Norco City Council
December 21, 2022

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

13 Dates of Services: 2018 – ongoing
Project Team: David Hyder, Sally Van
Etten, Ben Stewart
Client Contact: Rudy Rosas
Senior Civil Engineer, City of Santa Ana
220 S. Daisy Ave., M-85,
Santa Ana, CA 92703,
(714) 647-3379,
[email protected]
Contract Amount: $160,025

COMPREHENSIVE WATER, RECYCLED WATER, AND

SANITARY SEWER RATE STUDY
City of Santa Ana, California
The City of Santa Ana, located in Orange County CA provides water, recycled water, and sewer services to a population of approximately 334,000. The City wished to review the cost basis for existing rates and establish a long-term financial plan that would allow them to proactively repair and replace capital infrastructure. Similar to other utilities in California, the water demand in Santa Ana has declined for a myriad of reasons. Our team worked with the City to develop updated water, recycled water, and wastewater rates for the City to recover projected operating cost increases; continue to repair and replace aging infrastructure; enhance financial stability of the utility; avoid the depletion of reserves; and comply with state and federal regulatory and legal requirements.

Stantec has worked with the City to establish a long-term/ten-year financial plan for each enterprise fund. As part of this effort, the project team assisted the City to evaluate multiple capital improvement scenarios and funding strategies. Our team has also worked with the City to review and update cost-of-service analysis to support equitable rates and fees. The recommended rate structure was designed for compliance with Proposition 218, enhancement of revenue stability, and both maintenance and enhancement of affordability for customers.

To augment the City’s messaging of the proposed rates, our team developed Proposition 218 mailers in multiple languages, developed a proposed rate increase website, and developed a rate survey for the water and wastewater enterprises. These deliverables allowed for the rate payers to understand the proposed rates, what services they are paying for, why they are needed, and how the resulting rates compare to other communities in the area.

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

14 Dates of Services: 2019 – 2020
Project Team: David Hyder, Ben Stewart,
William Zieburtz
Client Contact: Richard Lou, Principal
Management Analyst
(510) 287-0399
[email protected]
Contract Amount: $74,700

WATER SYSTEM CAPACITY CHARGE STUDY
East Bay Municipal Utility District, Oakland, California The East Bay Municipal Utility District (EBMUD) is a public utility district which provides high quality water to approximately 1.4 million customers in the east bay communities of the San Francisco bay area. Among the chief challenges facing EBMUD are the needs to serve a rapidly growing community that is redeveloping old neighborhoods with new housing stock (especially multifamily housing redevelopment), and the need for additional investment to enhance EBMUD’s resilience to drought.

EBMUD utilizes Water System Capacity Charges (SCC) to recover appropriate shares of the costs of water distribution and water supply investments from new customers. The SCC program works in the same way as comparable programs in that it provides a mechanism to minimize the impacts of growth on the existing customer base. But EBMUD’s SCC program differs from many other fee programs in that it recognizes differences in typical demand profiles and capacity costs across geographic sub-areas. EBMUD has been collecting SCCs since 1983. SCC fee schedules have been increased annually based on a construction cost escalation factor for over a decade. EBMUD engaged Stantec in 2019 to conduct a comprehensive review of the existing SCC fee methodology, followed by an analysis to re-establish the cost basis of the fees to ensure they adequately fund the cost to provide water infrastructure to serve future development.

The ongoing SCC Study includes a comprehensive review of the methodology employed to calculate SCCs, as well as all procedures used to assess SCCs to individual applicants, with a particular focus on the justification and feasibility of adjusting the fee schedule to reflect lower the demand profiles of smaller multi-family residential units or other low water use situations. The water industry appropriately relies on “equivalent unit” approaches to manage multiple types of capacity related charges; EBMUD’s interest in the potential to reflect the reduced demand characteristics of small residential units created an opportunity for Stantec to support the District in a fresh and comprehensive analysis on this issue of increasing importance to many utilities.

The ongoing study also includes analysis of enhanced water demand records and updated projections to better understand peak and seasonal water demand patterns, and to reflect that knowledge in EBMUD’s SCC schedule. Seasonal demands and drought year water supply considerations are tremendously important in determining costs of water supply and infrastructure establishment, yet most capacity charge programs lean heavily on comparatively generic average daily demands. Recognition of individual peaks or seasonal or drought condition demand factors could have the potential to contribute to the development of a “next level” of beneficial differentiation and specificity in the allocation of costs to different types of new customers, as well as a meaningful enhancement in the equitable recovery of these costs through refined SCC approaches.

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

15 INDEPENDENT WATER AND WASTEWATER RATE REVIEW
City of San Diego, California
Ongoing upward pressures on rates, combined with changes in the City’s utility cost structures and complex state requirements, led the City of San Diego to create an independent review function to aid the City in meeting its goal of providing safe and reliable services at the lowest possible costs while improving transparency of the City’s rate development and review processes. Stantec was engaged to provide this independent review function.

The cost-of-service studies conducted by the Public Utilities Department (PUD) and the existing rate consultant were seen by some stakeholders as needing a fresh look from an outside perspective to minimize risk of carrying forward outdated policies, assumptions, and methodologies. The San Diego City Council charged the City’s Independent Budget Analyst (IBA) with the responsibility of managing an explicitly independent review process to address future cost-of-service studies and rate proposals developed by the City’s PUD. The IBA fulfills this role in conjunction with the City’s Independent Rates Oversight Committee (IROC) as the key stakeholder, which serves as an official advisory body to the Mayor and City Council on policy issues relating to City PUD’s operations, financial management, and rate setting practices.

The complexity and difficulty of creating a meaningful independent review process led the IBA to engage Stantec to provide clear, objective, and unbiased analysis and advice regarding proposed rate changes. As is the case for many agencies around the country, the financial requirements for operation, maintenance, and rehabilitation of major systems of urban infrastructure create significant challenges to that specific goal of providing low-cost reliable service. Added to those challenges, the City’s Pure Water Program, a potable water recycling program that will provide one-third of San Diego’s water supply by 2035, as well as a shift in the wholesale water provider’s rate structure toward higher fixed charges will yield changes in the City’s cost structure, increased operational and planning complexity, and burdens that can seem enormously difficult from many perspectives as increases in rates and charges will be necessary.

Dates of Services: 2020 – ongoing
Project Team: Andrew Burnham, Ben
Stewart, William Zieburtz
Client Contact: Angela Colton, Fiscal &
Policy Analyst
202 C St., San Diego, CA 92101
(619) 236-6555
[email protected]
Contract Amount: $200,000

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises 16

7. SCHEDULE
The schedule below is aligned with the City’s desired public hearing on May 17, 2023. However, in order to accomplish the scope within the desired timeframe, we will need to receive water and sewer system data in a very short timeframe following the award of the contract. As such, we have included an initial data request list for the Water & Wastewater Enterprise Funds in Appendix B of this proposal to begin the data transfer process such that the data could be available shortly after contract approval. If the data requirements cannot be provided in a timely manner, potential delays to the schedule may occur. Our project schedule assumes 3 on-site presentations, in addition to periodic online interactive meetings.

Task 1 Revenue Sufficiency Analysis and Financial
Planning
Task 2 Cost-of-Service Analysis
Task 3 Rate Design
Task 4 Reclaimed Water Cost Determination
Task 5 Review of Potential Demand and Usage
Task 6 Cost of Service Allocation Analysis
Task 7 Level of Cost Recovery and Rate Design
Task 8 Rate and Bill Comparisons
Task 9 Reports and Presentation
Work Element I: Water & Wastewater Enterprise
Work Element II: Reclaimed Water Enterprise Fund
Work Element III: Deliverables
May
City of Norco
Rate Analysis of Water, Wastewater & Reclaimed Water Enterprises Proposed Project Schedule
Tasks December
Month
January February March April Page 166 of 329
Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

17 8. SIGNATURE
Mr. David Hyder has the authority to contract with the City. He can be reached at 1101 14th Street NW Suite 1200 Washington DC 20005, by phone at (443) 538-1175, or via email at [email protected]. Stantec Consulting Services Inc. is in good financial standing and can provide financial statements if requested by the City.

This proposal is a firm offer for a period of 90-days from the date this proposal was submitted. _____________________________________
David Hyder
Senior Principal

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

18 9. ESTIMATE OF CONSULTING FEE
Based upon our understanding of the scope of services requested by Norco, we propose to complete the requested scope of services for a total not-to-exceed fee of $85,255, inclusive of all expenses.

Any additional services requested by the City will be completed at the hourly rates noted in Section 3 below.

1. Labor Allocation
The summary table below demonstrates the labor allocation by task required to complete the requested scope of services, inclusive of all tasks we recommend completing.

2. Expenses
Our cost proposal is inclusive of all out of pocket expenses including, airfare, hotels and administrative costs such as printed materials and overhead costs.

3. Hourly Rate Schedule
The table below represent the hourly rates for each member of our proposed project team.

Hourly Rates
Technical Advisor $375
Project Director $325
Project Manager $250
QA/QC Advisor $250
Project Consultant $160

4. Cost Proposal
The following pages represents the detailed work plan and cost proposal to complete the Water, Wastewater & Reclaimed Water Rate Analysis. Please note that all expenses are included herein.

Task 1 Revenue Sufficiency Analysis and Financial Planning 86 Task 2 Cost-of-Service Analysis 40
Task 3 Rate Design 73
Task 4 Reclaimed Water Cost Determination 17
Task 5 Review of Potential Demand and Usage 16
Task 6 Cost of Service Allocation Analysis 14
Task 7 Level of Cost Recovery and Rate Design 60
Task 8 Rate and Bill Comparisons 6
Task 9 Reports and Presentation 49
Total Estimated Hours 361
Task Hours
Work Element I: Water & Wastewater Enterprise Funds
Work Element II: Reclaimed Water Enterprise Fund
Work Element III: Deliverables

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises 19 $375 $325 $250 $250 $160 Task 1

1.1 0 1 1 1 4 7

1.2 0 1 1 1 2 5

1.3 0 1 1 1 2 5

1.4 0 0 0 0 6 6

1.5 0 0 1 0 4 5

1.6 0 1 1 0 16 18
→ Capital Improvements Program
- Project listing by year
- → Financial Policy Review, including reserve levels (operating, capital, and rate stabilization), capital reinvestment, etc. → Borrowing Program
-
- Timing of bond issue(s)/loan(s) to provide required borrowed funds → Revenue Sufficiency Analysis
- Annual revenue and operations & maintenance expense projections -
-
- 1.7 0 1 1 1 2 5

1.8 Review results with consulting team, make adjustments, and create alternatives scenarios of rate adjustments and CIP spending. 0 1 1 1 4 7

1.9 Meet with City staff in an interactive work session to review preliminary results [Virtual Meeting #1]. 0 2 2 0 4 8

1.10 1 1 1 0 4 7

1.11 Meet with City staff in a second interactive work session to review revised results [Virutal Meeting #2]. 0 2 2 0 4 8

1.12 0 0 0 1 4 5
Task 2 Cost-of-Service Analysis

2.1 0 1 2 0 6 9

2.2 0 1 2 0 8 11

2.3 1 1 2 1 6 11

2.4 0 1 1 0 2 4

2.5 2.6 0 1 1 1 2 5
Revenue Sufficiency Analysis and Financial Planning
-- included in Task 1.11 --
Identify any borrowing required and/or appropriate to fund certain CIP projects, to include but not necessarily be limited to, revenue bonds and state programs.

Perform a detailed review and analysis of historical billed volume and customer data to observe trends in demands, usage patterns and customer growth in order to develop projections of customers and usage for all customer classes.

Evaluate budget versus actual performance (O&M and capital) to determine proper funding levels to include in rate revenue requirements as well as trends in annual expenses to inform future cost escalation factors/assumptions.

Identify potential changes to rate classes, including adding or combining existing rate classes.

Meet with City staff in an interactive work session to review preliminary results [Virtual Meeting #2].

Allocate costs/revenue requirements to functional cost components and then to customer classes based upon appropriate allocation criteria and usage characteristics. Identify any potential customer rate subsidization that may exist as well as impact Projections of other revenue requirements such as R&R, minor capital, transfers, debt service/loan payments, Evaluation of adequacy of revenue provided by existing rates to meet current and projected system requirements Alternative plans of annual percentage rate adjustments to provide sufficient revenues over a multi-year projection Make adjustments as required based upon input from City staff and prepare revised workbook of assumptions and preliminary City of Norco
Rate Analysis of Water, Wastewater & Reclaimed Water Enterprises Project Work Plan and Estimated Hours Schedule
Total
Project Rates →
Project
Manager
QA/QC
Advisor
Project Tasks
Estimated Labor-Hours
Technical
Advisor
Financial
Analyst
Project
Director
Work Element I: Water & Wastewater Enterprise Funds
Perform adjustments, finalize module/resulting allocations based upon input from City staff.

Input current financial and billing data into our financial planning module, run the model, and produce preliminary output, including a five and ten year financial management program that will include the following:

Prepare initial data request list and detailed critical path schedule.

Conduct kickoff conference call with City Staff for data collection and to finalize understanding of study objectives, approach, Compile and review historical, current, and projected financial, and other system data as provided by staff.

Identify all test year costs/revenue requirements associated with the provision of water and sewer service.

Review billing data and existing customer classes to determine recommended customer classes for cost allocation and rate Evaluation of existing and alternative capital improvement programs and funding requirements Make adjustments to the module as required to calibrate to the utility's specific financial dynamics.

Make adjustments as required based upon input from City staff, and prepare workbook of assumptions and preliminary results.

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises 20 $375 $325 $250 $250 $160 Task 3 Rate Design

3.1 1 1 4 0 4 10

3.2 1 1 4 0 4 10
a. b. c. d. e. 3.3 Develop User Fees:
a. Load billing history data into our rate module and create a bill frequency analysis. 0 1 1 1 6 9 b. Conduct a revenue test to ensure accuracy of billing data. 0 0 0 0 2 2 c. 0 0 0 1 3 4
d. Run the model and prepare rate structures that reflect the following considerations: 1 1 1 1 4 8 - Recovery of current and future costs of service in accordance with established and anticipated legal standards and regulations - Project demands of the customer base of the City
- Age and condition of the City's systems
- Funding requirements for all current long-term liabilities and debt requirements - Consistency with industry practice for utility rate making in the region e. 0 1 2 1 6 10 f. Review results with consulting team and adjust as required. 1 2 2 1 6 12 g. Meet with City staff in an interactive work session to review preliminary results [Virtual Meeting #2]. h. 0 0 2 2 4 8
Work Element II: Reclaimed Water Enterprise Fund
Task 4

4.1 1 2 2 1 6 12 →
→
→
→

4.2 0 1 1 1 2 5
Task 5 Review of Potential Demand and Usage

5.1 1 1 1 1 4 8

5.2 1 1 1 1 4 8
Task 6 Cost of Service Allocation Analysis

6.1 0 2 2 1 4 9

6.2 0 1 2 0 2 5
-- included in Task 1.11 --
Conduct a diagnostic analysis of the current utility rate structures (for all classes, including residential, commercial and irrigation) to identify strengths and weaknesses in terms of but not limited to the following criteria:

City of Norco
Rate Analysis of Water, Wastewater & Reclaimed Water Enterprises Project Work Plan and Estimated Hours Schedule
Total
Project Rates →
Project
Manager
QA/QC
Advisor
Project Tasks
Estimated Labor-Hours
Technical
Advisor
Financial
Analyst
Project
Director
Set up the rate model in conformance with the rate design evaluation in Task 3.1 and the cost allocation results of Task Ease of administration and understanding to City staff and customers.

Prepare a customer impact analysis to compare the recommended water and sewer rates for each class of customer and compare those rates to the existing rates.

Perform adjustments, finalize module/resulting rate design adjustments based upon input from City staff.

Reclaimed Water Cost Determination
Estimate potential bulk customer usage based on current non-potable usage and system demands.

Identify all costs associated with producing and delivering reclaimed water to include, but not necessarily be limited to the Allocate all identified costs to those costs associated with providing reclaimed service to potential reclaimed customers.

Estimate retail customer based on system demands and discussions with City Staff.

Review existing rates and rate structure methodologies including the cost distribution to various rate categories, including all Compliance with legal precedent and generally accepted industry practice (national and local).

Fair and equitable distribution of costs to customers in proportion to the benefit received and/or demand placed on the Consistency with community policies and management objectives regarding such things as affordability, conservation, Fiscal stability/risk of the utility.

Treatment costs
Transmission
Allocate costs requirements to functional cost components for reclaimed water and then to customer classes based upon appropriate allocation criteria and usage characteristics.

Other costs as identified during the Study
Pumping and storage costs.

Review the cost allocation spreadsheet with City staff and adjust as appropriate

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises 21 $375 $325 $250 $250 $160 Task 7 Level of Cost Recovery and Rate Design

7.1 0 2 4 4 6 16
a. b. c. d.

7.2 a. 0 1 1 0 4 6
b. 0 1 1 0 4 6
c. 0 1 3 3 6 13
d. 0 1 3 0 4 8
e. 0 1 3 3 4 11
Work Element III: Deliverables
Task 8 Rate and Bill Comparisons

8.1 0 0 0 0 6 6

8.2 Task 9 Reports and Presentation

9.1 1 4 4 2 12 23

9.2 0 1 4 0 0 5

9.3 1 2 2 0 0 5

9.4 0 1 1 1 1 4

9.5 0 4 0 0 0 4

9.6 0 4 0 0 0 4

9.7 0 4 0 0 0 4 TOTAL ESTIMATED LABOR-HOURS 11 58 71 33 188 361 TOTAL ESTIMATED FEE $4,125 $18,850 $17,750 $8,250 $30,080 $79,055 ESTIMATED EXPENSES $6,200 TOTAL NOT-TO-EXCEED FEE $85,255 City of Norco
Rate Analysis of Water, Wastewater & Reclaimed Water Enterprises Project Work Plan and Estimated Hours Schedule
Total
Project Rates →
Project
Manager
QA/QC
Advisor
Project Tasks
Estimated Labor-Hours
Technical
Advisor
Financial
Analyst
Project
Director
Attend final public hearing to adopt rates [On-Site Meeting #3] Develop reclaimed water rates under the selected rate structure:

Prepare a benchmarking of water, sewer and reclaimed water rates for surrounding and comparable utilities.

Make adjustments based upon input from City staff during the interactive work session.

Load all cost, demand and projected usage data into the reclaimed rate model.

Other as identified during the Study.

Usage rate per 1,000 gallons.

Reserved capacity fee.

Meet with City staff to review and discuss the results [Virual Meeting #3]. -- included in Task 7.2d -- Identify alternative rate structures for the provision of reclaimed water service to include, but not necessarily be limited to the Prepare draft report of the results of the study, and provide to City staff for review and comment.

Prepare presentation of the results of the study.

Adjust our interactive rate model to calculate the reclaimed water rates for potential classes of customers as defined in Review results with consulting team and adjust analysis as required.

Conduct an interactive work session with City staff to review the preliminary results. [Virtual Meeting #3] Attend public workshop with City Council [On-Site Meeting #2] Review presentation with City staff and make adjustments as needed.

Attend public workshop with Streets, Trails and Utilities Committee [On-Site Meeting #1] Adjust analysis and prepare final recommendations.

Fixed monthly service charge or minimum usage charge.

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

22 APPENDIX A: RESUMES
Resumes for the proposed project team members, as identified in Section 4 - Personnel, are presented on the following pages:
 David Hyder
 Andrew Burnham
 Ben Stewart
 Tracey Moher
 Loriza Khan

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

23 David is a Senior Principal with Stantec, applying engineering, environmental and financial expertise to a broad range of projects for clients. Mr. Hyder has 25 years of professional experience, and he specializes in assisting public sector clients with the financial and managerial aspects of environmental infrastructure. He has served as a project manager for hundreds of cost of service and rate studies for water, wastewater, storm water, reclaimed water and solid waste utilities, including development of financial plans, cost of service analysis, rate structure design and evaluation, and project reporting. He has also assisted several communities around the country with the establishment of storm water utilities. Mr. Hyder is currently serving on the AWWA Rates and Charges Committee and served as a contributing author for the recent editions of the AWWA Manual M1 – Principles of Water Rates, Fees and Charges, including contributions to the System Development Fee chapter.

Education
Master of Business Administration in Finance, Johns
Hopkins University, Baltimore, Maryland, 2002
Bachelor of Science, Civil / Environmental
Engineering, Michigan State University, East
Lansing, Michigan, 1998
Memberships
Rates and Charges Committee, American Water
Works Association
Publications & Presentations
WEF National Conference: Basics of Water and
Sewer Rates Workshop, September 2012
AWWA National: Declining Revenues and Your Rate
Structure, June 2012
Virginia GFOA: Achieving Utility Rate Sustainability,
August 2010
Chesapeake Section AWWA Annual Meeting:

Setting Rates for Utility Consolidation, August 2009
WE&T Magazine: Rate Setting for Community
Systems, June 2009
Principals of Water Rates, Fees and Charges,
AWWA Manual M1: Contributing Author, Sixth
Addition
Project Experience
City of Norco, California
David served as Project Manager for a
comprehensive water, sewer and recycled water rate
study for the City, including the development of a
financial forecasting model, cost of service analysis
and water rate structure evaluation. A key
component of the study was the identification of an
approach to help stabilize the City’s water system
revenues in light of significant reductions in water
sales due to drought restrictions. Based on our
recommendations, the City has taken several steps
to enhance the revenue stability of the Water Fund
including the adoption of a rate stabilization
reserves, increasing the portion of the revenues
from fixed charges and adoption of drought rates.

East Bay Municipal Utility District, California
David served as the project manager for a
comprehensive water system capacity charge
analysis for EBMUD. The study included the
development and analysis of detailed customer
class usage characteristics and examination of
changes in development patterns to determine an
appropriate structure for charging new customers
joining the water system. The study considered
capacity charges for affordable housing and for “tinyhouse” developments.

David Hyder
Project Director

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

24 Loudoun Water, Virginia
David has provided Loudoun Water with financial
consulting expertise for several years. He has
managed several comprehensive rate and cost of
service studies for the utility as well as conducted
numerous special purpose studies. The most recent
comprehensive plan development included the
development of a plan to finance the construction of
a new water supply Authority including an intake,
reservoir, and the Authority’s own water treatment
plant. Mr. Hyder has assisted Loudoun Water with
the development of financial policies including
establishment of appropriate reserves as well as
comprehensive rate and fee development for water,
wastewater, and reclaimed water.

City of Cleveland, Ohio
David served as the Project Manager responsible for
completion and oversight of five-year financial plan
for Division of Water and Water Pollution Control.

The Study included development of fully
functionalized cost of service, rate structure
evaluation, demand model development and project
reporting.

City of Portsmouth, New Hampshire
David has been engaged with the City of Portsmouth
for several years providing water, wastewater, and
storm water financial consulting expertise. He has
served as Project Manager for the development of
financial plans for the water and sewer systems
including the development of a rate plan to facilitate
the funding of an $80 million upgrade and expansion
of the City’s wastewater treatment plant. Dave also
served as project manager for the completion of a
storm water utility feasibility study for the City in an effort to develop a dedicated funding source for the
City’s storm water system.

City of Olathe, Kansas
David served as the Project Manager for a
comprehensive water, sewer, storm water and solid
waste rate study for the City. The study included the
development of revenue requirements, cost of
service allocations by customer class, and rate
structure design for the City’s four enterprise funds.

Dave managed the development of financial models
for each fund, on a consistent modeling platform that
will allow the City to track and manage the finances
of the funds in the future. As part of the storm water
utility analysis an alternative approach to billing for storm water was developed that transitioned the City
from using gross parcel size to impervious area
resulting in greater equity.

Prince William County Service Authority, Virginia
David is currently serving as Project Director for the
development of a comprehensive reserve policy
review for the Authority. PWCSA currently maintains
four reserve funds including an operating fund,
replacement fund, expansion fund and commitment
fund. Our project team is currently developing a
financial model to assist in the establishment of a
target range for balance for each of the Authority’s
funds. Our project team will also be commencing a
full cost of service and rate study for the Authority
within the next few months.

Toho Water Authority, Florida
David has served as the Project Director for several
engagements with the Toho Water Authority. Most
recently, he assisted with the development of a
water budget-based rate structure for the Authority’s
commercial reclaimed water irrigation customers.

The structure includes irrigation tiers based on
landscaped area for each individual customer. The
structure was recently adopted by the Authority and
is the first of its kind in the State of Florida. David has also assisted with the calculation of the
Authority’s bulk reclaim water rates and a
comprehensive analysis of the utility’s system
development charges.

Orange Water and Sewer Authority, North
Carolina
David has served as Project Manager for several
comprehensive water and sewer rate studies for
OWASA. The studies have included development
of financial plans, detailed cost of service analysis,
rate design and analysis of system development
charges. He is currently engaged with the Authority
to re-examine the Authority’s system development
charges in light of new legislation in the State of
North Carolina pertaining to these fees.

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

25 Andy is the Vice President and Global Practice Leader of Financial Services at Stantec. Andy has extensive experience in conducting as well as overseeing cost-of-service allocations, long-term financial planning analyses, and development of alternative rate structures for a variety of utility systems, including water, wastewater, reclaimed water, stormwater, solid waste, recycling, electric, and natural gas. He has been recognized as an industry expert as part of providing testimony in utility rate-related regulatory proceedings in multiple states and territories (including Florida, Michigan, Arizona, and the United States Virgin Islands), as well as before the Federal Energy Regulatory Commission. He has led well over 500 studies for 150+ local governments and has supported our clients in the issuance of $1 billion of bonds for projects in the past 5 years.

Andy is currently serving on multiple AWWA and WEF Committees and was actively involved in the recent update to AWWA Manual M1 – Principles of Water Rates, Fees and Charges, notably in regard to outside-city retail rates, wholesale rates, and reuse rates. In addition, Andy led the development of the Cash Reserve Policy Guidelines Report recently published by the AWWA and was recently an instructor at the Michigan State University Institute of Public Utilities Advanced Ratemaking Program focused on complex water resources issues.

Education
Bachelor of Business Administration, Lake Superior
State University, Sault Ste. Marie, Michigan, 2000
Memberships
Rates and Charges Committee, American Water
Works Association
Financial Accounting & Management Controls
Committee, American Water Works Association
Management Committee, Water Environment
Federation
Government Finance Officers Association, Florida
Section
Utility Resource Management Committee, National
Association of Clean Water Agencies
Publications & Presentations
Money Matters - Utility Cash Reserves, Journal
AWWA, 2018 (co-author)
Paying for Stormwater - Engaging the Community,
American Public Works Association Annual
Conference (PWX), Orlando, FL, 2017.

Can Conservation Rates be Tied to the Cost to
Serve? American Water Works Association Annual
Conference & Exposition, Philadelphia, PA, 2017.

Reclaimed Water Expansion: An Approach that
Makes Sense, AWWA Annual Conference &
Exposition, Philadelphia, PA, 2017.

Project Experience
Independent Water and Wastewater Rate Review
| City of San Diego, California
Andy is serving as the Project Director in an
engagement with the City of San Diego to assist the
Independent Budget Analyst’s office and provide an
independent review function to aid the City in
meeting its goal of providing safe and reliable
services at the lowest possible costs while improving
transparency of the City’s rate development and
review processes. Stantec is providing technical
assistance to the IBA and the IROC to help the City
make the right decisions, including independent
review of cost of service and rate proposals for
accuracy and compliance with industry practices and
substantive requirements of Proposition 218,
perspective from rate and user charge strategies
used in other communities, analysis in response to
IBA, IROC, or Council questions or comments, input
and innovative solutions as might be beneficial from
other rate proceeding processes, and assistance in
communicating the implications of any proposed
changes in rates. By independently assessing the
accuracy, clarity, and fiscal responsibility and
Andrew Burnham
Technical Advisor

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

26 appropriateness of rate proposals, Andy is helping
the IBA and IROC to build the context needed by
City Council as it contemplates further rate
increases.

Western Area Water Authority | North Dakota
Andy is serving as the Project Manager on a
financial feasibility study for the Authority as required by the 2017 legislature. As part of the study, our
team quantified the amount of excess capacity
available on a locational basis to evaluate the
potential of firm and interruptible service offerings
that would effectively change the Authority’s primary
role to more of a pure wholesaler of water to local
private water companies. The study incorporated
potential revenue from a new concession-based
business model, with the intent of stabilizing cash
flows and achieving financial sustainability to
support continued domestic rural water supply in the
region.

Pinellas County | Florida
Andy has served as the Project Manager for the
County for nearly ten years, including a
comprehensive Water, Wastewater and Solid Waste
Rate Study and several annual updates. During
these studies, Andy has used our FAMS-XL model
to develop ten-year financial plans for the water,
sewer, and solid waste enterprise funds. He has
also conducted a benchmarking analysis, assisted
County staff in evaluating the underlying cost of
operations, and conducted detailed cost allocation
and overhead studies for the Utilities Department.

Brunswick-Glynn County Joint Water & Sewer
Commission | Georgia
Andy has 1) developed annual ten-year financial
management plans for the water and sewer systems
within the JWSC’s two districts, 2) prepared loan and
bond feasibility reports, 3) calculated updated water
and sewer capital tap fees (impact fees) for each
district, 4) calculated public and private fire
protection charges, 5) developed a uniform
conservation rate structure for its two service
districts, and 6) prepared a detailed rate manual that
explains the purpose, intent, and structure of all its
rates and charges.

Town of Gilbert | Arizona
Andy served as the Project Manager for a
comprehensive Water, Sewer, Reclaimed Water,
Environmental Services (Sanitation), and
Stormwater Rate Study (Study) for the Town. As part
of the study, for each utility system, we performed a
revenue sufficiency analysis, detailed cost-of-service
allocation, and rate structure analysis. We
developed several modifications to the Town’s
existing rate structures, notably including a new
inclining block water rate structure. He also
completed a cost allocation study for the wastewater
system and a stormwater rate program feasibility
study.

City of Olathe | Kansas
Andy served as the Project Director for a
Comprehensive Utility Rate Study for the City. For
each service – including Solid Waste, Water, Sewer,
and Stormwater – we developed customized
financial models including ten-year financial plans
and identification of alternative plans of rate
adjustments, reviews of alternative capital spending
and operational scenarios, and other sensitivity
analyses. Andy provided guidance to support the
detailed cost allocation analyses for each fund and
developed alternative rate structures to ensure fair
and equitable rates for each service.

City of Greenfield | California
Andy served as Project Manager during the conduct
of a long-overdue comprehensive water and
wastewater rate study for Greenfield. Rates were
designed to fund the utility’s projected costs of
providing service while proportionally allocating
costs among customers, providing a reasonable and
prudent balance of revenue stability, and complying
with the substantive requirements of California
Constitution Article XIII D, Section 6 (Prop 218).

City of Denton | Texas
Andy led a comprehensive cost-of-service and rate
design study for the City’s water and sewer utilities.

The study included the development of a ten-year
financial management plan, including identification
of annual rate increases, amount, and timing of
required borrowing to fund the capital improvement
program, establishment of proper reserve levels,
and maintenance of adequate debt service coverage
levels. An important component in the study was a
rate stabilization reserve to address the issue of
revenue volatility due to weather conditions and
demand reductions.

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

27 Tracey works as a Managing Consultant in the Financial Services group of Stantec. She has over eleven years of experience managing projects and client relationships related to water, wastewater, stormwater, and solid waste finance and business operations. Additionally, Tracey has worked with clients developing system development fees, and conducting cost allocation plans and miscellaneous fees studies. Tracey’s background in finance and accounting provides a well-rounded understanding of utility operations and capital planning combined with economic evaluations and financial planning. She has managed multiple engagements across the country that involve the development of dynamic financial models related to utility and local government operations, rates, and fees.

Education
Bachelor of Science in Business Administration,
Accounting
University of Pittsburgh, Pittsburgh, Pennsylvania,
2006
Project Experience
City of Greenfield, California
Tracey has served as the project manager for a
water and sewer cost of service and rate study for
the City of Greenfield. The study included the
development of a long-term financial plan for the
City’s water and sewer systems, cost of service
allocations and rate design. Tracey assisted with
the management and completion of all aspects of
the study.

City of Hollywood, Florida
Tracey is currently working with the City on a
revenue sufficiency analysis of their water and
sewer fund. She is also working through a rate
calculation for the large users of the City’s sewer
system and a true-up analysis for previous fees
charged to the large users of the system. The
comprehensive work for the city also includes an
analysis of a bulk water fee to be charged for future
bulk water users of the system.

Village of Downers Grove, Illinois
Tracey assisted the Village in the completion of a
cost-of-service and rate study for the Village’s water
system. The primary goals for the study included
determination of the cost of providing water service,
including funding repair and replacement of the
aging water system, developing appropriate
reserves and development of alternative rate
structures. The Village faced continued increases
for water purchases from the Dupage Water
Commission which supplies all of the Village’s water.

Springfield Water and Sewer Commission,
Massachusetts
Tracey has previously served as the Project
Manager for water and sewer financial planning and
rate design studies for the Commission. The studies
have included the development of both retail and
wholesale water and sewer rates for customers
served within the Commissions serve area.

City of Annapolis, Maryland
Tracey assisted in the completion of a cost of
service and rate study for the City. The study
focused on reinvestment needs and funding for a
new water treatment plant. The study included the
use of a rate study advisory committee consisting of
members of the public, elected officials, business
owners and representatives from the Naval
Academy. The City successfully increased rates
over 100% to meet funding requirements
Tracey Moher
Project Manager

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

28 City of Moline, Illinois
Tracey worked for the City of Moline for several
years completing several water and sewer rate
studies and updates. Rate studies included rate
increases necessary to allow for increased
replacement of buried infrastructure. Ms. Moher
presented findings, conclusions and
recommendations to City Council at the conclusion
of the rate study.

Town of Fuquay-Varina, North Carolina
Tracey is currently serving as the project manager
for a water and sewer financial planning and rate
analysis for Fuquay-Varina. The Town is one of the
fastest growing in North Carolina and the study is
being completed to assist with financial analysis to
support the necessary expansions of the Town’s
water and sewer systems. Tracey is leading the
project including oversight of financial analysts,
project coordination and inactive meetings with the
Town staff.

City of Olathe, Kansas
Tracey worked with the City to update the
comprehensive water and wastewater cost of
service analysis and rate study for this large and
growing community located southwest of Kansas
City, Missouri. Olathe provides water service to
approximately 34,000 water customers and sanitary
sewer service to 28,000 customers. The sanitary
sewer system, which consists of approximately three
hundred-fifty miles of collection system piping,
thirteen sewage lift stations and two wastewater
treatment plants, provides treatment for
approximately two thirds of the City’s population.

The water system includes two treatment plants, the
associated distribution system and raw water
collection wells. The study encompasses a
complete cost of service analysis with an emphasis
on appropriate planning and funding of rehabilitation
and replacement of the City’s water and sewer
infrastructure.

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

29 Benjamin has used his diverse background to successfully lead clients through the process to develop long term financial plans, design cost-of-service based rates, assess affordability impacts to ratepayers, and improve customer assistance programs. Benjamin has also helped clients structure plans for the future through development of fund reviews and benchmarking studies, comprehensive funding strategies, and business case evaluations and feasibility studies of capital investment alternatives. He is currently Stantec’s lead consultant when addressing complex affordability issues with our enhanced WARi™ methodology. His background in engineering and economics provides a well-rounded understanding of utility operations and capital planning that is often integrated into economic evaluations, affordability assessments, and financial planning studies.

Education
MS – Mineral & Energy Economics, Colorado School
of Mines, 2015
MS – Environmental Engineering, University of
Nebraska – Lincoln, 2011
BS – Civil Engineering, University of Nebraska –
Lincoln, 2009
Memberships
Graduate Research/Teaching Assistant, Colorado
School of Mines, 2013-2015
Graduate Research Assistant, University of
Nebraska-Lincoln, 2009-2011
Member – American Water Works Association
(AWWA), 2015
Project Experience
Independent Water and Wastewater Rate Review
| City of San Diego, California
Benjamin is serving as the Project Manager in an
engagement with the City of San Diego to assist the
Independent Budget Analyst’s office and provide an
independent review function to aid the City in
meeting its goal of providing safe and reliable
services at the lowest possible costs while improving
transparency of the City’s rate development and
review processes. Stantec is providing technical
assistance to the IBA and the IROC to help the City
make the right decisions, including independent
review of cost of service and rate proposals for
accuracy and compliance with industry practices and
substantive requirements of Proposition 218,
perspective from rate and user charge strategies
used in other communities, analysis in response to
IBA, IROC, or Council questions or comments, input
and innovative solutions as might be beneficial from
other rate proceeding processes, and assistance in
communicating the implications of any proposed
changes in rates. By independently assessing the
accuracy, clarity, and fiscal responsibility and
appropriateness of rate proposals, Benjamin is
helping the IBA and IROC to build the context
needed by City Council as it contemplates further
rate increases.

City of Sacramento | California
Benjamin is responsible for project management of a
Department of Utilities Storm Drainage Fund
Review, managed by Sacramento’s City Auditor’s
office. The project is intended to provide an
independent review of the Storm Drainage Fund’s
financials in addition to an assessment of their
operations, asset valuation, and capital plan.

Through benchmarking and a detailed review of the
fund’s historical and near-term projected financial
performance, the project will produce a financial gap
analysis to better understand the drivers of historical shortfalls. Using this information, we will develop a
fiscal forecast, incorporating a range of potential
funding options, to provide the City with a detailed
understanding of the options available to meet their
funding needs into the future.

Benjamin Stewart
Project Manager

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

30 Stormwater Funding Analysis | San Diego,
California
Benjamin was responsible for project management,
research, and analysis as Stantec’s team, with Tetra
Tech stormwater engineers, developed a
Stormwater Infrastructure Needs Assessment and
Funding Strategy for the City of San Diego. This
work consisted of developing a historical funding
gap analysis, funding options evaluation, and
stormwater funding roadmap to help the City meet
its stormwater infrastructure investment needs.

Funding options were primarily composed of
enhancing internal revenue sources (fees, transfers,
parking citations), developing new internal revenue
sources (new fees, assessments, special taxes),
grants and loans. Benjamin is currently responsible
for project management and model development in
a subsequent engagement, again partnered with
Tetra Benjamin is currently responsible for project
management and model development in a
subsequent engagement, again partnered with Tetra
Tech, to forecast potential funding options (e.g.
grants, loans, alternative revenues, transfers, etc.),
in addition to creating a long-term planning and
tracking tool that the City can incorporate into its
financial and operations planning process. The
model will integrate with the City’s asset
management and financial/account data systems for
streamlined updating, tracking of plan vs. actuals,
and a central point of contact for operations, capital, and financial reporting.

City of Fullerton | California
Benjamin developed a comprehensive financial plan,
cost-of-service (COS), and rate design study. In
addition to the expiration of the City’s existing rate
ordinance, this project was focused on addressing
the City’s extensive needs for reinvestment in their
buried infrastructure. Development of the 10-year
financial forecast focused on providing the ability to
evaluate capital planning scenarios, flexing key
variables including annual buried pipe replacement,
operating and capital reserve development, and a
combination of capital financing alternatives. The
COS and rate design process enabled the City to
eliminate unnecessary or redundant customer
classes while ensuring an equitable allocation of
costs among customers with differing consumption
characteristics
City of Merced | California
Benjamin oversaw research and analysis of viable in
the establishment of a Special Assessment District
for the City. Specific work consisted of determining
methods of allocating special benefits to parcels
within the district in a defensible manner. As the City planned for continued development, a special
assessment district was desired to fund capital
projects required to provide sewer service to the
new parcels. Our guidance helped define the
parameters of the District. Benefit apportionment
methods compliant with CA Proposition 218 were
identified and proposed to assist in the formation of
the new district.

City of Whittier | California
Benjamin was responsible for overseeing modeling
and spearheading sewer portion of the rate study as
the team worked with the City to develop a politically
viable schedule of rate adjustments, in addition to
structural changes to the way the City charges
customers, ensuring the City can meet ongoing
capital investment needs and introducing a fixed
charge component to the City's sewer rate revenue
stream. Additional analyses were required to
develop a defensible justification for the City's
maximum bill level for residential customers, in
addition to determining the appropriate level of credit to be applied to customers living in private
developments with privately maintained sewer
infrastructure.

City of Omaha | Nebraska
Benjamin served as the lead consultant responsible
for developing, updating, and customizing financial
planning models. Financial plans were developed to
evaluate multiple capital, operating, and financing
scenarios within the City’s CSO program to assess
the impact of debt financing and necessary rate
increases. The financial planning model was
licensed to the City following a training workshop
conducted with City Public Works and Finance
Department staff. Benjamin also led in the
development of a financial capability assessment
(FCA) including a complete WARi™ affordability
analysis to analyze affordability impacts to rate
payers at the census tract level accounting for lowincome assistance programs.

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

31 Loriza works as a Financial Analyst in the Management and Technology Consulting group of Stantec. She has five years of experience in engineering and consultatory services. Loriza has successfully assisted clients in financial forecasting, cost-of-service rate design, and economic evaluations. Her background also includes civil infrastructure design and budgeting, feasibility research and study, business case assessments, and project management.

Education
MBA – Finance Specialization, UCLA Anderson
School of Management, 2023
BS – Civil Engineering, University of California,
Davis, 2016
Memberships
Member – Society of Women Engineers, Student
Chapter (SWE), 2014-2016
Board Chair – American Society of Civil Engineers,
Student Chapter (ASCE), 2015
Project Experience
Strength Based Billing | San Diego, California
Loriza is serving as the financial analyst in an
engagement with the City of San Diego to assist in
the review of cost allocation factors and the
development of an updated rate design. The project
is a multifaceted and cross-functional effort amongst
Stantec’s engineers and internal consulting team.

The development of the revised rate design includes
an in-depth analysis of wastewater treatment
processes, existing billing structures, and impacts of
flow volumes and strengths. Additional research and
investigation are geared towards forecasting
capacity needs. This data-driven approach is
intended to assist the city in efficiently and
effectively identifying and managing cost patterns
and expense allocations.

City of Tallahassee | Florida
Loriza is responsible for the review and analysis of
the City of Tallahassee’s historic and current
financial data, as well as the development of the
associated financial planning models for the city’s
water and wastewater departments. Financial plans
curated by the models are intended to evaluate
various scenarios surrounding capital planning,
anticipated revenues and expenditures, and debt
obligations. These plans will assist in the forecasting of necessary rate increases, the evaluation of debt
financing options, and provide comprehensive
financial reports for long-term tracking. Loriza is
assisting in the both the development and
customization of these models, as well as
subsequent engagement and support to the client.

Las Virgenes Municipal Water District | California
Loriza was responsible for setting up the financial
planning platforms and associated user interfaces
for Las Virgenes Municipal Water District’s water,
sanitation, and reclaimed water enterprises. After a
detailed review of the district’s historical and nearterm performance, the platforms were structured to project the financial dynamics of each enterprise,
inclusive of a range of funding options. Additional
metrics were added to allow the district to
incorporate variable sourcing supply rates and
trends into the model. The project was intended to
provide the client fiscal forecasting capabilities and
to assist in the assessment of their operations and
capital planning.

Loriza Khan
Financial Analyst

Stantec // City of Norco // Rate Analysis of Water, Wastewater, and Reclaimed Water Enterprises

32 APPENDIX B: DATA REQUEST LIST
Water and Sewer Enterprise Funds
Section A: Financial Data (FYE = Fiscal Year Ending)

1. Preliminary/draft Statement of Net Position and ACFR for FYE 2022 (i.e. as of 9/30/22)

2. Un-audited trial balance for FYE 2022 showing detailed distribution of various accounts

3. Actual vs. Budget (in line item detail by division/department) for revenue and expenses. We would like to obtain budget information at the most detailed level available a. FY 18 – FY 22
b. FY 23 (budget and YTD)
c. FY 24 (proposed budget only, if available)

4. Current 5 and/or 10-year CIP Budget, including project descriptions, funding sources, O&M impacts, % expansion, and identification of any prior year appropriations

5. Copy of all wholesale and/or inter-local service agreements, including any billing summaries with monthly historical volumes and charges

6. Current rate resolutions/ordinances that includes all water and sewer fees/charges

7. Debt Information:
a. Current schedules of annual debt service for each outstanding debt, including any revenue bonds, USDA loans, capital leases, bank loans, etc.
b. Copy of official statements for any revenue bonds and agreements (including amendments) for all other loans/leases

8. Current forecast of new developments by type and size from planning or other dept.

Section B: Billing Data

1. # of active customers by meter size for water and sewer as of September 30 for 2018 - 2022

2. 5-year history (FY 18 – 22) of gallons billed and treated for water and sewer by month, plus year-todate data for FY 23

3. Detailed consumption data for FY 2022 in electronic format. Data should include:

Fields for Account information:
a) Unique account number or I.D.
b) Geographic/service area code (inside v. outside City) c) User/Class code (i.e. Single-Family, Multi-Family, Commercial, Wholesale, etc.) d) Meter Information: Number of meters, Size of each meter, Services to each meter (i.e. Water, Sewer, Irrigation, Fire Protection, etc.)
e) Number of dwelling units (if available in billing system) Fields for Monthly Bills:
a) Unique account number or I.D.
b) Year & Month of issue
c) Volume/Consumption billed for each meter
d) Monthly charges for services provided on each meter separated by charge type

4. Documentation identifying all geographic/service area, user/class, rate, and meter size codes to understand values in these fields contained in item #3.

CA-1

CONTRACT AGREEMENT

CITY OF NORCO

PROFESSIONAL CONSULTANT SERVICES

WATER, SEWER, AND RECLAIMED WATER RATE STUDY

1. Parties and Date.

This Agreement is made and entered into this 21
st day of December, 2022 by and between
the City of Norco, a municipal corporation of the State of California, located at 2870 Clark Avenue, Norco, California 92860, County of Riverside, State of California, (hereinafter referred to as “City”) and Stantec Consulting Services Inc., a corporation with its principal place of business at 1101 14th Street NW Suite 1200, Washington, DC 20005 (hereinafter referred to as “Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement.

2. Recitals.

2.1 Consultant.

Consultant desires to perform and assume responsibility for providing professional services Water, Sewer, and Reclaimed Water Rate Analysis, on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in performing rate analysis for public clients, that it and its employees or subconsultants have all necessary licenses and permits to perform the Services in the State of California, and that is familiar with the goals of the City.

2.2 Project.

The City desires to engage the Consultant to render such professional design services for the Water, Sewer, and Reclaimed Water Rate Analysis (“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 rate analysis services outlined by the Project. The Project are more particularly described in Exhibit A attached hereto and incorporated herein by reference. The Project 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.

CA-2

3.1.2 Term. The terms of this Agreement shall begin at the Notice to Proceed and shall extend no later than the schedule outlined in the Consultant proposals for the Project. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

3.2 Responsibilities of Consultant.

3.2.1 Control and Payment of Subordinates; Independent Consultant. 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 consultant basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. 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.

3.2.2 Schedule of Services. Consultant shall perform the services within the term of this Agreement, and in accordance with the Project timeframe set forth herein.

Consultant represents that it has the professional and technical personnel required to complete the Project in conformance with such conditions. In order to facilitate Consultant’s conformance with the Project timeframe, City shall respond to Consultant’s Requests for Information in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Project timeframe.

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

3.2.4 City’s Representative. The City hereby designates the Director of Public Works, or his designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Consultant shall not accept direction or orders from any person other than the City’s Representative or his or her designee.

3.2.5 Consultant’s Representative. Consultant hereby designates David Hyder – Senior Principal Financial Services or his 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

CA-3
and direct the Project, using reasonable 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 Project under this Agreement.

3.2.6 Coordination of Project. Consultant agrees to work closely with City staff in the completion of the Project and shall be available to City’s staff, consultants and other staff at all reasonable times.

3.2.7 Standard of Care; Performance of Employees. Consultant shall design the Project under this Agreement in a 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 complete the Project. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to complete the Project. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to complete the Project, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions 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 construct the Project in a manner reasonably acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any work on the Project.

3.2.8 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all applicable local, state and federal laws, rules and regulations in any manner affecting the performance of the Project, 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 Project. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.

3.2.8.1 Employment Eligibility; Consultant. By executing this Agreement, Consultant verifies 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. Such requirements and restrictions include, but are not limited to, examination and retention of documentation confirming the identity and immigration status

CA-4
of each employee of the Consultant. Consultant also verifies 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. Consultant shall avoid any violation of any such law during the Term of this Agreement by participating in an electronic verification of work authorization program operated by the United States Department of Homeland Security, by participating in an equivalent federal work authorization program operated by the United States Department of Homeland Security to verify information of newly hired employees, or by some other legally acceptable method. Consultant shall maintain records of each such verification, and shall make them available to the City or its representatives for inspection and copy at any time during normal business hours. The City shall not be responsible for any costs or expenses related to Consultant’s compliance with the requirements provided for in Section 3.2.8 or any of its sub-sections.

3.2.8.2 Employment Eligibility; Subcontractors, Consultants, Sub-subcontractors and Subconsultants. To the same extent and under the same conditions as Consultant, Consultant shall require all of its subcontractors, consultants, sub-subcontractors and subconsultants performing any work or Services relating to the Project or this Agreement to make the same verifications and comply with all requirements and restrictions provided for in Section 3.2.8.1.

3.2.8.3 Employment Eligibility; Failure to Comply. Each person executing this Agreement on behalf of Consultant verifies that they are a duly authorized officer of Consultant, and understands that any of the following shall be grounds for the City to terminate the Agreement for cause: (1) failure of Consultant or its subcontractors, consultants, sub-subcontractors or subconsultants to meet any of the requirements provided for in Sections 3.2.8.1 or 3.2.8.2; (2) any misrepresentation or material omission concerning compliance with such requirements (including in those verifications provided to the Consultant under Section 3.2.8.2); or (3) failure to immediately remove from the Project any person found not to be in compliance with such requirements.

3.2.8.4 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 Workers’ 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.

3.2.8.5 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

CA-5
enacted.

3.2.8.6 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). Although the SCAQMD and CARB limits and requirements are broader, Consultant shall specifically be aware of their application to "portable equipment", which definition is considered by SCAQMD and CARB to include any item of equipment with a fuel-powered engine. Consultant shall indemnify City against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable 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.

3.2.9 Insurance.

3.2.9.1 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.

3.2.9.2 Minimum Requirements. Throughout the life of this Contract, Consultant shall pay for and maintain in full force and effect all policies of insurance required hereunder with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated not less than "A- VII" in Best's Insurance Rating Guide, or (ii) as may be authorized in writing by City Manager or his/her designee at any time and in his/her reasonable discretion. The following policies of insurance are required:
(i) COMMERCIAL GENERAL LIABILITY insurance which shall be at least as broad as the most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01 and include insurance for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non-owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Contract) with limits of liability of not less than the following:
$1,000,000 per occurrence for bodily injury and property damage $1,000,000 per occurrence for personal and advertising injury $2,000,000 aggregate for products and completed operations $2,000,000 general aggregate applying separately to the work performed under the Contract

CA-6
(ii) COMMERCIAL AUTOMOBILE LIABILITY insurance which shall be at least as broad as the most current version of Insurance Service Office (ISO) Business Auto Coverage Form CA 00 01, and include coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1 Any Auto) with limits of liability of not less than $1,000,000 per accident for bodily injury and property damage. (iii) WORKERS' COMPENSATION insurance as required under the California Labor Code.
(iv) EMPLOYERS’ LIABILITY insurance with limits of liability of not less than $1,000,000 each accident, $1,000,000 disease policy limit and $1,000,000 disease each employee.
(v) PROFESSIONAL LIABILITY Professional Liability (Errors and Omissions) insurance appropriate to Consultant’s profession, with limits of liability of $2,000,000 per claim/occurrence and $2,000,000 policy aggregate.

In the event Consultant purchases an Umbrella or Excess insurance policy(ies) to meet the minimum limits of insurance set forth above, this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies).

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

All policies of insurance required hereunder shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after 30 calendar day written notice has been given to City. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, Consultant shall furnish City with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for City, Consultant shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than 15 calendar days prior to the expiration date of the expiring policy.

The General Liability and Automobile Liability insurance policies shall be written on an occurrence form. The General Liability (including ongoing and completed operations) and Automobile Liability shall name City and its officers, officials, employees, agents and volunteers as an additional insured. Such policy/ies of insurance shall be endorsed so

CA-7
Consultant’s insurance shall be primary and no contribution shall be required of City. The coverage shall contain no special limitations on the scope of protection afforded to the City and its officers, officials, employees, agents and volunteers. The Workers’ Compensation insurance policy shall contain a waiver of subrogation as to City and its officers, officials, employees, agents and volunteers.

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

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

2. Insurance must be maintained and evidence of insurance must be provided for at least 3 years after any expiration or termination of the Agreement or, in the alternative, the policy shall be endorsed to provide not less than a 3-year discovery period.

3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by Consultant, Consultant must purchase extended reporting coverage for a minimum of 3 years following the expiration or termination of the Agreement.

4. A copy of the claims reporting requirements must be submitted to VVTA for review.

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

Consultant shall furnish City with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the City Manager or his/her designee prior to City’s execution of the Agreement and before work commences.

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

Upon request of City, Consultant shall immediately furnish City with a complete copy of any insurance certificates required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy.

CA-8
This requirement shall survive expiration or termination of this Agreement.

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

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

3.2.10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In designing the Project, 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. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.

3.3 Fees and Payments.

3.3.1 Rates and Total Compensation. Consultant shall receive compensation, including authorized reimbursements, for all services rendered under this Agreement at the rates set forth in Exhibit B for completion of the Project, attached hereto and incorporated herein by reference. The total compensation, including authorized reimbursements, shall not exceed the total costs outline in Exhibit B. Extra work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement

CA-9
date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.

3.3.4 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 City’s Representative.

3.4 Accounting Records.

3.4.1 Maintenance and Inspection. 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. Notwithstanding the foregoing, the City’s right to inspect, copy and audit shall not extend to the composition of the Consultant’s rates and fees, percentage mark-ups or multipliers but shall apply only to their application to the applicable units.

3.5 Ownership of Materials and Confidentiality

3.5.1 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, electronically or otherwise recorded or stored, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Upon full payment of all monies owed to the Consultant under this Agreement, 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

CA-10
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 the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of five (5) years following completion of the Project, and shall make copies available to City upon the payment of actual reasonable duplication costs. In addition, 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. Consultant may retain electronic copies of confidential information contained in routine back-ups created as part of its information technology system back-up and disaster recovery protocols.

3.5.2 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.

3.5.2 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 these 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

3.6 General Provisions.

3.6.1 Termination of Agreement.

3.6.1.1 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.

3.6.1.2 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

CA-11
request.

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

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

Consultant:

Stantec Consulting Services Inc.
1101 14th Street NW Suite 1200
Washington, DC 20005
Attention: David Hyder – Senior Principal - Financial Services City:

City of Norco
2870 Clark Avenue
Norco, CA 92860
Attention: Director of Public Works
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the US 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.

3.6.3 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.

3.6.4 Attorney’s 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 attorney’s fees and all other costs of such action.

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

CA-12
If Consultant should subcontract all or any portion of the services to be performed under this Agreement, Consultant shall require each sub-consultant to indemnify, hold harmless and defend the City and its officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph.

This section shall survive termination or expiration of this Agreement.

3.6.6 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. This Agreement may only be modified by a writing signed by both parties.

3.6.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County.

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

3.6.9 City’s Right to Employ Other Consultants. City reserves right to employ other Consultants in connection with this Project.

3.6.10 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.

3.6.11 Assignment or Transfer. Consultant shall not assign, hypothecate or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.

3.6.12 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 work days (Monday through Friday, excluding holidays). 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.

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

CA-13

3.6.14 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.

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

3.6.16 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.

3.6.17 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. Further, 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 sub-consultants 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.

3.6.18 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any sub-consultant, 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.

3.6.19 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 Workers’ 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.

3.6.20 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 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.

CA-14

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

3.7 Subcontracting.

3.7.1 Prior Approval Required. Consultant shall not subcontract any portion of the work 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.

CA-15
NAME OF CONSULTANT: Stantec Consulting Services Inc.
*By:
_________________________
David Hyder, Senior Principal
Financial Services
NOTE: SIGNATURES OF CORPORATE OFFICIALS MUST BE NOTARIZED.

Attach Certificate of Notary Acknowledgement
OWNER: CITY OF NORCO, a municipal corporation
*By:
_________________________
Robin Grundmeyer, Mayor
ATTEST:
_________________________
Dana Roa, CMC, City Clerk
APPROVED AS TO FORM:
_________________________
Harper & Burns, LLC
City Attorney

CA-16

EXHIBIT A

SCOPE OF WORK
The Project entails a qualified professional consulting firm to assist the City in analyzing its current rate structure for water and sewer services and then evaluating other potential rate structures that might provide increased revenue stability utilizing equitable and easily explainable and defendable rates. Staff is open to evaluating creative rate options that could more equitably address the different regions of the City and the unique needs of those communities. In addition, the Consultant will help the City establish a rate structure for its new recycled water system that will begin providing services to customers within the next 12 months.

The rate analysis shall address the following area of expertise that may be needed for this project:

1. Perform a fully allocated water, sewer and recycled rate study tailored for Norco, including the following:
• A rate structure based on cost of service sufficient to meet the short and longterm revenue requirements of the water, sewer and reclaimed water system; • Separately identify those portions of system revenues that fund water, sewer and reclaimed water system operating costs;
• A rate structure that considers and makes provisions for the following factors:
o Current and future cost of providing water, sewer and reclaimed water services in accordance with established and anticipated standards and regulations.
o Projected demands.
o Availability of supply or capacity.
o Age and condition of the system and the need to fund long-term capital improvements/replacements.
o Analysis of a Capital Improvement Program (CIP), identify scope and appropriate annual expenditures to develop levels of rate increases for implementing such projects based on at least three levels of expenditures. • Recommendation of rates based on the current rate structures and at least two alternative rate structures
• A recommended rate structure that is in compliance with the rate covenants of the outstanding Revenue Bonds and Proposition 218;
• Weigh the benefits of any proposed system improvements/replacements against the financial impacts on ratepayers;
• Provide a comparison of current rates to surrounding water purveyors; • Consideration of funding past and future depreciation (replacement of facilities); • The type and amount of reserves appropriate to the City’s operations taking into consideration reserves for cash flow, catastrophes, infrastructure replacement and other appropriate purposes;
• Take into consideration the Norco billing system capabilities;

CA-17
• An easy-to-use electronic model in Microsoft Excel or Access, to be used by Norco for future rate setting;
• A comparison of customer groups and cost of service with neighboring agencies of comparable size, type of treatment, and level of service;

2. Assist with the training of internal staff to update, maintain, and analyze the rate models.

3. Assist Norco with the approval process for such rates including preparing testimony for rate hearings and providing expert witness services during the rate hearings.

The selected consultant will meet with City staff to determine the best approach to evaluate the current rate structures and development of new reclaimed water rate structure. The consultant may also meet with City Council and other stakeholders as part of this project.

CA-18

EXHIBIT B
Proposal Documents

CA-19

GENERAL LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5627
(951) 270-5677
A. POLICY INFORMATION Endorsement # ________________________

1. Insurance Company ____________________________________________ Policy Number _____________________

2. Policy Term (From) _______________ (To)________________ Endorsement Effective Date ______________________________________

3. Named Insured _______________________________________________

4. Address of Named Insured
_____________________________________________________________ _____________________________________________________________

5. Limit of Liability Any One Occurrence/Aggregate
$______________________________ /_____________________________

6. Deductible or Self-Insured Retention (Nil unless otherwise specified):
______________________________________________

7. Coverage is equivalent to:

Comprehensive General Liability Form GL0002 (Ed. 1/73)
______________________________________________
Commercial General Liability "Occurrence" Form CG0001
______________________________________________

8. Bodily Injury and Property Damage Coverage is:
____________________________________"occurrence"
Note: The City of Norco standard insurance requirements specify "occurrence" coverage. "Claims-made" coverage is not acceptable. If commercial general liability form or equivalent is used, the general aggregate must apply separately to this location/project or the general aggregate must be twice the occurrence limit.

CA-20

9. Description of Project:

WATER, SEWER, AND RECLAIMED WATER RATE ANALYSIS
The general items of work to be done hereunder consist of:

Scope of Work
The Project entails a qualified professional consulting firm to assist the City in analyzing its current rate structure for water and sewer services and then evaluating other potential rate structures that might provide increased revenue stability utilizing equitable and easily explainable and defendable rates. Staff is open to evaluating creative rate options that could more equitably address the different regions of the City and the unique needs of those communities. In addition, the Consultant will help the City establish a rate structure for its new recycled water system that will begin providing services to customers within the next 12 months.

B. POLICY AMENDMENTS
This endorsement is issued in consideration of the policy premium. Notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:

1. INSURED. As respects any work performed on the above described Project, the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, and volunteers are included as insured with regard to damages and defense of claims arising from: (a) activities performed by or on behalf of the Named Insured, (b) products and completed operations of the Named Insured, or (c) premises owned, leased, or used by the Named Insured.

2. CONTRIBUTION NOT REQUIRED. As respects: (a) work performed by the Named Insured on the above described Project for or on behalf of the City of Norco; or (b) products sold by the Named Insured to the City of Norco for use on the Project; or (c) premises leased by the Named Insured from the City of Norco, the insurance afforded by this policy shall be primary insurance as respects the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, or volunteers; or stand in an unbroken chain of coverage excess of the Named Insured's schedule underlying primary coverage. In either event, any other insurance maintained by the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, or volunteers shall be in excess of this insurance and shall not contribute with it.

3. SCOPE OF COVERAGE. This policy, if primary, affords coverage at least as broad as:

CA-21
(1) Insurance Services Office Form Number GL 0002 (Ed. 1/73), Comprehensive General Liability Insurance and Insurance Services Office form number GL 0404 Broad Form Comprehensive General Liability endorsement; or
(2) Insurance Services Office Commercial General Liability Coverage, “Occurrence" Form CG 0001; or
(3) If excess, affords coverage which is at least as broad as the primary insurance forms referenced in the preceding Sections (1) and (2).

4. SEVERABILITY OF INTEREST. The insurance afforded by this policy applies separately to each insured who is seeking coverage or against whom a claim is made or a suit is brought, except with respects to the Company's limit of liability.

5. PROVISIONS REGARDING THE INSURED'S DUTIES AFTER ACCIDENT OR LOSS. Any failure to comply with reporting provisions of the policy shall not affect coverage provided to the City of Norco, its elected or appointed officer, officials, employees, consulting engineers or volunteers.

6. CANCELLATION NOTICE. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.

C. INCIDENT AND CLAIM REPORTING PROCEDURE
Incidents and claims are to be reported to the insurer at:

ATTN:
_____________________________________________________________________ (Title) (Department)
_____________________________________________________________________ (Company)
_____________________________________________________________________ (Street Address)
_____________________________________________________________________ (City) (State) (Zip Code)
______________________________
(Telephone Number)

CA-22
D. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, __________________________, warrant that I have authority to (Print/Type Name)
bind the below-listed insurance company and by my signature hereon do so bind this company.
____________________________________________

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original Signature required on endorsement furnished to the City of Norco) ORGANIZATION: _____________________________________________________ TITLE: _____________________________________________________ ADDRESS: _____________________________________________________ _____________________________________________________
TELEPHONE: _____________________________________________________

CA-23

AUTOMOBILE LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5627
(951) 270-5677
A. POLICY INFORMATION Endorsement #_____________________

1. Insurance Company _____________________________________________ Policy Number _____________________

2. Policy Term (From)________________(To) _______________ Endorsement Effective Date ___________

3. Named Insured________________________________________________

4. Address of Named Insured________________________________________

5. Limit of Liability Any One Occurrence/Aggregate
$______________________ /_____________________________________

6. Deductible or Self-Insured Retention
(Nil unless otherwise specified):
$____________________________________________________________ B. POLICY AMENDMENTS
This endorsement is issued in consideration of the policy premium. Notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:

1. INSURED. The City of Norco, its elected or appointed officers, officials, consulting engineers, employees and volunteers are included as insured with regard to damages and defense of claims arising from: the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Named Insured, regardless of whether liability is attributable to the Named Insured or a combination of the Named Insured and the City of Norco, its elected or appointed officers, officials, employees, consulting engineers or volunteers.

2. CONTRIBUTION NOT REQUIRED. As respects work performed by the Named Insured for or on behalf of the City of Norco, the insurance afforded by this policy shall: (a) be primary insurance as respects the City of Norco, its elected or

CA-24
appointed officers, officials, employees, consulting engineers or volunteers; or (b) stand in an unbroken chain of coverage excess of the Named Insured's primary coverage. In either event, any other insurance maintained by the City of Norco, its elected or appointed officers, officials, employees or volunteers shall be in excess of this insurance and shall not contribute with it.

3. SCOPE OF COVERAGE. This policy, if primary, affords coverage to the Named Insured at least as broad as:
(1) Insurance Services Office form number CA 00001 (Ed. 1/78), Code 1 ("any auto") and endorsement CA 0025.
(2) If excess, affords coverage which is at least as broad as the primary insurance forms referenced in the preceding Section (1).

4. SEVERABILITY OF INTEREST. The insurance afforded by this policy applies separately to each insured who is seeking coverage, or against whom a claim is made or a suit is brought, except with respect to the Company's limit of liability.

5. PROVISIONS REGARDING THE INSURED'S DUTIES AFTER ACCIDENT OR LOSS. Any failure to comply with reporting provisions of the policy shall not affect coverage provided to the City of Norco, its elected or appointed officer, officials, employees, consulting engineers or volunteers.

6. CANCELLATION NOTICE. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.

C. INCIDENT AND CLAIM REPORTING PROCEDURE
Incidents and claims are to be reported to the insurer at:

ATTN:
_____________________________________________________________________ (Title) (Department)
_____________________________________________________________________ (Company)
_____________________________________________________________________ (Street Address)
_____________________________________________________________________ (City) (State) (Zip Code)
____________________________________________________
(Telephone Number)

CA-25
D. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, __________________________, warrant that I have authority to (Print/Type Name)
bind the below-listed insurance company and by my signature hereon do so bind this company.
____________________________________________

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original Signature required on endorsement furnished to the City of Norco) ORGANIZATION: _____________________________________________________ TITLE: _____________________________________________________ ADDRESS: _____________________________________________________ _____________________________________________________
TELEPHONE: _____________________________________

CA-26

WORKER'S COMPENSATION/EMPLOYER'S LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5627
(951) 270-5677
A. POLICY INFORMATION Endorsement # ________________________

1. Insurance Company ____________________________________________ ("the Company")
Policy Number _________________________________________________

2. Effective Date of this Endorsement ________________________________

3. Named Insured_________________________________________________

4. Employer's Liability Limit (Coverage B) ______________________________ _____________________________________________________________ B. POLICY AMENDMENTS
In consideration of the policy premium and notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:
(1) Cancellation Notice. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.
(2) Waiver of Subrogation. The Insurance Company agrees to waive all rights of subrogation against the City of Norco, its elected or appointed officers, officials, agents and employees for losses paid under the terms of this policy which arise from work performed by the Named Insured for the City of Norco.

CA-27
C. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, _______________________, warrant that I have authority to bind (Print/Type Name)
the below-listed insurance company and by my signature hereon do so bind this company.
_______________________________________________

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original signature required on endorsement furnished to the City of Norco) ORGANIZATION: ____________________________________________________ TITLE: ____________________________________________________ ADDRESS: ____________________________________________________ TELEPHONE: ____________________________________________________

City Council

STAFF REPORT
Date: December 21, 2022 Agenda Item:

2.J.

To: Honorable Mayor and City Council Members
Prepared By: Chad Blais, Public Works Director
Department: Public Works
SUBJECT:

Award of Professional Design Services Contract for the Mountain Avenue and Parkridge Avenue Sewer Main Replacement Project
RECOMMENDATION:

Award contract to KWC Engineers for professional design services for the Mountain Avenue and Parkridge Avenue Sewer Main Replacement Project in the amount of $67,075; and authorize the City Manager to approve contract change orders up to 10 percent of the total proposal amount.

SUMMARY:

Proposals for professional design services for the Mountain Avenue and Parkridge Avenue Sewer Main Replacement Project were submitted to the City on October 5, 2022 with KWC Engineers providing the most responsive and cost-effective proposal for the project.

BACKGROUND:

Requests for Proposals for storm drain design services were sent out on September 15, 2022 with proposals being submitted on October 5, 2022. A total of six (6) companies submitted design proposals for the Mountain Avenue and Parkridge Avenue Sewer Main Replacement Project. The proposal summary analysis has been provided below for Council's review and exhibit identifying the project location (see Project Exhibit).

Company Proposal Cost
KWC Engineers $67,075
Hunsaker & Associates $87,390
K&A Engineers $93,582
MBI $99,199
Tait & Associates $89,870
Webb & Associates $116,518

Staff has reviewed all the proposals submitted and determined that KWC Engineers of Corona, California as being the responsive and cost-effective bidder in the amount of $67,075 (Proposal attached). Therefore, staff is recommending that the City Council accept the proposals submitted, award a contract to KWC Engineers for professional design services for the Mountain Avenue and Parkridge Avenue Sewer Main Replacement Project in the amount of $67,075 (Contract attached); and authorize the City Manager to approve contract change orders up to 10 percent of the total proposal amount.

FISCAL IMPACT:

The Mountain Avenue and Parkridge Avenue Sewer Main Replacement Project described herein was approved as Capital Improvement Project (CIP) for Fiscal Year 2022-2023.

Funds are available and sufficient to fund the lowest bidder bid amount including the 10 percent contingency (Project number 4806.14; 147.960.43250.30).

RELATIONSHIP TO STRATEGIC PLAN:

Design of the Mountain Avenue and Parkridge Avenue Sewer Main Replacement Project is consistent with Strategic Direction #5 - Infrastructure & Asset Management: Ensure timely preservation, replacement, improvement and acquisition of infrastructure and capital assets.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Project Exhibit
Proposal
Contract

PREPARED FOR:

CITY OF NORCO
Engineering Department
2870 Clark Avenue
Norco, CA 92860
Attention: Sam Nelson, Deputy City Engineer
PREPARED BY:

KWC ENGINEERS
1880 Compton Avenue, Suite 100
Corona, CA 92881
Victor Elia, PE, QSP
Tel: (951) 734-2130 Ext. 220
Cell: (951) 847-6750
[email protected]
www.kwcengineers.com
October 5, 2022

PROPOSAL FOR

PROFESSIONAL ENGINEERING AND DESIGN SERVICES
Mountain Avenue and Parkridge Avenue
Sewer Main Replacement Project

City of Norco
Professional Engineering and Design Services
Mountain Avenue and Parkridge Ave
Sewer Main Replacement Project
October 5, 2022 1
October 5, 2022

CITY OF NORCO

ENGINEERING DEPARTMENT
2870 CLARK AVENUE
NORCO, CA 92860
ATTENTION: SAM NELSON,DEPUTY CITY ENGINEER
REGARDING: REQUEST FOR PROPOSAL FOR PROFESSIONAL ENGINEERING AND DESIGN SERVICES

MOUNTAIN AVENUE AND PARKRIDGE AVENUE SEWER MAIN REPLACEMENT PROJECT Dear Mr. Nelson:

KWC Engineers (KWC) appreciates this opportunity to provide a proposal for Professional Engineering and Design Services for the Mountain Avenue and Parkridge Avenue Sewer Main Replacement Project to the City of Norco (City).

We have prepared this proposal in accordance with the City’s Request for Proposal.

KWC understands the City desires to install approximately 1,950 linear feet of 10” and 12” VCP sewer pipe within City of Norco right-of-way and existing sewer easement. Sewer design shall include mainline pipe, laterals, and manholes. This project also includes sewer flow monitoring in the field to establish the existing flows in the pipe to evaluate the size of sewer needed to replace the existing sewer based on typical sewer main sizing criteria.

Below are three (3) reasons why the City should hire KWC for this project:
1) KWC has built a team (in-house and subconsultants) that has the expertise to perform this work based on our recent experience working on similar projects including other RCFC&WCD storm drain projects. Our storm drain design team is available to begin work upon notice to proceed. 2) KWC has built relationships with the City staff to facilitate the completion of City projects. We have completed eight (8) projects for the City within the last four (4) years. 3) KWC is known as a company that uses strategic approach, teaming, service, trust and respect to complete similar projects with excellence.

Since our founding in 1981, we have provided professional Civil Engineering and Surveying Consulting Services to our public and private clients throughout Riverside County, San Bernardino County, and Orange County.

Our long-term success is based upon the understanding of expectations and goals and by developing lasting relationships with our clients, city staff, and elected officials.

The KWC team consists of 50 experienced and talented professionals including six (6) Registered Professional Engineers, eight (8) E.I.T’s and three (3) Licensed Surveyors. KWC’s corporate office is located in Corona at 1880 Compton Avenue just south of the I-15 and 91 Freeway interchange.

City of Norco
Professional Engineering and Design Services
Mountain Avenue and Parkridge Ave
Sewer Main Replacement Project
October 5, 2022 2
On behalf of KWC, Victor Elia will be the contact person during the proposal evaluation phase. His contact information is:

Victor Elia, P.E., Q.S.D. – Vice President / Public Works Manager KWC Engineers – 1880 Compton Ave., Suite 100, Corona CA 92881 Office: (951) 734-2130, Extension 220
Cell: (951) 847-6750
Email: [email protected]
We propose to hire, manage and oversee the following subconsultants:
• Inland Aerial Surveys, Inc. for Aerial Topography
• Boudreau Pipeline for Potholing
• Utility Systems Sciences & Software (US3) for sewer flow monitoring All charges for subcontracted services shall be in the same amount as actually invoiced to and paid by the engineer plus an allowable 5% markup.

The design survey work will be performed by our own survey crew, led by Tom Caseldine, P.E., L.S. who is very familiar with City of Norco.

The cost of printing, mileage, telephone, mailing, and other expenses incidental to the performance of the main items of the Engineering Services to be rendered are included in the hourly rates of said hourly rate schedule, and there will be no additional charges.

As an Engineering Consultant for the City, we will handle and coordinate all aspects of your projects to ensure timely delivery of needed plans and documents while maintaining a balanced project budget. This includes working in partnership with the City, City Consultants, Agencies, and other Stakeholders to make your project a success for the benefit of the general public.

This proposal shall remain valid for 90 days from this date of submittal, October 5, 2022. By signing this Transmittal Letter, I acknowledge that all information found within the attached proposal is true and correct and that I am an authorized person to bind KWC to the terms of the proposal.

Sincerely,

KWC ENGINEERS
Brandon Barnett, P.E., L.S.

President

City of Norco
Professional Engineering and Design Services
Mountain Avenue and Parkridge Ave
Sewer Main Replacement Project
October 5, 2022 3
Project Understanding and Approach
KWC understands the City desires to install approximately 1,950 linear feet of 10” and 12” VCP sewer pipe within City of Norco right-of-way and existing sewer easement. Sewer design shall include mainline pipe, laterals, and manholes.

The new sewer pipe shall be constructed first horizontally avoiding the existing storm drain, sewer and water pipelines if possible or replace the existing sewer in the same alignment. Next, sewer shall be designed vertically to provide:
connection to existing sewer mains and laterals, using sufficient pipe size, minimum cover, at least minimum slope to upstream end.

Sewer Improvement Plans shall be prepared by KWC including: plan and profile for sewer main, manholes, and laterals as needed to verify design using City of Norco standard drawings.

This project also includes sewer flow monitoring in the field to establish the existing flows in the pipe to evaluate the size of sewer needed to replace the existing sewer based on typical sewer main sizing criteria.

Proposal excludes sewer bypass pumping plan, to be prepared by the contractor or KWC Engineers per separate authorization.

City of Norco
Professional Engineering and Design Services
Mountain Avenue and Parkridge Ave
Sewer Main Replacement Project
October 5, 2022 4
Typical Scope of Work Program
We have listed the work activities that are needed in order to complete the design effort for the proposed sewer line. Our activities are based upon the specific tasks identified by the City in its RFP as well as our experience working on other similar pipeline projects and working with the City. The required work tasks are as follows:

TASK 1: PROJECT ADMINISTRATION
KWC has included budget to attend meetings including: Kickoff Meeting, 30% Plan Check, 90% Plan Check, 100% Plan Check and Pre-construction meetings as well as to participate in project coordination: status reports, and schedule updates. KWC has included budget for the submittals and picking up comments as well as processing, although digital submittals may be required instead.

KWC Team Members: Victor Elia, P.E. (Vice-President), Tom Caseldine, P.E. (VP-Project Manager) Task 1 Deliverables: Meeting notes, Status Reports, Updated Project Schedules TASK 2: RESEARCH AND SURVEY
This task includes: research, field topographic surveying and site visit, potholing and preparation of summary of research finding – Technical Memorandum. KWC will perform our own research of record survey maps to determine the right-ofway within the project limits. KWC will research the existing plans and wet utility plans with the City and RCFC&WCD, right-of-way maps (parcel maps, tract maps, records of survey, etc.) on the County database (KWC has in-house) and compile dry utility maps received from the letters to be sent out by the City. Dry utility research is performed by mailing letters to the utility companies on City of Norco letterhead to limit fees from the utility companies. It is understood, the City will typically forward the dry utility maps to us to compile. KWC will review the record drawings and field investigate the site to verify the location of existing utilities. KWC will provide all research to the City in the Technical Memorandum.

KWC will utilize the City benchmark system to establish survey control and the street centerline for the project base files.

Our survey crews will set five (5) aerial targets for the aerial topographic company to utilize in the preparation of the aerial topographic file in the City benchmark control system (Parkridge Site Only). Inland Aerial will fly the site to prepare a, 1”=40’ scale with 1’ contours, topographic survey map with above ground features including one foot contours, curbs, above ground utilities, manholes, street lights, and traffic stripes and will provide a 100’ strip in order to ensure that we have sufficient design topography. KWC will survey monuments to prepare the surveyed base map including: street centerlines, right-of-way lines, property lines and bench marks, which shall be shown on the plans. KWC will perform a field visit to verify existing features, utilities, and proposed locations of services. KWC will field survey the North Drive site and utilize aerial imagery for design purposes.

Next, KWC will draft the existing utilities into a base file per the researched documents offset from the calculated centerline, verified with the GIS Atlas maps, and conducted field walk to make sure existing utilities are all accounted and identified. To determine the alignment alternatives, KWC will prepare a preliminary alignment study utilizing the prepared base files to review with the City staff at the Design Workshop Meeting/30% Submittal. Once a preliminary alignment has been selected, KWC will prepare a pothole plan with a table including: pothole number, type of utility, size to be verified and approximate depth for the City to review.

City of Norco
Professional Engineering and Design Services
Mountain Avenue and Parkridge Ave
Sewer Main Replacement Project
October 5, 2022 5
Boudreau will perform the potholing after they obtain the encroachment permits with approved WATCH Traffic Control, verify the locations with Mr. Elia, and setup necessary traffic control. Boudreau will provide a summary report detailing the findings of the potholing. KWC has assumed 10 potholes per the RFP, however, you will be invoiced per pothole.

Potholing the utilities can be the longest lead item for the project if not managed properly. KWC, Victor Elia will manage Boudreau’s schedule of Traffic Control and Permit Application preparation. Mr. Elia will kick off Boudreau to be prepared to pull a pothole permit, and to have crews ready as soon as feasible. Prior to potholing the existing utilities to determine the type, size and location of existing utility crossings, Mr. Elia will walk the locations with Boudreau’s superintendent to make sure the correct potholes are dug and extra potholes are avoided. KWC will also dip the sewer and storm drain manholes with traffic control measures. Once potholed KWC’s two-man survey crew will field survey the nails set by Boudreau above the found utility which will give us survey accuracy on the location of existing utilities at the crossings.

US3 staff will install all sewer flow monitoring equipment in accordance to manufacture recommendations at manhole location confirmed with City. Sensor shall be calibrated by the US3 before installation. The project binder shall be created to include the appropriate installation, weekly maintenance, and equipment removal field reports for the site, including sensor identification of the site as well as identification of any additional materials to be used at the site.

1. Installation will take 1 day using WATCH Manual Traffic Control.

2. Data from the location will be available within the hour of installation.

3. Data will be collected for a one month period

4. All data is backed up.

The fundamental objective is to provide city with the high-quality Services by utilizing advance-metering technologies factory certified from Hach Co. All Services will be completed per an agreed schedule. The Installations, Calibrations, Maintenance Services will be performed by US3 and is designed to provide City with complete coverage with hardware, software and engineering. Following monitoring KWC will provide sewer pipe hydraulic calculation to size main.

KWC Team Members: Victor Elia, P.E. (Vice-President), Tom Caseldine, P.E. (VP-Project Manager), Jo Howard (Engineering Assistant) and Survey Crew
Consultant Team: Inland Aerial Survey, Boudreau Utility Locating, and Utility Systems Sciences & Software Task 1 Deliverables: Summary of research findings, including: Existing Plans, Maps and Non-Interference Letters binder, Pothole Report, Aerial Topographic Map, Sewer Flow Monitoring Report TASK 3: PRELIMINARY DESIGN
KWC will prepare a conceptual alignment plan (30% design) including all base map, utility research, surveyed data, traffic impacts, typical cross section, proposed connections and proposed horizontal alternative alignments with all recommended pothole locations. KWC will perform a Design Review Workshop at the City to review the conceptual alignment and proposed potholes.

KWC Team Members: Victor Elia, P.E. (Vice-President)
Take 3 Deliverables: Conceptual Alignment Plan and Schedule

City of Norco
Professional Engineering and Design Services
Mountain Avenue and Parkridge Ave
Sewer Main Replacement Project
October 5, 2022 6
TASK 4: FINAL ENGINEERING
Plan Preparation – KWC will begin preparation of final plans based on the approved Alignment Plan. We will prepare the drawings in AutoCAD with plan/profile sheets in accordance with the City’s requirements and standards. This effort will also incorporate the pothole data in plan, profile and table form.

We will submit the plans to the City for review and comment at the 90%, 100%, and final mylar stages. The City will provide us with plan check comments for the 30%, 90% and 100% submittals. KWC will internally QA/QC the plans prior to each submittal and conduct a field walk prior to submittal of final plans.

Per the City of Norco RFP, Street Improvement Plans, Paving Plans, and Traffic Plans are excluded from this proposal.

Trench backfill and pavement repair quantities and details will be included as a part of this contract.

Technical Specifications – We will prepare and submit the technical specifications per the City’s standard format for the 90%, 100%, and final document submittals for review and comment. KWC will also provide a digital copy of the plans and specifications in AutoCAD and in pdf format on a CD. Project specifications and bid documents shall include the detailed project description, bid schedule with bid item descriptions, special provisions, technical specifications, details and standard plans. City of Norco will perform the public bid and KWC will answer bid questions and respond to requests for clarification during the bid process.

Cost Opinion – KWC will provide our construction cost opinion based on recent bid results and quantity takeoff in MS Excel format for use by the City to advertise for bid. KWC will utilize the City’s standard Bid schedule/measurement and payment template.

KWC Team Members: Victor Elia, P.E. (Vice-President)
Task 4 Deliverables: 90% submittal plans; 100% and Final submittal plans, specifications, cost opinion TASK 5: BIDDING SERVICES
Bidding Phase Support – KWC will provide bid support on behalf of the City. This effort would include responding to questions from bidders, clarification of plans, and may include attending a pre-bid meeting/field walk if desired by the City during the bidding process. We have included time for responding to 5 RFI’s.

KWC Team Members: Victor Elia, P.E. (Vice-President)
Task 5 Deliverables: Bidding Support

City of Norco
Professional Engineering and Design Services
Mountain Avenue and Parkridge Ave
Sewer Main Replacement Project
October 5, 2022 7
TASK 6: ENGINEERING CONSTRUCTION SERVICES
Engineering Support – KWC will provide construction support for RFI’s, shop drawing, and material substitution requests as brought forth by the Contractor. Our office is conveniently located about 15 minutes away from the project area. As a result, we can be out at the site quickly if needed. Our fee proposal includes time for at least 5 RFI’s, 2 shop drawing reviews, review of material substitution requests, and prepare supplementary sketches.

KWC Team Members: Victor Elia, P.E. (Vice-President)
Task 6 Deliverables: Construction Support
Summary
While it is sometimes difficult to foresee everything that may be needed on a project, KWC’s team is committed to creating a successful project. If selected, KWC will ensure that the project moves forward to the City’s satisfaction. Due to our location, we are available to meet more frequently, as needed, if extenuating circumstances arise.

We believe that KWC’s project approach and proposed work activities, as presented above, will minimize construction costs, meet the project schedule, and avoid potential utility conflicts, while minimizing disruption to the public. Our team is flexible and understands the City’s expectations and standards. We are excited to work with the City of Norco again.

City of Norco
Professional Engineering and Design Services
Mountain Avenue and Parkridge Ave
Sewer Main Replacement Project
October 5, 2022 8
Project Schedule

PM:

Date:

KWC J.N.

Survey
Engineering Assistant Inland AerialBoudreau US3
Hourly Rate 150 130 120 110 115 80 240
.01 8 0 8 0 4 8 0 28 3,275 - - - 0 3,275
1a Meetings, Submittals, and Administration 8 8 4 8 28 3,275 0 3,275 .02 13 0 44 36 6 0 28 0 18,625 2,700 12,400 4,500 20,600 39,225 2a Research 1 6 850 0 850
2b Topographic Survey & Base Map 4 32 32 24 13,725 2,700 2,850 16,575 2c Potholing 4 6 2 4 2,500 12,400 13,025 15,525 10 potholes 2d Sewer Flow Monitoring and sizing 4 6 2 1,550 4,500 4,725 6,275 1 month sewer monitoring .03 8 0 24 0 32 0 0 0 7,775 - - - 0 7,775
3a 30% Plan Submittal 8 24 32 7,775 0 7,775
.04 10 0 56 0 58 0 0 0 14,925 - - - 0 14,925
4a Plan & Technical Specification Preparations 90% 4 24 24 6,250 0 6,250 4b Plan & Technical Specification Preparations 100% 2 16 16 4,075 0 4,075 4c Plan & Technical Specification Preparations Final 2 8 16 3,100 0 3,100 4d Cost Opinion & Bid Schedule Preparation 2 8 2 1,500 0 1,500 .05 2 4 0 0 0 0 0 0 825 - - - 0 825
5a Bidding Phase Support 2 4 825 0 825
.06 2 4 0 0 2 0 0 0 1,050 - - - 0 1,050
6a Engineering Support 2 4 2 1,050 0 1,050
TOTAL 43 8 132 36 102 8 28 28 46,475 2,700 12,400 4,500 20,600 67,075 All charges for subcontracted services shall be in the same amount as actually invoiced to and paid by the engineer plus an allowable 5% markup - additional potholes will be charged at $1200/each.

The cost of printing, mileage, telephone, mailing, and other expenses incidental to the performance of the main items of the Engineering Services to be rendered are included in the hourly rates of said hourly rate schedule and that there will be no additional charges.

Project DesignerSurvey AnalystTech Asst2 Man Survey Crew Total
Hours
5% Mark Up
Project Administration
Research and Survey
Preliminary Design
Final Engineering
Bidding Services
Engineering Construction Services
Remarks
Cost Proposal for Professional Engineering and Design Services

MOUNTAIN AVENUE AND PARKRIDGE AVENUE SEWER MAIN REPLACEMENT PROJECT Victor Elia
October 5, 2022

22.1000.1
Description Line Item

KWC ENGINEERS
KWC
Subtotal
Subconsultant
Subconsultant
Subtotal

TOTAL NTE
FEE
Project ManagerProject Engineer

CA-1

CONTRACT AGREEMENT

CITY OF NORCO

PROFESSIONAL DESIGN SERVICES

FOR MOUNTAIN AVENUE AND PARKRIDGE AVENUE

SEWER MAIN REPLACEMENT PROJECT

1. Parties and Date.

This Agreement is made and entered into this 21st day of December, 2022 by and between the City of Norco, a municipal corporation of the State of California, located at 2870 Clark Avenue, Norco, California 92860, County of Riverside, State of California, (hereinafter referred to as “City”) and KWC Engineers, a corporation with its principal place of business at 1880 Compton Avenue, Suite 100, Corona, CA 92881 (hereinafter referred to as “Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement.

2. Recitals.

2.1 Consultant.

Consultant desires to perform and assume responsibility for providing professional services for the design of the Mountain & Parkridge Avenue Sewer Main Replacement Project on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in designing sewer improvements for public clients, that it and its employees or subconsultants have all necessary licenses and permits to perform the Services in the State of California, and that is familiar with the plans of the City.

2.2 Project.

The City desires to engage the Consultant to render such professional design services for the Mountain & Parkridge Avenue Sewer Main Replacement Project (“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 design services outlined by the Project. The Project is more particularly described in Exhibit A attached hereto and incorporated herein by reference. The Project 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.

CA-2

3.1.2 Term. The terms of this Agreement shall begin at the Notice to Proceed and shall extend no later than the schedule outlined in the Consultant proposal for the Project. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

3.2 Responsibilities of Consultant.

3.2.1 Control and Payment of Subordinates; Independent Consultant. The Project shall be designed by Consultant. Consultant will determine the means, methods and details of constructing the Project subject to the requirements of this Agreement. City retains Consultant on an independent Consultant basis and not as an employee. Any additional personnel constructing the Project under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with the construction of the Project under this Agreement and as required by law. 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.

3.2.2 Schedule of Services. Consultant shall perform the services expeditiously, within the term of this Agreement, and in accordance with the Project timeframe set forth herein. Consultant represents that it has the professional and technical personnel required to construct the Project in conformance with such conditions.

In order to facilitate Consultant’s conformance with the Project timeframe, City shall respond to Consultant’s Requests for Information in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Project timeframe.

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

3.2.4 City’s Representative. The City hereby designates the Director of Public Works, or his designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Consultant shall not accept direction or orders from any person other than the City’s Representative or his or her designee.

3.2.5 Consultant’s Representative. Consultant hereby designates Brandon Barnett – President or his 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 Project, using his 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 Project under this Agreement.

CA-3

3.2.6 Coordination of Projects. Consultant agrees to work closely with City staff in the design of the Project and shall be available to City’s staff, consultants and other staff at all reasonable times.

3.2.7 Standard of Care; Performance of Employees. Consultant shall design the Project 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 design the Project. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to design the Project. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to design the Project, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions 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 construct the Project 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 work on the Project.

3.2.8 Laws and Regulations. 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, 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 Project. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.

3.2.8.1 Employment Eligibility; Consultant. By executing this Agreement, Consultant verifies 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. Such requirements and restrictions include, but are not limited to, examination and retention of documentation confirming the identity and immigration status of each employee of the Consultant. Consultant also verifies 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. Consultant shall avoid any violation of any such law during the Term of this Agreement by participating in an electronic verification of work authorization program operated by the United States Department of Homeland Security, by participating

CA-4
in an equivalent federal work authorization program operated by the United States Department of Homeland Security to verify information of newly hired employees, or by some other legally acceptable method. Consultant shall maintain records of each such verification, and shall make them available to the City or its representatives for inspection and copy at any time during normal business hours. The City shall not be responsible for any costs or expenses related to Consultant’s compliance with the requirements provided for in Section 3.2.8 or any of its sub-sections.

3.2.8.2 Employment Eligibility; Subcontractors, Consultants, Sub-subcontractors and Subconsultants. To the same extent and under the same conditions as Consultant, Consultant shall require all of its subcontractors, consultants, sub-subcontractors and subconsultants performing any work or Services relating to the Projects or this Agreement to make the same verifications and comply with all requirements and restrictions provided for in Section 3.2.8.1.

3.2.8.3 Employment Eligibility; Failure to Comply. Each person executing this Agreement on behalf of Consultant verifies that they are a duly authorized officer of Consultant, and understands that any of the following shall be grounds for the City to terminate the Agreement for cause: (1) failure of Consultant or its subcontractors, consultants, sub-subcontractors or subconsultants to meet any of the requirements provided for in Sections 3.2.8.1 or 3.2.8.2; (2) any misrepresentation or material omission concerning compliance with such requirements (including in those verifications provided to the Consultant under Section 3.2.8.2); or (3) failure to immediately remove from the Projects any person found not to be in compliance with such requirements.

3.2.8.4 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 Workers’ 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.

3.2.8.5 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.

3.2.8.6 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). Although the SCAQMD and CARB limits and requirements are broader, Consultant shall specifically be aware of their application

CA-5
to "portable equipment", which definition is considered by SCAQMD and CARB to include any item of equipment with a fuel-powered engine. Consultant shall indemnify City against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable 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.

3.2.9 Insurance.

3.2.9.1 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.

3.2.9.2 Minimum Requirements. Throughout the life of this Contract, Consultant shall pay for and maintain in full force and effect all policies of insurance required hereunder with an insurance company(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated not less than "A- VII" in Best's Insurance Rating Guide, or (ii) as may be authorized in writing by City Manager or his/her designee at any time and in his/her sole discretion. The following policies of insurance are required:
(i) COMMERCIAL GENERAL LIABILITY insurance which shall be at least as broad as the most current version of Insurance Services Office (ISO) Commercial General Liability Coverage Form CG 00 01 and include insurance for “bodily injury,” “property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non-owned equipment), products and completed operations, and contractual liability (including, without limitation, indemnity obligations under the Contract) with limits of liability of not less than the following:
$1,000,000 per occurrence for bodily injury and property damage $1,000,000 per occurrence for personal and advertising injury $2,000,000 aggregate for products and completed operations $2,000,000 general aggregate applying separately to the work performed under the Contract
(ii) COMMERCIAL AUTOMOBILE LIABILITY insurance which shall be at least as broad as the most current version of Insurance Service Office (ISO) Business Auto Coverage Form CA 00 01, and include coverage for all owned, hired, and non-owned automobiles or other licensed vehicles (Code 1 Any Auto) with limits of liability of not less than $1,000,000 per accident for bodily injury and property damage. (iii) WORKERS' COMPENSATION insurance as required under the California Labor Code.

CA-6
(iv) EMPLOYERS’ LIABILITY insurance with limits of liability of not less than $1,000,000 each accident, $1,000,000 disease policy limit and $1,000,000 disease each employee.
(v) PROFESSIONAL LIABILITY Professional Liability (Errors and Omissions) insurance appropriate to Consultant’s profession, with limits of liability of $2,000,000 per claim/occurrence and $2,000,000 policy aggregate.

In the event Consultant purchases an Umbrella or Excess insurance policy(ies) to meet the minimum limits of insurance set forth above, this insurance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies).

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

All policies of insurance required hereunder shall be endorsed to provide that the coverage shall not be cancelled, non-renewed, reduced in coverage or in limits except after 30 calendar day written notice has been given to City. Upon issuance by the insurer, broker, or agent of a notice of cancellation, non-renewal, or reduction in coverage or in limits, Consultant shall furnish City with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for City, Consultant shall provide a new certificate, and applicable endorsements, evidencing renewal of such policy not less than 15 calendar days prior to the expiration date of the expiring policy.

The General Liability and Automobile Liability insurance policies shall be written on an occurrence form. The General Liability (including ongoing and completed operations) and Automobile Liability shall name City and its officers, officials, employees, agents and volunteers as an additional insured. Such policy/ies of insurance shall be endorsed so Consultant’s insurance shall be primary and no contribution shall be required of City. The coverage shall contain no special limitations on the scope of protection afforded to the City and its officers, officials, employees, agents and volunteers. The Workers’ Compensation insurance policy shall contain a waiver of subrogation as to City and its officers, officials, employees, agents and volunteers. Should Consultant maintain insurance with broader coverage and/or limits of liability greater than those shown above, City requires and shall be entitled to the broader coverage and/or the higher limits of liability maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

CA-7
If the Professional Liability (Errors and Omissions) insurance policy is written on a claimsmade form:

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

2. Insurance must be maintained and evidence of insurance must be provided for at least 3 years after any expiration or termination of the Agreement or, in the alternative, the policy shall be endorsed to provide not less than a 3-year discovery period.

3. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a retroactive date prior to the effective date of the Agreement or the commencement of work by Consultant, Consultant must purchase extended reporting coverage for a minimum of 3 years following the expiration or termination of the Agreement.

4. A copy of the claims reporting requirements must be submitted to VVTA for review.

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

Consultant shall furnish City with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the City Manager or his/her designee prior to City’s execution of the Agreement and before work commences.

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

Upon request of City, Consultant shall immediately furnish City with a complete copy of any insurance policy required under this Agreement, including all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement.

The fact that insurance is obtained by Consultant shall not be deemed to release or diminish the liability of Consultant, including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify City and its officers, officials, employees, agents and volunteers shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Consultant. Approval or purchase

CA-8
of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of Consultant, its principals, officers, employees, agents, persons under the supervision of Consultant, vendors, suppliers, invitees, sub-consultants, subconsultants, or anyone employed directly or indirectly by any of them.

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

3.2.10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In designing the Projects, 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. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.

3.3 Fees and Payments.

3.3.1 Rates and Total Compensation. Consultant shall receive compensation, including authorized reimbursements, for all design services rendered under this Agreement at the rates set forth in Exhibit B for each design Projects, attached hereto and incorporated herein by reference. The total compensation, including authorized reimbursements, shall not exceed the total costs outline in Exhibit B. Extra work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.

3.3.4 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

CA-9
Projects, 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 City’s Representative.

3.4 Accounting Records.

3.4.1 Maintenance and Inspection. 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.

3.5 Ownership of Materials and Confidentiality

3.5.1 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, electronically or otherwise recorded or stored, 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 the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of five (5) years following completion of the Projects, and shall make copies available to City upon the payment of actual reasonable duplication costs. In addition, 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.

3.5.2 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,

CA-10
or those provided to Consultant by the City.

3.5.2 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 Projects or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than these Projects 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 these Projects, 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

3.6 General Provisions.

3.6.1 Termination of Agreement.

3.6.1.1 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.

3.6.1.2 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.

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

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

Consultant:

KWC Engineers
1880 Compton Avenue, Suite 100
Corona, CA 92881
Attention: Brandon Barnett - President
City:

City of Norco
2870 Clark Avenue
Norco, CA 92860
Attention: Director of Public Works

CA-11
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the US 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.

3.6.3 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.

3.6.4 Attorney’s 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 attorney’s fees and all other costs of such action.

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

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

This section shall survive termination or expiration of this Agreement.

3.6.6 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. This Agreement may only be modified by a writing signed by both parties.

3.6.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County.

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

3.6.9 City’s Right to Employ Other Consultants. City reserves right to employ other Consultants in connection with these Projects.

3.6.10 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.

CA-12

3.6.11 Assignment or Transfer. Consultant shall not assign, hypothecate or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.

3.6.12 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 work days (Monday through Friday, excluding holidays). 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.

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

3.6.14 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.

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

3.6.16 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.

3.6.17 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. Further, 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 sub-consultants 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.

CA-13

3.6.18 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any sub-consultant, 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.

3.6.19 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 Workers’ 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.

3.6.20 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 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.

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

3.7 Subcontracting.

3.7.1 Prior Approval Required. Consultant shall not subcontract any portion of the work 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.

CA-14
NAME OF CONSULTANT: KWC Engineers
*By:
_________________________
Brandon Barnett, President
NOTE: SIGNATURES OF CORPORATE OFFICIALS MUST BE NOTARIZED.

Attach Certificate of Notary Acknowledgement
OWNER: CITY OF NORCO, a municipal corporation
*By:
_________________________
Robin Grundmeyer, Mayor
ATTEST:
_________________________
Dana Roa, CMC, City Clerk
APPROVED AS TO FORM:
_________________________
Harper & Burns, LLC.

City Attorney

CA-15

EXHIBIT A
The services shall be performed in accordance with the Standard Specifications for Public Works Construction (Green Book), latest edition, including all current supplements, addenda, and revisions thereof (hereinafter referred to as “Standard Specifications”) incorporated herein by this reference. Any provisions, which supplement or modify the Standard Specifications, are attached hereto as Special Provisions and incorporated herein by this reference.

The Project includes the replacement of approximately 1,950 linear feet of existing 10” & 12” Sewer Main within Parkridge Avenue, Mountain Avenue and within an existing City sewer easement.

CA-16

EXHIBIT B
Proposal Documents

CA-17

GENERAL LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5627
(951) 270-5677
A. POLICY INFORMATION Endorsement # ________________________

1. Insurance Company ____________________________________________ Policy Number _____________________

2. Policy Term (From) _______________ (To)________________ Endorsement Effective Date ______________________________________

3. Named Insured _______________________________________________

4. Address of Named Insured
_____________________________________________________________ _____________________________________________________________

5. Limit of Liability Any One Occurrence/Aggregate
$______________________________ /_____________________________

6. Deductible or Self-Insured Retention (Nil unless otherwise specified):
______________________________________________

7. Coverage is equivalent to:

Comprehensive General Liability Form GL0002 (Ed. 1/73)
______________________________________________
Commercial General Liability "Occurrence" Form CG0001
______________________________________________

8. Bodily Injury and Property Damage Coverage is:
____________________________________"occurrence"
Note: The City of Norco standard insurance requirements specify "occurrence" coverage. "Claims-made" coverage is not acceptable. If commercial general liability form or equivalent is used, the general aggregate must apply separately to this location/project or the general aggregate must be twice the occurrence limit.

CA-18

9. Description of Projects:

MOUNTAIN & PARKRIDGE AVENUE SEWER MAIN REPLACEMENT PROJECT The general items of work to be done hereunder consist of:

The Project includes the replacement of approximately 1,950 linear feet of existing 10” & 12” Sewer Main within Parkridge Avenue, Mountain Avenue and within an existing City sewer easement.

B. POLICY AMENDMENTS
This endorsement is issued in consideration of the policy premium. Notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:

1. INSURED. As respects any work performed on the above described Projects, the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, and volunteers are included as insured with regard to damages and defense of claims arising from: (a) activities performed by or on behalf of the Named Insured, (b) products and completed operations of the Named Insured, or (c) premises owned, leased, or used by the Named Insured.

2. CONTRIBUTION NOT REQUIRED. As respects: (a) work performed by the Named Insured on the above described Projects for or on behalf of the City of Norco; or (b) products sold by the Named Insured to the City of Norco for use on the Projects; or (c) premises leased by the Named Insured from the City of Norco, the insurance afforded by this policy shall be primary insurance as respects the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, or volunteers; or stand in an unbroken chain of coverage excess of the Named Insured's schedule underlying primary coverage. In either event, any other insurance maintained by the City of Norco, its elected or appointed officers, officials, employees, consulting engineers, or volunteers shall be in excess of this insurance and shall not contribute with it.

3. SCOPE OF COVERAGE. This policy, if primary, affords coverage at least as broad as:
(1) Insurance Services Office Form Number GL 0002 (Ed. 1/73), Comprehensive General Liability Insurance and Insurance Services Office form number GL 0404 Broad Form Comprehensive General Liability endorsement; or
(2) Insurance Services Office Commercial General Liability Coverage, “Occurrence" Form CG 0001; or

CA-19
(3) If excess, affords coverage which is at least as broad as the primary insurance forms referenced in the preceding Sections (1) and (2).

4. SEVERABILITY OF INTEREST. The insurance afforded by this policy applies separately to each insured who is seeking coverage or against whom a claim is made or a suit is brought, except with respects to the Company's limit of liability.

5. PROVISIONS REGARDING THE INSURED'S DUTIES AFTER ACCIDENT OR LOSS. Any failure to comply with reporting provisions of the policy shall not affect coverage provided to the City of Norco, its elected or appointed officer, officials, employees, consulting engineers or volunteers.

6. CANCELLATION NOTICE. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.

C. INCIDENT AND CLAIM REPORTING PROCEDURE
Incidents and claims are to be reported to the insurer at:

ATTN:
_____________________________________________________________________ (Title) (Department)
_____________________________________________________________________ (Company)
_____________________________________________________________________ (Street Address)
_____________________________________________________________________ (City) (State) (Zip Code)
______________________________
(Telephone Number)

CA-20
D. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, __________________________, warrant that I have authority to (Print/Type Name)
bind the below-listed insurance company and by my signature hereon do so bind this company.
____________________________________________

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original Signature required on endorsement furnished to the City of Norco) ORGANIZATION: _____________________________________________________ TITLE: _____________________________________________________ ADDRESS: _____________________________________________________ _____________________________________________________
TELEPHONE: _____________________________________________________

CA-21

AUTOMOBILE LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5627
(951) 270-5677
A. POLICY INFORMATION Endorsement #_____________________

1. Insurance Company _____________________________________________ Policy Number _____________________

2. Policy Term (From)________________(To) _______________ Endorsement Effective Date ___________

3. Named Insured________________________________________________

4. Address of Named Insured________________________________________

5. Limit of Liability Any One Occurrence/Aggregate
$______________________ /_____________________________________

6. Deductible or Self-Insured Retention
(Nil unless otherwise specified):
$____________________________________________________________ B. POLICY AMENDMENTS
This endorsement is issued in consideration of the policy premium. Notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:

1. INSURED. The City of Norco, its elected or appointed officers, officials, consulting engineers, employees and volunteers are included as insured with regard to damages and defense of claims arising from: the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Named Insured, regardless of whether liability is attributable to the Named Insured or a combination of the Named Insured and the City of Norco, its elected or appointed officers, officials, employees, consulting engineers or volunteers.

2. CONTRIBUTION NOT REQUIRED. As respects work performed by the Named Insured for or on behalf of the City of Norco, the insurance afforded by this policy shall: (a) be primary insurance as respects the City of Norco, its elected or appointed officers, officials, employees, consulting engineers or volunteers; or (b)

CA-22
stand in an unbroken chain of coverage excess of the Named Insured's primary coverage. In either event, any other insurance maintained by the City of Norco, its elected or appointed officers, officials, employees or volunteers shall be in excess of this insurance and shall not contribute with it.

3. SCOPE OF COVERAGE. This policy, if primary, affords coverage to the Named Insured at least as broad as:
(1) Insurance Services Office form number CA 00001 (Ed. 1/78), Code 1 ("any auto") and endorsement CA 0025.
(2) If excess, affords coverage which is at least as broad as the primary insurance forms referenced in the preceding Section (1).

4. SEVERABILITY OF INTEREST. The insurance afforded by this policy applies separately to each insured who is seeking coverage, or against whom a claim is made or a suit is brought, except with respect to the Company's limit of liability.

5. PROVISIONS REGARDING THE INSURED'S DUTIES AFTER ACCIDENT OR LOSS. Any failure to comply with reporting provisions of the policy shall not affect coverage provided to the City of Norco, its elected or appointed officer, officials, employees, consulting engineers or volunteers.

6. CANCELLATION NOTICE. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.

C. INCIDENT AND CLAIM REPORTING PROCEDURE
Incidents and claims are to be reported to the insurer at:

ATTN:
_____________________________________________________________________ (Title) (Department)
_____________________________________________________________________ (Company)
_____________________________________________________________________ (Street Address)
_____________________________________________________________________ (City) (State) (Zip Code)
____________________________________________________
(Telephone Number)

CA-23
D. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, __________________________, warrant that I have authority to (Print/Type Name)
bind the below-listed insurance company and by my signature hereon do so bind this company.
____________________________________________

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original Signature required on endorsement furnished to the City of Norco) ORGANIZATION: _____________________________________________________ TITLE: _____________________________________________________ ADDRESS: _____________________________________________________ _____________________________________________________
TELEPHONE: _____________________________________

CA-24

WORKER'S COMPENSATION/EMPLOYER'S LIABILITY ENDORSEMENT

CITY OF NORCO
2870 Clark Avenue
Norco, CA 92860
(951) 270-5627
(951) 270-5677
A. POLICY INFORMATION Endorsement # ________________________

1. Insurance Company ____________________________________________ ("the Company")
Policy Number _________________________________________________

2. Effective Date of this Endorsement ________________________________

3. Named Insured_________________________________________________

4. Employer's Liability Limit (Coverage B) ______________________________ ______________________________________________________________ B. POLICY AMENDMENTS
In consideration of the policy premium and notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any other endorsement attached thereto, it is agreed as follows:
(1) Cancellation Notice. The insurance afforded by this policy shall not be suspended, voided, canceled, reduced in coverage or in limits except after 30 days prior written notice by certified mail return receipt requested has been given to the City of Norco. Such notice shall be addressed as shown in the heading of this endorsement.
(2) Waiver of Subrogation. The Insurance Company agrees to waive all rights of subrogation against the City of Norco, its elected or appointed officers, officials, agents and employees for losses paid under the terms of this policy which arise from work performed by the Named Insured for the City of Norco.

CA-25
C. SIGNATURE OF INSURER OR AUTHORIZED REPRESENTATIVE OF THE

INSURER
I, _______________________, warrant that I have authority to bind (Print/Type Name)
the below-listed insurance company and by my signature hereon do so bind this company.
_______________________________________________

SIGNATURE OF AUTHORIZED REPRESENTATIVE
(Original signature required on endorsement furnished to the City of Norco) ORGANIZATION: ____________________________________________________ TITLE: ____________________________________________________ ADDRESS: ____________________________________________________ TELEPHONE: ____________________________________________________

City Council

STAFF REPORT
Date: December 21, 2022 Agenda Item:

2.K.

To: Honorable Mayor and City Council Members
Prepared By: Alma Robles, Planning Director
Department: Planning
SUBJECT:

Project Management Consultant Contract with Civic Solutions for the General Plan Update
RECOMMENDATION:

Authorize staff to begin processing a Project Management Consultant Contract with Civic Solutions to complete an update to the City of Norco General Plan, in the amount of $244,800 over a two year time frame.

SUMMARY:

At the meeting of December 7, 2022, the City Council gave approval for staff to move forward with a comprehensive update of the City of Norco General Plan. This is the first step in this process of the General Plan Update, which is to retain the services of a qualified project manager.

BACKGROUND:

At the meeting of December 7, 2022, the City Council approved for staff to move forward with a comprehensive update to the City of Norco General Plan. Staff informed the City Council that the cost for a comprehensive update to the General Plan is estimated in the range of $1 - $1.3 million, based on recent contracts for comparable cities, including a Project Manager.

The first step in this process is to retain the services of a qualified Project Manager. There was no Request for Proposal (RFP) as Civic Solutions was chosen based on their qualifications and their most recent experience with managing the magnitude of this type of project (ref attached proposal). Staff worked with Civic Solutions to refine the scope and evaluate the cost, and recommends approval.

As Project Manager, Jean Ward from Civic Solutions will function as the leader of the project on behalf of the city team, providing 10-15 hours per week of senior level planning and project management services. The Project Manager will first lead the RFP process

for the consultant team, then shepherd the project's consultants, city staff, commissions, and the community through the various phases to completion. Only the largest of cities have the internal resources needed to manage a project of this scope. Retention of a qualified project manager with a successful track record is foundational for success of the process.

Funding
The City Council was informed at the meeting of December 7, 2022 that funding for the comprehensive update of the General Plan would come from:
• The General Plan (GP) maintenance update designated balances, which are derived from fees that are assessed on all building permits for the sole purpose of the GP maintenance/updates. Currently, the estimated designated balance for the maintenance update is approximately $279,000 and increases as building permits are issued.
• The General Fund will have available funding due to the one-time savings as a result of the American Rescue Plan Act (ARPA) revenue loss for the provision of general government services. It is recommended that some of that one-time savings be allocated for this one-time cost of the GP update.

The cost for a Project Management Consultant is estimated at $244,800 (ref Cost Schedule) and funding will be derived from the GP maintenance update designated balances.

FISCAL IMPACT:
$244,800 over a two year time frame, to be paid out of the General Plan maintenance update designated balances.

RELATIONSHIP TO STRATEGIC PLAN:

This item is consistent with Strategic Plan Direction No. 3 - Economic Development and Financial Stability: Assure financial stability by expanding development efforts, diversifying revenue sources and continuing prudent financial management; Action Plan No. 4 - "Update the General Plan", Sub-actions 4.1 - Update the Circulation Element, 4.2 - Update the Land Use Element, 4.3 - Update the Open Space Element, 4.4 - Update the Noise Element, 4.5 - Update the Safety Element, and 4.6 - Update the Conservation Element.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Proposal
Cost Schedule

Proposal to Provide
Project Management Services
to the City of Norco
October 20, 2022
27362 Calle Arroyo ¡ San Juan Capistrano, CA 92675
Principal Contact: Jean Ward, AICP
949.489.1442 ¡ fax 949.240.8068
www.civicsolutions.com

27362 Calle Arroyo
San Juan Capistrano, CA
949/489-1442
949/489-2408 FAX
www.civicsolutions.com
October 20, 2022
Alma Robles, Planning Director
City of Norco
2870 Clark Avenue
Norco, CA 92860
Subject: Proposal to Provide Project Management Services for the Norco General Plan Update
Dear Ms. Robles,
Thank you for contacting Civic Solutions to discuss the provision of consulting management services to the City of Norco for the General Plan update process. We understand there is a need for an experienced project manager to manage the City’s update to its General Plan. As requested, this letter proposal includes the qualifications, proposed services, and estimated hours and fee for Jean Ward, Community Planning Services Manager, to fulfill this role.

Our firm is uniquely qualified to provide consulting management services to the City of Norco, and has significant experience managing and preparing general and specific plans for cities throughout Southern California. Civic Solutions is a leader in providing planning and contract staffing services for public agencies throughout California, which gives us the unique perspective of implementing policy plans and regulatory documents on a daily basis and an intimate understanding of the inner workings of public planning agencies.

With over 20 years of experience in planning, Jean will provide principal-level experience and continuity in management of the General Plan update process, from consultant team solicitation through the update process to adoption, and beyond into implementation if the City desires. Jean has directed numerous comprehensive plans, specific plans, community engagement efforts, and other complex planning projects, and has a successful track record of managing a diversity of community-based, implementation-oriented plans on schedule and within budget. She pays great attention to working with specialized professionals who share her core values and passion for creating livable places, and providing the framework for a collaborative approach to every project.

We appreciate the opportunity to work with you on this important project. Please let us know if you have any questions or need additional information. We look forward to discussing this proposal with you in the near future.

Sincerely,
Jean Ward, AICP Thomas G. Merrell
Community Planning Services Manager President

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ iii
Contents
Project Understanding......................................................................................................................1 Qualifications........................................................................................................................................3 Proposed Services ..............................................................................................................................5 Schedule and Cost Estimate............................................................................................................7 Relevant Project Experience ..........................................................................................................8

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 1
Project
Understanding
The City of Norco is embarking on a comprehensive update of its General Plan, and is looking to build on its vision as a family-friendly community with a high quality of life and a diverse resident, business, recreation, and animal-keeping lifestyle. Norco is known for its traditional western character and equestrian lifestyle, and provides horse trails, hitching rails, and corrals placed close to businesses. The City has established itself as a destination and branded itself Horsetown USA, with an annual fair, rodeo, and Norco Horseweek, and home to the George Ingalls Event Center, one of the premier equestrian venues in the nation.

The community is passionate about maintaining its high public safety, equestrian lifestyle, and low-density character in the midst of growth pressures and the statewide housing crisis. While the City has a goal of preserving an animal-keeping/small-plot agricultural lifestyle, the City also strives to ensure that all residents have housing opportunities regardless of income. During the City’s recent 6th Cycle Housing Element process, accessory dwelling units (ADUs) rose to the top of community sentiment as one way to meet the City’s Regional Housing Needs Allocation (RHNA) while maintaining community character, resulting in programs that go above and beyond state ADU law to facilitate the development of affordable housing through the promotion and subsidization of ADUs.

Norco’s business sector is growing and the City is becoming a major player in the region based on its strong hospitality sector, growing retail and industrial businesses, connectivity to San Bernardino, Riverside, Los Angeles, and Orange counties via Interstate 15 and Metrolink rail service, significant recent infrastructure investments, and interest in expanding its green energy and sustainable initiatives. The City aims to build on and further cultivate its economic development through the directives of its 2022-2026 Strategic Plan to expand development efforts, diversify revenue sources, and build a sustainable workforce to meet the needs of all stakeholders in the community.

With the exception of the recently certified 2021-2029 Housing Element, Norco’s General Plan is outdated with some elements over 20 years old. A city must update its General Plan periodically to keep up with changing needs and conditions of the City and the region. Several elements have been updated in a piecemeal manner over the past two decades, but a comprehensive update is needed to solidify the City’s long-range vision and establish clear policy direction to guide the community through the next 10 to 20 years.

The City’s General Plan must also be updated to reflect new local, state, and federal laws. There have been significant legislative changes over the past decade that more closely integrate elements of the General Plan than what is currently included in the Norco General Plan. In addition, new areas of focus have been introduced and are now mandated to be addressed by

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 2
Project
Understanding
(continued)
state law, including balanced land use and transportation solutions and multimodal circulation to reduce vehicle miles traveled; environmental justice and equity; and climate resiliency and hazard mitigation. This is the time for Norco to expand and refine its goals and objectives and define a strong vision and policy direction that preserves the character, history, and quality of life that make Norco special while also adapting to change for a more sustainable, innovative, healthy and economically vibrant future.

We understand the City plans to update its General Plan to build on and enhance its identity and qualities with visionary planning, specialized and multi-disciplinary expertise, and a strong partnership between the City and the community to create a community-based, implementation-oriented General Plan. We also understand the City maintains a small staff and intends to select a qualified consultant team to prepare the updated General Plan. As such, the City is seeking consulting project management services to lead the General Plan Update process and to engage with City staff to ensure that every department is involved in this important planning effort. We would welcome the opportunity to provide these services to the City and be a part of this important and collaborative endeavor. Our proposed services, experience, and qualifications are outlined below.

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 3
Qualifications This project is of great interest to Civic Solutions, because it is an opportunity to work with the City and the community to strengthen its vision and foundation for the future, and it builds upon our extensive experience managing and preparing innovative community-based plans in jurisdictions throughout Southern California. Civic Solutions is a full-service planning firm, providing a range of services including project management and preparation of comprehensive plans and policy documents, community engagement efforts, zoning and development codes, specific plans and design guidelines preparation, ministerial and discretionary processing, and CEQA documentation.

Civic Solutions has successfully provided community development services for city and county planning departments in Southern California for 31 years. The firm is established around the principle that community planning and development ultimately serve the public interest. Civic Solutions is ideally equipped to successfully provide planning services to the satisfaction of our clients and the communities we serve. A major component of our services is to provide contract planning staff at all levels to our municipal clients. With this experience, we have the unique perspective of implementing policy plans and regulatory documents on a daily basis, giving us the depth of understanding of how plans and regulations function “at the counter” and how policies function in their use to decision makers. Most importantly, by working in municipalities all over Southern California as contract planners, we are adept and responsive, providing the highest level of customer service to our clients. We fit seamlessly into the cities we serve and maintain open lines of communication.

The decision to update a General Plan is an important one. Not only does it commit the City to embarking on an involved planning process, but it creates the opportunity to generate a new vision for the City’s future that is shared by all stakeholders. To ensure a successful process, it is important that the City have a talented and creative consultant team who knows how to engage the community and employ cutting edge urban design and planning principles; and an experienced and responsive project manager who can successfully collaborate with City staff, a multi-disciplinary team of specialists, and the community to create a community-based, implementation-oriented General Plan document.

As the City’s Project Manager for the General Plan Update, Jean Ward would manage all components of the General Plan effort and coordinate the efforts of the consultant team. With over 20 years of experience in planning, Jean has directed numerous comprehensive plans, specific plans, community engagement efforts, and other complex planning projects, and has provided consulting management services to public agencies for large-scale planning efforts. She has a successful track record of managing a diversity of

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 4
community-based, implementation-oriented plans on schedule and within budget. Jean’s resume is provided at the end of this proposal.

With Civic Solutions, Jean has served as contract planning staff managing long-range planning projects for several cities in Southern California. This experience has provided Jean with valuable local knowledge and insight into each City’s goals and aspirations, community dialogue and perspectives, and existing plans, policies, regulations, and processes. In addition, Jean quickly builds relationships with staff in all city departments, allowing her to form a seamless team with city staff and lead projects efficiently and effectively. Through her consulting management experience, Jean works regularly with outside agencies, community groups, and organizations, and understands the communication needed to prepare and implement a General Plan update. Jean is an experienced and responsive Project Manager who can successfully collaborate with City staff, a multidisciplinary team of specialists, and the community to create a forwardthinking General Plan that reflects the unique goals and vision of the community and is focused on implementation and realization of that vision.

The role of the Project Manager is to manage the overall General Plan Update effort and coordinate City and consultant activities. The approach to a successful outcome requires leadership, clear communication, and a high level of collaboration, combined with technical planning experience to work with the consultant team and provide input to development of the General Plan. At Civic Solutions, we relish opportunities to work creatively and interactively with City staff, specialized consultants, and City boards and commissions to find policy and design solutions that meet the City’s vision and objectives while
also responding to the
practical considerations
of development
feasibility, contextual
awareness, and
municipal finances.

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 5
Proposed Services Civic Solutions is pleased to offer complete and comprehensive consulting management services to manage the City of Norco’s General Plan update process. Following is a description of the services to be provided.

As the City’s General Plan Project Manager, Jean will maintain regular communication with the City and the consultant team, virtually and inperson, as needed throughout the duration of the project. Jean will facilitate and organize regular conference calls, weekly meetings with City staff, and bi-weekly or monthly meetings as needed with the City and the consultant team to collaboratively and synergistically work together on branding, community engagement, planning, policy development, and environmental documentation as we create the updated General Plan. Jean will coordinate with other City departments and outside agencies as needed throughout the process and include them in meetings when appropriate.

As requested, Jean is also available to assist with preparation of the Request for Proposals (RFP) for the General Plan Update, as well as participate in interviews and refinement of the contract scope upon selection of a consultant team. Participation in the RFP and contract negotiation phases will allow the City’s Project Manager to most effectively manage the scope, schedule, and budget of the consultant team during the General Plan Update process. As such, Jean will oversee the team or individual contracts with the consultants, manage the schedule to ensure completion of major deliverables and work tasks, monitor the overall budget, and review consultant invoices on a monthly basis. Our work program also includes the preparation of staff reports, meeting and presentation materials as necessary, and continuous project updates throughout the process.

In addition, because Jean is a practicing planner, she is able to participate as needed in all aspects of the development and preparation of the General Plan by providing planning input as the plan is developed, reviewing and editing milestone deliverables and draft of the plan, and participating in all aspects of the community engagement process.

While not anticipated, if there is a need for additional assistance over this multi-year planning effort, Civic Solutions’ Vice President, Mary Wright, will provide support. Mary is a planning professional with over 25 years of planning and environmental experience in Southern California. She has extensive experience managing a diversity of projects, and, as former Deputy Director of the City of San Diego Planning Department, has leadership experience in municipal planning and directed many of the San Diego’s Community Plan updates.

The proposed services for consulting project management and our project management approach are summarized as follows:
• Prepare RFP and participate in consultant selection process and contract scope negotiations

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 6
Proposed Services
(continued)
• Organize and oversee kick-off event with all City departments and consultant team
• Provide day-to-day project communication with staff and consultant team
• Conduct weekly meetings with City staff
• Conduct bi-weekly or monthly City/consultant team meetings • Conduct focused topic meetings with specialized consultants and City departments
• Provide regular updates and communications regarding budget, schedule, and major project deliverables
• Coordinate with outside agencies
• Maintain schedules
• Oversee the consultant team contracts
• Monitor the overall budget and review monthly invoices • Participate in all aspects of the community engagement process • Participate in all aspects of General Plan development and preparation
• Review and refine consultant products and deliverables • Prepare staff reports and meeting/presentation materials as needed • Deliver presentations as needed to the community, stakeholder groups, and decision makers
• Oversee file management
• Maintain open lines of communication among consultants

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 7
Schedule and
Cost Estimate
It is our understanding that the City wishes to start solicitation for the General Plan Update as soon as possible, and begin work on the project with a selected consultant team in first quarter 2023, with an anticipated schedule for the project of approximately 2 years. We will work with the City to establish a detailed schedule of phases and milestones for both the solicitation process and the General Plan update process.

Based on previous experience providing consulting management services for similar planning efforts and projects of this magnitude, the average anticipated hours are approximately 10 to 15 hours per week with onsite work as needed. The billing rate for Jean Ward as Project Manager is $170 per hour. In addition, if additional services are needed to further support City staff, Jean will engage other planners from Civic Solutions as needed and per the rates below.

Fee Schedule – FY 2022-23
Position
Hourly Rate
FY 2022-23*
Principal-in-Charge $180
Project Manager $170
Principal Planner $160
Senior Planner $145
Associate Planner $130
Assistant Planner $120
*Rates subject to change in FY 2023-24

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 8
Relevant Project
Experience
City of Rancho Cucamonga
Jean has been providing consulting management
services to the City of Rancho Cucamonga since
2018. Jean recently served as Contract Project
Manager for PlanRC, Rancho Cucamonga’s
General Plan Update. Jean worked with a 10-
person core team of City staff throughout the
process, resulting in every department engaging
across disciplines, having hands-on involvement in the development of the General Plan, and a direct investment in and commitment to implementation. She also led and coordinated the efforts of the consulting team, which consisted of 10 firms, including management of scope and budget, contract and invoice review, and communications with the City core team. The scope of work also included preparing all staff reports and decision-maker presentations. In 23 months, Jean managed and shepherded the General Plan Update through the planning and engagement process to unanimous adoption by the City Council, with multiple community members speaking at the public hearings in support of the plan to which they contributed. This immense and comprehensive project came in on schedule and under budget, and has already received recognition as an exemplary comprehensive plan from SCAG’s Sustainability Awards Program and the Inland Empire Section and California Chapter of the American Planning Association (APA).

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 9
Relevant Project
Experience
(continued)
Following the General Plan Update, the City transitioned to developing a Form-Based Development Code, which Jean also managed, that takes the design of the Plan to the regulatory level and allows for development streamlining. Jean continues to work with City staff to “test drive” the new form-based standards against current mixed-use development proposals, and work with Planning staff to refine the standards as needed, to ensure the form-based zones are successful in implementing the vision of the General Plan.

In addition, as part of the PlanRC process, Jean managed the preparation of a Climate Action Plan adopted with the General Plan that provides streamlining options for future development while simultaneously reducing impacts to the climate, as well as other implementing plans, including a Local Hazard Mitigation Plan, an Evacuation Assessment, and an Economic Strategic Development Plan update.

Prior to the PlanRC effort, Jean was consulting Project Manager for another of the City’s largest planning and engagement efforts to date, the Etiwanda Heights Neighborhood & Conservation Plan, which was adopted in 2019, and annexation of over 4,000 acres in the northern portion of City. This community-based Plan was prepared to guide land use and shape new development within the Etiwanda Heights Neighborhood & Conservation Plan Area, and represents a unique opportunity to permanently preserve unspoiled views of the San
Gabriel foothills and mountains,
permanently conserve rural open
space and habitat resources, and
secure recreational access to the
foothills, while providing unique
new neighborhoods that reflect
Rancho Cucamonga’s heritage.

Jean managed all components of
the project, as well as
coordinated the multidisciplinary consultant team,
which was made up of ten firms.

Jean is continuing to provide consulting management services to the City as the manager of two master plans efforts for key locations in the City: the Epicenter Master Plan and the Civic Center Master Plan. Jean is also working with the City’s Economic Development staff. and an outside economist to develop a fiscal impact tool for new development based on a value-per-acre model used for the General Plan economic analysis.

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 10
Relevant Project
Experience
(continued)
City of Jurupa Valley
Jean has been providing consulting management services to the City of Jurupa Valley since 2017. Currently, Jean is leading a multi-disciplinary consultant team and inter-departmental City team to prepare the Pedley Town Center Plan. This area plan, funded with an SB2 grant, includes a robust community engagement component and community engagement effort. Pedley is a historically rural part of the city located around the intersection of Limonite Avenue and Van Buren Boulevard, which is perhaps the most significant crossroads of the city, and includes the Metrolink station and extends down to the Santa Ana River. The Pedley area is also the civic hub of the community as it includes City Hall. This Plan will guide development and public improvements to create a cohesive center that will anchor this historic equestrian area of the city and help solidify its identity within Jurupa Valley. The intent of this Plan is to clarify a unique vision and strong implementation strategies for the Pedley area to function as a walkable semi-rural downtown environment, or “Town Center” as envisioned by the General Plan.

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 11
Relevant Project
Experience
(continued)
Jean recently managed a team of City staff and
consultants to prepare Jurupa Valley’s Housing
and Safety Element Updates and associated
housing-related development code amendments
and implementing housing programs. The
comprehensive Housing Element Update
addressed how the City will accommodate its
substantial RHNA and was one of the first 6th Cycle
Housing Elements to be certified by the state in the
SCAG region. Jean has also prepared numerous
legislative text amendments, and managed other special projects for the City, including General Plan implementation programs.

In addition, Mary Wright, who will provide additional services if needed for the Norco General Plan Update, managed and prepared the City of Jurupa Valley’s General Plan, this young city’s first General Plan. The comprehensive update included a robust public engagement process including the involvement of a 32-member General Plan Advisory Committee (GPAC). Work began with a visioning process to establish community values and guide the update process. The General Plan includes all state-mandated General Plan Elements as well as four optional elements:

Economic Sustainability, Environmental Justice, Air Quality, and Healthy Communities. In adopting the General Plan, City Council members remarked that the team created a robust plan that truly reflects the goals and aspirations of the community. In addition, the Jurupa Valley General Plan received an Award of Merit from the Inland Empire Section and the California Chapter of the American Planning Association.

Prior to the preparation of the General Plan,
Mary prepared an Environmental Justice
Element to satisfy the City’s obligation
under lawsuit settlement. The Element was
only the second Environmental Justice
Element in the state and addressed issues of
environmental equity throughout the City.

Mary and her team worked actively with the
Center for Community Action and
Environmental Justice (CCAEJ) and other
stakeholder groups to lay out a plan that
clearly documents existing procedural and
geographic inequities and introduces
thoughtful policies that will make development decisions fair and inclusive.

This element set a standard for how to address environmental justice in a planning context, and is featured on the Office of Planning and Research’s website of best practices in environmental justice. The Element received awards from the local and state chapters of the American Planning Association for best practices and advancing diversity.

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 12
Relevant Project
Experience
(continued)
City of Westlake Village
Jean has been providing consulting planning and project management services to the City of Westlake Village since 2010. Most recently Jean managed the City of Westlake Village’s 6th Cycle Housing Element, including targeted updates to the development code to implement new housing laws including density bonus special needs housing. The Housing Element Update included a significant community engagement, outreach, and educational component regarding housing development and current state law.

This Housing Element was the third in the SCAG region to be certified by HCD. Jean also managed and prepared associated Updates to the City’s Hazards Chapter of the General Plan. The scope of work included managing all aspects of the project, including the consultant and the City team, project budget and scope, leading the public engagement efforts, staff reports, presentations, and presenting to decision makers. The 6th Cycle Housing Element was the third in the state to receive certification from the Department of Housing and Community Development.

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 13
Relevant Project
Experience
(continued)
Jean also managed a multi-disciplinary team and prepared the North Business Park Specific Plan in the City of Westlake Village. The North Business Park Specific Plan was originally an effort to inject reinvestment and modify land use designations to allow for more development flexibility, including the addition of retail and housing, into an aging industrial and business park. Over time, the plan transitioned to one with an emphasis that put housing front and center.

The engagement methods used
helped to change previously
unwavering attitudes and address
concerns associated with adding
housing. This resulted in the
community and the City Council
eventually recognizing the benefits
of the Specific Plan. The Specific Plan
was ultimately adopted
unanimously in June of 2020, with strong community support and a shift in attitude towards housing, and received an award from the Los Angeles Section of the American Planning Association (APA).

As part of this plan, Civic Solutions developed Objective Multi-Family Residential Design Standards for the City to comply with SB330, and a byright review process for multi-family residential and mixed-use development. Jean also assisted the City with General Plan implementation, Specific Plan implementation, and special projects, including establishing a specific plan cost recovery fee and development impact fees.

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 14
Jean Ward, AICP
Project Manager
Ms. Ward is a Community Planning Services Manager with Civic Solutions and provides principal-level experience and continuity in management of long-range planning projects for several cities, including Rancho Cucamonga. As embedded staff and as the manager of multi-disciplinary teams, she has directed general plan updates, form-based codes, specific plans, community engagement efforts, and other complex planning projects. Ms. Ward pays great attention to working with specialized professionals who share her core values and passion for creating livable places, and providing the framework for a collaborative approach to every project.

Jean has a successful track record of managing a diversity of community-based, implementation-oriented plans on schedule and within budget. Her recent work efforts focus on housing policy, implementation, and education to address changing state law.

Key projects include:
• Contract Project Manager, General Plan and Development Code Update, City of Rancho Cucamonga
• Housing Development Streamlining Educational Materials and Workshops, Southern California Association of Governments
• Housing & Safety Element Updates and Housing Implementation, City of Buellton • Pedley Town Center Plan, City of Jurupa Valley
• Principal Staff Support Services and Project Manager, City of Jurupa Valley • Management of Staff Support Services and Special Projects, City of Moorpark • Focused General Plan and Development Code Updates and 6th Cycle Housing Element, City of Buellton
• Management of Staff Support Services, City of Malibu
• 6th Cycle Housing and Safety Element Update, City of Westlake Village • 6th Cycle Housing and Safety Element Update, City of Jurupa Valley • 6th Cycle Housing Element Update, City of Laguna Beach • North Business Park Specific Plan* and Implementation Financing, City of Westlake Village
• Etiwanda Heights Neighborhood and Conservation Plan* and Annexation, City of Rancho Cucamonga
• Environmental Justice Element*, City of Inglewood
• Downtown Specific Plan, City of Baldwin Park
• Downtown Hemet Specific Plan*, City of Hemet
• Downtown Riverside Specific Plan*, City of Riverside
• Magnolia Avenue Specific Plan*, City of Riverside
• San Jacinto Arts & Culture Element of the General Plan, City of San Jacinto • Riverside General Plan and Zoning Code Update, City of Riverside • Yucca Valley Mid-Town Land Use and Mobility Plan, Town of Yucca Valley • North City Specific Plan*, City of Cathedral City
• Baldwin Park Citywide Design Guidelines, City of Baldwin Park • Downtown Village Specific Plan*, City of La Canada Flintridge • Los Angeles City Market Land Use & Feasibility Studies, City of Los Angeles • Portland International Airport Mixed Use District, Portland, Oregon *Denotes award-winning project
Expertise
• Project Management
• Housing Policy
• Specific Plan Preparation
• General Plan Updates
• Design Standards and
Guidelines
• TOD Standards
• Policy Planning
• Legislative Code
Amendments
• Zoning Code Updates
• Public Outreach and
Consensus Building
Education
Master in Community and
Regional Planning,
University of Oregon,
School of Architecture and
Allied Arts, Department of
Planning, Public Policy and
Management
Bachelor of Arts,
Environmental Studies,
University of California,
Santa Barbara
Affiliations
American Institute of
Certified Planners
American Planning
Association
Professional Experience
Civic Solutions, 2017-present
The Arroyo Group, Pasadena,
California; Principal
Angelo Planning Group,
Portland, Oregon;
Associate,
W&H Pacific, Portland,
Oregon; Project Manager

Proposal to Provide Project Management Services for the City of Norco General Plan Update October 20, 2022 ♦ 15
Mary P. Wright
Principal Planner
Ms. Wright is a planning professional with over 30 years of planning and environmental experience in Southern California. As Vice President of Civic Solutions, she helps manage the company with an emphasis on maintaining the highest professional standards. She is also a working principal, responsible for managing complex projects and performing high-level urban planning consulting services for the company’s clients. Ms. Wright manages the preparation of general plans, housing elements, zoning ordinances, and special studies. She is adept at formulating work plans that meet the scope and budget parameters of the jurisdiction and creating visionary plans that are tailored to local issues and needs. Ms. Wright served as the project manager for the Jurupa Valley General Plan, that young city’s first general plan since incorporation in 2011, and was acknowledged for creating a comprehensive plan that truly reflects community goals and aspirations. Ms.

Wright is a skilled facilitator and knows how to engage diverse community members in meaningful discussions on the future of their area.

Key projects include:
• City of Buellton, 6th Cycle Housing Element, Buellton, California • City of Jurupa Valley 6th Cycle Housing Element, Jurupa Valley, California • Jurupa Valley 2017 General Plan, Jurupa Valley, California • Inglewood Environmental Justice Element, Inglewood, California • Downey Biomedical Overlay Zone, Downey, California
• City of Malibu Planning Services, Malibu, California
• City of Lake Forest Planning Services, Lake Forest, California • City of Oceanside Planning Services, Oceanside, California • City of Huntington Beach Community Development Department Organizational Assessment, Huntington Beach, California • City of Carlsbad Planning Services, Carlsbad, California • City of Fountain Valley Planning and Building Department Organizational Assessment, Fountain Valley, California
• City of La Habra Heights Planning Services, La Habra Heights, California • South Glendale Community Plan Land Use Analysis, Glendale, California • Barrio Logan Community Plan, San Diego California
• Otay Mesa Community Plan*, San Diego California
• North Park Community Plan, San Diego, California
• Uptown Community Plan, San Diego, California
• Golden Hill Community Plan, San Diego, California
• Mid-City Transit Interchanges Project, San Diego, California • Mid-City Communities Plan, San Diego, California
• Central Urbanizing Planned District Ordinance, San Diego, California *Denotes award-winning project
Expertise
• Leadership
• Project Management
• Quality Control
• General Plans
• Zoning Ordinances
• Policy Planning
• Development Review
• Strategic Land Use
Planning
• Organizational
Effectiveness
• Entitlements
• Public Facilitation
Education
Master of City Planning,
with Distinction, San
Diego State University,
San Diego, California
Bachelor of Arts,
Geography, San Diego
State University, San
Diego, California
Professional Experience
City of San Diego Planning
Department, San Diego,
California, 1986-2012;
Deputy Director,
2007-2012

27362 Calle Arroyo
San Juan Capistrano, CA
949/489-1442
949/489-2408 FAX
www.civicsolutions.com
October 28, 2022
Alma Robles, Planning Director
City of Norco
2870 Clark Avenue
Norco, CA 92860
Subject: Cost and Schedule Estimate to Provide Project Management Services for the Norco General Plan Update
Dear Ms. Robles,
As requested and as a follow up to our proposal, below are total estimated costs for consulting management services for the General Plan Update (GPU) and the anticipated schedule based on our discussion.

Estimated Schedule
It is our understanding that the City wishes to start solicitation for the GPU as soon as possible, and begin work on the project with a selected consultant team in the first quarter of 2023, with an anticipated schedule for the project of approximately 2 years. Please note, this schedule is detailed for the solicitation phase of the GPU effort. We will work with the City and selected consultant team for the GPU on a more detailed, task level schedule for the effort.

Prepare Request for Proposal (RFP): November 2022
Proposal Preparation by Bidders: December 2022
City Review of Proposals: January 2023
Interviews of Shortlisted Teams: Late January or Early February 2023 Consultant Selection/Contract Negotiations: Late February/March 2023 Kickoff GPU Process: Late March/Early April 2023
GPU Process: April 2023-April 2025
Estimated Budget
The estimated cost to manage the solicitation process is $8,000. Please note, this is an approximate estimate and the actual cost could be higher or lower depending on the amount of effort involved, number of proposals received, etc.

Based on previous experience providing consulting management services for similar planning efforts and projects of this magnitude, the average anticipated hours are approximately 10 to 15 hours per week with onsite work as needed. The billing rate for Jean Ward as Project Manager is $170 per hour. Assuming 48 work week per year with vacations and holidays, the following are estimated annual costs for lower, moderate, and higher levels of effort to manage the GPU process:

27362 Calle Arroyo
San Juan Capistrano, CA
949/489-1442
949/489-2408 FAX
www.civicsolutions.com
8 hours per week: $65,280/year
10 hours per week: $81,600/year
12 hours per week: $97,920/year
15 hours per week: $122,400/year
Please note the weekly number of hours would vary depending on phase of the project, and we would be in regular communication with City staff about the status of the budget. In addition, if additional services are needed to further support City staff, Jean will engage other planners from Civic Solutions as needed and per the rates provided in our proposal.

Thank you and please let me know if you need additional information.

Sincerely,
Jean Ward, AICP Thomas G. Merrell
Community Planning Services Manager President

City Council

STAFF REPORT
Date: December 21, 2022 Agenda Item:

2.L.

To: Honorable Mayor and City Council Members
Prepared By: Lori Sassoon, City Manager
Department: Human Resources
SUBJECT:

Approval of a Side Letter Agreement with Utility Workers of America Local 606 Concerning Salary and Benefits for Public Works Department employees RECOMMENDATION:

Approve Side Letter Agreement with Utility Workers of America Local 606 concerning salary and benefits for Public Works Department employees.

SUMMARY:

The proposed Side Letter Agreement will adjust compensation for certain Public Works Department classifications in order to attract and retain skilled employees.

BACKGROUND:

The most recent Memorandum of Understanding with Utility Workers of America (UWA) Local 606 was approved in October 2022 for the term of July 1, 2022 to June 2023.

The Public Works Department has been challenged to retain skilled employees who are responsible for maintaining the City's water and sewer infrastructure, as well as streets, storm drains, and other assets. Turnover rates in this group have ranged from approximately 40% to as high as 60% annually within the last five years. The department has been challenged to fill its vacancies with highly skilled workers who can attend to the 24/7 nature of the utility system.

The City of Norco's salaries for these classifications have been lower than other neighboring agencies with water and wastewater utilities. This high turnover has also caused the small cadre of longer-term staff to be required to frequently be on stand-by to respond after hours and on weekends.

The proposed Side Letter Agreement is based in the employee Classification and Compensation Study that was completed within the last year. That study sought to adjust compensation to the approximate market average. The City approached UAW Local 606

to discuss possible implementation of the study at this time in order to address the issues noted above. The parties have discussed the issues and agreed to the proposed Side Letter Agreement.

The Agreement would adjust compensation to slightly above market average in order to incentivize retention and recruitment. It would also provide additional stand-by pay through June 2023; provide one-way mileage reimbursement for the second standby employee who is called out, through June 2023; and allow employees to accrue up to 40 hours per calendar year in compensatory time, in lieu of overtime. With these changes, it is expected that the turnover rate can return to a normal level, and the City will be successful in recruiting skilled and experienced personnel in these operations.

It should be noted that implementation of the classification and compensation is still pending for other UAW Local 606 employees in the Facilities and Maintenance Department, as well as employees in the Norco General Employees Association (NGEA) and Mid-Management/Supervisory groups. It is anticipate that those groups will be addressed as part of upcoming negotiations with NGEA and the budget process for FY 2023-24.

FISCAL IMPACT:

The Side Letter Agreement results in an additional cost of $190,100 for the remainder of FY 2022-23. Salary savings are anticipated in the current year resulting from ongoing recruiting challenges. Any budget adjustment required as a result of this action will be considered during the mid-year budget review process.

RELATIONSHIP TO STRATEGIC PLAN:

This item supports Strategic Plan Item #2, Human Capital - Build a sustainable workforce to meet the needs of all stakeholders; and specifically Action Plan 2.1, which is to complete and implement a citywide classification and compensation study.

REVIEWED AND APPROVED BY:

ATTACHMENT(S):

Side Letter

Lori Sassoon, City Manager
12/21/2022
Luc Matson, President

City Council

STAFF REPORT
Date: December 21, 2022 Agenda Item:

2.M.

To: Honorable Mayor and City Council Members
Prepared By: Lori Sassoon, City Manager
Department: Administration
SUBJECT:

Proposal from RKA Consulting Group for the Temescal Avenue School Circulation Study RECOMMENDATION:

Approve the proposal from RKA Consulting Group for the Temescal Avenue School Circulation Study, including the sharing of costs with the Corona-Norco Unified School District, and authorize the City Manager to take actions needed to execute the project and cost sharing arrangements.

SUMMARY:

School traffic issues are a challenge in many communities, and solutions require collaboration and creative problem-solving approaches. The completion of this study and getting consensus on the future solutions is an important first step toward addressing these challenges. The study will provide a road map for feasible improvements, rooted in data and good engineering, that can be implemented using grants and other funds in future months and years.

BACKGROUND:

Temescal Avenue, along with the surrounding streets and neighborhoods, is impacted by the compounding effect of having traffic from three schools (Norco Intermediate, Norco High, and Norco Elementary) in very close proximity to one another. The proposed Temescal Avenue School Circulation Study will gather data concerning the current issues, and provide recommendations from the City's Engineering firm that can be implemented over time to improve conditions. Corona-Norco Unified School District has agreed to partner with the City in this effort, and share the study costs.

The proposal for the study is attached for review. In summary, the work is divided into two major tasks:
• Task 1: Data Collection - This phase will include discussions with city staff and school representatives, including teachers, parents, and crossing guards from

each of the schools to gain their perspectives. The engineering team will then conduct observations in the field in both the morning and afternoon timeframes.

Traffic count data will also be obtained, including counts for pedestrians and bicycles.
• Task 2: Calculations and recommendations - Based on the data collected, RKA will conduct its analysis and develop initial recommendations for cost-effective infrastructure improvements. City staff, as well as the Streets, Trails, and Utilities Commission, will review and provide feedback on those draft recommendations before a final report is provided to the City Council.

If approved, the study will begin in February 2023 with the report and recommendations to follow in late Spring 2023.

FISCAL IMPACT:

The cost of this study is estimated to be $49,700, which will be shared between the City and CNUSD.

RELATIONSHIP TO STRATEGIC PLAN:

This item supports Strategic Plan item 1.4, which is to strengthen traffic safety in the community.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Proposal

PAGE 1 CITY OF NORCO

TEMESCAL AVENUE SCHOOL CIRCULATION STUDY
November 7, 2022
Lori Sassoon
City Manager
City of Norco
2870 Clark Avenue
Norco, CA 92860
RE: PROFESSIONAL SERVICES FOR THE TEMESCAL AVENUE SCHOOL

CIRCULATION STUDY
Dear Mrs. Sassoon:

RKA Consulting Group is pleased to submit this proposal to provide professional engineering services for a Traffic Analysis and Study along the Temescal Avenue corridor and accompanying side streets which are being impacted by the schools located along this corridor.

It is understood that there are significant traffic impacts during the school hours along Temescal Avenue between First Street and Fourth Street due to the close proximity of Norco Intermediate School, Norco High School, and Norco Elementary School to each other. In order to fully comprehend the impacts generated by the traffic associated with the schools, information and data will need to be collected. This will involve conducting interviews with various school and City representatives. In addition, field visits will be conducted by RKA staff members to witness the current conditions first-hand. Finally, traffic counts will be conducted by a firm who specializes in data collection of vehicular, pedestrian, and bicycle volumes.

Existing Conditions
There are currently three of Norco’s largest schools located along Temescal Avenue between Fourth Street and First Street. When viewing the aerial imagery, each school appears to have their own circulation issues regarding traffic and student access ingress and egress. Temescal Avenue is a twolane roadway along this corridor, and the current pavement width does not accommodate turn pockets at the school driveways. In addition, there are several school crosswalks which provide direct access for the students, however some of these crosswalks are not at street intersections and are considered to be uncontrolled crossings. While there are sidewalks directly in front of the schools, they do not extend beyond the school properties, which severely limits the safe paths of travel for students. It has also been reported that several intersecting streets near the schools are utilized by parents as temporary parking for student drop-off and pick-up.

This proposal is provided in two parts. Task I will define the services required to collect information related to the various traffic issues at each school and collect traffic data during two (2) typical school

PAGE 2 CITY OF NORCO

TEMESCAL AVENUE SCHOOL CIRCULATION STUDY
days. This will be done by meeting with various representatives from each school, as determined by City Staff. Using their input, a more focused approach to the issues can be developed. Once this is completed, RKA staff will conduct field observations during the peak traffic times to witness the impacts in-person. Finally, traffic data collection will be performed at the desired locations to provide the necessary data suitable for the required capacity calculations and comparisons which is outlined further in Task 2.

Task 2 will involve assembling all the data collected to perform calculations for intersection capacity analysis, and possible warrant analysis at various intersections to determine the need for alternate traffic control devices. Using the results of these studies, along with all the input collected, initial recommendations to alleviate the traffic impacts will be outlined and presented to city staff. Based on discussions with city staff, final recommendations will then be prepared in report format and provided to the city.

The scope of work for the engineering services are as follows:

Task I - Data Collection
• Meet with city staff and suitable representatives from each school that are integral to school operations such as school officials, teachers, and/or concerned parents. It is recommended that an independent meeting occur for each school so that any unique situations pertinent to each school may be presented. RKA staff will also reach out to crossing guard personnel for each school to collect information and to obtain their perspective on the current issues and problems.
• Based on the input from school representatives and City staff, in-person field investigations of the areas around each school will be performed by RKA staff. The investigations will be performed at each school during both the AM peak and PM peak periods, based on each respective school schedules. The engineers will examine current street capacities, parking and routing procedures for student drop-off and pick-up, and overall traffic circulation patterns.
• Traffic Counts
o RKA will utilize National Data and Surveying (NDS) to perform turning movement traffic counts along with pedestrian and bicycle crossing counts at key intersections along the corridor. Currently RKA is proposing to collect this data at 10 key intersections, however the locations of those intersections may be adjusted pending input from school and City representatives.
o Pedestrian and bicycle crossing counts will also be performed at the remaining school crosswalks which are outside the limits of the key intersections.

Task II - Calculations and Recommendations
• Once RKA has assembled all input from the school and City representatives, along with the traffic data collected by NDS, the operation of the various intersections and crosswalks can be analyzed to determine if any deficiencies can be corrected.

PAGE 3 CITY OF NORCO

TEMESCAL AVENUE SCHOOL CIRCULATION STUDY
• Based on information obtained during the field visits and the results of the calculations, initial recommendations will be prepared regarding potential infrastructure improvements along with any operational improvements needed. These recommendations will be presented to City staff to receive their input and feedback.
• Pending feedback from City staff, the final recommendations will be prepared by RKA and presented in a final report format.

FEE PROPOSAL
RKA Consulting Group proposes to provide the above-described services on a time and materials basis with an expected fee amount of $49,708. A breakdown for each Task is as follows:

Traffic Analysis and Study
• Task 1 - Data Collection:
o The expected fee amount for meeting with the various representatives, conducting the in-field engineering analysis, and collection of the traffic data by NDS is $29,558. This amount could vary depending on input from City staff related to the number and locations for data collection.

• Task II - Calculations and Recommendations:
o The expected fee amount for calculations and recommendations is $20,150. This amount could vary depending on input from City staff.

We appreciate the opportunity to provide this proposal and look forward to working with you on this project.

Sincerely,
David G. Gilbertson
President

City Council

STAFF REPORT
Date: December 21, 2022 Agenda Item:

5.A.

To: Honorable Mayor and City Council Members
Prepared By: Dana Roa, City Clerk
Department: City Clerk
SUBJECT:

Discussion concerning Inclusion of Youth Members on City Commissions RECOMMENDATION:

Discuss and provide direction on the inclusion of youth members on City Commissions.

SUMMARY:

At the December 7, 2022 City Council meeting Council Member Katherine Aleman proposed a discussion concerning adding youth commission seats to our current Committee/Commissions.

BACKGROUND:

The City of Norco previously had a Youth Advisory Council. These Youth Council Members primarily served as volunteers for various city activities and programs. With the advent of the COVID pandemic, the Youth Advisory Council was discontinued.

A few current examples of cities that have youth on existing commissions are in the cities of Belmont, Walnut Creek, Long Beach, Berkeley, and Los Angeles. In reviewing these cities, the Youth Commissioner age requirements vary from 12 years old to 24 years old.

Youth Commissioners can offer guidance to the City on issues that affect the youth in the community. Youth Commissioners roles vary from advisory, with no vote; voting members, but vote is not counted in decision; and full voting members. There are cities that have implemented a one-year pilot program to test out their Youth Commissioner seats prior to rolling out a full program.

Adopting a Youth Commissioner program would provide an opportunity for youth input in their local government. It may also encourage young people to pursue careers in the public sector and/or participate in local civic activities. Inclusion of youth on commissions, in lieu of a Youth Advisory Council, does not require additional staff resources to support.

If the direction from the City Council is to implement a Youth Commissioner program, staff will create a draft structure for the program and will return back to City Council at a later date for discussion and approval. Depending on the Council's direction, an ordinance may be required.

Staff is asking for direction at this time. A pilot program that starts with a single commission, such as the Parks and Recreation Commission, may be an approach that the City Council would wish to discuss.

FISCAL IMPACT:

None at this time.

RELATIONSHIP TO STRATEGIC PLAN:

Strategic Plan #4: Enhance the stakeholder experience, engage the community, and build brand awareness through proactive, effective and consistent communication.

REVIEWED AND APPROVED BY:

City Council

STAFF REPORT
Date: December 21, 2022 Agenda Item:

6.A.

To: Honorable Mayor and City Council Members
Prepared By: Lisette Free, Finance Director
Department: Finance
SUBJECT:

Amendments to City’s General Fee Schedule for Fiscal Year 2022-2023 RECOMMENDATION:

Adopt Resolution No. 2022-86, updating and adjusting the City’s General Fee Schedule for Fiscal Year 2022-2023.

SUMMARY:

Approve adjustments to the City’s General Fee Schedule for Fiscal Year (FY) 2022-2023, with most fees to be adjusted in the amount of 7.5%. The Consumer Price Index (CPI) from March 2021 to March 2022 was 10%.

BACKGROUND:

In 2019, Revenue & Cost Specialists (RCS) prepared a User Fee Study to update the City’s General Fee Schedule. The recommendations from the study resulted in the City Council adopting a resolution updating fees for general City services. The City Council has approved, as necessary, adjustments to the General Fee Schedule based on changes in CPI and supplemental studies by RCS or staff’s in-house estimates of cost.

On May 18, 2022 the proposed increase to the City's General Fee Schedule was presented to the City Council for consideration. At that time the CPI of 10% between March 2021 and March 2022 for Riverside, San Bernardino, Ontario was presented for approval. The Council Members did not feel that the increases were appropriate at that time and asked that the fees be reviewed and brought back to City Council for possible implementation during mid-year.

Staff reviewed the fees and has made adjustments to moderate the impacts of fee increases in many cases, in light of inflationary pressures on many stakeholders.

However, as a best practice, it is recommended to make modest fee adjustments over time so that the City's fees keep pace with the growth of costs that also occurs over time.

The following adjustments are recommended to be effective February 1, 2023.

Development-related fee adjustments will be effective 60 days following the adoption of the resolution:
• Most fees were calculated with an increase of 7.5%
• Fees set by statue are not changing
• Certain fees for Community Services (such as Senior Center, Community Center and Riley Gym) and trademark and licensing fees will not be adjusted at this time, in order to moderate impacts
• Gateway Sign Advertising were calculated with an increase of 2.5% for in-town entities and 5% for out-of-town entities. These fees have not been increased since they were established in July 2017; adjustments are necessary to continue to pay for program costs, and to build reserves for the eventual replacement of the digital sign
• Animal Control fees calculated with an increase of 10% • Fire Prevention fees calculated with an increase of 10% • Development related fees (i.e. Planning, Building and Safety, and Public Works) were calculated with an increase of 10%
No development impact fees are proposed for adjustment at this time. However, the City's development impact fees are outdated, and a fee study will be completed in the coming months to ensure that new development pays its own way for new infrastructure demands it creates.

NEW FEES
Facilities and Parks Maintenance:
• Corydon Staging Parking Area - $40.00
The Corydon Staging Parking Area rental fee would apply to daily parking lot rentals associated with private events in order to cover related operational, utility and maintenance costs. This fee would not apply to equestrians that trailer-in for the day. This rate is based on the fact that construction is limiting the parking capacity to 50%. When construction is complete the recommended fee is $81.00. • GIEEC Satellite Parking Lot/Staging Area - $500
The price requested takes into consideration large non-city sponsored events requesting the use of the parking lots/staging areas for satellite parking for events such as concerts and other large events where the sponsor charges parking fees.

The fee would include the cost of striping and preparing of grounds utilizing city staff and equipment.

MODIFICATION OF CURRENT FEES
Facilities and Parks Maintenance
• GIEEC Camping with Electricity for 20 amp, 30 amp and 50 amp - $30/$40/$50 respectively. Currently the Fee Schedule does not delineate a price difference between the 20, 30 or 50 amp fees. The fee takes into account additional electricity usage and maintenance needs.

• GIEEC Vendor Booth Fee (Food or Retail w/Electricity 10 x 10. Fee per vendor after 2 vendors per event) - $44 for 20 amp,$54 for 30 amp, and $64 for 50 amp.

Currently the Fee Schedule does not delineate a price difference between the 20, 30 or 50 amp fees. The fee takes into account additional electricity usage and maintenance needs.

In addition, the fee table format for business license fees was modified to detail the specific fee amount associated with each business license type. No modifications were made to the actual fee amounts other than the proposed CPI adjustment, if applicable.

FISCAL IMPACT:

Staff estimates that the majority of recommended fee adjustments will result in modest additional revenues to the General Fund to offset increasing costs. Revenue impact from the recommended changes will be captured as part of the Mid-Year budget revision process.

RELATIONSHIP TO STRATEGIC PLAN:

The proposed increases are consistent with Strategic Direction No. 3 - Economic Development and Financial Stability: Assure financial stability by expanding development efforts, diversifying revenue sources and continuing prudent financial management.

REVIEWED AND APPROVED BY:

Certified as to Availability of Funds: Lisette Free, Finance Director Approved by: Lori Sassoon, City Manager
Approved as to Form: Harper and Burns, LLC, City Attorney ATTACHMENT(S):

Proposed Fee Schedule FY 2022-2023
Resolution No. 2022-86

Highlighting the 20th Anniversary of the Construction of the Moreno Arena Cover at the George Ingalls Event Center

HORSETOWN USA

CITY OF
NORCO
fiscal year 2022-2023

FEE SCHEDULE

MISCELLANEOUS

Building & Safety
Building Permit 1
Building Miscellaneous Fees 3
City Clerk 5
Communications
Gateway Sign 6
Trademark & Licensing 7
Community Services/Facilities and Park Maintenance
General Facilities and Services 8
George Ingalls Equestrian Event Center 10
Sports and Programs 12
Animal Control 13
Fire Department 15
Fiscal & Support Services 22
Business License 23
Water Utility 25
Planning Department 26
Public Works Department 29
Sheriff’s Department 32
Table of Contents

TOTAL VALUATION FEE CALCULATION
TOTAL
FEE
$1 to $500 $23.50 #
$501 to $2,000 $23.50 for the first $500 plus $3.05 for each additional $100, or a fraction thereof, to and including $2,000 #
$2,001 to $25,000 $69.25 for the first $,2000 plus $14 for each additional $1,000, or a fraction thereof, to and including $25,000 #
$25,001 to $50,000 $391.75 for the first $25,000 plus $10.10 for each additional $1,000, or a fraction thereof, to and including $50,000 # $50,001 to $100,000 $643.75 for the first $50,000 plus $7 for each additional $1,000, or a fraction thereof, to and including $100,000 #
$100,001 to $500,000 $993.75 for the first $100,000 plus $5.60 for each additional $1,000, or a fraction thereof, to and including $500,000 # $500,001 to $1,000,000 $3,233.75 for the first $500,000 plus $4.75 for each additional $1,000, or a fraction thereof, to and including $1,000,000 # > $1,000,000 $5,608.75 for the first $1,000,000 plus $3.15 for each additional $1,000, or a fraction thereof #
Other Inspections and Fees:

1. Inspections outside of normal business hours, per hour (minimum charge-two hours) $57*

2. Re-inspection fees assessed under provisions of
Section 116.6 per inspection $57*

3. Inspections for which no fee is specifically indicated, per hour (minimum charge - one-half hour) $57*

4. Additional plan review required by changes, additions or revisions to plans (minimum charge - one-half hour) $57*

BUILDING PERMIT FEES (BASED ON VALUATION)

CITY OF NORCO

PLANNING DEPARTMENT

BUILDING AND SAFETY DIVISION
TABLE 1 - A
1

TOTAL VALUATION FEE CALCULATION
TOTAL
FEE

BUILDING PERMIT FEES (BASED ON VALUATION)

CITY OF NORCO

PLANNING DEPARTMENT

BUILDING AND SAFETY DIVISION
TABLE 1 - A

5. For the use of outside consultants for plan check and inspections, or both Actual costs**

6. Technology Surcharge - Applied to all Building & Safety fees, with the exception of microfilming and General Plan Maintenance fees
5%
* Or the total hourly cost to the jurisdiction, whichever is the greatest. This cost shall include supervision,
overhead, equipment, hourly wages and fringe benefits of the employee involved.
**Actual costs include administrative and overhead
costs
# - TOTAL FEE IS EQUAL TO TABLE 1-A FEE CALCULATION X 1.353 2

Miscellaneous Fixed Fees 2022-23 Fee
With 5% Tech.

Surcharge
Fees last
increased
10% CPI
Increase
Proposed
2022-23 Fee
With 5% Tech.

Surcharge
Permit Types
Assignment of Property Addresses 1 hour of staff time
Carport Based on the Building Permit Fee Table 1-A
Commercial Deck - Engineered Based on the Building Permit Fee Table 1-A Commercial Lattice patio Cover Based on the Building Permit Fee Table 1-A Commercial Re-Roofing Replacements Based on the Building Permit Fee Table 1-A Commercial Structural Roofing Alteration Based on the Building Permit Fee Table 1-A Commercial Swimming Pool Based on the Building Permit Fee Table 1-A Copy Fee - 11" x 17" sheet 0.50 0.50 n/a 0.50 0.50
Copy Fee - 8 1/2" x 11" sheet 0.25 0.25 n/a 0.25 0.25
Copy Fee - larger than11" x 17" 10.00 10.00 n/a 10.00 10.00 Duplicate Job Card 32.64 34.28 7/1/2021 3.26 35.90 38.00 Electric Meter Reset Release 131.74 138.32 7/1/2021 13.17 144.91 152.00 Flatwork Based on the Building Permit Fee Table 1-A
Garden Walls, City Standard, Single Lot Based on the Building Permit Fee Table 1-A Garden Walls, Engineered, Single Lot Based on the Building Permit Fee Table 1-A General Plan Maintenance/Update Fee $2 per $1,000 of building valuation Inspection Fee (by outside consultant selected by the City) Cost + 30% Outdoor Landscape Irrigation Review Fully burdened hourly rate Photovoltaic Systems Based on the Building Permit Fee Table 1-A Per AB 1801 & SB 1222
Records Archiving - (11" x 17") 0.50 0.50 n/a 0.50 0.50 Records Archiving - (8 1/2" x 11") 0.25 0.25 n/a 0.25 0.25 Records Archiving - (Larger than 11" x 17") 10.00 10.00 n/a 10.00 10.00 Residential Deck/Balcony Based on the Building Permit Fee Table 1-A Residential Lattice Patio Cover Based on the Building Permit Fee Table 1-A Residential Re-Roofing Replacements Based on the Building Permit Fee Table 1-A Residential Solid Patio Cover Based on the Building Permit Fee Table 1-A Residential Structural Roofing Alteration Based on the Building Permit Fee Table 1-A Residential Swimming Pools Based on the Building Permit Fee Table 1-A Retaining Walls - Engineered Based on the Building Permit Fee Table 1-A Retaining Walls - City Standard, Single Lot Based on the Building Permit Fee Table 1-A Retaining Walls - Engineered, Single Lot Based on the Building Permit Fee Table 1-A S-100 Relocation Permit - plus Planning Department Application 1,060.88 1,113.93 7/1/2021 106.09 1166.97 1225.00 S-110 Fire Permit Processing 75.77 79.56 7/1/2021 7.58 83.35 88.00 S-120 Temporary Certificate of Occupancy 630.71 662.24 7/1/2021 63.07 693.78 728.00 S-130 Temporary Power/Utilities 422.02 443.13 7/1/2021 42.20 464.22 487.00 S-150 Certificate of Occupancy New Building 743.79 780.98 7/1/2021 74.38 818.17 859.00 S-160 Tenant Certificate of Occupancy 415.03 435.78 7/1/2021 41.50 456.53 479.00 S-50 Special Inspections 221.51 232.58 7/1/2021 22.15 243.66 256.00

CITY OF NORCO

PLANNING DEPARTMENT

BUILDING AND SAFETY DIVISION

TABLE C
3

Miscellaneous Fixed Fees 2022-23 Fee
With 5% Tech.

Surcharge
Fees last
increased
10% CPI
Increase
Proposed
2022-23 Fee
With 5% Tech.

Surcharge

CITY OF NORCO

PLANNING DEPARTMENT

BUILDING AND SAFETY DIVISION

TABLE C
S-60 Plan Check (Non-Repetitive) Charge 65% of the Building Permit fee, $112 for each plan check thereafter
S-70 Plan Check (Repetitive) Charge 46% of the Building Permit fee, $112 for each plan check thereafter
S-80 Demolition Permit 286.76 301.12 7/1/2021 28.68 315.44 331.00 S-90 Water and Sewer Connection 247.15 259.51 7/1/2021 24.72 271.87 285.00 Signage Based on the Building Permit Fee Table 1-A
Electrical, Mechanical, Plumbing Permits
Commerical Electrical Fee per/sq ft 0.23 0.24 7/1/2021 0.02 0.25 0.27 Commerical Mechanical Fee per/sq ft 0.20 0.21 7/1/2021 0.02 0.22 0.23 Commerical Plumbing Fee per/sq ft 0.22 0.23 7/1/2021 0.02 0.24 0.25 Residentianl Electrical Fee per/sq ft 0.23 0.24 7/1/2021 0.02 0.25 0.27 Residential Mechanical Fee per/sq ft 0.20 0.21 7/1/2021 0.02 0.22 0.23 Residential Plumbing Fee per/sq ft 0.22 0.23 7/1/2021 0.02 0.24 0.25 Manufactured Homes Permit Fees - Reference Title 25
4

CITY CLERK 2022-23 Fee
No Proposed
CPI Increase
Proposed
2022-23 Fee
Notary Fees for Non-City Related Documents - State sets fee 15.00 n/a 15.00 Reproduction (Up to 11" x 17") - Black/White 0.25 n/a 0.25 Reproduction (Up to 11" x 17") - Color 0.50 n/a 0.50
Reproduction (Larger than 11" x 17") - Black/White or Color 10.00 n/a 10.00 Reproduction Service – CD 1.00 n/a 1.00
Document Certification – $10 minimum plus reproduction costs 10.00 n/a 10.00 Filing Fee - Municipal Election Candidate Nomination Papers - State sets fee 25.00 n/a 25.00 Filing Fee - Initiative Notice of Intent (per initiative) - State sets fee 200.00 n/a 200.00 5

Gateway Sign Advertising 2022-23 Fee
Fees not
increased since
established
7/1/2017
Proposed CPI

2.5% Increase
Proposed
2022-23 Fee
Proposed CPI 5%
Increase
Proposed
2022-23 Fee
For-Profit Rate: Rotates Every 3 Minutes (480 Displays per Day) One Month 600.00 30.00 630.00
Three Months (per month) 550.00 27.50 578.00
Six Months (per month) 500.00 25.00 525.00
One Year (per month) 450.00 22.50 473.00
For-Profit In-Town Discount: Option 1 Rotates Every 3 Minutes (480 Displays per Day) One Month 450.00 11.25 461.00
Three Months (per month) 400.00 10.00 410.00
Six Months (per month) 350.00 8.75 359.00
One Year (per month) 300.00 7.50 308.00
For-Profit In-Town Discount: Option 2 Rotates Every 6 Minutes (240 Displays per Day) One Month 300.00 7.50 308.00
Three Months (per month) 250.00 6.25 256.00
Six Months (per month) 200.00 5.00 205.00
One Year (per month) 150.00 3.75 154.00
For-Profit In-Town Discount: Option 3 Rotates Every 12 Minutes (120 Displays per Day) One Month 150.00 3.75 154.00
Three Months (per month) 125.00 3.13 128.00
Six Months (per month) 100.00 2.50 103.00
One Year (per month) 75.00 1.88 77.00
Non-Profit Rate: Rotates Every 3 Minutes (480 Displays per Day) One Month 450.00 22.50 473.00
Three Months (per month) 400.00 20.00 420.00
Six Months (per month) 350.00 17.50 368.00
One Year (per month) 300.00 15.00 315.00
Non-Profit In-Town Discount: Option 1 Rotates Every 3 Minutes (480 Displays per Day) One Month 300.00 7.50 308.00
Three Months (per month) 250.00 6.25 256.00
Six Months (per month) 200.00 5.00 205.00
One Year (per month) 150.00 3.75 154.00
Non-Profit In-Town Discount: Option 2 Rotates Every 6 Minutes (240 Displays per Day) One Month 150.00 3.75 154.00
Three Months (per month) 125.00 3.13 128.00
Six Months (per month) 100.00 2.50 103.00
One Year (per month) 75.00 1.88 77.00
6

Fees not increased
since established
7/1/2019 2022-23 Fee
No Proposed CPI
Increase
Proposed
2022-23 Fee
License Fee
Non-Refundable Application Fee 25.00 - 25.00
One-Time Fee 25.00 - 25.00
Crafter License
Non-Refundable Application Fee 25.00 - 25.00
Annual Fee 50.00 - 50.00
Local License
Non-Refundable Application Fee 25.00 - 25.00
Annual Fee Based on Number of Individual Product Types Licensed 1 - 3 Products 50.00 - 50.00 with a City of Norco Trademark 4 - 6 Products 75.00 - 75.00 7 - 10 Products 100.00 - 100.00
11 - 19 Products 150.00 - 150.00
20 + Products 200.00 - 200.00
Standard License
Non-Refundable Application Fee 25.00 - 25.00
Annual Fee Based on Number of Individual Product Types Licensed 1 - 3 Products 500.00 - 500.00 with a City of Norco Trademark 4 - 6 Products 750.00 - 750.00 7 - 10 Products 1,000.00 - 1,000.00
11 - 19 Products 1,500.00 - 1,500.00
20 + Products 2,000.00 - 2,000.00
Partnership License
Non-Refundable Application Fee 25.00 - 25.00
Annual Fee 100.00 - 100.00
Promotional License
Non-Refundable Application Fee 25.00 - 25.00
Annual Fee 300.00 - 300.00
Fees adopted by City Council on May 1, 2019
Trademark & Licensing
7

Community Services/Facilities and Park Maintenance
General Facilities and Services Deposit Fees last increased Application Processing Fee 46.00 - 7/1/2021 3.45 49.00
Banner Installation Fully Burdened - n/a Fully Burdened Booking Change 27.00 - 7/1/2021 2.03 29.00
Booking Fee - per date (max $350) 8.00 - 7/1/2021 0.60 9.00 Community Large Room - hourly (occ.
banquet 80 - 100 / occ. aud. 150 - 175) 61.00 250.00 7/1/2021 n/a 61.00 Community Small Room - hourly (occ.
banquet 50 / occ. aud. 80) 46.00 250.00 7/1/2021 n/a 46.00 Community X-Small Rooms hourly (occ. under 50) 44.00 - 7/1/2021 n/a 44.00 Community Room Cleaning Fully Burdened - n/a Fully Burdened Community Room - FHQ 46.00 250.00 7/1/2021 n/a 46.00
Conference Room - hourly 45.00 150.00 7/1/2021 n/a 45.00 Exterior Restrooms 60.00 0-275.00 7/1/2021 4.50 60.00
Exterior Restrooms Cleaning Fully Burdened - n/a Fully Burdened Field Lights - hourly Fully Burdened - n/a Fully Burdened Field Prep 40.00 - 7/1/2021 3.00 43.00
Horseshoes Rental - 3 day minimum - per set 12.00 30.00 7/1/2021 0.90 13.00 Rose M. Eldridge Activity Room (2 hour minimum - per hour) 90.00 250.00 7/1/2021 n/a 90.00 Rose M. Eldridge Senior Center Kitchen (per hour) 36.00 250.00 7/1/2021 n/a 36.00 Rose M. Eldridge Senior Center Craft Room (2 hour minimum - per hour) 77.00 250.00 7/1/2021 n/a 77.00 Rose M. Eldridge Senior Center Community Fee 64.00 250.00 7/1/2021 n/a 64.00 Rose M. Eldridge Senior Center Garden Fee 64.00 250.00 7/1/2021 n/a 64.00 Rose M. Eldridge Cleaning Fully Burdened - n/a Fully Burdened Asset Replacement Fund Per Date/Transaction 5.00 - 7/1/2021 1.00 6.00 Consideration Groups by Resolution No. 2010-59 of the Norco City Council, will continue to be subsidized with reduced or waived fees.

Proposed
2022-23 Fee
All other organizations and events will be charged full fees based on the fee policy and fee schedule. 2022-23 Fee

7.5% CPI
Increase
8

Community Services/Facilities and Park Maintenance
Proposed
2022-23 Fee 2022-23 Fee

7.5% CPI
Increase
Service Fees last
General Facilities and Services Deposit increased
Open Space/Moon Bounce 48.00 - 7/1/2021 n/a 48.00
Outdoor Courts (hourly night use) 29.00 - 7/1/2021 n/a 29.00 Outdoor Courts (hourly day use) 9.00 - 7/1/2021 n/a 9.00 Parking Lots 48.00 50.00 7/1/2021 n/a 48.00
Picnic Shelter Rental 87.00 75.00 7/1/2021 n/a 87.00
Program Maintenance Fee 6.00 - 7/1/2021 0.45 6.00
Riley Gym - One Court (2 hour minimum) 48.00 250.00 7/1/2021 n/a 48.00 Riley Gym - Two Courts, hourly 92.00 500.00 7/1/2021 n/a 92.00 Riley Gym Cleaning Fully Burdened - n/a Fully Burdened
Event Inspection Fee - Vendor/Retail per booth Fully Burdened - n/a Fully Burdened Silverlake Events Special Handling/Permit Review Fully Burdened - n/a Fully Burdened Sports Fields - hourly 58.00 100.00 7/1/2021 4.35 62.00 Supplemental Staff Costs Fully Burdened - n/a Fully Burdened Support, Operations and Maintenance Fully Burdened - n/a Fully Burdened Tables - Round 8.00 - 17.00 100.00 7/1/2021 0.60-1.28 9.00-18.00 Tables - Rectangle 10.00 - 16.00 100.00 7/1/2021 0.75-1.28 11.00-17.00 Chairs (each) 3.00 - 10.00 100.00 7/1/2021 0.23-0.75 3.00-11.00 Vendor Booth for City Event 2.00 - 181.00 - 7/1/2021 0.15-13.75 2.00-195.00 Consideration Groups by Resolution No. 2010-59 of the Norco City Council, will continue to be subsidized with reduced or waived fees.

Proposed
2022-23 Fee
All other organizations and events will be charged full fees based on the fee policy and fee schedule. 2022-23 Fee

7.5% CPI
Increase
9

Community Services/Facilities and Park Maintenance
Proposed
2022-23 Fee 2022-23 Fee

7.5% CPI
Increase
General Facilities and Services Fees last
George Ingalls Equestrian Event Center (GIEEC) Deposit increased Amphitheater (plus per seat fee if gate is charged) 361.00 350.00 - 550.00 7/1/2021 27.07 388.00 Amphitheater Cleaning Fully Burdened - n/a Fully Burdened Arena (hourly in-excess of max of 9) Fully Burdened - n/a Fully Burdened Arena Grooming 32.00 - 7/1/2021 2.40 34.00
Arena Watering 38.00 - 7/1/2021 2.85 41.00
Arena(s) Bundle Program (multi-day use allows 25% discount in fees) 25% Discount 500.00 - 5,000.00 n/a 25% Discount Arenas (hourly, per day, 2 hours min., Mon - Thurs) 183.00 + cost 500.00 - 5,000.00 7/1/2021 13.73 197.00 + cost Barrel Racing Pattern Grooming (per run request ) 7.00 - 7/1/2021 0.53 8.00 Clark Arena (9 hours max, per day, weekends/holidays) 680.00 500.00 - 5,000.00 7/1/2021 51.00 731.00 Clark Arena Equipment Surcharge (Permit Holder Bringing in Extra Equipment not Already on Premises) 304.00 - 7/1/2021 22.80 327.00 Clark Arena Special Consideration Groups* (9 hours max, per day, weekends/holidays) 440.00 500.00 - 5,000.00 7/1/2021 33.00 473.00 Electrical Hook-Up (per service/day plus $10 camping fee) Fully Burdened 200.00 n/a Fully Burdened Fair Grounds 478.00 500.00 7/1/2021 35.85 514.00
Holding Pens-Moreno Arena 220.00 400.00 7/1/2021 16.50 236.00 Holiday/Sunday Staff Fully Burdened - n/a Fully Burdened Moreno Arena (9 hours max, per day, weekends/holidays) 852.00 100.00 - 5,000.00 7/1/2021 63.90 916.00 Small Livestock Pens 8.00 200.00 7/1/2021 0.60 9.00
Warm-up & Exercise Arenas 74.00 100.00 7/1/2021 5.55 80.00 Consideration Groups by Resolution No. 2010-59 of the Norco City Council, will continue to be subsidized with reduced or waived fees.

All other organizations and events will be charged full fees based on the fee policy and fee schedule.

Proposed
2022-23 Fee

7.5% CPI
2022-23 Fee Increase
10

Community Services/Facilities and Park Maintenance
Proposed
2022-23 Fee 2022-23 Fee

7.5% CPI
Increase
General Facilities and Services Fees last
George Ingalls Equestrian Event Center (GIEEC) Deposit increased Arena Trainers Hours (by reservation - per horse - 3 hours max) 14.00 50.00 7/1/2021 1.05 15.00 GIEEC Arenas Alcohol Concessions 10% of Sales - 7/1/2021 n/a 10% of Sales GIEEC Bleachers (per seat when there is a gate fee) 2.00 - 7/1/2021 0.15 2.00 GIEEC Camping (Dry) per day 12.50 - 7/1/2021 0.94 13.00 MODIFIED GIEEC Camping with Electrical (1) 20/30/50 amp service per day 23.00 - 7/1/2021 30.00/40.00/50.00 GIEEC & Sixth St. Parking Lots/Staging Area 81.00 - 7/1/2021 6.08 87.00 NEW GIEEC Parking Lot for Satellite Event Parking (non-City, each lot) Proposed $500 500.00 NEW Sixth and California Lot for Satellite Event Parking (non-City, each lot) Proposed $500 500.00 GIEEC Restrooms (200 plus attendance) 48.00 - 7/1/2021 3.60 52.00 GIEEC Amenities (light tower, spider boxes, etc.)
(CA Dept. of Transportation Cost Valuation) Fully Burdened - n/a Fully Burdened NEW Corydon Parking Lots/Staging Area (half lot until open) Proposed $40.00, $81.00 when fully open 40.00/81.00 Portable Restrooms Fully Burdened - n/a Fully Burdened
Portable Stalls/Concessions Fully Burdened 200.00 n/a Fully Burdened Stall Cleaning $25 per stall after event Fully Burdened - n/a Fully Burdened Security Guards Fully Burdened - n/a Fully Burdened
Spider Box with 100 foot cord 81.00 - 7/1/2021 6.07 87.00 Vendor Booth Fee (Food or Retail w/o Electrical 10 x 10) (Charge after 2 vendors) 12.50 - 7/1/2021 0.94 13.00
MODIFIED Vendor Booth Fee (Food or Retail w/ Electrical 10 x 10) (Charge after 2 vendors) 20/30/50 amp 26.00 - 7/1/2021 44.00/54.00/64.00 Weaver Hall - Alcohol Surcharge Concessions 355.00 - 387.00 - 7/1/2021 26.62-29.02 382.00-435.00 Weaver Hall- Food Allowance 350.50 - 7/1/2021 26.29 377.00 Weaver Hall - Requested Catering Fully Burdened - n/a Fully Burdened Weaver Hall - Banquet Amenities (linens, china, flatware, etc.) Fully Burdened - n/a Fully Burdened Weaver Hall - Bundle Program (multi day use allows 25% discount in fees) 25% Discount 300.00 - 2,500.00 n/a 25% Discount Modify - Weaver Hall (hourly, 8 hour min. Saturdays & holidays) exceeds 200 guests @ $150 hr. 166.00 - 182.50 300.00 - 2,500.00 n/a Fully Burdened Modify - Weaver Hall - (hourly, 2 hour min., per day, Sunday - Friday) 63.25 300.00 - 2,500.00 n/a Fully Burdened Modify - Weaver Hall - Insurance Sale Administrative Fee 91.25 - 154.50 - n/a Fully Burdened Modify - Weaver Hall - Cleaning 373.00 - 1033.00 - n/a Fully Burdened Modify - Weaver Hall - Kitchen 192.00 200.00 - 500.00 n/a Fully Burdened Modify - Weaver Hall - Kitchen Cleaning 157.50 - 623.00 - n/a Fully Burdened Modify - Weaver Hall - Exterior Restrooms 61.25 - 518.00 0.00 - 500.00 n/a Fully Burdened Modify - Weaver Hall - Exterior Restrooms Cleaning Fully Burdened - n/a Fully Burdened Consideration Groups by Resolution No. 2010-59 of the Norco City Council, will continue to be subsidized with reduced or waived fees. Residents and local businesses will be entitled to a discount at Nellie Weaver Hall on facility fees only. The discount is 25% off for residents abd 10% for businesses.

All other organizations and events will be charged full fees based on the fee policy and fee schedule. 2022-23 Fee

7.5% CPI
Increase
Proposed
2022-23 Fee
11

Community Services/Facilities and Park Maintenance
Proposed
2022-23 Fee 2022-23 Fee

7.5% CPI
Sports and Programs 2022-23 Fee Deposit Increase Fees last increased

7.5% CPI
Increase
Proposed
2022-23 Fee
Ballfield Bases (per use) 11.00 - 7/1/2021 0.83 12.00
BBQ 69.00 100.00 7/1/2021 5.18 74.00
City - Sponsored Adult Sports Programs 2.00 - 591.00 - 7/1/2021 0.15-44.33 2.00-635.00 City - Sponsored Special Events 2.00 - 90.00 - 7/1/2021 0.15-6.75 2.00-97.00 City - Sponsored Youth Sports 2.00 - 177.00 - 7/1/2021 0.15-13.28 2.00-190.00 Excursions Fully Burdened - n/a Fully Burdened
Insurance Policies Fully Burdened - n/a Fully Burdened
SCMAF Insurance 4.00 - 7/1/2021 0.30 4.00
PA System (portable) 38.00 + Staff 200.00 7/1/2021 2.85 41.00 + Staff Recreation & Leisure Programs & Services 2.00 - 384.00 - 7/1/2021 0.15-28.80 2.00-413.00 Scoreboards (each) 31.00 + Staff 500.00 7/1/2021 2.33 33.00 + Staff Senior Programs 2.00 - 103.00 - 7/1/2021 0.15-7.73 2.00-111.00 Senior Services Membership Fee (yearly) 0.00 - 30.00 - 7/1/2021 0.0-2.25 0.00-32.00 Youth Programs (Wee People, etc.) 2.00 - 608.00 - 7/1/2021 0.15-45.60 2.00-654.00 Consideration Groups by Resolution No. 2010-59 of the Norco City Council, will continue to be subsidized with reduced or waived fees.

All other organizations and events will be charged full fees based on the fee policy and fee schedule. 12

General Facilities and Services
Animal Control 2022-23 Fee Deposit
Fees last
increased
10% CPI
Increase
Proposed
2022-23 Fee
Cat Adoption 17.00 - 7/1/2021 1.70 19.00
Cat Alteration 59.00 - 7/1/2021 5.90 65.00
Cat Quarantine Daily Board 17.00 - 7/1/2021 1.70 19.00
Citation Processing Fee 6.00 - 7/1/2020 0.60 7.00
Daily Boarding - Cats/Dogs 11.00 - 7/1/2020 1.10 12.00
Daily Boarding - Large Livestock 22.00 - 7/1/2021 2.20 24.00 Daily Boarding - Small Livestock 11.00 - 7/1/2020 1.10 12.00 Deceased Animal Disposal - Brought in - Cat 11.00 - 7/1/2020 1.10 12.00 Deceased Animal Disposal - Brought in - Dog 33.00 - 7/1/2021 3.30 36.00 Dog Quarantine Daily Board 26.00 - 7/1/2021 2.60 29.00
Dog Adoption 29.00 - 7/1/2021 2.90 32.00
Dog Alteration 69.00 - 7/1/2021 6.90 76.00
Dog License - Senior Citizen-altered 1-4 dogs/each (1, 2, & 3 yr) 2.00 - 4.00 - 8.00 - Prior to 2012 .20/.40/.80 2.00/4.00/9.00 Dog License - altered 1-4 dogs/each (1, 2, & 3 yr) 19.00 - 36.00 - 55.00 - 7/1/2021 1.90/3.60/5.50 21.00/40.00/60.00 Dog License - unaltered (1, 2, & 3 yr) 88.00 - 155.00 - 233.00 - 7/1/2021 8.80/15.50/23.30 97.00/170.00/256.00 *1-3 Year License 7/1/2021
Replacement Fee for Lost or Unreadable Tags 3.00 - 7/1/2021 0.30 3.00 Emergency After-hours Fees (hourly) fully burdened - 7/1/2021 n/a fully burdened Euthanasia - Dog or Cat 122.00 - 7/1/2021 12.20 134.00
Impound - Cats - 1st Time 54.00 - 7/1/2021 5.40 59.00
Impound - Cats - 2nd Time in 1 Year 80.00 - 7/1/2021 8.00 88.00 Impound - Cats - 3rd Time in 1 Year 107.00 - 7/1/2021 10.70 118.00 Impound - Dogs - 1st Time 69.00 - 7/1/2021 6.90 76.00
Impound - Dogs - 2nd Time in 1 Year 107.00 - 7/1/2021 10.70 118.00 Impound - Dogs - 3rd Time in 1 Year 139.00 - 7/1/2021 13.90 153.00 Impound - Large Livestock - 1st Time 107.00 - 7/1/2021 10.70 118.00 Impound - Large Livestock - 2nd Time in 1 Year 265.00 - 7/1/2021 26.50 291.00 Impound - Large Livestock - 3rd Time in 1 Year 530.00 - 7/1/2021 53.00 583.00 Impound - Small Livestock - 1st Time 69.00 - 7/1/2021 6.90 76.00 Impound - Small Livestock - 2nd Time in 1 Year 107.00 - 7/1/2021 10.70 118.00 Impound - Small Livestock - 3rd Time in 1 Year 139.00 - 7/1/2021 13.90 153.00 Inspections 149.00 - 7/1/2021 14.90 164.00
Livestock Transport: Non-Resident Impound Returns 106.00 - 1,145.00 - 7/1/2021 10.60-114.50 117.00-1259.00 Late License Fee 27.00 - 7/1/2021 2.70 30.00
Maintenance Fee 3.00 - 7/1/2021 0.30 3.00
Microchip by Veterinarian 44.55 - 7/1/2021 4.45 49.00
Microchip by Shelter 22.14 - 7/1/2021 2.21 24.00
Microchip by Waiver 15.05 - 7/1/2021 1.50 17.00
Owner Request Deceased Cat Pick Up 67.00 - 7/1/2021 6.70 74.00 13

General Facilities and Services
Animal Control 2022-23 Fee Deposit
Fees last
increased
10% CPI
Increase
Proposed
2022-23 Fee
Owner Request Deceased Dog Pick-Up 67.00 - 7/1/2021 6.70 74.00 Owner Request Deceased Small Livestock Pick-Up 133.00 - 7/1/2021 13.30 146.00 Owner Request Deceased Large Livestock Pick-Up Actual Cost - 7/1/2021 n/a Actual cost Owner Pick Up - Small Live Stock 192.00 - 7/1/2021 19.20 211.00 Owner Surrender - Cat/Dog (plus vaccine costs, if applicable) 121.00 - 7/1/2021 12.10 133.00 Owner Surrender - Small Livestock 106.00 - 7/1/2021 10.60 117.00 Owner Surrender/pick up by AC - Cat/Dog including euthanasia fee 204.00 - 7/1/2021 20.40 224.00 Ranch License 22.00 - 7/1/2021 2.20 24.00
Ranch License Renewal 83.00 - 7/1/2021 8.30 91.00
Vaccination Fee - Cat 6.00 - 7/1/2020 0.60 7.00
Vaccination Fee - Dog 11.00 - 7/1/2020 1.10 12.00
Wild/Exotic Animal Permit (new) 837.00 - 7/1/2021 83.70 921.00 Wild/Exotic Animal Permit (renewal) 155.00 - 7/1/2021 15.50 170.00 Vicious Animal Permit (new) 961.00 - 7/1/2021 96.10 157.00 Vicious Animal Permit (renewal) 240.00 - 7/1/2021 24.00 264.00 Vicious Animal Appeal Actual + Deposit *TBD n/a Actual + Deposit * Determined by staff
Any and all fines are mandated by County, State & Federal regulations/laws 14

CITY OF NORCO
FIRE PREVENTION SERVICES FEE SCHEDULE Fees last 10% CPI Proposed Service Name Fee Description 2022-23 Fee increased increase 2022-23 Fee Fire Administration, General
Non-Compliance Administrative Fine (per occurrence) 265.00 7/1/2021 26.50 291.00 Vacant Lot Weed Abatement - Contractor's Charge, plus 100% Admin Cost of Service n/a Cost of Service
Lien Release Request - First Lien 330.00 7/1/2021 33.00 366.00 Lien Release Request - Additional Lien 330.00 7/1/2021 33.00 366.00 Incident Report Request Fee (prior to 01/01/12) 0.25 7/1/2021 n/a 0.25 Reproduction (Up to 11" x 17") - Black/White 0.25 7/1/2021 n/a 0.25 Reproduction (Up to 11" x 17") - Color 0.50 7/1/2021 n/a 0.50 Reproduction (Larger than 11" x 17") - Black/White or Color 10.00 7/1/2021 n/a 10.00 Engine Company, General 7/1/2021
Engine Company Standby (Personnel Plus Equipment Time) Cost of Service Cost of Service Cost of Service First or Second False Alarm Set by Ordinance Set by Ordinance Set by Ordinance Third Response to False Alarm within 365 Consecutive Day Period Set by Ordinance Set by Ordinance Set by Ordinance
Fourth Response to False Alarm within 365 Consecutive Day Period Set by Ordinance Set by Ordinance Set by Ordinance
Fifth Response to False Alarm within 365 Consecutive Day Period Set by Ordinance Set by Ordinance Set by Ordinance
Prevention Standby Cost of Service Cost of Service Cost of Service Development Fees
Development Plan Check
Fire Sprinkler Systems
New 13, 13R Fire Sprinkler System Base Fee + 478.00 7/1/2021 47.80 526.00 New 13, 13R Fire Sprinkler System (Sprinkler heads up to 999 fee) 0 - 999 heads 6.00 7/1/2021 0.60 7.00 New 13, 13R Fire Sprinkler System (Sprinkler heads over 999 and up to 5000 fee) 1,000 - 5,000 heads 3.00 7/1/2021 0.30 3.00 New 13, 13R Fire Sprinkler System (Sprinkler heads over 5000 heads fee) > 5,000 heads 1.00 7/1/2021 0.10 1.50
New 13D Residential Fire Sprinkler System Base Fee Per Model + 238.00 7/1/2021 23.80 262.00 New 13D Residential Fire Sprinkler System - Per each plan type Per Sprinkler head 6.00 7/1/2021 0.60 70.00 TI 13, 13R Fire Sprinkler System Base Fee + 358.00 7/1/2021 35.80 394.00 TI 13, 13R Fire Sprinkler System Per Sprinkler head 6.00 7/1/2021 0.60 7.00 TI 13D Residential Fire Sprinkler System Base Fee + 169.00 7/1/2021 16.90 186.00 TI 13D Residential Fire Sprinkler System - Per each plan type Per Sprinkler head 6.00 7/1/2021 0.60 7.00 15