Agenda packet, first session — Laguna Beach City Council, January 13, 2026 (part 2 of 3)

DISCUSSION
Background
The original program was established to support older adults with limited incomes who require home repairs that affect health, safety, accessibility, and habitability. Inflationary pressures and construction cost increases have reduced the effectiveness of the original $5,000 project cap. Laguna Beach Seniors indicate that:
• Construction costs have increased approximately 25 percent since the program was established. • 45% of past projects exceeded $5,000, requiring residents to contribute out-of-pocket or defer needed repairs.
• Similar programs in Orange County offer a range of $5,000 to $25,000 per home.

To address these realities, Laguna Beach Seniors proposes the following updates, which are incorporated into the proposed Service Agreement:
• A standard project cap of $10,000 per household.
• A special provision allowing up to $20,000 for large or complex projects, such as roof replacement, with City approval.
• Updated eligibility thresholds aligned with State income limit data.

Laguna Beach Seniors will continue to act as program administrator and liaison with contractors, handling application intake, eligibility verification, project coordination, documentation, and reporting.

Program Structure
Under the proposed agreement, funds shall be used as follows:
• $112,500 shall be allocated for direct home repair assistance. • $12,500 shall be allocated for program administration, representing 10 percent of the total budget.

Funds shall be provided to Laguna Beach Seniors as a lump sum payment upon execution of the Agreement and after December 9, 2025. Laguna Beach Seniors shall be responsible for tracking and documenting all expenditures and providing reports to the City upon request.

Updated participant eligibility criteria include:

Household Type Maximum Annual Gross Income Maximum Liquid Assets Single Person $88,400 $132,000
Two Person Household $101,000 $151,500

ALIGNMENT WITH CITY GOALS
The Senior Home Repair Program aligns with the City Council’s adopted goals and the Housing Element of the General Plan, specifically Program 5.2-11, which calls for the preservation and rehabilitation of existing housing stock. By providing financial assistance for critical repairs, the program directly supports efforts to promote safe, accessible, and affordable housing for older adults. 2 of 185

RENEWAL OF THE SENIOR HOME REPAIR PROGRAM
January 13, 2026

Page 3 of 3 ends

FINANCIAL ANALYSIS
The recommended action includes an appropriation of $125,000 from the Housing Fund.

Fund Balance
Housing Fund $1,766,277
Housing In Lieu Fund $779,990
Combined Total $2,546,267
Funding Overlap Explanation
The City has identified the Housing Fund and the Housing In Lieu Fund as the primary sources for the local matching funds required for a $2.5 million affordable housing grant. These funds have been identified for planning purposes only and have not been committed or spent.

Using these funds as a match does not prevent the City Council from approving $125,000 for the Lifelong Laguna Home Renewal and Repair Program. However, if the Council approves that funding, the City would need to identify an alternative source of $78,000 to fully satisfy the grant matching requirement.

At the time the City submitted the grant application, staff anticipated that the Housing Fund and Housing In Lieu Fund alone might not have sufficient balances to cover the full match if the grant were awarded.

For that reason, on April 9, 2024, the City Council authorized the use of the Parking Fund as a supplemental funding source to cover any remaining portion of the required match.

ENVIRONMENTAL ANALYSIS
The proposed action is not subject to the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15378(b)(4), as it involves the creation of a government funding mechanism that does not commit the City to a specific project that may result in a physical change in the environment. Any future repair work funded through this program will be reviewed separately under CEQA, and projects qualifying for exemption (e.g., under Section 15301 – Existing Facilities) will be processed accordingly.

ATTACHMENTS

1. Laguna Beach Seniors Funding Request Letter (Pgs. 4-5)

2. Service Agreement (Pgs. 6-28)
Submitted By:
.

Approved: .David A Kiff
Jeremy Frimond, Assistant City
Manager
Dave Kiff, City Manager
Report Prepared By: Coordinated With:

Jeremy Frimond, Assistant City Manager
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A PROGRAM OF LAGUNABEACHSENIORS
380 Third Street, Laguna Beach, CA 92651 │ t 949.464.6645 f 949.497.1831 │ thesusiq.org │ a 501(c)(3) tax-exempt organization October 28, 2025
Jeremy Frimond
Assistant City Manager
City of Laguna Beach
505 Forest Ave
Laguna Beach, CA 92651
Re: LBS Home Renewal Request
Dear Jeremy,
Our organization is proud of the success of LBS Home, the Laguna Beach Seniors Home Repair Program, founded in 2020 in partnership with the City of Laguna Beach and Habitat for Humanity Orange County.

Together we have completed 21 home repair projects for older adults with limited incomes, addressing essential needs such as plumbing, heating, decking, roofing, stairs, bathroom safety, grab bars and handrail installations.

With $8,170.20 in remaining funds, this program continues to be a lifeline for senior residents who lack the financial means to make safety-related home modifications. To ensure its ongoing impact, we respectfully request renewal of the program in the amount of $125,000 starting January 2026, and propose the following qualification updates:

Current Qualifications Proposed Qualifications
Project Limit $5,000
$10,000 with special clause for up to $20,000
for large projects such as roof replacement
Annual Gross
Income $71,750 (single) or $82,000 (couple) $88,400 (single) or $101,000 (couple) Liquid Assets
Cannot Exceed $107,625 (single) or $123,000 (couple) $132,000 (single) or $151,500 (couple) The proposed qualifications are based on the following trends:
• The California Construction Cost Index reflects a 25% increase in construction costs statewide since the founding of this program in 2021.
• 45% of projects exceeded $5,000, which required homeowner funds or forgoing the repair. • 25% of residents in Laguna Beach are 65+ years old. The continued funding will directly support their ability to age safely in place.

Attachment 1
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A PROGRAM OF LAGUNABEACHSENIORS
380 Third Street, Laguna Beach, CA 92651 │ t 949.464.6645 f 949.497.1831 │ thesusiq.org │ a 501(c)(3) tax-exempt organization • The annual gross income adjustment is based on Dept of Housing and Community Development 2024 State Income Limits.
• Comparable programs within Orange County provide funding ranging from $5,000 to $25,000.

Laguna Beach Seniors will continue to serve as the program administrator and liaison between the City and Habitat for Humanity Orange County, managing all aspects of marketing and outreach, verifying participant eligibility, conducting initial home assessments, and providing ongoing support to both participants and Habitat for Humanity.

Since the program’s inception, our organization has provided these administrative services without compensation. To sustain our capacity and ensure continued program excellence, we are proposing a 10% administrative fee to support the costs associated with managing the program. This modest fee would enable us to maintain a high level of service, ensure proper oversight, and continue relieving the City of administrative responsibilities while preserving the program’s quality and reach.

We are extremely proud of this collaboration and deeply grateful for the City’s ongoing partnership.

Together, we have made a meaningful difference in the safety, comfort, and dignity of our senior residents. We look forward to continuing this vital work and expanding the program’s impact in the years ahead.

Sincerely,
Rickie Redman
Director, Aging in Place Services
Laguna Beach Seniors
949-715-8107
[email protected]
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-1- PROFESSIONAL SERVICES AGREEMENT

CITY OF LAGUNA BEACH

PROFESSIONAL SERVICES AGREEMENT

1. PARTIES AND DATE.

This Agreement #__________ is made and entered into this 9th day of December, 2025, by and between the City of Laguna Beach, a municipal corporation organized under the laws of the State of California with its principal place of business at 505 Forest Avenue, Laguna Beach, California 92651 ("City") and Laguna Beach Seniors, a California 501(c)(3) Nonprofit, with its principal place of business at 380 Third Street, Laguna Beach, CA 92651 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."
WHEREAS, the City desires to support senior residents in remaining safely housed through targeted investments in health and safety related home repairs, accessibility improvements, and essential rehabilitation activities; and WHEREAS, Laguna Beach Seniors has demonstrated the organizational capacity, community presence, and professional expertise to administer a home repair and aging in place program for older adults with limited financial resources; and WHEREAS, since 2020, Laguna Beach Seniors, in partnership with the City and Habitat for Humanity Orange County, has successfully coordinated and supported numerous home repair projects addressing critical needs such as plumbing, electrical, roofing, stairs, decking, and bathroom safety upgrades; and
WHEREAS, the City desires to provide funding in the amount of $125,000 to support the continuation and expansion of these services under the Lifelong Laguna Home Renewal and Repair Program; and
WHEREAS, Laguna Beach Seniors is willing and able to administer the program in accordance with the Scope of Services, project limits, eligibility requirements, funding allocations, and compliance obligations set forth in this Agreement and its attached Exhibits; and WHEREAS, the Parties desire to set forth the terms and conditions under which Laguna Beach Seniors shall provide services, manage funds, and ensure compliance with applicable local, state, and federal requirements, including, where applicable, United States Department of Housing and Urban Development guidelines for more complex rehabilitation projects; NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein, the parties agree as follows:

Attachment 2
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2. RECITALS.

2.1 Consultant.

Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement.

Consultant represents that it is experienced in providing senior citizen support services to public clients, is licensed in the State of California, and is familiar with the plans of City.

2.2 Project.

City desires to engage Consultant to render such professional services for the Laguna Beach Senior Home Repair Program ("Project") as set forth in this Agreement.

3. TERMS.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.

3.1.2 Term. The term of this Agreement shall be from December 9, 2025 to until the balance of the funds are fully expended unless earlier terminated as provided herein.

Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines. The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Services.

3.2 Compensation.

3.2.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed a one-time, lump sum payment of one-hundred, twenty-five thousand dollars ($125,000) without written approval of the City Council or City Manager, as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at rates and in a manner as described in writing authorizing the Extra Work.

3.2.2 Payment of Compensation. Consultant shall submit to City all of the required reports and respond to any and all City inquiries regarding, among other things, the use and accounting of the compensation paid under this Agreement. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever. 7 7 of 185
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3.2.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.

3.2.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.

Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.

3.3 Responsibilities of Consultant.

3.3.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.

Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.

3.3.2 Schedule of Services. Consultant shall perform the Services in a prompt and timely manner and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.3.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.

3.3.4 Substitution of Key Personnel. Intentionally left blank

3.3.5 City's Representative. The City hereby designates Jeremy Frimond, Assistant City Manager, or his designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Services or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the Scope of Services or change the Consultant's total compensation subject to the provisions contained in this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee. 8 8 of 185
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3.3.6 Consultant's Representative. Consultant hereby designatesRickie Redman, or her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.3.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times.

3.3.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its subconsultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.

3.3.9 Period of Performance.

3.3.9.1 Consultant shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”). Consultant shall also perform the Services in strict accordance with any completion schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or which may be separately agreed upon in writing by the City and Consultant (“Performance Milestones”). Consultant agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such Performance Milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage.

3.3.9.2 Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); (4) strikes and other organized labor 9 9 of 185
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action occurring at the site and the effects thereof on the services, only to the extent such strikes and other organized labor action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the services and Agreement.

3.3.9.3 Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Force Majeure Events and/or delays, regardless of the Party responsible for the delay, shall not entitle Consultant to any additional compensation.

Notwithstanding the foregoing in this section, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.

3.3.10 Laws and Regulations; Employee/Labor Certification.

3.3.10.1 Compliance with Laws. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for the City to terminate the Agreement for cause.

3.3.10.2 Employment Eligibility; Consultant. Consultant certifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Consultant certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement, and shall not violate any such law at any time during the term of the Agreement.

3.3.10.3 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.3.10.4 Air Quality. To the extent applicable, Consultant must fully comply with all applicable laws, rules and regulations in furnishing or using equipment and/or providing services, including, but not limited to, emissions limits and permitting requirements imposed by the South Coast Air Quality Management District (SCAQMD) and/or California Air Resources Board (CARB). Consultant shall indemnify City against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable 10 10 of 185
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laws, rules and/or regulations by Consultant, its subconsultants, or others for whom Consultant is responsible under its indemnity obligations provided for in this Agreement.

3.3.10.5 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must additionally comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. City may seek damages from Consultant for delay in completing the Services caused by Consultant’s failure to comply with the laws, regulations and policies described in this Section, or any other relevant water quality law, regulation, or policy.

3.3.10.6 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed.

3.3.11 Insurance.

3.3.11.1 Time for Compliance. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section. Failure to provide and maintain all required insurance shall be grounds for the City to terminate this Agreement for cause.

3.3.11.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agreement, the Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so.
(A) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occurrence" form CG 00 01, or the exact equivalent, with limits of not less than $2,000,000 per occurrence and no less than $4,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); (3) products/completed operations liability; or (4) containing any other exclusion(s) contrary to the terms or purposes of this Agreement. 11 11 of 185
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(B) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 00 01 covering "Any Auto" (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $2,000,000 combined limit for each occurrence. (C) Workers' Compensation: Workers' Compensation
Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease. (D) Professional Liability (Errors & Omissions Professional Liability insurance or Errors & Omissions insurance appropriate to Consultant’s profession with limits of not less than $2,000,000. Covered professional services shall specifically include all work to be performed under the Agreement and delete any exclusions that may potentially affect the work to be performed (for example, any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks, laboratory analysis, soil work, etc.). If coverage is written on a claims-made basis, the retroactive date shall precede the effective date of the initial Agreement and continuous coverage will be maintained or an extended reporting period will be exercised for a period of at least five (5) years from termination or expiration of this Agreement.

3.3.11.3 Insurance Endorsements. Required insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:
(A) Commercial General Liability: (1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement.

Additional Insured Endorsements shall not (1) be restricted to "ongoing operations"; (2) exclude "contractual liability"; (3) restrict coverage to "sole" liability of Consultant; or (4) contain any other exclusions contrary to the terms or purposes of this Agreement. For all policies of Commercial General Liability insurance, Consultant shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37 10 01 (or endorsements providing the exact same coverage) to effectuate this requirement. (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability: (1) Additional Insured: The City, its directors, officials, officers, employees, agents, and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Vendor or for which the Vendor is responsible. (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.
(C) Professional Liability (Errors & Omissions): (1) Cancellation:

Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) This insurance shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under 12 12 of 185
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this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.
(D) Workers' Compensation: (1) Cancellation: Required
insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.

3.3.11.4 Primary and Non-Contributing Insurance. All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self-insurance maintained by the City, its officials, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.

3.3.11.5 Waiver of Subrogation. All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.

3.3.11.6 Deductibles and Self-Insured Retentions. Any deductible or selfinsured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents, and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self-insured retention.

3.3.11.7 Evidence of Insurance. The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.

3.3.11.8 Acceptability of Insurers. Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance 13 13 of 185
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through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.

3.3.11.9 Enforcement of Agreement Provisions (non estoppel).

Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligation on the City nor does it waive any rights hereunder.

3.3.11.10 Requirements Not Limiting. Requirement of specific coverage or minimum limits contained in this Section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. The insurance obligations under this Agreement shall be: (1) all the insurance coverage and/or limits carried by or available to the Consultant; or (2) the minimum insurance coverage requirements and/or limits shown in this Agreement; whichever is greater. Any insurance proceeds in excess of or broader than the minimum required coverage and/or minimum required limits, which are applicable to a given loss, shall be available to the City. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of the Consultant under this Agreement.

3.3.11.11 Additional Insurance Provisions
(A) If any Excess or Umbrella Liability policies are used to meet the limits of liability required by this Agreement, then said policies shall be “following form” of the underlying policy coverage, terms, conditions, and provisions and shall meet all of the insurance requirements stated in this Agreement, including, but not limited to, the additional insured and primary & non-contributory insurance requirements stated herein. No insurance policies maintained by the City, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the Consultant’s primary and excess liability policies are exhausted.
(B) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the provisions concerning indemnification.
(C) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement.
(D) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (E) Neither the City nor any of its officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement.
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(F) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law.
(G) Consultant shall report to the City, in addition to Consultant’s insurer, any and all insurance claims submitted by Consultant in connection with the Services under this Agreement.

3.3.11.12 Insurance for Subconsultants. Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.

3.4 Labor Code Requirements.

3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, and volunteers free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, installation, or repair work, or a public works project of over $15,000 when the project is for 15 15 of 185
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maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants.

3.4.3 Compliance Monitoring. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR. Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultant’s performance of services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City. Consultant shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant.

3.4.4 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.

3.5 Termination of Agreement.

3.5.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement. In the event of termination, if existing funds exist, Consultant shall return any unused funds to the City within seven (7) days. Consultant shall not authorize any additional work or services after receipt of a notice of termination,

3.5.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.

3.5.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and 16 16 of 185
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in such manner as it may determine appropriate, services similar to those terminated.

3.6 Indemnification.

3.6.1 To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, or volunteers.

3.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

3.7 General Provisions.

3.7.1 Accounting Records. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.7.2 Independent Contractors and Subcontracting.

3.7.2.1 Use of Consultants. Consultant is aware of statutory and case law regarding classification of workers as independent contractors, including California Labor Code Section 2750.3 and Dynamex Operations West, Inc. v. Superior Court, 4 Cal. 5th 903 (2018). To ensure that Consultant is in compliance with the California Labor Code, Consultant shall only utilize its employees to provide the Services. Consultant may not provide the services through any independent contractor, subcontractor or subconsultant (“Subcontractor(s)”) unless approved by the City as set forth in Section 3.7.2.2 below. Consultant represents and warrants that all personnel who perform the Services on Consultant’s behalf are Consultant’s employees, and that Consultant complies with all applicable laws, rules and regulations governing its 17 17 of 185
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employees, including, but not limited to, the California Labor Code, Unemployment Insurance Code and all applicable Industrial Welfare Commission Wage Orders.

3.7.2.2 Prior Approval Required. Consultant shall not use any Subcontractor to provide the Services, or any portion of the work required by this Agreement, without prior written approval of City. In the event that City authorizes Consultant to use a Subcontractor, Consultant shall enter into a written agreement with the Subcontractor, which must include all provisions of the Agreement, including a restriction on the Subcontractor’s use of further independent contractors, subcontractors or subconsultants without the City’s prior written consent.

3.7.3 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Consultant: Laguna Beach Seniors
380 Third Street
Laguna Beach, CA 92651
ATTN: Rickie Redman, Director, Aging in Place Services
City: City of Laguna Beach
505 Forest Avenue
Laguna Beach CA 92651
ATTN: Jeremy Frimond, Assistant City Manager
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.7.4 Ownership of Materials and Confidentiality.

3.7.4.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall be and remain the property of City, and shall not be used in whole or in substantial part by Consultant on other projects without the City’s express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of 18 18 of 185
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the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project, and shall make copies available to City upon the payment of actual reasonable duplication costs. Before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents.

3.7.4.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or its subconsultants, or those provided to Consultant by the City.

3.7.4.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant.

3.7.4.4 Indemnification. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers and agents free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted.

3.7.4.5 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 19 19 of 185
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3.7.4.6 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information.

Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.

3.7.5 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

3.7.6 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements.

3.7.7 Attorneys’ Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorneys’ fees and all costs of such action.

3.7.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County. In addition to any and all contract requirements pertaining to notices of and requests for compensation or payment for extra work, disputed work, claims and/or changed conditions, Consultant must comply with the claim procedures set forth in Government Code sections 900 et seq. prior to filing any lawsuit against the City. Such Government Code claims and any subsequent lawsuit based upon the Government Code claims shall be limited to those matters that remain unresolved after all procedures pertaining to extra work, disputed work, claims, and/or changed conditions have been followed by Consultant. If no such Government Code claim is submitted, or if any prerequisite contractual requirements are not otherwise satisfied as specified herein, Consultant shall be barred from bringing and maintaining a valid lawsuit against the City.

3.7.9 Time of Essence. Time is of the essence for each and every provision of this Agreement.

3.7.10 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.

3.7.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.
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3.7.12 Assignment or Transfer. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination.

Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.

3.7.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

3.7.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.7.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

3.7.16 No Third-Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.

3.7.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.7.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Consultant further agrees to file, or shall cause its employees or subconsultants to file, a Statement of Economic Interest with the City’s Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

3.7.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party 21 21 of 185
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warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

3.7.20 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

3.7.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination.

SIGNATURES ON NEXT PAGE
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23 23 of 185
55852.00003\42823523.1
Exhibit “A”-1 PROFESSIONAL SERVICES AGREEMENT
EXHIBIT "A"

SCOPE OF SERVICES
Program Purpose
Laguna Beach Seniors shall administer and manage the Lifelong Laguna Home Renewal and Repair Program. The program supports low and moderate income senior residents with safety related and essential home repairs that enable aging in place and reduce health and safety risks. The program builds on the existing home repair initiative created in partnership with the City of Laguna Beach and Habitat for Humanity Orange County.

Scope of Work
Laguna Beach Seniors shall serve as the program administrator and City liaison and shall perform the following services:

1. Conduct outreach, education, and marketing regarding program availability.

2. Accept and process program applications.

3. Verify applicant eligibility based on City approved income and asset limits.

4. Conduct initial property assessments to confirm scope, urgency, and feasibility of repairs.

5. Coordinate project scoping and implementation with Habitat for Humanity Orange County or other City approved contractors.

6. Schedule, monitor, and track project timelines.

7. Maintain direct communication with participating residents.

8. Maintain project files that include applications, eligibility verification, contractor proposals, work orders, photographs, and closeout documentation.

9. Serve as ongoing liaison between the resident, contractor, and City.

10.Provide data, documentation, and reports to the City upon request.

Eligible projects may include, but are not limited to: plumbing repairs, heating and electrical safety corrections, roof repair or replacement, deck and stair repair, bathroom safety modifications, grab bars, and handrails.

Program Funding and Administration

1. The City anticipates annual program funding in an amount proposed at one hundred twenty-five thousand dollars. However, funding in excess of the amount contemplated by this Agreement is not guaranteed.

2. Laguna Beach Seniors may retain an administrative fee not to exceed ten percent of total program funds for staffing, coordination, compliance, and reporting.

3. All expenditures shall relate directly to approved program activities and supported projects.

4. Laguna Beach Seniors shall maintain a detailed accounting of all program funds and provide financial documentation to the City upon request.

Project Limits and Approval

1. Standard project funding shall not exceed ten thousand dollars per residence.

2. Consultant may approve funding up to twenty thousand dollars for higher cost work such as roof replacement or other critical repairs subject to documented need and available funding.
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55852.00003\42823523.1
Exhibit “A”-2 PROFESSIONAL SERVICES AGREEMENT
Laguna Beach Seniors shall submit all projects exceeding ten thousand dollars for City review and written authorization before proceeding.

Reporting Requirements
Laguna Beach Seniors shall provide the following to the City:

1. Quarterly program status updates, including applications received, approved, and completed.

2. Summary of expenditures by project type and location.

3. Program outcomes and community impact metrics.

Documentation of compliance with applicable local, state, and federal requirements.

Standard of Performance
Laguna Beach Seniors shall perform all services in a timely, professional, and lawful manner consistent with best practices for nonprofit program administration and in accordance with applicable City, state, and federal requirements. 25 25 of 185
Exhibit “B”-1 PROFESSIONAL SERVICES AGREEMENT
EXHIBIT "B"

SCHEDULE OF SERVICES
Availability of Funds
The City shall make available to Laguna Beach Seniors program funding in the total amount of one hundred twenty-five thousand dollars upon full execution of the Service Agreement by all parties, provided that no funds shall be released or available for expenditure prior to December 9, 2025.

Condition Precedent to Expenditure
Laguna Beach Seniors shall not obligate or expend any funds under this Agreement until both of the following conditions have been satisfied:
• Full execution of the Service Agreement by the City of Laguna Beach and Laguna Beach Seniors; and
• The date of December 9, 2025, has passed.

Authorized Use Period
Upon satisfaction of the conditions set forth in Section 2, Laguna Beach Seniors may expend the approved program funds in accordance with the Scope of Services attached as Exhibit A and the Budget and Eligible Uses attached as Exhibit C, until such time as the full allocation has been expended or the Agreement has otherwise been terminated by one of the parties.

No Obligation Prior to Authorization
Any costs, commitments, or obligations incurred by Laguna Beach Seniors prior to the satisfaction of the conditions described herein shall be the sole responsibility of Laguna Beach Seniors and shall not be reimbursable by the City.
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Exhibit “C”-1 PROFESSIONAL SERVICES AGREEMENT
EXHIBIT "C"

COMPENSATION
Total Not to Exceed Amount: $125,000
A. Compensation and Allocation
Category Description Maximum
Allocation
Program
Administration
Staff time for outreach, intake, eligibility
verification, coordination with contractors,
document management, reporting, and liaison
services with the City
$12,500
Direct Home
Repair Assistance
Labor, materials, permits, inspections, and
construction services for approved safety related
and essential home repair and modification
projects
$112,500
Total $125,000
The Program Administration category shall not exceed 10 percent of the total agreement amount.

B. Project Funding Limits
Project Type Maximum Assistance
Standard Home Repair Project $10,000 per household
Large or Complex Project, including but not
limited to roof replacement
Up to $20,000 per household with
written City approval
Laguna Beach Seniors shall obtain written authorization from the City prior to committing funds in excess of $10,000 for any single residence.

C. Participant Eligibility Limits
Eligibility shall be evaluated based on verified annual gross income and liquid asset levels.

Household Type Maximum Annual Gross
Income
Maximum Liquid
Assets
Single Applicant $88,400 $132,000
Two Person
Household $101,000 $151,500
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55852.00003\42823523.1
(BB&K 2017) Exhibit “D”-2
Laguna Beach Seniors shall verify and document income and asset information prior to approval of any project.

D. Payment Structure

1. The City shall make a single lump sum payment to Laguna Beach Seniors in the amount of $125,000 following full execution of the Service Agreement and subject to the funding authorization date stated therein.

2. The lump sum payment shall cover all approved program administration and direct assistance costs under this Agreement.

3. Laguna Beach Seniors shall retain full responsibility for tracking expenditures and ensuring all funds are used solely for purposes consistent with the Scope of Services and this Exhibit.

4. Laguna Beach Seniors shall provide expenditure summaries and supporting documentation to the City upon request.

5. Any unexpended funds at the conclusion of the Agreement term shall be returned to the City unless otherwise authorized in writing by the City. 28 28 of 185

STAFF REPORT
Meeting Date:

January 13, 2026

CONSENT
6 SUBJECT: AWARD OF CONTRACT FOR DESIGN SERVICES FOR CITYWIDE UTILITY

UNDERGROUNDING STUDY
RECOMMENDATION: It is recommended that the City Council:

1. Authorize the City Manager to award a contract, in a form approved by the City Attorney, to Asplundh Engineering Services, LLC, in the amount of $53,800, for conceptual design services for a Citywide Utility Undergrounding Study;

2. Approve an appropriation of $53,800 from the Wildfire Mitigation & Fire Safety Fund; and

3. Find that the actions consist of government activities, which do not result in a direct or indirect physical change in environment and therefore does not constitute a “Project” within the meaning of the California Environmental Quality Act.

SUMMARY OF THE MATTER
This report recommends awarding a design contract to Asplundh Engineering Services, LLC, (Asplundh) in the amount of $53,800 for conceptual design services for a Citywide Utility Undergrounding Study. The purpose of the study is to evaluate previously identified concentrated areas of existing utility poles and overhead wires and develop schematic designs and cost estimates to support potential future assessment district formations. The design services include field verifications, meetings with City staff, conceptual utility undergrounding designs, and cost estimating.

DISCUSSION
Background:

On July 8, 2025, City Council received a report from staff identifying potential underground utility district boundaries to substantially complete residential neighborhoods with remaining overhead utilities. The five potential district boundaries identified are:

1. North Laguna

2. South of Downtown

3. South Laguna

4. Upper Bluebird

5. Top of the World
Both Upper Bluebird and Top of the World commenced formal petitioning efforts in Fall 2025 and will be brought before the City Council early this year to approve the petitioning efforts, appropriate funding to begin utility engineering designs, and hire an assessment engineer. The three remaining districts of North Laguna, South of Downtown, and South Laguna are much larger in size and require additional evaluation regarding feasibility and estimated costs.
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Council Direction and Consultant Selection:

At the July 8, 2025, meeting, City Council directed staff to work with a consultant to develop more accurate project cost estimates for the preliminarily identified utility undergrounding boundaries (see Attachment 1). Due to the specific nature of this task requiring consultation with dry utility specialists, staff informally solicited three proposals consistent with Laguna Beach Municipal Code Section 2.30.040(c). Moran Utility Services, Inc., while qualified to perform the work, declined to submit a proposal citing a lack of current resources. Proposals were received from Morrow Management and Asplundh (see Attachment 2), who are both familiar with dry utility engineering.

After reviewing the proposals received, staff determined Asplundh was the highest rated firm due to costcompetitiveness, firm resources, and experience with similar projects. Asplundh completed design engineering of West Street AD 2021-1 on behalf of San Diego Gas & Electric and served as the prime contractor for the recently constructed Park Avenue UD 2021-2 project. Due to Asplundh’s familiarity with City projects, staff recommend that City Council award a design contract to Asplundh.

Scope of Work and Timeline:

Asplundh will provide conceptual design engineering and cost estimating for the North Laguna, South of Downtown, and South Laguna districts. This task will take approximately four months to complete. During that time, staff will continue to work with property owners to determine if support exists to form assessment districts within the identified boundaries. Following completion of Asplundh’s work, staff will return to City Council with an update on the feasibility of designs, refined cost estimates, and any updates regarding property owner coordination to form new assessment districts.

Next Steps:

It is recommended that the City Manager be authorized to award a contract, in a form approved by the City Attorney, to Asplundh in the amount of $53,800 to complete the utility undergrounding study. Since funding was not allocated for this task in the Fiscal Year 2025-26 budget, staff is requesting City Council approval for the appropriation.

FINANCIAL ANALYSIS
Funding for design services for the utility undergrounding study is not included in the current budget.

Therefore, it is requested that $53,800 be appropriated from the Wildfire Mitigation and Fire Safety Fund which has an available fund balance of $3,705,407.

ENVIRONMENTAL ANALYSIS
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The recommended actions consist of organizational or administrative activities of the City that will not result in a direct or indirect physical change in the environment and therefore does not constitute a “Project” within the meaning of the California Environmental Quality Act (CEQA) (Public Resources Code Section 21065; 14 CCR Section 15378(b)(5)). The award of contract for design services of this utility undergrounding study is for design services only and any future actual improvements will be subject to independent environmental review under CEQA at the time entitlements for those improvements are applied for. Further, the recommended actions consist of the creation of government funding mechanisms or other government fiscal activities, which do not involve any commitment to any specific projects which may result in a potentially significant physical impact on the environment and therefore does not constitute a “Project” within the meaning of CEQA. (Public Resources Code Section 21065; 14 CCR Section 15378(b)(4)). Approving the funding for design services only, which may or may not result in an application for improvements that will be subject to independent environmental review in the future is a fiscal activity that does not involve any commitment to any specific projects.

ATTACHMENTS

1. July 8 2025 Agenda Report (Pgs. 4-24)

2. Asplundh Proposal (Pgs. 25-71)
Submitted By: Mark McAvoy Approved: .David A Kiff
Mark McAvoy, Director of Public
Works & Utilities
Dave Kiff, City Manager
Report Prepared By: Coordinated With:

Pierre Sawaya, Capital Program Manager Thomas Perez, City Engineer Michelle Bannigan, Finance Director
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Request for Proposal – Conceptual Design Services for Utility Undergrounding Study City of Laguna Beach
Pierre Sawaya
Capital Program Manager
Public Works Department 5
505 Forest Ave. Laguna Beach, CA 92651
Asplundh Engineering Services
Susan Besagar
Area Manager
5856 Corporate Ave., Suite 110
Cypress, CA 90630
714-293-4299|www.asplundhengineering.com
Date of Submission: 11/21/2025
PROPOSAL FOR:

SUBMITTED BY:

Attachment 2
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TABLE OF CONTENTS
Cover Letter ................................................................................................................................ 3 Project Understanding ................................................................................................................ 4 Project Team & Key Personnel .................................................................................................. 5 Resumes …………….................................................................................................................. 6 Proposed Fee Estimate ............................................................................................................ 15 Relevant Experience ................................................................................................................ 16 Project Examples ……………................................................................................................... 18 26 26 of 256
November 21, 2025
Pierre Sawaya
Capital Program Manager
City of Laguna Beach
Public Works Department
505 Forest Avenue
Laguna Beach, CA 92651
Subject: Proposal for Conceptual Design Services – Utility Undergrounding Study Dear Mr. Sawaya,
Asplundh Engineering Services (AES) is pleased to submit this proposal to provide conceptual design and planning services for the City of Laguna Beach’s Utility Undergrounding Study. AES understands the City’s commitment to improving reliability, safety, and aesthetics by relocating existing overhead utilities underground in a manner that is both technically feasible and financially strategic.

Our team has extensive experience supporting California municipalities and investor-owned utilities in developing planning-level underground designs and cost estimates that can be advanced to implementation. We take pride in our ability to balance constructability, coordination, and community considerations within conceptual design efforts like this one.

AES will serve as the prime consultant, providing all civil, electrical, and structural engineering disciplines in-house. Our engineers and designers bring direct experience with Southern California Edison (SCE), municipalities such as the City of Anaheim, Cox, and AT&T coordination, as well as deep familiarity with Rule 20, Rule 15/16, and City-driven undergrounding initiatives. Through a structured 30/60/90 conceptual approach, we will prepare field-verified conceptual trench layouts, joint-utility exhibits, and cost models that provide the City with a reliable foundation for prioritization and funding.

We value the City’s vision for enhancing its historic coastal corridors and look forward to supporting this important step toward long-term system resilience and community benefit.

Sincerely,
Susan Besagar
Area Manager
Asplundh Engineering Services
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Section 1. Project Understanding
The City of Laguna Beach is seeking to develop a comprehensive conceptual study to evaluate the feasibility, constructability, and cost of undergrounding existing overhead utilities in key areas of the City. The intent of this study is to provide the City with a clear and defensible understanding of undergrounding priorities, potential impacts, and implementation pathways before committing to design or construction.

As a coastal hillside community, Laguna Beach faces unique challenges related to topography, limited right-of-way, and multiple utility owners. These factors demand a pragmatic and experienced approach to conceptual design that balances technical feasibility with sensitivity to community character and cost-effectiveness.

Asplundh Engineering Services (AES) understands that the City’s objectives are to:
• Identify undergrounding opportunities within the three study areas: North Laguna, South of Downtown, and South Laguna.
• Develop conceptual joint trench alignments for electric, telecommunications, and other dry utilities.
• Identify utility conflicts and design constraints early to minimize risk in future phases. • Prepare planning-level cost estimates and associated assumptions to support capital improvement planning and potential grant or Rule 20 funding. • Deliver clear, consistent conceptual exhibits and a summary report that can serve as a foundation for future design, community engagement, and budgeting.

AES’s approach emphasizes constructability, maintainability, and agency coordination. Drawing on our extensive experience with underground programs and dry utility design throughout California, we will apply a methodology that is both data-driven and field-informed. The resulting conceptual designs and cost models will enable the City to compare options confidently, prioritize investments, and advance to the next stage of project development with clarity.

28 28 of 256
Section 2. Project Team & Key Personnel
Susan Besagar – Area Manager
Asplundh Engineering Services
With extensive experience in project and program management, Susan provides strong leadership across multiple concurrent utility design efforts. She is adept at coordinating crossfunctional teams, ensuring technical accuracy, safety, and efficiency throughout all phases of work. Susan’s background in managing large-scale dry utility projects equips her to oversee the execution of this conceptual undergrounding study, ensuring schedules, deliverables, and communication with City staff remain seamless and effective.

Justin Eccles – Project Manager
Asplundh Engineering Services
Justin brings deep expertise in project management and utility design development, with a focus on system planning, field coordination, and stakeholder interface. His experience spans coordination with Southern California Edison and municipal agencies to implement infrastructure modernization programs, including undergrounding and electric reliability initiatives. Justin will provide oversight for design progression, technical integration, and milestone quality control to ensure deliverables align with City expectations and AES standards.

Dan Siegler, P.E. – Lead Electrical Engineer
Asplundh Engineering Services
Professional Electrical Engineer licensed in California and nine other states, with over 12 years of experience in power distribution, undergrounding design, and utility coordination. Dan will oversee the electrical engineering scope of the study, including system layout, service relocation planning, and compliance with SCE standards and the National Electrical Code (NEC). His expertise in both overhead and underground distribution design ensures the City’s conceptual plans reflect real-world constructability and regulatory compliance.

Daniel Anaya – Planner
Asplundh Engineering Services
Bishoy Farag serves as the CAD QC Lead at Asplundh Engineering Services, bringing extensive experience in drafting and design for utility and infrastructure projects. Bishoy specializes in reviewing and approving construction drawings, ensuring DWG files meet rigorous standards, and conducting training sessions for design teams. With a strong background in AutoCAD (2D & 3D), AUD, and OCALC, Bishoy is adept at balancing complex workloads and maintaining high-quality deliverables through meticulous project tracking and quality control.

Bishoy Farag – Drafting Lead
Asplundh Engineering Services
Bishoy Farag serves as the CAD QC Lead at Asplundh Engineering Services, bringing extensive experience in drafting and design for utility and infrastructure projects. Bishoy specializes in reviewing and approving construction drawings, ensuring DWG files meet rigorous standards, and conducting training sessions for design teams. With a strong background in AutoCAD (2D & 3D), AUD, and OCALC, Bishoy is adept at balancing complex workloads and maintaining high-quality deliverables through meticulous project tracking and quality control.

Resumes for each key personnel have been attached to the end of this proposal. 29 29 of 256
Contact
714-293-4299
[email protected]
5856 Corporate Ave., Suite 110
Cypress, CA 90630
Skills
• Distribution Substation
Planning
• Substation Gateway
• Rule 20
• 4kv Cut Over
• Cable Replacement
• CIC Replacement
• PMH 4 & 5 Replacement
• Deteriorated Structure
Replacement
• Overhead and
Underground Capacitor
Replacement
• Overhead and
Underground Switch
Replacement
• Overhead and
Underground
Automation
• Deteriorated Pole
Replacement
Education
Golden West College - Business
Major
Professional Summary
Experienced Manager responsible for project managing and maintaining relationships with clients and customers. A proven leader offering expertise in the utility profession and dedicated to providing excellent quality work and service.

Experience
Asplundh Engineering Services, LLC (2014 – Current)
Planner 3 / Area Manager
• Responsible for managing and maintaining strong relationships with Southern California Edison and Nevada Energy
• Effectively communicated with SCE and NVE managers to streamline design and mediate any concerns
• Responsible for project managing the team’s workloads • Teach, mentor and train staff on design standards
• Explain operating characteristics of circuits and design options to come up with efficient and constructible designs
Asplundh Construction, LLC (2011 – 2014)
Planner 2 / Supervisor
• Proficiently planned a DSP which included changing existing circuitry by offloading and balancing loads between multiple circuits, existing duct bank systems, new underground civil, bridge crossing and automation
• Accurately completed 4kv cutover, Cable, PMH, Capacitor Replacement, Non-Circuit DSP involving all necessary tasks such as voltage drop and flicker calcs, dead-end tension and guying calcs, pole loading, sizing structures and verify compliance, fusing requirements and any easement issues
• Responsible and accountable for the accuracy and quality of designs and implementation of projects by anticipating, communicating the conditions/issues and taking corrective actions to provide solutions to problems and resolve conflicts • Lead on Rule 20 which included taking an OH system to UG to avoid multiple OH circuit crossings, clearance issues, gas, water, and sewer line
• Set bench-mark dates and ensured they are being met
• Responsible for personnel, team building, creating and maintain strong relationships with team members
• Mentor, train and advise staff on design standards and SCE systems
Susan Besagar
Area Manager
Asplundh Engineering Services, LLC | 877.884.5426 | [email protected] | 708 Blair Mill Road, Willow Grove, PA 19090 30 30 of 256
Susan Besagar
Area Manager
Asplundh Construction, LLC (2009 – 2011)
Planner 1
• Proficiently planned and completed over 1,000 deteriorated poles on AUD and uploading materials to Design Manager
• Perform field such as inventorying and taking pictures of poles, analyzing underground inventories and ensuring that existing and proposed cable and equipment are in compliance with the work order scope
• Request for base map and look-ups and send for prior Rights Check before the designing the Redlines and Single Line
• Interact effectively with Tech Planner, peers, managements and other work order units and provide a weekly oral and written communications on status of the project to ensure that the design meets the Tech Planner’s expectations and needs
• Accurately gather and analyze information to make sound decisions regarding the design of the project and provide solutions and/or alternate solutions • Utilized CMIS, DPIS, DM, SAP, AUD, EWorld, and FIMs to assist in the preparation, pricing, tracking, ordering of material, reviewing and closing out work order packages • Prepared all required documents such as JPA, Tenant Notification, and Environmental Forms • Review deteriorated pole and capacitor bank replacement work orders • Provide hands on training to employees on processes and procedures in accordance with SCE specifications
Asplundh Construction, LLC (2008 – 2009)
CAD Drafter
• Utilized computer aided design CAD to draw maps to accurately complete complex design/drafting assignments for SCE projects
• Analyze and interpret SCE work order/field sketches, perform light mathematical calculations and utilize various AutoCAD programs and reference tools/materials to accurately position electrical facilities on maps
• Utilize SCE Circuit Map and Planner’s redlines to draw single lines and thoroughly checked applications to make sure all areas are completed and signed • Demonstrated knowledge of drafting and design practices while ensuring all SCE Drafting Standards and requirements such as specifications, codes, materials, mechanical symbols, and equipment has been met to accurately complete the maps
Asplundh Engineering Services, LLC | 877.884.5426 | [email protected] | 708 Blair Mill Road, Willow Grove, PA 19090 31 31 of 256
Asplundh Engineering
Services, LLC.
714-893-2405
[email protected]
6101 Gateway Dr.

Cypress, CA 90630
Skills
• Quality Control Specialist on
various OH & UG projects
• Deteriorated Pole
Replacement
• 4kV Cut Over
• UG WCR
• OH WCR
• OH Conductor Replacement
• OH Switch Replacement &
Automation
• OCI
• Planning and designing
experience in Civil
Construction
• In depth knowledge of SCE’s
standards, plublications, and
construction practices as well
as G.O. 95, and 128
• Familiar with AUD, DM, SAP,
SpidaCalc, and OCALC Pro
Education
Mater Dei High School - 2001
Professional Summary
Experienced Division Manager dedicated to ensuring Asplundh maintains a high-quality standard on all work orders. Ability to plan, organize, and prioritize heavy workload and remain focused on the job at hand.

Experience
Asplundh Engineering Services, LLC (2013-present)
SCE Det pole Manager
• Mastered the necessary overhead/underground distribution and equipment
• Manage multiple projects simultaneously
• Meet project deadlines
• Train and Mentor new employees
• Supervise a team and manage their workload
• Monitor project budgets and cost analysis for all projects • Provide weekly updates to internal and external contacts Asplundh Construction, LLC (2011-2013)
Planner
• Perform field inventory, pole loading, ordering of material, and overall design for work orders
• Accurately complete specific project tasks and requirements such as calculating TLM voltage drop and flicket, un-guyed moment calculations, ruling span calculations, EPL’s, and Underground Structure Compliance
• Communicate with SCE Technical Planners and Engineering to coordinate design as well as work with them to clarify or upgrade scope for any issues that arise in the design process • Follow all SCE standards and DSU’s to provide a quality, safe, and cost-effective design
• Manage and train multiple planners on work orders
Justin Eccles
Division Manager
Engineering & Design Department
Asplundh Engineering Services, LLC | 877.884.5426 | [email protected] | 708 Blair Mill Road, Willow Grove, PA 19090 32 32 of 256
Contact
[email protected]
3574 Ruffin Road
San Diego, CA 92123
Education
B.S. - Electrical Engineering
Technology (2008 - 2012), University
of Denver
Skills
• Professional Engineer in

CO, CT, DE, IA, MD, ME,
MN, PA, UT (CA 24697)
• ISA 62443 IC32
Fundamentals Specialist
• ISA 62443 IC33 Risk
Assessment Specialist
• ISA 62443 IC34 Design
Specialist
• ISA62443 IC37
Maintenance Specialist
Professional Summary
Senior Electrical Engineer and Professional Engineer licensed in nine states with over 11 years of experience of electrical and instrumentation design for valve automation, natural gas pipelines, overhead and underground utility projects. Daniel has experience in instrumentation and controls engineering and design projects for large utility programs and commercial firms and has successfully led electrical engineering teams. Additional experience in field support to included RFI responses, field inspections, software acceptance testing, panel factory acceptance testing, point-to-point testing, loop checks and support during
commissioning. He is a licensed engineer in the state of CA, CO, CT, DE, IA, MD, ME, MN, PA, and UT.

Experience
Asplundh Engineering Services (2022 – Current)
EI&C Engineer - Electrical
• Provide Electrical, Instrumentation and Controls services for industrial and renewable energy clients.
• Review & stamp plans for distribution & transmission electrical designs.

Campos EPC (2012-2022)
Instrumentation & Controls Manager
• Responsible for all parts of the design and implementation process for automating valves on natural gas pipelines.
• Completed design and implementation of ~100 projects in 6 years. • As the Engineer of Record, I approve and seal designs before sending to client as well as programming for the implementation, and commission of the design post construction.
• Approval of design of ~60 projects since obtaining the PE license Coordination with contractors for construction activities. • Training incoming electrical engineers
Denver Electrical Manager (2012-2022)
Electrical Engineer 3, Engineer of Record
▪ Engineering Manager for a team of 8 Electrical Engineers. ▪ Responsible for team and individual monthly goals, mid-year and yearend reviews, liaison for the team to upper management, scoping and estimating of new projects, leading business developmentrelationships ▪ Community Outreach lead responsible for setting up quarterly activities and encouraging employees outside of the Community Outreach Group to volunteer.
▪ Mentor for CEPC Connect, a group to match younger engineers with mentors outside of their normal working groups.

Daniel Siegler, P.E.

ELECTRICAL ENGINEER
Asplundh Engineering Services, LLC | 714.893.2405 | [email protected] | 3574 Ruffin Rd San Diego, CA 92123 33 33 of 256
Private LTE System Design and Deployment – SDG&E
Senior Electrical Engineer and Engineer of Record for program to provide engineering support for the development and initial deployment of a Private LTE (PLTE) network. Scope of work includes development of one-line diagrams for equipment cabinets, panel schedules, meter, disconnect and buss-way details specifications and plans. The design of low voltage and fiber conduit routing between equipment cabinet and PLTE tower, Power Block diagrams, DC Power Calculation and rectifier requirements, Site Grounding Detail Plan, Network Block diagrams showing all main components and interfaces, and Equipment Rack Face Elevations.

Responsibilities include quality control and quality assurance of construction drawings, signing and sealing of construction drawings, coordinating with client and client’s construction team, completion of as-built construction drawings and training new hires on the project.

Dairy and Landfill Renewable Natural Gas Projects- Brightmark Senior Electrical Engineer for a multi-year project consisting of the development, engineering and design of multiple Renewable Natural Gas (RNG) pipeline and facilities projects for Brightmark RNG Programs. Completed the instrumentation and controls design for interconnectstation facilities to adhere to regulatory requirements.

Dairy RNG Pipelines and Injection Sites, Osceola, O’Brien and Shelby Counties, Iowa Senior Electrical Engineer for a pipeline design, engineering, and coordination project to bring pipeline-quality gas from biowaste collection equipment to utility interconnect sites. Scope of work included engineering and design of five producer pipelines (22 miles), three injection sites (300-500 SCFM) and four return fuel gas pipelines for digestor station equipment. Responsible for controls and instrumentation for injection station facilities to adhere to regulatory requirements. Developed controls philosophy, cause and effect diagram, and P&ID for all interconnect site equipment and motor control schemes and SCADA design and engineering for interconnect equipment
Renewable Natural Gas Skid Project Team
Responsible for the design and approval of a skid to inject renewable natural gas into Xcel’s high pressure gas system. Coordination with multiple groups for the site: Dairy Farm, skid manufacturer, Xcel, Atmos Energy, panel shop, and Electric Utility. Programming using ROC800 software and Red Lion HMI software Valve Automation Team
Responsible for the design and approval of hazardous area classifications, grounding plans, conduit, routing and scheduling, RTU panel layouts, RTU power distribution, RTU wiring and field wiring. Field support for panel factory acceptance testing, RTU upgrades, and site commissioning. Calculations for sizing breaker panels, conduit fill, building ventilation for hazardous area. Programming using ControlWave Designer, ROC800 and Red Lion HMI software. Creating one-line diagrams using the Easy Power program.

SDG&E Pipeline Safety Enhancement Plan
Coordination for all aspects of designing, installing, and completing about 3 miles of 10” natural gas pipeline.

Sending out permits for the City’s being worked in and other permitting agencies like Caltrans and MTS, reviewing traffic control plans, ordering materials, ensuring the materials arrive, preparing documentation for hydrotest, preparing drawings for as building, and coordinating with the construction team.

Asplundh Engineering Services, LLC | 714.893.2405 | [email protected] | 3574 Ruffin Rd San Diego, CA 92123 Daniel Siegler, P.E.

ELECTRICAL ENGINEER
34 34 of 256
Xcel MAOP Validation Project
Analyzing documents to determine if Xcel Energy’s natural gas pipeline systems in Colorado, Minnesota, and Texas are in compliance with PHMSA standards and regulations.

Xcel Pipeline Data Project
Verification of maximum allowable operating pressure of Xcel Energy's high pressure and distribution natural gas transmission lines in Colorado.

Asplundh Engineeing Services, LLC | 714.893.2405 | [email protected] | 3574 Ruffin Rd San Diego, CA 92123 Daniel Siegler, P.E.

ELECTRICAL ENGINEER
35 35 of 256
Contact
714-893-2405
[email protected]
6101 Gateway Dr.

Cypress, CA 90630
Skills
• Proficient in Microsoft office:

Word, Outlook, Project,
PowerPoint, Excel
• Drafting: Hand, AutoCAD,
AUD
• Spida Calc
• Distribution utility pole
planning and design
• EV planning and design,
project management
• Deteriorated Pole
Replacements
• HFA, including WCCP and
plant betterment projects
• Overhead and Underground
Switch and Structure
replacements
Education
Whittier College
Professional Summary
Accomplished safety and goal-oriented Manager and Planner that focuses on quality work and efficiency. Experienced in delivering a variety of high-quality products while creating and maintaining outstanding partnerships and amazing customer/client interaction throughout the utility industry.

Experience
Asplundh Engineering Services, LLC (2022-
present)
EV Charge Ready Project Manager / Planner 2
• Intake, negotiate and track new work
• Maintained high level customer service with internal and external customer with constant communication
• Managed budgets and cost analysis for all projects
• Created work order contracts
• Upholding design standards in order to ensure all projects meet constructability requirements
• Provide planning and design support internally and externally Asplundh Construction, LLC (2021-2022)
Large Projects Project Manager / Planner 2
• Exceeded in project management across a team of multiple planners and designers
• Project manage multiple large projects
Asplundh Construction, LLC (2018-2021)
Large Projects Team Lead / Planner 2
• Ensured that all project deadlines were met
• Shown an advanced understanding of both overhead and
underground distribution material, equipment and systems • Quality control for various types of projects
• Provided team with support and necessary information to be successful
Daniel
Anaya
Project Manager / Planner 2
Asplundh Engineering Services, LLC | 714.893.2405 | [email protected] | 6101 Gateway Dr. Cypress, CA 90630 36 36 of 256
Asplundh Construction
714-893-2405
[email protected]
6101 Gateway Dr.

Cypress, CA 90630
Asplundh Construction, LLC (2018-2021)
Large Projects Team Lead / Planner 2
• Ensured that projects were on track and that all deadlines were met
• Shown an advanced understanding of both overhead and
underground distribution material, equipment and systems • Quality control for various types of projects ranging from overhead to underground
• Provided team with support and necessary information to be successful
Asplundh Construction, LLC (2016-2018)
Planner 1
• Quality Control for Pole Loading
• Trained new employees
• Performed Vault Inventory inspections
• Provided weekly status updates to internal and external customers
Asplundh Construction, LLC (2015-2016)
Accounting
• Maintained various types of trackers
• Data entry
• Record keeping
• Provided planning department with job support and record keeping
• Kept accurate account of hours being billed to each job Accomplishments
MVP Award: December, 2019
MVP Award: December, 2018
Performance Award: December, 2017
Performance Award: December, 2016
Daniel
Anaya
Project Manager / Planner 2
Asplundh Engineering Services, LLC | 877.884.5426 | [email protected] | 708 Blair Mill Road, Willow Grove, PA 19090 37 37 of 256
Contact
586-733-6886
[email protected]
5856 Corporate Ave., Suite 110
Cypress, CA 90630
Education
Fullerton College – AS – Computer
Science (2021) – 3.0 GPA
California State University Fullerton
– BS – Computer Science (In
progress)
Skills
• Problem-solving abilities
• Project Planning
• Well Organized
• Time Management
• Leadership Experience
Software
• AutoCAD 2D & 3D
• AUD 2008 & 2020
• Ocalc
• Microsoft Visual
Studio
• PuTTY SSH
• Advanced use of all
Microsoft Office
PRoducts
Programming Languages
• C++
• Java
• HTML/CSS
• JavaScript
• React
• xcode
Professional Summary
Experienced Drafter & Designer currently working with AutoCAD and AUD. Able to balance a large workload with projects of various size and complexities. Detail-Oriented and Efficient all while maintaining a high level of communication throughout projects.

Experience
Asplundh Engineering Services, LLC (2022 – Current)
CAD QC
• Reviewed and approved construction drawings
• Reviewed DWG files to ensure compliance with standards • Conduct training sessions for designers
• Track multiple projects progress through to completion Asplundh Engineering Services, LLC (2020 – 2022)
Designer
• Primarily working on SCE large projects
• Using AutoCAD & AUD to draft preliminary construction drawings • Draft a simple overall summary of the project if required • Communicate with other departments to move the project effectively
• Complete forms required for the project
• Meet internal & external due dates for different departments Asplundh Construction Company, LLC (2018 – 2020)
Drafter
• Using AutoCAD to draft construction drawings and Traffic Control Plans
• Primarily working with Crown Castle and SCE
• Using OCALC to calculate loads on poles
• Train new employees on different types of projects
• Field walks with customer’s engineers whenever needed • Attend meetings with customer to update standards
• QC all projects to maintain a consistent work quality FJS Cable Engineering (2017 – 2018)
Drafter
• Utilized AutoCAD to draft Traffic Control Plans (TCP) and layout plans
• Reviewed various infrastructure plans to draft precise and accurate designs
• Proposed an underground fiber design and ensured compliance with various infrastructure requirements
• Ensured compliance with city regulations to obtain necessary permits
Asplundh Engineering Services, LLC | 877.884.5426 | [email protected] | 708 Blair Mill Road, Willow Grove, PA 19090 Bishoy Farag
CAD QC
38 38 of 256
Section 3. Proposed Fee Estimate
Asplundh Engineering Services, LLC proposes to perform the Conceptual Design Services – Utility Undergrounding Study for a not-to-exceed amount of $53,800 based on the level of effort required to complete conceptual engineering, coordination, and deliverables for the three identified study areas. The proposed fee is structured as a time-and-materials contract with a defined not-to-exceed limit. Invoices will be based on actual hours worked at the rates shown in the next section 3.2
Phase / Milestone Description Estimated Fee
Project Kickoff & Coordination Data collection, kickoff meeting, utility owner coordination
$8,500
30% Conceptual Design Preliminary layouts, confirm prelim boundary maps, verify utility
pole/overhead data, initial cost model
$15,000
60% Conceptual Design Refined design, agency coordination, linear footage, approximate transformer
count, cost update
$20,000
90% Conceptual Design & Final
Report
Final exhibits, cost breakdowns in Excel
and PDF, technical memorandum
$5,300
Closeout & Presentation City review meeting, final edits, documentation, conceptual designs in
PDF and CAD format
$5,000
Cost Breakdown by Boundary
North Laguna $18,345.00
South of Downtown $27,435.00
South Laguna $8,020.00
Total Price $53,800.00

3.2 Labor Hours and Billing Rates
Role / Title Bill Rates
Electrical Engineer $195
Project Manager $120
Planner $120
Drafting Lead $95
Administrative Support $75
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3.3 Assumptions
• AES will perform all engineering disciplines in-house (no subcontractors). • Three study areas are included (North Laguna, South of Downtown, South Laguna). • City will provide available record drawings, GIS base maps, and utility contacts. • 3 Virtual Meetings Included. Ideally one kickoff, one mid-design (60%), and one closeout presentation.
• Scope excludes survey, geotechnical, environmental, or permitting services. • Scope excludes undergrounding of Coast Highway
• Excludes acquiring required easements
• Additional services, if requested, will be billed per the rates in Section 3.2 with written authorization.

3.4 Billing and Payment
Invoices will be submitted monthly based on percentage completion by milestone or actual time expended. Payment is due within 30 days of receipt. AES will not exceed the authorized budget without prior written approval.

Section 4. Relevant Experience
Asplundh Engineering Services (AES) has extensive experience providing conceptual and detailed undergrounding design services for both Southern California Edison (SCE) and municipal clients under the Rule 20 program. AES’s work emphasizes constructability, cost accuracy, and multi-utility coordination—skills essential to the City of Laguna Beach’s Utility Undergrounding Study.

City of Anaheim – Underground Conversion Program (Various Districts) Client: Anaheim Public Utilities
Services: Conceptual & Detailed Design, Utility Coordination, Cost Estimating AES supported Anaheim Public Utilities in its ongoing Underground Conversion Program, delivering both conceptual and detailed design services for multiple project areas within various districts including the Harbor Blvd. area near Disneyland and multiple Anaheim Hills neighborhoods. These projects included:
• Developing joint trench layouts for electric, telecom, and street-lighting facilities. • Preparing conceptual cost models and phasing strategies for early budgeting. • Coordinating with SCE, AT&T, and Cox for facility relocations and trench allocations. • Evaluating constructability constraints in narrow corridors and high-traffic urban environments.

This program required balancing aesthetics, utility standards, and field constructability—an approach directly aligned with the City of Laguna Beach’s undergrounding objectives. 40 40 of 256
Southern California Edison – Rule 20A and 20B Undergrounding Support Client: Southern California Edison (SCE)
Services: Conceptual Design, Cost Estimation, Joint Utility Coordination AES has provided engineering support for multiple Rule 20A and 20B undergrounding projects throughout Southern California. These assignments included:

Reviewing existing overhead circuits to determine underground conversion feasibility. • Developing conceptual trench alignments and profiles for joint utility use. • Preparing planning-level cost estimates and technical memoranda to support City and SCE coordination.
• Ensuring designs aligned with SCE Distribution Design Standards, spacing, and safety requirements.

Through this experience, AES has developed a deep understanding of Rule 20 funding and coordination protocols, as well as the documentation needed to advance conceptual designs into implementation phases.

Summary of Relevance
AES’s demonstrated success on Anaheim’s Underground Conversion Program and SCE Rule 20 projects positions the firm uniquely for this study. The AES team brings:
• Proven ability to deliver conceptual designs that identify cost drivers and constructability constraints early.
• Direct familiarity with SCE and telecom coordination protocols. • Hands-on experience creating planning-level exhibits and cost estimates used for municipal decision-making and funding applications.
• A practical, field-informed approach that ensures conceptual designs are realistic, coordinated, and ready for advancement.

Project examples for both the City of Anaheim and Southern California Edison have been attached to the end of this proposal.
41 41 of 256

APPROVALS
DWG. NO.

SHT.

NO. DESCRIPTION

CITY OF ANAHEIM
DESIGN BUILD MASTER AGREEMENT 14 FY-22/23

PLANS FOR THE CONSTRUCTION OF
UNDERGROUND ELECTRIC RELIABILITY IMPROVEMENT PROJECT - PERALTA HILLS - SITE # 1 (551 S. PERALTA HILLS DR - 609 S. PERALTA HILLS DR.)
PROJECT NO. 2200000155
ACCOUNT NO. 528-521-6768-7865-2300940-01 DESIGNACCOUNT NO. 528-521-6768-7865-2300712-01 12KV & 6.9KV CONDUITS AND SUBSTRUCTUREACCOUNT NO. 528-521-6768-7865-2300872-01 12KV & 6.9KV ELECTRICAL INSTALLATIONACCOUNT NO. 528-521-6768-7865-2400365-01 12KV & 6.9KV ELECTRICAL DEMOLITIONACCOUNT NO. 528-521-6768-7865-2300941-01 AT&T CONDUIT INSTALLATIONACCOUNT NO. 528-521-6768-7865-2300942-01 CHARTER SPECTRUM CONDUIT INSTALLATION

CITY OF ANAHEIM
DESIGN BUILD 14 FY-22/23