AGE N DA Poway City Council
Council Ch amber I 13325 Civic Center Drive I Pow ay, CA I 92064 June 16, 2026 I 7 p.m.
Thank you for participating in your local government and the City of Poway Council meetings.
Meetings I Regular City Council meetings are held on the first and third Tuesday of the month at 7:00 p.m. in the Council Chambers located at 13325 Civic Center Drive, Poway, CA 92064. The Council Chamber will be open to the public.
Public Meeting Access I Members of the public may attend the City Council meeting in person, or watch the City Council meeting live online. Regular City Council meetings are broadcast live on Cox Communication Channel 24 and Spectrum Channel 19. Council meeting videos are archived and available for viewing on the City's website.
Speakers I Persons wishing to address the Council on matters not on the agenda may do so under Public Comment. Those wishing to speak on items on the agenda may do so when the item is being considered . Please submit a Speaker's Slip to the City Clerk prior to the meeting or the announcement of the item. All comments will be limited to three (3) minutes. Per the Poway Municipal Code, the speaking time may be reduced.
To Watch Live:
www.poway.org/councilmeetings
Agenda Materials I This agenda contains a brief summary of each item the Council will consider .
The Agenda and Agenda Packet is posted seven (7) days prior to regular City Council meetings and are available for viewing on the City's website at www .poway.org . Sign up at https://poway.org/list.aspx to receive email notifications when City Council agendas are published online. Items listed on the agenda with a"#" symbol are in preparation.
PLEASE NOTE: Written comments received via email before 3:00 p.m. the day prior to the meeting will be distributed as formal additional material as well as be made available online prior to ~he City Council meeting. Written comments received after this deadline will be forwarded to the Council, but not available online until after the City Council meeting.
American Disabilities Act Title II I In compliance with the Americans with Disabilities Act of 1990, persons with a disability may request an agenda in appropriate alternative formats as required by Title II. Any person with a disability who requires a modification or accommodation in order to participate in a meeting should direct such request to the City Clerk's office 858-668-4530 at least 24 hours prior to the meeting.
Steve Vaus
Mayor
Jenny Maeda
Deputy Mayor
Peter De Hoff
Council member
Christopher J. Pikus Vacant
Councilmember Councilmember
Reminder I As a courtesy to all attendees, please silence all electronic devices and engage in conversations outside the Council Chambers.
The City Council also sits as the City of Poway Planning Commission, Poway Housing Authority, Public Financing Authority and Successor Agency to the Poway Redevelopment Agency CALL TO ORDER:
ROLL CALL:
PLEDGE OF ALLEGIANCE :
MOMENT OF SILENCE:
PRESENTATION: None
PUBLIC COMMENT : In accordance with State law, an item not scheduled on the agenda may be brought forward by the general public for comment; however, the City Council will not be able to discuss or take action on any issue not included on the agenda. You may speak up to three (3) minutes.
Per the Poway Municipal Code, the speaking time may be reduced. Speakers have one opportunity to address the Council unde r Public Comment.
CONSENT CALENDAR: The Consent Calendar may be enacted in one motion by the Council with a Roll Call Vote without discussion unless a Council member, a membe r of the public, or City Manager requests that an item be removed fo r discussion.
1. Approval of Reading by Title Only and Waiver of Reading in Full of Ordinances on this Agenda
2. Approval of the April 7, 2026 Regular and April 16, 2026 Special City Council Meeting Minutes
3. November 3, 2026 General Municipal Election
4. Review of the City's Local Conflict of Interest Code
5. Award of Agreement to Ardurra Group, Inc., for Construction Management Services for the Treated Water Facilities and Redundant Pipeline Project, RFP No. 26-009
6. Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Landscape Maintenance District 19-1 for Fiscal Year 2026-27 and Set Date for Public Hearing
7. Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Landscape Maintenance District 83-1 for Fiscal Year 2026-27 and Set Date for Public Hearing
8. Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Landscape Maintenance District 86-1 for Fiscal Year 2026-27 and Set Date for Public Hearing
2 of 4 Regular City Council Meeting June 16, 2026
9. Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Landscape Maintenance District 86-2 for Fiscal Year 2026-27 and Set Date for Public Hearing
10. Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Landscape Maintenance District 86-3 for Fiscal Year 2026-27 and Set Date for Public Hearing
11. Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Landscape Maintenance District 87-1 for Fiscal Year 2026-27 and Set Date for Public Hearing
12. Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Lighting District for Fiscal Year 2026-27 and Set Date for Public Hearing
13. Acceptance of the FY 2024-25 Water Valve Replacement Project with M-Rae Engineering, Inc., as Complete
14. Acceptance of the FY 2025-2026 Street Maintenance Project with Pavement Coatings Co., as Complete
15. Acceptance of the FY 2025-26 Citywide Striping Project with Payco Specialties, as Complete
16. Award of Contract to CPM Project Management LLC, for the MCCC Kitchen Hood Replacement Project, Bid No. 26-003 and Determination the Project is Categorically Exempt from the California Environmental Quality Act
17. City's Investment Report as of March 31, 2026
18. Capital Asset Policy Consideration and Adoption
19. Acceptance of the Poway Center for the Performing Arts Heating Ventilation and Air Conditioning Controls Replacement Project, RFP No. 21-013 with Sunbelt Controls, Inc., as Complete ORDINANCES FOR INTRODUCTION: None
PUBLIC HEARINGS:
20. Report on Vacancies, and Recruitment and Retention Efforts City Manager's Recommendation: It is recommended the City Council receive and file the report.
21. Resolution Amending the TransNet Local Street Improvement Program List of Projects for Fiscal Years 2024-25 through 2028-29; and Resolution Adopting the TransNet Local Street Improvement Program List of Projects for Fiscal Years 2026-27 through 2030-31 City Manager's Recommendation: It is recommended the City Council take public input, close the public hearing and: 1) adopt the Resolution Amending the TransNet Local Street Improvement Program List of Projects for Fiscal Years 2024-25 through 2028-29; and 2) adopt the Resolution 3 of 4 Regular City Council Meeting June 16, 2026
Adopting the TransNet Local Street Improvement Program List of Projects for Fiscal Years 2026- 27 through 2030-31.
22. Proposed Fiscal Year 2026-27 Operating Budget and Capital Improvement Program City Manager's Recommendation: It is recommended the City Council take public input, close the public hearing, receive the Budget Review Committee Report, consider their recommendations, and adopt the Resolutions approving changes to the classification plan and salary schedule, approving the annual operating budget and capital improvement program, and adopting an appropriations limit as required by State law.
STAFF REPORTS: None
WORKSHOPS: None
COUNCIL -INITIATED ITEMS: None
COUNCIL COMMITTEE REPORTS and ANNOUNCEMENTS: Pursuant to AB1234 - (G.C. 53232(d)) CITY MANAGER ITEMS:
CITY ATTORNEY ITEMS: (Including any public report of any action taken in closed session) CLOSED SESSION: None
ADIOURNMENT :
State of California
County of San Diego
)
) ss.
)
AFFIDAVIT OF POSTING
I, Carrie Gallagher, CMC, City Clerk of the City of Poway, hereby declare under penalty of perjury that this notice of a Regular meeting as called by the City Council of the City of Poway was posted and provided on June 9, 2026. Said meeting to be held at 7:00 p.m., June 16, 2026, in the Poway City Council Chambers, 13325 Civic Center Drive, Poway, California. Said notice was posted on the Bulletin Board at the entrance to City Hall.
Carrie Gallagher,~
4 of 4 Regular City Council Meeting June 16, 2026
1 of 10
June 16, 2026, Item #2
AG EN DA REPORT City of Poway
DATE:
TO:
FROM:
June 16, 2026
Honorable Mayor and Members of the City Council
Carrie Gallagher, City Clerk (}~
(858) 668-4535 or cgallagher@p~way.org
CITY COUNCIL
SUBJECT: Approval of the April 7, 2026 Regular and April 16, 2026 Special City Council Meeting Minutes
Summary
The City Council Meeting Minutes submitted hereto for approval are:
• April 7, 2026 Regular City Council Meeting Minutes
• April 16, 2026 Special City Council Meeting Minutes
The Poway City Council sits as the Poway Planning Commission, the Poway Housing Authority, the Public Financing Authority, and the Successor Agency to the Poway Redevelopment Agency.
Recommended Action:
It is recommended the City Council approve the April 7, 2026 Regular and the April 16, 2026 Special City Council meeting minutes.
Public Notification:
None.
Attachments:
A. April 7, 2026 Regular City Council Meeting Minutes
B. April 16, 2026 Special City Council Meeting Minutes
Tracy Stev ns
Assistant City Manager
Reviewed By:
Alan Fenstermacher
City Attorney
2 of 10
June 16, 2026, Item #2
ATTACHMENT A
CITY OF POWAY
CITY COUNCIL REGULAR MEETING
MINUTES
April 7, 2026
City Council Chambers
13325 Civic Center Drive, Poway, California
(Per Government Code 54953)
(Meeting Called to Order as City Council/City of Poway Planning Commission/Poway Housing Authority/Public Financing Authority and Successor Agency to the Poway Redevelopment Agency) CALL TO ORDER:
Mayor Vaus called the Regular Meeting to order at 7:00 p.m.
ROLL CALL:
Present: Christopher J. Pikus, Jenny Maeda, Steve Vaus
Absent: Peter De Hoff
STAFF MEMBERS PRESENT:
City Manager Chris Hazeltine; Assistant City Attorney Alisha Patterson; City Clerk Carrie Gallagher; Director of Development Services Julie Procopio; Director of Human Resources and Risk Management Jodene Dunphy; Director of Public Works Eric Heidemann; Director of Community Services Audrey Denham; Fire Chief Brian Mitchell; Captain Claudia Delgado, San Diego County Sheriff's Office.
(Note: Hereinafter the titles Mayor, Deputy Mayor, Councilmember, City Manager, Assistant City Attorney and City Clerk shall be used to indicate Mayor/Chair, Deputy MayorNice Chair, Councilmember/Director, City Manager/Executive Director, City Attorney/Counsel and City Clerk/Secretary.)
PLEDGE OF ALLEGIANCE:
Deputy Mayor Maeda led the Pledge of Allegiance.
MOMENT OF SILENCE:
Mayor Vaus led a moment of silence.
PRESENTATIONS:
None.
PUBLIC COMMENT:
Dr. Betsy Busch voiced concerns regarding potential health impacts associated with pickleba/1- related noise and distributed a supporting handout.
3 of 10
June 16, 2026, Item #2
City of Poway -Minutes -April 7, 2026
Vanessa Springett spoke in opposition to pickleba/1 courts at The Farm and requested an updated, site-specific noise study.
CONSENT CALENDAR:
Motioned by Councilmember Pikus, seconded by Mayor Vaus to approve Consent Calendar Items 1 through 7. Motion carried 3/0/1 by the following roll-call vote:
Ayes:
Noes:
Abstained:
Absent:
Disqualified:
Pikus, Maeda, Vaus
None
None
De Hoff
None
1. Approval of Reading by Title Only and Waiver of Reading in Full of Ordinances on this Agenda
2. Approval of the January 20, 2026 Regular City Council Meeting Minutes
3. Acceptance of the FY 2024-25 Americans with Disabilities Act Barrier Removal -Buckley Street Phase I with AB. Hashmi, Inc., as Complete
4. Acceptance of the FY 2024-25 Street Overlay Project with Quality Construction & Engineering Inc., as Complete
5. Award of Agreement to Brightview Landscape Services for Starridge Park Turf and Path Improvement Project and Appropriation of Funds
6. Award of Agreement to SCA of CA, LLC for Street Sweeping Services
7. Acceptance of Public Improvements for the McKee Orchard, Improvement Plan 22-0002 ORDINANCES FOR INTRODUCTION:
None.
PUBLIC HEARINGS:
None.
STAFF REPORTS:
8. Amendment to the Contract between the Board of Administration of the California Public Employees' Retirement System (CalPERS) and the City of Poway to Incorporate Language from the California Public Employees' Pension Reform Act (PEPRA) of 2013 Director of Human Resources and Risk Management Jodene Dunphy presented the item. Ms.
Dunphy stated the City contracts with the California Public Employees' Retirement System (CalPERS) for public employee retirement benefits, noting the Public Employees' Pension Reform Act (PEPRA) became effective January 1, 2013, and, among other provisions, established a third tier of retirement benefits as part of statewide pension reform. 4 of 10
June 16, 2026, Item #2
City of Poway -Minutes -April 7, 2026
Ms. Dunphy explained at the time PEPRA was implemented, Cal PERS did not require formal contract amendments to incorporate the reduced benefit changes mandated by the law. She reported CalPERS has recently contacted City staff requesting an amendment to the City's contract to formally reflect the PEPRA-related changes, noting CalPERS is undertaking similar updates with over 200 cities statewide.
Ms. Dunphy emphasized the proposed amendment is administrative in nature and does not enhance, reduce, or otherwise modify existing retirement benefits.
Public Comment.
None.
End of Public Comment.
Motioned by Mayor Vaus, seconded by Deputy Mayor Maeda to: adopt Resolution No. 26-007 entitled "A Resolution of the City Council of the City of Poway, California, to Approve an Amendment to Contract between the Board of Administration California Public Employees' Retirement System and the City of Poway"; and to proceed with the first reading of Ordinance No. 881 entitled "An Ordinance of the City Council of the City of Poway, California, Authorizing an Amendment to the Contract between the City Council of the City of Poway and the Board of Administration of the California Public Employees' Retirement System (CalPERS)", waive further reading, and schedule the adoption of the ordinance for the May 5, 2026 Regular City Council meeting. Motion carried 3/0/1 by the following roll-call vote:
Ayes:
Noes:
Abstained:
Absent:
Disqualified:
Pikus, Maeda, Vaus
None
None
De Hoff
None
9. Approval of a Three-Year Agreement with Fireworks America to Provide the Annual July 4th Fireworks
Director of Community Services Audrey Denham introduced the item. Ms. Denham stated the item is a request to approve a three-year agreement with Fireworks America to secure pricing for the City's annual Independence Day fireworks event.
Recreation Area Manager Sarah Becker then presented the item along with a PowerPoint presentation. Ms. Becker reported the Old-Fashioned Fourth of July celebration at Old Poway Park will feature traditional activities, including train rides, live entertainment, food vendors, pony rides, and family games, along with historical interpreters portraying figures such as Uncle Sam, Susan B. Anthony, and Betsy Ross.
She outlined additional elements recognizing Americas 250th birthday, including a ceremonial train arrival by George Washington, a commemorative program, and living history presentations featuring reenactors portraying past U.S. presidents throughout the day.
Ms. Becker also introduced "Red, White and Wow!" patriotic decorating contest, a citywide initiative inviting residents and businesses to participate through themed decorations. She 5 of 10
June 16, 2026, Item #2
City of Poway -Minutes -April 7, 2026
noted the program includes multiple participation categories, judging by current and retired military service members, and community voting through an online platform, with participating locations displayed on the City's website. Ms. Becker stated winners will receive recognition and be announced during the event's opening ceremonies. She acknowledged the coordination among City departments and expressed appreciation to the Mayor and City Council for their support.
Public Comment.
None.
End of Public Comment.
Council discussion ensued. Council thanked staff and expressed support for a citywide decorating contest aligned with the nation's 250th birthday and endorsed continuation of the City's two-fireworks-show format.
Motioned by Mayor Vaus, seconded by Councilmember Pikus to approve the three-year Agreement and authorize the City Manager to execute all necessary documents associated with the Agreement between the City of Poway and Fireworks America to provide the July 4th fireworks. Motion carried 3/0/1 by the following roll-call vote:
Ayes:
Noes:
Abstained:
Absent:
Disqualified:
Pikus, Maeda, Vaus
None
None
De Hoff
None
10. Approving a Cal PERS 180-day Waiting Period Exception to Hire a Retired Annuitant Director of Human Resources and Risk Management Jodene Dunphy presented the item. She stated the item is a request to approve and waive the 180-day waiting period required by the California Public Employees' Retirement System prior to hiring a retired CalPERS employee on a temporary basis.
Ms. Dunphy explained an urgent operational need exists to temporarily fill the Contract Specialist/Inspector position within the Facilities Maintenance Landscape Maintenance District Division of the Public Works Department during the incumbent's temporary leave of absence. She reported Jeffrey Zamora retired from the position on January 18, 2026, following more than 23 years of service to the City of Poway, and has agreed to return as a retired annuitant on a temporary basis. Ms. Dunphy noted Mr. Zamora possesses the specialized knowledge, skills, and abilities necessary to ensure continuity of critical operations associated with the position.
Public Comment.
None.
End of Public Comment.
6 of 10
June 16, 2026, Item #2
City of Poway -Minutes -April 7, 2026
Motioned by Mayor Vaus, seconded by Deputy Mayor Maeda to approve Resolution No. 26-008 entitled "A Resolution of the City Council of the City of Poway, California, for a 180-Day Waiting Period Exception to Hire a Retired Annuitant Pursuant to Government Codes Sections 7522.56 and 21221(9)", until staffing levels are restored. Motion carried 3/0/1 by the following roll-call vote:
Ayes:
Noes:
Abstained:
Absent:
Disqualified:
WORKSHOPS:
None.
Pikus, Maeda, Vaus
None
None
De Hoff
None
COUNCIL-INITIATED ITEMS:
None.
COUNCIL COMMITTEE REPORTS and ANNOUNCEMENTS: Pursuant to AB1234 -(G.C. 53232(d))
Director of Public Works Eric Heidemann provided an update regarding the San Diego County Water Authority (Water Authority), including a June 2025 settlement with the Metropolitan Water District of Southern California (Metropolitan). He highlighted key provisions of the agreement, including a 10-year fixed transportation (conveyance) costs providing rate predictability, and authorization to sell surplus water to Metropolitan member agencies.
Mr. Heidemann explained these efforts help offset fixed costs amid declining demand. He also noted the potential for interstate transfers through agreements with the Bureau of Reclamation, which may further stabilize costs.
Responding to Council questions, Mr. Heidemann confirmed the Water Authority is obligated to pay Metropolitan authority fees annually regardless of use and stated surplus sales and potential transfers are intended to offset excess supply and reduce cost pressures. He indicated these actions are expected to moderate upward pressure on water rates.
Councilmember Pikus reported attending recent San Diego Association of Governments (SAN DAG) meetings, noting the agency received an unmodified audit opinion for fiscal year 2025, reflecting a clean audit and a significant improvement from prior years. He also reported participating in a two-day retreat focused on long-term planning and upcoming regional projects.
Additionally, Councilmember Pikus provided an update on the State Route 67 project.
Mayor Vaus commented on the State Route 67 project, expressing concern that the current scope is less extensive than what was originally presented to voters under TransNet. He noted his concerns regarding its effectiveness in improving safety and serving as an evacuation route for backcountry residents.
Mayor Vaus requested Council concurrence to direct staff to return for discussion and possible adoption of consideration of an immediate adjustment to the City's housing in lieu fees at the May 19, 2026 Regular City Council meeting. 7 of 10
June 16, 2026, Item #2
City of Poway -Minutes -April 7, 2026
CITY MANAGER ITEMS:
City Manager Chris Hazeltine acknowledged receipt of numerous public comments regarding pickleball-related concerns. He stated no development applications have been submitted for the referenced site and confirmed the City is not currently processing or discussing any proposals.
He noted any future application will be made publicly available and, in coordination with the Development Services Director, will require the applicant to engage with The Farm HOA and the surrounding neighborhood as part of the review process.
CITY ATTORNEY ITEMS: (Including any public report of any action taken in closed session) None.
CLOSED SESSION:
None.
ADJOURNMENT:
The meeting was adjourned at 7:32 p.m.
Carrie Gallagher, CMC
City Clerk
City of Poway, California
8 of 10
June 16, 2026, Item #2
ATTACHMENT B
CITY
OF
POWAY
CITY
COUNCIL
SPECIAL
MEETING
MINUTES
April
16,
2026
City
Council
Chambers
13325
Civic
Center
Drive,
Poway,
California
(Per
Government
Code
54953)
(Meeting
Called
to
Order
as
City
Council/City
of
Poway
Planning
Commission/Poway
Housing
Authority/Public
Financing
Authority
and
Successor
Agency
to
the
Poway
Redevelopment
Agency)
CALL
TO
ORDER:
Mayor
Vaus
called
the
Regular
Meeting
to
order
at
12 :00
p.m
.
ROLL
CALL:
Present:
Jenny
Maeda,
Christopher
J.
Pikus
, Steve
Vaus
Absent:
Peter
De
Hoff
Councilmember
De
Hoff
joined
the
meeting
via
teleconference
at
12 :04
p.m
.
STAFF
MEMBERS
PRESENT:
City
Manager
Chris
Hazeltine;
City
Attorney
Alan
Fenstermacher;
City
Clerk
Carrie
Gallagher,
Director
of Development
Services
Julie Procopio
.
(Note
: Hereinafter
the
titles
Mayor,
Deputy
Mayor
, Councilmember,
City
Manager,
City
Attorney
and
City
Clerk
shall
be
used
to
indicate
Mayor/Chair,
Deputy
MayorNice
Chair,
Councilmember/Director,
City
Manager/Executive
Director,
City
Attorney/Counsel
and
City
Clerk/Secretary.) PLEDGE
OF
ALLEGIANCE:
None. MOMENT
OF
SILENCE:
None
.
PRESENTATIONS: None. PUBLIC
COMMENT:
None
.
9 of 10
June 16, 2026, Item #2
City
of
Poway
-
Minutes
-April
16,
2026
CONSENT
CALENDAR:
None
.
ORDINANCES
FOR
INTRODUCTION:
None. PUBLIC
HEARINGS:
None
.
STAFF
REPORTS:
None. WORKSHOPS: None
.
COUNCIL-INITIATED
ITEMS:
None. COUNCIL
COMMITTEE
REPORTS
and
ANNOUNCEMENTS:
Pursuant
to
AB1234
-(G.C
.
53232(d)) None. CITY
MANAGER
ITEMS:
None. CITY
ATTORNEY
ITEMS:
(Including
any
public
report
of
any
action
taken
in
closed
session)
City
Attorney
Alan
Fenstermacher
reported
no
reportable
action
was
taken
.
CLOSED
SESSION:
1. Conference
with
Legal
Counsel
-
Anticipated
Litigation
Significant
exposure
to
litigation
pursuant
to
paragraph
(2)
of
subd
ivision
(d)
of
Section
54956.9
: One
(1)
Case
2. Conference
with
Legal
Counsel
-
Anticipated
Litigation
Significant
exposure
to
litigation
pursuant
to
paragraph
(2)
of
subdivision
(d)
of
Section
54956.9:
One
(1)
Case
ADJOURNMENT: The
meeting
was
recessed
into
closed
session
at
12:01
p.m
.
The
meeting
was
adjourned
at
12:48
p.m
.
10 of 10
June 16, 2026, Item #2
City of Poway -Minutes -April 16, 2026
Carrie Gallagher, CMC
City Clerk
City of Poway, California
June 16, 2026, Item #3
DATE:
TO:
FROM:
CONTACT:
SUBJECT:
Summary:
AGENDA REPORT CityofPoway
June 16, 2026
Honorable Mayor and Members of the City Council
Carrie Gallagher, City Clerk
Carrie Gallagher, City Clerk
(858) 668-4535 or [email protected]
November 3, 2026 General Municipal Election
CITY COUNCIL
The City of Poway is scheduled to conduct the General Municipal Election on Tuesday, November 3, 2026, for the purpose of electing an at-large Mayor, one (1) Councilmember from District 1 and one (1) Councilmember from District 3 for the full term of four (4) years. Adoption of the recommended resolutions is required to commence the election process in conformance with the State of California's election laws.
Recommended Action:
It is recommended the City Council adopt the Resolutions calling for the election, requesting consolidation services from the County Board of Supervisors, and adopting a fee and regulations for candidate statements.
Discussion:
In accordance with Poway Municipal Code Section 2.24.010, the City's 2026 General Municipal Election is scheduled to be held on November 3, 2026 for the purpose of electing an at-large Mayor, one (1) Council member from District 1 and one (1) Council member from District 3 for the full term of four (4) years. The candidate filing period for the November election is Monday, July 13, 2026, at 8:00 a.m. to Friday, August 7, 2026, at 5:00 p.m. If an incumbent does not intend to file, the nomination period will be extended to Wednesday, August 12, 2026, at 5:30 p.m. for candidates other than the incumbent to file for that specific office. The City of Poway follows the candidate nomination process established in the California Elections Code.
In accordance with California Elections Code section 10403 and Poway Municipal Code Chapter 2.24, the City is requesting the San Diego County Board of Supervisors consolidate the City's General Municipal Election with the Statewide General Election to be held on November 3, 2026. The resolution (Attachment B) requesting consolidation agrees to reimburse the San Diego County Registrar of Voters 1 of 10
June 16, 2026, Item #3
Office for costs associated with the election services provided to the City. This long-standing partnership is cost-effective, reducing duplicity in both effort and in costs.
The California Elections Code provides for candidate reimbursement for the cost of printing and mailing their respective candidate statements in the Voter Information Pamphlet. The Federal Voting Rights Act requires voters' pamphlets for San Diego County be translated into Spanish, Filipino, Vietnamese and Chinese languages.
The candidate statement is a voluntary statement for candidates seeking a specific elective office and may include the name, age, occupation, education and qualifications of the candidate. Historically, a 200-word statement has been designated by Council. Candidates who opt for this printing are required to pay a $1,000 deposit when the nomination paper and forms are filed with the City Clerk.
The resolution attached to the staff report (Attachment C) establishes reimbursement of the cost for a candidate statement based on a 200-word statement. Final payment is due upon receipt from the Registrar of Voters (ROV) following the election. Candidates will be billed or refunded the difference in cost based on the actual number of candidates filing statements.
Environmental Review:
This action is not subject to CEQA review.
Fiscal Impact:
Although the actual costs of the election are likely to vary, the estimated cost projection of the election from the San Diego County ROV is $85,000. This cost includes one (1) at-large Mayor and two (2) candidate seats. The appropriation of funds for this expenditure is included in the proposed FY 2026- 27 Budget (account 101010-49100).
Public Notification:
Upon approval of this item, staff will publish the Notice of Election on the City's website and in the following newspapers:
• El Latino
• Epoch Times
• Nguoi Viet Today
• San Diego Union Tribune
• The Filipino Press
Attachments:
A. Resolution Calling the Election
B. Resolution Requesting Consolidation Services from the County Board of Supervisors C. Resolution Adopting a Fee and Regulations for Candidate Statements 2 of 10
June 16, 2026, Item #3
Tracy
Steven
Assistant
City
Manager
3 of
10 Reviewed
By:
Alan
Fenstermacher
City
Attorney
Approved
By
:
~
Chris
Hazeltine
City
Manager
June 16, 2026, Item #3
RESOLUTION NO. 26-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
POWAY, CALIFORNIA, CALLING FOR THE HOLDING OF A
GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY,
NOVEMBER 3, 2026, FOR THE ELECTION OF CERTAIN
OFFICERS AS REQUIRED BY THE PROVISIONS OF THE LAWS
OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW
CITIES
WHEREAS, under the provisions of the laws relating to General Law Cities in the State of California, a General Municipal Election shall be held on November 3, 2026, for the election of municipal officers.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Poway as follows:
SECTION 1: Pursuant to the requirements of the laws of the State of California relating to general law cities, there is called and ordered to be in the City of Poway, California, on Tuesday, November 3, 2026, a Municipal Election for the purpose of electing an at-large Mayor, one (1) Council member from District 1 and one (1) Council member from District 3 for the full term of four (4) years.
SECTION 2: The ballots to be used at the election shall be in form and content as required by law.
SECTION 3: The City Clerk is authorized, instructed and directed to coordinate with the County of San Diego Registrar of Voters to procure and furnish any and all official ballots, notices, printed matter and all supplies, equipment and paraphernalia that may be necessary in order to properly and lawfully conduct the election.
SECTION 4: The Voting Centers (polls) for the election shall be open at 7:00 a.m. on the day of the election and shall remain open continuously from that time until 8:00 p.m. on the same day when the Voting Centers (polls) shall be closed, pursuant to Elections Code section 10242, except as provided in section 14401 of the Elections Code of the State of California. Voting Centers (polls) as designed by the California Voter's Choice Act will be open up to ten (10) days prior to Election Day.
SECTION 5: In all particulars not recited in this Resolution, the election shall be held and conducted as provided by law for holding municipal elections.
SECTION 6: Notice of the time and place of holding the election is given and the City Clerk is authorized, instructed and directed to give further or additional notice of the election, in time, form and manner as required by law.
SECTION 7: The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.
SECTION 8: The City Council authorizes the City Clerk to administer said election and all reasonable and actual election expenses shall be paid in full by the City upon presentation of a properly submitted bill and that this City agrees to indemnify and save free and harmless the 4 of 10 ATTACHMENT A
June 16, 2026, Item #3
Resolution No. 26-
County, its officers, agents and employees from expense or liability, including reasonable attorneys' fees, as the result of an election contest arising after conduct of this general municipal election, so long as the basis for any such claim arises from the conduct of the City or as a result of the reasonable reliance by the County upon information provided by the City.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Poway, California on the 16th day of June, 2026 by the following vote, to wit:
AYES:
NOES:
ABSTAINED:
ABSENT:
DISQUALIFIED:
Steve Vaus, Mayor
ATTEST:
Carrie Gallagher, CMC, City Clerk
5 of 10
June 16, 2026, Item #3
RESOLUTION NO. 26-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
POWAY, CALIFORNIA, REQUESTING THE BOARD OF
SUPERVISORS OF THE COUNTY OF SAN DIEGO TO
CONSOLIDATE A GENERAL MUNICIPAL ELECTION TO BE
HELD ON TUESDAY, NOVEMBER 3, 2026, WITH THE
STATEWIDE GENERAL ELECTION TO BE HELD THAT DATE
PURSUANT TO § 10403 OF THE ELECTIONS CODE
WHEREAS, the City Council of the City of Poway called a General Municipal Election to be held on November 3, 2026, for the purpose of election of an at-large Mayor, one (1) Council member from District 1 and one (1) Council member from District 3; and WHEREAS, it is desirable that the General Municipal Election be consolidated with the Statewide General Election to be held on the same date within the City, the Voting Centers (polls) and election officers of the two elections be the same, and the Registrar of Voters Office of the County of San Diego canvass the returns of the General Municipal Election and the election be held in all respects as ifthere were only one (1) election.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Poway as follows:
SECTION 1: Pursuant to the requirements of§ 10403 of the Elections Code, the Board of Supervisors of the County of San Diego is hereby requested to consent and agree to the consolidation of a General Municipal Election with the Statewide General Election on Tuesday, November 3, 2026, for the purpose of the election of an at-large Mayor, one (1) Councilmember from District 1 and one (1) Councilmember from District 3, for a full term of four (4) years.
SECTION 2: The Registrar of Voters Office of the County of San Diego is authorized to canvass the returns of the General Municipal Election. The election shall be held in all respects as if there were only one (1) election, and only one (1) form of ballot shall be used. The election will be held and conducted in accordance with the provisions of law regulating the statewide election, pursuant to § 10418 of the Elections Code.
SECTION 3: The Board of Supervisors is requested to issue instructions to the Registrar of Voters Office to take any and all steps necessary for the holding of the consolidated election.
SECTION 4: The City of Poway recognizes additional costs will be incurred by the County by reason of this consolidation and agrees to reimburse the County for those costs.
SECTION 5: The City Clerk is hereby directed to file a certified copy of this Resolution with the Board of Supervisors and the Registrar of Voters Office of the County of San Diego.
SECTION 6: The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.
6 of 10
II
II
ATTACHMENT B
June 16, 2026, Item #3
Resolution No. 26-
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Poway, California on the 16th day of June, 2026 by the following vote, to wit:
AYES:
NOES:
ABSTAINED:
ABSENT:
DISQUALIFIED:
Steve Vaus, Mayor
ATTEST:
Carrie Gallagher, CMC, City Clerk
7 of 10
June 16, 2026, Item #3
RESOLUTION NO. 26-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
POWAY, CALIFORNIA, ADOPTING REGULATIONS FOR
CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO
CANDIDATES STATEMENTS SUBMITTED TO THE VOTERS AT
AN ELECTION TO BE HELD ON TUESDAY, NOVEMBER 3, 2026
WHEREAS, § 13307 of the Elections Code of the State of California provides that the governing body of any local agency may adopt regulations pertaining to materials prepared by any candidate for a municipal election, including costs of the candidate statement.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Poway as follows:
SECTION 1: General Provisions.
That pursuant to § 13307 of the Elections Code of the State of California, each candidate for elective office to be voted for at an election to be held in the City of Poway on November 3, 2026, may prepare a candidate's statement on an appropriate form provided by the City Clerk.
Such statement may include the name, age and current principal profession(s), vocations (s) or occupation(s) of the candidate and a brief description of no more than two hundred (200) words of the candidate's education and qualifications expressed by the candidate himself or herself.
Such statement shall not include party affiliation of the candidate, nor membership or activity in partisan political organizations. The statement shall be filed in typewritten form in the Office of the City Clerk at the time the candidate's nomination papers are filed. The statement may be withdrawn, but not changed, during the period for filing nomination papers and until five o'clock (5:00) p.m. of the next working day after the close of the nomination period. 8 of 10
SECTION 2: Foreign Language Policy.
A. Pursuant to the Federal Voting Rights Act, candidate statements will be translated into all languages required by the County of San Diego Registrar of Voters Office. The County is required to translate candidate's statements into the following languages:
Spanish, Vietnamese, Filipino and Chinese.
B. The Registrar of Voters will print and mail sample ballots and candidate statements in Spanish, Vietnamese, Filipino and Chinese. to only those voters who are on the County voter file as having requested a sample ballot in a particular language. The Registrar of Voters will make the sample ballots and candidates statements in the required languages available at all polling places, on the County's website and in the Election Official's office.
SECTION 3: Payment.
Translations: The candidate shall be required to pay for the cost of translating the candidate's statement into any required foreign language as specified in Section 2 pursuant to Federal and/or State Law.
Printing: The candidate shall be required to pay for the cost of printing the candidate's statement in English and the required languages, as specified
ATTACHMENT C
June 16, 2026, Item #3
in Section 2, in the sample ballot pamphlets and any language the candidate requests as an option by the candidate.
The City Clerk shall estimate the total cost of printing, handling, translating and mailing the candidate's statements filed pursuant to this section, including costs incurred as a result of complying with the Federal Voting Rights Act of 1965 (as amended), and require each candidate filing a statement to pay in advance to the local agency of his or her estimated pro rata share of $1,200 for the seat of at-large Mayor, $1,000 for the seat of Councilmember from District 1 and $1,000 for the seat of Councilmember from District 3, as a condition of having his or her statement included in the voter's pamphlet. The estimated amount is just an approximation of the actual cost that varies from one election to another election and may be significantly more or less than the estimate, depending on the actual number of candidates filing statements. Accordingly, the Clerk is not bound by the estimate and may, on a pro rata basis, bill the candidate for additional actual expense or refund any excess paid depending on the final actual cost. In the event of underpayment, the Clerk shall upon receipt from the Registrar of Voters (ROV) following the election, require the candidate to pay the balance of the cost incurred. In the event of overpayment, the Clerk shall prorate the excess amount among the candidates and refund the excess amount paid upon receipt from the ROV following the election.
SECTION 4: Miscellaneous.
A. All translations included in the voters' pamphlet shall be provided by the San Diego County Registrar of Voters translation vendor.
B. The City Clerk shall comply with all recommendations and standards set forth by the California Secretary of State regarding occupational designations and other matters relating to elections.
SECTION 5: Additional Materials.
A. No candidate will be permitted to include additional materials in the sample ballot package.
SECTION 6: The City Clerk shall provide each candidate or the candidate's representative a copy of this Resolution at the time nominating petitions are issued.
SECTION 7: All previous Resolutions establishing council policy on payment for candidate's statements are repealed.
SECTION 8: This Resolution shall apply only to the election to be held on November 3, 2026 and shall then be repealed.
SECTION 9: The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions.
9 of 10
II
II
II
June 16, 2026, Item #3
Resolution No. 26-
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Poway, California on the 16th day of June, 2026 by the following vote, to wit:
AYES:
NOES:
ABSTAINED:
ABSENT:
DISQUALIFIED:
Steve Vaus, Mayor
ATTEST:
Carrie Gallagher, CMC, City Clerk
10 of 10
June 16, 2026, Item #4
DATE:
TO:
FROM:
CONTACT:
SUBJECT:
Summary:
1 AGENDA REPORT CityofPoway
June 16, 2026
Honorable Mayor and Members of the City Council
Carrie Gallagher, City Clerk ~
Carrie Gallagher, City Clerk
(858) 668-4535 or [email protected]
Review of the City's Local Conflict of Interest Code
CITY COUNCIL
The Political Reform Act (PRA) requires every local government agency to adopt and maintain a Local Conflict of Interest Code. In accordance with Government Code section 87306.5, no later than July 1 of each even-numbered year, the City Council shall direct staff to review the City's Conflict of Interest Code for possible amendment to reflect any added, changed, or deleted positions since the last Local Conflict of Interest Code adoption.
Recommended Action:
It is recommended the City Council direct staff to review the City's Local Conflict of Interest Code in accordance with Government Code section 87306.5.
Discussion:
The Local Conflict of Interest Code designates positions required to file a Statement of Economic Interests, also known as the Fair Political Practices Commission's (FPPC) Form 700, and assigns disclosure categories specifying the types of interests to be reported to help determine if any disqualifications exist in making or participating in making decisions on behalf of the City or any other agencies which may have an influence on their financial interests.
The PRA requires every local government agency to review its Local Conflict of Interest Code every even-numbered year to ensure it is accurate and current. Specifically, Government Code section 87306.5 requires the City Council, no later than July 1 of even-numbered years, direct staff to review the City's Local Conflict of Interest Code to determine if amendments are required or no amendments are necessary. Once the determination has been made, a notice, referred to as the "biennial report", must be submitted by the City Clerk to the California FPPC no later than October 1, 2026. If amendments to the Local Conflict of Interest Code are indeed necessary, the code must be forwarded to the City Council for approval within 90 days of the determination. Any amendments made would reflect changes in position titles, positions that may no longer exist, and the creation of new positions 1 of 2
June 16, 2026, Item #4
meeting the definition of a "designated employee" since the adoption of the last Local Conflict of Interest Code.
Environmental Review:
This action is not subject to review under the California Environmental Quality Act (CEQA).
Fiscal Impact:
None.
Public Notification:
None.
Attachments:
None.
racy Stevens
Assistant City Manager
2 of2
Reviewed By:
Alan Fenstermacher
City Attorney
Chris Hazeltine
City Manager
June 16, 2026, Item #5
DATE:
TO:
FROM:
CONTACT:
SUBJECT:
Summary:
AG EN DA REPORT City of Poway
CITY COUNCIL
June 16, 2026
Honorable Mayor and Members of the City Council
Eric Heidemann, Director of Public Works~ {vJ
Robert Weber, Principal Civil Engineer, Public Works -Utilities (858) 668-4717 or [email protected]
Award of Agreement to Ardurra Group, Inc., for Construction Management Services for the Treated Water Facilities and Redundant Pipeline Project, RFP No. 26-009 With the goal of increasing the reliability of drinking water for water customers now and for generations to come, the City is undertaking its largest capital improvement program in the City's history referred to as the Water Infrastructure Improvement Program (Program). Phase Ill of the Program is the Treated Water Facilities and Redundant Pipeline Project (TWF).
A Request for Proposals (RFP) for Construction Management Services for the TWF, RFP No. 26-009, was duly advertised on February 5 and February 12, 2026. Eight (8) proposals were received and opened on March 19, 2026. Staff reviewed the proposals submitted and recommends Ardurra Group, Inc. (Ardurra) as the consulting firm to provide these services for the City of Poway (City). Staff determined Ardurra best meets the evaluation criteria and addresses the needs of the City. The length of this agreement shall begin July 1, 2026, and go through the end of the project.
Additionally, the Program has been presented to the City Council as an informational item, to provide updates and to request approval of the various components on March 18, 2020; June 16, 2020; October 20, 2020; November 17, 2020; March 16, 2021; April 20, 2021;June 1, 2021;July 20, 2021; August 17, 2021; April 5, 2022; October 18, 2022; February 7, 2023; May 16, 2023; August 15, 2023; September 19, 2023; November 19, 2024; April 15, 2025; September 16, 2025; and February 3, 2026.
A comprehensive summary of the project background and status including photos and time lapse construction video can be found on the project webpage: https://poway.org/water-projects.
Recommended Action:
It is recommended the City Council award the Agreement to Ardurra Group, Inc. for Construction Management Services for the Treated Water Facilities and Redundant Pipeline Project and authorize the City Manager to execute the necessary documents.
1 of 39
June 16, 2026, Item #5
Program Overview:
The City inherited its water distribution system when it was incorporated as a city in 1980. Drinking water health and safety standards have evolved over time and while the City conscientiously budgeted for water infrastructure improvements, this Program addresses key improvements identified in a mutual agreement with the State of California Water Resources Control Board Division of Drinking Water (DDW). It includes the following three projects:
Phase I -Clearwell Bypass Project
The Clearwell Bypass Project consists of temporary and permanent bypass pipelines, a temporary pump station, a pressure regulating station and two temporary bypass tanks. A project overview map is provided as Attachment B. Each tank has a storage capacity of 1 .4 million gallons (MG). The bypass pipelines, pump station and pressure regulating facility are located within City property at the Lester J. Berglund Water Treatment Plant (Berglund WTP) site, as well as the Public Works Operations Yard and parking lot. The two temporary bypass tanks are located on the softball field at Lake Poway Park.
Construction of the bypass system allowed the original Clearwell to be taken offline for replacement.
This project has been in operation since November 2022.
Phase II -Clearwell Replacement Project
The Clearwell Replacement Project consists of replacing the 1964-vintage lined and covered embankment style Clearwell with two new 4-million-gallon circular prestressed concrete tanks. A project overview map is provided as Attachment C. The old Clearwell had reached the end of its useful life and needed replacement to maintain reliable service to residents within the City's service area.
The overflow structure of the Clearwell will also be replaced with a new structure designed with industry standard air gaps. This project is nearing completion.
Phase Ill -Treated Water Facilities Project
The TWF Project provides the City with a treated water connection to the San Diego County Water Authority (SDCWA) system and is a cooperative project with both Ramona Municipal Water District (Ramona) and SDCWA. A project overview map is provided as Attachment D. The project will include a new treated water connection and Flow Control Facility (FCF) on Espola Road, a new bidirectional treated water pipeline, a pump station and forebay, and a transmission pipeline providing redundancy to the existing single transmission pipeline on Lake Poway Road. The TWF project is in the final stages of engineering design and the environmental process and is scheduled to go into construction in early 2027. Major elements of the project include:
• New FCF on Espola Road adjacent to RAM-3 and designated as the POW-6 FCF. • New 30-inch diameter bidirectional pipeline in Espola Road. • New forebay and pump station designated as Pump Station No. 16 located on Lake Poway Road.
• 36-inch redundant pipeline on Lake Poway Road.
• Abandonment of 24 and 27-inch diameter pipelines as well as the RAM-2 FCF.
The TWF project will provide the City with treated water during SDCWA's Crossover Pipeline rehabilitation project as well as serve as a permanent treated water connection for overall redundancy and to allow Berglund WTP to be taken offline for maintenance and repairs. The revised project also will allow the City to provide locally treated water to Ramona either on the SDCWA's behalf (when the Ramona pipeline is out of service) or by direct agreement between the City and Ramona. The three agencies have provisionally agreed on a cost share arrangement to fund the project. 2 of 39
June 16, 2026, Item #5
Discussion: City
staff
prepared
a
detailed
RFP
to
select
and
retain
a
qualified
consultant
to
perform
the
Construction
Management
services
for
the
TWF
project.
The
RFP
was
advertised
on
February
5 and
February
12,
2026.
The
City
received
eight
(8)
proposals
on
March
19,
2026
. An
evaluation
committee
consisting
of
six
(6)
staff
from
the
Department
of
Public
Works
and
the
Program
Management
Team
reviewed
the
proposals
based
on
criteria
set
forth
in
the
RFP,
which
included
thoroughness
of
the
response
to
the
RFP
,
firm
and
individual
team
qualifications
specific
to
this
project
and
its
requirements,
project
understanding
and
approach
, and
project
experience.
Due
to
the
high
number
of
proposals
received
and
the
complexity
of
the
project,
the
evaluation
committee
performed
an
initial
proposal
ranking
to
establish
a
short
list
for
subsequent
in
-person
interviews.
As
a
result
of
this
evaluation,
four
(4)
firms
were
shortlisted.
Although
the
proposed
fee
structure
of
each
shortlisted
proposal
was
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
shortlisted
proposers
along
with
the
fees
normalized
against
a uniform
set
of
hours
to
establish
a
baseline
for
comparative
purposes
:
Table
1:
RFP
26-009,
Construction
Management
Services
for
the
Treated
Water
Facilities
Project
Shortlisted
Proposers
Proposer
City
Total
Total
Proposed
Fee
Normalized
Fee
Ardurra
Group,
Inc.
San
Diego,
CA
$3,175,191
$2,804,460
Harris
and
Associates
San
Diego,
CA
$2,973,494
$3,198,940
Hazen
and
Sawyer
San
Diego,
CA
$2,393,642
$2,731,070
Kleinfelder
San
Diego,
CA
$2,888,305
$2,924,050
As
a
result
of
the
proposal
evaluation
and
in-person
interviews
with
the
shortlisted
firms
, the
evaluation
committee
determined
Ardurra
provided
the
most
comprehensive
and
best
value
proposal,
had
a clear
and
thorough
understanding
of
project
requirements,
and
precisely
defined
the
approach
and
methodology
to
accomplish
the
City's
goals
.
Ardurra's
proposal
demonstrated
extensive
knowledge
and
experience
with
water
pump
station
and
transmission
pipeline
construction
management
and
inspection
including
several
similar
projects
for
local
public
agencies
.
Ardurra's
proposal
also
demonstrated
experience
coordinating
with
other
local
agencies
such
as
the
SDCWA
and
Ramona,
both
of
whom
are
partners
with
the
City
on
the
TWF
project.
The
scope
of
work
outlined
in
the
Agreement
(Attachment
A)
will
be
divided
into
two
(2)
phases
. Phase
1 will
occur
from
July
2026
through
December
2026
and
will
include
plan
review
services
to
provide
input
on
the
project
design
, as
well
as
bid
assistance
services
for
the
City
. Phase
2 will
start
in
February
2027
and
continue
through
July
2029
including
full
time
observation
of
multiple
phases
of
construction
work
for
the
pipeline
, pump
station,
and
forebay
; specialty
inspection
and
testing
for
geotechnical
work,
coatings
inspection
and
testing,
electrical
and
instrumentation
inspection;
labor
compliance
assistance
consisting
of
tracking
certified
payroll
and
subcontractor
interviews
for
federal
funded
portions
of
the
work;
construction
management
and
tracking
of
budget,
schedule,
and
proposed
3 of
39 June 16, 2026, Item #5
change orders. Staff recommends award of Agreement to Ardurra for the Construction Management Services for the TWF Project and authorization for Phase 1 scope of work in the amount of $57,992.
Future phases of the project will be funded with proceeds of a planned 2026 Water Revenue Bond.
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 Project account WTR0028 to award Phase 1 of the Agreement for the recommended amount of $57,992. Subject to future City Council authorization, Phase 2 will not exceed $3,117,399, resulting in the total Agreement amount not to exceed $3,175,391. The City proactively planned for this project as part of the development process for the FY 2025-26 budget, with funds appropriated from the Water Enterprise Fund (5100). This project will be funded with proceeds of a planned 2026 Water Revenue Bond issuance that is scheduled to be brought before the City Council for authorization in early 2027. The noted bond issuance was forecasted in the 5-year Water Rate structure approved by City Council in January 2026, and will not result in additional water rate increases to customers.
Public Notification:
None.
Attachments:
A. Standard Agreement
B. Figure 1 -Clearwell Bypass Project
C. Figure 2 -Clearwell Replacement Project
D. Figure 3 -Treated Water Facilities Project
rewed/Approved By:
{//f
Tr cy vens
Assistant City Manager
4of 39
Reviewed By:
Alan Fenstermacher
City Attorney
Chris Hazeltine
City Manager
June 16, 2026, Item #5
City of Poway
STANDARD AGREEMENT FOR SERVICES
This AGREEMENT, entered into this 1st day of July, 2026, by and between the CITY OF POWAY (hereinafter referred to as "CITY") and ARDURRA GROUP, INC., (hereinafter referred to as "CONSUL TANT").
RECITALS
WHEREAS, CITY desires to obtain the services of a private consultant to perform construction management and inspection services for the Treated Water Facilities and Redundant Pipeline (PROJECT);
WHEREAS, CONSULTANT is a(n) specialized construction management and inspection consulting firm and has represented that CONSUL TANT possesses the necessary qualifications to provide such services; and
WHEREAS, CITY has authorized the preparation of an AGREEMENT to retain the services of CONSULTANT 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. 5 of 39 ATTACHMENT A
June 16, 2026, Item #5
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. 6 of 39
June 16, 2026, Item #5
"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:
i:gj 1. ConsultanUContractor 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. ConsultanUContractor will be "making a government decision" or "serving in a staff capacity" as defined in Sections A and B above. As a result, ConsultanUContractor 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.
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) 7 of39
June 16, 2026, Item #5
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 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.
8 of 39
June 16, 2026, Item #5
(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.
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. 9 of 39
June 16, 2026, Item #5
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. 10 of 39
June 16, 2026, Item #5
24. Certification
and
Indemnification
Regarding
Public
Employees'
Retirement
Law/Pension
Reform
Act
of
2013.
Consultant
hereby
certifies
that
all
persons
providing
services
to
City
by
Consultant
are
not
current
members
of
the
California
Public
Employees'
Retirement
System
(Cal
PERS)
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.)
11 of
39 June 16, 2026, Item #5
IN
WITNESS
WHEREOF,
the
parties
hereto
have
duly
executed
this
AGREEMENT
on
the
date
first
above
written.
CITY
OF
POWAY
ARDURRA
GROUP,
INC.
By
: _____________
_
By
: ____________
_
Chris
Hazeltine
, City
Manager
Dolores
Salgado,
Practice
Director
ATTEST: Carrie
Gallagher
, CMC,
City
Clerk
APPROVED
AS
TO
FORM:
By:------------
Alan
Fenstermacher,
City Attorney
12 of
39 June 16, 2026, Item #5
"SPECIAL PROVISIONS"
EXHIBIT "A"
A. Scope of Services.
Consultant agrees to perform consulting services as required by City, which shall consist of construction management and inspection services for the.Treated Water Facilities and Redundant Pipeline, further described in the Scope of Services submitted with the proposal dated March 19, 2026, 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 May 19, 2026, which are included in this document as Attachment 2.
Phase 1 (Tasks 1-3) total fee is not to exceed $57, 992.00, Phase 2 (Tasks 1-5) total fee is not to exceed $3,117,399.00 and total Project fee is not to exceed $3,175,391.00. 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.
C. Term of Agreement.
This Agreement shall commence and be effective as of July 1, 2026 ("Effective Date"), and shall automatically terminate upon completion of the Project, as determined by the City in its sole discretion, unless sooner terminated by City as provided in the section of this Agreement entitled "Termination." 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:
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 above shall be obtained for the policy of Workers' Compensation insurance.
13 of 39
June 16, 2026, Item #5
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. All
notices,
billings
and
payments
hereunder
shall
be
in
writing
and
sent
to
the
following
addresses
:
To
City
:
To
Consultant:
14 of
39 City
of
Poway
Department
of
Public
Works
-Utilities
P.O.
Box
789
Poway,
CA
92074
Ardurra
Group,
Inc.
9665
Chesapeake
Drive,
Suite
230
San
Diego,
CA
92123
June 16, 2026, Item #5
ATTACHMENT
1 STATEMENT
OF
SERVICES
Ardurra
is
pleased
to
provide
the
following
Statement
of
Services
to
be
provided
as
part
of
our
proposed
Construction
Management
program
on
the
Treated
Water
Facilities
&
Redundant
Pipeline
Project.
The
following
describes
Ardurra's
understanding
of
the
project
background
and
need
for
the
project,
as
well
as
our
approach
to
provide
the
Scope
of
Services
for
the
five
tasks
requested
by
the
City
. Our
Statement
of
Services
narrative
is
divided
into
the
following
sections
to
demonstrate
our
understanding
of
the
work
requested:
A
BACKGROUND
/PROJECT
UNDERSTAND
ING
@9
@e
SCOPE
OF WO
RK
UNDE
RSTANDING
FOR
TASK
2 -
PRE-BIDDI
NG
DOCU
MENT
REVIEW
®O
ARDURRA
'S CONSTRUCTION
MANAGEMENT
PHILOSOPHY
&
IMPLEMENTATION
/TASKS
I THROUGH
TASK
SJ
DETAILED
PROJECT
SCHEDULE
REVIEW
EXCLUSION
OF
SERVICES
@
BACKGROUND/PROJECT
UNDERSTANDING
BACKGROUND The
City
of
Poway
with
their
partners,
the
San
Diego
County
Water
Authority
(Water
Authority/SDCWA)
and
the
Ramona
Municipal
Water
District
{RMWD)
have
entered
into
a
three-way
cooperative
Memorandum
of
Understanding
{MOU)
to
"ensure
water
deliveries
and
operational
coordination
during
and
after
the
rehabilitation
of
the
Crossover
Pipeline
." This
project
will
improve
the
redundancy
, resiliency
, and
reliability
of
the
City's
potable
water
system
. The
program
is
organized
into
three
phases,
summarized
in
the
table
below
, along
with
their
current
status
.
2 3
DESCRIPTION
Bypassing
the
10 MG
storage
reservo
ir (
the
Clearwell)
at
the
Lester
J. Berglund
Water
Treatment
Plant
(WTP)
Replacing
the
Clearwell
at
the
WTP
New
treated
water
connection
including
a pump
station,
a forebay,
and
a transmission
pipeline
providing
redundancy
to
the
existing
single
transmission
pipeline
on
Lake
Poway
Road
STATUS COMPLETE
Tentative
Completion
Fall
2026
Design
Almost
Complete
CEQA
to
be
Finalized
Construction
to
Commence
February
2027
There
are
also
coordination
projects
that
affect
the
commissioning
of
the
City's
Treated
Water
Facilities
Project
and
must
be
monitored:
•
The
Water
Authority
is
taking
their
Crossover
Pipeline
out
of
service
during
three
consecutive
wet
seasons
starting
in
2029
/2030
. During
these
shutdowns
the
Water
Authority
will
supply
the
City
through
its
permanent
connection
to
the
Water
Authority
Treated
Water
Pipeline
. This
will
allow
the
Water
Authority
to
rehabilitate
the
Crossover
Pipeline
which
will
then
provide
the
City
with
a
redundant
water
supply
.
•
Two
related
projects
that
will
provide
emergency
connections
with
the
City
of
San
Diego
in
order
to
provide
increased
operational
Aex
ibility
.
C
ITY
O
F
~;5
\ofB9
'.
?FP
NO
2o-0(1c,,
I
PRO
JEC
T
N
O.
W
TR0028
Cons
tru
cti
on
Ma
nag
em
ent
Ser
vic
es for
the
Trea
ted
W
at
er Fa
ciliti
es & R
edundant
Pi
pelin
e
Pr
oject
A/
ARDURRA
13 June 16, 2026, Item #5
STATEMENT OF SERVICES I
PROJECT UNDERSTANDING
Ardurra has reviewed the following documents to shape our understanding of the issues related to managing the construction of Phase 3 of the City's Treated Water Facilities Project:
■ 90% Design Plans and Specifications
• MOU titled, "Crossover Pipeline Rehabilitation -Treated Water Connection for the City of Poway" (November 2025) • Staff Report titled, "Approval of an Amendment to the Agreement between the City of Poway and Black & Veatch Corporation for Engineering Design Services for the Poway Treated Water Facilities and Redundant Pipeline Project" (December 2, 2025)
• City Council Agenda Report titled, "Water Infrastructure Improvement Program Update" (February 3, 2026) Phase 3 of the City's Treated Water Facilities Project has three distinct components:
TREATED WATER FACILITIES & REDUNDANT PIPELINE PROJECT COMPONENTS 24 CFS/BB-ft TDH booster
pump station (known as
Pump Station No. 16 (PS16)),
350,000 gal above grade
welded steel fore bay tank ,and
other ancillary facilities
Ramona Municipal Water
District (RMWD) improvements
to the existing Aqua Ammonia
feed facility and a sodium
hypochlorite storage and feed
facility
Espola Pipeline -
5,300 ft of 30" CML&C
welded steel pipeline
(divided into two distinct phases)
@ SCOPE OF WORK UNDERSTANDING FOR TASK 2 -PRE-BIDDING DOCUMENT REVIEW
CONSTRUCTABILITY REVIEW/VALUE ENGINEERING PROCESS
This construction project has three distinct phases, and the construction management team will be tasked with performing constructability /biddability review of all three phases, provide comments, and ensure compatibility. One of the keys to performing a comprehensive constructability review is to review ALL of the Contract Documents at once and develop the Risk Register at the same time. Since the project has three distinct phases, as identified above, our team will evaluate the documents that pertain to each of the phases and make sure they integrate together for the phasing portion of the project.
As part of our preparation of this Statement of Services, we have performed a review of the 90% design plans and specifications provided. Based on that review we have noted items that we would like to bring to the City's attention.
While multiple Contract Documents references outline Approved Materials and related requirements, tighter contractual language is recommended to clearly communicate differing requirements for each element of work. This can be accomplished by incorporating clarifying language into the Special Technical Provisions that defines the three distinct work areas described above and identifies the specific Contract Documents applicable to each. A tabular format is recommended to enhance clarity and ease of reference for the Contractor.
There needs to be an understanding of the Contractor's submittals and the performance specification submittals and if the assumptions for these submittals are clearly stated. Specifically for shoring, the Contract Documents should state the class of soil for the shoring, so the assumptions are clear. Section 10.3 of the geotechnical report states OSHA Class C soil but we would suggest the following statement be added to the Contract Documents: "For the purposes of bidding the Contractor shall assume the soils are Cal/OSHA Class C. All shoring must be engineered specifically for each area and signed and stamped by a licensed civil engineer". This language would ensure that tabular shoring cannot be used and that all shoring must be designed and stamped by a professional engineer.
CITY OF f1lN>f:B9'. RrP NO 26-009 I PROJECT NO. WTR0028 Construction Management Services for the Treated Water Facilities & Redundant Pipeline Project ,/v' ARDURRA I 14 June 16, 2026, Item #5
STATEME
NT OF
SERV
ICES
I
Project
factors
that
must
be
considered
for
the
City's
Constructability
Review
are
as
follows
with
several
components
specific
to
the
90%
Plans
and
specifications
provided
:
•
Construction
Staging
for
the
Pump
Station
-
As
described
in
Specificat
ion
Sect
ion
01015
for
USE
OF
PREMISES
and
Sheet
C-01
is
defined
but
the
staging
for
the
30"
Pipeline
along
Espola
Road,
and
Lake
Poway
Road,
requires
more
defined
language
to
limit
staging
in
public
right-of-way
and
determine
the
constraints
for
this
work.
Example
language
could
read:
"There
is
no
specific
Contractor
staging
area
or
materia
l storage
area
identified
for
the
30"
Pipeline
except
at
the
Pump
Station
site
. No
equipment
or
material
can
be
stored
within
the
right-of-way
outside
of
work
hours
identified
for
this
project
. It is
the
Contractor
's responsibil
ity
to
locate
and
contract
for
a
suitable
staging
area
, material
storage
area
and/
or
contractor
yard
in
order
to
effectively
execute the
Contract
work.
"
•
Crossing
of
the
Two
48"
SDCWA
Pipelines
Within
the
125-foot
SDCWA
Easements
-
Construction
activities
associa
ted
w
ith
the
crossing
of
the
two
48-inch
SDCWA
pipel
ines
within
the
125-foot
easements
will
require
significant
coordination
and
operations
restrictions
. Our
comments
will
suggest
the
Contractor
must
provide
a
detailed
construction
work
plan
for
this
activity,
including
an
hour
by
hour
sequencing
plan
identifying
equipment
utilization,
construction
methods,
and
protection
measures
for
the
existing
pipelines.
Additionally,
a
coordination
workshop
should
be
required
prior
to
commencement
of
the
work.
This
workshop
should
include
representatives
form
the
Engineer
of
Record,
City,
CM
Team,
Contractor,
and
SDCWA.
The
workshop
should
include
the
review
of
the
proposed
phasing
plan
, risk
mitigation
measures,
and
construction
sequencing
.
•
SDCWA
Lake
Poway
Road
Crossing
Enlargement
Area
-
The
proposed
crossing
configuration
shown
on
Shee
t
C-13
will
require
evaluation
in
accordance
with
AWWA
M-11
guidelines
during
the
constructability
review
process
.
Particu
lar
attention
will
be
given
to
locations
where
pipeline
al
ignment
changes
create
extreme
deAection
angles
. These
areas
may
require
additional
structural
reinforcement
elements,
including
collars,
wrappers
,
crotch
plates,
or
other
structural
supports
.
■
The
potholing
investigation
performed
by
AirX
was
reviewed
as
part
of
this
assessment
. In
congested
utility
corridors,
particularly
near
the
SDCWA
crossings,
conventional
pothol
ing
may
not
provide
sufficient
information
regarding
underground
conditions
. In
such
areas
the
Contractor
may
need
to
perform
slot
trenching
to
confirm
existing
utility
location
and
determine
the
feasibility
of
proposed
shoring
systems
. The
potholing
report
identified
several
utilities
as
"not
found"
during
the
investigation
. Based
on
typical
conditions
within
developed
corridors,
the
presence
of
unmarked
or
abandoned
utilities
should
be
anticipated
during
construction
.
Rock
Excavation
and
Quantification
-
The
Contract
Documents
should
clearly
define
the
method
fo
r identifying
and
quantifying
rock
excavation,
as
this
will
rep
resent
a
significant
constructability
consideration
.
The
geotechnical
report
currently
provided
does
not
include
a
Geotechnical
Baseline
Report
(GBR).
A
GBR
establishes
baseline
subsurface
conditions
and
is
commonly
used
to
manage
risk
associated
with
Differing
Site
Conditions
(DCS)
during
construction.
Rock
excavation
and
subsurface
conditions
will
therefore
present
a
major
component
of
the
Risk
Register
to
be
developed
during
the
constructab
ility
review
process
. Establishing
clear
contract
provisions
related
to
rock
excavation
will
reduce
the
potential
for
claims
associated
with
unforeseen
subsurface
conditions
.
Our
CM
Team's
Claims
Avoidance
Specialist,
Ms
. Amy
Czajkowski,
PE,
CCM
has
successfully
negotiated
both
time
and
delay
claims
for
over
20 projects
with
significant
rock
impacts
. She
will
be
available
to
provide
valuable
insight
into
how
to
address
rock
during
construction.
RIIK
IDENTIFICATION
FlliHHHfii-1111
■
... ·
Du110mar1riols1w:olotionrat11 wen
Oft
projtcls
sine,
!he
mo~
1Kenlpiojedmstestima
t,,lh111
I
Mo~:~~~ ~
i~=:~n/
:;: fi:~tI1:~
-::,~1~;,!,~.
◄• Cam
~
which
mar
1r.ul
t intb.
p1Djed
budg,t
bting
~
~!d.
cM/
01111N
fo1000fiono!
::1rjt<
tf~r.d::19.
T1W<111t
iiilp,
o;Mm
i1re~111r,dto
btopt10rionaltr,
O,wnb'!r
2028
Con
stnl(tion
Duration
(051
per
7JQ
p I hmdilg
. ~
,~ wpplr
I.
t'rooire
rMr.t/
lm
reaH
Risk
chai~
b11m
ond pm
:11
thi
i IIMI
Contrattural
hM
ny
mt
w1
fog-.
t.Jll(I
S1Jt1
imp!tmtr.ted
.
H.,i,.
11,o,
0. 11!1
dinctt
1 bidpricas Higheithon
Ownlr
ulimor.d bidprictS
CrrJirmrht
t<.cdGlJtr1d:
t111dd~~
illriic
u:rrtr:
testimu
te
~t
ll)W
~~
ulK
mn
n~1 t>pt<i.d
tq
IIO\o"i
ilp1f
tS<ii'l
ll«,c
rJCD11~
r
impxl'!
'm
i:1t1G
O prc;ed
.
~ltw.l
r.r.
boodurationsar1
incnasi!gdu1
tosupplychaininuu
Clldob-ilgAdministratMNTI\, p11p1Jfdtawatdtsaibedhe
r1iland
o3awlemporo
,y
susptrtsial!Sinthe
Con!radGe11tca
lCcmlitiom..
Omkip
1arlywork
1elaos,parut
gest
0m
t1I
d1Miydutdo1es
foc
longleod
moltriob.
Geot
ec
hni
cal
B
ase
line
Report
s
fo
r
Con
stni
ction
SUG
G
C5TDl>
CUIVI:LI
ND
S
11 ..
, .. .,,..
.,c--c...-i-
.i1,,
.,.
,._,
....
u,,~
1,.
-.,
..
.,..,.,('._,.
CITY
OF
~'7
\t>f.'B9
'.
R-'
'-Jr)
26-009
I
PRO
JEC
T
NO.
WTR0028
~
ARDURRA
15 Co
nstruct
ion
Ma
na
ge
m
ent
Serv
ices
for
the
Tr
eate
d
Water
Fac
ilities
&
Redunda
nt Pi
pe
line
Pro
ject
June 16, 2026, Item #5
STATEMENT
O
F SERVICES
I
•
Pipeline
Phasing
Requirements
Amendment
No.
10 -
This
Amendment
to
the
engineering
design
agreement
requires
that
a
phasing
plan
be
developed
to
describe
the
project
such
that
the
pipeline
is
constructed
in
two
phases.
Phase
1 -
Pipeline
construction
from
the
northern
terminus
for
the
project
to
approximately
Station
47+50
.
Phase
2 -
The
remainder
of
the
eastern
portion
of
the
pipeline
towards
PS
16,
all
of
the
work
at
PS
16,
its
discharge
pipeline,
and
the
Improvements
at
Lester
J. Berglund
Water
Treatment
Plant.
These
phasing
requirements
will
be
incorporated
into
the
construction
schedule
and
constructability
review
to
ensure
proper
sequencing
and
coordination.
•
Radio
Communication
Between
PS16
and
New
POW-6
-
It
is
assumed
that
the
recommendations
from
the
Radio
Survey
Report
prepared
by
Tesco
Controls
in
2023
are
still
valid
for
the
radio
tower
design
at
PS
16 (antenna
at
35 ft
above
ground
at
PS
16)
. The
study
was
conducted
for
radio
communication
between
the
previously
proposed
POW-5
and
PS
16 . It
is
assumed
the
radio
tower
design
at
PS
16 is
still
valid
and
the
new
tower
at
POW-6
will
be
covered
by
the
SDCWA.
Therefore,
the
CM
Team
will
keep
this
in
mind
in
regard
to
the
CPM
schedule
and
the
testing
required
to
determine
the
results
of
the
radio
survey
are
indeed
still
valid.
•
Chemical
Handling
Systems
at
the
WTP
-
Modifications
to
the
chemical
systems
at
the
water
treatment
plan
t will
require
integration
by
a
Chemical
Feed
System
Integrator
responsible
for
preparation
of
deferred
submittals
and
system
integration
. The
system
modifications
include
installati
on
of
additional
aqua
ammonia
pumps
. Because
aqua
ammonia
systems
have
the
potential
to
release
ammonia
vapor,
compliance
with
the
San
Diego
Air
Pollution
Control
District
(SDAPCD)
permitting
requirements
must
be
verified
. If
the
existing
system
cur
rently
operates
under
an
SDAPCD
permit
,
the
modifications
may
require
a
permit
revision
or
update
.
•
Owner
Supplied
Generator
-
Per
the
requirements
described
in
Amendment
No
. 10
, the
City
has
requested
that
an
existing,
City
-owned
generator
be
converted
for
permanent
installation
at
PS
16 , rather
than
procuring
and
installing
a
new
generator
. Although
the
generator
is
currently
in
the
City's
equipment
inventory
the
new
installation
may
require
modifications
to
the
SDAPCD
Permit
to
Construct
and
Permit
to
Operate
which
are
not
expl
icit
ly
identified
in
the
current
Contract
Documents.
•
NSF
61 Submissions
-
Our
team
has
extensive
CM
experience
with
gathering
all
the
required
certificates
and/or
NSF
61 Annex
references
. Ardurra
's
CM
team
has
developed
a
spreadsheet
to
include
in
the
Contract
Documents
to
require
the
Contractor
to
submit
as
one
of
the
final
submittals
. This
should
be
required
in
stages
as
the
work
progresses
for
the
RMWD
chemical
metering
equipment,
36"
pipeline,
the
Booster
Pump
Station,
forebay
tank,
and
all
other
equipment
. Our
team
has
also
experienced
issues
wi
th
NSF
61 certification
on
all
elements
of
fiberglass
reinforced
plastic
chemical
storage
tanks
and
will
suggest
added
language
for
the
Chemical
Feed
System
Integrator
to
be
responsib
le
for
the
cer
tification
of
the
entire
system
.
SUMMARY
OF
AL
L wm
ED
5UII
FAC
£S
IN
CO
NT
ACTWITM
THE
G
ROU
NDWATER
Slu
t al
wd
l Hd
follow
Pbn
ShH
I M-01
a
•~riaJand/orEq11l
pment
2. Ductile
lionPipe
J/4.0utlriwith811IV
alveforfutweRo11omS..nd
anuf
acture
r
US
Pipe-
Stalnlen
Steel
(SS)
l\111
Valw
Appolo
Vatws
l/2
.Th
1t
1dolri
US
Pi
pe
Nylon6us
hlrt1w/1/
2'Stn
1P
lpewlt
hn
lp
ple
1/2"
Sulnl~I
Stu
l (55)
Bd
Valvit
Appollo
V1lw
1 5.
l"
Com
b!11,1Uon
Alf/Vacc
um
V;i
lw
Apc
o
(0uur
ik)
6. 1r
sw1
n10i«kValve
l"Bu11
etflyV,1lve
Pfa
11 V.1lm1tlc Muell
u
Ma
t.rlal
ofW
etu
d
AttKhme
ntN
o.
DateofNSF
Da
te
of
1urfue
for
NSF Cc
rtUlgte
C..rtlffc.iiUo
n
Sub
mitt.I
I
316S5 kh.
lO
G1tv
. .S1u
l
31 65S
10/22/2021
Attkhment2
2/14/2023
12/2/2021
Att1chm
enl13
1/5/2022
Att1clvn
ent
2 2/14/20
23 12/2/202
1 Annexe At11chmtntU
1/5/2022
At11chmc
n1S
12/
14 /2022
Att1c
lvntnt
SA
11 /23/
2021
11/
23/20
21 Fu
slo
nBondtdEpo•y{
fB
E)
Att
1d1me1116
Fu1lonllonde
dEpo11Y(fBE
)
At11<
hment7
8. l/4"
Coppn-
Pipln1
f0f
Pump
Pttlube
M
ut-ll
tr Copp
er
Tub
e product
s
Coppu
Att1dwne
ntl
10/11/2021 10/11/2021
9. 1"
Dfainat
Bonomo
f Pipe(Df
alnt
to
Floor
0u,lr11)
1·stn
lPlpewlthftlpple
1•
St.llnltn
Steff
(SS
) Bd
V.alvt
Appo
llo
V1lvtt
10. 2-1/2
.Pito
tlu
btGom«lion
2-1/rThre-.adoln
USPipt
Nylo
n~h1n&w/2·s1e-ftPl
pewl1
hnlpple-
1L
12 •M.1p,rt
lc
flowmt1rr
Apto
(Duurilr.)
l!
.
l/4
"Thrndolet
for
PrenUf•
lnUtumtnU
St1lnltn
Sttft
(55)
B.11
11 V1lvt
Appollo
V1lvt
t
su,lnltu
Ste-ft
(55
) Nndl
t V1
lvt
Sw1gek,lr.
Prnturtl
r1
ntmlttufo-.bo,o
Pr
n1ur
eG1uge
Al
hc:
1ofl
Pr
nuu
e Switc
h
Mtr
cold
So;
h.
80G1lv
.St
ttl
31655 Nylo
n1n
dSS
316S5
316SS l1
6lSS
316S5
316S5
]16
55 316
S5
]1655
CITY
OF
~'8
\of:89
'.
~cp
i'-l<'
'r-00Q
I
PRO
JECT
NO.
WTR0028
Annexe Attachmen
t tl
Atu
dwnent2
AnattC Altkhment
13 Atutlvnt
nl 11
A1ta<hmentS AnnuC Altlclvntn\13 Alllchmtn
\13
1/5/2011
2/14
/2023
12/2/2021
12/
14 /20
22 10/22/2021
1/5/2022 1/5/2022
10/
22/20
21 10/
22 /2021
10/22/
2021
Co
nstruct
ion
Ma
nage
m
ent
Serv
ices
for
the
Tr
eated
W
at
er F
ac
ilit
ies
&
Re
dund
ant Pip
el
in
e
Pro
ject
A/
ARDURRA
16 June 16, 2026, Item #5
STATEMENT OF SERVICES I
• Stormwater and Construction General Permit Compliance - A technical specification should be included to supplement Front End Section 10 -CONSTRUCTION DETAILS AND MATERIALS to clearly define compliance requirements associated with the Construction General Permit (CGP) and the City of Poway Storm Water Quality Management Plan (SWQMP).
This project will require the Contractor to submit both a Linear Underground Project (LUP) and as well as a traditional Risk Level Project for the pump station and RMWD disinfection systems upgrades. The criteria we will emphasize in our constructability comments is the Notice of Termination and meeting the requirements to achieve "final stabilization" and close their Waste Discharge Identification Number (WDID) number. The complete requirement for all elements would be specified as the Contractor's responsibility.
• Traffic Control -Espola Road -Traffic control requirements will require careful coordination along Espola Road, which currently experiences average daily traffic volumes exceeding 15,000 vehicles. Construction activities must also account for access to the Bridlewood Estates gated community, located near County Day Road and Morning Air Road.
Traffic control plans should therefore incorporate phased construction sequencing to maintain safe and efficient traffic operations throughout construction.
• Public Access -We would encourage the City to include language in the specifications to ensure the Contractor takes into account public access to the Espola and Lake Poway Trails. This could be language to phase these areas of work to minimize disruption of high usage periods such as summer months. • Cathodic Protection Specification Section 13110 -Galvanic Anode Type Cathodic (Corrosion) Protection for Pipelines -This Specification was not included in Appendix C -Draft 90% Design Specification Plans and therefore Technical Specification Section 15062 -Steel Pipe, Paragraph 3.15 PROVISIONS FOR CATHODIC PROTECTION which states, "Cathodic protection shall be provided for buried piping as specified in the Cathodic Protection System Specification." will be a special focus to analyze for completeness. 11 Arc Flash Studies -Amendment No. l O states that the Short Circuit Coordination and Arc Flash studies will be the responsibility of the Contractor during construction and requirements will be noted in the specifications. The CM Team will require strict requirements for the Power Coordination Studies and discuss with the City if there is an existing format the study should be put in, as the specifications currently state using the latest version of ETAP or SKM electrical power system analysis software. Ardurra has had issues with this approach, as the latest version may not match what the City desires to use for the study.
• Operator Training Requirements - A Division 1 specification should be added to ensure all of the trainings are uniform and provide redundancy. In addition, the specification should require training be captured on video and a library of recording be provided for reference by Operations Staff in the future and for training new staff. This will also be valuable for specialized repair contracts such as typical for maintenance of HVAC systems. • Labor Compliance Monitoring -The Contract Documents should require the Contractor to utilize the LCPtracker System for certified payroll compliance monitoring. This system effectively integrates with the Labor Compliance Team's quality assurance/ quality control processes, allowing verification of labor classifications, compliance with prevailing wage requirements, and alignment with inspection records. • Miscellaneous Items -We have also noted a few miscellaneous constructability items that were noticed as part of our document review.
-The Contractor must coordinate with SDG&E to ensure the existing pump station is completely deenergized prior lo demolition and ensuring these requirements and notifications are included to be shown in the CPM Schedule Deferred Submittals are listed on Sheet S-01 for structural submittals which must be prepared by the Contractor and approved by the Building Official.
Sheet A-01 lists that fire sprinklers and alarms are not required per the Building Code but a Risk Analysis should show that this could be a deferred submittal prepared by the Contractor and designed by a Fire Protection Engineer (FPE).
Utility Coordination such as for the construction of the potable waterline where SDG&E electrical pole support/ holding in place for area within 5 feet of the trench limits. SDG&E has specialized vertical separation requirements for gas lines 4" inches and smaller and larger than 4" inches in diameter.
CITY OF ~'9\ofB9'. PFP NO ?6-009 I PROJECT NO. WTR0028
Construction Management Services for the Treated Water Facilities & Redundant Pipeline Project ~ARDURRA 17 June 16, 2026, Item #5
STATEMENT
OF
SERVICES
-
Bidding
Strategies/Constraints
will
be
analyzed
to
suggest
dividing
the
Bid
Items
into
the
three
elements
of
the
project.
-
SDG&E
Service
Plan
for
the
new
service
will
require
specific
actions
of
the
Contractor
and
not
just
the
contractual
term
"coordination"
. This
is
a
critical
path
item
that
must
stay
on
track.
PERMIT
COORDINATION
CONSTRUCTABILITY
REVIEW
As
identified
in
previous
sections,
because
this
project
involves
three
distinct
areas
of
work
there
are
various
permits
to
be
secured
by
the
City/EOR
and
will
be
required
to
be
secured
by
the
Contr
.actor.
Our
CM
Team
suggests
outlining
the
items
the
City
will
be
responsible
for
and
then
state
the
remaining
permits
are
ALL
to
be
secured
by
the
Contractor.
This
is
an
exclusion
specification
but
is
very
effective
in
managing
complex
infrastructure
projects
. In
addition
to
the
permits
listed
in
the
90%
PS&E,
and
the
City
of
Poway's
Staff
report
for
Amendment
No.
10 dated
December
2,
2025,
we
recommend
the
following
additional
permits
be
listed
to
be
secured
by
the
Contractor:
Conditional
Use
Permit
Grading
Permit
Building
Permit
Right
of
Way
Permit
Haul
Route
Permit
WDID
Number
Storm
Water
Quality
Management
Plan
(SWQMP)
City
of
Poway
City
of
Poway
City
of
Poway
City
of
Poway
To
be
specified
as
Contractor
requirement,
covered
under
Task
5. City
of
Poway
Plans
and
specifications
to
be
prepared
for
the
Contractor
to
obtain
the
permit.
To
be
specified
as
Contractor
requirement,
covered
under
Task
5. State
Water
Resources
Control
Board
City
of
Poway
Groundwater
Dewatering
Discharge
Permit
State
Water
Resources
(antral
Board
Plans
and
specifications
to
be
prepared
for
the
Contractor
to
obtain
the
permit
.
To
be
specified
as
Contractor
requirement,
covered
under
Task
5. Encroachment
Permit
Encroachment
Permit
San
Diego
County
Water
Authority
Ramona
Municipal
Water
District
The
encroachment
permit
application
will
be
revised
for
the
30"
Pipeline
and
re-submitted
per
the
revised
Project
scope.
©
ARDURRA'S
CONSTRUCTION
MANAGEMENT
PHILOSOPHY
&
IMPLEMENTATION
(TASKS
1 THROUGH
TASK
5)
Ardurra's
Construction
Management
philosophy
extends
beyond
simply
overseeing
the
successful
construction
of
the
infrastructure
we
are
entrusted
to
manage,
but
ensure
the
overall
work
is
delivered
as
a
fully
operational,
high-performing
asset
that
meets
the
long-term
needs
of
the
client
. This
includes
securing
all
required
permits,
coordinating
with
the
Division
of
Drinking
Water
(DDW)
and
other
regulatory
agencies,
and
making
sure
that
the
project
is
fully
operational
at
completion
. When
the
project
is
transitioned
to
City
Operations,
Ardurra
makes
sure
that
all
training
is
complete
and
that
comprehensive
operation
and
maintenance
(O&M)
manuals
and
operational troubleshooting
documentation
are
provided.
Our
entire
Construction
Management
(CM)
Team
fulfills
the
CM
duties
and
responsibilities
while
utilizing
the
Best
Management
Practices
(BMP)s
per
the
Construction
Management
Association
of
America
(CMAA).
These
are
captured
in
our
Construction
Management
Plan
which
we
tailor
to
each
project.
The
plan
addresses
the
full
lifecycle
of
the
project,
including
the
Pre-Construction
Phase,
Construction
Phase,
and
Post-Construction
Phase
and
addresses
the
tasks
identified
in
Task
1 through
5 of
the
RFP
.
Our
CM
approach
focuses
on
the
following
core
management
disciplines:
-
.
-
e
PROJECT
MANAGEMENT
COST
MANAGEMENT
TIME
MANAGEMENT
QUALITY
CONTRACT
SAFETY
&
RISK
SUSTA
INABILITY
&
MANAGEMENT
ADMINISTRATION
MANAGEMENT
ENVIRONMENTAL STEWARDSH
IP
CITY
OF
!20
\c,f.'39
'.
Rep,
Yl
_
,-00'
PROJECT
NO.
WTR0028
Con
struction
Ma
nagem
ent
Services
for
the
Tr
ea
ted
Water
Facilities
&
Redu
ndant
Pip
elin
e
Project
/v"
ARDURRA
I
18 June 16, 2026, Item #5
STATEMENT OF SERVICES I
Adherence to these management disciplines is essential to the successful delivery of complex, multi-phase infrastructure projects.
On the following pages, we have included brief descriptions of the key items in each category.
Third Party Contract Management
Scope, Schedule, and Cost Integration
Risk Management
Stakeholder Communication
Change Management
Budget Development
~ PROJECT MANAGEMENT ~
The City of Poway will have a separate contract with South Coast Automation Systems for programming and other modifications to the City's SCADA system. Ardurra will coordinate closely with this third-party contractor to ensure integration with the overall project schedule and system commissioning requirements.
Ardurra will be continuously updating the scope, schedule and budget depending on the Contractor's schedule. This will be described in narrative form in our Monthly Construction Progress Report so City staff maintains a clear understanding of project status.
Risk management will encompass the items discussed in the constructability review comments and as identified in Ardurra's Risk Register. Through this process potential risks will be identified early, evaluated for likelihood and impact, and tracked through appropriate mitigation strategies.
Ardurra will implement a tailored stakeholder communication strategy as part of the project-specific Construction Management Plan. This plan will be developed to align with City requirements and ensure consistent communication.
This is described in more detail below in Time and Cost Management. As a standard practice, Ardurra keeps a log of all potential and agreed upon change orders as shown in the attached spreadsheet.
Tot■ lofAII
Spec.Section S.ctlonTitl■ COROSl COR062R■v. 2 COR063 Outtt■ndln1 CORI Desalptlon of COR Relocatemteha,nkalplpln1forAHU Saker Electric for CO work and EOH, The Waterluklnvest11atlon flip actual dlrKt costs were negotiated and
thedel1ysarenotvalldasthecoordlnatlon
ofanyrnbcontractorslstheresponslb!lfty
of the Prime Contractor
D■t■ ol lndd■nt tor the COR 8/14/2023 10/13/23-4/26/24 2/02/24and2/05/24 '-- Orlcln■ICOR $ 51,498,13 $ 340,117.85 $ 140.21 I
Amount of l■t■rt Revision of COR $ 111,277.00
'
-·s 213,507.16
11.5.l Contractor lnhl ■t■d Ch1n11 Never Received Never Received -
NevcrR~
(Notice of the Change must be Issued 7 days from
\ I ,~ ..l rhe .start of the occurrence}
-
16.2.l Contr■c1or'1 Rl1ht to R■qu■st ■ Ch1n11 3/18/2024 '"
6fl5ll024 .. • B/29/1.0Z,4 ....
(Notice of the amount of the request for odju.stment
-\ \U) \
tis COR is dated 8/28/~1 lxrt received
i;::l
In cost and/or time with suppartin~ data shall~
\\
o 8/29/24.~ohiPrtdsi°t'Plu~
delivered within 14 days after such stCllt of
I\
cot to UMC t~3/05\4 .-.,..
OCWfffflCt)
-
16.2.2 lnhl■I Dt-t1nnln1tlon • -~ l/20/2024 • • 779/2024 9/11/Z024 , ~t~t:::::::~~~artml.'r J(Jt,~( ,o s,;11'r"';J"',""".,"'.'\bickj to j UM\C. \ seeCommtn b~. \ \
i?~~~~~the letter respondln11 to illl
16.2.3 ~ ln'ctor ,,, • " .. 11 1/:2.8/2024 • 7/23/2024
'
(Must bl.' fuued 30 doyr. ajru re ~pt~' the Gamments were ~till~~ ~dressed. l~ractor s'ubmltted COR 62 Rev. l for an ,,.,.,.,,,,,.,.,:<c1,t'7"1 ~
l.1.c_ohoft CMcom~nts re amountof$185,402.67.
respclf]ded to and he COR was
undt_!!)led
16.2.4 FM'la/ O.termln1tJon ii I • 9/11/2024 7/29/2024
(Must~ is.swd by fMIOrporttnl'rlt-30 doys after $ 15,457.35 This COR 62 Rev 1 was ilialn rejected In lb rrulptof ~ Contractor's Appeol} ehtlretyandthenCOR62Rev.2 was submitted as shown above
16.2.5 C■lrn
(Must~ submitted 3() doys after the Final
Determfnatfon /sis.sued}
Comm,nts RFI 95 Wils rnbmltted In Au11ust of l!akerlumped allofthelrCORstogether The proposi11 falls to 2023 to"questtoswaptheuhllsdue ;andthlslsnotallowedasltlosesthedate meetthecohtractualrequirementsfor toaconfUcthowever,theCMhad ofthelncldtnt.BakerElectrlcwas t!melysubmllllonasoutllned Generill comments to Sl.lbstantlate the COR substantlallycompleteasof4/26/24whkh ConditlonsandSectlon7101ofthe andthlswasneverprovtded.Slncethe Is two months prior to the date of Callfornla PCC. The costs do not aUan work !nduded rework the Department 1ubml1Slon of the COR. withtheprovtslonsunderSectlon11.3 agreestopayforthemateri1ls. oftheGeneralCohditionsandthe CalifornlaPCC.
a COST MANAGEMENT a
Ardurra understands the importance of staying on top of our contract budget throughout the lifespan of a long project such as this one. We utilize a proven spreadsheet format which tracks our invoicing, along with our subconsultants, on a monthly basis and graphically shows the actual burn rate against the original projected burn rate. In addition, our actual personnel hours are tracked against the anticipated hours on a monthly basis. By utilizing these tools, Ardurra can identify unusual burn rates that may cause a budget shortfall toward the end of the project.
CITY OF !2~\t,f,'B9 RFP NC' i6-009 I PROJECT NO. WTR0028 /1/ARDURRA 19 Construction Management Services for the Treated Water Facilities & Redundant Pipeline Project June 16, 2026, Item #5
Cost
Estimating,
Cost
Control,
and
Forecasting
Cash
Flow
and
Payment
Processes
STATEMENT
OF
SERVICES
I
a
COST
MANAGEMENT
a
Ardurra
prepares
cost
analyses
for
all
Change
Order
Requests
(COR)
concurrent
ly with
the
contractor
submissions
. Our
team
includes
experienced
program
managers
and
cost
estimators
who
perform
independent
evaluations
of
claims
and
change
orders
to
ensure
fair
and
accurate
cost
determination.
Cash
flow projections
are
prepared
and
updated
with
each
Monthly
Progress
Report
. Ardurra
utilizes
internal
analyt
ical
tool
s
that
adjust
projections
based
on
project
type,
whether
linear
infrastructure
or
vertical/mechanical
facilitie
s. Each
of
the
project
payments
will be
added
to
the
cash
flow
analys
is. The
projected
progress
will
be
compared
to the
actual
progress
. The
need
for
recovery
schedules
will
be
a constructability
review
comment
added
to
Specification
Section
01310
-CONSTRUCTION
PROGRESS
SCHEDULE
.
Under
the
Memorandum
of
Understanding
{MOU)
the
Ramona
Municipal
Water
District
will
contribute
25%
of
the
cost
associated
with
the
construction
of
the
new
3O-inch
pipeline.
To
ensure
accurate
financial
tracking,
Ardurra
recommends
separating
the
project
into
three
bid
schedules.
This
approach
allows
the
costs
associated
with
each
participating
entity
to
be
monitored
independently
. Monthly
summaries
will
be
prepared
identifying
cost
allocations
and
Schedule
of
Values
(SOV)
tracking
for
each
subproject
.
Haynes
Generating
Station
Recycled
Water
Pipeline
Project
Cash
Flow
Projections
Cl
th Flow
AMlwh
fo
r H
dW.trr
Pnilfft
Ca
sh
Flow
by
Month
for
Co
nst
n:cti
on
Molrtlllvlo
\111
sa
.000
.000
----
------
---
M
oftUI
Applbtlont
hr
Hum
bff
Month
-T
ur
CMf
ff
U
UDS
\a
l'l'Colb
P1ynlfflt(G
ro
11)
S"
~
tnltlo
n
Nc1Payn,
fflt
R.
lm
bo.llMl!Mflt
CM
♦C0fttn(tO
r
CM
tCo
ncr
ut
arl
1 l>K
•lS
16,0
5 S
lt'l
,000
$
lOJ,
764
$
10.111
S
1'J,57
5 $
210
,0ll
$
2.10 ,0l
l
20.000
'
JS6
,211
'
17 ,111
'
1'000
'
62 1,651
s
Jl
,OI}
s
20,000
'
1,010,762
'
54,0
ll
s
20,000
'
1,IU,,&Ol
'
'3,170
s
20,000
'
l.1
56.1 17
'
1S7,M
4 s
,.ooo
'
5,163,63
7 '
lSl,
11 2
s
20,000
s
7,929,590
'
396
,479
'
,.ooo
s
11 ,060,lOO
'
554,0lS
s
20,000
'
1.UI
J,115
'
694,106
s
10 Sep-
26 1.12
1.040
$
13,
14&
,00'J
1 1.u
1,tlll
.,-
U,.J.Ot
.04
~
20.000
s
15.12 5,79
6 s
79 1,Z!JO
S
11 Oct-26
1J71
.00
1 $
15,
0M
,506
1,001
,457
S
._
1U
1LS
06 20.000
s
1',n,
,,ss
s
....
,u
s
U
...,...16
1.167,ISJ
$
.S
,.oll
.UI
'J.,
14,,17
.
$
ll
.4SUM
lfs10
.1JC111.
,...,
s
17,SOl,56
2 s
175
.17
1 s
20.000
'
11.m.m
s
KSl
,61'
s
20,000
'
17,197
.011
$
194
,151
s
,.,.,,
s
17 ,S
SJ,!>
S'
s
Dl
,61!
'
!!
=::
~:~::
:
~~:::
:;'~-:'~
,,.
~
'--r
15 f.eo-27
1,445,26
1 $
$
SH
.051
$
US.O
H
•
u.,&17,
4J5
16 Ma
r-27
t,44
9.126
S
n,
s
s,,1"
s
11,
sos.101
11 Af'r
·l7
1,451
,IH
s
n,
s
ZG
,u,
s
ta.
uz.ou
u.-.ooo
l.,,,-"
=--
--
--7'-
----
----
.,.,..-,,
s
17.;79
.~I~
-
s
'
11,00C.
oc»
.
s
"
"
11 Marl7
t4u,
:n1
,:
?1.
~1
,s
,.a.ooua
s
1'11.
S4
9 s
•
1,:i-
571
/
Fn5/1H.-ate1t
$
1!1.109,0
49 /
__,,,,,,,,,.
Eiiiiil:iHIHHih
St,ffCost
• "
" ...
.
..
7Tot..,CNt
s.~
si•
$
1,451,577
S~
:000
$
•.11
.0I.
IQ
,000
$
90U
,OOO
.,
#
n
$
19 .451
,5
71 $
U,762,116
('\-..-
~!.
,ooo
.~
\
~
,~Th-,
,.,-,,,-,
.,.~ffl .. -, .. -.,
-,011
~,
,
I
18 l(mo
nt
h1)
•
,
fli
ed
I
Is , ..... ,n
I
Ardurra
has
ident
ified
the
mast
typical
potential
Change
Orders
as
fallows
for
this
contra
ct:
■
Unmarked
Utility
: No
matter
how
diligent
the
USA
markouts
and
utility
research,
there
will
inevitability
be
unmarked
utilities
ar
encasements
not
shown
an
the
plans.
Ardurra
has
developed
Standard
Operating
Procedures
to
be
included
in
the
CM
Plan
, so
all
parties
understand
how
each
utility
will
be
dealt
with.
Change
Order
Analysis
■
Constont
T&M
Tickets:
This
can
be
mitigated
with
a stamp
stating,
"THIS
IS
ACKNOWLEDGED
FOR
CERTIFIED
PAYROLL
AND
EQUIPMENT
NOT
FOR
ENTITLEMENT
PURPOSES"
. Negotiations
regarding
costs
will
not
be
agreed
to
in
the
field
and
late
tickets
will
be
denied.
■
Coordination
(Lack
Of)
: Coordination
with
utilitie
s is
never
fully
def
ined
. Our
CM
team
will
identify
utility
coordination
items
early
and
ensure
that
all
partie
s are
aware
of
their
responsib
ilities
.
■
Differing
Site
Conditions
(DSC):
As
we
stated
previously,
this
will
be
one
of
the
main
focuses
in
the
Constructability
Review
to
ensure
the
possible
DSCs
are
quantified
and
a baseline
is established
far
unsuitable
soils,
rock,
limits
of
hazardous
materials
, nuisance
groundwater,
etc.
■
Stand-by
Time
: Pricing
far
potential
stand-by
time
will
be
agreed
to
early
in
the
project
and
standby
costs
will
be
continuously
calculated
as
the
delay
takes
place.
C
ITY
OF
f22
\bf.'39
Rf
P
N')
Jt,-nO'
I
PROJECT
NO.
WTR0028
Co
nstru
ction
Management
Serv
ices
fo
r the
Treated
Wate
r Fac
ilities
&
Redu
nda
nt P
ipe
lin
e
Pro
ject
/v"
ARDURRA
I
20 June 16, 2026, Item #5
Change
Order
Analysis
(continued) CPM
Scheduling
Schedule
Logic
and
Analysis
{FS,
SS,
FF,
SF)
Float,
Critical
Poth,
and
Schedule
Compression
Baseline
vs.
Monthly
Updates
Delay
Analysis
STATEMENT
OF
SERVI
CE
S
I
a
COST
MANAGEMENT
a
®@
ENTITLEMENT:
Demonstrate
an
event
took
place
that
"entitles"
contractor
to
time
and/
or
money
[Jy'
under
the
contract.
CAUSATION:
Demonstrate
an
event
caused
the
Contractor
to
do
something
they
would
not
have
had
to
do
had
the
event
not
occurred.
DAMAGES:
Demonstrate
the
event
resulted
in
the
Contractor
incurring
added
costs
not
included
in
the
Contractor
and/
or
additional
time
.
Credit
Change
Orders
are
important
to
execute
and
NOT
delay
they
are
as
important
if not
more
important
than
CORs
~
TIME
MANAGEMENT
~
Specification
Section
01310
-CONSTRUCTION
PROGRESS
SCHEDULE
requires
P6
Primavera
no
exceptions
. Ardurra
works
closely
with
our
scheduling
team
member
(PM
Partners
to
provide
input
to
the
logic
ties,
required
activities,
etc.
This
specification
section
is complete
however,
our
team
will
suggest
a couple
additive
items
to
manage
the
construction
more
effectively
such
as
detailed
work
schedules
for
the
SDCWA
pipeline
bridge
crossing,
commissioning
activities,
etc.
Ardurra's
CM
Team
understands
most
activities
utilize
Finish-to-Start
(FS)
and/or
Start-to-Start
(SS)
relationships
. Less
common
logic
ties
-
Finish-to-Finish
(FF)
or
Start-to-Finish
(SF)
-
will
be
carefully
reviewed
to
ensure
their
appropriateness.
We
would
suggest
adding
language
to
the
Technical
Specifications
to
include
the
logic
in the
Contractor's
required
narrative
.
Our
CM
Team
will
manage
these
elements
as
described
in
Specification
Section
01310
-CONSTRUCTION
PROGRESS
SCHEDULE
. This
specification
is
quite
detailed
and
requires
strict
adherence
to
ensure
appropriate
tracking
of
the
float,
critical
path
and
other
elements
of
project
tracking.
The
Technical
Specification
is
detailed,
requiring
minimal
additional
comments
. We
would,
however,
suggest
adding
a
requirement
for
a Work
Breakdown
Structure
so
the
schedule
is
easy
to
manage
and
it shows
the
phasing
of
the
30"
Pipeline,
the
various
areas
of
the
PS16
and
other
elements
.
The
CM
Team's
goal
is to
avoid
Time
Impact
Analyses
(TIA)s,
but
if these
are
required
our
team
is prepared
to
evaluate
complicated
TIA
analyses
in
accordance
with
the
method
illustrated
below
. This
method
analyzes
Contractor
delays
per
discrete
issue,
City
caused
delays,
and
concurrent
delays
.
S.n
km.rdlno
Mund
pal
W.t
u
Ols
trlrt
Substantial
Completion
Delay
Trend
(Act
lvrly
lD
-0020)
1=.::..::-
I
----------
----
-
;;;;,:=::;:-~~~-:.
.1
,_.
.,,
..
,.
, ••
_,_
IIU"
-·
Monthly
Updat.
Dita
Oat.
(DD:
lJt
of
Each
MonthJ
_
,.._~=-
1111.it....,i.t
....
•-•
••~W>ol
•Ollloluo,,,,lrl-
j--
•-
•uur,,.
C
ITY
OF
!2J
\bf-'B9
RFP
1'10
'.!6-009
I
PROJECT
NO.
WTR0028
~
ARDURRA
I
21 Construction
Management
Service
s for
the
Tr
ea
ted
Wa
ter
Facilities
&
Redunda
nt Pipeline
Project
June 16, 2026, Item #5
STATEMENT
OF
SERVICE
S
I
m
QUALITY
MANAGEMENT
m
Quality
Assurance
(QA)
Quality
Control
(QC)
Quality
Assurance
Vs.
Quality
Control
Prevent
problems
by
improving
processes,
documentation,
and
planning.
Ardurra
will
ensure
the
Contractor
is
implements
the
Quality
Control
program
as
described
in
the
Specification
Section
01400
-
Quality
Control.
QC
focuses
on
detect
ing
and
correcting
deficiencies
in
constructed
work
through
items
such
as
Factory
Acceptance
Testing
and
field
inspections.
Ardurro
personnel
will
be
present
to
observe
all
testing
procedures
for
compliance
with
the
project
specifications.
Inspection
and
Testing
Start-Up
& Testing
PHASE
NO
.
2 3 4 5 6
Task
4 .3
-Construction
Observation
and
Inspection
describes
the
major
inspection
tasks
and
this
is where
documentation
is key
to
proactively
document
production
rates,
actualized
progress,
etc.
Several
of
Ardurra's
key
items
which
set
our
Daily
Inspection
Reports
apart
are
the
following.
l.
Each
of
the
construction
activities
are
tracked
in
accordance
with
the
P6
Activity
as
shown
on
the
(PM
Baseline
schedule.
2. All
Daily
reports
follow
the
CMAA
FAT
principle
which
is all
contents
are:
Factual,
Accurate
and
Timely
FACTUAL
•
Stick
to the
facts
•
Try
to
be
objective
•
Don
't editorialize
•
Why
is it impor
tant
to
be
•
Let
the
facts
spe
□v
---
--,_
factual?
for
themse
lves
f
F
\
TIMELY
ACCUR
ATE
•
If docu
mentat
ion
is not
(\'~<':}
\
•
Memory
fades
with
time
•
Record
and
document
/
~
,,----
-----~
accurate
, it 1s
nol
credible
as
you
go
:'
T
'-.
~
A
•
Ver
ify
facts;
don
't gues
s or
•
Follo
w-up
any
_ oral
.
\
TIMELY
,i
A
CC
URATE
assum
e
agreements
with
wntten
,
,-
,
•
Don'
t rely
on
second
-hand
direct
ives
immed
iately
~
,:____
-_____ ----
informa
tion
•
Quote
sou
rces of informa
tion
3. All
subcontractors
are
clearly
identified
with
their
manpower
and
equipment.
4. All
labor
is tracked
by
name
and
classification
so
if there
ore
change
order
requests
the
time
is easily
compared
to
Certified
Payroll
to
ensure
they
match.
Ardurra
utilizes
L(Ptracker
for
labor
compliance
tracking,
which
automatically
submits
required
information
to
the
DIR
and
also
serves
as
an
effective
inspection
tool.
5. Contractor
provided
inspections
ore
also
noted
on
the
Dailies
.
Technical
Specification
Section
01650
-
Commissioning
outlines
the
required
startup
and
testing
procedures
for
all
Project
equipment
and
systems
. The
matrix
below
supplements
and
expands
upon
the
specified
commissioning
requirements
.
START
UP
& TESTING
COMMISSIONING
MATRIX
TASK
Equipment
Submittal
Process
Complete
RFls
and
Responses
up
to
Date
All
Factory
Demonstration
Test
(FDT)
Reports
All
Electrical
Equipment
Tests
(As
described
in
the
Contract
Documents)
All
Process
and
Instrumentation
Equipment
Tests
(As
described
in
the
Contract
Documents)
All
Mechanical
Equipment
Tests
(As
described
in
the
Contract
Documents)
ROLE/
PARTICIPATIO
N
GC GC CCST GC
GC,
CCST GC
SCHEDULE CO
NSTRAINT
C
ITY
OF
!24
\of-'B9
'.
RFP
NO
26 009
I
PRO
JECT
N
O.
W
TR
0028
,/\/
ARDURRA
\
22 Construction
Management
Service
s for
th
e
Tr
eate
d
W
at
er Facilitie
s &
Red
undant
Pip
eline
Project
June 16, 2026, Item #5
PHASE
NO
.
m
QUALITY
MANAGEMENT
m
START
UP
& TESTING
COMMISSIONING
MATRIX
TASK
Equipment
Data
far
Asset
Management
STATEMENT
OF
SERVICES
I
ROLE/
PARTICIPATION
SCHEDULE CONSTRAINT
7 (This
also
requires
an
electronic
format
to
make
it easier
to
upload
into
the
City'
s CMMS)
GC
8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 SAT
Data
As
Built
Loop
Drawings,
Interconnection
Draw
ings,
Elementary
Drawings,
and
Shop
Drawings
As
Built
P&ID
Drawings
CONTRACTOR
Lock-out
and
Tag-out
Procedures
All
Manufacturer
Certificates
of
Proper
Installation
All
Pressure
Test
Reports
All
Loop
Test
Reports
All
Conductivity
and
Megger
Test
Reports
All
Instrument
Calibration
Reports
All
configuration
reports
in
print
and
native
Excel
format
Power
systems
study
with
Arc
Flash
labeling
complete
. Labels
installed.
All
Electrical
Breaker
Setting
Reports,
All
NETA
Test
Reports
Commissioning
Plan
(a
Factory
Demonstration
Test
-Part
l
Factory
Demonstration
Test
-Part
2 Operational
Readiness
Test
-Part
l
(ORT-
l)
Operational
Readiness
Test
-Part
2 (ORT-2)
Operational
Readiness
Test
-Part
3 (ORT-3)
(SCAS
to
perform
Dry
Run
Simulation)
Wire
ringout
is
complete
and
a
certification
of
l 00%
accuracy
is
provided
by
the
EC.
(This
could
be
a
check
box
in
the
Commissioning
Plan
.)
Pre-Commissioning
Report
•••
Contractor
has
performed
"Un-witnessed"
testing
prior
to
"Witnessed"
testing
EC
to
perform
un-witnessed
Loop
Testing
with
SCAS
and
Equipment
providers
. EC
to
sign
off
on
th
is item
in
the
Commissioning
Plan
. If
problems
arise
that
prove
the
EC
did
not
test
this
properly,
there
would
be
a
back
charge.
All
required
Spare
Parts
are
onsite
and
properly
inventoried
and
stored
.
Redline
As
-Built
Drawings
(received
15 days
prior
to
Operator
Training)
Operator
Training
(received
30 days
prior
to
Phase
2)
Functional
Acceptance
Test
(FAT)
Commissioning
-
Phase
1 Report
Beneficial
Occupancy/
Operational
Acceptance
C
IT
Y
OF
!2:S
\of.'89
RFP
NO
10-0·;:;,
I
PRO
JECT
N
O.
W
TR0028
Cons
tructi
on
M
an
agem
ent
Se
rvic
es
fo
r th
e
Tr
ea
ted
W
at
er Faciliti
es
&
Redun
da
nt Pip
elin
e
Proj
ect
CCST GC GC GC GC GC GC GC GC GC GC GC GC GC GC
GC,
Ops,
SCAS
GC GC GC
GC,
CCST,
Ops
GC,
CCST,
Ops
GC,
CCST,
Ops,
SCAS EC
EC,
GC
GC
GC
, CCST
GC,
CCST,
Ops
GC,
CCST
GC,CCST
A/
" ARDURRA
I
23 June 16, 2026, Item #5
PHASE
ROLE GC CCST
NO
.
42 43 44 45 46 47 48 49 50 51
m
QUALITY
MANAGEMENT
m
START
UP
& TESTING
COMMISSIONING
MATRIX
TASK
Kick
Off
Meeting
for
the
System
Wide
RAT
System
Wide
RAT
Test
{Duration
of
2 weeks)
Start
of
30 Day
Continuous
Plant
Operation
with
Corrections
Made
Final
As-Built
Drawings
ROLE
DESCRIPTION
ROLE
ROLE
DESCRIPTION
ROLE
General
Contractor
Ops
City
of
Poway
Operations
Stall
EC
STATEMENT
OF SERVICES
I
ROLE/
PARTICIPATION GC,
CM,
SCAS
GC,
SCAS
ROLE
DESCRIPTION
Electrical
Contractor
SCHEDULE CONSTRAINT
Certified
Control
Systems
Technician
CM
Construct
ion
Manager
SCAS
South
Coast
Automation
Systems
Submittal
Review
One
differentiating
factor
that
Ardurra
performs
for
each
submittal
review
is to
attach
various
standard
responses
to
each
review
. This
includes
ALWAYS
adding
language
affirming
the
Contractor's
compliance
with
contractual
requirements.
An
example
of
a response
would
be,
"This
submittal
is assumed
to
follow
all
Contractual
Requirements.
If any
deviations
to
the
specifications
have
been
made,
but
not
called
out
in the
submittal
cover
sheet
, any
approval
of
this submittal
is waived
."
We
also
include
statements
affirming
that
the
Contractor
remains
responsible
for
dimensional
accuracy
and
compatibility
between
materials
and
equipment
.
RFI
Review
Submittal
and
RFI
Review
All
RFls
must
have
follow
the
following
format
with
this
exact
language
per
type
of
response:
EXAMPLE
l -
NO
CHANGES
TO
THE
COST
AND/OR
TIME
Nonconformonce
and
Corrective
Actions
(Lessons
learned)
(RFI
response
verbiage]
Contractor
to
ensure
record
drawings
are
completed.
Note
to
CM,
only
use
if
required
.
The
City
views
this
as
a
no
cost
and
time
clarification.
EXAMPLE
2 -
EXPECTED
CHANGES
TO
THE
COST
AND/OR
TIME
[RFI
response
verbiage]
Contractor
to
ensure
record
drawings
are
completed
. Note
to
CM,
only
use
if
required.
The
City
acknowledges
that
the
response
to
this
RFI
may
result
in
additional
costs
or
credits
.
The
Contractor
is
to
submit
any
notice
of
costs
associated
with
this
response
within
10 days
of
receipt
of
th
is RFI
or
prior
to
performing
the
work,
wh
ichever
occurs
first
.
Our
CM
Team
is unique
in that
at
the
end
of
our
projects
we
perform
a Lessons
Learned
(LL)
Analysis
to
ensure
that
issues
and/
or
items
that
occurred
ore
not
experienced
in
future
projects.
The
following
ore
examples
of
Lessons
Learned
from
a
recent
project
which
apply
to
the
Treated
Water
Facilities
&
Redundant
Pipeline
Project:
■
Requiring
Contractors
to
inspect
equipment
to
be
demolished
prior
to
the
demolition
contractor
mobilizing
on
site
. Recently
a Contractor
elected
not
inspect
the
interior
of
a potable
water
tonk
prior
to
mobilization
and
found
coal
tor
on
the
interior.
A claim
was
submitted
by
the
demolition
contractor
for
a standby
delay
while
the
general
contractor
had
the
coal
tor
tested
. The
constructability
review
comment
is to
review
and
determine
if demolition
matches
the
attached
reports
included
in
Appendix
A early
in
the
project.
■
Requiring
workshops
for
detailed
elements
of
the
work
such
as
the
SDCWA
bridge
crossings,
commissioning
, etc.
C
ITY
OF
f2ti
\of.'B9
RFP
N0
'c
-U
'
I
PROJECT
N
O.
WTR0028
,/\/
ARDURRA
I
24 Cons
truct
io
n
Ma
na
ge
m
ent Ser
vices
for
the
Tr
eated
Water
Fa
cili
ties
&
Re
dundan
t P
ipe
lin
e
Pr
oject
June 16, 2026, Item #5
Nonconformance and Corrective
Actions (Lessons Learned)
(continued}
Documentation Standards
Monthly Reports
STATEMENT OF SERVICES I
m QUALITY MANAGEMENT m
■ Requiring serial numbers for specific equipment to ensure that equipment is in the "pipeline" and schedules do not slip. This was added to a large HVAC project for a Groundwater Treatment Plant for Long Beach Utilities.
To keep procurement on track CM Team required the Contractor to identify a dote ofter the approval of the submittal that a serial number could be obtained, which helped ensured the equipment was not delayed.
Ardurra will utilize Procore document control system to manage the project documentation, ensuring consistent tracking of submittols, RFls, inspections, change orders, and project correspondence. Our team of construction management professionals is well versed in utilizing this system for project management.
One major focus of our CM Team is the preparation of Monthly Construction Progress Reports. Components of our report include a Summary of Construction Metrics, cash flow projections, summary of construction activities for the month, anticipated construction activities for the next month, schedule analysis, and other metrics. A sample Monthly Construction Progress Report has been included as an attachment to our Construction Management Manual.
Our team con provide drone progress videos, however, due to America's Water Infrastructure Act (AWIA) confidentiality provisions this will need to be discussed with the City. (0NSTII.UCTION MANAGEMENT SUPPORT ANO INSPECTION
UAVICUFOR
SPECIFICATION 1-112S MVIIWRF PLANT 28 IOUIPl'INO PIOJ(CT 11--•1◊15\
MONTHLY REPORT -June 2025
CONTRACTS!Lll!!!\IIARV
W.M. Lyles Co.
1412S
Original Contract Amount: $40,129,713.00
Total Change Order Amount to Date (CDs): $914,161.76
Revised Contract Amount: $41,043,874.76
1. Contract Data:
As of 5/20/25 (Progress Payment 31)
Notice to Proceed 10/17 /22 Percent Complete (time)
Original Contract Amount $40,129,713.00 Original Contract Time (CDs) Approved Change Orders $914,161.76 Revised Contract Time (CDs) Percent Change Orders 2.28% Days Elapsed
Current Contract Amount $41,043,874.76 Original Completion Date Total Progress to Date $39,986,254.76 Weather Days (52 allotted) Percent Complete (cost) 97.4% Weather Days (beyond 52)
Estimated Pending Change N/A Granted Extensions (CCOs)
Orders
Anticipated Final Contract $41,043,874.76 Revised Completion Date Amount
93%
900 days
1009 days
947 days
04/04/2025
32 0
109
07/22/2025
EXAMPLE CONTRACT SUMMARY TABLE FROM EASTERN MUNICIPAL WATER DISTRICT'S MORENO VALLEY REGIONAL WATER RECLAMATION FACILITY PLANT 2B EQUIPPING PROJECT JUNE 2025 MONTHLY REPORT. THIS PROJECT IS HIGHLIGHTED ON PAGE 30. ~ CONTRACT ADMINISTRATION ~
During the construction phase of the project, our Construction Manager will maintain our firm but fair policy in dealing with the Contractor. Our approach is to be diligent in observing the work and documenting good workmanship. We will stay ahead of the Contractor by alerting him to special project requirements such as the standards and testing requirements, public notifications, and coordination with outside agencies.
Our Construction Manager will be responsible for coordinating and leading weekly progress meetings with the City, Design Engineer, Contractor, and outside agencies representatives. Meeting items will include, at a minimum, a three-week look ahead review of the Contractor's schedule, current submittals and RFls, outstanding change order or field order issues, review of safety and storm water issues on the site, and discussion of public outreach efforts that may need to be made.
Ardurra's Construction Manager will review the Contractor's monthly pay requests. Ardurra will require detailed descriptions and locations for quantities requested and review these against our own field records to document that only items installed are being invoiced. Additional administrative items to be tracked with each progress payment include:
• Tracking Insurance requirements and other specific requirements ■ Ensuring all elements of the Contract are adhered to
CITY OF !27\bf:39 R"P NO 26-009 I PROJECT NO. WTR0028
Construction Management Services for the Treated Water Facilities & Redundant Pipeline Project /\,/ ARDURRA I 25 June 16, 2026, Item #5
STATEMENT
OF
SERVI
CE
S
I
~
CONTRACT
ADMINISTRATION
~
•
Verifying
that
a
monthly
schedule
update
has
been
submitted
•
Ensuring
the
Unconditional
and
Conditional
Releases
are
provided
with
each
progress
payment
•
Track
20-day
preliminary
notices
~
SAFETY
&
RISK
MANAGEMENT
~
Safety
is
a
core
component
of
project
delivery.
Ardurra
does
not
adhere
to
the
idea
that
safety
is
the
"Contractor's
responsibility"
.
Safety
is
everybody's
responsibility.
When
our
team
notices
something
unsafe
they're
instructed
to
bring
that
up
to
the
lead
crew
member
directly
in
charge
of
the
operation,
and
request
that
the
item
be
addressed.
Should
that
lead
fail
to
comply
we
immediately
start
to
escalate
up
the
chain
of
command
with
written
requests.
In
the
case
of
a
life-threatening
issue,
such
as
personnel
in
un-shored
trenches,
our
inspectors
and
CMs
are
instructed
to
stop
the
affected
work
immediately
until
the
issue
can
be
resolved
. We
then
follow
up
with
a
safety
meeting
with
the
Contractor's
management
to
review
the
issue
and
identify
why
it
happened
and
how
it will
be
avoided
in
the
future.
A
few
specific
items
we
identified
regarding
the
Project
include:
•
Safety
is
critical
for
all
elements
but
especially
for
chemical
systems
. Aqua
Ammonia
has
specific
requirements
that
will
be
scrutinized
by
the
CM
Team
per
the
Contractor
provided
Chemical
Feed
System
Integrator.
•
Critical
safety
protocols
near
high
pressure
gas
pipelines
in
Espola
Road
including
proper
notification/
coordination
with
SDG&E
•
Safety
is
critical
for
hazardous
material
abatement
as
described
in
the
ESA
included
in
the
appendix.
•
Ardurra
also
suggests
adding
items
such
as
providing
a
"pick
plan"
for
any
work
requiring
a
crane.
This
will
ensure
all
parties
understand
the
constraints
and
that
the
plan
is
adequate.
~
SUSTAINABILITY
&
ENVIRONMENTAL
STEWARDSHIP
~
Environmental
compliance
requirements,
including
those
associated
with
the
California
Environmental
Quality
Act
(CEQA),
will
be
incorporated
into
the
construction
management
process
.
We
understand
that
the
City
will
be
contracting
separately
for
monitoring
services
and
our
role
will
be
limited
to
coordination
of
those
services.
All
mitigation
measures
will
be
tracked
and
verified
as
part
of
the
project
documentation
and
compliance
monitoring
.
Ardurra's
CM
Team
has
performed
a
detailed
schedule review
and
developed
a
CPM
schedule
in
Microsoft
Project
to
demonstrate
our
understanding
of
the
timelines
identified
in
the
RFP
for
both
the
Administrative
tasks
and
the
activities
outlined
in
the
Scope
of
Services,
however,
we
are
aware
that
the
Contractor's
schedule
will
be
prepared
utilizing
P6.
Procurement
activities
as
well
as
estimated
production
rates
for
the
Espola
Pipeline
have
also
been
incorporated
. This
schedule
will
be
refined
further
upon
completion
of
the
100%
design
documents
and
final
CEQA
documentation
.
©
EXCLUSION
OF
SERVICES
As
required
in
the
RFP
the
following
is
a
list
of
items
that
are
not
included
in
Ardurra's
Scope
of
services:
1. Under
subtask
4.5 Migratory
Bird
Treaty
Act
Pre-Construction
Survey,
this
is
included
to
be
coordinated
in
our
scope
of
services;
however,
since
the
CEQA
documents
are
not
included
with
the
RFP
no
other
CEQA
related
services
are
included
to
be
coordinated
or
provided
at
the
time
of
submission
.
2. Upon
discussions
with
the
City,
it is
assumed
that
the
City
will
handle
the
formal
public
outreach
services,
therefore
these
services
are
not
included
in
our
scope
of
services.
3. It is
assumed
the
EOR
will
perform
the
major
technical
submittal
and
RFI
reviews
.
CITY
OF
!28
\bfB9
'.
RFP
l'-.r)
26-009
I
PROJ
ECT
NO.
WTR0028
Construction
Management
Services
for
the
Tr
eated
W
ater
Facilitie
s &
Redundant
Pipeline
Project
A/'
ARDURRA
I
26 June 16, 2026, Item #5
A,/
ARDURRA
May 19th, 2026
Mr. Eric Heidemann
Director of Public Works
City of Poway
Public Utilities Department -Utilities
l 4467 Lake Poway Road
Poway, CA 92064
ATTACHMENT 2
REFERENCE: REVISED PROPOSED FEE FOR CONTRUCTION MANAGEMTN SERVICES FOR
THE TREATED WATER FACILITIES & REDUNDANT PIPELINE PROJECT -(PROJECT NO. WRT0028) I RF NO. 26-009
Dear Mr. Heidemann:
In accordance with your request, Ardurra Group, Inc. (Ardurra) is pleased to provide this revised proposed fee for Construction Management services on the subject project. In preparation of this revised fee we've met with City staff to refine our scope of services and reviewed the preliminary construction schedule provided by the City's program manager. Based on the preliminary schedule and our review of the proposed scope changes we've made changes to Task l -Program Management and Task 4 -Construction Management.
FEE
Based on the items presented above, Ardurra's revised proposed total fee is $3,175,391.00 (Three Million, One Hundred Seveny-five Thousand, and Three Hundred Ninety-one Dollars). We have also included a revised Fee Table and Resource Schedule reflecting the changes made in scope and staffing levels. We've also included a breakdown below of Plan Review and Bid Assisteance activities vs Construction activities.
Tasks 1-3 (July 2026 -Dec. 2026) $ 57,992.00
Tasks 1-5 {Feb. 2027 -July 2029) $3.117,399.00
Total $3,175,391.00
We sincerely appreciate the opportunity to provide this proposal and assist the City with this project. Please contact Scott Adamson at (858) 243-4977 should you have any questions or need further information.
Sincerely,
Scott Adamson, PE, QSD/P
Construction Management -Group Leader
29 of 39 9665 Chesapeake Drive, Suite 230 I San Diego, CA 92123 I 858.413.2400 I www.ardurra.com June 16, 2026, Item #5
REVISED
PRICE
PROPOSAL
FEE
PROPOSAL
This
proposal
price
is for
CONSTRUCTION
MANAGEMENT
SERVICES
FOR
THE
TREATED
WATER
FACILITIES
&
REDUNDANT
PIPELINE
PROJECT.
These
services
are
as
set
forth
in
the
Technical
Specifications
in
Section
IV.
BID
ITEM:
CONSTRUCTION
MANAGEMENT
SERVICES
FOR
THE
TREATED
WATER
FACILITIES
&
REDUNDANT
PIPELINE
PROJECT
The
prices
set
forth
below
include
all
work
required
to
provide
all
labor,
equipment
, tools,
materials,
and
incidentals
affiliated
with
services
specified
in
this
RFP
. Summary
fee
table
that
depicts
tasks,
hours
by
labor
category,
expenses,
and
total
proposed
fee
by
task
is
provided
on
the
following
page
.
Labor
Category
Hourly
Rate
Principal-in-Charge
$284.00
Senior
Construction
Manager
$267
.00
Senior
Construction
Inspector*
$212.00
Document
Control
$142
.00
Start
Up
Specialist
$267
.00
Labor
Compliance
Manager
$172
.00
Labor
Compliance
Specialist
$142
.00
Electrical
&
Controls
Inspection
(RCS)
$220.50
Senior
Construction
Scheduler
(CPM)
$247.00
Junior
Construction
Scheduler
(CPM)
$194
.00
NACE
Level
3 Inspector
(CSI)
$158
.00
Constructability
and
Claims
Experts
$280
.00
Total
Project
Cost:
$3,
175,391.00
Notes: All
subconsultont
hourly
rotes
ore
shown
with
o
5%
markup
for
overhead
ond
processing.
Overtime
rotes
for
*
employees
will
be
charged
in
accordance
with
State
of
California
prevailing
wage
requirements
.
C
ITY
OF
!30
'-tffB9
'.
RFP
NO
26-009
I
PROJECT
NO
. W
TR0028
Construction
Management
Se
rvice
s for
the
Trea
ted
Wa
ter
Facilitie
s &
Redundant
Pipeline
Project
/v"
ARDURRA
2 June 16, 2026, Item #5
w .....
0 .... w
\0
FEE PROPOSAL
City of Powoy
Construction Monogement Services for the Treated Water Facilities & Redundant Pipeline Project (Project No. WTR0028) G.:..'.•
7,iConlom,edDocutnent,
)~...!:"'<:-:X:-~
Olh.,~C:0111
foolootH
I. F,t-ld peuo :,,,el rotu ore indu,f,,,• olvthicl.,, n1,l..09e. phon• . .:cr,,put., . ,:,le ln,p .. clioo tolcJ sl,owl\ ort for pri:wo1l1119 wog• proi•~1~ 2 Su~eonwhon: r •• , ore ln.,o,uJ At C1J1I Plut S¾ Mculr.,..:p ·:-:r '. ,,,.h: ·' ;•,p,,1"1 • i'r111• t!
no IY2
NI£
i'.! vi,::·i.1 Pi'IC; . :1:~t. ,
1 ·~ ·.,~·.
A/
/\RDURRJ\
Sublolol 122;2-36.00
s,blolol "6.!.760,00
Svbklfol 8.960,00
520
s........rn 2,130.395.00
s,blolol 73,0..0.00
u,000 ,00
/~/ t\RDURRt\
June 16, 2026, Item #5
w N
0 .... w
ID
~----
r-,:,.:,;,,.t-,.::,,,.,'l,
l• c.,, _,._, ,,.,M.., .~ .,
['.•, ,,.. ... , e1 , .. ,..,,,1
1~::-:::~~~-~:: ::::: w ... -,,,
: , ............. 1..1,,, ..... ..
,;:,,,,,...,:o.;t.1,, -~ • .,. .. ,~ ..... ,,,
~--~,:,.,_.,,,., , ....... .,. ...
;~., u.s.1>f-'•1
t.lo<-.r-••<'C....,,~I
1::~: ~:::::::,: ~-:;::;:;
11--. .... :..11-.,,... .•. ,....
,_._,,~,d,!o,: .•~e:•-l!>f:00,,i\•-4.o!.',·~
► . i"•.•·~ •- •.c. •':>, ..J .J.,
,ui:;o ... ~1J
C,; •,w•I'<.~ ,1n-.,; r,
,, .... v1-,,.,(J ,.
"-~--.,,, ... ~- •
~.~:..i.::v-i,1.,,..,, s~•~J"
l<,oc.
ff:!~;:~:~r~~~.iln.,..;,.~~1
CMI-
W_ r ...
),'11,.1, .~,
,1.,...,..,-c:.,-~~
I :~.co::
1 -;,,1c,; lH
~ r.c:c.c H
s....lTNI,,,.._~
,.~,c, , .. ,._..J ; ,..,d.-,:. 1 :-o::i«i tc
,._...,r,.,.,,:,, A·J,.,-, S :!:io;
•~1 :1, 1::.i 1,; !C
5.Mollll-'.1,~ ..... o.....,ia.....
,_~,C:-,(:, • .1, ~ "'" ·' 1 ;,:ll .1'(, n .,!.
1-•i:~ .. :A,
c,,,,..,,~,-,.
0.-.1l-,, ,I
r,,...,,.,;:.,.._,,,,.
~ ... t• ... ;)O•
,:!o,5 d.i ,,
m,
"' n:i.
no
ao
J,;(_,.,,.,,J ,
r'•••,h•._,,.,,,
, , • .,.,,, .. ~1-oi
l •I>'• l d.~11
~1-3-~0..-.,. ... t..... $
:i-t ❖ J :.JC.i
A,~_. , ,.. 1 11JO~ 4110
"""·' '"' i ;a.c-Q i,~
NJ..: r• l 1•2.o: ! Ol)
Ad.-,, i 17] ..., h
,-.,;,,,,, I 1,, '-"1 ~!\r
t .,;:~ \ ::.:,1 0 111')
N•, o l,'-' .,.,_"'" 11\1
...:,u,~ .... . \ :;,,,o, 1~~
~t•,\11 ~""'' I !HI': ~:•
,~1 i 1,.0--J no
w.., ..... ~~
J,,J,,,• I :,,•.:• u: 1;-,
N ;t ,,., ~ ~• 1: «· ,o
1 U1 M li
\ UlO.:: , J;
s...lf.t~-c.......a-..-.
~ 0,.,
lOTAl.5 f°' Al CM lOIU ~ OOC.
RESOURCE SCHEDULE
City of Poway
!~ :·,,11;,:·.,1 ,'L! r. i P;.: , } ! ' . ,-.i
.A/
Construction Management Services for the Treated Water Facilities & Redundant Pipeline Project (Project No. WTR0028) ARDURR/\
0..0,.,,,,_/
C--."- W.."- ~,._
--.,1..1- ·===t
'-- "'""'"'"c,..,,..,,.. ...
~e(Yll , f~1•• C••••ll ec i.~
~...,.~d--~ ~. 1 0 ) U lo :i) l I n ~4 ;7 H
.... ,,~:.,1 ~, 11 : ·} : ,
:on :oi 1 :c.:s 10, .,
.W..J6 -~16 ~26 Oo.1' "'-26 0.-2' _,..~ ~ ,._,, ~21 ~~ --27 ~17 27 ...... 17 00-V' H-V' 0-17 ,_____1!_____!_•1!_.M.r-21 A,,,-21 M.p,21 .i-.21 J,,,,1.21 ......,. S-21 Oo-21 H-.-21 ~~21 '-'9 t•:rt ,-..i, >.t,,t M.f-2• ,-29 .:'l',11'
fl ,G41
._j:;t,
IU,2l6
"!:~I IQ
l:".'--'O
...., ..
.... 0
'i,;;;'
""·'"' tn.,.i :
4-1.1:ll
11,0AI
U.JI~
t,i:,JO!l
~1:,ni
tiH.'21'
,:.,1,
ll'l ,-Ol
j:IS!,O
2,uo;-,u
16 ~V']
1f,•t.0
-',l'4
"·°'°
17)0J
t._l):,.:l
"'~~°" """'
::,,
' ,o
.
"
..
"' ,,,
'
.
:,
.. ,,.
'
"
"
.,
'"
.. , .. .
:!l
' " ' 1: ' "
" '" ' "
.
"
~-)
" ,.
,:-
" ,.,
.
"
.. , ..
.
"
.,
"'
" '
' "
.,
'" " '"
. ,~
' " l:A
' :r:
f:<.I
'"
" "'
..
"' " ,.,
' -'·l
,,
o, ,,,
N
.
:,
.,
1e,
,,
:,
.
" 1•11
" ,
,,,
'" '" ,.,
"
"
" ,
" ~;) . .,
"·
! 1, •:-.:• r::;·"!i111 • i]....,_,,.,l. ~r : i\:•din" P:"'i'::r /v /\RDURR/\
June 16, 2026, Item #5
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
ot
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)
33 of
39 (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
appointment
described
in
this
section,
the
retired
person
received
any
unemployment
insurance
compensation
arising
out
of
prior
employment
subject
to
this
section
with
June 16, 2026, Item #5
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:
34 of 39
(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.
(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.
June 16, 2026, Item #5
( 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 ofthe 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).
35 of 39
June 16, 2026, Item #5
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."
36 of39
June 16, 2026, Item #5
w
-.J
0 ....
w
\0
~
~ n :c
s: m
z
-I
m
Existing
Clearwell
Temporary Pressure
Control Valves
- Existing Water Pipeline
- Existing Storm Drain
Proposed Buried Water Pipeline
Proposed Above-Ground Water Pipeline
Proposed Above-Ground Overflow Pipeline
June 16, 2026, Item #5
w
00 0 ...,
w
ID
::.
~ n :c s: m
z -I
n
' i 4.0~iMG
ID:\210'
SWD: 16;5'
~F 'l 849
.'" MG ID;h210·
s~p: 16.5'
FF \ 849
\I
June 16, 2026, Item #5
FIGURE 3
PROPOSED SDCWA POW-6
FCF & POWAY TREATED
WATER FACILITIES ,vay Pipeline
~\1·~~~, =~ =l =~ =1:,1n-•, -. -.-. -
~'~.&!liLI!!.'.:
June 16, 2026, Item #6
DATE:
TO:
FROM:
CONTACT:
SUBJECT:
Summary:
AGENDA RE PO RT City of Poway
June 16, 2026
Honorable Mayor and Members of the City Co~?f ii
Eric Heidemann, Director of Public Works Jff.:>7
Danielle McIntosh, Public Works Operations Manage~
(858) 668-4729 or [email protected]
CITY COUNCIL
Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Landscape Maintenance District 19-1 for Fiscal Year 2026-27 and Set Date for Public Hearing
The California Landscape and Lighting Act of 1972 (the "1972 Act"), and its amendments (Proposition 218) allow for the collection of assessments from parcels annexed into Landscape Maintenance District 19-1 (LM D 19-1) for the purpose of maintaining LM D 19-1 's landscape improvements. In order to collect assessments, Chapter 3 of the 1972 Act requires a resolution declaring the intention to levy and collect assessments, and an engineer's report which are included in this document as Attachment A and Attachment B, respectively. Fiscal Year (FY) 2026-27 assessment rate is proposed to increase from the FY 2025-26 assessment rate of $982.22 by 3.0 percent to $1,011.68 per benefit unit per year, based on a voter-approved inflator cap on the annual change in the San Diego-Carlsbad Consumer Price Index for All Urban Consumers (CPI).
The adoption of this resolution is the first step in a two-step process and serves to set the date for the required public hearing. The proposed assessments will not be considered for adoption until the public hearing scheduled for July 21, 2026.
Recommended Action:
It is recommended the City Council adopt the Resolution to initiate the process required to levy and collect assessments for the upcoming fiscal year within Landscape Maintenance District 19-1, in accordance with state law, and to set the date for the public hearing, giving property owners the opportunity to review and comment on the proposed assessments.
Discussion:
LMD 19-1 was formed on May 21, 2019, to maintain landscape improvements installed in conjunction 1 of39
June 16, 2026, Item #6
with
new
subdivisions
within
the
boundaries
of
LMD
19-1.
A
map
showing
LMD
19-1's
boundaries
is
included
as
Attachment
C.
LMD
19-1
includes
the
following
non-residential
(commercial)
developments:
TRACT
PROJECT
NAME
TTM
85-04
Pomerado
Business
Park
I and
II
TTM
86-02R
Tech
Business
Center
TTM
87-13
Parkway
Business
Centre
I and
II
TTM
88-04R
Trident
Center
TTM
98-05
Parkway
Business
Centre
Ill
TTM
99-07
Legacy/Toppan
DR
95-13
Watkins
Terminals
DR
97-47
Discovery
Isle
TTM
00-01
Poway
Views,
LLC
DR
03 -13
Costco/Home
Depot
TTM
86-02R
Poway
Corporate
Center
TPM
06-04
Slough
Poway
II,
LLC
Section
22624
of
the
Streets
and
Highways
Code
requires
the
City
Council
to
approve
an
engineer's
report
and
adopt
a
resolution
of
intention
prior
to
establishing
the
annual
budget.
The
engineer's
report
(Attachment
B)
is
prepared
each
year
by
an
outside
engineering
firm
and
provides
a
detailed,
transparent
analysis
to
support
the
proposed
assessment.
It
also
outlines
the
proposed
FY
2026-27
budget
and
the
resulting
assessments.
FY
2026-27
assessment
rate
is
proposed
to
increase
from
the
FY
2025-26
assessment
rate
by
3.0 percent,
_to
$1,011
.68
per
benefit
unit
per
year.
There
are
currently
320
commercial
parcels
proposed
to
be
assessed
within
LMD
19-1.
On
May
21,
2019,
a ballot
measure
was
proposed
and
passed,
to
reorganize
Landscape
Maintenance
District
87-1
(LMD
87-1)
by
detaching
327
commercial
properties
and
forming
a
new
landscape
maintenance
district
(LMD
19-1
).
Existing
residential
development
areas
within
LMD
87-1
remained
as
LMD
87-1.
Certain
improvements
provide
a
shared
benefit
to
properties
in
LMD
19-1,
and
other
adjacent
properties
are,
therefore,
equally
funded
by
the
LMD
19-1
and
other
sources
(LMD
87-1
and/or
the
General
Fund).
For
a
full
description
of
these
shared
improvements,
please
refer
to
the
engineer's
report.
LMD
19-1
includes
a
voter-approved
inflater
which
helps
revenues
keep
pace
with
inflation.
Annual
assessment
rate
increases
are
capped
at
3.0 percent
of
the
annual
change
in
the
CPI.
Because
projected
expenditures
are
exceeding
revenues,
an
increase
of
3.0 percent
is
requested
at
this
time.
Service
levels
for
landscape
maintenance
are
at
service
level
A.
Service
level
A
consists
of
performing
landscape
maintenance
(e.g.,
irrigation
inspection,
removal
of
trash
and
debris,
trimming
of
shrubs,
fertilizing,
mowing,
edging,
pruning,
sweeping)
for
respective
areas
within
LMD
19-1
on
a weekly
basis.
Proposition
218,
passed
by
California
voters
on
November
5,
1996,
expands
the
requirements
for
2 of39
June 16, 2026, Item #6
public
notification
and
imposes
the
requirement
of
special
district
balloting.
Beginning
July
1,
1997,
all
existing,
new,
or
increased
assessments shall
comply
with
Article
XIII
D
as
added
to
the
California
Constitution.
All
parcels
currently
assessed
were
annexed
into
LMD
87-1
prior
to
its
reorganization
and
formation
of
LM
D
19-1
by
owner
consent
at
the
time
of
development,
making
them
exempt
from
the
procedures
and
approval
process
set
forth
in
Section
4 of
this
Article.
However,
this
does
not
preclude
any
assessments
that
would
be
increased
in
future
years.
Subsequent
increases
in
such
assessments
shall
be
subject
to
the
procedures
and
approval
process
set
forth
in
Section
4 of
Article
XIII
D.
As
required
under
assessment
law
(Landscape
and
Lighting
Act
of
1972
and
its
amendments),
an
engineer's
report
and
assessment
recommendations
must
be
presented
at
a
public
hearing
for
Council
consideration
and
public
comment
on
an
annual
basis,
which
is
scheduled
for
July
21,
2026.
The
engineer's
report
(Attachment
B)
has
been
found
technically
correct
as
presented.
Environmental
Review:
This
action
is
not
subject
to
review
under
the
California
Environmental
Quality
Act
(CEQA)
.
Fiscal
Impact:
LMD
19-1
includes
a
voter-approved
inflator
which
helps
revenues
keep
pace
with
inflation.
The
assessment
rate
for
FY
2026-27
is
capped
at
3.0 percent
or
the
annual
change
in
the
San
Diego
Carlsbad
Consumer
Price
Index
for
All
Urban
Consumers,
whichever
is
less.
Revenues
collected
at
the
rate
of
$1,011.68
per
benefit
unit
per
year,
an
estimated
total
of
$887,698.26,
will
be
used
for
LMD
19-
1 's
maintenance
costs
during
FY
2026-27.
A
General
Fund
contribution
of
$228,167
will
be
made
based
upon
average
maintenance
costs
for
the
landscaped
medians and
rights-of-way
that
provide
general
benefit
to
the
City.
This
amount
will
be
included
in
the
proposed
FY
2026-27
budget
being
presented
for
consideration
at
this
June
16,
2026,
City
Council
meeting.
Public
Notification:
None. Attachments: A.
Resolution
B.
Engineer's
Report
C.
LMD19-1Map
Tracy
Stevens
Assistant
City
Manager
3 of39
Reviewed
By:
Alan
Fenstermacher
City
Attorney
Ap
~
ch
risHazeme
City
Manager
June 16, 2026, Item #6
RESOLUTION NO. 26-
A RESOLUTION. OF THE CITY COUNCIL OF THE CITY OF
POWAY, CALIFORNIA, DECLARING THE INTENTION TO LEVY
AND COLLECT ASSESSMENTS WITHIN POWAY LANDSCAPE
MAINTENANCE DISTRICT 19-1 FOR FISCAL YEAR 2026-27
AND APPROVING THE ENGINEER'S REPORT
WHEREAS, the City Council of the City of Poway desires to levy and collect assessments within Poway Landscape Maintenance District 19-1 for the purpose of maintaining, servicing, and operating public landscape facilities located within the territory comprised of said District as shown in the Engineer's Report, included in the staff report as Attachment B, that is on file in the Office of the City Clerk, pursuant to the Landscape and Lighting Act of 1972; WHEREAS, assessments will increase from the Fiscal Year 2025-26 assessment rate of $982.22 per net acre per year to $1,011.68, based on a voter-approved inflator cap on the annual change in the San Diego-Carlsbad Consumer Price Index for All Urban Consumers for Parkway Business Centre I and II, Tech Business Center, Slough Poway II, LLC, Pomerado Business Park I and II, Trident Center, Discovery Isle, Parkway Business Centre Ill, Legacyffoppan, Poway Corporate Center, Poway Views, Watkins Terminals and Costco/Home Depot; WHEREAS, under Article XIII D, Section 4 of the California Constitution, a City general benefit contribution has been calculated as the average General Fund expenditure on a per square foot basis for the maintenance of landscaped medians and rights-of-way. The total general benefit contribution for Landscape Maintenance District 19-1 has been calculated to be $228, 167;
WHEREAS, under Article XIII D, Section 5(b) of Proposition 218 (adopted by general vote on November 5, 1996), the collection of Fiscal Year 2026-27 assessments is exempt from the procedures and approval process set forth in Section 4 of Article XIII D, in that the assessment was imposed pursuant to a petition signed by the persons owning all of the parcels subject to the assessment at the time the assessment was initially imposed; and WHEREAS, the public interest and convenience require the maintenance, service, and operation of public landscaping within said territory.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Poway as follows:
SECTION 1: The foregoing recitals are true and correct.
SECTION 2: Proposed assessments are as detailed in the Engineer's Report for Poway Landscape Maintenance District 19-1 for Fiscal Year 2026-27 included in the staff report as Attachment B.
SECTION 3: Notice is hereby given that a public hearing is scheduled in the regular meeting place of the City Council, being the Council Chambers, City Hall, on the following date and time:
Tuesday, July 21, 2026, at 7:00 p.m.
4 of 39 ATTACHMENT A
June 16, 2026, Item #6
Resolution No. 26-
At that time, this legislative body will hear protests or objections in reference to the annual levy of assessments and to any other matters contained in this resolution. Any persons who wish to object to the proceedings or the annual levy should file a written protest with the City Clerk prior to the time set for the public hearing. If there is a majority protest against the levy of an annual assessment that is increased from the previous year, the proposed increase in the assessments shall be abandoned. A majority protest exists if, upon the conclusion of the hearing, written protests filed and not withdrawn represent property owners owning more than 50 percent of the assessable area of land within the District.
SECTION 4: The City Clerk is hereby authorized and directed to give notice as required by law by causing a copy of this Resolution to be published in the Poway News Chieftain, a newspaper of general circulation in the City of Poway, not less than ten (10) days prior to the date set for the public hearing.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Poway, California on the 16th day of June, 2026 by the following vote, to wit:
AYES:
NOES:
ABSTAINED:
ABSENT:
DI SQUALi Fl ED:
Steve Vaus, Mayor
ATTEST:
Carrie Gallagher, CMC, City Clerk
5 of39
June 16, 2026, Item #6
,._ -.. -
;: ~ ~
'! .
6 of39
CITY OF POWAY
2026/27 Engineer's Report For:
Landscape Maintenance District 19-1
May 2026
Prepared by:
helping communities
fund tomorrow
nbsgov.com ATTACHMENT B
June 16, 2026, Item #6
7 of39
CITY OF POWAY
LANDSCAPE MAINTENANCE DISTRICT 19-1
14467 Lake Poway Road
Poway, CA 92064
Phone{858)668-4700
CITY COUNCIL
Steve Vaus, Mayor
Jenny Maeda, Deputy Mayor
Christopher Pikus, Council member
Peter De Hoff, Councilmember
CITY STAFF
Chris Hazeltine, City Manager
Tracy Stevens, Assistant City Manager
Alan Fenstermacher, City Attorney
Eric Heidemann, Director of Public Works
Danielle McIntosh, Public Works Operations Manager
NBS
Stephanie Parson, Client Success Ambassador
Tiffany Ellis, Project Manager
Christine Drazil, Analyst
June 16, 2026, Item #6
TABLE OF CONTENTS
1. Engineer's Letter ............................................................................................................. 1
2. Introduction ................................................................................................................... 2
2.1 Background .............................................................................................................. 2
2.2 Process for Annual Assessment .............................................................................. 2
2.3 Legislative Context .................................................................................................. 3
2.4 Improvements Authorized by the 1972 Act ............................................................ 4
3. Plans and Specifications .................................................................................................. 6
3.1 Boundaries of the District ....................................................................................... 6
3.2 Description of District Improvements ..................................................................... 6
4. Estimate of Costs .......................................................................................................... 11
5. Method of Apportionment ............................................................................................ 12
5.1 Properties Benefiting from Improvements ........................................................... 12
5.2 General .................................................................................................................. 12
5.3 Benefit Analysis ..................................................................................................... 13
5.4 Assessment Methodology ..................................................................................... 16
5.5 Calculation of Assessments ................................................................................... 18
5.6 Assessment Range Formula .................................................................................. 19 APPENDIX A: District Assessment Diagram ............................................................................. A APPENDIX B: 2026/27 Assessment Roll .................................................................................. B 8 of 39
June 16, 2026, Item #6
1. ENGINEER'S LETTER
WHEREAS, the City Council of the City of Poway (the "City"}, State of California, under the Landscaping and Lighting Act of 1972 (the "1972 Act"}, directed NBS to prepare and file the annual Engineer's Report for the Landscape Maintenance District 19-1 (the "District") for Fiscal Year 2026/27, in accordance with Article 4 of Chapter 1 of the 1972 Act and Article XIII D of the California Constitution. The report presents the plans and specifications describing the general nature, location and extent of the improvements to be maintained, an estimate of the costs of the administration, maintenance, operations and servicing of the improvements for Fiscal Year 2026/27, the diagram for the District, showing the area and properties to be assessed, and assessing the net amount upon the assessable lots and/or parcels within the District in proportion to the special benefit received.
NOW THEREFORE, the assessments as detailed in this Engineer's Report and as summarized in the table below are made to cover the portion of the estimated costs of maintenance, operation and servicing of said improvements to be paid by the assessable real property within the District in proportion to the special benefit received.
I, the undersigned, respectfully submit this Engineer's Report and, to the best of my knowledge, information and belief, the Engineer's Report, Assessments, and the Assessment Diagram herein have been prepared, computed and levied in accordance with the assessment methodology adopted, approved and ordered by the City Council of the City of Poway at the time of District formation.
ONBs·
9 of39
City of Poway
John G. Egan, P. E.
Assessment Engineer
2026/27 Engineer's Report-Landscape Maintenance District 19-1 1 June 16, 2026, Item #6
2. INTRODUCTION
2.1 Background
The City annually levies and collects special assessments in order to maintain the improvements within the District, pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code(the "1972 Act"), in compliance with the California State Constitution Article XIII D (the "Article XIII D"). The 1972 Act and Article XIII D are collectively referred to here as "Assessment Law".
In compliance with the substantive and procedural requirements of Article XIII D, Section 4 and the Proposition 218 Omnibus Implementation Act (the "Proposition 218"), being Government Code section 53750 et seq., the City, reorganized the City's previously established Landscape Maintenance District 87-1 ("LMD 87- 1") by detaching certain territory from LMD 87-1 and forming a new landscape maintenance district, LMD 19-
1. On May 21, 2019, the City Council of the City of Poway conducted a public hearing and ballot proceeding for the formation of District, that includes the detached territory and new parcels. These change proceedings were made to better address the estimated special benefit improvement costs and proportional special benefits received by each property associated with the various improvements being provided in the area.
2.2 Process for Annual Assessment
As required by the procedures specified in the 1972 Act, an Engineer's Report must be prepared on an annual basis which contains a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the assessment district.
The City Council must also annually adopt a resolution of intention which:
• Declares the intention of the City Council to levy and collect assessments within the assessment district for the fiscal year stated therein;
• Generally describes the existing and proposed improvements and any substantial changes proposed to be made in existing improvements;
• Refers to the assessment district by its distinctive designation and indicates the general location of the assessment district;
• Refers to the report of the engineer, on file with the City Clerk, for a full and detailed description of the improvements, the boundaries of the assessment district and any zones therein, and the proposed assessments upon assessable lots and parcels of land within the assessment district; • Gives notice of the time and place for public hearing by the City Council on the levy of the proposed assessment; and
• States whether the assessment is proposed to increase from the previous year.
If the assessments are to be levied in the same or lesser amounts than the maximum assessment allowed, the City Clerk shall give notice of the public hearing by causing the resolution of intention to be published. Any interested person may, prior to the conclusion of the public hearing, file a written protest which shall state all City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 2 June 16, 2026, Item #6
grounds of objection. The protest shall contain a description sufficient to identify the property owned by the property owner filing the protest. During the course or upon conclusion of the hearing, the City Council may order changes in any of the matters provided in the report, including changes in the improvements, any zones within the assessment district, and the proposed diagram or the proposed assessment. If the assessment to be levied exceeds the maximum assessment allowed, the City must comply with the procedures specified in Article XIII D and Proposition 218.
The City Council, upon conclusion of the public hearing must then adopt a resolution confirming the diagram and assessment, either as originally proposed or as changed by it. The adoption of the resolution shall constitute the levy of an assessment for the fiscal year referred to in the assessment. If confirmed, the assessments would be submitted to the County Auditor Controller for inclusion on the property tax roll.
2.3 Legislative Context
In 1996, California voters adopted Proposition 218, known as the "Right to Vote on Taxes Act," which added Articles XIII C and XIII D to the California Constitution. Article XIII D established new substantive and procedural requirements on agencies for levying assessments, being levies on real property by an agency for a special benefit conferred upon the real property. "Special benefit" is defined in Article XIII D as "a particular and distinct benefit over and above general benefits conferred on a real property located in the district or to the public at large."
Article XIII D imposes five basic substantive requirements on assessments:
• All parcels that will have a special benefit conferred upon them and upon which an assessment will be imposed must be identified;
• The general benefits must be distinguished from the special benefits conferred on the parcels; • The proportionate special benefit derived by each identified parcel must be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided;
• The amount assessed to a parcel must not exceed the reasonable cost of the proportional special benefit conferred on that parcel and must not include any costs attributable to the general benefit; and
• Parcels within a district that are owned or used by any agency, the State of California or the United States shall not be exempt from assessment unless the agency can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit.
Since the initial passage of Proposition 218, several court rulings have helped provide context and direction with respect to the procedures and requirements of Article XIII D for levying assessments.
The City has reviewed the provisions of Article XIII D and has made the following findings and determinations:
• Pursuant to Article XIII D, Section 5, certain existing assessments are exempt from the substantive and procedural requirements of Article XIII D, Section 4, and property owner balloting for the assessments is not required until such time that the assessments are increased. Since the District assessments were imposed pursuant to a petition signed by the persons owning all of the parcels subject to the City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 3 June 16, 2026, Item #6
assessments at the time the assessments were initially imposed, Article XIII D Section 5 (b) exempts the existing assessment amounts (approved original assessment rates including any applicable annual escalation factor) from the procedural requirements of Article XIII D, Section 4; and • The provisions of Article XIII D do not alter the non-conflicting provisions of the 1972 Act. As such, the method of apportionment described in this Report utilizes commonly accepted assessment engineering practices consistent with the 1972 Act and the provisions of Article XIII D. The proposed assessments for the current fiscal year are less than or equal to the adjusted maximum assessment rate previously approved and adopted for the District. The application of this adjusted maximum assessment rate for the various land uses within the District is described in more detail in Section 5.5 of this Report. Any proposed assessment that exceeds the adjusted maximum assessment rate is considered an increased assessment. Pursuant to the provisions of Article XIII D, all new or increased assessments (the incremental increase) are subject to both the substantive and procedural requirements of Article XIII D, Section 4.
2.4 Improvements Authorized by the 1972 Act
As applicable or may be applicable to this District, the 1972 Act defines improvements to mean one or any combination ofthe following:
• The installation or planting of landscaping;
• The installation or construction of statuary, fountains, and other ornamental structures and facilities;
• The installation or construction of public lighting facilities; • The installation or construction of any facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; • The maintenance or servicing, or both, of any of the foregoing; and • The acquisition of any existing improvement otherwise authorized pursuant to this section.
Incidental expenses associated with the improvements including, but not limited to:
• The cost of preparation of the Report, including plans, specifications, estimates, diagram, and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of notices; • Compensation payable to the County for collection of assessments; • Compensation of any engineer or attorney employed to render services; • Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5; and • Costs associated with any elections held for the approval of a new or increased assessment.
City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 4 June 16, 2026, Item #6
The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including:
• Repair, removal, or replacement of all or any part of any improvement; • Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury; • The removal of trimmings, rubbish, debris, and other solid waste; and • The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 5 June 16, 2026, Item #6
3. PLANS AND SPECIFICATIONS
3.1 Boundaries of the District
The District Assessment Diagram, which is incorporated herein by reference and made a part of this Engineer's Report, is on file with the Special Districts Office of the Public Works Department of the City of Poway and are available for public inspection during normal business hours.
The District is located within the southern region of the City generally located north of Beeler Canyon Road and the City limits, east of Old Pomerado Road and the City limits, west of Sycamore Canyon Road. The parcels within the District include all or a portion of the parcels identified on the following San Diego County Assessor's Parcel Maps:
• Book 317 Pages 22, 27, 28, and 81;
• Book 320 Pages 01, 03, 20, and 22; and
• Book 323 Pages 09, 48 and 50
No new improvements or assessed parcels were added to the District during Fiscal Year 2026/27.
The District is comprised of 320 non-residential parcels within the following developments:
Tract Project Name
TTM 85-04 Pomerado Business Park I and II
TTM 86-02R Tech Business Center
TTM 87-13 Parkway Business Centre I and II
TTM 88-04R Trident Center
TTM 98-05 Parkway Business Centre Ill
TTM 99-07 Legacy/Toppan
DR 95-13 Watkins Terminals
DR 97-47 Discovery Isle
TTM 00-01 Poway Views, LLC
DR 03-13 Costco/Home Depot
TTM 86-02R Poway Corporate Center
TPM 06-04 Slough Poway II, LLC
3.2 Description of District Improvements
The work and improvements proposed to be undertaken by the City and the cost thereof paid from the levy of the annual assessment provide special benefit to assessor parcels within the District defined in the Method of Apportionment herein. Consistent with the 1972 Act, the improvements are generally described below.
The various improvements to be maintained by the District have been installed in connection with the development of properties for the benefit of those properties, and/or proportionately shared with nearby adjacent developments, or were otherwise considered necessary or required for the development of properties within the District to theirfull and best use and/or the adjacent developments that proportionately benefit and share those improvements.
City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 6 June 16, 2026, Item #6
The work to be performed within the District may include, but is not limited to (as applicable), the personnel; materials; equipment; electricity; water; contract services; maintenance, repair and rehabilitation of the improvements; and incidental expenses required to operate the District and provide the improvements and services.
The landscape improvements to be funded by the District assessments may include, but are not limited to:
turf; ground cover; shrubs and plants; areas of natural vegetation; trees; irrigation systems; specific masonry walls, including sound walls and retaining walls; monuments; hardscapes; and other related appurtenant facilities within the District that have been dedicated to the City for maintenance, including, but are not limited to:
• Median island landscaping and hardscape improvements within the District; • Designated streetscape side-panel landscaping adjacent to the streets and properties within the District, including parkways, slopes and entryways; and • Designated non-street landscaping and/or vegetation management areas, including, but not limited to, open space areas, greenbelts, and landscaping located adjacent to the properties within the District.
The improvements within this District provide direct advantages to the parcels in the District (i.e., special benefits) that affect the assessed parcels in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share. The parcels are proportionately assessed, in whole or in part, for the special benefits they receive from the improvements. The improvement plans and specifications for the District are on file in the Office of Public Works of the City of Poway and by reference these improvement plans, and specifications are made part of this Report. The parcels within District are proportionately assessed, in whole or in part, for the special benefits they receive from the overall landscape improvements within the District, including, but not limited to, landscape areas on and around Pomerado Road, Community Road, Stowe Drive, Scripps Poway Parkway, Treadwell Drive, and Creek Road.
The landscape improvements are dispersed throughout the District in immediate proximity to each of the assessed parcels and are generally summarized by the following:
• 34,462 square feet of streetscape landscaping located on the east side of Pomerado Road from Stowe Drive to approximately 730 feet north of Stowe Drive;
• 7,024 square feet of landscaped median and 1,959 square feet of hardscaped median on Pomerado Road north of Stowe Drive. These improvements provide a shared benefit to properties on both sides of Pomerado Road and are therefore equally funded by the District and another revenue sources (General Fund and/or LMD 87-1);
• 120,224 square feet of streetscape landscaping located on the east side of Pomerado Road between Stowe Drive and Scripps Poway Parkway;
• 30,168 square feet of landscaped median and 2,853 square feet of hardscaped median located on Pomerado Road between Stowe Drive and Scripps Poway Parkway. These median improvements provide a shared benefit to properties on the west side of Pomerado Road and are therefore equally funded by the District and other revenue sources (General Fund and/or LMD 87-1); City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 7 June 16, 2026, Item #6
• 7,932 square feet of streetscape landscaping located on the south side of Scripps Poway Parkway between the western City limit and Pomerado Road {that portion adjacent to the District parcels). The remaining 199,333 square feet of landscaping on the south side of Scripps Poway Parkway between the western City limit and Pomerado Road is not part of LMD 19-1 and not assessed); • 11,362 square feet of landscaped median and 1,366 square feet of hardscaped median located on Scripps Poway Parkway between the western City limit and Pomerado Road. These median improvements provide a shared benefit to properties on both sides of Pomerado Road and are therefore equally funded by the District and other revenue sources {General Fund and/or LMD 87-1); • 39,687 square feet of streetscape landscaping located on the south side of Treadwell Drive between Pomerado Road and 828 feet west of Pomerado Road. These landscape improvements provide a shared benefit to properties in the District and the residential development south of Treadwell Drive (LMD 87-1) and are therefore equally funded by the District and LMD 87-1); • 5,704 square feet of landscaped median and 1,657 square feet of hardscaped median area located on Pomerado Road between Treadwell Drive and the southern City limits. These median improvements provide a shared benefit to properties on both sides of Pomerado Road and are therefore equally funded by the District and other revenue sources (General Fund and /or LMD 87-1); • 48,785 square feet of streetscape located on the west and east sides of Pomerado Road between Scripps Poway Parkway and Treadwell Drive;
• 3,675 square feet of landscaped median and 1,971 square feet of hardscaped median on Pomerado Road between Scripps Poway Parkway and Treadwell Drive; • 16,528 square feet of streetscape landscaping located on the north side of Creek Road between Pomerado Road and 345 feet east of Pomerado Road;
• 954,945 square feet of streetscape landscaping located on the north and south side of Scripps Poway Parkway between Pomerado Road and Kirkham Road;
• 52,151 square feet of landscaped median and 1,654 square feet of hardscaped median on Scripps Poway Parkway between Pomerado Road and Kirkham Road;
• 133,059 square feet of streetscape landscaping located on the north and south sides of Scripps Poway Parkway between Kirkham Road and Community Road;
• 11,630 square feet of landscaped median and 4,835 square feet of hardscaped median on Scripps Poway Parkway between Kirkham Road and Community Road;
• 24,247 square feet of streetscape landscaping located on the east and west sides of Community Road between Scripps Poway Parkway and Gregg Street;
• 288,761 streetscape landscaping located on the north and south sides of Scripps Poway Parkway between Community Road and Parkway Centre Drive;
• 31,701 square feet of landscaped median and 25,834 square feet of hardscaped median on Scripps Poway Parkway between Community Road and Parkway Centre Drive; City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 8 June 16, 2026, Item #6
• 159,212 square feet of streetscape located on the north and south sides of Scripps Poway Parkway between Parkway Centre Drive and Stowe Drive;
• 23,355 square feet of landscaped median and 19,951 square feet of hardscaped median on Scripps Poway Parkway between Parkway Centre Drive and Stowe Drive; • 18,394 square feet of streetscape landscaping located on the west side of Stowe Drive between Scripps Poway Parkway and Kirkham Road;
• 138,966 square feet of streetscape landscaping located on the north and south sides of Scripps Poway Parkway between Stowe Drive and Danielson Street;
• 31,146 square feet of landscaped median and 26,746 square feet of hardscaped median on Scripps Poway Parkway between Stowe Drive and Danielson Street; • 36,176 square feet of streetscape landscaping located on the north and south sides of Scripps Poway Parkway between Danielson Street and 2,000 feet east of Danielson Street; • 31,146 square feet of landscaped median and 26,746 square feet of hardscaped median on Scripps Poway Parkway between Danielson Street and 2,000 feet east of Danielson Street; • 8,248 square feet of streetscape landscaping located on the west side of Stowe Drive between Danielson Street and Scripps Poway Parkway;
• 29,242 square feet of streetscape landscaping located on the south side of Stowe Drive between Crosthwaite Circle East and Danielson Street;
• 15,662 square feet of streetscape landscaping located on the north and south sides of Stowe Drive between Parkway Centre Drive and Crosthwaite Circle East; • 87,089 square feet of streetscape located on the north and south sides of Stowe Drive between Crosthwaite Circle West and Parkway Centre Drive;
• 121,596 square feet of streetscape landscaping located on the south side of Stowe Drive between Mclvers Court and Crosthwaite Circle West;
• 77,176 square feet of streetscape landscaping located on the north and south sides of Stowe Drive between Community Road and Mclvers Court;
• 2,362 square feet of hardscaped median on Community Road between Danielson Street and Scripps Poway Parkway;
• 80,993 square feet of streetscape landscaping located on the east and west sides of Community Road between Stowe Drive and Danielson Street;
• 3,925 square feet of landscaped median and 2,270 square feet of hardscaped median on Community Road between Stowe Drive and Danielson Street;
• 78,347 square feet of streetscape landscaping located on the north and south sides of Stowe Drive between Brookprinter Place and Community Road;
• 6,518 square feet of streetscape landscaping located on the north side of Stowe Drive between Kirkham Road and Brookprinter Place;
City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 9 June 16, 2026, Item #6
• 588,134 square feet of streetscape landscaping located on the east and west sides of Community Road between Metate Lane and Stowe Drive;
• 25,082 square feet of landscaped median and 1,365 square feet of hardscaped median on Community Road between Metate Lane and Stowe Drive;
• 186,055 square feet of streetscape landscaping located on the east side of Community Road from 900 feet north of Metate Lane to Metate Lane;
• 29,161 square feet of streetscape landscaping located on the south side of Metate Lane from 670 feet west of Community Road to Community Road; and
• 648,074 square feet of streetscape landscaping located on the north and south sides of Stowe Drive between Pomerado Road and Lavelli Way.
Landscape maintenance performance standards and specifications have been developed by the City to assure quality maintenance of landscape assessment district properties. The City has defined the following service levels on the basis of how frequent landscaping maintenance is performed:
• Service Level A: Maintenance once a week;
• Service Level B: Maintenance once every other week; and • Service Level C: Maintenance once a month.
The District is within Service Level A for Fiscal Year 2026/27.
City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 10 June 16, 2026, Item #6
4. ESTIMATE
OF
COSTS
Fiscal
Year
2026/27
estimated
costs
of
maintenance
and
servicing
of
the
improvements
as
described
in
the
Plans
and
Specifications
of
this
Engineer's
Report
are
summarized
below
.
Description
of
Annual
Costs
EXPENDITURES:
Maintenance Water/Power Administration Total
Expenditures
REVENUES:
City
General
Benefit
Contribution
Additional
General
Fund
Contribution1
4l
Assessment
Revenue
Interest
Revenue
Miscellaneous Total
Revenues
DISTRICT
STATISTICS:
Total
Number
of
Parcels
Total
Parcels
Levied
Total
EBU
's
Rate
per
EBU
(Equivalent
Benefit
Units)
Maximum
Rate
per
EBU
OPERATING
RESERVE:
Beginning
Reserve
Balance
Transfers
In/Out
{CIP)
Reserve
Fund
Activity
Estimated
Ending
Reserve
Balance
CAPITAL
IMPROVEMENT
RESERVE:
CIP
Fund
Balance
CIP
Transfers
In/Out
{Operating
Reserve)
CIP
Set-Aside
Balancel
5l
(1)
Actual
budget.
(2)
Approved
budget.
(3)
Proposed
budget.
Fiscal
Year
2024/251
1)
$541,778 $289,770 $286,678
$1,118,226 $220,225 $42,192 $809,566 $25,857
$0
$1,097,840
356 322 874
$953.54 $953.54 $592,934
$0
($285,561) $307,373 $225,000
$0
$225,000 $225,000
Fiscal
Year
Fiscal
Year
2025/261
2)
2026/271
3)
$997
,995
$824,582
$405,555
$398,939
$243,998
$243,998
$1,647,548
$1,467,519
$220,225
$228,167
$23,773
$0
$833,763
$887,698
$7
,086
$16,472
$0
$0
$1,084,847
$1,132,337
356
356
322
320
874
877
$982.22
$1,011.68
$982.22
$1,011.68
$307,373
$756,089
$899,612
$312,853
{$450,897)
{$335,182)
$756,088
$733,760
$225,000
($674,612)
($899,612)
{$312,853)
($674,612)
($987,465)
$0
$225,000
(4)
An
additional
General
Fund
Contribution
has
been
added
to
the
budget
due
to
the
increased
cost
of
maintenance
since
the
formation
of
the
district
. The
sum
of
the
City
General
Benefit
Contribution
and
the
Additional
General
Fund
Contribution
is
proportional
to
the
amount
of
the
City
General
Benefit
Contribution
as
a percentage
of
the
ma
intenance
expenses
at
district
formation
. The
two
General
Fund
Contributions
have
been
split
as
shown
herein
for
tracking
purposes
.
(5)
CIP
Projects
: Replacement
of
4 irrigation
booster
pumps
and
median
rehabil
itation
(Scripps
Poway
3 each).
City
of
Poway
2026/27
Engineer's
Report-
Landscape
Maintenance
District
19-1
11 June 16, 2026, Item #6
5. METHOD OF APPORTIONMENT
The following section of the Engineer's Report includes an explanation of the benefits to be derived from the installation, maintenance and servicing of the improvements throughout the Districts, as well as a description of the assessment methodology used to apportion the total assessment to properties within each District.
Historical annual Engineer's Reports were prepared by a different engineer of record and specific language from those historical Engineer's Reports have been referenced to describe the Method of Apportionment within the following section of this report.
5.1 Properties Benefiting from Improvements
The properties determined to receive benefit are those lots or parcels that, as a result of development or redevelopment, finance, construct, install, and/or establish landscape improvements within public rights-of way or public easements (permanent public improvement) or adjoining lots or parcels that, as a result of development or redevelopment, receive access or are immediately adjacent to lots or parcels which contain landscape improvements maintained by a landscape maintenance district.
Special benefit, as defined in Assessment Law and in this Report, shall be assessed to those properties determined to receive benefit from the District's improvements.
5.2 General
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements that include the construction, maintenance and servicing of public lights, landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these improvements be levied according to benefit rather than assessed value:
The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.
The formulas used for calculating assessments in this District therefore reflects the composition of the parcels, and the improvements and activities provided, and have been designed to fairly apportion the costs of providing those improvements based on the determination of proportional special benefits to each parcels, consistent with the 1972 Act and the provision of Article XIII D.
The costs to operate and maintain the District improvements are identified and allocated to properties within the District based on the special benefits conferred. The improvements provided and for which properties are to be assessed are identified as local landscaping improvements and related amenities that were installed in connection with the development of the properties and/or would otherwise be required for the development of properties within the District. The District assessments and method of apportionment are based on the premise that these improvements would otherwise not have been installed and maintained by the City. The types of improvements and level of maintenance of the improvements are greater than what the City otherwise installs, maintains, and funds elsewhere in the City.
In addition, Article XIII D requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Article XIII D provides that only special benefits are City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 12 June 16, 2026, Item #6
assessable and the City must separate the general benefits from the special benefits. A special benefit is a particular and distinct benefit over and above general benefits conferred on the public at large, including real property within the district. The general enhancement of property value does not constitute a special benefit.
5.3 Benefit Analysis
The improvements provided by this District and for which properties will be assessed have been identified as necessary, desired, and/or required for the orderly development of the properties within the District to their full potential, consistent with the development plans and applicable portions of the City's General Plan.
5.3.1 SPECIAL BENEFIT
The ongoing maintenance of landscaped areas within the District provides aesthetic benefits to the properties within the District and is intended to provide a more pleasant environment to walk, drive, and work. The primary function of these improvements and related amenities is to serve as an aesthetically pleasing enhancement and green space for the benefit of the immediately surrounding commercial properties and developments for which the improvements were constructed and installed, and/or were facilitated by the development or potential development of properties within the District. These improvements are an integral part of the physical environment associated with the parcels in the District and while some of these improvements may in part be visible to properties outside the District, collectively, if these improvements are not properly maintained, it is the parcels within the District that would be aesthetically burdened.
Additionally, these landscape improvements provide visually pleasing open space areas and green spaces that serve as an extension of the physical attributes ofthe parcels assessed, such as privately maintained landscape areas, and to some extent may also provide a greater opportunity for recreation as well as serving as a physical buffer and/or sound reduction buffer between the roadways and the properties in the District. Thus, the maintenance of these landscaped improvements provides advantages and benefits to the assessed properties that affect the assessed parcels in a way that is particular and distinct from their effect on other parcels and that real property in general and the public at large do not share.
Collectively these landscaping improvements and related amenities enhance the overall use, presentation, enjoyment, recreational access, and marketability of the properties, and ensure the long-term cost-efficiency of services that are obtained through the City provided maintenance (economy of scale).
5.3.2 GENERAL BENEFIT
Calculated {Direct) General Benefit
In reviewing the location and extent of the specific landscaped areas and improvements to be funded by District assessments and the proximity and relationship to properties to be assessed, it is evident these improvements have been installed as part of the development of properties within the District or are improvements that would otherwise be shared by and/or required for development of those properties.
Although the District improvements are located on public streets or public areas that are typically visible and/or accessible to the general public, it is evident that the ongoing maintenance of these improvements are only necessary for the appearance and advantage of the properties within the District that are directly associated with these improvements (particularly the level of maintenance and servicing) and are not required nor associated with any properties outside the District. It is also evident that: (1) the maintenance of these improvements and the level of maintenance provided, has a direct and particular advantage (i.e., special City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 13 June 16, 2026, Item #6
benefit) only to those properties in close proximity to the improvements, including those developments and properties that are directly accessed from the streets where the improvements are located; and (2) such maintenance beyond that which is required to ensure the safety and protection of the general public and property in general, limits any indirect or incidental benefit that the public at large or properties outside the District receive from the improvements.
In the absence of a special funding district, these types of improvements would not have been installed by the City and the City's maintenance of these improvements would, for the most part, be limited to tree management services necessary to ensure public safety and protection of property, weed abatement, rodent control, and erosion control services for the various landscape areas that are provided elsewhere in the City.
This basic or baseline level of service would typically provide for periodic servicing of these areas on an as needed basis. This baseline level of service, which is provided elsewhere in the City, would provide for public safety and essential property protection to avoid negative impacts on adjacent roadways and vehicles traveling on those roadways and potential property damage. However, this baseline level of service results in a far less visually pleasing environment than is created with the enhanced levels of services associated with the regular landscape maintenance that can be provided through the District assessments.
On average, the cost to provide this baseline level of service for the District's streetscape landscape areas is estimated to be approximately $1,486 per acre (approximately $0.0333 per square foot) and approximately $890 per acre {approximately $0.0200 per square foot) for non-streetscape landscape areas, including a five percent {5%) cost factor for City overhead and administration.
Indirect {Incidental) General Benefit
In addition to the general benefit identified above, it is recognized that there are indirect or incidental general benefits to properties within the District as well as the general public that are associated with regular landscape maintenance services, including:
• Minimization of dust and debris; and
• Decreased potential water runoff from both properties and the landscaped areas.
Although these types of benefits might best be characterized as indirect consequences of the special benefits of the landscape maintenance provided to assessed parcels, for the purposes of calculating proportional benefits, we assume these types of benefits to be general benefits. It is apparent that trees, shrubs, plants, and other vegetation and groundcover reduce dust, debris, and potential water runoff that might otherwise occur if such landscape improvements did not exist. However, it is also recognized that with the regular maintenance of the landscape improvements, and the effort and cost to monitor and address these issues, are reduced to isolated areas and/or less frequent servicing, and these activities, generally represent less than two percent {2%) of the overall landscape maintenance costs. While conservatively we estimate that the costs associated with these indirect and incidental benefits typically are less than two percent {2%) of the annual maintenance expenditures for the landscaping improvements, for budgeting purposes and establishment of the annual assessments, four percent {4%) the budgeted maintenance expenditures for the landscaping will be deducted from the annual expenses as a general benefit expense.
Likewise, it is recognized that the arterial streets within the District are routinely traveled by the general public and other property owners within the City. While the landscape improvements along these arterial streets do not provide a special benefit to properties outside the District, these particular improvements inherently City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 14 June 16, 2026, Item #6
reflect
the
overall
aesthetic
appearance
of
that
region
of
the
City
and
the
City
as
a whole
and
therefore,
to
some
extent
provide
some
measure
of
indirect
general
benefit
to
other
properties
in
the
City
and
the
public
at
large.
It
is
estimated
that
the
overall
arterial
landscape
improvements
in
this
District
(located
on
Scripps
Poway
Parkway,
Community
Road,
and
Pomerado
Road)
represent
approximately
twenty
percent
(20%)
of
the
overall
landscaping
maintained
by
the
City
on
its
arterial
streets
and
main
thoroughfares.
While
much
of
the
traffic
on
these
arterials
and
main
thoroughfares
within
the
District,
including
Stowe
Drive,
tend
to
be
regional
in
nature,
largely
serving
the
properties
in
the
immediate
area
that
are
directly
accessed
by
those
streets,
it
is
also
recognized
that
Scripps
Poway
Parkway,
Community
Road,
and
Pomerado
Road
each
extend
beyond
the
District
boundaries
to
areas
outside
the
City
as
well
as
other
regions
of
the
City.
Travelers
to
these
other
areas
and
properties
will
typically
utilize
multiple
segments
of
the
City's
arterial
streets
with
landscaping
improvements
which
may
be
funded
by
various
revenue
sources
including
other
districts.
Likewise,
the
owners,
business,
and
customers
associated
with
the
parcels
within
this
District
also
travel
those
arterial
streets
outside
the
District
which
have
landscaping funded
by
other
sources.
In
reviewing
available
traffic
data
posted
by
the
San
Diego
Association
of
Governments
("SANDAG"),
it
is
estimated
that
Scripps
Poway
Parkway,
Community
Road,
Pomerado
Road
and
Stowe
Drive
within
the
District
boundaries
account
for
approximately
thirty-eight
percent
(38%)
of
the
total
Average
Daily
Vehicular
Trips
("ADT")
associated
with
the
City's
arterial
street
segments,
including,
Espola
Road,
Camino
Del
Norte/Twin
Peaks,
Community
Road,
Ted
Williams
Parkway,
Pomerado
Road,
Scripps
Poway
Parkway,
and
Stowe
Drive,
and
also
account
for
only
about
23%
of
the
total
ADT
when
the
street
segments
between
the
City
and
Interstate
15 (San
Diego
Streets)
are
included
in
the
counts.
Further
evaluation
of
the
SAN
DAG
traffic
data
indicates
that
Scripps
Poway
Parkway
and
Pomerado
Road
are
two
of
the
highest
traveled
arterial
streets
in
the
City,
and
together
within
the
boundaries
of
the
District
these
two
streets,
represent
approximately
twenty-seven
percent
(27%)
of
the
total
City
arterial
ADT
count
(Scripps
Poway
Parkway
-21%
and
Pomerado
Road
-
6%).
However,
the
data
also
indicates
that
only
25%
of
the
total
ADT
on
Pomerado
Road
is
within
the
District
and
the
ADT
counts
along
the
various
segments
are
fairly
consistent
with
the
full
length
of
Pomerado
Road
. This
consistency
in
the
ADT
counts
suggests
that
much
of
the
vehicular
traffic
on
Pomerado
Road
is
local
property
generated
rather
than
pass-through
traffic.
Similarly,
on
Scripps
Poway
Parkway,
the
ADT
count
east
of
Community
Road
to
the
City
limits
diminishes
dramatically
from
the
ADT
count
west
of
Community
Road
to
Pomerado
Road
(a
42%
reduction),
and
the
ADT
count
east
of
Community
Road
represents
approximately
twenty-three
percent
(23%)
of
the
ADT
on
Scripps
Poway
Parkway
and
thirteen
percent
(13%)
of
the
total
ADT
within
the
District.
Based
on
the
preceding
facts
and
observations,
we
have
determined
that
approximately
thirteen
percent
(13%)
of
the
cost
to
maintain
the
arterial
landscape
improvements
within
the
District
would
be
considered
indirect
and
incidental
benefit
(i.e.,
general
benefit)
costs
and
not
assessed
to
properties
in
the
District.
This
percentage
is
based
on
the
combined
consideration
of
the
area
being
maintained
and
the
overall
traffic
volume,
plus
pass-through
traffic:
•
Approximately
twenty
percent
(20%)
of
the
overall
landscaping
maintained
by
the
City
on
its
arterial
streets
and
main
thoroughfares
is
within
the
District
and
the
arterial
streets
in
the
District
represent
approximately
thirty-eight
percent
(38%)
of
the
City's
total
ADT
on
its
arterial
street
segments.
(20%
x 38%
=
7.6%
ofthe
proportional
landscape
area
and
traffic
volume);
and
•
Approximately
twenty-one
percent
(21%)
of
the
overall
ADT
identified
for
the
City's
arterial
street
segments
are
associated
with
Scripps
Poway
Parkway
which
passes
through
the
City
limits
on
both
City
of
Poway
2026/27
Engineer's
Report-
Landscape
Maintenance
District
19-1
15 June 16, 2026, Item #6
the east and west sides of the City and it is estimated that twenty-three percent (23%) of those trips are attributable to pass-through traffic. (21% x 23 % = 4.83% through traffic).
The combination of the ratio of maintained area to traffic volume and the ratio of through-traffic to overall traffic volume, (7.60% + 4.83% = 12.43%) provides a reasonable estimate of the indirect and incidental benefit (i.e., general benefit) associated with the arterial landscape improvements within the District and are not assessed.
Therefore, in addition to the four percent indirect or incidental general benefit costs identified previously, the City will contribute an additional thirteen percent (13%) of the annual maintenance expenditures associated with the arterial landscape improvements.
The quantified baseline general benefit costs and the indirect/incidental general benefit costs identified above shall be excluded (i.e., separated) from the special benefit assessment funding and not assessed to the parcels within the District. The total calculated general benefit cost for the landscaping improvements is approximately $228,167 based on the current District improvements. As with many maintenance costs, General Benefit Costs may be impacted by inflation in subsequent fiscal years, and the General Benefit Costs contributions may be adjusted for inflation accordingly.
5.4 Assessment Methodology
The total cost of special benefit for maintenance of the public improvements funded by the District will be assessed to the various parcels in the District in proportion to the benefit units assigned to each parcel, in relationship to the total benefit units assigned to all parcels being assessed.
5.4.1 NON-RESIDENTIAL DEVELOPED
This land use is defined as a parcel that has been developed with a non-residential use, including, but not limited to, both publicly-owned and privately-owned commercial retail or service, office or professional service, hotel or motel, manufacturing, warehousing, parking lot, and/or institutional facilities, including hospitals or other medical facilities, private schools or education centers, and churches or other non-profit organizations. As previously noted, one acre of a non-residential developed parcel has been selected as the basic value for calculation of assessments and is assigned 1.00 EBU per acre or portion thereof. Therefore, the EBU assigned to each non-residential developed property is established by multiplying the parcel's applied acreage by 1.0 EBU per acre (e.g., a non-residential developed parcel of 4.25-acres would be assigned 4.25 EBU, 4.25 acres x 1.0 EBU/acre = 4.25 EBU).
5.4.2 VACANT UNDEVELOPED PROPERTY
This land use classification includes undeveloped properties that are identified as parcels with no development but have the potential to be developed. Although it is recognized that most of the improvements within the District have been constructed and accepted for maintenance in large part as a direct result of the development of the properties within the District and these developments clearly receive particular and distinct benefits (direct special benefits) from those improvements, it is also recognized that the various improvements within the District are considered improvements shared by multiple developments or parcels within a specific area of the City rather than being specifically associated with an individual parcel. Collectively, the various improvements were installed and constructed as part of the overall development of properties within the District to their full and best use, including vacant undeveloped properties in the vicinity of those City of Poway
2026/27 Engineer's Report -Landscape Maintenance District 19-1 16 June 16, 2026, Item #6
improvements. However, it is also recognized that in part the aesthetic benefits of the District improvements to properties in the District are related to the use of those properties (people related) and undeveloped properties have less immediate utilization of those improvements. Therefore, parcels identified as Vacant Undeveloped Property, up to 20 acres shall be assigned a proportional EBU that is 50% of that assigned to developed properties, which is 0.50 EBU per acre (50% of the 1.0 EBU per acre assigned to non-residential developed properties) up to a maximum of 10.00 EBU. Once a vacant undeveloped property is developed it will be classified as non-residential development.
5.4.3 EXEMPT PROPERTY
Within most districts, there are lots or parcels of land that because of their size, the nature of their use, and/or the types of improvements being maintained by a district, do not receive a special benefit from the improvements (i.e., are exempt from assessment). These parcels may include, but are not limited to, public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, public rights-of-way, or utility rights-of-way; common areas, bifurcated lots; sliver parcels or any other parcel that has little or no assessed value and cannot be developed independently; parcels that are part of the improvements being maintained by the District and/or public property that provides substantially similar landscape improvements for the benefit of parcels in the District or the public at large, such as parks and dedicated open space areas. These types of parcels are considered to receive no special benefit from the improvements and are therefore exempted from assessment and are assigned
0.00 EBU.
5.4.4 SPECIAL CASE PARCELS
In many landscaping and lighting districts (particularly districts that have a wide range of land uses, multiple developments, and/or diversity in the location and type of improvements), there may be one or more parcels to be assessed that the standard land use classifications and proportionality identified above do not accurately identify the use and special benefits received from the improvements. Properties that are typically classified as Special Case Parcels usually involve partial or mixed use development of the property or development restrictions whether those restrictions are temporary or permanent and affect the properties proportional special benefits. Examples of such restrictions may include situations where only a portion of the parcel's total acreage is or can be developed. In such a case, the net acreage of the parcel that is utilized, rather than the gross acreage of the parcel, may be applied to calculate the parcel's proportional special benefit. Each such parcel shall be addressed on a case-by-case basis by the Assessment Engineer. The EBU assigned to such parcels shall be based on the specific issues related to that parcel and its proportional special benefit compared to other properties that receive special benefits from the improvements.
Two parcels within the District are designated as Special Case Parcels.
City of Poway
2026/27 Engineer's Report -Landscape Maintenance District 19-1 17 June 16, 2026, Item #6
5.4.S EQUIVALENT BENEFITS UNIT SUMMARY
A summary of the applied EBU described above for the various land use classifications within the District is shown in the following table:
Non-Residential Developed Units X 1.00 = EBU per Acre
Vacant Undeveloped Units X 0.50 = EBU per Acre (Maximum 20 Acres and 10.0 EBU) Exempt Acreage X 0.00 = EBU per Acre
Special Case Parcel X Varied = EBU per Parcel
5.5 Calculation of Assessments
An assessment amount per Equivalent Benefit Unit ("Assessment per EBU") is calculated by:
Taking the "Total Annual Expenses" (Total budgeted costs) and subtracting the "Total General Benefit Expenses" (Landscaping General Benefit Expenses), to establish the "Total Special Benefit Expenses".
Total Annual Expenses -Total General Benefit Expenses = Total Special Benefit Expenses To the resulting "Special Benefit Expenses", various "Funding Adjustments" may be applied that may include, but are not limited to:
• "Reserve Fund Transfer/Deduction", represents an amount of available existing funds from the "Operational Reserve Fund Balances" being applied to pay a portion of the Special Benefit Expenses for the fiscal year; and
• "Additional City Funding", represents an adjustment that is typically used to address any funding gap between the amount budgeted to provide the improvements and services ("Special Benefit Expenses"); and the amount that will be collected through the assessments. This funding may be addressed by an additional City contribution or loan from the City which is intended to be recovered in future fiscal years.
These adjustments to the Special Benefit Expenses result in the net special benefit amount to be assessed "Balance to Levy".
Special Benefit Expenses -Funding Adjustments= Balance to Levy The amount identified as the "Balance to Levy" is divided by the total number of EBUs of parcels that receive special benefits to establish the Assessment Rate ("Assessment Per EBU"). This Assessment Rate is then applied back to each parcel's individual EBU to calculate the parcel's proportionate special benefits and assessment amount for the improvements.
Balance to Levy/ Total EBU = Assessment Per EBU (Assessment Rate) Assessment Per EBU x Parcel EBU = Parcel Assessment Amount
Note: The maximum assessments outlined in this Report are intended to fully support the expenses identified as "Special Benefit Expenses". Consequently, there are no "Funding Adjustments" reflected in the budgets establishing the maximum assessment rates, and therefore, the "Balance to Levy" is equal to the total "Special Benefit Expenses".
City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 18 June 16, 2026, Item #6
5.6 Assessment Range Formula
Any new or increased assessment requires certain noticing, meeting, and hearing requirements by law. The Proposition 218 defines the terms "new or increased assessment" to exclude certain conditions. These certain conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed." Under the Proposition 218, an assessment is also not deemed to be increased "in the case in which the actual payments from a person or property are higher than would have resulted when the agency approved the assessment, if those higher payments are attributable to events other than an increased rate or revised methodology, such as a change in the density, intensity, or nature of the use of land.
The maximum assessments include an annual inflationary adjustment ("Assessment Range Formula").
The Assessment Range Formula for this District is defined by the following:
Commencing in fiscal year 2020/21 and each fiscal year thereafter, the maximum assessment rate established for the improvements in the previous fiscal year.may be adjusted by the lesser of three percent (3%) or the percentage increase in the Consumer Price Index ("CPI"). The Consumer Price Index used for the inflationary adjustment shall be for the San Diego Area for All Items for All Urban Consumers ("CPI-U"), as developed by U.S. Bureau of Labor Statistics. The CPI used shall be as determined by the Bureau of Labor Statistics for a similar period of time.
Each fiscal year the City shall identify the percentage change in the CPI, using the difference over a 12-month period between the current year and the previous year (Annual Average). This annual percentage change is generally established based on the average percentage change from the prior year, but a similar 12-month time period may be used if the data for the annual average is not available. This percentage difference shall then establish the range of increase to the maximum assessment rate allowed, but the adjustment applied to the maximum assessment rate shall not exceed 3%. If the percentage change in the CPI-U is negative, the maximum assessment rate may not be adjusted from the previous fiscal year (unchanged). If the percentage change in the CPI-U is greater than 3% then the maximum assessment rate may be adjusted by 3%. Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City may use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living. The approved maximum assessment rate for the District is $1,011.68 per EBU, which includes an increase of 3% from Fiscal Year 2025/26 based on the lesser of 3% or percentage increase in the CPI (3.79%).
The initial rate was established for fiscal year 2019/20 at $840.00 per EBU. In subsequent fiscal years, any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted) Maximum Assessment Rate for that fiscal year is not considered an increased assessment, even if the proposed assessment is significantly greater than the assessment applied in the prior fiscal year. Changes in land use or size of an individual property resulting in an assessment increase, is not considered an increased assessment.
To impose a new or increased assessment other than the annual inflationary adjustment provided by the preceding Assessment Range Formula or as a result in change in land use or size of an individual property, the City must comply with the provisions of the California Constitution Article XIII D Section 4, that require the preparation of an assessment engineer's report, a public hearing and certain protest procedures, including mailed notice of the public hearing and property owner protest balloting. Property owners, through the City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 19 June 16, 2026, Item #6
balloting process, must approve a proposed new or increased assessment before such an assessment may be imposed.
City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 20 June 16, 2026, Item #6
APPENDIX A: DISTRICT ASSESSMENT DIAGRAM
The boundaries of the District have been prepared in the format required by the 1972 Act and is on file with the Special Districts Office ofthe Public Works Department, and by reference is made part of this Engineer's Report. The Assessment Diagram is available for inspection at the Special Districts Office of the Public Works Department, during normal business hours.
PtM'Jyfl<.\
Co H~,)' $"•
i,5
03,:,.;) V1~:l'l~lVi!l
C,-:,.'CM ~'lay 5
0 o
\ i "~· ~·!~"' l i ~·"~' t. l
Ouc:ksl..'n T1l ~ ,r
r
l
'-l
City Of Poway: LMD No. 19-1 District Diagram
0 City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 l,toado-H
C:1:eol'.Ln
Legend
LMD No.19-l
lmprovtments
-G<eeabett
-Hardscepe Median
-M,d;a,
-P•rk
-Parkway
L~J City Boundary
Parctls
A
June 16, 2026, Item #6
APPENDIX B: 2026/27 ASSESSMENT ROLL
Assessor's parcel identification, for each lot or parcel subject to the assessment, shall be based on the County Assessor's secured roll data for the applicable year in which this report is prepared and is incorporated herein by reference.
Based on County Assessor's secured roll data, current assessor's parcels, including corrected and/or new assessor's parcels, will be submitted and/or resubmitted to the County Auditor/Controller. The annual assessment amount to be levied and collected for the resubmitted parcel(s) shall be determined in accordance with the method of apportionment and assessment rate approved in this Engineer's Report. Therefore, if a single assessor's parcel has a status change in development, other land use change, or subdivides into multiple assessor's parcels, the assessment amounts applied to each of the new assessor's parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment amount.
City of Poway
2026/27 Engineer's Report-Landscape Maintenance District 19-1 B June 16, 2026, Item #6
APN
317-222-12-00
317-222-23-00
317-222-24-00
317-222-25-00
317-222-26-00
317-222-27-00
317-223-01-00
317-223-02-00
317-223-03-00
317-223-04-00
317-223-05-00
317-223-07-00
317-223-11-00
317-223-12-00
317-223-13-00
317-223-14-00
317-223-15-00
317-223-18-00
317-223-19-00
317-223-20-00
317-223-21-00
317-223-27-01
317-223-27-02
317-223-28-00
317-223-31-00
317-223-32-00
317-223-33-00
317-223-37-00
317-223-38-00
317-223-39-00
317-224-01-00
317-224-06-00
317-224-07-00
317-224-15-00
317-224-16-00
317-224-18-00
317-224-19-00
317-224-20-00
317-224-21-00
317-224-22-00
317-224-23-00
317-224-24-00
Slight variances may occur due to rounding
Copyright© 2013 by NBS
31 of 39
City of Poway
Landscape Maintenance District 19-1
2026/27 Assessment Roll
EBU Land Use Class
4.76 Non-Residential Developed
0.91 Non-Residential Developed
0.94 Non-Residential Developed
0.97 Non-Residential Developed
0.95 Non-Residential Developed
0.91 Non-Residential Developed
3.30 Non-Residential Developed
3.48 Non-Residential Developed
4.05 Non-Residential Developed
6.39 Non-Residential Developed
5.82 Specia I Case
6.20 Non-Residential Developed
3.68 Non-Residential Developed
3.34 Non-Residential Developed
1.93 Non-Residential Developed
1.62 Non-Residential Developed
1.19 Non-Residential Developed
1.60 Non-Residential Developed
9.23 Non-Residential Developed
2.79 Non-Residential Developed
4.56 Non-Residential Developed
0.50 Non-Residential Developed
0.50 Non-Residential Developed
1.34 Non-Residential Developed
6.69 Non-Residential Developed
6.31 Non-Residential Developed
5.34 Non-Residential Developed
1.44 Non-Residential Developed
1.44 Non-Residential Developed
6.87 Special Case
2.44 Non-Residential Developed
0.90 Non-Residential Developed
0.74 Non-Residential Developed
0.35 Non-Residential Developed
1.49 Non-Residential Developed
0.64 Non-Residential Developed
0.61 Non-Residential Developed
0.84 Non-Residential Developed
2.69 Non-Residential Developed
1.06 Non-Residential Developed
1.00 Non-Residential Developed
1.85 Non-Residential Developed
Grand Total
$4,815.60
920.62
950.96
981.32
961.08
920.62
3,338.56
3,520.64
4,097.30
6,464.66
5,888.00
6,272.44
3,723.00
3,379.02
1,952.54
1,638.90
1,203.88
1,618.68
9,337.84
2,822.58
4,613.28
505.82
505.82
1,355.64
6,768.18
6,383.72
5,402.40
1,456.80
1,456.80
6,950.26
2,468.48
910.50
748.62
354.06
1,507.38
647.46
617.10
849.80
2,721.42
1,072.36
1,011.68
1,871.60
05/13/2026 01:13:31PM
June 16, 2026, Item #6
APN
317-225-01-00
317-225-04-00
317-225-05-00
317-225-06-00
317-225-07-00
317-225-10-00
317-225-11-00
317-225-12-00
317-225-13-00
317-225-14-00
317-225-15-00
317-225-16-00
317-225-17-00
317-225-18-00
317-270-08-00
317-270-09-01
317-270-09-02
317-270-09-03
317-270-09-04
317-270-09-05
317-270-09-06
317-270-09-07
317-270-09-08
317-270-09-09
317-270-09-10
317-270-09-11
317-270-09-12
317-270-09-13
317-270-09°14
317-270-10-01
317-270-10-02
317-270-10-03
317-270-10-04
317-270-10-05
317-270-10-06
317-270-10-07
317-270-10-08
317-270-10-09
317-270-10-10
317-270-10-11
317-270-10-12
317-270-10-13
Slight variances may occur due to rounding
Copyright© 2013 by NBS
32 of 39
City of Poway
Landscape Maintenance District 19-1
2026/27 Assessment Roll
EBU Land Use Class
2.53 Non-Residential Developed
7.58 Non-Residential Developed
2.81 Non-Residential Developed
0.54 Non-Residential Developed
0.52 Non-Residential Developed
0.58 Non-Residential Developed
0.51 Non-Residential Developed
6.83 Non-Residential Developed
1.30 Vacant Undeveloped
0.75 Non-Residential Developed
0.72 Non-Residential Developed
5.30 Non-Residential Developed
0.89 Non-Residential Developed
0.76 Non-Residential Developed
2.19 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Non-Residential Developed
0.15 Nein-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
0.16 Non-Residential Developed
Grand Total
2,559.54
7,668.56
2,842.82
546.28
526.06
586.76
515.94
6,909.80
1,315.18
758.74
728.40
5,361.92
900.38
768.86
2,215.58
151.74
151.74
151.74
151.74
151.74
151.74
151.74
151.74
151.74
151.74
151.74
151.74
151.74
151.74
161.86
161.86
161.86
161.86
161.86
161.86
161.86
161.86
161.86
161.86
161.86
161.86
161.86
05/13/2026 01:13:31PM
June 16, 2026, Item #6
APN
317-270-10-14
317-270-11-00
317-270-12-00
317-270-13-00
317-270-14-00
317-270-15-00
317-270-16-00
317-270-18-00
317-270-19-00
317-270-20-00
317-270-21-00
317-270-22-00
317-270-23-00
317-270-24-00
317-270-25-00
317-270-31-00
317-270-32-00
317-270-40-00
317-270-41-00
317-270-42-00
317-270-43-00
317-270-44-00
317-270-45-00
317-270-46-00
317-270-49-00
317-270-50-00
317-270-51-00
317-270-54-00
317-270-55-00
317-270-56-00
317-270-59-00
317-270-60-00
317-270-61-00
317-270-62-00
317-270-63-00
317-271-02-00
317-271-03-00
317-271-04-00
317-271-09-00
317-271-10-00
317-271-12-00
317-271-13-00
Slight variances may occur due to rounding
Copyright© 2013 by NBS
33 of 39
City of Poway
Landscape Maintenance District 19-1
2026/27 Assessment Roll
EBU Land Use Class
0.16 Non-Residential Developed
2.62 Non-Residential Developed
4.59 Non-Residential Developed
2.98 Non-Residential Developed
2.32 Non-Residential Developed
1.62 Non-Residential Developed
1.16 Non-Residential Developed
2.66 Non-Residential Developed
2.36 Non-Residential Developed
1.95 Non-Residential Developed
1.17 Non-Residential Developed
2.25 Non-Residential Developed
1.60 Non-Residential Developed
1.49 Non-Residential Developed
1.49 Non-Residential Developed
1.35 Non-Residential Developed
1.30 Non-Residential Developed
3.76 Non-Residential Developed
3.48 Non-Residential Developed
3.24 Non-Residential Developed
2.98 Non-Residential Developed
4.46 Non-Residential Developed
0.60 Non-Residential Developed
1.34 Non-Residential Developed
1.60 Non-Residential Developed
1.97 Non-Residential Developed
4.62 Non-Residential Developed
1.39 Non-Residential Developed
1.40 Non-Residential Developed·
41.98 Non-Residential Developed
0.56 Non-Residential Developed
1.56 Non-Residential Developed
9.84 Non-Residential Developed
0.93 Non-Residential Developed
1.97 Non-Residential Developed
0.72 Non-Residential Developed
0.76 Non-Residential Developed
0.52 Non-Residential Developed
0.52 Non-Residential Developed
0.52 Non-Residential Developed
0.90 Non-Residential Developed
0.90 Non-Residential Developed
Grand Total
161.86
2,650.60
4,643.62
3,014.80
2,347.10
1,638.90
1,173.54
2,691.06
2,387.56
1,972.78
1,183.66
2,276.28
1,618.66
1,507.38
1,507.38
1,365.74
1,315.18
3,803.92
3,520.64
3,277.84
3,014.80
4,512.10
607.00
1,355.64
1,618.68
1,993.00
4,673.96
1,406.24
1,416.34
42,470.60
566.54
1,578.22
9,954.98
940.84
1,993.00
728.40
768.86
526.06
526.06
526.06
910.48
910.48
05/13/2026 0l:13:31PM
June 16, 2026, Item #6
APN
317-271-15-00
317-271-16-00
317-271-18-00
317-271-19-00
317-271-20-00
317-271-21-00
317-271-25-00
317-271-26-00
317-271-27-00
317-271-28-00
317-271-33-00
317-271-34-00
317-271-35-00
317-271-41-00
317-271-42-00
317-271-46-00
317-271-48-00
317-271-49-00
317-271-51-00
317-271-56-00
317-271-57-00
317-271-58-00
317-271-59-00
317-271-62-00
317-271-63-00
317-271-67-00
317-271-68-00
317-271-74-00
317-271-75-00
317-271-80-00
317-271-81-00
317-271-82-00
317-271-83-00
317-271-84-00
317-271-85-00
317-271-86-00
317-271-89-00
317-271-95-00
317-271-96-00
317-271-97-00
317-271-98-00
317-280-21-00
Slight variances may occur due to rounding
Copyright© 2013 by NBS
34 of 39
City of Poway
Landscape Maintenance District 19-1
2026/27 Assessment Roll
EBU Land Use Class
0.52 Non-Residential Developed
a.so Non-Residential Developed
0.90 Non-Residential Developed
0.72 Non-Residential Developed
0.54 Non-Residential Developed
0.60 Non-Residential Developed
0.52 Non-Residential Developed
0.27 Vacant Undeveloped
0.59 Non-Residential Developed
0.67 Non-Residential Developed
0.61 Non-Residential Developed
0.61 Non-Residential Developed
0.63 Non-Residential Developed
0.61 Non-Residential Developed
0.66 Non-Residential Developed
0.50 Non-Residential Developed
0.55 Non-Residential Developed
0.68 Non-Residential Developed
0.34 Non-Residential Developed
0.33 Non-Residential Developed
0.36 Non-Residential Developed
0.32 Non-Residential Developed
0.36 Non-Residential Developed
0.34 Non-Residential Developed
0.34 Non-Residential Developed
0.35 Non-Residential Developed
0.53 Non-Residential Developed
0.58 Non-Residential Developed
0.71 Non-Residential Developed
0.75 Non-Residential Developed
0.56 Non-Residential Developed
1.04 Non-Residential Developed
0.61 Non-Residential Developed
0.51 Non-Residential Developed
a.so Non-Residential Developed
1.23 Non-Residential Developed
1.46 Non-Residential Developed
1.30 Non-Residential Developed
2.00 Non-Residential Developed
0.68 Non-Residential Developed
0.68 Non-Residential Developed
4.15 Non-Residential Developed
Grand Total
526.06
505.82
910.48
728.40
546.28
607.00
526.06
273.12
596.88
677.80
617.10
617.10
637.34
617.10
667.68
505.82
556.42
687.92
343.96
333.84
364.18
323.72
364.18
343.96
343.96
354.06
536.16
586.76
718.28
758.74
566.54
1,052.14
617.10
515.94
505.82
1,244.34
1,477.04
1,315.18
2,023.36
687.92
687.92
4,198.48
05/13/2026 0l:13:31PM
June 16, 2026, Item #6
APN
317-280-35-00
317-280-36-00
317-280-37-00
317-280-47-00
317-280-48-00
317-280-50-00
317-280-56-00
317-280-57-00
317-280-58-00
317-280-63-00
317-280-65-00
317-280-66-00
317-280-68-00
317-280-70-00
317-280-71-00
317-280-72-00
317-280-73-00
317-280-74-00
317-280-75-00
317-280-76-00
317-280-77-00
317-280-78-00
317-280-79-00
317-280-80-00
317-280-82-00
317-280-83-00
317-280-85-00
317-280-86-00
317-280-87-00
317-281-08-00
317-281-09-00
317-281-10-00
317-281-11-00
317-281-14-00
317-281-15-00
317-281-16-00
317-281-22-00
317-281-23-00
317-281-24-00
317-281-25-00
317-281-26-00
317-281-27-00
Slight variances may occur due to rounding
Copyright© 2013 by NBS
35 of 39
City of Poway
Landscape Maintenance District 19-1
2026/27 Assessment Roll
EBU Land Use Class
4.22 Non-Residential Developed
3.21 Non-Residential Developed
3.29 Non-Residential Developed
4.30 Non-Residential Developed
8.33 Non-Residential Developed
7.69 Non-Residential Developed
20.87 Non-Residential Developed
7.30 Non-Residential Developed
3.08 Non-Residential Developed
6.00 Non-Residential Developed
2.13 Non-Residential Developed
4.46 Non-Residential Developed
4.68 Non-Residential Developed
1.88 Non-Residential Developed
0.75 Non-Residential Developed
0.73 Non-Residential Developed
6.42 Non-Residential Developed
2.68 Non-Residential Developed
1.40 Non-Residential Developed
1.50 Non-Residential Developed
2.26 Non-Residential Developed
4.25 Non-Residential Developed
1.45 Non-Residential Developed
0.62 Non-Residential Developed
12.32 Non-Residential Developed
1.05 Non-Residential Developed
16.49 Non-Residential Developed
1.48 Non-Residential Developed
3.99 Non-Residential Developed
4.04 Non-Residential Developed
3.69 Non-Residential Developed
4.02 Non-Residential Developed
5.95 Non-Residential Developed
3.91 Non-Residential Developed
6.99 Non-Residential Developed
8.75 Non-Residential Developed
0.62 Non-Residential Developed
0.56 Non-Residential Developed
0.78 Non-Residential Developed
0.83 Non-Residential Developed
1.01 Non-Residential Developed
4.19 Non-Residential Developed
Grand Total
4,269.28
3,247.50
3,328.44
4,350.24
8,427.34
7,779.86
21,113.88
7,385.30
3,115.98
6,070.12
2,154.88
4,512.10
4,734.68
1,901.94
758.74
738.52
6,495.02
2,711.30
1,416.34
1,517.50
2,286.40
4,299.66
1,466.92
627.22
12,463.96
1,062.24
16,682.70
1,497.26
4,036.62
4,087.20
3,733.12
4,066.96
6,019.52
3,955.68
7,071.68
8,852.24
627.22
566.54
789.10
839.68
1,021.78
4,238.94
05/13/2026 01:13:31PM
June 16, 2026, Item #6
APN 317-281-29-00 317-810-04-00 317-810-05-00 317-810-09-00 317-810-12-00 317-810 -13-00
317-810-14-00 317-810-15-00 317-810-16-00 317-810-17-00 317-810-18-00 317-810-19-00 317-810-23-00 317-810-24-00 317-810-28-00 317-810-29-00 317-810-30-00 317-810-31-00 317-810-32-00 317-810-36-00 317-810-37-00 317-810-38-00 320-011-27-00 320-031-03-00 320-031-04-00 320-200-46-00 320-200-47-00 320-200-48-00 320-200-49-00 320-200-50-00 320-220-02-00 320-220-03-00 320-220-04-00 320-220-05-00 320-220-12-00 320-220-15-00 320-220-16-00 320-220-18-00 320-220-21-00 320-220-22-00 320-220-24-00 320-220-25-00 Slight variances
may
occur
due
to
rounding
Copyright©
2013
by
NBS
36 of
39 City
of
Poway
Landscape
Maintenance
District
19-1
2026/27
Assessment
Roll
EBU
Land
Use
Class
7.22 Non-Residential
Developed
1.34 Non-Residential
Developed
0.95 Non-Residential
Developed
1.03 Non-Residential
Developed
0.92 Non-Residential
Developed
0.89 Non-Residential
Developed
0.84 Non-Residential
Developed
0.95 Non-Residential
Developed
0.89 Non-Residential
Developed
0.91 Non-Residential
Developed
0.86 Non-Residential
Developed
0.78 Non-Residential
Developed
1.21 Non-Residential
Developed
1.42 Non-Residential
Developed
1.11 Non-Residential
Developed
0.43 Vacant
Undeveloped
0.97 Non-Residential
Developed
1.22 Non-Residential
Developed
1.34 Non-Residential
Developed
1.71 Non-Residential
Developed
3.16 Non-Residential
Developed
2.14 Non-Residential
Developed
2.85 Non-Residential
Developed
20.00 Non-Residential
Developed
10.00 Vacant
Undeveloped
0.64 Non-Residential
Developed
2.70 Non-Residential
Developed
1.18 Non-Residential
Developed
0.72 Non-Residential
Developed
0.99 Non-Residential
Developed
3.91 Non-Residential
Developed
10.43 Non-Residential
Developed
2.52 Non-Residential
Developed
1.03 Non-Residential
Developed
2.70 Non-Residential
Developed
1.97 Non-Residential
Developed
2.86 Non-Residential
Developed
3.25 Non-Residential
Developed
3.54 Non-Residential
Developed
11.09 Non-Residential
Developed
1.78 Non-Residential
Developed
3.82 Non-Residential
Developed
Page
6 of
8 Grand
Total
7,304.36 1,355.64 961.08 1,042
.02
930
.72
900
.38
849
.80
961.08 900
.38
920.62 870.04 789
.10
1,224
.12
1,436
.58
1,122
.96
435
.02
981.32 1,234
. 22
1,355.64 1,729.96 3,196
.92
2,164
.98
2,883
.28
20,233
.74
10,116.86
647.46 2,731
.52
1,193
.76
728.40 1,001.56 3,955
.68
10,551.88 2,549.44 1,042.02 2,731.50 1,993.00 2,893.42 3,287 .96
3,581.34 11,219
.58
1,800
.80
3,864
.64
05/13/2026
0l
:13:31PM
June 16, 2026, Item #6
APN
320-220-26-00
323-091-09-00
323-091-10-00
323-092-17-00
323-092-18-00
323-092-20-00
323-092-21-00
323-092-22-00
323-092-23-00
323-092-24-00
323-092-25-00
323-092-26-00
323-092-27-00
323-092-28-00
323-092-29-00
323-092-32-00
323-092-33-00
323-092-34-00
323-092-35-00
323-092-36-00
323-092-37-00
323-092-38-00
323-092-39-00
323-092-40-00
323-480-03-00
323-480-04-00
323-480-10-00
3 23-480-11-00
323-480-12-00
323-480-13-00
3 23-480-14-00
323-480-16-00
323-480-18-00
323-480-19-00
323-480-20-00
323-480-21-00
323-480-22-00
323-480-23-00
323-481-02-00
323-481-03-00
323-481-10-00
323-481-11-00
Slight variances may occur due to rounding
Copyright© 2013 by NBS
37 of 39
City of Poway
Landscape Maintenance District 19-1
2026/27 Assessment Roll
EBU Land Use Class
6.30 Non-Residential Developed
10.00 Vacant Undeveloped
5.84 Non-Residential Developed
1.41 Non-Residential Developed
2.39 Non-Residential Developed
1.00 Non-Residential Developed
0.70 Non-Residential Developed
0.79 Non-Residential Developed
0.83 Non-Residential Developed
0.68 Non-Residential Developed
0.70 Non-Residential Developed
0.70 Non-Residential Developed
0.70 Non-Residential Developed
0.75 Non-Residential Developed
0.75 Non-Residential Developed
2.44 Non-Residential Developed
4.65 Non-Residential Developed
6.66 Non-Residential Developed
9.78 Non-Residential Developed
6.83 Non-Residential Developed
1.24 Non-Residential Developed
0.57 Non-Residential Developed
14.30 Non-Residential Developed
14.87 Non-Residential Developed
2.60 Non-Residential Developed
2.67 Non-Residential Developed
2.28 Vacant Undeveloped
5.88 Non-Residential Developed
7.50 Non'Residential Developed
2.26 Vacant Undeveloped
1.55 Vacant Undeveloped
7.83 Non-Residential Developed
0.60 Non-Residential Developed
0.56 Non-Residential Developed
0.57 Non-Residential Developed
0.55 Non-Residential Developed
0.53 Non-Residential Developed
0.53 Non-Residential Developed
3.26 Non-Residential Developed
4.79 Non-Residential Developed
5.72 Non-Residential Developed
22.37 Non-Residential Developed
Grand Total
6,373.62
10,116.86
5,908.20
1,426.46
2,417.92
1,011.68
708.16
799.20
839.68
687.92
708.16
708.16
708.16
758.74
758.74
2,468.48
4,704.34
6,737.80
9,894.28
6,909.80
1,254.48
576.64
14,467.12
15,043.76
2,630.38
2,701.18
2,306.62
5,948.70
7,587.64
2,286.40
1,568.10
7,921.48
607.00
566.54
576.64
556.42
536.16
536.16
3,298.08
4,845.96
5,786.84
22,631.42
05/13/2026 01:13:31PM
June 16, 2026, Item #6
APN
323-481-12-00
323-481-13-00
323-481-14-00
323-481-15-00
323-481-16-00
323-481-19-00
323-481-20-00
323-482-20-00
323-482-22-00
323-482-23-00
323-482-24-00
323-482-25-00
323-482-26-00
323-482-29-00
323-482-30-00
323-500-12-00
323-500-15-00
323-500-22-00
323-500-23-00
323-500-29-00
323-500-30-00
323-501-01-00
323-501-02-00
323-501-03-00
323-501-04-00
323-501-05-00
LMD Total: 320 Accounts
Slight variances may occur due to rounding
Copyright© 2013 by NBS
38 of 39
City of Poway
Landscape Maintenance District 19-1
2026/27 Assessment Roll
EBU Land Use Class Grand Total
1.77 Non-Residential Developed 1,790.66
1.35 Non-Residential Developed 1,365.74
1.40 Non-Residential Developed 1,416.34
1.42 Non-Residential Developed 1,436.58
8.44 Non-Residential Developed 8,538.60
1.23 Non-Residential Developed 1,244.34
2.96 Non-Residential Developed 2,994.56
7.21 Non-Residential Developed 7,294.24
0.61 Non-Residential Developed 617.10
0.56 Non-Residential Developed 566.54
0.56 Non-Residential Developed 566.54
0.58 Non-Residential Developed 586.76
0.57 Non-Residential Developed 576.64
0.58 Non-Residential Developed 586.76
0.63 Non-Residential Developed 637.34
10.60 Non-Residential Developed 10,723.86
9.89 Non-Residential Developed 10,005.56
10.70 Non-Residential Developed 10,825.02
6.74 Non-Residential Developed 6,818.74
4.28 Non-Residential Developed 4,329.98
4.82 Vacant Undeveloped 4,876.32
2.64 Non-Residential Developed 2,670.84
5.37 Non-Residential Developed 5,432.74
3.66 Non-Residential Developed 3,702.74
4.55 Non-Residential Developed 4,603.16
5.01 Non-Residential Developed 5,068.52
877.45 $887,698.26
June 16, 2026, Item #6
w
1.0 0 .... w
1.0 )>
-i
~
(')
:I:
:s: m z
-i
(')
DISTRICT DIAGRAM
g
i ,. ,,,1c::.~1
,.s/ Crc!lt Rd
,) .
C CO ,, m
D;:~:-?}~ ~q
in
" . n: ~ ..
;I: (,?
0 >-'"
-~
8 Sr.:-1ck ~;c
-~ ~0
~ t ~
n:
I '°
Pow:.:iy B.r~
Co l·k,y $A la Vis.ta Wzy
~ ~
5 u i 5 ~
Cl'. 0
-a.,:-.?- V,sta St
001<. Kr,o\l r.ct
0 oe' ~ou\! <:;:-
('.uc-,i-;s\..i1~ Tri •(to'-'''
<!'
%1.00d T"' -" ,,.
Po .\'.::I.
9u,10 r.-.r:-
-,.
-i-:~ t· . " (', ;;
~ ;
'!2
Tustin St
sou:e SI.
Orpha
Ct
0 0 w ;;;
Cl'. •
ct:
t-,\C\i=l\(ll0
corona Wa~• 5
0 E
g Bo111ta Vis/a St ~
5 - - - U.14-
·' .:t'
~
. .Ji "
olf'
<:,~ .St◊ '-f
J l s- K,r,"'~"'G\ B1o0''~g- ' .~
.... q,.o Fnijg;i to D,,.
G'·oo
yia•:•~\ VVoodgc>lo Pl
1 WiJ y
~ woooy Ln
o. 0
c,o 6,... sr,
o'
? ,;;O
,;_,o""·-:$
C
~
'" ' "'
Mead{w.1
Cre~~ Ln
~
%:,0-?
s
~
-~
~
C
'" u
0 "
c:i
;;::
u
\..0,11'\. ll
Enn Ln
i.01ic !~1ln
K 11tt'lry St
Q
j S,.....,11·bor o St J
ii5 Gie:wn~ 31 §
-~
Jelley
Q Ln ! y t \~ ~
u
s.~;,,
r1.o-Jr11a,,1 rr;
M1r,y;J Ln
9:.;y. (: u>,.. '°'c,,
:,,
(5
d gll Pine St
I
,,*-?,.,. ;} , , --=- __ ?i .- §_ ~ :( ':; Crosth·uaile_Ct; ·' ·-· ~~ o"""'D r • ', ·,. o,~r· - "' . ·, - -,- ' ' . I • . ",, ' I • , • S\0\1 1 -.:: -'1 I - - • S/ ~ I ; - . .-:; , ', f /4, :;?~ , ,, ! ,. , • , ,.,-1,,,, 7 i '. - ·~' - -t- ' - _ J ' t - - ~ L __ ,_ '- ~ ~ ' I i ~ ...,# • ::: Oa~!t.i/so,rc. - - - --'-; .;:":::::::.. -· r ·1 ---r--,-.- I t ~ f , ,1/ / , -a. . ,{ C ,, , 1 • • 1 I •
! i i• ~ ;?, _ f • __ ,~;;a,sd,,11,,1 '\, __ , -o -·a. f I ', • I , • • ~ q_ '( c11 ~ ---.:....... '\i}' ,_ I n,; ! 1 - • ..... <';:i'~ ' j ;> '") • •' • ! '< ",}, , -- -;..~ ----=:--- ~ ' t n, - --, - -, - u • i Dan1c·,sco • , l c~ a.. J-' 1/ 1/ I '' °c; • . - ~---=- •~ ,£ ' .. ' fu' ' ' ~ <)_ ._,_,. j O -;.1 : G< •/~ g L;:' - Ii j ,, h,J]' / i -&:.o o- r- ~ i r, .,_ ~ - - ;;. -- J L i I ·'""' ! c.,,. ,e11G-i, .!:);,c, , • · - · , . "- I -:: - '------- ,o.'Ston~ ,-?, ~Go q1-,~.... o/:i ·1 i Grur,9 s, ' _"\- o._ iL ~ ri 1, 0' .1 f"/' -?(V . ...-Q - l ~ _l ~ L ! ~ I· ~ II 0-0 } . ... . - - -· / ·01 , 0 .... 0,, ! u. j' u: ·, ~ ,(r, ~ l\-·"E I 1
1 ,., l _/
, \ \ f,, ,, ' • ~J ., j ,11 • /
.. . ! __ .-..,. ~WY_GMDz2 , _r 1__ -:,._0~'-:.• 1 r .§' u I j' , ,, ~ 8 , -';; 1 • 1 J , - _,,· I -==::- i\ c.., · _ c/':_ ~ --, - : ~ _1. iiI:_ ! ~ I · ' l ., .✓ 1 \ : I I t 1
1 tti ~ -- K,,xham W:;1y ,I_ _,,·
,,; 1100 · ,L - ~ - - :?' ~ r r I _, - f '\ ' -~ j , ., •' Legend lr,] t,e11· I-:;. \ QC, _ • .- •''
c, ";• aa \ . ~,.:. °"<>.,c I .. l \ .,.-----· LMD No.19-1 ~ •?rea Ct C"l ~-..... ~o- - - - ,,. ..... - lmprov•menls ii5" ,., \ r ..... , - - J _,.
$ "'onec,,11 0 ! \ ___ .,/ - Greenbelt
,1 ,~ j ' ,.. _0 ?-:o,., ·- ·- · - Hardscape Median
'-}-.o !;j. ;g ! '·•·-. , Co'.'~iS ' - Median
I r-~ 1.J . .' I ..... ,. , ..., ,<;; ~ i <Y n j ......... __ q,"f 1111 Park - - ... ~~> --- ------·-·-·-·-·-· -.... ""_ ..... ----.......... ~ .... ,-•-·-·-·-·-·-·-•-.l. _____ ____ , ,,· "' · - ·-·•- · - r -" . ~ Parkway i, _,_j City Boundary
City Of Poway: LMD No. 19-1 District Diagram
0 Da1e· 21HY2 019
Parcels
June 16, 2026, Item #7
DATE:
TO:
FROM:
CONTACT:
SUBJECT:
Summary:
AGENDA RE PQ RT City of Poway
June 16, 2026
Honorable Mayor and Members of the City C~cil
Eric Heidemann, Director of Public Works t;
Danielle McIntosh, Public Works Operations Manag~
(858) 668-4729 or [email protected]
CITY COUNCIL
Engineer's Report and Resolution Declaring the Intention to Levy and Collect Assessments within Poway Landscape Maintenance District 83-1 for Fiscal Year 2026-27 and Set Date for Public Hearing
The California Landscape and Lighting Act of 1972 (the "1972 Act''}, and its amendments (Proposition 218) allow for the collection of assessments from parcels annexed into Landscape Maintenance District 83-1 (LMD 83-1) for the purpose of maintaining LMD 83-1's landscape improvements. In order to collect assessments, Chapter 3 of the 1972 Act requires a resolution declaring the intention to levy and collect assessments, and an engineer's report which are included in this document as Attachment A and Attachment B, respectively. Fiscal Year (FY) 2026-27 assessment rates for LMD 83-1 Zone A, Zone B, and Zone C are proposed to remain unchanged at the FY 2025-26 rates of $118.48, $235.75, and $496.16 per benefit unit year, respectively.
The adoption of this resolution is the first step in a two-step process and serves to set the date for the required public hearing. The proposed assessments will not be considered for adoption until the public hearing scheduled for July 21, 2026.
Recommended Action:
It is recommended the City Council adopt the Resolution to initiate the process required to levy and collect assessments for the upcoming fiscal year within Landscape Maintenance District 83-1, in accordance with state law, and to set the date for the public hearing, giving property owners the opportunity to review and comment on the proposed assessments.
Discussion:
LMD 83-1 was formed on June 14, 1983, to maintain landscape improvements required as conditions of approval for the various subdivisions included within the boundaries of LMD 83-1. A map showing LMD 83-1 's boundaries is included as Attachment C. Each subdivision and/or development listed 1 of 63
June 16, 2026, Item #7
below was required to annex into the LM D 83-1 as a condition of property development either through the final map process or by Council Resolution.
LMD 83-1 Zone A includes the following residential developments:
TRACT PROJECT NAME
TTMs 3495, 4113, 4191, 89-15 and TPM 89-18 Rancho Arbolitos TTM 3503 Adobe Ridge I and II
TTM 3533 The Colonies
TTM 3461 Casa Real, Unit 7
TTM 84-04R Country Creek
TTM 84-07 Woodland Hills
TTM 85-01 Rancho Espola
TTM 86-04 Midland Estates
TTM 86-05 Community 16 Villas (Poway 16)
TTM 87-04 Park Village
TTM 87-06 Cicero-Pacific
TTM 88-05 Gateway/La Manda
TTM 88-09 Carmel Vista
TPM 89-09 Cusick
TTM 99-01 Diroma Estates
TPM 99-05 Spyglass
TTM 02-03 Lamagna
TPM 03-05 Lamagna
LMD 83-1 Zone B includes the following non-residential (commercial) developments:
TRACT PROJECT NAME
TPM
CUP
86-03
92-05
LMD 83-1 Zone C includes the following residential development:
Twin Peaks Plaza
Kindercare
TRACT PROJECT NAME
TTM 98-06 Kentfield Estates
Section 22624 of the Streets and Highways Code requires the City Council to approve an engineer's report and adopt a resolution of intention prior to establishing the annual budget. The engineer's report (Attachment B) is prepared each year by an outside engineering firm and provides a detailed, transparent analysis to support the proposed assessment. It also outlines the proposed FY 2026-27 budget and the resulting assessments.
FY 2026-27 assessments for Zone A are proposed to remain unchanged at the FY 2025-26 rate of $118.48 ($9.87 per month) per benefit unit per year; Zone B FY 2026-27 assessments are proposed to remain unchanged at the FY 2025-26 rate of $235.75 ($19.64 per month) per benefit unit per year; and Zone C FY 2026-27 assessments are proposed to remain unchanged at the FY 2025-26 rate of $496.16 ($41.34 per month) per benefit unit per year. There are currently 1,391 residential, 15 2 of63
June 16, 2026, Item #7
commercial and 26 residential parcels proposed to be assessed within LM D 83-1 Zone A, Zone B and Zone C, respectively.
No new parcels were added to LMD 83-1 during FY 2026-27. Only those properties receiving special benefit are included on LMD 83-1's assessment roll.
In 2018, the City initiated proceedings to form a proposed Landscape Maintenance District (referred to as LMD 18-1) within the boundaries of existing LMD 83-1. The proposed district, LMD 18-1, would have added properties that previously were not assessed and established different benefit zones, and increased the assessments currently imposed on properties in existing LMD 83-1. Property owners within the proposed district, LMD 18-1, received ballots for a proposed increase as specified under assessment law. The proposed district, LM D 18-1, was balloted for an increase in assessments with annual cost indexing based on the annual San Diego-Carlsbad Consumer Price Index (CPI) not to exceed 3.0 percent. The proposed district, LMD 18-1, had a majority protest for the increase, and consequently, failed to pass the ballot. Therefore, the assessment rates remain unchanged and are exempt from the procedures and approval process set forth in Section 4 of Article XIII D.
LMD 83-1 currently has no approved escalation factor for increasing the maximum assessment rates.
The failure of an assessment increase by ballot for LMD 83-1 in FY 2017-18 led to a reduction in maintenance services. Service levels for landscape maintenance are at service level C. Service level C consists of performing landscape maintenance (e.g., irrigation inspection, removal of trash and debris, trimming of shrubs, fertilizing, mowing, edging, pruning, sweeping) for respective areas within LMD 83-1 Zone A, B, and C on a monthly basis. Services may continue to be reduced to align with assessment revenue and to accommodate unexpected repair needs that arise. Compounding this challenge is the fact that LMD 83-1 is effectively operating with 1980s revenue levels while facing 2026 expenditure demands. Without an adjustment to the assessment structure, the gap between funding and actual maintenance costs will continue to grow, threatening the long-term sustainability of landscape maintenance services within the district.
Proposition 218, passed by the California voters on November 5, 1996, expands the requirements for public notification and imposes the requirement of special district balloting. Beginning July 1, 1997, all existing, new, or increased assessments shall comply with Article XIII D as added to the California Constitution. All parcels currently assessed were annexed into LMD 83-1 by owner consent at the time of development, making them exempt from the procedures and approval process set forth in Section 4 of this Article. However, this does not preclude any assessments that would be increased in future years. Subsequent increase in such assessments shall be subject to the procedures and approval process set forth in Section 4 of Article XIII D.
As required under assessment law (Landscape and Lighting Act of 1972 and its amendments), an engineer's report and assessment recommendations must be presented at a public hearing for Council consideration and public comment on an annual basis, which is scheduled for July 21, 2026.
The engineer's report (Attachment B) has been found technically correct as presented.
Environmental Review:
This action is not subject to review under the California Environmental Quality Act (CEQA). 3 of63
June 16, 2026, Item #7
Fiscal Impact:
LMD 83-1 does not include a voter-approved inflator which puts pressure on service levels as expenses increase over time due to inflation while revenues do not. The assessment rates shall remain unchanged at the FY 2025-26 rates. Revenues collected at $118.48 per benefit unit per year for Zone A, $235.75 per benefit unit per year for Zone Band $496.16 per benefit unit per year for Zone C, an estimated total of $200,932, will be used for LMD 83-1's maintenance costs during FY 2026-27. A General Fund contribution of $89,224 ($67,973 for Zone A, $17,591 for Zone Band $3,660 for Zone C) will be made based upon average square footage maintenance costs for the landscaped medians and rights-of-way that provide general benefit to the City. This amount will be included in the proposed FY 2026-27 budget being presented for consideration at this June 16, 2026, City Council meeting.
Public Notification:
None.
Attachments:
A. Resolution
B. Engineer's Report
C. LMD 83-1 Map
Revpd/ Approved By:
racy Stevens
Assistant City Manager
4 of63
Reviewed By:
Alan Fenstermacher
City Attorney
Chris Hazeltine
City Manager
June 16, 2026, Item #7
RESOLUTION NO. 26-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
POWAY, CALIFORNIA, DECLARING THE INTENTION TO LEVY
AND COLLECT ASSESSMENTS WITHIN POWAY LANDSCAPE
MAINTENANCE DISTRICT 83-1 FOR FISCAL YEAR 2026-27
AND APPROVING THE ENGINEER'S REPORT
WHEREAS, the City Council of the City of Poway desires to levy and collect assessments within Poway Landscape Maintenance District 83-1 for the purpose of maintaining, servicing, and operating public landscape facilities located within the territory comprised of said District as shown in the Engineer's Report, included in the staff report as Attachment 8, that is on file in the Office of the City Clerk, pursuant to the Landscape and Lighting Act of 1972; WHEREAS, assessments will not increase from the Fiscal Year 2025-26 assessment rate of $118.48 per benefit unit per year for Zone A, $235. 75 per benefit unit per year for Zone B and $496.16 per benefit unit per year for Zone C;
WHEREAS, under Article XIII D, Section 4 of the California Constitution, a City general benefit contribution has been calculated as the average General Fund expenditure on a per square foot basis for the maintenance of landscaped medians and rights-of-way. The total general benefit contribution for Zones A, 8 and C has been calculated to be $89,224; WHEREAS, under Article XIII D, Section 5(b) of Proposition 218 (adopted by general vote on November 5, 1996), the collection of Fiscal Year 2026-27 assessments is exempt from the procedures and approval process set forth in Section 4 of Article XIII D, in that the assessment was imposed pursuant to a petition signed by the persons owning all of the parcels subject to the assessment at the time the assessment was initially imposed; and WHEREAS, the public interest and convenience require the maintenance, service, and operation of public landscaping within said territory.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Poway as follows:
SECTION 1: The foregoing recitals are true and correct.
SECTION 2: Proposed assessments are as detailed in the Engineer's Report for Poway Landscape Maintenance District 83-1 for Fiscal Year 2026-27 included in the staff report as Attachment 8.
SECTION 3: Notice is hereby given that a public hearing is scheduled in the regular meeting place of the City Council, being the Council Chambers, City Hall, on the following date and time:
Tuesday, July 21, 2026, at 7:00 p.m.
At that time, this legislative body will hear protests or objections in reference to the annual levy of assessments and to any other matters contained in this resolution. Any persons who wish to object to the proceedings or the annual levy should file a written protest with the City Clerk prior to the time set for the public hearing. If there is a majority protest against the levy of an annual 5 of63 ATTACHMENT A
June 16, 2026, Item #7
Resolution No. 26-