DocuSign Envelope ID: 29789F20- 4ECD- 4B07- 8831- 5D753D1854D5 Agree No 2022- 05
Second Amendment to Agreement between
Willdan Financial Services (WFS) and the City of Lomita for Preparation of Park & Recreation and Sewer Impact Fee Studies This Second Amendment to the Agreement is made and entered into between the City of Lomita (" City") and Willdan Financial Services (" Consultant"). The City and Contractor mutually agree to amend the existing Agreement entered into on September 1, 2020, as follows:
RECITALS
A. an September 1, 2020, the City entered into an Agreement with Consultant for the preparation of a comprehensive user fees and charges rate study ("Agreement").
B. On August 17, 2021, the City amended the Agreement to extend the term until March 31, 2022.
C. The City and Contractor now desire to amend the Agreement and extend the term until May 1, 2023, to prepare and develop Park & Recreation and Sewer Impact Fee Studies.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants hereinafter contained, the parties hereto agree as follows:
1. Section 1 — Compensation. The City and Consultant agree that the total compensation for the extended term shall not exceed $ 19, 500.
2. Section 2 — Scope of Services. The City and Consultant agree to add the services and activities set forth in the scope of services attached hereto as Exhibit A to update the existing Park & Recreation Facilities impact fee and create a Sewer Facilities impact fee.
3. Section 7 — Term of Agreement. The City and Consultant agree to extend the term of the Agreement until May 1, 2023.
4. All terms, conditions, and other provisions of the Agreement, including all exhibits, not affected by this Second Amendment shall remain in full force and effect.
5. The Parties agree that this Second Amendment to the Agreement will be considered signed when the signature of a party is delivered by facsimile transmission, scanned, and delivered via electronic mail, or delivered using digital signature technology approved by the City. Such facsimile or electronic signatures will be treated in all respects as having the same effect as an original signature.
DocuSign Envelope ID: 29789F20- 4ECD- 4B07- 8831- 5D753D1854D5 IN WITNESS WHEREOF, the parties hereto have executed this Second Amendment on the 28th day of February 2022, at Lomita, California.
City of Lomita
Ryan S o6tgLCiliM ad6r
Attest:
Willdan Financial Services
BY _( fk' is Finn _r
Chris Fischer, Vice -President
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2 DocuSign Envelope ID: 29789F20- 4ECD- 4B07- 8831- 5D753D1854D5 Exhibit A
February 10. 2022
We'VV I LLDAN
INANCiAL SERVICES
Mr. Gary Sugano vi! P.M" it
Assistant City Manager g. suganoia) lomitacity. com
City of Lomita
24300 Narbonne Avenue
Lomita, California 90717
Re: Proposal to Prepare Park & Recreation and Sewer Impact Fee Studies for the City of Lomita Dear Mr. Sugano:
In response to direction received from City Council on January 18, 2022, the following outlines Willdan Financial Services' (" Willdan") scope of services and fees to assist the City of Lomita (" City") to update the existing Park and Recreation Facilities impact fee and create a Sewer Facilities impact fee. We will build upon our findings documented within the recently prepared Lomita Development Impact Fee Program Review memorandum.
Scope of Services
We want to ensure that our work plan is responsive to the City' s needs and specific local circumstances. We will work with the City to revise our proposed scope based on input prior to approval of a contract, and as needed during the course of the study.
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Identify and resolve policy issues and review the existing Park and Recreation Facilities impact fee.
Willdan will build upon the information and findings contained within the Impact Fee Program Review memorandum. It may be necessary to review agency documents related to existing capital planning policies, funding programs including existing impact fees, and the City' s most recent evaluation of its existing facility inventory and future facility needs. Bring policy issues to the attention of City staff, as appropriate, during the project and seek guidance prior to proceeding.
Willdan will make suggestions for modifications to the existing fee structure, as appropriate.
One ( 1) conference call with City staff to initiate the project, to determine data needs, and to examine applicable policy issues.
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Information requests; and revised project scope and schedule ( if needed).
Identify estimates of existing levels of development; and identify a projection of future growth consistent with current planning policy.
Identify base year for estimating existing levels of development and for calculating facility standards based on existing facility inventories. Include entitled development that would be exempt from the fee program. Consult with City staff to identify growth projections to a defined long- range planning horizon ( 10 to 30 years). Projections provide a basis for determining the facilities needed to accommodate growth.
Identify population and employment density factors to convert population and employment estimates to dwelling units and building square footage. Identify sewer flow generation factors needed to estimate existing and future demand for sewer facilities. 951- 587. 3500 I 800. 755. 6864 I fax. 951. 587. 3510 1 27368 via Industria. Suite 200, Temecula, CA 92590 1 www. willdan. com DocuSign Envelope ID: 29789F20AECDAB07- 8831- 5D753D1854D5 Mr. Gary Supano, City of Lomita
Propose( to Prepare Park 6 Recreation and Sewer Impact Fee Studies February 10, 2022
Pape 2
Changes to estimates and projections during subsequent tasks could cause unanticipated effort and require an amendment to the scope of services and budget. Obtain approval of estimates and projections from City staff prior to proceeding.
Objective: Calculate the total cost of park & recreation and sewer facility improvements needed through the study' s planning horizon. Of the total facility costs, determine the portion of facility costs required to accommodate growth and the portion of costs attributable to existing deficiencies, if any.
Description: Identify the cost of associated facilities needed to accommodate existing and new development within the City' s service boundaries. We will distinguish between: facilities needed to serve growth that can be funded by impact fees); and facilities needed to correct existing deficiencies ( that cannot be funded by impact fees). Decide upon the use of a cost allocation method ( existing inventory, system plan, planned facilities, or buy4n) based upon the City' s circumstances for the sewer and park fees. It is anticipated that the sewer fee will use a buy -in approach to calculate fees, but we will determine the best approach with City staff during the project.
This scope of work does not include additional engineering analysis to identify total facility needs, existing deficiencies, or cost estimates.
Task 4. Fee Calculation and Analysis
Objective: Using the cost allocation approach previously determined, calculate a schedule of sewer impact fees by land use and update the park & recreation impact fee schecule.
Description: Generate fee schedule( s) to apportion facility costs to individual development projects. Use facility costs per unit of demand multiplied by demand by land use category based on data developed in prior tasks. The cost allocation approach will ensure that there is a nexus between the improvement costs to be funded with impact fee revenue and the development that will pay the fees.
If impact fees will only partially fund a capital project, the Mitigation Fee Act requires the agency report on the anticipated source and timing of the additional funding every five years. There are two types of alternative funding sources that we will identify:
Funding from non -impact fee sources to correct existing deficiencies; and Funding from new development other than impact fees that must be credited against new development' s impact fee contributions, possibly including taxes paid to finance facilities.
Objective: Provide a technicalty defensible fee report that comprehensively documents project assumptions, methodologies, and results.
Description: Prepare draft report tables that document each step of the analysis, including schedule of maximum justified fees by land use category.
Following one round of comments from City staff on the draft fee tables, prepare administrative draft report describing fee calculation methodology and the nexus between the unfunded improvement costs and new development that will be subject to the fees. v
DocuSign Envelope ID: 29789F20- 4ECD4B07- 8831- 5D753D1854D5 Mr. Gary Sugano, City ofLomita
Proposal to Prepare Park & Recreation and Sewer Impact Fee Studies February 10. 2022
Following one round of comments on the administrative draft, prepare public draft for presentation to interested parties, the public and elected officials. Prepare final report if necessary based on one round of comments received on the public draft report. Submit up to ten bound copies of the report. If requested, post report on corporate web site for public access.
Draft report tables, administrative draft report, public draft report, and final report.
Present the findings of the impact fee studies to the City Council at a regular Council meeting Willdan will rely on the validity and accuracy of the City' s data and documentation to complete the services described herein. Willdan will rely on the data as being accurate without performing an independent verification of accuracy, and that we will not be responsible for any errors that result from inaccurate data provided by the client or a third party.
Fee for Services
As described in the Scope of Services section, Willdan will prepare the Park & Recreation and Sewer Impact Fee Studies for a fixed fee of $19, 500.
Please Note:
Additional meetings ortasks outside our proposed scope of work will require an additional fee, either negotiated on a fixed basis or on a time and materials basis at our standard rates.
For the purposes of our proposal, telephone conference calls are not considered " meetings" and are not limited by our scope of services.
The City will be invoiced on a monthly percentage - completion basis.
Additional Services
Additional services may be authorized by the City and will be billed at our then -current hourly overhead consulting rates. Our current hourly rates are,
Group Director 250 Managing Principal 240
Principal Consultant 210 Senior Project Manager 18: i
Project Manager 165 Senior Project Analyst 135
Senior Analyst 125 Analyst II 110
Analyst 1 100
We appreciate this opportunity to continue to serve the City of Lomita and look forward to hearing from you. Please feel free to contact me directly at ( 510) 853- 2612 or via email at jedison@willdan. com if you have any questions regarding this submission.
Sincerely,
Willdan Financial Services
James A. Edison
Managing Principal