cc/bsd 2024 AR 02/13 sewer master plan update - award of contract

ACTION:
____________________________
Clerk/Secretary
Department: Engineering Item No: C4
Prepared by:

Steve Nowak, Principal Engineer
Erin Adams, Management Analyst Meeting Date: February 13, 2024 Approved by:

Greg Mayer, Director of Engineering
John Conley, City Manager Agenda Location: Consent Calendar SUBJECT: CIP NO. 8344 SEWER MASTER PLAN UPDATE – AWARD OF CONTRACT RECOMMENDATION:

1. Adopt City of Vista Resolution No. 2024- , approving a contract with Carollo Engineers, Inc. to update the Sewer Master Plan (CIP No. 8344).

2. Adopt City of Vista Resolution No. 2024- , amending the Capital Project Budget for Fiscal Years 2022/23 and 2023/24.

3. Adopt Buena Sanitation District Resolution No. 2024- , amending the Capital Project Budget for Fiscal Years 2022/23 and 2023/24.

CORRELATION TO CITY COUNCIL GOALS: Routine operational item not directly corresponding to a specific City Council goal.

PRIOR ACTION: On June 28, 2022, adopted City Council Resolution No. 2022-108, approving the Six- Year Capital Improvement Program and FYs 2022/23 and 2023/24 Capital Project Budget and authorizing appropriations for Fiscal Years 2022/23 and 2023/24 Capital Projects, and adopted Buena Sanitation District Resolution No. 2022-17, approving the Six-Year Capital Improvement Program and FYs 2022/23 and 2023/24 Capital Project Budget and authorizing appropriations for Fiscal Years 2022/23 and 2023/24 Capital Projects (Vote: 4-0, Ritter absent (Ritter experienced technical difficulties)).

STATEMENT ON THE SUBJECT: The City of Vista (City) owns and operates over 215 miles of sewer collection pipelines and one small capacity pump station, the Raceway Pump Station. The City and the City of Carlsbad jointly own and operate two additional large capacity pump stations (Agua Hedionda and Buena Vista Pump Stations) and associated pipelines. The Buena Sanitation District (District) owns and operates 101 miles of sewer collection pipelines and one large capacity pump station. The City and District have interagency flow agreements with the City of Carlsbad, the City of Oceanside, the City of San Marcos, and the Vallecitos Water District.

In August 2017, the City and District adopted a Sewer Master Plan (SMP) update prepared by HDR Engineering, Inc. This Sewer Master Plan Update was based on the City’s 2030 General Plan (adopted in 2012) and the then current General Plan of the County of San Diego, and the various wastewater contributing interflow agencies. The 2017 SMP identified a list of Capital Improvement Program (CIP) projects needed to address capacity deficiencies in the existing and 2030 build-out conditions. To date, AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
Approved the above recommendation, adopted the following: 1) City Council Resolution No. 2024-12.

Vote: 5-0; 2) City Council Resolution No. 2024-13. Vote: 5-0; and 3) Buena Sanitation District Resolution No. 2024-1. Vote: 5-0.

MEETING DATE: February 13, 2024 PAGE 2

SUBJECT: CIP NO. 8344 SEWER MASTER PLAN UPDATE – AWARD OF CONTRACT many of these CIP projects have been completed and need to be incorporated into the SMP hydraulic modeling.

The City has recently embarked on a citywide 2050 General Plan update with a final working draft anticipated in early/mid-2024 and has recently (2021) completed its sixth cycle Housing Element. Changes in zoning and density, along with anticipated population growth and changes in land use resulting from the 2050 General Plan and Housing Element have a direct effect on anticipated wastewater flows throughout the City and District service areas. As such, this Sewer Master Plan Update will be based on the 2050 General Plan and sixth cycle Housing Element.

Furthermore, since adoption of the 2017 SMP, there have been significant changes to California affordable housing laws to promote increased density including but not limited to the following Senate Bills (SB): SB- 9, SB-10, and various Accessory Dwelling Unit (ADU) laws. As a result, the City has seen an increase in the rate at which ADUs and multifamily developments are being constructed. This combination of changes is anticipated to affect population density and wastewater flows for the City and District. Likewise, the County of San Diego, who makes up the majority of the District, and other flow contributing agencies have experienced many of the same changes which will need to be addressed in this update. The consultant will be tasked with researching the various laws and making assumptions and recommendations on density to include in the hydraulic model build out condition.

As mentioned, there have been several system improvements and enhancements, as well as additional segments of infrastructure constructed since adoption of the 2017 SMP which need to be added to the hydraulic model. The City maintains a GIS database of all sewer infrastructure which is believed to be up- to-date, however the consultant will review the system modifications implemented since the 2017 SMP and ensure they are correctly depicted within GIS and subsequently the hydraulic model.

The SMP update will holistically analyze projected wastewater flows against the nearly 315 miles of sewer conveyance system, manholes, pump stations, and outfalls to identify potential capacity deficiencies for the ultimate buildout condition in 2050 and will propose a list of phased CIP projects based on expected population growth throughout the period. Additionally, the projected wastewater flows and list of phased CIP projects will be used as the basis of future CIP budgets, rate studies, and decision making by the City, District, and Encina Wastewater Authority.

On October 9, 2023, staff issued a request for proposals (RFP) for the SMP Update. The RFP was based on best value, with price to be negotiated with the selected firm. The RFP was advertised on the City’s website and the City’s electronic procurement portal, OpenGov.com. The following two firms responded to the RFP:

Firm Office Location
Carollo Engineers, Inc. Walnut Creek, CA
Dudek Encinitas, CA

The proposals were evaluated by staff and ranked based upon predetermined criteria including project understanding, experience with projects of similar nature, and quality of work product. Based on staff’s evaluation of the RFP responses, staff recommends the selection of Carollo Engineers, Inc. to complete the SMP Update.

FISCAL IMPACT: The cost for Carollo Engineers to complete the SMP Update is $352,300.00. The recommended budget amendment provides sufficient funding in the Capital Improvement Budget for Capital Improvement Project (CIP) No. 8344 SMP Update (source appropriation accounts 5036620.578999.8344 and 5066515.578999.8344).

02/13/2024 C4 2 of 99

MEETING DATE: February 13, 2024 PAGE 3

SUBJECT: CIP NO. 8344 SEWER MASTER PLAN UPDATE – AWARD OF CONTRACT EXHIBITS:

1. Adopt City of Vista Resolution No. 2024- , approving a contract with Carollo Engineers, Inc. to update the Sewer Master Plan (CIP No. 8344)

2. Adopt City of Vista Resolution No. 2024- , amending the Capital Project Budget for Fiscal Years 2022/23 and 2023/24

3. Adopt Buena Sanitation District Resolution No. 2024- , amending the Capital Project Budget for Fiscal Years 2022/23 and 2023/24.

4. Contract with Carollo Engineers

02/13/2024 C4 3 of 99

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING A CONTRACT WITH CAROLLO
ENGINEERS, INC. TO UPDATE THE SEWER MASTER PLAN (CIP NO. 8344) The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. Pursuant to section 3.08.060 of the Vista Municipal Code, a request for proposals (RFP) was issued on October 9, 2023 for the Sewer Master Plan Update (CIP No. 8344).

B. Two proposals were submitted in response to the RFP and were evaluated based upon the predetermined criteria in the RFP.

C. Staff recommends the selection of Carollo Engineers, Inc. as the vendor to update the Sewer Master Plan (CIP No 8344).

2. Action.

A. The contract between the City of Vista and Carollo Engineers, Inc. for the Sewer Master Plan Update is approved, and the Mayor is authorized to execute the contract.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on February 13, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20240130085004
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
02/13/2024 C4 4 of 99
EXHIBIT 1

00029213 7
RESOLUTION NO. 2024-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, AMENDING THE CAPITAL PROJECT BUDGET FOR FISCAL YEARS 2022/23 AND 2023/24
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A. On June 28, 2022, the City Council adopted Resolution 2022-108 approving the Six-Year Capital Improvement Program, the Capital Project Budget for Fiscal Years 2022/23 and 2023/24, and authorizing appropriations for Fiscal Years 2022/23 and 2023/24 capital projects.

B. The City Council desires to amend the Capital Project Budget at this time to reflect changed circumstances.

2. Action.

A. The Capital Project Budget for Fiscal Years 2022/23 and 2023/24 is amended as set forth in Exhibit A.

3.Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on February 13, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20230731113809

JOHN FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
02/13/2024 C4 5 of 99
EXHIBIT 2

RESOLUTION NO. 2024-

CITY COUNCIL FOR THE CHARTERED CITY OF VISTA
PAGE 1 EXHIBIT A

1. Account Number Account Description Increase Decrease 5030000.310410 Fund Balance 69,626$
5036620.578999.8344 Source Appropriation 69,626$
Appropriations are hereby made to fund the Sewer Master Plan Update. 02/13/2024 C4 6 of 99

00056393 5
RESOLUTION NO. 2024-

A RESOLUTION OF THE BOARD OF DIRECTORS OF THE

BUENA SANITATION DISTRICT, AMENDING THE CAPITAL PROJECT BUDGET FOR FISCAL YEARS 2022/23 AND 2023/24
The Board of Directors of the Buena Sanitation District does resolve as follows:

1. Findings. The Board of Directors hereby finds and declares the following:

A. On June 22, 2022, the Board of Directors adopted Resolution 2022-17, approving the Six-Year Capital Improvement Program, the Capital Project Budget for Fiscal Years 2022/23 AND 2023/24, and authorizing appropriations for Fiscal Years 2022/23 and 2023/24 capital projects.

B. The Board of Directors desires to amend the Capital Project Budget at this time to reflect changed circumstances.

2. Action.

A. The Capital Project Budget Fiscal Years 2022/23 and 2023/24 is amended as set forth in Exhibit A.

3.Adoption. PASSED AND ADOPTED at a meeting of the Board of Directors of the Buena Sanitation District held on February 13, 2024, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, DISTRICT COUNSEL
By:

APPROVED
Walter C. Chung
20230731113809

JOHN FRANKLIN, CHAIRPERSON
ATTEST:

KATHY VALDEZ, CLERK OF THE BOARD
By:
02/13/2024 C4 7 of 99
EXHIBIT 3

RESOLUTION NO. 2024-

BUENA SANITATION DISTRICT BOARD OF DIRECTORS
PAGE 1 EXHIBIT A

1. Account Number Account Description Increase Decrease 5060000.310410 Fund Balance 42,674$
5066515.578999.8344 Source Appropriation 42,674$
Appropriations are hereby made to fund the Sewer Master Plan Update. 02/13/2024 C4 8 of 99

Professional Services (Non-Construction) (RFP)(NPW)
1 of 9
CAROLLO ENGINEERS, INC.
[51960-2] 00051960 44861-5394-9854, v. 2

CONTRACT FOR PROFESSIONAL SERVICES

SEWER MASTER PLAN UPDATE
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084
Working Contact: Steve Nowak
Billing Contact: Steve Nowak
The “Contractor”
CAROLLO ENGINEERS, INC, a Delaware
corporation
5355 Mira Sorrento Place, Ste 270
San Diego, CA 92121
Contact: Andrew Frost

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in the Request for Proposals attached as Exhibit A.

2.2 The “Required License” for the Services is: California Professional Civil Engineer.

2.3 Contractor, an entity holding the Required License, desires to enter into this “Contract” with City for the Services.

2.4 The “Project” for which the Services are required is described in Exhibit A.

2.5 Contractor has submitted to City a Proposal to perform the Services dated November 13, 2023 (“Exhibit B”).

2.6 The “Contract Ceiling Price” is: $352,300.

2.7 Any references in Exhibit A or Exhibit B to “Consultant” shall mean Contractor for the purposes of this Contract.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.2 This Contract shall be in effect for 36 calendar months (“Term”) from the Contract Date. The Term may be extended at the City’s option for an additional 12 months, in increments of City’s choice, for a maximum Term of 48 months from the Contract Date.

3.3 City may terminate this Contract upon 30-days’ written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to 02/13/2024 C4 9 of 99
EXHIBIT 4

Professional Services (Non-Construction) (RFP)(NPW) 2 of 9 CAROLLO ENGINEERS, INC. [51960-2] 00051960 44861-5394-9854, v. 2
the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.

4.0 SCOPE
Contractor shall perform all Services including, but not limited to, the furnishing of all tools, equipment, materials, software, and supplies, and for furnishing all transportation, services, including fuel, power and water, essential communications, and the performance of all labor, work, or other operations, as may be required from time to time, in accordance with Exhibit A and Exhibit B. In the event of a conflict between the provisions of Exhibit A and Exhibit B, the provisions of Exhibit A shall control.

5.0 COMPENSATION

5.1 City shall pay Contractor for the Services to be performed as set forth in Exhibit B.

5.2 An invoice for payment shall be submitted in a form satisfactory to City. At a minimum, the invoice shall include: the purchase order number, the work order number, a description of the work performed, and a total amount.

5.3 Changes in, additions to, or deductions from the Services, including increases or decreases in any item or portion of the Services, shall be set forth in a written change order executed by City and by the Contractor which shall specify:

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this contract.

5.4.2 If it becomes foreseeable that Contractor will need to perform services such that the cumulative total of costs to City will exceed the maximum permitted by this Contract, any such cost overrun will be handled pursuant to the change order procedure in Vista Municipal Code Chapter 3.08. City and Contractor recognize that City lacks authority to exceed the cost ceiling without the express authorization of the City Council. If the maximum cost to City for this Contract is exceeded unexpectedly, payment shall be made as mutually agreeable and disputes shall be handled pursuant to this Contract, but work shall cease as soon as is reasonably feasible once the cost ceiling plus allowable change orders, if any, is exceeded.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract. 02/13/2024 C4 10 of 99

Professional Services (Non-Construction) (RFP)(NPW) 3 of 9 CAROLLO ENGINEERS, INC. [51960-2] 00051960 44861-5394-9854, v. 2

6.0 CONTRACT DOCUMENTS
The Contract comprises the following documents including all additions, deletions, modifications, and appendices and all addenda setting forth any modifications or interpretations of any these documents: Documents required under Exhibits A–E.

7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit A.

8.0 STANDARD OF PERFORMANCE

8.1 Contractor represents and warrants that it has the training, qualifications, experience, and facilities necessary to properly perform the Services required under this Contract in a thorough, competent, and professional manner. At all times Contractor shall faithfully, competently and to the best of its ability, experience, and talent, perform all services described herein. In meeting its obligations under this Contract, Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Contractor under this Contract.

8.2 Contractor shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, and rules in effect during the Term of this Contract. Contractor shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this Contract, including any business licenses required by City. Neither City, nor any elected or appointed boards, officers, officials, employees, or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this Section.

9.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

9.1 Contractor shall perform the services provided for herein in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling. Contractor is not to be considered an employee of City, nor shall any employees of Contractor be considered employees of City, for any purpose. Contractor shall be under the direction and control of City staff only as to the results to be accomplished. This Contract is not intended to create the relationship of partnership, joint venture, or association between City and Contractor.

9.2 Contractor represents and warrants that all professional services required under this Contract shall be provided by a person or persons duly licensed by the State of California to provide those types of services.

9.3 Neither Contractor, nor any of Contractor's officers, employees, or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.

9.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all of Contractor’s officers, employees, agents, and subcontractors that are included in this Contract.

02/13/2024 C4 11 of 99

Professional Services (Non-Construction) (RFP)(NPW) 4 of 9 CAROLLO ENGINEERS, INC. [51960-2] 00051960 44861-5394-9854, v. 2

9.5 The payment made to Contractor pursuant to this Contract shall be the full and complete compensation to which Contractor and Contractor’s officers, employees, agents, and subcontractors are entitled for performance of any work under this contract. Neither Contractor nor Contractor’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. City will not make any federal or state tax withholdings on behalf of Contractor. City shall not be required to pay any workers' compensation insurance on behalf of Contractor.

9.6 Contractor agrees to defend and indemnify City for any obligation, claim, suit, or demand for tax, retirement contribution including any contribution to the Public Employees Retirement System (PERS), social security, salary or wages, overtime payment, or workers' compensation payment which City may be required to make on behalf of Contractor or any employee of Contractor, or any employee of Contractor construed to be an employee of City, for work done under this contract. This is a continuing obligation that survives the termination of this Contract.

10.0 CIVIL RIGHTS

10.1 Contractor agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations hereinafter enacted.

10.2 Contractor shall not knowingly deny an opportunity or benefit, discriminate against or harass, any employee or applicant for employment on account of the person’s race, color, ethnicity, national origin, ancestry, religion, creed, veteran status, physical disability, mental disability, medical condition, marital status, sex, sexual orientation, age, or other status protected from workplace discrimination by state or federal law.

10.3 Contractor shall not knowingly give preferential treatment to any applicant for employment on the basis of race, color, ethnicity, national origin, ancestry, religion, creed, physical disability, mental disability, medical condition, marital status, sex, or sexual orientation.

10.4 This section shall be interpreted in a manner that is consistent with the California and United States Constitutions and applicable state and federal statutes governing workplace discrimination. The terms used in this section shall have the same meaning as defined in state statutes governing the same subject matter.

10.5 Nothing in this section shall be interpreted as prohibiting bona fide occupational qualifications consistent with applicable state and federal law and reasonably necessary to the normal operation of Contractor. Nothing in this section shall be interpreted as prohibiting regulations and policies to prevent nepotism or conflicts of interest.

10.6 Nothing in this Section shall be interpreted as prohibiting action taken to establish or maintain eligibility for any federal program, where ineligibility would result in a loss of federal funds to City.

Professional Services (Non-Construction) (RFP)(NPW) 5 of 9 CAROLLO ENGINEERS, INC. [51960-2] 00051960 44861-5394-9854, v. 2
including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor’s officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee, or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee, or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.

11.0 CONTROL OF SERVICES
Each Party shall appoint a representative who shall have the authority to represent and act for that Party (“Representative”). Any written or verbal directions or requests of City's Representative delivered to the Contractor’s Representative shall have the same force and effect as if delivered to the Contractor. The Contractor's Representative shall have the authority to sign any change order, coordinate the work of all subcontractors and make other decisions pertaining to the Contract.

12.0 ASSIGNMENT AND SUBCONSULTING

12.1 Neither this Contract nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of the City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Contract shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.

12.2 Contractor shall be fully responsible to the City for any acts and omissions of Contractor's subcontractor, including persons either directly or indirectly employed by subcontractor, in the event Contractor subcontracts any of the work to be performed under this contract. Contractor's responsibility under this paragraph shall be identical to Contractor's liability for acts and omissions of Contractor and employees of the Contractor. Nothing contained in this Contract shall create any contractual relationship between City and any subcontractor of Contractor, but Contractor shall bind every subcontractor and every subcontractor of a subcontractor by the terms of this contract applicable to Contractor's work, unless such change, omission, or addition is approved in advance in writing by the City Manager or the City Manager’s designee. All subcontractors are subject to the prior written review and approval of the City Manager or the City Manager’s designee.

13.0 LICENSES
If a license of any kind, which term is intended to include evidence of registration, is required of Contractor, its employees, agents, or subcontractors by federal, state, or local law, Contractor warrants that such license has been obtained, is valid and in good standing, and that any required bond has been posted in accordance with all applicable laws and regulations. 02/13/2024 C4 13 of 99

Professional Services (Non-Construction) (RFP)(NPW) 6 of 9 CAROLLO ENGINEERS, INC. [51960-2] 00051960 44861-5394-9854, v. 2

14.0 FINANCIAL RECORDS

14.1 Contractor shall maintain any and all documents, ledgers, books of account, invoices, vouchers, canceled checks, or records demonstrating or relating to Contractor’s performance of services pursuant to this Contract or evidencing or relating to expenditures and disbursements charged to City pursuant to this Contract. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Contractor pursuant to this Contract. Any and all such documents or records shall be maintained for three years from the date of execution of this Contract and to the extent required by laws relating to audits of public agencies and their expenditures. It is expressly understood and agreed that the provisions of this Section will survive termination of this Contract.

14.2 Any and all records or documents required to be maintained pursuant to this Section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its designated representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor's address indicated for receipt of notices in this Contract or the primary location from which services are rendered, whichever is closer.

15.0 OWNERSHIP OF DOCUMENTS
Upon delivery, the work product, including without limitation, all original reports, writings, recordings, drawings, files, and detailed calculations developed under this contract are the property of City. Contractor agrees that all copyrights which arise from creation of the work pursuant to this contract shall be vested in City and waives and relinquishes all claims to copyright or other intellectual property rights in favor of City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of Services and that Contractor makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of Services.

16.0 CONFIDENTIALITY

16.1 Contractor shall treat all information obtained from City in the performance of this Contract as confidential and proprietary to City. Contractor shall treat all records and work product prepared or maintained by Contractor in the performance of this Contract as confidential.

16.2 Contractor agrees that it will not use any information obtained as a consequence of the performance of work for any purpose other than fulfillment of Contractor’s scope of Services. Contractor will not disclose any information prepared for City, or obtained from City or obtained as a consequence of the performance of work to any person other than City, or its own employees, agents or subcontractors who have a need for the information for the performance of Services under this Contract unless such disclosure is specifically authorized in writing by City.

16.3 Contractor’s obligations under this paragraph shall survive the termination of this Contract.
02/13/2024 C4 14 of 99

Professional Services (Non-Construction) (RFP)(NPW) 7 of 9 CAROLLO ENGINEERS, INC. [51960-2] 00051960 44861-5394-9854, v. 2

17.0 CONFLICT OF INTEREST REQUIREMENT
Contractor agrees that, to the extent applicable, it shall comply with and be bound by all laws and regulations deriving from the relationship of the Contractor to the City, including the Political Reform Act (Government Codes Section 87100 et seq.) Chapters 2.32 or 2.33 of the Vista Municipal Code, the Community Redevelopment Act (Health & Safety Code 33000 et seq.) and all regulations promulgated thereunder (collectively “Conflict Laws”). As a condition precedent to the formation of this Contract, Contractor warrants and covenants that it is adequately informed regarding the obligations and duties imposed by the Conflict Laws and that to the best of Contractor's knowledge and belief, there exists no conflict of interest (under the laws) that would disqualify the Contractor from participation in any decisions arising out of the performance of this Contract. Prior to commencement of any work in the performance of this Contract, Contractor shall comply with any applicable requirements of Chapter 2.32 of the Vista Municipal Code, including any requirement to file a financial disclosure statement with the City Clerk.

Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

18.0 PROHIBITION OF FINANCIAL INTEREST BY CITY OFFICIAL Contractor warrants and covenants to City that no City Official has or will have any current or future financial interest in this Contract as of the date approved, nor shall Contractor promise, offer, or enter into any written, oral or implied Contract, to provide any financial interest or remuneration of any kind or manner to any City official with respect to this Contract. For purposes of this Section, the term “City Official” shall mean and include any elected or appointed officer of City, any employee of City, or any spouse or financial dependent of a City official or employee. A violation of this provision shall render this Contract null and void and Contractor shall be subject to restitution of all fees or money paid or earned under this Contract.

19.0 DUTY OF INDEMNIFICATION

Liabilities subject to the duties to defend and indemnify include, without limitation, all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys’ fees; court costs; and costs of alternative dispute resolution (“Duty of Indemnification”). Contractor’s obligations to both defend and indemnify apply unless it is finally adjudicated that the liability or liabilities, in whole or in part, do not arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor or its employees, agents, or subcontractors. Defense counsel shall be approved by City.

The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

19.3 Contractor’s costs of defense shall not exceed Contractor’s proportionate percentage of fault as adjudicated by a court of law, as required by California Civil Code section 2782.8.
02/13/2024 C4 15 of 99

Professional Services (Non-Construction) (RFP)(NPW) 8 of 9 CAROLLO ENGINEERS, INC. [51960-2] 00051960 44861-5394-9854, v. 2

20.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

21.0 SERVICE OF NOTICE

21.1 Any notice, which either Party may desire to give to the other Party, must be in writing and may be given by personal delivery to the Party’s Representative or by overnight courier service to the Party’s address set forth in Section 1.0. Notice may also be given by mailing it by registered or certified mail, return receipt requested, to the other Party at the address set forth in Section 1.0. Any notice given by mail will be deemed given 48 hours after such notice is deposited in the United States mail, addressed as provided with postage fully prepaid.

21.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.

22.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

23.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

24.0 APPLICABLE LAW, VENUE
This Contract shall be construed and enforced under the laws of the State of California. If any action is commenced by any Party to this Contract, such action shall be filed in a court of competent jurisdiction within the County of San Diego, California.

25.0 COUNTERPARTS; ELECTRONIC SIGNATURES; ELECTRONIC DELIVERY This Agreement may be executed in separate counterparts, none of which need contain the signatures of both Parties, and each of which, when so executed, shall be deemed an original and all together shall constitute and be one of the same instrument. The Parties agree that this Agreement, whether executed by electronic signature, digital signature, or constituting a scanned or electronically reproduced copy or image of this Agreement bearing the signatures of the Parties, will be deemed an original and will represent competent evidence of the execution, terms and existence of this Agreement notwithstanding the failure or inability to produce an original executed Agreement or counterpart thereof, and without the requirement that the unavailability of such original executed Agreement or counterpart thereof first be proven.

Further, the exchange of this entire executed Agreement (and/or such exhibit(s) or document(s)) that is in photostatic or portable document format (.pdf) form by electronic mail or by another electronic means shall be considered original(s) and shall constitute effective execution and delivery of the original(s).

Professional Services (Non-Construction) (RFP)(NPW)9of 9 CAROLLO ENGINEERS, INC. [51960-2] 00051960 44861-5394-9854, v. 2
between the Parties. No modification, amendment or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.
[Continued on page 9.]

27.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.
“City”
CITY OF VISTA, a chartered municipal
corporation
By:

JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ,CITY CLERK
By:

APPROVED AS TO FORM:

WALTER CHUNG,CITY ATTORNEY
By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON,RISK MANAGER
By:

APPROVED
Amanda L. Guy
20240117085219
“Contractor”
CAROLLO ENGINEERS, INC., a Delaware
corporation
By:

Name/Title
By:

Name/Titleme/Title/Titl
02/13/2024 C4 17 of 99

00051960 4 Exhibit A
4861-5394-9854, v. 2

EXHIBIT A

REQUEST FOR PROPOSALS

02/13/2024 C4 18 of 99

ADDENDUM NO. 1

REQUEST FOR PROPOSALS (RFP)
8344 Sewer Master Plan Update

1 ADDENDUM NO. 1
to

REQUEST FOR PROPOSALS (RFP)
for

CITY OF VISTA AND BUENA SANITATION DISTRICT

SEWER MASTER PLAN UPDATE
CIP No. 8344

October 19, 2023

Note: All proposers must acknowledge receipt of Addendum No. 1 in the cover letter of the proposal.

1. Section VII. B. 6. c. is amended as follows to remove reference to “project construction costs”:

c. Provide three (3) similar projects which your firm has completed within the last 5 years. Projects currently being performed may be submitted for consideration.

Project information should include a brief project description, agency or client name, their telephone number(s), and the year of project completion. and the project construction cost. Consultant to provide minimum one (1) sample work product, as separate attachment (PDF).

2. Section III. B. 4. P. i. is amended as follows to clarify software licensing expectations:

i. Purchase and provide to city/district fully operable and licensed copy of selected/approved hydraulic modelling software suite. If selected software is annual subscription based, consultant to provide minimum one-year license commencing at date of final acceptance by city.

End of Addendum No. 1
02/13/2024 C4 19 of 99

1 of 29

REQUEST FOR PROPOSALS (RFP)

FOR PROFESSIONAL SERVICES

FOR

CITY OF VISTA AND BUENA SANITATION DISTRICT

SEWER MASTER PLAN UPDATE
CIP No. 8344

Issue Date: October 9, 2023

Submittal Deadline: November 13, 2023 @ 4pm

02/13/2024 C4 20 of 99

2 of 29

REQUEST FOR PROPOSALS

SEWER MASTER PLAN UPDATE

I. INTRODUCTION

The City of Vista (City) and Buena Sanitation District (District) are soliciting proposals from qualified professional consulting firms (Consultant) to prepare a Sewer Master Plan update.

This RFP includes a description of the proposal requirements, criteria for selection, and the scope of services to be provided by the Consultant.

All interested firms must have sufficient, readily available resources in the form of trained personnel, support services, specialized subconsultants, and financial resources to carry out the work without delay or shortcomings.

All Consultants must create an account on the City’s Electronic Bidding System, OpenGov Procurement to submit a proposal. Consultants can register using the ‘Sign Up’ link at the top of the page at:

https://secure.procurenow.com/portal/cityofvista

Once registered, Consultants must download this solicitation in order to appear on the Bidder’s List as a “Prospective Bidder.” Consultants that fail to specifically download this solicitation will not appear on the Bidders’ List and will be unable to participate or be considered for this RFP. See further instructions related to OpenGov Procurement under Section VIII (Proposal), below.

The Consultant and all subconsultants shall have a City of Vista Business License prior to award of contract. Business licenses can be obtained at www.vistabl.com . A City of Vista Business License is not required to propose on this request for proposals.

II. BACKGROUND AND PROJECT DESCRIPTION

The City of Vista owns and operates over 215 miles of sewer collection pipelines and one small capacity pump station, the Raceway Pump Station. The City of Vista and the City of Carlsbad jointly own and operate two additional large capacity pump stations (Agua Hedionda and Buena Vista Pump Stations) and associated pipelines. The Buena Sanitation District, which is an entity of the City, owns and operates 101 miles of sewer collection pipelines and one large capacity pump station. The City and District have interagency flow agreements with the City of Carlsbad, the City of Oceanside, the City of San Marcos, and the Vallecitos Water District.
02/13/2024 C4 21 of 99

3 of 29

Both collection systems convey sewage to the Encina Wastewater Authority (EWA) for treatment, a joint powers authority governed by member agencies including City of Vista, Buena Sanitation, City of Carlsbad, Vallecitos Water District, Leucadia Wastewater District and City of Encinitas. The City and District are member agencies of EWA and pay a fair share of treatment and capital improvements costs at the Encina Water Pollution Control Facility.

In August 2017, the City and District adopted a Sewer Master Plan (SMP) update prepared by HDR Engineering, Inc. This Sewer Master Plan Update was based on the City of Vista’s 2030 General Plan (adopted in 2012) and the then current General Plan of the County of San Diego, and the various wastewater contributing interflow agencies.

The 2017 SMP identified a list of Capital Improvement Program projects needed to address capacity deficiencies in the existing and 2030 build-out conditions. To date, many of these CIP projects have been completed and need to be incorporated into the SMP hydraulic modelling.

The City of Vista has recently embarked on a citywide 2050 General Plan update with a final working draft anticipated in early/mid-2024. This Sewer Master Plan Update will be based on the 2050 General Plan, however if the timing doesn’t align, the Sewer Master Plan Update may be based on the current 2030 General Plan. The City of Vista completed its sixth cycle Housing Element in 2021 which is valid through 2029. The Housing Element combined with the current 2030 General Plan addresses many of the assumptions regarding density and build out conditions throughout the city and district that will need to be addressed by the Sewer Master Plan update should the 2050 General Plan not be available in a timely manner. Incorporation of changes or other relevant updates from the final draft of the 2050 General Update shall serve as buildout scenario The consultant shall remain flexible and work with City staff regard the timing of the General Plan Update and which will be used as the basis of the SMP.

Since adoption of the 2017 SMP, there have been significant changes to California affordable housing laws to promote increased density including but not limited to SB-9, SB-10, and various Accessory Dwelling Unit (ADU) laws. As a result, the City has seen an increase in the rate at which ADUs and multifamily development are being constructed. This combination of changes is anticipated to affect population density and wastewater flows for the city and district. Likewise, the County of San Diego, who makes up the majority of Buena Sanitation District, and other flow contributing agencies have experienced many of the same changes which will need to be addressed in this update. The consultant will be tasked with researching the various laws and making assumptions and recommendations on density to include in the hydraulic model build out condition.

4 of 29
consultant shall review the system modifications implemented since the 2017 SMP and ensure they are correctly depicted within GIS and subsequently the hydraulic model.

Upon completion and approval of the hydraulic model, the city and district desire to own and operate a copy of the model in-house. By maintaining the hydraulic model in- house, enhancements or additions resulting from CIP or private development projects and/or updated flow data can be modeled to observe their effect on the system and can be used for future decision making. Additionally, the impacts of development, densification, and up-zoning can be analyzed at-will to streamline the permitting process. The consultant will be tasked with providing the city/district with all necessary digital files and licensing required to own and operate the completed hydraulic model in- house. Additionally, the consultant shall provide training to select staff on the selected hydraulic modelling software.

Previous SMP updates have included a programmatic EIR based on the CIP projects identified in the study. The City wishes to include a programmatic EIR as an optional task in the SMP contract which may be exercised at City discretion once a list of Capital Project scopes are identified by the study.

Additional information regarding the City of Vista and Buena Sanitation District sewer utilities program is located on the city’s website:

https://www.cityofvista.com/departments/engineering/construction-projects/sewer

A limited interactive version of the GIS on available on the following website:

https://gis.cityofvista.com/VistaGIS/

The current Capital Improvement Program and Operating Budgets are available on the following website:

https://www.cityofvista.com/departments/engineering/construction-projects/cip- projects

The Vista General Plan 2030 is located here:

https://www.cityofvista.com/departments/community-development/permits- forms/vista-general-plan-2030

The City of Vista’s 2050 General Plan Update status page is located here:

https://vista2050.com/

The City of Vista 2021-2029 Housing Element is located here:

02/13/2024 C4 23 of 99

5 of 29
https://records.cityofvista.com/WebLink/DocView.aspx?dbid=0&id=2019929&pag e=1&cr=1

The County of San Diego General Plan Update is located here:

https://www.sandiegocounty.gov/pds/generalplan.html

A copy of the hydraulic model or GIS will not be made available for this RFP.

III. PROPOSED SCOPE OF SERVICES

The Consultant shall furnish all services as required to prepare a Sewer Master Plan update. Proposals will be evaluated and ranked by a selection committee through a qualification based selection process using the following criteria: Project Manager and teams experience with similar work; demonstrated understanding and suggested modifications to the scope of work; description of staff involvement including meetings and workshops; data information needed from the City and District; and can demonstrate innovative, advanced, and well-thought-out methodologies that the City may not have specifically identified in the scope of work. The selection committee will short-list two Consultants with the highest ranked proposals for a presentation and interview prior to final Consultant selection.

The scope of services shall generally include the following, not necessarily in this chronological order:

A. Data Gathering

1. Rapidly evaluate sewer system to identify and physically implement/install key temporary flow monitoring locations for the 2023/24 wet-weather season.

2. Obtain and review asset list of sewer assets available in GIS.

3. Obtain and review the Vista General Plan 2030 which was adopted by the City Council in 2012.

4. Obtain and review the Vista 2021-2029 Housing Element.

5. Obtain and review the Vista 2050 General Plan Update draft when available.

6. Obtain and review the County of San Diego General Plan.

7. Obtain and review all applicable Local and State Laws regarding affordable housing including SB-9, SB-10, and various Accessory Dwelling Unit laws.

8. Obtain and review flow data. The following meters from ADS Prism are available:
a. Encina_V1 - Vista-Carlsbad Interceptor at the end of Haymar Road in Carlsbad.
b. Encina_V2 - Raceway Pump Station
c. Encina_B2 - Buena Creek Pump Station

9. Obtain and review the following reports:
a. Sewer Master Plan Update 2017
b. Sewer System Management Plan (SSMP)
02/13/2024 C4 24 of 99

6 of 29

10. Obtain and review completed CIP and private development projects related to sewer.

B. Master (Capacity) Plan Update

1. Review with City staff recent capital improvements projects constructed and currently in design.

2. Sewage Generation Rate
a. Determine planning criteria for current and future flows based on flow monitoring data, Encina Wastewater Authority (EWA) monthly capacity reports, EWA Comprehensive Annual Financial Report (CAFR), and wastewater flow projections.
b. Determine wet weather peaking factor.
c. Conduct any additional flow metering that should be performed to refine the planning flow rate per equivalent dwelling unit (EDU) and/or determining the wet weather peaking factor.
i. For estimating purposes, assume 4 to 6 meters for 2 weeks. d. Review and recommend updates to the current sewer generation rates for residential (single family, multi-family, duplex, condominium), commercial, hotel/motel, and other land uses.

3. GIS Data Update
a. Consult with Vista GIS and engineering staff to obtain current GIS sewer infrastructure dataset.
b. Review the system modifications implemented since the 2017 SMP and ensure they are correctly depicted within GIS and subsequently the hydraulic model.
c. Provide dataset (as applicable) to Vista GIS staff for integration back into City geodatabase, support data re-integration, including updated hydraulic flow value attribute for each pipeline
d. Provide a 40-hour GIS task allowance for separate city/district authorization beyond the GIS work identified as part of the baseline scope of work.

4. Sewer Model
a. Identify software suite to be used for hydraulic modelling. b. Create a computerized geospatial sewer model of the entire sewer system within selected software suite.
c. Analyze existing flow conditions based on current population density data as well as built-out condition in target year (to be decided as part of analysis) using the Vista General Plan 2030 and/or 2050 General Plan, 2021-2029 Housing Element, various housing laws (SB9, SB10, ADUs), Downtown Specific Plan, and County of San Diego General Plan. Model shall include the VC Interceptor up to the VC2 reach, i.e. include VC1.

The model shall include the entire “new” Buena Outfall/FM in Palomar Airport Rd. to EWA.
d. Sewer model to analyze opportunities for redundancy/bypass utilizing existing or future interagency connections including but not limited to Vallecitos Water District and the City of Carlsbad.
02/13/2024 C4 25 of 99

7 of 29
e. Once the model of the entire system is generated, conduct half-day (min) presentation/meeting with select city staff to go over major flow paths, model assumptions, flow data used, etc. prior to full execution of model. f. Incorporate projected growth for Vista based on SANDAG 2030 Forecast. g. Where the County of San Diego General Plan Update conflicts with the Vista General Plan in Vista’s sphere of influence, Consultant shall use Vista General Plan.
h. Incorporate flows from Oceanside, San Marcos, and Vallecitos Water District.
i. Model flows from Vista to Oceanside.
j. Technical Memorandum: Prepare a TM describing the impacts of various housing laws, General Plans, and Housing Element.
k. Use City-specified naming convention for pipe segments. l. Model existing flow rates (peak dry, peak wet), d/D, q/Q, and velocities. m. Model future build out flow rates (peak dry, peak wet), d/D, q/Q, and velocities.
n. Develop scenarios for certain portions of the service area that will remain on septic.
o. Provide compatible GIS layer based on the hydraulic model that includes, but it not limited to the following:
i. Pipe flow estimates for current and future peak dry and wet weather flows and d/D.
p. Provide Fully Operational Hydraulic Model
i. Purchase and provide to city/district fully operable and licensed copy of selected/approved hydraulic modelling software suite. ii. Provide all required digital files for use by city/district for in-house stand-alone modelling.
iii. Provide in-person or virtual training on selected modelling software for up to three (3) city/district staff, as deemed adequate by the city. q. Provide a 40-hour task allowance for separate city/district authorization beyond the sewer model work identified as part of the baseline scope of work for as-needed hydraulic analysis of development projects under current hydraulic model while new model is finalized.

5. Update, analyze, prepare, and prioritize a list of capacity enhancing projects. a. Provide planning level cost estimate including all design, environmental, right-of-way, construction, and construction management costs.

6. Long-Term Sewer Flow Measurement Plan
a. Recommend strategic locations for the City to monitor flow for purposes of measuring Inflow and Infiltration (I&I).

7. Report
a. Provide a report that includes the following:
i. Executive Summary
ii. Introduction, History, and Background
iii. Definition of study area
iv. Description of collection system
v. Description of wastewater flow including review of historical data 02/13/2024 C4 26 of 99

8 of 29
vi. Flow Projection Methodology
vii. Design Criteria
viii. Capacity Analysis
ix. Inflow and Infiltration Analysis
x. Recommended capacity projects (maps and asset IDs)
b. Provide four (4) Draft bound hard copies of the report and one PDF copy. c. Incorporate City comments and provide four (4) Final bound hard copies and PDF.

8. Optional Services: Presentation to City Council
a. Prepare two presentations to City Council if necessary. b. Scope shall include a mock presentation to City staff prior to presentation to City Council.

C. OPTIONAL - Update Program Environmental Impact Report (PEIR)

1. Upon completion of the Master Plan Update, Consultant shall present recommended capacity enhancing projects to City of Vista staff. At discretion of City, and based on foreseen environmental impacts analysis, Consultant may be required to update the City’s Program Environmental Impact Report (PEIR) pursuant to the California Environmental Quality Act (CEQA) (Public Resources Code, Section 21000, et seq.) and the State CEQA Guidelines (California Code of Regulations Section, 15000, et seq.).

2. Notice of Preparation (NOP)
a. Consultant shall prepare and distribute an NOP for the project pursuant to State CEQA Guidelines Section 15082 (a). Consultant shall also prepare a summary of the NOP comments received by the City. Please note that the City does not anticipate undertaking a Scoping Meeting for this project.

3. Draft PEIR
a. Consultant shall prepare a Draft PEIR for public review pursuant to State CEQA Guidelines Sections 15120 to 15131. The Draft PEIR shall address a minimum of three (3) project alternatives, which must include a No Project/No Build Alternative. The alternatives will be finalized through consultation with City staff.
b. Consultant shall assume a minimum submittal of two (2) screencheck reviews of the PEIR prior to receiving City approval to prepare the Draft PEIR document.
c. Consultant shall provide five (5) hard copies of all screencheck documents submitted, with an MS Word version on one (1) CD-ROM included with each submittal. Submittals of screencheck Appendices shall be provided on one (1) CD-ROM in Adobe PDF format.
d. Consultant shall provide ten (10) hard copies of the Draft PEIR to the City for its use, including one (1) CD-ROM of the complete document (including Appendices) in Adobe PDF format.
e. Consultant shall prepare and file a Notice of Completion (NOC) along with the statutorily required number of copies of the Draft PEIR with the State Clearinghouse. It is anticipated that this submission would include digital 02/13/2024 C4 27 of 99

9 of 29
versions of the document. Consultant shall also prepare and send out a Notice of Availability (NOA) to review the Draft PEIR to a mailing list compiled with the help of City staff. City shall pay any applicable fees (e.g., newspaper legal ad, San Diego County Clerk, etc.). f. Consultant shall review all public written comments to the Draft PEIR, prepare Response to Comments (RTC, 1 draft and 1 final), and prepare all required revisions to the Draft PEIR text and/or graphics. Consultant shall review RTC with City staff. Consultant shall assume responding to up to fifty (50) substantive public comments on the Draft PEIR, and shall also assume one (1) screencheck version and one (1) final version of the RTC.

4. MMRP/Findings/Overriding Considerations
a. Consultant shall prepare an update to the Mitigation Monitoring and Reporting Program (MMRP) pursuant to State CEQA Guidelines Section 15097, subject to the review of City staff.
b. Mitigation measures contained in the PEIR will be developed in consideration for future monitoring requirement and shall be written in sufficient detail to address impacts at the project level, referencing the appropriate permits as required.
c. The consultant shall prepare the Findings of Fact pursuant to State CEQA Guidelines Section 15091. Should a Statement of Overriding Considerations (SOC) be required, the consultant shall prepare the SOC pursuant to State CEQA Guidelines Section 15093, subject to the review of City staff.

5. Final EIR
a. Consultant shall prepare a Final PEIR pursuant to State CEQA Guidelines Section 15132.
b. Consultant shall assume a minimum submittal of one (1) screencheck review prior to receiving City approval to prepare the Final PEIR document. Consultant shall provide three (3) hard copies of the screencheck document, with an MS Word version on one (1) CD-ROM. c. Consultant shall provide five (5) hard copies of the Draft PEIR to the City for its use, including one (1) CD-ROM of the complete document (including Appendices) in Adobe PDF format.
d. City shall prepare the Notice of Determination (NOD) and file it (fees to be paid by the City) with the San Diego County Clerk.

6. Optional Services: Presentation to City Council
a. Prepare two presentations to City Council if necessary. b. Scope shall include a mock presentation to City staff prior to presentation to City Council.

02/13/2024 C4 28 of 99

10 of 29
IV. CITY RESPONSIBILITIES

The City will be responsible for the following:

1. Furnish Data: Furnish all reasonably available records and information, including reports, budgets, sewer flow data, CCTV, and GIS files.

2. Staff Support: Provide staff support and time as required and agreed to in advance of the study.

3. Payment of any permit and recording fees.

4. Process and respond to requests to the City.

5. Provide contact information for both internal staff and external stakeholders.

6. Review submittals from the Consultant in a timely manner.

7. Submit CEQA Environmental documents to State Clearinghouse,

V. COORDINATION

Coordination with the City, other Consultants and other involved agencies will be required. Agency coordination may include, but is not limited to Encina Wastewater Authority, Vista Irrigation District (VID), City of Carlsbad, and other agencies as appropriate.

The City will decide the manner in which the project coordination is undertaken. At the City’s option, coordination efforts may be performed by the Consultant’s direct contact, by the Consultant acting though the City or by the City only. When coordination efforts require agreement, such agreement shall be coordinated through the City.

VI. PROJECT PROGRESS

The Contract shall begin upon approval by the City, and the Consultant shall commence work after notification to proceed by the City.

The Consultant is advised that any recommendation for contract award is not binding on the City until the Agreement is fully executed and approved by the City.

Progress Review Meetings shall be held at intervals deemed appropriate by the City. At or before each of these meetings, the Consultant shall furnish two (2) copies of all completed or partially completed work products which have been developed or altered since the last Progress Review Meeting.

Progress Reports shall be submitted at monthly intervals, indicating progress achieved during the reporting period in relation to the progress scheduled. The Consultant shall provide the City with the Progress Report at least four (4) working days before the Monthly Progress Meeting.

02/13/2024 C4 29 of 99

11 of 29
VII. PROPOSAL

A. Schedule. The City’s schedule for the selection process is as follows:

1. City Releases RFP October 9, 2023

2. Deadline for questions October 23, 2023 at 4:00 PM

3. Proposals Due November 13, 2023 at 4:00 PM

4. Notice of Consultant Shortlist November 16, 2023

5. Consultant Interview November 27/28, 2023

6. Notice of Consultant Selection December 1, 2023

7. Complete Negotiation of Agreement December 11, 2023

8. Council Award January 9, 2024

A Notice to Proceed for this project is tentatively scheduled to be issued in January 2024. Upon issuance of Notice to Proceed, the Consultant shall submit a detailed schedule for the project including milestones and progress reports.

All dates are subject to change, and the City reserves the right to extend the date by which proposals are due.

All questions must be submitted via “Q&A” through the City’s Electronic Bidding System, OpenGov Procurement. Phone call questions will not be accepted. Answers to all submitted questions will be provided in an addendum through OpenGov Procurement.

To receive addenda and submit a proposal, Consultants shall register on the City’s Electronic Bidding System at https://secure.procurenow.com/portal/cityofvista . Once registered, Consultants must download the RFP while logged in under their own name and identification number to appear on the Electronic Prospective Bidders List as a “Prospective Bidder.” Consultants that fail to download the RFP will not appear on the Electronic Prospective Bidders List and their proposals will be considered non- responsive. If a Consultant is unable to register or download the RFP from OpenGov Procurement, a Consultant representative may contact OpenGov Procurement to troubleshoot the problem.

All proposal documents and supplementary documents must be uploaded to OpenGov Procurement prior to event date and time as instructed in this solicitation. Once file(s) have been uploaded and the Submission Status shows as “Submitted” the submission is complete. At that point respondents will receive an email confirmation from OpenGov Procurement.

OpenGov Procurement will determine the official time for the advertised proposal due date and such determination will be final. Any proposals not received in a timely manner on the Proposal Due Date, as described above, will not be considered.

02/13/2024 C4 30 of 99

12 of 29
B. Requirements.

In order to maintain uniformity with all proposals furnished by the Consultants, the City requests that the proposals be limited to a maximum of twenty five (25) single-sided 8.5” x 11” pages (excluding cover letter, front and back covers, section dividers and resumes). 11” x 17” single-sided foldouts may be used for graphics only and will count as one page. Proposals shall include the following elements:

1. COVER LETTER – A cover letter shall summarize key elements and guarantee that key personnel will be committed to perform the required tasks throughout the duration of the contract. The cover letter shall be limited to two (2) pages and shall include a contact name, email, phone number and full address for the Consultant. The cover letter shall include a statement that the Consultant can meet the City’s insurance requirements and is prepared to execute the Professional Services Master Agreement as written, and will not make any changes to the project team without authorization of the City. In cases, where a team member voluntary leaves a firm, the Consultant shall provide the City a proposal for a substitute team member subject to the approval of the City.

2. COMPANY INFORMATION
a. Identification of Responder;
b. Legal name and address of the company (partnership, corporation, joint venture, etc.);
c. Identification of the parent company (if applicable); d. Addresses of offices located in San Diego County;
e. Number of employees in San Diego County;
f. Name, title, address and telephone number of person to contact concerning the proposal.

3. PROJECT UNDERSTANDING AND APPROACH – Discuss the Consultant’s understanding of the project, and any suggestions or special concerns that the City and the Consultant should address for a successful project. Provide a narrative rendition of the technical and management approach proposed for this project. Show how all required tasks are to be completed.

4. DETAILED SCOPE OF SERVICES
a. Provide a detailed scope of work containing any additional services or tasks the Consultant sees as necessary for the successful completion of the project. The scope of work shall include any information required to further clarify the scope of work included in the RFP. The scope of work shall reflect the schedule and fee estimate included in this section. b. Provide a detailed project schedule, including stages of work, time frames, and ability to perform the required services in a timely manner. c. Provide a detailed breakdown of the number of hours for each staff classification (including both professional and administrative 02/13/2024 C4 31 of 99

13 of 29
classifications) as they relate to each task identified in the Scope of Work.

A fee table will not be required at this time. Consultants selected for interview will be asked provide a final fee table at the interview.

5. PROJECT TEAM AND ORGANIZATION CHART
a. Describe project organization, including identification and responsibilities of key personnel.
b. Indicate roles of prime and all sub-consultants.
c. Provide a discussion of the experience of the Project Manager and other key staff members that would be involved with this project. d. Provide resumes of the Project Manager, Project Engineer, and other key staff members who will work on this project. The resume shall include relevant experience, education, licenses, and certifications. The resume for each individual shall not exceed one (1) page in length. Resumes shall be included as an appendix to the main document.
e. Describe proposed line-of-communication between the City, prime team members, and sub-consultants.

6. EXPERIENCE
a. Provide a brief description of consultant's experience in completing similar projects within the last 5 years.
b. Provide a detailed discussion of specialized experience in completing scope of required services listed above.
c. Provide three (3) similar projects which your firm has completed within the last 5 years. Projects currently being performed may be submitted for consideration. Project information should include a brief project description, agency or client name, their telephone number(s), the year of project completion, and the project construction cost. Consultant to provide minimum one (1) sample work product, as separate attachment (PDF).
d. Identify team members proposed for this project and their roles on the representative similar projects.

7. REFERENCES – The Consultant shall provide a minimum of three (3) references for similar projects for the prime firm. At least one reference shall be from the projects listed in Item 6.c of EXPERIENCE. At a minimum, each reference shall include the client’s name and location, number of projects completed for the client, client contact name and phone number.

8. STANDARD HOURLY BILL RATES (separate electronic file uploaded to OpenGov Procurement) – The Consultant’s Standard Hourly Billing Rates for all classifications of staff likely to be involved in the project shall be included along with the mark-up rate for any non-labor expenses and sub-consultants.

02/13/2024 C4 32 of 99

14 of 29

9. EXCEPTIONS TO RFP – Provide a statement that the Consultant has read, understands, and takes no exception to the RFP or the terms of the City’s Standard Consulting Agreement, attached as ATTACHMENT “A”. If the Consultant does take exception(s) to any portion of the RFP, the specific portion to which exception is taken shall be identified and explained.

10. ADDENDA TO THE RFP – Provide a statement that the Consultant has received all addenda, and include the addendum numbers and dates.

11. All copies shall be signed by an individual or, if a corporation, a corporation officer with the power to bind the company or corporation to its proposal. To be considered, all proposals shall be completely responsive to this RFP.

VIII. CRITERIA FOR SELECTION

The City's consultant evaluation and selection process is based on Qualifications Based Selection (QBS) for professional services. An evaluation committee appointed by the City Engineer will review the proposals. The criteria and weight for evaluating the proposals submitted will be as follows:

1. Project Understanding: Demonstrated understanding of the project requirements, degree of creativity and innovation demonstrated with respect to the project approach and scope of work, and reasonableness of the schedule for the work and how the time has been allocated to specific tasks (30 points)

2. Responsiveness to Client’s Needs: Familiarity with City, State, and federal requirements and procedures, thoroughness and completeness of proposal in response to RFP, and familiarity with trends affecting build out conditions. (20 points)

3. Firm’s Experience with Similar Projects: Technical experience of project team in performing work of a closely related nature, experience working with public agencies, record of completing work on schedule and within budget. (15 points)

4. Staff and Project Experience: Qualifications of project team staff members, key personnel’s level of involvement in performing related work, logic of project organization, and adequacy of labor commitment. (15 points)

5. Knowledge of Sewer System: Familiarity of sewer system owned and operated by CoV/BSD, regional interagency flow agreements/opportunities, basins, and pump stations. (10 points)

6. Quality of Work Product: Demonstrated technical ability based on relevance and quality of sample work product provided. (10 points)

The fee schedule of the top ranked Consultant will be opened at the conclusion of the consultant evaluation and selection process. Fees will not be used to determine the ranking of the consultants. The City may interview a short list of top ranked qualified consultants or proceed directly to negotiating the final fee schedule with the top ranked consultant. The ultimate consultant selection will be based upon both technical merit and value to the City.
02/13/2024 C4 33 of 99

15 of 29

The contract award, if any, will go to the Consultant whose proposal best serves the interests of the City, as it determines in its sole discretion according to the evaluation criteria described above.

IX. REQUIREMENTS FOR PROVIDING SERVICES

The selected Consultant shall be expected to comply with all applicable federal, state, and local regulations, and contract provisions. The selected consultant will be expected to perform the work as described in this RFP.

Consultant shall carry out the instructions received from the City and shall cooperate with the City and other involved agencies.

The Consultant will be required to assume responsibility for all services offered in their proposals. The selected consultant will be the sole point of contact with regard to contractual matters, including payment of any and all charges resulting from contracts.

The Consultant shall have a Quality Control and Quality Assurance (QA/QC) plan in effect during the entire time work is being performed under the Agreement. The QC/QA plan shall establish a process whereby plans and other work products are independently checked, corrected, and back checked, and all job-related correspondence and memoranda are dated and then bound in appropriate job files.

Consultant is responsible for researching available records, determining their usefulness on this project, and paying any charges for copies of records.

All exhibits, studies, reports, plans, specifications, estimates, calculations, and other documents shall be prepared in accordance with the scope of work. Plans and exhibits shall be computer drafted in AutoCAD, ArcView or other compatible software and delivered to the City of Vista at project completion on electronic media in a format readable by the City, along with .pdf files for archival purposes.

The exhibits, studies, reports, plans, specifications, estimates, calculations, and other documents furnished under the Agreement shall be of a quality acceptable to the City. All work products shall be of neat appearance, well organized, technically and grammatically correct, internally consistent, thoroughly reviewed and checked, dated, designated with an accurate “percent complete” number, and having the maker and checker identified. The minimum standard of appearance, organization and content of the drawings and other work products shall be that of similar types provided by the Consultant in its Proposal as Sample Work Products and as set forth in related City of Vista standards and guidelines.

The Consultant shall modify its work as necessary to meet the level of acceptability defined by the criteria above.

The Consultant has total responsibility for the accuracy and completeness of the studies, reports, exhibits, plans and related designs, specifications and estimates prepared and shall check all such materials accordingly. The reports, plans, and other work products will be reviewed by the City for conformity with the requirements of the Agreement. Reviews 02/13/2024 C4 34 of 99

16 of 29
by the City do NOT include detailed review or checking of design or the accuracy with which such designs are depicted on the plans. The responsibility for accuracy and completeness of such items remains solely that of Consultant.

All completed work, including surveys, workshop documents, schematic designs, ancillary reports, calculations, correspondence, and all other work product developed as part of this project, whether in written, video, or electronic formats, becomes the property of the City at the end of the project.

X. ESTABLISHMENT OF FEES

The Consultant shall be paid based upon hourly rates and unit costs for services rendered as negotiated. Sub-consultant costs shall be allocated on a per task basis but does not need to be broken out by each staff classifications. The City limits mark up for sub- consultants and direct costs to 5%. This information will be used by City staff to evaluate the reasonableness of the estimated cost of services and will be used in negotiating the final fee amounts for the contract agreement. Hourly rates shall be based on work occurring in 2024. Proposed rates shall clearly correlate with names and classifications of staff likely to be involved with the projects.

The Consultant shall be paid based upon hourly rates for services rendered as negotiated.

There will be no compensation to the Consultant for hours expended due to the Consultant’s errors and omissions. There will be no adjustments including an increase in the hourly rate.

XI. METHOD OF PAYMENT

The Consultant shall submit monthly invoices to the City. Each invoice shall include a detailed breakdown of the services, the tasks, the hours, the personnel, and staff type who worked on the project, and hourly rates. No more than 85 percent of the total payment amount will be made prior to the final completion and approval of all work and delivery of final products.

XII. CONSULTING AGREEMENT

A sample Standard Consulting Agreement is enclosed for review, as Attachment “A”.

The RFP and the Consultant’s Proposals will be attached and become part of the Agreement as exhibits.

Any subsequent changes in the RFP from the date of issuance to the date of submittal will result in an addendum by the issuing office to those parties who have provided the proper notice of interest in responding to the RFP.

02/13/2024 C4 35 of 99

17 of 29
The signer of the proposal must declare in writing that the only person, persons, company or parties interested in the proposal as principals are named therein; that the proposal is made without collusion with any other person, persons, company, or parties submitting a proposal; that it is in all respects fair and in good faith without collusion or fraud; and, that the signer of the proposal has full authority to bind the principal proposer.

Please refer to the sample agreement for the necessary amounts of general liability, automotive, worker’s compensation and professional liability insurance. The appropriate endorsements are also shown within the sample contract agreement. The insurance certificate shall include the City of Vista and the Buena Sanitation District, its officers and employees as insured or additional insured.

XIII. ASSIGNED REPRESENTATIVES

The City will assign a responsible representative to administer the contract, and to assist the Consultant in obtaining information. The Consultant also shall assign a responsible representative (Project Manager), who shall be identified in the proposal.

The Consultant’s representative will remain in responsible charge of the Consultant’s duties from the Notice-to-Proceed through project completion. If the Consultant’s Project Manager should be unable to continue with the project, then the Consultant shall notify the City’s representative in writing. The City’s representative shall first approve any substitution of representatives or sub-consultants identified in the proposal in writing. The City reserves the right to review and approve/disapprove all key staff and sub-consultant substitution or removal, and may consider such changes not approved to be a breach of contract. This breach of contract will not apply if the Project Manager leaves the Consulting firm.

XIV. RIGHT TO REJECT PROPOSALS

The City reserves the right to delay the project or reject any or all proposals submitted and no representation is made hereby that any contract will be awarded pursuant to this RFP or otherwise.

The City reserves the right to extend the due date for the proposal, accept or reject any or all proposals received as a result of this request, negotiate with any qualified consultant or cancel this RFP in part or in its entirety. The City may require the selected consultant to participate in negotiations and to submit such technical, fee, or other revisions of their proposals as may result from negotiations.

All costs incurred in the preparation of the proposal, the submission of additional information and/or any aspect of a proposal prior to award of a written contract will be borne by the Respondent. The City will provide only the staff assistance and documentation specifically referred to herein and will not be responsible for any other 02/13/2024 C4 36 of 99

18 of 29
cost or obligation of any kind, which may be incurred by the Respondent. All proposals submitted to the City of Vista become the property of the City.

XV. DISCLOSURE

The City is a public agency subject to the disclosure requirements of the Public Records Act, California Government Code Section 6250 et seq. These requirements include an exemption for “trade secrets”. If any proprietary information is contained in or attached to the written proposal, it must be clearly identified. In order to protect trade secrets from disclosure, pursuant to a public Records Acts request, you must agree in writing to defend and indemnify the City of Vista if litigation results.

XVI. LATE, MODIFIED, OR WITHDRAWN PROPOSAL

Any Proposal received after the exact time specified for submittal will not be considered.

Any modification of a proposal, except a modification resulting from the City's request for "best and final" offer, is subject to the same conditions as the initial submission.

Proposals may be withdrawn by written notice received at any time prior to Notice of Intent to Award. Thereafter, all proposals constitute firm offers, subject to negotiation and execution of definitive documents that will remain open and cannot be revoked, withdrawn, or modified for a period of six (6) months thereafter.

XVII. CONCLUSION

If after reviewing the above requirements, the Consultant is interested in proposing your services to the City of Vista, the Consultant should submit a proposal through OpenGov Procurement. All submittals must be submitted in OpenGov Procurement by the date and time listed in this RFP.

The selected consultant will be asked to negotiate a final scope of work, fee, and schedule for the project. Small contracts up to $150,000 may be awarded by the City Manager. Larger contracts over $150,000 must be approved by the City Council.

All questions shall be submitted via OpenGov Procurement portal.

Attachment A: City of Vista Standard Consulting Agreement

02/13/2024 C4 37 of 99

19 of 29
ATTACHMENT “A”

Standard Consulting Agreement

02/13/2024 C4 38 of 99

20 of 29

CONTRACT FOR PROFESSIONAL SERVICES

TYPE OF SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084

Working Contact: workingname
Billing Contact: billingname
The “Contractor”

NAMEX, statusx
Address1
Address2

Contact: contactname

2.0 BASIC TERMS

2.1 The “Services” to be performed by Contractor are set forth in the Request for Proposals attached as Exhibit A.

2.2 The “Required License” for the Services is: type.

2.3 Contractor, an entity holding the Required License, desires to enter into this “Contract” with City for the Services.

2.4 The “Project” for which the Services are required is described in Exhibit A.

2.5 Contractor has submitted to City a Proposal to perform the Services dated proposaldate (“Exhibit B”).

2.6 The “Contract Ceiling Price” is: pricex

2.7 Any references in Exhibit A or Exhibit B to “Consultant” shall mean Contractor for the purposes of this Contract.

3.0 CONTRACT TERM

3.1 This Contract shall take effect as of the Contract Date.

3.2 This Contract shall be in effect for xx calendar months (“Term”) from the Contract Date. The Term may be extended at the City’s option for an additional yy months, in increments of City’s choice, for a maximum Term of zz months from the Contract Date.

02/13/2024 C4 39 of 99

21 of 29

5.0 COMPENSATION

5.1 City shall pay Contractor for the Services to be performed as set forth in Exhibit B.

5.3.1 The changes, additions, and deductions to be made.

5.3.2 The increase or decrease in compensation due the Contractor, if any.

5.3.3 Adjustment in the time of completion, if any.

5.4 Contract Ceiling Price

5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this contract.

22 of 29
this Contract is exceeded unexpectedly, payment shall be made as mutually agreeable and disputes shall be handled pursuant to this Contract, but work shall cease as soon as is reasonably feasible once the cost ceiling plus allowable change orders, if any, is exceeded.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit A.

8.0 STANDARD OF PERFORMANCE

9.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

This Contract is not intended to create the relationship of partnership, joint venture, or association between City and Contractor.

02/13/2024 C4 41 of 99

23 of 29

Neither Contractor nor Contractor’s officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. City will not make any federal or state tax withholdings on behalf of Contractor.

City shall not be required to pay any workers' compensation insurance on behalf of Contractor.

10.0 CIVIL RIGHTS

10.3 Contractor shall not knowingly give preferential treatment to any applicant for employment on the basis of race, color, ethnicity, national origin, ancestry, religion, 02/13/2024 C4 42 of 99

24 of 29
creed, physical disability, mental disability, medical condition, marital status, sex, or sexual orientation.

10.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also indemnify, defend, and hold harmless City, and its directors, officers, employees, and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor’s officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee, or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee, or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.

12.0 ASSIGNMENT AND SUBCONSULTING

25 of 29
Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Contract shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.

14.0 FINANCIAL RECORDS

Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made 02/13/2024 C4 44 of 99

26 of 29
available at Contractor's address indicated for receipt of notices in this Contract or the primary location from which services are rendered, whichever is closer.

16.0 CONFIDENTIALITY

16.3 Contractor’s obligations under this paragraph shall survive the termination of this Contract.

2.32 or 2.33 of the Vista Municipal Code, the Community Redevelopment Act (Health & Safety Code 33000 et seq.) and all regulations promulgated thereunder (collectively “Conflict Laws”). As a condition precedent to the formation of this Contract, Contractor warrants and covenants that it is adequately informed regarding the obligations and duties imposed by the Conflict Laws and that to the best of Contractor's knowledge and belief, there exists no conflict of interest (under the laws) that would disqualify the Contractor from participation in any decisions arising out of the performance of this Contract. Prior to commencement of any work in the performance of this Contract, Contractor shall comply with any applicable requirements of Chapter 2.32 of the Vista Municipal Code, including any requirement to file a financial disclosure statement with the City Clerk. Contractor further agrees that no employee, agent or subcontractor for 02/13/2024 C4 45 of 99

27 of 29
Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.

19.0 DUTY OF INDEMNIFICATION

19.1 To the fullest extent permitted by law, Contractor shall (1) immediately defend and (2) indemnify City, and its directors, officers, and employees from and against all liabilities regardless of nature or type that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor, or its employees, agents, or subcontractors. Liabilities subject to the duties to defend and indemnify include, without limitation, all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys’ fees; court costs; and costs of alternative dispute resolution (“Duty of Indemnification”). Contractor’s obligations to both defend and indemnify apply unless it is finally adjudicated that the liability or liabilities, in whole or in part, do not arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor or its employees, agents, or subcontractors. Defense counsel shall be approved by City.

19.2 The review, acceptance or approval of Contractor’s work or work product by any indemnified party shall not affect, relieve, or reduce Contractor’s indemnification or defense obligations. This Section survives completion of the services or the termination of this contract. The provisions of this Section are not limited by and do not affect the provisions of this contract relating to insurance.

19.3 Contractor’s costs of defense shall not exceed Contractor’s proportionate percentage of fault as adjudicated by a court of law, as required by California Civil Code section 2782.8.

20.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

21.0 SERVICE OF NOTICE

21.1 Any notice, which either Party may desire to give to the other Party, must be in writing and may be given by personal delivery to the Party’s Representative or by 02/13/2024 C4 46 of 99

28 of 29
overnight courier service to the Party’s address set forth in Section 1.0. Notice may also be given by mailing it by registered or certified mail, return receipt requested, to the other Party at the address set forth in Section 1.0. Any notice given by mail will be deemed given 48 hours after such notice is deposited in the United States mail, addressed as provided with postage fully prepaid.

21.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section

1.0. 22.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.

23.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.

24.0 APPLICABLE LAW, VENUE
This Contract shall be construed and enforced under the laws of the State of California.

If any action is commenced by any Party to this Contract, such action shall be filed in a court of competent jurisdiction within the County of San Diego, California.

26.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding between the Parties. No modification, amendment or alteration of this Contract shall be valid unless it is in writing and signed by all Parties. 02/13/2024 C4 47 of 99

29 of 29

[Continued on page 9.]

27.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.

“City”

CITY OF VISTA, a chartered municipal
corporation

By:

JOHN CONLEY, CITY MANAGER
JOHN B. FRANKLIN, MAYOR

ATTEST:

KATHY VALDEZ, CITY CLERK

By:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY

By:

RISK MANAGEMENT REVIEW:

DOLORES GASCON, RISK MANAGER

By:

“Contractor”

NAMEX, statusx

By:

Name/Title

By:

Name/Title

02/13/2024 C4 48 of 99

00051960 4 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS

02/13/2024 C4 49 of 99

00051960 4 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL

02/13/2024 C4 50 of 99

00051960 4 Exhibit C, Page 1 of 3

EXHIBIT C

INSURANCE REQUIREMENTS
Contractor shall procure and maintain for the duration of the contract, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors. Nothing in these provisions shall limit Contractor’s Duty of Indemnification.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

1. Commercial General Liability (“CGL”): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products, completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this Project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

Contractor shall also provide the additional coverages checked below and at least as broad as:

4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

If the Contractor maintains higher limits than the minimums shown above, City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either: the Contractor shall cause the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to City guaranteeing payment of losses and related investigations, claim administration, and defense expenses.
02/13/2024 C4 51 of 99

00051960 4 Exhibit C, Page 2 of 3
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

1. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.

2. For any claims related to this Project, the Contractor’s insurance coverage shall be primary insurance as respects City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by City, its officers, officials, employees, and volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

3. Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to City.

Claims Made Policies
If any coverage required is written on a claims-made coverage form:

1. The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.

3. If coverage is canceled or non-renewed, and not replaced with another claims- made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4. A copy of the claims reporting requirements must be submitted to City for review.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A:

VII, unless otherwise acceptable to City.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. 02/13/2024 C4 52 of 99

00051960 4 Exhibit C, Page 3 of 3
Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by the Contractor, its employees, agents and subcontractors.

Verification of Coverage
Contractor shall furnish City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a format least as broad as CG 20 38 04 13.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances.

02/13/2024 C4 53 of 99

00051960 4 Exhibit D

AGREEMENT TO COMPLY WITH CALIFORNIA LABOR LAW REQUIREMENTS [Labor Code §§ 1720, 1771.1, 1773.8, 1775, 1776, 1777.5, 1813, 1860, 1861, 3700]

NOT APPLICABLE TO THIS CONTRACT

02/13/2024 C4 54 of 99

2 EXHIBIT E

SPECIAL PROVISIONS
This Contract is subject to the following provisions, if checked:

1. State of California grant conditions, as attached.

2. Federal grant conditions, as attached.

3. Other conditions, as attached.

02/13/2024 C4 55 of 99

00051960 4 Exhibit B
4861-5394-9854, v. 2

EXHIBIT B
CONTRACTOR’S PROPOSAL

02/13/2024 C4 56 of 99

PROPOSAL

PREPARED FOR CITY OF VISTA AND BUENA SANITATION DISTRICT CIP No. 8344 / November 2023
Professional Services for City of Vista and Buena Sanitation District Sewer Master Plan Update 02/13/2024 C4 57 of 99

carollo.com
November 13, 2023
Ms. Erin Adams, Management Analyst
City of Vista and Buena Sanitation District
200 Civic Center Drive, Vista, CA 92084
Subject: Proposal for Professional Services for City of Vista and Buena Sanitation District Sewer Master Plan Update CIP No. 8344
Dear Ms. Adams,
The City of Vista (City) and Buena Sanitation District (District) are looking for a consulting engineer to develop an updated Sewer Master Plan. There are multiple drivers that make this project a challenge. First, a defensible capital improvement plan (CIP) that will guide system improvement needs requires a solid approach by a proven team with extensive experience helping similar agencies. Second, developing accurate wastewater flow projections requires a thorough understanding of the impact of densification due to affordable housing regulations and the updated general plan on collection system flows. Lastly, a user-friendly model is needed to help the City/District continue its hydraulic modeling program after this master plan is complete. Carollo has the right team and the right approach to meet these challenges and offers the following benefits:

Project success through a robust approach. Carollo’s approach focuses on efficient workflow, close coordination with City/District staff to avoid rework, and model development and calibration. This approach will help build the confidence of project stakeholders in the master plan and CIP.

Efficiency through a proven team. Our team has worked on many projects together, creating efficiency in work effort and communication that is second to none. Project Manager, Andrew Frost, brings proactive project management skills, a focus on client service, and experience managing projects of similar complexity and scope throughout San Diego County. Ryan Orgill and Tim Loper have worked together for the past 18 years on projects just like this one. They can anticipate potential challenges and respond with means and methods to keep the project moving forward while meeting the original objectives. Principal-in-Charge, Jeff Weishaar, has worked with the City on numerous projects, including the Vista Pump Station VFD and PLC Replacement Project, and understands your standards, preferences, and expectations.

Robust and user-friendly hydraulic model. Ryan Orgill, Tim Loper, and Grace Mitzel have dedicated their careers to developing hydraulic models for agencies similar to the City/District. We pride ourselves in providing a tool built and calibrated to industry-leading standards that the end user can understand and easily utilize internally.

We acknowledge receipt of Addendum #1, dated October 19, 2023. Carollo has read, understands, and takes no exception to the RFP or the terms of the City’s Standard Consulting Agreement. We are committed to helping the City/District develop a practical sewer master plan that will guide decision-making for years to come. We look forward to discussing our proposal and answering any questions you may have.

Sincerely,
CAROLLO ENGINEERS, INC.

Jeff Weishaar, PE Andrew Frost, PE
Principal-in-Charge Project Manager
Section 1 - Cover Letter
Principal Contact Andrew Frost, PE5355 Mira Sorrento PlaceSuite 270San Diego, California 92121 [email protected] 619-507-6937 5355 Mira Sorrento Place, Suite 270
San Diego, California 92121
858-505-1020
02/13/2024 C4 58 of 99

Table of Contents

1. COVER LETTER

2. COMPANY INFORMATION

3. PROJECT UNDERSTANDING AND APPROACH

4. DETAILED SCOPE OF SERVICES

5. PROJECT TEAM AND ORGANIZATION CHART

6. EXPERIENCE

7. REFERENCES

8. STANDARD HOURLY BILL RATES

9. EXCEPTIONS TO RFP

10. ADDENDA TO THE RFP

APPENDIX
– RESUMES

SEPARATE UPLOADS TO OPENGOV PROCUREMENT WEBSITE
– SAMPLE WORK PRODUCT
– STANDARD HOURLY BILLING RATES
– W-9
02/13/2024 C4 59 of 99

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
1CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\2-CompanyInformation Company Information
Serving the Water Industry for Nine Decades
Carollo is an environmental engineering firm specializing in the planning, design, and construction management of water, wastewater, and recycled water treatment facilities, pump stations, and collection and distribution pipeline systems. During our 90-year history, Carollo has successfully completed more than 25,000 projects for public sector clients.

Carollo applies sound, proven engineering practices to advance the application of water technologies and all associated engineering disciplines. We are proud of our industry reputation for creative thinking, innovative designs, and excellent client service. 50+
90-year history
1 U.S. offices/ 5 in Southern California
singular focus –water is all we do!
1,402
100+
staff nationwide 169 staff/98 engineers in Southern California sewer master plans in the past 15 years

CAROLLO
Carollo has perfected the approach and supporting tools to develop well-documented and defensible solutions for your Sewer Master Plan Update.

IDENTIFICATION OF RESPONDER
Carollo Engineers, Inc.

LEGAL NAME AND ADDRESS OF THE COMPANY
Corporate Headquarters
Carollo Engineers, Inc.
2795 Mitchell Drive
Walnut Creek, California 94598
Carollo is a Delaware corporation
qualified to do business in California.

IDENTIFICATION OF THE PARENT COMPANY
Carollo Engineers, Inc.

ADDRESSES OF OFFICES LOCATED IN

SAN DIEGO COUNTY
5355 Mira Sorrento Place, Suite 270
San Diego, California 92121
p: 858-505-1020 | f: 858-505-1015

NUMBER OF EMPLOYEES IN SAN DIEGO COUNTY
Employees: 43 | Engineering: 22

NAME, TITLE, ADDRESS, AND TELEPHONE NUMBER OF

PERSON TO CONTACT CONCERNING THE PROPOSAL
Andrew Frost, PE
Associate Vice President/Project Manager
5355 Mira Sorrento Place, Suite 270
San Diego, California 92121
619-507-6937, [email protected]
SE
C
T
I
O
N

2 02/13/2024 C4 60 of 99

COMPANY INFORMATION
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
2CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\2-CompanyInformation Leading the Way in Collection and Treatment Master Planning Carollo is a leader in developing master plans for cities and agencies facing complex wastewater management
challenges. Our team has worked on more than 400 master plans and prepared master plans for clients with service area populations from 5,000 to over 4 million, ranging from small planning studies to comprehensive and regional master plans.

We have demonstrated our ability to successfully address complex technical, regulatory, and institutional issues to produce clear, cost-effective, and practical recommendations with a wide variety of
stakeholders. This focused
planning experience allows us
to deliver high-quality reports
effectively and efficiently.

Shasta LakeRedding
ChicoOroville
Yuba City
Elk Grove
Truckee Sanitary District
South Tahoe Public Utility District
Madera CountyLosBanosFresno
Selma-Kingsburg-Fowler County Sanitation DistrictVisalia Tulare Porterville
Lost Hills Utility District
BakersﬁeldTaft
80WCW0123ps4-CAModelingMasterPlanning.ai
MoorparkSanta Barbara
Camrosa Water DistrictOxnard
SimiValley
Los Angeles World Airport
VictorvilleHesperia
Cucamonga Valley Water DistrictUpland
Indio
El Centro
Torrance
Santa Maria
California Department of Corrections
Morro Bay
ModestoTurlockLivingstonAtwater
Galt
NapaSanitationDistrictCotati
Sacramento Regional County Sanitation District
RiversideEastern Municipal Water DistrictElsinore Valley Municipal Water District Hanford
Lemoore
King City
West County WastewaterOaklandPleasantonSan FranciscoEast Bay Dischargers AuthorityPaciﬁcaSan BrunoMillbraeHaywardFoster CityMid-Peninsula Water DistrictSewer Authirity Mid-CoastsideUnion Sanitary DistrictSan Jose Mountain ViewWest Valley Sanitation DistrictSanta CruzMorgan HillWatsonvilleGilroy Orange County Sanitation DistrictInland Empire Utilities AgencyAnaheimGarden GroveYorba Linda Water DistrictUC IrvineMesa WaterEl Toro Water DistrictMoulton Niquel Water DistrictSan Clements OceansideCarlsbadEncina Wastewater AuthoritySan DiegoPadre Dam Municipal Water District Los AngelesGlendalePasadena
San BernardinoColtonRedlandsYucaipaBanning
Carollo has prepared master plans for numerous California agencies, including the City of Oceanside, Padre Dam Municipal Water District, Eastern Municipal Water District, El Toro Water District, and the City of Riverside. Your project will benefit from the tools, techniques, and lessons learned during those projects.

Sanitary Sewer Master Plans
Our clients count on us to help them address
collection system challenges and navigate
the increasing complexities of planning capital
programs and condition-related project
planning. We have completed more than 100
sanitary sewer master plans in the last 15 years;
each customized to our client’s individual
needs, including collection system plans for the
City of Oceanside, Padre Dam Municipal Water
District, Eastern Municipal Water District, El
Toro Water District, and the City of Riverside to
name a few.

In addition, we provide various services to help
our clients plan for system maintenance and
timely expansions that are properly sized to
accommodate growth. Our services include:
Developing realistic growth
projections for use in collection system
capacity evaluations.
Identifying and quantifying inflow and
infiltration (I/I) and determining the
best approach to mitigate identified
system deficiencies.
Developing and maintaining up-to-date
collection system hydraulic models.
Identifying capital improvements to provide
for system expansion while optimizing the
life of existing collection system assets.
Balancing capital improvements and
maintenance programs to maximize
ratepayer investment and provide the level
of service that ratepayers expect.

Sanitary Sewer Inspection and
Condition Assessment
In addition to the services that were just
described, Carollo brings a thorough
understanding of sanitary sewer system
inspection and condition assessment
technologies and rating systems. We have
provided sanitary sewer inspection, condition
assessment, and rehabilitation and replacement
(R&R) engineering services for more than 700
miles of sewer assessment, rehabilitation, and
design with pipe sizes reaching 120 inches in
diameter. Our wastewater conveyance experts
include NASSCO-certified staff and trainers.

N
U

MBER OF M A S T E R PLANS C
O
M
P
L
E
TED400

SERVIC E A R E A POPULATI
O
N
S5K–4Mpeople
pls0521pf5-infographicbubbles.ai
02/13/2024 C4 61 of 99

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
3CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\3-ProjectUnderstandingAndApproach Project Understanding
and Approach
Project Understanding
The City and District own and operate over 215
miles and 100 miles of sewer collection pipelines,
respectively. The District is an entity of the City.

Both the City’s and District’s collection systems
convey untreated wastewater to the Encina Water
Authority (EWA) for treatment.

The City/District’s most recent sewer master plan
was completed in 2017 based on the planning
assumptions provided in the City’s 2030 General
Plan and the County of San Diego’s General Plan.

Some changes since 2017 have necessitated
that the City/District embark on a sewer master
plan update. Many of the recommended
improvements from the 2017 Master Plan have
been constructed and need to be incorporated
into the hydraulic model. The City is also in the
process of updating its General Plan, which will
define future growth through the year 2050. The
City estimates that the 2050 General Plan will
be complete by mid-2024; however, should this
completion date be delayed, the project would
fall back on reasonable assumptions from the
2030 General Plan and its most recent housing
element. In addition, new affordable housing
regulations are expected to increase residential
density within the service area (including the
impact of accessory dwelling units (ADUs) on
collection system flows).

Based on Carollo’s review of the RFP and our
conversations with City staff, the key objectives of
the project are as follows:
Develop accurate flow projections that
incorporate the changing nature of the City/
District’s service areas as defined in the
2050 General Plan/housing element and
densification associated with recent affordable
housing regulations.
Provide an updated and defensible CIP that will
guide system improvement needs.
Provide an updated and calibrated model that
will be owned/used in-house by City/District
staff following completion of the master plan.

To achieve these objectives, it is imperative
that the selected team have a thorough work
plan in place that addresses the project’s critical
success factors.

Critical Success Factors
While it’s easy to get lost in the technical elements of developing the master plan, the project team and the
City/District can’t forget about the overarching objectives of the plan and the factors that will drive the project's success. Carollo has identified five critical success factors:

1. Implementing a robust work plan provides a
transparent project execution approach.

2. Mobilizing the temporary flow monitoring program
quickly following the notice-to-proceed should
the weather forecast in January be favorable for
significant rainfall events maximizes the value of this data collection effort.

3. Developing accurate and realistic flow projections
provides the City/District with a defensible basis for
candidate CIP projects.

4. Developing a hydraulic model that is intuitive,
user-friendly, and accurate gives City/District staff
confidence in applying the model to make decisions
after the master plan is complete.

5. Developing accurate cost estimates will account for
the volatile cost climate.

Critical Success Factor 1:

Implementing a robust work plan is paramount
to delivering the Sewer Master Plan Update
Our approach: Implementing the City/District's Sewer Master Plan Update will require a plan to coordinate with City/District staff at key points of the project as well as efficient data review and utilization to avoid rework to achieve delivery of the CIP. Our schedule includes six project meetings that are aligned with project milestones. These meetings are used to discuss findings and assumptions and make decisions
with City/District staff before embarking on the following project phase. In addition, our project manager will conduct bi-weekly meetings to provide project updates, keep the City/District closely involved with ongoing efforts, discuss assumptions, and make intermediate decisions to keep the project on schedule and avoid surprises.

Based on our experience, we believe that our communication approach provides the right balance of time and budget
spent on master plan preparation to work efficiently on vital planning issues. The work plan (on the next page) and the project schedule highlight our approach to delivering the project. This approach has been developed through
successful completion of many past collection system master plans throughout California and the West Coast.

SE
C
T
I
O
N

3 02/13/2024 C4 62 of 99

PROJECT UNDERSTANDING AND APPROACH
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
4CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\3-ProjectUnderstandingAndApproach Flow
Monitoring
Program
Data
Collection
and Review
Hydraulic Model
Update
Hydraulic Model
Calibration
Capacity Analysis
(Existing and
Future)
Land Use and
Population
Analysis
Flow Projections
Proposed
Improvements
Draft and Final
CIP
Draft and Final
Master Plans
PEIR
Development
Project
Kicko
Project Work Plan

MEETINGS AND WORKSHOPS
Kickoff Meeting Bi-weekly Coordination
Meetings
Bi-weekly Coordination
Meetings
Meeting with Planning
Department
Hydraulic Model
Development and
Calibration Workshop
Flow Projection Workshop
Bi-weekly Coordination
Meetings
Bi-weekly Coordination
Meetings
Capacity Analysis
and Recommended
Improvements Workshop
Bi-weekly Coordination
Meetings
Bi-weekly Coordination
Meetings
Draft Master Plan Review
Meeting
Hydraulic Model Training
Bi-weekly Coordination
Meetings
City Council
Presentations/Preparation
02/13/2024 C4 63 of 99

PROJECT UNDERSTANDING AND APPROACH
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
5CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\3-ProjectUnderstandingAndApproach Critical Success Factor 2:

Quick mobilization and implementation of
the temporary flow monitoring program
when favorable rainfall conditions
occur provides the best chance to
capture significant rainfall while
minimizing flow monitoring expenses
Our approach: For sewer system hydraulic
modeling projects, the flow monitoring program is
the most critical element to building confidence in
modeling recommendations. For this project, Carollo
recommends a total of 20 flow meters for a duration
of four weeks. This will allow us to capture flow data
from the 13 flow meter sites that were deployed in 2016.

It will also allow us to install additional flow meters at strategic locations to further validate the capacity improvements included in the 2017 Master Plan and to
isolate specific land use types within the City/District service area.

The timing of the expected notice-to-proceed for this
project of early January 2024 makes it challenging to
capture wet weather flow monitoring data, as a portion
of the rainy season could have already occurred by
that point. For this project, you’ll need a team with a proven track record of quick and timely installation
of flow meters. While we can’t control the weather,
our approach has been proven over the years to
maximize the chances of capturing significant wet
weather flow data with a solid plan. Carollo has a
unique relationship with our flow monitoring partner,
V&A Consulting Engineers (V&A). Throughout the past
20 years, Carollo has developed our "Just-in-Time"
approach to capturing wet weather flow monitoring
data. At the beginning of the project, Carollo/V&A and
the City/District will determine flow monitoring sites, perform field reconnaissance on the proposed meter
locations, and acquire all necessary permits. We then
continuously monitor the weather forecast to determine
the optimal timing for meter deployment. For a system
the size of the City/District, V&A can typically deploy meters within a week. Carollo used this same approach
for countless agencies in California, including the City of Torrance, where we captured flow data from one of
the only significant storms during the 2019/2020 rainy
season. Due to our proven success in utilizing this
approach in the past, we should only need flow meters
in the ground for one month, which provides significant savings over longer-term flow monitoring efforts that
can span multiple months.

Carollo captured wet weather flow monitoring data, including a 2-year return interval storm, that was from one of the only significant storm events during the 2019/2020 rainy season for the City of Torrance using our “Just-in-Time” flow monitoring approach.

Critical Success Factor 3:

Developing accurate and realistic flow
projections is key to accommodating
new growth consistent with
the 2050 General Plan
Our approach: Flow projections are a critical
component in developing a defensible CIP. Our method
for developing flow projections will provide a solid
foundation for the sizing and establish the required
timing for infrastructure improvements.

Local knowledge, agency coordination, and a robust
land use approach will provide a reliable flow projection envelope for wastewater collection system and facility
planning. Carollo’s planning team has refined this
approach to developing flow projections over the
last 20 years to create a system based on predictive
analytics. Carollo will utilize GIS, historical wastewater flows and water billing records, population and
housing data, agency-specific planning assumptions,
and coordination with staff to develop a justifiable
and realistic envelope of flow projections that allows
for strategic planning of City/District facilities. Our approach accounts for the variability in the dynamics
of contributing growth while still allowing the required flexibility in capital project implementation.
02/13/2024 C4 64 of 99

PROJECT UNDERSTANDING AND APPROACH
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
6CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\3-ProjectUnderstandingAndApproach Agency Coordination
Land Use GIS Water Use Billing
Projected Flow Envelope Realistic flow projections begin with an understanding of the
historical wastewater generation
rates. Carollo’s approach is to
evaluate historical and current
water consumption and wastewater
trends in terms of population,
dwelling units, and land use type
and area. This provides a range of
factors that can be applied to future
development/densification.

Critical Success Factor 4:

Carollo’s industry-leading model
development approach provides an
accurate and defensible model that
is built with the end user in mind
Our approach: Your hydraulic model is a critical
component to the success of not only the master
plan but also the City/District’s planning endeavors
beyond the completion of the plan. You need a model
that is as accurate as possible but also user-friendly
enough for the City/District to apply in-house upon
completion of the plan. Ultimately, this will require the City/District’s model be updated in the optimal software platform given the City/District’s unique needs. The
City/District’s current modeling platform, Innovyze’s
(now Autodesk’s) InfoSWMM, is slated to be sunsetted
in the near future; therefore, a new software platform
will be needed for this project. Carollo has extensive
experience with every major sewer software vendor/
modeling package on the market, including packages
Level calibration was critical
for analysis of West County
Wastewater District’s system.

Without matching flow levels on
the downstream end of the system,
the analysis would have neglected
the significant surcharge event
that ended up being the driver for
many of the system improvements.

Because level is the determining
factor in the identification of
deficiencies and improvement
sizing, it is paramount to get it right
during model calibration.

Surcharge Event
Captured During
Level Calibration
from Innovyze/AutoDesk, Bentley, CHI, DHI, and
Aquanuity. We will develop a City/District-specific
Hydraulic Model Selection Technical Memorandum
(TM) to guide you through the pros and cons of each
software package to find the best choice for your
hydraulic modeling program. Carollo also maintains
licenses for all the major software packages and can
perform live demonstrations for City/District staff.

Developing a reliable and defensible modeling tool
requires developing an accurate representation of the
collection system facilities in the model and calibrating the model to a high level of confidence. The most
important element of model development is calibration,
and not only calibration to flow, but calibration to the hydraulic gradeline (level in the pipe). Pipeline capacity analysis and improvement sizing are based on the level
in the pipe, not just flow. Carollo is one of the only
consulting firms to make level calibration a standard
element of model development, which is one of
the most important factors contributing to model
accuracy and proper improvement sizing.
02/13/2024 C4 65 of 99

PROJECT UNDERSTANDING AND APPROACH
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
7CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\3-ProjectUnderstandingAndApproach Developing the most accurate model possible is the
foundation of our modeling approach, but we also
know that the City/District plans to use the model
in-house following completion of the plan. In addition
to the model training session included in the scope,
Carollo will also develop the model to be user-
friendly and intuitive and provide a comprehensive
model documentation report/user's guide. The model
documentation report/user's guide will not only define
the steps utilized to develop and calibrate the model,
but will also define model naming conventions, model
scenarios/datasets, and other important information
related to the model that the City/District will need to successfully run the model in-house.

Carollo developed a comprehensive hydraulic model
user's guide for South Tahoe Public Utilities District to aid in the use of their hydraulic model in-house.

Carollo's recent experience helping the City of Morro Bay install sewer pipelines has provided us with detailed knowledge of recent and relevant cost escalation.

Critical Success Factor 5:

Developing accurate cost estimates will be
the determining factor in funding needs
Our approach: One thing that hasn’t changed over the
past three years is that the cost of capital projects has escalated and remains volatile. This is a key factor in master planning as the developed CIP will drive rates
and connection fees. Carollo's cost estimating team
for this project, led by Justin Mercer, will utilize our extensive database of nationwide construction costs
and the changes over the last three years, combined
with local knowledge to develop an estimate at short-
and long-term funding needs that will provide a road
map for City/District spending.
02/13/2024 C4 66 of 99

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
8CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\4-DetailedScopeOfServices Detailed Scope of Services
Scope of Services
Task 1 – Project Management and Meetings
Task 1.1 – Project Management
and Coordination
Overall project coordination and management will
be conducted for the duration of the project. This
will include monthly project status summaries to
the City/District, team/subconsultant coordination,
project communication, and coordination with City/
District staff and other project stakeholders. A master project schedule will also be developed and updated
throughout the project.

Items performed as part of this task include:
Developing a Project Management Plan.
Monitoring progress against schedule, scope of
service, and budget and administering monthly
invoicing to the City.
Coordinating the subconsultants.
Documenting the project.

Task 1.2 – Project Meetings
This task includes all meetings for this project,
including a kickoff meeting between City/District staff and the project team members to confirm objectives,
review scope, budget, schedule, and a list of data
needs. The project kickoff meeting is assumed to be
conducted in person. In addition, this task includes bi- weekly meetings with the City/District to communicate
ongoing data needs and updates on scope, schedule,
and budget. Five additional progress meetings (two
in-person and three virtual) are also included to review the results of the work performed as part of Tasks 2
through 9.

Carollo will also develop and maintain a decision
log, action item list, and data gathering list. These
documents will promote a smooth project delivery.

Task 1 Assumptions
Bi-weekly status update calls, three progress
meetings, plus a project kickoff meeting.

Task 1 Deliverables
Monthly progress reports and invoices (electronic).
Meeting agendas and minutes.
Decision log, action item list, and data gathering list.

Task 2 – Data Gathering
Task 2.1 – Data Collection and Review
Carollo will review the City/District’s relevant planning documents and design standards at the start of the
project. This review will include, but is not limited to, review of the City’s 2017 Sewer Master Plan, General
Plan, Housing Element, applicable local and state
laws pertaining to affordable housing, densification,
and ADUs. Other data include, but are not limited to
the following:
Asset list of sewer assets and GIS databases.
2030 General Plan.
2021-2029 Housing Element.
2050 General Plan Update Draft, when available.
County of San Diego General Plan.
Applicable local and state laws related to
affordable housing.
Permanent flow monitoring data from ADS Prism for
Encina_V1, Encina_V2, and Encina_B2 meters.
2017 Sewer Master Plan.
Sewer System Management Plan.
Record drawings for projects completed
since 2017, including CIP projects and private
development projects.
CIP projects currently in design or otherwise planned. CCTV records.
Existing hydraulic model files.
Historical ADU applications received annually.
Known or planned development information.

Carollo will work closely with City/District staff to
develop a detailed data collection matrix with other
data that may be required. Carollo will present the
data collection list at the kickoff meeting and review
responsibilities with City/District staff and prioritize the data collection.

SE
C
T
I
O
N

4 02/13/2024 C4 67 of 99

DETAILED SCOPE OF SERVICES
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
9CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\4-DetailedScopeOfServices Task 2.2 – Temporary Flow
Monitoring Program
V&A will collect flow and rainfall data for representative areas within the City/District’s wastewater collection
sewer system. Carollo recommends that 20 flow
meters be installed for a duration of one month. The
flow meters will be installed at strategic locations to aid in model calibration, help validate some of the
capacity improvements from the previous master plan,
help establish flow values for specific land use types
as directed by the City/District, and help calculate a
flow per equivalent dwelling unit (EDU). At least four
flow meters will be used to help establish flow rates for specific land use areas. The flow meters will be installed during a time period deemed to be the most conducive
for capturing flows during significant wet weather
periods. The recorded flow data will be organized and
delivered to the City/District electronically.

Task 2 Deliverables
Data collection matrix (electronic).
Summary of data used to develop the Master
Plan (electronic).
Temporary flow monitoring report and
data (electronic).

Task 3 – Planning Criteria/Wastewater Flow Projections
Task 3.1 – Analyze Historical Flow
Carollo will evaluate the available flow data from the
City/District’s permanent flow meters to develop
estimates over the past 5 years of the City/District’s
Average Dry Weather Flow (ADWF), Peak Dry Weather
Flow (PDWF), and Peak Wet Weather Flow (PWWF).

Carollo will also review historical EWA monthly capacity reports and other relevant data. This evaluation will form the basis for the existing system evaluation scenarios.

Task 3.2 – Develop Estimates for Planning
Level Flow per EDU and Other Land Uses
Carollo will review the data obtained from Task 2.2 for the land-use-specific flow meters to identify the flow rate for a typical single-family residential parcel in each meter basin. Carollo will tabulate the number of connected
parcels by land use type for each land use specific
meters and identify the general age of the housing units in each basin. Carollo will then calculate the flow per parcel for each basin, review the results with City/District staff, and provide a recommendation on the average
flow rate that should be assumed per EDU.

Carollo will also provide recommendations for the
flow rate, in gallons per day per acre, for residential, commercial, industrial, public, and other land use types.

Task 3.3 – Planning Criteria Development
Carollo will develop planning criteria for the evaluation of the collection system. The planning criteria will
be based on existing criteria summarized in current
planning documents, such as the previous master plan.

The criteria will include a number of relevant indicators such as allowable depth of flow over diameter values
(d/D), allowable max and minimum velocities, pump
station peak flow triggers, force main velocities, flow factors by land use, and minimum allowable gravity
pipeline slopes as well as other factors specific to
the City/District.

Task 3.4 – Land Use and
Population Analysis
Carollo will coordinate closely with City/District
planning staff and other department staff to develop
flow projections through the 2050 planning horizon.

Based on historical water consumption and flow data,
population, and existing land use, Carollo will develop existing wastewater generation flow factors by land
use type. Per capita and per dwelling unit flow factors will also be calculated. Carollo will use the existing
wastewater flow factors, population projections, and
the land use identified in the 2050 General Plan (2030
General Plan if the 2050 General Plan is unavailable
to develop a flow projection envelope for the City/
District. Projected growth based on SANDAG 2030
Forecast as well as densification within existing
developed parcels due to SB-9, SB-10, and ADUs
will also be factored into the flow projections.

Carollo will utilize information obtained from flow
data to develop peaking factors and validate
flow projections. Carollo will also summarize
and document the associated flows attributed
to planned new developments and allocate
the flows to the updated hydraulic model.

Task 3.5 – Wastewater Flow Projections
Based on the findings of Task 3.1 through Task 3.4 as
well as the proposed land use plan provided in the
2050 General Plan Update, Carollo will develop ADWF,
PDWF, and PWWF projections of the City/District’s
wastewater service area for the 2050 planning horizon.
02/13/2024 C4 68 of 99

DETAILED SCOPE OF SERVICES
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
10CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\4-DetailedScopeOfServices Task 3.6 – Develop Wastewater Flow
Projections/Planning Criteria TM
Carollo will summarize the current and projected
wastewater flows/planning criteria developed in Tasks

3.1 through 3.6 in a draft TM, which will be submitted for the City/District’s review. This technical memorandum
will also discuss the flow impacts of the various local and state housing laws, the General Plan, and the
housing element. Comments from the City/District on
the draft TM will be discussed in one of the project
meetings and incorporated into the Draft Master Plan.

Task 3 Deliverables
Draft Wastewater Flow Projections TM (electronic).

Task 4 – Hydraulic Model Development and Calibration
Task 4.1 – GIS Database Review and Update
Carollo will review the latest GIS database.

Modifications made since the 2017 Master Plan
Update will be reviewed to ensure they are accurately
depicted within the GIS database and the hydraulic
model. As-built drawings for projects not included
in the latest GIS database will be used to further
update the GIS database. Carollo will provide the
City/District GIS staff with an updated GIS database.

This task also includes an additional 40-hour
allowance for separate City/District authorization
for additional GIS edits that may be needed.

Task 4.2 – Hydraulic Model
Software Selection
At the project kickoff meeting, Carollo will hold
discussions with the City/District to understand
the goals of the City/District’s hydraulic modeling
program. From these discussions, Carollo will conduct
a comprehensive review of all major sewer system
hydraulic modeling software applications available
on the market, with the exception of InfoSewer and
InfoSWMM by Innovyze/Autodesk (these programs
will be sunsetted in the near future and are not
recommended for the City/District’s long-term hydraulic modeling program). The evaluation will consider
hydraulic engines, model features, and costs to the
City/District associated with each software package.

Carollo will summarize the results of the evaluation in a TM, which will be submitted for review and comment
by City/District staff. This task includes the purchase of the selected modeling software for the City/District.

Task 4.3 – Hydraulic Model Development
Carollo will construct a comprehensive hydraulic
model of the City/District collection system within
the hydraulic modeling software platform. The
model will be built using a combination of the City/
District’s GIS database, record drawings, previous
hydraulic model, and other input obtained from the
City/District on the collection system obtained as
part of Task 2. The model facilities will be imported
in accordance with a naming conventions specified
by the City/District. Carollo will allocate wastewater
flows into the hydraulic model based on recent winter
water consumption data and will validate that the
model runs without errors and that the model input
data is free of anomalies and/or erroneous data.

Task 4.4 – Hydraulic Model Calibration
Carollo will utilize flow data from the permanent flow
meters, flow data from the temporary flow monitoring
program, as well as available data from the City/
District’s pump stations for use in model calibration.

Dry weather flow calibration will be conducted to
provide that the City/District’s model accurately
simulates flows, levels, and velocities measured by the temporary flow meters for dry weather flow conditions.

Wet weather flow calibration will be conducted
based on flow monitoring data collected during the
temporary flow monitoring program and/or other recent
significant rainfall events. I/I parameters within the
model will be adjusted until the modeled flows closely
match field-measured data. In addition, the model
will be checked to verify that the model accurately
simulates levels and velocities during wet weather
flow conditions (where such data is available).

Task 4.5 – Model Development
and Calibration Workshop
Carollo will conduct a workshop with the City/District
to review the model development and calibration
results. Input from the City/District’s engineering/
operational staff will be reviewed and the model
calibration will be updated, if necessary. This workshop will be a minimum of four hours in duration and will
review major flow paths, model assumptions, flow
data used, etc. prior to full execution of the model.

Task 4.6 – Hydraulic Model Training/
Model Documentation
Carollo will prepare for and administer a one-day
hydraulic model training session for up to three City/
District staff. The hydraulic model training session
02/13/2024 C4 69 of 99

DETAILED SCOPE OF SERVICES
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
11CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\4-DetailedScopeOfServices is assumed to be conducted in person. In
addition, Carollo will develop a comprehensive
model documentation report that describes the
hydraulic model construction and calibration
process and the features and functionality
of the City/District’s hydraulic model.

Task 4.7 – On-Call Hydraulic Modeling
Carollo will update the hydraulic model on an
on-call basis as directed by the City/District. This
work will be conducted on a time and materials
basis. For budgeting purposes, this optional
task includes a budget allowance of 40 hours.

Task 4 Deliverables
Hydraulic Model Software Selection
TM (electronic).
Hydraulic model training packets (electronic/
hard copy).
Hydraulic Model Documentation
Report (electronic).
Hydraulic model software licenses (electronic).
Hydraulic model files (electronic).

Task 5 – System Evaluation and CIP
Task 5.1 – Develop and Analyze Model
Runs for Current and Future Conditions
Using the calibrated hydraulic model, Carollo will
evaluate the system performance for average
day and peak wet weather flow scenarios for the
existing system. Carollo will develop two future
scenarios, including the ultimate buildout of the
City/District’s wastewater service area as well as
one interim scenario agreed upon with City/District
staff. Both future scenarios will include average
day and peak wet weather flow scenarios. The
analysis scenarios will consist of the VC Interceptor
up to the VC2 reach, as well as the entire “new”
Buena Outfall/FM in Palomar Airport Rd. to EWA.

Flows from Oceanside, San Marcos, and
Vallecitos Water District will be included
in the existing and future scenarios. It will
also include model simulations of flow from
Vista to Oceanside based on available
information provided by the City/District.

The evaluation will be conducted to simulate
existing and future peak flow rates, d/D’s,
q/Q’s, and velocities for both dry and
wet weather flow conditions. Capacity
deficiencies will be identified based on the
planning criteria established in Task 2.

Carollo will provide GIS shapefiles of the modeled
pipelines that include existing and future flows (peak
dry and peak wet weather) and maximum d/D.

Task 5.2 – System Redundancy
Evaluation/Septic Analysis
Carollo will use the calibrated hydraulic model to evaluate opportunities for redundancy/bypass utilizing existing or future interagency connections, including, but not limited to, the Vallecitos Water District and the City of Carlsbad.

Carollo will also evaluate the impact of connecting up to four distinct septic areas as defined by the City/District.

Task 5.3 – Develop System Improvements
for Existing and Future Flows
Carollo will develop improvements to mitigate existing
system deficiencies based on the performance criteria
established in Task 3. Improvements developed to mitigate existing deficiencies will be sized for future conditions.

Recommended improvements will also be developed
to serve future users. Additional recommendations
to monitor, trace, and mitigate I/I within the collection system will also be identified, targeting areas with
the highest I/I. These recommendations may include
additional long-term flow monitoring, wet weather CCTV
inspection, smoke testing, and/or rehabilitation.

Task 5.4 – System Evaluation and
Recommended Improvements TM
Carollo will develop a TM documenting the results of
the existing system capacity evaluation and identifying the impact on the system of the future model runs (i.e., describing the impact on the system of the general
plans, affordable housing laws/densification, and the
housing element). Comments from the City/District on
the draft TM will be discussed in one of the project
meetings and incorporated into the Draft Master Plan.

Task 5.5 – Prepare CIP Cost
Estimates and Phasing
Based on the improvements developed as part
of Task 5.3, Carollo will develop a phased 10-year
CIP. The projects will be phased based on risk and
need in collaboration with City/District staff and a
review of existing and potential revenue streams.

Task 5 Deliverables
GIS shapefiles of the modeled pipelines that includes
existing and future flows (electronic).
System Evaluation and Recommended Improvements
TM (electronic).
Draft CIP (electronic).
02/13/2024 C4 70 of 99

DETAILED SCOPE OF SERVICES
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
12CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\4-DetailedScopeOfServices Task 6 – Master Plan Report
Task 6.1 – Draft Report
The Draft Master Plan report will combine
the results of assessments, analysis, and
recommendations as well as content derived from
meetings and workshops. The Draft Master Plan will
be submitted for City/District review and comment.

Carollo will develop the Draft Master Plan that
will combine all findings into a final document
with, at minimum, the following sections:
Executive Summary.
Introduction, History, And Background.
Study Area Description.
Planning Criteria.
Wastewater Flows.
Existing Collection System.
Hydraulic Model Development And Calibration.
Capacity Analysis.
Capital Improvement Plan.

Task 6.2 – Final Report
Carollo will incorporate the City/District
comments on the Draft Master Plan report.

Carollo will deliver report findings, receive,
and incorporate City/District comments.

Task 6 Deliverables
Draft Sanitary Sewer Master Plan (four hard
copies, one electronic).
Final Sanitary Sewer Master Plan (four hard
copies, one electronic).

Optional Task 7 – City Council Presentations
Task 7.1 – Prepare City
Council Presentations
This task includes the preparation of
two City Council presentations and two
“mock” presentations with City/District
staff in preparation for the City Council
meetings. The mock presentations are
assumed to be conducted virtually.

Task 7.2 –City Council Presentations
As part of this task, Carollo’s project
manager will conduct the presentations
to City council in person, if desired.

Task 7 Deliverables
City council presentations (electronic).

Optional Task 8 – Update Program
Environmental Impact Report
HELIX Environmental Planning (HELIX) will provide
environmental support services for the proposed Sewer
Master Plan Update as needed. This will be a collaborative process to assist Carollo and the City in determining the appropriate scope of environmental review and then
completing the necessary documentation.

Once preliminary list of recommended capacity projects
are available, HELIX will review the proposed projects
relative to the previously certified Program Environmental Impact Report (PEIR) to assess the extent of additional environmental documentation that may be necessary to
comply with the California Environmental Quality Act (CEQA).

If applicable and desired, this may include a review of biological and cultural resource constraints associated with the projects to evaluate whether minor project modifications could be implemented to help minimize environmental
review and permitting requirements.

Based on the review process, HELIX will provide
recommendations as to whether the Master Plan updates
appear to have been covered in the prior PEIR and the
extent to which the updates have the potential to result in new or substantially more severe environmental impacts
than were disclosed in the prior PEIR. This evaluation will result in a recommendation regarding the appropriate form of environmental document to be prepared for the Master Plan Update, which could vary from an addendum to a
subsequent PEIR.

HELIX will also coordinate with the project team to determine whether sufficient information exists regarding some
near-term projects to evaluate them at a project-specific level of detail to avoid the need for future environmental documentation for those activities. Depending on the extent and nature of the proposed updates, HELIX will prepare
technical studies, which could include air quality/greenhouse gases, biological resources, cultural resources, and noise.

Following review by the City, HELIX will incorporate the results of the studies in the CEQA document. HELIX will coordinate with Carollo and the City to ensure that review comments received on the draft document are thoroughly
addressed.

To the extent applicable, HELIX will prepare notices (e.g., Notice of Preparation, Notice of Completion, Notice of
Determination) and other associated documentation (e.g., Mitigation Monitoring and Reporting Program, Findings
of Fact, Statement of Overriding Considerations). HELIX will also be available to participate in presentations to the City Council.
02/13/2024 C4 71 of 99

DETAILED SCOPE OF SERVICES
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
13CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\4-DetailedScopeOfServices Project Schedule
2024 2025

TASK NAME JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR Task 1 – Project Management and Meetings
Task 1.1 – Project Management and Coordination
Task 1.2 – Project Meetings
Task 2 – Data Gathering
Task 2.1 – Data Collection and Review
Task 2.2 – Temporary Flow Monitoring Program
Task 3 – Planning Criteria/Wastewater Flow Projections
Task 3.1 – Analyze Historical Flow
Task 3.2 – Develop Estimates for Planning Level Flow per EDU and Other Land Uses Task 3.3 – Planning Criteria Development
Task 3.4 – Land Use and Population Analysis
Task 3.5 – Wastewater Flow Projections
Task 3.6 – Develop Wastewater Flow Projections/Planning Criteria TM Task 4 – Hydraulic Model Development and Calibration
Task 4.1 – GIS Database Review and Update
Task 4.2 – Hydraulic Model Software Selection
Task 4.3 – Hydraulic Model Development
Task 4.4 – Hydraulic Model Calibration
Task 4.5 – Model Development and Calibration Workshop
Task 4.6 – Hydraulic Model Training/Model Documentation Task 4.7 – On-Call Hydraulic Modeling
Task 5 – System Evaluation and CIP
Task 5.1 – Develop and Analyze Model Runs for Current and Future Conditions Task 5.2 – System Redundancy Evaluation/Septic Analysis Task 5.3 – Develop System Improvements for Existing and Future Flows Task 5.4 – System Evaluation and Recommended Improvements TM Task 5.5 – Prepare CIP Cost Estimates and Phasing
Task 6 – Master Plan Report
Task 6.1 – Draft Report
Task 6.2 – Final Report
Optional Task 7 – City Council Presentations
Task 7.1 – Prepare City Council Presentations
Task 7.2 – City Council Presentations
Optional Task 8 – Update Program Environmental Impact Report Carollo Task
City Review Task
Meeting
Deliverable
LEGEND
Based on our understanding of the scope of services, we have developed a coordinated project schedule that works in conjunction with the work plan. Our schedule includes bi-weekly meetings to routinely discuss project status, issues, and other decision items through quick 30-minute check-ins and other more targeted one- or two-hour-long workshops. These are imperative to avoid rework as the project moves forward. If selected, we would be happy to discuss the proposed schedule in more detail and modify the schedule as needed to help achieve the City/District's goals for the plan.

Hydraulic Model Selection TM.

Hydraulic Model Development and Calibration TM.

Hydraulic Model Documentation Report.

System Evaluation and Proposed Improvements TM.

Draft and Final Master Plans.
02/13/2024 C4 72 of 99

DETAILED SCOPE OF SERVICES
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
14CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\4-DetailedScopeOfServices Hours by Staff Classification
Carollo developed the level of effort summarized below based on our understanding of the project scope, our assumptions, and anticipated meetings, workshops, and deliverables. The proposed hours by task will allow us to complete the project on schedule. We look forward to discussing the scope, fee, and proposed approach with you.

Notes:
(1) Task includes direct expenses from V&A associated with flow monitoring activities. Hours shown reflect Carollo staff only. (2) Task shows Carollo hours only. A wide range of costs could be associated with this task for HELIX. Carollo and HELIX will refine the scope and fee estimate for this optional task with the City, if selected.

Carollo Hours by Classification
Task Description Se
n
i
o
r

Pr
o
f
e
s
s
i
o
n
a
l
Le
a
d

P
r
o
j
e
c
t

Pr
o
f
e
s
s
i
o
n
a
l
Pr
o
j
e
c
t

Pr
o
f
e
s
s
i
o
n
a
l
Pr
o
f
e
s
s
i
o
n
a
l
As
s
i
s
t
a
n
t

Pr
o
f
e
s
s
i
o
n
a
l
GI
S

Te
c
h
n
i
c
i
a
n
Wo
r
d

Pr
o
c
e
s
s
i
n
g
To
t
a
l

H
o
u
r
s
Task 1 – Project Management and Meetings 14 50 32 16 12 0 6 130 Task 1.1 – Project Management and Coordination 4 32 8 0 0 0 6 50 Task 1.2 – Project Meetings 10 18 24 16 12 0 0 80
Task 2 – Data Gathering 2 6 12 28 20 22 0 90
Task 2.1 – Data Collection and Review 0 4 6 16 20 8 0 54 Task 2.2 – Temporary Flow Monitoring Program⁽¹⁾2 2 6 12 0 14 0 36 Task 3 – Planning Criteria/Wastewater Flow Projections 4 10 28 60 120 22 10 254 Task 3.1 – Analyze Historical Flow 0 2 2 6 22 0 0 32
Task 3.2 – Develop Estimates for Planning Level Flow per Equivalent Dwelling Unit and Other Land 0 2 6 8 24 6 0 46 Task 3.3 – Planning Criteria Development 0 0 2 6 10 0 0 18 Task 3.4 – Land Use and Population Analysis 0 0 6 16 28 8 0 58 Task 3.5 – Wastewater Flow Projections 0 2 6 14 20 6 0 48 Task 3.6 – Develop Wastewater Flow Projections/Planning Criteria Technical Memorandum 4 4 6 10 16 2 10 52 Task 4 – Hydraulic Model Development and Calibration 6 6 38 154 296 38 10 548 Task 4.1 – GIS Database Review and Update 0 0 6 18 94 20 0 138 Task 4.2 – Hydraulic Model Software Selection 0 0 4 10 4 0 4 22 Task 4.3 – Hydraulic Model Development 0 0 6 22 58 8 0 94 Task 4.4 – Hydraulic Model Calibration 0 0 6 20 90 0 0 116 Task 4.5 – Model Development and Calibration Workshop 4 4 10 16 8 6 0 48 Task 4.6 – Hydraulic Model Training/Model Documentation 2 2 6 28 42 4 6 90 Task 4.7 – On-Call Hydraulic Modeling 0 0 0 40 0 0 0 40 Task 5 – System Evaluation and Capital Improvement Plan 4 4 26 72 132 34 6 278 Task 5.1 – Develop and Analyze Model Runs for Current and Future Conditions 0 0 2 18 28 4 0 52 Task 5.2 – System Redundancy Evaluation/Septic Analysis 0 0 4 12 26 6 0 48 Task 5.3 – Develop System Improvements for Existing and Future Flows 0 0 4 12 30 6 0 52 Task 5.4 – System Evaluation and Recommended Improvements TM 4 4 6 14 22 8 6 64 Task 5.5 – Prepare CIP Cost Estimates and Phasing 0 0 10 16 26 10 0 62 Task 6 – Master Plan Report 10 14 22 40 74 14 24 198
Task 6.1 – Draft Report 6 8 12 22 42 8 14 112
Task 6.2 – Final Report 4 6 10 18 32 6 10 86
Optional Task 7 – City Council Presentations 2 10 8 8 0 4 0 32 Task 7.1 – Prepare City Council Presentations 2 4 8 8 0 4 0 26 Task 7.2 – City Council Presentations 0 6 0 0 0 0 0 6
Optional Task 8 – Update Program Environmental Impact Report⁽²⁾0 12 16 0 0 0 0 28 Task 8 – Update Program Environmental Impact Report⁽²⁾0 12 16 0 0 0 0 28 Total Hours without Optional Tasks 40 90 158 370 654 130 56 1,498 Total Hours with Optional Tasks 42 112 182 378 654 134 56 1,558 02/13/2024 C4 73 of 99

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
15CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\5-ProjectTeamAndOrganizationChart Project Team and
Organization Chart
21CVA1123o1.indd
Project Manager
Andrew Frost, PE
Project Engineer
Ryan Orgill, PE
Principal-in-Charge
Jeff Weishaar, PE
Technical Advisor
Tim Loper, PE
Support Sta
Hydraulic Modeling Lead - Grace Mitzel, PE
Hydraulic Modeling Support - Dietrich Von Kaenel
GIS Analysis - Kevin Christensen
Flow Projections - Cassidy Thornbury
Capital Improvement Plan - Justin Mercer, PE
Flow Monitoring - V&A Consulting Engineers, Inc.

Programmatic EIR Support - HELIX Environmental Planning Key Personnel
*Not licensed in California
Our team of dedicated sewer master plan specialists was selected based on their similar project experience and an understanding of your project needs.

Dedicating the Right Individuals
Project Manager Andrew Frost will lead our team.

He is a seasoned local professional with 15 years
of experience in design and construction support
for water distribution and sewer collection systems.

Andrew brings proactive project management skills,
a focus on client service, and experience managing
projects of similar complexity and scope throughout
San Diego County and Southern California. Andrew will
be your main point of contact and the link between the
City and the technical planning team.

Andrew will work closely with Project Engineer Ryan
Orgill and Technical Advisor Tim Loper. With
18 years of experience, Ryan is Carollo's
company-wide lead for sewer system
modeling and analysis. Tim brings over
21 years of master planning/modeling
experience and is Carollo's Chief of
Infrastructure Planning Services.

Ryan and Tim have completed over 50
infrastructure master planning projects
in the past 15 years.

Principal-in-Charge Jeff Weishaar will
support this core team. He has worked with
the City on numerous projects, including the
Vista Pump Station VFD and PLC Replacement
Project. He is familiar with City staff and
understands your standards, preferences,
and expectations. For the City, this means
identifying and implementing solutions earlier
and more effectively.

Our team is augmented by highly-qualified
Carollo experts in all the critical elements of
your project. Many of them have collaborated
with Tim and Ryan on similar successful sewer
master plans. We have included experienced
subconsultants to provide flow monitoring and
programmatic EIR support.

The following pages present the qualifications
of our key team members. The Appendix includes
their resumes.

Line-of-Communication
While our core team is a small, specialized group,
proper communication among team members remains
essential. As Carollo’s Project Manager, Andrew Frost
will be the City’s main point of contact. In this role, Andrew will establish the communication protocol and
facilitate regular meetings and conference calls among
team members, our subcontractors, and City staff.

SE
C
T
I
O
N

5 02/13/2024 C4 74 of 99

PROJECT TEAM AND ORGANIZATION CHART
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
16CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\5-ProjectTeamAndOrganizationChart Andrew Frost, PE

PROJECT MANAGER

RELEVANT PROJECT
Project manager, County of San Diego, CA, Spring Valley Trunk Sewer Rehabilitation Project manager, Hi-Desert Water District, CA, Phase 1 Sewer and Pump Station System Design.
Project manager, City of Carlsbad, CA, Carlsbad Blvd. Water and Sewer Improvements at Terramar.

VALUE TO CITY/DISTRICT: Andrew has 15 years of experience specializing in water and sewer systems, from distribution and collection systems to large transmission mains, trunk sewers, and force mains. His pipeline experience also includes storm drain, recycled water, dry utilities, and gas line design. He is an experienced project manager who understands how to successfully interface with the client and the technical team while keeping the project on schedule and budget.

Ryan Orgill, PE

PROJECT ENGINEER

RELEVANT PROJECTS
Project manager, City of Scotts Valley, CA, Sewer Master Plan and SSMP. Project manager, City of Chino Hills, CA, 2022 Sewer System Master Plan Project engineer, City of Torrance, CA, Sewer Master Plan and SSMP.

VALUE TO CITY/DISTRICT: Ryan has 18 years of experience and is Carollo’s company- wide lead for sewer system modeling, wet weather model calibration, and system analysis. He is an expert in delivering projects incorporating all critical elements of collection system capital program needs. Ryan will oversee technical approaches to wastewater flow projections and hydraulic modeling system evaluations and develop recommendations for the Sewer Master Plan Update.

Tim Loper, PE

TECHNICAL ADVISOR

RELEVANT PROJECTS
Technical advisor/
Collection system lead, City of Riverside, CA, Comprehensive Wastewater Master Plan. Project engineer, City of Oceanside, CA, Integrated Master Plan. Project manager, City of Torrance, CA, Sewer Master Plan and SSMP.

VALUE TO CITY/DISTRICT: Tim is Carollo’s Chief of Infrastructure Planning. For 21 years, he has helped clients develop technically sound, defensible planning documents and implementable CIPs. Tim has led over 90 water, wastewater, stormwater and/or recycled water master plans and modeling projects. He understands the dynamics of wastewater collection system planning and his experience will benefit our team and the City/District.

Tim will provide input on technical decisions and oversee deliverables reviews.

Proposed Key Team Members
Education: MBA, San Diego State University BS Civil Engineering, San Diego State University Certification/License: Civil Engineer, CA
Education: BS Civil Engineering, California State University, Fresno Certification/License: Civil Engineer, CA
Education: MS Environmental Engineering, University of California, Berkeley BS Civil Engineering, California State University, Fresno Certification/License: Civil Engineer, CA
02/13/2024 C4 75 of 99

PROJECT TEAM AND ORGANIZATION CHART
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
17CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\5-ProjectTeamAndOrganizationChart Jeff Weishaar, PE

PRINCIPAL-IN-CHARGE

RELEVANT PROJECTS
Project manager, City of Vista, CA, Pump Station VFD & PLC Replacement Project. Project manager, Encina Wastewater Authority, CA, Process Master Plan for the Encina Water Pollution Control Facility.
Project engineer, City of Oceanside, CA, Weese Water Reclamation Plant Facility Needs Assessment.

VALUE TO CITY/DISTRICT: Jeff has 16 years of experience in planning, design, and construction support for wastewater treatment facilities and infrastructure for numerous Southern California clients, including condition assessments of existing wastewater facilities for several secondary water reclamation plants. Jeff will commit firm resources, oversee management to maintain project scope, budget, and schedule, and maintain open communication with City staff and project team members.

Grace Mitzel, PE

HYDRAULIC MODELING LEAD

RELEVANT PROJECTS
Hydraulic modeling engineer, City of Tracy, CA, Sewer Master Plan. Hydraulic modeling engineer, City of Lemoore, CA, Sewer System Master Plan. Staff engineer, Santa Cruz County, CA, Phase I, I/I Study/Hydraulic Modeling Study.

VALUE TO CITY/DISTRICT: Grace has seven years of experience as a hydraulic modeling engineer. She has worked successfully on critical aspects of model development, calibration, and hydraulic analysis. She has completed projects utilizing various models to solve collection system challenges. Grace will lead the sewer system hydraulic model development.

Dietrich Von Kaenel

HYDRAULIC MODELING SUPPORT

RELEVANT PROJECTS
Hydraulic modeler, City of Glendale
and Inland Empire Utilities Agency, CA,
Master Plan.
Hydraulic modeler, City of Colton, CA, On-Call Hydraulic Modeling. Hydraulic modeler, City of Redlands, CA, Pipeline Design.

VALUE TO CITY/DISTRICT: Dietrich has four years of experience with a focus in hydraulic modeling, hydrogeology, stormwater analysis, groundwater modeling and analysis, water quality analysis, water policy, and geographic information systems. He will work with Grace on the development of the sewer system hydraulic model.

Proposed Key Team Members
Education: MS Environmental Engineering, University of Missouri, Rolla BS Civil Engineering, University of Missouri, Rolla Certification/License: Civil Engineer, CA
Education: MS Civil and Environmental Engineering, University of California, Irvine BS Hydrology, University of California, Santa Barbara Certification/License: Hazardous Waste Operations and Emergency Response Standards Training, OSHA Education: BS Civil Engineering, University of Nevada, Reno Certification/License: Professional Engineer, NV
02/13/2024 C4 76 of 99

PROJECT TEAM AND ORGANIZATION CHART
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
18CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\5-ProjectTeamAndOrganizationChart Kevin Christensen

GIS ANALYSIS

RELEVANT PROJECTS
GIS Online, Mesa Water District, CA, GIS and Hydraulic Model Hosting and Maintenance Contract.
GIS analyst, City of Oxnard, CA, Integrated Master Plan. GIS analyst, City of Modesto, CA, Wastewater Collection Master Plan.

VALUE TO CITY/DISTRICT: Kevin has eight years of experience preparing map documents using GIS system data of varying levels of complexity. He has performed geospatial analyses using a variety of ArcGIS tools and geoprocesses to create and visualize GIS data. Kevin will lead GIS analysis in close coordination with the modeling team.

Cassidy Thornbury, EIT

FLOW PROJECTIONS

RELEVANT PROJECTS
Staff engineer, Hi-Desert Water District, CA, Collection System Phase 1. Staff engineer, San Diego Public Works Department, CA, San Diego River Basin Sewer Improvements.
Staff engineer, El Toro Water District, CA, Water and Sewer Master Plan Update.

VALUE TO CITY/DISTRICT: Cassidy has three years of experience in planning and design for water and wastewater treatment and infrastructure collection and distribution systems. Cassidy will work with Ryan and Grace to develop flow projections for the City/ District service areas.

Justin Mercer, PE

CAPITAL IMPROVEMENT PLAN

RELEVANT PROJECTS
Project engineer, County of San Diego, CA, Los Coches Sewer Rehabilitation. Civil engineer, NAVFAC SW, Marine Corps Logistics Base Barstow, CA, Sanitary Sewer Evaluation and Assessment.
Project engineer, Eastern Municipal Water District, CA, Indian Street Sewer Crossing Preliminary Design.

VALUE TO CITY/DISTRICT: Justin has 12 years of experience in wastewater and water infrastructure design, cite civil design, and environmental remediation for municipal, federal, and private clients. Justin will develop unit cost assumptions and lead the development of the CIP.

Proposed Key Team Members
Education: A AS Geographic Information Management, Green River Community College Education: BS Environmental Engineering, San Diego State University, CA Certification/License: Engineer-in-Training, CA
Education: MBA, San Diego State University
Certification/License: Civil Engineer, CA
02/13/2024 C4 77 of 99

PROJECT TEAM AND ORGANIZATION CHART
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
19CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\5-ProjectTeamAndOrganizationChart V&A supports municipalities and agencies in managing their water and wastewater collection systems and mitigating sanitary system overflows. They have completed more than 100 sanitary and stormwater flow monitoring projects in the past five years in support of master planning studies, totaling more than 1,200 flow monitoring locations. Carollo has worked with V&A on more than 50 sewer planning/modeling projects within the last 15 years, including the cities of Oceanside, Riverside, Chino Hills, Gardena, Torrance, as well as the Padre Dam Municipal Water District and Eastern Municipal Water District.

V&A Consulting Engineers
Flow Monitoring
HELIX provides a broad range of environmental compliance and design services throughout California and the western U.S., assisting clients to comply with environmental laws and regulations, manage natural and cultural resources, and design and construct sustainable projects. The firm has provided services for over 1,000 infrastructure and management projects spanning water, wastewater, and recycled water. HELIX has worked with the City to prepare reports in support of an addendum to the certified Supplemental Program Environmental Impact Report for the City of Vista/Buena Sanitation District Comprehensive Sewer Master Plan and delivered as-needed consulting services.

Helix Environmental Planning
Programmatic EIR Support
Subconsultants
The following subconsultants bring technical expertise, relevant experience, quality, and reliability to your project.
02/13/2024 C4 78 of 99

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
20CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\6-Experience Experience
Our team members have completed the following
representative projects, similar to your Sewer Master Plan Update, in the past five years.

Citywide Wastewater
Master Plan Update
City of Chino Hills, CA
Carollo was selected to prepare and deliver a
sustainable and affordable update to the Citywide
Wastewater Master Plan to establish baseline system
conditions, hydraulic capacity, and CIP needs and meet
the City’s requirements for operational reliability and future growth. As part of this effort, Carollo developed a new wastewater model using the City’s latest GIS and
a flow monitoring plan with detailed maps; installed 13 flow meters at crucial locations; calibrated the model
to provide an accurate representation of the current
system; and developed a comprehensive sewer
system CIP.

Carollo developed flow projections for the City that
considered recent affordable housing regulations,
including increased density and the impact of ADUs on
the City's system.

Last Revised: July 06, 2020 [ENTER PROJECT WISE PATH NAME TO MXD] For Example: pw://Carollo/Documents/Client/CA/ClientName/10265A00/Data/GIS/Figure_01_01.mxd PROJECT NAME | TM | CITY OF CHINO HILLS
Figure # Existing Pipelines
Collection System Master Plan
City of Burlingame, CA
The City's 2010 Collection System Master Plan
addressed most improvements necessitated by the San
Francisco Baykeeper Consent Decree. Subsequently,
the 2019-2020 master plan helped the City understand
system performance after the 2010 work had been
completed. This plan developed the road map that
allowed the City to meet the baseline set forth by the
historical Consent Decree order and also helped by
optimizing operations, maximizing the use of existing
pipeline and pump station capacity, and focusing
spending on key areas needing improvement.

Carollo worked closely with the City to develop and
conduct a temporary flow monitoring program consisting
of 23 temporary flow monitoring sites, seven lift station loggers, and three rain gauge locations for two months.

Carollo's team also helped develop a CIP that includes
capital improvement costs, proposed project phasing,
existing and future user cost allocations, and annual
capital costs.

SE
C
T
I
O
N

6 REFERENCE
Mahesh Yedluri, Senior Civil Engineer
P: 650-558-7238
E: [email protected]

PROJECT COMPLETION
2021

TEAM MEMBERS
Tim Loper

RELEVANCE
• Optimized operations.
• Developed and calibrated hydraulic models.
• Developed CIP.

REFERENCE
Fe M. Rama, Senior Engineer
P: 909-364-2776
E: [email protected]

PROJECT COMPLETION
2022

TEAM MEMBERS
Ryan Orgill, Tim Loper,
Kevin Christensen, V&A

RELEVANCE
• Developed a wastewater model.
• Updated and calibrated hydraulic model.
• Incorporated completed projects since the 2005 master plan. • Conducted pipeline inspection.
• Developed a CIP though 2045.
02/13/2024 C4 79 of 99

EXPERIENCE
CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
21CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\6-Experience 2020 Wastewater Master Plan
City of Ventura, CA
Carollo conducted on-site condition assessments of the
City's collection system aboveground facilities (pump
stations and lift stations) and performed a desktop
analysis to assess the condition of the below-ground
assets (gravity sewers and force mains). The physical
condition assessments of the City's pump and lift
stations were conducted over two days.

Carollo's team also documented any observed histories
of sulfide, odor, or grease hot spots and added
them to the collection system map for use in the CIP
development. The team then conducted a temporary
flow monitoring program to capture dry weather base
flows and wet weather flows.

The City worked with Carollo to review and evaluate
hydraulic modeling software, build the hydraulic model
from the City's GIS system, calibrate the model to dry
and wet weather flow conditions, develop the selected
design storms, and produce a model construction and
calibration TM. Carollo also compiled the proposed
collection system CIPs into a comprehensive CIP
spreadsheet with projects prioritized based on risk,
regulatory drivers, and capacity needs.

Sewer System Master Plan
City of Torrance, CA
The City of Torrance selected Carollo to develop a
comprehensive sewer master plan. As part of the
plan, Carollo developed a new hydraulic model of the
collection system based on the City’s GIS database
and incorporated the Los Angeles County Sanitation
District’s (LACSD) interceptor system into the model.

Carollo also implemented a comprehensive temporary
flow monitoring program, coordinated with City and
LACSD staff. The Carollo/V&A team captured the
only significant rainfall event in the 2019/2020 wet
weather season.

The hydraulic model was calibrated under both dry
and wet weather conditions and used to evaluate the
capacity of the system under peak dry and peak wet
weather flow conditions. The model was also run under
future peak flow conditions, considering the impact of
densification and planned projects in consultation with the City’s planning department. Carollo developed a
prioritized CIP and master plan report.

REFERENCE
Rob Herbst, PE, Principal Civil Engineer
P: 805-677-3942
E: [email protected]

PROJECT COMPLETION
2022

TEAM MEMBERS
Ryan Orgill, Tim Loper,
Kevin Christensen, V&A

RELEVANCE
• Condition assessment.
• Flow monitoring program.
• Updated and calibrated
hydraulic model.
• Developed CIP.

REFERENCE
Wilson Mendoza, PE
P: 310-618-3052
E: [email protected]

PROJECT COMPLETION
2021

TEAM MEMBERS
Ryan Orgill, Tim Loper,
Kevin Christensen, V&A

RELEVANCE
• Condition assessment.
• Flow monitoring program.
• Updated and calibrated
hydraulic model.
• Developed CIP.
02/13/2024 C4 80 of 99

22CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\7and8-References+StandardHourlyBillingRate CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
Carollo prides itself on the long-term relationships we develop with our clients. Our references can attest to our technical capabilities, management skills, work quality, and commitment to client service. Our past performance is the best indicator of the quality of our services, and we encourage you to contact these individuals.

CAROLLO REFERENCES
Client Contact Name Contact Details
# Projects
Completed for Client
City of Ventura
501 Poli Street
Ventura, CA 93002
Rob Herbst, PE
Principal Civil Engineer
805-677-3942
[email protected] 35
City of Chino Hills
14000 City Center Drive
Chino Hills, CA 91709
Fe M. Rama, Senior Engineer 909-364-2776
[email protected] 3
City of Tulare
411 East Kern Avenue
Tulare, CA 93274
Tim Doyle
Assistant Public Works Director
559-684-4207
[email protected] 74
References
Standard Hourly Bill Rates
As requested in the RFP, our Standard Hourly Billing Rates for all classifications of staff, along with the mark-up rate for any non-labor expenses and subconsultants, were uploaded as a separate electronic file to the OpenGov Procurement website.

SE
C
T
I
O
N

7 SE
C
T
I
O
N

8 02/13/2024 C4 81 of 99

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

P
R
O
F
E
S
S
I
O
N
A
L

S
E
R
V
I
C
E
S

F
O
R

CI
T
Y

O
F

V
I
S
T
A

A
N
D

B
U
E
N
A

S
A
N
I
T
A
T
I
O
N

D
I
S
T
R
I
C
T

S
E
W
E
R

M
A
S
T
E
R

P
L
A
N

U
P
D
A
T
E
23CAROLLO / PROPOSAL / NOVEMBER 2023
B:\Pursuits\Client21(SDO)\Vista\Sewer-MP-Update\Indd\9and10-ExceptionsToRFP+AddendaToRFP SE
C
T
I
O
N

9 SE
C
T
I
O
N

1 0
Exceptions to RFP
Addenda to the RFP
We acknowledge receipt of all addenda, including:
Addendum No. 1, dated October 19, 2023.

Carollo has read, understands, and takes no exception
to the RFP or the terms of the City’s Standard Consulting Agreement, attached as ATTACHMENT "A" to the RFP.
02/13/2024 C4 82 of 99

Appendix
Resumes
02/13/2024 C4 83 of 99

Education
MBA Business Administration, San Diego State University, 2012 BS Civil Engineering, San Diego State University, 2008
Licenses
Civil Engineer, California, Nevada
Certification
Qualified Stormwater Pollution Prevention Plan Developer (QSD) and Practitioner (QSP), SWRCB, 2011 LEED Accredited Professional, USGBC, 2010
Certified Professional, AutoCAD Civil 3D, 2012
Professional
Affiliations
American Society of Civil Engineers (ASCE)
American Public Works Association (APWA)
Andrew J. Frost, P.E.

Andrew Frost has more than 15 years of experience in civil engineering design and project management including pipelines, sewer mains, storm drains, potable/recycled water, condition assessment, dry utilities, roadway, grading, and site design. He has provided support for large infrastructure projects in both traditional and progressive design build environments, including construction and startup of brand-new systems as well as rehabilitation and repurposing of existing infrastructure. He has a proven track record of successful project management delivering over $120M of construction projects in the past three years. He is highly versed in three-dimensional design and drafting including the use of Civil 3D, Navisworks, and Building Information Modeling.

Relevant Experience
Task Order Manager for the City of SanDiego On Call Water/WastewaterEngineering Contract. Responsible for thecreation successful execution of task ordersranging from pipeline projects, planningstudies, condition assessment, and technicalreports covering different aspects of boththe water a wastewater systems. Project manager for the Hi-Desert WaterDistrict, California, Phase I Collection System.Responsible for engineering services duringconstruction for the Phase I collectionsystem construction. Project included 77miles of pipeline, including gravity and forcemain construction, 12 jack and borecrossings under Cal Trans right of way, over5,000 private property connections, andthree lift stations. Engineering servicesinclude on-site support, RFI and submittalresponses, technical reports and memo,cost estimating, and final record drawings. Assistant project manager and lead civilengineer for the Eastern Municipal WaterDistrict, California, Warm Springs Lift StationReplacement Design. Responsible forproject scheduling and coordination, clientpresentations and budget tracking.Engineering duties included the new 36-inch gravity sewer connections, dual forcemain connections from the new lift station,and complete design on the on-site yardpiping, utility systems, and site gradingdesign. Project manager for the City ofCarlsbad/Carlsbad Municipal Water District,California, Carlsbad Blvd Water & SewerImprovements at Terramar. Responsible forthe creation of a preliminary design report,and preliminary and final plans,specifications, and cost estimate to facilitate the replacement of aging sewer and water mains along Carlsbad Boulevard. Project includes a trenchless crossing of NCTD right of way along Cannon Road, as well as close coordination with an upcoming roadway project to add a roundabout and parking improvements. Project scope included survey, geotechnical investigations, and engineering services during construction. Senior engineer for the County of SanDiego, California, Los Coches StreambedStabilization at Vulnerable Sewer Locations.Responsible for the development of thepreliminary engineering report to assess thecover over the existing sewer facilities, andprovide an analysis of the existingconditions including recommendations forlong term improvements to increase thestability of the sewer system. Projectconsidered existing CCTV data, as builtrecord drawings, site survey, and potholingto develop recommended improvementsacross ten different risk areas determined bythe County of San Diego Public WorksDepartment.

Project manager for the County of San Diego, California, Spring Valley Trunk Sewer Rehabilitation. Responsible for the preliminary and final design to develop a prioritized plan to address rehabilitation or replacement of 73 manholes along the Spring Valley trunk sewer main. Project included review of existing data, development of a preliminary engineering report, and final design drawings and specifications for all improvements. July 02/13/2024 C4 84 of 99

Education
BS Civil Engineering, California State University, Fresno, 2006 Licenses
Civil Engineer, California, Nevada
Professional
Affiliations
American Water Works Association
California Water Environment Association –Central San JoaquinSection Ryan F. Orgill, PE
Ryan Orgill has 18 years of experience in master planning, hydraulic modeling, sewer system management planning, urban water management planning, and geographic information systems (GIS). He serves as Carollo’s companywide lead for sewer system modeling, calibration, and system analysis and specializes in creating and calibrating hydraulic models, developing analysis criteria, and evaluating existing water systems. In addition, Ryan developed Carollo’s means and methods for sewer system planning that have been adopted company-wide and is an expert in delivering projects that in-corporate all critical elements of collection system capital program needs.

Relevant Experience
Project manager for the City of ScottsValley, California, Sewer Master Plan. As partof the project, Carollo developed a collec-tion system hydraulic model of the City’ssewer system and conducted a capacityanalysis of the system under existing and fu-ture flow conditions. Project manager for City of Chino Hills,California, Citywide Wastewater Master PlanUpdate. This ongoing project will updateand evaluate the City’s wastewater collec-tion system hydraulic model. The projectscope also included coordinating with apipe inspection contractor to inspect up to20 miles of pipeline. Project engineer for the City of Torrance,California, 2020 Sewer Master Plan. The pro-ject involved sewer system model develop-ment, calibration, analysis, and preparationof a phased capital improvement plan. Flowmonitoring data was used to calibrate themodel for both dry and wet weather condi-tions. Sewer modeling lead for the City of Ban-ning, California, Water, Wastewater, and Re-cycled Water Integrated Master Plan. Car-ollo conducted hydraulic modeling to iden-tify conveyance system improvements tomeet near-term and buildout conditions ofthe water, sewer, and recycled water sys-tems. Subsequent to the completion of theMaster Plan, Carollo has provided hydraulicmodeling and planning services to the Cityon infrastructure requirements for new de-velopment on the City’s water and sewersystems. Sewer system modeling lead for the2016 Water Master Plan for the City of Col-ton, California. This project included waterdemand forecasting, hydraulic model development and EPS calibration using field fire flow testing. Existing and future system analysis was conducted to develop a CIP in-cluding a rehabilitation and replacement program. The findings were presented in a comprehensive water master plan report that was developed in conjunction with the 2016 Sewer Master Plan. Sewer modeling lead for the City ofGlendale, California, Water and RecycledWater Master Plan and Hydraulic ModelCalibration. The project included potableand recycled water demand forecasting,water supply analysis, hydraulic modeling,hydraulic system analysis, development of apipeline replacement program, and a fieldcondition assessment of critical water facili-ties. The findings of this project were usedto develop a detailed CIP and master planreport with a 2040 planning horizon. Project engineer for the City of Fresno,California, Collection System Master Plan.Responsible for hydraulic model update andcalibration of the City’s all-pipe sewer sys-tem hydraulic model under dry and wetweather conditions, development of im-provement projects to mitigate capacity de-ficiencies, and development of a capital im-provement plan for the City. Project engineer for the City of Tulare,California, Sewer, Water, and Storm Drain-age Master Plans and Sewer System Man-agement Plan. Tasks included creation andcalibration of a dynamic hydraulic sewersystem model to evaluate flow monitoringdata, development of flow routing criteria,and evaluation of the existing sanitary sewersystem to mitigate deficiencies and serve fu-ture growth. 02/13/2024 C4 85 of 99

Education
MS Environmental Engineering, University of California, Berkeley, 2005 BS Civil Engineering, California State University, Fresno, 2003 Licenses
Civil Engineer, California, Nevada
Professional Affiliations
Nevada Water Environment Association
American Water Works Association
Timothy J. Loper, PE
Timothy Loper has 21 years of experience in wastewater collection system modeling, water distribution system modeling, water system feasibility studies, wastewater treatment facilities planning, and infrastructure master planning. He is Carollo’s Infra-structure Master Planning Services Lead and has served as project manager and/or project engineer for more than 90 water, wastewater, stormwater, and/or recycled water master plans and modeling projects, with a focus on helping agencies develop capital improvement programs that help prioritize rehabilitation and replacement projects, as well as integrate capital with inspection and funding prioritization.

Relevant Experience
Technical advisor and collection systemlead for the City of Riverside, California,Comprehensive Wastewater Master Plan,which included both treatment andwastewater collection systems. Carollo builtthe City’s collection system model using theInnovyze InfoSWMM modeling software. Project engineer for the City ofOceanside, California, Integrated MasterPlan, which included a new collection sys-tem hydraulic model prepared from GISdata using InfoSWMM. The existing systemwas evaluated with respect to existing andfuture capacity needs. The master plan alsoconsidered a phased plan for replacementof the City’s water and wastewater pipelinesas part of the rehabilitation and replace-ment program. Project manager for the City of Torrance,California, 2020 Sewer Master Plan. The pro-ject involved sewer system model develop-ment, calibration, analysis, and preparationof a phased capital improvement plan. Flowmonitoring data was used to calibrate themodel for dry and wet weather conditions Principal-in-charge for the City of Por-terville Integrated Master Plan for water,wastewater, and storm drainage. Thewastewater element also included an evalu-ation of the condition of the wastewatertreatment plant. Carollo conducted a waterdemand analysis by looking at historical wa-ter production and consumption data aswell as conducting an evaluation of per cap-ita consumption. Project engineer for the City of Modesto,California, Wastewater Collection Systemand Treatment Master Plan Update. Re-sponsible for construction of the wastewatercollection system hydraulic computer model using the City’s existing maps and GIS data-base. Also responsible for collection system analysis to determine appropriate flow monitoring locations and sewer basin deter-mination and assistance with the collection system condition assessment. Performed GIS data verification and updated existing data-bases to reflect current conditions. These responsibilities required the applica-tion of GIS and hydraulic modeling software. Project manager for the Integrated Util-ity Master Plan, City of St. Helena, California.Developed a 20-year CIP and operational,business process, and asset managementrecommendations. Collection system lead for the WestCounty Wastewater District, California, Dis-trict-Wide Master Plan. The project includedthe sanitary sewer collection system, WaterPollution Control Plant, and non-process fa-cilities, such as administration, laboratory,storage, and maintenance. Work efforts in-cluded condition and capacity assessments,alternatives evaluation, and 20-year capitalimprovement program development. All theDistrict’s facilities were combined in onemaster plan, allowing the needs of each tobe prioritized in an overall program. Otherwork efforts included a risk-based analysisof all 12,000 assets to identify failure likeli-hood, BioWin modeling to assess capacity,3-D computational fluid dynamics modelingof secondary basins to optimize perfor-mance, and a wet weather capacity im-provements assessment of the 249-milecollection system. 02/13/2024 C4 86 of 99

Education
MS Environmental Engineering, University of Missouri, Rolla, 2006 BS Civil Engineering, University of Missouri, Rolla, 2004 Licenses
Civil Engineer, California
Professional
Affiliations
American Society of Civil Engineers
Society of American Military Engineers
Water Environment Federation
Jeffrey A. Weishaar, PE
Jeff Weishaar, a civil and environmental engineer with Carollo Engineers, has worked on various wastewater projects, including elements of analysis, design, and construc-tion.

Relevant Experience
Project engineer for the Sweetwater Au-thority, California, Robert A. Perdue Water Treatment Plant Facilities Master Plan Up-date. Carollo completed a detailed condi-tion assessment plan and investigation to create an overall asset list for installed equipment at the plant, including structural, mechanical, electrical, and instrumentation assets. The project also includes process im-provement evaluations to explore safer use of chemicals on site; replaces the aging clearwell facility; improves chemical han-dling, conveyance, and mixing; upgrades the intake structure to reduce manpower needed for operational tasks; and assesses potential regulatory requirements that could alter the treatment process at the plant. Project manager for the City of San Di-ego, California, Alvarado Water TreatmentPlant Stainless Steel Piping Condition As-sessment. Carollo was asked to perform acondition assessment for the City to deter-mine the condition of all the gallery pipingand estimate useful remaining life. However,only the wash water supply piping was as-sessed due to hydraulic issues with valvingnot holding flow and limited shutdown time.The wash water supply piping is 30 inches innominal diameter and is constructed ofType 304L stainless steel. The results of thecondition assessment will be used to deter-mine if rehabilitation or replacement of theType 304L stainless steel piping is recom-mended. Based on the conclusions of thecondition assessment rehabilitation and re-placements options considered, rehabilita-tion of the piping was determined not feasi-ble. Project manager and process mechani-cal lead for the San Elijo Joint Powers Au-thority (SEJPA), California, San Elijo WaterReclamation Facility Plan Update. The pur-pose of this Facility Plan Update was to pro-vide SEJPA with a planning document thatidentified and prioritized potential improve-ments at the San Elijo WRF. Projects were identified based on a comprehensive condi-tion assessment of the installed assets, a re-view of regulatory issues and potential changes, and potential process enhance-ments. Additional work was performed to update the Wastewater Asset Management database previously prepared for SEJPA. Project manager for the City ofOceanside Facility Needs Condition Assess-ment. This project provided condition as-sessment at three treatment plants ownedand operated by the City. Specific duties in-cluded coordination and overall lead for thecondition assessments, civil and mechanicalcondition assessment, identification of po-tential improvement projects; project costestimating; and report preparation. Recom-mendations for project implementation,based on criticality and available budget,were provided to assist the City in preparingfor their upcoming fiscal year budget andupdating the Capital Improvements Pro-gram. Project manager for the EncinaWastewater Authority, California, ProcessMaster Plan for the Encina Water PollutionControl Facility. Carollo prepared a processmaster plan to evaluate existing process op-erations, recommend necessary enhance-ments, and ensure the Encina WastewaterAuthority continued operation with up-to-date technologies while maintaining effec-tive reuse of Encina’s water, biofuel, and bi-osolid resources. Project engineer for the J.B. LathamTreatment Plant Facility Plan for the SouthOrange County Wastewater Authority, Cali-fornia. The Facility Plan provided a 20-yearplanning window for liquid and solids treat-ment, flow analysis, odor control, energymanagement, site planning, and regulatoryissues. Project duties included flow andplant capacity analysis, solids treatmentanalysis for thickening and digestion, siteplanning, cost estimating, and report prepa-ration. 02/13/2024 C4 87 of 99

Education
BS Civil Engineering, University of Nevada, Reno, 2017
Licenses
Professional Engineer, Nevada
Grace N. Mitzel, PE
Grace Mitzel has seven years of experience as a staff professional for infrastructure planning. She assists with development and analysis of water, wastewater, and storm-water collection systems, as well as development of technical memoranda for evalua-tion of system information and data and model analysis.

Relevant Experience
Staff professional for the City of Lem-oore, California, Water, Sewer, andWastewater Treatment Master Plan. Re-sponsible for assistance with development,assembly, and calibration of the hydraulicwater model; assistance with a system anal-ysis and recommendations for system en-hancements; and assistance with develop-ment of the Water Master Plan report. Staff professional for the Santa CruzCounty Sanitation District, California, Phase IInflow/Infiltration (I/I) Mitigation Program.Responsible for developing a temporaryflow monitoring program, providing assis-tance with an I/I evaluation, recalibrating thehydraulic model, assisting with a systemanalysis, and assisting with preparation of atechnical memorandum. Engineering intern for the City of River-side, California, Comprehensive WastewaterMaster Plan. Responsible for assisting withhydraulic model development by creatingwastewater loading polygons, as well as as-sisting with model calibration. Staff professional for the City of MorroBay, California, OneWater Morro Bay Engi-neering and Planning. Responsible for de-veloping a stormwater hydrologic model,assisting with calibration of the hydraulicwater model, and assisting with develop-ment of the project technical memoranda. Staff professional for the City of Porter-ville, California, Integrated Master Plan. Pro-vided engineering services for preparationof sanitary sewer, water system, and stormdrain master plans; recycled water feasibilitystudy; and storm water resources plan. Re-sponsible for assembling and calibrating thehydraulic water model and assisting withdevelopment of a water distribution systemmaster plan and capital improvement plan. Staff professional for the City of WestSacramento, California, Water Master PlanUpdate. The project goal was to identify capital projects to serve existing customers and develop a recommended plan for the projected increase in demand associated with the City’s General Plan Update. Re-sponsible for updating the hydraulic model to include improvements made by the City, running a fire flow analysis, identifying defi-cient fire flow nodes, and developing a memorandum presenting analysis findings. Staff professional for the WashoeCounty, Nevada, Pleasant Valley InterceptorReach 3 Preliminary Design. The project in-volved preliminary design and 30-percentcost estimates for two alternatives recom-mended in the alternatives study. Responsi-ble for conducting an evaluation of the ex-isting collection system, analyzing the im-pacts of the Bella Vista Ranch developmenton the system and facilities, and preparing aletter report to present the findings. Addi-tional responsibilities included updating thefacility plan to include additional facilitiesand developing a cost estimate for the ad-ditional facilities. Staff professional for Vallejo Flood andWastewater District, California, WastewaterCollection System Master Plan Update. Thisproject is ongoing and involves a conditionassessment of more than 375 miles of col-lection system pipeline. Pipelines weregrouped into inspection and replacementyears based on condition scores and/or ageand estimated remaining useful life for acomprehensive long-term rehabilitation andreplacement program. The project also in-cludes a hydraulic analysis, using InfoWorksICM, of pipes 10 inches and larger to identifycapacity deficiencies and develop recom-mended improvements. 02/13/2024 C4 88 of 99

Education
MS Civil and Environmental Engineering, University of California, Irvine, 2022 BS Hydrology, University of California, Santa Barbara, 2019 Certifications
HAZWOPER 40-Hour (Hazardous Waste Operations and Emergency Response Standards Training), OSHA, 2020 Dietrich R. Von Kaenel
Dietrich Von Kaenel is a civil engineer with four years of water-related experience. His areas of focus include hydraulic modeling, hydrogeology, stormwater analysis, groundwater monitoring and analysis, water quality analysis, water policy, and geo-graphic information systems. He is proficient with multiple GIS software programs in-cluding ArcGIS, InfoWater, XPSWMM, QGIS, AQTESOLV, and HEC-RAS.

Relevant Experience
Hydraulic modeler for the City of Glen-dale and Inland Empire Utilities Agency, Cal-ifornia. Responsible for updating and analy-sis for master planning efforts using In-foWater Pro. Using new information fromthe clients updated the model to reflect cur-rent conditions and ran the analysis to eval-uate deficiencies or recommend future pro-jects. Hydraulic modeler for the On-Call Hy-draulic Modeling project for the City of Col-ton, California. Responsible for Capital Im-provement Projects validation. Also updatedthe hydraulic model and used those up-dates to verify needs in capital improvementprojects. Staff engineer for a pipeline replacementproject for water delivery to a water treat-ment plant for the City of Redlands, Califor-nia. Responsible for reviewing design plansand specifications, modeling the proposedsystem for validation, obtaining the neces-sary construction permits, and coordinatingwith affected agencies. Hydraulic model for pipeline design andfeasibility using XPSWMM for the City ofRedlands, California, to verify the design willintegrate with the current infrastructure. Staff professional for the Sanitary SewerSystem Master Plan Update for the City ofMonterey Park, California. The project in-volved developing a Sewer System Man-agement Plan to keep the City in compli-ance with updates to state regulations. Re-sponsible for evaluating current state regu-lation criteria and writing new operationalstandards for regular operations, mainte-nance, and emergency response. Staff professional for various municipalwater and recycled water master planningprojects. Staff engineer for the White Road Turn-out Design for the Mojave Water Agency,California. He assisted with constructionplans for a turnout basin on the Californiaaqueduct. Responsible for developing aconstruction cost estimate as well as Car-ollo’s scope of services to be provided. Alsoassisted with getting the project out to bidphase for contractors. Civil engineer on a variety of storm-water-related projects for local flood controlagencies and USACE. Responsible for fieldlevee, dam and channel inspections, as wellas stormwater modeling using GIS andHEC-HMS. Also responsible for stormwatercatchment design. 02/13/2024 C4 89 of 99

Education
AAS Geographic
Informa�on Management,
Green River Community
College, 2013
Kevin R. Christensen
Kevin Christensen has eight years of experience managing complex datasets in geographic information systems (GIS) for analysis and visual representation. He utilizes a variety of ArcGIS tools and geoprocesses to create and manage complex maps suitable for engineering review and public-facing web publish-ing. Kevin has been involved in master planning projects with Carollo plan-ning teams across the west coast. He has created map documents, analyzed GIS data, and linked non-spatial data to GIS.

Relevant Experience
GIS analyst for the City of Oxnard,
California, Public Works Integrated Master
Plan. Responsible for creating map
documents that show the City’s sanitary
sewer, potable water, reuse water, and
stormwater systems.
GIS analyst for the City of Modesto,
California, Wastewater Collection Master
Plan. Responsible for creating map
documents that show the City’s sanitary
sewer system and land use data.
GIS analyst for the City of Shasta Lake,
California 2016-2026 Water Master Plan.

The City’s water distribution system
consists of 79 miles of distribution system
mains, 9 pressure zones, 10 storage tanks,
2 booster pump stations, and 15 pressure
reducing valve stations. Based on the
City’s most recent GIS database of the
water distribution system, Kevin
constructed a new hydraulic model, which
was developed using the InfoWater
hydraulic modeling software. The model
was calibrated using a three-step
calibration approach, including a macro
calibration, steady state (fire flow test)
calibration, and extended period
simulation calibration.
GIS analyst for the City of Glendale,
California, 2013 Integrated Master Plan.

Responsible for creating figures displaying
the City’s water system.
GIS analyst for the City of West
Sacramento, California, Water Master Plan
Update. Responsible for creating and
editing map documents that displayed the
water distribution system and land use
data.
GIS Analyst for the City of Colton, Cali-
fornia, Water and Wastewater Master
Plan Update. Responsible for creating fig-
ures that display the client’s wastewater
and potable water systems. Also responsi-
ble for assisting the project engineer with
assigning wastewater flows. In Addition,
responsible for creating figures that dis-
play capital improvement projects.
GIS Analyst for the City of Shasta Lake,
California, 2016 – 2026 Water Master Plan
Update. Responsible for creating figures
that display the client’s potable water sys-
tem. In Addition, responsible for creating
figures that display capital improvement
projects.
GIS Analyst for Pasadena Water and
Power, California Hydraulic Model Calibra-
tion. Assisted with updating model data.

Created figures that display model results.
GIS Analyst for Fountain Hills Sanitary
District, California. Converted CAD data
into GIS data for importing into the
Wastewater Model.
GIS Analyst for the City of Scotts Valley,
California, Sewer Master Plan. Responsible
for Converting CAD data into GIS data for
importing into the Wastewater Model.
GIS for the City of Helena, California,
Integrated Master Plan. Responsible for
creating GIS data for the Storm
Wastewater and Potable water Systems
from CAD data. Also Responsible for creat-
ing figures that display the potable, sewer
or storm systems or model results.
02/13/2024 C4 90 of 99

Education
BS Environmental Engineering, San Diego State University, 2020 AA Liberal Arts, Mira Costa College, 2017
Licenses
Engineer-in-Training, California
Professional
Affiliations
American Water Works Association
San Diego County Engineers Council
Society of Women Engineers
Water Environment Federation
Cassidy Thornbury, EIT
Cassidy Thornbury is an environmental engineer with three years of experience. She assists Carollo’s multi-disciplinary teams on water, wastewater and infrastructure pro-jects providing planning, designing and cost estimating services.

Relevant Experience
Staff engineer for the Hi-Desert WaterDistrict, California, Collection System Phase1. Design and construction of three sewagelift stations. Staff engineer for the County of San Di-ego Public Works Department, California,San Diego River Basin Sewer Improvements.This phased project included removing ap-proximately 13,000 feet of Techite pipe fromthe conveyance system to make improve-ments to the other sewer main pipe andmanholes as needed. The Polyvinyl Chloride(PVC) and Vitrified Clay Pipe (VCP) sewermains were assessed and Carollo providedrehabilitation and replacement. Staff engineer for the County of San Di-ego Public Works Department, California,Sewer System Management Plan (SSMP). Toprevent sewage spills for the mutual protec-tion of surface waters and overall health andsafety, the SSMP was designed to confirmthe continuous improvement of system per-formance, response, monitoring, data re-cording, and documentation for future sys-tem assessments. The project included anaction plan implemented by the County tocomply with permitting and government re-quirements. Staff engineer for the Ramona MunicipalWater District, California, 2019 Water MasterPlan. The project included data collectionand evaluation of the existing water system,water demand projections, potable waterresources planning and supply, hydraulicmodeling, and improvement program de-velopment. Staff engineer for the City of San Diego,California, North City Pure Water Facility(NCPWF). Carollo provided the final designof $30M NCPWF, the Pure Water Program'spremier project and the first of its kind inCalifornia. The project included the designof the first potable water reuse advancedwater treatment plant in the program,NCPWF, that will purify 34-mgd of tertiary effluent from the North City WRP to meet Title 22 California Code of Regulations for surface water augmentation indirect potable reuse (IPR) to discharge to Miramar Reser-voir. Staff engineer for the City of San Diego,California, Alvarado Water Treatment Plant(WTP) Biofilter Chlorine Piping. Design forchemical piping installation through existingpipe tunnels and galleries. Staff engineer for the Las Virgenes Tri-unfo Joint Powers Authority (JPA), California,Pure Water Demonstration. JPC constructedan advanced water treatment plant (AWTP)to provide a new local water supply for theregion and eliminate discharges of recycledwater into Malibu Creek. Carollo con-structed a purified water demonstration fa-cility which required establishment ofdemonstration facility design and opera-tional criteria, research and development ofinnovative technologies, development ofpublic outreach, and demonstration of puri-fied water that is in accordance with existingregulations. Each of these key elements isbeing incorporated into the process designand demonstration scale procurement ofUF/NF, RO, and UV/AOP. Staff engineer for the Elsinore ValleyMunicipal Water District (EVMWD), Califor-nia, Program Management Services. As partof this $150M capital program spanning twowater reclamation facilities, Carollo preparedthe recovery program schedule to get theprogram back on-track and maintain theschedule to assist with the day-to-day man-agement of the consultants hired by theDistrict. Carollo was retained to take overthis program from another program man-agement firm and has not only helped theDistrict re-secure their funding source thatwas in jeopardy, but also brought severalprogram management dimensions backinto compliance and proactive manage-ment. 02/13/2024 C4 91 of 99

Education
MS Environmental Engineering, University of Southern California, 2012 BS Environmental Engineering, University of Southern California, 2011 Licenses
Civil Engineer, California
Certifications
Qualified Stormwater Pollution Prevention Plan Developer (QSD) and Practitioner (QSP), 2017 Professional
Affiliations
American Society of Civil Engineers (ASCE)
Society of American Military Engineers (SAME)
Justin E. Mercer, PE
Justin Mercer brings a broad range experience on projects, including environmental reme- diation, civil site design, and water and wastewater infrastructure design for municipal, fed- eral, and private clients. His hands-on approach, passion for high quality work, and focus on team building has led to many successful projects and satisfied clients.

Relevant Experience
Project engineer for the County of SanDiego, California, Los Coches Sewer Reha-bilitation. As the Project Engineer, Justin wasresponsible for designing rehabilitation so-lutions for the existing VCP sewer pipe andmanholes including a Cured-In-Place Pipe(CIPP) lining system and epoxy coating ofthe manholes. Justin was also responsiblefor determining access routes to each man-hole, designing an Articulated ConcreteBlock Matt System for protection of shallowsewer pipe, and restoration of the Los Co-ches creek bed. Justin produced designplans, specifications, and a cost estimate inaccordance with client criteria. Civil engineer for NAVFAC SW, MarineCorps Logistics Base Barstow, California,Sanitary Sewer Evaluation and Assessment.Justin performed the field evaluation andassessment of the entire sewer system fordefects and infrastructure deficiencies. Healso identified deficiencies, proposed engi-neering solutions, estimated repair costs,and compiled a recommendations report torehabilitate the aging system. Additional re-sponsibilities included management of asubcontractor who was performing a clean-ing of the mains and laterals, and an inspec-tion of problem areas via CCTV. Project engineer for the Eastern Munici-pal Water District, California, Indian StreetSewer Crossing Preliminary Design. Projectincluded scheduling and coordination, clientpresentations and budget tracking, and thedesign of approximately 3,000 feet of new15-inch sewer main to replace and under-sized existing line. Project included analyz-ing alignment alternatives, pre-planning co-ordination with Caltrans for a new crossingof State Route 60, field survey, geotechnicalinvestigations, and CCTV inspection Package Lead for the East County JointPowers Authority, Santee, California. As the Owner’s Advisor Package 2 Lead, Justin led the coordination and review of a 10-mile-long purified water pipeline and a Dechlo-rination Facility. Justin coordinated with the client, multiple municipalities, and subcon-sultants to ensure that all stakeholder’s needs were incorporated into the design plans. The project included securing ease-ments, environmental permitting, a bridge hung pipe crossing of the San Diego River, a jack and bore crossing underneath the CA-67 freeway, and a submerged inlet into Lake Jennings. Project engineer for the Eastern Munici-pal Water District (EMWD), California, WarmSprings Lift Station Condition AssessmentProject. This project involved the conditionassessment of the 30-year-old lift stationand 15,600 LF of the two influent sewers(36- to 42-inch diameter), including 52manholes. To avoid manned entry into theaging lift station wet well, a drone was usedto capture video footage of the internalcondition. Multi-sensor (LiDar/Sonar/highresolution video footage) of the two sewersand manholes were captured and assessed.For the lift station, a comparison was madebetween constructing a new lift station orrehabilitating the existing station from a dry-pit configuration with horizontal centrifugalpumps to a submersible wet-well configura-tion. EMWD chose a new lift station. Pipeline engineer for the Hi-DesertWater District, California, Phase I CollectionSystem. Responsible for engineeringservices during construction for the Phase Icollection system construction. Projectincluded 77 miles of pipeline, includinggravity and force main construction, twelvejack and bore crossings under Cal Transright of way, over 5000 private propertyconnections, and three lift stations.Engineering services include on-sitesupport, RFIs, and submittal responses. 02/13/2024 C4 92 of 99

carollo.com
02/13/2024 C4 93 of 99

FEE ESTIMATE

SEWER MASTER PLAN
City of Vista
Pr
o
f
e
s
s
i
o
n
a
l
GI
S

T
e
c
h
n
i
c
i
a
n
Labor
Other Direct
Expenses(1)
Estimated
Fee
$310 $290 $265 $235 $180 $150 $135
Task 1 – Project Management and Meetings 12 46 29 14 10 0 6 117 30,700$ 1,600$ 32,300$ Task 1.1 – Project Management and Coordination 4 28 8 0 0 0 6 46 12,300$ 600$ 12,900$ Task 1.2 – Project Meetings 8 18 21 14 10 0 0 71 18,400$ 1,000$ 19,400$ Task 2 – Data Gathering 2 4 10 24 20 18 0 78 16,400$ 89,100$ 105,500$ Task 2.1 – Data Collection and Review 0 4 6 16 20 8 0 54 11,300$ 800$ 12,100$ 2 0 4 8 0 10 0 24 5,100$ 88,300$ 93,400$ Task 3 – Planning Criteria/Wastewater Flow Projections 2 10 26 50 98 20 10 216 44,100$ 3,000$ 47,100$ 0 2 2 6 14 0 0 24 5,000$ 300$ 5,300$ 0 2 6 6 16 6 0 36 7,400$ 500$ 7,900$ 0 0 2 6 10 0 0 18 3,700$ 300$ 4,000$ Task 3.4 – Land Use and Population Analysis 0 0 6 12 24 8 0 50 9,900$ 700$ 10,600$ Task 3.5 – Wastewater Flow Projections 0 2 4 12 20 4 0 42 8,700$ 600$ 9,300$ Task 3.6 – Develop Wastewater Flow Projections/Planning Criteria Technical Memorandum 2 4 6 8 14 2 10 46 9,400$ 600$ 10,000$ Task 4 – Hydraulic Model Development and Calibration 4 4 32 112 154 20 4 330 68,600$ 4,700$ 73,300$ Task 4.1 – GIS Database Review and Update 0 0 6 12 28 8 0 54 10,700$ 800$ 11,500$ 0 0 4 10 4 0 4 22 4,700$ 300$ 5,000$ Task 4.3 – Hydraulic Model Development 0 0 6 14 24 6 0 50 10,100$ 700$ 10,800$ Task 4.4 – Hydraulic Model Calibration 0 0 6 20 90 0 0 116 22,500$ 1,600$ 24,100$ Task 4.5 – Model Development and Calibration Workshop 4 4 10 16 8 6 0 48 11,200$ 700$ 11,900$ Task 4.6 – Hydraulic Model Training/Model Documentation (Removed by Request)0 0 0 0 0 0 0 0 -$ -$ -$ Task 4.7 – On-Call Hydraulic Modeling 0 0 0 40 0 0 0 40 9,400$ 600$ 10,000$ Task 5 – System Evaluation and Capital Improvement Plan 4 4 26 60 114 34 6 248 49,800$ 3,400$ 53,200$ Task 5.1 – Develop and Analyze Model Runs for Current and Future Conditions 0 0 2 14 24 4 0 44 8,700$ 600$ 9,300$ Task 5.2 – System Redundancy Evaluation/Septic Analysis 0 0 4 10 22 6 0 42 8,300$ 600$ 8,900$ Task 5.3 – Develop System Improvements for Existing and Future Flows 0 0 4 10 26 6 0 46 9,000$ 600$ 9,600$ Task 5.4 – System Evaluation and Recommended Improvements TM 4 4 6 12 20 8 6 60 12,400$ 800$ 13,200$ Task 5.5 – Prepare CIP Cost Estimates and Phasing 0 0 10 14 22 10 0 56 11,400$ 800$ 12,200$ Task 6 – Master Plan Report 10 10 22 38 68 14 24 186 38,300$ 2,600$ 40,900$ 6 6 12 20 38 8 14 104 21,400$ 1,500$ 22,900$ 4 4 10 18 30 6 10 82 16,900$ 1,100$ 18,000$ Total Hours All Tasks 34 78 145 298 464 106 50 1,175 247,900$ 104,400$ 352,300$ Notes:
(1) Task includes direct expenses from subconsultant associated with flow monitoring activities. Hours shown reflect Carollo staff only.

Carollo Hours by Classification
Wo
r
d
Pr
o
c
e
s
s
i
n
g
To
t
a
l

H
o
u
r
s
As
s
i
s
t
a
n
t

Pr
o
f
e
s
s
i
o
n
a
l
Se
n
i
o
r

P
r
o
f
e
s
s
i
o
n
a
l
Le
a
d

P
r
o
j
e
c
t

Pr
o
f
e
s
s
i
o
n
a
l
Pr
o
j
e
c
t

P
r
o
f
e
s
s
i
o
n
a
l
Task 4.2 – Hydraulic Model Software Selection
Task 6.1 – Draft Report
Task 6.2 – Final Report
Task 3.3 – Planning Criteria Development
Task Description
Task 2.2 – Temporary Flow Monitoring Program(1)
Task 3.1 – Analyze Historical Flow
Task 3.2 – Develop Estimates for Planning Level Flow per Equivalent Dwelling Unit and Other Land Uses 02/13/2024 C4 94 of 99

00051960 4 Exhibit C, Page 1 of 3
4861-5394-9854, v. 2

EXHIBIT C

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.

Contractor shall also provide the additional coverages checked below and at least as broad as:

4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

1. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect 02/13/2024 C4 95 of 99

00051960 4 Exhibit C, Page 2 of 3
4861-5394-9854, v. 2
to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.

2. For any claims related to this Project, the Contractor’s insurance coverage shall be primary insurance as respects City, its officers, officials, employees, and volunteers.

Any insurance or self-insurance maintained by City, its officers, officials, employees, and volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

3. Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to City.

Claims Made Policies
If any coverage required is written on a claims-made coverage form:

1. The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4. A copy of the claims reporting requirements must be submitted to City for review.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by the Contractor, its employees, agents and subcontractors.

00051960 4 Exhibit C, Page 3 of 3
4861-5394-9854, v. 2
complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances.

02/13/2024 C4 97 of 99

00051960 4 Exhibit D
4861-5394-9854, v. 2

AGREEMENT TO COMPLY WITH CALIFORNIA LABOR LAW REQUIREMENTS [Labor Code §§ 1720, 1771.1, 1773.8, 1775, 1776, 1777.5, 1813, 1860, 1861, 3700]

NOT APPLICABLE TO THIS CONTRACT

02/13/2024 C4 98 of 99

00051960 4 Exhibit E
4861-5394-9854, v. 2

EXHIBIT E

SPECIAL PROVISIONS
This Contract is subject to the following provisions, if checked:

1. State of California grant conditions, as attached.

2. Federal grant conditions, as attached.

3. Other conditions, as attached.

02/13/2024 C4 99 of 99

Vista City CouncilFebruary 13, 2024

Vista City Council
February 13, 2024