Sierra Madre City Council
August 25, 2026

AMENDMENT #1
TO
CONTRACT # 010424-MNP
THIS AMENDMENT is effective upon the date of the last signature below by and between Sourcewell and Morning Pride Manufacturing L.L.C.(Supplier).

Sourcewell awarded a contract to Supplier to provide Firefighting Personal Protective Equipment with Related Equipment Cleaning to Sourcewell and its Participating Entities, effective May 9, 2024, through March 27, 2028 (Contract).

The parties wish to amend the Proposal to ensure compliance with Sourcewell’s Procurement Policy and standard government procurement practices.

NOW, THEREFORE, the parties amend the Contract as follows:

1. Line item 60 of “Table 11: Pricing and Delivery” of the Proposal is deleted in its entirety and replaced with the following: “Discount from current price list.”

2. Line item 61 of “Table 11: Pricing and Delivery” of the Proposal is deleted in its entirety and replaced with the following: “-20% off Current List Price for all products.” Except as amended by this Amendment, the Contract remains in full force and effect.

Sourcewell Morning Pride Manufacturing L.L.C.

By: By:

Jeremy Schwartz, Chief Operating Officer Michael Garceau, President Date: Date:









 

 



 

 

 



CITY OF
SIERRA
MADRE

STAFF REPORT

PLANNING & COMMUNITY PRESERVATION
DATE: August 25, 2026
TO: Honorable Mayor and City Council
FROM: Clare Lin, Director of Planning & Community Preservation By: Katelyn Huang, Associate Planner
SUBJECT:

Fourth Amendment to the Professional Services Agreement with Willdan Engineering for Consultant Services for the Senior Minor Home Rehabilitation Program

RECOMMENDATION
It is recommended that the City Council approve the Fourth Amendment to the Professional Services Agreement with Willdan Engineering for consultant services to manage and implement the Senior Minor Home Rehabilitation Program. The Fourth Amendment would increase the maximum amount under the Agreement to $100,000 and extend the termination date to July 30, 2027.

SUMMARY
On February 13, 2024, the City entered into a Professional Services Agreement with Willdan Engineering to manage and implement the Senior Minor Home Rehabilitation Program. The proposed Fifth Amendment would increase the agreement’s maximum amount to $100,000 and extend the termination date to July 30, 2027, allowing Willdan to continue providing program administration, applicant eligibility review, project coordination, contractor verification, grant documentation, and related CDBG reporting support.

DISCUSSION & ANALYSIS
Since 2024, Willdan Engineering has provided ongoing program administration and technical support to the Planning and Community Preservation Department for the City’s Senior Minor Home Rehabilitation Program.

Willdan assists with processing senior-resident applications, determining applicant eligibility, verifying that contractors maintain the required local, state, and federal permits and licenses, preparing grant documents, and completing other program-administration tasks.

With Willdan’s assistance, the City has successfully completed eight rehabilitation projects. Improvements have included reroofing; tub-to-roll-in shower conversions; installation of new heating and air-conditioning systems; replacement of water heaters; and window replacements. Willdan also provides administrative support for Community Development Block Grant (CDBG) reporting and coordination with the Los Angeles County Development Authority (LACDA) to facilitate the disbursement of CDBG funds.

The agreement has been amended annually to adjust the contract amount to reflect the City’s estimated annual CDBG funding allocation and the corresponding level of program-administration services required. The amendments allow Willdan to continue administering active and anticipated rehabilitation projects, completing required eligibility and contractor compliance reviews, preparing grant and project documents, and supporting CDBG reporting and reimbursement coordination with LACDA.

Fiscal Year Expenditures
Program
Accomplishments
FY 2024-25 $30,919 Completed 2 rehabilitation
projects
FY 2025-26 $32,312 Completed 6 rehabilitation
projects
FY 2026-27 $36,769
(Proposed) Pending
The table summarizes Willdan Engineering’s annual contract funding and program accomplishments during the current participating year program cycle (FY 2024-27). During FY 2024-25, Willdan supported the completion of two Senior Minor Home Rehabilitation Program projects using $30,919 in contract funding. During FY 2025-26, the Professional Services Agreement was amended to provide $32,312 in contract funding, through which Willdan supported completion of six additional projects using $32,312 in contract funding. The proposed amendment would provide an additional $36,769 to continue program administration and technical support for future eligible projects during the remainder of the current program cycle.

On January 9, 2024, the City Council adopted Resolution No. 24-05, establishing the Minor Home Rehabilitation Program for Fiscal Year 2023–2024. The program provides grants to eligible low- and moderate-income senior residents of Sierra Madre for minor home-rehabilitation projects and essential improvements, including accessibility modifications that support aging in place. The City Council subsequently adopted Resolution Nos. 24-14 and 25-05 to continue the program for Fiscal Years 2024–2025 and 2025–2026, respectively.

STRATEGIC PLAN RELATIONSHIP
Strategic Objective: Build an organization that is innovative, financially stable, and consistently delivers a high level of service.
• Goal 1. Improve Staff Stability
• Goal 2. Build on Fiscal Stability

ENVIRONMENTAL ANALYSIS
Not a CEQA Project under: 14 CCR 15378(b)(2)- continuing administrative or maintenance activities

FISCAL IMPACT
There is no impact to the General Fund as a result of the recommended action. Community Development Block Grant (CDBG) funds are appropriated annually as a Special Revenue in Fund 38002 CDBG – Community Development Block Grant. For Fiscal Year 2026-2027, the City of Sierra Madre is expected to receive an estimated $37,266. These funds can be retained over several years to pursue targeted projects, including the Senior Minor Home Rehabilitation. The grant revenue estimated was not included in the FY2026-27 budget. The amended grant revenue estimate will be incorporated into the City's mid-year budget amendment for FY 2026-27.

The program, fully funded by CDBG, provides grants of up to $17,255 per eligible senior household, along with a 20% consultant fee allocation (totaling $4,313 per household), for a total of $21,568 per participant. This allocation ensures that eligible projects can proceed without reliance on the Fund 10000 General Fund or additional City resources.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments
Attachment 1 - 4th Amendment to Willdan CDBG PSA
Attachment 2 - Original Willdan CDBG PSA
Exhibit A - Scope of Services
453941.1
1 AMENDMENT NO. 4
TO

PROFESSIONAL SERVICES AGREEMENT FOR CONSULTANT SERVICES This Amendment No. 4 (“Amendment”) is entered into between the City of Sierra Madre, a California municipal corporation (“City”), and Wildan Engineering, a California corporation (“Consultant”), to amend the Professional Services Agreement for Consultant Services between the parties with a commencement date of March 11, 2024 (“Agreement”).

RECITALS
A. Under the Agreement, the Consultant manages and implements the Senior Minor Home Rehabilitation Program;
B. On August 7, 2024, the Parties executed an Amendment No. 1, attached hereto as Attachment A, to increase the maximum amount to $31,375.00 and extend the term to June 30, 2025;
C. On June 26, 2025, the Parties executed an Amendment No. 2, attached hereto as Attachment B, to the Agreement to extend the Termination date through June 30, 2026; D. On September 9, 2025, the Parties executed an Amendment No. 3, attached hereto as Attachment C, to the Agreement to increase the maximum amount to $63,236.00; and E. The parties desire to amend this Agreement to increase the contract price.

NOW THEREFORE, the Parties agree to amend the Agreement as follows:

I. Section 3.3 of the Agreement is amended to read as follows, with deletions denoted by struck-through text and additions denoted by underlined text:

3.3. “Maximum Amount”: The highest total compensation and costs payable to Consultant by City under this Agreement. The Maximum Amount under this Agreement is Thirty One Thousand Three Hundred Seventy Five Dollars ($) 31,375.00. One Hundred Thousand Dollars ($100,000.00).

II. Section 3.5 of the Agreement is amended to read as follows, with deletions denoted by struck-through text and additions denoted by underlined text:

3.5 “Termination Date”: 06/30/2025. 07/30/2027.

III. Integration. This Amendment amends, as set forth herein, the Agreement and except as specifically amended hereby the Agreement shall remain in full force and effect. To the 453941.1
2 extent there is any conflict between this Amendment and the Agreement, the terms and provisions of this Amendment shall control. This Amendment and the Agreement, including any exhibits attached to the Agreement, integrate all the terms and conditions of the Parties’ agreement and supersede all negotiations with respect hereto.

IV. Severability. If any provision of this Amendment is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in anyway. 453941.1
3 The Parties hereby enter into this Amendment upon the date of the last signature below.

CITY OF SIERRA MADRE WILDAN ENGINEERING
(“City”) (“Consultant”)
AUTHORIZED SIGNATORIES:

By: _____________________________ By: _________________________________ Name: ___________________________ Name: _______________________________ Title: ____________________________ Title: ________________________________ Date: ____________________________ Date: ________________________________ ATTEST:

By: _____________________________
Name: ___________________________
Title: ____________________________
Date: ____________________________
APPROVED AS TO FORM:

By: _____________________________
Name: ___________________________
Title: ____________________________
Date: ____________________________
AMENDMENT NO. 1
TO

PROFESSIONAL SERVICES AGREEMENT FOR CONSULTANT SERVICES This Amendment No. 1 ("Amendment") is entered into between the City of Sierra Madre, a California municipal corporation ("City"), and Wildan Engineering, a California corporation ("Consultant"), to amend the Professional Services Agreement for Consultant Services between the parties with a commencement date of March 11, 2024 ("Agreement").

RECITALS
A. Under the Agreement, the Consultant manages and implements the Senior Minor Home Rehabilitation Program;
Bi The parties desire to amend this Agreement to increase the contract price and to extend its Termination Date.

NOW THEREFORE, the Parties agree to amend the Agreement as follows:

I. Section 3.3 of the Agreement is amended to read as follows, with deletions denoted by struck through text and additions denoted by underlined text:

3.3. "Maximum Amount": The highest total compensation and costs payable to Consultant by City under this Agreement. The Maximum Amount under this Agreement is Thirty One Thousand Three Hundred Seventy Five Dollars($) 31,375.00.

II. Section 3.5 of the Agreement is amended to read as follows, with deletions denoted by struck through text and additions denoted by underlined text:

3.5 "Termination Date": 06/30/2025.

III. Integration. This Amendment amends, as set forth herein, the Agreement and except as specifically amended hereby the Agreement shall remain in full force and effect. To the extent there is any conflict between this Amendment and the Agreement, the terms and provisions of this Amendment shall control. This Amendment and the Agreement, including any exhibits attached to the Agreement, integrate all the terms and conditions of the Parties' agreement and supersede all negotiations with respect hereto.

IV. Severability. If any provision of this Amendment is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force without being impaired or invalidated in anyway. 1 368314.2

ATTACHMENT A
August 7, 2024
Aleks R. Giragosian
City Attorney

ATTACHMENT B












 





ATTACHMENT C











 



































EXHIBIT “A”

SCOPE OF SERVICES
Consultant shall assist the City with the administration of the Community Development Block Grant program (“Services”). Services shall include, but not be limited to, the following:

A. Application Processing for the senior applicants: Determine Eligibility of applicants (verify age, income, and type of household).

B. Permits and Licenses for Contractors: Vetting contractors to ensure they have or obtain all proper local, State, and Federal permits and licenses, as well as be in good standing with permits/license issuing agencies and applicable land use regulations.

C. Rehabilitation Work Management for the Consultant:
a. Prepare grant documents and process the closing of the grant b. Manage program inquiries from Sierra Madre residents, contractors and the general public
c. Thoroughly make and confirm property inspection and work specifications d. Verify licenses and insurance of contractors
e. Work write-up and itemized cost estimate
f. Construction management
g. Funding distribution
h. Completion documentation
D. Administrative Reporting to CDBG and L.A. County Development Authority (LACDA) a. Input information onto LACDA website at each phase of project b. Notice of Completion (filed with the County Recorder’s Office) c. Recordkeeping and maintenance of files
d. Related services as needed

CITY OF
SIERRA
MADRE

STAFF REPORT

PUBLIC WORKS SERVICES
DATE: August 25, 2026
TO: Honorable Mayor and City Council
FROM: Brian Dickinson, Director of Public Works
By: Eric Lozick, Management Analyst
SUBJECT:

Amendment No. 2 to the Professional Services Agreement with The Vertex Companies, LLC for Additional Construction Administration Services for the Library Remodel and Construction Expansion Project

RECOMMENDATION
It is recommended that the City Council:

1. Approve Amendment No. 2 to the Professional Services Agreement with The Vertex Companies, LLC in the amount of $25,982.50, increasing the total not-to-exceed amount to $683,182.50, for additional construction administration services performed from March through June 2026 for the Library Remodel and Construction Expansion Project.

2. Authorize the City Manager to execute Amendment No. 2 in a form approved by the City Attorney.

SUMMARY
On February 13, 2024, the City Council approved a professional services agreement with The Vertex Companies, LLC (Vertex) for construction management, inspection, and project oversight services for the Library Remodel and Construction Expansion Project. The parties entered into the agreement in March 2024 with a not-to-exceed amount of $532,000.

On January 27, 2026, the City Council approved Amendment No. 1 in the amount of $125,200 for additional construction management, testing, inspection, and project support. Amendment No. 1 increased the total agreement authority to $657,200.

Construction extended beyond the period assumed for Vertex's amended budget. From March through June 2026, Vertex performed additional construction administration services before Council approved added compensation; the deferred charges remain unpaid. Vertex documented $51,965 in additional services. To resolve the deferred charges, on July 21, 2026, the City and Vertex agreed to reduce them by 50 percent, limiting the additional compensation to $25,982.50. Invoice OPM 095074-28, issued July 31, 2026, reflects the agreed amount.

DISCUSSION & ANALYSIS
Vertex's agreement includes construction administration, schedule and cost monitoring, coordination with the contractor and design team, review of payment applications and change orders, inspection oversight, and project closeout support. Amendment No. 1 added funding for expanded testing, inspection, and construction management services associated with project conditions and the extended construction period.

Amendment No. 2 applies only to the March through June 2026 services and does not authorize a future scope.

The amendment recitals identify project conditions that extended the construction period. Approval addresses Vertex's compensation only; allocation of any delay-related construction costs remains part of project closeout.

Vertex's revised invoices document deferred charges of $8,845.50 for March, $15,211.75 for April, $13,450.75 for May, and $14,457.00 for June, totaling $51,965. The City and agreed Vertex agreed to reduce each month's deferred charge by 50 percent and charged no additional amount for July. Invoice OPM 095074-28 consolidates the resulting amount due of $25,982.50.

Invoice OPM 095074-28 shows $651,278.75 previously invoiced under the existing $657,200 maximum, leaving $5,921.25. Payment of the $25,982.50 invoice would exceed the existing maximum by $20,061.25. The invoice remains unpaid. Amendment No. 2 would increase the agreement maximum to $683,182.50 and provide the additional authority required before payment.

STRATEGIC PLAN RELATIONSHIP
Approval of this item supports Strategy IG 1.3, Library Renovation, Infrastructure, and Growth Management, by supporting responsible completion and contract administration for a key community facility.

ENVIRONMENTAL ANALYSIS
CEQA Project, exempt under: 14 CCR 15061(b)(3)- common sense exemption, because it can be seen with certainty that there is no possibility that the activity may have a significant effect on the environment

FISCAL IMPACT
The original agreement was authorized up to $532,000. Amendment No. 1 added $125,200, increasing total authority to $657,200. Amendment No. 2 would add $25,982.50, representing 50 percent of the $51,965 in additional March through June 2026 services documented by Vertex, and would increase the agreement's total notto-exceed amount to $683,182.50.

The $25,982.50 amendment amount is available within the approved Library Remodel and Construction Expansion Project budget and is committed to project budget line 10.60, OPM - Closeout. The expenditure will be charged to GL account 29007.90000.56010. No additional appropriation is required.

The July 31, 2026 project budget report includes this amendment as a commitment and projects a final cost of $13,590,484 against a total project budget of $13,811,103, or $220,619 under budget. The Owner’s Project Hard Cost Contingency balance is $320,542.63. Identified funding sources total $13,784,210, resulting in projected savings of $193,726 relative to those sources.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. 2nd Amendment to Vertex PSA.pdf

2. Attachment-2-Vertex-Invoices-095074-24-to-27-REDACTED.pdf

3. Attachment-3-Vertex-Invoice-095074-28-REDACTED.pdf
431658.1

SECOND AMENDMENT TO

PROFESSIONAL SERVICES AGREEMENT

FOR CONSULTANT SERVICES
This Second Amendment to Professional Services Agreement for Consultant Services (“Amendment”) is entered into by and between the City of Sierra Madre, a California municipal corporation (“City”), and The Vertex Companies, LLC., a California Corporation (“Consultant”), (collectively, “Parties”).

RECITALS
A. On March 12, 2024, the City entered into a Professional Services Agreement with Consultant to provide the City with construction management services for the Library Construction Project, including construction management oversite and inspection services including sub-contracting for inspection services (“Agreement”).

B. As the Library Construction Project progressed, unforeseen conditions, Owner changes and contractor errors extended the duration of construction. Vertex provided extended construction administration services during March, April, May, and June 2026 on an hourly basis. This Amendment is the agreed upon value of those additional services as documented in Attachment A.

C. The parties desire to amend this Agreement to include this additional work and to increase the compensation authorized under the Agreement

AMENDMENTS
I. AMENDMENT: Section 3.4 (Maximum Amount) of Section 3 (Definitions) of the Agreement is amended to read as follows, with underlined text denoting additions and struck-through text denoting deletions:

Section 3.4 “Maximum Amount”: The highest total compensation and costs payable to Consultant by City under this Agreement. The Maximum Amount under this Agreement is $683,182.50.

II. Release of Parties and Waiver of Claims. Each Party hereby forever releases and fully discharges the other Party and their respective predecessors, successors, assigns, related entities, insurers, sureties, employees, officers, directors, board members, shareholders, and attorneys from, and relinquishes, extinguishes and waives, as to such parties, any and all claims, disputes, demands, liabilities, controversies, causes of action, bond claims, stop payment notices in their entirety (per Civil Code section 8128), damages, costs, expenses, attorneys’ fees, and consultants’ fees, of any kind or nature, whether legal or equitable, in tort or in contract, actual or contingent, latent or patent, known or unknown, asserted or unasserted, that they ever had, now have, or may have which in any way arise out of or relate, directly or indirectly, to the Disputes, the Construction Contract, the Contractor Claim, and/or the Library Construction Project (the “Released Parties and Waived Claims”).

III. Waiver of Civil Code Section 1542. As part of the consideration for the releases, waivers and promises contained in this Agreement, the Parties and each of their respective predecessors, 431658.1
successors, assigns, related entities, employees, officers, directors, board members and shareholders acknowledge that each may have claims against the other, including claims for damages, that are presently unknown and that the releases and waivers contained in this Agreement are intended to, and will, fully, finally and forever discharge all claims, whether now asserted or unasserted, known or unknown, arising out of or related to the Library Construction Project.

Except as set forth elsewhere in this agreement, the parties expressly understand and agree to waive the provisions of, and all rights and benefits afforded by, California Civil Code section 1542, which provides in full as follows:
“A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS THAT THE

CREDITOR OR RELEASING PARTY DOES NOT KNOW OR SUSPECT TO EXIST

IN HIS OR HER FAVOR AT THE TIME OF EXECUTING THE RELEASE AND

THAT, IF KNOWN BY HIM OR HER, WOULD HAVE MATERIALLY AFFECTED HIS OR HER SETTLEMENT WITH THE DEBTOR OR RELEASED PARTY.” In furtherance of the intent expressed above, the Parties agree that the releases and agreements given herein shall remain in effect as full and complete release of such matters notwithstanding the discovery or existence of additional claims or facts related thereto.

IV. INTEGRATION: This Amendment amends the Agreement and, except as specifically amended hereby, the Agreement shall remain in full force and effect.

V. SEVERABILITY: If any provision of this Amendment is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force and effect.
431658.1
IN WITNESS WHEREOF, this Amendment shall be executed by the representatives of the Parties authorized to do so and shall take effect upon the dates set forth below. “City”
City of Sierra Madre
By:_______________________
Michael Bruckner
City Manager
Date: _____________________
“Contractor”
The Vertex Companies, LLC.

By:

Bryan Jarvis
Managing Director
Date:

Attest:

By:_______________________
Laura Aguilar, City Clerk
Date: _____________________
Approved as to form:

By:_______________________
Aleks R. Giragosian, City Attorney
Date: _____________________
James Carlson Date 3/31/2026
The City of Sierra Madre Number OPM 095074-24
232 West Sierra Madre Boulevard Due Now $9,021.75
Sierra Madre, CA 91024
OPM Professional Services 3/1 - 3/31/2026
Hours Rate Ext
Project Executive 9.00 $245 2,205.00
Project Manager 85.00 $175 14,875.00
Manager - Project Accounting 3.75 $175 656.25
Acct/Admin 1.00 $131 131.00
Amount invoiced has been reduced to reflect remaining balance for Base Services Amount Earned 17,867.25
Amount Earned not Invoiced 8,845.50
Total Amount Due for this invoice $9,021.75
New remittance instructions:

Please reference Vertex Project No. & Invoice No. on all remittance.

Remit Payments to: The Vertex Companies, LLC. P.O. Box 23264, New York, NY 10087-5134 Please note that payments made by credit card will include an additional fee of 3%. Tax ID #:

Billing Summary
Bud Code Contract Prev. Invoiced This Invoice Total Invoiced Remaining Description / Phase
Base Services:

Pre-Construction 10.30 84,000.00 84,000.00 - 84,000.00 - Bidding 10.40 56,000.00 56,000.00 - 56,000.00 -
Construction 10.50 336,000.00 336,000.00 - 336,000.00 - Close-out, including extension per AM01 10.60 86,000.00 76,978.25 9,021.75 86,000.00 - Extra Services:

Testing & Inspec Svcs (Twining) per AM01 23.10 95,200.00 89,278.75 89,278.75 5,921.25 Totals 642,257.00 657,200.00 9,021.75 651,278.75 5,921.25 Statement of Unpaid Invoices as of the Issuance of this Invoice:

Invoice $Amount Period Covered
095074-19 $52,865.50 10/1 - 10/31/2025
095074-20 $17,406.00 11/1 - 11/30/2025
095074-21 $15,784.75 12/1 - 12/31/2025
095074-22 $15,736.50 01/1 - 01/31/2026
095074-23 $11,882.25 02/1 - 02/28/2026
Total $113,675.00
The Vertex Companies, LLC
30 Braintree Hill Office Park, Suite 301
Braintree, MA 02184
781-952-6000

INVOICE FOR OPM SERVICES

SIERRA MADRE LIBRARY REMODEL

SIERRA MADRE, CA
ACH/Wire remittance details redacted
[redacted]
James Carlson Date 4/30/2026
The City of Sierra Madre Number OPM 095074-25
232 West Sierra Madre Boulevard Due Now $0.00
Sierra Madre, CA 91024
OPM Professional Services 4/1 - 4/30/2026
Hours Rate Ext
Project Executive 12.00 $245 2,940.00
Project Manager 65.50 $175 11,462.50
Manager - Project Accounting 4.25 $175 743.75
Acct/Admin 0.50 $131 65.50
Amount invoiced has been reduced to reflect remaining balance for Base Services Amount Earned this month 15,211.75
Amount Earned not Invoiced to Date 24,057.25
Total Amount Due for this invoice $0.00
New remittance instructions:

Please reference Vertex Project No. & Invoice No. on all remittance.

Remit Payments to: The Vertex Companies, LLC. P.O. Box 23264, New York, NY 10087-5134 Please note that payments made by credit card will include an additional fee of 3%. Tax ID #:

Billing Summary
Bud Code Contract Prev. Invoiced This Invoice Total Invoiced Remaining Description / Phase
Base Services:

Pre-Construction 10.30 84,000.00 84,000.00 - 84,000.00 - Bidding 10.40 56,000.00 56,000.00 - 56,000.00 -
Construction 10.50 336,000.00 336,000.00 - 336,000.00 - Close-out, including extension per AM01 10.60 86,000.00 86,000.00 86,000.00 - Extra Services:

Testing & Inspec Svcs (Twining) per AM01 23.10 95,200.00 89,278.75 89,278.75 5,921.25 Totals 651,278.75 657,200.00 - 651,278.75 5,921.25
Statement of Unpaid Invoices as of the Issuance of this Invoice:

Invoice $Amount Period Covered
095074-19 $52,865.50 10/1 - 10/31/2025
095074-20 $17,406.00 11/1 - 11/30/2025
095074-21 $15,784.75 12/1 - 12/31/2025
095074-22 $15,736.50 01/1 - 01/31/2026
095074-23 $11,882.25 02/1 - 02/28/2026
095074-24 $9,021.75 03/1 - 03/30/2026
Total $122,696.75
The Vertex Companies, LLC
30 Braintree Hill Office Park, Suite 301
Braintree, MA 02184
781-952-6000

INVOICE FOR OPM SERVICES

SIERRA MADRE LIBRARY REMODEL

SIERRA MADRE, CA
ACH/Wire remittance details redacted
[redacted]
James Carlson Date 5/31/2026
The City of Sierra Madre Number OPM 095074-26
232 West Sierra Madre Boulevard Due Now $0.00
Sierra Madre, CA 91024
OPM Professional Services 5/1 - 5/31/2026
Hours Rate Ext
Project Executive 14.50 $245 3,552.50
Project Manager 50.00 $175 8,750.00
Manager - Project Accounting 6.00 $175 1,050.00
Acct/Admin 0.75 $131 98.25
Amount invoiced has been reduced to reflect remaining balance for Base Services Amount Earned this month 13,450.75
Amount Earned not Invoiced to Date 37,508.00
Total Amount Due for this invoice $0.00
New remittance instructions:

Please reference Vertex Project No. & Invoice No. on all remittance.

Remit Payments to: The Vertex Companies, LLC. P.O. Box 23264, New York, NY 10087-5134 Please note that payments made by credit card will include an additional fee of 3%. Tax ID #:

Billing Summary
Bud Code Contract Prev. Invoiced This Invoice Total Invoiced Remaining Description / Phase
Base Services:

Pre-Construction 10.30 84,000.00 84,000.00 - 84,000.00 - Bidding 10.40 56,000.00 56,000.00 - 56,000.00 -
Construction 10.50 336,000.00 336,000.00 - 336,000.00 - Close-out, including extension per AM01 10.60 86,000.00 86,000.00 86,000.00 - Extra Services:

Testing & Inspec Svcs (Twining) per AM01 23.10 95,200.00 89,278.75 89,278.75 5,921.25 Totals 651,278.75 657,200.00 - 651,278.75 5,921.25
The Vertex Companies, LLC
30 Braintree Hill Office Park, Suite 301
Braintree, MA 02184
781-952-6000

INVOICE FOR OPM SERVICES

SIERRA MADRE LIBRARY REMODEL

SIERRA MADRE, CA
ACH/Wire remittance details redacted
[redacted]
James Carlson Date 6/30/2026
The City of Sierra Madre Number OPM 095074-27
232 West Sierra Madre Boulevard Due Now $0.00
Sierra Madre, CA 91024
OPM Professional Services 6/1 - 6/30/2026
Hours Rate Ext
Project Executive 14.50 $245 3,552.50
Project Manager 55.00 $175 9,625.00
Manager - Project Accounting 6.75 $175 1,181.25
Acct/Admin 0.75 $131 98.25
Amount invoiced has been reduced to reflect remaining balance for Base Services Amount Earned this month 14,457.00
Amount Earned not Invoiced to Date 51,965.00
Total Amount Due for this invoice $0.00
New remittance instructions:

Please reference Vertex Project No. & Invoice No. on all remittance. OPM 095074-27 Remit Payments to: The Vertex Companies, LLC. P.O. Box 23264, New York, NY 10087-5134 Please note that payments made by credit card will include an additional fee of 3%. Tax ID #:

Billing Summary
Bud Code Contract Prev. Invoiced This Invoice Total Invoiced Remaining Description / Phase
Base Services:

Pre-Construction 10.30 84,000.00 84,000.00 - 84,000.00 - Bidding 10.40 56,000.00 56,000.00 - 56,000.00 -
Construction 10.50 336,000.00 336,000.00 - 336,000.00 - Close-out, including extension per AM01 10.60 86,000.00 86,000.00 86,000.00 - Extra Services:

Testing & Inspec Svcs (Twining) per AM01 23.10 95,200.00 89,278.75 89,278.75 5,921.25 Totals 651,278.75 657,200.00 - 651,278.75 5,921.25
The Vertex Companies, LLC
30 Braintree Hill Office Park, Suite 301
Braintree, MA 02184
781-952-6000

INVOICE FOR OPM SERVICES

SIERRA MADRE LIBRARY REMODEL

SIERRA MADRE, CA
ACH/Wire remittance details redacted
[redacted]
James Carlson Date 7/31/2026
The City of Sierra Madre Number OPM 095074-28
232 West Sierra Madre Boulevard Due Now $25,982.50
Sierra Madre, CA 91024
OPM Professional Services Deferred amounts earned between March 1 and July 31, 2026 at 50% Service
Month
Amount
Earned, not
Invoiced Discount Amount Due
Mar-26 8,845.50 50% 4,422.75
Apr-26 15,211.75 50% 7,605.88
May-26 13,450.75 50% 6,725.38
Jun-26 14,457.00 50% 7,228.50
Jul-26 no charge 100% -
25,982.50
Total Amount Due for this invoice $25,982.50
New remittance instructions:

Please reference Vertex Project No. & Invoice No. on all remittance. OPM 095074-28 Remit Payments to: The Vertex Companies, LLC. P.O. Box 23264, New York, NY 10087-5134 Please note that payments made by credit card will include an additional fee of 3%. Tax ID #:

Billing Summary
Bud Code Contract Prev. Invoiced This Invoice Total Invoiced Remaining Description / Phase
Base Services:

Pre-Construction 10.30 84,000.00 84,000.00 - 84,000.00 - Bidding 10.40 56,000.00 56,000.00 - 56,000.00 -
Construction 10.50 336,000.00 336,000.00 - 336,000.00 - Close-out, including extension per AM01, AM02 10.60 111,982.50 86,000.00 25,982.50 111,982.50 - Extra Services:

Testing & Inspec Svcs (Twining) per AM01 23.10 95,200.00 89,278.75 89,278.75 5,921.25 Totals 651,278.75 683,182.50 25,982.50 677,261.25 5,921.25 The Vertex Companies, LLC
30 Braintree Hill Office Park, Suite 301
Braintree, MA 02184
781-952-6000

INVOICE FOR OPM SERVICES

SIERRA MADRE LIBRARY REMODEL

SIERRA MADRE, CA
VIP pg# 2
ACH/Wire remittance details redacted
[redacted]

CITY OF
SIERRA
MADRE

STAFF REPORT

PUBLIC WORKS SERVICES
DATE: August 25, 2026
TO: Honorable Mayor and City Council
FROM: Brian Dickinson, Director of Public Works
By: Eric Lozick, Management Analyst
SUBJECT:

Acceptance of the Library Remodel and Construction Expansion Project and Authorization to Record a Notice of Completion

RECOMMENDATION
It is recommended that the City Council take the following actions:

1. Accept the work performed by AMG & Associates, Inc. for the Library Remodel and Construction Expansion Project, Project No. FC82306, as complete, effective August 25, 2026.

2. Authorize the City Clerk to execute and record the Notice of Completion with the Los Angeles County Recorder within 15 days after acceptance.

SUMMARY
On September 24, 2024, the City Council awarded a construction contract to AMG & Associates, Inc. for the Library Remodel and Construction Expansion Project. The authorized not-to-exceed amount was $10,547,000, consisting of the $9,542,000 base bid, $45,000 for Bid Alternate No. 2, and a $960,000 contingency.

The project renovated and expanded the City Public Library at 440 West Sierra Madre Boulevard. The work included structural, accessibility, interior, building-system, and site improvements, together with the monument sign authorized as Bid Alternate No. 2. The renovated Library reopened to the public on June 6, 2026.

The contracted work is presented for formal acceptance on August 25, 2026. Under California Civil Code section 9200, completion of a public work occurs upon acceptance by the public entity. City Council acceptance will establish August 25, 2026 as the completion date stated in the Notice of Completion.

DISCUSSION & ANALYSIS
The construction contract is dated September 24, 2024. The Council award authorized a $9,542,000 base bid, the $45,000 monument sign alternate, and a $960,000 contingency. Resolution No. 24-58 transferred $1,800,000 from General Fund reserves to the Targeted State Grants-Library account to complete project funding.

Since the Library reopened, AMG & Associates, Inc., Vertex Project Management, TSK architects, and City staff have continued project closeout and financial reconciliation. Vertex's July 31, 2026 monthly vendor invoice package documents AMG Application for Payment No. 22, Change Orders Nos. 12 and 13, consultant closeout billing, the project budget report, the major contracts report, and the construction contingency log. The July package recommends AMG Application for Payment No. 22 in the amount of $642,413.69. It identifies Change Order No. 12 in the amount of $10,558.76 and Change Order No. 13 in the amount of $127,500.00, and reports a current AMG contract commitment subtotal of $10,225,157.37. The Vertex Companies July 31, 2026 Project Budget Status Report identifies a total project budget of $13,811,103 and a final project cost of $13,590,484, approximately $221,000 below budget.

California Civil Code section 9200 provides that completion of a public work occurs upon acceptance by the public entity. Civil Code section 9204 permits the City to record a Notice of Completion on or within 15 days after completion. City Council acceptance on August 25, 2026 will therefore establish the completion date for the Notice of Completion and authorize timely recordation. A city is not required to record a notice of completion when work is completed; however, recording a notice of completion protects a city by shortening the period in which stop payment notices may be filed.

Approval of the recommended actions will:

Formally accept the completed construction work effective August 25, 2026 Authorize timely recordation of the Notice of Completion Continue remaining payment, retention, and contract closeout through the City's established review process

STRATEGIC PLAN RELATIONSHIP
This item supports Strategy IG 1.3, Library Renovation, Infrastructure, and Growth Management, by completing the administrative closeout of a major community facility project.

ENVIRONMENTAL ANALYSIS
Not a CEQA Project under: 14 CCR 15378(b)(5)- organizational or administrative activities

FISCAL IMPACT
The City Council authorized a construction contract not to exceed $10,547,000, including the base bid, Bid Alternate No. 2, and contingency. Project funding included the California State Library Targeted Grant, the Building Forward Library Facilities Improvement Program grant with federal American Rescue Plan Act matching funds, and $1,800,000 transferred from General Fund fund balance under Resolution No. 24-58. Construction costs are charged to GL account 29007.90000.56010, and retention is tracked in GL account 29007.00000.23500.

Vertex’s July 31, 2026 package reports a final AMG contract amount of $10,225,157.37 and Application for Payment No. 22 in the amount of $642,413.69. Of that payment, $504,354.93 represents the release of retention.

The final construction contract amount remains within the Council-approved not-to-exceed amount of $10,547,000.

Application for Payment No. 22 and the associated retention release will be processed through the existing project accounts.

The Vertex Companies, LLC’s July 31, 2026 Project Budget Status Report identifies a total project budget of $13,811,103 and a final project cost of $13,590,484, approximately $221,000 below budget.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Library-Notice-of-Completion-Fillable-August-25-2026.pdf

2. Substantial Completion Entire - UNEX.pdf

3. The Vertex Companies, LLC, July 31, 2026 Monthly Vendor Invoice Package and Budget Update RECORDING REQUESTED BY:

City of Sierra Madre
AND WHEN RECORDED MAIL TO:

City of Sierra Madre
Attn: City Clerk
232 W. Sierra Madre Blvd.

Sierra Madre, CA 91024
No recording fee pursuant to Government Code section 27383.

SPACE ABOVE THIS LINE FOR RECORDER'S USE

NOTICE OF COMPLETION
Notice is hereby given pursuant to California Civil Code section 9204:

1. PUBLIC ENTITY / OWNER
Name: City of Sierra Madre
Address: 232 W. Sierra Madre Blvd., Sierra Madre, CA 91024 Interest: Owner in fee; public entity

2. DIRECT CONTRACTOR
Name: AMG & Associates, Inc.

Address: 26535 Summit Circle, Santa Clarita, CA 91350
Contract date: September 24, 2024

3. CONSTRUCTION LENDER None

4. WORK OF IMPROVEMENT
Project: Library Remodel and Construction Expansion Project, Project No. FC82306 Work: Remodel and expansion of the existing City Public Library Completion date: August 25, 2026

5. PROJECT SITE
Description: City Public Library
Address: 440 W. Sierra Madre Blvd., Sierra Madre, Los Angeles County, California 91024

6. PERSON GIVING NOTICE
City of Sierra Madre, 232 W. Sierra Madre Blvd., Sierra Madre, CA 91024 Relationship to parties: Owner / public entity

EXECUTION
Dated: CITY OF SIERRA MADRE
By:

Name:

Title: City Clerk

VERIFICATION
I, , declare that I am the City Clerk of the City of Sierra Madre and the declarant of the foregoing Notice of Completion; I have read the notice and know its contents; and the same is true of my own knowledge.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Executed on: at Sierra Madre, California.

Signature:

Monthly Vendor Invoice Package and Budget Update
from The Vertex Companies, LLC
Project: Sierra Madre Library Financial Period Ending: July 31, 2026 Approved by:

Bryan Jarvis
Sr. Managing Director
The Vertex Companies, LLC
To: James Carlson
Brian Dickinson
Jen Peterson
Leila Arciero
CC: Bryan Jarvis Vertex
Nathan Donsker Vertex

1 Please see attached Invoice Listing following this Memo – including budget line codes and descriptions – for invoices recommended for payment this period. Please include this schedule when handing off approved invoices to the City Council for payment.
 As we continue to reconcile what has already been paid by the City, please review all new invoices recommended for payment in this package and confirm that these invoices have not yet been paid before processing for future payment.
2 New Commitments and Budget Transfers:
a) AMG Change Order 12 – has been posted in the amount of $10,558.76 to budget line 40.20 Base Construction, requiring a budget transfer in the same amount from budget line 80.00 Owners Project Hard Cost Contingency.
b) AMG Change Order 13 – has been posted in the amount of $127,500.00 to budget line 40.20 Base Construction, requiring a budget transfer in the same amount from budget line 80.00 Owners Project Hard Cost Contingency.
c) Vertex Amendment 2 – has been committed in the amount of $25,982.50 to budget line 10.60 OPM - Closeout.
3 Reconciliation of Vertex Expenditures to the Owner:

Vertex will reconcile our budget to the Owner’s accounting on a regular basis. The reconciliation process is performed more quickly if a separate report can be sent in an Excel file format. Please send a report each month of (a) Expenditures Paid by Vendor Project-to-Date and, (b) if reconciliation of commitments is desired by the Building Committee, PO’s by Vendor to [email protected].

On 12-4-25, we received an Excel file named LIBRARY WORKFILE 12.04.2025 EMAIL TO VERTEX listing invoices totaling $8,251,178.35. After reconciling the invoices listed in this file with what we have been tracking and recommending in our monthly Vendor Invoice Packages, we posted an additional $203,337.05 in previouslypaid/processed costs. These additional costs are not listed in the City’s “VIP PAYMENT INFO” spreadsheet.

Monthly Vendor Invoice Package and Budget Update
from The Vertex Companies, LLC
Project: Sierra Madre Library Financial Period Ending: July 31, 2026 On 7-7-26, we received an Excel file named VIP PAYMENT INFO from Jen Peterson listing City Payment Dates and City Check numbers related to invoices we recommended for payment in our m/e February 2025 VIP through m/e April 2026 VIPs. While no new additional costs were identified in the City’s spreadsheet, we note the following items:

Vendor Invoice
Per City’s
Spreadsheet Recommendation to the City
GEOCON West, Inc. 725110137 City Excel lists
amount to pay as
$8,997.50
Appears to be a transposition error - Correct
amount to pay is $9,887.50 as recommended
in VIP. Note payment is listed as Pending
GEOCON West, Inc.  724130163
 725110137
 725120140
 725090169
 725100112
 725130128
 726010109
 726020111
 726030131
Payments for
these invoices are
listed as “Pending”
Please provide payment information once
payments are made
Invoices recommended in our m/e April VIP Payments are
listed as
“Pending”
Please provide payment information once
payments are made
Invoices recommended in our m/e May VIP No payments are listed
Please provide payment information once
payments are made
4 Attachments:
page
a. Invoice Listing and Budget Codes 1
b. Invoice Copies 2-18
c. Project Budget Status Report 19-20
d. Major Contracts Report 21-22
e. Budget Transfers & Usage of Contingency 23
f. PCO Log
Sierra Madre Library
Expenditures 7/31/26 Any invoices in gray are assumed to have been processed for payment by the City 2 Post Pd Vendor Invoice No.

Invoice
Date
Invoice
Line
Budget
Code Short Budget Desc
Invoice Line
Amount
Total Invoice
Amount
2026.07PREVPAID Previously-Paid2026.07PREVPAID GEOCON West, Inc. 725060133 7/14/25 S 22.40 Geo-tech/Geo-Enviro (Design/Construction) 862.50 862.50 2026.07PREVPAID Regan Paving 35310 5/31/26 S 23.90 Misc. Project Costs 26,100.00 26,100.00 2026.07PREVPAID W M J Communications 2405 S 50.40 Computers and Technology 1,760.00 1,760.00 2026.07PREVPAID W M J Communications 2406 S 50.40 Computers and Technology 4,277.08 4,277.082026.07PREVPAID W M J Communications 2407 S 50.40 Computers and Technology 2,744.98 2,744.982026.07 Invoices Recommended for Payment in this VIP:2026.07 The Vertex Companies, LLC OPM 095074-28 5/31/26 S 10.60 OPM - Closeout 25,982.50 25,982.50 2026.07 tsk Architects 110374 7/21/26 1 30.60 A&E - Construction Administration 874.50 :
2026.07 tsk Architects 110374 7/21/26 2 30.70 A&E - Closeout 13,976.00 14,850.50 2026.07 KING OFFICE SUPPLY King KO-20630-6-004 6/24/26 S 22.80 Moving 22,081.50 22,081.502026.07 AMG APP 22 7/31/26 S 40.20 Base Construction 642,413.69 642,413.69 New expenditures recommended this period: 705,328.19 705,328.19 1 | 1
VIP pg#
1 James Carlson Date 7/31/2026
The City of Sierra Madre Number OPM 095074-28
232 West Sierra Madre Boulevard Due Now $25,982.50
Sierra Madre, CA 91024
OPM Professional Services Deferred amounts earned between March 1 and July 31, 2026 at 50% Service
Month
Amount
Earned, not
Invoiced Discount Amount Due
Mar-26 8,845.50 50% 4,422.75
Apr-26 15,211.75 50% 7,605.88
May-26 13,450.75 50% 6,725.38
Jun-26 14,457.00 50% 7,228.50
Jul-26 no charge 100% -
25,982.50
Total Amount Due for this invoice $25,982.50
New remittance instructions:

Please reference Vertex Project No. & Invoice No. on all remittance. OPM 095074-28 Remit Payments to: The Vertex Companies, LLC. P.O. Box 23264, New York, NY 10087-5134 ACH/Wire - J.P. Morgan 383 Madison Avenue, New York, NY 10179 Routing: 021000021 Account: 687093685 Please note that payments made by credit card will include an additional fee of 3%. Tax ID #: 20-3724403 Billing Summary
Bud Code Contract Prev. Invoiced This Invoice Total Invoiced Remaining Description / Phase
Base Services:

Pre-Construction 10.30 84,000.00 84,000.00 - 84,000.00 - Bidding 10.40 56,000.00 56,000.00 - 56,000.00 -
Construction 10.50 336,000.00 336,000.00 - 336,000.00 - Close-out, including extension per AM01, AM02 10.60 111,982.50 86,000.00 25,982.50 111,982.50 - Extra Services:

Testing & Inspec Svcs (Twining) per AM01 23.10 95,200.00 89,278.75 89,278.75 5,921.25 Totals 651,278.75 683,182.50 25,982.50 677,261.25 5,921.25 The Vertex Companies, LLC
30 Braintree Hill Office Park, Suite 301
Braintree, MA 02184
781-952-6000

INVOICE FOR OPM SERVICES

SIERRA MADRE LIBRARY REMODEL

SIERRA MADRE, CA
VIP pg# 2

City of Sierra Madre
232 W Sierra Madre Blvd
Sierra Madre, CA 91024
July 21, 2026
Invoice No: 110374
Due Date: August 20, 2026

Invoice Total $14,850.50
PO No.

Project B1282-01-01 City of Sierra Madre Library
Professional Services through July 31, 2026
Fee
Description
Contract
Amount
Percent
Complete
Total Billed
to Date
Prev. Billed
to Date
Billing This
Period
Pre-Design 74,449.00 100.00 74,449.00 74,449.00 0.00
Schematic Design 99,767.00 100.00 99,767.00 99,767.00 0.00 Design Development 172,095.00 100.00 172,095.00 172,095.00 0.00 Construction Documents 322,459.00 100.00 322,459.00 322,459.00 0.00 Permitting 36,404.00 100.00 36,404.00 36,404.00 0.00
Bidding 13,701.00 100.00 13,701.00 13,701.00 0.00
Construction Administration 174,900.00 100.00 174,900.00 174,025.50 874.50 Project Close Out 13,976.00 100.00 13,976.00 0.00 13,976.00 Total Fee 907,751.00 907,751.00 892,900.50 14,850.50
Total Fee 14,850.50
Billing Limits Current Prior To-Date
Consultant 0.00 5,020.00 5,020.00
Limit 5,020.00
Invoice Total $14,850.50
Outstanding Invoices
Number Date Balance
108311 4/2/2026 2,623.50
108869 5/5/2026 874.50
109494 6/4/2026 874.50
Total 4,372.50
Total Now Due $19,223.00
VIP pg# 3
Invoice Number:

City of Sierra Madre Invoice Date:

Attn: Laura Aguilar Order Number:
[email protected] Reference:

Customer Number:

From

SIERRA MADRE, CA
Service
Code Hours/Weeks/Units Each Extended Quantity
Charges &
Credits
5/5- SIERRA MADRE LIBRARY MOVE
313V2 8.00 16.00 65.00 HR 1,040.00
OIF 2.00 2.00 150.00 EA 300.00
313M15 8.00 120.00 40.00 HR 4,800.00
313F2 8.00 16.00 45.00 HR 720.00
OIRP2 7.00 14.00 45.00 HR 630.00
313V1 8.00 8.00 65.00 HR 520.00
OIF 1.00 1.00 150.00 EA 150.00
313M6 8.00 48.00 40.00 HR 1,920.00
313F1 8.00 8.00 45.00 HR 360.00
313V4 9.00 36.00 65.00 HR 2,340.00
OIF 1.00 1.00 150.00 EA 150.00
313M8 9.00 72.00 40.00 HR 2,880.00
313f1 9.00 9.00 45.00 HR 405.00
OIRP2 9.00 18.00 45.00 HR 810.00
313V1 7.00 7.00 65.00 HR 455.00
OIF 1.00 1.00 150.00 EA 150.00
313M8 7.00 56.00 40.00 HR 2,240.00
313F1 7.00 7.00 45.00 HR 315.00
OIRP2 7.00 14.00 45.00 HR 630.00
MOI 4.00 4.00 75.00 EA 300.00
1716 300.00 300.00 10.50 % 31.50
TCSD 1.00 1.00 165.00 EA 165.00
LIB50 1.00 50.00 10.00 WK 500.00
TCSP 1.00 1.00 190.00 EA 190.00
OIMG 1.00 1.00 80.00 EA 80.00
22,081.50

INVOICE

DUE UPON RECEIPT
13535 Larwin Circle
Santa Fe Springs CA 90670
(562)921-0555 Fax (562)404-7880
To Salesmen
4098
Rate
TOTAL
06/24/26
KO-20630-6
KL8217
Shipper

SIERRA MADRE LIBRARY
Description
2 Trucks & Drivers
Fuel Surcharge
15 Movers
2 Foremen
2 Installers
5/6- CONTINUE
1 Truck & Driver
Fuel Surcharge
6 Movers
1 Foremen
5/18- ARCHIVE MOVE
4 Trucks & Drivers
Fuel Surcharge
8 Movers
1 Foremen
2 Installers
5/19- CONTINUE
1 Truck & Driver
Fuel Surcharge
Installer Parts
8 Movers
1 Foremen
2 Installers
Delivery
50 Library Carts
Pick Up
KO-20630-6-004
Shrink Wrap
LA CO Sales Tax on Material

VIP pg# 4
APPLICATION AND CERTIFICATE FOR PAYMENT AIA DOCUMENT G702 TO OWNER: PROJECT: APPLICATION NO.: 22 - Retention Distribution to:

City of Sierra Madre Sierra Madre Library Redesign and Improvements APPLICATION DATE: July 31, 2026 X OWNER 232 W. Sierra Madre Blvd. 440 W. Sierra Madre Blvd. PERIOD: 07/01/2026 07/31/2026 (Retention) → X ARCHITECT Sierra Madre, CA 91024 Sierra Madre, CA 91024 X CONSTRUCTION MANAGER CONTRACT DATE: September 24, 2024 X CONTRACTOR
FROM CONTRACTOR: ARCHITECT: NOTICE TO PROCEED: November 4, 2024 AMG & Associates, Inc. TSK Architects AMG PROJECT NO.: 01-24-179 26535 Summit Circle 316 West 2nd St., Penthouse
Santa Clarita, CA 91350 Los Angeles, CA 90012 OWNER CONTRACT NO: FC82306 Application is made for Payment, as shown below, in conjunction with the Contract

CONTRACTOR'S APPLICATION FOR PAYMENT

1. ORIGINAL CONTRACT SUM.................................................... $ 9,587,000.00 CHANGE ORDER SUMMARY ADDITIONS DEDUCTIONS 2. Net change by Change Orders................................................... $ 638,157.37 $ 500,098.61 $ -

3. CONTRACT SUM TO DATE (Line 1±2).................. $ 10,225,157.37

4. TOTAL COMPLETED & STORED TO DATE............................... $ 10,225,157.37 (Column G on G703)
Total Approved this Month $ 138,058.76 $ -

5. RETAINAGE:
a. 0% of Completed Work $ 0.00
(Column D+E of G703)
Totals $ 638,157.37 $ - b. 0% of Stored Material $ 0.00 Net change by Change Orders $ 638,157.37 (Column F of G703) Total Retainage (Line 5a + 5b or
Total in Column I of G703)................................................ $ 0.00 The undersigned contractor certifies that to the best of the Contractor's Knowledge, 6. TOTAL EARNED LESS RETAINAGE........................................... $ 10,225,157.37 information and belief the Work covered by this Application for Payment has been (Line 4 less Line 5 Total) completed in accordance with the Contract Documents, that all amounts have been 7. LESS PREVIOUS CERTIFICATES FOR paid by the Contractor for Work for which previous Certificates for Payments were PAYMENT (Line 6 from prior certificate).................... $ 9,582,743.68 issued and payments received from the Owner, and that current payment shown 8. CURRENT PAYMENT DUE........................................................ $ 642,413.69 herein is now due. 9. BALANCE TO FINISH, PLUS RETAINAGE................................. $ 0.00 (Line 3 less Line 6)
State of: County of:

CONTRACTOR: AMG & Associates, Inc. OWNER: City of Sierra Madre Date: Notary Public:

By: ________________________________ My By:______________________________________________ Date:________________ Albert M. Giacomazzi, President Michael Bruckner, Acting Finance Director/City Manager AMOUNT CERTIFIED...................................................................... $ 642,413.69 ARCHITECT'S CERTIFICATE FOR PAYMENT (Attach explanation if amount certified differs from the amount applied for.) In accordance with the Contract Documents, based on on-site observations and the data comprising the above application, the Architect certifies to the Owner that to the best of the Architect's knowledge, information and belief the Work has progressed as By:_________________________________________________________________ Date:________________ indicated, the quality of the Work is in accordance with the Contract Documents, and Jonathan Richert TSK ARCHITECTS the Contractor is entitled to payment of the AMOUNT CERTIFIED.

This Certificate is not negotiable. The AMOUNT CERTIFIED is payable only to the By:_________________________________________________________________ Date:________________ Contractor named herein. Issuance, payment and acceptance of payment are without Brian Dickinson PUBLIC WORKS DIRECTOR prejudice to any rights of the Owner or Contractor under this Contract.

THIS IS A REPLICATION OF AIA DOCUMENT G702 • APPLICATION AND CERTIFICATE FOR PAYMENT • MAY 1983 EDITION • AIA® • © 1983 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON, D.C. 20006 G702-1983 Continuation Sheet, AIA Document G703, is attached.

Total Change Orders approved in
previous months by Owner:

VIP pg# 5
2 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
Sierra Madre Library Redesign and Improvements
1 General Conditions
2 A AMG Payment and Performance Bond $ 59,198.00 $ 59,198.00 $ - $ 59,198.00 100.0% $ - $ - 3 A AMG Builders Risk Insurance $ 87,000.00 $ 87,000.00 $ - $ 87,000.00 100.0% $ - $ - 4 A AMG General Insurance $ 95,870.00 $ 95,870.00 $ - $ 95,870.00 100.0% $ - $ - 5 Mobilization
6 A AMG Office Trailer Deliver and Set-Up $ 10,000.00 $ 10,000.00 $ - $ 10,000.00 100.0% $ - $ - 7 A AMG Temp Facilities/Delivery, Power, Fence, Signs, FEC's, First Aid, Supp $ 32,640.00 $ 32,640.00 $ - $ 32,640.00 100.0% $ - $ - 8 A AMG CPM Schedule Baseline $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 9 A AMG SWPPPs/BMP Install, Stabilized Entrance $ 23,750.00 $ 23,750.00 $ - $ 23,750.00 100.0% $ - $ - 10 Monthly Progress
11 A AMG CPM Schedule Updates $ 5,983.00 $ 5,983.00 $ - $ 5,983.00 100.0% $ - $ - 12 A AMG Temporary Facilities, 7.69% Monthly (Trailer Rental, Office Supplies, $ 159,981.00 $ 159,981.00 $ - $ 159,981.00 100.0% $ - $ - 13 A AMG Project Management, 7.69% Monthly (PIC, PX, PM, Superintendent, P $ 738,554.00 $ 738,554.00 $ - $ 738,554.00 100.0% $ - $ - 14 A AMG Waste Management, Dumpsters $ 27,554.00 $ 27,554.00 $ - $ 27,554.00 100.0% $ - $ - 15 A AMG General Labor and Clean Up $ 36,068.00 $ 36,068.00 $ - $ 36,068.00 100.0% $ - $ - 16 A AMG SWPPPS Maintenance $ 12,500.00 $ 12,500.00 $ - $ 12,500.00 100.0% $ - $ - 17 Close Out
18 A AMG Project Close-Out, O&M $ 10,000.00 $ 10,000.00 $ - $ 10,000.00 100.0% $ - $ - 19 A AMG Final Clean and Demobilize $ 2,874.00 $ 2,874.00 $ - $ 2,874.00 100.0% $ - $ - 20 A AMG Training and Demonstration $ 4,000.00 $ 4,000.00 $ - $ 4,000.00 100.0% $ - $ - 21 A AMG Final Cleaning Touch Up $ 2,874.00 $ 2,874.00 $ - $ 2,874.00 100.0% $ - $ - 22 Survey
23 A OPL Pre-Construction As-Built $ 3,200.00 $ 3,200.00 $ - $ 3,200.00 100.0% $ - $ - 24 A OPL Project Controls; Verify Horizontal & Vertical Controls. $ 4,200.00 $ 4,200.00 $ - $ 4,200.00 100.0% $ - $ - 25 A OPL Demo Saw-Cut; Staking for Demo/Saw-Cut Asphalt & Concrete. $ 3,100.00 $ 3,100.00 $ - $ 3,100.00 100.0% $ - $ - 26 A OPL Rough Grade; Rough Grade, Building Pad, Curbs and Slopes. $ 6,400.00 $ 6,400.00 $ - $ 6,400.00 100.0% $ - $ - 27 A OPL Domestic Waterline $ 3,100.00 $ 3,100.00 $ - $ 3,100.00 100.0% $ - $ - 28 A OPL Fire Waterline $ 5,200.00 $ 5,200.00 $ - $ 5,200.00 100.0% $ - $ - 29 A OPL Sewer $ 3,100.00 $ 3,100.00 $ - $ 3,100.00 100.0% $ - $ - 30 A OPL Storm Drain $ 7,500.00 $ 7,500.00 $ - $ 7,500.00 100.0% $ - $ - 31 A OPL Building Addition; Gridlines, Pad Cert., Blue Top & Certification. $ 4,200.00 $ 4,200.00 $ - $ 4,200.00 100.0% $ - $ - 32 A OPL Walls; Retaining Walls, Trash Enclosure. $ 4,200.00 $ 4,200.00 $ - $ 4,200.00 100.0% $ - $ - 33 A OPL Curbs $ 6,400.00 $ 6,400.00 $ - $ 6,400.00 100.0% $ - $ - 34 A OPL Concrete Flatwork $ 6,400.00 $ 6,400.00 $ - $ 6,400.00 100.0% $ - $ - 35 A OPL Parking Lot Lights $ 3,100.00 $ 3,100.00 $ - $ 3,100.00 100.0% $ - $ - 36 A OPL Post-Construction Certification As-Built $ 4,400.00 $ 4,400.00 $ - $ 4,400.00 100.0% $ - $ - 37 024100 Selective Demolition, Hazardous Material Abatement 38 A EAG Submittals $ 4,997.00 $ 4,997.00 $ - $ 4,997.00 100.0% $ - $ - VIP pg# 6
3 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
39 A EAG Mobilization $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 40 A EAG Abatement $ 47,000.00 $ 47,000.00 $ - $ 47,000.00 100.0% $ - $ - 41 A EAG Selective Demolition $ 234,000.00 $ 234,000.00 $ - $ 234,000.00 100.0% $ - $ - 42 A EAG Demobilization $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 43 A EAG Closeout $ 2,000.00 $ 2,000.00 $ - $ 2,000.00 100.0% $ - $ - 44 032000 Concrete Reinforcing
45 A NCR Library Addition $ 48,700.00 $ 48,700.00 $ - $ 48,700.00 100.0% $ - $ - 46 A NCR Site Work $ 39,200.00 $ 39,200.00 $ - $ 39,200.00 100.0% $ - $ - 47 A NCR Trash Enclosure $ 6,000.00 $ 6,000.00 $ - $ 6,000.00 100.0% $ - $ - 48 A NCR Monument Sign $ 3,000.00 $ 3,000.00 $ - $ 3,000.00 100.0% $ - $ - 49 A NCR Deck Hoisting $ 4,800.00 $ 4,800.00 $ - $ 4,800.00 100.0% $ - $ - 50 033511 - 096720 Concrete Floor Finishes, Resinous Flooring System 51 Sealed Concrete
52 A DIV Sealed Concrete Material $ 1,000.00 $ 1,000.00 $ - $ 1,000.00 100.0% $ - $ - 53 A DIV Sealed Concrete Labor $ 2,800.00 $ 2,800.00 $ - $ 2,800.00 100.0% $ - $ - 54 Resinous Flooring
55 A DIV Resinous Flooring w/ Cove Material $ 4,852.00 $ 4,852.00 $ - $ 4,852.00 100.0% $ - $ - 56 A DIV Resinous Flooring w/ Cove Labor $ 14,554.00 $ 14,554.00 $ - $ 14,554.00 100.0% $ - $ - 57 042100 Clay Masonry Units
58 A ATB Submittals $ 4,500.00 $ 4,500.00 $ - $ 4,500.00 100.0% $ - $ - 59 A ATB Material Procurement $ 36,500.00 $ 36,500.00 $ - $ 36,500.00 100.0% $ - $ - 60 Existing Brick
61 A ATB Clean Existing Brick $ 3,400.00 $ 3,400.00 $ - $ 3,400.00 100.0% $ - $ - 62 Brick Installation
63 A ATB East $ 20,350.00 $ 20,350.00 $ - $ 20,350.00 100.0% $ - $ - 64 A ATB South $ 18,750.00 $ 18,750.00 $ - $ 18,750.00 100.0% $ - $ - 65 A ATB West $ 19,850.00 $ 19,850.00 $ - $ 19,850.00 100.0% $ - $ - 66 A ATB Sign $ 1,150.00 $ 1,150.00 $ - $ 1,150.00 100.0% $ - $ - 67 051200 - 057300 Structural Steel Framing, Welding, Steel Decking, Metal Fabrications, Metal Stairs, Metal Ladders, Pipe and Tube Railings, Decorative Metal Railings 68 A AMW Shop Drawings $ 24,028.00 $ 24,028.00 $ - $ 24,028.00 100.0% $ - $ - 69 A AMW Structural Steel $ 123,440.00 $ 123,440.00 $ - $ 123,440.00 100.0% $ - $ - 70 A AMW Staircase $ 46,905.00 $ 46,905.00 $ - $ 46,905.00 100.0% $ - $ - 71 A AMW Cable Railing $ 62,280.00 $ 62,280.00 $ - $ 62,280.00 100.0% $ - $ - 72 A AMW Exterior Guardrailing $ 16,505.00 $ 16,505.00 $ - $ 16,505.00 100.0% $ - $ - 73 A AMW Decking $ 62,905.00 $ 62,905.00 $ - $ 62,905.00 100.0% $ - $ - 74 A AMW Trash Enclosure Doors $ 5,705.00 $ 5,705.00 $ - $ 5,705.00 100.0% $ - $ - 75 A AMW Fabrication $ 37,588.00 $ 37,588.00 $ - $ 37,588.00 100.0% $ - $ - 76 A AMW Structural Steel & Decking Installation $ 50,777.00 $ 50,777.00 $ - $ 50,777.00 100.0% $ - $ - 77 A AMW Staircase Installation $ 25,388.00 $ 25,388.00 $ - $ 25,388.00 100.0% $ - $ - VIP pg# 7
4 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
78 A AMW Misc. Metal Installation $ 8,463.00 $ 8,463.00 $ - $ 8,463.00 100.0% $ - $ - 79 A AMW Equipment $ 38,328.00 $ 38,328.00 $ - $ 38,328.00 100.0% $ - $ - 80 A AMW Profit & Overhead $ 40,219.00 $ 40,219.00 $ - $ 40,219.00 100.0% $ - $ - 81 054000 - 092400 Structural Cold-Formed Metal Framing, Weather Barriers, Gypsum Board Assemblies, Non Structural Metal Framing, Lath, Cement Plastering 82 A SCH Submittals/Textura $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 83 Interior & Exterior Framing
84 A SCH Metal stud Materials $ 79,000.00 $ 79,000.00 $ - $ 79,000.00 100.0% $ - $ - 85 A SCH Exterior framing Labor $ 85,000.00 $ 85,000.00 $ - $ 85,000.00 100.0% $ - $ - 86 A SCH Interior framing Labor $ 135,000.00 $ 135,000.00 $ - $ 135,000.00 100.0% $ - $ - 87 A SCH Scaffold up Labor $ 15,000.00 $ 15,000.00 $ - $ 15,000.00 100.0% $ - $ - 88 A SCH Scaffold down Labor $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 89 Exterior Sheating and Lath
90 A SCH Exterior Sheathing and Lath Materials $ 60,000.00 $ 60,000.00 $ - $ 60,000.00 100.0% $ - $ - 91 A SCH Exterior Sheathing and Lath Labor $ 85,000.00 $ 85,000.00 $ - $ 85,000.00 100.0% $ - $ - 92 Fiber Cement Panels
93 A SCH Fiber Cement Panels Materials $ 10,000.00 $ 10,000.00 $ - $ 10,000.00 100.0% $ - $ - 94 A SCH Fiber Cement Labor $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 95 Plaster
96 A SCH Plaster Materials $ 30,000.00 $ 30,000.00 $ - $ 30,000.00 100.0% $ - $ - 97 A SCH Plaster Labor $ 41,000.00 $ 41,000.00 $ - $ 41,000.00 100.0% $ - $ - 98 Drywall & Tape
99 A SCH Drywall and Tape Materials $ 75,000.00 $ 75,000.00 $ - $ 75,000.00 100.0% $ - $ - 100 A SCH Drywall 1 Side Labor $ 50,000.00 $ 50,000.00 $ - $ 50,000.00 100.0% $ - $ - 101 A SCH Drywall 2 Side plus Ceiling Labor $ 30,000.00 $ 30,000.00 $ - $ 30,000.00 100.0% $ - $ - 102 064100 - 066116 Architectural Wood Casework, Solid Surfacing Fabrications 103 A INE Shop drawing $ 2,532.00 $ 2,532.00 $ - $ 2,532.00 100.0% $ - $ - 104 A INE Circulation Desk $ 16,957.00 $ 16,957.00 $ - $ 16,957.00 100.0% $ - $ - 105 A INE Break Room Kitchenette $ 6,354.00 $ 6,354.00 $ - $ 6,354.00 100.0% $ - $ - 106 A INE Meeting Room Kitchenette $ 4,104.00 $ 4,104.00 $ - $ 4,104.00 100.0% $ - $ - 107 A INE Prep Closet Station $ 2,736.00 $ 2,736.00 $ - $ 2,736.00 100.0% $ - $ - 108 A INE Staff RR 206 $ 1,755.00 $ 1,755.00 $ - $ 1,755.00 100.0% $ - $ - 109 A INE Men's 211 $ 2,106.00 $ 2,106.00 $ - $ 2,106.00 100.0% $ - $ - 110 A INE Women's 212 $ 2,106.00 $ 2,106.00 $ - $ 2,106.00 100.0% $ - $ - 111 A INE Wood Caps $ 8,000.00 $ 8,000.00 $ - $ 8,000.00 100.0% $ - $ - 112 070150.19 - 075419 Preparations for Re-Roofing, Polyvinyl-Chloride Roofing 113 A RWR Submittals $ 4,187.00 $ 4,187.00 $ - $ 4,187.00 100.0% $ - $ - 114 A RWR Mobilization $ 10,467.00 $ 10,467.00 $ - $ 10,467.00 100.0% $ - $ - 115 A RWR Roofing Material $ 102,036.00 $ 102,036.00 $ - $ 102,036.00 100.0% $ - $ - 116 A RWR Roofing Labor $ 73,025.00 $ 73,025.00 $ - $ 73,025.00 100.0% $ - $ - VIP pg# 8
5 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
117 071300 Sheet Waterproofing
118 Site Waterproofing
119 A PAC Site Waterproofing Labor $ 4,568.00 $ 4,568.00 $ - $ 4,568.00 100.0% $ - $ - 120 A PAC Site Waterproofing Material $ 1,957.00 $ 1,957.00 $ - $ 1,957.00 100.0% $ - $ - 121 Building Waterproofing
122 A PAC Building Waterproofing Labor $ 7,452.00 $ 7,452.00 $ - $ 7,452.00 100.0% $ - $ - 123 A PAC Building Waterproofing Material $ 3,194.00 $ 3,194.00 $ - $ 3,194.00 100.0% $ - $ - 124 072100 Building Insulation
125 Building Insulation
126 A TTC Roof Area $ 23,743.00 $ 23,743.00 $ - $ 23,743.00 100.0% $ - $ - 127 A TTC Exterior Walls $ 8,895.00 $ 8,895.00 $ - $ 8,895.00 100.0% $ - $ - 128 A TTC Interior Walls $ 7,120.00 $ 7,120.00 $ - $ 7,120.00 100.0% $ - $ - 129 076200 - 077200 Sheet Metal Flashing and Trim, Roof Accessories 130 A VAL Shop Drawings $ 3,256.00 $ 3,256.00 $ - $ 3,256.00 100.0% $ - $ - 131 Sheet Metal Flashing & Trim
132 A VAL Material $ 51,450.00 $ 51,450.00 $ - $ 51,450.00 100.0% $ - $ - 133 A VAL Labor $ 34,961.00 $ 34,961.00 $ - $ 34,961.00 100.0% $ - $ - 134 Roof Accessories
135 A VAL Material $ 2,810.00 $ 2,810.00 $ - $ 2,810.00 100.0% $ - $ - 136 A VAL Labor $ 1,470.00 $ 1,470.00 $ - $ 1,470.00 100.0% $ - $ - 137 079200 Joint Sealants
138 A AMG Joint Sealants $ 20,000.00 $ 20,000.00 $ - $ 20,000.00 100.0% $ - $ - 139 081113 - 087100 Hollow Metal Doors and Frames, Flush Wood Doors, Door Hardware 140 A COA Submittals $ 3,233.00 $ 3,233.00 $ - $ 3,233.00 100.0% $ - $ - 141 A COA Hollow Metal Frames $ 12,523.00 $ 12,523.00 $ - $ 12,523.00 100.0% $ - $ - 142 A COA Hollow Metal Doors $ 8,040.00 $ 8,040.00 $ - $ 8,040.00 100.0% $ - $ - 143 A COA Wood Doors $ 11,176.00 $ 11,176.00 $ - $ 11,176.00 100.0% $ - $ - 144 A COA Finish Hardware $ 24,715.00 $ 24,715.00 $ - $ 24,715.00 100.0% $ - $ - 145 A COA Installation $ 4,988.00 $ 4,988.00 $ - $ 4,988.00 100.0% $ - $ - 146 084313 - 088000 Aluminum Entrances and Storefront Systems, Glazing 147 A PLA General Cond./Proj. Mgt $ 15,000.00 $ 15,000.00 $ - $ 15,000.00 100.0% $ - $ - 148 A PLA Submittals/Shop Drawings $ 15,000.00 $ 15,000.00 $ - $ 15,000.00 100.0% $ - $ - 149 Storefront and Glass
150 A PLA Exterior Storefront and Glass Material $ 62,000.00 $ 62,000.00 $ - $ 62,000.00 100.0% $ - $ - 151 A PLA Exterior Storefront and Glass Labor $ 13,000.00 $ 13,000.00 $ - $ 13,000.00 100.0% $ - $ - 152 A PLA Interior Storefront and Glass Material $ 22,000.00 $ 22,000.00 $ - $ 22,000.00 100.0% $ - $ - 153 A PLA Interior Storefront and Glass Labor $ 3,000.00 $ 3,000.00 $ - $ 3,000.00 100.0% $ - $ - 154 Door and Hardware
155 A PLA Exterior Door and Hardware Material $ 32,000.00 $ 32,000.00 $ - $ 32,000.00 100.0% $ - $ - VIP pg# 9
6 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
156 A PLA Exterior Door And Hardware Labor $ 5,500.00 $ 5,500.00 $ - $ 5,500.00 100.0% $ - $ - 157 A PLA Interior Door and Hardware Material $ 32,000.00 $ 32,000.00 $ - $ 32,000.00 100.0% $ - $ - 158 A PLA Interior Door and Hardware Labor $ 5,500.00 $ 5,500.00 $ - $ 5,500.00 100.0% $ - $ - 159 Glass Only
160 A PLA Interior Glass Only Material Frames by Others $ 3,750.00 $ 3,750.00 $ - $ 3,750.00 100.0% $ - $ - 161 A PLA Interior Glass Only Labor Frames by Others $ 1,250.00 $ 1,250.00 $ - $ 1,250.00 100.0% $ - $ - 162 093000 Tiling
163 A CTI Submittals / Engineering / Procurement $ 7,302.00 $ 7,302.00 $ - $ 7,302.00 100.0% $ - $ - 164 A CTI Tiling Materials $ 18,369.00 $ 18,369.00 $ - $ 18,369.00 100.0% $ - $ - 165 A CTI Installation $ 44,306.00 $ 44,306.00 $ - $ 44,306.00 100.0% $ - $ - 166 095100 Acoustical Ceilings
167 A CGC Acoustical Ceiling Materials $ 86,425.00 $ 86,425.00 $ - $ 86,425.00 100.0% $ - $ - 168 A CGC Acoustical Ceiling Installation $ 57,900.00 $ 57,900.00 $ - $ 57,900.00 100.0% $ - $ - 169 096500 - 096813 Resilient Flooring, Wall Base and Accessories, Tile Carpeting 170 Wall Base
171 A PCF Wall Base Materials $ 1,774.00 $ 1,774.00 $ - $ 1,774.00 100.0% $ - $ - 172 A PCF Installation $ 2,606.00 $ 2,606.00 $ - $ 2,606.00 100.0% $ - $ - 173 Tile Carpeting
174 A PCF Tile Carpeting Materials $ 48,021.00 $ 48,021.00 $ - $ 48,021.00 100.0% $ - $ - 175 A PCF Installation $ 13,597.00 $ 13,597.00 $ - $ 13,597.00 100.0% $ - $ - 176 099113 - 099600 Exterior Painting, Interior Painting, Anti-Graffiti Coatings 177 Interior Painting
178 A PBU Labor $ 35,295.00 $ 35,295.00 $ - $ 35,295.00 100.0% $ - $ - 179 A PBU Material $ 19,005.00 $ 19,005.00 $ - $ 19,005.00 100.0% $ - $ - 180 Exterior Painting
181 A PBU Labor $ 18,165.00 $ 18,165.00 $ - $ 18,165.00 100.0% $ - $ - 182 A PBU Material $ 9,785.00 $ 9,785.00 $ - $ 9,785.00 100.0% $ - $ - 183 Anti-Graffiti Coating
184 A PBU Labor $ 6,175.00 $ 6,175.00 $ - $ 6,175.00 100.0% $ - $ - 185 A PBU Material $ 3,325.00 $ 3,325.00 $ - $ 3,325.00 100.0% $ - $ - 186 101400 Signage
187 A AMP Submittals $ 777.00 $ 777.00 $ - $ 777.00 100.0% $ - $ - 188 A AMP Address / Building ID $ 12,437.00 $ 12,437.00 $ - $ 12,437.00 100.0% $ - $ - 189 A AMP Typical Room ID $ 4,760.00 $ 4,760.00 $ - $ 4,760.00 100.0% $ - $ - 190 A AMP Exterior ISA Room ID $ 307.00 $ 307.00 $ - $ 307.00 100.0% $ - $ - 191 A AMP Tactile Exit $ 433.00 $ 433.00 $ - $ 433.00 100.0% $ - $ - 192 A AMP Non ISA Exit $ 305.00 $ 305.00 $ - $ 305.00 100.0% $ - $ - 193 A AMP Tactile Exit Route $ 1,831.00 $ 1,831.00 $ - $ 1,831.00 100.0% $ - $ - 194 A AMP Exit Stair / Ramp Down $ 493.00 $ 493.00 $ - $ 493.00 100.0% $ - $ - VIP pg# 10
7 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
195 A AMP Assistive Listening $ 1,042.00 $ 1,042.00 $ - $ 1,042.00 100.0% $ - $ - 196 A AMP Max Occupancy $ 601.00 $ 601.00 $ - $ 601.00 100.0% $ - $ - 197 A AMP Restroom Door $ 1,025.00 $ 1,025.00 $ - $ 1,025.00 100.0% $ - $ - 198 A AMP Restroom Wall $ 995.00 $ 995.00 $ - $ 995.00 100.0% $ - $ - 199 A AMP Monument Letters $ 13,825.00 $ 13,825.00 $ - $ 13,825.00 100.0% $ - $ - 200 102113.17 - 102800 Phenolic Toilet Compartments, Toilet Room Accessories 201 Toilet Accessories
202 A CBS Material $ 7,000.00 $ 7,000.00 $ - $ 7,000.00 100.0% $ - $ - 203 A CBS Labor $ 2,000.00 $ 2,000.00 $ - $ 2,000.00 100.0% $ - $ - 204 Toilet Partitions
205 A CBS Material $ 9,500.00 $ 9,500.00 $ - $ 9,500.00 100.0% $ - $ - 206 A CBS Labor $ 2,000.00 $ 2,000.00 $ - $ 2,000.00 100.0% $ - $ - 207 104400 Fire Protection Specialties
208 A AMG Fire Protection Specialties $ 2,725.00 $ 2,725.00 $ - $ 2,725.00 100.0% $ - $ - 209 118129 Facility Fall Protection
210 A AMG Fall Protection System $ 8,848.00 $ 8,848.00 $ - $ 8,848.00 100.0% $ - $ - 211 122400 Window Shades
212 A A1Q Submittals $ 1,000.00 $ 1,000.00 $ - $ 1,000.00 100.0% $ - $ - 213 A A1Q Manual Single Shades Materials $ 2,400.00 $ 2,400.00 $ - $ 2,400.00 100.0% $ - $ - 214 A A1Q Install Window Shades $ 800.00 $ 800.00 $ - $ 800.00 100.0% $ - $ - 215 A A1Q Close Out Procedure and Documents $ 500.00 $ 500.00 $ - $ 500.00 100.0% $ - $ - 216 142400 Hydraulic Elevator
217 A OEY Design, Engineering, Material Procurement (Due upon award) $ 40,640.00 $ 40,640.00 $ - $ 40,640.00 100.0% $ - $ - 218 A OEY HydroFit Cylinders Factory Material (Billed month before shipment) $ 10,160.00 $ 10,160.00 $ - $ 10,160.00 100.0% $ - $ - 219 A OEY Elevator Materials Delivery $ 30,560.00 $ 30,560.00 $ - $ 30,560.00 100.0% $ - $ - 220 A OEY Installation Labor $ 15,240.00 $ 15,240.00 $ - $ 15,240.00 100.0% $ - $ - 221 A OEY Pass Final State Inspection $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 222 211313 Fire-Suppression Sprinkler Systems
223 A JGT Design Drawings $ 7,000.00 $ 7,000.00 $ - $ 7,000.00 100.0% $ - $ - 224 A JGT Submittals $ 4,000.00 $ 4,000.00 $ - $ 4,000.00 100.0% $ - $ - 225 A JGT Design Coordination $ 7,000.00 $ 7,000.00 $ - $ 7,000.00 100.0% $ - $ - 226 Level 0
227 A JGT Material $ 26,000.00 $ 26,000.00 $ - $ 26,000.00 100.0% $ - $ - 228 A JGT Labor Rough In $ 26,000.00 $ 26,000.00 $ - $ 26,000.00 100.0% $ - $ - 229 A JGT Labor Finish $ 2,000.00 $ 2,000.00 $ - $ 2,000.00 100.0% $ - $ - 230 Level 1
231 A JGT Material $ 37,000.00 $ 37,000.00 $ - $ 37,000.00 100.0% $ - $ - 232 A JGT Labor Rough In $ 36,000.00 $ 36,000.00 $ - $ 36,000.00 100.0% $ - $ - 233 A JGT Labor Finish $ 3,000.00 $ 3,000.00 $ - $ 3,000.00 100.0% $ - $ - VIP pg# 11
8 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
234 238000 - 230923 HVAC, HVAC Instrumentation and Controls, Environmental Controls and EMS 235 A ACH Submittals $ 7,600.00 $ 7,600.00 $ - $ 7,600.00 100.0% $ - $ - 236 A ACH Controls Engineering $ 13,900.00 $ 13,900.00 $ - $ 13,900.00 100.0% $ - $ - 237 1st Floor
238 A ACH 1st Floor - Layout $ 8,500.00 $ 8,500.00 $ - $ 8,500.00 100.0% $ - $ - 239 A ACH 1st Floor - Rough $ 65,200.00 $ 65,200.00 $ - $ 65,200.00 100.0% $ - $ - 240 A ACH 1st Floor - Dx Piping $ 76,400.00 $ 76,400.00 $ - $ 76,400.00 100.0% $ - $ - 241 A ACH 1st Floor - Set Equipment $ 20,500.00 $ 20,500.00 $ - $ 20,500.00 100.0% $ - $ - 242 A ACH 1st Floor - FCUs $ 22,100.00 $ 22,100.00 $ - $ 22,100.00 100.0% $ - $ - 243 A ACH 1st Floor - EFs $ 1,100.00 $ 1,100.00 $ - $ 1,100.00 100.0% $ - $ - 244 A ACH 1st Floor - Finish $ 13,000.00 $ 13,000.00 $ - $ 13,000.00 100.0% $ - $ - 245 A ACH 1st Floor - Insulation $ 27,900.00 $ 27,900.00 $ - $ 27,900.00 100.0% $ - $ - 246 A ACH 1st Floor - Firestopping $ 1,800.00 $ 1,800.00 $ - $ 1,800.00 100.0% $ - $ - 247 A ACH 1st Floor - Acoustical Caulking $ 1,300.00 $ 1,300.00 $ - $ 1,300.00 100.0% $ - $ - 248 A ACH 1st Floor - Controls Rough $ 6,900.00 $ 6,900.00 $ - $ 6,900.00 100.0% $ - $ - 249 A ACH 1st Floor - Controls Finish $ 6,900.00 $ 6,900.00 $ - $ 6,900.00 100.0% $ - $ - 250 2nd Floor
251 A ACH 2nd Floor - Layout $ 11,000.00 $ 11,000.00 $ - $ 11,000.00 100.0% $ - $ - 252 A ACH 2nd Floor - Rough $ 50,700.00 $ 50,700.00 $ - $ 50,700.00 100.0% $ - $ - 253 A ACH 2nd Floor - Dx Piping $ 59,900.00 $ 59,900.00 $ - $ 59,900.00 100.0% $ - $ - 254 A ACH 2nd Floor - Set Equipment $ 21,100.00 $ 21,100.00 $ - $ 21,100.00 100.0% $ - $ - 255 A ACH 2nd Floor - FCUs $ 22,100.00 $ 22,100.00 $ - $ 22,100.00 100.0% $ - $ - 256 A ACH 2nd Floor - EFs $ 2,500.00 $ 2,500.00 $ - $ 2,500.00 100.0% $ - $ - 257 A ACH 2nd Floor - Humidifiers $ 4,900.00 $ 4,900.00 $ - $ 4,900.00 100.0% $ - $ - 258 A ACH 2nd Floor - Finish $ 18,500.00 $ 18,500.00 $ - $ 18,500.00 100.0% $ - $ - 259 A ACH 2nd Floor - Insulation $ 24,400.00 $ 24,400.00 $ - $ 24,400.00 100.0% $ - $ - 260 A ACH 2nd Floor - Firestopping $ 300.00 $ 300.00 $ - $ 300.00 100.0% $ - $ - 261 A ACH 2nd Floor - Acoustical Caulking $ 1,200.00 $ 1,200.00 $ - $ 1,200.00 100.0% $ - $ - 262 A ACH 2nd Floor - Controls Rough $ 6,900.00 $ 6,900.00 $ - $ 6,900.00 100.0% $ - $ - 263 A ACH 2nd Floor - Controls Finish $ 6,900.00 $ 6,900.00 $ - $ 6,900.00 100.0% $ - $ - 264 Roof
265 A ACH Roof - Rough $ 6,100.00 $ 6,100.00 $ - $ 6,100.00 100.0% $ - $ - 266 A ACH Roof - Dx Piping $ 42,400.00 $ 42,400.00 $ - $ 42,400.00 100.0% $ - $ - 267 A ACH Roof - Set Equipment $ 5,900.00 $ 5,900.00 $ - $ 5,900.00 100.0% $ - $ - 268 A ACH Roof - AC Units $ 64,900.00 $ 64,900.00 $ - $ 64,900.00 100.0% $ - $ - 269 A ACH Roof - Insulation $ 19,800.00 $ 19,800.00 $ - $ 19,800.00 100.0% $ - $ - 270 A ACH Roof - Controls Rough $ 6,900.00 $ 6,900.00 $ - $ 6,900.00 100.0% $ - $ - 271 A ACH Roof - Controls Finish $ 6,900.00 $ 6,900.00 $ - $ 6,900.00 100.0% $ - $ - 272 Start-Up, Controls, and Closeouts
VIP pg# 12
9 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
273 A ACH Start-up $ 6,800.00 $ 6,800.00 $ - $ 6,800.00 100.0% $ - $ - 274 A ACH Controls Programming/Graphics $ 13,900.00 $ 13,900.00 $ - $ 13,900.00 100.0% $ - $ - 275 A ACH Controls Commissioning $ 13,900.00 $ 13,900.00 $ - $ 13,900.00 100.0% $ - $ - 276 A ACH Controls Closeout $ 13,900.00 $ 13,900.00 $ - $ 13,900.00 100.0% $ - $ - 277 A ACH Air Balance $ 15,400.00 $ 15,400.00 $ - $ 15,400.00 100.0% $ - $ - 278 A ACH Closeout $ 7,700.00 $ 7,700.00 $ - $ 7,700.00 100.0% $ - $ - 279 260500 - 270543 Electrical, Cable Trays for Communications Systems, Surface Raceways for Communications Systems, UG Ducts and Raceways for Communications Systems 280 A SAF Preconstruction $ 87,200.00 $ 87,200.00 $ - $ 87,200.00 100.0% $ - $ - 281 A SAF Lighting Fixtures Package $ 225,000.00 $ 225,000.00 $ - $ 225,000.00 100.0% $ - $ - 282 A SAF Lighting Controls Package $ 85,000.00 $ 85,000.00 $ - $ 85,000.00 100.0% $ - $ - 283 A SAF Gear Package $ 74,000.00 $ 74,000.00 $ - $ 74,000.00 100.0% $ - $ - 284 A SAF UG Infrastructure $ 149,251.00 $ 149,251.00 $ - $ 149,251.00 100.0% $ - $ - 285 A SAF Gear Install $ 23,400.00 $ 23,400.00 $ - $ 23,400.00 100.0% $ - $ - 286 A SAF Branch Power Material $ 74,850.00 $ 74,850.00 $ - $ 74,850.00 100.0% $ - $ - 287 A SAF Branch Power Labor $ 81,600.00 $ 81,600.00 $ - $ 81,600.00 100.0% $ - $ - 288 A SAF Branch Lighting Material $ 21,200.00 $ 21,200.00 $ - $ 21,200.00 100.0% $ - $ - 289 A SAF Branch Lighting Labor $ 39,600.00 $ 39,600.00 $ - $ 39,600.00 100.0% $ - $ - 290 A SAF Single Line Infrastructure Material $ 33,500.00 $ 33,500.00 $ - $ 33,500.00 100.0% $ - $ - 291 A SAF Single Line Infrastructure Labor $ 10,650.00 $ 10,650.00 $ - $ 10,650.00 100.0% $ - $ - 292 A SAF Low Voltage FA $ 57,400.00 $ 57,400.00 $ - $ 57,400.00 100.0% $ - $ - 293 A SAF Lighting Install $ 81,200.00 $ 81,200.00 $ - $ 81,200.00 100.0% $ - $ - 294 270500 - 271500 Communications Systems: Common Work Results, Grounding and Bonding, Hangers and Supports, Conduits and Backboxes, Identification, Structured Cabling, Entrance Protection, Racks 295 A NNI General Cable Cat 6A (Yellow) $ 10,299.00 $ 10,299.00 $ - $ 10,299.00 100.0% $ - $ - 296 A NNI Panduit Cat 6A RJ45 Jacks $ 2,246.00 $ 2,246.00 $ - $ 2,246.00 100.0% $ - $ - 297 A NNI Panduit Flush Face Plate $ 55.00 $ 55.00 $ - $ 55.00 100.0% $ - $ - 298 A NNI Panduit 48 Port Patch Panels $ 2,500.00 $ 2,500.00 $ - $ 2,500.00 100.0% $ - $ - 299 A NNI Panduit Horizontal Managers $ 325.00 $ 325.00 $ - $ 325.00 100.0% $ - $ - 300 A NNI Panduit Vertical Cable Manager $ 450.00 $ 450.00 $ - $ 450.00 100.0% $ - $ - 301 A NNI Panduit Cat 6A Patch Cords $ 2,890.00 $ 2,890.00 $ - $ 2,890.00 100.0% $ - $ - 302 A NNI Chatsworth Ladder Rack 12X4 $ 880.00 $ 880.00 $ - $ 880.00 100.0% $ - $ - 303 A NNI Chatsworth L Wall Brackets $ 1,260.00 $ 1,260.00 $ - $ 1,260.00 100.0% $ - $ - 304 A NNI Fire-Rated 3/4"X4'X8” Plywood $ 580.00 $ 580.00 $ - $ 580.00 100.0% $ - $ - 305 A NNI TMGB Ground Busbar $ 250.00 $ 250.00 $ - $ 250.00 100.0% $ - $ - 306 A NNI Metal Mesh Cable Tray $ 5,945.00 $ 5,945.00 $ - $ 5,945.00 100.0% $ - $ - 307 A NNI Labor: Rough In Cat 6A Cables $ 17,800.00 $ 17,800.00 $ - $ 17,800.00 100.0% $ - $ - 308 A NNI Labor: Finish Work Jack & Trim $ 12,000.00 $ 12,000.00 $ - $ 12,000.00 100.0% $ - $ - 309 A NNI Labor: Cable Mesh Install $ 5,800.00 $ 5,800.00 $ - $ 5,800.00 100.0% $ - $ - 310 283100 - 281600 Fire Protections and Alarm, Intrusion Detection Systems 311 Fire Alarm
VIP pg# 13
10 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
312 A TSI FA Engineering $ 2,929.00 $ 2,929.00 $ - $ 2,929.00 100.0% $ - $ - 313 A TSI Furnish FA Cable $ 6,445.00 $ 6,445.00 $ - $ 6,445.00 100.0% $ - $ - 314 A TSI Furnish FA Material $ 8,496.00 $ 8,496.00 $ - $ 8,496.00 100.0% $ - $ - 315 A TSI FA Cable Installation $ 5,566.00 $ 5,566.00 $ - $ 5,566.00 100.0% $ - $ - 316 A TSI FA Installation $ 4,101.00 $ 4,101.00 $ - $ 4,101.00 100.0% $ - $ - 317 A TSI FA Programming $ 1,172.00 $ 1,172.00 $ - $ 1,172.00 100.0% $ - $ - 318 A TSI Testing and Inspection $ 586.00 $ 586.00 $ - $ 586.00 100.0% $ - $ - 319 Intrusion System
320 A TSI Intrusion System Engineering $ 1,746.00 $ 1,746.00 $ - $ 1,746.00 100.0% $ - $ - 321 A TSI Furnish Intrusion System Cable $ 3,845.00 $ 3,845.00 $ - $ 3,845.00 100.0% $ - $ - 322 A TSI Furnish Intrusion System Material $ 5,068.00 $ 5,068.00 $ - $ 5,068.00 100.0% $ - $ - 323 A TSI Intrusion System Cable Installation $ 3,320.00 $ 3,320.00 $ - $ 3,320.00 100.0% $ - $ - 324 A TSI Intrusion System Installation $ 2,447.00 $ 2,447.00 $ - $ 2,447.00 100.0% $ - $ - 325 A TSI Intrusion System Programming $ 699.00 $ 699.00 $ - $ 699.00 100.0% $ - $ - 326 A TSI Testing and Inspection $ 350.00 $ 350.00 $ - $ 350.00 100.0% $ - $ - 327 311000 - 312000 Site Clearing & Site Demo, Earth Moving 328 Site Demolition
329 A BEC Demolish And Export Existing Site Improvements $ 78,975.00 $ 78,975.00 $ - $ 78,975.00 100.0% $ - $ - 330 Rough Grading
331 A BEC Cut/Fill & Export $ 49,875.00 $ 49,875.00 $ - $ 49,875.00 100.0% $ - $ - 332 A BEC Site OX $ 44,910.00 $ 44,910.00 $ - $ 44,910.00 100.0% $ - $ - 333 A BEC Bldg. & Flatwork Subgrade $ 49,695.00 $ 49,695.00 $ - $ 49,695.00 100.0% $ - $ - 334 Site Curb Grading & Bio Tank
335 A BEC Cut Back for A&L Curbs, Offsite Demo, Bio Tank Excavation $ 79,635.00 $ 79,635.00 $ - $ 79,635.00 100.0% $ - $ - 336 Site Fine Grading
337 A BEC Fine Grade for Asphalt, Concrete, and Landscape $ 45,910.00 $ 45,910.00 $ - $ 45,910.00 100.0% $ - $ - 338 320190 - 329000 Operation and Maintenance of Planting, Planting Irrigation, Planting 339 A MLI Mobilization $ 10,000.00 $ 10,000.00 $ - $ 10,000.00 100.0% $ - $ - 340 A MLI Submittal $ 7,000.00 $ 7,000.00 $ - $ 7,000.00 100.0% $ - $ - 341 A MLI Sleeves $ 52,600.00 $ 52,600.00 $ - $ 52,600.00 100.0% $ - $ - 342 A MLI Mainline & wire $ 29,500.00 $ 29,500.00 $ - $ 29,500.00 100.0% $ - $ - 343 A MLI Valves $ 16,500.00 $ 16,500.00 $ - $ 16,500.00 100.0% $ - $ - 344 A MLI Lateral lines & Heads $ 31,200.00 $ 31,200.00 $ - $ 31,200.00 100.0% $ - $ - 345 A MLI Controller & Backflow $ 10,500.00 $ 10,500.00 $ - $ 10,500.00 100.0% $ - $ - 346 A MLI Root Barrier $ 9,000.00 $ 9,000.00 $ - $ 9,000.00 100.0% $ - $ - 347 A MLI Soil prep $ 13,000.00 $ 13,000.00 $ - $ 13,000.00 100.0% $ - $ - 348 A MLI Tree installation $ 21,000.00 $ 21,000.00 $ - $ 21,000.00 100.0% $ - $ - 349 A MLI Shrub Installation $ 12,500.00 $ 12,500.00 $ - $ 12,500.00 100.0% $ - $ - 350 A MLI Mulch $ 6,200.00 $ 6,200.00 $ - $ 6,200.00 100.0% $ - $ - VIP pg# 14
11 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
351 321216 - 321236 Hot-Mix Asphalt Paving, Emulsified Slurry Seal, Striping 352 Asphalt / CMB
353 A TPC Labor $ 29,840.00 $ 29,840.00 $ - $ 29,840.00 100.0% $ - $ - 354 A TPC Equipment $ 9,882.00 $ 9,882.00 $ - $ 9,882.00 100.0% $ - $ - 355 A TPC Materials $ 39,600.00 $ 39,600.00 $ - $ 39,600.00 100.0% $ - $ - 356 Striping / Bumpers / Signs
357 A TPC Labor $ 3,315.00 $ 3,315.00 $ - $ 3,315.00 100.0% $ - $ - 358 A TPC Equipment $ 2,210.00 $ 2,210.00 $ - $ 2,210.00 100.0% $ - $ - 359 A TPC Materials $ 800.00 $ 800.00 $ - $ 800.00 100.0% $ - $ - 360 321313 - 033000 Concrete Paving, Exposed Aggregate Concrete Paving, Site Formed Concrete, Concrete Forming and Accessories, Cast-in-Place Concrete 361 A KAR Submittals $ 6,500.00 $ 6,500.00 $ - $ 6,500.00 100.0% $ - $ - 362 A KAR Insurance $ 5,210.00 $ 5,210.00 $ - $ 5,210.00 100.0% $ - $ - 363 A KAR Mobilization $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 364 A KAR Project Close Outs $ 1,500.00 $ 1,500.00 $ - $ 1,500.00 100.0% $ - $ - 365 A KAR General Conditions $ 23,140.00 $ 23,140.00 $ - $ 23,140.00 100.0% $ - $ - 366 Building
367 A KAR Foundations - Layout / Excavation $ 48,370.00 $ 48,370.00 $ - $ 48,370.00 100.0% $ - $ - 368 A KAR Foundations - Set Embeds/ Place/ Finish $ 30,890.00 $ 30,890.00 $ - $ 30,890.00 100.0% $ - $ - 369 A KAR Foundations - Concrete Materials $ 47,260.00 $ 47,260.00 $ - $ 47,260.00 100.0% $ - $ - 370 A KAR Foundations - Drypack Columns $ 4,130.00 $ 4,130.00 $ - $ 4,130.00 100.0% $ - $ - 371 A KAR Foundation - Underpinning $ 47,580.00 $ 47,580.00 $ - $ 47,580.00 100.0% $ - $ - 372 A KAR Elevator Pit Slab/ Walls $ 21,550.00 $ 21,550.00 $ - $ 21,550.00 100.0% $ - $ - 373 A KAR Slab On Grade - Prep / Vapor Barrier / Agg Base Installation $ 41,170.00 $ 41,170.00 $ - $ 41,170.00 100.0% $ - $ - 374 A KAR Slab On Grade - Forming / Set Up $ 24,630.00 $ 24,630.00 $ - $ 24,630.00 100.0% $ - $ - 375 A KAR Slab On Grade - Place / Finish $ 38,490.00 $ 38,490.00 $ - $ 38,490.00 100.0% $ - $ - 376 A KAR Slab Concrete Materials $ 22,440.00 $ 22,440.00 $ - $ 22,440.00 100.0% $ - $ - 377 A KAR LWC Fill Over Metal Decking (Level 1) $ 46,680.00 $ 46,680.00 $ - $ 46,680.00 100.0% $ - $ - 378 Site Concrete
379 A KAR Low CMU Retaining Wall Foundations - Layout / Excavation $ 11,570.00 $ 11,570.00 $ - $ 11,570.00 100.0% $ - $ - 380 A KAR Low CMU Retaining Wall Foundations - Place/ Finish $ 12,410.00 $ 12,410.00 $ - $ 12,410.00 100.0% $ - $ - 381 A KAR Trash Enclosure Foundations - Layout/ Excavate $ 5,670.00 $ 5,670.00 $ - $ 5,670.00 100.0% $ - $ - 382 A KAR Trash Enclosure Foundations - Place/ Finish $ 10,320.00 $ 10,320.00 $ - $ 10,320.00 100.0% $ - $ - 383 A KAR Trash Enclosure Slab - Form/ Place/ Finish $ 11,120.00 $ 11,120.00 $ - $ 11,120.00 100.0% $ - $ - 384 A KAR Offsite Curb Gutters- Form/ Place/ Finish $ 5,460.00 $ 5,460.00 $ - $ 5,460.00 100.0% $ - $ - 385 A KAR Offsite Drive Approach - Form/ Place/ Finish $ 7,950.00 $ 7,950.00 $ - $ 7,950.00 100.0% $ - $ - 386 A KAR Offsite Walks - Form/ Place/ Finish $ 23,430.00 $ 23,430.00 $ - $ 23,430.00 100.0% $ - $ - 387 A KAR Onsite Curbs/ Gutters/ Swales - Form/ Place/ Finish $ 67,280.00 $ 67,280.00 $ - $ 67,280.00 100.0% $ - $ - 388 A KAR Light Pole Base Foundations - Excavate/ Form/ Place/ Finish $ 6,830.00 $ 6,830.00 $ - $ 6,830.00 100.0% $ - $ - 389 A KAR Bollard Foundations - Excavate/ Place/ Finish $ 6,820.00 $ 6,820.00 $ - $ 6,820.00 100.0% $ - $ - VIP pg# 15
12 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
390 A KAR 4" Integral Color Flatwork Paving - Prep/ Formwork $ 32,170.00 $ 32,170.00 $ - $ 32,170.00 100.0% $ - $ - 391 A KAR 4" Integral Color Flatwork Paving - Place / Finish $ 35,330.00 $ 35,330.00 $ - $ 35,330.00 100.0% $ - $ - 392 A KAR 4" Integral Color Flatwork Paving - Concrete Materials $ 29,280.00 $ 29,280.00 $ - $ 29,280.00 100.0% $ - $ - 393 A KAR Truncated Dome Tiles $ 3,820.00 $ 3,820.00 $ - $ 3,820.00 100.0% $ - $ - 394 323219 - 042200 Masonry Unit Retaining Walls, Concrete Unit Masonry 395 Retaining Wall
396 A DMA Retaining Wall Material $ 10,106.00 $ 10,106.00 $ - $ 10,106.00 100.0% $ - $ - 397 A DMA Retaining Wall Labor $ 48,933.00 $ 48,933.00 $ - $ 48,933.00 100.0% $ - $ - 398 Trash Enclosure
399 A DMA Trash Enclosure Material $ 5,918.00 $ 5,918.00 $ - $ 5,918.00 100.0% $ - $ - 400 A DMA Trash Enclosure Labor $ 10,754.00 $ 10,754.00 $ - $ 10,754.00 100.0% $ - $ - 401 331100 - 221000 Water Utility Distribution Piping, Sanitary Utility Sewerage Piping, Storm Utility Drainage Piping, Subdrainage, Plumbing 402 A CPC Submittals $ 13,404.00 $ 13,404.00 $ - $ 13,404.00 100.0% $ - $ - 403 A CPC Mobilization $ 13,404.00 $ 13,404.00 $ - $ 13,404.00 100.0% $ - $ - 404 Site Utilities
405 Sewer System
406 A CPC Sewer System Material $ 14,468.00 $ 14,468.00 $ - $ 14,468.00 100.0% $ - $ - 407 A CPC Sewer System Labor $ 37,871.00 $ 37,871.00 $ - $ 37,871.00 100.0% $ - $ - 408 A CPC Off-Site Sewer System Material $ 20,000.00 $ 20,000.00 $ - $ 20,000.00 100.0% $ - $ - 409 A CPC Off-Site Sewer System Labor $ 15,000.00 $ 15,000.00 $ - $ 15,000.00 100.0% $ - $ - 410 Domestic Water
411 A CPC Domestic Water Material $ 9,468.00 $ 9,468.00 $ - $ 9,468.00 100.0% $ - $ - 412 A CPC Domestic Water Labor $ 37,871.00 $ 37,871.00 $ - $ 37,871.00 100.0% $ - $ - 413 Fire Water
414 A CPC Fire Water Material $ 74,678.00 $ 74,678.00 $ - $ 74,678.00 100.0% $ - $ - 415 A CPC Fire Water Labor $ 86,486.00 $ 86,486.00 $ - $ 86,486.00 100.0% $ - $ - 416 Storm Drain
417 A CPC Storm Drain Piping Material $ 126,164.00 $ 126,164.00 $ - $ 126,164.00 100.0% $ - $ - 418 A CPC CDS System Material $ 54,678.00 $ 54,678.00 $ - $ 54,678.00 100.0% $ - $ - 419 A CPC Contech System Material $ 36,807.00 $ 36,807.00 $ - $ 36,807.00 100.0% $ - $ - 420 A CPC Storm Drain Labor $ 188,714.00 $ 188,714.00 $ - $ 188,714.00 100.0% $ - $ - 421 Building Plumbing
422 Underground
423 A CPC UG Material $ 65,743.00 $ 65,743.00 $ - $ 65,743.00 100.0% $ - $ - 424 A CPC UG Labor $ 83,614.00 $ 83,614.00 $ - $ 83,614.00 100.0% $ - $ - 425 Rough
426 A CPC Rough Material $ 101,486.00 $ 101,486.00 $ - $ 101,486.00 100.0% $ - $ - 427 A CPC Rough Labor $ 137,228.00 $ 137,228.00 $ - $ 137,228.00 100.0% $ - $ - 428 Finish
VIP pg# 16
13 CONTINUATION SHEET AIA DOCUMENT G703 (Instructions on reverse side) AIA Document G702, APPLICATION AND CERTIFICATE FOR PAYMENT, containing APPLICATION NUMBER: 22 - Retention Contractor's signed Certification is attached. APPLICATION DATE: 7/31/2026 PERIOD: 07/01/2026 07/31/2026 (Retention) →
OWNER PROJECT NO: FC82306
Use Column I on contracts where variable retain age for line items may apply. AMG PROJECT NO: 01-24-179 A
Project Code

RESOURCE

B C D E F G H I
ITEM DESCRIPTION OF WORK SCHEDULED WORK COMPLETED MATERIALS TOTAL % BALANCE RETAINAGE NO VALUE FROM PREVIOUS THIS PERIOD PRESENTLY COMPLETED (G ÷ C) TO FINISH 0%

APPLICATION STORED AND STORED
(D+E) (NOT IN TO DATE
D OR E) (D+E+F)
429 A CPC Finish Material $ 36,807.00 $ 36,807.00 $ - $ 36,807.00 100.0% $ - $ - 430 A CPC Finish Labor $ 54,678.00 $ 54,678.00 $ - $ 54,678.00 100.0% $ - $ - 431 Rough Carpentry
432 A WSK Submittals $ 5,000.00 $ 5,000.00 $ - $ 5,000.00 100.0% $ - $ - 433 A WSK Connection At Existing Building $ 39,410.00 $ 39,410.00 $ - $ 39,410.00 100.0% $ - $ - 434 A WSK Roof Work $ 31,579.00 $ 31,579.00 $ - $ 31,579.00 100.0% $ - $ - 435 A WSK Blocking for Roof Penetrations $ 10,709.00 $ 10,709.00 $ - $ 10,709.00 100.0% $ - $ - 436 A WSK Closeout $ 2,500.00 $ 2,500.00 $ - $ 2,500.00 100.0% $ - $ - 437 Overhead & Profit
438 A AMG AMG OH&P $ 456,524.00 $ 456,524.00 $ - $ 456,524.00 100.0% $ - $ - 439 SUBTOTAL - TOTAL BASE CONTRACT AMOUNT $ 9,587,000.00 $ 9,587,000.00 $ - $ - $ 9,587,000.00 100.0% $ - $ -

APPROVED CHANGE ORDERS
440 001 Owner Change Order #001 $ 94,573.75 $ 94,573.75 $ - $ 94,573.75 100.0% $ - $ - 441 OCO#002 Owner Change Order #002 $ 8,009.58 $ 8,009.58 $ - $ 8,009.58 100.0% $ - $ - 442 003 Owner Change Order #003 $ 13,013.71 $ 13,013.71 $ - $ 13,013.71 100.0% $ - $ - 443 005 OCO#005 - TIA#001 Impacts $ 98,892.30 $ 98,892.30 $ - $ 98,892.30 100.0% $ - $ - 444 004 OCO#004 $ 18,220.70 $ 18,220.70 $ - $ 18,220.70 100.0% $ - $ - 445 006 OCO#006 $ 44,110.11 $ 44,110.11 $ - $ 44,110.11 100.0% $ - $ - 446 007 OCO #007 $ 41,388.38 $ 41,388.38 $ - $ 41,388.38 100.0% $ - $ - 447 008 OCO #008 $ 65,758.26 $ 65,758.26 $ - $ 65,758.26 100.0% $ - $ - 448 009 OCO #009 $ 37,236.06 $ 37,236.06 $ - $ 37,236.06 100.0% $ - $ - 449 010 OCO #010 $ 42,948.30 $ 42,948.30 $ - $ 42,948.30 100.0% $ - $ - 450 011 OCO #011 $ 35,947.46 $ 35,947.46 $ - $ 35,947.46 100.0% $ - $ - 451 012 OCO #012 $ 10,558.76 $ - $ 10,558.76 $ 10,558.76 100.0% $ - $ - 452 013 OCO #013 $ 127,500.00 $ - $ 127,500.00 $ 127,500.00 100.0% $ - $ - 453 SUBTOTAL - TOTAL APPROVED CHANGE ORDERS $ 638,157.37 $ 500,098.61 $ 138,058.76 $ - $ 638,157.37 100.00% $ - $ - 454 $ 10,225,157.37 $ 10,087,098.61 $ 138,058.76 $ - $ 10,225,157.37 100.00% $ - $ - THIS IS A REPLICATION OF AIA DOCUMENT G703 • APPLICATION AND CERTIFICATE FOR PAYMENT • MAY 1983 EDITION • AIA® • ©1983 THE AMERICAN INSTITUTE OF ARCHITECTS, 1735 NEW YORK AVENUE, N.W., WASHINGTON D.C. 20006 G703-1983

TOTAL INCLUDING BASE CONTRACT AND APPROVED

CHANGE ORDERS
VIP pg# 17

CONDITIONAL WAIVER AND RELEASE ON FINAL PAYMENT
(California Civil Code § 8136)
Identifying Information
Name of Claimant: AMG & Associates, Inc.

Name of Customer: Sierra Madre Library Redesign and Improvements Job Location: 440 W. Sierra Madre Blvd., Sierra Madre, CA 91024 Owner: City of Sierra Madre
Conditional Waiver and Release
Maker of Check: City of Sierra Madre
Amount of Check: $642,413.69
Check Payable To: AMG & Associates, Inc.

Exceptions
This document does not affect any of the following: 11/01/2025 → 11/30/2025, 04/01/2026 → 04/30/2026 Disputed claims for extras in the amount of: $6,895.71, $337,951.02, $365,911.99, $80,573.59 Signature
Claimant's Signature:

Claimant's Title: Albert M. Giacomazzi, President
Date of Signature:

Copyright 2026 Clamshell Software, LLC.

NOTICE: THIS DOCUMENT WAIVES THE CLAIMANT'S LIEN, STOP PAYMENT NOTICE, AND PAYMENT BOND RIGHTS EFFECTIVE ON RECEIPT OF PAYMENT. A PERSON SHOULD NOT RELY ON THIS DOCUMENT UNLESS SATISFIED THAT THE CLAIMANT HAS RECEIVED PAYMENT.

This document waives and releases lien, stop payment notice, and payment bond rights the claimant has for labor and service provided, and equipment and material delivered, to the customer on this job. Rights based upon labor or service provided, or equipment or material delivered, pursuant to a written change order that has been fully executed by the parties prior to the date that this document is signed by the claimant, are waived and released by this document, unless listed as an Exception below. This document is effective only on the claimant's receipt of payment from the financial institution on which the following check is drawn:

VIP pg# 18
Sierra Madre Library
Project Budget Status Report Period Ending: 7/31/26
3 4568 9
BUDGET TRANSFERS REV'D BUDGET COMMITTED SPENT RECOMMENDED SPENT LEFT TO SPEND AVAILABLE 7/31/2026 7/31/2026 Classification Name Code

RESTATE OF

WORKING
DRAFT
12-10-25
Budget
Transfers
after Budget
Transfers
Contracts,
PO's, or
Otherwise
Spent
Prior to This
Period
for Payment
This Period
Total
Recomm/Paid
Project to Date
on Current
Contracts,
PO's
to Commit or
Spend

EXPECTED
Remaining
to be Spent

POTENTIAL/
NEW
to be Spent
Projected Final
Cost
Projected
(Over) / Under
Budget
F G H = F + G I J K L M = I - L N=H-MAX(I,L) P Q S = L + P + Q T = H - S Project Management
OPM - Construction Documents (Pre-Con) 10.30 84,000 - 84,000 84,000 84,000 - 84,000 - - - 84,000 - OPM - Bidding 10.40 56,000 - 56,000 56,000 56,000 - 56,000 - - - 56,000 - OPM - Construction Administration 10.50 336,000 - 336,000 336,000 336,000 - 336,000 - - - 336,000 - OPM - Closeout 10.60 56,000 - 56,000 111,983 86,000 25,983 111,983 - (55,983) - 111,983 (55,983) 532,000 532,000 - 587,983 562,000 25,983 587,983 - (55,983) - 587,983 - (55,983) Architect & Engineers Basic Services
A&E - Schematic Design 30.10 174,216 - 174,216 174,216 174,216 - 174,216 - - - 174,216 - A&E - Design Development 30.20 172,095 - 172,095 172,095 172,095 - 172,095 - - - 172,095 - A&E - Construction Documents 30.30 322,459 - 322,459 322,459 322,459 - 322,459 - - - 322,459 - A&E - Bidding 30.50 13,701 - 13,701 13,701 13,701 - 13,701 - - - 13,701 - A&E - Construction Administration 30.60 174,900 - 174,900 174,900 174,026 875 174,900 - - - 174,900 - A&E - Closeout 30.70 13,976 - 13,976 13,976 - 13,976 13,976 - - - 13,976 - 871,347 871,347 - 871,347 856,497 14,851 871,347 - - - 871,347 - - Architect & Engineers - Specialty Svcs
A&E - Addt'l/Design Special Svcs 31.00 - - - - - - - - - - - A&E - Permitting 31.20 36,404 - 36,404 36,404 36,404 - 36,404 - - 36,404 - A&E - Other Reimbursables 32.90 - - - 5,020 5,020 - 5,020 - (5,020) 5,020 (5,020) - 36,404 36,404 41,424 41,424 41,424 - - (5,020) - - 41,424 (5,020) Administration
Advertising 20.60 3,200 - 3,200 4,292 4,292 - 4,292 - (1,092) 4,292 (1,092)Site Survey 22.20 8,700 - 8,700 11,134 11,134 - 11,134 - (2,434) 11,134 (2,434)Permits and Approvals 22.30 228,000 - 228,000 17,172 17,172 - 17,172 - 210,828 17,172 210,828 Geo-tech/Geo-Enviro (Design/Construction) 22.40 20,600 - 20,600 101,600 100,596 - 100,596 1,004 (81,000) 1,004 101,600 (81,000)Other Admininstrative Costs 22.60 5,000 - 5,000 1,490 1,490 - 1,490 - 3,510 3,510 5,000 - Moving 22.80 58,420 - 58,420 150,205 101,428 22,082 123,510 26,695 (91,785) 26,695 - 150,205 (91,785)Construction Testing 23.10 30,000 - 30,000 95,200 89,279 - 89,279 5,921 (65,200) 5,921 95,200 (65,200)Abatement Survey and Monitoring 23.20 2,450 - 2,450 3,961 3,961 - 3,961 - (1,511) 3,961 (1,511)Abatement Demo/Disposal 23.25 20,000 - 20,000 - - - - - 20,000 - 20,000 Misc. Project Costs 23.90 10,000 - 10,000 32,646 32,646 - 32,646 - (22,646) 32,646 (22,646) 386,370 386,370 - 417,699 361,997 22,082 384,079 33,620 (31,329) 37,130 421,209 - (34,840)

PROJECTIONS
1 | 2
VIP pg# 19
Sierra Madre Library
Project Budget Status Report Period Ending: 7/31/26
3 4568 9
BUDGET TRANSFERS REV'D BUDGET COMMITTED SPENT RECOMMENDED SPENT LEFT TO SPEND AVAILABLE 7/31/2026 7/31/2026 Classification Name Code

RESTATE OF

WORKING
DRAFT
12-10-25
Budget
Transfers
after Budget
Transfers
Contracts,
PO's, or
Otherwise
Spent
Prior to This
Period
for Payment
This Period
Total
Recomm/Paid
Project to Date
on Current
Contracts,
PO's
to Commit or
Spend

EXPECTED
Remaining
to be Spent

POTENTIAL/
NEW
to be Spent
Projected Final
Cost
Projected
(Over) / Under
Budget
F G H = F + G I J K L M = I - L N=H-MAX(I,L) P Q S = L + P + Q T = H - S

PROJECTIONS
Construction
Base Construction 40.20 9,587,000 638,157 10,225,157 10,267,457 9,625,043 642,414 10,267,457 0 (42,299) 0 10,267,457 (42,299) 638,157 9,587,000 10,225,157 10,267,457 9,625,043 10,267,457 642,414 0 (42,299) 0 10,267,457 - (42,299) Total (NIC Furn/Equip/Tech) before Conting. 11,413,121 12,051,278 638,157 12,185,909 11,446,961 12,152,289 705,328 33,621 (134,631) 37,131 12,189,419 - (138,142) Contingencies PCO log:

Owners Project Hard Cost Contingency 80.00 958,700 (638,157) 320,543 - - - - - 320,543 - - 320,543 Owners Project Soft Cost Contingency 90.00 - - - - - - - - - - - - 958,700 (638,157) 320,543 - - - - 320,543 - - - 320,543 - Total (NIC Furn/Equip/Tech) including Conting. 12,371,821 12,371,821 - 12,185,909 11,446,961 12,152,289 705,328 33,621 185,912 37,131 12,189,419 - 182,401 Furnishings, Equipment, Technology
Furnishings; Fixtures 50.10 1,337,400 - 1,337,400 1,105,623 239,878 - 239,878 865,745 231,777 865,745 1,105,623 231,777 A&E - FF&E Procurement 31.70 35,000 - 35,000 25,893 23,343 - 23,343 2,550 9,107 2,550 25,893 9,107 Phones and A/V (and Computers) 50.20 35,000 - 35,000 59,899 - - - 59,899 (24,899) 59,899 59,899 (24,899)Computers and Technology 50.40 7,900 - 7,900 102,838 68,527 - 68,527 34,311 (94,938) 34,311 82,830 185,668 (177,768)Security 50.50 23,982 - 23,982 - - - - - 23,982 23,982 23,982 - - 1,439,282 1,439,282 1,294,253 331,748 331,748 - 962,505 145,029 986,487 82,830 1,401,065 38,217 TOTAL PROJECT BUDGET 13,811,103 13,811,103 - 13,480,162 11,778,708 705,328 12,484,037 996,126 330,941 1,023,618 82,830 13,590,484 220,618 Sources of Funds (Restricted to Furnishings/Equip/Tech): Sources of Funds (Unrestricted in Use) Combined (Restricted + Unrestricted) City Capital Improvement Fund 35,000 State Targetted Library Grant 10,000,000 Community … 5,000 Building Forward Infrastructure Grant 334,605 Day Trust 100,000 ARPA Funds / match 334,605Library Foundation as of 10/28/25 480,000 General Reserve Funds Xfer from City 1,800,000Friends of the Library 695,000 Subtotal 1,315,000 Subtotal 12,469,210 Total Sources 13,784,210 Projected Uses of Restricted Funds (1,401,065) Projected Uses of Unrestricted Funds (12,189,419) Total Uses (13,590,484)Budget Savings - Restricted Funds (86,065) Budget Savings - Unrestricted "City" Funds 279,791 Savings 193,726 Variance=Total Project Budget less Total Sources 26,892 2 | 2
VIP pg# 20
Sierra Madre Library
Major Contracts & Other Commitments 7/31/26
Post Budget
Period Description Code Budget Description $Amount Subtotal The Vertex Companies, LLC (Vertex)
PTD VERTEX PRE-CONSTRUCTION PHASE 10.30 OPM - Construction Document 84,000.00 PTD VERTEX BIDDING PHASE 10.40 OPM - Bidding 56,000.00
PTD VERTEX CONSTRUCTION PHASE 10.50 OPM - Construction Administr 336,000.00 PTD VERTEX CLOSE-OUT PHASE 10.60 OPM - Closeout 56,000.00 2026.01 VERTEX Extension of Close-Out Phase Amendment 01 10.60 OPM - Closeout 30,000.00 2026.01 VERTEX Testing/Inspect Svcs (Twining) Amendment 01 23.10 Construction Testing 95,200.00 2026.07 VERTEX Addt'l Construction Aministration Amendment 02 10.60 OPM - Closeout 25,982.50 Vertex subtotal: 683,182.50
TSK Architects
Description per tsk Fee Summary:
2024.11 TSK 03 Pre-Design, 04 Schematic Design 30.10 A&E - Schematic Design 174,216.00 2024.11 TSK 05 Design Development 30.20 A&E - Design Development 172,095.00 2024.11 TSK 06 CD-50%, 07 CD-100% 30.30 A&E - Construction Document 322,459.00 2024.11 TSK 08 Permitting 31.20 A&E - Permitting 36,404.00 2024.11 TSK 09 Bid & Award 30.50 A&E - Bidding 13,701.00 2024.11 TSK 10 Contract Administration 30.60 A&E - Construction Administra 174,900.00 2024.11 TSK 11 Project Close Out 30.70 A&E - Closeout 13,976.00 subtotal 907,751.00
2025.12 TSK FF&E Procurement 31.70 A&E - FF&E Procurement 25,500.00 25,500.00 AMG & Associates, Inc.
2024.11 AMG Original Contract Sum 40.20 Base Construction 9,587,000.00 2025.01 AMG AMG Change Order 01 40.20 Base Construction 94,573.75 2025.03 AMG AMG Change Order 02 40.20 Base Construction 8,009.58 2025.07 AMG AMG Change Order 03 40.20 Base Construction 13,013.71 2025.09 AMG AMG Change Order 05 40.20 Base Construction 98,892.30 2025.10 AMG AMG Change Order 04 40.20 Base Construction 18,220.70 2026.01 AMG AMG Change Order 06 40.20 Base Construction 44,110.11 2026.02 AMG AMG Change Order 07 40.20 Base Construction 41,388.38 2026.03 AMG AMG Change Order 08 40.20 Base Construction 65,758.26 2026.04 AMG AMG Change Order 09 40.20 Base Construction 37,236.06 2026.05 AMG AMG Change Order 10 40.20 Base Construction 42,948.30 2026.06 AMG AMG Change Order 11 40.20 Base Construction 35,947.46 2026.07 AMG AMG Change Order 12 40.20 Base Construction 10,558.76 2026.07 AMG AMG Change Order 13 40.20 Base Construction 127,500.00 AMG & Associates, Inc. subtotal: 10,225,157.37
Other Commitments, Proposals, etc.
2025.10 GEOCON West, Inc. Original Contract 22.40 Geo-tech/Geo-Enviro (Design/ 32,000.00 2025.12 GEOCON West, Inc. CO#1 22.40 Geo-tech/Geo-Enviro (Design/ 49,000.00 2026.01 GEOCON West, Inc. CO#2 22.40 Geo-tech/Geo-Enviro (Design/ 20,600.00 2026.06 REGAN PAVING Proposal #46265 23.90 Misc. Project Costs 26,100.00 2025.09 West Coast Arborists(WCA) Proposal 50.10 Furnishings; Fixtures 4,850.00 2026.01 West Coast Arborists(WCA) Proposal 50.10 Furnishings; Fixtures 7,450.00 2026.06 Western Audio Visual & SecuriQuote WAV-0677 50.20 Phones and A/V (and Compute 59,899.24 subtotal: 199,899.24
1 | 2
VIP pg# 21
Sierra Madre Library
Major Contracts & Other Commitments 7/31/26
Post Budget
Period Description Code Budget Description $Amount Subtotal Per FFE/Tech/Security/Moving Log
Item Description Quote Approved
2025.10 AWE Learning Listening system; headphones; etc 50.10 Furnishings; Fixtures 16,822.76 2025.10 Electric Fireplace Depot Fireplace 50.10 Furnishings; Fixtures 3,533.98 2026.04 Steel Fab and Finish Cascade Newspaper Display PO 26-00249 50.10 Furnishings; Fixtures 1,541.96 2026.04 The Library Store Book Trucks, Outdoor Return 6097337 50.10 Furnishings; Fixtures 12,784.26 2025.10 Yamada Estsy Shelving 25128-P R2 50.10 Furnishings; Fixtures 334,400.51 2025.10 Yamada Aurora Mobile Storage 25129-P R1 50.10 Furnishings; Fixtures 62,149.49 2025.10 Yamada Misc. Storage 25134-P R2 50.10 Furnishings; Fixtures 22,732.47 2025.10 Yamada Furniture 25126-P R5 50.10 Furnishings; Fixtures 506,096.58 subtotal: 960,062.01
2025.10 FE Tech 2 sets of wide RFID Gates, wall
mounted people counter, collection
scanning wand

08.26.25 50.40 Computers and Technology 24,365.00
2026.04 FE Tech Increased perQuote dated 4/28/26 28-Apr-2026 50.40 Computers and Technology 1,277.92 2025.10 Laptops Anytime LIBRARY FOOT TRAFFIC, GATHER

ACCURATE
5484 50.40 Computers and Technology 42,661.79
2026.04 Laptops Anytime Increased per revised quote dated 12/9/2025
5484 50.40 Computers and Technology 330.75
2025.10 Laptops Anytime 8 Dell Pro 14 Laptops 3000195375978.1 50.40 Computers and Technology 8,667.74 subtotal: 77,303.20
2025.10 KING OFFICE SUPPLY Library Move 22.80 Moving 44,610.59 2025.10 KING OFFICE SUPPLY Archives Move 22.80 Moving 4,831.50 2025.10 KING OFFICE SUPPLY Pallet Storage - Dec '23 22.80 Moving 1,792.00 2025.10 KING OFFICE SUPPLY Pallet Storage - Nov '23 22.80 Moving 1,809.92 2025.10 KING OFFICE SUPPLY Pallet Storage 2024 22.80 Moving 21,504.00 2025.10 KING OFFICE SUPPLY Pallet Storage 2025 - YTD 22.80 Moving 17,920.00 2026.04 KING OFFICE SUPPLY Increase per Proposal Rev 4 3/12/2026 22.80 Moving 57,736.99 subtotal: 150,205.00
Major Contracts Total 13,229,060.32
2 | 2
VIP pg# 22
Sierra Madre Library
Budget Transfers and Usage of Contingency 7/31/2026
new transfers this period highlighted in yellow 80.00 90.00

CONSTRUCT

CONTINGENCY

PROJECT

CONTINGENCY
Begining Balances: 958,700.00 0.00
(per Budget) (per Budget)

TRANSFER FROM TO
LN Period Short Desc Code Description Code Description
1 2025.01 AMG Change Order 01 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 94,573.75 (94,573.75) - 2 2025.03 AMG Change Order 02 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 8,009.58 (8,009.58) - 3 2025.07 AMG Change Order 03 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 13,013.71 (13,013.71) - 4 2025.09 AMG Change Order 05 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 98,892.30 (98,892.30) - 5 2025.10 AMG Change Order 04 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 18,220.70 (18,220.70) - 6 2026.01 AMG Change Order 06 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 44,110.11 (44,110.11) - 7 2026.02 AMG Change Order 07 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 41,388.38 (41,388.38) - 8 2026.03 AMG Change Order 08 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 65,758.26 (65,758.26) - 9 2026.04 AMG Change Order 09 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 37,236.06 (37,236.06) - 10 2026.05 AMG Change Order 10 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 42,948.30 (42,948.30) - 11 2026.06 AMG Change Order 11 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 35,947.46 (35,947.46) - 12 2026.07 AMG Change Order 12 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 10,558.76 (10,558.76) - 13 2026.07 AMG Change Order 13 80.00 Owners Project Hard Cost Contingency 40.20 Base Construction 127,500.00 (127,500.00) - Contingency Account Balances: 320,542.63 0.00
Estimated & Pending Change Orders total from PCO log dated Contingency Account Balances INCLUDING pending Change Orders: 320,542.63 0.00 $AMOUNT
VIP pg# 23

CITY OF
SIERRA
MADRE

STAFF REPORT

PUBLIC WORKS SERVICES
DATE: August 25, 2026
TO: Honorable Mayor and City Council
FROM: Brian Dickinson, Director of Public Works
By: Eric Lozick, Management Analyst
SUBJECT:

Resolution No. 26-81 Authorizing a Supplemental Budget Appropriation from the Water Fund Reserve in the Amount of $63,270 and Sewer Fund Reserve in the Amount of $105,095 and Approval of a Professional Services Agreement with Civiltec Engineering, Inc. for Water and Sewer System Facilities Master Plan Updates and Hydraulic Models in an Amount Not to Exceed $468,365

RECOMMENDATION
It is recommended that the City Council:

1. Adopt Resolution No. 26-81 amending the Fiscal Year 2026-27 budget by appropriating $63,270 from the available Water Fund balance to Water Capital Improvement Project Account No. 71000.81100.52100 and $105,095 from the available Sewer Fund balance to Sewer Capital Improvement Project Account No. 72000.81200.52200.

2. Approve a Professional Services Agreement with Civiltec Engineering, Inc. for the preparation of an updated Water System Facilities Master Plan, an updated Sewer System Facilities Master Plan, and associated hydraulic models in an amount not to exceed $468,365.

3. Authorize the City Manager to execute the Professional Services Agreement, subject to approval as to form by the City Attorney, and any non-substantive documents necessary to implement the project.

SUMMARY
The proposed agreement will update the City's Water System Facilities Master Plan and Sewer System Facilities Master Plan, develop calibrated hydraulic models for both utility systems, and establish prioritized capital improvement programs. The work will evaluate system condition, capacity, reliability, operations, regulatory requirements, and projected demands over a 25-year planning horizon.

The City's prior water hydraulic model is no longer available for current use. The City also has a legacy sewer model developed in Hydra 6.4. Civiltec Engineering, Inc. will review the prior sewer model and other available records as source information, then develop and calibrate a new sewer model in InfoWorks ICM using available GIS, operational, and flow-monitoring data. The new model will be used to evaluate dry-weather and wet-weather conditions. The project therefore requires construction and calibration of two hydraulic models rather than routine updates to usable existing models.

The City received one proposal, from Civiltec Engineering, Inc., in the amount of $468,365. The Fiscal Year 2026- 27 budget includes $300,000 for the two master plans. The proposed fee exceeds the existing appropriation by $168,365, or 56.1 percent. The original project estimate included sewer flow monitoring but was developed as a planning-level estimate before the City had a detailed task-level scope, staffing plan, and fee proposal. Civiltec Engineering, Inc.'s proposal identifies $66,815 for specialized sewer flow monitoring and $401,550 for engineering labor associated with the two master plans and hydraulic models. Resolution No. 26-81 would amend the Fiscal Year 2026-27 budget to provide the additional Water and Sewer Fund appropriations required for the project.

The completed plans and models will provide a data-driven basis for identifying and prioritizing short-, medium-, and long-term capital improvements. They will also support infrastructure investment decisions, asset management, regulatory compliance, grant applications, and long-range financial planning for the City's utility systems.

DISCUSSION & ANALYSIS
On June 9, 2026, the Public Works Department issued a Request for Proposals (RFP) through the City's PlanetBids procurement portal for Water and Sewer System Facilities Master Plan Updates and new hydraulic models. The question period closed on June 24, 2026, and the proposal deadline was July 8, 2026. Seven engineering firms registered as prospective proposers, and the City received one responsive proposal from Civiltec Engineering, Inc.

No requests to clarify or modify the project schedule were submitted during the RFP question period. Following the proposal deadline, staff contacted the six firms that did not submit proposals. Three firms responded and cited competing proposal commitments, limited staffing availability, and concerns regarding the feasibility of completing the full scope within the schedule identified in the RFP.

Staff conducted a comprehensive review of Civiltec Engineering, Inc.'s proposal and determined that it satisfies the requirements of the RFP and the City's scope of work. Civiltec Engineering, Inc. demonstrated an understanding of the project objectives, including preparation of the two master plans, development of new hydraulic models, evaluation of existing infrastructure, identification of capacity and operational deficiencies, and prioritization of capital improvement needs.

The proposed scope organizes each master plan into nine phases: project management and meetings; data collection and site visits; existing data analysis; demand or flow projections; hydraulic model construction and calibration; existing system evaluation; future system evaluation; capital improvement program development; and preparation of draft and final reports. The water model will be developed in InfoWater Pro and the sewer model in InfoWorks ICM. The work will incorporate the City's current planning information, including the recently adopted Urban Water Management Plan, and includes staff training and delivery of the model files, GIS data, calculations, technical data, and supporting electronic documentation developed for the project.

The sewer scope includes field flow monitoring by Utility Systems, Science and Software, Inc. to support model calibration, flow projection verification, and wet-weather analysis. The monitoring program will collect flow and rainfall data to support model calibration and evaluation of dry-weather and wet-weather conditions. These specialized services account for $66,815 of the proposed fee.

The RFP identified March 31, 2027 as the desired completion date. Civiltec Engineering, Inc.'s schedule begins September 14, 2026, provides for final plan submittals and City Council presentations in October 2027, and concludes with model training in November 2027, approximately seven months beyond the RFP date. This aligns with the schedule-feasibility concerns reported by the nonproposing firms. After reviewing the proposed work sequence, staff determined that the RFP date did not provide sufficient time for data collection, construction and calibration of two new hydraulic models, four technical memorandum review cycles, capital improvement program development, and preparation of the draft and final reports. The schedule includes approximately ten weeks of City review time. Staff considers the proposed schedule realistic and recommends proceeding under the contractual milestones, which staff will monitor.

Civiltec Engineering, Inc. has demonstrated relevant experience preparing utility master plans, hydraulic models, and capital improvement programs for California public agencies. Based on the firm's qualifications, responsiveness to the RFP, detailed scope of work, and proposed deliverables, staff recommends approval of the Professional Services Agreement in an amount not to exceed $468,365.

STRATEGIC PLAN RELATIONSHIP
The recommended action supports the City's Strategic Plan by advancing the following goal:

OS 2.1: Create a Sustainable Capital Improvement Plan

ENVIRONMENTAL ANALYSIS
CEQA Project, exempt under: 14 CCR 15061(b)(3)- common sense exemption, because it can be seen with certainty that there is no possibility that the activity may have a significant effect on the environment

FISCAL IMPACT
The Professional Services Agreement has a total not-to-exceed amount of $468,365, consisting of $213,270 for the Water System Facilities Master Plan and $255,095 for the Sewer System Facilities Master Plan. The Fiscal Year 2026-27 budget includes $150,000 for each master plan, for a total existing appropriation of $300,000. The Water System Facilities Master Plan exceeds its appropriation by $63,270, or 42.2 percent. The Sewer System Facilities Master Plan exceeds its appropriation by $105,095, or 70.1 percent. The combined variance is $168,365, or 56.1 percent.

The $150,000 appropriation for each master plan was established during preparation of the Fiscal Year 2026-27 budget as a planning-level estimate, before issuance of the RFP and before a detailed task-level scope and levelof-effort estimate were available. The estimate included sewer flow monitoring but did not reflect Civiltec Engineering, Inc.'s subsequently proposed task hours, staffing classifications, billing rates, or subconsultant cost.

Civiltec Engineering, Inc.'s proposed fee consists of $401,550 in engineering labor and $66,815 for flow monitoring, including a $58,100 subconsultant base cost and the firm's stated 15 percent markup. Together, these costs exceed the existing $300,000 appropriation by $168,365.

The proposal is structured on a time-and-materials basis with a not-to-exceed limit. It includes 1,908 engineering labor hours at rates ranging from $160 to $300 per hour, a blended engineering labor rate of approximately $210 per hour, and no reimbursable expenses. Staff reviewed the task-level hours, staffing classifications, billing rates, subconsultant cost, and deliverables. The fee schedule allocates hours and costs by phase, task, staff classification, and utility, allowing staff to verify invoices against the approved scope and monitor the not-to-exceed amount. Based on that review, staff considers the proposed fee acceptable for the full scope of work.

Water System Facilities Master Plan: $150,000 is available in Water Capital Improvement Project Account No. 71000.81100.52100. Resolution No. 26-81 would appropriate an additional $63,270 from the available Water Fund balance to this account.

Sewer System Facilities Master Plan: $150,000 is available in Sewer Capital Improvement Project Account No. 72000.81200.52200. Resolution No. 26-81 would appropriate an additional $105,095 from the available Sewer Fund balance to this account.

The project will be funded from existing Water and Sewer Fund appropriations and the additional appropriations established by Resolution No. 26-81. The City will be invoiced only for work performed, by task and by utility, up to the approved not-to-exceed amount. No contingency is included in the requested authorization. Any work beyond the approved scope or not-to-exceed amount would require prior written authorization in accordance with the City's purchasing authority and, if necessary, an additional appropriation.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Resolution No 26-81 Civiltec Master Plans Budget Amendment .pdf

2. Civiltec Engineering Proposal-Sierra Madre Water and Sewer System Facilities Master Plan Updates.pdf Consultant Services Agreement Water-Wastewater Master Plan Updates - Civiltec Engineering 08.25.2026.pdf RESOLUTION NO. 26-81

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SIERRA
MADRE, CALIFORNIA, AMENDING THE FISCAL YEAR 2026-27

BUDGET TO APPROPRIATE ADDITIONAL WATER FUND AND

SEWER FUND MONIES FOR THE WATER AND SEWER SYSTEM

FACILITIES MASTER PLAN UPDATES

RECITALS
WHEREAS, the City of Sierra Madre owns and operates a municipal water distribution system and a wastewater collection system serving approximately 3,800 service connections;
WHEREAS, on June 9, 2026, the City issued a Request for Proposals for updates to the Water and Sewer System Facilities Master Plans and for the development of hydraulic models for both systems;
WHEREAS, the City received one responsive proposal, from Civiltec Engineering, Inc., in the amount of $468,365;
WHEREAS, the adopted Fiscal Year 2026-27 budget includes $150,000 for each master plan, for a total of $300,000;
WHEREAS, completion of the master plans and hydraulic models requires additional appropriations of $63,270 from the Water Fund and $105,095 from the Sewer Fund, totaling $168,365;
WHEREAS, sufficient available fund balance exists in the Water Fund and in the Sewer Fund to support the appropriations described herein; and WHEREAS, the City Council is concurrently considering approval of a Professional Services Agreement with Civiltec Engineering, Inc. for the preparation of the master plans and hydraulic models.

THEREFORE, THE CITY COUNCIL OF THE CITY OF SIERRA MADRE, CALIFORNIA, DOES RESOLVE AS FOLLOWS:

SECTION 1. Recitals. The Recitals above are true and correct and incorporated herein by reference.

SECTION 2. Budget Amendment and Implementation. The Fiscal Year 2026-27 budget is hereby amended by appropriating $63,270 from available Water Fund balance to Water Capital Improvement Project Account No. 71000.81100.52100 and $105,095 from available Sewer Fund balance to Sewer Capital Improvement Project Account No. 72000.81200.52200. The City Manager and the Director of Finance are hereby authorized and directed to make all budgetary and accounting entries necessary to implement this Resolution.

SECTION 3. CEQA. Adoption of this Resolution is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15061(b)(3) because it can be seen with certainty that there is no possibility that the appropriation of funds for the preparation of planning documents may have a significant effect on the environment. The action is also covered by CEQA Guidelines Section 15262 because it involves planning studies for possible future actions that the City has not approved, adopted, or funded. Any capital improvement project identified through the planning process will be evaluated for CEQA compliance when it is considered for approval.

SECTION 4. Severability. If any sections, subsections, subdivisions, paragraph, sentence, clause or phrase of this Resolution or any part hereof or exhibit hereto is for any reason held to be invalid, such invalidity shall not affect the validity of the remaining portions of this Resolution or any part thereof or exhibit thereto. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase hereof, irrespective of the fact that any one or more sections, subsections, subdivisions, paragraph, sentences, clauses or phrases be declared invalid.

SECTION 5. Certification. Pursuant to Government Code Section 36932, the City Clerk shall certify the passage, approval, and adoption of this Resolution by the City Council.

SECTION 6. Effective Date. This Resolution shall take effect immediately upon adoption.

PASSED, APPROVED, AND ADOPTED this 25th day of August, 2026. _________________________
Kristine Lowe, Mayor
I HEREBY CERTIFY the foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of Sierra Madre, California, at a meeting held on the 25th day of August, 2026, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:
___________________________
Laura Aguilar, City Clerk
Approved as to form:
____________________________
Aleks Giragosian, City Attorney
Water and Sewer System Facilities
Master Plan Updates
Submitted by Civiltec Engineering, Inc. | July 8, 2026
Gretel Ochoa-Nhac, Project Manager
605 E. Huntington Drive, Suite 205, Monrovia, CA 91016
626.357.0588 | [email protected]
Proposal for
Proposal Contact:

Gretel Ochoa-Nhac, PE
Associate | Project Manager
(p) 909-296-4457
(e) [email protected]
Firm Ownership:
• W. David Byrum,
PE, President
• Chris Dusza, PE, CFM,
Vice President
• C. Shem Hawes,
PE, Principal
• David Song, PE, Principal
• Andrew Shroads, PE,
CFM, Principal

MONROVIA OFFICE (HQ)
605 E. Huntington Drive, Suite 206, Monrovia, CA 91016
P: 626.357.0588

UPLAND OFFICE
440 N. Mountain Avenue, Suite 210, Upland, CA 91786
P: 909.296.4457

FULLERTON OFFICE
1440 N. Harbor Boulevard, Suite 650, Fullerton, CA 92835 P: 714.459.7957

PRESCOTT OFFICE
2054 N. Willow Creek Road, Prescott, AZ 86301
P: 928.771.2376

PEORIA OFFICE
9299 W. Olive Avenue, Suite 405 Peoria, AZ 85345
P: 623.582.0970

PHOENIX OFFICE
2198 E. Camelback Road, Suite 205, Phoenix, AZ 85016
P: 602.428.7564
Table of Contents
Cover Letter .........................................................................................1 Overview and Approach.......................................................................3 Company Profile ..................................................................................21 Qualifications of Personnel...................................................................23 Past Experience ....................................................................................28 Current Projects ...................................................................................33 WMP Project Schedule and Cost Proposal..............................................34 SSFMP Project Schedule and Cost Proposal ..........................................39 Certificate of Insurance Statement ......................................................44 Conflicts of Interest Disclosure ............................................................44 Non-Collusion Affidavit ........................................................................45 Proof of Authority ......................................................................Appendix A Key Team Resumes .....................................................................Appendix B Civiltec was founded in 1986 as a “C” Corporation based on the principles of innovative thinking and premier quality.

B. Table of Contents
Civil, Water, Wastewater, Drainage, Transportation and
Electrical/Controls Engineering ● Construction Management ● Surveying California ● Arizona
605 E. Huntington Drive • Ste. 206 • Monrovia, CA • 626.357.0588 July 8, 2026
Dear Selection Committee,
Reliable water and wastewater infrastructure is essential to preserving the quality of life, public health, and small-town character that make Sierra Madre a unique community. The Water and Sewer System Facilities Master Plan Updates present an important opportunity to establish a clear, data-driven roadmap for maintaining system reliability, planning future infrastructure investments, and supporting the City of Sierra Madre’s (City) long-term operational and capital improvement goals.

Civiltec is pleased to submit this proposal to provide professional engineering services for the preparation of the City’s updated Water and Sewer System Facilities Master Plans and hydraulic models. Our team understands that the City is seeking practical, implementable planning documents that evaluate existing system performance, identify current and future deficiencies, and provide prioritized capital improvement recommendations that support reliable service through the planning horizon.

Civiltec’s approach combines comprehensive data collection, hydraulic modeling, infrastructure assessment, and collaborative planning to develop master plans that are both technically sound and operationally meaningful. We will work closely with City staff to evaluate the performance of the water distribution and wastewater collection systems, assess future demands associated with anticipated development and accessory dwelling unit (ADU) growth, and identify projects that improve capacity, reliability, resiliency, and operational efficiency. Through regular communication and stakeholder coordination, we will ensure the planning process reflects the City’s priorities and incorporates the valuable institutional knowledge of City staff.

Civiltec brings extensive experience preparing water and wastewater master plans, hydraulic models, and capital improvement programs for California municipalities and special districts. We understand the challenges faced by publicly owned utility agencies and have successfully guided communities through planning efforts involving water supply evaluation, pressure zone analysis, reservoir and booster station assessments, sewer capacity evaluations, and long-range infrastructure investment strategies.

Equally important, we recognize the importance of maintaining project momentum and meeting critical milestones. Our project team is committed to proactive communication, responsive service, and disciplined project management to ensure City of Sierra Madre
Public Works Department
232 W. Sierra Madre Boulevard
Sierra Madre, CA 91024
Subject: Proposal for Water and Sewer System Facilities Master Plan Updates Why Choose Civiltec?
Cover Letter
Civil, Water, Wastewater, Drainage, Transportation and
Electrical/Controls Engineering ● Construction Management ● Surveying California ● Arizona
605 E. Huntington Drive • Ste. 206 • Monrovia, CA • 626.357.0588 the Water and Sewer System Facilities Master Plan Updates are completed within the City’s desired schedule and budget.

Civiltec appreciates the opportunity to submit our qualifications and look forward to partnering with the City on this important planning effort. Should you have any questions regarding our proposal, please feel free to contact us at any time.

Thank you for your consideration.

Sincerely,
W. David Byrum, PE
Principal In Charge | President/CEO
[email protected]
Civiltec Engineering, Inc.

Gretel Ochoa-Nhac, PE
Project Manager | Associate
[email protected]
Civiltec Engineering, Inc.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 3 Project Understanding
The City of Sierra Madre owns and operates a municipal
water and sewer utility that serves a unique foothill
community with a mature infrastructure system, limited
opportunities for expansion, and an ongoing need to
strategically rehabilitate and replace aging facilities.

The City’s water system includes wells, reservoirs,
booster pump stations, pressure regulating facilities,
and approximately 47.8 miles of water mains. The sewer
collection system includes approximately 32 miles
of gravity sewer mains and 745 manholes that serve
approximately 3,800 customer connections.

Civiltec understands the City’s objective is not simply to update existing planning documents, but to develop
practical, data-driven Water and Sewer System Master
Plans that provide a clear roadmap for maintaining
reliable service, improving system resiliency, supporting future development, and prioritizing capital investments over the next 20 years. The completed plans must
provide actionable recommendations supported by
hydraulic modeling, engineering analysis, and realistic implementation strategies that can be incorporated into the City’s capital improvement program.

Civiltec’s approach combines comprehensive data
collection, field verification, hydraulic modeling,
engineering evaluation, and collaborative decisionmaking to create master plans that are technically sound, financially responsible, and readily implementable by
City staff.

Planning Philosophy
Civiltec believes that successful master planning
bridges the gap between technical analysis and practical implementation. While hydraulic models and engineering
calculations provide the foundation for decision-making, the most effective master plans incorporate operational knowledge, maintenance experience, regulatory
requirements, funding realities, and community
priorities.

Throughout the project, we will work closely with City
staff to understand historical system performance,
operational challenges, maintenance concerns,
planned improvements, and long-term objectives. This
collaborative process ensures that recommendations are
not only technically defensible but also aligned with the City’s operational and financial goals.

The result will be two coordinated master planning
documents that utilize consistent growth projections,
development assumptions, evaluation criteria, and
capital planning methodologies to support integrated
infrastructure management across both utility systems.

Water Master Plan Approach
Our water system planning process begins with a
comprehensive review of existing facilities, operational records, planning documents, GIS data (if any), water
production records, demand data, and regulatory
requirements.

Using the City’s available asset information, we will
construct and calibrate a hydraulic water model that
accurately represents existing system conditions,
including:
• Water production facilities
• Reservoirs and storage facilities
• Booster pump stations
• Pressure regulating stations
• Transmission and distribution mains
• Pressure zone boundaries
• Existing operational controls
The hydraulic model will be used to evaluate existing and future conditions under a range of operating scenarios, including average-day demand (ADD), maximumday demand (MDD), peak-hour demand (PHD), and maximum-day demand plus fire-flow conditions
(MDD+FF).

The evaluation will assess:
• Source capacity and reliability
• Pressure zone performance
• Reservoir storage adequacy
• Booster pumping capacity
• System pressures and velocities
• Fire-flow availability
• Redundancy and resiliency
• Operational flexibility
• Infrastructure deficiencies and bottlenecks
In accordance with the City’s scope, special emphasis will be placed on evaluating future water supply alternatives and opportunities to reduce dependence on imported
water through optimization of local groundwater
Overview and Approach
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 4 resources, basin water rights, recharge opportunities,
and regional supply partnerships.

The completed analysis will identify existing deficiencies, future capacity constraints, and recommended
improvements by pressure zone. Recommendations will
be prioritized and organized into short-(0 to 5-year),
medium- (6 to 10-year), and long-term (11 to 25-year)
implementation programs, each supported by planninglevel cost estimates.

Sewer System Facilities Master
Plan Approach
The sewer system planning effort will utilize a similar methodology to evaluate the City’s wastewater collection infrastructure.

Our team will review historical flow records, previous
planning documents, previous sewer model (Hydra

6.4), maintenance records, and available development
information to establish baseline wastewater generation characteristics and future flow projections. In addition to this, flow monitoring services will be performed
by our sub-consultant, Utility Systems, Science and
Software, Inc. (US3) to acquire necessary flow data to
develop a model that will be used to perform sewer
system analysis.

A hydraulic collection system model will be developed
and calibrated to evaluate existing and future wastewater collection performance. The model will assess:
• Existing gravity sewer capacities
• Sewer shed performance
• Flow conveyance limitations
• System bottlenecks
• Future growth impacts
• Capacity utilization
• Regulatory compliance considerations
The analysis will incorporate projected development
patterns, potential ADU growth, and population forecasts to evaluate future wastewater demands through the
planning horizon. Civiltec will be sure to coordinate
with the City’s planning department to obtain the latest data regarding population and anticipated ADU growth
within the service area.

Using model results and in close coordination with
City sewer system staff, we will identify facilities
approaching capacity limitations, evaluate overall
system reliability, and develop recommendations for
potential sewer system capital improvement program
projects. Collaboration with City operations and
maintenance personnel will be an important component
of this effort to incorporate institutional knowledge,
operational concerns, maintenance history, and known
system performance issues into the evaluation process.

Recommended capital improvement program projects
will be prioritized based on risk, capacity needs,
operational benefits, and implementation feasibility to support the City’s long-term wastewater infrastructure
planning objectives.

Hydraulic Modeling Tools and Technology
Hydraulic modeling will serve as a fundamental
component of the City’s long-term water and
wastewater infrastructure planning efforts. As part of
this project, separate calibrated hydraulic models will be developed for both the water distribution system and the wastewater collection system utilizing Autodesk’s
industry-leading modeling platforms, InfoWater Pro and
InfoWorks ICM, respectively. These modeling platforms
provide advanced analytical capabilities while allowing seamless integration with the City’s GIS and asset
management systems, Noble Systems, to support future
updates and ongoing system management.

Civiltec is proposing to create its hydraulic water model for the City’s water distribution system model utilizing InfoWater Pro. The final calibrated hydraulic water model will be used to evaluate system demands, pressures, fire flow capacity, storage operations, and overall system
reliability under existing and future conditions.

Since the City is requesting both the water and sewer
hydraulic models from the same vendor platform, the
Using diffuser for safe high-velocity
water discharge from hydrant.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 5 wastewater collection system model will be created
utilizing InfoWorks ICM. The final calibrated model will be used to assess sewer conveyance capacity, identify
potential surcharge or bottleneck conditions, evaluate
wet-weather system performance, and support future
capital improvement planning.

Development of both models will include:
• Asset verification and reconciliation
• Integration of available GIS, operational, and system data
• Demand and flow allocation
• Calibration using available operational and flow
monitoring data
• Existing condition and future condition simulations
• Identification of hydraulic deficiencies and
operational constraints
• Evaluation of recommended capital improvements
The calibrated models will provide the City with powerful planning and operational tools to support future
development, infrastructure replacement planning,
operational decision-making, and long-term capital
improvement programming.

Upon completion of the project, all model files,
supporting documentation, technical memoranda, and
training materials will be provided to the City. Hands-on training will also be conducted to ensure City staff can effectively utilize and maintain the models as living tools for ongoing system management and future planning
efforts.

Capital Improvement
Program Development
The master planning process culminates in the
development of a comprehensive capital improvement
program that transforms technical findings into an
actionable implementation strategy.

For both water and sewer systems, recommended
projects will include:
• Project description and purpose
• Deficiency addressed
• Planning-level cost estimate
• Recommended implementation timeframe
• Priority ranking
• Operational benefits
Projects will be organized into:

This structured approach allows the City to align
infrastructure investments with available funding and
evolving community needs as the City sees fit.

Coordination and Communication
A successful master planning effort requires continuous communication and collaboration. Our team will
maintain proactive coordination with City staff through:
• Project kick-off meeting
• Monthly progress meetings
• Regular budget and schedule updates
• Review meetings for each technical memorandum
• Final City Council presentation
Meeting agendas, action items, and decision logs
will be maintained throughout the project to ensure
transparency and accountability.

We believe the best master plans are developed through
partnership. By combining our technical expertise with
the institutional knowledge of City staff, we will develop practical and implementable Water and Sewer System
Facilities Master Plans that provide the City with a clear roadmap for infrastructure investment, operational
reliability, and long-term system sustainability.

Team and operator check-in before testing.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 6 Proposed Water Master Plan Chapters
Overall Deliverables
The City is requesting Technical Memorandum to be
created and provided to the City for review throughout
the development of each master plan. Below is a list of the Technical Memorandum Civiltec is envisioning to
provide the City as part of the review process during the duration of the master plans for effective communication and transparency.

Proposed Sewer System Facilities
Master Plan Chapters
For Both Water Master Plan and Sewer Master Plans
Existing Data Analysis
• Will contain a summary of the different documents
and existing data that will be provided to the winning
consultant in preparation of the two separate master
plans. This includes, but not limited to the existing
General Plan, permits of ADU construction, studies
on potential growth, past Sewer System Management

0. Executive Summary

1. Introduction

2. Study Area and Land Use

3. Water Demand Requirements

4. Existing Water System Analysis
Computer Model Hydraulic
Analysis Development

5. 6. Design Criteria

7. Existing Water System Evaluation

9. Capital Improvement Program
Future System Evaluation Based on
Development Growth

8. Computer Model Hydraulic
Analysis Development

5. 1. Introduction

2. Study Area and Land Use

3. Wastewater Flow Projections
Existing Wastewater Collection
System Evaluation

4. 6. Design Criteria

9. Capital Improvement Program
Existing Wastewater Collection
System Evaluation

7. Future Wastewater System
Evaluation

8. 0. Executive Summary
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 7 Plan (2022), 2007 Capacity Study, Urban Water
Management Plans, 2016 Water Master Plan, etc.
• This will contain an “Existing Facilities” spreadsheet were we will show all the attributes related to the
existing facilities in the water and sewer system to go over with City staff for confirmation and verification
prior to starting the Existing Water Systems or
Existing Wastewater Collection System Chapter
write-ups.
• City will receive five (5) hard copies and one
electronic copy (word/excel) to review.
• City comments will be incorporated into the Technical Memorandum for the final water master plan.

Existing Facilities Capacities and Reliability
• Will contain the initial capacity evaluation of the
City’s existing water facilities. This will be built off of the “Existing Data Analysis” Technical Memorandum.
• Will contain the initial capacity evaluation of the
City’s existing sewer facilities. This will be built off of the “Existing Data Analysis” Technical Memorandum.
• This Technical Memorandum will be created in
accordance with final chapters of each corresponding
master plan, as it will be critical for future demand
projections and future reliability of the water and
sewer systems.
• City will receive five (5) hard copies and one
electronic copy (word/excel) to review.
• City comments will be incorporated into the technical memorandum for the final sewer master plan
For Water Master Plan Only
Comprehensive Water Master
Plan Technical Memorandum #1
• This Technical Memorandum will contain the
proposed drafted chapters (Chapter 2 and 3)
Comprehensive Water Master
Plan Technical Memorandum #2
• This Technical Memorandum will contain the
proposed drafted chapters (Chapter 4 and 6)
• This will contain information on the City’s water
system-related data summarized under the “Existing
Data Analysis” Technical Memorandum that will
be provided to the City earlier in the anticipated
schedule.

Comprehensive Water Master
Plan Technical Memorandum #3
• This Technical Memorandum will contain the
proposed drafted chapters (Chapter 5, 7, and 8)
Comprehensive Water Master
Plan Technical Memorandum #4
• This Technical Memorandum will contain the
proposed drafted chapters (Chapter 0, 1, and 9)
The final water master plan will be a compilation
of the comprehensive water master plan Technical
Memorandum #1 through #4.

For Sewer Master Plan Only
Comprehensive Water Master
Plan Technical Memorandum #1
• This Technical Memorandum will contain the
proposed drafted chapters (Chapter 2 and 3)
Comprehensive Water Master
Plan Technical Memorandum #2
• This Technical Memorandum will contain the
proposed drafted chapters (Chapter 4 and 6)
• This will contain information on the City’s sewer
system-related data summarized under the “Existing
Data Analysis” Technical Memorandum that will
be provided to the City earlier in the anticipated
schedule.

Comprehensive Water Master
Plan Technical Memorandum #3
• This Technical Memorandum will contain the
proposed drafted chapters (Chapter 5, 7, and 8)
• This will contain information on the City’s sewer
system-related data summarized under the “Existing
Facilities Capacities and Reliability” Technical
Memorandum that will be provided to the City earlier
in the anticipated schedule.

Comprehensive Water Master
Plan Technical Memorandum #4
• This Technical Memorandum will contain the
proposed drafted chapters (Chapter 0, 1, and 9)
The final sewer master plan will be a compilation
of the comprehensive water master plan Technical
Memorandum #1 through #4.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 8 Water Master Plan
Phase 1. Project Management and Project Meetings
Task 1 – Project Management
Civiltec will provide overall project management and
coordination to ensure effective delivery of the Water
System Plan. This task includes managing communication, tracking milestones and schedules, coordinating project team activities, and preparing monthly progress
reports and updates to ensure alignment with the City’s expectations.

Task 2 – Kick-off Meeting
Civiltec will arrange and conduct a kick-off meeting with the City to discuss the goals and priorities of the study, introduce project team members, existing operational
issues and expected deliverables, key milestones, work
plans including tasks and objectives, as well as strategies to coordinate efforts regarding public engagement, and
schedule. It is preferred that the kick-off meeting be held in-person at City Hall.

It is anticipated that this kick-off meeting will involve the key members of our team and City operations and
management personnel. Our experience shows that a
thorough review of the system’s components, operating
procedures, and operating conditions is essential. This includes evaluating improvements implemented since
the previous Water Master Plan, identifying unique
features and operational challenges, assessing worstcase conditions experienced, and understanding where the City has identified the need for additional capacity or improved system performance.

Task 3 – Progress Meetings
The allocated hours include the Project Manager and
her team’s participation in monthly virtual progress
meetings with City staff to review project status, address questions, and support key decisions. Agendas will be
prepared in advance, and meeting notes and action items will be distributed following each meeting. Additional
hours are included for coordination meetings, whether
virtual or in person as needed, to address unforeseen
issues or study challenges.

Task 4 – Presentations for Board of Directors
Once the final Water System Master Plan is drafted,
Civiltec will facilitate adoption of the Water Master
Plan by assisting in developing and delivering a focused presentation to the City’s Board of Directors, City
Officials, and general public highlighting major findings and proposed capital improvements. We will also be
available to address questions and provide technical
clarification during or after the public meeting to support the successful adoption of the Water Master Plan.

Phase 2. Data Collection and Site Visits
Task 1 – Request for Information (RFI)
Before the kick-off meeting, we will issue a comprehensive RFI including all data needed for the preparation of the Water Master Plan. The RFI will indicate the required
information and the urgency of the information to the
master planning effort. For this task, we will also organize all data and the most recent planning studies received
from the City and provide an updated RFI spreadsheet
for tracking purposes.

We will also provide an additional RFI spreadsheet with data focused on the existing water system infrastructure.

This will be shared with the operator to jump-start
the Water Master Plan effort to ensure we are aware
of the latest additions or changes to the City’s water
system since its last Water Master Plan update. Civiltec will coordinate with the City to collect all field data or documentation that will benefit the construction of the City’s hydraulic water model.

Task 2 – Data Collection Review and Site Visits
Review of the past Water Master Plan, past Urban Water
Management Plans (UWMPs), the City’s latest General
Plan, SCADA records, operations/maintenance records,
policies, projects, billing data, and data from existing resources is essential in updating the Water Master
Plan. This task will be used to review all available data, records, and planning documents to ensure the Water
Master Plan will be comprehensive of the water system.

Hours will be allocated for Civiltec to perform site visits to collect data and meet with City staff to review operating parameters, obtain data for hydraulic modeling purposes, and discuss and suggest any possible or potential project areas operation staff believe need improvements or
additional development.

Task 3 – Field Fire Flow Test
Field testing will be performed at locations to be
determined in coordination with City staff. It is
understood that Civiltec will be on-site for one day
for field data collection throughout various locations
Scope and Tasks
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 9 within the City’s service area to perform field fire flow testing. Civiltec will provide the City with assistance in selecting optimal locations for gathering the data needed for calibration purposes. We will work with City staff to obtain available system operation parameters at the time of each flow test (i.e., pumps on/off and reservoir levels).

Task 4 – Design and Planning Criteria
Early in the planning process, Civiltec will prepare a
memorandum summarizing the City’s current Design
Criteria and Planning Criteria. We will review these
criteria to confirm that this update remains consistent with those used in the previous Water Master Plan. If
the City elects to revise its criteria, we will research prior planning efforts, applicable industry standards, and
compliance requirements, and present our findings for
discussion before initiating any system analysis.

We will work with City staff to establish and adopt
the Design Criteria and Planning Criteria to be used as a baseline for determining the adequacy of existing
infrastructure. This Technical Memorandum will be
incorporated as its own chapter in the overall Water
System Master Plan update effort.
• Design Criteria deals with parameters related to the
proper sizing and configuration of infrastructure
from a hydraulic point of view. The concepts of
system performance, system redundancy, regulatory
compliance, and emergency preparedness will be
built into the criteria.
• Planning Criteria deals with parameters related to
cyclical infrastructure refurbishment or replacement
due to age and condition. The primary concern of
Planning Criteria is to establish the practical service life of each system component and a performance
indicator to verify whether maintenance or
replacement will result in an economic benefit.

These performance indicators may include efficiency,
reliability, and maintenance history.

Phase 3. Existing Data Analysis
Task 1 – Land Use Analysis
We will acquire and review the latest Southern California Association of Governments (SCAG) Land Use Database
for Los Angeles County (Data from 2024) with regard
to those parcels served by the City. The SCAG Land
Use Database uses a Modified Anderson Land Use
Classification System, which represents actual and
specific land use based on aerial survey. An analysis of actual land use will reveal the number and type of vacant parcels to distinguish between the various permitted
land uses. We will identify potential development parcels for future system analysis.

Task 2 – Population Analysis
Based on publicly available data from the UWMP, United
States Census, the California Department of Finance
(DOF), and the SCAG, we will develop a model for
population growth for the next 25 years.

Phase 4. Water Demands
Task 1 – Analyze Demand Data
Civiltec will review the City’s available historical water consumption to determine current water system
demands. We will analyze demands for each pressure
zone as well as on an overall basis for future planning evaluations.

Task 2 – Water Duty Factors and Peaking Factors
After the land use analysis is complete, Civiltec will
re-evaluate the water demand factors calculated in
the previous Water Master Plan by utilizing recent
consumption data per water customer type and available
GIS parcel data. After reviewing the results with the City, we will revise the previous water duty factors, as needed, to reflect pending developments. Civiltec will develop
peaking factors comparing observed MDD and PHD to
ADD.

Task 3 – Water Demand Projections
Civiltec will develop water demand projections for
current and future conditions in 5-year increments until the year 2050. Both years 2045 and 2050 are widely
accepted as ultimate build out year as established by
Regional Planning. We will utilize population projections based on discussions with the City to assist in the
development of future water demand projections. The
growth projections and input from the City planning
department will be used to develop water demand
projections.

Task 4 – Diurnal Curves Based on Demands
Civiltec will develop diurnal demand curves to represent hourly variations in system water demand over a typical operating day for use in hydraulic modeling and system
evaluation. The diurnal curves will be used to better
characterize peak demand patterns, system peaking
behavior, and operational fluctuations beyond average
and maximum day conditions.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 10 The development of the diurnal curves will be based
on available system demand data provided by the City,
including historical production records, meter data,
or other relevant operational datasets. It is assumed
that the City will provide sufficient data to support
the development of representative diurnal patterns
for appropriate customer classes and/or system-wide
demand conditions. These curves will be incorporated
into the hydraulic model to support PHD simulations
and more refined operational analyses of system
performance.

Phase 5. Hydraulic Water Modeling
Task 1 – Construct Hydraulic Water Model
Civiltec understands that the City requires the consultant to construct its hydraulic water model from scratch.

Because no existing GIS-based water system database is
currently available, the model will be constructed using available CAD files, atlas maps, as-built drawings, record documents, and other pertinent system information
provided by the City. The model development effort
will include the compilation, review, and conversion of available mapping information into a digital hydraulic
network representation incorporating pipelines, storage reservoirs, pump stations, pressure regulating facilities, control valves, and other major system components.

Existing operational criteria, pressure zones, and system operating conditions will also be incorporated into the model setup.

Task 2 – Steady State Calibration
Following model construction, the hydraulic model will
be calibrated under steady-state operating conditions
to reasonably replicate existing system performance.

Calibration will utilize available operational, in-field fire flow test (Phase 2, Task 3), and field data provided by the City, including system pressures, flow records,
tank levels, pump operations, and any other available
monitoring information. Model calibration adjustments
may include refinements to pipe roughness coefficients, valve settings, and operational controls to improve
agreement between simulated and observed system
conditions. The calibrated model will serve as the basis for evaluating existing and future system performance
scenarios.

Task 3 – Demand Allocation
Civiltec will use billing data to allocate demands across the system. We will organize the available billing data per year over the study period as well as an overall
average per billing data account (meter). Once the data is organized as such, we will allocate the demands in the hydraulic model in a general distribution format and
identify top users based on billing data.

Allocation Method: General Distribution of Demands
while Identifying Top 10 to 15% Users. We would
identify the top 10 to 15% users and work with City
staff to determine the address of these specific billed meters. These specific demands would be allocated to
the nearest node in the constructed model, and then the remaining demands would be distributed evenly among
the demand nodes programmed.

Task 4 – Steady State Simulation Analysis
The calibrated hydraulic model will be utilized to
perform steady state simulation analyses under a range
of existing and projected operating conditions. Model
simulations will evaluate system pressures, pipeline
velocities, storage utilization, pump operations, and
available fire flow throughout the distribution system
under ADD, MDD, PHD, and MDD+FF conditions. The
simulation results will be used to identify hydraulic
deficiencies, operational constraints, low-pressure areas, high-pressure zones, and potential capacity limitations within the water distribution system.

To further assess system reliability and redundancy,
additional analyses will include pipe outage and pipe
break simulations to identify vulnerable system segments, operational bottlenecks, and areas with limited hydraulic redundancy. Findings from the hydraulic evaluations
will support the development of recommended system
improvements and future capital improvement projects
to enhance long-term system reliability, operational
performance, and infrastructure resilience.

Task 5 – InfoWater Pro Training
Following completion of the Water System Master
Plan and calibration effort, an InfoWater Pro training
workshop will be conducted for designated City staff
to provide instruction on the operation and application of the hydraulic model. The training will consist of a
minimum of eight (8) hours of hands-on instruction
and will include an overview of the model structure,
model assumptions, demand allocation methodology,
operational controls, calibration approach, and
simulation procedures. Training topics will also include model navigation, editing system components, updating
demands and infrastructure information, running
hydraulic simulations, reviewing model results, and
maintaining the model database for future planning and
operational use. The workshop will be conducted using
the finalized calibrated hydraulic model developed as
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 11 part of this project to provide City staff with practical experience and familiarity with the model platform and
functionality.

Phase 6. Distribution Water System Analysis
Task 1 – Production Infrastructure Analysis
Civiltec will evaluate the City’s existing water production and supply infrastructure, including groundwater wells, imported water connections, transmission mains, and
associated supply facilities, to assess available supply capacity and operational reliability under projected
demand conditions. The analysis will review existing
production capabilities and the ability of the production infrastructure to reliably meet current and future system demands. Existing transmission facilities conveying
water from supply sources into the distribution system
will also be evaluated to identify potential capacity
limitations and operational constraints.

Task 2 – Booster Pumping Analysis
Under this task, we will evaluate the performance
and operational reliability of the City’s booster
pumping facilities serving the water distribution
system. The analysis will include a review of available pump performance data, manufacturer pump curves,
operational records, and system operating conditions
to assess pumping capacity and operational efficiency
at each booster pump station facility to meet projected demand and pressure requirements. The evaluation
will identify possible operational deficiencies and aging infrastructure concerns that may affect the ability to
maintain a reliable system operation under existing and future demand conditions.

Task 3 – Storage Analysis
We will evaluate the City’s existing water storage facilities to assess available operational, equalization, fire flow, and emergency storage capacity relative to existing and projected system demands. Existing storage capacity
will be evaluated to determine whether current facilities adequately support system reliability, emergency
preparedness, and fire protection requirements under
existing, near-term, and long-term demand conditions.

Task 4 – Additional Supply Source and
Emergency Interconnection Analysis
Civiltec will evaluate the City’s additional water
supply sources and emergency interconnections to
assess system redundancy, emergency preparedness,
and supplemental supply reliability. The analysis will
identify and document all emergency and backup
supply infrastructure, including interconnections with
neighboring water agencies. For each supply source or
interconnection, the evaluation will summarize facility location, flow direction, available capacity, operational limitations, governing agreements (if available from the City), and historical usage information. The assessment will also evaluate the ability of these facilities to
supplement system demands during emergency, outage,
or peak demand conditions.

Phase 7. Future Water System Analysis
Task 1 – Near-Term Water Analysis
The calibrated hydraulic water model will be utilized to evaluate near-term water system performance based
on projected growth, anticipated development, and
planned system demands within the City’s planning
horizon. Near-term demand projections and planned
infrastructure improvements will be incorporated into
the hydraulic model to assess system performance under
projected operating conditions. The analysis will identify potential hydraulic deficiencies, operational constraints, and localized capacity limitations that may occur under near-term buildout conditions.

Task 2 – Long-Term Water Analysis
Future water demands will be projected and allocated
throughout the distribution system based on anticipated land use growth, planned development areas, and
projected population increases provided by the City or
identified in applicable planning documents. Hydraulic
simulations will be conducted to evaluate long-term
system performance under various demand scenarios
and operating conditions. The analysis will identify future pressure deficiencies, transmission constraints, storage limitations, and operational challenges that may impact the reliability and capacity of the water distribution
system at ultimate buildout conditions.

Task 3 – Long-Term Infrastructure Recommendations
Based on the results of the near-term and long-term
hydraulic analyses, recommendations for future water
system infrastructure improvements will be developed
to address identified deficiencies and support projected system demands. Recommended improvements may
include new transmission and distribution pipelines,
storage facilities, pump station improvements, pressure zone modifications, pressure regulating facilities, and other operational or capacity-related improvements
necessary to maintain system reliability and regulatory performance criteria. Improvement recommendations
will be prioritized based on system needs, operational
benefits, and implementation timing considerations
to support future capital improvement planning and
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 12 phased system expansion under the capital improvement
program phase (Phase 8).

Phase 8. Capital Improvement Program Development
Task 1 – Identify Deficiencies
Based on hydraulic evaluation and water system analysis, we will identify system deficiencies and recommend
mitigation as a series of projects and programs. Each
project or program will be discussed individually and
include a description, justification, priority, phasing, cost estimate, and map showing its extent. As applicable, project descriptions may also include opportunities
for synergy, alternative solutions, qualification for
alternative funding options, and recommendations for
field verification or further study.

We will prepare a prioritized capital improvement
project list of water system improvements categorized
as high, medium, or low priority, in coordination with
the City’s team. In collaboration with City staff, we will ensure capital improvement projects address water
system needs, including upgrades, renewal, replacement, and facility improvements.

If a proposed project needs to be placed in a category
other than those identified, we will coordinate with the City to ensure the Water Faci Master Plan update includes a comprehensive and appropriately categorized list of
capital improvement projects.

Task 2 – Cost Estimate Framework
Civiltec will develop a cost estimate framework to
support the capital improvement project planning-level
evaluation. The framework will establish consistent
assumptions for typical improvements, such as pipe
replacement/upsize, new mains, additional booster
pumps, pressure reducing valve modifications, etc. We
will define a cost estimate framework for unit costs,
contingencies, and escalation assumptions to discuss
with the City prior to finalizing estimates.

This task is intended to provide potential planning costs and is not intended to replace detailed engineering cost estimates.

Task 3 – Prioritization and Presentation of the Capital Improvement Program
Civiltec will prepare a presentation summarizing model
findings, identified deficiencies, and recommended
capital improvement projects. Once the capital
improvement projects are displayed graphically, our
team, along with City staff, will be able to discuss
together how to potentially combine some projects
for constructability purposes. We will evaluate and
recommend based on priority. We will provide a
tabular format budget that would detail justifications.

Communication and collaboration between the City and
Civiltec will be critical for this task.

The presentation will be suitable for staff review and
public-facing meetings, and will include clear figures, maps, and key takeaways based on the City’s input.

We will present the capital improvement program
in tabular form by type in accordance with the City’s
preferences for organization and budgeting.

Task 4 – Develop 5-year, 10-year, and 25-year Capital
Improvement Program Schedule
Civiltec will prepare comprehensive 5-year, 10-year,
and 25-year capital improvement projects schedules to
implement the recommendations of the Water Master
Plan. The capital improvement projects schedules
will prioritize, phase, and develop planning-level
cost estimates for capital improvements necessary
to maintain regulatory compliance, ensure system
reliability, accommodate projected growth, water system operation needs, and enhance long-term resiliency.

Phase 9. Water Master Plan Preparation
Task 1 – Draft Water Master Plan Report
To facilitate a phased review process and allow for
City input throughout preparation of the Water Master
Plan, Civiltec will prepare and submit four (4) separate Technical Memorandum during the course of the project.

Each Technical Memorandum will contain a combination
of relevant chapters and technical analyses associated
with specific project phases and planning elements. The Technical Memoranda will be provided in Microsoft Word
format and PDF format for City review and comment
before compilation into the complete draft Water Master Plan document.

Civiltec will coordinate with the City to address comments and incorporate revisions, as necessary, following review of each Technical Memorandum. Upon completion of the
Technical Memorandum review process, all chapters,
analyses, exhibits, and appendices will be consolidated into a comprehensive draft Water Master Plan report. The complete draft report will be submitted electronically in both PDF and Microsoft Word formats to facilitate City
review and comment, with sufficient time incorporated
into the project schedule for review and feedback.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 13 Task 2 – Final Water Master Plan Report
The Final Water Master Plan will incorporate revisions
and comments provided by the City during review of
the Technical Memoranda and draft Water Master Plan
report to ensure accuracy, clarity, and consistency with the City’s objectives and planning criteria. Civiltec
will prepare and submit a comprehensive final Water
Master Plan in electronic PDF format, including all
supporting exhibits, figures, appendices, and technical documentation. Electronic deliverables will also include original Microsoft Word and Microsoft Excel files, GIS
mapping files, and hydraulic model data files developed as part of the project.

Physical deliverables will include ten (10) printed
and bound copies of the final Water Master Plan,
including all corresponding appendices and supporting
documentation. A USB drive containing all calculations, technical data, model files, GIS data, and supporting
electronic documentation associated with the Water
Master Plan will also be provided as part of the final
project submittal.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 14 Deliverables
• Technical Memorandums
Containing Drafted Chapters,
Final Water Master Plan,
Corresponding Appendices,
etc.
• All Supporting Spreadsheet
Analysis and Data Files
• Fully Calibrated InfoWater Pro
Water Model

9. CIP and Schedule
• Cost Estimating Framework
• Capital Improvement Program
Prioritization (optional)
• Capital Improvement Program
(5, 10, and 25-year horizon) Schedule

8. Identifying
Deficiencies
• Run Various Steady State
Scenarios
• Utilize the City’s Design
Criteria to Determine
Deficiencies in the System
• Evaluate Existing and Future
Water System Deficiencies

7. Calibration Effort
• Fire Flow Tests
• System Pressure Transmitter
Reads
• Control Valve Settings
• Discussions with Operators to
Review Trouble Areas

6. Scenario
Development
• Allocate Demands Using Best
Practices
• Create Various Data Sets
• Create Various Steady State
Modeling Scenarios

5. Demand Analysis
• Review Billing Data
• Sort Data Utilizing Pivot Tables
• Develop Peaking Factors
• Develop Diurnal Curves for
Pressure Zones (and per
Water User Type if approved)
• Develop Demand Projections

3. Potable Water
Model Update
• Convert Existing Atlas/CAD
Files to Geodatabase Files
• Fill in Attributes Based on
Available Data
• Create Baseline Scenario
• Check Grid Connectivity
• Review/Update Elevations
using DEM

4. Field Investigation
• Field Investigations with
Operators to Learn the Water
System
• Perform In-Field Fire Flow
Tests
• Obtain Max Days

2. Kick-off & Research
• Attend Kick-off Meeting in
Person
• Request Information
• Review Documents and Data

1. Civiltec’s Approach for Water at a Glance
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 15 Sewer System Facilities Master Plan
Phase 1. Project Management and Project Meetings
Task 1 – Project Management
Civiltec will provide overall project management and
coordination to ensure effective delivery of the Water
Master Plan. This task includes managing communication, tracking milestones and schedules, coordinating project team activities, and preparing monthly progress
reports and updates to ensure alignment with the City’s expectations.

Task 2 – Kick-off Meeting
Civiltec will arrange and conduct a kick-off meeting with the City to discuss the goals and priorities of the study, introduce project team members, existing operational
issues and expected deliverables, key milestones, work
plan including tasks and objectives, as well as strategies to coordinate efforts regarding public engagement, and
schedule. It is preferred that the kick-off meeting be held in-person at City Hall.

It is anticipated that this kick-off meeting will involve the key members of our team and City operations and
management personnel. Our experience shows that a
thorough review of the system’s components, operating
procedures, and operating conditions is essential. This includes evaluating improvements implemented since
the previous Water Master Plan, identifying unique
features and operational challenges, assessing worstcase conditions experienced, and understanding where the City has identified the need for additional capacity or improved system performance.

Task 3 – Progress Meetings
The allocated hours include the Project Manager and
her team’s participation in monthly virtual progress
meetings with City staff to review project status, address questions, and support key decisions. Agendas will be
prepared in advance, and meeting notes and action items will be distributed following each meeting. Additional
hours are included for coordination meetings, whether
virtual or in person as needed, to address unforeseen
issues or study challenges.

Task 4 – Presentations for Board of Directors
Once the final Sewer System Facilities Master Plan is
drafted, Civiltec will facilitate adoption of the Sewer System Facilities Master Plan by assisting in developing and delivering a focused presentation to the City Board of Directors, City Officials, and general public highlighting major findings and proposed capital improvements. We
will also be available to address questions and provide technical clarification during or after the public meeting to support the successful adoption of the sewer master
plan.

Phase 2. Data Collection and Site Visits
Task 1 – Request for Information (RFI)
Before the kick-off meeting, we will issue a comprehensive RFI including all data needed for the preparation of
the Sewer System Facilities Master Plan. The RFI will
indicate the required information and the urgency of
the information to the master planning effort. For this task, we will also organize all data and the most recent planning studies received from the City and provide an
updated RFI spreadsheet for tracking purposes.

We will also provide an additional RFI spreadsheet with data focused on the existing water system infrastructure.

This will be shared with the operator to jump-start the creation of the Sewer System Facilities Master Plan.

Civiltec will coordinate with the City to collect all field data or documentation that will benefit the update of the City’s sewer model.

Task 2 – Data Collection Review and Site Visits
Review of existing City planning documents, technical
reports, and operational records is essential to support development of the Sewer System Facilities Master
Plan. This includes evaluation of the City’s most recent 2022 Sanitary Sewer Management Plan, the City’s
General Plan, SCADA data, operations and maintenance
records, existing policies and procedures, previously
implemented capital improvement projects, billing data, and other available system information. This task will
ensure that all relevant data sources are incorporated
into a comprehensive understanding of the sanitary
sewer collection system and its planning context.

This task also includes coordination and site visits
by Civiltec staff to collect field information, verify
system conditions, and meet with City operations and
maintenance personnel. During these visits, operational parameters will be reviewed, additional data required
for hydraulic modeling will be identified and obtained, and potential system deficiencies or improvement
opportunities will be discussed based on staff input and field observations.

Task 3 – Flow Monitoring Services
Flow monitoring services will be performed by our
subconsultant, US3, to collect wastewater flow data
necessary to support hydraulic model calibration,
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 16 flow projection verification, and system performance
evaluation. The monitoring program will include the
installation, operation, and maintenance of temporary
flow monitoring equipment at selected locations
throughout the wastewater collection system, including
major trunk sewers, basin boundaries, and targeted
areas of interest.

Continuous flow monitoring data will be collected over
an anticipated monitoring period to capture both dryweather and wet-weather conditions. Services will include equipment installation, routine inspection and
maintenance, data validation, and quality assurance/
quality control (QA/QC) procedures to ensure reliable
and accurate data collection. Rainfall data will be
collected concurrently to support infiltration and inflow (I / I) evaluation.

Collected flow data will be processed and analyzed to
develop representative flow characteristics, peaking
factors, and diurnal flow patterns for use in the sewer system hydraulic model and master planning effort.

A Technical Memorandum summarizing monitoring
locations, methodologies, data findings, and flow
analysis results will be prepared upon completion of the monitoring program.

Task 4 – Design and Planning Criteria
Civiltec will develop and document the Design and
Planning Criteria to be used for evaluation of the
City’s sanitary sewer collection system as part of the
Sewer System Facilities Master Plan. These criteria
will establish the technical basis for assessing existing system capacity and identifying future infrastructure
needs under existing, near-term, and long-term (buildout) conditions.

The Design and Planning Criteria will be developed in
coordination with the City and will reflect applicable
regulatory requirements, industry standards, and
established engineering practices for sanitary sewer
systems. Criteria will include, at a minimum, design
flow methodologies, peaking factors, I /I assumptions,
minimum and maximum velocity requirements,
allowable pipe capacity thresholds, manhole surcharge
criteria, and freeboard or allowable depth-to-diameter
limits under peak wet weather flow conditions.

The criteria will also define hydraulic modeling
assumptions, including flow allocation methods,
tributary area delineation, and demand characterization for sanitary sewer flows. These standards
will be used consistently throughout the sewer system
evaluation to ensure uniformity in analysis, identification of deficiencies, and development of recommended capital improvement projects.

Phase 3. Existing Data Analysis
Task 1 – Land Use Analysis
We will acquire and review the latest Southern
California Association of Governments (SCAG) Land Use
Database for Los Angeles County (Data from 2024) with
regard to those parcels served by the City. The SCAG
Land Use Database uses a Modified Anderson Land
Use Classification System, which represents actual and
specific land use based on aerial survey. An analysis of actual land use will reveal the number and type of vacant parcels to distinguish between the various permitted
land uses. We will identify potential development parcels for future system analysis.

Task 2 – Population Analysis
Based on publicly available data from the Urban Water
Management Plan, United States Census, the California
(DOF), and the (SCAG), we will develop a model for
population growth for the next 25 years.

Phase 4. Wastewater Flow Projections
Task 1 – Wastewater Flow Analysis
Civiltec will evaluate existing wastewater flows within the City’s gravity-fed wastewater collection system using available flow monitoring data, billing records, land
use information, population data, and corresponding
historical planning documents. Existing average day,
maximum day, and peak wet weather flow conditions will
be estimated by sewer shed and major drainage basin to
establish baseline wastewater loading conditions for the sewer model. The analysis will also consider historical flow trends, (I/I) indicators, and projected land use
conditions identified in the City’s General Plan and
planned development areas.

Task 2 – Dry and Wet Weather Flow Ratios and Peaking
Factors
Civiltec will develop dry weather peaking factors and wet weather flow ratios for use in the hydraulic sewer model and future capacity evaluations. Peaking factors will
be established based on industry standards, available
monitoring data, sewer basin characteristics, and the
operational history of the City’s collection system. Wet weather response factors will be evaluated to estimate
potential increases in flow resulting from rainfalldependent I/I. These factors will be incorporated into both existing and future condition model simulations.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 17 Phase 5. Sewer Modeling
Task 1 – Construct Sewer Model
We will develop a comprehensive hydraulic sewer model
of the City’s gravity-fed wastewater collection system
using InfoWorks ICM software. The model will incorporate available GIS data, sewer atlas mapping, record drawings, manhole information, pipe characteristics, and available operational records. The model will include gravity
sewer mains, manholes, and key system connections
necessary to evaluate hydraulic performance throughout
the collection system. Model development will include
assignment of wastewater loading, delineation of sewer
basins, and establishment of existing system operating
conditions.

Task 2 – Calibrate Sewer Model
After the construction of the sewer model, Civiltec
will calibrate the hydraulic model using available flow monitoring data (obtained under Phase 2, Task 3),
operational records, maintenance history, and known
system performance characteristics. Calibration efforts will focus on matching modeled flow depths and flow
rates to observed system behavior under representative
dry weather and wet weather conditions to the extent
data is available. Model parameters may be adjusted as
necessary to achieve reasonable agreement between
modeled and observed conditions for planning-level
analysis.

Task 3 – Simulation Analysis
Civiltec will perform hydraulic simulations of the
wastewater collection system under existing and
projected future flow conditions. The analysis will
evaluate pipe capacities, surcharge conditions, hydraulic bottlenecks, and operational deficiencies throughout
the gravity sewer network. Simulation scenarios may
include average dry weather flow, peak dry weather flow, and peak wet weather flow conditions to identify system limitations and prioritize future improvements.

Task 4 – InfoWorks ICM Training
As requested, Civiltec will provide introductory training to designated City staff on the use and functionality of the InfoWorks ICM hydraulic model. Training will include an overview of model structure, navigation, input data
organization, simulation setup, and review of model
results. The purpose of the training will be to familiarize City staff with the model framework and support future
system planning and operational understanding.

Phase 6. Wastewater Collection System Evaluation
Task 1 – Existing Wastewater Collection System Evaluation Civiltec will evaluate the overall condition and hydraulic performance of the City’s existing gravity-fed wastewater collection system using available GIS information,
maintenance records, Sewer System Facilities
Management Plan documentation, CCTV inspection
data (if available), and results from the hydraulic
model analysis. The evaluation will identify known
operational concerns, recurring maintenance issues,
capacity constraints, and areas potentially susceptible to infiltration and inflow or surcharge conditions.

Task 2 – Gravity Sewer Main Capacity Analysis
Civiltec will perform a capacity analysis of the City’s gravity sewer mains using the calibrated hydraulic
model. The analysis will evaluate pipe utilization and
available capacity under existing and projected flow
conditions. Sewer mains operating near or above
acceptable planning criteria will be identified for further review and consideration of future improvements. The
evaluation will focus on identifying hydraulic deficiencies, undersized pipelines, and potential system bottlenecks
affecting overall collection system performance.

Phase 7. Future Wastewater Collection System
Task 1 – Near-Term Wastewater Analysis
Civiltec will evaluate projected near-term wastewater
flows associated with anticipated development,
redevelopment, and planned land use changes within
the City. The analysis will incorporate available planning data, projected population trends, and anticipated
changes in wastewater generation to assess the impacts
on the existing wastewater collection system under
interim planning horizon conditions.

Task 2 – Long-Term Wastewater Analysis
In addition to the near-term wastewater analysis, Civiltec will evaluate long-term wastewater flow projections
based on the City’s General Plan, anticipated buildout
conditions, demographic projections, and future land
use assumptions. Future flow projections will be
incorporated into the hydraulic model to evaluate the
long-term capacity and performance of the gravity sewer system under projected ultimate buildout conditions.

Task 3 – Long-Term Infrastructure Recommendations
Based on the hydraulic modeling and collection
system evaluations, we will develop planning-level
recommendations for future wastewater collection
system improvements necessary to maintain acceptable
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 18 system performance under projected future conditions.

Recommendations may include gravity sewer
upsizing, replacement of deficient pipelines, manhole
improvements, rehabilitation projects, and other
capital improvements intended to improve system
reliability, hydraulic capacity, and long-term operational performance. Planning-level opinions of probable
construction costs will be prepared for recommended
capital improvement projects.

Phase 8. Capital Improvement Program Development
Task 1 – Identify Deficiencies
Civiltec will use the calibrated sewer hydraulic model
and established planning criteria to identify existing
and future deficiencies within the City’s gravity-fed
wastewater collection system. This task will include
evaluating gravity sewer mains, manholes, and
other gravity collection system components under
applicable dry weather and wet weather flow scenarios.

Model results will be reviewed to identify capacity
constraints, surcharging, excessive depth-to-diameter
ratios, insufficient freeboard, high-velocity conditions, bottlenecks, and other hydraulic or operational
deficiencies. Identified deficiencies will be documented and mapped to support development of targeted
capital improvement projects, including gravity sewer
main upsizing, rehabilitation, replacement, manhole
improvements, and other system upgrades needed to
improve conveyance capacity, reliability, and long-term performance.

Task 2 – Cost Estimate Framework
Civiltec will develop a cost estimate framework to support planning-level evaluation of recommended wastewater
collection system capital improvement projects. The
framework will establish consistent assumptions
for typical gravity sewer system improvements,
including gravity sewer replacement or upsizing, new
sewer mains, manhole rehabilitation or replacement,
pipeline rehabilitation, bypass pumping, traffic control, pavement restoration, and other appurtenant work.

We will define planning-level unit costs, contingency
factors, engineering and administrative allowances, and escalation assumptions for review with the City before
finalizing capital improvement projects cost estimates.

This task is intended to provide consistent planning-level costs for budgeting, prioritization, and phasing purposes and is not intended to replace detailed engineering cost estimates prepared during final design.

Task 3 – Prioritization and Presentation of the Capital Improvement Projects
Civiltec will prepare a presentation summarizing model
findings, identified deficiencies, and recommended
capital improvement projects. Once the capital
improvement projects are displayed graphically, our
team, along with City staff, will be able to discuss
together how to potentially combine some projects
for constructability purposes. We will evaluate and
recommend based on priority. We will provide a
tabular format budget that would detail justifications.

Communication and collaboration between the City and
Civiltec will be critical for this task.

The presentation will be suitable for City staff review and public-facing meetings, and will include clear figures, maps, and key takeaways based on the City’s input.

We will present the capital improvement projects in
tabular form by type in accordance with the City’s
preferences for organization and budgeting.

Task 4 – Develop 5-year, 10-year, and 25-year CIP Schedule Civiltec will prepare comprehensive 5-year, 10-year,
and 25-year capital improvement project schedules to
implement the recommendations of the Sewer System
Facilities Master Plan. The capital improvement project schedules will prioritize, phase, and develop planninglevel cost estimates for capital improvements necessary to maintain regulatory compliance, ensure system
reliability, accommodate projected growth, wastewater
system operation needs, and enhance long-term
resiliency.

Phase 9. Sewer System Facilities Master
Plan Preparation
Task 1 – Draft Sewer System Facilities Master Plan Report To facilitate a phased review process and allow for City input throughout preparation of the Sewer System
Facilities Master Plan, Civiltec will prepare and submit four (4) separate Technical Memoranda during the
course of the project. Each Technical Memorandum will
contain a combination of relevant chapters and technical analyses associated with specific project phases and
planning elements. The Technical Memoranda will be
provided in Microsoft Word format and PDF format
for City review and comment before compilation into
the complete draft Sewer System Facilities Master Plan
document.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 19 Civiltec will coordinate with the City to address comments and incorporate revisions, as necessary, following review of each Technical Memorandum. Upon completion of the
Technical Memorandum review process, all chapters,
analyses, exhibits, and appendices will be consolidated into a comprehensive draft Sewer System Facilities
Master Plan report. The complete draft report will be
submitted electronically in both PDF and Microsoft Word formats to facilitate City review and comment, with
sufficient time incorporated into the project schedule for review and feedback.

Task 2 – Final Sewer System Facilities Master Plan Report The Final Sewer System Facilities Master Plan will
incorporate revisions and comments provided by the
City during review of the Technical Memoranda and
draft Sewer System Facilities Master Plan report to
ensure accuracy, clarity, and consistency with the City’s objectives and planning criteria. Civiltec will prepare and submit a comprehensive Final Sewer System Facilities
Master Plan in electronic PDF format, including all
supporting exhibits, figures, appendices, and technical documentation. Electronic deliverables will also include original Microsoft Word and Microsoft Excel files, GIS
mapping files, and sewer model data files developed as
part of the project.

Physical deliverables will include ten (10) printed
and bound copies of the Final Sewer System Facilities
Master Plan, including all corresponding appendices
and supporting documentation. A USB drive containing
all calculations, technical data, model files, GIS data, and supporting electronic documentation associated with the Sewer System Facilities Master Plan will also be provided as part of the final project submittal.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 20 Deliverables
• Technical Memorandums
Containing Drafted Chapters,
Final Sewer System Facilities
Master Plan, Corresponding
Appendices, etc.
• All Supporting Spreadsheet
Analysis and Data Files
• Fully Calibrated InfoWorks ICM
Model for Sewer Analysis.

9. Capital Improvement
Program and Schedule
• Cost Estimating Framework
• Capital Improvement Program
Prioritization
• Capital Improvement Program (5,
10 and 25-year horizon) Schedule

8. Identifying
Deficiencies
• Run Sewer Model Scenarios
• Utilize City Design Criteria to
Determine Deficiencies in the
System
• Evaluate Existing and Future
Water System Deficiencies

7. Calibration Effort
• Utilizing Flow Monitoring Data
• Adjusting Parameters (base
loads, iurnal patterns, pipe
roughness)
• Segmenting System
• Create Dry and Wet Weather
Scenarios

6. Sewer System
Evaluation
• Delineate Sewer Sheds
• Evaluate Gravity Main Capacities
• Assess Existing and Future
Capacity deficiencies

5. Wastewater Flow
Projections
• Analyze Historical Wastewater
Flows
• Develop Per Capita and EDU Flow
Factors
• Estimate ADWF, MDDWF, PDDWF
• Estimate Wet Weather Peak
Flows and Peaking Factors

3. Sewer Model Update
• Convert Existing Files to Update
Newest Sewer Modeling Files
(InfoWorks ICM Sewer)
• Create a GIS-compatible Sewer
Model
• Incorporate Available Sewer
Data
• Provide training to City staff

4. Field Investigation
• Field Investigations with Sewer
Operators
• Flow Monitoring Services – In
Field

2. Kick-off & Research
• Attend Kick-off Meeting in
Person
• Request for Information
• Review Previous Sewer System
Facilities Master Plan, Sewer
Evaluation and Other Related
Documents for Sewer
• Establish Sewer Flow Criteria

1. Civiltec’s Approach for Sewer at a Glance
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 21 Established in 1986 as a “C Corporation”, Civiltec built a reputation for innovative, cost-effective engineering solutions that support sustainable infrastructure to enhance community resilience. We continue to serve communities within six offices supported by 59 top-notch professionals in Upland, Monrovia (headquarters), and Fullerton, CA and Peoria, Phoenix, and Prescott, AZ. Our diverse team is dedicated to early communication and troubleshooting, ensuring the avoidance of potential construction delays and cost overruns. Our corporate leadership consists of five industryleading professionals: W. David Byrum, PE, President; Chris Dusza, PE, CFM, Vice President; C. Shem Hawes, PE, Principal; David Song, PE, Principal; and Andrew Shroads, PE, CFM, Principal.
“The Civiltec perk is that we are not too big or small meaning we can be there as needed in an efficient and affordable fashion to guarantee depth, quality, and adherence to schedules and budgets.”

SERVICES

WATER ENGINEERING
SINCE 1992

WASTEWATER ENGINEERING
SINCE 1996

ELECTRICAL/CONTROLS

ENGINEERING
SINCE 2018

TRANSPORTATION

ENGINEERING
SINCE 2018

DRAINAGE ENGINEERING
SINCE 1996

CIVIL ENGINEERING
SINCE 1986

CONSTRUCTION MANAGEMENT
SINCE 1986

SURVEYING AND MAPPING
SINCE 1986
Company Profile
W. David Byrum, PE - President
48 Years in Engineering 33 Years with Civiltec
Chris Dusza, PE, CFM - Vice President
32 Years in Engineering 29 Years with Civiltec
Shem Hawes, PE - Principal, Principal Engineer
24 Years in Engineering 19 Years with Civiltec
David Song, PE - Principal, Principal Engineer
22 Years in Engineering 20 Years with Civiltec
Andrew Shroads, PE, CFM - Principal, Sr. Project Manager 19 Years in Engineering 19 Years with Civiltec
Office location that will lead the work

MONROVIA OFFICE (HQ)
605 E. Huntington Drive, Suite 206, Monrovia, CA 91016
P: 626.357.0588
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 22 Value Added Experience in Project Management
Providing quality project management and professional surveying and engineering is our focus on every project.

We strive to achieve a balance between form and function, budgets and best solutions, and passion and practicality.

Knowledge and communication are what we believe to be the foundation for successful problem avoidance and decisive problem resolution. Civiltec promotes thorough decision-making processes based on the consensus of ideas and information from the entire team. This helps to ensure that sound and intelligent recommendations and solutions are identified so the project has the best chance for success.

We utilize the most up to date technologies to manage the production of our projects simultaneously. Based on manhour estimates and staff availability, project schedules are established for every task using Microsoft Project. These schedules are used to communicate with our clients and staff, so all expectations and budgets are met. To ensure project resource availability we conduct weekly project manager meetings to review project status and resource utilization.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 23 Qualifications of Personnel
Personnel in our Monrovia office are experienced surveyors, public works engineers, construction managers and qualified observation staff with combined 399 years of technical experience. Our proposed staff’s availability ranges from 30%-40% leaving availability for your projects. All work assigned to us will be managed out of this office. Key staff proposed will not be reassigned or replaced without your prior written authorization. Civiltec is committed to building the right team for each project, tailored to your specific needs. An organizational chart of our proposed team is shown below followed by key team member’s qualifications. Two-page resumes are included as an Appendix.

GRETEL OCHOA-NHAC, PE | PROJECT MANAGER
Gretel has 14+ years of civil engineering experience,
including 12+ years with Civiltec, specializing in water system modeling, updates, and calibration. She is a trusted, go-to advisor for clients, known for maintaining accurate, defensible models that support sound planning and operational decisions.

Her experience includes water modeling and hydraulic analysis using InfoWater, with leadership on more than 50 water system models, 19+ water master plans (WMP), and 10 Urban Water Management Plans (UWMP), as well as 10-, 20-, and 50-year capital improvement program (CIP) planning efforts. Her work focuses on model updates, calibration, validation, and scenario analysis to ensure systems remain current and aligned with future demands.

Gretel takes a methodical, collaborative approach to project delivery, coordinating closely with internal teams, stakeholders, and clients to maintain schedules and deliver high-quality results. Her background also includes pipeline and roadway design, water audits, system validations, construction management support, and staff training in InfoWater, InfoWater Pro, ArcGIS, Global Mapper, and Civil 3D, strengthening client confidence through consistency, trust, and results.

Education
M.S. Civil Engineering with Emphasis in
Transportation Engineering, California State
Polytechnic University, Pomona, 2015
B.S. Civil Engineering, California State
Polytechnic University, Pomona, 2012
Registrations
Professional Civil Engineer California No.
91903
Recent Relevant Experience
• 2025 La Cañada Irrigation District
WMP Update
• 2025 Covina WMP
• 2021 Pico Water District WMP
Level of effort: 60%

ORGANIZATIONAL CHART

PROJECT LEADERSHIP

PROJECT SUPPORT

DAVID SONG, PE TIM KWAN, PE
GRETEL D. OCHOA-NHAC, PE
Project Manager
W. DAVID BYRUM, PE
Principal-in-Charge

JACQUELINE TRUJILLO
Engineering Associate

JOSE TORRES
Engineering Associate

JOSUE MAYORGA
Engineering Associate

QA/QC PROJECT ENGINEERS
US3
Flow Monitoring Services
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 24 W. DAVID BYRUM, PE | PRINCIPAL-IN-CHARGE
David is President/CEO and Principal Engineer of
Civiltec. David has 48+ years (33+ with Civiltec) of
experience as a systems planner, design engineer,
project manager, principal engineer, and construction
manager. He is an expert in the planning and design of water distribution and transmission pipelines, water treatment plants, booster pumping stations, steel and concrete reservoirs, groundwater wells, specialty valving stations, wastewater lift stations, flow equalization stations, wastewater treatment plants, storm drains, and street improvement projects. He also prepares regulatory agency compliance reports and technical studies to ensure water and wastewater purveyors remain in compliance with current regulations. David serves as an expert witness and has been involved in several cases centered on water industry issues, including the Chromium 6 Pacific Gas and Electric (PG&E) case for 6 years.

TIMOTHY KWAN, PE | PROJECT ENGINEER
Timothy has 7+ years (all with Civiltec) of hydraulic
modeling and water engineering experience. He
has updated existing models, calibrated models,
troubleshoot models, and created operational
scenarios, steady state, simulations models, and CIP impact models. In addition, he routinely creates extended period scenarios, produces fire flow results, and provides future system modeling results that ultimately help create CIPs that benefit the client’s water system. Timothy has been involved in 55+ different hydraulic modeling projects, including water and wastewater systems. He has participated in 15+ WMPs while at Civiltec serving as a key member of Gretel’s team. His software experience includes InfoWater Pro, WaterGEMS, and ArcGIS..

Education
B.S., Civil Engineering, California State
Polytechnic University, Pomona, 2020
Registrations
Professional Civil Engineer California No. 95525
Select Relevant Experience
• 2025 La Cañada Irrigation District WMP
Update
• 2025 Covina WMP
• 2021 Pico Water District WMP
Level of effort: 65%
DAVID SONG, PE | QA/QC
David has 22+ years (20+ with Civiltec) of engineering
experience. His expertise is in potable water
infrastructure design, engineering, and management.

His typical responsibilities include project management and supervision of design staff, client correspondence, management of project budgets and schedules, technical writing and planning, hydraulic analysis and modeling, developing contract bid documentation, preparing specifications and cost estimates, construction management and performing project plan checks. Mr. Song has been responsible for the design and project management of more than 400,000 linear feet of distribution and transmission pipelines and construction traffic control plans, pump stations, wells, and reservoirs.

Education
B.S. Civil Engineering, University of California,
Los Angeles, 2004
Registrations
Professional Civil Engineer California No. 76613
Select Relevant Experience
• 2025 La Cañada Irrigation District WMP
Update
• 2021 Pico Water District WMP
• 2020 La Verne WMP
Level of effort: 20%
Education
B.S. Mechanical Engineering, University of
California, 1977
A.S. Electro-Mechanical Engineering,
Western Texas College, 1974
Registrations
Professional Civil Engineer California
No. 43296
Select Relevant Experience
• 2025 Covina WMP
• 2021 Pico Water District WMP
• Kachina Village Improvement District WMP
Level of effort: 25%
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 25 JACQUELINE TRUJILLO | ENGINEERING ASSOCIATE
Jacqueline is a recent college graduate. Her previous
projects during her senior year included redesign and
redevelopment of the Fairplex, parking lot design,
water network analysis, and design of a water tank.

These showcase trail projects have helped shaped her interest in water and transportation projects. She is experienced in ArcGIS, AutoCAD, Civil 3D, MicroStation, and Fire Flow Testing. Jacqueline is a teamoriented collaborator who appreciates challenging work and meeting strict deadlines.

Education
B.S. Civil Engineering, California State
Polytechnic University, Pomona, 2024
Select Relevant Experience
• 2025 La Cañada Irrigation District
Master Plan Update
• Development of Maps for Demand
Scenarios, La Habra Heights County
Water District
• 2025 San Fernando WMP
Level of effort: 55%
JOSUE MAYORGA | ENGINEERING ASSOCIATE
Josue is a recent college graduate. His academic
experience includes a senior project focused on carbon
net zero sustainability, where he played an architectural design role supporting renewable energy, energy
efficiency, and carbon offset initiatives. He is proficient in AutoCAD, Civil 3D, MicroStation, Revit, Lumion, and Synchro. Josue is a dedicated and adaptable team player with strong communication skills.

Education
B.S. Civil Engineering, California State
Polytechnic University, Pomona, 2025
Select Relevant Experience
• 2025 San Fernando WMP
• 2025 La Cañada Irrigation District WMP
Update
• 2025 City of Corona UWMP
Level of effort: 55%
JOSE TORRES | ENGINEERING ASSOCIATE
Jose is an Engineering Associate with experience supporting engineering and construction projects through technical documentation, AutoCAD drafting, quantity takeoffs, and construction document review. He is proficient in AutoCAD, Bluebeam, and Microsoft Office and has a strong foundation in hydraulic and structural engineering principles.

Jose is committed to supporting the planning and design of water and wastewater infrastructure projects while continuing to develop his technical expertise.

Education
B.S. Civil Engineering, California State
University, Northridge, 2025
Level of effort: 55%
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 26 Sub-consultant Profile
Civiltec understands that certain assignments will require specialized services beyond our in-house expertise. When those needs arise, we will coordinate closely with our selected sub-consultant partners to ensure seamless integration and clear communication. We have a proven track record working on District projects with our sub-consultants provided here within. When needed, Civiltec has demonstrated sound technical guidance and recommendations managing qualified sub-consultants with whom we have established, successful working relationships. For this assignment, Civiltec will partner with Utility Systems Science & Software (US3), whose expertise directly supports the technical needs of the City.

Utility Systems Science & Software, Inc. (US3) is a specialty service company providing monitoring and control for Utilities since 1996, performing sewer flow monitoring services 24/7 throughout United States.

US3 is in the forefront of this industry by taking the proven technological approaches, developed in other high tech industries and applying them to protect some of our most precious natural resources - our water.

US3 engineers and technical personnel have applied advanced instrumentation system technology to water/waste water open channel flow monitoring, pipeline evaluation, engineering, and data analysis, all coupled to the power of the Internet This unique integrated systems approach allows the company to bring greater insight and intelligence gathering information about the water and waste water system performance of our clients, and in turn to support the fulfillment of their commitments to manage and cost effectively design, operate, and maintain these systems.

Moreover, US3 supports Municipalities, Consulting Engineering firms and other water/waste water systems integrators by providing temporary technical Services for engineering, software programming and technical site maintenance and calibration site support work primarily in the Water and Waste Water industries.

The proposed project team is a cohesive group that has worked together closely on multiple, relevant water planning and modeling projects. This team was intentionally assembled by Project Manager, Gretel Ochoa-Nhac, based on proven collaboration, technical reliability, and shared experience delivering projects from kickoff through final approval. Their established working relationships support efficient coordination, clear communication, and consistent execution throughout the duration of the project.

Team Continuity and Project Leadership
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 27 Proudly Serving the Residents in Los Angeles County & Beyond Beyond our projects, our team brings extensive experience delivering water and infrastructure projects throughout Los Angeles County and across Southern California (see map). This regional perspective allows us to apply lessons learned, proven best practices, and local regulatory insight into each effort. Our long-standing presence in the communities we serve reflects a commitment to sustainable solutions that support system reliability, long-term planning, and community longevity.

LA CAÑADA

IRRIGATION
DIST.

SUNNY SLOPE
WATER CO.

CITY OF SIERRA MADRE

VALLEY COUNTY WD

CITY OF
COVINA

CITY OF LA VERNE

LA PUENTE

VALLEY CWD

LA HABRA

HEIGHTS CWD

CITY OF BREA

ORCHARD

DALE WD

PICO WD

SAN GABRIEL

COUNTY WD

CITY OF

INDUSTRY
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 28 Past Experience
2025 City of San Gabriel Sanitary Sewer Management Plan Prepared updates to the City’s Sewer System Management Plan, including evaluation of the wastewater collection system, capacity assurance, and long-term capital improvement planning. Services included review of GIS mapping and asset data, integration of CCTV inspection results and hydraulic modeling information, evaluation of system capacity and condition, development of prioritized rehabilitation and replacement recommendations, regulatory compliance with State Water Resources Control Board requirements, and preparation of planning documents to support ongoing operation and maintenance.

Cost: $11K
Key Results Achieved:
• Provided the City with its SSMP ahead of the SWRCB deadline. • Reformatted current SSMP to match the eleven core elements each SSMP should encompass.
• Outlined goals to minimize sanitary sewer overflows, established standards for installation and rehabilitation of sewer infrastructure. • Utilized recent sewer capacity assessment study to prioritize corrective actions within its sewer system.
• Outlined CIP projects related to its sewer system.
• Created the City’s Biannual Audit Report Form to help the City with record keeping.

Reference
Angela Cheng | Principal Civil
Engineer
626.308.2825
[email protected]
Team Members Involved
Building strong, long-term client relationships is central to how Civiltec delivers work. Repeat clients account for approximately 85 percent of our workload, reflecting a consistent track record of delivering practical, responsive solutions that align with each agency’s goals. Over the past five years, Civiltec has averaged more than 200 new projects annually in California, with many awarded not solely on qualifications, but on established trust and proven performance.

Our team has completed more than 250 water planning projects, providing a deep understanding of regional water challenges and the nuances that shape agency-specific solutions. Equally important, our current workload and team availability align well with the City’s schedule, allowing Civiltec to dedicate focused attention to this Scope of Work. Each assignment is approached as a continuation of a partnership, supported by reliable communication and technical insight to advance infrastructure that is efficient, resilient, and sustainable for the communities served. The City is encouraged to contact any of the references included in the following pages, to confirm Civiltec’s role as a trusted and dependable partner.
“The project was completed on schedule, and the consultant team was professional and responsive throughout the process. Their understanding of wastewater collection systems and regulatory requirements helped produce a practical and comprehensive Sanitary Sewer Management Plan.” – Angela Cheng, Principal Civil Engineer at City of San Gabriel “
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 29 2022 City of La Verne Wastewater Master Plan
Prepared the updated Wastewater Master Plan for the City of La Verne, evaluating over 100 miles of existing sewer lines, two lift stations, force mains, and ancillary facilities serving ~8,667 lateral connections and 12,741 sewer units. Conducted flow monitoring, developed a new hydraulic model for present and projected (2040) conditions, and assessed structural integrity and capacity constraints in light of growth, land‐use changes, and regulatory requirements. Identified critical capital improvements and prioritized projects by risk and cost, while addressing system choke points—especially across constrained crossings of the 210 Freeway and railroad corridors. Coordinated data gathering, mapping, and stakeholder input, and delivered a capital improvement plan with cost estimates, phased implementation strategy, and justification of deferred projects from the prior 2007 plan. The result is a forward-looking, implementable roadmap that enhances reliability, supports city growth, and aligns infrastructure investment with long-term operational resilience.

This project laid the groundwork for the City to select Civiltec to work on their 2024 Sewer System Management Plan Update.

Cost: $170K
Key Results Achieved:
• Updated from its previous 2007 plan.
• Finalized March 2023.
• Created sewer hydraulic model of the City’s collection system for existing and future planning design scenarios by using billing data and flow monitoring data during the rainy season.
• Outlined the City’s Drainage Areas and current “hot spots” maintenance locations to help the City’s maintenance crew with record-keeping efforts.
• Summarized current inventory for easy accessibility to data include types of mains, lift stations, and inter-agency agreements. • Identified recommended capital improvement projects based on hydraulic analysis and design criteria.

Reference
Danny Wu | Director of Public
Works
909.596.8741
[email protected]
Team Members Involved
“Working with Gretel and Civiltec on the 2010, 2015, and 2020 UWMPs was a great experience. Their expertise, attention to detail, and collaborative approach helped us navigate a complex process with ease. Gretel kept the team focused and aligned, while Civiltec’s technical knowledge and innovative solutions supported the creation of forward thinking, sustainable plans. It was a pleasure partnering with such a dedicated and skilled team.” – Ryan Ciotti, Former Utilities Manager at City of La Verne “
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 30 2025 La Cañada Irrigation District Water Master Plan Update This project evaluated the performance of an existing water system serving approximately 9,500 residents within the Crescenta Valley, with service concentrated in predominantly single-family residential neighborhoods. The study assessed system conditions and operational capacity across the approximately 44 percent of La Cañada Flintridge served by the system, identifying existing and potential deficiencies. Based on the findings, a comprehensive set of CIP recommendations was developed, including new pipelines, reservoir facilities, and pump station upgrades. These improvements were prioritized to enhance system reliability, maintain service levels, and accommodate projected water demands through the year 2040.

Cost: $285K
Key Results Achieved:
• Updated their WMP since 2000, incorporating current
system conditions, demands, and planning assumptions.
• Developed a fully functioning and calibrated hydraulic water model, built from CAD files used as the system skeleton. The model is currently in use for hydraulic analysis purposes and has helped with running simulated fire flows .
• Identified and prioritized CIPs, including development of a ranked Top 10 CIP list to guide near- and long-term investment.
• Advanced implementation-ready improvements, with three priority projects that are now in design and anticipated to move into construction within the next 1–2 years.

Reference
Justin Bailey | General Manager
818.790.6749
[email protected]
Team Members Involved
“After 20 years of contributing to various Master Plans, I’ve learned why many end up unused: they often ignore practical realities, underestimate costs, and lack clear leadership. Frequently, these plans are made just to meet requirements, not to genuinely guide long-term success, with little accountability from management or consultants.

Despite these shortcomings, I still value a well-crafted Master Plan, but I’m selective about collaborators.

For any plan I’m involved in, I know success requires versatile expertise and personal care of one’s work. Gretel Ochoa-Nhac, highly recommended by a trusted engineer, has consistently demonstrated impressive skill and dedication. Her thorough and thoughtful work results in reliable solutions that serve as a strong foundation for my agency to reliably build upon for many years to come.”
– Justin Bailey, General Manager for the La Cañada Irrigation District “
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 31 2025 City of Covina Water Master Plan
Civiltec is providing professional engineering services for the City of Covina’s 2025 WMP Update and Rate Study. The project includes a comprehensive evaluation of the Covina’s water system to confirm its ability to meet current demands and support projected growth. Key elements of the effort include assessment of existing system conditions, water demand analysis and future projections, updates to the hydraulic model and system simulations, development of CIP recommendations, and evaluation of regulatory compliance requirements.

Civiltec is leading the WMP Update, while the Rate Study is being completed by sub-consultant Raftelis. The teams are closely coordinating efforts to ensure technical consistency between the planning and financial components of the project.

Cost: $182K
Key Results Achieved:
• Updated the Covina’s WMP and recalibrated the existing hydraulic model to reflect system improvements
implemented since 2020.
• Refreshed and validated system
performance through the updated
model, ensuring planning
recommendations and CIP needs align
with current hydraulic conditions and
constraints.
• Partnered closely with operations
staff to revamp and re-prioritize a
10-year CIP program, integrating
operational upgrades, Public Works–
driven projects, and additional
supplemental CIPs identified through
the latest model update.

Reference
Michael Melinte | Water Utility
Superintendent
626.384.5232
[email protected]
“I have had the pleasure to work with Gretel on two separate Water Master Plans. Additionally, we have collaborated on several other projects for the City of Covina’s Water Division. Over the last seven years, I have personally observed her exceptional work ethic and attention to detail. Beyond her technical skills, Mrs. Ochoa-Nhac has always approached her work with a positive and proactive attitude, making her an extremely valuable team member. Mrs.

Ochoa-Nhac receives the highest recommendation without any reservation.” – Michael Melinte, Water Utility Superintendent for the City of Covina “
Team Members Involved
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 32 2021 Pico Water District Water Master Plan Update
Civiltec partnered with the Pico Water District to update its 2008 Water Master Plan, addressing critical infrastructure needs and positioning the system for long-term growth. Central to the effort was development of an enhanced hydraulic model incorporating updated pipe data, pump curves, and system infrastructure. The model was used to evaluate existing and projected demands using population and land use forecasts for 2025, 2030, and 2040, and to simulate system performance under a range of conditions. These analyses identified system vulnerabilities, evaluated fire flow capacity, and confirmed compliance with industry performance and reliability standards.

Based on the modeling results, Civiltec completed a detailed engineering evaluation and developed a prioritized CIP outlining targeted upgrades to aging pipelines, fire suppression infrastructure, and overall system efficiency. Projects were ranked by priority, cost, and potential funding opportunities to provide a clear, actionable roadmap for implementation. The plan also addressed water quality and regulatory compliance, including evaluation of contamination trends and recommended treatment upgrades for emerging contaminants such as PFAS and PFOS. Energy use across the system was assessed with recommendations to reduce power demand and explore alternative energy sources, supporting the District’s sustainability goals. Ongoing coordination with District staff through workshops and progress meetings ensured alignment and delivery of a comprehensive, forward-looking plan that strengthens system reliability, efficiency, and resilience.

Cost: $123K
Key Results Achieved:
• Updated their Water Master Plan (WMP) since 2008, incorporating current system conditions, demands, and planning assumptions. • Developed a fully functioning and calibrated hydraulic water model, built from CAD files used as the system skeleton. The model has helped with hydraulic analysis technical memorandums, also performed by Civiltec, to provide recommendations for water system improvements based on incoming developments.
• Identified and mapped aging pipeline segments and developed a prioritized replacement program, targeting locations that also provide high-value hydraulic looping benefits validated through the calibrated model. • Established a pipeline replacement strategy by evaluating system age, condition, and performance to aid with prioritizing replacements that improve redundancy through added looping, confirmed via model simulations.

Reference
Joe Basulto | General Manager
562.692.3756 ext 17
[email protected]
Team Members Involved
“Working with Gretel Ochoa of Civiltec on constructing and updating the Pico Water District’s water model has been an excellent experience. They not only delivered a strong, technically sound model, but also helped us translate the results into actionable insight—identifying system deficiencies and supporting the development of well-justified capital improvement projects. Their ability to connect modeling with real-world operations and planning has been especially valuable, because of their Model we were able to develop a sound analysis report on the impact that a major development would have on our system, resulting in developer replacing existing water main by upsizing water main to meet their demand. “ – Joe D. Basulto, General Manager at Pico Water District “
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 33 San Gabriel County Water District Water Master Plan Update Civiltec was selected by the San Gabriel County Water District to update its 2020 Water Master Plan and develop a strategic roadmap for maintaining reliable water service through future growth and evolving regulatory requirements. Serving a mature and complex urban service area in Los Angeles County, the study reevaluated the San Gabriel County Water District’s existing water system, identified operational and infrastructure deficiencies, and established a prioritized capital improvement program to support long-term system performance, resiliency, and regulatory compliance.

The planning effort included a comprehensive evaluation of the San Gabriel County Water District’s water supply, storage, booster pumping, pressure reducing facilities, transmission pipelines, distribution system, emergency interconnections, and SCADA infrastructure. Using updated land use data, customer demand analysis, and hydraulic modeling calibrated through field fire flow testing, the team will assess existing, near-term, and ultimate buildout conditions through 2045. The analysis will identify capacity limitations, pressure deficiencies, fire flow constraints, pipeline bottlenecks, and system vulnerabilities while evaluating redundancy and reliability under emergency operating scenarios.

Civiltec is providing project management, system planning, data collection, demand forecasting, hydraulic modeling, infrastructure analysis, legislative review, and capital improvement planning. The resulting water master plan update will deliver a prioritized, data-driven capital improvement program supported by planning-level cost estimates and implementation strategies, enabling the San Gabriel County Water District to make informed investment decisions, improve operational reliability, maintain regulatory compliance, and guide future infrastructure improvements with confidence.

City of San Fernando Water Master Plan
Prepared the Water Master Plan, including review of existing conditions, data collection and analysis, hydraulic modeling, GIS system mapping, and identification of water system improvements. Developed short- and long-term capital improvement recommendations, evaluated funding options, and supported preparation and adoption of the Master Plan to guide future water system planning and infrastructure investment.

City of Alhambra Water Master Plan Update
We have been working on Alhambra’s Water Master Plan (WMP) since mid-January. We have had close coordination with City staff to support ongoing data collection efforts and maintain the project schedule. Coordination has included bi-weekly meetings and in-person meetings with staff as needed throughout the project. The project team is currently evaluating the City’s existing infrastructure, operational reliability, and future system demands. In addition, the City’s hydraulic model is being calibrated to evaluate system performance under existing and future demand conditions. Billing data is also being finalized to allocate demands to their most accurate locations within the hydraulic model prior to assessing potential capital improvement projects (CIP). We are projecting collaboration efforts for CIP prioritization for both facilities and pipeline projects end of September, early October to provide final WMP by end of March 2027.

Current Projects
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 34 See following pages.

Water Master Plan Project Schedule and Cost Proposal
Project Name: 2026 Sierra Madre Water Master Plan
Client: City of Sierra Madre
Proposal Number: PU26025
T&M NTE (26CA)
Date: 07/8/2026
PIC PM PE Eng. Assoc.
$ 300.00 $ 255.00 $ 235.00 $ 160.00
Phase 1. Project Management and Project Meetings 4 36 20 8 $ - $ 16,360.00 Task 1 - Project Management 2 16 8 $ 6,560.00
Task 2 - Kick-Off Meeting 2 2 2 $ 1,580.00
Task 3 - Progress Meetings 10 6 $ 3,960.00
Task 4 - Presentations for Board of Directors 8 4 8 $ 4,260.00 Phase 2. Data Collection and Site Visits 2 18 30 36 $ - $ 18,000.00 Task 1 - Request for Information (RFI) 4 8 8 $ 4,180.00 Task 2 - Data Collection Review and Site Visits 8 8 12 $ 5,840.00 Task 3 - In Field Fire Flow Testing 8 8 $ 3,160.00
Task 4 - Design and Planning Criteria 2 6 6 8 $ 4,820.00 Phase 3. Existing Data Analysis 0 2 6 10 $ - $ 3,520.00 Task 1 - Land Usage Analysis 2 4 8 $ 2,730.00
Task 2 - Population Analysis 2 2 $ 790.00
Phase 4. Water Demands 0 14 48 38 $ - $ 20,930.00
Task 1 - Analyze Demand Data 8 20 30 $ 11,540.00
Task 2 - Water Duty Factors and Peaking Factors 4 16 $ 4,780.00 Task 3 - Water Demand Projections 2 4 8 $ 2,730.00
Task 4 - Diurnal Curves Based on Demands 8 $ 1,880.00
Phase 5. Hydraulic Water Modeling 0 24 96 120 $ - $ 47,880.00 Task 1 - Construct Hydraulic Water Model 20 40 $ 11,100.00 Task 2 - Steady State Calibration 8 20 40 $ 13,140.00
Task 3 - Demand Allocation 4 12 8 $ 5,120.00
Task 4 - Steady State Simulation Analysis 8 20 32 $ 11,860.00 Task 5 - InfoWater Pro Training 4 24 $ 6,660.00
Phase 6. Distribution Water System Analysis 0 16 44 32 $ - $ 19,540.00 Task 1 - Production Infrastructure Analysis 4 12 8 $ 5,120.00 Task 2 - Booster Pumping Analysis 2 8 8 $ 3,670.00
Task 3 - Storage Analysis 8 16 $ 5,800.00
Task 4 - Additional Supply Source & Emergency Interconnection Analysis 2 8 16 $ 4,950.00 Phase 7. Future Water System Analysis 0 12 24 32 $ - $ 13,820.00 Task 1 - Near-Term Water Analysis 2 8 16 $ 4,950.00
Task 2 - Long-Term Water Analysis 2 4 8 $ 2,730.00
Task 3 - Long-Term Infrastructure Recommendations 8 12 8 $ 6,140.00 Phase 8. Capital Improvement Project Development 4 52 96 90 $ - $ 51,420.00 Task 1 - Identify Deficiencies 4 24 40 60 $ 26,320.00
Task 2 - Cost Estimate Framework 4 8 $ 2,900.00
Task 3 - Prioritization and Presentation of CIPs 16 24 30 $ 14,520.00 Task 4 - Develop 5-year, 10-year and 25-year CIP Schedule 8 24 $ 7,680.00 Phase 9. Water Master Plan Preparation 4 20 36 44 $ - $ 21,800.00 Task 1 - Draft Water Master Plan Report 2 14 24 32 $ 14,930.00 Task 2 - Final Water Master Plan Report 2 6 12 12 $ 6,870.00 HOURS 14 194 400 410 1018
BUDGET $ 4,200.00 $ 49,470.00 $ 94,000.00 $ 65,600.00 $ - $ 213,270.00 TOTAL
COST Scope of Work
HOURS
Reimb.

Expenses
PIC = Principal Engineer (PE) SrE = Senior Engineer (PE) SrPM = Sr. Project Manager PrEE = Principal Electrical Engr. (PE) PM = Project Manager SrPE = Sr. Project Engineer (PE) PE = Project Engineer (PE) SrD = Senior Designer SrSE = Sr. Staff Engineer (EIT) SE = Staff Engineer (EIT) D = Designer Eng. Assoc. = Engineering Associate PT = Planning Technician CAD = CAD Operator JrE = Jr. Engineer (Intern) Admin = Admin. Asst./Clerical CO = Construction Observer 2PS = Two Person Survey Party SM = Survey Manager (PLS) SLS = Staff Land Surveyor (PLS) ST = Survey Technician PREPARED BY: CIVILTEC ENGINEERING, INC. PAGE 1 OF 1
ID Task Name Duration Start Finish
1 City of Sierra Madre - 2026 WMP 287 days Mon 9/14/26 Tue 10/19/27 2 Kick-Off Meeting 1 day Mon 9/14/26 Mon 9/14/26
3 RFI / Research and Other Data Acquisition 20 days Tue 9/15/26 Mon 10/12/26 4 Review and Discuss Design Criteria with Sierra Madre 8 days Tue 9/22/26 Thu 10/1/26 5 Compile Planning and Design Criteria Chapter (CH 6) 4 days Fri 10/2/26 Wed 10/7/26 6 Define Design Criteria and Planning Criteria 2 days Fri 10/2/26 Mon 10/5/26 7 Draft Chapter 2 days Tue 10/6/26 Wed 10/7/26
8 Compile Existing Water System Chapter (CH 4) 10 days Thu 10/8/26 Wed 10/21/26 9 Draft Chapter 10 days Thu 10/8/26 Wed 10/21/26
10 Compile Tech Memo 1 (Ch 4 and Ch 6) 16 days Thu 10/22/26 Thu 11/12/26 11 Compile Tech Memo 1 3 days Thu 10/22/26 Mon 10/26/26 12 Sierra Madre Review of Draft of TM 1 10 days Tue 10/27/26 Mon 11/9/26 13 Finalize TM 1 (Ch 4 and Ch 6) 3 days Tue 11/10/26 Thu 11/12/26 14 Demand Analysis 21 days Mon 10/26/26 Mon 11/23/26
15 Review and Analyze Billing Data 12 days Mon 10/26/26 Tue 11/10/26 16 Finalizing Demands with City 4 days Wed 11/11/26 Mon 11/16/26 17 Develop Peaking Factors 3 days Tue 11/17/26 Thu 11/19/26 18 Develop Demand Projections 2 days Fri 11/20/26 Mon 11/23/26 19 Population and Land Use Analysis 34 days Tue 11/24/26 Fri 1/8/27 20 Review and Analyze Current Land Use 4 days Tue 11/24/26 Fri 11/27/26 21 Land Use and Duty Factor 4 days Mon 11/30/26 Thu 12/3/26 22 Impacts of Pending Developments 6 days Fri 12/4/26 Fri 12/11/26 23 Population Analysis 3 days Mon 12/14/26 Wed 12/16/26 24 Compile Water Demands Requirements (CH 3) 8 days Mon 11/30/26 Wed 12/9/26 25 Draft Chapter 8 days Mon 11/30/26 Wed 12/9/26
26 Compile Study Area, Land Usage and Population Chapter (CH 2) 6 days Thu 12/10/26 Thu 12/17/26 27 Draft Chapter 6 days Thu 12/10/26 Thu 12/17/26
28 Compile Tech Memo 2 (Ch 2 and Ch 3) 16 days Fri 12/18/26 Fri 1/8/27 29 Compile Tech Memo 2 3 days Fri 12/18/26 Tue 12/22/26 30 Sierra Madre Review of Draft of TM 2 10 days Wed 12/23/26 Tue 1/5/27 31 Finalize TM 2 (Ch 2 and Ch 3) 3 days Wed 1/6/27 Fri 1/8/27 32 Construct Hydraulic Model 61 days Mon 10/19/26 Mon 1/11/27 33 Research and Construct Model 20 days Mon 10/19/26 Fri 11/13/26 34 In Field Fire Flow Tests and Data Organization 2 days Thu 10/22/26 Fri 10/23/26 35 Allocate Demands 5 days Tue 11/24/26 Mon 11/30/26
36 Create Demand Scenarios 3 days Tue 12/1/26 Thu 12/3/26 37 Steady State Scenario Calibration 15 days Fri 12/4/26 Thu 12/24/26 38 Steady State Simulations 8 days Fri 12/25/26 Tue 1/5/27 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 3rd Quarter 4th Quarter
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Project: Sierra Madre_2026 WM
Date: Wed 7/8/26
ID Task Name Duration Start Finish
39 Compile Computer Modeling Hydraulic Analysis Development Chapter (CH 5)
4 days Wed 1/6/27 Mon 1/11/27
40 Draft Chapter 4 days Wed 1/6/27 Mon 1/11/27
41 Perform Existing Water System Evaluation 36 days Tue 1/12/27 Tue 3/2/27 42 Production Infrastructure 4 days Tue 1/12/27 Fri 1/15/27 43 Booster Pump Analysis 4 days Mon 1/18/27 Thu 1/21/27 44 Storage Analysis 4 days Fri 1/22/27 Wed 1/27/27
45 Interconnection and Valve Assessment 8 days Thu 1/28/27 Mon 2/8/27 46 Distribution System Analysis 8 days Tue 2/9/27 Thu 2/18/27 47 Compile Existing Water System Evaluation Chapter (CH 7) 8 days Fri 2/19/27 Tue 3/2/27 48 Draft Chapter 8 days Fri 2/19/27 Tue 3/2/27
49 Perform Future Water System Evaluation 46 days Fri 3/5/27 Fri 5/7/27 50 Production Infrastructure 4 days Fri 3/5/27 Wed 3/10/27 51 Future Water Sources 8 days Thu 3/11/27 Mon 3/22/27
52 Future Distribution Infrastructure Analysis and Recommendations 8 days Tue 3/23/27 Thu 4/1/27 53 Compile Future Water System Evaluation Chapter (CH 8) 8 days Fri 4/2/27 Tue 4/13/27 54 Draft Chapter 8 days Fri 4/2/27 Tue 4/13/27
55 Compile Tech Memo 3 (Ch 5, 7 and 8) 18 days Wed 4/14/27 Fri 5/7/27 56 Compile Tech Memo 3 5 days Wed 4/14/27 Tue 4/20/27
57 Sierra Madre Review of Draft of TM 3 10 days Wed 4/21/27 Tue 5/4/27 58 Finalize TM 3 (Ch 5, 7, and 8) 3 days Wed 5/5/27 Fri 5/7/27 59 Compile Capital Improvement Project Program 78 days Wed 4/21/27 Fri 8/6/27 60 Cost Estimate Framework 5 days Wed 4/21/27 Tue 4/27/27 61 Identifying Deficiencies 15 days Wed 4/28/27 Tue 5/18/27 62 Compile Potential Projects 10 days Wed 5/19/27 Tue 6/1/27 63 Prioritize CIPs 10 days Wed 6/2/27 Tue 6/15/27
64 Review CIPs with Sierra Madre 5 days Wed 6/16/27 Tue 6/22/27 65 Develop 5, 10, and 25-year CIP Schedule 15 days Wed 6/23/27 Tue 7/13/27 66 Compile CIP Chapter (CH 9) 18 days Wed 7/14/27 Fri 8/6/27 67 Draft Chapter 18 days Wed 7/14/27 Fri 8/6/27
68 Compile Introduction Chapter (CH 1) 2 days Mon 8/9/27 Tue 8/10/27 69 Draft Chapter 2 days Mon 8/9/27 Tue 8/10/27
70 Compile Executive Summary Chapter (CH 0) 20 days Wed 8/11/27 Tue 9/7/27 71 Draft Chapter 2 days Wed 8/11/27 Thu 8/12/27
72 Compile Tech Memo 4 (Ch 0, 1, and 9) 18 days Fri 8/13/27 Tue 9/7/27 73 Compile Tech Memo 4 5 days Fri 8/13/27 Thu 8/19/27
74 Sierra Madre Review of Draft of TM 4 10 days Fri 8/20/27 Thu 9/2/27 75 Finalize TM 4 (Ch 0, 1, and 9) 3 days Fri 9/3/27 Tue 9/7/27 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 3rd Quarter 4th Quarter
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Project: Sierra Madre_2026 WM
Date: Wed 7/8/26
ID Task Name Duration Start Finish
76 Complete 90% Draft Water Master Plan Submittal 15 days Wed 9/8/27 Tue 9/28/27 77 Submit 90% Draft Water Master Plan, Hydraulic Model, and Board Meeting Presentation to Sierra Madre
5 days Wed 9/8/27 Tue 9/14/27
78 Final Review Comments by Sierra Madre 10 days Wed 9/15/27 Tue 9/28/27 79 100% Final Water Master Plan Update Submittal 15 days Wed 9/29/27 Tue 10/19/27 80 Compile Final Water Master Plan to Sierra Madre 10 days Wed 9/29/27 Tue 10/12/27 81 Submit Final Water Master Plan to Sierra Madre 2 days Wed 10/13/27 Thu 10/14/27 82 Final Water Master Plan Presentation to the Board for City Council 3 days Fri 10/15/27 Tue 10/19/27 83 Staff Training with InfoWater Software 1 day Wed 11/3/27 Wed 11/3/27 84 Staff Training with InfoWater Pro 1 day Wed 11/3/27 Wed 11/3/27 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 3rd Quarter 4th Quarter
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Project: Sierra Madre_2026 WM
Date: Wed 7/8/26
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 39 See following pages.

Sewer System Facilities Master Plan
Project Schedule and Cost Proposal
Project Name: 2026 Sierra Madre Sewer System Facilities Master Plan Client: City of Sierra Madre
Proposal Number: PU26025
T&M NTE (26CA)
Date: 07/8/2026
PIC PM PE Eng. Assoc.
$ 300.00 $ 255.00 $ 235.00 $ 160.00 (x1.15)
Phase 1. Project Management and Project Meetings 4 36 20 8 $ - $ - $ 16,360.00 Task 1 - Project Management 2 16 8 $ 6,560.00
Task 2 - Kick-Off Meeting 2 2 2 $ 1,580.00
Task 3 - Progress Meetings 10 6 $ 3,960.00
Task 4 - Presentations for Board of Directors 8 4 8 $ 4,260.00 Phase 2. Data Collection and Site Visits 2 30 30 28 $ 66,815.00 $ - $ 86,595.00 Task 1 - Request for Information (RFI) 4 8 8 $ 4,180.00 Task 2 - Data Collection Review and Site Visits 8 8 12 $ 5,840.00 Task 3 - Flow Monitoring Services 12 8 $ 66,815.00 $ 71,755.00 Task 4 - Design and Planning Criteria 2 6 6 8 $ 4,820.00 Phase 3. Existing Data Analysis 0 2 6 10 $ - $ - $ 3,520.00 Task 1 - Land Usage Analysis 2 4 8 $ 2,730.00
Task 2 - Population Analysis 2 2 $ 790.00
Phase 4. Wastewater Flow Projections 0 20 44 38 $ - $ - $ 21,520.00 Task 1 - Wastewater Flow Analysis 8 20 30 $ 11,540.00
Task 2 - Dry and Wet Weather Flow Ratios and Peaking Factors 12 24 8 $ 9,980.00 Phase 5. Sewer Modeling 0 14 86 112 $ - $ - $ 41,700.00 Task 1 - Construct Sewer Model 20 40 $ 11,100.00
Task 2 - Calibrate Sewer Model 8 30 48 $ 16,770.00
Task 3 - Simulation Analysis 2 12 24 $ 7,170.00
Task 4 - InfoWorks ICM Training 4 24 $ 6,660.00
Phase 6. Wastewater Collection System Evaluation 0 24 44 64 $ - $ - $ 26,700.00 Task 1 - Existing Wastewater Collection System Evaluation 16 32 48 $ 19,280.00 Task 2 - Gravity Sewer Main Capacity Analysis 8 12 16 $ 7,420.00 Phase 7. Future Wastewater Collection System Analysis 0 12 20 24 $ - $ - $ 11,600.00 Task 1 - Near-Term Water Analysis 2 4 8 $ 2,730.00
Task 2 - Long-Term Water Analysis 2 4 8 $ 2,730.00
Task 3 - Long-Term Instructure Recommendations 8 12 8 $ 6,140.00 Phase 8. Capital Improvement Project Development 4 28 64 12 $ - $ - $ 25,300.00 Task 1 - Identify Deficiencies 4 8 16 $ 7,000.00
Task 2 - Cost Estimate Framework 4 8 $ 2,900.00
Task 3 - Prioritization and Presentation of CIPs 12 24 12 $ 10,620.00 Task 4 - Develop 5-year, 10-year and 25-year CIP Schedule 4 16 $ 4,780.00 Phase 9. Sewer Master Plan Preparation 4 20 36 44 $ - $ - $ 21,800.00 Task 1 - Draft Sewer Master Plan Report 2 14 24 32 $ 14,930.00 Task 2 - Final Sewer Master Plan Report 2 6 12 12 $ 6,870.00 HOURS 14 186 350 340 890
BUDGET $ 4,200.00 $ 47,430.00 $ 82,250.00 $ 54,400.00 $ 66,815.00 $ - $ 255,095.00 TOTAL
COST Scope of Work
HOURS SubConst.

Srvc. Reimb.

Expenses
PIC = Principal Engineer (PE) SrE = Senior Engineer (PE) SrPM = Sr. Project Manager PrEE = Principal Electrical Engr. (PE) PM = Project Manager SrPE = Sr. Project Engineer (PE) PE = Project Engineer (PE) SrD = Senior Designer SrSE = Sr. Staff Engineer (EIT) SE = Staff Engineer (EIT) D = Designer Eng. Assoc. = Engineering Associate PT = Planning Technician CAD = CAD Operator JrE = Jr. Engineer (Intern) Admin = Admin. Asst./Clerical CO = Construction Observer 2PS = Two Person Survey Party SM = Survey Manager (PLS) SLS = Staff Land Surveyor (PLS) ST = Survey Technician PREPARED BY: CIVILTEC ENGINEERING, INC. PAGE 1 OF 1
ID Task Name Duration Start Finish
1 City of Sierra Madre - 2026 SMP 290 days Mon 9/14/26 Fri 10/22/27 2 Kick-Off Meeting 1 day Mon 9/14/26 Mon 9/14/26
3 RFI / Research and Other Data Acquisition 20 days Tue 9/15/26 Mon 10/12/26 4 Review and Discuss Design Criteria with Sierra Madre 8 days Tue 9/22/26 Thu 10/1/26 5 Compile Planning and Design Criteria Chapter (CH 6) 4 days Fri 10/2/26 Wed 10/7/26 6 Define Design Criteria and Planning Criteria 2 days Fri 10/2/26 Mon 10/5/26 7 Draft Chapter 2 days Tue 10/6/26 Wed 10/7/26
8 Compile Existing Wastewater Collection System Chapter (CH 4) 10 days Thu 10/8/26 Wed 10/21/26 9 Draft Chapter 10 days Thu 10/8/26 Wed 10/21/26
10 Compile Tech Memo 1 (Ch 4 and Ch 6) 16 days Thu 10/22/26 Thu 11/12/26 11 Compile Tech Memo 1 3 days Thu 10/22/26 Mon 10/26/26 12 Sierra Madre Review of Draft of TM 1 10 days Tue 10/27/26 Mon 11/9/26 13 Finalize TM 1 (Ch 4 and Ch 6) 3 days Tue 11/10/26 Thu 11/12/26 14 Wastewater Flow Projections 34 days Mon 10/26/26 Thu 12/10/26 15 Review and Analyze Billing Data for Flows 12 days Mon 10/26/26 Tue 11/10/26 16 Finalizing Flows with City 4 days Wed 11/11/26 Mon 11/16/26 17 Develop Base Wastewater Flows 8 days Tue 11/17/26 Thu 11/26/26 18 Develop I/I Flows 8 days Fri 11/27/26 Tue 12/8/26
19 Develop Demand Projections 2 days Wed 12/9/26 Thu 12/10/26 20 Population and Land Use Analysis 10 days Fri 12/11/26 Thu 12/24/26 21 Review and Analyze Current Land Use 2 days Fri 12/11/26 Mon 12/14/26 22 Land Use and Duty Factor 2 days Tue 12/15/26 Wed 12/16/26 23 Impacts of Pending Developments 4 days Thu 12/17/26 Tue 12/22/26 24 Population Analysis 2 days Wed 12/23/26 Thu 12/24/26 25 Compile Wastewater Flow Projections (CH 3) 8 days Thu 12/17/26 Mon 12/28/26 26 Draft Chapter 8 days Thu 12/17/26 Mon 12/28/26
27 Compile Study Area, Land Usage and Population Chapter (CH 2) 3 days Tue 12/29/26 Thu 12/31/26 28 Draft Chapter 3 days Tue 12/29/26 Thu 12/31/26
29 Compile Tech Memo 2 (Ch 2 and Ch 3) 16 days Fri 1/1/27 Fri 1/22/27 30 Compile Tech Memo 2 3 days Fri 1/1/27 Tue 1/5/27
31 Sierra Madre Review of Draft of TM 2 10 days Wed 1/6/27 Tue 1/19/27 32 Finalize TM 2 (Ch 2 and Ch 3) 3 days Wed 1/20/27 Fri 1/22/27 33 Construct Sewer Hydraulic Model 74 days Mon 10/19/26 Thu 1/28/27 34 Research and Construct Model 20 days Mon 10/19/26 Fri 11/13/26 35 In Field Flow Monitoring and Data Organization 20 days Thu 10/22/26 Wed 11/18/26 36 Allocate Base Wastewater Flows 5 days Fri 12/11/26 Thu 12/17/26 37 Create Demand Scenarios 3 days Fri 12/18/26 Tue 12/22/26 38 Steady State Scenario Calibration 15 days Wed 12/23/26 Tue 1/12/27 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Qtr 3, 2026 Qtr 4, 2026 Qtr 1, 2027 Qtr 2, 2027 Qtr 3, 2027 Qtr 4, 2027 Task
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Project: Sierra Madre_2026 SMP
Date: Mon 7/6/26
ID Task Name Duration Start Finish
39 Steady State Simulations 8 days Wed 1/13/27 Fri 1/22/27 40 Compile Computer Sewer Hydraulic Modeling Chapter (CH 5) 4 days Mon 1/25/27 Thu 1/28/27 41 Draft Chapter 4 days Mon 1/25/27 Thu 1/28/27
42 Perform Existing Water System Evaluation 24 days Fri 1/29/27 Wed 3/3/27 43 Existing Wastewater Collection System Evaluation 8 days Fri 1/29/27 Tue 2/9/27 44 Gravity Sewer Main Capacity Analysis 8 days Wed 2/10/27 Fri 2/19/27 45 Compile Existing Wastewater System Evaluation Chapter (CH 7) 8 days Mon 2/22/27 Wed 3/3/27 46 Draft Chapter 8 days Mon 2/22/27 Wed 3/3/27
47 Perform Future Water System Evaluation 48 days Mon 3/8/27 Wed 5/12/27 48 Near-Term Wastewater Analysis 8 days Mon 3/8/27 Wed 3/17/27 49 Long-Term Wastewater Analysis 6 days Thu 3/18/27 Thu 3/25/27 50 Long-Term Infrastructure Recommendations 8 days Fri 3/26/27 Tue 4/6/27 51 Compile Future Wastewater System Evaluation Chapter (CH 8) 8 days Wed 4/7/27 Fri 4/16/27 52 Draft Chapter 8 days Wed 4/7/27 Fri 4/16/27
53 Compile Tech Memo 3 (Ch 5, 7 and 8) 18 days Mon 4/19/27 Wed 5/12/27 54 Compile Tech Memo 3 5 days Mon 4/19/27 Fri 4/23/27
55 Sierra Madre Review of Draft of TM 3 10 days Mon 4/26/27 Fri 5/7/27 56 Finalize TM 3 (Ch 5, 7, and 8) 3 days Mon 5/10/27 Wed 5/12/27 57 Compile Capital Improvement Project Program 78 days Mon 4/26/27 Wed 8/11/27 58 Cost Estimate Framework 5 days Mon 4/26/27 Fri 4/30/27 59 Identifying Deficiencies 15 days Mon 5/3/27 Fri 5/21/27 60 Compile Potential Projects 10 days Mon 5/24/27 Fri 6/4/27 61 Prioritize CIPs 10 days Mon 6/7/27 Fri 6/18/27
62 Review CIPs with Sierra Madre 5 days Mon 6/21/27 Fri 6/25/27 63 Develop 5, 10, and 25-year CIP Schedule 15 days Mon 6/28/27 Fri 7/16/27 64 Compile CIP Chapter (CH 9) 18 days Mon 7/19/27 Wed 8/11/27 65 Draft Chapter 18 days Mon 7/19/27 Wed 8/11/27
66 Compile Introduction Chapter (CH 1) 2 days Thu 8/12/27 Fri 8/13/27 67 Draft Chapter 2 days Thu 8/12/27 Fri 8/13/27
68 Compile Executive Summary Chapter (CH 0) 20 days Mon 8/16/27 Fri 9/10/27 69 Draft Chapter 2 days Mon 8/16/27 Tue 8/17/27
70 Compile Tech Memo 4 (Ch 0, 1, and 9) 18 days Wed 8/18/27 Fri 9/10/27 71 Compile Tech Memo 4 5 days Wed 8/18/27 Tue 8/24/27
72 Sierra Madre Review of Draft of TM 4 10 days Wed 8/25/27 Tue 9/7/27 73 Finalize TM 4 (Ch 0, 1, and 9) 3 days Wed 9/8/27 Fri 9/10/27 74 Complete 90% Sewer Water Master Plan Submittal 15 days Mon 9/13/27 Fri 10/1/27 75 Submit 90% Draft Sewer Master Plan, Hydraulic Model, and Board Meeting Presentation to Sierra Madre
5 days Mon 9/13/27 Fri 9/17/27
Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Qtr 3, 2026 Qtr 4, 2026 Qtr 1, 2027 Qtr 2, 2027 Qtr 3, 2027 Qtr 4, 2027 Task
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Project: Sierra Madre_2026 SMP
Date: Mon 7/6/26
ID Task Name Duration Start Finish
76 Final Review Comments by Sierra Madre 10 days Mon 9/20/27 Fri 10/1/27 77 100% Final Sewer Master Plan Update Submittal 15 days Mon 10/4/27 Fri 10/22/27 78 Compile Final Sewer Master Plan to Sierra Madre 10 days Mon 10/4/27 Fri 10/15/27 79 Submit Final Sewer Master Plan to Sierra Madre 2 days Mon 10/18/27 Tue 10/19/27 80 Final Sewer Master Plan Presentation to the Board for City Council 3 days Wed 10/20/27 Fri 10/22/27 81 Staff Training with InfoWater Software 1 day Mon 11/8/27 Mon 11/8/27 82 Staff Training with InfoWater Pro 1 day Mon 11/8/27 Mon 11/8/27 Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Qtr 3, 2026 Qtr 4, 2026 Qtr 1, 2027 Qtr 2, 2027 Qtr 3, 2027 Qtr 4, 2027 Task
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Project: Sierra Madre_2026 SMP
Date: Mon 7/6/26
Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 44 Certificate of Insurance Statement
Civiltec is willing and able to meet City insurance requirements as outlined in the Professional Services Agreement. Civiltec will maintain insurance as described in the agreement and will require all of its subcontractors, consultants, and other agents to do the same.

Conflicts of Interest Disclosure
Civiltec maintains and warrants 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, Civiltec warrants 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. Civiltec further agrees to file, or shall cause its employees or subcontractor to file, a Statement of Economic Interest with the City’s Filing Officer if required under state law in the performance of the services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

Proposal for City of Sierra Madre Water and Sewer System Facilities Master Plan Updates | Page 45 Non-Collusion Affidavit
I, W. David Byrum, being first duly sworn, depose and say:

That I am the President/CEO of Civiltec Engineering, Inc., the party making the foregoing proposal; that the proposal is genuine and not sham or collusive; that all statements contained therein are true; and that such proposal has not been made in the interest of or on behalf of any person not named therein.

The undersigned further declares that the proposer has not, directly or indirectly, induced or solicited any other proposer to submit a false or sham proposal, to refrain from submitting a proposal, or otherwise suppress competition.

The undersigned further declares that the proposer has not, directly or indirectly, sought by agreement, communication, or conference with any person to fix the proposal price or the proposal price of any other proposer, or to fix any overhead, profit, or cost element of the proposal price or that of any other proposer, or to secure any advantage against the public body awarding the contract or against any person interested in the proposed contract.

The undersigned further declares that all statements contained in the proposal are true and that the proposer has not, directly or indirectly, submitted its proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, except as authorized by law or as necessary to prepare the proposal.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Civiltec Engineering, Inc
W. David Byrum
President/CEO

APPENDIX A

APPENDIX B
GRETEL D. OCHOA-NHAC, PE

ASSOCIATE, PROJECT MANAGER

PROFESSIONAL REGISTRATION
Professional Civil Engineer
California No. 91903

EDUCATION
M.S. Civil Engineering with Emphasis
in Transportation Engineering,
California State Polytechnic
University, Pomona, 2015
B.S. Civil Engineering, California State
Polytechnic University, Pomona,
2012

PROFESSIONAL AFFILIATIONS
Southern California Water Utilities
Association
American Water Works Association

EXPERTISE
☒Civil Engineering
☒Drainage Engineering
☐Electrical Engineering
☐Transportation Engineering
☒Wastewater Engineering
☒Water Engineering
☐Survey
☒Construction Management

SUMMARY
Ms. Ochoa-Nhac has 13+ years (11+ with Civiltec) of experience in civil engineering. Her experience includes water modeling/analysis using InfoWater, design of pipelines and roadway improvements, water master plans, urban water management plans, water audits, and validations. She has also done research, scheduling, coordinating with project managers, stakeholders, and entire teams, and assisted in driving on-time deliverables.

She understands the importance of working together with the team to produce a great product on time. Additionally, Ms. Ochoa-Nhac assisted with construction management tasks for the Monrovia Station Square project such as keeping various documents organized, preparing pay request packages, updating spreadsheets, and assisting the project manager as needed. Software expertise includes Civil3D, ArcGIS, InfoWater, and Global Mapper.

PROJECT EXPERIENCE
Sewer Management Plan Update, City of La Verne
Project Manager. Prepared the updated Wastewater Master Plan for the City of La Verne, evaluating over 100 miles of existing sewer lines, two lift stations, force mains, and ancillary facilities serving ~8,667 lateral connections and 12,741 sewer units. Conducted flow monitoring, developed a new hydraulic model for present and projected (2040) conditions, and assessed structural integrity and capacity constraints in light of growth, land‐use changes, and regulatory requirements. Identified critical capital improvements and prioritized projects by risk and cost, while addressing system chokepoints—especially across constrained crossings of the 210 Freeway and railroad corridors. Coordinated data gathering, mapping, and stakeholder input, and delivered a capital improvement plan with cost estimates, phased implementation strategy, and justification of deferred projects from the prior 2007 plan. The result is a forward-looking, implementable roadmap that enhances reliability, supports city growth, and aligns infrastructure investment with long-term operational resilience. 2025 Sanitary Sewer Management Plan, City of San Gabriel Project Manager. Prepared updates to the City's Sewer Master Plan and Sewer System Management Plan, including evaluation of the wastewater collection system, capacity assurance, and long-term capital improvement planning. Services included review of GIS mapping and asset data, integration of CCTV inspection results and hydraulic modeling information, evaluation of system capacity and condition, development of prioritized rehabilitation and replacement recommendations, regulatory compliance with State Water Resources Control Board requirements, and preparation of planning documents to support ongoing operation, maintenance, and future capital improvements.

GRETEL D. OCHOA-NHAC, PE

ASSOCIATE, PROJECT MANAGER
Project Experience (Continued) | Page 2 of 2
2025 Urban Water Management Plan, Valley County Water District Project Manager. Prepared the District's 2025 Urban Water Management Plan (UWMP) in compliance with the California Water Code and Department of Water Resources (DWR) requirements. Services included evaluation of existing and projected water demands, assessment of groundwater and imported water supplies, drought risk assessment, preparation of the Water Shortage Contingency Plan, development of demand management measures, population and water use projections, stakeholder coordination, public hearing support, regulatory documentation, and final adoption and electronic submittal to DWR and other required agencies.

La Cañada Water Master Plan, La Cañada Irrigation District Project Manager. Evaluated the existing water distribution system serving approximately 9,500 residents in the Crescenta Valley and identified system deficiencies within the District's 44% service area in La Cañada Flintridge. Developed capital improvement recommendations, including new pipelines, reservoirs, and pump upgrades, to improve system reliability and accommodate projected water demands through 2040. 2021 Water Master Plan Update, Pico Water District
Updated the Pico Water District Water Master Plan from 2008 with a new comprehensible plan that will address current and future infrastructure needs, review and update the hydraulic model, analyze the fire suppression system needs and inadequacies, and recommend power demand reductions for upcoming capital improvement plans.

Los Angeles County Water System Master Plan and Hydraulic Model Update, San Gabriel Valley Water Company
Updated the 2024 Water System Master Plan for San Gabriel Valley Water Company’s Los Angeles County Division, conducting hydraulic modeling, demand forecasting, and regulatory assessments to design system improvements that ensure water quality and reliability for over 262,000 residents.

Integrated Water Master Plan and Capital Improvement Projects, Town of Chino Valley Oversaw the production of an integrated water resources, water, wastewater, and reclaimed water master plan to ensure any proposed infrastructure suits the Town-wide utility system even with ongoing expansion.

This includes a field survey, GIS base map, land use, facility and planning analyses, hydraulic modeling, water, wastewater, and recycled water planning, water resource integration, and CIP development. 2025 Water Master Plan, City of Covina
Project Manager. Oversaw preparation of the Water Master Plan update, including coordination of data collection, land use and water demand evaluations, hydraulic modeling efforts, and development of capital improvement recommendations. Directed preparation of technical reports, exhibits, and presentation materials while coordinating with City staff to support review, approval, and long-term water system planning.

Capital Improvement Plan Water Master Plan Update, Sunny Slope Water Company Project Manager. Developed an updated WMP for Sunny Slope Water Company, focusing on modernizing the Capital Improvement Program to align with current economic conditions and long-term operational goals.

Delivered tailored solutions, including hydraulic model updates, system performance evaluations, and prioritized infrastructure improvements. Ensured comprehensive planning and strategic recommendations to enhance system efficiency and sustainability.

W. DAVID BYRUM, PE

PRINCIPAL-IN-CHARGE

PROFESSIONAL REGISTRATION
Professional Civil Engineer
California No. 43296

EDUCATION
B.S. Mechanical Engineering,
University of California, Los Angeles,
1977
A.S. Electro-Mechanical Engineering,
Western Texas College, 1974

PROFESSIONAL AFFILIATIONS
American Council of Engineering
Companies
American Water Works Association
Association of California Water
Agencies
California Utility Executives
Management Association, Board of
Directors
California Water Environment
Association
Orange County Water Association
Rural Water Association of Arizona
Southern California Water Utilities
Association, Past President
San Gabriel Valley Water Association

EXPERTISE
☒Civil Engineering
☒Drainage Engineering
☐Electrical Engineering
☒Transportation Engineering
☒Wastewater Engineering
☒Water Engineering
☐Survey
☒Construction Management

SUMMARY
Mr. Byrum is President and Principal Engineer of Civiltec Engineering, Inc.

He is responsible for the overall management of Civiltec’s headquarter office. Mr. Byrum has 48+ years (33+ with Civiltec) of experience as a systems planner, design engineer, project manager, principal engineer, and construction manager. He is an expert in the planning and design of water distribution and transmission pipelines, water treatment plants, booster pumping stations, steel and concrete reservoirs, groundwater wells, specialty valving stations, wastewater lift stations, flow equalization stations, wastewater treatment plants, storm drains, and street improvement projects. He also prepares regulatory agency compliance reports and technical studies to ensure water and wastewater purveyors remain in compliance with current regulations. Mr. Byrum serves as an expert witness and has been involved in several cases centered on water industry issues, including the Chromium 6 Pacific Gas and Electric (PG&E) case for 6 years.

Mr. Byrum has engineered numerous water disinfection systems including gas chlorination, sodium hypochlorite bulk and generation and chloramination systems. This includes the design of disinfection conversion systems for La Verne, Alhambra and Crescenta Valley Water District. Each agency was using gas chlorination and was converted to a sodium hypochlorite generation system.

PROJECT EXPERIENCE
Sewer Management Plan Update, City of La Verne
Principal in Charge. Provided executive oversight for preparation of the City's updated Wastewater Master Plan, including evaluation of more than 100 miles of sewer lines, two lift stations, force mains, and ancillary facilities serving approximately 8,667 lateral connections and 12,741 sewer units.

Directed development of the hydraulic model for existing and projected (2040) conditions, assessment of system capacity and structural integrity, and identification of prioritized capital improvements to address growth, regulatory requirements, and critical system constraints. Oversaw coordination of data collection, mapping, stakeholder input, and development of a phased Capital Improvement Plan with cost estimates and implementation strategy to support long-term system reliability and resilience.

Los Angeles County Water System Master Plan and Hydraulic Model Update, San Gabriel Valley Water Company
Principal-in-Charge. Directed the 2024 Water System Master Plan update for San Gabriel Valley Water Company's Los Angeles County Division, guiding hydraulic modeling, demand forecasting, and regulatory assessments to identify system improvements that enhance water quality and reliability for more than 262,000 residents.

W. DAVID BYRUM, PE

PRINCIPAL-IN-CHARGE
Project Experience (Continued) | Page 2 of 2
2025 Sanitary Sewer Management Plan, City of San Gabriel Principal in Charge. Provided executive oversight for preparation of the City's Sewer Master Plan and Sewer System Management Plan, including evaluation of the wastewater collection system, capacity assurance, and long-term capital improvement planning. Directed review of GIS mapping, asset data, CCTV inspection results, and hydraulic modeling information to evaluate system capacity and condition, develop prioritized rehabilitation and replacement recommendations, ensure compliance with State Water Resources Control Board requirements, and deliver planning documents supporting ongoing operations, maintenance, and future capital improvements.
2025 Urban Water Management Plan, Valley County Water District Principal in Charge. Led development of the District's 2025 Urban Water Management Plan (UWMP), ensuring compliance with California Water Code and Department of Water Resources (DWR) requirements. Directed evaluation of existing and projected water demands, groundwater and imported water supplies, drought risk, Water Shortage Contingency Planning, demand management measures, and population and water use projections. Guided stakeholder coordination, regulatory documentation, public hearing support, and final adoption and electronic submittal to DWR and other required agencies. 2025 Water Master Plan, City of Covina
Principal-in-Charge. Provided senior technical leadership for preparation of the Water Master Plan update, guiding coordination of data collection, land use and water demand evaluations, hydraulic modeling, and development of capital improvement recommendations. Directed technical reviews and coordinated with City staff to support project delivery, plan approval, and long-term water system planning. 2021 Water Master Plan Update, Pico Water District
Principal-in-Charge. Directed the 2021 Water Master Plan update for Pico Water District, providing strategic leadership for development of a comprehensive plan addressing current and future infrastructure needs.

Guided updates to the hydraulic model, evaluation of fire suppression system deficiencies, and recommendations for power demand reductions and capital improvements to support long-term system reliability.

Capital Improvement Plan Water Master Plan Update, Sunny Slope Water Company Principal-in-Charge. Guided development of the Water Master Plan update, providing strategic direction for modernization of the Capital Improvement Program to align with current economic conditions and long-term operational goals. Oversaw hydraulic model updates, system performance evaluations, and development of prioritized infrastructure improvements to enhance system efficiency and sustainability. 2022 Water Master Plan, La Habra Heights County Water District Oversaw the development of the 2022 Water Master Plan for the La Habra Heights County Water District, encompassing hydraulic modeling, water quality analysis, and demand projections to enhance system efficiency. Led comprehensive assessments addressing pipeline replacements, pressure zone mapping, and critical system vulnerabilities, ensuring alignment with future growth and sustainability objectives.

Collaborated with a multidisciplinary team to deliver innovative solutions tailored to meet the district's unique operational challenges
DAVID H. SONG, PE

QA/QC MANAGER

PROFESSIONAL REGISTRATION
Professional Civil Engineer
California No. 76613

EDUCATION
B.S. Civil Engineering, University of
California, Los Angeles, 2004

PROFESSIONAL AFFILIATIONS
American Water Works Association
Southern California Water Utility
Association

EXPERTISE
☒Civil Engineering
☐Drainage Engineering
☐Electrical Engineering
☒Transportation Engineering
☒Wastewater Engineering
☒Water Engineering
☐Survey
☒Construction Management

SUMMARY
Mr. Song has 22+ years (20+ with Civiltec) of engineering experience. His expertise is in potable water infrastructure design, engineering, and management. His typical responsibilities include project management and supervision of design staff, client correspondence, management of project budgets and schedules, technical writing and planning, hydraulic analysis and modeling, developing contract bid documentation, preparing specifications and cost estimates, construction management and performing project plan checks. Mr. Song has been responsible for the design and project management of more than 400,000 linear feet of distribution and transmission pipelines and construction traffic control plans, pump stations, wells, and reservoirs. He has also secured permits for projects with public agencies and cities located in Los Angeles, Orange and Ventura Counties, California Department of Public Health and California Department of Transportation.

Mr. Song has prepared and provided oversight cost estimates for 100+ projects within the last 5 years. These projects involved potable and recycled water distribution pipelines, pump stations, and reservoirs for water companies, water districts, municipalities, and private developers.

PROJECT EXPERIENCE
La Cañada Water Master Plan, La Cañada Irrigation District Principal-in-Charge and QA/QC Manager. Located in the Crescenta Valley, serves approximately 9,500 residents with a focus on single-family residential areas. The study evaluates existing system performance and identifies deficiencies across its 44% service coverage of La Cañada Flintridge, proposing a range of CIP improvements. Recommendations include new infrastructure, such as pipelines, reservoirs, and pump upgrades, to enhance water system reliability and prepare for future demand projections up to 2040.
2021 Water Master Plan Update, Pico Water District
Project Manager. Responsible for updating Pico Water District Water Master Plan from 2008 with a new comprehensible plan that will address current and future infrastructure needs, review and update the hydraulic model, analyze the fire suppression system needs and inadequacies, and recommend power demand reductions for upcoming capital improvement plans.

Capital Improvement Plan Water Master Plan Update, Sunny Slope Water Company
Developed an updated WMP for Sunny Slope Water Company, focusing on modernizing the Capital Improvement Program to align with current economic conditions and long-term operational goals. Delivered tailored DAVID H. SONG, PE

QA/QC MANAGER
Project Experience (Continued) | Page 2 of 2
solutions, including hydraulic model updates, system performance evaluations, and prioritized infrastructure improvements. Ensured comprehensive planning and strategic recommendations to enhance system efficiency and sustainability.
2025 Urban Water Management Plan Update, City of Corona Prepared the City's 2025 Urban Water Management Plan (UWMP), including demand forecasting, evaluation of existing and future water supplies, assessment of system reliability under single- and multi-dry year conditions, and updates to the Water Shortage Contingency Plan and Demand Management Measures.

Coordinated with City staff and regional agencies, performed technical analyses and data validation, and ensured compliance with evolving state regulatory requirements to support long-term water supply planning and reliability.

Fire Flow Modeling, San Gabriel County Water District
Project Manager. Oversaw fire flow modeling to verify and document the availability and adequacy of fire hydrants and water systems for building permits. This includes coordinating with water purveyors, ensuring compliance with fire flow requirements, and facilitating the approval process with the Fire Prevention Division Capital Improvement Plan Pipeline Replacements, City of Beverly Hills Project Manager. Provided professional surveying and engineering services to replace existing pipelines in Beverly Hills and West Hollywood based upon the current capital improvement program. Project consists of approximately 28,616 linear feet of 8-inch and 12-inch ductile iron pipeline in various streets and will replace several isolation valves in close proximity to these pipeline projects. Project also includes reconnection and/or replacement of existing services and meters, reconnection or replacement of existing fire hydrants, new isolation valves, and connections to existing water system.

Carbon Canyon Booster Pump Station #3, City of Brea
Project Manager. Prepared final plans, specifications, and estimate (PS&E) package to improve Carbon Canyon Booster Pump Station #3, which pumps water from the 1000 to the 1400 Pressure Zone. Improvements included replacement of the existing pump and pressure relief valve and piping, construction of a new block wall building, new electrical switchgear and motor control center, and a new 175 kW generator. Other design elements included a building to house all existing and new equipment with separate rooms for the electrical panels and the generator, properly sized switchgear footprint that addresses Variable Frequency Drive (VFD) cooling requirements, and incorporation of Brea’s programmable logic controller panel hardware requirements. Took over design plans and specifications from another contractor to finalize, stamp and sign in preparation for bidding and construction.

New Deane Zone 1.5 Million Gallon Tank - Planning Study, Santa Clarita Valley Water Agency Project Engineer. Working with the Santa Clarita Valley Water Agency to provide professional engineering services for the design and determining the best siting of a new 1.5-million-gallon steel tank at the existing Deane Zone Tank site in Santa Clarita California to make up a deficient in storage capacity as per the 2013 Water Master Plan. In addition, other updates to the existing tank sits may arise as they were constructed in 1992 and do not have concrete footing and previous work to surrounding areas have left them in need of landscaping to the surrounding vegetation.

TIMOTHY KWAN, PE

PROJECT ENGINEER

PROFESSIONAL REGISTRATION
Professional Civil Engineer
California No. 95525

EDUCATION
B.S., Civil Engineering, California State
Polytechnic University, Pomona,
2020

EXPERTISE
☒Civil Engineering
☐Drainage Engineering
☐Electrical Engineering
☐Transportation Engineering
☒Wastewater Engineering
☒Water Engineering
☐Survey
☐Construction Management

SUMMARY
Mr. Kwan has 8+ years (all with Civiltec) of hydraulic modeling and water engineering experience. He has updated existing models, calibrating models, troubleshooting models, and creating operational scenarios, steady state, simulations models, and capital improvement project impact models.

In addition, he routinely creates extended period scenarios, produces fire flow results, and provides future system modeling results that ultimately help create capital improvement projects that benefit the client’s water system. Mr. Kwan has been involved in more than 50 different hydraulic modeling projects, including San Gabriel’s Rio Hondo College water system and storage volume study. His software experience includes ArcGIS and InfoWater.

PROJECT EXPERIENCE
2025 Urban Water Management Plan, Valley County Water
District
Prepared the District's 2025 Urban Water Management Plan (UWMP) in compliance with California Water Code and Department of Water Resources (DWR) requirements. Evaluated existing and projected water demands, groundwater and imported water supplies, drought risk, and water shortage contingency planning, while developing demand management measures, population and water use projections, regulatory documentation, and final plan adoption and submittal to DWR and other required agencies.

La Cañada Water Master Plan, La Cañada Irrigation District Evaluated the existing water distribution system serving approximately 9,500 residents in the Crescenta Valley and identified system deficiencies within the District's 44% service area in La Cañada Flintridge. Developed capital improvement recommendations, including new pipelines, reservoirs, and pump upgrades, to improve system reliability and accommodate projected water demands through 2040.
2021 Water Master Plan Update, Pico Water District
Prepared the 2021 Water Master Plan update to evaluate current and future infrastructure needs, update the hydraulic model, assess fire suppression system deficiencies, and recommend power demand reductions to support future capital improvement planning.

Los Angeles County Water System Master Plan and Hydraulic Model Update, San Gabriel Valley Water Company
Prepared the 2024 Water System Master Plan update for San Gabriel Valley Water Company's Los Angeles County Division, including hydraulic modeling, demand forecasting, and regulatory assessments to develop system improvements that enhance water quality and reliability for more than 262,000 residents.

TIMOTHY KWAN, PE

PROJECT ENGINEER
Project Experience (Continued) | Page 2 of 2
2025 Water Master Plan, City of Covina
Prepared the Water Master Plan update, including data collection, land use and water demand evaluations, hydraulic modeling, and development of capital improvement recommendations. Supported preparation of technical reports, exhibits, and presentation materials for agency review and approval while contributing to long-term water system planning and implementation of future infrastructure improvements.

Capital Improvement Plan Water Master Plan Update, Sunny Slope Water Company Prepared the Water Master Plan update, focusing on modernization of the Capital Improvement Program to support current economic conditions and long-term operational goals. Updated the hydraulic model, evaluated system performance, and developed prioritized infrastructure improvement recommendations to enhance system efficiency, support future planning efforts, and improve long-term system sustainability. 2022 Water Master Plan, La Habra Heights County Water District Contributed to the development of the 2022 Water Master Plan for the La Habra Heights County Water District, encompassing hydraulic modeling, water quality analysis, and demand projections to enhance system efficiency. Led comprehensive assessments addressing pipeline replacements, pressure zone mapping, and critical system vulnerabilities, ensuring alignment with future growth and sustainability objectives.

Collaborated with a multidisciplinary team to deliver innovative solutions tailored to meet the district's unique operational challenges.
2023 Water Master Plan Update, Orchard Dale Water District Contributed to preparation of the Orchard Dale Water District Water Master Plan, including SCADA system assessments, operational data analysis, and development of strategic recommendations for infrastructure improvements. Collaborated with District staff to evaluate water supply reliability, optimize system performance, and support long-term planning through data-driven engineering analyses and recommendations.

Skyline Ranch Fire Flows and Hydraulic Modeling, Santa Clarita Valley Water Agency Evaluated and modeled the wastewater system to verify compliance with Santa Clarita Valley Water Agency fire protection standards while maintaining efficient facility operations. Performed hydraulic modeling using WaterGEMS to assess system capacity, simulate fire flow demands, and identify infrastructure improvements to enhance system reliability. Coordinated with Santa Clarita Valley Water Agency and local fire officials to develop data-driven recommendations supporting regulatory compliance and long-term system resilience.

Carbon Canyon Booster Pump Station #3, City of Brea
Prepared final plans, specifications, and estimate (PS&E) package to improve Carbon Canyon Booster Pump Station #3, which pumps water from the 1000 to the 1400 Pressure Zone. Improvements included replacement of the existing pump and pressure relief valve and piping, construction of a new block wall building, new electrical switchgear and motor control center, and a new 175 kW generator. Other design elements included a building to house all existing and new equipment with separate rooms for the electrical panels and the generator, properly sized switchgear footprint that addresses Variable Frequency Drive (VFD) cooling requirements, and incorporation of Brea’s programmable logic controller panel hardware requirements. Took over design plans and specifications from another contractor to finalize, stamp and sign in preparation for bidding and construction.

JACQUELINE TRUJILLO

ENGINEERING ASSOCIATE

EDUCATION
B.S., Civil Engineering, California State
Polytechnic University, Pomona,
2024

EXPERTISE
☒Civil Engineering
☐Drainage Engineering
☐Electrical Engineering
☐Transportation Engineering
☐Wastewater Engineering
☒Water Engineering
☐Survey
☐Construction Management

SUMMARY
Jacqueline has 2+ years of experience (1+ with Civiltec) who joined with a strong academic foundation in civil engineering and a particular interest in water resources. During her senior year, she worked on several notable projects; including the redesign and redevelopment of the Fairplex, water distribution network analysis, and the hydraulic design of a water storage tank. These experiences played a key role in cultivating her passion for water infrastructure.

She is proficient in a range of industry-standard software tools, including ArcGIS, AutoCAD, Civil 3D, MicroStation, and has hands-on experience with fire flow testing. Jacqueline has contributed to hydraulic modeling and analysis, reviewed water system design reports for Arizona Water Company, and supported the development of potential Capital Improvement Projects (CIPs) for various clients.

PROJECT EXPERIENCE
2025 Urban Water Management Plan, Valley County Water
District
Prepared the District's 2025 Urban Water Management Plan (UWMP) in compliance with California Water Code and Department of Water Resources (DWR) requirements. Evaluated existing and projected water demands, groundwater and imported water supplies, drought risk, and water shortage contingency planning, while developing demand management measures, population and water use projections, regulatory documentation, and final plan adoption and submittal to DWR and other required agencies.
2025 Water Master Plan, City of Covina
Prepared the Water Master Plan update, including data collection, land use and water demand evaluations, hydraulic modeling, and development of capital improvement recommendations. Supported preparation of technical reports, exhibits, and presentation materials for agency review and approval while contributing to long-term water system planning and implementation of future infrastructure improvements.

La Cañada Water Master Plan, La Cañada Irrigation District Evaluated the existing water distribution system serving approximately 9,500 residents in the Crescenta Valley and identified system deficiencies within the District's 44% service area in La Cañada Flintridge. Developed capital improvement recommendations, including new pipelines, reservoirs, and pump upgrades, to improve system reliability and accommodate projected water demands through 2040.

JACQUELINE TRUJILLO

ENGINEERING ASSOCIATE
Project Experience (Continued) | Page 2 of 2
2025 Urban Water Management Plan Update, City of Corona Prepared the City's 2025 Urban Water Management Plan (UWMP), including demand forecasting, evaluation of existing and future water supplies, assessment of system reliability under single- and multi-dry year conditions, and updates to the Water Shortage Contingency Plan and Demand Management Measures.

Coordinated with City staff and regional agencies, performed technical analyses and data validation, and ensured compliance with evolving state regulatory requirements to support long-term water supply planning and reliability.
2025 Water Master Plan, City of San Fernando
Prepared the Water Master Plan, including review of existing conditions, data collection and analysis, hydraulic modeling, GIS system mapping, and identification of water system improvements. Developed shortand long-term capital improvement recommendations, evaluated funding options, and supported preparation and adoption of the Master Plan to guide future water system planning and infrastructure investment. 2025 Urban Water Management Plan, Orchard Dale Water District Prepared the District's 2025 Urban Water Management Plan (UWMP) in accordance with California Water Code and Department of Water Resources requirements. Evaluated system demands, water supplies, water shortage reliability, demand management measures, population and water use projections, and regulatory compliance while coordinating stakeholder outreach, preparing technical documentation, and supporting final plan adoption and electronic submittal.

Fire Flow Modeling, San Gabriel County Water District
Performed fire flow modeling to evaluate and document the availability and adequacy of fire hydrants and water distribution systems for building permit applications. Coordinated with water purveyors, verified compliance with fire flow requirements, and supported the approval process with the Fire Prevention Division.

New Well 6 Engineering Design & Construction Services, Serrano Water District Provided engineering, environmental, and construction support services for the drilling and equipping of a new 3,000 GPM municipal groundwater production well at the District’s headquarters facility. Scope included site evaluation, topographic survey coordination, geotechnical and hydrogeologic investigations, Drinking Water Source Assessment Program (DWSAP) Report, CEQA and NEPA documentation, and preparation of a Basis of Design Report and bid-ready PS&E documents. Design incorporated well casing and equipping, pumpto-waste and yard piping, a masonry well building with acoustic treatments, electrical and SCADA integration, and a standby diesel generator. Services also included bid-phase assistance, construction management, well drilling and testing oversight, start-up support, and project closeout, supporting system reliability and redundancy for the District’s potable water supply.

Hydraulic Modeling, City of Azusa
Performed hydraulic analysis of the City's water distribution system to evaluate system performance and optimize hydraulic operations. Assessed pressure zones, reservoir capacities, and booster pump operations, using information from the City's 2015 Water Master Plan Update to identify operational challenges and develop recommendations to improve overall system performance.

JOSUE MAYORGA

ENGINEERING ASSOCIATE

EDUCATION
B.S., Civil Engineering, California
Polytechnic State University,
Pomona, 2025

EXPERTISE
☒Civil Engineering
☐Drainage Engineering
☐Electrical Engineering
☐Transportation Engineering
☐Wastewater Engineering
☒Water Engineering
☐Survey
☐Construction Management

SUMMARY
Mr. Mayorga is a recent college graduate and has 1+ year of experience with Civiltec. His academic experience includes a senior project focused on carbon net zero sustainability, where he played an architectural design role supporting renewable energy, energy efficiency, and carbon offset initiatives. He is proficient in AutoCAD, Civil 3D, MicroStation, Revit, Lumion, and Synchro. Mr. Mayorga is a dedicated and adaptable team player with strong communication skills.

PROJECT EXPERIENCE
2025 Urban Water Management Plan, Valley County Water
District
Prepared the District's 2025 Urban Water Management Plan (UWMP) in compliance with California Water Code and Department of Water Resources (DWR) requirements. Evaluated existing and projected water demands, groundwater and imported water supplies, drought risk, and water shortage contingency planning, while developing demand management measures, population and water use projections, regulatory documentation, and final plan adoption and submittal to DWR and other required agencies.
2025 Water Master Plan, City of Covina
Prepared the Water Master Plan update, including data collection, land use and water demand evaluations, hydraulic modeling, and development of capital improvement recommendations. Supported preparation of technical reports, exhibits, and presentation materials for agency review and approval while contributing to long-term water system planning and implementation of future infrastructure improvements.

La Cañada Water Master Plan, La Cañada Irrigation District Evaluated the existing water distribution system serving approximately 9,500 residents in the Crescenta Valley and identified system deficiencies within the District's 44% service area in La Cañada Flintridge. Developed capital improvement recommendations, including new pipelines, reservoirs, and pump upgrades, to improve system reliability and accommodate projected water demands through 2040.
2025 Urban Water Management Plan Update, City of Corona Prepared the City's 2025 Urban Water Management Plan (UWMP), including demand forecasting, evaluation of existing and future water supplies, assessment of system reliability under single- and multi-dry year conditions, and updates to the Water Shortage Contingency Plan and Demand Management Measures. Coordinated with City staff and regional

JOSUE MAYORGA

ENGINEERING ASSOCIATE
Project Experience (Continued) | Page 2 of 2
agencies, performed technical analyses and data validation, and ensured compliance with evolving state regulatory requirements to support long-term water supply planning and reliability. 2025 Water Master Plan, City of San Fernando
Prepared the Water Master Plan, including review of existing conditions, data collection and analysis, hydraulic modeling, GIS system mapping, and identification of water system improvements. Developed shortand long-term capital improvement recommendations, evaluated funding options, and supported preparation and adoption of the Master Plan to guide future water system planning and infrastructure investment. 2025 Urban Water Management Plan, Orchard Dale Water District Prepared the District's 2025 Urban Water Management Plan (UWMP) in accordance with California Water Code and Department of Water Resources requirements. Evaluated system demands, water supplies, water shortage reliability, demand management measures, population and water use projections, and regulatory compliance while coordinating stakeholder outreach, preparing technical documentation, and supporting final plan adoption and electronic submittal.

Fire Flow Modeling, San Gabriel County Water District
Performed fire flow modeling to evaluate and document the availability and adequacy of fire hydrants and water distribution systems for building permit applications. Coordinated with water purveyors, verified compliance with fire flow requirements, and supported the approval process with the Fire Prevention Division.

Well 2A Nitrate Treatment System, City of San Fernando
Provided engineering design and permitting services for a 2,000 GPM nitrate treatment system at Well No. 2A utilizing an Envirogen SimPACK regenerable ion exchange system. Scope included preliminary and final design (30%–100% PS&E), hydraulic analysis, treatment influent/effluent and waste piping design, building expansion layout, electrical and SCADA coordination, emergency generator integration, and site improvements. Services also included CEQA categorical exemption documentation, multi-agency permitting, bid-phase support, and construction-phase technical services, supporting delivery of a fast-tracked treatment solution to meet regulatory nitrate limits.

Sewer Flow Monitoring
Utility Systems, Science & Software, Inc.

MARK SERRES, MSEE
Mark Serres is an engineer with over 30 years of experience in fresh and wastewater systems, project management, and systems management.

Mark has integration experience in relation to complex industrial systems, including experience in industrial automation and water/wastewater industries. His project capabilities include GIS data collection, development, and maintenance; sanitary sewer Capacity, Management, Operations, and Maintenance (CMOM) programs; wastewater collection, conveyance, treatment, and discharge facility design and permitting; and combined and sanitary gravity sewer modeling.

Orange County Sanitation District Wastewater Monitoring and Water Quality Sampling. Project Manager for the Local Limits project and HATS projects. OCSD Metered Flow to IRWD Facilities. OCSD Collections installed temporary flow meters at all connections to the HATS for a period of 14 days every year, on the anniversary of the connection, or as requested by CSD. The total of the actual meter readings from these temporary meters will be deducted from the total meter readings at the Main Street Pump Station for each month flow is received from OCSD into the HATS.

City of Santa Barbara Wastewater Monitoring and Water Quality Sampling. This includes the Flow Monitoring and Wastewater Sampling at eleven locations. Water sampling analysis was provided by US3 on 24 hour sample daily basis.

US3 will provided all C31 traffic control per Cal-Trans Methods & Procedures. All Sewer Flow Monitoring was performed using proportional sampling based on flow monitoring real-time results.

City of Culver City Wastewater Monitoring and Sewer Planning. Project Manager for the monitoring and planning Services for a seven pump station integration and flow monitoring project for the City of Culver City. Tasks included:
providing wastewater monitoring, preparing and replacing pump station control system at two sites; installing a custom metering system; providing flow monitoring for the integration of a city-wide wireless telemetry implementation of a wireless communication network; installing wastewater event notification systems.

City of Laguna Beach Sewer Planning and Wastewater Monitoring Project Engineer for the planning, installation, and monitoring of 29 pump stations in the City of Laguna Beach. Tasks include: providing wastewater monitoring; installing an event notification system; assisting in the installation of a communication tower; providing pump station level monitoring; and planning and implementing a successful sewer study in several difficult pump station sites.

City of Riverside Sewer Flow Monitoring Project Project Engineer for the integration of a sewer flow monitoring system with a city-wide wireless telemetry network. Tasks include: installing wastewater event notification systems; providing system-wide sewer planning; wastewater monitoring; integrating a city-wide Supervisory Control and Data Acquisition (SCADA) system; installing a treatment plant metering system; and providing training to City staff for future wastewater monitoring.

City of South Pasadena Wastewater Monitoring Project Engineer for a wireless sewer flow monitoring project in the City of South Pasadena. Tasks include installing a custom metering system, analyzing wastewater for inflow and infiltration, and training City staff on the operation and maintenance of the wastewater monitoring system.

Years of Experience: 30
Education:

MS, Electrical and Electronic Engineering
Heriot Watt, University
Edinburgh, Scotland
BS, Electrical Engineering
Heriot Watt University
Edinburgh, Scotland
Sewer Flow Monitoring
Utility Systems, Science & Software, Inc.

THOMAS WILLIAMS, BSEE, BSME
Thomas Williams is an electrical and manufacturing engineer with over 24 years of experience in fresh and wastewater systems, project management, and systems management. Thomas is the Engineering Manager for US3.

Thomas has integration experience in relation to complex industrial systems, including experience in industrial automation and water/wastewater industries. His project capabilities include GIS data collection, development, and maintenance; sanitary sewer Capacity, Management, Operations, and Maintenance (CMOM) programs; wastewater collection, conveyance, treatment, and discharge facility design and permitting; and combined and sanitary gravity sewer modeling.

Orange County Sanitation District Wastewater Monitoring and Water Quality Sampling. This includes the Local Limits project and HATS projects. OCSD Metered Flow to IRWD Facilities. OCSD Collections installed temporary flow meters at all connections to the HATS for a period of 14 days every year, on the anniversary of the connection, or as requested by CSD. The total of the actual meter readings from these temporary meters will be deducted from the total meter readings at the Main Street Pump Station for each month flow is received from OCSD into the HATS.

City of Santa Barbara Wastewater Monitoring and Water Quality Sampling. This includes the Flow Monitoring and Wastewater Sampling at eleven locations. Water sampling analysis was provided by US3 on 24-hour sample daily basis.

US3 will provided all C31 traffic control per Cal-Trans Methods & Procedures. All Sewer Flow Monitoring was performed using proportional sampling based on flow monitoring real-time results.

City of Culver City Wastewater Monitoring and Sewer Planning Project Manager for monitoring and planning Services for a seven pump station integration and flow monitoring project for the City of Culver City. Tasks included: providing wastewater monitoring, preparing and replacing pump station control system at two sites; installing a custom metering system; providing flow monitoring for the integration of a city-wide wireless telemetry implementation of a wireless communication network; installing wastewater event notification systems; and providing Flo-ware training for City staff.

City of Laguna Beach Sewer Planning and Wastewater Monitoring Project Manager for the planning, installation, and monitoring of 29 pump stations in the City of Laguna Beach. Tasks include: providing wastewater monitoring; installing an event notification system; assisting in the installation of a communication tower; providing pump station level monitoring; and planning and implementing a successful sewer study in several difficult pump station sites.

City of Riverside Sewer Flow Monitoring Project Project Manager for the integration of a sewer flow monitoring system with a city-wide wireless telemetry network. Tasks include: installing wastewater event notification systems; providing system-wide sewer planning; wastewater monitoring; integrating a city-wide Supervisory Control and Data Acquisition (SCADA) system; installing a treatment plant metering system; and providing training to City staff for future wastewater monitoring.

City of South Pasadena Wastewater Monitoring Project Manager for a wireless sewer flow monitoring project in the City of South Pasadena. Tasks include installing a custom metering system, analyzing wastewater for inflow and infiltration, and training City staff on the operation and maintenance of the wastewater monitoring system.

Years of Experience: 24
Education
BSEE, Electrical Engineering
Indiana University - Purdue University
Fort Wayne
BSME, Manufacturing Engineering
Indiana University - Purdue University
Fort Wayne
Sewer Flow Monitoring
Utility Systems, Science & Software, Inc.

CONSTANCE “DARLENE” SZCZUBLEWSKI, PE, QSD, LEED AP
Constance “Darlene” Szczublewski is an environmental engineer with over 12 years of experience as a civil engineer specializing in water resources and flow monitoring related projects. Darlene has integration experience in relation to complex industrial systems, including experience in industrial automation and water/wastewater industries. Current on State Water Resources Control Board (SWRCB) and Regional Water Quality control Board (RWQCB) policies, new construction permit requirements, Total Maximum Daily Loads (TMDL) and related water quality objectives.

Developed innovative solutions for client construction and post-construction needs using current water quality regulations and Best Management Practices (BMPs). Prepared and delivered numerous presentations on Leadership and Energy and environmental Design (LEED) AND Low Impact Development (LID) water quality BMPs, incorporation cutting edge technology into project designs and plan sets. Her experiences include working with a wide range of projects from urban developments to rural master plan communities to government and public entities.

Orange County Sanitation District Wastewater Monitoring and Water Quality Sampling. This includes the Local Limits project and HATS projects. OCSD Metered Flow to IRWD Facilities . OCSD Collections installed temporary flow meters at all connections to the HATS for a period of 14 days every year, on the anniversary of the connection, or as requested by CSD. The total of the actual meter readings from these temporary meters will be deducted from the total meter readings at the Main Street Pump Station for each month flow is received from OCSD into the HATS.

City of Santa Barbara Wastewater Monitoring and Water Quality Sampling. This includes the Flow Monitoring and Wastewater Sampling at eleven locations. Water sampling analysis was provided by US3 on 24 hour sample daily basis.

US3 will provided all C31 traffic control per Cal-Trans Methods & Procedures. All Sewer Flow Monitoring was performed using proportional sampling based on flow monitoring real-time results. .

City of Culver City Wastewater Monitoring and Sewer Planning Civil Engineer for monitoring and planning Services for a seven pump station integration and flow monitoring project for the City of Culver City. Tasks included: providing wastewater monitoring, preparing and replacing pump station control system at two sites; installing a custom metering system; providing flow monitoring for the integration of a city-wide wireless telemetry implementation of a wireless communication network; installing wastewater event notification systems; and providing Floware training for City staff.

City of Riverside Sewer Flow Monitoring Project Civil Engineer for the integration of a sewer flow monitoring system with a city-wide wireless telemetry network. Tasks include: installing wastewater event notification systems; providing system-wide sewer planning; wastewater monitoring; integrating a city-wide Supervisory Control and Data Acquisition (SCADA) system; installing a treatment plant metering system; and providing training to City staff for future wastewater monitoring.

City of South Pasadena Wastewater Monitoring Civil Engineer for a wireless sewer flow monitoring project in the City of South Pasadena. Tasks include installing a custom metering system, analyzing wastewater for inflow and infiltration, and training City staff on the operation and maintenance of the wastewater monitoring system.

Years of Experience: 12
Education:

BS Environmental Engineering
San Diego State University
CA Registered Civil Engineer
NV Registered Civil Engineer
Professional Services Agreement – Consultant Services