Oakley City Council
March 26, 2024

SCOPE OF WORK
Task 1 – Project initiation/City Scoping Meeting
Fehr & Peers will schedule and attend a meeting (or conference call) with relevant city planning and engineering staff to discuss our draft scope of work and the studies necessary for project CEQA transportation review. We will present our approach and draft scope to city staff, obtain comments, and adjust our approach and scope as necessary.

Task 2 – Data Collection
Pending the confirmation of our scope of work with the city and project team, Fehr & Peers will collect new weekday morning (7:00 to 9:00 AM) and evening (4:00 to 6:00 PM) peak period intersection turning movement counts at the following intersections:

1. SR 160 SB Ramps and Wilbur Avenue

2. SR 160 NB Ramps and Wilbur Avenue

3. Bridgehead Road and Wilbur Avenue

4. SR 160 SB Ramps and E. 18th Street

5. SR 160 NB Ramps and Main Street

6. Neroly Road/Bridgehead Road and Main Street

7. Live Oak Avenue and Main Street

8. Big Break Road and Main Street

9. Empire Avenue and Main Street

10. Laurel Road and Live Oak Avenue

11. Laurel Road and Empire Avenue

12. Oakley Road and Empire Avenue

13. Big Break Road and Southern Project Driveway

14. Big Break Road and Northern Project Driveway
We will conduct field reconnaissance to verify intersection configurations and traffic control.

Traffic signal timings will be obtained from city staff. Information on transit services, bicycle, and pedestrian facilities within the study area will be collected.

Task 3 – Study Assumptions Memorandum
Fehr & Peers will estimate the weekday daily, morning and evening peak hour vehicle trip generation for the proposed project using appropriate trip generation rates published in the Institute of Transportation Engineers’ (ITE) Trip Generation Manual (11th Edition), data available from the project team, national resources on distribution center trip generation, site traffic counts, 295
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August 8, 2023

and information developed by Fehr & Peers for other California based facilities. We will estimate the trip distribution of project traffic under Existing, Near-Term, and Cumulative conditions using sources such as existing counts, origins and destinations of existing distribution facility trips, the location of complementary land uses, and information from the CCTA travel demand model. A Technical Memorandum detailing the analysis assumptions, including our approach to VMT assessment, will be submitted to City of Oakley staff and the project team for review and comment prior to completing the impact analysis. We have assumed that Draft and Final versions of the Technical Memorandum will be prepared for city review and approval.

Task 4 – Intersection Analysis
Peak-hour intersection operations will be evaluated for the following scenarios using the HCM 6th Edition method for vehicles:
• Existing – Existing conditions based on traffic counts at the study locations. • Existing Plus Project – Existing traffic counts plus traffic expected to be generated by the project
• Near-Term – Existing traffic counts plus traffic from approved projects expected to be developed in the next 5 to 10 years. We will confirm with City of Oakley staff the level of anticipated development and transportation improvements in the study area to consider in the analysis of near-term conditions, consistent with their guidelines and Vistro network.
• Near-Term Plus Project - Near-term conditions plus traffic expected to be generated by the project.
• Cumulative - Forecasts for the cumulative scenario will be based on traffic growth trends as described in the Oakley General Plan EIR and supplemented by a check of traffic forecasts for the study area in the 2040 Contra Costa Countywide travel demand model.

Vehicle trips generated under the project site current zoning would be subtracted from the base forecasts to develop the “no Project” traffic forecasts. Recent forecasts prepared for other projects will also be reviewed. Land uses assumed on the parcels adjacent to the project site will be reviewed with the project team. We will consult with City staff regarding future roadway improvements, that should be included in the cumulative forecasts.
• Cumulative Plus Project – Cumulative forecasts plus traffic expected to be generated by the project.

All level of service calculations will be conducted using the latest edition of the Synchro analysis software, per city requirements. For study locations that exceed the city’s level of service standard, improvement measures will be identified.
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Malena Garcia
August 8, 2023

All unsignalized study intersections will be evaluated to determine if signal warrants are met under each scenario, utilizing the Peak Hour Traffic Volume Signal Warrant from the California Manual on Uniform Traffic Control Devices (CA MUTCD), most recent edition.

In addition to the study intersections highlighted in Task 1, the intersection analysis will evaluate conditions at the project’s proposed new driveways on Bridgehead Road (two) and Main Street (three).

Task 5 – Vehicle Miles Traveled
Consistent with SB 743 requirements, Fehr & Peers will perform a VMT assessment using the guidance published by the CCTA in July 2020 as the City of Oakley has not yet adopted VMT thresholds, metrics, methods, or standards of significance related to VMT. After project initiation, we will meet with City of Oakley staff to develop an approach for calculating project VMT that will be acceptable for city approval. Our scope and budget may need to be adjusted after that meeting depending on the direction provided and the need for more (or less) analysis to be performed. For the purposes of initial project scoping and budgeting, we have proposed an “offmodel” approach for calculating project VMT effects. The CCTA model is not currently equipped to accurately assess the project’s VMT without substantial calibration and modification.

Fehr & Peers will obtain Streetlight Data “big data” for similar local warehouses in the area to understand truck and automobile trip lengths and travel patterns. This will include origin and destinations for trips originating or terminating at the project site and will help inform project trip distribution and VMT calculations.

Using the assembled data, Fehr & Peers will generate off-model trip generation and trip length calculations for the proposed project, by building. This data will be used to prepare calculations for both passenger vehicle and commercial vehicle VMT. Both will be necessary for CEQA impact analyses related to air quality, greenhouse gas and energy assessments; however, only passenger vehicle VMT is necessary for the transportation portion of the CEQA document. We will work with city staff to develop an appropriate significance threshold for the project based on currently published guidance and available information.

Task 6 – Transit, Bicycle and Pedestrian Evaluation
Fehr & Peers will evaluate the levels of bus, bicycle, and pedestrian activity forecast to be generated by the proposed project, and the potential impacts of that demand on the area circulation networks. The effects of the project, if any, on local County Connection routes will be assessed based on the most recent available headway and ridership information. The proposed 297
Malena Garcia
August 8, 2023

internal and existing surrounding pedestrian and bicycle networks will be reviewed for safety (compliance with design standards) and adequacy to serve projected levels of travel activity.

Task 7 – Site Plan Review/Policy Consistency Check
A site access, circulation, and parking assessment will be conducted to ensure safe and efficient circulation of vehicles, bicycles, and pedestrians around the project site and on the roadways adjacent to the project site. The site plan will be reviewed for:
• Site access and interface with roadway network, including traffic control recommendations
• Emergency vehicle access and circulation
• Vehicular circulation, intersection traffic control, and roadway sizing within the site, including turn pocket lengths
• Bus access adjacent to the site and circulation within the site • Parking adequacy compared to City Code and national demand statistics.

As part of this task, we will review the projects consistency with transportation related goals from the City of Oakley General Plan. Conflicts will be identified, if any.

Task 8 – Impacts and Mitigation Measures
Using the city’s established standards of significance, mitigation measures will be developed and proposed for all identified significant adverse impacts. While unacceptable intersection levels of service are no longer considered to be environmental impacts, appropriate improvement measures will be developed for any identified violations of the city’s level of service policy. If a significant adverse impact relative to VMT is identified, we will outline a Transportation Demand Management Plan (TDM) as a potential mitigation measure. The TDM plan will present the measures necessary and likely travel demand reductions to result.

Task 9 – Documentation
The following documents will be prepared:
• Draft Transportation Impact Analysis
• Final Transportation Impact Analysis
Task 10 – Meetings
We anticipate attending three meetings (or virtual calls) with the project team and/or city staff throughout the project. We will be available to attend additional meetings on a time-andmaterials basis. 298
Malena Garcia
August 8, 2023

Given the size of the effort and complex nature of the project, we would propose to meet with city staff upon initiation (Task 1) to obtain their review, comment, and final approval of the workscope prior to beginning work or conducting data collection. We will adjust our proposal based on their input and provide Raney with a final scope of work and budget on their approval.

COST ESTIMATE
We estimate the cost of above scope of work as presented in the table below, which we propose to conduct on a time and materials not to exceed basis.

Project
Manager
Senior
Engineer
Project
Engineer
Support/
Graphics
$345 $230 $175 $165
Task 1 - Project Initiation/Scoping Meeting 2 2 $ 100 $ 1,140 Task 2 - Data Collection 1 2 8 2 $ 7,300 $ 9,835
Task 3 - Study Assumptions Memo 2 1 6 1 $ 100 $ 2,235
Task 4 - Intersection Assessment
Existing without Project 4 2 18 2 $ 300 $ 5,620
Existing with Project 6 3 28 2 $ 400 $ 8,390
Near-term without Project 5 6 40 2 $ 500 $ 10,935
Near-term with Project 6 3 28 3 $ 400 $ 8,555
Cumulative without Project 5 8 32 3 $ 500 $ 10,160
Cumulative with Project 6 3 28 3 $ 400 $ 8,555
Task 5 - VMT Assessment 8 6 32 4 $ 500 $ 10,900
Task 6 - Transit, Bicycle and Ped Evaluation 4 1 12 2 $ 200 $ 4,240 Task 7 - Site Plan Review/Policy Check 6 4 12 2 $ 300 $ 5,720 Task 8 - Impacts and Mitigation Measures 5 4 22 4 $ 400 $ 7,555 Task 9 - Documentation
Draft TIA 22 8 68 14 $ 1,200 $ 24,840
Final TIA 2 1 8 3 $ 100 $ 2,915
Task 10 - Meetings 6 4 $ 100 $ 2,870
TOTAL 90 52 348 47 $ 12,800 $ 124,465
Note:

Reimbursable expenses are invoiced at cost plus 10% for handling including the following:

Reproduction and communications are invoiced as a percentage of project labor each month.

Personal auto mileage at approved IRS Rate
Fee Estimate for Project Bridgehead CEQA Review
Tasks
Person Hours
Other Direct
Costs Total
If you have any questions or comments, please contact Bill Burton at (925) 930-7100.

Sincerely,

FEHR & PEERS
Bill Burton, PE
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Malena Garcia
August 8, 2023

Principal
P22-5768-WC
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Resolution No. -24 Page 1 of 1 March 26, 2024
RESOLUTION NO. -24

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY AUTHORIZING

THE CITY MANAGER TO EXECUTE A CONTRACT WITH RANEY PLANNING AND MANAGEMENT, INC.TO PREPARE AN ENVIRONMENTAL IMPACT REPORT (EIR)

FOR THE PROJECT TITLED BRIDGEHEAD INDUSTRIAL PROJECT
WHEREAS, the City Council of the City of Oakley desires to engage the services of Raney Planning and Management, Inc. to prepare a project-level Environmental Impact Report for the Bridgehead Industrial Project; and WHEREAS, Raney Planning and Management, INC. provided a scope of work to prepare an Environmental Impact Report per California Environmental Quality Act of 1970 (CEQA), Section 21000 et seq. of the Public Resources Code and the State CEQA Guidelines (California Code of Regulations Section 15000 et seq.), and the regulations, requirements, and procedures of the City of Oakley; and WHEREAS, the Environmental Impact Report will specifically provide analyses of technical studies necessary to provide the appropriate level of environmental documentation.

NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Oakley that the proposal for the preparation of an Environmental Impact Report between the City of Oakley and Raney Planning and Management, Inc. is hereby approved.

BE IT FURTHER RESOLVED AND ORDERED that the City of Oakley City Manager is hereby authorized and directed to sign the contract between the City of Oakley and Raney Planning and Management, Inc.

PASSED AND ADOPTED by the City Council of the City of Oakley at a meeting held on the by the following vote:

AYES:

NOES:

ABSENT:

ABSTENTIONS:

APPROVED:

Anissa Williams, Mayor Date
ATTEST:

Libby Vreonis, City Clerk Date
301

SHORT FORM

SERVICES AGREEMENT BETWEEN
THE CITY OF OAKLEY AND ________________________
THIS SERVICES AGREEMENT for _______________________ services is entered into by and between the City of Oakley, a municipal corporation in the State of California (hereinafter referred to as "City") and _________________________, a ___________________ (hereinafter referred to as "Contractor") effective as of _______________, 20__ (“Effective Date”).

Section I. SERVICES. Subject to the terms and conditions set forth in this Agreement, Contractor shall provide to City the services described in the Scope of Work attached hereto an incorporated herein as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.

1.1 Term of Services. The term of this Agreement shall begin on the date first noted above and shall continue until terminated by either party.

1.2 Standard of Performance. Contractor shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Contractor is engaged in the general geographical area of the City. Contractor shall prepare all work products required by this Agreement in a substantial, first-class manner and shall conform to the standards of quality normally observed by a person practicing in Contractor's profession.

1.3 Assignment of Personnel. Contractor shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Contractor shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.

1.4 Time. Contractor shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section

1.1 above and to satisfy Contractor's obligations hereunder.

Section 2. COMPENSATION. City hereby agree to pay Contractor a sum not to exceed the amount described in Exhibit A, attached hereto and incorporated herein. City shall pay Contractor for services rendered pursuant to this Agreement at the time and in the manner set forth herein. These payments shall be the only 302
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payments from City to Contractor for services rendered pursuant to this Agreement. Contractor shall submit invoices to City each month for services provided.

Contractor and City acknowledge and agree that compensation paid by City to Contractor under this Agreement is based upon Contractor's estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Contractor. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Contractor and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.

2.1 Invoices. Contractor shall submit monthly invoices during the term of this Agreement. Invoices shall be on Contractor’s Letterhead (or formal invoice form) and contain the following information:
 The beginning and ending dates of the billing period;  A description of services for which payment is requested;  Amount due;
 The Contractor’s signature.

2.2 Payment of Taxes. Contractor is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.

2.3 Payment upon Termination. In the event that the City or Contractor terminates this Agreement pursuant to Section 8, the City shall compensate the Contractor for all amounts due for work satisfactorily completed as of the date of written notice of termination.

2.4 Authorization to Perform Services. The Contractor is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.

Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Contractor shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement.

Section 4. RECYCLING REQUIREMENTS. Contractor agrees to comply with all City recycling requirements, and as set forth in the Oakley Municipal Code, including, but not limited to:
a. Construction and Demolition. Contractor must contact a 303
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customer service representative (CSR) at Oakley Disposal Service, Inc. to arrange for service for any and all construction and demolition work to be performed as part of this project unless Contractor has been approved by the City as a “self-hauler” as defined in Oakley Municipal Code §4.20.308.

The CSR will ask if the drop box contains recycle material and will direct the Contractor to drop the construction and demolition debris, including dirt and cement, to a permitted processing facility. The Contractor must indicate on their order form, by checking the applicable box, that they need documentation to comply with the Oakley Municipal Code. This documentation must be provided to the City within ten (10) days of receipt of said documentation by Contractor.
b. Commercial Self-Haul. Business self-haul materials are accepted at various Oakley Disposal Service, Inc. local facilities for recycling and include, but are not limited to, wood, inerts, metals, tires, greenwaste, plastics, cardboard, mattresses, foam padding, propane tanks, e-waste and appliances. Contractor agrees to drop any and all business self-haul materials at a site designated on the website
www.cccounty.us/depart/cd/recycle/.
c. Road Maintenance and Construction Projects. Contractor agrees to recycle greenwaste, asphalt, concrete and metal from any and all road maintenance and construction projects at Oakley Disposal Service, Inc. designated locations.
d. Office Recyclables. If Contractor has an office, temporary office, or trailer within the City of Oakley, Contractor agrees to recycle all paper, cardboard, bottles, cans, and toner cartridges at Oakley Disposal Service, Inc. designated locations.
e. Special Waste Materials. Contractor shall dispose of inert materials, including, but not limited to, concrete, asphalt and rubber, at Oakley Disposal Service, Inc. designated locations. Shingles and wood waste shall be diverted to the Recycling Center and Transfer Station (RCTS) located at 3700 Loveridge Road, Pittsburg, CA 94565. Scrap metal shall be dropped off at a large-scale scrap metal recycle facility operating within Contra Costa County which may be found at www.cccrecycle.org.
f. Universal Waste. Contractor shall dispose of batteries, mercury containing devices and lamps, and certain consumer electronics at a recycling center designated by Oakley Disposal Service, Inc.

Section 5. INSURANCE REQUIREMENTS. Before beginning any work under 304
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this Agreement, Contractor, at its own cost and expense, shall procure "occurrence coverage" insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Contractor and its agents, representatives, employees, and subcontractors.

Contractor shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects to the City. Contractor shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Contractor's bid. Contractor shall not allow any subcontractor to commence work on any subcontract until Contractor has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Verification of the required insurance is attached hereto and incorporated herein as Exhibit B.

5.1 Variation. The City may approve a variation in the foregoing insurance requirements, upon a determination that the coverages, scope, limits, and forms of such insurance are either not commercially available, or that the City's interests are otherwise fully protected.

5.2 Notice of Reduction in Coverage. In the event that any coverage required by this section is reduced, limited, or materially affected in any other manner, Contractor shall provide written notice to City at Contractor's earliest possible opportunity and in no case later than five calendar days after Contractor is notified of the change in coverage.

5.3 Remedies. In addition to any other remedies City may have if Contractor fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Contractor's breach:
 Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
 Order Contractor to stop work under this Agreement or withhold any payment that becomes due to Contractor
hereunder, or both stop work and withhold any payment, until Contractor demonstrates compliance with the requirements hereof; and/or
 Terminate this Agreement.
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Section 6. INDEMNIFICATION AND CONTRACTOR'S RESPONSIBILITIES

6.1. Contractor shall, to the fullest extent permitted by law, indemnify, defend (with counsel acceptable to the City) and hold harmless City, and its employees, officials, volunteers and agents ("Indemnified Parties") from and against any and all losses, claims, damages, costs and liability (including but not limited to loss of use, loss of profits or loss of goodwill arising in any manner from the work) arising out of any personal injury, loss of life, damage to property, or any violation of any federal, state, or municipal law or ordinance, arising out of the performance of this Agreement by Contractor, its officers, employees, agents, volunteers, subcontractors or sub-Contractors, excepting only liability arising from the sole negligence, active negligence or intentional misconduct of City.

6.2. In the event that Contractor or any employee, agent, sub-Contractor or subcontractor of Contractor providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor or its employees, agents, sub-Contractors or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

6.3. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Contractor from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shalt apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply.

6.4. By execution of this Agreement, Contractor acknowledges and agrees to the provisions of this Section and that it is a material element of consideration, and that these provisions survive the termination of this Agreement.

Section 7. STATUS OF CONTRACTOR.

7.1 Independent Contractor. At all times during the term of this Agreement, Contractor shall be an independent contractor and shall not be an employee of City. City shall have the right to control Contractor only insofar as the results of Contractor's services 306
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rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Contractor accomplishes services rendered pursuant to this Agreement, Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Contractor and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.

7.2 Contractor, Not Agent. Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.

Section 8. LEGAL REQUIREMENTS.

8.1 Governing Law. The laws of the State of California shall govern this Agreement.

8.2 Compliance with Applicable Laws. Contractor and any subcontractors shall comply with all laws applicable to the performance of the work hereunder.

8.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Contractor and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.

8.4 Licenses and Permits. Contractor represents and warrants to City that Contractor and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature legally required to practice their respective professions. Contractor represents and warrants to City that Contractor and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Contractor and any subcontractors shall obtain and 307
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maintain during the term of this Agreement valid business licenses from City.

8.5 Nondiscrimination and Equal Opportunity. Contractor shall not discriminate, on the basis of a person's race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Contractor under this Agreement.

Contractor shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Contractor thereby.

Contractor shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.

Section 9. TERMINATION AND MODIFICATION.

9.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Contractor.

Contractor may cancel this Agreement upon 30 days written notice to City and shall include in such notice the reasons for cancellation.

In the event of termination, Contractor shall be entitled to compensation for services performed to the effective date of termination.

9.2 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.

9.3 Assignment and Subcontracting. City and Contractor recognize and agree that this Agreement contemplates personal performance by Contractor and is based upon a determination of Contractor's unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Contractor. Contractor may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Contractor shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior 308
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written approval of the Contract Administrator.

9.4 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Contractor shall survive the termination of this Agreement.

9.5 Breach by Contractor. If Contractor materially breaches any of the terms of this Agreement, City may immediately terminate the Agreement.

Section 10. KEEPING AND STATUS OF RECORDS.

10.1 Records Created as Part of Contractor's Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Contractor prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Contractor hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Contractor agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.

10.2 Contractor's Books and Records. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Contractor to this Agreement,

10.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Contractor to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) 309
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years after final payment under the Agreement.

Section 11 MISCELLANEOUS PROVISIONS.

11.1 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Contra Costa or in the United States District Court for the Northern District of California.

11.2 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.

11.3 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.

11.4 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.

11.5 Use of Recycled Products. Contractor shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.

11.6 Conflict of Interest. Contractor may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Contractor in a "conflict of interest," as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.

Contractor shall not employ any official of City in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq.

Contractor hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Contractor was an employee, agent, appointee, or official of City in the previous twelve months, Contractor warrants that it did not participate in any manner in the forming of this Agreement. Contractor understands that, if this Agreement is made 310
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in violation of Government Code §1090 et. Seq., the entire Agreement is void and Contractor will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Contractor will be required to reimburse the City for any sums paid to the Contractor.

Contractor understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.

11.7 Inconsistent Terms. If the terms or provisions of this Agreement conflict with or are inconsistent with any term or provision of any attachment or Exhibit attached hereto, then the terms and provisions of this Agreement shall prevail.

11.8 Solicitation. Contractor agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.

11.9 Contract Administration. This Agreement shall be administered by the ____________________ ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.

11.10 Notices.

Any written notice to Contractor shall be sent to:

Any written notice to City shall be sent to:

City of Oakley
Attn: _______________________
3231 Main St.

Oakley, CA 94561

11.11 Integration. This Agreement, including the attached exhibits, represents the entire and integrated agreement between City and Contractor and supersedes all prior negotiations, representations, and 311
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agreements, either written or oral.

11.12 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

11.13 Authorized Signature. Each person and party signing this Agreement warrants that he/she has the authority to execute this Agreement on behalf of the principal and that the party will be bound by such signature.

The parties have executed this Agreement as of the Effective Date.

CITY: CONTRACTOR:

City of Oakley, a municipal corporation Name (STATE) (ENTITY TYPE) In the State of California
Sign:

Bryan H. Montgomery, City Manager Name:

Title:

Attest:

Libby Vreonis, City Clerk
Approved as to Form:

Derek Cole, City Attorney
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Short Form Services Agreement Between the City of Oakley and ________________________

EXHIBIT A
Scope of Work/Compensation Schedule
313
Short Form Services Agreement Between the City of Oakley and ________________________

Exhibit B
Insurance Requirements
Specific Insurance Requirements and Required Policy Limits PROFESSIONAL SERVICES CONTRACTS:

Including, but not limited to architects, engineers, consultants, counselors, attorneys and accountants.

Consultant shall procure and maintain for the duration of its contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, employees or subcontractors.

Minimum scope of coverage
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01) covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form number CA 0001 Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if Consultant provides written verification it has no employees)

4. Professional Liability (Errors and Omissions) Insurance appropriate to the Consultant’s profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate. Architects and Engineers coverage shall be endorsed to include contractual liability.

If the Consultant maintains higher limits than the minimums shown above, the Entity requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity. 314
Short Form Services Agreement Between the City of Oakley and ________________________

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage should be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used).

Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City.

Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which Consultant or any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
315
Short Form Services Agreement Between the City of Oakley and ________________________

1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.

Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
316

STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: March 26, 2024
TO: Joshua McMurray, City Manager
FROM: Ken Strelo, Planning Manager
SUBJECT: Climate Action Plan – Resolution authorizing the City Manager to Execute a Professional Services Agreement with Cumming
Management Group Inc. for Planning Consulting Services
Summary
On November 14, 2023, the City Council reviewed and accepted the Request for Proposals and Qualifications ("RFP”) for the purposes of securing planning consulting services to support the City in completing a Climate Action Plan (CAP). A Climate Action Plan, or “CAP” is an adopted document that lays out a plan for how an agency will aim to reduce greenhouse gas (GHG) emissions usually through decarbonization and greening efforts.

Planning Staff solicited the RFP to interested consultants and posted it on the City's website as well as the California Chapter American Planning Association's website, which has a platform used to host RFPs from agencies throughout the state. The RFP was posted from January 8, 2024 to February 7, 2024. Seven consultant firms submitted proposals in response to the RFP. An evaluation team comprised of four City staff members - the City Manager, Planning Manager, Engineering Manager, and Associate Planner - independently reviewed and scored each of the seven proposals.

The results of those reviews and rankings showed five proposals addressed all the elements of the RFP, while also remaining within budget ($100,000). The team of reviewers then met to discuss those five proposals in more detail and determined that Cumming Management Group Inc. was the top proposal based on a combination of their experience in Climate Action Plans and other similar documents and their proposal’s accuracy in addressing all requested tasks and providing ample support to City Staff, including in-person public workshops and meetings with the Planning Commission and City Council.

Consistency with Oakley Strategic Plan 27+
The City of Oakley Strategic Plan 2022-2027+ (SP27+) was adopted by the City Council in April of 2022. Approval of this services agreement and the subsequent Planning work is consistent with the Strategic and Thoughtful Growth Objectives within Oakley’s Strategic Plan 27+, as it furthers the City’s efforts to encourage objective decision-making versus subjective decision-making for application approvals in order to meet Oakley’s vision and economic goals. This is done by focusing on formal plan and study outcomes.

Approved and
Forwarded to the
City Council
317

STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us Fiscal Impact
The City has budgeted $100,000 for this program and the proposal’s includes a total budget of $99,947.81. This amount will be covered by appropriated funds under Consulting for the Planning Division in the General Fund. The City Council appropriated $200,000 under this line item for Fiscal Year 2023-2024. Approval of this RFP would result in $100,000 being encumbered for the CAP and the remaining $100,000 still appropriated for other long-term Planning Projects on the horizon. City Staff time and materials will be covered as part of regular salaries under the General Fund.

Staff Recommendation
Staff recommends the City Council adopt a resolution authorizing the City Manager to execute a professional services agreement with Cumming Management Group Inc. in an amount not to exceed $99,947.81 for planning consulting services to assist with the preparation of the City of Oakley Climate Action Plan (CAP).

Attachments

1. Proposal for Planning and Consulting Services – City of Oakley Climate Action Plan – Proposal and Estimate from Cumming Management Group Inc., dated February 7, 2024

2. Proposed Resolution
Exhibit A. Short Form Services Agreement Template
318
City of Oakley
Proposal for Planning and Consulting Services
Climate Action Plan
February 7, 2024
cumming-group.com
319
Cumming Group Office
1111 Broadway
Suite 300
Oakland, CA 94607
cumming-group.com
February 7, 2024
Ken Strelo, Planning Manager
City of Oakley
Planning Division
3231 Main Street
Oakley, CA 94561
Att: RFP Oakley CAP
Dear Mr. Strelo,
Cumming Management Group Inc., is pleased to present our qualifications to the City of Oakley to provide climate mitigation and adaptation assessment and planning services for the development of its Climate Action Plan (CAP). The successful delivery of services to the City of Oakley requires a team that is staffed with highly qualified climate and sustainability industry experts and technical professionals who have a deep understanding of City operations, GHG emission sources and impacts, potential climate impacts based on location and geography, and the local community. Our service commitment to the City of Oakley is to be that Team Cumming Management Group Inc. (Cumming Group), a privately held California corporation, has successfully provided climate action planning services for several cities and complex, multi-billion-dollar public agencies across California and the west coast, including the City of Oxnard, City of Los Angeles, City of Ellensburg, City of West Hollywood, San Francisco International Airport, County of San Diego, County of Los Angeles, the Los Angeles County Metropolitan Transportation Authority, and several more.

Cumming Group strengthens its team with the additional climate vulnerability and adaptation expertise of its long-term subcontractor partner, Kimley-Horn. Founded in 1967, Kimley-Horn is a planning, design, engineering, and environmental consulting firm with expertise in performing climate vulnerability assessments and developing community resiliency strategies for cities and counties throughout California.

Our team brings the following benefits to the City of Oakley:
• Depth of Sustainability and Climate Technical Expertise Cumming Group is privileged to join the City in its mission to achieve its energy, air quality, greenhouse gas emissions, and resiliency goals, and to proactively plan for the regional effects of climate change in the short and long term. Our team of deeply qualified climate mitigation and adaptation experts has directly engaged in the assessment of greenhouse gas emissions (GHG), planning of GHG mitigation strategies, and developing regional climate policy and reduction strategies for agencies across the region. We have also conducted climate vulnerability and risk assessments in the Bay area, including the City of Brentwood just to the south of Oakley, giving us unique knowledge of potential risks and the City’s adaptation needs. • Program Leadership and Mobilization of Highly Qualified Staff With over 12 years of experience working directly for California cities and public agencies providing leading sustainability and program management services, our Sr. Director of Sustainability, Emma Sorrell, will oversee our team’s performance and contract services. Emma is supported by Louis Spanias, Cumming’s Sr.

Sustainability Manager, who will be your single point-of-contact responsible for the work and all task deliverables. We have mobilized a team of accredited sustainability professionals, climate data scientists, environmental planners, certified energy managers, cost estimators, and stakeholder engagement
specialists (including ADA accessibility expert) to ensure the development of an ambitious yet achievable plan for the City.

The State of California leads the nation
in climate action commitments and
environmental protection— it is also the 12th
largest emitter of carbon worldwide.

The recent signing of AB 1279 codifies
California’s commitment to achieve Net Zero
GHG emissions by 2045.
320
• A Commitment to Environmental Responsibility and Achieving Climate Objectives Cumming Group has been at the forefront of the changing attitudes and legislative/regulatory initiatives advancing sustainability and climate in the built environment in California. Our expert team presents on climate policy at industry forums and conferences, and delivers related training to owner-agency stakeholders, community leaders, and the public. Leveraging this expertise, Cumming develops and implements innovative sustainability and climate strategies and solutions for our clients that directly reduce greenhouse gas emissions, improve air quality and energy efficiency, reduce water consumption, and strengthen infrastructure against changing climate conditions.

Our team is readily available and committed to deliver this project and can begin supporting you immediately. If you have any questions or desire further information, please contact Christine Marez directly at 626-688-4634 or via email at [email protected].

Respectfully,
Christine Marez, CIG, LEED AP, ENV SP
Vice President
Cumming Management Group, Inc
626-688-4634
[email protected]
321
Table of Contents
Section 1
TEAM PROFILE 5
Section 2
COMPARABLE CONSULTING EXPERIENCE 39
Section 3
PROJECT PROPOSAL 47
Section 4
CONFLICTS OF INTEREST 58
Section 5
ACKNOWLEDGMENTS 60
cumming-group.com 4 City of Oakley, Proposal for Planning and Consulting Services 322 Section 1
Team Profile
323
Team Profile
Cumming Management Group, Inc. (Cumming Group) is a privately held California corporation and will serve as the prime firm for this contract. Founded in 1996, and now in our 28th year, Cumming Group has more than 2,000 employees in 50+ offices worldwide, including 11 offices located in California. We offer clients the local knowledge and responsiveness of a small organization, backed by the depth of resources only a national firm can offer.

Cumming Group has become a recognized leader in energy and sustainability planning and climate mitigation services, as acknowledged by Engineering News Record Magazine’s ranking of Cumming in the Top 4 for Firms in the United States who are strictly Owner’s Representatives. By offering our clients excellent service and successful outcomes, we have experienced consistent growth throughout our history.

Our team is qualified for this engagement based upon our extensive experience providing climate action and adaptation, sustainability planning, resiliency, and GHG inventory reporting services to public sector clients, as well as, project and construction management, cost estimating, project controls, and commissioning.

Cumming Group will support the delivery of services from our Oakland office:

Cumming Group Office
1111 Broadway
Suite 300
Oakland, CA 94607
Provide the consultant’s company and proposed project team information as follows:
a. Office Location(s)
b. Licensed professionals
c. Project manager and key individuals who will be assigned to the project:
i. Resumes
ii. Statements of experience
d. List of proposed sub-consultants, identifying their area of work and including their qualifications. e. List of board members, partners, and any other relevant team members and their related experience.

Cumming Group at a Glance
• 28 Years in Business
• 2,000+ Employees
• 52 Offices Worldwide
• 64+ Registered LEED Accredited
Professionals
• 40+ Sustainability and Climate Experts
• 35+ Registered Professional Engineers
324
Subcontractor Partner
Legal Name of Company Kimley-Horn and Associates
Contact Heidi Ross, CPP
Address 660 South Figueroa Street, Suite 2050, Los Angeles, CA 90017 Phone Number 213.394.0379
Email Address [email protected]
Project Function Climate Vulnerability and Resiliency
Kimley-Horn strengthens our team with additional climate vulnerability and resiliency expertise and experience. Cumming and Kimley-Horn have partnered on several projects over the last 10 years. Most recently, our joint team is completing the development of a Climate Action and Sustainability Plan for the Orange County Transportation Authority.

Founded in 1967, Kimley-Horn is a full-service planning, design, engineering, and environmental consulting firm providing services to public agencies and the private sector nationwide. Since its founding, Kimley-Horn has grown from a small group of traffic engineers and transportation planners to a firm of more than 7,500 employees in 127 offices nationwide. Its 12 California offices have more than 750 employees including planners, environmental specialists, landscape architects, designers, engineers, and technicians, affording the depth of resources necessary to staff and execute virtually any assignment in response to the City’s needs for this contract.

Kimley-Horn’s engineers and analysts are continuously developing sound scientific regulatory assessments and strategies within the rapidly changing regulatory environment. We prepare both CAPs and CAAPs and advise clients on climate policies and strategies. In addition to preparing citywide CAPs, Kimley-Horn regularly performs vulnerability assessments focused on specific infrastructure and systems, such as transportation and roadway networks, stormwater systems, and other agency-specific assets. With a broad understanding of the latest climate change data, our CAP capabilities include developing community and municipal sector greenhouse gas (GHG) emissions inventories, performing CVAs, developing feasible strategies to reduce emissions and manage risk, and quantifying the benefits of the sustainable strategies.

Qualifications to Perform Scope
Cumming Group understands that cities are facing increasing demands to act on issues of climate change, environmental protection, and social equity. Through our full suite of energy, climate, and sustainability services addressing the planning, design, construction, and operation of municipal and community assets, we help our clients address these needs in meaningful, lasting, and cost-effective ways. Alongside our climate and sustainability services, Cumming Group also offers robust project management and cost management services, allowing us to provide integrated services that meet our clients’ immediate and long-term needs.

We are excited to partner with the City and are certain that our team’s combined experience and local knowledge will bring together the very best solutions by creating an implementable climate action plan that allows the community to adapt and thrive among climate change challenges over time. Our highly credentialed team of sustainability, climate, and energy professionals brings the necessary technical expertise, industry qualifications, and previous experience delivering these specific services to make Oakley’s CAP a success.

Cumming’s team holds the following qualifications and certifications:
• Airport Carbon Accreditation Verifier (ACA)
• CARB Lead Verifier, Low Carbon Fuel Standard (LCFS)
• SASB Fundamentals of Sustainability Accounting (FSA)
• Certified Permitting Professional (CPP) registered with SCAQMD • Professional Engineers (PE)
• Certified Energy Auditor (CEA)
• Certified Energy Engineer (CEM)
• Global Reporting Standard (GRI)
• TRUE Zero Waste Advisor
• Envision Sustainability Professional (ENV SP)
• Qualified Water Efficient Landscaper, Alliance for Water Efficiency • LEED Accredited Professional (LEED AP, O+M, BD+C)
• WELL Accredited Professional
• Fitwel Ambassador
• G-PRO Fundamentals, Construction Management
• Certified Commissioning Authority (CxA)
• Certified Building Commissioning Professionals (CBCP) • Existing Building Commissioning Professional (EBCP)
• Certified Building Commissioning Professional (BCP)
• ASHRAE BEMP Certified Professional
• ISO 14001, 12021, and ISO 9001 Certified
• SCAQMD Certified Employee Transportation Coordinator
Through results-focused technology, innovation, smart design principles, and best management practices, Cumming delivers custom climate action plans and high-performance infrastructure designed to achieve long-term carbon neutrality and climate resiliency, with minimal impact on the natural environment. We are proud of our solid reputation in providing similar services in a high-quality and costeffective manner, on schedule and on time. cumming-group.com 7 City of Oakley, Proposal for Planning and Consulting Services 325 Our climate adaptation and community resilience practice team understands the types of climate challenges Oakley is facing, having performed numerous CVAs for cities and counties throughout California. We understand the science behind relevant climate change indicators such as changes in precipitation patterns and temperature, high heat days, drought, and extreme weather and storms, and we can anticipate the secondary effects of climate change such as the urban heat island effect, degradation of air quality, increases in pests and disease, flooding, soil erosion and landslides. We are proud of our solid reputation in providing similar services in a cost-effective manner, on schedule and on time. With our deep resources and experienced leadership teams, we stand ready to commence work on this important project immediately.

Cumming’s collaborative approach ensures alignment between our internal partners and clients to clearly define the project objectives and create the appropriate technical approach needed to achieve the desired outcomes. Our deep experience fostering meaningful and intentional internal and external stakeholder engagement also ensures the prioritization of community-based strategies.

Any CAP’s foundation must be an accurate GHG baseline and set of future emissions scenarios in line with State and federal laws, plans, and policies, and synchronized to recent GHG projections adopted as part of the City’s General Plan horizon. Cumming is known for its holistic approach to GHG inventories, having performed this work for numerous cities, which utilizes robust data management practices in alignment with ISO 14064 and develops customized emission forecasts incorporating state regulatory drivers and local policies impacting both municipal and community emission sources.

Our climate adaptation and community resilience team members understand the local climate challenges Oakley is facing, having performed numerous CVAs for cities and counties throughout California. We understand the science behind relevant climate change indicators such as changes in precipitation patterns and temperature, high heat days, drought, and extreme weather and storms, and we can anticipate the secondary effects of climate change such as the urban heat island effect, degradation of air quality, increases in pests and disease, flooding, soil erosion and landslides. As a result, we develop actionable resilience programs and design principles, while equipping decision makers with the tools they need to understand the vulnerabilities their cities face.

We have the technical skills, insight into infrastructure and asset management, and knowledge to identify, analyze, and prioritize effective climate reduction strategies and adaptation actions. As trusted partners, the Cumming team is also experienced in developing decisionsupport tools that will materially assist the City in addressing the critical challenges of mitigating and adapting to climate change.

Cumming and our subconsultant partner have contributed to the delivery of innovative and cost-effective climate action programs for over 50+ cities, counties, public agencies, and regulatory clients. The team is currently providing similar climate action planning services, including CAPs, CAAPs, GHG mitigation assistance, decarbonization plans, Climate and Resiliency Elements, and climate vulnerability assessments for clients including :
• City of Oxnard, CA
• City of Brentwood, CA
• City and County of San Fransisco, CA
• City of Menifee, CA
• City of Los Angeles, CA
• City of West Hollywood, CA
• City of Ellensburg, WA
• County of Los Angeles, CA
• County of San Diego, CA
• Gateway Cities Council of Governments
• Southern California Association of Governments
• Los Angeles Metro
• Orange County Transportation Authority
• North County Transportation District
• San Diego Metropolitan Transit Agency (MTA)n
• California Air Resources Board (CARB)
• Port of Los Angeles (POLA), CA
• Port of Seattle, WA
• Los Angeles World Airports (LAWA)
• Caltrans
• Oregon Department of Transportation
“Our experience with the sustainability team from Cumming Group has been nothing short of outstanding.

Their expertise guided us through the development and implementation of a comprehensive sustainability & energy strategy that aligns with our community values and long-term vision. I wholeheartedly recommend their services to any entity seeking to embrace sustainability and make a meaningful contribution to a greener and more sustainable future.”
Buddy Stanavich, Energy Resources Manager – City of Ellensburg cumming-group.com 8 City of Oakley, Proposal for Planning and Consulting Services 326 Proposed Team
Cumming has selected a diverse and highly skilled team of sustainability professionals to support this contract, including our in-house staff and subconsultant Kimley-Horn team members. All team members proposed for this engagement have previously worked together as a group to provide similar services to cities and public agencies for the past several years. This team is immediately available and has adequate capacity to support the City of Oakley through the duration of the CAP development process.

KEY PERSONNEL

NAME & ROLE PRIMARY RESPONSIBILITIES QUALIFICATIONS
Christine Marez
Vice President - Sustainability,
Energy & ESG Services
B.S., Electrical Engineering, CSULA

LEED AP
Certified Inspector General (CIG)
Envision Sustainability
Professional (ENV SP)
Project Principal
Christine is the Principal authorized
to represent Cumming for
this project. Christine will be
accountable for the overall team
performance, efficiency, schedule
management, and quality of
deliverables.

Christine is the Vice President of Sustainability for Cumming, leading energy project development and sustainability
strategies and initiatives. She is a LEED AP and ENVISION Sustainability Professional (ENV SP) with extensive experience developing and managing projects in the sustainability areas of resource conservation, energy efficiency, and emission reduction. Christine has over 28 years of experience managing large capital programs and 11 years of experience in electric utility design and construction.

Emma Sorrell
Sr. Director of Sustainability
B.S., Urban & Environmental
Policy, Occidental College
GRI Certified Professional
Envision Sustainable Professional
(ENV SP)
TRUE Advisor – TRUE Zero Waste
Rating System, (GBCI)
Certified Employee Transportation
Coordinator, (SCAQMD)
Project Director
Emma is the Project Director
and will oversee the successful
execution of all technical
deliverables.

Emma has over 13 years of experience managing all
aspects of comprehensive climate and sustainability
programs, including strategic planning, program
and project management, program analytics, data
management, and sustainability metric reporting. Emma
has successfully led the on-budget and on-schedule
delivery of climate action plans for multiple cities/
public agencies, including the City of Ellensburg which was adopted by City Council in January 2024. Emma’s
collaborative approach bridges the technical analysis,
strategy development, and community engagement
to produce a highly customized plan that seamlessly
integrates with an organization’s comprehensive strategic plan, community culture, and operational context.

Louis Spanias
Senior Sustainability Manager
MSc., Nature, Society and
Environmental Policy, University
of Oxford
B.S., Society and Environment,
U.C. Berkeley
Envision Sustainability
Professional (ENV SP)
Project Manager
(Lead Contact)
Louis is the Project Manager
for this effort, serving as the
day-to-day team leader and
point-of-contact. He will oversee
all tasks and deliverables, and
will be responsible for team
coordination, daily work planning
and activities, document control,
data management, and ensuring all
tasks are completed on time and
within budget.

Louis is a sustainability and climate practitioner with over a decade of experience leading decarbonization,
climate mitigation, climate adaptation and resilience,
and broader sustainability projects for public and private sector clients. Louis has led projects and programs from the building scale up to the regional level for public transit agencies, cities, counties, community choice aggregators, and businesses, including several strategic climate and sustainability plans. Louis has a deep understanding of community-facing and community-driven climate action
plans, having overseen or directly supported planning
and engagement efforts for numerous jurisdictions.

These plans include but are not limited to the cities of Ellensburg, WA; Tucson, AZ; West Hollywood, CA; and
Oxnard, CA; as well as the counties of San Diego and Los Angeles.
cumming-group.com 9 City of Oakley, Proposal for Planning and Consulting Services 327

KEY PERSONNEL

NAME & ROLE PRIMARY RESPONSIBILITIES QUALIFICATIONS
Zetian "Tim" Zhang
Senior Climate Manager
M.E., Environmental Engineering,
Duke University
B.E., Environmental Engineering,
China Agricultural University
B.A., Business Administration, China
Agricultural University
CARB Lead Verifier
FSA Credential, SASB/IFRS
LEED AP, O+M
GHG Mitigation Lead
Tim will serve as the task leader for
the development of the municipal
and community GHG emissions
inventories and will oversee the
GHG mitigation team in handling,
cleaning, synthesizing, calculating,
and projecting emissions, as well
as identifying GHG reduction
strategies. Tim will also oversee
data management in accordance
with ISO 14064
Tim is a Senior Climate Manager with over six years
of experience and key expertise in GHG accounting,
renewable energy procurement, ESG strategy, reporting,
and corporate climate risk assessment. He has strong
analytical, project management, and stakeholder
engagement skills. Before joining Cumming, Tim
worked for WSP, developing GHG inventories and
climate strategies for Fortune 500 companies in the tech, apparel, consumer products, medical and manufacturing
industries.

Heidi Rous
Sustainability Planning & Policy
B.S., Physics, California State
Polytechnic University, Pomona
Certified Permitting Professional
(CPP) registered with South Coast Air
Quality Management District #86027
GPRO Certified, Urban Green Council
Climate Adaptation Lead
Heidi will serve as the task leader
for the climate vulnerability and
risk assessment, overseeing the
adaptation planning team, and
will lead development of flexible
adaptation pathways
Heidi has over 30 years of experience providing
comprehensive environmental risk management and
assessment services, including climate vulnerability
assessments (CVAs), climate action and adaptation plans (CAAPs), greenhouse gas (GHG) inventories and mitigation strategies, policy and compliance tracking and training, and CEQA documentation. Heidi is currently leading a CVA for the City of Brentwood.

Morgan Rose
Sustainability Project Manager
Master of Urban Planning, University
of Southern California
B.A., International Development
Studies, UCLA
Community Engagement Lead
Morgan will lead the development
of the public and stakeholder
engagement plan and any
subsequent engagement efforts.

She will work closely with the ADA
accessibility specialist to ensure
all engagement activities are fully
accessible.

Morgan is a Sustainability Project Manager for Cumming's Energy and Sustainability Team. As a Master of Urban
Planning (MUP), Morgan specializes in community focused climate and sustainability planning in urban and built
environment contexts, with a focus on engagement and
community-based solutions. She has over 6 years of
experience managing programs and partnerships for a
diverse range of city, state, public, and nonprofit clients, and has led numerous engagement initiatives.

Katya Balakhovsky
Senior Project Manager,
Sustainability & ESG
B.S., Environmental Studies,
University of Southern California
ENV SP
Fundamentals of Sustainability
Accounting (FSA) Credential Level 1
Emission Reduction Specialist
Katya will support the development
of GHG reduction strategies and
other related tasks, including cost/
benefits analyses, responsible
parties, funding sources, and
stakeholder engagement
Katya is a detail-oriented and data-driven Senior Project Manager, specializing in sustainability, climate, and
Environmental Social Governance (ESG) services. Katya
has six years of experience supporting clients through all phases of climate planning, energy efficiency, renewable energy, and other decarbonization strategies. This
includes rigorous data analysis for the development of
GHG reduction calculations and facility energy profiles.

Katya has recently served as the mitigation strategy lead for several climate action plans.
cumming-group.com 10 City of Oakley, Proposal for Planning and Consulting Services 328

KEY PERSONNEL

NAME & ROLE PRIMARY RESPONSIBILITIES QUALIFICATIONS
Jackie Tran
Planning Analyst
B.A., Urban Studies, University of
California, Irvine
Engineer-in-Training in California
(#179711)
Climate Adaptation Planner
Jackie will support Heidi with
conducting the climate vulnerability
assessment, determining risk, and
developing adaptation strategies.

She will also support the CEQA
review.

Jackie is a planning analyst specializing in Safety Element Updates and environmental technical documents
under CEQA/NEPA for a variety of planning projects
involving residential, redevelopment, infrastructure, and commercial uses. Her work focuses on existing conditions analysis, environmental policy, and community outreach.

She has worked on Housing Element Updates, specific
plans, development code amendments, entitlement
processing and design guidelines.

Alice Cao
Planning Analyst
B.S., Environmental Engineering, Cal
Poly, San Luis Obispo
Climate Analyst
Alice will support Heidi with
conducting the climate vulnerability
assessment, determining risk, and
identifying adaptation strategies.

Alice is a planning analyst with a background in
environmental engineering. She has experience in climate action planning, vulnerability assessments, environmental impact assessments and documentation, water and
wastewater emission reduction strategies, and air quality permitting services. She focuses on environmental
technical documents under CEQA. Her recent work
includes Climate Action Plans, Climate Vulnerability
Assessments, environmental justice elements,
greenhouse gas inventory and reduction strategies, and
both residential and industrial type projects of CEQA
documentation.

Brett Reno, P.E.

Senior Energy Manager
B.S., Mechanical Engineering, Cal
Poly, Pomona
PE Mechanical: HVAC and
Refrigeration, NCEES, 2019
Sr. Energy Engineer
As the Sr. Energy Engineer,
Brett will oversee technical
evaluation and selection of energy
efficiency, renewable energy,
and decarbonization strategies,
including identification of
feasibility, cost considerations, and
funding solutions.

Brett Reno is a Senior Energy Manager for Cumming’s
Energy & Sustainability team and leads Cumming's
energy operations and deliverables. Brett has extensive experience leading energy efficiency, distributed energy resources and decarbonization, and resiliency projects, programs, and teams. His experience includes both public agency and private clients in transportation, education, hospitality, retail, and healthcare.

Arvind Subramanya, P.E.

Senior Engineer
Master of Engineering: Mechatronics,
Robotics & Automation, University
of Wollongong, New South Wales,
Australia
B.S., Mechanical Engineering,
Bangalore University, India
Sr. Systems Engineer
As the Sr. Systems Engineer, Arvind
will provide technical evaluation
and advisory support for the review
and selection of systems-based
climate mitigation and adaptation
strategies.

Arvind is a Senior Energy Engineer at Cumming and brings over 15 years of experience in energy management, utility programs, building technologies, sustainability, smart
grid solutions, renewables, and project management.

Arvind has led and worked on energy efficiency programs with utilities, state, city, federal, educational, non-profit, commercial, and industrial sectors. He specializes in
strategic decision-making towards sustainable building
operations; Life Cycle Cost Analysis (LCCA), Total Cost of Ownership (TCO), and Supply/Demand Side Management.

Danielle Garcia
Assistant Project Manager
B.S., Organizational Communication,
University of Portland, OR
ISO 14001: Lead Auditor Training (In
Progress)
Engagement Coordinator
Danielle will support Morgan
with the development and
implementation of a stakeholder
engagement strategy to support
development of the CAP. This
will include defining stakeholder
groups, identifying communication
channels, and coordinating
outreach.

Danielle’s expertise is in supporting outreach and
training programs and projects in the public sector.

Danielle has supported a wide range of environmental
training, outreach, and stakeholder engagement
initiatives, including for the County of San Diego and
the LAC Metropolitan Transportation Authority. She is
experienced in working with internal departments such as communications, marketing, and talent development to
develop and implement engagement strategies. Danielle
is a highly performing and passionate about community
outreach and making a difference wherever she can.
cumming-group.com 11 City of Oakley, Proposal for Planning and Consulting Services 329

KEY PERSONNEL

NAME & ROLE PRIMARY RESPONSIBILITIES QUALIFICATIONS
Kao Saeteurn
Communications Specialist
B.S., Graphic Design with a Minor
in Marketing, California State
University, Sacramento
ADA Engagement Specialist
Kao will advise the engagement
team on ensuring all engagement
activities are ADA accessible
Kao provides graphics, visual communication, and
ADA accessibility direction and support for all types of planning, transportation, and environmental projects. With more than 20 years of experience, he works in partnership with creative writers, planners, and the technical team in developing communication strategies and visuals that
can easily translate technical information into digestible content geared towards the target audience.

Mohamad Khazem
Energy Engineer
B.S., Mechanical Engineering,
University of California, Irvine
Professional, In Process
Certified Building Commissioning
LEED Accredited Professional BD+C
Certified Fitwel Ambassador
Data Analyst
Mohamad will provide
supplemental data analysis support
to the team, ranging from emission
data to energy analysis.

Mohamad is a mechanical engineer at Cumming
specializing in energy management and energy modeling.

He has experience in building energy systems, building
commissioning, microgrids, building technologies,
sustainability, smart grid solutions, renewables, and
project management.

Nick Mata
Cost Manager
B.S., Civil Engineering, University of
California, Berkeley
Certified Professional Estimator
(CPE)
Sr. Cost Manager
Nick will provide input as needed
to the cost-benefit assessments
of proposed mitigation and
adaptation strategies.

Nick has 21 years of cost estimating experience within
the construction industry. With a diverse portfolio of
project experience, Nick’s work has spanned services for civic, science and technology, healthcare, K12, higher
education, and other markets in California. As a cost
management leader, Nick’s background in research
and conceptual estimating for large-scale projects is
invaluable. He is proficient at providing services for capital programs, master plans, facility studies, renovations, new construction, and modernizations alike.
cumming-group.com 12 City of Oakley, Proposal for Planning and Consulting Services 330 Team Organization
Emma Sorrell, TRUE, ENV SP
Project Director
Christine Marez, LEED AP, ENV SP
Principal-In-Charge
Morgan Rose
Engagement Lead
Zetian Zhang, CARB, SASB FSA
Mitigation Lead
Stakeholder Engagement +
Additional Project Support
GHG Emissions Accounting +
Mitigation Planning
Brett Reno, P.E.

Senior Energy Engineer
Katya Balakhovsky,

SASB FSA, ENV SP
Emissions Reduction Specialist
Heidi Rous
Adaptation Lead
Alice Cao
Climate Analyst
Jackie Tran
Climate Adaptation Planner
Danielle Garcia
Engagement Coordinator
Arvind Subramanya, P.E.

Senior Systems Engineer
Climate Vulnerability +
Adaptation Planning
Kao Saeteurn
ADA Engagement Specialist
Mohamad Khazem
Data Analyst
Louis Spanias, ENV SP
Project Manager
Org Chart
Cumming selected staff for each position and role as reflected in the Organization Chart below based on individual team member qualifications pertaining to education, years of industry experience, and past relevant work performed. As such, team members were assigned to functional areas and scope tasks as outlined in the Key Personnel table. Most importantly, these staff were selected based on their commitments to be solutions-oriented contributors .

Nick Mata
Senior Cost Manager
cumming-group.com 13 City of Oakley, Proposal for Planning and Consulting Services 331 Christine Marez, PE, LEED AP ETC (CUMMING GROUP)
Principal in Charge
Christine is a Vice President and head of Sustainability and ESG for Cumming’s global portfolio supporting our clients to achieve carbon reduction and project and program sustainability goals. She is a LEED AP and ENV SP with extensive experience developing and managing projects in the public and private sectors overseeing decarbonization, sustainability and climate solutions, renewable energy, and battery storage strategies.

Christine has over 30 years of experience managing large capital construction programs, and 11 years of experience in electric utility design and construction.

REPRESENTATIVE EXPERIENCE
City of Ellensburg, Sustainability, Climate, and Energy Master Plan City of Ellensburg, WA
Christine overseas the development of a Sustainability and Climate Action Plan for the City of Ellensburg that can be real time and incorporates operations, community resources, and planning criteria for capital improvement projects. Cumming is focused on identifying mitigation measures to meet or exceed compliance with State and Federal policy objectives, including the Clean Buildings Bill (HB 1257, 2019 & SHB 1768, 2021), Clean Energy Transformation Act (CETA) and the Climate Commitment Act (CCA). Cumming is recommending policy options achieving local goals with specific actions to meet energy system and building code compliance targets; and developing of a robust public participation program review of findings, gauge and incorporate community priorities in the planning process.

City of Oxnard, Climate Action Plan
Oxnard, CA
Leads Cumming’s team of professionals for the update of the 2020 City of Oxnard CAP including tracking and reviewing GHG Emission Inventory development, data management, GHG emissions quantification, reporting, and verification; Cumming is supporting the City of Oxnard with the preparation and adoption of a comprehensive Climate Action Plan (CAP), in alignment with Senate Bill (SB) 32 and SB 379. The Cumming team is helping the City develop clear targets, goals, strategies, and actions to enable the City to achieve or exceed its GHG reduction goals while addressing climate adaptation, resilience, risks, and vulnerabilities. As part of this work, the team is preparing community wide and municipal GHG emissions inventories, forecasts, and targets. Based on that information, Cumming is aiding the City with identifying strategies and programs for GHG emissions reduction. As part of the broader CAP development effort, the team is conducting citywide climate change vulnerability and risk assessments to inform the city’s resilience and adaptation strategies. Cumming is also leading the stakeholder engagement effort to solicit feedback through the development of the CAP.

County of San Diego, Energy Resiliency and Equity Report San Diego, CA
Cumming is providing ongoing sustainability services in the areas of energy, water, and waste to the County of San Diego. For this specific project, Cumming is preparing an Energy Resiliency and Equity Report, which entails the development of options for pilot programs/incentives will inform the County’s Climate Action Plan Update and other future planning efforts. The report provide a summary of electrical grid conditions, an evaluation of community-scale climate and energy vulnerability in the unincorporated County, and recommendations around programs supporting building-level electrification and energy efficiency. Christine co-led the development of this technical report to the County, which is aimed at exploring options to enhance community resiliency to energy emergencies throughout the unincorporated areas.

Los Angeles County Metropolitan Transportation Authority, Sustainability Program Management
Los Angeles, CA
Christine works side-by-side with Metro’s Office of Sustainability and Environmental Services Department advancing Metro’s sustainability goals and performance and supporting the comprehensive delivery of sustainability services for Metro’s daily

EDUCATION
• Bachelor of Science, Electrical
Engineering, California State University,
Los Angeles

CERTIFICATIONS
• Leadership in Energy and Environmental
Design (LEED) Accredited Professional
• Certified Inspector General (CIG)
• Envision Sustainability Professional (ENV
SP)
• ISO 20121 Implementation Lead
• GBAC™ Star Accreditation Certified
(Global Biorisk Advisory Council)

AFFILIATIONS
• Society of Hispanic Professional
Engineers (SHPE)
• Construction Management Association
of America (CMAA)
• United States Green Building Council
(USGBC-LA), Executive Board, Vice Chair

PUBLICATIONS / PRESENTATIONS
• Yale University Sustainability: Mechanical
Systems Usage & Economics, Yale
University Sustainability: Mechanical
Systems Usage & Economics
cumming-group.com 14 City of Oakley, Proposal for Planning and Consulting Services 332 operations and capital construction activities across LA County, including 21 Bus and Rail Operating Divisions, bus and rail stops/stations, and a $40B capital construction program.

In this capacity, and has led the development of Los Angeles Metro’s annual Sustainability Report since 2017, including data collection, analysis, report writing, graphics, development of an interactive reporting dashboard, and annual sustainabilty and climate data reporting. Christine oversees a large integrated team of staff and sub-consultants and supports the planning, budgeting, reporting, and administration of Cumming’s consultant contract and project-specific task orders for the following programs: Since 2017, Cumming has led the development and publication of Los Angeles Metro’s annual Sustainability Report and GHG emissions inventory (Scopes 1, 2 and select 3), including all aspects of data collection, trend analysis, report writing, graphics, and report production.

Orange County Transportation Authority (OCTA), Climate Adaptability and Sustainability Plan
Orange County, CA
Principal in Charge for the delivery of services to the Orange County Transportation Authority (OCTA) for climate action, adaptation planning and vulnerability assessment services. Cumming is performing a Gap Analysis to develop a more thorough climate adaptation and sustainability plan. Our team’s scope of work includes GHG emissions inventory, climate vulnerability assessment, and the development of OCTA’s Climate Adaptation and Sustainability Plan. Cumming is helping OCTA identify strategies and programs to drive GHG reductions with a particular focus on the development of energy strategies including energy efficiency and conservation measures, renewable energy generation, clean power purchasing, microgrid and storage technology, and building electrification. The Plan will identify emission reduction and adaptation measures and strategies and will serve as a foundation for OCTA to utilize to further its climate adaptation efforts and GHG emissions reduction for the future.

County of San Diego, Renewable Energy Overlay District Development, Planning & Transportation
San Diego, CA
Project Director for development of the County’s Renewable Energy Overlay District and options for range of Options to streamline the environmental review process for renewable energy projects for the Board’s consideration that is informed by research, best practices, analysis, and stakeholder engagement. Christine provided oversight for outreach activities to community members, stakeholders, solar PV developers, cities, and neighboring municipalities.

New York Climate Exchange (NYCE) / Stonybrook University Governor’s Island Project
New York City, NY
Cumming provides sustainability project oversight and advisory services for the developing of the New York Climate Exchange, this first-of-its-kind international center for the research and development of dynamic solutions to our global climate crisis. The Exchange will also serve as a hub for New Yorkers to benefit from the new green economy by offering workforce development training and educational exhibits. Cumming has developed the project Sustainability Roadmap and implemented a sustainability review process for project designers, engineers, and consultants to assure the achievement of Living Building Challenge, Passive House, LEED, TRUE, and WEDG for specific sustainability elements. Cumming is also identifying sustainability innovation opportunities, strategic partnerships and demonstration projects, and contributing to the project sustainability narrative. The comprehensive scope of services include: Long-range strategic planning, Energy efficiency (decarbonization), infrastructure project development for energy, water, and waste resource conservation measures, renewable energy, energy management, climate resiliency, materials selection (embodied carbon review), and operational GHG emissions management.
cumming-group.com 15 City of Oakley, Proposal for Planning and Consulting Services 333 Emma Sorrell, ENV SP, GRI CP, TRUE ADVISOR (CUMMING GROUP) Senior Director - Sustainability
Emma is the Senior Director of Sustainability for Cumming Group’s Energy and Sustainability team. She has over twelve years of experience spearheading and managing all aspects of comprehensive sustainability programs, including strategic planning, program development, and project implementation services across a wide range of sustainability topic areas. Emma brings a systems approach to her work and is effective at identifying synergistic opportunities and working across silos to build effective partnerships that advance sustainability goals. Emma’s current focus areas include sustainability strategic planning, climate action planning, annual reporting, sustainable procurement, solid waste reduction & diversion, water management, sustainable operations, and behavioral change.

REPRESENTATIVE EXPERIENCE
City of Ellensburg Sustainability, Climate, and Energy Master Plan City of Ellensburg, WA
Emma is the Cumming Group Project Director overseeing the development of a Sustainability and Energy Plan for the City of Ellensburg in partnership with McKinstry.

Building on the City’s Strategic Vision for 2022 – 2027, which includes Sustainable Energy and Sustainable Infrastructure among its guiding strategic pillars, the plan will establish a cohesive roadmap detailing how the sustainability and energy portions of the strategic vision will be executed, while remaining in compliance with state energy legislation, including the Clean Buildings Bill (HB 1257, 2019 & SHB 1768, 2021), Clean Energy Transformation Act (CETA) and the Climate Commitment Act (CCA). Cumming Group is preparing both municipal and community wide baseline GHG emission inventories, and is assisting the City with developing clear targets, goals, and strategies to meet and exceed its strategies plan goals. The plan also considers the needs and impacts to the most vulnerable in the community.

City of Oxnard, GHG Inventory, Climate Action & Adaptation Plan Los Angeles, CA
Cumming supported the City of Oxnard with the preparation and adoption of a comprehensive Climate Action Plan (CAP), in alignment with Senate Bill (SB) 32 and SB 379. The Cumming team is helping the City develop clear targets, goals, strategies, and actions to enable the City to achieve or exceed its GHG reduction goals while addressing climate adaptation, resilience, risks, and vulnerabilities. As part of this work, the team is preparing community wide and municipal GHG emissions inventories, forecasts, and targets. Based on that information, Cumming is aiding the City with identifying strategies and programs for GHG emissions reduction. As part of the broader CAP development effort, the team is conducting citywide climate change vulnerability and risk assessments to inform the city’s resilience and adaptation strategies. Cumming is also leading the stakeholder engagement effort to solicit feedback through the development of the CAP.

Orange County Transportation Authority, Climate Action & Adaptation Plan Orange County, CA
Emma is serving as the Project Director for Cumming to provide the agency’s first Climate Action and Sustainability Plan (CASP) and adaptation planning and vulnerability assessment services. Cumming supported OCTA in identify strategies and programs to drive GHG reductions with a particular focus on the development of energy/fuel strategies including clean vehicle technology, alternative fuels, energy efficiency and conservation measures, renewable energy generation, clean power purchasing, and building electrification. The Plan identifies emission reduction and adaptation measures and strategies and will serve as a foundation for OCTA to further its climate adaptation efforts and GHG emission reductions for the future.

North County Transit District, Sustainability and Climate Action Plan City, State
As the Project Director, Emma is leading the Cumming team in developing a Sustainability and Climate Action Plan for the North County Transit District (NCTD) in northern San Diego County. The plan will fulfill the requirements of the Federal Transit Administration’s “Sustainable Transit for a Healthy Planet Challenge” and align with the APTA Sustainability

EDUCATION
• Bachelor of Science, Urban &
Environmental Policy, Occidental
College, Los Angeles, CA
• Magna cum Laude, Distinction with
Honors
• Phi Beta Kappa Scholar

CERTIFICATIONS
• GRI Certified Professional, Global
Reporting Initiative, 2023
• Envision Sustainable Professional
(ENV SP), Institute for Sustainable
Infrastructure
• TRUE Advisor – TRUE Zero Waste Rating
System, Green Business Certification Inc.
(GBCI)
• ISO 20121 Implementation Lead,
International Organization for
Standardization (ISO)
• Certified Employee Transportation
Coordinator, South Coast Air Quality
Management District (SCAQMD)

CORE CAPABILITIES
• Data Management
• Greenhouse Gas Accounting
• Project Management
• Strategic Planning
• Sustainability Reporting
• Sustainable Supply Chain

SOFTWARE SKILLS
• Microsoft Office Suite

PUBLICATIONS / PRESENTATIONS
• Cumming Insights - White Paper

AWARDS / HONORS
• Innovative Waste Reduction Best
Practice Award, , 2017
cumming-group.com 16 City of Oakley, Proposal for Planning and Consulting Services 334 Commitment and various state climate goals. The project will establish a baseline for the agency’s operational GHG emissions as well as regional GHG displacement as a result of providing transit service and taking cars off the road. The plan will model NCTD’s projected emission reductions through their transition to a zero-emission bus fleet and will identify further emission reduction measures such as renewable energy, microgrid and storage technology, waste diversion, etc.

LA Metro, Annual Sustainability Reporting
Los Angeles, CA
Since 2017, Emma has led the development and publication of Los Angeles Metro’s annual Sustainability Report and GHG emissions inventory (Scopes 1, 2 and select 3), including all aspects of data collection, trend analysis, report writing, graphics, and report production.

Metro reports annually on two sets of sustainability metrics - custom metrics from the agency’s 10-year sustainability strategic plan, Moving Beyond Sustainability, as well as the industry standard metrics defined by the APTA Sustainability Reporting guidelines.

As such, their report includes 30 different sustainability performance metrics ranging from emissions and natural resource use, to workforce development and sustainable procurement. The report conforms with The GHG Protocol, the APTA Sustainability Commitment, ISO 14064, and other applicable standards governing sustainability reporting and verification for public agencies.

LA Metro, Climate Action and Adaptation Plan Implementation Support Los Angeles, CA
Emma is responsible for managing the CAAP implementation tracking system, including monitoring the implementation progress of the Plan measures, as well as other climate related initiatives. The tracking system includes interim milestones, GHG accounting protocols, data collection processes, and data storage systems.

Long Beach Unified School District, District-wide Sustainability/Decarbonization Plan
Long Beach, CA
Cumming created a thorough, District-wide analysis of the District’s energy, water, and waste impacts, past projects and current operations. The analysis includes growth, utility trends and pricing projections, and planned construction and energy/water/ waste reduction projects. The analysis identifies projects and operational changes where carbon and resource impacts can be reduced, and provides project specifics such as cost, payback, project timelines, energy and carbon impacts. The Plan is a detailed roadmap of how the District can achieve Net Zero and other goals, such as Building HVAC Electrification, Decarbonization, Fleet Electrification, Zero Waste, Solar PV and Battery Storage.

Santa Monica-Malibu Unified School District, Sustainability Strategic Plan Santa Monica, CA
Emma spearheaded the development of the District’s award-winning Sustainability Strategic Plan. Developed through a year-long, collaborative process involving the Board of Education, facilities staff, educators, students, parents, and community members, the plan established long-range goals and a systematic roadmap to help the District implement and achieve sustainability across their education, planning, construction, and operational functions. The plan was unanimously adopted by the SMMUSD Board of Education in March 2019 and earned a prestigious Sustainable Quality Award from the City of Santa Monica.

UCLA, Sustainability Manager - Housing & Hospitality Services Santa Monica, CA
Emma directed the UCLA Housing & Hospitality Services Sustainability Program and was responsible for strategic initiatives to achieve the university’s sustainability policy goals including carbon neutrality and zero waste. In this role, Emma oversaw the development, implementation, maintenance and tracking of sustainability programs for over 10 million square feet of building space including housing for 20,000 residents, 3 hotels/conference centers, 9 restaurants, and a large-scale catering operation that provide service to over 110,000 conference attendees per year.
cumming-group.com 17 City of Oakley, Proposal for Planning and Consulting Services 335 Louis Spanias, ENV SP (CUMMING GROUP)
Project Manager
Louis is a Senior Sustainability Manager for Cumming’s Energy and Sustainability team.

He is a sustainability and climate practitioner with over a decade of experience leading sustainability, decarbonization, climate change mitigation including extensive GHG Emission inventory experience and climate adaptation and resilience projects for public and private sector clients. Louis has led projects and programs from the building scale up to the regional level for cities, counties, public agencies, community choice aggregators, and businesses, including several strategic climate and sustainability plans across the United States. Louis also brings experience centering diversity, equity, and inclusion (DEI) in company operations and client projects: he has guided community engagement efforts for urban plans and chaired DEI committees for consulting firms and international associations.

REPRESENTATIVE EXPERIENCE
City of Ellensburg, Sustainability and Energy Plan
Ellensburg, WA
Louis served as Project Manager for the development of a Sustainability and Energy Plan for the City of Ellensburg. Scope of work included an existing conditions assessment, internal stakeholder engagement, a baseline assessment of greenhouse gas emissions, and a final draft of the plan.

County of San Diego, Hydrogen Fueling Readiness Report
San Diego, CA
Louis is managing the delivery of services for Cumming Group as it helps the County prepare a Climate Action Plan Update to reduce greenhouse gas emissions across the unincorporated county area and County facilities. Activities include developing a report to determine the potential needs for hydrogen fueling in the unincorporated area. The report will cover regulatory and planning conditions, an overview of available technologies, and considerations pertaining to hydrogen fueling co-benefits, workforce needs, and equity. It also will evaluate existing transportation patterns and hydrogen infrastructure to determine priority sites for hydrogen fueling infrastructure. The report will conclude with a review of County practices and processes pertinent to hydrogen fueling and provide opportunities for the County to support the advancement of hydrogen fueling in the unincorporated area.

Orange County Transportation Authority, Climate Action & Adaptation Plan Orange County, CA
For this project, Cumming Group is developing a climate adaptation and sustainability plan for Orange County Transportation Authority (OCTA). The scope of work has three primary elements: a greenhouse gas emissions inventory, a climate vulnerability assessment, and the final Climate Adaptation and Sustainability Plan. Louis developed the emissions inventory and forecasting analyses for OCTA’s Climate Adaptation and Sustainability Plan and was a significant contributor to the draft of the plan.

North County Transit District, Sustainability and Climate Action Plan Oceanside, CA
Louis is overseeing the execution and delivery of services for the. development of the North County Transit District’s (NCTD) Sustainability and Climate Action Plan. Scope of work includes a current conditions assessment, a baseline greenhouse gas emissions inventory, emissions calculation training for NCTD staff, goal development, and a final draft of the plan. Louis also specifically led the development of the greenhouse gas emissions inventory and accompanying training and calculation materials for NCTD.

LA Metro, Sustainability Program Assistance Services
Los Angeles, CA
Louis works side-by-side with Metro’s Office of Sustainability and Environmental Services Department managers and staff to systematically advance Metro’s sustainability and climate goals and performance. Project roles include:

EDUCATION
• Master of Science, Nature, Society and
Environmental Policy, University of
Oxford, Oxford, UK
• Bachelor of Science, Society and
Environment, Minor: Public Policy,
University of California, Berkeley

CERTIFICATIONS
• Airport Carbon Accreditation Verifier, ACI
Europe, 2020
• Envision Sustainability Professional
(ENV SP), Institute for Sustainable
Infrastructure, 2019

CORE CAPABILITIES
• Alternative Fuels
• Climate Vulnerability Assessment
• Community Engagement
• Compliance Reporting
• Contract Administration
• Contract Drafting & Negotiations
• Cost-Benefit Analysis
• Curriculum Development
• Dashboards
• Data Analysis
• Data Management
• Editing
• Educational Programs
• Electric Vehicles
• Electric Vehicle Charging
• Emissions Modeling
• Energy Conservation
• Energy Resilience
• Existing Conditions Assessment
• Facilities Operations & Performance
• Feasibility Studies
• Geospatial Analysis
• Government Programs
• Greenhouse Gas Accounting
• Literature Review
• Market Research
• Program Management
• Project Management
• Public Speaking & Presentations
• Renewable Energy
cumming-group.com 18 City of Oakley, Proposal for Planning and Consulting Services 336 Program Manager, Environmental Commodities: Louis oversees compliance reporting and data management on alternative fuels at Metro, including electric vehicle charging stations (EVCS) for buses, non-revenue vehicles, and Metro patrons, renewable and compressed natural gas for buses, and electricity for light and heavy rail. Louis helps Metro manage its quarterly and annual reporting to the California Air Resource Board’s (CARB) Low Carbon Fuel Standard (LCFS) and the U.S. Environmental Protection Agency’s (EPA) Renewable Fuel Standard (RFS) program.

Program Manager, Electrical Vehicle Charging Station Program: Louis oversaw the operation and management of over 100 EVCS owned by LA Metro. Louis worked with a third-party contractor and Metro facilities professionals to maintain Metro’s EVCS network, which included management of a >$600K contract with an EVCS network provider.

Technical Lead and Project Manager, Moving Beyond Sustainability Plan Development, Implementation, and Reporting: Louis co-led the technical analyses and drafting of Metro’s 10-year strategic sustainability plan, Moving Beyond Sustainability.

Louis also supported multiple facets of the plan’s implementation through managed programs and helped develop sustainability reports, GHG emissions inventories, and a public-facing performance dashboard leading up to and after the plan’s adoption in 2020.

City of Oxnard, Climate Action and Adaptation Plan
Oxnard, CA
Louis briefly supported the development of the City’s Climate Action and Adaptation Plan (released in 2022.) Louis also provided analytical and strategy development support that informed the plan’s baseline and projected emissions inventories, as well as its building emissions mitigation strategies.

County of San Diego, Energy Resiliency and Equity Report San Diego, CA
Louis co-led the development of an Energy Resiliency and Equity Report, which entails the development of options for pilot programs/incentives will inform the County’s Climate Action Plan Update and other future planning efforts. The report provide a summary of electrical grid conditions, an evaluation of community-scale climate and energy vulnerability in the unincorporated County, and recommendations around programs supporting building-level electrification and energy efficiency.

City of Tucson, Climate Action and Adaptation Plan
Tucson, AZ
The City of Tucson declared a Climate Emergency in September 2020 and committed to both achieving municipal carbon neutrality by 2030 and preparing a climate action and adaptation plan, titled Tucson Resilient Together (or Tucson Unidos somos resilientes in Spanish). Scope components include an existing conditions assessment, community engagement, greenhouse gas emissions analyses, and the development of the final plan with supporting implementation and monitoring and evaluation plans. Louis served as the project manager for this plan while working at a different firm.

County of Santa Clara, Building Characterization Study and Resilience Recommendations
Santa CLara, CA
Through a task order with Silicon Valley Clean Energy, the County of Santa Clara contracted Buro Happold to develop a building characterization study and preliminary resilience recommendations. The study will assess residential and commercial buildings in the unincorporated areas, which will inform recommendations for energy resilience and equity-centered programs in those areas on behalf of the County. Louis developed the scope of work for the task order, initiated the project, and participated in early elements of the building characterization analyses with the County shortly before departing Buro Happold.
cumming-group.com 19 City of Oakley, Proposal for Planning and Consulting Services 337 Heidi Rous, CPP (KIMLEY-HORN)
Climate Adaptation Lead
Heidi has over 30 years of experience providing comprehensive multi-media environmental risk management and assessment services, including climate vulnerability assessments (CVAs), climate action and adaptation plans (CAAPs), greenhouse gas (GHG) inventories and mitigation strategies, policy and compliance tracking and training, and CEQA documentation. Heidi currently serves as the Project Manager for the climate vulnerability assessment and adaptation planning portion of OCTA’s Climate Adaptation and Sustainability Plan (CASP), Task Lead for Anaheim’s CAP and analyses in support of the PEIR, and served as the Project Director for the Southern California Association of Government’s (SCAG’s) innovative Regional Climate Adaption Framework project, wherein the Southern California Climate Adaptation Planning Guide (October 2020) was developed. She is currently managing numerous climate and resiliency projects including CVAs describing and evaluating the degree to which a city or county’s natural, built, and human systems are at risk of exposure to climate change impacts, including drought and altered precipitation patterns, extreme weather, changes in temperature, increased air pollutants, wildfires, sea level rise, and flood risk. Heidi has managed the creation of Environmental Justice Strategies or Elements to address the specific needs of disadvantaged and vulnerable communities, conducting public outreach, and suggesting new and revised policies and plans.

She is up to date with current applicable modeling tools and is highly fluent with relevant guidance, policies, and regulations related to GHG inventories, air pollutant and health effects modeling, adaptive planning, and climate vulnerability. Heidi has led numerous GHG and climate change projects including community- and agency-wide CAPs, CAAPs, and other project- and program-level GHG reduction plans and adaptation studies. Heidi has extensive experience in preparing community- and agency-wide climate adaptation and mitigation plans and is managing the development of many new climate resilience elements in accordance with Washington’s HB1181. She recently developed and delivered an hour-long webinar for the Air & Waste Management Association entitled “Integrating Climate Vulnerability Assessments in Long-Term Transportation, Land Use, and Infrastructure Planning.”

REPRESENTATIVE EXPERIENCE
• Orange County Transportation Authority (OCTA), Climate Adaptability and Sustainability Plan, Orange County, CA
• Lewis County, Comprehensive Plan Periodic Update and Climate Resilience Element, Lewis County, WA
• City of Anaheim, Community Climate Action Plan (CAP) and PEIR, Anaheim, CA • City of El Monte, Climate Action Plan, El Monte, CA
• Seaport Village Redevelopment Project, Net Zero GHG Plan, San Diego, CA • Port of Virginia, Decarbonization Plan, Norfolk, VA
• Confidential Industrial Client, Net Zero GHG Plan, Southern California • City of Menifee, Climate Vulnerability Assessment, Safety Element, and Environmental Justice, Menifee, CA
• City of Hemet, Climate Vulnerability Assessment, Safety Element, and Environmental Justice Element, Hemet, CA
• City of Dublin, Safety Element Update and Climate Vulnerability Assessment, Dublin, CA
• City of Brentwood, Safety Element Update and Climate Vulnerability Assessment, Brentwood, CA
• City of Solana Beach, Safety Element Update, Climate Vulnerability Assessment, and Environmental Justice Element, Solana Beach, CA
• City of Beverly Hills, Safety Element Update and Climate Vulnerability Assessment, Beverly Hills, CA
• Napa Valley Transit Authority, Raise Grant Submittal – Air Quality and Greenhouse Gas Supplement, Napa, CA

EDUCATION
• Bachelor of Science, Physics, California
State Polytechnic University, Pomona

CERTIFICATIONS
• Certified Permitting Professional (CPP)
registered with South Coast Air Quality
Management District #86027
• GPRO Certified, Urban Green Council
cumming-group.com 20 City of Oakley, Proposal for Planning and Consulting Services 338 Tim Zhang, SASB FSA, LEED AP (CUMMING GROUP)
GHG Mitigation Lead
Tim is the Senior Climate Manager for Cumming’s Energy and Sustainability team, with over six years of experience and key expertise in GHG accounting, renewable energy procurement, ESG strategy, reporting, and corporate climate risk assessment. He has strong analytical, project management, and stakeholder engagement skills. He leads the climate change services for Cumming Group. Tim has worked Fortune 500 companies in the tech, apparel, consumer products, medical and manufacturing industries. Tim is bilingual (English and Chinese) and has lived and worked in the USA and China. He is experienced in cross-cultural communications and thrives working with international teams with diverse and multi-disciplinary backgrounds.

Key expertise:
• Goal setting and science-based targets
• ESG Reporting (CDP, TCFD, GRI, SASB)
• Carbon and Water reduction roadmaps
• Renewable energy procurement (PPA, VPPA)
• Carbon pricing and trading
• Energy system modeling and analytics
• Benchmarking & Portfolio Analysis
• Stakeholder Engagement

REPRESENTATIVE EXPERIENCE
City of Ellensburg Sustainability, Climate, and Energy Master Plan City of Ellensburg, WA
Tim is the GHG Inventory Manager leading the development of the GHG Inventory for the City of Ellensburg that accounts for the municipal and community’s Scope 1, 2, and selected Scope 3 emissions following GHG Protocol guidance for the public sector and leveraging the EPA GHG intensity tool for the local government. Cumming is focused on identifying mitigation measures to meet or exceed compliance with State and Federal policy objectives, including the Clean Buildings Bill (HB 1257, 2019 & SHB 1768, 2021), Clean Energy Transformation Act (CETA), and the Climate Commitment Act (CCA).

Cumming is recommending policy options to achieve local goals with specific actions to meet energy system and building code compliance targets; and developing of a robust public participation program review of findings, gauge and incorporate community priorities in the planning process.

LA Metro, Annual Sustainability Reporting
Los Angeles, CA
Tim supports the development and publication of Los Angeles Metro’s annual Sustainability Report and GHG emissions inventory (Scopes 1, 2 and select 3), including all aspects of data collection, trend analysis, report writing, graphics, and report production.

Metro reports annually on two sets of sustainability metrics - custom metrics from the agency’s 10-year sustainability strategic plan, Moving Beyond Sustainability, as well as the industry standard metrics defined by the APTA Sustainability Reporting guidelines.

As such, their report includes 30 different sustainability performance metrics ranging from emissions and natural resource use to workforce development and sustainable procurement. The report conforms with The GHG Protocol, the APTA Sustainability Commitment, ISO 14064, and other applicable standards governing sustainability reporting and verification for public agencies.

Orange County Transportation Authority, Climate Action & Adaptation Plan Orange County, CA
Tim is serving as the Senior Climate Manager for Cumming to provide climate action, adaptation planning, and vulnerability assessment services to the Orange County Transportation Authority (OCTA). Our team’s scope of work includes conducting a GHG emissions inventory, climate vulnerability assessment, and the development of OCTA’s Climate Adaptation and Sustainability Plan. The final phase of work also includes developing an annual reporting framework and metric calculation template to support OCTA with annual reporting.

EDUCATION
• Master of Engineering, Environmental
Engineering, Duke University, Durham,
NC
• Bachelor of Engineering, Environmental
Engineering & Bachelor of
Administration, Business Administration,
China Agricultural University, Beijing,
China

CERTIFICATIONS
• Certificate in ESG Investing, CFA Institute,
2021
• Fundamentals of Sustainability
Accounting (FSA) Credential, SASB/IFRS
Foundation, 2022
• LEED AP Operations + Maintenance,
Green Business Certification Inc. (GBCI),
2019
• Qualified Water Efficient Landscaper,
Alliance for Water Efficiency, 2020

CORE CAPABILITIES
• Emission Modeling
• ESG Reporting
• GHG Accounting
• Supplier Sustainability Training
• Supply Chain Engagement
• Water Accounting
• Water Risk Assessment

SOFTWARE SKILLS
• ArcGIS
• Energy Toolbase
• Excel VBA
• GaBi
• Google Earth
• Matlab
• Microsoft Office Suite
• Python
• QGIS
• R
• RETScreen
• Tableau
cumming-group.com 21 City of Oakley, Proposal for Planning and Consulting Services 339 North County Transit District, Sustainability and Climate Action Plan Oceanside, CA
As the Senior Climate Manager, Tim is leading the Cumming team in developing a baseline GHG inventory (Scopes 1, 2, and 3) and supporting the development of the Sustainability and Climate Action Plan for the North County Transit District (NCTD) in northern San Diego County. The GHG inventory result will fulfill the requirements of the Federal Transit Administration’s “Sustainable Transit for a Healthy Planet Challenge” and align with the APTA Sustainability Commitment and various state climate goals. The project will establish a baseline for the agency’s operational GHG emissions as well as regional GHG displacement as a result of providing transit service and taking cars off the road.

The plan will model NCTD’s projected emission reductions through their transition to a zero-emission bus fleet and will identify further emission reduction measures such as renewable energy, microgrid, and storage technology, waste diversion, etc. Tim will also support the development of NCTD’s annual sustainability report through 2025, which will communicate performance on the agency’s selected sustainability performance metrics and goals in alignment with GRI and other applicable reporting standards.

Long Beach Unified School District, Districtwide Multiple Projects Long Beach, CA
Tim is the lead Climate Manager overseeing Cumming’s development of Long Beach Unified School District’s first District-wide Sustainability Plan. The scope of work includes analysis of growth, utility trends and pricing projections, and planned construction and energy/water/waste reduction projects. The energy and climate analysis identifies projects and operational changes where carbon and resource impacts can be reduced and provides project specifics such as cost, payback, project timelines, and energy and carbon impacts. The Plan is a detailed roadmap of how the District can achieve Net Zero and other goals, such as Building HVAC Electrification, Decarbonization, Fleet Electrification, Zero Waste, Solar PV, and Battery Storage and current conditions assessment, stakeholder engagement, baseline assessments and target-setting for sustainability performance, goal and strategy development, and development and implementation support of the final plan.

ESG Report and Materiality Assessment, Confidential Hospitality Client Tim led the GHG inventory development and ESG materiality assessment for CDP reporting purposes for a confidential global top 3 hospitality client for 2 consecutive years.

Through Tim’s guidance on the improvement of a more comprehensive GHG inventory and collaboration with the client, the client achieved CDP score improvement in the CDP Climate Change module in both the 2021 and 2022 reporting years.

Global #1 Coffee Retailer, Enterprise GHG, Water and Waste Inventory Seattle, WA
Tim led the GHG inventory (scope 1, 2, and 3), water inventory, and waste inventory for the confidential food and beverage client based in Seattle. Tim also supported the CDP climate and water risk reporting for this client. Tim and his colleagues presented the carbon, water, and waste inventory results to the client’s Chief Sustainability Officer.

Through Tim’s guidance and efforts from the client, the client achieved CDP score improvement for 2 consecutive years in both 2021 and 2022.

Science-based Target Initiative, Confidential Global Airline Company Tim supported the net-zero target development for a leading global airline company and successfully helped the client secure official approval from the Science-based Target Initiative. He researched the Sustainable Aviation Fuel (SAF) market status and provided strategic advice to the airline client on fuel decarbonization pathways.

AFFILIATIONS
• American Society of Adaptation
Professionals (ASAP)

PUBLICATIONS / PRESENTATIONS
• The Proposed SEC Climate Disclosure
Rule and What it Means for Students,
Duke Fuqua School of Business, Mar
2022
• What SEC’s Climate Disclosure Rule
Could Mean for Students and Job
Seekers, GreenBiz, Mar 2022
• WSP USA Climate and Sustainability
Experts Examine Details of the New
Federal Climate Rule Requirements for
Federal Suppliers and Contractors, WSP
Insights, Dec 2022

AWARDS / HONORS
• EDF Climate Corps Fellowship,
Premier Graduate-Level Fellowship in
Environmental Impact, Environmental
Defense Fund, 2019
• EDF Climate Corps Alumni Service
Award, Environmental Defense Fund,
2023

LANGUAGES
• Chinese
• English
• Spanish
cumming-group.com 22 City of Oakley, Proposal for Planning and Consulting Services 340 Morgan Rose, (CUMMING GROUP)
Engagement Lead
Morgan is a Sustainability Project Manager for Cumming's Energy and Sustainability Team.

As a Master of Urban Planning (MUP), Morgan specializes in climate and sustainability planning and program management in built environment contexts. She has over 6 years of experience managing programs, plans, and partnerships for a diverse range of city, state, public, and nonprofit clients.

REPRESENTATIVE EXPERIENCE
City of Ellensburg, Sustainability and Energy Plan
Ellensburg, WA
Morgan supported Cumming's development of a Sustainability and Energy Plan for the City of Ellensburg in Washington. This Plan establishes a cohesive roadmap detailing how the City will comply with state energy legislation and successfully execute the sustainability and energy portions of its strategic vision. A key part of Morgan's role in this project involved analyzing and embedding feedback from the City's community engagement efforts into the Plan's targets, goals, and strategies.

LA Metro, Bus Stop Improvements Project
Los Angeles, CA
Morgan is Project Manager for the Bus Stop Improvements Program at LA Metro. The Bus Stop Improvements Program seeks to facilitate a regionwide conversation focused on enhancing bus stops in Greater Los Angeles. It fosters collaboration across jurisdictions to support the development of both technical and financial strategies that enhance the infrastructure, safety, and customer experience of bus stops in Los Angeles County. Morgan is currently overseeing the development of a robust Program website and resource hub, which will provide Angelenos and jurisdictions access to key materials, tools, and convening opportunities related to bus stop improvements.

LA Metro, Moving Beyond Sustainability Reporting and Dashboard Los Angeles, CA
Morgan supports sustainability reporting and communications for LA Metro. In alignment with Metro's 10-year sustainability strategic plan "Moving Beyond Sustainability," Morgan develops sustainability communications and reporting materials, conducts QA/QC for online sustainability dashboard reporting, and helps manage the content on Metro's sustainability web page.

North County Transit District, Sustainability and Climate Action Plan Oceanside, CA
Morgan is supporting Cumming as it develops a Sustainability and Climate Action Plan for the North County Transit District (NCTD) in northern San Diego County. The plan will fulfill the requirements of the Federal Transit Administration's "Sustainable Transit for a Healthy Planet Challenge" and align with the APTA Sustainability Commitment and various state climate goals. The project will establish a baseline for the agency's operational GHG emissions as well as regional GHG displacement as a result of providing transit service and taking cars off the road. The plan will model NCTD's projected emission reductions through their transition to a zero-emission bus fleet and will identify further emission reduction measures such as renewable energy, microgrid and storage technology, waste diversion, etc.

LA Metro, Sustainability Youth Program
Los Angeles, CA
Morgan serves as the Project Manager for Metro's Sustainability Youth Program. The Youth Program provides professional development pathways, educational initiatives, and leadership opportunities for young Angelenos interested in sustainability and the environment. Morgan leads strategic stakeholder engagement for this initiative. She convenes and facilitates strategic discussions across a diverse cohort of climate and sustainability professionals, internal stakeholders at Metro, and local youth affiliated with Metro's community programming. She coordinates and consolidates feedback derived

EDUCATION
• Master of Urban Planning, University of
Southern California, Los Angeles, CA
• Bachelor of Arts, International
Development Studies, University of
California, Los Angeles

CORE CAPABILITIES
• Data Management
• Project Management
• Strategic Planning
• Urban Planning

CORE CAPABILITIES
• Adobe Suite
• Google Suite
• Microsoft Office Suite
• Python

AWARDS / HONORS
• Dean's Certificate of Merit, Projects
Related to Urban Planning Master's
Degree, USC Price, 2023
• Lowdon Wingo Prize, Exemplary
Academic Achievement in Urban
Planning, USC Price, 2023
• International Development Studies
Academic Award, Award for Exceptional
Thesis Project, UCLA, 2017
cumming-group.com 23 City of Oakley, Proposal for Planning and Consulting Services 341 from these sessions into streamlined, actionable strategic plans that reflect wide-ranging stakeholder input.

LA Metro, Growing a Greener Workforce
Los Angeles, CA
Morgan manages day-to-day logistics and helps lead strategic direction for Metro's Growing a Greener Workforce Program. This Program provides both Metro employees and the general public with educational opportunities focused on climate and sustainability.

A core part of Morgan's work with this Program involves developing strategic outreach plans to best engage both internal Metro employees and Angelenos interested in learning more about sustainability. Morgan leads sessions with internal Metro stakeholders, local environmental nonprofits, and other community-based groups to better understand how to most effectively reach diverse audiences through this Program, with a focus on vulnerable and overburdened Angelenos, and she translates the results of these efforts into strategic outreach plans with ample opportunities for ongoing iteration and refinement.
cumming-group.com 24 City of Oakley, Proposal for Planning and Consulting Services 342 Katya Balakhovsky, SASB FSA, ENV SP (CUMMING GROUP)
Emission Reduction Specialist
Katya is a Senior Project Manager on Cumming’s Sustainability and climate services team.

Katya specializes in sustainability, climate, and Environmental Social Governance (ESG), and has 5 years of experience supporting clients through all phases of sustainability and climate planning. This includes rigorous data analysis for the development of baseline calculations, such as carbon footprints and facility energy profiles. Katya also oversees stakeholder engagement efforts for public agency clients to ensure an effective goal setting approach. Katya assists clients in leveraging baseline data and stakeholder input for the development of achievable targets and strategies related to energy and climate.

Katya also participates in the implementation of sustainability programs, including extensive experience managing training programs related to sustainability.

REPRESENTATIVE EXPERIENCE
City of Oxnard, GHG Inventory, Climate Action & Adaptation Plan Oxnard, CA
Katya is supporting the City of Oxnard with the preparation and adoption of a comprehensive Climate Action Plan (CAP), in alignment with Senate Bill (SB) 32 and SB 379. The Cumming team is helping the City develop clear targets, goals, strategies, and actions to enable the City to achieve or exceed its GHG reduction goals while addressing climate adaptation, resilience, risks, and vulnerabilities. As part of this work, the team is preparing community wide and municipal GHG emissions inventories, forecasts, and targets. Based on that information, Cumming is aiding the City with identifying strategies and programs for GHG emissions reduction. As part of the broader CAP development effort, the team is conducting citywide climate change vulnerability and risk assessments to inform the city’s resilience and adaptation strategies. Cumming is also leading the stakeholder engagement effort to solicit feedback through the development of the CAP.

Val Verde Unified School District, Carbon Footprint Analysis & Net Zero Planning Perris, CA
Cumming facilitated the comprehensive analysis of Val Verde Unified School District's carbon footprint, and oversaw the development of the Districts Net Zero Roadmap. This included ROI analysis for each carbon reduction measure, including lighting, controls, HVAC upgrades and replacements, and considerations for onsite renewables. As part of this project, Cumming conducted energy audits across district sites, and also conducted detailed feasbility analysis for solar at 14 sites, including financials and review of state and federal financial incentives.

North County Transit District, Sustainability and Climate Action Plan Oceanside, CA
Cumming is developing North County Transit District's (NCTD) Sustainability and Climate Action Plan. Scope of work includes a current conditions assessment, a baseline greenhouse gas emissions inventory, emissions calculation training for NCTD staff, goal development, and a final draft of the plan.

Los Angeles Metropolitan Transportation Authority, Growing A Greener Workforce Oceanside, CA
Katya oversees day-to-day logistics as well as strategic direction of Metro's Growing A Greener Workforce program, which is designed to promote Metro's sustainability program, create networking opportunities with key stakeholders, and serve as an engagement tool with equity-focused communities through sustainability education. Katya manages program curriculum, training administration staff, overall training strategy, marketing and coordination with program partners and key stakeholders. To date, the program has facilitated sustainability training and certification for over 1000 Metro employees and over 400 external community members.

Los Angeles Metropolitan Transportation Authority, Environmental Training Institute Oceanside, CA
Katya oversees day-to-day logistics as well as strategic direction of Metro's Growing A Greener Workforce program, which is designed to promote Metro's sustainability program, create networking opportunities with key stakeholders, and serve as an engagement

EDUCATION
• Bachelor of Science, Environmental
Studies, University of Southern
California, Los Angeles, CA

CERTIFICATIONS
• Fundamentals of Sustainability
Accounting (FSA) Credential Level 1
• Envision Sustainability Professional (ENV
SP)

CORE CAPABILITIES
• Carbon Footprint
• Data Analysis
• Data Management
• GHG Analysis
• Materiality Analysis
• Net Zero
• Project Management
• Report-writing
• Solar Assessment
• Stakeholder Engagement
• Strategic Planning

LANGUAGES
• Italian
• Russian
cumming-group.com 25 City of Oakley, Proposal for Planning and Consulting Services 343 tool with equity-focused communities through sustainability education. Katya manages program curriculum, training administration staff, overall training strategy, marketing and coordination with program partners and key stakeholders. To date, the program has facilitated sustainability training and certification for over 1000 Metro employees and over 400 external community members.

Orange County Transportation Authority, Climate Action & Sustainability Plan Orange County, CA
Katya serves as the lead project manager for the development of OCTA's Climate Action & Sustainability Plan. Katya provides oversight as well as directly contributes to key activities such as GHG inventory calculations and scenario modelling, stakeholder engagement strategies, strategy and measure development, and development of a reporting framework. Cumming supported OCTA in identify strategies and programs to drive GHG reductions with a particular focus on the development of energy/fuel strategies including clean vehicle technology, alternative fuels, energy efficiency and conservation measures, renewable energy generation, clean power purchasing, and building electrification. The Plan identifies emission reduction and adaptation measures and strategies and will serve as a foundation for OCTA to further its climate adaptation efforts and GHG emission reductions for the future.

County of San Diego, San Diego, CA Equity, and Resiliency Feasibility Study and Technical Report
San Diego, CA
Cumming is providing Energy, Equity, and Resiliency services and conducting research and analysis and developing technical reports aimed at enhancing community resiliency to energy emergencies throughout the unincorporated area of the County. Katya oversees the delivery of an Electrical Grid Research and Overview Paper containing context/ background, description of energy procurement process, summary of research, permit and planning updates for energy infrastructure, and conclusion; an Evaluation assessment of vulnerabilities in unincorporated communities, Program Options section identifying potential actions the County can take to reduce vulnerabilities of affected communities; and an Analysis of local energy ordinance options, including cost, benefits, schedule, and anticipated adoption rates.

LA Metro Sustainability Program Management Services
Los Angeles, CA
Katya provides crucial project management support on a variety of sustainability-oriented projects for the Los Angeles Metro. She leads records management for environmental training, including analysis of data and writing quarterly reports for Metro’s Growing a Greener Workforce Program. Katya is also a key player in external outreach initiatives to promote this program.
cumming-group.com 26 City of Oakley, Proposal for Planning and Consulting Services 344 Jackie Tran, (KIMLEY-HORN)
Climate Adaptation Planner
Jackie is a planning analyst with experience in both the public and private sector. She specializes in Safety Element Updates and environmental technical documents under CEQA/NEPA for a variety of planning projects involving residential, redevelopment, infrastructure, and commercial uses. Her work focuses on existing conditions analysis, environmental policy, and community outreach. She has worked on long-range comprehensive planning projects, including Housing Element Updates, specific plans, and development code amendments as well as entitlement processing and design guidelines.

Jackie has experience in coordinating with State and local agencies to ensure compliance with State requirements while also addressing community needs. Prior to working at Kimley-Horn, Jacqueline was a Project Coordinator under consultant contract with the County of Orange to review housing development for master planned communities.

REPRESENTATIVE EXPERIENCE
• City of Brentwood, Safety Element Update and Climate Vulnerability Assessment/ Housing Element Update, Brentwood, CA
• City of Santa Cruz, Safety Element Update/Housing Element Update, Santa Cruz, CA • City of Scotts Valley, Safety Element Update/Housing Element Update, Scotts Valley, CA
• City of Beverly Hills, Safety Element Update, Beverly Hills, CA • City of Solana Beach, Safety Element Update, Solana Beach, CA • City of Hemet, Safety Element Update/Environmental Justice Element, Hemet, CA • City of Dublin, Safety Element Update/Housing Element Update, Dublin, CA • City of Hollister, Housing Element Update, Hollister, CA • City of Arcadia, Housing Element Implementation Zoning Code Update, Arcadia, CA • City of Arcadia, Rezones and Code Amendments Implementation Program - 6th Cycle Housing Element Update, Arcadia, CA
• Rancho Mission Viejo, Comprehensive Transportation Funding - Arterial Capacity Enhancement Grant, Orange County, CA
• Exeter Property Group, Exeter Cherry Valley Specific Plan, Beaumont, CA • Moreno Valley Holdings LLC, Moreno Valley Mall Specific Plan, Moreno Valley, CA • Greenlaw Partners LLC, Park 55 Air Quality, Greenhouse Gas, and Noise Technical Studies, Santa Ana, CA
• Raising Canes, Raising Canes Drive-Thru Improvements - Air Quality, Greenhouse Gas, and Noise Technical Studies, Costa Mesa, CA
• City of San Gabriel, 905-909 South Charlotte Avenue Development Project - Air Quality, Greenhouse Gas, and Noise Technical Memo, San Gabriel, CA

EDUCATION
• Bachelor of Arts, Urban Studies,
University of California, Irvine
cumming-group.com 27 City of Oakley, Proposal for Planning and Consulting Services 345 Danielle L. Garcia, (CUMMING GROUP)
Engagement Coordinator
Danielle is an environmental specialist with specific experience in Environmental Management System (ISO 14001) management and certification. Danielle has a background in environmental compliance and sustainability to help clients improve environmental performance and compliance obligations for transportation and infrastructure sectors and clients.

REPRESENTATIVE EXPERIENCE
County of San Diego Energy, Equity, and Resiliency
San Diego, CA
The County of San Diego (County) is currently preparing a Climate Action Plan Update (CAP Update). The overall objective of the CAP Update is to reduce greenhouse gas (GHG) emissions generated from activities within the unincorporated county and GHG emissions generated by County facilities and operational activities throughout the county, including facilities and operations located within incorporated cities. Based on County Board of Supervisors (Board) direction, this plan will meet State goals for Senate Bill 32 (i.e., 40% reduction in GHG emissions from 1990 levels by 2030) and establish actions to achieve net-zero carbon emissions by 2035 – 2045. Cumming Group was approved and currently providing the County of San Diego, Planning & Development Services (PDS) a report on Energy, Equity, and Resiliency services in response to the Board of Supervisor’s direction to conduct research and analysis and develop technical reports inclusive of options aimed at enhancing community resiliency to energy emergencies throughout the unincorporated area of the County. Cumming Group understands the critical necessity of this technical work to inform the development of specific Climate Action Plan (CAP) measures as part of the County’s CAP Update effort.

LA Metro Environmental Training Institute (ETI)
Los Angeles, CA
The Environmental Training Institute (ETI) Compliance Training program currently serves the purpose to train Metro personnel in the environmental aspects associated with hazardous materials, hazardous waste, underground storage tanks, aboveground storage tanks, storm water, recycling, and water and energy conservation concepts.

Additionally, ETI will oversee the new agency wide training supporting the Sustainable Acquisition Program. Cumming will coordinate with Metro’s Environmental Compliance and Sustainability Department (ECSD) to update, implement, and track the ETI program curriculum at all the enrolled EMS divisions that require annual refresher courses.

LA Metro Sustainability Council
Los Angeles, CA
Danielle provides administrative support to the Metro Sustainability Council and saying within compliance with committee laws including the Brown's Act. This support includes planning, organizing, coordinating and overseeing the operations of the sustainability council through:
• Agenda organization and development
• Procurement of discussion items for agenda
• Coordination with presenters (external and internal)
• Record keeping for attendance and council compensation • Minutes and agenda package development and distribution Los Angeles Metropolitan Transportation Authority, Growing A Greener Workforce Los Angeles, CA
Danielle also oversees program development and stakeholder engagement efforts for Metro's Growing a Greener Workplace. This program includes outreach to the community and vendors for continuing education in Sustainablity, diversity, equity, and resiliency. Danielle assists scheduling classes, curriculum development, program design, enrollment, and facilitation of classes onsite at Metro. Her responsibilities also include the management of training participation, tracking, and development of management reports.

EDUCATION
• Bachelor of Science – Organizational
Communication – 2014-2018, University
of Portland, Portland, OR

CERTIFICATIONS
• ISO 14001: Lead Auditor Training (In
Progress)
cumming-group.com 28 City of Oakley, Proposal for Planning and Consulting Services 346 LA Metro, Environmental Management System ISO 14001 Services Los Angeles, CA
Cumming Group provides environmental and sustainability services support Metro operations and capital programs. Our ISO certified professionals are responsible for operations environmental compliance and monitoring for twenty (20) Bus and Rail Operating Divisions. Specific services include administration of Environmental Management System ISO 14001:2015 certifications and annual re-certification; monthly core team and admin meetings; corrective action reports (CARs), mitigation measures; internal auditing and monitoring. Cumming Group manages federal, state, and local environmental regulatory compliance for underground tanks (UST/AST), refrigerants and air quality, and proper disposal of operations hazardous and non-hazardous liquid waste, while confirming compliance on a continual basis.

Project Scope Components
• Mitigation or other performance monitoring, analysis and reporting • Support compliance with other federal, state and local ordinances • Environmental Permitting support
Danielle was instrumental in the oversight of Metro's recent ISO14001 re-certification of Metro's (20) Bus and Rail Operating Divisions.

Port of Los Angeles (POLA), Environmental Management System IS) 14001 Los Angeles, CA
Cumming Group manages the Port’s Environmental Management System (EMS) for operational best practices that help ensure compliance with federal, state, and local environmental regulations; continual improvement; and pollution prevention. This effort includes maintaining an EMS at the Construction and Maintenance Division. Using ISO 14001 provides assurance to internal stakeholders as well as external stakeholders that environmental impact is being measured and improved. Using the ISO 14001 framework of Plan>Do>Check>Act, the EMS builds on the Ports Environmental Policy to synchronize operational best practices with the larger environmental goals and helps to increase employee awareness on how they can reduce their impact on the environment. cumming-group.com 29 City of Oakley, Proposal for Planning and Consulting Services 347 Brett Reno, P.E. (CUMMING GROUP)
Seniro Energy Engineer
Brett Reno is a Senior Energy Manager for Cumming Group's Energy & Sustainability team and leads Cumming Group's energy operations and deliverables. Brett has extensive experience leading energy efficiency, distributed energy resources and decarbonization, and resiliency projects, programs, and teams. His experience includes both public agency and private clients in transportation, education, hospitality, retail, and healthcare.

REPRESENTATIVE EXPERIENCE
California Energy Commission CalSHAPE Program
Statewide, CA
Brett acts as Senior Energy Manager overseeing the program’s requirements for program participation including (i) submittal of program funding applications, management of funding awards and distribution, (ii) performance of the HVAC Assessment of all airhandling units, rooftop units and unitary and single zone equipment of the school site’s HVAC system and subsequent HVAC Assessment Report inclusive of results and findings from the assessment, (iii) development of site-specific estimates for the number and type of all HVAC systems at the site. Cumming Group manages procurement of HVAC and plumbing installers and oversees performance of the contractor for installation of HVAC filters and components, and plumbing fixtures and appliances. Clients include over 50 school districts.

River Delta School District, Solar & Energy Contract Evaluation Rio Vista, CA
Performed a risk assessments and financial analysis of a proposed solar and energy efficiency contract and developed a detailed Technical Analysis and Risk Report that included multiple findings and recommendations to reduce investment costs, contract terms, production guarantee. Coordinated stakeholder engagement workshops between the contractor and school board to refine project scope at greatest benefit to the District.

Woodlake Unified School District, Solar Contract Evaluation Woodlake, CA
Cumming Group performed a risk assessments and financial analysis of a proposed solar contract and developed a detailed Technical Analysis and Risk Report that included multiple findings and recommendations to reduce investment costs, contract terms, production guarantee; Cumming provided backup cost estimates for all equipment installation including electrical equipment and transformer upgrades.

LA Metro, Sustainability Reporting, and Data Management Protocol Los Angeles, CA
Brett support the annual development and publication of Los Angeles Metro’s annual Sustainability Report and GHG emissions inventory (Scopes 1, 2 and select 3), including all aspects of data collection, trend analysis, report writing, graphics, and report production.

Metro reports annually on two sets of sustainability metrics - custom metrics from the agency's 10-year sustainability strategic plan, Moving Beyond Sustainability, as well as the industry standard metrics defined by the APTA Sustainability Reporting guidelines.

As such, their report includes 30 different sustainability performance metrics ranging from emissions and natural resource use, to workforce development and sustainable procurement. The report conforms with The GHG Protocol, the APTA Sustainability Commitment, ISO 14064, and other applicable standards governing sustainability reporting and verification for public agencies. Brett also supports Metro's operation and management of over 100 EVCS owned by LA Metro and maintenance of Metro’s EVCS network, which included management of a >$600K contract with an EVCS network provider.

Anaheim Elementary School District, Anaheim, California, Solar Feasibility Analysis Anaheim, CA
Analyzed Anaheim Elementary School District's portfolio of 26 sites to identify and construct 8.6 MW of solar PV including EV infrastructure for administrator and public parking. Tasks included:

EDUCATION
• Bachelor of Science, Mechanical
Engineering, California State Polytechnic
University, Pomona

CERTIFICATIONS
• Professional Engineer, Mechanical: HVAC
and Refrigeration, NCEES, 2019

SOFTWARE SKILLS
• AGi32
• EnergyPlus
• Energy Toolbase
• eQUEST
• HelioScope
• HOMER Pro
• TRACE 700
• Python
cumming-group.com 30 City of Oakley, Proposal for Planning and Consulting Services 348 • Determine appropriate system sizes by assessing utility and spatial constraints. • Develop EV charging plan; long term cost benefits analysis. • Calculate energy and emissions impacts
• Develop financial models to compare ownership structures • Draft Request for Proposal documentation
Long Beach Unified School District, Districtwide Multiple Projects Long Beach, CA
Brett is the lead Energy Manager overseeing Cumming’s development of for Long Beach Unified School District’s first District-wide Sustainability Plan. The scope of work includes analysis of growth, utility trends and pricing projections, and planned construction and energy/water/waste reduction projects. The energy analysis identifies projects and operational changes where carbon and resource impacts can be reduced, and provides project specifics such as cost, payback, project timelines, energy and carbon impacts. The Plan is a detailed roadmap of how the District can achieve Net Zero and other goals, such as Building HVAC Electrification, Decarbonization, Fleet Electrification, Zero Waste, Solar PV and Battery Storage.

Confidential U.S. Mall Retailer, Energy Audit and Net Zero Carbon Strategy Development
Los Angeles, CA
Brett is the Senior Energy Manager delivering Cumming energy services for 13 flagship client properties across the U.S. Brett oversees Cumming’s energy team of professional engineers, auditors and analysts performing ASHRAE Level II energy audits, data analysis, technical report development, Net Zero measure development, cost assessments, and Owner project presentations. Cumming has identified and developed measures supporting URW’s energy efficiency goal of an overall 20% reduction in energy usage for 2023; and the development of a long term Net Zero Roadmap for facility operations including EV infrastructure for U.S. properties for mall public and employee parking.

Brett also supports URW with sustainability reporting of all resources and recently developed a dynamic PowerBI dashboard tool to URW executives that achieved a vastly more comprehensive and calculated mode of tracking utility usages and cost analysis in real time house resources data, utility bills, energy usage, demand spikes, and costs.

Cumming oversees Client’s greater North American Energy and Sustainability portfolio, implementing widespread corporate changes towards carbon reduction during the pivotal period.

Cities of Santa Barbara & Chula Vista Portfolio Decarbonization Santa Barbara and Chula Vista, CA
Engineered decarbonization roadmaps for cities' portfolios of multiple buildings, including city halls, police department, fire departments, senior centers, event spaces, and parks. Performed ASHRAE II audits to assess existing equipment conditions, identify and calculate energy efficiency measures, develop solar PV and battery storage measures, assess & manage all available incentives and tax credits, analyze fleet electrification, and plan an implementation timeline.
cumming-group.com 31 City of Oakley, Proposal for Planning and Consulting Services 349 Alice Cao, EIT (KIMLEY-HORN)
Climate Analyst
Alice is a planning analyst with a background in environmental engineering. She has experience in climate action planning, vulnerability assessments, environmental impact assessments and documentation, water and wastewater emission reduction strategies, and air quality permitting services. She focuses on environmental technical documents under CEQA, specifically air quality, noise, energy, and greenhouse gases. She has worked on multiple sets of projects, including Climate Action Plans, Climate Vulnerability Assessments, environmental justice elements, greenhouse gas inventory and reduction strategies, and both residential and industrial type projects of CEQA documentation.

REPRESENTATIVE EXPERIENCE
• Orange County Transportation Authority (OCTA), Climate Adaptability and Sustainability Plan, Orange County, CA – Planning Analyst • City of Anaheim, Community Climate Action Plan (CAP) and PEIR, Anaheim, CA – Planning Analyst
• Seaport Village Redevelopment Project, Net Zero GHG Plan, San Diego, CA – Planning Analyst
• City of Hemet, Climate Vulnerability Assessment, Safety Element, and Environmental Justice Element, Hemet, CA – Planning Analyst
• City of Dublin, Safety Element Update and Climate Vulnerability Assessment, Dublin, CA – Planning Analyst
• Santa Monica Art Project CEQA & Proposal Support, Santa Monica, CA – Planning Analyst
• Wetherly Palms, Air Quality Impact Assessment, West Hollywood, CA – Lead Planning Analyst
• City of Irwindale, 14005 Live Oak Irwindale Project, Irwindale, CA – Planning Analyst • City of Norwalk, Norwalk Lowes Project, Norwalk, CA – Planning Analyst • City of Long Beach, 5910 Cherry Avenue Environmental Impact Report, Long Beach, CA – Planning Analyst
• WattEV, Sacramento County WattEV Innovative Freight Terminal (SWIFT) Project, Sacramento, CA – Planning Analyst
• City of San José, Good Samaritan Hospital Project, San José, CA – Planning Analyst • Caltrans, San Pablo Avenue Safety Enhancements Project, Oakland, CA – Planning Analyst
• City of East Palo Alto, Four Corners Mixed Use Project, East Palo Alto, CA – Planning Analyst

EDUCATION
• Bachelor of Science, Environmental
Engineering, California Polytechnic State
University, San Luis Obispo

CERTIFICATIONS
• Engineer-in-Training in California
(#179711)
cumming-group.com 32 City of Oakley, Proposal for Planning and Consulting Services 350 Kao Saeteurn, (KIMLEY-HORN)
ADA Engagement Specialist
Kao provides graphic and visual communication direction and support for all types of planning, transportation, and environmental projects. With more than 20 years of experience, he works in partnership with creative writers, planners, and the technical team in developing visuals that can easily translate technical information into digestible content geared towards the target audience. Many of his responsibilities include the development of a brand identity, exhibits, public presentations, renderings, videos, web sites, and more.

His skillsets lend him to be an expert in the application of design tools including Adobe Creative Suite, WordPress, Sketchup, Lumion, and more.

REPRESENTATIVE EXPERIENCE
• Caltrain Corridor Crossings Strategy, San Carlos, CA – Creative Specialist • MAPS 4 BRT, Oklahoma City, OK – Creative Specialist
• Better Bus, Metro, Washington DC – Document Specialist • Caltrain San Francisco Railyards – Graphic Designer
• Caltrain San Jose Diridon Project – Graphic Designer
• Alameda-Contra Costa Transit District (AC Transit), Line 51 Corridor Delay Reduction and Sustainability Project,
• Alameda/Berkeley/Oakland, CA – Graphic Designer
• Alameda County Transportation Commission (Alameda CTC), I-80 Integrated Corridor Mobility (ICM) Project,
• Alameda/Contra Costa Counties, CA – Graphic Designer
• Santa Clara Valley Transportation Authority (SCVTA), Program Management Services for BART Silicon Valley (BSV) Extension,
• San Jose, CA – Graphic Designer
• Royal Investors Group, LLC, Avanti South Specific Plan, Lancaster, CA – Graphic Designer
• City of San Marcos, San Marcos Boulevard Complete Streets, San Marcos, CA – Graphic Designer
• City of National City, D Avenue and 12th Street Roundabout (Safe Routes to School), National City, CA – Graphic Designer
• City of Agoura Hills, Kanan Road/Agoura Road Ultimate Intersection Improvements Project, Agoura Hills, CA – Graphic Designer
• City of Capitola, Housing Element Update, Capitola, CA – Graphic Designer • Los Angeles County, Dept of Public Health, Pedestrian Plans Project, Los Angeles County, CA – Graphic Designer
• Pembrook Development, LLC, Castellina Specific Plan and Master Plan, Madera, CA – Graphic Designer
• City of Salinas, Downtown Vibrancy Plan, Salinas, CA – Graphic Designer • City of Santa Rosa, Transit Mall Revitalization and Wayfinding Project (Santa Rosa Transit Mall), Santa Rosa, CA – Graphic Designer
• City of Scotts Valley, General Plan, EIR, and Climate Action Plan, Scotts Valley, CA – Graphic Designer

EDUCATION
• Bachelor of Science, Graphic Design with
a Minor in Marketing, California State
University, Sacramento
cumming-group.com 33 City of Oakley, Proposal for Planning and Consulting Services 351 Arvind Subramanya, P.E., CBCP ® (CUMMING GROUP)
Senior Systems Engineer
Arvind is a Senior Energy Engineer at Cumming and brings over 16 years of experience in energy management, utility programs, building technologies, sustainability, smart grid solutions, renewables, and project management. Arvind has led and worked on energy efficiency programs with utilities, state, city, federal, educational, non-profit, commercial, and industrial sectors. He specializes in strategic decision-making towards sustainable building operations; Life Cycle Cost Analysis (LCCA), Total Cost of Ownership (TCO), and Supply/Demand Side Management. In addition, Arvind has led several commissioning, retro-commissioning, and monitoring based commissioning projects and has authored research projects developing white papers and articles to support energy efficiency, sustainability, and electric load management.

REPRESENTATIVE EXPERIENCE
CA Energy Commission CalSHAPE Energy Program
Multiple Locations, CA
Arvind oversees Cumming's energy team performing energy analysis and field auditing for the CA Energy Commission (CEC) CalSHAPE Grant Program for over 40+ K-12 clients throughout California projects; includes requirements for program participation including (i) submittal of program funding applications, management of funding awards and distribution, (ii) performance of the HVAC Assessment of all air-handling units, rooftop units and unitary and single zone equipment of the school site’s HVAC system and subsequent HVAC Assessment Report inclusive of results and findings from the assessment, (iii) development of site-specific estimates for the number and type of all HVAC systems at the site. Cumming’s in-house cost estimators develop line-item costs for materials, labor, and other costs per the CEC allowable labor rates and include brief narratives explaining the use of funds for any other costs.

LA Metro, Sustainability Program Assistance Services
Los Angeles, CA
Arvind is responsible for the development of energy efficiency projects, renewable energy and battery storage, microgird project development and commissioning program support for the Metro’s Environmental Compliance and Sustainability department. Other services include Energy Conservation & Renewable Energy Management, and Construction management Support for the implementation of energy project development and construction. Arvind is also responsible for Metro’s commissioning services oversight for all Measure M capital projects including the development of Owner OPR documents, and BOD; contractor bid specifications for commissioning; and construction Cx oversight for bus and rail capital projects.

NBC Universal Sheriff's Office
Los Angeles, CA
Arvind oversees new building Commissioning services to NBC Universal company at its sheriff's office facility located in Southern California. Services have included project management, project tracking, Cx plan development, performing design reviews, prefunctional checklists, functional test procedures, BMS/EMS assessments, energy modeling, HVAC system controls tune-ups, and overall project delivery.

Local Bounti Indoor Ag Commissioning
Multiple Locations, Nationwide
Arvind oversees new building Commissioning services to the Local Bounti company at its three state-of-the-art indoor agricultural facilities spread across three states (Atlanta, Texas, and Washington). Services have included Cx plan development, performing design reviews, pre-functional checklists, functional test procedures, BMS/EMS assessments, energy modeling, and HVAC and system controls tune-ups. The facilities have the latest technology in agricultural industry and requires knowledge and application of latest engineering and project management process.

EDUCATION
• Master of Engineering: Mechatronics,
Robotics & Automation, University of
Wollongong, New South Wales, Australia
• Bachelor of Mechanical Engineering,
Bangalore University, India
• Diploma in Software Network Centered
Computing NIIT
• Diploma in Software Technology and
Systems Management NIIT

CERTIFICATIONS
• Professional Engineer (P. E.): Mechanical
Engineering
• Certified Building Commissioning
Professional | CBCP®

SOFTWARE SKILLS
• eQuest 3.65
• EnergyPro
• TRACE 700
• Visual 3D Lighting Simulation
• AutoCAD
• Air Master+
• MS Word, Excel, PowerPoint

PUBLICATIONS / PRESENTATIONS
• The publication lays groundwork for
how to optimize a facility to operate
as an automated load management
resource through the integration of
real-time communication of addressable
loads and distributed energy resources
with utility smart meter data to modify
building loads based on control
algorithms., Automated intelligent
Distributed Energy Resource (DER)
management, 2019
cumming-group.com 34 City of Oakley, Proposal for Planning and Consulting Services 352 LA Metro Work Order Conditions Assessment Services
Los Angeles, CA
Arvind oversees Cumming's team performing Transit Facilities Condition Assessment and inspection services for over 100 locations, facilities, and assets order to improve Metro’s capabilities to maintain a State of Good Repair (SGR) and provide the information to fully respond to the Federal Transit Administration’s (FTA) Final TAM regulation requirements.

Arvind overseas the team of electrical, mechanical, civil, and structural engineers assessing metro stations, maintenance and operations yard facilities, and general administration buildings. Arvind manages Cumming's in-house cost estimators in the development of primary and secondary category replacement and maintenance costs.

URW Energy Audits
Multiple Locations, Nationwide
Arvind leads Energy Audit and Analysis services for URW 13 flagship properties across the U.S. He manages and work with Cumming’s energy team of professional engineers, auditors and analysts performing ASHRAE Level II energy audits, data analysis, technical report development, Net Zero measure development, cost assessments, and Owner project presentations. Cumming has identified and developed measures supporting URW’s energy efficiency goal of an overall 20% reduction in energy usage for 2023; and the development of a long term Net Zero Roadmap for facility operations.

Orange County Healthcare Campus El Toro
Orange, CA
Arvind oversees Commissioning services for the new-build “Orange County El-Toro Project” will be an estimated 68,000 SF facility two-story facility situated on a 4-acre site.

The new facility will be designed to integrate administrative and operational wings of several county facilities under the same “campus” environment. Project will be developed as a new center for the operation of the Orange County Emergency Medical Services (OCEMS), Orange County Public Health Laboratory (OCPHL) & Orange County Health Care Agency (OCHCA) Administration.

Orange County Transportation Authority , Facility Condition Assessments Orange, CA
Arvind led a comprehensive Facility Condition Assessment (FCA) at the Orange County Transportation Authority (OCTA) sites, which involved 14 properties and 67 facilities.

Project included development and complete assessment of facility components across 10 disciplines such as substructure, shell, interiors, conveyance, plumbing, HVAC, fire protection, electrical, equipment, and non-real properties. The project helped the agency prioritize elements of the work to create an overall strategic implementation plan based on priorities and cost estimators quantified the assessed needs for future project planning.

Judicial Council of CA Courthouse Commissioning
Multiple Locations, CA
Arvind oversees Commissioning services to the Judicial Council of California (JCC) for various construction projects for the state’s civil and criminal courthouses. Services have included Cx plan development, performing design reviews, pre-functional checklists, functional test procedures, BMS/EMS assessments, energy modeling, and HVAC and system controls tune-ups for Burbank, Metrolink, and Compton Courthouse projects. cumming-group.com 35 City of Oakley, Proposal for Planning and Consulting Services 353 Mohamad Khazem, LEED AP BD+C (CUMMING GROUP)
Data Analyst
Mohamad is a mechanical engineer at Cumming specializing in building energy systems and building commissioning. He has experience in energy management, ASHRAE Level I, II, and III energy audits, building performance, microgrids, building technologies, sustainability, smart grid solutions, renewables, and project management.

REPRESENTATIVE EXPERIENCE
CA Energy Commission CalSHAPE Energy Program
Multiple Locations, CA
Mohamad supports Cumming’s school district clients with energy analysis, and FVCA diagnostic assessments for the CA Energy Commission CALSHAPE Grant program for school reopening ventilation and plumbing, including onsite data collection audit, supporting in developing cost estimates for assessment and maintenance, and CEC coordination. Mohamad performs energy analysis and field auditing for the CA Energy Commission (CEC) CalSHAPE Grant Program for over 40+ K-12 clients throughout California projects; includes requirements for program participation including (i) submittal of program funding applications, management of funding awards and distribution, (ii) performance of the HVAC Assessment of all air-handling units, rooftop units and unitary and single zone equipment of the school site’s HVAC system and subsequent HVAC Assessment Report inclusive of results and findings from the assessment, (iii) development of site-specific estimates for the number and type of all HVAC systems at the site. Cumming’s in-house cost estimators develop line-item costs for materials, labor, and other costs per the CEC allowable labor rates and include brief narratives explaining the use of funds for any other costs.

LA Metro, Sustainability Program Assistance Services
Los Angeles, CA
Mohamad supports the development of energy efficiency projects, renewable energy and battery storage, microgrid project development and commissioning program support for the Metro’s Environmental Compliance and Sustainability department. Other services include Energy Conservation & Renewable Energy Management, and Construction management Support for the implementation of energy project development and construction, and ETAM Facility Condition Assessment mechanical audits at metro facilities.

LA Metro, Los Angeles Transit Facility Condition Assessments Los Angeles, CA
Mohamad is the mechanical engineer responsible for performance of LA Metro's Transit Facilities Condition Assessments for over 395 locations, facilities, and assets. Mohamad is responsible for analysis and development of facility condition report, did analysis, condition ratings, cost estimating completed in accordance with the Federal Transit Administration’s (FTA) Final TAM regulation requirements. Mohammad work side-by-side with electrical, civil, and structural engineers to assess above and below ground stations, rail maintenance and operations yard facilities, and general administration buildings.

URW Energy Audits
Multiple Locations, Nationwide
Mohamad provided support for the Energy Audit and Analysis services for 13 URW flagship properties across the U.S. He performed ASHRAE Level II energy audits, data analysis, technical report writing, incentive research, and calculation. He also helps come up with energy conservation measures that help improve overall building energy efficiency and reduce carbon footprint. Cumming has identified and developed measures supporting URW’s energy efficiency goal of an overall 20% reduction in energy usage for 2023; and the development of a long-term Net Zero Roadmap for facility operations.

Southern California Regional Energy Network (SoCalREN)
Multiple Locations, CA
Mohamad is a Project Engineer facilitating the administration of Southern California Regional Energy Network (SoCalREN) programs for school district clients, including utility

EDUCATION
• Bachelor of Science, Mechanical
Engineering, University of California,
Irvine

CERTIFICATIONS
• Certified Fitwel Ambassador
• LEED AP Building Design + Construction
(LEED AP BD+C)
• Certified Building Commissioning
Professional (CBCP), In Process

SOFTWARE SKILLS
• Bluebeam
• EnergyPro
• eQUEST
• Microsoft Office Suite
• Revit Architecture
• Sefaira
• SketchUp
• SolidWorks

AFFILIATIONS
• Member, U.S. Green Building Council\

LANGUAGES
• Arabic
• Spanish
cumming-group.com 36 City of Oakley, Proposal for Planning and Consulting Services 354 data analysis, ASHRAE Level 2 audit coordination and support, identification of energy efficiency measures, and report development.

Orange County Transportation Authority, Facility Condition Assessments Orange County, CA
Mohamad serves as the lead HVAC Mechanical Engineer and field assessor for OCTA’s Facilities Condition Assessment. He oversees a team of inspectors and manages data collection/management, calculations of facility condition ratings, and cost analysis. He leads the team of field assessors for civil , structural, architectural, HVAC, electrical, and fire, life, safety and performs administration of the project and coordination with multiple subconsultant teams.

Anaheim Union High School District,Solar Assessment & Energy Analysis Orange County, CA
Mohamad supports various public clients with conducting solar feasibility assessments and studies of existing systems. He also compiles energy use indicators and assists clients in pinpointing energy projects with the highest potential and renewable energy proforma, financial analysis, procurement support, and construction management of project installations. Anaheim Union High School District, 6MW Solar System, Project Manager – Mohamad is the project/construction manager for this 6MW project over 10 sites; he oversees design reviews, construction scheduled, project budget, and all project administration
Various Corporate Clients (Confidential)
Mohamad worked as a Building Performance Specialist and led team of researchers, energy modelers, and sustainability specialists. Job duties included:
• Assisted architectural and engineering teams in establishing project goals for energy savings and occupant health and wellness. Setting project EUI goals as part of the AIA 2030 Challenge
• Responsible for Title 24 and LEED energy modeling for commercial buildings including K-12, higher education, civic, healthcare, developer, and office • Assisted in the completion of LEED credits and created energy models and recommending design measures to maximize building performance • Performed comparative analysis on design scenarios such as façade, HVAC, and shading
• Estimated solar PV system sizes for project teams
• Provided HVAC load calculations to assist mechanical team with preliminary system selection
cumming-group.com 37 City of Oakley, Proposal for Planning and Consulting Services 355 Nick Mata, CPE (CUMMING GROUP)
Senior Cost Manager
Nick serves as Regional Director and has 21 years of cost estimating experience within the construction industry. With a diverse portfolio of project experience, Nick’s work has spanned services for science and technology, healthcare, K12, higher education, civic, and other markets in California. As a cost management leader, Nick’s background in research and conceptual estimating for large-scale projects is invaluable. He is skilled in leading cost teams through milestone estimating, value engineering analysis, change order evaluation, and estimate reconciliation for projects across all sectors. He is proficient at providing services for capital programs, master plans, facility studies, renovations, new construction, and modernizations alike.

REPRESENTATIVE EXPERIENCE
• Bahia Childcare Center, Exterior Renovations & Restroom Mods., Berkeley, CA • City and County of SF, New Animal Care and Control Building, San Francisco, CA • City and County of SF, Traffic Company and Forensic Services Division Facility, San Francisco, CA
• City of Alameda, Demolition of Sixteen Existing Buildings, Alameda, CA • City of Berkeley, Center Street Parking Garage Replacement Plan, Berkeley, CA • City of Berkeley, Mental Health Services, Low Voltage, AV/IT Systems and Security, Berkeley, CA
• City of Berkeley, Offices for Zero Waste Division Renovations, Berkeley, CA • City of Berkeley, Pool Estimates Updates, Berkeley, CA • City of Berkeley, Rose Garden Trellis Repair/Rehabilitation Options, Berkeley, CA • City of Berkeley, Telegraph-Channing Parking Garage Elevator Upgrades, Berkeley, CA • City of Cupertino, As-Needed Cost Estimating Services, Cupertino, CA • City of Cupertino, City Center Renovation, Cupertino, CA • City of Healdsburg, City Hall Renovation & Expansion Options for Dept. Consolidation and New Community Dev. Center, Healdsburg, CA
• City of Lompoc, New Transit Maintenance Fac. & Bus Shade Structures, Lompoc, CA • City of Menlo Park, Life-cycle Cost Study, Menlo Park, CA • City of Monterey, Conference Center Major Renovation, Monterey, CA • City of Napa, Historic Borreo Bldg. Post-Earthquake Assessment & Repair Plan, Napa, CA
• City of Oakland, Downtown Senior Center Interior Improvements, Oakland, CA • City of Palo Alto, New Operations Center, Palo Alto, CA • City of Palo Alto, New Public Safety Building and California Avenue Parking Garage, Palo Alto, CA
• City of San Jose, New Municipal Water System Office Complex, San Jose, CA • City of San Jose, Municipal Water Resources Facility Reno/New Build Feasibility Options, San Jose, CA
• City of San Ramon, New City Hall, San Ramon, CA
• City of Santa Clara, Utilities Corp Yard Field Services Center Office Building Renovation, Santa Clara, CA
• City of Sunnyvale, Civic Center Modernization Master Plan, Sunnyvale, CA • Contra Costa County, New Emergency Operations Center Feasibility Study, Martinez, CA
• Contra Costa County, New Public Safety Building and Emergency Operations Center, Martinez, CA
• County of San Mateo, New County Office Bldg. 3, Redwood City, CA • County of Santa Clara, 70 West Hedding Tenant Improvements including District Attorney’s Office and County Register’s Offices, San Jose, CA • County of Santa Clara, Civic Center Campus Renovation/New Construction Master Plan, San Jose, CA
• County of Santa Clara, Crime Lab Water Quality Project, San Jose, CA • County of Santa Clara, SCVMC New Ambulatory Specialty Center, San Jose, CA • County of Santa Clara, East Wing Building Management System Upgrade Phase 2, San Jose, CA
• County of Santa Clara, Former City Hall Re-Use Feasibility Study, San Jose, CA • County of Santa Clara, New Silver Creek Warehouse, San Jose, CA

EDUCATION
• Bachelor of Science, Civil Engineering,
University of California, Berkeley

CERTIFICATIONS
• Certified Professional Estimator (CPE),
American Society of Professional
Estimators, No. 1.4-000109-0715, 2015

SOFTWARE SKILLS
• Bluebeam
• Microsoft Office Suite
• Outlook

YEARS OF EXPERIENCE
• 22 Years
cumming-group.com 38 City of Oakley, Proposal for Planning and Consulting Services 356 • County of Santa Clara, Roads & Airports Dept. New Administration and Operations Buildings - 3 Planning Options, San Jose, CA
• County of Santa Clara, Sheriff Admin. Bldg. New 12kV Switchgear & MV Breakers Replacement, San Jose, CA
• County of Santa Clara, Silver Creek Campus Programming Study, San Jose, CA • East Bay Municipal Utility District, Administration Bldgs. HVAC System Upgrade, Oakland, CA
• GSA Robert F. Peckham Federal Building, Limited Repair & Alteration Project, San Jose, CA
• Judicial Council of California, New Courthouse, Sacramento, CA • Judicial Council of California, New Shasta County Courthouse MEP Sys., Redding, CA • Monterey Peninsula Regional Park District - Rancho Canada Unit, Property Reuse for Operations/Maintenance Bldg.-Dog Park-Public Restroom-CalFire Emergency Staging Area/Helipad, Carmel, CA
• Napa County, Former Corporate Center Conversion Study to Health & Human Services Agency Offices, Napa, CA
• Napa County, Health & Human Services Agency South Campus TI Study, Napa, CA • Napa County, Health & Human Services Agency TIs at Two Lab Buildings, Napa, CA • Napa County, New Criminal Courthouse Courtroom Build-Out, Napa, CA • Napa County, New Mental Health Crisis Stabilization Unit, Napa, CA • Napa County, South Campus Roofing, Napa, CA
• Placer County, New Crime Lab Feasibility Study & Update, Auburn, CA • San Mateo County Health Sys., Cordilleras Mental Health Facility Replacement, Redwood City, CA
• Santa Clara County Housing Authority, 1st Street Office Building TI for New HQ Offices, San Jose, CA
• Santa Clara County Housing Authority, East Santa Clara Entitlements Package, San Jose, CA
• Santa Clara County, Re-Entry Resource Center Building Assessment, Santa Clara, CA • Snohomish County, New 911 Facility Assessment/Study, Everett, WA • Stanislaus County, New Empire Branch Library, Empire, CA • Stanislaus County, Town Square Planning & Bldg. E Site Improvements, Ceres, CA • Stanislaus County, Turlock Public Library Expansion & Renovation Bridging Phase, Turlock, CA
• Stanislaus County, Turlock Branch Library Expansion & Renovation Visioning/Master Plan, Turlock, CA
• U.S. Mint, Anchorage/Bracing of MEP Equipment/Distribution Systems & Lighting, San Francisco, CA
cumming-group.com 39 City of Oakley, Proposal for Planning and Consulting Services 357 Section 2
Comparable Consulting
Experience
358
Provide information about previous consulting experience related to climate action planning, vulnerability analysis, community engagement, etc. Information shall include: a. Name, location, and characteristics of projects. b. History in performing work required and bringing projects within scope of work, schedule, and budget. Include original budget and final cost of project. c. Date and duration of any similar projects. d.

Description of important features of similar projects.

Climate Action & Adaptation Plan Development (Cumming Group) City of Oxnard | Oxnard, CA
Scope of Work: Cumming Group supported the City of Oxnard with the preparation and adoption of a comprehensive Climate Action and Adaptation Plan (CAAP), in alignment with Senate Bill (SB) 32 and SB 379, in partnership with Environmental Science Associates. The resulting CAAP provides a roadmap for how the city will reduce GHG emissions and mitigate the impacts of climate change on public health, infrastructure, ecosystems, equity, and public spaces. The CAAP also provides detailed targets and strategies to meet 2030 and 2050 goals, while assessing Oxnard’s unique risks and vulnerabilities associated with climate change in order to plan a more resilient community. Our team developed citywide GHG emissions inventories for both community and municipal operations for the 2018 year, including municipal, agricultural, commercial, industrial, and residential emissions. Cumming Group identified strategies and programs to drive GHG reductions with a particular focus on the development of energy strategies including energy efficiency and conservation measures, renewable energy generation, clean power purchasing, microgrid and storage technology, and building electrification. Cumming Group also spearheaded the community engagement efforts for municipal and community stakeholders, including surveys, workshops, and council briefs.

Contract Start/End: May 2020- June 2022
Original Budget: $411,490 | Final Cost: $411,490
Sustainability and Climate Strategic Planning (Cumming Group) City of Ellensburg | Ellensburg, CA
Scope of Work: In 2022, Cumming Group was selected to help develop the City of Ellensburg’s (WA) first Sustainability and Energy Plan in partnership with McKinstry, which would ensure the City’s compliance with the State of Washington’s Clean Energy Transformation Act (CETA) and Climate Commitment Act (CCA). Cumming Group was scoped to lead the plan’s development and emissions analyses, including municipal and community-wide GHG emissions inventories and associated emission reduction strategies. Each inventory covered Scope 1 and Scope 2 emissions and were developed using the U.S. EPA’s Local Greenhouse Gas Inventory Tool. The completed tool, analyses, and methodology were provided to the City to support in-house development of future municipal and community-wide inventories. Cumming Group prepared strategy matrices for the City’s review, providing context on the scope of certain measures (municipal vs. community-wide), and prepared both the draft and final versions of the Sustainability and Energy Plan. The project also included a robust public survey process to gauge and incorporate community priorities in the planning process.

Contract Start/End: October 2022 - January 2024
Original Budget: $200,000 | Final Cost: $200,000
Climate Adaptation Plan Development (Kimley-Horn)
City of Brentwood | Brentwood, CA
Scope of Work: Kimley-Horn is preparing the Housing Element Update for the City of Brentwood, along with updating the Safety Element. In accordance with SB 379, Kimley-Horn is performing a climate vulnerability assessment to assess the vulnerability of the City’s assets, defined to include infrastructure, services, functions, and population, to the effects of a changing climate.

Environmental stressors are expected to include, at a minimum, changing precipitation patterns, rising temperatures, flooding, and wildfires. The assessment will also review existing policies and goals to determine the adaptive capacity of the City’s sensitive assets.

Contract Start/End: November2021- Present
Original Budget: $501,665 | Final Cost: $501,665
Comparable Consulting Experience
cumming-group.com 41 City of Oakley, Proposal for Planning and Consulting Services 359 Climate Adaptation and Sustainability Plan (Cumming Group + Kimley-Horn) Orange County Transportation Authority | Orange County, CA Scope of Work: Cumming Group and subconsultant Kimley-Horn were selected by the Orange County Transportation Authority (OCTA) to develop the agency’s first Climate Adaptation and Sustainability Plan (CASP), aimed at establishing and tracking progress towards the agency’s low-carbon targets, establishing policies and guidelines to lower GHG emissions throughout their operations, and providing for resiliency and adaptation considerations in their long-range planning efforts and capital improvement plans.

Our team’s scope of work includes baselining the agency’s GHG emissions, conducting a climate vulnerability assessment for seven relevant climate hazards (air quality, flooding, high heat, precipitation, drought, extreme weather, and wildfires), goal and strategy development, stakeholder engagement, and the drafting/design of the CASP in alignment with the APTA framework. Cumming is helping OCTA identify strategies and programs to drive GHG reductions with a particular focus on the development of energy/fuel strategies including clean vehicle technology, alternative fuels, energy efficiency and conservation measures, renewable energy generation, clean power purchasing, microgrid and storage technology, and building electrification. Kimley-Horn evaluated the vulnerability of OCTA’s key assets including infrastructure, service operations, and ridership population; to climate-related risks and stressors in the next few decades, including the severity of these hazards, and the adaptative capacity of each threatened asset. Kimley-Horn then identified and prioritized the vulnerabilities for which strategies were developed. Cumming Group also facilitated the creation of internal and external stakeholder steering committees to guide development of the CASP.

Contract Start/End: February 2022- present
Original Budget: $199,939 | Final Cost: $199,939
Climate Vulnerability Assessment, Safety Element, and Environmental Justice (Kimley-Horn) City of Menifee | Menifee, CA
Scope of Work: Kimley-Horn prepared the Housing Element Update with associated Land Use, Safety, and Environmental Justice Elements update and EIR for the City of Menifee. In accordance with State law and client needs, Kimley-Horn developed a housing plan and facilitated community workshops, performed their first CVA, and performed Environmental Justice Outreach, culminating in presentations to City Council and the Planning Commission to ensure all needs were being addressed. After several rounds of review, Kimley-Horn produced a final draft housing element, Land Use Element, Safety Element, and Environmental Justice component.

Contract Start/End: 2021-2022
Original Budget: $300,000 | Final Cost: $300,000
Building Decarbonization and Sustainability Technical Assistance (Cumming Group) City of Los Angeles | Los Angeles, CA
Scope of Work: Cumming is providing strategic sustainability consulting and technical assistance to the City of Los Angeles for developing a decarbonization framework, in partnership with Buro Happold. Through this engagement, Cumming will provide research, analysis and assistance to LADBS concerning environmental sustainability issues, the decarbonization of buildings and related matters on both existing buildings and new construction. Specific tasks include:
• Review the existing carbon baseline and recommend updates. • Review and present alternative approaches to calculating carbon savings to reconcile between Title 24 code estimates and real-world performance and based on the carbon baseline provided.
• Technical studies on electrification of buildings, energy conservation, indoor air quality, and other new building standards.
• Cost and feasibility review across building types and scales. • Review existing and planned policy for existing building on electrification and decarbonization and provide an evaluation matrix comparing key criteria, requirements, exceptions and any development incentives. • Attendance at stakeholder meetings.
• Identification of funding methods and strategies to promote workforce development.

Contract Start/End: 2023 - 2025
Original Budget: $1,000,000 | Final Cost: TBD
cumming-group.com 42 City of Oakley, Proposal for Planning and Consulting Services 360 San Francisco International Airport Sustainability Services (Cumming Group) San Francisco International Airport | San Francisco, CA Scope of Work: Cumming Group is the prime contractor providing advance systematic approaches to identifying, testing, and scaling new products, programs, processes, projects, policies, and/or business models over time to continually optimize the Airport’s sustainability, resilience and economic performance. Cumming subject matter experts are working with a broad set of internal stakeholders in energy, water, transportation, fuels, utilities, waste, materials, healthy buildings, carbon markets/ sequestration, and decarbonization to identify and deliver results that take an “EONS” approach to sustainability and resiliency. Cumming team deliverables include:
• GHG emissions analysis and reporting, emission modeling, and carbon sequestration strategy;
• Sustainability and Resilience Strategic Initiatives: Providing frameworks, benchmarks, roadmaps and stepwise actions to ensure progress towards the Airport’s strategic goals.
• Integrated Environmental, Social, Governance (ESG) reporting; • Electric vehicle implementation plan including an operations-focused development strategy; • Circularity strategy;
• Technical & Feasibility Analysis: Evaluating in-depth technical solutions and developing recommendations for implementation, financing, and operation of the selected optimal solutions including cost estimating and life cycle cost estimating services • Reporting and Data Visualizations: Create clear, high-quality visuals for executive summary reports; Greenhouse gas progress visuals; Contract Start/End: 2024- 2029
Original Budget: $1,000,000 | Final Cost: TBD
City of West Hollywood Sustainability and Climate Adaptation Services (Cumming Group) City of West Hollywood | West Hollywood, CA
Scope of Work: The City hired Cumming Group to provide sustainability and climate action services to the accelerate the already bold targets and award-winning policies and programs that permeate across its community and beyond our borders. Our services support the update of the WeHo Climate Action, our Climate Action and Adaptation Plan (CAAP), the latest examples of the City pioneering influential and equitable climate action in a way that centers those impacted ‘first and worst’ by climate change. Cumming supports the City’s CAAP strategies, 20 climate measures and 60 subactions, to prepare the City for achievement of aggressive greenhouse gas reduction targets, carbon neutrality by 2035, and equip residents with resources to defend against and recover from adverse climate impacts and natural disasters.

Contract Start/End: 2023- 2025
Original Budget: $225.000 | Final Cost: $225,000
cumming-group.com 43 City of Oakley, Proposal for Planning and Consulting Services 361 Public Works Strategic Planning and Sustainability Services (Cumming Group) LA County of Public Works | Los Angeles, CA
Scope of Work: Cumming Group was selected by LA County DPW to provide skilled experience and expertise in providing services related to strategic planning, process improvement, performance tracking, sustainability, resiliency, equity, grant writing, and infrastructure planning. Cumming also supports project development services, and specific deliverables including:
• 2024 update of the County DPW’s comprehensive Strategic Plan • Development of Racial Equity Plan (DEI)
• Organizational performance assessments and process
improvement
• Climate Change, Adaptation, and Resilience Planning
• Infrastructure Planning
• Site Assessment/Evaluation
• Solid Waste and Organic Waste Planning
• Stormwater Planning
• Sustainability/Envision Rating
• Transportation and Traffic Planning
Contract Start/End: 2023-2025
Original Budget: $30 million| Final Cost: TBD
Renewable Energy Overlay District Development (Cumming Group) County of San Diego | San Diego, CA
Scope of Work: Cumming Group was selected by the County of San Diego and County Board of Supervisors to develop policy implementation options to streamline the environmental review process for renewable energy projects. As part of this effort, Cumming worked with County planning and development
professionals to identify ideal locations for renewable energy projects that would fall under a Renewable Energy Overlay District, and estimated the resulting renewable energy output, along with economic and GHG impacts of each option. Early projections estimate annual energy generation of approximately 12,800 Gigawatt-hours (GWh) – and reduction of up to 1,200,000 metric tons of carbon dioxide equivalent (MTCO2e) annually.

The team has completed multiple qualitative and quantitative analyses to support the creation of policy options for the Board’s consideration, inclusive of energy, economic, and greenhouse gas emission impact analyses, trends, and projections, as well as a review of renewable energy legislation, market trends, and best practices. The analysis is being used to facilitate further policy decisions and prioritization of County actions related to Renewable Energy Overlay Districts, Design and Development Guidelines, Zoning Regulations. Cumming Group also lead extensive outreach activities to community members, stakeholders, solar PV developers, cities, and neighboring municipalities.

Contract Start/End: 2020-2021
Original Budget: $99,985 | Final Cost: $109,924 (increased scope) cumming-group.com 44 City of Oakley, Proposal for Planning and Consulting Services 362 Energy, Sustainability and Climate Services (Cumming Group) LA County Metropolitan Transportation Authority | Los Angeles, CA Scope of Work: Cumming Group provides sustainability program management, strategic policy and project planning, and technical services, research studies and analysis to support Metro operations and capital programs. The comprehensive scope of services include: carbon reduction services, climate resiliency, GHG emissions management, energy efficiency, decarbonization strategy development, building energy management, commissioning and retrocommissioning, electrification, energy resiliency, sustainability policy, energy, water, and waste resource conservation, renewable energy, environmental management system (ISO 14001) green construction standards, sustainable procurement, fleet electrification, Electric Vehicle implementation planning, EV charging infrastructure management, annual data tracking and reporting, and project procurement and execution. The engagement with Metro has expanded over time, as our staff is on call to provide advisory and implementation services on any topic related to energy, climate, construction, planning and stakeholder engagement.

The Cumming team managed the entire plan development effort, ranging from technical analysis to strategic planning, while facilitating extensive internal and external stakeholder engagement as part of a holistic process. The plan identifies ongoing and forthcoming sustainability programs and initiatives that advance sustainability across the agency, many of which Cumming is poised to implement in our program management role
CAAP Implementation & Reporting | Agency-wide Including Scopes 1 & 2 Since 2017, Cumming has provided ongoing support for the implementation, monitoring, and performance reporting of Metro’s Climate Action and Adaptation Plan (CAAP). In this capacity, our team provides project management services for the implementation of mitigation projects and strategies, advises on technical elements related to strategy implementation and GHG mitigation, and conducts an annual GHG emissions inventory to track performance against the CAAP goals and strategies, which are inclusive of various fleet electrification, building and energy efficiency, water efficiency, and infrastructure resiliency projects and initiatives.
2030 Sustainability Strategic Plan
Cumming supported the development and publication of Metro’s 2030 strategic sustainability plan, Moving Beyond Sustainability (MBS).

The Cumming team managed the entire plan development effort, ranging from technical analysis to strategic planning, while facilitating extensive internal and external stakeholder engagement as part of a holistic process; (Link to report) Moving Beyond Sustainability Climate Benefits Quantification From Public Transit
In 2021, the Cumming team in partnership with Fehr & Peers supported the LACMTA Office of Sustainability with quantifying and better understanding the relative VMT and GHG reduction benefits to the City of LA and LA County for each of the projects/policies discussed under the LACMTA’s Long Range Transportation Plan (LRTP) for the period between 2017-2047. The following initiatives were investigated: bus and rail expansion, bus improvement program, active transportation projects, mileage-based VMT-fee, free public transit program, express-lanes, telecommuting, and congestion pricing. The VMT estimates were then converted into the GHG emissions avoided or induced using California Air Resources Board’s (CARB) EMFAC model, using annualized light-duty fleet emission factors between 2017 and 2047. As a result, Cumming and Fehr & Peers developed a standardized methodology for estimating VMT reductions due to increases in public transit ridership (for both bus and rail services) and active transportation (cycling, walking, and rolling).

Contract Start/End: April 2015 - Present
Original Budget: $29 Million | Final Cost: TBD
cumming-group.com 45 City of Oakley, Proposal for Planning and Consulting Services 363 Hydrogen Fueling Readiness Research and Technical Report (Cumming Group) County of San Diego | San Diego, CA
Scope of Work: The County of San Diego contracted Cumming to determine the potential needs for hydrogen fueling in San Diego County and surrounding areas. The technical report will be used as background to inform the development of Climate Action Plan (CAP) Update measures to reduce greenhouse gas emissions across the unincorporated county area and County facilities, such as transitioning medium and heavy-duty vehicles to hydrogen fueling as an alternative to gasoline or diesel. The Hydrogen Fueling Readiness Research and Technical Report describes the available hydrogen fueling and vehicle technologies, infrastructure requirements for hydrogen fueling and federal hydrogen hubs, and existing methods for providing hydrogen fuel to hydrogen fueling stations. It also identifies the potential co-benefits, secondary and indirect environmental, economic, or community benefits resulting from hydrogen fueling for the transportation sector, such as workforce needs and equity.

Contract Start/End: March 2023 - February 2024
Original Budget: $109,560 | Final Cost: $109,560
Strategic Sustainability and Climate Planning Services (Cumming Group) North County Transit District | San Diego, CA
Scope of Work: Cumming was selected by the North County Transit District (NCTD) to provide strategic planning, sustainability, and climate services to develop the agency’s first Sustainability and Climate Action Plan (SCAP). Our scope includes strategic planning, baselining GHG emissions, climate vulnerability assessment, goal and strategy development, and the drafting/design of NCTD’s Climate Adaptation and Sustainability Plan in alignment with the APTA framework. Cumming is identifying climate action and sustainability goals and strategies; performing a vulnerability assessment; and identifying carbon reduction methodologies, projects, and initiatives for the agency. Services include the development of energy/fuel strategies including clean vehicle technology, alternative fuels, energy
efficiency and conservation measures, renewable energy generation, clean power purchasing, microgrid and storage technology, and building electrification.

Contract Start/End: January 2023 - Present
Original Budget: $139, 585 | Final Cost: $139,585
Community Climate Action Plan (CAP) (Kimley-Horn)
City of Anaheim | Anaheim, CA
Scope of Work: Kimley-Horn is preparing Anaheim’s first municipal CAP, in conjunction with their Housing Element Update, with funding from a Southern California Edison grant. GHG emission sources include:
• Private and government-owned vehicles
• City-operated transit vehicles
• City power plant operations
• Natural gas consumed by residences and businesses in Anaheim • Embodied carbon needed for water, wastewater, and solid waste treatment and conveyance; and area sources such as refrigerants Kimley-Horn will calculate baseline and future inventories and assist the City in choosing appropriate GHG reduction targets. The CAP will develop implementable GHG mitigation measures and verify the efficacy to meet the established targets.

Contract Start/End: January 2022 - Present
Original Budget: $1,175,980 (Including HEU) | Final Cost: $1,175,980 (Including HEU) cumming-group.com 46 City of Oakley, Proposal for Planning and Consulting Services 364 Section 3
Project Proposal
365
Provide a proposed approach and projected timeline to conduct and complete the steps in the scope of work. Briefly describe the methodology and organizational approach the consultant would use to assist the City, including critical elements and special methodologies that would be used to ensure that City objectives are satisfied. Provide estimated hours and costs associated with each of the scoped tasks and summarize in a cost proposal. Some tasks/subtasks are considered mandatory and listed as such under each Tasks, while others may be considered as optional in order to produce an RFP within the City’s Not to Exceed amount for this project. In order to receive a favorable review, consultants should seek to satisfy all mandatory tasks/subtasks while producing creative optional tasks/subtasks in order to provide a proposal that meets the Not to Exceed amount of $100,000.

Project Understanding
Cumming Group acknowledges and affirms the request by the City of Oakley (“Oakley”) to develop a Climate Action Plan (CAP) that complies with the State of California’s greenhouse gas (GHG) emissions reduction targets. Per the State of California’s most recent Assembly Bill (AB) 32 Scoping Plan, California is committing to achieve carbon neutrality by 2045, which entails a 48% reduction of GHG emissions by 2030 from 1990 levels (exceeding statutory mandates). Cumming Group commits to delivering an impactful, implementable, and cost-effective Climate Action Plan for the City of Oakley that only aligns with those goals, but also does the following:
• Aligns with and builds upon Oakley’s existing planning endeavors, including but not limited to Oakley’s Strategic Plan 2022-2027+, its most recent General Plan Update, and its Strategic Energy Plan;
• Introduces effective and manageable mechanisms to track the City’s progress towards reducing municipal and communitywide GHG emissions; • Assesses community-wide climate and social vulnerability, based on best practices delivered by California’s Climate Adaptation Planning Guide and aligned with the State’s Climate Adaptation Strategy; and • Gives the City of Oakley achievable municipal and community-wide GHG emissions reduction and climate adaptation goals that can be achieved through implementable, data-driven, and community-centered strategies.

Cumming Group is exceptionally prepared to work with Oakley City Council, commissions, staff, stakeholders, and the broader Oakley community to deliver this CAP, bringing forward a team with decades of collective experience working with cities, regional government, and public agencies in California and beyond on sustainability- and climate-centered strategic plans. Our know-how and approach to this work are not solely informed by our experience working on strategic plans, but also by our experience working with public sector clients to implement those plans through in-house program and project management.

Approach to the Scope of Work
Our approach, as explained in the task breakdown that follows, is highly collaborative and designed to bridge gaps between data, technical solutions, organizational culture, and community needs. It is our commitment that this work, and the final CAP, will do the following:
• Resonate with and reflect Oakley’s vision to maintain its small-town character while encouraging new industry development to grow its local workforce;
• Bring the community together, moving beyond conventional ‘transactional’ engagements toward approaches that meet people where they are and foster buy-in toward the City’s climate endeavors; and • Introduce meaningful changes to operational processes, removing barriers to communication and building on past successes; and
• Create a shared sense of responsibility around climate action.

Project Proposal
Our Approach to Climate Action
Cumming Group's holistic approach
to sustainability and climate action
planning yields actionable, equitable, and
impactful plans.
cumming-group.com 48 City of Oakley, Proposal for Planning and Consulting Services 366 Task 1: Existing Conditions, Projects, and Targets
As a first step, Cumming Group will host a project kick-off meeting within two weeks of contract execution (see Task 9) to review our project management approach and work plan, establish a communication protocol, and to discuss and issue a request for information (RFI) to support the completion of Tasks 1a, 1b, and 1c. As needed, our project team will schedule and facilitate follow-up meetings as necessary with Oakley’s core team or other City staff to ensure that all necessary data and documents have been properly identified and collected. These meetings will also be used to review existing conditions with City staff and confirm the parameters and methodologies tied to developing the GHG Emissions Inventory (Task 1b) and the Vulnerability Analysis (Task 1c).

Task 1a: Review of Relevant Documents and Legislation
As information is received, our team will conduct extensive research on the City of Oakley’s existing internal and community-wide programs, code and ordinances, technical resources, community engagement, and other policies and projects that may be pertinent to the CAP. Relevant documents will include, but may not be limited to (starting with the most recent):
• City of Oakley Municipal Code (November 2023)*
• City of Oakley Economic Development Work Plan 2023-2026 (September 2023) • City of Oakley General Plan – Strategic Plan 2022-2027+ (April 2022) • City of Oakley General Plan – Focused General Plan Update (January 2022) • City of Oakley Green Infrastructure Plan (December 2020) • Contra Costa County Local Hazard Mitigation Plan (January 2018) • Oakley Strategic Energy Plan (September 2015)
• Oakley Community-Wide & Local Government Operations Greenhouse Gas Emission Update (2010)
*The project team will draw upon pertinent chapters and provisions.

Our team will also review additional Contra Costa County documents to identify relevant actions, including the County’s 2008 and 2015 Climate Action Plans, its interim progress reports and Climate Action Work Plans, the public review draft of the County’s forthcoming 2024 CAP Update, and other documents issued by the County’s Interdepartmental Climate Action Task Force, its Sustainability Committee, its Transportation, Water & Infrastructure Committee, and its Resilient Shoreline Ad Hoc Committee. Cumming Group will also review relevant planning and guidance documents from the Association of Bay Area Governments (ABAG) cutting across land use, energy and infrastructure, and resilience, as well as pertinent tool and resource offerings (e.g., Resilience Open Data Portal, CEQA Clearinghouse, Bay Area Spatial Information System).

In addition, Cumming Group will conduct a review of relevant external drivers and technical resources pertinent to climate action planning in Oakley to guide strategy development, contextualize Oakley’s role in climate action across the region and the state, and identify partnerships and funding sources, which include but may not be limited to:
• Local, regional, state, and federal policies and programs • Existing and proposed local, regional, state, and federal environmental laws and regulations • Emissions inventory guidance and best practice (e.g., ISO 14064, GHG Protocol) • Adaptation planning guidelines (e.g., CA Climate Adaptation Planning Guide) • Peer municipality best practices
Cumming Group will distill its findings, which will include a qualitative gap analysis of Oakley’s current policies, programs, and projects in comparison to statewide goals and best practices, into the Existing Conditions Memorandum that will be issued upon the conclusion of Task 1.

Task 1b: Greenhouse Gas (GHG) Emissions Inventory
During our review of relevant documents, our team will first review the 2010 Community-Wide & Local Government Operations Greenhouse Gas Emission Update to develop a preliminary understanding of Oakley’s municipal and community-wide emissions portfolio.

After this review, Cumming Group will schedule and facilitate a scoping meeting to achieve consensus on the following:
• Protocol and methodology for both municipal and community-wide emissions inventories; • Baseline calendar or fiscal year for both inventories; and • New inclusions or exclusions based on anticipated data availability or other items at the City’s request (e.g., select Scope 3 emissions).
cumming-group.com 49 City of Oakley, Proposal for Planning and Consulting Services 367 Once consensus has been achieved on those items, Cumming Group will update its RFI to request any additional data that may be needed to develop the emissions inventories that accounts for all Scope 1, Scope 2, and selected Scope 3 emissions. Additional meetings with City staff may be required to clarify data requests and discuss alternative approaches if required data is not available. As data is retrieved, we will begin assembling the municipal and community-wide emissions inventories. We will concurrently develop a non-proprietary GHG emissions calculation tool that will serve as an all-in-one calculator of municipal and community-wide emissions, accompanied by a user guide and one training facilitated by our team for relevant City staff.

Our team will report its findings through routine meetings with City staff, ensuring that there is shared understanding of the material contributors of GHG emissions at the municipal and community-wide scale before those findings are integrated into the Existing Conditions Memorandum.

Once the emissions inventories are finalized, Cumming Group will prepare emissions projections through 2045 (or any other year as otherwise preferred by City staff). Projections will showcase three different emissions scenarios:
• Business-as-usual (BAU) scenario: projects emissions under the assumption that no emissions reduction efforts are undertaken, accounting only for factors outside Oakley’s control (e.g., population growth, regulatory drivers)
• Business-as-planned (BAP) scenario: projects emissions that accounts for existing (or in-progress) emissions reduction actions but otherwise accounts for no new mitigating actions while still accounting for external factors • Emissions reduction scenarios: high-level projections of the impact of specific strategies (e.g., fleet electrification, waste diversion, etc.) on Oakley’s municipal and community-wide emissions.

Emissions inventories
guidance and methodology
Cumming Group draws upon internationally
recognized standards and guidance to develop
emissions inventories, including ISO 14064, the
GHG Protocol’s Global Protocol for CommunityScale Greenhouse Gas Inventories, the ICLEI U.S. Community Protocol for Accounting and
Reporting of Greenhouse Gas Emissions, and
the California Air Resources Board’s Local
Government Operations Protocol.

Emissions sources are generally categorized
relative to the geopolitical boundary of the
community and/or the operational boundaries
of the municipal government. Emissions sources
are categories as Scope 1 (direct emissions),
Scope 2 (indirect emissions from purchased/
acquired electricity, steam, heating, or cooling),
and Scope 3 (all other indirect or embodied
emissions).

This framework is used to prevent doublecounting of emissions for major emissions sources, such as electricity use and solid waste.

Creating comprehensive, accurate and replicable emission inventories Our emissions inventory process is designed to put data through a rigorous analysis and quality assurance process. Team members assigned to various components of the data analysis and emissions calculations will be supported by other members of team, providing an ‘over-the-shoulder’ review that validates all data inputs and verifies the accuracy and completeness of all emissions calculations.

Cumming Group assembles emissions inventories concurrently with non-proprietary emissions calculation tools that clients can use to replicate the process independently. These tools are designed to simplify data inputs so that users can input aggregate data based on emissions sources specific to their operational and community profiles. Calculations are pre-built into our tools, with the outputs organized according to best practice (e.g., by emissions scope and/or sector). User guides and training are provided to ensure users can modify and use the tool in perpetuity.
cumming-group.com 50 City of Oakley, Proposal for Planning and Consulting Services 368 Task 1c: Vulnerability Analysis
Sub-consultant partner Kiley-Horn will lead the development of a climate and social vulnerability analysis for the City of Oakley. KimleyHorn’s multi-disciplinary team has a deep understanding of applicable data sets, models, and guidance needed to assess vulnerabilities and develop resilience plans that are holistic (systems-based approach), science-based, adaptive, probabilistic (time-based risk analysis), and phased (so that implementation approach matches environmental conditions along with budgets and funding). Springboarding from the City’s General Plan, which aims to minimize risks to life, property, the economy, and the environment through climate adaptation strategies that enhance and promote Oakley’s community resiliency, and the Contra Costa County Local Hazard Mitigation Plan, KimleyHorn will provide a climate vulnerability assessment analyzing the risks the City’s infrastructure, functions, and population are likely to face as the impacts of climate change become more pronounced. Kimley-Horn suggests identifying community members susceptible to disproportionate impacts such as seniors, children, low-income residents, persons with disabilities, and other vulnerable populations, in vulnerability assessments and evaluating social vulnerability.

Kimley-Horn will rely upon the latest science-based processes to link climate projections to specific and locally relevant climate change risks to the community based on exposure, sensitivity, and adaptive capacity. At the outset, Kimley-Horn will review existing documents and work with the City to identify specific outcomes of the resilience plan. To identify, categorize, and prioritize risks across the infrastructure, functions, and population, Kimley-Horn will use publicly available resources, such as CalAdapt, California Environmental Protection Agency’s (CalEPA’s) Urban Heat Island Index for California, Safeguarding California: California’s Climate Adaptation Strategy, California Transportation Plan 2040, Integrated Climate Adaptation and Resiliency Program (ICARP) Technical Advisory Council, California’s Fifth Climate Change Assessment, and the Intergovernmental Panel on Climate Change’s (IPCC’s) Sixth Assessment Report.

Kimley-Horn will rely upon the methods outlines in California’s Climate Adaptation Planning Guide and resources from ABAG.

From these datasets, Kimley-Horn will identify and distinguish climate hazards that are likely to pose a risk to the City’s infrastructure, functions, and population. Based on data from the Climate Adaptation Planning Guide, the following climate change impacts are potential priorities for Bay Area Region communities: sea level rise, inundation, reduced precipitation, extreme heat, wildfires, and the indirect effects of landslides, flooding, erosion, reduced agricultural productivity, and degradation in public health due to heat and air pollution. Next, Kimley-Horn will link the assets to the likelihood, severity, and time of onset of the potential impact from each climate hazard to inform vulnerability. Kimley-Horn will develop a clearly understandable system of qualitative or quantitative rankings to define each asset’s vulnerability over the medium to long range planning horizons.

Kimley-Horn will then assess the current adaptive capacity of each resource to the projected environmental stressor. To do this, we will review the age and hardiness of infrastructure, the City’s emergency resources and response plans, and relevant policies, goals, and ordinances aimed at preserving or enhancing resiliency.

The findings of the vulnerability assessment will be reviewed with City staff during routine project meetings. Once shared understanding and consensus on the findings are achieved, the analysis will be folded into the Existing Conditions Memorandum. As a note, additional meetings may be required to clarify questions on data.

Deliverables:
• Existing Conditions Memorandum
• Emissions Inventory Tool (Municipal and Community-Wide) Meetings:
• One (1) emissions inventory scoping meeting
• One (1) vulnerability analysis scoping meeting
• Up to five (5) data follow-up meetings to clarify gaps or availability Task 2: Community Engagement
A more involved community engagement process that folds in community partners, meets people where they are at outdoor events or in frequently visited locations around the city, and balances between in-person and virtual events, is considered best practice when it comes to any strategic planning effort. However, based on our experience, a 12-month project with the budget as proposed cannot sufficiently accommodate an engagement process that folds in all those components.

Consequently, Cumming Group recommends that our team organizes and facilitates up to two (2) in-person public workshops with the intent to raise awareness and integrate community priorities and feedback into the CAP, as well as a 30-day public comment period on the public draft of the CAP (see Task 4). The first public workshop will come after an initial set of mitigation and adaptation strategies are prepared (see Task 3) and will be designed to present the initial outcomes of the analyses in Task 1 and solicit public input on the emerging strategies.

After comments on the strategies are integrated into the plan, Cumming Group recommends initiating a 30-day public comment period on the draft CAP. Our team recommends creating a distinct webpage for the plan on the City website with an accessible version of the plan and an accompanying form for public comment. It is likely that the City will have to deploy internal resources to set up the page, with Cumming Group providing support on developing the appropriate form and structure for comment intake. cumming-group.com 51 City of Oakley, Proposal for Planning and Consulting Services 369 After the public comment period begins, Cumming Group will facilitate a second public workshop one or two weeks into the comment period to create more space for the public to comment on the whole of the draft. The purpose of this workshop will be to solicit additional input on the mitigation and adaptation measures, as well as to ensure that the framing and language in the plan reflect how community members see and view climate problems and futures within their city.

Feedback from the comment period and two public workshops will be consolidated into a comment register and an outreach summary memorandum, and will ultimately be integrated into draft and final versions of the CAP. Cumming Group’s team features multiple staff members who have organized and facilitated ADA accessible events, and can provide guidance on where and how the City can increase accessibility on public workshops and public comment in terms of physical access, audio-visual barriers, and providing support for day-time events (e.g., daytime child care). Additional resource support, including audio translation, non-English materials, social media postings, web materials, and day-time event support will need to be sanctioned by the City.

Early in the project timeline, Cumming Group will prepare a proposed outreach plan for the City’s review with guidance on the implementation components. Our team will facilitate one (1) meeting to discuss the approach and finalize before the team executes the remainder of this task. Ahead of any public events, Cumming Group will set aside time in routine project meetings to coordinate with City staff on event facilitation and resource needs. Cumming Group will prepare all design and visual materials required for any public events such as public workshops.

Deliverables:
• Draft and final outreach plan
• Event and workshop materials (e.g., slide decks, handouts, documents, physical strategy/plan copies) • Public comment form
• Comment register
• Outreach summary memorandum
Meetings:
• One (1) outreach scoping meeting
• Two (2) public workshops
Task 3: Develop Climate Mitigation and Adaptation Strategies Coming off Task 1, Cumming Group and Kimley-Horn will first develop a menu of mitigation and adaptation strategies based on the findings in the Existing Conditions assessment. The initial set of strategies will reflect the outcomes of the emissions and vulnerability assessments, Oakley’s level of control over certain emission sources, alignment with regional, state, and federal goals and regulatory requirements, and municipal best practices. Cumming Group and Kimley-Horn will facilitate a collaborative workshop with Oakley City staff to review the initial menu of strategies, with the intent to weed out strategies that may not be possible to implement or do not fall within Oakley’s spheres of control or influence. All strategies will be informed by data, anticipated rough-orderof-magnitude (ROM) costs, emissions and adaptation impacts, co-benefits, anticipated staff and city resources, and existing projects, programs, and goals identified in other City planning documents (see Task 1).

With respect to mitigation measures, Cumming Group
will focus on identifying municipal and community-wide
strategies that meet at the nexus of greatest emissions impact at the lowest direct cost to the municipality and community members. Cumming Group will present measures that consider presently available technologies, current and anticipated external funding, and regulatory requirements, resulting in a menu of options that will align Oakley’s emissions reduction by 2045 with State goals.

With respect to adaptation measures, Kimley-Horn will prepare a draft list of adaptation strategies that will outline how the City will improve its response to the impacts of climate change such as, but not limited to, increased flooding, heat waves, drought, and wildfires. Once the initial list is prioritized with input from the City and the stakeholder group, Kimley-Horn will apply a data-driven approach to assess each against a set of criteria likely to include how effectively the strategy supports the goals and objectives, feasibility including outlining steps needed for implementation, cost and cost efficiency, and co-benefits. Given the Strategic Alignment
Cumming Group recognizes that alignment with the City
of Oakley’s General Plan and other strategic planning
documents will be critical to the success of the CAP.

Cumming will ensure that the mitigation and adaptation
strategies presented in the plan will align, at minimum, with the following goals of the General Plan:

Goal 6.2 – Energy, Air Quality, and Greenhouse Gas
Emissions
Maintain or improve air quality and climate resiliency
through sustainable energy, transportation, land use, and local government planning and actions that reduce energy usage, air pollutants, and [GHG] emissions
Goal 8.5 – Climate Adaptation
Minimize risks to life, property, the economy, and the
environment through Climate adaptation strategies that
enhance and promote Oakley’s community resiliency.
cumming-group.com 52 City of Oakley, Proposal for Planning and Consulting Services 370 uncertainty inherent in climate change predictions, Kimley-Horn routinely recommends using the adaptive pathways approach. “Adaptive pathways” is an alternative approach to the traditional predict-and-plan method, which allows decision-makers to readdress risks and strategies in the future as information evolves, tying key decision points to events or triggers. An important last step in assessing strategies is to identify potential grants or other funding mechanisms needed for implementation, and to prioritize CAP strategies and measures that are synergistic with projects identified in other City documents.

After the City has reviewed the initial set of strategies, they will go out to the community via public workshop for input (see Task 2).

Deliverables:
• Draft and Final Mitigation and Adaptation Strategies Memorandum Meetings:
• One (1) initial strategy review meeting
• One (1) public workshop on mitigation and adaptation strategies Task 4: Draft Plan
Following the completion of Tasks 1 and Task 3, as well as the public workshop on strategies in Task 2, Cumming will synthesize all collected data, analysis, goals, objectives, and selected mitigation and adaptation strategies into a draft Climate Action Plan for the City of Oakley. The CAP will establish a comprehensive roadmap with clear, realistic, and cost-effective strategies for achieving the City’s climate mitigation and adaptation goals.

The CAP will detail Oakley’s approach to reducing emissions and adapting to the current and projected impacts of climate change over short-, mid-, and long-term timelines, fully incorporating the strategies post City and public input. The strategies will be accompanied by various implementation planning components, including the departments and
stakeholders responsible for implementation, initial or firstyear actions, potential partnerships, staffing requirements and ROM costs and emissions impact. The draft plan will also include language on monitoring, evaluation, and annual reporting to ensure that the City is tracking, measuring against, and reporting out on its progress on all measures and goals.

First, our team will work with Oakley City staff to develop and agree upon an outline for the CAP, ensuring there is consensus on structure, core content, chapters, and sections. Cumming Group will then proceed with drafting the CAP, providing all wrap-around narrative content, data visuals, and graphics for all CAP sections. Cumming Group’s internal design team will produce a professional designed template for Oakley’s CAP. Our team will coordinate with Oakley’s marketing and communications department to verify that the report design and language comply with the City’s branding guidelines.

The administrative draft CAP will be issued to the City for review by all pertinent departments and staff, which after their consultation will be revised into a public draft for public comment.

Cumming Group recommends allowing for four (4) weeks to allow for staff comments and their integration into the draft, as well as a minimum of thirty (30) days for public comment through the City website. Cumming Group will schedule and facilitate one (1) meeting to discuss staff comments before the public draft is prepared. City resources will need to be utilized to set up links, a page, and public communications on public comment, for which Cumming Group can provide guidance and support.

Deliverables:
• Draft CAP outline
• Administrative CAP draft
• Public CAP draft
Meetings:
• One (1) draft CAP review meeting
To accompany these strategies, Cumming Group offers
two additional, optional tasks that it can complete
under the proposed fee:
• Priority Criteria for Implementation and MultiCriteria Decision-Making Survey: Our team can develop criteria to support the City prioritizing actions or projects for implementation. These can include
operational and financial criteria (e.g., labor, cost,
duration) and impact criteria (e.g., emissions reduction, adaptation and quality of life co-benefits), among
others. These priority criteria can be accompanied by
a Multi-Criteria Decision-Making Survey, which allows
users to weigh/ prioritize outcomes when evaluating
projects and programs. This survey can be developed
for City staff and offered as a component of community
engagement.
• Funding Source Evaluation: Cumming Group can
prepare a matrix of external funding sources and grants to which the City may refer when prioritizing strategies for implementation and to support the financing of
those strategies. The matrix will consider funding
sources at the federal and state levels and identify
partners for relevant grant pursuits.
cumming-group.com 53 City of Oakley, Proposal for Planning and Consulting Services 371 Task 5: California Environmental Quality Act (CEQA) Review Sub-consultant partner Kimley-Horn will lead the execution of Task 5.

To allow for subsequent streamlining of future GHG analyses under CEQA, the City must adopt the CAP as a “qualified” CAP, meaning that it must fulfill specific requirements and undergo environmental clearance under CEQA. Specifically, CEQA Guidelines Section 15183.5(b) allows lead agencies to analyze and mitigate significant GHG emissions in a plan for the reduction of GHG emissions or similar (e.g., a CAP), such that later project-specific environmental documents may tier from that programmatic review. Projects consistent with a qualified CAP may be considered to have a less than significant impact with respect to GHG emissions. To be considered qualified, a CAP must, among other requirements, establish a target GHG emissions level, develop measures that can demonstrate achieving that goal, and “be adopted in a public process following environmental review”. However, many cities find that developing a CAP with a numeric GHG target that can be shown, with substantial evidence, to be the level “below which the contribution to GHG emissions from activities covered by the plan would not be cumulatively considerable” is difficult.

Nonetheless, as the CARB explains in the 2022 Scoping Plan, “Whether or not a jurisdiction adopts any type of CAP, local governments have tremendous opportunity to reduce GHGs in these three strategy areas: (1) Transportation electrification; (2) vehicle miles traveled (VMT) reduction, [and] (3) Building decarbonization. By prioritizing climate action in these areas, local governments will be addressing the largest sources of emissions under their authority and meaningfully tackling climate change, as well as aligning with State climate goals and protecting public health and welfare.”
Therefore, to achieve the City’s objectives of a forward-thinking and locally relevant plan that includes a realistic number of actionable, achievable, and impactful steps to reduce City-wide GHG emissions, Kimley-Horn suggests the City focus its CAP on meaningful GHG reductions in the three areas identified above, adopt it in a public process, and rely on an exemption for CEQA clearance. Specifically, CEQA Guidelines Section 15262 covers a statutory exemption for Feasibility and Planning Studies [which is defined as “a project involving only feasibility or planning studies for possible future actions”]. Clearly, relying on an exemption would mean future implementing measures (such as new or modified municipal ordinances) or projects (infrastructure hardening, for example) would need to assess CEQA clearance separately in the future. Kimley-Horn welcomes engaging with the City to discuss the challenges and advantages of various potential CEQA clearance pathways. However, it is Kimley-Horn’s opinion, based on their experience in this field, that within the budget the City established for this project, an intensive CEQA process (one resulting in either a Negative Declaration or Environmental Impact Report) cannot be adequately accomplished.

To support the CEQA exemption assumed in our proposal, Kimley-Horn will prepare an evaluation and consideration of relevant environmental factors, in accordance with the CEQA Guidelines.

Deliverables:
• Draft CEQA exemption documentation memorandum
• Final CEQA exemption documentation memorandum, in response to one consolidated set of comments on the Draft Task 6: Presentations to Planning Commission and City Council Cumming Group will support Oakley City staff in preparing reports and presentations to both the Oakley Planning Commission and the Oakley City Council. This support will entail any memoranda, graphics, charts, and/or presentations required for interim or midway check-ins with these groups to report on the analyses and outreach strategy, as well as any follow-up report-outs on the draft and final versions of the CAP. This support will extend to any additional staff devoted to working on the CAP from the City, including the City’s anticipated internal staff advisory committee.

Deliverables:
• Staff reports and presentations
Meetings:
• Participation in conference calls and meetings with Oakley City staff, Planning Commission, City Council, and internal advisory committee
Task 7: Final Plan
At the conclusion of all internal and public meetings and workshops, Cumming Group will consolidate all feedback into a Comment Register and will recommend corresponding revisions to the CAP for City staff review and approval. Once all comments have been addressed and approved, we will produce and submit the final CAP.

Deliverables:
• Final City of Oakley Climate Action Plan
Task 8: Text for General Plan
As part of the final CAP, Cumming Group will prepare an executive summary that will sit at the front of the document. Distilled versions of this text will be adopted for incorporation into a future General Plan update. Cumming Group will work with staff to ensure that the cumming-group.com 54 City of Oakley, Proposal for Planning and Consulting Services 372 language meets City expectations in terms of length, tone, and sufficient reference to the CAP itself.

Deliverables:
• Draft text for the General Plan
Task 9: Project Management
Cumming Group, as the prime consultant, has assigned a committed Project Manager, Louis Spanias, to provide day-to-day oversight and management of the CAP work plan. Louis brings over five years of experience working with public sector clients, having led sustainability and climate action planning efforts for the cities of Ellensburg, WA, and Tucson, AZ, as well as leading technical emissions and adaptation analyses for the City of Oxnard, CA, the County of San Diego, and various Santa Clara County jurisdictions.

Cumming Group will focus on providing the following project management deliverables:

1. Monthly Progress Reports: Accompanying monthly invoices, Cumming Group will provide the City of Oakley with detailed monthly progress reports detailing all significant updates and developments, budget details, document and delivery status and deadlines, meeting schedules, and other outstanding items or changes requiring resolution.

2. Meetings: Cumming Group proposes facilitating a bi-weekly to monthly meeting with the project core team via videoconference to review progress, discuss key activities and milestones, review schedule and budget status, solicit input on deliverables, discuss strategies to overcome challenges, and foster a dialogue regarding Oakley’s vision for its CAP and the strategies and implementation priorities therein. These meetings will serve to routinely update Oakley staff and to ensure accountability on the project schedule and budget. In addition to these routine meetings, Cumming Group will facilitate a variety of task-specific meetings (as outlined throughout our approach to the Scope of Work), including a kick-off meeting, staff meetings and interviews, stakeholder and community engagement (see Task 2), and other background and draft review meetings. Our specific role in meeting preparation and facilitation will include:
• Developing focused meeting agendas;
• Distributing meeting minutes within five business days; • Coordinating meeting schedules to maximize participation; and • Preparing informative meeting materials and presentations.

3. Communication: In alignment with our collaborative approach, Cumming Group will regularly communicate with the Oakley core team and assigned project manager(s) via phone calls, e-mails, and conference calls with the objectives of obtaining any necessary data or inputs and ensuring that the project stays within budget and on schedule

4.Document Control: Cumming Group will maintain all project documents, revision logs, and draft version control within our standard project file system. This process ensures that all comments are correctly incorporated into revised drafts and all document versions are archived through the duration of the project.

5.Quality Management: Cumming Group’s standard project management approach also includes a rigorous Quality Management process that governs the fulfillment of project scope and deliverables, document control, and schedule and budget management.

As part of this process, all deliverables (e.g., calculations, analyses, reports, slide decks, and communications materials) will undergo multiple reviews and a final review with sign-off by our senior technical staff, project manager, project director, and Oakley staff to ensure accuracy, completeness, and fulfillment of all project requirements.

Task 9a: Project Kickoff Meeting
Cumming Group will host a project kick-off meeting within ten business days of contract execution (or as otherwise agreed with City staff) to review our project management approach and work plan, establish a communication protocol, and discuss initial information requests to initiate Task 1 and other phases of the project. This meeting will be used as an opportunity to review the scope of work, address City priorities and concerns, and install the management infrastructure needed to ensure that the project is completed on-time, within budget, and to the satisfaction of Oakley City staff, City Council, Oakley stakeholders, and community members.

Deliverables:
• Meeting agendas, minutes, and presentation materials
• Monthly invoices and progress reports
Meetings:
• Project Kick-off Meeting
• Bi-weekly or monthly project meetings
• Additional staff or stakeholder meetings as required
cumming-group.com 55 City of Oakley, Proposal for Planning and Consulting Services 373 Schedule
cumming-group.com 56 City of Oakley, Proposal for Planning and Consulting Services 374 Cost Proposal
cumming-group.com 57 City of Oakley, Proposal for Planning and Consulting Services 375 Section 4
Conflicts of Interest
376
Conflicts of Interest
Disclose any actual, apparent, direct or indirect, or potential conflicts of interest that may exist with respect to the firm, management, or employees of the firm or other persons relative to the services to be provided under the Agreement to be awarded pursuant to this RFP. If the consultant has no conflicts of interests, a statement to that effect shall be included in the Proposal.

Cumming Group has no conflicts of interest that may exist with respect to the firm, management or employees of the firm or other persons relative to the services to be provided under the Agreement to be awarded pursuant to this RFP.

Christine Marez
Vice President
Cumming Management Group, Inc
626-688-4634
[email protected]
cumming-group.com 59 City of Oakley, Proposal for Planning and Consulting Services 377 Section 5
Acknowledgements
378
Acknowledgements
Acknowledge the consultant has reviewed the General Conditions in section IX and agrees the proposal shall remain open for a minimum of 150 calendar days from the Submittal Deadline.

Cumming Group has reviewed the General Conditions in section IX and understands the proposal shall remain open for a minimum of 150 calendar days from the Submittal Deadline.

Christine Marez
Vice President
Cumming Management Group, Inc
626-688-4634
[email protected]
cumming-group.com 61 City of Oakley, Proposal for Planning and Consulting Services 379 380
Resolution No. -24 Page 1 of 1 March 26, 2024
RESOLUTION NO. -24

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY AUTHORIZING

THE CITY MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH CUMMING MANAGEMENT GROUP, INC. IN AN AMOUNT NOT TO EXCEED $99,947.81 FOR PLANNING CONSULTING SERVICES TO ASSIST STAFF IN THE

DEVELOPMENT OF A CLIMATE ACTION PLAN (CAP)
WHEREAS, on November 14, 2023, the City Council reviewed and accepted the Request for Proposals and Qualifications (“RFP”) the purposes of securing planning consulting services to support the City in completing a Climate Action Plan (CAP); and WHEREAS, on January 8, 2024, the City of Oakley Planning Staff solicited the RFP to interested consultants and posted it on the City of Oakley’s and California Chapter American Planning Association’s websites requesting responses no later than 5:00 P.M. on February 7, 2024; and
WHEREAS, seven responses were received, and a team of four reviewers including the City Manager, Planning Manager, Engineering Manager, and Associate Planner came to a decision that Cumming Management Group inc. was the top proposal.

NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Oakley that the proposal for planning and consulting services between the City of Oakley and Cumming Management Group Inc. for the purposes of developing a Climate Action Plan is hereby approved.

BE IT FURTHER RESOLVED AND ORDERED that the City of Oakley City Manager is hereby authorized and directed to sign the Professional Services Agreement between the City of Oakley and Cumming Management Group Inc.

PASSED AND ADOPTED by the City Council of the City of Oakley at a meeting held on the by the following vote:

AYES:

NOES:

ABSENT:

ABSTENTIONS:

APPROVED:

Anissa Williams, Mayor Date
ATTEST:

Libby Vreonis, City Clerk Date
381

SHORT FORM

SERVICES AGREEMENT BETWEEN
THE CITY OF OAKLEY AND ________________________
THIS SERVICES AGREEMENT for _______________________ services is entered into by and between the City of Oakley, a municipal corporation in the State of California (hereinafter referred to as "City") and _________________________, a ___________________ (hereinafter referred to as "Contractor") effective as of _______________, 20__ (“Effective Date”).

Section I. SERVICES. Subject to the terms and conditions set forth in this Agreement, Contractor shall provide to City the services described in the Scope of Work attached hereto an incorporated herein as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.

1.1 Term of Services. The term of this Agreement shall begin on the date first noted above and shall continue until terminated by either party.

1.2 Standard of Performance. Contractor shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Contractor is engaged in the general geographical area of the City. Contractor shall prepare all work products required by this Agreement in a substantial, first-class manner and shall conform to the standards of quality normally observed by a person practicing in Contractor's profession.

1.3 Assignment of Personnel. Contractor shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Contractor shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.

1.4 Time. Contractor shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section

1.1 above and to satisfy Contractor's obligations hereunder.

Section 2. COMPENSATION. City hereby agree to pay Contractor a sum not to exceed the amount described in Exhibit A, attached hereto and incorporated herein. City shall pay Contractor for services rendered pursuant to this Agreement at the time and in the manner set forth herein. These payments shall be the only 382
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payments from City to Contractor for services rendered pursuant to this Agreement. Contractor shall submit invoices to City each month for services provided.

Contractor and City acknowledge and agree that compensation paid by City to Contractor under this Agreement is based upon Contractor's estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Contractor. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Contractor and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.

2.1 Invoices. Contractor shall submit monthly invoices during the term of this Agreement. Invoices shall be on Contractor’s Letterhead (or formal invoice form) and contain the following information:
 The beginning and ending dates of the billing period;  A description of services for which payment is requested;  Amount due;
 The Contractor’s signature.

2.2 Payment of Taxes. Contractor is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.

2.3 Payment upon Termination. In the event that the City or Contractor terminates this Agreement pursuant to Section 8, the City shall compensate the Contractor for all amounts due for work satisfactorily completed as of the date of written notice of termination.

2.4 Authorization to Perform Services. The Contractor is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.

Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Contractor shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement.

Section 4. RECYCLING REQUIREMENTS. Contractor agrees to comply with all City recycling requirements, and as set forth in the Oakley Municipal Code, including, but not limited to:
a. Construction and Demolition. Contractor must contact a 383
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customer service representative (CSR) at Oakley Disposal Service, Inc. to arrange for service for any and all construction and demolition work to be performed as part of this project unless Contractor has been approved by the City as a “self-hauler” as defined in Oakley Municipal Code §4.20.308.

The CSR will ask if the drop box contains recycle material and will direct the Contractor to drop the construction and demolition debris, including dirt and cement, to a permitted processing facility. The Contractor must indicate on their order form, by checking the applicable box, that they need documentation to comply with the Oakley Municipal Code. This documentation must be provided to the City within ten (10) days of receipt of said documentation by Contractor.
b. Commercial Self-Haul. Business self-haul materials are accepted at various Oakley Disposal Service, Inc. local facilities for recycling and include, but are not limited to, wood, inerts, metals, tires, greenwaste, plastics, cardboard, mattresses, foam padding, propane tanks, e-waste and appliances. Contractor agrees to drop any and all business self-haul materials at a site designated on the website
www.cccounty.us/depart/cd/recycle/.
c. Road Maintenance and Construction Projects. Contractor agrees to recycle greenwaste, asphalt, concrete and metal from any and all road maintenance and construction projects at Oakley Disposal Service, Inc. designated locations.
d. Office Recyclables. If Contractor has an office, temporary office, or trailer within the City of Oakley, Contractor agrees to recycle all paper, cardboard, bottles, cans, and toner cartridges at Oakley Disposal Service, Inc. designated locations.
e. Special Waste Materials. Contractor shall dispose of inert materials, including, but not limited to, concrete, asphalt and rubber, at Oakley Disposal Service, Inc. designated locations. Shingles and wood waste shall be diverted to the Recycling Center and Transfer Station (RCTS) located at 3700 Loveridge Road, Pittsburg, CA 94565. Scrap metal shall be dropped off at a large-scale scrap metal recycle facility operating within Contra Costa County which may be found at www.cccrecycle.org.
f. Universal Waste. Contractor shall dispose of batteries, mercury containing devices and lamps, and certain consumer electronics at a recycling center designated by Oakley Disposal Service, Inc.

Section 5. INSURANCE REQUIREMENTS. Before beginning any work under 384
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this Agreement, Contractor, at its own cost and expense, shall procure "occurrence coverage" insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Contractor and its agents, representatives, employees, and subcontractors.

Contractor shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects to the City. Contractor shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Contractor's bid. Contractor shall not allow any subcontractor to commence work on any subcontract until Contractor has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Verification of the required insurance is attached hereto and incorporated herein as Exhibit B.

5.1 Variation. The City may approve a variation in the foregoing insurance requirements, upon a determination that the coverages, scope, limits, and forms of such insurance are either not commercially available, or that the City's interests are otherwise fully protected.

5.2 Notice of Reduction in Coverage. In the event that any coverage required by this section is reduced, limited, or materially affected in any other manner, Contractor shall provide written notice to City at Contractor's earliest possible opportunity and in no case later than five calendar days after Contractor is notified of the change in coverage.

5.3 Remedies. In addition to any other remedies City may have if Contractor fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Contractor's breach:
 Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
 Order Contractor to stop work under this Agreement or withhold any payment that becomes due to Contractor
hereunder, or both stop work and withhold any payment, until Contractor demonstrates compliance with the requirements hereof; and/or
 Terminate this Agreement.
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Section 6. INDEMNIFICATION AND CONTRACTOR'S RESPONSIBILITIES

6.1. Contractor shall, to the fullest extent permitted by law, indemnify, defend (with counsel acceptable to the City) and hold harmless City, and its employees, officials, volunteers and agents ("Indemnified Parties") from and against any and all losses, claims, damages, costs and liability (including but not limited to loss of use, loss of profits or loss of goodwill arising in any manner from the work) arising out of any personal injury, loss of life, damage to property, or any violation of any federal, state, or municipal law or ordinance, arising out of the performance of this Agreement by Contractor, its officers, employees, agents, volunteers, subcontractors or sub-Contractors, excepting only liability arising from the sole negligence, active negligence or intentional misconduct of City.

6.2. In the event that Contractor or any employee, agent, sub-Contractor or subcontractor of Contractor providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor or its employees, agents, sub-Contractors or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

6.3. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Contractor from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shalt apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply.

6.4. By execution of this Agreement, Contractor acknowledges and agrees to the provisions of this Section and that it is a material element of consideration, and that these provisions survive the termination of this Agreement.

Section 7. STATUS OF CONTRACTOR.

7.1 Independent Contractor. At all times during the term of this Agreement, Contractor shall be an independent contractor and shall not be an employee of City. City shall have the right to control Contractor only insofar as the results of Contractor's services 386
Short Form Services Agreement Between the City of Oakley and ________________________

rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Contractor accomplishes services rendered pursuant to this Agreement, Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Contractor and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.

7.2 Contractor, Not Agent. Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.

Section 8. LEGAL REQUIREMENTS.

8.1 Governing Law. The laws of the State of California shall govern this Agreement.

8.2 Compliance with Applicable Laws. Contractor and any subcontractors shall comply with all laws applicable to the performance of the work hereunder.

8.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Contractor and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.

8.4 Licenses and Permits. Contractor represents and warrants to City that Contractor and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature legally required to practice their respective professions. Contractor represents and warrants to City that Contractor and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Contractor and any subcontractors shall obtain and 387
Short Form Services Agreement Between the City of Oakley and ________________________

maintain during the term of this Agreement valid business licenses from City.

8.5 Nondiscrimination and Equal Opportunity. Contractor shall not discriminate, on the basis of a person's race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Contractor under this Agreement.

Contractor shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Contractor thereby.

Contractor shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.

Section 9. TERMINATION AND MODIFICATION.

9.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Contractor.

Contractor may cancel this Agreement upon 30 days written notice to City and shall include in such notice the reasons for cancellation.

In the event of termination, Contractor shall be entitled to compensation for services performed to the effective date of termination.

9.2 Amendments. The parties may amend this Agreement only by a writing signed by all the parties.

9.3 Assignment and Subcontracting. City and Contractor recognize and agree that this Agreement contemplates personal performance by Contractor and is based upon a determination of Contractor's unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Contractor. Contractor may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Contractor shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior 388
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written approval of the Contract Administrator.

9.4 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Contractor shall survive the termination of this Agreement.

9.5 Breach by Contractor. If Contractor materially breaches any of the terms of this Agreement, City may immediately terminate the Agreement.

Section 10. KEEPING AND STATUS OF RECORDS.

10.1 Records Created as Part of Contractor's Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Contractor prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Contractor hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Contractor agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties.

10.2 Contractor's Books and Records. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Contractor to this Agreement,

10.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Contractor to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) 389
Short Form Services Agreement Between the City of Oakley and ________________________

years after final payment under the Agreement.

Section 11 MISCELLANEOUS PROVISIONS.

11.1 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Contra Costa or in the United States District Court for the Northern District of California.

11.2 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.

11.3 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.

11.4 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties.

11.5 Use of Recycled Products. Contractor shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.

11.6 Conflict of Interest. Contractor may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Contractor in a "conflict of interest," as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.

Contractor shall not employ any official of City in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq.

Contractor hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Contractor was an employee, agent, appointee, or official of City in the previous twelve months, Contractor warrants that it did not participate in any manner in the forming of this Agreement. Contractor understands that, if this Agreement is made 390
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in violation of Government Code §1090 et. Seq., the entire Agreement is void and Contractor will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Contractor will be required to reimburse the City for any sums paid to the Contractor.

Contractor understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California.

11.7 Inconsistent Terms. If the terms or provisions of this Agreement conflict with or are inconsistent with any term or provision of any attachment or Exhibit attached hereto, then the terms and provisions of this Agreement shall prevail.

11.8 Solicitation. Contractor agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.

11.9 Contract Administration. This Agreement shall be administered by the ____________________ ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.

11.10 Notices.

Any written notice to Contractor shall be sent to:

Any written notice to City shall be sent to:

City of Oakley
Attn: _______________________
3231 Main St.

Oakley, CA 94561

11.11 Integration. This Agreement, including the attached exhibits, represents the entire and integrated agreement between City and Contractor and supersedes all prior negotiations, representations, and 391
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agreements, either written or oral.

11.12 Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

11.13 Authorized Signature. Each person and party signing this Agreement warrants that he/she has the authority to execute this Agreement on behalf of the principal and that the party will be bound by such signature.

The parties have executed this Agreement as of the Effective Date.

CITY: CONTRACTOR:

City of Oakley, a municipal corporation Name (STATE) (ENTITY TYPE) In the State of California
Sign:

Bryan H. Montgomery, City Manager Name:

Title:

Attest:

Libby Vreonis, City Clerk
Approved as to Form:

Derek Cole, City Attorney
392
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EXHIBIT A
Scope of Work/Compensation Schedule
393
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Exhibit B
Insurance Requirements
Specific Insurance Requirements and Required Policy Limits PROFESSIONAL SERVICES CONTRACTS:

Including, but not limited to architects, engineers, consultants, counselors, attorneys and accountants.

Consultant shall procure and maintain for the duration of its contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, employees or subcontractors.

Minimum scope of coverage
Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01) covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form number CA 0001 Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if Consultant provides written verification it has no employees)

4. Professional Liability (Errors and Omissions) Insurance appropriate to the Consultant’s profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate. Architects and Engineers coverage shall be endorsed to include contractual liability.

If the Consultant maintains higher limits than the minimums shown above, the Entity requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity. 394
Short Form Services Agreement Between the City of Oakley and ________________________

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts or equipment furnished in connection with such work or operations. General liability coverage should be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used).

Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City.

Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which Consultant or any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:
395
Short Form Services Agreement Between the City of Oakley and ________________________

1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.

Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
396

STAFF REPORT

City of Oakley | 3231 Main Street, Oakley, CA 94561
O (925) 625-7000 | F (925) 625-9859 | www.ci.oakley.ca.us DATE: March 26, 2024
TO: Joshua McMurray, City Manager
FROM: Paul Beard, Chief of Police
Jeri Tejeda, Administrative Services Director
SUBJECT: Adopt a Resolution authorizing the addition of a Police Officer Trainee classification to the Salary Schedule.

Background and Analysis
Police Officer recruitment continues to be a challenge for the City. Qualified lateral officers have become harder to find and quality still remains our priority over quantity.

To date, we have one vacant officer position, four officers and one sergeant out on extended medical leave, and the potential of some retirements before the end of the calendar year. The need to fill these vacancies remains our top priority and therefore staff is proposing the implementation of a Police Officer Trainee Classification.

A Police Officer Trainee classification would bring new challenges to the department, some risk to the City as well as the potential for great reward should it work. While we will not need additional funding for this, staff wants to ensure it is understood that we will be committing to paying for a trainee to go through the academy as well as paying for the cost of the academy itself. While the hourly rate is significantly lower than an Officer’s pay, the cost incurred will not immediately help the department. It is estimated we will not see the true benefit of this investment until 12-18 months from the hire date when the trainee clears probation. An officer trainee would be an at-will position and full-time employment would be dependent on graduating from the academy.

Statistics show that a fairly low percentage of those who apply to be a peace officer actually get hired by an organization. Factually speaking, in 1990 only one out of every hundred applicants would be hired and placed into an academy. Current day standards have risen to four out of every hundred applicants are hired and placed into an academy. The reason for this low percentage is due to the fact applicants go through medical testing, psychological testing, polygraph testing and a full background investigation. The hiring standards are strict for law-enforcement and these processes do a good job of drawing out the tendencies, traits, and past histories we want to avoid when seeking an Oakley Police Officer.

Even after we identify applicants who we believe to be a viable candidate, and even after that candidate passes all of the testing processes there is no guarantee our Approved and
Forwarded to the
City Council
397

STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 2
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US applicant would pass the basic police academy. There is currently a 10%-15% failure rate in the academy. Typical reasons for failing an academy are academic deficiencies, report writing deficiencies and faltering physical skills and fitness.

Once an applicant has passed all of the pre-employment testing and has passed the academy the applicant then enters a field training program that lasts 13 weeks for the Oakley Police Department. Historically we have only hired lateral police officers, so we do not have any in-house data on the failure rates of police trainees who do not pass our field training program, but regionally that failure rate is again 10%-15%.

After our applicant has passed our field training program they would be closely monitored, by a sergeant, for the balance of their probationary period with us.

While this will not begin until fiscal year 2024/25, we are before you this evening as time is of the essence. In order to make the academy deadline for the July 2024 academy, we need to begin recruitment immediately. Recruitment would include a full background and medical exam, including psychological testing, just like a sworn police officer. Any trainee would need to be able to pass all of the testing and the background, prior to the City sponsoring the trainee in the academy.

Should this item be approved this evening, staff will immediately post the position.

The schedule is ambitious and there is not a lot of room for the what-ifs. While staff is excited to take on this challenge and will remain hopeful that we can find two trainees to represent the City of Oakley, we want to remain realistic with the Council that at any point in the process, it could stall or even fail. Staff has some backup plans in place, but with anything that is new we anticipate a lot of learning and changing throughout the process.

Should everything go as planned, for the first time in the history of the department, the City of Oakley’s uniform would be worn by two trainees in the academy beginning in July 2024. Should both succeed, we would see them move to a full-time officer in January of 2025. This does not mean they will be an additional body for the department in January of 2025. They would still be required to go through the field training program and potentially not be a stand-alone officer until April-June of 2025.

Consistency with Oakley Strategic Plan 27+
This item is consistent with our strategic plans Community Health and Safety and Sustainable Organization goals. In order to maintain and accomplish many of the objectives set out in these goals, we need to ensure our staffing levels increase. 398

STAFF REPORT
CITY HALL | 3231 Main Street, Oakley, CA 94561 3
O (925) 625-7000 | F (925) 625-9859 | www.CI.Oakley.CA.US Fiscal Impact
While there is not a direct fiscal impact to the budget, the funding for sworn officers will be utilized for non-sworn positions for the first 6 months of employment while the Officer trainee attends the academy. Funds remain in the Police recruitment line item allocated from the ARPA funding and staff would intend to use this when necessary for any recruitment costs, including academy sponsorship.

Staff Recommendation
Adopt a Resolution authorizing the addition of a Police Officer Trainee classification to the Salary Schedule effective 03/26/2024.

Attachments

1. Resolution

2. Salary Schedule-Red-Lined

3. Police Officer Trainee – Job Description
399
RESOLUTION NO. X-24

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OAKLEY
AMENDING THE 2023-2024 EMPLOYEE SALARY SCHEDULE ADDING A NEW

JOB CLASSIFICATIONS
WHEREAS, the City Council adopted a Compensation Policy on June 25, 2001 establishing the City of Oakley’s policy regarding employee compensation in conformance to City Ordinance 17-00; and
WHEREAS, the Compensation Policy was amended on June 24, 2008 and on June 13, 2017; and
WHEREAS, on June 14, 2022 Council approved a new compensation and benefit package moving from merit increase to a step system for compensation; and WHEREAS, to assist with the recruitment of Police Officers, staff is recommending adding a Police Officer Trainee Classification to the Salary Schedule; and
WHEREAS, to attract the most qualified candidates, staff feels the requested positions are most appropriate; and
BE IT RESOLVED that the City Council of the City of Oakley hereby approves the addition of the Police Officer Trainee classification as noted in the attached salary schedule and also resolves the position will be a non-sworn, at will position until all required testing and certifications required by law have been successfully achieved.

PASSED, APPROVED AND ADOPTED this 26th day of March 2024 by the following vote.

AYES:

NOES:

ABSTENTION:

ABSENT:

APPROVED:
___________________
Anissa Williams, Mayor
ATTEST:
____________________ ________
Libby Vreonis, City Clerk Date
400
Position Unit Hourly/Salary Frequency Step AA Step A Step B Step C Step D Step E Step F Accountant UNREP S Hourly $ 44.27 $ 46.48 $ 48.81 $ 51.25 $ 53.81 Bi-Weekly $ 3,541.55 $ 3,718.62 $ 3,904.55 $ 4,099.78 $ 4,304.77 Monthly $ 7,673.35 $ 8,057.02 $ 8,459.87 $ 8,882.86 $ 9,327.00 Annually $ 92,080.20 $ 96,684.21 $ 101,518.42 $ 106,594.34 $ 111,924.06 Accounting Technician UNREP H Hourly $ 33.31 $ 34.97 $ 36.72 $ 38.56 $ 40.49 Bi-Weekly $ 2,664.60 $ 2,797.83 $ 2,937.73 $ 3,084.61 $ 3,238.84 Monthly $ 5,773.31 $ 6,061.98 $ 6,365.07 $ 6,683.33 $ 7,017.49 Annually $ 69,279.72 $ 72,743.71 $ 76,380.89 $ 80,199.94 $ 84,209.93 Administrative Assistant UNREP H Hourly $ 29.69 $ 31.17 $ 32.73 $ 34.37 $ 36.08 Bi-Weekly $ 2,374.95 $ 2,493.70 $ 2,618.39 $ 2,749.31 $ 2,886.77 Monthly $ 5,145.74 $ 5,403.02 $ 5,673.17 $ 5,956.83 $ 6,254.67 Annually $ 61,748.83 $ 64,836.27 $ 68,078.08 $ 71,481.99 $ 75,056.09 Administrative Services Director UNREP S Hourly $ 89.02 $ 93.47 $ 98.14 $ 103.05 $ 108.20 Bi-Weekly $ 7,121.23 $ 7,477.29 $ 7,851.16 $ 8,243.71 $ 8,655.90 Monthly $ 15,429.33 $ 16,200.80 $ 17,010.84 $ 17,861.38 $ 18,754.45 Annually $ 185,151.96 $ 194,409.56 $ 204,130.04 $ 214,336.54 $ 225,053.36 Administrative Supervisor UNREP S Hourly $ 37.42 $ 39.29 $ 41.26 $ 43.32 $ 45.48 Bi-Weekly $ 2,993.64 $ 3,143.32 $ 3,300.48 $ 3,465.51 $ 3,638.78 Monthly $ 6,486.21 $ 6,810.52 $ 7,151.05 $ 7,508.60 $ 7,884.03 Annually $ 77,834.52 $ 81,726.25 $ 85,812.56 $ 90,103.19 $ 94,608.35 Administrative Technician UNREP H Hourly $ 31.58 $ 33.16 $ 34.81 $ 36.55 $ 38.38 Bi-Weekly $ 2,526.12 $ 2,652.42 $ 2,785.04 $ 2,924.30 $ 3,070.51 Monthly $ 5,473.26 $ 5,746.92 $ 6,034.26 $ 6,335.98 $ 6,652.78 Annually $ 65,679.06 $ 68,963.02 $ 72,411.17 $ 76,031.72 $ 79,833.31 Assistant City Manager UNREP S Hourly $ 95.34 $ 100.10 $ 105.11 $ 110.36 $ 115.88 Bi-Weekly $ 7,626.86 $ 8,008.20 $ 8,408.61 $ 8,829.04 $ 9,270.49 Monthly $ 16,524.86 $ 17,351.10 $ 18,218.65 $ 19,129.59 $ 20,086.07 Annually $ 198,298.28 $ 208,213.19 $ 218,623.85 $ 229,555.04 $ 241,032.80 Assistant Engineer UNREP H Hourly $ 47.28 $ 49.64 $ 52.12 $ 54.73 $ 57.47 Bi-Weekly $ 3,782.28 $ 3,971.39 $ 4,169.96 $ 4,378.46 $ 4,597.38 Monthly $ 8,194.94 $ 8,604.69 $ 9,034.92 $ 9,486.67 $ 9,961.00 Annually $ 98,339.28 $ 103,256.24 $ 108,419.06 $ 113,840.01 $ 119,532.01 Assistant Recreation Coordinator UNREP H Hourly $ 30.54 $ 32.07 $ 33.67 $ 35.35 $ 37.12 Bi-Weekly $ 2,443.20 $ 2,565.36 $ 2,693.63 $ 2,828.31 $ 2,969.73 Monthly $ 5,293.61 $ 5,558.29 $ 5,836.21 $ 6,128.02 $ 6,434.42 Annually $ 63,523.32 $ 66,699.49 $ 70,034.46 $ 73,536.18 $ 77,212.99 Associate Engineer UNREP S Hourly $ 55.73 $ 58.51 $ 61.44 $ 64.51 $ 67.74 Bi-Weekly $ 4,458.07 $ 4,680.97 $ 4,915.02 $ 5,160.77 $ 5,418.81 Monthly $ 9,659.15 $ 10,142.11 $ 10,649.21 $ 11,181.67 $ 11,740.76 Annually $ 115,909.80 $ 121,705.29 $ 127,790.55 $ 134,180.08 $ 140,889.09 Associate Planner UNREP S Hourly $ 48.28 $ 50.69 $ 53.22 $ 55.89 $ 58.68 Bi-Weekly $ 3,862.11 $ 4,055.22 $ 4,257.98 $ 4,470.88 $ 4,694.42 Monthly $ 8,367.92 $ 8,786.31 $ 9,225.63 $ 9,686.91 $ 10,171.25 Annually $ 100,414.99 $ 105,435.74 $ 110,707.52 $ 116,242.90 $ 122,055.05 City of Oakley
Master Salary Schedule
All Positions
Effective February 13, 2024
401
Position Unit Hourly/Salary Frequency Step AA Step A Step B Step C Step D Step E Step F City of Oakley
Master Salary Schedule
All Positions
Effective February 13, 2024
Building Inspector I UNREP H Hourly $ 38.74 $ 40.68 $ 42.71 $ 44.85 $ 47.09 Bi-Weekly $ 3,099.17 $ 3,254.13 $ 3,416.84 $ 3,587.68 $ 3,767.06 Monthly $ 6,714.87 $ 7,050.61 $ 7,403.14 $ 7,773.30 $ 8,161.96 Annually $ 80,578.42 $ 84,607.35 $ 88,837.71 $ 93,279.60 $ 97,943.58 Building Inspector I (Y-RATE) UNREP H Hourly $ 48.85 $ 51.68 Bi-Weekly $ - $ - $ - $ 3,908.23 $ 4,134.01
Monthly $ - $ - $ - $ 8,467.84 $ 8,957.02
Annually $ - $ - $ - $ 101,614.03 $ 107,484.21
Building Inspector II w/Combo Cert UNREP H Hourly $ 42.61 $ 44.74 $ 46.98 $ 49.33 $ 51.80 Bi-Weekly $ 3,409.09 $ 3,579.54 $ 3,758.52 $ 3,946.45 $ 4,143.77 Monthly $ 7,386.36 $ 7,755.67 $ 8,143.46 $ 8,550.63 $ 8,978.16 Annually $ 88,636.28 $ 93,068.09 $ 97,721.50 $ 102,607.57 $ 107,737.95 Chief Building Official UNREP S Hourly $ 72.29 $ 75.91 $ 79.70 $ 83.69 $ 87.87 Bi-Weekly $ 5,783.34 $ 6,072.51 $ 6,376.14 $ 6,694.94 $ 7,029.69 Monthly $ 12,530.58 $ 13,157.11 $ 13,814.96 $ 14,505.71 $ 15,231.00 Annually $ 150,366.96 $ 157,885.31 $ 165,779.57 $ 174,068.55 $ 182,771.98 City Clerk/Paralegal UNREP S Hourly $ 65.41 $ 68.68 $ 72.11 $ 75.72 $ 79.50 Bi-Weekly $ 5,232.60 $ 5,494.23 $ 5,768.94 $ 6,057.39 $ 6,360.26 Monthly $ 11,337.30 $ 11,904.16 $ 12,499.37 $ 13,124.34 $ 13,780.56 Annually $ 136,047.57 $ 142,849.95 $ 149,992.45 $ 157,492.07 $ 165,366.67 City Manager* Contract S Hourly $ 133.41
Bi-Weekly $ 10,673.08
Monthly $ 23,125.00
Annually $ 277,500.00
Code Enforcement Technician UNREP H Hourly $ 32.28 $ 33.90 $ 35.59 $ 37.37 $ 39.24 Bi-Weekly $ 2,582.64 $ 2,711.77 $ 2,847.36 $ 2,989.73 $ 3,139.22 Monthly $ 5,595.72 $ 5,875.51 $ 6,169.28 $ 6,477.75 $ 6,801.64 Annually $ 67,148.67 $ 70,506.10 $ 74,031.40 $ 77,732.97 $ 81,619.62 Code Enforcement Officer UNREP H Hourly $ 38.74 $ 40.68 $ 42.71 $ 44.85 $ 47.09 Bi-Weekly $ 3,099.17 $ 3,254.13 $ 3,416.84 $ 3,587.68 $ 3,767.06 Monthly $ 6,714.87 $ 7,050.61 $ 7,403.14 $ 7,773.30 $ 8,161.96 Annually $ 80,578.42 $ 84,607.35 $ 88,837.71 $ 93,279.60 $ 97,943.58 Community Development Director UNREP S Hourly $ 88.54 $ 92.96 $ 97.61 $ 102.49 $ 107.62 Bi-Weekly $ 7,083.01 $ 7,437.16 $ 7,809.02 $ 8,199.47 $ 8,609.44 Monthly $ 15,346.52 $ 16,113.84 $ 16,919.53 $ 17,765.51 $ 18,653.79 Annually $ 184,158.19 $ 193,366.10 $ 203,034.41 $ 213,186.13 $ 223,845.43 Custodian UNREP H Hourly $ 27.17 $ 28.53 $ 29.95 $ 31.45 $ 33.02 Bi-Weekly $ 2,173.35 $ 2,282.02 $ 2,396.12 $ 2,515.92 $ 2,641.72 Monthly $ 4,708.92 $ 4,944.37 $ 5,191.59 $ 5,451.17 $ 5,723.73 Annually $ 56,507.08 $ 59,332.43 $ 62,299.05 $ 65,414.01 $ 68,684.71 Deputy City Clerk UNREP H Hourly $ 34.06 $ 35.76 $ 37.55 $ 39.42 $ 41.39 Bi-Weekly $ 2,724.41 $ 2,860.63 $ 3,003.66 $ 3,153.84 $ 3,311.53 Monthly $ 5,902.88 $ 6,198.02 $ 6,507.92 $ 6,833.32 $ 7,174.99 Annually $ 70,834.54 $ 74,376.27 $ 78,095.08 $ 81,999.84 $ 86,099.83 402
Position Unit Hourly/Salary Frequency Step AA Step A Step B Step C Step D Step E Step F City of Oakley
Master Salary Schedule
All Positions
Effective February 13, 2024
Economic Development Analyst UNREP S Hourly $ 51.27 $ 53.83 $ 56.52 $ 59.35 $ 62.32 Bi-Weekly $ 4,101.36 $ 4,306.42 $ 4,521.75 $ 4,747.83 $ 4,985.23 Monthly $ 8,886.27 $ 9,330.59 $ 9,797.12 $ 10,286.97 $ 10,801.32 Annually $ 106,635.28 $ 111,967.05 $ 117,565.40 $ 123,443.67 $ 129,615.85 Engineering Manager UNREP S Hourly $ 68.84 $ 72.28 $ 75.90 $ 79.69 $ 83.68 Bi-Weekly $ 5,507.30 $ 5,782.67 $ 6,071.80 $ 6,375.39 $ 6,694.16 Monthly $ 11,932.49 $ 12,529.11 $ 13,155.56 $ 13,813.34 $ 14,504.01 Annually $ 143,189.82 $ 150,349.31 $ 157,866.78 $ 165,760.12 $ 174,048.12 Engineering Technician UNREP H Hourly $ 37.10 $ 38.95 $ 40.90 $ 42.94 $ 45.09 Bi-Weekly $ 2,967.67 $ 3,116.05 $ 3,271.86 $ 3,435.45 $ 3,607.22 Monthly $ 6,429.95 $ 6,751.45 $ 7,089.02 $ 7,443.47 $ 7,815.64 Annually $ 77,159.40 $ 81,017.37 $ 85,068.24 $ 89,321.65 $ 93,787.73 Facilities Maintenance Worker UNREP H Hourly $ 31.91 $ 33.51 $ 35.18 $ 36.94 $ 38.79 Bi-Weekly $ 2,552.80 $ 2,680.44 $ 2,814.46 $ 2,955.19 $ 3,102.95 Monthly $ 5,531.07 $ 5,807.62 $ 6,098.00 $ 6,402.90 $ 6,723.05 Annually $ 66,372.83 $ 69,691.47 $ 73,176.04 $ 76,834.85 $ 80,676.59 Finance Manager UNREP S Hourly $ 66.41 $ 69.73 $ 73.22 $ 76.88 $ 80.72 Bi-Weekly $ 5,312.83 $ 5,578.47 $ 5,857.39 $ 6,150.26 $ 6,457.78 Monthly $ 11,511.13 $ 12,086.69 $ 12,691.02 $ 13,325.57 $ 13,991.85 Annually $ 138,133.56 $ 145,040.24 $ 152,292.25 $ 159,906.86 $ 167,902.21 Human Resources Manager UNREP S Hourly $ 66.41 $ 69.73 $ 73.22 $ 76.88 $ 80.72 Bi-Weekly $ 5,312.83 $ 5,578.47 $ 5,857.39 $ 6,150.26 $ 6,457.78 Monthly $ 11,511.13 $ 12,086.69 $ 12,691.02 $ 13,325.57 $ 13,991.85 Annually $ 138,133.56 $ 145,040.24 $ 152,292.25 $ 159,906.86 $ 167,902.21 Information Technology Manager UNREP S Hourly $ 60.96 $ 64.01 $ 67.21 $ 70.57 $ 74.10 Bi-Weekly $ 4,876.98 $ 5,120.83 $ 5,376.87 $ 5,645.71 $ 5,928.00 Monthly $ 10,566.79 $ 11,095.13 $ 11,649.89 $ 12,232.38 $ 12,844.00 Annually $ 126,801.48 $ 133,141.55 $ 139,798.63 $ 146,788.56 $ 154,127.99 Office Assistant UNREP H Hourly $ 22.18 $ 23.29 $ 24.45 $ 25.68 $ 26.96 Bi-Weekly $ 1,774.36 $ 1,863.08 $ 1,956.24 $ 2,054.05 $ 2,156.75 Monthly $ 3,844.45 $ 4,036.68 $ 4,238.51 $ 4,450.44 $ 4,672.96 Annually $ 46,133.45 $ 48,440.13 $ 50,862.13 $ 53,405.24 $ 56,075.50 Payroll Specialist UNREP H Hourly $ 38.88 $ 40.82 $ 42.86 $ 45.01 $ 47.26 Bi-Weekly $ 3,110.26 $ 3,265.77 $ 3,429.06 $ 3,600.51 $ 3,780.54 Monthly $ 6,738.89 $ 7,075.83 $ 7,429.63 $ 7,801.11 $ 8,191.16 Annually $ 80,866.68 $ 84,910.01 $ 89,155.51 $ 93,613.29 $ 98,293.95 Park Ranger UNREP H Hourly $ 38.74 $ 40.68 $ 42.71 $ 44.85 $ 47.09 Bi-Weekly $ 3,099.17 $ 3,254.13 $ 3,416.84 $ 3,587.68 $ 3,767.06 Monthly $ 6,714.87 $ 7,050.61 $ 7,403.14 $ 7,773.30 $ 8,161.96 Annually $ 80,578.42 $ 84,607.35 $ 88,837.71 $ 93,279.60 $ 97,943.58 Permit Technician UNREP H Hourly $ 31.04 $ 32.59 $ 34.22 $ 35.93 $ 37.73 Bi-Weekly $ 2,483.20 $ 2,607.36 $ 2,737.73 $ 2,874.62 $ 3,018.35 Monthly $ 5,380.27 $ 5,649.28 $ 5,931.75 $ 6,228.34 $ 6,539.75 Annually $ 64,563.24 $ 67,791.40 $ 71,180.97 $ 74,740.02 $ 78,477.02 403
Position Unit Hourly/Salary Frequency Step AA Step A Step B Step C Step D Step E Step F City of Oakley
Master Salary Schedule
All Positions
Effective February 13, 2024
Planning Manager UNREP S Hourly $ 72.25 $ 75.87 $ 79.66 $ 83.64 $ 87.82 Bi-Weekly $ 5,780.20 $ 6,069.21 $ 6,372.67 $ 6,691.30 $ 7,025.87 Monthly $ 12,523.76 $ 13,149.95 $ 13,807.45 $ 14,497.82 $ 15,222.71 Annually $ 150,285.12 $ 157,799.37 $ 165,689.34 $ 173,973.81 $ 182,672.50 Police Chief Contract S Hourly $ 114.96
Bi-Weekly $ 9,196.62
Monthly $ 19,926.00
Annually $ 239,112.00
Police Lieutenant UNREP S Hourly $ 74.95 $ 78.70 $ 82.64 $ 86.77 $ 91.11 $ 95.66 Bi-Weekly $ 5,996.25 $ 6,296.06 $ 6,610.86 $ 6,941.41 $ 7,288.48 $ 7,652.90 Monthly $ 12,991.87 $ 13,641.46 $ 14,323.54 $ 15,039.71 $ 15,791.70 $ 16,581.28 Annually $ 155,902.45 $ 163,697.57 $ 171,882.45 $ 180,476.57 $ 189,500.40 $ 198,975.42 Police Officer OPOA H Hourly 48.23 $ 50.64 $ 53.17 $ 55.83 $ 58.62 $ 61.55 $ 64.63 Bi-Weekly $ 3,858.13 $ 4,051.04 $ 4,253.59 $ 4,466.27 $ 4,689.59 $ 4,924.06 $ 5,170.27 Monthly $ 8,359.29 $ 8,777.25 $ 9,216.12 $ 9,676.92 $ 10,160.77 $ 10,668.81 $ 11,202.25 Annually $ 100,311.47 $ 105,327.04 $ 110,593.39 $ 116,123.06 $ 121,929.21 $ 128,025.68 $ 134,426.96 Police Records Assistant UNREP H Hourly $ 28.18 $ 29.59 $ 31.07 $ 32.62 $ 34.25 Bi-Weekly $ 2,254.16 $ 2,366.87 $ 2,485.22 $ 2,609.48 $ 2,739.95 Monthly $ 4,884.02 $ 5,128.22 $ 5,384.64 $ 5,653.87 $ 5,936.56 Annually $ 58,608.28 $ 61,538.69 $ 64,615.63 $ 67,846.41 $ 71,238.73 Police Records Supervisor UNREP S Hourly $ 41.03 $ 43.08 $ 45.24 $ 47.50 $ 49.87 Bi-Weekly $ 3,282.49 $ 3,446.61 $ 3,618.94 $ 3,799.89 $ 3,989.88 Monthly $ 7,112.05 $ 7,467.66 $ 7,841.04 $ 8,233.09 $ 8,644.75 Annually $ 85,344.65 $ 89,611.88 $ 94,092.47 $ 98,797.10 $ 103,736.95 Police Sergeant OPOA H Hourly $ 60.64 $ 63.67 $ 66.86 $ 70.20 $ 73.71 $ 77.39 Bi-Weekly $ 4,851.28 $ 5,093.84 $ 5,348.54 $ 5,615.96 $ 5,896.76 $ 6,191.60 Monthly $ 10,511.11 $ 11,036.66 $ 11,588.50 $ 12,167.92 $ 12,776.32 $ 13,415.13 Annually $ 126,133.28 $ 132,439.94 $ 139,061.94 $ 146,015.04 $ 153,315.79 $ 160,981.58 Police Services Assistant UNREP H Hourly $ 31.58 $ 33.16 $ 34.81 $ 36.55 $ 38.38 Bi-Weekly $ 2,526.12 $ 2,652.42 $ 2,785.04 $ 2,924.30 $ 3,070.51 Monthly $ 5,473.26 $ 5,746.92 $ 6,034.26 $ 6,335.98 $ 6,652.78 Annually $ 65,679.06 $ 68,963.02 $ 72,411.17 $ 76,031.72 $ 79,833.31 Property & Evidence Technician UNREP S Hourly $ 34.07 $ 35.77 $ 37.56 $ 39.44 $ 41.41 Bi-Weekly $ 2,725.46 $ 2,861.73 $ 3,004.82 $ 3,155.06 $ 3,312.81 Monthly $ 5,905.17 $ 6,200.42 $ 6,510.44 $ 6,835.97 $ 7,177.77 Annually $ 70,861.98 $ 74,405.08 $ 78,125.33 $ 82,031.60 $ 86,133.18 Public Works Director/City Engineer UNREP S Hourly $ 86.05 $ 90.35 $ 94.87 $ 99.62 $ 104.60 Bi-Weekly $ 6,884.13 $ 7,228.34 $ 7,589.75 $ 7,969.24 $ 8,367.70 Monthly $ 14,915.62 $ 15,661.40 $ 16,444.47 $ 17,266.69 $ 18,130.02 Annually $ 178,987.38 $ 187,936.75 $ 197,333.59 $ 207,200.27 $ 217,560.28 Public Works Inspector UNREP H Hourly $ 42.64 $ 44.77 $ 47.01 $ 49.36 $ 51.83 Bi-Weekly $ 3,411.23 $ 3,581.79 $ 3,760.88 $ 3,948.92 $ 4,146.37 Monthly $ 7,390.99 $ 7,760.54 $ 8,148.57 $ 8,556.00 $ 8,983.80 Annually $ 88,691.90 $ 93,126.49 $ 97,782.82 $ 102,671.96 $ 107,805.56 404
Position Unit Hourly/Salary Frequency Step AA Step A Step B Step C Step D Step E Step F City of Oakley
Master Salary Schedule
All Positions
Effective February 13, 2024
Public Works Maintenance Foreman UNREP H Hourly $ 36.03 $ 37.83 $ 39.73 $ 41.71 $ 43.80 Bi-Weekly $ 2,882.57 $ 3,026.70 $ 3,178.03 $ 3,336.94 $ 3,503.78 Monthly $ 6,245.57 $ 6,557.85 $ 6,885.74 $ 7,230.03 $ 7,591.53 Annually $ 74,946.84 $ 78,694.18 $ 82,628.89 $ 86,760.33 $ 91,098.35 Public Works Maintenance Manager UNREP S Hourly $ 61.29 $ 64.36 $ 67.58 $ 70.96 $ 74.50 Bi-Weekly $ 4,903.54 $ 5,148.72 $ 5,406.16 $ 5,676.47 $ 5,960.29 Monthly $ 10,624.35 $ 11,155.56 $ 11,713.34 $ 12,299.01 $ 12,913.96 Annually $ 127,492.16 $ 133,866.77 $ 140,560.11 $ 147,588.12 $ 154,967.52 Public Works Maintenance Supervisor UNREP S Hourly $ 46.91 $ 49.25 $ 51.71 $ 54.30 $ 57.01 Bi-Weekly $ 3,752.47 $ 3,940.10 $ 4,137.10 $ 4,343.96 $ 4,561.16 Monthly $ 8,130.36 $ 8,536.88 $ 8,963.72 $ 9,411.91 $ 9,882.50 Annually $ 97,564.32 $ 102,442.54 $ 107,564.66 $ 112,942.90 $ 118,590.04 Public Works Maintenance Worker UNREP H Hourly $ 32.36 $ 33.98 $ 35.68 $ 37.46 $ 39.33 Bi-Weekly $ 2,588.69 $ 2,718.13 $ 2,854.03 $ 2,996.74 $ 3,146.57 Monthly $ 5,608.83 $ 5,889.28 $ 6,183.74 $ 6,492.93 $ 6,817.57 Annually $ 67,306.01 $ 70,671.31 $ 74,204.88 $ 77,915.12 $ 81,810.87 Recreation & Events Coordinator UNREP H Hourly $ 32.83 $ 34.47 $ 36.20 $ 38.01 $ 39.91 Bi-Weekly $ 2,626.62 $ 2,757.95 $ 2,895.85 $ 3,040.65 $ 3,192.68 Monthly $ 5,691.02 $ 5,975.57 $ 6,274.35 $ 6,588.06 $ 6,917.47 Annually $ 68,292.21 $ 71,706.82 $ 75,292.17 $ 79,056.77 $ 83,009.61 Recreation Manager UNREP S Hourly $ 54.11 $ 56.81 $ 59.66 $ 62.64 $ 65.77 Bi-Weekly $ 4,328.71 $ 4,545.15 $ 4,772.41 $ 5,011.03 $ 5,261.58 Monthly $ 9,378.88 $ 9,847.82 $ 10,340.22 $ 10,857.23 $ 11,400.09 Annually $ 112,546.56 $ 118,173.89 $ 124,082.58 $ 130,286.71 $ 136,801.05 Senior Permit Technician UNREP H Hourly $ 36.14 $ 37.95 $ 39.84 $ 41.84 $ 43.93 Bi-Weekly $ 2,891.10 $ 3,035.66 $ 3,187.44 $ 3,346.81 $ 3,514.16 Monthly $ 6,264.06 $ 6,577.26 $ 6,906.13 $ 7,251.43 $ 7,614.00 Annually $ 75,168.72 $ 78,927.16 $ 82,873.51 $ 87,017.19 $ 91,368.05 *Per contract is effective July 1, 2023
City Council Member Elected Monthly $ 456.75
Police Service Assistant Part Time H Hourly $ 31.58 $ 38.38 Recreation Leader Part Time H Hourly $ 17.88 $ 20.35
Recreation Aide Part Time H Hourly $ 16.25 $ 18.50
Senior Recreation Leader Part Time H Hourly $ 19.67 $ 22.39 Police Officer Trainee Limited Term H Hourly $ 38.00
Recreation Leader Seasonal H Hourly $ 17.88 $ 20.35
Recreation Aide Seasonal H Hourly $ 16.25 $ 18.50
Senior Recreation Leader Seasonal H Hourly $ 19.67 $ 22.39 405
Police Officer Trainee
Police Officer Trainee 1
Classification: Limited Term At-Will
FLSA Designation: Non-Exempt
Department: Police
Last Updated: March 2024
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job.

SUMMARY DESCRIPTION
The Police Officer Trainee is a non-sworn position. Trainees attend a POST approved academy and upon successful graduation are appointed to the position of Police Officer. This is an outstanding opportunity for individuals with a desire to begin a career in law enforcement. Applicants should have the ability to learn and interpret laws, regulations, policies and procedures. Police Officer Trainees should have effective written and oral communication skills. Individuals assigned to this classification will be at-will employees and full time employment is dependent on completing all necessary training and testing required to become a Sworn Peace Officer.

ESSENTIAL DUTIES
The following duties are typical for this classification. Incumbents may not perform all of the listed duties and/or may be required to perform additional or different duties from those set forth below to address business needs and changing business practices.
 Attend a certified academy designed to provide an overview of the criminal justice system including knowledge of laws, police procedures, law enforcement techniques, first aid, and physical fitness.  Undergoes training to develop an awareness of the functions and responsibilities of Police Officers and how they relate to field operations.  Academy and field training includes activities such as:
 Instruction on proper handling and firing of firearms.  Review of radio codes and applicable Penal Code sections.  Overview of the court system
 Public contact skills including, but not limited to:
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 Answering telephone calls and dispensing public information.  Writing and editing police reports.
 Observing law enforcement activities such as maintenance of order, crime prevention, and protection of citizens and property.

QUALIFICATIONS
The following generally describes the knowledge and ability required to enter the job and/or be learned within a short period of time in order to successfully perform the assigned duties.

Knowledge of:
 Basic functions, principles, and practices of law enforcement agencies.  Activities and programs of a municipal Police Department.  Basic principles of record keeping.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination.
 Computers and software programs (e.g., Microsoft software packages) to conduct, compile, and/or generate documentation.

Ability to:
 Learn basic functions, principles, and practices of law enforcement agencies.  Learn police terminology and law enforcement codes.
 Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.  Learn and understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities.  Independently organize work, set priorities, meet critical deadlines, and followup on assignments.  Effectively use computer systems, software applications, and modern business equipment to perform a variety of work tasks.
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 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

EDUCATION AND EXPERIENCE GUIDELINES
Any combination of education and experience that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

Education and Training: Equivalent to the completion of the twelfth grade.

Experience: Any experience to support the above job qualification and knowledge is highly desirable.

Licenses and Certificates: Possession of a valid California driver’s license with a good driving record. Must pass a medical exam, psychological testing and a background investigation as required by P.O.S.T.

Applicants must be 20 ½ years of age at the time of application.

PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. The City will engage in a timely, good faith interactive process to identify reasonable accommodation to enable qualified individuals to perform the essential job functions.

Environment: Reactive emergency, natural or man-made disaster, and routine peace keeping environments with travel from site to site; the employee is regularly exposed to outside weather conditions; occasionally exposed to fumes or airborne particles, toxic or caustic chemicals, extreme cold, extreme heat, risk of electrical shock, risk of radiation, and vibration; exposed to potentially hostile environments; extensive public contact; the noise level in the work environment is usually moderate; however, the noise level is occasionally very loud due to sirens, firearm 408
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training, etc.; incumbents required to work various shifts, including evenings and weekends.

Physical: Primary functions require sufficient physical ability to work in a law enforcement setting; an office setting; restrain or subdue individuals; walk, stand, sit, or run for prolonged periods of time; occasionally stoop, bend, kneel, crouch, reach, and twist; occasionally climb and balance; regularly push, pull, lift, and/or carry light to moderate weights; frequently lift and/or move moderate to heavy weights; occasionally lift and/or move heavy weights; operate office equipment including use of computer keyboard; requires a sense of touch, finger dexterity, and gripping with hands and fingers; ability to speak and hear to exchange information; ability to operate a vehicle to travel to various locations; ability to operate and use specialized law enforcement tools and equipment including guns and handcuffs; and to verbally communicate to exchange information. Must be cleared through a qualified medical exam and meet the requirements set by P.O.S.T.

Vision: See in the normal visual range with or without correction. Must be cleared through a qualified medical exam and meet the requirements set by P.O.S.T.

Hearing: Hear in the normal audio range with or without correction. Must be cleared through a qualified medical exam and meet the requirements set by P.O.S.T.

EMPLOYEE ACKNOWLEDGEMENT AND ACCEPTANCE
I acknowledge I have received and read my job description and understand and accept the responsibilities, qualifications, physical demands, and work environment this position requires.

Employee’s Name (print) Employee’s Signature Date
Supervisor Name (print) Supervisor’s signature Date
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