Agenda — Twentynine Palms City Council, July 20, 2022 (part 3 of 3)

WWTF Conceptual Design and Engineering Report
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Task 3 – Grant Application
Carollo will prepare a State of California Small Community Program State Revolving Fund (SRF) application for the City’s sewer project. The City intends to request as much grant funding as feasible for the project, therefor the timing of submitting a complete application is critical as grant funding is allocated on a first come first served basis.

Task 3.1 – Small Community Program Drinking Water State Revolving Fund (DWSRF) Application Carollo will develop and submit the General, Technical, Environmental, and Financial Packages to the SRF.

Carollo will utilize information provided by the City, its consultants, and/or existing project documents. It is assumed that the City will provide necessary project information required for the SRF application (e.g., Project Report (see Task ;.), environmental documentation, and financials and will help facilitate required Council approvals).

Carollo will develop a draft and final version of each application package for City review, and as requested will submit the final packages to the SWRCB Division of Financial Assistance FAAST portal and notify State of such submittal. Carollo will support the City with discussions with the SWRCB regarding the application submittal as well as engage with the state on grant opportunities (associated with the Budget Act of A and potential Bipartisan Infrastructure Law). Carollo will work closely with the City’s engineering, program manager, environmental consultant, and finance department to identify and obtain necessary project information required for the SRF application package to promptly address review questions from the State to keep the SRF Package review on track and coordinate/ communicate with the State during the package review process.

Carollo will assist the City with final execution of the SRF loan agreement. As requested, Carollo can provide review comments on the draft agreement and will prepare City staff with the details and requirements of the final agreement and will support the City’s legal and financial departments throughout the agreement process. Carollo will develop and submit the Final Budget Approval Package (FBA) for the Project as required to execute the final DWSRF Agreement with the SWRCB, after contractor selection.

Deliverables: One (+) SRF application (draft and final General, Technical, Environmental, and Financial Packages).

Task 3.2 – SRF Project Report
Carollo will develop a Project Report for the septic-to-sewer project per the SWRCB DWSRF Technical Package Project Report requirements. It is assumed that the City’s Project will be funded under the Drinking Water SRF program, therefore a DWSRF Project Report will be required. The Project Report will include an executive summary, project background, existing facilities, water quality and treatment goals, consolidation analysis, alternatives (including no project) and recommended project (project description, preliminary design criteria, advantages/disadvantages of the proposed project, planning requirement compliance, green/resiliency components, water demand/capacity analysis, estimated useful life, detailed cost estimates including life cycle, and project schedule). Carollo will develop a draft Project Report for City review and will incorporate City comments into the final Project Report.

Deliverables: SRF project report in draft and final versions.

Task 4 – Engineer’s Report and Report of Waste Discharge Based on the feasibility study and project preferences from the City, Carollo will prepare an Engineer’s Report in accordance with the Regional Water Quality Plan for the Colorado River Basin. This report will be tailored to fit the information outlined in the RWQCB Form Application: describing the proposed

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WWTF Conceptual Design and Engineering Report
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collection system, WWTF, method of treatment, effluent disposal process, and other relevant project information. This report will be submitted in both draft and final versions.

This task includes two review periods for the draft report: one with the City, and another with the RWQCB.

Comments from both reviews will be tracked in a matrix, responded to, and addressed in the final version of the report.

Deliverables: Draft and final versions of the Engineer’s Report.

Task 5 – Site Plan and Geotechnical Investigations
The intent of Task 9 is to provide adequate information on the site plan and geotechnical investigation to support the grant application and defer the remainder of the work required to support a ;% design to subsequent phases of the project.

Task 5.1 – Site Plan Aerial Survey
Utilizing USGS mapping and/or existing aerials from preliminary design work on the regional collection system, Carollo will work high-level topographic mapping of the selected WWTF site (as determined in Task .). Final survey product will be delivered in AutoCad Civil ;D format, if available.

Deliverables: Topographic survey for the chosen WWTF site Task 5.2 – Geotechnical Investigations
Geotechnical investigations will be required for the selected WWTF site and the yet to be determined effluent disposal site. Carollo will work with our subconsultant Converse Consultants to develop assumptions for completing a feasibility level design for the WWTF site. We will perform a confirmation level (minimal boring) geotechnical investigation of up to two effluent disposal sites. The purpose of these investigations is to confirm percolation rates, groundwater levels, and water quality within the effluent disposal sites. The findings of the report will be summarized in a geotechnical study, which will be used to inform the feasibility study and project reports.

Deliverables: Geotechnical study for the chosen WWTF site.

Task 6 – Owner’s Representative
Until grant approval, Owner’s Representative services will be limited to supporting the City in the review, oversight, and execution of the collection system work. Carollo will work with the City’s project manager to coordinate the environmental, funding, and outreach efforts associated specifically with the WWTF and more generally with the overall regional collection system and facilities.

Deliverables: Plan reviews of the collection system documents, attendance at meetings, and design input as requested by the City.

Assumptions for this scope of work:
• This scope does not include services to aid the City in the creation or formation of an assessment district.
• This scope assumes the City will be able to provide all existing reports, studies, data, and permitting information for existing wells, groundwater basins, and package treatment plants.

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Category
Name
Sr.

Proressional
Lead Project
Professional
Project
Professional Professional
Assistant
Professional
Document
Processing PECE
Costs Markup Costs Costs
Task Sub
Task
Description Hourly Bill
Rate 290 265 225 165 145 115 5% 13
1 0 Project Management and Meetings 6 18 102 0 0 18 144 31,530 0 0 0 4,800 1,872 38,202 1 Project Management 48 6 54 11,490 0 0 0 0 702 12,192
2 Invoices and project progress reports 18 6 24 4,740 0 0 0 0 312 5,052 3 Bi-weekly project meetings (24 @ 0.5hrs) 6 24 30 6,990 0 0 0 0 390 7,380 4 Coordination meetings (12) 6 12 12 6 36 8,310 0 0 0 4,800 468 13,578 2 0 Feasibility Study 12 134 100 180 80 16 522 104,630 0 0 0 0 6,786 111,416 1 Review existign reports, studies, and information 4 24 32 60 14,720 0 0 0 0 780 15,500 2 Siting Analysis 4 40 20 80 144 29,460 0 0 0 0 1,872 31,332 3 Process, disposal, and solids handling options 50 8 100 158 31,550 0 0 0 0 2,054 33,604 4 Draft and Final feasibility study 4 20 40 80 16 160 28,900 0 0 0 0 2,080 30,980 3 0 Grant Application 12 100 48 200 0 32 392 77,460 0 0 0 0 5,096 82,556 1 Small Community Program Drinking Water SRF Application 4 60 8 100 16 188 37,200 0 0 0 0 2,444 39,644 2 SRF Project Report 8 40 40 100 16 204 40,260 0 0 0 0 2,652 42,912 4 0 Engineer's Report of Waste Discharge 4 60 20 100 0 16 200 39,900 0 0 0 0 2,600 42,500 1 Draft and Final Engineer's Report 4 60 20 100 16 200 39,900 0 0 0 0 2,600 42,500 5 0 Site Plan and Geotechnical Investigation 0 0 8 8 0 0 16 3,120 55,000 2,750 0 0 208 61,078 1 Topographic Survey 4 4 8 1,560 30,000 1,500 0 0 104 33,164 2 Geotechnical Study 4 4 8 1,560 25,000 1,250 0 0 104 27,914 6 0 Owner's Representative 0 40 80 80 40 40 280 52,200 0 0 0 0 3,640 55,840 1 Collection System Oversight Support 40 80 80 40 40 280 52,200 0 0 0 0 3,640 55,840 Total Hours 34 352 358 568 120 122 1,554
Total Price 9,860 93,280 80,550 93,720 17,400 14,030 308,840 55,000 2,750 0 4,800 20,202 391,592 Labor
WWTF Conceptual Design and Engineering Report
City of Twentynine Palms
Fee Estimate
Total Fee $
Subtotal
Total Labor
Hours
Total Labor
Fee
Subconsultants ODCs Travel
Subconsultant & Expenses

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CITY OF TWENTYNINE PALMS

REQUEST FOR

STATEMENT OF QUALIFICATIONS
FOR

WASTEWATER TREATMENT FACILITY
30% ENGINEERING AND DESIGN SERVICES
DUE DATE: 5:00 PM on May 12, 2022

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WWTF 30% Engineering and Design SOQ
1 I. INTRODUCTION
The City of Twentynine Palms (City) is seeking qualified firms (Consultant) to submit their Statement of Qualifications (SOQ) for providing engineering services for a 30% design and bridging documents for a new __ MGD City Wastewater Treatment Facility (WWTF) to be used for a State Grant Funding application. Should the City be successful in receiving grant funding, the City will then utilize these 30% documents for a design-build delivery and not a design-bid-build delivery, under a separate contract.

II. BACKGROUND
Incorporated on November 23, 1987, the City of Twentynine Palms encompasses 53.75 square miles and has grown from a population of 11,000 at incorporation to nearly 30,000 today. Twentynine Palms serves as a gateway community to the nearly 800,000-acre Joshua Tree National Park on the south and the 1,100-square-mile Marine Air Ground Task Force Training Command, Marine Corps Air Ground Combat Center (MCAGCC) on the north, as well as the Mojave National Preserve, Amboy Crater, Route 66, and other desert destinations.

Wastewater generated in the City is generally treated utilizing individual on-site septic tanks with leach fields or seepage pits. Exceptions to individual septic tank treatment include the Mainside area of MCAGCC and some of the new subdivisions and businesses which contain on-site wastewater collection and treatment systems. The City is concentrated around commercial areas which run along State Highway 62, also known as Twentynine Palms Highway, and Adobe Road, which runs north to MCAGCC. These areas contain the majority of multifamily and relatively dense single family land uses. Less dense single family and rural development are located in the majority of the remainder of the City. As population growth continues and more lands are urbanized, water usage, and therefore, septic loading within the City is anticipated to increase.

Given that groundwater is currently the area’s only source of water supply, understanding the potential effects of growth on water use and sewer loadings to the groundwater is very important. To this end, the City and the Twentynine Palms Water District (District) prepared a Salt and Nutrient Management Plan (SNMP) and Wastewater Master Plan (WWMP) in 2014 to address the long-term potential impacts to groundwater quality from the continued use of septic systems and identify City-wide collection and treatment system alternatives to address these potential impacts. A copy of the WWMP and SNMP combined document can be found on the City’s website at www.ci.twentyninepalms.ca.us.

As the population in the area continues to grow, more land is being urbanized, resulting in water usage and septic loading increase. The creation of a regional wastewater collection system and wastewater treatment facility will ensure the City’s residents are equipped with lasting, sustainable, basic infrastructure, while also removing a barrier for future

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WWTF 30% Engineering and Design SOQ
2 growth within the City. Recently, the City has taken action to begin the process of providing this critical infrastructure.

The City received State grant funding for the preparation of a feasibility study, preliminary design, environmental study and financial analysis for a regional wastewater collection system. The City has retained NV5 to prepare the feasibility and preliminary design, and Terra Nova to prepare the environmental document. In addition, the City has partnered with the United States Geological Survey (USGS) to study the City’s groundwater and impacts of septic tanks.

The City intends to further pursue available State funding resources. In November 2022, a $350 million State grant to fund septic to sewer conversions for Disadvantaged Communities (DAC) will open with applications accepted through March 2023. If successful, construction must commence by June 2024 and be completed by June 2026.

In order to pursue this grant opportunity, the City is requesting professional engineering services for a 30% design and bridging documents for a new City Wastewater Treatment Facility (WWTF) that will be used for this State Grant Funding application.

III. DESCRIPTION OF SERVICES
The City seeks professionals with expertise in performing the services described herein.

Qualified firms shall demonstrate experience in providing wastewater treatment planning and design services for projects similar in nature to this project. These services may include, but not be limited to, the following:

1. Project Management and Meetings. Overall project management and supervision of the Consultant staff; coordination with City and affected regulatory agencies and utility companies; establish and maintain the project schedule; schedule and conduct periodic review meetings; and review and maintain the project budget.

2. Feasibility Study. Utilizing the Twentynine Palms Sewer Feasibility Study being prepared by NV5, analyze the two to three alternative sites that will be recommended for siting the WWTF. Although sites have not yet been selected, it should be assumed that the WWTF will be located near the north City Boundary adjacent to the MCAGCC. The Feasibility Study will also include an analysis and recommendation of treatment plant processes and effluent disposal options. Final flow data including flow constituents will be provided by the NV5 Feasibility Study.

3. Engineer’s Report and Report of Waste Discharge. Based on the recommendation of the Consultant’s feasibility Study, and after approval by the City, prepare an Engineer’s Report in accordance with the RWQCB Water Qualify Plan for the Colorado River Basin.

The report will describe the proposed system, method of treatment and method of effluent disposal. Respond to comments from RWQCB and prepare final report.

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WWTF 30% Engineering and Design SOQ
3 4. Site Plan and Geotechnical Investigations. Conduct a topographic survey of the site and conduct all geotechnical investigations, testing, reports, etc., as necessary for the design of the WWTF.

5. Wastewater Treatment Facility 30% Design and Bridging Documents. Prepare the 30% design and bridging documents of the new WWTF including all civil, mechanical, electrical, architectural and process. Contact all required utility agencies to determine availability and service constraints (sewer line POC to be provided by NV5).

6. Grant Assistance. Although the preparation of the grant application is not part of this scope, the Consultant will assist by providing to the City’s Grant Consultant the necessary information and documentation, including Opinion of Probable Costs, for the grant application submittal.

7. Owners Representative. Should the City be successful in receiving a grant award, the City may, at its discretion, enter into an amendment to the contract with Consultant to serve as the City’s Representative during final design, permitting and construction of the WWTF.

IV. SERVICES NOT INCLUDED
The following services will be provided by the City and are not being requested in the Consultant’s SOQ:
• Grant application preparation with exception of work required in Paragraph III (6) above.
• Final design and construction documents beyond that required of the 30% design and bridging documents.
• Environmental documents and clearance (CEQA).

V. ANTICIPATED SCHEDULE
Action Date

1. Issue Request for SOQ April 14, 2022

2. Deadline to submit questions May 5, 2022

3. SOQ due date May 12, 2022

4. Complete review of SOQs May 19, 2022

5. Conduct interviews (IF REQUIRED) May 23-26, 2022

6. Consultant selection/conduct negotiations May 31-June 9, 2022

7. Award contract June 21, 2022

8. Complete Feasibility Study September 29, 2022

9. Complete 30% design and bridging documents February 15, 2023

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WWTF 30% Engineering and Design SOQ
4 The City understands that the RWQCB approval of the Engineer’s Report and Report of Waste Discharge will occur after the required completion date of the 30% design and bridging documents. It is anticipated that the Consultant’s scope will extend beyond the submittal date of the 30% package until final approval of the Engineer’s Report by the RWQCB.

VI. STATEMENT OF QUALIFICATIONS REQUIREMENTS
SOQs are to be prepared in such a way as to provide a straightforward, concise description of capabilities to satisfy the requirements of the Request for SOQs. Emphasis should be concentrated on the responsiveness to the Request for SOQs requirements, and on completeness and clarity of content. SOQs should contain no more than ten (10) single sided pages, excluding the cover letter, exhibits, resumes, and wage schedule. The City is not expecting elaborate qualifications with expensive graphics, etc.; rather a concise, direct response to the Request for SOQs.

The SOQ shall include the following:

1. Cover Letter. The Cover Letter shall be on company letterhead, signed by a duly authorized officer, employee, or agent of the Consultant. The Cover Letter shall include a statement that the Qualifications are being submitted as a response to this SOQ; an introduction of the Consultant including legal name, address and telephone number of office headquarters and the local office where work will be performed; the type of business entity [sole proprietor, partnership, or corporation (including state of incorporation)]; and date founded.

2. Project Understanding/Approach. Describe the Consultant’s understanding of the issues and complexities involved in this type of project and a general description of how the Consultant’s team will address these items to ensure successful completion of the tasks required.

3. Qualifications. Describe the overall capabilities of the Consultant’s organization and sub-consultants. Include a brief summary of the firm’s history, top level management and ability of persons assigned to perform the work. Include a description of the services provided, how these services are similar in nature to the work being requested, and experience in San Bernardino County and with the Colorado Regional Water Quality Control Board.

4. Consultant Team. Identify the project manager, principal staff and support staff who will be performing the work required. Include an organizational chart (include subconsultants). Provide a work history résumé for each of the key personnel, including applicable training, licensing, and/or certifications, descriptions of projects worked upon, dates, project costs, and duties performed by the individual on the projects.

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WWTF 30% Engineering and Design SOQ
5 5. References. Provide a minimum of three (3) references of recent projects where the Consultant provided services similar to the Project. Provide a short description of the work performed, dates of service, names, addresses, telephone numbers, e-mail, locations, remedies, and contract amount. Provide the same information for any subconsultant(s) used.

6. Sub-Consultants. If sub-consultant(s) are proposed, provide the name, address and telephone number of the sub-consultant and the type of work to be performed. Submit the name(s) of specific staff to be assigned to this project. Provide a work history résumé for each of the key personnel, including applicable training, licensing, and/or certifications, descriptions of projects worked upon, dates, project costs, and duties performed by the individual on the projects.

7. Hourly Rate Schedule. Include the Consultant’s and sub-consultant(s) Hourly Rate Schedule for any and all personnel positions that may be involved in this Project.

VII. RFQ ADDENDA
The City may determine it is necessary to revise any part of this solicitation. Revisions will be made by written addenda and posted on the City’s website, www.ci.twentyninepalms.ca.us under _________. Consultants may also contact Mike Podegracz at the contact information listed in Paragraph VIII to determine whether an addenda has been issues.

VIII. STATEMENT OF QUALIFICATIONS SUBMISSION
The deadline for submitting a SOQ is 5:00 pm on May 12, 2022. Any SOQs received after this time will be returned unopened.

Submit Five (5) copies of the Statement of Qualifications, including the Hourly Rate Schedule, in sealed envelopes/packages and shall be clearly marked STATEMENT OF QUALIFICATIONS FOR WASTEWATER TREATMENT FACILITY 30% ENGINEERING AND DESIGN SERVICES. The envelopes/packages, which states the Consultant’s name and address, and shall be clearly addressed as follows:

City of Twentynine Palms
Attn: Frank Luckino, City Manager
6136 Adobe Road
Twentynine Palms, CA 92277
SOQs will be rejected if not addressed and packaged as indicated above. Faxed or emailed SOQS will not be accepted.

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WWTF 30% Engineering and Design SOQ
6 IX. CONTACT INFORMATION
The City contact for this Request for SOQ is Mr. Mike Podegracz, Project Manager, Charles Abbott Associates, Inc., and is the sole point of contact for this procurement. Mr.

Podegracz can be reached via e-mail at [email protected]. or by phone at (949) 421- 8447. Questions will be accepted up to seven (7) calendar days from the due date of the SOQ submission.

X. SELECTION PROCESS

1. A selection committee will evaluate the SOQs submitted and rank each firm's SOQ based on the criteria and scoring identified below. Based upon this evaluation, the City may invite the top two to four highest ranked firms to an oral interview to further discuss their approaches and qualifications to perform the requested services for this Project.

2. After completion of the evaluation process, the City will determine a top ranked firm and will enter into contract negotiations with the top-ranked firm. The negotiations will include the development of a detailed Scope of Work. Upon completion of the Scope of Work, the City and Consultant will negotiate a Fee for providing the services.

3. The City may choose to start negotiations with the top-ranked firm (determined solely on submitted SOQ) without further evaluation or oral interviews. If negotiations with the top-ranked firm are unsuccessful, the City will terminate these negotiations and undertake new negotiations with the second-ranked firm. If the new negotiations fail, the process will be repeated until a contract is negotiated successfully. City staff will make recommendations to the City Council, which reserves the right to reject any or all SOQs. The selection process will be completed when a contract is executed.

4. The City reserves the right to select a Consultant that it deems best qualified to perform this work. Upon completion of contact negotiations, the selected Consultant shall execute a Professional Services Agreement (a copy is attached to this Request for SOQ).

XI. ADDITIONAL INFORMATION

1. The City will not be liable for any costs incurred in the preparation of SOQs or incidental to the preparation and presentation of qualifications, orally or in writing. All costs for Criteria Max. Score
A. Project Understanding/Approach 15
B. Consultant’s Qualifications/Experience 30
C. Key Staff Qualification/Experience 40
D. Regional Experience 15
Total Maximum Score 100

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WWTF 30% Engineering and Design SOQ
7 preparation, submission of SOQs, submission of additional information, deliver, and/or any other aspect of the SOQ incurred by the Consultant are the sole responsibility of the Consultant.

2. All SOQs and materials submitted become the property of the City. All SOQs received are subject the “California Public Records Act” (found at Government Code sections 6250 et seq.). If any Consultant’s response contains trade secrets, or other information which is proprietary by law, that Consultant must notify the City of its request to keep said information confidential. This request must be made in writing and attached to the cover letter. The proprietary or confidential data shall be readily separable from the response in order to facilitate eventual public inspection of the non-confidential portion of the response. If a public records request is made to the City relative to the Consultant’s response, the City will review the Consultant’s request for confidentiality and notify the Proposer in writing of its decision as to whether confidentiality can be maintained under law.

3. The Consultant shall provide the City with any additional information the City deems necessary to accurately determine ability to perform services proposed. During evaluation and selection, the City may conduct any reasonable inquiry from any and all sources concerning the SOQ, including reference verification to determine the responsibility of the Consultant. Furthermore, submission of a SOQ constitutes permission by the Consultant for the City to verify all information contained therein.

Failure to comply with any request for additional information may disqualify the Consultant from further consideration. Such additional information may include evidence of financial ability to perform.

4. The Request for Statement of Qualifications does not commit the City to enter into an Agreement with any Consultant. The City makes no representation that any Agreement will be awarded. The City may re-issue the SOQ at any time for any reason at its sole discretion. In the event of award, the City makes no guarantee to expend any agreement amount to its maximum. Award of an Agreement will require City Council authorization. In the event the selected consultant is unable to perform the services for any reason or is dismissed from the project, the City may select another consultant from this SOQ solicitation.

Attachments:

1. Professional Services Agreement

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Wastewater Treatment Facility
30% Engineering and Design Services

PREPARED FOR CITY OF TWENTYNINE PALMS

STATEMENT OF QUALIFICATIONS
MAY 2022

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5355 Mira Sorrento Place, Suite 270, San Diego, California 92121 P. 858.505.1020 F. 858.505.1015
May 12, 2022
Frank Luckino, City Manager
City of Twentynine Palms
6136 Adobe Road
Twentynine Palms, CA 92277
Subject: Statement of Qualifications to Provide Engineering Services for Wastewater Treatment Facility 30% Engineering and Design Services Dear Mr. Luckino:

The City of Twentynine Palms (City) has taken on a visionary program to address the long-term potential impacts of the continued use of septic systems on groundwater quality and the economic viability of the City. A program has been identified to convert the City from individual septic systems to a “centralized” collection and treatment system. The implementation of such a program would be a “game changer” for the City’s future and provide lasting and sustainable infrastructure for many generations.

However, the implementation of such a program is expensive and not easy, particularly for a disadvantaged community like Twentynine Palms. It will require significant outside funding assistance, strategic community outreach, and unwavering political will to make it happen. It will also require a consultant partner who has successfully completed similar projects (particularly in the High Desert region) to provide guidance for how to most efficiently, and cost effectively, implement the project…Carollo is that consultant partner.

Based on our discussions with the City, and our experience on similar projects in disadvantaged communities (Los Osos and Yucca Valley), we have developed a theme for your project that we have embraced as our rally call in helping deliver your program. That theme is:
“Focus on the Grant…Then Build the Plant”
What we mean by this is that the future of the septic-to-sewer conversion program will rely on the City’s ability to receive significant funding assistance…potentially up to 70-80% of the total project costs (on a $100M+ project). As such, we will focus our initial energy in this phase of the project on developing a centralized wastewater system Feasibility Study that supports the upcoming State grant application in a way that is most compelling for the State to recognize the multiple benefits it provides to the community. Once a grant is awarded, we can set our sights on assisting the City in procuring a Design-Build team(s) to begin bringing this program to fruition.

You will read in our proposal about three significant characteristics of the Carollo team that differentiate us from other firms and makes us the “right fit” to work with the City on this project. Those characteristics are:

1. Unmatched Project Experience – The Carollo team brings relevant High Desert regional septic-to-sewer project experience, industry-leading WWTF design experience (for both traditional and alternative delivery procurements), and funding assistance knowledge invaluable to the City.

Carollo Engineers, Inc. (Carollo) is pleased
to submit our qualifications in response to
the City of Twentynine Palms Request for
Statement of Qualifications for Wastewater
Treatment Facility 30% Engineering and
Design Services.

Legal Name and Address
Carollo Engineers, Inc.
2795 Mitchell Drive
Walnut Creek, CA 94598-1601
P: (925) 932-1710
Office Where Work Will Be Performed
San Diego Office
5355 Mira Sorrento Place, Suite 270,
San Diego, CA 92121
P: (858) 505-1020
Type of Business Entity
In 2010, Carollo converted to a corporation
in Delaware.

Date Firm Established – 1933

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Frank Luckino, City Manager
City of Twentynine Palms
May 12, 2022

Page 2 ends

2. Cohesive Project Team – Key members of this team has worked on septic-to-sewer projects, and have worked together on those projects. This is a team that knows these projects, the High Desert region, and how to perform WWTF designs; this will result in an efficient and cohesive project delivery for the City.

3. Focused Approach – We have listened to your concerns regarding the limited resources of a disadvantaged community and have suggestions for a streamlined project approach that will prioritize the most important tasks to maximize your opportunity for a grant award.

Focused Approach
Knowing the priorities for the State grant application, we have identified a number of “focused-approach” suggestions to maximize your efficiency in this phase of work for your consideration. These suggestions include:

We look forward to working closely with the City and its consultants to make this visionary program a reality. It is not often one gets the opportunity to immediately leverage its experience on a significant, similar project as we have here with the HDWD project and the City’s project. That experience plus our Los Osos experience, our collaborative and design savvy team, and our grant-focused approach will bring significant benefits to the City.

We look forward to further discussing our qualifications for working with you to make this project a reality. In the meantime, if there is anything else you need, please don’t hesitate to ask.

Sincerely,
CAROLLO ENGINEERS, INC.

Louis J. Carella Andrew Frost
Principal-in-Charge Project Manager
Maintain a lean, but experienced project team.
Utilize as much of the HDWD WWTF design concepts as possible (there are many benefits to considering a WWTF similar to HDWD, including streamlining the design and potentially sharing of operations staff in the future) Focus on the “required” grant technical elements and potentially deferring tasks such as the geotechnical investigation and detailed survey until after the grant has been awarded. Consider project phasing scenarios to maintain project “affordability” (it will still be expensive even with grants). Utilize previous successfully applied bridging documents for the City’s Design-Build procurement. Take advantage of our collection system design experience to potentially value engineer the NV5 collection system design (or at the very least maximize the efficiency of the integration of the two designs). Assist the City in anticipating community concerns for the cost and future construction disruptions of the project (staying out in front of the community concerns saves dollars at every phase of the project). Commit to the September 29, 2022 Feasibility Study completion date (14 weeks from NTP) to put the City at the front of the line with its November 1, 2022 State grant application.

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Currently, the City relies on groundwater for its potable water supply, and individual septic tanks for the majority of its wastewater disposal. As the City has continued
to grow and expand, its current process of treating
wastewater using individual septic tanks poses a threat to the overall growth of the City and potential detriment to the vital groundwater in the region. For this reason, the City is undertaking the formation of critical sewer infrastructure to include a new sewer collection system and centralized Wastewater Treatment Facility (WWTF).

A centralized sewer system will remove a main barrier for continued growth in the City while providing long term
protection for the groundwater supply that will be vital for servicing the expanded growth.

This program is a large undertaking for the City, and it is important that the right resources are focused in the right areas to maximize the City’s opportunity to achieve the highest funding levels available and to lower the cost to the residents of Twentynine Palms. Achieving this goal
will require a consultant partner who has successfully
implemented similarly complex centralized sewer
projects in the past. Carollo is that consultant. Carollo has direct recent relevant experience in the High Desert region, and is an industry leader in planning, design,
program management, and funding of wastewater
treatment systems. Based on our discussions with City
staff the City has identified three primary goals for this phase of the project: 1) Secure the maximum funding level possible, 2) Produce an engineer's report and technical documents required to support the funding submittal,
and 3) Develop 30% plans and bridging documents for
a Design-Build procurement.

FOCUS ON THE GRANT, TO PAVE

THE WAY FOR THE PLANT
Securing additional grant funding is the number one
priority for this next phase of the project. The SRF
funding process for small, disadvantaged communities
operates on a rolling first come, first served basis, so it is important to submit a competitive application as quickly as possible. Carollo understands the requirements for this grant submittal and can work directly with the City and its consultants to provide the appropriate level of general, technical, environmental, and financial information to
set the grant submittal up for a successful application.

Carollo’s support to the City will consist of developing the right information in the Feasibility Study to yield an early, focused successful application. Our grant specialist Seema Chavan has done this dozens of times and
secured over $800 million in funding for similar projects, including the Hi-Desert Collection System. We have
been through this process before and know the correct
questions to ask and technical information to provide.

The grant application will consist of four total components – general, technical, environmental, and financial
packages. Each package will focus on a different

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// PROJECT UNDERSTANDING / APPROACH
CITY OF TWENTYNINE PALMS // WASTEWATER TREATMENT FACILITY 30% ENGINEERING AND DESIGN SERVICES CAROLLO // QUALIFICATIONS // MAY 2022
\\Io-bd-1\bd-data\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Indd\01-Project Understanding-Approach 2 key element of the City’s project and provide certain information for the agencies to understand and approve
the project. Each package is an important piece of
a complete grant application; however, they do not need to be submitted together. The first and most critical piece to submit is the general application. We know the City
has already been in contact with the funding agencies,
but submittal of the general application will kickoff the overall funding process and get the City to the front of the queue. Basic information regarding the overall project, collection system, and treatment plant must be submitted with the general application, and Carollo can immediately begin to help the City identify this information. On
the next page, we have outlined a project workflow
diagram, that outlines how we think the City can progress through the initial project phases to submit a complete, competitive application quickly and move onto future
project phases once project funding has been secured.

Step 1: Lay the Foundation of your WWTF
Carollo will begin by reviewing and building off of work already performed by the City's current consultant
teams. The existing sewer master plan, Salt and Nutrient Management Plan, and feasibility study will be important building blocks for the future system. As Carollo
moves forward, we have identified five key decisions
surrounding the WWTF, the results of which will lay the foundation for a successful project.

Carollo can help the City answer these questions by
quickly outlining pros and cons of different site locations, treatment methods, and disposal options. We can provide direct examples from past clients and WWTFs on how
they have handled these issues, and work with the City
and the Twentynine Palms Water District to determine
the best options for your project. These decisions will be facilitated by workshop type meetings. These workshops
will allow Carollo to put our technical experts front and center with project stakeholders and decision makers to review information and options in real time. This will allow the City and the project team to make the right
decisions quickly, facilitating the prompt submittal of a grant package.

Step 2: Present the Foundation and
Document the Plans
Once the City has made the key decisions required in the initial planning stage, work can begin in earnest on the technical documents required for the grant application
package. This work will be critical to support the
Technical Package requirement of the grant application, and Carollo will combine information from the past master plan, feasibility study, and Step 1 to form a comprehensive feasibility study that meets the requirements of the
grant application package. This report will focus on the key components of the grant application project report
format, while leaving other non-requested details for later (as appropriate). The planned feasibility study will include:

Five Key Decisions for the WWTF
Confirming flow and loading - How big is the plant?
Site selection - Where does the plant go?
Process selection - How does the City treat the flow?
Disposal options - What to do with remaining water?
Solids handling - What to do with remaining solids?
Feasibility Study Outline
Project Area – Vicinity, land use,
population, etc.
Wastewater Characteristics and Water
Quality – Sources of flow, influent
and effluent characteristics, treatment
regulations, etc.
Treatment Objectives for Discharge or
Reuse – Reason for project, performance
requirements for effluent, projected
flow rates, etc.
Project Alternative Analysis –
Alternative analysis, design criteria, and
alternative comparison.
Selected Project – Description of
recommended project, planned
processes, life-cycle costs, and schedule.

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// EXHIBIT A
CITY OF TWENTYNINE PALMS // WASTEWATER TREATMENT FACILITY 30% ENGINEERING AND DESIGN SERVICES CAROLLO // QUALIFICATIONS // MAY 2022
\\Io-bd-1\bd-data\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Indd\01-Project Understanding-Approach June 21, 2022 Sept 29, 2022 Nov 2022 Feb 15, 2023 2024 2026 20ctp0522-pf1
FOCUS ON THE GRANT... THEN BUILD THE PLANT
WWTF
WWTF
MP (201)
Grant
Approval Yes
Collection
System
USGS
Studies
Enviro
Studies
Feasibility
Study
(Project
Report)
Bridging
Docs
30%
Design
Engineers
Report
State Grant
Application
By Others
Feasibility
Study
By Others
Final
Design
Final
Design
Begin
Construction
Start-Up
Commissioning

1. Confirm Flow Loads

2. Site Selection

3. Process Selection

4. Disposal Options

5. Solids Management

KEY DECISIONS

STEP TWO STEP THREE
Initial planning stage will outline critical decisions
regarding the WWTF, its processes, and location. These
decisions will dictate everything from costs to stang
levels in the future operation of your system and are the critical foundation blocks of a successful WWTF.

Creation of the project report to document
the preferred project, key decisions, and
anticipated costs and schedule. This step will
also include providing support to the City's
grant preparation consultant for other
packages as requested or required.

We will initiate our work on the 30% design immediately after the Grant application is submitted, however, it
is uncertain how much budget will be available to
complete this eort in this initial phase of work.

General
Application
Submittal
Lorem ipsum

STEP ONE
Exhibit A: Focus on the Grant...Then Build the Plant

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Example Table of Contents for
Project Technical Requirements
1.0 Introduction
» 1.1 Purpose
» 1.2 Project Background
» 1.3 Schedule and Budget
2.0 Project Site
» 2.1 Location
» 2.2 Existing Conditions
» 2.3 Existing Utilities
» 2.4 Environmental
» 2.5 Geotechnical
» 2.6 Other Reference Docs
3.0 Codes and Standards
» 3.1 Building Codes
» 3.2 Other Codes and Standards
4.0 Design Criteria
» 4.1 Flow Requirements
» 4.2 Raw Wastewater and Effluent Quality
» 4.3 Process Description and Conceptual Site Plan
» 4.4 Preliminary Operations Approach
» 4.5 Process Design Criteria
Step 3: Build the Plant
After the State grant application is submitted, Carollo can begin work on the formal 30% design and bridging
documents. These documents will be used in the
procurement process to select a Design Builder who
will complete the design and construction of the WWTF.

This is a task Carollo has extensive experience
completing, having just done similar work for Hi-Desert Water District in Yucca Valley and the County of San Luis Obispo in Los Osos. We understand the level of detail
that needs to go into a 30% design that will provide
sufficient detail so the City gets the WWTF they want
while providing leeway to the DB team where
appropriate to keep prices competitive.

Through the process to complete the 30% design and
bridging documents, Carollo experts in WWTF design
and DB procurement will work with the City to identify
preliminary information on the future facilities and
contracting details. Much like the initial design stages, Carollo will provide past examples of solutions and setups that have worked well for previous clients and facilities.

Carollo can facilitate tours of neighboring systems, like Hi-Desert or Victor Valley, to show the City staff first hand the process and O & M that will come with your new
WWTF. Where appropriate, we can model the City's new
WWTF after these existing facilities to provide synergies for O & M such as staff training, chemical usage,
spare parts, etc.

While the City has been clear that
the WWTF will be delivered in a
design-build approach, it would be
worth having a conversation about
whether this would be a Progressive
Design-Build procurement (more
control but less early cost certainty)
vs. Fixed Price Design-Build
procurement (less control but
early cost certainty).

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// QUALIFICATIONS
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\\Io-bd-1\bd-data\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Indd\02-Qualifications Qualifications
The “right fit” for the City. At Carollo, water and wastewater projects are all we’ve done for the past 89 years. Our focus solely on water has allowed us to prioritize the important things that are critical to solving our clients water and wastewater issues including hiring the best water talent, leading the way with the most recent water technologies, and playing key roles in framing and tracking water regulations.

FIRM'S HISTORY
With a history spanning 89 years, Carollo is the largest consulting firm in the United States that focuses
exclusively on water and wastewater planning, design,
and construction of treatment facilities and related
infrastructure. We have earned our reputation based on
superior client service and our commitment to quality.

In fact, more than 80 percent of our work comes from
repeat clients. These long-term relationships reflect
the quality of our services and our ability to meet or
exceed expectations.

Carollo is a privately held environmental engineering firm specializing in the planning, design, and construction of water and wastewater facilities. We maintain more than
1,200 employees in 50 offices throughout the United
States, and 11 offices in California.

Overall Capabilities
Carollo has successfully completed more than
29,000 projects for public sector clients. Our singular commitment to the water industry is reflected in our
standing as the largest engineering firm in the U.S.
focusing exclusively on water/wastewater by Engineering News-Record (ENR). Over the decades, this focus has
opened the door to the very best talent in the industry, allowing Carollo to deliver innovative water solutions
and unparalleled service to our clients. While we are a national firm, we pride ourselves in our commitment to
our clients on a regional and community level.

Ownership/Top Level Management
Carollo is a privately held S-corporation led by President and Chief Executive Officer B. Narayanan and a Board of Directors. All board members are experienced water and
wastewater engineers who continue to deliver projects
while serving on the board.

Unmatched Wastewater Expertise
We have had the privilege of successfully completing
major capital projects for a wide range of wastewater
treatment facilities throughout the United States.

Our wastewater treatment plant planning and design
experience is inclusive of all engineering disciplines and represents wastewater programs with values well over
$2 billion and treatment capacities from less than 1 to over 450 mgd. Wastewater treatment projects planned
and designed by Carollo include elements similar to
the work the City requires, including:

Wastewater Planning and Design
Our planners and designers have addressed process
reliability, flexibility, and operational issues, as well as provided cost-effective solutions that utilize existing facilities to the greatest extent possible and limit
treatment alternatives to the most reliable and easyto-implement options.

Collection System Review
Carollo is a leader in collection system master planning because we take a comprehensive approach to collection
system challenges. Our team understands how to
evaluate existing collection system infrastructure in
GIS, in the field, and in the hydraulic model.

Funding Assistance
Carollo has helped clients obtain over $500M in grants
and low-interest loans from federal, state, and local
programs over the last 5 years. Our integrated approach allows our clients’ projects to qualify for a majority of funding opportunities, specific to their projects, without retroactively adjusting their project goals and intentions to meet a project budget with funding hold-ups.

Preparation of Procurement Documents
The procurement documents and procurement process
are the foundation for completing a design-build project successfully. Carollo offers the City a team that is leading the industry in GMP-based (i.e., PDB) procurement
experience, and that can bring your project our lessons RANKED
Carollo ranks number one
among all design firms who work solely
in water/wastewater, based on ENR’s
“Top 500 Design Firms” ranking.

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// QUALIFICATIONS
5CITY OF TWENTYNINE PALMS // WASTEWATER TREATMENT FACILITY 30% ENGINEERING AND DESIGN SERVICES CAROLLO // QUALIFICATIONS // MAY 2022
\\Io-bd-1\bd-data\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Indd\02-Qualifications …I cannot stress enough how refreshing
it is to sit with a group of engineers of
your experience that are so open and
understanding when it comes to everyone’s
opinion–especially from the operational side
of things…I believe that this whole process,
from conception to the execution of today’s
efforts, were well managed and made each
stakeholder, guest, and member of District
staff feel as though they were a contributing
member of the team; just as it should be.

I look forward to the next step as we
approach this huge milestone; and can
say without a doubt that I am glad you’re
on our side!”
—Mark Ban, Former Director of Operations,
Hi-Desert Water District, CA
21ctp0522-pf7-CA map.ai
Carollo’s Relevant Experience
in California
CASE STUDY:

The Hi-Desert Water District is a special district formed by the community to oversee water service in Yucca Valley, the unincorporated section of San Bernardino County,
and Yucca Mesa.

Carollo served as the Hi-Desert Water District’s owner’s representative and project manager for a $150 million septic to sewer conversion project. The scope of the project included 77 miles of collection system piping, three lift stations, and a

1.6 mgd wastewater reclamation.

Carollo’s responsibilities included serving as an extension of District project management staff, working closely with both District staff and the District’s consultant(s) to deliver a quality project. We were the “technical eyes and ears” of the District to deliver 1) a technically sound design, 2) compliance with the contract requirements, 3) coordination with other related District activities/ projects, and 4) communication of project progress.

Carollo helped the District secure over $140 million of SRF funding for construction of the new wastewater reclamation facility, lift stations, and collection system to augment grant funding for the project.

Projects in San Bernardino County
LEGEND
| Carollo has delivered more
than 100 WWTP designs
and upgrade projects
throughout California
learned, best practices, and proven documentation to
assist you through procurement, negotiations, and contract management. Team members Jason Garside and Scott
Vanier were leading contributors in the development of
the Water DB Council's PDB Procurement Guidelines.

Previous Project Experience in
San Bernardino County and with the
Colorado River Basin Regional Water
Quality Control Board
Carollo has an extensive work history with clients
in San Bernardino County, including:
City of San Bernardino.
San Bernardino Municipal Water Department.
San Bernardino Board of Water Commissioners.
San Bernardino Valley Municipal Water District.
County of San Bernardino.
Victor Valley Wastewater Reclamation Authority.

Our work with the Colorado River Basin Regional Water
Quality Control Board includes several projects for the Hi-Desert Water District. Team member Seema Chavan led
the Water SMART: Title XVI Water Reclamation and Reuse
Program Funding for the District, which addressed both
Colorado River and California State water requirements.

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// QUALIFICATIONS
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LOS OSOS WASTEWATER PROJECT
San Luis Obispo (SLO) County / Los Osos, CA
The feasibility study identified system configuration options and prioritized alternatives based on beneficial water reuse and seawater intrusion mitigation potential. Design activities included a 1.2-mgd WWTP and solids handling system. SLO County selected an oxidation ditch treatment process with a traditional design-bid-build delivery. Carollo also prepared bridging documents for the collection and disposal systems.

CONTRACT AMOUNT: $6M
WRP OWNER’S REPRESENTATIVE SERVICES
Hi-Desert Water District (HDWD) / Yucca Valley, CA
Carollo, along with our subconsultants, Converse Consultants and Michael Baker International, is serving as the Hi-Desert Water District owner’s representative project manager for a $150-million septic to sewer conversion. The scope of the project includes 77 miles of pipe, three lift stations, and a reclamation facility that will have an ultimate capacity of 1.6 mgd.

HDWD selected a MBR treatment process with design-build procurement for the WWTP and traditional design-bid-build delivery for the collection system.

CONTRACT AMOUNT: $2.7M

TREATMENT PLANTS / SATELLITE MBR
Victor Valley Wastewater Reclamation Authority (VVWRA) / Victorville, CA Carollo provided planning and design services for the Hesperia and Apple Valley subregional MBR and satellite WRPs. The project includes two “greenfield” WRPs—each sized at 1 mgd, expandable to 2 mgd, with ultimate capacity of 4 mgd—plus the Hesperia raw sewage pump station and force main to treat flow from the regional interceptor. VVWRA chose to bundle the construction contract for the two WWTPs under a traditional design-bid-build procurement.

CONTRACT AMOUNT: $66M

CLEAN WATER FACILITY PLAN AND DESIGN
City of Oak Harbor, WA
Carollo provided a siting analysis, facilities planning, design, and construction support services for a greenfield 3.5-mgd (expandable to 6 mgd) MBR treatment facility discharging to Puget Sound. Design elements for the project included a Headworks Facility, an MBR, UV, chemical systems including sodium hypochlorite and caustic soda, and a Solids Handling Facility on a tight site. Carollo designed the Clean Water Facility with extensive public input. Facilities include state-of-the-art odor control, a public meeting space and interpretive center, and redevelopment of the waterfront park. The facility was commissioned in December 2018 and was awarded the American Public Works Association’s National Project of the Year.

CONTRACT AMOUNT: $17.8M

RELEVANT PROJECT EXPERIENCE
Carollo’s local wastewater treatment team has experience with many California utilities. Our design experience incorporates nearly every type of wastewater treatment process, both inside and outside the fence. We have demonstrated our ability to successfully simplify complex technical, regulatory, and institutional issues to produce clear, concise, cost-effective, and implementable recommendations. Some of our recent and local wastewater experience is captured below.

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// CONSULTANT TEAM / SUB-CONSULTANTS
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\\Io-bd-1\bd-data\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Indd\03-ConsultantTeam Consultant Team and Sub-Consultants
A Consultant Team that has Done it Before
Our project team offers a unique combination of septic-to-sewer project experience, significant WWTF design experience, funding application knowledge, and, most importantly, a collaborative approach to implementing big projects.

The success of your project rests in the qualifications, experience, and commitment of your consultant team – a team that you could be partnered with for the next 4 to 5 years. Finding the "right fit" for the City is paramount. The proposed Carollo team is experienced and prepared to work as efficiently as possible for the initial "non-grant funded" phase of work. The Carollo team has worked together on similar projects, offering knowledge of all WWTF processes, and can assist in making your State grant application as competitive as possible.

Our organization chart is provided below, followed
by brief bios for our key staff. Two-page resumes
are included at the end of this section.
21ctp0522-pf2-orgChart-v4.ai
Project Controls
Nicola Fontaine
Project Manager
Andrew Frost
Collection System
Coordination
Miko Aivazian
Project Advisors
Lou Carella
Principal-in-Charge
Karl Hadler
Wastewater Treatment
Scott Vanier
Project Execution
Treatment
Plant
Han Kang
Permitting/
Environmental Assistance
Elisa Garvey
Funding
Assistance
Seema Chavan
Public Outreach
Assistance
Lou Carella
Bridging
Documents
Jason Garside
Project Resources (As Needed):

Engineering Support
Civil Piping - Justin Mercer
Structural - James Doering
EI&C - Kevin Slattery
Mechanical/HVAC - Chad Green
Value Engineering/Cost Control - John Newbrough
Geotechnical - Converse Consultants
Survey - Michael Baker International
Project Controls Support
Cost Validation - Jason Garside
Risk Management - Nicola Fontaine
Scheduling - Nicola Fontaine
PMIS - Dan Baker
Andrew Frost, PE – PROJECT MANAGER
RESPONSIBILITIES: Andrew will be the primary point-of-contact for the City. He will be responsible for all aspects of project delivery, including responsiveness, quality, and timeliness of milestones and deliverables.

VALUE TO THE CITY: Andrew has more than 14 years of experience in civil engineering design and project management, including pipelines, sewer mains, storm drains, potable/recycled water, condition assessment, dry utilities, roadway, grading, and site design, with over a decade of that experience working directly in the High Desert Region on large collection system implementation projects. Specifically, he will bring many lessons learned from his current assignment as project manager for the completion of construction and startup of the Hi-Desert Water District (HDWD) septic-to-sewer project.

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// CONSULTANT TEAM / SUB-CONSULTANTS
8CITY OF TWENTYNINE PALMS // WASTEWATER TREATMENT FACILITY 30% ENGINEERING AND DESIGN SERVICES CAROLLO // QUALIFICATIONS // MAY 2022
\\Io-bd-1\bd-data\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Indd\03-ConsultantTeam Lou
Carella, PE
PRINCIPAL-INCHARGE/

PUBLIC OUTREACH

ASSISTANCE
RESPONSIBILITIES: Lou will confirm
that Carollo resources are available, that
contractual obligations are met, and that our
team provides client service to the City.

VALUE TO THE CITY: Lou, a senior vice
president, has more than 40 years of
water experience and specializes in the
planning and design of large water supply,
treatment, and distribution projects. Lou
served as Project Manager for both the
HDWD and Los Osos septic-to-sewer
projects, as well as other highly-visible
regional projects that required a broad
understanding of project delivery issues,
including project funding, community
outreach, and permitting.

PROPOSED KEY TEAM MEMBERS
Karl
Hadler, PE

WASTEWATER

TREATMENT

PROJECT ADVISOR
RESPONSIBILITIES: Karl will be responsible
for oversight and support of wastewater
treatment design.

VALUE TO THE CITY: Karl has
27 years of experience in water and
wastewater treatment planning, design, and
operation working on plants ranging in size
from 0.3- to more than 100-mgd. Karl was
involved in the Los Osos Wastewater project
from the feasibility study phase through
construction and startup. He also provided
QC on the Hi-Desert feasibility study and
preliminary design. Karl has spent his career
focusing on wastewater treatment and
designing conventional activated sludge
(with BNR), MBR, and oxidation ditch
facilities. As project advisor, he can guide
the team, based on these successful
experiences, to develop the technical
information and options for the City to
make informed decisions and regulatory
stakeholders to support an approvable
grant application.

Han
Kang, PE

TREATMENT PLANT
RESPONSIBILITIES: Han will be responsible
for leading the 30% design of the WWTF,
including identifying treatment options, site
layouts, and disposal options.

VALUE TO THE CITY: Han, an
environmental engineer with
22 years of experience, has provided
engineering design for various treatment
processes, including headworks, tertiary
treatment, effluent pumping, and chemical
feed and support systems. He specializes in
rehabilitation designs for WWTPs and has
successfully managed and delivered several
highly successful WWTP upgrade projects for
major water districts and cities in
Southern California.

Scott
Vanier, PE*

PROJECT

EXECUTION

PROJECT ADVISOR
RESPONSIBILITIES: Scott will be
responsible for oversight and support
of project execution services including
bridging documents and delivery method
consultation.

VALUE TO THE CITY: Scott is a senior
vice president with 25 years of
experience focused exclusively on delivery
of capital projects for large water and
wastewater facilities. He serves as Carollo’s
North American Director of Utility Advisory
Services, with corporate responsibility for all
program management and owner’s advisory
services. As part of his role, Scott has led the
procurement for fixed-price design-build
projects for various wastewater treatment
plant projects ranging in size up to $130M.

Accordingly, he has established several
industry-referenced FPDB procurement
guidelines, including best-practices. He is
currently serving in lead or senior advisory
roles for 18 different programs.

Nicola
Fontaine, PE

PROJECT

CONTROLS
RESPONSIBILITIES: Nicola will be
responsible for project controls including
meeting records, documentation, risk
registers, action items, and maintaining cost
management module.

VALUE TO THE CITY: Nicola is a
principal technologist with 20 years
of experience with an emphasis on project
controls, disinfection, water reuse, and
technology evaluation. Her project controls
experience has ranged from large to small
projects with a wide range of team
members. Careful management of the team,
schedule, budget, and QAQC has been the
key to many successful projects. She has
served as a technologist, project manager,
and engineer supporting a variety of
wastewater, water, and reclaimed water
engineering projects for treatment plant
process planning and design, effluent
handling, and disinfection.

Miko
Aivazian, PE

COLLECTION
SYSTEM

COORDINATION
RESPONSIBILITIES: Miko will be
responsible for coordinating with the
pipeline design team and coordinating
POC, sizing, and hydraulic information.

VALUE TO THE CITY: Miko has
more than 33 years of experience
in marketing, planning, design, and
construction of facilities for environmental,
industrial, and commercial projects. He has
been involved as a senior project manager,
client manager, or engineer for water/
wastewater projects, including planning,
study, design and construction
management of pumping stations,
reservoirs, pipelines, and wastewater
treatment plants.
* Registered in a state outside of California

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PROPOSED KEY TEAM MEMBERS
Hashmi Quazi, PhD, PE, GE
VALUE TO THE CITY:

Dr. Quazi has over 35 years of overall experience and has decades of experience working with the City of Ontario providing geotechnical engineering services. In his capacity as Principal in Charge/Project Manager, Dr. Quazi provides quality control, budget oversight, and technical assistance on various types of projects, including storm drains, pipelines, water basins, reservoirs, and other related studies.

SUB-CONSULTANTS
Elisa Garvey,
PhD, PE

PERMITTING/

ENVIRONMENTAL

ASSISTANCE
RESPONSIBILITIES: Elisa will be
responsible for support of permitting
and environmental activities.

VALUE TO THE CITY: Elisa has
20 years of experience, including water
resources management, water quality
assessments, regulatory and permitting
support, master planning, and monitoring
plan development/implementation. She is
also currently managing a $5M study for a
confidential client that involves coordination
with 12 partnering agencies and four
subconsultants.

Seema
Chavan, PE

FUNDING

ASSISTANCE
RESPONSIBILITIES: Seema will be
responsible for funding assistance with the
SRF applications, and review of the technical
project reports and grant packages.

VALUE TO THE CITY: Seema, Carollo’s
National Strategic Funding Leader,
brings over 20 years of experience to the
project. Her work focuses on identifying and
securing local, state, and federal low-interest
loan/grant funding for infrastructure projects;
developing strategic funding plans; assisting
with compliance requirements; and reporting.

Over the past 7 years, Seema has helped
secure over $800 million in low-interest loans
and grants nationwide.

Jason
Garside, PE

BRIDGING

DOCUMENTS
RESPONSIBILITIES: Jason will be
responsible for leading the development of
bridging documents for DB procurement.

VALUE TO THE CITY: Jason is a vice
president within Carollo’s Utility
Advisory Services Group, serving as the
Project Delivery Manager. He has 26 years
of experience performing program
management/owner advisor services for
water and wastewater clients and providing
expertise in alternative project delivery.

Jason has assisted clients deliver over 20
design-build projects within the last 10 years,
including the management of design-build
planning, procurement and bridging
document development.

GEOTECHNICAL
Converse Consultants provides services in the areas of geotechnical engineering; environmental sciences; water resources; soils and material testing during construction; and laboratory material testing.

Converse, an MBE/SBE and an employee-owned C-Corporation, has been providing consulting services in Southern California for over 75 years. Converse has extensive experience working on water treatment plants, water pipelines, sewer pipelines, storm drains, pump stations, reservoirs, and other related projects.
2021 Rancho Drive, Ste 1, Redlands, CA 92373
Phone: 909-796-0544
75-410 Gerald Ford Drive, Ste 100, Palm Desert, CA 92211 Phone: 760-341-6110
SURVEY
Michael Baker International, Inc., is a full-service, private corporation that provides planning, engineering, surveying, construction management, surface water, and related professional services.

Established in 1940, the firm’s services include survey and right-of-way mapping, transportation planning and engineering, traffic engineering, civil and structural engineering, Geographic Information Technology, mechanical and electrical engineering, surface water and wastewater engineering, environmental planning; land use planning and urban design; and other services.

Christopher Alberts, PLS
VALUE TO THE CITY:

Christopher has over 26 years of experience in the Land Surveying practice, currently responsible for all field and office operations. He has broad knowledge of title research, easement rights, map preparation, including right-of-way documents, legal descriptions, and tentative and final maps. Christopher's experience includes ALTA surveys, boundary, topographic, subdivision, control, monitoring, 3D modeling and construction surveys.

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\FrostAndrew.docx Education
MBA Business
Administration, San
Diego State University,
2012
BS Civil Engineering, San
Diego State University,
2008
Licenses
Civil Engineer, California,
Nevada
Certification
Qualified Stormwater
Pollution Prevention Plan
Developer (QSD) and
Practitioner (QSP),
SWRCB, 2011
LEED Accredited
Professional, USGBC,
2010
Certified Professional,
AutoCAD Civil 3D, 2012
Professional
Affiliations
American Society of Civil
Engineers (ASCE)
American Public Works
Association (APWA)
Andrew J. Frost, P.E.

Andrew Frost has more than 14 years of experience in civil engineering design and project management including pipelines, sewer mains, storm drains, potable/recycled water, condition assessment, dry utilities, roadway, grading, and site design. He has provided support for large infrastructure projects in both traditional and progressive design build environments, including construction and startup of brand-new systems as well as rehabilitation and repurposing of existing infrastructure. He has a proven track record of successful project management delivering over $120M of construction projects in the past three years. He is highly versed in three-dimensional design and drafting including the use of Civil 3D, Navisworks, and Building Information Modeling.

Relevant Experience
 Project manager for engineering
services during construction for the HiDesert Water District, California, Phase I Wastewater Collection System. Project
included 77 miles of pipeline, including
gravity and force main construction, 12 jack
and bore crossings under Cal Trans right of
way, over 5,000 private property
connections, and three lift stations.

Engineering services include on-site
support, RFI and submittal responses,
technical reports and memo, cost
estimating, and final record drawings. (2016-
2020, $95M)
 Project manager for the Hi-Desert Water
District, California, Phase I Wastewater
Collection System. Responsible for the
design of gravity sewer, force main, and lift
stations as part of a septic to sewer
conversion project. The project is the first of
three phases to convert existing septic
systems to public sewer in order to protect
groundwater quality. Approximately 5,000
homes will be converted with 77 miles of
pipeline and three lift stations. Project
includes all aspects of design from plan and
profile drawings, cost estimating,
specifications, bid support, and construction
support. (2012-2016, $95M)
 Project manager for the Hi-Desert Water
District, California, Waterline Capital
Replacement Program. Responsible for
overseeing design of 24 miles of waterline
ranging in size from 6 inches to 12 inches.

The project included the relocation of
distribution mains from alley areas to public
right-of-way, relocation of private water
meters, and construction of new fire
hydrants. (2014-2016, $12M)
 Assistant project manager and lead civil
engineer for the Eastern Municipal Water
District, California, Warm Springs Lift Station
Replacement Design. Responsible for
project scheduling and coordination, client
presentations and budget tracking.

Engineering duties included the new 36-
inch gravity sewer connections, dual force
main connections from the new lift station,
and complete design on the on-site yard
piping, utility systems, and site grading
design. (2020-Present, $40M)
 Project manager for the Eastern
Municipal Water District, California, Indian
Street Sewer Preliminary Design.

Responsible for the creation of 30% design
documents and a Project Design Report to
facilitate the upsize of an existing 10-inch
gravity sewer main to a 15-inch main.

Project included alternative alignment
analysis, site survey, geotechnical work, and
a trenchless crossing of Caltrans right of
way, and coordination with environmental
engineers, hydraulic modeling efforts, and
the nearby efforts to widen Indian Street
overcrossing. (2021-Present, $2.5M)
 Project manager for the City of
Carlsbad/Carlsbad Municipal Water District,
California, Carlsbad Blvd Water & Sewer
Improvements at Terramar. Responsible for
the creation of a preliminary design report,
and preliminary and final plans,
specifications, and cost estimate to facilitate
the replacement of aging sewer and water
mains along Carlsbad Boulevard. Project
includes a trenchless crossing of NCTD right
of way along Cannon Road, as well as close
coordination with an upcoming roadway
project to add a roundabout and parking
improvements. Project scope included
survey, geotechnical investigations, and

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\FrostAndrew.docx engineering services during construction.
(Jan 2022-Present, $2.7M)
 Senior engineer for the County of San
Diego, California, Los Coches Streambed
Stabilization at Vulnerable Sewer Locations.

Responsible for the development of the
preliminary engineering report to assess the
cover over the existing sewer facilities, and
provide an analysis of the existing
conditions including recommendations for
long term improvements to increase the
stability of the sewer system. Project
considered existing CCTV data, as built
record drawings, site survey, and potholing
to develop recommended improvements
across ten different risk areas determined by
the County of San Diego Public Works
Department. (2019-2021, $2.1M)
 Project manager for the County of San
Diego, California, Spring Valley Trunk Sewer
Rehabilitation. Responsible for the
preliminary and final design to develop a
prioritized plan to address rehabilitation or
replacement of 73 manholes along the
Spring Valley trunk sewer main. Project
included review of existing data,
development of a preliminary engineering
report, and final design drawings and
specifications for all improvements. (2019-
2020, $1.5M)
 Project manager for the Encina
Wastewater Authority, California, Effluent
Equalization Basin Settlement. Responsible
for the creation of a technical memorandum
to develop recommendations to alleviate
settlement issues occurring along the north
edge of the existing effluent equalization
basins at the Carlsbad Water Recycling
Facility. Project included site investigations,
geotechnical borings, and survey to verify
existing conditions. (2019-2021, $3M)
 Senior engineer for the Encina
Wastewater Authority, California, 84-inch
Land Outfall Improvements. Responsible for
the design of improvements to the land
outfall system for Encina Wastewater Plant.

Improvements include repairs to the existing
84-inch outfall pipe, recoating of existing
60-inch primary effluent line, 24-inch 3W
waterlines, and miscellaneous drainage
piping at surge chamber, and relining of the
existing 60-inch secondary effluent line from
the effluent pumping station. (2019-2020,
$4.5M)
 Engineer of record and project manager
for the City of Del Mar, California, Camino
Del Mar Sewer Force Main. Responsible for
the design of 6,200 linear feet of 10-inch
sewer force main from the 21st Street pump
station to the City of Solana Beach. The
project involved the crossing of two
separate bridges over sensitive habitat and
railroad right-of-way. The project involved a
phased operation allowing existing flows to
be pumped in two directions, either north
or south as required by the City of Del Mar.
(2015-2017, $8.5M)
 Senior engineer for the City of Del Mar,
California, 2013-2014 Street and Drainage
Improvements. Responsible for the design
of approximately 3,500 linear feet of curb,
gutter and sidewalk along Camino Del Mar.

The project also included the replacement
of several pedestrian ramps and storm
drainage improvements. (2015-2016, $2.8M)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\FontaineNicola.docx Education
MS Civil and
Environmental
Engineering, University of
New Hampshire, 2004
BS Microbiology,
University of New
Hampshire, 1997
Licenses
Civil Engineer, California
Professional
Affiliations
American Water Works
Association, Standards
Committee on Reclaimed
Water
American Water Works
Association, Disinfection
Systems Committee
American Water Works
Association
Microbiological
Contaminants Research
Committee
Central Valley/Sierra
Foothills WateReuse
California Chapter, Vice
President
Water Environment
Federation
WateReuse Association
Nicola A. Fontaine, P.E.

Nicola Fontaine is a principal technologist with 19 years of experience in disinfection, water reuse, and technology evaluation. She has served as a technologist, project manager, and engineer supporting a variety of water, wastewater, and reclaimed water engineering projects, with a background in ultraviolet (UV)/chemical disinfection of viruses, bacteria, bacterial spores, and protozoa in water, reclaimed water, wastewater, and biosolids.

Relevant Experience
 Project controls for the Hi-Desert Water
District, California, Wastewater Reclamation
Project, which consists of 77 miles of
pipeline, 3 sewer lift stations, and a new
wastewater reclamation facility.

Responsibilities included project progress
monitoring, monthly reporting, accounting,
scheduling, risk management, document
management, and easement tracking. Also
responsible for tracking and monitoring the
budget and schedule of up to five
contractors and a design builder, as well as
maintaining and providing coordination
through a dedicated project site hosted on
SharePoint. (2009-2016, $2.5M)
 Project controls lead for the Sacramento
Regional County Sanitation District,
California, EchoWater Project Tertiary
Treatment Facilities Project. The Project
includes 217 mgd of tertiary granular media
filtration and disinfection up to 330 mgd in
chlorine contact basins to treat secondary
effluent. Other project elements included
filter influent pumping station, waste filter
backwash handling system, chemical
facilities, reclaimed water pumping stations,
effluent observation structure, and yard
piping. She was responsible for coordinating
PMWeb activities, including creating
meeting records, maintaining meeting
documentation, distributing notifications,
updating comment registers, reviewing risk
registers, coordinating responses to action
items with project team, maintaining cost
management module and invoicing, and
submitting deliverables, access requests,
and requests for information on PMWeb.

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Nicola A. Fontaine, P.E.
\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\FontaineNicola.docx Awards
2nd Place Award, Best
Thesis Competition, San
Francisco, CA, American
Waterworks Association,
2005
1st Place Award for Best
Student Presentation, 2nd
International Congress on
Ultraviolet Technologies,
Vienna, Austria, July 9-11,
2003, Ballester, N.A., and
Malley, J.P. Jr. “Synergistic
Disinfection of
Adenovirus Type 2.”
registers, coordinating responses to action
items with project team, maintaining cost
management module and invoicing, and
submitting deliverables, access requests,
and requests for information on PMWeb.

Also responsible for preparing project
management plans, health and safety plans,
baseline schedules, and design contents;
maintaining project schedule; preparing
monthly progress and performance
schedule submittals; updating/maintaining
project quality assurance/quality control
documentation, meeting records, and
action items; preparing construction
schedules; and assisting in project
coordination to meet milestones. (2013-
Present, $4.4M)
 Project controls lead for the Sacramento
Regional County Sanitation District,
California, EchoWater Project Nitrifying
Sidestream Treatment Project. Responsible
for coordinating PMWeb activities, including
creating meeting records, maintaining
meeting documentation, distributing
notifications, updating comment registers,
reviewing risk registers, coordinating
responses to action items with project team,
maintaining cost management module and
invoicing, and submitting deliverables,
access requests, and requests for
information on PMWeb. Also responsible
for preparing project management plans,
health and safety plans, baseline schedules,
and design contents; maintaining project
schedule; preparing monthly progress and
performance schedule submittals;
updating/maintaining project quality
assurance/quality control documentation,
meeting records, and action items;
preparing construction schedules; and
assisting in project coordination to meet
milestones. (2014-Present, $4.4M)
 Project controls lead for the Sacramento
Regional County Sanitation District,
California, EchoWater Project Heavy
Equipment Maintenance Project.

Responsible for coordinating PMWeb
activities, including creating meeting
records, maintaining meeting
documentation, distributing notifications,
updating comment registers, reviewing risk
registers, coordinating responses to action
items with project team, maintaining cost
management module and invoicing, and
submitting deliverables, access requests,
and requests for information on PMWeb.

Also responsible for preparing project
management plans, health and safety plans,
baseline schedules, and design contents;
maintaining project schedule; preparing
monthly progress and performance
schedule submittals; updating/maintaining
project quality assurance/quality control
documentation, meeting records, and
action items; preparing construction
schedules; and assisting in project
coordination to meet milestones. (2015-
2019, $563K)
 Project controls for the City of Ventura,
California, VenturaWaterPure Program. The
program consists of two distinct phases in
compliance with the Consent Decree and
recommended Scientific Review Panel
recommendations: Phase 1A – reduce flows
to the Santa Clara River Estuary to 1.9 mgd
and reuse diverted flows; and Phase 1b –
reduce flows to estuary to 0.5 mgd and
reuse diverted flows. Phase 1A includes
significant improvements to the Ventura
Wastewater Reclamation Facility (VWRF), a
new Advanced Water Purification Facility
(AWPF) sized at 4 mgd but expandable to 6
mgd, a new ocean outfall sized at 14 mgd,
new injection wells for potable reuse and
pipelines (sized for Phase 1B) to connect all
the other elements. Responsibilities included
project controls to support maintenance of
budget, schedule, documents, and team
coordination. (2022-Present, $3.4M)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\CarellaLou.docx Education
BS Civil Engineering,
Santa Clara University,
1980
Licenses
Civil Engineer, California
Professional Engineer,
Michigan, Washington,
DC
Professional
Affiliations
American Society of Civil
Engineers
American Water Works
Association
Association of California
Water Agencies (Water
Reuse Committee
Member)
WateReuse Association
Lou Carella, P.E.

Lou Carella, a senior vice president with Carollo, has more than 39 years of water experience, specializes in the planning and design of large water supply, treatment, and distribution projects. His experience includes planning studies for development of new water supply, treatment and transmission systems, as well as the evaluation and modification of existing systems.

Relevant Experience
Principal-in-charge for the County of San
Luis Obispo, California, $170-million Los
Osos Wastewater Project. Work involved
providing feasibility-level planning and
design of a 3.67-mgd wastewater treatment
plant that includes collection, treatment,
solids handling, and treated effluent
disposal. The project’s goal is to address a
compliance order by the Regional Water
Quality Control Board to stop individual
septic tank discharges, as well as balance
groundwater supply and mitigate on-going
seawater intrusion. The feasibility study
identified system configuration options and
prioritized alternatives by identifying water
resources and seawater intrusion mitigation
potential. Design activities include
preliminary design of the collection system,
including more than 230,000 linear feet of
conveyance piping, up to 21 pump stations,
and approximately 5,000 service
connections.

After more than two decades of failed
projects, Lou led a team that provided
technical/public presentation support for a
contentious CEQA process and Proposition
218 election for assessment of individual
parcels to help pay for the project. The
election passed with an 80 percent approval
from the community and raised
approximately $127 million in funds. The
result of the project will be a new
wastewater system that includes a
combination of reuse, groundwater
recharge, and potentially agricultural
exchange. (2012-2016, $6M)
 Principal-in-charge for Owner's Agent
services for the Hi-Desert Water District,
California, Water Reclamation Plant. The
Phase 1 project is valued at $150 million and
includes 77 miles of collection system
piping, three pump stations, and a 4-mgd
MBR wastewater reclamation facility.

Assisted Hi-Desert with funding through a
complex mix of multiple grants, debt, and
SRF loans; public outreach; coordination
with other related District activities/projects;
communication of project progress; and
managing design of wastewater collection
system piping and pump stations. The
project was delivered using DB alternative
delivery for the treatment facility with
traditional delivery for pipelines and
connections. (2009-2016, $2.5M)
 Program manager for construction of
the San Luis Obispo County, San Luis
Obispo, California, Lopez Water Treatment
Plant Upgrade Project. Provided
management and communication support
during the construction phase. The project
included assisting the County and
construction manager in resolving change
orders and claims; coordinating
communication between the County,
construction manager, design engineer, and
other agencies and stakeholders;
monitoring the budget and tracking the
progress of the State Revolving Fund loan
process; and maintaining the project
schedule. (2002-2005, $15M)
 Project manager for the Pajaro Valley
Water Management Agency, California,
Basin Management Plan (BMP)
Implementation. This project defined
specific actions needed to implement high
priority projects identified in the BMP.

Carollo led the program administration,
program controls, planning, and
engineering support including preliminary
design and design modifications for the EIR.

Lou managed the project scope, budget,
and schedule; provided technical review;
and maintained the overall quality of the
program. He was also responsible for
outreach and stakeholder interactions,
supporting the Agency’s needs in
addressing the Board and the general
public. (2011-2012, $772K)

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Lou Carella, P.E.
\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\CarellaLou.docx  Principal-in-charge for the City of
Fresno, California, Recycled Water Master
Plan, completed in 2010, which is expected
to provide 25,000 acre-ft. (AF) of landscape
irrigation, and 76,300 AF of incidental
percolation, by 2025. Goals include enabling
Fresno to control its own recycled water
destiny (with or without regional
participation), to obtain financial assistance
from developers to build the system, and to
optimize the system configuration by
strategically using the Regional Water
Reclamation Facility versus satellite plants.

Inherent in the plan will be flexibility to deal
with regulatory uncertainty. The master plan
was customer-focused, dedicated to “no
stranded assets,” and will uncover
opportunities to share costs. Public outreach
programs are key to this effort. (2002-2003,
$1.5M)
 Principal-in-charge for the Los Carneros
Water District, California, Recycled Water
Engineering Feasibility Study. The study
evaluated alternatives and provided project
support for funding of a recycled water
system with a capacity of over 18,000 AF/yr.

Work included evaluating alternatives for
the source, distribution, and use of recycled
water in order to improve the water supply
(and economic viability) of the southern
Napa Valley. Carollo conducted technical
workshops as well as community meetings
to gain support of this $20-million project.

Ultimately, the project is anticipated to be
funded through a combination of grant and
State Revolving Fund (SRF) loans. The
project team also provided guidance to
navigate the Proposition 218 rates process.
(2010-2012, $187K)
 Principal-in-charge for the San Luis
Obispo County Flood Control and
Conservation District, California, Master
Water Plan (MWP). The project included
preparation of an all-encompassing
document that 1) provided a comprehensive
inventory and analysis of County-wide water
resources, and 2) identified and evaluated
water management strategies that
promoted the best utilization of the
County’s water resources. The MWP effort
included significant interaction with the 50-
plus county water stakeholders (Water
Resources Advisory Committee);
optimization of regional and local water
supply systems (before new project could
be identified), and coordination with the
County’s Integrated Regional Water
Management Plan, Conservation and Open
Space Element, Agricultural Element, Land
use Element of the County’s General Plan,
and the Resource Management system. The
completed MWP allowed the District to
confidently make sound water resource
planning and policy decision based on 1)
stakeholder priorities, 2) existing and buildout water demands, and 3) accountability to the water entities throughout the County.
(2009-2011, $535K)
 Program manager for the LivermoreAmador Valley Water Management Agency, California, Export Pipeline Facilities Project.

Managed $120-million program consisting
of design, permitting, and construction of a
41-mgd export pump station; 16 miles of
36-inch-diameter transmission pipeline; and
rehabilitation of approximately 8 miles of
existing 24- to 36-inch-diameter
transmission pipeline. The project exports
secondary treated wastewater from the
Livermore-Amador Valley area, across
Alameda County (through four cities and
unincorporated Alameda County) to the
San Francisco Bay. The project includes
incorporating the requirements of four
major environmental permits including COE,
USFWS, BCDC, and State Lands
Commission, as well as more than a half
dozen encroachment permits and Caltrans
permits. (1998-2002, $10M)
 Project manager for the San Luis Obispo
County, California, Chorro Valley Water
Transmission Pipeline. Managed the design
of pipe required to handle working
pressures up to 400 psi, two pressurereducing stations, and the design of turnouts required to serve three contractors
of the County. The design and construction
for this project included 11.5 miles of 12- to
16-inch-diameter pipeline and connection
to four 2.0-MG above-grade reservoirs. Due
to the fact that the pipeline travels through
environmentally and culturally sensitive
areas in the county, the project was highly
publicized. (1992-1995, $5M)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\HadlerKarl.docx Education
MS Environmental
Engineering, University of
Illinois, 1995
BS Civil Engineering,
University of Illinois, 1993
Licenses
Civil Engineer,
Washington, California
Professional Engineer,
Hawaii
Project Management
Professional, No. 457721
Professional
Affiliations
American Water Works
Association
Water Environment
Federation
Karl W. Hadler, P.E., PMP
Karl Hadler, a vice president with Carollo, has 27 years of experience in water and wastewater treatment planning, design and project management. Recent project management work has focused on delivering high-quality and timely work products within budget, managing numerous subconsultants with parallel activities, and serving as the primary point of contact and coordination with clients.

Relevant Experience
 Project manager for the San Luis Obispo
County, California, Los Osos Wastewater
Project Development. Responsible for
scope, schedule and budget for the
engineering design team on this $170
million capital improvement project. Various
phases of the project have included viable
project alternatives analysis, Environmental
Impact Review (EIR) and permitting support,
and preliminary and final design. The first
phase of the project resulted in an
overwhelming majority (80%) of the
community supporting project
development in a Proposition 218 (Right to
Vote on Taxes) ballot. EIR and permitting
support included refining project features
outlined in the alternatives analysis and
development of technical information for
regulatory documents. Preliminary and final
design activities included a Basis of Design
Report, development of performance
specifications for the collection system
including over 230,000 linear feet of
conveyance piping and approximately 5,000
service connections, design drawings and
specifications for the 1.2 mgd treatment
facility. The water recycling facility included
construction of a headworks with
mechanical bar screens, extended aeration
secondary treatment process designed to
meet a total nitrogen limit of 7 mg/L,
tertiary filter process with ultraviolet
disinfection designed to meet California
Title 22 standards, mechanical sludge
dewatering with screw presses, recycled
water pump station with 50 acre-feet of
storage, and development of the green field
site including access roads, Administration,
Maintenance and Electrical Buildings.

Prepared the Facility Plan and Engineering
Report for the reclaimed water system to
serve up to 50% of the system's total annual
flow to commercial and agricultural
customers. (2006-2016, $6M)
 Project manager for the Sunnyvale,
California, Water Pollution Control Plant
Secondary Treatment and Dewatering
Project. This $250-million capital
improvement project includes planning and
design of BNR aeration basins, secondary
clarifiers designed for future intensification
surface overflows rates up to 2,000 gpm/sf,
thickening and dewatering facilities,
DEMON sidestream treatment and 0.5 MG
digested sludge storage tank. The longterm goal is to convert the lagoon facility to a BNR facility with extremely low effluent
nutrient levels (3 mg/L N and 1 mg/L P).

Project management includes control of
$20-million budget and maintenance of 8-
year schedule from planning through
startup and commissioning. Design includes
a separate site preparation project and
coordination with three other significant
program projects. Managed and
coordinated 10 subconsultants and
responded to numerous stakeholders
including City staff, program management
consultant team, and program construction
manager. (2017-Present; $21M)
 Design manager for the City of Oak
Harbor, Washington, Clean Water Facility
(CWF) Preliminary and Final Design.

Responsible for scope, schedule and budget
for the engineering design team on this
$110-million capital improvement project.

The CWF is a green-field 5-mgd MBR
treatment facility that includes site
development, multi-stage headworks, UV
disinfection, biosolids drying facility, and
outfall. The campus, located on the central
waterfront of Oak Harbor, includes new
Administration and Maintenance Buildings,
three-stage odor control facilities, and
premium architecture/landscaping to blend
in with and become an asset to the
surrounding community park and
commercial district. Prepared procurement
documents, including selection criteria, for
over $4 million worth of equipment

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Karl W. Hadler, P.E., PMP
\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\HadlerKarl.docx Awards
City of Oak Harbor,
Washington, Clean Water
Facility:
- Gold Award for Waste
and Storm Water
Category, American
Council of
Engineering
Companies,
Washington Chapter;
National Honorable
Mention, 2020
- Project of the Year,
Environment More
than $75 Million,
American Public
Works Association,
2019
- Project of the Year,
Construction
Management
Association of
America, Pacific
Northwest Chapter,
2019
- PISCES – Honorable
Mention for
Exceptional Clean
Water Projects funded
by State Revolving
Fund, Environmental
Protection Agency,
2019
- Project of the Year for
Infrastructure,
Washington State
Aggregate and
Concrete Association,
2018
including the MBR, UV, and solids dryer
equipment. Engineering services during
construction include operations and
maintenance training, start-up planning,
electronic O&M development, and SCADA
programming. (2009-2018, $18M)
 Technical advisor for the City and
County of Honolulu Sand Island WWTP
Facility Plan. The Plan is for upgrades of the
110 mgd primary treatment facility to full
secondary. The team examined MBR,
aerobic granular sludge and biological
aerated filtration as options for the $2B+
program. (2020-Present, $5M)
 Wet weather treatment and storage
alternatives analysis lead for the King
County, Washington, 2018 Combined Sewer
Overflow Long-Term Control Plan Update.

This project includes assistance in
development and issuance of the 2018
Combined Sewer Overflow (CSO) Long
Term Control Plan Update for the
11 remaining uncontrolled CSO outfall
locations where projects are not already
being implemented. The report provides
updates to the 2012 LTCP including detailed
project cost estimates, schedule and project
priorities, assumptions, and risk analysis.

Updated project recommendations will
reflect environmental, social, and financial
goals to meet current needs, consider
stakeholder interests, and address Consent
Decree requirements. (2015-2021, $4.5M)
 Lead engineer for the preparation of
pre-purchase documents for the City of
Modesto, California, Jennings Road
Wastewater Treatment Facilities tertiary
membrane bioreactor system. The
procurement process included
development of RFQ/RFP requirements and
evaluated bid financial requirements for the

2.3-mgd membrane bioreactor facility.
(2008-2009, $1.6M)
 Project engineer for design of the
Carnation Wastewater Treatment Facility for
King County, Washington. Design included
site evaluation and recommendations,
preparation of drawings and specifications
for the membrane bioreactor facility, and
preparation of pre-purchase documents for
the membrane system. The facility includes
fine and course screening, grit removal,
odor control, UV disinfection, effluent pump
station and chemical facilities. (2004-2009,
$15M)
 Design engineer for the preparation of
pre-purchase documents for the King
County, Washington Carnation and
Brightwater Facilities membrane bioreactor
system. The procurement process included
development of RFQ/RFP requirements,
evaluated bid financial requirements, and
non-financial selection criteria for both the
Carnation (0.5 mgd) and Brightwater (32
mgd) facilities. (2004-2005, $100K)
 Design manager for the Pierce County,
Washington, Chambers Creek Regional
Wastewater Treatment Facility UV
Disinfection System Upgrades Project.

Prepared the basis of design, pre-purchase
procurement documents and final design
for the 80 mgd low-pressure high-output
UV system. (2011-2013, $1.7M)
 Design engineer for the $35-million
upgrade and expansion of the
Fresno/Clovis, California, Regional
Wastewater Reclamation Facilities.

Responsibilities included the design of
aeration basins, secondary sedimentation
basins, RAS/WAS pump station
modifications, and sodium hypochlorite
disinfection system. Project contributions
also included design of the plant drainage
system, yard piping modifications, and
construction support during the 20-mgd
expansion. (2004-2008, $35M)
 Technical advisor for the City and
County of Honolulu Sand Island WWTP
Facility Plan. The Plan is for upgrades of the
110 mgd primary treatment facility to full
secondary. The team examined MBR,
aerobic granular sludge and biological
aerated filtration as options for the $2B+
program. (2020-Present, $5M)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\KangHan.docx Education
MS Water and
Wastewater Treatment,
University of California,
Berkeley, 2000
BS Water Quality,
University of California,
Berkeley, 1998
Licenses
Civil Engineer, California
Professional
Affiliations
Water Environment
Federation
American Academy of
Environmental Engineers
Han G. Kang, P.E., BCEE
Han Kang has 21 years of experience encompassing all phases of wastewater design for upgrade and expansion projects. This experience provides an excellent knowledge base that will help his team evaluate and implement the best engineering solutions while managing risk related to constructability and construction sequencing, culminating in O&M friendly facilities. In recent years, Han has completed several highly successful wastewater treatment plant upgrade projects for major water districts and cities in Southern California. The focus of his wastewater treatment design experience has been complex process mechanical upgrades for liquid treatment, and solids handling processes, to overcome the challenges of rehabilitating existing facilities.

Relevant Experience
 Assistant project manager for the
Headworks Rehabilitation Project at Plant 1
(P1-105) for Orange County Sanitation
District, California. Serving as an overall
technical lead for 320-mgd headworks
facilities, he oversaw development of over
30 TMs and over 1,900 completed drawings
for a $222-million CIP Project, which is now
in construction. Also performing as the
overall lead for commissioning, he
spearheaded development of all
commissioning related deliverables as well
as of the overall project construction
sequencing plan. Project included 4 singlestage chemical scrubbers for a 113K scfm capacity with sodium hypochlorite, caustic,
and acid storage and feed systems. (2015-
Present, $22M)
 Project engineer for the Plant No. 1
Primary Treatment Upgrades (P1-124) for
the Orange County Sanitation District
(OCSD), California. He led all preliminary
and final design tasks. Two major
components of the project were primary
sludge pump replacement and operation
and maintenance (O&M) elements. The
primary sludge pump component involves
replacing 16 existing pumps with 8 clarifiers.

He developed a detailed sequencing plan
with work restraints to accomplish the
replacements in a manner that allowed
OCSD to maintain operations. The project
concurrently involved addressing several
O&M improvements. (2013-2016, $676K)
 Project engineer for Plant No. 1 Primary
Treatment Optimization Study (P1-116) for
the Orange County Sanitation District
(OCSD), California. He performed all
conceptual design tasks including overall
plant sludge flow schematic development,
preliminary mechanical layout, preliminary
hydraulic calculations, initial pump sizing
and selection, and coordination with other
projects including P1-101. He also conducted
a hydraulic validation test in the field in
collaboration with OCSD staff. (2011-2012,
$400K)
 Project engineer for the award-winning
Los Osos Water Recycling Facility for San
Luis Obispo County, California. Led
preliminary design and final design for a
brand new $50 million water recycling
facility. Preliminary design included
development of a basis-of-design report
and a series of technical memoranda that
collectively defined the design criteria and
facility requirements. The plant included a
full nitrification/denitrification oxidation
ditch process designed to produce total
inorganic nitrogen (TIN) of 10 mg/L. The
facility consists of headworks, secondary
and tertiary treatment, recycled water
storage and pumping system, solids
handling, and all necessary utilities and
auxiliary systems. Included two 60-feet
diameter circular clarifiers and associated
pumping facilities. (2011-2016, $6M)
 Project engineer for a modifications
feasibility study for the Perris Valley
Regional Water Reclamation Facility for the
Eastern Municipal Water District, California.

The study evaluated comprehensive
upgrade options for an existing 8-mgd
Bardenpho™ plant including primary and
secondary treatment, tertiary filters, chlorine
contact basins, automation of chemical feed
systems, and a cogeneration facility. (2011-
2012, $385K)

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Han G. Kang, P.E.
\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\KangHan.docx Awards
San Luis Obispo, Los
Osos Water Recycling
Facility
- Project of the Year,
California Central
Coast Chapter,
American Public
Works Association,
2016
City of Santa Barbara El
Estero Wastewater
Treatment Plant
Headworks Screening
Replacement
- Outstanding Private
Sector Civil
Engineering Project -
Honorable Mention,
American Society of
Civil Engineers, Los
Angeles Section, 2013
- Project of the Year,
American Society of
Civil Engineers, Santa
Barbara/Ventura
Branch, 2012
Orange County
Sanitation District Plant
No. 2 Headworks
Replacement Project, P2-
66 - Engineering Research
Achievement Award,
Santa Ana River Basin
Section of the
California Water
Environment
Association, 2005
- Engineering Research
Achievement Award,
California Water
Environment
Association, 2005
 Lead design engineer for the $149
million Perris Valley Regional Water
Reclamation Facility Plant 3 Expansion for
the Eastern Municipal Water District,
California. He revamped an existing influent
pump station via major structural and
mechanical modifications. The work was of
high criticality and in need of fast delivery.

As such, he provided pre-purchase services
for all major equipment consisting of four
300-hp pumps, seven sluice gates, and two
400-hp variable frequency drives. The
project required a complete shutdown of
the pump station, necessitating an influent
bypass operation for an extended duration.

Project included three 100-ft diameter
primary clarifiers with associated sludge
pumping and odor control facilities. (2007-
2015, $9M)
 Design engineer for the $112 million San
Jacinto Valley Regional Water Reclamation
Facility Plant 2 Expansion for the Eastern
Municipal Water District, California. He led
the design of ferric chloride and polymer
feed and storage facilities as well as a sludge
screening building. The ferric chloride
system served primary clarifiers for the
implementation of chemically enhanced
primary treatment and five digesters for
controlling hydrogen sulfide in digester gas.

Included two 100-feet diameter circular
primary clarifiers and associated pumping
facilities. (2004-2015, $10M)
 Lead design engineer for a 340-mgd,
$192 million Plant No. 2 Headworks
Replacement (P2-66) for Orange County
Sanitation District, California. The awardwinning project included influent flow diversion and metering facilities, primary
influent flow splitter and metering
structures, and a sampling system. He
designed four chemical feed and storage
systems consisting of a 6-pump, 48,000-
gallon ferric chloride system; a 16-pump,
18,000-gallon sodium hypochlorite system;
a 16-pump, 10,000-gallon sodium hydroxide
system; and a 2-pump, 10,000-gallon acid
system. The chemical system design
included an automated acid-wash sequence
for periodically cleaning eight chemical
scrubbers. (2001-2013, $15M)
 Project manager for the award-winning
El Estero Wastewater Treatment Plant
Headworks Screenings Replacement Project
for the City of Santa Barbara, California.

Project retrofitted an existing
headworks/influent pump station structure
and installed new mechanical bar screens, a
screenings conveyor, and screenings
washer/compactors, as well as a new smart
motor control center. In addition, the
project replaced all existing cast-iron sluice
gates in the headworks that were installed
as part of the original facility construction.

He developed a detailed construction
sequencing plan that includes temporary
bypass pumping of plant influent and allows
sequential replacement of existing
equipment to minimize construction impact
on the facility operation. (2009-2013, $678K)
 Project manager for the Moreno Valley
Regional Water Reclamation Facility
Preliminary Treatment and Acid-Phase
Anaerobic Digestion Project for the Eastern
Municipal Water District, California. The
project included implementation of twophase digestion with a multi-cell acid phase reactor, a methane-phase digester, digested
sludge storage tanks, a boiler facility, and an
acid-phase digester gas flare. The project
also upgraded or expanded existing facilities
including headworks, grit basins, influent
pump station, two blower buildings, odor
control facility, secondary and tertiary
effluent pump stations, tertiary effluent
meter vault, standby power facility, and a
number of electrical buildings. The project
renovated or modified three chemical
systems, ferric chloride for digestion and
sodium hypochlorite and caustic for odor
control. In addition, the project made
significant upgrades to the digester gas
treatment and control systems. Plant-wide
power distribution was upgraded from 480
V to 12 kV. The plant-wide data highway
system was replaced with a fiber-optic
communication network. He coordinated
design efforts with a fuel cell cogeneration
project on the same site. Evaluated the
adequacy of aeration diffuser capacity in an
existing step-feed aeration basin and
completed preliminary design for
expanding the basin. (2006-2013, $3.3M)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\VanierScott.docx Education
MBA Business
Administration, University
of Denver, Daniels
College of Business, 2004
MS Environmental
Engineering, University of
Nebraska, Lincoln, 1997
BS Civil Engineering,
University of Nebraska,
Lincoln, 1995
Licenses
Professional Engineer,
Colorado
Professional
Affiliations
Design-Build Institute of
America
Water Design-Build
Council
Project Management
Institute
American Water Works
Association
Water Environment
Federation
Rocky Mountain Water
Environment Association
Beta Gamma Sigma
Honorary Business
Fraternity
Chi Epsilon Honorary
Civil Engineering
Fraternity
Tau Beta Pi Honorary
Engineering Fraternity
Scott M. Vanier, P.E.

Scott Vanier is a senior vice president and serves as Director of Carollo’s Utility Advisory Services. He is responsible for the operation and delivery of the firm’s program management, owner’s advisor, and management support services. Mr.

Vanier has 25 years of experience specializing in the planning and management of capital delivery programs and projects ranging in size up to $6 billion. He has worked on more than a dozen recent major water projects acting as Owner’s Advisor or Representative. His experience has included program/project planning, visioning and goal setting, standards and workflow development, project packaging and prioritization, alternative delivery analyses and procurement, and managing projects from planning through construction.

Mr. Vanier brings additional expertise in project controls and business support services, such as economic and financial modeling, cash flow forecasting, asset management, organizational assessments, and capital program development. As leading contributor to various industry publications and organizations, he provides procurement and delivery expertise in areas of Progressive Design-Build (PDB), FixedPrice Design-Build (DB), Construction Manager-at-Risk (CMAR), Design-Bid-Build (DBB), and Operations (O).

Relevant Experience
 Procurement lead and project advisor
for the City of Kansas City, Missouri, Blue
River WWTP Biosolids Facilities Project. As
Owner’s Representative, assisted the City in
the management of planning and
procurement of the $150 million project to
further treatment and energy reliability of
the plant, which includes major solids
process upgrades (including addition of
thermal hydrolysis process) and facility
expansion. Job responsibilities include
selection of the FPDB delivery model,
development of design-build procurement
and contract documents, and oversight of
fixed/indicate design documents to support
the FPDB procurement. The project is
currently entering the final proposal phase
with forthcoming activities consisting of
negotiation of proposed Bid Price with the
selected Design-Builder. (2018-Present,
$150M)
 Technical advisor for the Sand Creek/
Second Creek Basins Regional Master Plan
for the Metro Water Recovery, Colorado.

Led the analysis of pumped flow versus new
gravity pipeline alternatives in the northern
Denver area. Facilitated collaborative
decision-making between Denver, Denver
International Airport, Aurora, Brighton, and
South Adams County Water and Sanitation
District. Developed preliminary routing and
sizing for construction of the selected 22.5-
mile Second Creek Interceptor and used
hydraulic modeling to develop a phased
capacity improvement plan for the existing
Second Creek Interceptor System. (2015-
2017, $4M)
 Owner’s advisor program manager of
the Metro Water Recovery, Denver,
Colorado, Northern Treatment Plant
Program. The Owner’s Advisor assisted the
District in the management of the 7-year
Program for all planning, procurement,
construction, and start-up services for the
implementation of a 24-mgd advanced
treatment facility, a 7-mile interceptor, and
the 11-mile effluent pump back system. Job
responsibilities also included: Program
visioning and goal setting, organizational
planning (O&M and management strategy
and staffing requirements), highperformance teambuilding, alternative delivery analysis and delivery selection,
project and design definition, procurement
of design-build, and design-bid-buildteams, design refinement, negotiations of the guaranteed maximum price, and
attainment of necessary permits and land
acquisitions/rights-of-way. The Owner’s
Advisor was co-located with District staff for
the delivery of the $475 million Program.

The Program includes the largest,
constructed PDB project to date in the U.S.
water/wastewater industry, and has been
referenced by the Water Design-Build

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Scott M. Vanier, P.E.
\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\VanierScott.docx Council and Design-Build Institute of
America as an example for best value,
qualifications-based procurement. (2009-
2018, $418M)
 Procurement lead for the City of Grants
Pass, Oregon, Water Restoration Plant,
Phase 2 Upgrade Project. As Owner’s
Representative, assisted the City in the
management of planning and procurement
of the $25-million project to further
treatment reliability of the plant, which
includes major process upgrades and
expansion. Job responsibilities included
selection of the PDB delivery model,
development of design-build procurement
and contract documents, and negotiations
with the selected Design-Builder. The
project was completed under budget.
(2016-2018, $25M)
 Project delivery and procurement
advisor as part of the Program
Management Support team to the
Advanced Water Purification Facilities
Project at the City of Los Angeles Bureau of
Sanitation, California, 450-mgd Hyperion
Water Reclamation Plant (HWRP). Provided
project delivery analysis, procurement
services, and contract development for the
PDBO delivery of the $70 million project.

The project consists of a 3-mgd facility
consisting of treatment of primary effluent
by membrane bioreactor, reverse osmosis,
advanced oxidation processes, and carbon
filtration for water reuse at the Los Angeles
World Airports. Performance validation
period through a short-term O (1 to 3 years)
will be required from the Design-Builder.

The project is currently in construction.
(2017-Present, $75M)
 Program advisor as part of the Program
Management team for the City of
Sacramento, California, Accelerated Water
Meter Program. The Program Manager is
assisting the City in the management of the
5-year $250M Program for the installation
of over 60,000 water meters, including
relocation of pipelines and service
connections. Job responsibilities included
identification of an alternative delivery
model to expedite design, construction, and
procurement to meet the 5-year schedule
(from baseline 10-year schedule). Currently
assisting the City in procurement of various
work packages through a Multiple Award
Task Order Contracting (MATOC) approach
utilizing a combination of Job Order
Contracting (JOC) and DB. (2015-2020,
$250M)
 Delivery analysis lead and program
advisor as part of the Owner’s Advisor team
of the City of Houston, Texas, Northeast
Water Purification Plant. The project
included an evaluation of DBB, DB, and
CMAR delivery models and project
packages for the $1.8 billion treatment
facility. Currently in the design phase using
PDB delivery, the project will constitute the
largest PDB in the United States as well as
the largest single-contract for a
water/wastewater facility. The project also
included development of a data collection
tool to gather field data on the City’s
infrastructure that was damaged by
Hurricane Harvey. Job responsibilities have
included evaluation of DBB, DB, and CMAR
delivery models and project packages for
the treatment facility and program. (2012-
Present, $1.8B)
 Technical advisor as part of the Owner’s
Advisor team for the South Florida Water
Management District, Florida, L8 Reservoir
and Pump Station Program. Provided expert
oversight related to development and
execution of procurement activities for the
selection of design-build for the $60 million
project. (2011-2015, $60M)
 Program advisor and procurement
expert for the Hi-Desert Water District,
California, $150-million Wastewater
Program. Carollo’s responsibilities included
serving as an extension of District project
management staff, working closely with
both District staff and the District’s
consultant(s) to deliver a quality project. We
were the “technical eyes and ears” of the
District to ensure 1) a technically sound
design, 2) compliance with the consultant
contract requirements, 3) coordination with
other related District activities/ projects, and
4) communication of project progress.
(2009-2016, $150M)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\AivazianMegerdich.docx Education
BS Technology, University
of Houston, 1984
MS Environmental
Engineering, Loyola
Marymount University,
1997
Licenses
Civil Engineer, California,
Nevada
Megerdich "Miko" Aivazian, P.E.

Miko Aivazian has more than 33 years of experience in marketing, planning, design, and construction of facilities for environmental, industrial, and commercial projects.

He has been involved as a senior project/client manager and engineer for several water/wastewater projects for more than 24 years, including planning, study, design and construction management of pumping stations, reservoirs, pipelines, and water and wastewater treatment plants. He has managed the design and construction of many projects for major Southern California clients and has been involved on several design-build projects.

Relevant Experience
 Project manager for the Inland Empire
Utilities Agency, California, Baseline
Recycled Water Pipeline Project. The
Baseline Recycled Water Pipeline Project at
northeastern portion of the service area
includes an existing 24-inch diameter
pipeline located in Baseline Avenue will be
extended approximately 8,200 linear feet to
Cherry Avenue in the City of Fontana of
which 4,500 linear feet will be along Baseline
Avenue and 3,700 feet will be along South
Heritage Circle. The project will support
recycled water for landscape irrigation in
medians, park ways, and parks which will
increase the beneficial reuse of recycled
water by approximately 105 AFY. The
pipeline extension will be located within
IEUA’s 1630 pressure zone. There will be a
potential to increase recycled water usage in
the future with lateral branches from the 24-
inch line pipeline to the north and south of
Baseline Avenue and further east into the
City of Fontana. This project will provide
water reliability by reducing dependence on
imported water and maximizing the
beneficial reuse of recycled water. (2018-
2020, $6M)
 Project manager for the City of Los
Angeles Department of Water and Power
(LADWP), California, Unit 8 Second Gap
Connection Pipeline. The $4.1-million Task
Order No. ESC-32 involved design of a
recycled water pipeline main to feed the Los
Angeles County Dominguez Channel Gap
Pipeline as Task 1 and to provide a 30-
percent level of design for a 16-inch pipeline
crossing the Dominguez Channel as Task 2.

The main consisted of approximately 3,100
feet of 24-inch ductile iron pipe (DIP),
magnetic flow meter vault, and pressure
sustaining/reducing vault, all located in
public right-of-way. Task 2 involved
preliminary design of 16-inch DIP recycled
water pipeline starting from the connection
with Task 1’s 24-inch DIP at the intersection
of Opp Street and Goodrich Avenue. It
continued south along Goodrich Avenue for
50 feet before turning southeasterly
crossing the Los Angeles County Flood
Control District operated Dominguez
Channel, an open channel. The crossing was
proposed using underground jack-andbore tunnel. Responsible for managing the design of this project with LADWP internal
staff and permitting agencies. (2020-
Present, $7.5M)
 Project manager for the City of Los
Angeles Department of Water and Power
(LADWP), California, Los Angeles
International Airport Recycled Water Main.

Task Order No. ESC-31 involved design of a
recycled water pipeline main paralleling the
I-105 Freeway to provide recycled water for
landscaping purposes. This fast-track design
replaced the potable water usage for
irrigation purposes within the Los Angeles
International Airport. The pipeline was
approximately 2,800 feet of 6-inch-diameter
PVC piping and approximately 600 feet of
3-inch PVC piping within a heavy traffic
area. The design also included utility
research to determine size and locations of
all utilities within the project area. The
project required permitting and
coordination with Caltrans for placing a
section of the pipeline within Caltrans rightof-way. Also coordinated the efforts between Los Angeles World Airports
(LAWA), LADWP, California Department of
Public Health, and Caltrans for the
permitting efforts. LADWP and LAWA
design standards were implemented and
used for this project. (2015-2016, $800,000)

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Megerdich "Miko" Aivazian, P.E.
\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\AivazianMegerdich.docx  Quality assurance/quality control for the
Metropolitan Water District of Southern
California, California, Casa Loma Siphon 1
Seismic Retrofit project. Carollo is providing
preliminary and final design of 1,000 feet of
dual 104-inch diameter pipelines at the Casa
Loma Fault Crossing. (2019-2021, $27M)
 Project manager for the City of San
Diego, California, Pure Water Program, Task
7 - Morena Pump Station, Wastewater
Forcemain, and Brine Conveyance
preliminary design. The Morena Pump
Station was constructed to divert flow from
the (E) Mission Valley Interceptor, screen the
flow, and pump it through a 48-inch
discharge forcemain to the North City
Water Reclamation Plant (NCWRP).

Discharged brine from NCWRP was
conveyed by a 24-inch brine pipeline to an
energy dissipater facility at the same site
location as the Morena Pump Station. The
brine discharge flows by gravity along the
same alignment as the wastewater
forcemain. The energy dissipater facility
reduces the flow velocity before the brine is
discharged into an existing 48-inch sanitary
sewer line. Provided civil design services,
including development of alignment
alternatives and 10-percent level design for
the pipelines and pump station. Responsible
for managing the project with City staff
from project conception and working with
permitting agencies for tunneling sections
of the pipeline alignment. (2019-2021,
$20M)
 Project manager for the Los Angeles
County, California, Devil’s Gate Dam Water
Conservation Project. The project involved
preparation of a Project Design Concept
Report as part of Task 4 to estimate the
amount of water that could be conserved
and recommend options to convey water
from Devil’s Gate Dam to Eaton Wash
Spreading Grounds and Arroyo Seco
Spreading Grounds for recharge. A
Feasibility Study Report (FSR) was prepared
as part of Task 3 to evaluate three pipeline
alternatives and two pump station
alternatives for the proposed conveyance
system. Task 2, a final version of the Water
Conservation Model Constraints Technical
Memorandum (TM) dated February 26,
2016, preceded the FSR and was prepared
for hydrologic stormwater conservation
analysis. The approved TM outlined the
approach and presented the model
constraints using actual Devil’s Gate
Reservoir inflow data provided by the
County to develop an average availability of
stormwater volumes for diversion.

Responsible for providing a preliminary
design for approximately 6 miles of 30-inchdiameter forcemain from Devil’s Gate Dam to Eaton Wash Spreading Grounds located
in Altadena. The proposed pipeline
alignment crosses several residential and
commercial areas. (2014-2015, N/A)
 Project engineer for the Metropolitan
Water District of Southern California,
California, Perris Valley Pipeline Phase 1
(North Reach). The project involved design
of approximately two miles of 108-inch and
96-inch-diameter steel cement mortar lined
and coated pipeline, including a large valve
vault. The pipe was connected to the 96-
inch Mills effluent feeder. The valve vault
was equipped with a 72-inch motorized,
high-performance butterfly valve, 24-inch
bypass pipeline, and acoustic type
flowmeter. (2006-2007, $35M)
 Project manager for the Metropolitan
Water District of Southern California,
California, Perris Valley Pipeline Phase 2
(South Reach). The project involved four
miles of 96-inch-diameter welded steel pipe
from Cactus Avenue to Nadina Avenue. This
section of the pipeline includes a 135-cfs
turnout for the Eastern Municipal Water
District and a 40-cfs turnout for the Western
Municipal Water District complete with
valves and magnetic type flowmeters. The
project involved coordination and
permitting from several agencies including
Caltrans, Federal Government, and Federal
Aviation Administration. (2007-2009, $30M)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\GarveyElisa.docx Education
PhD Environmental
Engineering, University of
Massachusetts, 2000
MS Environmental
Engineering, University of
Massachusetts, 1995
BS Mechanical
Engineering, Johns
Hopkins University, 1993
Licenses
Civil Engineer, California
Professional
Affiliations
International Water
Association
Water Environment
Federation
Elisa A. Garvey, Ph.D., P.E.

Dr. Elisa Garvey has 20 years of experience, including regulatory and permitting support, water resources management, water quality assessments, master planning, and monitoring plan development/implementation.

Relevant Experience
 Project engineer for the City of Fresno,
California, Report of Waste Discharge and
anti-degradation analysis for proposed
recycled water projects. Responsible for
development of the anti-degradation
analysis report for the proposed recycled
water program, with emphasis on potential
impacts to nitrate and salinity in the
underlying groundwater basins. (2010-2015,
as part of a $500K project)
 Project engineer for the City of Ventura,
California, NPDES Permit-Required Special
Studies, which included an Estuary
Subwatershed Study, Recycled Water
Market Study, and Wetlands Feasibility
Study. The Estuary Study focused on
determining if the existing wastewater
treatment plant discharge provides an
enhancement to the receiving water (Santa
Clara River Estuary) under current or
alternative discharge flow conditions. As the
allowable discharge flow will eventually be
written into the City’s NPDES permit, this
project involves coordination and
communication with the Regional Water
Quality Control Board and resource
agencies. (2009-2020, as part of a $2.5M
project)
 Project manager for the cities of Oxnard
and Pleasant Valley, California, Salt and
Nutrient Management Plan (SNMP).

Responsible for leading the project team to
develop the SNMP, which involves
groundwater basins characterization,
groundwater quality assessment,
assimilative capacity evaluation,
identification of sources of salts and
nutrients, fate/transport modeling,
management measures identification, antidegradation analysis, and environmental review. (2014-2017, $300K)
 Project engineer for the Ventura County
Watershed Protection District, California,
Lower Santa Clara River Salt and Nutrient
Management Plan (SNMP). Responsible for
providing technical and regulatory support
for SNMP development. Key tasks included
synthesizing and evaluating existing data,
identifying overall recycled water goals and
objectives, quantifying sources of salts and
nutrients, and developing management
measures. (2011-2013, $100K)
 Regulatory lead for the Tahoe Truckee
Sanitation Agency, California, Facility Master
Plan. Addressed key future regulations for
nutrients, impacts of the Maui County
Supreme Court Case on future permit
framework, and evaluation of attainment of
receiving water objectives. In addition,
addressed future regulatory actions from
downstream regulating agencies in Nevada
and tribal jurisdictions. (2019-2020, as part
of a $710K project)
 Project manager for the Bay Area Clean
Water Agencies, California, Storm Water
Diversion White Paper and Analysis. The
driver for the project was interest among
regulators in implementing stormwater
diversion projects in northern California for
the purpose of reducing concentrations of
mercury and PCBs in stormwater runoff to
San Francisco Bay. The objective of the
White Paper is to identify challenges and
opportunities associated with diversions of
flow from stormwater systems to a publicly
owned treatment works. Carollo developed
the White Paper using published and grey
literature and case studies from several
agencies, including the City of Los Angeles,
Orange County Sanitation District, City of
Ventura, City of Santa Cruz, and East Bay
Municipal Utility District. The final white
paper documents the institutional, technical,
and economic challenges and the
opportunities associated with stormwater
diversions. (2008-2010, $150K)
 Project engineer for developing
comment letters to the U.S. Environmental
Protection Agency on behalf of the Bay
County Utilities Services Department,
Florida. Responsible for developing
comment letters for (1) comments on the
Florida Statewide Mercury TMDL, (2)

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Elisa A. Garvey, Ph.D., P.E.
\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\GarveyElisa.docx comments on the Water Quality Standards
for the State of Florida’s Estuaries, Coastal
Waters, and South Florida Inland Flowing
Waters (Coastal Rule), and (3) comments on
Water Quality Standards for the State of
Florida’s Streams and Downstream
Protection Values for Lakes: Remanded
Provisions (Inland Rule). The comment
letters addressed the rulemaking process,
technical basis, and potential impacts on the
regulated community. (2013, $20K)
 Project engineer for technical review of
the Bay County Utilities Services
Department, Florida, Military Point Lagoon
(MPL) Transparency Study. Bay County was
required by a Florida Department of
Environmental Protection (FDEP)
Administrative Order to complete a
Transparency Study in St. Andrews Bay to
assess the impact of the MPL discharge on
transparency within the bay and how
transparency may be impacting seagrasses
within the bay. Responsible for providing a
technical review of the transparency study,
with particular attention on the approach
used to demonstrate attainment of FDEP
standards. (2012, $16K)
 Project manager for the City of
Bakersfield, California, Stormwater
Management Plan (SWMP) Update. Per
requirements of a new Phase 1 Stormwater
Permit, the City was required to update its
SWMP, which involved a significant
expansion in stormwater management
scope and responsibility. Responsible for
leading two workshops with City and Kern
County staff to outline new SWMP
components, identify responsible parties,
and establish an implementation schedule.

Provided technical oversight and
responsibility for updating the SWMP, which
was approved by the Central Valley
Regional Water Quality Control Board.
(2013-2016, $300K)
 Project engineer for the City of Reedley,
California, Phase II Storm Water Permit
Compliance. The project involved
developing the City’s annual report for the
previous Phase II permit compliance and
developing a guidance document per the
new Phase II permit. Development of the
annual report involved a review of storm
water program activities, meetings with
various City staff responsible for program
elements, and compilation of the data and
documents into the annual report. As part
of guidance document development,
conducted a preliminary evaluation of the
gaps between the City’s previous storm
water management program and the future
program designed to meet the new permit.

This information was compiled into the
guidance document template provided by
the State Water Resources Control Board.
(2013-2014, $40K)
 Project engineer for the Sacramento
Regional County Sanitation District,
California, Sacramento Regional Wastewater
Treatment Plant 2020 Master Plan.

Responsible for providing technical support
services for the 2020 Master Plan
Environmental Impact Report (EIR),
permitting process, and updates to the
2020 Master Plan technical documents.

Types of services included preparing
responses to EIR comments on a variety of
issues from components of the source
control program to estimates of filtration
costs; and conducting a feasibility study on
the efficacy of advanced treatment
processes for removal of priority pollutants.
(1998-2008, as part of a $4.2M project)
 Project engineer for the Sacramento
Regional County Sanitation District,
California, Sewer Interceptor and EchoWater
Project design projects. Assisted with master
planning efforts that led to Regional San’s
$1.8-billion EchoWater program. Provided
technical support for the Environmental
Impact Report, permitting process, and
master plan technical documents updates.
(2015, as part of a $1.8B project)
 Project engineer for the Contra Costa
Water District, California, CALFED Old River
Water Quality Improvements in the San
Francisco Bay Delta. The project goal was to
reduce significant sources of water quality
degradation along Old River, a drinking
water intake. Conducted a field survey to
identify and evaluate potential point and
non-point sources of pollution. Provided
technical support services for selection and
permitting of the preferred alternative.
(2003-2006, as part of a $781K project)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\ChavanSeema.docx Education
MS Environmental
Engineering,
Northwestern University,
1997
BS Civil Engineering,
University of California,
Berkeley, 1993
Licenses
Civil Engineer, California
Professional
Affiliations
American Academy of
Environmental Engineers
Water Environment
Federation
California Water
Environment Association
Seema Bhimani Chavan, P.E.

Seema Chavan, Carollo’s National Strategic Funding Leader, is an associate vice president and principal with over 20 years of experience in environmental engineering. Her projects have focused on identifying and securing local, state, and federal loan/grant funding for infrastructure projects, developing strategic funding plans, assisting with compliance requirements as well as reporting. Over the past 6 years, she has helped secure over $800 million in low interest loans and grants nationwide.

Relevant Experience
 Project funding coordinator for the City
of Santa Cruz, California, Drinking Water
State Revolving Fund (DWSRF) Funding
Assistance. Preparation of DWSRF loan
applications; Funding strategy, Coordination
with SWRCB/EPA staff, Coordination of
environmental and engineering
documentation during application process,
and coordination of loan application
package development and submittal.

Initiated third $100M+ loan application.

Responsible for the development of an
overall grant visioning workshop and
tracking potential funding opportunities for
the City’s $350 million CIP. Secured $149M
in SRF funding to date. (2022-Present,
$500K)
 Funding project manager for the City
of Antioch, California, Brackish Water
Desalination Project. Funding sources
include California Department of Water
Resources (DWR) Desalination Grant,
Drinking Water State Revolving Fund
(DWSRF) loan financing, and WIFIA loan.

Responsibilities include the management of
the three funding agencies and various
grant/loan applications and requirements.

Responsible for supporting development,
submittal and management of the DWR
grant package. Responsible for the
development/submittal of the DWSRF loan
application package and coordination with
funding agencies. Also responsible for the
development of the WIFIA application
package. Secured $55M in SRF and $10M in
DWR grant funding. (2015, $150K)
 Project manager for the Pure Water
Monterey Project, California, U.S. Bureau of
Reclamation WaterSMART Title XVI Water
Recycling Project Under WIIN Act Grant
Application. Identification of grant
document requirements; development of
required grant project benefits; overall grant
application package preparation;
coordination and integration of multiple
agency comments; client support for grant
document submittal; and client follow-up.

Secured $20M in grant funding. (2017-2022,
$160K)
 SRF application coordinator for the City
of South San Francisco, California, Water
Quality Control Plant CWSRF Loan
Assistance and CEQA Documentation.

Project tasks include preparation of CWSRF
loan application for $53.4M for two CIP
projects - wet weather improvements and
digester rehabilitation project; coordination
of environmental documentation, which
included Initial Study/Mitigated Negative
Declaration and addendum to meet CEQAPlus SRF requirements; coordination with City and SWRCB staff. Developed WIFIA
Letter of Interest Package for the two CIP
projects. (2017, $24K)
 Project manager for the Santa Clara
Valley Water District, California, Clean Water
Proposition 1 Grant and Start Revolving
Fund Application. The District applied for
$6.7M for Phases 1B/2A of the South County
Recycled Water Project. Development of the
SRF Grant Application Packages and
Supporting Information; District and SWRCB
staff coordination on the Application review;
Identification and Resolution of issues
impacting package review; and Green
Project Reserve Funding opportunities
review. (2017-2018; $50K)
 Strategic funding lead for the Santa
Clara Valley Water District, California,
supporting agency with the identification of
funding opportunities for its DWPR
research. Identified potential funding
programs applicable for research, screening
of research projects to identify those that
best fit the funding opportunities,

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\ChavanSeema.docx coordination with funding agency to discuss
project and development of grant
applications for Reclamations: Pitch to Pilot
Program, Title XVI Research Program, and
Science and Technology Program. (2019-
Present; $150K)
 Project manager for the Santa Clara
Valley Water District, California, US Bureau
of Reclamation WaterSMART Title XVI Grant
Applications for the South County Recycled
Water Project. The project was awarded the
maximum $4M grant in 2016 and an
additional $1.7M in 2017 for construction of
Phases 1B/2A of the South County Recycled
Water Project. Project Development of
Grant Application, Coordination with District
Staff and Reclamation Staff; Development of
Responses to Information Requests during
application review; and Review/Comment of
Draft Title XVI Grant Agreement. The District
closed out its USBR obligation. Awarded
$5.7M in grant funding. (2017; $35K)
 Project engineer for the City of San Luis
Obispo County, California, Integrated
Regional Water Management 2015
Implementation Grant Application. The
application was awarded the highest score
in the Central Coast area and $4.9M for the
planning studies and construction of critical
water supply projects in the County.

Awarded $4.9M in grant funding. (2015-
2016, $75K)
 Project engineer for the U.S. Bureau of
Reclamation, California, 2015 Salina and
Carmel River Basin Study Grant Application.

The application was awarded approx. $1M
(50% Federal Cost Share of a $2.1M project
effort). Materials development for the Basin
Study Grant Package and project
cost/identification of cost share and
coordination with participating agencies
and Reclamation. The application was
awarded grant funding in 2015 and
currently is in the process of negotiating the
MOA with Reclamation. The Study will be
coordinated with the drought contingency
planning efforts in order to optimize the
funding of both study efforts. Secured
$2.1M in cost share funding. (Grant 2015;
$50K; Basin Study 2018-Present; $200K)
 Project manager for the City of
Modesto, California, Prop 1 Pilot Study Grant
Application Package. Identification of grant
document requirements; SWRCB staff
coordination; review of technical
documentation; and response to SWRCB
review comments. (2010 - 2012; $50K)
 Project manager for the City of Kansas
City, Missouri, 2018 WIFIA Letter of Interest
Package Development, Blue River WWTP
Biosolids Facility. Preparation of WIFIA Letter
of Interest package, coordination with
EPA/City staff, development of required
documentation, and submittal of WIFIA
package. EPA invited the City to the
application phase for approximately $50M
in funding. (2018; $30K)
 Funding manager responsible for the
development of 2021 WIFIA LOI packages
for the City of Bellingham, Washington, Post
Point Recovery Project and City of Santa
Cruz, California, Water Supply Project.

Responsible for the preparation of LOI
package; coordination with EPA/City staff;
development of required documentation;
and submittal of WIFIA package. Both
agencies have been invited to apply for
WIFIA financing of $132M and $136M,
respectively. (2021; $100K for LOIs; $130K for
Applications)
 Project manager for the Bay County,
Florida, Water Treatment Plant and AWT
SRF Loan Program Fiscal Sustainability Plans.

Responsible for developing the FSP. Tasks
included data/information collection,
development of draft FSP, coordination of
client review, and delivery of final FSPs.
(2018-2020, $15K/FSP)
 Project engineer for the Hi-Desert Water
District, California, Wastewater Treatment
and Reclamation Project. Carollo is serving
as the Owner’s Advisor for this large septic
to sewer conversion project. Carollo
continues to assist with the District’s $125-
million Clean Water State Revolving Fund
loan application as well as, numerous other
opportunities that may benefit the District’s
ratepayers. (2009-2016, $2.5M)

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\\Io-bd-1\BD-DATA\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Resume\GarsideJason.docx Education
MS Civil Engineering,
University of Colorado,
Boulder, 1996
BS Civil Engineering,
University of Washington,
Seattle, 1994
Licenses
Professional Engineer,
Colorado, Virginia
Professional
Affiliations
American Water Works
Association
Design-Build Institute of
America
Jason C. Garside, P.E.

Jason Garside is a vice president within Carollo’s Utility Advisory Services Group, serving as the Project Delivery Manager. He performs program management/owner representative services for water and wastewater clients and provides expertise in design-build delivery. Mr. Garside is a professional engineer with over 25 years of experience in project management and engineering within the areas of drinking water treatment/distribution, wastewater treatment/conveyance, civil engineering, and storm water management.

Relevant Experience
 Owner’s representative manager for the
City of Los Angeles, California, $90-million
Advanced Water Purification Facility (AWPF)
project. The project is being delivered via
design-build with an operations phase, and
consists of a new 1.5-mgd advanced water
treatment plant for supplying reuse water to
various users. Carollo provided bridging
document development, procurement
support services, design and cost reviews,
contract development and negotiations
support, and construction oversight.

Jason was responsible for managing all
owner's representative activities. (2018-
Present, $90M)
 Owner’s representative design-build
delivery lead for the Hi-Desert Water
District, California, Water Reclamation
Program. The water reclamation facility
component of the Program was delivered
via design-build. Carollo provided bridging
document development, procurement
support services, design and cost reviews,
contract development and negotiations
support, and construction oversight. Jason
was responsible for overseeing design-build
delivery. (2009-2016, $30M)
 Owner’s representative procurement
manager for the City of Santa Barbara,
California, $60-million Desalination Facility
Rehabilitation project. The project was
delivered via design-build-operate, and
consists of up to 10 mgd of water treatment
plant improvements and new ocean intake
facilities. Responsible for managing all
activities associated with procurement of
the design-build-operator, including
bridging document development, and for
providing design-build delivery guidance.
(2015-2018, $60M)
 Owner’s representative procurement/
contract oversight lead for the Padre Dam
Municipal Water District/City of El Cajon/
County of San Diego/Helix Water District,
California, East County Advanced Water
Purification Program. The $700-million
program is being delivered as four
concurrent projects all via design-build.

Jason is responsible for procurement
support, contract amendment development,
and design-build contract oversight. (2020-
Present, $700M)
 Owner's representative manager for the
City of Thornton, Colorado, $100-million
Water Treatment Plant Replacement Project.

The project was delivered via design-build,
and consists of a new, greenfield 20-mgd
water treatment plant. Carollo provided
bridging documents, procurement services,
oversight of design-builder, and permitting
support. Our team also provided
engineering and construction support,
including design reviews, value-engineering,
cost estimate reviews, risk management,
and comprehensive construction oversight.

Jason was responsible for managing all
owner's representative activities. (2015-
2020, $100M)
 Design-build procurement lead and
business integration manager for the Metro
Water Recovery, Colorado, $475-million
Northern Treatment Plant program. The
6-year program consists of comprehensive
management and engineering services for
the planning, bridging document
development, procurement, construction,
and start-up of the District’s new 24-mgd
greenfield wastewater facility and regional
interceptor system. The treatment facility
was implemented utilizing design-build
delivery. Jason was responsible for
procurement documentation, management
of business integration team, assistance with

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administration. (2010-2015, $250M)
 Procurement and alternative delivery
advisor for the City of San Jose, California,
$2.0-billion Wastewater Capital
Improvements Program. Responsible for
planning overall procurement and project
delivery approach for the program, assisting
with the determination of preferred project
delivery method for individual projects, and
quality assurance of procurement
documentation. Several projects being
delivered via design-build. (2014-Present,
$1.7B)
 Alternative delivery/procurement
manager for the City of Houston, Texas,
$1.4-billion Northeast Water Purification
Plant (NEWPP) Expansion project. The
project is being delivered via progressive
design-build, and consists of 320-mgd of
water treatment plant improvements and
new raw water intake facilities. Managed all
activities associated with procurement of
the design-builder. (2015-Present, $1.8B)
 Project manager for owner’s advisor
services for the South Florida Water
Management District, Florida, $10-million
BCB Field Station design-build project.

Responsible for project execution plan,
bridging document development, designbuilder procurement assistance, and validation of design-builder cost proposals.
(2015-2017, $10M)
 Project manager for owner’s advisor
services for the implementation of the Ute
Lake Ranch Public Improvements District,
New Mexico, $25-million Phase 1 Water and
Wastewater System for the. Phase 1
consisted of design-build delivery of a
surface water intake structure; non-potable
water transmission, storage, and pump
station; potable water storage and
transmission; wastewater collection and
pump stations; a wastewater treatment
facility; and effluent disposal system.

Responsible for utility master planning;
water rights assessments; permitting
assistance; agency approvals; land
acquisition assistance; design management;
subconsultant procurement and
management; scheduling and cost
estimates; and construction oversight.
(2006-2010, $25M)
 Project manager (interim) for owner’s
representative services for the South Florida
Water Management District, Florida,
$60-million L8 Pump Station and Inflow
Control Structure design-build project for
the. New infrastructure consisted of a 291-
mgd pump station, a 1,940-mgd inflow
structure, and armoring modifications
surrounding the reservoir. Based on timing
needs, the project had to be under contract
with a design-builder in eight months.

Responsible for management and
engineering services in association with
project execution planning, bridging
document development, and the
procurement of the design-builder. (2012-
2016, $60M)
 Design-build procurement manager for
the Town of Longboat Key, Florida,
$25-million Subaqueous Force Main project.

Responsible for management and delivery
of project execution plan, delivery method
selection, and design-builder procurement.
(2015-2017, $20M)
 Procurement Lead for the City of Los
Angeles, California, $30-million Central Los
Angeles Recycling and Transfer Station
(CLARTS ) project. The project is being
delivered via design-build-finance-operatemaintain (DBFOM), and consists of a new facility for the receipt, processing and reuse
of organic solid waste material. Responsible
for leading the development of
procurement documents and contract
development in association with
procurement of the DBFOM entity. (2020-
Present, $30M)

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Hashmi Quazi, PhD, PE, GE
Principal-in-Charge/Project Manager
Dr. Quazi has over 35 years of overall experience and has decades of experience working with the City of Ontario
providing geotechnical engineering services. In his capacity as Principal in Charge/Project Manager, Dr. Quazi provides quality control, budget oversight, and technical assistance on various types of projects, including storm drains, pipelines, water basins, reservoirs, and other related studies.

Relevant Experience
Palm Springs Wastewater Treatment Plant Expansion, Palm Springs, CA. (01/2014 – 12/2018, Fee: $212,690.00) Principal in Charge. Provided budget and technical oversight for the geotechnical investigation. The project involved design and construction of two Headworks, Primary Clarifiers, FOG Treatment Facilities, a Cogeneration System Facility, Odor Control Facility and other structures. Both at-grade and below grade reinforced concrete structures founded on spread footings and mat foundations were planned as part of the project.

HDWD Wastewater Reclamation Facility, Yucca Valley, CA. (12/2015 – 10/2016, Fee:
$49,365.00) Principal in Charge. Provided budget and technical oversight for the geotechnical investigation. The project included ponds, basins, pump stations, aeration tank, maintenance/operations building, electrical building, above-ground and underground utilities, asphalt and concrete pavement, and open spaces. The facility has the capacity of processing 1.0 million gallons per day.

Redlands Wastewater Treatment Plant, Redlands, CA. (03/2019 – 05/2019, Fee: $12,285.00) Principal in Charge. Provided technical and budget oversight, resource allocation and contract management for the geotechnical investigation. The project is located at the Wastewater Treatment Plant at 1950 Nevada Street, Redlands, California. The project consists of the design and construction of two platforms to install fine screens and gas conditioning. The fine screen platform will be 21 foot x 35 foot in plan dimension and the gas conditioning platform is not known at this time.

Chandler WRP Improvements, San Bernardino, CA. (04/2015 – 05/2015, Fee: $28,180.00) Principal in Charge. Provided technical and budget oversight, resource allocation and contract management for the geotechnical investigation. The project consisted of the addition to the Margaret H. Chandler Water Reclamation Plant of two rectangular concrete-lined equalization ponds measuring 220 feet long by 140 feet wide by 18 feet deep, one pump station approximately 40 feet long by 30 feet wide located approximately 15.0 to 30.0 feet bgs, a 36-inch diameter, 500 foot long pipeline connecting to the existing headworks structure, and paved asphalt concrete access roads.

Eastside Water Treatment Plant & Pipeline, Chino & Ontario, CA. (02/2019 – 10/2019, Fee:
$18,405.00) Principal in Charge. Provided technical and budget oversight, resource allocation, and contract management for the geotechnical investigation. The project consisted of the expansion of the existing EWTF (LGAC - to treat 1,2,3 TCP and in-exchange - to treat Nitrate and Perchlorate) from 3,500 gpm to 7,000 gpm by the City of Chino. The facility expansion included 3 structures (IX treatment building, waste tank and LGAC system). The project also included approximately 18,650 linear feet of brine disposal pipeline consisting of dual 4-inch diameter HDPE pipe routing waste to the Inland Empire Brine Line at approximately the intersection of Euclid and Kimball Avenue.

EDUCATION
 Ph.D., Civil Engineering, University
of Arizona, 1987
 M.S., Civil Engineering, Arizona
State University, 1982
 B.S., Bangladesh Engineering
University, 1978

REGISTRATIONS/CERTIFICATIONS
 California, Civil Engineer, #46651
 California, Geotechnical Engineer,
#2517

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TWENTYNINE PALMS  ENGINEERING SERVICES FOR WASTEWATER TREATMENT FACILITY 30% ENGINEERING AND DESIGN SERVICES MICHAEL BAKER INTERNATIONAL  PAGE 1 OF 2

SURVEY DIRECTOR
Christopher L. Alberts, P.L.S.

Mr. Alberts has extensive years of combined experience
in field surveying and office mapping. As Survey
Director, he is responsible for survey support,
calculations, coordination, and supervision of all field and office operations. Additionally, Mr. Alberts has
broad knowledge of title research, easement rights, map preparation including right-of-way documents and legal descriptions, tentative and final maps. His experience includes ALTA Surveys, boundary, topographic, subdivision, control, monitoring, 3D modeling and construction surveys. Mr.

Alberts is experienced in using various types of surveying equipment, including GPS, reflectorless total stations, lasers, CAD programs, computers and data collectors with surveying and construction and grading software on various platforms.

RELEVANT EXPERIENCE
Wastewater Treatment Plant and Water Reclamation Project - Land Surveying and Mapping Services, Yucca Valley, California. Surveyor. Michael Baker prepared right-of-way base mapping, existing utility base mapping and topographic base mapping for a proposed four mgd wastewater collection and centralized treatment system to protect groundwater quality. The project encompassed over 8,300-acres in portions of 17 Sections of land.

Fee = $451,000 2015 -2022
CRP Improvements Surveys – Joshua Basin Water District, Twentynine Palms, California. Surveyor. Michael Baker performed control network surveys and topographic surveys and prepared right-of-way base mapping for the several projects under the District’s Capital Replacement Program. Under separate agreement, Michael Baker provided construction surveying for the new pipeline installments Fees = $114,000 2017-2022
CRP Improvements Surveys – Hi-Desert Water District, Yucca Valley, California. Surveyor. Michael Baker performed control network surveys and topographic surveys and prepared right-of-way base mapping for the several projects under the District’s Capital Replacement Program. Under separate agreement, Michael Baker provided construction surveying for the new pipeline installments Fees = $342,000 2013-2022
Twentynine Palms Airport (TNP) – Twentynine Palms, California. Surveyor. Michael Baker provided topographic survey, plans, specifications, engineering, and construction support services for new aircraft run-up areas, taxiway lighting reconfiguration, perimeter fencing, all-weather access road improvements, automatic security gate installation, and electrical load analysis. Michael Baker completed all work in accordance with Federal Aviation Administration (FAA) requirements, including current FAA Advisory Circulars, to ensure that FAA funding was obtained.

Fees = $121,000 2013-2014
Whitewater Channel Slope Protection, Coachella, California. Coachella Valley Water District. Surveyor. Responsible for field surveying and office mapping operations to facilitate construction of two miles of channel lining and pond reconstruction for nine percolation ponds. Michael Baker provided civil design and surveying services for approximately 4,000 linear feet of canal lining. The work program included utility research and coordination, potholing, right-of-way mapping and plan preparation for the Coachella Valley Water District. Survey and mapping services included horizontal and vertical control, softcopy photogrammetry and existing right of way mapping. Under separate agreement, Michael Baker provided construction surveying services to the general contractor constructing the slope lining per plans and specifications.

Fees = $348,000 2014-2016
Years with Michael Baker
20 Years of Experience
26 Education
Coursework, General Studies, San Jacinto College
Coursework, General Studies, South Dakota State
University
Licenses/Certifications
Professional Land Surveyor, California, 2008, 8508
Professional Affiliations
California Land Surveyors Association
Joint Professional Practices Committee, Chairman
(San Bernardino, Riverside and Imperial Counties)

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TWENTYNINE PALMS  ENGINEERING SERVICES FOR WASTEWATER TREATMENT FACILITY 30% ENGINEERING AND DESIGN SERVICES MICHAEL BAKER INTERNATIONAL  PAGE 2 OF 2
Colorado River Aqueduct As-Needed Survey Services, Southern California, California. Metropolitan Water District. Surveyor. Responsible for field surveys. Michael Baker has completed 30 task orders under an on-call agreement with the Metropolitan Water District (MWD) for boundary surveys along the Colorado River aqueduct. Boundary surveys are needed to support perfection of the rights-of-way granted to MWD under Act of Congress in 1932. Each survey retraces portions of the 230-mile aqueduct and the adjoining government sections.

Fees = $326,000 2014-2019
Eisenhower Medical Center Pump Station and Cistern, Rancho Mirage, California. Eisenhower Medical Center. Surveyor. Responsible for field surveys. Michael Baker provided engineering design and construction support services for a new centralized pump station and 100,000- gallon cistern for Eisenhower Medical Center's water supply. The project included converting the existing thermal energy storage (TES) tank to a new domestic water cistern and pump station that will provide all domestic water demands for the Center. The mechanical equipment is housed in a below-grade room that sits adjacent to the cistern. The electrical equipment is located above grade within a block wall enclosure adjacent to the pump room. The pump station contains five frame-mounted end-suction pumps and motors. Each pump has a design flow of 600 gallons per minute (gpm), total dynamic head (TDH) = 200 feet, 50 horsepower (HP) motor that operate with variable frequency drives to maintain a fixed downstream pressure, as measured by a pressure transmitter located on the discharge header. Pumps P-1 through P-3 are designated as duty, and Pumps P-4 and P-5 are designated as standby. The PLC will alternate each pump's status after each use. The standby pumps will be called to operate only if the duty pumps cannot maintain system pressure. The electrical installation uses forced air ventilation variable frequency drives, eliminating the requirement for an air conditioning unit.

Fees = $286,000 2014-2017
Avenue 50 and 52 Crossing/Eastside Dike Levee Evaluation, Coachella Valley, California. PSAV, LLC. Surveyor. Responsible for field surveys. Michael Baker prepared regional hydrology, hydraulic, and sedimentation analyses for the 51-square-mile watershed tributary to the Eastside Dike Levee along the Coachella Canal. The project evaluated the condition of the existing levee and identified options for two roadway crossing encroachments across the levee system. Regional hydrology was prepared for this arid region using the HEC-1 program. Flood routing and maximum water surface profiles along the dike were prepared using FLO-2D. The analysis evaluated the dispersion of flows along the dike from the 10 major drainage systems which are tributary to the system.

Fees = $287,000 2014-2016
La Entrada Drainage and Hydrology Studies, Coachella, California. PSAV, LLC. Surveyor. Responsible for field surveys. The project site includes seven regional conveyances and coalescing alluvial fans tributary to the Eastside Dike along the Coachella Canal. Michael Baker completed regional hydrology studies for the 50.6 square mile watershed, and 1- and 2-dimensional flood routing analyses to support the technical studies and identified the recommended improvements and project mitigation measures for the project site development. Michael Baker identified a whole fan flood hazard management program and developed the alignment and conceptual design for seven regional channels through the site.

Fees = $421,000 2014-2016

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// REFERENCES
10CITY OF TWENTYNINE PALMS // WASTEWATER TREATMENT FACILITY 30% ENGINEERING AND DESIGN SERVICES CAROLLO // QUALIFICATIONS // MAY 2022
\\Io-bd-1\bd-data\Marketing\Pursuits\Client21(SDO)\TwentyninePalms\WWTF30EngDesign\Qual0522\Indd\04-References References
Carollo prides itself on the relationships that we have developed with our clients. We have provided references below for representative projects completed by our team.

We encourage you to contact these references to verify our responsiveness and quality of service on similar projects.

Contact Name/
Phone Number/
Email
John Waddell,
Deputy Director of Public Works
P: 805-788-2713
E: [email protected]
Ed Muzik,
Former General Manager
(no longer with HDWD – retired)
P: 760-899-3858
E: [email protected]
Logan Olds,
Former General Manager
(no longer with VVWRA – Mr. Olds
currently works for Clean Water
Services in Tigard, OR)
P: 503-547-8159
E: [email protected]
Project Name/
Client/
Location
Los Osos Wastewater Project /
San Luis Obispo County /
San Luis Obispo,CA
WRP Owner’s Representative Services /
Hi-Desert Water District /
Yucca Valley, CA
Treatment Plants / Satellite MBR /
Victor Valley Wastewater Reclamation
Authority /
Victorville, CA
Address 1050 Monterey St.,
Government Center, Room 207
San Luis Obispo, CA 93408-6000
55439 29 Palms Highway
Yucca Valley, CA 92284
20111 Shay Road
Victorville, CA 92394
Project Dates 2006-2016 2009-2016 2011-2017
Short
Description
of the Work
Performed
The feasibility study identified system
configuration options and prioritized
alternatives by identifying water
resources and seawater intrusion
mitigation potential. Design activities
included design of a 1.2-mgd WWTP
including effluent disposal and solids
handling systems.

Carollo, along with our subconsultants,
Converse Consultants and Michael
Baker International, is serving as
the Hi-Desert Water District owner’s
representative project manager
for a $150-million septic to sewer
conversion. The scope of the project
includes 77 miles of pipe, three lift
stations, and a reclamation facility
that will have an ultimate capacity
of 1.6 mgd.

Carollo provided planning and design
services for the Hesperia and Apple
Valley subregional MBR and satellite
WRPs. The project includes two
“greenfield” WRPs—each sized at
1 mgd, expandable to 2 mgd, with
ultimate capacity of 4 mgd—plus the
Hesperia raw sewage pump station
and force main to treat flow from the
regional interceptor.

Remedies SLO County selected an oxidation ditch
treatment process with a traditional
design-bid-build delivery.

HDWD selected a MBR treatment
process with design-build procurement
for the WWTP and traditional
design-bid-build delivery for the
collection system.

VVWRA chose to bundle the
construction contract for the two
WWTPs under a traditional designbid-build procurement.

Contract
Amount
$6M $2.7M $66M

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CAROLLO ENGINEERS, INC.

HOURLY RATE SCHEDULE
As of January 1, 2021 California
Hourly Rate
Engineers/Scientists
Assistant Professional $145.00
Professional 165.00
Project Professional 225.00
Lead Project Professional 265.00
Senior Professional 290.00
Technicians
Technicians 130.00
Senior Technicians 160.00
Support Staff
Document Processing / Clerical 115.00
Project Equipment Communication Expense
(PECE) Per DL Hour

13.00 Other Direct Expenses
at cost
$.585 per mile
cost + 5%
cost + 5%
Travel and Subsistence
Mileage at IRS Reimbursement Rate
Effective January 1, 2022
Subconsultant
Other Direct Cost
Expert Witness Rate x 2.0
This fee schedule is subject to annual revisions due to labor adjustments.

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Converse Consultants P2022

CONVERSE CONSULTANTS
Non-Prevailing Wage Schedule of Fees
Personnel
Introduction
It is the objective of Converse Consultants to provide its clients with quality professional and technical services and a continuing source of professional advice and opinions. Services will be performed in a manner consistent with that level of care and skill ordinarily exercised by members of the profession currently practicing in the same locality under similar conditions. This fee schedule is valid through December 31, 2022.

Hourly Charges for Personnel
Staff assignments will depend on personnel availability, job complexity, project site location, and experience level required to satisfy the technical requirements of the project and to meet the prevailing standard of professional care.

Field Technical Services (all including vehicle and equipment) Construction Inspector – ACI/ICC and/or AWS/CWI certified (concrete, post-tension, masonry, structural steel, fireproofing; includes concrete batch plant and local steel fabrication inspections) ................................. $80 Non-Destructive Testing Inspector (ultrasonic, magnetic particle, dye penetrant).....................................................................85 Construction Inspector/Technician (skidmore, pull testing, torque testing, Schmidt hammer, and pachometer).......................80 Coring Technician ......................................................................................................................................................................80 Soils Technician (soil, base, asphalt concrete, and moisture emission testing) ........................................................................80 Senior Soils Technician.............................................................................................................................................................. 85 Sample Pick-Up ......................................................................................................................................................................... 50 Professional Services (field and office)
Staff Professional ...................................................................................................................................................................$125 Senior Staff Professional.......................................................................................................................................................... 135 Project Professional ................................................................................................................................................................. 150 Project Manager.......................................................................................................................................................................170 Senior Professional .................................................................................................................................................................. 170 Principal Professional...............................................................................................................................................................210 Principal/Consultant ................................................................................................................................................................. 225 Laboratory Testing
Laboratory Technician...................................................................................................................................................... Per Test (See Geotechnical Laboratory Testing and Materials Testing Services fee schedules.) Laboratory Supervisor.............................................................................................................................................................. $90 Office Support
Clerical/Word Processing.........................................................................................................................................................$75 Drafting.......................................................................................................................................................................................80 CAD Operator/Drafting Manager................................................................................................................................................80 An overtime charge of 50 percent of the above hourly rates (excluding Professional Services) will be added for time in excess of eight hours per day and for all time on Saturdays, Sundays and holidays. An overtime charge of 100 percent of the above hourly rates (excluding Professional Services) will be charged on Sunday if hours worked were seven continuous eight hours per day in one work week, not counting paid time off within the week. Travel time to and from the job site will be charged at the hourly rates for the appropriate personnel.

Expenses

1. Exploration expenses (drilling, trenching, etc.) are charged at cost plus fifteen percent.

2. Travel and subsistence expenses (transportation, room and board, etc.) for individuals on projects requiring travel and/or living 50 miles away from the project site are charged at cost plus fifteen percent.

3. Automobile and truck expenses are charged at cost plus fifteen percent (rentals) or at the current IRS mileage rate for companyowned vehicles traveling between principal office and project.

4. Other out-of-pocket direct project expenses (aerial photos, long-distance telephone calls, permits, outside printing services, tests, etc.) are charged at cost plus fifteen percent.

Invoices

1. Invoices will be submitted to the Client on a monthly basis, and a final bill will be submitted upon completion of services.

2. Payment is due upon presentation of invoice and is past-due thirty days from invoice date. In the event Client fails to make any payment to Converse when due, Converse may immediately cease work hereunder until said payment, together with a service charge at the rate of eighteen percent per annum (but not exceeding the maximum allowed by law) from the due date, has been received.

Furthermore, Converse may at its sole option and discretion refuse to perform any further work irrespective of payment from Client in the event Client fails to pay Converse for services when said payments are due.

3. Client shall pay attorneys’ fees or other costs incurred in collecting any delinquent amount.

General Conditions
The terms and provisions of the Converse General Conditions are incorporated into this fee schedule as though set forth in full. If a copy of the General Conditions does not accompany this fee schedule, Client should request a copy from this office.

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Converse Consultants GLT2022

CONVERSE CONSULTANTS
Schedule of Fees – Geotechnical Laboratory Testing
Compensation for laboratory testing services will be made in accordance with this fee schedule which includes test report(s) and engineering time. Costs of tests not on this schedule will be by quote and/or in accordance with our current hourly fee schedule. The rates are based on non-contaminated soil. A surcharge will be charged for handling contaminated material, which will be determined based on the project.

IDENTIFICATION AND INDEX PROPERTIES TESTS
Visual Classification, ASTM D2488...................................20.00 Engineering Classification, ASTM D2487 .........................25.00 Moisture Content and Dry (bulk) Density,
ASTM D2216 and D2937.............................................25.00 Moisture Content, ASTM D2216 ..................................20.00 Shrinkage Limit, ASTM D4943..........................................85.00 Atterberg Limits, ASTM D4318
Several points ............................................................150.00 One Point.....................................................................50.00 Particle Size Analysis, ASTM D6913
Fine Sieve, from +#200 to #4.....................................100.00 Coarse and Fine Sieve, from #200 to 3 in..................180.00 Hydrometer ................................................................120.00 Percent Passing #200 Sieve, ASTM D1140......................80.00 Specific Gravity
Fine, passing #4 sieve, ASTM D854..........................100.00 Coarse, retained on #4 sieve, ASTM C127................100.00 Sand Equivalent Test, ASTM D2419...............................120.00 Double Hydrometer Dispersion, ASTM D4221................150.00

COMPACTION AND BEARING STRENGTH
Standard Proctor Compaction, ASTM D698 or ASTM D1557
Method A or B............................................................200.00 Method C, 6” mold......................................................210.00 California Impact Method, Caltrans 216..........................220.00 R-value, ASTM D2844 and CTM301...............................270.00 California Bearing Ratio (CBR), ASTM D1883
1 Point........................................................................530.00 3 Points ......................................................................750.00 Relative Density

0.1 Cubic Foot Mold...................................................200.00

0.5 Cubic Foot Mold...................................................300.00

SHEAR STRENGTH
Torvane/Pocket Penetrometer ..........................................25.00 Direct Shear
Quick Test....................................................................75.00 Consolidated, Drained, granular soil,
ASTM D3080 ........................................................220.00 Consolidated, Drained, fine grained soil,
ASTM D3080 ........................................................260.00 Consolidated, Undrained, fine grained soil.................220.00 Residual Strength, per cycle ........................................70.00 Remolded Specimens ..................................................70.00

STATIC UNIAXIAL AND TRIAXIAL STRENGTH TESTS
(PER POINT)
Unconfined Compression, ASTM D2166 ........................150.00 Unconsolidated, Undrained, ASTM D2850 .....................160.00 Consolidated, Undrained, per point ................................700.00 Consolidated, Drained, per point ....................................700.00 With Pore Pressure Measurement, per load...................150.00 Remolded Specimen.........................................................90.00 CONSOLIDATION (ASTM2435) AND SWELL COLLAPSE
(ASTM D4546) TESTS
8 Load Increments ..........................................................250.00 Additional Load Increment ................................................50.00 Time-Ratio, per load increment.........................................90.00 Single Point, collapse test.................................................90.00 Single Load Swell, ASTM D4546
Ring Sample, Field Moisture......................................... 95.00 Ring Sample, Air Dried ................................................. 95.00 Remolded Sample.............................................................. 70.00 Expansion Index Test, UBC 29-2/ASTM D4829................130.00

HYDRAULIC CONDUCTIVITY TESTS
Constant Head, ASTM D2434...........................................250.00 Falling Head Flexible Wall, ASTM D5084 .........................300.00 Triaxial Permeability, EPA 9100........................................350.00 Remolded Specimen.......................................................... 60.00

CHEMICAL TESTS
Corrosivity (pH, resistivity, sulfates, chlorides)..................220.00 Organic Content, ASTM D2974.........................................100.00 Conditions: Unit rates presented on this fee schedule are for routinely performed geotechnical laboratory tests. Numerous other earth material physical tests can be performed in our geotechnical laboratories, including rock core, soil cement and soil lime mixture tests. Tests not listed can be quoted upon request. This fee schedule is valid through December 31, 2022.

Prices are based on the assumption that samples are uncontaminated and do not contain heavy metals, acids, carcinogens and/or volatile organics which can be measured by an organic vapor analyzer or photoionization detector with a concentration greater than 50 parts-per-million (ppm). Quoted testing fees are based on the assumption that no protective clothing will be required to handle samples. If Level D protective clothing will be required during handling of samples (as defined in Federal CFR Part 1910.120), then a 40% increase in fees presented in this schedule will be applied. Level C protective clothing will be a 60% increase in fees. Converse will not handle samples that require either Level B or Level A protection in our geotechnical laboratories.

Contaminated samples will be returned to the client. Uncontaminated samples will be disposed of 30 days after presentation of test results. The client must disclose the source of samples. Samples imported from out of state will be incinerated after testing in accordance with requirements of the United States Department of Agriculture. Soil samples obtained within the State of California currently designated quarantine areas will also be incinerated in accordance with the requirement of the State of California, Department of Food and Agriculture, Division of Plant Industry, Pest Exclusion. A $5.00 incineration fee will be added to each sample that is required to be incinerated in accordance with State and Federal law.

Test results requiring plots will be presented in a publishable format generated from computer programs. Otherwise, raw test numbers will be presented. A minimum laboratory fee of $50.00 will be charged to present and mail test results. Beyond the standard U.S. Mail delivery, specialized transmittal will be charged at additional cost (e.g., Federal Express, UPS, etc.). Geotechnical testing does not include engineering and/or geologic review and analysis.

Typical turnaround for geotechnical laboratory testing is two weeks (or roughly ten working days). To expedite test turnaround to five working days, a 50% increase in the fees in this schedule will be applied. Many geotechnical tests require at least one week to perform in accordance with ASTM or other standard specifications. Fees presented in this schedule for relatively undisturbed direct shear, consolidation or expansion pressure tests are based on the assumption that 2.416-inch inside diameter brass ring samples will be provided to the geotechnical laboratory for testing. Remolded specimens will be compacted in standard 2.5-inch outside diameter brass rings for direct shear, consolidation and expansion pressure tests. All fees presented in this schedule are based on the assumption that the client will deliver samples to our laboratory at no additional cost to Converse.

Invoices will be issued monthly and are payable on receipt unless otherwise agreed upon. Interest of 1.5% per month (but not exceeding the maximum allowed by law) will be payable on any amount not paid within thirty days; payment thereafter to be applied first to accrued interest and then to the principle unpaid amount. The Client shall pay any attorneys' fees or other costs incurred in collecting any delinquent amounts.

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Converse Consultants MTS2022

CONVERSE CONSULTANTS
Schedule of Fees – Materials Laboratory Testing
Compensation for laboratory testing services will be based on rates in accordance with this fee schedule which includes test report(s) and engineering time. Costs of tests not on this schedule will be by quote and/or in accordance with our current hourly fee schedule. Our services will be performed in accordance with the General Conditions. This fee schedule is valid through December 31, 2022.

AGGREGATES
Moisture Content, ASTM D2216 .............................................. 20.00 Particle Size Analysis
Coarse, ASTM C136, each............................................... 100.00 Coarse and Fine, ASTM C136 & C137), each.................. 180.00 Specific Gravity & Absorption
Coarse Aggregate, ASTM C127....................................... 100.00 Fine Aggregate, ASTM C128 ........................................... 100.00 Unit Weight per Cubic Foot, ASTM C29 ............................. 75.00 Soundness, Sodium or Magnesium, ASTM C88, each..... 200.00 Potential Alkali Reactivity, ASTM D289 ............................ 300.00 Freeze Thaw Soundness.................................................. 175.00 Los Angeles Abrasion, per class, ASTM C131, C535....... 220.00 Sand Equivalent, ASTM D2419........................................ 110.00 Lightweight Particles, ASTM C123, each.......................... 100.00 Clay Lumps & Friable Particles, ASTM C142, each.......... 120.00 Stripping Test, ASTM D1664, each .................................... 85.00 Organic Impurities, ASTM C40......................................... 100.00 Durability ...................................................................... By Quote

CONCRETE TESTS
Laboratory Trial Batch, ASTM C192 .................................. By Quote Laboratory Mix Design, Historical Data.............................. By Quote Compression Test, 6”x12” Cylinder, ASTM C39, each............. 45.00 Lightweight Concrete
Compression ...................................................................... 45.00 Unit Weight......................................................................... 45.00 Specimen Preparation, Trimming or Coring, each ................... 60.00 Bond Strength, ASTM C321
Prepared by Converse...................................................... 150.00 Prepared by Others ............................................................ 80.00 Core Compression Test, ASTM C12, each.............................. 80.00 Flexure Test, 6”x6” Beams, ASTM C78, each........................ 110.00 Modulus of Elasticity, Static, ASTM C469, each .................... 150.00 Length Change, ASTM C157, 3 bars, 5 readings each,
up to 26 days.................................................................... 320.00 Splitting Tensile, 6”x12” Cylinders, each.................................. 80.00 Field Concrete Control (sampling, slump, temperature,
cast 4 cylinders, molds, cylinder pick-up, within 10 miles of office, stand-by extra), ASTM/UBC, hourly rate
schedule, or each cylinder.................................................. 95.00 Field Concrete Control (same as above plus air content test), ASTM/UBC, each cylinder.................................................. 95.00 Hold Cylinder........................................................................... 10.00 Cylinder Mold, sent to job site but not cast by Converse or returned to Converse............................................................ 5.00 MASONRY (ASTM C140, E447, UBC STANDARD 24-22)
Moisture Content, as received, each........................................ 20.00 Absorption, each...................................................................... 50.00 Compression, each.................................................................. 55.00 Shrinkage, ASTM C426, each ............................................... 100.00 Net Area and Volume, each..................................................... 25.00 Masonry Blocks, per set of 9.................................................. 450.00 Masonry Core Compression, each........................................... 55.00 Masonry Core Shear, each...................................................... 55.00 Masonry Core Trimming, each................................................. 55.00 Compression Test, grouted prisms, 8”x8”x16”, each.............. 120.00 Compression Test, grouted prisms, 12”x16”x16”, each.......... 130.00 Compression Test
2”x4” Mortar Cylinder, each ................................................ 45.00 3”x6” Grout Prisms, each.................................................... 45.00 2” Cubes, ASTM C109, each.............................................. 45.00 Cast by Others......................................................................... 45.00 Mortar or Grout Mix Designs.............................................. By Quote

FIREPROOFING TESTS
Oven Dry Density, per sample................................................. 70.00

MOISTURE EMISSION TEST
Moisture Emission Test Kit......................................................80.00

ASPHALTIC CONCRETE
Stability, Flow, and Unit Weight, ASTM D6927 .....................220.00 Marshall ASTM D1559, ASTM D2726...................................220.00 Measured Maximum Specific Gravity of Mix, ASTM D2041,
Rice Method, each ............................................................95.00 Void Analysis of Cores or Marshall Specimens,
Calculations Only, ASTM D3203, set of 2 or 3...................60.00 Laboratory Mixing of Asphalt & Concrete, per sample.............75.00 Complete Asphalt Concrete Mix Design
Hveem or Marshall ......................................................By Quote Extraction of Asphalt and Gradation, ASTM D2172, Method B, or California 310, including ash correction, each .............220.00 Extraction of Rubberized Asphalt & Gradation, each.............250.00 Specific Gravity, ASTM D2726 or ASTM D1188
Uncoated...........................................................................95.00 Coated.............................................................................105.00 Immersion-Compression .......................................................400.00 Particle Coating, ASTM D2489 ...............................................60.00 Stripping, ASTM D1664 ..........................................................70.00 Moisture or Volatile Distillates in Paving Mixtures, or Materials Containing Petroleum Products or
By-Products.....................................................................220.00 Retained Strength, ASTM D1074/D1075, 6 specimens.....By Quote Retained Stability, Mil, Std, 520A, Method 104,
6 specimens ................................................................By Quote CBR, ASTM D1883, including M/D Curve, 1 point ................350.00 Asphalt Temperature...............................................................15.00

STRUCTURAL STEEL
Tensile Test #9 Bar or Smaller, each ......................................60.00 Bend Test #9 Bar or Smaller, each .........................................60.00 Tensile Test #10 Bar or Greater, each ..................................280.00 Tensile Test #14 Bar, each ...................................................310.00 Rebar Coupler Tensile Test ..................................................100.00 Tensile Test, Welded #9 Bar or Smaller, each ......................100.00 Tensile Test, Welded #10 Bar or Greater, each ....................280.00 Tensile Test, Welded #14 Bar, each .....................................310.00 Tensile Test, Mechanically Spliced, #9 Bar or Smaller,
each ................................................................................180.00 Tensile Test, Mechanically Spliced, #10 Bar or Greater, each ................................................................................350.00

HIGH STRENGTH BOLT, NUT, AND WASHER TESTING
Wedge Tensile Test, A490 Bolts
Under 100,000 lbs., each ..................................................65.00 Over 100,000 lbs., each ....................................................75.00 Wedge Tensile Test, A325 Bolts
Under 100,000 lbs., each ..................................................80.00 Tensile Test, Anchor Bolts, tested with displacement
transducers, each............................................................300.00 Nut Hardness, Proof & Cone Proof Load Test, each...............50.00 Washer Hardness, each..........................................................50.00 A325 or A490, Bolt Hardness Only, each................................50.00 Bolt A325 or A490 Wedge Tensile
Under 100,000 lbs. & Hardness, each...............................90.00 Over 100,000 lbs. & Hardness, each...............................150.00 Bolt, Nut & Washer, all tests per set with bolts
Under 100,000 lbs. ..........................................................300.00 Over 100,000 lbs. ............................................................380.00 See Schedule of Fees – Geotechnical Laboratory Testing for soil testing. Hourly rates are available upon request. Field Laboratory rates are available upon request. Listed unit rates are based upon the assumption that samples will be delivered to our laboratory at no cost to Converse.

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Michael Baker International, Inc. (Michael Baker)
Firm Contact
Michael Baker International
75-410 Gerald Ford Drive, Suite 100
Palm Desert, CA 92211
Christopher Alberts, PLS, Vice President
(760) 341-6110
[email protected]
Rate Schedule
Personnel Hourly Rate
2-Person Survey Crew $295
1-Person Survey Crew $175
Licensed Surveyor $205
Field Supervisor $185
Survey Director $300
Project Surveyor/Mapper $150
Survey/Mapping Analyst $135

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Page 294 of 338 ends

STAFF REPORT
TO: City Council
FROM: Finance Director
FOR MEETING: Jul 20 2022
SUBJECT: Proposed Budget Revisions for Special Revenue Funds and Other Funds for Fiscal Year 2022-23.

RECOMMENDATION:

The City Council approve the following:

1. Resolution No. 22-__, approving the budget revisions for the Capital Projects Fund, Special Revenue Funds (excluding Project Phoenix Funds), Enterprise Fund, Internal Service Fund and Successor Agency Fund for FY 2022-23.

2. Inter-fund Transfers:
i. FY 2022-23 transfers:
a. $3,118,608 from the ARPA fund to the General Fund for general government services. b. $10,000 from the Gas Tax Fund to the General Fund for Admin fees. c. $10,000 from the Measure I Fund to the General Fund for Admin fees. d. $110,543 from the Successor Agency Fund to the General Fund for Admin fees.

ORDER OF PROCEDURE:

Request Staff Report (City Manager and Finance
Director Presenting)
Council Questions of Staff
Request Public Comment
Council Discussion
Motion/Second
Discussion of Motion
ATTACHMENTS:
• Revised Budget - Special
Fund Budget FY 22_23
• PowerPoint - Proposed
Budget Revisions Special
Funds FY 22_23
• Special Funds Budget
Resolution FY 22.23
BACKGROUND:

The City Manager and Finance Director are presenting the proposed budget revisions for the Special Revenue Funds and Other Funds for FY 2022-23. The original Special Funds budget for FY 2022-23 was adopted on June 29, 2021.

Special revenue funds are funds established by the City Council or other agencies to collect money that must be used for a specific project or purpose. Special revenue funds provide an extra level of accountability and Page 295 of 338 transparency to taxpayers and/or ratepayers that their tax or fee dollars will go toward an intended project or purpose.

As for the Special Funds, the funding for capital improvements, capital maintenance (streets), and other capital related projects are proposed at $22,529,374. Project categories are segregated into the following:

Project Type Amount
Streets $2,619,677
Parks $7,317,577
Safety $6,474,241
Wastewater $5,216,438
Other Projects $2,262,515
TOTAL $23,890,448
In addition to the above capital improvements, capital maintenance (streets), and other capital related projects, the City maintains other Special Revenue Funds, one enterprise fund, one internal service fund and the Successor Agency Fund which address the following special tasks:
• Community Development Block Grant Fund - This fund accounts for grant revenues and capital and noncapital related expenditures under the CDBG program; • Risk Management Fund (Internal Service Fund) - This fund accounts for the collection of resources, mainly from PARSAC rebates, to use for SIR (Self Insured Retention) and other Risk related expenses; • Lighting and Landscaping Assessment Districts – A parcel approved assessment district for the benefit of lighting and landscaping within a specific area. The two assessments are the Historic Plaza and Desert Vista housing;
• Public Access TV Fund – A 1% fee on our cable television bills to pay for the access of information by the public. The fee is referred to as PEG (Public, Educational, and Governmental) access channels; • TBID (Tourism Business Improvement District) - A 1.5% fee on our short term overnight stays in our hotels, motels, and vacation home rentals that benefits the Tourism Marketing, Promotion, and Advertising of our destination;
• ARPA Fund - This fund was created to track the collection and use of funds received through the American Rescue Plan Act of 2021;
• Landfill/Land Use Fund – The revenues are from mainly the recently approved Article 19 fees from the Waste Disposal Agreement (WDA) to pay for costs associated with abatement programs, recycling programs, and household hazardous waste (HHW);
• Successor Agency – The revenues from property tax increments to pay the bonds (principal and interest) associated with Project Phoenix and administration of the Successor Agency; and • Sewer Fund (Enterprise Fund) - This fund was created to account for the cost of providing sewer services to the general public and the user charges by which these costs are recovered.

Current Funding Challenges:

With the current inflation hitting record highs, the cost of labor, materials and services has gone up significantly; this left various projects underfunded. For instance, the Luckie Park Pool upgrade was projected to be $4.8M, however, the unofficial bids results came $1.4M higher than the projected costs. On June 14, 2022, the City Council directed City Staff to use General Fund reserves to cover the difference and approved an additional $1.4M transfer from the GF to the Capital Projects fund for the Luckie Park pool upgrade. However, after that meeting, the State approved, through Chad Mayers, State Assembly Member, the City's request for funding in the amount of $1.3M for the Luckie Park Pool Upgrade; therefore, only $74,111 will be needed from the reserves.

The bids for the construction of the Channel Trail also came higher than projected, resulting in a shortfall of resources for this project of approximately $25.7K. Similar to the Luckie Park Pool project, on June 14th, 2022, the City Council approved a transfer of $25,733 from the General Fund's reserves to the Capital Projects for this project.

ENVIRONMENTAL:

N/A Page 296 of 338
ALTERNATIVES:

The City Council could reject, add, or reduce any of Staff’s spending recommendations.

FISCAL IMPACT:

A balanced budget.

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2020-2021 2021-2022 2021-2022 2021-2022 2022-2023 2022-2023

ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 10-0000 REVENUE
4245 Interest 1,208 $ - $ - $ - $ - $ - $ - $
4254 Cares Act of 2020 261,570 $ - $ - $ - $ - $ - $ - $ 4316 Transfer In 810,225 $ 150,000 $ 4,280,686 $ 4,155,686 $ 1,000,000 $ 3,473,450 $ 2,473,450 $ 4321 LEAP Grant - $ - $ 100,000 $ 100,000 $ - $ 107,032 $ 107,032 $ 4322 SB2 Planning Grant 108,208 $ 34,953 $ 16,839 $ 60,000 $ - $ - $ - $ 4323 Major Local Hwy Program/HSIP - $ - $ - $ - $ - $ - $ - $ 4325 Major Local Hwy Program/HBP - $ - $ - $ - $ - $ - $ - $ 4328 Caltrans/HBP - Split Rock 22,488 $ 106,001 $ 141,901 $ 100,000 $ - $ 58,430 $ 58,430 $ 43?? SBCTA - Split Rock $ 7,570 7,570 $
4329 HSIPL Neighborhood Grant - PE 64,947 $ 39,185 $ 50,000 $ 50,000 $ - $ - $ - $ 4330 SSARP Grant/Cal Trans - $ - $ - $ - $ - $ - $ - $
4340 I-Bank Energy Project - $ 26,450 $ 26,450 $ - $ - $ - $ - $ 4717 Trails and Greenway Prop 68 9,463 $ 50,850 $ 901,850 $ 901,850 $ - $ 757,450 $ 757,450 $ 4719 State Grant - Luckie Park Pool - $ - $ - $ - $ - $ 1,300,000 $ 1,300,000 $ 4829 Caltrans HSIP Grant 153,996 $ - $ - $ - $ - $ - $ - $ 4890 Other/Miscellaneous Revenue 30,000 $ - $ - $ - $ - $ - $ - $ Reserves - $ 157,500 $ 400,000 $ 400,000 $ - $ 3,945,660 $ 3,945,660 $ TOTAL REVENUE 1,462,105 $ 564,939 $ 5,917,726 $ 5,767,536 $ 1,000,000 $ 9,649,592 $ 8,649,592 $ 10-DEPT EXPENDITURES
6295 Well Repair** 11,742 $ 8,434 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ - $ 6331 USGB-Groundwater Monitoring - $ - $ - $ - $ - $ - $ - $ 6334 SSARPL - $ - $ - $ - $ - $ - $ - $
6335 Trails Flood Control Plan Prop 68 19,776 $ 67,896 $ 901,850 $ 901,850 $ - $ 783,183 $ 783,183 $ 6336 Downtown Specific Plan City + Match 108,208 $ 203,187 $ 210,000 $ 210,000 $ - $ - $ - $ 6351 General Plan/Housing Element Update 14,243 $ 28,725 $ 100,000 $ 142,800 $ - $ 107,032 $ 107,032 $ 6351 General Plan/Social Equity Element - $ - $ 42,800 $ 42,800 $ - $ 42,800 $ 6359 Contract & Consulting 8,380 $ - $ - $ - $ - $ - $ - $ 6364 Grease Traps 55,000 $ - $ - $ - $ - $ - $ - $
6512 Re Roof City Buildings - $ - $ 125,000 $ 100,000 $ - $ 158,000 $ 158,000 $ 6520 Vehicle Replacement - $ - $ 40,000 $ 40,000 $ - $ 40,000 $ 40,000 $ 6611 Adobe/SR62 Safety Improvement Project 270 $ - $ - $ - $ - $ - $ - $ 6693 Animal Control Quarantine Building 16,293 $ - $ - $ - $ 200,000 $ 200,000 $ - $ 6693 Animal Control Building - $ - $ - $ - $ 500,000 $ 500,000 $ - $ 6778 Amboy Bike Path 11,650 $ 104,173 $ 104,173 $ - $ - $ - $ - $ 6779 Hatch/Sullivan Bike Path - $ 7,500 $ 250,000 $ 250,000 $ - $ 250,000 $ 250,000 $ 6781 Split Rock Bridge Design + CM 23,242 $ 175,430 $ 177,050 $ 120,000 $ - $ 75,900 $ 75,900 $ 6787 City Wide Energy Project 703 $ - $ - $ - $ - $ - $ - $ 6803 MBTA Project Phoenix Transfer Station 730 $ (839) $ - $ - $ - $ - $ - $ 6804 Theatre 29/Pioneer Park Prop 68 125,806 $ - $ - $ - $ - $ - $ - $ 6865 Pioneer Park Property Acquisition - $ 16,575 $ 211,800 $ 211,800 $ - $ 195,225 $ 195,225 $ 6??? Building Improvement - CD/Finance - $ - $ - $ - $ - $ 250,000 $ 250,000 $ 6852 Shade Structures 331,240 $ - $ 94,000 $ 94,000 $ - $ 139,000 $ 139,000 $ 6853 Playground Equipment 59,095 $ - $ - $ - $ - $ - $ - $ 6897 Replace Luckie Park Light Poles - $ - $ 50,000 $ 50,000 $ - $ 1,000,000 $ 1,000,000 $ 6961 Hwy 62, Curb, Gutter, Sidewalk Encelia 67,617 $ - $ - $ - $ - $ - $ - $ 6962 HSIPL-Neighborhood Safety Project - PE 86,264 $ 42,726 $ 50,000 $ 50,000 $ - $ - $ - $ 6985 Equipment Replacement Fund - $ - $ 30,000 $ 30,000 $ 30,000 $ 20,000 $ (10,000) $ 6985 Equipment Replacement Fund - PW Mower - $ - $ - $ - $ 26,000 $ 26,000 $ - $ 6987 Hardware & Software Upgrades 81,900 $ - $ - $ - $ - $ - $ - $ 6988 Luckie Park Pool Upgrade - $ 258,451 $ 3,497,086 $ 3,497,086 $ 84,000 $ 5,752,352 $ 5,668,352 $ TOTAL EXPENDITURES 1,022,159 $ 912,258 $ 5,903,759 $ 5,760,336 $ 860,000 $ 9,559,492 $ 8,656,692 $

GENERAL CAPITAL PROJECTS FUND
The Capital Improvement Fund tracks grants and projects that aren't related to Community Development Block Grants.

SPECIAL REVENUE FUNDS AND OTHER FUNDS BUDGET

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 11-0000 REVENUE
4400 CDBG - Homekey Program - $ - $ 713,255 $ - $ - $ - $ - $ 4400 CDBG - Luckie Park Pool Deck - $ - $ - $ - $ - $ 230,000 $ 230,000 $ 4410 Meal Assistance Program 56,266 $ 42,042 $ - $ - $ - $ 62,310 $ 62,310 $ Reserves - $ - $ - $ - $ - $ - $ - $
TOTAL REVENUE 56,266 $ 42,042 $ 713,255 $ - $ - $ 292,310 $ 292,310 $ 11-XXXX EXPENDITURES
6865 Homekey Project - Property Acquisition - $ 511,126 $ 713,255 $ - $ - $ - $ - $ 6905 COVID-19 Meal Assistance Progam 56,420 $ 89,403 $ - $ - $ - $ 62,310 $ 62,310 $ 6988 Luckie Park Pool Deck - $ - $ - $ - $ - $ 230,000 $ 230,000 $ $ -
TOTAL EXPENDITURES 56,420 $ 600,529 $ 713,255 $ - $ - $ 292,310 $ 292,310 $

COMMUNITY DEVELOPMENT BLOCK GRANT FUND
Community Development Block Grants (CDBG) are funded by the Federal Government and administered by the County. In order to benefit as many citizens as possible, the funds are used for parks and public buildings.

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 12-0000 REVENUE
4245 Interest 2,936 $ 1,414 $ - $ - $ - $ - $ - $
4264 Curb, Gutter & Sidewalk Impact
Fees 136,461 $ 107,825 $ 90,000 $ 90,000 $ 90,000 $ 80,000 $ (10,000) $ Reserves - $ - $ 169,600 $ 169,600 $ - $ 116,507 $ 116,507 $ TOTAL REVENUE 139,397 $ 109,239 $ 259,600 $ 259,600 $ 90,000 $ 196,507 $ 106,507 $ 12-4043 EXPENDITURES
6658 Curbs, Gutter & Sidewalks,
Baseline - Utah to Bedouin - $ - $ - $ - $ - $ - $ - $
6920 Safe Route 2 School Master Plan 24,414 $ - $ - $ - $ - $ - $ - $ 6922 Safe Route 2 School Eng/Adm - $ 16,820 $ 219,600 $ 219,600 $ - $ 196,507 $ 196,507 $ 6923 Safe Route 2 School ROW - $ - $ 40,000 $ 40,000 $ - $ - $ - $ TOTAL EXPENDITURES 24,414 $ 16,820 $ 259,600 $ 259,600 $ - $ 196,507 $ 196,507 $

CURB, GUTTER & SIDEWALK IMPACT FEE FUND
This Fund was created to track the collection and use of impact fees collected when building permits are issued. The purpose is to provide off-site improvements .

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 20-0000 REVENUE
4245 Interest 9 $ - $ - $ - $ - $ - $
4251 Vehicle Code Fines 3,377 $ 2,078 $ 2,000 $ 2,000 $ 2,000 $ 2,000 $ - $ 4316 Transfer in 10,000 $ 12,500 $ 15,000 $ 15,000 $ 15,000 $ 30,000 $ 15,000 $ Reserves - $ - $ - $ - $ - $ - $ - $
TOTAL REVENUE 13,386 $ 14,578 $ 17,000 $ 17,000 $ 17,000 $ 32,000 $ 15,000 $ 20-4043 EXPENDITURES
6530 Traffic Signal/Lights-SCE 7,636 $ 6,505 $ 7,000 $ 7,000 $ 7,000 $ 7,000 $ - $ 6531 Signal Maintenance 20,741 $ 6,778 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ - $ TOTAL EXPENDITURES 28,377 $ 13,283 $ 17,000 $ 17,000 $ 17,000 $ 17,000 $ - $

TRAFFIC SAFETY FUND
The source of revenue is a percentage of traffic fines collected for violations within the City. The funds must be expended in a manner that enhances traffic safety. Funds cannot be used for police salaries.

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 21-0000 REVENUE
4245 Interest - $ - $ - $ - $ - $ - $ - $
4432 RMRA SB1 - $ - $ - $ - $ 562,055 $ 663,593 $ 101,538 $ Reserves - $ - $ - $ - $ - $ - $ - $
TOTAL REVENUE - $ - $ - $ - $ 562,055 $ 663,593 $ 101,538 $ 21-4043 EXPENDITURES
6772 Overlay by Street Crew - $ - $ - $ - $ 562,055 $ 663,593 $ 101,538 $ TOTAL EXPENDITURES - $ - $ - $ - $ 562,055 $ 663,593 $ 101,538 $ ROAD MAINTENANCE REHAB ACCOUNT (RMRA) SB1
RMRA Funds are derived from a per gallon fuel excise tax, diesel fuel sales tax and vehicle registartion fee. These funds are used on roads for major work rather then day to day

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 22-0000 REVENUE
4245 Interest 927 $ 568 $ - $ - $ - $ - $ - $
4432 2032 Gov's Add'l Funds - $ - $ - $ - $ - $ - $ - $ 4439 2103 Funds 195,201 $ 200,478 $ 232,823 $ 225,464 $ 225,464 $ 269,359 $ 43,895 $ 4440 2106 Funds 96,023 $ 92,102 $ 108,288 $ 104,580 $ 104,580 $ 117,219 $ 12,639 $ 4441 2107 Funds 201,703 $ 161,494 $ 234,280 $ 210,646 $ 210,646 $ 254,696 $ 44,050 $ 4442 2107.5 Funds 6,000 $ 6,000 $ 6,000 $ 6,000 $ 6,000 $ 6,000 $ - $ 4443 2105 Funds 149,059 $ 139,433 $ 172,067 $ 165,627 $ 165,627 $ 186,615 $ 20,988 $ 4890 Other/Misc - $ - $ - $ - $ - $ - $ - $
4910 Sale of Assets - $ - $ - $ - $ - $ - $ - $
Reserves - $ - $ - $ - $ - $ - $ - $
TOTAL REVENUE 648,913 $ 600,075 $ 753,458 $ 712,317 $ 712,317 $ 833,889 $ 121,572 $ 22-4043 EXPENDITURES
5110 Salaries 262,852 $ 278,978 $ 295,822 $ 295,822 $ 337,184 $ 400,142 $ 62,958 $ 5235 Vehicle/Cell Allowance 270 $ 1,328 $ 1,920 $ 1,920 $ 1,920 $ 1,920 $ - $ 5250 Insurance 41,768 $ 43,164 $ 49,974 $ 49,974 $ 57,058 $ 63,005 $ 5,947 $ 5251 Retirement 27,236 $ 27,783 $ 29,383 $ 29,383 $ 33,618 $ 39,420 $ 5,802 $ 5252 Workers Comp 9,145 $ 10,793 $ 9,614 $ 9,614 $ 13,487 $ 16,006 $ 2,519 $ 5253 PTO 4,251 $ 2,240 $ 14,731 $ 14,731 $ 15,320 $ 10,000 $ (5,320) $ 6210 Electricity 3,025 $ 5,474 $ 5,879 $ 5,879 $ 6,114 $ 6,307 $ 192 $ 6211 Natural Gas 652 $ 230 $ 700 $ 700 $ 700 $ 700 $ - $ 6212 Water 646 $ 210 $ 735 $ 735 $ 772 $ 809 $ 37 $
6221 Telephone 579 $ 142 $ 2,000 $ 2,000 $ 2,000 $ 2,000 $ - $ 6241 Office Supplies - $ 438 $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ - $ 6251 Training & Meetings - $ - $ 1,500 $ 1,500 $ 3,000 $ 3,000 $ - $ 6262 Equipment Repair &
Maintenance 28,572 $ 34,259 $ 60,000 $ 60,000 $ 60,000 $ 60,000 $ - $ 6272 Vehicle Repair &
Maintenance 14,775 $ 12,219 $ 12,500 $ 12,500 $ 12,500 $ 20,000 $ 7,500 $ 6291 Building Repair &
Maintenance 1,725 $ 1,758 $ 4,000 $ 4,000 $ 2,000 $ 6,000 $ 4,000 $ 6312 Small Equip. & Tools 2,519 $ 1,892 $ 4,000 $ 4,000 $ 4,000 $ 6,000 $ 2,000 $ 6327 Equipment Lease 26 $ - $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ - $ 6332 Uniforms 3,344 $ 408 $ 4,000 $ 4,000 $ 4,000 $ 4,000 $ - $ 6359 Contract Services 8,751 $ 4,573 $ 4,573 $ 4,573 $ 4,710 $ 4,710 $ - $ 6432 Liability and Property
Insurance 32,915 $ 30,265 $ 34,000 $ 34,000 $ 35,000 $ 35,000 $ - $ 6508 Capital Equipment - $ - $ - $ - $ - $ - $ - $
6532 Signs & Striping 4,787 $ 2,858 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ - $ 6534 Road Improvement
& Maintenance 1,663 $ 140 $ 4,000 $ 4,000 $ 4,000 $ 8,000 $ 4,000 $ 6536 Asphalt & Concrete 9,433 $ 309 $ 10,000 $ 10,000 $ 10,000 $ 20,000 $ 10,000 $ 6537 Emergency Road Work 139 $ 1,331 $ 3,000 $ 3,000 $ 3,000 $ 8,000 $ 5,000 $ 6556 Street Lighting-SCE 46,954 $ 43,812 $ 53,000 $ 53,000 $ 53,000 $ 57,000 $ 4,000 $ 6765 Sign Material 34,843 $ 13,024 $ 50,000 $ 50,000 $ 26,934 $ 39,871 $ 12,937 $ 6850 Admin Fees Transferred to GF 10,000 $ 8,333 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ - $ TOTAL EXPENDITURES 550,870 $ 525,961 $ 677,331 $ 677,331 $ 712,317 $ 833,889 $ 121,572 $

GAS TAX FUND
Also referred to as the Highway Users Tax is derived from $.18 per gallon of gasoline sold. Revenue is divided between the State, cities and counties. The funds must be spent on street repair and maintenance within the roadway, and cannot be used to widen or extend a road.

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 23-0000 REVENUE
4245 Interest 160 $ 12 $ - $ - $ - $ - $ - $
Reserves - $ - $ - $ - $ - $ 5,905 $ 5,905 $
TOTAL REVENUE 160 $ 12 $ - $ - $ - $ 5,905 $ 5,905 $
23-4043 EXPENDITURES
6823 Message Board 28,615 $ - $ - $ - $ - $ 5,905 $ 5,905 $ 6972 Micro Surfacing Projects - $ - $ - $ - $ - $ - $ - $ TOTAL EXPENDITURES 28,615 $ - $ - $ - $ - $ 5,905 $ 5,905 $ The source of revenue is a loan repayment from the State for the Traffic Congestion Relief Fund (TCRF). TCRF is a percentage of traffic fines collected for violations within the City.

TCRF LOAN REPAYMENT SB1

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 26-0000 REVENUE
4720 HSIPL Neighborhood Safety Project - Construction - $ - $ 1,190,000 $ 1,190,000 $ - $ 1,040,000 $ 1,040,000 $ 4721 Split Rock Bridge Construction - Calgrants* $ - - $ 2,119,298 $ 2,119,298 $ - $ 2,175,400 $ 2,175,400 $ 4721 Split Rock Bridge Construction - SBCTA* $ - - $ 285,560 $ 285,560 $ - $ 217,540 $ 217,540 $ 4721 Split Rock Bridge ROW - Calgrants - $ - $ - $ - $ - $ 26,559 $ 26,559 $ 4721 Split Rock Bridge ROW - SBCTA - $ - $ - $ - $ - $ 3,441 $ 3,441 $ 4722 HSIP Cycle 10 Two Mile, Adobe and Utah - $ - $ 426,600 $ 426,600 $ - $ 426,600 $ 426,600 $ 4723 HSIPSL - 5448(011) - Two Mile, Adobe and Utah - PE - $ 26,123 $ 60,000 $ 60,000 $ - $ 26,444 $ 26,444 $ 4725 ATP(010) SRS E&P and Final Design CalTrans 42,728 $ 37,048 $ 51,000 $ 51,000 $ - $ 47,047 $ 47,047 $ 4725 ATP(010) SRS Construction CalTrans - $ - $ 1,260,000 $ 1,413,000 $ - $ 1,263,000 $ 1,263,000 $ 4740 Major Local Hwy Program Median HWY 62 7,155 $ 15,578 $ 619,000 $ 619,000 $ - $ 593,213 $ 593,213 $ TOTAL REVENUE 49,883 $ 78,749 $ 6,011,458 $ 6,164,458 $ - $ 5,819,244 $ 5,819,244 $ 26-4043 EXPENDITURES
6612 HSIPSL - 5448(011) - Two Mile, Adobe and Utah - PE - $ 33,556 $ 60,000 $ 60,000 $ - $ 26,444 $ 26,444 $ 6613 HSIP Two Mile, Adobe and Utah - Construction - $ - $ 426,600 $ 426,600 $ - $ 426,600 $ 426,600 $ 6782 Split Rock Bridge Construction - $ - $ 2,404,858 $ 2,404,858 $ - $ 2,392,940 $ 2,392,940 $ 6782 Split Rock Bridge Construction - ROW - $ - $ - $ - $ - $ 30,000 $ 30,000 $ 6920 ATP Safe Routes to School Grant PS&E 79,777 $ 77,176 $ 47,047 $ 51,000 $ - $ 47,047 $ 47,047 $ 6921 ATP Safe Routes to School Construction - $ - $ 1,260,000 $ 1,413,000 $ - $ 1,263,000 $ 1,263,000 $ 6963 HSIPL Neighborhood Safety Project - Construction - $ - $ 1,190,000 $ 1,190,000 $ - $ 1,040,000 $ 1,040,000 $ 6970 Median HWY 62 P&E 15,005 $ 10,782 $ 44,000 $ 44,000 $ - $ 18,213 $ 18,213 $ 6970 Median Construction HWY 62 - $ - $ 575,000 $ 575,000 $ - $ 575,000 $ 575,000 $ TOTAL EXPENDITURES 94,782 $ 121,514 $ 6,007,505 $ 6,164,458 $ - $ 5,819,244 $ 5,819,244 $ * Funding has not been secured as of 6/14/2022.

MAJOR LOCAL HIGHWAY PROGRAM
The Major Local Highway Fund accounts for street projects funded by Major Local Highway Funds received from SBCTA, Cal-Trans or other State Funds.

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 27-0000 REVENUE
4245 Interest 3,894 $ 2,497 $ - $ - $ - $ - $ - $
4455 Measure I Distribution 623,201 $ 193,554 $ 186,762 $ 83,959 $ 575,185 $ 672,105 $ 96,920 $ Reserves - $ - $ 884,207 $ 987,010 $ - $ 539,576 $ 539,576 $ TOTAL REVENUE 627,095 $ 196,051 $ 1,070,969 $ 1,070,969 $ 575,185 $ 1,211,681 $ 636,496 $ 27-4043 EXPENDITURES
6613 HSIP Two Mile, Adobe and Utah - $ - $ 63,990 $ 63,990 $ - $ 63,990 $ 63,990 $ 6772 Overlay/Chip Seal Work by Street Crew 181,796 $ 184,248 $ 180,000 $ 180,000 $ - $ 300,000 $ 300,000 $ 6781 Split Rock Bridge Const Eng/Admin - $ - $ 360,729 $ 360,729 $ - $ 358,941 $ 358,941 $ 6781 Split Rock Bridge Design - $ - $ 35,000 $ 35,000 $ - $ - $ - $ 6??? Split Rock Bridge Const Inspection - $ - $ - $ - $ 100,000 $ 120,000 $ 20,000 $ 6850 Admin Fees Transferred to GF 10,000 $ 8,333 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ - $ 6886 Pavement Management Program - $ - $ 40,000 $ 40,000 $ - $ - $ - $ 6961 Hwy 62 - Curbs, Gutters &
Sidewalks Engineering from
Encelia Avenue to Larrea - $ - $ - $ - $ - $ - $ - $
6963 HSIPL(009) - Neighborhood Safety Engineering/Admin - $ - $ 178,500 $ 178,500 $ - $ 156,000 $ 156,000 $ 6970 Median Construction HWY 62 - $ - $ 86,250 $ 86,250 $ - $ 86,250 $ 86,250 $ 6973 Channel at El Rey Cost Sharing/Admin - $ - $ 116,500 $ 116,500 $ - $ 116,500 $ 116,500 $ TOTAL EXPENDITURES 191,796 $ 192,581 $ 1,070,969 $ 1,070,969 $ 110,000 $ 1,211,681 $ 1,101,681 $ MEASURE "I" FUNDS BUDGET 2010 TO 2040
Measure I funds are derived from a one-half percent addition to the sales taxes approved by voters of the county. The funds are for use on roads for major work rather then day-today repairs.

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 32-0000 REVENUE
4245 Interest 2,265 $ 643 $ - $ - $ - $ - $ - $
4465 Article 8 75,585 $ - $ - $ - $ - $ - $ - $
Reserves - $ - $ 179,955 $ 159,955 $ - $ 156,699 $ 156,699 $ TOTAL REVENUE 77,850 $ 643 $ 179,955 $ 159,955 $ - $ 156,699 $ 156,699 $ 32-4043 EXPENDITURES
5110 Salaries 96,730 $ 105,459 $ 111,583 $ 111,583 $ - $ - $ - $ 5250 Insurance 15,341 $ 16,049 $ 18,958 $ 18,958 $ - $ - $ - $ 5251 Retirement 10,164 $ 10,627 $ 11,412 $ 11,412 $ - $ - $ - $ 5252 Workers Comp 3,325 $ 4,012 $ 4,464 $ 4,464 $ - $ - $ - $ 6612 HSIPSL - 5448(011) - Two Mile, Adobe and Utah - Eng/Adm $ 13,693 - $ 9,000 $ 9,000 $ - $ 3,967 $ 3,967 $ 6772 Overlay Work by Street Crew - $ - $ 20,000 $ - $ - $ 150,000 $ 150,000 $ 6781 Split Rock Bridge Engineering 4,995 $ - $ - $ - $ - $ - $ - $ 6850 Admin Fees Transferred to GF 10,000 $ - $ - $ - $ - $ - $ - $ 6961 HWY 62, CG&S Encelia Engineering 12,150 $ - $ - $ - $ - $ - $ - $ 6962 HSIPL Neighborhood Safety Project 32,255 $ 16,232 $ - $ - $ - $ - $ - $ 6970 Median Design HWY 62 6,466 $ 6,815 $ 4,538 $ 4,538 $ - $ 2,732 $ 2,732 $ 6972 Micro-Surfacing Projects 135 $ - $ - $ - $ - $ - $ - $ TOTAL EXPENDITURES 191,561 $ 172,887 $ 179,955 $ 159,955 $ - $ 156,699 $ 156,699 $ ARTICLE 8 OF THE PUBLIC UTILITIES CODE
Also known as Local Transportation Funds (LTF), Article 8 gets 1/4 of one percent of sales taxes state-wide. It is distributed based on population. Transit has first call for these funds and what they (MBTA) don't use is made available to cities for street maintenance. Starting in FY 21/22, all LTF funds will be required to go to Transit agencies.

The City's Public Works Department has 30% of their salaries charged against Article 8 Funds. The City's PW Department is responsible for implementing the City's Pavement Management System (PMS), which includes planning, management, purchasing and pavement of the City's Streets.

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 35-0000 REVENUE
4316 Transfer in from GF 10,000 $ - $ - $ - $ - $ - $ - $ 4890 Workers Comp Refund 36,331 $ - $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ - $ TOTAL REVENUE 46,331 $ - $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ - $ 35-0107 EXPENDITURES
6436 Claims Settlement - $ 16,376 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ - $ TOTAL EXPENDITURES - $ 16,376 $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ - $

INTERNAL SERVICE FUND

RISK MANAGEMENT
This Fund is the collection of resources, mainly from PARSAC rebates, to use for SIR (Self Insured Rentention) and other Risk related expenses.

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 41-1000 REVENUE
4107 Homeowner
Assessments 13,441 $ 12,767 $ 12,832 $ 12,832 $ 12,832 $ 12,832 $ - $ 4245 Interest 478 $ 198 $ - $ - $ - $ - $ - $
Reserves - $ - $ 10,568 $ 10,568 $ 10,698 $ 10,813 $ 115 $ TOTAL REVENUE 13,919 $ 12,965 $ 23,400 $ 23,400 $ 23,530 $ 23,645 $ 115 $ 41-4043 EXPENDITURES
6210 Electricity 370 $ 352 $ 750 $ 750 $ 780 $ 795 $ 15 $ 6212 Water 1,724 $ 2,065 $ 2,000 $ 2,000 $ 2,100 $ 2,200 $ 100 $ 6233 Publishing/Notices - $ - $ 250 $ 250 $ 250 $ 250 $ - $ 6260 Graffiti Removal - $ - $ 400 $ 400 $ 400 $ 400 $ - $ 6290 Maintenance Contract 10,600 $ 14,150 $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ - $ TOTAL EXPENDITURES 12,694 $ 16,567 $ 23,400 $ 23,400 $ 23,530 $ 23,645 $ 115 $ This is an assessment District for a development within the City. The homeowners are charged on their property taxes and the proceeds are used for street lights within the project and upkeep of the landscaping around the perimeter.

LIGHTING & LANDSCAPING DISTRICT DESERT VISTA

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 42-0000 REVENUE
4245 Interest 520 $ 223 $ - $ - $ - $ - $ - $
4500 Subscriber
Contributions 24,712 $ 18,310 $ 24,000 $ 24,000 $ 24,000 $ 24,000 $ - $ Reserves - $ - $ 3,326 $ 2,561 $ 2,561 $ 13,081 $ 10,520 $ TOTAL REVENUE 25,232 $ 18,533 $ 27,326 $ 26,561 $ 26,561 $ 37,081 $ 10,520 $ 42-0104 EXPENDITURES
6275 Videotaping Meetings - $ 1,030 $ - $ - $ - $ - $ - $ 6751 Agenda Management 15,311 $ 20,759 $ 16,076 $ 15,311 $ 15,311 $ 22,231 $ 6,920 $ 6776 Public Access Website 2,760 $ 1,568 $ 4,250 $ 4,250 $ 4,250 $ 3,850 $ (400) $ 6823 Electronic Equipment 5,159 $ 1,167 $ 7,000 $ 7,000 $ 7,000 $ 11,000 $ 4,000 $ TOTAL EXPENDITURES 23,230 $ 24,524 $ 27,326 $ 26,561 $ 26,561 $ 37,081 $ 10,520 $

PUBLIC ACCESS TV FUND
The City receives funds from the cable television franchisee to support public access programming. The funds are used for programming and payment for television time.

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ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 43-0000 REVENUE
4107 Homeowner
Assessments 14,037 $ 6,909 $ 8,070 $ 8,070 $ 8,312 $ 9,038 $ 726 $ 4245 Interest 1 $ 1 $ - $ - $ - $ - $ - $
Reserves - $ - $ - $ - $ - $ - $ - $
TOTAL REVENUE 14,038 $ 6,910 $ 8,070 $ 8,070 $ 8,312 $ 9,038 $ 726 $ 43-4043 EXPENDITURES
6212 Water 940 $ 804 $ 1,070 $ 1,070 $ 1,124 $ 1,177 $ 54 $ 6290 Maintenance Contract 6,000 $ 5,000 $ 7,000 $ 7,000 $ 7,189 $ 7,861 $ 672 $ TOTAL EXPENDITURES 6,940 $ 5,804 $ 8,070 $ 8,070 $ 8,312 $ 9,038 $ 726 $

LIGHTING & LANDSCAPING DISTRICTS HISTORIC PLAZA
This is an assessment District for a development within the City. The homeowners are charged on their property taxes and the proceeds are used for street lights within the project and upkeep of the landscaping around the perimeter.

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2020-2021 2021-2022 2021-2022 2021-2022 2022-2023 2022-2023

ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 51-0000 REVENUE
4125 Visit 29! Tourism Fee 284,277 $ 197,636 $ 252,000 $ 265,000 $ 252,000 $ 298,491 $ 46,491 $ 4150 Merchandise for Resale 2,031 $ 1,882 $ 500 $ 500 $ 500 $ 500 $ - $ 4152 Partnership Program 1,456 $ 291 $ 2,500 $ 3,500 $ 2,500 $ 3,500 $ 1,000 $ 4245 Interest 1,262 $ 687 $ - $ 900 $ - $ 500 $ 500 $
4890 Other/Misc Revenue 2,500 $ - $ - $ - $ - $ - $ - $ Reserves - $ - $ 4,145 $ - $ - $ 85,814 $ 85,814 $
TOTAL REVENUE 291,526 $ 200,496 $ 259,145 $ 269,900 $ 255,000 $ 388,805 $ 133,805 $ 51-1013 EXPENDITURES
5110 Salaries 74,764 $ 54,281 $ 76,745 $ 74,000 $ 79,658 $ 87,184 $ 7,526 $ 5120 Salaries Part-time 3,078 $ 10,691 $ 10,000 $ 6,000 $ - $ 16,431 $ 16,431 $ 5250 Health Benefits 12,123 $ 8,738 $ 13,076 $ 12,316 $ 14,156 $ 14,478 $ 322 $ 5251 Retirement Benefits 5,780 $ 4,126 $ 5,825 $ 5,478 $ 6,046 $ 6,513 $ 467 $ 5252 Workers comp 4,325 $ 2,297 $ 2,494 $ 3,542 $ 3,186 $ 4,144 $ 958 $ 5254 Unemployement 592 $ - $ 305 $ 305 $ 305 $ 305 $ - $ 6241 Office Supplies 1,295 $ 1,290 $ 2,000 $ 1,200 $ 2,000 $ 2,500 $ 500 $ 6244 Miscellaneous 4,495 $ 2,697 $ 5,000 $ 5,000 $ 5,000 $ 5,000 $ - $ 6245 Contingency - $ - $ 10,000 $ 10,000 $ 10,000 $ 10,000 $ - $ 6251 Meeting & Travel - $ 116 $ - $ - $ - $ - $ - $
6281 Covid-19 Safety Measures 349 $ 412 $ 2,500 $ 2,500 $ - $ 500 $ 500 $ 6291 Building & Maint 826 $ 146 $ 1,200 $ 600 $ 1,200 $ 1,200 $ - $ 6343 Video Production 12,560 $ 9,000 $ - $ 24,000 $ - $ 30,000 $ 30,000 $ 6344 Broadcast Media 15,250 $ 10,716 $ 30,000 $ 13,000 $ 30,000 $ 26,000 $ (4,000) $ 6346 Tourism Print Ad's - $ 1,800 $ - $ - $ - $ 2,000 $ 2,000 $ 6347 Trade Conventions - $ 100 $ - $ 800 $ - $ 800 $ 800 $ 6353 Contract Services - $ - $ 60,000 $ 10,000 $ 60,000 $ 70,000 $ 10,000 $ 6356 Internet Marketing & Website Design 15,654 $ 21,144 $ 25,000 $ 50,680 $ 25,000 $ 66,250 $ 41,250 $ 6360 Special Projects - $ - $ - $ 30,000 $ - $ 30,000 $ 30,000 $ 6371 Community Events/Sponsorships 17,439 $ 15,494 $ 15,000 $ 20,000 $ 15,000 $ 15,500 $ 500 $ TOTAL EXPENDITURES 168,530 $ 143,048 $ 259,145 $ 269,421 $ 251,551 $ 388,805 $ 137,254 $

TOURISM BUSINESS IMPROVEMENT DISTRICT
The TBID was established in 2017 to levy and collect assessments on all business that are subject to the City's Transit Occupancy Tax to raise funds for marketing the City as a tourism destination. The TBID is funded by a 1.5% Visit 29! Tourism Fee and is managed by a TBID Advisory Board.

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2020-2021 2021-2022 2021-2022 2021-2022 2022-2023 2022-2023

ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 62-0000 REVENUE
4252 Coronavirus Local Fiscal Recovery Fund Grant - $ 858,350 $ 3,118,608 $ 3,118,608 $ - $ 3,118,608 $ 3,118,608 $ TOTAL REVENUE - $ 858,350 $ 3,118,608 $ 3,118,608 $ - $ 3,118,608 $ 3,118,608 $ 62-0000 EXPENDITURES
6282 COVID-19 Expenses - $ 2,189 $ 2,189 $ 2,189 $ - $ - $ - $ 6850 Transfer Out - Revenue Loss - Government services - $ 856,161 $ 3,116,419 $ 3,116,419 $ 3,069,496 $ 3,118,608 $ (2,358,540) $ TOTAL EXPENDITURES - $ 858,350 $ 3,118,608 $ 3,118,608 $ 3,069,496 $ 3,118,608 $ (2,358,540) $ THE AMERICAN RESCUE PLAN: CORONAVIRUS LOCAL FISCAL RECOVERY FUND On March 11, 2021, the American Rescue Plan Act (ARPA) was signed into law. The Act established the Coronavirus State and Local Fiscal Recovery Funds to address the COVID19 public health emergency and its economic impacts. This Fund was created to track the collection and use of funds received through the ARPA of 2021.

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2020-2021 2021-2022 2021-2022 2021-2022 2022-2023 2022-2023

ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 65-0000 REVENUE
4245 Interest 945 $ 345 $ 700 $ 700 $ 700 $ - $ (700) $ 4262 Recycling Grant - Beverage Container Recycling 7,519 $ 7,750 $ 7,100 $ 7,100 $ 7,100 $ 7,100 $ - $ 4262 Recycling Grant - SB1383 - $ - $ - $ - $ - $ 43,262 $ 43,262 $ 4263 Perch Haul/Article 19 Fees 62,548 $ 50,005 $ 81,964 $ 42,000 $ 42,000 $ 42,000 $ - $ 4890 Other/Miscellaneous Revenue - $ 26,830 $ - $ - $ - $ - $ - $ Reserves - $ - $ - $ 55,536 $ 56,548 $ 58,662 $ 2,114 $ $ -
TOTAL REVENUE 71,012 $ 84,930 $ 89,764 $ 105,336 $ 106,348 $ 151,024 $ 44,676 $ 65-1011 EXPENDITURES
6260 Graffiti removal - $ - $ 1,000 $ 1,000 $ 1,000 $ 2,000 $ 1,000 $ 6548 Dangerous Building
Abatement 47,743 $ 6,371 $ 52,000 $ 52,000 $ 52,000 $ 52,000 $ - $ 6551 Recycling Programs - Beverage Container 15,098 $ 6,353 $ 7,100 $ 7,100 $ 7,100 $ 7,100 $ - $ 6551 Recycling Programs - SB1383 - $ - $ - $ - $ - $ 43,262 $ 43,262 $ 6560 Household Hazardous
Waste Program 21,126 $ 21,761 $ 25,000 $ 25,000 $ 25,000 $ 25,000 $ - $ 6562 Mojave Desert JPA 19,592 $ 20,436 $ 20,236 $ 20,236 $ 21,248 $ 21,662 $ 414 $ TOTAL EXPENDITURES 103,559 $ 54,921 $ 105,336 $ 105,336 $ 106,348 $ 151,024 $ 44,676 $

LANDFILL/LAND USE FUND BUDGET
The revenues for this Fund are mainly from the recently approved Article 19 fees from the Waste Disposal Agreement (WDA) to pay for cost associated with abatement programs, recycling programs, and houseshold hazardous waste (HHW).

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2020-2021 2021-2022 2021-2022 2021-2022 2022-2023 2022-2023

ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 74-0000 REVENUE
4108 Property Taxes 775,580 $ 982,243 $ 975,290 $ 975,290 $ 965,356 $ 963,899 $ (1,457) $ TOTAL REVENUE 775,580 $ 982,243 $ 975,290 $ 975,290 $ 965,356 $ 963,899 $ (1,457) $ 74-0000 EXPENDITURES
6359 Contract & Consulting SVC 7,967 $ 6,213 $ 7,200 $ 7,200 $ 7,200 $ 7,700 $ 500 $ 6437 Bond Interest 491,892 $ 482,147 $ 482,150 $ 482,150 $ 470,656 $ 470,656 $ - $ 6801 Bond Principal 305,000 $ 360,000 $ 360,000 $ 360,000 $ 375,000 $ 375,000 $ - $ 6850 Transfer to General Fund 131,250 $ 68,750 $ 125,940 $ 125,940 $ 112,500 $ 110,543 $ (1,957) $ TOTAL EXPENDITURES 936,109 $ 917,110 $ 975,290 $ 975,290 $ 965,356 $ 963,899 $ (1,457) $

SUCCESSOR AGENCY NON-HOUSING
The revenues from property tax increments to pay the bonds (principal and interest) associated with Project Phoenix and administration of the Successor Agency.

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2020-2021 2021-2022 2021-2022 2021-2022 2022-2023 2022-2023

ACCOUNT BUDGET THROUGH PROJECTED REVISED ADOPTED PROPOSED CODE ACTUAL MAY 2022 BUDGET BUDGET BUDGET BUDGET ADJUSTMENTS 80-0000 REVENUE
4891 Clean Water Planning Loan 33,069 $ 218,950 $ 983,212 $ 983,212 $ - $ 678,214 $ 678,214 $ 4891 Clean Water Planning Loan - USGS Study - $ - $ - $ - $ - $ 1,000,000 $ 1,000,000 $ 4??? Federal Earmark - STAG1 - $ - $ - $ - $ - $ 663,224 $ 663,224 $ 4??? Federal Earmark - STAG2* - $ - $ - $ - $ - $ 1,275,000 $ 1,275,000 $ 4??? Contributions - $ - $ - $ - $ - $ 1,100,000 $ 1,100,000 $ 4880 Charge for Services - $ 3,969 $ 9,000 $ 9,000 $ 18,000 $ 9,000 $ (9,000) $ 4316 Transfer In - $ 27,812 $ 606,065 $ 615,972 $ 66,750 $ 566,750 $ 500,000 $ Reserves - $ - $ - $ - $ - $ - $ - $
TOTAL REVENUE 33,069 $ 250,731 $ 1,598,277 $ 1,608,184 $ 84,750 $ 5,292,188 $ 5,207,438 $ 80-???? EXPENDITURES
0000-6820Feasibility Study 83,356 $ 206,126 $ 177,982 $ 177,982 $ - $ 242,833 $ 242,833 $ 0000-6821Funding Plan - $ - $ 34,003 $ 34,003 $ - $ 20,000 $ 20,000 $ 0000-6365Preliminary Design - $ 11,201 $ 272,606 $ 272,606 $ - $ 256,971 $ 256,971 $ 0000-6843Environmental Analysis - $ 4,315 $ 498,621 $ 498,621 $ - $ 169,655 $ 169,655 $ 0000-6???Wastewater Treatment Plant (30% Design) - $ - $ - $ - $ - $ 401,979 $ 401,979 $ 0000-6???USGS Study - $ - $ - $ - $ - $ 1,100,000 $ 1,100,000 $ 0000-6???Collection System - Full Design - $ - $ - $ - $ - $ 2,000,000 $ 2,000,000 $ 0000-6???Assessment Engineers - $ - $ - $ - $ - $ 75,000 $ 75,000 $ 0000-6???Owners Representative - $ - $ - $ - $ - $ 235,000 $ 235,000 $ 0000-6???Right of Way Acquistion - $ - $ - $ - $ - $ 715,000 $ 715,000 $ 80-4047 Sewer Department
Pumping - $ - $ 4,500 $ - $ - $ 4,500 $ 4,500 $
6533 Maintanance - $ 24,659 $ 66,750 $ 66,750 $ 66,750 $ 66,750 $ - $ 80-4048 Treatment Department
6843 Environmental - $ 912 $ - $ - $ - $ - $
Maintanance - $ - $ - $ - $ - $ - $ - $
Water Testing - $ - $ 4,500 $ - $ - $ 4,500 $ 4,500 $
TOTAL EXPENDITURES 83,356 $ 247,213 $ 1,058,962 $ 1,049,962 $ 66,750 $ 5,292,188 $ 5,225,438 $ * Funding has not been secured as of 6/14/2022.

ENTERPRISE FUND

SEWER FUND
This fund was created to account for the cost of providing sewer services to the general public and the user charges by which these costs are recovered.

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CITY OF TWENTYNINE PALMS
Council Proposed Budget Revisions FY 2022-23:

Special Revenue Funds and Other Funds

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2 PROPOSED BUDGET

REVISIONS
Schedule:May 24th Preliminary General Fund Budget Revisions.

June 14th Proposed Budget Revisions for the General Fund, and Project Phoenix Funds.

July 20th Proposed Budget Revisions for Special Revenue Funds and Other Funds.

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PROPOSED BUDGET REVISIONS
• Special revenue funds are funds established by the City Council or other agencies to collect money that must be used for a specific project or purpose. These funds provide an extra level of accountability and transparency to taxpayers and/or ratepayers that their tax or fee dollars will go toward an intended purpose.• Other Funds include the following:
o Capital Projects Fund accounts for the financial transactions used for the acquisition or construction of capital facilities and other capital related projects. o Enterprise funds are used to report the same functions presented as business-type activities in the Government-wide Financial Statements; o Internal service funds are an accounting mechanism used to accumulate and allocate costs internally among the City’s various functions;o The Successor Agency Fund, a Fiduciary Fund, accounts for the assets and liabilities transferred from the former Twentynine Palms Redevelopment Agency to the City as Successor Agency. 3

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PROPOSED BUDGET REVISIONS
Revenues/Expenditures 22/23 Revised Budget
Tax Revenue $3,133,486Grants(1) $16,227,444Other Revenues(2) $501,861 Reserves $4,932,717General Fund Transfers $4,070,200
Expenditures ($25,501,457)Transfers Out ($3,249,151)
SURPLUS* $115,100
4 (1) Include HSIP, CDBG, ARPA, Recycling grants, Clean Water Planning Loan, State and Federal earmarks.
(2) Includes impact fees, assessment fees, and TBID fees, and other miscellaneous revenue. *See breakdown of surplus in subsequent slide

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PROPOSED BUDGET REVISIONS
Breakdown of Surplus
5 Capital Projects
Fund
Traffic Safety
Fund
Risk
Management
Revenues
& Transfers In $10,051,913 $32,000 $20,000
Expenditures
& Transfers Out $9,921,813 $17,000 $10,000
Surplus $90,100 $15,000 $10,000

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PROPOSED BUDGET REVISIONS
Tax Revenues
6 Fund 22/23 Adopted
Budget
22/23 Revised
Budget
Adjustments
RMRA SB1(1) $562,055 $663,593 $101,538
Gas Tax $712,317 $833,889 $121,572Measure I $575,185 $672,105 $96,920Successor Agency(2) $965,356 $963,899 ($1,457) TOTAL $2,814,913 $3,133,486 $318,573
(1) See RMRA SB1 funded projects in next page(2) Fiduciary Fund – Private Purpose Trust Fund

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PROPOSED BUDGET REVISIONS
RMRA SB1 Projects for FY 22/23: Street Resurfacing
7 Street From To SQFUtah Trail Amboy Rd. Valle Vista Rd. 279,400 Cactus Dr. Adobe Rd. National Park Dr. 32,810
Ocotillo Ave. Hwy. 62 Joshua Dr. 19,430Hatch Rd. Morongo Rd. Stardune Ave. 163,408 Gorgonio Dr. Adobe Rd. Desert Knoll Ave. 105,385
TOTAL SF 600,433
TOTAL COST $663,543

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PROPOSED BUDGET REVISIONS
Gas/SB1 Tax Revenue
8 Fiscal Year Amount Cumulative Gain/Loss13/14 $965,24514/15 $850,165 ($115,080)15/16 $658,700 ($306,545)16/17 $513,641 ($451,604)17/18 $736,604 ($228,641)18/19 $994,720 $29,74519/20 $1,150,172 $184,92720/21 $1,190,386 $225,14121/22 ‐ Forecast $1,347,208 $381,96322/23 ‐ Proposed $1,497,482 $532,237

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PROPOSED BUDGET REVISIONS
Capital Projects
9 Capital Spending Amount
Streets $2,619,677
Parks $7,317,577Safety $6,474,241Wastewater Projects* $5,216,438Other Projects $2,262,515TOTAL $23,890,448 *City’s Wastewater Treatment Plant/Collection System

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PROPOSED BUDGET REVISIONS
Street Projects
10 Project Name Amount Funding Source
Roads Overlay/Chip seal $1,113,593 SB1/Measure I/LTF
PW crew and other maintenance $823,889 Gas Tax
Median Construction HWY 62 $682,195 MLHP*/ Measure I / LTF TOTAL $2,619,677
*Major Local Highway Program Fund

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PROPOSED BUDGET REVISIONS
Parks Projects
11 Project Name Amount Funding SourceLuckie Park Pool Upgrades* $5,982,352 Capital Projects Fund/CDBG Replacement of Light Poles $1,000,000 Capital Projects Fund Pioneer Park Property Acquisition $195,225 Capital Projects Fund Luckie Park Shade Structures $94,000 Capital Projects Fund Public Works Mower $26,000 Capital Projects FundWell Repair $20,000 Capital Projects Fund TOTAL $7,317,577
*The bids for this project came $1.4M higher than the projected costs presented at the preliminary review. See details in next page.

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PROPOSED BUDGET REVISIONS
Luckie Park Pool Costs
Jan. 22 projections $4,801,692 Latest estimate $6,175,803 Difference* $1,374,111
*The difference will be funded as follows:
• State Grant - $1.3M• General Fund Reserves - $74.1K (Approved by Council on 6/14/22) 12

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PROPOSED BUDGET REVISIONS
Safety Projects
13 Project Name Amount Funding SourceSplit Rock Bridge* $2,977,781 Capital Projects/MLHP/Measure I Safe Route
2 School $1,506,554 Curb, Gutter
& Sidewalk Fund/MLHP
Neighborhood Safety Project $1,196,000 MLHP/Measure I
HSIP Two Mile, Adobe and Utah $521,001 MLHP/Article
8 Hatch/Sullivan Bike Path $250,000 Capital Projects Fund Other $22,905 Traffic Safety Fund
TOTAL $6,474,241
*The grant funding for the construction and ROW ($2.4M) of the Split Rock Bridge has not been secured.

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PROPOSED BUDGET REVISIONS
Wastewater Projects*
14 Task AmountFeasibility Study $242,833Funding Plan $20,000 Preliminary Design $256,971Environmental Analysis $169,655Wastewater Treatment Plant $401,979 USGS Study $1,100,000
Collection System (Full Design) $2,000,000
Assessment Engineers $75,000Owners Representative $235,000Right of Way Acquisition $715,000 TOTAL $5,216,438
* $1.275M of funding for this project has not been secured

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PROPOSED BUDGET REVISIONS
Other Projects
15 Project Name Amount Funding Source29 Palms Recreation Trail Construction* $783,183 Capital Projects Fund Animal Control Building Improvements $700,000 Capital Projects Fund Finance/CD Remodel $250,000 Capital Projects Fund
Re‐roof of City Buildings $158,000 Capital Projects FundGen. Plan/Housing & Social Equity Element $149,832 Capital Projects Fund
Channel at El Rey $116,500 Measure ICity Hall Structures $45,000 Capital Projects FundCode Enforcement Vehicle $40,000 Capital Projects FundStreet Sweeper $20,000 Capital Projects Fund TOTAL $2,262,515
*The project has a shortfall of resources of approximately $25.7K. See details in next page.

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PROPOSED BUDGET REVISIONS
29 Palms Recreation Trail Construction
CNRA Grant $757,450Projected Cost $783,183Difference* $25,733 *On June 14, 2022, the City Council directed City Staff to use General Fund reserves to cover the difference and approved a $25.7K transfer from the GF to the Capital Projects fund for the construction of the trail. 16

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PROPOSED BUDGET REVISIONS
17 $7.00
$2.80
$2.14
$1.14
$0.74
$0.50
$0.24
$0.00 $1.00 $2.00 $3.00 $4.00 $5.00 $6.00 $7.00 $8.00
Reconstruct 4" A.C. over 6" base
Pulverize and Pave 3"
2" A.C. Overlay
Cold Mix Overlay
Chip Seal
MicroSurfacing
Slurry Seal
Cost per Sq.ft.

MATERIAL COST ONLY

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PROPOSED BUDGET REVISIONS

1. Gas Tax absorbing 11.20% of Public Works wages from the elimination of Article 8 funding.2. Traffic Safety Fund – For Traffic Safety – City receives a small portion of ticket fines;3. Risk Management Fund - This fund is the collection of resources, mainly from PARSAC rebates, to use for SIR (Self Insured Retention) and other Risk related expenses;4. Lighting and Landscaping – Historic Plaza & Desert Vista;5. Public Access TV Fund – PEG Fee for public access;6. TBID (Tourism Business Improvement District) - A 1.5% fee on our short term overnight stays in our hotels, motels, and vacation home rentals that benefits the Tourism Marketing, Promotion, and Advertising of our destination;7. Landfill/Land Use Fund – Article 19 Fees for city clean up & recycling;8. Successor Agencies – Tax Increment to serve the RDA bonds 18

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PROPOSED BUDGET REVISIONS
Staff recommends the approval of the following transfers:1. FY 22/23 – a) Admin Fees:
• $10,000 from Gas Tax Fund to GF, • $10,000 Measure I fund to GF, and • $110,543 from Successor Agency Fund to GF for Admin Fees b) Revenue Loss Replacement for General Governmental Services • $3,118,608 from ARPA Fund to the GF
19

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PROPOSED BUDGET REVISIONS
Questions?
20

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CITY OF TWENTYNINE PALMS

CITY COUNCIL
RESOLUTION NO. 22-
___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TWENTYNINE PALMS, CALIFORNIA, ADOPTING THE CITY

APPROVED/REVISED BUDGET FOR THE CAPITAL PROJECTS

FUND, SPECIAL FUNDS, ENTERPRISE FUND, INTERNAL

SERVICE FUND AND SUCCESSOR AGENCY FUND FOR
FISCAL YEAR 2022-23
WHEREAS, the City Council has reviewed the approved/revised budget and accepted public input.

NOW, THEREFORE, BE IT RESOLVED that the City Council adopts the approved/revised budget for the fiscal year ended June 30, 2023 as follows:

1. The approved/revised special budget for the special, capital projects, internal service, and debt service funds, excluding Project Phoenix appropriations, for fiscal year 2022/2023 is $22,494,521;

2. The approved/revised budget for the enterprise sewer fund for fiscal year 2022/23 is $5,292,188, excluding Project Phoenix appropriations;

3. The City Council/Successor Agency Board of Directors have determined that the $963,899 budget complies with the dissolution laws;

4. The City Manager is authorized to transfer appropriations within funds as long as the total adopted budget allocation of that fund is not exceeded.

5. Transfers from fund to fund will require approval of the City Council, if not approved in the budget.

PASSED, APPROVED, AND ADOPTED on the 20th day of July 2022. ______________________________
Karmolette O’Gilvie, Mayor
ATTEST:
______________________________________
Cindy Villescas, City Clerk

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I, do hereby certify that the foregoing Resolution No. 22-____ was duly adopted by the City Council of the City of Twentynine Palms at a regular meeting thereof held on 20th day of July, 2022, by the following vote:

AYES: COUNCILMEMBER:

NOES: COUNCILMEMBER:

ABSENT: COUNCILMEMBER:

ABSTAIN: COUNCILMEMBER:
_________________________________
Cindy Villescas, City Clerk

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Twentynine Palms City CouncilJuly 20, 2022

Twentynine Palms City Council
July 20, 2022