City Council
Cody Bass, Mayor
Keith Roberts, Mayor Pro Tem
Scott Robbins, Councilmember
David Jinkens, Councilmember
Heather Horgan, Councilmember
Mission of the City Council
We provide responsive and effective local
government by maintaining a safe, livable, and
well-managed city through smart investment,
reliable services, and thoughtful planning.
City of South Lake Tahoe
City Council
Meeting Agenda
Tuesday, January 27, 2026 at 5:30 pm
City Hall - Council Chambers - 1901 Lisa Maloff Way, South Lake Tahoe Public Participation
City Council meetings are held in person at the time and location listed on this agenda. Meetings are live-streamed on Channel 21, City website at www.cityofslt.us, YouTube at https://www.youtube.com/channel/UC3LYne8Ih-kTPLnnuyJW9SQ/live and via ZOOM at this link:
https://us02web.zoom.us/j/87487127827
A public agenda packet is available for review at City Hall, 1901 Lisa Maloff Way, on the City’s Website at www.cityofslt.us, or by contacting the City Clerk's Office, (530) 542-6005 or [email protected] Providing Public Comment:
In Person: Every agenda for regular meetings provides an opportunity for members of the public to directly address the legislative body (City Council), on any item of public interest which is within the jurisdiction of the City Council during Public Communications. For items on the agenda or in connection with any item which the City Council will consider, the public is given the opportunity to comment before or during the City Council's consideration of the item [Government Code Section 54954.3(a)].
Remote Participation: If you are joining the meeting via ZOOM and would like to make a comment, press the "raise a hand" button. If you are joining the meeting via Channel 21 or live stream and would like to make a comment, please call (530) 542-6500. The meeting ID is: 874 8712 7827. Press *9 to indicate a desire to make a comment. Press *6 to unmute your phone. The Clerk will call you by the last three digits of your phone number when it is your turn to speak. Note: The Mayor reserves the right to conduct the meeting with in-person public participation only, if there is a technology malfunction that precludes the use of remote public participation.
In Writing: Written comments received by 3 p.m. the day before the meeting will be distributed to City Council prior to the meeting. Written public comment regarding any item on this agenda may be sent to [email protected]. When emailing comments, identify the agenda item number in the subject 1 1. City Council Meeting Minutes
line to which your comments relate. Any such comment that is a public record and is emailed to [email protected] or otherwise provided to a majority of the City Council before the meeting will be made available for public inspection during normal business hours at the City Clerk's Office located at City Hall, 1901 Lisa Maloff Way, South Lake Tahoe [Government Code Section 54957.5(b)]. Written comments will not be read out loud during the meeting.
The City Council Chambers meeting facility is accessible to people with disabilities. Every reasonable effort will be made to accommodate any person needing special assistance to attend this meeting.
Contact the City Clerk at (530) 542-6005 at least 48 hours in advance of the meeting for assistance [28 CFR 35.102.35.104 ADA Title II and Brown Act Government Code Sections 54953.2, 54954.1, 54954.2, and 54957.5].
Spanish Interpretations: The public may access Spanish interpretation using the ZOOM link listed on the front of the Agenda from an internet device (smartphone, laptop, tablet, home computer) with audio capabilities and selecting the Spanish language option. Persons without an internet device may attend the meeting in-person and a device will be provided while supplies last. Requests for interpreter services to offer public comment may be made by contacting the City Clerk.
Land Acknowledgement
Land Acknowledgement - The City of South Lake Tahoe acknowledges the lands we occupy today are the lands and home of the Wašíšiw, the people from here known today as the Washoe Tribe of Nevada and California, a sovereign nation. Since the beginning of time and for thousands of years before the arrival of any other people, the Washoe lived here and cared for this place, with values and intention that we can all learn from. On behalf of the City Council, I would like to acknowledge, thank, and honor the Indigenous Washoe Tribal Communities that are the past, present, and future stewards of the Lake Tahoe Basin.
Call to Order/Pledge of Allegiance
Roll Call
Closed Session Report
Public Communications
This is the public's opportunity to speak on any topic NOT LISTED on this agenda. Comments shall be limited to four (4) minutes. In accordance with the Brown Act, the City Council cannot deliberate or vote on any matter raised under public communications, but may briefly respond to statements made or questions posed. (Government Code Sections 54954.2)
City Commission Reports
Consent Agenda
Public Comment - This is the public's opportunity to speak on any topic listed on the Consent Agenda.
Comments shall be limited to three (3) minutes per item and six (6) minutes total per speaker.
The consent agenda consists of items of a repeating or routine nature considered under a single action.
Any Councilmember may have an item on the consent agenda removed and considered separately upon request.
Pass a Motion to adopt the Consent Agenda in one motion except as indicated at each item.
Requested Action / Suggested Motions: Pass a Motion approving the minutes from the January 13, 2026, City Council meeting.
Responsible Staff Member(s): Michelle Davis, Assistant City Clerk and Susan Blankenship, City Clerk
2 2. Amendment to Agreement with Lumos and Associates for James and Eloise Drainage Maintenance Project
3. One-Year Extension of Agreement with PT Revolution Physical Therapy PC for Public Safety Employee Wellness & Injury Prevention Program
4. Application for Grant From Tahoe Fund for Tahoe Valley Stormwater and Greenbelt Improvement Project, Phase 2
5. Agreement with Sunwest Janitorial for Janitorial Services in the New Multigenerational Recreation & Aquatics Center
6. Rockwood to Blackwood Drainage Improvements Project - Ratification of Contract Change Orders Item 1- Executive Summary.pdf
01 13 2026 City Council Meeting Minutes.pdf
Requested Action / Suggested Motions: Pass a Resolution authorizing and directing the Mayor to execute Amendment No. 2 to the Professional Services Agreement with Lumos and Associates, Inc. for engineering design services for the James and Eloise Drainage Maintenance Project, and transferring $5,700 from the General Fund Engineering Professional Services account to the James and Eloise Drainage Maintenance Project account.
CEQA Determination: This action is categorically exempt under CEQA Guidelines sections 15301 (existing facilities) and 15303(d) (new construction of small structures).
Responsible Staff Member(s): Lilian Iverson, Engineering Technician Item 2- Executive Summary.pdf
01_SR_Amendment_2.docx
02-Resolution - Amendment 2.docx
03-Amendment No. 2 to Agreement with Lumos & Associates Requested Action / Suggested Motions: Pass a Motion authorizing and directing the Mayor to execute a one-year extension amendment to the Professional Services Agreement with PT Revolution Physical Therapy PC and for an amount not to exceed $100,000.
Responsible Staff Member(s): Rebecca Penado, Risk Manager Item 3- Executive Summary.pdf
01 - Staff Report - PT Revolution Wellness Program Agreement Extension.docx 02_-_PT_Revolution_Contract_Extension_Amendment.doc
03 - PT Revolution Report on CSLT First Responder Wellness Program.pdf 04_-_C-015-2023_PT_Revolution_Contract.pdf
Requested Action / Suggested Motions: Pass a Motion authorizing staff to submit a grant application to Tahoe Fund for $427,020, including interpretive signage and lighting improvements, for the Tahoe Valley Stormwater and Greenbelt Improvement Project, Phase 2.
CEQA Determination: The Planning Commission adopted a Mitigated Negative Declaration for the Project on May 9, 2019, SCH# 2019029215, and adopted Addendum No. 1 adding the basin and associated improvements at the corner of 4th Street and Barton Avenue on February 20, 2025. This action does not require additional review under CEQA Guidelines section 15162.
Responsible Staff Member(s): Brianna Greenlaw, Senior Civil Engineer Item 4- Executive Summary.pdf
01-Staff Report-Tahoe Fund Application.docx
Requested Action / Suggested Motions: Pass a Motion authorizing and directing the Mayor to execute the Professional Service Agreement with Building Services of CA & Nevada, LLC. dba:
Sunwest Janitorial Contract to provide janitorial services for the New Multigenerational Recreation & Aquatics Center in an amount not to exceed $308,544.00 for the initial two-year term.
Responsible Staff Member(s): John Stark, Director of Parks and Recreation Item 5- Executive Summary.pdf
01-Staff Report - Janitorial Contract 01.27.26.docx
02-SUNWEST PSA Recreation and Aquatics Center.docx
3 No. 1-13 to FW Carson Co.
7. Annual Accountability Report for Bijou Area Erosion Control Project Community Facilities District (CFD2014-1) for Fiscal Year 2025-26
8. Pioneer Trail HSIP Project - Ratification of Contract Change Orders No. 1, 2, and 3 with Globe Engineering and Development and Transfer of Funding
9. Old Colony Inn Residences Tentative Subdivision Map for Condominium Purposes, 3794 Montreal Road, APN 029-720-007, File #TSM25-001
Requested Action / Suggested Motions: Pass a Motion ratifying Change Orders No. 1-13, for an additional $120,958, to FW Carson Co.'s contract for the Rockwood to Blackwood Drainage Improvements Project, for a final not to exceed amount of $1,871,379. The change orders added labor and materials for unforeseen field conditions, adjusted estimated quantities, and extended the time of the contract.
CEQA Determination: The Planning Commission adopted the CEQA Initial Study/Mitigated Negative Declaration for the project on November 19, 2020 (SCH # 202090564), and adopted Addendum No. 1, documenting minor changes for staging and access, and other minor adjustments to the footprint of the channel improvements and drainage designs, on May 16, 2024.
Responsible Staff Member(s): Brianna Greenlaw, Senior Civil Engineer Item 6- Executive Summary.pdf
01-Staff Report-CCO Ratification.docx
02-Project Location Map.pdf
03-CCO 1-13.pdf
Requested Action / Suggested Motions: Receive and File.
Responsible Staff Member(s): Cameron Grant, Engineering Technician Item 7- Executive Summary.pdf
01-Staff Report - Bijou CFD Annual Report.docx
02-Vicinity Map
03-Annual Report
Requested Action / Suggested Motions: Pass a Resolution ratifying Contract Change Orders No. 1, 2, and 3 with Globe Engineering and Development for a total change order value of $61,225.87 and a total revised contract value of $565,756.87 and transferring $14,500 from the Engineering Professional Services Account (100-03210-42020) to the Pioneer Trail HSIP CIP Account (301- 50038-48030).
CEQA Determination: This project is categorically exempt under CEQA Guidelines section 15304 (minor alteration to land).
Responsible Staff Member(s): Stephen Anderjack, Project Manager Item 8- Executive Summary.pdf
01-Staff Report - Pioneer Trail HSIP Project.docx
02-Resolution - Pioneer Trail HSIP Project.docx
PTHSIP_-_CCO_001_-_signed.docx
PTHSIP_-_CCO_002_-_signed.docx
PTHSIP_-_CCO_003_-_signed.docx
Public Hearing
Requested Action / Suggested Motions: Pass a Resolution: 1) finding The Old Colony Inn Residence Tentative Subdivision Map for Condominium Purposes is exempt from CEQA pursuant to Section 15332, Class 32: 2) finding the Tentative Subdivision Map is consistent with the Subdivision Map Act; and, 3) approving the Old Colony Inn Residence Tentative Subdivision Map for Condominium Purposes.
CEQA Determination: This project is categorically exempt under CEQA Guidelines Section 15332 (infill development).
4 10. Selection of Executive Search Firm for City Manager Recruitment
11. Interim City Manager Contract and Salary Schedule Revision
12. Amended Funding Agreement with the South Shore Transportation Management Association (SS/TMA)
Responsible Staff Member(s): John Hitchcock, Planning Manager Item 9- Executive Summary.pdf
01 - Staff Report - 3794 Montreal Tentative Map.docx
02 - Resolution 2024-021.pdf
03 - Old Colony Inn Residences Tentative Subdivision Map.pdf 04 - Caltrans Reservation of Easement 1970-14227.pdf
05 - Abandonment Letter to Caltrans.pdf
06 - Resolution - 3794 Montreal Tentative Map.docx
07 - PC Resolution 2025-017_Tentative Subdivision Map, 3794 Montreal Road, File #TSM25- 001.pdf
08 - Tribune Proof.pdf
09-Proof of Mailing_Redacted.pdf
Regular-New Business
Requested Action / Suggested Motions: Pass a Motion authorizing and directing the Mayor to execute a professional service agreement with the selected executive search firm.
Responsible Staff Member(s): Ember Buckman CGHR-CP, Human Resources Manager Item 10- Executive Summary.pdf
01-Staff Report Executive Search Firm - City Manager Recruitment.docx 02 -RFP Executive Recruitment Firm for City Manager Recruitment.pdf 03 - Bob Murray Assoc CSLT City Manager Proposal.pdf
04 - CPS HR Proposal for CSLT Exec Search CM.pdf
05 - JGA Proposal for RFP City Manager Recruitment.pdf
06 -Koff Assoc SLT City Manager Proposal.pdf
07 -Prothman Lake Tahoe City Manager Recruitment Proposal.pdf 08 -Ralph Anderson Proposal SLT City Manager.pdf
09 - SGR Proposal SouthLakeTahoeCA CM.pdf
10 - WBCP Proposal City of South Lake Tahoe City Manager.pdf 11 -Altiora Consulting Proposal for RFP Executive Recruitment Firm.pdf 12 - Arndt South Lake Tahoe City Manager Proposal.pdf
13 - Duffy Group CSLT Proposal RFP Response City Manager.pdf 14 - MGT PROPOSAL City of South Lake Tahoe City Manager.pdf 15 -Netsynk Executive Recruitment Firm Proposal.pdf
16 -Raftelis Proposal.pdf
17 - Recruiting Source International RFP The City of South Lake Tahoe.pdf Requested Action / Suggested Motions: Pass a Resolution authorizing and directing the Mayor to execute an Agreement with Assistant City Manager Hilary Roverud for the position of Interim City Manager and approving the revised City Salary Schedule for Interim City Manager.
Responsible Staff Member(s): Ember Buckman CGHR-CP, Human Resources Manager Item 11- Executive Summary.pdf
01-Staff Report Interim City Manager Contract.docx
02-Resolution - Interim City Manager.docx
03-Interim City Manager Contract - Roverud (Exh. A to Reso).pdf 04-Salary Table Interim City Manager (Exh. B to Reso).pdf Requested Action / Suggested Motions: (1) Pass a Motion authorizing and directing the Mayor to execute the Amended and Restated Funding Agreement with SS/TMA for $3,050,000 to provide three years of microtransit service including expansion citywide; and (2) Pass a Resolution appropriating an additional $200,000 for Microtransit Service from Parking Garage Revenues into 5 13. Agenda Planning Calendar
account 520-05320-44032, Contributions/Sponsorships.
Responsible Staff Member(s): Hilary Roverud, Assistant City Manager Item 12- Executive Summary.pdf
01-Staff Report - SS/TMA Funding Agreement
02-SSTMA SB125 Funding Approval
03-Amended Funding Agreement redline
04-Amended Funding Agreement clean
05-Resolution - Appropriating Funds for SS/TMA Agreement Agenda Planning Calendar
Requested Action / Suggested Motions: Identify, with consent of at least two Council Members, any desired future agenda items, and/or modify the Agenda Planning Calendar as desired.
Responsible Staff Member(s): Susan Blankenship, City Clerk, and Joseph Irvin, City Manager Item 13- Eecutive Summary.pdf
APC 2026.pdf
Updates and Announcements (City Attorney, City Clerk, City Manager) Councilmember Reports and Comments - Assignments to Boards, Committees, and Commissions
Adjournment
I, Susan Blankenship, City Clerk for the City of South Lake Tahoe, declare that the foregoing agenda for the Tuesday January 27, 2026, City Council meeting was posted and available for review on Thursday, January 22, 2026, at City Hall, 1901 Lisa Maloff Way, South Lake Tahoe, CA 96150. The agenda was also available on the City's website at https://www.cityofslt.us.
Signed January 22, 2026
\\sb\\ Susan Blankenship, Elected City Clerk
6 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: January 27, 2026
Agenda Item #:1
Agenda Item: City Council Meeting Minutes
Executive Summary: City Council is asked to formally approve the January 13, 2026, meeting minutes.
Requested Action / Suggested Motions: Pass a Motion approving the minutes from the January 13, 2026, City Council meeting.
Responsible Staff Member: Michelle Davis, Assistant City Clerk and Susan Blankenship, City Clerk Reviewed and Approved By: Heather Stroud, City Attorney Attachments:
01 13 2026 City Council Meeting Minutes.pdf
7 City of South Lake Tahoe
City Council
Meeting Minutes
Tuesday, January 13, 2026 at 9:00 am
City Hall - Council Chambers - 1901 Lisa Maloff Way, South Lake Tahoe NOTE: The Meeting Minutes represent actions taken during the meeting of the City Council. Complete Council member discussions on Regular Session meeting items can be viewed in archived video recordings on the City’s website at http://www.cityofslt.us Public submittals on items are retained in the administrative record and can be viewed in the City Clerk’s repository at http://www.cityofslt.us
Land Acknowledgement
Mayor Bass read the Land Acknowledgement.
Call to Order/Pledge of Allegiance
Mayor Bass called the meeting to order at 9:00 a.m. and the led the pledge of allegiance.
Roll Call
Present were Mayor Bass, and Councilmembers Robbins, Jinkens, Roberts, and Horgan.
Also present were City Manager Irvin, City Attorney Stroud, and City Clerk Blankenship.
Closed Session Report
Closed Session Report from January 13, 2026:
1. Conference with Legal Counsel – Anticipated Litigation, Significant Exposure to Litigation - Government Code section 54956.9(d)(2). Regarding Liability Claim from Riccomini Family Trust Regarding Partial Refund of Inclusionary Housing Ordinance In-Lieu Fee.
Action: No reportable action.
2. Conference with Legal Counsel – Existing Litigation – Government Code section 54956.9(d)(1).
Case: South Lake Tahoe Property Owners Group v. City of South Lake Tahoe, Third Appellate District Case No. C103980.
Action: No reportable action.
Closed Session Report from October 15, 2025:
1. Conference with Legal Counsel – Existing Litigation – Government Code section 54956.9(d)(1)
Case: John Miller v. City of South Lake Tahoe, Workers’ Compensation Appeals Board Case Nos. ADJ17872997 and ADJ19215685.
Action: Settled by compromise and release in the amount of $40,000. 8 Closed Session Report from December 9, 2025:
1. Conference with Legal Counsel – Anticipated Litigation, Significant Exposure to Litigation - Government Code section 54956.9(d)(2)
Regarding Liability Claim from Chris Fanini Regarding Partial Refund of Inclusionary Housing Ordinance In-Lieu Fee.
Action: Settled by compromise and release in the amount of $50,506.33 Public Communications
Public comments were heard from the following people:
1. Larry Pedigo- Councilmember Horgan, inflation, loss of businesses, cost of living, census change, insurance, “vision” as a strategic priority
2. Melissa Soderston- Kidnappings, VP Vance, SLTPD
3. Ed Mosur- City retiree benefits lawsuit
4. Kelly O’Haire- Thank you to City Manager Irvin, massage parlor blight, business window advertising blight
5. Robert Aaron – Fire hazards, child protection, community cleanup, Tamara Wallace, City Manager Irvin leaving position
6. Rafael- VHR buffer zone removal
Written public comment was received from the following person:
1. Anna Gaofano- Discounted parking in Stateline area
City Commission Reports
Student Advisors Sebastian Guerrero and Myra Donahue- provided verbal report.
Reorganization of the City Council
1. 2026 Mayor and Mayor Pro Tem Selection
Action: Moved/Seconded: Horgan/Bass
Yes: Bass, Roberts, Jinkens, Horgan
No: Robbins
Action: Passed Motion 2026-001 selecting Bass as Mayor and Roberts as Mayor Pro Tem for the year 2026.
Public comment was heard from the following people:
1. Lou Perini
2. John Messina
3. Larry Pedigo
4. Melissa Soderston
5. Ed Mosur
Consent Agenda
Action: Moved/Seconded: Jinkens/Roberts
Yes: Bass, Roberts, Robbins, Jinkens, Horgan
Note: Councilmember Robbins voted “No” on Item 8.
Note: Item 11 was pulled from the Consent Agenda by Councilmember Jinekns.
Action: Passed the Consent Agenda, without Item 11, and with noted “No” vote on Item 8.
2. City Council Meeting Minutes
Action: Passed Motion 2026-002 approving the minutes from the December 9, 2025, City Council meeting.
3. Agreement with the Tahoe Resource Conservation District for General Forestry Services for Fuels Reduction Projects
Action: Passed Motion 2026-003 authorizing and directing the Mayor to execute an agreement with the Tahoe Resource Conservation District (C-006-2026) for General Forestry Services for fuels reduction projects within the South Shore of Lake Tahoe.
Public comment was heard from the following person:
1. Melissa Soderston
2. John Messina 9
4. Data Sharing Agreement with Xylo Risk, Inc. (XyloPlan) for Tahoe Fund Smart Community Pilot Project
Action: Passed Motion 2026-004 authorizing and directing the Mayor to execute Data Sharing Agreement with XyloPlan (C-007-2026) for Tahoe Fund Fire Smart Community Pilot Project.
Public comments were heard from the following people:
1. Larry Pedigo
5. Right of Entry Agreement with El Dorado County and Lake Valley Fire Protection District for Fuels Reduction work on County-Owned Properties Action: Passed Motion 2026-005 authorizing and directing the Mayor to execute a Right of Entry Agreement between El Dorado County, the City of South Lake Tahoe, and Lake Valley Fire Protection District (C-008-2026) for Fuels Reduction work on County-owned properties.
Public comments were heard from the following people:
1. Melissa Soderston
2. John Messina
6. Self-Contained Breathing Apparatus (SCBA) Purchase
Action: Passed Motion 2026-006 authorizing the City Manager to execute a Purchase Order for the purchase of new SCBA inventory from ALL STAR Fire Equipment (C-009-2026) for an amount not to exceed $361,799.51.
7. Fire Department Purchase of Three Light Duty Vehicles Action: Passed Motion 2026-007 authorizing the City Manager to execute a Purchase Order for three (3) Chevrolet Silverado 1500 PPV pickup trucks from Champion Chevrolet (C-010- 2026), for an amount not to exceed $162,255.84.
Public comments were heard from the following people:
1. Nick Speal
2. John Messina
8. Authorization to Purchase Two Community Service Officers Vehicles from Champion Chevrolet
Note: Councilmember Robbins voted ‘No” on this item.
Action: Passed Motion 2026-008 authorizing the purchase of two 2026 Chevy Silverado 4WD pickups from Champion Chevrolet (C-011-2026), using existing budget up to $101,766.60 and authorize the City Manager to execute the Purchase Order to Champion Chevrolet.
Public Comment was heard from the following person:
1. Nick Speal
9. Grant Application to California Office of Traffic Safety for Special Enforcement of Traffic and Alcohol-Related Crimes
Action: Passed Resolution 2026-001 authorizing the Chief of Police to submit a grant application to the California Office of Traffic Safety for special enforcement of traffic and alcohol-related crimes, running of DUI checkpoints, and press releases, up to $100,000.00. Grant funds will be used to carry out enforcement related to a host of traffic and criminal violations in our community including, but not limited to, DUI enforcement, seatbelt violations, motorcycle, bicycle, and pedestrian details. It will also be used for in-state travel for related trainings, and to purchase supplies and equipment.
Public Comment was heard from the following person:
1. Ed Mosur
2. Larry Pedigo
10 10. Funding Transfer for Upper Truckee River Bridge Pier Protection Design Services Action: Passed Resolution 2026-002 authorizing the Transfer of $58,500 from General Fund Engineering Account to the new Upper Truckee River Bridge Pier Protection Capital Project Account
Public Comment was heard from the following person:
1. Alan Miller *written comment distributed
11. Reimbursement Agreement with Southwest Gas
Note: This item was pulled from the Consent Agenda. By Councilmember Jinkens Action: Moved/Seconded: Jinkens/Horgan
Yes: Bass, Roberts, Robbins, Jinkens, Horgan
Action: Passed Resolution 2026-003 authorizing and directing the Mayor to execute a reimbursement agreement with Southwest Gas (C-012-2026) for their 2025 construction project in the Tahoe Keys neighborhood and amending the Street Overlay Program account (301- 50005) by appropriating $321,964.10 in paving funds from Southwest Gas into revenue code 34415 and expense code 48030 for the purpose of funding the Road Rehabilitation Projects.
Public Comment was heard from the following people:
1. Ed Mosur
2. Larry Pedigo
Regular-Unfinished Business
12. Amended and Restated Purchase and Sale Agreement with NDC Lake Tahoe, LP for Affordable Housing Project at 3900-3908 Lake Tahoe Boulevard Action: Moved/Seconded: Horgan/Robbins
Yes: Bass, Roberts, Robbins, Jinkens, Horgan
Action: Passed Motion 2026-009 granting a one-year extension on the closing deadline under the current Purchase and Sale Agreement to January 18, 2027.
Public Comment was heard from the following people:
1. Lou Perini
2. Ed Mosur
3. Amelia Richmond
4. Melissa Soderston
5. Deepak Sharma
6. Bobby Gonzales
7. Allan Miller *written comment submitted
Note: Mayor Bass announced this Item would be heard before Item 13 under Unfinished Business.
14. Reimbursement Agreement with South Tahoe Transit Joint Powers Authority Action: Moved/Seconded: Roberts/Horgan
Yes: Bass, Roberts, Robbins, Jinkens, Horgan
Action: (1) Passed Resolution 2026-005 authorizing budget appropriations in an amount of $51,551 (for the City's share) from General Fund Undesignated Excess Reserves for the South Tahoe Transit JPA FY 2025/2026 budget; and (2) Passed Resolution 2026-006 authorizing and directing the Mayor to execute the Reimbursement Agreement for Managing Agency Services with South Tahoe Transit Joint Powers Authority (C-015-2026).
Public comment was heard from the following people:
1. John Messina
2. Ed Mosur
11 13. Shelter Pass Program
Action: Moved/Seconded: Robbins/Jinkens
Yes: Bass, Roberts, Robbins, Jinkens, Horgan
Action: 1) Passed Resolution 2026-004 approving the Program Guidelines, directing staff to establish the Shelter Pass Program, and approving budget appropriation of $80,000 from El Dorado County Opportunity Knocks Continuum of Care and $15,000 from General Fund Undesignated Excess Reserves; 2) Passed Resolution 2026-005 ratifying the grant application and authorizing the City Manager to enter into agreement with the California Department of Housing and Community Development, Homeless Housing, Assistance and Prevention (HHAP) for receipt of grant funding through El Dorado County (C-013-2026); and 3) Passed Motion 2026-10 authorizing and directing the Mayor to execute the Subrecipient Agreement with Tahoe Coalition for the Homeless (C-014-2026).
Public comments were heard from the following people:
1. Chris Proctor, Barton Health
2. Melissa Soderston
3. John Messina
4. Chelcee Thomas, Vista Rise Collective
15. 2026 City Council Meeting Schedule
Action: No changes were made to the 2026 City Council meeting schedule.
Public comment was heard from the following person:
1. John Messina
16. City Council Assignments to Boards and Commissions
Action: Moved/Seconded: Robbins/Jinkens
Yes: Bass, Roberts, Robbins, Jinkens, Horgan
Action: Passed Motion 2026-011 making the following appointments:
1. Creation of Ad Hoc Sign Ordinance Committee: Bass, Robbins
2. California Tahoe Conservancy: Roberts
3. City Selection Committee: Bass
4. Local Agency Formation Commission: Jinkens, ALT: Bass
5. El Dorado Countywide Oversight Board: Horgan, ALT: Robbins
6. Tahoe Regional Planning Agency: Bass, ALT: Jinkens
7. Tahoe Transportation District: Robbins, ALT: Bass
8. South Tahoe Transit JPA: Bass, Roberts, ALT: Robbins
9. Abandoned Vehicle Abatement: Horgan
10. Cal Tahoe JPA: Roberts, Horgan, ALT: Robbins
11. Clean Tahoe: Roberts, Sara Letton (City’s Sustainability Coordinator)
12. El Dorado County Commission on Aging: John Messina (Council Representative)
13. League of California Cities: Jinkens
14. Park Avenue Development Project Plaza Maintenance Association: Bass, Jinkens
15. South Lake Tahoe Recreation Facilities JPA: Robbins
16. Community Play Consortium JPA: Horgan
17. South Lake Tahoe Basin Waste Management JPA: Roberts, ALT: Horgan
18. Tahoe Prosperity Center: Removing this assignment.
19. Lake Tahoe Visitor’s Authority Board: Bass
20. El Dorado County Community Action Council: Horgan
21. Tahoe Chamber of Commerce: Roberts
22. South Lake Tahoe Lodging Association: Roberts
23. South Tahoe Chamber of Commerce: Removing this assignment.
24. El Dorado County Transportation Commission: Bass, ALT: Robbins
25. Finance Subcommittee: Jinkens, Robbins
12 17. Update to City Council Protocols
Action: Moved/Seconded: Jinkens/Roberts
Yes: Bass, Roberts, Robbins, Jinkens, Horgan
Action: Passed Motion 2026-012 approving amendment to City Council protocols as presented.
Note: Mayor Bass announced this item would be brought back for future discussion at a Special Meeting.
Regular-New Business
18. Roles and Expectations of City Commissions, Boards, and Committees Action: Council made no changes to the Roles and Expectations of City Commissions, Boards, and Committees.
Public comment was heard from the following people:
1. Erika Gonzalez, Police Advisory Commission Chair
2. John Messina
19. Citizen Appointments to City Boards and Commissions Note: Staff noted Steve Weiss withdrew his application.
Action: Moved/Seconded: Robbins/Jinkens
Yes: Bass, Roberts, Robbins, Jinkens, Horgan
Action: Passed Motion 2026-013 making the following appointments:
1. Parks and Recreation Commission: Jerry Bindel, Mark Costigan, David Gregorich
2. Planning Commission: Gavin Feiger, Julia Lucksinger, Erika Gonzalez (limited term)
3. Arts, Culture, Tourism: Samantha Rebrovich, Ryn Muat (LTVA nonvoting representative), and providing direction to the City Clerk to resolicit for a youth member.
4. Police Advisory Commission: John Messina, Alberto Manfredi, Rebecca Sheff (limited term)
5. Independent Citizens’ Oversight Committee (Measure P): Alberto Manfredi (limited term) Public comments were heard from the following people:
1. Mark Costigan (applicant)
2. Robert Gonzales (applicant)
3. John Messina (applicant)
4. Julia Lucksinger (applicant)
5. Gavin Feiger (applicant)
6. Erika Gonzalez (applicant) *written comment submitted
7. Erick Asbury (applicant)
8. Stacy Ballard
9. Rebecca Sheff (applicant)
10. Samantha Rebrovich (applicant)
Written public comment was received from the following people:
1. David Gregorich
2. Steve Weiss
20. Consideration of 2026 Paving Program Options – Johnson Boulevard with James & Eloise Neighborhood or Al Tahoe Neighborhood
Action: Moved/Seconded: Bass/Jinkens
Yes: Bass, Roberts, Jinkens, Horgan
No: Robbins
Action: Passed Motion 2026-014 selecting Option 2: Johnson Blvd. and Al Tahoe Neighborhood.
Public comments were heard from the following people:
1. Nick Speal
2. John Messina
13 21. Agreement with Stantec Consulting Services, Inc. for Design and Permitting Services for El Dorado Beach Revetment and Improvements Project Note: At this time, Councilmember Horgan left the meeting.
Action: Moved/Seconded: Robbins/Jinkens
Yes: Bass, Roberts, Robbins, Jinkens
Absent: Horgan
Action: 1) Passed Motion 2026-015 authorizing and directing the Mayor to execute a Professional Services Agreement with Stantec Consulting Services, Inc. (C-016-2026) for Phase 1 services for the El Dorado Beach Revetment and Improvements Project for a not-to-exceed amount of $149,971; and 2) Passed Motion 2026-016 directing staff to pursue planning, design, and permitting for preferred interim and permanent priorities for El Dorado Beach (structural protection of Lakeview Commons only or structural protection of Lakeview Commons and preservation of the beach.
Public comments were heard from the following people:
1. Melissa Soderston
2. John Messina
3. Lou Perini
4. Allen Miller *written comment submitted
Agenda Planning Calendar
22. Agenda Planning Calendar
Action: Received and filed.
Updates and Announcements (City Attorney, City Clerk, City Manager) City Clerk Blankenship
1. Arts, Culture, and Tourism solicitation for a youth member will be brought back in February.
City Manager Irvin
1. Welcome to new Director of Public Works Dr. Mohammad Qureshi Councilmember Reports and Comments - Assignments to Boards, Committees, and Commissions
Councilmember Robbins
1. Request for agenda item on Paving Prioritization Policy (Bass seconded).
2. Request for agenda item on discounted parking permits in Heavenly Village (Bass seconded).
Councilmember Jinkens
1. Thank you to Council for debate and agreements
Mayor Pro Tem Roberts
1. Upcoming City Council protocol special meeting
Adjournment
Mayor Bass adjourned the meeting at 5:51 p.m.
14 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: January 27, 2026
Agenda Item #:2
Agenda Item:
Amendment to Agreement with Lumos and Associates for James and Eloise Drainage Maintenance Project
Executive Summary: Staff is requesting City Council approval of an amendment to the Professional Services Agreement with Lumos and Associates, Inc. to complete final engineering design services for the James and Eloise Drainage Maintenance Project. The amendment authorizes an additional $7,500, reallocates $1,800 from Task 7 to Task 2, and transfers $5,700 from the Engineering Professional Services account (100-03210-42020) to the James and Eloise Drainage Maintenance Project account (301-40053-48020). These changes increase the total contract amount to $65,619 and extend the contract term through December 31, 2026.
Requested Action / Suggested Motions: Pass a Resolution authorizing and directing the Mayor to execute Amendment No. 2 to the Professional Services Agreement with Lumos and Associates, Inc. for engineering design services for the James and Eloise Drainage Maintenance Project, and transferring $5,700 from the General Fund Engineering Professional Services account to the James and Eloise Drainage Maintenance Project account.
Responsible Staff Member: Lilian Iverson, Engineering Technician Reviewed and Approved By: Mohammad Qureshi, Director of Public Works Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01_SR_Amendment_2.docx
02-Resolution - Amendment 2.docx
03-Amendment No. 2 to Agreement with Lumos & Associates 15 Council Agenda Report January 27, 2026 Page 1 of 2
City of South Lake Tahoe
Report to City Council
Meeting Date: January 27, 2026
Title: Authorize Amendment No. 2 (C-XXX-2026) and Transfer $5,700 in Funds from the Engineering Professional Services account to the James and Eloise Drainage Maintenance Project
Location: James and Eloise Neighborhood
Responsible Staff Member: Lilian Iverson, Engineering Technician, 530-318-1900 Background:
Lumos and Associates (Lumos) serves as the civil engineering consultant for the James and Eloise Drainage Maintenance Project and has provided professional services under the Professional Services Agreement (C-172-2024) since July 2024. The project is intended to improve storm drainage infrastructure in the James and Eloise area.
On July 23, 2024, the City Manager approved a professional services contract with Lumos in the amount of $27,200. Amendment No. 1 increased the contract by $32,719 to support the development of construction plans for rerouting the storm drain, bringing the total contract amount to $59,919.
During final design, additional revisions expanded the scope of work, including changes to the private property storm drain connection, removal of the CMP/inlet on Eloise, addition of a new inlet and connection on Eloise, and offsite grading within the Eloise basin. Additional funding is required to complete final design and address remaining comments.
Issue and Discussion:
The original design budget has exceeded its not-to-exceed amount due to the additional design revisions. Amendment No. 2 authorizes an additional $5,700 and reallocates $1,800 of available funds from Task 7 to Task 2 to allow Lumos and Associates to complete final design services. The proposed budget transfer will move $5,700 from the Engineering Professional Services account to the James and Eloise Drainage Maintenance Project account.
Financial Implications:
Approval of Amendment No. 2 will increase the Lumos and Associates contract by $5,700, bringing the total contract amount to $65,619. Funding for this amendment will be provided through a $5,700 transfer from the Engineering Professional Services account (No. 100-03210- 42020) to the James and Eloise Drainage Maintenance Project account (No. 301-40053-48020).
Sufficient funds are available, and this action will not require additional appropriations or impact the General Fund.
16 Council Agenda Report January 27, 2026 Page 2 of 2
Environmental Considerations:
This action is categorically exempt from review under the California Environmental Quality Act (“CEQA”) under CEQA Guidelines sections 15301 (repair and minor alteration of existing public facilities involving negligible expansion of former use) and 15303(d) (new construction of small structures involving utility extensions including street improvements to serve such construction).
Policy Implications:
Completion of the James and Eloise Drainage Maintenance Project supports the City’s infrastructure maintenance goals by improving stormwater management and drainage reliability.
The project aligns with City Council priorities to maintain and upgrade existing public infrastructure while reducing long-term maintenance needs.
This contract aligns with the City’s strategic priorities by furthering Priority #5, Improve Transportation, through protecting roadway infrastructure, enhancing drainage performance, and reducing the risk of storm-related damage.
17 Resolution 2026-XXX January 27, 2026 Page 1 of 1
Resolution 2026-XXX
Adopted by the City of South Lake Tahoe
City Council
January 27, 2026
Authorize Amendment No. 2 to Agreement Lumos & Associates and Transfer $5,700 in Funds from the Engineering Professional Services account to the James and Eloise Drainage Maintenance Project
BACKGROUND
A. On July 23rd, 2024, the City Manager approved a Professional Services Agreement (C-172-2024) with Lumos and Associates in the amount of $27,200 for civil engineering design services for the James and Eloise Drainage Maintenance Project.
B. Amendment No. 1 (C-318-2024) authorized changes to the initial proposal to proceed with developing construction plans for rerouting the storm drain. Amendment No. 1 increased the original contract amount by $32,719.00, for an amended total fee of $59,919.00.
C. Amendment No. 2 is requested due to unanticipated revisions that expanded the scope of engineering services. These changes included modifying the private property storm drain connection, removing the existing CMP/inlet on Eloise, adding a new inlet and connection on Eloise, and completing additional offsite grading work. To finish the final design and address remaining comments, additional funding is required. This amendment reallocates $1,800 from Task 7 to Task 2 and adds $5,700 to the contract, increasing the total contract amount to $65,619. The contract term will extend through December 31, 2026.
BASED ON THE FACTS SET FORTH IN THE BACKGROUND, BE IT RESOLVED that the City Council of the City of South Lake Tahoe:
1. Authorizes and directs the Mayor to execute Amendment No. 2 to the professional services agreement with Lumos and Associates in the amount of $5,700, increasing the total contract value to $65,619.
2. Authorizes the transfer of $5,700 from account number 100-03210-42020 (Engineering Professional Services) to account number 301-40053-48020 (James and Eloise Drainage Maintenance Project – Expense) to fund the amendment.
Adopted by the City of South Lake Tahoe City Council on January 27, 2026, by the following vote:
Ayes:
Noes:
Abstain:
Absent:
________________________ Date:_________
Cody Bass, Mayor
Attest:
________________________
Susan Blankenship, City Clerk
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe City Council.
18 City of South Lake Tahoe –
PSA Amendment No. 2 (C-XXX-XXXX) to C-172-2024
AMENDMENT 2 (C-XXX-2026) TO PROFESSIONAL SERVICES
AGREEMENT
The Professional Services Agreement entered into on July 23rd, 2024, between the City of South Lake Tahoe, a municipal corporation (“CITY”) and Lumos and Associates (“CONSULTANT”) is hereby amended as set forth below.
The terms of the Professional Services Agreement (C-172-2024) are hereby amended to read as follows:
The following language is hereby added to the end of Section 1: Scope of Services.
Project, as described in Amendment 2 – Exhibit A, which is attached hereto and incorporated herein by reference. Consultant shall provide said services at the time, place and in the manner specified in Amendment 2 – Exhibit A subject to the direction of the City. Consult shall have no power or authority by this Agreement to bind City in any respect.
Section 2 is hereby repealed in its entirety and replaced with the following language:
Section 2. Term/Time of Performance. The services by Consultant are to commence upon the execution of this Agreement and shall continue until all authorized work is approved by City. All such work shall be completed not later than December 31 st, 2026.
Time is of the essence, and failure of Consultant to perform the services required by this Agreement, as amended, by December 31
st, 2026 shall constitute a material breach of this
Agreement as amended.
Section 3 is hereby repealed in its entirety and replaced with the following language:
Section 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the Schedule set forth in Amendment 2 – Exhibit A, which is attached hereto and incorporated herein by reference. Pursuant to this amendment, the full budget from Task 7 (TRPA Permitting), totaling $1,800, will be reallocated to Task 2 (Civil Design, OPCC, and Construction Documents) to cover a portion of the ongoing Civil Improvement Plan revisions. An additional amount of $5,700.00 is authorized under this amendment. In no event shall Consultant compensation for work performed under this Agreement exceed the total contract amount of $59,919.00 (as amended by Amendment 1) plus the additional fee of $5,700.00 (Amendment 2), for a total amended fee of $65,619.00, without prior authorization from the City. Payment by the City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.
Payment is contingent upon compliance with all terms and conditions of this Agreement, as set forth herein. Consultant shall obtain prior written authorization from the City Project Manager for any costs in excess of budgeted amounts for each line item, task, or obligation under the Scope of Services.
19 City of South Lake Tahoe –
PSA Amendment No. 2 (C-XXX-XXXX) to C-172-2024
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
CITY OF SOUTH LAKE TAHOE CONSULTANT
By: __________________________ By: __________________________________ Cody Bass, Mayor Dan Stucky, P.E. Director of Engineering
Business License # 314513
APPROVED AS TO FORM: ATTEST:
_____________________________ __________________________ Heather Stroud, City Attorney Susan Blankenship, City Clerk 20 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: January 27, 2026
Agenda Item #:3
Agenda Item: One-Year Extension of Agreement with PT Revolution Physical Therapy PC for Public Safety Employee Wellness & Injury Prevention Program
Executive Summary: In 2023, the City entered into a contract with PT Revolution for a term of three years with two one-year renewal options and for an amount not to exceed $100,000 per year to provide specific and comprehensive wellness services to employees in the Police Department and Fire Department to improve the health of those employees and prevent work-related injuries. The program has been successful and well-utilized by public safety employees. Staff recommends extending the PT Revolution contract for the first of the two one-year renewal options.
Requested Action / Suggested Motions: Pass a Motion authorizing and directing the Mayor to execute a one-year extension amendment to the Professional Services Agreement with PT Revolution Physical Therapy PC and for an amount not to exceed $100,000.
Responsible Staff Member: Rebecca Penado, Risk Manager
Reviewed and Approved By: Heather Stroud, City Attorney Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance
Attachments:
01 - Staff Report - PT Revolution Wellness Program Agreement Extension.docx 02_-_PT_Revolution_Contract_Extension_Amendment.doc
03 - PT Revolution Report on CSLT First Responder Wellness Program.pdf 04 - C-015-2023 PT Revolution Contract.pdf
21 Council Agenda Report January 27, 2026 Page 1 of 2
City of South Lake Tahoe
Report to City Council
Meeting Date: January 27, 2026
Title: One-Year Extension of Agreement with PT Revolution Physical Therapy PC for Public Safety Employee Wellness & Injury Prevention Program
Location: Citywide
Responsible Staff Member: Becky Penado, Risk Manager – 530-542-6064 Background:
In 2023, the City entered a three-year contract with two (2) one (1) year renewal options with PT Revolution to provide specific and comprehensive wellness services to employees in the Police Department and Fire Department. The purpose of the program is to improve the health of these employees and prevent work-related injuries in an amount not to exceed $100,000 per year. The program has been successful and well-utilized by public safety employees.
Services offered by the program include health risk appraisals, mental health services, physical training services, physical therapy services for non-work-related injuries, lifestyle/nutritional health coaching, and repetitive motion therapy for Police and Fire Department employees. The program and each of its services is on an opt-in basis for staff.
Issue and Discussion:
In January 2023, after conducting a Request for Proposals process, staff recommended and City Council approved passing a motion to authorize and direct the Mayor to execute a Professional Services Agreement with PT Revolution Physical Therapy PC to provide specific and comprehensive wellness services to both the sworn and civilian staff of the South Lake Tahoe Police Department and South Lake Tahoe Fire Rescue for a term of three years, with two (2) one (1) year renewal options, in an amount not to exceed $100,000 per year.
Based on the success of the program and positive feedback received , staff recommends passing a motion to authorize and direct the Mayor to execute a one-year extension amendment to the Professional Services Agreement with PT Revolution Physical Therapy PC and for an amount not to exceed $100,000.
Financial Implications: The contract amount is not to exceed $100,000 per year. Staff allocated money into account #100-01220-42020 – Risk Management Professional Services during the budgeting process to be to fund the program. Since beginning the program in 2023, the amount of lost time from work following a work-related injury in Police and Fire has been reduced by over 53%. Lost time from work is one of the most substantial costs for employers in California’s workers’ compensation system.
22 Council Agenda Report January 27, 2026 Page 2 of 2
Environmental Considerations: This action is not a “project” subject to review under the California Environmental Quality Act (CEQA) under CEQA Guidelines section 15378(b)(5) (organizational or administrative activities that will not result in direct or indirect physical changes in the environment).
Policy Implications: The Public Safety Employee Wellness & Injury Prevention Program will continue to help improve the overall physical and mental health of all Fire and Police Department employees and reduce the number of work-related injuries. 23 City of South Lake Tahoe – PT Revolution
Amendment No. 1
CITY OF SOUTH LAKE TAHOE
FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
Between the City of South Lake Tahoe and PT Revolution Physical Therapy PC
This First Amendment is entered into and effective as of the 27th day of January 2026 and modifies the Professional Services Agreement dated January 24, 2023 (“Agreement”), between the City of South Lake Tahoe, a municipal corporation (“City”) and PT Revolution Physical Therapy PC (“Provider”), collectively referred to herein as the “Parties”.
Recitals
A. WHEREAS, Provider agreed to provide City with services to provide specific and comprehensive wellness services to both sworn and non-sworn employees in the Police Department and Fire Department;
B. WHEREAS, the services of the Provider were not to exceed three (3) years’ time under the Agreement, with two (2) one (1) year renewal options; C. WHEREAS, the Parties now desire to amend the Agreement’s Term/Time of Performance to renew the contract for one (1) year.
NOW, THEREFORE, in consideration of the mutual covenants contained in the Agreement as amended hereby, the Parties agree to the following:
Terms of First Amendment to the Agreement
The parties agree to exercise the first renewal option to extend the term of the agreement for one year, for an amount not to exceed $100,000.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
CITY OF SOUTH LAKE TAHOE: PROVIDER:
By: ______________________________ By: __________________________ Mayor Jason Collin, President
Business License # 011703
APPROVED AS TO FORM: ATTEST:
_____________________________ __________________________ Heather Stroud, City Attorney Susan Blankenship, City Clerk 24 First Responder
Wellness & Injury
Prevention Program
Program
Update &
Renewal
Request
Submitted To:
Rebecca Penado, Risk Manager
25 Dear City Council and Staff,
It is with great enthusiasm that we
submit this program update and
request renewal for the First Responder
Wellness & Injury Prevention Program.
The work proposed herein shall remain
valid for a period of not less than 120
calendar days from the date of
submission.
PT Revolution
2038 Lake Tahoe Blvd
South Lake Tahoe, CA 96150
(530) 208-9910
Jason Collin, MS, PT, EDD
President, PT Revolution
2038 Lake Tahoe Blvd
South Lake Tahoe, CA 96150
(530) 208-9910
Signature
26 Table Of
Contents
04 Executive
Summary
06 Program
Intent &
Scope
8 Participation &
Utilization
Voices
from the
Field
10 12
Requested
Council Action
27 PT REVOLUTION / 4
Executive
Summary
For the past three years, the City of South Lake Tahoe has invested in the health and readiness of its Police and Fire personnel through the PT Revolution First Responder Wellness & Injury Prevention Program. The program provides proactive access to physical therapy, performance training, nutrition services, massage therapy, and mental health support, all tailored to the physical demands and unpredictable schedules of first responder work.
First responders report faster recoveries, fewer nagging injuries, improved strength and mobility, better sleep and stress resilience, and greater confidence performing under pressure. Many describe the program as “lifechanging, ” noting earlier return to full duty and reduced lost work time following injury.
The program has also delivered meaningful mental and emotional health benefits, including improved coping skills, reduced stress, and access to confidential support that is otherwise difficult to obtain in this profession.
This integrated approach supports both physical recovery and emotional resilience following cumulative exposure to traumatic events.
Importantly, the program has built trust that cannot be quickly replaced.
Renewing the program will preserve readiness gains, prevent avoidable injuries and claims, and ensure continued support for the long-term health, resilience, and safety of those who protect the South Lake Tahoe community.
28 BRILLIANT AND
INNOVATIVE PROGRAM
“The City of South Lake Tahoe’s partnership with PT Rev is something other companies and government entities strive to implement. Sure, leadership wants what is best for their people and ideas flow, but it never comes to fruition. You made it happen. I believe that this is a pilot program that left other wellness-minded cities in the dust.
Officer Michele Gigante
SLTPD Marine Unit
PT REVOLUTION / 5
True
Collaboration
A key strength of the program has been PT Revolution’s collaboration with trusted local partners, including Integrate Therapy for mental health and Fuel Lab Nutrition for performancefocused nutrition support. This integrated model extends care beyond physical recovery, ensuring coordinated support for mental resilience and overall health. By working with specialized local providers who understand first responder demands, the program delivers highquality, responsive care while strengthening the local healthcare community.
And this is just the beginning, I think we will see a huge impact years from now. Those metrics will be significant in an individual's healthcare and longevity in their career. Fewer WC claims, injuries, and mental health issues are a huge morale booster. If our bodies are strong, we are eating right, sleeping well, finances are in order, and we have a good work-life balance, we do better with critical thinking.
And that is where the rubber meets the road with law enforcement and fire services. It is about critical thinking, and your services directly support that in the fitness, PT, and dietitian worlds. These are also the benefits people consider when deciding to make a move to public/government jobs/careers.”
29 Program Intent
& Scope
PT REVOLUTION / 6
Background
The program was awarded to PT Revolution in 2022 following an RFP Initial term: 3 years with two, 1-year renewal options
Designed as a preventative, integrated wellness model
Original Scope of Services
Physical Therapy (non-work-related injuries)
Performance/Fitness Training
Mental Health Counseling
Nutritional Counseling
High-Performance Coaching
Massage Therapy (added after year 1)
Program Goals
Reduce injury risk and lost work time
Improve resilience, readiness, and recovery
Provide early access to care
Support long-term career sustainability
...the [PT Rev program] has been a gamechanger for me.
PT REV has been an outstanding addition to our fire department. The quick, easy access to PT has made dealing with the bumps and bruises that come with this job manageable. Having the Massage and sports stretching has been a game-changer for me. I have gained lost mobility and been able to reduce the aches and pains from the job. Not to mention being able to decompress mentally during the massage is the best! I hope we can retain this program with PT REV for years to come!
– Dustin Winter, Engineer/Paramedic, SLTFR
30 PT REVOLUTION / 7
Eligible Population &
Program Access
Eligible Departments
South Lake Tahoe Fire Rescue
South Lake Tahoe Police Department
Eligible Personnel Counts (YoY)
2023: ~110 employees
2024: ~114 employees
2025: ~117 employees
Access Model
Voluntary Participation
Confidential clinical services
Flexible scheduling aligned with shift work
No cost barrier to employees
Why This Matters
Access and flexibility directly influence utilization and early intervention Program removes financial and logistical barriers comon in traditional care models “The wellness program provided by PTRevolution has been life-changing for me...I am forever grateful to the PTRevolution program through the City of South Lake Tahoe Police Department and to the guidance they have given me on my journey to better health.” — Katherine Imogene Lipsey, CSO, SLTPD
The wellness program provided by PT
Revolution has been life-changing for me.
31 Eligible Population
All sworn Police and Fire personnel
Avg eligible workforce: 114
employees per year
Participation was voluntary,
confidential, and shift-freindly
PT REVOLUTION / 8
Participation & Utilization
Metrics
Participation in preventive lifestyle interventions ranges from 7% to 21%, with fitness programs showing the highest uptake at 21%, while half of employers report participation rates of 10% or less.
Program Reach (3-yr summary)
86 unique first responders (excluding
massage)
+40 additional unique users accessed
on-site massage services.
Cumulative workforce reach: 42%
Annual Participation Snapshot
Annual utilization reflected strong and consistent engagement despite staffing changes:
Year 1: ~36% of eligible personnel participated
Year 2: ~48% participated
Year 3 (Year-to-Date): ~44% participated
Fluctuations in annual participation are primarily attributed to workforce turnover and staffing adjustments.
Creating greater accessibility through on-site services is reflected in the year-two and year-three increases.
The PTRev-CSLT program has a 42% participation rate.
Key workplace statistics for 2026.
Yuna Health.
32 A defining strength of the program is PT Revolution’s commitment to listening and adapting services to real operational needs. In response to first responder feedback about limited access due to shift work, on-site massage therapy was introduced at all three fire stations and the Police Department during shift changes—bringing care directly to the teams and significantly expanding participation.
As engagement increased, services were further tailored to specialized needs, including expanded nutrition education, individualized planning for the SWAT team, and increased access to performance training to support proactive conditioning and injury prevention.
Planned enhancements include 24-hour gym access and the addition of a “neck-up, check-up” mental health component to annual physicals to reduce access barriers further and strengthen long-term readiness and resilience.
PT REVOLUTION / 9
Responsive Program Design:
They Ask. We Listen.
“They asked. We listened—then redesigned access
to bring care directly to the teams.”
33 PT REVOLUTION / 10
Voices from the Field:
First Responder Experiences
Jim Drennan – Fire Chief, South Lake Tahoe Fire Rescue
Fire Chief Drennan highlights regular use of fitness training and physical therapy to improve mobility, strength, and recovery from injury. He also strongly endorses the mental health services, emphasizing the importance of confidential counseling and trust-building. He views the program as essential to firefighter readiness and longterm well-being.
Kevin Schryvers – Detective / SWAT Team Member, SLTPD
Detective Schryvers credits physical therapy with resolving chronic back pain and nutrition services with labinformed supplementation for improving energy, sleep, and recovery. He notes the integrated approach helped him manage fatigue and maintain readiness for SWAT operations. He strongly supports continuation as critical to long-term performance and resilience.
Brenen Davis – Captain/Paramedic, South Lake Tahoe Fire Rescue Captain Davis reports returning to full duty sooner than expected following ACL surgery due to customized physical therapy and rehabilitation services. He credits targeted care with restoring strength, mobility, and confidence while reducing the risk of reinjury. He strongly supports continued access to the program for operational readiness and workforce sustainability.
Katherine Imogene Lipsey – Community Service Officer, SLTPD Officer Lipsey credits PT Revolution with transforming her health after a severe back injury through physical therapy, performance training, and nutrition coaching. She lost over 25 pounds, gained significant strength, and experienced notable improvements in mental health and confidence. These changes directly improved her ability to perform job duties and sustain a physically demanding career.
Lance Hubbard – Engineer, South Lake Tahoe Fire Rescue
Engineer Hubbard identifies massage therapy as a critical tool for maintaining mobility, reducing physical strain, and accelerating recovery. He also highlights meaningful mental stress relief, improved sleep, and enhanced focus. He strongly recommends continuing the program based on these outcomes.
Michele Gigante – Police Officer, Marine Unit, SLTPD
Officer Gigante describes the program as an innovative, full-spectrum wellness model integrating fitness training, physical therapy, nutrition, and mental health support. She emphasizes improved physical readiness, stress management, and critical thinking under pressure. She notes the program strengthens both individual officers and the community they serve.
Dustin Winter – Engineer/Paramedic, City of South Lake Tahoe Engineer Winter highlights the value of physical therapy, massage therapy, and sports stretching in managing cumulative job-related wear and tear. He reports regained mobility, reduced aches, and significant mental decompression. He describes the program as a game-changer and supports long-term retention. 34 PT REVOLUTION / 11
Voices from the Field:
First Responder Experiences
Danny Vallejo – Captain, South Lake Tahoe Fire Rescue
Captain Vallejo credits the program with reducing nagging injuries through access to physical therapy, performance training, nutrition services, and massage therapy. He notes the program encouraged proactive care he would not typically pursue. This integrated approach improved both injury prevention and personal fitness outcomes.
Mike Mileski – Fire Captain, South Lake Tahoe Fire Rescue Captain Mileski describes significant benefits from physical therapy, nutrition coaching, lab-informed supplementation, and recovery planning. PT resolved a persistent back issue while nutrition services improved energy, sleep, stress, and recovery. He strongly supports continuation as essential to long-term health and job performance.
Marty Rider – Engineer/Paramedic, South Lake Tahoe Fire Rescue Engineer Rider reports improved pain levels, mobility, energy, and recovery through treatment, strength training, and recovery services. He emphasizes better management of both physical and mental stress. He describes the program as essential to staying resilient and mission-ready.
Mental Health Endorsements – Fire Rescue Leadership & Staff Multiple testimonials highlight the value of confidential mental health counseling in reducing stigma and supporting emotional resilience. Participants report improved coping skills, greater trust, and a willingness to seek help early. Leadership strongly supports the continuation and expansion of these services. 35 Cost
Based on the documented utilization, outcomes, and first responder feedback presented in this report, PT Revolution respectfully requests City Council approval to renew the First Responder Wellness & Injury Prevention Program.
Renewal will allow the City to maintain continuity of care, preserve high participation levels, and continue proactive injury prevention, recovery, and resilience-building services that support workforce readiness, risk reduction, and long-term career sustainability for Police and Fire personnel.
PT REVOLUTION / 12
Requested
Council Action
PT Revolution would like to thank the Police and Fire personnel who participated in the program and shared their experiences, as well as City leadership and community partners, for their continued commitment to protecting the health and readiness of those who protect the South Lake Tahoe community.
PROTECTING THOSE WHO PROTECT OUR COMMUNITY
REMAINS A COMMITMENT WORTH CONTINUING.
36 C-015-2023
CITY OF SOUTH LAKE TAHOE
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made and entered into as of the 24th day of January 2023 by and between the City of South Lake Tahoe, a municipal corporation (“City”) and PT Revolution Physical Therapy PC (“Provider”).
RECITALS
A. Provider is specially trained, experienced and competent to perform the special services which will be required by this Agreement.
B. Provider possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein.
C. City desires to retain Provider to render professional services as set forth in this Agreement.
AGREEMENT
1. Scope of Services. Provider shall perform the services set forth in this agreement and shall provide said services at the time, place, and in the manner specified in this agreement. Provider shall have no power or authority by this Agreement to bind City in any respect.
The Provider agrees that it has satisfied itself by its own investigation and research regarding the conditions affecting the work to be done and labor and materials needed, and that its decision to execute this Contract is based on such independent investigation and research.
All services provided by Provider pursuant to this Agreement will be provided in accordance with the terms set forth in the Exhibit A, “Scope of Services,” attached hereto and incorporated herein by reference. Exhibit B, “Compensation Schedule,” attached hereto and incorporated herein by reference, outlines the fees and compensation which shall be paid pursuant to this Agreement.
2. Term/Time of Performance. The services by Provider are to commence upon the execution of the Agreement and continue for three (3) years, with two (2) one (1) year renewal options.
37 C-015-2023
3. Compensation. Compensation to be paid to Provider shall be in accordance with the Schedule set forth in Exhibit B which is attached hereto and incorporated herein by reference. In no event shall Provider’s compensation, including travel and out-of-pocket expenses, exceed $100,000.00 per year without additional written authorization from City.
Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to City at the time of payment.
Payment is contingent upon compliance with all terms and conditions of this Agreement, as set forth herein. Provider shall obtain prior written authorization from the City Project Manager for any costs in excess of budgeted amounts for each line item, task, or obligation under the Scope of Services.
4. Method of Payment. Provider shall submit monthly billings to City describing the work performed during the preceding month. Provider’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, the applicable hourly rate, and a description of any reimbursable expenditures. City shall pay Provider no later than 30 days after approval of the monthly invoice by City staff.
5. Extra Work. At any time during the term of this Agreement, City may request that Provider perform extra work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Provider shall not perform, nor be compensated for, extra work without prior written authorization from City.
6. Termination. This Agreement may be terminated by City or Provider immediately for cause or without cause upon thirty days (30) days written notice of termination. Upon termination, Provider shall be entitled to compensation for services performed up to the effective date of termination, and City shall be entitled to all work performed to that date.
Termination, revocation, or expiration of this Agreement shall not release either party from liability resulting from an event which occurred prior to such termination, revocation or expiration.
7. Ownership of Documents.
All plans, studies, documents and other writings, including working notes and internal documents, prepared by and for Provider, its officers, employees and 38 C-015-2023
agents and subcontractors in the course of implementing this Agreement, shall become the property of City upon payment to Provider for such work, and City shall have the sole right to use such materials in its discretion without further compensation to Provider or to any other party.
Provider shall, at Provider’s expense, provide such reports, plans, studies, documents and other writings to City upon written request. All documents prepared by Provider are confidential and shall be maintained to preserve their confidential nature. Release of any such documents to third parties shall only be made upon written consent of City.
8. Provider’s Books and Records.
a. Provider shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Provider for services provided pursuant to this Agreement.
b. Provider shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from records shall be available at Provider’s address indicated for the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to City for inspection at City offices when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Provider’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to City and that the records and documents be 39 C-015-2023
maintained at City offices. Access to such records and documents shall be granted to any party authorized by Provider, Provider’s representatives, or Provider’s successor-in-interest.
9. Independent Contractor. It is understood that Provider, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of City.
Provider shall obtain no rights to retirement benefits or other benefits which accrue to City’s employees, and Provider hereby expressly waives any claim it may have to any such rights. All employees, agents, contractors or subcontractors hired or retained by Provider are employees, agents, contractors or subcontractors of Provider and not of the City.
City is not required to make any deductions or withholdings form the compensation payable to Provider under the provisions of this Contract, and is not required to issue W-2 Forms for income and employment tax purposes for any of Provider’s assigned personnel. Any third party persons employed by Provider shall be entirely and exclusively under the direction, supervision, and control of Provider. Provider hereby indemnifies and holds City harmless from any and all claims that may be made against City based upon any contention by any third party that an employer-employee relationship exists by reason of this Contract.
10. Interest of Provider. Provider, (and principals, associates and professional employees of Provider) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Provider’s services hereunder.
Provider further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.
Provider is not a designated employee within the meaning of the Political Reform Act because Provider:
a. Will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of City or of any City official, other than normal agreement monitoring; and,
40 C-015-2023
b. Possesses no authority with respect to any city decision beyond rendition of information, advice, recommendation or counsel. [FPPC Reg. 18700(a)(2)].
11. Professional Ability of Provider. City has relied upon the professional training and ability of Provider to perform the services hereunder as a material inducement to enter into this Agreement. Provider shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Provider under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Provider’s field of expertise.
12. Compliance with Laws. Provider shall comply with all applicable federal, state, regional and local laws, codes, ordinances and regulations in carrying out his/her duties under this Agreement. Provider shall observe and comply with all applicable laws, ordinances, regulations and codes of federal, state and local governments, and shall commit no trespass on any public or private property in performing any of the work authorized by this Agreement. The City, its officials, officers, elected officials, appointed officials and employees shall not be liable at law or in equity as a result of any failure of Provider to comply with this section.
In the event it is determined that the Provider is required to pay prevailing wages for the work performed under this Agreement, the Provider shall pay all penalties and wages as required by law.
13. Licenses. Provider represents and warrants to City that it has all licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Provider to practice its profession. Provider represents and warrants to City that Provider shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Provider to practice its profession. Provider shall maintain a City of South Lake Tahoe business license at all times services are performed under this Agreement.
Provider acknowledges that payments made pursuant to this Agreement may be withheld until this provision has been satisfied.
14. Indemnity. Provider hereby agrees to and shall indemnify and hold harmless City, its elected and appointed boards, officers, agents, employees and volunteers from and against any liability for any and all claims, demands, actions, losses, damages and injuries, direct or indirect (including any and all 41 C-015-2023
costs and expenses in connection therein), arising out of this Agreement or caused in any way by Provider’s negligent performance of this Agreement or its breach of its obligations contained in this Agreement, except for any such claims arising out of the negligence or willful misconduct of the City. Provider agrees to defend City from and against any and all losses, damages, claims costs and fees arising out Provider’s negligent acts, errors, omissions, regarding this Agreement, the Provider’s work under this Agreement, or the Provider’s Scope of Work.
City does not, and shall not, waive any rights against Provider which it may have by reason of the aforesaid hold harmless agreement, because of the acceptance by City, or the deposit with City by Provider, of any of the insurance policies hereinafter set forth.
This hold harmless agreement by Provider shall apply to all damages and claims for damages, or alleged to have been suffered, by reason of any of the aforesaid operation of Provider or any subcontractor, regardless of whether or not such insurance policies shall have been determined to be applicable to any of such damages or claims for damages.
Provider further waives any and all rights to any type of express or implied indemnity or right of contribution from the City for any liability, claims, demands, costs, charges and expenses and causes of action of whatsoever arising out of or in any way connected with this Agreement, and Provider’s work under this Agreement.
15. Insurance Requirements.
a. Provider, at Provider’s own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies.
i. Workers’ Compensation Coverage. Provider shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Provider shall require each subcontractor to similarly maintain Workers’
Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. Any notice of cancellation of all Workers’ Compensation policies must be received by City 42 C-015-2023
at least thirty (30) days prior to such change. Provider shall provide thirty (30) days written notice of nonrenewal of any Workers’ Compensation policies. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work
performed by Provider for City.
ii. Commercial General Liability Coverage. Provider shall maintain commercial general liability insurance no less broad than ISO form CG 00 01 in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. Coverage must be made on
the standard Occurrence form. Claims-Made forms are not acceptable without prior written consent of City. City of South Lake Tahoe must be endorsed as an additional insured for liability arising out of ongoing operation by on behalf of Provider. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general
aggregate limit shall be at least twice the required
occurrence limit.
iii. Automobile Liability Coverage. Provider shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Provider arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and nonowned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. iv. Professional Liability Coverage. Provider shall maintain professional errors and omissions liability insurance for protection against claims alleging negligent acts, errors or omissions which may arise from Provider or by its employees, or subcontractors. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims-made annual aggregate basis, or a combined single-limit per occurrence basis.
43 C-015-2023
b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a AM Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
i. City, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional
insured’s under Provider’s General Liability and Automobile Liability policies with respect to liability arising out of this Agreement and/or work performed by or on behalf of the
Provider, including materials, parts or equipment furnished in connection with such work or operations.
ii. This policy shall be considered primary insurance as respects City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by City, including any self-insured retention City may have, shall be considered excess insurance only and shall not contribute with it.
iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each,
except with respect to the limits of liability of the insuring Provider.
iv. The insurer waives all rights of subrogation against City except for Provider’s Professional Liability and Employers’ Liability policies, its elected or appointed officers, officials, employees or agents.
v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to City, its elected or appointed officers, officials, employees, agents or volunteers. vi. No policies of insurance carried by Provider shall be suspended, voided, canceled, or changed in coverage or in limits except after thirty (30) days written notice to the City Attorney by Certified Mail.
c. Deductibles and Self-Insured Retentions. The Provider shall be responsible for all deductibles in all of Provider’s insurance policies. 44 C-015-2023
The amount of deductibles for insurance coverage required herein shall be reasonable and approved by the City Attorney.
d. Certificates of Insurance. Provider shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Provider shall not commence work under this contract until all insurance required under this section has been approved by City as to form, amount and carrier, nor shall Provider allow any subcontractor to commence work on any subcontract until all similar insurance required and reasonably consistent limits of the subcontractor has been so obtained and approved. Certificates of insurance shall contain no exclusions unless negotiated with the City Attorney and approved, in writing, by the City Attorney.
16. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below.
Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.
If to City: City of South Lake Tahoe
1901 Lisa Maloff Way
South Lake Tahoe, CA 96150
Provide a copy to: City Attorney’s Office
City of South Lake Tahoe
1901 Lisa Maloff Way, Suite 300
South Lake Tahoe, CA 96150
If to Provider: PT Revolution
2038 Lake Tahoe Blvd
South Lake Tahoe, CA 96150
Provide a copy to: Jason Collin, President
PT Revolution
2038 Lake Tahoe Blvd
South Lake Tahoe, CA 96150
17. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Provider. Assignments of any or 45 C-015-2023
all rights, duties or obligations of the Provider under this Agreement will be permitted only with the express consent of City. Provider shall not subcontract any portion of the work to be performed under this Agreement without the written authorization of City. If City consents to such subcontract, Provider shall be fully responsible to City for all acts or omissions of the subcontractor. Nothing in the Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise required by law.
18. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.
19. Dispute Resolution. Any dispute concerning this Agreement will be first submitted to the City Manager or his designee for resolution. If no resolution is reached, such dispute shall be submitted to the City Council. The decision of the City Council shall be final and shall be appealable only to the El Dorado Superior Court pursuant to California Code of Civil Procedure §1094.5, and as provided by law.
20. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in the Superior Courts in the County of El Dorado, South Lake Tahoe Division.
21. Prohibited Interests. Provider maintains and warrants that it has not employed nor retained any Provider or person, other than the independent contractors hired in accordance with Provider’s standard business practice, to solicit or secure this Agreement. Further, Provider warrants that it has not paid nor has it agreed to pay any Provider or person, other than a bona fide employee working solely for Provider or an independent contractor hired as discussed above, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, 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.
22. Equal Opportunity Employment. Provider represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, disability, ancestry, sex or age. Such non-discrimination shall 46 C-015-2023
include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Provider shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan, or other related programs or guidelines currently in effect or hereinafter enacted.
23. Drug-Free Workplace Certification. By signing this Agreement, Provider hereby certifies under penalty of perjury under the laws of the State of California that the Provider will comply with the requirements of the Drug-Free Workplace Act of 1990 (Government Code Section 8350, et seq.) and will provide a drug-free work place by taking the following actions:
a. Publish a statement notifying employees that unlawful manufacture, distribution dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations, as required by Government Code Section 8355 (a). b. Establish a Drug-Free Awareness Program as required by Government Code Section 8355(b) to inform employees about all of the following:
i. The dangers of drug abuse in the workplace;
ii. The person’s or organization’s policy of maintaining a drug-free workplace;
iii. Any available counseling, rehabilitation and employee assistance program; and
iv. Penalties that may be imposed upon employees for drug abuse violations.
c. Provide, as required by Government Code Section 8355(c), that every employee who performs grant activities under this Agreement:
i. Will receive a copy of the Provider’s drug-free policy statement; and ii. Will agree to abide by the terms of the Provider’s statement as a condition of employment on this Agreement.
Failure to comply with these requirements may result in suspension of payments under this Agreement or termination of the Agreement, or both, and Provider may be ineligible for award of any future City agreements if City determines that any of the following has occurred: the Provider (1) has made false certification, or (2) violates the certification by failing to carry out the requirements as noted above.
24. Anti-Lobbying Certification. Provider shall submit to City the Anti-Lobbying Certification contained in Exhibit C. Further, Provider shall require that the 47 C-015-2023
language of the certification in Exhibit C be included in all contracts or subcontracts entered into in connection with this Agreement and that all Providers and contractors shall certify and disclose accordingly.
25. Debarment, Suspension, Ineligibility and Voluntary Exclusion. By signing this Agreement, Provider assures that neither it nor its principals, is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participating in covered transactions by any Federal department or agency.
26. Americans with Disabilities Act. By signing this Agreement, Provider assures the City that it complies with the American with Disabilities Act (ADA) of 1990, (42 U.S.C. 12101, et. seq.), which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to ADA.
27. Amendments. This Agreement may be modified or amended only by a written document executed by both Provider and City and approved as to form by the City Attorney.
28. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.
29. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between City and Provider. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement.
30. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.
31. Time is of the Essence. Time is of the essence for this Agreement.
32. Authority to Enter Agreement. Provider has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement.
Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective party.
48 C-015-2023
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
CITY OF SOUTH LAKE TAHOE: PT Revolution Physcial Therapy PC:
Cristi Creegan Cristi Creegan (Feb 1, 2023 10:04 PST)
Jason Collin
ByJason Collin (Feb 1, 2023 12:00 PST)
Cristi Creegan, Mayor Jason Collin, President
Date Feb 1, 2023 Date Feb 1, 2023
Business License # 011703
APPROVED AS TO FORM:
ByHeather Stroud (Jan 27, 2023 13:11 PST)
Heather L. Stroud, City Attorney
ATTEST:
BySue Blankenship (Jan 27, 2023 11:44 PST)
Susan Blankenship, City Clerk
Attachments:
Exhibit A – Scope of Services
Date
Date
Jan 27, 2023
Jan 27, 2023
Exhibit B – Compensation Schedule
Exhibit C - Anti-Lobbying Certification
B
49 C-015-2023
EXHIBIT A
SCOPE OF SERVICES
50 First Responder
Wellness & Injury
Prevention Program
Proposal
Submitted To:
Rebecca Penado, Risk Manager
City of South Lake Tahoe
Submitted By:
PT Revolution
www.ptrevolution.com
C-015-2023 51
Dear Ms. Penado,
It is with great enthusiasm we
submit this proposal for the First
Responder Wellness & Injury
Prevention Program. The work
proposed herein shall remain
valid for a period of not less than
120 calendar days from the date of
submission.
PT Revolution
2038 Lake Tahoe Blvd
South Lake Tahoe, CA 96150
(530) 208-9910
Jason Collin, MSPT, CHPC
President, PT Revolution
2038 Lake Tahoe Blvd
South Lake Tahoe, CA 96150
(530) 208-9910
Signature
C-015-2023 52
Table Of
Contents
Executive
Summary
Company
History,
Background,
& Experience
Scope of Work
&
Implementation
Project
Budget
Recent Projects
& References
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04 22
0 13
19 53
PT REVOLUTION / 4
Executive
Summary
Proactively addressing the unique mental and physical demands of first responders is finally getting the attention it deserves. While the stress and strain inherent amongst this heroic workforce has been well identified, it is most often addressed after it has become a problem.
The First Responder Wellness & Injury Prevention Program being sought by the City of South Lake Tahoe demonstrates an abundance of care and compassion for the City employees who are putting service above self.
The alarming statistics around PTSD, suicide, divorce, burnout, sleep disorders, and cardiovascular disease amongst first responders is well documented. While the response to these issues is improving, we also know, as the adage goes, “an ounce of prevention is worth a pound of cure”.
By addressing mental and physical health before issues arise, our first responders are more resilient to these threats and are more likely to remain engaged to enjoy meaningful careers. Nonetheless, the nature of first responders’ work has inherent mental and physical demands which can not be eliminated.
PT Revolution is excited to bring a comprehensive wellness program to the City's First Responders to address both the proactive and reactive aspects of healthcare and well-being.
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PT REVOLUTION / 5
The cornerstones of the PT Revolution program are:
Optimizing Mental &
Physical Performance
Increasing Resilience
Preventing Injuries
Our team of highly skilled and experienced practitioners accomplishes this through:
TACTICAL EXERCISE WITH WORLD CLASS STRENGTH AND
CONDITIONING COACHES
NUTRITIONAL COACHING WITH AN ELITE LEVEL REGISTERED SPORTS
DIETITIAN
MINDFULNESS & COUNSELING WITH A LICENSED THERAPIST
EXPERIENCED IN WORKING WITH FIRST RESPONDERS
HIGH PERFORMANCE COACHING WITH A CERTIFIED HIGH
PERFORMANCE COACH
PHYSICAL THERAPY WITH A TEAM OF REHABILITATION EXPERTS
AND THE ONLY BOARD CERTIFIED SPORTS THERAPIST IN TAHOE
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PT REVOLUTION / 6
PT Revolution is well-equipped to implement and succeed with the First Responder Wellness & Injury Prevention Program. We are currently executing the program for the Police and Fire Rescue teams as well as a similar program with Vail Resorts. Additionally, we have run similar successful programs with the California Conservation Corps and a cohort of Elite and Professional Skiers/Snowboarders.
MY OVERALL PHYSICAL FITNESS, MIND
AND FOCUS IS ON THE NEXT LEVEL THANKS
TO PT REVOLUTION!
Since we have been training at PT Rev, I feel faster, stronger, and healthier than ever before. Thanks to high performance coaching, my focus and clarity is now on track with my career goals and aspirations. Thanks to this program, I feel more active and less prone to injuries on and off the job which has created a healthier, happier life for myself.
BRENEN DAVIS
SOUTH LAKE TAHOE FIRE CAPTAIN
HAPPY HUSBAND & PROUD FATHER
The satisfaction data and biometric data of programs like ours show we are making a significant impact on the lives of first responders:
Improved physical, emotional, and spiritual resilience
Reduced work-comp injuries and sick days
Increased mental acuity
Improved physical and emotional well-being and performance Improved sleep
Decreased resting heart rate
Decreased body fat
Decreased cardiovascular risk
Decreased stress
Decreased frequency and incidence of suicide
Executing a program of this magnitude is no small feat. It requires an operator who is agile, responsive, and experienced.
Our team exemplifies those qualities and has consistently demonstrated the ability to fulfill expectations during the First Responder Health & Wellness Services contract awarded to PT Revolution in 2022. The professionals on the PT Revolution Team have a wealth of experience implementing wellness and prevention programs and are eager to serve our first responders.
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PT REVOLUTION / 7
Company History,
Background &
Experience
Vison & Inspiration
PT Revolution was founded in 2020 by Jason Collin, Justin Dorn, Ian Anderson, and Angie Hagenah. The goal was simple: To become the hub for Tahoe’s active population by providing world class rehabilitation and performance programs while improving access, decreasing cost, and exceeding expectations.
That is exactly what we’ve done. PT Revolution has won Best Healthcare Facility in South Lake Tahoe each of our two years in operation and have untouchable google reviews. We have a wide array of community partnerships including three of the largest employers in town: CSLT, Vail Resorts, and LTUSD.
There are eight core members on the PT Revolution team who support projects such as the First Responder Wellness & Injury Prevention Program. Collectively, this team has over 75 years of experience in health and wellness programming. Together, we have successfully implemented six comprehensive programs in just the past two years. 2021, 2022
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PT REVOLUTION / 8
Company History,
Background &
Experience
Excellence & Commitment
PT Revolution has assembled a team which is unrivaled in the Tahoe region. The breadth and depth of experience our practitioners bring to the First Responder Wellness & Injury Prevention Program is exactly what our local heroes deserve.
Here are the resume highlights of our team:
JASON COLLIN, MSPT, CHPH
FOUNDER, PRESIDENT, CHIEF OFFICER OF AWESOMENESS
Jason has been immersed in high performance rehabilitation and performance for two decades. He has started two successful physical therapy and performance training centers, and was instrumental in building a number of hospital-based service lines including a medically-based fitness center and an integrated rehab and performance center. Jason is a dynamic leader who provides leadership development training to individuals and businesses seeking to achieve higher levels of performance.
Education
BA, Kinesiology, University of Colorado Boulder
MS, Physical Therapy, Regis University
Selective Functional Movement Assessment Certificate, Functional Movement Systems (FMS)
Executive & Health Coaching Certificate, International Coach Academy Certified High Performance Coach, High Performance Institute Leadership Lake Tahoe, Tahoe Chamber
EdD, Organizational Leadership (in progress)
Experience
2000-2002 - North Hawaii Community Hospital
2002-2004 - Methodist Hospital
2004-2009 - The Physical Edge - Performance-based PT & Fitness 2009 - 2019 - Barton Health
2020 - Present - PT Revolution
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PT REVOLUTION / 9
JUSTIN DORN, DPT, EMT-B
FOUNDER, DIRECTOR OF REHABILITATION
Justin is an experienced Physical Therapist with extensive background in working both as a clinician/coach and manager with professional athletes as well as tactical teams including Fire Rescue and Police. He has in depth knowledge of the daily stressors, and physical/psychological demands of first responders. Justin has eight years of Emergency Medicine experience as a Sierra-at-Tahoe Ski Patroller, Training Director, and Assistant Snow Safety Director.
Education
BS, Political Science, University of California Davis
DPT, Physical Therapy, Chapman University
EMT-B, Lake Tahoe Community College
Selective Functional Movement Assessment Certificate, Functional Movement Systems (FMS)
Certified Clinical Instructor - American Physical Therapy Association Experience
2005 - 2013 - Sierra-at-Tahoe
2015 - 2017 - Pacific Pro Physical Therapy & Sports Medicine 2017 - 2020 - Tahoe Forest Physical Therapy & Rehab
2018 - 2020 - Barton Center for Orthopedics & Wellness
2020 - Present - PT Revolution
IAN ANDERSON, PT, DPT, SCS, CSCS, NREMT
FOUNDER, DIRECTOR OF PERFORMANCE
Ian is Tahoe's only Board-Certified Sports Clinical Specialist. He is driven to help athletes of all ages and skill levels recover from injuries and enhance performance. Ian has a passion for the evolving science of optimizing performance through breathing, manual therapy, recovery, exercising, and reducing health risk.
Education
BS, Exercise Science, University of Kentucky
DPT, Physical Therapy, Augusta University
EMT-B, Lake Tahoe Community College
Selective Functional Movement Assessment, Functional Movement System, and Y-Balance Certificates, Functional Movement Systems (FMS) Certified Clinical Instructor - American Physical Therapy Association Experience
2015 - 2017 - Indianapolis Colts, Stanford University, Andrews Institute 2017 - 2018 - ATI Physical Therapy
2018 - 2019 - Stanford University
2019 - 2020 - Barton Center for Orthopedics & Wellness
2020 - Present - PT Revolution
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PT REVOLUTION / 10
SARAH PENDERGRAST, PT, DPT, ATC
PERFORMANCE THERAPIST
Sarah is a Physical Therapist and Athletic Trainer with a passion for proactive and collaborative care. She has experience working on multidisciplinary teams to provide care with an emphasis on both physical health and all around well being. From college athletics to private practice, Sarah is driven to help teams and individuals reduce injury risk, perform at their best, and get back into action after injuries.
Education
BS, Athletic Training, Florida State University
DPT, Physical Therapy, Mercer University
Selective Functional Movement Assessment Certificate, Functional Movement Systems (FMS)
Mental Health First Aid Certificate
Certified Clinical Instructor - American Physical Therapy Association Experience
2015 - 2018 Florida State Athletic Department
2019 - 2020 Concentra Physical Therapy, Vereen Rehab Center 2015 - 2017 - Pacific Pro Physical Therapy & Sports Medicine 2021 - Present - PT Revolution
ANGIE HAGENAH, PTA
PHYSICAL THERAPIST ASST
Angie is a local legend. Her selflessness and compassion to help and to heal is unprecedented. She has been taking care of Tahoe athletes for almost two decades; preparing them. rehabbing them, and coaching them for greatness.
Angie's accolades include Olympic athletes, X-games athletes, professional, collegiate and high school athletes, police and fire crews, and so many more.
She has worked alongside Tahoe's best orthopedic surgeons and has done extensive work with US Ski & Snowboard. Angie very likely the strongest hands in the business :)
Education
BS, Athletic Training, Eastern Oregon University
BS, Community Health & Wellness, Eastern Oregon University PTA, Physical Therapist Assistant, Sacramento City College Level 1 Coach, Girls gone strong
Selective Functional Movement Assessment (SFMA) Certificate, Functional Movement Systems (FMS) Certificate
Experience
1999 - 2001 - Seattle Seahawks Football Camps
2001 - 2004 - Professional Rodeo Cowboy Association
2004 - 2020 - Barton Health
2015 - 2018 - EnduroCross
2020 - Present - PT Revolution
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PT REVOLUTION / 11
NICK WARD, MS, PES
PERFORMANCE COACH
Nick brings a level of coaching experience unrivaled by most in professional athletics. His talent and passion for coaching has led him around the world in coaching, consulting, and speaking roles. In additional to performance coaching at PT Revolution, Nick serves as the Program Director for the ALTIS Mentorship Program. He has worked with British Military Athletes, the Royal Canadian Military Police, and served on the Fitness Advisory panel to the Northumberland Police Force and Fire Service.
Education
BA(hons), Sport Studies, University of Northumbria at Newcastle MS, Kinesiology, University of Calgary
Accredited Coach - United Kingdom Strength & Conditioning Assoc.
Performance Exercise Specialist - National Assoc. of Sports Medicine Master Coach (Level 2) - Precision Nutrition
Experience
1999 - 2003 - University of Durham Sports Performance
2003 - 2016 - Sheffield Wednesday FC, Bobleigh & Skeleton Canada, Talented Athlete Scholarship Scheme
2016 - 2020 - Barton Performance by ALTIS
2020 - Present - PT Revolution
MICKINZIE LOPEZ, MS, RDN, SNS
SPORTS DIETITIAN
Mickinizie has a special talent for developing tools and resources to communicate complex nutritional information clearly and effectively. She has provided high-level nutritional support to athletes in organizations such as:
the San Francisco Giants, Indiana University, and Stanford University. Her passion for improving personal and professional performance through nutrition has proven very successful for individuals and organizations.
Education
BS, Business Management, Arizona State University
MS, Dietetics & Whole Food Sciences, Bastyr University
Board Certified Eligible Sports Dietitian
School Nutrition Specialist
Experience
2013 - 2015 - Momentum Nutrition & Health @ Nike
2015 -2016 - Meredith College
2016 -2017 - Indiana University
2017 -2019 - Stanford University, San Francisco Giants
2018 - Present - LunchAssist
2020 - Present - PT Revolution
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JENNIFER KILE, LMFT
PSYCHOTHERAPIST
Jennifer is a highly skilled therapist with advanced training in Brainspotting, Trauma-Focused Cognitive Behavior Therapy, Dialectical Behavior Therapy, Mindfulness, and Self-Compassion. Her work with First Responders exemplifies her approach in created safe spaces for self-exploration while emphasizing dignity and respect. Jen is passionate helping find balance and harmony for those in stressful and often chaotic jobs. She worked alongside the PT Revolution Performance Team with the California Conservation Corps and continues with the Corpsmembers today.
Education
BS, Business Administration, California State University Sacramento MA, Counseling Psychology, University of San Francisco
Licensed Marriage and Family Therapist
Trauma-informed therapist
Experience
2017 -2018 - Sierra Child and Family Services
2018 - 2021 - Live Violence Free
2021 - Present - Integrate Therapy
2022 - Present - PT Revolution
I have used several of the services provided by PT Revolution and cannot say enough good things about how valuable this program is for us. Their knowledge of how the body works far exceeds any personal trainer or physical therapists I have ever worked with. The crews are gaining so much strength and knowledge from their fitness program, greatly reducing our chances of injuries.
We in the department are
frequently talking about how
much better we feel since starting
their programs.
As the departments Behavioral
Health Program Officer, I cannot
express enough gratitude for the
PT Revolution Mental Health
Therapy program. Several
department members have utilized it and are very grateful at how responsive Jennifer is.
This progressive program is truly valuable to the type of work we do in the police and fire departments. The PT Revolution team is phenomenal!!
LESLIE ASBURY - FIRE CAPTAIN/PARAMEDIC, CSLTFR
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Company History,
Background &
Experience
Experience & Grit
Despite starting a business and running a business during the turbulence of the pandemic, PT Revolution has repeatedly demonstrated the ability to initiate, implement, and execute successfully. We believe our strong community partnerships, our focus on quality and client/program success, and an intense desire to serve the South Shore community have been the hallmarks of our success.
Additionally, we understand the rigors of our First Responders.
They are athletes through and through.
As the Hub for Tahoe's Mountain Athletes, PT Revolution prioritizes building the physical and mental resilience required to both stay working/playing and get back to working/playing.
With our collective experience, individualized approach, and commitment to excellence, we have become the most sought after PT clinic for Tahoe's First Responders.
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Scope of Work/
Implementation
Options
Access
Throughout our endeavors with community
partners, we have shown the agility and tenacity to
meet the demands of participants with highly
variable schedules.
This has included, and will continue to include:
On-site assessments and information sessions
(Fire Stations or Police HQ)
Virtual coaching, counseling, and nutritional
sessions
In-person services for performance training,
rehabilitation, and restorative services at PT
Revolution
Remote fitness programming
As experienced partners working with City Police
and Fire Rescue teams, we are committed to
providing access to Injury Prevention & Wellness
Services around the constructs of the unpredictable
and highly demanding schedules of our first
responders. PT Revolution will:
Provide flexibility with scheduling
Provide rapid access to services
Provide unlimited drop-in recovery & restoration
services
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Scope of Work/
Implementation
Management,
Metrics &
Quality
ADMINISTRATIVE OVERSIGHT WILL OCCUR FOR ALL ASPECTS OF THE CONTRACT:
Implementation & Provision of Services
Access & Utilization
Quality & Outcomes
TO ENSURE ACCURATE UTILIZATION TRACKING AND BILLING, PT REVOLUTION HAS ESTABLISHED COMPREHENSIVE SYSTEMS FOR THE MANAGEMENT OF THIS CONTRACT:
PHYSICAL THERAPY VISITS - ALL SCHEDULING AND DOCUMENTATION IS
COMPLETED VIA FULLY HIPPA COMPLIANT PROMPT EMR
MENTAL HEALTH VISITS - ALL SCHEDULING AND DOCUMENTATION IS
COMPLETED VIA FULLY HIPPA COMPLIANT SIMPLE PRACTICE EMR
HIGH PERFORMANCE COACHING & NUTRITION VISITS - ALL SCHEDULING
AND DOCUMENTATION IS COMPLETED VIA SECURE GOOGLE WORKSPACE
PERFORMANCE TRAINING VISITS - ALL SCHEDULING AND DOCUMENTATION
IS COMPLETED VIA SECURE GYM MASTER
REMOTE FITNESS PROGRAMMING - COMPLETED VIA BRIDGE TRACKER
ALL UTILIZATION DATA IS UPDATED WEEKLY ON A SECURE GOOGLE SHEET
SHARED WITH DEPT CHIEFS AND THE RISK MANAGER
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Scope of Work/
Implementation
Management,
Metrics &
Quality
PT REVOLUTION STRIVES TO PROVIDE EXCELLENT QUALITY OF SERVICE AND WILL IMPLEMENT MULTIPLE QUALITY CONTROL METRICS TO BE USED THROUGHOUT THIS PROGRAM:
Weekly emails to every eligible CSLT employee with full list of resources and reminders of program availability
Quarterly requests for feedback via reviews and polling sent to all participants
This data will be reviewed by PT Revolution staff and results shared with CSLT Risk Manager
Action items will be identified and implemented
appropriately
Quarterly FR and PD station visits for program overview, in person feedback and Q & A's
Monthly report submitted to CSLT Risk Manager with full utilization statistics
Quarterly report to CSLT Risk Manager regarding program trends, areas for improvement and proposed changes
Individualized goal tracking will be monitored at intervals appropriate for the intended outcomes
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MENTAL HEALTH SERVICES
PERFORMED BY A LICENSED MARRIAGE & FAMILY THERAPIST
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Scope of Work/
Implementation
INITIAL EVALUATIONS
PERFORMED BY A LICENSED PHYSICAL THERAPIST
Medical history/injury history review
Work-related and recreational activity review
Review of health, fitness, and physical performance goals Identify factors that are contributing to, or detracting from, individual health and performance
Full program review and individualized recommendations based on evaluation
PHYSICAL THERAPY
PERFORMED BY A LICENSED PHYSICAL THERAPIST OR PT ASSISTANT Physical therapy evaluations completed by Physical Therapist Physical therapy treatment for minor, non-work-related injuries (The purpose of this is to encourage SLTPD and SLTFR employees to seek help for nonwork-related issues they may be having before they start to affect work performance and/or lead to a work-related injury) Maximum of three (3) visits per employee for each injury
NUTRITIONAL ANALYSIS/MEAL PLANNING
PERFORMED BY A REGISTERED DIETITIAN
Current diet analysis and education on opportunities for improvement.
Education on healthy lifestyle habits and skills
Meal planning goals and tips
Confidential assessments, short-term counseling, and follow-up services for SLTFR and SLTPD employees
Address issues affecting mental and emotional well-being, such as substance abuse, stress, grief, and family struggles
Maximum of six (6) visits per employee
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Program Details
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SUPPORTS AVAILABLE
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Scope of Work/
Implementation
PERFORMANCE TRAINING
PROVIDED BY A CERTIFIED FITNESS COACH OR A LICENSED PHYSICAL THERAPIST Functional Movement Screen/Assessment to identify opportunities for improvement (This would ideally take place on-site at City Fire Stations for SLTFR staff)
Individualized performance training programs based on injury history and outcomes of the Functional Movement Screen/Assessment Ongoing programming and individualized coaching to optimize physical performance and reduce injury risk
HIGH PERFORMANCE COACHING
PROVIDED BY A CERTIFIED HIGH PERFORMANCE COACH
Research-based, proactive approach to gain clarity, increase energy, improve productivity, and gain influence
Proven strategies for increasing personal success and happiness Career enhancement and professional development
Maximum of six (6) sessions per employee
REMOTE FITNESS PROGRAMMING & MONITORING
PROVIDED BY A CERTIFIED FITNESS COACH OR A LICENSED PHYSICAL THERAPIST App-based programming for participants whose work/life schedules aren't conducive to training in-person
Can be tailored specifically for fire station training facilities to allow crews to train on shift
RECOVERY LOUNGE
Unlimited use of proven physical & mental restorative modalities PHYSICAL - Sequential Compression Devices, Cold Therapy, Heat Therapy, Vibration Therapy
MENTAL - Meditation, Breathwork
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Program Details
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Project Timeline
Ready for Takeoff!!
PT Revolution has been providing
Injury Prevention & Wellness
Services to the City's First
Responders for the past six
months. We have the programs,
processes, and systems in place
for IMMEDIATE IMPLEMENTATION.
Momentum
With an existing program in place, PT Revolution is the only provider who can provide services without any gaps.
Trust
A successful Wellness Program is deeply rooted in the trust established between the providers, participants, and leaders. Our PT Revolution team has established, solid relationships amongst the PD and FR teams, chiefs, and City management.
Efficiency
Lowering barriers for entry is another hallmark characteristic of successful Wellness Programs. PT Revolution's current processes are simple, flexible, and effective.
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provided.
PT REVOLUTION / 20
Project
Budget
Fiscal Responsibility
PT Revolution is committed to being fiscally prudent and responsible with the public funds used to fund this program. We understand the constraints of public sector funding and have devised a budget to serve our First Responders while keeping costs contained.
Cost Proposal
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Project
Budget
Performance-based
Forecasting
The 2022 First Responder Injury Prevention & Wellness Program provided by PT Revolution demonstrated very positive utilization and retention:
Overall Utilization Rate - 46% (>2x industry avg)
Physical Therapy Utilization - 61%
Performance Training Utilization - 68%
Retention Rate 66% after three months
"My experiences and sessions at PT Revolution have always been outstanding. I have a very physically demanding job and I live an active Tahoe lifestyle so I am constantly getting new injuries or flaring up old ones. The folks at PT revolution were able to get me back 100% every time. Whether it was my knee from a complete ACL reconstruction, or simple lower back pain from wearing heavy gear around, I always left PT feeling better than when I went in. On top of the excellent care and treatment I received while at the facility, I was always sent home with a list of easy-to-do exercises and stretches to continue to fix me up between sessions. Their facility, equipment, and the overall vibe is awesome. Ian and Jason who I primarily worked with are friendly, knowledgeable, and will push you to your limit for maximum recovery. I would highly recommend PT Revolution for anyone seeking post-injury recovery. Also, try the puffy pants. IYKYK."
Derek Simon - Police Officer, CSLTPD
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Project
Budget
Performance-based
Forecasting
With utilization rates similar to those mentioned above, the City investment for the First Responder Injury Prevention & Wellness Program with PT Revolution is approximately $100k per year.
At a $1.50 return on each dollar spent as Rand Corporation reported in a 2014 comprehensive review on the efficacy of Workplace Wellness Programs, we would expect at least $150k in savings to the City of South Lake Tahoe.
WELLNESS PROGRAMS WORK.
A 2010 PAPER PUBLISHED IN THE HARVARD BUSINESS REVIEW BY BARRY, ET AL REPORTS WELLNESS PROGRAMS SIMILAR TO THE FIRST RESPONDER INJURY PREVENTION & WELLNESS PROGRAM HAVE A 6X RETURN ON INVESTMENT IN HEALTHCARE SAVINGS AND A REDUCTION OF $1500 PER YEAR IN HEALTHCARE CLAIMS AMONGST PARTICIPANTS.
Research shows additional financial savings of the program are expected to be seen in:
Decreased Worker's Compensation Claims (up to 30%)
Decreased employee turnover and position vacancies (up to 6%) Decreased absenteeism (up to 16%)
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PT REVOLUTION / 23
Recent
Projects
California Conservation
Corps - 2021-2022
Physical performance and restoration program for crew
members and leaders
Concurrent Mental Health services with Jen Kile
Executed the program on site up to four days/week
Up to 40 crew members per session
Vail Corp - 2021 - 2023
Performance, restoration, and optimization program for Ski Patrollers and Ski & Ride Instructors
Execute(d) program five days/week
Served over 70 team members in the 21-22 season
South Tahoe Ski & Ride Pros -
2021 - 2022
Performance, restoration and optimization program for
Tahoe’s top winter athletes
Executed program five days/week in pre-season
Up to ten athletes in a session
City of SLT Police & Fire Rescue - 2022
Performance, restoration and optimization program for CSLT PD and FR
Execute(d) program five days/week
Served over almost 46% of active first responders
REFERENCES
BRENEN DAVIS, CSLT, FIRE CAPTAIN - 530.318.3009
GENO FONDEROLI, HEALTH & SAFETY SR MANAGER, VAIL RESORTS - 815.343.1149 ROBIN BARNES, DIRECTOR OF SKIER SERVICES, VAIL RESORTS - 530.318.7121 GARY WHITEHOUSE, DISTRICT DIRECTOR, CCC - 530.577.0850
KYLE SMAINE, PROFESSIONAL SKIER - 530.318.0692
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Why
Choose Us
As a professional
athlete I have
had many serious
injuries and have
gone to many
clinics. There is
no one I trust
more than PT
Revolution with
my body. They
don’t just get me
back to where I
was before, but
make me
stronger to
prevent future
injuries.
Maddie Bowman
Olympic Gold Medalist
X Games Gold Medalist x 4
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Why
Choose Us
The PRO Services at
PT Revolution are a
great fit for any
company to help
prevent various
types of
occupational
injuries, especially
to improve the
body’s range of
motion and
decrease the
likelihood of
cumulative
musculoskeletal
disorders. A huge
upside is that the
team at PT
Revolution shows
that they truly care
for their patients.
Geno Fonderoli, CSP
Health and Safety Sr.
Manager
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Why
Choose Us
Erin Walker, PA-C
Tahoe WoRx Occupational
Health & Wellness
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EXHIBIT B
SCHEDULE OF CHARGES AND TIMELINE
BUDGET
Estimated fees (not to exceed) $100,000/year
Hourly Rate: $N/A/hour
Travel and out-of-pocket expenses $
(travel is included in the TOTAL (not to exceed amount) TOTAL (not to exceed) $100,000/year
TIMELINE
The services shall begin on a date agreed upon by both parties and last for a period of three (3) years, with two (2) one (1) year renewal options. 77 C-015-2023
EXHIBIT C
ANTI-LOBBYING CERTIFICATION
Provider shall submit to City this certification prior to or at the time of the execution of this Agreement.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty not less than $10,000 and no more than $100,000 for such failure.
The undersigned certifies, to the best of his or her knowledge or belief, that:
1. No federal appropriated funds have been paid or will be paid, by or on behalf of it, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement; and
2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, cooperative agreement, it will complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instruction.
Provider: PT Revolution Physical Therapy PC
Jason Collin, President
Jason Collin
By: Jason Collin (Feb 1, 2023 12:00 PST)
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1100 Virginia Drive, Suite 250
Fort Washington, PA 19034-3278
Phone:1-888-288-3534 Fax:1-847-953-0134
Website:www.hpso.com
01/13/23
PT Revolution
2038 Lake Tahoe Blvd
South Lake Tahoe, CA 96150-6499
Dear Jason Collin:
Enclosed is the replacement certificate of insurance that you requested.
If you have any questions or need assistance, please call us toll free at 1-888-288-3534. Our Customer Service Representatives are available weekdays from 8:00 a.m. to 6:00 p.m., EST.
Sincerely,
Customer Service
Enclosure
Dedicated To Serving The Insurance Needs of Healthcare Providers Healthcare Providers Service Organization is a registered trade name of Affinity Insurance Services, Inc.; (AR 244489); in CA & MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc., (0G94493), Aon Direct Insurance Administrators and Berkely Insurance Agency and in NY, AIS Affinity Insurance Agency.
Q032
HPSO
84 C-015-2023
CNA
HEALTHCARE PROVIDERS SERVICE
ORGANIZATION PURCHASING GROUP
Qtertificate of 3fn�urance
OCCURRENCE PROFESSIONAL LIABILITY POLICY FORM
HPSO
Print Date: 1/13/2023
The application for the Policy and any and allsupplementary information, materials, and statements submitted therewith shall be maintained on file by us or our Program Administrator and will be deemed attached to and incorporated into the Policy as if physically attached.
PRODUCER BRANCH PREFIX POLICY NUMBER POLICY PERIOD
018098 970 HPG 0697907948 From: 12/03/22 to 12/03/23 at 12 01 AM Standard Time Named Insured and Address: Program Administered by:
PT Revolution
2038 Lake Tahoe Blvd
South Lake Tahoe, CA 96150-6499
Medical Specialty: Code:
Healthcare Providers Service Organization
1100 Virginia Drive, Suite 250
Fort Washington, PA 19034
1-888-288-3534
www.hpso.com
Insurance Provided by:
Physical Therapist Firm
Excludes Cosmetic Procedures
80995 American Casualty Company of Reading, Pennsylvania 151 N. Franklin Street
Chicago, IL 60606
Professional Liability $ 1,000,000 each claim $ 3,000,000 aggregate Your professional liability limits shown above include the following:
* Good Samaritan Liability * Malplacement Liability * Personal Injury Liability * Sexual Misconduct Included in the PL limit shown above subject to $ 25,000 aggregate sublimit Coverage Extensions
License Protection $25,000 per proceeding $25,000 aggregate Defendant Expense Benefit $1,000 per day limit $25,000 aggregate Deposition Representation $10,000 per deposition $10,000 aggregate Assault $25,000 per incident $25,000 aggregate
Includes Workplace Violence Counseling
Medical Payments $25,000 per person $100,000 aggregate
First Aid $10,000 per incident $10,000 aggregate
Damage to Property of others $10,000 per incident $10,000 aggregate Enterprise Privacy Protection - Claims Made
Retroactive Date: 12/03/2020(Defense inside limits)
$ 25,000 per incident $ 25,000 aggregate
Media Expense $ 25,000 per incident $ 25,000 aggregate
Workplace Liability
Workplace Liability
Fire & Water Legal Liability Personal Liability
Included in Professional Liability Limit shown above
Included in the PL limit shown above subject to $150,000 aggregate sublimit Excluded Total $ 2 999.00
Base Premium $2,999.00
Policy Forms and Endorsements (Please see attached list of policy forms and endorsements) Chairman of the 'oard Secretary
Keep this Certificate of Insurance in a safe place. It and proof of payment are your proof of coverage. There is no coverage in force unless the premium is paid in full. To activate your coverage, please remit premium in full by the effective date of this Certificate of Insurance.
Coverage Change Date:
CNA93692 (11-2018)
Endorsement Date: Master Policy: 188711433
© Copyright CNA All Rights Reserved.
85 © Copyright CNA All Rights Reserved.
C-015-2023
POLICY FORMS & ENDORSEMENTS
The following are the policy forms and endorsements that apply to your current professional liability policy.
COMMON POLICY FORMS & ENDORSEMENTS
FORM#
G-121500-D (04-08)
G-121503-C (07-01)
G-121501-C1 (07-01)
CNA94164 (11-18)
G-145184-A (06-03)
G-147292-A (03-04)
GSL15564 (10-09)
GSL15565 (03-10)
GSL17101 (02-10)
GSL13424 (05-09)
GSL13425 (05-09)
CNA80052 (10-14)
G-123846-D04 (07-01)
CNA81753 (03-15)
CNA81758 (01-21)
CNA82011 (04-15)
CNA79575 (07-14)
CNA79516 (10-14)
CNA89026 (05-17)
G-141231-A (07-01)
FORM NAME
Common Policy Conditions
Workplace Liability Form
Occurrence Policy Form - California
Amendment Definition of Claim Endorsement
Policyholder Notice - OFAC Compliance Notice
Policyholder Notice - Silica, Mold & Asbestos Disclosure Sexual Misconduct Sublimits of Liability Professional Liability & Sexual Misconduct Exclusion Healthcare Providers Professional Liability Assault Coverage Exclusion of Specified Activities Reuse of Parenteral Devices and Supplies Services to Animals
Business Owner Coverage Extension Endorsement
Distribution or Recording of Material or Information in Violation of Law Exclusion Endorsement California Cancellation and Non-Renewal
Coverage & Cap on Losses from Certified Acts Terrorism
Notice - Offer of Terrorism Coverage & Disclosure of Premium Related Claims Endorsement
Exclusion of Cosmetic Procedures
Enterprise Privacy Protection
Media Expense Coverage
Additional Insured Healthcare Entity
PLEASE REFER TO YOUR CERTIFICATE OF INSURANCE FOR THE POLICY FORMS & ENDORSEMENTS SPECIFIC TO YOUR STATE AND YOUR POLICY PERIOD.
For NJ residents: The PLIGA surcharge shown on the Certificate of Insurance is the NJ Property & Liability Insurance Guaranty Association.
For KY residents: The Surcharge shown on the Certificate of Insurance is the KY Firefighters and Law Enforcement Foundation Program Fund and the Local Tax is the KY Local Government Premium Tax.
As required by 806 Ky. Admin Regs. 2:100, this Notice is to advise you that a surcharge has been applied to your insurance premium and is separately itemized on the Declarations page or billing instrument attached to your policy, as required KRS. §136.392.
For WV residents: The surcharge shown on the Certificate of Insurance is the WV Premium Surcharge.
For FL residents: The FIGA Assessment shown on the Certificate of Insurance is the FL Insurance Guaranty Association - 2022 Regular Assessment.
Form #:CNA93692 (11-2018)
Master Policy#: 188711433
Named Insured: PT Revolution
Policy #: 0697907948
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89 Cat. No. 10231X C-F0or1m5W-2-092(R3ev. 10-2018)
U.S. person Date 1/16/2023
Form
(Rev. October 2018)
Department of the Treasury
Internal Revenue Service
Request for Taxpayer
Identification Number and Certification
▶ Go to www.irs.gov/FormW9 for instructions and the latest information.
Give Form to the
requester. Do not
send to the IRS.
1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.
PT Revolution Physical Therapy, PC
2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes.
4 Exemptions (codes apply only to
certain entities, not individuals; see
instructions on page 3):
Individual/sole proprietor or
single-member LLC
C Corporation S Corporation Partnership Trust/estate
Exempt payee code (if any)
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ▶ Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner.
Other (see instructions) ▶
Exemption from FATCA reporting
code (if any)
(Applies to accounts maintained outside the U.S.)
5 Address (number, street, and apt. or suite no.) See instructions. 2038 Lake Tahoe Blvd
6 City, state, and ZIP code
South Lake Tahoe, CA 96150
7 List account number(s) here (optional)
Requester’s name and address (optional)
Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other – – entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later. or
Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Part II Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and
3. I am a U.S. citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.
General Instructions
Section references are to the Internal Revenue Code unless otherwise noted.
Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.
Purpose of Form
An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid)
• Form 1099-DIV (dividends, including those from stocks or mutual funds)
• Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)
• Form 1099-B (stock or mutual fund sales and certain other transactions by brokers)
• Form 1099-S (proceeds from real estate transactions)
• Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition)
• Form 1099-C (canceled debt)
• Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN.
If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later.
Print or type.
See Specific Instructions on page 3.
WEmployer identification number
Number To Give the Requester for guidelines on whose number to enter. 8 5 – 2 3 8 6 6 2 9
90 ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD C-015-2023
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
01/17/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER CONTACT Justine Anderson NAME:
Fromarc Insurance Agency PHONE (530) 541-7797 (A/C, No, Ext): FAX (A/C, No): (530) 541-8722
1156 Emerald Bay Road E-MAIL [email protected] ADDRESS:
Suite C INSURER(S) AFFORDING COVERAGE NAIC #
South Lake Tahoe CA 96150 INSURER A : Ohio Security Insurance Company 0111
INSURED
PT Revolution Physical Therapy, PC
2038 Lake Tahoe Blvd
South Lake Tahoe
CA 96150
INSURER B : Markel Insurance Company 0785
INSURER C :
INSURER D :
INSURER E :
INSURER F :
COVERAGES CERTIFICATE NUMBER: CL2082004160 REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR TYPE OF INSURANCE ADDL
INSD SUBRWVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000
CLAIMS-MADE OCCUR
DAMAGE TO RENTED $ 1,000,000 PREMISES (Ea occurrence)
MED EXP (Any one person) $ 15,000
A Y Y BKS63503592 08/19/2022 08/19/2023 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY PRO- LOC PRODUCTS - COMP/OP AGG $ 2,000,000 JECT $ OTHER:
A
AUTOMOBILE LIABILITY
BKS63503592 08/19/2022 08/19/2023
COMBINED SINGLE LIMIT (Ea accident) $
ANY AUTO BODILY INJURY (Per person) $
OWNED
AUTOS ONLY
HIRED
AUTOS ONLY
SCHEDULED
AUTOS
NON-OWNED
AUTOS ONLY
BODILY INJURY (Per accident) $
PROPERTY DAMAGE (Per accident) $
Hired & Non-Owned $ 1,000,000
UMBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS-MADE
EACH OCCURRENCE $
AGGREGATE $
DED RETENTION $ $
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY Y / N
PER
STATUTE OTH- ER
E.L. EACH ACCIDENT $ 1,000,000
B ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? Y N / A MWC0190764-02 08/19/2022 08/19/2023 E.L. DISEASE - EA EMPLOYEE $ (Mandatory in NH) 1,000,000 If yes, describe under
E.L. DISEASE - POLICY LIMIT $ 1,000,000 DESCRIPTION OF OPERATIONS below DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) City of South Lake Tahoe, its elected officers, officials, employees, agents and volunteers are Additional Insured per attached endorsement, form #CG 88 10 04 13
Policy is primary and non-contributory and a waiver of subrogation applies 30 days notice of cancellation
CERTIFICATE HOLDER CANCELLATION
City of South Lake Tahoe
1901 Lisa Maloff Way
South Lake Tahoe CA 96150
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.
91 Created: 2023-01-27
By:
Status:
Transaction ID:
jo Mcdonough ([email protected])
Signed
CBJCHBCAABAAwNj5fIti7RAmLNZhRGGxefsLGDUIrEjQ
C-015-2023 PT Revolution
Final Audit Report 2023-02-01
"C-015-2023 PT Revolution" History
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Signer [email protected] entered name at signing as Cristi Creegan 2023-02-01 - 6:04:31 PM GMT- IP address: 47.25.89.14
Document e-signed by Cristi Creegan ([email protected]) Signature Date: 2023-02-01 - 6:04:33 PM GMT - Time Source: server- IP address: 47.25.89.14 92 Document emailed to [email protected] for signature 2023-02-01 - 6:04:37 PM GMT
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Document e-signed by Jason Collin ([email protected]) Signature Date: 2023-02-01 - 8:00:36 PM GMT - Time Source: server- IP address: 174.83.174.17 Agreement completed.
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93 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: January 27, 2026
Agenda Item #:4
Agenda Item: Application for Grant From Tahoe Fund for Tahoe Valley Stormwater and Greenbelt Improvement Project, Phase 2
Executive Summary: The Tahoe Valley Stormwater and Greenbelt Improvement Project is a vital community and environmental improvement project. Based on feedback from the public received during the Area Plan process, subsequent design meetings and public survey for the Greenbelt area, the project has been developed to provide the benefits requested by the community and stakeholders, including drainage, water quality, public space, new naturalized play structures, and improved active transportation paths. Due to the size and diversity of the overall project, the City split it into two phases to secure funding from a variety of eligible and applicable funding sources. Phase 1 is complete. Phase 2 began in 2025 and is anticipated to be completed in 2026. On December 10, 2024, City Council awarded Phase 2 of the Tahoe Valley Stormwater and Greenbelt Improvement Project to Herback General Engineering (Herback) for $6,754,601.95 and approved a 10% construction continency ($675,460.20) as part of Resolution 2024-140. Bid Alternates A, D, and E were awarded with Herback’s contract (C314-2024) but Bid Alternates B and C were not due to funding limitations. Staff indicated that funding for Bid Alternate C (furnishing and installing poles and luminaire system) was essential to provide safety for trail users. A separate Capital Improvements Project was made for the Tahoe Valley Phase 2 Lighting in order to request funding. While staff has been planning to request the anticipated budget shortfall for the lighting during mid-year budget FY25/26, an opportunity to apply for Tahoe Fund grant funds recently became available. The City plans to request $427,020 to fund the interpretive signage and unfunded lighting system improvements. No match is required. If awarded grant funds, acceptance of the award and amendment to Herback’s contract to award Bid Alternate C will be brought back to City Council.
Requested Action / Suggested Motions: Pass a Motion authorizing staff to submit a grant application to Tahoe Fund for $427,020, including interpretive signage and lighting improvements, for the Tahoe Valley Stormwater and Greenbelt Improvement Project, Phase 2.
Responsible Staff Member: Brianna Greenlaw, Senior Civil Engineer Reviewed and Approved By: Mohammad Qureshi, Director of Public Works Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01-Staff Report-Tahoe Fund Application.docx
94 Council Agenda Report January 27, 2026 Page 1 of 2
City of South Lake Tahoe
Report to City Council
Meeting Date: January 27, 2026
Title: Tahoe Fund Grant Application for interpretive signage, light poles, and luminaires as part of the Tahoe Valley Stormwater and Greenbelt Improvement Project, Phase 2 Location: Tahoe Valley “Greenbelt” area located behind The Crossing at the South Y Responsible Staff Member: Brianna Greenlaw, Senior Civil Engineer Background: The Tahoe Valley Stormwater and Greenbelt Improvement Project is a vital community and environmental improvement project. Based on feedback from the public received during the Area Plan process, subsequent design meetings, and public survey for the Greenbelt area, the project was developed to provide the benefits requested by the community and stakeholders, including drainage, water quality, public space, new naturalized play structures, and improved active transportation paths.
Due to the size and diversity of the overall project, the City split it into two phases to secure funding from a variety of eligible and applicable funding sources.
1. Phase 1 consisted of stormwater and water quality improvement work within the Bonanza neighborhood and downstream of James Avenue at 3rd Street to Tahoe Keys Blvd.
2. Phase 2 consists of the Central Greenbelt Area (behind the Crossings) spanning between Emerald Bay Road at B Street down to Highway 50 at 4th Street.
Phase 1 of the project is complete. Phase 2 construction began in 2025 and will be completed by the end of the 2026 construction season.
Issue and Discussion: On December 10, 2024, City Council awarded Phase 2 of the Tahoe Valley Stormwater and Greenbelt Improvement Project to Herback General Engineering (Herback) for $6,754,601.95 and approved a 10% construction continency ($675,460.20) as part of Resolution 2024-140. A summary of the alternates included in the bid and what they consisted of is included in Table 1. Bid Alternates A, D, and E (highlighted in green in Table 1) were awarded with Herback’s contract (C-314-2024) but Bid Alternates B and C (highlighted in red in Table 1) were not due to funding limitations.
Table 1 – Bid Alternates
Herback General
Engineering Bid Prices
Status
Bid Alternate A –
Includes furnishing and installing pipe and associated
appurtenances to replace the existing failing storm drain on APN 023-241-040. $82,505
Awarded with contract
C-314-2024
Bid Alternate B –
Includes full depth pavement rehab of Barton Ave. in project limits. $200,100
Not awarded with
contract C-314-2024,
not needed
Bid Alternate C –
Includes furnishing and installing poles and luminaire system. $408,000 Not awarded with
contract C-314-2024,
funding needed
Bid Alternate D –
Includes furnishing and installing various greenbelt site furnishings. $78,031
Awarded with contract
C-314-2024
Bid Alternate E –
Includes furnishing and installing playground structures. $95,225 Awarded with contract
C-314-2024
95 Council Agenda Report January 27, 2026 Page 2 of 2
Staff did not believe that Bid Alternate B was critical to the project’s success but indicated that funding for Bid Alternate C (furnishing and installing poles and luminaire system) was essential to provide safety for trail users.
Staff strategically created Bid Alternate C to only include the above ground lighting features (poles and luminaires), with the underground infrastructure to be completed as part of the awarded contract so disturbance to the newly installed multi-use paths would not occur.
A separate Capital Improvements Project (CIP) was made for the Tahoe Valley Phase 2 Lighting in order to request funding. While staff has been planning to request the anticipated budget shortfall for the lighting during mid-year budget FY25/26, an opportunity to apply for Tahoe Fund grant funds recently became available. The Tahoe Fund is a private charitable organization that offers a funding stream to support environmental improvement projects throughout the Basin. They are currently accepting grant proposals in the focus areas of “The Forest – Reducing the risk of catastrophic wildfire”, “The Lake – Improving Lake health”, and “The Experience – Making it easier to get around, enjoy and take care of Lake Tahoe”. The City plans to request $427,020 to fund the interpretive signage and unfunded lighting system improvements. No match is required but they expect projects to leverage funding from other sources, which the Tahoe Valley Stormwater and Greenbelt Improvement Project has done.
Financial Implications: The grant request is for the cost of the playground sign ($14,800), Greenbelt interpretive signage ($4,220), and Bid Alternate C to install light poles and luminaires ($408,000). The playground sign and Greenbelt interpretive signage were previously allocated funds as part of the bid award to Herback. If awarded, already allocated general funds in those amounts could be reallocated elsewhere.
The Bid Alternate C for the lighting system was not awarded with the Herback Contract as it is currently unfunded. Herback has indicated that they will honor the prices included in the 2024 bid. Staff recommend amending Herback’s contract to include Bid Alternate C (lighting improvements) should grant funds be awarded. Due to long material procurement times, award for Bid Alternate C must be made no later than April to allow for successful installation in the 2026 construction season.
If we are awarded grant funds, then acceptance of the award and amendment to Herback’s contract to award Bid Alternate C will be brought back to City Council.
Environmental Considerations: The Planning Commission adopted the CEQA, Mitigated Negative Declaration on May 9, 2019, SCH# 20190292152. Addendum No. 1 adding the basin and associated improvements at the corner of 4th Street and Barton Avenue was adopted by the Planning Commission on February 20, 2025.
Policy Implications: Installing interpretive signage and finishing the lighting system along the proposed trails in the Greenbelt advances the City Council Strategic Priority, Recreation and Equitable Access for All, by facilitating safety and educational components along the trail. The new trails prioritize the connection of bicycle and walking trails, from neighborhoods near the Greenbelt to the South Y commercial area and beyond.
The project improvements also assist with advancing the City Council Strategic Priority, Protect the Natural Environment, by meeting the sediment and nutrient reductions mandated by the Lake Tahoe Total Maximum Daily Load (TMDL) program. Fulfilling mandated TMDL reduction goals will assist with maximizing residential housing allocations under TRPA Code section 50.5.2.E.2 (Distribution and Administration of Residential Allocations – TMDL Implementation).
96 City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: January 27, 2026
Agenda Item #:5
Agenda Item: Agreement with Sunwest Janitorial for Janitorial Services in the New Multigenerational Recreation & Aquatics Center
Executive Summary: Staff issued a Request for Proposals through Planetbids. Building Services of CA & Nevada, LLC. dba: Sunwest, was the sole applicant and provided an acceptable proposal. Sunwest is specially trained, experienced, and competent to perform the special services which will be required by this Agreement and possesses the skill, experience, ability, background, certification, and knowledge to provide the services. Services will commence upon the issuance of the Temporary Certificate of Occupancy (TCO) and continue for two years, with the ability to extend up to two (2) additional years.
The anticipated TCO is February 16th, 2026. This contract will commence on the date the agreement is approved and awarded by City Council with costs not to exceed $308,544.00 over the initial two-year term.
Requested Action / Suggested Motions: Pass a Motion authorizing and directing the Mayor to execute the Professional Service Agreement with Building Services of CA & Nevada, LLC. dba: Sunwest Janitorial Contract to provide janitorial services for the New Multigenerational Recreation & Aquatics Center in an amount not to exceed $308,544.00 for the initial two-year term.
Responsible Staff Member: John Stark, Director of Parks and Recreation Reviewed and Approved By: Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney
Attachments:
01-Staff Report - Janitorial Contract 01.27.26.docx
02-SUNWEST PSA Recreation and Aquatics Center.docx
97 City Council Agenda Report January 27, 2026 Page 1 of 2 City of South Lake Tahoe
Report to City Council
Meeting Date: January 27, 2026
Title: Award Janitorial Contract for New Recreation & Aquatics Center Location: Citywide
Responsible Staff Member: John Stark, Director of Parks & Recreation Background: On August 26, 2025, City Council approved the annual budget for fiscal year 2025/26. Account 100-04220-42025 for contract services has allocated sufficient funding to support this PSA as outlined in exhibit B, Schedule of Charges and Timeline.
Staff followed the formal RFP process through Planetbids. Building Services of CA & Nevada, LLC. dba: Sunwest, was the sole applicant and provided a responsive and responsible proposal.
Sunwest is specially trained, experienced, and competent to perform the special services which will be required by this Agreement and possesses the skill, experience, ability, background, certification, and knowledge to provide the services agreed upon in the PSA.
The services by consultant are to commence upon the execution of the Agreement at the issuing of the Temporary Certificate of Occupancy (TCO) and continue from this date for two years, with the ability to extend up to two (2) additional years, at the sole discretion of the City. The anticipated TOC is February 16th, 2026. This contract will commence on the date the agreement is approved and awarded by City Council with costs not to exceed $308,544.00 over the twoyear contract period without additional written authorization from City.
Issue and Discussion: Building Services of CA & Nevada, LLC. dba: Sunwest agreed to provide janitorial services for the New Recreation & Aquatics Center as outlined in the PSA with specific duties outlined in Exhibit A, Scope of Service and Exhibit D, Janitorial Services Agreement Cleaning Schedule.
Financial Implications: The total cost of the agreement is not to exceed $308,544.00, as outlined in the attached Professional Service Agreement. The project will be funded from Account 100-04220-42025 as outlined in exhibit B, Schedule of Charges and Timeline. 98 City Council Agenda Report January 27, 2026 Page 2 of 2 Environmental Considerations: This is not a “project” subject to review under the California Environmental Quality Act (CEQA) Guidelines section 15378(b)(2) (continuing administrative or maintenance activities, such as purchases for supplies) Policy Implications: This action is consistent with the 2025-2030 Strategic Plan Strategic Priority 7.1 complete the new Recreation and Swim Complex and maintain the current complex in the meantime and 7.7 Continue to improve access for people of all abilities to all public spaces. 99 CITY OF SOUTH LAKE TAHOE
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made and entered into as of the 16th day of February 2026 by and between the City of South Lake Tahoe, a municipal corporation (“City”) and Building Services of CA & Nevada, LLC. dba: Sunwest (“Consultant”).
RECITALS
A. Consultant is specially trained, experienced, and competent to perform the special services which will be required by this Agreement.
B. Consultant possesses the skill, experience, ability, background, certification, and knowledge to provide the services described in this Agreement on the terms and conditions described herein.
C. City desires to retain Consultant to render professional services as set forth in this Agreement.
AGREEMENT
1. Scope of Services. Consultant shall perform the services set forth in this agreement and shall provide said services at the time, place, and in the manner specified in this agreement. Consultant shall have no power or authority by this Agreement to bind City in any respect.
The Consultant agrees that it has satisfied itself by its own investigation and research regarding the conditions affecting the work to be done and labor and materials needed, and that its decision to execute this Contract is based on such independent investigation and research.
All services provided by consultant pursuant to this Agreement will be provided in accordance with the terms set forth in the Exhibit A, “Scope of Services,” attached hereto and incorporated herein by reference. Exhibit B, “Compensation Schedule,” attached hereto and incorporated herein by reference, outlines the fees and compensation which shall be paid pursuant to this Agreement.
2. Term/Time of Performance. The services by consultant are to commence upon the execution of the Agreement at the issuing of the Temporary Certificate of Occupancy (TCO) and continue from this date for two years, with the ability to extend up to two (2) additional years, at the sole discretion of the City. The anticipated TOC is February 16th, 2026. This contract will commence on the date the agreement is approved and awarded by City Council. Cost of Years 3 to 4 will be escalated by CPI each year, including optional hourly rates.
3. Compensation. Compensation to be paid to Consultant shall be in accordance with the Schedule set forth in Exhibit B which is attached hereto and incorporated herein by reference. In no event shall Consultant’s compensation, including travel and out-of-pocket expenses, exceed $ 308,544.00 without additional written authorization from City. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to City at the 100
time of payment. Payment is contingent upon compliance with all terms and conditions of this Agreement, as set forth herein. Consultant shall obtain prior written authorization from the City Project Manager for any costs in excess of budgeted amounts for each line item, task, or obligation under the Scope of Services.
4. Method of Payment. Consultant shall submit monthly billings to City describing the work performed during the preceding month. Consultant’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, the applicable hourly rate, and a description of any reimbursable expenditures. City shall pay Consultant no later than 30 days after approval of the monthly invoice by City staff.
5. Extra Work. At any time during the term of this Agreement, City may request that Consultant perform extra work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, extra work without prior written authorization from City. Additional services to be billed at $35/hour.
6. Termination. This Agreement may be terminated by City or Consultant immediately for cause or without cause upon thirty days (30) days written notice of termination. Upon termination, Consultant shall be entitled to compensation for services performed up to the effective date of termination, and City shall be entitled to all work performed to that date. Termination, revocation, or expiration of this Agreement shall not release either party from liability resulting from an event which occurred prior to such termination, revocation, or expiration.
7. Ownership of Documents. All plans, studies, documents, and other writings, including working notes and internal documents, prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, shall become the property of City upon payment to Consultant for such work, and City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party.
Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents, and other writings to City upon written request. All documents prepared by Consultant are confidential and shall be maintained to preserve their confidential nature. Release of any such documents to third parties shall only be made upon written consent of City.
8. Consultant’s Books and Records.
a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant for services provided pursuant to this Agreement.
b. Consultant shall maintain all documents and records which demonstrate 101
performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from records shall be available at Consultant’s address indicated for the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor, or a designated representative of these officers. Copies of such documents shall be provided to City for inspection at City offices when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant’s business, City may, by written request by any of the above-named officers, require that custody of the records be given to City and that the records and documents be maintained at City offices. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant’s representatives, or Consultant’s successor-in-interest.
9. Independent Contractor. It is understood that Consultant, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of City. Consultant shall obtain no rights to retirement benefits or other benefits which accrue to City’s employees, and Consultant hereby expressly waives any claim it may have to any such rights. All employees, agents, contractors, or subcontractors hired or retained by Consultant are employees, agents, contractors, or subcontractors of Consultant and not of the City. City is not required to make any deductions or withholdings form the compensation payable to Consultant under the provisions of this Contract and is not required to issue W-2 Forms for income and employment tax purposes for any of Consultant’s assigned personnel. Any third-party persons employed by Consultant shall be entirely and exclusively under the direction, supervision, and control of Consultant. Consultant hereby indemnifies and holds City harmless from any and all claims that may be made against City based upon any contention by any third party that an employer-employee relationship exists by reason of this Contract.
10. Interest of Consultant. Consultant, (and principals, associates, and professional employees of consultant) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant’s services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.
Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
a. Will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation, or counsel independent of the control and direction of City or of any City official, other than normal agreement monitoring; and,
102
b. Possesses no authority with respect to any city decision beyond rendition of information, advice, recommendation, or counsel. [FPPC Reg. 18700(a) (2)].
11. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant’s field of expertise.
12. Compliance with Laws. Consultant shall comply with all applicable federal, state, regional and local laws, codes, ordinances, and regulations in carrying out his/her duties under this Agreement.
Consultant shall observe and comply with all applicable laws, ordinances, regulations, and codes of federal, state, and local governments, and shall commit no trespass on any public or private property in performing any of the work authorized by this Agreement. The City, its officials, officers, elected officials, appointed officials, and employees shall not be liable at law or in equity as a result of any failure of Consultant to comply with this section. In the event it is determined that the Consultant is required to pay prevailing wages for the work performed under this Agreement, the Consultant shall pay all penalties and wages as required by law.
13. Licenses. Consultant represents and warrants to City that it has all licenses, permits, qualifications, insurance, and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of South Lake Tahoe business license at all times services is performed under this Agreement. Consultant acknowledges that payments made pursuant to this Agreement may be withheld until this provision has been satisfied.
14. Indemnity. Consultant hereby agrees to and shall indemnify and hold harmless City, its elected and appointed boards, officers, agents, employees, and volunteers from and against any liability for any and all claims, demands, actions, losses, damages and injuries, direct or indirect (including any and all costs and expenses in connection therein), arising out of this Agreement or caused in any way by Consultant’s negligent performance of this Agreement or its breach of its obligations contained in this Agreement, except for any such claims arising out of the negligence or willful misconduct of the City. Consultant agrees to defend City from and against any and all losses, damages, claims costs and fees arising out Consultant’s negligent acts, errors, omissions, regarding this Agreement, the Consultant’s work under this Agreement, or the consultant’s Scope of Work.
City does not, and shall not, waive any rights against Consultant which it may have by reason of the aforesaid hold harmless agreement, because of the acceptance by City, or the deposit with City by Consultant, of any of the insurance policies hereinafter set forth. 103
This hold harmless agreement by Consultant shall apply to all damages and claims for damages, or alleged to have been suffered, by reason of any of the aforesaid operation of Consultant or any subcontractor, regardless of whether such insurance policies shall have been determined to be applicable to any of such damages or claims for damages.
Consultant further waives any and all rights to any type of express or implied indemnity or right of contribution from the City for any liability, claims, demands, costs, charges, and expenses and causes of action of whatsoever arising out of or in any way connected with this Agreement, and consultant’s work under this Agreement.
15. Insurance Requirements.
a. Consultant, at Consultant’s own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies.
i. Workers’ Compensation Coverage. Consultant shall maintain Workers’ Compensation Insurance and Employer’s Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California for all the subcontractor’s employees. Any notice of cancellation of all Workers’ Compensation policies must be received by City at least thirty (30) days prior to such change. Consultant shall provide thirty (30) days written notice of nonrenewal of any Workers’ Compensation policies. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees, and volunteers for losses arising from work performed by Consultant for City.
ii. Commercial General Liability Coverage. Consultant shall maintain commercial general liability insurance no less broad than ISO form CG 00 01 in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury, and property damage.
Coverage must be made on the standard Occurrence form. Claims-Made forms are not acceptable without prior written consent of City. City of South Lake Tahoe must be endorsed as an additional insured for liability arising out of ongoing operation by on behalf of Consultant. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired, and non- owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence.
iv. Professional Liability Coverage. Consultant shall maintain professional errors and 104
omissions liability insurance for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant or by its employees, or subcontractors. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims made annual aggregate basis, or a combined single-limit per occurrence basis.
b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing an AM Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
i. City, its elected or appointed officers, officials, employees, agents, and volunteers are to be covered as additional insureds under Consultant’s General Liability and Automobile Liability policies with respect to liability arising out of this Agreement and/or work performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work or operations.
ii. This policy shall be considered primary insurance as respects City, its elected or appointed officers, officials, employees, agents, and volunteers. Any insurance maintained by City, including any self-insured retention City may have, shall be considered excess insurance only and shall not contribute with it.
iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring Consultant.
iv. The insurer waives all rights of subrogation against City except for Consultant’s Professional Liability and Employers’ Liability policies, its elected or appointed officers, officials, employees, or agents.
v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to City, its elected or appointed officers, officials, employees, agents, or volunteers.
vi. No policies of insurance carried by Consultant shall be suspended, voided, canceled, or changed in coverage or in limits except after thirty (30) days written notice to the City Attorney by Certified Mail.
c. Deductibles and Self-Insured Retentions. The Consultant shall be responsible for all deductibles in all of Consultant’s insurance policies. The amount of deductibles for insurance coverage required herein shall be reasonable and approved by the City Attorney. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Consultant shall not commence work under this contract until all insurance required under this section has been approved by City as to form, amount, and carrier, nor shall Consultant allow any subcontractor to commence work on any subcontract until all similar insurance required and reasonably consistent limits of the subcontractor has been so obtained and approved. Certificates of insurance shall contain no exclusions unless negotiated with the City Attorney and approved, in writing, by the City Attorney. 105
16. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first-class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section.
If to City: City of South Lake Tahoe
1901 Lisa Maloff Way
South Lake Tahoe, CA
96150
Provide a copy to: City Attorney’s Office
1901 Lisa Maloff Way
South Lake Tahoe, CA
96150
If to Consultant:
Attn: Alfonso Juarez,
Owner
2560 Fieldcrest Dr.
Carson City, NV 89701
Email: [email protected]
17. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience, and competence of Consultant. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of City. Consultant shall not subcontract any portion of the work to be performed under this Agreement without the written authorization of City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of the subcontractor. Nothing in the Agreement shall create any contractual relationship between City and subcontractor nor shall it create any obligation on the part of City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise required by law.
18. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.
19. Dispute Resolution. Any dispute concerning this Agreement will be first submitted to the City Manager or his designee for resolution. If no resolution is reached, such dispute shall be submitted to the City Council. The decision of the City Council shall be final and shall be appealable only to the El Dorado Superior Court pursuant to California Code of Civil Procedure §1094.5, and as provided by law.
20. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in the Superior Courts in the County of El Dorado, South Lake Tahoe Division. 106
21. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any Consultant or person, other than the independent contractors hired in accordance with Consultant’s standard business practice, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid, nor has it agreed to pay any Consultant or person, other than a bona fide employee working solely for Consultant or an independent contractor hired as discussed above, any fee, commission, percentage, brokerage fee, gift, or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, 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.
22. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer, and it shall not discriminate against any subcontractor, employee, or applicant for employment because of race, religion, color, national origin, disability, ancestry, sex, or age. Such nondiscrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or termination.
Consultant shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan, or other related programs or guidelines currently in effect or hereinafter enacted.
23. Drug-Free Workplace Certification. By signing this Agreement, Consultant hereby certifies under penalty of perjury under the laws of the State of California that the Consultant will comply with the requirements of the Drug- Free Workplace Act of 1990 (Government Code Section 8350, et seq.) and will provide a drug-free workplace by taking the following actions:
a. Publish a statement notifying employees that unlawful manufacture, distribution dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations, as
required by Government Code Section 8355 (a).
b. Establish a Drug-Free Awareness Program as required by Government Code Section 8355(b) to inform employees about all of the following:
i. The dangers of drug abuse in the workplace.
ii.The person’s or organization’s policy of maintaining a drug-free workplace. iii. Any available counseling, rehabilitation, and employee assistance program; and iv. Penalties that may be imposed upon employees for drug abuse violations. c. Provide, as required by Government Code Section 8355(c), that every employee who performs grant activities under this Agreement:
i. Will receive a copy of the Consultant’s drug-free policy statement; and ii.Will agree to abide by the terms of the Consultant’s statement as a condition of employment on this Agreement.
107
Failure to comply with these requirements may result in suspension of payments under this Agreement or termination of the Agreement, or both, and Consultant may be ineligible for award of any future City agreements if City determines that any of the following has occurred: the Consultant. (1) has made false certification, or (2) violates the certification by failing to carry out the requirements as noted above.
24. Anti-Lobbying Certification. Consultant shall submit to City the Anti-Lobbying Certification contained in Exhibit C. Further, Consultant shall require that the language of the certification in Exhibit C be included in all contracts or subcontracts entered into in connection with this Agreement and that all Consultants and contractors shall certify and disclose accordingly.
25. Debarment, Suspension, Ineligibility and Voluntary Exclusion. By signing this Agreement, Consultant assures that neither it nor its principals, is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participating in covered transactions by any Federal department or agency.
26. Americans with Disabilities Act. By signing this Agreement, Consultant assures the City that it complies with the American with Disabilities Act (ADA) of 1990, (42 U.S.C. 12101, et.seq.), which prohibits discrimination on the basis of disability, as well as all applicable regulations and guidelines issued pursuant to ADA.
27. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney.
28. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.
29. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between City and Consultant. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement.
30. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.
31. Time is of the essence. Time is of the essence for this Agreement.
32. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective party.
108
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
CITY OF SOUTH LAKE TAHOE: CONSULTANT:
By: By:
Mayor Alfonso Juarez, Owner
Date Date
Business License #:
APPROVED AS TO FORM:
By:
City Attorney Date
ATTEST
By:
City Clerk Date
Attachments:
Exhibit A Scope of Services
Exhibit B Schedule of Charges and Timeline
Exhibit C Anti-Lobbying Certification
Exhibit D Janitorial Services Agreement Cleaning
Schedule
Exhibit E Cleaning Area Location Map
Exhibit F Cleaning Equipment Inventory List
Exhibit G Displaced Janitor Opportunity Act
Exhibit H Payment and Performance Bonds
Exhibit I Certificate of Insurance
109
EXHIBIT A
SCOPE OF SERVICES
EXHIBIT A SCOPE OF WORK
The owner will be supervising the initial cleaning with the staff to ensure they know exactly what needs to be done in each area. The owner was on the walk through and understood what the expectations were and the needs of the city. We have been in this industry for over 40 years, and we know we can provide excellent service to the city.
Upon award of this project, we will assign two to three employees on rotating schedules to clean the Recreations and Aquatics Center. Per the scope this work will be 7 days a week. The owner will periodically check work.
If an assigned employee is unavailable, we have more than enough employees to cover the schedule.
If this happens to be the supervisor, Alfonso Juarez, the owner, will oversee the job.
The costs as provided in the project budget include Payroll, insurance, bonds. We will be ready to start immediately upon execution of contract. The Recreation and Aquatics Center will be cleaned to meet or exceed City requirements.
*This bid is for service only. All paper products and waste liners are to be supplied by the client.
ADDITIONAL WORK NOT INCLUDED IN COST:
Window Cleaning: We can provide exterior window cleaning on a ground floor only. This bid does not include this cost. Any exterior higher than single story will be contracted out and billed accordingly.
110
EXHIBIT B
SCHEDULE OF CHARGES AND TIMELINE
Recreation & Aquatics Facility Monthly Rate $12,856.00
Hourly Rate for Optional Services $35.00
Total Two Year Not to Exceed Cost for Recreation and Aquatics Center with Scope of Services Provided. Includes Daily, Weekly and Quarterly Cleaning costs: $308,544.00 Cost for Years 3 and 4 will be escalated by CPI each year, including optional hourly rates and therefore, no additional compensation will be allowed. The undersigned has carefully checked all the above figures and understands that the City Council and the City of South Lake Tahoe will not be responsible for any errors or omissions on the part of the undersigned in making this proposal.
Notes: Billing to be invoiced Monthly on the 1st of the month starting the 1st of March 2026.
The City reserves the right to amend the contract scope of work at any time during the contract period. This includes increasing the scope of work, changing cleaning schedules, or conversely reducing the scope of work depending on conditions and/or recommendations from Federal, State or County Public Health officials.
111
EXHIBIT C
ANTI-LOBBYING CERTIFICATION
Consultant shall submit to City this certification prior to or at the time of the execution of this Agreement.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty not less than $10,000 and no more than $100,000 for such failure.
The undersigned certifies, to the best of his or her knowledge or belief, that:
1. No federal appropriated funds have been paid or will be paid, by or on behalf of it, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement; and
2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, cooperative agreement, it will complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instruction.
Consultant:
By: Date:
Alfonso Juarez
112
EXHIBIT D
Janitorial Services Agreement Cleaning Schedule
Area to Clean SUN MON TUES WED THURS FRI SAT
Lobby & Front Entrance x x x x x x x
Admin Offices/Pool Offices, including break
areas.
x x x x x x x
Gymnasium x x x x x x x
Pool Party Room x x x x x x x
Community Room x x x x x x x
Fitness and Dance Studio x x x x x x x
1 st and 2nd Floor Restrooms x x x x x x x
Pool Locker Hallway, Locker Rooms, Family
Changing Rooms
x x x x x x x
Hallways, Staircases, and Elevator x x x x x x x
Event Room and Pre Function Room x x x x x x x
Event Deck x x x x x x x
Fitness Room x x x x x x x
Track x x x x x x x
Commercial Kitchen x x x x x x x
113
Quarterly Facility Deep Clean
Quarterly deep cleans are designed to supplement daily and weekly cleaning addressing high detailed, less frequent tasks that maintain cleanliness, safety, and longevity of the facility.
Lobby & Front Entrance
Deep clean flooring, clean glass doors/frames, polish hardware, wipe walls/baseboards, high dust fixtures/vents.
Administration Offices/ Pool Offices
Shampoo carpet or scrub floors, wipe/disinfect walls, clean chairs/upholstery, dust all surfaces including blinds and HVAC vents
Break Areas
Sanitize tables/chairs, de-grease appliances, clean walls/cabinetry, deep clean flooring.
Conference Room
Deep clean tables/chairs, walls, AV equipment, and flooring.
Gymnasium
Dust/clean wall pads, hoops, scoreboards, scrub/refinish floor, clean bleachers, clean beneath bleachers high dust beams/vents.
Pool Party Room
Deep clean flooring, sanitize tables/chairs, clean walls, high dust fixtures.
Dance & Fitness Studio
Clean mirrors, scrub flooring, wipe barres and equipment, high dust fixtures/vents.
Event Space
Scrub flooring, clean walls, dust chandeliers/vents, sanitize warming kitchen.
First & Second Floor Bathrooms, Pool Locker Room, Family Changing Rooms Descale fixtures, scrub tile/grout, clean partitions/doors, polish stainless steel, pressure wash showers, remove mildew, sanitize lockers/benches.
Hallways
114
Machine scrub/extract flooring, wipe walls/baseboards, high dust fixtures.
Staircases
Clean stair treads/railings, scrub landings, high dust fixtures/corners.
Elevator
Polish walls/doors/floor, clean buttons/panels, wipe tracks, high dust shaft lighting.
Indoor Track
Sweep/scrub track, clean railings/glass, high dust lighting/beams, wipe walls/scuffs.
Facility-Wide
Clean HVAC vents/returns, wash windows, deep clean walls/doors/baseboards, log maintenance issues.
115
116
EXHIBIT E
South Lake Tahoe Recreation and Aquatics Center
1100 Rufus Allen Blvd
South Lake Tahoe, CA 96150
First Floor
Dance and Fittness studio = Dance (116)
Arts and Crafts = Community Room (115)
Party = Pool Party Room (104)
Guards = Life Guard Offices (151 A-D)
MTG RM = Conference Room (131)
OFF = Administration (130, 132-139)
117
Second Floor
MP Event = Lakeside Room (206)
Fitness= Fitness Center (212)
Warming = Warming Kitchen (205)
118
EXHIBIT F
Janitorial Equipment List Supplied by City of South Lake Tahoe Quantity Item Condition
2 Mops & Mop Buckets Good
2 Small Brooms and Dust
Pans
Good
2 Commercial Upright
Vacuum Clean
Good
1 Backpack Vacuum New
1 Kivac 1750 New
2 Push Dust Broom Good
1 Auto scrubber New
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EXHIBIT G
DISPLACED JANITOR OPPORTUNITY ACT
California Labor Code
Division 2 Employment Regulation and Supervision Part 3 Privileges and Immunities Chapter 4.5 Displaced Janitor Opportunity Act
Sections 1060-1065
1060. The following definitions shall apply throughout this chapter:
(a) "Awarding authority" means any person that awards or otherwise enters into contracts for janitorial or building maintenance services performed within the State of California, including any subcontracts for janitorial or building maintenance services. (b) "Contractor" means any person that employs 25 or more individuals and that enters into a service contract with the awarding authority.
(c) "Employee" means any person employed as a service employee of a contractor or subcontractor who works at least 15 hours per week and whose primary place of employment is in the State of California under a contract to provide janitorial or building maintenance services. "Employee" does not include a person who is a managerial, supervisory, or confidential employee, including those employees who would be so defined under the federal Fair Labor Standards Act. (d) "Person" means any individual, proprietorship, partnership, joint venture, corporation, limited liability company, trust, association, or other entity that may employ individuals or enter into contracts.
(e) "Service contract" means any contract that has the principal purpose of providing services through the use of service employees.
(f) "Subcontractor" means any person who is not an employee who enters into a contract with a contractor to assist the contractor in performing a service contract. (g)"Successor service contract" means a service contract for the performance of essentially the same services as were previously performed pursuant to a different service contract at the same facility that termination of a predecessor service contract shall be considered a "successor service contract" if its execution was delayed for the purpose of avoiding application of this chapter. 1061. (a) (1) If an awarding authority notifies a contractor that the service contract between the awarding authority and the contractor has been terminated or will be terminated, the awarding authority shall indicate in that notification whether a successor service contract has been or will be awarded in its place and, if so, shall identify the name and address of the successor contractor. The terminated contractor shall, within three working days after receiving that notification, provide to the successor contractor identified by the awarding authority, the name, date of hire, and job 120
classification of each employee employed at the site or sites covered by the terminated service contract at the time of the contract termination.
(2) If the terminated contractor has not learned the identity of the successor contractor, if any, the terminated contractor shall provide that information to the awarding authority, which shall be responsible for providing that information to the successor contractor as soon as that contractor has been selected.
(3) The requirements of this section shall be equally applicable to all subcontractors of a terminated contractor.
(b) (1) A successor contractor or successor subcontractor shall retain, for a 60-day transition employment period, employees who have been employed by the terminated contractor or its subcontractors, if any, for the preceding four months or longer at the site or sites covered by the successor service contract unless the successor contractor or successor subcontractor has reasonable and substantiated cause not to hire a particular employee based on that employee's performance or conduct while working under the terminated contract. This requirement shall be stated by awarding authorities in all initial bid packages that are governed by this chapter. (2) The successor contractor or successor subcontractor shall make a written offer of employment to each employee, as required by this section, in the employee's primary language or another language in which the employee is literate. That offer shall state the time within which the employee must accept that offer, but in no case may that time be less than 10 days. Nothing in this section requires the successor contractor or successor subcontractor to pay the same wages or offer the same benefits as were provided by the prior contractor or prior subcontractor. (3) If at any time the successor contractor or successor subcontractor determines that fewer employees are needed to perform services under the successor service contract or successor subcontract than were required by the terminated contractor under the terminated contract or terminated subcontract, the successor contractor or successor subcontractor shall retain employees by seniority within the job classification.
(c) The successor contractor or successor subcontractor, upon commencing service under the successor service contract, shall provide a list of its employees and a list of employees of its subcontractors providing services at the site or sites covered under that contract to the awarding authority. These lists shall indicate which of these employees were employed at the site or sites by the terminated contractor or terminated subcontractor. The successor contractor or successor subcontractor shall also provide a list of any of the terminated contractor's employees who were not retained either by the successor contractor or successor subcontractor, stating the reason these employees were not retained.
(d) During the 60-day transition employment period, the successor contractor or successor subcontractor shall maintain a preferential hiring list of eligible covered employees not retained by the successor contractor or successor subcontractor from which the successor contractor or 121
successor subcontractor shall hire additional employees until such time as all of the terminated contractor's or terminated subcontractor's employees have been offered employment with the successor contractor or successor subcontractor.
(e) During the initial 60-day transition employment period, the successor contractor or successor subcontractor shall not discharge without cause an employee retained pursuant to this chapter.
Cause shall be based only on the performance or conduct of the particular employee. (f) At the end of the 60-day transition employment period, a successor contractor or successor subcontractor shall provide a written performance evaluation to each employee retained pursuant to this chapter. If the employee's performance during that 60-day period is satisfactory, the successor contractor or successor subcontractor shall offer the employee continued employment. Any employment after the 60-day transition employment period shall be at-will employment under which the employee may be terminated without cause. 1062. (a) An employee, who was not offered employment or who has been discharged in violation of this chapter by a successor contractor or successor subcontractor, or an agent of the employee may bring an action against a successor contractor or successor subcontractor in any superior court of the State of California having jurisdiction over the successor contractor or successor subcontractor. Upon finding a violation of this chapter, the court shall award backpay, including the value of benefits, for each day during which the violation has occurred and continues to occur.
The amount of backpay shall be calculated as the greater of either of the following:
(1) The average regular rate of pay received by the employee during the last three years of the employee's employment in the same occupation classification multiplied by the average hours worked during the last three years of the employee's employment. (2) The final regular rate of pay received by the employee at the time of termination of the predecessor contract multiplied by the number of hours usually worked by the employee. (b) The court may order a preliminary or permanent injunction to stop the continued violation of this chapter.
(c) If the employee is the prevailing party in the legal action, the court shall award the employee reasonable attorney's fees and costs as part of the costs recoverable. (d) In the absence of a claim by an employee that he or she was terminated in violation of this chapter, an employee may not maintain a cause of action under this chapter solely for the failure of an employer to provide a written performance evaluation. 1063. (a) This chapter only applies to contracts entered into on or after January 1, 2002. 122
(b) Except for the obligations specified in subdivisions (a) and (b) of Section 1061, nothing in this chapter changes or increases the relationship or duties of a property owner or an awarding authority, or their agents, with respect to contractors, subcontractors, or their employees. (c) Nothing in this chapter limits the right of a property owner or an awarding authority to terminate a service contract or to replace a contractor with another contractor or with the property owner's or awarding authority's own employees.
1064. Nothing in this chapter shall prohibit a local government agency from enacting ordinances relating to displaced janitors that impose greater standards than, or establish additional enforcement provisions to, those prescribed by this chapter. 1065. If any provision or provisions of this chapter or any application thereof is held invalid, that invalidity shall not affect any other provisions or applications of this chapter that can be given effect notwithstanding that invalidity.
123
EXHIBIT H
JANITORIAL SERVICES BOND REQUIREMENTS
THE CONTRACTOR'S ATTENTION IS DIRECTED TO THE BONDING
REQUIREMENTS BELOW. IT IS HIGHLY RECOMMENDED THAT THE
CONTRACTOR CONFER WITH THEIR RESPECTIVE INSURANCE AGENT OR
BROKER TO DETERMINE, IN ADVANCE OF BID SUBMISSION, THE AVAILABILITY OF THE BONDS AS PRESCRIBED AND PROVIDED FOR HEREIN. IF AN APPARENT
LOW CONTRACTOR FAILS TO COMPLY STRICTLY WITH THE BONDING
REQUIREMENTS, THAT CONTRACTOR MAY BE DISQUALIFIED FROM AWARD OF THE CONTRACT.
A. JANITORIAL FIDELITY BOND: Before execution of any Contract entered into by the City, the Contractor shall file with the City, a Janitorial Fidelity Bond. The Contractor shall obtain Fidelity Bonding for all employees performing work under this contract against theft of personal property. Include a copy of bond endorsement affecting such coverage or provide a letter from surety stating that your firm is bondable for the limit required (minimum of $5,000 per occurrence) if awarded the contract. Said bond must be furnished to the City within ten (10) days after notification of award. Such bond shall either name the City as the insured oblige or include an endorsement naming the City as an additional oblige and providing for customary property coverage in favor of the City. If the Contractor does business as an individual, such Blanket Fidelity Bond shall cover himself or herself also as an individual as a protection to the City.
B. UNSATISFACTORY SURETIES: Should any Surety at any time be deemed unsatisfactory by the City notice will be given the Contractor to that effect. No further payments shall be deemed due or will be made under the Contract until a new Surety shall qualify and be accepted by the City.
C. EFFECT OF CHANGES IN THE WORK/EXTENSIONS OF TIME ON THE SURETY:
Changes in the work, or extensions of time, made pursuant to the Contract, shall in no way release the Contractor or the Surety from their obligations under the bond. Notice of such changes or extensions shall be waived by the Surety.
D. INSUFFICIENCY OF THE BONDS: Should any bond(s) required under this section become insufficient, the Contractor shall renew the bond(s) within ten (10) calendar days after receiving notice from the City of the bond's insufficiency.
E. PROCUREMENT OF BONDS:
1. All bonds required under this section, shall be procured from a California licensed and admitted surety company, listed by the Fiscal Service of The United 124
States Department of the Treasury under the Notice for "Companies Holding Certificates of Authority as Acceptable Sureties on Federal Bonds and as Acceptable Reinsuring Companies", current on the date of the notice of award.
2. All bonds required pursuant to this section shall be secured from a surety company satisfactory to the City.
F. ATTORNEY-IN-FACT: The Attorney-in-Fact (Resident Agent) who executes the bonds on behalf of the Surety Company shall attach a notarized copy of their power-of-attorney as evidence of their authority to bond the Surety Company on the date of execution of the bonds.
G.HOW BONDS ARE TO BE PAYABLE: All bonds shall be made payable to the City of South Lake Tahoe.
H. SIGNATURES REQUIRED ON BONDS:
1. Each bond required under this section shall incorporate, by reference, the Contract and be signed by both the bidder and the Surety.
2. The signature of the authorized agent of the Surety and the Contractor shall be notarized.
I. COST OF BOND ACQUISITION:
1. The bidder shall be responsible for the cost of all bond premiums, costs, and incidentals necessary to secure the bonds.
2. The costs to secure all bonds required under this section shall be included in the Contractor's bid.
125
EXHIBIT I
COPY OF INSURANCE
ACORD@ CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 07/07/2025
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT
CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER
Leavitt United Insurance Services, Inc.
1662 US Highway 395 N. ste 101
Lic # 1028838
Minden
NV 89423
CO TA Liz Escarsega
NAME:
PHONE (775) 782-5489
AIC No Ext •
(775) 782-3630
NC No :
E L
[email protected]
ADDRESS:
INSURER(S) AFFORDING COVERAGE NAIC #
INSURERA: Insurance Company of the West 27847
INSURED
Building Services of California and Nevada,
LLC
DBA: Sunwest
PO Box 9027 4100 Lake Tahoe Blvd
South Lake Tahoe
CA 96150
INSURER B :
INSURER C .
INSURER D .
INSURER E :
INSURER F :
COVERAGES CERTIFICATE NUMBER:25-26 WC only REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED
ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER
DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE
AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
I-TR TYPE OF INSURANCE INSD POLICY NUMBER MM/D MM/DD LIMITS
COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE
CLAIMS-MADE OCCUR PREMISES Ea occurrence
MED EXP (Any one person
PERSONAL & ADV INJURY
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE
126
CLAIMS-MADE
DED
RETENTION $
WORKERS
COMPENSATION
PER
STATUTE
AND EMPLOYERS'
LIABILITY
ANY
OFFICER]MEMBER PROPRIETOR/PARTNER/EXECUTIVEEXCLUDED?WSA506133204 07/01/2025 07/01/2026 E.L. EACH ACCIDENT (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE
If yes, describe under
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127
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: January 27, 2026
Agenda Item #:6
Agenda Item: Rockwood to Blackwood Drainage Improvements Project - Ratification of Contract Change Orders No. 1-13 to FW Carson Co.
Executive Summary: The Upper Bijou Park Creek Watershed Restoration Project includes nine subprojects that will restore SEZ and floodplain areas, provide drainage solutions to support future active transportation improvements, and include distributed natural treatment systems to reduce sediment and nutrient loads in urban runoff that have the potential to impact Lake Tahoe. During the 2025 construction season, one of the subprojects, the Rockwood to Blackwood Drainage Improvements Project, was constructed. On November 5, 2024, the Rockwood to Blackwood Drainage Improvements Project contract was awarded to FW Carson Co. for $ 1,750,421.00 and a 10% construction contingency was approved (Resolution 2024-120). During the construction of the project, extra work and materials were required to address various site conditions that were not foreseen during the preparation of the plans and bid documents. Thirteen total Contract Change Orders (CCOs) were approved during construction, which includes a final balancing change order accounting for decreases to the bid item quantities. Of the authorized 10% contingency ($175,042.10), $120,958 was utilized for a total of 6.9% of the total contract.
Requested Action / Suggested Motions: Pass a Motion ratifying Change Orders No. 1-13, for an additional $120,958, to FW Carson Co.'s contract for the Rockwood to Blackwood Drainage Improvements Project, for a final not to exceed amount of $1,871,379. The change orders added labor and materials for unforeseen field conditions, adjusted estimated quantities, and extended the time of the contract.
Responsible Staff Member: Brianna Greenlaw, Senior Civil Engineer Reviewed and Approved By: Mohammad Qureshi, Director of Public Works Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01-Staff Report-CCO Ratification.docx
02-Project Location Map.pdf
03-CCO 1-13.pdf
128
Council Agenda Report January 27, 2026 Page 1 of 3
City of South Lake Tahoe
Report to City Council
Meeting Date: January 27, 2026
Title: Rockwood to Blackwood Drainage Improvements Project – Ratification of Contract Change Orders No. 1-13 to FW Carson Co. ($120,958) Location: Rockwood Drive, Blackwood Road, and Heavenly Valley Estates Mobile Home Park (Refer to Attachment 02 for Project Location Map.)
Responsible Staff Member: Brianna Greenlaw, Senior Civil Engineer Background: The Upper Bijou Park Creek Watershed Restoration Project is a watershedscale project seeking to address water quality and flooding issues in a phased approach to provide treatment for urban runoff from roadways, commercial and residential areas in an approximately 850-acre watershed that discharges to Lake Tahoe via the Ski Run Marina. The City is currently focused on the large upper watershed area subject to historic flooding, development impacts in stream environment zones (SEZ), and water quality issues. The upper watershed project includes plans to restore SEZ and floodplain areas, provide drainage solutions to support future active transportation improvements, and include distributed natural treatment systems to reduce sediment and nutrient loads in urban runoff that have the potential to impact Lake Tahoe. During the 2025 construction season, the Rockwood to Blackwood Drainage Improvements Project, a subproject developed as part of the Upper Bijou Park Creek Watershed Restoration Project, was constructed.
Issue and Discussion: On November 5, 2024, the Rockwood to Blackwood Drainage Improvements Project (Project) contract was awarded to FW Carson Co. for $ 1,750,421.00 (Base Bid $1,726,869.00 + Bid Alternate 1 $23,552.00) and a 10% Construction Contingency ($175,042.10) was approved (Resolution 2024-120).
During the construction of the project, extra work and materials were required to address various site conditions that were not foreseen during the preparation of the Project plans, specifications, and estimate (PS&E) bid documents. This included additional procurement of an electrical vault, additional tree removal, storm drain manhole additions, additional concrete slurry for backfill, and adjustments in quantities for bid items included in the bid based on field conditions. Some Project quantities were less than the amount estimated in the awarded contract to FW Carson Co. and some were more. To ensure the best overall construction of the Project, staff directed the Contractor to perform extra work through contract change orders (CCOs). Thirteen total CCOs were approved during Project construction, which includes a final balancing change order accounting for decreases to the bid item quantities. The bid quantities and change order execution were closely monitored during Project construction to ensure the authorized 10% contingency was not exceeded. Table 1 includes a summary of the contract change orders. 129
Council Agenda Report January 27, 2026 Page 2 of 3
Table 1 – Contract Change Orders (CCOs)
CCO
No.
CCO Description Reason for CCO CCO
Amount
1 Liberty Utilities 504
Vault – Material
Procurement
Vault needed during the lowering conflicting
electrical utilities (material purchase only)
$11,192
2 Liberty Utilities and
Southwest Gas
Quantity Adjustments
Error in quantities included in the bid. CCO
rectified.
$65,896
3 Liberty Utilities 504
Vault Installation
Vault needed during the lowering conflicting
electrical utilities (labor and equipment only)
$15,655
4 Water Laterals Field conditions varied from quantities included in bid. CCO rectified.
$5,091
5 Sewer Lateral Conflict Two unexpected sewer laterals found in mobile home park easement that conflicted with
proposed storm drain. Field directives given
resulted in final CCO to resolve.
$35,057
6 Tree Removal Excavation for storm water vault too close to an existing tree that forester deemed removal was
necessary.
$6,844
7 Manhole Addition Two additional manholes were determined to be needed to fit field conditions.
$26,000
8 Additional Concrete
Slurry
During construction, additional concrete slurry
was needed to meet project specifications.
CCO ratified quantity overage.
$11,010
9 Contract Time
Extension
CCOs no. 2, 3, and 6 allowed for additional
contract days. CCO added days to final
completion date.
$0
10 Contract Time
Extension
One week of additional contract time was given
to align with granted Lahontan variance and
TRPA grading season exception.
$0
11 Additional Paving Final paving quantity differed from that included in bid. CCO rectified.
$37,500
12 Revegetation Type A
and Type D
Revegetation areas needed differed from those
included in bid. CCO rectified.
$7,566
13 Contract Balance
Deleted Work
Quantities included in the bid for items no. 8,
10, 13, 20, 23, 39, 45, and 47 were estimated
to be higher than needed. CCO rectified to
remove from the contract.
-$100,853
$120,958
Of the authorized 10% contingency ($175,042.10), $120,958 was utilized for a total of 6.9% of the total contract. The total paid to FW Carson Co. will be $1,871,379.
Financial Implications: On June 15, 2021, the City Council approved Resolution 2021-046, which authorized staff to apply for Lake Tahoe Restoration Reauthorization Act funding from the U.S. Forest Service, accepted the grant funds, and appropriated the $750,000 in grant revenue.
On June 7, 2022, the City Council approved Resolution 2022-066, which authorized a grant amendment for the project to increase the funding from the US Forest Services by an additional 130
Council Agenda Report January 27, 2026 Page 3 of 3
$1,000,000 with 12% ($120,000) of City Matching funds. The grant funding was divided between design ($538,184.09) and construction ($1,211,815.91).
Because the South Tahoe Public Utility District (District) owns and maintains sanitary sewer and potable water utility facilities within the project’s limits that required relocation and/or modifications to accommodate the City’s project’s improvements, the District agreed to pay the City for the approved work outlined in a reimbursement agreement that was approved by the District’s Board at their May 1, 2025 Board meeting and by City Council on August 12, 2025 (Resolution 2025- 060). While the reimbursement agreement was for $59,728.75, it was an estimate with built-in contingency and final project construction resulted in a total of $14,862 to be reimbursed to the City.
Public Works requested the release of $189,374 of SEZ Mitigation Funds, $82,551 of Water Quality Mitigation Funds and $128,075 of Water Quality Interest Mitigation Funds for a total of $400,000 from TRPA. The TRPA Governing Board approved the mitigation fund release on August 28, 2024, and on September 10, 2024, City Council approved the allocation to the Upper Bijou Park Creek Watershed Restoration Project (Resolution 2024-095).
To maximize the utilization of available funding and to meet the timing requirements for American Rescue Plan Act (ARPA) funding obligation and spending, $482,655 in ARPA funding was allocated to the Upper Bijou Park Creek Watershed Restoration Project (Resolution 2024-064).
The remaining $173,545 in ARPA funding the City Council previously allocated to the Dennis Machida Memorial Trail Project (Resolution 2022-004 and 2022-065) was transferred to the Upper Bijou Park Creek Watershed Restoration Project on November 5, 2024 (Resolution 2024-0120).
This funding was utilized first for the agreement with FW Carson, to ensure timely obligation and expenditure. Grant funds from the U.S. Forest Service were expended next, leaving TRPA mitigation funds to be spent last since they are the most flexible and able to be reallocated if unused.
Remaining funds in the account have been and are being used for ancillary project expenses such as required regulatory permits, pre-construction wildlife surveys, labor code compliance, survey monument preservation, material testing, etc. After all associated project expenses have been paid, remaining funding will be available for other projects. It is anticipated that leftover funds in the account will be needed for construction expenses for the upcoming Tamarack culvert and Needle Peak Localized Treatment subprojects part of the overall Upper Bijou Park Creek Watershed Improvement Project. Staff will return to the TRPA Governing Board and City Council to authorize reallocation of any remaining TRPA mitigation funds as necessary.
Environmental Considerations: The Planning Commission adopted the CEQA Initial Study/Mitigated Negative Declaration for the project on November 19, 2020 (SCH # 202090564).
Addendum No. 1, documenting minor changes for staging and access, and other minor adjustments to the footprint of the channel improvements and drainage designs, was adopted by the Planning Commission on May 16, 2024.
Policy Implications: Completing project improvements assisted with advancing the City Council Strategic Priority, Protect the Natural Environment, by installing stormwater and water quality infrastructure that helps meet the sediment and nutrient reductions mandated by the Lake Tahoe Total Maximum Daily Load (TMDL) program. Fulfilling mandated TMDL reduction goals will assist with maximizing residential housing allocations under TRPA Code section 50.5.2.E.2 (Distribution and Administration of Residential Allocations – TMDL Implementation). 131
Rockwood to Blackwood Drainage Improvements
Project Location Map
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City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: January 27, 2026
Agenda Item #:7
Agenda Item: Annual Accountability Report for Bijou Area Erosion Control Project Community Facilities District (CFD2014-1) for Fiscal Year 2025-26
Executive Summary: The Bijou Area Erosion Control Project is a major water quality treatment and erosion control project completed in 2014. Project improvements include an area-wide stormwater collection, conveyance, and treatment system. On July 15, 2014, the City Council adopted Resolution No 2014-42, forming the Community Facilities (CFD) District No. 2014-1 for the Bijou Area Erosion Control Project (ECP) and authorized the levy of a special tax within the CFD for the maintenance of the Bijou Area ECP. California Government Code Section 50075.3 (Senate Bill 165) requires local agencies levying special taxes to provide an annual status report to the governing body (City Council). This report provides the required information.
Requested Action / Suggested Motions: Receive and File.
Responsible Staff Member: Cameron Grant, Engineering Technician Reviewed and Approved By: Mohammad Qureshi, Director of Public Works Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01-Staff Report - Bijou CFD Annual Report.docx
02-Vicinity Map
03-Annual Report
239
City Council Report January 27, 2026 Page 1 of 3
City of South Lake Tahoe
Report to City Council
Meeting Date: January 27, 2026
Title: Annual Accountability Report for Bijou Area Erosion Control Project Community Facilities District (CFD2014-1) for Fiscal Year 2025-26
Location: Bijou Commercial Core Area near Fairway Ave and Lake Tahoe Blvd.
Responsible Staff Member: Cameron Grant, Engineering Technician Background: The Bijou Area Erosion Control Project is a major water quality treatment and erosion control project completed in 2014 (see Project Location Map). Project improvements include an areawide stormwater collection, conveyance, and treatment system. Because the Bijou Area Project is in close proximity to Lake Tahoe and located within an intensely developed commercial area of the City, providing needed stormwater treatment before discharge into Lake Tahoe was problematic.
Stormwater treatment in the Project area requires a much more proactive method than is normally required with most stormwater and erosion control projects. The stormwater treatment facilities provided with the Project include an extensive series of subsurface settlement chambers to allow sediment to drop out of the stormwater on its journey to a stormwater lift station. After entering the lift station, the stormwater is pumped upstream to stormwater basins located on property owned by the U.S. Forest Service. The basins provide detention time to allow fine sediment to drop out. Stormwater infiltrates into the ground within the interconnected multi-basin facility.
The pro-active stormwater treatment system eliminates a historic direct discharge of urban stormwater into Lake Tahoe. The Bijou area-wide treatment system provides the means for commercial properties to receive TRPA BMP certification. As a part of the Bijou Area Erosion Control Project, the Community Facilities District was developed to provide a source of operations and maintenance funding to cover annual costs, replacement costs of the lift station pump, and related infrastructure replacement costs.
On July 15, 2014, the City Council adopted Resolution No 2014-42, forming the Community Facilities (CFD) District No. 2014-1 for the Bijou Area Erosion Control Project (ECP) and authorized the levy of a special tax within the CFD for the maintenance of the Bijou Area ECP. The ongoing and long-term costs to operate and maintain the Bijou storm water pump-and-treat system are partially offset by fees collected from the Bijou Area CFD. California Government Code Section 50075.3 (Senate Bill 165) requires local agencies levying a special tax to provide an annual status report to the governing body (City Council).
This report provides the required information.
Issue and Discussion: The attached annual report delivered by the CFD administrator NBS indicates that revenue, expenses and CFD funding balance for the Fiscal Year 2025/26 were the following:
240
City Council Report January 27, 2026 Page 2 of 3
CFD tax & interest revenue: $27,030.47
Amount Expended: $28,749.65
CFD Fund Balance (as of 9/30/24): $167,157.18
CFD Fund Balance (as of 9/30/25): $165,438.00
Special taxes are levied at a rate per impervious square foot of each participating parcel. The initial rate under the agreement was established at $0.10 per square foot and is subject to an increase annually based on the lesser of 3% or the April Consumer Price Index (CPI) change. Previously approved annual rate increases, and the proposed rate increase to the CFD levy are summarized as follows:
Table 1 – Annual Change in Tax Rate
Fiscal Year CPI Percent
Increase
Special Tax Rate
($/square foot)
2014-15 (CFD Formed) NA 0.10
2015-16 + 2.44 2.44 0.10244
2016-17 +2.70 2.70 0.10521
2017-18 +3.79 3.0 0.10835
2018-19 +3.22 3.0 0.11160
2019-20 +4.01 3.0 0.11495
2020-21 +1.11 1.11 0.11623
2021-22 +3.81 3.0 0.11971
2022-23 +8.3 3.0 0.12331
2023-24 +4.19 3.0 0.12701
2024-25 +3.77 3.0 0.13082
2025-26 +1.27 1.27 0.13248
Because public roads contribute half of the runoff and pollutant loading to the Bijou ECP, which is considered a public benefit, the City of South Lake Tahoe is responsible for up to half of the annualized funding for ongoing operations and maintenance (estimated at $112,403 per year over the next 20 years).
Anticipated costs to overhaul and eventually replace major electrical and mechanical components of the pump system were factored into the average annual cost. Through the lifecycle of the project, annual costs are expected to be lower than the budgeted annualized maintenance cost because major replacement costs will be realized as the system ages.
Currently, only 10 out of 43 property owners eligible to participate in the CFD are participating in TRPA defined, “Area Wide BMPs.” Staff is working with TRPA to attract the maximum number of participants within the CFD to choose the levied assessment in lieu of constructing on-site BMPs. The assessment fees are calculated based on the impervious square footage for each property. Up to five times the current revenue could be collected annually if all 43 eligible properties located within the CFD participated.
Financial Implications: The recent annual 3% increase on July 1, 2025, in special tax levy rates for the CFD participants, was implemented to keep pace with average inflation while maintaining a set cap on the tax increase. During this reporting period, the CPI was belowthe 3% cap. Therefore, a 1.27% increase will be applied on July 1, 2026, to the CFD tax rate as documented in Table 1. 241
City Council Report January 27, 2026 Page 3 of 3
Environmental Considerations: CEQA does not apply. Approval of staff’s recommendation is not a “project” subject to CEQA because it (a) has no potential to cause a significant effect on the environment and (b) concerns government fiscal activities that do not involve any commitment to any specific project that may result in a potentially significant physical impact on the environment. (Cal. Code Regs., tit. 14, §§ 15061(b)(3) and 15378(b)(4).)
Policy Implications: The special tax revenue is reserved for the operation and maintenance of the Bijou Area storm water pump and treat system. All expenses are consistent with policies and procedures regulating the Bijou Area CFD as approved and adopted by City Council in 2014. 242
BIJOU AREA EROSION CONTROL PROJECT
EXHIBIT A
N.T.S
SITE VICINITY MAP
N.T.S
VICINITY MAP
N.T.S
SITE LOCATION MAP
H:\Autocad files\PWC 2005-04\dwg\RFP\Bijou Area ECP Map.dwg, 1/29/2007 10:13:20 AM, ScanSoft PDF Create! 243
MAP ID APN MAPID APN
1 027--020-09-100 3 027-090-11-100
2 027--020-10-100 4 027--090-20-100
LJ
0 CJ
MAP OF PROPOSED BOUNDARIES OF
CITY OF SOUTH LAKE TAHOE
COMMUNITY FACILITIES DISTRICT NO. 2014-1
(BIJOU AREA ECP)
CITY OF SOUTH LAKE TAHOE
COUNTY OF EL DORADO
STATE OF CALIFORNIA
Shfft1 of1
0-1 FILED LAKE TAHOE THIS 2014. IN THE OFFICE OF THE CITY CLERK OF THE CITY OF SOUTH @9 J.::;J r# CITY CLERK OE rriBfB Q . DAY OF ITY OF SOUTH LAKE TAH IA ITY OF SOUTH LAKE DORADO COUNTY, CALIFORN OW1NG THE PROPOSED EL DORADO, STATE OF CAL O ON THE ___ DAY OF__ · \h-n-0 f'l'A V;J
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FILED THIS __ DAY OF __ , 2014, AT THE HOUR OF __ O'CLOCK_M, IN BOOK __ OF MAPS OF
ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS AT PAGE IN THE OFFICE OF THE COUNTY RECORDER OF THE COUNTY OF EL DORADO, STATE OF CALIFORNIA.
COUNTY RECORDER
COUNTY OF EL DORADO, CALIFORNIA
FOR PARTICULARS OF THE UNESAND DIMENSIONS OF ASSESSOR PARCELS, REFERENCE IS MADE TO THE MAPS OF THE ASSESSOR, COUNTY OF EL DORADO, STATE OF CALIFORNIA.
Legend
ii!
•
Legend
MAPID
5 6
APN
027-090-22-100 027-101--02-100
MAP ID APN
7 027-101-04-100
8 027-101-17-100
MAPID
9 10
APN
027-370-04-100 027-371--09-100
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244
8 MAPID APN
027-02().15-100 027-02().17·100 027-090--06-100 027-090-09-100 027-090-16-100 027-090-17-100 MAPID
7 8
9 10
11 12
APN MAPID APN
027-09().23-100 13 027-101-24-100
027-09().25-100 14 027-101-27-100 027-101-03-100 15 027-101-28-100 027-101-05-100 16 027·35Q.01-100 027-101-14-100 17 027-35Q.06-100
027-101-22-100 18 027-35().15-1 00
MAP OF FUTURE ANNEXATION AREA OF
CITY OF SOUTH LAKE TAHOE
COMMUNITY FACILITIES DISTRICT NO. 2014-1
(BIJOU AREA ECP)
MAP ID APN
19 027-350-16-100
20 027-350-2().100
21 027-350-23-100
22 027-350-24-100
23 027-370-02-100 24 027-371-02-100
CITY OF SOUTH LAKE TAHOE
COUNTY OF EL DORADO
STATE OF CALIFORNIA
MAPID APN
25 027-371-03-100 26 027-371-1().100 27 027-371-11-100
28 027-371-12-100
29 027-371-13-100
30 027-371-14-100
MAP ID APN
31 027-371-15-100
32 027-431-31-100 33 027-621-02-100
ShHt1of1
FlLED IN THE OFFICE OF THE CITY CLERK OF THE CITY OF SOUTH LAKE TAHOE THIS __ DAY 2014.
CITY CLERK CITY OF SOUTH LAKE TAHOE
El DORADO COUNTY, CALIFORNIA
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING THE PROPOSED BOUNDARIES OF THE FUTURE ANNEXATION AREA OF THE CITY OF SOUTH LAKE TAHOE COMMUNITY FAC1LIT1ES DISTRICT NO. 2014-1 (BIJOU AREA ECP), CITY OF SOUTH LAKE TAHOE, COUNTY OF EL DORADO, STATE OF CALIFORNIA, WAS APPROVED BY THE CITY COUNCIL OF THE CITY OF SOUTH LAKE TAHOE, AT A MEETING THEREOF, HELD ON THE DAY 2014, BY 1TS RESOLUTION NO. -
CITY CLERK
CITY OF SOUTH LAKE TAHOE
EL DORADO COUNTY, CALIFORNIA
FILED THIS __ DAY OF __ , 2014, AT THE HOUR OF __ O'CLOCK _M, IN BOOK __ OF MAPS OF
ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS AT PAGE IN THE OFFICE OF THE COUNTY RECORDER OF THE COUNTY OF El DORADO, STATE OF CALIFORNIA.
COUNTY RECORDER COUNTY OF El DORADO, CALIFORNIA
FOR PARTICULARS OF THE LINES AND DIMENSIONS OF ASSESSOR PARCELS, REFERENCE IS MADE TO THE MAPS OF THE ASSESSOR, COUNTY OF El DORADO, STATE OF CALIFORNIA.
0.015 0.03 0.06 0.09
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Legend
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Legend
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Prepared by
GNBS
245
Fiscal Year 2025/26 Annual Report for:
COMMUNITY FACILITIES DISTRICT NO. 2014-1
(BIJOU AREA ECP)
January 2026
246
TABLE OF CONTENTS
District Summary ...................................................................................................................1
1. SB 165: Local Agency Special Tax and Bond Accountability Act ........................................2
2. Special Tax Analysis........................................................................................................3
2.1 Special Tax Rates.......................................................................................................3
2.2 Annual Special Tax Rate Increase..............................................................................3
2.3 Special Tax Rate Comparison ....................................................................................4
2.4 Delinquency Summary ..............................................................................................5 Appendix A. District Boundary ...............................................................................................A Appendix B. Rate and Method of Apportionment...................................................................B Appendix C. Delinquency Summary Report ............................................................................C Appendix D. Final Billing Detail Report.................................................................................. D 247
City of South Lake Tahoe
Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) 1
DISTRICT SUMMARY
Community Facilities District No. 2014-1 (Bijou Area ECP) (the “District”) was created to finance the costs of the construction and maintenance of the Bijou Area Erosion Control Project (the “Bijou Area ECP”) water quality treatment system. The levy of special taxes ( “Special Taxes” or the “Special Tax”) was approved by landowners in July 2014 with the first levy occurring in Fiscal Year 2014/15. Bonds were not issued to fund any costs associated with the District. The Special Tax will be levied as long as there are costs associated with maintenance of the treatment system.
The Tahoe Regional Planning Agency (the “TRPA”) issues a Best Management Practices (the “BMPs”) Certificate of Completion (the “Certificate”) to parcels that install and maintain a system to recover, trap, treat and filter stormwater runoff. The Certificate remains active as long as the BMPs are maintained, and the system is functioning properly. The TRPA also issues BMP Certificates to any parcel in the District that is current in payment of the Special Tax.
There are currently 10 parcels within the District boundary. There are 33 additional parcels within the Future Annexation Area. These 33 parcels are within the Bijou commercial core area but have not been annexed into the District. Five of these future annexation parcels had existing BMPs prior to the formation of the District. Currently, the Special Tax is not levied on the 33 parcels within the Future Annexation Area.
Levy
The following table provides a summary of the Fiscal Year 2025/26 final levy amount.
Participation Class
Parcel
Count
FY 2025/26
Levy
Full Participation 9 $15,079.96
Partial Participation 1 317.54
Totals: 10 $15,397.50
Delinquencies
As of June 30, 2025, there are two delinquent parcels for Fiscal Year 2024/25, resulting in a delinquency rate of 5.43% for CFD 2014-1, which equaled $824.90 in outstanding delinquent installments. Please refer to Appendix C for detailed historical information. NBS will continue to monitor delinquencies and recommend the appropriate delinquency management actions to the City of South Lake Tahoe (the “City”) as needed.
NBS
Corina Chavez, Project Manager
Danielle Wood, Client Success Ambassador
248
City of South Lake Tahoe
Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) 2
1. SB 165: LOCAL AGENCY SPECIAL TAX AND BOND
ACCOUNTABILITY ACT
Senate Bill 165, filed with the Secretary of State on September 19, 2000, enacted the Local Agency Special Tax and Bond Accountability Act. This Act requires that any local special tax or local bond measure subject to voter approval contain a statement indicating the specific purposes of the special tax, require that the proceeds of the special tax be applied to those purposes, require the creation of an account into which the proceeds shall be deposited, and require an annual report containing specified information concerning the use of the proceeds. The Act only applies to any local special tax measure or local bond measure adopted on or after January 1, 2001 in accordance with Section 50075.1 or Section 53410 of the California Government Code.
Some of the requirements of the Act are handled at the formation of the Special Tax District and others are handled through annual reports. This Section of this report intends to comply with Section 50075.3 of the California Government Code that states:
“The chief fiscal officer of the issuing local agency shall file a report with its governing body no later than January 1, 2002, and at least once a year thereafter. The annual report shall contain all of the following:
(a) The amount of funds collected and expended.
(b) The status of any project required or authorized to be funded as identified in subdivision (a) of Section 50075.1.”
The requirements of the Act apply to the Operating Fund for the following District:
City of South Lake Tahoe
Community Facilities District No. 2014-1 Bijou Area ECP Formed July 15, 2014
Purpose of Special Tax
The District was created to finance the costs of the construction and maintenance of the Bijou Area Erosion Control Project water quality treatment system.
Services in the District remain ongoing.
Fiscal Year 2024/25 Collections & Expenditures
Fund Amount Collected (1) Expended Amount Service Status Operating Fund $27,030.47 $28,749.65 Ongoing
(1) Represents special tax collections and interest earnings through September 30, 2025. 249
City of South Lake Tahoe
Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) 3
2. SPECIAL TAX ANALYSIS
2.1 Special Tax Rates
The Fiscal Year 2025/26 applied rates and special tax levy are shown in the table below.
Participation Class
Parcel
Count
Impervious
Square
Footage
FY 2025/26
Maximum
Tax Rate
FY 2025/26
Applied
Tax Rate
Total FY 2025/26
Special Tax Levy (1)
Full 9 113,832 $0.13248 $0.13248 $15,079.96
Partial 1 2,397 0.13248 0.13248 317.54
Totals: 10 116,229 $15,397.50
(1) Slight variances may occur due to rounding.
2.2 Annual Special Tax Rate Increase
The maximum special tax for future years is authorized to automatically increase by the lesser of 3.00% or the April-to-April change in the Consumer Price Index for all Urban Consumers (“CPI”), for the San Francisco-Oakland-San Jose area. If for any reason the CPI percentage change is negative, the Escalation Factor will be zero and will not result in a decrease. The percent change in CPI from Fiscal Year 2024/25 to Fiscal Year 2025/26 was 1.27%.
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Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) 4
2.3 Special Tax Rate Comparison
The Fiscal Year 2025/26 maximum tax rates and applied tax rates compared to the prior year are shown below.
FY 2024/25 FY 2025/26 % Change in
Applied Tax
Rate (2)
Participation
Class
Impervious
Square Footage Rate Per
Maximum
Tax Rate (1)
Applied Tax
Rate
% of
Maximum
Maximum
Tax Rate (1)
Applied Tax
Rate
% of
Maximum
Full 113,832 Impervious
Sq. Ft. $0.13082 $0.13082 100.00% $0.13248 $0.13248 100.00% 1.27% Partial 2,397 Impervious
Sq. Ft. 0.13082 0.13082 100.00% 0.13248 0.13248 100.00% 1.27% (1) Maximum Tax Rate increases by the lesser of 3% or April CPI change as defined in section 2.2. (2) Represents the change between the current and prior year applied tax rates. 251
City of South Lake Tahoe
Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) 5
2.4 Delinquency Summary
The following table summarizes the Fiscal Year 2024/25 delinquency rate for the District. Please refer to Appendix C for the District’s historical delinquency rates.
Description Amount
Fiscal Year 2024/25 Amount Levied $15,204.44
Fiscal Year 2024/25 Amount Delinquent 824.90
Fiscal Year 2024/25 Delinquency Rate 5.43%
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Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) A APPENDIX A. DISTRICT BOUNDARY
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Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) B APPENDIX B. RATE AND METHOD OF APPORTIONMENT
The following pages show the Rate and Method of Apportionment of the Special Tax. 254
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CITY OF SOUTH LAKE TAHOE
COMMUNITY FACILITIES DISTRICT NO. 2014-1
(BIJOU AREA ECP)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
A Special Tax as hereinafter defined shall be levied on each Assessor's Parcel of Taxable Property within the City of South Lake Tahoe Community Facilities District No. 2014-1 (Bijou Area ECP) (“CFD No. 2014-1”) and collected each Fiscal Year commencing in Fiscal Year 2014-2015 in an amount determined by the City Council through the application of the Special Tax for Taxable Property as described below. All of the real property in CFD No. 2014-1, unless exempted by law or by the provisions hereof, shall be taxed for purposes of CFD No. 2014-1 to the extent and in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meaning:
“Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of California. “Administrative Expenses” means the actual or reasonably estimated costs directly related to the administration of CFD No. 2014-1 including, but not limited to, the following: the costs of computing the Special Tax and preparing the annual Special Tax collection schedules (whether by the City, the CFD Administrator, or both); the costs of collecting the Special Taxes (whether by the County, the City, or otherwise); the costs to the City, CFD No. 2014-1 or any designee thereof of complying with disclosure requirements; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; and the costs of the City, CFD No. 2014-1, or any designee thereof related to any appeal of the levy or application of the Special Tax. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2014-1 for any other administrative purposes, including, but not limited to, attorney’s fees. “Assessor’s Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel number.
“Assessor’s Parcel Map” means an official map of the County Assessor of the County designating parcels by an Assessor’s Parcel number.
“Bijou Area ECP” means the City’s Bijou Area Erosion Control Project. “BMP(s)” means Best Management Practices.
“BMP Certificate of Completion” means a certificate issued by the TRPA to a parcel that has installed and maintains BMPs, participates in CFD No. 2014-1, or some combination thereof. The certificate remains active as long as BMPs are maintained and functioning properly and/or the Assessor’s Parcel is current in payment of the required Special Tax required through full participation in CFD No. 2014-1. 255
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“BMP Certified Property” means an Assessor’s Parcel within the boundaries of CFD No. 2014-1 which has received a BMP Certificate of Completion for all impervious square footage on their Assessor’s Parcel at the time of formation of CFD No. 2014-1. “CFD Administrator” means an official of the City, or designee thereof, responsible for determining the Special Tax Requirement and providing for the levy and collection of the Special Taxes.
“CFD No. 2014-1” means the City of South Lake Tahoe Community Facilities District No. 2014-1 (Bijou Area ECP).
“City” means the City of South Lake Tahoe.
“Council” means the City Council of the City, acting as the legislative body of CFD No. 2014-1.
“County” means the County of El Dorado.
“CPI” means the annual percentage change in the Consumer Price Index for all Urban Consumers, for the San Francisco-Oakland-San Jose area determined from the April 1 of the current Fiscal Year as calculated from the April 1 of the prior Fiscal Year. “Escalation Factor” means the lesser of 3.0% or CPI. If for any reason the CPI percentage change is negative the Escalation Factor will be zero and will not result in a decrease.
“Exempt Property” means all Assessors’ Parcels that are exempt from the Special Tax pursuant to Section E.
“Fiscal Year” means the period starting July 1 and ending on the following June 30. “Full Participation Property” means an Assessor’s Parcel within the boundaries of CFD No. 2014-1 that satisfies BMP requirements for the Assessor’s Parcel’s total assigned Impervious Square Footage by receiving BMP certification via the ongoing payment of the Special Tax.
“Impervious Square Foot” means each square foot of assigned Impervious Square Footage.
“Impervious Square Footage” means the total square footage of land that does not infiltrate water as it would in its natural condition and/or contributes stormwater runoff to the Bijou Area ECP stormwater treatment system. The initial Impervious Square Footage assigned to each Assessor’s Parcel is based upon the impervious area assignments as identified in Table 1. The Impervious Square Footage assigned to an Assessor’s Parcel can change as a result of future development and/or redevelopment.
The identification of impervious square footage is not a verification of coverage. “Maximum Annual Special Tax” means the maximum annual Special Tax, determined in accordance with the provisions of Section C, which may be levied in any Fiscal Year on any Assessor’s Parcel of Taxable Property.
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“Partial Participation Property” means an Assessor’s Parcel within the boundaries of CFD No. 2014-1 that satisfies BMP requirements with an active BMP Certificate of Completion for a portion of the assigned Impervious Square Footage and satisfies BMP requirements for the remaining portion of the assigned Impervious Square Footage by receiving BMP certification via the ongoing payment of the Special Tax. “Proportionately” means for Taxable Property that the ratio of the Special Tax levy to the Maximum Annual Special Tax is equal for all Assessors’ Parcels of Taxable Property within CFD No. 2014-1. “Special Tax” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax Requirement. “Special Tax Requirement” means that amount of Special Tax revenue required in any Fiscal Year for CFD No. 2014-1 to: (i) pay directly for a portion of the total annual maintenance of a comprehensive regional water quality treatment system to treat both public and private runoff, protecting the clarity of Lake Tahoe; (ii) pay Administrative Expenses; (iii) pay any amounts required to establish or replenish any repair and contingency funds, capital improvement funds, or reserve funds for CFD No. 2014-1; (iv) pay for reasonably anticipated delinquent Special Taxes based on the delinquency rate for Special Taxes levied in the previous Fiscal Year; and (v) a credit for funds available to reduce the annual Special Tax levy, as determined by the CFD Administrator. “State” means the State of California.
“Taxable Property” means an Assessor’s Parcel within the boundaries of CFD No. 2014-1 that is not exempt from the Special Tax pursuant to law or Section E below. “TRPA” means the Tahoe Regional Planning Agency.
B. ASSIGNMENT TO LAND USE CATEGORIES
On, or around, July 1 of each Fiscal Year, utilizing City building permit information, the City shall determine any changes to the total Impervious Square Footage for each Assessor’s Parcel as a result of any new development and/or redevelopment occurring on the Assessor’s Parcel. If the total Impervious Square Footage assigned to an Assessor’s Parcel changes as a result of new development and/or redevelopment, the Impervious Square Footage assigned to an Assessor’s Parcel shall be adjusted to equal the new total amount of Impervious Square Footage.
All Assessor’s Parcels within CFD No. 2014-1 shall then be classified as Taxable Property or Exempt Property. Taxable Property shall be further classified as Full Participation Property or Partial Participation Property and shall be subject to the levy of annual Special Taxes determined pursuant to Sections C and D below.
C. ASSIGNMENT OF MAXIMUM ANNUAL SPECIAL TAX RATE
The Maximum Annual Special Tax for each Assessor’s Parcel of Taxable Property shall be assigned according to the table below:
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Taxable Property
Classification
2014-2015 Maximum
Annual Special Tax Amount
Full Participation Property $0.10 per Impervious Square Foot Partial Participation Property
$0.10 per Impervious Square Foot
not captured and infiltrated
by a TRPA approved BMP
On July 1 of each Fiscal Year, commencing on July 1, 2015, the Maximum Annual Special Tax set forth in the table above shall increase by the Escalation Factor. In no event, shall the Maximum Annual Special Tax decrease.
D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2014-2015 and for each subsequent Fiscal Year, the CFD Administrator shall determine the Special Tax Requirement and shall levy the Special Tax until the amount of Special Taxes equals the Special Tax Requirement.
The Special Tax shall be levied Proportionately on each Assessor's Parcel of Taxable Property at a rate up to 100% of the applicable Maximum Annual Special Tax to satisfy the Special Tax Requirement.
Notwithstanding the above, under no circumstances will the Special Tax levied against any Assessor’s Parcel of residential property be increased by more than ten percent (10%) above what it would have been levied had there been no delinquencies.
E. EXEMPTIONS
The CFD Administrator shall classify the following as Exempt Property: BMP Certified Property at the time of initial formation of CFD No. 2014-1 either through prior written agreement with the City specific to the Bijou Area ECP or through an existing BMP Certificate of Completion. Assessors Parcels with an existing BMP Certificate of Completion at the formation of CFD No. 2014-1 shall remain classified as Exempt Property as long as BMPs are maintained and functioning as approved by the City, TRPA or other entity tasked with certifying BMPs.
If the use, and resulting Impervious Square Footage of an Assessor's Parcel of Exempt Property changes so that such Assessor's Parcel is no longer classified as Exempt Property, such Assessor's Parcel shall cease to be classified as Exempt Property and shall be deemed to be Taxable Property.
F. REVIEW/APPEAL COMMITTEE
Any landowner or resident who feels that the assigned Impervious Square Footage or amount of the Special Tax levied on their Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such error. If following such consultation, the CFD Administrator determines that an error has occurred; the CFD Administrator may amend the amount of the Special Tax levied on such Assessor’s Parcel. If following such 258
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consultation and action (if any by the CFD Administrator), the landowner or resident believes such error still exists, such person may file a written notice with the City appealing the assigned Impervious Square Footage or amount of the Special Tax levied on such Assessor's Parcel. Upon the receipt of any such notice, the City shall establish as part of the proceedings and administration of CFD No. 2014-1 a special review/appeal committee. The review/appeal committee may establish such procedures, as it deems necessary to undertake the review of any such appeal. The review/appeal committee shall interpret this Rate and Method of Apportionment and make determinations relative to the annual administration of the Special Tax and any landowner or resident appeals, as herein specified. The decision of the review/appeal committee shall be final and binding as to all persons.
G. MANNER OF COLLECTION
The annual Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes; provided, however, that CFD No. 2014-1, may directly bill the Special Tax, and may collect Special Taxes at a different time or in a different manner as necessary to meet its financial obligations.
H. PREPAYMENT OF SPECIAL TAX
The Special Tax may not be prepaid.
I. TERM OF SPECIAL TAX
The Special Tax shall be levied, commencing in Fiscal Year 2014-2015, as long as necessary to satisfy the Special Tax Requirement.
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TABLE 1
Assessor’s
Parcel Number
Impervious
Square
Footage
Assessor’s
Parcel Number
Impervious
Square
Footage
027-020-09-100 15,263 027-101-28-100 3,877
027-020-10-100 43,137 027-350-01-100 28,772
027-020-15-100 113,364 027-350-06-100 21,774
027-020-17-100 45,790 027-350-15-100 6,834
027-090-06-100 21,086 027-350-16-100 21,367
027-090-09-100 1,290 027-350-20-100 47,424
027-090-11-100 6,226 027-350-23-100 4,864
027-090-16-100 45,612 027-350-24-100 29,228
027-090-17-100 5,025 027-370-02-100 194
027-090-20-100 9,770 027-370-04-100 3,360
027-090-22-100 30,179 027-371-02-100 2,927
027-090-23-100 8,537 027-371-03-100 1,706
027-090-25-100 15,919 027-371-09-100 2,702
027-101-02-100 3,193 027-371-10-100 2,628
027-101-03-100 2,038 027-371-11-100 2,887
027-101-04-100 2 027-371-12-100 2,240
027-101-05-100 1,146 027-371-13-100 2,826
027-101-14-100 1,204 027-371-14-100 41
027-101-17-100 2,397 027-371-15-100 743
027-101-22-100 1,368 027-431-31-100 10,034
027-101-24-100 4,020 027-621-02-100 53,944
027-101-27-100 6,313
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City of South Lake Tahoe
Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) C APPENDIX C. DELINQUENCY SUMMARY REPORT
The following pages show the current Delinquency Summary Report. 261
City of South Lake Tahoe
Delinquency Summary Report
As of: 06/30/2025
Delinquent
Amount %
Billed
Installments
Paid
Installments
Delinquent
Installments
Delinquent
District Due Date Installments %
Billed
Amount
Paid
Amount
Delinquent
Amount
CFD 2014-1 - CFD No. 2014-1 (Bijou Area ECP)
08/01/2014 Billing:
12/10/2014 $3,131.68 $3,131.68 $0.00 0.00% 10 10 0 0.00% 04/10/2015 $3,131.68 $3,131.68 $0.00 0.00% 10 10 0 0.00% Subtotal: $6,263.36 $6,263.36 $0.00 0.00% 20 20 0 0.00% 08/01/2015 Billing:
12/10/2015 $5,952.99 $5,952.99 $0.00 0.00% 43 10 0 0.00% 04/10/2016 $5,952.99 $5,952.99 $0.00 0.00% 43 10 0 0.00% Subtotal: $11,905.98 $11,905.98 $0.00 0.00% 86 20 0 0.00% 08/01/2016 Billing:
12/10/2016 $6,113.41 $6,113.41 $0.00 0.00% 43 10 0 0.00% 12/10/2016 $0.00 $0.00 $0.00 0.00% 0 0 0 0.00%
04/10/2017 $6,113.41 $6,113.41 $0.00 0.00% 43 10 0 0.00% 04/10/2017 $0.00 $0.00 $0.00 0.00% 0 0 0 0.00%
Subtotal: $12,226.82 $12,226.82 $0.00 0.00% 86 20 0 0.00% 08/01/2017 Billing:
12/10/2017 $6,296.83 $6,296.83 $0.00 0.00% 43 10 0 0.00% 04/10/2018 $6,296.83 $6,296.83 $0.00 0.00% 43 10 0 0.00% Subtotal: $12,593.66 $12,593.66 $0.00 0.00% 86 20 0 0.00% 08/01/2018 Billing:
12/10/2018 $6,485.73 $6,485.73 $0.00 0.00% 43 10 0 0.00% 04/10/2019 $6,485.73 $6,485.73 $0.00 0.00% 43 10 0 0.00% Subtotal: $12,971.46 $12,971.46 $0.00 0.00% 86 20 0 0.00% 08/01/2019 Billing:
12/10/2019 $6,680.30 $6,680.30 $0.00 0.00% 43 10 0 0.00% 04/10/2020 $6,680.30 $6,680.30 $0.00 0.00% 43 10 0 0.00% Subtotal: $13,360.60 $13,360.60 $0.00 0.00% 86 20 0 0.00% Copyright © 2012 by NBS Page 1 of 2 10/14/2025 08:50:39AM262 City of South Lake Tahoe
Delinquency Summary Report
As of: 06/30/2025
Delinquent
Amount %
Billed
Installments
Paid
Installments
Delinquent
Installments
Delinquent
District Due Date Installments %
Billed
Amount
Paid
Amount
Delinquent
Amount
CFD 2014-1 - CFD No. 2014-1 (Bijou Area ECP)
08/01/2020 Billing:
12/10/2020 $6,754.46 $6,754.46 $0.00 0.00% 43 10 0 0.00% 04/10/2021 $6,754.46 $6,754.46 $0.00 0.00% 43 10 0 0.00% Subtotal: $13,508.92 $13,508.92 $0.00 0.00% 86 20 0 0.00% 08/01/2021 Billing:
12/10/2021 $6,957.11 $6,957.11 $0.00 0.00% 43 10 0 0.00% 04/10/2022 $6,957.11 $6,957.11 $0.00 0.00% 43 10 0 0.00% Subtotal: $13,914.22 $13,914.22 $0.00 0.00% 86 20 0 0.00% 08/01/2022 Billing:
12/10/2022 $7,165.81 $7,165.81 $0.00 0.00% 43 10 0 0.00% 04/10/2023 $7,165.81 $7,165.81 $0.00 0.00% 43 10 0 0.00% Subtotal: $14,331.62 $14,331.62 $0.00 0.00% 86 20 0 0.00% 08/01/2023 Billing:
12/10/2023 $7,380.80 $7,380.80 $0.00 0.00% 43 10 0 0.00% 04/10/2024 $7,380.80 $7,380.80 $0.00 0.00% 43 10 0 0.00% Subtotal: $14,761.60 $14,761.60 $0.00 0.00% 86 20 0 0.00% 08/01/2024 Billing:
12/10/2024 $7,602.22 $7,393.38 $208.84 2.75% 43 9 1 2.33% 04/10/2025 $7,602.22 $6,986.16 $616.06 8.10% 43 8 2 4.65% Subtotal: $15,204.44 $14,379.54 $824.90 5.43% 86 17 3 3.49% CFD 2014-1 Total: $141,042.68 $140,217.78 $824.90 0.58% 880 217 3 0.34% Copyright © 2012 by NBS Page 2 of 2 10/14/2025 08:50:39AM263 City of South Lake Tahoe
Fiscal Year 2025/26 Annual Report – Community Facilities District No. 2014-1 (Bijou Area ECP) D APPENDIX D. FINAL BILLING DETAIL REPORT
The following page shows the Final Billing Detail Report for Fiscal Year 2025/26. 264
City of South Lake Tahoe
CFD No. 2014-1 (Bijou Area ECP)
Final Billing Detail Report for Fiscal Year 2025/26
APN Situs Address
Impervious Square
Footage Participation Class Grand Total
027-020-009-000 3485 LAKE TAHOE BLVD 15,263 Full $2,021.98 027-020-010-000 3489 LAKE TAHOE BLVD 43,137 Full 5,714.62 027-090-011-000 1022 FAIRWAY AVE 6,226 Full 824.78
027-090-020-000 3460 LAKE TAHOE BLVD 9,770 Full 1,294.28 027-090-022-000 3450 LAKE TAHOE BLVD 30,179 Full 3,998.00 027-101-002-000 3542 LAKE TAHOE BLVD 3,193 Full 422.98
027-101-004-000 1028 HAM LN 2 Full 0.26
027-101-017-000 3552 LAKE TAHOE BLVD 2,397 Partial 317.54 027-370-004-000 941 BAL BIJOU RD 3,360 Full 445.12
027-371-009-000 952 BAL BIJOU RD 2,702 Full 357.94
10 Accounts 116,229 $15,397.50
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 1 of 1 12/16/2025 05:29:37PM 265
City of South Lake Tahoe
Agenda Item Executive Summary
Joe Irvin, City Manager
__________________________________
Meeting Date: January 27, 2026
Agenda Item #:8
Agenda Item: Pioneer Trail HSIP Project - Ratification of Contract Change Orders No. 1, 2, and 3 with Globe Engineering and Development and Transfer of Funding Executive Summary: City Council is asked to ratify Contract Change Orders No. 1, 2, and 3 with Globe Engineering and Development on the Pioneer Trail HSIP Project, and authorize a transfer of funding from the Engineering Professional Services Account to project CIP account in order to pay Contractor Retainage and Labor Compliance Services.
Requested Action / Suggested Motions: Pass a Resolution ratifying Contract Change Orders No. 1, 2, and 3 with Globe Engineering and Development for a total change order value of $61,225.87 and a total revised contract value of $565,756.87 and transferring $14,500 from the Engineering Professional Services Account (100-03210-42020) to the Pioneer Trail HSIP CIP Account (301-50038-48030).
Responsible Staff Member: Stephen Anderjack, Project Manager Reviewed and Approved By: Mohammad Qureshi, Director of Public Works Susan Blankenship, City Clerk Olga Tikhomirova, Director of Finance Heather Stroud, City Attorney Attachments:
01-Staff Report - Pioneer Trail HSIP Project.docx
02-Resolution - Pioneer Trail HSIP Project.docx
03-PTHSIP - CCO 001 - signed.pdf
04-PTHSIP - CCO 002 - signed.pdf
05-PTHSIP - CCO 003 - signed.pdf
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City of South Lake Tahoe
Report to City Council
Meeting Date: January 27, 2026
Title: Pioneer Trail HSIP Project - Ratification of Contract Change Orders No. 1, 2, and 3 with Globe Engineering and Development and Transfer of Funding Location: Pioneer Trail between April Ave and Edna Ave
Responsible Staff Members: Stephen Anderjack, Project Manager
Background: Pioneer Trail HSIP Project is a safety upgrade project on Pioneer Trail between April Ave and Edna Ave. Funding for the construction portion of this project includes $147,753.02 of Highway Safety Improvement Program (HSIP) funding, $381,797.78 of General Fund, and $47,000 of Measure S Funding.
The Pioneer Trail HSIP Project was awarded on April 22, 2025, to Globe Engineering Development, Inc for a total contract value of $507,531.00. Construction began on June 2nd, 2025, and was completed on July 31, 2025.
Issue and Discussion: During the construction of the safety improvement, the Contractor encountered unforeseen structural issues and storm drain issues that required additional work not foreseen in the original contract. This work was paid for via Contract Change Orders (CCO’s).
Public Works directed the Contractor to perform extra work through Contract Change Order (CCO) where work was not defined within the PS&E bid documents. Also, some Project construction bid item quantities were less than the amount estimated within the agreement awarded to Globe Engineering Development and some quantities constructed were more than the estimated amount awarded to Globe Engineering Development. Three CCOs were approved for Project construction.
CCO 1 added structural upgrades to the project’s retaining wall that were required to ensure the wall could withstand the hydrostatic pressure uphill of the wall. The total cost increase resulting from this CCO is $24,100.87.
CCO 2 removes three bid drainage bid items that were incorrectly sized in design and replaces them with appropriately sized structures. The total cost increase resulting from this CCO is $26,625.00.
CCO 3 is a quantity overrun/underrun balancing CCO that adds an additional $10,500.00 to the contract value.
The change orders and quantity overrun/underruns exceeded the 10% ($50,753.10) contingency authorized by City Council upon award by $7,472.77. The Public Works Department is requesting that City Council ratify the contingency overrun and all associated CCO’s. 267
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Financial Implications: All Contract Change Orders (CCO’s) are listed in Table 1 below:
Table 1 - Contract Change Orders (CCO)
CCO
No.
CCO Description CCO Amount
1 Retaining Wall Revisions $24,100.87
2 Drop Inlet Boxes and Grates $26,625.00
3 Cost Balancing $10,500.00
Total CCO Amount: $61,225.87
With all CCO’s accounted for, the total contract value becomes $565,756.87. This exceeds the 10% ($50,753.10) contingency approved by the City Council by $7,472.77.
Additionally, there were unforeseen materials testing costs that exceeded the originally budgeted amount due to the federal funding material testing requirements. Also, the actual labor compliance costs were under the original allocated budget, so there are costs savings there. The Public Works Department will use these cost savings to offset some of the material testing overrun.
The available expenditures budget in the project account is $16,805.00. The retainage due to Globe Engineering Development is $28,287.84. The contingency overrun of $7,472.77 is included in the $28,287.84 figure. We are also estimating an additional $3,000 of labor compliance costs to be incurred by Willdan Engineering. Therefore, the Public Works Department is requesting $14,500 to be transferred from the Engineering Professional Services Account (100-03210-42020) to the project account (301-50038-48030) to cover the remaining retainage payment to the contractor of $28,287.84 and any additional labor compliance invoices that have not been billed as of this time.
Environmental Considerations: On June 15, 2021, the City Planning Manager filed a CEQA Notice of Exemption with the State Clearinghouse as a Class 4, 15304 (minor alteration to land) categorical exemption, State Clearinghouse Number 2021060316. This project is comprised of minor alterations to an existing street. No additional automobile lanes will be created, and no additional vehicular capacity is expected. Additionally, this project seeks to add safety devices for use in conjunction with existing facilities. Caltrans, the Project Lead for NEPA found the Project to be Categorically Exempt.
Policy Implications: This project is consistent with the City Council's priorities and will enhance public safety through improvements to the built environment. 268
Resolution 2026-XXX January 27th, 2026 Page 1 of 2
Resolution 2026-XX
Adopted by the City of South Lake Tahoe
City Council
January 27th, 2026
Pioneer Trail HSIP Project - Ratification of Contract Change Orders No. 1, 2, and 3 with Globe Engineering and Development and Transfer of Funding
BACKGROUND
A. The City of South Lake Tahoe has designated the Pioneer Trail Highway Safety Improvement Program (HSIP) project an essential, viable, and desired project.
B. Bids for this project were opened and Globe Engineering Development was awarded a contract r with a Total Contract Price of $507,531.00.t.
C. Funding for the construction portion of this project includes $147,753.02 of Highway Safety Improvement Program (HSIP) funding, $381,797.78 of General Fund, and $47,000 of Measure S Funding.
D. Construction began on June 2nd, 2025, and was completed on July 31st, 2025.Three contract change orders were processed and approved.
E. The available budget in the project account is $16,805.00. The retainage due to Globe Engineering Development is $28,287.84. We are also estimating an additional $3,000 of labor compliance costs to be incurred. Therefore, the Public Works Department is requesting $14,500 to be transferred from the Engineering Professional Services Account (100-03210-42020) to the project account (301-50038-48030) to cover the remaining retainage payment to the contractor of $28,287.84 and any additional labor compliance invoices that have not been billed as of this time.
BASED ON THE FACTS SET FORTH HEREIN, BE IT RESOLVED, that the City Council of the City of South Lake Tahoe:
1. Ratifies Contract Change Order’s 1, 2, and 3.
2. Appropriates funding into the existing CIP project fund account as follows:
Transfer From Transfer To
Name Account Name Account Amount
Engineering Prof Services
100-03210-
42020
Pioneer Trail HSIP -
Construction 301-50038-48030 $14,500.00
Adopted by the City of South Lake Tahoe City Council on January 27th, 2026, by the following vote:
269
Resolution 2026-XXX January 27th, 2026 Page 2 of 2
Yes:
No:
Abstain:
Absent:
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe City Council.
__________________ Date:_____________
Cody Bass, Mayor
Attest:
________________________
Susan Blankenship, City Clerk
The presence of electronic signature certifies that the foregoing is a true and correct copy as approved by the South Lake Tahoe City Council.
270
Public Works Department
Pioneer Trail HSIP
PWC: 30150038
Federal Project No.: HSIPL-5398(016)
CONTRACT CHANGE ORDER
Date: July 11, 2025
Contract Change Order No.: 01 CCO Name: Retaining Wall Revisions To: Globe General Engineering:
You are hereby directed to make the herein described changes to the plans, and specifications or do the following described work not included in the plans and specifications of the contract to construct the Pioneer Trail HSIP Project. All new work herein described shall be performed in accordance with the applicable provisions of the plans and specifications, except as specifically modified by this contract change order (CCO).
Note: This CCO is not effective until approved by the Owner, or until an authorized Field Directive is executed.
This CCO is requested by: City of South Lake Tahoe
PAYMENT AT AGREED LUMP SUM:
In accordance with section 4-1.05B, "Changes and Extra Work", of the Contract Bid Documents and Standard Specifications, provide labor, material, equipment, and incidentals to compensate the contractor for additional work related to retaining wall changes as provided in the attached “Design Package Revision 1 dated 03/31/2025”
Additional work includes but not limited to the following:
1. deeper/larger footings (72" depth, 24" Dia)
2. New added 4” perforated pipe,
3. New Added Fabric
4. added excavation/disposal
5. Gravel class C or D placement
6. Additional Concrete Volume/Strength with using concrete pump
7. Added Rebar for Pile reinforcement
8. Additional/Longer 8”x8” Posts.
All work shall be performed in accordance with the approved shop drawings, project plans, and Specifications.
1740 D Street │ South Lake Tahoe, CA 96150 │ (530) 542-6030 │www.cityofslt.us 271