Cities Index.
Attachment 1 Scope of Work for On-Call Consultants

Thousand Oaks City Council
June 23, 2026

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Attachment 1 Scope of Work for On-Call Consultants
Meeting
June 23, 2026
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Thousand Oaks City Council
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Text extracted from the city's file for reading and search. Open the original on toaks.primegov.com. That file is the official record.

ATTACHMENT #1
Scope of Work
List of Disciplines:

1. Civil Engineering

2. Climate Action, Sustainability, and Resilience Support Services

3. Construction Management and Cost Estimating

4. Electrical Consulting and Engineering

5. Emergency Management

6. Environmental Consulting and Monitoring

7. Geographic Information System

8. Geotechnical

9. Hydrology and Stormwater

10. Landscape Architecture

11. Material Testing

12. Mechanical Engineering

13. Pavement Management

14. Public Outreach

15. Right-of-Way

16. Subsurface Utility Engineering

17. Surveying

18. Traffic Engineering

19. Water and Wastewater Consulting Engineering
The Scope of Work is separated by discipline and may include, but is not limited to, the following:
(1) Civil Engineering
a. Design (e.g., master planning, conceptual, alternative study, preliminary, and project design) for all roadway, drainage, utility, facility, transportation, landscape, streetscape projects, as well as structural projects (e.g., bridges, reservoirs, etc.).
b. Preparation of contract documents (e.g., plans, specs, estimates), which may involve adhering to Caltrans standards within Caltrans right-of-way. c. Plan check review and constructability analysis.
d. Support during the bid period of the projects.
e. Design support services during construction.
f. Construction administration/management.
g. Testing and special inspections during construction. h. Underground utilities, such as investigations/identification. i. Right-of-way/easements investigation, appraisal, and acquisition. j. Pavement condition assessment, design, rehab, and management k. Water/wastewater system analyses, modeling, and telemetry/SCADA. l. Operational process optimization during water shortage periods. m. Preparation and filing of SWPPP
n. Lead line replacement.
o. Treatment plant optimization, process instrumentation operations. p. Energy conservation, such as new technology.

DPW: 840-10\eat\Council\2026\062326\On Call Professional Services Agreements Att 1.pdf

q. Assist with environmental compliance, including preparation and filing of such documents involving the California Environmental Quality Act, National Environmental Policy Act, Storm Water Pollution Prevention Plan (CEQA, NEPA, SWPPP, etc.)
r. Grant writing
(2) Climate Action, Sustainability and Resilience Support Services a. Climate action program implementation and strategic support b. Greenhouse gas accounting, data and performance tracking c. Climate policy, ordinance and regulatory development d. Climate adaptation, resilience and hazard mitigation e. Sustainability (waste, water conservation, recycling, food recovery, building decarbonization, electrician, transportation demand management) Programs Development and impact/evaluating
f. Public outreach, engagement and marketing
g. Sustainability and climate action-related funding, grants and financial Strategy h. Technical sustainability support (energy efficiency, renewable energy and storage, EV charging, fleet electrification energy and water use analysis) (3) Construction Management and Cost Estimating
a. Provide technical and support services that may include preparation of accurate cost estimates for projects, such as quantity takeoffs, site visits, construction project management, design phase management, and constructability reviews.
b. Conduct field inspection checks and participate in conferences as required by the City.
c. Prepare conceptual programming cost estimates, detailed construction document cost estimates, and other types of estimates as required by the City.
d. Submit cost estimates using Construction Specifications Institute (CSI) format as defined by the City Project Manager, which may involve adhering to Caltrans standards within Caltrans right-of-way.
e. Evaluate cost breakdowns prepared by other Consultants hired by the City, and when directed, provide independent cost breakdowns for these projects. f. Participate in peer review cost evaluation meetings with the City Project Manager.
g. Determine quantity of materials and changes involved in a claim or proposed change order and compare them with similar data in the contractor's claim or proposal, and in the original contract proposal; provide the City with copies, as specified, of the independent estimates and back-up data where required. h. Scheduled specified services on an as-needed basis and arrange a qualified representative to work with the City Project Manager as needed to submit and/or discuss cost estimating challenges.
i. Estimate construction time, review cost of phasing projects, change orders, and claims.

(4) Electrical Consulting and Engineering
a. Inspection and evaluation of the existing facilities/improvements. b. Condition assessment, analysis, and recommended improvements.

c. Design new electrical infrastructure to support electrification of vehicles (e.g., fleet, transit, public).
d. Design of new electrical infrastructure to support solar PV, battery energy storage, sizing, and integration into existing systems. e. Consultation and collaboration with utility provider. f. Document preparation (e.g., master planning, conceptual, study/design, alternative study, preliminary, and final).
g. Preparation of contract documents (e.g., plans, specs, estimates). h. Peer review and constructability analysis.
i. Support during the bid period of the projects.
j. Construction administration/management.
k. Field reviews, verification, and certification during construction. l. Development of start-up procedure and testing upon completion. m. Electrical infrastructure development and electrician work permitting. n. Analysis of solar feasibility and site suitability.
o. Solar PV system modeling and sizing.
p. Solar-battery system specifications, request for proposal development, and cost estimation.
q. Solar and battery system design and consulting services. r. Solar system operations and maintenance.
s. PV diagnostics, equipment replacement, and repair services, including inverters and panels.

(5) Emergency Management
a. Specialized standardized emergency response employee training. b. Development of City Emergency Team table-top exercises and drills. c. Develop emergency response program procedures, protocols, policies, and/or the City’s emergency operations plan, hazard mitigation plan, and mutual aid agreements.
d. Development of a City disaster debris management plan and/or a disaster recovery plan.
e. Assistance with securing and/or completing emergency grant funds. f. Develop and/or update public education and outreach materials. g. Grant writing.

(6) Environmental Consulting and Monitoring
a. Environmental permitting for projects (e.g., permit application and processing as necessary) for compliance with local, state, and federal regulatory agencies.
b. Environmental review and establishment of project requirements. c. CEQA document preparation (e.g., Initial Studies, negative declaration, mitigated negative declaration).
d. Environmental impact report (i.e., preliminary and final), and condition setting. e. Preparation of mitigation plans.
f. Environmental consulting support during the bid period of projects. g. Monitoring to meet permit requirements during construction, and submit all required documents to permitting agency, including but not limited to nesting birds, turtles, etc.
h. Documentation, inspection, and certification during construction, and after completion of construction, and submittal of all final reports.

(7) Geographic Information System
a. Digitize utility network features and annotations from paper and CAD as-built drawings for new developments and small infrastructure improvements. b. Edit features and annotations within the existing GIS system. c. Repair or create network topology.
d. Create, develop, and populate new feature classes based on engineering and/or field requirements from any or all of the following: aerial imagery, engineering and survey drawings, tabular data, or GPS data; program light, ad hoc GIS editing applications using Geocortex Essentials, ESRI application programming interfaces, or HTML5 for use by field staff in both a connected and disconnected environment.
e. Applications must be configured to run within the City’s existing ArcGIS and web server environment. Once completed, these applications will be maintained by City GIS staff.
f. Documentation for the use and configuration of any application will be required.
g. Must be able to perform work on replica geodatabases to facilitate synchronization of edits with the master SDE database.
h. Possible requirements for field work may include using GPS to locate assets not on or incorrectly shown on as-built drawings or pilot testing GIS editing applications.
i. Data migration and/or conversion between GIS and other enterprise databases.
j. Perform other GIS and mapping duties as required; maintain a versioned editing environment on ArcGIS Service 10.6 and perform edits on a check-out replica of a version isolated for edits.
k. Submissions to contain pricing for geodatabase updates that consider the following scenarios:

1. Creating all features and associated annotations from water, wastewater, or storm water record drawings (e.g., .jpg format)

2. Creating features and associated annotations from one or more assets added to an existing water, wastewater, or storm water drawing (e.g., jpg format)

3. Updating geometry, attributes, and annotations for a pre-existing feature.

4. Updating attributes and annotations only for a pre-existing feature (i.e., no geometry change).

(8) Geotechnical
a. Provide general field exploration and borings of existing soil. b. Perform R-value testing and pavement section recommendations. c. Pavement condition assessment, design, rehabilitation, and management. d. Field investigation, boring, laboratory testing.
e. Perform soils/geotechnical evaluation, reports, and recommendations. f. Foundation design parameters, recommendation/requirement. g. Review and interpret slope stability and failures, seismic hazard assessment, liquefaction assessment, and associated related work.
h. Support during the bid period of the projects.
i. Field reviews, verification, and certification during construction. j. Observation, inspection, and testing during construction. k. Fault rupture hazard evaluation or paleoseismic trenching if in fault zones.

l. Infiltration testing or expansive soil assessments.
m. Grading recommendations or expansive/shrink-swell soil mitigation.

(9) Hydrology and Stormwater
a. Provide hydrology, hydrogeology, and stormwater management recommendations for City Capital Improvement Program (CIP) and special projects.
b. Delineate tributary boundaries of watersheds leading to project discharge points.
c. Apply City storm drains system master plan hydrology and augment as appropriate using the Ventura County Modified Rational Method for hydrology computations.
d. Perform calculations for biological and proprietary Best Management Practices (BMPs) per the most recent Ventura Countywide Technical Guidance Manuals.
e. Provide design support for City CIP and special projects as described above. f. Prepare and provide Storm Water Pollution Prevention Plans (SWPPP) and/or Erosion Control Plans as needed for City CIP and special projects. g. Prepare and process all necessary permit applications for water quality purposes to construct City CIP and special projects.
h. Prepare hydraulic designs of post-construction maintenance plans for CIP project BMPs.
i. Provide peer review of stormwater capture and infiltration/treatment device designs.
j. Utilize modeling to show the effectiveness of design BMPs. k. Prepare studies that identify and provide recommendations to mitigate drainage deficiencies, including Federal floodplain mapping areas of Special Flood Hazard.

(10) Landscape Architecture
a. Review of existing and conceptual landscape plans (e.g., City’s Forestry Master Plan, etc.) in conjunction with applicable codes, City requirements, and the Model Water Efficiency Landscape Requirements (MWELO). b. Attendance and participation in meetings with City staff and consultants. c. Preparation of landscape and hardscape design documents (i.e., landscape and hardscape plan for construction bid, specifications, design development, renderings, schematics, concepts, cost estimates, construction document drawings, construction administration during bid and construction phase).

(11) Material Testing
a. Review project plans and specs for material testing requirements. b. Provide material testing, quality control, and quality assurance. c. Confirm the project’s proper testing procedures and requirements; submit test results for compliance/non-compliance.
d. Provide special inspection and testing during construction. e. Provide field and lab testing, material certifications, daily reports, reports on field and lab tests conducted, and recommendations per City’s Quality Assurance Program (QAP) and Caltrans (where required).

(12) Mechanical Engineering
a. Inspection and evaluation of the existing facilities/improvements. b. Condition assessment, analysis, and recommended improvements. c. Design master planning, conceptual, alternative study, preliminary, and final. d. Feasibility analysis and recommendation of conversion of gas-electric HVAC systems to heat pumps.
e. Preparation of contract documents (e.g., plans, specifications, estimates). f. Peer review and constructability analysis.
g. Support during the bid period of the projects.
h. Construction administration/management.
i. Field reviews, verification, and certification during construction. j. Development of start-up procedure and testing upon completion. k. Mechanical (HVAC) System: Design of heating, ventilation, and air conditioning systems, including equipment selection (air handlers, chillers, boilers, mixing boxes, fans and blowers), ductwork routing, and zoning for optimal comfort. Programmable controls with real-time monitoring through existing BACNet controls, Autologic (City Design Standard) and conversions from Allerton/Signet controls to current design standard. l. Electrical System: Designing power distribution, lighting systems, fire alarm systems, automatic door lock systems, emergency power, battery energy storage systems (BESS), emergency generator systems, solar panel systems, electric vehicle charging systems, telecommunications and security/camera systems.
m. Plumbing and Piping System: Designing, piping, and routing for water supply, sanitary drainage, storm drainage, pressurized air and gas systems. n. Fire Protection: Designing sprinkler systems, fire pumps, clean agent and other fire suppression systems.
o. Sustainability & Energy Efficiency: Developing energy models, conducting cost savings analysis, recording field measurements, ensuring Federal//Sate/City compliance, and designing energy-efficient systems to reduce long-term operational costs.

(13) Pavement Management
a. Conduct pavement condition survey.
b. Identify pavement condition and analyze surface condition, identify the condition of the base and subgrade where needed, environmental and drainage information, and type and volume of traffic.
c. Identify and determine pavement improvement strategies in addition to overlays that will preserve current pavement conditions and achieve the desired level of serviceability in a cost-effective manner. d. Collect dynamic deflection data on arterial streets using a Dynaflect machine or similar device.
e. Deflection data should be analyzed via a multi-sensor approach to indicate overall condition and condition of base course and subgrade individually. f. Conduct pavement core samples at random locations on arterial streets and areas requiring major rehabilitation to verify total pavement section thickness. g. Test the asphalt, aggregate base, and subgrade soil to assist with identifying the appropriate pavement rehabilitation strategies.
h. Identify, determine, and approximately locate which sections of roadway need repair and reconstruction (R & R).
i. Provide quantities of R & R to be included on the construction bid schedule. j. Provide approximate locations for R & R to be included in the Resident Engineer’s file.

k. Identify (if any) which sections of roadway require special construction coordination (i.e., ground water remediation, curb ramps, root barrier replacement, rutting, etc.).
l. Provide locations and possible solutions; provide locations for viable solutions to be included on the construction plans.
m. Identify any missing curb ramps or existing ramps that do not meet Americans with Disabilities Act (ADA) requirements.
n. Provide quantities to be included on the construction bid schedule; provide approximate locations for curb ramps to be in the Resident Engineer’s file. o. Prepare specifications and provide City staff unit prices for various resurfacing options.
p. Preparation of contract documents (e.g., plans, specifications, estimates). q. Peer review.
r. Support during the bid period of the projects.
s. Construction administration/management.

(14) Public Outreach
a. Assist with public outreach services during conceptual and final design development of capital improvement projects and other public works programs.
b. Provide support for community outreach across all communication channels such as direct mail, postcards, social media, street signage, print and digital advertising, electronic newsletters, websites, and communications with local radio and newspaper media.
c. Develop, maintain, and share with the City a database of key stakeholders and impacted parties.
d. Provide post-project updates to be posted on the City website. e. Coordinate project communications via email to relevant City teams for subscribers/stakeholders, social media, and website postings. f. Identify key community groups and schedule public sessions. g. Coordinate community meetings and HOA board presentations and feedback for the project team representative.
h. Provide recommendations on strategic planning, development of print and electronic outreach materials, development of news releases, and support of public events.

(15) Right-of-Way
a. Obtain and analyze title reports.
b. Right-of-way easement investigation, review, appraisal, and acquisition. c. Provide fair market value of properties, temporary and permanent easements. d. Prepare a full appraisal report for properties to be acquired. e. Negotiation with property owners and coordination with City Attorney. f. Prepare exhibits and documents for Eminent Domain property acquisition. g. Handle all sales transactions in transferring ownership to or from the City.

(16) Subsurface Utility Engineering
a. Provide professional and technical services for subsurface utility engineering (SUE), mapping, exploration, locating and reporting, including associated site/pavement restoration and other appurtenant work for the purposes of data collection to support the City’s capital improvement projects. b. All work shall be performed in accordance with the American Society of Civil Engineers Standard (ASCE) Standard Guideline for the Collection and

Depiction of Existing Subsurface Utility Data 38-02, latest edition (i.e., Vacuum excavation method preferred).
c. Provide an electronic field sketch of the utilities designated during the investigation, and SUE quality level description, with each mark included in a table.
d. Perform site restoration around exposed utility lines in accordance with owner’s specifications or new sand bedding (or as otherwise directed or approved) and perform final site cleanup, to remove all debris and construction materials, to the satisfaction of the Public Works Inspector. e. Whenever the work will affect the movement of traffic or traffic safety, provide traffic control, and utilize traffic control devices in conformance with the MUTCD, and City standards. The Consultant’s Traffic Control Plan (TCP) shall be subject to acceptance by the City prior to commencing work. f. Conduct field inspection checks and participate in project meetings as required.
g. Schedule specified services on an as-needed basis and arrange a qualified representative to work with the City Project Manager as needed to submit and/or discuss challenges.
h. Measure and record information on an appropriately formatted test hole data report sheet (one separate report per location in CAD and PDF format), including photos for each hole with depths clearly indicating the following:

1. Station Number, Identification Number & Type/Owner of each utility

2. Date recorded.

3. Depth of top and/or bottom of the utility from pavement surface to a vertical accuracy of +/- 1 inch.

4. Horizontal location referenced to project coordinate datum (stations), to a horizontal accuracy of +/- 2 inches.

5. Approximate centerline bearing of utility line.

6. Outside diameter of pipe and width of duct banks (including configuration of non-encased multi-conduit systems).

7. Utility/pipe material type and composition (i.e., Clay, Concrete, PVC).

8. Utility facility condition.

9. Pavement thickness and type.

10. Soil type and site conditions.

11. Other pertinent information as reasonably ascertainable from test holes.

(17) Surveying
a. Topographic surveys and mapping.
b. Boundary surveying and mapping.
c. Right-of-way survey, determination, and mapping.
d. Construction surveying.
e. Construction staking.
f. As-built survey.
g. 3D laser scanning and modeling.
h. Architectural/engineering design surveys, aerial surveys. i. ALTA/ACSM land title surveys.
j. Monument preservation.
k. Map checking.
l. Subdivision mapping.

m. Record of survey and corner records.
n. Legal descriptions.
o. Conveyance document preparation.
p. Construction site surveys to include cut-sheets and staking. q. Set/replace monuments, boundary corners, and/or property corners. r. Boundary/lot and topographic surveys.
s. ALTA survey and "as-built" field surveys.

(18) Traffic Engineering
a. Right-of-way/easement investigation and review; inspection and evaluation of the existing improvements.
b. Traffic volume/flow studies, traffic signal analyses, traffic impact analyses, collection analysis, traffic/parking studies.
c. VMT and HCM traffic forecasting, studies, and analysis. d. Synchro/sim- traffic, traffix, AutoCAD, HCS, Vissim/Vissum, EMME-2, and Trans CAD; project design (e.g., master planning, conceptual, alternative study, preliminary, and final).
e. Preparation of contract documents (e.g., plans, specifications, estimates). f. Peer review.
g. Support during the bid period of the projects.
h. Construction administration/management.
i. Grant writing.

(19) Water and Wastewater Consulting and Engineering
a. Water and Wastewater System Design services (e.g., master planning, conceptual, alternative study, preliminary, and project). b. Wastewater treatment plant design and engineering.
c. AMI meter program design and development, including integration with related systems, and data analysis and reporting systems.
d. Water loss reporting.
e. Program design for analysis and reporting for drought compliance. f. CII water efficiency audit support and training.
g. Develop parcel-level water budgets, customer programs, and supporting software.
h. SCADA and telemetry design and engineering services. i. Preparation of contract documents (e.g., plans, specifications, estimates). j. Peer review.
k. Support during the bid period of the projects.
l. Design Support services during construction.
m. Construction administration/management.
n. Configure and administer Inductive Automation Ignition Software SCADA/HMI platforms and transaction-manager/historian.
o. Configure and administer inductive automation software SCADA/HMI platforms and transaction-manager/historian.
p. Configure, administer, and update Rockwell software SCADA/HMI platforms and transaction-manager/historian.
q. Maintain, configure, and troubleshoot SCADA-related networking equipment, including the following: Fortinet switches, firewalls, and gateways (managed and unmanaged).
r. Configure, maintain, and troubleshoot MQTT brokers and clients used for telemetry and data publishing between edge devices, remote sites, and central SCADA servers.
s. Configure and update PLCs.

t. Configure and update RSLogix500 and ControlLogix PLC platforms using both Ladder Logic and Function Block.
u. Perform backups of the SCADA server environment, as well as configure and manage the SCADA alarm program.
v. Design and test SCADA Ignition by Inductive Automation virtual machine environment; design/modify, test, and implement HMI projects with FactoryTalk ME.
w. Manage and configure Ignition by Inductive Automation; configure and improve automated weekly and monthly Plant-Data reports when needed to meet internal needs and external government reporting requirements. x. Chlorine analyzer SCADA and PLC.
y. Seismic valves PLC.

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