Agenda packet — Visalia City Council, May 4, 2026 (part 1 of 2)

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
Visalia City Council
707 W. Acequia
Visalia, CA 93291
Monday, May 4, 2026 7:00 PM City Council Chambers

ROLL CALL
CALL TO ORDER REGULAR SESSION - 7:00 PM

PLEDGE OF ALLEGIANCE

INVOCATION LED BY MISSIONARY ERIK MENCHACA, WORLD MISSION

SOCIETY CHURCH OF GOD

SPECIAL PRESENTATION / RECOGNITION

PUBLIC COMMENTS
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.

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1 Visalia City Council Meeting Agenda - Final May 4, 2026

1. Authorization to read ordinances by title only. 25-0704

2. Southern California Edison Charge Ready Programs -
Authorization to submit enrollment applications to both the Southern California Edison Charge Ready Business and Transport Programs to develop program participation agreements for the design, construction and installation of the necessary infrastructure for new charging infrastructure at the new Civic Center and Convention Center, other City facilities if deemed feasible,and to expand the charging equipment at the City’s Transit Operations and Maintenance Facility and new charging infrastructure at the City’s Public Works Corporation Yard and at the Tulare County Office of Education Doe Avenue Complex.
25-0596

3. Approve a contract for the supply of auto parts- Approve a contract with Genuine Parts Co. dba Napa Auto Parts to supply parts and accessories for the Fleet Division utilizing Sourcewell Contract with an annual not-to-exceed amount of $1,200,000, for an initial term through January 10, 2029, which may be extended for up to two additional one-year terms, to align with the Sourcewell contract, with a maximum contact amount of $6,000,000 over the life of the contract, including extensions.
25-0752

4. Approve a contract for miscellaneous Fleet parts - Approve a contract with Lawson Products to supply small parts, fasteners, hydraulic hoses, clamps, and vehicle repair supplies for the Fleet Division utilizing the Omnia Partners Contract with an annual not-to-exceed amount of $175,000 for an initial term through October 31, 2027, which may be extended for up to two additional one-year terms, to align with the Omnia Parters Contract, with a maximum contract amount of $525,000 over the life of the contract, including extensions.
25-0753

5. Authorization to assist the Tulare County Association of Governments in preparing and submitting a joint regional application for Transit and Intercity Rail Capital Program Cycle 8 State grant funds - Authorize the City’s assistance and participation in preparing a joint regional application with the Tulare County Association of Governments and Tulare County Regional Transit Agency (TCRTA) for Transit and Intercity Rail Capital Program Cycle 8 State grant funds for capital improvements to the planned Cross Valley Express and Mooney Boulevard Bus Rapid Transit systems.
25-0773

6. Notice of Completion - Request authorization to file a notice of completion for River Run Ranch 6 & 7 subdivision located along the north side of East St. Johns Parkway between North McAuliff Street and North River Run Street.
25-0775

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2 Visalia City Council Meeting Agenda - Final May 4, 2026

7. Ordinance Adoption - Second reading and adoption of Ordinance No. 2026-03, amending Visalia Municipal Code Section 1.13 Administrative Code Enforcement Procedures and Penalties. 25-0776

8. Approve Amended Resolution No. 2026-14 - Approve amended Resolution No. 2026-14 revising the grant term from January 30, 2029, to September 30, 2029, as authorized by the Board of State and Community Corrections Board of the California Violence Intervention and Prevention.
25-0780

9. Ordinance Adoption of Airport Lease Agreement - Second reading and adoption of Ordinance No. 2026-02 authorizing the City Manager to execute an airport lease agreement between the City of Visalia and the United States of America Department of Transportation Federal Aviation Administration.
25-0785

REGULAR ITEMS AND PUBLIC HEARINGS
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. Inclusive Park Project - Review and approve the new proposed site location (McAuliff and Millcreek Parkway) for the Inclusive Park Project and approve contract amendment No. 2 in the amount of $405,500.63 to Westwood Professional Services for the change and update in design scope.
25-0777

2. Measure N Public Hearing- Conduct the second of two public hearings on the proposed 10-year plan (2027-2037) and approve the 2026/27 & 2027/28 proposed budget.
25-0781

CLOSED SESSION REPORT

ADJOURNMENT

UPCOMING CITY COUNCIL MEETINGS

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3 Visalia City Council Meeting Agenda - Final May 4, 2026

1. Upcoming City Council Meetings
Wednesday, May 13, 2026 @ 4:00 p.m. * Special meeting
Monday, May 18, 2026 @ 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.
25-0706

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4 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0704 Agenda Date: 5/4/2026 Agenda #: 1.

Agenda Item Wording:

Authorization to read ordinances by title only.

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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0596 Agenda Date: 5/4/2026 Agenda #: 2.

Agenda Item Wording:

Southern California Edison Charge Ready Programs - Authorization to submit enrollment applications to both the Southern California Edison Charge Ready Business and Transport Programs to develop program participation agreements for the design, construction and installation of the necessary infrastructure for new charging infrastructure at the new Civic Center and Convention Center, other City facilities if deemed feasible,and to expand the charging equipment at the City’s Transit Operations and Maintenance Facility and new charging infrastructure at the City’s Public Works Corporation Yard and at the Tulare County Office of Education Doe Avenue Complex.

Agenda Date: 05/04/2026
Prepared by:

Caleb Bowman, Transit Management Analyst, [email protected], (559)713-4594; Angelina Baker, Transit Manager, [email protected], (559)713-4591; John Lollis, Assistant City Manager, [email protected], (559)713-4323
Department Recommendation:

Staff recommends that the City Council authorize the submission of enrollment applications to the Southern California Edison (SCE) Charge Ready Business and Transport Programs to develop Program Participation Agreements for the design, construction and installation of the necessary infrastructure for new charging infrastructure at the new Civic Center and Convention Center, other City facilities if deemed feasible, and to expand the charging equipment at the City’s Transit Operations and Maintenance Facility and new charging infrastructure at the City’s Public Works Corporation Yard and at the Tulare County Office of Education Doe Avenue Complex to support electrification growth efforts for general City, Transit and Public Works vehicles.

Summary:

Authorize City staff to submit enrollment applications to the SCE Charge Ready Business and Transport Programs to develop program participation agreements as a low- or no-cost funding option for the design, construction and installation of electric vehicle charging equipment at the new Civic Center, Convention Center, the City’s Transit Operations and Maintenance Facility, the City’s Public Works Corporation Yard, the Tulare County Office of Education Doe Avenue Complex to support general City, Transit and Public Works electrification growth and other City facilities if deemed feasible.

Background Discussion:

The California Public Utilities Commission (CPUC) issued a decision adopted on September 2, 2020, approving SCE’s Charge Ready Program. The decision approved the 4-year program and $436 million in funding, comprised of approximately $417.5 million for charging infrastructure, $14.5 million for marketing, education, and outreach, and $4.3 million for an evaluation of the Charge Ready infrastructure and market education programs.

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File #: 25-0596 Agenda Date: 5/4/2026 Agenda #: 2.

To be eligible for participation in the Charge Ready Program, qualifying non-residential entities must own, lease, manage, or be the customer of record for the site where the electric vehicle (EV) charging equipment is to be installed, and all project sites must be located within SCE’s service area.

SCE is generally responsible for designing and installing the supporting infrastructure, and participants are generally responsible for the selection, purchase, and installation of the charging equipment.

The Charge Ready Business Program would facilitate the development of electric charging infrastructure at both the City’s new Civic Center and the Convention Center, and other City facilities if deemed feasible. Business Program requirements include:

1. Separate metering.

2. Minimum of four (4) Level 2 charging ports.

3. Own or lease the property where chargers are installed, and operate and maintain chargers for a minimum of ten (10) years.

4. Select, purchase and install SCE-approved charging equipment.

5. Participate in Time-Of-Use Rate and Demand Response Program.

6. Charging equipment network communications.

Specific to the Charge Ready Transport Program, in 2016 the Transit Division installed basic infrastructure to support seventeen (17) charging stations for Zero-Emission Buses (ZEB’s) through a California Air Resources Board (CARB) grant. Currently, ten (10) of those charging stations are operational with the remaining seven (7) needing additional improvements to become functional.

Further, these additional improvements will require SCE circuit and transformer upgrades to support the increased electrical load. Transit is also exploring the potential of installing electrical infrastructure at the Tulare County Office of Education Doe Avenue Complex to support future transit operations in the Visalia Industrial Park corresponding with the Cross Valley Corridor project and Visalia Connect microtransit. These low- or no-cost funding possibilities will be explored in collaboration and partnership with representatives from the SCE Charge Ready Program in the coming months upon submission of the enrollment application.

The Transit Division will also partner with the Public Works Department to pursue the development of electric vehicle charging infrastructure at the City’s Public Works Corporation Yard through the SCE Charge Ready Transport Program. Short-term planning would include one (1) or two (2) charging stations with the foundation for future expansion with underground infrastructure. This improvement is important with the recently Council-approved purchase of the battery-electric solid waste truck and future electric vehicle purchases in keeping with State fleet transition regulations. Collaboration with SCE for electrification planning will be subject to the Corporation Yard Master Plan.

Transport Program requirements include:

1. Lease, purchase, or convert at least two (2) medium- or heavy-duty battery-powered electric vehicles within eighteen (18) months of enrollment application.

2. Own or lease the property where chargers are installed, and operate and maintain chargers for a minimum of ten (10) years.

3. Separate metering.

4. Select, purchase and install SCE-approved charging equipment.

5. Provide data related to charging equipment usage for a minimum of five (5) years.

6. Provide a property easement for the SCE infrastructure.

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File #: 25-0596 Agenda Date: 5/4/2026 Agenda #: 2.

SCE Charge Ready Business and Transport Program enrollment applications are due to SCE by June 30, 2026, and Program Participation Agreements between the City and SCE must be signed by December 31, 2026.

Fiscal Impact including annual maintenance and operating costs:

Each SCE Charge Ready Program project is estimated to cost up to $1 million. Without the SCE funding program, the City would potentially be responsible for the infrastructure developments costs.

The SCE Program requirements include that the City operate and maintain installed chargers for a minimum of ten (10) years.

Prior Council Action: None
Alternatives: To not authorize the submission of the enrollment application and/or add and/or remove project locations.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the submission of enrollment applications to the SCE Charge Ready Business and Transport Programs to develop program participation agreements for the design, construction and installation of the necessary infrastructure at the new Civic Center and Convention Center, other City facilities if deemed feasible and to expand the charging equipment at the City’s Transit Operations and Maintenance Facility and new charging infrastructure at the City’s Public Works Corporation Yard and the Tulare County Office of Education Doe Avenue Complex.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 06/30/2026
Attachments:

1. SCE Charge Ready Program Guidelines

2. SCE Charge Ready Transport Program Fact Sheet

3. SCE Charge Ready Transport Program Quick Reference Guide Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply.

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File #: 25-0596 Agenda Date: 5/4/2026 Agenda #: 2.
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CHARGE READY
Program Guidelines
Visit us at sce.com/chargeready or email [email protected] Version 2.4 - Rev 0426
10 Table of Contents 2

TABLE OF CONTENTS
Program Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Level of Funding and Program Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Program Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Program Eligibility..................................................................... 3 How the Program Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Charging Equipment and Installation Rebate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Turn-key Installation (available to Multi-Family properties). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Maintenance and Networking Rebate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Customer-Side Make-Ready Rebate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Small Site Rebate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 New Construction Rebate (available to Multi-Family properties). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Direct Current Fast Charging (DCFC) Rebate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Rebate Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Program Participation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Eligible Charging Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Make-Ready Infrastructure and Charging Station Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Rate Plan Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Detailed Program Activities and Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Charging Equipment and Installation Rebate Process Diagram and Program Description . . . . . . 11 Turn-key Installation Process Diagram and Program Description . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Glossary of Terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 11 Program Overview 3
Introduction
The Charge Ready Program supports both California’s greenhouse gas (GHG)-reduction goal and local airquality requirements by providing financial assistance and subject matter expertise to help expand the charging infrastructure available for electric vehicles (EVs). The program assists customers by providing technical assistance and reducing costs for installation of the electric vehicle charging infrastructure and equipment.

Level of Funding and Program Duration
The California Public Utilities Commission (CPUC) issued a decision adopted on September 2, 2020 approving SCE’s Charge Ready program. The decision approved the 4-year program and $436 million in funding, comprised of approximately $417.5 million for charging infrastructure, $14.5 million for marketing, education, and outreach, and $4.3 million for an evaluation of the Charge Ready infrastructure and market education programs.

Program Goals
The Charge Ready program provides another step toward meeting California’s goal of attaining a 40 percent reduction of greenhouse gas emissions from 1990 levels by 2030 and an 80 percent reduction by 2050, by providing funding for the addition of up to over 30,000 EV charging ports in Southern California Edison Company’s (SCE’s) service territory.

Program Eligibility
To be eligible for participation in the Charge Ready Program, qualifying non-residential entities must own, lease, manage, or be the customer of record for the site where the EV charging equipment (also referred to as Electric Vehicle Supply Equipment, or EVSE) is to be installed. Applicants, if not the owner of the site, are required to obtain consent from the property owner to install the equipment and grant any required easements. All project sites must be located within SCE’s service area.

To participate in the program, applicants are required to complete an online enrollment form. Applicants that have previously participated in another transportation electrification program offered by SCE are also eligible to participate in this program.

This program is comprised of several different infrastructure and rebate options intended to incentivize the installation of an expanded EV charging network to support the continued growth and further adoption of electric vehicles. The multifaceted program provides different levels of infrastructure support and rebates which are made available based on the select characteristics of a given project and/or a project’s geographic location. This program guidelines will provide a high-level overview of all the rebate program options, and go into further detail on the process, eligibility, and requirements specific to the Charging Infrastructure and Rebate, Customer-Side MakeReady Rebate, and Turn-Key Rebate programs.

SCE will review the applications received and determine participation eligibility based on several factors including but not limited to:
• The applicant’s qualification for the program selected.

PROGRAM OVERVIEW
In July 2024, the CPUC approved the extension of the Charge Ready Make-Ready Infrastructure programs. Applications will be accepted until December 31, 2026, provided funding is available. 12 Program Overview 4
• The number of applications submitted by the same non-residential entity for multiple sites. • The project site’s geographic location and categorization (priority of site). • The number of charging ports requested.
• The overall complexity and cost of the project.
• The level of remaining program funds.
• Alignment with certain goals established by the CPUC.

If the project is accepted for initial qualification, SCE will work with the applicant to ensure the remaining steps in the participation process are executed.

How the Program Works
The Charge Ready Make-Ready program options provide the necessary infrastructure to support the installation of EV charging infrastructure at low- to no-cost to the program participant. This collective infrastructure work is referred to as the “make-ready”1 portion. There are primarily two segments of work associated with make-ready.

These include: 1) Utility-side of the meter infrastructure 2) Customer-side of the meter Infrastructure.

The program also provides rebates for the purchase and installation of the charging equipment, subject to availability.

Figure 1 illustrates the two basic segments of infrastructure work. If the customer chooses to self-install the infrastructure on the customer-side of the meter (as shown in the graphic on the right in GREEN), they will then qualify to receive this rebate.
1 The make-ready infrastructure is illustrated in yellow on the left-hand side of Figure 1.

FIGURE 18:

Charge Ready Transport program - infrastructure delineation.

Participant Site
Infrastructure
Utility Distribution
Infrastructure
Utility side
of the Meter
Customer side
of the Meter
Transformer
Service Conduits and Wires
Meter Panel
Charging Stations
Charging Stations

MAKE-READY INFRASTRUCTURE
(SCE-BUILT)
Program covers costs associated with service drop, meter, panel and circuit dedicated to EV charging. Make-Ready ends at interconnection point with customer charging equipment providing AC service.

MAKE-READY INFRASTRUCTURE
(CUSTOMER-BUILT PORTION)
Program covers costs associated with service drop, meter, SCE infrastructure ends at interconnection point with customer provided panel.

Customer will provide panel and construct all conduits and wires leading to interconnection point with charging equipment.

Figure 1 – Charge Ready Program Infrastructure Delineation 13 Program Overview 5
The Charge Ready Make-Ready program offers three different program options. These include:
1) Charging Infrastructure and Rebate. In addition to SCE providing the utility-side and customer-side of the meter supporting infrastructure (also referred to as make-ready), this program also offers eligible participants a rebate to offset the costs associated with the purchase and installation of SCE-approved charging equipment. The amount of the rebate will depend on the power level of the charging equipment selected, and the designation of the site where it will be installed. Participating sites located in a top quartile disadvantaged community (DAC) will qualify for the largest rebate, with lower rebates offered to non-DAC multi-family property sites and other non-residential entities.

Within the Charging Infrastructure and Rebate program, two additional options are available to ONLY residential multi-family property sites located in designated top quartile DAC:
• Turn-key Installation. Under this option, SCE will provide complete turn-key installation of the required supporting infrastructure, and install, operate and maintain the Level 2 charging equipment. 2 Through this program option, SCE will:
• Design, install, operate, and maintain the make-ready (pole to connection point for charging equipment) infrastructure.
• Select, purchase, and install the charging equipment. • Contract directly with a qualified and SCE approved network services provider to establish and maintain charging equipment enabled network communications. • Operate and maintain the charging equipment for a 10-year duration. • Collect any revenues and remit payments to the participant.

Participants choosing this option will determine the pricing associated with the use of the charging equipment and will be responsible for the associated electricity charges.

If a qualifying participant chooses to instead own and operate the charging equipment, they can enroll in the Charging Infrastructure and Rebate program, purchase and install the equipment and qualify to receive an additional rebate (the Maintenance and Networking Rebate option described below) which is intended to offset the maintenance and networking fees associated with operating the charging equipment.
• The Maintenance and Networking Rebate Option. This rebate option is available to those that choose not to participate in the Turn-key Installation option, and instead would prefer to own and operate the charging equipment. By doing so, these participants would enroll in the Charging Infrastructure and Rebate program (program option 1) and receive this one-time rebate intended to offset the maintenance, networking and warranty costs associated with owning and operating L2 charging equipment. 14 Program Overview 6
2) The Customer-Side Make-Ready Rebate Option. This rebate option is available to ANY participant who chooses to design, purchase, and install the customer-side of the meter infrastructure work. The CustomerSide Make-Ready Rebate is intended to offset up to 80 percent of the costs that SCE would otherwise incur for performing the work.
3 Every participant will have the choice to perform this work themselves and qualify to receive the rebate, or to have SCE perform the work at no additional cost to the participant.

Figure 1 illustrates the two basic segments of infrastructure work. If the customer chooses to self-install the infrastructure on the customer-side of the meter (as shown in the graphic on the right in GREEN), they will then qualify to receive this rebate.
3) Small Site Rebate. This program is available for projects planning to install up to four EV charging ports.

The Small Site Rebate program offers savings for multi-family and commercial properties. The program provides a rebate of up to $10,000 per port for qualified sites. SCE will perform all the necessary utility-side of the meter infrastructure work. The rebate is intended to help offset the costs associated with the design, procurement, installation, and maintenance of qualifying charging equipment. For additional information about the Small Site Rebate program, please visit https://www.sce.com/evbusiness/chargeready/smallsite-rebate.

The Charge Ready Program offers a variety of additional rebate program options. Below is a brief description of these rebate programs. For more information and specific details on each program, please reference the corresponding program guidelines.

New Construction Rebate. The New Construction Rebate is ONLY available to multi-family developments. This program provides rebates to qualifying participants, generally property owners or developers of new multi-family properties to encourage the installation of operational EV charging stations during construction. For additional information about the New Construction Rebate program, please visit https://www.sce.com/evbusiness/chargeready/new-construction-rebate.

Direct Current Fast Charging (DCFC) Rebate. The DCFC program is available to publicly accessible, short dwell time (less than 2 hours) properties who choose to purchase and install two or more DCFC charging stations. The program covers the utility-side infrastructure upgrades and offers a rebate to help offset a portion of your cost of the customer-side infrastructure upgrades. Charging equipment rebates are also available to offset the purchase and installation of qualifying charging equipment. For additional information about the DCFC Rebate program, please visit https://www.sce.com/evbusiness/ chargeready/DCFC.
2 L1 and DCFC does not qualify for installation under this program option. 3 80 percent of the estimated average utility direct cost for installing the customer-side make-ready infrastructure. 15 Program Overview 7
Charge Ready Make-Ready Program Offerings Comparison
To meet our customers varying needs, we are pleased to make available four Charge Ready Program offers for business and multi-family properties. The table below describes and compares each unique program along with potential rebates and key requirements. For more information about our robust Charge Ready to help you become part of California’s electric vehicle (EV) future, visit us at sce.com/chargeready. *Rebate amounts are limited and dependent on remaining funding available in the program. **Maintenance and Networking Rebate values are not guaranteed. Rebates are subject to change at any time based on funding availability.

TURN-KEY

INSTALLATION

SMALL SITE
REBATE

CHARGING

INFRASTRUCTURE

AND REBATE

CUSTOMER-SIDE

MAKE-READY REBATE
Qualification
Only Multi-family
Property Sites
Located in a
Designated DAC
Non-Residential
& Multi-family
Property Sites
Non-Residential and
Multi-family Property
Sites
Non-Residential & Multifamily Property Sites
Min/Max Port Count
Minimum of 4
Ports
(L2 Only)
Maximum of 4
ports
(L2 Only)
Minimum of 4 Ports
(L2 Only)
Minimum of 4 Ports
(L2 Only)
Utility-Side
Infrastructure SCE-built SCE-built SCE-built SCE-built
Customer-Side
Infrastructure SCE-built Customer-built SCE-built Customer-built Charging Equipment
Ownership,
Maintenance &
Operation
SCE Customer Customer Customer
Meter Customer
of Record Customer Customer Customer Customer
Set Charging Station
Fees Customer Customer Customer Customer
Charging
Equipment/Station
Rebates
None
$10,000 Per
Station Port.

Costs not to
exceed 100%
of customer
installed costs
See Rebate Summary
Table
See Rebate Summary
Table
Infrastructure
Rebate for
Customer-Built
Infrastructure
None None
80% of SCE’s Estimated
Costs. Optional: Available to
all participants choosing to
self-build
Maintenance &
Networking Rebate –
L2 Only
None None
Only available to Multifamily in DAC; Up to
$5,700 per Single-Port
Station, up to $11,400
per Dual-Port Station**
None
Charging Equipment
Operational
Duration
Minimum of 10
years
Minimum of 10
Years Minimum of 10 years Minimum of 10 years
TOU Rate and
Demand Response
Program Enrollment
Required Required Required Required
Separate Metering Required Optional Required Required
Charging
Equipment Network
Communications
Required Required Required Required
Offering Overview Charging Equipment Owner Obligation Rebates* Key Requirements 16 Program Overview 8
Rebate Values
The rebates offered under the various program options described above are included in the Rebate Summary Table. All rebate values will be reviewed annually and may be modified during each program year. The rebate values in place at the time a customer submits their application will be solidified for the project site if the application is approved. As it relates to ALL rebates offered through the Charge Ready Program, incentives will not exceed 100% of applicant’s costs.

Program Participation Requirements
The following outlines important program participation requirements (not applicable to the New Construction Rebate, which has its own set of program guidelines).

Participation requirements include:
• All EV charging equipment must be selected from SCE’s Approved Product List (APL) or otherwise approved by SCE for installation under this program, in a quantity approved by SCE. • Program participant must purchase, install, own, and operate the charging equipment. 4 • A minimum installation of 4 ports of L2 charging equipment. • A minimum of 2 ports applies to DCFC Installations.
– DCFC Installation will require at least one CCS and one CHAdeMO or NACS connector to ensure accessibility and optimize usage.
– DCFC charging equipment must be accessible to the general public. – DCFC make-ready infrastructure must be designed and constructed to support at least 150 kW equipment, regardless of any decision by the participant to install lower power DCFC units. • Program participant is required to operate and maintain the charging equipment in good working order for a minimum of 10 years.
5 • Program participant is required to contract with a qualified network services provider from SCE’s Approved Network Provider’s list to ensure devices have active network communications. 6 • Program participant is required to make port level usage and other data available to SCE. • Program participant is required to authorize SCE to share port level, charging episode, meter usage and other charging equipment related data to third parties (such as program evaluators and the CPUC). • All charging equipment must be metered separately using an Edison SmartConnect® meter or other SCE approved meter dedicated to registering the usage to participate in this program. • Program participant will be required to have the meter serving the charging equipment enroll on a Time-ofUse (TOU) rate plan. • Program participant must enroll in at least one qualifying Demand Response (DR) program. • Program participant is responsible for paying all electricity charges associated with the charging equipment. • Program participant will set the pricing associated with driver’s use of the charging equipment. 4 This requirement does not apply to those participants in the Turn-key Installation option. 5 This requirement does not apply to those participants in the Turn-key Installation option. 6 Qualified Network Service Providers are listed on SCE’s APL. For those participating in the Turn-key Installation option, SCE will select and contract with the Network Service Provider.
17 Program Overview 9
• Program participant is responsible for any charging equipment and related installation costs exceeding available rebates.
7 • Program participants are encouraged to maximize accessibility to the charging stations. • Program participant is required to ensure compliance with all other program requirements.

Eligible Charging Equipment
Level 2 and DC Fast Charging (DCFC) equipment are eligible for installation under this Program. Level 2 (L2) typically at 208 volts, and DCFC typically at 480 volts. SCE will provide participants with assistance in evaluating their charging equipment needs and available options.

All charging equipment installed under this program must be listed on SCE’s APL and capable of port-level networked common communication capabilities through Wi-Fi or cellular communications. Installed charging equipment must also be capable of responding to price signals and recording of interval usage energy consumption data. Participants are required to contract with a network services provider to establish and maintain network communications with each charging port. Participants are required to pay any related costs or fees resulting from such services, for the full duration the contracted services. 8 Participants, or their network services provider, at the participants’ direction, are also required to provide SCE with usage and other related data associated with the charging equipment and its use. The required information must be electronically transmitted to SCE monthly in the form and format prescribed by SCE. Aggregated data (not attributable to any specific participant’s site) will be made publicly available as part of SCE’s reporting to the CPUC and various industry stakeholders and may also be used to identify load management opportunities and enhance potential vehicle-to-grid integration opportunities for future utility initiatives.

Make-Ready Infrastructure and Charging Station Installation As described above, the Charge Ready Charging Infrastructure and Rebate Program provides the necessary utility-side and customer-side infrastructure to support the installation of EV charging equipment. This collective infrastructure work is also referred to as the “make-ready”.

There are primarily two segments of work associated with make-ready. These include:

1. Utility-side of the meter infrastructure

2. Customer-side of the meter Infrastructure
As illustrated in Figure 1 above, the utility-side of the meter infrastructure work includes all infrastructure from SCE’s distribution system to a new circuit panel that will be installed to support EV charging equipment.

Included with this work, SCE will install an interval data recording (IDR) meter to capture EV charging equipment consumption data. The meter will track usage in 15-minute increments and will also be used for recording charging equipment energy usage and billing purposes. SCE will always be responsible for designing, procuring, installing, and maintaining the necessary infrastructure located on the utility-side of the meter. 7 This requirement does not apply to those participants in the Turn-key Installation option. 8 This requirement does not apply to those participants in the Turn-key Installation option. 18 Program Overview 10
The next segment of work involves the infrastructure to be located on the customer-side of the meter. This work includes all infrastructure from the new panel that will be set as part of the utility-side infrastructure work, up to the first point of interconnection with the participant’s EV charging equipment. All participants will have the option to have SCE perform the customer-side infrastructure work at no cost to the participant, or alternatively, may choose to design, purchase, install and maintain the customer-side infrastructure work themselves. If participants choose to perform this work, they will be eligible for the Customer-Side Make-Ready Rebate.

The last segment of work includes the actual installation of EV charging equipment. Participants will always be responsible for selecting, procuring, and installing the EV charging equipment, unless the customer is participating in the Turn-key Installation program. All charging equipment purchased for installation under this program must be listed on SCE’s APL. When the participant installs APL listed equipment and meets other eligibility requirements, the participant will qualify to receive a rebate for the purchase and installation of the charging equipment.

SCE will work closely with participants to provide information that may help to inform their decision-making throughout the complex infrastructure selection and deployment process, while attempting to meet their operational needs and balancing any potential grid impacts.

Site Safety
Participation in the Charge Ready Light Duty (CRLD) Program requires that the project site be a safe and suitable location for the installation and operation of EV charging infrastructure. By participating in the program, the customer affirms that the site will be maintained, for the full required program term, in a condition that protects both utility side and customer side infrastructure.

While SCE is responsible for the design, installation, and maintenance of utility side infrastructure, program participants are responsible, at their own expense, for maintaining site conditions that protect SCE owned infrastructure and customer owned equipment, including breaker boxes, switchgear, meters, panels, conduits, and EV charging stations. This includes implementing commercially reasonable preventive safety measures to risks such as theft and vandalism to ensure installed infrastructure remains safe, accessible, and operational throughout the program term, to ensure installed infrastructure remains safe, accessible, and operational throughout the program term.

Rate Plan Options
As mentioned above, participants will be required to enroll on a Time-of-Use (TOU) rate plan associated with the meter serving the EV charging equipment. All EV charging is required to be served on a TOU rate plan for the full 10-year term of service. The TOU rate plans available vary, and appropriate selection will depend on several factors, all of which an SCE representative can help to evaluate. 19 Detailed Program Activities and Processes 11
Charging Infrastructure & Rebate and Customer-Side Make Ready Rebate Option

DETAILED PROGRAM ACTIVITIES AND PROCESS FLOWS
0 Funding
Request
Funding
Reservation
Design and Build Incentive
Request
Compliance
Verification
Complete and
Submit
Application
Screen
Application
Develop
Conceptual
Design
Sign
Agreement
Grant
Easement
Develop
Detailed Site
Design
Grant
Easement
Secure
Permits
Construct
Infrastructure
Install
Charging
Equipment
4 1 2
5 8a 8b
9b
7b
10b
11b
SCE
Customer
Legend

A B D E F
SCE-built Customer-built
Submit
Incentive
Request
Review
Documentation
& Issue Rebate(s)
Verify
Equipment
Installation
Complete
Program
Survey(s)
Monitor
Monthly
Reporting
Verify Equipment
Remains
Operational
14 13
12 15
17 16
Develop
Preliminary Site
Design
7a
Construct
Infrastructure
Secure
Permits
10a
9a
Pre-Construction
Commitments
C
Purchase
Charging
Equipment
6 7a
Install
Charging
Equipment
11a
Conduct Site
Evaluation 3
Process Diagram:

A Funding Request

1. Complete and Submit Application
Description The online application can be accessed through the online program enrollment portal.

This is the project submission phase, also referred to as the project funding request.

Customer Activities
• Complete the online application which is accessible through the program enrollment portal.
• Create a Site Plan annotated with preferred location(s) of the charging equipment and submit with your application.
• If the applicant has already decided which charging equipment it plans to purchase, upload a copy of the charging equipment product specification sheet(s) (requested, but not required).

Documents Required • Site Plan in PDF file format through the program enrollment portal. • Product specifications sheet for the charging equipment (requested, but not required).

SCE Activities • Review application for completeness.
• Reach out to applicant to obtain any additional information that may be needed. 20 Detailed Program Activities and Processes 12
Program Enrollment Application - Site Plan Instructions A site plan will need to be submitted with the applicant’s completed application. This plan is intended to provide an aerial view of the property and should include annotations to indicate the preferred location for the charging equipment. The site plan should reveal building footprints, roads, parking areas and other above ground structures notated. The plan may be an engineered drawing or may just be a satellite image with notes.

The site plan will need to be uploaded through the program enrollment portal during the completion of the online application.

Helpful tip: Ideal location for charging equipment:
• Select a location that is near the SCE distribution facilities currently serving the site (this can help to lower infrastructure installation costs).
• Be as close as possible to the existing transformer (if enough capacity) or to a new transformer (if needed to serve the EV charging load).
• Charging equipment should be grouped in a single location (e.g., the same floor of a parking structure). • Allow adequate space for the installation and operation, in compliance with all applicable laws, rules, codes and regulations.
• Determine a convenient location for vehicle parking while they will be charging (for both short and long dwell times).
• Consider how vehicles move through the site, and how to prevent the charging location from impeding through-traffic.
• Consider locations where adequate parking exists to serve the number of vehicles that may be routinely charged.
• Consider vehicle charging needs beyond the initial deployment to take into account any future construction or expansion.
• Consider the configuration of charging stations themselves. Will they be overhead systems, conventional pedestal mounted; wall mounted; in-ground; etc.
• For DCFC installations,9 consider proximity of charging ports to the Power Conversion Units (PCU). • A site plan job aid can be found here.

If the applicant has already decided which charging equipment it plans to purchase, the applicant should upload a copy of the charging equipment product specification sheet(s).

Important note: Applicants must apply and receive project approval prior to purchasing any charging equipment or performing any construction at the site.
9 For more information and specifics on the DCFC Rebate program, please visit https://www.sce.com/evbusiness/chargeready/DCFC. 21 Detailed Program Activities and Processes 13
SCE Screens Applications – More Information
SCE will evaluate each application received. Some of the criteria SCE will use to determine qualification for program participation include, but are not limited to:
• The applicant’s qualification for the program selected. • A site’s geographic location and categorization (site type priority). • The number of charging ports requested.
• The number of applications submitted by the same entity for multiple sites. • Alignment with certain goals established by the CPUC. • The level of remaining program funds.

If SCE determines the project can move forward to the next step in the evaluation process (based on the information provided in the application), SCE will schedule a physical site visit to further evaluate the existing and planned electrical infrastructure, discuss the project with the applicant and develop a conceptual infrastructure design (conceptual design).

B Funding Reservation

2. SCE Screen Applications
Description SCE receives and screens applications.

Customer Activities Respond to any application related inquiries received from SCE.

Documents Required None.

SCE Activities
• Determine initial eligibility for program participation. • Initiate the Account Management Support process.
• Determine if application moves to next step.
• Notify applicant of SCE’s determination (email communication). 22 Detailed Program Activities and Processes 14
SCE Conducts Site Evaluation – More Information
Applicants may be requested to participate in the site evaluation activity. SCE may request that someone familiar with the site and the proposed project, typically the site or facility manager, participate in the on-site job-walk to discuss the project and desired location for the charging equipment. If the applicant has already decided which charging equipment it plans to purchase, SCE recommends that the applicant’s charging equipment supplier attend the site assessment if possible. The applicant is requested to coordinate directly with their charging equipment supplier.

SCE’s team will leverage the site plans, sketches, and drawings provided by the applicant to assist with the planning and design activities. The SCE team is typically comprised of an SCE Transmission and Distribution infrastructure Project Manager, an engineer from one of SCE’s design firms that performs the customer-side of the meter infrastructure design work, and a SCE field inspector that is able to assess and evaluate the existing distribution facilities that are located at or near the site.

During the visit, the SCE team will lay the groundwork for developing a conceptual infrastructure design. SCE will visually lay out the footprint of the planned interconnection point, looking at and evaluating the area where the vehicles are going to charge, in order to develop a physical infrastructure layout. SCE will also evaluate the existing distribution infrastructure and the site’s existing service connection. Regardless of whether SCE can use the existing service connection, or the site requires a new service connection, SCE will plan to install a separate meter for the new EV load at each participating site.

Applicants are responsible for notifying SCE of any other infrastructure projects that are planned or underway at the site because this work could potentially impact the designs provided by SCE.

During the site visit, SCE representatives may determine that the applicant’s proposed location for the installation of infrastructure would be more costly than other alternatives identified by SCE. The applicant and SCE will discuss in good faith appropriate alternate locations for a more cost-effective installation.

3. Conduct Site Evaluation
Description
After reviewing and evaluating the application, SCE will continue the evaluation process by scheduling and performing a physical site assessment. This step is necessary for SCE to collect the information needed to further evaluate the project and develop a conceptual infrastructure design.

Customer Activities
• Applicant is requested to participate with in the site visit. • Ensure the appropriate individual(s) representing the applicant, typically the individual familiar with the site/planned installation of the charging equipment and a decision maker, or individual with decision making authority, can participate in the site job-walk. • Notify SCE of any other infrastructure projects that may be planned or underway at the site.

Documents Required None.

SCE Activities Perform site assessment and, collect necessary information to develop a conceptual infrastructure design.
23 Detailed Program Activities and Processes 15
SCE Completes the Conceptual Design – More Information
The conceptual design will be completed after SCE performs the initial site assessment and determines that the project may move forward for final consideration.

SCE will utilize the information collected during the site visit (photographs, sketches, measurements, notes, and any additional information that may have been provided by the applicant or its representative), combined with additional off-site due diligence activities (i.e., engaging the local Authority Having Jurisdiction (AHJ), City, County, Fire, Division of State Architect, etc.) regarding permitting requirements, ensuring there are no environmental issues associated with the construction area, etc.) in order to draft the initial design for the project.

SCE will determine if the proposed project meets program criteria. If the project does not meet those criteria, SCE will notify the applicant.

If the proposed project meets program criteria and cost thresholds, SCE will provide the design exhibit to the applicant for approval. The applicant will be requested to accept and approve the design within 10 calendar days of receipt, through the enrollment portal. If the applicant is not the site owner, applicant should share the design exhibit with the site owner to secure approval. If applicant or site owner does not approve the design, the applicant must work with SCE to reach agreement on alternate potential layout or withdraw its application.

At this stage, the applicant must affirmatively commit to and communicate the power level and port count associated with the charging equipment that will be purchased and installed. SCE will include the approved final port count for the agreed upon power level in the Program Participation Agreement (Participation Agreement or Agreement).

4. Develop Conceptual Design
Description
If during the site assessment it is determined the proposed project meets program criteria, and if SCE determines the project may still qualify to move forward, SCE will draft a conceptual design.

Customer Activities
• SCE may discuss and provide a conceptual design for the project to the applicant for review and approval. If applicant is not the site owner, applicant to review with site owner to also review and approve.
• If the applicant, or site owner does not approve the design, applicant must then work with SCE to reach agreement on alternate potential layout.
• Review SCE’s standard easement language, AND if not property owner, ensure property owner has also reviewed.

Documents Required None. The conceptual design should be approved through the enrollment portal.

SCE Activities
• Confirm with the applicant any other site infrastructure projects that may be planned or underway.
• Develop a conceptual infrastructure design for the site. • Determine if proposed project meets program criteria. • If the proposed project meets program criteria, cost thresholds, and other considerations, SCE will provide the conceptual design exhibit to the applicant for approval. • Receive applicant’s approval of the conceptual infrastructure design. • Notify the applicant if the projects costs exceed established parameters. 24 Detailed Program Activities and Processes 16
Applicants should also review the Sample Grant Easement document to better understand how the project easement document(s) will be structured. If the applicant is not the site owner, the applicant should share the sample Grant Easement with the owner.

5. Sign Agreement
Description
Following the applicant’s approval of SCE’s conceptual design, SCE will create and present applicant with a Participation Agreement. Once the Agreement is executed, project funds will be reserved.

Customer Activities
Receive, review and sign (electronic signature) the Participation Agreement that will be made available through the enrollment portal. If applicant is not the site owner, applicant must also have owner approve and sign the agreement.

Documents Required Signed Participation Agreement (via electronic signature).

SCE Activities • Prepare and issue the Participation Agreement. • Upon receipt of signed agreement, execute and reserve project funds.

Applicant Signs Agreement – More Information:

Following the applicant’s approval (and site owner if applicable) of the conceptual designs provided by SCE, and applicants confirmation of the port count and power level(s) associated with the charging equipment, and SCE’s decision to approve the project, the applicant will be presented with a Participation Agreement. Customers have 30 days to review and sign the agreement.

The applicant may choose to withdraw its application or cancel any further participation in this program upon providing notice to SCE at any time prior to submission of a signed (electronically) agreement. Once the agreement is signed by the applicant, and executed by SCE, program funds will be reserved, and the program applicant’s status moves to participant.

Within 45 calendar days of the date funds are reserved for the project, participants are required to provide proof of purchase for ALL vehicle charging equipment designated for the project. Participants may be granted an extension beyond the 45-day window at SCE’s sole discretion.

Participants will be bound to the contractual obligations specified in the agreement once executed. Deviation from these obligations may lead to cancelation of participation and trigger activities leading up to, and including, SCE’s pursuit of direct reimbursement of certain Program related expenditures. If the participant fails to comply with the terms and conditions set forth in the agreement, SCE may terminate participation in the program by sending the participant a notice of default. If the issues specified in the notice remain uncured for 5 business days from the participant’s receipt (except for safety or security violations, in which case, SCE may terminate the agreement immediately and take all actions, including, but not limited to, disconnecting the vehicle charging equipment), SCE may terminate the agreement and participant’s continued participation in the program. Such cancellation may result in the participant owing SCE reimbursement for program-related expenditures, as set forth in the agreement.

SCE may seek reimbursement of certain costs if the agreement terminates, due to participant’s actions or inactions, prior to the end of the 10-year Term of Service. For example, participant is liable for SCE’s costs if the participant, after executing the agreement (1) elects to terminate its participation in this program, or (2) SCE 25 Detailed Program Activities and Processes 17
Participant Purchases Charging Equipment – More Information:

Within 45 calendar days of the date funds are reserved for the project, participants will be required to provide proof-of-purchase for ALL vehicle charging equipment designated for the project. The participant may request a limited extension of the purchase period by submitting an extension request in writing prior to the expiration of the initial 45-day period. SCE may, at its discretion, extend a funding reservation beyond the initial 45 days, if, in SCE’s sole judgment, the participant is actively seeking to complete the purchase of the charging equipment.

Participant’s required activities to complete this step include submission of all required documents scanned and uploaded through the enrollment portal. Required documentation includes:

1. Submission of a copy of the purchase order, paid invoice, or sales receipt for charging equipment (separately listed purchase price for the charging equipment from any installation costs). The receipt should include the purchase date, the make, model and serial #’s of the charging equipment, expected delivery date and individual unit pricing. EV charging equipment must be selected from SCE’s Approved Product List (APL).

2. Any extension requests related to proof-of-purchase should be submitted through the program’s enrollment portal.
terminates the agreement because of participant’s noncompliance with the program requirements (as described above) or other material breach of the agreement. Under these conditions, the participant will be responsible for reimbursing costs incurred by SCE in connection with deploying the infrastructure at the participating charging site on a prorated basis (over the ten-year Term of Service), including any rebate payment(s) (if already paid), within 60 days from the termination date.

C Pre-Construction

6. Purchase Charging Equipment
Description Within 45 days of the date funds are reserved for the project, participants must provide the proof-of-purchase for ALL vehicle charging equipment designated for the project.

Customer Activities
• Submit copy of the purchase order, paid invoice, or sales receipt for charging equipment (separately listed purchase price from any installation costs) within 45 days. • If needed, submit an extension request, through the enrollment portal. • Respond to any questions SCE may pose.

Documents Required
Proof of purchase including purchase date, the make, model and serial #s of the charging equipment, expected delivery date and individual unit pricing. Any related installation costs should be broken out separately.

SCE Activities • Receive documents and review for completeness. • If not complete, follow-up with the participant as may be necessary. 26 Detailed Program Activities and Processes 18
The design and build phase will commence following completion of the pre-construction commitments outlined above. For any infrastructure installed by SCE, the amount and extent of equipment to be installed for future EV charging expansion will depend on various factors including costs and the timeframe for expected growth.

Steps 7a-11a below outline the activities included when SCE performs the customer-side of the meter infrastructure work. Steps 7b-11b outline the activities if, and when the participant elects to perform the customer-side of the meter infrastructure work.

D Design and Build – SCE Build
7a. Develop Preliminary Site Design
Description Following the execution of an agreement, and upon receipt of the required pre-construction documentation, SCE will commence with drafting detailed design plans.

Customer Activities
• Work with SCE to schedule a second site visit required to collect information which will help with developing the detailed project design.
• Complete review and approval of the detailed design (preliminary design) within 10 calendar days.

Documents Required Customer to provide their approval of the site’s preliminary design through the enrollment portal.

SCE Activities
• Schedule/coordinate the second site visit to start the detailed design work. • Develop preliminary design and present to the participant. • Receive preliminary design approval from participant through the enrollment portal.

SCE Perform Preliminary Site Design – More Information:

Following the execution of an agreement, and upon fulfillment of the pre-construction requirements, SCE will commence drafting detailed design plans.

To build on the recently developed conceptual design, SCE will send a survey crew to the project site to gather more detailed information needed to develop a technical site design (preliminary design). The survey crew will take more detailed measurements and perform activities, such as identifying any existing underground utilities or infrastructure that may impact the planned build location. The team will then create a base map that will include the specific location of the charging equipment infrastructure.

SCE team members will leverage site drawings, maps and files and incorporate any other required design elements such as Americans with Disabilities Act (ADA) requirements and potential guidelines set forth by the AHJ to create a digital civil plan map for the site.

These activities will result in the development of a preliminary design, which will typically match the conceptual design originally presented to the participant. In some cases, modifications to the design might be necessary. If, for example, during the site visit SCE’s survey crew finds underground obstructions by using ground penetrating radar, relocation of some infrastructure indicated on the design would be required. Another example might include proposed changes that arise in discussions with reviewing the designs with the AHJ, which could lead to either small or significant changes from the original planned lay-out. Any of these types of changes will be reflected in 27 Detailed Program Activities and Processes 19
Participant Grants Easement – More Information:

The participant is required to execute and notarize the easement, or, if participant is not the property owner, ensure that the property owner executes and notarizes the easement. Participant shall return the original signed easement to SCE within 30 calendar days from the date of receipt.

Participants are required to return the original signed and notarized agreement to SCE following the directions provided. The original signed and notarized agreement is needed so that it may be recorded with the appropriate county. Counties will not record copies or PDF documents. The documents are typically returned to SCE via US Mail or courier (FedEx, UPS etc.) to SCE’s Real Properties department or to its contract firm (i.e., Spectrum Land Services). Specific mailing instructions will be included with the easement documents when provided to the participant.

The participant will complete their review and approval of the preliminary design no later than 10 calendar days following receipt. Approval can be provided during the meeting or through the program’s enrollment portal. SCE cannot move forward with any further construction-related activities until the participant’s approval is received.

After receiving approval of the preliminary design, SCE will finalize the plans and submit them to the AHJ for plan check and permitting. SCE may be required to make minor changes to the participant-approved preliminary designs based on any potential feedback and/or required changes received by the AHJ. If the changes required are significant, they will be discussed with and agreed to by the participant. If the changes are not significant, SCE will incorporate them into the drawings. Once changes to the design are finalized, it will become the final design. SCE will prepare the legal description for the easement based on the final design. Easement documents will then be provided to the participant and/or the property owner, if different, for execution. 8a. Grant Easement
Description The participant is required to execute and notarize the easement or facilitate its execution (for non-owned sites).

Customer Activities
Once SCE provides the final easement language for the make-ready infrastructure, the participant is required to grant, or facilitate the granting of new easements for the work. • Sign and notarize easement documents.

Return the original signed and notarized easement to SCE within 30 calendar days from the date of receipt.
• If participant is not the site owner, have the property owner sign and notarize easement documents.

Documents Required • Return original signed and notarized easement to SCE following the mailing instructions that will be provided.

SCE Activities
• Prepares easement documents and provides to participant for execution. • Ensures notarized copy is received, follows up as may be necessary. • Once copy of final easement is obtained, initiate recording of the easement. 28 Detailed Program Activities and Processes 20
SCE Secures Permits – More Information:

SCE will submit its construction plans to the relevant AHJ to secure all necessary reviews, approvals and permits for the work it performs.

The participant may be requested to sign permit application documents as may be required by the AHJ. If signatures are required, SCE will work with the participant to obtain and submit.

SCE must obtain all necessary easements and permits before any construction work can commence. After permits are obtained, SCE will provide the participant with the information necessary to establish a new SCE Service Account. Participant should plan to discuss rate options with their SCE Account Manager. 9a. Secure Permits
Description SCE will submit its construction plans to the relevant AHJ to secure all necessary reviews, approvals and permits.

Customer Activities
• Sign permit application documents as may be requested by SCE. • Receive and record the information provided by SCE that will be needed to establish a new Service Account.

Documents Required There may be documents required upon request from AHJ. SCE will communicate accordingly.

SCE Activities
• Submit designs to the AHJ for plan check and permitting. • Send participant any required documents requiring signature. • Communicate any additional documents requested or required by the AHJ. • Provide participant the necessary information to establish a new Service Account. 29 Detailed Program Activities and Processes 21
SCE Constructs Infrastructure – Detailed Description:

SCE will design and construct the utility-side and customer-side infrastructure, which typically includes transformer upgrade (when necessary), service drop, meter panel/socket, circuit panel, conduit, and wires up to the point of first interconnection with participant-purchased charging equipment.

There are generally four phases of construction, which include:
• Phase 1: Construction of the infrastructure on the customer-side of the meter. This is the infrastructure from the new meter panel to the first point of interconnection with the participant’s EV charging equipment. • Phase 2: Construction on the utility-side of the meter, including underground ducts and structures. • Phase 3: Energizing the site. This will not occur until all hard construction from Phase 1 and Phase 2 are complete. All circuits will be checked for proper voltage up to each make-ready stub. • Phase 4: Charging equipment installation. Procuring, installing, and maintaining the vehicle charging equipment will always be the responsibility of the participant.

Once SCE completes the installation of infrastructure on the utility-side of the meter and, when applicable, the customer-side make-ready, the participant is required to provide approval of the work within 15 calendar days following receipt of notification.
10a. Construct Infrastructure
Description
SCE will design and construct the necessary equipment on both the utility-side and customer-side of the meter up to the first point of interconnection with the planned location of the participant’s charging equipment.

Customer Activities
• Within 15 days of the completed make-ready construction, participants are required to provide SCE with approval of the work performed.
• Work with SCE Account Manager to select TOU rate plan and request service turn-on (performed before meter is set).

Documents Required Participant accepts the Infrastructure work performed by SCE through the program’s enrollment portal.

SCE Activities
• After securing permits, initiate construction phase.
• Complete the construction phase.
• Confirm receipt of infrastructure form.
30 Detailed Program Activities and Processes 22
Participant Installs Charging Equipment – More Information:

Participants will be required to install the vehicle charging equipment within 20 calendar days from the completion of the make-ready work.

After installation of the charging equipment, any applicable inspection process should take place.

Additionally, the participant is required to report any charging equipment that is publicly accessible to the US Department of Energy’s EV Charging Station Locations mapping tool at: https://www.afdc.energy.gov/fuels/ electricity_locations.html#/find/nearest?fuel=ELEC and registered with the US Department of Energy’s Alternative Fuel Data Center at: https://afdc.energy.gov/stations/#/analyze. Only one set of information should be reported between the participant and the Charging Equipment Supplier. Participant is responsible for communicating with the charging equipment supplier to determine if they previously reported. 11a. Install Charging Equipment
Description
Participants are required to install the vehicle charging equipment following the completion of the utility-side and customer-side of the meter infrastructure work. Post charging equipment installation, submit required documentation to SCE.

Customer Activities
• Obtain EVSE installation permit from AHJ if required by AHJ. • Obtain final invoices for charging equipment installation. • Work with your C-10 licensed and insured contractor to secure permits for installation of the charging equipment.
• Ensure installation of equipment within 20 calendar days from completion of the makeready work. • Have any applicable final inspections performed.
• Complete the Charging Equipment Registration Form.
• Report any publicly accessible charging equipment to the U.S. Dept of Energy tracking databases.

Documents Required
All documents specified should be scanned for upload to the program’s enrollment portal. • A copy of the installation permit and evidence of final inspection. • A copy of the completed Charging Equipment Registration form.

SCE Activities • Follow up with customer as may be required to address any open questions or obtain any missing information.
31 Detailed Program Activities and Processes 23
10 The CPUC’s Safety Requirements Checklist for CPUC-Approved Transportation Electrification Programs can be accessed at https://www.sce.com/sites/default/files/evcharging/7-%20Safety%20Requirements%20Checklist.pdf.

Although the Charge Ready program provides the utility-side and customer-side of the meter infrastructure work at low or no-cost to the participant, participants also have the option to design, purchase, build and maintain the customer-side infrastructure work themselves. Participants choosing this option will be responsible for managing and coordinating all related design and construction work. If participants select the self-install option, they will qualify to receive the Make-Ready Rebate which is intended to cover up to 80 percent of the average cost SCE would otherwise incur. The actual rebate amount will be determined by SCE and will not exceed the participant’s actual costs. The below, steps 7b-11b outline the activities if, and when the participant elects to perform the customer-side of the meter infrastructure work.

If the participant chooses this option, SCE will still design and install the utility-side infrastructure (from the utility pole to the new meter panel). SCE will also work with the participant to coordinate the customer-side infrastructure work to complete the make-ready interconnection. All participant related construction activities must also comply with the CPUC’s Transportation Electrification Safety Requirements Checklist.10 D Design and Build – Customer Builds
7b. Perform Preliminary Site Design Work
Description Participants choosing to perform their own customer-side make-ready infrastructure installation are responsible for its design, purchase, construction, and maintenance.

Customer Activities
• Complete the make-ready infrastructure design.
• Create a base map and civil plan map, for location of the make-ready and charging equipment. A sample can be found in the Appendix.
• Submit a copy of estimated construction costs to SCE. • Provide approval for SCE utility-side infrastructure design.

Documents Required
All documents required for this step should be uploaded to the program’s enrollment portal within 90 calendar days of Proof of Procurement approval. • A copy of the base map detailing the make-ready Infrastructure design following the CAD File Requirements.
• A copy of the civil plan in PDF file format.
• A copy of the E-sheet and load calculations A copy of the estimated construction costs using the Participant Installed Make-Ready Cost Breakdown Worksheet. • Accept the preliminary design provided by SCE for the utility-side infrastructure (approve through the enrollment portal).

SCE Activities
• After receiving participant’s plans, review to ensure completeness. • Design utility-side infrastructure.
• Provide participant with utility-side infrastructure design. • Confirm participant’s approval was received.
32 Detailed Program Activities and Processes 24
Participant Performs Preliminary Site Design Work – More Information:

Participants selecting to install the customer-side make-ready infrastructure will be required to design, purchase, construct and maintain the Infrastructure and are required to follow applicable ADA requirements and guidelines set forth by the AHJ.

Participants will need to create a base map and civil plan (map) following the CAD file requirements, for both the location of the customer-side make-ready and the location of the charging equipment. They should also provide a copy of the E-Sheet and load calculations and a copy of the estimated construction costs using the “Participant Installed Make-Ready Cost Breakdown Worksheet”. All documents should be uploaded to the program’s enrollment portal within 90 calendar days of Proof of Procurement approval.

SCE will then draft and share its preliminary utility-side infrastructure design with the participant. The participant will be required to submit approval within 10 calendar days before SCE can move forward with construction. 8b. Grant Easement
Description The SCE team will draft the legal description to be used for the utility-side infrastructure easement.

Customer Activities
• Receive, sign, and notarize easement documents.
• Return the original signed and notarized easement to SCE within 30 calendar days from the date of receipt.
• If participant is not the site owner, have the property owner sign and notarize easement documents and follow the steps above.

Documents Required • Return original signed and notarized easement to SCE following the mailing instructions that will be provided.

SCE Activities
• Provide participant with final utility-side easement language. • Follow up with participant to ensure easements are received and granted. • Once copy of final easement is obtained, initiate recording of the easement.

Participant Grants Easement, or facilitates Granting of Easement – More Information:

The SCE team will leverage the participant’s design work to draft the legal description to be used for the utility-side infrastructure easement. This easement is required for any utility-side infrastructure that occurs on private property.

Participants are required to return the originally signed and notarized agreement to SCE. The original signed and notarized agreement is needed so that it may be recorded with the appropriate county. Counties will not record copies or PDF documents. The documents are typically returned to SCE via U.S. Mail or courier (FedEx, UPS etc.) to SCE’s Real Properties department or to one of their contract firms (i.e., Spectrum Land Services). Specific mailing instructions will be included with the easement documents when provided to the participant.

Once received, SCE will have the executed easement recorded and filed. SCE cannot move forward with any further construction-related activities until the necessary easements have been granted. Once final easements have been granted, SCE will initiate the plan check and permitting process for the utility-side infrastructure work. 33 Detailed Program Activities and Processes 25
Participant Secures Permits – More Information
When the participant chooses to perform the customer-side of the meter infrastructure work, they will be required to submit their construction plans to the relevant AHJ (e.g., City, County, Fire, Division of State Architect, etc.) to secure all necessary reviews, approvals and permits. SCE will not be responsible for obtaining any permits for the customer-side infrastructure work.

SCE will however secure any permits necessary for the utility-side infrastructure work.

During this phase, SCE can also provide the participant with the information necessary to establish a new SCE Service Account.
9b. Secure Permits
Description Participant is required to submit their construction plans to the relevant AHJ to secure all reviews, approvals and permits.

Customer Activities
• Initiate permitting process.
• Obtain necessary permits.
• Receive and record the information received from SCE that will be needed to establish a new Service Account.

Documents Required Any documents that may be required by the Authority Having Jurisdiction (AHJ).

SCE Activities
• Provide participant with support as may be necessary. • SCE will secure any permits relevant to the construction of the utility-side infrastructure. • Provide participant the necessary information to establish a new Service Account (address and other relevant information related to the new service). 34 Detailed Program Activities and Processes 26
Participant Constructs Infrastructure – More Information Participants will be responsible for managing and coordinating all related customer-side make-ready infrastructure design and installation work. Once the construction plans have been finalized, participants are required to email a copy of the detailed construction schedule to SCE at [email protected].

All construction of the customer-side of the meter infrastructure must be performed by state licensed and insured contractors’ holding a valid C-10 contractor’s license. Participants are required to ensure all contractors performing this work are using International Brotherhood of Electrical Workers (IBEW)-signatory labor, and Electric Vehicle Infrastructure Training Program (EVITP) certified. Participants will be responsible to ensure compliance with these requirements.

The participant activities in this step of the process include:
• Scheduling a preconstruction meeting with SCE and providing a detailed construction schedule. • Procuring equipment.
• Managing and coordinating all customer-side of the meter infrastructure work. • Ensuring contractors compliance with electrician training (EVITP) certification. 10b. Construct Infrastructure
Description Participant will be responsible for managing and coordinating all customer-side infrastructure related installation work and complying with labor and safety requirements.

Customer Activities
• Schedule a pre-construction meeting with SCE and provide a detailed construction schedule.
• Purchase equipment and manage all infrastructure work. • Ensure installation contractor is C-10 state licensed, EVITP certified and using IBEW signatory labor.
• Review and ensure compliance with the CPUC’s Transportation Electrification Safety Requirements Checklist.
• Post-installation - ensure final inspection process is complete. • Post-installation - create a final “as-built” map.
• Post-installation - complete the “Testament of Compliance with the Safety Requirements Checklist”.

Work with SCE Account Manager to select TOU rate plan and request service turn-on (new account activation).

Documents Required
Following construction, upload copies of the following documents through the program’s enrollment portal:
• Evidence of final inspection.
• A copy of the final as-built map.
• A signed copy of the Testament of Compliance with the Safety Requirements Checklist SCE Activities
• Notify participant when utility-side infrastructure work is complete. • Attend the participant’s scheduled pre-construction meeting. • Energize site once participant has completed construction and received all necessary AHJ approvals.
• Activate new Service Account upon participant’s request 35 Detailed Program Activities and Processes 27
• Ensuring compliance with the CPUC’s Transportation Electrification Safety Requirements Checklist. • Post installation, ensuring final inspection process is complete. • Uploading required documents through the enrollment portal. • Working with SCE Account Manager to select TOU rate plan and request a service turn-on (new service account activation).

If the AHJ does not provide a formal inspection process, the participant must hire a licensed third-party inspection firm to inspect and approve the installation. The third-party inspection must perform all inspections that would typically be handled by a building and safety inspector.

Following or concurrent with installation of the make-ready infrastructure, but no later than 20 days beyond the completion of the make-ready work, the participant is required to complete the installation of the charging equipment.
11b. Install Charging Equipment
Description
Participants are required to install the vehicle charging equipment following the completion of the utility-side and customer-side infrastructure work. Following the installation of the EV charging equipment, participants are required to submit documentation to SCE.

Customer Activities
• Obtain final invoices for charging equipment installation. • Work with your contractor as may be necessary to secure permits for installation of the charging equipment.
• Ensure installation of equipment within 20 calendar days from completion of the makeready work. • Complete any applicable final inspections.
• Complete the Charging Equipment Registration Form.
• Report any publicly accessible charging equipment to the US Dept of Energy tracking databases.

Documents Required The documents specified above will be updated to the enrollment portal during the incentive request process.

SCE Activities • Follow up with customer as may be required to address any open questions or obtain any missing information.

Participant Installs the Charging Equipment – More Information Participants will be required to install the vehicle charging equipment within 20 calendar days from the completion of the utility-side and customer-side of the meter infrastructure work.

Following the completed installation of the charging equipment, any applicable inspection process should take place.

Additionally, the participant is required to report any charging equipment that is publicly accessible to the U.S.

Department of Energy’s EV Charging Station Locations mapping tool at: https://www.afdc.energy.gov/fuels/ electricity_locations.html#/find/nearest?fuel=ELEC and registered with the U.S. Department of Energy’s Alternative Fuel Data Center at: https://afdc.energy.gov/stations/#/analyze. Only one set of information should be reported between the Participant and the charging equipment supplier. Participant is responsible for communicating with the charging equipment supplier to determine if they previously reported. 36 Detailed Program Activities and Processes 28
Participant Submits the Incentive Request – More Information At this stage, the participant submits their incentive request through the enrollment portal. The rebate payment will be processed by SCE after receiving any required documentation and verifying the operational status of the charging equipment. There are three different rebate options. These include:

At this step in the process the participant will initiate the activities required for SCE to issue the applicable rebates.

Following the completed installation of the vehicle charging equipment and submission of the required documentation, SCE will verify and initiate the rebate payment process.

E Incentive Request

12. Submit Incentive Request
Description
The incentive request is initiated by the participant following the completed installation of the charging equipment. Initiate the incentive request through the enrollment portal and upload the required documentation.

Customer Activities
• If participant is eligible for the Charging Equipment Rebate, the self-installed CustomerSide Make-Ready Rebate, or the Maintenance and Networking Rebate, following the installation of the charging equipment, initiate the incentive request through the enrollment portal.
• Upload the required documents.

Documents Required
For the Charging Equipment Rebate:
• A copy of the installation permit and evidence of final inspection. • A copy of the final charging equipment purchase invoice. • A copy of the charging equipment installation invoice if not included on the equipment purchase invoice (in all cases the equipment purchase price should be broken out from the installation costs).
• A copy of the completed Third-Party Funding Attestation form. • A copy of the completed Charging Equipment Registration form.

For the Participant Installed Customer-Side Make-Ready Rebate (covering the infrastructure from the new meter panel to the interconnection point for the charging equipment):
• Submit a copy of the final infrastructure costs.
• Submit evidence of permit sign-off/final inspection.
• A copy of the completed Third-Party Funding Attestation form.

For the Maintenance and Networking Rebate Option
• Submit a copy of the invoice for the maintenance and networking costs/contracts and include the duration of coverage.
• If the initial contract does not cover the full 10-year commitment period, submit copies of any subsequently paid invoices or sales receipts applicable during the commitment period, and each includes the duration of additional coverage periods.

SCE Activities • Receive incentive request and review documentation for completeness. • If incomplete, follow-up with the participant as may be necessary. 37 Detailed Program Activities and Processes 29

1. Charging Equipment Rebate
The only charging equipment eligible for rebate will be listed on SCE’s Approved Product List (APL). The actual rebate amount paid to the rebate-eligible participant may be reduced to ensure that when combined with any other third-party rebates or incentives, the total rebate does not exceed the total equipment purchase costs. Costs not related to the EV charging station equipment or installation of said EV Charging equipment are not rebate eligible. These types of costs include, but are not limited to, taxes, shipping, networking, and maintenance costs. Specific costs are subject to SCE review.

Following the completion of the charging equipment installation, participants are required to provide copies of the documents specified above.

2. Customer-Side Make-Ready Rebate
Participants who chose to self-install the customer-side make-ready infrastructure will qualify to receive a rebate which will be the lesser of: (a) 80 percent of the participant’s actual installation cost or (b) 80 percent of the estimated average utility direct cost for installing the customer-side make-ready infrastructure for the relevant sector.

Participants are required to provide the final construction costs, using the Participant Installed Make-Ready Cost Breakdown Worksheet. This worksheet is intended to capture the final costs broken down by design & engineering, permitting and construction.

3. The Maintenance and Networking Rebate
This rebate option is ONLY available to multi-family property sites located in a designated top quartile DAC and chose not to participate in the Turn-key Installation option (program option 3), and instead would prefer to own and operate the charging equipment. The rebate provides a one-time payment intended to offset the maintenance and networking fees associated with owning and operating L2 charging equipment. This one-time rebate is intended to cover most of the costs associated with 10 years of operation.

Rebate Assignment: Participants are required to complete the rebate assignment section for the incentive request to designate who the incentives will be paid to.

Participants will also be required to include information from their IRS form W9, and/or CA 590, as may be applicable. The rebate assignment section and tax related information collected are used by SCE to process and remit the rebate payments.

13. Verify Charging Equipment Installation
Description
SCE verifies installation. After SCE is notified, the work is complete (triggered by the participant’s submission of the incentive request), and the required documentation has been uploaded, SCE will verify the new service account was activated and will move forward with performing a final verification of the installation.

Customer Activities • If requested, assist SCE with scheduling the requested date to conduct a physical site visit.

Documents Required None.

SCE Activities
• After incentive request documentation received, work with participant as may be necessary to schedule and perform site installation verification. • Complete verification of equipment installation.

SCE Verifies Charging Equipment Installation – More Information After the participant notifies SCE of the completed installation by completing the online incentive request and submitting the required documentation through the enrollment portal, SCE may perform a final site inspection. 38 Detailed Program Activities and Processes 30
SCE will perform site inspections for all sites where SCE performed the make-ready installation work. For those sites where the participant performed self-installation of the customer-side make-ready, site inspection is at the program team’s discretion. The inspection will primarily involve verifying the charging equipment has been successfully installed and is operational. This will also include ensuring the installed equipment matches the make, models, and counts specified on the invoice, and that the units are energized.

If the participant had also chosen to install the customer-side make-ready infrastructure, SCE may also verify the information included in the as-built map prior to issuing the Customer-Side Make-Ready Rebate.

SCE Reviews Documentation and Issues Rebate – More Information The rebate payment will be processed by SCE after final review of the required documentation and verification of the operational status of the charging equipment.

Once rebates are processed, a single rebate check will be issued for the sum of all rebates the participant qualifies to receive, payable to the participant without the ability for the participant to designate an alternate recipient. If the participant is to only receive the Charging Equipment Rebate, the participant will have the option to assign an alternate (eligible) payee.

14. Review Documentation and Issue Rebates
Description Following the site visit (if applicable) and final review of ALL required documentation, SCE will initiate processing the rebate for remittance to the assigned designee.

Customer Activities None.

Documents Required None.

SCE Activities • Complete final review of documentation to ensure completeness. • Issue rebate check.

Participants are required to adhere to all program requirements. SCE will verify three specific commitments in an on-going manner, to ensure compliance with these commitments. These include compliance with responding to SCE surveys (related to your participation in this program), compliance with commitment to provide SCE with port level data and other information, and compliance with the 10-year commitment to maintain and operate charging equipment.

F Compliance Verification

15. Complete Program Survey(s)
Description Participants MAY be provided with program related information request(s) and/or surveys at various times throughout the duration of the program.

Customer Activities Participate to any survey requests and respond in a timely manner.

Documents Required Provides responses as requested. These may be received in electronic or paper format.

SCE Activities Develop surveys, distribute, process responses and follow-up as may be necessary. 39 Detailed Program Activities and Processes 31
As a provision of participation in the Charge Ready Program, SCE requires that participants provide timely responses to surveys and other data requests which will assist with program evaluation and improvement initiatives.

All participants must contract with a third party that provides EV charging network services to provide network communications and data management services. Participants will be responsible for any costs associated with such services.

Participants and/or their network services provider must provide SCE with usage and other port level data as specified by SCE. The documents outlining these data requirements include:
• Charging Equipment Usage Data Monthly Report Instructions • Data Portal Interval Template
• Data Portal Session Data Template
Participants or their network services providers must electronically transmit the required information monthly to SCE for charging equipment deployed under this program. Aggregated data (not attributable to any specific participant’s site) will be made publicly available as part of SCE’s reporting to the CPUC and various industry stakeholders and will be used to identify load management opportunities and enhance vehicle-grid integration for future utility initiatives.

16. Monitor Monthly Reporting
Description Participants must provide, or have their network services provider provide, charging equipment usage and other related data to SCE.

Customer Activities The customer, or their network services provider, must provide SCE with port level usage and other related data in the form, format and frequency specified by SCE.

Documents Required Must provide, or direct network service provider to provide usage and other data conforming to SCE’s requirements.

SCE Activities • Provide ongoing monitoring for each site. • Follow up with participant as may be necessary.

17. Verify Charging Equipment Remains Operational
Description The participant is required, at its own expense, to operate and maintain the equipment in good working order at the originally installed location for 10 years.

Customer Activities • Maintain the charging equipment in good working order for a minimum of 10 years. • Repair or replace malfunctioning charging equipment as may be necessary.

Documents Required None.

SCE Activities • Ongoing monitoring of each site.
• Follow up with participant as may be necessary.

The participant is required, at its own expense, to operate and maintain charging equipment in good working order at the originally installed location for at least 10 years. Within this timeframe, participants may upgrade or 40 Detailed Program Activities and Processes 32
replace their equipment at any time with a qualified replacement provided that the participant is responsible for all associated costs, and the new equipment is operated and maintained for the remainder of the commitment period.

End of Detailed Program Activities for the Charging Infrastructure and Rebate Program 41 Detailed Program Activities and Processes 33
The Turn-key Installation option is ONLY available to residential multi-family property sites located in a designated top quartile DAC. This program option is limited to a total of 2,500 ports.11 SCE will:
• Design, install, operate, and maintain the make-ready (pole to charging equipment) infrastructure. • Select, purchase, and install L2 charging equipment.
• Contract directly with services providers to establish and maintain network communications. • Operate and maintain the charging equipment for a 10-year duration. • Collect any revenues from charging station users and remit payments to the participant.

Qualifying participants choosing this option will determine the pricing associated with the use of the charging equipment and will be responsible for the associated electricity charges.

Turn-Key Installation Option –
ONLY AVAILABLE TO Multi-Family Housing Sites Located in a Designated Disadvantaged Community Process Diagram: Turn-key Installation
1 Funding
Request
Funding
Reservation
Design and
Build
Operate
Charging
Equipment
Complete and
Submit
Application
Screen
Applications
Conduct Site
Evaluation
Develop
Conceptual
Design
Sign
Agreement
Develop
Detailed Site
Design
Grant
Easement
Secure
Permits
Construct
Infrastructure
Install
Charging
Equipment
3 4
1 2
5 7
8 6
9 10
SCE
Customer
Legend

A B C D
~2 months ~6 months
Operate and
Maintain Charging
Equipment
Set Charging
Station
Session Fees
Collect and Remit
Charging
Station Fees
11 13
12 ~10 years
Process Diagram: Turn-Key Installation Option
11 The 2,500-port cap is determined based on the combined number of ports installed under the Turn-key installation option and those ports qualifying to receive the maintenance and networking rebate.

Please note: The Turn-Key Installation Program is now fully subscribed. Multi-family housing properties located in a designated qualifying disadvantaged communities can apply for the Charging Infrastructure and Rebate Program and will be eligible for an additional Maintenance & Networking Rebate to help cover the cost of purchasing and managing the EV charging equipment.
42 Detailed Program Activities and Processes 34
Program Enrollment Application - Site Plan Instructions A site plan will need to be submitted with the applicants completed application. This plan is intended to provide an aerial view of the property and should include annotations to indicate the preferred location for the charging equipment. The site plan should reveal building footprints, roads, parking areas and other above ground structures notated. The plan may be an engineered drawing or may just be a satellite image with notes.

The site plan will need to be uploaded through the program enrollment portal during the completion of the online application.

Helpful Tip: Ideal location for charging equipment:
• Select a location that is near the electric facilities currently serving the site (this can help to lower infrastructure installation costs).
• Be as close as possible to the existing transformer (if enough capacity) or to a new transformer (if needed to serve the EV charging load).
• Charging equipment should be grouped in a single location (e.g., the same floor of a parking depot). • Allow adequate space for the installation and operation, in compliance with all applicable laws, rules, and regulations.
• Determine a convenient location for vehicle parking while they will be charging (for both short and long dwell times).
• Consider how vehicles move through the site, and how to prevent the charging location from impeding through-traffic.
• Consider locations where adequate parking exists to serve the number of vehicles that may be routinely charged.
• Consider vehicle charging needs beyond the initial deployment to take into account any future construction or expansion.
• Consider the configuration of charging stations themselves. Will they be overhead systems, conventional pedestal mounted; wall mounted; in-ground; etc.
• A site plan job aid can be found here.

A Funding Request

1. Complete and Submit Program Enrollment Application
Description The online application can be accessed through the online program enrollment portal This is the project submission phase, also referred to as the project funding request.

Customer Activities
• Complete the online application which is accessible through the program enrollment portal.
• Create a site plan annotated with preferred location(s) of the charging equipment and submit with your application.

Documents Required Upload a copy of the site plan in PDF file format through the program enrollment portal.

SCE Activities None
43 Detailed Program Activities and Processes 35
SCE will evaluate each application received. Some of the criteria SCE will use to determine qualification for program participation include, but are not limited to:
• The applicant’s qualification for the program selected. • A site’s geographic location and categorization (site type priority). • The number of charging ports requested.
• The number of applications submitted by the same entity for multiple sites. • Alignment with certain goals established by the CPUC. • The level of remaining program funds.

B Funding Reservation

2. SCE Screens Application
Description Several factors will help SCE to determine project eligibility. SCE will screen all incoming applications to determine eligibility.

Customer Activities Respond to any application related inquiries received from SCE.

Documents Required None.

SCE Activities
• Review application for completeness.
• Review submission and reach out to applicant to obtain any additional information that may be needed.
• Determine initial program eligibility.
• Initiate the Account Management Support process.
• Notify applicant of SCE’s determination (email communication). 44 Detailed Program Activities and Processes 36
Conduct Site Evaluation – Detailed Description
Applicants may be requested to participate in the site evaluation activity. SCE may request that someone familiar with the site and the proposed project, typically the site or property manager, participate in the on-site job-walk to discuss the project and desired location for the charging equipment.

SCE’s team will leverage the site plans, sketches, and drawings provided by the applicant to assist with the planning and design activities. The SCE team is typically comprised of a T&D infrastructure Project Manager, an engineer from one of SCE’s design firms that performs the customer-side of the meter infrastructure design work, and a SCE field inspector that is able to assess and evaluate the existing distribution facilities that are at or near the site.

During the visit, the SCE team will lay the groundwork for developing a conceptual infrastructure design. This includes identifying where SCE will bring in power; where the charging equipment will be located; visually laying out the footprint of the planned location for the equipment; looking at and evaluating the area where the vehicles are going to charge; and developing a physical infrastructure layout. SCE will also evaluate the existing distribution infrastructure and the site’s existing service connection.

Applicants are responsible for notifying SCE of any other infrastructure projects that are planned or underway at the site. Any infrastructure projects could potentially impact the designs provided by SCE. If the applicant is not the site owner, the applicant will need to communicate with the site owner to verify and share the information with SCE.

3. Conduct Site Evaluation
Description
After reviewing and evaluating the application, SCE will continue through the evaluation process to schedule and perform a site assessment. This step is necessary for SCE to collect the information needed to develop a conceptual infrastructure design.

Customer Activities
• Participate with SCE in the site visit.
• Ensure the appropriate individual(s) representing the applicant, typically someone familiar with the site and the planned installation of the charging equipment can participate in the site job-walk.
• Notify SCE of any other infrastructure projects that may be planned or underway at the site.

Documents Required None.

SCE Activities Perform site assessment, collect necessary information to develop a conceptual infrastructure design.
45 Detailed Program Activities and Processes 37
SCE Completes the Conceptual Design – More Information
The conceptual design will be completed after SCE performs the initial site assessment and determines that the project may move forward for final consideration.

SCE will utilize the information collected during the site visit (photographs, sketches, measurements, notes, and any additional information that may have been provided by the applicant or its representative), combined with additional off-site due diligence activities (i.e., engaging the local AHJ, City, County, Fire, Division of State Architect, etc.) regarding permitting requirements, ensuring there are no environmental issues associated with the construction area, etc.) in order to draft the initial design for the project.

SCE will determine if the project meets program criteria. If it does not meet those criteria, SCE will notify the applicant.

If the proposed project meets program criteria SCE will provide the design exhibit to the applicant for approval.

The applicant will be requested to accept and approve the design within 10 calendar days of receipt, through the enrollment portal. If the applicant does not approve the design, the applicant must work with SCE to reach agreement on alternate potential layout or withdraw its application.

Applicants should also review the Sample Grant Easement document to better understand how the project easement document(s) will be structured. If the applicant is not the site owner, the applicant should share the sample Grant Easement with the owner.

4. Develop Conceptual Design
Description If during the site assessment the proposed project meets program criteria, and if SCE determines the project can still potentially move forward, SCE will draft a conceptual design.

Customer Activities
• Review and approve the conceptual design for the project if SCE provides one. • Reach agreement on an alternate potential layout if the applicant does not approve the design.
• The applicant should”. Change to “Review SCE’s standard easement language, AND if not the property owner, ensure the property owner has also reviewed.

Documents Required None. The conceptual design should be approved through the enrollment portal.

SCE Activities
• Confirm with the applicant any other site infrastructure projects that are planned or underway.
• Develop a conceptual infrastructure design for the site. • Prepare high level costs estimates for the utility-side and customer-side infrastructure, and charging equipment purchase and installation.
• If the proposed project meets program criteria, cost thresholds, and other considerations, SCE will provide the conceptual design exhibit to the applicant for approval. • Receive applicant’s approval of the conceptual infrastructure design. • If the project costs exceed established parameters, notify the applicant. 46 Detailed Program Activities and Processes 38
Sign Agreement – Detailed Description
Following the applicant’s approval of the conceptual designs provided by SCE, and SCE’s decision to approve the project, the applicant will be presented with a Participation Agreement (agreement).

The applicant may choose to withdraw its application or cancel any further participation in this program upon providing notice to SCE at any time prior to submission of a signed agreement. Once an agreement is signed by the applicant, and executed by SCE, program funds will be reserved, and the program applicant’s status moves to participant.

5. Sign Agreement
Description
Following the customer’s approval of SCE’s conceptual design, and if SCE approves the project to move forward, the customer will be presented with a Program Participation Agreement. Once the agreement is executed, project funds will be reserved.

Customer Activities Receive, review and sign (electronic signature) the Program Participation Agreement that will be available through the enrollment portal.

Documents Required Signed Program Participation Agreement.

SCE Activities • Prepare and issue the Program Participation Agreement. • Upon receipt of customer signature, execute the Agreement and reserve project funds. 47 Detailed Program Activities and Processes 39
For all infrastructure installed by SCE, the amount and extent of equipment to be installed will also consider any future construction or expansion plans for the site.

Develop Detailed Site Design – Detailed Description
To build on the recently developed conceptual design, SCE will send a survey crew to the project site to gather more detailed information needed to develop a technical site design (also referred to as the preliminary design).

The survey crew will take more detailed measurements and perform activities, such as identifying any existing underground utilities or infrastructure that may impact the planned build location. The team will then create a base map that will include the specific location of the charging equipment infrastructure.

SCE team members will leverage site drawings, maps and files and incorporate any other required design elements such as ADA requirements and potential guidelines set forth by the AHJ to create a digital civil plan map for the site.

These activities will result in the development of a preliminary design, which will typically match the conceptual design originally presented to the participant. In some cases, modifications to the design might be necessary. If, for example, during the site visit SCE’s survey crew finds underground obstructions by using ground penetrating radar, relocation of some infrastructure indicated on the design would be required. Another example might include proposed changes that arise in discussions with reviewing the designs with the AHJ, which could lead to either small or significant changes from the original planned lay-out. Any of these types of changes will be reflected in the revised designs. Any significant changes deviating from the design originally presented conceptual design will be discussed with the participant.

C Design and Build – SCE Builds Make-Ready Infrastructure and Installs the Charging Equipment

6. Develop Detailed Site Design
Description Following the execution of an agreement, SCE will commence with drafting detailed preliminary design plans.

Customer Activities
• Work with SCE to schedule and participate in another site visit required to collect information which will help with developing the detailed design work. • Review and approve the detail design within 10 calendar days.

Documents Required Customer to approve the preliminary design through the enrollment portal.

SCE Activities
• Schedule/coordinate the site visit to start the detailed preliminary design work. • Develop preliminary design and present to the participant. • Receive preliminary design approval from participant through the enrollment portal. 48 Detailed Program Activities and Processes 40
Participant Grants Easement – Detailed Description
The participant is required to execute and notarize the easement, or, if participant is not the property owner, ensure that the property owner executes and notarizes the easement. Participant shall return the original signed easement to SCE within 30 calendar days from the date of receipt.

7. Grant Easement
Description The participant is required to execute and notarize the easement or facilitate its execution (for non-owned sites).

Customer Activities
• Sign and notarize easement documents.
• Return the original signed and notarized easement to SCE within 30 calendar days from the date of receipt.
• If participant is not the site owner, have the property owner sign and notarize easement documents.

Documents Required Return original signed and notarized easement to SCE following the mailing instructions that will be provided.

SCE Activities
• Prepares easement documents and provides to participant for execution. • Ensure notarized copy is received. Follow-up as may be necessary • Once copy of final easement is obtained, initiate recording of easement. 49 Detailed Program Activities and Processes 41
SCE Constructs Infrastructure – Detailed Description
SCE will construct all utility-side and customer-side infrastructure (also referred to as make-ready) from the pole to the connection point for the charging equipment. This typically includes transformer upgrade (when necessary), service drop, meter panel/socket, circuit panel, conduit, and wires.

SCE Secures Permits - Detailed Description
SCE will submit its construction plans to the relevant AHJ to secure all necessary reviews, approvals and permits for the work it performs.

The participant may be requested to sign permit application documents as may be required by the AHJ. If signatures are required, SCE will work with the participant to obtain and submit.

8. Secure Permits
Description SCE will submit its construction plans to the relevant AHJ to secure all necessary reviews, approvals and permits.

Customer Activities Sign permit application documents as may be requested by SCE.

Documents Required Any upon request from AHJ, as may be required.

SCE Activities
• Submit designs to the AHJ for plan check and permitting. • Send participant any documents requiring signature.
• Provide participant the necessary information to establish a new Service Account.

9. Construct Infrastructure
Description SCE will construct and install the make-ready infrastructure.

Customer Activities Work with SCE Account Manager to select TOU rate plan and request service turn-on (performed before meter is set).

Documents Required None.

SCE Activities
• After securing permits, initiate construction phase.
• Complete the construction phase.
• Activate new Service Account upon participant’s request. 50 Detailed Program Activities and Processes 42

10. Install Charging Equipment
Description SCE will install the vehicle charging equipment following the completion of the utility-side and customer-side infrastructure work.

Customer Activities None.

Documents Required None.

SCE Activities
• Coordinate final inspections.
• Report and list charging equipment to the U.S. Department of Energy’s EV Charging Station Locations mapping tool and register with the U.S. Department of Energy’s Alternative Fuel Data Center.

A unique feature of the Turn-key Installation option includes SCE installing and maintaining the charging equipment for up to 10 years.

D Operate Charging Equipment

11. Operate and Maintain Charging Equipment
Description SCE will be responsible for the continued operation and maintenance of the installed infrastructure and charging equipment.

Customer Activities None.

Documents Required None.

SCE Activities
• Maintain equipment.
• Establish and maintain network services.
• Address any equipment malfunctions.
• Repair or replace equipment as may be necessary.
• Collect usage and other charging station data.

12. Determine Charging Station Session Fees
Description The participant will decide, with SCE assistance, the charging station fees charged to drivers.

Customer Activities • Work with SCE to determine pricing. • Work with SCE on establishing approach for demand response participation.

Documents Required None.

SCE Activities • Work with customer to establish pricing. • Assist with establishing parameters for demand response participation. 51 Detailed Program Activities and Processes 43

13. Collect and Remit Charging Station Session Fees
Description SCE will facilitate the collection of fees from those using the charging equipment and the remittance of the collected fees to the site-host participant.

Customer Activities • Work with SCE to determine remittance process. • Pay the electricity chargers associated with the EV charging equipment.

Documents Required None.

SCE Activities
• Facilitate the collection of station fees.
• Establish remittance process with participant.
• Facilitate the remittance of fees to site participant.

Following the charging equipment’s installation, and for the duration of the 10-year commitment period, participants MAY be presented with program-related surveys and other potential information request(s). SCE requests that participants provide timely responses to these surveys and other data requests which will assist with program evaluation and improvement initiatives.

At the end of the 10-year commitment period, SCE will work with the site host to determine if they may choose to take over ownership and operation of the equipment.
52 Glossary of Terms 44
Account Manager: An SCE employee in the BCD
organization serving as the SCE liaison for business
customers. Each Account Manager is typically assigned
as an account representative for a particular industry
segment (i.e., government, hospitals, schools, etc.)
AHJ (Authority Having Jurisdiction): the responsible
government entity having geographically based
jurisdiction that typically approves, inspects and
permits construction projects (e.g., City, County, Fire, Division of State Architect, etc.)
APL: see Approved Product List
Approved Product List: Also referred to as the APL,
the list of charging equipment approved by SCE
and meeting SCE’s technical requirements. Eligible
Participants must select charging equipment from the
APL in order to participant in this program. SCE does
not provide any expressed, implied or prospective
warranty, including any warranty of merchantability or
fitness for any particular use or application, of any EV charging equipment. The APL can be found at
www.sce.com/APL. SCE reserves the right to modify
the list at any time.

As-Built Map: Construction drawings created by the
contractor and submitted by the Participant at the
completion of construction detailing any field approved revisions to the self-installed customer-side make-ready infrastructure. The final as-built map (in PDF file format) is required for submission if the customer chooses to
perform the customer side of the meter make-ready
work.

Base Map: The Base Map is to be prepared in CAD
format from a detailed site survey. It is an overhead
view of the project site that includes property lines,
streets, curb and sidewalk, above ground structures
and building footprints, existing underground utilities and obstructions, and the desired location of planned
EV charging equipment. Submission of a Base Map
is required if the Participant chooses to perform the
customer side of the meter make-ready work.

CAD File Requirements: The Base Map is to be created
in AutoCAD 2009 or earlier format without crossreference drawings (XREFs). SCE’s CAD file requirements can be found at here.

Charging Equipment – EV Charging Station: EV
Charging Equipment interconnects with the electricity
grid at a charging site to an electric vehicle, whether using alternating current (AC) or direct current (DC).

An individual charging station unit may contain one
or more charging ports for the purpose of connecting
the electric vehicle to a grid connected power source
capable of recharging the vehicle’s battery pack. The
individual connectors of the Charging Station are
referred to as ports. Each charging station may charge
one or more vehicles depending on the number of
ports with which each unit is equipped. For both single and dual-port stations, power cannot be throttled
during non-DR events and each port must be able to
deliver full power to both vehicles that are charging
simultaneously. For example, a dual-port L2 station
rated at 7.2kW must be able to deliver 7.2kW of power
to both vehicles when two vehicles are charging
simultaneously.

Charging Equipment Approved Product List: See
Approved Product List.

Charging Equipment Rebate: Financial reimbursement
paid to eligible Participant, or its designee, intended to offset costs associated with the purchase and
installation of SCE-approved Charging Equipment.

Charging Equipment Registration Form: A form the
Charging Equipment Installer can provide showing the
subject Charging equipment serial numbers and other
pertinent station data.

Charging Station: See Charging Equipment

GLOSSARY OF TERMS
53 Glossary of Terms 45
Civil Plan: Engineered site drawings detailing existing site structures, roads, curb face, utilities etc. Typically, the civil plan is produced using the base map as
the existing site / site infrastructure, with the new
improvements drawn in and labeled as either ‘future’ or ‘proposed’. The civil plan should be saved in a PDF file format and is required for submission if the participant chooses to perform the customer-side of the meter
make-ready work. A sample civil plan can be found
here.

Conceptual Design: Map and related documents,
as applicable, that show the proposed layout of the
infrastructure and charging equipment, including
but not limited to, conduit routing and equipment
placement. The conceptual design is high level and will be completed prior to execution of the Agreement and
will be further refined after funds are reserved.

CPUC (California Public Utilities Commission): The
California state regulatory agency that is responsible
for regulating privately owned electric, natural gas,
telecommunications, water, railroad, rail transit, and
passenger transportation companies.

CPUC’s Transportation Electrification Safety
Requirements Checklist: The Safety Requirements
Checklist applies to CPUC-Approved Transportation
Electrification Programs and can be downloaded
from: https://www.cpuc.ca.gov/-/media/cpucwebsite/files/legacyfiles/s/6442458882-safetyrequirements-checklist-final-draft-.pdf.

CED (Customer Engagement Division): The Customer
Engagement Division (CED) of Customer Service is the
primary contact for SCE’s business customers and
serves as their Trusted Energy Advisor by meeting
the energy-related needs of the various business,
government and agricultural customers.

Customer-Side Make-Ready Infrastructure: The
infrastructure that includes all infrastructure on
the customer-side of the meter, from the new panel
included in the completed utility-side infrastructure
work, up to the first point of interconnection with the customer’s EV charging equipment.

DAC: See Disadvantaged Community.

DCFC (Direct Current Fast Charging): Charging
equipment that provide a high-power DC current, and
for this program at least 50 kW, to the electric vehicle’s battery without passing through any onboard AC/
DC converter, which means the current is connected
directly to the battery.

Demand Response (DR): DR programs encourage a
reduction of electricity use during certain time periods, typically during on-peak hours or when demand for
electricity is high, and/or can provide incentives to use electricity during periods of excess generation or when demand for electricity is lower.

Disadvantaged Community - (DAC): Census tracts
in SCE’s service territory with a top quartile score
according to California Environmental Protection
Agency’s California Communities Environmental Health
Screening Tool. SCE will leverage the current applicable version of the CalEnviroScreen tool to verify site status.

The CalEnviroScreen was released by the Office of
Environmental Health Hazard Assessment (OEHHA),
on behalf of the California Environmental Protection
Agency (CalEPA). CalEnviroScreen identifies California
communities by census tract that are disproportionately burdened by, and vulnerable to, multiple sources of
pollution. These communities are also referred to as
Disadvantaged. For more information, please visit
https://oehha.ca.gov/calenviroscreen/sb535.

DR: See Demand Response.

Equipment Commissioning Test: SCE’s Field testing
of energized EV charging equipment at completion of
installation.

EV (Electric Vehicle): A plug-in electric vehicle that is propelled by one or more electric motors and powered
by an onboard battery pack.

E-sheet and load calculations: Chart or graphical
representation of all connected load to an existing or
proposed switchgear or panel, shown in kW, kVA, kVAR
etc. Should be accompanied by a single line exhibit of
the switchgear.
54 Glossary of Terms 46
Final Design: Map and related documents, as
applicable, that show the proposed layout of the
infrastructure and charging equipment, including
but not limited to, conduit routing and equipment
placement. The Final Design is the engineered
construction drawing submitted for permitting and will
be completed prior to start of construction.

Final Invoice: Statement of the total amount paid by
participant to charging equipment supplier(s) for the
purchase of the charging equipment.

Fortune 1000 list: Fortune 1000 companies include
companies listed on the Fortune 1000 list, subsidiaries of Fortune 1000 companies, corporate stores of
Fortune 1000 companies, and international companies
with annual revenue at or above the lowest cutoff point in the Fortune 1000.

IDR (interval data recording [meter]): SCE will install a new meter for all EV charging equipment installed
under this program. Each meter will be capable of
recording, storing and transmitting usage data. Usage
data for non-residential customers is captured in
15-minute intervals.

Infrastructure: All work and facilities, as determined
by SCE, in SCE’s sole discretion and subject to change
in SCE’s sole discretion, to be located, designed and
installed by SCE, necessary to allow the participant
to install and operate the charging equipment.

Infrastructure may include, but is not limited to new
transformers, services, and meters, new panels,
stepdown transformers, conduits, wires, connectors,
and any other hardware installed by SCE at or near the
participant’s site. If the participant chooses to have SCE build the customer-side make-ready infrastructure, it
will become a part of the Infrastructure.

Level 1 (L1) Charging: Low power charging up to 1.9kW,
typically at or below 120 volts. An EV with a 60 kWh
battery pack will take approximately 20 hours to charge from empty to full.

Level 2 (L2) Charging: Medium power charging up
to 7.2kW, typically delivered between 220 and 240
volts. An EV with a 60 kWh battery pack will take
approximately 8 hours to charge from empty to full.

Make-Ready Infrastructure: includes all infrastructure
work on both the utility-side of the meter, and the
customer-side of the meter, from SCE’s distribution
system up to the first point of interconnection with
the Participant’s EV charging equipment. The segment
of infrastructure work on the utility-side of the meter is also referred to as utility-side infrastructure. SCE will always be responsible for designing, procuring,
installing, and maintaining the necessary infrastructure located on the utility-side of the meter.

The segment of infrastructure work on the customerside of the meter includes all infrastructure from the new panel that will be set as part of the utilityside infrastructure work, up to the first point of interconnection with the Participant’s EV charging
equipment. All Participants will have the option to
have SCE perform the customer-side infrastructure
work or alternatively may choose to perform the work
themselves.

Make Ready Rebate (Customer-Side): If the
participant elects to perform the customer-side makeready Infrastructure work, following the completed installation and submission of required documentation,
SCE will process a rebate payment that is intended to
offset a portion of the participants associated costs.

The Make-Ready Rebate is intended to offset up to 80
percent of the estimated average utility direct cost for installing the customer-side make-ready infrastructure
for the relevant sector. Every Participant will have the choice to perform this work themselves and receive
the rebate, or to have SCE perform the work at no
additional cost to the participant. The rebate payment
may be reduced to ensure payment will not exceed the
participants actual costs.

Multi-Family Property: (also referred to as multi-unit
dwelling, or MUD). The definition for enhance rebate
qualifying sites include:
• Residential properties – Structures that are
designed to accommodate two or more tenants with
shared parking areas.
• Apartment Buildings – Structure(s) containing two
or more dwelling units that may also include common
areas and facilities, e.g., entrances, lobby, elevators or stairs, mechanical space, walks, grounds, recreational
facilities, and parking both covered and open.
55 Glossary of Terms 47
• Retirement Communities, Townhomes,
Condominiums – Residential communities with
shared parking areas managed by an HOA or an
equivalent association.
• Mobile Home Parks – Residential mobile home
communities with shared parking areas.
• University & Military Housing – Student or military
housing units or apartments with individual cooking
facilities (except conventional dormitories and
barracks with cafeteria type kitchens).
• Timeshares – Vacation property communities with
shared parking areas managed by an HOA or an
equivalent association.
• Public Parking With Dedicated Overnight Resident
Passes – Public parking lots designated for nearby
multi-family residents for overnight parking. Stations
can be open for public use during day-time hours.

Network Service Agreement: A contractual
agreement between a network service provider and
a participant for the purpose of providing networking
services for the installed charging equipment.

Network Services Provider: The 3rd party entity
that will provide network services for the EV charging
equipment installed at the participant’s site. The
network service provider will be required to transmit
port level data and other information to SCE complying
with program requirements.

Participant: see Program Participant.

Ports: see Charging Equipment.

Preliminary Design – (Preliminary infrastructure
design): Engineered infrastructure drawings at a
minimum of 50% completion. Must include conduit
and structure sizes and locations, load calculations and single line exhibit with switchgear specifications.

Program: Also referred to as the Charge Ready
program. This program is designed to help program
participants by providing rebates and installing the
charging infrastructure needed to fuel light-duty
electric vehicles.

Program Participant: The SCE non-residential
customer that applies for the program and executes an
agreement. Also referred to as the “participant”.

Participation Agreement: An agreement between
SCE and the participant that includes the terms and
conditions for participating in the program and is
provided to an applicant following SCE determination
that a project has be approved for participation.

Rebate: Financial reimbursement paid to eligible
participant, or its designated assignee, pursuant to this program.

Rebate Payment: The payment made by SCE to
participant, or its designated assignee, for all applicable rebates, if any, pursuant to the program.

Site: The premises, owned, leased or operated by the
participant, where the charging equipment will be
installed.

Site-Host: Program participant who entered into the
Program’s Participation Agreement and is responsible
for the ongoing operation of the charging equipment.

Site Plan – Site Plan Job Aid: The site plan is a birdseye exhibit of a site with building footprints, roads, parking areas and other above ground structures
notated. May be an engineered drawing or may just
be a satellite image with notes. A site plan (in PDF file format) is required to be submitted with a program
application. A site plan job aid can be found at here.

TEPFS (Transportation Electrification Project
Feasibility Sheet): Field checklist prepared by a SCE
Business Customer Division (BCD) representative. This
checklist gathers high-level information such as the
customer’s electrification plans, site topography and
existing utility equipment at the site.

TOU (Time-of-Use) Rate Plans: All TOU plans feature
energy charges that vary based on the time of day,
the day of the week, and the season. Some plans
also include demand charges that are based on the
maximum amount of electricity (kW) your business
uses within any 15-minute period within your routine
billing cycle. For more information about TOU rate
plan options, please visit https://www.sce.com/
business/rates/time-of-use, or https://www.sce.
com/business/rates/electric-car-business-rates on
TOU-EV rates.

Transportation Electrification Safety Requirements
Checklist: see CPUC’s Transportation Electrification
Safety Requirements Checklist.
56 Glossary of Terms 48
Utility-Side Make-Ready Infrastructure (UtilitySide Infrastructure Work): All infrastructure from SCE’s distribution system to a new circuit panel that
will be designed and installed by SCE to support the
Participant’s installation and operation of EV charging equipment.
57 Appendix 49
• Rebate Summary Table
• Site Plan Job Aid
• Charging Equipment Usage Data Monthly Report Instructions • Data Portal Interval Template
• Data Portal Session Data Template
• Charging Equipment Registration instructions
• Charging Equipment Registration Form
• Third-Party Funding Attestation Form
• Infrastructure Approval and Acceptance Certificate
• Civil Plan Sample
• Participant Installed Make-Ready Cost Breakdown Worksheet • CAD file Requirements
• Testament of Compliance with the CPUC’s Safety Requirements Checklist for CPUC-Approved Transportation Electrification Programs
• Sample Grant Easement
• Customer Project Sheet (for rule 15/16 project initiation)

APPENDIX
58 SCE’s Charge Ready Transport (CRT) Program offers low-to no-cost electrical system upgrades to support the installation of electric vehicle (EV) charging equipment for qualifying vehicles. This program provides a unique opportunity for fleet operators choosing to acquire electric vehicles by providing support and reducing the costs with installing the necessary charging equipment.

When a customer is approved to participate in the program, SCE will design, construct, and install the necessary infrastructure on both the utility-side and customer-side of the electric meter. If the customer prefers, they can perform the customer-side of the meter electrical work and receive a rebate. Additional rebates are available to school districts, transit agencies, and eligible companies within disadvantaged communities.

This program provides a great opportunity for
fleet owners and other operators of industrial
vehicles including:
• Medium and heavy-duty trucks, shuttles,
and vans
• Transit buses
• School buses
• Transportation refrigeration units
• Airport ground support equipment
• Port equipment
• Forklifts and other off-road equipment

CHARGE READY TRANSPORT
Clean Energy to Fuel Southern California’s
Electric Vehicle Truck and Bus Fleets
Program Highlights1
SCE will:
• Perform on-site visits to evaluate site’s electrical infrastructure needs. • Develop utility-side and customer-side of the meter cost estimates. • Design, secure permit, project manage and install the necessary infrastructure. Participants will have the option to instead perform the necessary work on their side of the meter and receive a make-ready rebate.2 • Install a separate meter dedicated to the EV charging infrastructure and waive customer demand charges through 2030 for EV rates TOU-EV-8 and TOU-EV-9.
• Make final inspections once the charging equipment is installed.

Customer Requirements:
• Lease or purchase at least two medium or heavy-duty battery powered EVs or convert at least two fossil-fuel vehicles to electric. • Select, purchase and install SCE approved charging equipment in the quantity approved by SCE.
• Keep the charging equipment operational for at least ten years. • Provide data related to charging equipment usage for a minimum of five years (on-road vehicles only).
• Grant easement may be required.
sce.com/CRT
1 Additional terms & conditions apply.
2 SCE will provide a rebate of the lesser of 80% of the customer participant actual installation cost or 80% of SCE’s average direct cost for installing the customer-side make-ready infrastructure.

Interested? Let’s talk.

Call your SCE Account Manager or
email chargereadytransport@
sce.com if you have questions or
want to find out how
this program may work for your
business.

You can also visit sce.com/CRT
for more information.

SCE 27-32 REV 10/25
59 CHARGE READY TRANSPORT

Quick Reference Guide
Visit us at sce.com/CRT or email
[email protected].
60 TABLE OF CONTENTS
Overview 3
Introduction 3
How This Program Works 3
Rebates 4
Participation Details 5
Key Roles 5
Program Eligibility 6
Charging Equipment Eligibility 6
Things You’ll Need to Prepare Your Application 7
Site Plan Instructions 8
Application Evaluation & Approval
After You Submit Your Application
Application Approval and Immediate Next Steps
9 9
10 Planning & Construction
Verification
Program Feedback and Future Surveys
11 11
11 Get Started
Ready to Get Started?
Contact Us
12 12
12 This Guide is intended for the convenience of interested potential Applicants.

If there are any conflicts between this guide and the CRTP Tariff, the terms of the Tariff will govern. 61 Overview Participation Details Application Evaluation & Approval Planning & Construction Get Started

OVERVIEW

Introduction
The Charge Ready Transport Program supports both
California’s greenhouse gas (GHG)-reduction goal and local air-quality requirements. The Program assists customers with transitioning to cleaner fuels by reducing their cost for the purchase and installation of required electric vehicle (EV) charging infrastructure, as well as providing rebates to offset the cost of charging stations for certain eligible customers.

SCE has an important role to play in all market segments within its service territory. Because the medium- and heavy-duty, on-road and non-road transportation segments are in various stages of technological development and market maturity, the Program is designed to help address some of the existing barriers to increased adoption in these segments.

How This Program Works
This program provides the infrastructure to support the installation of EV charging equipment at no cost to the Participant. This presents a unique opportunity for fleet operators that choose to buy EVs because the infrastructure required to support the installation of EV charging equipment is typically a sizable investment.

SCE will design, construct, and install the necessary
infrastructure on both the utility-side and customer-side of the electric meter. Participants are, however, responsible for the selection, purchase, and installation of the EV charging equipment.

OVERVIEW Visit us at sce.com/CRT
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Overview Participation Details Application Evaluation
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Rebates
In addition to receiving the necessary infrastructure to support EV charging equipment, this Program provides two additional rebate options: the Charging Equipment Rebate and the Make-Ready Rebate.

Charging Equipment Rebate
The Charging Equipment Rebate is offered to eligible
participants in order to offset a portion of the costs
associated with the purchase of EV charging equipment
approved by SCE. This rebate is only available to:
• Participants that will be acquiring and operating
School Buses or Transit Buses anywhere in SCE’s
service territory;
• Participants who install charging equipment at a
project site located in a designated Disadvantaged
Community where the Participant is not listed as a
Fortune 1000 company.

In all cases, to be eligible for the Charging Equipment Rebate, charging equipment must be selected from
SCE’s Approved Product List.

Make-Ready Rebate
The second rebate option is referred to as the
Make-Ready Rebate. This rebate is available to any
Participant who chooses to design, procure, and install the customer side of the meter infrastructure work
(also referred to as “customer side make-ready”).

The Make-Ready Rebate is intended to offset up to 80
percent of the costs that SCE would otherwise incur for performing the work.1
Every Participant will have the choice to perform this
work themselves and receive the rebate, or to have
SCE perform the work at no cost to the Participant.
1 Customers choosing this option will eligible for a rebate which will be the lesser of: (a) 80 percent of the Participant’s actual installation cost or (b) 80 percent of the average utility direct cost for installing the customer side make-ready infrastructure for the relevant sector.

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PARTICIPATION DETAILS

Key Roles

Customer
• Submits an enrollment application.
• Acquires at least two EVs, to arrive on-site within
18 months of application submission.
• Selects, purchases and installs EV charging
stations approved by SCE.
• Is required to maintain charging stations in good
working order for a period of at least 10 years.
• Note: EV charging stations used to fuel on-road
vehicles are required to be linked through a
communications network for a period of 5 years.

SCE
• Works with customers to help them assess their
unique EV charging needs and explore available
options.
• Designs, procures and installs the make-ready
infrastructure for each approved project, at no
cost to the Program Participant – OR – Provides
a Make-Ready Rebate to customers who chose
to design, procure and install the customer side
make-ready.
• Provides charging equipment rebates to
eligible customers.

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Overview Participation Details Application Evaluation
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Program Eligibility
Non-residential customers are eligible to enroll to participate in the program if they:

1. Are a SCE customer that operates a medium- or heavy-duty fleet, used for either on-road or non-road applications;

2. Will be purchasing or leasing at least two new fleet EVs, or convert at least two fossil-fueled vehicles to electric, with the vehicles arriving on-site within 18 months from the time the application was submitted;

3. Own, lease, or operate a site located within SCE’s service territory where the EV charging infrastructure will be installed;

4. Agree to provide the necessary easements. Applicants, if not the owner of the site at which the charging equipment is to be installed, are required to obtain consent from the property owner to install the equipment and agreement that the property owner will grant any required easements;

5. Select, purchase, install and maintain the EV charging stations in good working order for at least 10 years;

6. Provide proof of purchase of qualified electric vehicles and accompanying charging equipment;

7. Agree to provide SCE with EV charging usage data from all charging stations used to fuel on-road EVs for five years.

Charging Equipment Eligibility
Qualified charging stations are specified in SCE’s
Approved Product List (APL) which you can find at
sce.com/APL. Under some circumstances, EV
charging equipment not listed on the APL can be
selected for use, but in all cases SCE must first
approve it. Customers can work with their SCE
representatives to ensure their selected charging
equipment meets program eligibility requirements.

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Things You’ll Need to Prepare
Your Application
• SCE Service Account Number
• The County Tax Assessor parcel number for the
site where the charging equipment will be installed
• Your vehicle acquisition plans including
information on the number and types of EVs you
plan to purchase, lease, or convert
to electric over the next 10 years
• Information about your existing fleet
• A site plan of the property where the EV charging
equipment will be installed. The plan will also need
to include the proposed location(s) for the charging
equipment
• If you are not the property site owner, ensure the
property owner has approved of the proposed
installation of EV charging equipment
• The Name of the Authority Having Jurisdiction
(AHJ) to issue building permit approvals
• Approval and authority to sign the Application
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Site Plan Instructions
A site plan will need to be submitted with your completed application. The plan is intended to provide an aerial view of your property which can be obtained from Google Maps, and should include annotations to indicate the preferred location for the charging equipment.

However, SCE may propose a different location based on various factors, including but not limited to proximity to SCE’s existing distribution equipment. The site plan will need to be uploaded to the program website immediately following the completion of the on-line application.

Ideal Charging Site
Location Guidelines
Charging stations should:
• Be as close as possible to the existing
transformer (if enough capacity) or to a
new transformer (if needed to serve the
EV charging load).
• Be grouped in a single location (e.g., the
same floor of a parking depot).
• Allow adequate space for the installation
and operation, in compliance with all
applicable laws, rules, and regulations.

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APPLICATION EVALUATION & APPROVAL

After a preliminary evaluation of your application, SCE will reach out to provide more information about the program, answer any questions you may have, and further discuss your project to determine possible next steps.

After You Submit Your Application
If your project moves past the initial evaluation phase, next steps will typically include the following:
1 Site Visit
SCE will work
with you to
schedule a
site visit and
evaluation.
2 Planning
and Design
SCE’s team will
leverage the site
plans submitted with
the application and
perform additional
planning and design
activities.
3 Infrastructure Evaluation
SCE will evaluate the existing
distribution infrastructure
and the site’s existing service
connection; assess the possible
integration opportunities with
on-site or planned distributed
energy resources; and the
applicants preferred location(s)
for the EV charging equipment.
4 Alternate Location
Arrangement
SCE will work with
the customer to
reach agreement
on an alternate
location for the EV
charging equipment if
necessary.
5 Conceptual
Design and Cost
Estimates
SCE will then use
the information
collected to develop a
conceptual design and
make cost estimates
for the necessary
infrastructure work.

APPLICATION EVALUATION & APPROVAL Visit us at sce.com/CRT 9 68

Overview Participation Details Application Evaluation
& Approval Planning & Construction Get Started
Application Approval and Immediate Next Steps
If the proposed project meets program criteria and cost thresholds, next steps will typically include the following:

1. SCE will provide the design exhibits to the Applicant for approval.

2. The Applicant must decide if they will elect to design, build, and install the customer side makeready Infrastructure or have SCE perform the work.

3. The Applicant must affirmatively commit to the specific charging equipment they will plan to purchase and install.

4. The Applicant will need to commit to their final vehicle acquisition plan.

5. Following the Applicant’s approval of the designs provided by SCE, the Applicant will be presented with a Program Participation Agreement (Agreement) for signature.

6. Program funds will be reserved for the project following SCE’s execution of the Agreement.

7. Within 45 days of signing the Agreement, Participants will be required to provide:
• Proof of purchase of the program eligible charging stations. • Proof of vehicle acquisition, for a minimum of two vehicles, with a specified delivery date not to exceed 18 months.
• If applicable, submission of a completed “Rebate Assignment Form”.

This document captures the necessary information for SCE to process and remit applicable rebate payments.

APPLICATION EVALUATION & APPROVAL Visit us at sce.com/CRT 10 69

Overview Participation Details Application Evaluation
& Approval Planning & Construction Get Started

PLANNING & CONSTRUCTION

Once the required documentation is received2,
SCE will move forward with:
• Completing the detailed design work;
• Preparing and delivering easements for the Participant’s (or property owner) signature;
• Securing any necessary permits;
• Procuring materials and managing the construction of the make-ready infrastructure work.

Participants will:
• Move forward with installing the EV charging equipment once SCE has completed the make-ready infrastructure.
• Provide the final documentation to SCE following the
successful installation of the EV charging equipment.

Verification
Following the completed installation of the charging
equipment, SCE will conduct a final walkthrough to
verify the charging stations are properly installed and operational. Participants will then receive notification that the project is complete, and SCE will process any
rebate payments for which the project may be eligible.

Program Feedback and Future Surveys
SCE may ask participants to complete various surveys
to support the evaluation of the Program.
2 All documents listed under item #7 of the “Application Approval and Immediate Next Steps”.

PLANNING & CONSTRUCTION Visit us at sce.com/CRT
11 70

Overview Participation Details Application Evaluation
& Approval Planning & Construction Get Started

GET STARTED

Ready to Get Started?
To apply for the Charge Ready Transport Program, please fill out the form on the Program Overview page and someone will contact you.

Contact Us
If you would like more information about this program, or to further explore your fleet’s EV charging needs, simply contact your SCE Account Representative. You can also reach us by sending an email to [email protected].

Visit us at sce.com/CRT GET STARTED
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0752 Agenda Date: 5/4/2026 Agenda #: 3.

Agenda Item Wording:

Approve a contract for the supply of auto parts- Approve a contract with Genuine Parts Co. dba Napa Auto Parts to supply parts and accessories for the Fleet Division utilizing Sourcewell Contract with an annual not-to-exceed amount of $1,200,000, for an initial term through January 10, 2029, which may be extended for up to two additional one-year terms, to align with the Sourcewell contract, with a maximum contact amount of $6,000,000 over the life of the contract, including extensions.

Agenda Date: 05/04/2026
Prepared by:

Danny Galindo, Public Works Manager, [email protected] , 713-4186 Nick Bartsch, Public Works Director, [email protected] ,713-4052 Department Recommendation: Staff recommends that the City Council approve a contract with Genuine Parts Co. dba Napa Auto Parts to supply parts and accessories for the Fleet Division utilizing Sourcewell Contract No. 100124-GPC with an annual not-to-exceed amount of $1,200,000, for an initial term through January 10, 2029, which may be extended for up to two additional one-year terms, to align with the Sourcewell contract, with a maximum contact amount of $6,000,000 over the life of the contract, including extensions.

Summary:

The Fleet Maintenance Division currently maintains over 700 vehicles and pieces of equipment.

Timely access to parts is essential to ensure efficient repair and minimize equipment downtime.

Currently, staff utilizes Napa Auto Parts as the primary vendor for parts procurement. Staff is requesting approval to establish an annual contract with Genuine Parts Company dba Napa Auto Parts for the continued purchase of these parts.

Background Discussion:

The Fleet Maintenance Division supports over 700 vehicles and pieces of equipment and performs daily repairs requiring timely access to parts. Napa Auto Parts is the current vendor and provides multiple daily deliveries, ensuring repairs are completed promptly and minimizing extended equipment downtime.

Sourcewell Cooperative Purchasing helps the City save time and money by purchasing from ready-to -use, competitively solicited contracts. Cooperative Purchasing is “Procurement conducted by, or on behalf of, one or more Public Procurement Units,” as defined by the American Bar Association Model Procurement Code for State and Local Governments. Sourcewell streamlines the purchasing process by developing Requests for Purchase for national competitive solicitations that meet or exceed local requirements. Because Genuine Parts Co. dba Napa Auto Parts are already competitively bid by Sourcewell, the City is able to utilize that contract to obtain the Sourcewell pricing.

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File #: 25-0752 Agenda Date: 5/4/2026 Agenda #: 3.

The Sourcewell contract 100124-GPC expires January 10, 2029, with an option of up to (3) additional years. Given the City’s five-year contracting limit, Staff is requesting the contract be approved for up to the maximum of 5 years.

Fiscal Impact including annual maintenance and operating costs:

Historical annual expenditures are as follows:

FY 2023-24 $1,183,908
FY 2024-25 $1,124,545
FY 2025-26 $858,800 (July 2025 - March 2026)
Expenditures are paid initially out of the Fleet Maintenance Fund. These costs are then charged to the vehicle use department monthly, as incurred.

Prior Council Action: On January 17, 2023, City Council approved an annual contract with Genuine Parts Co. dba Napa Auto.

Alternatives: None recommended
Recommended Motion (and Alternative Motions if expected):

I move to approve a contract with Genuine Parts Co. dba Napa Auto Parts to supply parts and accessories for the Fleet Division utilizing Sourcewell Contract with an annual not-to-exceed amount of $1,200,000, for an initial term through January 10, 2029, which may be extended for up to two additional one-year terms, to align with the Sourcewell contract, with a maximum contact amount of $6,000,000 over the life of the contract, including extensions.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 05/04/2026
Attachments:

Sourcewell Contract
Sourcewell Pricing
Sourcewell RFP
Levine Act
Strategic Goal:
☐
Economic
Vitality
☒
Organizational
Excellence
☒
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0753 Agenda Date: 5/4/2026 Agenda #: 4.

Agenda Item Wording:

Approve a contract for miscellaneous Fleet parts - Approve a contract with Lawson Products to supply small parts, fasteners, hydraulic hoses, clamps, and vehicle repair supplies for the Fleet Division utilizing the Omnia Partners Contract with an annual not-to-exceed amount of $175,000 for an initial term through October 31, 2027, which may be extended for up to two additional one-year terms, to align with the Omnia Parters Contract, with a maximum contract amount of $525,000 over the life of the contract, including extensions.

Agenda Date: 05/04/2026
Prepared by:

Danny Galindo, Public Works Manager, [email protected] , 713-4186 Nick Bartsch, Public Works Director, [email protected] ,713-4052 Department Recommendation: Staff recommends that the City Council approve a contract with Lawson Products to supply small parts, fasteners, hydraulic hoses, clamps, and vehicle repair supplies for the Fleet Division utilizing Omnia Partners Contract No. R240804 with an annual not-toexceed amount of $175,000 for an initial term through October 31, 2027, which may be extended for up to two additional one-year terms, to align with the Omnia Parters Contract, with a maximum contract amount of $525,000 over the life of the contract, including extensions.

Summary:

The Fleet Maintenance Division currently maintains over 700 pieces of equipment, requiring hundreds of small parts (nuts, bolts washers, clips, pins, etc.) for repairs and maintenance to keep a minimum of 98% of the fleet in service. As repairs are completed, the cost of these small parts is internally allocated to the divisions whose vehicles are receiving the work. Timely access to parts is essential to ensure efficient repair and minimize equipment downtime.

Staff currently use Lawson Products, Inc. as the primary vendor for these supplies, and request approval to establish an annual contract with Lawson Products, Inc. piggybacking on Omnia Partners Contract No. R240804.

Background Discussion:

The Fleet Maintenance Division supports over 700 pieces of equipment and performs daily repairs requiring a wide range of small parts. Lawson Products, Inc. provides inventory management services, including stocked bins, which ensures timely access to parts and reduces equipment downtime.

Multiple City divisions utilize this contract, with Fleet being the largest user. Lawson Products, Inc. provides weekly on-site restocking to maintain established inventory levels across the divisions.

Visalia City Council Page 1 of 3 Printed on 4/28/2026
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File #: 25-0753 Agenda Date: 5/4/2026 Agenda #: 4.

Omnia Partners Cooperative Purchasing helps the City save time and money by providing access to competitively solicited, ready-to-use contracts. Cooperative Purchasing is defined by the American Bar Association Model Procurement Code for State and Local Governments as “procurement conducted by, or on behalf of, one or more public procurement units.” Omnia Partners streamlines the purchasing process by issuing national competitive solicitations that meet or exceed local requirements. Because Lawson Products, Inc. is already competitively bid through Omnia Partners, the City is able to utilize that contract to obtain Omnia Partners’ pricing.

Omnia Partners Contract No. R240804 expires October 31, 2027, with an option to extend for up to two additional one-year terms.

Fiscal Impact including annual maintenance and operating costs:

Historical expenditures are as follows:

FY 2023-24 $125,748
FY 2024-25 $146,412
FY 2025-26 $165,609
Expenditures are paid initially out of the Fleet Maintenance Fund. These costs are then charged to the vehicle use department monthly, as incurred.

Prior Council Action: On February 6, 2023, council approved an annual contract with Lawson Products.

Alternatives: None recommended
Recommended Motion (and Alternative Motions if expected):

I move to approve a contract with Lawson Products to supply small parts, fasteners, hydraulic hoses, clamps, and vehicle repair supplies for the Fleet Division utilizing the Omnia Partners Contract with an annual not-to-exceed amount of $175,000 for an initial term through October 31, 2027, which may be extended for up to two additional one-year terms, to align with the Omnia Parters Contract, with a maximum contract amount of $525,000 over the life of the contract, including extensions.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 05/04/2026
Attachments:

Omnia Partners Contract
Pricing
Levine Act
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitlit
☒
Organizational
☐
Fiscal
Stth
☒
Infrastructure &
☐
Quality of
Lif
Visalia City Council Page 2 of 3 Printed on 4/28/2026
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File #: 25-0753 Agenda Date: 5/4/2026 Agenda #: 4.
☐
Economic
Vitality
☒
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
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Exhibit No. _______
The following disclosure and statement apply to the Bidder/Proposer/Contractor/Consultant/ Vendor/Supplier or Company:

1. submitting a bid or proposal in response to a solicitation by City of Visalia; or

2. as Awardee of a contract/purchase order which is subject to approval by the Visalia City Council.

OWNERSHIP DISCLOSURE
__Lawson Products, Inc.______________________________________________ Name of Bidder/Proposer/Contractor/Consultant/Vendor/Supplier or Company 8770 W. Bryn Mawr Avenue, Suite 600, Chicago, IL 60631
_________________________________________________________________________________________________________ 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:
__Luther King Capital Management (LKCM)-Distribution Solutions Group (Owner of Lawson Products, Inc.)_____________________________________________________________________________________ _________________________________________________________________________________________ _________________________________________________________________________________________ _______________________________

CALIFORNIA LEVINE ACT STATEMENT
California Government Code Section 84308, also know 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:__X___. 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.
__Lawson Products, Inc. ___________________________________________________ Print or Type Name of Bidder/Proposer/Contractor/Consultant/Supplier/Vendor/Company __________________________________________ _ Richard D. Pufpaf ____ Signature of Company Authorized Individual Print or Type Name of Authorized Individual 284
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0773 Agenda Date: 5/4/2026 Agenda #: 5.

Agenda Item Wording:

Authorization to assist the Tulare County Association of Governments in preparing and submitting a joint regional application for Transit and Intercity Rail Capital Program Cycle 8 State grant funds - Authorize the City’s assistance and participation in preparing a joint regional application with the Tulare County Association of Governments and Tulare County Regional Transit Agency (TCRTA) for Transit and Intercity Rail Capital Program Cycle 8 State grant funds for capital improvements to the planned Cross Valley Express and Mooney Boulevard Bus Rapid Transit systems.

Agenda Date: 05/04/2026
Prepared by:

John Lollis, Assistant City Manager, [email protected], (559)713-4323 Department Recommendation:

Staff recommends that the City Council authorize the City’s assistance and participation in preparing and submitting a joint regional application with the Tulare County Association of Governments (TCAG) and Tulare County Regional Transit Agency (TCRTA) for Transit and Intercity Rail Capital Program (TIRCP) Cycle 8 State grant funds for capital improvements to the planned Cross Valley Express and Mooney Boulevard Bus Rapid Transit systems.

Summary:

Authorize the City’s assistance and participation in preparing a joint regional application with TCAG and TCRTA for TIRCP Cycle 8 State grant funds for capital improvements to the planned Cross Valley Express and Mooney Boulevard Bus Rapid Transit systems, including opportunity charging infrastructure at the Farmersville, Tulare and Visalia transit centers, additional charging capacity at the Visalia Transit Operations Yard, and sixteen (16) zero-emission battery-electric transit buses.

Background Discussion:

The Transit and Intercity Rail Capital Program (TIRCP) was created by an act of the Legislature in 2014 to provide grants from the Greenhouse Gas Reduction Fund (GGRF) to fund transformative capital improvements that will modernize California’s intercity, commuter, and urban rail systems, and bus and ferry transit systems and deliver benefits such as improved air quality and reduced congestion.

The City, TCAG and TCRTA have successfully pursued competitive TIRCP grants in the past, most recently in Cycles 5 and 7. In Cycle 5 (2022), the City and TCRTA were awarded a combined $8,591,000 for zero-emission transit buses and construction of the future Lindsay Transit Center, as part of a larger joint application with Kings Area Regional Transit (KART). In Cycle 7 (2024), TCAG was awarded $59,100,000 which provides most of the capital funding needed to implement Phase 1 of the Cross Valley Corridor, including the Cross Valley Express and Mooney Boulevard Bus Rapid Visalia City Council Page 1 of 3 Printed on 4/30/2026
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File #: 25-0773 Agenda Date: 5/4/2026 Agenda #: 5.

Transit systems.

The proposed Cycle 8 application by TCAG would incorporate many of the project components which funding was requested but unawarded in a federal application last year to the Federal Transit Administration (FTA) Low or No Emission Grant Program, including opportunity charging infrastructure at the Farmersville, Tulare and Visalia transit centers, additional charging capacity at the Visalia Transit Operations Yard, and sixteen (16) zero-emission battery-electric transit buses.

The TCAG Board of Directors approved the submittal of the grant application at its meeting on April 20, 2026, with the grant application deadline being May 14, 2026.

Fiscal Impact including annual maintenance and operating costs:

If awarded, the TIRCP grant funds would allow additional discretion and flexibility by TCAG of Senate Bill 125 transit funds to be reprogrammed for other high priority transit projects, including for the City of Visalia.

Prior Council Action:

1. April 20, 2026: Authorization to execute agreements with Tulare County Association of Governments and Caltrans for capital infrastructure

2. March 16, 2026: Appropriation of State Transit and Intercity Rail Capital Program (TIRCP) funding

3. November 3, 2025: City’s Participation as the Project Lead and Primary Operator of the Regional Express Transit Service Project

4. November 1, 2021: Authorize staff to enter into a MOU for the purpose of collaborating on Cross Valley Rail efforts to provide thruway bus service and connectivity to the future High-Speed Rail.

Alternatives:

Not authorize the City’s assistance and participation in preparing the joint regional application with TCAG and TCRTA.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the City’s assistance and participation in preparing and submitting a joint regional application with TCAG and TCRTA for TIRCP Cycle 8 State grant funds for capital improvements to the planned Cross Valley Express and Mooney Boulevard Bus Rapid Transit systems.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 05/04/2026
Attachments:

1. TCAG Board of Directors Agenda Staff Report - April 20, 2026 Visalia City Council Page 2 of 3 Printed on 4/30/2026
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File #: 25-0773 Agenda Date: 5/4/2026 Agenda #: 5.

Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☒
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Page 3 of 3 Printed on 4/30/2026
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0775 Agenda Date: 5/4/2026 Agenda #: 6.

Agenda Item Wording:

Notice of Completion - Request authorization to file a notice of completion for River Run Ranch 6 & 7 subdivision located along the north side of East St. Johns Parkway between North McAuliff Street and North River Run Street.

Agenda Date: 05/04/2026
Prepared by:

Luqman Ragabi, Associate Engineer, [email protected], 559-713-4362 Jason Huckleberry, Engineering & Building Department Director, [email protected], (559) 713-4495
Department Recommendation: Staff recommends that City Council authorize the filing of a notice of completion for River Run Ranch 6 & 7.

Summary:

All the required improvements for this subdivision have been completed and are ready for acceptance by the City Engineer. River Run Ranch 6 & 7 subdivision was developed by Century Communities, and contains 92 single family residential lots Background Discussion:

The City Council authorized the recording of the final map for River Run Ranch 6 & 7 subdivision on April 7, 2025. All bonds and cash payments as identified in the subdivision agreement were received by the city at that time. As required by the subdivision ordinance, a maintenance bond valued at 10% of the cost of the public improvements has been submitted and is on file. The maintenance bond is held for one year after the recording and acts as a warranty for the public improvements installed per the subdivision agreement.

Fiscal Impact including annual maintenance and operating costs:

By authorizing this notice of completion, the City of Visalia will incorporate the identified public improvements into normal routine maintenance plans and procedures following the one-year maintenance period. This will have a nominal adverse effect on the fund that provides such maintenance.

Prior Council Action:

On April 7, 2025 council authorized the recordation of River Run Ranch 6 & 7 final map, and the formation and assessment of Landscape and Lighting District 25-03 “River Run Ranch 6-10”.

Alternatives: No alternatives are provided.

Recommended Motion (and Alternative Motions if expected):

Visalia City Council Page 1 of 2 Printed on 4/30/2026
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File #: 25-0775 Agenda Date: 5/4/2026 Agenda #: 6.

I move to authorize the filing of a notice of completion for the River Run Ranch 6 & 7 subdivision.

Environmental Assessment Status: Complete.

CEQA Review:

An Initial Study and Negative Declaration were prepared for the Project. Initial Study and Negative Declaration No. 2022-36 disclosed that environmental impacts are determined to be not significant.

Deadline for Action: N/A
Attachments:

1. Aerial Map

2. Final Map

3. Development Disclosure
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0776 Agenda Date: 5/4/2026 Agenda #: 7.

Agenda Item Wording:

Ordinance Adoption - Second reading and adoption of Ordinance No. 2026-03, amending Visalia Municipal Code Section 1.13 Administrative Code Enforcement Procedures and Penalties.

Agenda Date: 05/03/2026
Prepared by:

Tracy Robertshawa, Neighborhood Preservation Manger, (559)713-4187, [email protected]
Paul Bernal, Planning and Community Preservation Director, (559)713-4025, [email protected] Department Recommendation:

Staff recommends that the City Council conduct the second reading and adopt Ordinance No. 2026- 03, amending Visalia Municipal Code Section 1.13 Administrative Code Enforcement Procedures and Penalties per the attached Ordinance No. 2026-03.

Summary:

On April 20, 2026, the City Council held a public hearing to introduce Ordnance No. 2026-03, a request to amend Visalia Municipal Code Section 1.13 Administrative Code Enforcement Procedures and Penalties. During the public hearing, the City Council received a staff report, and a staff presentation on the changes made to the Administrative Code Enforcement Procedures and Penalties. After the item was presented and no public comments were received, the City Council voted 4-0 to introduce Ordinance No. 2026-03.

Background Discussion:

On April 20, 2026, staff presented the first reading of Ordinance No. 2026-03 which identified the following sections of Visalia Municipal Code Section 1.13 Administrative Code Enforcement Procedures and Penalties being updated:

1. Section 1.13.030 Definitions

2. Section 1.13.060 Commencement of Administrative Enforcement

3. Section 1.13.070 Service of Administrative Enforcement Order

4. Section 1.13.090 Administrative Enforcement Order Appeal Hearing The second reading of the ordinance is the final action the City Council takes in order for amendment of Visalia Municipal Code Section 1.13 to take effect. Following the second reading and Council adoption, the ordinance will go into effect 30 days following adoption of the second reading.

Fiscal Impact including annual maintenance and operating costs: N/A Prior Council Action:

Visalia City Council Page 1 of 2 Printed on 4/30/2026
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File #: 25-0776 Agenda Date: 5/4/2026 Agenda #: 7.
· On April 20, 2026, City Council introduced Ordinance No. 2026-03.

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

I move to approve the second reading and adopt Ordinance No. 2026-03, amending Visalia Municipal Code 1.13 Administrative Code Enforcement Procedures and Penalties.

Environmental Assessment Status: The requested action is considered exempt under Section 15061(b)(3) of the State Guidelines for the California Environmental Quality Act (CEQA). A Notice of Exemption has been prepared for the project because Section 15061(b)(3) states that the project ex exempted from CEQA if the activity is covered by the commonsense exemption that CEQA applies only to projects that have the potential for causing a significant effect of the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

CEQA Review: The requested action is considered exempt under Section 15061(b)(3) of the State Guidelines for the California Environmental Quality Act (CEQA).

Deadline for Action: N/A
Attachments:

1. Ordinance 2026-3 - Amending Section 1.13 Administrative code Enforcement Procedures and Penalties
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☒
Organizational
Excellence
☐
Fiscal
Strength
☐
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Page 2 of 2 Printed on 4/30/2026
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ORDINANCE No. 2026-03

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF VISALIA TO AMEND CHAPTER 1.13 TO ENSURE CONSISTENCY RELATED TO THE ADMINISTRATIVE

PROCESS FOR CORRECTING MUNICIPAL CODE VIOLATIONS, CITY WIDE WHEREAS, Ordinance No. 2026-03 is a request to amend Chapter 1.13 to ensure consistency related to the administrative process for correcting municipal code violations, city wide; and
WHEREAS, the City of Visalia is seeking these revisions to ensure consistency is maintained and current administrative hearing procedures align with the City’s current practice; and
WHEREAS, the City Council of the City of Visalia, after duly published notice, held a public hearing before said City Council regarding Ordinance No. 2026-03 on April 20, 2026, and considered said Ordinance in accordance with the City of Visalia; and WHEREAS, the City Council of the City of Visalia finds that the project is exempt from further review under the California Environmental Quality Act (CEQA) Guidelines, Code of Regulations Section 15061(b)(3) (common sense exemption), as the proposed Ordinance will not in and of themselves have an effect on the environment.

NOW, THEREFORE, BE IT RESOLVED that the project is exempt from further environmental review pursuant to CEQA Guidelines, Code of Regulations Section 15061(b)(3).

BE IT FURTHER RESOLVED that the City Council of the City of Visalia hereby makes the following specific findings regarding Ordinance No. 2026-03:

1. That the Ordinance is needed to ensure consistency is maintained and current administrative hearing procedures align with the City’s current practice.

2. That the project is exempt from further review under the California Environmental Quality Act (CEQA) Guidelines section 15061(b)(3) (common sense exemption).

NOW, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF VISALIA, has identified the need to amend the existing provisions to the Visalia Municipal Code Chapter 1.13 “Code Enforcement Procedures and Penalties” of the Visalia Municipal Code. The proposed amendments are to ensure consistency and match current practices related to the administrative process for correcting violations are hereby added and/or amended as contained in Attachment “A”, this Ordinance. 301
Severability. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance, or its application to any person or circumstances, is for any reason held to be invalid or unenforceable, such invalidity or unenforceability shall not affect the validity or enforceability of the remaining sections, subsections, subdivision, paragraphs, sentences, clauses or phrases of this Ordinance, or its application to any other person or circumstance. The City Council of the City of Visalia hereby declares that it would have adopted each section, subsection, subdivision, paragraph, sentence, clause or phrase hereof, irrespective of the fact that any one or more other sections, subsections, subdivisions, paragraphs, sentences, clauses or phrases hereof be declared invalid or unenforceable.

Construction. The City Council intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent.

Effective Date. This Ordinance shall take effect thirty days after its adoption.

Certification. The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law.

PASSED AND ADOPTED: BRETT TAYLOR, MAYOR
ATTEST: ___________________________

LESLIE CAVIGLIA, CITY CLERK APPROVED BY CITY ATTORNEY
___________________________

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 Ordinance 2026-03 passed and adopted by the Council of the City of Visalia at a regular meeting held on May 4, 2026 and certify a summary of this ordinance will be published in the Visalia Times Delta.

Dated: LESLIE CAVIGLIA, CITY CLERK
By Reyna Rivera, Chief Deputy City Clerk
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Ordinance No. 2026-03
Attachment “A”
Section 1. The Visalia Municipal Code shall be changed as follows.

Changes to City of Visalia Municipal Code, as specified by underline and italics for additions and strikeout for deletions.

Chapter 1.13

ADMINISTRATIVE CODE ENFORCEMENT PROCEDURES AND PENALTIES

1.13.010 Declaration and Purpose.

1.13.020 Adoption.

1.13.030 Definitions.

1.13.040 Judicial Review.

1.13.050 Administrative Enforcement Authority.

1.13.060 Commencement of Administrative Enforcement; Form of Order.

1.13.070 Service of Administrative Order.

1.13.080 Appeal of Administrative Order.

1.13.090 Administrative Order Appeal Hearing.

1.13.100 Form and Content of Appeal Hearing Decision.

1.13.110 Payment and Collection of the Administrative Penalty.

1.13.010 Declaration and Purpose
The purpose of this chapter relating to administrative code enforcement is to provide alternative remedies to address acts or omissions set forth in Section 1.13.050.

Violations may be corrected, abated or addressed in a number of ways. It is the intent of this section to provide the city with an administrative process for correcting violations, to penalize violators for failure to comply with city codes and ordinances, and to empower the city to abate violations that the responsible parties have failed to abate themselves. (Ord. 2006-15 § 2 (part), 2006; Ord. 9925 § 1 (part), 2000)

1.13.020 Adoption
The city council of the city of Visalia hereby finds and determines that enforcement of the Visalia Municipal Code, other ordinances adopted by the city, conditions on entitlements and terms of city agreements are matters of local concern and serve important public purposes. The city council further finds that there is a need for an alternative method of enforcement of violations of this code. The council further finds and declares that an appropriate method for enforcement for violations of the code is an administrative citation, civil penalty and abatement program. Consistent with its powers 303
as a charter city, the city of Visalia hereby adopts this administrative enforcement procedure provision in order to achieve the following goals:

A. To protect the public peace, health, safety and welfare of the communities in the city of Visalia;
B. To provide for an administrative process that has objective criteria for the imposition of penalties and abatement orders and provides for a fair process to appeal the imposition of administrative enforcement orders;
C. To provide a method to penalize responsible parties who fail or refuse to comply with provisions of the city code, ordinances, agreements, or conditions on entitlements in the city of Visalia;
D. To minimize the expense and delay where the sole remedy is to pursue responsible parties in the civil or criminal justice system. (Ord. 2006-15 § 2 (part), 2006; Ord. 9925 § 1 (part), 2000)

1.13.030 Definitions
As used in this chapter, the following terms are defined in this section:

Administrative abatement orders. “Administrative abatement orders” shall refer to that portion of an administrative enforcement order that directs a responsible party to take various actions to abate a condition created in violation of the City's Municipal Code or ordinances.

Administrative citation. “Administrative citation” shall refer to a specific type of administrative order, specifically when a fine is being immediately issued due to a violation of the municipal code. An administrative order and administrative citation shall have the same meaning, and the terms may be used interchangeably.

Administrative enforcement order. “Administrative enforcement order” shall refer to the order issued by an enforcement officer determining that a violation of a municipal code section or other provision as set forth in 1.13.050 has occurred, and establishing the administrative penalty to be assessed, and setting forth the administrative abatement order, if any, to be imposed.

Administrative penalty guidelines. “Administrative penalty guidelines” are guidelines developed and maintained by each department of city which contain sample levels of penalties for violation of the City's Municipal Code or ordinances.

Appeal hearing officer. “Appeal hearing officer” means any person appointed by the city manager to preside over the administrative hearings provided for in this chapter.

Calendar day. “Calendar day” includes each and every consecutive day of the calendar.

City. “City” means the city of Visalia.

Code. “Code” shall mean the Visalia Municipal Code.

Enforcement officer. “Enforcement officer” means any city employee or agent of the city with the authority to enforce any provision of this code or any code adopted by the city.
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Final Administrative Enforcement Order. “Final Administrative Enforcement Order” shall refer to any administrative enforcement order that has become final either by virtue of the responsible party failing to request an appeal hearing within the time period provided, or by virtue of a decision by the appeal hearing officer to affirm the order.

Penalty. “Penalty” shall include, but not be limited to, “civil/administrative penalty” and shall mean the amount assessed for violation of this code pursuant to the administrative notice and order procedure.

Person. “Person” includes any person, firm, association, business entity, company, corporation, government entity, organization, partnership, joint venture, limited liability company, trust, or estate.

Responsible party. “Responsible party” means any of the following: (1) Any person that causes, maintains, permits, or is otherwise responsible for an act or omission that constitutes a violation under this chapter, if the person is a minor, then the parents or guardians of the minor shall be considered the responsible party; or (2) A person who has an ownership interest in real property upon which a violation exists; or (3) A person exercising possession or control of real property upon which a violation exits, including but not limited to a tenant, agent, employee, contractor, subcontractor, or other occupant.
shall refer to any natural person, the parent or legal guardian of any person under the age of eighteen (18) years, trust, estate, receiver, cooperative, partnership, corporation, association, business, joint venture, limited liability company, any government agency that is not statutorily exempt, or any other entity, who has done any act for which an administrative enforcement order may be imposed.

Violation. “Violation” means the failure to comply with any provision of the Visalia Municipal Code, ordinances adopted by the Visalia City Council, or violations of licenses, permits, entitlement, or approvals issued by the City of Visalia as stated in

1.13.050(A). Each day or any portion thereof, during which any violation continues, exists, or occurs shall be deemed a separate violation. Each distinct code section, ordinance, license, permit, entitlement, or approval violated shall give rise to a separate violation that may be cited.

Working days. “Working days” are days which are neither Saturday, Sunday, nor nationally observed holidays or days that City of Visalia offices are closed. (Ord. 2006- 15 § 2 (part), 2006; Ord. 9925 § 1 (part), 2000)

1.13.040 Judicial Review
All final administrative enforcement orders made pursuant to the procedures set forth in this chapter shall be subject to review only as provided in California Code of Civil Procedure Sections 1094.5 and 1094.6. Should any court of competent jurisdiction determine that the city must provide a judicial appeal to any final administrative order in a manner other than set forth in Sections 1094.5 and 1094.6, then it is the intent of the city council that the administrative enforcement process remain as provided herein and to provide that any appeal which is timely requested follow the procedures set forth in Government Code Section 53069.4. (Ord. 2006-15 § 2 (part), 2006; Ord. 9925 § 1 (part), 2000)
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1.13.050 Administrative Enforcement Authority
A. In addition to criminal sanctions, civil injunctions and other remedies set forth in this code, the city may impose administrative penalties, administrative abatement orders, or issue administrative citations, in a manner consistent with the procedures set forth in this Chapter for any of the following acts or omissions:

1. All violations of the Visalia Municipal Code;

2. All violations of the city charter and other codes or ordinances adopted by the city of Visalia;

3. All violations of uniform codes adopted by the city of Visalia;

4. Failing to comply with any order issued by a commission, board, hearing officer or examiner or other body appointed by the city council and authorized to issue orders, including but not limited to the planning commission and the historic preservation advisory committee;

5. Failing to comply with any condition imposed by any entitlement, permit, contract or environmental document issued or approved by the city of Visalia.

B. Alternative Remedy. Nothing in this chapter shall prevent the city from using one or more other remedies to address violations. When the violation upon which the administrative enforcement order is based pertains to building, plumbing, electrical, structural or zoning provisions, the responsible party shall be provided a reasonable period of time to correct the violation prior to imposition of the administrative penalty, except in those cases in which there is an immediate danger to health or safety, in which case the responsible party may be ordered to take immediate action or an administrative penalty may be immediately imposed. The city may also, in addition to the administrative penalties described below, seek recovery of all administrative costs incurred by city staff in the abatement of a violation.

C. Standard Administrative Penalty. Unless a specific administrative penalty is adopted by the City Council under an applicable municipal code provision, the amount of the administrative penalty to be imposed shall be:

1. One hundred dollars ($100.00) for a first violation;

2. Two hundred dollars ($200.00) for a second violation of the same ordinance provision within one year;

3. Five hundred dollars ($500.00) for each additional violation of the same ordinance within one year.

D. Alternative Administrative Penalty. In lieu of the standard administrative penalty schedule, the department head or his/her designee responsible for issuing an administrative penalty may establish an administrative penalty schedule providing for an administrative penalty in any amount not less than one hundred dollars ($100.00) nor more than twenty-five thousand dollars ($25,000.00) per violation. In determining the amount of the administrative penalty to be imposed, the department head shall consider factors including but not limited to:
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1. The seriousness of the violation;

2. The responsible party's efforts to correct the violation;

3. The injury/damage, if any, suffered by any member of the public;

4. Any instances in which the responsible party has been in violation of the same or similar code provisions in the previous three years;

5. The amount of city staff time which was expended investigating or addressing the violation;

6. The amount of administrative penalties which have been imposed in similar situations;

7. Necessity to mitigate the damage to the community that is caused by a particular violation; and

8. Any other factors which justice may require.

The alternative administrative penalty schedule developed by the Department Head shall be submitted to the City Council for approval by resolution at a regularly noticed meeting.

Payment of any penalty shall not excuse the failure to correct the violation(s), nor shall it bar further enforcement action by the city.

E. Additional Penalty Provided by Ordinance. In addition to the standard administrative penalty or alternative administrative penalty, an administrative enforcement order may include an order to pay an additional civil penalty where such additional civil penalty is provided for by ordinance, or where an ordinance authorizes or directs a court of law to impose such additional civil penalty, unless such additional civil penalty is provided for within the alternative administrative penalty schedule as may be adopted.

F. Establishment of Administrative Abatement Orders. An administrative enforcement order may direct a responsible party to abate a public nuisance, or any other acts or omissions enumerated in Subsection A, in accordance with any of the abatement methods set forth in the Municipal Code or in other local, state or federal law. If a responsible party fails to abate a condition as specified in the administrative enforcement order, after the order becomes final, the City may choose to abate the condition through any of the abatement methods set forth in the Municipal Code or in other local, state or federal law. Nothing contained in this Section shall be construed as limiting, prejudicing or adversely affecting the City's ability to concurrently or consecutively use any of those proceedings as the City deems applicable. (Ord. 2006- 15 § 2 (part), 2006)

1.13.060 Commencement of Administrative Enforcement Order; Form of Order A. Commencement of Administrative Enforcement. Where the city has determined that any responsible party has violated this code or other provisions as set forth in Section 1.13.050, any designated enforcement officer may commence an administrative proceeding to impose administrative penalties or administrative abatement orders by 307
issuing an administrative enforcement order, which may be in the form of an administrative citation.

B. Form of Notice of Administrative Enforcement Order. Upon determination that a violation has occurred, the enforcement officer shall prepare a notice of administrative enforcement order in a manner in conformance with the notice and order requirements that may be provided for in the sections of this code that establish the violation at issue.

Unless otherwise specified, the notice of administrative enforcement order shall contain, at a minimum:

1. The name and address of the responsible party in violation. If the administrative enforcement order results from events occurring on, or the status or condition of, property, the order shall also contain the address of the property;

2. A statement from the city official responsible for issuing the order of the acts or conditions which violate the city code or other provisions as set forth in Section 1.13.050 and the specific code or provisions which have been violated;

3. A description of the action required to correct the violations, if applicable;

4. A statement requiring the violator(s) to correct the violation(s) within a specific timeframe if applicable ten working days of issuance of the notice and order;

5. The amount of the administrative penalty the city imposes for the violation and a statement that the penalty begins to accrue immediately following receipt of notice of violation (either through separate prior notice of violation or through service of the administrative enforcement order), and will continue to accrue until the violation is corrected. The order may provide that each day of violation following notice of violation will be considered an additional violation for purposes of determining the applicable fine pursuant to Section 1.13.030;

6. A statement requiring the violator(s) to correct the violation(s) within a specific timeframe, if corrective action is being required as part of the administrative order; ten working days of issuance of the notice and order;

7. A statement that at the time the appeal is filed, an appeal fee is due and payable and a deposit of the penalty must be made, or evidence provided that a request for an advance deposit hardship waiver has been provided filed with the finance division;

8. A statement that the appeal be made in writing, and in compliance with the requirements of Section 1.13.080;

9. A statement that if the responsible party fails to request an appeal of the imposition of the administrative order within ten (10) working days and fails to pay the appeal fee and deposit or file a hardship waiver, the order imposing the penalty shall be final and immediately payable or enforceable;

10. A statement that any responsible party upon whom a final administrative enforcement order has been imposed may seek review of the order pursuant to California Code of Civil Procedure Sections 1094.5 1094. 5 and 1094.6. There are no appeals to city council. (Ord. 2012-15 § 3, 2012: Ord. 2006-15 § 2 (part), 2006) 308

1.13.070 Service of Administrative Enforcement Order
A. Persons Entitled to Service. The notice of administrative enforcement order shall be served upon the responsible party in violation. The failure of the city official issuing the order to serve any person required herein to be served shall not invalidate any proceedings hereunder as to any other persons duly served or relieve any such person from any duty or obligation imposed on him/her.

B. Lien/Notice. If the violation is the result of a condition existing on property in the city and the city proposes to impose a lien on the property, one copy of the notice of administrative enforcement order shall also be served on each of the following if known to the city official issuing the order or disclosed from official public records: (a) the holder of any mortgage or deed of trust or other lien or encumbrance of record; and (b) the owner or holder of any lease of record. The failure of the city official issuing the order to serve any person required herein to be served shall not invalidate any proceedings hereunder as to any other persons duly served or relieve any such person from any duty or obligation imposed on him/her.

C. Method of Service. Service of an administrative enforcement order shall be effective if any one of the service methods provided for in this Subsection C is satisfied.

Provided this section is satisfied, the failure of any person to actually receive the notice of administrative enforcement order shall not affect the validity of any proceedings taken under this Chapter. Service by certified mail in the manner herein provided shall be effective on the date of mailing.

1. Personal Service or Certified Mail. Service of an administrative enforcement order may be made upon all persons entitled thereto either by personal delivery or by certified mail, return receipt requested. Service by mail on any owner in violation is deemed complete five (5) working days from the date it is mailed by the city to the address listed by the owner on the latest equalized assessment roll of Tulare County, or as known to the city official issuing the order.

2. Service In Property-Related Offense Cases. In the case of a violation resulting from an event occurring on, or a condition existing on, property, service may be accomplished either by personal service as provided in subsection 1 above, or by either of the following alternative methods:
(i) By posting the property with the administrative enforcement order and mailing a copy of the order to the responsible party in violation, by first-class mail at the address of the property on which the violation has occurred or is occurring; or (ii) Where the responsible party has a property manager or rental agency overseeing the premises, by personally serving the notice upon the property manager or rental agency in the manner set forth in subsection 1 above.

3. Substituted Service. In the event that service cannot be effected pursuant to subparagraphs 1 or 2 above, service may be made by substituted service. Substituted service may be accomplished as follows:
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(i) By leaving a copy during usual business hours in the recipient's business with the person who is apparently in charge, and by thereafter mailing by first-class mail a copy to the recipient at the address where the copy was left; or (ii) By leaving a copy at the recipient's dwelling or usual place of abode, in the presence of a competent member of the household, and thereafter mailing by first-class mail a copy to the recipient at the address where the copy was left.

4. Service on Parties Residing Out of State. If the responsible party resides or has his/her/its business address out of state then service may be made by certified mail, return receipt requested. If the responsible party resides where certified mail service is not available, then service may be made by first class mail. Service by mail on parties residing out of state is deemed complete ten (10) working days from the date it is mailed by the city to the address listed by the owner on the latest equalized assessment roll of Tulare County, or as known to the city official issuing the order. mail, then service may be made by first-class mail.

5. Service by Publication. If the responsible party in violation or other person entitled to service cannot be located or service cannot be effected as otherwise set forth in this section, service may be made by publication in a Visalia newspaper of general circulation which is most likely to give actual notice to the owner. Service shall be deemed sufficient when it is accomplished pursuant to Government Code Section 6063, i.e. once a week for three successive weeks in a newspaper regularly published once a week or oftener, with at least five calendar days intervening between the respective publication dates not counting such publication dates. (Ord. 2006-15 § 2 (part), 2006)

1.13.080 Appeal of Administrative Enforcement Order
A. Request for Appeal. Any responsible party against whom an administrative enforcement order has been imposed may appeal the imposition of the order by filing a written notice of request for appeal by the methods set forth in the administrative enforcement order within ten (10) calendar working days of service of the notice of administrative enforcement order. If no request for appeal is filed with the office of community development within ten (10) calendar working days of service, appeal rights shall be deemed waived and the administrative enforcement order shall become final.

The written appeal request shall contain:

1. A brief statement setting forth the interest the appealing party has in the matter relating to the imposition of the penalty;

2. A brief statement, in ordinary and concise language, of the material facts which the appellant claims support his/her/its contention that no administrative penalty should be imposed or that an administrative penalty of a different amount is warranted; and

3. An address at which the appellant agrees notice of any additional proceeding or an order relating to the imposition of the administrative penalty may be received by first class mail.

B. Payment of Appeal Fee. Any responsible party seeking to appeal the imposition of an administrative penalty shall be required to pay to the city clerk or designee, at the time the appeal is requested, a non-refundable appeal fee. The amount of the appeal fee may be increased or decreased by resolution of the City Council. Absent such 310
resolution, the appeal fee shall be $100. The appeal fee is intended to cover the costs, expenses and city employees' time incurred by the city in processing, preparation for, and hearing of the appeal. No appeal request is valid unless accompanied by the appeal fee, unless otherwise waived pursuant to subsection D. below. In the event an the deposit of the appeal fee is waived and the administrative enforcement order is upheld, the appeal fee shall be added to the penalty due. In the event the appeal fee is paid and the administrative enforcement order is not upheld, the appeal fee shall be returned together with any fines that have been deposited in advance paid.

C. Advance Deposit of Fine. Any responsible party seeking to appeal the imposition of an administrative penalty shall be required to pay the city clerk or designee, at the time the appeal is lodged, a deposit of the fine assessed in the administrative penalty notice and order. If the responsible party is unable to make the required deposit, the responsible party shall provide evidence that a request for an advance deposit hardship waiver has been filed pursuant to subsection D. below.

D. Advance Deposit Hardship Waiver. Any responsible party who is financially unable to pay the appeal fee or make the advance deposit of the full amount of the fine as required in subsections B. and C. above, and who intends to appeal the administrative enforcement order, may file a request for an advance deposit hardship waiver to waive all or part of the advance deposit and of the appeal fee. A request for advance deposit hardship waiver request must be filed with the city clerk or designee on an advance deposit hardship waiver application form available from the city clerk within ten working days of the date of the administrative penalty notice and order and must include a sworn declaration and any other supporting documents or materials showing the responsible party's actual financial inability to deposit the full amount of the fine appeal fee in advance of the hearing. The responsible party bears the burden of demonstrating to the satisfaction of the city clerk or designee the responsible party's actual inability to deposit the full amount of the fine in advance of the hearing the hearing fee. If the city clerk or designee determines not to issue an advance deposit hardship waiver, the responsible party shall remit the advance deposit of the advance deposit amount and the appeal fee to the city within ten working days. Failure to timely remit the advance deposit and appeal fee shall terminate the request for an appeal and the amount of the fine shall become immediately due and payable. The requirement of depositing the full amount of the fine and the appeal fee as required by Section

1.13.062(C) shall be stayed while the city clerk or his or her designee makes a determination whether to issue the advance deposit hardship waiver. (Ord. 2006-15 § 2 (part), 2006)

1.13.090 Administrative Enforcement Order Appeal Hearing A. Hearing Officer. All administrative appeals of an administrative enforcement order shall be heard by a hearing officer appointed by the city manager or his or her designee to hear administrative appeals. The hearing officer shall not be a city employee. Any claim that a hearing officer is biased shall be raised to the city manager, or their designee, and it shall be determined by the city manager, or their designee, whether a different hearing officer should be appointed.
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B. Setting Administrative Enforcement Order Appeal Hearing. The administrative enforcement order appeal hearing shall be set by the city clerk or designee, and notice of the appeal hearing shall be sent to the appellant by first class mail at the address provided with the written appeal request. The administrative penalty hearing shall be set for an appeal hearing no sooner than twenty (20) working days following a request for an appeal hearing. Notice of the appeal hearing shall be mailed at least fifteen (15) working days before the date set for the hearing. The hearing date shall be scheduled and notice of the hearing date shall be provided within sixty days from the date the request for an appeal is received, unless the enforcement officer determines that good cause exists for an extension of time, then the hearing date may be set for more than sixty days from the date that the request for an appeal is received.

C. Failure to Attend Hearing. Failure of the person seeking the appeal, also referred to as the appellant, to attend the scheduled administrative enforcement order appeal hearing shall constitute a waiver of rights to an administrative hearing and adjudication of the notice and order or any portion thereof, alternatively the hearing officer may proceed to hear the matter based on the written statements received from the responsible party and testimony or written statements received from the city.

D. Rules Applicable to Conduct of the Administrative Enforcement Order Appeal Hearing. The following rules shall govern the conduct of the administrative enforcement order appeal hearing.

1. Testimony at the Hearing. At the time set for the administrative enforcement order appeal hearing the hearing officer shall proceed to hear testimony from the representative of the city, the appellant and any other competent persons with respect to imposition of an administrative penalty.

2. Record of Oral Evidence at Hearing. The proceedings at the hearing shall be reported by a tape recorder recorded by a digital device or tape recorder. Either party may provide a certified shorthand reporter to maintain a record of the proceedings at the requesting party's own expense.

3. Continuances. The hearing officer may, Upon request of the responsible party against whom a penalty is to be imposed, or upon request of the city, grant the hearing date may be continued continuance from time to time for good cause shown, or upon his/her own motion no more than twice, if a request is submitted at least twenty four hours to the city clerk, or designee, prior to the hearing. The hearing officer, in their sole discretion, may grant additional continuances if the hearing officer determines the request to further continue the hearing is based on good cause.

4. Oaths -- Certification. The hearing officer or certified shorthand reporter shall administer the oath or affirmation. There shall be an oath or affirmation signed by everyone providing testimony at the administrative penalty hearing.

5. Evidence Rules. The hearing is intended to be informal in nature. Formal rules of evidence and discovery do not apply. Any relevant evidence shall be admitted if it is the sort of evidence on which responsible persons rely on in the conduct of serious affairs, regardless of the existence of any common law or statutory rule which might make improper the admission of the evidence over objection in civil actions. Hearsay evidence 312
may be used for the purpose of supplementing or explaining other evidence but shall not be sufficient in itself to support a finding unless it would be admissible over objection in civil actions. Government Code Section 11513, subsections (a), (b) and (c), as it exists on the effective date of the ordinance adopting these provisions, or as hereafter amended, shall apply to all administrative penalty hearings.

6. Rights of Parties. Parties may represent themselves, or be represented by an attorney licensed to practice in the State of California. A party may be represented by a non-attorney representative so long as the party executes a notarized consent to said representation, and submits same to the City prior to the administrative hearing. If a party does not proficiently speak or understand the English language, he/she may provide an interpreter, at that party's own cost, to translate for the party. An interpreter shall not have had any personal involvement in the issues of the case prior to the hearing. The City may be represented by the City Attorney.

7. Official Notice. In reaching a decision, official notice may be taken, either before or after submission of the case for decision, of any fact which may be judicially noticed by the courts of this state or which may appear in any of the official records of the city or county, or any of their departments. Copies of the reports and records of any governmental agency, division, or bureau will be accepted as evidence in lieu of the original.

8. Subpoenas. The hearing officer shall have the authority to issue subpoenas for orders to appear and produce testimony or subpoenas duces tecum for orders to produce documents, or shall issue a subpoena upon a showing of reasonable necessity by the requesting party, in accordance with the requirements and conditions of Article 11 of Chapter 4.5 of Part of Division 3 of the California Government Code. Failure to comply with any subpoena may be considered by the hearing officer in making his/her decision regarding the imposition of administrative penalties.

9. Inspection of Premises. In the case of a violation related to property in the city, the hearing officer may inspect the building and premises involved in the hearing prior to, during, or after the hearing, provided that:
(i) Notice of such inspection shall be given to the parties before the inspection is made; and
(ii) The parties consent, and are given an opportunity to be present during the inspection. Upon completion of an inspection, the hearing officer shall state for the record during the hearing, or file a written statement after the hearing for inclusion in the hearing record, the material facts observed and the conclusion drawn therefrom. Each party shall have a right to rebut or explain the matters so stated by the hearing officer either for the record during the hearing or by filing a written statement after the hearing for inclusion in the hearing record. Inspections may be made without notice to the responsible parties if the property can be inspected from areas to which the general public has access.

10. Standard of Proof. The standard of proof to be used by the hearing officer in deciding the issues at an administrative penalty hearing is by a preponderance of the evidence.
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(Ord. 2006-15 § 2 (part), 2006)

1.13.100 Form and Content of Appeal Hearing Decision
A. Factors in Hearing Officer's Decision. The hearing officer may affirm the administrative enforcement order imposed by the city, reduce the penalty, amend the abatement order, or find that the imposition of the penalty or abatement order is not warranted or is not in the interest of justice and vacate the order. In making his/her decision regarding the administrative enforcement order, the hearing officer shall consider evidence presented by all witnesses, the seriousness of the violation, the responsible party's efforts to correct the violation, the injury or damage, if any, suffered by any member of the public, any instances in which the responsible party has been in violation of the same or similar code provisions in the previous three years, and the amount of city staff time which was expended investigating and addressing the violation.

B. Format for Hearing Officer's Decision. A statement of decision of the administrative enforcement order appeal hearing officer shall be issued within thirty (30) calendar days of the hearing. The statement of decision shall be in writing, and shall contain a statement of the determination as to whether the administrative enforcement order is affirmed, amended or vacated, and the findings of fact supporting the determination. In addition, if the determination is to uphold or amend the administrative enforcement order, the statement decision must contain the following items:

1. A statement indicating the administrative enforcement order is now a final administrative enforcement order and that any appeal of the hearing officer's decision must be filed with a court of competent jurisdiction pursuant to California Code of Civil Procedure Sections 1094.5 and 1094.6.

2. If an advance deposit hardship waiver has been granted pursuant to VMC

1.13.080 062(D), then a statement in the decision shall be included advising the responsible party that if the administrative penalty and appeal fee are not paid within the time specified, they shall be made a personal obligation of the owner, may be made a lien against the property owned by the responsible party against whom the penalty was imposed, and may be collected by special assessment.

3. In the case of an administrative abatement order, a statement that if the action identified is not taken within the time indicated, the City may perform the abatement itself, and the costs of the City's abatement shall be added to the penalty.

C. Service of the Hearing Officer's Decision. Upon issuance of the decision, the city shall serve a copy on the appellant by first class mail to the address provided by appellant in the written notice of appeal. The hearing officer's decision shall be deemed served two calendar days after the date it is mailed to the address provided by the appellant.

D. Appeal of the Hearing Officer's Decision. Any administrative penalty imposed against a responsible party pursuant to this chapter must be appealed in the manner and within the time provided in California Code of Civil Procedure Sections 1094.5 and 1094.6.
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E. Payment. Any responsible party against whom an administrative penalty has been imposed who was granted an Advance Deposit Hardship Waiver pursuant to Section 1.13.060(D)(4) shall pay the administrative penalty and appeal fee if an advance deposit hardship waiver was granted to delay the appeal fee requirement to the city within twenty-five (25) thirty (30) calendar days of a final order or decision of the hearing officer. Any deposit made by responsible party pursuant to Section

1.13.060(D)(3) shall be applied toward the payment of the administrative penalty imposed by the hearing officer. Any deposit in excess of the amount imposed by the hearing officer shall be refunded to responsible party within a reasonable time. (Ord. 2006-15 § 2 (part), 2006)

1.13.100 Payment and Collection of the Administrative Penalty A. The city may take the actions set forth in this section to collect any unpaid penalty.

The failure of any person to pay any penalty assessed by administrative order within the time specified on the administrative order shall result in the assessment of an additional late fee to be charged. The amount of the late fee shall be ten percent of the total amount of the civil penalty due and owing. An administrative penalty shall may accrue interest at the same annual rate as any civil judgment. Interest shall accrue commencing on the 26th day following service of the hearing officer's decision.

B. Civil Action. The City may commence a civil action or small claims court action to collect the administrative penalty, and in such event, the city shall be entitled to recover reasonable attorney's fees and all costs associated with collection of the penalty. Costs include, but are not limited to, staff time incurred in the collection of the penalty and those set forth in Code of Civil Procedure Section 1033.5.

C. Lien. The amount of the unpaid administrative penalty, plus late charge, plus interest, plus any other costs as provided in this chapter, may be declared a lien on any real property owned by the responsible party within the city of Visalia against whom an administrative penalty has been imposed. Notice shall be given to the responsible party prior to the recordation of the lien, and shall be served in the same manner as a summons in a civil action pursuant to Article 3 (commencing with Section 415.10) of Chapter 4 of Title 5 of Part 2 of the Code of Civil Procedure. The lien shall attach when the city manager or his/her designee records a lien listing delinquent unpaid administrative penalties with the Tulare County Recorder's Office. The lien shall specify the amount of the lien, the date of the code violation(s), the date of the final administrative decision, the street address, legal description, and assessor's parcel number of the parcel on which the lien is imposed, and the name and address of the record owner of the parcel In the event that the lien is discharged, released, or satisfied, either through payment or foreclosure, notice of the discharge containing the information specified in this section shall be recorded by the city clerk or designee.

D. Special Assessment. The amount of the unpaid administrative penalty, plus late charges, plus interest, plus any other costs as provided in this chapter, may be declared a special assessment against any real property owned by the responsible party within the city of Visalia against whom an administrative penalty has been imposed. The city council may impose the special assessment on more than one parcel. However, the amount of the assessment shall not exceed the penalty imposed for the administrative 315
violation. The city manager or his/her designee may present a resolution to the city council to declare a special assessment, and upon passage and adoption thereof shall cause a certified copy thereof to be recorded with the Tulare County recorder's office.

The assessment may then be collected at the same time and in the same manner as ordinary municipal taxes are collected, and shall be subject to the same penalties and the same procedure and sale in case of delinquency as provided for ordinary municipal taxes or, after recording, the lien may be foreclosed by judicial or other sale in the manner and means provided by law.

E. Withholding Future Entitlements. The city may withhold issuance of licenses, permits and other future entitlements to a responsible party or any project, property, or application of any kind whenever any administrative penalty, including but not limited to cost recovery charges for abatement of a nuisance, and fines, remains unpaid.

F. Other Enforcement Procedures. The city may take such other actions as are allowed for enforcement of a civil judgment as provided for pursuant to the enforcement of judgment law, Sections 680.010, et. seq. of the California Code of Civil Procedure. 316
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0780 Agenda Date: 5/4/2026 Agenda #: 8.

Agenda Item Wording:

Approve Amended Resolution No. 2026-14 - Approve amended Resolution No. 2026-14 revising the grant term from January 30, 2029, to September 30, 2029, as authorized by the Board of State and Community Corrections Board of the California Violence Intervention and Prevention.

Agenda Date: 05/04/2026
Prepared by: Jason Glick Parks & Recreation Director [email protected] (559)713-4042.

Department Recommendation: Approve Amended Resolution No. 2026-14 revising the grant term end date from January 30, 2029, to September 30, 2029, as authorized by the Board of State and Community Corrections under the California Violence Intervention and Prevention program.

Summary:

On March 16, 2026, the City Council approved Resolution 2026-14, authorizing acceptance of a $2,000,000 subaward from the Board of State and Community Corrections (BSCC) under the California Violence Intervention and Prevention (Cal VIP) program.

On April 16, 2026, city staff was notified by Cal VIP of its intent to extend the grant term from January 30, 2029, to September 30, 2029. Cal VIP has requested that the City adopt an updated resolution to reflect this revised end date.

Background Discussion:

On July 21, 2025, the City Council authorized submission of an application for the California Violence Intervention and Prevention (Cal VIP) Grant.

On February 12, 2026, the City was notified that its Cal VIP Cohort 5 proposal was recommended for funding in the full award amount of $2,000,000 over three years. Approval of Resolution No. 2026-14 will authorize acceptance of the grant award and implementation of the program in partnership with Community Services Employment Training (CSET), which will serve as grant administrator.

The Cal VIP grant program, initially known as Cal GRIP (California Gang Reduction, Intervention & Prevention), was established in 2017 to fund community-based violence reduction initiatives. The program aims to support evidence-based strategies to reduce gun violence in communities disproportionately affected by violence. The State allocated $103 million for this funding cycle (Cohort 5).

The purpose of the grant is to disrupt cycles of violence and retaliatory actions in order to lower the rates of homicides, shootings, and aggravated assaults in affected communities.

The proposed program will focus on youth and families affected by violence, including those experiencing geographic or economic barriers. Grant funds will support participation in recreation Visalia City Council Page 1 of 3 Printed on 4/30/2026
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programs, enrichment activities, and family-centered events designed to strengthen family connections, expand positive opportunities for children and teens, and promote long-term community stability.

Staff are proactively engaging with at-risk youth and their families to prevent gun violence through a combination of structured activities and educational initiatives. The police department may refer atrisk or violence-affected youth to CSET for supportive and intervention services and can also connect resources provided through this grant with at-risk youth participating in the police department’s Police Activities League (PAL).

Looking ahead, staff anticipate valuable opportunities for local organizations to join this effort by offering complimentary programs. Together, the city and its partners aim to build a comprehensive, community-driven response that supports and uplifts children and families most affected by violence.

This collective effort seeks to create a meaningful lasting change through coordinated services, target programming, and strong local partners.

Fiscal Impact including annual maintenance and operating costs: The total grant award is $2,000,000 over a three-year period. Annual staff costs associated with program administration and oversight, which will be reimbursed through the grant, are estimated at approximately $95,000 per year.

Prior Council Action: On March 16, 2025, City Council approved Resolution 2026-14 acceptance of a $2,000,000 subaward from the Board of State and Community Corrections (BSCC) under the California Violence Intervention and Prevention (Cal VIP) program.

Alternatives: Not accept the grant award
Recommended Motion (and Alternative Motions if expected):

I move to approve amended Resolution 2026-14, revising the grant term end date from January 30, 2029, to September 30, 2029, as authorized by the Board of State and Community Corrections under the California Violence Intervention and Prevention program.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 05/04/2026
Attachments: Amended Resolution 2026-14
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AMENDED RESOLUTION NO. 2026-14

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA

AUTHORIZING THE CITY OF VISALIA TO ACCEPT AN AWARD FROM THE

BOARD OF STATE AND COMMUNITY CORRECTIONS (BSCC) BOARD OF

THE CALIFORNIA VIOLENCE INTERVENTION AND PREVENTION CAL VIP

CAL VIP GRANT PROGRAM
WHEREAS, The City of Visalia desires to accept an award from the Board of State and Community Corrections (BSCC) Board of the California Violence Intervention and Prevention (Cal VIP) in the amount of $2,000,000. The City of Visalia will utilize the funds to support youth and families affected by violence, including those experiencing geographic or economic challenges; and
WHEREAS, the City of Visalia was awarded grant funding and determined to allocate some of the funding to support recreation programs; and WHEREAS, the City of Visalia received a notification of a Subrecipient from the Board of State and Community Corrections (BSCC) Board of the California Violence Intervention and Prevention (Cal VIP) for a total of $2,000,000; WHEREAS, the Grant performance period is April 1, 2026 to September 30, 2029; WHEREAS, that grant funds received hereunder shall not be used to supplant expenditures controlled by this body;
WHEREAS, there are no cost sharing or match requirements for the Program; NOW, THEREFORE, BE IT RESOLVED that the Visalia City Council has reviewed and hereby accepts the award Agreement Regarding the Board of State and Community Corrections (BSCC) Board of the California Violence Intervention and Prevention (Cal VIP) Grant Programs Funding for Visalia Parks and Recreation Programs and additional local organizations to deliver complementary services,
BE IT FURTHER RESOLVED, that the City Manager for the City of Visalia is authorized to execute on behalf of the Council of the City of Visalia the Award Agreement, including any extensions or amendments thereof and any subsequent contract with the State in relation to these grant funds.

BE IT FURTHER RESOLVED, the City of Visalia hereby agrees to review, adhere to, and comply with all County, State and Federal Grant award requirements. 320
PASSED AND ADOPTED: May 4, 2026, 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 2026-14 passed and adopted by the Council of the City of Visalia at a regular meeting held on May 4, 2026.

Dated: 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 #: 25-0785 Agenda Date: 5/4/2026 Agenda #: 9.

Agenda Item Wording:

Ordinance Adoption of Airport Lease Agreement - Second reading and adoption of Ordinance No. 2026-02 authorizing the City Manager to execute an airport lease agreement between the City of Visalia and the United States of America Department of Transportation Federal Aviation Administration.

Deadline for Action: None
Submitting Department: Administration
Contact Name and Phone Number: Jody Miller, Airport Manager, 713-4282, [email protected]; John Lollis, Assistant City Manager, 713-4323, [email protected] Department Recommendation:

Staff recommends that the City Council conduct the second reading and adoption of Ordinance No. 2026-02 authorizing the City Manager to execute an airport lease agreement with the United States of America Department of Transportation Federal Aviation Administration in its current location at the Visalia Municipal Airport Business Terminal for antenna and equipment space for a term of ten (10) years at the lease rent rate of seven hundred and twenty dollars ($720.00) monthly for a period of ten (10) years starting May 1, 2026 and continuing through September 30, 2036.

Summary:

At its meeting on April 20, 2026, the City Council conducted a public hearing to consider a draft airport lease agreement with the United States of America Department of Transportation Federal Aviation Administration at its current location at the Visalia Municipal Airport Business Terminal for antenna and equipment space for a term of ten (10) years at the lease rent rate of seven hundred and twenty dollars ($720.00) monthly for a period of ten (10) years starting May 1, 2026 and continuing through September 30, 2036.

No persons spoke in opposition at the Council meeting and Council voted (4-0) to conduct the First Reading of Ordinance No. 2026-02 for the airport lease agreement.

The second reading of the Ordinance is the final action the Council takes in order for the airport lease agreement to take effect. Following the second reading and Council adoption, the Ordinance will go into effect thirty (30) days following adoption of the second reading.

Background Discussion:

The City of Visalia and the United States of America Department of Transportation Federal Aviation Administration (FAA) first signed a lease agreement in 1996 for antenna and equipment space supporting the Automated Weather Observation System (AWOS). The most recent lease, No.

DTFAWN-12-L-0005, was executed on October 1, 2011, and expired on September 30, 2015. Since Visalia City Council Page 1 of 3 Printed on 4/30/2026
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DTFAWN-12-L-0005, was executed on October 1, 2011, and expired on September 30, 2015. Since then, both parties have continued operating under a year-to-year arrangement and now seek to enter into a new lease agreement for the continued use of the property and existing facilities.

The “AWOS” is a crucial element to safe and efficient airfield operations and the equipment held in this space as well as the accompanying antenna are what powers the entire system.

Staff recommends the adoption of the new lease in lieu of exploring alternative tenants as the “FAA” and the equipment in the space allow the use of the navigational aide systems at the airport ensuring safe flight operations even in inclement weather. These systems are essential to the continued attraction of private jet, charter, and air cargo traffic to the airfield.

Fiscal Impact:

The Airport would receive eight thousand six hundred and forty dollars ($8,640.00) annually in the form of monthly payments of seven hundred and twenty dollars ($720.00) throughout the term of the lease. There are no annual Consumer Price Index (CPI) increases throughout the lease as the FAA does not allow increases for equipment and antenna space rentals.

Prior Council Action:

April 20th 2026: Council authorized the introduction and first reading of Ordinance No. 2026-02, which proposed authorization for the City Manager to execute an airport lease agreement between the City of Visalia and the United States of America Department of Transportation Federal Aviation Administration for their “AWOS” equipment and antenna space.

September 2011: Council authorized an Airport Lease Agreement between the City and the FAA for Antenna and Equipment Space used for the airfield “AWOS” system Alternatives:

City Council could decline authorization of the lease and direct staff to further negotiate the proposed lease.

Recommended Motion (and Alternative Motions if expected):

I move to approve the second reading and adoption of Ordinance No. 2026-02 and authorize the City Manager to execute an airport lease agreement between the City of Visalia and The United States of America Department of Transportation Federal Aviation Administration for the specified terms and rent rate.

Environmental Assessment Status: N/A
CEQA Review: N/A
Attachments:

1. Draft Ordinance No. 2026-02

2. Draft Airport Lease Agreement

3. Airport Lease Agreement - October 1, 2011
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File #: 25-0785 Agenda Date: 5/4/2026 Agenda #: 9.

Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☒
Economic Vitality
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Organizational
Excellence
☐
Fiscal Strength
☒
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☐
Quality of Life
Visalia City Council Page 3 of 3 Printed on 4/30/2026
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ORDINANCE NO. 2026-02

AN ORDINANCE OF THE CITY COUNCIL OF

THE CITY OF VISALIA

AUTHORIZING THE LEASE OF CERTAIN REAL PROPERTY

TO THE UNITED STATES OF AMERICA
WHEREAS, the City of Visalia owns certain real property generally located at 9501 W airport Dr, Visalia Ca 93277, otherwise known as the “Business Terminal”; and WHEREAS, the United States of America, Department of Transportation, Federal Aviation Administration has utilized said real property for the purpose of housing equipment crucial to the operation of the “AWOS” or Automated Weather Observation System which is a key component of safe and efficient air traffic at Visalia Municipal Airport since 1996; and,
WHEREAS, said FAA “AWOS” antenna and equipment is of benefit to, and necessary for the continued operation of the Visalia Municipal Airport; and, WHEREAS, the original lease agreement between the City of Visalia and the United States of America terminated on September 30th 2015 and has existed on a year-toyear basis since, and the parties wish to enter into a new lease agreement for the continued use of the property and existing facilities; and, WHEREAS, the subject real property is described as follows:
800 square feet of space at the Business Terminal located at 9501 W. Airport Drive, Visalia, California 93277.

Now therefore be it ordained by the Council of the City of Visalia, Section 1. The City Manager of the City of Visalia is hereby authorized to execute on behalf of the City of Visalia, that certain Lease Agreement by and between the City of Visalia as Lessor and the United States of America, as Lessee, Lease No. 690EG4-25- L-00106.

Section 2. This ordinance shall go into effect thirty (30) days after its passage. 325
PASSED AND ADOPTED: BRETT TAYLOR, MAYOR
ATTEST: ___________________________

LESLIE CAVIGLIA, CITY CLERK APPROVED BY CITY ATTORNEY
___________________________

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 Ordinance 2026-02 passed and adopted by the Council of the City of Visalia at a regular meeting held on _____________, 2026 and certify a summary of this ordinance will be published in the Visalia Times Delta.

Dated: 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 #: 25-0777 Agenda Date: 5/4/2026 Agenda #: 1.

Agenda Item Wording:

Inclusive Park Project - Review and approve the new proposed site location (McAuliff and Millcreek Parkway) for the Inclusive Park Project and approve contract amendment No. 2 in the amount of $405,500.63 to Westwood Professional Services for the change and update in design scope.

Prepared by:

Cody McLaughlin, Associate Engineer, [email protected], (559) 713-4595 Dolores Verduzco, Financial Analyst, [email protected], (559) 713-4540 Rebecca Keenan, Senior Civil Engineer, [email protected], (559) 713-4541 Chris Crawford, City Engineer, [email protected], (559) 713-4331 Jason Huckleberry, Director of Engineering & Building, [email protected], (559) 713- 4495
Department Recommendation:

Staff recommends that the City Council:

1. Authorize staff to move forward with design and construction of the project at the alternative project site located at the northwest corner McAuliff Street and Millcreek Parkway; and

2. Approve contract amendment No. 2 for the change in design scope in the amount of $405,500.63.

Summary:

The Inclusive Park Project is a grant funded project that will design and construct the City of Visalia’s first fully inclusive park. The city was awarded grant funding from the state Department of Parks and Recreation through Proposition 68. The design contract was awarded to a design consultant and the project design was underway. Due to unforeseen conditions and obstacles, the project must be moved to an alternative project site. Staff is requesting authorization to move forward with design and construction of the project at the alternative project site located at the northwest corner of McAuliff Street and Millcreek Parkway. Additionally, staff is requesting the approval of contract amendment No. 2 in the amount of $446,286.63 for the change and update in project design scope. If council approves this alternate location, staff expects the design to be completed by the end of 2026, project to be bid in February/March 2027, construction to start in May of 2027, and a construction completion date estimated for early 2028.

Background Discussion:

In early 2021, the California Natural Resources Agency released the final guide and application for the Proposition 68 Statewide Park Development and Community Revitalization Grant Program. The purpose of this grant is to create new parks and recreation opportunities in underserved communities across California. The City submitted the Proposition 68 grant proposal for a new inclusive park project planned to be located on Oak Street between Burke Street and the Imagine U children’s museum facility. In Spring of 2022, the City of Visalia was selected as a grant awardee and awarded Visalia City Council Page 1 of 7 Printed on 5/1/2026
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museum facility. In Spring of 2022, the City of Visalia was selected as a grant awardee and awarded $7,829,352 for the new Inclusive Park project.

In the Fall of 2022 city staff proceeded through the consultant procurement process and awarded professional consulting services to Odell Engineering. Beginning in 2023, City staff began preliminary engineering and coordination efforts with the consultant. During the grant application process outreach efforts were performed, however given Covid impacts at the time, city staff felt there were obstacles that may have impacted outreach efforts. In turn, city staff determined there was a high importance to reconnect with the community on the project through additional public outreach while preliminary engineering efforts were under way. The additional public outreach was driven by city staff reviewing the grant required project scope and amenities and ensuring the right product was to be delivered to the users and the community. In coordination with the grant agency, city staff was informed that in order for the City to request changes or substitutions to the approved grant scope and amenities, the request needed to be supported either by: organized community outreach and feedback; design engineering and feasibility reasons; or cost engineering reasons. City staff organized and heavily marketed a public outreach meeting that was held at Imagine U Children’s Museum. In addition, staff had the opportunity to present and engage with community members and future park users at Able Industries within their facility. City staff also presented an updated concept layout to the City Parks and Recreation Commission and City Council which authorized staff to move forward with the updated conceptual layout and design scope.

City staff moved forward with the consultant, progressing through the design phase and preparing a bid package for construction. This project was being coordinated in conjunction with another city project, the “Oak Avenue Extension” project. The Oak Avenue Extension would build a one-way road south of the railroad tracks between Tipton Avenue and Burke Street. The Oak Avenue Extension project was intended to provide access to the Inclusive Park. Unfortunately, during the design phase and numerous meetings with railroad agencies, obstacles emerged that have resulted in the need to relocate the park project to an alternative site. Some of these obstacles include land use restrictions, design approvals, and conditional requirements that would significantly impact the Inclusive Park project, schedule, design components, and project budget beyond reasonable recovery.

City staff completed due diligence and research of possible parks sites that might provide an opportunity to the area, provide foundational design components to service the project, and satisfy grant agency requirements as an area of need. Ultimately the site that satisfied all parameters was determined to be a city owned 4.8-acre parcel located at the northwest corner of McAuliff Street and Mill Creek Parkway. Staff held a preliminary meeting with the grant agency representative and the representative communicated that this park location would be acceptable and a site change would be allowed through a request process. In addition, a Phase 1 and Phase 2 environmental site assessment has been performed and have not identified any significant concerns. If this new park location is approved by council, staff will coordinate with the grant agency to complete the necessary change of scope paperwork.

An outreach meeting was held on April 15th 2026 at Valley Oak Middle School, with 900 mailers sent out to the nearby neighborhood. 14 residents attended the meeting. The presentation focused on the new project site for consideration and the type of function and use of the future inclusive park. This outreach opportunity generated a variety of public opinions and comments ranging from some attendees expressing interest and excitement for the new inclusive park and other attendees expressing concerns about the project’s possible impacts to the area. Attendees expressed overwhelming frustration with the existing transient problem within the area around their homes. This Visalia City Council Page 2 of 7 Printed on 5/1/2026
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overwhelming frustration with the existing transient problem within the area around their homes. This issue seems to be occurring along Mill Creek, in the vacant city owned parcel south of the proposed location of the proposed park, and in Mill Creek Park just west of this location. They are also having issues with the transients rummaging in trash cans in the neighborhood. These frustrations seemed to drive a lot of the negative comments related to the park and concerns that the park would bring the transient population closer to their neighborhood. Listed below is a summary of several of the more significant concerns and the alternatives staff plans to investigate during the design phase of the park:

1. Concerns with transients utilizing the park and the bathrooms: City staff response is that this is going to be an enclosed park with a 6’ tall fence and it will only be open during specified hours.

City staff will be opening and closing gates in the morning and in the evening so there will be a City presence that can report any issues to the appropriate departments. In addition City staff intends to explore design options for the bathroom equipment that would prioritize heavy duty commercial quality as an effort to prevent vandalization.

2. Park hours concern: The attendees’ opinion is that negative behavior in the area is most likely to occur after dark and requested that the park only be open during daylight hours. Staff will do more investigation into the appropriate park hours with this in mind.

3. Concerns about the parking lot being utilized for non-park activities: Staff response is that Staff can consider placing a vehicular access gate across the drive approach entrance that can be closed to coincide with park hours. This will need to be further discussed and investigated with the parks department during design.

4. Noise Nuisance: This comment seemed to be a misunderstanding about some of the park equipment. Various park equipment has the ability to make noises that are learning type tools for some of the special needs children. Staff does not believe that these noises will be loud enough to significantly affect the adjacent neighborhood.

5. Increased traffic activity in the neighborhood: The drive approach for this park will most likely be located on Manzanita St. Staff will keep resident concerns in mind when placing this drive approach. Heavy traffic to the inclusive park is not anticipated, but will be considered when designing the entry and exit points.

6. Request that the parking lot not be placed on Manzanita: Some of the attendees expressed concerns that they don’t want to be looking at a parking lot right next to their homes. This comment seemed to be geared towards residents wanting whatever was adjacent to their homes to look nice and be maintained. Staff will keep this in mind when placing the parking lot on the new project site.

7. Safety concerns about the uncontrolled intersection at McAuliff and Mill Creek Parkway: Staff informed the residents that the design is currently underway for a traffic signal at this location.

City staff has made note of public concerns and believe there are ways to mitigate some of these concerns and possible impacts through strategic design strategies and planned operations and management approaches to the project.

Consultant Change Order
With a change in park site location, City Staff coordinated with the design consultant for an updated Visalia City Council Page 3 of 7 Printed on 5/1/2026 powered by Legistar™363
File #: 25-0777 Agenda Date: 5/4/2026 Agenda #: 1.

With a change in park site location, City Staff coordinated with the design consultant for an updated contract amendment proposal that will orient scope and design efforts to the new project site in the amount of $405,500.63. This proposal includes an updated schedule that will have a complete bid package ready for bidding and construction before the end of the year. Upon approval of the new project site location and Contract Amendment No. 2, city staff would return to council to present an updated concept layout for approval.

City staff has taken the contract amendment to the change order committee for review and has received a recommendation for approval from council. Following council authorization to move forward with Contract Amendment No. 2 the consultant will update the concept layout and begin design and construction drawings. Staff will coordinate with the consultant to push through the design process and develop updated construction drawings, specifications, and an estimate to bid, in accordance with the following project schedule:

Tentative Project Schedule
Approval of Alternative Project Site and
Updated Design Proposal
May 4, 2026
Completed Design December 2026
Construction Begins May 2027
Construction Complete January 2028
Fiscal Impact:

As a result of the unforeseen obstacles that came forward through the design phase of the Inclusive Park project and the Oak Avenue extension project coordination the need to relocate the Inclusive Park project has triggered a change in scope for the design consultant. City staff worked with the design consultant to develop an updated scope of work proposal. City staff meticulously refined and negotiated the updated scope of work proposal to transfer as much time and effort from the previous site to the new project site (such as site function, equipment selection, custom equipment design) in order to reduce the fee amount for the updated scope.

Staff is requesting a not to exceed amount of $405,500.63 contract amendment. This not to exceed amount includes the following tasks:

Contract Amendment #2: New Site Design Scope Proposal
Task 1: Meetings and Project Management $20,745.00
Task 2: Topographic Survey $27,255.00
Task 3: Site Analysis $8,860.00
Task 4: Conceptual Plans $17,780.00
Task 5: Design Development (50% PS&E) $64,580.00
Task 6: Construction Documents (90% & 100% PS&E) $216,187.75 Task 7: Bidding and Contract Award Services $5,9105.00
Task 8: Construction Support Services $30,383.88
Task 9: Construction Staking $52,580.00
Total Amount: $446,286.63
Contract Amendment #2: Remaining Scope of Services Not Performed Total Amount: $(40,786.00)
Total Cost of New Site Design Contract Amendment #2: $405,500.63 Visalia City Council Page 4 of 7 Printed on 5/1/2026
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Task 6: Construction Documents (90% & 100% PS&E) $216,187.75 Task 7: Bidding and Contract Award Services $5,9105.00
Task 8: Construction Support Services $30,383.88
Task 9: Construction Staking $52,580.00
Total Amount: $446,286.63
Contract Amendment #2: Remaining Scope of Services Not Performed Total Amount: $(40,786.00)
Total Cost of New Site Design Contract Amendment #2: $405,500.63 In addition, the design consultant is providing a credit in the amount of $40,786 for the remaining scope of services not performed prior to the change in site location, this results in a net contract amendment amount of $405,500.63.

City staff will work with the design consultant to attempt to minimize additional costs to the park project where possible. Additional funding is being requested during the current budget cycle and is expected to be available in the 26/27 fiscal year for this project. Staff will also coordinate with the grant agency and see if there are any available funds for additional construction cost increases once bids are received.

Refer to the Project Budget Summary below.

Inclusive Park Project Budget (CP0595)
Soft Costs
Design Consultant Initial Award $545,328
Design Credit for services not performed $(40,786)
New Site Design Scope Proposal$446,286
Staff Time $220,000
Geotechnical $35,000
Materials Testing $50,000
Subtotal $1,255,828
Construction Contract Estimate:$7,670,525
Contingency $853,999
Subtotal $8,522,805
Project Total Cost: $9,780,352
Current Project Grant Funds $7,829,352
Current Project Park Funds $51,000
Total Current Budget: $7,880,352
Budget Deficit: $(1,900,000)
Additional Appropriation FY 26/27 Project Park
Funds:
$1,600,000
Additional Appropriation FY 26/27 Project NE
Capital Funds:
$300,000
Total Additional Appropriation FY 26/27: $1,900,000
Visalia City Council Page 5 of 7 Printed on 5/1/2026
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File #: 25-0777 Agenda Date: 5/4/2026 Agenda #: 1.

Additional Appropriation FY 26/27 Project Park
Funds:
$1,600,000
Additional Appropriation FY 26/27 Project NE
Capital Funds:
$300,000
Total Additional Appropriation FY 26/27: $1,900,000
With the project budget shown above, staff recommends the approval for contract amendment no. 2 for this project. There are sufficient project funds to fund contract amendment no. 2. Additional funds are being requested in the next 2-Year capital improvement program in fiscal year 2026/27 from the Parks and Recreation Fund (211) in the amount of $1,600,000 and from the Northeast Capital Improvements Fund (291) in the amount of $300,000, to fully fund the construction phase.

Prior Council Action:

March 18, 2024 - Received a presentation on the Inclusive Park Project updated concept layout and provide direction regarding the updated layout.

November 07, 2022 - Council authorized the City Manager to enter into a contract with Odell Engineering (now Westwood Professional Services) for professional consulting services for the Inclusive Park Project in the amount not to exceed $547,095.00.

June 06, 2022 - Authorized the City Manager to accept and appropriate $7,829,352 in funds awarded form the State of California Natural Resources Agency, Proposition 68 Statewide Park Development and Community Revitalization Grant and appropriate $51,000 for staff indirect costs from the Parks Fund (211).

Other: NA
Alternatives: None Recommended
Recommended Motion (and Alternative Motions if expected):

I move approve the new site location for the Inclusive Park Project and approve contract amendment No. 2 in the amount of $405,500.63 to Westwood Professional Services for the change and update in design scope.

Environmental Assessment Status: Categorical Exemption
CEQA Review: Categorical Exemption
Deadline for Action: 5/4/2026
Attachments: Alternative Project Site Location Map
Contract Amendment #2
Project Presentation
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
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Organizational
Excellence
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Fiscal
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Life
Visalia City Council Page 6 of 7 Printed on 5/1/2026
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File #: 25-0777 Agenda Date: 5/4/2026 Agenda #: 1.
☐
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☒
Quality of
Life
Visalia City Council Page 7 of 7 Printed on 5/1/2026
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Contract Change Order Number: 003
Original Contract Date: November 22, 2022
Date: April 14, 2026
Project Name: Bridging Horizons Inclusive Park PO3279
Project Number: R0056531
To: Cody McLaughlin, City of Visalia
From: Katherine Lewis Mitchell, PLA #6818
Description of Change:

Due to unforeseen circumstances, the project site has been relocated, rendering the previously prepared plans no longer applicable and necessitating the development of a new set of construction documents. The revised site program includes a playground layout, Bankshot court, water play area, game area, music meadow, picnic area with shade structure, restroom, and parking lot. At the City’s request, Westwood will prepare a new plan set tailored to the relocated site. The following scope of work outlines the anticipated level of effort required to complete a topographic survey, geotechnical investigation, preparation of improvement plans, and coordination necessary to meet applicable grant requirements.

Scope of Work
Task 1: Meetings and Project Management
The Westwood team will provide project management services including meeting facilitation and maintaining ongoing coordination with the project team and stakeholders. Services also include monitoring progress, supporting communication among disciplines, and assisting in keeping the project aligned with schedule, scope, and budget objectives.

Task 1.1: Kick-off and Scoping Meeting
A well-run organizational meeting at the beginning of the project will clear up any unexpected issues before they arise. A meeting will be held with staff, during which our proprietary client communication program is started and the following typical items are discussed:
• Introduce staff and project partners to the design consulting team. • Review objectives of the project, scope of services, deliverable expectations, project schedule, and milestones.
• Confirm project parameters and limits of work. (Conduct a site review and photo document site conditions.)
• Collect available data and published material.
• Establish meeting and presentation schedules and communication channels with all parties involved.
• Review and list all applicable design/planning standards, opportunities, and/or challenges anticipated.
• Coordinate with agency departments, other agencies, and stakeholders. • Review project budget and billing requirements.
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• Complete custom client communications program.

Task 1.2: Progress Meetings
After each submittal and subsequent staff review period, a virtual progress meeting with the design team will be held. It is anticipated that there will be a progress meeting each month during the design period and ideally held at the following stages:
• Following the conceptual design submittal
• Following the design development submittal
• Following the construction documentation submittal
Task 2: Topographic Survey Base Mapping
A topographic survey will be performed of all hardscape and softscape, including: grade breaks, high points, low points. In flat areas, measure spot elevations in a grid pattern at 50-foot intervals. The following will be included:
• Locate surface-visible utility features and improvements, such as: signs, fences, walls, buildings, striping, driveways, walkways, drainages, structures, lights, poles, bollards, general limits of vegetated or landscaped areas, USA markings, vaults, valves, meters, boxes, pedestals, cleanouts, manholes, drain inlets, catch basins, culverts, outfalls, and standpipes. • Trees 6” in diameter or larger will be located.
• At manholes and accessible structures measure invert elevation of all gravity storm drains and sewer pipes. Annotate topographic survey drawing with invert elevation, approximate diameter, and orientation of each pipe visible at the time of the survey. Where access is not practical, Westwood will indicate by notation on the mapping deliverable. • Create existing ground Civil 3D TIN surface model.
• Prepare topographic survey base map drawing at a 1” = 20’ or other suitable scale.

DELIVERABLES
 Digital copy of the topographic survey base map drawing in AutoCAD Civil 3D 2023 format.
 PDF copy of topographic survey on Westwood title block.

Task 3: Site Analysis
Research objectives will include a comprehensive review of project history and all available on-site and off-site information to establish a clear understanding of existing conditions. The team will evaluate and document site opportunities and constraints through mapping and analysis to identify key factors influencing future improvements.

Task 3.1: Contextual Analysis
A contextual analysis will be conducted at the outset of the project to develop a comprehensive understanding of the site within its broader physical, environmental, and regulatory setting. This effort will include documentation and review of existing site conditions such as land use, circulation patterns, accessibility, vegetation, topography, and adjacent development. Items such as prevailing winds, soil type, as-built drawings, and so forth will be reviewed. The analysis will also include a review of applicable plans, policies, and jurisdictional requirements to ensure alignment with local standards and long-term goals. This baseline understanding will help identify key site characteristics and inform the development of the site plan.
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Task 3.2: Utility Investigation
A utility investigation will be completed to determine what utilities are available, their locations, and utility depth within the project limits of work. Available as-built and original design drawings will be reviewed, utility request letters will be sent to all applicable utility companies, and site investigation will be used to make determinations.

Task 4: Conceptual Plans
The conceptual design phase will build upon the programming established for the previous site and adapt it to suit the unique opportunities and constraints of the new project location. This effort will include what was learned from the site analysis phase to inform a responsive and functional layout.

Key park elements—including playground areas, recreational features, and support amenities—will be thoughtfully reconfigured to align with the revised site conditions while maintaining the original project intent.

The resulting conceptual plans will also be developed based on applicable grant requirements, ensuring that design elements, accessibility, and overall project scope remain consistent with funding criteria. This process will involve balancing project goals, community priorities, and regulatory considerations to deliver a cohesive park concept for City approval. Task includes one round of revisions based on City comments.

DELIVERABLES
 Conceptual site plan in PDF format.

Task 5: Design Development Drawings (50% PS&E)
Upon City approval of the concept plan, the Westwood team will develop 50% improvement plans.

The Design Development Drawing package includes drawings to convey general engineering and design concepts. This service will include the following preliminary plan sheets at a minimum:
• Cover sheet and project information
• Site plan
• Existing conditions plan
• Grading, drainage, and utilities plan
• Site finishes and furnishings plans
• Water play layout plans
• Irrigation plans
• Planting plan
• Electrical plans
• Major construction details
• Building/restroom/and other structure sections, and plans

DELIVERABLES
 50% drawings in PDF format
 50% estimates and quantities in PDF format
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Task 6: Construction Documentation (90% and 100% PS&E)
Following approval of the 50% set, the team will prepare final site improvement plans for permitting.

Improvement plans include routine information normally required by governing agencies. The scope of work will include three packages: 90% construction documents with draft specifications submitted for City review and permitting, 100% documents including final specifications, and a bid set including bid forms. This service will include the following tasks:

Task 6.1: PS&E
Plans may include the following sheets but are subject to change as the parameters, needs, and existing conditions of the project formalize:
• Cover sheet
• Notes and conditions
• Site plan
• Existing conditions and demolition plan
• Underground utilities plan
• Grading and drainage plans
• Erosion control plans
• Horizontal control plan
• Site finishes and furnishings plans
• Enlargement plans (playground, etc.)
• Irrigation plans and water use calculations
• Planting plan
• Electrical plans and Title 24 calculations
• Construction details
• Structural engineering for playground footings (5 unique foundations and 1 unique special foundation) and retaining walls at two locations (If needed for building permit) • Restroom/shade structure sections, plans, and details • Water play layout plan and sections
• Water play piping plans
• Water play deck plans
• Water play construction details
• Construction quantities and estimates
• Draft & final technical specifications (using City provided template) Task 6.2: SWPPP
• Permit Registration Documents including Risk Assessment, Site specific SWPPP approved by QSD, Site Maps, and NOI for LRP review (Fees provided by Client). • Site visit by QSD to review client installed BMPs and evaluate how construction activities will affect sediment transport, erosion, and other discharges of pollutants in stormwater runoff in SWPPP design and implementation.
• Site visits are performed twice annually, once August through October, and once January through March. Also, within 14 calendar days after numeric action level exceedance, or within the time period requested in writing from Water Board staff.

Task 6.3: Bid Package
Following the approval of the 100% PS&E drawings, the team will prepare a final bid package. The bid package will include:
• Front end documents (provided by the City)
• Stamped and signed cover sheet
• Bid forms
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• Bid item descriptions
• Final stamped and signed PS&E
• Final stamped and signed technical specifications
• Final cut sheets for important features and materials • Geotechnical Report (If performed)
• Structural package (If prepared)

DELIVERABLES
 90% and 100% drawings in PDF format
 90% and 100% estimates and quantities in PDF format
 90% and 100% technical specifications in PDF format
 Final bid package in PDF format
Task 7: Bidding and Contract Award
Westwood will perform bidding and contract award services to assist the City with selecting the appropriate contractors and product manufacturers. Services may include the following up to 16 hours of Westwood support and electrical engineering support: (We can provide additional support as requested.)
• Attend pre-bid meeting (virtual)
• Respond to RFIs
• Prepare of Addenda and Transmittals (as needed)

DELIVERABLES
 Meeting agenda and minutes in PDF format
 RFI responses in PDF format
 Plan revisions in PDF format
Task 8: Construction Support Services
Westwood will perform construction support services throughout the project’s completion. Services may include the following up to 80 hours of Westwood support and electrical engineering support: (We can provide additional support as requested.)
• Attend pre-construction meeting (in-person)
• Review and approve contractor’s schedule, RFIs, and submittals • Review change orders
• Review shop drawings and submittals
• Prepare as-built drawings from contractor maintained field drawings • Construction observation site visits may include:
o Review of site finishes
o Irrigation installation
o Plant review and approval prior to planting
o Playground installation
o Following structural installations but prior to final surface covering o Final punch list walk

DELIVERABLES
 Meeting minutes in PDF format
 Submittal & RFI responses in PDF format
 Site observation memos in PDF format
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 Supplemental instructions as needed in PDF
 As-built drawings in PDF and AutoCAD format
Task 9: Construction Staking (Optional)
• Site Control : Limited to one (1) workday mobilization. o Set and level site control based on City of Visalia Horizontal and Vertical Datum. • Rough Grade: Limited to two (2) workday mobilizations. o Stakes to be set at 100-foot intervals including: begin and end curves, radius points, high points, low points, intermediate points and ridge lines for rough grade. Grades to finish surface or top of curb.
• Utilities: Limited to three (3) workday mobilizations. o Storm Drain - provide offsets at 50’ intervals, point of connection, manholes, inlets, catch basins, and changes in direction. Grades to invert and rim. o Sanitary Sewer - provide offsets at 50’ intervals, point of connection, manholes, cleanouts, and stubs. Grades to invert and rim.
o Water - Provide offsets at 100’ intervals for domestic and fire water including: point of connection, fire hydrants, tees, angle points, and stubs. Grades to Finish Surface. • Site Lighting: Limited to one (1) workday mobilization. o Provide offsets to the center of each pole mounted light. • Finish Grade: Limited to three (3) workday mobilizations. o Provide offsets to face of curb or edge of concrete at 50’ intervals along straight alignments and 25’ intervals along curves, changes in direction, radius points, and grade breaks. Grades to finish surface or top of curb.
o Provide offsets to face of wall with grades to finish surface for various site walls. o Provide offsets to limits of raised play area with grades to finish surface. • Structure layout: Limited to one (1) workday mobilization. • Provide offsets as requested for shade structure, shade sails, picnic area, and restroom building. Grades to finish surface.
• Provide offsets to edge of pavement. Grades to finish surface.

Assumptions / Notes
• Additional requests beyond Tasks listed above will result in requests for additional services. • All other conditions remain in accordance with the original contract and all amendments to date.
• QSP Services based on the following construction duration: 10 months, 44 weeks, 4 qualifying rain days, 4 additional pre or post site visits, 2 QSD Site Visits, & 3 SMARTS Management tasks
o Assumed Risk Level 1
• Following approval of the conceptual site design, no further site design changes are anticipated or included within this scope of work. Additionally, upon completion and submittal of the 50% design documents, any significant revisions resulting from review comments or redlines that alter the approved design intent, project layout, or previously established criteria shall be considered additional services and will require a written change order prior to incorporation into the documents.
• The plan set is scheduled to be completed by the end of 2026. If any delays occur, necessitating an extension beyond this timeframe, fees will be reassessed at the beginning of 2027. 374
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Mapping Limits
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Cost Proposal
Task Description Fee Fee Type
1 Meetings and Project Management $20,745.00 LUMP SUM
2 Topographic Survey $27,255.00 LUMP SUM
3 Site Analysis $8,860.00 LUMP SUM
4 Conceptual Plans $19,780.00 LUMP SUM
5 Design Development Drawings (50% PS&E) $64,580.00 LUMP SUM 6 Construction Documentation (90% and 100% PS&E) $216,187.75 LUMP SUM 7 Bidding and Contract Award $5,915.00 LUMP SUM
8 Construction Support Services $30,383.88 LUMP SUM
TOTAL (Tasks 1-10) $393,706.63
Optional Tasks
9 Construction Staking $52,580.00 LUMP SUM
Project Total
TOTAL for ALL (Tasks 1-10) $446,286.63
Fees are valid for 90 calendar days from the date listed on the cover sheet of the proposal. Any time and material basis work (including additional services, if any) will be performed pursuant to the current fee schedule (a copy of which is attached) unless otherwise negotiated or approved. 377
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Schedule of Fees
2026 – California - PW
The following is the fee schedule for all work performed under an hourly agreement.

Classification Hourly Rate
Admin I................................................................................................................................ $125.00 Admin II............................................................................................................................... $135.00 Admin III ............................................................................................................................. $145.00 Admin IV.............................................................................................................................. $165.00 Admin V...............................................................................................................................$180.00 Intern I ................................................................................................................................$100.00 Intern II ...............................................................................................................................$120.00 Intern III.............................................................................................................................. $135.00 Engineering Tech I................................................................................................................$115.00 Engineering Tech II............................................................................................................. $135.00 Engineering Tech III............................................................................................................$150.00 Engineering Tech IV ............................................................................................................$170.00 Engineering Tech V..............................................................................................................$180.00 Engineering Tech VI............................................................................................................ $195.00 Engineering Tech VII........................................................................................................... $215.00 Graduate Engineer I ............................................................................................................ $165.00 Graduate Engineer II........................................................................................................... $175.00 Graduate Engineer III..........................................................................................................$185.00 Graduate Engineer IV.......................................................................................................... $195.00 Engineer I ........................................................................................................................... $200.00 Engineer II...........................................................................................................................$210.00 Engineer III..........................................................................................................................$225.00 Engineer IV..........................................................................................................................$245.00 Engineer V ...........................................................................................................................$285.00 Engineer VI......................................................................................................................... $300.00 Engineer VII......................................................................................................................... $315.00 Engineer VIII.......................................................................................................................$335.00 Graduate Landscape Designer I........................................................................................... $155.00 Graduate Landscape Designer II.........................................................................................$170.00 Graduate Landscape Designer III........................................................................................$180.00 Landscape Architect I.......................................................................................................... $175.00 Landscape Architect II.........................................................................................................$185.00 Landscape Architect III ....................................................................................................... $195.00 Landscape Architect IV........................................................................................................ $215.00 Landscape Architect V .........................................................................................................$235.00 Landscape Architect VI....................................................................................................... $260.00 Project Manager I ................................................................................................................ $215.00 Project Manager II.............................................................................................................. $240.00 378
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Project Manager III..............................................................................................................$265.00 Project Manager IV............................................................................................................. $290.00 Project Manager V ...............................................................................................................$310.00 Project Manager VI..............................................................................................................$325.00 Project Manager VII............................................................................................................ $340.00 Survey Field I (Rod Person/Chainman)..............................................................................$210.00 Survey Field II (Instrument Operator)................................................................................$210.00 Survey Field III (Crew Chief)...............................................................................................$250.00 Survey Field IV (Sr. Crew Chief)..........................................................................................$275.00 Survey Field V (Survey Coordinator)...................................................................................$190.00 Survey Field VI (Field Manager)..........................................................................................$250.00 Survey Field VII (One-Person Crew).................................................................................. $260.00 Survey Tech I .......................................................................................................................$120.00 Survey Tech II...................................................................................................................... $135.00 Survey Tech III.....................................................................................................................$150.00 Survey Tech IV..................................................................................................................... $175.00 Survey Tech V ...................................................................................................................... $195.00 Survey Tech VI.....................................................................................................................$210.00 Graduate Surveyor I............................................................................................................. $155.00 Graduate Surveyor II...........................................................................................................$170.00 Graduate Surveyor III..........................................................................................................$180.00 Surveyor I............................................................................................................................. $175.00 Surveyor II........................................................................................................................... $195.00 Surveyor III......................................................................................................................... $220.00 Surveyor IV ......................................................................................................................... $240.00 Surveyor V........................................................................................................................... $260.00 Surveyor VI......................................................................................................................... $280.00 Project Coordinator I........................................................................................................... $145.00 Project Coordinator II.......................................................................................................... $155.00 Project Coordinator III........................................................................................................ $165.00 Senior Project Coordinator I................................................................................................ $175.00 Senior Project Coordinator II..............................................................................................$190.00 Charges for Other Direct Costs, Outside Services, and facilities furnished by Westwood are computed on the basis of actual cost-plus 15 percent.
________________________________________________ ________________________________________________

CLIENT SIGNATURE CONSULTANT SIGNATURE
Name Chad Kennedy
Company Westwood Professional Services

CLIENT SIGNATURE WILL AMEND THE CONTRACT AS SHOWN AND AUTHORIZES THE WORK TO BE PERFORMED.
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Visalia City CouncilMay 4, 2026

Visalia City Council
May 4, 2026