date Avenue – The Reuben M. Levy House
Military Service
Levy's military service was a defining chapter of his life, one that solidified his legacy as a man of courage and commitment. He enlisted as a private in the Army in 1917. During World War I, he served with distinction in the U.S. Army. His service took him to the battlefields of France, where he participated in one of the most brutal and pivotal campaigns of the war, the Meuse-Argonne Offensive.

The Meuse-Argonne Offensive, which took place between September 26 and November 11, 1918, was the largest offensive by American forces during the war and one of the deadliest. The objective was to cut off German supply lines and force a retreat, leading to the eventual armistice that ended the war. The offensive was marked by difficult terrain, well-fortified German positions, and heavy casualties. Levy's role in this grueling campaign demonstrated his leadership and bravery under fire.

For his exceptional gallantry during the Meuse-Argonne Offensive, Rube Levy was awarded the prestigious Medal for Gallantry. The specifics of his valorous actions included his leadership in advancing against fortified enemy positions and protecting the lives of his fellow soldiers. In a moment of great peril, Levy reportedly led a daring charge against an entrenched enemy, helping to secure a critical position that contributed to the overall success of the offensive.

His bravery on the battlefield did not go unnoticed. Levy's actions earned him recognition not only from his commanding officers but also from his fellow soldiers, who admired his calm and steady leadership under fire. The Medal for Gallantry was awarded to soldiers who displayed exceptional courage in the face of the enemy, and Levy was among the select few to receive this high honor. Levy was discharged from the Army in 1919 with the rank of second lieutenant.

His military service and the recognition he received for his valor in battle are testaments to his character— his willingness to sacrifice and put himself in harm's way for the greater good and his ability to inspire those around him. After returning from the war, Levy's experiences and leadership in the military would go on to influence his involvement in civic affairs in La Mesa, where he continued to serve his community with the same dedication and commitment that he had shown on the battlefield.

Settling in La Mesa
Census research shows that in 1920, the Levys resided on Date Ave. in La Mesa, however, the census form does not list their exact street address. City directory research lists their address in the early 1920s as 7 North Date Ave. Levy owned La Mesa Hardware which was located on La Mesa Blvd. (originally named Lookout Ave.) In 1925, the Levys purchased 4679 Date Ave., where they lived until the 1950s. It was during their time living there that Levy’s most significant achievements for La Mesa occurred.

Key Civic Contributions
Levy was instrumental in the founding of the La Mesa American Legion Post 282. Following his return from World War I, where he served with distinction, he became a key figure in veterans' affairs in La Mesa. His leadership and commitment to serving his fellow veterans led him to help establish Post 282, an organization that would become central to the local veterans' community.

As one of the post’s founding members, Levy played a significant role in shaping its mission and activities.

The American Legion, established in 1919, was designed to provide support and advocacy for veterans and their families, promote patriotism, and serve the local community. Levy, through his efforts with Post 282, helped foster a space for La Mesa area veterans to connect, support one another, and engage in community service.

Additionally, Levy was an active member and leader within the post, eventually serving as its commander.

His work with the American Legion further demonstrated his commitment to public service and civic engagement, continuing the legacy of leadership and community involvement that characterized his life in La Mesa.

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Maude E. Levy was a local community figure in her own right. She was involved in civic activities and served as a matron of the Order of the Eastern Star (O.E.S.) and the La Mesa Chapter of the American Legion Auxiliary.

Reuben M. Levy’s involvement in La Mesa’s civic affairs spanned decades, and his roles were both diverse and impactful. A key date in his civic leadership came on May 2, 1924, when he was appointed Assistant Fire Chief of La Mesa. Later that year, on August 1, 1924, he was elected President of the La Mesa Chamber of Commerce. His leadership in the Chamber proved pivotal, as he oversaw discussions regarding La Mesa’s separation from the San Diego Chamber of Commerce to establish an independent identity for the town.

In 1927, Reuben Levy’s influence expanded further as he was elected Worshipful Master of La Mesa Masonic Lodge No. 407 F&AM, a significant honor that spoke to his standing within the local fraternal community. This position was followed by numerous other civic roles, including serving on the board of the La Mesa, Lemon Grove, and Spring Valley Irrigation District.

On December 27, 1950, Reuben was appointed Commander of the Civil Defense Council, a role critical during the heightened Cold War tensions. Alongside his Vice Commander Carl Quicksall, he led La Mesa’s efforts in civilian defense planning, demonstrating his continued commitment to protecting and serving his community.

Water Resource Management
Reuben M. Levy’s contributions to water resource management in the region were particularly notable. By the 1930s, he was a vocal and influential member of the La Mesa, Lemon Grove & Spring Valley Irrigation District, working to safeguard the community’s water rights amidst growing tension with the City of San Diego. He was instrumental in brokering discussions to secure equitable water resources for La Mesa and its surrounding areas, ensuring that the agricultural needs of the town were met.

In the 1950s, Levy’s influence in the field of water management continued to grow. By January 1958, he was president of the Helix Water District board and played a vital role in the groundbreaking for the Second Aqueduct, a project that significantly bolstered San Diego County’s water supply. His forward-thinking leadership helped ensure La Mesa’s water security during a period of rapid development and growth. The Helix Water District’s R.M. Levy Water Treatment Plant was built in 1965, six years after Levy’s death, to improve water quality in the district. Located in Lakeside at Lake Jennings, it was named in recognition of Levy who served the people of the district for over thirty years as a member and president of the board of directors. The plant has since undergone several upgrades and expansions, and the Helix Water District now serves an area of approximately 50 square miles and a population of nearly 280,000 (Helix Water District Policies and Procedures Manual, 2021, pg.154).

Baseball Legacy
Rube Levy's early life and career were marked by a deep passion for baseball, a sport he was actively involved in throughout his youth and early adulthood. Born into a family with baseball roots, he likely inherited his love for the game from his uncle, also named Rube Levy, who was a well-known ballplayer in the state. However, it was the younger Rube Levy who made a name for himself in the local and semiprofessional baseball scene.

In the early 1910s, Rube was involved in several notable baseball opportunities, one of which occurred in February 1912 when he was offered a chance to play for the Boise club as part of a player trade. This invitation, mentioned in the Sacramento Bee, recognized his strong performance in the previous season and indicated that he was a player of considerable skill. Levy's talents were also showcased in other games, and he was seen as a key player in various local matches.

In March 1908, Rube was selected for a tryout with the Sacramento team, a significant step in his baseball

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career, which was covered in multiple news outlets. His performance at these tryouts and the ongoing recognition of his abilities further solidified his standing as a capable athlete. These early years, filled with baseball achievements, highlight his versatility and community presence, both on and off the field.

His contributions to baseball in the community extended beyond simply playing; he organized and participated in baseball games involving the La Mesa Rotary Club. He regularly captained teams, including matches against neighboring Rotary Clubs, which were often highlights of the town’s social calendar. For example, in May 1928, he led the La Mesa Rotary Club to victory with a strong personal performance in their match, making him a beloved figure in the local sporting world. He was also an avid golfer and hunter.

Final Years and Legacy
Maude E. Levy passed away at 4679 Date Ave. in 1950. Reuben sold the home in 1951, married a woman named Georgie, and moved to 7979 Pasadena Ave. in La Mesa by 1952. Levy’s life took a tragic turn in September 1959 when he was severely injured in a car accident near Coyote Wells, California. Despite being transferred to Mercy Hospital in San Diego, he remained unconscious for several weeks and tragically passed away on September 26, 1959. His passing marked the end of an era for La Mesa, as the community lost one of its most dedicated civic leaders. The Helix Irrigation District, which he had served for many years, delayed the appointment of his successor to mourn the loss of their esteemed chairman.

Reuben M. Levy was remembered with Masonic funeral rites, held on September 29, 1959, by the La Mesa Lodge No. 407 F&AM. He was buried at Fort Rosecrans National Cemetery in Point Loma.

Conclusion. The Reuben M. Levy House at 4679 Date Avenue is historically significant under Criterion B for its association with prominent La Mesa civic leader and businessman Reuben “Rube” M. Levy. He and his wife Maude purchased and moved into the home in 1925 and lived there together until Maude’s death in 1950. Reuben sold the home in 1951 and moved to another La Mesa residence, where he lived until his death in 1959.

The Reuben M. Levy House at 4679 Date Avenue remains a physical reminder of his legacy and the home he lived in during the most productive time period of his life, during the era when he significantly contributed to the growth of La Mesa, particularly through his involvement with the La Mesa, Lemon Grove & Spring Valley Irrigation District and the Helix Water District. Levy was instrumental in brokering discussions to secure equitable water resources for La Mesa and its surrounding areas, ensuring that the agricultural and drinking water needs of La Mesa were met during a time of tension regarding water rights between the La Mesa region and the City of San Diego.

Alice S. Browne
Owner and Resident, 1951 to 1973
Alice S. Browne purchased 4679 Date Ave. from Reuben M. Levy in 1951 and lived there until her death in 1973. She was a retired nurse.

A native of Stratford, England, Alice Sarah Browne was born on November 2, 1881. She had a fraternal twin brother named Lewis, who passed away in infancy, and she had 11 additional siblings. Sarah’s father Thomas died when she was about six months old, and her mother remarried when Alice was still a child.

In 1920, Alice sailed from Southampton, England to New York City aboard the ocean liner SS Imperator.

Alice and her sister Amy appear on the ship’s manifest from July 12, 1920, which also lists Pasadena, California as their final destination. According to Alice’s Declaration of Intention for Naturalization filed in 1928, she was still living in Pasadena and was employed as a child’s nurse. The 1930 U.S. lists her as living in a Pasadena apartment which she also managed.

By 1932, Alice lived in Spring Valley, California and listed herself as retired on the 1932 San Diego County

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voter roll. Alice appears in the 1940 U.S. Census as living in El Cajon with her older widowed sisters Edith and Ella.

Alice’s sister Edith died in January 1951, and later that same year Alice purchased 4679 Date Ave., and lived there for the next 22 years. In the early 1960s, a live-in maid named Mina Loken moved into the home with Alice and remained there through 1973. Alice passed away on July 15, 1973 and the home was sold the following year.

Insufficient information was found about Alice S. Browne to determine she was historically significant for her association with 4679 Date Ave. under Criterion B. The home is not proposed for historical designation for its association with Alice S. Browne.

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Criterion C
Criterion C (Architectural Style): Embodies distinctive characteristics of style, type, period, or method of construction or is a valuable example of the use of indigenous materials or craftsmanship. 4679 Date Avenue is a notable example of a Colonial-influenced Craftsman Bungalow style home.

The home exemplifies the Colonial Influence Craftsman Bungalow architectural heritage of this La Mesa neighborhood.

Built in 1922, the house at 4679 Date Avenue is an excellent example of the Craftsman style. In addition the home is an excellent example of an early kit house likely by Pacific Ready cut (Please see Attached catalogs and information)
The Craftsman style, also sometimes referred to as the American Arts and Crafts style, became popular in the early 1900s from about 1905-1930 especially in California. While the style shared an appreciation of hand craftsmanship and organic forms with its European counterpart, the American Arts and Crafts style is usually differentiated from the English Arts and Crafts style (which highly influenced the American version) by its extensive use of wood, low pitched roofline and sometimes Asian inspiration. The style grew to become an independent western movement in American architecture, and quickly spread nationwide by way of magazines and plan pattern books. The 19th century British Arts & Crafts Movement is reflected in the earliest Craftsman style houses in San Diego, but dropped out of the designs by the end of World War I.

Many important architects and designers of the style, like Pasadena architects Greene and Greene, and designer and furniture maker Gustav Stickley showed their love of natural materials like wood, tile, brick and stone while utilizing human craftsmanship to create designs in direct opposition to the mass production and machine made designs of the Industrial Revolution. Craftsman style homes often used natural earthtone colors. Details were very important in the creation of Craftsman homes which usually included built in wooden furniture, doors and stairs in the same highly detailed natural wood aesthetic. This house is an excellent highly original example of this style.

After World War I, the front gable type of Craftsman architecture seems to have become more fashionable and prevalent than the side gabled Craftsman style (especially in California) as architects and builders attempted to bring more natural light into the home. This, along with the use of shaded porches and pergolas, increased the home's connection to the outside. Windows also became wider and more numerous in this later Craftsman period for the same reasons. The subject resource exemplifies this period of the development of the Craftsman architectural style.

The Craftsman “Bungalow” style or type originated in Southern California, where the largest concentration of this high style occurs. Inspired by small, movable mortise and tenon houses in India, the origin of the various Bungalow architectural styles reflected their locality, as the building materials came from their surroundings. East Coast or English examples of Craftsman architecture differ and popularity of the California Bungalow style was disseminated throughout the country via pattern books, magazines and kit houses, of which this house is a prime example.

North Park, located just northeast of Balboa Park, is one of many suburbs in San Diego that was developed during this explosive growth. Developing trolley lines furnished quick and easy transportation to booming employment opportunities. By 1920, the design had matured and had become a common suburban style. Occurrences of the Craftsman style became increasingly rare as the decade progressed.

The 1929 Stock Market Crash and ensuing Great Depression brought about a sudden and radical change to architectural styles.

Several character defining features of the Craftsman Bungalow style are present on this subject house.

The house is one-story, like the majority of examples. Low-pitched cross gable and double gable roofs cover the entire house. The use of horizontal slats to create roof ventilation at the peak of a gable is very

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La Mesa City CouncilNovember 26, 2024

La Mesa City Council
November 26, 2024