Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B Attachment 3
AGREEMENT FOR CONSULTANT SERVICES
This AGREEMENT for consulting services dated August 4, 2025, which includes all exhibits and attachments hereto, "AGREEMENT" is made on the last day executed below by and between MUNICIPAL WATER DISTRICT OF ORANGE COUNTY, hereinafter referred to as "DISTRICT," and, CAROLLO ENGINEERS, INC. hereinafter referred to as "CONSULTANT" for Preparation of 2025 Urban Water Management Plans, hereinafter referred to as "SERVICES." DISTRICT and CONSULTANT are also referred to collectively herein as the "PARTIES" and individually as "PARTY". The PARTIES agree as follows:
PURPOSE AND SCOPE OF WORK
A. Consulting Work
DISTRICT hereby contracts with CONSULTANT to provide general or special SERVICES, as more specifically set forth in Exhibit "B" attached hereto and incorporated herein, and in coordination with "PARTICIPATING AGENCIES", as more specifically set forth in Exhibit "C"2. Tasks other than those specifically described therein shall not be performed without prior written approval of DISTRICT's General Manager.
Independent Contractor
CONSULTANT is retained as an independent contractor for the sole purpose of rendering professional and/or special SERVICES described herein and is not an agent or employee of DISTRICT. CONSULTANT shall be solely responsible for the payment of all federal, state and local income tax, social security tax, Workers' Compensation insurance, state disability insurance, and any other taxes or insurance CONSULTANT, as an independent contractor, is responsible for paying under federal, state or local law. CONSULTANT is thus not eligible to receive workers' compensation, medical, indemnity or retirement benefits, including but not limited to enrollment in CaPERS. Unless, expressly provided herein, CONSULTANT is not eligible to receive overtime, vacation or sick pay. CONSULTANT shall not represent or otherwise hold out itself or any of its directors, officers, partners, employees, or agents to be an agent or employee of DISTRICT. CONSULTANT shall have the sole and absolute discretion in determining the methods, details and means of performing the SERVICES required by DISTRICT. CONSULTANT shall furnish, at his/her own expense, all labor, materials, equipment and transportation necessary for the successful completion of the SERVICES to be performed under this AGREEMENT. DISTRICT shall not have any right to direct the methods, details and means of the SERVICES; however, CONSULTANT must receive prior written approval from DISTRICT before using any sub-consultants for SERVICES under this AGREEMENT.
CONSULTANT represents and warrants that in the process of hiring CONSULTANT's employees who participate in the performance of SERVICES, CONSULTANT conducts such lawful screening of those employees (including, but not limited to, background checks and Megan's Law reviews) as are appropriate and standard for employees who provide SERVICES of the type contemplated by this Agreement.
1 Pursuant to Section 8002 of the District's Administrative Code, the Distric's "Ethics Policy" set forth at sections 7100-7111 of the Administrative Code is attached hereto as Exhibit "A" and incorporated herein by this reference.
2 The PARTIES acknowledge that the list of PARTICIPATING AGENCIES as set forth in Exhibit "C" is subject to modification by addendum.
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DRAFT 06/06/25
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B C. Changes in Scope of Work
If DISTRICT requires changes in the tasks or scope of work shown in Exhibit "B" or additional work not specified therein, DISTRICT shall prepare a written change order. If CONSULTANT believes work or materials are required outside the tasks or scope of work described in Exhibit "B," it shall submit a written request for a change order to the DISTRICT.
A change order must be approved and signed by the PARTIES before CONSULTANT performs any work outside the scope of work shown in Exhibit "B." DISTRICT shall have no responsibility to compensate CONSULTANT for such work without an approved and signed change order. Change orders shall specify the change in the budgeted amount for SERVICES.
D. Standard of Care.
CONSULTANT shall perform the services required hereunder in accordance with the prevailing engineering standard of care by exercising the skill and ability ordinarily required of engineers performing the same or similar services, under the same or similar circumstances, in the State of California.
E. DISTRICT Provided Information and Services.
The DISTRICT shall furnish CONSULTANT available studies, reports and other data pertinent to CONSULTANT's services; obtain or authorize CONSULTANT to obtain or provide additional reports and data as required; furnish to CONSULTANT services of others required for the performance of CONSULTANT's services hereunder, and CONSULTANT shall be entitled to use and rely upon all such information and services provided by the DISTRICT or others in performing CONSULTANT's services under this AGREEMENT.
F. Estimates and Projections.
CONSULTANT has minimal control over the cost of labor, materials, equipment or services furnished by others, over the incoming water quality and/or quantity, or over the way the DISTRICT's plant and/ or associated processes are operated and/or maintained. Data projections and estimates are based on CONSULTANT's opinion based on experience and judgment. CONSULTANT cannot and does not guarantee that actual costs and/or quantities realized will not vary from the data projections and estimates prepared by CONSULTANT and CONSULTANT will not be liable to and/or indemnify the DISTRICT and/or any third party related to any inconsistencies between CONSULTANT's data projections and estimates and actual costs and/or quantities realized by the DISTRICT and/or any third party in the future.
TERM
This AGREEMENT shall commence upon the date of its execution and shall extend thereafter for the period specified in Exhibit "B" or, if no time is specified, until terminated on thirty (30) days notice as provided herein.
III BUDGET, FEES, COSTS, BILLING, PAYMENT AND RECORDS
A. Budgeted Amount for Services
CONSULTANT is expected to complete all SERVICES within the Budgeted Amount set forth on Exhibit "B." The total compensation for the SERVICES to be performed under this AGREEMENT shall not exceed the Budgeted Amount unless modified as provided herein.
Upon expending and invoicing the DISTRICT 80% of the Budgeted Amount, CONSULTANT shall prepare and provide to DISTRICT a "cost to complete" estimate for the remaining SERVICES. The PARTIES shall work together to complete the project within the agreed-upon 2 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B Budgeted Amount, but the obligation to complete the SERVICES within the Budgeted Amount lies with the CONSULTANT.
B. Fees
Fees shall be billed per the terms and conditions and at the rates set forth on Exhibit "B" for the term of the AGREEMENT. Should the term of the AGREEMENT extend beyond the period for which the rates are effective, the rates specified in Exhibit "B" shall continue to apply unless and until modified by consent of the PARTIES.
C. Notification Clause
Formal notices, demands and communications to be given hereunder by either PARTY shall be made in writing and may be effected by personal delivery or by registered or certified mail, postage prepaid, return receipt requested and shall be deemed communicated as of the date of mailing. If the name or address of the person to whom notices, demands or communication shall be given changes, written notice of such change shall be given, in accordance with this section, within five (5) working days.
Notices shall be made as follows:
Municipal Water District of Orange County Carollo Engineers, Inc.
Harvey De La Torre Inge Wiersema, PE, ENV SP
General Manager Water Resources Practice Director,
18700 Ward Street, P.O. Box 20895 Senior Vice President Fountain Valley, CA 92708 707 Wilshire Boulevard, Suite 3920 Los Angeles, CA 90017
D. Billing and Payment
CONSULTANT's fees shall be billed by the 25th day of the month for the previous month's activities. Invoices received by the 25'h day of the month will be paid by DISTRICT by the end of the following month. Invoices shall reference the Purchase Order number from DISTRICT.
DISTRICT shall review and approve all invoices prior to payment. CONSULTANT agrees to submit additional supporting documentation to support the invoice if requested by DISTRICT. If DISTRICT does not approve an invoice, DISTRICT shall send a notice to CONSULTANT setting forth the reason(s) the invoice was not approved. CONSULTANT may re-invoice DISTRICT to cure the defects identified in the DISTRICT notice. The revised invoice will be treated as a new submittal. If DISTRICT contests all or any portion of an invoice, DISTRICT and CONSULTANT shall use their best efforts to resolve the contested portion of the invoice.
E. Billing Records
CONSULTANT shall keep records of all SERVICES and costs billed pursuant to this AGREEMENT for at least a period of seven (7) years and shall make them available for review and audit if requested by DISTRICT.
IV DOCUMENTS
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Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B All MATERIALS as defined in Paragraph XI below, related to SERVICES performed under this AGREEMENT shall be furnished to DISTRICT upon completion or termination of this AGREEMENT, or upon request by DISTRICT, and are the property of DISTRICT.
TERMINATION
Each PARTY may terminate this AGREEMENT at any time upon thirty (30) days written notice to the other PARTY, except as provided otherwise in Exhibit "B." In the event of termination: (1) all work product prepared by or in custody of CONSULTANT shall be promptly delivered to DISTRICT; (2) DISTRICT shall pay CONSULTANT all payments for services die under this AGREEME performed and due under this AGREEMENT on the effective date of termination; (3) CONSULTANT shall promptly submit a final invoice to the DISTRICT, which shall include any and all non-cancelable obligations owed by CONSULTANT at the time of termination, (4) neither PARTY waives any claim of any nature whatsoever against the other for any breach of this AGREEMENT; (5) DISTRICT may withhold 125 percent of the estimated value of any disputed amount pending resolution of the dispute, consistent with the provisions of section II! D above, and; (6) DISTRICT and CONSULTANT agree to exert their best efforts to expeditiously resolve any dispute between the PARTIES.
VI INSURANCE REQUIREMENTS
CONSULTANT shall obtain prior to commencing work and maintain in force and effect throughout the term of this AGREEMENT, all insurance set forth below.
Workers' Compensation Insurance
By his/her signature hereunder, CONSULTANT certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code, which requires every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and that CONSULTANT will comply with such provisions before commencing the performance of the SERVICES under this AGREEMENT.
CONSULTANT and sub-consultant will keep workers' compensation insurance for their employees in effect during all work covered by this AGREEMENT in accordance with applicable law. An ACORD certificate of insurance or other certificate of insurance satisfactory to DISTRICT, evidencing such coverage must be provided (1) by CONSULTANT and (2) by sub- consultant's upon request by DISTRICT.
B. Professional Liability Insurance
CONSULTANT shall file with DISTRICT, before beginning professional SERVICES, an ACORD certificate of insurance, or any other certificate of insurance satisfactory to DISTRICT, evidencing professional liability coverage of not less than $1,000,000 per claim and $1,000,000 aggregate, requiring 30 days notice of cancellation (10 days for non-payment of premium) to DISTRICT.
Such coverage shall be placed with a carrier with an A.M. Best rating of no less than A:
VII, or equivalent. The retroactive date (if any) of such insurance coverage shall be no later than the effective date of this AGREEMENT. In the event that the CONSULTANT employs sub- consultants as part of the SERVICES covered by this AGREEMENT, CONSULTANT shall be responsible for requiring and confirming that each sub-consultant meets the minimum insurance requirements specified herein.
Other Insurance
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Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B CONSULTANT will file with DISTRICT, before beginning professional SERVICES, ACORD certificates of insurance, or other certificates of insurance satisfactory to DISTRICT, evidencing general liability coverage of not less than $1,000,000 per occurrence for bodily injury, personal injury and property damage; automobile liability (owned, scheduled, non-owned or hired) of at least $1,000,000 for bodily injury and property damage each accident limit; workers' compensation (statutory limits) and employer's liability ($1,000,000) (if applicable); requiring 30 days (10 days for non payment of premium) notice of cancellation to DISTRICT.
For the coverage required under this paragraph, the insurers) shall waive all rights of subrogation against DISTRICT, the PARTICIPATING AGENCIES, and their directors, officers, agents, employees, attorneys, consultants or authorized volunteers. CONSULTANT's insurance coverage shall be primary insurance as respects DISTRICT, its directors, officers, agents, employees, attorneys, consultants and authorized volunteers, the PARTICIPATING AGENCIES, and their directors, officers, agents, employees, attorneys, consultants and authorized volunteers, for all liability arising out of the activities performed by or on behalf of the CONSULTANT. Any insurance pool coverage, or self-insurance maintained by DISTRICT, its directors, officers, agents, employees, attorneys, consultants or authorized volunteers, the PARTICIPATING AGENCIES, and their directors, officers, agents, employees, attorneys, consultants and authorized volunteers, shall be excess of the CONSULTANT's insurance and shall not contribute to it.
The general liability coverage shall give DISTRICT, the PARTICIPATING AGENCIES, and its directors, officers, agents, employees, attorneys, consultants and authorized volunteers additional insured status using ISO endorsement CG2010, CG2033, or equivalent. Coverage shall be placed with a carrier with an A.M. Best rating of no less than A: Vil, or equivalents. in the event that the CONSULTANT employs sub-consultant as part of the work covered by the AGREEMENT, it shall be the CONSULTANT's responsibility to require and confirm that each sub-consultant meets the minimum insurance requirements specified herein.
Expiration of Coverage
If any of the required coverages expire during the term of the AGREEMENT, CONSULTANT shall deliver the renewal certificate(s) including the general liability additional insured endorsement to DISTRICT at least ten (10) days prior to the expiration date.
VIl INDEMNIFICATION
To the fullest extent permitted by applicable law, CONSULTANT shall indemnify, defend and hold harmless DISTRICT, its directors, officers, agents, employees, attorneys, consultants and authorized volunteers,, PARTICIPATING AGENCIES, and their directors, officers, agents, employees, attorneys, consultants and authorized volunteers, and each of them from and against:
a. When the law establishes a professional standard of care for the CONSULTANT's services, all claims and demands of all persons that arise out of, pertain to, or relate to the CONSULTANT's negligence, recklessness or willful misconduct in the performance (or actual or alleged non-performance) of the work under this agreement.
CONSULTANT shall defend itself against any and all liabilities, claims, losses, damages, and costs arising out of or alleged to arise out of CONSULTANT's performance or non-performance of the SERVICES hereunder, and shall not tender such claims to DISTRICT nor its directors, officers, employees, or authorized volunteers, for defense or indemnity.
b. Any and all actions, proceedings, damages, costs, expenses, penalties or liabilities, in law or equity, of every kind or nature whatsoever, arising out of, resulting from, or on account of the violation of any governmental law or regulation, compliance with which is the responsibility of CONSULTANT.
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Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B c. Any and all losses, expenses, damages (including damages to the work itself), attorney's fees incurred by counsel of the DISTRICT's choice and other costs, including all costs of defense, which any of them may incur with respect to the failure, neglect, or refusal of CONSULTANT to faithfully perform the work and all of the CONSULTANT's obligations under the agreement. Such costs, expenses, and damages shall include all costs, including attorneys' fees, incurred by counsel of the DISTRICT's choice, incurred by the indemnified parties in any lawsuit to which they are a party. Notwithstanding the foregoing, in no event shall the cost to defend charged to CONSULTANT exceed CONSULTANT's proportionate percentage of fault. The duty to indemnify, including the duty and the cost to defend, is limited as provided in this section. d. CONSULTANT shall not be responsible for warranties, guarantees, fitness for a particular purpose, breach of fiduciary duty, loss of anticipated profits or for economic, incidental or consequential damages to the DISTRICT or any third party arising out of breach of contract, termination, or for any other reason whatsoever unless the damages arise from CONSULTANT's willful misconduct. Additionally, CONSULTANT shall not be responsible for acts and decisions of third parties, including governmental agencies, other than CONSULTANT's subconsultants, that impact project completion and/or success.
CONSULTANT shall immediately defend, at CONSULTANT's own cost, expense and risk, any and all such aforesaid suits, actions, or other legal proceedings of every kind that may be brought or instituted against DISTRICT or its directors, officers, employees, or authorized volunteers with legal counsel reasonably acceptable to DISTRICT, and shall not tender such claims to DISTRICT nor its directors, officers, employees, or authorized volunteers.
CONSULTANT shall immediately pay and satisfy any judgment, award or decree that may be rendered against DISTRICT or its directors, officers, employees, or authorized volunteers, in any and all such suits, actions, or other legal proceedings.
CONSULTANT shall immediately reimburse DISTRICT or its directors, officers, employees, or authorized volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing indemnity herein provided.
CONSULTANT's obligation to indemnify shall survive the termination or completion of this agreement for the full period of time allowed by law and shall not be restricted to insurance proceeds, if any, received by DISTRICT, its directors, officers, agents, employees, attorneys, consultants or authorized volunteers, or the PARTICIPATING AGENCIES, its directors, officers, agents, employees, attorneys, consultants or authorized volunteers.
VIII FINANCIAL DISCLOSURE AND CONFLICTS OF INTEREST
Although CONSULTANT is retained as an independent contractor, CONSULTANT may still be required, under the California Political Reform Act and DISTRICT's Administrative Code, to file annual disclosure reports. CONSULTANT agrees to file such financial disclosure reports upon request by DISTRICT. Further, CONSULTANT shall file the annual summary of gifts required by Section 7105 of the DISTRICT's Ethics Policy, attached hereto as Exhibit "A." Failure to file financial disclosure reports upon request and failure to file the required gift summary are grounds for termination of this AGREEMENT. Any action by CONSULTANT that is inconsistent with DISTRICT's Ethic's Policy current at the time of the action is grounds for termination of this AGREEMENT. The Ethics Policy as of the date of this AGREEMENT is attached hereto as Exhibit "A."
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Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B IX • PERMITS AND LICENSES
CONSULTANT shall procure and maintain all permits, licenses and other government- required certification necessary for the performance of its SERVICES, all at the sole cost of CONSULTANT. None of the items referenced in this section shall be reimbursable to CONSULTANT under the AGREEMENT. CONSULTANT shall comply with any and all applicable local, state, and federal regulations and statutes including Cal/OSHA requirements. × LABOR AND MATERIALS
CONSULTANT shall furnish, at its own expense, all labor, materials, equipment, tools, transportation and other items or services necessary for the successful completion of the SERVICES to be performed under this AGREEMENT. CONSULTANT shall give its full attention and supervision to the fulfillment of the provisions of this AGREEMENT by its employees and sub-consultant and shall be responsible for the timely performance of the SERVICES required by this AGREEMENT. All compensation for CONSULTANT's SERVICES under this AGREEMENT shall be pursuant to Exhibit "B" to the AGREEMENT.
Only those SERVICES, materials, administrative, overhead and travel expenses specifically listed in Exhibit "B" will be charged and paid. No other costs will be paid.
CONSULTANT agrees not to invoice DISTRICT for any administrative expenses, overhead or travel time in connection with the SERVICES, unless agreed upon and listed in Exhibit "B".
XI CONFIDENTIALITY AND RESTRICTIONS ON DISCLOSURE
A. Confidential Nature of Materials
CONSULTANT understands that all documents, records, reports, data, or other materials (collectively "MATERIALS") provided by DISTRICT and PARTICIPATING AGENCIES to CONSULTANT pursuant to the AGREEMENT, including but not limited to draft reports, final reports) and all data, information, documents, graphic displays and other items that are not proprietary to CONSULTANT and that are utilized or produced by CONSULTANT pursuant to the AGREEMENT are to be considered confidential for all purposes.
No Disclosure of Confidential Materials
CONSULTANT shall be responsible for protecting the confidentiality and maintaining the security of DISTRICT MATERIALS and records in its possession. All MATERIALS shall be deemed confidential and shall remain the property of DISTRICT and PARTICIPATING AGENCIES. CONSULTANT understands the sensitive nature of the above and agrees that neither its officers, partners, employees, agents or sub-consultants will release, disseminate, or otherwise publish said reports or other such data, information, documents, graphic displays, or other materials except as provided herein or as authorized, in writing, by DISTRICT'S representative and the PARTICIPATING AGENCY's representative. CONSULTANT agrees not to make use of such MATERIALS for any purpose not related to the performance of the SERVICES under the AGREEMENT. CONSULTANT shall not make written or oral disclosures thereof, other than as necessary for its performance of the SERVICES hereunder, without the prior written approval of DISTRICT and the PARTICIPATING AGENCY. Disclosure of confidential MATERIALS shall not be made to any individual, agency, or organization except as provided for in the AGREEMENT or as provided for by law.
C. Protections to Ensure Control Over Materials
All confidential MATERIALS saved or stored by CONSULTANT in an electronic form shall be protected by adequate security measures to ensure that such confidential MATERIALS are safe from theft, loss, destruction, erasure, alteration, and any unauthorized viewing, 7 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B duplication, or use. Such security measures shall include, but not be limited to, the use of current virus protection software, firewalls, data backup, passwords, and internet controls.
The provisions of this section survive the termination or completion of the AGREEMENT.
XII OWNERSHIP OF DOCUMENTS AND DISPLAYS
All original written or recorded data, documents, graphic displays, reports or other MATERIALS which contain information relating to CONSULTANT's performance hereunder and which are originated and prepared for DISTRICT and PARTICIPATING AGENCIES pursuant to the AGREEMENT are instruments of service and shall become the property of DISTRICT and PARTICIPATING AGENCIES upon completion or termination of the Project.
CONSULTANT hereby assigns all of its right, title and interest therein to DISTRICT and PARTICIPATING AGENCIES, including but not limited to any copyright interest. In addition, DISTRICT and PARTICIPATING AGENCIES reserve the right to use, duplicate and disclose in whole, or in part, in any manner and for any purpose whatsoever all such data, documents, graphic displays, reports or other MATERIALS delivered to DISTRICT and PARTICIPATING AGENCIES pursuant to this AGREEMENT and to authorize others to do so.
To the extent that CONSULTANT utilizes any of its property (including, without limitation, any hardware or software of CONSULTANT or any proprietary or confidential information of CONSULTANT or any trade secrets of CONSULTANT) in performing SERVICES hereunder, such property shall remain the property of CONSULTANT, and DISTRICT and PARTICIPATING AGENCIES shall acquire no right or interest in such property.
CONSULTANT hereby assigns to DISTRICT, PARTICIPATING AGENCIES or its designee; for no additional consideration, all CONSULTANT's intellectual property rights, including, but not limited to, copyrights, in all deliverables and other works prepared by the CONSULTANT under this agreement. CONSULTANT shall, and shall cause its employees and agents to, promptly sign and deliver any documents and take any actions that DISTRICT, PARTICIPATING AGENCIES, or its designee reasonably requests to establish and perfect the rights assigned to DISTRICT, PARTICIPATING AGENCIES or its designee under this provision.
Reuse of documents by DISTRICT or others on extensions or modifications of this project or on other sites or use by others on this project, shall be at the user's sole risk, without liability to CONSULTANT.
XIII EQUAL OPPORTUNITY
DISTRICT is committed to a policy of equal opportunity for all and to providing a work environment that is free of unlawful discrimination and harassment. In keeping with this commitment, DISTRICT maintains a policy prohibiting unlawful discrimination and harassment in any form based on race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, pregnancy or childbirth, marital status, gender, sex, sexual orientation, veteran status or age by officials, employees and non-employees (vendors, contractors, etc.).
This policy applies to all employees, consultants and contractors of the DISTRICT.
Appropriate corrective action will be taken against all offenders, up to and including immediate discharge or termination of this AGREEMENT. During, and in conjunction with, the performance of this AGREEMENT, CONSULTANT shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, marital status or national origin.
XIV INTEGRATION OF ALL OTHER AGREEMENTS
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Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B This AGREEMENT, including any Exhibits and Addenda, contains the entire understanding of the PARTIES, and there are no further or other agreements or understandings, written or oral, in effect between the PARTIES hereto relating to the subject matter hereof. Any prior understanding or agreement of the PARTIES shall not be binding unless expressly set forth herein and, except to the extent expressly provided for herein, no changes of this AGREEMENT may be made without the written consent of both PARTIES.
XV ELECTRONIC SIGNATURES
The Uniform Electronic Transactions Act, California Civil Code section 1633.1 et seq., this AGREEMENT may be effectuated by electronic means through the use of electronic and/or digital signatures. For purposes of this section, an electronic signature means an electronic symbol or process logically associated with the intent to sign an electronic record pursuant to Civil Code section 1633(h). A digital signature, which is a type of electronic signature, means an electronic identifier, created by a computer, that is intended to have the same force and effect as the use of a manual signature under Government Code 16.5(d). An example of an electronic signature would be a JPG of a manual signature imposed onto this AGREEMENT, an example of a digital signature would be the use of DocuSign or similar provider that requires an encrypted key that certifies the authenticity of the signature.
This consent to conduct transactions by electronic means through the use of electronic and/or digital signatures extends to the execution of this AGREEMENT or any related contract or other document necessary for the performance of this AGREEMENT including, without limitation, any related offers, proposals, bids, amendments, change orders, task orders and notices.
XVI ATTORNEYS' FEES
In any action at law or in equity to enforce any of the provisions or rights under this AGREEMENT, the prevailing PARTY shall be entitled to recover from the unsuccessful PARTY all costs, expenses and reasonable attorney's fees incurred therein by the prevailing PARTY (including, without limitations, such costs, expense and fees on any appeals), and if such prevailing PARTY shall recover judgment in any such action or proceeding, such costs, expenses, including those of expert witnesses and attorneys' fees, shall be included as part of this judgment.
XVII JURISDICTION AND VENUE SELECTION
In all matters concerning the validity, interpretation, performance, or effect of this AGREEMENT, the laws of the State of California shall govern and be applicable.
PARTIES hereby agree and consent to the exclusive jurisdiction of the courts of the State of California and that venue of any action brought hereunder shall be in Orange County, California.
XVIII. THIRD PARTIES
The services to be performed by CONSULTANT are intended solely for the benefit of the DISTRICT and PARTICIPATING AGENCIES. No other person or entity shall be entitled to rely on CONSULTANT's performance of its services hereunder, and no right to assert a claim against CONSULTANT by assignment of indemnity rights or otherwise shall accrue to a third party as a result of AGREEMENT or the performance of CONSULTANT's services hereunder. 9 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B IN WITNESS WHEREOF, the PARTIES have hereunto affixed their names as of the day and year thereinafter, which shall be and is the effective date of this AGREEMENT APPROVED BY: CONSULTANT ACCEPTANCE:
- DocuSigned by: - Signed by:
Hany De la torre I sences
-DB0E5C258E3B412... -TEC4808983DE4EE...
Harvey F. De La Torre, General Manager Inge Wiersema, PE, ENV SP Municipal Water District of Orange County Water Resources Practice 18700 Ward Street Fountain Valley, CA Director, Senior Vice President 92708 Carollo Engineers, Inc.
(714) 963-3058 707 Wilshire Boulevard, Suite 3920
Los Angeles, CA 90017
(213) 279-3320
Date 8/7/2025 | 7:52 AM PDT Date 8/7/2025 | 5:22 AM PDT -Signed by:
Graliam Juby, PLD, PE
Grab are de%, PhD, PE
Carollo Engineer, Inc.
3150 Bristol Street, Suite 500
Costa Mesa, CA 92626
(714) 593-5134
Date 8/6/2025 | 3:30 PM PDT
Internal Use Only:
Program No.
Line Item:
Funding Year:
Contract Amt.:
Purchase Order #
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Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B EXHIBIT "A"
ETHICS POLICY §7100-87110
§7100 PURPOSE
The policy of MWDOC is to maintain the highest standards of ethics from its Board members, officers and employees (all shall be referred to as employees for the purposes of this section). The proper operation of MVDOC requires decisions and policy to be made in the proper manner, that public office not be used for personal gain, and that all individuals associated with MWDOC remain impartial and responsible toward the public.
Accordingly, all employees are expected to abide by the highest ethical standards and integrity when dealing on behalf of MWDOC with fellow Board members or employees, vendors, contractors, customers, and other members of the public. §7101 RESPONSIBILITIES OF BOARD MEMBERS
Board members are obliged to uphold the Constitution of the United States and the Constitution of the State of California and shall comply with all applicable laws regulating Board member conduct, including conflicts of interest and financial disclosure laws. No Board member or officer shall grant any special consideration, treatment, or advantage to any person or group beyond that which is available to every other person or group in the same circumstances.
87102 PROPER USE OF MWDOC PROPERTY AND RESOURCES
Except as specifically authorized, no employee shall use or remove or permit the use or removal of MWDOC property, including MWDOC vehicles, equipment, telephones, office supplies, and materials for personal convenience or profit. No employee shall require another MWDOC employee to perform services for the personal convenience or profit of another employee. Each employee must protect and properly use any MWDOC asset within his/her control, including information recorded on paper or in electronic form.
Employees shall safeguard MWDOC property, equipment, monies, and assets against unauthorized use or removal, as well as from loss due to criminal act or breach of trust.
Employees are responsible for maintaining written records, including expense reports, in sufficient detail to reflect accurately and completely all transactions and expenditures made on MWDOC's behalf. Creating a document with misleading for false information is prohibited.
Motion - 1/17/96;
§7103 CONFLICT OF INTEREST
All MWDOC Directors, officers, and employees at every level shall comply with the requirements of Section 1090 of the California Government Code which prohibits such persons from being financially interested in any contract made by them in their official 11 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B capacity, or by any body or board of which they are members, or from being a purchaser at any sale or a vendor at any purchase made by them in their official capacity.
All Directors and employees designated under MWDOC's Conflict of Interest Code ("designated employees") and employees required to report under Chapter 7, Article 2 of the Political Reform Act (Government Code Section 7300 et seq.) shall promptly and fully comply with all requirements thereof.
MWDOC employees who are not designated employees under MWDOC's Conflict of Interest Code shall refrain from participating in, making a recommendation, or otherwise attempting to influence MWDOC's selection of a contractor, consultant, product, or source of supply if the non-designated employee, or an immediate family member, has a direct or indirect financial interest in the outcome of the selection process. No employee shall use his/her position with MWDOC in any manner for the purpose of obtaining personal favors, advantages or benefits for him/herself or an immediate family member from a person or entity doing business or seeking to do business with MWDOC. Such favors, advantages, or benefits would include, but are not limited to: 1) offers of employment; 2) free or discounted goods or services; or 3) gifts.
§7104 GIFTS
No employee shall accept, directly or indirectly, any compensation, reward or gift from any source except from MWDOC, for any action related to the conduct of MWDOC business, except as set forth below:
Acceptance of food and refreshments of nominal value on infrequent occasions in the ordinary course of a breakfast, luncheon or dinner meeting or other meeting or on an inspection tour where the arrangements are consistent with the transaction of official business.*
2. Acceptance of transportation, lodging, meals or refreshments, in connection with attendance at widely attended gatherings sponsored by industrial, technical or professional organizations; or in connection with attendance at public ceremonies or similar activities financed by nongovernmental sources where the employee's participation on behalf of MWDOC is the result of an invitation addressed to him or her in his/her official capacity, and the transportation, lodging, meals or refreshment accepted is related to, and is in keeping with, his/her official participation.*
3. Acceptance of unsolicited advertising or promotional materials such as pens, pencils, note pads, calendars, or other items of nominal value.*
4. Acceptance of plaques and commemorative mementoes, of nominal value, or of value only to the recipient, such as service pins, recognition awards, retirement mementoes.
5. Acceptance of incidental transportation from a private organization, provided it is furnished in connection with an employee's official duties and is of the type customarily provided by the private organization.
* Nothing herein shall be deemed to relieve any Director or designated employee from reporting the value of such meals, transportation, lodging or gifts and abstaining from 12 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B participation in any decision of MWDOC which could foreseeably have a material financial effect on the donor when the value of such gifts reaches the limits set forth in MWDOC's Conflict of Interest Code and the Political Reform Act.
In no event shall any employee accept gifts from any single source, the cumulative value of which exceeds the applicable gift limit under California law.
A gift or gratuity, the receipt of which is prohibited under this section, shall be returned to the donor. If return is not possible, the gift or gratuity shall be turned over to a public or charitable institution without being claimed as a charitable deduction and a report of such action, and the reasons why return was not feasible shall be made on MWDOC records.
When possible, the donor also shall be informed of this action.
Motion - 1/17/96;
§7105 PERSONS OR COMPANIES REPORTING GIFTS
All persons and companies doing business with MWDOC, with the exception of public agencies, shall submit a summary, by January 31 of each calendar year, of all gifts claimed for internal vendor audits (including meals) made to, or on behalf of, employees or Directors of MWDOC, or their immediate family members, that have occurred in the normal course of business during the previous calendar year. Failure to provide this information to MWDOC may result in the termination of MWDOC business with that person or company.
Motion - 7/21/93; Motion - 8/18/93;
§7106 USE OF CONFIDENTIAL INFORMATION
Confidential information (i.e., information which is exempt from disclosure under the California Public Records Act) shall not be released to unauthorized persons unless the disclosure is approved by the Board, President of the Board, or General Manager.
Employees are prohibited from using any confidential information for personal advantage or profit.
§7107 POLITICAL ACTIVITIES
During the course and scope of their employment employees are prohibited from engaging in campaign activities associated with MWDOC Director elections, MWDOC Director appointments, the appointment of MET Directors, or from attempting to influence changes to MWDOC Division boundaries, except where such activities are expressly required in the course of official duties. Employees are otherwise free to personally, endorse, advocate, contribute to, or otherwise support any political party, candidate, or cause they may choose; however, employees are prohibited from soliciting political funds or contributions at MWDOC facilities or during the course and scope of their duties for MWDOC. In any personal political activity an employee may be involved in, it shall be made clear that the employee is acting personally and not for MWDOC. These provisions are intended to protect employees against political assessments, coerced political activities, and to prevent political activities on the part of employees from interfering with MWDOC operations. Nothing in this section shall be 13 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B interpreted or applied in a manner to unlawfully curtail the constitutional right to political activity of MWDOC employees.
Motion - 6/17/15
§7108 IMPROPER ACTIVITIES
Employees shall not interfere with the proper performance of the official duties of others, but are strongly encouraged to fulfill their own moral obligations to the public, MWDOC, and its member agencies by disclosing, to the extent not expressly prohibited by law, improper activities within their knowledge. No employee shall directly or indirectly use or attempt to use the authority or influence of his/her position for the purpose of intimidating, threatening, coercing, commanding, or influencing any person with the intent of interfering with that person's duty to disclose improper activity.
$7109 VIOLATION OF POLICY - STAFF AND STAFF OFFICERS
If an employee is reported to have violated MWDOC's Ethics Policy, the matter shall be referred to any of the following: (1) the General Manager; (2) Human Resources; (3) the Board of Directors; or (4) any member of the management staff, for investigation and consideration of any appropriate action warranted which may include employment action such as demotion, reduction in salary, or termination.
If a Board appointed officer (Secretary, Treasurer or General Manager) is reported to have violated MWDOC's Ethics Policy, the matter shall be referred to the Executive Committee for investigation and consideration of any appropriate action. The Executive Committee may make a determination and present the issue to the full Board.
Motion - 1/17/96; 6/17/15
§7110 VIOLATION OF POLICY -- DIRECTORS
A perceived violation of this policy by a Director should be referred to the President of the Board or the full Board of Directors for investigation, and consideration of any appropriate action warranted. A violation of this policy may be addressed by the use of such remedies as are available by law to MWDOC, including, but not limited to: (a) adoption of a resolution expressing disapproval of the conduct of the Director who has violated this policy, (b) injunctive relief, or (c) referral of the violation to MWDOC Legal Counsel and/or the Grand Jury.
§7111 PERIODIC REVIEW OF ETHICS, CONFLICT OF INTEREST AND
ADMINISTRATIVE GUIDELINES
Pursuant to the terms of Government Code Sections 53234 through 53235.2, each Director shall receive at least two hours of training in general ethics principles every two years. Pursuant to Government Code Section 53235(c), the curricula for ethics training must be approved by the Fair Political Practices Commission (FPPC) and the Attorney General. It is the general desire of the MWDOC Board to meet and review and/or receive a presentation that addresses principles relating to reporting guidelines on compensation, conflict of interest issues, and standards for rules of conduct during the first quarter of the year immediately following an election (every two years). 14 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B Each Director shall retain the certificate of completion from any ethics course in which he/she participates and shall provide a copy of such report to MWDOC. Such records shall be retained for five years from the date they are received.
M-12/21/05
15 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B Please note If using Consultant's proposal as Exhibit "B" please attach the proposal or complete the standard Exhibit "B" Form below, BOTH Parties must verify that all sections of this form are FULLY ADDRESSED and the appropriate Exhibit is attached and labeled accordingly
EXHIBIT "B"
SCOPE OF WORK, TERMS OF AGREEMENT
AND TERMS AND CONDITIONS FOR BILLING
Carollo Engineers, Inc.
Inge Wiersema, PE, ENV SP
707 Wilshire Blvd., Suite 3920
(213) 279-3320
Tax I.D. 86-0899222
1. Term - Commencement August 4, 2025, Termination September 30, 2026 Fees/Rates to be billed - See Exhibit B-2 Cost Summary for Development of 2025 Urban Water Management Plans for base price (lump sum) and optional tasks/ contingency tasks fees prepared based on Fee Schedule per page 20-22 of Exhibit B-1..
3. Budgeted Amount - See Exhibit B-2; Note: Budgeted amount is based on the "Base Price" and the optional tasks on which the participating agency provides written approval. CONSULTANT fees shall be billed by the 25t day of the month for the previous month's activities. Invoices received by the 25th day of the month will be paid by DISTRICT by the end of the following month. Invoices shall reference the Purchase Order number from DISTRICT.
Consultant shall prepare a breakdown of the percent complete by task by Participating Agency to submit with each monthly invoice.
Upon invoicing DISTRICT 80% of the contract amount, CONSULTANT shall prepare and provide to DISTRICT a "cost to complete" estimate for the remaining work.
Scope of Work/Services - Preparation of the 2025 Urban Water Management Plans for MWDOC and Participating Agencies as outlined in the attached Exhibit B-1.
Consultant Representative: Inge Wiersema, PE, ENV SP, Water Resources Practice Director, Senior Vice President
16 55401.00000\43859268.1
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B Exhibit B-1
Scope of Work
Docusign Envelope ID: 7100A28F-1283-406F-AFC1-89EA2643B16B C. Project Approach and Scope of Work
Project Understanding
We understand that the goal of this project is to prepare the 2025 UWMPs for Based on these draft tables released by DWR, we believe that the top three changes are:
MWDOC and the Participating Agencies. Based on discussions with WDOC Potential triggers that would warrant a staff, we anticipate that this project will likely involve around twenty individual Chapter 8: The Water Supply Shortage Levels are now standardized to 6 levels and do not require detals on response actions anymore. The currenty adopted versions of the WSCP update include:
JWMPs that all must be completed and submitted to the California D/R by the submittal deadline of July 1, 2026. WSPs are now considered acceptable. However, if MWDOC or any of the PAs wants to Changes in water supplies. For example, wate make any changes, then an update and recertification process will be needed (refer to shortage contingency tiers may need to be modified The 2025 UWMP must meet all the equirements of the Final 2025 UV/MP potential triggers at right). fcr agencies that had stopped using groundwater Guidebook, which will be published by DWR no later than July 1, 2025. Although in anticipation of the PFAS regulation, but have the final guidebook is not available yet, our team has a good understanding of Chapter 4: The projection of Passive Water Conservation Savings is a new optional table that could require some extensive analysis to estimate water savings from already adopted brought their groundwater wells back online since the the upcoming changes through our involvement in the guidebook development publication of the 2020 UWMP. process and access to the interim tables released for review. As show on the and/or anticipated changes to plumbing codes and regulations. graphic below, there are several key changes that either ircrease (shcwn in Changes in Metropolitan Water District of Southern
3. Chapter 4: Progiess towards the 2028 Water Loss Performance Standard is a new table California's (MET's) shortage triggers. orange) or decrease (shown in green) the level of effort for the 2025 UWMPs compared to the 2020 UWMP cycle. to report on whether a retail agency has met the new distribution system loss performance Updates to an agency's Hazard Mitigation Plan standard enacted by the California State Water Resources Control Board. or Climate Action Plans to ensure consistency and avoid conflict in drought and other system vulnerability TOP 10 Changes anticipated in the 2025 UWMP Guidebook response actions.
Based on a detailed side-by-side comparison, we have identified 30 changes between the 2020 and 2025 UWMP tables. Loving to rought 202 and recent wies.
The UWMP Table of Contents below calls cut the top 10 changes thateither increase or decrease the anticipated level of effort. 2005 URBAN WATER MANLLCEMENT PEAN
CHAPTER 4
Table 4-1: Wholesale: Tolal Uses for Potable and Non-Potable Wate' - Table of Contens CHAPTER 6
Actual and Table 4-2 Whelesale: Uses for Potable and Non-Potable Water - Projected are now optional. Table 6-1: Wholesale: Groundwater Volume Pumped has now been made mandatory.
EXECUTIVE SUMMARY....
Table 4-4 Retail: Passive Water Savings Projection is a new optionaltable CHAPTER 1: INTRODJCTION AND to document projected water savings from adopted codes over the next 25 JUMP OVERVIEW 1 years, in five-year incremerts. CHAPTER 7
CHAPTER 2: UMP PREPARATION...
Table 4-4: ast Five Years of Water Loss Audit Reporting, optional fcr Table 7-1: Basis ofWater Year Data (Reliability Assessment) is now optionalfor both Retail CHAPTER 3: SYSTEN DESCRIPTION and Wholesale.
Wholesale and mandatory for Retail in 2020 have been removed.
CHAPTER 4: WATER USE CHARACTERIZATION.....
Table 4-5: Water Loss Auditing (optional for Wholesale and mandatory for Table 7-2: Normal Year Supply and Use Comparison, Table 7-3: Single Dry Year Supply CHAPTER 5: CONSERVATION and Demand Comparison, Table 7-4: Five Consecutive Dry Years Supply ard Demand Retail is now added to document whether a water loss audit for each of the TARGET COMPLIANCE. past 5 years for each public water system served by the agency was submitted to DWR. Comparison and Table 7-5: Five-Year Drought Risk Assessment for both Retail and Wholesale have now CHAPTER 6: WATER SUPPLY CHARACTERIZATION... an optional section to provide SCP supply augmentation benefit, WSCP water use reduction savings Increased Table 4-6 Retail: Progress Towards 2028 Water Loss Performance and revised surplus/shortfall over the next 20 years, in five-year increments.
CHAPTER 7: WATER SERVICE RELIABILITY
Standard is a new table to report on whether a retail agency has met the AND DROLIGHT PICK ASSESSMENT. new distribution system loss performance standard enacted by the California State Water Resources Control Board. CHAPTER 8: WATER SHORTAGE CHAPTER 8 CONTINGENCY PLANNING.
CHAPTER 9: DEMAND MANAGEMENT MEASURES. Table 8-1: Cross- reference for Standard s Supplier Shortage Levels is now a modified (Dedeased
CHAPTER 5 table with no entry for describing the shortage response actions and new columns to list PREPARATION FOR ORANGE COUNTY WATER AGENCIES CHAPTER 10: PLAN ADOPTION. MWDOC / 2025 URBAN WATER MANAGEMENT PLAN SUBMITTAL, AND IMPLEMENTATION. 10-1 the supplier's own shortage levels (if these differ from the standard shortage levels) and corresponding Table 5-1: Baseline and Targets Summary From SB X 77 Verification Form percent shortage ranges.
Decreased and 2020 Table 5-2: 2020 Compliance From SB X 7-7 2020 Compliance REFERENCES....
Form from 2020 have been removed and a new Table 5-1 Retail: SB X3-7 2020 Targe! Progress table is included to report the progress in meeting the urbanwater use target c carollo from 2020.
CAROLLO / PROFOSAL / JULY 2025
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B C. PROJECT APPROACH AND SCOPE OF WORK
Based on our experience from previous guidebook
updates since our involvement in the 2005 UWMP San Diego 2025 UWMP cycle, and our ongoing work on the 2025 UWMP for
San Diego, our team has concluded that the changes Carollo is currently working on the 2025 UWMP for for the 2025 UWMP cycle are much less substantive the City of San Diego. With the first draft of the UWMP than in previous cycles. As a result, we understand planned for the end of May 2025, we have built off the most of the work effort will involve updating information comprehensive 2020 UWMP (prepared by CDM Smith) and tables, rather than new types of analysis or major and developed the plan in accordance with the 2020 narrative overhauls like in 2020.
Guidebook, while tracking/flagging potential changes
Due to the large number of UWMPs that need to identified through our connections with parties be prepared in parallel within the 11-month project involved in the 2025 Guidebook development. duration per the timeline in the RFP, we understand
that a key challenge of this project is centered In parallel, we have compiled, reviewed, and organized around organization. the City's data and information sources such that when the 2025 Guidebook is released, we will be
It will be critical to streamline data gathering, able to quickly generate the Draft UWMP by linking coordination with member agencies, and the
our spreadsheet information to new table formats and
preparation and reviews of the deliverables. To meet
this challenge, MWDOC needs an experienced team word chapters (see page 14). The remaining gaps will that has gone down this road before. Our team brings the directly inform the additional information needs to this specific experience through Shivani Shrotriya, who meet all 2025 Guidebook requirements. worked with Sarina Sriboonlue for MWDOC while at
Arcadis in the preparation of 22 UWMPs during the
2020 UWMP cycle.
Lastly, we also understand that the key objective of
most of your participating member agencies is to
"check the box" and get this regulatory requirement
completed and be eligible for state funding programs.
It is our job as the consulting team to deliver these
2025 UWMPs with minimal effort from your member
agencies, while getting all the tables and information
accurately updated that meet the 2025 UWMP
Guidebook requirements and extend the planning
horizon to 2050 such that these Plans can also be Our ongoing work on the San Diego 2025 UWMP has used for future Water Supply Assessment until the resulted in proactive and efficient methods to quickly 2030 UWMP cycle. incorporate anticipated guidebook changes once released.
Our Tailored Approach to Project Success
We have developed a tailored project approach that meets the critical success factors of this project, namely:
Efficient and On-Time Project Delivery
2 Streamlined Data Management and Organization
3 Sound Quality Control that Promotes Smooth DWR Approval PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWDOC / 2025 URBAN WATER MANAGEMENT PLAN Each of these approach elements are described in more detail on the following three pages.
CAROLLO / PROPOSAL / JULY 2025 11
Docusign Envelope ID: 7100A28F-1283-406F-AFC1-39EA2643B16B
PROJECT APPROACH AND SCOPE OF WOR
Project Approach
Efficient and On-Time Project Delivery
Leveraging the knowledge and experience from our proposed project engineer. This pilot cculd be completed with the City of Buena Park like in 2020, or another Upon completion of the pilot phase, the delivery process wil be Shivani Shrotriya, who worked on the successful delivery of your 2020 UWMPs, we agency may be selected by MWDOC as desired. To take ull advantage of the refined as needed before being replicated for the 2025 UWMPs of prepared the flowchart shown below to visually display the steps we envision for he piloting phase, it will be important to use an agency that uses both groundwater and MWDOC and all PAs simultaneously. The three key takeaways of our efficient preparation of likely more than 20 2025 UWMPs. imported water such that the common narrative updates for these water supplies eff cient project delivery process shown in the flowchart below are:
can be used for all UWMPs that need to describe these same water supply sources.
The 2025 UMP development process will first be piloted with one PA. Although For example, the impact of new PAS regulations and changes in water reuse with Prepopulated UWMP Tables: Before we meet with any of the pilot approach takes time in a tight schedule, we have accounted for this in our the Groundwater Replenishment System Phase 3 expansion in 2023 will need to be the member agencies, we will combine the information from overall schedule (see page 18). We advise taking this more cautious approach, so incorporated consistenly for all respective member agencies. the 2020 UMPs, water supply and deman information from we can repeat and acceerate the project delivery process for the remaining UWMPs MWDOC and online sources. This will allow us to make tailored with confidence. in this way we Plan the Work so we can then Work the Plan. data requests for each Participating Agency, reducing their data gathering time and effort as much as possible. The tables will be reviewed in the 1:1 meetings and updated information will MWDOC, OCWD & ( Prepopulated 2025 UWMP Virtual Meetings with Refine Common be directly linked to tables in the 2025 UMP documents (see 2020 UNMPs
PAs Data DWR Tables (=20x) Template (ix) Pilot Agency Text by PA Group* sidebar on page 14). nil Dedicated Chapter Leads: As shown in the lowchart, we have dedicated chapter leads (dedicated UWMP leads) assigned who will work in assembly line style to produce their respective chapters for the 20-ish UWMPs. Only chapte's 1, 2, and '0 are combined because of the limited content and preparation timeline. Through repetition, this enhances efficiency and promotes consistency for all common narrative content.
Early DWR Checklist Review: Each of our three technical advisors has a clear responsibility (UWMP. WSCP, and DWR reviews). We will conduct the DWR Checklist review prior to Chapter Chapter Leads the Draft WMP delivery to verify completeness. This avoids 2025 UWMP Virtual 1:1 Internal Draft i. introduction| Mayra Lara surprises, he need for additional meetings, and potential Templates (=20x) Meetings (=20x) 2025 UMPs 2 - UWNP Preparation Mayra Lara delays 3 - System Description Becky Gates Our UWMP delivery process with a pilot phase and dedicated 4 - Water Use Characterization chapter leads s a proven process that will result in on-time project PRODUCTION 5 - Conservation Targets Tess Kretschmann deivery. 5 - Water Supply Characterizations Bren Shepard
7 - Water Service Relatility and Drought Risk Assessments Andria Loutsch 8 - Water Shortage Contingency Planning Bil Fernandez
9 - Derrend Management Measures Nicki Powell
0 - Plan Adoption Mayra Lara
Carollo Review With Draft 2025 MWDOC & Final Draft Notifcations Final Adoption & DWR Checklist UWMP PA Reviews 2025 UWMPS Public Review 2025 UWMPS DWP Submittals DELIVERY PHASE PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWS 20R RAN WATER MANAGEMENT PIAN 283→ & Our proven delivery process with a pilot phase and dedicated chapter leads will result in on-time project
SIT EOR CALORI delivery of 20+ UWMPs by DWR's deadline. *PA = Participating Agency:
*Refer to Schedule (pg 18) for identification of Groups CAROLLO / PROPOSAL / JULY 2025
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B C. PROJECT APPROACH AND SCOPE OF WORK
Streamlined Data Management and Organization
Despite the anticipated relatively minor changes in the 2025 UWMP Guidebook compared to the changes between 2015 and 2020, the preparation of likely more than 20 UWMPs in 11 months with multiple revisions in each remains a big undertaking. This is especially true when it comes to data and document management. In addition to the volume of files, the security of the information must be considered. It is therefore critical to apply the principal "Plan the Work, Work the Plan".
The three key elements and benefits of how the Carollo team will streamline data management and organization are as follows:
Secure SharePoint Site: Carollo will set up and 3. File Naming Protocol: A document naming protocol host a project SharePoint Site to manage all project will be launched at the kickoff meeting so that all files from start to finish. At the end of the project, data, spreadsheets, chapters, UWMP versions, and files can be transferred back in a single zip file to comment logs are kept in the correct folders and MWDOC and the respective agencies, as desired. with the correct file name extensions. This avoids As depicted in the graphic below, we propose using version control issues and potential duplicate work. dedicated locked channels for MWDOC and each of
the parlicipating member agencies. These channels Last, but not least, we understand that it is the can be used to securely upload and download files consultant's role to make the data gathering and 2025 by approved members. Public and non-sensitive UWMP preparation as easy as possible. As members information will be stored in an open shared folder of our team have not only worked on the 2020 UWMPS to avoid unnecessary duplication of data. For but also completed 200+ projects for all but one of example, the 2025 UWMP Guidebook and Water your member agencies, we bring exceptionally strong Use Efficiency reports can be saved in the shared relationships in your entire service area. Our personal folder for easy reference. and working relationships will help with data gathering and result in efficient project delivery.
eccarollo
Data Uploads
Draft Documents
200+/
Final Documents
PROJECTS
DWR Guidance 96%
Shared
Public Reports
OF THE MWDOC
Carollo will host and manage all the data and documents in MEMBER AGENCIES an organized manner, such that MWDOC and the participating IN THE LAST. agencies only have to focus on providing raw data and conducting 10 reviews. It is our job to make it easy for you!
YEARS
2. Consistent Folder Structures: We will work with
MWDOC's project manager at the start of the
project to review and refine our draft proposed
folder structure that will be used for all UWMPs. PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWDOC / 2025 URBAN WATER MANAGEMENT PLAN The Carollo team is familiar with nearly all
This makes it easy for all team members to quickly
players in MWDOC's service area having
find the right files for any member agency, which collectively delivered more than 200 projects enhances efficiency and allows support staff to for the PAs in just the last decade. We will quickly ramp up during peak production periods. leverage our institutional knowledge and relationships in the 2025 UWMP updates.
CAROLLO / PROPOSAL / JULY 2025 13
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B C. PROJECT APPROACH AND SCOPE OF WORK
Sound Quality Control that Promotes Smooth DWR Approval Quality control is clearly important on any project we deliver. I he unique project elements that make a robust and well-thought-out quality control and quality assurance (QAQC) process extra critical for this project are:
• The accelerated timeline of 11 months;
• A regulatory deadline that is truly fixed; and
• The simultaneous preparation of 20-ish plans that all roughly follow the same timeline, creating "waves" of deliverables and subsequent reviews.
To address the challenge of the "waves" of internal reviews, we plan to take a 2-pronged approach:
1. Staggered UWMP Delivery Schedule. We have
separated the anticipated participating member Smart Links Improve Efficiency, agencies into four (4) groups based on their
Accuracy, and Consistency
respective supply mix complexity. The delivery
of the Draft, Final Draft, and Final UWMPs in each
In addition, we plan to employ available document
yroup dre staggered by 1 week to phase both
processing tools by setting up all the 2025 UWMP
production and reviews. In addition, this allows
word documents such that the tables in the MS Word
more time to complete the more complicated plans
and accelerates the UWMP of member agencies files are automatically linked to the corresponding with fewer supplies and less complexity. The group master MS Excel workbook. As the UWMP tables allocations are consistent with Attachment A of the are the core of these plans, we will be using the MS RFP and are shown on the project schedule on Excel workbooks as the master data repository from page 18. start to finish. We can then change numbers in excel when we get new information from a report or during
2. Dedicated Technical Advisory Roles: As shown in
our organization chart on page 2 we have included the 1:1 meetings with the member agencies, and that threc technical advisors on our team. The advisors automatically updates the corresponding report tables are not involved in the day-to-day project activities
Similarly, we will link common text narratives in a
or meetings to maintain a truly independent review
perspective. tach advisor has a unique and clearly master word document (ey. about the project Basin defined responsibility as follows: Pumping Percentage with the Final GWRS Expansion) to the word documents of the applicable member
Dan Rodrigo: Conduct detailed review of
agencies. The automatic updates via linked tables
narrative, numbers, and calculations of all
and common text improves efficiency, accuracy, and
Draft and Final Draft, and Final UWMPs.
Assure consistency with MWDOC's Water consistency between the various UWMPs.
Reliability Study.
DWR Tables
Michelle Maddaus: Conduct detailed review
of narrative, numbers, and calculations of all
Draft and Final Draft, and Final WSCPs. UWMP Chapters
and Tables
Linked Tables
Jessica Fritsche: Conduct comprehensive
review of the Final Draft and Final UWMPs Common Text W and WSCPs from the DWR perspective, using
the DWR checklist. Common Text
W PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWDOC / 2025 URBAN WATER MANAGEMENT PLAN Automatic updates via linked tables and common text
improves efficiency, accuracy, and consistency.
CAROLLO / PROPOSAL / JULY 2025 14
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B C. PROJECT APPROACH AND SCOPE OF WORK
Scope of Work
Task 1: Project Management the entire project team and include quality review assignments by person, deliverable, and review
This task includes effort to communicate and
period dates based on the kickoff meeting schedule.
coordinate with MWDOC and all the Participating
• Independent Final Checks. Senior technical
Agencies on project issues and project status, maintain the project schedule, and complete monthly invoices advisors, who are not involved in the project and progress reports. Our quality control measures will activities or meetings, will conduct independent be conducted under this task as well. technical review of the final draft and final deliverables using Carollo's "redlining" checking
procedures as well as DWRs formal UWMP Checklist.
Task 1A - Meetings
We have scoped the following meetings: Task 1D - Data Management and Organization Carollo will a setup secure SharePoint site with a
• One 1-hour kickoff meeting with MWDOC.
logical folder structure to facilitate easy data sharing • One 1-hour kickoff meeting with all Participating and deliverables reviews throughout the project. This Agencies (PA). will include secure folders for MWDOC and each PA, • One 1:1 meeting with each individual PAs for UWMP. as well as an open shared folder. All raw data, UWMP • 30-minute biweekly check-in meetings with spreadsheets, meeting materials, and UWMP document MWDOC's PM. files will be stored in their respective folders. • 30 minute biweekly consultant team check-in
Key Assumptions
meetings.
• All meetings will be virtual.
Task 1B - Invoicing and Progress Reporting • 11-month project duration (8/1/2025 - 7/1/2026).
This task includes invoicing and creating monthly • Up to 20 bi-weekly check-in calls with MWDOC, progress reports to describe accomplishments for considering holidays and review times. the month and activities planned for the next month. • MWDOC will provide a contact list of all team Invoices will include a budget tracker table that provides members from MWDOC and the PAs that need budget spent, budget remaining, and percent complete access to the SharePoint Site. by PA and for the overall project.
Key Deliverables
Task 1C - Quality Control • Meeting agenda, PowerPoint presentation, and notes for both kickoff meetings (2x).
Carollo will follow a rigorous quality control process.
Before the project begins, the project manager will • Meeting agenda and summary of action items for prepare a project checklist. The checklist outlines each 1:1 meeting with the PAs. key project steps and guides the team on quality • Monthly invoice, budget tracker, and progress management requirements. The checklist helps confirm report (11). that the project follows our quality management • Master Action and Decision Item log with ongoing procedures. updates.
As a minimum, quality management milestones are: Task 2: Data Collection and • Work Plan. A work plan will be developed to Information Review establish the work sequence effort, when work Carollo will make use of the 2020 UWMPs, where needs to occur within the project schedule, meeting possible. Carollo will access the 2020 UWMPs and times, discussion topics at the meetings, key previous water loss audits and Urban Water Use decisions that need to be made, and the project Objective Reports from the DWR's Water Use Efficiency PREPARATION FOR ORANGE COUNTY WATER AGENCIES deliverables. MWDOC / 2025 URBAN WATER MANAGEMENT PLAN
(WUE) Data Portal website. Carollo will also request the • Project Management Plan (PMP). The PMP will following documents from MWDOC for review:
include lines of communication, schedule, scope,
budget, staffing plan, and special requirements. • Metropolitan's 2025 UWMP draft.
The project management plan will be distributed to • 2025 Orange County Water Agencies Demand Forecast by agency.
CAROLLO / PROPOSAL / JULY 2025 15
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B C. PROJECT APPROACH AND SCOPE OF WORK
• 2025 Orange County Water Agencies Demand requirements. Carollo will address the comments to Forecast Technical Memorandum. the satisfaction of the PA and DWR within 3 months of • MWDOC's 2022 The Economic Impacts of Water receiving comments from DWR.
Shortages on Orange County Report.
• 2025 Orange County Water and Wastewater Multi- Task 3A - Draft UWMP Jurisdictional Local Hazard Mitigation Plan (MJHMP) • Carollo will prepare the Draft 2025 UWMP including with each PA's annex. all necessary appendices and DWR tables for • MWDOC's water use efficiency programs MWDOC and each PA and relevant agencies for information, including activities related to Making review and comment.
Conservation a California Way of Life framework and • Carollo will complete the DWR UWMP Preparation Urban Water Use Objective compliance approaches. Checklist for MWDOC and each PA. • MWDOC's water loss control programs information, • Carollo will submit the Draft UWMP in native format including leak detection activities summaries for (MS Word) via posting on the project SharePoint Site. each PA that participates in this program.
Task 3B - Final Draft UWMP
Key Assumptions
• MWDOC will provide the following files in native • Carollo will address all the comments received on format for both MWDOC and all PAs: Draft 2025 UWMP, appendices and DWR tables to prepare the Final Draft 2025 UWMP.
» 2020 UWMP report files in MS Word.
• Carollo will submit two versions of the Final Draft
» 2020 UWMP tables in MS Excel. UWMP in native MS Word format (one with track » 2020 WSCP report files in Word changes and one clean copy with all changes » 2020 WSCP tables in MS Excel (if optional accepted).
updates are requested). • Carollo will create a consolidated PDF document » 2025 UWMP demand forecasts in MS Excel of the Final Draft UWMP and corresponding (prepared by Hazen and Sawyer). attachments for public comment. • Native 2020 UWMP and WSCP files will be provided Key Assumptions within 1 month of the NTP.
• Comments on the Draft and Final Draft UWMPs will
• Carollo will access relevant Orange County Water be provided within 15 working days.
District (OCWD) documents available through the
• MWDOC and each PA will provide consolidated
OCWD website. For any documents and information
comments in one single document using track
not available on the OCWD website, Carollo will
changes in the native Word files.
include those in the data request to MWDOC
• All deliverables will be submitted in electronic format • Carollo will request additional PA-specific documents only via posting on the project SharePoint Site.
e.g., Water Master Plans, Recycled Water Master
Plans, I lazard Mitigation Plans, etc. from the PAs to Comments from DWR will be addressed outside the support the preparation of the 2025 UMPs. 11-month project window.
Key Deliverables Key Deliverables
• Prioritized Data Request matrix in Excel with updates. • Draft 2025 UWMP. • Final Draft 2025 UWMPs.
Task 3: Draft and Final Draft 2025 UWMP
Carollo will write and format all sections of the 2025 Task 4: Final 2025 UWMP UMPs in accordance with the CWC requirements As part of this task, Carollo will incorporate public following the guidance from DWR's 2025 UWMP comments received during the public hearing process, Guidebook once released. This includes preparation of and as approved and instructed by the respective PA. PREPARATION FOR ORANGE COUNTY WATER AGENCIES the reports that will allow easy uploading to DWR in the Carollo then will prepare the Final 2025 UWMP for MWDOC / 2025 URBAN WATER MANAGEMENT PLAN required electronic format. MWDOC and all PAs with the inclusion of Adoption Notices. A consolidated PDF of the Final UWMP will all
Carollo will respond/revise the 2025 UWMP in case
appendices, along with the native files will be uploaded DWR considers the submittal to be non-compliant with to the SharePoint Site such that MWDOC and PAs can the Guidebook requirements and Carollo was provided complete submittal to DWR. with the necessary information to meet the Guidebook
CAROLLO / PROPOSAL / JULY 2025 16
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B C. PROJECT APPROACH AND SCOPE OF WORK
Key Assumptions purposes, this effort is limited to approximately 20 extra • MWDOC and all PAs will each coordinate their Public labor hours and up to $5,000 per Plan.
Hearings and subsequently gather and consolidate
any public comments received. Optional Task 4A: Ripple Effects (Option A) • Carollo will receive one consolidated electronic copy This task would provide additional budget to process of all public comments that must be incorporated minor changes that might arise from Metropolitan or within 2 weeks of the public hearing and no later other new/changed data sources after completion of than June 1, 2026. the Draft UWMP that would require changes that ripple through multiple tables and/or chapters. For budgeting
Key Deliverables
purposes, this effort is limited to approximately 10 hours • Final 2025 UWMPS. and $2,500 per Plan.
Optional Services
Optional Task 4B: Ripple Effects (Option B)
MWDOC and PAs may opt to have any of the following
services in addition to those described under Tasks 1 This task would provide additional budget to process through 4. more extensive changes that might arise from Metropolitan or other new/changed data sources after
completion of the Draft UWMP that would require
Optional Task 1: In-Person Individual Meetings
changes that ripple through multiple tables and/or
Carollo will schedule and attend individual in-person chapters. For budgeting purposes, this effort is limited meetings with MWDOC and/or PAs. It is assumed that to approximately 20 hours. these meetings would not exceed 1 hour in duration.
The fee estimate for this task represents one (1) extra Optional Task 5A: Water Shortage meeting. MWDOC and/or PA(s) may elect to add
Contingency Plan Revision (Option A)
multiple additional in-person meetings.
This task can be utilized by PAs who decide to
Optional Task 2: Additional Virtual 1:1 Meetings republish their 2020 WSCP by modifying the shortage levels and associated actions, consistent
Carollo will attend one extra virtual 1:1 meeting of with Chapter 8 of the 2025 UWMP. This task does up to 1 hour with MWDOC and/or PAs. It is assumed not include any WSCP modifications triggered by that these meetings would take place during the changes in water supplies, MET's shortage triggers, preparation of the Final Draft UWMPs. The fee estimate Hazard Mitigation Plans, Climate Action Plans, and/ for this task represents one (1) extra virtual meeting. or Communication Plans. The 1:1 meeting with the PA MWDOC and/or PA(s) may elect to add multiple included in Task 1 will be used to discuss the changes additional virtual meetings. in shortage levels and actions with the PA. Optional Task 01 or 02 can be utilized if additional meetings with Optional Task 3A: Additional the PA are warranted to complete this optional task.
Coordination (Option A)
Optional Task 5B: Water Shortage
This task can be utilized to accommodate some
additional coordination effort required for agencies that Contingency Plan Revision (Option B) have complicated arrangements, limited staff, and/or This task can be utilized by PAs who decide to only competing interests. For budgeting purposes, this effort make moderate updates to their 2020 WSCP by is limited to approximately 10 extra labor hours and up modifying the shortage levels and associated actions, to $2,500 per Plan. consistent with Chapter 8 of the 2025 UWMP. In addition, changes in Hazard Mitigation Plans, Climate
Optional Task 3B: Additional Action Plans, and/or Communication Plans will be Coordination (Option B) incorporated in the updated WSCP. Up to one (1) PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWDOC / 2025 URBAN WATER MANAGEMENT PLAN
additional virtual 1:1 meetings of up to 1 hour will be held This task can be utilized to accommodate more to discuss the content change with the PA. extensive additional coordination effort required for
agencies that have complicated arrangements, limited
staff, and/or competing interests. For budgeting
CAROLLO / PROPOSAL / JULY 2025 17
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B C. PROJECT APPROACH AND SCOPE OF WORK
Optional Task 5C: Water Shortage at the meeting where the 2025 UWMP is on the Contingency Plan Revision (Option C) agenda for adoption. The fee estimate for this task represents one (1) public hearing.
This task can be utilized by PAs who decide to make
significant updates to their 2020 WSCP to incorporate Optional Task 9: DWR Submittal changes in water supplies, MET's shortage triggers,
Hazard Mitigation Plans, Climate Action Plans, and/ Carollo will submit the 2025 UWMP data to the DWR or Communication Plans. As part of this task, the WUE Portal online.
Carollo team will revise the 2020 WSCP and revisit the
6 shortage levels or other requirements as defined Optional Task 10A: 2025 UWMP 5 Hard Copies in the draft guidebook tables and consistent with
Chapter 8 of the 2025 UWMP. Up to two (2) additional Carollo will print and deliver up to 5 hard copies of the virtual 1:1 meetings of up to 1 hour will be held to discuss 2025 UWMP with appendices. the content change with the PA.
Optional Task 10B: 2025 UWMP 10 Hard Copies
Optional Task 6: Adoption Process Support Carollo will print and deliver up to 10 hard copies of the For PAs who elect this optional task, Carollo will 2025 UWMP with appendices. coordinate and prepare up to five (5) notifications for the circulation of the Final Draft UWMP that can be Optional Task 11A: Incorporate circulated to the public, cities, and county. In addition, Climate Impacts (Option A) Carollo will prepare the resolution for 2025 UWMP
Adoption. Carollo will review how climate change impacts were considered in the 2025 UWMP demand
forecast developed by another consultant and
Optional Task 7A: Management/Board/
make recommendations for potentially more/less
Public Hearing Presentation Template conservative demand forecasting adjustments for Carollo will prepare a PowerPoint presentation template normal, dry, and/or wet years using AWWA's guidebook that can easily be populated with content from the "Incorporating Climate Change Impacts into Demand Final Draft 2025 UWMP by MWDOC or PA to conduct Forecasting" (AWWA, 2025). It is assumed that this a 10-minute/10-15 slide presentation to their Executive optional task would be elected by MWDOC and/or Management, Board of Directors, or General Public. PA(s) at the project kickoff to avoid ripple effects. The Only one (1) template will be prepared that can by 1:1 meeting included in Task 1 would be used to discuss used by all agencies with clear placeholders on where and decide on potential modifications of the demand to change the agency name, logo, and which tables/ forecast numbers provided at the start of the project. charts/content to replace on each slide.
Optional Task 11B: Incorporate
Optional Task 7B: Management/Board/ Climate Impacts (Option B) Public Hearing Presentation Carollo will incorporate climate change impacts in the Carollo will utilize the template prepared as part of supply availability consistent with the assumptions Optional Task 7A to prepare a 10-minute PowerPoint and findings of MWDOC's Water Reliability Study, presentation that summarizes the 2025 UWMP and that specifically as it pertains to projected imported water can be used by MWDOC or PA to present the report availability under single dry and multiple dry year to their Executive Management, Board of Directors, or conditions. The 1:1 meeting included in Task 1 would be General Public. As desired, Carollo will either present used to discuss and decide on potential modifications at, or only attend, one Management/Board/Public of the demand forecast numbers provided at the start Hearing meeting as part of Optional Task 08. of the project.
PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWCOC / 2025 URBAN WATER MANAGEMENT PLAN Optional Task 8: Public Hearing Meeting
As part of this task, Carollo would attend the 2025
UWMP Public Hearing to provide backup and answer
any questions at the end of the public hearing process
CAROLLO / PROPOSAL / JULY 2025 18
Docusign Envelope ID: 7100A28F-12t9-406F-AFC1-89EA2643B168 D. Project Schedule
Project Schedule 2025
Task Name
Meeting the aggressive project schedule of
1 months is one of the key project challenges. Project Management Our team has completed many complex Kickoff and PA meetings Kickoff with Kickoff with PAs planning efforts with multi-agency coordination PM Check-in Calls with MWDOC MWDOC A of similar and larger scope/scale successfully Invoicing and Progress Reporting le under tight schedules. With the specialty Quality Cortrol expertise and availability of our team, we Project Management Plan Data Management and Orçanization
are committed to completing the final 2025 Data Collection and Infornation Review UMPs by June 12, 2026 such that there Data from MWDOC/OCWD LEGEND
ample time for submittal to DWR by the Data from Bie
deadline of July 1, 2026. Work by the Carolio Team
Draft and Final Draft UWNP Data Gathering/Reviens by MWDOC/PAS Draft UWMP t1 Meetings with PAs
The proposed project schedule is based on our
30-day Public Revierlagency Review
project understanding and a contract award by Group 1 Agencies kickoff meetings August 1, 2025 as noted in the RFP. The work Group 2 Agencies 14 PM Check-in Calls with MWDOC effort to be completed by the Carolo team is Group 3 Agencies Invoice number shown in blue bars, while the MWDOC and Group 4 Agencies Deliverables to MWDO: and PAs
participating agencies (PAs) reviews are shown Final Draft UWMP in orange. All key deliverables are shown with MWDOC
white (draft) and dark blue (final) do:s. Group 1 Agencies Group 2 Agencies
The project schedule aligns with the work plan, Group 3 Agencies our approach, and meets the timeline listed in Group 4 Agencies the RFP. This schedule is based on the following Final 2025UWMP key assumptions: MIDOC
Group 1 Agencies
• The project kick-off meeting with MWDOC is Group 2 Agencies held in the week of August 8, 2025. Group 3 Agencies
• The project kick-off meeting with the PAs is Group 4 Agencies held in the week of September 5. 5 Optional Tisks
In-Person irdividual Meetings
• The virtual bi-weekly PM meetings with 02 Second Virtual 1:1 Meeting MWDOC will be held starting in the week of 03 Additional Coordination August 22, 2025 through the week of Incorporating Ripple Effects June 19. 2026. Water Shortage Contingency Plan Revisions • The one-on-one meetings with the PAs will MWDOC
be completed within a 3-week period, with Group 1 Agencies DWR Submittal 1-hour time slots per PA. Group 2 Agencies
Group 3 Agencies
• MWDOC and PA staff will review all Group 4 Agencies
deliverables within 2 weeks. 06 Adoption Process Support • All project meetings will be scheduled at the Prepare Public Hearing Presentations start of the project and take place virtually 08 Public Hearng Meetings using MS Teams (or similar), unless in-person 09 DWR Submitals DENPARATION SOR ORANGS COUNTY WATER AGER RO WDUCT 202S URBAN WATEK MANAGEMENE PLAN meetings are requested by MWDOC and PAs 01C 2025 UWMP Hard Copies 011 Incorporate Climate Impact
as part of the optional tasks.
252 0:200052
CAROLLO / PROPOSAL / MAY 2025
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B E. Fee Schedule
Fee Proposal
The Fee Proposal presented herein is based on our • All meetings will take place virtually using MS current understanding of the anticipated Guidebook Teams or similar platform, except for in-person Changes presented in the project understanding meetings included in Optional Task 1. (page 10) and the scope of work presented on pages • To streamline data gathering and deliverable 15-18. It should be noted that although this is not a production, all PAs will be known at the kickoff technically challenging project, the combined effort meeting with MWDOC. is still an extensive undertaking. This project will
• The virtual/in-person 1:1 coordination meetings with
involve a lot of coordination with 201 agencies and
each of the PAs do not exceed 1 hour.
3 versions of each UWMP with quality control of all
60+ plans to ensure accuracy and consistency. Our • The virtual 1:1 coordination calls will take place fee proposal reflects the necessary effort to ensure in designated meeting blocks of 4 hours each. smooth approval of the 2025 UWMPs by DWR, such MWDOC will coordinate with the PAs to get all that MWDOC and all Participating Agencies (PAs) virtual and/or in-person meetings scheduled maintain full eligibility for state grants and loans. • The PAs will deliver all requested data using the Any significant changes incorporated in the Final data gathering template (in Excel) provided via the 2025 UWMP Guidebook and/or requests to include secure project SharePoint site, setup and hosted optional tables, could require a change in the level of effort and budget. We look forward to the opportunity All deliverables will be delivered electronically. to negotiate these changes upon notice of selection Comments will be returned as a compiled set of and release of the Final Guidebook.
consolidated comments using track changes on
The table shown below summarizes our estimated word documents and the comment response log costs to complete the 2025 UWMPs by agency group spreadsheet template provided by Carollo as requested in the RFP. A detailed fee estimate with • The optional tables and/or task items included a breakdown of labor hours by task, subtask, and in the Scope of Work can be added individually team member is provided on the next page. by each PA as desired, and/or modified or supplemented with other optional task ideas as
Our key assumptions that affect our labor estimate desired by MWDOC and the PAs. for this cost proposal include:
• Printing of hard copy UWMPs are estimated to cost
• 11-month duration. $250 each, including shipping.
• 22 biweekly project management calls of
½ hour duration.
FEE SUMMARY PROPOSAL - COST PER CATEGORY OF UWMP
Minimum of More than
UWMP Category 15 Agencies 20 Agencies
MWDOC $74,727
Group 1 - OCWD Groundwater Agencies $41,488 $40,433
Group 2 - OCWD Groundwater Agencies with Recycled Water $44,637 $43,582 PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWCOC / 2025 URBAN WATER MANAGEMENT PLAN
Group 3 - South Orange County Agencies with Recycled Water $47,251 $46,196 Group 4 - South Orange County Agencies without Recycled Water $42,369 $41,314 Group 5 - Non-OCWD North County Groundwater Basin Agencies $47,251 $46,196 CAROLLO / PROPOSAL / JULY 2025 20
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B
CHEDULE
CAROLLO ENGINEERS CĐM SMITH ADDAUS WATER MANAGEMENT OTHER DIRECT COSTS eweslaim abul Paddy peal das
.303d
Task Description
Hourly Fates (Shr) $350 $225 00 534C 1240 $240 $165 $165 $15.00 Task 1 - Project Management $3,000 $70,901
Kickolf with MWDOC SO O $195 $229 $3,934
Kickoff with oil PAs $195 $237 $4.107
1:1 Meeting with Individual PAs
DUNEESO
Internol Biweekly Meetings $15,413
Biweekly PM Checkins with MWDOC 5330 $6.655
Task 1B- Invoicing and Progress Reporting $420 $19,009
Task 1C - Quality Control per JWMP $128 $2,628
Task: 1D - Data Management and Organization $1.245 $18.295 Task: 2 - Data Collection and Review (per UWVIP) $120 $162 $2.742 Task 3 - Draft and Final UWMP - MWDOC $1,047 $2,160 $3,207 $53,447 o C
Develop Pilot Template $267 $1,350 $1,517 $25,057
Task 3A - Draft UWMP NNNO $18,546
Task 3B - Final Draft UWMP 90÷9
$9,845
Task 3 - Draft and Final UWMP - Group 1 Agencies $20,735 Task 3A - Draft UWMP $13.305
Task 3B - Final Draft UWMP $7.431
51.304
Task 3 - Draft and Final UWMP - Group 2 Agencies $23.884 Task 3A - Draft UWMP $875 $15,315
Task 3B - Final Draft UWMP $489 $8,569
Task 3 - Draft and Final UWMF - Group 3 Agencies $26,498 Task 3A - Draft UWMP $17.058
Fask 3B - Final Draft UWMP 59,441
Task 3 - Draft and Final UWMF - Group 4 Agencies $21,616 Task 3A - Drat UWMP $13,963
Task 3B - Final Draft UWMP $7,653
Task: 3- Draft and Final UWMF - Group 5 Agencies NO 10 $26,498 Task 3A - Draft UWMP $17,058
Task 3B - Final Draft UWMP $9,441
Task 4 - Final 2025 UWMP - MNDOC NNGNNANNNNN GNDGNNNNNNN @ up $7,778 Task 4 - Final 2025 UWMP - Goup 1 Agencies CNNNNNNN TNNNNNNN $6,196 task 4 - Final 2025 UWMP - Group 2 Agencies .o•oo
Task 4 - Final 2025 UWMP - Group 3 Agencies
Task 4 - Final 2025 UWMP - Gioup 4 Agencies
Task 4 - Final 2025 UWIMP - Gioup 5 Agencies $270 5376 $6,19G ODEs include $15.00 per lobor hour Project Equipment and Communicotion Expense PECE) PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWDOC / 2025 URBAN WATER MANAGEMENT PLAN CAROLLO / PROPOSAL / JULY 2025
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B E. FEE SCHEDULE
CAROLLO ENGINEERS- MADDAUS WATER MANAGEMENT OTHER DIRECT COSTS TOTALS:
Hoddns poddns •303d
Task Description
Optional Tasks
Task O1: In-Person Individual Meetings (S/mic) $150 $100 $2,700 Task 02: Additional Virtual 1:1Meeting
Task 03A: Additional Coordination (Option A) $172 $2,500 Task 038: Additional Coordination (Option B) $290 $5,000 Task O4A: Incorporating Ripple Effects (Option A) $105 $145 $2,500 Task 04B: Incorporating Ripple Effects (Option B) $270 $335 $5.495 Task 05A: WSCP Revision (Option A) $140 150 $290 $4,865 Task 05B: WSCP Revision (Option B) $295 $445 $8,120
Task 05C: WSCP Revision (Option C) $573 $240 $813 $15,643 Task 06: Adoption Process Support $150 $150 $2.450
2 ~ $1.755
Task 07A: Public Hearing Presentation Tempiste $105 $105 Task 07B: Management/Board/Public Hearing $75 $1.372
Presentation
Task O8: Public Hearing Meetings ($/mtg) • C
Task O9: DWR Submittal
Task 010A: 2025 UWMP 5 Had Copies ....d 299229
.... 3.7:
Task 010B: 2G25 UWMP 10 Hard Copies $2,500
Task OM1A: Incorporate Climate Impacts (Option A) $15 53.
Task O11B: Incorporate Climate Impacts Option B) 590 $6,241 •ODEs nclude $15.00 per labor hour Project Equipment ond Communication Expense (PECE) PREPARATION FOR ORANGE COUNTY WATER AGENCIES MWDOC / 2025 URBAN WATER MANAGEMENT PLAN CAROLLO / PROPOSAL / JULY 2025
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B Exhibit B-2
Cost Summary
Docusign Envelope ID: 7100A28F-1289-406F-AFC1-89EA2643B16B Exhibit B-2
Cost Summary For Development of 2025 Urban Water Management Plans Optional Tasks and Contingency Items
Budget Groupings of Agencies Base Price
founds cinate
TWO SSI paddos
5 non l 500 24cr 1365
MWDOC $74,727 80,347
OCWD Groundwater Agencies
City of Buena Park $40,433 2,500 61,185
City of Fullerton (not a part of MWDOC) A0 422 2,700 2,500 2,500 $40.433 5,495 GEES 10500
City of Garden Grove
City of La Palma $40.433
itu of Orange $40.433 663
City of Seal Beach 40422 is us us 1,372 1,5601 595
$40.433 00 17 09 07 0 09 00/0s 0s 09/07/07
City of Tustin 53
Yorba Linda Water District $40,433 2,700 8,120
City of Westminster S40.433 coin un 16,230
East Orange County Water District* 40422 1,372 10,052
$40.433 293
Serrano Water District* 540,433 2,450 1,372 1365 50.485 5 10,052 OCWD Groundwater Agencies with Recycled Water
City of Anaheim $43,582 2,700 B60 15,643 2,450 S 1,755 1,372 S 1,365 2775 88,942 15 City of Fountain Valley $43.582 860 2,500 8,120 1755 S 1,372 us es 62,004 18,422 City of Newport Beach $43,582 2 700 2,500 2,450 1272 2,525 64.614 City of Santa Ana (not a par of MWDOC) 42 582 2,700 850 s 2,500 2,500 S 15,643 2,450 1.755 1,372 S 3.385 79,672 36,090 1R Maen Alotor Dictried 543,582 49,812 6,230
South County Agencies with Recycled Water
19 City of San Clemente 1,372 S S60 58,613
Santa Margarita Water Distrct 4E10A 2500 272 1 5R0 2 285 K8 372 19177 South Coast Water District 546.195 2 500 1,755 1372 S 1,560 1,365 3,385 62,998 16.802 Trabuco Canvon Water Distict 1,365 2,525 54,291 8,095
South County Agencies without Recycled Water
Laguna Beach County Water District
Non-OCWD Groundwater Agencies
24 City of Brea S46.196 2,450 1580 62.223 13 16.027
City of La Habra 64,448 18,252
Total for All Agencies
Total $1,055,890 $ 13,500 $ 9,460 $ 10,000 $ 5,000 $ 20,000S 10990S 38,920 $ 73,080S 31,286S 26,950 ≤ 14,040 •Optional Tasks costs for EOCWD and Serrano WD are placeholder estimates only. Pending task selections from these two agencies.
Legend Status
contingecy Items Activated
Not Activated
Last updste: 8/5/2025