September 7, 2025, Item #7
DATE:
TO:
FROM:
CONTACT:
SUBJECT:
Summary:
AGENDA RE PQ RT City of Poway
September 16, 2025
Honorable Mayor and Members of the City CoKil
Eric Heidemann, Director of Public Works 1
Robert Weber, P.E., Principal Civil Engineer -Utilities \_,_'\)J (858) 668-4717 or [email protected]
CITY COUNCIL
Award of Agreement to Carollo Engineers, Inc. for Sewer Master Plan Update, RFP No. 26-003
A request for proposals (RFP) for the Sewer Master Plan Update, RFP No. 26-003, was duly advertised on July 10 and July 17, 2025. Four (4) proposals were received on August 12, 2025. Staff reviewed the proposals submitted and recommends Carollo Engineers, Inc. (Carollo) as the consulting firm to provide the Sewer Master Plan Update (Master Plan) for the City of Poway (City). Staff determined Carollo best meets the evaluation criteria and suits the needs of the City. The length of this Agreement shall be two (2) years beginning on September 17, 2025, through September 16, 2027. The Agreement may be extended through a total of three (3) separate one-year terms.
Recommended Action:
It is recommended the City Council award the Agreement for the Sewer Master Plan Update, RFP No. 26-003, to Carollo Engineers, Inc., and authorize the City Manager to execute the necessary documents.
Background
The City's sewer collection system consists of approximately 186 miles of gravity pipelines, over 4,000 manholes, five sewer lift stations with force mains, and a double barrel gravity siphon that conveys wastewater to the City of San Diego Metro system for subsequent treatment. A small percentage of the City's wastewater flow is conveyed to the City of Escondido.
The last update to the City's Sewer Master Plan was performed in 2013 and included a capacity evaluation. The 2025 Master Plan will rebuild the sewer system hydraulic model with the most current system data, update wastewater generation factors and evaluate the impacts of ongoing development and land use densification, particularly in areas such as the Poway Road corridor and South Poway business park, on the collection system. The Master Plan will also perform a capacity analysis and infiltration and inflow (1/1) study/model calibration, assess the current condition and operability of the collection system and lift stations, and recommend a new ten-year Sewer capital improvement 1 of39
September 7, 2025, Item #7
program (CIP). The updated 1/1 component of the Master Plan will be of particular importance to refining identification of areas that are capacity constrained under wet weather conditions. These capacity constrained areas elevate the risk of sanitary sewer spill (spill) events. In addition to there being a growing regulatory trend toward eliminating spills, the presence of excessive 1/1 in the system means the City is paying to treat water that doesn't belong in the collection system. Identifying and prioritizing 1/1 hotspots will aid in developing and implementing targeted improvement and mitigation strategies in the new sewer CIP. In addition to serving as a data source for capital planning, the Sewer Master Plan update, may also be relied on to inform future City wastewater development impact fees.
Discussion:
City staff prepared a detailed RFP to select and retain a qualified consultant to prepare the Sewer Master Plan Update. The RFP was advertised on July 10 and July 17, 2025. The City received Four (4) proposals on August 12, 2025. An evaluation committee consisting of staff from the Department of Public Works and Development Services Department reviewed the proposals based on criteria set forth in the RFP, which included thoroughness of the RFP, firm and project team qualifications, project understanding and approach, and project experience. Although the proposed fees were reviewed to confirm proposers understood the scope of the project, the City is not required to select the lowest fee proposal for professional services contracts. The table below alphabetically lists the proposed not to-exceed fee amounts from the responsive proposers:
Table 1: RFP 26-003, Sewer Master Plan Update
Responsive Proposers
Proposer City Total Fee for
Base Scope
Carollo Engineering, Inc. San Diego, CA $509,347
Dudek Encinitas, CA $594,460
EKI Environment & Water, Inc. Daly City, CA $576,800
Woodard & Curran, Inc. San Diego, CA $595,780
Total Fee
w/Optional
Tasks/Modifiers
$646,185
NIA
$688,700
$650,050
As a result of the proposal evaluation, the evaluation committee determined Carollo provided the most comprehensive and best value proposal, had a clear understanding of project requirements, and precisely defined the approach and methodology to accomplish the City's goals.
Additionally, Carollo's proposal demonstrated extensive experience in sewer master planning and hydraulic model development for other local sewer agencies and a deep bench of highly qualified staff. Carollo proposed a well thought out and thorough approach to the project, including evaluation of multiple candidate sewer model software packages including advantages and disadvantages of each package and recommendation of the best fit for the City. Carollo's flow monitoring subconsultant proposed a creative approach for the 1/1 study which will minimize the time and effort for timing of deployment of flow meters.
Consultant costs for the Water Master Plan Update are eligible for reimbursement through a $1 million USEPA federal grant (No. 97T33801) which the City received through the Fiscal Year 2023 Consolidated Appropriations Act (P.L. 117-328) for Community Projects. Funds were secured with the assistance of Congressmember Scott Peters in 2022 to reimburse City costs associated with planning, design, and construction of drinking water, wastewater, and stormwater infrastructure and for water quality protection.
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September 7, 2025, Item #7
Environmental Review:
This action is not subject to review under the California Environmental Quality Act (CEQA).
Fiscal Impact:
Sufficient funds are available in the relevant Capital Improvement Program project account SW011 to award the Agreement for the Sewer Master Plan Update for the recommended amount of $509,347.
The City proactively planned for this project as part of the development process for the Fiscal Year 2025-26 budget, with funds appropriated from the Sewer Capital Improvement Fund (5210).
Consultant costs for the Sewer Master Plan Update are eligible for full reimbursement from the City's secured USEPA Federal Grant No. 97T33801 (Fund 2530; $600,000 grant).
Utilizing grant funding for this project will have a rate suppression effect compared to utilizing sewer rate revenue from sewer customers. Poway combines grant funding opportunities with other functions which have a rate suppression effect, including procuring multiple bids for projects to ensure preferential pricing, utilization of sewer connection fees from new development to offset rate revenue for Capital Improvement Program projects, and others.
Public Notification:
None.
Attachments:
A. Standard Agreement
Reviewed/Approved By:
Assistant City Manager
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Reviewed By:
Alan Fenstermacher
City Attorney
Approved By·
Ch~
City Manager
September 7, 2025, Item #7
City of Poway
STANDARD AGREEMENT FOR SERVICES
This AGREEMENT, entered into this 17th day of September, 2025, by and between the CITY OF POWAY (hereinafter referred to as "CITY") and CAROLLO ENGINEERING, INC., (hereinafter referred to as "CONSUL TANT").
RECITALS
WHEREAS, CITY desires to obtain the services of a of a private consultant to perform engineering design services for the Sewer Master Plan Update (PROJECT); WHEREAS, CONSULTANT is a(n) specialized engineering design firm and has represented that CONSULTANT possesses the necessary qualifications to provide such services; and
WHEREAS, CITY has authorized the preparation of an AGREEMENT to retain the services of CONSUL TANT as hereinafter set forth.
NOW, THEREFORE, IT IS MUTUALLY AGREED THAT CITY DOES HEREBY RETAIN CONSULTANT ON THE FOLLOWING TERMS AND CONDITIONS:
1. Scope of Services.
Consultant shall provide services as described in Exhibit "A" entitled "Special Provisions" attached hereto and made a part hereof.
2. Compensation and Reimbursement.
City shall compensate and reimburse Consultant as provided in Exhibit "A" entitled "Special Provisions" attached hereto and made a part hereof.
3. Term of Agreement.
The term of this Agreement shall be as described on Exhibit "A" entitled "Special Provisions" attached hereto and made a part hereof.
4. Termination.
This Agreement may be terminated with or without cause by City. Termination without cause shall be effective only upon 60-day written notice to Consultant. During said 60-day period Consultant shall perform all consulting services in accordance with this Agreement. This Agreement may be terminated by City for cause in the event of a material breach of this Agreement, misrepresentation by Consultant in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by City. Termination for cause shall be effected by delivery of written notice of termination to Consultant. Such termination shall be effective upon delivery of said notice. 4of39 ATTACHMENT A
September 7, 2025, Item #7
5. Confidential Relationship.
City may from time to time communicate to Consultant certain information to enable Consultant to effectively perform the services. Consultant shall treat all such information as confidential, whether or not so identified, and shall not disclose any part thereof without the prior written consent of the City. Consultant shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the services. The foregoing obligation of this Paragraph 5, however, shall not apply to any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of Consultant, hereafter disclosed in publicly available sources of information; (iii) is now in the possession of Consultant without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to Consultant by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party.
Consultant shall not disclose any reports, recommendations, conclusions or other results of the services or the existence of the subject matter of this contract without the prior written consent of the City. In its performance hereunder, Consultant shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm or corporation.
6. Office Space and Clerical Support.
Consultant shall provide its own office space and clerical support at its sole cost and expense.
7. Covenant Against Contingent Fees.
Consultant declares that it has not employed or retained any company or person, other than a bona fide employee working for Consultant, to solicit or secure this Agreement, that it has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift or any other consideration, contingent upon or resulting from the award or making of the Agreement. For breach of violation of this warranty, City shall have the right to annul this Agreement without liability, or, at its sole discretion, to deduct from the Agreement price or consideration, or otherwise recover the full amount of such fee, commission, percentage, brokerage fee, gift or contingent fee.
8. Ownership of Documents.
All memoranda, reports, plans, specifications, maps and other documents prepared or obtained under the terms of this Agreement shall be the property of City and shall be delivered to City by Consultant upon demand.
9. Conflict of Interest and Political Reform Act Obligations.
During the term of this Agreement Consultant shall not act as consultant or perform services of any kind for any person or entity whose interests' conflict in any way with those of the City of Poway. Consultant shall at all times comply with the terms of the Political Reform Act and the local conflict of interest code. Consultant shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the City in which the Consultant has a financial interest as defined in Government Code Section 87103. Consultant represents that it has no knowledge of any financial interests which would require it to disqualify itself from any matter on which it might perform services for the City. 5 of 39
September 7, 2025, Item #7
"Consultant" means an individual who, pursuant to a contract with a state or local agency:
(A) Makes a governmental decision whether to:
1. Approve a rate, rule or regulation;
2. Adopt or enforce a law;
3. Issue, deny, suspend, or revoke any permit, license, application, certificate, approval, order, or similar authorization or entitlement;
4. Authorize the City to enter into, modify, or renew a contract provided it is the type of contract that requires City approval;
5.. Grant City approval to a contract that requires City approval and to which the City is a party, or to the specifications for such a contract;
6. Grant City approval to a plan, design, report, study, or similar item;
7. Adopt, or grant City approval of, policies, standards, or guidelines for the City, or for any subdivision thereof; or
(8) Serves in a staff capacity with the City and in that capacity participates in making a governmental decision as defined in the Political Reform Act and/or implementing regulations promulgated by the Fair Political Practices Commission, or performs the same or substantially all the same duties for the City that would otherwise be performed by an individual holding a position specified in the City's Conflict of Interest Code.
DISCLOSURE DETERMINATION:
rgj 1. Consultant/Contractor will not be "making a government decision" or "serving in a staff capacity" as defined in Sections A and B above.
No disclosure required.
D 2. Consultant/Contractor will be "making a government decision" or "serving in a staff capacity" as defined in Sections A and B above. As a result, Consultant/Contractor shall be required to file a Statement of Economic Interest with the City Clerk of the City of Poway in a timely manner as required by law.
Eric Heidemann, Director of Public Works
10. No Assignments.
Neither any part nor all of this Agreement may be assigned or subcontracted, except as otherwise specifically provided herein, or to which City, in its sole discretion, consents to in advance thereof in writing. Any assignment or subcontracting in violation of this provision shall be void.
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11. Maintenance of Records.
Consultant shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred and shall make such materials available at its office at all reasonable times during the contract period and for three (3) years from the date of final payment under this Agreement, for inspection by City and copies thereof shall be furnished, if requested.
12. Independent Contractor.
At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of the City of Poway. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement; however, City shall not have the right to control the means by which Consultant accomplishes such services.
13. Licenses, Permits, Etc.
Consultant represents and declares to City that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession.
Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval which is legally required for Consultant to practice its profession.
14. Consultant's Insurance.
Consultant shall provide insurance as set forth in Exhibit "A" entitled "Special Provisions" attached hereto and made a part hereof.
15. Indemnification.
(a) For Claims (as defined herein) other than those alleged to arise from Consultant's negligent performance of professional services, City and its respective elected and appointed boards, officials, officers, agents, employees and volunteers (individually and collectively, "lndemnitees") shall have no liability to Consultant or any other person for, and Consultant shall indemnify, protect and hold harmless lndemnitees from and against, any and all liabilities, claims, actions, causes of action, proceedings, suits, damages, judgments, liens, levies, costs and expenses, including reasonable attorneys' fees and disbursements (collectively "Claims"), which lndemnitees may suffer or incur or to which lndemnitees may become subject by reason of or arising out of any injury to or death of any person(s), damage to property, loss of use of property, economic loss or otherwise occurring as a result of Consultant's negligent performance under this Agreement, or by the negligent or willful acts or omissions of Consultant, its agents, officers, directors, sub-consultants or employees.
(b) For Claims· alleged to arise from Consultant's negligent performance of professional services, lndemnitees shall have no liability to Consultant or any other person for, and Consultant shall indemnify and hold harmless lndemnitees from and against, any and all Claims that lndemnitees may suffer or incur or to which lndemnitees may become subject by reason of or arising out of any injury to or death of any person(s), damage to property, loss of use of property, economic loss or otherwise to the extent occurring as a result of Consultant's negligent performance of any professional services under this Agreement, or by the negligent or willful acts or omissions of Consultant, its agents, officers, directors, sub-consultants or employees, committed in performing any of professional services under this Agreement. For 7 of39
September 7, 2025, Item #7
Claims alleged to arise from Consultant's professional services, Consultant's defense obligation to lndemnitees shall include only the reimbursement of reasonable defense costs and attorneys' fees to the extent caused by Consultant's negligence.
( c) The foregoing obligations of Consultant shall not apply to the extent that the Claims arise from the sole negligence or willful misconduct of City or its elected and appointed boards, officials, officers, agents, employees and volunteers.
(d) In any and all Claims against City by any employees of the Consultant, anyone directly or indirectly employed by it or anyone for whose acts it may be liable, the indemnification obligation under this Section 15 shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for the Consultant under worker's compensation acts, disability benefit acts or other employee benefit acts. (e) Consultant shall, upon receipt of written notice of any Claim, promptly take all action necessary to make a claim under any applicable insurance policy or policies Consultant is carrying and maintaining; however, if Consultant fails to take such action as is necessary to make a claim under any such insurance policy, Consultant shall reimburse City for any and all costs, charges, expenses, damages and liabilities incurred by City in making any claim on behalf of Consultant under any insurance policy or policies required pursuant to this Agreement. (f) The obligations described in Section 15 (a) through (e) above shall not be construed to negate, abridge or otherwise reduce any other right or obligation of indemnity which would otherwise exist as to any party or person indemnified pursuant to this Section 15. (g) The rights and obligations of the parties described in this Section 15 shall survive the termination of this Agreement.
16. Assumption of Risk.
Except for injuries to persons caused by the willful misconduct of any lndemnitee and not covered by insurance maintained, or required by this Agreement to be maintained, by Consultant: (a) Consultant hereby assumes the risk of any and all injury and damage to the personnel (including death) and property of Consultant that occurs in the course of, or in connection with, the performance of Consultant's obligations under this Agreement, including but not limited to Consultant's Scope of Services; and (b) it is hereby agreed that the lndemnitees are not to be liable for injury or damage which may be sustained by the person, goods or property of Consultant or its employees in connection with Consultant's performance of its obligations under this Agreement, including but not limited to Consultant's Scope of Services.
17. Consultant Not an Agent.
Except as City may specify in writing, Consultant shall have no authority, expressed or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, expressed or implied, pursuant to this Agreement to bind City to any obligation whatsoever.
18. Personnel.
Consultant shall assign qualified and certified personnel to perform requested services. The City shall have the right to review and disapprove personnel for assignment to City projects.
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September 7, 2025, Item #7
City shall have the unrestricted right to order the removal of any person(s) assigned by Consultant by giving oral or written notice to Consultant to such effect.
Consultant's personnel shall at all times comply with City's drug and alcohol policies then in effect.
19. Notices.
Notices shall be given as described on Exhibit "A" entitled "Special Provisions" attached hereto and made a part hereof.
20. Governing Law, Forum Selection and Attorneys' Fees.
This Agreement shall be governed by, and construed in accordance with, the laws of the State of California. Each party to this Agreement consents to personal jurisdiction in San Diego County, California, and hereby authorizes and accepts service of process sufficient for personal jurisdiction by first class mail, registered or certified, postage prepaid, to its address for giving notice as set forth in Exhibit "A" hereto. Any action to enforce or interpret the terms or conditions of this Agreement shall be brought in the Superior Court in San Diego County, Central Division, unless the parties mutually agree to submit their dispute to arbitration. Consultant hereby waives any right to remove any such action from San Diego County as is otherwise permitted by California Code of Civil Procedure Section 394. The prevailing party in any such action or proceeding shall be entitled to recover all of its reasonable litigation expenses, including its expert fees, attorneys' fees, courts costs, arbitration costs, and any other fees. Notwithstanding the foregoing, in the event that the subject of such an action is compensation claimed by Consultant in the event of termination, Consultant's damages shall be limited to compensation for the 60-day period for which Consultant would have been entitled to receive compensation if terminated without cause, and neither party shall be entitled to recover their litigation expenses.
21. Gender.
Whether referred to in the masculine, feminine, or as "it," "Consultant" shall mean the individual or corporate consultant and any and all employees of consultant providing services hereunder.
22. Counterparts.
This Agreement (and any amendments) may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute one and the same instrument. Documents delivered by electronic transmission shall be valid and binding.
23. Entire Agreement.
This Agreement shall constitute the entire understanding between Consultant and City relating to the terms and conditions of the services to be performed by Consultant. No agreements, representations or promises made by either party, whether oral or in writing, shall be of any force or effect unless it is in writing and executed by the party to be bound thereby. 9 of39
24. Certification and Indemnification Regarding Public Employees' Retirement Law/Pension Reform Act of 2013.
September 7, 2025, Item #7
Consultant hereby certifies that all persons providing services to City by Consultant are not current members of the California Public Employees' Retirement System (CalPERS) and shall not become members of CalPERS while providing services to City.
Consultant further provides that in the event Consultant assigns a retired annuitant receiving a pension benefit from CalPERS to perform services for City, the retired annuitant is in full compliance with Government Code Section 7522.56. A copy of Government Code Section 7522.56 is attached hereto as Exhibit "B."
Further, Consultant hereby fully and unconditionally indemnifies City from all penalties, fees, employer and employee contributions, or any other assessments imposed by CalPERS in the event CalPERS determines the person assigned by Consultant to provide services to City has been misclassified.
25. Severability.
If any provision of this Agreement is determined by any court of competent jurisdiction or arbitrator to be invalid, illegal, or unenforceable to any extent, that provision shall, if possible, be construed as though more narrowly drawn, if a narrower construction would avoid such invalidity, illegality, or unenforceability or, if that is not possible, such provision shall, to the extent of such invalidity, illegality, or unenforceability, be severed, and the remaining provisions of this Agreement shall remain in effect.
(Remainder of page intentionally left blank.)
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September 7, 2025, Item #7
IN WITNESS WHEREOF, the parties hereto have duly executed this AGREEMENT on the date first above written.
CITY OF POWAY
By:----------
Chris Hazeltine, City Manager
ATTEST:
Carrie Gallagher, CMC, City Clerk
APPROVED AS TO FORM:
By:------------
Alan Fenstermacher, City Attorney
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CAROLLO ENGINEERING, INC.
By: ___________ _
Shyamala Raveendran, PE ENV SP,
Principal in Charge
September 7, 2025, Item #7
"SPECIAL PROVISIONS"
EXHIBIT "A"
A. Scope of Services.
Consultant agrees to perform consulting services as required by City, which shall consist of the engineering design services for the Sewer Master Plan Update, further described in the Scope of Services submitted with the proposal dated August 12, 2025, which is included in this document as Attachment 1, and incorporated by reference, as if its contents were fully set forth herein. Consultant shall provide the necessary qualified personnel to perform the services.
B. Compensation and Reimbursement.
City shall pay Consultant a fee in accordance with the Fee Proposals submitted with the proposal dated August 12, 2025, which are included in this document as Attachment 2.
Total fee is not to exceed $509,347.00. Consultant's fee shall include, and Consultant shall be responsible for the payment of all federal, state, and local taxes of any kind which are attributable to the compensation received.
In addition to said consulting fee, Consultant shall be reimbursed for all reasonable expenses, including lodging, telephone, and travel (air, auto, rail) necessarily incurred in performance of the services. Consultant shall bill City for such expenses as incurred, referencing this Agreement. All expenses shall be itemized and supported by receipts for amounts in excess of Twenty-Five Dollars ($25.00). Statements for reimbursement of expenses shall be paid within ten (10) days of approval by City. All air travel shall be billed at coach or special fare rates.
Reimbursement for lodging is limited to travel from outside of San Diego County. Consultant shall receive prior authorization for air travel and lodging expenses. All other expenses shall be reimbursed in accordance with City's cash disbursement policies in effect at the time incurred.
C. Term of Agreement.
This Agreement shall be effective from the period commencing September 17, 2025, and ending September 16, 2027, unless sooner terminated by City as provided in the section of this Agreement entitled "Termination." This Agreement may be extended for up to three (3) additional one-year periods upon the written approval of both the City Manager and the Consultant. Award of the Contract and any Contract extensions are subject to City Council appropriation of funds. Each renewal period (fiscal) after the first two years of the agreement, the Consultant's costs shall be adjusted based on the annual change in the previous calendar year's Consumer Price Index for the San Diego-Carlsbad area (All Urban Consumers CPI-U) or 5%, whichever is less. The first adjustment would occur no earlier than September 17, 2027. Upon expiration or termination of this Agreement, Consultant shall return to City any and all equipment, documents or materials ·and all copies made thereof which Consultant received from City or produced for City for the purposes of this Agreement.
D. Consultant's Insurance.
1. Coverages:
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September 7, 2025, Item #7
Consultant shall obtain and maintain during the life of this Agreement all of the following insurance coverages:
(a) Comprehensive General Liability, including premises-operations, products/completed, broad form property damage, and blanket contractual liability with the following coverages: General Liability $1,000,000 Bodily Injury and Property Damage combined each occurrence and $2,000,000 aggregate.
(b) Automobile Liability, including owned, hired, and non-owned vehicles: $1,000,000 combined single limit.
(c) Consultant shall obtain and maintain, during the life of the Agreement, a policy of Professional Errors and Omissions Liability Insurance with policy limits of not less than $1,000,000 combined single limits, per claim and annual aggregate. (d) Workers' Compensation insurance in statutory amount. All of the endorsements which are required belowi shall be obtained for the policy of Workers' Compensation insurance.
2. Endorsements:
Endorsements shall be obtained so that each policy contains the following three provisions:
(a) Additional Insured. (Not required for Professional Errors and Omissions Liability Insurance or Workers' Compensation.) "City of Poway and its elected and appointed boards, officers, agents, and employees are additional insureds with respect to this subject project and contract with City." (b) Notice.
"Said policy shall not terminate, nor shall it be canceled, until thirty (30) days after written notice is given to City."
(c) Primary Coverage.
"The policy provides primary coverage to City and its elected and appointed boards, officers, agents, and employees. It is not secondary or in any way subordinate to any other insurance or coverage maintained by City."
3. Insurance Certificates:
Consultant shall provide City certificates of insurance showing the insurance coverages described in the paragraphs above, in a form and content approved by City, prior to beginning work under this Agreement.
E. Notices.
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All notices, billings and payments hereunder shall be in writing and sent to the following addresses:
To City:
To Consultant:
F. Standard of Care.
City of Poway
Department of Public Works -Utilities
P.O. Box 789
Poway, CA 92074
Carollo Engineering, Inc.
5355 Mira Sorrento Place, Suite 270
San Diego, CA 92121
Consultant shall complete the services required hereunder in accordance with the prevailing standard of care by exercising the skill ability ordinarily required of consultants performing the same or similar services, under the same or similar circumstances, in the State of California.
G. City -Provided Information and Services.
City shall furnish Consultant available studies, reports and other data pertinent to Consultant's services; obtain or authorize Consultant to obtain or provide additional reports and data as required; furnish to Consultant services of others required for the performance of Consultant's services hereunder, and Consultant shall be entitled to use and rely upon all such information and services provided by City or others in performing Consultant's services under this Agreement.
H. Estimates and Projections.
Consultant has no control over the cost of labor, materials, equipment or services furnished by others, over the incoming water quality and/or quantity, or over the way City's plant and/or associated processes are operated and/or maintained. Data projections and estimates are based on Consultant's opinion based on experience and judgment. Consultant cannot and does not guarantee that actual costs and/or quantities realized will not vary from the data projections and estimates prepared by Consultant and Consultant will not be liable to and/or indemnify City and/or any third party related to any inconsistencies between Consultant's data projections and estimates and actual costs and/or quantities realized by City and/or any third party in the future.
I. Third Parties.
The services to be performed by Consultant are intended solely for the benefit of City. No person or entity not a signatory to this Agreement shall be entitled to rely on Consultant's performance of its services hereunder, and no right to assert a claim against Consultant by assignment of indemnity rights or otherwise shall accrue to a third party as a result of this Agreement or the performance of Consultant's services hereunder." 14 of 39
September 7, 2025, Item #7
Statement of Services
Carol Io's unparalleled experience in sewer system master planning, flow monitoring, infiltration and inflow (1/1) analysis, sewer modeling, and condition assessment across California, will translate into efficient project recommendations and timely delivery of the City's Sewer Master Plan (Master Plan) Update.
Project Understanding & Approach
The City's sewage collection system consists of
approximately 190 miles of gravity pipelines, over
4,000 manholes, five sewer lift stations with force
mains, and a siphon that convey wastewater to the
City of San Diego (San Diego) for treatment. The City
has an estimated population of 50,000. The City
has three main sewer basins; 1. San Diego Basin
(San Diego flows conveyed to the City); 2. Poway
Metro Basin (City flows conveyed to San Diego's
Metro System; 3. Poway HARRF Basin (City flows
conveyed to City of Escondido and treated by
Hale Avenue Resource Recovery Facility (HARRF))
A small tributary area, accounting for roughly 1%
of the City's total flow, is conveyed northwesterly
into San Diego's Municipal Wastewater System's
East Bernardo Trunk Sewer to HAR RF, but most
of the City's wastewater flows southwesterly
along Poway Road discharging into San Diego's
Penasquitos Trunk Sewer and ultimately into San
Diego's Metro System (Metro) for treatment. The
City's last Master Plan was completed in 2013 and
included a capacity evaluation of its collection
system. As part of the upcoming update, the City
seeks to revise its wastewater generation factors
and evaluate the impacts of ongoing development
and land use clensification -particularly in areas
such as the Poway Road Corridor and South Poway
Business Park-on the collection system. This
includes evaluating key infrastructure such as the
mains along Poway Road, which ultimately convey
flow to Metro.
A condition assessment of the City's collection
system piping was not included in the 2013 Master
Plan. In 2019, the City initiated a program to perform
sewer condition inspections of its vitrified clay
pipes and found that older sections were starting
to fatigue, and rehabilitation would be required to
maintain an efficient and effective system. A risk
based prioritization of improvements will be needed
to systematically address aging and deterioration of
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CAROLLO / PROPOSAL / AUGUST 2025
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A
7,000
I Key areas that need to be addressed as part of this master plan include densification impacts, condition assessment of its aging infrastructure, Ill capacity impacts, and developing a capital improvement plan that aligns with the City's financial planning and cost of service analysis, while also providing a clear justification for infrastructure improvements to the community. Carol/o's experience is uniquely suited to help the City meet these objectives.
the collection system to avoid backups, overflows,
and bypasses or flow diversions during large
storm events. While the City's five lift stations were
assessed in the 2013 Sewer Master Plan, given the
time elapsed since the last assessment, a more
in-depth and updated assessment is necessary to
determine these critical facilities continue to meet
current performance standards and accommodate
future needs.
\ \10-lx1-i\B D-D1\ T /\ \M<l 1-\-.:ct In~} \Pu I su1ts\CI ie>nl2 l(SDO)\PO\vay\ \fl/,;1!.c1·-Sewer ML1s1.e1 Pl an s\Prop0S 2 5\1 ndo\Sc\ vc r\0 3.St<:l\l:'mt:'ll :o fSer vicc.s-v 3 C' -,
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15 September 7, 2025, Item #7
Since 2011, the City has reported about 24 sanitary
sewer overflow (SSO) events to the State across
Categories 1, 2 and 3. Most were caused by grease
buildup, roots intrusion, or debris located either in
manholes, laterals, or mainlines. As noted in the
previous Master Plan, several sewer segments were
identified as capacity-constrained, particularly under
wet weather flow conditions. For example, during a
storm event in December 2010, it was estimated that
40 million gallons of 1/1 entered the system. Aging
infrastructure continues to elevate the risk of SSOs.
In light of the growing regulatory trend toward a 'zero tolerance' approach on SSOs, this project must prioritize identifying current 1/1 hotspots through a well thought out flow monitoring plan to develop targeted mitigation and improvement strategies for 1/1 reduction.
A well-defined flow monitoring program is essential
not only for quantifying 1/1 contributions across the
system, but also for providing the critical data needed to develop and validate a reliable hydraulic model.
Significant changes have occurred in population trends, land use, water conservation efforts, and demands
since the 2013 Master Plan. An up-to-date hydraulic
model that accurately reflects current and projected
conditions will serve as a vital planning tool -helping the City identify capacity deficiencies and guide
planning decisions ahead of developer proposals.
To align planning assumptions and approach, the
development of the Sewer Master Plan needs to
be well coordinated with input from City staff in
R.1ncho
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I Screen shot of the City's collection system's 550
events from State Water Resource Control website.
16 of 39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
Operations, Planning, and Engineering, as well
as from City consultants working concurrently on
the Water System Master Plan and UWMP reports.
This integrated effort is essential to identifying
and addressing key priorities, and to supporting a
cohesive, forward-looking infrastructure strategy for
both the water and sewer systems. Key focus area
will include establishing planning design criteria and
level of service standards to assess the impact of wet
weather flows on system capacity; identifying and
monitoring target basins for 1/1 reduction; evaluating
the capacity of existing sewers to handle current and
future flows; and assessing asset conditions in tl1e
sewer system.
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I The 2013 Master Plan identified several improvements, mainly capacity-related deficiencies in the system. However. only some projects have been completed due to competing City priorities. The proposed CIP projects that have not yet been completed will need to be re-evaluated with the new hydraulic model.
The plan will incorporate a risk-based approach to
develop a phased and prioritized 10-year CIP that
aligns with the City's financial planning and cost
of service analysis, while also providing a clear
justification for infrastructure improvements to
the community.
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16 September 7, 2025, Item #7
' '
The updated Master Plan will build upon previous
studies, prioritizing the function, reliability, resilience, and condition of the sewer collection system. The
updated plan will include a 10-year risk-based capital
improvement plan (CIP) identifying replacements and
improvements needed to meet existing (2025), near-term
(2025-2035), and buildout demands. The CIP will need to consider impacts on existing and future users to aid the City's cost of service study.
Key success factors for this Master Plan will include:
■ Developing a comprehensive work plan that drives
project efficiency, maintains task continuity, and
avoids rework.
■ Collaborative, targeted flow monitoring during
favorable rainfall events reduces costs while
enhancing 1/1 data accuracy.
Meeting/Workshop
STATEMENT OF SERVICES
■ A robust flow monitoring data analysis will enhance
model calibration efficiency and help prioritize
future 1/1 reduction projects.
■ Developing and calibrating a sewer model
and instituting a QA/QC approach that provides
a predictive tool to justify capacity-related
improvements.
■ Developing a clear, systematic rationale to guide
the identification, justification, prioritization, and
cost estimation of recommended projects in
the CIP.
Carollo's project approach focuses on these key
success factors. Our scope of work details our
understanding of the tasks, and the assumptions
included in the development of our level of effort.
Outcome
r--· Assign responsibility for data collection.
Kickoff Meeting 0--.......... ! Review of existing system facilities and data 17 of 39
L .. gaps.
Flow Monitoring Locations and
0 __ .......... / Strategize flow metering tasks with
Installation Strategy L .. Operations staff
Wastewater Flow Factors o-• ••••• ····{:: Review flow factors and land use data Planning Design Criteria &
Level of Service Workshop
!' .. Review existing and proposed changes to
0 •• ••••• ·····1 planning criteria and Level of Service L .. requirements
Model Calibration & Wet Weather 0 ............ f. Adjust evaluation criteria to balance risk with Sensitivity Analysis L .. capital cost
Existing System Evaluation 0 ............ .f ... Review results of existing system capacity- L .. related and condition related deficiencies.
Future System Evaluation 0 ............ ! Review results of future system capacity L .. related deficiencies
!' .. Review existing CIP, identified in the 2013
Proposed Project Recommendations
& Preliminary CIP
0 ......... ...: Sewer Master Plan and planned projects. ; Prioritize and phase projects. Develop a
L .. 10-year risk-based CIP.
Master Plan Review Meeting o-..... Review Draft Sewer Master Plan Report I Carollo will coordinate with City Engineers, Operations, and other key City staff from the Public Works Department, Fire Department, and Planning Department to gather system knowledge and collaborotively develop planning assumptions. The objective is to gavel down on the baseline understanding to move the project along efficiently CAROLLO / PROPOSAL / AUGUST 2025
\ \io-bd-1\BD-DA T /\ \Murket1ng\Pu I suits \Clie1 l t21(S0O)\Pov1uy\ Wu; er-Sewc1 Ma st er Pion s\Prop032 5\lndci\Scwcr\0 3 .Stutcn K'lltof S121 vi ccs-v 3 ~ ..,
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17 September 7, 2025, Item #7
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'°
Developing a comprehensive wor k plan drives projec t efficiency, main t ains t ask continui ty, and avoids rew ork Tl1e co111plelion or a collection system mc1slcr plc111 ii wolves multiple and sometimes parallel tasks. We trnve develope:d the wo1 k pl.:m lJelo·.·: to J1 igt,l igl11 key p1 oject sic.::.p;, their interconnection s v,itli the multi-discipltnmy team, und 1he interconnections between projec t tasks . Wt: hiNo? c1lso t1ig!11ightec1 v1orksl1ops, de-livern l)les. uncl lhe rnuin goi!ls of eucl1 v,orl, r,lun path N;i•Mi·lrlf11·ii\iliM E'l·l·lil,]§,1·li'l#1M
_ , O!laConrcUcn
·•--•..,.....,......••,1 .. , __ ST~TE~ ENTOFSERVICES
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•
· . · · · I • ~ -
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a
• KlckotfMeeling
~-f
I
• Agenda and Minutes
• Go.il1.ind0bjcetivcs
• A.cUonl\crnsllst
• Oe<islonlcg
• Oala Colccllon Log
I . O,ofl Flow • o,nnc Roq,hcd
Mon•o1ing Plan D•la and
ResponsltlleS1alf
• Eva!u.iuon of Missing
lnformallon
• Lif\SlallonAss,sim,nl
CAROLLO : PROPO S./ll I I\UGUST 20:1.S
i
' ~ - ---
•• r . ----: . . J ..
. ) _ _ 1··-
• flow Moni1oring
localionsand
lnsl:i!1a\ion Straleq'/
Workshop
• FlawMonitcringSitcs
• Ffow Monitoring Rei>01l
• Workshop, Ma\e1lals,
Agcn&, Minutes and
Action hems
• CaptU1C Key Svstcm flow D.11,1
{orOevelopingFJow
Pro}eCllom, Wct Weather Flow
Parametm,OiLX"nal
Drvelcpmtnl, DryWeathcr
Syst,mFJows.andModel
Calibrall::in
s• • .I.
lilii ·S·
• Modl!I ConUrualon .ind
C.aillra!lonOlmrnlons
- SoflwarcSclccUonTM
• Model Calibrallon Results
• Wockshop. M•terials, .-.g,nda.
Mlnutc.s.indActionltcms
• Draft Chapler 5 • ttyd1auic Model
Ol!VClopmcnt
- OevclopCalibraled
E:ttendedPeoodDynamlc
tfydraulc ModN ol lhe City'.s
CoUectionS)'1ttm
j
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• Was1cwalcrflowf.lclor1
Vlo1kshop
• P1an,,lngOc~ignC1i1C1ia
Workshop
• Or all CMpter 3 • Planning Critltfla
Ora rt Ch.I pl er 4 - Flow A.n.lysls & GIS
~ ..
• Land Use Density Maxlmlzalion GIS
data
• Workshop. Malcrtah, Agenda,
MinctH and Action hems
• OevelopW•stewa1u
Gene1auonfactor1
• Develop. Ory and Wet Flow
Factors ind a Rang, of
ExpertcdFJowPrO{ectlons
• o~,klp Evatua!lon Cr1mla
• Nil
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.
• Modl!I Calibr:ition & Wet Wca!Mr SC'millvily
Analysis Workshop
• ulsting Sy,,tcm Evalu.illon Workshop
• Fulll'C Syslcm Ev.1lualion Workshop
, Proposed Pro}tet Re:commendelions and
Ptclimkilry (IP Worohap
• Oral! Cllap\tr 1 & 2- Exlstilg System
Dr,1fl Cha pier 6. Existing System Capacity
EvaluilUl)rt
• Draft Chapter 7 • Exi\Ung Syitem ColMSiUoo
Asscssmcnl
01,1ft Ch.:Jptcr 8- FulUIC S)'llCm Ev~auan
• Womtlop. Malerlals. Agenda, Minutes and
Actionltcms
• RcflneEvaluatlonC,itc,~
Octronlnc Condition Related
oenclencies
• Oc\Cfminc Existing aod Growth
Trtgge,rdCipacityOtficlentles
• Otvl!lop CIP Ptojects and Coils
• M.istcr Pl.lrt Rcvfcw Mcctlng
• OroitlCh~tt9•CoUEslimatlon
Methodology Or.ill Chapter lO
Capital lmptoveme:nt Pian
• Or.ill ilnd f'in::il Report
• M«:ling M:itctbls. Agt!nda.
Minutes; and Ad ion hems
• Fln.11 Sewer M:islcr Pl~ and Digit.ti
Delttuv
• Projectcloscootwithdcf:ver,of
f'haleftctronicfdes
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18 September 7, 2025, Item #7
Collabo rat ive , t arge ted flo w mon itoring
during fav orable rain fa ll events reduces
co st s w hile enhancing 1/ 1 dat a accur acy.
l;Oi' SHW(.'I :iySlCII\ ll)'llri.l'Jllt n1uG~li119 projecb. til e l\ow 111onitonn9 pru;1rnn1 is one vf \11<! 1;10:;1 cnlic i;il elein~nt~ to 11uilding r.uni1dcrn.:0 Ul mvch-:::linn 1~comm0nrl ~tit.m s. T~t'r1." am i.V,'t' k~y tl<:-Poc:s in ll~\'do pinq rn1l'I impl 0 1110 11th19 t11~ iiow rnoni101h1;1 pro1.1111m.
:"~~ .. :\~-~-~,~ ~':"~,'-".~~~
·~ ;::_;· . ~ 1:Per RFP,req'uliements~
, . :--- .·1~-:.:·..,_.. , ... -- · --'!1- . •L• ... ,.. .. -., -~~~$,Ii. -.~- rr;; .~, ~~ have oudgeted ·:'=!.~
Identify t11 e optimal number of
flovm, ete rs and the locnt ions
w here w e w ill dep loy th em.
0rJ$1:"d nn Olli i0View ur 1he PH~VIOllS OlilSiCf µltln. !hew ~re ::rNernl opportu111t1es to refino flov.1 mQ\f.•rinl] i1l Bn~in~ G c\ncl P02. Wey r.1lso ri;1c.omnll?nd lh<11 in c:1 d[liU011 l(I lhl' eiQl)t if,:;,w ;11ele:r~. th(1t iJddilion(II IIO•Nnleters l)e lnstnllcd to help i) Olt!IC Ol'CilS of hiyh l.'l. 10 und~r'.:.t,1nr; lht' hyclfm11ic!: of key llo y, !iphl ~. ;;ind 1.;n(Jt,•1 !,hll"td !lll w Prlllt •;lfl :i ~Jl!'llC.•1 ~111.:!tl fu, COi l,lirl lilncl 1;st.• IYPL·::-. The pll1n will ht: vetv-A1 wdll lh•~ Cll)1 Opernuo,,~ 1e;1rn c111cl <1djusted bc\SC?d cm m.;1nllole \ICCC!s:;il.>illty, tf f1ffic con trol clMllellt;jP:'!:i, ~Ill(.\ l1yd1 iJUliC condl•.lons before proc eecllng willl instnl1,;1tion'.). [- •·'· --Flow ...•.• , ... , A0WF]
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... ·., ·:. ~:,-·:our approacli has.•- , ,,
- ~ " · • 'r.. ·.- ·-• -,. • ·r ••--•-""""' ' ••·J,r,
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For l11i!- p1ojccl , you 'l111t:"Cd u lei:lm wilh a proven trar.k 1e<.01d or quicl< a11d linudy i1 1slt1ll;1tio11!> of tlown1cter : •.
Whiltt we c.111·1 cunttol tlw wt:\;.ltht»r. W t! h«v~ provt'n nu, a,pp!OilCll UV<.'f the y!:!(US LO mc.1>:irni1.e lhe tlHlllCt -:'S ol c.1ptu1iny '!i-ig1111it011l wet Wl?illlJCI" llow <.ltl\i\ wilh il ~olirl plnn. Curollo h,,~~ ,1 un1qun ,c1nuonsh1p w1t1, ii~ flow monitoring pt.1rlnni, K<,•vin Krnjnwsk1 ol K-Flow. Ovor the Inst 20 y~ar!j, Curollo ond IC-Flow have developed n
11Just-l11-1·in,e" appro~ch to capturing wet wea1hcr
ilow monitoring dota . At UH.~ he9i1111111g or the p1oiect.
Carollo ancl l(-Flov1 \\'ill work r.ollc1tJornlively •Nith 1t1,~ City to cletc1min0 flew monitorrng :,;1tQS. pe,form field recorurni~ sr.1ncP on u,e propo::c~d 11112101 loc;ilians. <111d <1cqulrc ,111 /\(ic:cr.sarv perrnits. Wu 1,-vill H1cn co11ti11uo11:;I)• niunilor tile:" w~Ullll ~r lor~c:nst lo (l~tl::.1 m1nr:- u,,~ t!pt i11wl ll11ll11q for lllPl n1 d(•ploym cmt.
Tlw C:arollo/K•f-low lc:'!run c.tJr1 typically d1:.•11loy 111'.'l<•Jrs 111 a v,ec:I,: or Ir.:•,~- c,1rollo hi.IS U!>C-CI this s;u1K1 ;1ppro;;cl1 ;,ur:cesslully ior coun1lc:;r, {l{IC'llCl(~S in Ci1liCn1 ni;J, iii c.ludlno mc,:nlly for lhe cilie:.~ of Vist<1 n11U Lo111,1 lind~1. lh~ Town of Applt> V .. 1ll~y. lrnc.J lhe Counly ol $/Jnt~ Ci"u7.. whC'f'-' w<': v.:1..'r(' .ll">lc 10 deploy llowmotc.H!; 1111(lr. 1 t.'XtU . .:11\t~ly tight c.l~tll..Uil11~::,. la Ci>plu11;.· no ... , ir-.:m th(• IHl'(JC 5lorm 1. .. velll'..i. Fo1 ~:curnpl~. C~1rollo c.mcl K-Flmv ,,.1:',~ ttblc:
lo mnluli ~(• flo1.v mr.h'I ~ in thl' Clly llf LCll\ il Un,1,i to r:;1plul"\:
1hv most slqnif1cnnt rn1nir11f c,,f llte 20;!.'iU.();!S .. w 1so11. whu:h \',\IS~ cl1y Yt:itll. Our l~i11TI Wl1' .. ;1tJ1l" to c:uphm-: b,11.k• tcH>:1<:I: StC\rcn CVClll !-. lh C.• ITI\•Sl :;1oni(lc,lnl oi whjrh \'Vil !. l' livi:'·V0i11 . 24•hour s101111 t-~vc11t. Ci:1roflt1 w,1:; i.ll~o i1lll1J 10 cnµtu r"' a five-year . 24-1101.11 3lofm <."1cmt ;it 1110 Cuy C".\f V•~ti'I durin~J 11,e 20:::u.:;w2-1 w;.,I w1:1itth1:1r seusor1. Due to nur success in utilizing thi!i ;ipproach in tho po!;t, we shouh.J cnly neocl flowrn~tars in the ground for 011e month,
which provides si91-.ificant st1vings nvc:1 1-:i n1orc ty;")ir.al wr:l \\'Pil lh("1 rno11itnr i11v p1ograrn of lwo 1.0 tlltl:'t' mc111tn~:
or 1no1t-\.
Ow fl'Climinor; f t' \'l'.:·l': Oi lltt: :·Dt:i Sl:1•,er M:1~:•.H 1'/rm ,U(·S ind,.;c; {(•<;, thcH b':H1,: ~ -b' . t:nt! -Pol' · ere 11wct1 l;r1r,1., i/w 11 ot/11:r l :urnl! i,1 lhl· eiw Fcr.:r ,.;,;::cmir1f :i!I'! lc cot:Gns cc,:rd n:, -::(1 sL•!Jplcmi?nl mis 5·,u!Jy ut:cJ \·:11/ L,~• ,,,,the: f<J .'in :•11 ::p o,I ,c ce1,"'Jt r,f Gl-i >.i:l/i1 iC'mf l S•i (I ll( / IJ ,2 ,Jf(' 111::1111,: ,,,,,,;.•s //WI n;,cr/r/ hrcak 11(1 Su; ,ti I] , ... ,,,p P02•i.-?.--:: . .. , ur.:J lacu11ons 1:,m cvuid hr~•n~ up llo~/n /10 2 cm1 car; lJL' IP( t; !._•c! : r1u t er 1,:;liy ,c CLJµ t .i1r:
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0;, 1:ro:i.:1i~ 1tafi dur1,1!} u-. ... ~ flv1vmJniU11m g p l.; 1I u ,::,1,ni1J11.\ 19 September 7, 2025, Item #7
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..., A robust flow monitoring data analysis will enhance model calibra t ion ~ efficiency and help prioritize future 1/1 reduction projects Once u,e flV\'/ monitoring clata ls collQcted, a ill0JOugh a11,1lysi~ is 1equired to u11clerslCM(I l11e quality of the data . io establish dry wet1tlH?1 flow p<1!le1ns. to qw:inliiy the? 1-'I response see11 in the? system. uncl to d-2v;;lop Ill met rics to !1<~lp und~~rstunci lt1c ,elativc impact of Ii i ll11ougl1out ll1c Lollcclio11 system •• ••••• •
OA/OC of Flow Monitoring Data
We will use time series plots. volume balance
checks ucross upstream trnd downstream
flow mon itors. and scntter graphs 10 guide
t11e usc1bility a( l11e de1la for ttle purpose of
ct1lilJrc.1lion. A c!etailcd r~view of scatter plots wrll 1,elp us identify enoneous cla\fl. such as level or
velocity drifl. <111c1 understand if we e:<periencec1
surcl1ar9cd/ln1ckwate r coridit ions or ot11er
notuble nycfraulic condilions .
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I Seal/er grop/1 re~iew 1s o critlcof Ii;~/ ~l~p in cstob/1shin9 doto quol,ty ond understanding system hydraulics.
CAROLLO / PMOPOSJ\L I AUGUSt ;!C25
:-.•: •• •
Dry Weather Flow (DWF) Evaluation
DWF evt1luc1tions estub!ish events that are ideally
1clcnlificd i:is two periods of seven consecutive
days of ciry v1ct1ther. We will evuluclte dry Vleuther
flow Pillterns for eacl1 flow monitoring location
c:1nd will con1pare total dc1ily measured dry weather
flows to flows Uased on populalion/land use
and typicul unit {per crtpilcl) generi:ilton rates. to
11,:,hd.tic U1c dry wc;ither flmvs for coch r1rc,1. We
will prov ide daily peak. average:-<111d minimum
DWF (gpd) for v1eekduys and weekends; daily
Pt"ak. a•1erage and minimum wastewater (gpd) for
weekdays c111d weekends:1,vustewuter peaking
l'actors anct diurnal puttern (24/7) for w121e1<duys and wc ckencls; .ind clry VJC,1lhN IJ,lSC flow .
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I Corol/o"s process far dry Y1eotfler (low se/cclion estoblishes the fa undotionol buifr:Jing block of (he baseline models. Our Jeom hos extensive experienCt' cw1/uMing l•tge IIOlumcs of f/uw da/o.
STATEMENT OF SERVICES
-·--''"" '•··
• ••• ·•:•·
1/1 Analysis
Carollo will )lrEpare tat1les tlll:H sumniarize Vflrious Ill parnmeters , incll1di119 the peuk 1/1 to ADWF ralio, the percentage or min enter ing the system (R•Value),
infiltraU011 rates. and otllet rel~vc;mt met1ics. We will use ihis infomwtion as a basis for model cillibralion
und lo inform potentinl adclilional 1/1 reduction
<1ctivit1es, such us smoi<e tesling, v,ct weather
CCTV. end rehabilttalton.
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I Temperature mops of Ill meuics ore on easy way 10 visuoli1e whN e additional Ill reduc lion activitie s con be el(ec/ive
•••• ••••• •
Develop RTK Parameters
Tile development of R. T. and K pmameters for
e;ict, flow moni\01 ing bc1sin cun be .:-l lGd!ous
effort. For lhis ref!son . Corolla hr1s cleveloped un
i1H10use RTK Solver Tool lhilt 1,elps automti ~G the
dcvclopmenl of R. T. u11d K pcir~n1eters !or et1ch
flow monitoring b,1si11. The RTK Solver provides
,:1n intuitive graphical interface l11ot allov1s users
to ·see· how well t11c RTK solution fils tl1e di:1l<1
providing ;111 initial set of RTK for inpul 10 the
lnfoWo rks ICM moclel.
2.0 ~
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I
- Py!hon RTK Solver- ROIi
-Rainfall
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I Coro/Io's outomot ed RTK proceH mg roof pmvid es rapid onoly m of extend ed period flow and 1oinlo/J doto. While Sheer con provide R-vo/ucs. Corolla's tool will develop RTK poromct crs for crirlcol storm evcn ,s to occeletote the schedule.
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20 September 7, 2025, Item #7
Developing and calibrating a
sewer model and instituting a
QA/QC approach provides an
accurate predictive planning tool
to develop realistic capacity
related improvements
Carollo's approach to model calibration builds on our
model calibration workflow by using industry leading
flow, velocity, and level calibration at all the metering sites. The current industry standard is to calibrate
only to sewer flows, but by not calibrating to level
and velocity you may not be accurately simulating
hydraulic grade, which is the primary means with
which to size improvements and determine available
capacity. Carollo's model calibration workflow,
Model
Verification
Wet Weather
Calibration
1/1 Analysis
Dry Weather
Calibration
Flow Allocation
STATEMENT OF SERVICES
11411
shown on the right, follows a layered approach that
builds layers of accuracy, while applying calibration
standards at two separate phases. This detailed
methodology builds confidence in simulation results
and ultimately in facility evaluations and sizing.
I The model calibration work flow allows for the layering of dry and wet flows and builds accuracy in system simulations
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all match measured data.
I Carol/o's method of calibrating to flow, level, and velocity increases confidence that the system performance is evaluated based on hydraulic grade. By only calibrating to flow, velocity and level can be off while still matching flows. This is critical because deficiencies and improvement sizing depend on level (hydraulic grade line) not flow. 21 of 39
CAROLLO / PROPOSAL / AUGUST 2025
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21 September 7, 2025, Item #7
A clear rationale is essential for identifying,
justifying, prioritizing, phasing, and costing
risk-based CIP recommendations.
Carollo will work closely with the City to develop a
list of prioritization criteria and factoi:-s that will be used to vet all project recommendations to
develop its risk-based CIP. Existing cash flow,
developer funding responsibilities, and rate
impacts will be factored into the decision making
to phase the recommendations such that near
term projects mitigate the most pressing issues
while maximizing available cash.
Once the list of recommended projects have been
prioritized based on risk, Carollo will use our internal cost-estimating tool to assign project cost for each
improvement. Our tool incorporates cost factors due
to location, time-based adjustments, and markups
customized for each project type. Developing accurate
planning-level cost estimates supports more reliable
budgeting and long-term fi11ancial planning for tl1e City.
Initiate risk
analysis
STATEMENT OF SERVICES
-
Prioritized
replacement
projections by year
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I Our cost estimation tool is built to provide
planning level costs for facilities like pipelines,
valves, pump stations, and storage tanks that
are rooted in industry as well as local cost
characteristics ..
$250
$200
~ $150
0 ~ $100
$50
$0
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$221.5
Existing Force Main
Improvements
$4.1 M
1%
$41.4
$8.0
$22.5 $22.0
$0.0
.-
2023-2025 2025-2030 2030-2035 2035-2040 2040-2045 2045-2050 II Existing Ratepayers ■ Future Ratepayers
22 of 39
CAROLLO / PROPOSAL / AUGUST 2025
Existing Lift
Stations ...
Flow Monitoring
$0.0?M
0.02%
I /
R&RPipelines
$16.4 M
5%
... J
Existing G"avity Main
Improvements
$23.2M
7%
I Carollo helped Elsinore Valley Municipal Water
District categorize and prioritize the capital
projects based on facility type, rehabilitation
and replacement versus capacity, and budget for
additional studies and analysis. Carollo worked with
the District to phase the projects based on risk and
timing as well as when new rates will go into place.
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' • I I
Digital Master Plans provide
a sustainable communication
platform that allows the City to
be nimble in response to changes
in planning assumptions and
capital program changes
For cities like Poway where community engagement
is key, the ability to communicate development
strategies and show justification of implementing
infrastructure improvements is a must. The main
issue with paper master planning reports is that they
are out of date the moment they are printed. Digital
platforms allow the City to be nimble when it comes
to adjusting to changes in infrastructure improvement
priorities and project justifications. Our digital tools are standard deliverables as part of this Master Plan.
Carollo's tools are customizable to provide the ability to adjust project timing.
STATEMENT OF SERVICES
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I Carollo has created digital dashboards for many types of master and capital funding projects and programs. Carollo created the CIP dashboard for the City of Greeley's Water Pollution Control Facility.
The dashboard included phasing, casts by category and year, as well as many other metrics. These dashboards can be customized to include many types of data, maps, and other metrics. Multiple platforms can be used such as Power Bl or Tableau.
I Carollo developed an ESRI Story Map for the City of Reno's (NV) Northwest Sewer Capacity Study. The link to view the StoryMap is below. The electronic master plan included multiple details related to project specifics as well as links to detailed project summary sheets or the complete master plan report. The Carollo team will work together, in collaboration with the City of Poway to develop a digital master plan that meets your goals. https://carollo.maps.arcgis.com/apps/MapSeries/ index.html?appid=984476d1348d4736aaedcedllcf9cl60
Ii
P1ojec: Timing
23 of 39
City of Poway
Cop1rol lmp:o.•e:1 .. em Progru111
l:y Pin,,c,ct D1i'IC
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CAROLLO / PROPOSAL / AUGUST 2025
I A dynamic CIP dashboard in Power Bl allows
exploration of projects by driver and discipline (water resources/source of supply, treatment, transmission).
Our approach enables City staff to ecanomically
update this in-house by simply swapping out the
underlying Excel table.
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23 September 7, 2025, Item #7
Scope of Work
TASK 1. PROJECT MANAGEMENT
Task 1.1. Project Management
Project Schedule and Status Reports
Carollo has prepared an initial schedule with
pertinent milestones for the major tasks involved
in the project as part of the proposal. Carollo will
update the project schedule on a monthly basis as
necessary. An updated schedule will be presented
at the kickoff meeting. Carollo will prepare monthly
status reports and project schedule updates
that will be submitted with monthly invoices.
Project Administration
This task also includes managing the project team to
track time and budget, work elements accomplished,
work items planned for the next period, manpower,
scope changes, and budget needed to complete
the project. This task also includes the preparation
of monthly progress reports. The effort of this task is based on an eighteen (18) month project duration.
Task 1.2. Meetings and Workshops
Kickoff Meeting (In-Person)
During the in-person meeting, we will confirm
project objectives, introduce project team members,
establish communication lines for file sharing,
discuss the project schedule, review the data
collection list, and collaborate with City staff to
gather additional information. We will also discuss
the draft flow monitoring plan in this meeting.
Project Progress Meetings
Carollo will conduct 30-minute bi-weekly
progress meetings via Microsoft Teams. The
progress meetings will discuss project issues,
schedule, and any other relevant and pressing
issues. Carollo will prepare a brief meeting
agenda at least one (1) business day before each
meeting and submit meeting notes for each
meeting within five (5) business days after each
meeting. In addition, a detailed action item and
decision log will be maintained throughout the
project to facilitate smooth project execution and
clearly delineate responsibilities and deadlines.
All project status meetings will be virtual.
24 of 39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
Workshops and Meeting (Virtual)
Carollo anticipates seven (7) Workshops
and one (1) meeting will be scheduled
at key milestones as follows:
• Planning Design Criteria & Level of Service.
■ Wastewater Flow Factors.
■ Flow Monitoring Locations and
Installation Strategy.
■ Model Calibration & Wet Weather
Sensitivity Analysis.
• Existing System Evaluation.
■ Future System Evaluation.
■ Proposed Project Recommendations and
Preliminary CIP.
• Master Plan Review Meeting.
Task 1.3. Quality Assurance and
Quality Control
Carollo has developed Best Practices for its Master
Plans and developed QA/QC checklists for hydraulic
modeling projects. Carollo will follow its Best
Practices procedures, which include QA/QC checks
at six points during the master planning process:
Completion of demand projections, completion of
model development, completion of model calibration,
completion of system evaluations, completion of CIP
development, and draft and final report completions.
TASK 1 DELIVERABLES
■ Meeting agendas and minutes.
■ Monthly project progress reports with each
invoice and monthly schedule updates.
• Action Item and Decision Log updates.
TASK 2. DATA COLLECTION
AND REVIEW
Task 2.1. Data Collection
This task consists of data collection and review of the City's existing relevant planning/design documents
and design standards to support a capacity and
condition assessment of the collection system.
Carollo will develop a prioritized data collection log
that highlights the required data necessary for the
project, as well as background reports, and other
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24 September 7, 2025, Item #7
relevant information. The data collection log will have priorities and City assignments for data collection.
The following existing information will be collected:
• Previous reports and planning documents.
• Land use data, general plan, specific plans, and
future planned land uses.
• Water billing data.
• Most current GIS data (including sewer gravity
mains, lift stations, force mains, sewer laterals,
sewer basins, city boundaries, existing land use,
general plan land use, parcels with on-site septic
systems, etc.).
• Facility information (pump curves, wet well sizes, lift station set points, emergency power equipment).
• Relevant SCADA data.
• Historical flow monitoring.
• Operational records for sanitary sewer operations.
• CCTV and maintenance records for sewer lines.
• Known aI·eas of sanitary sewer overflows,
bottlenecks, and key bypass manholes.
• Proposed development plans on file, including
those in discussion stages.
• City design standards.
• Lift station inspection data.
• Flow monitoring.
• Smart Cover data.
• Other relevant documents and data.
Based on a review of the information listed above,
Carollo will develop a list of information required to
close data gaps to develop the Master Plan, including
data missing in the City's GIS database for condition
assessment and for building the hydraulic model.
TASK 2 DELIVERABLES
• Data Collection Log.
TASK 2 ASSUMPTIONS
• GIS files provided by the City are current and
require minimal clean-up (about 16 hours).
• Up to 40 as-built sheets will be reviewed to update
facilities (e.g., pipelines, lift stations, manhole
inverts) in the model.
• Two-week turnaround time for staff to provide data
is suggested in order to stay on schedule. We will
work with City to adjust turnaround time
as needed.
25 of 39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
• No system surveys will be conducted. If as-builts
are not available, interpolations between known
pipe or manhole inverts will be performed.
TASK 3. PLANNING DESIGN
CRITERIA & LEVEL OF SERVICE
After Carollo reviews the existing City standard
design criteria and establishes an understanding of
the City's existing system, a Planning and Design
Criteria & Level of Service Workshop will be held
to further understand and discuss existing system
conditions and planning considerations with
operators and engineering staff.
Task 3.1. Planning Design Criteria
Carollo will review the City's existing standard
design criteria and recommend updates based on
comparison with industry standards and guidelines
as well as planning and design criteria used by five
neighboring agencies of similar size and complexity.
Planning and design criteria will be evaluated for the
following categories:
• Maximum flow depth (e.g., d/D).
• Minimum and maximum pipe velocities.
• Minimum pipe slope.
• Manhole spacing.
• Lift station firm capacity.
• Design storm criteria.
• Wastewater Flow Factors
• Peaking factors by land use type and population
densities (for existing and future system modeling).
• Pipe material and minimum diameter requirements.
Based on City feedback, Carollo will establish cost
estimating multipliers to be applied to construction
cost to account for contingencies, engineering
design, permitting, environmental work, construction
management, and program implementation.
Task 3.2. Level of Service
Carollo will review the City's previous sewer
master plans, Sanitary Sewer Management Plan
(SSMP), capacity rights contractual agreements,
and other relevant data such as historical sanitary
sewer overflows (SSOs). historical metered
flows, and regulatory requirement for collection
systems, as well as City inputs, to evaluate the
City's existing wastewater collection system and
understand areas of concern within the system.
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25 September 7, 2025, Item #7
Carollo will work closely with City Staff to define
service levels, identify potential causes and locations of SSOs, and develop a framework for risk-based
decision strategies for capital improvement plan (CIP)
development and prioritization.
Task 3.3. Land Use Density Maximization
Carollo will collaborate with City staff and tile
Water Master Plan consultant to update the density
generation rates by land use type, based on the
maximum allowable densities defined for each land
use category in the General Plan. This collaboration
supports consistency in land use density assumptions
across the Water and Sewer Master Plans. Carollo will
update the GIS data with the changes and submit it to
the City.
Task 3.4. Sewer Risk Framework and CCTV
Data Review
To support capital improvement project prioritization,
Carollo will develop a framework for risk-based
decision strategies. The risk framework will
consider the condition of the collection system
from information provided by the City and include
identifying probable risks and consequences to be
considered in developing and prioritizing the capital
improvement plan.
Carollo will review the CCTV condition data from the
City's GraniteNet data to identify areas of concern or
data anomalies to focus on for spot-checking against
the CCTV video records. Carollo will propose up to
15,000 linear feet of gravity sewer main for the spot
check review. This will include the existing 8-inch
gravity main located in Pomerado Road, north of
Stone Canyon Road. Carollo will submit tile proposed
alignments to the City for review and approval prior
to initiating the video review by a NASSCO PACP
certified member of Carollo's team.
Carollo will use the results of the CCTV spot
checking task described above, maintenance history
information provided by the City, and GIS attributes
for pipe install date, diameter, and material to develop a desktop condition assessment methodology
for evaluating the overall condition of the City's
gravity main infrastructure and for input into the risk framework described in Task 3.2.
Carollo will review and analyze the CCTV video
footage, GraniteNet scoring results, and other
relevant information provided by the City for the
Pomerado Road 8-inch gravity sewer to recommend
potential solutions to address identified anomalies in
the vertical profile.
26 of39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
The results of the desktop assessment of the
gravity sewers will be used to identify replacement
recommendations for inclusion in the City's capital plan.
TASK 3 WORKSHOP
■ Planning Design Criteria Workshop: discuss
level of service, planning criteria, cost estimating
multipliers, and land use density maximization
updates for City feedback. Incorporate workshop
results into the draft chapter developed as part of
this task.
TASK 3 DELIVERABLES
■ Draft Chapter 3 -Planning Design Criteria & Level
of Service.
■ Land Use Density Maximization GIS data and
supporting files.
TASK 3 ASSUMPTIONS
■ The City's GIS attribute data, digitally available
maintenance history records, and GraniteNet
data export will be the data sources used for
the collection system piping existing condition
assessment.
■ The GraniteNet data consists of NASSCO PACP
compliant rating results that use the same pipe
identifiers as the City's GIS geodatabase.
TASK 4. WASTEWATER
GENERATION & FLOW
FACTOR DEVELOPMENT
Carollo will perform demographic and wastewater
flow analysis to predict current and future flows within the City's service area. The planning horizon includes
the following years: existing (2025), near-term (2035), and buildout. Carollo will work closely with the Water
Master Plan consultant to maintain data consistency
and streamline efforts.
Task 4.1. Existing Wastewater Flow
A temporary flow monitoring study is proposed for
hydraulic model calibration and 1/1 evaluation as
part of the Master Plan and details are provided
in Task 5.2. Carollo will analyze the City's existing
wastewater flow characteristics utilizing water billing data, historical flow data from City's permanent flow
meters, as well as data collected from the temporary
flow monitoring study. The existing average dry
weather flows (ADWF), peak dry weather flow
(PDWF), and peak wet weatl1er flows (PWWF) will
be estimated.
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26 September 7, 2025, Item #7
Changes to commercial, industrial, and/or institutional users, which may contribute significantly to
wastewater flows, will be identified and investigated
individually through discussions with City staff.
In addition, Carollo will evaluate the existing City
topography and wastewater collection system,
to verify and update the accuracy of sewershed
collection boundaries and facilities for existing
and future developments. This effort will support
the development of wastewater flow factors by
confirming that metered water usage and flow data
are attributed to the appropriate areas, as well as
enabling more accurate allocation of flows for future
development planning.
Task 4.2. Wastewater Flow Factor
Development
Carollo will develop wastewater generation unit
factors by land use (including residential, commercial, industrial, and institutional land uses) to support
planning, design, and future flow projections. This
process will utilize water billing data, existing land
use information, population information, and both
permanent and temporary flow monitoring data.
Carollo will work closely with City Staff to identify areas connected to the system versus areas served by the
on-site septic system, as well as to identify customers with ADUs. For each land use, an area-based unit
factor (gpd per acre) and an equivalent-dwelling-unit
based unit factor (gpd per EDU) will be developed.
In addition, Carollo will work closely with City Staff
to identify and define key assumptions regarding
anticipated future growth within service areas,
considering factors such as mandatory water
conservation measures, ADU related legislations, and
flows from neighboring jurisdictions.
Additionally, Carollo will analyze the historical wet
weather flows associated with past historical storm
events, assess system 1/1 responses, and estimate the
average annual 1/1 rate for each major sewer basins in
gallons per day per acre (gpd/ac) or gallons per day
per inch-diameter per mile.
Carollo will present the draft wastewater flow factors, 1/1 characteristics, existing flow characteristics, and explain the methodology and evaluation process to
City staff in the Wastewater Flow Factor Workshop.
City comments will be incorporated to finalize the
wastewater flow factors.
27 of 39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
Task 4.3. Future Wastewater Flow Projections
Carollo will use the wastewater flow factors
developed in Task 4.2 and the future land use data
developed in Task 3.3 to project future wastewater
flows contributed in the system. This effort will
involve close collaboration with City staff to establish assumptions and determine the planning horizon
for converting existing septic users to connect to
the City's sewer system. Additionally, Carollo will
work with City staff and the Water Master Plan
consultant to align on key assumptions in projecting
future wastewater flows, such as water conservation
measures, ADU policies, and future 1/1 assumptions to
project the buildout ADWF, PDWF, PWWF for the City.
Task 4.4. Wastewater Generation Map
and Table
Existing ADWF and future ADWF will be estimated
at parcel-level and assigned to the closest model
manhole. An Excel table listing parcels with land
use type, acreage, wastewater flow unit factors,
loading model manhole, calculated existing
wastewater flow, and calculated future wastewater
flows will be provided. A GIS layer with the
same information will be provided to the City.
TASK 4 WORKSHOP
■ Demand Factor Workshop: review the draft unit
Wastewater Flow Factor Workshop: review the
draft flow factors and present the metl1odology
and evaluation process for determining the factors
for City feedback. Incorporate workshop results
into the draft chapter developed as part of
this task.
TASK 4 DELIVERABLES
■ Draft Chapter 4 -Flow Analysis.
■ GIS files.
TASK 5. WASTEWATER SYSTEM
MODEL DEVELOPMENT &
EVALUATION
Task 5.1. Model Software Selection
Carollo will provide recommendations to the City
on the model software choice for this Master Plan
be.fore any model building work starts. A technical
memorandum listing the pros and cons of modeling
software and compatibility with internal processes
along with a final recommendation will be provided
for City review. Carollo will prepare a Software
Selection TM and submit it to the City for review.
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SUBTASK DELIVERABLE
• Software Selection TM.
Task 5.2. Flow Monitoring
A temporary flow monitoring study is proposed,
aiming to collect flow data for l1ydraulic model
calibration and 1/1 evaluation. The temporary flow
monitoring study will capture dry weather flow
and wet weather flow. The selection of the flow
monitoring locations will be determined based on the
understanding of the existing system, such as known
deficiencies. historical spills violations, and identified potential 1/1 areas, which will be gathered through
data collection and review outlined in Tasks 2 and 3.
Carollo, in collaboration with K-Flow. will prepare a
draft flow monitoring plan whicl1 details the rationale behind the selection of eacl1 temporary flowmeter
site. The plan will include, at minimum, the following:
1) number of proposed meters and proposed rain
gauges; 2) initial proposed locations of meters
and gauges; 3) start date and duration of the flow
monitoring program. The flow rnonitoring plan will
include a sufficient number of flowmeters to allow
assessment of 1/1, and to verify and/or adjust dry
and wet weather characteristics within the hydraulic
model. Per RFP requirements, up to eigl1t (8) flow
meter locations for a period of five months starting
typically around October 2025 have been budgeted.
However, with our approach we should require
only one month. The City will then be credited for
the remaining months. Carollo will facilitate a Flow
Monitoring Locations and Installation Strategy workshop with the City's engineering and operations staff. Input from the workshop will be incorporated in the final
flow monitoring plan.
Site Reconnaissance: K-Flow will visit the proposed
flow monitoring sites to verify the suitability of
manholes (or other access structures) and/or
alternative locations for tl1e installation of flow
meters. Site reconnaissance will be limited to top
side investigations to verify manhole location,
accessibility, traffic control requirements, and check
hydraulic conditions. K-Flow will consult with Carollo
and the City if alternative manholes are required for
flow monitoring and will gain approval 011 differing
sites before proceeding with meter installation. If site reconnaissance identifies hazardous conditions (for
example, manhole depths> 30 feet, elevated gas
levels that cannot be cleared, etc.), K-Flow
will work with Carollo and the City to identify
suitable alternatives.
28 of39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
Rainfall. K-Flow will provide a comprehensive rainfall
analysis covering the relevant flow monitoring basin
areas of the City sanitary sewer collection system
utilizing publicly available rain gauges. Initial review indicates over 40 rain gauge locations will be
available to supplement the rainfall analyses. Rainfall analyses will include appropriate rain allocation and
triangulation to flow monitoring basins and rain
event classifications.
Install/Calibrate/Remove Flow Meters: K-Flow will
recommend the appropriate metering technology
for the flow characteristics and hydraulic conditions.
K-Flow will prepare flow monitoring equipment with
the associated personnel necessary for installing
and removing the flow meters. K-Flow will document
the following information: location map with address,
pipe size/shape/dimensions, manhole identification
number, flow channel condition, site schematics, and
photographs. A K-Flow crew witl1 a field truck and the
necessary confined space entry (CSE), simple traffic
control, and flow monitoring equipment will install,
calibrate, maintain, and remove the flow meters to
collect dry-and wet-weather flow data. K-Flow will
verify data integrity and confirm that the meters are
operational and clear of debris. Maintenance and
meter malfunctions will be documented and reported
as soon as they are observed. Flow meters will
be area-velocity flow rneters capable of collecting
flow level and velocity measurements in free-flow
and surcharged hydraulic conditions. K-Flow will
be prepared to extend the duration of the flow
monitoring period as requested by Carollo. Carollo/K
Flow will prepare a Flow Monitoring Plan and submit it
to the City for review.
SUBTASK DELIVERABLE
• Draft Flow Monitoring Plan.
Task 5.3. Flow Monitoring and
Ill Analysis Study Report
Following the flow monitoring activities and after
the meters are removed, K-Flow will download and
reduce the data in 15-minute intervals into Excel
spreadsheets for data analysis, data QA/QC, and
report preparation. A draft and final version of the
Flow Monitoring and 1/1 Analysis Report will be
prepared and submitted in electronic format (PDF).
The report will include the following information:
• Summary of the flow monitoring equipment.
• Location maps with addresses, pipe sizes, manhole
identifier nurnbers, flow channel conditions, site
schematics, and photographs.
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• Flow monitoring data with tabular outputs of depth,
velocity, and flow rate and hydrographs of depth.
velocity, and flow rates for each flow meter.
• Isolation and quantification of 1/1 flows per site and per monitoring basin.
■ Identification of inflow versus infiltration metrics. • Normalized ranking of flow monitoring basins by
inflow and infiltration characteristics.
• Determination of local Rainfall Intensity-Duration
Frequency (IDF) curves and NOAA determination
of storm event classifications (if valid and relevant). • Total rainfall over the flow monitoring duration.
■ Triangulated rainfall data to the flow monitoring
sites/basins.
The Carollo/K-Flow team will review and analyze flow
monitoring and rainfall data to determine minimum,
average, and peak dry and wet weather flow rates
and 1/1 quantities for each of the monitoring locations.
The Carollo/K-Flow team will prepare a Draft Flow
Monitoring TM that includes the following: executive
summary, introduction and background, methods
and procedures. selection process of flow monitoring
devices, monitoring locations and presentation of
data, and summary of flow monitoring data including
graphs, diagrams and infographics. The report will
present the ADWF, PDWF, PWWF, and estimated 1/1,
and describe the process used to estimate the flows.
A two-week review time is assumed for the City to
provide comments. The final TM that incorporates the
City's comments will be included in the Master
Plan report. Carollo will prepare a Flow Monitoring
and 1/1 Analysis Report and will be submitted to the
City for review.
SUBTASK DELIVERABLES
• Final Flow Monitoring.
• Draft and Final 1/1 Analysis Report.
Task 5.4. Base Model Development
Model Build: Based on GIS data provided by the
City, Carollo will build the sewer network in the
model. Carollo will adjust sewershed boundaries
in the model as part of this effort upon reviewing the
topograpl1y and flow directions in the system The
Carollo team will review up to 40 as-built sheets for
pipeline, manhole, or lift station data not currently in GIS.
Base wastewater flows and diurnal curves from Task 4
will be allocated to model nodes. Pump curves will be
updated based on the latest pump test data, if available.
Model Scenarios: Carollo will develop existing, near-
29 of 39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
term and buildout scenarios for ADWF, PDWF, and
PWWF. Up to 9 scenarios have been budgeted.
Model Calibration: Carollo will calibrate the hydraulic model of the sewer collection system using flow data
collected during the flow monitoring period. The
model will be calibrated to both dry and wet weather
flow conditions. Dry weather flow calibration will be
conducted to confirm that the City's model accurately
simulates flows, levels, and velocities measured by the temporary flow meters for dry weather flow conditions.
Wet weather flow calibration will be conducted based
on flow monitoring data collected during significant
rainfall events.
Wastewater base flows, 1/1, and sewer hydraulics
in the model will be adjusted during the model
calibration process. Carollo will perform the
calibration using an extended period model
simulation. Carollo will model 7 days for ADWF, and
the duration captured during the wet weather flow
monitoring.
Depth, flow, velocity, volume, and 24-hour diurnal
patterns will be used as the calibration parameters.
The calibration goal is to be within 10 percent of the
reliable portion of the observed data. Carollo will
also conduct model simulations to confirm the wet
weather peaking factors.
Carollo will perform a preliminary system evaluation
to understand the impacts of capacity evaluation
criteria. Results of a sensitivity analysis to balance
risks and costs will be shared with the City.
A Model Calibration & Wet Weather Sensitivity
Analysis Workshop will be held with the City
Engineering and Field Operations Departments to
present recommended improvements and obtain
City input. Hydraulic Model Development will be
submitted to the City for review.
SUBTASK DELIVERABLE
• Draft Chapter 5 -Hydraulic Model Development.
Task 5.5. Existing System Evaluation
Carollo will develop tables summarizing existing
system facilities, containing lists and characteristics of system pipelines, lift stations, force mains, siphons, discharge outlet points, sewer basins, and description
of flow paths. In addition, Carollo will prepare a 24-
inch x 36-inch wall map of the City's existing sewer
system for City review. After incorporating City
comments, tl1e finalized wall map will be printed.
Two(2) foam board mounted color maps sized 24 x 36
inches will be submitted. The cost associated with a
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3D-raised relief map is included under Task 11.
Using the calibrated model, Carollo will evaluate the
system under peak dry weather flow and peak wet
weather flow using the selected design storm. Carollo
will identify locations with predicted surcharges and
spills and will meet with the City to discuss findings
from the capacity analysis. Draft Chapters 1 & 2 -
Existing System and Chapter 6 -Existing System
Evaluation, will beprovided for City review.
SUBTASK DELIVERABLES
■ Draft Chapters 1 & 2 -Existing System.
■ Draft of Chapter 6 -Existing System Capacity
Evaluation.
Task 5.6. Lift Station Field Condition
Assessment
Carollo's team of discipline leads will conduct a visual inspection of the accessible infrastructure and major
equipment at the City's 5 wastewater lift stations. The level of effort for this task is based 011 a team of 2
people for 1 day in the field to assess the mechanical, civil, structural, electrical, and instrumentation &
controls at the 5 lift stations.
It is expected that City staff familiar with the
infrastructure and equipment at the lift stations will
accompany Carollo's assessment team to provide
input on maintenance history, reliability issues,
and other concerns to be documented. Input from
operations, maintenance, and/or management
staff dur•ing the assessment will be critical to
understanding and documenting issues that are not
evident from the visual inspections and the criticality of the assets. The Carollo team will also look for
code and safety violations and concerns and will
record findings as part of this effort. The findings from the visual field assessment will be used to develop
planning level recommendations for rehabilitation or
improvement projects.
SUBTASK DELIVERABLE
■ Draft of Chapter 8 -Condition Assessment will be
provided for City review.
Task 5.7. Future System Evaluation
Carollo will evaluate the system with buildout
flows under peak dry weather flow and peak wet
weather flow conditions using tl1e selected design
storm. Carollo will identify locations with predicted
surcharges and spills and will meet with the City to
discuss findings from the capacity analysis.
30 of39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
SUBTASK DELIVERABLE
■ Draft of Chapter 7 -Future System Evaluation.
Task 5.8. Proposed Capacity Improvement
Recommendations
Carollo will develop a prioritized list of recommended
capacity improvement projects to address the
identified capacity constraints from the existing and
future system evaluations. Carollo will update the
hydraulic model to include the proposed solutions
and confirm that the proposed solutions enable
the system to adequately convey flows from peak
dry weather and design storm flow conditions. CIP
projects recommended in 2013 SMP will be used as a
starting point for this effort.
As part of this effort, Carollo will evaluate the
Oak Knoll Siphon, a critical juncture in the City's
collection system which conveys all City flows to
San Diego's system. Due to its age and ongoing
maintenance challenges, the City is considering
alternatives to eliminate the siphon. Carollo will
evaluate the capacity and conditions of the Oak Knoll
Siphon based on hydraulic model results, previous
condition assessment report, and City inputs and
make improvement recommendation accordingly.
TASK 5 WORKSHOP
■ Model Calibration & Wet Weather Sensitivity
Analysis: present recommended improvements
and obtain City input.
■ Existing System Evaluation Workshop: discuss the
results and associated causes of concern for City
feedback. Incorporate workshop results into the
draft chapters developed as part of this task.
■ Future System Evaluation Workshop: discuss the
results and associated causes of concern for City
feedback. Incorporate workshop results into the
draft chapters developed as part of this task.
TASK 5 DELIVERABLES
■ Software Selection TM.
■ Draft and Final Flow Monitoring and 1/1
Analysis Report.
■ Draft Chapter 5 -Hydraulic Model Development.
■ Draft of Chapters 1 & 2 -Introduction and
Existing System.
■ Draft Chapter 6 -Existing System Capacity
Evaluation.
■ Draft Chapter 7 -Future System Capacity
Evaluation.
■ Draft Chapter 8 -Condition Assessment.
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TASK 5 ASSUMPTIONS
■ K-Flow can handle simple traffic control (TC) setups
(truck-mounted light board and < 15 TC cones per
site) as required for this project. K-Flow cannot
support complex or high-speed TC set-ups; these
will require a traffic control contractor. Based on
initial review of the site locations, K-Flow assumes
there will not be any need for a traffic control
contractor.
• City will provide site accessibility as needed.
• The City will be credited for flow monitoring
months not used.
TASK 6. SEWER MASTER PLAN
UPDATE
Task 6.1. Capital Improvement Plan
Based on results from the evaluations, Carollo will
develop improvement recommendations to meet
the City's planning and design criteria for capacity
and conditions. The projects will be prioritized using
the level of service and risk criteria established in
Task 3. Carollo will coordinate with City staff to apply unit cost factors developed in Task 3 for planning
level cost estimates for each improvement project.
The estimates will be AACE International Class 5
estimates. The projects will be based on findings from
the 1/1 analysis, capacity evaluation, and condition
assessments. Carollo will provide an electronic list in Microsoft Excel, which will include a summary sheet
for each project consisting of a project description,
map, scope (e.g., construction, permitting, estimated
duration), probable cost, and relationship of
projects to growth and other triggers. The projects
will be prioritized based on risk scoring that
incorporates criticality and need for improvement.
Carollo will facilitate a workshop (Proposed Project
Recommendations and Preliminary CIP Workshop) to
present the recommended improvements to obtain
input from the City. Carollo will incorporate input
from the workshop and prepare a near-term (10-year)
risk-based Capital Improvement Plan (CIP). The CIP
will identify replacements and improvements needed
to meet existing (2025), near-term (2025-2035), and
buildout flows. Carollo will prepare a draft chapter
for the cost estimation and CIP development.
SUBTASK DELIVERABLES
■ Draft of Chapter 9 -Cost Estimation Methodology.
• Draft of Chapter 10 -Capital Improvement Plan.
31 of 39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
Task 6.2. Draft Sewer Master
Plan Update Report
Carollo will address comments from the City and
combine the draft chapters developed in Tasks 2
through 5 to develop the Draft Sewer Master Plan
Update Report consisting of project background,
objectives, assumptions, design criteria, and
analysis results to 1·eflect current conditions and
recommended improvements to the existing and
future wastewater collection system. The Report
will describe the decision strategy (developed
in Task 3) and rationale for identifying, justifying,
prioritizing, and costing the CIP recommendations.
An executive summary will be added to the draft
chapters to form a Draft Report as outlined below:
• Executive Summary.
■ Chapter 1 -Introduction.
■ Chapter 2 -Existing System.
■ Chapter 3 -Planning Design Criteria & Level of
Service.
■ Chapter 4 -Flow Analysis.
• Chapter 5 -Hydraulic Model Development.
■ Chapter 6 -Existing System Capacity Evaluation.
■ Chapter 7 -Future System Capacity Evaluation.
• Chapter 8 -Condition Assessment.
■ Chapter 9 -Cost Estimation.
■ Chapter 10 -Capital Improvement Plan.
■ Appendices.
After tl1e City staff completes their comments on tl1e
Draft Sewer Master Plan Update Report, Carollo will
meet with City staff to review comments. Draft Master
Plan Report with Appendices will be provided for
City review and a comment log will be prepared.
Task 6.3. Final Sewer Master Plan Update
Report
Based on comments provided by the City, a Final
Master Plan will be prepared. Carollo will provide
standard digital delivery as part of this effort to
provide staff with a GIS-based tool with model output
results that can be incorporated into the City's GIS
system to view capital improvement projects. We will
host the digital master plan tool at no cost during the project duration plus an additional 4-month period
after the official project completion. Additional effort can be provided and is listed under Optional Task 7.1.
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Task 6.4. City Council Meeting
Based on comments provided by the City, Carollo will
attend and prepare for one (1) public meeting.
TASK 6 WORKSHOP & MEETING
• Proposed Project Recommendations and
Preliminary CIP Workshop: present the
recommended improvements to obtain input from
the City.
• Master Plan Review Meeting
TASK 6 DELIVERABLES
• Draft of Chapter 8 -Cost Estimation.
• Draft Chapter 9 -Capital Improvement Plan.
• Draft Master Plan Report: five (5) hard copies and
one (1) editable electronic copy.
■ Final Master Plan Report: ten (10) hard copies and
one (1) electronic copy (including all text, figures,
tables, maps, and model).
• Comment Log.
TASK 6 ASSUMPTIONS
• Two rounds of comments have been budgeted.
32 of 39
CAROLLO / PROPOSAL / AUGUST 2025
STATEMENT OF SERVICES
TASK 7 OPTIONAL TASKS
Task 7.1. Digital Delivery
Carollo can provide the City with a Digital Master
Plan to adjust planning needs post-project as City
requirements change to provide the City with a
flexible, 'living' Master Plan adapting to evolving
system demands over time is an ideal planning tool.
A representative budget has been included in our fee
estimate, but can be customized upon City needs.
Task 7.2. Additional Modeling Scenarios
Carollo has budgeted for five (5) modeling and
associated documentation for additional modeling
scenarios that may be required for system
evaluations or alternative improvements.
Task 7.3. 3D-Relief Map
Carollo has budgeted for the development of a
3D-Relief Map of the sewer collection system. The
map will be laminated to allow one to write with
erasable markers. Cost estimate includes labor and
shipping. Installation costs are not included.
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September 7, 2025, Item #7
Carollo Title
Administrative Support
Analyst
Engineering Intern
Lead Professional
Principal Professional
Professional
Senior Analyst
Senior Professional
Staff Professional
Staff Analyst
Supervising Analyst
Supervising Professional
PECE
Other Direct Expenses
Travel and Subsistence
Mileage at IRS Reimbursement Rate Effective January
1, 2024
Subconsultant
Other Direct Cost
Expert Witness
Hourly Rate
$157.00
$210.00
$138.00
$265.00
$334.00
$220.00
$244.00
$285.00
$185.00
$170.00
$265.00
$305.00
$16.00
Cost+ 10%
$0.70 per mile
Cost+ 10%
Cost+ 10%
Hourly Rate x 2.0
This fee schedule is subject to annual revisions due to labor adjustments 35 of39
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43 September 7, 2025, Item #7
EXHIBIT "B"
Cal Gov Code§ 7522.56
Deering' s California Codes are current through all 1016 chapters of the 2018 Regular Session and the November 6, 2018 Ballot Measures.
Deering's California Codes Annotated> GOVERNMENT CODE> Title 1 General> Division 7 Miscellaneous > Chapter 21 Public Pension and Retirement Plans > Article 4 California Public Employees' Pension Reform Act of 2013
§ 7522.56. Provisions applicable to person rece1vmg pension benefit from public retirement system; Section supersedes conflicting provisions (a) This section shall apply to any person who is receiving a pension benefit from a public retirement system and shall supersede any other provision in conflict with this section. (b) A retired person shall not serve, be employed by, or be employed through a contract directly by, a public employer in the same public retirement system from which the retiree receives the benefit without reinstatement from retirement, except as permitted by this section.
(c) A person who retires from a public employer may serve without reinstatement from retirement or loss or interruption of benefits provided by the retirement system upon appointment by the appointing power of a public employer either during an emergency to prevent stoppage of public business or because the retired person has skills needed to perform work of limited duration.
( d) Appointments of the person authorized under this section shall not exceed a total for all employers in that public retirement system of 960 hours or other equivalent limit, in a calendar or fiscal year, depending on the administrator of the system. The rate of pay for the employment shall not be less than the minimum, nor exceed the maximum, paid by the employer to other employees performing comparable duties, divided by 173.333 to equal an hourly rate. A retired person whose employment without reinstatement is authorized by this section shall acquire no service credit or retirement rights under this section with respect to the employment unless he or she reinstates from retirement. (e)
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(1) Notwithstanding subdivision (c), any retired person shall not be eligible to serve or be employed by a public employer if, during the 12-month period prior to an September 7, 2025, Item #7
appointment described in this section, the retired person received any unemployment insurance compensation arising out of prior employment subject to this section with a public employer. A retiree shall certify in writing to the employer upon accepting an offer of employment that he or she is in compliance with this requirement. (2) A retired person who accepts an appointment after receiving unemployment insurance compensation as described in this subdivision shall terminate that employment on the last day of the current pay period and shall not be eligible for reappointment subject to this section for a period of 12 months following the last day of employment.
(f) A retired person shall not be eligible to be employed pursuant to this section for a period of 180 days following the date of retirement unless he or she meets one of the following conditions:
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(1) The employer certifies the nature of the employment and that the appointment is necessary to fill a critically needed position before 180 days have passed and the appointment has been approved by the governing body of the employer in a public meeting. The appointment may not be placed on a consent calendar. (2)
(A) Except as otherwise provided in this paragraph, for state employees, the state employer certifies the nature of the employment and that the appointment is necessary to fill a critically needed state employment position before 180 days have passed and the appointment has been approved by the Department of Human Resources. The department may establish a process to delegate appointing authority to individual state agencies, but shall audit the process to determine if abuses of the system occur. If necessary, the department may assume an agency's appointing authority for retired workers and may charge the department an appropriate amount for administering that authority.
(B) For legislative employees, the Senate Committee on Rules or the Assembly Rules Committee certifies the nature of the employment and that the appointment is necessary to fill a critically needed position before 180 days have passed and approves the appointment in a public meeting. The appointment may not be placed on a consent calendar.
(C) For employees of the California State University, the Trustees of the California State University certifies the nature of the employment and that the appointment is necessary to fill a critically needed position before 180 days have passed and approves the appointment in a public meeting. The appointment may not be placed on a consent calendar.
September 7, 2025, Item #7
(3) The retiree is eligible to participate in the Faculty Early Retirement Program pursuant to a collective bargaining agreement with the California State University that existed prior to January 1, 2013, or has been included in subsequent agreements. (4) The retiree is a public safety officer or firefighter hired to perform a function or functions regularly performed by a public safety officer or firefighter. (g) A retired person who accepted a retirement incentive upon retirement shall not be eligible to be employed pursuant to this section for a period of 180 days following the date of retirement and subdivision (f) shall not apply.
(h) This section shall not apply to a person who is retired from the State Teachers' Retirement System, and who is subject to Sections 24214. 24214.5 or 26812 of the Education Code.
(i) This section shall not apply to (1) a subordinate judicial officer whose position, upon retirement, is converted to a judgeship pursuant to Section 69615, and he or she returns to work in the converted position, and the employer is a trial court, or (2) a retiree of the Judges' Retirement System or the Judges' Retirement System II who is assigned to serve in a court pursuant to Section 68543.5.
History
Added Stats 2012 ch 296 § 15 (AB 340). effective January 1, 2013. Amended Stats 2013 ch 528 § 11 (SB 13), effective October 4, 2013 (ch 528 prevails); ch 76 § 75 (AB 383), effective January 1, 2013; Stats 2014 ch 238 § 1 (AB 2476), effective January 1, 2015.
Annotations
Notes
Amendments:
Note-
Amendments:
2013 Amendment:
Substituted (1) "have passed" for "has passed" in the first sentence of subds (f)(l) and (f)(2); (2) "or firefighter hired to perform a function or functions regularly performed by a public safety officer or firefighter" for "of firefighter" in subd (f)(4); and (3) "Judges' Retirement System" for "Judges' Retirement System I" in subd (i).
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September 7, 2025, Item #7
WORKERS' COMPENSATION INSURANCE CERTIFICATE
Pursuant to Section 1861 of the State Labor Code, each Consultant to whom a public works Contract has been awarded shall sign the following certificate and shall submit same to the City of Poway prior to performing any work on the Contract:
"I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for Workers' Compensation or to undertake self insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the work of this Contract." Consultant
By:
Title
Date
Section 3700 of the State Labor Code reads in part as follows:
"Every employer except the State shall secure the payment of compensation in one or more of the following ways:
(a) By being insured against liability to pay compensation by one or more insurers duly authorized to write compensation insurance in this state. (b) By securing from the Director of Industrial Relations a certificate of consent to self insure, either as an individual employer, or as one employer in a group of employers, which may be given upon furnishing proof satisfactory to the Director of Industrial Relations of ability to self-insure and to pay any compensation that may become due to his employees."
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