Portola City Council
April 8, 2026

1 City of Portola
AGENDA
Regular Meeting
April 08, 2026 06:00 PM
35 Third Ave, Portola, CA 96122
https://www.cityofportola.com/
https://zoom.us/j/3583067836
Mayor Bill Powers • Mayor Pro Tem Mikki Battaglia • Councilmember Jim Murphy • Councilmember Pat Morton • Councilmember Lauren Miller
City Manager Ryan Bonk

REASONABLE ACCOMMODATIONS
The City Council welcomes you to its meetings which are regularly held the second and fourth Wednesday of each month at 6:00 p.m. at the City Hall Council Chambers. Your interest and participation is encouraged and welcome.

As a courtesy, the City Council meeting is also accessible to the public via live streaming at:
https://zoom.us/j/3583067836 or by phone at: Phone Number 1.669.900.6833; Meeting ID: 358 306 7836. Online and telephonic access does not guarantee the public the ability to observe the meeting in the event there is a disruption or connectivity issues that affect broadcasting.

Members of the public who want to be assured that they have the ability to observe the meeting and make comment during the meeting, should attend the meeting in-person.

Any person desiring to address the City Council or any committee, commission or agency under the jurisdiction of the City Council, on any item not on the agenda may do so during public comment period.

Public comment during the meeting will be accepted in person only. Public Comment can be made on the online agenda by clicking on the "comment" section next to each agenda item listed below. Meeting facilities are accessible to persons with disabilities.

Reasonable efforts will be made to accommodate the participation of persons with disabilities in the City’s public meetings. If special accommodation is needed, please notify the City at 530.832.6801 at least 48 hours prior to the meeting.

1. Call to Order
A. Roll Call
B. Pledge of Allegiance

2. Public Comments

2 Discussion Comment
This section is intended to provide members of the public with an opportunity to comment on any subject that does not appear on this agenda. Please note that California law prohibits the City Council from taking action on any matter which is not on the posted agenda, unless it is determined to be an urgency item by the City Council. Any member of the public wishing to address the City Council during “PUBLIC COMMENT” shall first secure permission of the presiding officer, stand; may give his/her name and address to the Clerk for the record. Each person addressing the City Council shall be limited to five minutes ordinarily, unless the presiding officer indicates a different amount will be allotted.

3. City Communications
Discussion Comment View Item
A. City Council Communications
B. Reports: Beckwourth Peak Fire Protection District / Plumas County Sheriff / Northern Sierra Air Quality
C. Staff Communications
D. City Manager Report

4. Consent Agenda
Discussion Possible Action Comment View Item
These items are expected to be routine and non-controversial. The City Council will act upon them at one time without discussion. Any Councilmembers, staff member or interested party may request that an item be removed from the consent agenda for discussion. Additional budget appropriations will require a four/fifths roll call vote.

A. Claims:

Adopt Resolution No. 2645 The resolution authorizes payment of payroll from March 7th, 2026 through March 20th, 2026 and accounts payable from March 25th, 2026 through April 8th, 2026 The amount of payroll to be paid is $33,007.54
The amount of accounts payable to be paid is $83,962.51 The total amount to be paid is $116,970.05
B. Minutes
Adopt the minutes of the March 25th, 2026 Regular City Council Meeting.

5. RFP Evaluation: Consulting Services, Solid Waste Franchise Agreement and Solid Waste Ordinance
Discussion Possible Action Comment View Item
Staff to present report on the RFP evaluation. Council to consider award to firm.

6. Prop 68 Grant Funds: Riverwalk Upgrades
Discussion Possible Action Comment View Item

3 Staff to present report on use of the remaining balance of the Prop 68 grant funds. Council to direct staff on preferred option.

7. Public Comments - 2026/2027 Budget Preparation
Discussion Possible Action Comment
Receive public comment Relating to the preparation of the 2026/2027 City Budget. Provide direction to staff.

8. Adjournment

Document Name City Manager Report
Document Number F-035 Revision Letter A
Document Location SharePoint Revision Date 12/06/2024
Document Type Form Council Adoption Date Not Applicable Resolution No. Not Applicable
Page
1 | 3
City Manager Report
04/08/2026
General Updates
Gulling Street Bridge
• No alarm thresholds were triggered by the continuous monitoring equipment Caltrans Inspection:
 Caltrans performed initial inspection on 01/27/2026
 Staff waiting for final report from Caltrans
• Reached out on 02/23 for update
• Reached out again on 04/02 having received no updates  Staff will continue to collaborate with Caltrans to confirm underwater dive inspection timeline
Phase 2:

Structural Rehabilitation Funding Applications
Caltrans Highway Bridge Program (HBP)
United States Department of Transportation
o Caltrans HBP Next Steps:
 HBP Manager confirmed we are on the 2026 HBP Project
Prioritization- OFF SYSTEM list categorized as a “Priority 1”. We are the 4th project in line for funding on the list (see list attached to CM report)
• The program works by taking the total funding received and starting at the top of the list funding as many
projects as possible with funds available
• The Federal status of funds is currently unknown. Given this, the HBP Managers are not committing to funding
any bridges on the prioritization lists until funding is known.

Document Name City Manager Report
Document Number F-035 Revision Letter A
Document Location SharePoint Revision Date 12/06/2024
Document Type Form Council Adoption Date Not Applicable Resolution No. Not Applicable
Page
2 | 3
• Staff will continue to monitor the situation for any
changes and will continue to follow up with our
contacts at Caltrans
• Additionally, staff have reached out to our advocates at the League of California Cities to bring the matter to
their attention and to request appropriate lobbying on
behalf of the City
o USDOT Next Steps:
 Grant application for Preliminary Engineering costs under the United States Department of Transportation Better Utilizing Investments to Leverage Development (BUILD) program was submitted on 02/23/2026
 Applicants should be notified of status in June of 2026 Community Events & Outreach
2026 Green Waste Disposal
• City of Portola events sponsored by Northern Sierra Air Quality Management District have been distributed with utility bills as well as posted on our website and Facebook page
Plumas County Firesafe Council: Portola Community Chipping Day • The Plumas County Fire Safe Council (PCFSC) has announced a Community Chipping Day for Portola-area residents on Saturday, April 25 from 8:00 a.m. to 5:00 p.m. at the Portola Disc Golf Course
• This event provides residents with an opportunity to dispose of woody vegetation generated from defensible space and property maintenance activities. Participants may bring material to a central location, where a professional crew will chip it on site at no cost.
• Full details will be provided via our website and Facebook page once we receive the final messaging documents
• Staff is collaborating with the United States Forest Service to attempt to have the downed trees removed from the portion of the Riverwalk on their land in conjunction with this event

Document Name City Manager Report
Document Number F-035 Revision Letter A
Document Location SharePoint Revision Date 12/06/2024
Document Type Form Council Adoption Date Not Applicable Resolution No. Not Applicable
Page
3 | 3
Townhall: Plumas County District 1 Supervisor and Portola City Manager
• Event will take place on Thursday April 23, 2026, at the Portola Veteran’s Hall (449 W Sierra St., Portola, CA 96122) starting at 6:00pm • This will be the second of similar events with the last occurring the prior year • Public is invited to hear from both parties on general updates • A question-and-answer period will be included
• Messaging will go out via our website and Facebook page Administration
Pool Season Preparations
• Our previous Pool Manager has been rehired for the upcoming season • Staff will begin outreach for lifeguards
• Public Works will begin examining the pool to make any needed repairs ahead of the season
• Note: Our staffing more than doubles during the pool season! Accounting Technician
• Interviews will commence within the upcoming weeks with a target to hire by the end of April
• Cross training on staff has begun on payroll functions Public Works
• Team’s focus has been on preparing Golden Springs for the delivery of the water storage tanks provided through grant funding
• Riverwalk Upgrades (Grant Funded):
o Options for remaining balance of funds to be presented to Council on agenda item

Resolution No. 2645 April 8th, 2026
RESOLUTION NO. 2645

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PORTOLA

AUTHORIZING PAYMENT OF CLAIMS FOR PAYROLL FOR THE PERIOD MARCH 7th, 2026 THROUGH MARCH 20th, 2026, AND ACCOUNTS PAYABLE FROM
MARCH 25th, 2026, THROUGH APRIL 8th, 2026
WHEREAS, the City Council of the City of Portola has been fully advised that all such claims and demands are legal obligations of the City; and, WHEREAS, the City Council has fully considered the claims, and money demands and payment thereof as set forth below and in "Exhibit A" attached hereto and incorporated herein.

Check Nos: Amount
47982 - 48038
47996
$83,962.51
VOID
Total Accounts Payable $83,962.51
Payroll:
3/7/2026 – 3/20/2026 $33,007.54
Total Payroll $33,007.54
Total Claims $116,970.05
PASSED, APPROVED AND ADOPTED this 8th day of April 2026, by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:

Bill Powers, Mayor
ATTEST:
_______________________________
Kristen Schiavone, Deputy City Clerk
I, Kristen Schiavone, Deputy City Clerk of the City of Portola, do hereby certify that the above and foregoing Resolution was duly passed and adopted by the City Council of the City of Portola at a regular meeting thereof held on April 8th, 2026.

________________________________
Kristen Schiavone, Deputy City Clerk

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 1
VENDOR SET: 01 City of PortolaBANK: * ALL BANKSDATE RANGE: 0/00/0000 THRU 99/99/9999

CHECK CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT C-CHECK VOID CHECK V 4/08/2026 047996 * * T O T A L S * * NO INVOICE AMOUNT DISCOUNTS CHECK AMOUNT REGULAR CHECKS: 0 0.00 0.00 0.00 HAND CHECKS: 0 0.00 0.00 0.00 DRAFTS: 0 0.00 0.00 0.00 EFT: 0 0.00 0.00 0.00 NON CHECKS: 0 0.00 0.00 0.00 VOID CHECKS: 1 VOID DEBITS 0.00 VOID CREDITS 0.00 0.00 0.00 TOTAL ERRORS: 0
NO INVOICE AMOUNT DISCOUNTS CHECK AMOUNT VENDOR SET: 01 BANK: * TOTALS: 1 0.00 0.00 0.00 BANK: * TOTALS: 1 0.00 0.00 0.00 Exhibit A

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 2VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999

CHECK CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT000010 RENO PAINT MART INC I-202603304441 RENO PAINT MART INC R 4/08/2026 047982 100 411-600.45 BUILDING EXPENSE RENO PAINT MART INC 240.74 100 414-700.02 BUILDING AND IMPROVEMENTS RENO PAINT MART INC 240.75 207 315-600.42 STREET REPAIR RENO PAINT MART INC 413.93 895.42 000025 AUTO & TRUCK ELECTRIC IN
I-202603304451 BATTERIES R 4/08/2026 047983 208 317-600.07 EQUIPMENT REPAIR/MAINTENANCE BATTERIES 476.36 710 311-600.08 VEHICLE REPAIR & MAINTENANCE BATTERIES 178.64 720 311-600.08 VEHICLE REPAIR & MAINTENANCE BATTERIES 297.73 952.73 000029 COUNTRY BREEZE CLEANING
I-202604014461 MARCH OFFICE CLEANING R 4/08/2026 047984 100 111-600.45 BUILDING EXPENSE COUNTRY BREEZE CLEAN 133.33 710 311-600.45 BUILDING EXPENSE COUNTRY BREEZE CLEAN 133.33 720 311-600.45 BUILDING EXPENSE COUNTRY BREEZE CLEAN 133.34 400.00 000033 UES
I-202603184404 GROUNDWATER MONITORING R 4/08/2026 047985 730 311-600.51 TESTING UES 8,327.00 8,327.00 000069 PEAC SOLUTIONS
I-202603254414 COPY MACHINE LEASE R 4/08/2026 047986 100 111-600.48 EQUIPMENT LEASE COPY MACHINE LEASE 122.59 100 113-600.48 EQUIPMENT LEASE COPY MACHINE LEASE 122.59 710 311-600.48 EQUIPMENT LEASE COPY MACHINE LEASE 81.72 720 311-600.48 EQUIPMENT LEASE COPY MACHINE LEASE 81.72 408.62 000078 CLARK PEST CONTROL
I-202603304449 CLARK PEST CONTROL R 4/08/2026 047987 100 413-600.45 BUILDING EXPENSE CLARK PEST CONTROL 102.00 102.00 000094 WESTERN INDUSTRIAL PARTS, INC
I-202603304444 PARTS R 4/08/2026 047988 208 317-600.07 EQUIPMENT REPAIR/MAINTENANCE PARTS 148.72 710 311-600.07 EQUIPMENT REPAIR/MAINTENANCE PARTS 148.72 720 311-600.07 EQUIPMENT REPAIR/MAINTENANCE PARTS 148.71 446.15 000098 MDK,LLC WESTERN ENVIRONMENTA
I-202603304454 REGULATORY TESTING R 4/08/2026 047989 720 311-600.51 TESTING REGULATORY TESTING 5,898.97 710 311-600.51 TESTING REGULATORY TESTING 300.75 6,199.72

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 3VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999

CHECK CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT000116 RVI PLANNING & LANDSCAPE ARCHI I-202603184402 CONTRACT PLANNING R 4/08/2026 047990 100 117-600.18 PROFESSIONAL SERVICES CONTRACT PLANNING 8,577.50 8,577.50 000118 PLUMAS SUN
I-202603184403 ACCOUNTING TECH JOB AD R 4/08/2026 047991 100 113-600.20 ADVERTISING/NOTICES ACCOUNTING TECH JOB 120.00 120.00 0016 AMERIGEN POWER SOLUTIONS
I-202603304445 GENERATOR PREVENTATIVE MAINT R 4/08/2026 047992 710 311-600.07 EQUIPMENT REPAIR/MAINTENANCE GENERATOR PREVENTATI 710.45 720 311-600.07 EQUIPMENT REPAIR/MAINTENANCE GENERATOR PREVENTATI 710.46 1,420.91 0023 AT&T CALNET 3
I-202603254409 SCADA AND CITY HALL FAX R 4/08/2026 047993 710 325-600.05 TELEPHONE SCADA AND CITY HALL 64.42 100 111-600.05 TELEPHONE SCADA AND CITY HALL 63.80 128.22 0039 BULLET INFORMATION TECHNOLOGY
I-202603304415 IT PROTECTION SOFTWARE R 4/08/2026 047994 100 111-600.18 PROFESSIONAL SERVICES IT PROTECTION SOFTWA 182.00 710 311-600.18 PROFESSIONAL SERVICES IT PROTECTION SOFTWA 182.00 720 311-600.18 PROFESSIONAL SERVICES IT PROTECTION SOFTWA 182.00 546.00 0052 CITY OF PORTOLA
I-202603304457 UTILITY BILLS R 4/08/2026 047995 100 311-601.10 WATER UTILITY BILLS 37.06 100 311-601.11 SEWER UTILITY BILLS 45.23 100 411-601.10 WATER UTILITY BILLS 414.37 100 411-601.11 SEWER UTILITY BILLS 19.85 100 413-601.10 WATER UTILITY BILLS 44.78 100 413-601.11 SEWER UTILITY BILLS 45.23 100 414-601.10 WATER UTILITY BILLS 1,243.16 100 414-601.11 SEWER UTILITY BILLS 6.62 710 311-601.10 WATER UTILITY BILLS 20.46 710 311-601.11 SEWER 22.62 720 311-601.10 WATER UTILITY BILLS 20.46 720 311-601.11 SEWER UTILITY BILLS 22.60 1,942.44 0063 CURRENT ELECTRIC & ALARM, INC
I-202603304447 QUARTERLY FIRE & SECURITY SYS R 4/08/2026 047997 100 413-600.45 BUILDING EXPENSE QUARTERLY FIRE & SEC 135.00 100 111-600.45 BUILDING EXPENSE QUARTERLY FIRE & SEC 135.00 100 411-600.45 BUILDING EXPENSE QUARTERLY FIRE & SEC 90.00 710 325-600.45 BUILDING EXPENSE QUARTERLY FIRE & SEC 195.00 555.00

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 4VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999

CHECK CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT0086 FOLCHI LOGGING & CONSTR., INC.

I-202604014458 EXCAVATOR TRANSPORTATION R 4/08/2026 047998 710 311-600.25 EQUIPMENT RENTAL EXCAVATOR TRANSPORTA 540.00 540.00 0111 JEFFERSON SUPPLY COMPANY
I-202603304448 MATERIALS & SUPPLIES R 4/08/2026 047999 720 311-600.06 MATERIALS AND SUPPLIES MATERIALS & SUPPLIES 55.77 55.77 0118 KANSAS LIFE INSURANCE CO
I-202603184405 KANSAS LIFE INSURANCE CO R 4/08/2026 048000 100 111-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 19.02 100 113-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 10.07 100 114-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 2.24 100 311-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 5.59 207 315-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 6.71 208 317-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 6.71 710 311-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 35.80 720 311-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 21.25 730 311-510.01 PERSONNEL COSTS KANSAS LIFE INSURANC 4.47 111.86 0133 LIBERTY UTILITIES
I-202603304416 LIBERTY UTILITIES R 4/08/2026 048001 720 311-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 1,476.24 1,476.24 0133 LIBERTY UTILITIES
I-202603304417 LIBERTY UTILITIES R 4/08/2026 048002 720 311-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 710.39 710.39 0133 LIBERTY UTILITIES
I-202603304418 LIBERTY UTILITIES R 4/08/2026 048003 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 28.48 28.48 0133 LIBERTY UTILITIES
I-202603304419 LIBERTY UTILITIES R 4/08/2026 048004 100 311-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 913.62 913.62 0133 LIBERTY UTILITIES
I-202603304420 LIBERTY UTILITIES R 4/08/2026 048005 720 311-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 978.96 978.96 0133 LIBERTY UTILITIES
I-202603304421 LIBERTY UTILITIES R 4/08/2026 048006 207 213-600.41 STREET LIGHTING LIBERTY UTILITIES 201.52 201.52

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 5VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999

CHECK CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT0133 LIBERTY UTILITIES I-202603304422 ELECTRIC- STREET LIGHTS R 4/08/2026 048007 207 213-600.41 STREET LIGHTING ELECTRIC- STREET LIG 6,078.04 6,078.04 0133 LIBERTY UTILITIES
I-202603304423 LIBERTY UTILITIES R 4/08/2026 048008 710 311-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 813.47 813.47 0133 LIBERTY UTILITIES
I-202603304424 LIBERTY UTILITIES R 4/08/2026 048009 100 413-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 113.40 113.40 0133 LIBERTY UTILITIES
I-202603304425 LIBERTY UTILITIES R 4/08/2026 048010 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 27.39 27.39 0133 LIBERTY UTILITIES
I-202603304426 LIBERTY UTILITIES R 4/08/2026 048011 207 213-600.41 STREET LIGHTING LIBERTY UTILITIES 69.01 69.01 0133 LIBERTY UTILITIES
I-202603304427 LIBERTY UTILITIES R 4/08/2026 048012 207 213-600.41 STREET LIGHTING LIBERTY UTILITIES 336.25 336.25 0133 LIBERTY UTILITIES
I-202603304428 LIBERTY UTILITIES R 4/08/2026 048013 207 213-600.41 STREET LIGHTING LIBERTY UTILITIES 38.02 38.02 0133 LIBERTY UTILITIES
I-202603304429 LIBERTY UTILITIES R 4/08/2026 048014 710 311-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 131.95 131.95 0133 LIBERTY UTILITIES
I-202603304430 LIBERTY UTILITIES R 4/08/2026 048015 207 213-600.41 STREET LIGHTING LIBERTY UTILITIES 27.39 27.39 0133 LIBERTY UTILITIES
I-202603304431 LIBERTY UTILITIES R 4/08/2026 048016 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 27.39 27.39 0133 LIBERTY UTILITIES
I-202603304432 LIBERTY UTILITIES R 4/08/2026 048017 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 29.22 29.22

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 6VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999

CHECK CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT0133 LIBERTY UTILITIES I-202603304433 LIBERTY UTILITIES R 4/08/2026 048018 207 213-600.41 STREET LIGHTING LIBERTY UTILITIES 28.48 28.48 0133 LIBERTY UTILITIES
I-202603304434 LIBERTY UTILITIES R 4/08/2026 048019 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 50.26 50.26 0133 LIBERTY UTILITIES
I-202603304435 LIBERTY UTILITIES R 4/08/2026 048020 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 27.39 27.39 0133 LIBERTY UTILITIES
I-202603304436 LIBERTY UTILITIES R 4/08/2026 048021 207 213-600.41 STREET LIGHTING LIBERTY UTILITIES 5.09 5.09 0133 LIBERTY UTILITIES
I-202603304437 LIBERTY UTILITIES R 4/08/2026 048022 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 27.39 27.39 0133 LIBERTY UTILITIES
I-202603304438 LIBERTY UTILITIES R 4/08/2026 048023 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 27.39 27.39 0133 LIBERTY UTILITIES
I-202603304439 LIBERTY UTILITIES R 4/08/2026 048024 710 325-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 233.66 233.66 0133 LIBERTY UTILITIES
I-202603304440 LIBERTY UTILITIES R 4/08/2026 048025 100 414-600.04 GAS AND ELECTRIC LIBERTY UTILITIES 248.04 248.04 0148 NAPA SIERRA
I-202603304453 EQUIPMENT REPAIR PARTS R 4/08/2026 048026 208 317-600.07 EQUIPMENT REPAIR/MAINTENANCE NAPA SIERRA 33.19 33.19 0162 OPERATING ENGINEERS _PUBLIC EM
I-202603254410 HEALTHCARE EMPLOYER PORTION R 4/08/2026 048027 100 113-510.01 PERSONNEL COSTS HEALTHCARE EMPLOYER 373.62 100 114-510.01 PERSONNEL COSTS HEALTHCARE EMPLOYER 373.62 100 311-510.01 PERSONNEL COSTS HEALTHCARE EMPLOYER 934.05 207 315-510.01 PERSONNEL COSTS HEALTHCARE EMPLOYER 1,120.86 208 317-510.01 PERSONNEL COSTS HEALTHCARE EMPLOYER 2,241.72 710 311-510.01 PERSONNEL COSTS HEALTHCARE EMPLOYER 7,098.78 720 311-510.01 PERSONNEL COSTS HEALTHCARE EMPLOYER 5,604.30 730 311-510.01 PERSONNEL COSTS HEALTHCARE EMPLOYER 934.05 18,681.00

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 7VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999

CHECK CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT0175 PLUMAS ACE HARDWARE INC I-202604014459 PLUMAS ACE HARDWARE INC R 4/08/2026 048028 100 111-600.45 BUILDING EXPENSE PLUMAS ACE HARDWARE 175.80 100 312-600.06 MATERIALS AND SUPPLIES PLUMAS ACE HARDWARE 122.33 100 414-600.06 MATERIALS AND SUPPLIES PLUMAS ACE HARDWARE 26.80 207 315-600.45 BUILDING EXPENSE PLUMAS ACE HARDWARE 86.54 208 317-600.06 MATERIALS AND SUPPLIES PLUMAS ACE HARDWARE 11.54 208 317-600.42 STREET REPAIR PLUMAS ACE HARDWARE 513.18 710 311-600.76 LINE REPAIR PLUMAS ACE HARDWARE 30.64 720 311-600.06 MATERIALS AND SUPPLIES PLUMAS ACE HARDWARE 137.12 720 311-600.76 LINE REPAIR PLUMAS ACE HARDWARE 38.15 1,142.10 0234 SUPERIOR POOL PRODUCTS, LLC
I-202603304443 DUST CONTOL FOR DIRT STREETS R 4/08/2026 048029 207 315-600.42 STREET REPAIR DUST CONTOL FOR DIRT 711.30 711.30 0239 THATCHER , INC
I-202603304446 CHEMICALS R 4/08/2026 048030 720 311-601.12 Chemicals THATCHER , INC 13,820.08 13,820.08 0240 THOMAS G. VALENTINO ; TGV SO
I-202604014460 SOLID WASTE CONSULTING SERVICE R 4/08/2026 048031 730 311-600.18 PROFESSIONAL SERVICES THOMAS G. VALENTINO 765.00 765.00 0247 U.S. BANK CORPORATE PAYMENT SY
I-202603304455 U.S. BANK CORPORATE PAYMENT SY R 4/08/2026 048032 100 111-600.31 DUES/MEMBERSHIPS U.S. BANK CORPORATE 79.96 710 311-600.31 DUES/MEMBERSHIPS U.S. BANK CORPORATE 79.96 720 311-600.31 DUES/MEMBERSHIPS U.S. BANK CORPORATE 79.96 100 114-600.22 CODE REFERENCE UPDATE U.S. BANK CORPORATE 100.77 710 311-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 226.17 720 311-600.06 MATERIALS AND SUPPLIES 649.45 710 311-600.08 VEHICLE REPAIR & MAINTENANCE U.S. BANK CORPORATE 50.00 720 311-600.08 VEHICLE REPAIR & MAINTENANCE U.S. BANK CORPORATE 50.00 207 315-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 234.63 100 111-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 76.84 100 112-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 19.21 100 113-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 76.84 100 114-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 19.21 100 117-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 19.21 720 311-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 76.84 710 311-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 76.84 730 311-600.06 MATERIALS AND SUPPLIES U.S. BANK CORPORATE 19.23 1,935.12

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 8VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999

CHECK CHECK CHECK CHECK
VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT0256 USA BLUE BOOK INC I-202603304450 PUBLIC WORKS MATERIALS & REP R 4/08/2026 048034 720 311-600.06 MATERIALS AND SUPPLIES USA BLUE BOOK INC 96.85 720 311-600.07 EQUIPMENT REPAIR/MAINTENANCE USA BLUE BOOK INC 550.92 647.77 0260 VERIZON WIRELESS
I-202603254411 CELL PLANS R 4/08/2026 048035 710 311-600.05 TELEPHONE CELL PLANS 137.01 720 311-600.05 TELEPHONE CELL PLANS 139.01 100 212-600.05 TELEPHONE CELL PLANS 38.37 100 411-600.05 TELEPHONE CELL PLANS 41.50 355.89 0260 VERIZON WIRELESS
I-202603254412 LANDLINES R 4/08/2026 048036 100 411-600.36 POOL FACILITY LANDLINES 23.65 100 413-600.05 TELEPHONE LANDLINES 28.19 100 212-600.05 TELEPHONE LANDLINES 28.19 710 311-600.05 TELEPHONE LANDLINES 49.61 720 311-600.05 TELEPHONE LANDLINES 49.61 100 111-600.05 TELEPHONE LANDLINES 37.21 100 113-600.05 TELEPHONE LANDLINES 37.21 100 311-600.05 TELEPHONE LANDLINES 37.21 100 114-600.05 TELEPHONE LANDLINES 65.38 356.26 0260 VERIZON WIRELESS
I-202603254413 LDWTP DATA PLAN R 4/08/2026 048037 710 325-600.05 TELEPHONE LDWTP DATA PLAN 108.05 108.05 0273 CUTTING EDGE SUPPLY
I-202603304442 SNOW PLOW SHOE R 4/08/2026 048038 208 317-600.07 EQUIPMENT REPAIR/MAINTENANCE SNOW PLOW SHOE 1,028.97 1,028.97 * * T O T A L S * * NO INVOICE AMOUNT DISCOUNTS CHECK AMOUNT REGULAR CHECKS: 55 83,962.51 0.00 83,962.51 HAND CHECKS: 0 0.00 0.00 0.00 DRAFTS: 0 0.00 0.00 0.00 EFT: 0 0.00 0.00 0.00 NON CHECKS: 0 0.00 0.00 0.00 VOID CHECKS: 0 VOID DEBITS 0.00 VOID CREDITS 0.00 0.00 0.00 TOTAL ERRORS: 0

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 9VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999 ** G/L ACCOUNT TOTALS ** G/L ACCOUNT NAME AMOUNT ---------------------------------------------------------------------- 100 111-510.01 PERSONNEL COSTS 19.02 100 111-600.05 TELEPHONE 101.01 100 111-600.06 MATERIALS AND SUPPLIES 76.84 100 111-600.18 PROFESSIONAL SERVICES 182.00 100 111-600.31 DUES/MEMBERSHIPS 79.96 100 111-600.45 BUILDING EXPENSE 444.13 100 111-600.48 EQUIPMENT LEASE 122.59 100 112-600.06 MATERIALS AND SUPPLIES 19.21 100 113-510.01 PERSONNEL COSTS 383.69 100 113-600.05 TELEPHONE 37.21 100 113-600.06 MATERIALS AND SUPPLIES 76.84 100 113-600.20 ADVERTISING/NOTICES 120.00 100 113-600.48 EQUIPMENT LEASE 122.59 100 114-510.01 PERSONNEL COSTS 375.86 100 114-600.05 TELEPHONE 65.38 100 114-600.06 MATERIALS AND SUPPLIES 19.21 100 114-600.22 CODE REFERENCE UPDATE 100.77 100 117-600.06 MATERIALS AND SUPPLIES 19.21 100 117-600.18 PROFESSIONAL SERVICES 8,577.50 100 212-600.05 TELEPHONE 66.56 100 311-510.01 PERSONNEL COSTS 939.64 100 311-600.04 GAS AND ELECTRIC 913.62 100 311-600.05 TELEPHONE 37.21 100 311-601.10 WATER 37.06 100 311-601.11 SEWER 45.23 100 312-600.06 MATERIALS AND SUPPLIES 122.33 100 411-600.05 TELEPHONE 41.50 100 411-600.36 POOL FACILITY 23.65 100 411-600.45 BUILDING EXPENSE 330.74 100 411-601.10 WATER 414.37 100 411-601.11 SEWER 19.85 100 413-600.04 GAS AND ELECTRIC 113.40 100 413-600.05 TELEPHONE 28.19 100 413-600.45 BUILDING EXPENSE 237.00 100 413-601.10 WATER 44.78 100 413-601.11 SEWER 45.23 100 414-600.04 GAS AND ELECTRIC 492.95 100 414-600.06 MATERIALS AND SUPPLIES 26.80 100 414-601.10 WATER 1,243.16 100 414-601.11 SEWER 6.62 100 414-700.02 BUILDING AND IMPROVEMENTS 240.75 *** FUND TOTAL *** 16,413.66 207 213-600.41 STREET LIGHTING 6,783.80 207 315-510.01 PERSONNEL COSTS 1,127.57 207 315-600.06 MATERIALS AND SUPPLIES 234.63

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 10VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999 ** G/L ACCOUNT TOTALS ** G/L ACCOUNT NAME AMOUNT ---------------------------------------------------------------------- 207 315-600.42 STREET REPAIR 1,125.23 207 315-600.45 BUILDING EXPENSE 86.54 *** FUND TOTAL *** 9,357.77 208 317-510.01 PERSONNEL COSTS 2,248.43 208 317-600.06 MATERIALS AND SUPPLIES 11.54 208 317-600.07 EQUIPMENT REPAIR/MAINTENANCE 1,687.24 208 317-600.42 STREET REPAIR 513.18 *** FUND TOTAL *** 4,460.39 710 311-510.01 PERSONNEL COSTS 7,134.58 710 311-600.04 GAS AND ELECTRIC 945.42 710 311-600.05 TELEPHONE 186.62 710 311-600.06 MATERIALS AND SUPPLIES 303.01 710 311-600.07 EQUIPMENT REPAIR/MAINTENANCE 859.17 710 311-600.08 VEHICLE REPAIR & MAINTENANCE 228.64 710 311-600.18 PROFESSIONAL SERVICES 182.00 710 311-600.25 EQUIPMENT RENTAL 540.00 710 311-600.31 DUES/MEMBERSHIPS 79.96 710 311-600.45 BUILDING EXPENSE 133.33 710 311-600.48 EQUIPMENT LEASE 81.72 710 311-600.51 TESTING 300.75 710 311-600.76 LINE REPAIR 30.64 710 311-601.10 WATER 20.46 710 311-601.11 SEWER 22.62 710 325-600.04 GAS AND ELECTRIC 233.66 710 325-600.05 TELEPHONE 172.47 710 325-600.45 BUILDING EXPENSE 195.00 *** FUND TOTAL *** 11,650.05 720 311-510.01 PERSONNEL COSTS 5,625.55 720 311-600.04 GAS AND ELECTRIC 3,165.59 720 311-600.05 TELEPHONE 188.62 720 311-600.06 MATERIALS AND SUPPLIES 1,016.03 720 311-600.07 EQUIPMENT REPAIR/MAINTENANCE 1,410.09 720 311-600.08 VEHICLE REPAIR & MAINTENANCE 347.73 720 311-600.18 PROFESSIONAL SERVICES 182.00 720 311-600.31 DUES/MEMBERSHIPS 79.96 720 311-600.45 BUILDING EXPENSE 133.34 720 311-600.48 EQUIPMENT LEASE 81.72 720 311-600.51 TESTING 5,898.97 720 311-600.76 LINE REPAIR 38.15 720 311-601.10 WATER 20.46 720 311-601.11 SEWER 22.60 720 311-601.12 Chemicals 13,820.08 *** FUND TOTAL *** 32,030.89

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 11VENDOR SET: 01 City of PortolaBANK: PC POOLED CASH - PLUMASDATE RANGE: 0/00/0000 THRU 99/99/9999 ** G/L ACCOUNT TOTALS ** G/L ACCOUNT NAME AMOUNT ---------------------------------------------------------------------- 730 311-510.01 PERSONNEL COSTS 938.52 730 311-600.06 MATERIALS AND SUPPLIES 19.23 730 311-600.18 PROFESSIONAL SERVICES 765.00 730 311-600.51 TESTING 8,327.00 *** FUND TOTAL *** 10,049.75 NO INVOICE AMOUNT DISCOUNTS CHECK AMOUNT VENDOR SET: 01 BANK: PC TOTALS: 55 83,962.51 0.00 83,962.51 BANK: PC TOTALS: 55 83,962.51 0.00 83,962.51 REPORT TOTALS: 55 83,962.51 0.00 83,962.51

4/01/2026 4:03 PM A/P HISTORY CHECK REPORT PAGE: 12

SELECTION CRITERIA
------------------------------------------------------------------------------------------------------------------------------------VENDOR SET: 01-CITY OF PORTOLAVENDOR: ALLBANK CODES: AllFUNDS: All------------------------------------------------------------------------------------------------------------------------------------CHECK SELECTIONCHECK RANGE: 047982 THRU 048038DATE RANGE: 0/00/0000 THRU 99/99/9999CHECK AMOUNT RANGE: 0.00 THRU 999,999,999.99INCLUDE ALL VOIDS: YES------------------------------------------------------------------------------------------------------------------------------------PRINT OPTIONSSEQUENCE: CHECK NUMBERPRINT TRANSACTIONS: YESPRINT G/L: YESUNPOSTED ONLY: NOEXCLUDE UNPOSTED: NOMANUAL ONLY: NOSTUB COMMENTS: NOREPORT FOOTER: NOCHECK STATUS: NOPRINT STATUS: * - All------------------------------------------------------------------------------------------------------------------------------------

1 City of Portola
Minutes
Regular Meeting
March 25, 2026 06:00 PM
35 Third Ave, Portola, CA 96122
https://www.cityofportola.com/

1. Call to Order
The meeting was called to order at 6:00 pm by Mayor Bill Powers.

A. Roll Call

Present: Mayor Bill Powers, Mayor Pro Tem Mikki Battaglia, Councilmember Jim Murphy, Councilmember Lauren Miller

Absent: Councilmember Pat Morton
Staff Present: City Manager Ryan Bonk, Financial Officer Susan Scarlett, City Attorney Steve Gross (Zoom), City Contract Planner Karen Downs (Zoom), City Contract Planner Carter Williams, Administrative Services Manager Kristen Schiavone
B. Pledge of Allegiance
Led by Mayor Bill Powers

2. Public Comments

3. City Communications
A. City Council Communications
Councilmember Miller attended a Community Development committee meeting last week. She also commented that she had a chance to go to the River Walk and saw the work being done, and it looks great.

Councilmember Murphy had nothing to report.

Mayor Pro Tem Battaliga attended the Fire Safe Council meeting on March 12th, the Lost Sierra Chamber of Commerce meeting on March 18th, and the Portola Fire Wise meeting on March 19th. She also advised that the Community Green Waste residential cleanup day will be held on June 6th, 2026, and that more details will be provided in the future. She also commented on the newly installed water fountains at the City’s River Walk, and that they look great, and thanked the Public Works department for doing such a good job.

Mayor Powers attended the Community Development Committee and the Transportation meeting last

2 week. He attended the City’s Infrastructure Committee earlier this week. He also participated in a trail cleanup at Lake Davis. He stated that about 2 miles of trail need to be cleared and that he will be going back out to finish up the cleanup.

B. Reports: Beckwourth Peak Fire Protection District / Plumas County Sheriff / Northern Sierra Air Quality Beckwourth Peak Fire Protection District - No Report
Plumas County Sheriff - No Report. City Manager Bonk mentioned that he met with Sheriff Chad Hermann a few weeks ago and they discussed many of the things the Plumas County Sheriff's Office (PCSO) is currently working on. He also mentioned that Sheriff Hermann plans on having someone from the PCSO attend a council meeting to discuss these projects.

Northern Sierra Air Quality - Mayor Pro Tem Battaglia advised council that a green waste schedule for 2026 will be included in the April utility bill.

C. Staff Communications
No Report
D. City Manager Report
City Manager Bonk gave an update that the water fountains at the City's River Walk have been installed.

He also mentioned that an access point for hose bibs has also been installed and can be utilized for special events such as the Gravel Grinder. The City has received positive feedback from the community regarding the newly installed water fountains.

He also reported that the Plumas County Sheriff’s Office contract goes before the Plumas County Board of Supervisors for approval on April 7th, 2026.

He provided an update on the RFP for consulting services for solid waste, stating that a suggested proposer has been selected and will come before the next city council meeting.

He reported that the Accounting Tech position is still open and that it is being posted in the Plumas Sun, on our website, and on the City’s Facebook page. We have received a couple of applications and will keep the job posting open for a bit longer.

He discussed an upcoming event in which the Big Boy train will visit Portola on April 8th, 2026.

He also mentioned that the recent warm weather has led to an increase in questions about when the City Pool will open. The city plans to hire a Pool Manager in April and will work on getting swim lesson and pricing information out to the public.

4. Consent Agenda
A. Claims:

Adopt Resolution No. 2644. The resolution authorizes payment of payroll from February 21st, 2026 through March 6th, 2026 and accounts payable from March 12th, 2026 through March 25th, 2026 The amount of payroll to be paid is $39,615.14
The amount of accounts payable to be paid is $67,618.22

3 The total amount to be paid is $107,233.36
B. Minutes
Adopt the minutes of the March 4th, 2026 Budget Workshop Meeting.

Adopt the minutes of the March 11th, 2026 Regular City Council Meeting.

Councilmember Jim Murphy motioned to approve. Mayor Pro Tem Mikki Battaglia seconded the motion.

The roll call vote:

Aye Mayor Bill Powers Aye Mayor Pro Tem Mikki Battaglia Aye Councilmember Jim Murphy Aye Councilmember Lauren Miller Absent Councilmember Pat Morton

5. Grizzly Lake Community Services District (GLCSD): Potential Intertie Project, City Participation, & Reimbursement Agreement
Also present: GHD Consultant Theresa Garrison, Grizzly Lake Community Services (GLCSD) General Manager Bob Howell, and Aparjeet Rangi and Nick McGann with the Department of Water Resources (DWR)(Zoom).

City Manager Bonk provided a timeline overview of past and current discussions with the Grizzly Lake Community Services District (GLCSD) regarding a possible intertie between the City of Portola(COP) and GLCSD to provide GLCSD with treated water. He discussed the potential fiscal impact on the city and stated that staff had examined this project and that the item before the City Council is for a Reimbursement Agreement between GHD, acting on behalf of the Department of Water Resources, and the COP. This agreement allows for the reimbursement of City staff and consultant time while a feasibility study for this project is being done. This agreement would not commit the City to further participation in the project. Mr.

Bonk also mentioned that the term “consolidation” was used in some of the proposed work plans and confirmed that consolidation of water systems between COP and GLCSD is not intended by any parties including the State Water Resources Control Board. He also stated that most, if not all, of the staff concerns outlined in the staff report about the viability of this project long term remain concerns that have not been addressed.

Theresa Garrison (GHD) spoke about the consolidation topic and explained that, as part of the feasibility study, a consolidation option was required as an alternative to secure project funding and would be listed as an option. She explained that they are looking for an alternative to allow for an independently operated GLCSD and that consolidation with the City is not the intent.

Mayor Pro Tem Battaglia asked the consultant when she expected the feasibility study to be completed, and Theresa Garrison (GHD) explained that the goal is to have it completed by July or August of this year.

City Attorney Steve Gross also commented on the term "consolidation" and advised the Council that, while a consolidation was not the intent presently, it could be deemed a necessary option per the feasibility study findings.

He also commented that GHD will include a rate study for GLCSD customers as part of the feasibility study, but inquired whether GHD planned to conduct a rate study for the City of Portola to determine the potential financial impact on GLCSD's customers should the intertie between GLCSD and the City be deemed necessary at the completion of the feasibility study.

Lastly, he mentioned that the City Council has requested that GLCSD provide its customers with information

4 about this project, such as holding a public meeting to foster transparency and clarify the City’s level of participation at this time.

Councilmember Murphy commented that he thinks GLCSD should inform its customers of the current state of the GLCSD system. He also provided some history of previous discussions with GLCSD, in which an intertie with the City was discussed, but GLCSD declined. He also requested that the City be reimbursed for costs related to obtaining the Water Treatment Plant if the project were to continue.

Councilmember Miller asked GHD Consultant Theresa Garrison for the feasibility criteria and for guidance on how the City would assess the findings without knowing the criteria. Theresa replied that the decision would come down to cost. She explained that GHD will conduct a Level 4 cost analysis, including long-term operations and maintenance. She explained that there will be a thorough investigation of all alternatives, that GHD will speak with all stakeholders, provide a list of pros and cons for each alternative, and bring the findings back to the City Council. Theresa also advised the Council that GHD will include a water rate analysis of the City to determine the actual operating costs, ensuring GLCSD is paying a fair price for treated water.

Aparjeet Rangi (DWR) commented that it was up to the City to determine the rates for its customers. Steve Gross commented for the record that the City of Portola is not seeking to make a profit from treating GLCSD water.

Council approved execution of the reimbursement agreement with GHD.

Councilmember Jim Murphy motioned to approve. Councilmember Lauren Miller seconded the motion.

The roll call vote:

Aye Mayor Bill Powers Aye Mayor Pro Tem Mikki Battaglia Aye Councilmember Jim Murphy Aye Councilmember Lauren Miller Absent Councilmember Pat Morton

6. Review and Acceptance of the 2025 General Plan Annual Progress Report City Planner Karen Downs provided an update that her company, Manhard Consulting, is now going by the name RVI Planning. She also introduced RVI Planning Consultant, Carter Williams, to the council and staff.

Carter presented the City’s 2026 General Plan Annual Progress Report to council and staff and explained that the General Plan is a guiding policy document that informs the council's decisions and the city staff's day-to-day activities. This annual progress report is to be submitted to the Office of Land Use and Climate Innovation and to the Governor's office by April 1st, 2026.

He went on to highlight several projects the City completed in 2025, as outlined in the report.

Council approved submission of the General Plan Annual Progress Report.

Mayor Pro Tem Mikki Battaglia motioned to approve. Councilmember Jim Murphy seconded the motion.

The motion passed with the following vote:
4 In Favor Opposed
Abstained 1 Absent Recused

7. 2026 General Plan Safety Element Update Introduction Planning Consultant Carter Williams presented the General Plan Safety Element. This report is reviewed

5 periodically, and this is the first time it’s been updated in accordance with the new law that requires it to be aligned with the Local Hazard Mitigation Plan. He then provided a timeline for the review and approval by various state agencies as outlined in the attached report. He advised the council that he expects to bring the Safety Element back to the City Council for final adoption.

City Manager Bonk advised the council that there was a financial impact to the City of approximately $13,000, which is currently included in the planning department budget.

Council approved updating of the General Plan Safety Element.

Councilmember Jim Murphy motioned to approve. Councilmember Lauren Miller seconded the motion.

The roll call vote:

Aye Mayor Bill Powers Aye Mayor Pro Tem Mikki Battaglia Aye Councilmember Jim Murphy Aye Councilmember Lauren Miller Absent Councilmember Pat Morton

8. Public Comments - 2026/2027 Budget Preparation
No public comment.

9. Adjournment
The regular meeting of the Portola City Council adjourned at 6:46pm

1 MEETING DATE: April 8, 2026
FROM: Ryan Bonk
RE: RFP Evaluation: Consulting Services, Solid Waste Franchise Agreement and Solid Waste Ordinance
BACKGROUND:

On January 14, 2026 the City Council approved staff to release the RFP for Consulting Services to modernize the Solid Waste Franchise Agreement and Solid Waste Ordinance.

EXECUTIVE SUMMARY:

We received three (3) responsive proposals and have evaluated all three based on firm qualifications, firm profile, and project methodology. Pricing was considered separately once all evaluators had submitted their respective evaluation criteria.

Attached to this staff report are the combined scores from all evaluators, the price proposal total from each firm, and each firm's proposal package including pricing.

FISCAL IMPACT:

Funds are available in Solid Waste Fund 730 to cover the expense of these services.

RECOMMENDATION:

Based on the proposals received and consequent evaluations, staff recommends that the City Council award the contract to HF&H. Staff analysis is provided below:

HF&H and R3 scored similarly across the evaluation. Both firms are capable of meeting the needs of the City for this RFP. However, HF&H's pricing was substantially lower than R3.

Staff did highlight the potential for additional costs in HF&H's proposal for additional drafts. Staff believes that by allocating appropriate resources to review of draft documents we should be able to minimize this potential exposure.

2 ATTACHMENTS:

A. COMBINED SCORES FROM ALL EVALUATIONS
B. PORTOLA PROPOSAL HF&H 03052026
C. PORTOLA COST PROPOSAL 3-5-2026 HF&H
D. PORTOLA - SW FRANCHISE AGREEMENT AND SW ORDINANCE - R3 PROPOSAL E. PORTOLA - PROPOSED FEES - R3 PROPOSAL
F. PORTOLA PROPOSAL VEDAUWOO
G. PORTOLA FEE PROPOSAL - VEDAUWOO RESOURCES

COMBINED SCORES FROM ALL EVALUATORS
Firm
Evaluation Criteria R3 hf&h Vedauwoo Resources
Firm Qualifications 8 8 4
Firm Profile 9 7 4
Project Methodology 8 7 4
TOTAL SCORE 25 22 12
Price Proposal Total $59,920 $29,955 $55,000

CITY OF PORTOLA
Solid Waste Franchise and Ordinance
Consulting Services Proposal
March 5, 2026

HF&H Consultants
590 Ygnacio Valley Rd. Suite 105
Walnut Creek, CA 94596
Phone: (925) 977-6950
Web: hfh-consultants.com
March 5, 2026
Kristen Schiavone
Administrative Services Manager
City of Portola City Hall
Sent via email: [email protected]
Subject: Solid Waste Franchise and Ordinance Consulting Services Proposal Dear Kristen Schiavone,
HF&H Consultants, LLC (HF&H) is pleased to submit this proposal to assist the City of Portola (City) with development of a new Solid Waste Franchise Agreement (Franchise Agreement) and Solid Waste Ordinance (Ordinance). We are excited by the opportunity to work closely with your staff and existing consultant as you modernize your solid waste system. As you look for your next long-term consulting partner, reliability, responsiveness, and experience with communities like yours is important to ensuring success. HF&H has built its reputation on these values and that approach has allowed us to become the largest and most qualified team of solid waste consultants focused on serving California communities.

When the California Department of Resources Recycling and Recovery (CalRecycle) needed a contractor to prepare an SB 1383 compliant model solid waste franchise agreement and ordinance to be available to all public agencies in the State, they selected HF&H. They knew that we had the expertise, agility and foresight to structure tools that would benefit not only California’s large, urban jurisdictions, but, perhaps more critically, its wide range of agencies of diverse size, culture, geography, and climate.

We routinely face unique service conditions and customize the engagement process to address these considerations head-on. For example, we have worked with: mountain communities with mandatory service and/or weather-related challenges like the Town of Truckee, Eastern Nevada County, Mammoth Lakes, Golden Hills Community Services District and Kennedy Meadows; small cities like Taft and Monte Sereno who struggle to build economies of scale; and rural communities with low population density and significant wildlife interference like rural Kern and Tulare Counties. We understand many of the challenges that impact communities like Portola and we know how other communities have solved them.

I look forward to the opportunity to discuss our proposal with you. I may be reached by phone or email at: (925) 977-6959 and [email protected].

Sincerely,
HF&H Consultants, LLC
Rob Hilton
President

Solid Waste Franchise and Ordinance Consulting Services Proposal Contents, Figures, Attachments
City of Portola | March 5, 2026 | Page i

CONTENTS
FIRM QUALIFICATIONS AND PROFILE ............................. 1 A. Firm Background............................................................. 1 B. The HF&H Difference ....................................................... 1 C. HF&H Solid Waste Service Offerings .................................. 1 D. Engagement Staff ........................................................... 4 E. HF&H Experience and References ...................................... 5 PROJECT METHODOLOGY ................................................. 8 Phase 1: Project Initiation and Kick-Off.................................. 8 Phase 2: Franchise Agreement Design & Drafting .................... 9 Phase 3: Solid Waste Ordinance Update Design & Drafting ......10 Project Schedule ................................................................10 PROPOSED FEES............................................................. 11

Solid Waste Franchise and Ordinance Consulting Services Proposal Contents, Figures, Attachments
City of Portola | March 5, 2026 | Page ii

FIGURES
Figure 1. Service Categories ....................................................................2 Figure 2. Proposed Project Schedule ....................................................... 11

ATTACHMENTS
A. Staff Resumes

Solid Waste Franchise and Ordinance Consulting Services Proposal Firm Qualifications and Profile
City of Portola | March 5, 2026 | Page 1 of 11
Firm Qualifications and Profile
A. FIRM BACKGROUND
Founded in 1989, HF&H is a consulting firm that specializes in providing tailored solutions to local governments in two key practice areas: 1) recycling and solid waste services; and 2) water, wastewater, and stormwater services. We are a mission-driven organization focused on the provision of environmentally, economically, and socially responsible management consulting services to achieve our client’s vision of a sustainable future. Throughout our 36- year history, HF&H has remained steadfast in its commitment to serving clients exceptionally and with unwavering integrity. Through these on-going commitments, HF&H has become the first choice and recognized leader among municipal agencies for providing high-quality consulting services in the practice areas we serve. HF&H is organized as a limited liability company (LLC), and led by three partners: Rob Hilton, Laith Ezzet, and Rick Simonson. HF&H currently is composed of 40 employees.

B. THE HF&H DIFFERENCE
HF&H is more than the sum of our individual members, their experience, expertise, and technical training, and our proprietary analytical tools. Every client project includes a team of consultants using work processes that provide a consistent level of quality. Partners, managers, and staff members each play a role in scoping, drafting, preparing, reviewing, supervising, and carrying out detailed work plans and schedules, monitoring status, performing analyses, drafting work products, creating reports, and presenting results in a timely and cost-effective manner. Local agencies choose HF&H for their recycling, solid waste, water, wastewater, and stormwater service needs for several key reasons:
• Recognized Leaders: Our team consists of industry-leading experts in the consulting field.
• Customized Approach: We employ analytical models and solutions tailored to address each client's unique challenges and requirements. • Objective Solutions: HF&H has built a reputation for delivering objective, factbased solutions. • Thorough Analysis: We conduct professional, thorough, and detailed analysis to support our findings and recommendations.
• High-Quality Services: We deliver high-quality services by responding quickly and personally to clients, meeting timelines, and exceeding expectations with our work products.

C. HF&H SOLID WASTE SERVICE OFFERINGS
HF&H offers our clients an unmatched level of dedication to public service and process integrity by only working for governmental agencies and by approaching all our municipal clients as partners. HF&H has continued to build out and expand the breadth and depth of the services we offer as municipal needs emerge and evolve and as we anticipate regulatory

Solid Waste Franchise and Ordinance Consulting Services Proposal Firm Qualifications and Profile
City of Portola | March 5, 2026 | Page 2 of 11
and other policy tailwinds. HF&H’s service teams have been curated to include a diverse range of educational backgrounds and professional experience to ensure a balanced approach and multiple perspectives. Each of the HF&H’s service teams is intentionally assembled to provide strength in their scope of service offerings. While the core of nearly all the services we provide generally fall within one of six types of services, described below, we also recognize that many types of services have overlap and we design our teams to function in a fluid, dynamic, and collaborative fashion around our core service offerings.

While we describe the work to be performed in response to the City of Portola’s RFP as falling within our “Contract Services” area, we understand that developing the new Franchise Agreement and resulting Solid Waste Ordinance documents represent just two elements of a complex system and ongoing process. The Franchise Agreement will need to be negotiated sole-source with Intermountain Disposal, or released as part of a competitive RFP process.

New Proposition 218-compliant rates and their adjustment methodology will need to be established. Once executed, the Franchise Agreement will need to be administered, overseen, and perhaps audited or amended. With HF&H as your partner, you will gain access to the full spectrum of our service offerings as your needs evolve over time, at the pace that you set.

Figure 1. Service Categories

1. Contract Services
For over thirty-five years, contract procurement processes have been the cornerstone of HF&H’s practice and consistently represent about half of the work we do in any given year.

HF&H Contract Services Team is comprised of professionals from diverse backgrounds with deep industry knowledge. We have extensive experience working with nearly every solid waste service provider in California (including Intermountain Disposal) and strengthen that expertise by hiring former industry managers and executives. We support our clients through a range of procurement processes including competitive RFQs/RFPs, sole source negotiations, parallel negotiations, reverse auction bidding, public-private partnerships, privatizations, and contract amendments/extensions. We support a wide range of agency needs from refreshing and enhancing existing agreements to the development and execution of long-term strategies to maximize systems-wide value to our clients across multiple independent but interrelated contracts. This breadth and depth mean that HF&H provides clients with a level of insight, trends, and knowledge of conditions that our competitors do not possess.

2. Contract Management
Since our inception, HF&H has provided a wide range of one-time and ongoing contract management-related services to support our clients, from implementation support to regulatory compliance. HF&H’s Contract Management Team draws on an incredible array of diverse engagements and experience in supporting our clients with the ongoing management, monitoring, evaluation, and compliance related to solid waste service contracts. HF&H’s Contract
Services
Contract
Management
Diversion
Services Rate Services Audit Services

Solid Waste Franchise and Ordinance Consulting Services Proposal Firm Qualifications and Profile
City of Portola | March 5, 2026 | Page 3 of 11
customized solid waste agreement and regulatory compliance monitoring system can be designed and scaled to fit each client’s specific needs and budget, helps keep the solid waste services agreement(s) on track, ensures that the client and ratepayers are getting the full value of the contracted solid waste services, and assists the client in meeting current regulatory requirements and preparing for future regulations. HF&H offers varying levels of services and involvement to our clients from parachuting in and working behind the scenes to the full management of contracts including contractor performance and compliance and even running agencies or acting as municipal departments. We are often in a capacity that augments and supplements staff, performing tasks that would normally be completed by staff, ultimately serving in an ongoing role that is truly an extension of staff. The unique thing about contract management is that it is an ever-changing practice area that allows for complete customization based on each of our clients’ individual goals.

3. Diversion Services
Since our founding in 1989, contemporaneous with California’s landmark recycling law (AB 939), HF&H has been honored to play a major role in the design, development, and implementation of hundreds of waste reduction, reuse, and recycling programs that have diverted millions of tons of discarded materials from California landfills, avoiding hundreds of millions of tons of GHGs. As the late 90s and early 2000s saw communities achieving AB 939 goals and seeking to go farther, HF&H supported many leading communities in exploring, adopting, planning for, and implementing Zero Waste and Sustainable Materials Management goals. HF&H has intentionally positioned ourselves at the intersection of policy, law, and regulations, and the provision of essential public services with a mission of helping our clients achieve their vision of a sustainable future. As we have seen new regulations emerge and existing regulations tighten, HF&H has supported our clients to proactively, as well as reactively, plan for and adopt new programs and processes to implement and evaluate voluntary and mandated programs to determine policy success and compliance with regulations. Because agreements for solid waste services tend to be long-term and regulations are continually changing, we have sought to help inform and guide our clients to anticipate and incorporate new and innovative programs that are compliant that allow for the phasing in of services in order to maximize value to our clients and minimize costs.

4. Rate Services
HF&H is often referred to as the “accountants of the industry” because of the impact we have had on ratemaking in the solid waste industry in California. In the late-1980s HF&H pioneered the practice of regulating garbage rates using a cost-plus-operating ratio style formula similar to those used in energy and water utilities. Ever since, HF&H has continued to evolve the state of the industry, first adopting multi-index rate adjustments in the late 1990s and, with the evolving state of case law, one of our founding partners literally wrote the chapter in the American Public Works Association’s rate making guide related to Proposition 218 cost of service studies. HF&H’s Rates Team is adept at understanding all financial aspects of the client’s solid waste system in order to evaluate the reasonableness of compensation to haulers and rates to customers. HF&H’s Rates Team has reviewed thousands of rate/compensation applications on behalf of our clients (even one from Intermountain Disposal for Plumas County). In nearly every case, we identify errors in the application. Many errors are mathematical, and the parties often resolve and correct those quickly. Others are a result of

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the contractor including costs that are not eligible for reimbursement or making requests for extraordinary adjustments that require significant due diligence.

5. Audit Services
HF&H has been performing financial, operational, data, and field audits under our Audits practice since our inception, in both our solid waste practice and our water, wastewater and stormwater practice. Our global approach to recycling and solid waste audits prevents problems and protects our clients by ensuring accuracy, integrity, and excellence at every turn. HF&H has assisted dozens of California communities in ensuring that their solid waste haulers are financially and operationally compliant. HF&H’s Audit Team has reviewed the financial and operating records of approximately 100 hauling companies on behalf of our clients. As a result, individual clients have recovered in excess of one million dollars in fees due from haulers.

D. ENGAGEMENT STAFF
One of HF&H’s greatest strengths is our ability to attract incredible talent and assemble dynamic teams to deliver exceptional results to our clients. HF&H has carefully selected a core team to support the City of Portola in this specific engagement. Once the Franchise Agreement and Solid Waste Ordinance revisions are finalized, to the extent that you seek continued support, we would expand and revise the City’s consultant team to include experts in the areas of service you need. For each phase of each engagement, we design project teams intentionally to ensure the durability and resilience of your results. The team we propose to support the City of Portola in this engagement would be led by firm President, Rob Hilton, and include Senior Project Manager Lauren Shipley and Senior Associate Caitlin Barboza. Rob and Lauren have worked together for many years to draft franchise agreements and municipal code language for agencies similar to Portola all over the State. In 2017, they developed and negotiated a new franchise agreement for the Town of Truckee (which served as the basis for a separate franchise agreement also developed by this team for Eastern Nevada County), and Rob, Lauren and Caitlin are currently re-engaged by Truckee to develop the next generation of that agreement. This team was also recently selected to support the County of Tuolumne.

Lauren is particularly committed to the success of this engagement, and can be available as a local in-person contact, as she resides in and works from Truckee, Ca. All work for this project will be completed by our internal HF&H team, we do not propose the use of subcontractors for this engagement.

Rob Hilton – Engagement Director
Rob Hilton is the President and a partner at HF&H, bringing nearly 25 years of experience in solid waste consulting. He has successfully managed over 580 projects for more than 150 public agencies across the United States, addressing diverse challenges in recycling, organics, and solid waste services.

Rob leads HF&H’s contracting team in support of more than a dozen communities each year who are either competitively procuring or negotiating solid waste collection, processing, and/or disposal contracts. Rob specializes in working with large jurisdictions (e.g., San Jose, Fresno, San Diego) and multi-jurisdictional agencies (e.g., Monterey Regional Waste Management District, South Bayside Waste Management Authority, West Valley Solid Waste

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Management Authority) through their more complex and publicly-scrutinized procurement processes. He has also excelled in serving smaller communities like the Town of Truckee, County of Nevada, Old Sacramento Historic District, and the Golden Hills Community Services District, who have very unique service conditions and requirements. Through these projects, no matter how large or small, Rob employs a process that ensures integrity, transparency with the public and elected officials, and the best overall value for the community. In most cases, Rob is able to secure significant service improvements, cost reductions to customers, and/or increased or stabilized funding to the public agency.

Throughout his tenure with HF&H, Rob has developed and executed winning strategies for clients, spearheading improvements in sole source negotiations, developing and completing competitive procurements and negotiating complicated and politically contentious contracts for collection, transfer, processing, and disposal service agreements. Rob is actively involved in client projects, typically focusing on strategic planning, contract negotiation, management and performance reviews, and policy development.

Lauren Shipley
Senior Project Manager Lauren Shipley, M.B.A., brings over 15 years of solid waste franchise analysis, development, negotiations, and management expertise to her role at HF&H. She plays a pivotal role in guiding municipalities through sole-source and competitive procurement processes, including drafting RFPs, evaluating proposals, and negotiating service agreements.

While she has drafted franchise and municipal code language for some of the State’s largest cities, she specializes in providing franchise agreement procurement and negotiations services to rural, mountain communities and frequently works alongside small/locally-owned waste haulers. She has provided a wide range of franchising, municipal code drafting, financial analysis, rate setting, audit, and negotiations assistance to over 80 municipal agencies. Her recent involvement reflects a strong commitment to advancing industry best practices and fostering cross-functional collaboration.

Caitlin Barboza
Senior Associate Caitlin Barboza is a key contributor to HF&H, bringing hands-on experience in solid waste procurement, regulatory compliance, and contract management. Her prior role supporting extreme rural areas of Unincorporated San Diego County, and ongoing work with the City of Taft provide her with valuable insight to the unique challenges faced by small communities. She has supported a range of local government clients through the development of service agreement revisions, action plans, and financial modeling. Caitlin has also played a central role in RFP development and implementation planning. Her responsibilities include drafting franchise and municipal code language, coordinating stakeholder outreach, and ensuring alignment with applicable regulations, making her a valuable asset in advancing municipal solid waste initiatives.

Resumes for the key staff proposed to support this project are included as Attachment A.

E. HF&H EXPERIENCE AND REFERENCES
HF&H has provided leadership, expertise, independence, and support to hundreds of municipal agencies through over 2,500 engagements. Our reputation for excellent client service is wellPage 36 Solid Waste Franchise and Ordinance Consulting Services Proposal Firm Qualifications and Profile
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established, as approximately 80% of our work comes from repeat clients, some of whom we have partnered with for over three decades. Our track record, measured by the number and types of engagements and the number of repeat clients, demonstrates our ability to consistently deliver a high level of long-term client satisfaction.

Town of Truckee (2016 to Present)
For decades, the Town of Truckee has received waste collection and processing services from Tahoe Truckee Sierra Disposal (TTSD). When HF&H first contracted with the Town, the Town’s solid waste franchise agreement with TTSD was scheduled to expire within a few years. The expiration of the contract presented an opportunity for the Town to expand and improve collection and processing services, as well as the business terms of the franchise agreement.

The Town’s existing contact with TTSD required a negotiation period prior to releasing the contract to competitive RFP. Due to the Town’s geography, climate, wildlife concerns, and diverse customer account base including a high number of second-homes, the Town faced numerous obstacles to achieving its goals of excellent customer service, reasonable customer rates, regulatory compliance, and increased diversion from landfill disposal. In response to these needs, HF&H designed a Sole Source RFP process to provide the Town many of the benefits of a competitive RFP process, in a sole source environment. One particular benefit was the ability to clearly understand and discuss the detailed cost and operating impacts related to each new service or business term under consideration. HF&H also designed the Sole Source RFP documents such that, in the event that the Town was unable to reach a satisfactory deal with TTSD through negotiations, the Town would be positioned to quickly and cost-effectively engage in a competitive RFP process. The Town subsequently engaged HF&H to support them in negotiations with Placer County related to the Town’s use of the Eastern Regional Material Recovery Facility, and retained HF&H to review annual rate adjustments and be available for on-call support. HF&H is currently engaged by the Town to develop the next generation of the original agreement, which may result in a competitive bidding process.
• Contact: Erin Brewster, Sustainability Program Manager • Phone: (530) 582-7903
• Email: [email protected]
County of Tulare (2013 to Present)
In 2013, HF&H was engaged by Tulare County to evaluate the current solid waste collector license system for the unincorporated County and recommend alternatives and improvements to that system. That licensing system was established in 1975 and the standards for services and business terms had remained largely unchanged over time. The needs of the County had changed dramatically in that time, including significant expansion of populations in the foothill and mountain service areas. HF&H presented the results of that assessment to the Board of Supervisors, with the primary recommendation being to negotiate the conversion of license zones into franchise areas and establish modernized service requirements. HF&H worked with County staff, outside Counsel, and the Tulare County Haulers Association (the seven licensed haulers and their attorneys) to define the service specifications, modernize the business relationship and contractual documents, and negotiate rates for services. HF&H drafted a

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uniform franchise agreement to be used in all franchise areas, with particular modifications for the “valley”, “rural”, and “foothill” service area types. HF&H worked closely with the haulers providing service in each of the service area types to define service requirements, diversion requirements, and customer engagement approaches that were appropriate to the unique service profiles required therein. For example, in the “foothill” service areas this included seasonal occupancy, wildlife concerns, difficult to access areas, seasonal weather challenges, and hard-to-serve provisions. HF&H acted as the lead negotiator in meetings with the representatives with each of the haulers and their attorneys and reviewed the cost basis for adjusting rates for new services and the reasonableness of rate differences among service areas. Since completing the system redesign, HF&H has stayed close to the system, supporting the County each year through the annual rate adjustment process, providing assistance with regulatory compliance planning, drafting revisions to the County Code, and being available to County staff on an as-needed basis.
• Contact: Lucas Feldstein, Engineering Technician
• Phone: (559) 624-7204
• Email: [email protected]
County of Plumas (2025 to Present)
HF&H was engaged by the County of Plumas (County) to assist with calculating the Rate Year 2025-2026 rate adjustment for Intermountain Disposal, Inc. (IMD). The project required becoming familiar with the franchise agreement between the County of Plumas and Intermountain Disposal, Inc. for solid waste collection and disposal services. The project included calculating IMD’s operating ratio from 2024 operations, in accordance with their franchise agreement, to determine whether the operating ratio was above 92% which would trigger an specific type of rate adjustment mechanism (RRI adjustment). HF&H determined that the calculated operating ratio did, in fact trigger the RRI adjustment, and HF&H subsequently assisted the County in completion of the review. HF&H remains engaged by the County on an as-needed basis.
• Contact: Sean Graham, Solid Waste Program Manager
• Phone: (530) 283-6268
• Email: [email protected]
CA Department of Resources Recycling and Recovery (2019 to 2021) In late 2020, California’s Department of Resources Recycling and Recovery (CalRecycle) finalized SB 1383 regulations that focus on reducing organic waste disposal. The regulations specified policy and programmatic requirements for jurisdictions and other regulated entities to reach compliance with SB 1383 regulations, including meeting organic waste collection, processing, and procurement standards and implementing edible food recovery programs.

Given the significant nature of the SB 1383 regulatory requirements, CalRecycle planned to provide a variety of tools to support jurisdictions and other regulated entities across the state with implementing programs and policies to reach compliance with the new regulations.

CalRecycle engaged HF&H to prepare four SB 1383 implementation tools and assist in the

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dissemination of the tools. Throughout the project, HF&H conducted multiple rounds of revisions to the model tools and case studies, incorporating feedback from both the CalRecycle team and a broad-reaching team of qualified experts that HF&H assembled for the project’s advisory group. This effort included development of the following: Model SB 1383 franchise agreement; Model SB 1383 Mandatory Organics Disposal Reduction Ordinance; Model SB 1383 Recovered Organic Waste Product Procurement Policy; Model SB 1383 Food Recovery Agreement; Guidance documents within each of the four model tools; Presentation materials for five statewide webinars on the model tools; and, eight SB 1383 case studies. The tools developed by HF&H were released by CalRecycle and made available to agencies state-wide.

To educate jurisdictions and other regulated entities on how to use the Model Tools, HF&H conducted five statewide webinars, each with 200 or more attendees. • Contact: Cara Morgan, Deputy Director, Division of Materials Management and Local Assistance
• Phone: (916) 341-6253
• Email: [email protected]
Project Methodology
HF&H is experienced in managing and leading all aspects of contract development and solicitation or negotiation processes to procure collection, transfer, processing, and disposal contractors for all material types and sectors. HF&H approaches each new engagement with fresh eyes, seeking to identify opportunities and understand constraints, and ultimately deliver thoughtfully executed agreements that appropriately balance risk, meet client needs and offer the best overall value. Our clients benefit from HF&H’s solid waste franchise agreements framework, custom-tailored and adapted to their individual needs. HF&H has developed and continues to improve upon the individual components of our collection, transfer, processing and disposal agreements, and continues to refresh and update agreements for each engagement to ensure they are legally current, regulatorily compliant, and leverage the most mature and developed service options, including the availability to add unique or advanced features to best suit client needs over time.

PHASE 1: PROJECT INITIATION AND KICK-OFF
HF&H staff will prepare for and facilitate a kick-off meeting with the City’s team. Prior to the meeting, we will perform a preliminary review of the City’s current franchise agreement and relevant sections of the municipal code, at no charge to the City. Following the meeting, HF&H will complete a more comprehensive review of the current franchise agreement and municipal code, which will be bolstered by context gained during this Phase 1. In addition to the typical project management related items of reviewing the objectives, scope, schedule, and budget for the project, we suggest using this meeting as a project and system design session. HF&H will guide the City team through a discussion considering the existing franchised services and discuss a multitude of items concerning the envisioned document structure and provision of future services. HF&H aims to gather as much input from the City as possible, identify where consensus is easy to reach and where issues may need further

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consideration. Based on City preference, Lauren Shipley may be available to attend this meeting in-person, at no additional travel cost to the City. Some of the key issues in the system design that we will discuss include:

1. Understanding the local community context for this process including the political, economic, social, technological, and environmental factors that will result in the successful achievement of the City’s objectives and ensure that those outcomes meet customer needs.

2. Reviewing the current services and programs and the baseline system performance.

3. Discussing community and City satisfaction with various aspects of the current services and service delivery methods with a focus on identifying opportunities for improvement.

4. Discussing possible new or modified services, our approach to analyzing their costs and benefits, best practices for obtaining them, and the role of elected officials, and public input in the process of defining changes to services.

5. Discussing potential implications of Propositions 218 and 26 (if applicable) and the role of the City Attorney and/or outside counsel.

PHASE 2: FRANCHISE AGREEMENT DESIGN & DRAFTING
During Phase 2 of this project, HF&H will support the City team in the design and drafting of the next generation Franchise Agreement. We understand through our early review of the existing agreement, and our reading of the City’s RFP, that modernization of the City’s solid waste documents are core goals of the engagement. Through many years of experience, we have found that starting fresh from a modern template, rather than updating the existing agreement document provides a cleaner and smoother drafting process, while also saving our clients time and budget. As such we have assumed working with the City team during Phase 1 to select an appropriate starting point for the Franchise Agreement document. This assumption does not preclude using elements of the existing documents or otherwise leveraging existing materials in a manner that works for the City team. This phase of the project will include the following tasks:

6. Draft Franchise Agreement – HF&H will prepare a Draft Franchise Agreement document that will reflect modern industry best practices and regulations and incorporate all planning and design discussions and findings from Phase 1. We are sensitive to small, locally owned companies like Intermountain Disposal, and we understand that the sorts of terms and conditions that we would use in large, urban jurisdictions aren't often appropriate for smaller companies and/or rural areas. Based on this knowledge and experience, we will tailor the agreement to the City’s specific needs, style, and contracting goals. HF&H will provide a draft of this agreement to the City’s team for review and comments. HF&H anticipates that the comments from all reviewing members will be consolidated and nonconflicting.

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7. Meet to Review City Comments – Following City review of the Draft Franchise Agreement, HF&H will meet with the City’s team to discuss City questions, comments, and proposed revisions.

8. Final Franchise Agreement – HF&H will incorporate the changes discussed during our meeting with the City’s team into a Final Franchise Agreement and provide to the City’s team for the next stages of the City’s internal process.

9. Additional Drafts – In the event that the City determines the need for additional drafts or review loops, HF&H has provided additional per-draft pricing in our cost proposal.

PHASE 3: SOLID WASTE ORDINANCE UPDATE DESIGN & DRAFTING During Phase 3 of this project, HF&H will support the City’s team in the design and drafting of revisions to relevant sections of the City’s municipal code.

10. Draft Solid Waste Ordinance - Based on the decisions made during the design-intake meeting and the final or near-final form of the Franchise Agreement, HF&H will prepare the first draft of changes to Ordinance No. 348 of the Municipal Code. HF&H will provide the draft to the City’s team for review and comments. HF&H anticipates that the comments from all reviewing City team members will be consolidated and non-conflicting.

11. Meet to Review City Comments – Following City review of the Draft Solid Waste Ordinance, HF&H will meet with the City’s team to discuss City questions, comments, and proposed revisions.

12. Final Solid Waste Ordinance – HF&H will incorporate the changes discussed during our meeting with the City’s team into a Final Solid Waste Ordinance and provide to the City’s team for the next stages of the City’s internal process.

13.Additional Drafts – In the event that the City determines the need for additional drafts or review loops, HF&H has provided additional per-draft pricing in our cost proposal.

14.At the City’s option, HF&H will support the City’s team in the process of seeking approval from City Council on the municipal code revisions. HF&H will review and comment on a City staff-prepared staff report and presentation.

PROJECT SCHEDULE
HF&H understands that the City desires to have the Final Franchise Agreement and Final Solid Waste Ordinance completed by the end of June 2026. This schedule demonstrates thoughtfulness to the time required for Franchise Agreement implementation and service transition. However, this timeline presents a relatively accelerated schedule for document design and development. As such, we can confidently commit to the schedule as long as we’re aligned with the City team on key milestones and receive approvals and inputs on the agreed upon dates (presented at a high level below, and for detailed discussion during Phase 1).

HF&H is prepared to begin work upon notification from the City, and subject to the preliminary

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timeline presented below, we are confident that our combined teams can meet the deadlines presented in the RFP.

Figure 2. Proposed Project Schedule
Proposed Fees
As required by the RFP, HF&H has provided our proposed base fee as well as optional add-on services under separately sealed cover.

ATTACHMENT A
Staff Resumes

ROB HILTON

PRESIDENT
Range of Experience
Since 2002, Rob has provided recycling and solid waste consulting services to public agencies for projects covering a wide range of strategic, operational, programmatic, contractual, and financial issues.

Rob leads HF&H’s contracting team in support of more than a dozen communities each year who are either competitively procuring or negotiating solid waste collection, processing, and/or disposal contracts. Through these projects, no matter how large or small, he employs a process that ensures integrity, transparency with the public and elected officials, and the best overall value for the community.

Rob is recognized by organizations like CalRecycle, League of Cities, and the California Resource Recovery Association as a statewide leader on the subject of sustainable solid waste rate structures facing Proposition 218 requirements. Rob has worked with numerous clients throughout California whose successful recycling and composting programs create tension with their funding systems that are typically based on disposal. Through this work, Rob has developed a sophisticated understanding of the dynamic balance between sustainable funding for programs and creating incentives for both the users and service providers. This is made all the more challenging in the context of California’s Proposition 218, which requires cost of service and leaves little room for incentives and subsidies.

Rob has worked with dozens of agencies statewide to analyze the impact of recent court decisions in Jacks v. Santa Barbara, Zolly v.

Oakland, and Rodgers v. Redlands on local government franchises.

HF&H is now leading efforts statewide, including performing studies cooperatively with many different specialized law firms, hosting workshops and webinars with key stakeholders, and developing solutions that are responsive to these court interpretations.

Expertise
Recent Projects
 Franchise Negotiations
 Franchise Procurements
 Sustainable Prop 218 Rates
 High Diversion/Zero Waste
Plans
 Strategic Planning
 Stakeholder Engagement
 Policies and Municipal Codes
 Municipal Funding and
Nexus Fee Studies

EXPERIENCE
Years of Experience:22
Clients: 147
Engagements: 623
Articles and Speeches: 35

EDUCATION AND

CERTIFICATIONS
B.A., Political Science and
Public Administration, UC
Davis
Zero Waste Principals and
Practices, CRRA and SWANA
Joint Certification

PROFESSIONAL LICENSE
Certified Management
Consultant (CMC), Institute of
Management Consultants USA

HISTORY
HF&H Consultants, LLC:
2002 to present

ORGANIZATIONS
Past President, California
Resource Recovery
Association (CRRA)
Faculty, Solid Waste
Association of North America
(SWANA)
Institute of Management
Consultants (IMC)

LAUREN SHIPLEY

SENIOR PROJECT MANAGER
Range of Experience
Mrs. Shipley brings over 15 years of procurement and franchise analysis, development, negotiations, and management experience to her role as a Senior Project Manager in HF&H’s Northern California office. She began working with HF&H in 2008 and has specialized in providing franchise agreement procurement and negotiations services to agencies throughout California, with a particular focus on rural, mountain communities and small/locally-owned hauler relations.

Mrs. Shipley resides in Truckee, Ca, and is currently supporting the Town of Truckee with drafting and procuring a new franchise agreement, which represents the next generation of work that she began with the Town in 2016. Beyond utilizing her negotiating skills to protect solid waste ratepayers, Mrs. Shipley has assisted municipal agencies with financial analysis, rate setting, audits, diversion planning, and municipal code drafting.

Expertise
 Franchise Procurements
 Contract Negotiations
 RFP Development
 Policies and Municipal Codes
 Performance Reviews
 Regulatory Compliance
Past Results
 Town of Truckee. Utilized innovative procurement tactics to maintain leverage while negotiating sole-source with the Town’s long-term hauler. Results included a modern franchise agreement with cart service being provided to residents and businesses for the first time. Reengaged in 2025 to help the Town consider, and ultimately manage the first competitive solid waste collection procurement since the Town’s
incorporation (in-process, results pending).
 County of Nevada. Managed comprehensive sole-source
negotiations focused on modernized programming and
regulatory compliance for remote communities within the unincorporated areas of the County.
 City of Pleasanton. Prepared and managed a sole-source procurement process with the City’s long-term small hauler, designed to extract competitive results in a non-competitive environment.

Past Engagements

EXPERIENCE
Years of Experience:17
Clients: 81
Engagements: 136
Articles and Speeches: 5

EDUCATION
M.B.A., University of CA, Los
Angeles
B.A., Legal Studies, University
of CA, Berkeley

HISTORY
HF&H Consultants, LLC:
2008 to 2009, 2011 to 2021
2025 to present
Hornblower Yachts, Inc.: 2005 to
2008

CAITLIN BARBOZA

SENIOR ASSOCIATE
Range of Experience
Caitlin Barboza is a Senior Associate with HF&H and has over ten years of experience within sustainability program development, implementation, and management, with focuses on solid waste, recycling, and organics programs; edible food recovery; State reporting; contractor and hauler monitoring; recycling
compliance inspections; and environmentally preferable product procurement. Ms. Barboza is currently supporting jurisdictions with SB 1383 program implementation, as well as CARB’s
Advanced Clean Fleets (ACF) Regulation.

Prior to joining HF&H, Caitlin supported the County of San Diego’s Solid Waste Planning and Recycling section as a Program Coordinator. Caitlin oversaw implementation of jurisdictional SB 1383 requirements, including development of compliant
Franchise Agreements, Solid Waste Ordinance, procurement policies, and recordkeeping systems. She supported the multiyear implementation of 3-stream services to all businesses and residential generators within unincorporated San Diego County through frequent communication with the County’s 8 nonexclusive franchise haulers, analysis of service data and programmatic hauler reporting, processing waivers and self-haul registrations, and reporting to the State. Caitlin also coordinated regional capacity planning efforts for organics processing and edible food recovery, as well as facilitated the Technical Advisory Committee Edible Food Recovery Subcommittee monthly
meetings.

Caitlin also served as a Peace Corps volunteer in Panama, where she worked with rural community members to implement a trash collection program as well as a recycling program at the local primary school. It was through this role that Ms. Barboza initially began working in solid waste and recycling, with a focus on stakeholder engagement in a historically disadvantaged
community with inequitable access to resources and services.

Expertise
 Franchise agreement development and administration
 Rural and unincorporated area waste programming and
management
 SB 1383, AB 341, and AB 1826 Compliance and
Implementation
Recent Projects

EXPERIENCE
Years of Experience: 10
Clients: 15

EDUCATION AND

CERTIFICATIONS
B.A., Marine Science, University
of San Diego
Zero Waste Principals and
Practices, CRRA/SWANA Joint
Certification
ISO 19011 Auditing Management
Systems
California Environmental Quality
Act (CEQA) Practice Certificate
(UCSD Extension)

HISTORY
HF&H Consultants, LLC:
2023 to present
County of San Diego: Recycling
Program Coordinator
2020 to 2023
SCS Global Services: Sustainable
Forestry and Seafood Program
Coordinator
2017 to 2019
US Peace Corps: Environmental
Conservation Specialist
2015 to 2016

ORGANIZATIONS
California Resource Recovery
Association, Organics Recycling
Council Co-Chair

HF&H Consultants
590 Ygnacio Valley Rd. Suite 105
Walnut Creek, CA 94596
Phone: (925) 977-6950
Web: hfh-consultants.com
March 5, 2026
Kristen Schiavone
Administrative Services Manager
City of Portola City Hall
Sent via email: [email protected]
Subject: Cost Proposal – Solid Waste Franchise and Ordinance Consulting Services Dear Kristen Schiavone,
HF&H Consultants, LLC (HF&H) is pleased to submit this Cost Proposal in response to the City of Portola’s Request for Proposals for Solid Waste Franchise and Ordinance Consulting Services.

HF&H proposes to provide services using the hourly billing rates and estimated hours shown below, with a total not-to-exceed project cost of $29,955 for completion of the core project tasks. The estimated hours and associated costs reflect our understanding of the scope of work described in the RFP and the level of effort required to complete each phase of work associated with development of the City’s Solid Waste Franchise Agreement and Municipal Code updates.

Table 1. Estimated Project Budget by Task and Staff Classification

Kristen Schiavone
March 5, 2026

In addition, HF&H has identified optional tasks for additional drafts of the Franchise Agreement and Municipal Code updates, should the City determine that additional review cycles are necessary beyond those included in the base scope. These optional tasks would only be undertaken at the City’s direction.

Table 2. Optional Tasks: Additional Draft Development
HF&H’s Standard Hourly Rates and Billing Arrangements are provided as Attachment A to this cost proposal and describe the firm’s standard billing practices, direct expense policies, and invoicing procedures.

HF&H appreciates the opportunity to submit this proposal and looks forward to the possibility of supporting the City of Portola on this important project. Please do not hesitate to contact me if you have any questions regarding this cost proposal.

Sincerely,
HF&H Consultants, LLC
Rob Hilton
President
Attachments:

A. Standard Hourly Rates and Billing Arrangements

Standard Hourly Rates and
Billing Arrangements
(Effective January 1, 2026)
hfh-consultants.com ● (925) 977-6550

PROFESSIONAL FEES
Hourly rates for professional and administrative personnel are as follows:

Position Rate
Executive $340 - $380
Senior Project Manager $315 - $340
Project Manager $280 - $300
Senior Associate $235 - $280
Associate Analyst $205 - $230
Assistant Analyst $190 - $200
Administrative Staff $145 - $175

DIRECT EXPENSES
Standard charges for common direct expenses are as follows:

Automobile Travel .............................................Prevailing IRS mileage rate Airfare and Public Transit..........................................................Actual Cost

BILLING POLICIES
Our policy is to bill for our services based on the standard hourly rates of the staff member assigned, multiplied by the time required to perform the client-related tasks, plus the direct expenses as described above. In implementing this policy, we adhere to the following practices:
• It is our standard practice to e-mail invoices to our clients, although hard copies of invoices can be sent to clients on request.
• We round to the nearest one-quarter hour (e.g., if two hours and 55 minutes are spent on a task, it is recorded as three hours, if two hours and 5 minutes are spent on a task, it is recorded as two hours). A minimum charge of one-quarter hour is charged for any client work performed in a day.
• We do not markup out-of-pocket expenses; however, we may charge administrative or professional time related to the provision of the goods and services associated with these charges.
• If subcontractors are used, HF&H reserves the right to charge a 10% markup. • Mileage fees are based on the round-trip distance from the point of origin. • If a client's change to a previously scheduled meeting results in penalties being assessed by a third party (e.g., airline cancellation fee), then the client will bear the cost of these penalties.

While no minimum fee for a consulting engagement has been established, it is unlikely (given the nature of our services) that we can gain an understanding of a client's particular

Standard Hourly Rates and
Billing Arrangements

requirement, identify alternatives, and recommend a solution in less than twenty-four consulting hours.

INSURANCE
We maintain the following policies of insurance with carriers doing business in California:
• Commercial General Liability Insurance ($2,000,000 Occurrence/$4,000,000 Aggregate)
• Workers’ Compensation ($1,000,000)
• Professional Liability Insurance ($2,000,000 Occurrence/$2,000,000 Aggregate) • Hired and Non-Owned Auto Liability1($2,000,000)
• Umbrella Liability ($3,000,000 Occurrence/$3,000,000 Aggregate) • Cyber Liability ($1,000,000 Each Claim)
All costs incurred in complying with additional coverages or limits (excluding additional insured and waiver of subrogation endorsements) become the responsibility of the client and are not included in the fees for services or direct charges but are billed in addition to the contract at cost, plus any professional or administrative fees.

INVOICES AND PAYMENT FOR SERVICES
Our time reporting and billing system has certain standard formats that are designed to provide our clients with a detailed invoice of the time and charges associated with their engagement and we typically discuss these with our clients at our kick-off meeting. We are also pleased to provide our clients with a custom invoice format, but we will have to bill the client for time spent conforming our invoices to their unique requirements.

Billings for professional services and charges are submitted every month, in order that our clients can more closely monitor our services.
1 HF&H Consultants does not own any company automobiles.

CITY OF PORTOLA CITY OF PORTOLA
Request for Proposal (RFP)
Consulting Services: Solid Waste Franchise
Agreement and Solid Waste Ordinance
February 24, 2026

1. Cover Letter page 1

2. Firm Qualifications and Profile
page 3

3. Project Methodology
page 14

4. Proposed Fees ` separate pdf

TABLE OF CONTENTS TABLE OF CONTENTS
City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance TOC

1 February 26, 2026
Ms. Kristen Schiavone
Administrative Services Manager
City of Portola
35 Third Ave, Portola, CA 96122
submitted via email: [email protected]
SUBJECT: Solid Waste Franchise Agreement and Solid Waste Ordinance - R3 Proposal Dear Ms. Schiavone,
R3 Consulting Group, Inc. (R3) is thrilled to submit the attached proposal to the City of Portola (City) for Solid Waste Franchise Agreement and Solid Waste Ordinance consulting services.

Introduction
R3 has a proven track record of successful and cost-effective franchise agreement development and associated negotiations and/or public procurement throughout California. Moreover, we are one of the very few solid waste consulting firms with robust experience that includes incorporating complex California regulations into franchise agreements, while simultaneously updating ordinances to be compliant and, if needed, planning programs for compliance.

R3 proposes executing the following activities:
› Conduct a comprehensive review of the existing Franchise Agreement. › Determine the best Franchise Agreement template moving forward. › Perform detailed drafting of new language to strengthen the Franchise Agreement, including regulatory compliant term and definition language.
› Conduct a comprehensive review of the Solid Waste Ordinance, for standalone regulatory compliance, adoption of City policy, and compatibility with the updated Franchise Agreement.

Should the City be prepared to take the Franchise Agreement to the next phase of implementation, R3 is providing additional pricing for the following, optional tasks:
› Lead negotiations and support City staff in discussions with Intermountain Disposal Company (IMD). › Lead a complete public procurement process to secure a collection provider for the updated services and requirements under the new Franchise Agreement.

Respondent Information
Business Name: R3 Consulting Group, Inc
Point of Contact: Katelyn Scholz, Sr. Managing Consultant Phone Number: m 650.799.3213 | e [email protected]

1. COVER LETTER

1504 Eureka Road, Suite 220, Roseville CA 95661 | p 916.782.7821 | f 916.782.7824 | www.r3cgi.com 2 Project Team
Katelyn Scholz, Sr. Managing Consultant, will serve as Project Lead and primary point of contact for the City.

Carrie Baxter, Principal and Sr. Vice President, has the authority to contractually obligate R3 and negotiate contracts on behalf of the organization. Throughout this engagement, Katelyn will be supported by Carrie Baxter, Nate Forst, Principals, Peggy Paulsen, Managing Consultant, and Angela Micheletti, Associate Consultant. Our team has the ability to draw on additional staff, as may be needed to properly serve the City and its community. * * * * *
Thank you for this opportunity to be of service to the City. If you have any questions regarding our proposal or need additional information, please contact us.

Sincerely,
Carrie Baxter | Principal Katelyn Scholz | Sr. Managing Consultant R3 Consulting Group, Inc. R3 Consulting Group, Inc.
916.878.7413 | [email protected] 650.799.3213 | [email protected]

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 3

2. FIRM QUALIFICATIONS AND PROFILE
About R3
Over the past 23 years, we have specialized in providing a diverse range of solid waste management consulting services to public agencies, including competitive procurement and/or extension negotiations of collection, processing and disposal services, development, implementation and monitoring of service contracts and franchise agreements, rate and financial reviews, nexus fee studies, zero waste planning, and legislative compliance. R3 has offices in Roseville, Oakland and Irvine, the majority of services will be performed through the Roseville office. Our team, comprised of 21 staff members, has dedicated their careers to the field of solid waste management, public service, and sustainability and skillfully deliver expert industry analysis and recommendations to our clients.

We provide a range of services to our clients, including:
› Negotiation and procurement assistance for collection, processing, and disposal services. › Development, implementation, and monitoring of service contracts and franchise agreements. › Financial and technical analyses of programmatic and policy alternatives. › Rate reviews and cost-of-service studies.
› Legislative compliance and audits to ensure compliance is maintained. › Zero waste planning, implementation, and 5- and 10-year updates to zero waste plans based on progress and necessary pivots.
› Operations and performance reviews.

Franchise Agreement Development, Procurement and Negotiations Assistance The R3 team provides a variety of franchise agreement development, negotiation and procurement assistance services for our clients, ranging from assisting jurisdictions with “sole-source” negotiations with an existing service provider, to managing all aspects of a competitive procurement process for solid waste and recycling collection, processing and disposal services. We typically provide “full-service” procurement assistance, meaning that we work closely with our clients on all aspects of a competitive procurement.

Our franchise agreement, procurement and negotiation services include the following:
› A comprehensive, custom franchise agreement, specialized for the unique requirements of the City. › Crafting of unique programs, services, and measurement protocols with agreement terms to further the jurisdictions goals and objectives.
› Design of performance standards, incentives, and penalties related to contractor performance. › Development of annual adjustment mechanisms to the contractor compensation and user rates/fees. › Negotiation, development, and compliance monitoring of contracts and agreements. › Assistance with the technical and financial evaluation of proposals, including an evaluation of commercial collection system service options and structures. › Development and evaluation of policy and programmatic alternatives that meet specific needs. › Design of performance standards, incentives, and penalties related to contractor performance. › Development of annual adjustment mechanisms to the contractor compensation and user rates/fees. › Leadership in community and stakeholder engagement processes, including workshops, focus groups, surveys, interviews, and presentations.
› Preparation and distribution of RFP packages, including the agreement and operating contracts.

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 4 Legislative Compliance Planning and Implementation
R3 provides a full range of planning, design, implementation, monitoring, and administrative services in support of regulatory compliance with state legislation. We regularly attend in-person workshops and engage in stakeholder discussions related to Propositions 26 and 218, AB 1826 and SB 1383 and 54, both regionally and statewide. As a member of regional planning groups in California, R3 facilitates discussions with municipalities about the potential implications of AB 1826 and SB 1383 on programs and helps develop plans to prepare for the future of organics infrastructure, policy, and statewide programs. Our knowledgeable, experienced staff advise and guide our clients to ensure that jurisdictions meet and remain compliant with all current regulatory requirements and proactively plan for the demands of impending legislation. We provide a coordinated approach that is logical, cost-effective, and draws upon our operational, public policy, and public education and outreach capabilities.

Our specific legislative and regulatory compliance services include the following:
› Developing and evaluating commercial recycling and organics recycling programs, including analyzing options for program improvement and potential new programs.
› Expert testimony related to nexus fee studies.
› Identifying businesses subject to compliance with AB 341, AB 1826 and SB 1383, and monitoring and tracking covered generator compliance.
› Designing and assessing outreach materials/methods for notifying businesses of compliance options. › Developing franchised waste hauler tracking methods for reporting, outreach, and compliance monitoring. › Providing on-site waste assessments, material characterizations, and hands-on technical assistance. › Facilitating private sector diversion opportunities, including food donations and recycle/reuse vendors.

Relevant Project Experience
Since 2002, our team is proud to have served 150+ jurisdictions. On the following page, we have compiled a sample, relevant list of jurisdictions served over the last five years, and, below, is a visual representation of communities we have served throughout California.

SACRAMENTO

LOS ANGELES

SAN JOSE

SAN FRANCISCO

REDDING

BAKERSFIELD
FRESNO

MONTEREY

SAN DIEGO

PALM SPRINGS
R3 Firm Experience Legend

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 5

COMPETITIVE

PROCUREMENT

SOLE-SOURCE

NEGOTIATIONS

LEGISLATIVE

COMPLIANCE

PERFORMANCE
REVIEW

FINANCIAL
STUDY
City of Citrus Heights X X X X X
City of Cloverdale X X X X
City of Fairfield X X X X
City of Folsom X X X
City of Nevada City X X
City of Norco X X X
City of Petaluma X X X X X
City of Piedmont X X X X
City of Pomona X X X X X
City of Rancho Cordova X X X X X
City of Richmond X X X
City of Rocklin X X X
City of Rohnert Park X X X
City of Rosemead X X
City of Salinas X X X X
City of Santa Clara X X X X
City of Santa Rosa X X X X
City of Sebastopol X X X X
City of West Sacramento X X X X
City of Woodland X X X
County of Sacramento X X X X
Placer County X X
Town of Atherton X X
Town of Loomis X X X
Town of Windsor X X X
Western Placer Waste
Management Authority X X
Yuba Sutter Regional Waste
Management Authority X X
CLIENT

SERVICES PROVIDED

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 6 Project Examples

1. City of Rancho Cordova
Mr. Marc Hill, Management Analyst II
3303 Luyung Dr., Rancho Cordova, CA 95670
916.851.8821 | [email protected]
Various On-Call Consulting Services
R3 has provided various on-call solid waste consulting services for the City since 2004, including comprehensive assistance in implementing AB 939, 341, and 1826, and SB 1383 programs, procurement and negotiation assistance for contract amendments; developing mechanisms for hauler tracking and monitoring; monitoring covered generator compliance; annual reporting and grant submissions; and overseeing the contractual requirements, diversion reports, and fee payments of its residential franchised hauler and 10 non-exclusive franchised haulers.

Recently, R3 led the City’s team in procuring new residential solid waste collection services through a competitive process – yielding unanimous City Council approval of the new Agreement with Atlas Disposal, with a focus on a compliant organic collection program. Efforts included developing a request for proposals (RFP) package, evaluating proposals and interviewing contractors, analyzing rate packages, guiding the evaluation team, and presenting the results to City leadership. R3 continues to support the City with the transition of collection services from Republic Services to Atlas Disposal through regular meetings with the operations team, maintaining oversight of the contract requirements, and meeting with customer services representatives to assist with trainings, among other things.

Our team also modernized the City’s solid waste ordinance to reflect the regulatory requirements of SB 1383.

Currently, R3 is serving as solid waste support staff for the City, assisting providing ongoing assistance, guidance, and collaboration through the development and implementation of programs.

2. City of Nevada City
Mr. Dan Foss, Chief of Police
317 Broad Street, Nevada City, CA 95959
530.265.2496 x119 | [email protected]
Solid Waste Coordination Services
The City of Nevada City, population 3,112, received an exemption from CalRecycle for some SB 1383 requirements that is valid through March 1, 2027. Section 18984.12 (Waivers and Exemptions Granted by the Department) allows a jurisdiction like the City to request an exemption for up to five years if the total population is less than 7,500 people.

While the City is exempt from certain requirements of SB 1383, all jurisdictions are required to maintain an implementation record as described in Section 18984.14. R3 prepared a comprehensive overview of the City’s existing services and analyzed those services in comparison to current solid waste, recycling, and organics trends, as well as best management practices related to franchise agreement services, terms, and conditions, and updates to recent legislation (AB 341 and AB 1826). Based on this analysis, R3 negotiated and drafted updated franchise agreement language to align with current regulatory requirements, and the amended agreement was approved in early 2025.

In addition, our team developed an internal recordkeeping framework, assessed the City’s existing recordkeeping and reporting practices, and collaborated with City staff responsible for recordkeeping and purchasing to formally document current procedures. R3 also provided technical assistance to the City and its business community to increase commercial compliance with recycling and organics collection requirements. This work included establishing alternative compliance protocols, creating an ongoing site visit framework and schedule, and developing outreach materials (flyers, posters, brochures, door hangers, etc.) to support these commercial compliance efforts.

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 7

3. City of Woodland
Ms. Rosie Ledesma, Environmental Resources Program Manager 300 First Street, Woodland, CA 95695
530.661.5800 | [email protected]
Negotiation Support
The City engaged R3 in September 2024 to support the negotiation of an updated Franchise Agreement (Agreement) after our team completed a performance review of the hauler. WM’s performance tracking and associated improvements over the prior year informed the Agreement negotiations. Our team wrote a new Agreement that prioritized measurable performance standards for WM, covering customer service, operations, and public education. Notable “deal points” within the negotiation included the rollout of new technology to enforce overages and contamination, incorporating street sweeping services as a contractor-provided service, a new curbside HHW service, and rate adjustments to account for these new programs.

The process involved WM providing transparency around performance benchmarks, adjusting internal processes to match City expectations, and adjusting reporting mechanisms so that the City could have the visibility it needed to ensure performance metrics are being achieved. Negotiations were successful, and the Franchise Agreement was approved by City Council on April 15, 2025.

4. Nevada County
Ms. Stacy Manning, Senior Community Development Technician 950 Maidu Avenue, Suite 170, PO Box 599002, Nevada City, CA 95959 530.265.1524 | [email protected]
SB 1383 Implementation Support
R3 assisted the County in negotiations that led to a new solid waste agreement effective in 2019 and later supported additional negotiations to incorporate organic waste collection requirements. Our team trained Environmental Health staff on edible food recovery requirements for integration into routine site visits and inspections, strengthening cross-departmental coordination and compliance oversight. We also completed a comprehensive study of solid waste study of costs to support financial sustainability.

In addition, R3 has provided the County with regulatory implementation by conducting a countywide needs assessment and compliance gap analysis, that was then expanded into full program design and implementation assistance. Our work included drafting municipal code updates; developing waiver and exemption processes; establishing inspection, enforcement, and recordkeeping protocols; providing guidance on procurement of recovered organic materials, and conducted capacity planning. We have supported staff with annual state reporting, and SB 1383 grant reporting, facilitated countywide stakeholder meetings to gather public input, and evaluated staffing needs to help the County build internal capacity for long-term compliance.

5. Town of Loomis
Mr. Richard Ly-Lee, Town Engineer
3665 Taylor Road, Loomis, CA 95650
916.824.1518 | [email protected]
Solid Waste Coordination Services
Our team is serving the Town as an extension to staff, serving as solid waste support staff for the Town. R3 attends and represents the Town in solid waste and recycling group meetings and manages the various program-related staff work, including representing the Town during meetings with CalRecycle staff, gathering and maintaining records in preparation of completing the annual reporting for CalRecycle, assistance with grant application and report submissions, and presenting solid waste related topics to the Town Council.

Our team is actively negotiating a new franchise agreement with the Town’s current hauler to provide for ongoing compliance with SB 1383, memorialize services provided in the field, and improve efficiency and diversion of services provided.

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 8 Project Team
Katelyn Scholz, Sr. Managing Consultant, will serve as Project Lead and primary point of contact. Katelyn worked has in the solid waste industry for 13+ years, with experience deploying innovative recycling, composting and waste reduction programs. In her previous role working for a private hauler, she oversaw contract compliance for multiple franchise agreements and also led business development for the company. This means that, in addition to her consulting practice, she brings experience from the private sector in writing franchise agreements, responding to RFPs, participating in negotiations, and creating and choreographing implementation plans. At R3, Katelyn provides important support on a variety of solid waste management projects, including grants management, SB 1383 implementation, outreach program development, negotiations and competitive procurement of new solid waste collection agreements.

Carrie Baxter, Principal, has over 15 years of experience in solid waste consulting, in a broad range of operational, planning, and financial projects. She specializes in providing legislative compliance assistance to local jurisdictions for implementing or expanding programs related to organic material collection, tracking, and infrastructure development, as well as assisting in negotiating improvements and incorporating best practices into municipal codes and solid waste collection contracts. Carrie will act as project executive on this project and will assist Katelyn directly, bringing to the team her extensive experience from other similar engagements.

Nate Forst, Principal, brings over two decades of expertise in waste and recycling programs, which extends to business, non-profits, and the public sector. Nate has contributed to best practices in sustainability, helped write guidance for the Federal Aviation Administration on airport waste reduction, and has improved numerous solid waste programs through enhanced data tracking/reporting and cost-saving solid waste and circular economy strategies.

Nate will bring to this project his recent experience crafting and implementing franchise agreements through both public procurement and sole source negotiations projects.

Peggy Paulsen, Communications Director, brings 15+ years of experience with creating easy-to-understand, fine-tuned documents, establishing and adhering to branding guidelines, driving social media engagement, and designing and maintaining company websites. Peggy has a keen eye for detail and organization, which she will bring as a support for this project. Her systematic eye for consistency and comprehensiveness will be critical in the review of the deliverables for this project.

Angela Micheletti, Associate Consultant, provides important support on a variety of projects, including policy planning and implementation, negotiations and procurement, financial and rate reviews, as well as assisting jurisdictions with incorporating state regulations into their solid waste contracts. She has also conducted surveys, performed online and in-the-field data research, and compiled and critically analyzed the resulting data and findings for our clients and their communities.

Organizational Chart
The City’s core project team will be the primary, day-to-day staff responsible for this engagement. More information on our team’s experience and backgrounds can be found on the following pages. Our core project team can draw on additional staff, as needed.

KEY TEAM MEMBERS
Carrie Baxter
Principal
Nate Forst
Principal
Angela Micheletti
Associate Consultant
Peggy Paulsen
Managing Consultant

PROJECT LEAD
Katelyn Scholz
Sr. Managing Consultant

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 9 About
Katelyn Scholz has worked in the solid waste industry for 13+ years, with a background in deploying innovative recycling, composting and waste reduction programs. She has experience in the private, public and non-profit sectors, forging meaningful partnerships to advance sustainability goals. In her previous role at Mill Industries, she led municipal partnerships, where she assessed opportunities for the new technology in community settings, project managed pilot programs, and served as the company’s subject matter expert. Prior to Mill Industries, Katelyn worked for the GreenWaste Recovery family of companies. She began working with GreenWaste of Palo Alto in an outreach capacity. Katelyn oversaw and coordinated the implementation of public education and outreach programs, conversion to fully-automated collection routes, and extension of collection agreements. As she moved to the corporate office, she became responsible for companywide sustainability practices and impactful community engagement. Katelyn also led business development and municipal procurement efforts, which provided a breadth of experience in public procurement processes.

As a Sr. Managing Consultant for R3, Katelyn provides important support on a variety of solid waste management projects, including grants management, SB 1383 implementation, outreach program development, and negotiations/procurements of new collection agreements.

Education & Certifications
» Bachelor of Science in City and Regional Planning, Cal Poly, San Luis Obispo Katelyn Scholz
Sr. Managing Consultant, Project Lead
Relevant Experience
» Negotiation and On-Call Support | City of Woodland
Recently completed contract negotiations, which included developing a new agreement that prioritized measurable performance standards for the contractor covering customer service, operations, and public education. Notable deal points included the rollout of new technology to enforce overages and contamination, incorporating street sweeping services as a contractor-provided service, a new curbside HHW service, and rate adjustments to account for these new programs. Kate provided on-call services once negotiations were complete to support the transition in agreements and supported the City’s Prop 218 noticing process.
» Various On-Call Consulting Services | City of Rancho Cordova Currently assisting with residential/commercial agreement administration, which includes conferring regularly with the haulers and City staff. She is working to modify the existing non-exclusive franchise agreements to achieve greater diversion, tracking, and compliance from the various service providers within the community. With the residential hauler having newly taken on the franchise agreement this year, she is supporting City staff in tracking and requiring hauler compliance with the franchise agreement, and collaborating on establishing process for improved communication and reporting. » Solid Waste Coordination Services | City of Nevada City Led negotiations for a new franchise agreement, including designating a clear collection and processing pathway for clean green waste and incorporating a localized food waste management program to support community-based solutions. She is currently clarifying current commercial compliance with AB 1826 and establishing a process for ongoing monitoring for businesses with recycling or organics waivers and alternative compliance. She leads contract management of hauler programs, including guiding the transition in services with the new agreement, and manages all coordination with CalRecycle. » Negotiation Support | City of Rocklin
R3 has been engaged to negotiate a contract extension to modernize the agreement, memorialize services provided in the field, and incorporating SB 1383-compliant reporting and route review requirements. For this project, Katelyn maintains the schedule for negotiations, drives data collection and sharing, and proposes service solutions and contract language to meet mutually agreeable terms between the parties.
» Solid Waste Coordination Services | Town of Loomis
Katelyn is currently supporting the negotiations for a contract extension in order to provide ongoing SB 1383 compliance, memorialize services provided in the field, and improve efficiency and diversion of services provided. She drafted the agreement amendment, and is spearheading a data-collection process to gain information on services currently in the field to inform service needs from a longer term agreement.
» Outreach Coordinator / Outreach Manager | GreenWaste of Palo Alto* Kate served as the primary liaison with City of Palo Alto staff and vital community organizations. She planned and oversaw outreach efforts and tracking plans for Recycling and Composting Ordinance implementation in the commercial and multi-family sector. She created and administered outreach programs for major residential service transitions, including food scrap collection and fully automated collection, identified waste reduction and recycling opportunities for residents, businesses, schools, and special events via hands-on waste audits, site walks, training sessions and community events. *denotes completion with prior organization

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 10 Relevant Experience
Carrie Baxter
Principal, Project Executive
About
Carrie Baxter has over 15 years of experience in solid waste consulting, leading operational, planning, and financial projects for jurisdictions throughout California, with a primary focus on Northern California communities. She specializes in providing legislative compliance and assists agencies in implementing state regulatory requirements, negotiating and updating collection agreements, and incorporating best practices and evolving state legislation in their municipal codes and collection agreements. Carrie has significant experience managing competitive procurements for collection and processing services, including development of procurement documents, proposal evaluations, and negotiation support, along with providing financial analyses, diversion incentive development, and community and stakeholder engagement.

She also routinely supports jurisdictions with ongoing program administration and contract performance oversight, including operations and performance reviews, billing and reporting systems evaluation, on-site route audits, benchmarking, and rate surveys. More recently, her work has expanded to include SB 1383 implementation support, edible food recovery coordination, organics procurement compliance grant and reporting oversight, and interim optional management support for local agencies.

Education & Certifications
» Bachelor of Science in Organization, Leadership & Management, University of San Francisco » Procurement Assistance and On-Call Consulting Services | City of Rancho Cordova Carrie has managed the City’s programs for compliance with state legislation, supported outreach and education efforts to all covered generators, reviewed and revised the City’s municipal code, and worked with businesses and local jurisdictions for regional collaboration for edible food recovery. She led the team in developing a request for proposals package, evaluating proposals and interviewing contractors for a new residential franchised hauler. This included presentations for stakeholders, reviewing best and final offers, and analyzing fiscal impacts to residents. » Procurement Assistance | Cities of Beaumont, Eastvale, El Cajon, Half Moon Bay, Norco, Rohnert Park, San Juan Capistrano, Santa Clarita, and West Sacramento, Santa Clara County, Zero Waste Sonoma, and California State Polytechnic University at Pomona Carrie was responsible for developing RFP packages, which included a draft franchise agreement with current solid waste and recycling/organics trends, best management practices related to both franchise agreement services and terms and conditions, and updates based on recent and upcoming legislation. She provided an unbiased summary of the received proposals and a side-by-side comparison to aid the evaluation committee in their review. » Solid Waste Coordination Services | Town of Loomis
Over the past two years, Carrie has supported the Town with a variety of services, including submittal of annual CalRecycle reports, oversight and reporting for grants, and review of compliance and administration of solid waste programs. She assisted with two agreement amendments, municipal code updates, and the review of annual rate adjustment applications. She developed a plan to meet the procurement requirements of organic waste products and oversaw the development of a C&D review program. Currently, she is helping to negotiate a new long-term collection contract that addresses shifts in collection services if the Town loses its SB 1383 low population waiver during the term of the agreement. » Procurement Services | City of Rosemead
Carrie developed and presented to City Council an RFP package that addressed the challenges of SB 1383 and the shortterm needs for a new or negotiated contract. The package included a draft franchise agreement with the latest solid waste and recycling/organics trends and legislation and best management practices related to both franchise agreement services and terms and conditions. Carrie led the team through weekly updates, reviewing the five received proposals, scheduling and conducting interviews, preparing questions, and drafting summaries of the received proposals and staff report for presentation to City Council. After presenting the evaluation team’s findings and requesting direction, she assisted with negotiations for the final awarded contract.
» Negotiation and Legislative Compliance Plan Support | City of Fairfield Carrie has supported the City with identifying legislative requirements and action items for the City and Republic; reviewing Republic’s residential organics waste plan for composting 100% of source-separated green and food waste from residential premises in the calendar year 2020 and beyond, as per a 2016 Amendment to Republic’s Agreement; developing a Legislative Compliance Plan, including updates to City Council on the compliance requirements of AB 341, AB 1826, and AB 1594, as well as the draft regulation requirements of SB 1383. She reviewed the City’s collection agreement and recommended revisions to contract language to incorporate legislative requirements and improve the efficiency, safety, and overall cost-effectiveness of existing operations. Carrie also participated in negotiation meetings, clarified deal points, and addressed comments from the City and their attorneys. Her focus was primarily on clarifying services and cost, and incorporating proposed services into the final contract.

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 11 Relevant Experience
Nate Forst
Principal, Project Support
About
Nate Forst is a Principal at R3 with two decades of experience developing and implementing solid waste, recycling, and sustainability strategies for public agencies, private companies, and mission-driven organizations. He helps clients navigate complex operational and policy challenges with a focus on clear analysis, actionable strategy, and practical implementation. His work includes advising clients on infrastructure development and circular economy initiatives, helping ensure their investments support environmental goals, comply with regulations, and deliver lasting value.

Nate has contributed to national best practices, including authoring airport waste reduction guidance for the Federal Aviation Administration, and has led impactful zero waste and materials management initiatives for communities and organizations throughout the Western U.S. and beyond. Prior to joining R3, Nate served as a Sustainability Consultant with AECOM and was Co-Founder of Tomolla Consulting, where he supported clients including Google, Nike, the Port of Portland, US EPA, Starbucks, and multiple international airports.

Education & Certifications
» Master of Business Administration, Sustainability Emphasis, Portland State University » Bachelor of Liberal Arts, Washington University in St. Louis » Competitive Request for Proposals Procurement Process (RFP) & Transition Services | City of Sebastopol Nate helped conduct all aspects of the RFP procurement process for the City, assisting with development of the RFP all the way through to award of the final contract. Throughout the process, he and team worked closely with City staff and the City Council’s ad-hoc committee, offering personalized support, facilitating multiple onsite meetings, and ensuring alignment across stakeholders groups. Nate also played a key role in coordinating scoring, facilitating proposal evaluations, and supporting the final selection process. Following the award, he managed the hauler transition for eight months under challenging circumstances, guiding the process with steadiness and a focus on collaboration. His approach ensured a smooth changeover and an outcome that was successful and well received by the City. » Competitive Procurement Process and Materials Management Assistance | Lawrence Berkeley National Lab Nate led R3’s advisory process for a competitive procurement process, via Requests for Proposals, as well as materials management support for the Lawrence Berkeley National Laboratory. Specifically, Nate provided input and guidance on the Lab’s preexisting goals for waste reduction, while assisting the Lab to adapt to new regulatory conditions and changing market.

This included extensive waste-pathing and review of onsite collection and disposal systems, advising on source separated material recovery, and providing a list of near term and long-term actions to improve materials management at the Lab. » Solid Waste Hauler Transition and Integration Assistance | City of Glendale Guided the City in a complex transition effort to a districted exclusive franchise system. Initially, Nate led efforts to evaluate and compare the provided hauler transition plans to identify strengths and weaknesses, and any gaps that could potentially prevent fulfillment of City objectives and develop a single, comprehensive plan to ensure a coordinated effort among City staff and the haulers. He then coordinated and led regular meetings with the City and the haulers for more than two years to review progress and ensure completion of necessary tasks associated with the transition plan and ongoing integration of the new system, including adaptation to new regulations such as the roll out of SB 1383 and associated outreach and education. » Competitive Request for Proposals Procurement Process (RFP) Procurement Process | Lane County, OR Nate led efforts to develop and conduct the RFP process to identify candidates capable of the design, build, and operation of new material recovery facilities in Lane County. He spearheaded efforts to find and select qualified firms positioned to help the County increase recovery of targeted materials, both in loads delivered directly to the facility and loads entering the facility via County transfer stations. In addition, he specifically designed the RFP process to ensure proposers were capable of meeting the County-wide goal of 63% landfill waste diversion by 2025 and ambitious statewide greenhouse gas reduction goals. Nate oversaw ongoing all county meetings, developed and delivered interview questions for proposers, completed background research and reference checks, and provided key support for the candidate interview process. » SB 1383 Compliance Support and Request for Proposals (RFP) Procurement Evaluation | City of Banning Led R3’s efforts to identify and evaluate the proper third-party assistance for meeting the City’s procurement requirements related to SB 1383 via direct City activities and private services. This involved the development of two separate RFPs related to selection of an engineering firm to identify City-usage and possible application of compost/mulch on City managed lands, and selection of a firm to help identify private landowners/ranchers or similar private parties that could use compost/mulch including exploring delivery options for said materials.

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 12 Relevant Experience
Peggy Paulsen
Managing Consultant, Project Support
About
Peggy Paulsen is an experienced and certified Marketing & Communications Director, bringing twelve years of experience in organizing data, brand management, social media engagement, designing and maintaining company websites, and producing professional services proposals.

She is a very energetic and creative person with a keen eye for detail and organization, and leads all marketing and communications efforts for R3 and contributes to the growth, leadership, and overall strategic direction of the organization.

With her expertise in fine-tuned information design, Peggy regularly collaborates to develop visually appealing, easy-to-understand graphics and outreach materials to help engage and educate communities about new legislation such as AB 1826 and SB 1383.

She designs customizable forms, brochures, newsletters, and presentations, as well as personalized maps, infographics and logos, and event posters and flyers. Additional areas of expertise includes report and presentation organization, creation, preparation, and execution, quality assurance, and social media marketing.

Education & Certifications
» Bachelor of Business Administration, Emphasis on Communications, National University » Certified Professional Services Marketer, Society for Marketing Professional Services » On-Call Consulting Services | Cities of Anderson & Brentwood R3 has provided legislative compliance support to City of Brentwood since 2017 and for the City of Anderson since 2024. For both cities, Peggy recently designed custom mailers to be distributed throughout the communities - to both residential and commercial/MFD customers - on the topic of organic waste diversion and collection, as well as edible food recovery. » SB 1383 Implementation and On-Call Assistance | City of Citrus Heights Collaborated on the development of SB 1383 outreach and educational material. She also recently designed and created the public Proposition 218 notice. This resulted in a full bleed, full color postcard, and was delivered to 25,000 residential accounts. The public hearing for the solid waste rate increase was held in January 2022 and was approved with less than 50 protests. In addition, she updated the City’s website, to educate and engage customers to sign up for organic collection. » Solid Waste Coordination Services | Town of Loomis
For the past three years, our team has supported the Town with various solid waste coordination services, including a review of compliance, reporting, and administration of the Town’s solid waste programs. As a part of this engagement, Peggy provided outreach support to the Town for their mandatory Proposition 218 Noticing process, and developed a customized Food Waste Prevention At Home flyer for display in Town Hall and for distribution to the community. » Various On-Call Consulting Services | City of Rancho Cordova Recently supported the implementation of outreach and education efforts for ABs 341, 1826, and SB 1383 to all covered generators and residents. She designed the Alternative Service Compliance and Exemption Waiver, crafted new SB 1383-compliant website language, and reviewed the City’s Annual Outreach Plan for clarity and conciseness. » SB 1383 Program Development and Public Outreach | Nevada County & City of Grass Valley Assisted in distinguishing the similarities and differences between the responsibilities of County and City, and combining into an easy-to-read, comprehensive report, as they relate to an SB 1383 program and implementation plan that will fulfill legislative compliance. She also updated website language and aimed to educate and engage the County’s and City’s target audience to be following Article 4 of SB 1383 requirements. For the City of Grass Valley, she designed and provided content for an entirely new solid waste page on the City’s website. » SB 1383 Compliance and On-Call Assistance | San Benito County Our team is currently assisting with comprehensive support in all aspects of their waste management program. Peggy provided support in the form of collateral creation for county-wide distribution. She designed an organics facility map, illustrating locations and providing contact information for county-approved facilities; a “Donating Extra Food” sticker, with information on how businesses can be a part of ongoing edible food recovery efforts; and also provided content for social media posts. » Proposition 218 Public Noticing | Cities of Hercules, Lakeport, Monterey Park, Pomona, Redlands, Rosemead, Sonoma, & Vallejo; Counties of Santa Clara, Sonoma, & Merced; Town of Loomis Peggy has provided guidance, support, and recommendations for best practices for various jurisdictions with their required Proposition 218 public noticing process for its solid waste rate increases - regarding SB 1383 requirements and associated rate adjustments. Peggy has drafted a wide variety of custom notices, depending on community demographics and needs, ranging from simplified postcards to fully detailed 8-page booklets with four languages.

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 13 Relevant Experience
Angela Micheletti
Associate Consultant, Project Support
About
Angela Micheletti combines her background in geology with her passion for research and data analysis to work with local governments in reducing and better managing their waste streams.

She has a strong background in assessing environmental impacts, engaging others in action - without hindering performance - to obtain measurable results. She is research-oriented and focused on providing client-centered service, accurate collection of data, and high-quality report writing.

As an Associate Consultant for R3, Angela provides important support on a variety of solid waste management projects, including policy planning and implementation, grant reporting, negotiations and procurement, financial and rate reviews, as well as assisting jurisdictions with incorporating state regulations into their solid waste contracts. Additionally, she has conducted surveys, performed online and in-the-field data research, and has compiled and critically analyzed the resulting data and findings for our clients and their communities.

Education & Certifications
» Bachelor of Science in Geology, University of California, Davis » Competitive Procurement Assistance | City of Rosemead Assisted with the competitive RFP process and the creation of a new franchise agreement. She created a list of services provided by the City, after reviewing current agreement to ensure those services were being transferred over to the new agreement. In addition, she helped draft a staff report for the City Council meetings that included a rate comparison of the surrounding jurisdictions. She supported the interview process with the proposed haulers and attended City Council meetings. » Negotiation Support and Options | County of Santa Clara Assisted the County with an extensive review of the proposals submitted for the County’s facilities and was involved with the interview process. As a part of the RFP process, she read through proposals to help provide key-determining factors of each hauler and if they would cover all the aspects the County required in the RFP. She also conducted a rate survey by researching surrounding jurisdictions garbage collection rates and helped determine recommendations for the next steps While negotiations for the new hauler were underway, she begun work on an Outreach project that educated the facilities’ staff on the three-container system and the importance of recycling. » On-Call Solid Waste Consulting Services| City of Rancho Cordova Supporting the City with CalRecycle grant reporting, edible food recovery support, electronic annual report assistance, recordkeeping of the implementation record, and commercial agreement administration. She regularly communicates with the City in monitoring grant expenditures and follows up with grant projects to ensure progress is being made. She has completed the City’s EAR annually which includes gathering data from all exclusive and non-exclusive garbage haulers and consolidating various program descriptions.
» Solid Waste Coordination Services | Town of Loomis
Over the past three years, our team has supported the Town with solid waste coordination services, including review of compliance, reporting, and administration of their solid waste programs. As a part of this engagement, Angela assisted with CalRecycle grant reporting and administration of grant funding. She has completed the electronic annual report for the Town and attends regular solid waste group meetings representing Loomis. As part of the meetings, she collaborates with other Placer County jurisdictions’ to develop outreach methods and materials to County residents. » On-Call Consulting Services | City of Citrus Heights
Angela has supported edible food recovery efforts by contacting edible food recovery organizations and Tier 1 edible food generators, as well as conducting site visits to confirm compliance with SB 1383 requirements. She led the efforts to contact multi-family complexes to confirm alternative compliance with the municipal code, which included ensuring landscaping companies were disposing their yard waste correctly. In collaboration with Sacramento Food Bank & Family Services, she organized a Sacramento County-wide survey to provide up-to-date information for all food recovery organizations within the area. She also reviewed and verified that the franchise agreement is current with SB 1383 regulations. » Master Services Agreement | City of Woodland
Angela manages ongoing OWR4 reporting by coordinating the collection of required financial documentation, tracking grant expenditures, reviewing reports for accuracy, and drafting detailed narratives describing how grant funds were used to support the City’s solid waste and organics compliance efforts. In addition, she supports SB 1383 implementation recordkeeping by maintaining documentation, tracking program activities, and ensuring records are prepared in a manner consistent with CalRecycle enforcement requirements.

2. FIRM QUALIFICATIONS
& PROFILE

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 14

3. PROJECT METHODOLOGY
Background
The City of Portola (City) is poised to collaborate with an experienced consulting services firm to update and modernize its exclusive Franchise Agreement for solid waste services. This exercise will begin with a comprehensive review of both the City’s existing Franchise Agreement as well as the City’s existing solid waste ordinance.

Since the adoption of the existing Agreement, state law has evolved and placed mounting requirements on jurisdictions relative to solid waste. In 2014, AB 1826 was signed, requiring businesses to recycle their organic waste starting April 1, 2016, depending on the amount of waste they generate per week. In 2016, California adopted Senate Bill 1383 which mandated local jurisdictions to implement a variety of new programs and services intended to divert organic waste materials away from landfill disposal. The primary objective of the law is to reduce the release of methane generated by decomposition of organic materials in landfills.

The City qualifies for an exemption as a rural jurisdiction under AB 1826 and has secured a low population waiver under SB 1383, relieving the City of organics collection requirements. Despite the City’s reduced requirements when compared to other jurisdictions, it is imperative to understand what operational and administrative processes may need to be incorporated into the City’s guiding documents. Each community brings its own opportunities and challenges, based on their current state of compliance, the status of their Franchise Agreement(s), and the residential and business community’s reception of the changes in service - among other factors.

Over the past two decades, R3’s project team has developed a unique level of relevant experience and knowledge of solid waste solutions that can help deliver the programs and policies that the City needs. R3’s team has backgrounds ranging from public sector executives, private hauler and processor operations, financial administration, non-profit leadership, and marketing and outreach management. The team selected for this project cover the full range of skill sets needed, and R3 will always tap into the broader team, as applicable, to ensure the best resources are made available for the task at hand.

The needs detailed within this scope fit squarely in R3’s core strengths, as have been refined and perfected over the past 20+ years. Further, with each new project, regulation, and client need, R3 has been expanding its skill set to meet the evolving solid waste world.

Scope of Work
Task 1 Kick-Off Meeting
Upon authorization to proceed, R3 will facilitate a kick-off meeting with staff from the City and its consultant.

The meeting will provide an opportunity to review the project objectives, R3’s project approach, schedule, and data availability. The kick-off meeting will serve to set the expectations, project responsibilities, milestones, and timeline for the Scope of Work and establish the best means for ongoing communication and collaboration between R3 and the City for the duration of this engagement. One item of importance for discussion during the kick-off meeting will be how R3 and the City’s staff will work collaboratively to ensure that this project provides the best possible outcomes for customers and ratepayers, while still achieving meaningful compliance with the law.

After the kickoff meeting, R3 will provide meeting minutes, including notes, schedule, and milestones.

Ongoing coordination will continue throughout the project through virtual meetings, schedule updates, and/ or status updates. During or after the Kick-Off Meeting, R3 will develop an information request from the City to ensure we are working with current and accurate information throughout the project.

3. PROJECT METHODOLOGY

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 15 To provide the most cost-effective services, and as outlined in the RFP, we have budgeted for many meetings to be virtual, including regular check-in meetings with the City’s staff. This approach has proven to be very successful in other similar engagements. Additional costs will be incurred for required attendance at in-person meetings. R3 will seek staff approval of additional costs before they are incurred.

Task 1 Deliverable
– Electronic memorandum providing meeting minutes, including notes, schedule, and milestones.

Task 2 Compliance and Needs Assessment, Municipal Code and Franchise Agreement
R3 will assess low-population SB 1383 compliance, as well as current California waste industry best practices and regulations, beginning with an initial assessment of the City’s current operations with respect to the requirements mandated by applicable regulations. Through evaluation of the existing enforcement mechanisms (franchise agreement and the Solid Waste Ordinance) and collaborative meetings with the City, R3 will perform an analysis to determine if there is a gap in compliance.

To conduct this review, R3 will draw on our recent experience renegotiating and conducting a competitive procurement process for SB 1383 compliance solid waste collection agreements in many California cities, as well as our work for CalRecycle reviewing and preparing case studies on SB 1383 compliant programs and agreements.

Using our extensive knowledge of regulatory compliance requirements for state laws (ABs 939, 1594, 1826 & 341, and SB 1383), which has been developed during the course of working with dozens of municipal clients, R3 will develop a concise set of findings and recommendations regarding the City’s needs for compliance with these laws.

In developing findings and recommendations, R3 will carefully consider the types of programs, actions, data tracking, and reporting that should be included in the franchise agreement versus the types of programs, actions, data tracking and reporting that the City would maintain responsibility for completing on its own. R3 is keenly aware of the types of activities that operators are well-suited to undertake (and those they are not) while also acknowledging that there are certain responsibilities that the City must undertake as its own core set of regulatory responsibilities.

Our analysis will be consolidated in an electronic memorandum summarizing the required subject area changes that will need to be implemented in the Franchise Agreement and / or the Solid Waste Ordinance. It will include the information gathered during the assessment and will be provided for consideration, along with a table that will ultimately serve as a reference guide identifying the following:
› Reference section number and summarized language from SB 1383 (or other applicable regulation) for each requirement that must be addressed:
• Which document needs to be updated.
• Sample language to account for needed changes.
› Assessment of current status or actions.

The findings and recommendations resulting from this analysis will guide the development of both the Solid Waste Ordinance and the Franchise Agreement.

Task 2 Deliverable
– Electronic memorandum summarizing recommended revisions to the current Franchise Agreement and Solid Waste Ordinance.
– Workbook reference guide.

Task 3 Solid Waste Ordinance Updates
SB 1383 requires updates to enforcement mechanisms, such as municipal codes and ordinances, of every jurisdiction in California, which includes:
› Requirements for self-haulers, edible food commercial generators, food recovery services and organizations, and all organic waste generators (including reporting and documentation, edible food recovery, etc.). › Penalties for non-compliance and the mechanism for assessing such penalties. › Enforcement of CALGreen construction and demolition debris recycling requirements and container design requirements.

3. PROJECT METHODOLOGY

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 16 › Model Water Efficient Landscape Ordinance, Title 23, Division 2, Chapter 2.7 of the California Code of Regulations.

R3 will analyze and document the City’s current level of preparedness for SB 1383 specifically regarding City Ordinance Updates by reviewing the City’s Municipal Code Chapters 8.04, 8.05, 13.40, and 15.04.

Additionally, the municipal code will need to be updated to reflect updated requirements and expectations of the franchisee (in accordance with the franchise agreement), and any related requirements of generators as they relate to the solid waste system.

R3 will meet with the City and its consultant to discuss revisions to the municipal code. Recommended updates to the City ’s municipal code will be provided to the City in tracked changes, after which R3 will be available to discuss the updates, via videoconference/teleconference, with the City. R3 will then revise the municipal code to reflect the comments provided by the City.

Task 3 Deliverable
– Revised draft of City’s Municipal Code Chapters 8.04, 8.05, 13.40, and 15.04.

Task 4 Develop a New Solid Waste Franchise Agreement
Using our experience bringing California municipalities into compliance with CalRecycle requirements, and with our understanding of recent State legislation, we will advise the City on the latest solid waste trends as it pertains to both franchised services and Agreement development. This information will be discussed during our kick-off meeting, as well as in follow-up correspondence with the City.

Task 4.1 Hauler Negotiation Meeting(s)
In order to best understand current implementation by IMD, challenges and opportunities that IMD has identified, and the possibility for ongoing engagement with IMD. This task will include meeting with the City beforehand to confirm our approach for the negotiations, including, but not limited to, the City’s desired approach for future adjustments to programs, rates, or regulatory obligations. R3 proposes holding a meeting between R3 and IMD, followed by a de-brief with City staff and its consultant. This step is added to ensure there is alignment on the best path for moving forward relative to a long term service provider.

Task 4.2 Standalone Franchise Agreement Draft
R3 will draft the new Agreement, incorporating the information gathered in prior tasks. Because we are currently developing similar agreements for several clients, we can include the current industry standards and best practices for items such as performance bonds, indemnification, insurance, liquidated damages, and reporting and record-keeping requirements. The new Agreement will also include detailed performance requirements that establish minimum service standards that are both quantifiable and easily measured to verify compliance.

R3 will work with City staff to determine the best combination of solid waste collection and recycling programs for residential and commercial customers. The primary objective of this Task is to develop a “short list” of program alternatives.

The programs and issues may include, but not be limited to, the following:
› Sustainable rate structures for residential and commercial garbage collection to promote recycling and green waste diversion.
› Availability/location of recyclables processing facilities and customer contamination vs. processing capabilities. › Compliance with AB 939, AB 341, and AB 1826, and SB 1383. › The use of new or used containers (existing) and collection vehicles. › Additional services, such as bulky item collection, for single-family residents. › Financial incentives for the franchisee to increase recycling, and / or penalties for failure to meet specified diversion requirements.
› Waste reduction, recycling, and education programs and strategies for multi-family complexes and residents. › Household Hazardous Waste, E-Waste, and U-Waste collection, disposal, and recycling alternatives. › Provision of solid waste collection and recycling services to City offices, parks, and facilities. › Public education and community outreach programs.

3. PROJECT METHODOLOGY

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 17 › Site visits and technical assistance for commercial customers.

Task 4 Deliverable
– Revised draft of Franchise Agreement
Optional Tasks
Task 5 Sole-Source Negotiation Support (Optional)
The City’s current Agreement with IMD expires on December 31, 2027. R3 will work with City staff and IMD to establish key “deal points” that would provide the framework for negotiations. R3 will track changes within the Agreement, with review and involvement of City staff and IMD. R3 will present the Draft Agreement to City Council for consideration of approval.

The deal points may include matters such as:
› Rate adjustments (to cover programs, franchise/vehicle impact fee payments, reimbursement for the negotiation process, etc.) to be provided by IMD as a condition of a new Agreement. › Addition of new/expanded recycling or organic waste programs and services. › A schedule for concluding / terminating the negotiation process, to allow the City to pursue a competitive proposal process if needed.

R3 will lead the negotiation team throughout the negotiation process. This will include meeting preparation, agendas, attending meetings with City staff, preparation of negotiation session agendas, and attendance at negotiation sessions (remote). During the negotiation process, R3 will review and analyze cost and program data presented by IMD.

To the extent required, written responses will be prepared and presented. In addition, we will maintain a journal of items under discussion and items that have been agreed upon. We will also monitor and track proposed changes to the Agreement to maintain an “audit trail.” We will meet regularly with City staff during the negotiation process.

Task 6 Procurement Support (Optional)
Should the City and IMD either not reach an agreement by the agreed-upon time, or the City independently determine the time is appropriate for a competitive public procurement, then R3 and lead a complete public procurement process. R3 is providing a brief outline of that optional Task and can provide additional details regarding the full scope of this project upon request.

Our approach to conducting procurement projects is structured and orderly and follows a well-tested methodology.

The draft agreement created in the project scope will be included as part of and in conjunction with the RFP packet that R3 develops. Proposers will be required to identify exceptions they take to the draft language and offer acceptable alternative language for the City’s consideration. The City will not, however, be required to accept any proposed exceptions.

R3 will also provide the following services as part of the procurement process:
› Developing a list of haulers to receive the RFP.
› Assisting the City staff in preparing written responses to questions submitted regarding the RFP and preparing addenda as necessary.
› Conducting a technical evaluation of proposals and work with, but not part of, the Evaluation Team. › Participate for and arrange an interview with proposers. › Support City staff in their negotiations with selected proposers. › Support City staff as they prepare staff reports and presentations. › Support City staff in finalizing the resultant agreement with the selected proposer. › Support City staff in presenting recommendations to the City Council For additional flexibility, R3 is also presenting the optional task of the standalone RFP package (RFP document alongside the draft Franchise Agreement) rather than the complete scope of Procurement Support. So that the City can be prepared with the full RFP package regardless of the path with which the City decides to move forward.

3. PROJECT METHODOLOGY

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 18

4. PROPOSED FEES
Per the RFP, the proposed fee has been included separately from the other contents of this proposal.

4. PROPOSED FEES
separate pdf

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 1

4. PROPOSED FEES
R3 proposes to complete Tasks 1-4 for a total, not-to-exceed fee of $59,920. Should the City elect to proceed with the optional tasks, R3 will complete Tasks 1-6 for a total, not-to-exceed fee of $174,995.

Table 1, below, shows the total fee breakdown by task. Additional consulting services beyond those proposed will be charged at the standard rates shown in Table 2, on the following page. Fees for work completed will be billed monthly at the first of each month, for the preceding month, and are due within 30 days of the invoice date.

R3 structures negotiations, competitive procurements, and resulting solid waste agreements to ensure that City costs associated with the process can be fully reimbursed by the selected contractor. Regardless of whether the City proceeds through direct negotiations or a competitive RFP process, R3 specifically recommends incorporating provisions requiring the awarded contractor to reimburse the City for costs incurred in conducting negotiations or procurement activities, as well as contractor transition support.

These reimbursement provisions are customary in solid waste procurements and are regularly accepted by contractors. Incorporating this structure allows the City to recover both internal staff time and consulting expenses associated with the procurement effort, minimizing fiscal impacts while ensuring a thorough and defensible process.

Table 1: Fee Breakdown by Task
TASK

STAFF MEMBER

HOURS TOTAL
Katelyn
Scholz
Carrie
Baxter
Nate
Forst
Peggy
Paulsen
Angela
Micheletti
Sr. Managing
Consultant Principal Principal Managing
Consultant
Associate
consultant

1. Kick-off Meeting 4 2 2 - - 8 $ 2,420

2. Compliance and Needs
Assessment 10 2 4 - 10 26 $ 6,540

3. Solid Waste Ordinance
Update 40 4 8 6 12 70 $ 18,340

4. Develop a New Solid Waste
Franchise Agreement 80 8 12 10 12 122 $ 32,620
TOTAL, TASKS 1-4 226 $ 59,920

OPTIONAL TASKS

5. Sole-Source
Negotiation Support 30 15 25 - 10 80 $ 23,400

6. Procurement Process 90 40 60 10 25 225 $ 64,875

7. RFP Package Only 48 10 20 10 8 96 $ 26,800
SUBTOTAL, TASKS 5-6 401 $ 115,075
TOTAL, TASKS 1-6 627 $ 174,995

4. PROPOSED FEES
separate pdf
6a.
6b.

City of Portola | Solid Waste Franchise Agreement & Solid Waste Ordinance 2

CLASSIFICATION RATE
Principal / Sr. Director $ 340 per hour
Director $ 305 per hour
Sr. Managing Consultant $ 265 per hour
Managing Consultant $ 240 per hour
Sr. Consultant $ 220 per hour
Consultant $ 200 per hour
Associate Consultant $ 185 per hour
Expert Witness 1.5x Rates Listed Above

REIMBURSABLE COSTS
Consultants/Subcontractors Cost plus 10%
Lodging and Meals Direct cost
Travel — Private or company car At Current Federal Rate Travel — Other Direct cost
Delivery and other expenses Direct cost
Table 2: Standard Rates

4. PROPOSED FEES
separate pdf

March 5, 2026
Kristen Schiavone
Administrative Services
35 Third Ave
Portola, CA 96122
Re: Proposal to provide Consulting Services: Solid Waste Franchise Agreement and Solid Waste Ordinance
Ms. Kristen Schiavone:

In response to your RFP dated January 15, 2026, we hereby submit our proposal to provide consulting services. We have read the RFP scope of work and deliverables and based on our experience and expertise, we are quite comfortable that we provide the City with a high-quality solid waste franchise agreement and updated solid waste ordinance.

Vedauwoo Resources, LLC is the successor company to Sloan Vazquez McAfee (SVM). Our expertise includes financial reviews; disposal and recycling contract analysis and development; rate adjustment reviews; collection, transfer, and processing operations analysis; waste composition and characterization studies; and infrastructure and system feasibility studies. Together, the firm’s partners have over 65 years of wide-ranging expertise and experience in municipal waste management and recycling.

We bring to the City our extensive experience in conducting financial audits for contract compliance for both commercial and residential haulers. Our team has developed the tools and strategies required to complete effective, timely audits. This experience includes strategically reviewing contractual documents; requesting the targeted data and financial/operational reports from the haulers necessary to streamline the process and obtain accurate, thorough data; conducting thorough site visits; and, following up with haulers regarding findings. Throughout this process, our team coordinates and communicates with City staff to ensure the City-specific objectives are met and that the resulting report achieves all of the City’s goals for this process.

The following are a few examples of our recent experience:

City of Diamond Bar
The City of Diamond bar engaged SVM to conduct a performance review of the two franchise haulers, Waste Management and Valley Vista Services. SVM completed the performance review which included review of haulers’ gross receipts, service levels, billing accuracy, and diversion requirements.

Subsequently, the City of Diamond Bara engaged SVM to conduct an exclusive competitive negotiation with the City’s franchise haulers through a competitive proposal process. This required the full development of a franchise agreement. The procurement process resulted in significant savings to the city’s residents and businesses, and it brought the City into compliance with SB 1383.

City Palm Springs
The City of Palm Springs engaged SVM to conduct a performance review of the franchise hauler. SVM completed the performance review and developed several recommendations for the City to address in upcoming negotiations. SVM was also engaged to review the 2017/2018 and then the 2019/2020 rate adjustment applications as submitted by the franchise hauler. SVM review resulted in the correction of rates and in a significant credit to the ratepayers due to miscalculation of rates.

We are ready, willing, and able to perform the proposed services and prepared to commence a process that will successfully complete this performance review. As the principal of Vedauwoo Resources, I will personally serve as the project manager and main point of contact. I may be reached as follows.

Cell: 714.348.6350
[email protected]
Thank you for your consideration.

Best Regards,
Joe Sloan
Principal
Vedauwoo Resources, LLC

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1. FIRM QUALIFICATIONS AND PROFILE

EXPERIENCE
Vedauwoo Resources LLC is a municipal solid waste, recycling, and organics services consulting firm. Our team works to maximize solid waste and recycling programs, develop and procure high-value franchise services, optimize system design and performance, ensure contract compliance, and deliver measurable results for public and private entities. As a successor company to Sloan Vazquez McAfee, the firm has over 60 years of wide-ranging expertise and experience in municipal waste management and recycling.

Vedauwoo Resources provides solid waste and recycling advisory services to both public and private sector solid waste and recycling enterprises throughout the United States. Our firm provides a unique perspective as all our staff members have worked in the industry and possess firsthand expertise and working knowledge of solid waste and recycling program
management and service delivery.

Vedauwoo Resources has provided consulting services for numerous municipalities and private organizations evaluating all aspects of solid waste management. Our firm has comprehensive knowledge of Federal, State, and local regulations and industry best practices and provides our clients with extensive experience in the development and analysis of solid waste franchise agreements. We offers economic, regulatory and evaluation proficiency we have fine-tuned through our academic and professional experience, as well as keen industry insight developed through many years of direct, bottom-line management of municipal solid waste and recycling contracts, including day-to-day responsibility for delivery of services, ongoing development and implementation of new services, rate negotiation for existing and/or new programs, development and preparation of operational data and service metrics.

PROFESSIONAL SERVICES
Vedauwoo provides a wide array of waste management and recycling consulting services for public and private sector clients throughout the United States. The following is a partial listing of municipalities for whom Vedauwoo has conducted work.
• City of Cypress, CA • City of La Mirada • City of Santa Monica • City of Dana Point, CA • City of Mission Viejo • City of Whittier • City of Diamond Bar, CA • City of Palm Springs • City of Yuba City • City of Glendale. CA • City of Pasadena • Regional Waste Management Authority
Contact Information
Joe Sloan
(714) 348-6350
[email protected]
Enrique Vazquez
(626) 347-3226
[email protected]

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Our principal area of expertise is in the municipal solid waste collection and recycling industry.

MUNICIPAL SERVICE MANAGEMENT GENERAL SOLID WASTE SERVICE ANALYSIS • Competitive Procurement Management
o Define the Scope of Services
o Prepare Request for Proposals
o Analysis and Ranking of Proposals
o Prepare Operations Proforma
o Interview Selected Proposer(s)
• Service Contract Negotiation
• Contract Compliance Management
• Rate Adjustment Negotiation
• Comparative Rate Surveys
• Rate Reviews & Cost of Service Studies
• Operational Reviews & Performance
Assessments
• Collection Operations
o Refuse
o Recyclables
o Green Waste
• Recyclables Processing
• Residential Recycling
• Commercial Recycling
• C&D Recycling
• Disposal Options
• Solid Waste Transfer
• Commodity Market Development

OPERATIONS MANAGEMENT FACILITY EVALUATION & OPERATION
• Collection Route Analysis
o Route Audits
o Billing Audits
• Re-Routing
• Review of Customer Service & Billing
Functions
• Revenue Enhancement Methods
• Staffing, Personnel Classification & Job
Descriptions
• Performance Metrics Development &
Management
• Training in Management & Operations
Personnel
• Recycling Processing Systems
• (MRF Project Development)
• Conveyors, Balers, Screens, Optical sorting
systems
• Conceptual Facility Design
• Bid Analysis & Ranking
• Process Capacity and Operating
Specifications
• Acquisition/Negotiation of systems and/or
components
• Warranty Management
• Start-up Management & Operations &
Training
• Preventative Maintenance Programs
• Operations & Training

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PROJECT TEAM MEMBERS
The Vedauwoo team has the skills and available capacity to effectively execute all proposed work in a timely and thorough manner, with the direct involvement and oversight of the company principal. The following team members will be
responsible for the successful implementation of this project:

Joe Sloan – Principal
Joe Sloan will serve as the Project Manager. Mr. Sloan will have responsibility for the coordination of quality professional services to the City, overall performance of the personnel, and timely completion of this engagement. He will also coordinate activities with City staff and monitor the progress of the project and all phases of the engagement to ensure satisfactory performance.

Mr. Sloan has extensive knowledge of industry best practices and has demonstrated results in all aspects of solid waste collection, single-family residences recycling, multi-family recycling, commercial recycling, construction and demolition debris recycling, and materials processing. He has overseen the completion of recycling and solid waste processing system commissioning and performance testing projects throughout the United States.

Over the course of his career, Mr. Sloan has advised numerous local governmental agencies and municipalities. He has directed residential and commercial recycling, municipal contract development, commercial market development, comprehensive recycling
programs, solid waste facility development, efficiency studies, rate adjustment process, and public policy analysis. His credentials and experience are more fully delineated in his resume, which is provided in Exhibit B, Professional Resumes.

Enrique Vazquez – Principal Analyst
Mr. Vazquez will participate in all aspects of the project but will focus on the development of the solid waste franchise
agreement and the revisions to the solid waste ordinance.

Mr. Vazquez has extensive experience in the management and operations of municipal solid waste collection and has a thorough understanding of all the aspects related to their management including knowledge of cost-of-service analysis and rate setting and administration concepts and procedures.

He has been responsible for the adoption of numerous
municipal solid waste and recycling programs from conception and design to implementation.

JOE SLOAN
REFERENCE PROJECTS:
• Storey County, NV
• City of Carson City, NV
• Contra Costa WMA
•

ENRIQUE VAZQUEZ
REFERENCE PROJECTS:
• City of Diamond Bar
• City of Palm Springs
• City of Pasadena
• City of Dana Point

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Mr. Vazquez is an expert on the economics related to solid waste programs and specializes in financial modeling and review. Mr. Vazquez has a Bachelor of Science in Business Administration from the University of Southern California. His resume is provided in Exhibit B, Professional Resumes.

REFERENCES
Vedauwoo Resources is the successor company to Sloan Vazquez McAfee. The following clients were provided with services under Sloan Vazquez McAfee.

Client: City of Carson City, NV
Project: Solid Waste Procurement Management
Rick Cooley, PE
Deputy Public Works Director
(775) 283.7302
[email protected]
Client: Story County, NV
Project: Solid Waste Procurement Management
Austin Osborne, PHR, SHRM-CP
Storey County Manager
(775) 291.4693 (Primary)
[email protected]
Client: SBWMA
Project: Multiple Projects
Hilary Gans, Principal Engineer & Operations Manager
(650) 802.3507
[email protected]
Client: Contra Costa Waste Management Authority
Project: Various Projects
Cliff Feldman, Executive Director
(510) 609-1217
[email protected]
Client: City of Pasadena, CA
Project: Annual Municipal Franchise Compliance Audits
Mayra Ruizesparza, Program Coordinator
City of Pasadena Public Works/Resource and Recycling
(626) 744.7119
[email protected]
Client: Palm Springs, CA
Project: Performance Review of Franchise Hauler
Project: Renegotiation of Franchise Agreement
Flinn Fagg, AICP, Deputy City Manager
City of Palm Springs
(760) 323-8269
[email protected]
Client: City of Dana Point, CA
Project: Rate Reviews since 2018
Project: Compliance Reviews biennially
Jennifer Anderson, Senior Management Analyst Public
Works and Engineering
(949) 248.3571
[email protected]
Client: City of Diamond Bar, CA
Project: Operational Assessment
Project: Solid Waste and Recycling Franchise
Procurement Process
Ryan McLean, Assistant City Manager
(909) 839-7016
[email protected]

2. PROJECT METHODOLOGY

PROJECT UNDERSTANDING
Vedauwoo Resources understands that the City of Portola is seeking a comprehensive review of the current franchise agreement to either revise and update the existing agreement or to develop a new agreement that incorporates industry best practices and that may be used in a possible RFP. In addition,

5 | P a g e
the City is seeking review, guidance, and revisions to the solid waste ordinance to harmonize with the franchise agreement.

Vedauwoo is well-equipped to assist the City in this endeavor. We offer a unique combination of skills and expertise that directly aligns with the City’s scope of work and sets us apart from other consulting firms. An expert level of experience is required to draft a new solid waste franchise agreement, manage a competitive proposal process and effectively negotiate with a selected hauler. • We have decades of experience in developing solid waste franchise agreements, managing RFP processes, and effectively negotiating with prospective haulers. City staff will have direct access to our team, and we will attend any required project and City Council meetings. • We offer the City of Portola extensive knowledge and expertise on SB 1383 requirements and implications. We have assisted other jurisdictions with updating their solid waste franchise agreements to include SB 1383 requirements and we have created new solid waste franchise agreements for jurisdictions taking the opportunity to fully update the solid waste franchise agreement language and requirements while ensuring compliance with the new regulations. We have also consulted with Cities as they have rolled out the implementation of new services to meet the SB 1383 requirements.

Vedauwoo will dedicate our top team to the project. Joe Sloan will serve as the primary point of contact and the project lead, and City staff and the City’s consultant will have direct access to all team members throughout the process.

Throughout the project, we will maintain regular communication with City staff and the City’s consultant. We anticipate first meeting with City staff to kick off the project and to review the scope of service to confirm the City’s preferred timeline.

SCOPE OF SERVICES
Task A: Comprehensive Review of Franchise Agreement
Task A.1 Review Franchise Agreement
Immediately upon notice of award of contract, our team will begin a thorough review of the City’s solid waste franchise agreement. Joe Sloan and Enrique Vazquez will work as a team according to areas of expertise.

During this phase, we will provide guidance by identifying City-specific components that we recommend should be included in any future agreement, and components that require regulatory updates due to changes in the law. Other opportunities or issues will also be identified.

We will review the current programs and services and provide information regarding best practices and successful methods used by similar jurisdictions. These programs and services could be negotiated with the current hauler or included in a future RFP as optional services with separate rates for the City’s consideration. Programs might include promotion of edible food donation programs, sustainable purchasing, and other SB 1383 requirements outside of collection and processing services. Other

6 | P a g e
services might include community shredding events, collection of cell phones, batteries and Sharps, cleanup of illegal dumping, and a number of other ancillary programs offered in jurisdictions throughout the region and the state.

We will also develop a recommendation as to whether the City may update the existing franchise agreement or if the City should develop a new agreement.

Task A.2: Update existing Solid Waste Franchise Agreement or Develop New Agreement Based on our review and the City’s direction, we will complete the revision of the solid waste franchise agreement to reflect the changes that were identified in Task A.1. Alternatively, if the City chooses, we will develop a new solid waste franchise agreement modeled after current agreements used in recent franchise agreements throughout California.

TASK D: PARTICIPATE IN MEETINGS

MEETINGS
A. Up to two (2) initial virtual meetings with City Staff and current City Solid Waste Consultant B. Up to three (3) review virtual meetings with City Staff and current City Solid Waste Consultant

DELIVERABLES
A. Revised or New draft Solid Waste Franchise Agreement for potential RFP B. Revised draft of Solid Waste Ordinance

3. SCHEDULE
We can complete a working draft solid waste franchise agreement by mid-April 2026 and finalize by June 30, 2026. The solid waste ordinance cannot be completed until after the solid waste franchise agreement is finalized. It is our estimation that it will be completed after the completion of the franchise agreement.

4. PROPOSED FEES
Fees will be submitted under a separate document.

0 | Page
Proposal to provide Consulting Services: Fee Proposal
This fee proposal is submitted in response to the City of Portola’s RFP to provide consulting services dated January 15, 2026,.

Vedauwoo proposes completing the required scope of work for a total fee of $55,000 (Fifty-Five Thousand Dollars). Any additional work requested by the City that is outside of the scope described above would be charged on an hourly basis at $275 per hour.

Expenses for supplies, and incidentals will be submitted for reimbursement at actual cost and supported by receipts. Mileage is reimbursable at the current IRS rates.

Project Task Hours Hourly
Rate
Total
Task A. Comprehensive Review of Franchise Agreement 125 $250 $31,250 Task B. Revision of City Ordinance 75 $250 $18,750
Task C. Initial and Review Meetings 20 $250 $5,000
Total 235 $55,000
Joe Sloan
Principal
Vedauwoo Resources, LLC

1 MEETING DATE: April 8, 2026
FROM: Ryan Bonk
RE: Prop 68 Grant Funds: Riverwalk Upgrades
BACKGROUND:

The City has utilized Prop 68 grant funding to install two (2) vault toilets along the Riverwalk. There is a balance of $27,730 of available funds.

EXECUTIVE SUMMARY:

Staff has examined five (5) potential options for the use of the remaining grant funds to continue to enhance the Riverwalk. The budget used to develop these projects was $25,000 to allow for some contingency.

Attached to this staff report is the staff analysis.

Any option selected will require an administrative change to the scope with the California Department of Parks and Recreation. This will include a revised site map, description of project(s), and likely a deed restriction including legal descriptions for the areas affected.

RECOMMENDATION:

Staff believes that option 5 (Mindful Pause & Ice Wall) is the most beneficial option for the following reasons:
- Maximizes the use of the balance by allowing for two enhancements to be performed at different locations
- Work performed inhouse by Public Works with the exception of the mural - Minimizes risk and liability when compared to other options - Fits the natural aesthetics and current use of the Riverwalk as a scenic activity opposed to more of a playground
- Allows for a group experience whereas the other options are individual based - Multiuse capability: The Mindful Pause area can be utilized for a variety of experiences by the public.

2 Options 2, 3, and 4 have been found by staff to have the following cons:
- Increased risk and liability due to activities being performed - Location not ideal for this type of activity. More suited for a playground. - Cost prohibitive
- Requirement of a specialized contractor(s)
FISCAL IMPACT:

If option 5 is selected, the costs for the "Mindful Pause" project will be funded entirely with the balance of the grant funds. Any remaining funds would be used to enhance the "Ice Wall" with the goal to be to make repairs to the wall then contract with a local artist to provide a mural along the wall that highlights the area's history. Artwork would be approved by the City Council.

The other options run the risk of using funds from the general fund if the project expenses exceed the remaining balance of the grant funding.

ATTACHMENTS:

A. PROP 68 REMAINING FUNDS FINAL

CITY OF PORTOLA, CALIFORNI A

PUBLIC WORKS DEPARTMENT
Five Community Improvement Options Along the Riverwalk
A proposal for the use of the remaining Proposition 68 Grant Fund Balance Project Budget: $25,000
Five independent, community-centered capital options along the Riverwalk. Each designed to activate underutilized public space, promote wellness, and expand recreation for residents of all ages.

OPTION 01
Mindful Pause
Yoga & Meditation Garden.

Stained concrete pad, granite
boulders, two cedar signs.

OPTION 02
Fit Portola
Outdoor Fitness equipment. 1
commercial station with multiple
uses, PIP rubber pads, two
signs.

OPTION 03
EP Boulder
EP Climbing Monument
Boulder, PIP safety surface,
concrete foundation, signs.

OPTION 04
The Ice Wall
Historic Bouldering Wall. Wall
prep, holds, fall protection,
mural, history sign.

OPTION 05
Mindful Pause +
Ice Wall
Option 01 + Ice Wall repair &
mural. Option 01's $9,020
reserve funds Ice Wall work.
$15,980 $25,000 $25,000 $24,000 $25,000

OPTION 01 · MINDFUL PAUSE · YOGA & MEDITATION GARDEN Overview, Cost & Pros/Cons OPTION 01 — OVERVIEW
Mindful Pause
A 40-foot diameter half-circle (~628 sq ft) of stained concrete creates a dedicated, ADA-accessible space for yoga, meditation, tai chi, and quiet reflection. Local granite boulders frame the arc; two routed cedar signs complete the installation. The $9,020 budget reserve from this option's $25K allocation funds the Ice Wall repair and mural in Option 05.
40 ft

PAD DIAMETER
~628
sq ft
EPDM

SURFACE
11 GRANITE

BOULDERS
15 PARTICIPANTS
$9,020
BUDGET

RESERVE
20+ yrs

LIFESPAN

Project entirely performed by in-house labor

PROS & CONS

STRENGTHS
◆ Lowest cost, largest budget reserve of any standalone option
◆ All ages, all abilities, fully ADA-accessible surface ◆ Enables organized programming
◆ Lowest long-term maintenance, no equipment to inspect or replace
◆ Performed entirely with in-house labor, no specialty
contractors required
◆ Reserve funds Option 05's Ice Wall mural & repair at no added cost

CONSIDERATIONS
◆ Users must bring their own yoga mats
◆ Self-directed activity; peak use is seasonal in warmer months

OPTION 02 · FIT PORTOLA · OUTDOOR FITNESS STATION CIRCUIT Overview, Cost & Pros/Cons OPTION 02 — OVERVIEW
Fit Portola
Commercial outdoor fitness station on 8×8 ft PIP rubber pad create a structured exercise circuit accessible to all. Total cost is $25,148 all-in including equipment. All site prep and installation is in-house. 1 STATIONS
~256
sq ft

PIP RUBBER
5 yr
EQUIP.

WARRANTY
All ages

USER BASE
2 CEDAR SIGNS
$25K

ALL - IN TOTAL
Example of station:

PROS & CONS

STRENGTHS
◆ Broad user demographic, usable year-round by all ages and fitness levels
◆ High-visibility, tangible public investment in community health
◆ Fully self-directed, no coordination, scheduling, or
instruction required
◆ Commercial equipment includes 5-year structural warranty

CONSIDERATIONS
◆ Higher ongoing maintenance vs. yoga pad, annual
equipment inspection required
◆ Equipment may need replacement parts after 10–15 years ◆ Cost risk of equipment might result in smaller unit being purchased
◆ Liability and risk due to activities occurring

OPTION 03 · EP BOULDER · EP CLIMBING MONUMENT BOULDER Overview, Cost & Pros/Cons OPTION 03 — OVERVIEW
EP Boulder
An EP Climbing Monument Boulder ($9,880 via Outdoor Workout Supply), fiberglass composite, hand-sculpted to real rock texture, weatherproof, ASTM-compliant, 5-year surface guarantee, installed on a concrete foundation with ~380 sq ft of poured-in-place rubber safety surfacing, a 20-hold starter climbing package, a park bench for spectators, and two cedar signs. No special equipment required to use. $9,880

MONUMENT

BOULDER
~380
sq ft

PIP SAFETY

SURFACE
5 yr

SURFACE

GUARANTEE
All ages

USER BASE
2 CEDAR SIGNS
Example of Boulder:

EP Climbing Note: The Monument Boulder at $9,880 is recommended as the best fit for a $25K budget. Larger models (Pinnacle at $20,880, Wombat at $33,580) exceed this budget when combined with required PIP surfacing and site prep. Boulder ships factorymade — no on-site manufacturing. Installation in-house with appropriate lifting equipment.

PROS & CONS

STRENGTHS
◆ No special gear required, sneakers grip real rock texture; all ages can participate
◆ Factory-made off-site: clean, fast installation; no on-site manufacturing or mess
◆ ASTM-compliant with 5-year surface guarantee from EP
Climbing
◆ Lower liability profile than Ice Wall retrofit, purpose-built climbing structure

CONSIDERATIONS
◆ Monument is a mid-sized unit, larger models (Pinnacle, Wombat) exceed $25K budget
◆ Shipping cost from manufacturer may vary — included in project reserve
◆ Climbing carries inherent risk
◆ Liability and risk due to activities occurring

OPTION 04 · THE ICE WALL · HISTORIC BOULDERING WALL & MURAL Overview, Cost & Pros/Cons OPTION 04 — OVERVIEW
The Ice Wall
The concrete retaining wall is a remnant of the Feather River ice harvesting operation that supplied the Western Pacific Railroad's refrigerator car icing stations in the early twentieth century. This project installs 60+ commercial climbing holds at three difficulty grades, adds ASTM-compliant fall protection rubber, commissions a local artist mural, and installs an interpretive cedar history sign. ~70 ft

WALL LENGTH
6–8 ft

WALL HEIGHT
60+

CLIMBING
HOLDS
3 ROUTE
GRADES
1 ARTIST MURAL
$24K
EST. TOTAL
Specialty Contractors: Climbing hold installation requires a licensed contractor with concrete boring experience. Mural artist selected via public call with City Council design approval. All other work is in-house.

PROS & CONS

STRENGTHS
◆ Transforms unused area
◆ Celebrates Portola's authentic industrial heritage in an engaging, physical way
◆ Unique destination: public bouldering walls rare in small mountain towns
◆ Local artist mural creates lasting value and community pride

CONSIDERATIONS
◆ Highest standalone cost at $24,000; specialty contractors required
◆ Mural artist selection adds a public process and Council approval timeline
◆ Narrower primary user base, most appealing to youth and active adults
◆ Higher liability profile than purpose-built EP Boulder (Option 03)

OPTION 05 · MINDFUL PAUSE + ICE WALL REPAIR & MURAL · ONE $25,000 ALLOCATION Overview, Cost & Pros/Cons
OPTION 05 — COMBINATION
Mindful Pause + Ice Wall
Option 05 delivers two community improvements within a single $25,000 allocation by pairing Option 01 (Mindful Pause, $15,980) with a targeted Ice Wall scope funded entirely by Option 01's $9,020 budget reserve.

The wall scope covers full surface prep, graffiti removal, crack repair, sealer, base grading, a local artist mural, and anti-graffiti topcoat. Climbing holds and fall protection rubber are not included.

The mural alone transforms the wall visually while telling the ice dam story eliminating graffiti and establishing the wall as a historic landmark, setting the stage for future climbing activation under a separate funding request. $25K
ONE

ALLOCATION
$15,980

YOGA GARDEN
(PART A)
$9,020

WALL SCOPE
(PART B)
2 PROJECTS

DELIVERED
What's Included vs. Option 04: Part B covers all wall surface prep, graffiti removal, and the artist mural, transforming the wall's appearance completely.

It does NOT include bouldering holds, T-nut installation, or the bonded rubber fall protection surface. Those elements require Option 04's separate $24,000 budget. The mural establishes the wall as a cultural landmark and sets the stage for future climbing activation.

PROS & CONS

STRENGTHS
◆ Two distinct community improvements from a single
$25,000 allocation
◆ Yoga Garden delivers full Option 01 experience with
nothing compromised
◆ Mural eliminates graffiti and transforms the wall into a cultural destination
◆ Sets the stage for future Option 04 climbing activation with zero additional prep needed
◆ Best value per dollar, two visible improvements on one modest budget
◆ Mural commission engages local artists and builds
community pride immediately

CONSIDERATIONS
◆ Ice Wall scope will be based on remaining funds after the Mindful Pause is completed
◆ Climbing activation requires additional Option 04 funding in a future cycle
◆ Artist commission requires a public process and Council design approval