ITEM STATUS:
APPROVED: ☐
DENIED: ☐
TABLED: ☐
DIRECTION GIVEN: ☐
____________________________
City Clerk, Maribel Garcia
In January 2018, the Water Utility Authority issued the 2018 Water Revenue Bonds in the amount of $1,800,000. The bonds refunded the existing 2005 Water Revenue Bonds (issued through the Public Financing Authority). No additional funds were raised through the issuance of the 2018 Water Revenue Bonds. May 1, 2026 was the final debt service payment on these bonds, which have consequently matured.
The WUA was formed in June of 2009. Water revenue bonds issued prior to this date were issued through the City of Santa Fe Springs Public Financing Authority.
ANALYSIS
The report is presented for informational purposes only.
ENVIRONMENTAL
N/A
SUMMARY/NEXT STEPS
The WUA budget includes sufficient appropriations, and adequate revenues are expected to be collected to meet the debt service obligations associated with the 2013 and 2018 Water Revenue Bonds.
ATTACHMENT(S):
None
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Amber Carrillo, Interim Deputy City Clerk
SUBJECT:
APPROVAL OF MEETING MINUTES OF THE CITY COUNCIL FOR THE SPECIAL MEETING ON AUGUST 3, 2026
DATE: Tuesday, August 18, 2026, 5:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Approve the minutes as submitted.
FISCAL IMPACT
N/A
BACKGROUND
Staff have prepared minutes for the following meeting:
Council meeting of June 2, 2026
ANALYSIS
N/A
ENVIRONMENTAL
N/A
DISCUSSION
N/A
SUMMARY/NEXT STEPS
Attachments
Attachment No. 1 - August 3, 2026 Special Meeting Minutes.pdf Approved:
MINUTES OF THE AUGUST 3, 2026 SPECIAL MEETING OF THE CITY COUNCIL
CALL TO ORDER
Mayor Pro Tem Rodriguez called the meeting to order at 12:01 p.m.
ROLL CALL
Members present: Councilmembers Rounds, Mora, Martin, and Mayor Pro Tem Rodriguez Members absent: Mayor Zamora
PUBLIC COMMENTS ON AGENDA ITEMS
There was no one wishing to speak during comments.
CONSENT CALENDAR
1. ADOPTION OF RESOLUTION NO. 10033 APPROVING PARTICIPATION IN THE LOS ANGELES
URBAN COUNTY PROGRAM
1. Adopt Resolution No. 10033, approving participation in the Los Angeles Urban County Program for CDBG funds; and
2. Authorize City Manager, or designee, to sign a cooperation agreement with the County of Los Angeles
City Manager, Rene Bobadilla, provided background information regarding the Resolution, and outlined its purpose, emphasizing the benefits to the city if the resolution is approved.
It was moved by Councilmember Martin, and seconded by Councilmember Rounds, to approve the Consent Calendar, by the following vote:
Ayes: Councilmembers Rounds, Mora, Martin, and Mayor Pro Tem Rodriguez Noes: None.
Absent: Mayor Zamora
Recuse: None.
MINUTES OF THE AUGUST 3, 2026 SPECIAL CITY COUNCIL MEETING Page 2 of 2
ADJOURNMENT
Mayor Pro Tem Rodriguez adjourned the meeting at 12:07 p.m. _____________________
Annette Rodriguez
Mayor Pro Tem
ATTEST:
_____________________
Maribel Garcia Date
City Clerk
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT:
ADOPTION OF RESOLUTION NO. 10032 SUPPORTING THE NOMINATION OF CENSUS TRACT 06037504200 FOR OPPORTUNITY ZONE DESIGNATION
DATE: Tuesday, August 18, 2026, 5:00 PM
RECOMMENDATION:
It is recommended that the City Council:
1. Adopt Resolution No. 10032 supporting the nomination of Census Tract 06037504200 for Opportunity Zone designation under the next phase of the federal opportunity Zone Program; and.
2. Authorize the City Manager, or designee, to submit the Opportunity Zones 2.0 – Local Authority Recommendation Form, Resolution No. 10032, and other supporting materials to the California Governor’s Office of Business and Economic Development (“GO-Biz”) for consideration
FISCAL IMPACT
There is no direct fiscal impact associated with the adoption of this resolution.
BACKGROUND
The federal Opportunity Zone Program was established under the Tax Cuts and Jobs Act of 2017 to encourage long-term private investment, housing development, business expansion, infrastructure improvements, and job creation in economically distressed communities. The State of California is currently evaluating eligible census tracts for nomination under the next phase of the Opportunity Zone Program.
Under the revised federal eligibility criteria, Census Tract 06037504200 is the only eligible census tract within the City of Santa Fe Springs (“City”) for Opportunity Zone designation. As part of California’s nomination process, GOBiz has invited local jurisdictions to submit a Local Authority Recommendation Form and the supporting documentation demonstrating local support and the tract's readiness to attract future investment.
ANALYSIS
Census Tract 06037504200 is located within one of Southern California's most significant industrial and employment centers and contains a diverse mix of industrial, commercial, residential, and employment-generating land uses that support the City's long-term economic development objectives. The Census Tract 06037504200 contains numerous active industrial redevelopment projects, affordable housing developments, and infrastructure investment opportunities that demonstrate its continued development momentum. Affordable housing developments, including Silvercrest Residences, Little Lake Villages, Lakeland Manor, and Habitat for Humanity, support the City's Regional Housing Needs Allocation (“RHNA”) objectives, while multiple industrial modernization, manufacturing, logistics, and commercial redevelopment projects are positioned to generate new employment opportunities and strengthen the City's industrial base.
Census Tract 06037504200
The Census Tract 06037504200 is consistent with the City's economic development objectives and aligns with the Los Angeles County Jobs First Regional Plan by supporting advanced manufacturing, transportation and logistics, aerospace-related industries, professional services, housing, and infrastructure investment. Opportunity Zone designation would provide an important tool to attract private capital, support industrial modernization, encourage affordable housing preservation and development, facilitate business expansion, and advance long-term economic revitalization.
The City has also established an Enhanced Infrastructure Financing District (“EIFD”), portions of which are located within the Census Tract 06037504200, to support future infrastructure investment. An Opportunity Zone designation would complement these public investments by increasing investor confidence, improving access to long-term equity capital, and strengthening the overall financial feasibility of projects that generate measurable economic and community benefits.
The State is expected to designate approximately 25 percent of nominated census tracts. While the State has not yet released its evaluation criteria or scoring methodology, staff believes the City's nomination is competitive based on Census Tract 06037504200’s strategic location, active redevelopment pipeline, affordable housing resources, planned public investments, and strong alignment with the objectives of the Opportunity Zone Program.
Opportunity Zone designation does not approve or entitle any specific development project. Rather, it provides a federal tax incentive intended to encourage long-term private investment in qualifying projects that remain subject to all applicable federal, state, and local laws, regulations, and development review requirements.
While the State has not yet released its scoring methodology, GO-Biz has encouraged local jurisdictions to demonstrate broad community and regional support as part of the nomination process. The City has already prepared the required nomination materials, including the Opportunity Zones 2.0 Local Authority Recommendation Form and Governor request letter, and staff believes the proposed nomination package presents a strong and competitive application for Census Tract 06037504200.
ENVIRONMENTAL
This item not subject to review pursuant to the California Environmental Quality Act (“CEQA”) (Pub. Res. Code § 21000 et seq.) because it does not constitute a “project” as defined by CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) Section 15378 and is therefore exempt pursuant to CEQA Guidelines Section 15060(c)(3). The proposed action does not approve or otherwise result in an activity that is reasonably foreseeable to result in an environmental impact
DISCUSSION
N/A
SUMMARY/NEXT STEPS
Staff recommends that the City Council adopt Resolution No. 10032 supporting the nomination of Census Tract 06037504200 as an Opportunity Zone.
If approved, staff will submit the Opportunity Zones 2.0 Local Authority Recommendation Form, Resolution No. 10032, Governor request letter, and supporting materials to GO-Biz for consideration.
Additionally, if City Council adopts Resolution No. 10032, staff will continue coordinating with developers, property owners, business organizations, and elected officials to obtain letters of support demonstrating broad community and regional support for the nomination and will provide any supplemental information requested during the State's review process.
Attachments
Attachment No. 1 - Resolution No. 10032
Attachment No. 2 - Letter to Governor Gavin Newsom
Attachment No. 3 - Opportunity Zone CIP MAP
APPROVED:
ITEM NO.:
RESOLUTION NO. 10032
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS SUPPORTING THE NOMINATION OF CENSUS TRACT 06037504200 FOR
OPPORTUNITY ZONE DESIGNATION
WHEREAS, the Opportunity Zone Program was established under the federal Tax Cuts and Jobs Act of 2017 to encourage long-term private investment, housing development, business growth, infrastructure improvements, and job creation in economically distressed communities; and
WHEREAS, the next generation of the Opportunity Zone program, commonly referred to as Opportunity Zone 2.0, is expected to include a new designation process, updated eligibility criteria, and a more competitive selection framework for census tract designation; and
WHEREAS, under the revised federal eligibility criteria, Census Tract 06037504200 (“Tract”) is the only eligible census tract within the City of Santa Fe Springs (“City”) for Opportunity Zone designation; and
WHEREAS the Tract is located within one of Southern California's most significant industrial and employment centers and contains a diverse mix of industrial, commercial, residential, and employment-generating land uses that support the City's long-term economic development objectives; and
WHEREAS the Tract contains numerous active industrial redevelopment projects, affordable housing developments, and infrastructure investment opportunities that demonstrate continued development momentum; and
WHEREAS, the Tract is consistent with the City's economic development objectives and aligns with the Los Angeles County Jobs First Regional Plan by supporting advanced manufacturing, transportation and logistics, aerospace-related industries, professional services, housing, infrastructure investment, and employment-generating uses; and
WHEREAS, the City has commenced the process to establish an Enhanced Infrastructure Financing District (“EIFD”), portions of which are located within the Tract, to support future infrastructure investment, and Opportunity Zone designation would complement these public investments by increasing investor confidence, improving access to long-term equity capital, and strengthening the overall financial feasibility of development projects; and
WHEREAS, the Opportunity Zone designation would provide an important economic development tool to attract private capital, support industrial modernization, encourage affordable housing preservation and development, facilitate business APPROVED:
ITEM NO.:
2 expansion, create jobs, and advance long-term economic revitalization within the City; and
WHEREAS, the City Council finds that supporting the nomination of the Tract is consistent with the City’s long-term economic development objectives and will strengthen the City’s efforts to attract private investment and promote sustainable economic growth.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS: that the City Council of the City of Santa Fe Springs does hereby finds, determines, declares, order, and resolves as follows:
SECTION 1. That the Recitals set forth above are true and correct and incorporated, in full, into this Resolution.
SECTION 2. This item not subject to review pursuant to the California Environmental Quality Act (“CEQA”) (Pub. Res. Code § 21000 et seq.) because it does not constitute a “project” as defined by CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) Section 15378 and is therefore exempt pursuant to CEQA Guidelines Section 15060(c)(3). The proposed action does not approve or otherwise result in an activity that is reasonably foreseeable to result in an environmental impact SECTION 3. The City Council hereby formally expresses its support for the nomination of Census Tract 06037504200 for designation as an Opportunity Zone under the next phase of the federal Opportunity Zone Program.
SECTION 4. The City Manager, or designee, is hereby authorized and directed to submit the Opportunity Zones 2.0 Local Authority Recommendation Form, this Resolution, and other supporting nomination materials to GO-Biz, the Office of the Governor, and any other agencies deemed appropriate in support of the City's nomination.
PASSED, APPROVED and ADOPTED this 18th day of August 2026 by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
Joe Angel Zamora, Mayor
ATTEST:
APPROVED:
ITEM NO.:
3 _________________________
Maribel Garcia, City Clerk
July 27, 2026
The Honorable Gavin Newsom
Governor of California
1021 O Street, Suite 9000
Sacramento, CA 95814
Re: Request for Nomination of Census Tract 06037504200 for Opportunity Zone Designation in the City of Santa Fe Springs
Dear Governor Newsom:
The City of Santa Fe Springs respectfully submits this request for your consideration in connection with California's nomination of census tracts for the next round of Opportunity Zone designations.
Specifically, the City requests that Census Tract 06037504200 be nominated, or otherwise prioritized, for Opportunity Zone designation. Although Santa Fe Springs did not receive a designated Opportunity Zone under the original program, the tract now qualifies under the revised criteria and presents an opportunity to attract private investment supporting affordable housing preservation, industrial modernization, infrastructure improvements, and long-term economic growth.
Santa Fe Springs is a major industrial and employment center in southeastern Los Angeles County. The City is home to more than 3,000 businesses and approximately 55 million square feet of industrial and manufacturing space, making it one of Southern California's most productive employment centers.
Strategically located at the intersection of Interstate 5, Interstate 605, and Interstate 105, and within close proximity to the Ports of Los Angeles and Long Beach, Santa Fe Springs connects businesses to local, national, and global markets.
The City's economy is powered by advanced manufacturing, logistics, food production, aerospace, construction trades, and professional services, supported by a skilled daytime workforce of more than 30,000 employees. Modern infrastructure protected industrial zoning, and business-focused leadership have helped sustain economic activity within the city. However, continued reinvestment is necessary to ensure that older industrial and commercial areas remain competitive and capable of supporting modern business operations and future economic growth.
Census Tract 06037504200 is well aligned with the Los Angeles County Jobs First Regional Plan's target sectors because it contains industrial and employment-generating land that supports advanced manufacturing, transportation and logistics, retail trade, and industrial modernization activities that are critical to regional economic competitiveness. Opportunity Zone designation would help attract investment that advances the Regional Plan's goals of creating quality jobs, strengthening key industry sectors, and promoting equitable economic development.
At the same time, Census Tract 06037504200 exhibits demographic and economic characteristics that demonstrate a need for additional investment. The tract is home to approximately 7,320 residents and has a median household income of approximately $64,554. Approximately 22.7 percent of residents live below the federal poverty level, while the unemployment rate is approximately 5.1 percent. Housing affordability remains a significant challenge, with approximately 34.6 percent of renter households experiencing severe rent burden and a homeownership rate of only 31.9 percent. These indicators demonstrate that despite the tract's strategic location within a major employment center, many residents continue to face economic and housing-related challenges that could be addressed through increased investment and economic opportunity.
According to the American Community Survey 2020–2024 estimates, the tract's resident workforce is concentrated in industries that support the regional economy, including education, healthcare, and social assistance (28.8%), manufacturing (11.7%), retail trade (9.5%), professional and administrative services (9.0%), accommodation and food services (8.9%), construction (6.5%), and transportation and warehousing (6.5%). Occupationally, the workforce includes management, business, science, and arts occupations (28.4%), service occupations (23.8%), production, transportation, and material-moving occupations (20.3%), sales and office occupations (18.3%), and construction and maintenance occupations (9.2%). These workforce characteristics reflect a diverse labor force that is well positioned to support future investment, job creation, and economic growth. The tract also serves as an important employment center within southeastern Los Angeles County, supporting approximately 30,632 jobs located within the census tract according to U.S. Census Bureau LEHD employment data.
The tract has also demonstrated its ability to leverage investment to support housing affordability and community development. Affordable housing projects located within the tract, including Silvercrest Residences, Little Lake Villages, and Lakeland Manor, provide approximately 190 deed-restricted affordable housing units. These developments support the City's Regional Housing Needs Allocation (RHNA) objectives and demonstrate the tract's capacity to translate public and private investment into tangible community benefits.
Looking forward, the City has identified opportunities within Census Tract 06037504200 for industrial modernization, commercial redevelopment, infrastructure investment, affordable housing preservation, and employment-generating projects. These opportunities have the potential to create jobs, increase local tax revenues, strengthen the industrial base, and support long-term economic growth. Opportunity Zone designation would enhance the City's ability to attract private investment and encourage redevelopment that aligns with both local economic development goals and regional priorities.
The maps below illustrate the census tracts currently eligible for Opportunity Zone designation within Santa Fe Springs.
Figure 1. Original Opportunity Zone Map in
Santa Fe Springs
Figure 2. Eligible Census Tracts for Opportunity
Zone Designation
Alignment with California Opportunity Zone Priorities
The City believes Census Tract 06037504200 satisfies several of the State's priority considerations for Opportunity Zone nominations, as summarized below.
State Priority
Criterion
Census Tract 06037504200
Advancing California
Jobs First / Statewide
Economic Blueprint
Meets – The Census Tract is well aligned with the Los Angeles County Jobs First Regional Plan’s target sectors because Santa Fe Springs’ economy is anchored by advanced manufacturing, logistics, aerospace, construction trades, and professional services, while ACS 2020–2024 data shows the tract’s resident workforce is concentrated in complementary industries, including education/healthcare/social assistance, manufacturing, retail trade, professional and administrative services, accommodation/food services, construction, and transportation/warehousing.
Attracting Private
Investment in
affordable housing
Meets – The tract has already served as a location for significant affordable housing investment, including approximately 190 deedrestricted affordable housing units across Silvercrest Residences, Little Lake Villages, and Lakeland Manor. This existing housing base demonstrates the tract's capacity to leverage public and private investment to advance housing affordability goals (source).
Inclusion of "ShovelReady" SitesMeets – Some examples of shovel-ready projects (source). • Center Point (WDI Site) – A 216,500-square-foot industrial redevelopment project involving parcel consolidation and specific plan amendments to accommodate modern logistics operations.
• Florence Business Park – Two new industrial buildings totaling approximately 144,700 square feet, designed to expand
industrial capacity and employment opportunities.
• Duke Realty Lakeland Road LP – Construction of a 185,450- square-foot industrial facility supporting manufacturing and logistics uses.
• Greenleaf XC LLC – Development of a 57,489-square-foot industrial building following parcel consolidation.
• NEC Freeman Avenue & Telegraph Road and Tall Properties LLC – Smaller industrial projects that demonstrate continued demand for industrial reinvestment.
• Brenntag Pacific, Inc. – Expansion and replacement of chemical storage infrastructure to improve operational
efficiency and modernize an existing industrial facility. • Habitat for Humanity – Development of 18 affordable for-sale housing units, helping address local housing needs and
expanding homeownership opportunities for lower-income
households.
Public Investment
(Demonstrated or
Planned)
Meets – City adopted Enhanced Infrastructure Financing District (EIFD) on February 4, 2026. Some EIFD parcels are within the Census Tract (source).
For these reasons, the City of Santa Fe Springs respectfully requests that your office nominate, or prioritize for nomination, Census Tract 06037504200 as an Opportunity Zone. The tract presents a unique opportunity to direct private investment toward an area that demonstrates both economic potential and measurable community need, and designation would provide an important tool to attract capital, support industrial reinvestment, preserve affordable housing, strengthen employment opportunities, and advance economic mobility, housing stability, business growth, and long-term community revitalization.
Thank you for your time and consideration of this request. The City would welcome the opportunity to provide any additional information that may assist your office in evaluating California's nominations.
Should you have any questions, please do not hesitate to reach my office via [email protected].
Respectfully submitted,
Rene Bobadilla
City Manager
City of Santa Fe Springs
Measure SFS (Phase 1) Remaining Streets within existing "Truck Traffic Impact Report" (2021) LAKELAND RD TELEGRAPH RD IMPERIAL HWY NORWALK BLVD
UNION PACIFIC RR PIONEER BLVD CARMENITA RD
GREENLEAF AVE
SANTA FE SPRINGS RD BLOOMFILED AVE SHOEMAKER AVE GREENSTONE AVE PAINTER AVE
LOS NIETOS RD SPRINGDALE AVE FOREST ST
CLARK ST
SANDOVAL ST
PARK ST FLORES ST
SANDOVAL ST LAUREL AVE #1072
#531 #1070 #1071 #589 #530 #532 PATTERSON PL #647
#699 #700#715 #713 #662 #529 #588
#474#442 #472
#444
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#381 #1067 #1068
#320
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#287 #232
#180
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#292 #318 #342
#432
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#722 #719 #718 #737 #746
#748 #741 #747 #758
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#755 #738 #742
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#596 #618 #565 #563
#578 #617 #597
#571 #569 #568 #562 #543 #511 #512
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#634 #634 #632
#587 #516
#510
#510 #623 #621
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#764 (For Reference) Segment I.D. Number to corresponding Spreadsheet #435 #439
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#712 #635
#637 #1036
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#653 FLORENCE AVE #620
#649
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#615 #610
"Opportunity Zone" Census Map Boundary City Boundary CARMENITA RD
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT:
APPROVAL OF AMENDMENT NO. 1 TO THE PROFESSIONAL SERVICES AGREEMENT WITH EKI ENVIRONMENTAL & WATER, INC. FOR GROUNDWATER MONITORING WELL
DECOMMISSIONING AND RELATED ENVIRONMENTAL SERVICES AT THE MC&C IV SITE DATE: Tuesday, August 18, 2026, 5:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Find that approval of Amendment No. 1 to the Professional Services Agreement with EKI Environment & Water, Inc. is exempt from the requirements of the California Environmental Quality Act (CEQA) (Pub. Res.
Code § 21000 et seq.)./span>
2. Approve Amendment No. 1 to the Professional Services Agreement with EKI Environment & Water, Inc. increasing the contract amount by $25,000, for a revised not-to-exceed amount of $275,000, and authorize the Executive Director to execute the Amendment in substantially the form presented, with such minor modifications as approved by Successor Agency Counsel; and
3. Take such additional, related action as may be desirable.
FISCAL IMPACT
The original Professional Services Agreement authorized a not-to-exceed amount of $250,000 for supplemental environmental investigations at the MC&C IV Site. At the time of approval, the budget was intended to cover the work described in EKI's proposal, including labor, subcontractors, equipment, permits, waste disposal, laboratory services, and preparation of all required reports.
As the investigation progressed, additional environmental services beyond those originally anticipated became necessary to satisfy regulatory requirements and complete the investigation. These services include decommissioning groundwater monitoring wells, additional permitting and regulatory coordination, and associated field activities that exceeded the original scope and budget assumptions.
Accordingly, Staff recommends increasing the Professional Services Agreement by $25,000, resulting in a revised not-to-exceed contract amount of $275,000. Funding for this amendment is available through proceeds from the 2006 Tax Allocation Bonds previously designated for environmental due diligence activities at the MC&C IV Site.
BACKGROUND
The Successor Agency is preparing for the disposition and future redevelopment of the site commonly known as MC&C IV, located along the north side of Telegraph Road with additional frontage on Romandel Avenue in the City of Santa Fe Springs (APNs 8011-002-901, -902, -903, 8011-003-955, -956, -957, -958, -959, -960, -961, -962, -963, -964, -965, -966, -967, -968, -969, -970, -971, -972, -973, -974, -975, -976, -977, -978, and -979) ("Property"). The Site has a long history of oil and gas production and contains sixteen (16) oil and gas wells, consisting of four previously plugged and abandoned wells and twelve active or idle wells. Historical oil field operations, together with adjoining industrial uses, resulted in recognized environmental conditions requiring additional investigation to support the Site's redevelopment.
On December 2, 2025, the Successor Agency approved a Professional Services Agreement (PSA) with EKI Environment & Water, Inc. in an amount not to exceed $250,000 to perform supplemental soil, soil vapor, and groundwater investigations. As part of that work, EKI installed and sampled five groundwater monitoring wells to further characterize site conditions.
Following completion of the investigation, EKI obtained permits to decommission the groundwater monitoring wells. However, well decommissioning, well decommissioning permitting, and certain investigation-derived waste disposal activities were outside the original PSA scope. Accordingly, EKI submitted a proposal requesting a $5,000 amendment to the PSA to complete these additional services.
ANALYSIS
Following completion of the groundwater investigation, EKI determined that the temporary monitoring wells must be properly decommissioned in accordance with Los Angeles County Department of Public Health, Drinking Water Program requirements. During the original project, EKI obtained permits for abandonment of all five groundwater monitoring wells; however, well decommissioning activities and associated permitting were not completed under the original contract.
The proposed Amendment No. 1 will authorize EKI to complete these additional services, including:
reimbursement for obtaining groundwater monitoring well decommissioning permits for five monitoring wells;
decommissioning of groundwater monitoring well GW-4 in accordance with County permit requirements;
installation of a flush-mounted well monument at GW-2 to accommodate ongoing site operations; and reimbursement for investigation-derived waste (soil cuttings) container rental and disposal costs associated with the completed groundwater investigation.
These activities represent the final phase of EKI’s groundwater investigation and are necessary to properly decommission the temporary monitoring wells in accordance with permitting requirements while completing environmental due diligence for future disposition and redevelopment of the MC&C IV Site.
ENVIRONMENTAL
The proposed action is exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to Public Resources Code Section 21065 and Section 15378 of the State CEQA Guidelines because approval of the Amendment to the Professional Services Agreement is an administrative activity that does not approve any development nor result in a direct physical impact on the environment, and as such, there are no reasonably foreseeable environmental impacts at this time. Any future proposed development or construction would be subject to environmental review pursuant to CEQA. As a separate and independent basis, approval of the amendment to the Professional Services Agreement is exempt from the requirements of CEQA pursuant to CEQA Guidelines Section 15061(b)(3) (“Common Sense Exemption”), because it can be shown with certainty that there is no possibility that the action will have a significant effect on the environment. The approval of this amendment does not approve development or construction. Any further development or construction would be subject to review pursuant to CEQA. Therefore, no further action is required pursuant to CEQA.
DISCUSSION
The additional work proposed under Amendment No. 1 is a continuation of the environmental investigation previously authorized by the Successor Agency. Proper decommissioning of groundwater monitoring wells is required by the Los Angeles County Department of Public Health and represents standard environmental practice following completion of groundwater investigations. Approval of the amendment will allow EKI to complete these required regulatory activities and finalize the environmental investigation at the MC&C IV Site.
SUMMARY/NEXT STEPS
Upon approval of Amendment No. 1, staff will:
Execute the Amendment to the Professional Services Agreement.
Authorize EKI to complete groundwater monitoring well decommissioning.
Coordinate completion of regulatory reporting with the Los Angeles County Department of Public Health.
Finalize the supplemental environmental investigation and incorporate the results into the overall environmental due diligence for the MC&C IV Site.
Attachments
1. Attachment No. 1 – Amendment No. 1 to the Professional Services Agreement with EKI Environment & Water, Inc.
I. Exhibit A - Professional Services Agreement dated December 2, 2025.pdf
2. Attachment No. 2 - EKI Environment & Water, Inc.pdf
2026
FIRST AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
FOR GROUNDWATER MONITORING WELL DECOMMISSIONING AND RELATED
ENVIRONMENTAL SERVICES
(Parties: EKI Environment & Water, Inc. and Successor Agency to the Community Development Commission of the City of Santa Fe Springs) THIS FIRST AMENDMENT (hereinafter, the “First Amendment”) to that certain Professional Services Agreement dated December 2, 2025 (hereinafter, the "Agreement") by and between the Successor Agency to the Community Development Commission of the City of Santa Fe Springs (hereinafter, the "AGENCY") and EKI Environment & Water, Inc., a California corporation (hereinafter, the "CONSULTANT"), is made and entered into this 11th day of August, 2026 (hereinafter, the "Effective Date"). For purposes of this First Amendment, the capitalized term "Party" may refer to either AGENCY or CONSULTANT, individually, or collectively as the "Parties.”
RECITALS
This First Amendment is made and entered into with respect to the following facts:
WHEREAS, on December 2, 2025, the Parties entered into a Professional Services Agreement for CONSULTANT to perform supplemental soil, soil vapor, groundwater investigation, and related environmental services for the MC&C IV Property; and
WHEREAS, under the Agreement, CONSULTANT'S compensation may not exceed the aggregate sum of Two Hundred Fifty Thousand Dollars ($250,000) unless an additional amount is first approved by the AGENCY Board; and WHEREAS, the Agreement is attached and incorporated hereto as Exhibit “A”; and
WHEREAS, following completion of the groundwater investigation, CONSULTANT determined that additional services are required, including groundwater monitoring well decommissioning, permitting, installation of a flushmounted well monument, and investigation-derived waste disposal, all of which were outside the original scope of the Agreement; and
WHEREAS, CONSULTANT has submitted a proposal setting forth such additional services and requesting an additional Twenty-Five Thousand Dollars ($25,000) to complete these services; and
WHEREAS, the Parties desire to amend the Agreement to increase the compensation by Twenty-Five Thousand Dollars ($25,000), resulting in a revised not-to-exceed amount of Two Hundred Seventy-Five Thousand Dollars ($275,000) and to amend the Scope of Services; and
WHEREAS, execution of this First Amendment was approved by the Successor Agency Board at its Regular Meeting of August 18, 2026, under Agenda Item No. 10; and NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:
SECTION 1. The recitals set forth above are true, correct and are hereby incorporated by reference in full herein.
SECTION 2. The Parties agree to add to the Agreement Exhibit “C”, Scope of Work and Cost Estimate, Groundwater Monitoring Well Decommissioning (Permitting and Field Activities), Soil Cuttings Bin Rental Fees, MC&C IV Surplus Property, Santa Fe Springs, CA (EKI C50364.00), attached to this First Amendment as Exhibit “B” and incorporated herein by reference.
SECTION 2. Section 1.2 (Scope of Services) is amended as follows (unless otherwise noted, changes are shown in underline or strikethrough text):
Subject to the terms and conditions of this Agreement, CONSULTANT agrees to provide the services and tasks described in that certain proposal of CONSULTANT entitled “Scope of Work and Budget, Supplemental Investigation, MC&C IV Surplus Property, Santa Fe Springs, CA (EKI C50275.00)” dated 26 November 2025, which is attached and incorporated hereto as Exhibit “A” (hereinafter, the “SCOPE OF SERVICES”) and that certain proposal of CONSULTANT entitled Scope of Work and Cost Estimate, Groundwater Monitoring Well Decommissioning (Permitting and Field Activities), Soil Cuttings Bin Rental Fees, MC&C IV Surplus Property, Santa Fe Springs, CA (EKI C50364.00), which is attached and incorporated hereto as Exhibit “C” (hereinafter, collectively, the “SCOPE OF SERVICES”). CONSULTANT further agrees to furnish to SUCCESSOR AGENCY all labor, materials, tools, supplies, equipment, services, tasks, and incidental and customary work necessary to competently perform and timely complete the services and tasks set forth in the Scope of Services. For the purposes of this Agreement the aforementioned services and tasks set forth in the Scope of Services shall hereinafter be referred to generally by the capitalized term “Services.” In the event of any conflict or inconsistency between the provisions of the Scope of Services and the provisions of this Agreement to which the Scope of Services is attached, the provisions of this Agreement shall govern and control.
SECTION 3. Section 1.4(A) (Compensation) of the Agreement is hereby stricken and replaced with the following:
1.4 COMPENSATION
A. CONSULTANT shall perform the Services in accordance with the compensation rates and fee schedule contained in the Agreement and any approved proposals incorporated therein. Notwithstanding the foregoing, CONSULTANT'S total compensation for performance of all services under the Agreement, as amended, shall not exceed the aggregate sum of Two Hundred Seventy-Five Thousand Dollars ($275,000) (the "Not-to-Exceed Sum"), unless such additional expenditure is first approved by the AGENCY Board. In the event CONSULTANT'S charges are projected to exceed the Not-to-Exceed Sum prior to completion of the Services, AGENCY may suspend CONSULTANT'S performance pending approval of an amendment to the Agreement.
SECTION 4. The additional compensation authorized under this First Amendment shall be used to complete the following services:
• Reimbursement for obtaining groundwater monitoring well decommissioning permits for five (5) groundwater monitoring wells; • Decommissioning of groundwater monitoring well GW-4 in accordance with Los Angeles County Department of Public Health requirements; • Installation of a flush-mounted well monument at groundwater monitoring well GW-2; and
• Reimbursement for investigation-derived waste container rental and disposal costs associated with the completed groundwater investigation.
SECTION 5. Except as amended herein, all terms, conditions, and provisions of the Agreement, as amended, shall remain binding, controlling and in full force and effect.
The provisions of this First Amendment shall be deemed a part of the Agreement, as amended. Except as otherwise provided under this First Amendment, the Agreement, as amended, and all provisions contained herein, shall remain binding and enforceable. In the event of any conflict or inconsistency between the provisions of this First Amendment and the provisions of the Agreement, the provisions of this First Amendment shall govern and control, but only so far as such provisions conflict with the Agreement, as amended, and no further.
SECTION 6. The persons executing this First Amendment on behalf of the Parties warrant and represent that they have the authority to execute this First Amendment on behalf of said Parties and have the authority to bind the Parties to the provisions of this First Amendment.
SECTION 7. The Parties acknowledge and agree that execution of the First Amendment by electronic signature or electronic transmittal of signatures shall have the same effect as handwritten signatures for the purposes of validity, enforceability, and admissibility.
[SIGNATURES ON FOLLOWING PAGES]
IN WITNESS WHEREOF, the Parties hereto have caused this First Amendment to be executed as of the Effective Date, above.
SUCCESSOR AGENCY TO THE
COMMUNITY DEVELOPMENT
COMMISSION OF THE
CITY OF SANTA FE SPRINGS EKI ENVIRONMENT & WATER, INC.
__________________________ ______________________________ René Bobadilla, Executive Director Earl James, Vice President Date: ______________________ Date: _______________________ ATTEST :
__________________________
Maribel Garcia, City Clerk
APPROVED AS TO FORM:
___________________________
Rick Olivarez, Successor Agency Counsel
Exhibit “A”
[Professional Services Agreement dated December 2, 2025 on Following Pages] EXHIBIT “B”
[Scope of Work and Cost Estimate, Groundwater Monitoring Well Decommissioning (Permitting and Field Activities), Soil Cuttings Bin Rental Fees, MC&C IV Surplus Property, Santa Fe Springs, CA (EKI C50364.00) on Following Pages] 1 2025
PROFESSIONAL SERVICES AGREEMENT
(Engagement: MC&C IV Environmental Investigation)
(Parties: EKI Environment & Water, Inc. and Successor Agency to the Community Development Commission/Redevelopment Agency of the City of Santa Fe Springs) THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter, “Agreement”) is made and entered into this day of ______ 2025 (hereinafter, the “Effective Date”), by and between the Successor Agency to the Community Development Commission/Redevelopment Agency of the City of Santa Fe Springs (hereinafter, “SUCCESSOR AGENCY”) and EKI ENVIRONMENT & WATER, INC., a California corporation (hereinafter, “CONSULTANT”). For the purposes of this Agreement, SUCCESSOR AGENCY and CONSULTANT may be referred to collectively by the capitalized term “Parties.” The capitalized term “Party” may refer to SUCCESSOR AGENCY or CONSULTANT interchangeably, as appropriate.
RECITALS
WHEREAS, SUCCESSOR AGENCY is the owner of that certain real property commonly identified as “MC&C IV” located along the north side of Telegraph Road with additional frontage on Romandel Avenue in the City of Santa Fe Springs, California (APNs 8011-002-901, -902, -903, 8011-003-955, -956, -957, -958, -959, -960, -961, -962, -963, -964, -965, -966, -967, -968, -969, -970, -971, -972, -973, -974, -975, - 976, -977, -978, and -979) (“Property”); and
WHEREAS, there is a history of oil and gas operations on the Property, and the Property currently contains 16 oil and gas wells, consisting of four previously plugged and abandoned wells and 12 active or idle wells; and
WHEREAS, in February 2025, a third-party consultant prepared a Phase I Environmental Site Assessment (“Phase I”) for the Property which identified recognized environmental conditions (“RECs”), including, without limitation, the impacts of the historical oil field activities on the Property, particularly historical evidence of open-pit sumps in which crude oil was stored, and impacts to soil, soil vapor, and groundwater resulting from activities on neighboring properties; and WHEREAS, in May 2025, to address the identified RECs in the Phase I, a thirdparty consultant conducted a Phase II investigation of the Property and found elevated concentrations of benzene present in soil and soil vapor at the southeast corner of the Property, but the extent of the benzene impacts were not defined; and WHEREAS, to prepare the Property for disposition and future development, all remaining active or idle oil and gas wells on the Property must be plugged and abandoned and remediation of the environmental conditions on the Property must be completed; and 2nd December
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 2 WHEREAS, the Phase I and Phase II investigations did not define the extent of the contamination or the scope of the work needed to remediate the environmental conditions on the Property; and
WHEREAS, SUCCESSOR AGENCY requires the expertise of an environmental consultant to conduct an additional investigation at the Property to determine the extent of contamination thereon, and the estimated cost of environmental remediation work needed; and
WHEREAS, SUCCESSOR AGENCY has determined that CONSULTANT possesses the experience, skills and training necessary to competently provide such services to SUCCESSOR AGENCY; and
WHEREAS, the execution of this Agreement was approved by the SUCCESSOR AGENCY at its Regular Meeting of December 2, 2025.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions herein contained, SUCCESSOR AGENCY and CONSULTANT agree as follows:
I.
ENGAGEMENT TERMS
1.1 TERM: This Agreement shall commence on the Effective Date and expire upon the completion of Services, as defined herein (hereinafter, the “Term”). Nothing in this Section shall operate to prohibit or otherwise restrict the SUCCESSOR AGENCY’s ability to terminate this Agreement at any time for convenience or for cause as provided under Article V (Termination), below.
1.2 SCOPE OF SERVICES:
A. Subject to the terms and conditions of this Agreement, CONSULTANT agrees to provide the services and tasks described in that certain proposal of CONSULTANT entitled “Scope of Work and Budget, Supplemental Investigation, MC&C IV Surplus Property, Santa Fe Springs, CA (EKI C50275.00)” dated 26 November 2025 (hereinafter, the “SCOPE OF SERVICES”), which is attached and incorporated hereto as Exhibit “A”.
CONSULTANT further agrees to furnish to SUCCESSOR AGENCY all labor, materials, tools, supplies, equipment, services, tasks, and incidental and customary work necessary to competently perform and timely complete the services and tasks set forth in the Scope of Services. For the purposes of this Agreement the aforementioned services and tasks set forth in the Scope of Services shall hereinafter be referred to generally by the capitalized term “Services.” In the event of any conflict or inconsistency between the provisions of the Scope of Services and the provisions of this Agreement to which the Scope of Services is attached, the provisions of this Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 3 Agreement shall govern and control.
1.3 PROSECUTION OF SERVICES:
A. CONSULTANT shall commence the Services contemplated under this Agreement within seventy-two (72) hours of the Effective Date, or as soon as practicably possible. CONSULTANT shall perform all assigned Services continuously and with due diligence so as to complete all assigned Services. CONSULTANT shall cooperate with SUCCESSOR AGENCY and in no manner interfere with the work of SUCCESSOR AGENCY, its employees or other consultants, contractors, or agents; B. CONSULTANT shall not claim or be entitled to receive any compensation or damage because of the failure of CONSULTANT, or its subconsultants, to have related services or tasks completed in a timely manner; C. CONSULTANT shall at all times enforce strict discipline and good order among CONSULTANT’s employees; and
D. CONSULTANT, at its sole expense, shall pay all sales, consumer, use or other similar taxes imposed on CONSULTANT as required by law.
1.4 COMPENSATION: CONSULTANT shall perform the Services in accordance with the “SCHEDULE OF CHARGES FOR EKI ENVIRONMENT & WATER, INC.” which is attached and incorporated hereto as Exhibit “B” (hereinafter, the “COMPENSATION RATE”). The foregoing notwithstanding, CONSULTANT’s total compensation for the performance of all Services contemplated under this Agreement, may not exceed the aggregate sum of Two Hundred and Fifty Thousand Dollars ($250,000.00) (hereinafter, the “Not-to-Exceed Sum”) during the Term of this Agreement. In the event CONSULTANT’s charges are projected to exceed the Not-to-Exceed Sum, SUCCESSOR AGENCY or CONSULTANT, may suspend CONSULTANT’s performance under such Work Order pending SUCCESSOR AGENCY approval of any anticipated expenditures in excess of the Not-to-Exceed Sum or any other SUCCESSOR AGENCY approved amendment to the compensation terms of this Agreement.
1.5 PAYMENT OF COMPENSATION: Following the conclusion of each calendar month, CONSULTANT will submit to SUCCESSOR AGENCY an itemized invoice indicating the Services performed and completed during the recently concluded calendar month, including any reimbursable out-of- pocket expenses incurred. If the amount of CONSULTANT’s monthly compensation is a function of hours worked by CONSULTANT’s personnel, the invoice should indicate the number of hours worked in the recently concluded calendar month, the person(s) responsible for performing the Services, the rate of compensation at which such services and tasks were performed, the subtotal for each task and service performed and a grand total for all Services performed. Within thirty (30) calendar days of receipt of Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 4 each invoice, SUCCESSOR AGENCY will notify CONSULTANT in writing of any disputed amounts included in the invoice. Within forty-five (45) calendar days of receipt of each invoice, SUCCESSOR AGENCY will pay all undisputed amounts included on the invoice. SUCCESSOR AGENCY will not withhold applicable taxes or other authorized deductions from payments made to CONSULTANT.
1.6 ACCOUNTING RECORDS: CONSULTANT will maintain complete and accurate records with respect to all matters covered under this Agreement for a period of three (3) years after the expiration or termination of this Agreement. SUCCESSOR AGENCY will have the right to access and examine such records, without charge, during normal business hours. SUCCESSOR AGENCY will further have the right to audit such records, to make transcripts therefrom and to inspect all program data, documents, proceedings, and activities.
1.7 ABANDONMENT BY CONSULTANT: In the event CONSULTANT ceases to perform the Services agreed to under this Agreement or otherwise abandons the undertaking Services contemplated herein under this Agreement, CONSULTANT will deliver to SUCCESSOR AGENCY immediately and without delay, all materials, records, and other work product prepared or obtained by CONSULTANT in the performance of Services under this Agreement. Furthermore, CONSULTANT will only be compensated for the reasonable value of the Services performed up to the time of cessation or abandonment, less a deduction for additional expenses which SUCCESSOR AGENCY may reasonably incur in order to complete such Services as a result of CONSULTANT’s cessation or abandonment.
II.
PERFORMANCE OF AGREEMENT
2.1 SUCCESSOR AGENCY’S REPRESENTATIVE: The SUCCESSOR AGENCY hereby designates Cuong Nguyen to act as its representative for the performance of this Agreement (hereinafter, the “SUCCESSOR AGENCY Representative”).
The SUCCESSOR AGENCY Representative or the SUCCESSOR AGENCY Representative’s designee will act on behalf of the SUCCESSOR AGENCY for all purposes under this Agreement. CONSULTANT will not accept directions or orders from any person other than the SUCCESSOR AGENCY Representative or the SUCCESSOR AGENCY Representative’s designee. Notice to the SUCCESSOR AGENCY Representative or the Representative’s designee will constitute notice to SUCCESSOR AGENCY.
2.2 CONSULTANT REPRESENTATIVE: CONSULTANT hereby designates Earl James to act as its representative for the performance of this Agreement (hereinafter, “CONSULTANT Representative”). CONSULTANT Representative will have full authority to represent and act on behalf of the CONSULTANT for all purposes under this Agreement. CONSULTANT Representative or the CONSULTANT Representative’s designee will supervise and direct the performance of the Services, in accordance with the Standard of Care (defined Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 5 below), and will be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all Services under this Agreement. Notice to the CONSULTANT Representative will constitute notice to CONSULTANT.
2.3 COORDINATION OF SERVICE; CONFORMANCE WITH REQUIREMENTS:
CONSULTANT agrees to work closely with SUCCESSOR AGENCY staff in the performance of the Services and this Agreement and will be available to SUCCESSOR AGENCY staff and the SUCCESSOR AGENCY Representative at reasonable times. All work prepared by CONSULTANT will be subject to inspection and approval by SUCCESSOR AGENCY Representative or his or her designees.
2.4 STANDARD OF CARE; PERFORMANCE OF EMPLOYEES: CONSULTANT represents, acknowledges, and agrees to the following:
A. CONSULTANT will perform all Services consistent with and adhering to its professional standard of care, that is, the degree of care and skill ordinarily exercised by members of the same profession currently practicing at the same time and in the same or similar locality (“Standard of Care”); B. Consistent with the Standard of Care, CONSULTANT shall at all times employ such knowledge as will be sufficient in the opinion of the SUCCESSOR AGENCY to perform the Services within the time limits established, and as provided herein. It is understood and agreed that said knowledge, materials and tools shall be furnished and said Services performed and completed as required by the Agreement, and subject to the approval of the SUCCESSOR AGENCY Representative;
C. CONSULTANT will perform all Services in a manner reasonably satisfactory to the SUCCESSOR AGENCY;
D. Consistent with the Standard of Care, CONSULTANT will comply with all applicable federal, state, and local laws and regulations, including the conflict-of-interest provisions of Government Code Section 1090 and the Political Reform Act (Gov. Code § 81000 et seq.). CONSULTANT shall be liable for all violations by CONSULTANT of such laws and regulations in connection with CONSULTANT’s performance of the Services. If CONSULTANT performs any work knowing it to be contrary to such laws, rules and regulations, CONSULTANT shall be solely responsible for all costs arising therefrom;
E. CONSULTANT understands the nature and scope of the Services to be performed under this Agreement as well as any and all schedules of performance;
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 6 F. CONSULTANT’s employees and agents possess sufficient skill, knowledge, training, and experience to perform those services and tasks assigned to them by CONSULTANT; and
G. CONSULTANT’s employees and agents (including, but not limited to, subcontractors and subconsultants) possess all licenses, permits, certificates, qualifications, and approvals of whatever nature that are legally required to perform the Services contemplated under this Agreement and all such licenses, permits, certificates, qualifications, and approvals will be maintained throughout the term of this Agreement and made available to SUCCESSOR AGENCY for copying and inspection.
H. The Parties acknowledge and agree that CONSULTANT will perform, at CONSULTANT’s own cost and expense and without any reimbursement from SUCCESSOR AGENCY, any services necessary to correct any errors or omissions in the Services caused by CONSULTANT’s failure to comply with the Standard of Care set forth under this Section or by any like failure on the part of CONSULTANT’s employees, agents, contractors, subcontractors and subconsultants. Such effort by CONSULTANT to correct any errors or omissions in the Services will be commenced immediately upon their discovery by either Party and, notwithstanding Section 5.2(B), will be completed within seven (7) calendars days from the date of discovery or such other extended period of time authorized by the SUCCESSOR AGENCY Representative in writing and in his sole and absolute discretion. The Parties acknowledge and agree that SUCCESSOR AGENCY’s acceptance of any work performed by CONSULTANT or on CONSULTANT’s behalf will not constitute a release of any deficiency or delay in performance. The Parties further acknowledge, understand, and agree that SUCCESSOR AGENCY has relied upon the foregoing representations of CONSULTANT, including but not limited to the representation that CONSULTANT possesses the skills, training, knowledge, and experience necessary to perform the Services under the Standard of Care as articulated under Section 2.4(A).
I. Notwithstanding the foregoing or any other term in this Agreement to the contrary, in interpreting information and making recommendations, either written or oral, as to logs or tests or other data, the type or amount of materials or services to be furnished, or manner or performance in predicting results to be obtained therefrom, consistent with the Standard of Care, CONSULTANT shall give SUCCESSOR AGENCY the benefit of its judgment based on its experience. Nevertheless, all such recommendations or predictions are opinions only; and, in view of the impracticability of obtaining firsthand knowledge of the many variable conditions, the reliance on inferences, measurements and assumptions which are not infallible, and/or the necessity of relying on facts and supporting services furnished by others. CONSULTANT may rely on data and information provided by Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 7 SUCCESSOR AGENCY, but shall advise SUCCESSOR AGENCY of any error or omission that CONSULTANT identifies in any such data and information.
2.5 ASSIGNMENT: The skills, training, knowledge, and experience of CONSULTANT are material to SUCCESSOR AGENCY’s willingness to enter into this Agreement.
Accordingly, SUCCESSOR AGENCY has an interest in the qualifications and capabilities of the person(s) who will perform the Services to be undertaken by CONSULTANT or on behalf of CONSULTANT in the performance of this Agreement. In recognition of this interest, CONSULTANT agrees that it will not assign or transfer, either directly or indirectly or by operation of law, this Agreement, or the performance of any of CONSULTANT’s duties or obligations under this Agreement, without the prior written consent of the SUCCESSOR AGENCY. In the absence of SUCCESSOR AGENCY’s prior written consent, any attempted assignment or transfer will be ineffective, null and void and will constitute a material breach of this Agreement.
2.6 SUBSTITUTION OF KEY PERSONNEL: CONSULTANT has represented to SUCCESSOR AGENCY that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, CONSULTANT may substitute other personnel of at least equal competence upon written approval of SUCCESSOR AGENCY. In the event that SUCCESSOR AGENCY and CONSULTANT cannot agree as to the substitution of key personnel, SUCCESSOR AGENCY shall be entitled to terminate this Agreement for convenience. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the SUCCESSOR AGENCY, or who are reasonably determined by the SUCCESSOR AGENCY to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the CONSULTANT at the request of the SUCCESSOR AGENCY. The key personnel for performance of this Agreement are as follows:
David Tietje of CONSULTANT.
2.7 CONTROL AND PAYMENT OF SUBORDINATES; INDEPENDENT
CONTRACTOR: The Services will be performed by CONSULTANT or under CONSULTANT’s supervision. CONSULTANT will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. CONSULTANT acknowledges and agrees it has been retained on an independent contractor basis and not as an employee. CONSULTANT reserves the right to perform similar or different services for other principals during the term of this Agreement, provided such work does not unduly interfere with CONSULTANT’s competent and timely performance of the Services contemplated under this Agreement and provided the performance of such services does not result in the unauthorized disclosure of SUCCESSOR AGENCY’s confidential or proprietary information. Any additional personnel performing the Services under this Agreement on behalf of CONSULTANT are not employees of SUCCESSOR Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 8 AGENCY and will at all times be under CONSULTANT’s exclusive direction and control. CONSULTANT will pay all wages, salaries and other amounts due such personnel and will assume responsibility for all benefits, payroll taxes, Social Security and Medicare payments and the like. CONSULTANT will be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: Social Security taxes, income tax withholding, unemployment insurance, disability insurance, workers’ compensation insurance and the like.
Notwithstanding any other SUCCESSOR AGENCY, state, or federal policy, rule, regulation, law, or ordinance to the contrary, CONSULTANT and any of its employees, agents, and subcontractors performing the Services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by SUCCESSOR AGENCY, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of SUCCESSOR AGENCY and entitlement to any contribution to be paid by SUCCESSOR AGENCY for employer contributions and/or employee contributions for PERS benefits.
2.8 REMOVAL OF EMPLOYEES OR AGENTS: If any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants is determined by the SUCCESSOR AGENCY Representative to be uncooperative, incompetent, a threat to the adequate or timely performance of the tasks assigned to CONSULTANT, a threat to persons or property, or if any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants fail or refuse to perform the Services in a manner acceptable to the SUCCESSOR AGENCY, such officer, employee, agent, contractor, subcontractor or subconsultant will be promptly removed by CONSULTANT and will not be reassigned to perform any of the Services.
2.9 COMPLIANCE WITH LAWS: Consistent with the Standard of Care, CONSULTANT will keep itself informed of and in compliance with all applicable federal, state, or local laws to the extent such laws control or otherwise govern the performance of the Services. CONSULTANT’s compliance with applicable laws will include, without limitation, compliance with all applicable Cal/OSHA requirements and applicable regulations of the U.S. Department of Housing and Urban Development.
2.10 NON-DISCRIMINATION: CONSULTANT represents that it is an equal opportunity employer, and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex, or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination.
2.11 INDEPENDENT CONTRACTOR STATUS: The Parties acknowledge, understand, and agree that CONSULTANT and all persons retained or employed by CONSULTANT are, and will at all times remain, wholly independent contractors Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 9 and are not officials, officers, employees, departments, or subdivisions of SUCCESSOR AGENCY. CONSULTANT will be solely responsible for the negligent acts and/or omissions of its employees, agents, contractors, subcontractors and subconsultants. CONSULTANT and all persons retained or employed by CONSULTANT will have no authority, express or implied, to bind SUCCESSOR AGENCY in any manner, nor to incur any obligation, debt, or liability of any kind on behalf of, or against, SUCCESSOR AGENCY, whether by contract or otherwise, unless such authority is expressly conferred to CONSULTANT under this Agreement or is otherwise expressly conferred by SUCCESSOR AGENCY in writing.
III.
INSURANCE
3.1 DUTY TO PROCURE AND MAINTAIN INSURANCE: Before performing any Services contemplated under this Agreement, CONSULTANT will procure and maintain policies of insurance that meet the requirements and specifications set forth under this Article. CONSULTANT will procure and maintain the following insurance coverage, at its own expense (the limits of which may be met through a combination of primary and excess insurance):
A. Commercial General Liability Insurance: CONSULTANT will procure and maintain Commercial General Liability Insurance (“CGL Coverage”) as broad as Insurance Services Office Commercial General Liability coverage (occurrence Form CG 0001) or its equivalent. Such CGL Coverage will have minimum limits of no less than Two Million Dollars ($2,000,000.00) per occurrence and Four Million Dollars ($4,000,000.00) in the general aggregate for bodily injury, personal injury, property damage, operations, products and completed operations, sudden and accidental pollution, and contractual liability.
B. Automobile Liability Insurance: For any owned, non-owned, or hired vehicles used in connection with the performance of this Agreement, CONSULTANT will procure and maintain Automobile Liability Insurance as broad as Insurance Services Office Form Number CA 0001 covering Automobile Liability, Code 1 (any auto). Such Automobile Liability Insurance will have minimum limits of no less than Two Million Dollars ($2,000,000.00) per accident for bodily injury and property damage.
C. Workers’ Compensation Insurance/ Employer’s Liability Insurance: A policy of workers’ compensation insurance in such amount as will fully comply with the laws of the State of California and which will indemnify, insure and provide legal defense for both CONSULTANT and SUCCESSOR AGENCY against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by CONSULTANT in the course of carrying out the Services contemplated in Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 10 this Agreement.
D. Errors & Omissions Insurance: For the full term of this Agreement and for a period of three (3) years thereafter, CONSULTANT will procure and maintain Errors and Omissions Liability Insurance appropriate to CONSULTANT’s profession. Such coverage will have minimum limits of no less than One Million Dollars ($1,000,000.00) per claim and Two Million Dollars ($2,000,000.00) annual aggregate.
E. Contractor’s Pollution Liability Insurance: If CONSULTANT’s Services contemplate activities that involve the handling of hazardous materials out in the field, CONSULTANT shall procure and maintain Pollution Liability Insurance for losses resulting from pollution exposure. Such coverage will have minimum limits of no less than One Million Dollars ($1,000,000) per claim. and Two Million Dollars ($2,000,000.00) annual aggregate.
F. Additional Insurance: CONSULTANT shall also procure and maintain, at its own expense, any additional kinds of insurance, which in its own judgement may be proper for the prosecution of Services.
3.2 ADDITIONAL INSURED REQUIREMENTS: The CGL Coverage and the Automobile Liability Insurance will contain an endorsement naming the SUCCESSOR AGENCY and SUCCESSOR AGENCY’s elected and appointed officials, officers, employees, agents, and volunteers as additional insureds, but only to the extent of liabilities assumed by CONSULTANT in this Agreement.
3.3 REQUIRED CARRIER RATING: All varieties of insurance required under this Agreement will be procured from insurers authorized in the State of California and authorized to issue policies directly to California insureds. Except as otherwise provided elsewhere under this Article, all required insurance will be procured from insurers who, according to the latest edition of the Best’s Insurance Guide, have an A.M. Best’s rating of no less than A:VII. SUCCESSOR AGENCY may also accept policies procured by insurance carriers with a Standard & Poor’s rating of no less than BBB according to the latest published edition of the Standard & Poor’s rating guide. As to Workers’ Compensation Insurance/ Employer’s Liability Insurance, the SUCCESSOR AGENCY Representative is authorized to authorize lower ratings than those set forth in this Section.
3.4 PRIMACY OF CONSULTANT’S INSURANCE: All policies of insurance provided by CONSULTANT will be primary to any coverage available to SUCCESSOR AGENCY or SUCCESSOR AGENCY’s elected or appointed officials, officers, employees, agents, or volunteers. Any insurance or self-insurance maintained by SUCCESSOR AGENCY or SUCCESSOR AGENCY’s elected or appointed officials, officers, employees, agents, or volunteers will be in excess of CONSULTANT’s insurance and will not contribute with it, but only to the extent of liabilities assumed by CONSULTANT in this Agreement.
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 11 3.5 WAIVER OF SUBROGATION: All insurance coverage provided pursuant to this Agreement will not prohibit CONSULTANT or CONSULTANT’s officers, employees, agents, subcontractors or subconsultants from waiving the right of subrogation prior to a loss but only to the extent of liabilities assumed by CONSULTANT in this Agreement. CONSULTANT hereby waives all rights of subrogation against SUCCESSOR AGENCY, its officials, officers, employees, agents, and volunteers.
3.6 VERIFICATION OF COVERAGE: CONSULTANT acknowledges, understands, and agrees, that SUCCESSOR AGENCY’s ability to verify the procurement and maintenance of the insurance required under this Article is a material consideration of this Agreement. Accordingly, CONSULTANT warrants, represents, and agrees that it will furnish SUCCESSOR AGENCY with certificates of insurance and endorsements evidencing the coverage required under this Article on ACORD-25 or forms satisfactory to SUCCESSOR AGENCY in its sole and absolute discretion.
The certificates of insurance and endorsements for each insurance policy will be signed by a person authorized by that insurer to bind coverage on its behalf and will be on forms provided by the SUCCESSOR AGENCY if requested. Before performing any Services, CONSULTANT shall provide SUCCESSOR AGENCY with all certificates of insurance and endorsements referenced herein. Upon SUCCESSOR AGENCY’s written request, CONSULTANT will also provide SUCCESSOR AGENCY with copies of all required insurance policies and endorsements.
3.7 FAILURE TO MAINTAIN COVERAGE: In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, SUCCESSOR AGENCY has the right but not the duty to obtain the insurance it deems necessary, and any premium paid by SUCCESSOR AGENCY will be promptly reimbursed by CONTRACTOR or SUCCESSOR AGENCY will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, SUCCESSOR AGENCY may cancel this Agreement effective upon notice.
3.8 SPECIAL RISKS OR CIRCUMSTANCES: SUCCESSOR AGENCY reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. Any amendment to the insurance requirements of this Article shall be memorialized and approved in the form of a written amendment to this Agreement, signed by the Parties. The requirement for written amendments, modifications or supplements cannot be waived and any attempted waiver will be void or invalid.
IV.
LIMITATION OF LIABILITY; INDEMNIFICATION
4.1 SUCCESSOR AGENCY’s officials, officers, employees, agents, and volunteers Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 12 (hereinafter, the “Agency Indemnitees”) should, to the fullest extent permitted by law, be protected from any and all loss, injury, damage, claim, lawsuit, cost, expense, reasonable attorneys’ fees, litigation costs, or any other cost arising from CONSULTAN’TS negligence, willful misconduct, and negligent errors and omissions arising out of the performance of this Agreement. CONSULTANT acknowledges that SUCCESSOR AGENCY would not enter into this Agreement in the absence of CONSULTANT’s commitment to indemnify, defend and protect SUCCESSOR AGENCY as set forth herein. Notwithstanding the foregoing, to the extent CONSULTANT’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT. CONSULTANT’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the SUCCESSOR AGENCY, its officials, officers, employees, agents, or volunteers.
4.2 To the fullest extent permitted by law, CONSULTANT shall indemnify, hold harmless, and defend the SUCCESSOR AGENCY indemnitees from and against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys’ fees, expert fees, and all other costs, and fees of litigation) of every nature arising out of or in connection with CONSULTANT’S negligence, recklessness, or willful misconduct in its performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the sole negligence or willful misconduct of the SUCCESSOR AGENCY. Notwithstanding the foregoing, in accordance with California Civil Code Section 2782.8, in no event shall CONSULTANT’S cost to defend exceed CONSULTANT’S proportionate percentage of fault.
4.3 SUCCESSOR AGENCY shall have the right to offset against the amount of any compensation due to CONSULTANT under this Agreement, any amount due to SUCCESSOR AGENCY from CONSULTANT as a result of CONSULTANT’s failure to either pay SUCCESSOR AGENCY promptly for any costs associated with CONSULTANT’s failure to either (i) pay taxes on amounts received pursuant to this Agreement or (ii) comply with applicable workers’ compensation laws.
4.4 The obligations of CONSULTANT under this Article will not be limited by the provisions of any workers’ compensation act or similar act. CONSULTANT expressly waives its statutory immunity under such statutes or laws as to CITY and CITY’s elected and appointed officials, officers, employees, agents, and volunteers.
4.5 CONSULTANT agrees to obtain executed indemnity agreements with provisions identical to those set forth herein this Article from each and every subcontractor or any other person or entity involved by, for, with or on behalf of CONSULTANT in the performance of this Agreement. In the event CONSULTANT fails to obtain such indemnity obligations from others as required herein, CONSULTANT agrees Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 13 to be fully responsible and to indemnify, and hold harmless SUCCESSOR AGENCY and, to the extent permitted under California Civil Code Section 2782.8 and other applicable law, defend SUCCESSOR AGENCY’s officials, officers, employees, agents, and volunteers from and against any and all claims and losses, costs or expenses for any damage due to death or injury to any person and injury to any property resulting from any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of CONSULTANT’s subcontractors or any other person or entity involved by, for, with or on behalf of CONSULTANT in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of CITY’s choice. Notwithstanding the foregoing, to the extent CONSULTANT’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT.
4.6 SUCCESSOR AGENCY does not and shall not waive any rights that it may possess against CONSULTANT because of the acceptance by SUCCESSOR AGENCY, or the deposit with SUCCESSOR AGENCY, of any insurance policy or certificate required pursuant to this Agreement. This hold harmless and indemnification provision shall apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost, or expense.
4.7 This Article and all provisions contained herein (including but not limited to the duty to indemnify, defend, and hold free and harmless) shall survive the termination or normal expiration of this Agreement and is in addition to any other rights or remedies which the CITY may have at law or in equity
V.
TERMINATION
5.1 TERMINATION WITHOUT CAUSE: SUCCESSOR AGENCY may immediately terminate this Agreement at any time for convenience and without cause by giving written notice to CONSULTANT. Such notice shall indicate the intent to terminate this Agreement and specify the effective date of such termination. Upon such termination for convenience, CONSULTANT will be compensated only for those Services which have been performed by CONSULTANT up to the effective date of the termination. CONSULTANT may not terminate this Agreement except for cause as provided under Section 5.2, below. If this Agreement is terminated as provided herein, CITY may require CONSULTANT to provide all finished or unfinished Documents and Data, as defined in section 6.1 below, and other information of any kind prepared by CONSULTANT in connection with the performance of the Services. CONSULTANT will be required to provide such Documents and Data within fifteen (15) calendar days of CITY’s written request.
No actual or asserted breach of this Agreement on the part of CITY pursuant to Section 5.2, below, will operate to prohibit or otherwise restrict CITY’s ability to Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 14 terminate this Agreement for convenience as provided under this Section.
5.2 EVENTS OF DEFAULT; BREACH OF AGREEMENT:
A. In the event either Party fails to perform any duty, obligation, service, or task set forth under this Agreement (or fails to timely perform or properly perform any such duty, obligation, service, or task set forth under this Agreement), an event of default (hereinafter, “Event of Default”) will occur. For all Events of Default, the Party alleging an Event of Default will give written notice to the defaulting Party (hereinafter referred to as a “Default Notice”) which will specify: (i) the nature of the Event of Default; (ii) the action required to cure the Event of Default; (iii) a date by which the Event of Default will be cured, which will not be less than the applicable cure period set forth under Sections 5.2B and 5.2C below or if a cure is not reasonably possible within the applicable cure period, to begin such cure and diligently prosecute such cure to completion. The Event of Default will constitute a breach of this Agreement if the defaulting Party fails to cure the Event of Default within the applicable cure period or any extended cure period allowed under this Agreement.
B. CONSULTANT will cure the following Events of Defaults within the following time periods:
i. Within ten (10) business days of SUCCESSOR AGENCY’s issuance of a Default Notice for any failure of CONSULTANT to timely provide SUCCESSOR AGENCY or SUCCESSOR AGENCY’s employees or
agents with any information and/or written reports, documentation, or work product which CONSULTANT is obligated to provide to SUCCESSOR AGENCY or SUCCESSOR AGENCY’s employees or
agents under this Agreement. Prior to the expiration of the 10-day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 10-day cure period. The foregoing notwithstanding, SUCCESSOR AGENCY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2B.i. that exceeds seven (7) calendar days from the end of the initial 10-day cure period; or
ii. Within fourteen (14) calendar days of SUCCESSOR AGENCY’s issuance of a Default Notice for any other Event of Default under this Agreement. Prior to the expiration of the 14-day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 14-day cure period. The Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 15 foregoing notwithstanding, SUCCESSOR AGENCY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2B.ii that exceeds thirty (30) calendar days from the end of the initial 14-day cure period.
In addition to any other failure on the part of CONSULTANT to perform any duty, obligation, service or task set forth under this Agreement (or the failure to timely perform or properly perform any such duty, obligation, service or task), an Event of Default on the part of CONSULTANT will include, but will not be limited to the following: (i) CONSULTANT’s refusal or failure to perform any of the services or tasks called for under the Scope of Services; (ii) CONSULTANT’s failure to fulfill or perform its obligations under this Agreement within the specified time or if no time is specified, within a reasonable time; (iii) CONSULTANT’s and/or its employees’ disregard or violation of any federal, state, local law, rule, procedure or regulation; (iv) the initiation of proceedings under any bankruptcy, insolvency, receivership, reorganization, or similar legislation as relates to CONSULTANT, whether voluntary of involuntary; and/or (v) SUCCESSOR AGENCY’s discovery that a statement representation or warranty by CONSULTANT relating to this Agreement is false, misleading or erroneous in any material respect.
C. SUCCESSOR AGENCY will cure any Event of Default asserted by CONSULTANT within forty- five (45) calendar days of CONSULTANT’s issuance of a Default Notice unless the Event of Default cannot reasonably be cured within the 45-day cure period. Prior to the expiration of the 45-day cure period, SUCCESSOR AGENCY may submit a written request for additional time to cure the Event of Default upon a showing that SUCCESSOR AGENCY has commenced its efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 45-day cure period. The foregoing notwithstanding, an Event of Default dealing with SUCCESSOR AGENCY’s failure to timely pay any undisputed sums to CONSULTANT as provided under Section 1.5, above, will be cured by SUCCESSOR AGENCY within five (5) calendar days from the date of CONSULTANT’s Default Notice to SUCCESSOR AGENCY.
D. SUCCESSOR AGENCY, in its sole and absolute discretion, may also immediately suspend CONSULTANT’s performance under this Agreement pending CONSULTANT’s cure of any Event of Default by giving CONSULTANT written notice of SUCCESSOR AGENCY’s intent to suspend CONSULTANT’s performance (hereinafter, a “Suspension Notice”). SUCCESSOR AGENCY may issue the Suspension Notice at any time upon the occurrence of an Event of Default. Upon such suspension, CONSULTANT will be compensated only for those services and tasks which have been rendered by CONSULTANT to the reasonable satisfaction of SUCCESSOR AGENCY up to the effective date of the suspension. No actual or asserted breach of this Agreement on the part of SUCCESSOR Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 16 AGENCY will operate to prohibit or otherwise restrict SUCCESSOR AGENCY’s ability to suspend this Agreement as provided herein.
E. No waiver of any Event of Default or breach under this Agreement will constitute a waiver of any other or subsequent Event of Default or breach.
No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.
F. The duties and obligations imposed under this Agreement and the rights and remedies available hereunder will be in addition to and not a limitation of any duties, obligations, rights, and remedies otherwise imposed or available by law, except as provided in Article IV above. In addition to any other remedies available to SUCCESSOR AGENCY at law or under this Agreement, subject to Article IV above, in the event of any breach of this Agreement, SUCCESSOR AGENCY, in its sole and absolute discretion, may also pursue any one or more of the following remedies:
i. Upon written notice to CONSULTANT, the SUCCESSOR AGENCY may immediately terminate this Agreement in whole or in part; ;
ii. Upon written notice to CONSULTANT, the SUCCESSOR AGENCY may extend the time of performance;
iii. The SUCCESSOR AGENCY may proceed by appropriate court action to enforce the terms of the Agreement to recover damages for CONSULTANT’s breach of the Agreement or to terminate the Agreement; or
iv. The SUCCESSOR AGENCY may exercise any other available and lawful right or remedy.
Upon final adjudication, the Party found to be in breach or at fault will be liable for all legal fees, including reasonable attorney’s fees plus other costs and expenses that the non-breaching Party incurs upon a breach of this Agreement or in the non-breaching Party’s exercise of its remedies under this Agreement.
G. Omitted.
5.3 SCOPE OF WAIVER: No waiver of any default or breach under this Agreement will constitute a waiver of any other default or breach, whether of the same or other covenant, warranty, agreement, term, condition, duty, or requirement contained in this Agreement. No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 17 estoppel, or otherwise.
5.4 SURVIVING ARTICLES, SECTIONS AND PROVISIONS: The termination of this Agreement pursuant to any provision of this Article or by normal expiration of its term or any extension thereto will not operate to terminate any Article, Section or provision contained herein which provides that it will survive the termination or normal expiration of this Agreement.
VI.
MISCELLANEOUS PROVISIONS
6.1 DOCUMENTS & DATA; LICENSING OF INTELLECTUAL PROPERTY: All Documents and Data will, be and remain the property of SUCCESSOR AGENCY without restriction or limitation upon their use or dissemination by SUCCESSOR AGENCY. For purposes of this Agreement, the term “Documents and Data” means and includes all reports, analyses, correspondence, plans, designs, notes, summaries, strategies, charts, schedules, spreadsheets, calculations, lists, data compilations, documents or other materials developed and/or assembled by or on behalf of CONSULTANT in the performance of this Agreement and fixed in any tangible medium of expression, including but not limited to Documents and Data stored digitally, magnetically and/or electronically. This Agreement creates, at no cost to SUCCESSOR AGENCY, a perpetual license for SUCCESSOR AGENCY to copy, use, reuse, disseminate and/or retain any and all copyrights, designs, and other intellectual property embodied in all Documents and Data. CONSULTANT will require all subcontractors and subconsultants working on behalf of CONSULTANT in the performance of this Agreement to agree in writing that SUCCESSOR AGENCY will be granted the same right to copy, use, reuse, disseminate and retain Documents and Data prepared or assembled by any subcontractor or subconsultant as applies to Documents and Data prepared by CONSULTANT in the performance of this Agreement.
6.2 CONFIDENTIALITY: All data, documents, discussion, or other information developed or received by CONSULTANT or provided for performance of this Agreement are deemed confidential and will not be disclosed by CONSULTANT without prior written consent by SUCCESSOR AGENCY. SUCCESSOR AGENCY will grant such consent of disclosure as legally required. Upon request, all SUCCESSOR AGENCY data will be returned to SUCCESSOR AGENCY upon the termination or expiration of this Agreement. CONSULTANT will not use SUCCESSOR AGENCY’s name or insignia, photographs, or any publicity pertaining to the Services in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of SUCCESSOR AGENCY. Notwithstanding the above, CONSULTANT may keep one copy of SUCCESSOR AGENCY Documents and Data for its business records, which shall be subject to the confidentiality requirements of this Section
6.2 and not disclosed by CONSULTANT without prior written consent by Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 18 SUCCESSOR AGENCY.
6.3 FALSE CLAIMS ACT: CONSULTANT warrants and represents that neither CONSULTANT nor any person who is an officer of, in a managing position with, or has an ownership interest in CONSULTANT has been determined by a court or tribunal of competent jurisdiction to have violated the False Claims Act, 31 U.S.C., §§3801 et seq. and the California False Claims Act, Government Code §§12650 et seq.
6.4 NOTICES: All notices permitted or required under this Agreement will be given to the respective Parties at the following addresses, or at such other address as the respective Parties may provide in writing for this purpose:
Such notices will be deemed effective when personally delivered or successfully transmitted by facsimile as evidenced by a fax confirmation slip or when delivered by a recognized overnight delivery service (such as FedEx) or when mailed, fortyeight (48) hours after deposit with the United States Postal Service, first class postage prepaid and addressed to the Party at its applicable address.
6.5 COOPERATION; FURTHER ACTS: The Parties will fully cooperate with one another and will take any additional acts or sign any additional documents as are reasonably necessary, appropriate, or convenient to achieve the purposes of this Agreement.
CONSULTANT: SUCCESSOR AGENCY:
EKI Environment & Water, Inc.
2001 Junipero Serra Blvd.
Ste 300
Daly City, CA 94014
Phone: (650) 292-9100
Attn: Earl James
Successor Agency to the
Community Development
Commission/Redevelopment
Agency of the City of Santa Fe
Springs
11710 Telegraph Rd.
Santa Fe Springs, CA 90670
Phone: (562) 868-0511
Attn: Cuong Nguyen, Director of
Community Development
Courtesy Copy to:
Olivarez Madruga Law
Organization, LLP
500 S. Grand Avenue, 12th Floor
Los Angeles, CA 90071
Phone: (213) 744-0099
Attn: Paloma McEvoy, Successor
Agency Counsel
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 19 6.6 SUBCONTRACTING: CONSULTANT will not subcontract any of the Services contemplated under this Agreement, except as expressly stated herein, without the prior written approval of SUCCESSOR AGENCY. Subcontracts (including without limitation subcontracts with subconsultants), if any, will contain a provision making them subject to all provisions stipulated in this Agreement, including provisions relating to insurance requirements and indemnification.
6.7 SUCCESSOR AGENCY’S RIGHT TO EMPLOY OTHER CONSULTANTS:
SUCCESSOR AGENCY reserves the right to employ other independent contractors in connection with the various projects worked upon by CONSULTANT.
6.8 CONFLICTS OF INTEREST:
A. CONSULTANT warrants, represents, and maintains that it has not employed nor retained any company or person, other than a bona fide employee working solely for CONSULTANT, to solicit or secure this Agreement. Further, CONSULTANT warrants and represents that it has not paid, nor has it agreed to pay, any company or person, other than a bona fide employee working solely for CONSULTANT, any fee, commission, percentage, brokerage fee, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, SUCCESSOR AGENCY will have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of SUCCESSOR AGENCY, during the term of his or her service with SUCCESSOR AGENCY, will have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
B. CONSULTANT may serve other clients, but none who have activities within the corporate limits of SUCCESSOR AGENCY, including clients who have activities within the corporate limits of SUCCESSOR AGENCY but retain CONSULTANT’s services only for projects outside of the corporate limits of SUCCESSOR AGENCY. CONSULTANT also may not serve clients whose business, regardless of location, would place CONSULTANT in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.
C. CONSULTANT shall not employ any official or employee of the SUCCESSOR AGENCY during the Term of this Agreement or any extension term. No officer or employee of SUCCESSOR AGENCY shall have any financial interest in this Agreement that would violate Government Code §§1090 et seq.
CONSULTANT warrants and represents that no owner, principal, partner, officer, or employee of CONSULTANT is or has been an official, officer, employee, agent, or appointee of the SUCCESSOR AGENCY within the Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 20 twelve-month period of time immediately preceding the Effective Date. If an owner, principal, partner, officer, employee, agent, or appointee of CONSULTANT was an official, officer, employee, agent, or appointee of the SUCCESSOR AGENCY within the twelve-month period immediately preceding the Effective Date, CONSULTANT warrants that any such individuals did not participate in any manner in the forming of this Agreement. CONTRACTOR understands that, if this Agreement is made in violation of Government Code §1090 et seq., the entire Agreement is void and CONSULTANT will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and CONSULTANT will be required to reimburse the SUCCESSOR AGENCY for any sums paid to CONSULTANT. CONSULTANT understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code §1090.
6.9 TIME IS OF THE ESSENCE: Time is of the essence for each and every provision of this Agreement.
6.10 GOVERNING LAW AND VENUE: This Agreement shall be interpreted and governed according to the laws of the State of California. In the event of litigation between the Parties, venue, without exception, will be in the Los Angeles County Superior Court of the State of California. If, and only if, applicable law requires that all or part of any such litigation be tried exclusively in federal court, venue, without exception, will be in the Central District of California located in the City of Los Angeles, California.
6.11 ATTORNEYS’ FEES: If either Party commences an action against the other Party, legal, administrative, or otherwise, arising out of or in connection with this Agreement, the prevailing Party in such litigation will be entitled to have and recover from the losing Party reasonable attorneys’ fees and all other costs of such action.
6.12 SUCCESSORS AND ASSIGNS: This Agreement will be binding on the successors and assigns of the Parties.
6.13 NO THIRD-PARTY BENEFIT: There are no intended third-party beneficiaries of any right or obligation assumed by the Parties. All rights and benefits under this Agreement inure exclusively to the Parties.
6.14 CONSTRUCTION OF AGREEMENT: This Agreement will not be construed in favor of, or against, either Party but will be construed as if the Parties prepared this Agreement together through a process of negotiation and with the advice of their respective attorneys.
6.15 SEVERABILITY: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 21 provisions will continue in full force and effect.
6.16 AMENDMENT; MODIFICATION: No amendment, modification or supplement of this Agreement will be valid or binding unless executed in writing and signed by both Parties, subject to SUCCESSOR AGENCY approval. The requirement for written amendments, modifications or supplements cannot be waived and any attempted waiver will be void and invalid.
6.17 RECITALS: The Recitals set forth above are true and correct and are incorporated by reference as if fully set forth herein.
6.18 CAPTIONS: The captions of the various articles, sections and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
6.19 INCONSISTENCIES OR CONFLICTS: In the event of any conflict or inconsistency between the provisions of this Agreement and any of the exhibits attached hereto, the provisions of this Agreement will control.
6.20 ENTIRE AGREEMENT: This Agreement, including all attached exhibits, constitutes the entire, complete, final, and exclusive expression of the Parties with respect to the matters addressed herein and supersedes all other agreements or understandings, whether oral or written, which may have been entered into between SUCCESSOR AGENCY and CONSULTANT prior to the execution of this Agreement. Any statements, representations, or other agreements, whether oral or written, made by either Party that is not embodied herein will not be valid or binding on the Parties. No amendment, modification or supplement to this Agreement will be valid and binding unless in writing and duly executed by the Parties pursuant to Section 6.16, above.
6.21 FORCE MAJEURE: The completion deadline for any Services assigned to CONSULTANT may be extended in the event of any delays due to unforeseeable causes beyond the control of CONSULTANT and without the fault or negligence of CONSULTANT, including but not limited to severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the SUCCESSOR AGENCY. CONSULTANT shall within three (3) calendar days of the commencement of such delay notify the SUCCESSOR AGENCY in writing of the causes of the delay. The SUCCESSOR AGENCY shall ascertain the facts and the extent of delay and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the SUCCESSOR AGENCY Representative such delay is justified. The SUCCESSOR AGENCY Representative’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall CONSULTANT be entitled to recover damages against the SUCCESSOR AGENCY for any delay in the performance of this Agreement, however caused, CONSULTANT’s sole remedy being extension of the Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 22 Agreement pursuant to this Section.
6.22 COUNTERPARTS: This Agreement will be executed in three (3) original counterparts each of which will be of equal force and effect. No handwritten or typewritten amendment, modification, or supplement to any one counterpart will be valid or binding unless made to all three counterparts in conformity with Section
6.16, above. One fully executed original counterpart will be delivered to CONSULTANT and the remaining two original counterparts will be retained by SUCCESSOR AGENCY.
6.23 AUTHORITY: The individuals executing this Agreement and the instruments referenced herein on behalf of each Party represent and warrant that they have the legal power, right and actual authority to bind the Party to the terms and conditions hereof and thereof.
6.24 ELECTRONIC SIGNATURES: The Parties acknowledge and agree that execution of this Agreement by electronic signature or electronic transmittal of signatures shall have the same effect as handwritten signatures for the purposes of validity, enforceability, and admissibility.
6.25 SERVICES DURING CONSTRUCTION: Any Services, including testing or construction observation, provided by CONSULTANT, during construction of facilities designed by the CONSULTANT or others, is for the purpose of reviewing the construction contractor’s general compliance only with the functional provisions of the construction documents including project specifications and drawings. The CONSULTANT shall not have control over, charge of, or responsibility for the construction means, methods, techniques, sequences or procedures, or for safety precautions and programs in connection with any construction contractors’ work, nor shall the CONSULTANT be responsible for a contractor’s failure to perform the work in accordance with the requirements of the construction documents. The CONSULTANT shall be only responsible for the CONSULTANT’s negligent acts or omissions, but shall not have control over or charge of, and shall not be responsible for, acts or omissions of contractors or of any other persons or entities performing portions of the work. SUCCESSOR AGENCY agrees that in accordance with generally accepted construction practices, the independent construction contractor(s) selected by SUCCESSOR AGENCY will be required to assume sole and complete responsibility for jobsite conditions during the course of construction of the project, including safety of all persons and property, and that this responsibility shall be continuous and not be limited to normal working hours. CONSULTANT’s Services during construction shall not be construed to waive or otherwise relieve any contractor or subcontractor of their contractual obligations.
6.26 COST ESTIMATES: Any statements of estimated construction costs or future operation and maintenance costs furnished by CONSULTANT represent the CONSULTANT’s judgment as a design professional. However, neither SUCCESSOR AGENCY nor CONSULTANT has control over the fluctuations in Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 23 construction costs, a contractor’s methods of determining bid prices, market and bidding conditions, and other factors. Accordingly, CONSULTANT does not guarantee or warrant that the bids or negotiated prices, or future operation and maintenance costs, will not vary from any estimated costs provided by CONSULTANT or from SUCCESSOR AGENCY’s budget for the project.
6.27 HAZARDOUS MATERIALS: SUCCESSOR AGENCY shall furnish, or cause to be furnished to CONSULTANT, all documents and information known to SUCCESSOR AGENCY that relate to the identity, location, quantity, nature, or characteristics of any asbestos, PCBs, or any other hazardous materials, substances or waste at, on, under, or near the site. In addition, SUCCESSOR AGENCY will furnish or cause to be furnished such reports, data, studies, plans, specifications, documents and other information on surface or subsurface site conditions, e.g., underground tanks, pipelines and buried utilities, required for proper performance of CONSULTANT’s Services.
6.28 SUCCESSOR AGENCY acknowledges that CONSULTANT and its subconsultants and subcontractors have played no part in the creation of any hazardous waste or materials, pollution sources, nuisance, or chemical or industrial disposal problems that may exist at or near the project site, and that CONSULTANT shall have no liability for such preexisting conditions.
The SUCCESSOR AGENCY recognizes and agrees that CONSULTANT has assumed responsibility only for making the investigations, reports and recommendations to the SUCCESSOR AGENCY included within the Scope of Services. The responsibility for making any disclosures or reports to any third party and for the taking of corrective, remedial, or mitigation action shall be solely that of the SUCCESSOR AGENCY.
6.29 UTILITIES AND SUBSURFACE CONFLICTS: Prior to initiation of subsurface investigations, including but not limited to boreholes, probes, trenches, or subsurface sample collection, SUCCESSOR AGENCY will provide CONSULTANT with available information, drawings, and maps regarding potential underground utilities, other potential subsurface conflicts, and overhead conflicts in the proposed areas of investigation. If SUCCESSOR AGENCY is not the property owner, SUCCESSOR AGENCY will contact the property owner and request such information. CONSULTANT will clear the proposed investigation locations for buried utilities by obtaining the services of a utility locating company.
CONSULTANT will make reasonable efforts to identify and to avoid damage to disclosed or visually-identified utilities that may exist within the areas of investigation. CONSULTANT, its subconsultants and subcontractors shall have no liability for damages to persons or property, including the cost to repair, which occur during investigative activities performed by CONSULTANT, its subconsultants and subcontractors, and arise out of, or relate to, undisclosed, unknown, or inaccurately specified utilities or other structures.
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 24 6.30 DISPOSAL OF CONTAMINATED MATERIAL: SUCCESSOR AGENCY understands and agrees that CONSULTANT is not, and has no responsibility as, a generator, operator, treater, storer, transporter or disposer of hazardous materials or toxic substances found or identified at or near the project site, including investigation-derived waste..
(SIGNATURES ON NEXT PAGE)
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 25 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed the day and year first appearing in this Agreement, above.
SUCCESSOR AGENCY:
SUCCESSOR AGENCY TO THE
COMMUNITY DEVELOPMENT
COMMISSION/REDEVELOPMENT
AGENCY OF SANTA FE SPRINGS
By:____________________________
René Bobadilla
Executive Director
Date:
APPROVED AS TO FORM:
By:____________________________
Paloma McEvoy
Successor Agency Counsel
Date:
CONSULTANT:
EKI ENVIRONMENT & WATER, INC.
By:_____ _______________________
Name: Earl James ___
Title: Vice President
Date: 26 November 2025
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 12/5/2025
12/5/2025
26 Exhibit “A”
[Scope of Services]
[attached separately]
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 17880 Fitch
Irvine, CA 92614
(650) 292-9100
ekiconsult.com
Daly City, CA ● Davis, CA ● Marin, CA ● Oakland, CA
Denver, CO ● Glastonbury, CT ● Boston, MA ● Holyoke, MA ● New York, NY ● Pittsboro, NC ● Portland, OR ● Seattle, WA 26 November 2025
René Bobadilla
Executive Director, Successor Agency to the Former Redevelopment Agency of Santa Fe Springs 11710 East Telegraph Road
Santa Fe Springs, CA 90670
Subject: Scope of Work and Budget
Supplemental Investigations
MC&C IV Surplus Property
Santa Fe Springs, CA
(EKI C50275.00)
Dear Mr. Bobadilla:
EKI Environment & Water, Inc. (EKI or Consultant) is pleased to provide this proposal to the Successor Agency to the Former Redevelopment Agency of Santa Fe Springs (Client) to perform supplemental investigations at the MC&C IV Surplus Property located north of Telegraph Road and southwest of Romandel Avenue in Santa Fe Springs, California (Site or Subject Property). EKI has reviewed a Phase I Environmental Site Assessment (Phase I)
1 and Phase II Environmental Site Assessment (Phase II)2 , both
prepared by SCS Engineers (SCS) for the Subject Property. EKI has also been provided preliminary soil and soil vapor sampling results from additional investigation work performed by SCS on 22 October 2025. The Phase II identified data gaps from prior environmental assessments. The October 2025 additional investigation work identified elevated levels of benzene in soil vapor in east/southeast portions of the Site, at depths between 5 and 50 feet below ground surface (bgs). Additional VOCs detected in soil gas include (chloroform in 4 samples at one boring location) and trichloroethene (one sample).
Based on EKI’s review of the Phase I, Phase II and additional soil and soil vapor sampling results, data gaps remain regarding the extent of benzene impacts in soil gas in the southern/southeastern portion of the property. EKI recommends initial assessment of potential groundwater quality at the Site, including locations upgradient and downgradient of the areas of highest benzene concentrations in soil gas. Further, the north-central portion of the Site appears to have been the location of former oil operations . EKI has made assumptions regarding depths to groundwater and groundwater gradient directions based on information from the adjacent Productol site. These assumptions will be verified during the field testing to the extent possible. The testing program for sampling various media will be developed working with 1 SCS Engineers, 2025. Phase I Environmental Site Assessment, MC&C IV Site, Santa Fe Springs, California 90670, Assessor Parcel Numbers (APNs):
8011-002-901 through -903 and 8011-003-955 through -979. 24 February. 2 SCS Engineers, 2025. Phase II Site Investigation Report, MC&C IV Site, Santa Fe Springs, California 90670, Assessor Parcel Numbers (APNs): 8011- 002-901 through -903 and 8011-003-955 through -979. 10 June.
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 26 November 2025
Agency staff and its consultants. A not to exceed budget is provided herein that anticipates a comprehensive scope of investigations.
SITE BACKGROUND
The Site is 8.7 acres and is located on the northern side of Telegraph Road, west of the intersection with Freeman Avenue in Santa Fe Springs, California. The Site has been assigned Los Angeles County tax assessor parcel numbers (APNs) 8011-002-901 through -03 and 8011-003-955 through -979. The Site is located in the Santa Fe Springs oil and gas field and contains approximately sixteen active, idle, and formerly abandoned oil production wells. The property also contains former oil well sumps and aboveground storage tanks (ASTs), according to the SCS Phase I and Phase II.
INITIAL SCOPE OF SERVICES
EKI proposes the following tasks to implement its recommended additional investigations at the Subject Property. The first task is specifically for groundwater sampling. The subsequent general tasks and sampling procedures for potential continuing investigations are described below. The final scope of investigations will be developed working with Client staff and its consultants.
Task 1: Groundwater Sampling
EKI proposes advancing up to five temporary GWMWs. The temporary groundwater wells will be utilized for collection of one-time groundwater samples and used for assessment of groundwater flow directions (following location and elevation surveying). EKI will prepare a work plan to document the field procedures for building the temporary groundwater wells and conducting the sampling. The work plan will describe the sampling locations, procedures, and laboratory analyses. The work plan will be submitted to Client for review and acceptance. EKI assumes it will not be submitted to DTSC or other environmental regulatory agencies outside of the City of Santa Fe Springs for review and approval. Based on the results of the groundwater sampling, additional investigations may be conducted and the scope and workplans for that work will be developed with the Client and its consultants as described below. Activities that will be performed as part of this task include:
• Prepare a site-specific health and safety plan to ensure worker safety during field activities; • Apply for and obtain a temporary well/exploration hole permit from the County of Los Angeles Public Health Department, Environmental Health Division, for the temporary groundwater monitoring wells;
• Contract with a private geophysical subcontractor to survey for potential subsurface utilities or objects at every proposed boring location;
• Contract with a licensed drilling company to drill borings and install temporary groundwater monitoring wells (GWMWs);
• Contract with a California licensed professional land surveyor to survey the temporary GWMWs; • Contract with a subcontractor to conduct low flow groundwater sampling of the newly installed temporary GWMWs;
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 26 November 2025
• Contract with a waste disposal company to profile, transport and dispose of investigation derived waste (IDW);
• Contract with a laboratory for supplies and to perform the suggested analyses of samples. • Coordinate field work with the Client and their consultant.
Temporary GWMW Installation
EKI will provide oversight during the drilling and installation of up to five temporary GWMWs using hollow stem auger drilling techniques. These temporary GWMWs will be screened 5 feet above and 5 feet below the shallowest groundwater bearing zone, which is expected to begin at 85 feet bgs. These GWMWs will be constructed with 10-foot 0.020-inch slotted polyvinyl chloride (PVC)screened intervals. The temporary monitoring wells will be developed prior to sampling, according to procedures described in the Workplan.
Well Survey
After the temporary GWMWs are installed, a California licensed professional land surveyor, contracted by EKI, will survey the wells. The survey will include horizontal position with a precision of at least 0.1 foot and vertical elevations of top of well box, top of casing, and ground surface with a precision of at least
0.01 foot.
Groundwater Sampling
EKI will provide oversight of a subcontractor, contracted by EKI, to purge and sample the temporary GWMWs using sampling techniques described in the Workplan. Groundwater samples, one duplicate, one trip blank, one field blank, and one equipment blank will be collected after the wells are properly developed. Water quality parameters (turbidity, pH, temperature, specific conductivity, oxidationreduction potential, and dissolved oxygen) will be recorded at regular intervals during sampling to determine if stability (within 10 percent between volumes) has been reached, with the goal turbidity of 10 NTU or less. The samples will be collected in appropriate laboratory supplied bottles, labeled, stored in a cooler with ice, and transported to a State of California-certified analytical laboratory under chain-ofcustody procedures for VOC analysis using USEPA Method 8260B, TPH-g/d/mo by EPA Method 8015, and Title 22 metals and mercury by EPA Method 6020/7470 on standard turn-around time. Sampling is expected to take one day to complete.
IDW Sampling and Analysis
After drilling and well development activities, IDW will be sampled and profiled for disposal. To profile the IDW, EKI will collect up to two soil composite samples and up to two water (purge and decontamination water) composite samples from the drums in appropriate laboratory supplied bottles, labeled, stored in a cooler with ice, and transported to a State of California certified analytical laboratory under chain-ofcustody procedures for VOC analysis using EPA Method 8260B, TPH-g/d/mo by USEPA Method 8015, and Title 22 metals by USEPA Method 6010/7471B. Samples will be analyzed on standard turn-around time.
Estimated costs include offsite disposal of IDW’s.
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 26 November 2025
Reporting
EKI will share the results of the laboratory analyses within one day of receipt of results and verifying the data. These results can be discussed as to how they inform next steps. If instructed at that time, EKI will prepare a written report of the findings of this investigation. The report will include:
• Discussion of field procedures and methods;
• Installation and sampling of GWMWs;
• Installation and GGW sampling;
• Field observations;
• Laboratory data analysis, results, and interpretation; • Conclusions and recommendations;
• Tables and figures to present data and assist with interpretation; • Boring logs and well construction diagrams;
• GWMW survey data;
• Laboratory data reports.
EKI will submit the draft report to Client within 10 days of receipt of the final laboratory report. The report will not be submitted to DTSC or environmental regulatory agencies for review.
Task 2: Additional Drilling Activities: Soil and Soil Vapor Investigations Task 2 covers pre-field and field activities for drilling/installation of shallow soil borings and SVP wells. The final locations and numbers of sampling locations will be determined in consultation with the Client and its consultants. Based on the results of the groundwater sampling, if Client opts to proceed with additional investigations of the Site, the additional sampling scope will be finalized and a work plan prepared. The work plan will describe the sampling locations, procedures, and laboratory analyses. The work plan will be submitted to Client for review and acceptance. EKI assumes it will not be submitted to DTSC or other environmental regulatory agencies outside of the City of Santa Fe Springs for review and approval. Prefield activities will consist of the following:
• Apply for and obtain a well/exploration hole permit from the County of Los Angeles Public Health Department, Environmental Health Division for soil vapor borings; • Prepare field forms, order, pickup and calibrate field equipment; • Mark out proposed boring locations with white paint;
• Notify Underground Service Alert of Southern California (DigAlert) for underground utility clearance at least two working days in advance of performing intrusive activities; • Use a private geophysical subcontractor to survey for subsurface utilities or objects at every proposed boring location. EKI has assumed utility clearance with a licensed company will take one full day to complete.
• Contract with a licensed drilling company to drill borings, and install temporary groundwater monitoring wells (GWMWs);
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 26 November 2025
• Contract with a California licensed professional land surveyor to survey the sampling locations; • Contract with a waste disposal company to profile, transport and dispose of investigation derived waste (IDW);
• Contract with a laboratory for supplies and to perform the suggested analyses of samples.
Shallow Soil Borings and SVP Borings
EKI proposes advancing shallow soil borings and SVP borings. The shallow soil and SVP borings will be installed in accordance with the work plan referenced above. The licensed driller contracted by EKI under Task 1 will perform the drilling. EKI will provide oversight during drilling and all other field activities for the duration of the task. The top 5 feet of each SVP borehole will be cleared with a hand auger for an added layer of protection against damaging buried utilities. Shallow soil samples will be collected with a hand auger.
At each borehole location for soil and soil vapor sampling, soil will be logged. For the deeper SVP borings, soil will be logged every 5 feet bgs. Soil samples will be logged by EKI field staff using the Unified Soil Classification System. Soil color will be described in accordance with The Munsell Soil Color Charts. EKI field staff that are logging soil samples will be California-registered Professional Geologists or will be working under the supervision of a Professional Geologist or Professional Civil Engineer who is registered in the State of California.
EKI field staff will measure the concentration of volatile organic compounds (VOCs) in soil cuttings using a calibrated photoionization detector (PID). This will be done by placing a portion of the soil cuttings into a plastic (e.g., Ziploc®) bag and inserting the PID inlet probe inside the bag to monitor the head space. A reading will be recorded after the VOC concentration on the PID has stabilized.
EKI will prepare boring logs and well construction diagrams to document soil characteristics and SVP installation. The boring logs will be included in the report described in Task 4 below.
SVP Installation
EKI will provide oversight during the installation of the SVP well clusters. These SVPs will help address data gaps regarding the vertical and horizontal extent of soil vapor impacts in the southeast portion of the Site Task 3: Sampling Activities: Soil, Soil Vapor, IDW
This task details the soil and soil vapor sampling activities to be conducted as part of the additional site investigation work.
Soil Sampling and Analysis
Shallow soil samples will be collected using a hand auger and transferred into laboratory-provided sampling containers to meet the requirements of each analytical method. These samples will be placed on ice in a laboratory-supplied cooler, transferred to the laboratory under chain of custody, and analyzed for VOCs by EPA Method 8260B, total petroleum hydrocarbons in the gasoline, diesel, and motor oil range (TPH-g/d/mo) by EPA Method 8015, and Title 22 metals and mercury by EPA Method 6020/7470. Samples will be collected by the EKI field professional overseeing the drilling activities described in Task 2.
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 26 November 2025
Soil Vapor Sampling and Analysis
Soil vapor, duplicate and shroud samples will be collected The soil vapor samples will be collected in accordance with the work plan prepared under Task 1. Samples will be collected following a shut-in test to check the Summa canisters for possible leaks, purging a minimum of three times the volume of the tubing and sand pack if feasible, and conducting a sampling leak check . Samples will be analyzed by laboratory for:
• VOCs;
• Leak check compound.
IDW Sampling and Analysis
After drilling and sampling activities, IDW will be sampled and profiled for disposal. To profile the IDW, EKI will collect up to two soil composite samples and up to two water (purge and decontamination water) composite samples from the drums in appropriate laboratory supplied bottles, labeled, stored in a cooler with ice, and transported to a State of California certified analytical laboratory under chain-of-custody procedures for VOC analysis using EPA Method 8260B, TPH-g/d/mo by USEPA Method 8015, and Title 22 metals by USEPA Method 6010/7471B. Samples will be analyzed on standard turn-around time. Estimated costs include offsite disposal of IDW’s.
Task 4: Reporting
EKI will share the results of the laboratory analyses within one day of receipt and verification. These results can be used for discussions of the status of investigations and additional steps, if necessary. If directed, EKI will prepare a written report of the findings of the additional investigation activities. The report will include:
• Discussion of field procedures and methods;
• Installation and sampling of SVPs (if installed);
• Field observations;
• Laboratory data analysis, results, and interpretation; • Conclusions and recommendations;
• Tables and figures to present data and assist with interpretation; • Boring logs and well construction diagrams;
• Survey data;
• Laboratory data reports.
EKI will submit the draft report to Client within 10 days of receipt of the final laboratory report. The report will not be submitted to DTSC or environmental regulatory agencies for review.
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 26 November 2025
PROJECT SCHEDULE
EKI is ready to proceed with the work upon receipt of written authorization. Drilling activities will be scheduled as soon as feasible in December 2025, following obtaining the County of Los Angeles well/exploration permit and contingent on contractor availability. Permitting timeline for receipt of the well/exploration permit can take up to 10 working days.
COMPENSATION FOR CONSULTING SERVICES
Compensation for consulting services by EKI will be on a time and expense reimbursement basis in accordance with an Agreement between EKI and the Client and the Schedule of Charges dated 24 November 2025.
Based on the scope of services described herein, EKI proposes an estimated budget of $250,000, which will not be exceeded without additional authorization from Client. If this proposal meets with your approval, please sign where noted below, and return a copy to our office to confirm our authorization to proceed. We are pleased to have the opportunity to continue to work with you on this project. Please call if you have any questions or wish to discuss this proposal in greater detail.
We are pleased to have the opportunity to work with you on this project. Please call if you have any questions or wish to discuss this proposal in greater detail.
Very truly yours,
EKI ENVIRONMENT & WATER, INC.
Earl James, P.G. David Tietje, P.E.
Vice President Principal Engineer
AUTHORIZATION
Mr. René Bobadilla
By__________________________
Title_________________________
Date_________________________
Attachments
Schedule of Charges, dated 1 January 2025
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 27 Exhibit “B”
[Compensation Rate]
[separately attached]
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C Client/Address: Successor Agency to the Community Development Commission/ Redevelopment Agency of the City of Santa Fe Springs
11710 East Telegraph Road
Santa Fe Springs, CA 90670
Proposal/Agreement Date: 11/24/2025 EKI Proposal/Project # EKI C50275.00 SCHEDULE OF CHARGES FOR EKI ENVIRONMENT & WATER, INC. 24 November 2025 Personnel Classification Hourly Rate
Officer and Chief Engineer-Scientist 366
Principal Engineer-Scientist 353
Supervising I, Engineer-Scientist 343
Supervising II, Engineer-Scientist 329
Senior I, Engineer-Scientist 315
Senior II, Engineer-Scientist 304
Associate I, Engineer-Scientist 291
Associate II, Engineer-Scientist 275
Engineer-Scientist, Grade 1 255
Engineer-Scientist, Grade 2 241
Engineer-Scientist, Grade 3 221
Engineer-Scientist, Grade 4 199
Engineer-Scientist, Grade 5 175
Engineer-Scientist, Grade 6 152
Project Assistant 143
Technician 137
Senior GIS/Database Analyst 180
CADD Operator / GIS Analyst 157
Senior Administrative Assistant 172
Administrative Assistant 136
Secretary 114
Direct Expenses
Reimbursement for direct expenses, as listed below, incurred in connection with the work will be at cost plus fifteen percent (15%) for items such as:
a. Maps, photographs, reproductions, printing, equipment rental, and special supplies related to the work. b. Consultants, soils engineers, surveyors, drillers, laboratories, and contractors. c. Rented vehicles, local public transportation and taxis, travel, and subsistence. d. Special fees, insurance, permits, and licenses applicable to the work. e. Outside computer processing, computation, and proprietary programs purchased for the work.
A Communication charge for e-mail access, web conferencing, cellphone calls, messaging and data access, file sharing, local and long distance telephone calls and conferences, facsimile transmittals, standard delivery U.S. postage, and incidental in-house copying will be charged at a rate of 4% of labor charges. Large volume copying of project documents, e.g., bound reports for distribution or project-specific reference files, will be charged as a project expense as described above.
Reimbursement for company-owned automobiles, except trucks and four-wheel drive vehicles, used in connection with the work will be at the rate of sixty cents ($0.60) per mile. The rate for company-owned trucks and four-wheel drive vehicles will be seventy-five cents ($0.75) per mile. There will be an additional charge of thirty dollars ($30.00) per day for vehicles used for field work. Reimbursement for use of personal vehicles will be at the federally allowed rate plus fifteen percent (15%).
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C CADD and other specialized software computer time will be charged at twenty dollars ($20.00) per hour. In-house material and equipment charges will be in accordance with the current rate schedule or special quotation. Excise taxes, if any, will be added as a direct expense.
Rate for professional staff for legal proceedings or as expert witnesses will be at a rate of one and one-half times the Hourly Rates specified above.
The foregoing Schedule of Charges is incorporated into the Agreement for the Services of EKI Environment & Water, Inc. and may be updated annually.
Docusign Envelope ID: 1A1C1FA4-240F-417A-B3FA-60E504F1E10C 17880 Fitch
Irvine, CA 92614
(650) 292-9100
ekiconsult.com
11 August 2026
René Bobadilla
Executive Director
Successor Agency to the Community Development Commission/ Redevelopment Agency of the City of Santa Fe Springs
11710 East Telegraph Road
Santa Fe Springs, CA 90670
Subject: Scope of Work and Cost Estimate
Groundwater Monitoring Well Decommissioning (Permitting and Field Activities) Soil Cuttings Bin Rental Fees
MC&C IV Surplus Property
Santa Fe Springs, CA
(EKI C50364.00)
Dear Mr. Bobadilla:
EKI Environment & Water, Inc. (EKI or Consultant) is pleased to provide this proposal to the Successor Agency to the Community Development Commission/Redevelopment Agency of the City of Santa Fe Springs (Successor Agency or Client) to conduct supplemental environmental services for the MC&C IV Surplus Property located north of Telegraph Road and southwest of Romandel Avenue in Santa Fe Springs, California (Site or Subject Property). In December 2025 and January 2026, EKI installed, developed, and sampled five (5) temporary groundwater monitoring wells (GW-1 through GW-5) at the Site. EKI reported the results of the investigation to Client on 14 January 2026. EKI subsequently submitted a Draft Limited Soil and Groundwater Investigation Report (Report) to Client on 2 April 2026. Client provided comments on the Draft Report on 29 June 2026. EKI submitted a revised Report addressing Client comments on 10 July 2026.
Following the completion of groundwater monitoring well installation and sampling activities, EKI participated in virtual meetings with Client’s legal counsel and environmental consultant on 13 February 2026 and 30 March 2026. Following are some key items discussed during these meetings pertinent to the scope of services in this proposal:
• During the 13 February 2026 meeting, Client advised EKI they were evaluating options for potential resampling of one or more of the groundwater monitoring wells and to hold off on well abandonment.
• During the 30 March 2026 meeting, Client requested that EKI proceed with decommissioning GW4.
Based on direction from Client, EKI submitted Well/Exploration Hole Permit Applications to the County of Los Angeles, Environmental Health Division, Drinking Water Program (DWP) in January 2026 to decommission GW-1 through GW-5. One application was submitted for each groundwater monitoring well since each one is located in a separate parcel, based on the DWP requirement to submit a separate René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 11 August 2026
application for each parcel. DWP issued decommissioning permits for GW-1 through GW-5 on 10 February 2026. As discussed above, EKI held off on coordinating well abandonment activities until authorized by Client during the 30 March 2026 meeting, specifically for GW-4.
This proposal is being submitted to Client because well abandonment permitting and decommissioning activities were not included in EKI’s contracted scope of services that were incorporated in the EKI-Client Professional Services Agreement.1
SITE BACKGROUND
The Site consists of 8.7 acres and is located on the northern side of Telegraph Road, west of the intersection with Freeman Avenue in Santa Fe Springs, California. The Site has been assigned Los Angeles County tax assessor parcel numbers (APNs) 8011-002-901 through -03 and 8011-003-955 through -979.
The Site is located in the Santa Fe Springs oil and gas field and contains 16 oil and gas production wells, consisting of four previously plugged and abandoned wells and 12 active or inactive wells. Historically, the property also contains features resembling oil well sumps and aboveground storage tanks (ASTs) that were part of the oil production operations. An oil processing facility (Golden Eagle) and specialty chemical manufacturing facility (the Productol/PMC Specialties facility) were previously located on the adjoining property to the north/west of the Site.
SCS Engineers conducted two rounds of soil vapor investigations on behalf of the Successor Agency. The first round was conducted as part of a Phase II environmental site assessment from 15 May to 19 May 2025. In October 2025, SCS conducted a second round of soil vapor sampling, which targeted assessment of the lateral and vertical extent of benzene impacts in the southeastern/eastern portion of the Site.
EKI conducted a subsurface investigation at the Site in December 2025 and January 2026. During this investigation, EKI drilled and installed five temporary groundwater monitoring wells and collected soil and groundwater samples. Soil samples were collected from various depths in each well boring and analyzed for volatile organic compounds (VOCs), Title 22 metals, and total petroleum hydrocarbons as gasoline, diesel, and motor oil (TPH-g/d/mo). Following well installation and development, EKI collected groundwater samples from each well and analyzed them for VOCs and TPH-g/d/mo. The constituents of primary interest detected in groundwater during this investigation were benzene, tetrachloroethene (PCE), 1,2-dichloroethene (1,2-DCE), and TPH-g.
SCOPE OF SERVICES
EKI proposes to complete the following scope of services. Some of these have been initiated at the request of Client:
1 26 November 2025, Scope of Work and Budget, Supplemental Investigations, MC&C IV Property, Santa Fe Springs, CA.
René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 11 August 2026
Task 1 – Groundwater Monitoring Well Decommissioning
Task 1a – Obtain Permits to Decommission GW-1 through GW-5 (Completed) EKI conducted the following activities to secure groundwater monitoring well decommissioning permits from DWP:
• Preparation of DWP well/exploration abandonment permit applications for each of the five groundwater monitoring wells. DWP required separate permit applications for each well since each well is located on a separate parcel. The DWP permit application required completion of a 2-page form, work plan description, well construction diagram with details on the well features such as the type and/or depth of the well boring, well casing, well screen and annular seal; and payment of fees of $751.32 per application. Copies of the permit applications and DWP permits have been provided to Client.
• Following initial submittal of the well/exploration abandonment permit applications, DWP required submittal of Department of Water Resources (DWR) well completion reports. This necessitated preparation of digitized boring logs. The well completion reports were submitted via the DWR “OSWCR” portal. The submittal included general well information, well property parcel number, well survey coordinates and elevation, borehole specifications, unified soil classification system (UCSC) boring logs, casing data, annular material log, and well construction diagram.
Well decommissioning permits for all five groundwater monitoring wells were obtained on 10 February 2026 and expired on 9 August 2026. At the request of Client, EKI worked with DWP to obtain extensions to these permits. DWP approved a 90-day extension, to 8 November 2026, for each of the groundwater monitoring well abandonment permits on 31 July 2026.
Task 1b – Decommission Groundwater Monitoring Well GW-4 and Install Wellhead for GW-2 Under this task, EKI will retain the services of a licensed drilling subcontractor to abandon groundwater monitoring well GW-4. The abandonment procedures will comply with the DWP decommissioning permit.
Accordingly, GW-4 will be abandoned by (1) perforating the well casing from the bottom of the well to the bottom of the bentonite pellet annular seal (approximately 80 feet to 63 feet below ground surface (bgs)); (2) pressure grouting with neat cement grout mix (4-6 gallons of water per 94-pound sack of Portland cement with up to 6% bentonite) via tremie pipe from the bottom of the well to approximately 4 feet bgs; (3) removing the well box and cutting the casing off at 4 feet bgs and placing a neat cement mushroom cap; and (4) backfilling the boring with neat cement from 4 feet bgs to existing grade. Well decommissioning is expected to take 1 day to complete. The destruction of the well will be witnessed by a DWP inspector and will be overseen by an EKI field geologist. Within 60 days following well abandonment, a well completion report/log will be submitted to DWP via their online system of well completion reports. The small amount of construction debris (including the well box and PVC pipe) produced from the well abandonment will be disposed by the driller.
As part of this task, EKI is requesting reimbursement for a second mobilization to install a flush-mounted well monument at GW-2, to accommodate ongoing equipment/vehicle parking requested by Parking Unlimited. The original wellhead completion at GW-2 consisted of a standpipe, due to surface soil conditions at the time of installation.
René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 11 August 2026
Task 2 –Soil Cuttings Bin Rental Fees (Completed)
A 20 cubic yard roll-off bin was delivered to the Site in mid-December 2025 for staging soil cuttings from drilling the groundwater investigation well borings, i.e., investigation derived waste (IDW). This bin was removed from the Site on 16 June 2026. The bin rental rate was $574 per month, including a 12.5% broker fee (energy and insurance surcharge, which was passed through to EKI). The bin was staged onsite for 6 months. The protracted period of bin rental was due to several factors such as timing for release of analytical results to initiate waste profiling of the soil cuttings, completion of the profile for disposal of the soil cuttings, and manifest signature and scheduling of the bin pickup. EKI proposes to pay for two thirds (4 months) of the bin rental fees. Accordingly, a cost for 2 months of bin rental ($1,150 plus 15% markup) is included in this proposal. EKI has already invoiced Client for bin rental for approximately 2.5 months (mid-December through February). EKI can provide a deduction of one half month of bin rental on a future invoice.
PROJECT SCHEDULE
EKI will schedule field activities for the GW-4 well abandonment at a mutually agreed upon schedule with Client.
COMPENSATION FOR CONSULTING SERVICES
Compensation for consulting services by EKI will be on a time and expense reimbursement basis in accordance with the Professional Services Agreement between EKI and the Client previously executed on 24 November 2025, and the attached Schedule of Charges dated 1 January 2026, which is proposed for this scope of services. Based on the scope of services described herein, EKI proposes an estimated budget of $25,000, which will not be exceeded without additional authorization from Client. A budget summary is presented in Table 1:
TABLE 1 – ESTIMATED BUDGET SUMMARY
Task Estimated Budget
Task 1a: Obtain Permits to Decommission GW-1 to GW-5 (Completed) $12,700 Task 1b: Decommission GW-4/Install GW-2 Wellhead $11,000 Task 2: Soil Cuttings Bin Rental Fees (Completed) $1,300 Total Estimated Budget $25,000
If this proposal meets with your approval, please sign where noted below, and return a copy to our office to confirm our authorization to proceed. We are pleased to have the opportunity to continue to work with you on this project. Please call if you have any questions or wish to discuss this proposal in greater detail.
René Bobadilla
Executive Director, City of Santa Fe Springs Successor Agency 11 August 2026
We are pleased to have the opportunity to work with you on this project. Please call if you have any questions or wish to discuss this proposal in greater detail.
Very truly yours,
EKI ENVIRONMENT & WATER, INC.
Wai Kwan, Ph.D., P.E. David Tietje, P.E.
Supervising Environmental Engineer Principal-In-Charge
AUTHORIZATION
Mr. René Bobadilla
By__________________________
Title_________________________
Date_________________________
Attachments
Schedule of Charges, dated 1 January 2026
Client/Address: Successor Agency of the City of Santa Fe Springs 11710 East Telegraph Road
Santa Fe Springs, CA 90670
Proposal/Agreement Date: 11 August 2026 EKI Proposal/Project # C50364.00 SCHEDULE OF CHARGES FOR EKI ENVIRONMENT & WATER, INC. 1 January 2026 Personnel Classification Hourly Rate
Officer and Chief Engineer-Scientist 366
Principal Engineer-Scientist 353
Supervising I, Engineer-Scientist 343
Supervising II, Engineer-Scientist 329
Senior I, Engineer-Scientist 315
Senior II, Engineer-Scientist 304
Associate I, Engineer-Scientist 291
Associate II, Engineer-Scientist 275
Engineer-Scientist, Grade 1 255
Engineer-Scientist, Grade 2 241
Engineer-Scientist, Grade 3 221
Engineer-Scientist, Grade 4 199
Engineer-Scientist, Grade 5 175
Engineer-Scientist, Grade 6 152
Project Assistant 143
Technician 137
Senior GIS / Database Analyst 180
CADD Operator / GIS Analyst 157
Senior Administrative Assistant 172
Administrative Assistant 136
Secretary 114
Direct Expenses
Reimbursement for direct expenses, as listed below, incurred in connection with the work will be at cost plus fifteen percent (15%) for items such as:
a. Maps, photographs, reproductions, printing, equipment rental, and special supplies related to the work. b. Consultants, soils engineers, surveyors, drillers, laboratories, and contractors. c. Rented vehicles, local public transportation and taxis, travel, and subsistence. d. Special fees, insurance, permits, and licenses applicable to the work. e. Outside computer processing, computation, and proprietary programs purchased for the work.
A Communication charge for e-mail access, web conferencing, cellphone calls, messaging and data access, file sharing, local and long distance telephone calls and conferences, facsimile transmittals, standard delivery U.S. postage, and incidental in-house copying will be charged at a rate of 4% of labor charges. Large volume copying of project documents, e.g., bound reports for distribution or project-specific reference files, will be charged as a project expense as described above.
Reimbursement for use of personal vehicles will be at the federally allowed rate plus fifteen percent (15%). Reimbursement for company-owned vehicles used in connection with the work will be at the federally allowed rate. There will be an additional charge of thirty dollars ($30.00) per day for company-owned vehicles used for field work.
CADD and other specialized software computer time will be charged at twenty dollars ($20.00) per hour. In-house material and equipment charges will be in accordance with the current rate schedule or special quotation. Excise taxes, if any, will be added as a direct expense.
Rate for professional staff for legal proceedings or as expert witnesses will be at a rate of one and one-half times the Hourly Rates specified above.
The foregoing Schedule of Charges is incorporated into the Agreement for the Services of EKI Environment & Water, Inc. and may be updated annually.
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT: QUARTERLY UPDATE #5 – COMPREHENSIVE ZONING CODE UPDATE PROJECT DATE: Tuesday, August 18, 2026, 5:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Receive and file this update on the Comprehensive Zoning Code Update project.
FISCAL IMPACT
None. Project costs are covered under the City’s contract with Lisa Wise Consulting, Inc. (LWC).
BACKGROUND
On November 12, 2024, the City Council authorized the issuance of Request For Proposals (RFP 25-8) to initiate a comprehensive update to Chapter 155 (Zoning) of the Municipal Code. The primary goals of the update is to create a streamlined, user-friendly Zoning Code that is aligned with the General Plan and incorporates best practices in land use planning.
Following a competitive selection process, the Council awarded a two-year contract to LWC on March 18, 2025.
Quarterly progress updates will be provided to the City Council through project completion in Spring 2027.
ANALYSIS
Project Goals
Key project goals include:
Streamlining the development review process;
Conducting inclusive and meaningful outreach; and
Modernizing and simplifying the zoning code.
Project Status
City staff is currently completing its review of the Administrative Draft Zoning Code prepared by LWC. Staff and LWC have conducted two review calls to discuss preliminary feedback, with the final review call anticipated in late August or early September. Following completion of City staff's preliminary review, LWC will incorporate necessary revisions over an approximately one-month period and prepare the Public Review Draft Zoning Code, which is anticipated to be available in the fall. The Public Review Draft Zoning Code will also include draft Industrial Objective Design Standards (ODS; see below).
ENVIRONMENTAL
This update is not a project under CEQA (Section 15378(b)(5)) as it constitutes general administrative activity.
DISCUSSION
Recent Outreach Activities
The Zoning Code Update team recently conducted its second and final Industrial ODS Focus Group meeting:
Industrial ODS Focus Group Meeting #2
June 17, 2026 – Virtual, 2:00 p.m.
Discussion of LWC’s Focus Group Draft Industrial ODS, which address various industrial ODS topics, including applicability, the streamlined review process, and building massing, articulation, materials, and number of required colors. The purpose of the industrial ODS is to streamline development approvals while promoting high-quality industrial design.
Upcoming Outreach Activities
The following engagement activities are planned:
Community Workshop #4
Fall 2026 – Location to be determined
Overview of the project, presentation of outreach results, discussion of the Public Review Draft Zoning Code, and collection of community feedback.
Joint Planning Commission and City Council Study Session Fall 2026 – City Hall
Overview of the project, presentation of outreach results, discussion of the Public Review Draft Zoning Code, and collection of community feedback.
SUMMARY/NEXT STEPS
The Zoning Code Update is progressing well, and staff will continue providing quarterly updates throughout the during of the project.
The Public Review Draft Zoning Code, including the Public Review Draft Industrial ODS, is anticipated to be available for public review in the fall. Following the public review period, LWC will incorporate comments received and prepare the Public Hearing Draft. Adoption hearings are anticipated to take place in the winter or spring.
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT:
APPROVAL OF SECOND AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT WITH PR FIELD SERVICES, INC.
DATE: Tuesday, August 18, 2026, 5:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Determine that the proposed action is exempt from the California Environmental Quality Act (Pub. Res. Code § 21000 et seq.) (“CEQA”) pursuant to State CEQA Guidelines (Cal. Code Regs., tit. 14., § 15000 et seq.) Section 15061(b)(3) (Common Sense Exemption); and
2. Approve the final Second Amendment to the Professional Services Agreement with PR Field Services, Inc. for on-call petroleum engineering services (“Second Amendment”), and authorize the City Manager to execute the Second Amendment in substantially the form presented, with such minor modifications as approved by the City Attorney; and
3. Take such additional, related actions that may be desirable.
FISCAL IMPACT
Petroleum engineering services under this Second Amendment will be provided on an on-call, as-needed, task order basis, with compensation based on approved hourly rates and negotiated scopes of work, included with the proposal PR Field Services, Inc. submitted in response to Request for Qualifications No. 26-2 (“RFQ”).
Funding for petroleum engineering services will be provided from City Budget Account No. 10103199 (Administration & Current Planning) – Object No. 542094 (Design Services), and other applicable funds and accounts associated with oil well abandonment, environmental remediation, regulatory compliance, and related capital or operating projects, as applicable. There is no guarantee of a minimum amount of work. Expenditures will be incurred only upon issuance of City-approved work orders.
BACKGROUND
On November 26, 2025, the City of Santa Fe Springs (“City”) entered into a Professional Services Agreement (“PSA”) with PR Field Services, Inc. for on-call petroleum engineering and well abandonment consulting services for a notto-exceed compensation (“Not-to-Exceed Sum”) of $50,000 during the term of the PSA. The term for the initial PSA is one year, ending on November 26, 2026, with an optional one-year extension term. The City Manager approved the initial PSA pursuant to his authority under Section 34.21(B) of the Santa Fe Springs Municipal Code.
On December 2, 2025, the City and PR Field Services, Inc. executed a First Amendment to increase the Not-toExceed Sum to $100,000, pursuant to the City Manager’s authority under Section 34.21(B) of the Santa Fe Springs Municipal Code.
On December 4, 2025, the City issued the RFQ seeking qualified firms to provide on-call petroleum engineering services. The RFQ was issued and administered in accordance with the City’s procurement policies and made available through the City’s PlanetBids portal.
The City received three Statements of Qualifications by the January 15, 2026 deadline. An evaluation panel reviewed and scored the submittals in accordance with the criteria outlined in the RFQ. Based on that evaluation, Cornerstone Engineering, Inc. and PR Field Services, Inc. were the two top-ranked firms.
On March 3, 2026, the City Council approved Resolution No. 10002, awarding PSAs to Cornerstone Engineering, Inc. and PR Field Services, Inc. for on-call petroleum engineering services. The City Council also authorized staff to finalize and execute PSAs with the selected firms, develop and issue task orders for priority well evaluations and abandonment projects, and return to City Council as necessary for additional appropriations or project-specific approvals.
ANALYSIS
The City and PR Field Services, Inc. wish to amend certain sections of the existing PSA to conform with the City’s needs under the RFQ.
The proposed Second Amendment includes the following amendments:
Term: Extends the Term of the existing PSA to March 3, 2029, with two (2) optional one-year extension periods;
Scope of Services: Ensures the services and tasks provided by PR Field Services, Inc. under the PSA align with the services and tasks described in the RFQ and the proposal PR Field Services, Inc. submitted in response to the RFQ; and
Compensation: Removes the $100,000 Not-to-Exceed Sum so that the compensation rate during the remainder of the Term is based on the compensation rates provided by PR Field Services, Inc. in response to the RFQ.
ENVIRONMENTAL
Approval of a Second Amendment to a PSA for on-call petroleum engineering services is exempt from CEQA pursuant to State CEQA Guidelines Section 15061(b)(3) (Common Sense Exemption) because there is no possibility that this action will have a significant effect on the environment as it does not approve any construction or development. Any future construction or development will be subject to the CEQA process. Therefore, no further action is required pursuant to CEQA.
DISCUSSION
The proposed Second Amendment revises the Term, Scope of Services, and Compensation sections of the City’s existing PSA with PR Field Services, Inc. to ensure that it aligns with the City’s needs under the RFQ.
SUMMARY/NEXT STEPS
Upon approval of the recommended actions by City Council, staff will execute the Second Amendment and coordinate on-call petroleum engineering services provided under the RFQ.
Attachments
Attachment No. 1 – Second Amendment to Professional Services Agreement with PR Field Services, Inc. for On- Call Petroleum Engineering Services 2026
SECOND AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
(Engagement: On-Call Petroleum Engineering Services)
(Parties: PR Field Services, Inc. and City of Santa Fe Springs) THIS SECOND AMENDMENT (“Second Amendment”) to that certain professional services agreement dated November 26, 2025, by and between the City of Santa Fe Springs (“CITY”) and PR Field Services, Inc. (“CONSULTANT”) is made and entered into this ____ day of ___________, 2026 (hereinafter, “Effective Date”). For the purposes of this Second Amendment, the capitalized term “Party” may refer to either CITY or CONSULTANT, interchangeably as appropriate, or collectively, as the “Parties.”
RECITALS
This Second Amendment is made and entered into with respect to the following facts:
WHEREAS, pursuant to Chapter 117 of the Santa Fe Springs Municipal Code, the CITY regulates oil and gas operations, inclusive of installation, maintenance, drilling for or production of oil and gas on lands within the CITY limits; and WHEREAS, the CITY requires the expertise of petroleum engineering consultants to assist the CITY with oil and gas well abandonment projects, compliance oversight, and related activities; and
WHEREAS, on November 26, 2025, the CITY and CONSULTANT entered into a Professional Services Agreement (hereinafter “Master Agreement”) to provide petroleum engineering and well abandonment consulting services on an on-call, as-needed basis; and
WHEREAS, the Master Agreement was subsequently amended on December 2, 2025, by way of a First Amendment, to increase the not-to-exceed compensation (the “Not-to-Exceed Sum”) from Fifty Thousand Dollars ($50,000) to One Hundred Thousand Dollars ($100,000); and
WHEREAS, the Master Agreement, as amended by way of the First Amendment, is attached and incorporated hereto as Exhibit “D”; and WHEREAS, on December 4, 2025, the CITY issued Request for Qualifications No. 26-2 (“RFQ”), soliciting Statements of Qualifications (“SOQs”) from qualified petroleum engineering consulting companies for on-call petroleum engineering services, attached and incorporated hereto as Exhibit “A”; and
WHEREAS, the RFQ allows for the award of professional services agreements to multiple selected firms; and
WHEREAS, CONSULTANT submitted a timely SOQ in response to the RFQ (the “CONSULTANT Proposal”), attached and incorporated hereto as Exhibit “B”; and WHEREAS, after evaluating all SOQs received, CITY staff selected CONSULTANT based on its SOQ evaluation score and recommended to the City Council that CITY enter into an agreement with CONSULTANT for on-call petroleum engineering services; and
WHEREAS, on March 3, 2026, the City Council adopted Resolution No. 10002, awarding professional services agreements to CONSULTANT and Cornerstone Engineering, Inc. for on-call petroleum engineering services; and WHEREAS, the CITY and CONSULTANT wish to amend certain sections of the Master Agreement, specifically the Term, Compensation, and Scope of Services to conform with the CITY’s needs under the RFQ; and
WHEREAS, in accordance with the RFQ, the CITY will continue to issue work orders on an as-needed basis, and CONSULTANT’s services will continue to be performed on a project-by-project basis pursuant to a request from the CITY; and WHEREAS, compensation for CONSULTANT’s services during the remainder of the Term shall be in accordance with the Compensation Rate included in CONSULTANT’s Proposal, attached and incorporated hereto as Exhibit “C”.
NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the Parties agree as follows:
SECTION 1. The recitals set forth above are true, correct and are hereby incorporated by reference in full herein.
SECTION 2. Section 1.1 (Term) of the Master Agreement is hereby amended to extend the November 26, 2026 expiration date to March 3, 2029, with two (2) optional one-year extension periods. Accordingly, Section 1.1 (Term) will read as follows:
1.1 TERM: This Agreement shall have a term (hereinafter, the “Term”), commencing on the Effective Date and ending on March 3, 2029. Nothing in this Section shall operate to prohibit or otherwise restrict the CITY’s ability to terminate this Agreement at any time for convenience or for cause as provided under Article V (Termination), below. The Term may be extended for two (2) one-year periods at the option of the CITY, provided that CITY provides CONSULTANT with written notice of CITY’s intent to exercise CITY’s option to extend the Term of the Agreement no less than thirty (30) days prior to the expiration of the Term or any prior extension term. In the event CITY exercises its option to extend this Agreement, all terms, conditions, and provisions of this Agreement shall remain in effect and govern the duties, responsibilities, and liabilities of the parties hereto.
SECTION 3. The Parties agree to replace Exhibit A in its entirety with the RFQ, attached hereto as Exhibit “A” and incorporated herein by reference.
SECTION 4. The Parties agree to replace Exhibit B in its entirety with the CONSULTANT Proposal, attached hereto as Exhibit “B” and incorporated herein by reference.
SECTION 5. The Parties agree to add Exhibit C, Compensation Rate, attached hereto as Exhibit “C” and incorporated herein by reference.
SECTION 6. Section 1.2 (Scope of Services) of the Master Agreement is hereby amended to read as follows:
1.2 SCOPE OF SERVICES:
A. Subject to the terms and conditions of this Agreement, CONSULTANT agrees to provide the services and tasks described in that certain Request for Qualifications of CITY entitled “Petroleum Engineering Services; RFQ No. 26-2” (hereinafter, “CITY RFQ”) and the written proposal of CONSULTANT entitled “Statement of Qualifications – RFQual 26-2, On-Call Petroleum Engineering Services” (hereinafter, the “CONSULTANT Proposal”). CONSULTANT further agrees to furnish to CITY all labor, materials, tools, supplies, equipment, services, tasks, and incidental and customary work necessary to competently perform and timely complete the services and tasks set forth in the Scope of Services. The CITY RFQ and the CONSULTANT Proposal are attached and incorporated hereto as Exhibit “A” and “B” respectively. The term “Scope of Services” shall be a collective reference to the CITY RFQ and the CONSULTANT Proposal. The capitalized term “Services” shall be a collective reference to all the various services and tasks referenced in the Scope of Services. In the event of any conflict or inconsistency between the provisions of the document entitled CITY RFQ and the provisions of the document entitled CONSULTANT Proposal, the requirements of the document entitled CITY RFQ shall govern and control but only to the extent of the conflict or inconsistency and no further. In the event of any conflict or inconsistency between the provisions of the Scope of Services and the provisions of this Agreement to which the Scope of Services is attached, the provisions of this Agreement shall govern and control.
SECTION 7. Section 1.4 (Compensation) of the Master Agreement is hereby amended to remove the existing $100,000 Not-to-Exceed Sum. Accordingly, Section 1.4 shall read as follows:
1.4 COMPENSATION: For the remainder of the Term, CONSULTANT shall perform the Services in accordance with the Compensation Rate, which is attached and incorporated hereto as Exhibit “C.”
SECTION 8. Except as amended herein, all terms, conditions, and provisions of the Agreement, as amended, shall remain in binding, controlling, and in full force and effect. The provisions of this Second Amendment shall be deemed a part of the Agreement, as amended. Except as otherwise provided under this Second Amendment, the Agreement, as amended, and all provisions contained herein, shall remain binding and enforceable. In the event of any conflict or inconsistency between the provisions of this Second Amendment and the provisions of the Agreement, the provisions of this Second Amendment shall govern and control, but only so far as such provisions conflict with the Agreement, as amended, and no further.
[SIGNATURES ON FOLLOWING PAGES]
IN WITNESS WHEREOF, the Parties hereto have set their hand by their duly authorized representatives as of the day and year first above written.
CITY OF SANTA FE SPRINGS PR FIELD SERVICES, INC.
____________________________ ____________________________ René Bobadilla, City Manager Steven Coombs, President
Date: ____________________ Date: ____________________
ATTEST :
__________________________
Maribel Garcia, City Clerk
APPROVED AS TO FORM:
___________________________
Rick Olivarez, City Attorney
EXHIBIT “A”
RFQ No. 26-2
REQUEST FOR QUALIFICATIONS
No. 26 - 2
On-Call Petroleum Engineering Services
Issue Date: Thursday, December 4, 2025
Questions Due Date: Tuesday, January 6, 2026, at 2 PM Pacific Proposal Due Date: Thursday, January 15, 2026, at 2 PM Pacific 2 (THIS PAGE INTENTIONALLY LEFT BLANK)
3 TO PROSPECTIVE PROPOSERS
The City of Santa Fe Springs (“City”) invites qualified firms to submit proposals in response to this Request for Qualifications (“RFQual”). The City will evaluate responses to this solicitation to determine qualifications. Submissions must adhere to the format and content described. Only proposals that adhere to the requirements will be considered.
The information set forth is the minimum required to be considered. The successful Proposer will be required to enter into a Professional Services Agreement in accordance with the specifications outlined in this RFQual.
DATE OF SOLICITATION
December 4, 2025
PROJECT
On-Call Petroleum Engineering Services
PROPOSAL OWNER
City of Santa Fe Springs – Community Development
11710 Telegraph Road
Santa Fe Springs, CA 90670
Attn: Cuong Nguyen, Director
Contact Phone: (562) 868 - 0511
Contact E-Mail: [email protected]
PROPOSAL CONTACT
City of Santa Fe Springs – Department of Finance
11710 Telegraph Road
Santa Fe Springs, CA 90670
Attn: Micah Herd, Procurement Manager
Contact Phone: (562) 868 - 0511
Contact E-Mail: [email protected]
Any questions about this RFQual should be submitted via the City's PlanetBids Portal by Tuesday, January 6, 2026, at 2 PM Pacific.
Proposals must be submitted by Thursday, January 15, 2026, at 2 PM Pacific.
Prospective proposers must register their business with PlanetBids before submitting questions and/or proposals. To access the City's PlanetBids Portal, please go to:
https://vendors.planetbids.com/portal/65093/bo/bo-detail/136208 4 CONTENTS
I. Notice Inviting Proposals..........................................................................................................5 II. About the City of Santa Fe Springs........................................................................................5 III. Timeline .........................................................................................................................................6 IV. Scope of Work/Services............................................................................................................6 V. Minimum Qualifications ............................................................................................................8 VI. Qualifications Submittal............................................................................................................8 VII. Qualifications Content and Format........................................................................................8 VIII. Evaluation Criteria ....................................................................................................................11 IX. Qualification Protests ..............................................................................................................12 X. Execution of Agreement..........................................................................................................14 XI. Insurance Requirements.........................................................................................................14 XII. Business License Requirements..........................................................................................17 XIII. Use of Federal Funds...............................................................................................................17 XIV. Non-Commitment of City ........................................................................................................18 XV. Labor Requirements.................................................................................................................18 XVI. Records .......................................................................................................................................18 XVII. Use of Subcontractors.............................................................................................................18 XVIII. Modifications/Changes............................................................................................................19 XIX. Disclosure of Information .......................................................................................................19 XX. Ex-Parte Communications......................................................................................................19 XXI. General Rights of the City ......................................................................................................19 5 I. Notice Inviting Proposals
The City is seeking qualifications from firms and individuals to provide professional oncall petroleum engineering services. This Request for Qualifications (RFQual) aims to establish a pool of pre-qualified firms for future tasks involving exploration, production, reservoir analysis, well integrity, and related petroleum engineering services.
Prospective respondents should carefully review the information related to this opportunity before submitting their qualifications.
To view the complete RFQual package, please visit:
https://vendors.planetbids.com/portal/65093/bo/bo-detail/136208 Prospective Proposers must register with PlanetBids before they can view all documentation or submit a response.
Questions must be submitted by Tuesday, January 6, 2025, at 2 PM Pacific. *****QUESTIONS MUST BE SUBMITTED VIA PLANETBIDS*****
Qualifications must be submitted via PlanetBids by Thursday, January 15, 2025, at 2 PM Pacific. Responses to this RFQual will be evaluated to determine the most qualified Proposer. Responses must adhere to the format and content described in the RFQual.
The successful proposer will be required to enter into a Professional Services Agreement with the City for the duration of the project. Final terms, including compensation and length of the agreement, are subject to City Council approval.
II. About the City of Santa Fe Springs
Santa Fe Springs is located in the southeast of the County of Los Angeles. Though incorporated in May 1957, the City's history dates to 1871 when Dr. James E. Fulton came to the area and discovered a sulfur spring that was later developed into a health spa. Today, the City has approximately 18,800 residents and over 3,000 businesses.
The City provides a full range of municipal services, including police and fire, street maintenance, water utilities, recreational services, public library, and cultural events.
Additionally, the City is responsible for two (2) other legally separate entities, which include the Successor Agency to the Redevelopment Agency and the Housing Successor Agency to the Housing Authority.
The City has a vision statement that affirms: "The City of Santa Fe Springs is a great place to live, work and play," with the following mission statement: "The City of Santa Fe Springs is committed to enhancing the quality of life of its residents and businesses by providing: a safe environment, a thriving business community, quality family, youth, and senior services, and sound financial management of the community's resources." 6 The guiding values are as follows:
• Personal integrity, honesty, and ethics
• Public service
• Compassion
• Responsibility, accessibility, and accountability
• Dedication
III. Timeline
• Release RFQual Thursday, December 4, 2025
• Online Q&A Deadline Tuesday, January 6, 2026, at 2 PM Pacific • Deadline to Submit Qualifications Thursday, January 15, 2026, at 2 PM Pacific • City Review of Submissions Late January 2026/Early February 2026 • Interviews TBD (If Necessary)
• Notifications Sent to Proposers TBD
• Award of Contract TBD
IV. Scope of Work/Services
Selected firm(s) will provide petroleum engineering expertise on an as-needed basis, which may include, but is not limited to:
• Reservoir engineering studies, including volumetrics, material balance, decline curve analysis, and simulation modeling.
• Drilling, completion, and production engineering design and optimization. • Well integrity evaluations, workover planning, and failure analysis. • Reserves estimation and classification in accordance with industry standards (e.g., SPE-PRMS).
• Technical due diligence for acquisitions, divestitures, or joint ventures. • Economic evaluations, forecasting, and sensitivity analyses. • Regulatory compliance support and preparation of technical documentation. • Health, safety, and environmental considerations in petroleum operations.
Regulatory Compliance & Technical Guidance
• Review applicable federal, state, and local regulations governing oil and gas well abandonment (e.g., California Geologic Energy Management Division (CalGEM) standards, Air Quality Management District (AQMD), City ordinances).
• Provide written technical guidance to ensure the City’s abandonment activities meet or exceed regulatory requirements.
• Advise on compliance with environmental regulations, including groundwater protection, soil remediation, and air quality controls.
Well File Review & Data Analysis
• Analyze historical records, drilling logs, production data, and past remedial actions.
7 • Evaluate well integrity, casing conditions, cement bond logs, and prior plugging operations (if any).
• Identify wells with elevated environmental or safety risks that require priority action.
Abandonment Plan Development
• Prepare technical abandonment procedures aligned with CalGEM standards, including:
o Casing cut and removal requirements;
o Cement plug placement intervals and volumes;
o Pressure testing and verification protocols;
o Provide engineering drawings and schematics for recommended abandonment methods;
o Develop well-specific abandonment cost estimates.
Bid & Contractor Support
• Assist the City in preparing bid documents and technical specifications for qualified abandonment contractors.
• Review contractor proposals and provide technical recommendations during selection.
• Advise on cost reasonableness and schedule feasibility.
Construction Oversight & Quality Assurance
• Provide on-site or remote engineering oversight during well abandonment operations.
• Conduct field inspections, including but not limited to inspection of exposed wells prior to construction.
• Verify cement placement, casing removal, and final plug integrity. • Witness mechanical integrity tests, pressure tests, and logging operations as needed.
• Document daily activities and provide engineering sign-off at project milestones.
Health, Safety, and Environmental (HSE) Review
• Advise on best practices for worker and community safety during abandonment activities.
• Review air monitoring, noise, and vibration controls. • Recommend mitigation measures for potential leaks or accidental releases.
Reporting & Documentation
• Prepare final abandonment reports for submission to CalGEM and other regulatory agencies.
• Provide the City with comprehensive closure packages, including:
o Plugging records;
o Cement test results;
o Final site maps and as-builts;
8 o Engineer’s certification of compliance.
Community & Stakeholder Support (Optional)
• Attend public meetings to explain technical aspects of well abandonment and related activities.
• Provide plain-language materials summarizing abandonment methods, safety assurances, and environmental protections.
The foregoing is the general scope of services that may be expected. It is anticipated that a detailed scope of work will be developed for each individual project/work order (Work Order), in consultation with the selected Consultant. The Consultant will then provide a proposed Scope of Work Cost Estimate and Schedule, upon which basis the City will issue a Work Order. All services shall be performed on a project-by-project basis pursuant to a request from the City, with no guarantee that any minimum number of services will be requested. Depending on the project, the City reserves the right also to request that one or more specific subconsultants be included on the project team.
V. Minimum Qualifications
Firms or individuals must demonstrate:
• Licensed Professional Engineer(s) with specialization in petroleum engineering. • Minimum of five (5) years of direct experience in petroleum engineering projects, including comparable experience providing technical expertise to other jurisdictions.
• Demonstrated experience with industry-standard software (e.g., Eclipse, CMG, PETREL, Prosper, GAP, OFM).
• Proven ability to provide independent technical evaluations and expert advice. • Strong record of compliance with applicable federal, state, and local regulations.
VI. Qualifications Submittal
Please see Section VII – Qualifications Content and Format for specific details on the information that must be included in your submission. Failure to provide all requested information may be considered "non-responsive" and rejected.
Responses to this RFQual must be submitted electronically via the City’s PlanetBids Portal by the deadline. Any responses transmitted and/or time-stamped after the deadline will not be accepted. Proposers planning to submit responses to this request are highly encouraged to submit all documentation before the deadline to avoid technical difficulties/errors.
VII. Qualifications Content and Format
Proposal Content
Proposers shall prepare a compelling, clear, and concise proposal. The City is requesting qualifications that contain, at a minimum, the following information:
9 A. Cover Letter – A cover letter, not to exceed three (3) pages in length, that includes the following:
1. A brief statement of your understanding of the City and the Scope of Services to be provided;
2. A summary of key elements of the Statement of Qualifications (SOQ);
3. The address and telephone number of the firm's office, from where the on-call petroleum engineering services will be managed;
4. A stipulation that the firm’s fees and hourly rates stated in the SOQ will be valid for a period of at least one year from the date an agreement is signed with the City; and
5. The signature of an individual authorized to bind the firm.
B. Firm Background – This section will provide the following information:
1. The firm’s background, ownership, office locations, business expertise/experiences, specialties, and capabilities to perform the Scope of Services outlined above;
2. Any characteristics of the firm that would be uniquely relevant in evaluating the company’s ability to handle petroleum engineering projects;
3. A description of the methods by which the firm manages projects of the type sought by this RFQual, and any other project management procedures, implementation strategies, or techniques that your company intends to employ in carrying out services; and
4. Efforts the firm will undertake to achieve client satisfaction and to satisfy the requirements of the Scope of Services, including the ability to be timely and responsive.
C. Key Personnel and Staffing – This section will provide the following:
1. A list of individuals who will be assigned to work on projects for the City and the functions that each will perform, including the designation of the individual that would act as the Firm’s representative under the Scope of Services (Consultant Representative);
2. Resumes for each designated individual that will perform the tasks expected under the Scope of Services, noting applicable licenses and certifications;
3. Information regarding your firm’s current staffing, current workload, and ability to perform the Scope of Work;
4. If applicable, a brief description of any subconsultants with whom the firm partners and a description of the services those subconsultants provide; and
5. Specific examples of projects completed by the company and the subconsultant as a team.
If, upon award of a contract, the firm chooses to assign a different Consultant Representative to a project during the contract period, the firm must submit their 10 names and qualifications, including the information listed above, to the City for approval before they begin work.
D. Experience & Qualifications – This section will describe the qualifications of the firm, including the qualifications of its key personnel, staff, and sub-contractors, and the firm’s local and/or state experience performing petroleum engineering projects of similar size and scope. Information shall include:
1. Project descriptions, including client name, scope, and outcome of each project;
2. Names of the firm’s key personnel that participated in named projects and their specific responsibilities with respect to this Scope of Services;
3. A summary of your firm’s demonstrated capability, including the years of experience that your firm has providing petroleum engineering services of the type requested in this RFQ; and
4. A summary of tools, models, and methods used by the firm in petroleum engineering analysis.
E. References (See Attachment A) – Provide at least three (3) local references that received similar services from your firm. The City of Santa Fe Springs reserves the right to contact any of the organizations or individuals listed. Information provided shall include:
1. Client name and contact information, including client project manager name, telephone number, and e-mail address;
2. Project Description; and
3. Project start and end dates.
F. Fee Schedule – Provide a proposed time and materials fee schedule for the services, including:
1. Hourly rates for staff by classification (Principal Engineer, Senior Engineer, Engineer, Analyst, Technician, etc.);
2. Overtime, fieldwork, and travel rates, if applicable;
3. Any standard reimbursable expenses; and
4. Blended or task-based rates, if applicable.
G. Legal & Compliance – Disclose any pending litigation, regulatory issues, or conflicts of interest in this section.
H. Proposal Exceptions – Identify any exceptions or requested changes to the RFQual Scope of Services, RFQual conditions, requirements and agreement.
Proposed exceptions must include the following:
11 1. Clear identification of each proposed change to the professional services agreement, including any relevant attachments.
2. Clearly stated rationale for the requested exception or requested change, as well as specific recommendations for alternative language.
The City shall determine whether to accept or to reject the requested exception or change(s) in its sole and absolute discretion. Any SOQ that does not note any exceptions or changes shall be presumed to accept all conditions and requirements.
Items not accepted will not be open to later negotiation.
I. Conflict of Interest Statement – The Proposer shall disclose any financial, business, or other relationship with the City that may impact the selection process.
If the Proposer has no such conflicts, a statement to that effect should be included in their submission.
Qualifications Format
To facilitate the evaluation process, all responses must adhere to the following format requirements. The City strongly encourages respondents to thoroughly review their proposals before submission to ensure they meet the requirements. If the Proposal is not formatted or does not include all the listed items/sections, it may be deemed nonresponsive.
Responses shall not exceed thirty-five (35) pages when printed on 8-½ -inch by 11-inch paper. The thirty-five (35) page requirement does not include a cover letter/letter of transmittal, or any items included as additional attachments. Proposals should also include the following:
A. Title Page showing the request for proposals subject; the Proposer's name; the name, address, e-mail, and telephone number of the contact person; and the date of the Proposal.
B. Table of Contents identifying the items/sections listed in the "Proposal Content" section of this RFQual.
C. Detailed Proposal following the order outlined in the "Proposal Content" of this RFQual;.
VIII. Evaluation Criteria
The evaluation panel will review and score the provided SOQs based on the following criteria:
• Quality and completeness of SOQ;
• Quality, experience, and effectiveness of the Scope of Services to be provided; • Respondent’s experience, including the experience of staff to be assigned to the project, with engagements of similar scope and complexity; • Cost to the City;
12 • Respondent’s financial stability and length of time in business; • Prior record of performance with City and/or other public agencies; and • Proposer’s compliance with applicable laws, regulations, policies (including District policies), guidelines and orders governing prior or existing contracts performed by the contractor.
All proposals will be reviewed for compliance with the specifications, including documented capability to perform the prescribed work satisfactorily. Proposals, which appear to be compliant, will be evaluated on a point system (0-100 points, with 100 being the best possible score) in accordance with the following:
1. Adherence to Scope of Work (30 points)
• Compliance with the City’s requirements
• Compliance with the required format.
• Offered new/innovative services, suggestions.
2. Proposed Approach & Work Plan (30 points)
• Proposer outlines a clear, industry-appropriate methodology for delivering petroleum engineering services.
• Proposer describes standard Quality Assessment/Quality Control, project management, and Health, Safety, and Environmental processes used across assignments.
• Proposer identifies the resources, coordination, and information typically required from the City to perform services effectively.
3. Experience of Proposer and Project Personnel (20 points) • Experience, resources, and qualifications of the Proposer and assigned individuals to perform tasks identified in the scope of work.
• Good reference checks from primary and/or secondary sources.
4. Proposed fees for items/services (20 points)
• Proposed fees are reasonable.
City Staff will present to the City Council the ratings assigned to each Proposal by the evaluation committee, together with Staff's recommendations. The City Council exercises discretion and judgment in its award of a contract, which is a legislative act, and shall in no way be bound to follow the evaluation committee's ratings or Staff's recommendations.
Interviews
If necessary, the City may require top-rated proposers to participate in an interview. The City will e-mail proposers selected for the interview to schedule a date and time.
IX. Qualification Protests
Qualifications Protest Procedures (Before Proposal Opening) A protest filed before the proposal opening must be filed in writing no later than ten (10) working days before opening. The most common types of protest that might be filed 13 before a proposal opening include those based upon restrictive specifications or alleged improprieties in any solicitation that is apparent before the scheduled proposal opening.
When a protest is filed before a scheduled proposal opening, certain steps must be followed:
A. The protest must be submitted in writing within the specified time frame (no later than ten (10) working days prior to a proposal opening). All protests must be filed with the City’s Director of Finance for determination. Protest must be submitted to the Director of Finance by mail or e-mail within the specified time frame. Protests can be sent to:
Mail:
Julio Morales
City of Santa Fe Springs
Attn: Finance Department
11710 Telegraph Road
Santa Fe Springs, CA 90670
Or
E-mail:
[email protected]
B. The protest must present factual and legal grounds and recommend a proposed remedy. Nevertheless, the City reserves the right not to implement the proposed remedy and to offer alternative solutions where applicable.
C. Where appropriate, the City will hold an informal conference on the merits of a protest with all interested parties allowed to attend. Interested parties may include all proposers, subcontractors, or suppliers, provided they have a substantial economic interest in a portion of the RFQual.
D. All potential proposers will be advised of a pending protest.
E. The City shall not open proposals prior to the resolution of the protest unless it is determined that:
• The items to be purchased are urgently required;
• Delivery or performance will be unduly delayed by failure to make the award promptly; or
• Failure to make a prompt award will otherwise cause undue harm to the City.
The City will respond in writing within ten (10) business days after receipt of a properly filed protest. The Director of Finance will respond and include a response to each substantive issue raised in the protest.
14 After exhausting administrative remedies, the protesting party will receive the City's final decision. The Director of Finance has the authority to decide on all protests.
Proposal Protest Procedures (After Proposal Opening/Post Award) A protest filed after a proposal opening must be filed within three (3) working days after the award. The City will grant the protesting party a fair review and shall have up to ten (10) business days to review the protest and render its decision.
X. Execution of Agreement
The resulting agreement (see attached sample Attachment B – Draft PSA) shall be signed by the successful Proposer and returned within the required insurance within ten (10) business days after the City has provided written notice that the Consultant has been awarded. Failure to execute the agreement and file acceptable insurance documents as provided herein shall cause, at the City's option, for annulment of the award. Please review the insurance requirements and indemnification clause in the attached sample agreement.
Should the successful Proposer decline to execute the agreement, the City can either reject all proposals, accept one of the other proposals, or issue a new solicitation.
XI. Insurance Requirements
Any Consultant conducting services for the City of Santa Fe Springs must obtain and maintain insurance at their own expense. Insurance must be held until completion of services and formal acceptance by the City. The following insurance placed with an insurer admitted to write insurance in California or a non-admitted insurer on California’s List of Eligible Surplus Lines Insurers (LESL):
A. Commercial General Liability
Commercial General Liability (CGL) (equivalent in coverage scope to Insurance Services Office, Inc. Form CG 00 01) shall cover on an “occurrence” basis for bodily injury and property damage, including premise-operations, products-completed, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.
If requested, the "City of Santa Fe Springs, its officials, employees, and agents" must be separately endorsed to the policy as additional insureds on an endorsement equivalent to the Insurance Services Office, Inc. Form CG 20 10 11 85 of CG 20 26 1185.
B. Business Automobile Liability
For owned vehicles, hired, and non-owned vehicles, Insurance Services Office Form CA 00 01 covering, Code 1 (any auto), or if Consultant has not owned autos, Code 8 15 (hired) and 9 (non-owned) with limit no less than $1,000,000 per accident for bodily injury and property damage.
If an automobile is not necessary to perform services, the Consultant must submit a written request for a waiver of this requirement.
C. Professional Liability or Errors and Omissions
Depending on the work or services to be performed, professional liability or errors and omissions liability insurance may be required. The City will require the Consultant to provide professional liability or errors and omissions liability insurance in an amount not less than $2,000,000 per occurrence or claim. Architects' and engineers' coverage shall be endorsed to include contractual liability.
D. Workers' Compensation and Employer's Liability
Workers' Compensation as required by the California Labor Code and Employer's Liability in an amount not less than $1,000,000 per accident for bodily injury or disease.
E. Cyber Liability Insurance (if applicable)
With limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.
Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Consultant in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic data. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.
F. Technology Professional Liability Errors & Omissions (if applicable) Coverage must be appropriate to Consultant's profession and work hereunder, with limits not less than $2,000,000 per occurrence. Coverage shall be sufficiently broad to respond to the duties and obligations undertaken by Consultant shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.
16 The policy shall include, or be endorsed to include, property damage liability coverage for damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the City in the care, custody, or control of Consultant. If not covered under the Consultant's liability policy, such "property" coverage of the City may be endorsed onto the Consultant's Cyber Liability Policy as covered property.
Required insurance documentation
A. Certificate of Insurance
The Certificate Holder must be listed as follows:
City of Santa Fe Springs
11710 Telegraph Road
Santa Fe Springs, CA 90670
Attn: Risk Management
B. Endorsements (if requested)
In addition to the Certificate of Insurance, the Consultant must provide the following endorsements:
1. Additional insured endorsements to the general liability and auto liability insurance policies. The "City of Santa Fe Springs, its officials, employees, and agents" must be endorsed to the Consultant's general liability policy as well as the auto liability policy as additional insureds on an endorsement equivalent to ISO forms CG 20 10 11 85 or CG 20 26 11 85.
2. Cancellation notice endorsements. Each policy must be endorsed to certify that it will not be cancelled or non-renewed by either party or reduced in coverage or limits (except by paid claims) unless the insurer has provided the City with thirty (30) days prior written notice of cancellation (ten (10) days for cancellation due to nonpayment of premium is acceptable).
3. Primary, non-contributory coverage endorsements. The general liability and professional liability (if required) policies must be endorsed to provide that each policy shall apply on a primary, non-contributing basis with any insurance or self-insurance, primary or excess, maintained by or available to the City or its officials, employees and agents.
C. Waiver and Modifications of the Insurance Requirements The City has the authority to modify these insurance requirements at any time at its discretion.
In general, any contract deemed sole source, professional/professional services, involve the disclosure of proprietary information, and/or a public works project, may require revisions to the City's standard insurance requirements. Any revisions to 17 the insurance requirements will be identified within the associated service contract terms and conditions.
Consultants may request a waiver or modification of these insurance requirements.
Waiver or modification requests must be submitted in writing. The request should state the specific insurance requirement that is being considered for waiver or modification and provide a brief explanation for the request. Requests will be reviewed on a case-by-case basis, and the decision will ultimately depend on the scope of services. The final decision to approve or deny a request will be at the City's legal authority or an authorized designee's discretion.
XII. Business License Requirements
Consultants that conduct business within city limits may be required to obtain City of Santa Fe Springs business license if selected. The business license must be acquired before commencing any work. Additional information regarding the City's Business License program may be obtained by visiting the City's website at:
https://www.santafesprings.org/business/opening_a_business/new_application.php Or by calling the City of Santa Fe Springs Business Support Center at (562) 264 - 5219.
XIII. Use of Federal Funds
The City may elect to use funding from Federal sources for a portion of or all expenses related to this project. The United States Federal Government requires purchases of items and services to meet specific standards when using Federal funds, including grants, cooperative agreements, contracts, and Federal funds "passed-through" to the City from a non-Federal entity (i.e., sub-recipient agreements). These requirements are codified under the Code of Federal Regulation's (CFR) Title 2, Subtitle A, Chapter II, Part 200 (also referred to as "2 CFR 200" or "Uniform Guidance") and the Federal Acquisition Regulations (FAR), as applicable.
The following standards apply to all purchases of items and services using Federal funds:
• Transactions shall be conducted lawfully and ethically. • Unnecessary/duplicative purchases are not permitted.
• Utilizing a vendor or supplier on the U.S. Federal Government's Debarred and Suspended List (available at SAM.gov) is prohibited.
• All individuals involved in the expenditure of federal monies must avoid any actual or apparent conflict of interest.
• Procurement transactions must be conducted in a manner providing full and open competition.
• Opportunities should be provided to minority businesses, women's business enterprises, and labor surplus area firms when possible. • Contracts and purchase orders should include the contract provisions required by 2 CFR 200 Appendix A.
18 • Purchases of goods and services must include documentation detailing the procurement history.
XIV. Non-Commitment of City
While the City intends to select a Consultant through this process, this intention is subject to change at any time during the process. The City does not commit to awarding an agreement, paying any costs incurred in preparing the Proposal for this request, and/or procuring or contracting any items or services.
XV. Labor Requirements
A. Background: All personnel engaged in the performance of this work shall be employees of the Consultant and, as such, shall be warranted to possess sufficient experience and reliability to perform this work.
B. Health: All personnel engaged in the performance of this work shall be in good health and free of contagious diseases. The Consultant shall not allow any person(s) under the influence of alcohol or drugs on the premises or in the building.
Neither shall the Consultant allow the use of or presence of alcohol or drugs on the premises or in the building.
C. Non-Discrimination: The Consultant shall not engage in discrimination in the employment of persons because of race, color, national origin, ancestry, mental/physical disabilities, sex, or religion of such persons.
D. Conduct: No person(s) shall be employed for this work that is found to be incompetent, disorderly, and troublesome, under the influence of alcohol and drugs, which fails or otherwise refuses to perform the work properly and acceptably or is otherwise objectionable. Any person found to be objectionable shall be discharged immediately and not re-employed for this work.
E. Age: The Consultant will only hire individuals who are of legal age to work.
XVI. Records
The Consultant agrees to permit the City Manager or designee access to records, reports, files, and other papers or property of the Consultant to audit any performance aspect under this agreement.
XVII. Use of Subcontractors
The Consultant shall be responsible for all work performed under the final agreement and shall keep all work under their control. No portion of the work may be subcontracted without the prior written consent of the City. All subcontractors used on this work shall be 18 and be under the direct supervision of the Consultant and shall be considered as their employees. Any approved subcontractors must provide insurance indemnifying the City with limits at or exceeding the limits of the primary's insurance. 19 XVIII. Modifications/Changes
Changes in the areas serviced and/or specifications may be necessary during the agreement term. Changes in the agreement requirements and corresponding changes in compensation may be implemented upon mutual understanding between the City and the Consultant. These changes will be processed by the City Manager.
XIX. Disclosure of Information
A. The Consultant agrees that it will not, during or after the term of the agreement, disclose any proprietary information or confidential business information of the City, including but not limited to its costs, charges, operating procedures, or methods of doing business to any person, Consultant, corporation, association, or other entity or the general public for any reason or purpose whatsoever, without the prior written consent of the City. Such confidential or proprietary information received by the Consultant shall be used exclusively in connection with the performance of services.
B. The Consultant shall not issue or release for publication any articles, advertising, or publicity matters relating to the services performed by the Consultant hereunder or mentioning or implying the name of the City or its respective personnel without the prior written consent of the City.
XX. Ex-Parte Communications
Consultants and their representatives should not engage in unauthorized communications with elected officials, officers, employees, or agents of the City about this RFQual. This requirement also includes any evaluation panel member, except for designated RFQual facilitators. This requirement remains in effect until after award notifications have been made.
This restriction does not prohibit consultants and their representatives from making oral statements or presentations to City representatives during a scheduled public meeting.
XXI. General Rights of the City
At its discretion, the City reserves the right to:
A. Reject any and/or all proposals for no reason or any reason including, but not limited to, the following:
1. The Proposal is incomplete, non-responsive, obscure, irregular, or lacking necessary detail and specificity.
2. The Proposer, in the sole judgment of the City, lacks the qualifications, experience, and/or responsibility necessary to provide the services.
3. The Proposer failed or neglected to complete and submit any information within the time specified by the City and as may be otherwise required herein. 20 B. Reject any proposal that, in the opinion of the City, is so unbalanced in comparison to other proposals received and/or to the City’s internal estimates that it does not accurately reflect the cost to perform;
C. Accept all or any part of a proposal;
D. Make multiple awards;
E. Cancel the entire RFQual;
F. Issue subsequent RFQuals; or
G. Waive any errors or informalities in any proposal to the extent law permits
PLEASE REVIEW
Attachment A – References
Attachment B – Sample PSA
EXHIBIT “B”
CONSULTANT PROPOSAL
PR Field Services, Inc.
P.O. Box 1778
Tehachapi, CA 93581
January 14, 2026
City of Santa Fe Springs – Community Development Department 11710 Telegraph Road
Santa Fe Springs, CA 90670
AƩn: Cuong Nguyen, Director
Re: Statement of QualificaƟons – RFQual 26-2, On-Call Petroleum Engineering Services Dear Mr. Nguyen:
PR Field Services, Inc. (PRFS) is pleased to submit this Statement of QualificaƟons (SOQ) in response to RFQ 26-2: On-Call Petroleum Engineering Services, issued December 4, 2025. We appreciate the opportunity to conƟnue supporƟng the City, where PRFS is currently providing on-call petroleum engineering services under an exisƟng agreement dated November 26, 2025.
Our team is fully commiƩed to maintaining the high level of technical excellence, responsiveness, and regulatory rigor required for Santa Fe Springs’ petroleum-related oversight and project needs.
Understanding of the City and Scope of Services
PRFS understands that the City seeks a technically strong, highly responsive consultant capable of providing professional petroleum engineering, environmental, geological, and regulatory services related to:
Well abandonment and re-abandonment engineering;
EvaluaƟon of legacy wells within urban redevelopment seƫngs; CalGEM-compliant technical review, permiƫng, and documentaƟon; Reservoir, producƟon, integrity, and risk assessments; Planning, cost esƟmaƟng, construcƟon oversight, and mulƟ-agency coordinaƟon.
Our firm has extensive experience delivering these exact services for Santa Fe Springs and throughout California, including large-scale redevelopment projects, complex well adjustments, risk evaluaƟons, and comprehensive abandonment management. With more than four decades of senior-level engineering leadership and a fully integrated subsurface team, PRFS is excepƟonally well-posiƟoned to support the City’s ongoing and future petroleum-related assignments.
Summary of Key Elements of the SOQ
The accompanying SOQ highlights:
A proven team with direct experience in Santa Fe Springs, including petroleum engineers, environmental engineers, and subsurface geologists from Numeric SoluƟons, LLC.
Hundreds of successful P&A operaƟons, including complex well adjustments, mulƟ-well programs, regulatory coordinaƟon, and oversight of faciliƟes removal. Specialized experƟse in CalGEM WellSTAR permiƫng, environmental review, methane assessment, geologic modeling, UIC permiƫng, risk evaluaƟon, and redevelopment support.
A demonstrated history of managing simultaneous operaƟons, high-visibility projects, and stakeholder coordinaƟon across agencies, operators, developers, and regulatory bodies.
A comprehensive fee schedule that reflects compeƟƟve, market-appropriate hourly rates for technical and professional services.
Primary Office for Managing On-Call Services
All on-call petroleum engineering services for the City will be managed from:
PR Field Services, Inc.
P.O. Box 1778
Tehachapi, CA 93581
(AddiƟonal supporƟng team offices, including Numeric SoluƟons in Ventura, are described in the SOQ.)
SƟpulaƟon of Rate Validity
PRFS affirms that all hourly rates and fees presented in this SOQ will remain valid for a minimum of one (1) year from the date an agreement is executed with the City, in accordance with RFQ 26-2 requirements.
AuthorizaƟon
This proposal and all statements contained herein are submiƩed with full authority. As President of PR Field Services, Inc., I am authorized to bind the firm.
Please feel free to contact me directly with any quesƟons or requests for clarificaƟon. PRFS values its strong working relaƟonship with the City of Santa Fe Springs and appreciates the opportunity to conƟnue providing professional petroleum engineering services that support community safety, regulatory compliance, and thoughƞul redevelopment.
Sincerely,
Steven F. Coombs
President
Statement of Qualifications for
City of Santa Fe Springs
On-Call Petroleum Engineering
Services
RFQ No. 26-2
Prepared for:
City of Santa Fe Springs
Community Development
11710 Telegraph Road
Santa Fe Springs, CA 90670
Attn: Cuong Nguyen, Director
Contact Phone: (562) 868 - 0511
Contact E-Mail: [email protected]
Prepared by:
PR Field Services, Inc.
P.O. Box 1778
Tehachapi, CA 93581
January 14, 2026
RFQ No. 26-2 / Page 2
Table of Contents
SECTION 1 Introduction .................................................................................................................. 3 SECTION 2 Company Background and Offeror Team ........................................................................ 4
2.1 Company Background and History ........................................................................................... 4
2.2 Offeror Team ............................................................................................................................ 4 SECTION 3 Key Personnel and Roles ................................................................................................ 4 SECTION 4 Experience & Qualifications............................................................................................ 8
4.1 Past Performance and Record of Successful Completion of Similar Work ................................ 8
4.2 Highlighted Project Profiles ...................................................................................................... 8 SECTION 5 References ................................................................................................................... 10 SECTION 6 List of Services and Fee Schedule .................................................................................. 10 SECTION 7 Legal and Compliance .................................................................................................. 11 SECTION 8 Proposed Exceptions .................................................................................................... 11 Appendix A Resumes of Key Individuals .......................................................................................... A1 Appendix B RFQ References ............................................................................................................ B2
RFQ No. 26-2 / Page 3
SECTION 1 Introduction
PR Field Services, Inc. (PRFS) is pleased to submit our Statement of QualificaƟons (SOQ) in response to the Request for QualificaƟons for On-Call Petroleum Engineering Services (RFQ 26-2) (“RFQ”) dated December 4, 2025. PRFS is currently contracted to the City of Santa Fe Springs (CSFS) providing on-call petroleum engineering services under a contract dated November 26, 2025. This RFQ response represents PRFS desire to conƟnue their relaƟonship with CSFS and conƟnue to provide engineering and geotechnical related services.
We understand that CSFS is seeking a contractor to provide professional engineering, environmental, and other services related to petroleum engineering and plugging and abandonment of exisƟng or previously plugged and abandoned wells within the city limits of Santa Fe Springs. PRFS has assembled an Offeror Team that is excepƟonally well-suited to support CSFS on this contract based on:
Our team’s extensive experience in performing the requested services at oil fields in California (including in Santa Fe Springs).
Our team will be led by personnel with significant and demonstrated experience in each of the key contract roles and includes a strong bench to support them. Our team’s history of working together on similar projects will streamline coordination and execution of the scope of work.
The remainder of this SOQ is organized as follows to provide the requested information:
Section 2 discusses our team’s background and identifies key team members and personnel; Section 3 presents our Teams key personnel and roles; Section 4 discusses our Teams relevant experience and presents some key project work examples; Section 5 presents the completed RFQ 26-2 references; Section 6 presents our fee schedule;
Section 7 presents the requested legal & compliances information; Section 8 presents proposed contract exceptions.
RFQ No. 26-2 / Page 4
SECTION 2 Company Background and Offeror Team
2.1 Company Background and History
PRFS provides well abandonment engineering and well services to third party operators in California.
The company is headed by Steve Coombs, a seasoned petroleum engineer and recognized expert in Petroleum Engineering and well P&A.
Additional information about PRFS can be found at: www.prllca.com
2.2 Offeror Team
PRFS is joined in this RFQ submittal by Numeric Solutions, LLC as a sub-consultant to provide expert subsurface geological analysis.
PRFS is tasked to provide engineering, planning and project management services. PRFS was founded in 2008 to provide engineering, project management and project execution to the oil and gas industry in California. PRFS specializes in all aspects of oil and gas well decommissioning. With expertise based on more than 18 years of domestic and international experience, which provides a substantial benefit to clients who profit from this depth of knowledge when related to engineering, planning, cost estimating and actual project execution.
Numeric Solutions is included in our Offeror Team as a sub-consultant to provide subsurface geological expertise to assist with interpretation of the geologic sequence penetrated by a well, such as the Base of Fresh Water and or hydrocarbon bearing zones. In addition, Numeric are recognized experts in evaluation of under ground injection projects, such as water floods or water disposal wells common in the oil and gas industry. Numeric are experts in industry standard software such as Eclipse, CMG and Petrel.
Additional information about Numeric can be found at: www.numericsolutions.com SECTION 3 Key Personnel and Roles
The Offeror Team has been selected specifically to meet the needs of CSFS RFQ based on prior technical and operations experience. The following presents the proposed key project staff, their roles, and a brief overview of their experience and qualifications:
Steven F. Coombs – Engineering Manager
President, PR Field Services, Inc.
Steve Coombs is a seasoned petroleum engineer and executive with more than four decades of experience spanning well abandonment, decommissioning, drilling, production operations, and offshore/onshore project management. He holds a B.S. in Petroleum Engineering from the Colorado School of Mines and is an active member of the Society of Petroleum Engineers. As President of PR Field Services, Inc. since 2008, he has led engineering, planning, permitting, cost estimation, and full-service well intervention and abandonment projects throughout California, including large-scale redevelopment efforts, complex offshore and surf-zone operations, and multi-year P&A programs RFQ No. 26-2 / Page 5
involving hundreds of legacy wells. His work extends across environmentally sensitive locations, urban redevelopment areas, and high-visibility coastal sites, demonstrating deep technical capability and strong regulatory and stakeholder coordination skills.
Since 2002, Steve has also served as a partner with Reverse Engineering Services, Ltd., contributing engineering expertise to global offshore decommissioning studies in regions including Australia, Southeast Asia, Africa, Europe, and the Americas. His contributions have included strategic decommissioning planning, well P&A engineering, cost estimation, training programs, and probabilistic modeling for major operators and national oil companies.
Beyond consulting, Steve owns and operates Patriot Resources, LLC, and previously served as EVP of Pacific Operators Offshore, where he managed environmental affairs, engineering, and development programs for offshore platforms in the Carpinteria field. His earlier roles include founding an engineering services firm and serving as a senior petroleum engineer for Petro-Lewis Corporation, giving him a balanced foundation in field operations, asset development, business leadership, and regulatory compliance. Mr. Coombs full resume can be found in Appendix A.
Stanley Brown – P.E. Petroleum Engineer
Senior Petroleum Engineer, PR Field Services, Inc.
Stanley Brown, PE, is a highly experienced Petroleum Engineer with over five decades of industry expertise, including 48 years directly in petroleum engineering. As a California-licensed Professional Engineer and long-standing member of the Society of Petroleum Engineers, he brings extensive skill in production, reservoir, property evaluation, drilling, and operations engineering across dozens of California fields and multiple U.S. states. His background includes advanced wellwork planning, reservoir analysis, waterflood optimization, enhanced recovery evaluation, artificial lift design, regulatory compliance, and technical reporting. He has also developed innovative stimulation techniques, conducted economic evaluations, mentored engineers, and served as an expert witness.
Throughout his career, Stan has held senior engineering roles at major operators—including Champlin Petroleum, ARGO Petroleum, Seneca Resources, and Hunter Resources—where he led production engineering programs, managed field operations, and implemented projects that significantly increased oil production. Since 1991, he has provided consulting services serving an extensive client base of independent producers, attorneys, and energy companies. His work spans reservoir studies, property valuations, workover planning, UIC project data preparation, regulatory documentation, and field development support. He holds an M.S. in Petroleum Engineering from USC and a B.A. in Astronomy (Physics minor) from UCLA, supplemented by decades of advanced industry training and published technical work. Mr. Brown’s full resume can be found in Appendix A.
Gwen Tellegen – Senior Environmental Engineer
PR Field Services, Inc.
Gwen Tellegen is a California Professional Engineer (PE-Civil) with degrees in geology, biology and environmental/civil engineering. Gwen has more than 30 years of experience in the management of oilfield redevelopment and oil well abandonment programs. This work has included extensive RFQ No. 26-2 / Page 6
regulatory interface with CalGEM and local agencies overseeing redevelopment work, such as the Cities of Long Beach, City of Santa Fe Springs, Los Angeles and Carson, as well as Los Angeles, Santa Barbara and Orange Counties. This work has involved the review and preparation of Construction Site Well Review (CSWR) plans, oilfield title research to identify well owners and orphan wells as well as environmental assessment, remediation; and restoration. Her work conducted on behalf of oil operators and developers has resulted in the successful redevelopment of more than two dozen oilfield properties into residential communities, commercial centers and industrial warehouses throughout California.
Gwen’s experience also includes methane assessment as well as the design, review, construction and inspection of methane-mitigation systems (MMS) and vapor mitigation systems (VIMS). Ms. Tellegen has successfully located more than a dozen “lost” previously abandoned oil wells using GIS technology coupled with historic maps, photographs, and written descriptions. In many cases, past attempts to locate these wells by others had failed.
In addition, Ms. Tellegen has extensive oilfield decommissioning experience, managing all phases of these projects. This work has included the evaluation of oilfield redevelopment properties and the review of assessment work and plans prepared by other consultants for the City of Santa Fe Springs contracted through their legal counsel. Gwen has also managed the oversight of the abandonment or re-abandonment of more than 100 oil and gas production wells, removal of pipelines and closure of storage facilities, as well as remediating crude oil impacts to soils, natural gas condensate impacts to soil vapor and groundwater. She has obtained agency closure for oilfield sites impacted with hydrocarbons, solvents, polychlorinated biphenyls (PCBs), polynuclear aromatic hydrocarbons (PNAs), mercury, arsenic, asbestos, and naturally occurring radioactive materials (NORM) from agencies including the Los Angeles Regional Water Quality Control Board, the Department of Toxic Substance Control, LA and Orange Counties. Ms. Tellegen’s full resume can be found in Appendix A.
Danielle Werking – Petroleum Engineer
Project Engineer, PR Field Services, Inc.
With nearly 10 years of industry experience, Ms. Werking has become a valuable member of a diverse geo-technical team with development of well P&A programs, cost estimating and all aspects of permitting to support a continuous program of California well abandonment projects supporting multiple clients in a wide variety of geographic locations and settings.
Her expertise includes deep knowledge of the CalGEM WellSTAR program to support and mentor new clients not otherwise proficient in WellSTAR, construction of well profiles for NOI submittals, including working closely with CalGEM representatives to resolve more challenging wells with multiple sidetracks where the database lacks the historic wellbore sequencing, and submittal of NOI and subsequent tracking of NOI progress. Ms. Working’s data oversight experience includes all data gathering and conditioning to perform post-work submissions to CalGEM via WellSTAR and progress tracking of close out letters. She has additional expertise in CalGEM well bonding requirements and work with operators to establish well level bonding where needed, and close out of bonds and completion of the well P&A process.
RFQ No. 26-2 / Page 7
John Harris – Senior Geologist
President, Numeric Solutions, LLC
John H. Harris is a seasoned geoscientist with approximately 25 years of domestic and international experience in petroleum exploration, reservoir characterization, geological modeling, regulatory compliance, asset evaluation, and risk management. He is recognized as an industry expert in the hydrocarbon basins of coastal California and has served as an expert witness in matters involving operational risk, regulatory assessments, asset valuation, and abandonment planning. His technical background includes extensive work with geological and reservoir modeling platforms such as Petrel, Gocad, and RMS, along with deep experience in reserves estimation, acquisitions and divestments, and development planning for major E&P companies.
As President of Numeric Solutions LLC since 2000, Harris has overseen a multidisciplinary consulting firm delivering geoscience, engineering, and regulatory services for complex subsurface projects spanning oil and gas depletion planning, EOR studies, well abandonment, remediation, and production-risk mitigation. His client history includes Aera Energy, California Resources Corporation, Statoil, Southern California Gas Company, Venoco, OXY/Vintage, Plains Exploration and Production, academic institutions, and regulatory bodies. His early career at Texaco further strengthened his grounding in reservoir development and enhanced-recovery technologies. Harris holds an M.S. in Geology from the University of Michigan and a B.S. in Geology from the University of New Hampshire, and he maintains active memberships in multiple professional societies including AAPG, GSA, SPE, and the Association for Computing Machinery. Mr. Harris full resume can be found in Appendix A.
Eric White – Senior Geologist
Vice President, Numeric Solutions, LLC
Eric B. White is a California-licensed Professional Geologist with over 13 years of experience at Numeric Solutions, where he specializes in geologic interpretation, reservoir and groundwater modeling, geodatabase management, reserve estimation, and technical analysis for oil and gas and water-resource projects. His work spans major and independent energy companies, municipal water agencies, law firms, and financial institutions, and includes building Petrel-based geocellular models, conducting seismic interpretation, performing reserve and liability assessments, supporting UIC permitting, and delivering technical expertise in both development planning and environmental risk analysis. He has managed complex, multi-disciplinary projects involving geologists, geophysicists, engineers, and regulatory specialists.
Eric’s background is supported by strong academic and research credentials, including an M.S. in Geological Science from UC Santa Barbara and a B.S. in Environmental Science from Union College, both completed with high honors. His research experience covers paleoclimate reconstruction, geochemical sediment analysis, and structural protein modeling using cryo-electron microscopy, while his teaching experience includes multiple university-level Earth Science and Environmental Studies RFQ No. 26-2 / Page 8
courses. He is active in professional organizations, notably the Coast Geological Society, where he has held leadership roles including President. His technical toolkit includes Petrel, ArcGIS, PHDWin, @RISK, DrillingInfo, and Power BI, complementing his strong analytical and field experience across diverse geologic settings. Mr. White’s full resume can be found in Appendix A.
SECTION 4 Experience & Qualifications
This section highlights our team’s relevant experience in providing services required on projects of similar scope and complexity.
4.1 Past Performance and Record of Successful Completion of Similar Work As requested in the RFQ, we have presented a few brief summaries of project examples that demonstrate our experience and ability to successfully deliver on projects involving all aspects of Petroleum engineering and geo-science related tasks.
Taken together, the project examples demonstrate our extensive experience in executing and managing projects related to the workscopes proposed in the RFQ. Our team has successfully plugged and abandoned (P&A’d) hundreds of wells in southern California, including in Santa Fe Springs. Our project experience our team’s physical decommissioning services (i.e., rigs, wireline, cementing, perforating, waste transport, facilities demolition, site restoration, environmental remediation, etc.), but also examples of our team’s project engineering, planning, permitting and overall project management experience as follows:
PRFS’ project management experience.
PRFS’ ability to execute concurrent complex projects with simultaneous operations, subcontractors, and stakeholders.
Our team’s proficiency in managing and performing demolition activities.
4.2 Highlighted Project Profiles
This section provides some detail on two key projects to further illustrate our team’s ability to successfully manage and execute complex projects with simultaneous operations, subcontractors, and stakeholders.
Highlighted Project #1: Multi-Well Abandonment & Facilities Removal, Richfield Field, Orange Co., CA Client: Bridgemark Corporation / Bridgemark Liquidation Trust / Toll Brothers Offeror Team Members Involved: PR Field Services, Inc., Numeric Solutions, LLC, Raptor Wireline, and TMG Transportation
RFQ No. 26-2 / Page 9
Agencies Involved: CalGEM, City of Placentia and the County of Orange
Relevant Services: Well abandonments & re-abandonment,
project management, facilities removal, lease restoration Project Scope:
This project involved the abandonment of 10 wells and reabandonment of two wells to facilitate redevelopment of the land for high density residential housing. PRFS served as the project manager for the well abandonment services under Numeric Solutions, LLC (Numeric), which was the court
appointed bankruptcy trustee responsible for hiring and supervising the work. The project required close coordination with various regulatory oversight agencies (including CalGEM), the property developer and the developer team of vendors and consultants including the grading contractor, civil engineers, environmental contractor. The scope of work involved
planning, permitting and oversight of job execution including both well P&A and facilities removal (see Figure 1).
This project required close coordination with Toll Brothers’ land development team due to simultaneous operations to remove redundant oil and gas facilities and perform other lease restoration tasks concurrent with facilities re-alignment to allow the existing oil and gas operator to continue to operate a portion of the oil field (i.e., outside of the land redevelopment footprint).
Highlighted Project #2: Former Castaic Oil Field Redevelopment - The Newhall Land and Farming Company, Los Angeles County, California
Client: The Newhall Land and Farming Company (NLF)
Team Members Involved: PR Field Services, Inc. and Numeric Solutions, LLC
Agencies Involved: CalGEM, Los Angeles County Fire – Site Mitigation Unit, Los Angeles County Regional Planning
Commission, Los Angeles County Building and Safety
Relevant Services: Well abandonments (both elevation
adjustments and re-abandonments), Phase I/II environmental site assessment, remediation, property transaction support, methane support, coordination with multiple regulatory agencies, environmental planning and permitting.
Project Scope:
This project required close coordination between PRFS, as the well re-abandonment lead and a team responsible for the
environmental planning, permitting, and site assessment/remediation aspects of the project.
Additionally, PRFS worked closely with Numeric, who provided geological and geo-technical support Figure 1 – Well flowlines removed from site
Figure 2 – Well prepared for lowering
RFQ No. 26-2 / Page 10
including development of a subsurface 3D geological model representing aquifer and hydrocarbon reservoir structure and stratigraphy used to inform engineering decisions for planning and operations.
Well Plugging and Abandonment: The scope of work involved engineering, planning and permitting the re-abandonment of 45 wells that had been previously abandoned by Exxon in the early 1990s. The NLF land redevelopment project involved significant grade changes which required most wells be either raised or lowered to match final grade (see Figure 2). These well adjustments had to be made concurrent with the grading operations. For example, wells were raised or lowered as much as 100’ as hills were cut, and valleys filled, with over 30 million cubic yards of soil ultimately moved as part of the project. For wells being raised, both the surface casing and production casing were raised in sections (as much as 40’) at a time. Innovative techniques were developed to secure casing strings in-place with one lift and weld in-place. Once a well was raised to final elevation, cementing operations filled the added casing sections. For well lowering, innovative hot tapping techniques were developed to ensure the casing was safe to cut, and a toppling technique was employed to remove cut casing sections that did not require personnel be near the well during the operation.
Of the 45 wells included in this project, approximately 50% were lowered and 50% were raised. In addition, eight wells were re-entered and re-abandoned to address various deficiencies. PRFS provided project management, engineering, permitting and rigs, crews, and cementing equipment to perform the abandonment work. Project management required close coordination with CalGEM, the contractor managing the environmental aspect of the project, the project civil engineers, the surveying team, the grading team, and the project developer.
SECTION 5 References
Please see completed “RFQ 26-2 Attachment A” attached herein as Exhibit B.
SECTION 6 List of Services and Fee Schedule
A list of services that PRFS can provide under a proposed contract with CSFS is listed as follows:
Review and evaluation of well abandonment / re-abandonment proposals submitted to the City by oil operators or property developers.
Review of current status well conditions in the context of CalGEM and City of Santa Fe Springs well abandonment standards.
Well abandonment engineering / cost estimation for City owned property. Perform risk / hazard analysis of previously abandoned oil wells to evaluate health and safety risks. Review of historical aerial photos topo maps to evaluate well locations and historical environmental conditions.
Perform onsite geophysical / magnetic surveys to assist with well location (3rd party sub-contractors may be required).
Perform well leak detection (3rd party sub-contractors may be required).
RFQ No. 26-2 / Page 11
As requested, review well files for evidence of potential environmental / methane impacts related to drilling and historical well operations.
Hourly Rates:
Sr. Petroleum Engineer and Well Abandonment Engineer- $250/hr Sr. Environmental Engineer / Scientist - $250/hr
Project Engineer - $185/hr
Sr. Geologist - $250/hr
Administrative - $65/hr
SECTION 7 Legal and Compliance
PR Field Services, Inc. and their individual team member as well as sub-Consultant, Numeric Solutions, LLC have worked for various clients on projects within the City of Santa Fe Springs. If PRFS is the successful party under this RFQ, which results in a contract with the city of Santa Fe Springs, they commit to not taking on any new work that would conflict with their role as On-call Petroleum Engineer with the CSFS.
PRFS nor their sub-consultant, Numeric, have no outstanding litigation or ongoing regulatory matters.
SECTION 8 Proposed Exceptions
PRFS proposes to use the form of the existing contract dated November 26, 2025 that is currently in place with the City of Santa Fe Springs.
Appendix A Resumes of Key Individuals
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Steven Coombs
Detailed Résumé
Professional Qualifications
BSc in Petroleum Engineering, Colorado School of Mines, Golden, CO Member of Society of Petroleum Engineers
WORK EXPERIENCE.
2008-Present
President, PR Field Services, Inc.
Steve is President of PR Field Services, Inc., a California based service company that performs engineering, planning, permitting, cost estimating and project management services as well as intervention and well abandonment services (rigs, equipment and crews) to the oil and gas industry both onshore and offshore California. A list of some of the more notable projects are listed as follows:
• 2025 – Well P&A engineering and planning study of large greenfield real estate redevelopment projects in Los Angeles County involving 180 previously plugged and abandoned wells.
• 2025 – Engineering, planning and execution of cementing services for reabandonment of two leaking wells in surf zone, Summerland beach, CA • 2024 – 21 well P&A program in Midway Sunset field. Project management, permitting & planning.
• 2024 – present – location of (excavation, survey, leak testing) of 34 previously abandonded wells in Sacramento delta area and re-abandonment planning and engineering for wells not abandoned to current standards to make way for brownfield land re-use project.
• 2022 – 2024 - Bridgemark Corp – Project management, engineering, permitting and planning for 12 well plug and abandonment project in Richfield Field. • 2021- 2023 – 8 wells over two programs which included engineering, permitting, project management and field well P&A services in Cat Canyon Field. • 2021 – Present – Project management and well P&A services for a 15 well P&A program in Ventura and Los Angeles counties.
• 2023 – Management of 4 greenfield real estate redevelopment projects in LA Basin including permitting, planning and execution of three well re-abandonment in the Santa Fe Springs field.
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• 2018 – 2021, Driltek (as general contractor to State of California) – Well abandonment services (specifically cementing) of 25 onshore and 53 offshore (Rincon Island) wells.
The work was completed in January, 2021.
• 2020, Huntington Beach land owner – Provided rig, pumps and cementing services for re-abandonment of two wells in Huntington Beach to pave the way for real estate development of a town lot where the wells were located. • 2019 - Exxon-Mobil – Provided rigs, cementing services and equipment for, abandonment of two wells located on piers in Goleta beach (State Lease 421). Highly sensitive work with high public awareness, multi-agency / jurisdiction approvals and oversight on Santa Barbara area beaches.
• 2018 – Present - Ongoing project involving re-abandonment of 45 wells to make way for housing development project in California. Work ongoing through 2024. • 2016-2017 – Pacific Operators – Designed, constructed and deployed offshore cementing equipment to platforms Hogan and Houchin offshore CA in Carpinteria field and performed cementing operations for abandonment of offshore wells (> 50 plugs set).
2002-Present
Partner, Reverse Engineering Services, Ltd.
Reverse Engineering Services, Ltd (RESL) specialises in the decommissioning and deconstruction of redundant facilities. The company has also been active in the design of deepwater oil & gas riser and mooring systems, installation, removal and reuse of offshore installations, advanced computer modelling of non-linear dynamic events and environmental engineering and instrumentation. The locations of the platforms considered include the North Sea, the Aegean Sea, the Pacific, SE Asia, US, Japan Gulf of Mexico, offshore Canada and Brazil.
Steve has worked with Reverse Engineering Services alongside Dr. Brian Twomey on a number of offshore decommissioning studies over the past 21 years. Steve brings both a petroleum engineering perspective which include reserve exploitation and development, workover planning and execution, well abandonment planning and execution, drilling, etc, and an offshore operator perspective to the firm.
Mr. Coombs has specific onshore & offshore facilities, well abandonment, workover and drilling experience, program design and execution experience in multiple geographic locations. A summary of some of the recent and more notable engineering, design and cost estimating studies and recent experience (2009-present) is summarized as follows:
• 2025 INPEX – Review of JVP provided Class IV Well P&A cost estimate for 36 nonoperated wells in Bayu Undan Field, Timor Leste. 3 of 6
• 2025 – ANP (Timor Leste oil and gas regulator) – Review of operators proposal for well suspension campaign, Bayu Undan Field, Timor Leste. • 2023 – AGNP (Angola Oil and Gas Regulator) – Review and assessment of leaking onshore well in nature preserve
• 2023 – Santos – Assessment of 900 well P&A and facilities decommissioning project with total liability > $4 Billion located in Class A environmental preserve in Western Australia
• 2023 - INPEX – Class V Well P&A cost estimate based on UK Oil and Gas standards for 24 subsea wells in Ichthys Field offshore Australia. • 2023 – INPEX – Review of JVP provided Class V Well P&A cost estimate for 25 nonoperated subsea wells in Coniston Van Gogh field. • 2023 – PEMEX – Offshore site inspection and assessment of fire destroyed platform in Cantrell Field, offshore Gulf of Mexico.
• 2022 – Petroleum Agency of South Africa (PASA). Study of legacy wells drilled in Karoo basin and development of Onshore Technical guideline for well abandonment. • 2021 – Petronas (national oil company of Malaysia) – presented 5 day decommissioning training course to engineering staff of Petronas. • 2020 - Oil Search, LTD (OSL)– Updated Decommissioning ARO Estimate for Papau New Guinea assets with total liability of > $475MM, 60% of which was well P&A liability.
• 2019 – Occidental Petroleum – Assessment of Anadarko GOM deep water decommissioning liabilities in support of Occidentals acquisition of Anadarko Petroleum.
• 2019 Conoco Phillips, Australia – Comparative Analysis and Risk Assessment of P&A of COPA Bayu Undan assets applying two different regulatory standards and P&A guidelines.
• 2018 – PEMEX – Decommission study of AKAL-N Complex in Cantarell field. Well P&A training to PEMEX engineers.
• 2018 – Ministry of Energy (Government of Thailand). Development of well P&A standards and Decommissioning Management System. Taught course on Well P&A to Ministry of Energy staff.
• 2018 - Oil Search, LTD – Class IV Decommissioning engineering study and well P&A study for onshore wells and facilities in Papau New Guinea. • 2017 – Oil Search, LTD – Class V Decommissioning engineering study for onshore facilities in Papau New Guinea.
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• 2017 – Enquest, UK - Strategic study with 40 deliverables covering data collection & data quality analysis, data base design, gap analysis and forward work programme for 49 platform/subsea wells.
• 2017 – Genel Energy, Kurdistan - Decommissioning study covering the onshore Taq Taq field. The scope of work included preparing cost estimates for well P&A of 26 wells & associated onshore processing facilities.
• 2016 – SPE, Kuala Lumpur, Malaysia. Presented two day Decommissioning Training course to attendees in Kuala Lumpur.
• 2016 – New Zealand Environmental Protection Authority (NZ-EPA). Presented two day training course to EPA staff in Wellington NZ.
• 2016 - Quadrant HJV well P&A study - Conventional well P&A using jack up rig (base case). Developed alternative rigless approach using liftboat (cost estimate and methodology). Developed risk register to guide analysis of candidate wells for alternative approach.
• 2016 – Shell - Development of Global Decommissioning Strategy. Detailed content is confidential but includes strategic implications of the BPEOA on decommissioning. • 2016 – Encana – Offshore Canada - Work included preparation of reports covering:
Peer review of clients existing well P&A plan and cost estimate, RESL developed cost estimate based on peer review results and strategic planning involving mothballing, P&A execution timing.
• 2015-2016 – Exxon-Mobil - Global Portfolio Assessment and Benchmarking Study.
Review of global portfolio and associated liability estimates. Focused on comparative benchmarking of offshore fixed facilities – jackets, topsides etc. with data from >50 historical projects in North Sea, GoM, and SE Asia using the 25 year RESL internal work history database of completed global decommissioning projects. • 2015 - Total E&P Indonesia: AACE Class 4 Decommissioning Engineering, Planning and Deterministic and Probabilistic Cost Estimation for BK Field • 2014-2016 – PetroSA, South Africa – Class V study for offshore platform, sub-sea installation and wells.
o Subsurface: P&A engineering, planning, deterministic & Probabilistic cost estimation of P&A for 131 Legacy wells, 19 Platform wells & 81 subsea wells. o Law & Regulation: Optimizing the Decommissioning Guidelines for PetroSA & South Africa
o Transfer of Decom Knowhow: Training South African Personnel. • 2014-2015 - Conoco Phillips, Australia - Independent Assessment of ConocoPhillips’ Bayu Undan Well Portfolio.
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o The field includes 23 platform wells located on a central gathering platform and a small normally unmanned wellhead platform. Also included in the scope were 6 suspended exploration wells and 2 subsea producers.
• 2013 - BP Norge: Preparation of the decommissioning documentation and permitting (Engineering, cost estimate & HSE) for submission to the Norwegian authorities for the HOD project. 2013
• 2012-2013 – Woodside Petroleum, Australia - Decommissioning Strategic Study for a Generic Set of Australian Onshore & Offshore Oil & Gas Assets including an AACE Class 5 cost estimate. This work includes 6 onshore facilities, loading docks, large LNG and LPG facilities onshore, 1 medium and 4 large steel jacket facilities, 5 FPSO´s, extensive complex subsea facilities, pipelines etc.
• 2012-2013 - Hess Oil & Gas SE Asia - Class 4 Decommissioning Engineering Study and Cost Estimate all company assets located in SE Asia. Facilities in the 5 fields included (2 operated and 3 non-operated by Hess): 51 offshore platforms, 3 turret mounted FPSP´s, multiple subsea manifolds. 42 pipelines (over 1,870 km total), 617 offshore wells, 4 gas well pads & 1 water well pad onshore & 9 onshore oil wells, 114 buildings, 14 large gas & LNG tanks, 4 processing facilities, 1 terminal and 4 camps. • 2012 – Marathon Oil – UK North Sea - Class 4 decommissioning & cost estimation of study for the Brae B platform.
• 2010 – Halliburton – North Sea - Decommissioning study of 24 BP SNS platforms BP North Sea: The objective was to develop decommissioning business strategy, contracting strategy, liability, planning and cost estimation. This cost estimation study on covers 54 platforms, subsea systems (7 systems), well P&A (90 wells), over 80 subsea pipelines, and onshore pipelines (over 400 miles in total), gas receiving facilities and treating etc.
• 2010 – Pacific Operators Offshore – Offshore California - Developed and assisted in managing the bidding process for the decommissioning & disposal of 2 company owned platforms & onshore facilities and infrastructure (including well P&A). • 2009 – Pacific Energy Resources – Offshore California - Beta Field Decommissioning Study of 3 offshore platforms and onshore facility.
Further Mr. Coombs has been a practitioner of Monte Carlo modelling since the mid 1990's and has generated a number of extensive and complex probabilistic models to support both the decommissioning engineering efforts as well as petroleum engineering related topics.
2006-Present
President, Patriot Resources, LLC
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Steve is President and owner of Patriot Resources, LLC, a California independent that owns and operates several small onshore oilfields in California. The company is active in reserve development and exploitation of their asset base in California. 1991-2002
EVP, Pacific Operators Offshore, LLC.
Steve served as an Executive Vice President and Engineering Manager of Pacific Operators Offshore, LLC, a California independent that owns and operates two offshore platforms in the Carpinteria field, Santa Barbara channel. Steve identified the offshore platforms as an acquisition target and after their successful purchase from the prior owners, he joined the company. During his tenure with Pacific Operators Steve managed environmental affairs, engineering, business development and was active in day-to-day management of the company. This included design and implementation of multiple offshore drilling programs that involved abandonment of existing wells and drilling of new wells. Steve remains a member of the board of directors. 1985-1991
Principal, Enhanced Production Operations, Inc.
Steve co-founded the company which specialized in petroleum engineering and oil and gas operations management. Steve was responsible for all engineering and business development efforts for the company. He coordinated all environmental permitting, all outside engineering consulting work and direct in-house project development efforts. His efforts ranged from overseeing drilling and well workover operations to reserve exploitation and reserve studies.
1981-1985
Sr. Petroleum Engineer, Petro-Lewis Corporation
Employed as a petroleum engineer with Petro-Lewis Corporation in their Rocky Mountain region, Gulf Coast Region, and Western Region, with major emphasis on production engineering and property valuation. The responsibilities in each region consisted of proposing and supervising recompletions and workovers, evaluating proposed drilling prospects from reservoir, production, and economic viewpoints, and maintaining operations on secondary and tertiary recovery projects.
Updated 11/8//22
R E S U M E
Stanley Wells Brown, PE P-1733 (CA) 1018 Westridge Dr, Ventura, CA 93003 Consulting Petroleum Engineer Cell: (805) 701-6051
Stan W. Brown Engineering, Inc. e-mail: [email protected] [email protected]
linkedin/in/stan-wells-brown
PROFESSIONAL / MEMBERSHIP:
Professional Engineer P-1733 registered in the State of California, Petroleum Engineering.
Member, Society of Petroleum Engineers (25 Year Club). 51 years industry experience.
DETAILS OF PETROLEUM ENGINEERING EXPERIENCE: (48 years) (* current activity) Production Engineering:
Surveillance of well performance, cause-effect analysis.* Conception, screening and prioritization of potential investment wellwork projects.* Detailed planning of workover programs, job coordination and/or supervision, and evaluation of results: Primary and squeeze cementing.* Logging and perforating (wireline/tubing-conveyed).* Profile and/or production improvement by acid or other chemical/mechanical means; and thief zone control/shutoff.* Sand fracturing.
Installation of liners and gravel-packing.* Casing repair*. Running of multiple-completion liner and tubing assemblies. Conversion to injection/production.* Cyclic steaming. Abandonments / re-abandonments.* Sacramento gas well workovers. Artificial lift design, optimization and monitoring*. Analysis and evaluation for reduction of pulling cost / frequency and lifting cost.* Preparation of NOI’s, well histories, wellbore diagrams, annotated logs.* Research and testing of new engineering concepts and techniques.* Budget preparation and work prioritization.* Well abandonment / re-abandonment safety certification reporting to city government.* Reservoir Engineering:
Analysis of reservoir characteristics, well performance, recovery and profitability.* Mapping and contouring of engineering, geological and performance parameters.* Waterflood project planning and optimization (injection/withdrawal studies by area/zone, injection profile analysis/control, cumulative injection profiling, injection well performance analysis, other metrics, chemical tracer work and analysis. Preparation of UIC Project Data.* Recommendations for recompletions, development wells, horizontal laterals or changes in well or pattern configuration.* Open and cased hole log interpretation and saturation, OOIP and recovery calculations.* Evaluation for adaptability to enhanced recovery methods. Injector step-rate testing.* End-of-field life transition waterflood changes*. Horizontal wells or laterals planning. Steaming project planning (cyclic, SAG-D), analysis of cyclic steaming. Chemical EOR (CEOR) planning and testing. Analysis of pressure transient surveys.* Technical report writing.* Geographix geologic mapping and crosssection modules. Development of productivity correlations in sand-fracturing.
Property Evaluation:
Reserves determination and reporting (projection and volumetric).* Property acquisition / divestiture economic analyses and due diligence. Review of international fields pertaining to acquisition or property development potential. Expert witness testimony.
Operations:
Permitting and reporting to various regulatory agencies, mainly CalGEM.* Coordination, surveillance and/or direct supervision of ongoing workover projects and daily production operations in the field. * Routine pulling cost minimization practices.* Operations streamlining to reduce lifting cost.* Electrical usage reduction* / cogen planning. Collaboration with engineers, geologists, managers, accountants, field supervisors, field operators, service/equipment companies and chemical companies.* Preparation / signoff of SPCC Plans*, Operations Manual, SAFE Charts, offshore safety systems analysis. Training / mentoring of engineers. Waterflood facility and source water well pumping design. Surface facility redesign.
Drilling Engineering: Detailed planning, programming and costing of new wells, redrills, drilling and lateral drilling projects. NOI, History preparation. Project coordination and review.
Stanley Wells Brown, Consulting Petroleum Engineer
Resume, page 2
Updated 11/8/22
FIELDS WORKED: (* denotes currently active) (number of years worked) L.A. / Org. Co. Ventura Co. Kern Co. / N. Calif. Santa Maria (7) Wilmington (10+) Sespe* (10+) Rosedale (2) Cat Canyon
Richfield (17+) Ojai* (8+) Edison (2) Gato Ridge
Inglewood (2+) Hopper Cyn. (10) Mountain View Orcutt
Potrero Oxnard (2) McDonald Anticline Los Alamos
Rosecrans (4) Holser Cyn.(10) W. Bellevue Santa Maria Vly Placerita (1) Rincon Offshore (5) Poso Creek (1) Casmalia Castaic Hills (3) Shiells Canyon Belridge (2)
Hasley Cyn. (3) South Mountain S. Kern Out of State
Tapia (7) Santa Clara Ave (10) Sacramento Gas Wyoming (2) East LA / Bandini (24) Bardsdale (2) Monroe Swell (9) Louisiana Dominguez (1) Eureka Cyn. (7) McCool Ranch (9)
Las Cienegas (7) Ramona* (3)
Torrance* (21) Saticoy (1)
Brea Olinda (6)
Long Beach (10)
Santa Fe Springs* (1)
Sansinena (5)
Orcutt
Seal Beach (3)
W. Newport
EDUCATION:
1977 Master of Science in Petroleum Engineering
University of Southern California, Los Angeles
1971 Bachelor of Arts in Astronomy (minor in Physics)
University of California at Los Angeles
OTHER TRAINING:
Current Reading of SPE and other relevant papers
1997 Horizontal wells for thermal recovery (GravDrain / Butler, in-house) 1995 Professional Engineering Exam Review Course (Winrock Engineering) 1990 Horizontal Drilling / Completions (S.P.E., Halliburton) 1988 Frac Stimulation Design Workshop (Halliburton)
1984 Cementing seminars (Dowell, B.J.)
1981 Acoustical Well Sounding seminar (P.E.S.)
1980 Field Experience – Operated mainland waste water treatment / water injection plants and operated wells for 4 months (Wilmington Field, 300 MBWIPD) 1979 Pumping Well Analysis School (NABLA)
1979 Dynamometers seminar (DELTA-X)
1978 Drilling seminar (U.S.C.)
1977 Completion and Production Operations School (OGCI) 1977 Waterflooding seminar (U.S.C.)
1977 Field Experience - Pumper and Gauger (1 month)
1975 Basic Language Programming seminar
1974 Petroleum Engineering Review (U.S.C.)
PUBLICATIONS:
World Oil July 2004 - “Water Control Becomes Attractive to L.A. Basin Operators” – co-author.
Stanley Wells Brown, Consulting Petroleum Engineer
Resume, page 3
Updated 11/8/22
CAREER HISTORY:
1/12 - STAN W. BROWN ENGINEERING, INC. (SWBEI)
President, Consulting Petroleum Engineer *
Production and reservoir engineering, regulatory compliance, reserves and property valuations, operations and some drilling for Southern California oil producers (ref. Engineering Experience)
3/91 – 12/11 Consulting Petroleum Engineer (self-employed) (same experience as SWBEI) 8/89 – 3/91 HUNTER RESOURCES, Santa Barbara, California Production Engineer / Superintendent
Responsible to Vice President for all aspects of production and reservoir engineering and the supervision of all field operations and 4 lease operators. (50 wells in the Edison, Mountain View, Sespe, Bardsdale, Cat Canyon and Los Alamos fields.) Planned and implemented cyclic steaming and development drilling in the Edison Field which increased production from 250 to 1,300 BOPD. 7/87 – 8/89 SENECA RESOURCES CORPORATION (Nat’l Fuel Gas), Santa Paula, Calif.
Chief Production Engineer
Responsible for all production and operations engineering for the most productive 70 wells in the Sespe Field. Planned and supervised completions, hydraulic sand frac treatments and remedial workovers. Experimented with several advanced fracturing techniques to improve productivity. Developed empirical productivity correlations and equations, determining the important parameters (natural and induced) in hydraulic fracture treatments. Participated in company middle-management meetings. Trained junior engineers. 3/81 – 7/87 ARGO PETROLEUM CORPORATION, Santa Paula, California Senior Production Engineer
Responsible for all reservoir and production engineering for the Ojai, Hopper Canyon, Holser, Sespe and Rosedale fields. Conceptualized and supervised well completions and remedial work (cementing; tubing-conveyed perforating; and sand-fracturing with oil, alternative fluid and foam). Planned and analyzed pressure transient testing of new wells. Managed computerization of production accounting system. Supervised some Sacramento gas well workovers. 12/71 – 3/81 CHAMPLIN PETROLEUM COMPANY (UPRC), Wilmington, California Senior Production Engineer (1/80 – 3/81)
Responsible for all of the production and operations engineering for Fault Block I area in the Wilmington Field (70 wells) being developed for waterflooding at the time, and for the training of junior engineers.
Production Engineer (12/74 – 1/80)
Planning and supervision of remedial and stimulation workovers and for water injection profile maintenance, for entire Wilmington Field operation in Fault Blocks I, II, III and IV. Developed computer program for analysis of water injection subsand cumulative and current injection volumes. Ran and analyzed pressure transient surveys. Innovated with the development of coiled tubing acid stimulation and foamed acid stimulation techniques. Ran and gravel packed many of the first inner liners for sand control. Field operator work for 3 months.
Production Accounting Clerk B (12/71 – 12/74)
Accounted for oil and gas production, sales and water injection volumes by well and field. Noted well problems and interfaced with engineers and field foremen.
Stanley Wells Brown, Consulting Petroleum Engineer
Resume, page 4
Updated 11/8/22
PARTIAL LISTING OF CONSULTING CLIENTS: (3/91 to Present; * denotes currently active) Anterra (also Anadime), Oxnard (2 yrs – Oxnard, Belridge) Asioco Inc, Los Angeles (4 yrs – Rosecrans)
Bentley-Simonson, Inc., Ventura (5 yrs - Oxnard, Las Cienegas, East Los Angeles, Bandini, Ojai, Saticoy, Sansinena)
* Brea Canon Oil Co., Inc., Harbor City (21 yrs - Torrance, Brea) Bridgemark Corporation, Tustin (10 yrs – Richfield, Olive, some Wyoming & Texas) Bright and Brown, Attorneys at Law, Glendale (Cat Canyon) California Oil Independents, Inc., San Clemente (9 yrs- Monroe Swell, McCool Ranch) * CalNRG LLC, Ventura
Caltico, Placerita (1 yr – Placerita)
* C-Base Corp., Northridge (4 yrs – Ramona)
* Chemassist, LLC, Fillmore (5 yrs – Sespe, S. Mountain) Concordia Resources, Inc., Sac’to (17 yrs -Santa Clara Ave, Chaffee Cyn, Sac’to gas) DCOR, Ventura (reserves for offshore fields)
* E&B Natural Resources, Bakersfield (1 yr, San Vicente, Packard, Torrance) Fortune Petroleum Corporation, Agoura Hills (5 yrs - Hopper Cyn., Holser Cyn., Shiells Cyn., McDonald Anticline, Sespe, Oxnard)
Four Teams Oil Prod. & Expl. Inc., Carson (24 yrs - Wilmington, Bandini) Geo Petroleum, Inc., Yorba Linda (2 yrs - Oxnard, Rosecrans) Greka (HVI Cat Canyon), Santa Maria (1 yr – Richfield, Santa Maria same as Saba) Hathaway LLC, Bakersfield (Edison)
* InterAct PMTI, Ventura (Orcutt)
Linford Law, Bakersfield (Huntington Beach)
Linn Western Operating Inc., Brea (2 yrs - Brea)
* Numeric Solutions LLC, Ventura (1 yr – Cat Canyon, W. Newport) * Ojai Oil Co., Camarillo (9 yrs - Ojai)
Petrominerals Corporation, San Clemente (3 yrs - Hasley Cyn., Castaic Hills, Tapia, Rincon Onshore, Gato Ridge, Santa Maria Valley)
Plains Exploration and Production Co., LA (2 yrs - Las Cienegas, Saticoy, Inglewood) Power Run Oil, LLC (4 yrs – Torrance)
Rincon Island Ltd. Partnership / Windsor Energy U.S., Ventura (5 yr-Rincon Offshore) Saba Petroleum Inc., Santa Maria (7 yrs - Richfield, South Mountain, Ojai, Cat Canyon, Gato Ridge, Santa Maria Valley, Casmalia, N. Orcutt, N. Belridge; and for acquisition - Canfield Ranch, China heavy oil & Venezuela light oil)
Sentinel Peak Resources, Inglewood (Las Cienegas)
Signal Hill Petroleum Inc., Signal Hill (10 yrs - Long Beach, Seal Beach) Synergy Oil and Gas LLC (also LCW), Seal Beach (3 yrs – Seal Beach) TEG Oil and Gas USA, Inc. (also ITG Energy), Ventura (7 yrs - Tapia, Eureka Cyn.) Thompson Oil Co., Santa Paula (1 yr – Ramona, Del Valle) THUMS Long Beach Co., Long Beach (1 yr – Wilmington Offshore). United Energy, Ventura (1 yr – Poso Creek)
* Various Others– planning & coordination of workovers, abandonments and reabandonments. UIC project data preparation, well NOI and History preparation, property valuations, due diligence, reserves reporting, professional engineering reports, professional signoffs (31 yrs)
Gwen Tellegen, PE
1 Education
M.S., Biology, University of Southern California,1990
M.S., Environmental Engineering, University of Southern California, 1989 B.S., Biology/Geology, University of Rochester, 1985
Registrations
Professional Civil Engineer, CA No. 58670
Highlights
Over 30 years of experience in oilfield decommissioning oversight, oilwell abandonment, remediation and redevelopment projects including:
Historic oilfield research for environmental and downhole oil well concerns Redevelopment Cost and Schedule Estimates including scope and costs for remediation of soil, soil vapor and groundwater impacts as well as downhole well abandonment costs Oilfield title research to identify well owners and orphan wells Oilfield environmental assessment
Oilfield Remediation using soils management/dig and haul, on-site bioremediation and soil vapor extraction
Successful Brownfield redevelopment completion with more than 25 closure letters issued by State of California regulatory agencies such as the DTSC, RWQCB and County of Los Angeles.
Extensive oilfield decommissioning experience, managing all phases of projects Design and implementation of methane mitigation systems for industrial, residential, commercial, and other sites located in areas of historic oil production
Air quality monitoring, risk assessment, permitting, compliance, and emissions trading Experience Summary
Gwen Tellegen is a California Professional Engineer (PE-Civil) with more than 30 years of experience in oilfield redevelopment, well abandonment and oilfield decommissioning oversight leading to the successful Brownfield redevelopment of oilfield properties for commercial, industrial and residential uses. . This work has included extensive regulatory interface with CalGEM and local agencies overseeing redevelopment work, such as the Cities of Long Beach, Los Angeles and Carson, as well as Los Angeles, Santa Barbara and Orange Counties. Ms, Tellegen has managed oilfield title research to identify well owners and orphan wells, environmental assessment and remediation. Gwen has obtained more than 15 No Further Action Letters from regulatory agencies in the Western United States specifically for former oilfields. Clients have included public agencies and municipalities (such as the Port of Los Angeles, County of Los Angeles and the California Public Utilities Commission), school districts, land developers and home builders, construction companies, and oil production companies (and oil industry groups.
Working closely with staff at the California Department of Conservation Geology and Energy Management Division’s (CalGEM), Ms. Tellegen has permitting oil and gas well abandonments for idle and previously abandoned oil wells. During the work, Gwen managed detailed oilfield title research, including determining ownership histories for the wellbore, mineral rights, surface rights and easements. In some cases, a successor major oil interest was identified as a responsible party, in others no successor interests were found resulting in a CalGEM formal determination of orphan status enabled developers to obtain well ownership to allow for abandonment and property redevelopment.
2 Gwen has successfully located more than a dozen “lost” previously abandoned oil wells using GIS technology coupled with historic maps, photographs and written descriptions uncovered in California Division of Oil, Gas, and Geothermal Resources (DOGGR) files. In many cases, past attempts to locate these wells by others had failed.
In addition, Ms. Tellegen has extensive oilfield decommissioning experience, managing all phases of these projects. This work has included oversight of the abandonment or re-abandonment of more than 100 oil and gas production wells, removal of pipelines and closure of storage facilities, as well as remediating crude oil impacts to soils, natural gas condensate impacts to soil vapor and groundwater. She has obtained agency closure for oilfield sites impacted with hydrocarbons, solvents, polychlorinated biphenyls (PCBs), polynuclear aromatic hydrocarbons (PNAs), mercury, arsenic, asbestos, and naturally occurring radioactive materials (NORM). As a part of oilfield redevelopment work, Gwen has developed site specific clean up goals for oilfield sites using Human Health Risk Assessment and groundwater leachability studies, which were accepted by the state and local oversight agencies. These closures have including phased partial site closures to allow for expedited phased redevelopment or sales of properties.
Gwen is expert in reviewing oilfield compliance files to looking for potential impacts to soil, soil vapor and groundwater during oilfield assessment. Ms. Tellegen has developed focused environmental assessment programs using innovative research methods to pinpoint historic oilfield, used to prepare Remedial Action Plans (RAPs) approved by various state agencies. These RAPs have been implemented in cost-effective manners including Site re-use or burial of lightly impacted soils or by obtaining Waste Discharge Permits from the agencies allowing for the successful bioremediation of more than 350,000 cubic yards of hydrocarbon impacted soils, which was reused on-site in both residential and commercial developments.
Ms. Tellegen has led environmental due diligence programs related to the acquisition of oilfield properties including Phase I and Phase II investigations as well as preparing environmental remediation cost estimates.
She has conducted environmental compliance audits and subsurface investigations of oilfields throughout California, including leases in the oilfields of Santa Maria, Los Angeles, Dominguez Hills, Torrance, Signal Hill, Belridge, Lost Hills, Elk Hills, Brea, Olinda, Tonner Canyon, Inglewood, Long Beach and Wilmington.
Ms. Tellegen has designed and implemented methane mitigation systems for industrial, residential, commercial site and schools located in areas of historic oil production and been the engineer of record for the long-term monitoring of a school site. Gwen has assisted in the preparation of deed restrictions for properties with abandoned wells that continued to have methane leakage, even after proper abandonment Project Experience
Former Dominguez Oilfield, Carson, California - On this 100-acre former oil and natural gas production facility, Ms. Tellegen directed the environmental assessment activities beginning with a preacquisition Phase I/Phase II assessment of the site. Ms. Tellegen performed a detailed site assessment and supervised the preparation of a Remedial Action Plan, which called for excavation and bioremediation of hydrocarbon impacted soils. This included preparing environmental budgets and timelines for all aspects of the remediation and managing various consultants, including labs, drillers, and earthmoving contractors. She also contributed to an Environmental Impact Report and testified at public hearings and neighborhood meetings for the site’s development. Ms. Tellegen managed site remedial activities, including asbestos abatement, radioactive pipe removal and disposal, as well as well abandonment, pipeline removal, and tank 3 farm decommissioning activities. To allow for expedited development of the site, agency closures were requested in a phased manner. As a result, nine Regional Water Quality Control Board closure letters covering more than 100 acres of the property were successfully obtained. This has allowed for the development of more than 500 homes and an industrial center in the area. She has negotiated final terms and language for the No Further Action Letters and deed restrictions for future use of areas of the property.
Lost Oil Well Location, Title Research, Transfer to Developer and Permitting for Abandonment, Whittier, California - Ms. Tellegen used historic well records and topographic maps to ascertain the location of a previously abandoned and buried oil well on a site slated for residential redevelopment. From statements in the well record and using geolocated historic topographic maps it was determined that the well had been buried beneath 20 feet of fill. Focused deep soil trenching and geophysical survey work was utilized to find the well, which was cut off at 22 feet below the existing ground surface. Once the well was located, Ms.
Tellegen assisted the developer in identifying the major oil company successor interest which agreed to transfer the well to allow for its re-abandonment to current standards. Ms. Tellegen then managed the well transfer and bonding process and the permitting of the re-abandonment, including the submittal of the required downhole abandonment plan, environmental impact review, and spill plan preparation.
UCB and Dominion Oil Leases, Santa Maria, California - Ms. Tellegen provided technical litigation support for a Phase I ESA followed by several rounds of subsurface investigation of this oilfield owned by a large trust. The landowner was pursuing the former oil and gas production operators to have them clean up the property to original condition. Subsurface investigation activities included collecting soil sampling using backhoe and advancing borings to collect shallow groundwater and soil samples. This work identified former oilfield production sump areas as well as pipeline and wellhead releases of crude oil. Ms. Tellegen mapped and quantified areas of soil and groundwater impact and provided cost estimates for their remediation. The scope of work for this project included detailed records review at the California Division of Oil, Gas, and Geothermal Resources (DOGGR) and the Santa Barbara County Petroleum Office, site reconnaissance, and map and figure preparation. As a result of this work, the former operators undertook cleanup of the identified issues.
Due Diligence Environmental Investigation of Eight Major Oilfields, Los Angeles and Santa Barbara Counties, California - Ms. Tellegen managed an expedited due diligence environmental investigation of eight major oilfields in located in the Cities of Los Angeles, Inglewood, Montebello, and in Santa Barbara County for a confidential Oil Production and Exploration Client. Phase I and Phase II Site Assessments were conducted and remediation cost estimates were prepared within 45 days. Ms. Tellegen presented of the technical basis for the remediation costs which allowed for the timely completion of the purchase of the assets.
Former Oilfield, Newhall, California - Ms. Tellegen acted as “Remediation Umpire” for $120 Million dollar settlement between a major oil and gas production company and a large land and farming company. She directed the enforcement of provisions of the settlement agreement, including the oversight of excavation, sampling, and mapping activities. Attended weekly meetings between the parties in which site activities, disagreements on the settlement agreement and analytical data were discussed and resolved.
Location of Previously Abandoned Oilwell & Methane Assessment, Carson, California - Ms. Tellegen managed the successful location of a previously abandoned oil well on a parcel being redeveloped for commercial use in Carson, California. Efforts undertaken by the previous consultant had failed to find the oilwell, which 4 was holding up redevelopment plan approval. The abandoned well casing location was narrowed using GIS Mapping of historical features found on aerial photographs, topographic and oilfield maps. Then subsurface investigation was conducted in this small area using an excavator and geophysical testing methods. The former wellhead was found more than 15 feet below ground surface, and a methane assessment was performed. Ms. Tellegen was able to negotiate with CalGEM to allow for no re-abandonment because the well was not found to be leaking methane and was not located below the planned buildings’ footprints.
Western States Petroleum Association (WSPA), Sacramento, California – Ms. Tellegen assisted Western States Petroleum Association in developing suggested criteria and procedures for groundwater monitoring required for Well Stimulus Treatments under the newly enacted SB-4. This work involved extensive research into fracking and acid stimulus operations being conducted throughout California’s oilfields, including existing procedures, permitting, and reporting requirements. In addition, the relationship between groundwater basins and oil production zones were examined to determine different scenarios for monitoring. Research into potential conduits for frac fluid was also conducted to show that very few real vertical conduits exist and require consideration. She presented findings to the group and to the SWRCB as well as to larger groups of stakeholders during the regulatory development process.
Assessment and Remediation Cost Estimate of Five Oilfields, Huntington Beach, California - Ms. Tellegen managed expedited Phase I and Phase II Site Assessments and prepared remediation and regulatory compliance cost estimates for five oilfields owned by an Estate located in Huntington Beach, California. The Estate required the completion of an expedited evaluation of the financial liabilities associated with environmental contamination/compliance as well as oil well abandonment liabilities. Gwen managed the expedited assessment of more than 50 parcels of land and assisted the Estate’s Petroleum Engineer with researching oilfield and well histories for the preparation of a remediation and abandonment cost estimate.
This work was completed in less than 60 days.
Oil and Natural Gas Production Facility, Kazakhstan - Ms. Tellegen performed international waste audit and treatability study for a major oil production facility in Kazakhstan. This work involved a site visit, interviews of site personnel, reviewed oily waste handling procedures and evaluated treatment and recycling options for oily sands, drilling muds, and hydrocarbon-impacted soils.
Contact
[email protected]
949-378-8448
March 2025 John Harris | 1
1536 Eastman Ave. Suite D
Ventura, CA 93003
JOHN H. HARRIS
805.794.5011 (o)
805.407.7644 (c)
[email protected]
1536 Eastman Ave., Suite D
Ventura, CA 93003
SUMMARY
• John’s ~25 years of professional experience with Numeric Solutions, LLC (Numeric) focusing on oil and gas Exploration and Production (E&P), carbon capture and storage (CCS), and groundwater projects primarily in California as well as across the US and internationally. His specialties include petroleum geology, reservoir characterization/modeling, regulatory and compliance topics, technical and financial asset evaluation, as well as risk management and mitigation.
• Recognized industry expert in geoscience and has served as expert witness for risk management and planning and oil and gas operations, regulatory and compliance assessment, valuations and asset transactions.
• Major world-wide oil and gas E&P Company experience: petroleum geology, project development, regulatory and compliance, geological modeling and reservoir simulation (Petrel, Gocad and RMS), reserves and resource estimation, asset evaluation, expert witness services and testimony and acquisitions and divestments advisor. • Numeric has overseen over fifty CA Class II UIC project reviews. Beginning in 2022, Numeric’s focus turned to Class VI UIC permitting efforts for proposed CCS projects across the country – including California, Texas, Louisiana, New Mexico and Wyoming. Numeric’s team of interdisciplinary experts including geoscientists, engineers, geomechanics, financial and regulatory experts, performing site characterization and feasibility studies, generating plume models, and authoring Class VI UIC applications for the EPA and states with Class VI Primacy.
PROFESSIONAL EXPERIENCE
Numeric Solutions LLC. 6/2000-Present
President
Management of geoscience, engineering and regulatory professional consulting firm with overall responsibility for business and technical operations. Numeric Solutions (Numeric) was founded to provide geological, engineering and regulatory services focused on challenging subsurface projects that included: oil and gas field depletion planning, Enhanced Oil Recovery (EOR) studies and recommendations, well drilling, abandonment, and remediation and hydrocarbon production risk management. Over the last 20 years, Numeric has grown from a California oil and gas-only consulting firm to an organization with national and international clients in the energy, decarbonization, water, agricultural and real estate industries. Major clients and engagements include:
• Elevation Midstream. 2023 – Present: Geologic static model development and reservoir simulation for planned CCS project in Texas.
March 2025 John Harris | 2
• Milestone Environmental Services. 2023 – Present: Geologic static model development and reservoir simulation for planned CCS projects in Texas and Louisiana. Authoring of AoR and Corrective Action Plan for EPA Class VI application.
• Tallgrass Energy. 2022 – Present: Geologic feasibility, site characterization, and EPA (Region 6) Class VI application authorship for proposed CCS facilities in New Mexico and Wyoming.
• Bridgemark Corporation. 2019 – Present: Expert witness for matters including asset valuation and divestment, oil and gas well and facilities abandonment and remediation. • Pacific Coast Energy Company (PCEC). 2019 – Present: Advisor on the merger of Newbridge Resources and PCEC. Asset valuation, Asset Retirement Obligation (ARO) modeling. Regulatory and compliance expert related to abandonment and remediation of properties in Santa Barbara and Los Angeles counties.
• Southern California Gas Company. 2016 – Present: Underground Gas Storage (UGS) risk management of Southern California Assets. Facilitate the planning and execution of well abandonment with local and state regulatory agencies.
• California Resources Corporation. 2018-Present: Assist with Underground Injection Control (UIC) permitting in the San Joaquin basin.
• Aera Energy LLC., 2005-2016: Geological consulting to exploration and development teams in Ventura and San Joaquin Basins.
• Statoil Gulf Services LLC. 2013-2014: Responsible for geological modeling and uncertainty analysis for Statoil oil and gas assets in the Gulf of Mexico and Williston Basin of North Dakota and Montana.
• Venoco Inc., 2001-2012: Geological interpretation for onshore and offshore assets.
Operations/development geologist for West Montalvo asset 2008-2010 in Ventura County, CA.
• OXY/Vintage Production California LLC., 2006-2013: Geological evaluation for newly acquired Ventura Basin properties. Responsibilities included: 3D model development, reserves estimation, behind pipe pay/RTP selection, exploration prospect evaluation. • Dynamic Graphics Inc., 2006-Present: Domain expert in Energy sector for small technical software company. Specific roles included: consulting, model development, assistance with custom software development and sales in China, South America and the Middle East. • Plains Exploration and Production Inc., 2000-2004: Numerical reservoir characterization and simulation for company-operated California petroleum assets.
University of California Santa Barbara 2000 - 2005
Consulting Earth Scientist / Software Developer
March 2025 John Harris | 3
• Lead geoscientist and software developer for online mapping systems and spatial databases used to store ecological data collected in the western US. Consulted on GIS and spatial statistics projects.
Texaco Inc. 1997 – 2000
Geoscientist
• Various positions in Texas and California ranging from development geologist for Kern River and Midway Sunset oil fields (California) to positions responsible for the application of emerging technologies to enhanced oil recovery practices in Texas and California.
EDUCATION
• M.S. Geology – University of Michigan 1996
• B.S. Geology – University of New Hampshire 1993
PUBLICATIONS
• “A Re-Look at Borehole Images: What Are We Missing?” Jon Schwalbach, Tom Hauge, John Harris, and Eric White, Search and Discovery Article #42380 (2019) Posted July 1, 2019 • “3D Structural Analysis of the Ventura Avenue Anticline, California: Reinterpretation of a Classic Contractional Anticline Using Modern 3D Methods”, AAPG Program & Abstracts, May 2010.
• “4-D Reservoir Thermography and Possible Implications for the Prediction of Reservoir Conditions,” AAPG Program & Abstracts, May 1999. • BLASH vs GF Theory in Mining Investment. Society of Economic Geologists Newsletter, no. 26, July 1996 pp. 23-4.
• Draft report, “Aliso Canyon Gas Storage Facility Geologic and Geomechanical Study,” Southern California Gas Company, March 2019.
• “Fault Delineation in Oil Based Mud at West Montalvo Field Using A 3-D Resistivity Tool”, AAPG Program & Abstracts, May 2010.
• “Geological Modeling Challenges and Applications: San Miguelito Oil Field, Ventura, California”, AAPG Program and Abstracts, April 2012.
• “Geomodeling Compute Frameworks,” AAPG Program & Abstracts, May 2004. • “Impact of 4D Geostatistical Modeling on Heat Management Practices: Midway-Sunset Oil Field, CA,” AAPG Program & Abstracts, May 2000.
• “Paleostress in Cratonic North America: Implications for Deformation of Continental Interiors,” Science, August 1997.
March 2025 John Harris | 4
• “Relative timing of calcite twinning strain and fold-thrust belt development; Hudson Valley fold-thrust belt, New York, U.S.A.,” Journal of Structural Geology, May 1998.
PROFESSIONAL AFFILIATIONS
• American Association of Petroleum Geologists
• Association for Computing Machinery
• Geological Society of America
• International Association for Mathematical Geology
• Society of Petroleum Engineers
January 2026 Eric White | 1
1536 Eastman Ave. Suite D
Ventura, CA 93003
ERIC B. WHITE, PG
(805) 628-2312
[email protected]
1536 Eastman Ave., Suite D
Ventura, CA 93003
PROFESSIONAL SUMMARY
Eric White, Vice President at Numeric Solutions LLC, brings over twelve years of expertise in oil and gas exploration, production, asset evaluation, and legacy oil field redevelopment, with a strong focus on California’s petroleum basins. His work encompasses geologic interpretation, reservoir modeling, data analysis, reserve estimation, Underground Injection Control (UIC) permitting, and abandoned well risk evaluation to support surface development. Eric has led and supported technical reviews of oil and gas assets and legacy fields, providing defensible, regulator-ready assessments to inform development feasibility and risk reduction across California, the broader United States, and internationally.
Eric has provided technical and strategic advisory services to major and independent oil and gas companies, private equity firms, real estate developers, financial institutions, municipalities, and legal entities. His contributions include geocellular modeling for reservoir simulation, asset valuation for acquisitions and divestitures, reserve and risk analysis, regulatory compliance support, and evaluation of plugged and abandoned wells in urban and redevelopment settings. He has extensive experience supporting CalGEM and local agency requirements for development within legacy oil fields, including evaluating existing well conditions and preparing and certifying technical reports assessing whether those conditions sufficiently mitigate subsurface risk to allow surface development on or near legacy wellbores.
Since 2019, Eric has managed and authored numerous California Class II UIC project reviews and multiple Class VI permit applications for the EPA or primacy states, highlighting his comprehensive understanding of complex regulatory frameworks. As a leader, he oversees a multidisciplinary team of geoscientists, engineers, and regulatory specialists. Eric is a licensed Professional Geologist in California and Wyoming.
PROFESSIONAL EXPERIENCE
Numeric Solutions LLC, Ventura, CA Aug 2013 – Present
Vice President, Geologist
Select clients and project experience at Numeric Solutions (sorted alphabetically):
• Aera Energy, LLC: Static geocellular model development for a San Joaquin basin asset. • Ardmore Energy: Seismic interpretation and prospect generation for offshore North Sea asset. • B. E. Conway Energy, Inc: Conduit analysis study supporting Aquifer Exemption efforts in the Cat Canyon Oilfield; UIC permitting support.
• B. Riley Financial, Inc: Conducted an independent asset valuation to support legal proceedings involving an insolvent oil and gas company, providing technical and financial insights to strengthen the client’s case.
• Brea Cañon Oil: Geologic database and model development for large waterflood UIC project review in Los Angeles County.
• Bridge Energy: Developed detailed field-wide geologic model of a large Los Angeles Basin Oilfield for use in development planning and CO2 sequestration feasibility and permitting studies. • Bridgemark Corp: A&D marketing services for sale of ~$10 MM oil & gas asset in Orange County. • California Natural Resources Group: A&D support for large (>$70 MM) acquisition in Ventura County; UIC permitting support.
• City of Newport Beach: UIC project review for onshore/offshore asset; development and abandonment planning.
• Driltek, Inc: Geologic, hydrologic, and petrophysical model development to assist in the abandonment process of an offshore Ventura County oil and gas field. • E&B Natural Resources: Large waterflood UIC project review in Los Angeles County. • Elevation Midstream, LLC: Geologic static model development and reservoir simulation for planned CCS project in Texas.
• FivePoint Holdings, LLC: Independent hazard and risk analysis study associated with residential development of abandoned oil and gas field in Los Angeles County, CA.
January 2026 Eric White | 2
• Geoscience Support Services, Inc: Conceptual and lithologic geologic model development for large Los Angeles, Riverside, and San Bernardino County, CA groundwater basins for use in a unified groundwater model.
• Globe Oil Exploration: Prospect generation, well planning, permitting, and operational support for the development of Santa Barbara County assets. UIC permitting for water disposal project. • Griffin Resources: Third-party reserve report of Kern County assets, including a study of liabilities associated with asset retirement obligations.
• HKN Energy, Ltd: Third-party technical review for potential asset acquisitions of San Joaquin basin oilfields.
• HVI Cat Canyon: Underground Injection Control permitting support for Santa Barbara and Orange County assets.
• Kern County Operator: Underground Injection Control permitting support for multiple thermal projects (cyclic/steam flood) in the Midway-Sunset Field.
• Locke Lord LLP: Technical support and reserve evaluation for lawsuit associated with Orange County asset.
• Louisiana CCS Operator: Prepared and authored multiple sections of two Class VI UIC permit applications, including the financial assurance and well construction components. • Milestone Carbon, LLC: Geologic static model development and reservoir simulation for multiple planned CCS projects in Texas and Louisiana. Authoring of AoR and Corrective Action Plan for two EPA Class VI applications now administratively complete with the EPA. • Mirada Petroleum: Permitted an extension of an existing exempt aquifer for use as an oilfield wastewater injection zone.
• Morgan, Lewis, & Bockius: Technical expert representing Southern California Gas Company resulting from the 2015 Aliso Canyon blowout event.
• Multiple Los Angeles & Orange County Real Estate Developers: Evaluation of legacy oil and gas wells supporting urban redevelopment projects, including regulatory coordination and development of qualitative and semi-quantitative risk categorization frameworks to inform redevelopment planning, prioritization, and regulatory decision-making.
• Newhall Land and Farming: Third-party geologic site assessment for a large municipal wastewater disposal project. Determined the risk to potential future resource development in the area as well as identified injection zone targets and depths.
• Patriot Resources: Multiple CalGEM Class II UIC project-by-project reviews for water disposal and gas injection pressure maintenance projects.
• Permian Basin Mineral Owner: Provided technical divestment advisory services on the sale of a large (>$50 MM) mineral parcel in the heart of the Permian Basin, TX. • PR Field Services, Inc: Multiple geologic evaluations for abandonment efforts in the Los Angeles basin. • Santa Maria Energy, LLC: Geologic interpretation, modeling, and reserve estimation for Santa Maria Basin assets.
• Sempra Energy: Reserve report development for enhanced oil recovery asset in the Ventura Basin. • SMG Oil, LLC: Underground Injection Control permitting for Ventura County asset. • Southern California Gas Company: Provided technical services including Petrel training and geologic interpretation/modeling for Ventura Basin asset; UIC permitting lead for water flood/disposal projects in multiple Los Angeles County fields; Geologic studies to assist in proper abandonment of wells in two Los Angeles County gas storage facilities.
• Staatsolie Maatschappij Suriname N.V: Provided third-party review of proposed polymer flood of Tambaredjo Field.
• Stantec: Worked with a multi-disciplinary consulting group serving a large municipal water department.
This multi-faceted project assisted the municipality with remediation and groundwater resource management in two large groundwater basins. Field observations, well logs, and geophysical data were analyzed and interpreted for the development of a conceptual geologic model focused on the hydrostratigraphy of the basins. This was followed by the construction of a 3D geocellular model in Petrel for use in a numeric groundwater simulation.
• Statoil Gulf Services, LLC: Geologic modeling in Petrel and uncertainty analysis for Gulf of Mexico and Williston Basin assets.
• Tallgrass Energy, Inc.: Geologic feasibility, site characterization, and Class VI application authorship for planned CCS hubs in New Mexico and Nebraska, and an approved multi-well Class VI geologic storage project in Wyoming.
January 2026 Eric White | 3
• Team Operating, LLC: UIC permitting for Cat Canyon field asset; Waste Pile Management Facility technical evaluation and report for Regional Water Board. • Texican Energy Corporation: Geologic prospect evaluations for asset acquisitions throughout California and the USA. Development planning and completion design for Santa Maria Basin assets focusing on Monterey Formation mapping and characterization. Reserve estimation and cash flow modeling for large asset acquisitions and fundraising.
• Toll Brothers, Inc: Board of Directors member for a wind-down company, providing technical oversight for abandonment and remediation of former oil and gas assets prior to real estate development. • Ventura County Operator: Development of static reservoir models in Petrel utilized for reservoir simulation for multiple offshore oilfields in the Santa Barbara Channel; Directional geo-steering support for offshore lateral development program.
• West Energy Operating: Development (recompletions and drilling) support for Kern, Ventura, and Los Angeles County assets. Class II UIC permitting for large Los Angeles basin waterflood project and two Ventura basin water disposal projects.
California Resources Corporation, Bakersfield, CA Mar 2019 – Apr 2020 Geologist – Permitting Support
• Provided general geologic support and led Underground Injection Control permitting efforts for oilfields in southern Kern County, CA.
PROFESSIONAL LICENSES / CERTIFICATIONS
California Professional Geologist, #9675 Jan 2019 – Present Wyoming Professional Geologist, #4303 May 2023 – Present
EDUCATION
MS University of California, Santa Barbara: Geological Science 2011 – 2014 BS Union College, Schenectady, NY: Environmental Science Jun 2010 Minor in Biology
PUBLICATIONS
Harris, H. H., and White, E. B. (2015): Revitalization of Santa Maria Basin Oil Fields. AAPG Program & Abstracts.
PROFESSIONAL AFFILIATIONS
American Association of Petroleum Geologists, Member 2011 – Present Coast Geological Society
Secretary Aug 2015 – Aug 2017
Vice President Aug 2017 – Jul 2018
President Aug 2018 – Jul 2020
Past-President Aug 2020 – July 2021
COMPUTING / ANALYTICAL SKILLS
Software General: MS Office Products, Adobe Acrobat
Specialty: Petrel, Geographix, ArcGIS, tNavigator, OPMFlow, PHDWin, @RISK, Crystal Ball, DrillingInfo, Power BI, Well Shadow
Appendix B RFQ References
RFQual 26 - 2
On-Call Petroleum Engineering Services
ATTACHMENT A – References
(COMPLETE AND RETURN WITH YOUR PROPOSAL)
Entity Name
Entity Address
Name of Contact/Phone Number_________________________________________ Email of Contact
Project Title/Dollar Amount
Date of Project
Project Description____________________________________________________ ___________________________________________________________________ Entity Name
Entity Address
Name of Contact/Phone Number_________________________________________ Email of Contact
Project Title/Dollar Amount
Date of Project
Project Description____________________________________________________ ___________________________________________________________________ Entity Name
Entity Address
Name of Contact/Phone Number_________________________________________ Email of Contact
Project Title/Dollar Amount
Date of Project
Project Description____________________________________________________ ___________________________________________________________________ Matt Carpenter, 661-255-4259
[email protected]
Mission Village well re-abandonment / >$2 million
2018-present
Well adjustment and abandonment for Mission
Village housing project, Santa Clarita, CA
Westervelt Ecological Services, LLC
3636 American River Drive, Suite 120, Sacramento, CA 95864 Mike Lozano, 916-646-3644
[email protected]
Evaluation P&A'd wells in Little Eggbert Tract in
preparation for State of CA DWR flood control project
2024-2025
Evaluation of previously P&A'd wells in
LET/>$200,000
ENGEO Incorporated
2633 Camino Ramon, Suite 250, San Ramon, CA 94583
Shawn Munger, 916-580-6535
[email protected]
Evaluation of previously P&A'd wells for Forever CA
Project / >$50,000
2025-present
Evaluation of previously P&A'd wells in a larged
planned community area
EXHIBIT “C”
COMPENSATION RATE
EXHIBIT “D”
MASTER AGREEMENT AS AMENDED BY FIRST AMENDMENT
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Julio Morales, Director of Finance
SUBJECT: CALIFORNIA FIXED INCOME TRUST LOCAL GOVERNMENT INVESTMENT POOL DATE: Tuesday, August 18, 2026, 5:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Adopt and Approve Resolution authorizing City of Santa Fe Springs to open a Participant account with the California Fixed Income Trust (CalFIT), a joint powers authority (JPA) local government investment pool (LGIP), to invest in shares of the CalFIT Stable Value Pool.
FISCAL IMPACT
There is no immediate fiscal impact for authorizing another Local Government Investment Pool (“LGIP”) option. We anticipate that authorizing another LGIP will provide additional investment alternatives and subsequently higher investment returns in the future.
BACKGROUND
CalFIT is a joint powers authority (JPA) created in 2025 with the objective of meeting the investment needs of local governments seeking to invest its most liquid funds such as operating cash.
CalFIT is governed by a board of trustees comprising California local government finance officials who are solely accountable solely to its public agency Shareholders / not private shareholders or bank officers.
Chandler Asset Management, a leading California-based local government investment advisor, serves as the investment advisor to CALFIT.
ANALYSIS
All expenses of the Pool are deducted from the Pool’s yield. There are no out-of-pocket expenses for money invested in CalFIT.
CalFIT meets GASB 79 criteria, which requires the pool to maintain stable net asset value (NAV) of 1.0, similar to the SEC Rule 2(a)7 rule that governs money market funds:
Maturity Limits: All securities must have a maturity of 397 days or less. The portfolio's weighted average maturity (WAM) must be 60 days or less, and its weighted average life (WAL) must be 120 days or less.
Liquidity: At least 10% of assets must be daily liquid assets, and 30% must be weekly liquid assets.
Credit Quality: Securities must be rated in the highest category of short-term ratings.
Diversification: No more than 5% of the portfolio can be invested in a single issuer (excluding U.S. government securities).
Shadow Pricing: The pool must perform shadow pricing to ensure the amortized cost remains within 0.5% of the real-time market value
ENVIRONMENTAL
N/A
DISCUSSION
CALFIT is a short-term investment alternative for California public agencies, permitted under California Government Code §53601(p). CALFIT is a AAA-rated (S&P) investment pool, which, in order of priority, seeks to preserve principal, provide daily liquidity, and earn a high level of income. CALFIT provides three key advantages over other LGIPs:
Offers same-day liquidity if notified by noon
Complies with GASB 79 requirements
Requires no minimum or maximum investment, and no limit on the number of accounts Offers complimentary arbitrage rebate reporting services for invested bond proceeds
SUMMARY/NEXT STEPS
The Finance Director is expected to establish one or more investment accounts, to provide an additional investment option in order to maximize the return on investment of operating funds and bond proceeds, while ensuring the security and liquidity of such monies.
Attachments
Attachment No. 1 - SR CalFIT LGIP.pdf
Attachment No. 2 - CalFIT Introduction Presentation.pdf Attachment No. 3 - CalFIT-Stable-Value-Pool-Fact-Sheet-6-30-26-1.pdf ITEM #
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Julio F. Morales, Director of Finance
SUBJECT: APPROVAL OF CALFIT AS LOCAL GOVERNMENT INVESTMENT POOL DATE: August 18, 2026
RECOMMENDATION:
It is recommended that the City Council:
1. Adopt and Approve Resolution authorizing City of Santa Fe Springs to open a Participant account with the California Fixed Income Trust (CalFIT), a joint powers authority (JPA) local government investment pool (LGIP), to invest in shares of the CalFIT Stable Value Pool.
FISCAL IMPACT
There is no immediate fiscal impact for authorizing another Local Government Investment Pool (“LGIP”) option. We anticipate that authorizing another LGIP will provide additional investment alternatives and subsequently higher investment returns in the future.
BACKGROUND
CalFIT is a joint powers authority (JPA) created in 2025 with the objective of meeting the investment needs of local governments seeking to invest its most liquid funds such as operating cash.
CalFIT is governed by a board of trustees comprising California local government finance officials who are solely accountable solely to its public agency Shareholders / not private shareholders or bank officers.
Chandler Asset Management, a leading California-based local government investment advisor, serves as the investment advisor to CALFIT.
ANALYSIS
All expenses of the Pool are deducted from the Pool’s yield. There are no out-of-pocket expenses for money invested in CalFIT.
CalFIT meets GASB 79 criteria, which requires the pool to maintain stable net asset value (NAV) of
1.0, similar to the SEC Rule 2(a)7 rule that governs money market funds:
CITY COUNCIL AGENDA REPORT – MEETING OF JULY 7, 2026
Measure SFS Capital Improvement Projects