Visalia City Council
September 15, 2025

Visalia City Council
707 W. Acequia
Visalia, CA 93291
Visalia City Council
Visalia City Council
Meeting Agenda - Final
Mayor Brett Taylor
Vice Mayor Liz Wynn
Council Member Steve Nelsen
Council Member Emmanuel Hernandez Soto
Council Member Brian Poochigian
City Council Chambers7:00 PMMonday, September 15, 2025

ROLL CALL
CALL TO ORDER WORK SESSION - 5:30 PM (Unless otherwise noted)

PUBLIC COMMENTS
Citizens are now invited to comment on issues within the jurisdiction of the Visalia City Council and items listed on the Closed Session agenda. The Council asks that you keep your comments concise and positive. Creative criticism, presented with appropriate courtesy, is welcome. Each speaker will be allowed three minutes, and a timer will notify you when your time is expired. Please begin your comments by stating and spelling your name and providing your city of residence.

WORK SESSION AND ACTION ITEMS (as described)

1. Building Safety Division Presentation - Staff to provide an overview and update of the Building Safety Division including a summary of current operations, key programs, and recent permit statistics.
25-0324
ADJOURN TO CLOSED SESSION - 6:00 PM (Or, immediately following Work Session)
CALL TO ORDER REGULAR SESSION - 7:00 PM

PLEDGE OF ALLEGIANCE

INVOCATION LED BY PASTOR CHRIS ARCHER, NAZARENE CHURCH

SPECIAL PRESENTATION / RECOGNITION

PUBLIC COMMENTS

1 Visalia City Council Meeting Agenda - Final September 15, 2025 This is the time for general public comment on issues within the jurisdiction of the Visalia City Council. Each speaker tonight may speak for up to 3 minutes during this general comment period on a matter that is not on this agenda.

The public may also make one comment for up to 3 minutes prior to the consideration of the Consent Calendar, and immediately before any regular agenda item is heard. The Council asks that you keep you comments concise and positive. Creative criticism, presented with appropriate courtesy, is welcome.

Each speaker will be allowed three minutes and a timer will notify you when your time is expired. Please begin your comments by stating and spelling your name and providing your city of residence.

ITEMS OF INTEREST

CONSENT CALENDAR
Consent Calendar items are considered routine and will be enacted in one motion.

This is the time for members of the public to provide public comment on an item on the Consent Calendar. Comments will not be taken individually by the public if an item is pulled by a Council Member. Each speaker is allowed up to 3 minutes, and a timer will notify you when your time is expired. Please begin your comments by stating and spelling you name and providing your city of residence.

1. Authorization to read ordinances by title only. 25-0390

2. Designate Voting Delegate - Authorize and designate Vice Mayor Liz Wynn as the voting delegate for the 2025 League of California Cities Annual Conference and Council Member Emmanuel
Hernandez Soto as the alternate voting delegate.
25-0344

3. Award Design Contract - Authorize the City Manager to award a professional design services contract to TRC Engineers, Inc. for the North West Quadrant At-Grade Railroad Crossing Project in the amount of $874,797.80, and authorize an additional appropriation of $311,000 from the Measure R Local Fund (131).
25-0358

4. Award Stonebrook Street Culvert construction project - Authorize the City Manager to award the construction contract to Synergy Construction & Development Corp. for Stonebrook Street Culvert at Packwood Creek Project, in the amount of $1,203,278, and authorize an additional appropriation of $690,000 from the Transportation Impact Fund 241.
25-0365

2 Visalia City Council Meeting Agenda - Final September 15, 2025

5. Authorization to Accept the ABC Grant - Confirm the Visalia Police Department’s grant submission on September 12, 2025, and authorize the City of Visalia to accept, and if awarded appropriate, $30,000 and authorize Resolution 2025-68 for the Fiscal Year 2025-2026 California Department of Alcoholic Beverage Control (ABC) Grant Program.
25-0384

6. Abandonment of Easements - Adopt Resolution No. 2025-67 ordering the summary vacation and abandonment of a public utility easement and pedestrian access easement within Parcels 2 and 3 of Parcel Map No. 5438; and, further authorize the City Manager to execute the necessary documents to complete the abandonment. 25-0386

7. Accept the City of Visalia Cash and Investment Report - Accept the City of Visalia Cash and Investment Report for the fourth quarter of the fiscal year which consists of months April, May, and June 2025.
25-0389

8. Approve a contract amendment with Aquafix, Inc. - Approve an amendment to the contract with Aquafix, Inc. to increase the annual not-to-exceed amount from $18,960 to $55,000 to supply Aquafix DeFoam 3000 to the Visalia Water Reclamation Facility. 25-0393

9. Award Contract to replace Visalia Police Department
Handguns - Authorize the City Manager to enter into a contract with ProForce, not to exceed $241,187.22, to replace Visalia Police Department handguns and associated equipment, and appropriate $271,000 from the General Fund.
25-0398

10. Accela Automation Permit System - Digital Plan Review Upgrade - Authorize the City Manager to execute the contract with Accela Inc for services and annual maintenance related to the configuration and implementation of Accela’s Cloud based E-Permit Hub Digital Plan Room application at a cost not to exceed $57,000, enter into a seven-year maintenance agreement at a cost not to exceed $372,083.33 over the seven-year period; and appropriate $73,333.33 for FY 25/26.
25-0404

11. Award of an Emergency Repair Contract - Authorize the City Manager to award an emergency repair contract to RLH Fire Protection Inc, of Bakersfield for a not to exceed amount of $196,275.00.
25-0407

12. Approve Change Order For Riverway Sports Park Fencing Project - Approve a change order for the upgrade of galvanized chain-link fencing materials to vinyl coated chain-link fencing materials and reduced height of the inside fences.
25-0420

REGULAR ITEMS AND PUBLIC HEARINGS

3 Visalia City Council Meeting Agenda - Final September 15, 2025 Comments related to regular Items and Public Hearing Items are limited to three minutes per speaker, for a maximum of 30 minutes per item. The Mayor may reasonably limit or extend the public comment period to preserve the Council's interest in conducting efficient, orderly meetings.

1. 2024 Public Hearing and CAPER Approval - Public hearing and approval of the 2024/25 Program Year Consolidated Annual Performance and Evaluation Report and adoption of Resolution No. 2025-63.
25-0323

2. General Plan Amendment and Change of Zone - A Public Hearing and First Reading of Ordinance Nos. 2025-10 and 2025-11 pertaining to the following actions related properties located at the Derrel’s Mini Storage project site located at 1700 East Goshen Avenue (APN: 098-050-038) and the Housing Authority of Tulare County site located on the northwest corner of East Goshen Avenue and North Lovers Lane (APN( s): 098-050-013,
098-050-060, 098-050-062, and 098-050-061):

1. Adoption of Initial Study / Negative Declaration No. 2024- 25 (Resolution No. 2025-70 required)

2. General Plan Amendment No. 2024-02: A request by
Derrel’s Mini Storage to change the land use designation on APN: 098-050-038 from High Density Residential ( RHD) to Commercial Service (CS) for a 9.42-acre parcel, and the change of land use designation on APN( s): 098-050-013 , 098-050-060, 098-050-061, and 098-050-062 from Low
Density Residential to High Density Residential for parcels measuring a total of 11.89-acres (Resolution No. 2025-69 required).

3. Change of Zone No. 2024-03: A request by Derrel ’s Mini Storage to change the zoning designation on APN: 098-050- 038 from Multi-family Residential ( R-M-3) to Service
Commercial (C-S) for a 9.42-acre parcel, and the change of zoning on APN(s): 098-050-013, 098-050-060, 098-050-061, and 098-050-062 from R-1-5 (Single-Family Residential
5,000 sq. ft. minimum site area) to Multi-family Residential (R-M-3) for parcels measuring a total of 11.89-acres
(Ordinance No. 2025-10 required).

4. Conditional Zoning Agreement No. 2024-04: A request by Derrel’s Mini Storage to establish conditions for a storage facility on APN: 098-050-038; and, for the Housing Authority of Tulare County to establish conditions for a multi-family development of at least 238 dwelling units on APN( s): 098- 050-013, 098-050-060, 098-050-061, and 098-050-062
(Ordinance No. 2025-11 required).
25-0370

CLOSED SESSION REPORT

4 Visalia City Council Meeting Agenda - Final September 15, 2025

ADJOURNMENT

UPCOMING CITY COUNCIL MEETINGS

1. Upcoming City Council Meetings
Monday, October 6, 2025 @ 7:00 p.m. at 707 W. Acequia
Monday, October 20, 2025 @ 7:00 p.m. at 707 W. Acequia
Note: Meeting dates and times are subject to change, check posted agenda for correct details. In compliance with the American Disabilities Act, if you need special assistance to participate in meetings contact 713-4512.

Written materials relating to an item on this agenda submitted to the Council after distribution of the agenda are available for public inspection in the Office of the City Clerk, 220 N. Santa Fe Street, Visalia CA 93292, during normal business hours.
25-0391

5 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0324 Agenda Date: 9/15/2025 Agenda #: 1.

Agenda Item Wording:

Building Safety Division Presentation - Staff to provide an overview and update of the Building Safety Division including a summary of current operations, key programs, and recent permit statistics.

Prepared by:

Jason Huckleberry, Director of Engineering & Building, (559) 713-4495, [email protected] <mailto:[email protected]> Department Recommendation: Receive an overview presentation from the Building Safety Division.

Summary:

The Engineering and Building Department will provide an overview of the Building Safety Division covering all areas of the division and presenting recent building permit statistics.

Background Discussion:

The Engineering and Building Department will provide an overview of the Building Safety Division for the Council.

Fiscal Impact: None.

Prior Council Action: None.

Other: None.

Alternatives: None.

Recommended Motion (and Alternative Motions if expected):

No motion required.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 9/15/2025
Attachments: Building Safety Division Overview Presentation Visalia City Council Printed on 9/11/2025Page 1 of 1
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6 BUILDING
SAFETY

DIVISION
A Division of the Engineering
and Building Department
Presented By:

Jason Huckleberry, Director
7 DIVISION OVERVIEW
Permit Counter - Intake
Plan Check
The division is responsible for:
• Reviewing permit applications for compliance with all applicable state and local building codes and regulations. • Performing field inspections on all permits issued to verify compliance with codes, ensuring new construction in Visalia is constructed in accordance with standards of safety.

Building Inspections
Building Safety 8

DIVISION STAFFING
• 1 - Half-Time Office Assistant
Front
Counter
Plan
Review
Building
Inspection
Admin
4 Staff
5 Staff
10 Staff Staff
2 • 17 - Full-Time Staff Members • 2 - Consultant Inspectors Building Safety
9 Perform Plan Review for Minor Permits

PERMIT INTAKE
& INFORMATION

FRONT COUNTER
Key Responsibilities:

Permit Initialization and Triage
Permit Information & Guidance
Assist in Inspection Questions
7:30am to 5pm Monday thru Thursday
Issues Over the Counter Permits
Building Safety
Online Permit Submittals Are Always Available
10 BUILDING

PLAN REVIEW
Key Responsibilities:

Meet/Manage Established Plan Review Timelines
Plan Review – Residential and Commercial
Assist Architects/Engineers/Property Owners in
Code Interpretations
5,132 Permits Issued in 2024
Building Safety
11 Perform Plan Review When Necessary

INSPECTIONS

BUILDING
Key Responsibilities:

Inspection of Residential, Commercial,
and Industrial Buildings
Assist Contractors and Owners
Inspections Within 24-Hours
Average 65 to 95 Stops per Day
Building Safety 12
Residential Plan Reviews
Commercial Plan Reviews

TIMEFRAMES

PLAN REVIEW
• Permits are tracked with specific deadlines
• Managers use reports to identify issues and
make staffing adjustments as needed prior to
the deadline
• Permits are being reviewed by Building Safety,
Planning, and Engineering
 20 Days - First Review
 10 Days - Subsequent Reviews
 30 Days - First Review
 15 Days - Subsequent Reviews
Residential Plot Plans
 10 5 Days
Miscellaneous Permits
 10 Days – Minor Alterations
 10 5 Days – Electrical,
Including EV Chargers & Pools
 Immediate Over the Counter
Staff Has Successfully Met and Exceeded Plan Review Timeframes for over 2.5 Years Building Safety
13 STATISTICS
PERMIT
Projecting 5,937 Issued
15% Increase Over 2024
2025 Total Permits Issued
2025 Commercial Permits
2025 Building Inspections
575
483 504
638
601 636
560
335
270
400
0 100
200
300
400
500
600
700
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

SFD PERMITS ISSUED

CALENDAR YEAR

SINGLE FAMILY DWELLING - ISSUED PERMITS
Projecting 802,000 SF
More than 2X Over 2024
Projecting 11,200 Stops
Correlates to
Approximately 23,000
Inspections
20% Increase Over 2024
Building Safety
*
* Through Aug 2025
(Estimated 560 at Year End)
14 IMPROVEMENTS

UPCOMING DIVISION
Permit System Moving to Accela Cloud in 2026
• New Electronic Plan Check Program – E-Permit Hub Digital Plan Review
• Expand Online Permit Services
Comprehensive Fee Update
2025 CA Building Code Update
Monitoring CA AB 130 for Code Update Guidance
Building Safety 15
THANK YOU!
visalia.gov [email protected]
559-713-4444 315 E Acequia Ave
Visalia, CA 93291
Building Safety
16 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0390 Agenda Date: 9/15/2025 Agenda #: 1.

Agenda Item Wording:

Authorization to read ordinances by title only.

Visalia City Council Printed on 9/8/2025Page 1 of 1
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17 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0344 Agenda Date: 9/15/2025 Agenda #: 2.

Agenda Item Wording:

Designate Voting Delegate - Authorize and designate Vice Mayor Liz Wynn as the voting delegate for the 2025 League of California Cities Annual Conference and Council Member Emmanuel Hernandez Soto as the alternate voting delegate.

Prepared by: Reyna Rivera, Chief Deputy City Clerk 559-713-4512 [email protected] Department Recommendation: Staff recommends that the City Council designate Vice Mayor Liz Wynn as the voting delegate and Council Member Emmanuel Hernandez Soto as the alternate voting delegate for the 2025 League of California Cities Annual Conference.

Summary:

The League of California Cities Annual Conference is scheduled for October 8-10, 2025, in Long Beach. In order to vote during the General Assembly portion of the conference, scheduled for Friday, October 10, the City Council must formally designate a voting delegate and may appoint up to two alternate voting delegates. Only two members of the City Council, Vice Mayor Liz Wynn and Council Member Emmanuel Hernandez Soto are registered to attend the conference.

Background Discussion:

The League of California Cities ("CalCities") holds an Annual Business Meeting during its statewide conference to consider policy resolutions and bylaw amendments that guide the League's legislative priorities. In accordance with CalCities' bylaws, each member city must formally designate a voting delegate and may designate up to two alternate voting delegates by City Council action.

To ensure Visalia's participation in the voting process, Vice Mayor Liz Wynn is recommended to serve as the voting delegate, with Council Member Emmanuel Hernandez Soto as the alternate voting delegate. Both are registered to attend the full conference and will be present at the General Assembly meeting on October 10, 2025. Designation must be submitted to CalCities no later than September 24, 2025.

In prior years, member cities submitted resolutions for consideration before voting delegates were selected. This allowed the entire City Council to consider any proposed resolutions together and provide some initial direction to the voting delegate. At this time, there have been no policy resolutions submitted by member cities for consideration by the General Assembly. Any resolutions introduced during the conference are left to the voting delegate to consider and act upon.

Fiscal Impact: There is no additional fiscal impact associated with this action. Conference attendance costs for both delegates have been budgeted in the fiscal year 2025/26 budget.

Prior Council Action: The City Council annually designates a voting delegate and alternate(s) for the League of California Cities Annual Conference.

Visalia City Council Printed on 9/8/2025Page 1 of 2
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18 File #: 25-0344 Agenda Date: 9/15/2025 Agenda #: 2.

Other: None
Alternatives: The City Council may elect not to designate a voting delegate and alternate, which would forfeit the City’s ability to vote on resolutions and policy matters at the 2025 Annual Conference.

Recommended Motion (and Alternative Motions if expected):

I move to designate Vice Mayor Liz Wynn as the voting delegate and Council Member Emmanuel Hernandez Soto as the alternate voting delegate for the 2025 League of California Cities Annual Conference.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 9/24/2025
Attachments: 2025 League of California Cities Annual Conference Voting Delegate Information Packet
Visalia City Council Printed on 9/8/2025Page 2 of 2
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19 1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org

DATE: Wednesday, July 16, 2025

TO: Mayors, Council Members, City Clerks, and City Managers

RE: DESIGNATION OF VOTING DELEGATES AND ALTERNATES
League of California Cities Annual Conference and Expo, Oct. 8-10, 2025 Long Beach Convention Center

Every year, the League of California Cities convenes a member-driven General Assembly at the Cal Cities Annual Conference and Expo. The General Assembly is an important opportunity where city officials can directly participate in the development of Cal Cities policy.

Taking place on Oct. 10, the General Assembly is comprised of voting delegates appointed by each member city; every city has one voting delegate. Your appointed voting delegate plays an important role during the General Assembly by representing your city and voting on resolutions.

To cast a vote during the General Assembly, your city must designate a voting delegate and up to two alternate voting delegates, one of whom may vote if the designated voting delegate is unable to serve in that capacity. Voting delegates may either be an elected or appointed official.

Action by Council Required. Consistent with Cal Cities bylaws, a city’s voting delegate and up to two alternates must be designated by the city council. Please note that designating the voting delegate and alternates must be done by city council action and cannot be accomplished by individual action of the mayor or city manager alone.

Following council action, please submit your city’s delegates through the online submission portal by Wed., Sept. 24. When completing the Voting Delegate submission form, you will be asked to attest that council action was taken. You will need to be signed in to your My Cal Cities account when submitting the form.

Submitting your voting delegate form by the deadline will allow us time to establish voting delegate/alternate records prior to the conference and provide pre-conference communications with voting delegates.

Conference Registration Required. The voting delegate and alternates must be registered to attend the conference. They need not register for the entire conference; they may register for Friday only. Conference registration is open on the Cal Cities website.

Council Action Advised by September 24, 2025
20 For a city to cast a vote, one voter must be present at the General Assembly and in possession of the voting delegate card and voting tool. Voting delegates and alternates need to pick up their conference badges before signing in and picking up the voting delegate card at the voting delegate desk. This will enable them to receive the special sticker on their name badges that will admit the voting delegate into the voting area during the General Assembly.

Please view Cal Cities’ event and meeting policy in advance of the conference.

Transferring Voting Card to Non-Designated Individuals Not Allowed. The voting delegate card may be transferred freely between the voting delegate and alternates, but only between the voting delegate and alternates. If the voting delegate and alternates find themselves unable to attend the General Assembly, they may not transfer the voting card to another city official.

Seating Protocol during General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.

The voting delegate desk, located in the conference registration area of the Long Beach Convention Center in Long Beach, will be open at the following times: Wednesday, Oct. 8, 8:00 a.m.-6:00 p.m. and Thursday, Oct. 9, 7:30 a.m.-4:00 p.m. On Friday, Oct. 10, the voting delegate desk will be open at the General Assembly, starting at 7:30 a.m., but will be closed during roll calls and voting.

The voting procedures that will be used at the conference are attached to this memo.

Please share these procedures and this memo with your council and especially with the individuals that your council designates as your city’s voting delegate and alternates.

Once again, thank you for submitting your voting delegate and alternates by Wednesday, Sept. 24. If you have questions, please contact Zach Seals at [email protected].

A
ttachments:
• General Assembly Voting Guidelines
• Information Sheet: Cal Cities Resolutions and the General Assembly 21 1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org

General Assembly Voting Guidelines

1. One City One Vote. Each member city has a right to cast one vote on matters pertaining to Cal Cities policy.

2. Designating a City Voting Representative. Prior to the Cal Cities Annual Conference and Expo, each city council may designate a voting delegate and up to two alternates; these individuals are identified on the voting delegate form provided to the Cal Cities Credentials Committee.

3. Registering with the Credentials Committee. The voting delegate, or alternates, may pick up the city's voting card at the voting delegate desk in the conference registration area. Voting delegates and alternates must sign in at the voting delegate desk. Here they will receive a special sticker on their name badge and thus be admitted to the voting area at the General Assembly.

4. Signing Initiated Resolution Petitions. Only those individuals who are voting delegates (or alternates), and who have picked up their city’s voting card by providing a signature to the credentials committee at the voting delegate desk, may sign petitions to initiate a resolution.

5. Voting. To cast the city's vote, a city official must have in their possession the city's voting card and voting tool; and be registered with the credentials committee. The voting card may be transferred freely between the voting delegate and alternates but may not be transferred to another city official who is neither a voting delegate nor alternate.

6. Voting Area at General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.

7. Resolving Disputes. In case of dispute, the credentials committee will determine the validity of signatures on petitioned resolutions and the right of a city official to vote at the General Assembly.

22 Sixty days before the
Annual Conference
and Expo, Cal Cities
members may submit
policy proposals on
issues of importance
to cities. The resolution must
have the concurrence of at least
five additional member cities or
individual members.

How it works: Cal Cities
Resolutions and the General Assembly
General Assembly
General Resolutions Policy Committees
Developing League of California Cities policy is a dynamic process that engages a wide range of members to ensure Cal Cities represents cities with one voice. These policies directly guide Cal Cities’ advocacy to promote local decision-making, and lobby against statewide policies that erode local control.

The resolutions process and General Assembly is one way that city officials can directly participate in the development of Cal Cities policy. If a resolution is approved at the General Assembly, it becomes official Cal Cities policy. Here’s how resolutions and the General Assembly work.

The petitioned
resolution is an
alternate method
to introduce policy
proposals during
the annual conference. The
petition must be signed by
voting delegates from 10% of
member cities, and submitted to
the Cal Cities President at least
24 hours before the beginning
of the General Assembly.

Petitioned Resolutions
The Cal Cities
President assigns
general resolutions
to policy committees
where members
review, debate, and recommend
positions for each policy proposal.

Recommendations are forwarded
to the Resolutions Committee.

Who’s who
The Resolutions Committee
includes representatives
from each Cal Cities
diversity caucus, regional
division, municipal
department, and policy
committee, as well as
individuals appointed by
the Cal Cities president.

Voting delegates
are appointed by each
member city; every city
has one voting delegate.

The General Assembly is a
meeting of the collective
body of all voting
delegates —one from
every member city.

Seven policy committees
meet throughout the year
to review and recommend
positions to take on bills
and regulatory proposals.

Policy committees include
members from each Cal
Cities diversity caucus,
regional division, and
municipal department,
as well as individuals
appointed by the Cal
Cities president.

During the General Assembly, voting delegates
debate and consider general and petitioned
resolutions forwarded by the Resolutions
Committee. Potential Cal Cities bylaws
amendments are also considered at this meeting.

Cal Cities policy
development is a member-
informed process,
grounded in the voices and
experiences of city officials
throughout the state.

For more information visit www.calcities.org/general-assembly Prior to the Annual Conference and Expo
Resolutions Committee
The Resolutions
Committee considers
all resolutions. General
Resolutions approved1 by
either a policy committee
or the Resolutions Committee are next
considered by the General Assembly.

General resolutions not approved, or
referred for further study by both a
policy committee and the Resolutions
Committee do not go to the General
Assembly. All Petitioned Resolutions
are considered by the General
Assembly, unless disqualified.2
During the Annual Conference and Expo
1 The Resolution Committee can amend a general resolution prior to sending it to the General Assembly. 2 Petitioned Resolutions may be disqualified by the Resolutions Committee according to Cal Cities Bylaws Article VI. Sec. 5(f). 23 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0358 Agenda Date: 9/15/2025 Agenda #: 3.

Agenda Item Wording:

Award Design Contract - Authorize the City Manager to award a professional design services contract to TRC Engineers, Inc. for the North West Quadrant At-Grade Railroad Crossing Project in the amount of $874,797.80, and authorize an additional appropriation of $311,000 from the Measure R Local Fund (131).

Prepared by:

Estrella Velasquez, Associate Engineer, [email protected], (559)713-4164 Diego Corvera, Senior Civil Engineer, [email protected], (559)713-4331 Christopher Crawford, City Engineer, [email protected], (559)713-4331 Jason Huckleberry, Engineering & Building Director, Jason [email protected], (559)713-4495 Department Recommendation: Staff recommends that the City Council authorize the City Manager to award a professional design services contract to TRC Engineers, Inc. for the NW Quadrant At- Grade Railroad Crossing Project in the amount of $874,797.80 and authorize an additional appropriation of $311,000 from the Measure R Local Fund (131).

Summary:

This project will conduct a comprehensive traffic study on three candidate railroad crossings along Goshen Avenue at N Preston Street, N Linwood Street, and Chinowth Street to determine which is the most viable for future build-out. The consultant will coordinate all necessary approvals regarding the selected alternative and prepare plans, specifications and cost estimates for the selected at- grade railroad crossing. Based upon staff’spreliminary review of the three locations, TRC’sdesign proposal was written assuming that Chinowth would be the recommended crossing location. The ultimate improvements will include the installation of new pavement, curb & gutter, sidewalk, traffic signal, railroad warning devices, signage and striping and installation and upgrade of railroad equipment as recommended by the approval process. If the railroad coordination and approval process progresses smoothly there is a chance that the plans and specifications package could be ready in late 2028.

Background Discussion:

The purpose of this project is to identify a suitable location for a new at-grade railroad crossing in the northwest quadrant of Visalia. Depending on the circumstances surrounding the new crossing location, the railroad may require closures of additional existing crossings before they approve a new street crossing. This will be negotiated with the railroad during the preliminary phases of the project and, if existing street closures are required, staff will bring the alternatives back to Council for further discussion and approval. The proposed new crossing is intended to enhance overall traffic connectivity and relieve congestion at existing intersections by redistributing traffic volumes.

Visalia City Council Printed on 9/11/2025Page 1 of 4
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24 File #: 25-0358 Agenda Date: 9/15/2025 Agenda #: 3.

Consultant Selection and Scope of Work
On April 25, 2025, the City Council awarded the On-Call Civil Engineering Services contract (RFQ 24 -25-29) to six (6) qualified consulting firms: Peters Engineering Group, 4 Creeks, Inc., Provost & Pritchard Consulting Group, TRC Engineers, Inc., Lane Engineers, Inc., and CWE.

TRC Engineers, Inc. was selected from the approved list of on-call consultants to submit a proposal for design services related to this project. They have a significant amount of experience designing and coordinating work involving railroads. The proposed scope of work is divided into three phases:

Phase 1 involves the preparation of a comprehensive traffic study to evaluate three candidate locations for a new railroad crossing along Goshen Avenue. The study will quantify the potential traffic benefits of each location and result in a recommended alternative for full design and construction. The analysis will focus on connectivity and the crossing’sability to divert traffic from existing constrained intersections. If the preferred alternative necessitates the closure of an existing crossing, TRC will evaluate nearby crossings on Oak Street and Giddings Street to determine the most appropriate candidate for abandonment or modification.

Phase 2 will include the preparation of plans, specifications and estimates (PS&E) for the selected alternative. Planned improvements will include, but are not limited to, installation of a traffic signal, railroad warning devices, pavement improvements, curb and gutter, sidewalks, signage and striping.

The intersection will also be designed to accommodate the Class 1 multi-use trail currently under development as part of the Goshen-Visalia Corridor Project.

Phase 3 outlines a set of nine (9) optional tasks for design consultant assistance during the construction phase. These tasks will only be undertaken if deemed necessary and upon written authorization from City staff. This scope is intended to facilitate a smoother construction process and enhance coordination between the consultant, City staff and contractor.

Optional Scope of Work
The proposed contract amount is higher than originally anticipated due to the inclusion of optional tasks, which represent approximately 20% of the total proposal. The optional work has been included to ensure the City is fully prepared to address all potential design and permitting requirements necessary to complete the project. While the optional scope may not ultimately be required, its inclusion in the proposal allows the City to move forward promptly should those services become necessary, thereby avoiding potential delays and additional contracting efforts later in the process.

Staff will only authorize the optional work if it is determined to be necessary as the design progresses. By structuring the contract in this manner, we aim to maintain project flexibility and reduce the risk of unforeseen costs or schedule impacts during later phases of the project. All optional tasks are explicitly labeled as such in the included scope of work from the design consultant.

Agency Coordination and Funding Strategy
Design of the proposed crossing will require significant coordination with Union Pacific Railroad (UPRR), San Joaquin Valley Railroad (SJVR) and the California Public Utilities Commission (CPUC).

TRC will lead coordination efforts, including diagnostic meetings and submittals with each agency, ensuring the design meets the requirements of all stakeholders and regulatory bodies.

In addition to design coordination, TRC’sscope includes the preparation and submittal of a funding application under the CPUC’s Section 130 (SH130) Grade Crossing Improvement Program. If Visalia City Council Printed on 9/11/2025Page 2 of 4
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application under the CPUC’s Section 130 (SH130) Grade Crossing Improvement Program. If successful, this could potentially provide a significant amount of funding for the project.

Fiscal Impact:

The fiscal impact associated with this action is limited to the design phase of the project. As outlined in Table 1: Current Project Funding, the current budget allocation is insufficient to fully cover the anticipated design costs, resulting in a deficit of $310,797.80. This shortfall indicates that additional funding is required to award the design contract in its entirety. Approval of supplemental funds will be necessary to proceed with the contract award.

Table 1: Current Project Funding (CP0524)
Project Funding Source
Measure R Local (131) $337,600
Transportation Impact (241) $624,400
Total Project Funding $962,000
Estimated Project Design Costs
Staff Time $190,000
Design Services $691,346.88
Design Services (Optional) $183,450.92
Design Contingency (~10% of Design) $87,500
ROW Acquisition $60,500
Permitting and RR Fees $60,000
Total Estimated Project Costs $1,272,797.80
Surplus (Deficit) ($310,797.80)
Additional Appropriation Request from Fund 131$311,000
Future fiscal considerations pertain to the construction phase of the project. Table 2: Projected Construction Costs presents a preliminary estimate of the total construction estimated expenditures.

At present, funding for construction has not been requested for appropriation. These estimates are provided to establish the anticipated financial scope of the next phase and to support long-range capital planning efforts. The costs listed below assume the project construction will occur around 2028.

Table 2: Projected Construction Costs (Currently Not Funded) Staff Time $190,000
Construction Management $359,900
Construction $3,000,000
Other (SJVR) $1,700,000
Construction Contingency (20%) $940,000
Total Estimated Project Costs $6,189,900
Surplus (Deficit) for Construction Phase ($6,189,900)
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Table 2: Projected Construction Costs (Currently Not Funded) Staff Time $190,000
Construction Management $359,900
Construction $3,000,000
Other (SJVR) $1,700,000
Construction Contingency (20%) $940,000
Total Estimated Project Costs $6,189,900
Surplus (Deficit) for Construction Phase ($6,189,900)
To address anticipated funding needs, staff plans to submit a CIP funding request for future appropriation of projected construction costs through the standard Capital Improvement Plan budget process. The construction cost estimate will be further refined as the design progresses and construction estimates are validated.

Prior Council Action: N/A
Other: N/A
Alternatives: None recommended
Recommended Motion (and Alternative Motions if expected):

Authorize the City Manager to award a professional design services contract with TRC Engineers, Inc. for the NW Quadrant At-Grade Railroad Crossing Project in the amount of $874,979.80 and authorize an appropriation of $311,000 from the Measure R Local Fund (131).

Environmental Assessment Status: NEPA Environmental Assessment does not apply at this time.

CEQA Review: A CEQA Notice of Exemption (NOE) will be prepared by the City of Visalia.

Deadline for Action: N/A
Attachments:

1. Project Location Map

2. Consultant Disclosure Form

3. TRC Engineers, Inc. Design Proposal

4. TRC Engineers, Inc. Project Fees

5. TRC Engineers, Inc. Estimated Project Schedule
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On-Call Civil Engineering Services
RFQ NO. 24-25-29

OWNERSHIP DISCLOSURE

_________________________________________________________________ Name of Bidder/Proposer/Contractor/Consultant/Vendor/Supplier or Company

_________________________________________________________________ Address

List the names of all principals, partners, and/or trustees. For corporations, provide names of officers, directors and all stockholders owning more than 10% equity interest in corporation:
_____________________________________________________________________________________________ ______________________________________________________________________________________________ ______________________________________________________________________________ ________________

CALIFORNIA LEVINE ACT STATEMENT
California Government Code Section 84308, also known as the “Levine Act,” can prohibit members of the Visalia City Council from participating in any action related to a contract if he or she receives any political contributions totaling more than $250 within the previous twelve (12) months, and for twelve (12) months following the date a final decision concerning the contract has been made, from the person or company awarded the contract. The Levine Act also requires disclosure of such contribution(s) by a party to be awarded a specific contract.

The following website contains a list of current Visalia City Council Members, https://www.visalia.city/government/city_council/default.asp. You are responsible for reviewing the names of Visalia City Council Members prior to making the following disclosure:

1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to a Visalia City Council Member in the twelve (12) months preceding the date of the submission of your proposals or the anticipated date of any City Council action related to this contract?

YES:_____ NO:_____ If yes, please identify the City Council Member(s) and date(s) of contribution in the space below:

Council Member(s) Name Date of Contribution(s)

______________________________ ________________________

Answering YES, does not preclude the City of Visalia from awarding a contract to your firm or from taking any subsequent action related to the contract. It does, however, preclude the identified Visalia City Council Member(s) from participating in any actions related to this contract.

NOTICE: The disclosure duty under state law continues for twelve (12) months after the award. If the above information regarding contributions changes during this time after the award, then the awardee is required to update this disclosure form.
_________________________________________________________________________________ Print or Type Name of Bidder/Proposer/Contractor/Consultant/Supplier/Vendor/Company

__________________________________________ ____________________________________ Signature of Company Authorized Individual Print or Type Name of Authorized Individual

31 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 1 - 8/15/2025 City of Visalia NW Quadrant Railroad Crossings Project
Exhibit A
Detailed Scope of Work – Phase 1 and Phase 2
Introduction
This scope includes two phases. Phase 1 is the preparation of a Feasibility Report by TRC Engineers, Inc. (CONSULTANT) to further study the provision of a new at grade crossing of the San Joaquin Valley Railroad (SJVR) /Union Pacific Railroad (UPRR) track along Goshen Avenue in the City of Visalia (CITY). The Project will include a traffic analysis of three candidate railroad crossings – Linwood Street, Chinowth Street, and Preston/Roeben Street to determine which is the most viable for future build out. The traffic study will consider current and projected traffic volumes, capacity, safety, constructability, and overall connectivity. The project study area is located between Shirk Road and North Demaree Street along Goshen Avenue. Justification for the new at-grade crossing will include eliminating at-grade crossing(s) in Downtown Visalia along W. Oak Avenue between N. Willis Street and N. Locust Street or the Giddings crossing at Goshen that goes to the cemetery, by creating right in/right out intersections.

Phase 2 is the preparation of the plans, specifications, and estimates of the selected alternative, which is assumed to be Chinowth Street, which includes street improvements to Chinowth Street from Houston Avenue to West Douglas Avenue.

Due to the site constraints and full residential buildout, a grade separation alternative is not feasible at any of the three locations. Further assumptions include the following:
• Reconfiguration of Goshen Avenue at the new crossing will be required. • A new traffic signal will be required at the intersection. • The intersection will need to be designed to accommodate the Class 1 trail that is being constructed as a separate project, north of the railroad tracks. • In Phase 1, topographic surveys will not be used. Conceptual layouts will be prepared on aerial imagery. In Phase 2, topographic surveys will be required. • It appears impractical to obtain temporary construction easements parallel to the road improvements due to the proximity of residential structures. • In Phase 2, the approved environmental document will be a CEQA categorical exemption. It is assumed that only Phase 1 ISA, traffic, and land use (right of way and utility studies) will be performed. It is further assumed that NEPA clearance will not be required. If federal funding is obtained for this project, then NEPA would be required, and a contract amendment would be required.)
Phase 1 work hereunder includes a schematic layout of the project as an at grade crossing configuration. This layout will be schematic only and would need to be more fully designed in Phase 2. A preliminary cost estimate will be prepared as well as a brief memo regarding requirements for implementation. The memo will be incorporated into a feasibility study. 32 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 2 - 8/15/2025 Scope of Work
The following is a description of work tasks that are to be performed:

Phase I: Preliminary Design Basic Tasks

Upon receiving written notice-to-proceed from the CITY, the preliminary design will commence.

The following basic tasks will be performed.

Task 1 - Project Management and Coordination
This task consists of the direction of the work; attendance at one (1) in-office project meetings during the preliminary phase; project coordination with the CITY, affected agencies, and subconsultants; telephone coordination and conferences; monitoring schedule and budget performance; and preparing monthly progress reports, invoices, and schedule updates for the CITY. CONSULTANT will attend progress conference calls sixty minutes in duration monthly during the expected twelve-month duration of the Phase 1 work.

A Quality Control (QC) review will be implemented o n the project to coordinate design and CADD to meet the CITY’s goals for the project. Design documents will be re viewed by Senior managers at the 30% submittal. Comments will be ad dressed and incorporated into the 30% submittal to the client.

Deliverables:
• Meeting Agenda and Notes
• Email Conversation Confirmers
• Monthly Progress Reports
• Schedule Updates
Task 2 - Project Startup and Coordination
CONSULTANT staff will meet with the CITY at a kick-off meeting to discuss the Scope of Work, project requirements, design criteria, and the CITY 's most current scheduling and review requirements. An agenda and outline will be prepared and distributed before the meeting, and meeting notes will be prepared and distributed after the meeting. While meeting with the CITY, CONSULTANT will conduct a visual on-site field investigation to discuss existing conditions and confirm design assumptions. A CITY staff member will accompany the CONSULTANT on the site visit.

Deliverables:
• Kickoff Meeting Agenda
• Kickoff Meeting Notes
Task 3 – Aerial Mapping and Preliminary R/W Boundary
It is expected that aerials will be sufficient to prepare preliminary alignment studies as outlined in Task 7 for the preferred alternative only. CONSULTANT will use existing aerial mapping and create base mapping files in AutoCAD for Phase 1. Parcel Maps will be used for R/W boundaries and approximate Right of Way will be placed into the AutoCAD base mapping files. 33 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 3 - 8/15/2025 Topographic Survey and Boundary Surveys will be performed in Phase 2 for the preferred alternative.

Deliverables:
• Aerial Mapping

Task 4 - Utility Company Coordination
This task includes preliminary utility coordination with utility companies.

Work may include the following:

1. Preparation of Utility 'A' letters requesting mapping of existing and planned utility facilities (by CITY).

2. Plot utility locations from information provided in 'A' Letter responses on base map. Note CONSULTANT will not perform any surveys in completing this task, thus it is understood that utility locations plotted in this manner are approximate.

Deliverables:
• Utility “A” Letters

Task 5 – UPRR and SJVR Initial Coordination and Approvals CONSULTANT will coordinate with UPRR in preparing or performing the following:
• Prepare separate reimbursement letter agreements between the City and Railroad (UPRR and SJVR) Benesch consultant will not attend meetings until agreements are in place. • Prepare a formal concept plan submittal of the preferred alternative to UPRR. • Prepare and Attend a Diagnostic Meeting - CONSULTANT will meet with the CITY, and railroad representatives to discuss any preliminary studies involving the at-grade intersection improvements in the vicinity; track requirements; current rail operations including frequency and types of train traffic, and to ascertain any future track or operational changes or proposed additions. Although infeasible, we will also discuss potential grade separation configurations and obtain railroad concurrence on this infeasibility. Maintenance access requirements, design criteria and requirements, and their review and approval process, including any new procedural or technical requirements will also be discussed. (Two (2) virtual meetings are anticipated with this task.)
• Prepare application for SH130 grade crossing funding. • The CONSULTANT will develop a project schedule incorporating necessary submittals and review periods that will be required by UPRR.

Deliverables:
• Reimbursement Letter Agreements for (UPRR and SJVR)
• Diagnostic Meeting Agenda and Notes
• Draft SH 130 Fund Application and Transmittal Letter
Task 6 - Traffic Analysis
CONSULTANT (Peters Engineering Group) will prepare a traffic analysis report that will analyze the effects of three different potential at-grade rail crossings in Visalia, California. The 34 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 4 - 8/15/2025 report will include an analysis of vehicle miles travelled (VMT) and will also determine levels of service and anticipated queuing conditions at the study intersections listed below:
 Shirk Street/Goshen Avenue
 Akers Street and Goshen Avenue
 Chinowth Street and Goshen Avenue
 Demaree Street and Goshen Avenue
 Demaree Street/Houston Avenue
 Linwood Street/Ferguson Avenue
.

CONSULTANT will evaluate three alternatives for future at-grade intersections. The alternatives are described below:

1.) Alternative 1 will improve Chinowth Street from Houston Avenue to a new intersection at Goshen Avenue and will continue improvements to W Douglas Avenue.

2.) Alternative 2 will improve Linwood Street from Houston Avenue to a new intersection at Goshen Avenue.

3.) Alternative 3 will improve Preston/Roeben Street from Sweet Avenue to a new intersection at Goshen Avenue.

CONSULTANT will provide engineering support to CONSULTANT (Peters Engineering Group) in providing conceptual layouts, review of reports, email and phone coordination, and facilitate coordination with the CITY.

Please refer to Attachment A for Peters Engineering Group’s detailed scope of work for this task.

Task 7 - Preliminary 30% Plans (Preferred Alternative)
CONSULTANT will prepare 30% plans of the preferred alternative. The preferred alternative in this proposal is improving Chinowth Street from Houston Avenue to W Douglas Avenue.

All drawings will be prepared in AutoCAD Civil3D 2024 or later version.

Geometric Approval Layout Drawings
Preliminary plans will evaluate horizontal and vertical alignments for the preferred alternative, using aerial imagery, existing utility locations, traffic control / staging issues, and project costs, including right of way impacts.

The 30% plans will study the horizontal alignment limits required to conform to the existing roadway and how connections to intersecting roadways are provided or not provided. The vertical alignment will be studied so that it conforms to ADA standards. It is anticipated that no structures will be required for any of these alternatives.

Geometric approval drawings of the other street intersections can be prepared as Supplemental Services.

Oak Avenue Conceptual Improvements
Also, as part of this task, the CONSULTANT will evaluate eliminating a few at-grade crossings in the Downtown area of the City of Visalia on West Oak Avenue or at the Giddings crossing at Goshen Avenue. Per the current UPRR manual, three (3) at-grade crossings need to be removed to add one new at-grade crossing. Improvements to eliminate at-grade crossings may include 35 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 5 - 8/15/2025 bulb outs at the corners and medians to only allow right in and right out at the intersections.

Conceptual plans will be prepared along West Oak Avenue to be used in discussions with the railroad. This proposal includes developing three conceptual layouts applicable to any street under consideration. (Total of three intersections) Additional intersection details would be considered extra work.

Layout of the Grade Crossing Configuration
CONSULTANT will prepare the layout of a grade crossing configuration for the preferred alternative. CONSULTANT will approximate rail crossing protection feature locations, assuming quad gates, a median and separate pedestrian crossing gates. CONSULTANT will not prepare a detailed design nor perform various iterations of this layout. Any such effort should be pursued in the design phase of the project. Since the streets do not currently carry through the crossings, one stage of construction will be assumed.

Products:
• Geometric Approval Drawing – At-grade intersection layout plans for the preferred alternative
• Oak Avenue Conceptual Improvements
• Grade Crossing Configuration Exhibits of the preferred alternative

Task 8- Preliminary Cost Estimate for the preferred alternative A cost estimate will be prepared for the preferred alternative. The preliminary cost estimate will be developed in conformance with the Caltrans 11-page "Preliminary Estimate of Cost Summary" per their PDPM. These documents will be included in the Feasibility Report submittal.

Products:
• Cost Estimate – For the preferred alternative
Task 9 - Feasibility Report
CONSULTANT will prepare a Feasibility Report with a recommendation on the preferred alternative. The following documents will be included in the Report:
• Location Map
• Geometric Approval Drawing of the preferred alter native • Right of Way and Utility Data Sheets
• Project Cost Estimate of the preferred alternativ e
• Conclusions and Recommendations for Future Work
• Potential Funding Sources
• Photographs (in an Appendix)
A Draft Feasibility Report will be submitted to the CITY for review and comment. Comments will be addressed, and the final report prepared.

Deliverables:
• Draft Feasibility Report
• Final Feasibility Report
Task 10 – City Council Meeting Support
The goal of this task is to assist the City with presenting the alternatives to the City Council. 36 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 6 - 8/15/2025

10.1 - Attendance and Support at City Council Meetings
City Council Meetings
The team will work with the City and attend two (2) City Council meetings related to the project and take meeting notes as needed. The CONSULTANT will prepare the PowerPoint presentation to present the preferred alternative to the Council, take notes, and prepare action items. The CITY will prepare the City Council agenda package. .

Task 10 Deliverables:
• PowerPoint Presentation for the City Council Meeti ngs • Two (2) City Council meetings; attend and prepare s ummaries.

Phase 2: Final Design Basic Tasks
The preferred alternative will be determined during Phase 1. However, for this scope, it is assumed that the preferred alternative will be to improve Chinowth Street from Houston Avenue to W Douglas Avenue with a new signalized at-grade crossing at the intersection of Goshen Avenue. Upon receiving written notice-to-proceed from the CITY, the final design will commence. The following basic tasks will be performed.

Task 1 - Project Management and Coordination
This task consists of the direction of the work; attendance monthly PDT meetings during the final design phase (twenty-four (24) project meetings), project coordination with the CITY, affected agencies, and subconsultants; telephone coordination and conferences; monitoring schedule and budget performance; and preparing monthly progress reports, invoices, and schedule updates for the CITY. CONSULTANT will attend progress conference calls sixty minutes in duration monthly during the expected twenty-four-month duration of the Phase 2 work.

CONSULTANT staff will meet with the CITY for a site walk field meeting to discuss the Scope of Work for the Final design phase, project requirements, design criteria, and the CITY 's most current scheduling and review requirements. An agenda and outline will be prepared and distributed before the meeting, and meeting notes will be prepared and distributed after the meeting. While meeting with the CITY, CONSULTANT will conduct a visual on-site field investigation to discuss existing conditions and confirm design assumptions. Preferably a CITY staff person will accompany the CONSULTANT on the site visit.

Deliverables:
• Phase 2 Kickoff Meeting Agenda
• Phase 2 Kickoff Meeting Notes

A Quality Control (QC) review will be implemented o n the project to coordinate design and CADD to meet the CITY’s goals for the project. Design documents will be re viewed by Senior managers at the 65%, 95%, and 100% submittal. Comm ents will be addressed and incorporated into the submittal to the client at each stage.

37 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 7 - 8/15/2025 Deliverables:
• Meeting Agenda and Notes
• Email Conversation Confirmers
• Monthly Progress Reports
• Schedule Updates
Task 2 – Phase 2 Utility Company Coordination
This task includes continued coordination with utility companies. One meeting will be set up with affected utility companies to identify potential conflicts and relocation of any existing utility facilities or placement of new facilities. Work hereunder excludes any design to accommodate and support any new facility.

Work may include the following:

1. One meeting to discuss the project and utility company or CITY utility requirements.

2. Telephone and e-mail consultation with utility agencies to coordinate location and integration of any new facility into the project.

3. It is assumed that this project will have minimal impact on existing utilities other than raising surface features to grade.

4. When the 65% PS&E is complete, CONSULTANT shall prepare Utility Relocation Claim Letters “B” letters and forward to the CITY to be placed on City letterhead.

CONSULTANT will forward the letters and plans to the utility agencies. For utilities owned or maintained by the CITY, the CITY project manager shall forward the Utility B letters to the appropriate CITY staff member and send a copy of the transmittal to CONSULTANT.

5. One Utility meeting in the field is anticipated with this task to coordinate with any utility representatives that are affected by the project. Ongoing utility coordination through phone calls and emails will continue throughout the design phase.

6. Utility conflict maps will be prepared and included in the Contract Documents for the project.

7. When the Final PS&E is complete, Utility “C” letters (Notice to Owners) will be prepared and sent out to all of the affected utilities by CONSULTANT to begin the relocation process.

8. CONSULTANT will coordinate with electrical utility owner for a new power service point of connection for the new traffic signal and railroad equipment.

9. Attention is directed to Attachment F for the (5) anticipated plan sheets to be completed in this task.

Deliverables:
• Utility Status Table
• Utility Letters

Task 3 Topographic Survey
Land Surveying will include research, horizontal an d vertical control, along with topographic surveying, mapping and a right of way boundary survey. UNICO will coordinate with the City and 38 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 8 - 8/15/2025 the UPRR/SJVR to attain the necessary permitting an d documentation required for this project.

UNICO will also coordinate with client to provide survey status updates and schedule.

CONSULTANT will prepare a survey request and coordinate with the survey team.

Please refer to Attachment B for Unico’s detailed scope of work for this task.

Task 4 – UPRR/SJVR Coordination and Approvals during the PS&E Phase (Time and Materials)

CONSULTANT understands that the CITY will need to obtain a Construction, Maintenance, and Use Agreement for the grade crossing. This scope anticipates that a separate agreement with UP will be required to incorporate other intersection improvements that are to be made. Due to the indeterminant iterations that are expected during this work this work will be performed on a time and materials basis. CONSULTANT will coordinate with UP and SJVR in preparing or performing the following:
• Approval of the Draft PS&E Submittal
• Preparation of the amended or separate Construction, Maintenance, and Use Agreement • UP and SJVR Invoice Review
• Railroad Access Right limits
• The CONSULTANT will obtain a Railroad Contractor Agreement from Union Pacific and SJVR and will include it in the special provisions for the project. • The CONSULTANT will prepare any easement (indenture ) documents. • CONSULTANT will prepare the paperwork for railroad permits, rights of entry, letters to UPRR and SJVR to allow CONSULTANT to represent CITY in certain discussions and correspondence. CITY will review the documentation and sign as needed. CITY will pay for all railroad permits and review costs.
• CONSULTANT will update the project schedule and include milestone submittal and approval tasks, including review periods.

Task 5 – PUC COORDINATION AND APPROVALS during the PS&E Phase (Time and Materials)

Due to the indeterminant iterations that are expected during this work this work will be performed on a time and materials basis.

CONSULTANT will coordinate with the PUC and prepare or perform the following:
• Prepare GO88-B PUC Application for Authorization to Construct the Project

A detailed scope for each subtask follows:

Task 5.A Prepare PUC G.O. 88-B Application for the Project Preparation of an application for authorization to construct the project per General Order 88-B of the CPUC.
39 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 9 - 8/15/2025

Task 5.B. Monitor PUC Application Approval
CITY will file the project application prepared under Task 5.B with the PUC.

CONSULTANT will monitor approval status and notify the CITY of any hearing date (not expected to be required).

Task 6 – Geotechnical Engineering
The objective of the geotechnical investigation is to assess soil conditions and to provide geotechnical engineering recommendations for the use by the project designers in preparation of the plans and specifications for the project.

Please refer to Attachment C for BSK’s detailed scope of work for this task.

Task 7 – Environmental Document

The railroad crossing would include a new 2-lane co llector, and a new at-grade railroad crossing and traffic signal at the intersection to relieve c ongestion on a nearby arterial street (Demaree Street). The City is the lead agency under the California Environmental Quality Act (CEQA), and the City has secured local funding to implement the project.

Construction would result in some excavation work that would be limited to the new traffic signal poles (13-15 feet below grade), and new road improvements (2 feet below grade). Right of way or an easement from the railroad is anticipated to be necessary in order to construct the railroad crossing. Properties surrounding this intersection are developed with single family residential houses (northwest), self-service mini storage (nort heast), event venue (southwest), and commercial businesses (southeast). Vegetation within the project area consists of ornamental street trees along the project corridor and there are no waterways within the project area.

The GeoTracker website identifies the former Kaweah Crop Dusting site about 700 west of the intersection. Potential chemicals of concern at this site were pesticides and herbicides. The case is identified as having been closed in 1965, and there are no maps or documents on the website to review. The area around this site is now developed as an apartment complex. About 120 feet of concrete curbing is present along the north side of West Goshen Avenue at this intersection that may need to be removed to complete the project, as well as a streetlight and storm drain. An asphalt paved pedestrian/bicycle path runs parallel to West Goshen Avenue between Goshen and the railroad tracks.

Task 7.A Engineering Support to the Environmental Document CONSULTANT will prepare an Area of Potential Effects/Impact (APE/I) Map for the enveloped area of each alternative for use in environmental studies. CONSULTANT will assist in preparation of the project description and determining CEQA boundaries.

CONSULTANT will advise the CITY on environmental constraints, the process, and take the necessary steps to maintain the CEQA exemption.

CONSULTANT will also provide coordination with the CITY’s environmental team regarding engineering support to assist with the technical studies.

40 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 10 - 8/15/2025 Deliverables:
• APE/I Map
• Project Description

Task 7.B Environmental Document (By City- No CONSULTANT hours) The project requires compliance with the California Environmental Quality Act (CEQA).

The City is expected to act as the Lead Agency unde r CEQA and will prepare all CEQA studies for this project. Certain classes of projec ts are specifically called out in Section 15300 of the CEQA Guidelines as projects that have been determined not to have a significant effect on the environment, and which are therefore exempt from the provisions of CEQA. According to Section 15301 of CEQA, a project can be categorically exempted from CEQA if it involves the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private s tructures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of use beyond that existing at the time of the lead agency’s dete rmination (Class 1). Existing facilities include existing highways and streets, sidewalks, gutters, bicycle and pedestrian trails, and similar facilities, and other alterations such as t he addition of bicycle facilities (this includes road grading for the purpose of public saf ety). It is assumed that a Categorical Exemption (CE) would be the appropriate level of CEQA documentation. However, further analysis is required to determine whether the new at-grade crossing and traffic signal would be consistent with the City’s General Plan and Tran sportation Element and involve an expansion of use. The CITY will prepare the envir onmental CEQA studies and prepare the Categorical Exemption (CE) for the project.

Task 7.C Hazardous Waste Memo
BSK will prepare the environmental soil sampling me mo and testing to support the Environmental CEQA studies. Please refer to the de tailed scope of work for this task in Attachment C
Task 8 – 65% PS&E
Project plans prepared by the Consultant shall include a complete set of plans at the 65% level.

All identified and affected existing utilities shal l be accurately indicated on the plans. Plans at 65% should be sufficient level to start ROW acquisition.

Contract drawings will be developed using AutoCAD 2024 or n ewer, at the consultant’s sole discretion.

CONSULTANT will prepare civil design and plans; certain features are clarified below:
• Construct street improvements on Chinowth Street from Houston Avenue to W. Douglas Avenue.
• Install Pedestrian Crossing gates on both sides of Chinowth Street • Tie in pedestrian improvements into the Class 1 trail parallel to Goshen Avenue. • Design a new traffic signal at the intersection of Goshen Avenue and Chinowth Street.

41 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 11 - 8/15/2025 Task 8.1 – Prepare 65% Plans

8.1.1 – Roadway
The CONSULTANT will design the roadway and prepare the contract drawings for same. The pavement section, roadside drainage and roadside barriers are included in the design. Layout sheets will be developed using a 1” = 20’ scale.

Roadway design shall include the following Contract Drawings:

Contract Drawings to be completed at the 65% stage
Contract drawings for the Project will include:
• Title Sheet
• Survey Control Sheet
• Typical Sections (Listing Roadway Design Criteria: Traffic Index, Design Speed, etc.)
• Layout
• Profile and Superelevation Diagram
• Construction Details
• Construction Details – ADA ramps 1” =5’
• Drainage Plans and Profiles
• Drainage Details
• Pavement Delineation Plans
• Detour Plans
• Construction Area Signs
• Lighting
• Signal Design
It is assumed that no traffic handling/stage constr uction sheets will be prepared with this submittal. The Contractor will be required to prep are a traffic control plan which will be submitted and approved by the CITY prior to constru ction. Caltrans standard plans for lane closures will be utilized. Detour plans and C onstruction Area sign sheets will be prepared.

It is also assumed that temporary water pollution c ontrol plans will not be required.

However, in the engineer’s estimate, bid items for water pollution control BMP’s will be included. It will be the Contractor’s responsibilit y to prepare a storm water pollution control plan as part of construction.

City and Caltrans standards will be used. City Standards will govern.

A full list of sheets is listed in Attachment F at the end of this scope of work.

42 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 12 - 8/15/2025

8.1.2 – Traffic Signal Design/Street Lighting and Electrical Design Signal electrical work and preemption work shall be performed by Peters Engineering Group.

Please refer to Attachment A for Peters Engineering Group’s detailed scope of work for this task.

Task 8.2 – Cost Estimates (Specifications later)
The 65% estimate format will be consistent with the Caltrans Construction Contract Development Guide and a BEES listing will be includ ed. Unit prices will be applied to each contract item resulting in the Engineer’s Estimate of Probable Construction Cost (Estimate).

Prices used will be based on the latest available data from the City and Caltrans, reflecting the location of the project and the quantity of each item.

At the 65% stage, a bid item list will be prepared and will be submitted with the Plans and Estimate. Special Provisions will not be prepared u ntil the 95% stage, as standard special provisions change frequently.

Task 8.3 – Drainage Analysis
The existing drainage on Chinowth street drains int o an existing storm drain system which outfalls to a local infiltration basin west of Chin owth Street. With the new improvements, a new storm drain system will tie into the existing s torm drain system which outfalls to this basin. The CONSULTANT will calculate the additional runoff from the improvements and will verify that the existing basin can accommodate the additional runoff.

Task 8.4 – Prepare 65% Submittal
The CONSULTANT will assemble the 65% submittal deli verables and submit them to the CITY for review.

Task 8 Deliverables:
• 65% Plans (after QA/QC is complete)
• 65% Engineer's Estimate (after QA/QC is complete)

Task 9- 95% PS&E
Task 9.1 – Prepare 95% Plans
PS&E shall be 95% complete. Major subtasks for this phase of the work are:
• Incorporate CITY review comments into the design and bidding documents, if any • Complete the design documents and bidding documents
• Prepare Special Provisions
• Prepare revised Engineer's Estimate (Bid Item List)
The QC/QA procedures described in Task 1 will be im plemented during this task with an emphasis on coordination between structural, traffic and utility documents.

Task 9.2 – Cost Estimates and Specifications
43 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 13 - 8/15/2025 The CONSULTANT will prepare an itemized engineer's estimate at the 90% stage. Work also includes updating the bid item list to correspond t o City and Caltrans current standards. City Standards will govern. Prices will be updated to current expected values.

The CONSULTANT will develop project specifications and special provisions from the most current Caltrans and CITY standards in effect as of the date of Notice to Proceed. The current Caltrans standards are dated 2024. The Consultant w ill edit the applicable Caltrans Standard Special Provisions (SSPs) and prepare required spec ial provisions. The CONSULTANT will utilize the CITY "boiler plate" documents including the notice to bidders, proposal, bond forms, and agreement. CONSULTANT will also prepare the Bid Book using the template provided by the CITY.

Specifications and the bid book will be updated and finalized with comments from the CITY after the 95% submittal.

The 95% PS&E will be submitted after the QC/QA proc edures have been performed and incorporated. The design of the project is essentially complete at this time.

Task 9.3 – Prepare 95% PS&E Submittal
The Consultant will assemble the 95% submittal deliverables and submit them to the CITY for review.

Task 9 Deliverables:
• Response to 65% comments
• 95% PS&E
Task 10 – Final (100%) PS&E
Task 10.1 – Prepare Final 100% PS&E
This phase begins after the 95% PS&E is submitted and CITY has responded with comments.

The objective in this task is to provide the design and construction documents the CITY will use to advertise for bids and administer the project construction. It is assumed that only minor comments are received at this time and that the PS&E shall be 100% complete after such minor comments are addressed.

Major sub tasks for this phase of the work include:
• Incorporate CITY review comments into the bidding d ocuments including the plans, special provisions, bid book and estimate, if any
• Sign and seal the design and bidding documents.
• Prepare copies of design, design check and bidding documents in the quantities required by the CITY.

Task 10.1 Deliverables:
• The deliverable for this task shall not be prepared until receiving written authorization from the CITY.

Task 10.2 – Prepare Ready to List Documents
44 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 14 - 8/15/2025 The CONSULTANT will provide that the Contract docum ents meet the ready to list requirements and will submit a checklist with the 100% PS&E to the CITY.

Task 10.3 – Prepare 100% PS&E Submittal
The CONSULTANT will assemble the 100% submittal del iverables and submit them to the CITY for review.

Task 10 Deliverables:
• Electronic PDFs of both 11x17 and 22x34 plans
• (3) Sets of 22x34 final design plans
• Specifications electronically in PDF and Word Format
• Copy of Engineer’s Estimate
• Copy of design check calculations
• Copy of design check quantities
• Two (2) copies of Resident Engineer pending file
• Two (2) copies of the Geotechnical Report
• Two (2) copies of hydraulic studies and reports
• One (1) Flash drive with electronic versions of all Task 10 deliverables itemized above in DWG, MS Excel or MS Word format, Print ready PDF files of same will be provided. Design plans will be provided in AutoCAD and PDF formats.

Task 11 Right of Way Engineering and Clearance (Refer to Optional Services) Task 12 CPUC Funding Acquisition (Time and Materials)
CONSULTANT will coordinate with the PUC to discuss their oversight, requirements, and temporary rail crossing protection devices. Due to the extensive iterations expected during this work this work will be performed on a time and materials basis.

CONSULTANT will prepare or perform the following:
• .
• Data from the preliminary engineering phase inclu ding legal descriptions of affected real property, plan and profile, structure plan, environmental documentation, and location and vicinity maps shall be provided and incorporated into the application. • Monitor SH130 application for funding

45 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 15 - 8/15/2025 Task 13 CPUC/UPRR/SJVR Plan Development Acquisition (Time and Materials)
CONSULTANT will coordinate with the PUC, UPRR, and SJVR in development of grade crossing design plans. Due to the extensive iterations expected during this work this work will be performed on a time and materials basis. The work would include:
• Attendance at quarterly virtual meetings to discuss railroad and PUC comments on the PS&E and attempt resolutions before changes are made.
• Updating PS&E at various stages (assumed 30%, 60%, and 90%) to incorporate PUC/UPRR/SJVR comments and preferences. Design hours for plan updates are included in the various design stages. For this task, a comment response form will be prepared, and comment responses will be recorded.
• Additional work related to pre-signaling, signal timing, intersection signal modifications, and grade crossing protection devices and configuration. Also, refer to Attachment “A- 2” for responding to electrical comments from Peters Engineering Group for this task.

46 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 16 - 8/15/2025 Optional Extra Tasks
The following extra task is not included in the base scope of work but presented for consideration for inclusion herein or to convey an understanding of certain future tasks that would need to be performed to actually implement the project or better understand the feasibility and costs. Authorization from the CITY would be required before working on this task.

Phase 1 Optional Services
Task 7.A – Preliminary Drawings of Alternatives (Optional) At the direction from the CITY, CONSULTANT will prepare 30% plans on aerial images for the following alternatives:

1. Alternative 2 will improve Linwood Street from Houston Avenue to a new intersection at Goshen Avenue.

2. Alternative 3 will improve Preston/Roeben Street from Sweet Avenue to a new intersection at Goshen Avenue.

Phase 2 Optional Services
Task 2A – Utility Potholing (Optional)

Bess Test Lab will conduct up to ten (10) utility potholes to positively locate utilities that may be in conflict. Please refer to Attachment D for Bess Test Lab’s detailed scope of work for this task.

Task 11 Right of Way Engineering and Clearance (Optional) Chinowth Street will be improved from W Goshen Avenue to Houston Avenue, adding a grade crossing and W Goshen. The project will be constructed primarily in public right of way, aside from the San Joaquin Valley Railroad Company (SJVR) parcel.

This task includes engineering support to the right of way process including preparing right of way needs maps needed to support discussions with the SJVR. Coordination with the surveyor will be required to prepare the plats/legals necessary for the project.

Please refer to Attachment B for Unico’s detailed scope of work for this task in preparing the plat/legal for the railroad parcel.

Please refer to Attachment E for Bender Rosenthal’s detailed scope of work for this task in coordination with SJVR.

Task 14 – Pre-Construction Engineering Services (Optional) The CONSULTANT will remain available to provide ass istance during bidding and award. This task includes support during the bidding phase. CON SULTANT will evaluate and respond to bidder inquiries when requested by the CITY. When necessary, the CONSULTANT will assist the CITY in preparing addenda. CONSULTANT will review t he CITY-prepared bid analysis (unit price summary) for all bidders and advise the CITY on issues that may arise. All work shall be performed and reimbursed on a time and materials ba sis due to the indeterminate nature of the work.
47 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 17 - 8/15/2025 Phase 3: Construction Phase Basic Tasks (Optional)
Upon receiving written notice-to-proceed from the CITY, the construction phase will commence.

The following basic tasks will be performed.

Task 1- Project Management during the Construction Phase This task includes managing the CONSULTANT’s effort, including quality control of deliverables, documentation, maintaining files, invoicing, etc. A maximum of 40 labor hours of such work is included under Basic Services for this task.

Task 2 -Attend Preconstruction Meeting
One member of TRC’s staff will prepare for and attend the preconstruction meeting with the Contractor, Resident Engineer, etc.

Task 3 - Site Visits
This task includes site visits to observe critical construction activities or as may be requested by the CITY. A maximum of three (3) such site visits are included under basic services. Additional site visits shall be reimbursed as Extra Services.

Task 4 - Phone Consultation
This task includes phone consultation to discuss project construction activities. A maximum of 40 labor hours of such work is included under Basic Services for this task.

Task 5 - Respond to RFIs
This task includes responding to Requests for Information from the Contractor during the course of construction. A maximum of 40 labor hours of such work is included under Basic Services for this task. Additional effort shall be reimbursed as Extra Services.

Task 6 - Shop Plan Reviews
This task includes review of Contractor-prepared shop plans for the following:
• Traffic Control Plans
• Water Pollution Control Plan
• Electrical System Plans

A maximum of 60 labor hours of such work is included under Basic Services for this task.

Task 7 - Change Order Assistance
This task includes assistance in evaluating or modifying existing plans and specifications for incorporation into change orders prepared by the CITY. A maximum of 50 labor hours of such work is included under Basic Services for this task.

Task 8 - Attendance at Other Meetings
Attendance at one (1) additional meeting is included in basic services. Additional meetings may be held concurrently with the site visits suggested in Task 3. All additional meeting attendance shall be performed and reimbursed as Extra Services.
48 COV RR Crossing Study Scope_Exhibit-A_8-15-25_r2 - 18 - 8/15/2025

Task 9 - Preparing As-builts
This task includes preparing the final as-builts for the project. The RE will submit the redlines of the change orders that occurred during construction to the CONSULTANT and the CONSULTANT will edit the AutoCAD file to show the final revisions using the CT plans and preparation manual for completing as-built drawings. The final submittal of the as-builts will be delivered to the CITY in both PDF and AutoCAD formats. A maximum of 100 labor hours of such work is included under Basic Services for this task. Additional effort shall be reimbursed as Extra Services.

FEE
CONSULTANT will be reimbursed in accordance with the attached fee proposal using the specific rates of compensation methodology. Rates per classification will be according to the Master Service Agreement, City of Visalia on-call contract.

ATTACHMENTS

A – Peters Engineering Group Scope of Work
B – Unico’s Surveying Scope of Work
C- BSK Geotechnical Engineering Scope of Work
D- Bess Test Lab Utility Potholing Scope of Work
E- Bender Rosenthal- Right of Way Scope of Work
F- Plan Sheet List

49 SCOPE AND FEE

PETERS ENGINEERING
Traic Analysis

50 Exhibit “A”

SCOPE OF SERVICES
Traffic Analyses
NW Quadrant Railroad Crossings Project
Visalia, California

INTRODUCTION
Peters Engineering Group (Consultant) will provide TRC (Client) with engineering services for the subject project as described herein. Consultant’s services will result in the preparation of a traffic analysis report that will analyze the effects of three different potential at-grade rail crossings in Visalia, California. The report will include an operational analysis of levels of service and queuing at the study intersections, as well as an analysis of vehicle miles traveled (VMT).

PROJECT UNDERSTANDING
The City of Visalia is considering three alternatives for a new at -grade rail crossing and a connection to Goshen Avenue at the following locations:

1. Linwood Street north of Goshen Avenue

2. Chinowth Street north of Goshen Avenue

3. Preston Street (Roeben Street) north of Goshen Avenue The City wishes to conduct a comprehensive traffic analysis to determine the most viable option for future buildout.

WORK TASKS
The Consultant will perform the work tasks described below.

Task 1 Kickoff Meeting
Consultant will attend a kickoff meeting with Client and City staff to discuss pertinent aspects of the Project. It is anticipated that the kickoff meeting will be accomplished on line.

The meeting should include a discussion of the approach to traffic modeling and the intersections to be analyzed.

Task 2 Field Review
Consultant will perform a field review to ascertain the existing road conditions and traffic patterns at the study locations.

Task 3 Project-Specific Traffic Modeling
Consultant will coordinate with City of Visalia staff and the Tulare County Association of Governments (TCAG) to perform Project -specific traffic modeling using the horizon -year Tulare County traffic model. The traffic modeling request will be provided to the City for review prior to submitting it to TCAG. The traffic modeling is expected to include three different model runs, one for each project alternative. The road segments to be added to the model will be illustrated for City and TCAG review. The traffic modeling request will ask that TCAG provide the regional vehicle miles traveled (VMT) output for each model run , as well as VMT for the current horizon-year model without the Project. 51 It is assumed that TCAG will not charge a fee for the traffic modeling because it is being requested by the City of Visalia as a member agency for planning purposes.

Analysis of potential mitigation measures for the purposes of quantifying a VMT reduction is beyond the scope of this study.

Task 4 Traffic Counts
Manual traffic counts (including turning movements, automobiles, heavy vehicles, pedestrians, and bicycles), will be performed at the study intersections on one weekday. It is suggested that 24 -hour turning movement counts be performed at each intersection to identify the peak hours that occur between 7:00 a.m. and 9:00 a.m. on a weekday morning and between 4:00 p.m. and 6:00 p.m. on a weekday evening, as well as 24 -hour volumes to estimate average daily trips (ADT) . The 24-hour counts will also identify peak hours that occur outside the typical peak hours.

It is assumed that traffic counts will be required at the following locations:

1. Shirk Street / Goshen Avenue

2. Akers Street / Goshen Avenue

3. Chinowth Street / Goshen Avenue

4. Demaree Street / Goshen Avenue

5. Demaree Street / Houston Avenue

6. Linwood Street / Ferguson Avenue
The number of trains passing intersections 1 through 4 during the 24 -hour period will be counted, including the time of day that the train passed and the duration of the train event.

It is recommended that traffic counts be performed while schools are in session. Therefore, traffic counts during the summer months may not be feasible.

Task 5 Traffic Analyses
Consultant will perform intersection analyses to determine levels of service and anticipated queuing conditions at the study intersection s listed a bove. The following scenarios are expected to be studied:

1. Existing Conditions;

2. 10-Year Conditions With No Project

3. 10-Year Conditions With Linwood Street Crossing

4. 10-Year Conditions With Chinowth Street Crossing

5. 10-Year Conditions With Preston Street (Roeben Street) Crossing

6. 20-Year Condition With No Project

7. 20-Year Conditions With Linwood Street Crossing

8. 20-Year Conditions With Chinowth Street Crossing

9. 20-Year Conditions With Preston Street (Roeben Street) Crossing Future traffic projections will be based on information obtained from the Tulare County travel model output using an Increment Method or growth rate. Operational analyses will be performed to determine the level of service and queuing conditions at the study locations for each of the study scenarios. The time periods to be analyzed for operations will be the weekday a.m. and p.m. peak hours.
52 Task 6 Draft Traffic Analysis Report
Consultant will prepare a report for review by the Client. The report will include presentation of the results of the tasks outlined herein and recommendations for the most viable crossing location. The report will be provided in electronic portable document format (pdf).

Task 7 City Review Meeting and Review Comments
Consultant will present the findings of the report to City staff. Review comments and feedback from City staff will be obtained and discussed. Comments that require work not described herein will be addressed as Additional Services as described below.

Task 8 Final Traffic Analysis Report
Review comments and feedback from City staff will be incorporated into a final report presented the findings, data analysis, and recommendations for the most viable crossing location. The report will be provided in electronic portable document format (pdf).

CLIENT’S DUTIES AND RESPONSIBILITIES
The Client shall:
a) Provide all criteria and full information concerning Client’s requirements for the project. b) Provide Consultant with plans indicating the locations, types, and sizes of the proposed improvements.
c) Apply for and obtain all approvals and permits from all governmental agencies having jurisdiction over the project, and such approvals from other entities as may be necessary for the project, with the assistance from the Consultant or as additionally authorized.

Client shall pay all fees and charges associated with securing permits and approvals not previously described.
d) Give prompt notice to Consultant whenever Client observes or otherwise becomes aware of any development that affects the scope or timing of Consultant’s services. e) At Client’s discretion, authorize and direct Consultant to provide necessary Additional Services.

ADDITIONAL SERVICES
The Client may, at its sole discretion, request that Consultant perform Additional Services.

Both parties, prior to proceeding with these services, shall execute a written amendment to this Agreement. Additional services will be required if Consultant is to perform services or attend meetings not specifically described herein. A viability assessment, identification of construction constraints, cost estimates, and assessment of cost implications are excluded from the proposed scope of services and would require a separate proposal.

RIGHT TO RELY
Consistent with the professional standard of care, Consultant shall be entitled to rely upon the accuracy of data and information provided by the Client or others without independent review or evaluation unless specifically required in the Scope of Services. 53 COMPENSATION
Consultant’s fee for the traffic analysis as described herein will be a lump sum of $59,900.00.

It is assumed that TCAG will not charge a fee for the traffic modeling because it is being requested by the City of Visalia as a member agency for planning purposes.

Compensation for Additional Services shall be in accordance with the attached Rate Schedules (Exhibit “B”) and would be performed only if requested by Client.

SCHEDULE
It is anticipated that Task 6 will be complete within approximately three months of the kickoff meeting. The schedule may be affected by the availability of TCAG to complete the traffic modeling, and whether or not traffic counts may be performed during summer months.

54 Exhibit “B”

HOURLY RATE SCHEDULE
(Effective 1/1/25 to 6/30/26)

CLASSIFICATION RATE
Principal Civil Engineer $240/hr
Senior Civil Engineer $220/hr
Civil Engineer $195/hr
Land Surveyor $185/hr
Staff Engineer $170/hr
Draftsperson/Technician/Inspector $150/hr
Clerical $100/hr
Litigation Support $500/hr

REIMBURSABLES SCHEDULE
(Effective 1/1/25 to 6/30/26)

DESCRIPTION RATE
Mileage $0.68/mile
Travel Subsistence Actual Cost + 10%
Postage Actual Cost + 10%
Reproduction Actual Cost + 10%
Subconsultant Actual Cost + 10%
Work requiring an accelerated schedule is subject to a 25% labor surcharge. Peters Engineering Group will furnish monthly billing for work performed in accordance with previously authorized fees and the above fee schedule. Payments shall be due upon presentation and no later than 30 days from the date of original invoice. Finance charges will apply to unpaid balances. 55 SCOPE AND FEE

PETERS ENGINEERING
Signal Design

56 Exhibit “A”

SCOPE OF SERVICES
Traffic Signal Design Services
Intersection of Goshen Avenue and Chinowth Street
Visalia, California

INTRODUCTION
Peters Engineering Group (Consultant) will provide TRC (Client) with engineering services for the project as described herein. Specifically, Consultant will prepare designs plans for traffic signals at the intersection of Goshen Avenue and Chinowth Street in Visalia, California.

PROJECT UNDERSTANDING
The City of Visalia is considering extending Chinowth Street north of Goshen Avenue, with a new at -grade railroad crossing. It is assumed that the new traffic signals would require a pre-signal and a substantial amount of interaction with the San Joaquin Valley Railroad (SJVR) and Union Pacific Railroad (UPRR).

The traffic signal plans are expected to include a pre -signal to control southbound traffic north of the railroad tracks, railroad preemption cable, emergency vehicle pr eemption equipment, a battery backup system, video detection, LED traffic signal indications, pole schedules, conduit schedule, interconnect conduit layout, phasing diagram, utilities (overhead and underground), pedestrian ramps, curb returns, audible pedestrian push buttons, construction notes, general notes, and all details necessary for construction.

WORK TASKS
The Consultant will provide the following work tasks:

Task 1 Preliminary Engineering
Consultant will attend a meeting (or participate in a telephone conversation) with the Client’s representative and City of Visalia staff to determine the applicable design standards and other details applicable to the project. Client will provide base mapping indicating relevant existing features, new construction (including but not limited to curb and gutter, sidewalks, and paving), ultimate configuration, and right -of-way within the intersection and on each leg of the intersection as appropriate and as required by the City of Visalia for installation of the traffic signals.

Task 2 Site Visit
Consultant will visit the site and observe the existing conditions.

Task 3 Preliminary Traffic Signal Plans (30%, 60%, and 90% Submittals) The design will be based on surveys and intersection improvement plans (including improvements to be constructed by other projects) provided by the Client in AutoCAD format. Consultant will prepare preliminary traffic signal plans and submit them to the Client. Client will be responsible for preparation of civil improvement plans for improvements such as roadways, striping, curb and gutter, curb returns, relocation of utilities, etc.
57 Upon receipt of comments on each previous submittal, Consultant will prepare plans, technical specifications, and an opinion of the probable cost of construction for the traffic signal modification. A tracking spreadsheet will be maintained to identify each review comment and the manner in which the comment was addressed. Consultant will be available to attend one on-line meeting for each submittal to discuss comments and responses.

Task 4 Railroad Coordination
Consultant will be available to coordinate with representatives of the railroad. It is expected that up to three submittals to the railroad will be required. It is anticipated that Consultant will coordinate with the Client in the preparation of railroad preemption timing forms (such as the Texas DOT preemption timing forms).

Upon receipt of comments on each previous submittal, Consultant will prepare plans, technical specifications, and an opinion of the probable cost of construction for the traffic signal modification. A tracking spreadsheet will be maintained to identify each review comment and the manner in which the comment was addressed. Consultant will be available to attend one on-line meeting for each submittal to discuss comments and responses.

Design of railroad facilities (including, but not limited to, gates, flashing lights, crossbucks, and concrete panels) are not included in the proposed scope of work.

Task 5 Construction Documents
Consultant will prepare final construction plans and opinion of probable construction cost for the traffic signal facilities. One set of reproducible plans and specifications will be submitted to the Client.

CLIENT’S DUTIES AND REPONSIBILITIES
The Client shall:
a) Provide all criteria and full information concerning Client’s requirements for the project. b) Provide Consultant with a base map showing existing site topography , the proposed civil improvements (including existing and proposed right of way) , improvements to be constructed by other projects, and the ultimate intersection configuration ( including ultimate right-of-way).
c) Apply for and obtain all approvals and permits from all governmental agencies having jurisdiction over the project, and such approvals from other entities as may be necessary for the project, with the assistance from the Consultant or as additionally authorized.

Client shall pay all fees and charges associated with securing permits and approvals not previously described.
d) Give prompt notice to Consultant whenever Client observes or otherwise becomes aware of any development that affects the scope or timing of Consultant’s services. e) At Client’s discretion, authorize and direct Consultant to provide necessary Additional Services.

ADDITIONAL SERVICES
The Client may, at its sole discretion, request that Consultant perform Additional Services.

Both parties, prior to proceeding with these services, shall execute a written amendment to 58 the agreement. Changes in the project base mapping and geometrics after completion of the preliminary design drawings may require additional services.

Traffic counts, traffic studies, phasing determination, signal timing plans, ITS conduit plans, fiber optic cable plans, street lighting plans, civil design plans, striping plans, utility coordination, bidding phase services, and construction phase services are excluded from the scope of services and would be considered Additional Services. Traffic signal design services for other intersections, such as the intersection of Mooney Boulevard and Houston Avenue, are not included in this scope of work and would be considered as Additional Services.

RIGHT TO RELY
Consistent with the professional standard of care, Consultant shall be entitled to rely upon the accuracy of data and information provided by the Client or others without independent review or evaluation unless specifically required in the Scope of Services.

COMPENSATION
Consultant’s fee for the services described herein shall be a lump sum of $42,500.00.

Compensation for Additional Services shall be in accordance with the attached Hourly Rate Schedule (Exhibit “B”).

SCHEDULE
Consultant will provide preliminary design plans within approximately eight to 10 weeks of receipt of written authorization and receipt of drawings suitable for use as base maps.

Consultant will provide revised plans within approximately three weeks of receipt of City review comments. This schedule does not include delays incurred as a result of circumstances out of the Consultant’s control . Construction bid documents will be provided within approximately one week of City of Visalia approval of the preliminary plans. 59 Exhibit “B”

HOURLY RATE SCHEDULE
(Effective 1/1/25 to 6/30/26)

CLASSIFICATION RATE
Principal Civil Engineer $240/hr
Senior Civil Engineer $220/hr
Civil Engineer $195/hr
Land Surveyor $185/hr
Staff Engineer $170/hr
Draftsperson/Technician/Inspector $150/hr
Clerical $100/hr
Litigation Support $500/hr

REIMBURSABLES SCHEDULE
(Effective 1/1/25 to 6/30/26)

DESCRIPTION RATE
Mileage $0.68/mile
Travel Subsistence Actual Cost + 10%
Postage Actual Cost + 10%
Reproduction Actual Cost + 10%
Subconsultant Actual Cost + 10%
Work requiring an accelerated schedule is subject to a 25% labor surcharge. Peters Engineering Group will furnish monthly billing for work performed in accordance with previously authorized fees and the above fee schedule. Payments shall be due upon presentation and no later than 30 days from the date of original invoice. Finance charges will apply to unpaid balances. 60 SCOPE AND FEE
UNICO
Land Surveying

61 www.unicoengineering.com

City of Visalia
NW Quadrant Railroad Crossings Project

Project Understanding
Thank you for the opportunity to provide this propo sal for Land Surveying services for the City of Vis alia NW Quadrant Railroad Crossings Project. UNICO Engineering understands the City of Visalia (City) wishes to construct a new railroad at grade crossing at the intersection of Chinowth Street and Goshen Avenue.

In support of design and future construction, UNICO understands the project requires Land Surveying services. More specifically, UNICO understands topographic surveying and base mapping, along with right of way mapping is necessary.

Land Surveying will include research, horizontal and vertical control, along with topographic surveying and mapping. UNICO will coordinate with the City and UP RR to attain the necessary permitting and documentation required for this project. UNICO will also coordinate with client to provide survey stat us updates and schedule.

Scope of Work and Approach
UNICO will provide the following services necessary to complete its portion of the project.

Surveys and Mapping
Topographic Surveying and Base Mapping – By means of conventional survey methods, UNICO wil l perform a design level (non-aerial) strip topographic survey along the project alignment. The general limits are centered at the proposed at grade crossing and will extend northerly along Chinowth Street to Houston Avenue and will extend 300 feet easterly and westerly along Goshen Avenue and approximately 600 feet southerly along Chinowth Street to just be yond the intersection of West Douglas Avenue from the proposed at grade crossing. The width of the strip will cover the full roadway and 15 feet beyond the existing right of way on each side of the road wher e accessible. Items to locate will include street improvements, sidewalks, curbs, gutters, medians, striping, asphalt grade breaks, driveways and full detail at curb ramps for ADA upgrade and compliance. UNICO will also locate drainage, utilities, valves, boxe s, vaults, manholes, inlets, monuments and wells, ligh t poles, utility poles, signals, trees, large bushe s, fences, walls and other visible features within the survey limits. Cross-sections will be located at 2 5’ intervals or closer, including all curve points, gr ade breaks and change in directions. UNICO will loc ate UPRR features such as tracks, ballasts, signals, sw itches, concrete pads and other features 300 feet westerly and 300 feet easterly from the proposed at grade crossing. For safety purposes and to expedite time and reduce additional permits and fees, UNICO will locate all UPRR features by means of 3D terrestrial scanner. Scanner total station will be set up outside of the UPRR right of way. Precise 62 www.unicoengineering.com

measurements to all features will be made without p hysically occupying the track corridor right of way .

Measure downs to relevant sewer and drain structures will be performed to include depth, approximate size and flow direction. UNICO will map all topogra phic features in AutoCAD format to include full mapping, 1’ contours and 3D surface. UNICO will pro vide a best available orthorectified image of the project corridor as a design visual aid from public resources.

UNICO will set durable control points to be preserved for utilization of surveys and for future construction control. UNICO will base its survey on approved City of Visalia Horizontal and Vertical Datum. UNICO will prepare a survey control report of all control, benchmarks and monuments used for the project.

Deliverables:
 AutoCAD base file
 Point Files
 Survey Control Report

Right of Way Surveying and Base Mapping - UNICO will research record mapping, deeds and othe r recorded information to map the existing right of w ay along the project corridor. UNICO field crews wi ll search and tie existing property monuments such as monument wells, iron pipes, spikes, pins and other record boundary markers. UNICO will resolve right of way from record information and field surveys and provide an AutoCAD based right of way drawing. It i s expected that title reports will not be a part of the research. In the event existing right of way resear ch requires the need for additional information and clarity, title reports may be requested from the City.

All visible survey monuments and monument wells will be surveyed and mapped into the AutoCAD based survey as part of future Monument Preservation or Perpetuation activities in accordance with Section 8771 of the Professional Land Surveyors Act in the Business and Professionals Code of the State of California. State law requires that survey monuments in roadways that may be compromised by construction be preserved and/or re-set.

Deliverables:
 AutoCAD base file
 Maps and Right of Way Documents

(Optional) Plats and Legal Description - In the event additional right of way is needed, UNICO will prepare plats, legal descriptions and closure calculations for acquisition. The exact number and location will be better understood during design. For this proposal, UNICO will assume one (1) plat and legal descripti on will be prepared. UNICO will prepare preliminary pl ats and legal description for agency review. Upon approval, UNICO will prepare final signed and stamped pdf plat and legal description. UNICO will request City or design team provide a current title report for any property requiring acquisition.

Deliverables:
 Plat and Legal Description (1)
63 www.unicoengineering.com

64 80 Blue Ravine Rd – Suite 250
Folsom, CA 95630
916-900-6623
Rob Markes
Survey Manager
Richard Maddock, PLS
Senior Land Surveyor
Ryan Ming, PLS
Senior Land Surveyor
Adam Bishop, PLS
Senior Land Surveyor
Todd Jordan, PLS
Land Surveyor
Roy Porter, LSIT
Land Surveyor
Terrance Ranney
Drone Pilot
Staff
Party Chief
Staff
Rodman
Staff
Survey Technician/Drafter

92.40 $ 74.52 $ 74.80 $ 72.00 $ 56.00 $ 42.00 $ 66.00 $ 86.02 $ 78.55 $ 33.50 $ Billing Rate 254.05 $ 204.89 $ 205.66 $ 197.96 $ 153.97 $ 115.48 $ 181.46 $ 236.51 $ 215.97 $ 92.11 $ Task # Task Description Direct Labor
Costs
Overhead
149.95% Fee Total
Topographic Surveying and Mapping 4 8 36 36 40 8,082.12 $ 12,119.14 $ 2,020.13 $ 22,221.38 $ Right of Way Mapping 2 16 24 8 8 3,706.16 $ 5,557.39 $ 926.35 $ 10,189.90 $ Plats and Legal Descriptions (Optional) 1 4 3 517.60 $ 776.14 $ 129.37 $ 1,423.12 $ 7 0 20 0 8 27 0 44 44 40 33,834.40 $
Qty Amt Total
10 211.00 $ 2,110.00 $
- $
2,110.00 $
Total 35,944.40 $
Per Diem
Other Direct Costs
Tasks Subtotal
Title Reports
City of Visalia
NW Quadrant Railroad Crossing Project
Tasks Subtotal
Direct Labor Rate
Overhead Rate
Fee
Total Hours
Hours
149.95%
10% TOTALS
8/14/2025
65 SCOPE AND FEE
BSK
Geotechnical Engineering

66 691 N. Laverne Avenue, Suite 101
Fresno, CA 9 3727
P 559.497.2880
w w w .b ska s so c ia te s.c o m

Environmental, Geotechnical, Construction Services, Analytical Testing - An Employee-Owned Company

Sent via email: [email protected]

August 15, 2025 BSK Proposal G25000770

Ms. Terry Maechler
TRC
10680 White Rock Road, Suite 100
Rancho Cordova, California 95670

SUBJECT: Proposal for Geotechnical Engineering Investigation and Environmental Soil Sampling Proposed New Railroad At-Grade Crossing
N Chinowth Street and W Goshen Avenue
Visalia, California

Dear Ms. Maechler:

At your request, BSK Associates is pleased to s ubmit this proposal for the preparation of a Geotechnical Engineering Investigation Report and to perform Environmental Soil Sampling for the proposed roadway improvements and at -grade railroad crossing at W Goshen Avenue and N Chinowth Street, Visalia , California. Our current understanding of the project, scope of services, schedules, fees and references for our services are provided below. We understand the project will be subject to prevailing wage s as determined by California Director of Industrial Relations (DIR).

PROJECT UNDERSTANDING AND BACKGROUND
Based on email correspondence with you on June 10 , 2025 , BSK understands that the project will include improvements as part of a new at -grade crossing at Chinowth and the railroad tracks between Houston and Goshen Avenues. Improvements are anticipated to include the extension and rehabilitation of Chinowth Street between W Douglas Avenue and Houston Avenue, new traffic signals and crossing arms at W Goshen Avenue and Chinowth Street, and new turn lanes and pavement improvements at the project site. We understand that no additional lanes are planned . The total length of the project is approximately 1,330 feet.

SCOPE OF SERVICES
The objective of the geotechnical investigation is to assess soil conditions and to provide geotechnical engineering recommendations for the use by the project designers in preparation of the plans and specifications for the project. Additionally, the objective of the environmental soil sampling is to assess soil conditions for contamination related to aerially deposited lead (ADL) and railroad impacts. Based upon the above project understanding, BSK proposes the following scope of services, which will 67 Proposal for Geotechnical Engineering Investigation and Environmental Soil Sampling BSK Proposal G25000770 Proposed New Railroad At-Grade Crossing August 15, 2025 Visalia, California Page 2

generally include a field exploration, laboratory testing program, engineering analyses, and report preparation.

BSK will be providing geotechnical services and limited environmental soil sampling. Construction field observations, inspections and testing may be provided at a later time, but is not included in our scope of work.

Geotechnical Field Exploration
Our proposed geotechnical drilling program will include a total of seven (7) borings to depths of between 5 and 20 feet beneath the existing ground surface (bgs) or until auger refusal. Borings will be backfilled with soil cuttings and/or gravel, and capped with high quality cold patch (such as PermaPatch, or concrete tinted black), where borings extend through existing asphalt . Borings are anticipated to be within the existing roadways or unpaved shoulders . We will also utilize a dynamic cone penetrometer (DCP) apparatus to determine in-situ soil strength for pavement design, if the site conditions permit.

Test borings will be drilled using a truck mounted drill rig or hand auger equipment . The sampling of bulk soil specimens for purposes of laboratory testing, and visually classifying soils exposed during the drilling process will be provided by a BSK Geologist or Engineer.

In order for BSK to complete the field investigation as described above, the project site must be readily accessible to a truck mounted drill rig . Access limitations due to existing improvements may result in time delays and/or additional charges.

An arrangement to identify underground utilities is necessary prior to our field exploration. Prior to commencement of drilling operations, a BSK representative will visit the site to mark the test boring locations, evaluate site accessibility, and contact Underground Service Alert (USA) to determine if any of the test borings may conflict with underground utilities. BSK will not be responsible for damage to underground utilities or other installations unless they are accurately marked on the ground surface and on plans made available to us prior to beginning of field operations. BSK will subcontract a private utility locator. Additional fees for the private utility locator are included in our fee schedule below.

BSK assumes that encroachment permits with the City of Visalia will be required , and fees will be waived. We assume that access to and permission to drill within the railroad right of way will be provided at no additional cost to or effort by BSK. Prior to sampling, BSK will be provided a copy of the railroad access agreement from the City of Visalia. No other permits are anticipated to be required.

Traffic control is anticipated to be required. Borings will be drilled within the shoulder where possible. 68 Proposal for Geotechnical Engineering Investigation and Environmental Soil Sampling BSK Proposal G25000770 Proposed New Railroad At-Grade Crossing August 15, 2025 Visalia, California Page 3

Laboratory Testing
The laboratory testing program will incorporate physical and chemical tests to evaluate the moisture content, density, shear strength, collapse/expansion potential, corrosion potential, and R-value of the site soils.

Geotechnical Analysis and Report Preparation
Based on the results of the field exploration and laboratory testing program, engineering analyses will be performed to evaluate site conditions and develop recommendations for site preparation procedures and engineering parameters for the proposed construction. Specifically, the report will incorporate the following items:

• Vicinity Map
• Site Plan with boring locations
• Description of Site Surface and Subsurface Conditions including existing pavement thickness • Soil Boring Logs
• Summary of Field and Laboratory Tests
• Corrosion characteristics of on-site soils
• Seismic design criteria based on the 2022 CBC and Caltrans Seismic Design Criteria • Shallow, Mat, and pole footing recommendations
• Recommendations for site preparation, earthwork, and foundation subgrade • Requirements for imported fill materials
• Cut and fill recommendations
• Subgrade modulus for pavement design
• Excavation stability including temporary excavation and temporary protection, such as excavation sheeting, underpinning, and temporary dewatering systems • Recommendations for site drainage
• Recommendations for construction observations and testing • Conventional pavement recommendations

The geotechnical report will be prepared under the supervision of, and signed by, a California Licensed Geotechnical Engineer.

69 Proposal for Geotechnical Engineering Investigation and Environmental Soil Sampling BSK Proposal G25000770 Proposed New Railroad At-Grade Crossing August 15, 2025 Visalia, California Page 4

Environmental Soil Sampling and Analysis
Soil Samples - Aerially Deposited Lead
Eleven (11) hand auger borings in total will be advanced in non -paved areas of the Site in the areas of removal/grading and surface disturbance. Four (4) borings will be located on the west side of Chinowth Road, and four (4) borings will be located on the east side of Chinowth Road. One (1) boring will be located at the northeast corner of the railroad easement and Chinowth Road. Two (2) borings will be located south of the railroad along the north side of W. Goshen Ave. BSK assumes no concrete or asphalt cutting will be required. If concrete or asphalt cutting is required, additional time, materials, and fees will be necessary.

Three (3) soil samples will be collected from each boring at approximate depths of 0.0’ to 0.5’, 1.0’ to

1.5’, and 2.0’ to 2.5’ below ground surface (bgs) for a total of 33 soil samples.

Soil samples will be analyzed for:
• Total lead (EPA Method 6020)
• pH (EPA Method 9040B/Caltrans Method 643).

Soil Samples – Pesticides, Herbicides, and Railroad Impacts Two (2) hand auger borings in total will be advanced near the track ballast of the railroad tracks. BSK assumes no concrete or asphalt cutting will be required. If concrete or asphalt cutting is required, additional time, materials, and fees will be necessary.

Three (3) soil samples will be collected from each boring at depths of 0.0’ to 0.5’, 1.0’ to 1.5’, and 2.0’ to 2.5’ bgs for a total of 6 soil samples.

Soil samples will be analyzed for:
• Total Petroleum Hydrocarbons (TPH) as referenced to Diesel and Motor Oil with Silica Gel Cleanup (EPA Method 8015)
• CAM-17 Metals with STLC and TCLP Decision (EPA Methods 6010 and 7471) • Creosote (EPA Method 8270)
• Organochlorine pesticides (EPA Method 8081) (0’ to 0.5’ samples only) • Chlorinated Herbicides (EPA Method 8151) (0’ to 0.5’ samples only) Chemical analyses will be performed on a standard, 10 -business day turnaround time (TAT). If a more accelerated analysis TAT is required and can be accommodated by the Laboratory, an additional cost will be incurred. An additional two weeks of analysis based on a standard TAT may be required if soluble (WET and/or Toxicity Characteristic Leaching Procedure (TCLP)) testing is necessary (results exceed 10 times the Soluble Threshold Limit Concentrations (STLC) per 22CCR66261.24 or if the results exceed 20 times the TCLP per 40CFR261.24). Please note due to methodology, WET and/or TCLP testing cannot be performed on a RUSH turnaround. The fee for TCLP/WET testing (if required) is included in this proposal but may not be required pending results of the chemical analysis. BSK assumes that 1/3rd (11) of the soil 70 Proposal for Geotechnical Engineering Investigation and Environmental Soil Sampling BSK Proposal G25000770 Proposed New Railroad At-Grade Crossing August 15, 2025 Visalia, California Page 5

samples for lead will require TCLP/STLC testing. If additional TCLP/STLC testing is required, additional time and material charges will be required. Chemical analyses will be performed by BSK Analytical Laboratories, a DHS and CELAP certified analytical laboratory.

During sampling, a spotter will be present. Soil samples will be collected using the hand auger and transferred to a laboratory grade clean glass jar. The samples will be labeled, placed in a chilled ice chest, and transported to BSK Analytical Laboratories for chemical analyses. Borings will be backfilled with auger returns. The field activities will be conducted under the direction of a Professional Engineer and/or Geologist registered in the State of California.

At each sample location, sampling equipment will be cleaned in a solution of laboratory -grade detergent, rinsed with potable water, followed by a distilled or deionized water rinse prior to each use to minimize the potential for cross -contamination among samples. Rinseate will not be contained and will be discharged to the ground surface within the Site area.

Environmental Soil Sampling Reporting
Following receipt of analytical results , BSK will prepare a letter -style Report of Findings (Report). The Report will contain a Site vicinity map, Site plan indicating sampling locations, tabulated analytical data, comparison to applicable regulatory screening levels, and BSK’s conclusions regarding the soil sampling results. Recommendations for whether the soil requires special disposal will be included in the Report .

The report will be prepared under the supervision of, and signed and stamped by, a California Licensed Geologist or Engineer.

SCHEDULE
We anticipate mobilizing for our field work within two (2) weeks of receiving notice to proceed, pending site access, weather conditions and availability. We anticipate that field work will be completed within two (2) working day s and our laboratory testing program to be completed within three (3) week s following completion of our field work. Our written reports will be submitted within two (2) week s following the completion of our laboratory testing program. 71 Proposal for Geotechnical Engineering Investigation and Environmental Soil Sampling BSK Proposal G25000770 Proposed New Railroad At-Grade Crossing August 15, 2025 Visalia, California Page 6

FEES
BSK proposes to complete the above scope of services for a time and materials estimated fee of $43,100. Our fee will be invoiced monthly based on the percentage of work completed. For the scope of services outlined in this proposal, our fee, approximately broken down by task, will be as follows:

Estimated Fee
Geotechnical Engineering Investigation
Site Reconnaissance, Private Utility Marking, Permit Preparation $ 4,300 Field Exploration – Drilling/Sampling, Traffic Control $13,800 Laboratory Testing (includes two R-Value Tests) $ 3,000 Engineering Analysis and Report Preparation $ 3,800
Estimated Fee (Geotechnical Services) $ 24,900
Optional: Plan Review $ 1,200
Environmental Soil Sampling and Analysis
Environmental Soil Sampling $ 6,400.

Environmental Soil Analysis $ 8,000.

Environmental Soil Sampling Report Preparation $ 3,800.

Estimated Fee (Environmental Services) $18,200.

Our fee applies to work commenced within 60 days of this proposal. The fees presented in this proposal are based on prompt payment for services presented in our standard invoicing format. Additional charges will be applied for specializing invoicing if backup documentation is needed. These special services will be charged on a time and expenses basis. Late fees will be charged if payment is not received in accordance with terms contained in our contract.

PROPOSAL ASSUMPTIONS
A detailed cost estimate for performing the required testing and inspection services during construction will be provided after the project plans and specifications are completed. This proposal and cost estimate were prepared based on the following assumptions:

• The Owner will provide BSK Associates, prior to mobilization, legal right of entry to the site (and other areas if required) to conduct the scope of services • The Owner will notify BSK Associates, prior to mobilization, of any restrictions, special site access requirements, or known potentially hazardous conditions at the site ( e.g., hazardous materials or processes, specialized protective equipment requirements, unsound structural conditions, etc.).
• Work can be performed during normal business hours (Monday through Friday, 7:00am to 7:00pm).
• Excess soil cuttings generated during our field exploration can be left onsite at an area selected by the Owner or one of its representatives.
72 Proposal for Geotechnical Engineering Investigation and Environmental Soil Sampling BSK Proposal G25000770 Proposed New Railroad At-Grade Crossing August 15, 2025 Visalia, California Page 7

• Prevailing wages apply. DIR Project ID will be provided prior to start of work. • Project meetings/conference calls, plan reviews , response to Agency review comments and construction services are not included in our estimate, but can be provided on request on a “time and materials” basis.
• BSK will retain soil samples for a maximum of sixty (60) days. • Due to sample hold times, environmental sampling cannot reasonably be performed on a Friday or the day before any holiday.
• The fee for TCLP/STLC testing (if required) is included in this proposal but may not be required pending results of the chemical analysis. If TCLP/STLC testing is required, additional time and material charges will be required.
• Paint stripe sampling is not included in the above scope of services. • The City will be the “Generator” of all wastes. BSK Associates, its owners, employees, agents, etc. assume no responsibilities as the “Generator” of the wastes. • The City of Visalia will provide a copy of the Railroad access agreement prior to commencing field work.
• Chemical analyses will be performed on a standard, 10 -business day turnaround time (TAT). If a more accelerated analysis is required, an additional cost will be incurred. An additional two weeks of analysis based on a standard TAT may be required if soluble (WET and/or Toxicity Characteristic Leaching Procedure (TCLP)) testing is necessary (results exceed 10 times the Soluble Threshold Limit Concentrations (STLC) per 22CCR66261.24 or if the results exceed 20 times the TCLP per 40CFR261.24). Please note, WET and/or TCLP testing cannot be performed on a RUSH turnaround. Chemical analyses will be performed by BSK Analytical Laboratories, a DHS and CELAP certified analytical laboratory.
• BSK is an environmental consulting firm with professionals such as engineers, geologists, hydrogeologists and others that are licensed by the State of California. BSK does not provide legal counsel services. Please consult legal counsel experienced in California environmental law.

BSK can interact with your legal counsel at an additional charge at your request.

Please contact us immediately if you are aware of any inaccuracies in these assumptions and conditions, so we may revise the proposal or fee.

AUTHORIZATION
We understand that if this proposal is acceptable to the Client, an agreement for Professional Services will be sent to BSK and this proposal will be incorporated as an exhibit. Please note, if changes occur in the design of this project, BSK must be notified in writing and given an opportunity to revise our scope of work, if necessary.

LIMITATIONS
The services provided by BSK Associates will be performed in accordance with generally accepted practices by reputable geotechnical engineers and geologists practicing in the project localities at this time using the degree of care ordinarily exercised under similar circumstances. No other warranty, 73 Proposal for Geotechnical Engineering Investigation and Environmental Soil Sampling BSK Proposal G25000770 Proposed New Railroad At-Grade Crossing August 15, 2025 Visalia, California Page 8

expressed or implied, is made as to the professional opinions or recommendations provided under the terms of this agreement and included in this proposal.

CLOSING
BSK appreciates the opportunity to submit this proposal to you, and we look forward to working with you on this project. Please contact us at 559 -497-2880 extension 5 16, or at [email protected] if you have questions.

Respectfully submitted,
BSK Associates

Tolleman Gorham, PE Neva M. Popenoe, PE, GE
Project Engineer I Fresno Branch Manager
CE 96089 GE 3024

Kevin Grove
Managing Principal – Environmental Services
74 ATTACHMENT D

SCOPE AND FEE

BESS ENGINEERING
Potholing

75 Date: June 12, 2025
Customer: TRC Companies
Site: Visalia, Ca
Ref. No.:

Requestor: Justina Conklin
Email: [email protected]
Code Service Description Qty Unit Unit Price Sub-Total
PM-100 Project Manager 2 HR 200.00 400.00$
PM-101 Project Coordination 2 HR 150.00 300.00$
P-124 Utility Field Foreman 16 HR 195.00 3,120.00$
P-109 2 Man- Potholing Hydro 2 DAY 3,681.00 7,362.00$
P-120 POTHOLING - Mobilization 4 HR 340.00 1,360.00$
P-103 2 Person Surface Restoration /Backfill 2 DAY 2,970.00 5,940.00$ MOB 2 Person Surface Restoration /Backfill - Mobilization 4 HR 114.00 456.00$ P-132 Special Backfill Material (Class II AB) 10 EA 140.00 1,400.00$ P-131 Special Surface Restoration (Hot Patch, T-Cut, etc.) 5 EA 125.00 625.00$ P-129 Special Surface Restoration (Concrete Flag) 5 EA 495.00 2,475.00$ T-107 2 Person Traffic Control w/ arrow truck 4 DAY 2,403.00 9,612.00$ MOB 2 Person Traffic Control w/ arrow truck - Mobilization 4 HR 114.00 456.00$ P-116 Permit Fee City of Visalia (Allowance+10%) 1 EA 3,500.00 3,500.00$ P-116 UPR Railroad Permit Fee (Allowance+10%) if needed 1 EA 7,500.00 7,500.00$ UPR Flagger UPR Flagger (If needed) 2 DAY 1,500.00 3,000.00$ T-110 Traffic Contorl Plans - Standard 2 SHEET 400.00 800.00$ P-117 POTHOLING - Disposal Fee 2 EA 1,100.00 2,200.00$
P-115 POTHOLING - Report 2 HR 110.00 220.00$
MOB 1 Person Utility Designation W/GPR& EM Pipe Locator - Mobilization 2 HR 114.00 228.00$ L-100 1 Person Utility Designation W/GPR& EM Pipe Locator 10 HR 195.00 1,950.00$ TOTAL
Standard
Quote No.:

City:

County:

Phone No.:

Fee Rate:

AD-06-12-2025-1
Visalia
Tulare
916-508-1506
Project Description:

Rates and Reimbursable Expenses:
• Overtime applies after 8 hours of work and weekends.
• Hourly rates are portal to portal from our nearest office with in 50 miles. Travel rates apply over 50 miles • Lodging and meals, when necessary, will be charged at cost plus 10%, unless specified otherwise. • Hourly rates apply to day shift (typical BESS day shift hours are 7:00 AM to 4:30 PM).

Schedule & coordinate USA markings. Bess to perform 10 potholes. Bess to provide their own traffic control,surface removal,backfill and surface restoration per city standards. Bess to provide pothole report in PDF Format. Assumptions: Class II AB Backfill and 8 hour work day. Project is subject to Certified Payroll and Prevailing Wage.
• Prevailing wage and night rates will apply when necessary. • Mileage expenses, if applicable, shall not exceed the rate established by the IRS for the current year. 52,904.00$
Hayward (Corporate) | Fresno | Los Angeles | T. (408) 988-0101 | F. (408) 988-0103 Utility Locating - Ground Penetrating Radar (GPR) - Electromagnetic Pipe Locators Structural Concrete Scanning - Potholing Vacuum Excavation - CCTV Pipe Inspection Mobile LiDAR Scanning - 3D Scanning - 3D Utility Mapping - www.besstestlab.com 76 (Print or Type Name)
Title:
(Signature) (Date)
(Print or Type Title)
I, the undersigned, have read, reviewed and accept the attached proposal, including attachments, and authorize Bess Testlab, Inc. to proceed with the work described above as witnessed and attested by my signature below.

By:
• Outside reproductions, shipping, services and consultants will be charged at cost plus 10%. • CDF, Slurry, asphalt, concrete, class II bed rock, certified traffic control plans, core bits & saw blades, other materials/supplies will be charged at cost plus 10%.
• Cost of normal field supplies are included in the hourly rates. 77 BESS TESTLAB, INC. STANDARD AGREEMENT

PROVISIONS AND CONDITIONS
I. D
ESCRIPTION OF SERVICES:

A. BASIC SERVICES. This contract provides for the performance of services referred to herein as Basic Services. The requireme nts for performance of said services are limited to those services explicitly stated in this Agreement for Utility Potholing and/or Locating Services.

B. ADDITIONAL SERVICES. Any services which may be required after the commencement of the Project and that are not covered in t he Agreement, shall be in addition to the Basic Services. Any Additional Services shall qualify for additional compensation at current rates.

Any services needed to modify specifications or plans, originally produced as specified in the Contract Documents, in order to bring the construction cost within any limitation established by Client (based on bonafide bid prices) will be considered Additional Services and paid for as such by Client.

C. ADDITIONAL WORK AUTHORIZED IN WRITING. The requirements of the Contract Documents may be supplemented, and minor variations and deviations in the Work may be authorized, in one or more of the following ways:

1. Field Order approved in writing by both parties;

2. Drawing or sample approved in writing by both parties.

3. Issuance of written interpretation of clarification approved in writing by both parties.

D. EXCLUSIONS. Unless specifically included in the Basic Services or authorized as Additional Services, the following items ar e not included:

1. Any work associated with sewage treatment facilities. 7. Any work associated with a Development of Regional

2. Any work associated with water treat ment facilities. Impact study.

3. Any work associated with archaeological, biological, 8. Topographic and tree survey. ecological or environmental studies. 9. Architectural services.

4. Redesign due to changes imposed upon us by Client 10. Soils investigation and testing. or which may be required in the event additional laws, 11. Dredge and fill permits. regulations or policies and promulgated by governmental 12. Restaking. agencies subsequent to the date of this Agreement. 13. Rezoning and/or land use plan amendment.

5. Preparation of landscape and irrigation plans. 14. All permit fees, filing fees, search fees, prints or other

6. Any requested changes after design is complete or out-of-pocket expenses. partially complete. 15. Participation in any litigation.

NOTE: These items can be provided and will result in additional compensation to Bess Testlab, Inc. if authorized by the Client.

II. STANDARD PROVISIONS:

A. PROPOSAL EXPIRATION DATE. This proposal will remain valid for a period of ninety (90) days (unless otherwise stated) from t he date of this Agreement. The rates and prices quoted on the Project are firm for a period not to exceed one (1) year. Any work required to be performed aft er that date may have costs adjusted to reflect the prevailing rates at that period of time.

B. INSURANCE REQUIRED. The Bess Testlab, Inc. shall carry, at all times, and on all operations hereunder, Workers ’ Compensation insurance and general and automobile liability insurance.

C. LIMITATIONS OF RESPONSIBILITY.

1. Neither Bess Testlab, Inc. authority to act under this Agreement of elsewhere in the Contract Documents or any decisions mad e by Bess Testlab, Inc. in good faith either to exercise or not exercise such authority shall give rise to any duty or responsibility of Bess Testlab, Inc. to any Contractor, and Subcontractor, and supplier, or any other person or organization performing any of the Work, or any surety for any of them.

2. Whenever in the Contract Documents the terms as ordered, as directed, as required, as allowed, as approved, or terms of like effect or import are used, or the adjectives reasonable, suitable, acceptable, proper, or satisfactory, or adjectives of like effect or import are used to describe a requirement, direction, review, or judgment of Bess Testlab, Inc. as to the Work, it is intended that such requirement, direction, review, or judgment will be solely to evaluate the Work for general compliance with the Contract Documents (unless there is a specific statement indicating otherwise). The use of any such term or adjective shall not be effective to assign to Bess Testlab, Inc. any duty or authority to supervise or direct the furnishing or performance of the Work or any duty or authority to undertake responsibility contrary to the provisions in previous paragraphs.

3. Bess Testlab, Inc. will not be responsible for Contractor ’s means, methods, techniques, sequences, or procedures of construction, or the safety precautions and programs incident thereto, and Bess Testlab, Inc. will not be responsible for Contractor ’s failure to perform or finish the Work in accordance with the Contract Documents.

4. Bess Testlab, Inc. will not be responsible for the acts of om issions of Contractor or any Su bcontractor, and Supplier, or of any other person or organization performing or furnishing any of the Work.

5. Payment cannot be withheld for the poor performance of others. Bess Testlab, Inc. is entitled to prompt payment for service s rendered regardless of the quantity or quality of work performance by any other Contractor engaged as part of this Project. Poor performance by others sh all not be the basis for suspension of payment to Bess Testlab, Inc.

6. It is necessary that Bess Testlab, Inc. be advised in writing at an early date or there are budgetary limitations for the ov erall Project Cost or Construction Cost.

Bess Testlab, Inc. will endeavor to work within those limitations. If requested, and Bess Testlab, Inc. is compensated as Addi tional Services, Bess Testlab, Inc. will submit opinions as to the probability of completing construction within the budget and, where appropriate, suggest an adjustment in the budget or a revision in the extent or quality of the Project. The Client hereby acknowledges that estimates of probable construction costs cannot be guaranteed, and such estimates are not to be construed as a promise to design facilities within a cost limitation. If greater assurance as to probable construction costs is necessary, or if formal estimates are required, an independent cost estimator should be employed.

D. HAZARDOUS SUBSTANCE. It is understood and agreed that in seeking the professional services of Bess Testlab, Inc. under this Agreement, the Client does not request Bess Testlab, Inc. to undertake uninsurable or potentially uninsurable obligations for the Client’s benefit involving or related in any manner to hazardous substances. Therefore, Bess Testlab, Inc. undertakes no such obligation hereunder, and the Client agrees to hold harmless, ind emnify, and defend Bess Testlab, Inc.
from and against any and all claims, losses, damages, liability and costs arising out of or in any way connected with the presence, discharge, release or escape of contaminates or hazar dous substances of any kind, or en vironmental liability of any nature, in any manner related to service s performed by Bess Testlab, Inc. under this Agreement.

E. NOTIFICATION OF DEFECTS. In order to mitigate losses from any claimed deficiency in the service(s) rendered by Bess Testlab , Inc. notification must be promptly given of such claimed deficiencies.

F. TERMINATION OF AGREEMENT.

1. This Agreement may be terminated by either party upon seven (7) days written notice should the other party fail substantiall y to perform in accordance with its terms through no fault of the party initiating the termination.

2. This Agreement may be terminated by the Client upon at least seven (7) days written notice to Bess Testlab, Inc. in the even t that the Project is permanently abandoned.

3. In the event of termination not the fault of Bess Testlab, Inc., Bess Testlab, Inc. shall be compensated for all services (B asic Services and Additional Services) performed to termination date, together with any Reimbursable Expenses then due and Termination Expenses of ten percent (10%) of unbilled fees.

G. RIGHTS. Failure of either party to enforce any of its right hereunder shall not constitute a waiver of such rights, or any other rights hereunder.

H. MISCELLANEOUS PROVISIONS.

1. Bess Testlab, Inc. shall not be liable for failure to perform or for delay in performance of this contract due to fire, floo d, strike, to other labor difficulty, act of any governmental authority, rio t, embargo, car shortage, wrecks or delay in transportation, or any other unavoidable and unfore seeable cause beyond the reasonable control of either party.

2. This Agreement shall be governed by the laws of the State of California.

3. As to all acts or failures to act by either party to this Agreement, any applicable statute of limitations shall commence to run and any alleged cause of action shall be deemed to have occurred in any and all events not later than the relevant Date of Substantial Completion of the Work, and as to any acts or failures to act occurring after the relevant Date of Completion, not later than the Date of Issuance of the Final Certificate for Payment.

4. The Client and Bess Testlab, Inc., respectively, bind themselves, their partners, successors, assigns and legal representati ves to the other party to this Agreement and to the partners, successors, assigns and legal representatives of such party with respect to all covenants of thi s Agreement. Neither Client nor Bess Testlab, Inc. shall assign, sublet or transfer any interest in this Agreement without the written consent of the other.

5. As a part of this Agreement, Bess Testlab, Inc. will be allowed to post an aesthetically pleasing sign of appropriate size and professional appearance on the Project site showing scope of services being provided and identifying the Project.

6. This Agreement represents the entire integrated agreement between the Client and Bess Testlab, Inc. and supercedes all prior negotiations, representations 78 or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both the Client and Bess Testlab, Inc.

III. DOCUMENTATION AND WORK PROJECT:

A. OWNERSHIP OF WORK PROJECT. All original sketches, tracings, drawings, computations, details, design calculations and other documents and plans that result from Bess Testlab, Inc. services under this Agreement are and remain the property of Bess Testlab, Inc. as instruments of service. Where such documents are required to be filed with governmental agencies, Bess Testlab, Inc . will furnish copies to the Client upon request.

B. REUSE OF DOCUMENTS. All documents including dr awings and specifications prepared by Bess Testlab, Inc. pur suant to this A greement are instruments or service in respect to the Project. They are not intended for, or represented to be suitable for, reuse by the Client or to others on extensions of the Project or on any other project. Any reuse without wr itten verification or adaptation by Bess Testlab, Inc. for the specific purposes intended will be at Client’s sole risk and without liability or legal exposure to Bess Testlab, Inc. Client shall indemnify and hold Bess Testlab, Inc. harmless from all claims, damages, losses and expenses including all attorney’s fees, trials or appeals arising out of or resulting from any reuse. Any such verification or adaptation for use on extensions of the Project or any other project will entitle Bess Testlab, Inc. to further compensation at rates to be agreed upon by Client and Bess Testlab, Inc.

IV. AGENCY AND THIRD PARTIES:

A. AGENCY POWER FOR PERMITS, ETC. Bess Testlab, Inc. personnel assigned to the Project are authorized by the Client to serve as his Agent in making application for permits.

B. RELATIONSHIP WITH OTHER CONSULTANTS. Where other consultants are assigned to this Project by the Client, Bess Testlab, Inc. is authorized to work directly with said consultants, as required, to perform the service(s) outlined herein. The Client shall insure that such other consultants will be available to Bess Testlab, Inc. as required.

C. ADDITIONAL CONSULTANTS. Bess Testlab, Inc. shall obtain separate authorization from the Client before obtaining any required subconsultants other than those required to perform the Basic Services and/or Additional Services specifically stated in the Agreement or any amendment thereto.

V. BASIS AND CONDITION OF PAYMENTS:

A. MONTHLY INVOICES. Payments for Basic Services shall be billed on a monthly basis for work performed to date and shall be in proportion to services performed.

Included in this billing shall be any charges for Additional Services and for Reimbursable Expenses as defined in Paragraph B below.

B. REIMBURSABLE EXPENSES. Include ac tual expenditures made by Bess Testlab, Inc. in the interes t of the Project. These expenses m ay include any of the following:

1. Expense of any additional insurance coverage or limits, including professional liability insurance in excess of that normally carried by Bess Testlab, Inc., and Bess Testlab, Inc. consultants;

2. Renderings and models requested by the Client;

3. Expense of overtime work requiring higher than regular rates;

4. Fees paid for securing permits, licenses and other approval of authorities having jurisdiction over the Project;

5. Other out-of-pocket expenses including, but not limited to, P rofessional Associates (whose expertise is required to c omplete the Project), travel expenses (lodging, meals, etc.), job-related mileage, long distance telephone calls, printing, computer time charges, fax charges, etc., the charges for which shall include an administrative charge of fifteen percent (15%).

C. TERMINATION EXPENSES. If the Project is suspended or abandoned in whole or in part for more than three months, Bess Testlab, Inc. shall be compensated for all services performed prior to receipt of written notice from the Client of such sus pension or abandonment, together with Reimbursable Expenses then due and all Termination Expenses as defined in STANDARD PROVISIONS, Paragraph G.3. If the Project is resumed after being suspended for more than three months, Bess Testlab, Inc. compensation shall be equitably adjusted.

D. INTEREST AND COLLECTION COSTS.

1. Late Payments: If Client fails to make any payment due to B ess Testlab, Inc. for services and expenses within ten (10) days after receipt of Bess Testlab, Inc. invoice, the amounts due to Bess Testlab, Inc. shall inc lude a finance charge of 1.5 percent per month, or eighteen percent (18%) per annum, from said 10th day.

2. Should it be necessary to c ollect this account through an attorney, Client agrees to pay all cos ts of collection, including any reasonable attorney’s fees, or fees for trials or appeals.

VI. UTILITY POTHOLING AND LOCATING TECHNICAL STANDARDS:

A. UTILITY POTHOLES. Information obtained by direct exposure of the existing utilities can greatly increase the level of confidence with respect to the location of underground utilities at a particular jobsite. Utility exposure (Utility Pothole) permits three‐dimensional measurements, in relation to the existing surface elevation and surface features, to be taken on utilities for accurate location at each pothole. The overall level of confidence with respect to the location of site utilities can be raised by increasing the number of potholes examined; however, Bess Testlab, Inc. provides no guar antee of the location of utilities on the site other than at the locations where potholes have been performed.

B. UTILITY LOCATING. Utility locating services include the horizontal, above ground detection and marking of underground utilities . Ground Penetrating Methods are used to indicate the presence and surface position of buried utilities. Utility locating information should not be used for construction purposes, or where exact horizontal and vertical measurements are required.

1. The accuracy of utility locating designating and depth of cover readings obtained by utilizing Geophysical and Ground Penetrating Radar equipment and techniques are subject to field and soil conditions beyond our control. Bess Testlab, Inc. will make reasonable efforts to provide comprehensive and correct positional utility marks to the limits obtainable by the instrumentation used and the existing ground conditions; however, Bess Testlab, Inc. provides no guarantee that all existing utilities on a particular site will be properly located using these methods.

C. Utilizing Bess Testlab, Inc. utility locating and/or utility potholing services does not relieve any party from their obligation to contact the utility damage prevention system before digging begins.

D. Utility marks placed on the ground by Bess Testlab, Inc. are not to be used for construction purposes.

E. Electronic Utility Designation is an indirect method of determining the existence and location of subsurface structures. As such, BESS offers this service to its clients without warranty. The information derived from this method SHOULD NEVER be used for design and only as an assessment tool in determining the possibility of underground structure existence.

F. BESS offers this service on a “Best Effort” basis using industry acceptable methods (i.e., electronic pipe and cable locating equipment, Ground Penetrating Radar (GPR), Pipeline Current Mapper (PCM), etc.) to determine the approximate horizontal position of underground structures. The client, as demonstrated by signature below, agrees to hold BESS harmless of any liability through client's use of this information.

G. The client has read and agrees with following key points of this service:

1. Electronic Designation and Clearing CAN NOT identify non-conductive plastic, concrete, clay, non-shielded fiber optic lines or other non-conductive underground substructures even though they may exist in the area that is being investigated. Structures that cannot be located with conventional pipe locator will attempted to be located using GPR.

2. Non-conductive and unobstructed gravity flow lines such as sewer, storm drain, irrigation, etc., will be designated using a Sonde/Pushrod method and only if there is access within 100 ft. of the target/goal area.

3. Adverse site and underground soil conditions may affect GPR instrument readings giving highly inaccurate representations of underground structures.

4. Electronic depths are NEVER documented, but may be field-reported solely at the discretion of field personnel depending upon their evaluation of the subsurface environment. In the event depths are requested and reported they should be considered as an approximation only and not a true representation of actual depths of structure which can only be obtained through potholing and visual verification of structure.

5. Identification of the utility will be limited to those utilities that may be traced to physical structures that are clearly marked with the owner’s identification. Utilities not identifiable by BESS field crews due to lack of utility record information or above ground appurtenances will be marked with PINK paint on the ground surface and annotated as “Unknown” on project deliverables.

6.In order to prevent conflict with official markings done by utility operators or their representatives, all markings will be done in PINK paint. Utilities will be indicated by standard utility abbreviations that will be marked at no more that 50-ft. intervals. Colored dots will be used when confidence is high as to the type of utility detected and full color markings will only be used when located in places other than Public Right-of-Way. 79 ATTACHMENT E

SCOPE AND FEE

BENDER ROSENTHAL INC
Right of Way & Appraisals
80 2825 Watt Avenue, Suite 200 Sacramento, California 95821 | www.benderrosenthal.com | 916.978.4900

N CHINOWTH & W GOSHEN RAILROAD CROSSING

Bender Rosenthal Inc. (BRI) understands that the City of Visalia (City) is seeking to acquire right of way for the N Chinowth Street and W Goshen Project Avenue (P roject). Chinowth Street will be improved from W Goshen Avenue to Houston Avenue, adding a grade cros sing and W Goshen. The project will be constructed primarily in public right of way, aside from the San Joaquin Valley Railroad Company (SJVR) parcel.

SCOPE OF WORK

RIGHT OF WAY MANAGEMENT: Project Management will include budget and cost con trols, scheduling, progress reporting, risk management, quality assurance/quality control and making recommendations on right of way issues. Coordination with the SJVR is critical for this project.

Deliverables: Bi-weekly updates; Attendance at project meetings as required.

RAILROAD COORDINATION SERVICES: BRI will coordinate with the SJVR to obtain the necessary combined license, cost, and maintenance agreements necessary from the public projects department or their designated representative.

Deliverables: Acquisition of a license agreement from the SJVR.

OPTIONAL SERVICES

APPRAISAL SERVICES: This effort requires preparation of an appraisal fo r the portion of crossing being impacted by the project. The appraisal report will be a narrative appraisal report that will be prepared in conformance with and subject to the requirements of the Code of Professional Ethics and the Standards of Professional Practice of the Appraisal Institute.

Deliverables: One (1) electronic Appraisal Report that meets all State and Federal Standards.

PROJECT SCHEDULE
Project Management – Project Duration
Railroad Coordination – Six (6) to Twelve (12) months
(optional) Appraisal Services – Four (4) to Six (6) weeks

FEE PROPOSAL

RIGHT OF WAY TASK HOURS RATE COST
PROJECT MANAGEMENT 8 $196 $1,568
RAILROAD COORDINATION SERVICES 24 $155 $3,720
Subtotal $5,288
Preliminary Title Report $900
Other Direct Costs (Shipping, Notary, etc.) $150
TOTAL FEE $6,338

Appraisal services are not included in the fee. If required, BRI can add an appraisal for $6,000. 81 ATTACHMENT F

ANTICIPATED PLAN SHEET LIST
DISCIPLIN E DESCRIPTION # OF SHEETS
C Typical Sections 4
C Layout @ 20 Scale 6
C Profile 6
C Construction Details 15
C Drainage Plans 4
C Drainage Profiles 4
C Drainage Details 3
C Drainage Quantities 1
C Utility Plans 6
C Detour Plans 2
C Construction Area Sign Sheets 6
C Pavement Delineation/Sign Plan 6
C Pavement Delineation Quantities 1
C Sign Details 2
C Sign Quantities 2
C Summary of Quantities 2

Total 70

Summary by Discipline
C = Civil 70
S = Structural 0
G = Geotechnical 0
TOTAL 70

82 TRC Proposal No.

Sub administration:

Submittal Date:

Basic Optional Basic Optional Basic Optional
$59,900.00 $42,500.00 $0.00 $0.00
$0.00 $34,521.28 $1,423.12 $0.00 $0.00
$0.00 $43,100.00 $1,200.00 $0.00 $0.00
$0.00 $0.00 $52,904.00 $0.00 $0.00
$0.00 $0.00 $12,338.00 $0.00 $0.00
$59,900.00 $0.00 $120,121.28 $67,865.12 $0.00 $0.00
Phase 2 Totals BSK
Bess
Bender Rosenthal
Total $78,854.80
TRC Expenses $1,238.40
Phase 3 Totals (Optional)
TRC Labor (T&M) $77,616.40
Subconsultants $0.00
Total $561,838.60
TRC Labor
$870.80 TRC Expenses
$120,121.28 Subconsultants
$288,022.90
Subconsultant (Optional $67,865.12
TRC Labor (T&M) $68,447.50
TRC Labor(Optional) $16,511.00
Total
2025-17
Unico

0.0%
8/15/2025_rev
Subconsultant Name
Peters Engineering Group

TRC ENGINEERS, INC

DESIGN FEE ESTIMATE WORKSHEET
Subconsultants
Phase 1 Phase 2 Phase 3
Professional Engineering Services for
City of Visalia, Department of Public Works
NW Quadrant RR Study
$111,370.00 TRC Labor
Phase 1 Totals
$59,900.00
TRC Labor (T&M) $41,440.00
$1,174.40
$234,104.40
Subconsultants
TRC Expenses
Total
TRC Labor (Optional) $20,220.00
Fee Spreadsheet NW Quadrant RR Study 8-15-25,Totals with Expenses 8/15/2025 83 Due Date:

Total Total
Hours $
Phase 1 Preliminary Design Basic Tasks Hours Hours Hours Hours Hours Hours Hours Hours Hours Task 1 Project Management and Coordination 0 $0
Task 1.1 Project Management/Administration 12 12 $3,480 Task 1.2 Project Team Meetings 0 $0
Project Development Team (PDT) Meetings (12 total) 4 24 12 40 $10,640 Plan Check Comments Review Meeting 0 $0
30% Submittal 6 4 10 $2,580
Task 1.3 Progress Reports and Invoices 6 12 12 30 $6,240 Task 1.4 Project Coordination/Sub Consultant Coordin ation 12 6 18 $4,740 Task 1.5 Microsoft Baseline Schedule 4 6 10 $2,420
Task 1.6 Quality Control/Quality Assurance 0 $0
30% Submittal 8 4 12 $3,480
Task 2 Project Startup and Coordination 0 $0
Kick off Meeting (Site Visit) 4 4 8 $2,000
Preparing Agenda and Meeting Notes 2 1 3 $790
Task 3 Aerial Mapping and Preliminary R/W Boundary 0 $0 Preparing Aerial Base Mapping 2 8 10 $1,460
Mapping R/W boundaries (from Parcel Maps) 2 16 18 $2,500 Task 4 Utility Company Coordination 0 $0
Prepare Utility Letters 4 4 $840
Prepare Utility Conflict Maps 4 18 22 $3,180
Task 5 UPRR and SJVR Coordination and Approvals (T&M ) 0 $0 Prepare Concept plan of Preferred Alternative 2 4 40 46 $6,620 Prepare Reimbursement Letter Agreements for (UPRR and SJVR) 8 6 4 18 $4,900 Prepare and Attend Diagnostic Meeting 12 12 8 32 $8,640 Prepare Draft SH 130 Fund Application and Transmittal Letter 24 8 12 44 $11,800 Coordination with Railroad during the Preliminary Phase 16 8 12 36 $9,480 Task 6 Traffic Analysis 0 $0
Engineering Support for the Traffic Study 8 8 16 $4,000 Task 7 Preliminary 30% Plans (Preferred Alternative) 0 $0 Geometric Approval Layout Drawings (Preferred Alt) 1 8 30 30 4 24 97 $14,040 Oak Avenue Conceptual Improvements 2 8 30 30 70 $10,810 Layout of the Grade Crossing Configurations (Preferred Alt) 2 8 16 16 42 $6,820 Task 7A.Optional Geometric Approval Layout Drawings (2 other alt) 2 16 40 40 8 30 136 $20,220 Task 8 Preliminary Cost Estimates 0 $0
11-page preliminary cost estimates (Preferred Alt) 1 4 8 8 21 $3,410 Task 9 Feasibility Report 0 $0
Draft Feasibility Report 8 8 24 40 $9,680
Final Feasibility Report 8 4 24 36 $8,520
Task 10 City Council Meeting Support 0 $0
Prepare Powerpoint Presenation 2 4 8 14 $3,420
Attendance at City Council Meetings 8 8 8 24 $6,320
0 $0
Total Hours 106 154 201 0 124 206 12 54 12 869 $173,030 Loaded Hourly Rate 290.00 $ 290.00 $ 210.00 $ 185.00 $ 155.00 $ 130.00 $ 16 0.00 $ 120.00 $ 85.00 $ Fee/Classification 30740 44660 42210 0 19220 26780 1920 6480 1020 869 $173,030 % of Total Hours/Classification 12% 18% 23% 0% 14% 24% 1% 6% 1% No Escalation in Year 1
TRC Design

COST PROPOSAL
Hours by Task - TRC Only
City of Visalia, Department of Public Works
Professional Engineering Services for
Project Lead Roadway
Engineer
Engineer
8/15/2025_rev
Task Description
NW Quadrant RR Study
QA/QC
PIC
Manager
J. Conklin
Eng. CADD Engineer
I II
Senior Eng. CADD
Assistant
Eng. Adm.

Engineer
Staff Staff Staff Staff A. Bedal Staff Staff Staff
Supervisor Technician
Fee Spreadsheet NW Quadrant RR Study 8-15-25,TRC Phase 1 Hours 8/15/2025 84 Date:

Total Total
Hours $
Phase 2 Final Design Basic Tasks Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Task 1 Project Management and Coordination 0 $0
Task 1.1 Project Management/Administration 24 24 $7,273 Task 1.2 Project Team Meetings 0 $0
Project Development Team (PDT) Meetings (24 total) 48 24 72 $19,813 Project Startup and Coordination 0 $0
Phase 2 Kick off Meeting (Site Visit) 6 6 12 $3,135
Preparing Agenda and Meeting Notes 2 1 3 $826
Plan Check Comments Review Meeting 0 $0
65% Submittal 6 5 11 $2,916
95% Submittal 6 5 11 $2,916
100% Submittal 6 5 11 $2,916
Task 1.3 Progress Reports and Invoices 24 12 36 $8,339
Task 1.4 Project Coordination/Sub Consultant Coordin ation 16 24 40 $10,116 Task 1.5 Microsoft Baseline Schedule 4 24 28 $6,479
Task 1.6 Quality Control/Quality Assurance 0 $0
65% Submittal 8 8 16 $4,849
95% Submittal 16 16 32 $9,698
100% Submittal 8 8 16 $4,849
Task 2 Phase 2 - Utility Company Coordination 0 $0
Prepare Utility Letters 2 16 18 $4,117
Update of Utility Plans 4 16 8 16 44 $6,395
Coordination with Utility Companies 18 18 $3,950
Utility Site Meeting 6 4 4 14 $3,240
Utility Potholing Support 4 8 12 $1,965
Task 3 Topographic Survey (By Unico) 0 $0
Survey Coordination 2 2 8 12 $1,777
Task 4 UPRR and SJVR Coordination and Approvals 0 $0
Consultant Coordination with UPRR/SJVR and Approvals 24 16 16 56 $15,633 Prepare railroad permit, letter to UP/SJVR, and Right of Entry letters 40 16 16 72 $20,482 Task 5 PUC Coordination and Approvals during the PS& E Phase (T&M) 0 $0 Task 5.A Prepare PUC Application 24 8 12 44 $12,331
Task 5.B Monitor PUC Application Approval 12 8 20 $6,061 Task 6 Geotechnical Engineering (By BSK) 0 $0
Task 7 Environmental Document 0 $0
Task 7.A Engineering Support to the Environmental Do cument 8 24 12 12 56 $11,265 Task 7.B Environmental Document (By City) 0 $0
Task 7.C Hazardous Waste Memo (By BSK)
Task 8 65% Design
0 $0
Task 8.1 Prepare 65% Plans 8 24 80 80 8 40 240 $37,871
Task 8.2 Prepare 65% Cost Estimate 8 24 24 56 $8,903
Task 8.3 Drainage Analysis 8 24 18 18 68 $13,052
Task 8.4 Prepare 65% Submittal 1 2 4 7 $1,285
Task 9 95% PS&E 0 $0
Task 9.1 Prepare 95% Plans 8 48 100 100 8 48 312 $50,097 Task 9.2 Cost Estimates and Specifications 8 40 16 16 80 $15,968 Task 9.3 Prepare 95% Submittal 1 2 4 7 $1,285
Task 10 100% PS&E 0 $0
Task 10.1 Prepare Final 100% PS&E 1 16 24 24 4 24 93 $14,640 Task 10.2 Prepare Ready to List Documents 1 8 9 $2,059
Task 10.3 Prepare 100% PS&E Submittal 1 2 4 7 $1,285
Task 11 (Optional) Right of Way Engineering and Clea rance (Optional) 0 $0 Task 11.1 Right of Way Engineering Support 2 8 8 16 34 $5,831 Task 12 CPUC Funding Acquisition (T&M) 0 $0
CPUC Coordination through application process 16 8 8 8 8 48 $11,370 Task 13 CPUC/UPRR/SJVR Plan Development Acquisition (T&M) 0 $0 Attendance at Virtual Meetings 6 12 20 38 $9,844
Prepare Response to Comments 6 8 48 8 8 4 82 $17,472
Task 14 (Optional) Pre-Construction Engineering Serv ices 0 $0 Task 14.1 Bid Assistance 2 8 24 8 8 50 $10,680
Total Hours 162 313 492 0 290 338 46 152 0 16 1809 $372,981 Escalated once at 4.5% for years 2 and 3 over year 1 rate 303.05 303.05 219.45 193.33 161.98 135.85 167.20 125.40 88. 83 88.83 Fee/Classification 49094 94855 107969 0 46973 45917 7691 19061 0 1421 1809 $372,9 81 % of Total Hours/Classification 9% 17% 27% 0% 16% 19% 3% 8% 0% 1% TRC Design
Hours by Task - TRC Only
Eng. CADD
COST PROPOSAL - PHASE 2
Technician Assistant Engineer II
Eng. Adm. Lead Roadway
Processor
Data
8/15/2025_rev
NW Quadrant RR Study
Task Description
PIC Project
QA/QC Manager
City of Visalia, Department of Public Works
Professional Engineering Services for
Staff Staff Staff Staff Staff Staff Staff Staff J. Conklin A. Bedal I Supervisor Engineer
Engineer Engineer Eng. CADD Senior
Fee Spreadsheet NW Quadrant RR Study 8-15-25,Phase 2 Hrs 8/15/2025 85 Date:

Total Total
Hours $
Hours Hours Hours Hours Hours Hours Hours Hours Hours Hours Phase 3 Construction Phase Services
Task 1 Project Management during the Construction Phase (12 months) 30 10 40 $11,801 Task 2 Attend Pre-construction meeting 8 8 $1,836
Task 3 Site Visits 18 18 36 $7,769
Task 4 Phone Consultation 4 16 20 40 $8,982
Task 5 Respond to RFI's 2 8 8 8 14 40 $7,059
Task 6 Submittal Reviews 2 8 30 10 10 60 $11,648
Task 7 Change Order Assistance 2 6 24 2 16 50 $9,310
Task 8 Attendance at Other Meetings 4 4 8 16 $3,803
Task 9 Preparing As-builts 4 12 24 60 100 $15,407
Total Hours 0 44 82 120 10 18 26 90 0 0 390 $77,616
Escalated once at 9% for year 4 over year 1 rate 316.89 316.89 229.47 202.15 169.37 142.05 174.84 131.13 92.88 92.88 Fee/Classification 0 13943 18817 24259 1694 2557 4546 11801 0 0 390 $77,616 % of Total Hours/Classification 0% 11% 21% 31% 3% 5% 7% 23% 0% 0% Escalation Rate 9.3%
Escalated once at 9% for year 4 over year 1 rate 1
8/15/2025_rev
Revised per Board
Direction to complete
CEQA in Phase 1
Phase 3 Services
NW Quadrant RR Study
Eng. CADD
0 Task Description
PIC Project Lead Roadway
Staff J. Conklin A. Bedal
City of Visalia, Department of Public Works
Professional Engineering Services for
Senior Engineer Engineer Eng. CADD
COST PROPOSAL - PHASE 3
TRC Design
Hours by Task - TRC Only
I Supervisor Technician Assistant Processor QA/QC Manager Engineer Engineer II Eng. Adm. Data
Phase 3 Services
Staff Staff Staff Staff Staff Staff Staff
Fee Spreadsheet NW Quadrant RR Study 8-15-25,Phase 3 Hrs 8/15/2025 86 TRC ENGINEERS Date:

FEE ESTIMATE WORKSHEET EXPENSES WORKSHEET
Travel
From Fresno
To City of Visalia
Rate # #
Airfare (round trips) $0.00 x trips x people = $0.00
Mileage (personal vehicle) $0.700 x 84 miles (RT) x 8 trips = $470.40 Lodging $175.00 x 0 nights x 0 people = $0.00
Per Diem (GSA, lunch) $18.00 x 0 days x 0 people = $0.00 Car rental $48.00 x 8 days x 1 car = $384.00
Miscellaneous $50.00 x 1 units x 2 units = $100.00
Total Travel $954.40
ODC's
Rate #
Mail $0.68 x pieces = $0.00
Overnight mail $20.00 x 4 pieces = $80.00
Copies (8.5x11) $0.06 x 500 copies misc prints = $30.00 Copies (11x17) $0.12 x 500 prints Misc 11x17 prints for review = $60.00 Prints (22x34) $3.00 x prints Assumes no full-size prints = $0.00 Mylars (22x34) $12.00 x prints Assumes no mylar submittals = $0.00 Envir. Permits x TBD = $0.00
Miscellaneous $50.00 x 1 units = $50.00
Total ODC's $220.00
Travel and ODC's $1,174.40
TRC ENGINEERS Date:

FEE ESTIMATE WORKSHEET EXPENSES WORKSHEET
Travel
From Fresno
To City of Visalia
# of people
# of days # of nights
# of trips
Rate # #
Airfare (round trips) $0.00 x trips x people = $0.00
Mileage (personal vehicle) $0.700 x 84 miles (RT) x 1 trips = $58.80 Lodging $175.00 x 0 nights x 0 people = $0.00
Per Diem (GSA, lunch) $18.00 x 0 days x 0 people = $0.00 Car rental $48.00 x 4 days x 1 car = $192.00
Miscellaneous $50.00 x 2 units x 1 units = $100.00
Total Travel $350.80
ODC's
Rate #
Mail $0.68 x pieces = $0.00
Overnight mail $20.00 x 4 pieces = $80.00
Copies (8.5x11) $0.06 x 500 copies
misc prints 1 = $30.00
Copies (11x17) $0.12 x 500 prints Misc 11x17 prints for review = $60.00 Prints (22x34) $3.00 x 100 prints Assumes no full-size prints = $300.00 Mylars (22x34) $12.00 x prints Assumes no mylar submittals = $0.00 Envir. Permits x TBD = $0.00
Miscellaneous $50.00 x 1 units = $50.00
Total ODC's $520.00
Travel and ODC's $870.80

TRC ENGINEERS

FEE ESTIMATE WORKSHEET EXPENSES WORKSHEET
Travel
From Fresno
To City of Visalia
# of people
# of days # of nights
# of trips
Rate # #
Airfare (round trips) $0.00 x trips x people = $0.00
Mileage (personal vehicle) $0.700 x 84 miles (RT) x 3 trips = $176.40 Lodging $175.00 x 0 nights x 0 people = $0.00
Per Diem (GSA, lunch) $18.00 x 0 days x 0 people = $0.00 Car rental $48.00 x 4 days x 1 car = $192.00
Miscellaneous $50.00 x 2 units x 1 units = $100.00
Total Travel $468.40
ODC's
Rate #
Mail $0.68 x pieces = $0.00
Overnight mail $20.00 x 4 pieces = $80.00
Copies (8.5x11) $0.06 x 500 copies misc prints = $30.00 Copies (11x17) $0.12 x 500 prints Misc 11x17 prints for review = $60.00 Prints (22x34) $3.00 x 100 prints Assumes no full-size prints = $300.00 Mylars (22x34) $12.00 x prints Assumes no mylar submittals = $0.00 Envir. Permits x TBD = $0.00
Miscellaneous $50.00 x 6 units = $300.00
Total ODC's $770.00
Travel and ODC's $1,238.40
PHASE 2 8/15/2025_rev
PHASE 3
8/15/2025_rev
City of Visalia, Department of Public Works
NW Quadrant RR Study
PHASE 1
Fee Spreadsheet NW Quadrant RR Study 8-15-25,Expenses Worksheet 8/15/2025 87 ID Task Number Task Name Duration Start Finish Predecessors 1 Phase 1 Preliminary Design Tasks 257 days Mon 9/22/25 Wed 9/16/26 2 Task 1 Project Management 225 days Tue 9/23/25 Mon 8/3/26 3 Task 1.1 Project Management 225 days Tue 9/23/25 Mon 8/3/26 4 Task 1.3 Progress Meetings 196 days Wed 10/8/25 Wed 7/8/26 15 Task 1.4 Quality Control/Quality Assurance 2 days Tue 2/24/26 Wed 2/25/26 16 30% QC 2 days Tue 2/24/26 Wed 2/25/26 42,43
17 Task 2 Project Startup and Coordination 0 days Mon 9/22/25 Mon 9/22/25 18 Kick Off Meeting 0 days Mon 9/22/25 Mon 9/22/25
19 Task 3 Aerial Mapping and Preliminary R/W Boundary 8 days Tue 9/23/25 Thu 10/2/25 20 Prepare Aerial Maps for Study Areas 5 days Tue 9/23/25 Mon 9/29/25 21 Add Parcel Boundaries from GIS information 3 days Tue 9/30/25 Thu 10/2/25 20 22 Task 4 Utility Company Coordination (Phase 1) 40 days Tue 9/23/25 Mon 11/17/25 23 Initial Utility Coordination - Database Creation 5 days Tue 9/23/25 Mon 9/29/25 24 Prepare "A" Letters 5 days Tue 9/30/25 Mon 10/6/25 23 25 Plot Utilities on Base Files 10 days Tue 11/4/25 Mon 11/17/25 24FS+20 days 26 Task 5 UPRR and SJVR Initial Coordination and Approvals 179 days Tue 9/23/25 Fri 5/29/26 27 Prepare Concept Plan of preferred alternative 5 days Thu 3/26/26 Wed 4/1/26 45 28 Prepare UPRR Reimbursement Letter 2 days Tue 9/23/25 Wed 9/24/25 18 29 UPRR to review and reply to letter 10 days Thu 9/25/25 Wed 10/8/25 28 30 Diagnostic Meeting with RR representatives 30 days Thu 4/16/26 Wed 5/27/26 27FS+10 days,28,29 31 Develop Project Schedule with RR reviews 2 days Thu 5/28/26 Fri 5/29/26 30 32 Task 6 Traffic Analysis 100 days Mon 9/22/25 Mon 2/9/26 33 Field Review Meeting 0 days Mon 9/22/25 Mon 9/22/25
34 Project Specific Traffic Modeling 20 days Tue 9/23/25 Mon 10/20/25 33 35 Traffic Counts 10 days Tue 10/7/25 Mon 10/20/25 33FS+10 days 36 Traffic Analyses 20 days Tue 10/21/25 Mon 11/17/25 35,34 37 Draft Traffic Analysis Report 20 days Tue 11/18/25 Mon 12/15/25 36 38 City to Review Draff Traffic Analysis Report 20 days Tue 12/16/25 Mon 1/12/26 37 39 City Review Meeting and Review Comments 0 days Mon 1/12/26 Mon 1/12/26 38 40 Final Traffic Analysis Report 20 days Tue 1/13/26 Mon 2/9/26 39 41 Task 7 Preliminary 30% Plans (Preferred Alternative) 87 days Tue 2/10/26 Wed 6/10/26 42 Geometric Approval Layout Drawings 10 days Tue 2/10/26 Mon 2/23/26 40,21,25 43 Oak Avenue Conceptual Improvements 10 days Tue 2/10/26 Mon 2/23/26 40 44 Submit to City for Review 0 days Wed 2/25/26 Wed 2/25/26 16 45 City to Review 30% Plans 20 days Thu 2/26/26 Wed 3/25/26 44 46 Layout of the Grade Crossing Configuration 10 days Thu 5/28/26 Wed 6/10/26 42,30 47 Task 8 Preliminary Cost Estimate (Preferred Alternative) 5 days Thu 6/11/26 Wed 6/17/26 48 Prepare Preliminary Estimate 5 days Thu 6/11/26 Wed 6/17/26 46 49 Task 9 Feasibility Report 50 days Thu 6/18/26 Wed 8/26/26 50 Prepare Feasibility Report (Draft) 20 days Thu 6/18/26 Wed 7/15/26 48 9/22
9/22
9/22
1/12
2/25
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May 2026 2027 2028 2029
Task Milestone Summary County/CT Task Critical Progress

CITY OF VISALIA

NW QUADRANT RAILROAD STUDY NEW STREET CROSSING AT CHINOWTH AND GOSHEN AVE

PROJECT DESIGN SCHEDULE

Project: NW QUADRANT RR ST
Date: Fri 8/15/25
88 ID Task Number Task Name Duration Start Finish Predecessors 51 Submit to the City for Review 0 days Wed 7/15/26 Wed 7/15/26 50 52 City to Review Draft Feasibility Report 20 days Thu 7/16/26 Wed 8/12/26 51 53 Prepare Feasibility Report (Final) 10 days Thu 8/13/26 Wed 8/26/26 52 54 Task 10 City Council Meeting Support 15 days Thu 8/27/26 Wed 9/16/26 55 Prepare Powerpoint for Council Presentation 10 days Thu 8/27/26 Wed 9/9/26 53 56 Attend City Council Meeting No. 1 0 days Wed 9/16/26 Wed 9/16/26 55FS+5 days 57 Phase 2 Final Design Basic Tasks 626 days Thu 4/2/26 Thu 8/24/28 58 Task 1 Project Management and Coordination 226 days Wed 8/12/26 Wed 6/23/27 59 Kick off meeting with the City for Phase 2 0 days Wed 9/16/26 Wed 9/16/26 56 60 Project Management 200 days Thu 9/17/26 Wed 6/23/27 56 61 Progress Meetings 221 days Wed 8/12/26 Wed 6/16/27
107 Quality Control/Quality Assurance 305 days Thu 1/21/27 Wed 3/22/28 108 65% QC 10 days Thu 1/21/27 Wed 2/3/27 157,158
109 95% QC 10 days Thu 12/9/27 Wed 12/22/27 165,163,164,115 110 100% QC 5 days Thu 3/16/28 Wed 3/22/28 170
111 Task 2 Utility Company Coordination 400 days Thu 9/17/26 Wed 3/29/28 112 Utility Coordination 90 days Thu 9/17/26 Wed 1/20/27 59 113 Relocation Claim Letters ("B" Letters) 5 days Thu 1/14/27 Wed 1/20/27 157 114 Field Meeting to Discuss conflicts 0 days Wed 2/17/27 Wed 2/17/27 113FS+20 days 115 Prepare Utility Conflict Maps 20 days Thu 2/18/27 Wed 3/17/27 114 116 Prepare Notice to Owners- Utility "C" Letter 5 days Thu 3/16/28 Wed 3/22/28 170 117 Utility Relocation Ready to List 5 days Thu 3/23/28 Wed 3/29/28 116 118 Task 3 Topographic Survey 55 days Thu 9/17/26 Wed 12/2/26 119 Survey and Mapping 30 days Thu 9/17/26 Wed 10/28/26 59 120 Right-of-Way Establishment 15 days Thu 10/29/26 Wed 11/18/26 119 121 Easement Plotting 5 days Thu 11/19/26 Wed 11/25/26 120 122 Base Map 5 days Thu 11/26/26 Wed 12/2/26 121
123 Task 4 UPRR/SJVR Coordination and Approvals (PS&E) Stage 100 days Thu 11/25/27 Wed 4/12/28 124 Preparation of the Construction, Maintenance, and
Use Agmt
100 days Thu 11/25/27 Wed 4/12/28 163
125 Prepare railroad Contractor Agreement 100 days Thu 11/25/27 Wed 4/12/28 163 126 Prepare Railroad Permits, Rights of Entry, Approval Letters
100 days Thu 11/25/27 Wed 4/12/28 163
127 Task 5 PUC Coordination and Approvals 120 days Thu 2/4/27 Wed 7/21/27 128 Prepare G088-B PUC Application 20 days Thu 2/4/27 Wed 3/3/27 159,30 129 Monitor PUC Application Approval 100 days Thu 3/4/27 Wed 7/21/27 128 130 Task 6 Geotechnical Report 325 days Thu 9/24/26 Wed 12/22/27 131 Geotechnical Investigation 5 days Thu 9/24/26 Wed 9/30/26 59FS+5 days 132 Field Exploration 3 days Thu 10/1/26 Mon 10/5/26 131 133 Laboratory Testing and Analysis 15 days Tue 10/6/26 Mon 10/26/26 132 7/15
9/16
9/16
2/17
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May 2026 2027 2028 2029
Task Milestone Summary County/CT Task Critical Progress

CITY OF VISALIA

NW QUADRANT RAILROAD STUDY NEW STREET CROSSING AT CHINOWTH AND GOSHEN AVE

PROJECT DESIGN SCHEDULE

Project: NW QUADRANT RR ST
Date: Fri 8/15/25
89 ID Task Number Task Name Duration Start Finish Predecessors 134 Prepare Draft Geotechnical Report 10 days Tue 10/27/26 Mon 11/9/26 42,133 135 City to Review Draft Geotechncial Report 20 days Tue 11/10/26 Mon 12/7/26 134 136 Prepare Final Geotechnical Report 20 days Thu 11/25/27 Wed 12/22/27 163,135 137 Task 7 Environmental Document 175 days Thu 1/14/27 Wed 9/15/27 138 Task 7.A Engineering Support to the Environmental Document 160 days Thu 1/14/27 Wed 8/25/27 157 139 CEQA Studies 175 days Thu 1/14/27 Wed 9/15/27
140 Area of Potential Effects/Environmental Study
Area Maps
20 days Thu 1/14/27 Wed 2/10/27 157
141 Project Description 30 days Thu 1/14/27 Wed 2/24/27 157 142 CEQA Technical Reports 20 days Thu 2/25/27 Wed 3/24/27 141 143 CEQA Document 125 days Thu 3/25/27 Wed 9/15/27
144 CEQA CE 60 days Thu 3/25/27 Wed 6/16/27
145 Draft CE and submit for Engineering Review 15 days Thu 3/25/27 Wed 4/14/27 142,155 146 TRC/City Review 10 days Thu 4/15/27 Wed 4/28/27 145 147 Revise/Finalize Draft CE and Submit 10 days Thu 4/29/27 Wed 5/12/27 146 148 Public Circulation (By City) 25 days Thu 5/13/27 Wed 6/16/27 147 149 Final CE 65 days Thu 6/17/27 Wed 9/15/27
150 Draft Final CE and submit for Review 15 days Thu 6/17/27 Wed 7/7/27 148 151 TRC/City Review 10 days Thu 7/8/27 Wed 7/21/27 150
152 Revise/Finalize Draft CE and Submit 10 days Thu 7/22/27 Wed 8/4/27 151 153 City Approval 25 days Thu 8/5/27 Wed 9/8/27 152
154 City Files NOD 5 days Thu 9/9/27 Wed 9/15/27 153
155 Task 7.C Hazardous Waste Memo (By BSK) 20 days Thu 2/25/27 Wed 3/24/27 141 156 Task 8 65% Design 65 days Thu 12/3/26 Wed 3/3/27
157 65% Design 30 days Thu 12/3/26 Wed 1/13/27 122
158 65% Estimate 5 days Thu 1/14/27 Wed 1/20/27 157
159 65 % PLANS submittal 0 days Wed 2/3/27 Wed 2/3/27 108 160 City to Review 65% Plans and Estimate 20 days Thu 2/4/27 Wed 3/3/27 108 161 Review by UPRR and SJVR 20 days Thu 2/4/27 Wed 3/3/27 108 162 Task 9 95% PS&E 90 days Thu 9/16/27 Wed 1/19/28
163 95% Plans 50 days Thu 9/16/27 Wed 11/24/27 160,143,154,187 164 Specifications 10 days Thu 11/25/27 Wed 12/8/27 163 165 95% Cost Estimate 10 days Thu 11/25/27 Wed 12/8/27 163 166 95% (DRAFT) PS&E Submittal 0 days Wed 12/22/27 Wed 12/22/27 109 167 City to Review 95% PS&E 20 days Thu 12/23/27 Wed 1/19/28 166 168 Review by UPRR and SJVR 20 days Thu 12/23/27 Wed 1/19/28 166 169 Task 10 100% PS&E 45 days Thu 2/17/28 Wed 4/19/28
170 Final Revisions 20 days Thu 2/17/28 Wed 3/15/28 167,176,188,182 171 Prepare Ready to List 5 days Thu 4/13/28 Wed 4/19/28 170,117,176,129,189 172 100% PS&E Submittal 0 days Wed 4/19/28 Wed 4/19/28 110,171 2/3
12/22
4/19
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May 2026 2027 2028 2029
Task Milestone Summary County/CT Task Critical Progress

CITY OF VISALIA

NW QUADRANT RAILROAD STUDY NEW STREET CROSSING AT CHINOWTH AND GOSHEN AVE

PROJECT DESIGN SCHEDULE

Project: NW QUADRANT RR ST
Date: Fri 8/15/25
90 ID Task Number Task Name Duration Start Finish Predecessors 173 Task 11 Right of Way Engineering and Clearance 270 days Thu 1/14/27 Wed 1/26/28 174 Appraisals 120 days Thu 2/11/27 Wed 7/28/27 177
175 Acquisition 120 days Thu 7/29/27 Wed 1/12/28 174
176 Right of Way Certification 10 days Thu 1/13/28 Wed 1/26/28 175 177 Legal Descriptions and Exhibits 20 days Thu 1/14/27 Wed 2/10/27 157 178 Right of Way Engineering Support 120 days Thu 1/14/27 Wed 6/30/27 157 179 Task 12 CPUC Funding Acquisition 120 days Thu 4/2/26 Wed 9/16/26 180 Prepare SH130 Funding Application 20 days Thu 4/2/26 Wed 4/29/26 27 181 Monitor Funding Application 100 days Thu 4/30/26 Wed 9/16/26 180 182 CPUC Approve SH 130 Funding 0 days Wed 9/16/26 Wed 9/16/26 181 183 Task 13 CPUC/UPRR/SJVR Plan Development Acquisition 375 days Thu 2/4/27 Wed 7/12/28 184 Coordination with CPUC/UP/SJVR 375 days Thu 2/4/27 Wed 7/12/28 185 Attending Quarterly Meetings 375 days Thu 2/4/27 Wed 7/12/28 159 186 Addressing Comments 290 days Thu 3/4/27 Wed 4/12/28 187 65% Comments 20 days Thu 3/4/27 Wed 3/31/27 161
188 95% Comments 20 days Thu 1/20/28 Wed 2/16/28 168
189 100% Comments 20 days Thu 3/16/28 Wed 4/12/28 170
190 Task 14 Pre-Construction Engineering Services 91 days Thu 4/20/28 Thu 8/24/28 191 City to obtain Construction Authorization 50 days Thu 4/20/28 Wed 6/28/28 172,181 192 Advertise for Bidding 40 days Thu 6/29/28 Wed 8/23/28 191 193 Pre-Bid Meetings 0 days Thu 8/10/28 Thu 8/10/28 192FS-10 days 194 Respond to Bidder Inquiries 35 days Thu 6/29/28 Wed 8/16/28 191 195 Prepare Addenda 10 days Wed 8/9/28 Tue 8/22/28 194FS-6 days 196 Assist in Evaluating Bids 2 days Wed 8/23/28 Thu 8/24/28 195 197 City to Award Contract 0 days Thu 8/24/28 Thu 8/24/28 196 198 Phase 3 Construction Phase Services 140 days Thu 8/24/28 Thu 3/8/29 199 Construction Phase Basic Tasks 140 days Thu 8/24/28 Thu 3/8/29 200 Begin Construction 0 days Thu 8/24/28 Thu 8/24/28 197 201 Task 1 Construction Phase Project
Management/Construction Duration
120 days Fri 8/25/28 Thu 2/8/29 197
202 Task 2 Pre-Construction Meeting and Project Kickoff Activities 0 days Thu 9/7/28 Thu 9/7/28 197FS+10 days 203 Task 3 Site Visits 0 days Thu 11/2/28 Thu 11/2/28 202FS+40 days 204 Task 4 Phone Consultation 100 days Fri 8/25/28 Thu 1/11/29 197 205 Task 5 RFI Reviews 100 days Fri 9/8/28 Thu 1/25/29 202 206 Task 6 Shop Drawings, Submittals, and Material Review 60 days Fri 9/8/28 Thu 11/30/28 202 207 Task 7 Change Order Assistance 80 days Fri 9/8/28 Thu 12/28/28 202 208 Task 8 Attendance at other Meetings 0 days Thu 12/28/28 Thu 12/28/28 203FS+40 days 209 Task 9 Prepare As-Built Plans 20 days Fri 2/9/29 Thu 3/8/29 201 9/16
8/10
8/24
8/24
9/7
11/2
12/28
Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May 2026 2027 2028 2029
Task Milestone Summary County/CT Task Critical Progress

CITY OF VISALIA

NW QUADRANT RAILROAD STUDY NEW STREET CROSSING AT CHINOWTH AND GOSHEN AVE

PROJECT DESIGN SCHEDULE

Project: NW QUADRANT RR ST
Date: Fri 8/15/25
91 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0365 Agenda Date: 9/15/2025 Agenda #: 4.

Agenda Item Wording:

Award Stonebrook Street Culvert construction project - Authorize the City Manager to award the construction contract to Synergy Construction & Development Corp. for Stonebrook Street Culvert at Packwood Creek Project, in the amount of $1,203,278, and authorize an additional appropriation of $690,000 from the Transportation Impact Fund 241.

Prepared by:

Estrella Velasquez, Associate Engineer, [email protected], (559)713-4164;
Diego Corvera, Senior Civil Engineer, [email protected], (559)713-4209; Chris Crawford, City Engineer, [email protected], (559)713-4331; Jason Huckleberry, Engineering & Building Director, [email protected], (559)713-4495 Department Recommendation: Staff recommends that the City Council authorize the City Manager to award a contract with Synergy Construction & Development Corp. for RFB 25-26-02, Stonebrook Street Culvert at Packwood Creek Project, in the amount of $1,203,278, and authorize an additional appropriation of $690,000 from the Transportation Impact Fund 241.

Summary:

This project will install a box culvert within the Packwood Creek channel that will facilitate the future construction of Stonebrook Street southward to West Cameron Avenue. The installation of the culvert will entail constructing various structures, widening the channel upstream/downstream of the structure, grading within the channel, and placement of rock rip rap and natural fiber erosion control blankets on the channel banks.

Staff recommends awarding the construction contract to Synergy Construction & Development Corp. in the amount of $1,203,278, the lowest responsive bid, and authorizing an additional appropriation of $690,000 from the Transportation Impact Fund 241. Construction will commence when the construction contract is executed and the Packwood Creek dry season has commenced. Staff anticipates the work to be performed between October and December 2025.

Background Discussion:

The proposed project involves the installation of a culvert within Packwood Creek, located approximately 400 feet south of the W Caldwell Avenue and S Stonebrook Street intersection. The construction of the culvert crossing of Packwood Creek is a necessary component to allow for the future roadway improvements of Stonebrook Street between Caldwell Avenue and Cameron Avenue.

The construction of the future Stonebrook Street roadway expansion improvements will occur with the development of the adjacent properties. The future roadway improvements of Stonebrook Street aid in the circulation of traffic as development occurs in the surrounding area.

Lars Andersen and Associates was contracted in November 2020 to perform the permitting and Visalia City Council Printed on 9/10/2025Page 1 of 4
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92 File #: 25-0365 Agenda Date: 9/15/2025 Agenda #: 4.

Lars Andersen and Associates was contracted in November 2020 to perform the permitting and design of the Packwood Creek Culvert. The design of the culvert has been completed in accordance with applicable engineering standards and environmental requirements. The project team has coordinated with all relevant regulatory agencies and all required permits have been secured or are pending, including those from U.S. Army Corps, Regional Water Quality Control Board and California Department of Fish and Wildlife. It is anticipated that all permit items will be finalized prior to contract execution.

This culvert installation is being undertaken as a standalone phase to proactively prepare the site for the eventual road construction. Installing the culvert in advance will minimize future construction impacts to the creek and reduce environmental disruption during the development road-building phase. The project also reflects the City’s ongoing commitment to balancing infrastructure development with environmental stewardship.

Construction will be scheduled to be performed between October and December 2025 when Packwood Creek is typically in its dry season.

Bidding Process
RFB 25-26-02 for the Stonebrook Street Culvert at Packwood Creek Project was advertised beginning July 10, 2025 and closed on August 14, 2025. This project received nine (9) bids as listed below:

Base Bid
Contractor Location Bid Amount
1 GC Builders Fresno, CA $1,071,064.00 Bid Rejected
2 SW Construction Bakersfield, CA $1,192,724.73 Bid Rejected 3 Synergy Construction &
Development Corp.

Bakersfield, CA $1,203,278.00
4 Sierra Construction &
Excavation, Inc.

Bakersfield, CA $1,207,888.00
5 DNB Infrastructure, Inc.Sacramento, CA $1,282,295.00
6 Avison ConstructionMadera, CA $1,513,962.00
7 Cal Valley ConstructionFresno, CA $1,648,632.00
8 American Paving Co.Fresno, CA $1,722,566.00
9 Floyd Johnston ConstructionClovis, CA $3,188,374.00
The first two bids were rejected due to not meeting bid requirements. The bid proposal received from Synergy Construction & Development Corp. was determined to be the lowest responsive bid. The references provided included City of Bakersfield Public Works, California Department of Transportation (Caltrans) and California Department of Fish and Wildlife (CDFW). As part of the review process, these references were verified by City staff with favorable responses from all parties.

As a result, staff recommends that the construction contract be awarded to Synergy Construction & Development Corp.

Visalia City Council Printed on 9/10/2025Page 2 of 4
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93 File #: 25-0365 Agenda Date: 9/15/2025 Agenda #: 4.

Fiscal Impact: The Stonebrook Street Culvert at Packwood Creek Project is budgeted with funds from 241 Transportation Impact.

Budget Shortfall:

The project is currently facing a budget shortfall of $689,298.65. While the original Request for Proposals (RFP) included cost estimates that were consistent with the project scope at the time, rising construction costs since the RFP was awarded have widened the gap between the appropriated funds and the amount now required to complete the project. Construction expenses have escalated significantly since the project was initially estimated in 2020. Between January 2021 and January 2025, staff has observed an approximate 40% increase in labor and material costs.

Appropriation of Funds:

Staff recommends the appropriation of $690,000 from the Transportation Impact Fund (241) to address the anticipated project deficit. There are sufficient funds available in the Transportation Impact Fund (241) to advance funds to the Stonebrook Street Culvert at Packwood Creek Project to fully fund construction.

Stonebrook Street Culvert at Packwood Creek Project CP0043 Project Budget
Fund 241 Transportation Impact $ 1,046,000
Total Budget $ 1,046,000
Estimated Project Design Costs
Project Management/Administration $ 55,000.00
Design Services (Lars Andersen & Associates, Inc.) $ 124,730.05 Environmental Permitting (USACOE, RWQCB, CDFW) $ 42,635.00 Estimated Project Construction Costs
Construction $ 1,203,278.00
Construction Contingency (~10% of Construction) $ 120,327.80 Construction Management and Inspections $ 120,327.80 Construction Services (Material Testing) $ 21,000.00 Construction Services (Survey Staking) $ 48,000.00
Total Estimated Project Costs $ 1,735,298.65
Estimated Surplus (Deficit) $ (689,298.65)
Additional Appropriation Request from Fund 241 $ 690,000.00 Prior Council Action:

November 16, 2020 - The City Council authorized the City Manager to award a professional design services contract with Lars Andersen and Associates, Inc., for the design of the Stonebrook Street Culvert at Packwood Creek Project in the amount of $119,230.05.

Visalia City Council Printed on 9/10/2025Page 3 of 4
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94 File #: 25-0365 Agenda Date: 9/15/2025 Agenda #: 4.

January 16, 2024 - The City Council adopted Resolution No. 2024-01 adopting the Initial Study and Mitigated Negative Declaration, which found that the proposed project would have no significant environmental impacts with the identified mitigation measures applied to the project under the California Environmental Quality Act (CEQA) (ref: State Clearinghouse No. 2022020164).

Other: N/A
Alternatives: None recommended. Should the construction contract not be awarded, the City may miss this year’sconstruction window due to seasonal limitations and environmental constraints. As a result, the project would likely be deferred to the next Packwood Creek dry season, in October 2026.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the City Manager to award a contract with Synergy Construction & Development Corp. for RFB 25-26-02, Stonebrook Street Culvert at Packwood Creek Project, in the amount of $1,203,278, and appropriate an additional $690,000 from the Transportation Impact Fund (241).

Environmental Assessment Status: NEPA Environmental Assessment does not apply.

CEQA Review: Mitigated Negative Declaration (Documents No. 2023-62) filed with State Clearinghouse (2022020164) on 01/19/2024.

Deadline for Action: 9/15/2025
Attachments:

1. Contractor Ownership Disclosure Form

2. Project Location Map

3. Sample Construction Contract
Visalia City Council Printed on 9/10/2025Page 4 of 4
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95 96
97 RFB-25-26-02, Stonebrook St. Culvert
At Packwood Creek June 26, 2025 29

CONTRACT

CITY OF VISALIA

STATE OF CALIFORNIA

This Contract for the construction of the STONEBROOK STREET CULVERT AT PACKWOOD CREEK Project, is made between the City of Visalia, (hereinafter “the City”), and _______________________________________, (hereinafter referred to as Contractor) both parties having authority to enter into this Contract do agree to the following:

ARTICLE I - For and in consideration of the payments hereinafter mentioned to be made by the City, and under the conditions expressed in this Contract and Contract Documents (as those terms are defined in City of Visalia Standard Specifications), including the bonds submitted with this Contract, Contractor agrees at his own cost and expense, to do all the work and furnish all the materials necessary to construct and complete in a good, workmanlike, and substantial manner the STONEBROOK STREET CULVERT AT PACKWOOD CREEK Project, as a fully operational and functional facility for the intended purpose in accordance with the Contract Documents, and in accordance with the reference documents listed in the Contract Documents, which are also made a part hereof.

Said work to be done is shown upon the following plans:

RFB No.: 25-26-02
Project Name: STONEBROOK STREET CULVERT AT PACKWOOD CREEK CIP: 2520-72000/CP0043-999

which said plans are hereby made a part of this contract.

ARTICLE II - Contractor agrees to receive and accept the following prices as full compensation for furnishing all materials and for doing all the work described in this Contract; also for all loss or damage arising out of the nature of the work aforesaid, or from the action of the elements, or from any unforeseen difficulties or obstructions which may arise or be encountered in the prosecution of the work until its acceptance by the City of Visalia and for all risks of every description connected with the work; also for all expenses incurred by or in consequence of the suspension or discontinuance of work and for well and faithfully completing the work, and the whole thereof, in the manner and according to the Contract Documents, and requirements of the Engineer under them, to wit:

98 RFB-25-26-02, Stonebrook St. Culvert
At Packwood Creek June 26, 2025 30

This area to be reserved for insertion of the final bid item table complete with the awarded contractor’s final bid amounts.

99 RFB-25-26-02, Stonebrook St. Culvert
At Packwood Creek June 26, 2025 31

ARTICLE III - Contractor hereby agrees to indemnify and hold City and its officers, agents, employees and assigns, harmless from any liability imposed for injury (as defined by Government code 810.8), whether arising before or after completion of work hereunder, or in any manner directly or indirectly caused, occasioned or contributed to, or claimed to be caused, occasioned or contributed to, in whole or in part, by reason of any act or omission, including strict liability or negligence of Contractor, or of anyone acting under Contractor's direction or control or on its behalf, in connection with or incident to or arising out of the performance of this contract.

It is the intent of the parties that Contractor will indemnify, defend, and hold harmless City and its officers, agents, employees, and assigns, from any and all claims, demands, costs, suits or actions as set forth above regardless of the existence of passive concurrent negligence, on the part of the City or anyone acting under its direction or control or on its behalf. It is further the intent of the parties that this indemnification required is not intended to relieve City from liability for the active negligence of City, its officers, agency and employees.

The Contractor shall continuously protect City property, including work under construction, from damage, loss, or liability of any kind to persons or property arising in connection with the contract, direct or indirect, including that arising from rainfall, flood waters, and other action of the elements and all acts of third parties.

This indemnity and hold harmless provision, insofar as it may be adjudged to be against public policy, shall be void and unenforceable only to the minimum extent necessary so that the remaining terms of this indemnity and hold harmless provision may be within public policy and enforceable.

In an emergency affecting the safety of life or limb, work site, or any property, the Contractor is hereby permitted and directed to act at their discretion to prevent such threatened loss of injury, and in the event any instructions are given by the City of Visalia in any emergency, the Contractor shall unconditionally comply therewith.

With respect to the performance of work under this agreement, the Contractor shall maintain and shall require all of its subcontractors to maintain insurance as described below.

Worker's Compensation insurance with statutory limits, and employer's liability insurance with limits of not less than $1,000,000 per accident.

Commercial General Liability insurance with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include products/completed operations liability, owner's and Contractor's protective, blanket contractual liability, personal injury liability, broad form property damage coverage and explosion, collapse and underground hazard coverage. Such insurance shall (a) name City, its appointed 100

RFB-25-26-02, Stonebrook St. Culvert
At Packwood Creek June 26, 2025 32

and elected officials, officers, employees and agents as insureds; and (b) be primary with respect to any insurance or self-insurance programs maintained by the City; and (c) contain Standard cross liability provisions. Such additional insured endorsement maintained by Contractor and its subcontractors shall not be required to provide coverage for City for the active negligence of City.

Commercial Automobile Liability insurance with a combined single limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for owned, hired and non-owned automobiles and shall be provided by a business automobile policy.

Contractor shall furnish properly executed certificates of insurance to City prior to commencement of work under this agreement, such certificates shall:

a. Clearly evidence all coverage required above, including specific evidence of a separate endorsement naming the City as an insured;

b. Indicate whether coverage provided is on a claims made or occurrence basis; and

c. Provide that such insurance shall not be materially changed, terminated, or allowed to expire except on 30-days prior written notice to City’s Purchasing Division, Attention:

Purchasing
707 W. Acequia Avenue
Visalia, CA 93291.

Such insurance shall be maintained from the time work first commences until completion of the work under this Agreement if an occurrence policy form is used. If a claims made policy is used, coverage shall be maintained during the contract term and for a period extending 5 years beyond the contract date. Contractor shall replace such certificates for policies expiring prior to completion of work under this agreement and shall continue to furnish certificates 4 years beyond the contract term, when Contractor has a claims made form(s). If Contractor, for any reason, fails to maintain insurance coverage which is required pursuant to this agreement, the same shall be deemed a material breach of contract. City, at its sole option, may terminate this agreement and/or obtain damages from the Contractor resulting from said breach.

Alternatively, City may purchase such required insurance coverage, and without further notice to Contractor, City may deduct from sums due to Contractor any premium costs advanced by City for such insurance.

This insuring provision, insofar as it may be adjudged to be against public policy or in violation of Insurance Code Section 11580.04, shall be void and unenforceable only to the minimum extent necessary so that the remaining terms of the insuring provisions herein may be within public policy and enforceable. 101

RFB-25-26-02, Stonebrook St. Culvert
At Packwood Creek June 26, 2025 33

ARTICLE IV - It is further expressly agreed by and between the City and the Contractor that should there be any conflict between the terms of this instrument and the bid or proposal of said Contractor, then this instrument shall control and nothing herein shall be considered as an acceptance of the said terms of said proposal conflicting with this instrument.

Executive Order N-6-22 – Russia Sanctions On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. The EO directs state agencies to terminate contracts with, and to refrain from entering any new contracts with, individuals or entities that are determined to be a target of Economic Sanctions. Accordingly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement. The State shall provide Contractor advance written notice of such termination, allowing Contractor at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State.

IN WITNESS WHEREOF, the parties have executed this agreement as of the date opposite their respective signatures.

CITY OF VISALIA

____________________________ _______
City Manager Date

CONTRACTOR

______________________________________
By: Authorized Agent Date

______________________________________
Print Name, Title
APPROVED AS TO FORM:

____________________________ _______
City Attorney Date

____________________________ _______
Risk Manager Date

____________________________ _______
Project Manager Date

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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0384 Agenda Date: 9/15/2025 Agenda #: 5.

Agenda Item Wording:

Authorization to Accept the ABC Grant - Confirm the Visalia Police Department’sgrant submission on September 12, 2025, and authorize the City of Visalia to accept, and if awarded appropriate, $30,000 and authorize Resolution 2025-68 for the Fiscal Year 2025-2026 California Department of Alcoholic Beverage Control (ABC) Grant Program.

Prepared by:

Police Chief Jason Salazar, 559-713-4215; [email protected]; Police Lieutenant Mona Whaley, 559-713-4105; [email protected]; Financial Analyst Liz Ybarra, 559-713-4250; [email protected] Department Recommendation:

Confirm the Visalia Police Department’sgrant submission on September 12, 2025, and authorize the City of Visalia to accept, and if awarded appropriate,e $30,000 and authorize Resolution 2025-68 for FY 2025-2026 California Department of Alcoholic Beverage Control (ABC) grant program.

Summary:

The Visalia Police Department plans on utilizing the funds to provide staffing and resources for one (1) year. It focuses on enforcement and training campaigns aimed at reducing sales of alcoholic beverages to minors at Alcoholic Beverage Control (ABC) licensed businesses. The evaluations of these operations throughout the year will include the success of enforcement actions and statistics showing the compliance rate for said establishments. The Department's objectives are to increase compliance through educational outreach, decrease calls for service regarding alcohol sales to minors, and an increase in merchant and public awareness regarding underage drinking. The Visalia Police Department will utilize media outlets to create merchant and public awareness. The Department plans to achieve these objectives by: (1) Providing education to ABC licensed establishments through the IMPACT program; (2) conducting an education/information campaign through media and social media outlets; (3) conducting enforcement details using the best and most promising practices and (4) training law enforcement officers regarding ABC enforcement and procedures.

The Visalia Police Department is committed to providing all necessary staff and resources to ensure that the grant is effectively managed. All proposed personnel assigned to manage this grant have lengthy experience in the writing, managing, and executing of grant projects. The Visalia Police Department will utilize a Police Sergeant to supervise the grant and up to four (4) Police officers to assist with the required enforcement and compliance operations. The officers assigned to assist with the grant are experienced with ABC enforcement and compliance.

Background Discussion:

The City of Visalia has 199 on-sale retail establishments and 113 off-sale establishments totaling 312 Visalia City Council Printed on 9/10/2025Page 1 of 2
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File #: 25-0384 Agenda Date: 9/15/2025 Agenda #: 5.
locations.

The grant, in cooperation with Alcoholic Beverage Control Agents and Visalia Code Enforcement Officers, enhances the abilities and resources available for compliance, enforcement and education campaign aimed at reducing alcohol related crimes and the sale of alcohol to minors at the 302 ABC licensed establishments with the City of Visalia. These grant operations have been successful in the past. The department’sexpectations are to see a decline in calls for service regarding alcohol sales to minors and an increase in merchant and public awareness regarding underage drinking.

Fiscal Impact:

If awarded, funds will be used for staff overtime. Reimbursement claims and progress reports will be submitted as required by the grant. The grant will reimburse the General Fund. A standard State contract will be executed.

Prior Council Action: N/A
Other: N/A
Alternatives: Do not accept the grant.

Recommended Motion (and Alternative Motions if expected):

Confirm the Visalia Police Department’sgrant submission on September 12, 2025, and authorize the City of Visalia to accept, and, if awarded, appropriate $30,000 and authorize Resolution 2025-68 for the FY 2025-2026 California Department of Alcoholic Beverage Control (ABC) Grant Program.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 9/15/2025
Attachments: Grant Guidelines.

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303 S. Johnson St. • Visalia, CA 93291 P 559.713.8117 W visalia.gov

Visalia Police Department

August 25, 2025

Diana Fouts-Guter, Grant Unit
Department of Alcoholic Beverage Control
3927 Lennane Drive, Suite 100
Sacramento, CA 95834

The Visalia Police Department appreciates the Department of Alcoholic Beverage Control accepting this letter of interest in the ABC-OTS Local Enforcement Grant. Specifically, the Visalia Police Department requests to be part of the Grant to conduct Minor Decoy operations, Shoulder Tap operations, and ABC IMPACT inspections to be administered during the period of October 1, 2025, through August 31, 2026.

The City of Visalia has 199 on-sale retail establishments and 113 off-sale establishments.

The Visalia Police Department is seeking a grant from the Alcoholic Beverage Control/Office of Traffic Safety in the amount of $30,000 to provide overtime staffing and resources for a compliance, enforcement and education campaign aimed at reducing alcohol related crimes and the sale of alcohol to minors at the 312 ABC licensed establishments with the City of Visalia.

The evaluations of these operations throughout the year will include the success of enforcement actions and statistics showing the compliance rate for said establishments. The department’s expectations are to see a decline in calls for service regarding alcohol sales to minors and an increase in merchants and public awareness regarding underage drinking.

Goals and Objectives

1. Provide education to ABC licensed establishments through the IMPACT program.

2. Conduct an education/information campaign through media and social media outlets.

3. Conduct enforcement details using the best and most promising practices.

4. Train law enforcement officers regarding ABC enforcement and procedures.

The Visalia Police Department is willing to engage in Minor Decoy, Shoulder Tap, IMPACT inspections, and a Media Press release campaign during the term of the agreement and has the support of the local prosecutor.

Respectfully submitted,

Mona Whaley, Lieutenant
Visalia Police Department
559-713-4105
[email protected]
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303 S. Johnson St. • Visalia, CA 93291 P 559.713.8117 W visalia.gov

Visalia Police Department

OTS Crash Rankings Results
Agency Year County Group Population (Avg) DVMT
Visalia 2022 TULARE COUNTY B 142968 1183.0955

TYPE OF CRASH VICTIMS KILLED & INJURED OTS RANKING
Total Fatal and Injury 467 48/61
Alcohol Involved 41 51/61
Had Been Drinking Driver < 21 2 47/61
Had Been Drinking Driver 21 – 34 20 47/61
Motorcycles 15 58/61
Pedestrians 47 24/61
Pedestrians < 15 8 4/61
Pedestrians 65+ 7 26/61
Bicyclists 24 41/61
Bicyclists < 15 4 23/61
Composite 194 55/61

TYPE OF CRASH FATAL & INJURY CRASHES OTS RANKING
Speed Related 59 51/61
Nighttime (9:00pm – 2:59am) 42 47/61
Hit and Run 30 47/61

TYPE OF

ARRESTS ARRESTS OTS
RANKING*
DUI Arrests 311 44/61
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303 S. Johnson St. • Visalia, CA 93291 P 559.713.8117 W visalia.gov

Visalia Police Department

Personnel and Budget

Personnel:
 1 – Sergeant Overtime Rate: $119.89/hr. Benefit Rate: 7.5% Total Hourly O.T. Rate:
$128.88
o Hours Assigned to the Project:56 hours.
 4 – Officers Overtime Rate: $94.38/hr. Benefit Rate: 7.5% Total Hourly O.T. Rate:
$101.46
o Hours Assigned to the Project: 56 hours/ea.

Budget Category and Line-Item
Detail Cost
Personnel Services – Overtime $27,900
Personnel Services – Benefits $2,100
Total Personnel Services $30,000
Total Budget Detail, All Categories $30,000

All personnel assigned to the project have participated in past ABC Grants awarded to the Visalia Police Department. The project will be administered as overtime details. The hours indicated will be broken down into individual details to be conducted in accordance with the goals and objectives of the Grant and with ABC oversight.

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RESOLUTION NO. 2025-68

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA

AUTHORIZING THE VISALIA POLICE DEPARTMENT

TO USE ABC-OTS LOCAL GRANT FUNDS AS RESOLVED BELOW

WHEREAS, The City of Visalia desires to accept ABC-OTS Local Enforcement Grant from the California Department of Alcoholic Beverage Control’s (ABC), funded by the Office of Traffic Safety (OTS), through the National Highway Traffic Safety (NHTSA) in the amount of $30,000. The Visalia Police Department will utilize the funds for Minor Decoy Program, Shoulder Tap Program, IMPACT Program and Holiday Enforcement effective October 1, 2025, through August 31, 2026.

NOW, THEREFORE, BE IT RESOLVED that the Chief of Police for the City of Visalia is authorized to execute on behalf of the Council of the City of Visalia the attached contract, including any extensions or amendments thereof and any subsequent contract with the State in relation thereto.

IT IS AGREED that any liability arising out of the performance of this contract, including civil court actions for damages, shall be the responsibility of the grant recipient and the authorizing agency. The State of California and ABC disclaim responsibility for any such liability.

BE IT FURTHER RESOLVED that grant funds received hereunder shall not be used to supplant expenditures controlled by this body.

PASSED AND ADOPTED: SEPTEMBER 15, 2025, LESLIE CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )

I, Leslie Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-68 passed and adopted by the Council of the City of Visalia at a regular meeting held on September 15, 2025.

Dated: 9/15/2025 Leslie Caviglia, CITY CLERK

By: Reyna Rivera, Chief Deputy City Clerk

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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0386 Agenda Date: 9/15/2025 Agenda #: 6.

Agenda Item Wording:

Abandonment of Easements - Adopt Resolution No. 2025-67 ordering the summary vacation and abandonment of a public utility easement and pedestrian access easement within Parcels 2 and 3 of Parcel Map No. 5438; and, further authorize the City Manager to execute the necessary documents to complete the abandonment.

Prepared by:

Edelma Gonzalez, Associate Engineer, [email protected], (559) 713-4364 Adrian Rubalcaba, Sr. Project Manager, [email protected], (559)713-4507 Jason Huckleberry, Engineering & Building Department Director, [email protected], (559)713-4495 Department Recommendation:

Staff recommends adopting Resolution No. 2025-67 ordering the vacation and abandonment of a portion of a public utility easement and pedestrian access easement within Parcels 2 and 3 of Parcel Map No. 5438, located near the northeast corner of Shirk Street and Riggin Avenue, and further authorizing the City Manager to execute the necessary documents to complete the abandonment.

Summary:

Costco Wholesale Corporation (Costco) is developing a retail warehouse, car wash, and fueling station located near the northeast corner of Shirk Street and Riggin Avenue. As part of the conditions of approval of their tentative parcel map (TPM 2023-04) and development plan, both onsite and offsite improvements were required which included a traffic signal on Shirk Street at the entrance serving their site. The easements established with the recording of parcel map do not fully cover the area needed for the signal’s installation and maintenance. To address this, Costco is requesting abandonment of the existing easements and providing separate easement dedications to the city to meet the requirements.

Background Discussion:

City Council approved the recordation of TPM 2023-04 on October 7, 2024, and the map was subsequently recorded with Tulare County Records as Parcel Map No. 5438. The conditions of approval of the parcel map required the construction of both onsite and offsite improvements. The recorded parcel map dedicated easements for the traffic signal. As part of the onsite improvements, Costco is installing underground and surface infrastructure to serve an approximately 160,000- square-foot retail warehouse, a car wash, and a fuel station, to be located within Parcels 1, 2, and 3 of Parcel Map No. 5438, respectively.

As part of the offsite public frontage improvements along Shirk Street, a traffic signal at the secondary access entrance serving the Costco site was identified to be installed. Staff have determined that the recorded easement areas within Parcels 2 and 3 of Parcel Map No. 5438 do not fully encompass the area required for installation and ongoing maintenance of the traffic signal structures, mechanical systems, and electrical equipment. To resolve this deficiency, Costco Wholesale Corporation is requesting abandonment of the existing public utility easement and Visalia City Council Printed on 9/10/2025Page 1 of 3
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File #: 25-0386 Agenda Date: 9/15/2025 Agenda #: 6.

Wholesale Corporation is requesting abandonment of the existing public utility easement and pedestrian access easement within Parcels 2 and 3 of Parcel Map No. 5438, further delineated in Attachment “A,”and providing new easement dedications that adequately cover the areas necessary for the public purposes. The proposed revised easements are depicted in Attachment “B,”attached hereto for reference.

The vacation and abandonment of the easements meet the provisions for use of summary proceedings with no public hearing or public posting as prescribed in the California Streets and Highways Code. A local agency may summarily vacate or terminate a public service easement in any of the following cases stated in Section 8333 under Chapter 4 (Summary Vacation) of Part 3 (Public Streets, Highways, and Service Easements Vacation Law) of Division 9 (Change of Grade and Vacation) of the California Streets and Highways Code:
a) The easement has not been used for the purpose for which it was dedicated or acquired for five consecutive years immediately preceding the proposed vacation. b) The date of dedication or acquisition is less than five years, and more than one year, immediately preceding the proposed vacation, and the easement was not used continuously since that date.
c) The easement has been superseded by relocation, or determined to be excess by the easement holder, and there are no other public facilities located within the easement.

Under paragraph “c”of the referenced California Streets and Highways Code; the easements have been superseded by relocation or determined to be excess by the easement holder and there are no other public facilities located within the easement.

Fiscal Impact: No impacts anticipated.

Prior Council Action: On October 7, 2024, Council approved for recordation of Parcel Map 5438.

Other: N/A
Alternatives: Council may elect to deny request to vacate a portion of public service easement within parcel 2 and 3 of parcel map no. 5438, located east of Shirk Street, north of Riggin Avenue.

Recommended Motion (and Alternative Motions if expected):

I move to adopt Resolution No. 2025-67 ordering the summary vacation and abandonment of a public utility easement and pedestrian access easement within Parcels 2 and 3 of Parcel Map No. 5438 and further authorize the City Manager to execute the necessary documents to complete the abandonment.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 9/15/2025
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File #: 25-0386 Agenda Date: 9/15/2025 Agenda #: 6.

Attachments:

1. Location Map

2. Attachment A - Location of the vacated easements

3. Attachment B - Location of the revised easements

4. Parcel Map 5438

5. Resolution
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EXHIBIT "A"LEGAL DESCRIPTIONS OF VACATED EASEMENTS
A.P.N. 077-100-110 PAGE 1 OF 6
THAT PORTION OF PARCEL 2 OF PARCEL MAP NO. 5438, IN THE CITY OF VISALIA, COUNTY OF TULARE, STATE OF CALIFORNIA, AS PER MAP RECORDED NOVEMBER 12, 2024 AS DOCUMENT NO. 2024-0057202, IN BOOK 55, PAGE 46 OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, DESCRIBED AS FOLLOWS:BEGINNING AT THE SOUTHWEST CORNER OF SAID PARCEL 2, SAID CORNER BEING A POINT ON A LINE THAT IS PARALLEL WITH AND 77.50 FEET EASTERLY OF THE CENTERLINE OF SHIRK STREET;THENCE NORTHWEST ALONG SAID PARALLEL LINE AND THE WESTERLY LINE OF SAID PARCEL 2,25.82 FEET;THENCE LEAVING SAID WESTERLY LINE, SOUTH 45°0525EAST, 14.14 FEET;THENCE SOUTH 00°0353EAST, 15.84 FEET TO A POINT ON THE SOUTHERLY LINE OF SAID PARCEL 2;THENCENORTHWEST ALONG SAID SOUTHERLY LINE,10.00FEET TO THE POINT OF BEGINNING.CONTAINING 208 SQUARE FEET, MORE OR LESS.AS SHOWN ON EXHIBIT "B" ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.Armando D. DuPont, L.S. 7780August 6, 2025 113
A.P.N. 077-100-111 PAGE 2 OF 6
THAT PORTION OF PARCEL 3 OF PARCEL MAP NO. 5438, IN THE CITY OF VISALIA, COUNTY OF TULARE, STATE OF CALIFORNIA, AS PER MAP RECORDED NOVEMBER 12, 2024 AS DOCUMENT NO. 2024-0057202, IN BOOK 55, PAGE 46 OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, DESCRIBED AS FOLLOWS:BEGINNING AT AN ANGLE POINT IN THE WESTERLY LINE OF SAID PARCEL 3, SAID ANGLE POINT BEING A POINT ON A LINE THAT IS PARALLEL WITH AND 67.00 FEET EASTERLY OF THE CENTERLINE OF SHIRK STREET, SAID POINT ALSO BEING THE NORTHERLY TERMINUS OF THAT CERTAIN COURSE SHOWN AS PARALLEL WITH AND 11.00 FEET SOUTHERLY OF THE NORTHERLY LINE OF SAID PARCEL 3;PARALLEL WITH AND 63.23 FEET EASTERLY OF SAID WESTERLY LINE OF PARCEL 3;IS PARALLEL WITH AND 20.00 FEET SOUTHERLY OF SAID NORTHERLY LINE OF PARCEL 3;WESTERLY LINE OF PARCEL 3;CONTAINING 566 SQUARE FEET, MORE OR LESS.AS SHOWN ON EXHIBIT "B" ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.Armando D. DuPont, L.S. 7780August 6, 2025 114
A.P.N. 077-100-111 PAGE 3 OF 6
THAT PORTION OF PARCEL 3 OF PARCEL MAP NO. 5438, IN THE CITY OF VISALIA, COUNTY OF TULARE, STATE OF CALIFORNIA, AS PER MAP RECORDED NOVEMBER 12, 2024 AS DOCUMENT NO. 2024-0057202, IN BOOK 55, PAGE 46 OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, DESCRIBED AS FOLLOWS:BEGINNING AT AN ANGLE POINT IN THE WESTERLY LINE OF SAID PARCEL 3, SAID ANGLE POINT BEING A POINT ON A LINE THAT IS PARALLEL WITH AND 67.00 FEET EASTERLY OF THE CENTERLINE OF SHIRK STREET, SAID POINT ALSO BEING THE NORTHERLY TERMINUS OF THAT CERTAIN COURSE SHOWN AS OF SAID PARCEL 3;FEET SOUTHERLY OF SAID NORTHERLY LINE OF PARCEL 3;LINE OF PARCEL 3;CONTAINING 346 SQUARE FEET, MORE OR LESS.AS SHOWN ON EXHIBIT "B" ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.Armando D. DuPont, L.S. 7780August 6, 2025 115
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EXHIBIT "A"LEGAL DESCRIPTION OF NORTH EASEMENT AREA
A.P.N. 077-100-110 PAGE 1 OF 2
THAT PORTION OF PARCEL 2 OF PARCEL MAP NO. 5438, IN THE CITY OF VISALIA, COUNTY OF TULARE, STATE OF CALIFORNIA, AS PER MAP RECORDED NOVEMBER 12, 2024 AS DOCUMENT NO. 2024-0057202, IN BOOK 55, PAGE 46 OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, DESCRIBED AS FOLLOWS:BEGINNING AT THE SOUTHWEST CORNER OF SAID PARCEL 2, SAID CORNER BEING A POINT ON A LINE THAT IS PARALLEL WITH AND 77.50 FEET EASTERLY OF THE CENTERLINE OF SHIRK STREET;THENCE NORTHWEST ALONG SAID PARALLEL LINE AND THE WESTERLY LINE OF SAID PARCEL 2,30.20 FEET TO AN ANGLE POINT IN SAID WESTERLY LINE;THENCE LEAVING SAID WESTERLY LINE, SOUTHEAST, 23.55 FEET;THENCE SOUTHEAST, 13.18 FEET TO A POINT ON THE SOUTHERLY LINE OF SAID PARCEL 2;THENCENORTHWEST ALONG SAID SOUTHERLY LINE,16.23FEET TO THE POINT OF BEGINNING.CONTAINING 352 SQUARE FEET, MORE OR LESS.AS SHOWN ON EXHIBIT "B" ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.Armando D. DuPont, L.S. 7780August 6, 2025 119
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EXHIBIT "C"LEGAL DESCRIPTION OF SOUTH EASEMENT AREA
A.P.N. 077-100-111 PAGE 1 OF 2
THAT PORTION OF PARCEL 3 OF PARCEL MAP NO. 5438, IN THE CITY OF VISALIA, COUNTY OF TULARE, STATE OF CALIFORNIA, AS PER MAP RECORDED NOVEMBER 12, 2024 AS DOCUMENT NO. 2024-0057202, IN BOOK 55, PAGE 46 OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, DESCRIBED AS FOLLOWS:BEGINNING AT AN ANGLE POINT IN THE WESTERLY LINE OF SAID PARCEL 3, SAID ANGLE POINT BEING A POINT ON A LINE THAT IS PARALLEL WITH AND 67.00 FEET EASTERLY OF THE CENTERLINE OF SHIRK STREET, SAID POINT ALSO BEING THE NORTHERLY TERMINUS OF THAT CERTAIN COURSE SHOWN AS OF SAID PARCEL 3;FEET SOUTHERLY OF SAID NORTHERLY LINE OF PARCEL 3;LINE OF PARCEL 3;CONTAINING 1,267 SQUARE FEET, MORE OR LESS.AS SHOWN ON EXHIBIT "D" ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.Armando D. DuPont, L.S. 7780August 6, 2025 121
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RESOLUTION NO. 2025-67

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA VACATING A PORTION OF PUBLIC SERVICE EASEMENTS WITHIN PARCELS 2 AND 3 OF PARCEL MAP NO. 5438

WHEREAS, pursuant to the Parcel Map as recorded in the office of the Tulare County Recorder on November 12, 2024, as Document No. 2024-0057202, in Book 55, Page 46 of Parcel Maps (“Parcel Map”), the City of Visalia (“City”) accepted dedication in portions of Parcels 2 and 3 of easements for traffic signal, pedestrian access, and public utility purposes, this area is referred to herein as the “Vacated Easements”; and WHEREAS, the City and the property owner, after review has determined that the location and configuration of the easement should be slightly revised (the “Revised Easements”); and
WHEREAS, the Revised Easements improve the usefulness of the easements for purposes they serve, and
WHEREAS, the portions of the previously accepted easements, the Vacated Easements, described in Exhibit A hereto and depicted in attached Exhibit B hereto are no longer needed by the City due to the Revised Easements; and WHEREAS, the property owner and the City are entering into a separate Easement Agreement conveying the Revised Easements to the City to serve the purposes of the Vacated Easements; and
WHEREAS, the Revised Easements make the Vacated Easements unnecessary for present or prospective use, the Vacated Easements have been superseded by relocation; and
WHEREAS, the City Council of the City of Visalia may vacate all or part of a street, highway, or public service easement pursuant to the Public Streets, Highways, and Service Easements Vacation Law (State of California Streets & Highways Code, § 8300 et seq.); and
WHEREAS, the summary vacation proceedings are to be conducted pursuant to the provision in § 8330 – 8336, Chapter 4 of Part 3, Division 9, entitled “Summary Vacation”, of the State of California Streets & Highways Code; and WHEREAS, City staff have determined that no other entities have any right, title, or interest in the area being proposed to be vacated; and
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NOW THEREFORE, BE IT ORDERED, by the City Council of the City of Visalia:

1. That the Vacated Easements described in attached Exhibit A and depicted in attached Exhibit B are unnecessary for present or prospective use because the easement locations are superseded by relocation and with this relocation the Vacated Easements are not needed for municipal purposes, and there are no public facilities within the Vacated Easements.

2. A public hearing is not required, and the use of a summary proceeding is allowed for the Vacated Easements under Chapter 4 of Part 3 of Division 9 of the Streets & Highways Code and Section 8333(c) thereof, which allows the summary vacation of a public service easement that has been superseded by relocation or determined to be in excess by the easement holder, and there are no other public facilities within the easement.

3. The City Council further determined that the provisions of Government Code § 65402 concerning the administration of the general plan over streets, highways, and public service easements, does not apply to this abandonment as it is a project of a minor nature slightly shifting the location of the planned public improvements.

4. From and after the date this resolution is recorded, the Vacated Easements shall be considered vacated and abandoned.

PASSED AND ADOPTED: September 15, 2025 Leslie B. Caviglia, CITY CLERK

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )

I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2025-67 passed and adopted by the Council of the City of Visalia at a regular meeting held on September 15, 2025.

Dated: September 15, 2025 Leslie B. Caviglia, CITY CLERK

By Reyna Rivera, Chief Deputy City Clerk

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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0389 Agenda Date: 9/15/2025 Agenda #: 7.

Agenda Item Wording:

Accept the City of Visalia Cash and Investment Report - Accept the City of Visalia Cash and Investment Report for the fourth quarter of the fiscal year which consists of months April, May, and June 2025.

Prepared by: Jason Montgomery, Financial Analyst 713-4425 [email protected], Renee Nagel, Finance & Technology Director 713-4375 [email protected] Department Recommendation: Staff recommends that the Council accept the City of Visalia Cash and Investment Report for the fourth quarter of the fiscal year which consists of months April, May, and June of 2025.

Summary:

The City accumulates significant cash assets before they are spent on a variety of governmental operations. For example, several large capital projects have accumulated substantial cash as they approach the start of the projects in the near future, or in some cases, have already begun. Some of these projects are the Eastside Park-Basin G, cape seal of various streets, Shirk Street improvements, and the major rehab of Caldwell Avenue from Santa Fe to Lovers Lane. Some examples of large projects that cash has been accumulated for that have not started are the Civic Center Phase 2 project, and any potential mandated upgrades to the Water Reclamation Facility.

The quarterly investment report is intended to inform the City Council and community about the status of City investments and holds staff accountable for the investment and management of these funds
Background Discussion:

The City’sinvestments are diversified by the various maturities and credit types which are allowed under the City’sInvestment Policy and California Government Code Section 53600 et seq. It is the policy of the City to invest public funds in a manner which will provide the greatest security with the maximum investment return while meeting the daily cash flow demands of the City and conforming to all state and local statutes governing the investment of public funds.

The City continues to be conservative and prudent with the investment objectives, which in order of priority is safety, liquidity, and yield, while maintaining compliance with federal, state, and local laws and regulations. These investments will enable the City to meet expenditure requirements for the next six months, as required by state law.

Economic Outlook
On June 30, 2025, the national unemployment rate was 4.1%. The Consumer Price Index was at

2.67%, an increase from the March 2025 rate of 2.39%. At its July 30, 2025 meeting, the Federal Open Market Committee (FOMC) kept the Federal Funds Rate (the rate at which institutions borrow and lend overnight funds to each other) at the current range of 4.25% to 4.50% as they stated that Visalia City Council Printed on 9/11/2025Page 1 of 4
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File #: 25-0389 Agenda Date: 9/15/2025 Agenda #: 7.
and lend overnight funds to each other) at the current range of 4.25% to 4.50% as they stated that uncertainty about the economic outlook remains elevated.

Movements of the Federal Funds Rate are closely linked to Treasury Security rates; as the Federal Funds Rate decreases, typically so do Treasury Security rates. Treasury Securities are investments that the City can purchase and are key benchmarks for other financial assets that the City can purchase (i.e.: Federal Agency’s). Table I shows the rate comparison of the Federal Funds Rate and short-term Treasury Securities between the third and fourth quarters of the fiscal year as well as recent rates. Since March, rates have come down. The City remains laddered across all maturities.

March 2025
(3rd Quarter-FY24/25)
June 2025
(4th Quarter-FY24/25) August 29, 2025
Federal Funds Rate 4.25% - 4.50% 4.25% - 4.50% 4.25% - 4.50% 6 month Treasury 4.22% 4.24% 3.97%
1 year Treasury 4.02% 3.96% 3.83%
2 year Treasury 3.88% 3.72% 3.61%
3 year Treasury 3.88% 3.69% 3.58%
4 year Treasury 3.92% 3.75% 3.63%
5 year Treasury 3.95% 3.80% 3.69%
Table I
Portfolio Performance
The June 30, 2025 investment portfolio managed balance was $643,035,568.

The earnings rate as of June 30, 2025 was 3.87%. Key benchmarks and performance statistics for the City’s portfolio are shown inTable II, Managed Portfolio Performance Statistics.

Table II: Managed Portfolio Performance Statistics (dollars in millions) Quarter Ending Portfolio Balance
City Monthly
Portfolio Rate

LAIF & CAMP
Balance LAIF Rate
2 YR
Treasury
Weighted Average
Maturity (WAM)
March 2025 $609.4 3.85% $64.1 4.34% 3.88% 673 Days
June 2025 $643.0 3.87% $67.8 4.27% 3.72% 703 Days
Fiscal Year Average
2024/2025 $609.9 3.82% 4.42%
The following Charts I and II show the portfolio ladder and distribution as of June 30, 2025. The portfolio ladder (Chart I - Maturity Ladder) shows the City’s investments based on when they are to mature (ie. 1 year and under, 1-2 years, 2-3 years, etc…). The City invests in different maturity dates to take advantage of different earnings rates (usually the longer the maturity, the higher the earning rate) as well as to spread out maturities so that the proceeds are reinvested at regular intervals. In addition, the City will keep funds needed for operating costs in short-term maturities, while investing funds in longer term maturities for those funds that are not yet needed (future projects). Chart II - Maturity Distribution shows what percent each maturity level is of the total investment portfolio.

Visalia City Council Printed on 9/11/2025Page 2 of 4
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File #: 25-0389 Agenda Date: 9/15/2025 Agenda #: 7.

Chart I: Maturity Ladder included in the attachment
· Note: Percent above each bar represents the average interest earnings rate for that maturity level Chart II: Maturity Distribution included in the attachment Table III: 4th Quarter Investment Activity, shows investment activity for the quarter (April 2025 - June 2025).

Table III: 4th Quarter Investment Activity

TYPE YIELD COUPON AMOUNT MATURITY DATE

PURCHASE
DATE
Maturities
Citigroup Corporate 4.70% 2.33% 3,000,000$ 04/01/2025 10/25/2022 Federal Home Loan Bank Agency 5.22% 5.20% 3,000,000 04/09/2025 04/30/2024 Federal National Mortgage Assn. Agency 0.59% 0.63% 2,000,000 04/22/2025 02/26/2021 Federal National Mortgage Assn. Agency 3.15% 0.63% 2,000,000 04/22/2025 08/12/2022 Federal National Mortgage Assn. Agency 5.23% 0.63% 2,000,000 04/22/2025 05/02/2024 Federal Farm Credit Agency 2.75% 2.75% 5,000,000 04/25/2025 04/25/2022 Federal Home Loan Bank Agency 4.50% 5.20% 3,000,000 04/25/2025 09/12/2024 Citigroup Corporate 4.00% 4.00% 5,000,000 05/13/2025 05/13/2022 University of California Revenue Muni 4.20% 2.59% 2,000,000 05/15/2025 04/26/2023 University of California Revenue Muni 5.00% 5.79% 2,140,000 05/15/2025 08/11/2023 John Deere Capital Corp. Corporate 5.18% 3.40% 2,000,000 06/06/2025 09/05/2023 Federal Home Loan Bank Agency 4.97% 4.75% 2,000,000 06/13/2025 07/13/2023 Federal Home Loan Bank Agency 4.79% 5.13% 2,000,000 06/13/2025 07/18/2023 Federal Home Loan Bank Agency 0.52% 0.63% 2,000,000 06/13/2025 07/22/2021 Federal National Mortgage Assn. Agency 0.46% 0.50% 2,000,000 06/17/2025 10/30/2020 Federal Farm Credit Agency 4.96% 4.63% 2,000,000 06/20/2025 07/25/2023 Federal Farm Credit Agency 5.07% 5.00% 2,000,000 06/25/2025 06/25/2024 43,140,000$
Purchases
U.S. Treasury Treasury 3.80% 3.88% 2,000,000$ 03/31/2027 04/02/2025 U.S. Treasury Treasury 3.80% 3.63% 2,000,000 03/31/2028 04/02/2025 U.S. Treasury Treasury 3.85% 4.13% 2,000,000 03/31/2029 04/02/2025 U.S. Treasury Treasury 3.87% 4.63% 5,000,000 04/30/2029 04/23/2025 U.S. Treasury Treasury 3.94% 4.00% 5,000,000 03/31/2030 04/23/2025 CA ST Public Works Board Lease RevenueMuni 4.15% 4.45% 2,000,000 04/01/2027 04/24/2025 Federal Home Loan Bank Agency 3.98% 4.00% 3,000,000 04/17/2026 04/24/2025 Federal Farm Credit Agency 3.83% 3.88% 3,000,000 04/07/2027 04/24/2025 Federal Farm Credit Agency 3.91% 3.88% 3,000,000 04/23/2029 04/24/2025 CA ST Public Works Board Lease RevenueMuni 4.35% 4.88% 3,300,000 04/01/2029 04/28/2025 Walmart Inc. Corporate 4.13% 2.38% 4,000,000 09/24/2029 04/28/2025 U.S. Treasury Treasury 3.86% 3.75% 5,000,000 04/15/2026 04/29/2025 U.S. Treasury Treasury 3.68% 4.50% 5,000,000 05/15/2027 04/29/2025 Costco Corporate 4.22% 1.60% 5,000,000 04/20/2030 05/05/2025 University of California Revenue Muni 4.40% 1.61% 5,000,000 05/15/2030 05/15/2025 U.S. Treasury Treasury 4.04% 3.88% 4,000,000 04/30/2030 05/16/2025 U.S. Treasury Treasury 3.94% 3.63% 3,000,000 05/31/2028 05/29/2025 U.S. Treasury Treasury 4.01% 4.50% 3,000,000 05/31/2029 05/29/2025 University of California Revenue Muni 4.07% 3.17% 3,000,000 05/15/2029 06/18/2025 University of California Revenue Muni 4.23% 3.27% 4,000,000 05/15/2030 06/18/2025 71,300,000$
Visalia City Council Printed on 9/11/2025Page 3 of 4
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File #: 25-0389 Agenda Date: 9/15/2025 Agenda #: 7.

Fiscal Impact: n/a
Prior Council Action: City of Visalia Cash and Investment Reports are reviewed and accepted quarterly.

Other: n/a
Alternatives: n/a
Recommended Motion (and Alternative Motions if expected):

Move to accept the City of Visalia Cash and Investment Report for the fourth quarter of the fiscal year which consists of months April, May, and June of 2025.

Environmental Assessment Status: n/a
CEQA Review: n/a
Deadline for Action: n/a
Attachments: Attachment #1, Chart 1 and Chart 2 referenced in Staff Report; Attachment #2, City of Visalia Cash and Investment Summary; Attachment #3, City of Visalia Investment Report by Maturity Date
Visalia City Council Printed on 9/11/2025Page 4 of 4
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Chart 1 and Chart 2 referenced in staff report

Chart I
Maturity Ladder

 Note: Percent above each bar represents the average interest earnings rate for that maturity level

Chart II
Maturity Distribution

132
Attachment #1

% of
Security Investments Par Value Book Value Market Value Portfolio Yield Medium-Term Corporate Bonds 93,086,000$ 91,138,644$ 91,138,644$ 14.17% Agency's 170,976,000 170,942,561 170,942,561 26.58% U.S. Treasury's 130,000,000 129,720,000 129,720,000 20.17% Municipal Bonds 187,995,000 183,268,701 183,268,701 28.50% Total Security Investments 582,057,000$ 575,069,906$ 575,069,906$ 89.43% Other Investments
Local Agency Investment Fund (LAIF) 20,303,477$ 20,303,477$ 20,303,477$ 3.16% California Asset Management Program (CAMP) 47,528,937 47,528,937 47,528,937 7.39% Local Bonds 133,248 133,248 133,248 0.02% Total Other Investments 67,965,662$ 67,965,662$ 67,965,662$ 10.57% Total Investments 650,022,662$ 643,035,568$ 643,035,568$ 100.0% 3.87% Cash with Fiscal Agents
US Bank 2015 COP (VECC Loan) 18,254$
US Bank 2003 East Visalia RDA 541,454
Accel (Workers Comp Excess Liability Deposit)-estimate 82,255 Delta Dental (Dental Prefunding)-estimate 60,700
Keenan & Associates (Workers Comp Prefunding)-estimate 488,346 Total Cash with Fiscal Agents 1,191,009$
Cash in Banks and Other Cash
Citizens Business Bank (Sweep and Operating)-estimate 3,600,277$ Petty Cash - Various City Offices 11,550
Total Cash in Banks and Other Cash 3,611,827$
Total Cash and Investments 647,838,404$
City of Visalia
Cash and Investment Summary
Quarter Ended June 30, 2025
133
Attachment #2

Investments Type Par Value Book Value Market Value Coupon Yield % of
Portfoli
o Maturity
S&P/Moody's
Credit Rating
Days to
Maturity
Los Angeles School District Muni 3,345,000.00$ 3,345,000.00$ 3,345,000.00$ 1.25% 1.09% 0.52% 07/01/25 Aa2 1 University of California Revenue Muni 3,000,000.00$ 3,000,000.00$ 3,000,000.00$ 3.06% 4.70% 0.47% 07/01/25 AA 1 University of California Revenue Muni 3,000,000.00$ 3,000,000.00$ 3,000,000.00$ 3.06% 5.10% 0.47% 07/01/25 AA 1 JP Morgan Chase Co. Corporate 1,450,000.00$ 1,449,449.00$ 1,449,449.00$ 3.90% 1.07% 0.23% 07/15/25 A 15 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,995,640.00$ 1,995,640.00$ 0.38% 4.88% 0.31% 07/21/25 AA+ 21 Federal Home Loan Mortgage Corporation Agency 2,996,000.00$ 2,989,468.72$ 2,989,468.72$ 0.38% 0.46% 0.46% 07/21/25 AA+ 21 Los Angeles Commty College Muni 5,000,000.00$ 4,985,200.00$ 4,985,200.00$ 0.77% 0.97% 0.78% 08/01/25 AA+ 32 Pittsburg CA Unified School District Muni 4,375,000.00$ 4,373,031.25$ 4,373,031.25$ 4.15% 5.00% 0.68% 08/01/25 A1 32 U.S. Treasury Treasury 2,000,000.00$ 1,996,580.00$ 1,996,580.00$ 3.13% 4.38% 0.31% 08/15/25 Aaa 46 Federal National Mortgage Association Agency 2,000,000.00$ 1,987,740.00$ 1,987,740.00$ 0.38% 5.14% 0.31% 08/25/25 AA+ 56 Federal National Mortgage Association Agency 2,000,000.00$ 1,987,740.00$ 1,987,740.00$ 0.38% 3.99% 0.31% 08/25/25 AA+ 56 San Jose Community College District Muni 1,250,000.00$ 1,251,525.00$ 1,251,525.00$ 5.00% 4.80% 0.19% 09/01/25 AA+ 63 Federal Home Loan Bank Agency 2,000,000.00$ 1,985,780.00$ 1,985,780.00$ 0.38% 3.99% 0.31% 09/04/25 AA+ 66 WalMart Inc. Corporate 3,000,000.00$ 2,997,300.00$ 2,997,300.00$ 3.90% 4.11% 0.47% 09/09/25 AA 71 John Deere Capital Corp. Corporate 2,000,000.00$ 1,995,180.00$ 1,995,180.00$ 3.40% 4.27% 0.31% 09/11/25 A 73 Federal Home Loan Bank Agency 3,000,000.00$ 2,983,680.00$ 2,983,680.00$ 1.75% 1.33% 0.46% 09/12/25 AA+ 74 Los Angeles School District Muni 5,000,000.00$ 4,971,100.00$ 4,971,100.00$ 1.54% 1.58% 0.77% 09/15/25 AA- 77 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,981,780.00$ 1,981,780.00$ 0.38% 0.44% 0.31% 09/23/25 AA+ 85 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,981,780.00$ 1,981,780.00$ 0.38% 0.90% 0.31% 09/23/25 AA+ 85 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,981,780.00$ 1,981,780.00$ 0.38% 3.94% 0.31% 09/23/25 AA+ 85 Federal Home Loan Mortgage Corporation Agency 2,000,000.00$ 1,980,960.00$ 1,980,960.00$ 0.55% 0.55% 0.31% 09/30/25 AA+ 92 CA ST Muni 3,000,000.00$ 3,008,670.00$ 3,008,670.00$ 5.50% 4.74% 0.47% 10/01/25 AA- 93 Procter & Gamble Co. Corporate 3,000,000.00$ 2,963,640.00$ 2,963,640.00$ 0.55% 0.69% 0.46% 10/29/25 AA- 121 CA State Muni 2,000,000.00$ 1,991,500.00$ 1,991,500.00$ 3.00% 0.70% 0.31% 11/01/25 AA- 124 CA State University Muni 5,555,000.00$ 5,490,839.75$ 5,490,839.75$ 0.89% 1.63% 0.85% 11/01/25 AA- 124 CA ST Public Works Board Lease Revenue Muni 1,515,000.00$ 1,514,621.25$ 1,514,621.25$ 4.38% 4.50% 0.24% 11/01/25 A+ 124 Federal National Mortgage Association Agency 2,000,000.00$ 1,973,600.00$ 1,973,600.00$ 0.50% 0.68% 0.31% 11/07/25 AA+ 130 Federal National Mortgage Association Agency 2,000,000.00$ 1,973,600.00$ 1,973,600.00$ 0.50% 1.13% 0.31% 11/07/25 AA+ 130 U.S. Bancorp Corporate 3,000,000.00$ 2,991,270.00$ 2,991,270.00$ 3.95% 0.75% 0.47% 11/17/25 A 140 Federal Home Loan Bank Agency 2,000,000.00$ 2,001,300.00$ 2,001,300.00$ 4.50% 4.22% 0.31% 12/12/25 AA+ 165 Federal Home Loan Bank Agency 2,000,000.00$ 2,001,300.00$ 2,001,300.00$ 4.50% 4.08% 0.31% 12/12/25 AA+ 165 Federal Farm Credit Agency 2,000,000.00$ 1,999,580.00$ 1,999,580.00$ 4.25% 4.26% 0.31% 12/19/25 AA+ 172 Toyota Motor Credit Corporate 2,000,000.00$ 1,963,720.00$ 1,963,720.00$ 0.80% 4.85% 0.31% 01/09/26 A+ 193 Federal Farm Credit Agency 2,000,000.00$ 1,996,620.00$ 1,996,620.00$ 4.00% 4.00% 0.31% 01/13/26 AA+ 197 John Deere Capital Corp. Corporate 3,000,000.00$ 2,942,130.00$ 2,942,130.00$ 0.70% 0.74% 0.46% 01/15/26 A 199 Federal Farm Credit Agency 3,000,000.00$ 3,012,240.00$ 3,012,240.00$ 5.00% 5.03% 0.47% 01/29/26 AA+ 213 U.S. Treasury Treasury 4,000,000.00$ 3,999,840.00$ 3,999,840.00$ 4.25% 4.14% 0.62% 01/31/26 Aaa 215 Federal Farm Credit Agency 3,000,000.00$ 2,997,150.00$ 2,997,150.00$ 4.13% 4.08% 0.47% 02/23/26 AA+ 238 U.S. Treasury Treasury 3,000,000.00$ 3,008,340.00$ 3,008,340.00$ 4.63% 4.07% 0.47% 02/28/26 Aaa 243 Federal Farm Credit Agency 2,000,000.00$ 2,006,320.00$ 2,006,320.00$ 4.63% 4.72% 0.31% 03/05/26 AA+ 248 Federal Farm Credit Agency 2,000,000.00$ 2,007,080.00$ 2,007,080.00$ 4.75% 4.10% 0.31% 03/09/26 AA+ 252 Charles Schwab Corp. Corporate 4,000,000.00$ 3,904,160.00$ 3,904,160.00$ 0.90% 1.04% 0.61% 03/11/26 A- 254 Federal Home Loan Bank Agency 2,000,000.00$ 1,999,620.00$ 1,999,620.00$ 4.13% 4.28% 0.31% 03/13/26 AA+ 256 CA State Muni 3,400,000.00$ 3,361,070.00$ 3,361,070.00$ 2.65% 0.97% 0.52% 04/01/26 AA- 275 CA State Muni 1,320,000.00$ 1,304,886.00$ 1,304,886.00$ 2.65% 3.18% 0.20% 04/01/26 AA- 275 Bay Area Toll Authority Muni 2,405,000.00$ 2,374,023.60$ 2,374,023.60$ 2.43% 4.90% 0.37% 04/01/26 AA 275 Bay Area Toll Authority Muni 3,000,000.00$ 2,961,360.00$ 2,961,360.00$ 2.43% 4.69% 0.46% 04/01/26 AA 275 U.S. Treasury Treasury 5,000,000.00$ 4,987,000.00$ 4,987,000.00$ 3.75% 3.86% 0.78% 04/15/26 Aaa 289 Federal Home Loan Bank Agency 3,000,000.00$ 2,999,490.00$ 2,999,490.00$ 4.00% 3.98% 0.47% 04/17/26 AA+ 291 Federal National Mortgage Association Agency 2,000,000.00$ 1,968,700.00$ 1,968,700.00$ 2.13% 4.19% 0.31% 04/24/26 AA+ 298 Federal National Mortgage Association Agency 2,000,000.00$ 1,968,700.00$ 1,968,700.00$ 2.13% 4.95% 0.31% 04/24/26 AA+ 298 Federal Farm Credit Agency 2,000,000.00$ 2,011,020.00$ 2,011,020.00$ 4.88% 4.96% 0.31% 04/24/26 AA+ 298 Amazon.Com Inc. Corporate 3,000,000.00$ 2,921,460.00$ 2,921,460.00$ 1.00% 1.02% 0.45% 05/12/26 AA 316 Federal Farm Credit Agency 2,000,000.00$ 2,017,020.00$ 2,017,020.00$ 5.00% 4.77% 0.31% 06/04/26 AA+ 339 Federal Home Loan Bank Agency 2,000,000.00$ 2,012,540.00$ 2,012,540.00$ 4.75% 4.42% 0.31% 06/12/26 AA+ 347 Federal Home Loan Bank Agency 2,000,000.00$ 2,012,540.00$ 2,012,540.00$ 4.75% 4.50% 0.31% 06/12/26 AA+ 347 John Deere Capital Corp. Corporate 1,250,000.00$ 1,213,050.00$ 1,213,050.00$ 1.05% 0.91% 0.19% 06/17/26 A 352 U.S. Treasury Treasury 3,000,000.00$ 2,908,710.00$ 2,908,710.00$ 0.88% 1.61% 0.45% 06/30/26 Aaa 365 Federal Farm Credit Agency 3,000,000.00$ 3,017,820.00$ 3,017,820.00$ 4.63% 4.43% 0.47% 07/10/26 AA+ 375 U.S. Treasury Treasury 2,000,000.00$ 2,010,520.00$ 2,010,520.00$ 4.50% 4.22% 0.31% 07/15/26 Aaa 380 Federal Farm Credit Agency 2,000,000.00$ 2,009,980.00$ 2,009,980.00$ 4.50% 4.68% 0.31% 07/27/26 AA+ 392 U.S. Treasury Treasury 5,000,000.00$ 4,823,650.00$ 4,823,650.00$ 0.63% 2.58% 0.75% 07/31/26 Aaa 396 Los Angeles Community College District Muni 2,000,000.00$ 1,935,740.00$ 1,935,740.00$ 1.17% 2.38% 0.30% 08/01/26 AA+ 397 Fremont Unified School District Muni 5,470,000.00$ 5,281,886.70$ 5,281,886.70$ 0.83% 3.30% 0.82% 08/01/26 AA- 397 Upper Santa Clara Valley Joint Powers Authority Muni 3,700,000.00$ 3,583,413.00$ 3,583,413.00$ 1.18% 3.43% 0.56% 08/01/26 AA+ 397 San Jose Unified School District Muni 2,205,000.00$ 2,190,932.10$ 2,190,932.10$ 3.37% 3.55% 0.34% 08/01/26 AA+ 397 Mountain View School District Muni 1,015,000.00$ 989,391.55$ 989,391.55$ 1.79% 4.45% 0.15% 09/01/26 AAA 428 Federal Home Loan Bank Agency 3,000,000.00$ 2,929,200.00$ 2,929,200.00$ 1.88% 1.12% 0.46% 09/11/26 AA+ 438 Federal Home Loan Bank Agency 2,000,000.00$ 2,016,820.00$ 2,016,820.00$ 4.63% 4.62% 0.31% 09/11/26 AA+ 438 Federal National Mortgage Association Agency 2,000,000.00$ 1,949,180.00$ 1,949,180.00$ 1.88% 1.21% 0.30% 09/24/26 AA+ 451 U.S. Treasury Treasury 3,000,000.00$ 2,889,840.00$ 2,889,840.00$ 0.88% 3.02% 0.45% 09/30/26 Aaa 457 City of Visalia
Investment Report
By Maturity Date
06/30/2025
134
City of Visalia
Investment Report
By Maturity Date
06/30/2025 (cont.)

CA State Muni 3,000,000.00$ 2,934,870.00$ 2,934,870.00$ 2.38% 1.05% 0.46% 10/01/26 AA- 458 CA ST Public Works Board Lease Revenue Muni 3,000,000.00$ 2,992,560.00$ 2,992,560.00$ 4.18% 4.30% 0.47% 11/01/26 A+ 489 Federal Home Loan Bank Agency 2,000,000.00$ 2,017,460.00$ 2,017,460.00$ 4.63% 4.39% 0.31% 11/17/26 AA+ 505 Federal Home Loan Bank Agency 2,000,000.00$ 2,017,460.00$ 2,017,460.00$ 4.63% 4.01% 0.31% 11/17/26 AA+ 505 Federal Farm Credit Agency 3,000,000.00$ 3,011,580.00$ 3,011,580.00$ 4.25% 4.27% 0.47% 11/23/26 AA+ 511 CA State Department Water Muni 5,000,000.00$ 4,800,400.00$ 4,800,400.00$ 1.05% 1.68% 0.75% 12/01/26 AAA 519 CA State Department Water Muni 1,500,000.00$ 1,440,120.00$ 1,440,120.00$ 1.05% 4.00% 0.22% 12/01/26 AAA 519 Federal Home Loan Bank Agency 2,000,000.00$ 2,026,360.00$ 2,026,360.00$ 4.88% 4.03% 0.32% 12/11/26 AA+ 529 Federal Home Loan Bank Agency 3,000,000.00$ 2,888,130.00$ 2,888,130.00$ 1.25% 1.66% 0.45% 12/21/26 AA+ 539 Federal Home Loan Bank Agency 5,000,000.00$ 4,813,550.00$ 4,813,550.00$ 1.25% 2.70% 0.75% 12/21/26 AA+ 539 Federal Farm Credit Agency 2,000,000.00$ 2,005,080.00$ 2,005,080.00$ 4.13% 4.03% 0.31% 12/22/26 AA+ 540 Federal Farm Credit Agency 2,000,000.00$ 1,997,620.00$ 1,997,620.00$ 3.88% 4.07% 0.31% 12/23/26 AA+ 541 U.S. Treasury Treasury 2,000,000.00$ 2,004,760.00$ 2,004,760.00$ 4.00% 4.46% 0.31% 01/15/27 Aaa 564 U.S. Treasury Treasury 4,000,000.00$ 4,018,280.00$ 4,018,280.00$ 4.13% 4.15% 0.62% 01/31/27 Aaa 580 U.S. Treasury Treasury 5,000,000.00$ 4,846,300.00$ 4,846,300.00$ 1.88% 2.37% 0.75% 02/28/27 Aaa 608 Federal Home Loan Bank Agency 3,000,000.00$ 3,032,580.00$ 3,032,580.00$ 4.50% 4.01% 0.47% 03/12/27 AA+ 620 Federal Home Loan Bank Agency 2,000,000.00$ 2,021,720.00$ 2,021,720.00$ 4.50% 4.70% 0.31% 03/12/27 AA+ 620 Federal Home Loan Bank Agency 2,000,000.00$ 2,021,720.00$ 2,021,720.00$ 4.50% 4.82% 0.31% 03/12/27 AA+ 620 Federal Home Loan Bank Agency 2,000,000.00$ 2,021,720.00$ 2,021,720.00$ 4.50% 4.86% 0.31% 03/12/27 AA+ 620 U.S. Treasury Treasury 3,000,000.00$ 3,022,740.00$ 3,022,740.00$ 4.25% 4.03% 0.47% 03/15/27 Aaa 623 U.S. Treasury Treasury 2,000,000.00$ 2,003,120.00$ 2,003,120.00$ 3.88% 3.80% 0.31% 03/31/27 Aaa 639 CA ST Public Works Board Lease Revenue Muni 2,000,000.00$ 2,004,740.00$ 2,004,740.00$ 4.45% 4.15% 0.31% 04/01/27 A+ 640 Federal Farm Credit Agency 3,000,000.00$ 2,997,330.00$ 2,997,330.00$ 3.88% 3.83% 0.47% 04/07/27 AA+ 646 Federal Home Loan Bank Agency 2,000,000.00$ 2,033,960.00$ 2,033,960.00$ 4.75% 4.80% 0.32% 04/09/27 AA+ 648 Amazon.Com Inc. Corporate 5,000,000.00$ 4,944,800.00$ 4,944,800.00$ 3.30% 3.38% 0.77% 04/13/27 AA 652 Federal Farm Credit Agency 5,000,000.00$ 4,913,000.00$ 4,913,000.00$ 2.88% 2.88% 0.76% 04/26/27 AA+ 665 San Diego County Water Authority Muni 2,570,000.00$ 2,446,151.70$ 2,446,151.70$ 1.17% 4.55% 0.38% 05/01/27 AAA 670 University of California Revenue Muni 1,600,000.00$ 1,557,824.00$ 1,557,824.00$ 2.56% 5.00% 0.24% 05/15/27 AA- 684 University of California Revenue Muni 2,000,000.00$ 1,908,100.00$ 1,908,100.00$ 1.32% 4.69% 0.30% 05/15/27 AA 684 University of California Revenue Muni 2,000,000.00$ 1,908,100.00$ 1,908,100.00$ 1.32% 4.00% 0.30% 05/15/27 AA 684 University of California Revenue Muni 2,000,000.00$ 1,906,080.00$ 1,906,080.00$ 1.37% 3.90% 0.30% 05/15/27 AA 684 U.S. Treasury Treasury 5,000,000.00$ 5,065,800.00$ 5,065,800.00$ 4.50% 3.68% 0.79% 05/15/27 Aaa 684 Torrance CA Joint Powers Authority Muni 1,030,000.00$ 980,879.30$ 980,879.30$ 1.71% 4.85% 0.15% 06/01/27 AA 701 Chula Vista Pension Obligation Muni 2,660,000.00$ 2,514,764.00$ 2,514,764.00$ 1.16% 4.80% 0.39% 06/01/27 AA 701 Federal Home Loan Bank Agency 2,000,000.00$ 2,016,980.00$ 2,016,980.00$ 4.13% 4.23% 0.31% 06/11/27 AA+ 711 Federal Home Loan Bank Agency 2,000,000.00$ 2,030,520.00$ 2,030,520.00$ 4.63% 4.51% 0.32% 06/11/27 AA+ 711 Anaheim CA Public Financing Authority Muni 3,000,000.00$ 2,878,620.00$ 2,878,620.00$ 2.09% 5.53% 0.45% 07/01/27 AA 731 U.S. Treasury Treasury 3,000,000.00$ 2,941,530.00$ 2,941,530.00$ 2.75% 4.20% 0.46% 07/31/27 Aaa 761 U.S. Treasury Treasury 2,000,000.00$ 1,866,560.00$ 1,866,560.00$ 0.38% 4.08% 0.29% 07/31/27 Aaa 761 San Joaquin California Community College Dist. Muni 2,500,000.00$ 2,374,100.00$ 2,374,100.00$ 1.43% 4.69% 0.37% 08/01/27 Aa2 762 San Bernardino CA Community College Dist. Muni 1,455,000.00$ 1,389,830.55$ 1,389,830.55$ 1.61% 4.10% 0.22% 08/01/27 AA 762 San Ramon Valley Unified School District Muni 3,445,000.00$ 3,271,165.30$ 3,271,165.30$ 1.44% 4.00% 0.51% 08/01/27 AA 762 Campbell CA Unified High School District Muni 1,875,000.00$ 1,772,456.25$ 1,772,456.25$ 1.04% 4.70% 0.28% 08/01/27 AAA 762 Gavilan CA Community College District Muni 2,225,000.00$ 2,114,996.00$ 2,114,996.00$ 1.51% 4.80% 0.33% 08/01/27 AA 762 U.S. Treasury Treasury 3,000,000.00$ 2,910,000.00$ 2,910,000.00$ 2.25% 2.97% 0.45% 08/15/27 Aaa 776 U.S. Treasury Treasury 2,000,000.00$ 1,940,000.00$ 1,940,000.00$ 2.25% 4.20% 0.30% 08/15/27 Aaa 776 Amazon.Com Inc. Corporate 5,000,000.00$ 4,918,550.00$ 4,918,550.00$ 3.15% 4.11% 0.76% 08/22/27 AA- 783 La Quinta Redevelopment Agency Muni 2,000,000.00$ 1,895,740.00$ 1,895,740.00$ 1.73% 4.00% 0.29% 09/01/27 AA- 793 Federal Home Loan Bank Agency 2,000,000.00$ 2,028,000.00$ 2,028,000.00$ 4.50% 4.71% 0.32% 09/10/27 AA+ 802 Federal Farm Credit Agency 2,000,000.00$ 2,021,980.00$ 2,021,980.00$ 4.38% 3.77% 0.31% 09/15/27 AA+ 807 Toyota Motor Credit Corporate 2,000,000.00$ 2,016,780.00$ 2,016,780.00$ 4.55% 4.70% 0.31% 09/20/27 A+ 812 Federal National Mortgage Association Agency 2,000,000.00$ 1,871,100.00$ 1,871,100.00$ 0.75% 4.40% 0.29% 10/08/27 AA+ 830 Federal National Mortgage Association Agency 2,000,000.00$ 1,871,100.00$ 1,871,100.00$ 0.75% 4.07% 0.29% 10/08/27 AA+ 830 PepsiCo Corporate 4,000,000.00$ 3,911,040.00$ 3,911,040.00$ 3.00% 4.36% 0.61% 10/15/27 A+ 837 PepsiCo Corporate 2,280,000.00$ 2,229,292.80$ 2,229,292.80$ 3.00% 4.19% 0.35% 10/15/27 A+ 837 CA State University Muni 3,000,000.00$ 2,827,860.00$ 2,827,860.00$ 1.36% 4.45% 0.44% 11/01/27 AA- 854 Federal Farm Credit Agency 2,000,000.00$ 2,028,760.00$ 2,028,760.00$ 4.50% 4.38% 0.32% 11/23/27 AA+ 876 U.S. Treasury Treasury 2,000,000.00$ 2,007,660.00$ 2,007,660.00$ 3.88% 4.10% 0.31% 11/30/27 Aaa 883 Amazon.Com Inc. Corporate 3,000,000.00$ 3,039,930.00$ 3,039,930.00$ 4.55% 4.83% 0.47% 12/01/27 AA 884 Federal Home Loan Bank Agency 2,000,000.00$ 2,022,060.00$ 2,022,060.00$ 4.25% 4.03% 0.31% 12/10/27 AA+ 893 U.S. Treasury Treasury 2,000,000.00$ 2,014,220.00$ 2,014,220.00$ 4.00% 4.18% 0.31% 12/15/27 Aaa 898 Federal Farm Credit Agency 2,000,000.00$ 1,995,440.00$ 1,995,440.00$ 3.75% 4.00% 0.31% 12/22/27 AA+ 905 John Deere Capital Corp. Corporate 2,000,000.00$ 2,031,353.40$ 2,031,353.40$ 4.75% 4.64% 0.32% 01/20/28 A 934 U.S. Treasury Treasury 4,000,000.00$ 3,979,680.00$ 3,979,680.00$ 3.50% 4.18% 0.62% 01/31/28 Aaa 945 CA ST Muni 2,000,000.00$ 1,891,420.00$ 1,891,420.00$ 1.70% 4.70% 0.29% 02/01/28 AA- 946 Apple Inc. Corporate 5,000,000.00$ 4,663,050.00$ 4,663,050.00$ 1.20% 4.67% 0.73% 02/08/28 AA+ 953 U.S. Treasury Treasury 3,000,000.00$ 3,040,560.00$ 3,040,560.00$ 4.25% 4.23% 0.47% 02/15/28 Aaa 960 JP Morgan Chase Co. Corporate 3,000,000.00$ 3,003,360.00$ 3,003,360.00$ 5.20% 5.21% 0.47% 02/28/28 A 973 Federal Farm Credit Agency 2,000,000.00$ 2,032,440.00$ 2,032,440.00$ 4.38% 4.20% 0.32% 02/28/28 AA+ 973 U.S. Treasury Treasury 4,000,000.00$ 4,030,320.00$ 4,030,320.00$ 4.00% 4.22% 0.63% 02/29/28 Aaa 974 U.S. Treasury Treasury 2,000,000.00$ 1,996,560.00$ 1,996,560.00$ 3.63% 3.80% 0.31% 03/31/28 Aaa 1005 CA ST Muni 3,000,000.00$ 2,965,980.00$ 2,965,980.00$ 3.50% 3.95% 0.46% 04/01/28 AA- 1006 CA ST Muni 3,000,000.00$ 2,965,980.00$ 2,965,980.00$ 3.50% 4.52% 0.46% 04/01/28 AA- 1006 CA ST Public Works Board Lease Revenue Muni 3,000,000.00$ 3,054,750.00$ 3,054,750.00$ 4.86% 4.87% 0.48% 04/01/28 A+ 1006 WalMart Inc. Corporate 3,106,000.00$ 3,109,478.72$ 3,109,478.72$ 3.90% 4.17% 0.48% 04/15/28 AA 1020 135
City of Visalia
Investment Report
By Maturity Date
06/30/2025 (cont.)

U.S. Treasury Treasury 2,000,000.00$ 1,869,300.00$ 1,869,300.00$ 1.25% 4.70% 0.29% 04/30/28 Aaa 1035 JP Morgan Chase Co. Corporate 2,000,000.00$ 1,970,760.00$ 1,970,760.00$ 5.25% 5.25% 0.31% 05/30/28 A 1065 U.S. Treasury Treasury 3,000,000.00$ 2,993,670.00$ 2,993,670.00$ 3.63% 3.94% 0.47% 05/31/28 Aaa 1066 Federal Farm Credit Agency 2,000,000.00$ 2,036,340.00$ 2,036,340.00$ 4.50% 4.42% 0.32% 06/07/28 AA+ 1073 WalMart Inc. Corporate 4,000,000.00$ 3,985,880.00$ 3,985,880.00$ 3.70% 4.07% 0.62% 06/26/28 AA 1092 Federal Home Loan Bank Agency 2,000,000.00$ 2,017,840.00$ 2,017,840.00$ 4.00% 4.06% 0.31% 06/30/28 AA+ 1096 U.S. Treasury Treasury 2,000,000.00$ 1,843,820.00$ 1,843,820.00$ 1.00% 4.04% 0.29% 07/31/28 Aaa 1127 Desert CA Community College District Muni 2,000,000.00$ 1,888,320.00$ 1,888,320.00$ 2.02% 4.85% 0.29% 08/01/28 AA 1128 Desert CA Community College District Muni 1,500,000.00$ 1,416,240.00$ 1,416,240.00$ 2.02% 4.15% 0.22% 08/01/28 AA 1128 Los Angeles Community College District Muni 1,955,000.00$ 1,836,077.35$ 1,836,077.35$ 1.61% 5.12% 0.29% 08/01/28 AA+ 1128 San Ramon Valley Unified School District Muni 1,730,000.00$ 1,612,498.40$ 1,612,498.40$ 1.67% 4.20% 0.25% 08/01/28 AA 1128 Santa Moncia CA Unified School District Muni 3,760,000.00$ 3,444,310.40$ 3,444,310.40$ 1.20% 4.15% 0.54% 08/01/28 AA+ 1128 San Jose Successor Agency Muni 3,000,000.00$ 2,922,420.00$ 2,922,420.00$ 3.13% 4.45% 0.45% 08/01/28 AA 1128 Solano County Community College District Muni 540,000.00$ 502,891.20$ 502,891.20$ 1.48% 4.84% 0.08% 08/01/28 AA 1128 Apple Inc. Corporate 3,000,000.00$ 2,779,770.00$ 2,779,770.00$ 1.40% 4.15% 0.43% 08/05/28 AA+ 1132 Apple Inc. Corporate 2,000,000.00$ 1,853,180.00$ 1,853,180.00$ 1.40% 4.10% 0.29% 08/05/28 AA+ 1132 Apple Inc. Corporate 1,000,000.00$ 926,590.00$ 926,590.00$ 1.40% 4.10% 0.14% 08/05/28 AA+ 1132 Federal Farm Credit Agency 2,000,000.00$ 2,038,620.00$ 2,038,620.00$ 4.50% 4.32% 0.32% 08/28/28 AA+ 1155 Murrita Valley CA Unified School District Muni 2,990,000.00$ 2,773,284.80$ 2,773,284.80$ 1.56% 4.70% 0.43% 09/01/28 Aa2 1159 Federal Home Loan Bank Agency 2,000,000.00$ 2,039,320.00$ 2,039,320.00$ 4.38% 4.64% 0.32% 09/08/28 AA+ 1166 Federal Farm Credit Agency 2,000,000.00$ 2,043,080.00$ 2,043,080.00$ 4.50% 4.73% 0.32% 09/22/28 AA+ 1180 CA ST Muni 5,000,000.00$ 5,137,550.00$ 5,137,550.00$ 5.00% 5.00% 0.80% 10/01/28 AA- 1189 CA Municipal Finance Authority Muni 500,000.00$ 472,355.00$ 472,355.00$ 2.44% 4.88% 0.07% 10/01/28 A1 1189 Federal Farm Credit Agency 3,000,000.00$ 3,003,000.00$ 3,003,000.00$ 5.52% 5.52% 0.47% 10/20/28 AA+ 1208 Los Angeles CA Muni 2,230,000.00$ 2,044,151.80$ 2,044,151.80$ 1.65% 4.44% 0.32% 11/01/28 A+ 1220 Federal Home Loan Bank Agency 2,000,000.00$ 1,991,680.00$ 1,991,680.00$ 3.58% 3.50% 0.31% 11/27/28 AA+ 1246 U.S. Treasury Treasury 2,000,000.00$ 2,041,640.00$ 2,041,640.00$ 4.38% 4.10% 0.32% 11/30/28 Aaa 1249 Federal Home Loan Bank Agency 2,000,000.00$ 2,057,780.00$ 2,057,780.00$ 4.75% 3.83% 0.32% 12/08/28 AA+ 1257 Federal Home Loan Bank Agency 1,980,000.00$ 2,037,202.20$ 2,037,202.20$ 4.75% 4.08% 0.32% 12/08/28 AA+ 1257 Federal Farm Credit Agency 2,000,000.00$ 2,032,360.00$ 2,032,360.00$ 4.25% 3.80% 0.32% 12/15/28 AA+ 1264 U.S. Treasury Treasury 2,000,000.00$ 2,001,800.00$ 2,001,800.00$ 3.75% 4.23% 0.31% 12/31/28 Aaa 1280 U.S. Treasury Treasury 3,000,000.00$ 3,002,700.00$ 3,002,700.00$ 3.75% 4.39% 0.47% 12/31/28 Aaa 1280 John Deere Capital Corp. Corporate 2,000,000.00$ 2,021,840.00$ 2,021,840.00$ 4.50% 4.44% 0.31% 01/16/29 A 1296 U.S. Treasury Treasury 5,000,000.00$ 5,045,100.00$ 5,045,100.00$ 4.00% 4.29% 0.78% 01/31/29 Aaa 1311 Riverside County Pension Obligation Muni 1,000,000.00$ 965,330.00$ 965,330.00$ 3.12% 3.77% 0.15% 02/15/29 AA 1326 U.S. Treasury Treasury 3,000,000.00$ 3,052,860.00$ 3,052,860.00$ 4.25% 4.29% 0.47% 02/28/29 Aaa 1339 Federal Home Loan Bank Agency 2,000,000.00$ 2,049,880.00$ 2,049,880.00$ 4.50% 4.11% 0.32% 03/09/29 AA+ 1348 Federal Home Loan Bank Agency 2,000,000.00$ 2,049,880.00$ 2,049,880.00$ 4.50% 4.68% 0.32% 03/09/29 AA+ 1348 Federal Home Loan Bank Agency 2,000,000.00$ 2,046,140.00$ 2,046,140.00$ 4.63% 4.72% 0.32% 03/09/29 AA+ 1348 Blackrock Funding Inc. Corporate 2,000,000.00$ 2,042,320.00$ 2,042,320.00$ 4.70% 4.74% 0.32% 03/14/29 AA- 1353 U.S. Treasury Treasury 2,000,000.00$ 2,027,040.00$ 2,027,040.00$ 4.13% 3.85% 0.32% 03/31/29 Aaa 1370 CA ST Muni 4,640,000.00$ 4,487,993.60$ 4,487,993.60$ 3.05% 4.82% 0.70% 04/01/29 AA- 1371 CA ST Public Works Board Lease Revenue Muni 3,300,000.00$ 3,375,834.00$ 3,375,834.00$ 4.88% 4.35% 0.52% 04/01/29 A+ 1371 Federal Farm Credit Agency 2,000,000.00$ 2,032,660.00$ 2,032,660.00$ 4.38% 4.69% 0.32% 04/10/29 AA+ 1380 Federal Farm Credit Agency 3,000,000.00$ 3,003,840.00$ 3,003,840.00$ 3.88% 3.91% 0.47% 04/23/29 AA+ 1393 U.S. Treasury Treasury 5,000,000.00$ 5,156,250.00$ 5,156,250.00$ 4.63% 3.87% 0.80% 04/30/29 Aaa 1400 San Jose CA Financing Authority Muni 500,000.00$ 493,885.00$ 493,885.00$ 3.88% 3.75% 0.08% 05/01/29 AA 1401 University of California Revenue Muni 3,000,000.00$ 2,898,090.00$ 2,898,090.00$ 3.17% 4.07% 0.45% 05/15/29 AA- 1415 U.S. Treasury Treasury 3,000,000.00$ 3,081,810.00$ 3,081,810.00$ 4.50% 4.01% 0.48% 05/31/29 Aaa 1431 University of California Revenue Muni 2,000,000.00$ 1,957,760.00$ 1,957,760.00$ 3.35% 4.35% 0.30% 07/01/29 AA 1462 University of California Revenue Muni 2,000,000.00$ 1,957,760.00$ 1,957,760.00$ 3.35% 3.93% 0.30% 07/01/29 AA 1462 University of California Revenue Muni 2,500,000.00$ 2,447,200.00$ 2,447,200.00$ 3.35% 4.00% 0.38% 07/01/29 AA 1462 CA ST Muni 4,000,000.00$ 4,071,000.00$ 4,071,000.00$ 4.50% 4.27% 0.63% 08/01/29 AA- 1493 CA ST Muni 2,000,000.00$ 2,035,500.00$ 2,035,500.00$ 4.50% 4.38% 0.32% 08/01/29 AA- 1493 San Diego CA Public Facs Financing Authority Muni 2,435,000.00$ 2,268,421.65$ 2,268,421.65$ 2.13% 4.37% 0.35% 08/01/29 Aa2 1493 Toyota Motor Credit Corporate 3,000,000.00$ 3,024,060.00$ 3,024,060.00$ 4.55% 4.68% 0.47% 08/09/29 A+ 1501 CA ST Muni 3,000,000.00$ 3,124,410.00$ 3,124,410.00$ 5.13% 3.63% 0.49% 09/01/29 AA- 1524 CA ST Muni 3,000,000.00$ 3,124,410.00$ 3,124,410.00$ 5.13% 4.31% 0.49% 09/01/29 AA- 1524 Federal Farm Credit Agency 2,000,000.00$ 2,005,640.00$ 2,005,640.00$ 4.00% 4.40% 0.31% 09/06/29 AA+ 1529 Federal Farm Credit Agency 2,000,000.00$ 1,966,920.00$ 1,966,920.00$ 3.50% 3.43% 0.31% 09/10/29 AA+ 1533 WalMart Inc. Corporate 4,000,000.00$ 3,750,600.00$ 3,750,600.00$ 2.38% 4.13% 0.58% 09/24/29 AA 1547 U.S. Treasury Treasury 4,000,000.00$ 4,057,200.00$ 4,057,200.00$ 4.13% 4.08% 0.63% 10/31/29 Aaa 1584 U.S. Treasury Treasury 2,000,000.00$ 2,029,380.00$ 2,029,380.00$ 4.13% 4.06% 0.32% 11/30/29 Aaa 1614 U.S. Treasury Treasury 3,000,000.00$ 3,044,070.00$ 3,044,070.00$ 4.13% 4.41% 0.47% 11/30/29 Aaa 1614 Federal Farm Credit Agency 2,000,000.00$ 2,014,960.00$ 2,014,960.00$ 4.13% 4.41% 0.31% 12/17/29 AA+ 1631 Toyota Motor Credit Corporate 5,000,000.00$ 5,113,150.00$ 5,113,150.00$ 4.95% 5.07% 0.80% 01/09/30 A+ 1654 U.S. Treasury Treasury 5,000,000.00$ 5,098,650.00$ 5,098,650.00$ 4.25% 4.31% 0.79% 01/31/30 Aaa 1676 U.S. Treasury Treasury 5,000,000.00$ 5,046,500.00$ 5,046,500.00$ 4.00% 3.94% 0.78% 03/31/30 Aaa 1735 Costco Corporate 5,000,000.00$ 4,461,500.00$ 4,461,500.00$ 1.60% 4.22% 0.69% 04/20/30 A+ 1755 U.S. Treasury Treasury 4,000,000.00$ 4,015,640.00$ 4,015,640.00$ 3.88% 4.04% 0.62% 04/30/30 Aaa 1765 University of California Revenue Muni 5,000,000.00$ 4,464,850.00$ 4,464,850.00$ 1.61% 4.40% 0.69% 05/15/30 AA 1780 University of California Revenue Muni 4,000,000.00$ 3,834,480.00$ 3,834,480.00$ 3.27% 4.23% 0.60% 05/15/30 AA- 1780 Total Investments 582,057,000.00$ 575,069,905.34$ 575,069,905.34$ 89.4% Other Investments
Local Agency Investment Funds (LAIF) LAIF 20,303,477.89$ 20,303,477.89$ 20,303,477.89$ 4.27% 4.27% 3.2% 06/30/25 N/A - California Asset Management Program (CAMP) CAMP 47,528,937.35$ 47,528,937.35$ 47,528,937.35$ 4.40% 4.40% 7.4% 06/30/25 N/A - Orchard Walk West Bond 45,000.00$ 45,000.00$ 45,000.00$ 6.75% 6.75% 0.0% 06/01/26 N/A 336 Atwood Water Main District Bond 54,006.13$ 54,006.13$ 54,006.13$ 4.00% 4.00% 0.0% 09/02/30 N/A 1890 Laura Water Main District Bond 34,241.51$ 34,241.51$ 34,241.51$ 4.00% 4.00% 0.0% 09/02/30 N/A 1890 Total Other Investments 67,965,662.88$ 67,965,662.88$ 67,965,662.88$ 10.6% Total Portfolio Holdings 650,022,662.88$ 643,035,568.22$ 643,035,568.22$ 3.87% 100.0% 136
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0393 Agenda Date: 9/15/2025 Agenda #: 8.

Agenda Item Wording:

Approve a contract amendment with Aquafix, Inc. - Approve an amendment to the contract with Aquafix, Inc. to increase the annual not-to-exceed amount from $18,960 to $55,000 to supply Aquafix DeFoam 3000 to the Visalia Water Reclamation Facility.

Prepared by:

Ben Litwack, Public Works Manager, 559-713-4671, [email protected] Nick Bartsch, Public Works Director, 559-713-4052, [email protected] Department Recommendation: Staff recommends that City Council approve an amendment to the contract with Aquafix, Inc. to increase the annual not-to-exceed (NTE) amount from $18,960 to $55,000 and the total five year contract NTE from $95,000 to $260,000 to supply Aquafix DeFoam 3000 to the Visalia Water Reclamation Facility.

Summary:

The City of Visalia relies on Aquafix’sDeFoam 3000 to control digester foaming, which can disrupt operations and regulatory compliance at the WRF. Due to higher-than-expected solids handling and industrial discharge variability, actual chemical demand has doubled compared to original projections, making the current annual NTE insufficient. To maintain uninterrupted operations, staff recommends increasing the annual NTE to $55,000 and the total contract limit to $260,000 over the five year period.

Background Discussion:

The City of Visalia contracts with Aquafix, Inc. (Contract C24062) for supply of DeFoam 3000, a defoaming agent used in the wastewater treatment process. Foaming in digesters can be caused by variabilities in the constituency of the incoming solids. Foaming creates a large mess, prevents maintenance crews from performing service on vital equipment, and upsets process flows. This product is essential in restoring stable operations in digesters and when foaming problems occur, ensuring regulatory compliance and preventing process upsets.

When the contract was originally executed, the projected annual usage was estimated at a lower rate. However, operational conditions at the WRF, including increased solids handling activities and variability in industrial discharges, have led to greater than anticipated chemical demand. As a result, the existing annual NTE of $18,960 is no longer sufficient to cover current year needs. Staff initially anticipated using 8 barrels of DeFoam 3000 per year but now estimates the need for 16-20 barrels, depending on conditions. Staff will continue to research proactive approaches to preventing foaming and continue to work closely with industrial dischargers to encourage stable flows to the WRF.

Staff recommends increasing the annual NTE to $55,000 and the overall contract NTE to $260,000 to ensure continuity of supply and uninterrupted operations at the WRF.

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Fiscal Impact: The current price of a drum of DeFoam 3000 is $2,450, 20 drums would then cost $49,000, not including freight. To cover the cost of freight and anticipated CPI increases, staff is requesting an annual NTE of $55,000 and an overall NTE of $260,000. Funds are currently available in the Wastewater Fund (431) within the Wastewater Operations Budget under 4332-54450.

Prior Council Action:
01/16/2024 - Approved Sole Source Contract with Aquafix, Inc. to supply the Visalia WRF with DeFoam 3000 NTE $18,960 annually and $95,000 over the life of the contract.

Other: N/A
Alternatives: N/A
Recommended Motion (and Alternative Motions if expected):

I move to approve an amendment to the contract with Aquafix, Inc. to increase the annual not-to- exceed (NTE) from $18,960 to $55,000 and the total contract NTE amount from $95,000 to $260,000 to supply Aquafix DeFoam 3000 to the Visalia Water Reclamation Facility.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 9/15/2025
Attachments: Contract with Aquafix, Inc.

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Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0398 Agenda Date: 9/15/2025 Agenda #: 9.

Agenda Item Wording:

Award Contract to replace Visalia Police Department Handguns - Authorize the City Manager to enter into a contract with ProForce, not to exceed $241,187.22, to replace Visalia Police Department handguns and associated equipment, and appropriate $271,000 from the General Fund.

Prepared by:

Police Chief Jason Salazar, 559-713-4215, [email protected]; Police Captain Dan Ford, 559-713-4151, [email protected]; Financial Analyst Liz Ybarra, 559-713-4250, [email protected] Department Recommendation:

Authorize the City Manager to bypass the bid process and enter into a contract with ProForce, not to exceed $241,187.22, to replace the current duty handgun and related equipment; and appropriate $271,000 from the General Fund.

Summary:

The Visalia Police Department currently issues the Sig Sauer P320 pistol as its primary duty weapon.

As a result of recent and ongoing safety issues identified with the Sig P320, the Police Department is recommending the replacement of the current department-issued handgun with the Smith & Wesson M&P 2.0. In addition, staff are requesting to replace associated holsters, and purchase ammunition and associated armorer kits and tools needed to train with and conduct maintenance on the new firearms.

The current department issued handgun is the Sig Sauer P320 (P320) which was purchased and deployed in 2021. The P320 has since fallen under heavy scrutiny as a result of multiple uncommanded discharges that have occurred while the firearm was holstered. As a result of these safety issues, law enforcement organizations across the nation are banning and/or removing the P320 from use.

In response to these concerns, the Visalia Police Department has researched new handguns to replace the current department issued firearms. The examination included cost, physical inspection, test firing, and research into the performance history of the firearm. As a result of this research, staff are recommending the purchase of the Smith & Wesson M&P 2.0. The weapon uses the same caliber of ammunition (9mm) and will provide similar capabilities to the P320, including red dot optics and adjustable grips for staff. Additionally, the M&P 2.0 is equipped with a trigger safety and has a strong safety record including no known or documented safety issues similar to what is being observed by the P320.

In addition to the firearm itself, staff needs to purchase new holsters department-wide for both uniform and non-uniformed assignments. This will require the purchase of duty-belt holsters for patrol and operation-based deployments, as well as paddle and leg holsters for investigative staff and specialized assignments. Additionally, staff will need to purchase new armorer kits and tools for Visalia City Council Printed on 9/11/2025Page 1 of 4
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specialized assignments. Additionally, staff will need to purchase new armorer kits and tools for maintenance, and an estimated 100,000 rounds for training and assimilation: essential for the safe deployment of the firearm.

Because of the volume of law enforcement agencies replacing P320s, in addition to the increasing lead time to get the new firearms, staff is requesting an emergency authorization to bypass the bid process for this project. The purpose of this request is ensuring safety of staff and the community, and to reduce civil exposure to the City in the event an unintended discharge occurs.

Disbursement of all items related to this transition will be handled per the City’sSurplus Policy unless other appropriate channels are realized, and all transfers or disposal methods will be approved, in writing, by the Police Chief and the City Manager prior to disbursement.

Background Discussion:

In April of 2021, the City awarded a contract for the purchase of the Department’sSig Sauer P320 (P320). At the time of this purchase, the P320 was widely accepted as one of the more popular firearms among law enforcement organizations. The P320 was packaged to include a red-dot optic sight system and included modular grips ensuring a better fit for a variety of different hand sizes At the time of the City’spurchase of the P320, the City joined other Tulare County agencies, including the Tulare Police Department, Dinuba Police Department and Tulare County Sheriff’sOffice. The total purchase in 2021 included 185 P320 handguns, 30 spare magazines, 40 grip modules, 258 standard duty and specialty holsters, and 30 weapons light. The total cost of this purchase was $222,501.80.

During the deployment of the P320, the training averaged 800 rounds per officers culminating in approximately 100,000 rounds of ammunition expended. Since the deployment of this firearm, safety concerns have arisen that have resulted in a nationwide shift away from the use of this firearm, including several law enforcement organizations and training providers banning the use of the Sig P320.

As a result of this, department staff began reviewing potential replacement options based on reputation, costs, safety record, and operational consistency. The two best options based on these criteria were Glock 47 and Smith & Wesson M&P 2.0. Both firearms fire a 9mm round, are equipped with red-dot optics, and have a trigger safety mechanism. The per-unit cost estimates at the time of this review were $740 for Glock and $900 for Smith & Wesson. Department staff requested and received both firearms for trial and evaluation.

On July 30, 2025, and August 1, 2025, range and department staff conducted a thorough review which include a physical examination of the firearm and live-fire testing. Based on their review, the majority of staff were in favor of the Smith & Wesson MP 2.0 due to the firearm’soverall performance and ergonomic modular grip that can accommodate shooters of different hand sizes. In addition to these factors, range staff noted a significant safety feature for the Smith and Wesson that was not present for the Glock. When disassembling the Glock, in order to remove the slide, the operator must pull the trigger. This is not necessary with Smith & Wesson, which range staff feel will significantly reduce the risk of unintended discharges. Range staff concluded by noting that the Smith & Wesson MP 2.0 has not received any performance or safety issues consistent with those reported with the P320, in its eight-year operational history.

Staff were also able to determine that the current magazine pouches would work for Smith & Wesson, providing cost savings estimated at $8,000. Smith and Wesson will also provide free armorer training for Department staff at no cost and on-site; providing significant cost savings for both Visalia City Council Printed on 9/11/2025Page 2 of 4
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armorer training for Department staff at no cost and on-site; providing significant cost savings for both tuition and travel. Staff are also requesting to increase the number of firearms from 185 purchased in 2021, to 200. This is due to the department reaching full staffing which has impacted our inventory of spares that are issued as needed for investigations or maintenance.

In addition to the firearm, this transition will also require the purchase of additional magazines and replacing all department holsters. The purchase will include 200 duty holsters (increased from 175 for the same reasons noted for our increase in firearms), 35 paddle holsters (for investigators and administrative staff, and 40 leg holsters (SWAT and Special Enforcement Bureau). Staff needs to purchase 165 magazines to serve as spare/replacement magazines and for the SWAT team due to the need for them to carry extras as part of their standardized load-out. Staff are requesting 70 more magazines than the previous purchase based on replacement needs observed in the last several years.

Because of the increasing lead times, the amount of law enforcement organizations looking to replace their current Sig Sauer P320’s,and most importantly, the safety of staff and the community, staff are recommending that the City bypass the bid process and immediately award purchase to the lowest quote (of three). ProForce has also provided the lowest quote for all associated equipment with the exception of ammunition and armorer kits.

Fiscal Impact:

Staff is requesting to establish a CIP account in the General Fund (001) for $271,000.

The purchase from ProForce is an exception to the City’spurchasing policy due to the urgency of the purchase. To ensure the City receives the best price for each product, staff received three quotes from vendors as listed below:
· Smith & Wesson M&P 2.0 - Staff received quotes from ProForce, Adamson and Arms Unlimited. ProForce was the lowest quote.
· Holsters - Staff received quotes from ProForce, Adamson and Alien Gear. ProForce was the lowest quote.
· Ammunition - Dooley’sis the only vendor that supplies the model of ammunition used by staff and capable of providing the needed amount. It will be acquired through standard purchase processes.
· Armorer Kits - The kits specific to this weapon are not yet available. These kits are a comprehensive toolset designed for the maintenance, repair, and customization of a firearm.

Staff are estimating the budget needed and will purchase when available through the purchasing process.

Below is a cost summary for each item:

Unit Price Unit Amount Net Cost Tax/ Shipping Total Vendor Firearm $907.55 200 $181,510.00 $15,428.36 $196,938.36 ProForce Magazines $22.59 165 $3,727.35 $316.83 $4,044.18 ProForce Duty Holster $132.00 200 $26,400.00 $2,244.00 $28,644.00 ProForce Paddle Holster $85.00 35 $2,975.00 $252.88 $3,227.88 ProForce Leg Holsters $192.00 40 $7,680.00 $652.80 $8,332.80 ProForce Armorer Kits $300.00 12 $3,600.00 $3,600.00 TBD
Ammunition $234.56 100 $23,456.00 $2,738.80 $26,194.80 Dooley Project Total $270,982,02
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Unit Price Unit Amount Net Cost Tax/ Shipping Total Vendor Firearm $907.55 200 $181,510.00 $15,428.36 $196,938.36 ProForce Magazines $22.59 165 $3,727.35 $316.83 $4,044.18 ProForce Duty Holster $132.00 200 $26,400.00 $2,244.00 $28,644.00 ProForce Paddle Holster $85.00 35 $2,975.00 $252.88 $3,227.88 ProForce Leg Holsters $192.00 40 $7,680.00 $652.80 $8,332.80 ProForce Armorer Kits $300.00 12 $3,600.00 $3,600.00 TBD
Ammunition $234.56 100 $23,456.00 $2,738.80 $26,194.80 Dooley Project Total $270,982,02
Prior Council Action: None.

Other: N/A
Alternatives: Deny the recommended motion.

Recommended Motion (and Alternative Motions if expected):

Authorize the City Manager to bypass the bid process and enter into contract with ProForce, not to exceed $241,187.22, to replace the current duty handgun and related equipment; and appropriate $271,000 from the General Fund.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 9/15/2025
Attachments: None.

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Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0404 Agenda Date: 9/15/2025 Agenda #: 10.

Agenda Item Wording:

Accela Automation Permit System - Digital Plan Review Upgrade - Authorize the City Manager to execute the contract with Accela Inc for services and annual maintenance related to the configuration and implementation of Accela’s Cloud based E-Permit Hub Digital Plan Room application at a cost not to exceed $57,000, enter into a seven-year maintenance agreement at a cost not to exceed $372,083.33 over the seven-year period; and appropriate $73,333.33 for FY 25/26.

Prepared by:

Jason Huckleberry, Director of Engineering & Building (559) 713-4495, [email protected] John Howison, Information Services Manager, (559) 713-4122, [email protected] Department Recommendation:

Staff recommends authorizing the City Manager to execute the contract with Accela Inc for services related to the configuration and implementation of Accela’sCloud based E-Permit Hub Digital Plan Room (DPR) application at a cost not to exceed $57,000 and enter into a seven-year software maintenance agreement at a cost not to exceed $372,083.33 over the seven-year period; and appropriate $73,333.33 for FY 25/26 for the first two years of software maintenance from the Building Safety Fund (4014).

Summary:

The City has embarked on a project with Accela Inc for the migration of the City’scurrently self- hosted permit system to an Accela cloud-based application. As part of this cloud migration project, it is imperative that we ensure our current digital plan review solutions are capable of being moved into the Accela Cloud environment. The electronic plan review platform is essential for staff to be able to efficiently review digital plans, make necessary corrections and stamp approved plan sets for the public.

During the initial scoping stage of the cloud migration project, it was determined that the custom solution currently in place for electronic plan review will not function within the Accela Cloud environment and must be upgraded. After exploring several options, staff has selected Accela’sE- Permit Hub Digital Plan Room (DPR) solution as the tool most able to accommodate the needs of the City. DPR is fully owned and integrated into the Accela Automation system and will be a valuable instrument allowing staff and the public to view, make plan review comments, and approve plans associated with building permits. The implementation will be simultaneously coordinated with the Accela Cloud migration project (approved by Council March 2025 for $114,100) and is expected to be completed in spring 2026. The one-time cost to upgrade to the DPR system is $57,000.

Annual Software Maintenance
As part of the new plan review system implementation, the City will need to address software maintenance support that will be provided by Accela Inc for E-Permit Hub Digital Plan Room. The proposed seven-year agreement is intended to provide the best possible pricing for maintenance; Visalia City Council Printed on 9/10/2025Page 1 of 3
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terms are as follows and are heavily discounted based upon staff negotiations with Accela:

Fiscal Year 25/26 (Year 1) - $ 23,333.33 (prorated)
Fiscal Year 26/27 (Year 2) - $ 50,000.00
Fiscal Year 27/28 (Year 3) - $ 53,000.00
Fiscal Year 28/29 (Year 4) - $ 56,180.00
Fiscal Year 29/30 (Year 5) - $ 59,550.00
Fiscal Year 30/31 (Year 6) - $ 63,120.00
Fiscal Year 31/32 (Year 7) - $ 66,900.00
Total $372,083.33
Background Discussion:

The Accela Automation permit system is the centerpiece of the City’s permit services program, handling everything from building permits, Fire Prevention inspections, and Neighborhood Preservation record management. As such, the permit system is utilized by numerous departments within the City including Engineering and Building, Planning and Community Preservation, and the Fire Department.

In 2018 the current Accela Automation system went live utilizing a “self-hosted”system whereby the permit system is stored and operated locally, on City owned/operated hardware. In 2023 Accela Inc. notified the City that self-hosted and/or on-premise installations would no longer be supported, requiring the City to migrate to their cloud hosted environment known as Software as a Service (SaaS). Deciding to stay self-hosted would correlate to the City losing all system support from Accela Inc. This means that routine software upgrades would no longer be possible and all system issues would need to be handled by City MIS staff directly. Failure to migrate to the Accela cloud services would lead to our permit system becoming obsolete, propelling the City to seek a major system upgrade far earlier than anticipated.

Fiscal Impact:

The Building Safety Division budgeted for the Accela Cloud migration during the previous budget cycle, establishing a capital project to ensure funds were allocated appropriately.

System Upgrade Project
Upgrade Project Budget (CIP 0719) $660,000
Accela Inc Cloud Migration Cost $114,100 Approved by Council March 2025 E-Permit Hub Digital Plan Room $ 57,000 Requesting Approval Project Surplus $488,900*
*Note: Surplus Funds may be used to contract for additional custom reports and system configuration.

Software Maintenance
(Year 1 - ending April 2026) $ 23,333.33
(Year 2 - beginning April 2026) $ 50,000.00
Appropriation necessary: $ 73,333.33
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Future years of maintenance will be budgeted within the Building Safety Division’s operational budget beginning with the FY 2026/27 budget.

Prior Council Action:

March 17, 2025 - Council approved the City entering into a contract with Accela Inc. for services related to the migration of the City’s self-hosted permit system to an Accela Cloud based application at a cost not to exceed $114,000; and authorized entering into a seven-year software maintenance agreement at a cost not to exceed $2,236,605 over the seven year period.

June 6, 2016 - Council approved the City entering into a contract with Accela Inc. and Truepoint Solutions for the purchase and implementation of a new permit system for the Community Development Department for a total amount not to exceed $959,000.

Other: None
Alternatives: Council may elect to deny the purchase and implementation of the selected digital plan review solution and direct staff to seek other solutions. Any proposed solution must be capable of being fully integrated into Acela Automation once the City has been moved into the Accela Cloud services.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the City Manager to execute the contract with Accela Inc. for services related to the configuration and implementation of Accela’s Cloud based E-Permit Hub Digital Plan Room (DPR) application at a cost not to exceed $57,000 and enter into a seven-year software maintenance agreement at a cost not to exceed $372,083.33 over the seven-year period; and appropriate $73,333.33 for FY 25/26 for the first two years of maintenance from the Building Safety Fund (4014) Environmental Assessment Status: Not applicable.

CEQA Review: None required.

Deadline for Action: 9/15/2025
Attachments:

1. Accela DPR Professional Services Contract/Statement of Work

2. Accela DPR Software Maintenance Order Form
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Statement of Work
Prepared For: Visalia, CA

Statement of Work Regarding the ePermitHub Digital Plan Room Project for Accela Cloud Customers

8/21/2025
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Table of Contents

Statement of Work 3
Project Objective 3
Implementation Services Overview 3
Phase 1 - Implementation Phase 3
Phase 2 - Training, User Acceptance & Go-Live Phase 4
Project Assumptions 5
Payment Terms & Delivery Schedule 8
Appendix A: Detailed ePermitHub Digital Plan Room Project Plan 11 Project Plan Overview 11
Phase 1: Implementation Phase 11
Phase 1 - Deliverable 1: Project Kick-Off and Initiation 11 Phase 1 - Deliverable 2: Digital Plan Room Provisioning 12 Phase 1 - Deliverable 3: Digital Plan Room Configuration Analysis 13 Phase 1 - Deliverable 4: Digital Plan Room Configuration 14 Phase 2: User Acceptance Testing, Training & Go-Live Phase 15 Phase 2 - Deliverable 1: User Acceptance Testing (UAT) 16 Phase 2 - Deliverable 2: Administrative and Technical Training 17 Phase 2 - Deliverable 3: End User Training 18
Phase 2 - Deliverable 4: Agency Customer Enablement 20 Phase 2 - Deliverable 5: Production Planning & Go-Live Migration 21 Phase 2 - Deliverable 6: Post-Go-Live and Transition to Company Support 22 Risk and Issue Management 23
Appendix B: Accela Record Types with Plan Reviews in Project Scope 25

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Statement of Work

This Statement of Work (“SOW”) dated as of the last date of signature below sets forth the scope and definition of the project -based professional services (collectively, the “Professional Services”) to be provided by Accela, Inc. and City of Visalia, CA (“Agency” or “Customer”).

This SOW is issued pursuant to and governed by the terms and conditions of the Accela Subscription Services Agreement found at www.accela.com/terms (“Agreement”).

In the event of a conflict between the SOW and the Agreement, the terms of the SOW shall prevail as to pricing, delivery dates, and description of the applicable Professional Services but will not prevail over, modify, or terminate any surviving provision of the Agreement. This SOW is effective as of the date that the SOW was last signed by the Customer and Accela (“SOW Effective Date”).

Notwithstanding anything to the contrary, Accela is not assigning or licensing any intellectual property to Customer under this SOW and any SaaS products (e.g., Subscription Services) provided under this SOW are not subject to any acceptance.

Project Objective

To complete the ePermitHub Digital Plan Room components implementation into the Accela Civic Platform, including the Accela Citizen Access public portal. Upon completion, Customer staff will access integrated digital review capabilities, including automated digital signature validation, automated document and sheet versioning, collaborative issue management, and 2D electronic markups completely from within the Accela Civic Platform User Interface. In addition, the Customer’s customers can easily submit plans and manage the corrections process, including adding resolution comments and uploading subsequent resubmittals, from within the ePermitHub public portal seamlessly embedded within the Customer’s Accela Citizen Access portal.

Implementation Services Overview
Phase 1 - Implementation Phase

Phase 1 Deliverables:

1. Project kick-off and initiation
● Project kick-off presentation
● Establish a communication and project tracking plan.
● Receive access to the customer’s Accela Civic Platform environments

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2. Digital Plan Room Cloud Provisioning
● Verify that all Accela Civic Platform prerequisites are in place ● Cloud Provisioning of the Digital Plan Room components into Customer’s SUPP environment
● Cloud Provisioning of the Digital Plan Room database

3. Digital Plan Room Configuration Analysis
● Define configuration for each Plan Review record type ● Determine all needed document types
● Plan document upload configuration
● Plan Digital Signatures validation configuration
● Plan Accela workflow integration configuration points ● Design final approved set cloning business logic
● Determine Accela to Digital Plan Room role mappings
● Determine Digital Plan Room disciplines configuration ● Determine required Approval Stamps

4. Digital Plan Room Configuration
● Configure Accela Civic Platform standard choices as defined in the previous Deliverable ● Configure new Accela document types and associated business rules ● Configure Digital Signature validation
● Configure Digital Plan Room EMSE library and required scripts ● Implement custom EMSE scripting as determined during Configuration Analysis ● Design, create and configure Approval Stamps as determined during Configuration Analysis

Phase 2 - Training, User Acceptance & Go-Live Phase

Phase 2 Deliverables:

1. User Acceptance Testing (UAT)
● Assist Customer in the UAT effort and validation of system configuration ● Resolve issues resulting from Customer User Testing
● Provide recommendation on testing strategy and best practices ● Agree on UAT completion date and Go-Live date

2. Administrative and technical training
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● Digital Plan Room Administration training
● Provide Administration Training Documentation

3. End-User Training
● Digital Plan Room End User training
● Provide End User training documentation

4. Agency Customer Enablement
● Produce contextually relevant public-facing training and help web-based videos for licensed professionals, contractors, owners and the general public submitting plans ● Produce public-facing User Guide for licensed professionals, contractors, owners, and the general public submitting plans

5. Go-Live Migration & Production Planning
● Produce Go-Live Project Migration Plan
● Produce Production Deployment Plan
● Conduct web-based Agency customer training sessions

6. Post-Go-Live Support
● Post-Go-Live support provided
● Resolution of all Critical and High defects as defined above in “Phase 2 - Deliverable 1:

UAT” discovered during Post Go-Live support period
● Transfer meeting regarding ongoing support of the Customer to the Company Support program conducted

Project Assumptions

1. Company assumes the Customer will have the proper resources to implement the Digital Plan Room software.

2. Company assumes all Professional Services costs and work have been identified in the SOW. Any additional cost or work required for this project will be identified and requested through a Change Request process.

3. Company assumes the Customer has identified a dedicated Accela user-account to be used for communication between the ePermitHub and Accela software.

4. Company assumes the Customer will provide the appropriate staff to be trained on the software during the training periods outlined in the Project timeline. 157
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5. Company assumes all the Customer’s relevant Accela record types and workflows requiring plan review in scope for this project are already configured by Accela staff and then company will add plan review configuration.

6. Company assumes it will provide recommendations to the Customer for plan review related record types regarding record and workflow statuses most appropriate for the Digital Plan Room software.

7. Company assumes all standard choices required to integrate the software into the Customer’s Accela configuration and software will be configured by the Company.

8. Company assumes the Customer will collaborate with Company on delivery of scripts required for the Digital Plan Room.

9. Company assumes Customer will verify that all Accela Civic Platform prerequisites are in place.

10. Company assumes that a historical data conversion into the Digital Plan Room will not be needed, and that manual procedures will be documented to import historical and in-flight records into the Digital Plan Room as necessary.

11. Travel & Expenses:
a. There is no provision for travel expenses or travel time in this SOW because Agency does not need any onsite resources. Travel to the Agency will not be conducted unless a Change Order, inclusive of travel expense terms and conditions, is signed prior to travel commencing to cover the cost of the travel.

12. Projects Put On Hold: It is understood that sometimes Customer priorities are revised requiring the Customer to place the Company implementation on hold. The Customer must send a formal written request to the Company to put the project on hold. Delays of two (2) weeks or more that have a tangible impact on the Company’s resource plan are subject to change order.

If either party puts the project on hold for more than 90 days, the other party reserves the right to terminate the contract or negotiate new terms.

When a Project is put on hold, at minimum, the Company will need to draft a Change Order to keep some of the Company project manager’s time engaged in monitoring progress and in resourcing the project once it comes off hold. Other Change Order items may be needed because of the delay. When a project goes on hold, project resources will be re-deployed, and 158
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the Company will need a forty-five (45) calendar day notice to re-staff the project. The Company cannot guarantee a Project Start Date until the Company resources are confirmed.

Should either party become non-responsive to the other party’s communications for a term of 30 calendar days regarding the continuance of the project work, the other party can choose to cancel the remainder of the Statement of Work. If both parties desire to finish the project, a new Statement of Work may be negotiated at the standard rates.

13. Training Execution parameters are as follows:
a. At the beginning of the project, the Customer selects and prepares the power-users who will be participating in the training and subsequently training end-users. Any switch in Customer internal resources may require the need for a project change request to account for missing time.
b. In the event of onsite training, Customer provides suitable onsite facilities and equipment, such as access to network-connected training computers and monitors, to accommodate various training classes.
c. In the event of offsite training, Customer ensures all remote class attendees have access to suitable equipment, such as access to internet-connected training computers and monitors, to accommodate various training classes.
d. Ensure that users are proficient in using PCs in a Windows environment as a prerequisite for the course.
e. Ensure that users are familiar with the use of standard Internet browsers as a prerequisite for the course.
f. Customer is responsible for printing all training materials developed by the Company for End-User Training.

14. Schedule and delivery are contingent on availability and access to Customer staff resources.

15. Any Professional Services associated with Accela, and other third-party products are not included in this Statement of Work and should be contracted directly through those products or their affiliates. The company will work closely with the Accela Project Manager to align and coordinate on schedule and deliverables per the contract.

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Payment Terms & Delivery Schedule

Accela will perform the Professional Services for a Fixed -Fee price based on the information available at the time of signing and the assumptions, dependencies and constraints, and roles and responsibilities of the Parties, as stated in this SOW. Payment will be invoiced upon SOW signing.

Stage Title Milestone Acceptance Criteria
(See Appendix A for details)
Phase 1.1 Project Kick-Off &
Initiation
• Completion of the Project Kickoff Meeting
• The company’s access to the Customer’s environment is set up
Phase 1.1 Digital Plan Room
Installation/Provisio
ning
● All relevant components of the Digital Plan Room
software provisioned on Customer’s cloud infrastructure and deemed to be working properly
● Confirmation of ability to log in to Digital Plan Room software
● Two [2] sandbox environments created

Phase 1.2 Digital Plan Room
Configuration
Analysis
● Completion of To-Be Analysis Sessions

Phase 1.2 Digital Plan Room
Configuration
● The customer has 15 business days to conduct an initial review of the Digital Plan Room configuration. If no
changes or comments are requested within 15 days, the
deliverable is considered approved by the Customer.

Upon delivery of the Customer's initial feedback from the initial review, Company will complete the necessary
changes and updates. The second and final review will
have 7 business days for acceptance. Upon delivery of
Customer feedback from the second and final review,
Company will complete the necessary changes and
updates.

Phase 2 User Acceptance
Testing (UAT)
● Provide customer with UAT test script template for
electronic plan review
● Completion of up to two [2] weeks of UAT support by the Company
● Completion of up to three [3] weeks UAT by the
Customer
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● Resolution of all Critical and High defects by Company discovered during UAT by Customer

Phase 2 Administrative and
Technical Training
● Execution of administrative and technical training
courses

Phase 2 End User Training ● Execution of End User Training course to the Customer as described in Appendix A

Phase 2 Agency Customer
Enablement
● Two [2] web-based Agency Customer training sessions of one [1.5] hour each completed covering the following
topics:
○ Plan Submittal
○ File Validation Overview
○ Response to Customer comments
○ Plan Re-submittal
○
● Execution of training for Customer’s customers as
described above

Phase 2 Production Planning
& Go-Live Migration
● Go-Live Migration Plan document finalized
● Production Plan document finalized
● ePermitHub Digital Plan Room used in the Production
environment for daily use

Phase 2 Post Go-Live Support ● Six [6] weeks of Post Go-Live support provided ● Resolution of all Critical and High defects as defined above in “Phase 2 - Deliverable 3: UAT” discovered
during Post Go-Live support period
● Transfer meeting regarding ongoing support of the
Customer to the Company Support program conducted

Total: $57,000.00

Estimated level of effort is based on (i) the nature and scope of the Services and associated tasks and artifacts, (ii) the expected staffing levels required to perform the scope, (iii) the Project Schedule, (iv) the Company and Customer’s roles and responsibilities, and (v) the other assumptions as set forth in this SOW.

The Company’s total Service hours and provided estimate are exclusive of taxes and expenses. This estimate is based on the information available at the time of signing and the assumptions, dependencies and constraints, and roles and responsibilities of the Parties, as stated in this SOW. The Company will not (i) exceed the total estimate amount without the prior approval of Customer and/or (ii) continue to 161
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provide Services, after the total estimate has been reached, without the prior authorization of Customer. Should there be changes to the scope, timeline, or resources that increase the hours or costs needed to complete the Project, a Change Order may be required prior to project continuation. Please see Change Order details in the Assumptions section. Deliverable timelines are contingent upon timely compensation.

ACCEPTED BY: City of Visalia, CA ACCEPTED BY: Accela, Inc.

By: By:

Name: Name:

Title: Title:

Date: Date:

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Appendix A: Detailed ePermitHub Digital Plan Room
Project Plan

Project Plan Overview

The following section describes the specific activities and tasks that will be executed to meet the customer's business objectives and requirements. In support of the implementation effort as described above, the Company will provide the below-detailed implementation services. For each deliverable, a description and criteria for acceptance are provided.

Success Criteria

The definition of project success is crucial in setting appropriate expectations from the outset of a project. Success is defined for each phase of the project so the team can measure it as it iterates toward the final goal as follows:

● Phase 1: Analysis and configuration is complete and ready to start acceptance testing ● Phase 2: Acceptance testing and user training completed, go-live completed, post-go-live support completed

Phase 1: Implementation Phase
This phase aims to create a test Digital Plan Room deployment on the Accela Civic Platform that the Customer staff can use as a testbed for acceptance and feedback. During this phase, the main features of the Digital Plan Room deployment will be implemented into the Customer’s Accela test environment.

Each Deliverable in this phase defines a set of tasks to complete the implementation.

Phase 1 - Deliverable 1: Project Kick-Off and Initiation Project initiation consists of project planning activities, project management, template creation tracking, establishing project issue tracking and communication methodology, and conducting the kickoff meeting.

As part of the initiation, the following tasks will be conducted:
● Establish a communication plan and create a task management dashboard in an acceptable repository.
● Identify team members who will be responsible for deliverable sign-off and document procedures.
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● The customer creates an Accela user for Digital Plan Room Communication with Accela software.
● Review and adjust project scope based on additional findings, if necessary ● Conduct a project kickoff meeting to review project objectives, methodology, timeline, roles, and other key project elements.

The Project Kickoff Meeting includes a formal team presentation to review project objectives, methodology, timeline, roles and responsibilities, risks, and other key project elements with project stakeholders.

Company Responsibilities:
● Provide timely and appropriate responses to Customer’s reasonable requests for information. ● Coordinate project planning activities.
● Complete Baseline Project Schedule and Project Kickoff Presentation deliverables with input from appropriate Customer Resources

Customer Responsibilities:
● Identifying and setting expectations with key resources and subject matter experts for ongoing participation in the project.
● Providing timely and appropriate responses to the Company’s requests for project planning input and meeting logistics requests.
● Including Executive Project Sponsor in the Project Kickoff Meeting. ● Create an Accela user for Digital Plan Room Communication with Accela software.

Acceptance Criteria:
● Completion of the Project Kickoff Meeting
● The company’s access to the Customer’s environment is set up

Acceptance Review Period:
● Seven (7) business days

Phase 1 - Deliverable 2: Digital Plan Room Provisioning During the cloud provisioning step, the Company team will review the Digital Plan Room cloud provisioning requirements with the Customer’s technical team, including infrastructure and software prerequisites. Once the prerequisites are confirmed to be in pl ace in the Customer’s DEV environment, the Company will provision the Digital Plan Room software components and verif y that they work properly. Documentation on the software setup architecture specific to the Customer will be provided to the Customer’s technical team for reference.
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Company Responsibilities:
● Providing timely and appropriate responses to Customer’s requests for information. ● Consulting with Customer resources to provide technical input and answer technical questions related to the requirements for the Digital Plan Room.
● Company will provision up to two [2] sandbox environments Customer Responsibilities:
● Providing timely and appropriate responses to Company’s requests for information ● Providing Company with Admin contact information to setup Customer’s Admin account Acceptance Criteria:
● All relevant components of the Digital Plan Room software provisioned on Customer’s cloud infrastructure and deemed to be working properly
● Confirmation of ability to log in to Digital Plan Room software ● Two [2] sandbox environments created
Acceptance Review Period:
● Seven (7) business days

Phase 1 - Deliverable 3: Digital Plan Room Configuration Analysis Configuration Analysis encompasses the activities necessary to define the optimal configuration of the Digital Plan Room and its integration points with the Accela Civic Platform, specifically to align with the Customer’s plan review business processes. During this task, the Company team, with input from the Customer, will identify any details related to plan submittal, review, and approval, and provide appropriate configuration specifications for the following items:
● Determine configuration for each Plan Review record type ● Determine all needed document types
● Determine document upload configuration
● Determine Digital Signatures validation configuration ● Determine Accela workflow integration configuration points ● Determine final approved set cloning business logic
● Determine Accela to Digital Plan Room user role mappings ● Determine Digital Plan Room discipline configuration
● Determine required Approval Stamps

The project dashboard will document and keep track of all the Configuration Analysis tasks and determinations.

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Company Responsibilities:
● Providing timely and appropriate responses to Customer’s request for information ● Interviewing staff to understand existing business processes ● Conducting to-be analysis sessions to capture the required business processes to be automated within the system
● Conducting meetings via email, web conference, and phone to gather and validate analysis input

Customer Responsibilities:
● Providing timely and appropriate responses to Company’s requests for information. ● Making available the appropriate Customer key users and content experts to provide the required information, participate in the configuration analysis, and verify the accuracy of the documented workflows, input/output formats, and data elements ● Providing any existing business process documentation, including process flows; fee schedules; commonly used applications, reports, and forms; and other relevant information ● Scheduling participants and meeting locations for analysis activities

Acceptance Criteria:
● Completion of To-Be Analysis Sessions

Acceptance Review Period:
● Seven (7) business days

Phase 1 - Deliverable 4: Digital Plan Room Configuration The Company will configure the Digital Plan Room and make any modifications to the Accela Civic Platform configuration based on the requirements and determinations agreed upon in Deliverable 3.

The following high-level tasks will be performed:
● Configure Accela Civic Platform standard choices for the Digital Plan Room as defined in the previous Deliverable
● Configure new Accela document types and associated business rules ● Configure Digital Signature validation
● Configure Digital Plan Room EMSE library and required scripts ● Implement custom EMSE scripting as determined during Configuration Analysis ● Design, create and configure Approval Stamps as determined during Configuration

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Documentation on the software configuration specific to the Customer will be provided to the Customer’s administrative and technical team for reference.

Company Responsibilities:
● Providing timely and appropriate responses to Customer’s request for information ● Configuring the solution components as defined in the To-Be Analysis sessions

Customer Responsibilities
● Providing timely and appropriate responses to Company’s requests for information ● Making available the appropriate Customer key users and content experts to participate in creating the system to learn about the system (knowledge transfer) ● Working with Company to verify that the system meets the requirements captured in the To-Be Analysis sessions

Acceptance Criteria:
● Configuration documentation provided to Customer
● The customer has 15 business days to conduct an initial review of the Digital Plan Room configuration. If no changes or comments are requested within 15 days, the deliverable is considered approved by the Customer. Upon delivery of the Customer's initial feedback from the initial review, Company will complete the necessary changes and updates. The second and final review will have 7 business days for acceptance. Upon delivery of Customer feedback from the second and final review, Company will complete the necessary changes and updates.

Acceptance Review Period:
● Seven (7) business days

Phase 2: User Acceptance Testing, Training & Go-Live Phase In this phase, the test deployment will evolve into a fully functioning electronic plan review deployment, guided by feedback and input from Customer staff. The Customer’s participants are given full access to the deployment created in the previous phase and will conduct “test” electronic plan review workflows using sample data and plans. During this phase, the team will simulate as many real-life conditions and project types as possible to understand the capabilities of the designed workflow. Customer staff will record any issues to be assessed and corrected as agreed by both parties. Additionally, training sessions are conducted for administrators and end-users, and any additional training documentation is also provided in this phase.
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Phase 2 - Deliverable 1: User Acceptance Testing (UAT)
During UAT, the Company will assist the Customer in testing and validating the configuration and readiness for migration to production. A template test plan that includes general best practices will be provided to the Customer. In cooperation with the Customer, the test plan will be refined to align with the Customer’s configuration and business use cases.

After the test plan is completed, the testing effort will commence. This effort will require a significant time commitment from the Customer. The Company will assist the Customer through UAT support and address and resolve issues identified during the UAT process as the Customer's staff carries out the test plan.

Once the entire team reaches a consensus and is confident in the solution, the configuration will be prepared for final migration to production and Go-Live. At this point, a specific Go-live date will be established. UAT will take up to eight [8] weeks, with two [2] to three [3] weeks estimated for UAT script development by the Company, two [2] to three [3] weeks of testing by the Customer, and two [2] weeks of Critical and High issue resolution by the Company. A change order is required to add more support if the Company’s UAT support exceeds two [2] weeks.

For issues classified as Critical or High defects, a support ticket is opened with the company's engineering team using the company’s Service Desk process for review and resolution. All Critical and High defects must be resolved before completing UAT. The following defines Critical and High defects:
● Critical – Major test case(s) are blocked from successful execution without an available workaround. During dry runs and formal test executions, a test critical defect must have an acceptable workaround or fix as soon as possible.
● High – Significant degradation in primary operational functions or performance/stability. No workaround is available. During dry-runs and formal test executions, a defect categorized as High requires a fix or acceptable workaround as soon as possible. ● Medium – Workaround available for total or partial loss of major operational functions. It has a marginal impact on major operational functions.
● Low – A system problem that does not prohibit the successful completion of a test. No significantly noticeable impact on system operations.

Company Responsibilities:
● Developing the User Acceptance test scripts
● Providing recommendations on testing strategy and best practices ● Supporting the Customer in up to two [2] weeks of UAT effort and the validation of the system configuration and its readiness for migration to production for active use ● Resolving all Critical and High defects discovered because of UAT activities

Customer Responsibilities:
● Providing timely and appropriate responses to the Company’s request for information 168
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● Making available the appropriate Customer key users and content experts to participate in UAT as defined and managed by Customer
● Utilizing the use cases documented in each Configuration Document Deliverable as the basis for the acceptance of this Deliverable
● Conducting up to three [3] weeks of UAT following the development of test scripts by Company

Acceptance Criteria:
● Creation of UAT scripts by Company
● Completion of up to two [2] weeks of UAT support by the Company ● Completion of up to three [3] weeks UAT by the Customer ● Resolution of all Critical and High defects by Company discovered during UAT by Customer

Acceptance Review Period:
● Seven (7) business days
Phase 2 - Deliverable 2: Administrative and Technical Training The Company will provide training to the Customer's staff, focusing on the administrative and technical setup, as well as Digital Plan Room administration and configuration. The goal is to educate Customer staff in all aspects of the Digital Plan Room solution and ensure that they are confident before Go-Live.

The Company will provide remote training sessions that span 4 hours. Customer staff are responsible for selecting qualified users for the training, who are critical to project success. The following topics will be covered as part of the training session:
● Accela workflow integration
● Plans and Documents upload
● Digital Plan Room roles and mapping to Accela roles
● Digital Plan Room Standard Choices
● Digital Signatures validation
● Approval Stamps creation and deployment

Company Responsibilities:
● Coordinate with the Customer to define the training schedule and logistics ● Deliver training per the specific requirements listed above

Customer Responsibilities:
● Select and prepare the power-users who participate in the training and subsequently training end-users
● Arrange the time and qualified people for the training who are critical to the project success ● Provide suitable Customer facilities to accommodate various training classes 169
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● Ensure that users are proficient in using PC’s in a Windows environment as a prerequisite for the course
● Ensure that users are familiar with the use of standard Internet browsers as a prerequisite for the course
● Ensure that the users install prerequisite software prior to training

Acceptance Criteria:
● Execution of administrative and technical training courses

Acceptance Review Period:
● Seven (7) business days

Phase 2 - Deliverable 3: End User Training
The Company will undertake all necessary training to operate electronic plan review processes across relevant departments. Training materials and required training sessions will be developed and conducted.

The Company will provide the following onsite or remote training sessions to the Customer End Users (Users with non-administrative roles) within the same week:
● One [1] two-hour session for Intake Specialists/Permit Technicians with the same curriculum for each session
● Two [2] four-hour sessions for Plan Reviewers/Managers with the same curriculum for each session

It is recommended that each training session be recorded for reference.

The course curriculum is as follows:

Intake Specialists/Permit Technician Curriculum
Description
ePermitHub Digital Plan Room
embedded into Accela Citizen
Access
● Plan submittal from the customer perspective
○ Understanding the process, a customer will
follow to submit an application and submit
plans and supporting documents
○ Review the types of file validation & digital
signature validation occurring during
submittal and how to interpret any errors
○ Walkthrough file processing and reviewing
the automated sheet numbering.
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● Resubmittal process from the customer perspective
○ Reviewing & answering issues from a rejected
plan set
○ Completing the resubmittal of plan
addressing the answered issues.
ePermitHub Digital Plan Room
embedded into Accela Civic
Platform Back Office
● Plan submittal from a staff perspective when done in- house
● High-level review of Plan Reviewer activities
○ Learn at a high-level the steps a plan reviewer
will perform and how they affect what the
customer will see in Accela Citizen Access

Plan Reviewers/Managers Curriculum
Description
ePermitHub Digital Plan Room
embedded into Accela Civic
Platform Back Office
● Accela workflow and the digital plan room
○ Learn how the digital platform interacts with
the Accela workflow
● Completing a plan review
○ Navigating the digital plan room
○ Overview of the viewer and available tools
○ Creating issues & markup
○ Reviewing issues and filtering tools
○ Sheet versioning
○ Comparison tools
○ Stamping
● Rejecting plans & requesting revisions
● Resubmittals & approving plans
● Create print set
● Overview of Intake Staff usage of the digital plan
room
○ Plan submittal from a staff perspective when
done in-house
ePermitHub Digital Plan Room
embedded into Accela Citizen
Access
● Overview of customer usage of digital plan room
○ Plan submittals and file validation &
processing
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○ Reviewing and answering issues contextually
from the plan markup

Company Responsibilities:
● Coordinating with the Customer to define training schedule and logistics ● Providing End User Training as described above

Customer Responsibilities:
● Selecting and preparing the power-users who will be participating in the training and subsequently training end-users
● Arranging the time and qualified people for the training who are critical to the project success ● Providing suitable Customer onsite facilities to accommodate various training classes ● Ensuring that users are proficient in using PC’s in a Windows environment as a prerequisite for the course
● Ensuring that users are familiar with the use of standard Internet browsers as a prerequisite for the course

Acceptance Criteria:
● Execution of End User Training course to the Customer as described above

Acceptance Review Period:
● Seven (7) business days

Phase 2 - Deliverable 4: Agency Customer Enablement
In this context, the “Agency” (i.e., County, county, state, etc.) is the Company’s customer, and the “Agency Customer” is the Agency’s customers, such as the licensed professionals, owners and general public leveraging the ePermitHub Digital Plan Room embedded in Accela Citizen Access to:
● Submit their initial electronic plans and supporting documents ● Respond to Issues related to their plans created by Agency Plan Reviewers ● Resubmit corrected plan sheets (aka, digital slip sheets) ● Access and print approved documents of their plans

During Agency Customer Enablement, the Company co-presents webinar-based training with the Customer. The Customer publishes videos to a dedicated Digital Plan Room information page on the Customer’s website.

Company Responsibilities:
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● Provide three [2] web-based Agency Customer training sessions of one [1.5] hours each covering the following topics:
○ Plan Submittal
○ File Validation Overview
○ Response to Agency Correction comments
○ Plan Re-submittal

Customer Responsibilities:
● Creating a dedicated public-facing information web page for related Digital Plan Room videos ● Coordination of the external customer webinar scheduling, registration and launching of the training

Acceptance Criteria:
● Two [2] web-based Agency Customer training sessions of one [1.5] hour each completed covering the following topics:
○ Plan Submittal
○ File Validation Overview
○ Response to Customer comments
○ Plan Re-submittal
● Execution of training for Customer’s customers as described above

Acceptance Review Period:
● Seven (7) business days

Phase 2 - Deliverable 5: Production Planning & Go-Live Migration During Go-Live Migration & Production Planning the Company and Customer will work together to develop both Go-Live Migration and Production Planning documents. The Production Plan details the pre-installation, Accela back-office installation, and Accela Citizen Access installation activities for the Digital Plan Room. The Go-Live Migration Plan details how migration will take place from the Customer’s existing plan review process/solution to the Digital Plan Room solution, including how to handle inflight plan review projects.

Company Responsibilities:
● Creating an initial draft of the Go-Live Migration Plan document ● Finalizing Go-Live Migration Plan document with Customer ● Creating an initial draft of the Production Plan document ● Finalizing Production Plan document with Customer
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● Remote support during Go-Live

Customer Responsibilities:
● Providing feedback on the initial draft of the Go-Live Migration Plan document ● Providing feedback on the initial draft of the Production Plan document ● Providing technical and functional user support for pre and post-Go-Live planning, execution, and monitoring
● Providing timely and appropriate responses to Accela’s request for information ● Assisting in the development of a Cutover checklist that details the critical tasks that must be accomplished prior to moving to Production
● Making available the appropriate Customer key users and content experts to participate in user acceptance testing as defined and managed by Agency

Acceptance Criteria:
● Go-Live Migration Plan document finalized
● ePermitHub Digital Plan Room used in the Production environment for daily use

Acceptance Review Period:
● Seven (7) business days

Phase 2 - Deliverable 6: Post-Go-Live and Transition to Company Support

Upon Go-Live, the Customer takes ownership of the solution in production and performs the Tier 1 and Tier 2 support functions covering Medium and Low defects as defined above in “Phase 2 - Deliverable 3:

UAT”. This deliverable consists of the Post Go-Live support assistance the Company provides (Tier 3) to address Critical and High issues, “Phase 2 - Deliverable 3: UAT”, and provide consultative advice immediately following the move to Production for daily use.

Additionally, a formal meeting will be scheduled with the Customer, the Company Professional Services Team, and the Company Customer Support to transition support of future issues and questions from the Customer to the Company Customer Support program.

In terms of specific output, the following will be executed for this deliverable:
● 6-weeks of Post-Go-Live Support
● Finalized post-production issues list
● Resolution of all Critical and High defects as defined above in “Phase 2 - Deliverable 3: UAT” ● The transition of support from the Professional Services team to Customer Technical Support for ongoing support

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Company Responsibilities:
● Daily 30-minute standing calls for first two [2] weeks following Go-Live ● Two 30-minute standing calls per week for the second two [2] weeks following Go-Live ● One 30-minute standing call per week for the third two weeks [2] following Go-Live ● Transfer ongoing support of the Customer to the Company Support program

Customer Responsibilities:
● Provide technical and functional user support for post-production support and monitoring ● Develop and maintain a Post Production Issues List
● Provide timely and appropriate responses to the Company’s request for information ● Following the post-Go-Live support period, the Customer will submit Production technical support issues through the Company Service Desk process for review and resolution

Acceptance Criteria:
● Six [6] weeks of Post Go-Live support provided
● Resolution of all Critical and High defects as defined above in “Phase 2 - Deliverable 3: UAT” discovered during Post Go-Live support period
● Transfer meeting regarding ongoing support of the Customer to the Company Support program conducted

Acceptance Review Period:
● Seven [7] days

Risk and Issue Management
Project risks are characteristics, circumstances, or features of the project environment that may have an adverse effect on the project or the quality of its deliverables. Known risks identified with this project have been included below. A plan will be put into place to mitigate the impact of each risk on the project.

1. Current process As-Is documentation details are not enough to understand differences in future software state.

2. The gap analysis may identify additional functionality not represented during the pre- contracting process, causing an increase in scope and/or budget.

3. The integration scope is altered and extended, causing go-live issues.

4. Test plans not detailed enough to handle all business needs.

5. Equipment needed to run the software is not identified or available at the Customer site.

6. Customer staff availability for User Acceptance testing. 175
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7. Customer staff availability for training.

8. Customer organizational change management not thorough enough to gain acceptance of new software.

9. Dependency on the Accela configuration that is required for the ePermitHub solution (i.e., configured base record types including fees, workflows, intake forms, etc.).

To mitigate and resolve project risks, the Company team will:

● Develop and maintain a Risk and Issues Management tracker to maintain collaboration between the Customer project leadership, Accela and Company implementation team. ● Work with the Customer in order to resolve or mitigate risks or issues with the objective of not compromising project deliverables
● Escalate Risks and Issues when necessary to the appropriate Customer team leadership

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Appendix B: Accela Record Types with Plan Reviews
in Project Scope
• Reference Appendix A of the Accela Statement of Work for record types per phase 177