Agenda packet, regular meeting — Palm Desert City Council, January 8, 2026 (part 2 of 5)

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: January 8, 2026
PREPARED BY: Tristan Morales, Accounting Supervisor
Veronica Chavez, Director of Finance
SUBJECT: RESOLUTION FOR RECOGNIZED OBLIGATION PAYMENT SCHEDULE

AND ADMINISTRATIVE BUDGETS FOR THE FISCAL PERIOD FROM
JULY 1, 2026, THROUGH JUNE 30, 2027, PURSUANT TO HEALTH AND SAFETY CODE SECTION 34177 AND TAKING CERTAIN RELATED

ACTIONS
RECOMMENDATION:

Adopt a Resolution entitled, “A RESOLUTION OF THE BOARD OF DIRECTORS OF THE

SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY APPROVING

A RECOGNIZED OBLIGATION PAYMENT SCHEDULE AND ADMINISTRATIVE BUDGET FOR THE FISCAL PERIOD FROM JULY 1, 2026 THROUGH JUNE 30, 2027, PURSUANT TO HEALTH AND SAFETY CODE SECTION 34177 AND TAKING CERTAIN RELATED ACTIONS.

BACKGROUND/ANALYSIS:

Approval of these items is required pursuant to dissolution law in order to fund the approved enforceable obligations of the Successor Agency to the Palm Desert Redevelopment Agency in the 2026-27 Fiscal Year.

Health and Safety Code (“HSC”) Section 34177 requires that the Successor Agency prepare a Recognized Obligation Payment Schedule (“ROPS”) annually, listing the anticipated payments for enforceable obligations to be made from July 1 through the following June 30. The Successor Agency must also prepare a proposed administrative budget for each six-month period, that includes: (1) estimated amounts for Successor Agency administrative costs for the applicable six-month fiscal period; (2) proposed sources of payment for the administrative costs; and (3) proposals for arrangements for administrative and operations services provided by the City of Palm Desert (the “City”) or another entity.

All ROPS and Administrative Budgets must be approved by the Riverside County Countywide Oversight Board and submitted to the DOF for review. During their review, the DOF may eliminate or modify any item on the ROPS before approving the ROPS. The process timeline, pursuant to HSC Section 34177, is as follows:
 January 8, 2026 ROPS/Admin Submitted to SARDA for approval  January 15, 2026 ROPS/Admin Submitted to County OSB for approval  February 1, 2026 ROPS/Admin due to DOF and CAC for approval  April 15, 2026 Deadline for DOF to provide approval to SARDA 211
City of Palm Desert
FY 2026-27 ROPS and Administrative Budget Submission

Page 2 of 3 ends

The County Auditor-Controller is required to make Redevelopment Property Tax Trust Fund (RPTTF) disbursements to the Successor Agency pursuant to the DOF-approved ROPS for Fiscal Year 2026-27 on June 1, 2026 and January 2, 2027.

Staff recommends that the Board of Directors of the Successor Agency adopt the resolution approving the ROPS and Administrative Budgets for Fiscal Year 2026-27 and taking certain related actions.

Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

The preparation and submittal of ROPS and Administrative Budgets for Fiscal Year 2026-27 are necessary to allow the Successor Agency to pay its enforceable obligations for the period from July 1, 2026, to June 30, 2027.

The “administrative cost allowance” refers to the amount of administrative costs that the Successor Agency may pay from monies received from the RPTTF. Subject to the Dissolution Act, the permitted administrative cost allowance is the greater of: (i) $250,000 per fiscal year, or (ii) up to 3 percent of the prior year RPTTF distribution less administrative cost allowance and repayments of city loans; provided it does not exceed 50% of the prior year RPTTF distribution.

ATTACHMENTS:

1. Resolution

2. ROPS FY 2026-27 Submission

3. ROPS FY 2026-27 Administrative Budget
212
City of Palm Desert
FY 2026-27 ROPS and Administrative Budget Submission

Page 3 of 3 ends

CONFLICT OF INTEREST AWARENESS CHECKLIST:
☐ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☐ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts.

Applicant(s)/Appellant(s): _________________________
Councilmembers should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308).

A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SUCCESSOR

AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY

APPROVING A RECOGNIZED OBLIGATION PAYMENT SCHEDULE AND
ADMINISTRATIVE BUDGETS FOR THE FISCAL PERIOD FROM JULY 1, 2026 THROUGH JUNE 30, 2027, PURSUANT TO HEALTH AND SAFETY CODE SECTION 34177 AND TAKING CERTAIN RELATED ACTIONS
RECITALS:

A. Pursuant to Health and Safety Code (“HSC”) Section 34177(o), the Successor Agency to the Palm Desert Redevelopment Agency (the “Successor Agency”) must prepare a Recognized Obligation Payment Schedule listing the anticipated payments for enforceable obligations to be made by the Successor Agency during the fiscal period from July 1, 2026 through June 30, 2027 (“ROPS 26-27”) and submit ROPS 2026-27 to the oversight board of the Successor Agency for approval.

B. Pursuant to HSC Section 34179(j), commencing on and after July 1, 2018, the Riverside Countywide Oversight Board (the “Oversight Board”) has jurisdiction over the Successor Agency.

C. Pursuant to HSC 34177(l)(2)(B), at the same time that the Successor Agency submits ROPS 26-27 to the Oversight Board for approval, the Successor Agency must submit a copy of such ROPS 2026-27 to the State Department of Finance (the “DOF”), the County administrative officer, and the County Auditor-Controller.

D. Pursuant to HSC Section 34177(j), the Successor Agency must prepare a proposed administrative budget for each six-month fiscal period (commencing each January 1 and July 1) and submit each proposed administrative budget to the Oversight Board for approval.

E. Each proposed administrative budget shall include all of the following: (1) estimated amounts for Successor Agency administrative costs for the upcoming sixmonth fiscal period; (2) proposed sources of payment for the costs identified in (1); and (3) proposals for arrangements for administrative and operations services provided by the City of Palm Desert or another entity.

F. Pursuant to HSC Section 34177(l)(2)(C) and Section 34177(o)(1), the Successor Agency must: (i) submit the Oversight Board-approved ROPS 2026-27 to the DOF, the Office of the State Controller, and the County Auditor-Controller no later than February 1, 2026, and (ii) post a copy of the Oversight Board-approved ROPS 2026-27 on the Successor Agency’s website.
215
Resolution No. SA-RDA Page 2

NOW, THEREFORE, THE BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY (THE “BOARD”), HEREBY FINDS, DETERMINES, RESOLVES, AND ORDERS AS FOLLOWS:

SECTION 1. The above recitals are true and correct and are a substantive part of this Resolution.

SECTION 2. ROPS 2026-27, substantially in the form attached hereto as Exhibit A, is hereby approved.

SECTION 3. Each of Administrative Budget 2026-27A (covering the period from July 1, 2026 through December 31, 2026) and Administrative Budget 2026-27B (covering the period from January 1, 2027 through June 30, 2027) (together, “Administrative Budgets 2026-27”), substantially in the form attached hereto as Exhibit B, is hereby approved.

SECTION 4. The Executive Director of the Successor Agency, in consultation with the Successor Agency’s legal counsel, may modify ROPS 2026-27 and/or the Administrative Budgets 2026-27 as the Executive Director or the Successor Agency’s legal counsel deems necessary or advisable.

SECTION 5. Staff is hereby authorized and directed to submit a copy of ROPS 2026-27 to the Oversight Board for approval and, at the same time, transmit a copy of ROPS 2026-27 to the DOF, the County Auditor-Controller and the County administrative officer as designated by the County.

SECTION 6. Staff is hereby authorized and directed to also submit the proposed Administrative Budgets to the Oversight Board for approval.

SECTION 7. Staff is hereby authorized and directed to submit a copy of Oversight Board-approved ROPS 2026-27 to the DOF, the Office of the State Controller, and the County Auditor-Controller. If the Oversight Board has not approved ROPS 2026-27 by February 1, 2026, Staff is hereby authorized and directed to transmit ROPS 2026-27 to the DOF, the Office of the State Controller, and the County Auditor-Controller by February 1, 2026, with a written notification regarding the status of the Oversight Board’s review.

Written notice and information regarding the action of the Oversight Board shall be provided to the DOF by electronic means and in a manner of DOF’s choosing.

SECTION 8. This Board hereby represents and warrants to the Oversight Board that it examined all of the items on the ROPS 2026-27 and finds that each of them is necessary for the continued maintenance and preservation of property owned by the Successor Agency until disposition in accordance with the Dissolution Act, the continued administration of the ongoing enforceable obligations, or the expeditious wind-down of the affairs of the former Palm Desert Redevelopment Agency by the Successor Agency.

SECTION 9. Staff is hereby authorized and directed to post a copy of the Oversight Board-approved ROPS 2026-27 on the Successor Agency’s Internet website (being a page on the Internet website of the City of Palm Desert). 216
Resolution No. SA-RDA Page 3
SECTION 10. The officers and the other Staff members of the Successor Agency are hereby authorized and directed, jointly and severally, to do any and all things which they may deem necessary or advisable to effectuate this Resolution, including but not limited to requesting additional review by the DOF and an opportunity to meet and confer on any disputed items, and making adjustments to ROPS 2026-27 and/or Administrative Budgets 2026-27 pursuant to the DOF’s instructions, and any such actions previously taken are hereby ratified and confirmed.

ADOPTED ON JANUARY 8, 2026
_________________________________

EVAN TRUBEE
CHAIR
ATTEST:

________________________________
ANTHONY J. MEJIA

SECRETARY

SUCCESSOR AGENCY TO THE

PALM DESERT REDEVELOPMENT AGENCY
I, Anthony J. Mejia, Secretary of the Successor Agency to the Palm Desert Redevelopment Agency, hereby certify that Resolution No. SA-RDA -__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the Successor Agency to the Palm Desert Redevelopment Agency on January 8, 2026, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. _________________________
ANTHONY J. MEJIA

CITY CLERK
217
Resolution No. SA-RDA Page 4

EXHIBIT A

SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY

RECOGNIZED OBLIGATION PAYMENT SCHEDULE
(July 1, 2026 – June 30, 2027)
218
Resolution No. SA-RDA Page 5

EXHIBIT B

SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY

ADMINISTRATIVE BUDGETS
(July 1, 2026 – December 31, 2026); and
(January 1, 2027 - June 30, 2027)
219
220
Exhibit "B"
BASED ON PY RPTTF DEPOSIT ROPS 26-27A ROPS 26-27B
Jul 1 - Dec 31, 2026 Jan 1 - June 30, 2027
Administrative Cost Allowance 276,286 319,465
ROPS 26-27A
Budget
ROPS 26-27B
Budget Source of
ADMINISTRATIVE COSTS Jul 1 - Dec 31, 2026 Jan 1 - June 30, 2027 Payment Auditing Service 7,500 7,500 A
Bank Fees 2,500 10,000 A
Consulting Services 10,000 5,000 A
Legal Services 25,000 25,000 A
Personnel Expenditures1 231,286 2 271,965 2 A, B
Total Administrative Costs 276,286 319,465
A - Administrative Allowance, B - City General Fund
1 Includes salaries, training, travel, meetings, supplies, equipment, etc.

Successor Agency to the
Palm Desert Redevelopment Agency
ROPS 2026-27
2 City staff time reimbursement costs in excess of SARDA allowable administrative costs (as adjusted per Department of Finance) will be borne by the City's General Fund. 12/16/2025
11:20 AM Proposed Administrative Budgets A&B - FY 26-27 221 222
Recognized Obligation Payment Schedule (ROPS 26-27) - Summary Filed for the July 1, 2026 through June 30, 2027 Period Successor Agency: Palm Desert
County: Riverside
Current Period Requested Funding for Enforceable
Obligations (ROPS Detail)
26-27A Total
(July -
December)
26-27B Total
(January -
June)
ROPS 26-27
Total
A Enforceable Obligations Funded as Follows (B+C+D) $ 276,286 $ 4,980 $ 281,266 B Bond Proceeds - - -
C Reserve Balance - - -
D Other Funds 276,286 4,980 281,266
E Redevelopment Property Tax Trust Fund (RPTTF) (F+G) $ 9,402,679 $ 9,346,902 $ 18,749,581 F RPTTF 9,402,679 9,032,417 18,435,096
G Administrative RPTTF - 314,485 314,485
H Current Period Enforceable Obligations (A+E) $ 9,678,965 $ 9,351,882 $ 19,030,847 Certification of Oversight Board Chairman:

Name Title
Pursuant to Section 34177 (o) of the Health and Safety
code, I hereby certify that the above is a true and
accurate Recognized Obligation Payment Schedule for
the above named successor agency. /s/
Signature Date
223
Palm Desert
Recognized Obligation Payment Schedule (ROPS 26-27) - ROPS Detail July 1, 2026 through June 30, 2027

Desert Rose,
Etc. PDHA
subsidy for
1,100 Afford
Units
1 221,173,384 N $- - - - - - $- - - - - - $-
43 Agency
Owned
Properties
Property
Maintenance
07/01/
2013
06/30/2028 Utilities,
Maint
Services,
HOA Dues,
Etc.

Agency
owned
properties
monthly
carrying
costs prior to
disposition.
1 375,000 N $80,000 - - - 40,000 - $40,000 - - - 40,000 - $40,000 44 Additional
Disclosures
on TAB's
Fees 07/01/
2013
06/30/2042 Willdan Additional
disclosures
that will be
required to
report
changes in
the
allocation of
tax
increment
and the
payment on
tax allocation
bonds due to
AB 26.

These
disclosures
would not
have been
necessary
without this
legislative
change.
1 30,000 N $1,500 - - - 750 - $750 - - - 750 - $750
56 2003 Tax Bonds 03/12/ 08/01/2033 US Bank Semi-Annual 2 13,884,750 N $1,978,750 - - - 286,875 - $286,875 - - - 1,691,875 - $1,691,875 224

Vineyards,
Emerald
Brook (Palm
Desert 103)
PDHA
subsidy for
1,100 Afford
Units
2 63,072,039 N $- - - - - - $- - - - - - $-
119 Stipulated
Judgement
Case No.
51124
Litigation 11/20/
1991
07/15/2038 Various Duties
required
under said
court order.

Falcon Crest
Afford
Housing Dev
-
Homeowners
at lots 1
through 93,
et al. PDHA
Subsidy for
1,100
Affordable
Units
3 16,602,589 N $- - - - - - $- - - - - - $-
160 Stipulated
Judgement
Case No.
51124
Litigation 11/20/
1991
07/15/2038 Various Duties
required
under said
court order.

PDHA
subsidy for
1,100
Affordable
Units
4 49,236,464 N $- - - - - - $- - - - - - $-
189 Project Area
Administration
Admin Costs 11/25/
1981
07/19/2044 Various Allowable
Costs per
Admin Planstaff, utilities,
professional
1-4 5,466,275 N $595,751 - - 276,286 - - $276,286 - - 4,980 - 314,485 $319,465 225

A B C D E F G H I J K L M N O P Q R S T U V W
Item
# Project Name Obligation Type
Agreement
Execution
Date
Agreement
Termination
Date
Payee Description Project
Area
Total
Outstanding
Obligation
Retired ROPS
26-27 Total
ROPS 26-27A (Jul - Dec)
26-27A
Total
ROPS 26-27B (Jan - Jun)
26-27B
Total
Fund Sources Fund Sources
Bond
Proceeds
Reserve
Balance
Other
Funds RPTTF Admin RPTTF
Bond
Proceeds
Reserve
Balance
Other
Funds
RPTTF
Admin
RPTTF
services, etc.
190 Costs
Associated
with
Disposition of
Assets
Property
Dispositions
07/01/
2013
06/30/2028 City of Palm
Desert
Remediation
of Health
and Safety
Issues and
costs related
to sale of
properties
owned by
former RDA
1-4 315,000 N $30,000 - - - 15,000 - $15,000 - - - 15,000 - $15,000 192 2017 NHA
Tax Allocation
Refunding
Bond Issue -
$52,390,000
Bonds
Issued After
12/31/10
01/23/
2017
10/01/2033 US Bank Semi-Annual
Debt Service
Payment
1-4 25,229,250 N $6,346,375 - - - 3,176,250 - $3,176,250 - - - 3,170,125 - $3,170,125 193 2017 NHB
Tax Allocation
Refunding
Bond Issue -
$140,130,000
Bonds
Issued After
12/31/10
01/23/
2017
10/01/2041 US Bank Semi-Annual
Debt Service
Payment
1-4 92,647,419 N $9,176,156 - - - 5,473,584 - $5,473,584 - - - 3,702,572 - $3,702,572 194 2017 HA Tax
Allocation
Refunding
Bond Issue -
$7,365,000
Bonds
Issued After
12/31/10
01/23/
2017
10/01/2031 US Bank Semi-Annual
Debt Service
Payment
HA 4,112,956 N $682,643 - - - 340,384 - $340,384 - - - 342,259 - $342,259 226
Palm Desert
Recognized Obligation Payment Schedule (ROPS 26-27) - Report of Cash Balances July 1, 2023 through June 30, 2024
(Report Amounts in Whole Dollars)
Pursuant to Health and Safety Code section 34177 (l), Redevelopment Property Tax Trust Fund (RPTTF) may be listed as a source of payment on the ROPS, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation.

A B C D E F G H
ROPS 23-24 Cash Balances
(07/01/23 - 06/30/24)
Fund Sources
Comments
Bond Proceeds Reserve Balance Other Funds RPTTF
Bonds issued
on or before
12/31/10
Bonds issued
on or after
01/01/11
Prior ROPS
RPTTF and
Reserve
Balances retained
for future
period(s)
Rent, grants,
interest, etc.

Non-Admin
and Admin
1 Beginning Available Cash Balance (Actual 07/01/23)
RPTTF amount should exclude "A" period distribution
amount.
448,376 245,052 405,951 Reserve Bal = 22/23 - 25/26 for future periods; Other Funds = FMV adjustment;
RPTTF PPA Balances for 23/24 - $202,267;
24/25 - $137,963; 25/26 0 $65,721
2 Revenue/Income (Actual 06/30/24)
RPTTF amount should tie to the ROPS 23-24 total
distribution from the County Auditor-Controller
36,214 20,539,773 RPTTF Distribution for 23/24A - $9,808,312; 23/24B - $10,731,461
3 Expenditures for ROPS 23-24 Enforceable Obligations
(Actual 06/30/24)
153,220 20,654,372 RPTTF Actual for FY 23/24 - $20,007,645; Admin FY 23/24 - $646,727
4 Retention of Available Cash Balance (Actual 06/30/24) RPTTF amount retained should only include the amounts
distributed as reserve for future period(s)
295,156 203,684 PY from other funds of 448,376 + PY (22-23 thru 25-26) Other Funds Reserves less Exp
$153,220 AND RPTTF Balance of $137,963
FY 24/25 + 65,721 FY 25/26
5 ROPS 23-24 RPTTF Prior Period Adjustment
RPTTF amount should tie to the Agency's ROPS 23-24 PPA
form submitted to the CAC
No entry required -
6 Ending Actual Available Cash Balance (06/30/24)
C to F = (1 + 2 - 3 - 4), G = (1 + 2 - 3 - 4 - 5)
$- $- $- $281,266 $87,668 Matches current PPA FY 26/27
227
Palm Desert
Recognized Obligation Payment Schedule (ROPS 26-27) - Notes July 1, 2026 through June 30, 2027
Item # Notes/Comments
9 32 Do not retire
43 44
56 61 Do not retire
86 Do not retire
119 Do not retire
160 Do not retire
189
190
192
193
194
228

Page 1 of 4 ends

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: January 8, 2026
PREPARED BY: Kalaina Perez, Management Analyst
SUBJECT: APPROVE AMENDMENT NO. 1 TO THE PROFESSIONAL SERVICES AGREEMENT WITH ANGELICA M. ZARCO, DBA HOLISTIC SYSTEM

INTEGRATION SOLUTIONS FOR PROGRAM AND CONSULTING

SERVICES FOR DEVELOPMENT SERVICES
RECOMMENDATION:

1. Approve Amendment No. 1 to the Professional Services Agreement with Angelica M. Zarco dba Holistic System Integration Solutions to extend the agreement through Fiscal Year 2026/2027 (June 30, 2027);

2. Increase not-to-exceed annual compensation from $192,000 to $312,000 per fiscal year;

3. Authorize the City Attorney to make any non-monetary changes to the agreement; and

4. Authorize the City Manager or designee to execute any change orders or amendments, including extensions of the agreement, provided such actions remain within the approved not-to-exceed amount.

BACKGROUND/ANALYSIS:

Since June 2023, the City has partnered with Holistic System Integration Solutions (Holistic) to provide on-call supplemental consulting services in the Development Services Department.

Holistic has served a dual role by supporting critical process improvements, system modernization, staff training, and providing essential supplemental staffing for daily permitting operations. This support has been instrumental in stabilizing operations during periods of staffing shortages and the complex transition to the new Clariti land management system.

While the software implementation was not originally intended to be phased, ongoing software development and evolving operational requirements necessitated a phased implementation approach. In addition, the inclusion of an in-house Business License program and Fire Services was not anticipated in the original project scope. Through Phase 1 implementation, the City also learned that additional post-implementation support and business process refinement were necessary to ensure system stability, staff adoption, and alignment between Clariti functionality and City workflows.

Measurable Phase 1 Outcomes
Holistic has provided measurable improvements in service delivery and system modernization, including:
 Standardizing plan review timeframes and improving turnaround times.  Applying GIS-based georules to support accurate and automated fee calculations. 229
City of Palm Desert
Amendment No. 1 Holistic System Integration Solutions

Page 2 of 4 ends

 Improving consistency in compliance tracking, regulatory services, and development review practices.
 Establishing a stronger operational foundation for accurate cost-of-service calculations and supporting fee study development and implementation.  Refining business processes to ensure Phase 1 deployment of the Clariti land management system in October 2025.

Need for Contract Amendment to complete Clariti Phase 2 and additional integration of services
A contract amendment is necessary to complete Phase 2 of the Clarity Permitting Software and support the integration of additional services. Lessons learned during Phase 1 confirmed that the scope of work required to implement Clariti fully is greater than originally anticipated, particularly with the addition of Business License and in-house Fire Services. These services require new workflows, fee structures, system configurations, testing, training, and postimplementation support.

The current annual contract allocation of $192,000 is no longer adequate to support these expanded efforts. The increased contract amount will provide resources equivalent to one additional staff member to assist with system development, business process refinement, training, and post-implementation support. This additional capacity is essential to maintaining service levels while advancing Phase 2 implementation and supporting ongoing daily permit operations.

As of November 2025, $81,000 has been expended under the current agreement. The City anticipates expenditures of approximately $249,000 for the remainder of the current fiscal year, with a maximum not-to-exceed amount of $312,000 in the next fiscal year, reflecting the expanded workload identified through the Phase 1 integration process. Hourly rates for consulting services remain unchanged.

Scope of Work – Phase 2 and Ongoing Support
Implementation & Integration:
 Business License: Workflow creation, implementation, integration, and training for the Business License component of the Clariti system.
 Fire Services: Workflow creation, implementation, integration, and training for the inhouse Fire Services.  Fire Fee Schedule: Development and implementation of the Fire plan check/permit fee schedule.

Post-Implementation & System Support:
 Continued support following Phase 1 implementation, including system maintenance and business process alignment.
 Phase 2 post-implementation support to stabilize workflows and support staff adoption.

Bluebeam Support:
 Business process enhancements, standardization support, and training for the Bluebeam electronic plan review system.
230
City of Palm Desert
Amendment No. 1 Holistic System Integration Solutions

Page 3 of 4 ends

 Clariti Business Process Enhancement/Training: Business process enhancements/standardization support and training specifically related to the Clariti software system.

Operational Support:
 Development and implementation of action teams to advance process improvement and project goals.
 Supplemental staffing support for Permit Center operations to maintain service levels during peak workloads and system transition.

Long-Term Strategy and Phase-Down of Consulting Resources This contract amendment is intended to support temporary, implementation-related needs and is not anticipated to be an ongoing operational dependency. For the remainder of the current fiscal year, efforts will focus on Phase 1 maintenance, business process development, Phase 2 system configuration, and supplemental operational support. The next fiscal year will focus on Phase 2 implementation, post-implementation support, and system stabilization.

Upon completion of Phase 2 post-implementation support, this agreement will conclude. At that time, the City anticipates phasing down consulting resources and may transition to a short-term, on-call consulting arrangement or issue a Request for Proposals, depending on future needs.

Throughout implementation, City staff will continue to receive training to build internal capacity and support long-term system sustainability.

Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

Funding for the amended not-to-exceed amount is budgeted under Account No. 1104421- 4309000. Therefore, there is no additional impact to the City’s General Fund.

ATTACHMENTS:

1. Draft Amendment No. 1

2. Holistic Fee Proposal
231
City of Palm Desert
Amendment No. 1 Holistic System Integration Solutions

Page 4 of 4 ends

CONFLICT OF INTEREST AWARENESS CHECKLIST:
☐ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☒ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts.

Company: Holistic System Integration Solutions
Councilmembers should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308).

Note: These indicators are informational and do not constitute a legal determination. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 232
Contract No. C49550
1 9/16/25
72500.00001\44340560.1
AMENDMENT NO. 1 TO THE PROFESSIONAL SERVICES AGREEMENT

BY AND BETWEEN THE CITY OF PALM DESERT
AND ANGELICA M. ZARCO DBA HOLISTIC SYSTEM INTEGRATION SOLUTIONS

1. Parties and Date.

This Amendment No. 1 (“Amendment No. 1”) to the Professional Services Agreement, Contract No.C49550, is made and entered into on January 8, 2026, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California, 92260-2578 (“City”) and Angelica M. Zarco, a Sole Proprietorship dba Holistic System Integration Solutions with its principal place of business at P.O. Box 6313, La Quinta, CA 92248 (“Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.”

1.1 City Council Approval. On January 8, 2026, City Council approved the award of this Amendment to the Consultant named above.

2. Recitals.

2.1 Agreement. The City and Holistic System Integration Solutions entered into a Professional Services Agreement (“Agreement”) on July 10, 2025, for the purpose of Supplemental Staffing for Development Services (“Project”).

2.2 Amendment Authority. This Amendment No. 1 is authorized pursuant to Section 3.6.14 of the Agreement.

2.3 The purpose of this Amendment No. 1 is to amend the project title, extend the term, increase compensation, and correct exhibits.

3. Terms. The Agreement is hereby amended as follows:

Section 2.1 The City is a public agency of the State of California and is in need of professional services for the following project:

Program and Consulting Services for Development
Services
Section 3.1.2 Term. The term of this Agreement shall be from July 1, 2025, to June 30, 2027, unless earlier terminated as
provided herein. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines.

Section 3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services
rendered under this Agreement at the rates set forth in 233
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Exhibit “C” attached hereto and incorporated herein by
reference. The total compensation shall not exceed Three Hundred Twelve Thousand and 00/100 Dollars
($312,000.00) per fiscal year, without written approval of the City Council or City Manager, as applicable.

Exhibit Corrections All exhibit references shall be updated as follows: Exhibit A – Scope of Services, Exhibit B- Schedule of Services, Exhibit C – Compensation and amended as attached
hereto and incorporated herein by reference.

3.1 Continuing Effect of Agreement. Except as amended by this Amendment No. 1, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the Parties under this Amendment No. 1. From and after the date of this Amendment No. 1, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 1.

3.2 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 1.

3.4 Severability. If any portion of this Amendment No. 1 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE FOR AMENDMENT NO. 1

TO PROFESSIONAL SERVICES AGREEMENT BETWEEN

THE CITY OF PALM DESERT AND
ANGELICA M. ZARCO DBA HOLISTIC SYSTEM INTEGRATION SOLUTIONS

CITY OF PALM DESERT
By: _______________________________
Chris Escobedo
City Manager
Attest:

By: _______________________________
Anthony J. Mejia
City Clerk
Approved to form by:

By: _______________________________
Isra Shah
City Attorney
ANGELICA M. ZARCO DBA HOLISTIC
SYSTEM INTEGRATION SOLUTIONS, a
Sole Proprietorship
By: _______________________________
Angelica M. Zarco
President
City Clerk QC: _____
Contracts QC: _____
Insurance:
___________
Initial Review
___________
Final Approval
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Exhibit “A”
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Exhibit “A”
Scope of Services
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Exhibit “A”
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Exhibit “B”
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Exhibit “B”
Schedule of Services
The term of this Agreement shall be from July 1, 2025, to June 30, 2027, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement for no more than three additional one-year terms.

Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines
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Exhibit “C”
Compensation
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CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: January 8, 2026
PREPARED BY: Chris Gerry, Senior Project Manager
Melanie Slater, Management Analyst
SUBJECT: AWARD CONTRACTS TO THE ALTUM GROUP, NAI CONSULTING, AND NV5, INC., FOR ON-CALL ENGINEERING SERVICES
RECOMMENDATION:

1. Award a three-year Professional Services Agreement to The Altum Group for On-Call Engineering Services in an aggregate amount not-to-exceed $1,000,000 per fiscal year.

2. Award a three-year Professional Services Agreement to NAI Consulting for On-Call Engineering Services in an aggregate amount not-to-exceed $1,000,000 per fiscal year.

3. Award a three-year Professional Services Agreement to NV5, Inc. for On-Call Engineering Services in an aggregate amount not-to-exceed $1,000,000 per fiscal year.

4. Authorize the City Attorney to make necessary non-monetary changes to the agreements.

5. Authorize the City Manager to execute agreements, amendments, and any other documents necessary to effectuate these actions.

BACKGROUND/ANALYSIS:

The Fiscal Year 2025/26 Annual Budget includes funding to initiate planning, design, and engineering services for a range of public works and capital improvement projects, including upgrades to public facilities, parks, utilities, and transportation infrastructure. The City also completes smaller projects throughout the fiscal year – projects typically less efficient to procure through the formal bid process and are better suited to streamlined, task order-based delivery.

To support these smaller, as-needed efforts, the City initiated a formal procurement process to pre-qualify consultants who can provide timely technical assistance. Under this process, staff is bringing forward three contracts for on-call engineering services structured with three-year terms for Council consideration.

These services are not intended to replace large-scale capital improvement contracts or ongoing staff responsibilities. Consultants will provide services such as preliminary design, environmental documentation, construction plans, cost estimating, and construction-phase support. This structure streamlines procurement, improves flexibility, and allows the City to assign work based on project-specific needs and consultant qualifications.

Selection Process:

To select qualified consultants, the City issued a Request for Proposals (RFP) for the On-Call Engineering Services Project on OpenGov (online public bidding portal) on September 11, 2025.

A non-mandatory pre-proposal meeting was held on September 16, 2025, with six consultants in attendance.
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The City received 21 proposals by the submission date of October 9, 2025. Staff evaluated all proposals in accordance with the criteria established in the RFP. Based on preliminary evaluation scores and subsequent discussions, the top ten firms were ranked for further consideration, while proposals outside the top ten were eliminated. In accordance with the evaluation criteria outlined in the RFP, staff recommend awarding contracts to the three highestranked consultants, as follows:

Proposer Location (CA) Ranking
The Altum Group Palm Desert 1
NAI Consulting Cathedral City 2
NV5, Inc. Palm Desert 3
Michael Baker International Palm Desert 4
HR Green Pacific, Inc. Corona 5
Dudek Encinitas 6
Interwest Consulting Group, Inc. Irvine 7
TKE Engineering, Inc. Riverside 8
Bureau Veritas North America, Inc. Irvine 9
Alta Planning + Design Los Angeles 10
References for each consultant provided favorable feedback regarding their ability to complete projects on time, maintain strong communication, and deliver quality customer service. By awarding an aggregate amount of $1,000,000 per fiscal year among three consultants, the City will be able to utilize each firm’s expertise for specific task orders and avoid unnecessary scheduling delays.

Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

The Fiscal Year 2025/26 Financial Plan and Capital Improvement Project (CIP) List includes several projects that are anticipated to require the use of the City’s on-call engineering contracts.

Because funding for these services has already been programmed within the approved CIP budgets, the use of the on-call contracts will result in no additional financial impact to the General Fund.

The table below outlines some of the projects that will require engineering services; however, additional CIP or operational projects may also require engineering support during the fiscal year and may utilize the on-call contracts as needs arise.

Project Account Project Budget
Fiber Optic Communication Upgrades 4514190-4400100 $1,200,000 Fire Station Tenant Improvements 2304220-4400100 $300,0000 Corporation Yard Improvements 4004330-4400100 $119,498
Portola Community Center 4504439-4400100 $1,000,000
University Park Improvements 4004618-4400100 $69,104
Bump & Grind Trailhead Improvements 4004618-4400100 $200,000 Total $2,888,602
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Staff will request quotes from the on-call engineering firms, when deemed necessary, to ensure competitive pricing, cost control, and the best value to the City. Actual engineering costs will be determined after the selected engineer prepares a detailed scope of work and associated cost proposal.

Funding for this agreement in future fiscal years is contingent upon City Council approval of the budget requests. By establishing a $1,000,000 annual maximum, any amount approved by City Council, equal to or less than this amount, would not require a contract amendment in addition to the approved budget application.

ATTACHMENTS:

1. Proposal – The Altum Group

2. Agreement – The Altum Group

3. Proposal – NAI Consulting

4. Agreement – NAI Consulting

5. Proposal – NV5, Inc.

6. Agreement – NV5, Inc.
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CONFLICT OF INTEREST AWARENESS CHECKLIST:
☐ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☒ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts.

Companies: The Altum Group, NAI Consulting, NV5, Inc.

Councilmembers should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308).

Note: These indicators are informational and do not constitute a legal determination. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 248
PLANNING | ENGINEERING | SURVEY | ENVIRONMENTAL | URBAN DESIGN Request for Proposal #2025-RFP-211
City of Palm Desert
On-Call Engineering Services
October 9, 2025
Prepared for:

City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260
Prepared by:

The Altum Group
44-600 Village Court, Suite 100
Palm Desert, CA 92260
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44-600 Village Court, Suite 100
Palm Desert, CA 92260
760.346.4750 Tel
A. Cover Letter
October 9, 2025
Project Contact: Procurement Contact:

Melanie Slater, Management Analyst Cristal Ortega, Management Analyst City of Palm Desert City of Palm Desert
73-510 Fred Waring Drive 73-510 Fred Waring Drive
Palm Desert, CA 92260 Palm Desert, CA 92260
Subject: Proposal Response for RFP to Provide On-Call Engineering Services Dear Melanie and Cristal:

The Altum Group is pleased to submit our response to the request for proposals issued by the City of Palm Desert (City) for on-call engineering in support of City projects. Altum is a multi-disciplinary consulting firm offering expertise in civil engineering, survey, planning and environmental planning. Altum began in the Coachella Valley with a core group of experienced professionals, each with decades of experience in providing consulting services to public and private clients. Altum now employs almost 20 staff with our corporate office in Palm Desert, California.

If selected, we believe that Altum will provide excellent service to the City on any on-call assignments. Our project approach includes responsiveness, continuous communication and quality work. One of our principals, James Bazua, PE, will be the dedicated Project Manager for this contract. James is a native of the Coachella Valley and has worked on numerous public and private projects in Palm Desert and across Riverside County.

Doug Franklin, PE, is also a principal and will provide QA/QC support and oversee any project negotiations. Both James and Doug are located in the firm’s corporate office:

The Altum Group
44-600 Village Court, Suite 100
Palm Desert, CA 92260
(760) 346-4750
Note that Altum has reviewed the City’s RFP and Standard Agreement for Professional Services. We do not take any exception to these documents and are excited about the opportunity to continue working with the City. Or proposal response follows the RFP format (Work Proposal) and a separate document will be submitted as a Cost Proposal. Please let us know if you have any questions about our technical capability, experience, or staff as you review our response. You may contact us at (760) 346-4750 or by email at [email protected] or [email protected].

Sincerely,
James Bazua, PE, QSD/QSP Doug Franklin, PE
Chief Engineer Vice President
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Table of Contents
A. Cover Letter .............................................................................................................................................i B. Experience and Technical Competence..................................................................................................1 B.1 Firm Background.....................................................................................................................1 B.2 References..............................................................................................................................2 C. Firm Staffing and Key Personnel.............................................................................................................5 C.1 Staffing....................................................................................................................................5 C.2 Key Personnel .........................................................................................................................5 C.3 Team Organization .................................................................................................................8 C.4 Subcontractors........................................................................................................................8 D. Proposed Method to Accomplish the Work...........................................................................................9 D.1 Project Understanding............................................................................................................9 D.2 Sample Scope of Work............................................................................................................9 Stage 1 - Data Collection.....................................................................................................9 Stage 2 - Feasibility and Alternatives Analysis..................................................................10 Stage 3 - Preliminary Engineering and Environmental Documentation ..........................10 Stage 4 - Final Engineering ...............................................................................................14 Stage 5 - Bidding Support and Construction Engineering................................................16 Project Management and Coordination...........................................................................16 D.3 Schedule................................................................................................................................18 Appendix
Resumes – included in C.2 Key Personnel
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B. Experience and Technical Competence
B.1 Firm Background
The Altum Group is a multi-disciplinary Palm Desert-based consulting firm offering civil engineering, surveying,
planning/urban design and environmental planning services.

Formed in 2009, Altum consists of a core group of professionals with experience providing services to public and private clients, that are now supported by nearly 20 staff.

Altum’s staff has extensive experience in providing services to private clients and municipalities such as cities, counties, special districts, school districts, transportation districts, and other governmental agencies.

Engineering Services
Altum's Civil Engineers have provided services ranging from due diligence and feasibility studies, preliminary and final street design, wet utilities design, plan reviews and approvals, as well as full development of improvement plans for Agencysponsored projects. Projects have involved parks, residential developments, municipal buildings, recreational facilities, roadways, highways, pipelines, and utilities. Our experience includes coordination, preparation of plans, technical
studies/reports, specifications, estimates for feasibility and final design; site design; grading; streets; water, sewer and irrigation; dry utilities; hydrology, hydraulics and storm drain; and erosion control and water quality. Our expertise ranges from preliminary planning and budgeting to preparation of plans, specifications, and estimates (PSE’s) for projects of all sizes. Staff also have experience of providing project management and construction support for a multitude of projects. Our technical knowledge and professional experience run the gamut of civil engineering services and we are confident in the work products we would prepare for the City on this project.

Surveying Services
Altum’s survey department performs a full array of Survey and Mapping efforts, from legal description interpretation, boundary retracement and establishment to development and design services, including photogrammetry control topography, construction staking, layouts, as-builts, and monitoring. Our survey management and licensed surveyors (PLS) oversee the field and office personnel in the process of field information and data collection, data processing, datum analysis, and adjustments. This includes coordinating the surveying and mapping with the Altum Engineering staff to promote efficiency in our work efforts. Specific tasks include preparation of Tract and Parcel Maps, Records of Survey, ALTA/ACSM Land Title Surveys, Lot Line Adjustments, Parcel Mergers, Legal Descriptions, Plats, Topographic Surveys, Construction Staking and a variety of custom exhibits and constraint maps to meet the design, development, construction and legal needs of our Clients.

Planning and Environmental Services
Altum’s planning and environmental team provides services for both private and public clients. Although not specifically identified herein, our team is capable of supporting the engineers and surveyors as well as providing any consulting services within their expertise.
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B.2 References
The following projects represent some of the recent public/private work Altum has completed or work that is in-progress.

Cahuilla Hills Park, Palm Desert, CA
Reference: Shawn Muir – City of Palm Desert – (760) 346-0611 The Altum Group was retained by the City of Palm Desert in 2023 to prepare plans, specifications and estimates (PSE) for ADA improvements to the existing Cahuilla Hills Park. The park includes amenities such as a tennis court, pickleball courts, picnic area, multi-use trails, open space and serves as a trail head for the Cahuilla Hills Trails System. Altum provided civil engineering, surveying and environmental planning (CEQA) services for this project. Subconsultants provided environmental studies/reports; a geotechnical report and landscape plans.

Specific tasks include the following: a feasibility and alternative analysis; preliminary design and environmental documentation; final plans, specifications and estimates. The project is currently in the construction phase.

Shumway Ranch, Palm Desert, CA
Reference: Troy Strange, Director of Planning & Public Works – Desert Recreation District – (760) 347-3484
The Altum Group worked for the Desert Recreation District (DRD) to provide surveying and engineering services for infrastructure improvements on the Shumway Ranch
Homestead; an 8.44-acre parcel inside a 640‐acre open‐space preserve managed by the Coachella Valley Mountains
Conservancy. The project improvements included a small
bathroom/comfort station, shaded kiosk, small parking area that is ADA-compliant, ADA-compliant sidewalks/ramps from the parking area to the bathroom and kiosk, and relatively minor dirt road grading improvements in the immediate vicinity. Altum conducted a topo survey and prepared the project base map followed by development of engineering plans for grading, hydrology, utilities, and dust (PM-10).

Gerald Ford – CSUSB Drainage Analysis, Palm Desert, CA
Reference: Lucero Leyva – City of Palm Desert – (760) 346-0611 The Altum Group recently completed this project with the City of Palm Desert. In general, the project consisted of providing preliminary design services for the area which includes the CSUSB campus and adjacent public streets. The project goal was to complete a high-level drainage study which should result in a plan to reduce local street flooding and ponding, providing additional retention/detention in this area, particularly during large storm events. It was assumed that this could be accomplished by providing a series of retention/detention basins along the south side of Gerald Ford Drive on CSUSB campus property. Specific tasks included the following: coordination with City of Plam Desert and CSUSB staff; performing aerial topography and boundary work for the approximately 230 acres; utility research; preliminary drainage analysis; and preparation of alternatives analysis.

Desert Willow “Parcel A” Parking Lot Improvements, Palm Desert, CA Reference: Ryan Gayler – City of Palm Desert – (760) 346-0611 The Altum Group was retained by the City of Palm Desert in 2023 to prepare plans, specifications and estimates (PSE) for the design of a new parking lot with approximately 200 parking spaces, including hardscape, drainage, landscape and lighting. The project began mid-year and was “fast-tracked” so that the construction was 253
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completed by year end. Altum performed topographic and boundary services; utility research, coordination and notifications; prepared demolition and grading plans; on-site water plans; PM-10 dust control plans; a water quality management plan; specifications and an estimate. Subconsultant’s provided a geotechnical investigation, landscape plans and a street lighting and electrical plan.

Rancho Mirage Community Park, Rancho Mirage, CA
Reference: Ryan Stendell, Director of Public Works, (760) 770-3224
The Altum Group provided preliminary design,
environmental clearance, final design and construction
services (field engineering and survey support) for the redesign and construction of the City of Rancho Mirage’s premier park, The Rancho Mirage Community Park. Formerly named Whitewater Park, this facility is located on the south side of the Whitewater Channel, the Coachella Valley’s main runoff source. The project expanded the park with the
addition of 3 acres and included a complete remodel of the existing 7-acres to be ADA compliant. The project included a new ADA-compliant 25,000-foot amphitheater for special events (including terrace seating for up to 1,000 guests), a new playground area, pickleball courts, and exercise stations with remodeled hardscaping and landscaping.

Alessandro Street Improvements, Palm Desert, CA
Reference: – Ryan Gayler – City of Palm Desert – (760) 346-0611 The Altum Group provided engineering and surveying services for this street and beautification project for the City of Palm Desert. Improvements proposed by the City included street/alley improvements, ADA accessibility upgrades, reorientation of carports, updated lighting for parallel alleyway, and demolition of several walls along the street. Due to funding and other issues, this project started and stopped several times and was finally completed after ten years of work. The Altum Group also supported the City through construction, providing management, coordination and the construction staking.

Thermal Community Park, Riverside County, CA
Reference: Troy Strange, Director of Planning & Public Works – Desert Recreation District – (760) 347-3484 The Altum Group provided civil engineering, land surveying and environmental planning (CEQA) services for the Thermal Community Park located in unincorporated Riverside County. Said services included street improvement plans, grading plans, drainage analysis, utility plans, SWPPP, PM-10 Plan and WQMP. The project was funded through the Desert Recreation District (DRD) and is located on approximately 10 acres near the corner of Olive Street and Church Street in Thermal. The project consists of the construction of a new community park with ADA compliant ball fields, basketball courts, tennis courts, a playground, picnic area, a splash pad, and a parking area. The project is currently in the construction phase and near completion.

Wardman and Tedesco Parks, Desert Hot Springs, CA
Reference: Chris Hermann – HDG – (760) 777-9131
The Altum Group worked as a subcontractor to Hermann Design Group to provide surveying and engineering services for sidewalk improvement projects at two (2) separate parks in the City of Desert Hot Springs. Wardman and Tedesco Parks required ADA improvements to allow access to bathrooms currently onsite. Altum staff provided a field topographic survey for the project and prepared the sidewalk improvement plans for both parks. 254
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The topographic map included a point plot of existing conditions around the existing restrooms and engineering plans included grading to allow for ADA accessibility.

X-Park Skatepark Extreme Sports Complex,
La Quinta, CA
Reference: Brian McKinney, Public Works
Director, City of La Quinta – (760) 777-7045
Altum provided civil engineering as part of
Final Design Services for the proposed X-Park
Skatepark located in the City of La Quinta. The
skatepark includes a 20-30 space parking lot,
ADA path of travel for the skatepark, a ProShop and Restroom facility, spectator seating, a storm water retention basin, and a
skatepark. The project required the Altum
team to peer review of series of existing plans
and prepare several new plans including
precise grading and drainage, onsite water and sewer plans, PM-10, SWPPP, and Final WQMP. This exciting project is now open and is recognized by famous skateboarder Tony Hawk as one of the top skateboard parks in the region.

White Stone Lane Drainage Improvements, Palm Desert, CA Reference: Randy Bowman, City of Palm Desert – (760) 346-0611 Altum recently completed the engineering and survey work required for the City of Palm Desert’s White Stone Lane Drainage Improvements project. White Stone Lane is an existing roadway in the Shadow Mountain Golf Estates development near the intersection of Portola Avenue and Grapevine Street. The roadway is approximately 1,220 feet long and is located within a dedicated 40-foot right-of-way. The beginning part of the roadway includes a downward incline paralleling one of the holes/flags on the golf course before leveling out near the nine-home residential area. Runoff in the area flows down White Stone and pools in the roadway in front of the houses, causing flooding during storm events. The City contracted with Altum to analyze and make recommendations for improvements along the full length of the roadway to resolve these known drainage issues. Completed in Summer of 2022, Altum’s work involved preparation of the plans, specifications, and estimates to address drainage issues in the area. Specific assistance included preparing street and storm drain improvement plans, and hydrologic studies and reports.

Palm Desert Visitors Center, Palm Desert, CA
Reference: PVG Architects – John Vuksic – (760) 779-5393 The Altum Group provided civil engineering and surveying services for the proposed Palm Desert Visitor’s Center (Discover Palm Desert) located within the Palm Desert Civic Center Park complex. We worked as a subconsultant to the architect, providing entitlement support, preliminary design, utility coordination and final design. During final design, Altum coordinated with the architect and landscape architect, preparing the following construction documents and reports: a precise grading plan; drainage analysis with a low impact development (LID) design; water service application and water improvement plan; sewer improvement plan; PM-10 dust mitigation plan; and easement documents.
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C. Firm Staffing and Key Personnel
C.1 Staffing
Altum has the capacity to provide key staff to develop and successfully manage this contract with the City of Palm Desert. Our team will be led by local, Coachella Valley-based professionals with years of experience preparing engineering plans for ADA improvement projects. The table below outlines our internal team and subcontractors assigned to this contract.

Staff Discipline Project Title
Doug Franklin, PE Engineering, Contract Management Project Principal James Bazua, PE, QSD/P Engineering Project Manager
Steve Holmes, EIT Engineering Project Engineer
Jeff Bachant Engineering Sr. Project Designer
Cody Schieferstine Engineering Assistant Engineer
Angela Dorf, RPLS Surveying Director of Survey
Tung Hsieh, PLS, PE Surveying Survey Manager/Design Engineer Bruce Cowan Surveying Assistant Survey Manager
C.2 Key Personnel
Altum staff members to be assigned to this project have developed project-specific skills including civil engineering design, land surveying, project management, contract administration, and construction observation in existing Coachella Valley communities.

Engineering Staff
Doug Franklin, P.E. – President
Education: BS, Civil Engineering, California State Polytechnic University, Pomona, CA Licenses: Professional Engineer – California #61887; Professional Engineer – Arizona #64724; Professional Engineer – Texas #139072;
Mr. Franklin is a founding partner with The Altum Group and currently serves as the firm’s President. Mr. Franklin has been responsible for engineering design, plan preparation, management and oversight of projects throughout the Coachella Valley.

This experience includes municipal work, transportation, industrial/commercial, golf and residential development, commercial/retail, entertainment, wastewater, and energy projects. This portfolio of experience includes him serving as the Project Manager for several transportation infrastructure upgrade projects for the Agua Caliente Band of Cahuilla Indians, working as the Project Engineer for several street improvements in Palm Desert, as well as project manager/principal roles for numerous public and private projects. Mr. Franklin is currently a Board Member with the Coachella Valley chapter of the American Public Works Association. For this contract, he will serve as the Project Principal and provide QA/QC (quality control) for all plans and documents as well as any contract negotiations. 256
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James Bazua, P.E., QSD/QSP – Vice President
Education: BS, Civil Engineering, San Diego State University Licenses: Professional Engineer – California #58394; Qualified SWPPP Developer/ Practitioner
Mr. Bazua has over 25 years of experience in Civil Engineering design and his "hands on" involvement with projects begins with planning-level design through preparation of construction documents for approval. He is one of the founding members of The Altum Group and has been integrally involved with all infrastructure projects done by the firm.

His specific areas of expertise encompass design of water and sanitary sewer systems, storm drain systems, and preparation of hydrologic and hydraulic studies using StormCAD and WSPG software. Mr. Bazua is certified as a Qualified SWPPP Practitioner (QSP) and Developer (QSD) and inspects projects for compliance with SWPPP requirements. Mr. Bazua has in depth knowledge of infrastructure development and improvement projects in the local area. He has successfully prepared plans and studies for the City of Palm Desert including the Cahuilla Hills Park, Gerald Ford-CSUSB Drainage Analysis, Desert Willow Parking Lot, Alessandro Alley Street Improvements Project and many others. For this contract, Mr. Bazua will serve as the Project Manager and provide design support any improvement plans and oversee communication with subcontractors and City staff.

Steven Holmes, E.I.T – Sr. Project Manager
Mr. Holmes offers over 22 years of engineering experience in civil engineering, survey, roadway design, storm drain, water, sewer and grading design. Having had 8 years of previous field experience in the building and construction industry, Mr. Holmes maintains a high level of engineering balance between the design process and the construction phase, with a focus on control. Mr. Holmes’ public work experience includes working as staff for the following public agencies: The City of Banning Engineering Department and City of Yucaipa. For this contract, he will serve as a Project Engineer coordinating design and plan production under supervision of the Project Manager.

Jeff Bachant – Senior Project Designer
Mr. Bachant has over 15 years of project management, design and plan preparation experience. This includes street design, grading, water, sewer, storm drain, site improvements and accessibility on public and private projects. He has a passion for client service, good communication and developing long-term client relationships. Mr. Bachant is often involved from initial project concept through preliminary/final design and into construction. Mr. Bachant is recognized for his abilities to resolve project challenges effectively and efficiently. For this project, he will serve as a project designer under supervision of the Project Manager.

Cody Shieferstine – Assistant Engineer
Education: BS, Civil Engineering, California State Polytechnic University, Pomona, CA Mr. Shieferstine worked as an intern with Altum while attending Cal Poly Pomona. Upon graduation, he joined Altum as an entry level civil engineer. Now with almost 1 year of professional experience, he has participated in design and plan preparation including street design, grading, water, sewer and storm drain for public and private projects. He supports the engineering team providing sheet set-up, drafting and preliminary engineering design. For this project, he will work under the Project Manager as an assistant engineer.
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Survey Staff
Angela Dorf, P.L.S. – Director of Survey
Education: AA, Certificates in Surveying and Mapping, GIS.

Licenses: Professional Land Surveyor - California #8010; Professional Land Surveyor - Arizona #66725; Professional Land Surveyor - Colorado #38513; Professional Land Surveyor - Oregon #79495; Professional Land Surveyor - Washington #48752; Ms. Dorf serves as Altum’s Director of Survey. She has extensive experience preparing maps, drawings and others surveys, providing professional guidance, and assisting with business development. With more than 30 years of land surveying experience (field and office), Ms. Dorf has established herself as a leader in the industry with Professional Licenses across five separate States. She is an experienced project manager and project surveyor with a solid foundation providing services to both public and private clients. Prior to her work in the private sector, Ms. Dorf worked for the County of San Bernardino as a surveyor. For this project, she will serve as Director of Survey and oversee/review any land survey services performed by Altum.

Tung Hsieh, P.E., P.L.S. – Survey Manager/Design Engineer Education: MS, Civil Engineering, Fresno State University; BS, Engineering, Fresno State University
Licenses: Professional Land Surveyor - California #8722; Professional Engineer - California #70278
Mr. Hsieh has over 23 years of experience in Land Surveying and Civil Engineering design in Southern California. He currently works as Altum’s Survey Manager and oversees all efforts in the greater Coachella Valley. He collaborates with engineers, planners and project managers regarding survey needs for projects, and provides direction and support for ongoing projects. He utilizes AutoCAD drafting for all of his land surveying and design project work. Mr. Hsieh is also Altum’s lead Survey Plan Checker with experience providing plan checks for multiple jurisdictions in Riverside, Imperial, and San Bernardino Counties. For this project, he will serve as survey manager/design engineer and assist with preparation/oversight of any survey services.

Bruce Cowan – Assistant Survey Manager
Education: Associate of Arts, Liberal Studies; College of the Desert; Certificate, Global Positioning Systems; University of CA, Riverside
Mr. Cowan has been engaged in surveying services since 1985. He has worked in a technical capacity during most aspects of land surveying projects including land records research, field survey planning/coordination and has acted as a Party Chief on topography, boundary and construction surveys utilizing Total Station and GPS equipment. His mapping experience includes downloading field survey data, creating topography survey maps, preparing Record of Survey Maps, Corner Records, legal descriptions and exhibits.

Mr. Cowan’s experience also includes existing utilities records research, potholing coordination, calculation of pipeline relocation alignments together with the preparation of plan and profile Relocation Plans for wet utilities. He is often involved in all aspects of Altum’s land survey work. For this project, he will serve as assistant survey manager and focus on preparation, oversight and review of our survey services. 258
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C.3 Team Organization
C.4 Subcontractors
The Altum Group did not specifically identify any subconsultants for this contract. However, Altum has established relationships with many local and regional consulting firms who are capable of supporting any project needs which Altum cannot directly provide. We anticipate that all potential subconsultants would be approved by the City and meet their standard insurance and contract requirements. 259
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D. Proposed Method to Accomplish the Work
D.1 Project Understanding
The City of Palm Desert is seeking consulting firms to provide on-call engineering services for various projects and tasks in support of the City. The RFP describes the proposed services in the following categories: Design and Field Support; Project Management and Coordination; Plan Review and Technical Analysis; On-Call & Emergency Support; and Other Professional Services. While we have experience with most of those services, our proposal if accepted, is to provide services for the following categories:

1. Design and Field Coordination

2. On-Call & Emergency Support

3. Other Professional Services
D.2 Sample Scope of Work
Based on a past project with the City of Palm Desert, we have provided a sample scope of work below and associated schedule. The scope of work was divided into five (5) stages or phases. This scope was based on our understanding of potential improvements and challenges that the project would face.

Stage 1 - Data Collection
Task 1.1 – Kick-off Meeting
Altum will coordinate a project kick-off meeting with the City’s Project Manager and supporting staff. The kickoff meeting will be conducted at the City of Palm Desert and will be used to establish the project scope, limits, budgets, and to define the project team and the lines of communication. At a minimum, Altum’s Project Manager, Design Engineer, Project Administrator, and other Altum team members deemed important by the Project Manager will attend the kick-off meeting. If appropriate, we recommend that stakeholders be in attendance to represent their issues.

The kickoff meeting will also establish the project budget and schedule with milestone dates to coincide with City Council dates for project approval, preferred construction dates, and/or funding requirements. Meeting notes will be taken by Altum staff and distributed to all attendees within 24-hours of the meeting.

Task 1.2 – Site Visit
Directly following the Kickoff Meeting, Altum’s team will perform a site visit to document the location and condition of existing visible design constraints within the project limits. Pictures of the project area will be taken and logged into the project manual for reference throughout the design process for the project. The photograph log will also be utilized to document existing conditions prior to construction to minimize disputes during construction.

Task 1.3 – Data Collection
Altum will coordinate with the City to obtain available digital and hardcopy work for the project area prepared to date to further the site research. Altum will review said data (e.g., plan sets, topographic maps, utility maps, etc.) and provide the City with recommendations, if any, for additional studies or preliminary work which may need to be performed.
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Stage 2 - Feasibility and Alternatives Analysis
Task 2.1 - Feasibility Analysis
Altum will prepare a Feasibility and Alternatives Analysis (simple letter report format) upon conclusion of our investigative project research that will summarize our findings and make recommendations for the ADA improvements. This includes several iterations of plans to incorporate all of the requested upgrades and possible requests such as keeping an equestrian trail onsite. Preliminary hydrology calculations and preliminary landscape and engineering exhibits will be prepared. This scope will include developing a maximum of two preliminary design concepts, including supporting preliminary quantity and cost estimates. The analysis will include a discussion of the anticipated environmental clearance and a recommendation for proposed improvements. Upon selection of the preferred concept by the City, Altum will begin the Phase 3 tasks including preparation of the engineering and landscape plans.

Task 2.2 – Stakeholder Engagement
Throughout the Feasibility and Alternatives Analysis task, Altum will coordinate with the key stakeholders, including but not limited to the surrounding property owners and others identified by our team. Engagement will help identify issues, assess alternatives, and gain input on solutions and designs particularly as it pertains to alternatives and the final project outcome. Coordination includes involvement with two (2) public meetings on the project, development of handouts for the meeting(s), and digital files of graphics/exhibits for the City to post on their website, social media, and in the Brightside newsletter.

Stage 3 - Preliminary Engineering and Environmental Documentation Task 3.1 – Field Survey, Mapping and Right-of-Way Needs Assessment Subtask 3.1.1 - Topographic and Design Survey
Altum will perform a topographic survey of the project site, obtaining horizontal and vertical information for the park, parking lot pavement, adjacent sites, and above ground utilities (if any). The topography will include one (1) foot contours as well as spot elevations as necessary.

Subtask 3.1.2 - Utility Research
Altum will perform utility research for the project in preparation of a digital (ACAD format) utility base file. Said research may include contacting the governing wet and dry utility agencies and requesting available plats, maps, studies, or other records which identify existing on-site or adjacent off-site utilities and drainage. Altum will coordinate with the City, project team, and utility agencies to define the necessary relocations. Altum will perform a cursory site visit, review the agency provided records and prepare a digital utility base file. Potholing is not anticipated or included in this task.

Subtask 3.1.3 - Project Base Map
Based on the results of the project research and investigation, the field topographic survey, and the utility research, an overall project base map will be prepared in AutoCAD or Civil3D format that will depict the existing conditions including elevation contours, existing and proposed rights of ways, and existing utilities. The project base map will be used as the basis for the alternatives analysis and final design plans.

Task 3.2 – Geotechnical Investigation
For the geotechnical needs of this project, Altum will be utilizing a subconsultant to provide a limited soil investigation to study the corrosivity of the soil as it relates to concrete that will be used for improvements.

Their scope of services includes field exploration, laboratory testing, engineering analyses and report preparation. The field investigation will include the excavation of three (3) or four (4) shallow exploratory bores on the site. The exploratory bores will be excavated with hand equipment. Disturbed samples of the surface soil 261
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will be obtained within the bores for laboratory testing and engineering analyses. Laboratory testing will be performed on soil samples to determine soil characteristics and pertinent engineering properties that should be considered in an engineering evaluation. Testing will include soil classification determination, in-situ density and moisture content determination, maximum density/optimum moisture determination, shear strength determination, and soluble sulfate content determination. A formal report will be prepared summarizing the findings. The report will include descriptions of field and laboratory procedures and results, discussions regarding engineering evaluation methods and results, and recommendations. Recommendations will include general site preparation criteria, site improvement design parameters, and soil considerations.

Task 3.3 – Environmental Studies and Documentation
Based on information provided by City staff at the Project pre-proposal meeting, it is understood that his project is funded by a Community Development Block Grant (CDBG) and will utilize Federal HUD funds. As such, the project is subject to the National Environmental Policy Act (NEPA). Altum will prepare environmental documentation to comply with NEPA in the form of a Categorical Exclusion (CE). In addition, we are including preparation of Air Quality, Greenhouse Gas, Energy, and Noise technical studies as an optional task. There are existing structures in the project area, and it is possible that noise and dust during construction may affect Church-goers or Cahuilla Hills Park visitors and these issues could be subject to environmental analysis.

Subtask 3.3.1 – NEPA Categorical Exclusion
The environmental determination for the proposed Project would entail the preparation of an Environmental Review Record (ERR). Altum staff will provide a written description and analysis of the proposed Park improvements per all applicable sections of Part 58 that will require documentation in the ERR. This ERR will address at a minimum, whether or not the requirements of the Flood Disaster Protection Act, Coastal Barrier Resources Act, and/or provision of 24 CFR 51.303(a)(3) (disclosure for the sale or purchase of an existing property within a Runway Clear Zone or Clear Zone) are applicable to the proposed Project.

Subtask 3.3.2 – Response to Comments
Altum staff will assist in the response to any comments received, for a maximum of ten (10) comments.

Responses to substantial comments may require a contract amendment. Substantial comments are defined as comments that require additional analysis or modifications to the CE.

Subtask 3.3.3 – Agency Coordination
Altum staff will assist City staff with Agency coordination related to the CE and public comment responses, as needed. This may include, but is not limited to, the federal agencies funding proposed Project activities.

Subtask 3.3.4 – Noticing
Prior to requesting the release of funds for the Project, the City of Palm Desert will need to publish a Notice of Intent to Request Release of Funds (NOI/RROF). Altum staff will prepare the NOI/RROF for the proposed project.

These Notices will be provided in digital format for City staff to review. Once revised and finalized, Altum will provide one (1) electronic copy and one (1) printed copy of both notices to be filed by the City. Please note: If the NOI-RROF is published in a newspaper of general circulation, the public comment period is a minimum of 7 calendar days, and a minimum of 10 calendar days if it is posted/mailed.

Optional Subtask 3.3.5 – Technical Studies
If authorized by the City, Altum’s subcontractor will prepare a technical assessment of air quality, greenhouse gas, and energy, and a technical study for noise.
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Optional Subtask 1 – Noise Study Report

1. Review the site plan and topography project from an acoustical standpoint.

2. Determine the existing noise environment at the project site. Measure existing ambient noise at or near the project site. The ambient noise will establish the baseline conditions. Utilize a type-1 sound level meter (SLM) which will record the hourly average noise level and will provide the existing noise level at the boundaries or areas of concern (e.g. property lines).

3. Utilize a version of the FHWA Noise Prediction Model to determine the roadway noise impacts to and from the project site and compare to the City’s noise standards, if needed. This assumes the traffic study finds additional increase in traffic noise levels as a result of the proposed project.

4. Calculate the project’s operational noise impact (e.g. parking) to adjacent land uses and ensure levels are compliant with City’s standards using SoundPlan 3D acoustical modeling software.

5. Utilize the FHWA Construction noise model to determine the short-term construction noise and vibration impacts for the project during construction. Determine the exterior noise impact to the surrounding adjacent properties and provide mitigation measures to alleviate any potential significant noise impact.

6. Summarize the results of the analysis in a noise impact study that will address the exterior noise impacts to and from the project site for both short-term and long-term noise impacts and provide recommendations. In addition, the noise study will evaluate the estimated interior noise impacts and recommended mitigation measures.

Optional Subtask 2 – Air Quality, Greenhouse Gas Impact and Energy

1. Identify the existing air quality setting in the area.

2. Identify applicable international, federal, state, SCAQMD’s, and local rules and regulations including the State greenhouse gas (GHG) regulations Assembly Bills (AB) 32 and 1493, Senate Bills (SB) 32, 97, 107, 375, 527, 1368, and 1771, and Executive Orders S-3-05 and S-14-08.

3. Obtain existing air quality data from air quality monitoring stations within the study area utilizing California Air Resources Board (CARB) data sources. Data will be obtained for air pollutants, including ozone, carbon monoxide (CO), nitrogen dioxide (NO2), PM10, and PM2.5.

4. Identify greenhouse gases (GHGs) and their associated impacts to global climate change.

5. Identify thresholds of significance for the criteria pollutants and GHGs.

6. Evaluate and quantify regional criteria pollutant and GHG emissions associated with construction and operational activities for the proposed project utilizing the CalEEMod Model. If significant emission levels are found to be created from construction and/or operational activities, feasible mitigation will be developed and quantified. Project emissions will be compared to City or County Climate Action Plan (CAP) or equivalent, if applicable.

7. Evaluate local NOx, CO, PM10, and PM2.5 construction and operational emissions at the nearest sensitive receptors to the project. The emissions will be compared against the SCAQMD Look-Up Tables and will follow the methodology described in Localized Significance Threshold Methodology, prepared by SCAQMD, July 2008.

8. Provide a qualitative odor analysis from the construction and operation of the proposed project.

9. Evaluate the construction-related and operational related energy uses.

Task 3.4 – Preliminary Utility Coordination
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provide the City with a copy of all communication records, drawings, and other documents received from the utility providers. These copies will be assembled in a project log and provided to the City in hard copy format.

Task 3.5 – Preliminary Project Alignment Alternatives Analysis Altum will explore opportunities to provide alternate configurations to account for existing utilities, existing driveways and access locations, existing landscape and fences/walls, and other constraints. This will provide options that will minimize impacts to residents, park visitors, and others and at the same time result in cost savings to the City of Palm Desert. The plans will include:
 Existing and proposed parking areas, pedestrian pathways, equestrian pathways, sports facilities, and other park amenities;
 Other recommended improvements due to the proposed parking configurations, transitions to landscaped facilities, and pedestrian ADA ramps;
 Hardscape amenities including lighting;
 Recommended improvements where existing facilities do not meet current standards (e.g.; pedestrian ADA ramps, pathways, etc.).

Task 3.6 – Design Red Flag Summary
Altum will prepare a summary of potential “Red Flags” in the design of the ADA improvements that will be reviewed with City staff. If any issues are discovered, Altum and impacted subcontractors will meet with the City to identify and develop possible solutions or workarounds.

Task 3.7 – Project Limits Alternatives Analysis
Altum will prepare a quick summary analysis of the project limits and any available options for design(s) of the improvements. Limits include the existing and proposed asphalt paving, curb and gutter, and ADA paths.

Task 3.8 – Preliminary Project Cost Estimate
Altum will prepare a Preliminary Estimate of Probable Costs for the project. This information will be updated with the Final Plans submittal.

Task 3.9 – Landscaping Features and Palette
Altum’s subcontractor will prepare a conceptual plan for review by City Staff that illustrates the scale and location of the existing site amenities and proposed enhancements. The proposed site enhancements include:
 Trailhead shade structure
 Water fountain(s)
 Picnic tables
 BBQ upgrades
 Extension of the existing irrigation system to a future pollination garden (to be constructed by the City)  An equestrian trail adjacent to the ADA Pathway that leads to existing amenities  Trail lighting (e.g., bollards)
Upon approval for the preliminary landscape plan, prepare a final plan set consisting of the following:

A. Construction Plan and Details – This plan will illustrate all walls, rock, decomposed granite, and cobble in plan view with dimensions, details, and selections of materials. Construction details will be provided for the following site amenities:
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 Trailhead shade structure.
 Water fountain(s).
 Picnic tables.
 BBQ enhancements.
 An equestrian trail adjacent to the ADA Pathway that leads to the existing tennis courts below.

B. Electrical Engineering – Altum’s subconsultant will provide electrical engineering and lighting design services for the project as outlined below:
 Provide landscape lighting design for all landscape areas.  Provide new electrical service(s) and circuiting for all lighting and ancillary power needs.  Provide Exterior Lighting Title 24 Compliance Report for all general lighting.  Provide a complete set of electrical construction documents that includes:
o Electrical Site Plan
o Branch circuiting and controls for all lighting
o Panel board and schedules
 Review all building department comments as required to obtain approval.  The construction documents shall include all general and specific notes and specifications.  Opinion of probable construction cost.

C. Irrigation Plan and Details – This plan will illustrate the location of all irrigation components. Details will be provided as required. Irrigation water budget calculations and water agency submittal for approval are included.

D. Preliminary Water Budget – Prepare a water budget calculation for landscape water use which will be based upon the preliminary landscape plan.

E. Final Opinion Of Probable Cost – Prepare a final opinion of probable construction cost for the landscape plans based on the final plans prepared in Stage 4 – Final Engineering.

Task 3.10 – Preliminary Hydrology Report
Altum will prepare a preliminary on-site hydrology analysis to confirm drainage paths, preliminary pipe sizes and size of retention areas (if any). A Preliminary On-Site Hydrology Report will be prepared based on City requirements and later utilized as the basis for a final hydrology report (to be prepared during final design). Only minor drainage improvements are anticipated for the project. Consultant assumes the site is not subject to offsite flows (beyond the property limits) or floodplain mapping (CLOMR/LOMR) requirements. An exhibit identifying existing drainage paths will be prepared as part of this task and will be included in the report and submitted as part of the Design Plans package. One (1) round of review and minor revisions are included based on City comments.

Stage 4 - Final Engineering
Altum will prepare improvement plans for the project limits that include: Title Sheet with vicinity map, sheet layout map, notes, etc. The improvement plans will include location and description of proposed ADA improvements, elevations at critical locations, walkway approaches, crosswalks, and other items required to complete the drawings. Separate detail sheet(s) will also be generated, if necessary, to provide any additional information required to complete the construction.
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As noted in discussions with City staff during the Project’s pre-proposal meeting, Altum understands that neither a Water Quality Management Plan (WQMP) or a Stormwater Pollution Prevention Plan (SWPPP) are required.

Thresholds that trigger these reports will not be met as the project is less than 5,000 square feet (WQMP threshold) and total disturbance is less than one (1) acre (SWPPP threshold).

Plan submittals at various stages will be submitted to ensure the City’s design concerns are addressed at proper intervals throughout the project.

Task 4.1 - Preparation of 35% Design Plans
Altum will prepare plans and details all in accordance with current City standards. The 35% plans will also address the “tie-in” considerations for the proposed improvements and a recommendation for improvements as well as a listing of the proposed permits that will be required for the project. The set of 35% construction documents may include:
 Title Sheet
 Typical Cross-Sections
 Key Map & Line Index
 Layout Plans
 Profile Plans
 Drainage Plans, Profiles & Details
 Conceptual Stage Construction Strip Map
 Construction Cost Estimate
Upon City review of the 35% complete PS&E submittal, The Altum Group team will meet with the City to review comments that will enable the design team to address comments in an expeditious manner. At this meeting, the City can provide additional design input to be incorporated into the 65% PS&E’s.

Task 4.2 - Preparation of 65% Design Plans
Based upon the results of City review of the 35% Design plans, Altum will prepare a set of 65% construction documents that may include:
 All items listed in 35% submittal
 Demolition Plans
 Construction Details
 Contour Grading Plans
 Stage Construction Plans & Quantities
 Construction Area Signs Plans and Quantities
 Summary of Quantities
 Retaining Wall Plans and Details, as needed for ADA ramp (utilizing City design guidelines)  Electrical Lighting Plans, Details and Quantities
 Landscaping, Planting and Irrigation Plans, Details and Quantities  Erosion Control Plans, Details and Quantities
 Special Provisions
 Draft Hydrology/Drainage Study
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Task 4.3 - Preparation of 100% Design Plans
Altum will prepare final drawings at an appropriate scale for the project limits that include: Title Sheet with vicinity map, sheet layout map, notes, etc.; improvement plans which may include grading, drainage, landscape, and ADA details as appropriate.

After implementation of the PS&E comments from the 65% design level, Altum will prepare the 100% (final) set of PS&E’s that may include:
 Complete Improvement Plans for the project (All items listed in 65% submittal)  Final Details and Sections
 Construction notes and quantities
 Construction Schedule
 Project Specifications
 Estimate of Probable Construction Costs
Task 4.4 – Final Plans Submittal
Altum will prepare Project Technical Specifications, Special Provisions, and Bid Sheet tabulation for the project based on 100% plans. The Special Provisions will be based on the current edition of the Standard Specifications for Public Works Construction (“Greenbook”) and will be prepared in MS Word format. The Special Provisions will be prepared as an insert to the City of Palm Desert’s standard construction contracts and “boiler plate” and will include an itemized bid sheet detailing the individual bid items for construction/demolition based on unit pricing. Final landscape plans will be submitted to CVWD and Riverside County Agricultural Commission for approval.

Altum will update the Estimate of Probable Costs for the project based on the Final plan details. The cost estimate will be prepared in Excel format and will be based on current unit price costs for similar work. The estimate is preliminary in nature and is intended solely to provide the City with a project budget estimate for construction.

Stage 5 - Bidding Support and Construction Engineering
Altum will provide construction support to the City to include support during bidding and during construction.

Bidding support may include attendance at the project pre-bid meeting; answering bidder-generated questions regarding the plans and specification; plan revisions (if necessary) and issuance of addendum and revised plans (if necessary). Service will be requested by the City and Altum responses will be directed to the City for consistency.

After receipt of bids and City approval of the successful bid, Altum may provide construction-related support for the project to include: attendance at the pre-construction conference; respond to contractor-generated RFI’s; review shop drawings (if any); attend project final walk and prepare “punchlist” of items requiring attention; prepare project closeout letter to City; and prepare record drawings based on contractor and inspector provided redlines. All service requests will be sent to the City for approval prior to commencement of the work. Altum will be available for project meetings that may occur throughout the duration of the project and will attend based on City invitation.

Project Management and Coordination
The Altum Group will manage this project for the City of Palm Desert and oversee all work done by our subcontractors. Our overall project management approach includes:
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 Establishing a project budget and schedule. The schedule and budget will be updated monthly and/or at key milestone dates and the City will be given a summary of the status of the project including areas where additional effort is required to maintain schedules and budgets;  Prompt review of questions and submittals;
 Value engineering and cost-effective designs in addition to our rigorous QA/QC program; and  Regularly scheduled meetings/telephone conferences with City staff to provide updates and address issues/concerns.

Altum will coordinate and attend bi-monthly project meetings with the City to discuss design issues, progress, and anticipated schedule for subsequent meetings. Altum will prepare meeting agendas and distribute meeting notes to all attendees. Altum anticipates personal attendance at several meetings for the project including the project kickoff meeting and design level review meetings at 35%, 65%, and 100% submittals. Altum will prepare agendas for these meetings and will distribute meeting minutes to all attendees within 24-hours of the meeting.

Project coordination will continue through the duration of the project and will include at a minimum: scheduled project updates; required communication with other involved agencies; plan check and QA/QC; project status meetings; monthly invoicing and tracking; and any project changes or issues. It will also include administrative work needed to respond to City’s request such as report and plan copying, mailing, etc. 268
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D.3 Sample Schedule
The following is a typical schedule which outlines standard tasks required to complete a project starting from a Kickoff Meeting. Assuming a start date of April and timely plan reviews by the City, we estimate this project could be finished in approximately nine (9) months. This schedule is a preliminary estimate and would need to be updated upon project initiation.

April May June July August September October November December

1.1 Kickoff Meeting 1 Day

1.2 Site Visit 1 Day

1.3 Data Collection 3 Weeks

2.1 Feasibility Analysis 5 weeks

2.2 Stakehold Engagement 1 Day Each

3.1 Field Survey, Mapping and Right-of-Way Needs Assessment

3.1.1 Topographic and Design Survey 4 Weeks

3.1.2 Utility Research 4 Weeks

3.1.3 Project Base Map/Right-of-Way Exhibit 3 Weeks

3.2 Geotechnical Investigation 4 Weeks

3.3 Environmental Studies and Documentation

3.3.1 NEPA Categorical Exclusion 3 Weeks

3.3.2 Agency Coordination 2 Weeks

3.3.3 Noticing 2 Days

3.3.4 Response to Comments 1 Week

3.4 Preliminary Utility Coordination 4 Weeks

3.5 Preliminary Project Alignment Alternatives Analysis 4 Weeks

3.6 Design Red Flag Summary 1 Week

3.7 Project Limits Alternatives Analysis 2 Weeks

3.8 Preliminary Project Cost Estimate 2 Weeks

3.9 Landscaping Features and Palette 6 Weeks

3.10. Preliminary Hydrology Report 4 Weeks

4.1 Preparation of 35% Design Plans 6 Weeks

4.2 Preparation of 65% Design Plans 4 Weeks

4.3 Preparation of 100% Design Plans 2 Weeks
Bidding Support and Construction Engineering TBD
Project Management and Coordination 9 Months
Office Work
Public Review
City Review
Ongoing Coordination
Project Team Meeting

Task Duration 2023
Stage 5 - Bidding Support and Construction Engineering
Project Management and Coordination
Stage 1 - Data Collection
Stage 2 - Feasibility and Alternatives Analysis
Stage 3 - Preliminary Engineering and Environmental Documentation Stage 4 - Final Engineering
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For more information visit us at:
www.thealtumgroup.com
Texas Board of Professional Engineers and
Land Surveyors Firm #10194593
Texas Registered Engineering Firm
#F-22130
Texas
California Department of General Services
Small Business Enterprise #1107100
Company Headquarters
Corporate Address
44-600 Village Court, Suite 100
Palm Desert, CA 92260
(760) 346-4750
California
PLANNING | URBAN DESIGN | ENGINEERING | SURVEY | ENVIRONMENTAL270 44-600 Village Court, Suite 100
Palm Desert, CA 92260
(760) 346-4750 Tel
Staff Member Hourly Rate
Principal $215.00
Director $195.00
Senior Project Manager $188.00
Project Manager $180.00
Assistant Project Manager $168.00
Senior Associate $157.00
Associate $139.00
Assistant $115.00
Project Coord/Technician $92.00
Administrative Assistant/Clerical $65.00
Intern $43.00
Survey Services:

Survey Crew - Non Prevailing $245.00
Survey Crew - Prevailing $295.00
Survey Crew Rates:

Hourly rates include standard 2-man crew, 1-man robotic crew and 1-man GPS crew.

A two-hour minimum applies for all field services.

Reimbursables Expenses:

Mileage is billed at IRS business rate plus 15%
Printing, reproduction, etc. are billed at direct cost plus 15% Altum's Schedule of Hourly Rates is subject to change based on an annual review of the cost of living and employee wage increases. In the event Altum's Schedule of Hourly Rates changes, a corresponding percentage increase shall be applied to all remaining Agreement budgets and such Schedule of Hourly Rates shall apply to subsequent Extra Work. If Consultant works in excess of 8.0 hours in a day or 40.0 hours in a week at Client direction, overtime rates will apply.
2025 SCHEDULE OF HOURLY RATES
F:\rate schedule\2025 Schedule of Hourly Rates - CA1.xlsx 271
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CITY OF PALM DESERT

PROFESSIONAL SERVICES AGREEMENT

1. Parties and Date. This Agreement is made and entered on January 8, 2026, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578 (“City”) and THE ALTUM GROUP, an S Corporation, with its principal place of business at 44600 VILLAGE COURT, SUITE 100, PALM DESERT, CA 92260 ("Consultant"). The City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."

1.1 City Council Approval.

On January 8, 2026, City Council approved the award of this Agreement to the Consultant above.

2. Recitals.

2.1 Project.

The City is a public agency of the State of California and is in need of professional services for the following project:

On-Call Engineering Project
(hereinafter referred to as “the Project”).

2.2 Consultant.

Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant is duly licensed and has the necessary qualifications to provide such services.

3. Terms.

3.1 Scope of Services and Term.

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

3.1.2 Term. The term of this Agreement shall be from January 8, 2026, to June 30, 2029, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines.

3.2 Responsibilities of Consultant.

3.2.1 Independent Contractor; Control and Payment of Subordinates. The 273
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Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Any personnel performing the Services shall not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, or any of its officials, officers, directors, employees, or agents shall have control over the conduct of Consultant or any of Consultants officers, employees or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to:
social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.

3.2.2 Schedule of Services. Consultant represents that it has the professional and technical personnel required to perform the Services expeditiously as set forth in each Task Order, Exhibit “D”. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

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

3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. The key personnel for performance of this Agreement are as follows: BROOKS D. FRANKLIN, PRESIDENT / CEO.

3.2.5 City's Representative. The City hereby designates CHRIS GERRY, SENIOR PROJECT MANAGER, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the scope of Services or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the scope of services or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.

3.2.6 Consultant's Representative. Consultant hereby designates JAMES R. BAZUA, VICE PRESIDENT / SECRETARY, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative").

Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be 274
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responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

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

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

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

Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the nonperforming Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the services, only to the extent such strikes and other organized labor action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics 275
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or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the services and Agreement.

Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Force Majeure Events and/or delays, regardless of the Party responsible for the delay, shall not entitle Consultant to any additional compensation. Notwithstanding the foregoing in this section, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.

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

3.2.10.1 Employment Eligibility; Consultant. Consultant certifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same.

Consultant certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement and shall not violate any such law at any time during the term of the Agreement.

3.2.10.2 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer, and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, physical disability, ancestry, sex, age, marital status, gender, gender identity, gender expression, sexual orientation, reproductive health decision making, veteran or military status, or any other consideration made unlawful by federal, state, or local laws. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

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

3.2.11.1 Minimum Requirements. Without limiting Consultant’s indemnification of City, and prior to commencement of the Services, Consultant shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form that is satisfactory to City.
(A) General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage.

The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted. (B) Automobile Liability Insurance. Consultant shall
maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City’s Risk Manger may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement.
(C) Professional Liability (Errors & Omissions) Insurance.

Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement.
(D) Workers’ Compensation Insurance. Consultant shall
maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, volunteers, and representatives. (E) Umbrella or Excess Liability Insurance. Consultant
may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions:
(1) A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have
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applied proves to be uncollectible in whole or in part
for any reason;
(2) Pay on behalf of wording as opposed to
reimbursement;
(3) Concurrency of effective dates with primary
policies; and
(4) Policies shall “follow form” to the underlying primary policies.
(5) Insureds under primary policies shall also be
insureds under the umbrella or excess policies.
(F) Fidelity Coverage. Reserved.
(G) Cyber Liability Insurance. Reserved.

3.2.11.2 Other Provisions or Requirements.
(A) Proof of Insurance. Consultant shall provide
certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. (B) Duration of Coverage. Consultant shall procure and
maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants.
(C) Primary/Non-Contributing. Coverage provided by
Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
(D) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by 278
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Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement. (E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager. (F) Waiver of Subrogation. All insurance coverage
maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(G) Enforcement of Contract Provisions (non estoppel).

Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City 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 City.
(I) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, volunteers and representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies. 279
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(K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
(L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any crossliability exclusions. (M) Pass Through Clause. Consultant agrees to ensure
that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review. (N) City’s Right to Revise Specifications. The City and the City’s Risk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice.
(O) Self-Insured Retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that selfinsured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
(Q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services.

3.2.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water 280
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Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. Failure to comply with laws, regulations, and ordinances listed in this Section is a violation of federal and state law.

Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations, and policies of this Section.

3.3 Fees and Payments.

3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed One Million and 00/100 Dollars ($1,000,000.00) per fiscal year without written approval of the City Council or City Manager, as applicable.

3.3.2 Payment of Compensation. Consultant shall submit to City monthly invoices which provide a detailed description of the Services and hours rendered by Consultant. City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein. Consultant shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the Consultant to submit a timely invoice may constitute a waiver of its right to final payment. Payment shall not constitute acceptance of any Services completed by Consultant. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City or included in Exhibit "C" of this Agreement.

3.3.4 Travel Expenses. In accordance with Government Code section 53232.2(c), the Internal Revenue Service rates for reimbursement of travel, meals, lodging, and other actual and necessary expenses as established in Publication 463, or any successor publication, shall be used to determine reimbursement rates for Consultant. Travel in business class, first class or any category on any flight above the coach/economy level will not be reimbursed.

3.3.5 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
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3.4 Labor Code Requirements.

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

3.4.2 Registration/DIR Compliance. If the Services are being performed on a public works project of over $25,000 when the project is for construction, alteration, demolition, installation, or repair work, or a public works project of over $15,000 when the project is for maintenance work, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants. This Project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR.

Any stop orders issued by the DIR against Consultant or any subconsultant that affect Consultant’s performance of Services, including any delay, shall be Consultant’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Consultant caused delay and shall not be compensable by the City.

Consultant shall defend, indemnify, and hold the City, its officials, officers, employees, agents, volunteers and representatives free and harmless from any claim or liability arising out of stop orders issued by the DIR against Consultant or any subconsultant.

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

3.5 Accounting Records.

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

3.6 General Provisions.

3.6.1 Termination of Agreement.

3.6.1.1 Grounds for Termination. City may, by written
notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause.

The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.

3.6.1.2 Conflict of Interest The Consultant covenants
that any and all relationships with construction firms that may submit bids for projects developed under this agreement will require full disclosure of any direct or indirect conflicts of interest, financial interests, relationships, and the nature of any relationships with any related project bid submitters; and that any violation of this provision may result in the immediate termination of the Agreement.

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

3.6.1.4 Early Termination. Notwithstanding any
provision herein to the contrary, if for any fiscal year of this Agreement the City Council fails to appropriate or allocate funds for future payment under the Agreement after exercising reasonable efforts to do so, the City may upon seven (7) days’ written notice, order work on the Project to cease. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation.

3.6.1.5 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 283
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3.6.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Consultant: THE ALTUM GROUP
44600 VILLAGE COURT, SUITE 100
PALM DESERT, CA 92260
ATTN: BROOKS D. FRANKLIN, PRESIDENT / CEO
City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
ATTN: CHRIS GERRY, SENIOR PROJECT

MANAGER
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.6.3 Ownership of Materials and Confidentiality.

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

Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by professionals other than Consultant or its subconsultants, or those provided to Consultant by the City.

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

3.6.3.4 Indemnification – Documents and Data.

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

3.6.3.5 Confidentiality. All ideas, memoranda,
specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

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City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend, and hold harmless the City, and its officers, directors, employees, agents, volunteers and representatives from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information.

City shall not release the Proprietary Information after receipt of an objection notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.

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

3.6.5 [Reserved]

3.6.6 Indemnification.

3.6.6.1 To the fullest extent permitted by law,
Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers, agents, and representatives free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subconsultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all expert witness fees, attorney’s fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City.

Consultant's obligation to indemnify shall survive expiration or termination of this Agreement and shall not be restricted to insurance proceeds, if any, received by Consultant, the City, its officials, officers, employees, agents, volunteers, or representatives.

3.6.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
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3.6.7 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements.

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

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

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

3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.

3.6.12 Assignment; Subcontracting. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Consultant shall not subcontract any portion of the Services required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.

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

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

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

3.6.16 No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties. 287
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3.6.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.6.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid, nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement.

Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

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

3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT

BY AND BETWEEN THE CITY OF PALM DESERT

AND THE ALTUM GROUP
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.

CITY OF PALM DESERT
By:

Chris Escobedo
City Manager
Attest:

By:

Anthony J. Mejia
City Clerk
Approved as to form:

By:

Isra Shah
City Attorney

THE ALTUM GROUP, AN S

CORPORATION
By:

Brooks D. Franklin
President / CEO
By:

James R. Bazua
Vice President / Secretary
City Clerk QC: _____
Contracts QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
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Exhibit “A”
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BBK 72500.00001\32374915.1

9.15.25 EXHIBIT “A”

SCOPE OF SERVICES
Design & Field Support
 Prepare or revise engineering drawings, technical specifications, and cost estimates for small- to medium-scale municipal projects.  Support field inspections, construction verification, and site reviews as directed.  Assist with the design and implementation of pilot programs, public infrastructure upgrades, roadway/streetscape improvements, and grant-funded projects.  Provide surveying services as needed, including topographic, boundary, and construction staking surveys to support City projects.

Project Management & Coordination
 Assist in project scoping, scheduling, budgeting, and coordination of consultants and contractors.
 Prepare staff reports, presentations, and technical documentation for regulatory review, community meetings, or City Council consideration.  Provide supplemental staffing capacity during peak periods or as otherwise requested by the City.

Plan Review & Technical Analysis
 Review development applications, civil engineering plans, site designs, and technical studies for compliance with City codes, standards, and best practices.  Conduct specialized evaluations, including traffic and drainage assessments, utility coordination, structural reviews, and environmental compliance checks.  Prepare written findings and provide professional guidance to City staff, review boards, and decision-making bodies.

On-Call & Emergency Support
 Provide professional engineering consultation and support on an as-needed basis, including rapid mobilization in response to emergencies or time-sensitive challenges.
 Coordinate closely with City staff, consultants, and contractors to ensure timely resolution of critical issues.

Other Professional Services
 Provide additional engineering services, as mutually agreed upon, to support evolving City priorities or operational needs.
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Exhibit “B”
Revised 10-2024
BBK 72500.00001\32374915.1
EXHIBIT "B"

SCHEDULE OF SERVICES
The schedule of services shall be provided on an on-call basis between January 8, 2026, and June 30, 2029.
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Exhibit “C”
EXHIBIT "C"

COMPENSATION
The total annual compensation shall not exceed One Million and 00/100 Dollars ($1,000,000.00) per fiscal year.
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Exhibit “D”
EXHIBIT “D”

TASK ORDER FORM SAMPLE
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294
On-Call Engineering Services
2025-RFP-211
Work Proposal
68-955 Adelina Road
Cathedral City, CA 92234
(760) 323-5344
www.naiconsulting.com
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October 9, 2025
City of Palm Desert
Public Works Department
73-510 Fred Waring Drive
Palm Desert, CA 92260
Subject: ON-CALL ENGINEERING SERVICES (2025-RFP-211)
Dear Members of the Evaluation Team and Selection Committee, NAI Consulting, Inc. (NAI) is pleased to submit our proposal to provide On-Call Engineering Services to the City of Palm Desert. Established in 1996 and headquartered in Cathedral City, NAI is a locally based civil engineering firm with over 40 years of combined engineering experience. Our team has a strong history of supporting municipalities across the Coachella Valley and is well-prepared to assist in the successful delivery of your Capital Improvement Program.

NAI is built on a philosophy of responsiveness, adaptability, and dedication to public service. As a smaller firm, we pride ourselves on providing hands-on support, tailored solutions, and consistent communication throughout the duration of every project. We understand the needs of desert communities and bring local insight, historical knowledge, and genuine commitment to helping cities like Palm Desert move forward with confidence.

Our proposed Project Manager and Principal-In-Charge, Lorissa Gruehl, P.E, brings two decades of professional experience in civil engineering design, ADA compliance, project management, and funding oversight. Lorissa has successfully led numerous municipal infrastructure projects across the valley, including recent work with the Cities of La Quinta, Indio, and Cathedral City. She will serve as your primary point of contact and will be supported by our team of in-house professionals, who can provide scalable support depending on project needs.

This proposal reflects our deep understanding of the City’s priorities and our commitment to providing highquality engineering services in the areas of street rehabilitation, drainage improvements, sidewalk/ADA upgrades, and public facility enhancements. We are confident that our local presence, technical expertise, and collaborative approach align well with the City’s goals.

NAI’s office is located at 68-955 Adelina Road, Cathedral City, CA 92234. All services for this contact will be managed from this location. For this proposal, please direct any communication to:

Lorissa Gruehl, P.E.

Email:[email protected]
Office: (760) 323-5344
Direct: (760) 799-0066
We have reviewed the City’s draft Professional Service Agreement and respectfully offer the following comment for consideration:

1. Insurance:
a. At this time, NAI does not own any commercial vehicles. Our Automotive Liability coverage applies specifically to “for hired and non-owned autos” and is issued at a limit of $1,000,000.

We kindly request confirmation that our current coverage is acceptable. b. NAI is unable to waiver rights of subrogation and cannot name the City as additionally insured under for Professional Liability. We kindly request that the following sentence is added to 296
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Additional Insurance Clause 3.2.11.2 (F) Waiver of Subrogation: “Professional Liability Insurance is excluded from this section.”
We acknowledge receipt of Addenda Numbers 1 and 2, and confirm that our Fee Schedule shall remain valid for the full duration of the contract, including any extensions authorized by the City. Additionally, we confirm that this proposal will remain valid for a period of 120 days from the RFP due date of October 9, 2025.

We sincerely appreciate the opportunity to be considered and look forward to the possibility of supporting the City of Palm Desert.

Respectfully submitted,
Lorissa Gruehl, P.E.

Principal in Charge, Senior Civil Engineering
297
Statement of Qualifications
Cover Letter 1
Experience and Technical Competence
Background
References
3 Firm Staffing and Key Personnel
Staffing
Key Personnel
Team Organization
Subcontractors
6 Proposed Method to Accomplish the Work 9
Scope of Work 11
Attachment “A”
Redline of Professional Services Agreement
A
Other Bid Submissions:

Non-Collusion Affidavit
Staff Licensing; SAM.gov
Business Type
Litigation History
Changes to Agreement
No Deviations from the RFP
Project Team Resumes (separate from work proposal)
List of Signatory(s) Authorized to Sign and Bind an
Agreement
Conflict of Interest Disclosure
Certification of Proposal
Fee Proposal (separate from work proposal)
Table of Contents
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STATEMENT OF QUALIFICATIONS
I. EXPERIENCE AND TECHNICAL COMPETENCE

BACKGROUND
NAI Consulting, Inc. (NAI) is a small firm with strong ties to the Coachella Valley. We are headquartered in Cathedral City and have been an active partner in the Capital Improvement community for nearly 30 years. During this time, NAI has supported City Staff in delivering their Capital Improvement Programs through two recessions, numerous CVAG, Caltrans, and RCTC Directors, and large corporate buyouts of previously familiar firms. Our team includes employees who have worked for public agencies and trained employees who have gone on to work at public agencies. We have provided Project Management, Engineering Services, and Grant Administrative Services to virtually every city in and around the Coachella Valley, including Palm Desert, Cathedral City, La Quinta, Indio, Palm Springs, Rancho Mirage, Coachella, Desert Hot Springs, Beaumont, and the Town of Yucca Valley. NAI is proud to have served as a consistent, trusted partner in capital project delivery across the Coachella Valley. We appreciate the opportunity to extend this legacy of service by supporting the City of Palm Desert through the proposed “On-Call Engineering Services" contract.

Our hours of operation have us in the office:

Monday-Thursday from 7:00 AM to 5:00 PM
Fridays from 7:00 AM to 4:00 PM
With every other Friday off.

Since we are a small, family-owned business, our hours are flexible, and you can reach us by cellphone at any time.

NAI's Unique Quality
A core strength of NAI’s service model is our flexibility in supporting public clients according to their specific and evolving needs. We focus on public works staff augmentation rather than replacement and integrate seamlessly within existing City operations. Our team works in alignment with City leadership, without influencing decisions related to staffing levels or organizational structure. This approach enables our clients to engage our support at varying levels, whether to fill a vacant position one year or to provide targeted project management the next.

Project Engineering Support and Project Management Administration Experience This proposal will demonstrate that NAI is the most qualified consultant to provide the requested Engineering Support Services for various projects. We have experience in all public works project delivery aspects, from a basic needs analysis to final acceptance. We have been developing the Capital Improvement Programs for Indio and La Quinta over the past several years, as well as managing specific projects upon request. We are familiar with the RCTC Measure A requirements and the CVAG Regional Arterial Program.

You will see that NAI can track project budgets and schedules, and develop engineered drawings and specifications.

We have written Requests for Proposals for most public work services, including bridge design, street design, signal improvements, drainage improvements, transportation planning, construction management, and even street maintenance contracts.

NAI is a full-service Civil Engineering firm. Our recent engineering experience includes designing street widenings and street rehabilitation plans, designing ADA improvements for roads and buildings, designing traffic control plans, designing signing and striping plans, and preparing specifications and engineers' estimates for our design projects.

We prepare and review specifications and engineers' estimates for projects we manage, including developing traffic signal equipment replacement specifications and providing plan checks for signal interconnect installation and bridge plans. We have the expertise to provide plan check services for various capital improvement projects and development projects.

NAI's Ability to Ensure Project Funding
NAI can and does comply with state and federal procedures to ensure project funding. We have dedicated Staff who provide funding assistance daily.

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EXPERIENCE WITH SIMILAR WORK
NAI has maintained long-standing relationships with all our clients through on-call contract management. NAI provides similar on-call work through the following contracts:
• Design Professional Services for the City of Cathedral City.

Term of Agreement: July 1, 2025, to June 30, 2028.
• On-Call Engineering Support & Grant Administration Services for the City of Cathedral City.

Term of Agreement: July 1, 2025, to June 30, 2028.
• On-Call CIP Project Management and Professional Engineering Services for the City of La Quinta.

Term of Agreement: July 1, 2024, to June 30, 2027.
• On-Call Professional Civil Engineering Services for the City of Indio.

Term of Agreement: June 5, 2024, to June 30, 2027.
• On-Call Project Administration Services for the City of Palm Springs.

Term of Agreement: May 28, 2024, to June 30, 2029.
• Engineering Consultant Services for the City of Desert Hot Springs.

Term of Agreement: July 1, 2023, to June 30, 2027.

REFERENCES

CLIENT CONTACT PHONE EMAIL
City of Cathedral City John Corella – Director of Engineering & Public Works (760) 770-0327 [email protected]
Design Professional Services Term: July 1, 2025, to June 30, 2028 City of La Quinta Bryan McKinney – Public Works Director & City Engineer (760) 777-7045 [email protected]
Project Management and Contract Administration Support Services Term: July 1, 2024, to June 30, 2027 City of Indio Timothy Wassil – Director of Public Works (760) 391-4017 [email protected] As-Needed Civil Engineering Services Term: June 5, 2024, to June 30, 2027

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PROJECT SPOTLIGHT
The following is a Project Spotlight of key projects that the proposed NAI Team has delivered.

Via De Anza Street Improvements, P1/P2/P3

CITY OF CATHEDRAL CITY
Contact
Information:

John Corella,
P.E., Public
Works Director
Email: [email protected] Phone: 760-770-0327
Funding Source: CDBG Total Est.

Const. Cost: $2,300,000 Completion: 08/2024
Project Leads: Lorissa Gruehl, Joshua Nickerson
Essential
Functions: Engineering with Schedule and Budget Tracking Project Challenges: Urban In-Fill, Resident Sensitivity, CVWD Water Line Replacements
Project Description:

Widen each side of road. Project included the reconfiguration of the profile and modifications to residential driveways.

Incorporate Curb and Gutter Improvements
North Indio Pavement Improvements

CITY OF INDIO
Contact
Information:

Timothy Wassil,
P.E., Public
Works Director
Email: [email protected] Phone: 760-391-4017
Funding Source: CMAQ Total Est.

Cost: $1,278,1000 Completion: 10/2019
Project Leads: Lorissa Gruehl, Joshua Nickerson
Essential
Functions:

Grant Application, Federal Compliance, Schedule and Budget Tracking, Engineering Environmental (Sub)
Project Challenges: Federally Funded
Project Description:

Construct new road section along four unpaved roads in Indio, north of Interstate 10. Project included establishing centerline profile and construction drainage improvements
On-Going Design Support for Pavement Management Plan

CITY OF LA QUINTA
Contact
Information:

Bryan
McKinney, P.E.,
Public Works
Director
Email: [email protected] Phone: 760-777-7045
Funding Source: Local Total Est.

Cost:
$1,000,000+ per project.

Over $30M for past 5 years Completion: On-Going
Project Personnel: Lorissa Gruehl, Jose Cortez
Essential
Functions: Engineering, Schedule, and Budget Tracking
Project Challenges: Maximizing Project Budget, Resident Sensitivity Project Description:

On-Going project that has included over ten(10) pavement management projects, which have ranged from slurry seal, pavement rehabilitation, and traffic calming restriping associated with over 160 streets, including Highway 111

301
Staffing
Provide the number of staff to be assigned to perform the Services and the names/discipline/job title of each as well as your firm’s capacity to provide additional personnel as needed.

Key Personnel
Identify key persons that will be principally responsible for working with the City.

Indicate the role and responsibility of each individual.

Team Organization
Describe proposed team organization, including identification and responsibilities of key personnel.

Subcontractors
The Proposer shall identify functions that are likely to be subcontracted and identify the subcontractor that is anticipated to perform each function.

Firm Staffing and Key
Personnel
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II. FIRM STAFFING AND KEY PERSONNEL

KEY PERSONNEL
PRINCIPAL IN CHARGE - CIVIL ENGINEERING - Ms. Lorissa Gruehl, P.E. C76730 Lorissa is a registered Engineer in the State of California and serves as the lead civil engineering/project manager.

She has over 20 years of experience working on various infrastructure planning, design, and construction projects, including design-build. She has experience working directly with project development teams to create efficient and constructible projects that meet the client's objectives.

Lorissa is considered an asset to city on-call programs. Through staff extensions, Lorissa has supported cities in becoming more efficient and successful in delivering capital projects. She has proven herself to be a capable asset to city on-call programs. Typical services she provides include plan checking and estimating, value engineering analysis, request for proposal (RFP) preparation, and project engineering support. She also includes preparation and tracking of project schedules and budgets, preparation of bid documents, preparation of bid summary comparisons, and construction support.

Lorissa’s design experience includes roadway geometrics, bikeway geometrics, site grading, park site rehabilitation, traffic design, retaining wall design, and storm drain improvements. Her knowledge and familiarity with the latest design standards, including FHWA, ASHTO, and Caltrans, facilitate successful project delivery. She has comprehensive knowledge of various design software, including AutoCAD, Civil 3D, AutoTURN, MicroStation and InRoads.

Lorissa currently provides these services in the following roles:
• Principal Civil Engineer for the CIP Project Management and Engineering Services for the City of La Quinta. • Principal Civil Engineer for the As-Needed Civil Engineering Services for the City of Indio. • Principal Civil Engineer for the On-Call Engineering Support Services for the City of Cathedral City.

Lorissa has been the lead civil engineer for roadway widening and pavement management projects ranging from slurry seal, pavement rehabilitation and traffic calming. She has led ADA-related improvements, ranging from pavement reconstruction, sidewalk reconstruction, signing and striping modifications, curb ramp reconstruction, and various sidewalk and curb ramp improvement projects throughout the valley.

PRINCIPAL IN CHARGE - PROJECT MANAGEMENT - Mr. Joshua Nickerson, P.E. C81376 Josh is a registered Engineer in the State of California and serves as the Project Manager, as needed. With over 15 years of experience in design and project management, he brings an array of knowledge to support capital improvement projects from the cradle to the grave. Throughout his career in the Coachella Valley, Josh has developed a solid reputation for providing administrative and engineering support for federal and state-funded projects. With his in-depth knowledge of state and federal procedures and his continuously expanding network of agency contacts, he successfully manages projects through federal and state funding requirements.

This ongoing support requires a significant amount of interagency coordination between the cities, the Riverside County Transportation Commission (RCTC), the California Transportation Commission (CTC), and the California Department of Transportation (Caltrans).

He has a profound knowledge of local and state standards, including, but not limited to, the Local Assistance Procedures Manual, the Local Assistance Program Guidelines, the Project Development Procedures Manual, the Caltrans Construction Manual. Specific services he provides include project budgeting and scheduling, FTIP coordination/updating, RCTC, CTC, and Caltrans coordination, and request for authorization (RFA) preparation for federally funded phases of work. His services also include requests for allocation for state-funded phases of work, CEQA/NEPA review, federal and state invoicing, federal RFP preparation, federal project specifications preparation, among other services.

TEAM ORGANIZATION
ASSOCIATE ENGINEER – Mr. Jose Cortez
Jose provides expert engineering support for this contract, drawing on his extensive experience in the design and delivery of construction projects. He brings valuable expertise in CAD drafting, cost estimating, project engineering, and project management. His background includes close collaboration with city staff and project managers to develop plans and align scopes of work, schedules, and budgets, helping mitigate risks related to quality control and cost escalation.
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Through his 5 years of experience, Jose has established a strong foundation as an Associate Engineer with his involvement in pavement management and ADA improvement projects. His responsibilities have included sidewalk gap closures, pavement rehabilitation, signing and striping modifications, and curb ramp reconstruction. He is also experienced in preparing comprehensive bid documents, estimates, technical specifications, bid comparisons, and plan reviews, as well as tracking budgets and managing various project-related tasks.

ASSOCIATE PROJECT MANAGER – Ms. Erika Sinohuiz
Erika serves as an Associate Project Manager, providing administrative and management support for federal and statefunded projects. She excels in coordinating efforts between cities, the California Department of Transportation (Caltrans), and the Riverside County Transportation Commission (RCTC).

With 5 years of steadily increasing project management experience, she has detailed knowledge of local and state standards, including the Local Assistance Procedures Manual (LAPM) and Local Assistance Program Guidelines (LAPG). She has prepared requests for authorization (RFA) for federally funded phases and requests for allocation for state-funded phases. Additionally, Erika has managed federal and state invoicing, labor compliance oversight, and meticulous project closeouts.

Erika will support the following efforts: project management, project budgeting and scheduling, Request for Proposals (RFP) preparation, and project specification development.

MANAGEMENT ANALYST - Ms. Diana Smith
Diana serves as project management and administrative support. She has served as an administrator to various private sector-funded projects and has experience working closely with project managers, project superintendents, architects, and state and city staff to ensure the fluidity of each project. Diana is familiar with budgeting, schedule tracking, project and consultant reimbursement invoice preparation, and overall project organization requirements. Her experience with the state and local agencies allows her to care for further administrative needs as they arise.

PROJECT SUPPORT - Ms. Stephanie Milette
Stephanie provides project management and administrative support for various improvement projects. She assists in preparing federal and state invoicing, utility letters and coordination, bid comparison, due diligence, drafting of award packages, and administrative assignments. Her familiarity with budget and schedule tracking, project filing, preparation of progress payment invoicing for consultant reimbursement, and project reimbursement aided in the success of multiple projects.

ORGANIZATIONAL STRUCTURE

Lorissa
Gruehl
Jose Cortez
Diana
Smith
Joshua
Nickerson
Erika
Sinohuiz
Stephanie
Milette
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SUBCONTRACTORS
In an effort to mitigate costs and promote efficiency, NAI is prepared to collaborate with any of the City’s existing OnCall Service providers to address additional project needs as they arise. Should those services be unavailable, NAI is also ready to engage trusted and qualified firms with whom we have long-standing professional relationships to support project delivery.
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Proposed Method to
Accomplish the Work
Describe the technical and management approach to providing the Services to the City. Proposer should take into account the scope of the Services, and general functions required. Include a draft first year schedule of tasks, milestones, and deliverables that will provide for timely provision of the Services. In reviewing the scope of Services and goals described herein, the Proposer may identify additional necessary tasks and is invited to bring these to the City’s attention within the discussion of its proposed method to accomplish the work. 306
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III. PROJECT APPROACH & METHODOLOGY
Introduction
NAI Consulting applies a proven, repeatable process to every on-call engineering assignment, blending our technical capabilities with a deep understanding of Coachella Valley’s unique environmental, operational, and regulatory conditions. Our methodology is designed to integrate seamlessly with City workflows, leverage our local agency relationships, and anticipate the challenges that can impact project schedules and budgets. From initial scoping through construction closeout, we focus on proactive coordination, schedule discipline, and quality control to deliver projects that meet City goals, regulatory requirements, and community expectations.

1. Project Initiation & Alignment
Every task order begins with a focused project initiation phase. We meet with City staff to confirm project objectives, establish success metrics, and define key deliverables. During this phase, we:
• Review existing City plans, Capital Improvement Program priorities, and adjacent development activity. • Identify potential conflicts, such as overlapping schedules with other City or regional projects. • Establish project-specific communication protocols, including primary contacts, meeting frequency, and reporting formats.

By setting expectations early, we create a clear decision-making framework that keeps the project moving efficiently from concept to completion.

2. Stakeholder & Agency Coordination
Successful delivery of public works projects in Palm Desert requires early and sustained communication with a range of stakeholders. We coordinate proactively with:
• Utility companies to identify conflicts, schedule relocations, and avoid costly construction delays. • Regional and state agencies such as RCTC, CVAG, CVWD, and Caltrans to ensure designs meet all applicable standards and funding requirements.
• Community stakeholders to minimize construction impacts, especially during peak tourism and event seasons.

We also integrate public input where appropriate, helping build consensus and reduce the risk of late-stage changes.

3. Coachella Valley–Specific Risk Management
NAI’s local expertise allows us to address challenges unique to this region:
• Seasonal Traffic Peaks: We plan construction schedules to avoid major events such as the Fashion Week El Paseo, Golf Cart Parade, and high-season tourism, reducing disruption to residents and businesses. • Extreme Heat & Weather Events: We recommend construction methods, materials, and scheduling adjustments that perform reliably in high temperatures and withstand seasonal storms. • Wind-Blown Sand & Flash Flooding: We design drainage and erosion control measures to address these recurring challenges, extending the life of infrastructure and reducing maintenance costs.

By factoring in these conditions from the outset, we reduce schedule interruptions and long-term maintenance issues.

4. Schedule & Budget Control
We maintain detailed project schedules and budgets from project initiation through closeout. Our tools include:
• Milestone tracking with clear dependencies and critical path identification. • Budget-to-actual monitoring to quickly detect and address potential overruns. • Change management procedures to evaluate cost and schedule impacts before authorizing adjustments.

This disciplined approach provides City staff with transparency and confidence that resources are being used effectively.
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5. Quality Assurance / Quality Control (QA/QC)
A robust QA/QC process is built into every project. A senior engineer not directly involved in the day-to-day design reviews all plans, specifications, and estimates at major milestones. This review ensures:
• Compliance with City, Caltrans, ADA, and applicable federal standards. • Constructability to minimize change orders.
• Accuracy of quantities, costs, and technical details.

By incorporating QA/QC at each stage, we help safeguard the City’s investment and reduce construction-phase risks.

6. Communication & Reporting
We prioritize consistent, clear communication with the City throughout each project. Our reporting process includes:
• Regular status updates summarizing progress, upcoming activities, and any issues requiring City input. • Budget and schedule dashboards to quickly assess project health. • Decision logs and action item lists to maintain accountability.

This structured reporting supports informed decision-making and ensures alignment between the City and our project team.

7. Construction-Phase Support
Our involvement continues beyond design. During bidding and construction, we:
• Respond promptly to Requests for Information (RFIs) and submittal reviews. • Attend construction meetings and site visits to support City inspectors. • Assist with change order evaluations and schedule adjustments. • Provide final acceptance documentation and closeout support to ensure funding compliance and project completeness.

IV. UNDERSTANDING UNIQUE CHALLENGES AND REQUIREMENTS OF PUBLIC WORK PROJECTS Delivering public works projects in the Coachella Valley requires more than technical skill; it demands an in-depth understanding of the region’s environmental conditions, seasonal demands, and interagency dynamics. The desert climate creates unique design and construction considerations. Extreme heat accelerates material wear, expansive soils require specialized foundation and pavement solutions, and wind-blown sand can quickly compromise drainage and traffic safety if not accounted for in project planning. Seasonal flash flooding compounds these factors, necessitating drainage and erosion control systems that perform reliably during short but intense storm events.

The Coachella Valley’s economy and daily life are also shaped by a calendar of world-class events, high tourism seasons, and local agricultural operations. Projects must be scheduled and phased to avoid peak traffic periods and minimize disruptions to residents, businesses, and visitors. This requires careful coordination not only with City departments but also with neighboring jurisdictions, regional agencies, and utility providers whose operations often intersect with planned improvements.

Equally important is navigating the complex regulatory and funding environment. Many projects rely on Measure A, CVAG, RCTC, or Caltrans-administered funds, each with its own compliance requirements, review timelines, and documentation standards. Meeting these requirements while keeping projects on schedule demands a team that is already familiar with the agencies, their processes, and the expectations of local review boards.

NAI Consulting’s decades of experience in the Coachella Valley mean we approach each assignment with an informed perspective on these challenges. We anticipate constraints early, incorporate region-specific design solutions, and work collaboratively with all stakeholders to ensure that each project meets its intended purpose, complies with funding and regulatory requirements, and serves the community well into the future. 308
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V. SCOPE OF WORK
NAI's services will include, but will not be limited to, the following:
• Prepare any necessary documents for City signatures and coordinate with various City Departments to acquire and maintain funding and approvals.
• Perform plan reviews of grading, erosion control, street, storm drain, sanitary sewer, and water improvement plans, along with hydrology studies, SWPPPs, and WQMPs prepared by outside design firms and City Engineering Department staff.
• Assist in preparing formal and informal requests for design and/or construction project proposals and summarize proposals received.
• Monitor and report on project status, budget vs. actual expenditures, and contract time vs. actual time. • Provide design and construction services for minor Capital Improvement Projects. • Prepare and track project schedules.
• Prepare correspondence, reports, and memoranda necessary to administer projects. • Assist with TTPS, FTIP, CVAG, RCTC, SCAG, and related government agency projects • Other duties as assigned by the Director of Engineering/Public Works.

1. Plan Checking
The NAI team is experienced in reviewing plans and documents for improvements within the City's right of way, commercial developments, golf course projects, and subdivision improvements for conformance with local and applicable ordinances and standards. In general, plan checking will include the following:
o Check the design for conformance to:
• The Tentative Map
• Related Specific Plans
• General Plan Requirements
• City Ordinances
• Site Development Plan
• Conditions of Approval
• City and applicable standards
• The City's approved checklist
• Other Agencies' recommendations, such as RCFC, CVWD, and Caltrans. o Check for the accuracy of the design in conformance with the City's most current Plan Check List. o Check general mathematics and design criteria.
o Call out for redesign of any portion of the plans that:
• Will not function
• Is inconsistent with the approved Conditions of Approval or the Tentative Map • Will be potentially unsafe to the public
• Is impractical to construct
Water and sewer plans are checked by and processed through CVWD. However, we will review these plans as needed should they affect other improvements under our review, i.e., storm drain improvements.

All plans will be reviewed under the direct supervision of the designated Project Manager (a California Registered Engineer). A Registered Civil Engineer will be responsible for reviewing the overall design concept and any complex design features. All meetings with City Staff will be conducted by the Project Manager.

NAI has conducted numerous plan checks across a range of projects for various cities throughout the Coachella Valley.

Our team is well-versed in the implementation of new design submittal platforms, including Emergo and Tyler, and we are enthusiastic about leveraging these innovative technologies to enhance collaboration between design teams and reviewing agencies.

DESIGN ENGINEERING SERVICES
The following tasks detail our understanding and approach to a generic transportation project. This hypothetical scope of work program describes the effort needed to prepare construction documents, including final design plans, specifications, and construction cost estimates. NAI will always employ value engineering techniques to analyze design/construction alternatives that may improve the design or make the project more cost-efficient. 309
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The following tasks are ones that NAI can fulfill as the lead designer or as a project manager:

1. Project Coordination
To facilitate the review and approval process, we will collaborate closely with the key individuals at the City who are responsible for the review of specific elements of the project and will submit draft copies of significant work items before the milestone submittal date. This gives us a clear understanding of what the reviewers expect, and they have a preview of what will be submitted before the actual submittal is made. Our experience working on projects with City oversight has taught us the importance of maintaining accurate and detailed meeting minutes, decision logs, and action item lists during the project development process. Utilizing this technique documents decisions, ensures consistency in decisions, and provides a concise list of tasks to be accomplished by each participant and a specific schedule to complete the task.

We will hold a meeting with the City before beginning any significant work. The purpose of this meeting is to:
• Solicit input regarding the goals for the project desired by each agency • Agree on the intended scope of the project
• Agree on the basic design standards to be met
• Review the status of design and plan preparation for other street improvements or development projects near or adjacent to the proposed project site and obtain any mapping and design file information that may be available for these other projects

2. Review Existing Information
Once we have prepared the final scope documents and are issued a Notice to Proceed, we will begin the design phase of the project. This will consist of research and data collection, reviewing the documents provided by the City, coordination and investigation, field surveying, utility identification, and pavement evaluation.

We will prepare our preliminary plans based on information from our research, data collection, survey, and pavement testing. After 65% review and approval by the City, we will incorporate comments and begin work on the final PS&E.

3. Field Survey
NAI can obtain a surveyor or coordinate with one of the City's on-call surveyors. We will coordinate encroachment permits for surveys not within the City right-of-way.

In addition to cross-section surveys, the surveying task will locate all existing structures and improvements within and behind existing street right-of-way and adjoining streets in areas of the proposed improvements that may be pertinent to or in conflict with the proposed design and identify surface features that may not have been visible in aerial photographs. This may include structures, utility poles, fire hydrants, catch basins, signs, water valves, manholes, driveways, and walkways.

4. Utility Conflict Map/Utility Coordination
NAI will consult, coordinate, and perform related follow-ups with the affected utility companies regarding the specific project-imposed impact locations to identify design controls and considerations necessary for plan preparation and approvals. Requests for information will include requests for future utility projects that may be affected by the proposed improvements. We will keep the City informed of the contact with the utility companies. Plan submittals will be forwarded to the utility companies for verification of their facilities known by them. The existing franchise agreements with each affected utility will determine whether the plans indicate the necessary modifications/relocations to be performed as a part of the project or whether the utility company must perform and pay for its own work. This will be determined for each utility company and facility.

5. Right of Way and Permitting
If the project requires right of way, rights of entry, or encroachment permits, NAI can obtain a right of way consultant or surveyor as needed. Typical information and procedures may include recommendations for impacted areas, negotiated agreements, and coordination with the property owner or agency.

6. Geotechnical Information
If the project requires a geotechnical recommendation or street borings, NAI can obtain a Geotech as needed. Typical information and procedures may include recommendations for location of borings, review of draft recommendations, and coordination.

7. Environmental Documentation
If the project requires an Environmental Document, beyond a simplistic Categorical Exemption, NAI can obtain an Environmental Consultant as needed.
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8. Hydrology and/or Hydraulics
If the project requires a hydrology study and/or hydraulic calculations, NAI can obtain a firm to conduct the necessary information. Typical information and procedures may include recommendations for the area of impact, proposed and existing roadway profile, recommendations for the size of storm to calculate, and coordination.

9. Geometric Base Maps
This task will include developing plans showing proposed geometry and other pertinent alignment data of the proposed engineering, including typical sections, profiles, superelevations, proposed right-of-way limits, approximate wall locations, and additional clarifying information, as necessary. They will be generated using the project report geometric plans. The geometric base maps (GBM) will be submitted to the City for approval before proceeding with the final design. The GBM will form the basis for the final design's skeleton sheets.

After the base sheets are developed, we will perform a field review to document existing field conditions and determine where additional information or field data may be required to provide adequate information to complete the conceptual widening alternatives and confirm the location and type of utilities and other improvements.

10. Roadway Plans
NAI will prepare roadway design plans to satisfy the project requirements as follows:
• Street Widening – The plan set typically will include an alignment, profile, and widening details. Utility relocations will be identified, and drainage improvements will be included as required. In most cases, roadway widening occurs in areas with existing improvements within the City's right of way. NAI will design the improvements to minimize conflicts to the furthest extent possible and will provide positive drainage at all driveways within the right of way to the furthest extent possible. NAI will also design the profile to minimize the amount of existing pavement to be reconstructed.
• Pavement Rehabilitation and/or Reconstruction – The plan set typically will include a plan view of the streets with the limits of each type of rehabilitation or reconstruction method, i.e., crack fill, slurry seal, grind and overlay, etc. NAI can make recommendations on the type of pavement rehabilitation/reconstruction method, or we can prepare the plans based on the recommendation of a geotechnical report. The plans will show all valves and manholes in the pavement that the Contractor will need to raise/lower or cover to protect in place, depending on the rehabilitation method. For reconstruction projects, the plan set will include an alignment, profile, and reconstruction details. The profile may be omitted depending on whether the profile will be adjusted. If the profile is changing significantly, the plans will identify utility line conflicts. Where the City does not wish to reconstruct the pavement, a curb opening can be designed to prevent water from ponding at low spots. • Median Addition – The plan set will include an alignment and profile. The profile may be omitted depending on if positive drainage can be maintained along the alignment if placed at the existing elevation on the road.

Typically, this cannot be maintained at new left turn pockets since the curb is typically placed on the opposite side of the crown. Where landscaped medians are requested, NAI can contract with a Landscape Architect.

The plans will identify utility line conflicts.
• ADA Compliant Sidewalks and Access Ramps – The plan set will include the limits and special details where required to reconstruct or install an ADA compliant sidewalk. The scale to prepare sidewalk and access ramp plans is typically 1" =20' or 1" =10' depending on the length so that adequate detail can be shown. NAI will verify that the location where the sidewalk joins is ADA compliant. NAI will verify that the sidewalk can be constructed to ADA standards. If it cannot, special details such as short retaining walls will be designed. NAI will inspect each existing ramp to determine the most cost-efficient way to bring the ramp into compliance. For instance, if a curb ramp meets all standards except it does not have truncated domes. The curb ramp will be protected and domes will be added.

11. Traffic Plans
NAI is fully capable of preparing signing, striping, and traffic control plans for roadway projects we design. When needed, we can also coordinate directly with the City’s Traffic Engineer to ensure consistency with City standards.

For traffic signal work, NAI can prepare minor modification plans, such as adding pedestrian push buttons or relocating signal poles. For more complex signal modifications or new installations, NAI will coordinate with the City’s Traffic Engineer or engage a qualified Traffic Engineering consultant as appropriate.

12. Contract Specifications/Bid Documents
Project Specifications will conform to the requirements of the Standard Specifications for Public Works Construction, City, and Caltrans Standard Specifications as applicable.

NAI will use the City's boilerplate front-end documents and prepare final special provisions for items, details, materials, procedures, and other conditions not adequately covered by the City, Caltrans, or Public Works Standard Specifications.

A listing and copy of all standard plans required for the project will be provided in the appendix, and copies of any plans 311
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used that are not standard will also be included. After incorporating the first plan check comments, we will prepare final technical specifications and/or special provisions for the proposed construction work.

13. Construction Cost Estimates
NAI will prepare a preliminary estimate of probable construction costs for the project, including a proposed bid item list, estimated quantity, line-item cost estimates and estimate of construction working days for the improvements per City format. At the first plan check, NAI will develop a preliminary estimate of probable construction costs for comparison with previous project budget estimates.

After incorporating the first plan check comments, NAI will prepare the final estimate of probable construction costs for the project, including a proposed estimate of construction working days for the improvements per City format. NAI will refine the preliminary estimate and provide quantity take-offs with appropriate unit prices and extensions.

14. Quality Assurance/Quality Control
Quality Assurance / Quality Control is crucial to NAI's overall approach to managing and controlling the work. This helps ensure the City receives a successful project on time and within budget.

As part of the program, a competent designer will review the work provided by the project engineer. During this review, the checker will mark up the plans and discuss any proposed changes with the project engineer. Changes to the plans, specifications, and calculations are only made after the differences are reconciled.

15. Final PS&E Package
After incorporating review comments for the plans, specifications, and cost estimate, NAI will submit an electronic copy of all documents prepared for the project. At the request of the City, NAI will also submit bond hard copies of the final package.

16. Bid Support/Construction Support
The NAI team will perform support services to the City during the advertising, bidding, and construction of the project as requested. These services will include written interpretation and clarification regarding the intent of the plans, specifications, and special provisions. NAI will also provide a professional review of shop drawings and contractor submittals for conformance to the bid documents as well as provide recommendations on progress pay estimates and change requests. Upon completion of construction, NAI will perform a field review and include the contractor's as-built redlines and provide record drawings to the City.

PROJECT MANAGEMENT SERVICES

1. General Contract Management
As detailed in the requested services, NAI will actively manage the consultant contracts as assigned. This will include attending PDT meetings, reviewing schedules, approving consultant invoices, organizing project submittals, and maintaining project budgets. Without this active management, we have found that many contracts will stagnate as the consultants lose the direction of the project needs.

2. Coordination with Various Funding Partners
Administering regional, county, state, or federal funding begins with the grant application and does not end until the final report of expenditures is accepted, and final payment is received by the City. NAI has successfully delivered several hundred million dollars worth of projects partially funded with grant monies.

NAI's Project Team has a better-than-average understanding and working knowledge of the various grant requirements and/or procedures and stays current on the ever-changing environment. This knowledge and experience will ensure the successful delivery of capital projects that are partially funded with these restricted sources.

Our team knows that state and federal regulations extend beyond the life of a single project. Every year the City must submit updated DBE and ADA forms specifying how the local agency is planning to comply with these federal requirements throughout the year. The City must update its Quality Assurance Program (QAP) every five years to ensure that the construction material testing and certifications are kept current.

We know all of these ancillary state and federal requirements and will assist the City in maintaining good standing with Caltrans Local Assistance. We will be responsible for tracking and updating the DBE/ADA annual forms in accordance with LAPM Chapter 9, "Civil Rights and Disadvantaged Business Enterprises," and ensure the City's QAP complies with Caltrans procedures outlined in the Caltrans QAP Manual.

We also stay up to date on the latest changes from the Funding Partners and will work with the City on ensuring Staff receive the notices and can stay in compliance with any modifications.

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3. Coordination with Other Agencies and Stakeholders
As a representative of the City for each assigned project, NAI will maintain a positive relationship with other impacted agencies, stakeholders, and the public. This includes utility agencies, flood control districts, regulatory agencies, CVAG, and adjoining jurisdictions that share public improvements. As part of this ongoing coordination, NAI will hold stakeholder or public engagement meetings as necessary to ensure the project is well received and meets the expectations of everyone involved.

4. Prepare and Track Project Schedules
At the beginning of the fiscal year, the NAI Team will meet with city staff and assist in prioritizing the delivery of each project listed within the City's capital improvement program (CIP). NAI will prepare an overall critical path Gantt chart schedule, which clearly illustrates when objectives for each project will be accomplished and the time relationship with other projects. This timeline "plan" is invaluable in managing staff workload, designing consultant deliverables, and anticipating approvals by city management and elected policymakers.

5. Assistance During Bidding and Contractor Procurement This critical objective begins with preparing biddable specifications, constructible plans, and a realistic engineer's estimate (PS&E) package. The NAI Team is fully experienced with city procedures and will respond to contractor requests for information (RFI), prepare any necessary addenda(s) to the bid documents, prepare bid comparison summaries that compare the bids received to the engineer's estimate and/or each other, perform due diligence on the low bidder, and prepare a staff report with award findings and recommendations for consideration by the City Council.

6. Project Scoping
When a project scope is complete and thorough, it is a powerful tool that can be used for many documents, such as the CIP, staff reports, and funding applications. Typical items NAI prepares, or coordinates are as follows:
• Identify the project limits.
• Identify above-ground utilities and other obstructions. • Identify existing right of way using parcel maps or other maps as available. • Research record drawings from the City's database.
• Layout proposed improvements for quantities and other potential impacts (utilities and right of way). • Coordinate Preliminary Hydrology as needed.
• Coordinate a Traffic Study as needed - Typical information may include signal synchronization, signal optimization, interconnect, and coordination recommendations. • Prepare a detailed scope and assumptions.
• Prepare an engineer's estimate and add allowances for unknowns.

7. Consultant Procurement
The NAI Team has solid knowledge of the City's Consultant Selection Process for small and large projects. We will draft a comprehensive Request for Proposal (RFP) and/or Request for Qualifications (RFQ) that clearly defines the project scope and intent and identifies a critical path schedule or administrative issues. We will negotiate the consultant's scope of work, negotiate the suitable fee, prepare a professional consultant services agreement, and prepare a staff report with consultant selection findings and recommendations for consideration by the City Council.

8. Project Status Coordination
The NAI Team will provide project-specific input to the department's "Master Schedule," which provides a status of critical path project issues. We will be prepared to report all project matters related to budget, expected expenditures, and deliver a schedule in the Department monthly Master Schedule meeting or any necessary impromptu meeting. We will also prepare for and attend the bi-monthly meeting with the Finance Department staff.

9. Prepare staff reports for City Council consideration.

We understand that the City typically prepares the required staff reports. However, when requested, we will prepare the necessary staff reports to ensure the successful delivery of assigned capital projects. 313
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ADDITIONAL PROJECT MANAGEMENT SERVICES

1. Grant Applications
One quality that NAI provides above managing grant-funded projects is the ability to secure regional, state, or federal funding. Besides CVAG's well-known 75% project funding support for projects listed in the Transportation Project Prioritization Study (TPPS) report, there are numerous other grant opportunities that we will assist and manage in applying. As grant opportunities arise, we will work with the City to draft the application's language. We will prepare all information necessary for a successful application.

2. 5-Year Capital Improvement Program Updates
NAI Consulting understands that the City prepares the Capital Improvement Program (CIP); however, at the City's direction, NAI is ready, willing, and able to take the lead to prepare the CIP update yearly. We have prepared CIPs in the past and have an intimate knowledge of the process. We understand the impact of early and frequent coordination with the various departments in the City to ensure that all projects and funding sources are identified and that priority projects are fully scoped and ready for implementation. There are many moving parts when preparing a CIP, including ensuring that all funding is being allocated correctly and that, together with the CIP, Measure A and SB1 funds are reviewed, updated, and forecasted.
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Attachment “A”
Redline of Professional Services Agreement
A

3.2.11.2(F)
(F) Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right ofrecovery priorto a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants. Professional Liability is excluded from this section.

Comments: NAI is unable to waive rights of subrogation and cannot name the City as an additional insured under the Professional Liability Coverage. 315
Contact us
for further
inquiries
68-955 Adelina Road
Cathedral City, CA 92234
(760) 323-5344
www.naiconsulting.com
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On-Call Engineering Services
2025-RFP-211
Fee Proposal
68-955 Adelina Road
Cathedral City, CA 92234
(760) 323-5344
www.naiconsulting.com
317
Fee Proposal
Please provide a lump-sum, not-to-exceed complete fee proposal for the scope of Services. The fee proposal shall include hourly rates for all personnel for “Additional Work” (as such term is defined in the proposed Agreement attached herein).- Per Addendum 1, Dated 09/17/2025
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NAI Consulting, Inc.

Compensation for Services
Date: 10/09/2025
Contract No.: Project No.: Particpation Amount:

Prime Consultant Subconsultant 2nd Tier Subconsultant
Combined Rate Combined ICR
Fringe Benefit: 0% + Administrative Costs 112.23% = 112% Fee: = 23%
Job Title/ Name / Classification Actual or Avg. % or $
Straight OT (1.5x) OT(2x) From To Hourly Rate Increase
Principal Civil Engineer* $ 222.00 N/A N/A 1/1/2025 12/31/2025 $ 85.00 Not Applicable Principal Project Manager* $ 222.00 N/A N/A 1/1/2026 12/31/2026 0.0% - Joshua Nickerson $ 222.00 N/A N/A 1/1/2027 12/31/2027 0.0% - Lorissa Gruehl $ 222.00 N/A N/A 1/1/2028 12/31/2028 0.0% $ 222.00 N/A N/A 1/1/2029 12/31/2029 0.0%
Project Manager VI* $ 196.00 N/A N/A 1/1/2025 12/31/2025 $ 75.00 $70.00 - $80.00 Senior Engineer VI* $ 196.00 N/A N/A 1/1/2026 12/31/2026 0.0% $ 196.00 N/A N/A 1/1/2027 12/31/2027 0.0%
$ 196.00 N/A N/A 1/1/2028 12/31/2028 0.0%
$ 196.00 N/A N/A 1/1/2029 12/31/2029 0.0%
Project Manager V* $ 176.00 N/A N/A 1/1/2025 12/31/2025 $ 67.50 $65.00 - $70.00 Senior Engineer V* $ 176.00 N/A N/A 1/1/2026 12/31/2026 0.0% $ 176.00 N/A N/A 1/1/2027 12/31/2027 0.0%
$ 176.00 N/A N/A 1/1/2028 12/31/2028 0.0%
$ 176.00 N/A N/A 1/1/2029 12/31/2029 0.0%
Project Manager IV* $ 163.00 N/A N/A 1/1/2025 12/31/2025 $ 62.50 $60.00 - $65.00 Senior Engineer IV* $ 163.00 N/A N/A 1/1/2026 12/31/2026 0.0% $ 163.00 N/A N/A 1/1/2027 12/31/2027 0.0%
$ 163.00 N/A N/A 1/1/2028 12/31/2028 0.0%
$ 163.00 N/A N/A 1/1/2029 12/31/2029 0.0%
Project Manager III* $ 150.00 N/A N/A 1/1/2025 12/31/2025 $ 57.50 $55.00 - $60.00 Senior Engineer III* $ 150.00 N/A N/A 1/1/2026 12/31/2026 0.0% $ 150.00 N/A N/A 1/1/2027 12/31/2027 0.0%
$ 150.00 N/A N/A 1/1/2028 12/31/2028 0.0%
$ 150.00 N/A N/A 1/1/2029 12/31/2029 0.0%
TBD
Hourly Range - for
Classifications Only
Hourly Billing Rates Effective Date of Hourly Rate

TBD TBD

BILLING INFORMATION CALCULATION INFORMATION
Fee Schedule Page 1 of 3319
NAI Consulting, Inc.

Compensation for Services
Project Manager II* 137.00 $ N/A N/A 1/1/2025 12/31/2025 $ 52.50 $50.00 - $55.00 Senior Engineer II* 137.00 $ N/A N/A 1/1/2026 12/31/2026 0.0% $ N/A N/A 1/1/2027 12/31/2027 137.00 0.0%
$ N/A N/A 1/1/2028 12/31/2028 137.00 0.0%
$ N/A N/A 1/1/2029 12/31/2029 137.00 0.0%
Project Manager I* 132.00 $ N/A N/A 1/1/2025 12/31/2025 $ 50.48 $45.00 - $50.00 Senior Engineer I* 139.00 $ N/A N/A 1/1/2026 12/31/2026 5.0% $ N/A N/A 1/1/2027 12/31/2027 146.00 5.0%
$ N/A N/A 1/1/2028 12/31/2028 153.00 5.0%
$ N/A N/A 1/1/2029 12/31/2029 161.00 5.0%
Associate Project Manager II* 111.00 $ N/A N/A 1/1/2025 12/31/2025 $ 42.50 $40.00 - $45.00 Associate Engineer II* 117.00 $ N/A N/A 1/1/2026 12/31/2026 5.0% $ N/A N/A 1/1/2027 12/31/2027 123.00 5.0%
$ N/A N/A 1/1/2028 12/31/2028 129.00 5.0%
$ N/A N/A 1/1/2029 12/31/2029 135.00 5.0%
Associate Engineer I* 98.00 $ N/A N/A 1/1/2025 12/31/2025 $ 37.50 $35.00 - $40.00 Associate Project Manager I* 103.00 $ N/A N/A 1/1/2026 12/31/2026 5.0% $ N/A N/A 1/1/2027 12/31/2027 108.00 5.0%
$ N/A N/A 1/1/2028 12/31/2028 113.00 5.0%
$ N/A N/A 1/1/2029 12/31/2029 119.00 5.0%
Assistant Project Manager* 85.00 $ 127.50 $ 170.00 $ 1/1/2025 12/31/2025 $ 32.50 $30.00 - $35.00 Assistant Engineer 89.00 $ 133.50 $ 178.00 $ 1/1/2026 12/31/2026 5.0% Office Manager 93.00 $ 139.50 $ 186.00 $ 1/1/2027 12/31/2027 5.0% $ 147.00 98.00 $ 196.00 $ 1/1/2028 12/31/2028 5.0%
$ 154.50 103.00 $ 206.00 $ 1/1/2029 12/31/2029 5.0%
Administrative Support 70.00 $ 105.00 $ 140.00 $ 1/1/2025 12/31/2025 $ 27.00 $25.00 - $30.00 $ 111.00 74.00 $ 148.00 $ 1/1/2026 12/31/2026 5.0%
$ 117.00 78.00 $ 156.00 $ 1/1/2027 12/31/2027 5.0%
$ 123.00 82.00 $ 164.00 $ 1/1/2028 12/31/2028 5.0%
$ 129.00 86.00 $ 172.00 $ 1/1/2029 12/31/2029 5.0%
Administrative Assistant 59.00 $ 88.50 $ 118.00 $ 1/1/2025 12/31/2025 $ 22.50 $20.00 - $25.00 $ 93.00 62.00 $ 124.00 $ 1/1/2026 12/31/2026 5.0%
$ 97.50 65.00 $ 130.00 $ 1/1/2027 12/31/2027 5.0%
$ 102.00 68.00 $ 136.00 $ 1/1/2028 12/31/2028 5.0%
$ 106.50 71.00 $ 142.00 $ 1/1/2029 12/31/2029 5.0%
* Positions are exempt from Overtime Compensation
NOTES:

1. Key Personnel must be marked with an (*) and employees that are subject to prevailing wage requirements must be marked with two (**). All costs must comply with the Federal cost principles. Subconsultants will provide their own cost proposals.

2. The cost proposal format shall not be amended.

3. Billing Rate= actual hourly rate*(1+ICR)* (1+Fee). Indirect cost rates shall be updated on an annual basis in accordance with the consultant's annual accounting period and established by a cognizant agency or accepted by Caltrans. All costs must comply with the Federal cost princpes for reimbursement.

4. For named employees and key personnel enter the actual hourly rate. For classification only, enter the Average Hourly Rate for that classification.

Fee Schedule Page 2 of 3320
NAI Consulting, Inc.

Compensation for Services
Date: 10/09/2025
Contract No.: Project No.:

Prime Consultant Subconsultant 2nd Tier Subconsultant
Quantity Unit Cost
List services the consultant is providing unter the proposed contract:
** - Travel Less than 50 miles will not be billed. Travel over 50 miles will be billed at the federal standard milage rate. * Billed at Direct Cost
Project Management
Grant Administration
Professional Design Services

SCHEDULE OF OTHER DIRECT COST ITEMS
Total
At Actual
At Actual
At Actual
At Actual
At Actual
$ -
$ -
$ -
$ -
Subconsultant 1:

Subconsultant 2:

Subconsultant 3:

Subconsultant 4: $ -
Subconsultant 5:

Reprographics*
Travel > 50 Miles**
Permits / Fees*
Additional Insurance*
Description of Item
Postage*
Unit
Fee Schedule Page 3 of 3321
Contact us
for further
inquiries
68-955 Adelina Road
Cathedral City, CA 92234
(760) 323-5344
www.naiconsulting.com
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CITY OF PALM DESERT

PROFESSIONAL SERVICES AGREEMENT

1. Parties and Date. This Agreement is made and entered on January 8, 2026, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578 (“City”) and NAI CONSULTING, INC., an S Corporation, with its principal place of business at 68955 ADELINA ROAD, CATHEDRAL CITY, CA 92234 ("Consultant"). The City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."

1.1 City Council Approval.

On January 8, 2026, City Council approved the award of this Agreement to the Consultant above.

2. Recitals.

2.1 Project.

The City is a public agency of the State of California and is in need of professional services for the following project:

On-Call Engineering Project
(hereinafter referred to as “the Project”).

2.2 Consultant.

3. Terms.

3.1 Scope of Services and Term.

3.2 Responsibilities of Consultant.

3.2.1 Independent Contractor; Control and Payment of Subordinates. The 323
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Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Any personnel performing the Services shall not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, or any of its officials, officers, directors, employees, or agents shall have control over the conduct of Consultant or any of Consultants officers, employees or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to:
social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.

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

3.2.6 Consultant's Representative. Consultant hereby designates LORISSA GRUEHL, VICE PRESIDENT, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for 324
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all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the nonperforming Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the services, only to the extent such strikes and other organized labor action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics 325
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or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the services and Agreement.

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

Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement.
(D) Workers’ Compensation Insurance. Consultant shall
maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, volunteers, and representatives. (E) Umbrella or Excess Liability Insurance. Consultant
may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions:
(1) A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have
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applied proves to be uncollectible in whole or in part
for any reason;
(2) Pay on behalf of wording as opposed to
reimbursement;
(3) Concurrency of effective dates with primary
policies; and
(4) Policies shall “follow form” to the underlying primary policies.
(5) Insureds under primary policies shall also be
insureds under the umbrella or excess policies.
(F) Fidelity Coverage. Reserved.
(G) Cyber Liability Insurance. Reserved.

3.2.11.2 Other Provisions or Requirements.
(A) Proof of Insurance. Consultant shall provide
certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. (B) Duration of Coverage. Consultant shall procure and
maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants.
(C) Primary/Non-Contributing. Coverage provided by
Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
(D) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by 328
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Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement. (E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager. (F) Waiver of Subrogation. All insurance coverage
maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(G) Enforcement of Contract Provisions (non estoppel).

Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City 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 City.
(I) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, volunteers and representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies. 329
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(K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
(L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any crossliability exclusions. (M) Pass Through Clause. Consultant agrees to ensure
that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review. (N) City’s Right to Revise Specifications. The City and the City’s Risk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice.
(O) Self-Insured Retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that selfinsured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
(Q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services.

3.2.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water 330
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Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. Failure to comply with laws, regulations, and ordinances listed in this Section is a violation of federal and state law.

3.3 Fees and Payments.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City or included in Exhibit "C" of this Agreement.

3.3.5 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
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3.4 Labor Code Requirements.

3.5 Accounting Records.

3.5.1 Maintenance and Inspection. Consultant shall maintain complete 332
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and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.6 General Provisions.

3.6.1 Termination of Agreement.

The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.

3.6.1.5 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 333
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Consultant: NAI CONSULTING
68955 ADELINA ROAD
CATHEDRAL CITY, CA 92234
ATTN: JOSHUA NICKERSON, PRESIDENT
City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
ATTN: CHRIS GERRY, SENIOR PROJECT

3.6.3 Ownership of Materials and Confidentiality.

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

3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the 335
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City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend, and hold harmless the City, and its officers, directors, employees, agents, volunteers and representatives from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information.

3.6.5 [Reserved]

3.6.6 Indemnification.

3.6.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.
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3.6.7 Entire Agreement. This Agreement contains the entire agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements.

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

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

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

3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.

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

3.6.16 No Third-Party Beneficiaries. There are no intended third-party beneficiaries of any right or obligation assumed by the Parties. 337
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3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement.

Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

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

3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT

BY AND BETWEEN THE CITY OF PALM DESERT
AND NAI CONSULTING, INC.

IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.

CITY OF PALM DESERT
By:

Chris Escobedo
City Manager
Attest:

By:

Anthony J. Mejia
City Clerk
Approved as to form:

By:

Isra Shah
City Attorney
NAI CONSULTING, INC., AN S

CORPORATION
By:

Joshua Nickerson
President
By:

Lorissa Gruehl
Vice President
City Clerk QC: _____
Contracts QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
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9.15.25 EXHIBIT “A”

Other Professional Services
 Provide additional engineering services, as mutually agreed upon, to support evolving City priorities or operational needs.
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EXHIBIT "B"

SCHEDULE OF SERVICES
The schedule of services shall be provided on an on-call basis between January 8, 2026, and June 30, 2029.
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Exhibit “C”
EXHIBIT "C"

COMPENSATION
The total annual compensation shall not exceed One Million and 00/100 Dollars ($1,000,000.00) per fiscal year.
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Exhibit “C”
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Exhibit “C”
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Exhibit “D”
EXHIBIT “D”

TASK ORDER FORM SAMPLE
345
346

PROPOSAL
Submitted by NV5, Inc.
42829 Cook Street, Suite 104, Palm Desert, CA 92211
City of Palm Desert
On-Call Engineering Services
October 9, 2025

CITY OF

PALM DESERT
347
Jeffrey M. Cooper, PE
EVP, Chief Operating Officer
42829 Cook Street, Suite 104 | Palm Desert, CA 92211 | www.nv5.com | Office: 760.341.3101 | Fax: 760.469.4086

COMPANY INFORMATION/CONTACT
Name: NV5, Inc.

Address: 42829 Cook Street, Suite 104,
Palm Desert, CA 92211
Telephone Number: 760.341.3101
Email of Contact: [email protected]
PN: 2820225-0011365.00
October 9, 2025
City of Palm Desert
Attn: Melanie Slater
73510 Fred Waring Drive
Palm Desert, CA 92260
SUBJECT: On-Call Engineering Services
Dear Ms. Slater,
NV5, Inc. (NV5) is excited to have the opportunity to provide On-Call Engineering Services to the City of Palm Desert (City).

Established in 1949, NV5 is a trusted local partner with a strong presence in Southern California, where our team has long supported municipalities with responsive, hands-on engineering services. NV5’s strengths include the following:

Trusted Partner of the City: We bring a working knowledge of your staff, procedures, and operational environment, allowing us to deliver services that are both cost-effective and time-efficient. Our team has supported the City through a variety of engagements, including On-Call Surveying and Civil Engineering Plan Review Services, Tamarisk Utility Undergrounding support, and the Utility Undergrounding Master Plan Update. These efforts reflect our commitment to responsive service and our ability to integrate seamlessly with City processes.

Deep Coachella Valley Roots: As a firm with deep roots in the Coachella Valley, and a local office in Palm Desert, we have a solid understanding of the unique challenges and opportunities that the City faces. For over 45 years, we have been a trusted partner to Coachella Valley agencies, providing a range of engineering services that have contributed to the community’s infrastructure development and safety. For example, we currently provide/have provided engineering services for the Cities of Coachella, Indio, Indian Wells, La Quinta, Desert Hot Springs, Cathedral City, and Palm Springs.

Our team also has vast experience with different jurisdictions, such as Riverside County Flood Control.

Executive Summary of Approach: NV5 will deliver a full range of engineering services tailored to the City’s needs, including plan review and technical analysis, design and field support, project management, and on-call emergency services. Our approach emphasizes responsiveness, accuracy, and seamless integration with City processes, assurance timely reviews and clear communication. We utilize proven project management tools, quality assurance protocols, and advanced design technologies to maintain efficiency and consistency across all deliverables. With a focus on minimizing resubmittals and maintaining development momentum, our team is committed to supporting the City in achieving its infrastructure goals.

Proposed Team: NV5 offers the City a team of dedicated professionals with proven capability and expertise. We are proposing Tamara O’Neal, PE, as Project Manager. Ms. O’Neal brings more than 30 years of municipal engineering expertise, with a strong focus on capital improvement and development review projects. We are also proposing Tim Jonasson, PE, as Principal-In-Charge. Mr. Jonasson is a longtime resident of the City of La Quinta, and has over 34 years of experience in public works and municipal engineering. Mr. Jonasson brings deep knowledge of the Coachella Valley, having served as the City Engineer/Public Works Director for the City of La Quinta for 15 years and having led numerous capital improvement projects across the region, several of which were in coordination with the City. Mr.

Jonasson is familiar with the City and staff and will work seamlessly with both to provide high quality projects the City will be proud of.

Proposal Authorization and Validity: This proposal has been signed by Jeffrey M. Cooper, PE, and MaryJo O’Brien, two company officers authorized to bind the firm and negotiate Agreement terms and compensation.

NV5 looks forward to the opportunity to work with the City and help you achieve your goals and objectives. If you need further information, we may be reached by phone at (760) 341-3101, or electronically at [email protected] and [email protected]. Thank you for your time and consideration.

Sincerely,
NV5
MaryJo O’Brien
CAO
348
We maintain an extensive history of working with various local agencies. Throughout the course of completing myriad public works capital improvement projects, our team has demonstrated an unparalleled ability to work well with local agency staff, project stakeholders, engineers and contractors. We have successfully delivered projects in a timely and cost-effective manner, and we have acquired a keen understanding of local agency requirements, a critical element in the facilitation and resolution of project issues. We are excited about the opportunity to serve the City and are committed to establishing effective working relationships with your staff, relevant government agencies and project stakeholders.

With a demonstrated ability to address public concerns, we are experts in a broad range of governmental interface, public outreach and community involvement, and we are genuinely committed to public participation as a way of planning and completing projects. Our team routinely performs these services as part of our delivery of public works projects and regards them as a vital component to project success.

Firm Profile
NV5, Inc. has been providing engineering and consulting services to public and private sectors for more than 75 years, delivering solutions through six business verticals: Testing, Inspection and Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings and Program Management; and Geospatial Technology. With more than 100 offices nationwide and abroad, NV5 has access to over 5,000 employees in a variety of fields who help clients plan, design, build, test, certify and operate projects that improve the communities where we live and work.

Our Coachella Valley team specializes in the engineering design, construction management and inspection of capital improvement projects, including: streets, traffic systems, water and wastewater systems, drainage and flood control, parks and recreational facilities, vertical construction, and landscaping and grading. Our team includes licensed civil engineers, licensed contractors, construction managers, certified inspectors and experienced public works professionals. All team members have extensive experience working within the structure of municipal government and public construction policy and will seamlessly integrate with the City’s team.

Local Coachella Valley On-Call Experience
B. EXPERIENCE AND TECHNICAL COMPETENCE
City of Palm Desert | On-Call Engineering Services NV5 | 3 349 B. EXPERIENCE AND TECHNICAL COMPETENCE
Hacienda Avenue Spa Zone Street
Improvements
CITY OF DESERT HOT SPRINGS | DESERT HOT SPRINGS, CA
NV5 is providing engineering design services for the City’s Hacienda Avenue Spa Zone Street Improvements project. The improvement project extends from Tamar Drive to the city limits/Long Canyon Road. The purpose of the project is to provide pedestrian and bicycle safety infrastructure improvements. There are currently no bike lanes along this 1.9-mile segment of Hacienda Avenue. The project proposes to construct 10,341 feet of sidewalks, 9,450 square feet of safety medians, 42 ADA ramps, 8,528 feet of buffered bike lanes, 8,872 feet of standard Class II bike lanes, 99 streetlights, 17 crosswalks, and one intersection safety improvement. The scope of work includes utility coordination; topographic and right-of-way surveys and preparation of base maps, legal descriptions and plats; pavement investigation and recommendations; preparation of preliminary and final plans, specifications and estimates; environmental documentation; and bid and construction support.

DATES: 2023 - CURRENT
KEY SERVICES: CIVIL ENGINEERING DESIGN, ENVIRONMENTAL SERVICES, SURVEY REFERENCE: DANIEL PORRAS, PE, ASSISTANT CITY MANAGER/CITY ENGINEER, 760.329.6411, EXT. 109 References
Below is a sampling of recently completed projects that are similar in scope and function to the RFP.

Washington Street Sidewalk Improvements
& Avenue 50 Sidewalk Improvements
CITY OF LA QUINTA | LA QUINTA, CA
NV5 is providing engineering design services for the Washington Street Sidewalk Improvements and Avenue 50 Sidewalk
Improvements project. The improvements will enhance pedestrian accessibility, safety, and aesthetics while addressing critical structural and design challenges. The scope of work at the east side of Washington Street (Calle Tampico to bridge north of Avenida Ultimo) includes constructing a 5-foot curb-adjacent sidewalk that accommodates existing utilities and palm trees; replacing curb ramp for ADA compliance; assessing and addressing issues with retaining wall and garden wall and developing design solutions.

The work at the north side of Avenue 50 (Avenida Montero to Washington Street) includes constructing a 5-foot curbadjacent sidewalk; designing and incorporating a short retaining wall to protect the existing garden wall; specifying a key-stone block wall system for the retaining wall, assuring structural stability and aesthetic integration; and modification of the existing landscape and irrigation to incorporate the sidewalk and retaining wall. Services include meetings and coordination; obtaining and reviewing data; utility coordination; topographic survey, field review and base map; structural evaluation and repair strategies for existing wall; preliminary and final plans, specifications and estimates; bidding/ construction support services; and an optional wall investigation and repair recommendations if the City chooses.

DATES: 2025 - CURRENT
KEY SERVICES: CIVIL ENGINEERING DESIGN, SURVEY
REFERENCE: BRYAN MCKINNEY, PUBLIC WORKS DIRECTOR/CITY ENGINEER, 760.777.7045 City of Palm Desert | On-Call Engineering Services NV5 | 4 350 B. EXPERIENCE AND TECHNICAL COMPETENCE
Grapefruit Boulevard Urban Greening &
Connectivity
CITY OF COACHELLA | COACHELLA, CA
NV5 provided civil engineering, survey, utility relocation coordination, and landscape architecture for the Grapefruit Boulevard Urban Greening and Connectivity project for the City of Coachella from Leoco Lane to 9th Street in the downtown area of Coachella. The project included street improvements, widening and rehabilitation of a portion of the street, tying into existing improvements, and adding a median, bioswale system, bicycle trail, and pedestrian paths and walkways, as well as landscaping improvements. This project design was submitted on time and within budget.

DATES: 2019 - 2022
KEY SERVICES: CIVIL ENGINEERING DESIGN, SURVEY, LANDSCAPE ARCHITECTURE, UTILITY COORDINATION REFERENCE: ANDREW SIMMONS, CITY ENGINEER, 760.398.5744
Project Phoenix
CITY OF TWENTYNINE PALMS | TWENTYNINE PALMS, CA
NV5 provided civil design and survey for the downtown redevelopment project in Twentynine Palms called Project Phoenix.

The project includes approximately 10 acres south of Highway 62 between Tamarisk Avenue and Cholla Avenue in the downtown area. The development plan includes a multi-purpose community center, a housing facility, public parking lots, associated paseos, plaza, roadways, street improvements, sewer and water improvements, utility undergrounding, landscaping, and lighting improvements. Our scope of work included providing aerial topography using our Unmanned Aerial Vehicle (UAV), base mapping, detailed cross-sections, planning and vision development, geotechnical investigation, utility coordination for undergrounding existing utilities, sewer design, wastewater treatment system, street design, preliminary signal design, grading and paving design as well as project management and coordination.

NV5 provided coordination with Southern California Edison, Frontier, Spectrum, Caltrans, Southern California Gas Company, San Bernardino County Fire Department, Twentynine Palms Water District, the Colorado Regional Water Quality Control Board as well as the City and their consultants. NV5 also prepared a Tentative Parcel Map and prepared right-ofway legal documents as part of this project.

DATES: 2018 - 2023
KEY SERVICES: CIVIL ENGINEERING DESIGN, SURVEY, UTILITY COORDINATION, LANDSCAPE ARCHITECTURE, PROJECT MANAGEMENT &

COORDINATION, GEOTECHNICAL INVESTIGATION
REFERENCE: FRANK LUCKINO, FORMER CITY MANAGER (NOW AT YUCCA VALLEY), 760.228.1121 City of Palm Desert | On-Call Engineering Services NV5 | 5 351 B. EXPERIENCE AND TECHNICAL COMPETENCE
Cherry Avenue & Other Roads, Fontana Area
COUNTY OF SAN BERNARDINO | SAN BERNARDINO, CA
NV5 provided engineering design and surveying services for a pavement rehabilitation project covering approximately 14.72 miles of Cherry Avenue and surrounding roads in Fontana, including ADA ramp replacements at 42 locations. Their work included preparing final plans, specifications, and cost estimates; reviewing topographic data to ensure proper ramp drainage; addressing localized drainage issues; preparing legal descriptions and plats; coordinating utilities; developing traffic signing, striping, and pedestrian traffic plans; and supporting environmental services.

DATES: 2022 - 2024
KEY SERVICES: CIVIL ENGINEERING DESIGN, DRAINAGE, UTILITY

COORDINATION, TRAFFIC SERVICES, ENVIRONMENTAL SERVICES
REFERENCE: THOMAS A. BUSTAMONTE, SUPERVISING ENGINEER,
909.387.7922
Phelan Road in the Phelan Area
COUNTY OF SAN BERNARDINO | SAN BERNARDINO, CA
NV5 is providing engineering design services for the Phelan Road project, including pavement rehabilitation and reconstruction from State Route 138 to Los Banos Avenue. The scope includes new or upgraded ADA ramps at 19 locations, a new traffic signal at Clovis Road, utility coordination, environmental support, and full PS&E development. NV5 is also supporting advertising, bidding, and construction to ensure smooth project delivery.

DATES: 2022 - CURRENT
KEY SERVICES: CIVIL ENGINEERING DESIGN, TRAFFIC SERVICES, UTILITY

COORDINATION, ENVIRONMENTAL SERVICES
REFERENCE: THOMAS A. BUSTAMONTE, SUPERVISING ENGINEER,
909.387.7922
Reche Canyon Road & Other Roads, Colton
Area
COUNTY OF SAN BERNARDINO | SAN BERNARDINO, CA
NV5 is providing engineering design services for a 7.13-mile pavement rehabilitation project along Reche Canyon Road and nearby roads in Colton, including the design of new or replacement ADA ramps at 10 locations. Their scope includes preparing preliminary and final plans, specifications, and cost estimates; legal descriptions and plats; utility coordination; traffic signing, striping, and pedestrian traffic plans; and environmental services support.

DATES: 2022 - 2023
KEY SERVICES: CIVIL ENGINEERING DESIGN, UTILITY COORDINATION,

TRAFFIC SERVICES, ENVIRONMENTAL SERVICES
REFERENCE: THOMAS A. BUSTAMONTE, SUPERVISING ENGINEER,
City of Palm Desert | On-Call Engineering Services NV5 | 6 352 B. EXPERIENCE AND TECHNICAL COMPETENCE
Murrieta Road Bridge over Salt Creek
CITY OF MENIFEE | MENIFEE, CA
NV5 is providing engineering design services for the Murrieta Road Bridge Over Salt Creek project. The project will increase traffic capacity traveling north/south along Murrieta Road connecting to Valley Boulevard and improve drainage, as this area frequently experiences flooding during heavy rain. The project is located along Murrieta Road between Park City Avenue and Camino Del Sol Norte and consists of the construction of roadway (widening) and a bridge spanning the length of Salt Creek, approximately 470 feet. The bridge will consist of a 4-lane span with pedestrian sidewalks and a signalized trail crossing. This project will investigate the horizontal and vertical alignment to meet 100-year flood limits.

Services include project management, topographic survey, geotechnical evaluation and report, environmental document preparation, utility coordination, and preparation of final plans, specifications and estimate, and bidding and construction support.

DATES: 2022 - CURRENT
KEY SERVICES: CIVIL ENGINEERING DESIGN, DRAINAGE, PROJECT MANAGEMENT, SURVEY, GEOTECHNICAL SERVICES,

ENVIRONMENTAL SERVICES, UTILITY COORDINATION
REFERENCE: JOSE GOMEZ, 619.476.2301
Street Improvements Deisgn for Residential
Streets South of Florence Avenue (Triangle)
CITY OF SANTA FE SPRINGS | SANTA FE SPRINGS, CA
NV5 provided engineering design and surveying services for the preparation of plans, specifications and cost estimates for residential street segments. The scope of work consisted of pavement improvements, including grind and overlay using Fiber Reinforced Asphalt Concrete (FRAC), slurry seal with fiber reinforcements, curb and gutter, sidewalks, driveway approaches and curb ramp improvements.

DATES: 2022
KEY SERVICES: CIVIL ENGINEERING DESIGN AND SURVEY
REFERENCE: ROBERT GARCIA, PUBLIC WORKS CIP MANAGER,
562.868.0511, EXT. 7545
Lake Drive Storm Drain Replacement
CITY OF ENCINITAS | ENCINITAS, CA
NV5 is providing engineering design services for the Lake Drive Storm Drain Replacement Project, which involves the replacement of approximately 2,000 feet of failed 48-inch corrugated metal pipe (CMP) with new reinforced concrete pipe (RCP). NV5 recommended that a new detention basin be constructed to attenuate the peak flows through the canyon. During the design period, due to significant and unusual regional rainfall events, a large sinkhole developed at the top of the project limits, eventually affecting a portion of the roadway and local utilities, prompting an emergency response by the City. NV5 worked closely with the City and the emergency construction crews to produce an emergency “interim” design to collect and convey the drainage. At the same time, the failed slope and adjacent roadway were reconstructed.

DATES: 2021 - CURRENT
KEY SERVICES: CIVIL ENGINEERING DESIGN, DRAINAGE
REFERENCE: MATT WIDELSKI, PRINCIPAL ENGINEER, 760.633.2777 City of Palm Desert | On-Call Engineering Services NV5 | 7 353 B. EXPERIENCE AND TECHNICAL COMPETENCE
City Hall & Police Station HVAC System Replacement and Solar Energy Project CITY OF PLACENTIA | PLACENTIA, CA
NV5 is providing engineering services to review and analyze the City’s energy consumption at City Hall and the Police Station, including existing HVAC and associated mechanical equipment. We will provide recommended improvements to optimize energy efficiency and cost savings as well as climate control within the building, and provide engineered improvement plans and technical specifications for the replacement of the existing HVAC system at the two facilities, along with the installation of a new solar and battery energy system to power the building. NV5 is also preparing civil plans, specifically for the locations designated for the electric vehicle charging stations in the Civic Center parking lot and Police Station parking lot, including paving plans, striping plans, and utility trenching details.

DATES: 2024 - 2025
KEY SERVICES: CIVIL ENGINEERING DESIGN, FACILITIES IMPROVEMENTS, TRAFFIC SERVICES, UTILITY COORDINATION REFERENCE: CHRIS TANIO, DEPUTY DIRECTOR OF PUBLIC WORKS/CITY ENGINEER, 714.993.8132 Indian Canyon Drive Sewer Project
CITY OF PALM SPRINGS | PALM SPRINGS, CA
NV5 is providing construction management and inspection services for the Indian Canyon Drive Sewer Project. The project will install 8,875 feet of 10-inch PVC sewer pipeline on North Indian Canyon Drive. Twenty-four manholes will be constructed along the route. Microtunneling will be used for 1,200 feet, and the remaining 7,675 feet will be installed via open-cut trenching. Installation involves excavation, pipe laying, backfilling, surface restoration, and manhole construction using precast or cast-in-place structures.

DATES: 2025 - CURRENT
KEY SERVICES: CONSTRUCTION MANAGEMENT & INSPECTION
REFERENCE: JUAN SEGOVIANO, SENIOR CIVIL ENGINEER, 760.323.8523 Septic-to-Sewer Project, Phase II
HI-DESERT WATER DISTRICT | YUCCA VALLEY, CA
NV5 is serving as the Owner’s Representative and providing Construction Management services for Phase II of the District’s Septic-to-Sewer project in Yucca Valley. Identified by the Regional Water Quality Control Board as a priority area, the Town is transitioning from septic systems to a centralized wastewater system. Following Phase I, which established the initial collection and treatment infrastructure, Phase II will expand the system to serve approximately 1,900 parcels with 170,000 feet of gravity pipelines. NV5’s role includes project management, funding support, procurement assistance for the progressive design-build team, peer review, technical oversight, and construction inspection. The project, with an estimated construction cost over $64M, is expected to be completed by the end of 2025.

DATES: 2023 - CURRENT
KEY SERVICES: CONSTRUCTION MANAGEMENT & INSPECTION
REFERENCE: TONY CULVER, GENERAL MANAGER, 760.365.8152
Margarita Recreation Center
CITY OF TEMECULA | TEMECULA, CA
NV5 provided Owner’s Representative services for the Design-Build reconstruction of the Margarita Recreation Center, replacing the existing facility with a new 8,500-square-foot building and 25-yard outdoor pool. The upgraded center features a zero-depth, warm water, wheelchair-accessible six-lane pool, dance/fitness studio, classroom, and multipurpose room. NV5’s comprehensive support included engineering, geotechnical design, project and construction management, inspections, testing, and surveying. In collaboration with City staff, NV5 prepared bridging documents and the DB Request for Proposal, supported contract advertising and award, and ensured design compliance. The bridging documents included schematic designs, technical specifications, cost estimates, and a full CPM schedule. NV5 also helped the City develop policies and procedures for all DB phases.

DATES: 2019 - 2024
KEY SERVICES: CONSTRUCTION MANAGEMENT & INSPECTION, CIVIL DESIGN ENGINEERING, SURVEY, ENVIRONMENTAL REFERENCE: NINO ABAD, PE, ASSOCIATE CIVIL ENGINEER, 951.308.6385 City of Palm Desert | On-Call Engineering Services NV5 | 8 354 B. EXPERIENCE AND TECHNICAL COMPETENCE
On-Call Engineering Services
CITY OF CHULA VISTA | CHULA VISTA, CA
NV5 provided on-call engineering services for the City of Chula Vista for the following projects:
• Heritage Road Drainage and Water Quality Design Services: NV5 worked closely with the City to provide drainage and water quality design for roadway improvements to Heritage Road and Main Street. NV5’s services included full PS&E for approximately 6,500 feet of roadway improvements. Drainage design services included preparing a hydrology and hydraulics study, design of drainage structures and conduits, coordination with City staff on the street improvement plans, and close coordination with design of water quality structural treatment devices. NV5 engineers were also responsible for preparing the project’s Stormwater Quality Management Plan, which included 6 Modular Wetland Systems for water quality treatment along the roads and preparation of a Stormwater Pollution Prevention Plan (SWPPP) in accordance with the 2022 SWRCB Construction General Permit (CGP). • Heritage Road Bridge Replacement Drainage Design and Water Quality Design: NV5 staff provided design of drainage facilities for the Heritage Road Bridge Replacement Project. Work included preparing a hydrology and hydraulics study, design of drainage structures and conduits, coordination with City staff on the street improvement plans. NV5 engineers also provided full water quality documentation including DMA maps and related calculations to facilitate compliance with water quality regulations for the bridge project, which was directly adjacent to the highly sensitive Otay River. Efforts included coordination of stormwater flows, sizing and calculations with the manufacturer of the City’s preferred water quality treatment device. • Discovery Park Rehabilitation Improvements: NV5 prepared project drawings and specifications for the bidding of surface repairs and improvements at Discovery Park. The scope of repairs included asphalt pavement and cross gutter repairs as well as new curb ramps, sidewalks, ADA-compliant park furniture, and related surface improvements. Under a separate effort, NV5 prepared plans and project specifications for the replacement of the tile roofs at the restroom and snack bar facilities.
• Rohr Park Basketball Court Replacement: NV5 prepared plans and project specifications for the basketball court replacement project at Rohr Park. Plans included demolition and replacement of the basketball court and installation of four new basketball courts with the City logo incorporated into the court markings. The project also included an upgraded ADA-compliant bench and bleacher seating, concrete sidewalk improvements and ADA-accessible picnic tables adjacent to the new basketball courts.
• Civic Center Complex, Boys and Girls Club, and Library Roof Improvements: NV5 prepared plans, specifications, and estimates for the bidding of the roof replacement project at the Civic Center and Library facilities as well as the Chula Vista Boys and Girls Club. Consideration was given to public safety and for the concurrent photovoltaic system installation.

DATES: 2018 - 2022
KEY SERVICES: CIVIL ENGINEERING DESIGN, FACILITIES IMPROVEMENTS, HYDROLOGY & HYDRAULICS, ADA IMPROVEMENTS REFERENCE: KALANI CAMACHO, PUBLIC WORKS OPERATIONS SUPERINTENDENT, 619.691.5044 Safe Routes to School Improvements
CITY OF ENCINITAS | ENCINITAS, CA
NV5 partnered with the City of Encinitas on three Safe Routes to School projects to enhance pedestrian safety near local schools. At Starlight Drive, NV5 evaluated a 350-foot decomposed granite trail within an Irrevocable Offer of Dedication (IOD), including survey work and design for an automated pedestrian gate to improve access to Encinitas Community Park.

On Mackinnon Avenue, NV5 designed 125 feet of new sidewalk through a landscaped median, adding pedestrian ramps, bulb-outs, enhanced crosswalks, and flashing beacons. Along Montgomery Avenue, NV5 prepared design documents for new curb, gutter, and sidewalk improvements on Birmingham Drive and Rossini Drive, featuring crosswalks, curb ramps, and beacons to support safe travel for students and families.

DATES: 2016 - CURRENT
KEY SERVICES: CIVIL ENGINEERING DESIGN, ADA IMPROVEMENTS, SURVEY, LANDSCAPE ARCHITECTURE REFERENCE: MATT WIDELSKI, PE, QSD, SENIOR ENGINEER, 760.633.2777 City of Palm Desert | On-Call Engineering Services NV5 | 9 355 B. EXPERIENCE AND TECHNICAL COMPETENCE
On-Call Inspection, Plan/Map Check and Stormwater Management Services CITY OF BEAUMONT | BEAUMONT, CA
NV5 provides comprehensive review and inspection services for private and public development projects on behalf of the City, including Tract Maps, Parcel Maps, Lot Line Adjustments, and Certificates of Correction, while fulfilling City Surveyor duties by signing and sealing required documents. We review a wide range of development applications, from large, multiphase residential projects to floodplain and bridge structural evaluations, assuring all plans and technical reports meet City standards, industry design procedures, permit requirements, and development conditions. This includes grading, erosion-control, sewer, storm drain, hydrology, water quality, geotechnical, and structural documentation. NV5 also supports stormwater management for construction, MS4, and Industrial permits, assisted with a recent RWQCB audit, and represents the City at regional TAC meetings. We’ve developed enforcement tools, conducted site inspections, and authored stormwater guidance documents including the Local Implementation Plan (LIP) and annual progress report.

DATES: 2016 - CURRENT
KEY SERVICES: PLAN REVIEW, INSPECTION, STORMWATER SUPPORT REFERENCE: ROBERT VESTAL, DIRECTOR OF PUBLIC WORKS, 951.769.8522 On-Call Surveying and Civil Engineering Plan Review Services CITY OF PALM DESERT | PALM DESERT, CA
NV5 provided as-needed survey and engineering plan review services for the City of Palm Desert. Services included:
reviewing location of property lines, boundaries, easements, and right-of-way; collaborating and conferring with developers, engineers, and contractors related to the development of City projects; and reviewing and providing comments for various engineering plans such as street improvement plans, storm drain plans, grading plans, Water Quality Management Plans (WQMP), and hydrology reports.

DATES: 2022 - 2023
KEY SERVICES: PLAN REVIEW
REFERENCE: RYAN GAYLER, CAPITAL PROJECTS MANAGER, 760.346.0611, EXT. 393 Citywide Plan Check Services
CITY OF DESERT HOT SPRINGS | DESERT HOT SPRINGS, CA
NV5 is providing the City with as-needed plan check services for the review of public and private development projects.

Services include the review of grading and improvement plans, hydrology and hydraulic reports, geotechnical reports, water quality treatment and erosion control, title documents and review against project conditions of approval for residential, commercial and industrial development applications.

DATES: 2022 - CURRENT
KEY SERVICES: PLAN REVIEW
REFERENCE: DANIEL PORRAS, ASSISTANT CITY MANAGER/CITY ENGINEER, 760.329.6411, EXT. 109* NV5 goes above and beyond to help their clients. Whether it be questions about a plan check, or questions in general about a policy or procedure, NV5 has always been available to help the City.

They meet all their deadlines and do a very thorough job throughout the plan check process. They make themselves available when meetings are necessary and do a great job of communicating issues or concerns. NV5 has become a part of our team and we know that we are in good hands. - Jileen Farris, former City Engineer of Desert Hot Springs (Current Direcor or Public Works, City of Hemet)

CLIENT TESTIMONIAL
City of Palm Desert | On-Call Engineering Services NV5 | 10 356 B. EXPERIENCE AND TECHNICAL COMPETENCE
Project Management/Staff Augmentation Services
CITY OF RANCHO MIRAGE | RANCHO MIRAGE, CA
NV5 provided Staff Augmentation services to the City of Rancho Mirage, serving in the role of Contract City Engineer. In this capacity, NV5 was responsible for overseeing private development and capital project approvals, as well as updating current development and city standards. This support helped ensure consistency with municipal goals and facilitated efficient coordination between city departments and external stakeholders.

DATES: 2025
KEY SERVICES: STAFF AUGMENTATION, PROJECT MANAGEMENT
REFERENCE: RYAN STENDELL, ASSISTANT CITY MANAGER, 760.770.3224, EXT. 254 On-Call Hydrology, Hydraulic, and WQMP Preparation and Plan Checks CITY OF HEMET | HEMET, CA
NV5 is contracted with the City to provide preliminary and final hydrology, hydraulic and WQMP plan check services, storm drain/drainage facility design and plan preparation for capital improvement projects, and other services related to hydrology, hydraulics, and water quality.

DATES: 2024 - CURRENT
KEY SERVICES: PLAN REVIEW, HYDROLOGY & HYDRAULICS, DRAINAGE REFERENCE: JILLEEN FERRIS, P.E.,DEPUTY PUBLIC WORKS DIRECTOR/ASSISTANT CITY ENGINEER, 951-765-2360 On-Call Surveying Services
CITY OF LA QUINTA | LA QUINTA, CA
NV5 is providing on-call services to the City of La Quinta as requested by the Public Works Department. These services include construction staking for several key projects such as the Jefferson Street/Avenue 53 Roundabout, SilverRock Park Venue Site, Washington Street at Fred Waring Triple Left Turn, SilverRock Way, the West Parking Lot of the La Quinta Library, Fritz Burns Park, and the Pickleball Courts at Fritz Burns Park. Surveying efforts include a boundary, topographic, and ALTA survey for Hwy. 111 APN 600-390-024; topographic surveys of the La Quinta Library and the Art Park of the Desert at Avenida Montezuma; and street cross sections on Monroe Street at Mountain View Lane and Lot A of the Desert Club Tract Unit 1. Additional services include UAV mapping for the SilverRock Golf Course, legal descriptions and plats for the All American Canal through the SilverRock development, a tie-out of existing monuments at Avenue 52 and Jefferson Street, and a lot line adjustment for the General Telephone site. ] DATES: 2016 - CURRENT
KEY SERVICES: SURVEY
REFERENCE: BRYAN MCKINNEY, PUBLIC WORKS DIRECTOR/CITY ENGINEER, 760.777.7045 Professional is the single word to describe NV5 as an engineering service provider. They have succeeded in delivering their service on time, on schedule, and within budget on a consistent basis. It is this type of reliable service that the County has come to rely on when projects are sent to NV5 for plan review. Their track record is why I highly recommend the services of NV5 for your professional civil, building plan review, and inspection needs.
- Greg Griffith,
Supervising Building & Safety Engineer,
County of San Bernardino

CLIENT TESTIMONIAL
City of Palm Desert | On-Call Engineering Services NV5 | 11 357 C. FIRM STAFFING AND PERSONNEL
NAME/ROLE YEARS EDUCATION, CERTIFICATIONS + LICENSES
Tim Jonasson, PE
Principal-in-Charge 34
Masters, Business Administration,
B.S. Civil Engineering,
Civil Engineer (CA) No. 45843
Tamara O’Neal, PE
Project Manager 30 B.S. Civil Engineering,Civil Engineer (CA) No. 69107 David Nikafs, PE
Design & Field Support/Plan Review &
Technical Analysis
30 M.S. Civil Engineering,
B.S. Civil Engineering,
Civil Engineer (CA) No. 42697
Vickie l. Bridenstine, PE, LEED AP
Design & Field Support/Plan Review &
Technical Analysis
42 B.S. Geotechnical Engineering,
Civil Engineer (CA) No. 57142
Andrea Thomas, PE
Design & Field Support/Plan
Review & Technical Analysis/Project
Management & Coordination
23 M.S. Structural Engineering,
B.S. Civil Engineering,
Civil Engineer (CA) No. 68926
Padma Asam, PE, QSD/P, ENV SP,

LEED AP
Design & Field Support/Plan
Review & Technical Analysis/Project
Management & Coordination
17 M.S. Structural Engineering,
B.S. Civil Engineering,
Civil Engineer (CA) No. 83896
Jay Fahrion, PLS
Design & Field Support 43 Professional Land Surveyor (CA) No. 8207 Doug Boyle, PLS
Design & Field Support 39 A.A. Drafting Technology,Professional Land Surveyor (CA) No. 8340 Brian Wiese, PE
Design & Field Support 17 B.S. Civil Engineering,Civil Engineer (CA) No. 80674 Scott Woody, CBO, CASp, DBIA, CMLean, LEED AP
Design & Field Support
27 B.A. Architecture,
Licensed Architect (CA) No. C28253,
Certified Access Specialist, No. 004,
DBIA Professional, D346,
LEED Accredited Professional
Mike Smyth, RLA, ASLA
Design & Field Support 39 B.S. Landscape Architecture,Registered Landscape Architect (CA) No. 3231 Jon Champlin, RLA, ASLA
Design & Field Support 17 M.A. Landscape Architecture,Registered Landscape Architect Jon Chu, PE, ME
Design & Field Support 25 B.S. Mechanical Engineering,Mechanical Engineer (CA) No. 88781 Darcy Diaz, PE, EE
Design & Field Support 11 B.S. Electrical Engineering,Electrical Engineer (CA) No. 81978 Key Personnel Qualifications
Below is a list of proposed key personnel and their qualifications. NV5 has a deep bench of over 5,000 qualified personnel that can be provided to the City as-needed.

City of Palm Desert | On-Call Engineering Services NV5 | 12 358 C. FIRM STAFFING AND PERSONNEL
NAME/ROLE YEARS EDUCATION, CERTIFICATIONS + LICENSES
Alan Vallow, EE
Design & Field Support 5
M.B.A., Emphasis in Organizational Behavior,
M.S. Electrical Engineering,
B.S. Electrical Engineering, Minor in Economics,
Electrical Engineer (CA) No. 12618
Luanne Bean, PE
Design & Field Support/On-Call &
Emergency Support
35 M.S. Civil Engineering,
B.S. Civil Engineering,
Civil Engineer (CA) No. 50129
India Allen, CCM
Design & Field Support/ On-Call &
Emergency Support
9 M.S. Civil Engineering (Coastal Engineering),
B.S. Civil Engineering,
Certified Construction Manager (CCM), No. 43234,
Metrolink Railroad Safety Contractor Safety Trained, No. 26471E22 Mike Helma, LEED AP
Design & Field Support 30 B.S. Civil Engineering,LEED Accredited Professional James Miller, PE
Plan Review & Technical Analysis 20 B.S. Civil Engineering,Civil Engineer (CA) No. 82522 Jennifer Peterson, PE, CFM, QSD/P,

CPESC, LEED AP
Plan Review & Technical Analysis
28 B.S. Civil Engineering,
Civil Engineer (CA) No. 67821
Matthew Moore, PE, ENV SP, QSD/P,
TOR
Plan Review & Technical Analysis
28 M.S. Civil Engineering,
B.S. Civil Engineering,
Civil Engineer (CA) No. 56780
Gregg Butsko
Plan Review & Technical Analysis 36 Business Administration Degree Eric Rodriguez, PE, SE
Plan Review & Technical Analysis 25
B.S. Civil Engineering,
Civil Engineer (CA) No. 59757,
Civil Engineer (CO) No. 64000,
Structural Engineer (CA) No. 4617
Y. Clark Shen, PE, SE
Plan Review & Technical Analysis 55
M.S. Civil Engineering,
B.S. Civil Engineering,
Civil Engineer (CA) No. 24054,
Structural Engineer (CA) No. 2177
Jenny Van Truong, PE
Plan Review & Technical Analysis 12
M.S. Civil Engineering with Structural Engineering,
B.S. Civil Engineering, magna cum laude,
Civil Engineer (CA) No. 88402
Cecile Felsher, CIH
Plan Review & Technical Analysis 17
M.S. Mechanical Engineering,
B.S. Mechanical Engineering,
Certified Industrial Hygienist (CIH), No. 11627, American Board of Industrial Hygiene,
Certified Safety Professional, American Board of Certified Safety Professionals
Michael Rocco
Project Management & Coordination 22
AutoCAD University,
NV5 Project Manager Course,
CADD Drafting & Technical Drawing Certificates
Key Personnel Qualifications (Continued)
City of Palm Desert | On-Call Engineering Services NV5 | 13 359 C. FIRM STAFFING AND PERSONNEL
NAME/ROLE YEARS EDUCATION, CERTIFICATIONS + LICENSES
Carl Henderson, Ph.D., PE, GE
Optional Complimentary Services 26
Ph.D. Civil Engineering,
M.S. Civil Engineering (Geotechnical),
B.S. Civil Engineering,
Geotechnical Engineer (CA) No. 2886,
Civil Engineer (CA) No. 71115
A. Shafiq Popalzai, PE
Optional Complimentary Services 21
M.S. Geotechnical Engineering,
B.S. Civil Engineering,
Civil Engineer (CA) No. 77336
Tam Dan L. Vo
Optional Complimentary Services 9 B.S. Earth & Environmental Sciences Ryan Zellers, PE, TE
Traffic Consulting (ZONE) 27
B.S. Civil Engineering,
Civil Engineer (CA) No. 69470,
Traffic Engineer (CA) No. 2418
Key Personnel Qualifications (Continued)
Subcontractors
Below is a list of the proposed subconsultants, including the services they are proposed to perform.

ZONE Traffic Engineering Consulting (ZONE) is a certified small, disabled veteran-owned business formed in 2024. Its founders bring over 25 years of transportation engineering experience, enhancing infrastructure throughout the Southern California region and beyond. Its projects include complete streets, accessibility, and mobility improvements – applying civil and traffic engineering skillsets to deliver feasible and context-appropriate solutions.

ZONE’s work typically begins at the planning stage, helping clients identify the root of transportation issues and helping determine effective resolutions. It conceptualizes transportation spaces that bring balance, accessibility, and utility to the community it serves. Its staff has stood with agency clients to help dialogue with the public, explaining efficacy, weighing benefits and effects of potential treatments, and finding common ground to advance transportation safety and mobility goals. It is able to take these ideas to final design, using the experience in constructability practices and necessary guidelines to prepare project plans, specifications, and estimates.

Beyond providing its services and staying attuned to client needs, ZONE also prides itself on its three pillars of professionalism: transparency, quality, and fulfilling obligations. As a new emerging business, it hopes to further develop its seasoned expertise with new opportunities.

Relevant Projects:
• Safer Streets - City of Indian Wells
• Transportation Priotization Study (TPPS) - CVAG
• Regional Arterial Cost Estimation (RACE) - CVAG
• Active Transportaion Plan - CVAG
• Transportation Uniform Mitigation Fee (TUMF) Nexus Study - CVAG • Imperial Beach Boulevard Improvements - City of Imperial Beach City of Palm Desert | On-Call Engineering Services NV5 | 14 360 C. FIRM STAFFING AND PERSONNEL

PROJECT MANAGER
Tamara O’Neal, PE

PRINCIPAL-IN-CHARGE
Tim Jonasson, PE
Organization Chart
Our team offers proven expertise and resources to deliver the City’s requested engineering services for projects of similar scope and complexity. Shown below are team roles and responsibilities.

EXECUTIVE VICE

PRESIDENT/COO
Jeffrey M. Cooper, PE

ON-CALL &

EMERGENCY SUPPORT

RAPID RESPONSE STAFF
Tim Jonasson, PE
Luanne Bean, PE
India Allen, CCM

PROJECT MANAGEMENT
& COORDINATION

STAFF ASSISTANCE & STAFF

AUGMENTATION
Tamara O’Neal, PE
Tim Jonasson, PE
Padma Asam, PE, QSD/P, ENV,

LEED AP
Andrea Thomas, PE
Michael Rocco

PLAN REVIEW &

TECHNICAL ANALYSIS

GENERAL CIVIL/

WET UTILITIES
Tamara O’Neal, PE
Padma Asam, PE, QSD/P, ENV,

LEED AP
Andrea Thomas, PE
Vickie l. Bridenstine, PE, LEED
AP
David Niknafs, PE

TRAFFIC
James Miller, PE

DRAINAGE
Jennifer Peterson, PE, CFM,

QSD/P, CPESC, LEED AP
Matt Moore, PE, ENV SP, QSD/P,
ToR

DRY UTILITIES
Gregg Butsko

BUILDING/STRUCTURAL
Eric Rodriguez, PE, SE
Y. Clark Shen, PE, SE
Jenny Van Truong, PE

ENVIRONMENTAL

COMPLIANCE
Cecile Felsher, CIH

DESIGN &

FIELD SUPPORT

GENERAL CIVIL/GRADING/

SITE WORK/STREETS/ADA/

SIDEWALKS/ PARKING LOTS
David Niknafs, PE
Vickie l. Bridenstine, PE, LEED
AP
Andrea Thomas, PE
Padma Asam, PE, QSD/P, ENV,

LEED AP
Brian Wiese, PE
Scott Woody, CBO, CASp, DBIA,
CM-Lean, LEED AP

LANDSCAPE
Mike Smyth, RLA
Jon Champlin, RLA

CONSTRUCTION

MANAGEMENT & INSPECTION
Luanne Bean, PE
India Woodruff, CCM
Mike Helma, LEED AP
SURVEY
Jay Fahrion, PLS
Doug Boyle, PLS
MEP
Jon Chu, PE
Darcy Diaz, PE, EE
Alan Vallow, EE

OPTIONAL

COMPLIMENTARY

SERVICES

GEOTECHNICAL

ENGINEERING/

MATERIAL TESTING
Carl Henderson, Ph.D., PE, GE
A. Shafiq Popalzai, PE

PLANNING
Tam Dan L. Vo

TRAFFIC CONSULTING

ZONE TRAFFIC CONSULTING
Ryan Zellers, PE, TE
City of Palm Desert | On-Call Engineering Services NV5 | 15 361 D. PROPOSED METHOD TO ACCOMPLISH THE WORK
City of Palm Desert | On-Call Engineering Services NV5 | 16 Scope of Services
NV5 is a full-service engineering and consulting firm, ready to provide a wide range of services to the City, including the following services included in the RFQ:
• Design & Field Support
• Plan Review & Technical Analysis
• Project Management & Coordination
• On-Call & Emergency Support

ENGINEERING DESIGN APPROACH
NV5 can provide professional, comprehensive engineering services on a per project or task order basis for all types of capital improvement projects. Below is our general project approach that will be modified and tailored to meet each project’s needs.

Work Breakdown Structure (WBS)
Upon issuance of a notice to proceed, our project manager will meet with team members to review the requirements, prepare a Work Breakdown Structure and make team
assignments for maximum efficiency of resources. The
detailed WBS will describe all of the work tasks necessary to complete the project. A master project schedule will be prepared following the WBS to show the relationship
between tasks, the expected start date and duration
for each item. This schedule will serve as a guide to
conducting and monitoring the progress of the work and
to assure projects are completed on time and within
budget. To assure accurate monitoring and tracking of
documents, revisions and progress, a document tracking
and control system will be developed. NV5 will meet
with City project representatives regularly and maintain constant communication, distributing meeting minutes
within one week of the meeting identifying actions, items, assignments and due dates.

Cost Control
We are able to continually review and evaluate a project’s cost through all project phases to enable informed and
timely decision-making by our clients and the entire project team. Cost control techniques include: program budget
analysis; value engineering; life-cycle cost analysis; and quantity-based estimating. We rely on an open-book,
inclusive process that demonstrates the costs and benefits of varying design options. This budget confirmation
process starts in the earliest stages of the project, when design and engineering alternatives have the greatest
potential impact on costs.

Schedule Control
The key to effective schedule control is to measure actual progress and compare it to planned progress on a regular basis and to take necessary corrective action immediately.

We propose to supplement each major task as identified in the master project schedule with a supplemental schedule to keep careful track of where each individual component stands. We identify problems and readily provide the
opportunity to modify the schedule. This process assures the completion of your projects on schedule.

Innovative and Successful Approaches
The NV5 team focuses on providing safe, cost-effective, reliable, and sustainable improvements using innovative design and contracting techniques that meet or exceed
the minimum standards based on design improvements
and minimize impacts to adjacent properties and vehicular and pedestrian traffic. Our experienced engineering staff provides lower-cost or lower-impact alternatives in order to develop the least disruptive and least expensive designs.

Our team utilizes the latest in civil engineering design software to facilitate timely, efficient, and innovative engineering design solutions for our clients. We rely on a host of computer resources, which includes up-to-date,
state-of-the-art technology that is in use today throughout the engineering industry. We make maximum use of PCbased CADD systems that allow for the storage of typical details, establish similarity of plan layouts, and enable rapid duplications for the efficient preparation of plan sheets.

Our team also provides construction management for
public works projects to several local agencies. We take our commitment to building innovative projects seriously, and will have our in-house construction management staff review plans and specifications for constructability.
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D. PROPOSED METHOD TO ACCOMPLISH THE WORK
City of Palm Desert | On-Call Engineering Services NV5 | 17 Managing Resources
NV5 will meet with City project representatives regularly and remain in constant communication to assure
successful and timely delivery of the project. Bi-weekly meeting agendas, if necessary, will be distributed at
least two working days before each meeting. Meeting
minutes will be distributed within one week of the meeting identifying actions, items, assignments and due dates.

Utilizing this technique will assure consistency, and will provide a list of tasks to be accomplished and a specific time schedule.

Senior staff will meet with assigned project personnel
regularly and remain in constant communication to assure successful and timely delivery of the project. Utilizing this technique will guarantee adequate technical support,
thorough review and analysis of project issues, and
consistency in decisions and recommendations.

This constant communication, in conjunction with
in-person meetings, allows our staff to meet project
milestones.

Quality Assurance/Quality Control
For every design project, NV5 uses a time-tested and
proven project quality manual, which describes the project quality process to be followed during the development of the design documents and other project deliverables. In general, we undergo the following quality reviews:

Project Concept Review: Reviews basic concepts
for feasibility and conformance to project criteria
and evaluates engineering decisions based on cost,
constructability and risk management.

Discipline Review: Verifies the work for each of the
technical disciplines, including subconsultants. Each
subconsultant discipline has a review checklist for
each submittal to assure technical accuracy and that
there are no conflicts with the civil design and other
disciplines.

Graphics/CAD Standards Review: Verifies that drawings
meet graphic and CAD standards for each project, taking into consideration: color; weight; level style; and level.

Project Manager Review: Confirms that project
deliverables conform to the scope of work and that
documents supplied by others (i.e., client, subconsultants, etc.) are properly incorporated.

In-House Constructability Review: In-house construction managers and inspectors review the plans to assure
feasibility of construction and coordination of drawings.

Client Comment Review: Assures that client comments
have been addressed; we will either use our standard
comment letter response or one provided by the City.

Coordination Review Meeting: Coordinate all work of the disciplines.

QA/QC Review: Independent review to verify the accuracy, completeness and coordination of drawings, specifications and cost estimates for all design disciplines.

Quality Assurance Program
When applicable, NV5 will provide the requested services to the City in compliance with the Caltrans Local Programs Manual, Local Assistance Procedures Manual, the City
Quality Assurance Program (QAP), and other regulations
for federal- and state-funded projects. For all Caltrans administered projects, we will implement the City’s
Caltrans-approved QAP. We have prepared several QAPs
that were approved by Caltrans and executed on several
projects. The QAP requirements should consist of the
following:
• Materials Laboratory
○ Correlation Testing Program
○ Certification of Personnel
○ Laboratory and Testing Equipment
• Acceptance Testing
• Independent Assurance Program
• Reporting of Acceptance Testing Results
• Testing of Manufactured Materials
• Project Certification
• Records
• Approval
Familiarity with State and Federal Procedures
We understand that the development of Federal and
State funded projects requires more than the preparation of design reports and PS&E. More and more, engineers
are required to navigate their projects through the
complex federal aid process involving pre-award audits, authorizations, and timely use of fund provisions.

Our experience with the regulatory agencies controlling these funding sources has afforded us the opportunity
to support our clients through the process of developing the day-to-day procedures required to secure authorization and reimbursement for federally funded projects. This
participation has put us in a position to offer our clients an unparalleled level of understanding of the process
required to comply with Federal and State requirements.

Our work with local, state and federal agencies keeps
363
D. PROPOSED METHOD TO ACCOMPLISH THE WORK
City of Palm Desert | On-Call Engineering Services NV5 | 18 us in the forefront of current updates to policies and
procedures.

Federal Funding Requirements
The NV5 project team has provided program management,
project engineering, design and construction support
for a broad range of federally funded transportation
projects, including Safe Routes to School projects,
Community Development Block Grant projects,
and projects funded through the Federal Highway
Administration, Federal Transit Administration, U.S.

Department of Housing and Urban Development and other
federal programs.

Our project experience includes preparing all or a portion of the federal paperwork for Caltrans for Local Assistance.

We are well versed in the preparation of the E-76 package and the dictates of the Local Assistance Procedures
Manual requirements.

We are also experienced in the key federal provisions to be included in project specifications, including Disadvantaged Business Enterprise goals, compliance with Davis Bacon
Act for prevailing wage provisions, flow-down provisions to subcontractors, and a variety of other federal statutes and regulations.

Public Works projects often have multiple funding sources including federal, state and local funding. We will develop and maintain a project documentation system acceptable
to and in line with state and federal funding requirements.

As the City’s consultant, if desired, we can also support your federal funding/grant program with quarterly status reports on the project design and design contract.

PLAN CHECK APPROACH
Our primary approach is to serve as a direct extension
of the City staff. NV5 will take every measure possible to see that the City’s timeline is met. It is our intention to consistently beat the plan review turnaround times
while assuring continuous quality and reasonable
implementation of the state codes and all local
amendments. We will put forth a coordinated effort and
responsibility to track and coordinate all applications or requests received in the City.

All plan check services will be driven by the accepted
architect-engineering and industry professional practices, and will comply with the applicable regulations. Turnaround times of plan checks are crucial, and we intend to return plan checks within the timelines outlined by the City. We continually train existing employees and recruit new talent to exceed the expectations of our clients.

We understand how essential it is for individual
departments to work together in order to build a
successful project. Our philosophy is to work closely with all departments, divisions and agencies to eliminate
redundancy and increase efficiency. We understand the
difficulties in interpreting design standards, and we take pride in providing solutions for your constituents.

Outlined below is the general process the NV5 team
utilizes to provide plan review services. This is presented as a guideline to be adjusted according to the processing procedures of your jurisdiction. We will work with the
City in a seamless manner for review of plans for code
compliance and keeping projects moving to the finish line.

Deliverables
Deliverables for a typical plan check project include:
• Cost confirmation letter (if required)
• Signed comment letter with checklist
• Redlined plans
In compliance with state law, all plan check services will be performed by or under the responsible charge of a
California licensed professional eligible to prepare and sign the type of map, plan, or professional study being reviewed. All plan review memos will be signed and sealed by a duly licensed professional.

SUBMITTAL SEQUENCE
Each submittal will generally follow the following sequence:

First Plan Check
The initial plan check will be comprehensive and identify all significant issues. It is important to present significant issues to the developer as early in the review process as possible, so that the developer can respond in a timely manner. In addition to the typical scope of services, the first plan check will include the following:
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D. PROPOSED METHOD TO ACCOMPLISH THE WORK
City of Palm Desert | On-Call Engineering Services NV5 | 19 • Plan Review Checklist
• Review of Conditions of Discretionary Approval
• Analysis of Easement Requirements and Right-Of-Way
Needs
• Identification of Required Coordination with InterAgency Jurisdictional Issues Subsequent Submittals
Plan check resubmittals are reviewed for completeness
and to determine if all previous comments have been fully addressed. If the developer has made significant changes to the submittal, new review comments may be necessary.

The NV5 plan checker will identify remaining deficiencies in the documents for subsequent reiterations of the plan check submittals.

Final Review
We anticipate that after no more than three (3) plan
checks, NV5 will request that the developer submit final plans and associated documents, as required by the City for final review. NV5 will confirm that plans are complete and that all associated documents have been submitted.

NV5 will then provide an approval letter and other required documents and transmittals, depending on the type of
review.

Transmittal
NV5 will maintain accurate and comprehensive records
related to all plans, calculations and documents received.

Our team is experienced in providing digital plan review and will accept, review and return plans electronically if the City desires.

We will screen and log every application to assure they are routed to all plan checkers in a timely manner. All submittals are checked for compliance with relevant
state and local requirements. The log serves as a tracking device to assure turnarounds and completeness of review.

Corrections
NV5 will assure that corrections are handled as quickly and as clearly as possible. We will identify all corrections based on compliance with specific standards, codes and
regulations. We will either provide notes on the plans as appropriate, or provide a correction sheet detailing which items need to be addressed for plan approval.

Each project will be reviewed with strict adherence to our company policy of independent objectivity as a third party.

Projects have ranged from the simple to the complex
across all types of construction. Our wide exposure and expertise allow us to provide impartial and comprehensive plan reviews clearly indicating the applicable codes and standards and documenting noted deficiencies. Our
reviews are individually prepared for each project and, while we use Agency standard checklists as a basis for
our review, we also review each individual project for sitespecific impacts and technical merits — including boundary conditions and general construction considerations. Our Plan Review Reports are written to provide the design
team with a clear and concise understanding of the issues.

Comments from each discipline are grouped together for
easy reference, and each comment references a specific
item in the plans or specifications as well as a reference.

Approvals
Upon completion of each plan review, plans and supporting documents will be returned to the City recommending
approval. Approval will only be given when all compliance issues are resolved to the best of our team’s knowledge and all requirements of the City are satisfied.

Accelerated Plan Review
In most cases, we will complete the initial plan review in 10 working days and considerably less time for re-checks.

However, some plans may require expedited review. At
your request, we will perform plan review services within an accelerated time frame. Accelerated plan review may
require an additional fee, agreed upon by the applicant and NV5.

Meetings
We will conduct and coordinate all communications with
the City for plan review comments to assure that plan
review issues are handled efficiently. During the plan
review process, we are prepared to meet with City staff and the applicant at any time. Our goal is to issue approved plans as quickly as possible, but in full compliance with 365
D. PROPOSED METHOD TO ACCOMPLISH THE WORK
City of Palm Desert | On-Call Engineering Services NV5 | 20 local codes, ordinances and guidelines. Our experience
suggests greater involvement early in the design process yields exceptional benefits. We feel it is helpful to be involved in Development Review meetings for projects
subject to the Planning Review process.

Management Plan + QA/QC
Our managerial approach is based on shared expectations and clear and consistent communication with City staff
throughout the delivery of projects. We will implement
a comprehensive program based on best practices to
validate that each and every review is thorough, accurate, consistent and timely. This system’s success is based on thousands of hours of practical, real- world experience by our dedicated personnel and their unique ability to interact quickly and efficiently with your staff. The specific action items in our process include:
• Coordination and Communication: Our staff will
handle the necessary administrative functions,
such as project tracking, managing project controls,
maintaining and distributing communications,
reviewing agendas and ordinance issues, and fielding
calls on project status.
• Reliable and Responsive Service: Our project
manager will provide proactive communication, utilize
proven project management tools and best practices,
and will anticipate your needs and quickly respond
with accurate and detailed information every step
of the way. We are available to meet with the City at
kickoff and progress meetings to discuss procedures,
projects, and to maintain momentum and project
schedules.
• Efficiently Meet Turnaround Deadlines and Maintain
Development Momentum: An emphasis will be
placed on our staff’s experience with the City and
requirements to proactively facilitate communication
and processing. We will work to assure proven quality
assurance and schedule control measures are
implemented.
• Maintain Accuracy and Cost Savings Through
Proven Processes and Continuity: We can implement
integrated, standardized processes, including
electronic plan reviews that will be utilized by
seasoned staff members who deliver plan review
comments that are consistent, thorough, accurate,
and done right the first time.
• Analyzing Submittals: Our team will review and
assess initial submittals for completeness, review
title sheets and non-technical issues; maintain files;
monitor due dates; monitor contract budget and
status tracking reports; and coordinate invoicing.

Consistency will be maintained by assigning the
project to the same reviewer that performed the
previous reviews, unless circumstances dictate
otherwise.
• Facilitating Quality Reviews: Our experienced public
works plan reviewers will routinely review agency
standards, ordinances, guidelines, and update
checklists; write comment letters; coordinate project
returns; attend review meetings; and communicate
comments to the applicant and designers. Because of
our depth of resources and project tools (checklists,
comment letters), reassigned projects can be
reviewed without missing deadlines or causing
unnecessary rechecks.
• Providing Expertise: Our experts will provide a quality, comprehensive review of plans, studies, maps and
reports in accordance with all accepted engineering
practices, the Subdivision Map Act, applicable
regulations and City development standards. Our
experts are also available to meet with your staff to
clarify comments and discuss solutions, as well as
provide full and complete reviews for each project
that will minimize the number of resubmittals by the
customer.
• Quality Assurance/Quality Control: We are
committed to a Quality Assurance, Quality Control and
Constructability Review protocol for all deliverables
submitted to a client. Our QC policy requires our
project engineer and project manager to sign off on
the cover sheet and commit that they have reviewed
the submittal and are accepting responsibility for the
quality of the documents prior to being submitted for
review by peers.
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D. PROPOSED METHOD TO ACCOMPLISH THE WORK
City of Palm Desert | On-Call Engineering Services NV5 | 21

PROJECT MANAGEMENT APPROACH
NV5 can provide engineering and construction project
management services for capital projects and facility
upgrades; ensure that capital project schedules, cost and overall quality performance objectives are met across a diverse range of capital improvement projects; coordinate, manage and monitor the progress of assigned projects and programs at all stages of development to assure timely/ efficient/cost effective completion of the capital projects; and perform related work as required.

We can provide professional, comprehensive project
management services on a per project or task order basis for all types of capital improvement projects. Below is our general project approach that will be modified and tailored to meet each project’s needs.

Project Delivery Strategy
The basis of developing a project delivery strategy is based on preparing a Project Management Plan (PMP). The PMP
is a living document that will provide the organization and guidelines for project work and will demonstrate that the team has the technical capabilities to carry the project from inception to completion. Listed below are elements that will be included in the PMP.
• Roles and Responsibilities: This section requires
the illustration and discussion of the project’s
organizational chart, job descriptions, reporting and
functional relationships, as well as resumes for all key positions.
• Work Breakdown Structure (WBS): The WBS is
the structure by which all work is organized and
monitored. The WBS will be utilized for document and
project controls, as well as tracking costs and budget. • Risk and Contingency Management Plan (RCMP):

This plan establishes a risk register that enables the
visibility and tracking of known risks. Additionally,
the RCMP establishes the processes through which
risks are responded to, measured and controlled.

A component of this plan will describe the levels of
contingency for each phase, the reasoning for those
levels, and how surpluses or deficits in contingency
will be handled.
• Quality Assurance/Quality Control (QA/QC)
Plan: This plan establishes quality procedures for
all deliverables and project management. These
procedures will be established for each phase of the
project to make sure that all deliverables meet high
quality standards, and also will include procedures to
address deficiencies.
• Project Controls Plan (PCP): This plan will utilize
the WBS noted above to confirm that all project work
stays on schedule and within the budget. The PCP is a
comprehensive approach to track project deliverables
and the associated budget.

Timely Completion and Schedule Management
Our approach to assuring that all phases of the project are completed in a timely manner is to establish and maintain an overall project schedule. All updates and changes are documented for the City’s review. We also include Citymandated project milestones and points of essential input or review by the City team.

Our ability to “drive” the project forward is our hallmark for success. We strongly believe that by aggressively and pro-actively managing the project and the performance of project team members, we will produce positive results
and complete the project in a timely manner.

Managing Project Budget
Utilizing budget control and reporting tools, we focus on accountability, documentation and record keeping, and
frequent communication of key project issues with the City.

Project Managers apply budget control systems and
carefully monitor project budgets. Work and budget plans are prepared before work is started and are submitted
to the City program manager for approval. After those
are secured, the Project Manager monitors the team
members to ensure the work is done within the scope of
services and within the budget and schedule approved by the City program manager. Specifically, Project Managers monitor that milestones are met, funding strategies are implemented, and that there is regular invoicing for fund reimbursements. Anything not meeting expectations is
brought to the immediate attention of the City.

Quality Assurance/Quality Control
During the design phase, we will perform extensive
constructability and value engineering reviews of the
design documents. We will identify the critical areas
of design and focus our reviews accordingly. These
areas include grading/drainage, asphalt and concrete
CLIENT

DELIVERABLE

QUALITY
CHECK

QUALITY

ASSURANCE
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D. PROPOSED METHOD TO ACCOMPLISH THE WORK
City of Palm Desert | On-Call Engineering Services NV5 | 22 paving improvements, traffic signal modifications, ADA
accessibility, quality and specifications of hardscape
materials, site lighting, and irrigation systems. We will verify that all disciplines are coordinated and that there are no conflicts. This in turn will minimize the potential for any changes during construction.

During construction, we will coordinate all required project inspections and reports. We will ensure that the various City inspectors are contacted by the Contractor according to City requirements and will attend/facilitate meetings and on-site inspections to ensure that all work is being constructed and approved according to the contract
documents and project schedule.

The oversight of the Contractor’s Quality Assurance and Quality Control programs is important to the success of any project. We will establish a protocol with the Contractor to ensure that work that is performed on a day-to-day basis is in compliance. We also will require that the Contractor submit a project-specific QA/QC program that specifically outlines and addresses the critical issues and areas that we identify during the design phase of the project. We also will require that the Contractor designates an on-site team member as QA/QC manager to be responsible for walkthroughs and to perform periodic checklists to ensure that work complies with the QA/QC manual. Deficiencies will be documented and remedial work will be managed by NV5
and the necessary consultants.

Progress Reporting
We will create financial reports and project status reports to monitor the overall program delivery. Through these
reports, we will develop a project control system with
“checks and balances” to accomplish the following:
• Provide accurate, up-to-date information on project
budgets, status of work, emerging project issues
• Provide up-to-date financial expenditures to assist
the City regarding the burn rate on the project among
various programmed phases, as well as the type of
revenues being expended
• Implementation of the “checks and balances”
monitoring of budgets. By creating reports, the
“checks and balances” is achieved in several ways:
○ The Project Manager will verify accuracy of budget
expenditures and make any needed corrections
immediately
○ The City can review to double-check eligible
expenditures are in line with the Council’s approved
budgets
○ The Public Works Director can quickly examine the
status and funding of the project
Design Management
Our team focuses on three elements to ensure the timely and successful completion of the project design. These
are:
• Prevention of scope creep: We will work closely with
the City and design team to ensure a disciplined effort that keeps the original project goals and objectives in clear focus.
• Establishment and maintenance of a design
schedule: We will ensure that critical review and
completion milestones are met. Should the schedule
slip, we will work closely with the design team to
formulate a recovery plan.
• Extensive reviews of the plans and specifications:

We will ensure that all disciplines are coordinated
and that there are no conflicts. This will minimize the potential for any change orders.

Cost Estimating
The basis for reliable cost estimates will be the
development and updating of standard project bid items, and to identify the big-ticket items that generally control project costs. Typically 10-15 items (sometimes less) drive project construction costs. We excel at early identification and analysis of those key construction items, and, as a result, our initial estimates generally prove accurate.

NV5 maintains an extensive database of unit prices for
public works construction items. This database is regularly updated to formulate accurate cost estimates.
368
Fee Schedule
Effective through the first year of the contract. After this time, NV5 will receive a 3% rate increase for each consecutive year.

ENGINEERING SERVICES HOURLY RATE**
Principal $280
Project Manager $225
Quality Assurance Manager $210
Traffic Engineer $230
Senior Structural Engineer $215
Structural Engineer $180
Senior Engineer $170
Senior Designer $155
Project Engineer $150
Assistant Engineer $128
Designer $128
CADD Technician $108
Administration $98
MUNICIPAL SERVICES HOURLY RATE**
Program/Project Director $220
Project Manager $215
City Engineer $190
Assistant Project Manager $190
Associate Engineer $175
Plan Check Engineer III $190
Plan Check Engineer II $165
Plan Check Engineer I $140
Public Works Technician $92
Permit Technician $92
CONSTRUCTION SERVICES HOURLY RATE**
Senior Construction Manager $205
Construction Manager $190
Senior Office Engineer $155
Office Engineer $128
Construction Inspector * $164
Construction Administration $98
SURVEY SERVICES HOURLY RATE**
1-Person Field Crew* $198
2-Person Field Crew* $330
3-Person Field Crew* $445
Senior Surveyor $170
Survey Manager $225

REIMBURSABLE EXPENSES COST
Reproduction Cost
Consultant Services Cost + 15%
Automobile Transportation per IRS standard
Delivery, Freight, Courier Cost
Agency Fees Cost
Commercial Travel Cost
* Assumes prevailing wages are applicable for fieldwork. ** Regular rates. Work in excess of 8 hours and work on Saturdays will be billed at 1.5 times the regular rate. Work in excess of 12 hours and work on Sundays and Holidays will be billed at 2 times the regular rate.

Beyond Engineering NV5 | 34 369
ZONE TraƯic Engineering Consulting
4803 34th Street
San Diego, CA 92116
Ph: 619-984-9987
2025 RATE SCHEDULE
The following rates would remain firm for the duration of the contract:

HOURLY RATES

EXPENSES
Category Rate
Mileage Annual IRS Approved Rate
Reproduction At Cost
TraƯic Counts / Data Collection At Cost
Category / Role Rate
Principal TraƯic Engineer $250 / hr
Project Manager $200 / hr
Project TraƯic Engineer / Planner $175 / hr
TraƯic Engineering / Planning Associate $150 / hr
Engineering / Planning Assistant $125 / hr
Technician $100 / hr
Engineering Intern $75 / hr
Administrative Support $75 / hr
370
Contract No. ___________
1 Revised 10-2024
BBK 72500.00001\32374915.1

CITY OF PALM DESERT

PROFESSIONAL SERVICES AGREEMENT

1. Parties and Date. This Agreement is made and entered on January 8, 2026, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578 (“City”) and NV5, INC., a Corporation, with its principal place of business at 2420 West 26th Avenue, Suite D360, Denver, CO 80211 ("Consultant"). The City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."

1.1 City Council Approval.

On January 8, 2026, City Council approved the award of this Agreement to the Consultant above.

2. Recitals.

2.1 Project.

The City is a public agency of the State of California and is in need of professional services for the following project:

On-Call Engineering Project
(hereinafter referred to as “the Project”).

2.2 Consultant.

3. Terms.

3.1 Scope of Services and Term.

3.2 Responsibilities of Consultant.

3.2.1 Independent Contractor; Control and Payment of Subordinates. The 371
Contract No. ___________
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Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Any personnel performing the Services shall not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, or any of its officials, officers, directors, employees, or agents shall have control over the conduct of Consultant or any of Consultants officers, employees or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to:
social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.

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

3.2.6 Consultant's Representative. Consultant hereby designates TIM JONASSON, PRINCIPAL, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for 372
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all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the nonperforming Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the services, only to the extent such strikes and other organized labor action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics 373
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or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the services and Agreement.

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

Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three years after completion of the Services required by this Agreement.
(D) Workers’ Compensation Insurance. Consultant shall
maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, volunteers, and representatives. (E) Umbrella or Excess Liability Insurance. Consultant
may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions:
(1) A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have
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applied proves to be uncollectible in whole or in part
for any reason;
(2) Pay on behalf of wording as opposed to
reimbursement;
(3) Concurrency of effective dates with primary
policies; and
(4) Policies shall “follow form” to the underlying primary policies.
(5) Insureds under primary policies shall also be
insureds under the umbrella or excess policies.
(F) Fidelity Coverage. Reserved.
(G) Cyber Liability Insurance. Reserved.

3.2.11.2 Other Provisions or Requirements.
(A) Proof of Insurance. Consultant shall provide
certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time. (B) Duration of Coverage. Consultant shall procure and
maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, his/her agents, representatives, employees or subconsultants.
(C) Primary/Non-Contributing. Coverage provided by
Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
(D) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by 376
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Consultant, or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may terminate this Agreement. (E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager. (F) Waiver of Subrogation. All insurance coverage
maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, volunteers, and representatives or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its elected or appointed officers, agents, officials, employees, volunteers and representatives and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(G) Enforcement of Contract Provisions (non estoppel).

Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City 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 City.
(I) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, volunteers and representatives shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement, under such policies. This provision shall also apply to any excess/umbrella liability policies. 377
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(K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
(L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any crossliability exclusions. (M) Pass Through Clause. Consultant agrees to ensure
that its subconsultants, subcontractors, and any other party involved with the Project who is brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants, subcontractors, and others engaged in the Project will be submitted to City for review. (N) City’s Right to Revise Specifications. The City and the City’s Risk Manager reserve the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. If the City reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice.
(O) Self-Insured Retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that selfinsured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
(Q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Services.

3.2.12 Water Quality Management and Compliance. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water 378
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Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges. Failure to comply with laws, regulations, and ordinances listed in this Section is a violation of federal and state law.

3.3 Fees and Payments.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City or included in Exhibit "C" of this Agreement.

3.3.5 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
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3.4 Labor Code Requirements.

3.5 Accounting Records.

3.5.1 Maintenance and Inspection. Consultant shall maintain complete 380
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and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.6 General Provisions.

3.6.1 Termination of Agreement.

The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.

3.6.1.5 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 381
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Consultant: NV5, INC.
42829 COOK STREET, SUITE 104
PALM DESERT, CA 92211
ATTN: JEFFREY M. COOPER, EXECUTIVE VICE

PRESIDENT / COO
City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
ATTN: CHRIS GERRY, SENIOR PROJECT

3.6.3 Ownership of Materials and Confidentiality.

3.6.3.1 Documents & Data; Licensing of Intellectual
Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). All Documents & Data shall be and remain the property of City and shall not be used in whole or in substantial part by Consultant on other projects without the City’s express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication. In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of fifteen (15) years following completion of the Project and shall make copies available to City upon the payment of actual reasonable duplication costs. Before destroying the Documents & Data following this retention period, Consultant shall make 382
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a reasonable effort to notify City and provide City with the opportunity to obtain the documents.

3.6.3.4 Indemnification – Documents and Data.

3.6.3.6 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) working days after receipt of the release notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend, and hold harmless the City, and its officers, directors, employees, agents, volunteers and representatives from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information.

3.6.5 [Reserved]

3.6.6 Indemnification.

3.6.6.2 If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s 384
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liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

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

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

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

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

3.6.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.

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

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

3.6.19 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement.

Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

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

3.6.21 Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination. [SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT

BY AND BETWEEN THE CITY OF PALM DESERT
AND NV5, INC.

IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.

CITY OF PALM DESERT
By:

Chris Escobedo
City Manager
Attest:

By:

Anthony J. Mejia
City Clerk
Approved as to form:

By:

Isra Shah
City Attorney
NV5, INC., A CORPORATION
By:

Jeffrey M. Cooper
Executive Vice President / COO
By:

MaryJo O’Brien
CAO
City Clerk QC: _____
Contracts QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
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9.15.25 EXHIBIT “A”

Other Professional Services
 Provide additional engineering services, as mutually agreed upon, to support evolving City priorities or operational needs.
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EXHIBIT "B"

SCHEDULE OF SERVICES
The schedule of services shall be provided on an on-call basis between January 8, 2026, and June 30, 2029.
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EXHIBIT "C"

COMPENSATION
The total annual compensation shall not exceed One Million and 00/100 Dollars ($1,000,000.00) per fiscal year.
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Exhibit “D”
EXHIBIT “D”

TASK ORDER FORM SAMPLE
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CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: January 8, 2026
PREPARED BY: Chris Escobedo, City Manager
SUBJECT: APPROVE FUNDING AND RESERVATION AGREEMENT FOR THE COOK

STREET ENERGY SUBSTATION WITH IMPERIAL IRRIGATION DISTRICT RECOMMENDATION:

1. Approve the Funding and Reservation Agreement for the Cook Street energy substation with Imperial Irrigation District.

2. Authorize the City Manager to execute the Agreement, subject to revisions approved by all other parties and approved by the City Manager in consultation with the City Attorney.

3. Appropriate $4,700,000 million to Capital Bond Proceeds Project Account No. 4514258-4400100 from available Fund Balance.

4. Direct the City Manager to commence the process to form a Community Facilities District for the North Sphere Electric Substation necessary for the property owners to commence payment of their share of energy demand.

BACKGROUND/ANALYSIS:

In 2022, City staff worked with Imperial Irrigation District (IID) to secure a will serve letter for an affordable housing development in the north sphere, as well as for the City’s fourth fire station (Fire Station 102), which will be operational in the Spring of 2026. During that process, staff learned of IID’s energy infrastructure challenges specific to the portion of Palm Desert they serve in the north sphere (Attachment 1). The rest of Palm Desert is served by Southern California Edison. Without new substation(s) and distribution lines to serve the north sphere, IID will not issue any additional will serve letters for new and planned development.

Since 2023, the discussions have evolved from each jurisdiction or developer needing to pay for their own substations-each ranging from $25 million to $30 million , with Palm Desert needing two to serve the north sphere-to multiple parties negotiating a partnership for a single large substation and paying their respective shares based on energy needs, which is the most cost-effective method to anticipate future development demand.

With prior City Council action in 2025 identifying the North Sphere as a priority for current and future development, staff has undertaken the following activities to advance this objective:
 Retained NV5, a technical engineering and consultant firm, to analyze and project the IID service area energy demand at buildout,
 Held several meetings with IID staff to verify this information, work through solutions to Palm Desert’s needs, and work through IID’s energy infrastructure standards,  Held several property owner feedback and input meetings,  Conducted financial forecasts and explored financing options, 393
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Cook Street Substation____________________________________________________________  Met with other impacted agencies and developers including the City of Rancho Mirage, County of Riverside, and the Berger Foundation, and
 Worked with IID to develop the proposed energy infrastructure partnership solution.

NV5 Technical Analysis
In 2023, staff initiated a comprehensive study with NV5 on the requirements and energy load analysis for the build-out of the north sphere. NV5 worked alongside IID’s infrastructure team to factor in the requirements, distribution, and site locations for substations. Additionally, NV5 received information on land development plans from the City’s Development Services Department and communicated with various property owners in the north sphere who need energy. At build-out, NV5 concluded that 15 Megawatts (MW) would be needed to power the north sphere, which included the build-out of the California State University, San Bernardino, Palm Desert Campus (CSUSB-PDC).

Update Since City Council Last Approval
In July of 2024, the City Council held a study session on this matter and directed staff to proceed with a partnership framework to construct an energy substation to energize the North Sphere. Subsequently, in September of 2024, the City Council authorized participation in a funding commitment for the development of the substation. This action enabled the ordering of long-lead items necessary to build a substation and provided the impetus to develop the formal agreement presented through this item.

Additionally, the substation site details have been finalized, and staff has learned that the CSUSB-PDC no longer requires energy through this partnership and instead can receive energy through an existing agreement between IID, CSUSB-PDC, and Southern California Edison, which means the new energy demand is 10 MW instead of the previous 15 MW. Given the additional time to work through this agreement, the cost of materials also increased.

The following key tasks have been completed to advance this partnership:
 Purchase order for one power transformer, which is a long lead item,  Commencement of environmental compliance items,
 Land acquisition commenced for the substation,
 Established distribution feeder routes, and
 Development of the proposed agreement and funding plan.

Project Scope
The 10 MW need was factored into the proposed substation, which would be located north of the I-10 freeway on Cook Street, which has an existing energy conduit and serves as the most efficient routing point for all parties. It is for one 28 Megavolt-amperes one 50 MVA transformers, which includes engineering, procurement, and equipment for the construction of the substation, transmission extensions, and preparation for a third substation for future capacity needs. Each entity is requested to pay for its share, and IID will order the remaining equipment and complete design, and construction.

High Level Substation Cost
The total project is estimated at $42,620,500. The energy infrastructure partnership would have seven (7) entities pay their proportional share of the substation. This includes the cost of the substation, distribution gateways, transmission line in and out, land and site improvements for the substation. IID 394
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Cook Street Substation____________________________________________________________ is contributing to the cost of the substation, which is reflected in the table below as well as the cost share for all participating parties.

Property Owner Feedback and Input Meetings
During the first round of property owner meetings in 2023, before the partnership solutions were identified, they expressed their disinterest due to the high cost of the infrastructure. During feedback meetings in April of 2024, when the energy partnership was presented, the property owners expressed strong support for it, recognizing the lower cost and ability to pay over 30 years. As this project has progressed since last year, additional property owner update meetings have taken place with continued support. In December of 2025, staff held two property owner meetings where they continued to express support for this solution.

Financing Plan
The City has retained Willdan, a Special Tax Consultant, Del Rio Advisors, the City’s Municipal Advisor, and Nossamon LLP, bond counsel to assist with the formation of the Community Facilities District (CFD) and subsequent debt issuance. This will provide the structure necessary to finance the public improvements on behalf of the property owners and allow for repayment in full or over time through an annual assessment of the property owners to repay the costs associated with their energy infrastructure needs.

Reimbursement agreements between the City and property owners will allow the City to be reimbursed for individual infrastructure costs from bond proceeds. In turn, the property owners would be guaranteed will-serve letters for energy from IID and be able to commence the City’s planning and entitlement process for their parcels within 18 months.

Financial Analysis and Future Build-Out Benefit to the General Fund Through this action, the City will commence the process to create a Community Facilities District and issue bonds for Palm Desert’s share of building the substation. Each Palm Desert property owner would pay their respective amount (either up front or over a 30-year period). This would allow the City to be reimbursed for each private parties’ energy amount, separate agreements would be entered into with each private party, and in turn they will be guaranteed will-serve letters for energy from IID.

To determine feasibility of the project, staff engaged Keyser Marston Associates (KMA) to analyze City revenue projections at build-out for the area being served by IID, based on three build-out scenarios. The most aggressive scenario involves hotel development in this area. KMA’s analysis 395
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Cook Street Substation____________________________________________________________ projects that the City stands to receive an increase of approximately $1.3 million (least aggressive scenario) to $2 million (most aggressive scenario) annually in Transient Occupancy Tax (TOT), Property Taxes, and Sales and Use Taxes upon full build-out of the area.

Timeline & Agreement
IID has outlined the following timeline to understand the interest of the parties and identify the key milestones, including:
 Nov 18, 2024 – IID Board Approval of the proposed agreement (IID Board Approved),  Jan 15, 2025 – All parties participating enter approved agreements,  Jan 2025– City commences CFD creation/agreements with property owners for reimbursement  Early 2027 – Substation construction begins, and
 Summer 2028 – Substation goes in-service.

This agreement establishes a cost-sharing partnership between the Imperial Irrigation District (IID), the City of Palm Desert, the City of Rancho Mirage, Riverside County, the Berger Foundation, and participating developers to fund and construct the Cook Street (Thousand Palms) electrical substation.

The substation is necessary to provide new electrical capacity to support planned development, City facilities, and regional growth in the North Sphere, where IID cannot issue additional will-serve letters without new infrastructure.

Under the agreement, Palm Desert commits to funding its pro rata share of the substation’s construction costs through a series of milestone payments, in exchange for a guaranteed reservation of electrical capacity for a 20-year period following completion. IID will contribute 18 percent of total construction costs and retain a 20 percent capacity reserve for system reliability. IID will own, operate, and maintain the facility upon completion.

The agreement secures long-term electrical capacity critical to housing, economic development, and municipal projects, while allocating construction risk, operational responsibility, and future system reliability to IID. Failure to participate would leave the City without access to new electrical capacity necessary to advance planned development in the project area. 396
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Cook Street Substation____________________________________________________________ The County of Riverside and the City of Rancho Mirage have approved this agreement. Approval of this agreement energizes the undeveloped parcels in the North Sphere that are served by IID.

CEQA COMPLIANCE
The proposed actions to (1) approve the Funding and Reservation of Capacity Agreement with Imperial Irrigation District (IID), (2) appropriate funds from the General Fund, and (3) direct staff to commence formation of a Community Facilities District do not constitute a “project” under the California Environmental Quality Act (CEQA). Pursuant to State CEQA Guidelines section 15378(b)(4), the creation of government funding mechanisms, budgetary appropriations, and financing arrangements that do not commit the City to approval of a specific physical project are not subject to CEQA.

Alternatively, the actions are exempt under the common-sense exemption set forth in CEQA Guidelines section 15061(b)(3), as it can be seen with certainty that these actions will not result in a direct or reasonably foreseeable physical change to the environment.

Imperial Irrigation District will serve as the lead agency under CEQA for the proposed substation and related facilities, and construction of the project is expressly conditioned upon completion of all required CEQA review and compliance.

Legal Review:

This report has been reviewed by the City Attorney’s office and Bond Counsel.

FINANCIAL IMPACT:

Based on the total estimated cost of $42,620,500 Substation partnership, the City is required to advance the $5,613,766 for the Palm Desert property owners’ share of costs to facilitate the project collaboratively and expeditiously.

Preliminary analyses indicate that upon approval of the CFD and financing plan for the Palm Desert property owners in need of service, the City should recoup nearly all advanced costs through reimbursement from bond proceeds. Debt service for the CFD bonds would be paid annually by the property owners through a special tax collected by Riverside on their property tax bill. 397
City of Palm Desert
Cook Street Substation____________________________________________________________ Staff has identified Capital Bond Proceeds available that can be used for this purpose. Therefore, there is no direct impact to the General Fund with this action. Projections from KMA indicate that upon full development of the associated Palm Desert properties, the General Fund stands to gain revenues ranging from $1.3 million to $2.2 million.

Date Resource Account Amount
September 9, 2024 Appropriation Transfer from GF Reserves 4004258-4400100 $950,000 January 9, 2026 Appropriation Capital Bond Proceeds 4514258-4400100 $4,700,000 Total Amount Requested $5,650,000
Less: Expenditures to Date Legal, Consultants, etc. 4004258-4400100 (14,348) Less: Anticipated Const Costs IID 400/4514258-4400100 (5,613,768) Balance Remaining $21,884
Upon the execution of the reimbursement agreements with the property owners, creation of the CFD, and issuance of infrastructure bonds, the City will be able to recapture costs related to this project. The maximum risk to the City is the $5,613,766 advance necessary to ensure the project is funded and commenced.

ATTACHMENTS:

1. Map

2. Thousand Palms Substation – Funding and Reservation of Capacity Agreement 398
City of Palm Desert
Cook Street Substation

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Palm Desert City CouncilJanuary 8, 2026

Palm Desert City Council
January 8, 2026