Vista City Council
June 23, 2026

ACTION:
____________________________

Clerk/Secretary
Department: City Manager Item No: C5
Prepared by: Cassidy McCarthy, CAP Program Administrator Meeting Date: June 23, 2026 Approved by:

Imelda Huerta, Assistant City Manager
John Conley, City Manager Agenda Location: Consent Calendar S
UBJECT: CLIMATE ACTION PLAN UPDATE – AWARD OF CONTRACT
RE
COMMENDATION: Adopt City Council Resolution No. 2026- , approving the contract with Ascent Environmental Inc. for professional consulting services for the Climate Action Plan Update.

CO
RRELATION TO CITY COUNCIL GOALS: Climate and Environmental Responsibility P
RIOR ACTION: On June 9, 2026, adopted City Council Resolution No. 2026-108, amending the Operating Budget for Fiscal Years 2025/26 and 2026/27 (Vote 5-0).

O
n December 9, 2025, adopted City Council Resolution No. 2025-204, amending the Operating Budget for Fiscal Years 2025/26 and 2026/27, and amending the Capital Project Budget for Fiscal Years 2024/25 and 2025/26 (Vote 5-0).

O
n April 8, 2025, adopted City Council Resolution No. 2025-50, entitled “A Resolution of the City Council of the Chartered City of Vista, California, Authorizing the Filing of an Application for Grant Funds from the San Diego Association of Governments and Accepting the Terms of the Grant Agreement.” (Vote 5-0).

S
TATEMENT ON THE SUBJECT: The City of Vista applied for and received funding through SANDAG’s TransNet Smart Growth Incentive Program Climate Action Planning Grant for a Comprehensive Climate Action Plan (CAP) Update. The City of Vista is using this funding source to update the existing 2021 Climate Action Plan which must include all elements of the grant.

The C
AP Update project will create a forward -thinking roadmap for climate action in Vista that is aligned with both local priorities and broader environmental mandates as well as prepare Vista for future climate challenges. This plan aims to achieve Vista’s goals for a safe, connected, and environmentally sustainable future by engaging with the community, building upon current and projected local, regional and state climate action work and legislation, and developing modern greenhouse gas (GHG) emissions reduction targets, measures, and goals.

The
CAP Update project will chart a progressive path forward for Vista to achieve its climate action objectives by developing a new GHG inventory and producing detailed near- and long-term GHG emissions forecasts.

The measures developed in the CAP Update project will incorporate stakeholder and community engagement with a cost benefit analysis for implementation feasibility and considerations for GHG reduction potential, available funding, and equity.

AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
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MEETING DATE: JUNE 23, 2026 PAGE 2
SUBJECT: CLIMATE ACTION PLAN UPDATE – AWARD OF CONTRACT On March 25, 2026, the City issued a Request for Proposals (RFP) for professional services for the Climate Action Plan Update on the City’s procurement website and online procurement portal, OpenGov. The City received eleven proposals on April 30, 2026, from the following firms:

C
ompany Name Location
A scent Environmental, Inc. San Diego, CA
Blue Strike Environmental, Inc. Monterey, CA
Chloeta Oklahoma City, OK
Dudek Encinitas, CA
GSI Environmental, Inc. Irvine, CA
Introba St. Louis, MO
Kimley-Horn San Diego, CA
Michael Hendrix Consulting Hesperia, CA
Rincon Consultants, Inc. Carlsbad, CA
Sustainability Solutions Group Albany, NY
TPR Enterprises LLC, d.b.a. EcoEngineers Des Moines, IA S
taff reviewed and ranked the proposals based upon pre-determined criteria identified in the RFP, including overall experience, understanding of objectives, and experience with similar projects. Staff then reviewed the proposed fee of the top candidate and negotiated a fair and reasonable fee for the proposed scope of work. Based on the evaluation of the proposals, City staff recommend the selection of Ascent Environmental, Inc to provide professional services for the Climate Action Plan Update.

FI
SCAL IMPACT: The cost for Ascent Environmental Inc. to prepare the Climate Action Plan Update is $335,000 and the grant funds were approved through an amendment to the Operating Budget in the second quarter financial report on March 10, 2026. Approval of the staff recommendation will utilize this funding.

EXHIBITS:

1. City Council Resolution No. 2026- , approving a contract with Ascent Environmental Inc. for professional consulting services for the Climate Action Plan Update

2. Contract with Ascent Environmental Inc.
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RE
SOLUTION NO. 2026-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING A CONTRACT WITH ASCENT
ENVIRONMENTAL INC. FOR PROFESSIONAL CONSULTING SERVICES

FOR THE CLIMATE ACTION PLAN UPDATE
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 3.08.060B of the Vista Municipal Code, a request for proposals (RFP) was issued on March 25, 2026.

B. Eleven proposals were submitted in response to the RFP and were evaluated based upon the predetermined set of criteria identified in the RFP.

C. Staff recommends the selection of Ascent Environmental Inc. as the consultant to provide professional consulting services for the Climate Action Plan Update.

2. Action.

A. The contract between the City of Vista and Ascent Environmental Inc. for professional consulting services for the Climate Action 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 June 23, 2026, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20260615095745
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
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EXHIBIT 1
Professional Services (Non-Construction) (RFP)(NPW)
1 of 9
Ascent
[51960-2] 00051960 4

CONTRACT FOR PROFESSIONAL SERVICES

CITY OF VISTA CLIMATE ACTION 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: Cassidy McCarthy
Billing Contact: Cassidy McCarthy
The “Contractor”
ASCENT ENVIRONMENTAL INC., a
California corporation
2550 Fifth Avenue, Suite 640
San Diego, CA 92103
Contact: Poonam Boparai

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: City of Vista Business License.

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 April 30, 2026 (“Exhibit B”).

2.6 The “Contract Ceiling Price” is: $335,000.00

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 24 months, in increments of City’s choice, for a maximum Term of 60 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 06/23/2026
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EXHIBIT 2
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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.

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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.

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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.

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, 06/23/2026
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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. 06/23/2026
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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.
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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 INDEMNIFICATION
Other than in the performance of Design Professional services, which shall be solely addressed as in Section 19.1 below, to the fullest extent permitted by law, Contractor shall defend, indemnify and hold City and its officers, officials, employees, and volunteers harmless against any and all liability, loss, damage, fine, penalty, expense, claim or cost (including without limitation costs and fees of litigation) of every nature (collectively, “Liability”) arising out of or in connection with Contractor’s performance under this Contract, including defects in design, except: (1) Liability caused by City's sole negligence or willful misconduct; or (2) for Liability caused by City's active negligence, in which case the indemnity received by City shall be reduced by the amount: (i) that City's active negligence contributed to the Liability on a comparative basis; or (ii) such other amount as may be required by law (“Duty of Indemnification”).

19.1 To the fullest extent permitted by law (including, without limitation, California Civil Code Section 2782.8), with respect to the performance of Design Professional services, Contractor shall indemnify and hold harmless the City and its officers, officials, employees and volunteers harmless against all claims, demands or liability that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of Contractor in the performance of Design Professional services under this Contract. In relation to Design Professional services, in no event shall the cost to defend charged to Contractor exceed the Contractor’s proportionate percentage of fault.

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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.

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).
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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.

[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:

ANALISA HOLBROOK, RISK MANAGER

By:

“Contractor”

ASCENT ENVIRONMENTAL, INC.,, a
California corporation

By:

Poonam Boparai, Principal | Southern
California Regional Director

APPROVED
Allegra Frost
20260603162040
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00051960 4 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS

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REQUEST FOR PROPOSALS (RFP)

FOR PROFESSIONAL CONSULTING SERVICES

FOR THE CITY OF VISTA

CLIMATE ACTION PLAN UPDATE
SANDAG SGIP Cycle 6 Climate Action Planning VS-3

Issue Date: March 25, 2026

Submittal Deadline: April 30, 2026

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2 REQUEST FOR PROPOSALS

CITY OF VISTA CLIMATE ACTION PLAN UPDATE

I. INTRODUCTION

The City of Vista is requesting proposals from qualified consulting teams to provide professional services for the preparation of a Climate Action Plan Update . Consulting firms should be informed this is a grant-funded project and time is of the essence . As part of the grant award grant funding is set to expire by June 2029.

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:

City of Vista Procurement Portal

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 relat ed to OpenGov Procurement under Section VII (Proposal) herein.

All notifications, updates and addenda will also be posted on th is portal. Proposers shall be responsible for monitoring this portal to obtain information regarding this solicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal.

Responses to this RFP will be accepted until April 30, 2026.

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3 II. BACKGROUND AND PROJECT DESCRIPTION

The City of Vista applied for and received funding through SANDAG ’s TransNet Smart Growth Incentive Program Climate Action Planning Grant for a Comprehensive Climate Action Plan (CAP) Update. The City of Vista is using this funding source to update the existing 2021 Climate Action Plan which must include all elements of the grant.

The CAP Update project will create a forward-thinking roadmap for climate action in Vista that is aligned with both local priorities and broader environmental mandates as well as prepare Vista for future climate challenges. This plan aims to a chieve Vista’s goals for a safe, connected, and environmentally sustainable future by engaging with the community, building upon current and projected local, regional and state climate action work and legislation, and developing modern, specific, and greenhouse gas (GHG) emissions reduction targets, measures, and goals.

The CAP Update project will chart a progressive path forward for Vista to achieve its climate action objectives by developing a new GHG inventory, producing detailed near- and long-term GHG emissions forecasts. The measures developed in the CAP Update project will incorporate stakeholder and community engagement with a cost benefit analysis for implementation feasibility and considerations for GHG reduction potential, available funding, and equity.

The goals of the CAP Update are to:

1. Deploy a citywide survey to obtain the current public perception of climate action needs.

2. Develop a Climate Action Plan informed by the citywide survey and supported by a thorough, innovative public engagement campaign.

3. Develop and implement a methodology to prioritize GHG emissions -reduction measures based on criteria such as GHG-reduction potential, available funding, equity for underserved communities, and monitoring capacity. Such measures should consider the statutory and regulatory limitations posed by existing State and Federal Law*.

4. Include a new GHG emissions inventory and plan for GHG emissions tracking in the future.

5. Implement any CEQA mitigation measures from the final adopted Vista General Plan 2050 Program EIR related to a CAP Update. Current draft Vista General Plan 2050 and Program EIR available at: www.Vista2050.com

6. Enhance the climate action and sustainability work already in progress at the City.

7. Promote community and stakeholder engagement to instill a positive perception of community connectedness.

8. Promote the implementation of GHG-reduction measures.

9. Support state and regional efforts to decrease greenhouse gas emissions.

10. Align with other Vista planning initiatives, including the updated Vista 2050 General Plan designations, Housing Element, and Sustainable Mobility Plan.

11. Include sustainable measures and goal standards to foster climate resiliency. 06/23/2026
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4 12. Facilitate the creation/reestablishment of an internal working group between City Departments.

13. Improve public health outcomes, especially for residents in identified disadvantaged communities.

14. Ensure that plan recommendations are feasible and cost-effective.

15. Develop a cost-benefit analysis to ascertain the financial implications of each GHG reduction measure and ensure sustainable financial backing.

16. Develop a project website that will include a CAP implementation and monitoring Dashboard

17. Prepare Vista to implement the GHG reduction measures, including identifying and recommending competitive grant funding opportunities for recommended projects.

*Examples include AB 130 (2025) which largely prohibits cities and counties from modifying these building standards for housing projects. (H&S Code § 17958.5(c).) Similarly, recent cases generally provide that Federal law preempts State and local regulations from banning many natural gas appliances. (California Restaurant Association v. City of Berkeley (2023) 65 F.4th 1045.)

Time is of the essence for this grant is funded project . Consultant firms are re quired to coordinate, schedule and staff their teams to meet the June 2029 deadline.

III. PROPOSED SCOPE OF SERVICES

The scope of work generally includes evaluating and analyzing existing planning documents (including the Draft and Final Vista General Plan 2050 Program EIR and the Vista 2050 General Plan update itself), and climate action and sustainability implementation efforts, analyzing current and future regional and state climate action and sustainability efforts and legislation, identifying Vista’s highest GHG emission sectors, public outreach and stakeholder meetings, and preparation of a final plan with updated emissions estimates, GHG reduction measures, cost benefits analysis, funding opportunities and implementation methods which will be brought before City Council for approval.

Appendix “A” includes the scope of work in the SANDAG Smart Growth Incentive Program (SGIP) grant. The scope and tasks identified in this attachment are requirements of the grants therefore Consultant teams need to ensure their proposals meet these requirements.

Appendix “B” includes the SANDAG SGIP grant application language . Consultant firms must review the grant application and ensure their proposal addresses all required elements.

Appendix “C” contains the grant agreement template, including the draft performance metrics and budget . Consultant firms must review and confirm th eir teams will adhere to all requirements within the agreement as the City’s third-party contractor.

Appendix “D” summarizes an initial list of approved and/or ongoing City initiatives that need to be reviewed, coordinated with, or expanded upon as a part of this effort.

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5 Appendix “E” contains the City of Vista Standard Professional Services Agreement, that will be amended to incorporate SANDAG Grant Requirements.

IV. CITY RESPONSIBILITIES

The following is a list of the City’s responsibilities during the term of the agreement:

1. Provide all available plans, studies, reports, , and other pertinent records

2. Process and respond to requests to the City

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

4. Coordinate, notice, and schedule all public meetings, and meetings with City’s boards, Commissions, and City Council

5. Prepare all administrative reports to City Commissions and City Council

6. Provide meeting site arrangements for public meetings and workshops

7. Review submittals from the Consultant in a timely manner

8. Distribute public information through newsletters, flyers, email blasts, City website, and City social media channels

9. Submit grant reports to the appropriate granting agency

10. Execute agreements, as needed, with other agencies or entities

V. COORDINATION

The grant scope of work includes the establishment of focus groups with Community Based Organizations and regional information gathering. Consultant teams should anticipate coordination efforts with at least the following stakeholders: the San Diego Association of Governments (SANDAG), North County Transit District (NCTD), the Vista Unified School District, Vista Community Clinic, and other involved agencies as required to achieve the project goals.

Coordination efforts should also include other stakeholders including non -profits and community partners.

VI. PROPOSAL

A Notice to Proceed for this project is scheduled to be issued in June 2026. 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.

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6 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 using 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.

Note: The City of Vista complies with the Americans with Disabilities Act. If you require reasonable accommodations, please contact the Office of the City clerk, 760 -639-6125, at least forty-eight (48) hours prior to the bid opening.

REQUIREMENTS

In order to maintain uniformity with all proposals furnished by Consultants, it is hereby requested the proposals be limited to a
maximum of ten (10) pages (excluding front and back
covers, section dividers, Cover Letter , Fee Proposal, Work Schedule, sample Work Product, and resumes).

The Proposal should be formatted to fit on 8-1/2 x 11 pages. Larger pages up to 11x17 can be used for exhibits, such as a schedule, if needed to make the exhibits legible due to a substantial amount of detail. The page count is based on pages of informat ion included in the RFP that indicate the Consultant’s qualifications. Double-sided pages are acceptable, and a page that says “this side intentionally left blank” does not count toward the page limit.

Proposals should include, at a minimum, the following elements:

1. COVER LETTER, which includes:
a. The name and address of the firm on formal letterhead, b. The name of the project, and
c. The name, title, and signature of an individual with authority to bind the Consultant.

2. STATEMENT OF QUALIFICATIONS, which includes:
a. A synopsis of the firm’s qualifications,
b. An Organization Chart showing the names , titles and classifications of key personnel, and project team relationships,
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7 c. A staffing plan and descriptions of the qualifications of the Project team members, including the percentage of time each team member will devote to the project, d. Resumes of key prime and subconsultant staff members assigned to the project, e. A list of similar contracts completed by the firm or team members within the last five (5) years. Include the project name; project description; location; role and level of involvement of the prime firm as well as any sub -consultants; design and/or construction dates of completion; bid costs vs. final construction costs, and client references with name, phone number and email address, and f. Information related to the financial responsibility of the firm.

3. WORK PLAN which describes:
a. The Consultant’s understanding of the project,
b. The approach and methodology to be used to accomplish the required services, and
c. The Consultant’s proposed Scope of Work based on the tasks listed in the Appendix A of this Request for Proposals, with suggested alternatives to the proposed tasks or deliverables that may improve upon achievement of the project objectives. The Consultant should clearly identify any proposed modifications to the tasks listed in the Scope of Work.

4. FEE PROPOSAL (Separately uploaded to OpenGov) which includes a. A detailed breakdown of costs by task and subtask including hours, billing rates, job titles and Consultant firm name. For each task and subtask, list the staff level, number of hours, hourly rate and total cost. Include any other direct charges to be billed on the project such as mileage, reproduction, etc.

Note that Federal
procurement rules do not allow reimbursement of any mark -up by the prime consultant on subconsultant fees and reimbursement of any mark -up on direct charges, together with
b. The cost of non-labor and subconsultant services. This information will be used by City staff to evaluate the reasonableness of the fee proposal and will be used in negotiating the final fee amounts for the Professional Services Agreement. The Consultant’s Standard Hourly Billing Rates for all classifications of staff likely to be involved in the project shall be included with the fee proposal along with the mark- up rate for any non-labor expenses and subconsultants.

5. Detailed WORK SCHEDULE, which shows:
a. The time required for each task, and
b. The reasonable amount of time the Consultant will require to perform the required services. The proposed Work Schedule shall be in Gantt chart form and include a list of the tasks with begin and end dates , and should be based on the proposed start date listed in this RFP. Project milestones and deliverables should be shown, and a reasonable amount of time should be shown for City review of each submittal.

6. Any comments on the City of Vista Standard CONSULTANT AGREEMENT. Identify any concerns with the terms and conditions of the City’s Standard Consultant Agreement 06/23/2026
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8 (Agreement), including Insurance and Indemnification provisions. If terms are acceptable, provide a statement that the Consultant will sign the City’s Agreement as presented.

7. Copies of SAMPLE WORK PRODUCT from a previous similar project completed by the Consultant. The consultant shall submit examples of reports and bid packages consisting of Plans, Specifications, and Estimates for a project similar to the ones described in this RFP. The consultant may provide links to these documents in lieu of attaching them to the RFP.

VII. 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 or his designee 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 and funding has been allocated to specific tasks
(30 points)

2. Responsiveness to Client’s Needs: Familiarity with city, state, and federal requirements and procedures; the required grant timeline; and thoroughness and completeness of proposal in response to RFP (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. (20 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. Quality of Work Product: Demonstrated technical ability based on relevance and quality of sample work product(s). (15 points)

Fee Schedule ( Separate electronic file uploaded to OpenGov Procurement ). The fee schedule of the top ranked C onsultant 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 best value to the City.

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

VIII. REQUIREMENTS FOR PROVIDING SERVICES
The selected Consultant shall comply with all applicable federal, state, and local regulations, 06/23/2026
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9 grant requirements, and contract provisions. The selected consultant team shall perform the full scope of work as described in this RFP including attachments.

The selected consultant shall carry out the instructions received from the City and shall cooperate with the City and other involved agencies.

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

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, estimates, 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, estimates, 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. The minimum standard of appearance, organization and content of the drawings and other work products shall be similar to the Consultant’s Sample Work Products and as set forth in related City of Vista standards and guidelines, or grant requirements. 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, and estimates prepared and shall check all such materials accordingly. The City’s review of any reports, plans, and other work products for conformity with the requirements of the Agreement does not absolve the Consultant of their responsibility for accuracy and completeness.

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

IX. 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 classification. 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 2026, 2027, 2028 and early 2029. Proposed rates shall clearly correlate with names and classifications of staff expected to be involved with the projects.

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10 There will be no compensation to the Consultant for hours expended due to the Consultant’s errors and omissions. There will be no fee rate adjustments during the life of this contract including no increase to hourly rates.

X. METHOD OF PAYMENT

The method of payment to the successful proposer shall be on a time and materials basis with a maximum “not to exceed” fee per task as determined through final negotiations. This figure shall include direct costs; overhead such as, but not limited to, transportation, communications, subsistence, materials and any subcontracted items of work; and reasonable profit. Progress payments w ill be based on actual hours, hourly costs, support service costs and allowable direct costs charged to the project on a monthly basis.

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.

XI. CONSULTING AGREEMENT

A sample Standard Consulting Agreement is encl osed for review, as Appendix “E”. The RFP and the Consultant’s Proposal will be attached and become part of the Agreement as exhibits.

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 , its officers and employees as insured or additional insured.

The contents of the Proposal of the successful C onsultant, with any mutually agreed upon changes, shall become a contractual obligation if a contract ensues. Failure of a C onsultant to accept this obligation will result in the cancellation of any award. Any damage accrued by the City as a result of a failure to contract may be recovered from the Consultant.

The Contract shall begin upon approval by the City, and the Consultant shall commence work immediately after notification to proceed by the City. The contract shall terminate by the date identified in the consulting agreement unless extended by contract amendment approved by the City.

XII. ASSIGNED REPRESENTATIVES

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11 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 N otice- 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 team member leaves the respective Consulting firm.

XIII. 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 RF P or otherwise.

The City reserves the right to extend the due date for p roposals, accept or reject any or all proposals received as a result of this RFP , negotiate with any qualifi ed 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 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.

XIV. DISCLOSURE

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

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12 XV. ESTIMATED TIMELINE

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

1. City Releases RFP March 25, 2026

2. Deadline for Questions April 7, 2026

3. Proposals Due April 30, 2026

4. Notice of Consultant Shortlist (If Applicable) May 7, 2026

5. Consultant Interview (If Needed) May 12, 2026

6. Notice of Consultant Selection May 13, 2026

7. Complete Negotiation of Agreement May 18, 2026

8. Council Award May 26, 2026

9. Notice to Proceed June 2026

XVI. CONCLUSION

If after reviewing the above requirements, the Consultant is interested in proposing services to the City of Vista, the Consultant should notify the City of their interest and their intent to submit a proposal . All submittals must be received by the City of Vista Engineering Department via the online procurement portal OpenGov 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. The City’s project manager estimates the cost to prepare this comprehensive plan will be approximately $ 335,000. Contracts over $ 150,000 must be approved by the City Council.

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 Council.

Any questions shall be submitted through the OpenGov procurement portal by April 7, 2026.

Appendix A: SANDAG SGIP Grant Scope of Work
Appendix B: SANDAG SGIP Grant Application
Appendix C: Grant Award Template, including draft Performance Metrics & Budget Appendix D: City Approved/ Ongoing Initiatives
Appendix E: City of Vista Standard Professional Services Agreement , that will be amended to incorporate SANDAG Grant Requirements.
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13 ATTACHMENT A

Combined Grant Scope of Work

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CITY OF VISTA CLIMATE ACTION PLAN UPDATE SCOPE OF
WORK

Project Information
Grant Categories SANDAG Cycle 6 Smart Growth Incentive Program Project Title Climate Action Plan Update

Introduction
The creation of a Climate Action Plan (CAP) Update will provide a forward-thinking roadmap for climate action in Vista, aligned with both local priorities and broader environmental mandates. This plan aims to combine robust community engagement, current and projected planning document s, legislation at the city, regional, and state levels, current and projected greenhouse gas (GHG) emissions levels, and specific and detailed GHG reduction measures with explicit implementation strategies to create a living document that serves the community and the environment.

The CAP Update will develop a GHG emissions inventory , updated emissions estimates, and evaluate progress on current sustainability measures and goals to ensure that new CAP measures remain implementable and feasible, given changing conditions or demands, and to account for new technologies not considered in previous CAPs. The CAP update will incorporate feedback from the City, its internal and external stakeholders, residents , and businesses to produce a document that reflects the community’s vision. With an updated CAP, the City aims to establish a goal-and-strategy framework to protect public health and safety, improve quality of life, and sustain the environment.

Project Stakeholders
The CAP Update will necessitate the active involvement of crucial stakeholders such as the City of Vista (City), the San Diego Association of Governments (SANDAG), the County of San Diego, and the San Diego Regional Climate Collaborative (SDRCC), who will bring the state, regional, and other climate perspectives to the table. By doing so, they will ensure that the CAP Update not only delivers sustainability solutions for Vista but also aligns with broader long-term vision and plans.

Representatives from various city departments will contribute their extensive knowledge and experience to address a wide range of Vista's needs. For instance, participation by the Community Development and Engineering Departments can provide valuable insight into ongoing and upcoming private and capital improvement projects and the perspectives of planners and developers within the City of Vista.

Incorporating local organizations such as the Vista Unified School District and Vista Community Clinic into the CAP Update stakeholder base can expand its reach to new audiences and better address the needs of underrepresented and vulnerable populations. Furthermore, grassroots advocacy groups offer valuable insights into environmental issues, facilitation skills, and messaging enthusiasm that can inform the CAP Update.

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Overall Project Objectives
The overall objectives of Vista’s CAP Update are to:
• Deploy a citywide survey to obtain the current public perception of climate action needs. • Develop a Climate Action Plan informed by the citywide survey and supported by a thorough, innovative public engagement campaign.
• Develop and implement a methodology to prioritize GHG emissions-reduction measures based on criteria such as GHG- reduction potential, available funding, equity for underserved communities, and monitoring capac ity. Such measures should consider the statutory and regulatory limitations posed by existing State and Federal Law*. • Include a new GHG emissions inventory and plan for GHG emissions tracking in the future. • Implement any CEQA mitigation measures from the final adopted Vista General Plan 2050 Program EIR related to a CAP Update. Current draft Vista General Plan 2050 and Program EIR available at: www.Vista2050.com.
• Enhance the climate action and sustainability work already in progress at the City. • Promote community and stakeholder engagement to in still a positive perception of community connectedness.
• Promote the implementation of GHG-reduction measures. • Support state and regional efforts to decrease greenhouse gas emissions. • Align with other Vista planning initiatives, including the updated Vista 2050 General Plan designations, Housing Element, and Sustainable Mobility Plan. • Include sustainable measures and goal standards to foster climate resiliency. • Facilitate the creation/reestablishment of an internal working group between City Departments. • Improve public health outcomes, especially for residents in identified disadvantaged communities.
• Ensure that plan recommendations are feasible and cost-effective. • Develop a cost-benefit analysis to ascertain the financial implications of each GHG reduction measure and ensure sustainable financial backing.
• Develop a project website that will include a CAP implementation and monitoring Dashboard • Prepare Vista to implement the GHG reduction measures, including identifying and recommending competitive grant funding opportunities for recommended projects.

*Examples include AB 130 (2025) which largely prohibits cities and counties from modifying these building standards for housing projects. (H&S Code § 17958.5(c).) Similarly, recent cases generally provide that Federal law preempts State and local regulations from banning many natural gas appliances. (California Restaurant Association v. City of Berkeley (2023) 65 F.4th 1045.)

Consultant Project Tasks
Task 1: Project Management

Task 1 covers all kick-off and ongoing project management needs. The Consultant will schedule a project kick-off meeting with the City. The kickoff meeting will be used to discuss the project approach, timeline, internal meeting schedule, communication channels, and a project overview, and to address any questions or other items as necessary. The Consultant will prepare an agenda in advance of the kick-off meeting and send meeting notes following the kick -off meeting and all subsequent project -related meetings. Subsequent project -related meetings will include biweekly or as -needed project team meetings, as well as all internal and community engagement meetings described in Task 2.

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Task 1 Deliverables

1.1 Kick off Meeting and project initiation

1.1.1 Establish project objective , team roles , project schedule, workplan, clear lines of communication, and budget

1.1.2 Meeting agenda and minutes

1.2 Ongoing Project Management and Administration

1.2.1 Biweekly or as needed project team meetings

1.2.2 Meeting agendas, action items, status reports, updated project timeline , resource allocation plan and minutes

1.2.3 Sustain clean lines of communication among consultant team and Vista staff

1.3 Monthly Invoicing

1.3.1 Submit regular invoices and project reports to keep City staff aware of percentage complete, remaining budget, and address any challenges identified

Task 2: Community Engagement
Task 2 covers the crucial community engagement component of the project, in which the Consultant will develop a community en gagement plan with a detailed, structured approach to foster stakeholder and community involvement. The CAP Update project will aim to increase the number of community members and community organizations involved in project development and representation by underserved/vulnerable communities through targeted outreach and workshops, some of which will be hosted primarily in Spanish. The project will use various communication channels, such as news letters, mailers, and social media, to invite public comments and foster participation in small-group brainstorming sessions. These additional workshops and outreach sessions will help increase the number of suggestions/proposals from community engagement processes that are incorporated into decisions and plans, and instill a positive perception of social cohesion, connectedness, and community with Vista’s forward-thinking planning documents. To expand public engagement and transparency, the CAP Update will include publicly available progress reports with pertinent performance measures and an opportunity for online comments. It will also have its own dedicated webpage and dashboard, allowing the public to track progress on the CAP Update. Furthermore, the project will reestablish an internal stakeholder group with representatives from all city departments, such as Engineering, Community Development, Housing, and others, thereby i ncreasing coordination and collaboration across sectors. This comprehensive approach aims to enhance social cohesion, amplify community representation, and integrate community- driven suggestions into planning decisions

2.1 Community Engagement Plan
Develop a public engagement plan that outlines outreach methods t o bring in stakeholders and community members into the CAP update process at the right time and in the right way. The plan's overarching goal would be to foster broad engagement and reach key stakeholders, including local industry and businesses ; residents (including neighborhood groups, youth groups, faith -based communities, and other nonprofits and community groups) ; and decision-makers, including the City Council and Environmental Commission. The public engagement plan will establish methods to engage communities and individuals who are traditionally underrepresented in local government processes, for example, by partnering with community champions and community -based organizations. The plan will prioritize procedural equity, accessib ility, and parity, and build on the City’s strengths and existing communications channels. The plan will include the activities listed in Tasks 2.2-2.6.

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2.2 Internal Working Group Meetings
Coordinate and conduct meetings with relevant City Department staff in an internal working group. These meetings will be used to discuss and receive feedback on CAP targets, the feasibility of candidate measures, confirm alignment with other City objectives and programs, identify roles and responsibilities for implementing the CA P actions, and develop detailed tasks to implement the CAP Actions. These meetings will inform nearly all aspects of the project, including CAP measure development, Benefit -Cost Analysis, equity integration, and implementation monitoring procedures.

2.3 Community Workshops and Interpretation Services
Coordinate and deliver in-person and virtual public workshops with attendance and support from the City.

The purpose of these workshops is to provide the community with an overview of the project, develop the project's vision and goals, collect input on community priorities for the City’s Climate Action Plan, and gather feedback on recommendations. In addition, the workshops will clearly communicate the purpose of the CAP, the importance of public engagement, and how the community and stakeholders can be involved in developing and implementing the CAP. The presentation should be the same for each workshop, and one should be h eld entirely in Spanish, while all others should includ e interpretation services. The scope of this task includes, but is not limited to, developing PowerPoint presentations, presentation boards, sign-in sheets, comment cards, and post-event summaries.

2.4 Focus Groups with Community-Based Organizations (CBOs) Coordinate and conduct focus group meeting s with Vista’s Community -Based Organizations to gather targeted insights from community leaders . These meetings will also be used to discuss and receive feedback on CAP targets and the effects of CAP measures within the community . These meetings will inform CAP measure development and the integration of equit y, ensuring that the CAP benefits all members of the community.

2.5 Online Engagement and Project Website
Develop and maintain a draft and final project website that allows the public to access current project information, project milestones, monthly project updates, upcoming events, and documents for public review. The public will be able to submit questions, express their concerns, and provide feedback at their convenience. The website shall be monitored, maintain ed, and update d weekly during the project ’s duration. After the updated CAP is drafted and approved , the website will serve as a dashboard for monitoring implementation. In addition, develop draft and final materials suitable for social media and other outreach channels, such as the City newsletter, to promote the project and its progress and inform the public on how to participate in the planning process.

2.6 City Council Study Sessions
Coordinate and conduct City Council Study Sessions, workshops, or meetings with Council members individually as needed to allow for in -depth, preliminary exploration of the CAP update and measures .

These meetings will be used to discuss and receive feedback on CAP targets and the operational and financial effects of CAP measures on City operations.

2.7 Community Engagement Summary
Develop a draft and final Comprehensive Outreach Summary Report detailing the outreach methodology, number of events, participation levels, social media and website data, and findings at the conclusion of the project. This report will cover the execution a nd outcomes of each initiative, providing an in -depth analysis of community engagement, which includes stakeholder communication methods and feedback received.

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Task 2 Deliverables

2.1: Community Engagement Plan

2.2: Internal Working Group Meetings

2.2.1: Meeting agendas, Summaries, Action items

2.3: Community Workshops and Interpretation Services

2.3.1: Workshop materials, photos, feedback summary

2.4: Focus Groups with Community-Based Organizations (CBOs)

2.4.1: Focus group findings and recommendations report

2.5: Online Engagement and Project Website

2.5.1: Live project website with online engagement tool

2.6: City Council Study Sessions

2.7.1: Presentation Materials, meeting notes

2.7: Community Engagement Summary

Task 3: Climate Action and Adaptation
Task 3 covers data collection and development which will help inform the establishment of the Climate Action Plan Update . Understanding all previous climate action , sustainability and planning initiatives including the General Plan 2050, is pertinent to creating a CAP that is encompassing all current and future planned climate action efforts. This project will require at least one new greenhouse gas (GHG) inventory from 2022 or newer to be developed that can be leveraged and compared against previous GHG inventories with the already established baseline year of 2012 from the previous CAPs. This new inventory will be used to make new GHG forecasts and reduction targets that in turn will inform the number and types of measures and goals that will be incorporated into the CAP update. By building on previous climate action initiatives and linking its strategies to the General Plan 2050, the updated GHG reduction targets and climate action and adaptation strategies will chart a progressive path forward for Vista.

3.1 Vulnerability Assessment
Identify climate vulnerabilities within the community through the community engagement task and through reviewing all previous and current climate action and planning documents. This includes incorporating information from the 2050 General Plan as well as any findings brought forward from the Sustainable Mobility Plan.

3.2 Greenhouse Gas Inventories
Collect greenhouse gas data and develop at least one greenhouse gas inventory report for the year 2024 or newer to quantify greenhouse gas emissions in Vista and that can be compared against previous GHG inventories. These reports should be incorporated into the CAP update document as well as be used to identify highest emissions sectors in the city and inform the GHG forecasts and reduction targets.

3.3 Greenhouse Gas Forecasts and Reduction Targets
Evaluate current GHG forecasts and reduction targets along with developed GHG inventories to establish future emission scenarios in a GHG forecast report and determine whether it is necessary to update overall emissions target s. U pdate the CAP emission estimates, including the Emissions Projections in Section 2.3, to take into consideration the updated land use designations and buildout assumptions for the Vista 2050 General Plan update.

While Vista 2050 contemplates increased development density and intensity, that development is focused in “Opportunity Areas (OAs)” (General Plan Figure LUCI-4) and two new land use designations: Mixed Use Corridor (MU -C) and Mixed Use General (MU -G) on the primary transit corridors (i.e., transit priority 06/23/2026
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areas) in the City. Recognizing that climate change is a global issue, and does not end at the City's borders, the forecast and reduction targets should consider the ability of new development to offset other more intensive GHG emission sources outside the City's borders, and the benefits associated therewith. As discussed under state law: “The consequences of failing to effectively and aggressively confront this [Housing] crisis are hurting millions of Californians, … and undermining the state's environmental and climate objectives” (Gov. Code § 65589.5(A)(2)(A); Center for Biological Diversity v. Dept. of Fish & Wildlife (2015) 62 Cal.4th 204, 257 [“the future residents and occupants of development enabled by Project approval would exist and live somewhere else if this Project is not approved. Whether `here or there,' GHG emissions associated with such population growth will occur.”) Similar concepts are also recognized in OPR's Technical Advisory in implementing SB 743 which acknowledges that the VMT ben efits of “a grocery store built in a food dessert that diverts trips from more distance stores,” and "increas[ing] access to common goods and services, such as groceries, schools, and daycare." (OPR 2018 Technical Advisory pp. 30, 27.)

Develop report that includes data sources and methods to project business-as-usual GHG projections, an analysis to show the projected impact of the latest state regulation (including 2025 Title 24 requirements, including solar mandates, energy storage mandates, and EV parking mandates), and an evaluation of existing GHG reduction targets in relation to updated GHG projections and targets. In addition, review and confirm GHG reduction targets are consistent with statewide guidance and other adopted CAPs in the San Diego region to align with local best practices and provide a reduction target recommendation report.

3.4 Climate Action and Adaptation Strategies and GHG Reduction Measures Identify Vista’s most crucial adaptation needs and review current CAP measures and efforts along with efforts and CAP measures or related efforts of neighboring , regional, and state agencies to f ormulate actionable strategies and measures with similar characteristics. Specific, GHG reduction measures will be developed with the consideration of GHG reduction potential, the benefit -cost ratio, available funding, equity, and ability to monitor. These measures will use the work of the community engagement task and the analysis of current GHG emission sources to ensure the proposed GHG reduction measure s meet regulatory and stakeholder needs. These measures and strategies will be drafted into a list or matrix and reviewed by City staff prior to being incorporated into the CAP update document. Such measures should consider the statutory and regulatory limitations posed by existing State and Federal Law. For example, AB 130 (2025) largely prohibits cities and counties from modifying these building standards for housing projects. (H&S Code § 1795 8.5(c).) Similarly, recent cases generally provide that Federal law preempts State and local regulations from banning many natural gas appliances. (California Restaurant Association v. City of Berkeley (2023) 65 F.4th 1045.)

Task 3 Deliverables

3.1 Vulnerability Assessment

3.1.1 Review existing conditions and relevant planning documents

3.1.2 Vulnerability Assessment Report

3.2 GHG Inventories

3.2.1 GHG Inventory Reports

3.3 GHG Forecasts and Reduction Targets

3.3.1 GHG Forecast Report

3.3.2 Reduction Target Recommendation Report

3.4 Climate Action and Adaptation Strategies and GHG Reduction Measures

3.4.1 Matrix of Candidate CAP Measures

3.4.2 Adaptation Strategies Report

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Task 4: Implementation and Monitoring
Task 4 covers designing an implementation framework with cost and benefit analysis including an implementation plan and monitoring strategy. The draft CAP measures from task 3 will be analyzed for estimated benefit-cost ratio s, cost -per-metric ton of GHG reduction values, and co -benefits to help understand the cost-effectiveness of candidate CAP measures, inducing the financial impacts to residents and businesses. In addition, CAP measure implementation cost and feasibility will be analyzed through working with City staff to estimate the internal staffing, capital and operational, consulting, and other costs to the Ci ty. This systematic approach will be underpinned by established protocols and regular progress reviews, thereby facilitating effective implementation of the plan and the achievement of GHG emissions reduction targets. Transparent monitoring reporting is essential to the project, so the development of a robust framework for monitoring measures that ensures systematic tracking of both the measures and goals outlined in the CAP update is crucial . This includes developing tangible benchmarks that are institutionalized through implementation and monitoring strategies or tools that facilitate year-over-year assessment of successes and areas for improvement. This may also include tracking net new buildout of residential and non-residential development contemplated in the Vista 2050 General Plan EIR.

4.1 Implementation Cost Analysis
Develop an analysis and report on the financial implications of the implementation of draft CAP measures to the City, residents and businesses . Review best practices and budgets from other jurisdictions and current/projected financial trends to ensure that the cost estimates are accurately calculated. In clude estimations of internal staffing, capital and operational, consulting, and other costs to the City . Develop a user-friendly data collection tool that can be used to provide estimates of the anticipated level of effort, staffing costs, and other costs to implement CAP activities. Final report will include and analysis of a list of implementation actions, department -specific data collection tools and preliminary results spreadsheets.

4.2 Cost/Benefit Analysis Report
Review draft CAP measures and collect data to calculate benefit -cost ratios and dollar- per-metric ton values for each measure which includes the financial impacts to residents and businesses . Consider upfront and ongoing costs, any cost reductions due to subsidies and benefits received over the life of the activity specified in each CAP measure and identify co -benefits related to each draft CAP measure.

Summarize these findings and the finding from task 4.1 into a report or table that can easily be communicated to City Council, Commissions, or the public.

4.3 Implementation and Monitoring
Review current implementation processes and develop new procedures that will streamline and improve the consistency and transparency of CAP Implementation and Monitoring. Develop a structed approach to implementation of the CAP measures that encompasses the identification of responsible parties, delineation of key actions, establishment of a timeline, assessment of associ ated cost and identification of potential funding sources. This includes the creation of an implementation mat rix similar to previous CAPs within the region that summarizes the details of each measure’s implementation that can be easily shared and communicated. To ensure ongoing monitoring and institutionalized procedures, CAP implementation and monitoring strategies or tools will be developed to assist the City with tracking reductions from CAP measures. In addition, an annual monitoring report will be published for the current CAP through the project timeline that will detail updates on CAP progress and serve as vital communication for stakeholders. Lastly a recommended timeline will be put forth for future GHG emissions inventories, updates t o the CAP, and subsequent monitoring plans, thereby fostering a 06/23/2026
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continuous cycle of evaluation and enhancement that aligns with Vista’s long -term sustainability objectives.

Task 4 Deliverables

4.1 Implementation Cost Analysis

4.1.1 Implementation Cost Analysis Report

4.2 Cost/Benefit Analysis

4.2.1 Cost/Benefit Analysis Report

4.3 Implementation and Monitoring

4.3.1 Implementation Plan & Matrix

4.3.2 Monitoring Report & CAP Implementation and Monitoring Strategies or Tools

Task 5: Climate Action Plan Document Update
Task 5 covers the final development for a revised and updated CAP which is a product of all the previous task work. The final CAP will build off of the prior CAP’s efforts and include aspects of social equity along with the assembly and integration of the work done in previous project tasks. The CAP Update will be a valuable resource to Vista as a long-range, far-reaching City planning document that incorporates multiple topics, with the input received by internal and external stakeholders. The document will be a forward - thinking roadmap for climate action in Vista that is aligned with both local priorities and broader environmental mandate.

5.1 CAP Outline
Draft an outline and structure of the potential chapters and content for the final Climate Action Plan that will be reviewed by City Staff. The outline will be based on all previous tasks, data collected, and findings and follow best practices as seen around the region.

5.2 Administrative Drafts
Format an administrative draft CAP document that builds on the 2021 CAP and incorporates additional sections or chapters according to this project’s scope. This draft will be submitted to the City for review and internal comments which will be used to build the final public document.

5.3 Public Review Feedback Summary
A final draft will be put out to the public for review and comment prior to finalization. This final public feedback period will be recorded and summarized alongside the community engagement summary from task 2 to be incorporated into the final draft CAP. This creates an enhanced understanding and sense of belonging within the CAP document.

5.4 Final CAP
Following public review, identify any potential changes and make them as needed. This task assumes minimal editorial revisions to the document and no changes to the technical data. The final document will be prepared for the formal adoption process through City Council. This task along with task 2 assumes the project leads will prepare for and attend at least one Commission meeting and one City Council meeting for the Final CAP approval and adoption.
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Task 5 Deliverables

5.1 CAP Outline

5.2 Administrative Drafts

5.3 Public Review Feedback Summary

5.4 Final CAP

Task 6: Environmental Analysis
Task 6 covers examining the potential environmental impacts of the CAP and Climate Change within the City of Vista, the region, and the state. This will build off of the findings from Vista’s General Plan 2050 and incorporate information from the Program Environmental Impact Report. There will be a draft of the supplementary content for staff review followed by a final addendum which will go through the review and approval process alongside the Final CAP document.

Task 6 Deliverables

5.1 Draft Environmental Analysis Addendum

5.2 Final Environmental Analysis Addendum

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14 ATTACHMENT B

SANDAG SGIP Grant Application

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Smart Growth Incentive Program 1 Grant Application Instructions Cycle 6 – Climate Action Planning Project

Smart Growth Incentive Program (SGIP)
Cycle 6 – Climate Action Plan Project

GRANT APPLICATION INSTRUCTIONS
The following materials must be submitted electronically through BidNet bef ore the Application Deadline.

Applications cannot be emailed. If any of the required components are not completed and included with the application by the Application Deadline so that it can be fully evaluated without negatively impacting the fairness of the competitive process, the application will be deemed ineligible.

Required Components
• Completed Grant Application
• Signed Applicant Statement Form(s)
• Signed Required Forms
o Equal Employment Opportunity Certificate
o Public Contract Code Questionnaires and Statements
o Non-Collusion Affidavit/Declaration
• Project Scope of Work, Schedule, and Budget workbook (Excel file) o The template is available in BidNet.
o If a project is selected to receive funding, the Scope of Work, Schedule, and Budget will be added to the Grant Agreement, with any adjustments required by SANDAG, and the Applicant will be held responsible for implementing the project in accordance with the Scope of Work, Schedule, and Budget. Applicants should follow the directions in the Scope of Work, Schedule, and Budget template.

Recommended Components
• Documentation of support for the project from community groups or individuals • Resolution including all statements provided in the Sample Resolution • The template is available in BidNet.
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Smart Growth Incentive Program 2 Grant Application
Cycle 6 – Climate Action Planning Project
Grant Application
General Information
Applicant Information
Applicant Name City of Vista
Applicant Address 200 Civic Center Drive, Vista, CA 92084

Contact Name Cassidy McCarthy
Title Climate Action Plan Program Administrator
Phone 760.643.5219
Email [email protected]
Climate Action Plan (CAP)
☐ The Applicant does not have a locally-adopted CAP.
☒ The Applicant has a locally adopted CAP. The document is available here (provide link):
https://www.vista.gov/home/showpublisheddocument/24574/637699911232170000 Project Information
Project Title Updating the City of Vista’s Climate Action Plan Project Area Limits The City of Vista
Brief Project
Summary
The City of Vista will be updating their 2021 Climate Action Plan.

Project Manager
List the day-to-day project manager/person who will manage the project.

Name Cassidy McCarthy
Title Climate Action Plan Program Administrator
Phone 760.643.5213
Email [email protected]
Additional Contacts for Grant-Related Correspondence
Include the individual(s) who will prepare the quarterly reports, submit invoices, or otherwise be involved in the project.

Role City of Vista Grants Writer
Name Angela Baggett
Title Management Analyst / Grants Writer
Phone 760.643.5362
Email [email protected]

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Smart Growth Incentive Program 3 Grant Application
Cycle 6 – Climate Action Planning Project
Role
Name
Title
Phone
Email

Role
Name
Title
Phone
Email

Role
Name
Title
Phone
Email
Project Partners
List the name(s) and contact information for any project partners.

Entity Name
Contact Name
Title
Phone
Email

Entity Name
Contact Name
Title
Phone
Email

Entity Name
Contact Name
Title
Phone
Email

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Smart Growth Incentive Program 4 Grant Application
Cycle 6 – Climate Action Planning Project
Project Budget
SGIP Funding Request

Total SGIP Grant Request Amount $400, 000
Matching Funds
List the source(s) and associated dollar amounts of proposed matching funds. Matching funds can consist of in-kind services or cash match from the Applicant, funds from outside sources such as developer contributions, non-profit contributions, other state or federal funds, or other quantifiable sources. Other TransNet funds, including Local Street and Road Program funding, cannot be used as a match.

Source of Funding Vista’s General Fund
Amount of Funding $45, 000

Source of Funding Vista’s CAP B udget
Amount of Funding $40, 000

Source of Funding
Amount of Funding $

Total Matching Funds Provided $85, 000

INDIRECT COSTS
The Applicant intends to apply indirect costs to the project:
☐ Yes* ☒ No

*If the Applicant intends to apply indirect costs, the following method will be used:
☐ The Applicant has a Federally Negotiated Indirect Cost Rate (FNICR) recognized by the federal government, and that rate will be used.
☐ The Applicant has never received a FNICR and will elect the de minimis rate. The current de minimis rate is 15%.
*Applicants who intend to apply indirect costs to their proposed project should ensure that the indirect costs are incorporated into the Scope of Work, Schedule, and Budget worksheet. 06/23/2026
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Smart Growth Incentive Program 5 Grant Application
Cycle 6 – Climate Action Planning Project
Performance Measures
Using the SGIP Performance Metrics, which are available with the other SGIP application materials in BidNet, select five metrics that can be used to measure the project’s success in meeting the SGIP goals and objectives. Please be aware that at the end of the grant term the Applicant must be able to meet all five metrics that it lists below or the Applicant may be required to repay the grant. The Applicant will report on the progress toward meeting these performance metrics in its quarterly report.

In the table below, list each performance metric selected, and include the baseline measure (what the num
ber is today, before the SGIP program begins).

Metric
No.

Performance Metric (from the SGIP Performance Metrics list) Baseline Measure

1. Increase number of publicly available pr ogress reports and/or dashboards with pertinent performance measures
No current
dashboard, only
current CAP &
monitoring report

2. Increase number of community members and community
or
ganizations involved in project development and representation by underserved/vulnerable communities
Currently only our
Environmental
Commission

3. Increase number of suggestions/proposals from community enga
gement processes that are incorporated into decisions and plans Currently only public
comment at Council
or Commission
meetings

4. Instill positive per ception of social
cohesion/connectedness/community
Current lack of
awareness on the
community
connectedness and
social cohesion

5. Increase level of coordination/collaboration among relevant depa
rtments (transportation, landuse/zoning, housing, economic development, public health, etc.)
Currently have an
internal working
group but lacking in
some department
representation

In the space below, include any additional information regarding the Applicant’s selected performance metrics or baseline data.

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Smart Growth Incentive Program 6 Grant Application
Cycle 6 – Climate Action Planning Project
The City is committed to enhancing community engagement and transparency in the climate action plan (CAP) update process through a dedicated webpage and inclusive workshops. This platform will serve as a repository for publicly accessible progress reports and performance metrics, enabling residents to track advancements associated with the newly adopted CAP. By collaborating with our consultant and the Environmental Commission, we will actively involve external stakeholders, particularly underserved communities, via targeted outreach and Spanish-only workshops. Our strategy includes utilizing various communication channels, such as newsletters and social media, to invite public comments and foster participation in small group brainstorming sessions. Furthermore, we will re-establish an internal stakeholder group with representatives from all city departments, ensuring increased coordination and collaboration across sectors. This comprehensive approach aims to enhance social cohesion, amplify community representation, and integrate community-driven suggestions into planning decisions, all of which align with the performance metrics noted above.

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Smart Growth Incentive Program 7 Grant Application
Cycle 6 – Climate Action Planning Project
Evaluation Criteria Responses

1. New Climate Action Plan Or CAP Update Contents
A. New CAP Or CAP Update Timeline
This project will (select one):
☐ Develop a new CAP
☒ Update an existing CAP. The existing CAP was adopted:
☒ Three or more years ago ( 2/28/2022 or earlier)
☐ L ess than three years but more than one year ago (between 3/1/2022 and 2/28/2024) ☐ Within the last year (between 3/1/2024 and 2/28/2025) ☐ Neither develop a new CAP nor update an existing CAP(skip to Criteria #2 below) B. GHG Emissions Inventory And Near- And Long-Term GHG Emissions Forecasts And Reduction Targets

Describe in the space below the approach to the new CAP or CAP Update, including the greenhouse gas (GHG) emissions inventory and the baseline year that will be used, in accordance with adopted protocols.

Describe how the CAP or CAP Update will include near- and long-term GHG emissions forecasts (e.g., 2035 and 2050) and GHG reduction targets.

If the project is neither a new CAP nor CAP Update, this question can be skipped.

The 2026 Climate Action Plan (CAP) Update project is designed to integrate comprehensive community and stakeholder engagement, ensuring diverse input throughout the planning process.

This endeavor will commence with the development of a greenhouse gas (GHG) emissions inventory, establishing a baseline year of 2022 or newer in alignment with adopted protocols. By leveraging past GHG inventories alongside the newly created inventory, the CAP Update will produce detailed near- and long-term GHG emissions forecasts for target years such as 2035 and 2050. These forecasts will be informed by current and projected legislation at the City, Regional, and State levels, thus ensuring compliance and alignment with broader climate goals. Furthermore, the CAP Update will identify sectors with the highest emissions, which will inform the establishment of actionable GHG reduction targets, goals, and measures. By building on previous climate action initiatives and linking its strategies to the City’s new General Plan Update 2050, the updated CAP will chart a progressive path forward, positioning Vista to achieve its climate action objectives effectively and sustainably. This methodical approach not only addresses immediate emissions concerns but also prepares Vista for future climate challenges.

To ensure the efficacy, we will procure a consultant with demonstrated expertise in developing CAP measures and goals, in adherence to our established city procurement policies. This meticulous approach will create a forward-thinking roadmap for climate action that is aligned with both local priorities and broader environmental mandates,
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Smart Growth Incentive Program 8 Grant Application
Cycle 6 – Climate Action Planning Project
C. GHG Reduction Measures

Describe in the space below how the Applicant will ensure that the new CAP or CAP Update will include specific, quantifiable GHG reduction measures to achieve the GHG reduction targets.

If the project is neither a new CAP nor CAP Update, this question can be skipped.

Through our Request for Proposals, in adherence to our established city procurement policies, we will require that our contractor develop specific, quantifiable GHG reduction measures to achieve the GHG reduction targets. These measures will be developed through stakeholder and community engagement with oversight form the City of Vista, a cost benefit analysis for implementation and implementation feasibility. Vista will implement a structured approach to ensure that the new Climate Action Plan (CAP) and its subsequent updates incorporate specific, quantifiable greenhouse gas (GHG) reduction measures aimed at achieving targeted reductions. This will involve a comprehensive analysis of current GHG emission sources and the establishment of baseline metrics against which progress can be measured. Additionally, Vista will engage relevant stakeholders, including community members and experts in sustainability, to identify viable strategies that have proven efficacy in reducing emissions. These strategies will be documented, along with clear performance indicators, to facilitate ongoing monitoring and evaluation. Regular progress reports will also be established to transparently communicate the effectiveness of implemented measures, thereby ensuring accountability in reaching the defined GHG reduction targets. The main considerations for developing these measures will be the GHG reduction potential, available funding, equity, and ability to monitor.

2. I mplementation and Monitoring
A. CAP Implementation

For a new CAP or CAP Update, describe in the space below the plan for implementing each GHG emissions reduction measure identified in the CAP, including, but not limited to, the identification of responsible parties, key actions, timeline, costs, and funding sources.

For an Implementation Plan for an existing CAP, describe in the space below how the project will develop an implementation plan for an existing CAP, including but not limited to the identification of responsible parties, key actions, timeline, costs, and funding sources.

The implementation of the greenhouse gas (GHG) emissions reduction measures outlined in the Climate Action Plan (CAP) will necessitate a structured approach that encompasses the identification of responsible parties, delineation of key actions, establishment of a timeline, assessment of associated costs, and identification of potential funding sources. Each measure will be assigned to designated departments or agencies, ensuring accountability and clarity in execution. Key actions will be mapped out to align with specific outcomes, incorporating stakeholder engagement to foster community support and involvement. A comprehensive timeline will be developed, detailing milestones and deadlines to facilitate progress tracking. Cost analysis will be conducted to ascertain the financial implications of each measure, alongside exploration of funding opportunities, such as state grants, federal programs, and public-private partnerships, to ensure sustainable financial backing. This systematic approach will be underpinned by established protocols and regular progress reviews, thereby facilitating effective implementation of the plan and the achievement of GHG emissions reduction targets.

Similar to our current CAP we will develop an implementation matrix that will point to specific departments that measures will relate to and require collaboration with for success. Below is a sample of the current implementation matrix for reference:

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Smart Growth Incentive Program 9 Grant Application
Cycle 6 – Climate Action Planning Project

B. CAP Monitoring

For a new CAP or CAP Update, describe in the space below how progress toward achievement of the GHG emissions reduction target(s) will be monitored, including but not limited to metrics for tracking progress, periodic updates to the GHG emissions inventory, regular reporting of progress, and timing of future CAP updates.

For an Implementation Plan for an existing CAP, describe in the space below how the project will establish monitoring measures for an existing CAP including but not limited to metrics for tracking progress, periodic updates to the GHG emissions inventory, regular reporting of progress, and timing of future CAP updates.

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Smart Growth Incentive Program 10 Grant Application
Cycle 6 – Climate Action Planning Project
Currently, Vista’s Climate Action Plan coordinator continually reviews projects and programs contributing to meeting goals and measures through interviewing and collaborating with project managers to report key milestones towards goals like number of trees planted and completed solar projects. This information is tabulated and combined with established measurable goals from the CAP to monitor progress and establish updates to provide reports and disseminate information to the community and stakeholders periodically. In addition to this the updated CAP will build upon this by creating a robust framework for monitoring measures designed to track progress toward achieving greenhouse gas (GHG) emission reduction targets. Progress will be meticulously evaluated through the systematic tracking of both the measures and goals outlined in the CAP update, ensuring that tangible benchmarks are institutionalized to facilitate year-over-year assessment of successes and areas for improvement. To maintain transparency and accountability, an annual monitoring report will be publicly published; this report will detail updates on CAP progress and serve as a vital communication tool for stakeholders. Furthermore, a recommended timeline will be put forth for future GHG emissions inventories, updates to the CAP, and subsequent monitoring plans, thereby fostering a continuous cycle of evaluation and enhancement that aligns with our long-term sustainability objectives. Through these measures, we aim to ensure that the CAP remains a living document that evolves with our community’s needs and environmental challenges.

3. Project Feasibility
A. Efficient Use Of Project Funds

The Applicant’s Scope of Work, Schedule, and Budget workbook will be reviewed to determine the degree to which the project will efficiently use program funds in the following three areas.

Project Scope of Work

Please indicate which of the following factors was considered when developing the Scope of Work. Check all that apply.

☒ All major tasks and subtasks were included that are necessary to complete the project, including any tasks or subtasks that may be deemed unnecessary during project implementation

☒ The Applicant considered the steps it would take to complete the planning work, including robust stakeholder engagement.

☒ The Applicant considered the effort necessary to prepare any necessary consultant work for competitive bidding and ensured that it’s agency’s procurement requirements will be met before advertising the solicitation.

☒ The Scope of Work considers the approvals needed to enter into a contract with the selected consultant.

Project Schedule

Please indicate which of the following factors was considered when developing the Project Schedule.

Check all that apply.

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Smart Growth Incentive Program 11 Grant Application
Cycle 6 – Climate Action Planning Project
☒ The Project Schedule includes reasonable start dates, taking into account any work that has already been completed before the NTP has been issued and any other tasks or subtasks that might impact the start date for each task and subtask.

☒ Project durations and completion dates are reasonable and include timeframes that the Applicant can actually achieve.

☒ The Applicant is aware that it will be required to adhere to the Project Schedule and that all schedules must meet the Project Milestone and Completion Deadlines that are listed in SANDAG Board Policy No. 035.

Project Budget

Please indicate which of the following factors was considered when developing the Project Schedule.

Check all that apply.

☒ The Project Budget considered all of the tasks and subtasks listed in the Scope of Work.

☒ Each task and subtask identifies reasonable costs to complete the task or subtask, and any matching funds are included.

☒ If the Applicant intends to request reimbursement for indirect costs, those costs are included in the Project Budget and the Applicant indicated in this Application whether it will elect the de minimis rate or it has a FNICR.
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Smart Growth Incentive Program 12 Grant Application
Cycle 6 – Climate Action Planning Project
B. Community Engagement

Please describe how the project has and will continue to have strong community support, opportunities for community input, and how community members can have a meaningful role in the project, including underserved and limited English proficiency populations.

The project will undertake a rigorous approach to community engagement, ensuring active participation from a diverse range of stakeholders across various media platforms. A community engagement plan will be developed through our contractor, encompassing several initiatives such as community workshops, focus groups with local organizations, and an interactive project website. These efforts will be complemented by a community engagement summary and sessions with the City Council. To maximize outreach, the meetings, workshops, and surveys will be advertised through the City’s public newsletter, magazine, and social media channels, and direct mailings, ensuring widespread visibility. Importantly, all outreach materials will be provided in both English and Spanish, with interpretation services available at every workshop, including a dedicated Spanish-speaking session. The update to the Climate Action Plan (CAP) signifies a crucial advancement in garnering community support and encouraging feedback on environmental stewardship, particularly targeting underserved populations and individuals with limited English proficiency. By employing an inclusive framework that leverages partnerships with community-based organizations, faith groups, and educational institutions, the project aims to expand its outreach to effectively engage the 33% of the population that speaks Spanish. To gather a wide array of perspectives that will inform the CAP’s vision and recommendations, diverse engagement strategies will be employed, including community workshops, pop-up events, and web-based surveys. Continuous communication throughout the planning process will underscore our commitment to transparency and community involvement as fundamental aspects in achieving the City of Vista’s goals for a safe, connected, and environmentally sustainable future.

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Smart Growth Incentive Program 13 Grant Application
Cycle 6 – Climate Action Planning Project

4. Board Policy No. 033
A. Prohousing Policies

☐ Applicant currently has HCD Prohousing Designation

OR

Select all policies currently in place in the following categories:

Category 1: Favorable Zoning And Land Use
☐ Housing element plan for zoned capacity of >150% of RHNA ☒ Permitting missing middle uses (e.g., duplexes, triplexes, fourplexes, townhomes) in existing low- density single-family zones
☐ Eliminating minimum parking requirements
☒ Allowing residential in commercial zones
☐ Allowing more/larger accessory dwelling units (ADUs) than state law requires ☐ Density bonus that is >10% more than state requirements ☐ Established Workforce Housing Opportunity Zone (WHOZ) or housing sustainability district ☒ Standards to promote more density
☐ Housing element plan for zoned capacity of >125% of RHNA ☒ Reduced parking requirements

Category 2: Acceleration Of Housing Production Timeframes ☒ Ministerial approval of housing
☒ Streamlined/program level California Environmental Quality Act (CEQA) Environmental Impact Report (EIR) for general plans/specific plans etc.
☐ Permit process that is less than two months
☐ Elimination of public hearings for projects consistent with zoning/general plan ☒ One-stop shop permitting processes or single point of contact ☐ Priority permit processing or reduced plan check times for ADUs/junior ADUs, multifamily, or affordable housing
☒ Streamlined housing development at the project level
☐ Permit process that is less than four months
☒ Three public hearings limit for projects consistent with zoning/general plan ☐ Eliminated or replaced subjective design standards with objective standards that simplify zoning ☐ Standard entitlement application
☒ Publicly posting online status updates on permit approvals

Category 3: Reduction Of Construction And Development Costs ☒ Waived development impact fees for housing
☒ Adopted universal design ordinances
☒ Preapproved prototype plans for missing middle housing (e.g., duplexes, triplexes, fourplexes, townhomes)
☐ Measures that reduce costs for transportation-related infrastructure or that encourage active transit or other alternatives to cars
☒ Reduced development impact fees for housing
☐ Less restrictive ADU standards than state requirements ☒ Fee reduction, including deferrals or reduced fees for housing with people with special needs ☒ Promoting innovative housing types that reduced development costs

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Category 4: Providing Financial Subsidies
☐ Local housing trust fund or collaboration on regional fund ☒ Program to comply with Surplus Lands Act and make publicly owned land available for affordable housing
☐ Enhanced Infrastructure Financing District (EIFD)
☒ Prioritization of local general funds for affordable housing ☐ Grants/low-interest loans for affordable ADUs
☒ Direct residual redevelopment funds to affordable housing ☒ Development and regular use of housing subsidy pool, local/regional trust, or similar funding source

Please provide more information on each of the policies selected (or links to documentation) Favorable Zoning and Land Use
• The City of Vista permits missing middle complexes and plans to amend a Zoning Ordinance by April 2025 that approves missing middle housing in lower-density residential zones. This updated zoning ordinance is part of the 6th Cycle Housing Element of the General Plan Update. • There are 2 areas within Vista that are mixed-use, Downtown Vista Specific Plan and North Santa Fe Overlay Zone (pg 54). (SB 6) Additionally, in Downtown Vista the mixed-use plan allows for reduced parking as it follows California density bonus law and A B2097 to reduce parking requirements on development projects located within ½ half of public transit. • W ith the new General Plan Update, the City of Vista will include policies to promote more density in major corridors and high traffic areas. Currently, standard multifamily developments have a cap of 21 units per acre, but the General Plan Update will update this policy to allow mixed used zones to have a cap of 40 units per acre. The Downtown Vista Specific Plan supports lot consolidation for denser development and the North Santa Fe Overlay Zone allows 40 units per acre with a maximum building height of 60ft.

Acceleration of Housing Production Timeframes
• T
he City of Vista has ministerial approval of housing from previous housing element cycles.

Through this policy, it promotes development in under-utilized properties. With the General Plan Update and Downtown Vista Specific Plan, there is projected to be 20% or more affordable housing through ministerial approval.
• W ith the upcoming General Plan Update, Vista will have a proper EIR to streamline CEQA compliance.
• Some affordable housing projects don’t require public hearings, such as plot plans for missing middle housing and projects with 4 units or less. Currently, any housing project that is greater than 4 units must go through a public hearing, however, Vista is currently working on updating the threshold to be 10 units or more to require a public hearing. In compliance with SB330, Vista has a maximum of 3 public hearings for all projects. • For permitting processes, Vista has a single point of contact through the planning counter.

Larger projects also have a single point of contact through the project engineer. • Vista has eliminated subjective design standards to streamline housing development in addition to providing a pre-application meetings f
or smaller development projects. These pre-
application meetings contain information on the project that is reviewed by departments at the beginning of the process and forwarded to the planning commission for comment, allowing the developers to discuss potential issues and comments as related to the City’s goals and standards prior to applying for the project.

Reduction of Construction and Development Costs
• V
ista has adopted ADA requirements within our objective design standards. • There are 2 housing development ordinances as a result of SB 9. Through these ordinances, it allows the splitting of single-family homes in addition to 10 preapproved housing project templates for ADUs to speed up processing and reduce plan check time. For ADUs under 750 sq ft waived fees can be provided.
• Vista has incorporated density housing policies and mixed-use development to promote active transit and alternative transportation methods. Additionally, the City is hosting an e-bike safety 06/23/2026
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Smart Growth Incentive Program 15 Grant Application
Cycle 6 – Climate Action Planning Project
training and rebate program to teach residents bike safety and provide financial incentives to use alternative transportation instead of single passenger vehicle use. • V ista recently began considering deferring development impact fees f or upcoming affordable housing developments. Specifically, Vista provides reduced impact fees for building ADUs under 750 sqft (no impact fees due, other than school fees) and if it’s over 750 sqft they will pay a percentage of the impact fees.
• T he city offers fee reductions and reasonable accommodations f or housing projects that serve individuals with special needs
Providing Financial Subsidies
• V
ista supports developers in applying for county funds for housing developments, including San Diego County HOME Consortium
• In the Downtown Vista Specific Plan, development projects comply with the Surplus Lands Act • To prioritize local general funds for affordable housing, Vista has added inclusionary housing in our development code in 2022 that requires 9% of units with any new market rate housing project be affordable units
o I nclusionary Housing Study ( November 2022)
• The City of Vista does use residual redevelopment funds to subsidize nearly 100% affordable housing developments
• For ADU developments, the City of Vista has an Accessory Dwelling Unit Fee Waiver Program for ADU projects that are less than 750 sqft.
• The City of Vista also has a Development and Regular use of Housing Subsidy Pool as outlined in the annual reports – Housing Successor Agency Annual Report.

B. Housing Equity

The Applicant has the following policies or practices that advance housing equity (mark all that apply).

☒ An adopted inclusionary housing ordinance

☐ Establishment of rent stabilization

☒ Establishment of anti-displacement policies in conjunction with transit improvements

☐ Creation of a strategy or fund to preserve naturally occurring affordable housing

☒ Creation of tenant protection policies such as access to legal counsel, just cause eviction policy, etc.

☐ Rezoning and other policies that result in a net gain of housing capacity while concurrently mitigating development impacts on or from environmentally sensitive or hazardous areas.

☒ Programs, land use plans, and new policies (other than those indicated in the Prohousing Policy Implementation section above) that are intended to result in increased investment (such as infrastructure, housing, open space, etc.) in lower opportunity areas. Such areas include but are not limited to, Low Resource and High Segregation & Poverty areas designated in the 2021 California Tax Credit Allocation Committee (TCAC)/HCD Opportunity Map, and disadvantaged communities under California Senate Bill 535 (2012).

☐ Zone changes or other policies (other than those listed in the Prohousing Policy Implementation section 3 above) that increase housing choices and affordability in High Resource and Highest Resource areas, as designated in the 2021 CTCAC/HCD Opportunity Maps.

☒ Displacement risk studies

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Smart Growth Incentive Program 16 Grant Application
Cycle 6 – Climate Action Planning Project
☒ Creating a publicly available database of affordable housing properties at risk of losing affordability restrictions through the expiration of rent restrictions or tenant voucher programs

☒ Proactive monitoring of housing at risk of losing affordability restrictions and proactive enforcement of state-mandated tenant notification provision

Please provide more information on each of the policies selected (or links to documentation) • Vista has an adopted inclusionary housing ordinance that requires 9% of units within any new market rate housing project be affordable units. This 9% is broken down into a minimum of 4% of the units as moderate income units or lower and 5% of the units as low-income units or lower, with “moderate income” and “low-income” as defined by the California Department of Housing and Community Development.
• W
ith Vista’s upcoming General Plan Update there will be new policies that plan to increase higher density areas in high traffic zones, including disadvantaged community areas.

Additionally, a new Planned Residential Development (
PRD) ordinance will be presented for
environmental areas.
• T hrough Economic Development, the City of Vista has a grant to “beautify Vista” by planting more trees, adding new sidewalks, and inputting new irrigation systems • The City of Vista contracts with CSA San Diego County, t o promote social justice and public welfare related to housing discrimination and tenant rights. • T he City of Vista has an Opportunity Zone w ithin the Downtown Vista area that includes mixed- use affordable housing, including very low-income residential units, various attached residential condominiums, missing middle housing, and additional senior affordable housing • For displacement risk studies, City Staff conduct annual evaluations of the Downtown Specific Plan policies and standards to assure they are adequately effective to protect existing residents from displacement. Additionally, the 2023 General Plan Update states that the City will utilize affirmative marketing strategies and plans to target nearby neighborhoods, a disadvantaged community of low-income community to protect residents from displacement. • T
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Smart Growth Incentive Program 1 Required Forms
Cycle 6 – Climate Action Planning Project

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1 GRANT AGREEMENT BETWEEN

THE SAN DIEGO ASSOCIATION OF GOVERNMENTS AND
[JURISDICTION NAME]
REGARDING [FULL PROJECT TITLE]
TRANSNET SMART GROWTH INCENTIVE PROGRAM – CYCLE 6
SANDAG CONTRACT NO. [E RP NUMBER]
THIS GRANT AGREEMENT (“Agreement”) is made and entered into effective as of the last signature date below by and between the San Diego Association of Governments (“SANDAG”) and [JURISDICTION NAME] (“Grantee”). This Agreement expires on [Month and Day, Year], unless amended in writing by mutual agreement of the parties.

The following recitals are a substantive part of this Agreement:

A. The SANDAG Board of Directors allocates funds under the TransNet local sales tax program to support local transportation-related infrastructure projects in the San Diego region through a competitive process.

B. The TransNet Extension Ordinance contains provisions to fund the Smart Growth Incentive Program (SGIP), for which funding began on April 1, 2008. The SGIP encompasses projects that better integrate transportation and land use and recognizes the comprehensive effort to integrate smart growth place-making, access to transit, and environmental justice.

C. In January 2010, the SANDAG Board of Directors approved Board Policy No. 035: Competitive Grant Program Procedures, which is available in its updated version at https://www.sandag.org/about/bylaws-and-policies. This Agreement and the Grantee’s per formance
are subject to Board Policy No. 035, as the same may be amended from time to time, which includes multiple “use it or lose it” provisions.

D. O n November 22, 2024, the SANDAG Board of Directors approved the program eligibility and evaluation criteria for the SGIP Cycle 6 Call for Projects, including up to $45 million in funding from TransNet.

E. On [Insert Date], SANDAG issued a call for projects from local jurisdictions in San Diego County that wish to apply for a portion of the TransNet SGIP funds for use on climate action planning, planning, and capital improvement projects meeting certain criteria.

F. On [Insert Date], the SANDAG Board of Directors approved a list of recommended SGIP Cycle 6 projects for this competitive grant cycle, and one of those projects is the subject of this Agreement (Project). The Project Scope of Work and Budget, and Project Schedule are included as Attachments A and B, respectively.

G. The purpose of this Agreement is to establish the terms and conditions for SANDAG to provide Grantee with funding to implement the Project.

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15 ATTACHMENT C

Grant Agreement Template including Draft Performance Metrics and Budget

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2 NOW, THEREFORE, it is agreed as follows:

I. GRANT AWARD
A. The total amount payable by SANDAG to Grantee under this Agreement shall be the proportion of actual Project costs allocated to grant funding in the Project Budget (Attachment A) and shall not exceed the grant award of [dollar amount] (Fund Limit).

B. It is agreed and understood that this Agreement Fund Limit is a ceiling and that SANDAG will only reimburse the allowable cost of services rendered as authorized by SANDAG at or below the Fund Limit.

C. Grantee is included in the Regional Transportation Improvement Plan (RTIP). The TransNet MPO ID for the Project is [ID Number].

II. PROJECT BUDGET
The Grantee and SANDAG have agreed to a Project Budget outlined in Attachment A. The Grantee and third-party contractor(s) will incur obligations to the Project only as authorized by the Project Budget.

Grantee may, with prior written approval from the SGIP Program Manager, reallocate funds between tasks in the Project Budget as long as all of the following conditions are met:

1. The funds to be reallocated do not exceed an aggregate amount of ten percent for any particular task in the Project Budget,

2. The reallocation does not negatively impact the benefits obtained from the Project, and

3. There is no increase to the Fund Limit or decrease to the matching funds.

Any other changes to the Project Budget require the issuance of an amendment to this Agreement.

III. MATCHING FUNDS
Grantee agrees to provide matching funds in an amount of [dollar amount] of the actual cost of the Project, estimated to be [number including two decimals (e.g., 15.00)] percent based on the Project Budget. If the actual cost of the Project exceeds the Project Budget, Grantee is responsible for 100 percent of the actual cost greater than the Project Budget.

A. Availability of Grant Funding
Except where expressly allowed in writing herein, credits for matching funds will be made or allowed only for work performed on and after the Agreement effective date and before the termination date of this Agreement, unless expressly permitted by SANDAG in writing .

B. Reduction of Matching Funds
The Grantee agrees that no matching funds may be reduced unless a reduction of the proportional share of the grant funding provided by SANDAG under this Agreement is also made.

C. Prompt Payment of Grantee’s Share of Matching Funds
Grantee agrees to complete all actions necessary to provide its share of the Project costs at or before the time the matching funds are needed from Grantee to pay for Project costs. The Grantee agrees to provide not less than its cumulative required match amount of Project costs prior to invoicing SANDAG for reimbursement. Each of Grantee’s invoices must include its matching fund 06/23/2026
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3 contribution, along with supporting, descriptive, and explanatory documentation for the matching funds provided.

IV. PROJECT MANAGER
Grantee’s Project Manager is [Project Manager].

The SGIP Program Manager is Goldy Herbon,.

Project Manager continuity and experience are deemed essential in Grantee’s ability to carry out the Project under the terms of this Agreement. Should the Grantee change the Project Manager, it will provide written notice to the SGIP Program Manager within ten business days of the change, including contact information for the new Project Manager.

V. NOTICE
All notices required to be given, by either party to the other, shall be deemed fully given when made in writing and received by the parties at their respective addresses:

San Diego Association of Governments
Attention: Grants Program Manager
401 B Street, Suite 800
San Diego, CA 92101
Grantee:
[Jurisdiction Name]
Attention: [Project Manager]
[Address]
[City, CA, ZIP]
VI. PROJECT IMPLEMENTATION
A. General
The Grantee agrees to carry out the Project as follows:

1. Project Description
Grantee agrees to perform the work as described in the Scope of Work included in Attachment A.

2. Grantee’s Capacity
The Grantee agrees to maintain or acquire sufficient legal, financial, technical, and managerial capacity to: (a) plan, manage, and complete the Project as described in Attachment A and provide for the use of any Project property; (b) carry out any safety and security aspects of the Project; and (c) comply with the terms of the Agreement and all applicable laws, regulations, and policies pertaining to the Project and the Grantee , as the same may be amended from time to time, including but not limited to Board Policy No. 035.

3. Project Schedule
The Grantee agrees to complete the Project according to the Project Schedule included in Attachment B and in compliance with Board Policy No. 035, as the same may be amended from time to time.
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4 4. Project Implementation and Oversight Requirements
Grantee agrees to comply with the Performance Measures included in Attachment C.

5. Changes to Project Scope of Work
This Agreement was awarded to Grantee based on the application submitted by Grantee with the intention that the awarded funds would be used to implement the Project as described in the project application. Any substantive deviation from Grantee’s Scope of Work during project implementation may require reevaluation or result in loss of funding. If Grantee knows or should have known that substantive changes to the Project will occur or have occurred, Grantee will immediately notify SANDAG in writing. SANDAG will then determine whether the Project is still consistent with the overall objectives of the grant program and whether the changes would have negatively affected the Project ranking during the competitive grant evaluation process.

SANDAG reserves the right to have grant funding withheld from Grantee, or refunded to SANDAG, due to Grantee’s failure to complete the Project satisfactorily or due to substantive changes to the Project not approved in advance by SANDAG.

B. Application of Laws
Should a federal or state law pre-empt or conflict with a local law, policy, or ordinance, the Grantee must comply with the federal or state law and implementing regulations. No provision of this Agreement requires the Grantee to observe or enforce compliance with any provision, perform any other act, or do any other task in contravention of federal, state, territorial, or local law, regulation, or ordinance. If compliance with any provision of this Agreement violates or would require the Grantee to violate any law, the Grantee agrees to notify SANDAG immediately in writing. Should this occur, SANDAG and the Grantee agree to make appropriate arrangements to proceed with or, if necessary, terminate the Project or affected portions expeditiously.

C. Changes in Project Performance
The Grantee agrees to notify SANDAG immediately, in writing, of any change in local law, conditions (including its legal, financial, or technical capacity), or any other event, including a force majeure event, that may adversely affect the Grantee’s ability to perform the Project under the terms of the Agreement and as required by Board Policy No. 035. The Grantee also agrees to notify SANDAG immediately, in writing, of any current or prospective major dispute, breach, default, or litigation that may adversely affect SANDAG’s interests in the Project; and agrees to inform SANDAG, also in writing, before naming SANDAG as a party to litigation for any reason, in any forum. At a minimum, the Grantee agrees to send each notice to SANDAG required by this subsection to SANDAG’s Grants Program Manager.
[Include the following CIS language for capital projects only.] D. Compliance Information System (CIS)
If Grantee will utilize persons other than its own employees to carry out work, Grantee and all of its third-party contractors and subcontractors (hereinafter “subcontractors”) shall report payment details using the SANDAG web-based CIS by the 15th of each month following receipt of payment by SANDAG. The CIS is available at https://sandag.sbdbe.com. C IS allows SANDAG to monitor the
promptness of payment to subcontractors and will allow Grantee and its subcontractors to manage their own records, maintain accurate contract information, and report payment details online. CIS is mandatory for Grantee and subcontractors to use unless SANDAG instructs otherwise. After execution of this Agreement, Grantee will receive instructions on how to set up its account and enter required subcontractor data into CIS via an internet browser. Grantee must require each subcontractor to enter the required payment information into CIS. Failure of Grantee or its 06/23/2026
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5 subcontractors to enter required information and confirm payments on a timely basis will delay payment by SANDAG to Grantee until Grantee has cured any defects or provided the missing information. Should Grantee fail to provide the required information, SANDAG shall have sole discretion regarding whether to withhold payment or terminate this Agreement.

E. Licenses and Permits
Grantee represents and warrants to SANDAG that Grantee and its subcontractors will have all necessary licenses, permits, qualifications and approvals of whatever nature that are required to legally practice its profession and perform services under this Agreement at all times during the term of this Agreement.
[Include the following DIR language for capital projects only.] F. Registration with DIR and Prevailing Wage Requirements All provisions of this section shall be passed through to any subcontractors performing work related to this Agreement. Additional requirements for public works projects are included in Attachment D.

1. Payment of Prevailing Wages
Grantee acknowledges that any work that qualifies as a “public work” within the meaning of California Labor Code section 1720 shall cause Grantee and its subcontractors to comply with the provisions of California Labor Code sections 1775 et seq, which includes the payment of prevailing wages to all workers performing prevailing wage work.

2. Public Works Contractor Registration With DIR
If Grantee or its subcontractors will engage in the performance of a public work as defined by California Labor Code sections 1720 et seq. and will utilize persons who are not employees of a public entity, registration and payment of an annual registration fee to the DIR shall be required of each entity performing the work. This requirement applies to anyone affected by the public works statutes found in the California Labor Code, including but not limited to landscapers, fencers, surveyors, soil testers, dredgers, heavy equipment operators, and inspectors. Registration can be completed online at https://www.dir.ca.gov/public-works/contractor-registration.html.

3. Subcontract Requirements
If Grantee will award any subcontracts for the performance of a public work:
a. Grantee will create a Project Registration Form (PWC-100 form) for each subcontract using the online database of the California Department of Industrial Relations (DIR). b. Grantee shall notify SANDAG ten business days prior to the subcontractor performing the prevailing wage work so SANDAG can prepare for labor compliance monitoring. Grantee will provide to SANDAG the name, DIR registration number, and contractor’s license numbers of each subcontractor so SANDAG or its labor compliance designee can verify, that the selected subcontractor is currently licensed and registered with the DIR. If SANDAG finds that the selected subcontractor is not licensed and registered with the DIR, SANDAG will promptly notify Grantee and Grantee will be required to notify the selected subcontractor to stop work.
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6 4. Certified Payroll Reporting to DIR
Grantee and all subcontractors performing a public work under t his Agreement shall use the DIR’s Electronic Certified Payroll Reporting (eCPR) System, available at https://www.dir.ca.gov/Public-Works/Certified-Payroll-Reporting.html, to furnish certified payroll records to the California Labor Commissioner. Grantee and its subcontractors are required to utilize the eCPR system throughout the entire duration of the public work.

5. C ertified Payroll Reporting to SANDAG
In addition to the eCPR system, Grantee and all subcontractors performing a public work shall utilize the SANDAG Labor Compliance Monitoring System (LCMS), available at https://www.sandag.org/about/work-with-us/labor-compliance-monitoring-program t o furnish certified payroll records to SANDAG. If Grantee desires to utilize a different system to provide certified payroll records to SANDAG, it must request prior authorization and receive approval in writing from the Grants Program Manager.

Grantee w
ill be required to enter all of its subcontractors ’ information into LCMS on an ongoing basis. The SANDAG LCMS will allow Grantee to convert certified payroll records to the XML file format for upload to the DIR system.

6. Retention and Inspection of Payroll Records and Employment of Registered Apprentices Grantee agrees to comply and cause any of its applicable subcontractors to comply with Labor Code section 1776 regarding retention and inspection of payroll records and noncompliance penalties, Labor Code section 1777.5 regarding employment of registered apprentices, and Labor Code section 1813 regarding forfeiture for violations of the maximum hours per day and per week provisions contained in the same chapter. ln order to ensure compliance with the Labor Code, Grantee and its subcontractors shall be subject to site visits and spot-check audits by SANDAG or its labor compliance designee. During these audits and inspections, SANDAG or its designee may request Grantee or subcontractor records, including but not limited to certified payroll, apprenticeship, and other ancillary records at any time during the term of the Agreement.

If such an audit or site visit discloses that Grantee or a subcontractor has not kept complete and accurate records or complied with the requirements of the California Labor Code, SANDAG will notify the Grantee and request that the Grantee complete a written Action Plan that includes specific actions the Grantee will take to remedy the outstanding issues and a timeline to bring the Project into compliance. Should the Grantee be unable to submit its Action Plan by the deadline included in the notice or complete its Action Plan in a timely manner, SANDAG will notify the DIR of potential labor compliance issues related to the Project.

Additionally, if Grantee was provided an exception to utilizing the SANDAG LCMS, Grantee will be required to input and submit all applicable certified payrolls and accompanying documentation related to the Project, retroactive to the start of the Project, into the SANDAG LCMS.

G. Standard of Care
Grantee expressly warrants that the work to be performed under this Agreement shall be performed in accordance with the applicable standard of care. Where approval by SANDAG, its management , or other representative of SANDAG is indicated in the Scope of Work, it is understood to be conceptual approval only and does not relieve the Grantee of responsibility for complying with all laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of the Grantee or its third-party contractors.
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7 H. Third-Party Contracting
Although the Grantee may delegate any or almost all Project responsibilities to one or more third- party contractors, the Grantee agrees that it, rather than any third-party contractor, is ultimately responsible for compliance with all applicable laws, regulations, and this Agreement. The first invoice utilizing any third-party contractor shall be accompanied by evidence of compliance with the following requirements:

1. Competitive Procurement
Grantee shall not award contracts with a cumulative value over $10,000 based on a noncompetitive procurement for work to be performed under this Agreement without the prior written approval of the SGIP Program Manager for such sole source. A Sole Source Request template can be obtained by contacting the SGIP Program Manager. Grantee shall submit its Request for Proposals or bid solicitation documents to SANDAG staff when requesting reimbursement of any third-party contractor expenses to ensure a competitive process was used.

If Grantee hires a third-party contractor to carry out work funded under this Agreement, Grantee shall: prepare a cost estimate prior to soliciting proposals/bids; publicly advertise for competing proposals/bids for the work; for professional services, use cost as a significant evaluation factor in selecting the third-party contractor; document a record of negotiation establishing that the amount paid by Grantee for the work is fair and reasonable; and pass through the relevant obligations in this Agreement to the third-party contractor.

2. Debarment
Grantee and its third-party contractors shall review debarment and suspension websites to confirm the proposed third-party contractor has not been disqualified from doing business with government entities. The documentation showing a lack of debarment shall be obtained from the following two websites:
• Grantee will check the System for Award Management (SAM) at www.sam.gov to verify
the third-party contractor and all of its subcontractors are not currently debarred or suspended by the federal government.
• E ntities in the United States are banned from doing business with companies with ownership based in countries such as Cuba, Sudan and China due to United States trade sanctions. A search on the US Treasury’s Office of Foreign Assets Control (OFAC) website can ensure Grantee will not be doing business with a vendor that is subject to trade sanctions. This can be done at https://sanctionssearch.ofac.treas.gov/.

3. Flowdown
Grantee agrees to take appropriate measures necessary, including the execution of a subagreement, lease, third-party contract, or other contractual agreement, to ensure that all Project participants, including alternate payees or third-party contractors at any tier, comply with all applicable federal laws, regulations, policies affecting Project implementation and Agreement requirements. In addition, if an entity other than the Grantee is expected to fulfill any responsibilities typically performed by the Grantee, the Grantee agrees to assure that the entity carries out the Grantee’s responsibilities as outlined in this Agreement. 06/23/2026
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8 4. No SANDAG Obligations to Third Parties
In connection with the Project, the Grantee agrees that SANDAG shall not be subject to any obligations or liabilities to any subcontractor, lessee, third-party contractor at any tier, or other person or entity that is not a party to the Agreement for the Project. Notwithstanding that SANDAG may have concurred in or approved any solicitation, subagreement, lease, alternate payee designation, or third-party contract at any tier, SANDAG has no obligations or liabilities to any entity other than the Grantee.

5. Equipment Purchases
Grantee shall maintain ownership of any equipment purchased using Agreement funding and shall use such equipment only for the purposes outlined in this Agreement. The parties agree to meet and confer in good faith to ensure the equipment's continued use for the intended purposes, which may include reimbursement to SANDAG when the fair market value of the equipment at Project completion exceeds $5,000. SANDAG and Grantee further agree that Grantee shall keep an inventory record for each piece of equipment purchased under this Agreement and maintain each piece of equipment in good operating order consistent with the purposes for which they were intended. SANDAG shall have the right to conduct period ic maintenance inspections to confirm the equipment's existence, condition, and proper maintenance.

VII. ETHICS
A. Grantee Code of Conduct/Standards of Conduct
The Grantee agrees to maintain a written code of conduct or standards of conduct that shall govern the actions of its officers, employees, council or board members, or agents engaged in the award or administration of subagreements, leases, or third-party contracts supported with the grant funding.

The Grantee agrees that its code of conduct or standards of conduct shall specify that its officers, employees, council or board members, or agents may neither solicit nor accept gratuities, favors, or anything of monetary value from any present or potential subcontractor, lessee, or third-party contractor at any tier or agent thereof. The Grantee may set de minimis rules where the financial interest is not substantial, or the gift is an unsolicited item of nominal intrinsic value. The Grantee agrees that its code of conduct or standards of conduct shall also prohibit its officers, employees, board members, or agents from using their respective positions in a manner that presents a real or apparent personal or organizational conflict of interest or personal gain. As permitted by state or local law or regulations, the Grantee agrees that its code of conduct or standards of conduct shall include penalties, sanctions, or other disciplinary actions for violations by its officers, employees, council or board members, or their agents, or its third-party contractors or subcontractors or their agents.

B. Personal Conflicts of Interest
The Grantee agrees that its code of conduct or standards of conduct shall prohibit the Grantee ’s employees, officers, council or board members, or agents from participating in the selection, award, or administration of any third-party contract or subagreement supported by the grant funding if a real or apparent conflict of interest would be involved. Such a conflict would arise when an employee, officer, board member, or agent, including any member of their immediate family, partner, or organization that employs, or intends to employ, any of the parties listed herein have a financial interest in a firm competing for award.
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9 C. Organizational Conflicts of Interest
The Grantee agrees that its code of conduct or standards of conduct shall include procedures for identifying and preventing real and apparent organizational conflicts of interest. An organizational conflict of interest exists when the nature of the work to be performed under a proposed third -party contract or subagreement may, without some restrictions on future activities, result in an unfair competitive advantage to the third-party contractor or subcontractor or impair its objectivity in performing the contract work.

D. SANDAG Code of Conduct
SANDAG has established policies concerning potential conflicts of interest. These policies apply to Grantee. For all awards by SANDAG, any practices that might result in unlawful activity are prohibited, including, but not limited to, rebates, kickbacks, or other unlawful considerations.

SANDAG staff members are specifically prohibited from participating in the selection process when those staff have a close personal relationship, family relationship, or past (within the last 12 months), present, or potential business or employment relationship with a person or business entity seeking a contract with SANDAG. It is unlawful for any contract to be made by SANDAG if any individual Board member or staff has a prohibited financial interest in the contract. Staff also are prohibited from soliciting or accepting gratuities from any organization seeking funding from SANDAG. SANDAG’s officers, employees, agents, and board members shall not solicit or accept gifts, gratuities, favors, or anything of monetary value from consultants, potential consultants, or parties to subagreements. By signing this Agreement, Grantee affirms that it has no knowledge of an ethical violation by SANDAG staff or Grantee. If Grantee has any reason to believe a conflict of interest exists concerning the Agreement or the Project, it shall notify the SANDAG Office of General Counsel immediately.

E. Bonus or Commission
The Grantee affirms that it has not paid and agrees not to pay any bonus or commission to obtain approval of its grant funding application for the Project.

F. False or Fraudulent Statements or Claims
The Grantee acknowledges and agrees that by executing the Agreement for the Project, the Grantee certifies or affirms the truthfulness and accuracy of each statement it has made, it makes, or it may make in connection with the Project, including, but not limited to, the Grantee ’s grant application, progress reports, and invoices.

VIII. PAYMENTS
A. Reimbursement Basis
Payment to Grantee for work performed pursuant to this Agreement will be on a reimbursement basis and will be based on actual, substantiated, and allowable costs incurred by the Grantee with documentation provided to SANDAG.

B. Alternate Payee
If the Grantee designates a party as an Alternate Payee, Alternate Payee is authorized to submit payment requests directly to SANDAG to receive reimbursement for allowable Project costs. This does not alleviate Grantee from all obligations under this Grant Agreement. 06/23/2026
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10 C. Invoicing
Grantee or Alternate Payee is required to submit invoices no more often than quarterly using a template provided by SANDAG. Invoices must be accompanied by a quarterly report using the quarterly report template provided by SANDAG. SANDAG will make payments for eligible amounts to Grantee or Alternate Payee as promptly as SANDAG fiscal procedures permit upon receipt of Grantee’s or Alternate Payee’s itemized signed invoice(s), backup, deliverables, and confirmation by the SGIP Program Manager that Grantee is in compliance with the reporting and other requirements in this Agreement. SANDAG shall retain 10 percent from the amounts invoiced until the satisfactory completion of the Project. SANDAG shall promptly pay retention amounts to Grantee or Alternate Payee following satisfactory completion of the Scope of Work, including but not limited to receipt of all deliverables, completion of a final site visit and notification that all labor compliance requirements have been met (for capital projects), the final invoice, and all required documentation.

D. Eligible Costs
The Grantee agrees that Project costs eligible for grant funding must comply with the following requirements unless SANDAG determines otherwise in writing. To be eligible for reimbursement, Project costs must be:

1. Consistent with the Project Scope of Work, Schedule, and Project Budget, and other provisions of the Agreement.

2. Necessary to accomplish the Project.

3. Reasonable for the goods or services purchased.

4. Actual net costs to the Grantee (i.e., the price paid minus any refunds, rebates, or other items of value received by the Grantee that reduces the cost actually incurred, excluding program income). Project-generated revenue realized by the Grantee shall be used to support the Project. Project-generated revenue and expenditures, if any, shall be reported at the end of the Agreement period.

5. Incurred for work performed on or after the Agreement effective date and before the termination date, and also must have been paid for by the Grantee.

6. Satisfactorily documented with supporting documentation, which will be submitted with each invoice. Copies of third-party contractor invoices are required for goods or services provided by third parties.

7. Treated consistently following generally accepted accounting principles and procedures for the Grantee and any third-party contractors and subcontractors, (see Section entitled “Accounting, Reporting, Record Retention, and Access”).

8. Eligible for grant funding as part of the grant program through which the funds were awarded.

9. Indirect costs are only allowable if they were included in the Grantee’s original project application and Project Budget and were approved by SANDAG.

E. Excluded Costs
In determining the amount of TransNet funds SANDAG will provide for the Project, SANDAG will exclude the following:
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11 1. Any Project cost incurred by the Grantee before the Effective Date of the Agreement or applicable Amendment.

2. Any cost that is not included in the Project Budget.

3. Any cost for Project property or services received in connection with a subagreement, lease, third-party contract, or other arrangement that is required to be, but has not been, concurred in or approved in writing by SANDAG.

4. Any cost ineligible for SANDAG participation as provided by applicable laws, regulations, or policies.

5. Indirect costs unless they were included in the Grantee’s original project application and Project Budget and were approved by SANDAG.

The Grantee understands and agrees that payment to the Grantee for any Project cost does not constitute SANDAG’s final decision about whether that cost is allowable and eligible for payment under the Project and does not constitute a waiver of any violation by the Grantee of the terms of this Agreement or Board Policy No. 035 (as the same may be amended). The Grantee acknowledges that SANDAG will not make a final determination about the allowability and eligibility of any cost until the final payment has been made on the Project or the results of an audit of the Project requested by SANDAG or its Independent Taxpayers’ Oversight Committee (ITOC) have been completed, whichever occurs latest. If SANDAG determines that the Grantee is not entitled to receive any portion of the grant funding requested or paid, SANDAG will notify the Grantee in writing, stating its reasons. The Grantee agrees that Project closeout will not alter the Grantee’s responsibility to return any funds due to SANDAG as a result of later refunds, corrections, performance deficiencies, or other similar actions; nor will Project closeout alter SANDAG ’s right to disallow costs and recover funds provided for the Project on the basis of a later audit or other review. Upon notification to the Grantee that specific amounts are owed to SANDAG, whether for excess payments of grant funding, disallowed costs, or funds recovered from third parties or elsewhere, the Grantee agrees to promptly remit to SANDAG the amounts owed, including applicable interest, penalties and administrative charges.

IX. ACCOUNTING, REPORTING, RECORD RETENTION, AND ACCESS A. Project Accounts
The Grantee and Alternate Payee agree to establish and maintain for the Project either a separate set of accounts or separate accounts within the framework of an established accounting system that can be identified with the Project. The Grantee and Alternate Payee also agree to maintain documentation of all checks, payrolls, invoices, contracts, vouchers, orders, or other accounting documents related in whole or in part to the Project so that they may be clearly identified, readily accessible, and available to SANDAG upon request and, to the extent feasible, kept separate from documents not related to the Project.

B. Reports

1. The Grantee agrees to submit to SANDAG all reports required by law and regulation, policy, this Agreement, or any other reports SANDAG may specify. SANDAG reserves the right to specify that records be submitted in particular formats. Grantee may be required to attend meetings of SANDAG staff and committees, including but not limited to the TransNet Independent Taxpayer Oversight Committee, Transportation and Regional Planning Committees and the SANDAG Board of Directors, to report on its progress and respond to questions from Committee or Board Members or the public. 06/23/2026
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12 2. Grantee’s performance shall be monitored for consistency with the Scope of Work. SANDAG will utilize Performance Measures (Attachment C) and the SANDAG Grant Monitoring Checklist provided by the SGIP Program Manager, to document compliance with this Agreement.

Grantee’s performance will be measured against the Performance Measures during the term of this Agreement. If the Grantee does not comply with provisions in this Agreement or achieve minimum performance requirements, SANDAG will issue Grantee a written Notice to Complete a Recovery Plan (Notice). Grantee’s Recovery Plan shall include a detailed description of how Grantee intends to come into compliance with the Agreement or Performance Measures.

Grantee’s Recovery Plan must include an implementation schedule that reflects compliance with the Agreement as referenced in the Notice, or achievement of its performance measure minimums within three months following the issue date of the Notice. Grantee must submit its Recovery Plan to the SGIP Program Manager within 30 calendar days following the issue date of the Notice. If Grantee’s performance is inconsistent with that proposed in its Recovery Plan, SANDAG, in its sole discretion, may terminate this Agreement.

3. Grantee must submit quarterly reports and invoices to SANDAG, detailing accomplishments in the quarter, anticipated progress next quarter, pending issues and actions toward resolution, and status of the Project’s budget, schedule, and Performance Measures using templates provided by SANDAG. The Quarterly Progress Report shall be submitted to SANDAG within 30 days after each period close, covering January 1 to March 31; April 1 to June 30; July 1 to September 30; and October 1 to December 31. Grantee will not be paid until all reports are completed and provided to SANDAG in the format and with the content SANDAG requires.

Furthermore, the Grantee agrees to provide project milestone information (such as presentations to community groups, other agencies, and elected officials, groundbreakings, and ribbon-cuttings) to support media and communications efforts. Grantee needs to document and track in-kind contributions designated as matching funds as part of project management.

Grantee must provide all deliverables identified in the Scope of Work in order to receive payment.

4. Press materials shall be provided to SANDAG staff before they are distributed. SANDAG logo(s) should be included in press materials and other project collateral based on logo usage guidelines to be provided by SANDAG. Grantee agrees to provide project milestone information to support media and communications efforts.

5. Grantee is responsible for the following photo documentation:
• For capital projects, pre-construction photos, which should illustrate the conditions of the project site before construction and demonstrate the need for improved facilities. • Project milestone photos (such as workshops, presentations to community groups, other agencies, and elected officials)
• Photos should be high resolution (at least 4 inches by 6 inches with a minimum of 300 pixels per inch) and be provided to SANDAG with captions including project descriptions, dates, locations, and the names of those featured, if appropriate. Grantees must obtain the consent of all persons featured in photos (or that of a parent or guardian of persons under the age of 18) by using the SANDAG Photo and Testimonial Release form to be provided by SANDAG, or a similar release form developed by Grantee and agreed upon by SANDAG.

C. Record Retention
During the course of the Project and for three years thereafter from the date of transmission of the final invoice, the Grantee agrees to maintain, intact and readily accessible, all communications, data, documents, reports, records, contracts, and supporting materials relating to the Project , as 06/23/2026
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13 SANDAG may require. A ll communications and information provided to SANDAG become the property of SANDAG and public records, as such, may be subject to public review. Please see SANDAG’s Board Policy No. 015: Records Management Policy, which is available at https://www.sandag.org/about/bylaws-and-policies, for information regarding the treatment of documents designated as confidential.

D. Meet ing Records
Grantee shall provide SANDAG with agendas and meeting summaries for all community meetings.

SANDAG staff may attend any meetings as appropriate.

E. Access to Records of Grantees and Third-Party Contractors The Grantee agrees to permit, and require its third-party contractors to permit, SANDAG or its authorized representatives, upon request, to inspect all Project work, materials, payrolls, and other data, and to audit the books, records, and accounts of the Grantee and its third-party contractors pertaining to the Project.

X. PROJECT COMPLETION, AUDIT, SETTLEMENT, AND CLOSEOUT
A. Project Completion
Within 90 calendar days following Project completion or termination by SANDAG , the Grantee agrees to submit a final invoice of Project expenses and final reports, as applicable. All payments made to the Grantee shall be subject to review for compliance by SANDAG with the requirements of this Agreement and shall be subject to an audit upon completion of the Project.

B. Project Audit
The Grantee agrees to have financial, performance, and compliance audits performed as SANDAG may require. The Grantee agrees that Project closeout will not alter the Grantee’s audit responsibilities. Audit costs are allowable Project costs.

C. Performance Audit
The Grantee agrees to cooperate with SANDAG or ITOC regarding any performance audit performed on the Project.

D. Project Closeout
Project closeout occurs when SANDAG notifies the Grantee that SANDAG has closed the Project, and, if applicable, either forwards the final grant funding payment and or acknowledges that the Grantee has remitted the proper refund. The Grantee agrees that Project closeout by SANDAG does not invalidate any continuing requirements imposed by the Agreement or any unmet requirements outlined in a written notification from SANDAG.

XI. TIMELY PROGRESS AND RIGHT OF SANDAG TO TERMINATE
A. Grantee shall make diligent and timely progress toward completion of the Project within the timelines outlined in the Project Schedule and consistent with Board Policy No. 035 and any amendments thereto.

B. In the event Grantee encounters or anticipates difficulty in meeting the Project Schedule, the Grantee shall immediately notify the SGIP Program Manager in writing, and shall provide pertinent details, including the reason(s) for the delay in performance and the date by which Grantee expects 06/23/2026
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14 to complete performance or delivery. This notification shall be informational in character only and receipt of it shall not be construed as a waiver by SANDAG of a project delivery schedule or date, or any rights or remedies provided by this Agreement, including Board Policy No. 035 requirements.

C. Grantee agrees that SANDAG, at its sole discretion, may suspend or terminate all or any part of the grant funding if the Grantee fails to make reasonable progress on the Project and/or violates the terms of the Agreement or Board Policy No. 035 (as the same may be amended from time to time), or if SANDAG determines that the continuation of grant funding for the Project would not adequately serve the purpose of the laws or policies authorizing the Project.

D. In general, termination of grant funding for the Project will not invalidate obligations properly incurred by the Grantee before the termination date to the extent those obligations cannot be canceled. If, however, SANDAG determines that the Grantee has willfully misused grant funding by failing to make adequate progress, complete the Scope of Work, meet the performance measures, or failing to comply with the terms of the Agreement, SANDAG reserves the right to require the Grantee to refund to SANDAG the entire amount of grant funding provided for the Project or any lesser amount as SANDAG may determine.

E. Expiration of any Project time period established in the Project Schedule will not automatically constitute an expiration or termination of the Agreement for the Project. However, Grantee must request, and SANDAG may agree to amend the Agreement in writing if the Project Schedule will not be met. An amendment to the Project Schedule may be made at SANDAG’s discretion if Grantee’s request is consistent with the provisions of Board Policy No. 035.

XII. CIVIL RIGHTS
The Grantee agrees to comply with all applicable civil rights laws, regulations and policies and shall include the provisions of this section in each subagreement, lease, third-party contract or other legally binding document to perform work funded by this Agreement. Applicable civil rights laws, regulations and policies include, but are not limited to, the following:

A. Nondiscrimination
SANDAG implements its programs without regard to income level, disability, race, color, and national origin in compliance with the Americans with Disabilities Act and Title VI of the Civil Rights Act. Grantee shall prohibit discrimination on these grounds, notify the public of their rights under these laws, and utilize a process for addressing complaints of discrimination. Furthermore, Grantee shall make the procedures for filing a complaint available to members of the public and will keep a log of all such complaints. Grantee must notify SANDAG immediately if a complaint related to the Project or program funded by this grant is lodged. If Grantee receives a Title VI-related or ADA- related complaint, Grantee must notify SANDAG in writing within 72 hours of receiving the complaint so that SANDAG can determine whether it needs to carry out its own investigation.

B. Equal Employment Opportunity
During the performance of this Agreement, Grantee and all of its third-party contractors, if any, shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, race, color, ancestry, religious creed, national origin, disability (including HIV and AIDS), mental disability, medical condition (cancer), age (over 40), marital status, denial of family and medical care leave, denial of pregnancy disability leave, veteran status, or sexual orientation. Grantee and its third-party contractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment. Grantee and its third-party contractors shall comply with the provisions of the Fair Employment and Housing Act (California Government Code Section 12900, et seq.) and the 06/23/2026
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15 applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 7285.0, et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing California Government Code Section 12990 (a-f), outlined in Chapter 5 of Division 4 of Title 2 of the California Code of Regulations, are incorporated into this Agreement by this reference and are made a part hereof as if set forth in full. Grantee and its third-party contractors shall give written notice of their obligations under this clause to labor organizations with a collective bargaining or other Agreement.

XIII. DISPUTES AND VENUE
A. Choice of Law
This Agreement shall be interpreted under the laws of the State of California.

B. Dispute Resolution Process
If Grantee has a dispute with SANDAG during the performance of this Agreement, Grantee shall continue to perform unless SANDAG informs Grantee in writing to cease performance. The dispute resolution process for disputes arising under this Agreement shall be as follows:

1. Grantee shall submit a statement of the grounds for the dispute, including all pertinent dates, names of persons involved, and supporting documentation, to the SGIP Program Manager.

The SGIP Program Manager and other appropriate SANDAG staff will review the documentation promptly and reply to Grantee within 20 calendar days. Upon receipt of an adverse decision by SANDAG, Grantee may submit a request for reconsideration to SANDAG’s Chief Executive Officer or designee. The request for reconsideration must be received within ten calendar days from the postmark date of SANDAG’s reply. The Chief Executive Officer or designee will respond in writing to the request for reconsideration within ten working days.

2. If Grantee is dissatisfied with the results following the exhaustion of the above dispute resolution procedures, Grantee shall make a written request to SANDAG for appeal to the SANDAG applicable policy advisory committee . SANDAG shall respond to a request for mediation within 30 calendar days. The decision of the applicable policy advisory committee shall be final. In the event that more than one policy advisory committee is responsible to make recommendations related to SGIP grant awards, the written request shall be submitted to the next regularly scheduled policy advisory committee.

C. Venue
If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Diego, State of California. In the event of any such litigation between the parties, the prevailing party shall be entitled to recover all reasonable costs incurred, including reasonable attorney’s fees, litigation and collection expenses, witness fees, and court costs as determined by the court.

XIV. ASSIGNMENT
Grantee shall not assign, sublet, or transfer (whether by assignment or novation) this Agreement or any rights under or interest in this Agreement.
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16 XV. INDEMNIFICATION AND HOLD HARMLESS
A. Generally
With regard to any claim, protest, or litigation arising from or related to the Grantee ’s performance in connection with or incidental to the Project or this Agreement, Grantee agrees to defend, indemnify, protect, and hold SANDAG and its agents, officers, Board members, and employees harmless from and against any and all claims, including, but not limited to prevailing wage claims against the Project, asserted or established liability for damages or injuries to any person or property, including injury to the Grantee’s or its third-party contractors’ employees, agents, or officers, which arise from or are connected with or are caused or claimed to be caused by the negligent, reckless, or willful acts or omissions of the Grantee and its third-party contractors and their agents, officers, or employees, in performing the work or services herein, and all expenses of investigating and defending against same, including attorney fees and costs; provided, however, that the Grantee’s duty to indemnify and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of SANDAG, its Board of Directors, agents, officers, or employees.

B. Intellectual Property
Upon request by SANDAG, the Grantee agrees to indemnify, save, and hold harmless SANDAG and its Board of Directors, officers, agents, and employees acting within the scope of their official duties against any liability, including costs and expenses, resulting from any willful or intentional violation by the Grantee of proprietary rights, copyrights, or right of privacy, arising out of the publication, translation, reproduction, delivery, use, or disposition of any data furnished under the Project. The Grantee shall not be required to indemnify SANDAG for any liability caused solely by the wrongful acts of SANDAG employees or agents.

XVI. INDEPENDENT CONTRACTOR
A. Status of Grantee
Grantee shall perform the services provided for within this Agreement as an independent contractor, not an employee of SANDAG. Grantee shall be under the control of SANDAG as to the result to be accomplished and not the means. The payments made to Grantee under this Agreement shall be the full compensation to which Grantee is entitled. SANDAG shall not make any federal or state tax withholdings on behalf of Grantee. SANDAG shall not be required to pay any workers’ compensation insurance on behalf of Grantee. Grantee agrees to indemnify SANDAG for any tax, retirement contribution, social security, overtime payment, or workers ’ compensation payment which SANDAG may be required to make on behalf of Grantee or any employee of Grantee for work done under this Agreement.

B. Actions on Behalf of SANDAG
Except as SANDAG may specify in writing, Grantee shall have no authority, express or implied, to act on behalf of SANDAG in any capacity whatsoever, as an agent or otherwise. Grantee shall have no authority, express or implied, to bind SANDAG or its members, agents, or employees to any obligation whatsoever unless expressly provided for in this Agreement.

XVII. SEVERABILITY AND INTEGRATION
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17 This Agreement, with its attachments and the resolution from Grantee’s governing body submitted with its application, represents the entire understanding of SANDAG and Grantee regarding those matters. No prior oral or written understanding shall be of any force or effect concerning those matters covered herein.

This Agreement may not be modified or altered except in writing, signed by SANDAG and the Grantee.

XVIII. SIGNATURES
The individuals executing this Agreement represent and warrant that they have the legal capacity and authority to do so on behalf of their respective legal entities.

IN WITNESS WHEREOF, the parties have executed this Agreement as of the last signature date below .

SAN DIEGO ASSOCIATION OF

GOVERNMENTS
[JURISDICTION NAME]
SUSAN HUNTINGTON Date
Director of Financial Planning, Budgets,
and Grants
[FULL NAME] Date [Title]
APPROVED AS TO FORM:

Office of General Counsel Date

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18 ATTACHMENT A

SCOPE OF WORK AND PROJECT BUDGET
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19 ATTACHMENT B

PRO JECT SCHEDULE
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20 ATTACHMENT C

PERFORMANCE MEASURES
Grantee must provide sufficient evidence that demonstrates the use of grant funding meets all SGIP goals and objectives. Grantee agrees to the following performance measures:
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21 ATTACHMENT D

PUBLIC WORKS REQUIREMENTS
Any subcontract entered into as a result of the Agreement, shall contain all the provisions of these Public Works Requirements. Use of the term “Contractor” herein shall refer to “Grantee and its third-party contractors” as defined in the Agreement and use of the term “Contract” herein shall refer to the “Agreement”.
7 1.01A LABOR CODE REQUIREMENTS
7 1.01A(1) HOURS OF LABOR
Eight (8) hours labor constitutes a legal day’s work. The Contractor or any subcontractor under the Contractor shall forfeit, as a penalty to SANDAG, twenty five dollars ($25) for each worker employed in the execution of the Contract by the respective Contractor or subcontractor for each calendar day during which that worker is required or permitted to work more than 8 hours in any one calendar day and forty (40) hours in any one calendar week in violation of the requirements of the Labor Code, and in parti cular, §§1810 - 1815, thereof, inclusive, except that work performed by employees of Contractors in excess of eight (8) hours per day, and forty (40) hours during any one week, shall be permitted upon compensation for all hours worked in excess of eight (8) hours per day at not less than one and one half times the basic rate of pay, as provided in §1815 thereof.
7 1.01A(2) PREVAILING WAGE
The Contractor shall pay wage rates consistent with the State of California Labor Code and the California Department of Industrial Relations.

The wage rates determined by the Director of Industrial Relations can be found in the State Prevailing Wage Rates. If the published wage rate does not refer to a predetermined wage rate to be paid after the expiration date, said published rate of wage shall be in effect for the life of this Contract. If the published wage rate refers to a predetermined wage rate to become effective upon expiration of the published wage rate and the predetermined wage rate is on file with the Department of Industrial Relations, such predetermined wage rate shall become effective on the date following the expiration date and shall apply to this Contract in the same manner as if it had been published in said publication. If the predetermined wage rate refers to one or more additional expiration dates with additional predetermined wage rates, which expiration dates occur during the life of this Contract, each successive predetermined wage rate shall apply to this Contract on the date following the expiration date of the previous wage rate. If the last of such predetermined wage rates expires during the life of this Contract, such wage rate shall apply to the balance of the Contract.

Contractor and any subcontractor under Contractor shall comply with Labor Code §§1774 and 1775.

Pursuant to Section 1775, the Contractor and any subcontractor under the Contractor shall forfeit to SANDAG a penalty of not more than two-hundred dollars ($200) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the Director of Industrial Relations for the work or craft in which the worker is employed for any public work done under the Contract by the Contractor or by any subcontractor under the Contractor in violation of the requirements of the Labor Code and in particular, Labor Code §§ 1770 to 1780, inclusive. The amount of this forfeiture shall be determined by the Labor Commissioner and shall be based on consideration of the mistake, inadvertence, or neglect of the Contractor or subcontractor in failing to pay the correct rate of prevailing wages, or the previous record of the Contractor or subcontractor in meeting their respective prevailing wage obligations, or the willful failure by the Contractor or subcontractor to pay the correct rates of prevailing wages. A mistake, inadvertence, or neglect in failing to pay the correct rate of prevailing wages is not excusable if the Contractor or subcontractor had knowledge of the obligations under the Labor Code. In addition to the penalty and pursuant to Labor Code §1775, the difference between the prevailing wage rates and the amount paid to each worker for each calendar day or portion thereof for which each 06/23/2026
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22 worker was paid less than the prevailing wage rate shall be paid to each worker by the Contractor or subcontractor. If a worker employed by a subcontractor on a public works project is not paid the general prevailing per diem wages by the subcontractor, the prime contractor of the project is not liable for the penalties described above unless the prime contractor had knowledge of that failure of the subcontractor to pay the specified prevailing rate of wages to those workers or unless the prime contractor f ails to comply with all of the following requirements:

A. The contract executed between Contractor and the subcontractor for the performance of work on the Project shall include a copy of the requirements in §§1720.9, 1771, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code.

B. Contractor shall monitor the payment of the specified general prevailing rate of per diem wages by the subcontractor to the employees, by periodic review of the certified payroll records of the subcontractor.

C. Upon becoming aware of the subcontractor’s failure to pay the specified prevailing rate of wages to the subcontractor’s workers, the contractor shall diligently take corrective action to halt or rectify the failure, including, but not limited to, retaining sufficient funds due the subcontractor for work performed on the public works project.

D. Prior to making final payment to the subcontractor for work performed on the public works project, Contractor shall obtain an affidavit signed under penalty of perjury from the subcontractor that the subcontractor has paid the specified general prevailing rate of per diem wages to the subcontractor ’s employees on the public works project and any amounts due pursuant to Section 1813 of the Labor Code.

Pursuant to Section 1775 of the Labor Code, the Division of Labor Standards Enforcement shall notify a contractor on a public works project within fifteen (15) days of the receipt by the Division of Labor Standards Enforcement of a complaint of the failure of a subcontractor on that public works project to pay workers the general prevailing rate of per diem wages. If the Division of Labor Standards Enforcement determines that employees of a subcontractor were not paid the general prevailing rate of per diem wages and if SANDAG did not retain sufficient money under the Contract to pay those employees the balance of wages owed under the general prevailing rate of per diem wages, Contractor shall withhold an amount of moneys due the subcontractor sufficient to pay those employees the general prevailing rate of per diem wages if requested by the Division of Labor Standards Enforcement. Contractor shall pay any money retained from and owed to a subcontractor upon receipt of notification by the Division of Labor Standards Enforcement that the wage complaint has been resolved. If notice of the resolution of the wage complaint has not been received by the Contractor within 180 days of the filing of a valid notice of completion or acceptance of the public works project, whichever occurs later, Contractor shall pay all moneys retained from the subcontractor to SANDAG. These moneys shall be retained by SANDAG pending the final decision of an enforcement action.

Pursuant to the requirements in Labor Code §1773, SANDAG has obtained the general prevailing rate of wages (which rate includes employer payments for health and welfare, pension, vacation, travel time and subsistence pay as provided for in Labor Code §1773.1, apprenticeship or other training programs authorized by Labor Code §3093, and similar purposes) applicable to the work to be done, for straight time, overtime, Saturday, Sunday and holiday work. The holiday wage rate listed shall be applicable to all holidays recognized in the collective bargaining agreement of the particular craft, classification or type of workmen concerned.

The general prevailing wage rates and any applicable changes to these wage rates are available at the Labor Compliance Office at the offices of the District Director of Transportation for the district of Caltrans in which the work is situated or at the California Department of Industrial Relations’ website at:
http://www.dir.ca.gov.
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23 The wage rates determined by the Director of Industrial Relations for the project refer to expiration dates.

Prevailing wage determinations with a single asterisk after the expiration date are in effect on the date of advertisement for Bids and are good for the life of the Contract. Prevailing wage determinations with double asterisks after the expiration date indicate that the wage rate to be paid for work performed after this date has been determined. If work is to extend past this date, the new rate shall be paid and incorporated in the Contract. The Contractor shall contact the Department of Industrial Relations as indicated in the wage rate determinations to obtain predetermined wage changes.

Pursuant to §1773.2 of the Labor Code, general prevailing wage rates shall be posted by the Contractor at a prominent place at the site of the Work.

Changes in general prevailing wage determinations that conform to Labor Code §1773.6 and Title 8 California Code of Regulations §16204 shall apply to the Project when issued by the Director of Industrial Relations at least ten (10) days prior to the date of the Notice to Contractors for the Project.

Pursuant to Labor Code §1720.9, “public works” shall include the hauling and delivery of ready -mixed concrete to carry out a public works contract for SANDAG. 7 1.01A(2)(A) TRAVEL AND SUBSISTENCE PAYMENTS
Contractor shall make travel and subsistence payments to each workman, needed to execute the Work, in conformance with the requirements in Labor Code Section 1773.1. 7 1.01A(3)(A) PAYROLL RECORDS – LABOR CODE REQUIREMENTS Attention is directed to the requirements in Labor Code §1776, a portion of which is quoted below.

Regulations implementing Labor Code §1776 are located in §§16200 et seq. of Title 8, California Code of Regulations.
“(a) Each contractor and subcontractor shall keep accurate payroll records, showing the name, address, last 4 digits of social security number, work classification, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by him or her in connection with the public work. Each payroll record shall contain or be verified by a written declaration that it is made under penalty of perjury, stating both of the following:
(1) The information contained in the payroll record is true and correct. (2) The employer has complied with the requirements of Sections 1720.9, 1771, 1811, and 1815 of the Labor Code for any work performed by its employees on the public works project. (b) The payroll records enumerated under subdivision (a) shall be certified and shall be available for inspection at all reasonable hours at the principal office of the contractor on the following basis:
(1) A certified copy of an employee’s payroll record shall be made available for inspection or furnished to the employee or their authorized representative on request. (2) A certified copy of all payroll records enumerated in subdivision (a) shall be made available for inspection or furnished upon request to a representative of the body awarding the contract, the Division of Labor Standards Enforcement, and the Division of Apprenticeship Standards of the Department of Industrial Relations.
(3) A certified copy of all payroll records enumerated in subdivision (a) shall be made available upon request by the public for inspection or for copies thereof. However, a request by the public shall be made through either the body awarding the contract, the Division of Apprenticeship Standards, or the Division of 06/23/2026
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24 Labor Standards Enforcement. If the requested payroll records have not been provided pursuant to paragraph (2), the requesting party shall, prior to being provided the records, reimburse the costs of preparation by the contractor, subcontractors, and the entity through which the request was made. The public shall not be given access to the records at the principal office of the contractor. (c) The certified payroll records shall be on forms provided by the Division of Labor Standards Enforcement or shall contain the same information as the forms provided by the division. (d) A contractor or subcontractor shall file a certified copy of the records enumerated in subdivision (a) with the entity that requested the records within 10 days after receipt of a written request. (e) Any copy of records made available for inspection as copies and furnished upon request to the public or any public agency by the awarding body, the Division of Apprenticeship Standards, or the Division of Labor Standards Enforcement shall be marked or obliterated in a manner so as to prevent disclosure of an individual’s name, address and social security number. The name and address of the contractor awarded the contract or the subcontractor performing the contract shall not be marked or obliterated.
(f) The contractor shall inform the body awarding the contract of the location of the records enumerated under subdivision (a), including the street address, city, and county, and shall, within five working days, provide a notice of a change of location and address. (g) The contractor or subcontractor shall have 10 days in which to comply subsequent to receipt of a written notice requesting the records enumerated in subdivision (a). In the event that the contractor or subcontractor fails to comply within the ten (10) day period, he or she shall, as a penalty to the state or political subdivision on whose behalf the contract is made or awarded, forfeit one hundred dollars ($100) for each calendar day, or portion thereof, for each worker, until strict compliance is effectuated. Upon the request of the Division of Apprenticeship Standards or the Division of Labor Standards Enforcement, these penalties shall be withheld from progress payments then due. A contractor is not subject to a penalty assessment pursuant to this section due to the failure of a subcontractor to comply with this section.”
The penalties specified in subdivision (h) of Labor Code Section 1776 for noncompliance with the requirements in Section 1776 may be deducted from any moneys due or which may become due to the Contractor.

A copy of all payrolls shall be uploaded weekly to the SANDAG Labor Compliance Monitoring System (LCMS) no later than ten calendar days after the payroll week end date. Payrolls shall contain the full name, address and Social Security number of each employee, the employee’s correct classification, rate of pay, daily and weekly number of hours worked, itemized deductions made and actual wages paid.

They shall also indicate apprentices and ratio of apprentices to journeymen. The employee ’s address and social security number must be entered on all payrolls. The payroll shall be accompanied by a “ Statement of Compliance” signed by the employer or the employer’s agent indicating that the payrolls are correct and complete and that the wage rates contained therein are not less than those required by the Contract.

The “Statement of Compliance” shall be on forms furnished by SANDAG or on any form with identical wording. The Contractor shall be responsible to ensure submission of subcontractor payrolls in the LCMS and the Department of Industrial Relations (DIR) eCPR systems. In addition, the c ontractor is responsible for maintaining physical copies of all (prime/subcontractor) payrolls for DIR auditing purposes.

Submitted certified payrolls for hauling and delivering ready-mix concrete must be accompanied by a written time record. The time record must include the following information and be uploaded to LCMS:
• Truck driver’s full name
• Name and location of the batch plant
• Time the concrete was loaded
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25 • Time the truck returned to the batch plant
• Truck driver’s signature certifying under penalty of perjury that the information contained in it is true and correct.

The Contractor and each subcontract shall preserve their payroll records for a period of three (3) years from the date of completion of the Contract.
7 1.01A(3)(B) PAYROLL RECORDS – ADDITIONAL REQUIREMENTS The Contractor shall also maintain its records in conformance with the following:

A. At the preconstruction meeting, the Contractor will be provided with all necessary forms from the SANDAG current labor compliance consultant. The Contractor shall submit weekly a copy of all payrolls to SANDAG or to the labor compliance consultant, depending on the project. The copy shall be accompanied by a statement signed by the employer or its agent indicating that the payrolls are correct and complete, that the wage rates contained therein are not less than those determined by the Secretary of Labor or the State of California Labor Code, and that the classifications set forth for each laborer or mechanic conform to the work which he or she performed. The Prime Contractor shall be responsible for the submission of copies of payrolls of all subcontractors. The Contractor shall make the records required under the labor standards clauses of the Contract available for inspection by authorized representatives of SANDAG and the Department of Labor and shall permit such representatives to interview employees during working hours on the job.

B. Contractor, and each subcontractor having contracts exceeding $10,000, shall submit monthly a report of manpower utilization of the total work force for all work performed during the month. If Contractor or subcontractor does not perform work on the project during the month, a negative report shall be submitted. The reports shall be submitted by the 15th of the following month. Contractor shall be responsible for submission of reports of all subcontractors. If any required manpower utilization report is not received by the designated due date, SANDAG will retain 10 percent (10%) of the estimated value of the work during the month from the next monthly estimate, except that such retentions shall not exceed $10,000, nor be less than $1,000. Retentions for failure to submit manpower utilization reports will be additional to all other retentions provided for in this Contract. Retentions for failure to submit manpower utilization reports will be released for payment on the monthly estimate for partial payments next following the date that all the delinquent reports for which the retention was made are submitted C. The Contractor shall make its records available and is responsible for making its subcontractors ’ records available for inspection by authorized representatives of SANDAG or the state or federal government and shall permit such representatives to interview employees during working hours on the job.
7 1.01A(5) APPRENTICE REQUIREMENTS
A. Contractor and its subcontractors are required to meet the apprenticeship ratio of one hour of apprentice work for every five hours of journeyman work per Title 8 California Code of Regulations, §230.1 for its public works projects exceeding $30,000, with the exception of design build projects, which have a higher ratio requirement that graduates from 20% to 60% between 2016 and 2020. California Labor Code §1777.5 requires all public works contractors and subcontractors to submit contract award information to applicable apprenticeship programs that can supply apprentices to the site of the public work, employ registered apprentices, and make training fund contributions to approved apprenticeship programs.

B. Contractor and its subcontractors shall comply with §§1777.5, 1777.6, and 1777.7 of the California Labor Code and Title 8, California Code of Regulations §200 et seq. To ensure compliance and complete understanding of the law regarding apprentices, and specifically the required ratio thereunder, each contractor or subcontractor should, where some question exists, contact the Division of 06/23/2026
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26 Apprenticeship Standards, or one of its branch offices prior to commencement of work on this Contract.

Responsibility for compliance with this Section lies with Contractor.

C. SANDAG encourages the employment and training of apprentices on public works contracts as may be permitted under local apprenticeship standards.
7 1.01A(7) WORKERS' COMPENSATION
Pursuant to the requirements in Labor Code §1860, the Contractor will be required to secure the payment of workers’ compensation to the Contractor’s employees in conformance with the requirements in Labor Code §3700.
7 1.01A(8) RECOVERY OF PENALTIES AND FORFEITURES
Attention is directed to Labor Code §§1730 to 1742, which calls for the Labor Commissioner to issue a civil wage and penalty assessment to Contractor or subcontractor or both if the Labor Commissioner determines after investigation that there has been a violation of the laws regulating public works contracts. Contractor or subcontractor may obtain review of a civil wage and penalty assessment by transmitting a written request for a hearing to the office of the Labor Commissioner that appears on the assessment within 60 days after service of the assessment. 7 1.01B CONTRACTOR’S LICENSING LAWS
Attention is directed to the provisions of Chapter 9 of Division 3 of the Business and Professions Code (commencing with §7000) concerning the licensing of contractors.

All Contractors and subcontractors shall be licensed in accordance with the laws and regulations of the State of California and with the requirements of this Contract and any Contractor or subcontractor not so licensed is subject to the penalties imposed by those laws. Contractor must also provide the license number for any subcontractor completing work in excess of one half of one percent of the total bid.

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Smart Growth Incentive Program (Cycle 6) Performance Measures Reporting Table Grantee: City of Vista
Project: Climate Action Plan Update
Part A – Status of Activities
The table below lists the grant program/project’s Performance Measures as selected by the grantee and outlined in the grant agreement. This table intends to monitor and assess the benefits achieved by the project for the reporting period. In each quarterly progress report, the grantee is required to provide updates on “Output Indicators” and “Outcome Indicators” for each Performance Measure.

Performance
Measure

Related
SGIP
Goal
Quantifiable
Measurements or
Metrics1
Desired Outcome Baseline Year
(2025)2
Output
Indicators3
Outcome
Indicators4
Level of coordination/
collaboration among
relevant departments
(transportation, land
use/zoning, housing,
economic
development, public
health, etc.)
Improve
Public
Realm
# of regularly
scheduled internal
working group
meetings and new
internal policies or
procedures to improve
internal efficiencies
Up to 10 procedures
or internal policies
implemented
internally for more
collaboration
between all CAP-
relevant departments
No regular
participation by
all relevant
department
staff, and no
formal process
or procedure for
analyzing
projects with
CAP
compliance or
for tracking CAP
implementation
and monitoring.

Rework/frame
the Climate
Action Working
Group to have
mandatory
attendance
from relevant
CAP
departments or
create a new
internal working
group for this
purpose.

New formalized
policies or
procedures for
internal
process of CAP
implementation
and monitoring.

1 - The quantifiable measurements or metrics will be used to assess the project’s effectiveness in meeting the SGIP goal/objective. 2 - The baseline year will be calendar year 2025 and the final project calendar year will be 2029; data will be analyzed to inform the Final Progress Report. 3 - Output indicators are a type of performance indicator that measures the immediate activities, products (including capital investments), or deliverables that result from a program or project.
4 - Outcome Indicators are the benefits that a project delivers during this reporting period. They measure the broader changes or benefits that result from the program or project.
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Performance
Measure

Related
SGIP
Goal
Quantifiable
Measurements or
Metrics1
Desired Outcome Baseline Year
(2025)2
Output
Indicators3
Outcome
Indicators4
Number of community-
based workshops, and
meetings and
community-based
organizations involved
in project development
and representation by
underserved/vulnerable
groups
Improve
Public
Realm
# of community-based
workshops and
meetings
# of community-based
organizations (CBOs)
represented.
# of forms of outreach
to reach different
populations
Up to 5 workshops
held
Up to 8 CBOs
represented
Up to 10 different
forms of outreach
developed
0 0

0 Develop a
publicly noticed
schedule of
public meetings
being held with
attendance
tracking sheets,
project website
creation for
online public
comments and
input to be
received.

A final updated
CAP report that
exemplifies
community
engagement
and serves all
members of the
Vista
community
Participation in
the CAP
measure and
goal
development
from a wide
representation
of the Vista
community to
ensure the
CAP best
supports their
wants and
needs.
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Performance
Measure

Related
SGIP
Goal
Quantifiable
Measurements or
Metrics1
Desired Outcome Baseline Year
(2025)2
Output
Indicators3
Outcome
Indicators4
Number of publicly
available progress
reports and/or
dashboards with
pertinent performance
measures
Improve
Public
Realm
# of online
dashboards
# of performance
measures accessed
on dashboard
One online publicly
access dashboard
with up to 25
measure and goal
progress updates and
other
CAP/Sustainability-
related information.
0 Gather all
relevant old
monitoring
reports and
documents,
work with
consultant and
internal IT team
to build a web-
based
dashboard
platform to host
public
information.

Greater
transparency in
the City’s active
efforts toward
Greenhouse
Gas Reduction
strategies and
easier access
to relevant CAP
information for
the public.

Number of publicly
posted appropriate
suggestions and
proposals for the CAP
update that were
incorporated into the
decision and plans
and/or make a section
in the CAP for
community generated
ideas.

Improve
Public
Realm
# of
suggestions/proposals
from community
engagement
processes that are
incorporated into
decisions and plans

Publicly post and
incorporate up to 50
public comments to
help develop CAP
goals and measures
that best suit Vista’s
community and to
foster the relationship
between Vista’s
residents and local
government.
0 Have a way to
take accept
and sort public
comment
during the CAP
update
process, like
summaries of
feedback to
ensure all
relevant
comments are
included.

Create a public
post of
appropriate
comments and
ideas.

Greater trust in
local
government by
the public
voices being
heard and
noticeably
incorporated
into a long-
range planning
document that
will affect their
community.
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Performance
Measure

Related
SGIP
Goal
Quantifiable
Measurements or
Metrics1
Desired Outcome Baseline Year
(2025)2
Output
Indicators3
Outcome
Indicators4
Perceptions of social
cohesion/
connectedness/
community
Improve
Public
Realm
# of survey
participants
Up to 100,000 survey
participants
representing diverse
stakeholders of Vista.

Create a survey to
send out to all event
participants after the
event to receive
feedback on their
experience and what
they believe their
community needs.
0 Develop online
and/or in
person pre and
post event
survey for all
event
participants
and City
residents to
receive
feedback on
their
experience and
their
perceptions of
community
connectedness.

Greater
understanding
of community
connectedness,
community
needs and
understanding
on where more
outreach or
social cohesion
assistance
could be
beneficial in
Vista.

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City of Vista
Updating the City of Vista's Climate Action Plan
Part I: Project Overview
Part II: Scope of Work and Budget
Task No. SGIP Grant
Amount
Matching Funds
Amount
1 $ 15,000.00 $ 6,000.00
1A $ 5,000.00 $ 1,000.00
1B 8,500.00$ 5,000.00$
1C 1,500.00$ -$
2 $ 75,000.00 $ 35,000.00
2A $ 5,000.00 $ 1,000.00
2B $ 5,000.00 $ 3,000.00
2C $ 10,000.00 $ 7,500.00
2D $ 5,000.00 $ 3,000.00
2E $ 32,500.00 $ 12,500.00
2F $ 5,000.00 $ 3,000.00
2G $ 5,000.00 $ 5,000.00
2H $ 7,500.00 $ -
3 $ 90,000.00 $ 15,000.00
3A $ 12,000.00 $ 5,000.00
3B $ 23,000.00 $ -
3C $ 23,000.00 $ 5,000.00
3D $ 23,000.00 $ 5,000.00
3E $ 9,000.00 $ -
4 $ 75,000.00 $ 15,000.00
4A $ 22,500.00 $ 2,500.00
4B $ 22,500.00 $ 2,500.00
4C $ 22,500.00 $ 10,000.00
4D $ 7,500.00 $ -
5 $ 60,000.00 $ 14,000.00
5A $ 13,500.00 $ 2,500.00
5B $ 13,500.00 $ 2,500.00
5C $ 13,500.00 $ 7,500.00
5D $ 13,500.00 $ 1,500.00
5E $ 6,000.00 $ -
6 $ 20,000.00 $ -
6A $ 9,000.00 $ -
6B $ 9,000.00 $ -
6C $ 2,000.00 $ -
$ 335,000.00 $ 85,000.00
Part III: Summary of Funding
Total Project Cost:

Total Grant Request:

Total Matching Funds:

Grant Percentage: 79.76%
Matching Funds Percentage: 20.24%
Part IV: Project Budget and Expenditures Per Fiscal Year Category*
Grant Amount Match Amount Grant Amount Match Amount Grant Amount Match Amount Grant Amount Match Amount PE 10,000.00$ -$ 125,000.00$ 30,000.00$ 140,000.00$ $ 30,000.00 60,000.00$ $ 25,000.00 335,000.00$ 85,000.00$ 420,000.00$ RW $ - -$ -$ -$ -$ $ - $ - -$ -$ -$ -$ CON $ - -$ -$ -$ -$ $ - $ - -$ -$ -$ -$ Total 10,000.00$ -$ 125,000.00$ 30,000.00$ 140,000.00$ $ 30,000.00 $ 60,000.00 $ 25,000.00 335,000.00$ 85,000.00$ 420,000.00$ *Key
Category
PE
RW
CON
$ 85,000.00
$ 335,000.00
TOTAL PROJECT COST:

CAP Outline
$ 17,000.00
$ 420,000.00
Public Review Gather public feedback on CAP Public review feedback summary $ 21,000.00 Structure the Climate Action Plan CAP outline document $ 16,000.00 Administrtive Drafts Prepare preliminary drafts for review Administrative draft documents $ 16,000.00 Environmental Analysis Examine potential environmental impacts Environmental analysis report $ 20,000.00 Final Addendum Complete the supplementary content
Internal Working Group Meetings Facilitate internal communication and collaboration Meeting agendas, summaries, action items Focus Groups with CBO's Gather targeted insights from community leaders Focus group findings, recommendations report
Identify climate vulnerabilities in the community Vulnerability assessment report Climate Action and Adaptation Develop climate strategies Fiscal Year (FY) 2029
(July 1, 2028 - June 30, 2029) Total
Grant Amount
Community Engagement Plan Develop structured approach for stakeholder involv Final community engagement plan $ 6,000.00 Climate Action Plan Document Update Revise and update CAP Adopted Climate Action Plan $ 74,000.00 Strategy report, stakeholder input documents $ 105,000.00 $ 8,000.00
$ 8,000.00
Total
Matching
Funds
Total
Project Cost
$ 23,000.00
GHG Forecasts and Reduction Targets Establish future emission scenarios GHG forecast report, reduction target recommendations $ 28,000.00 GHG Inventory Quantify greenhouse gas emissions GHG inventory report Construction
Category Description
Will any of the matching funds be from the TransNet
Local Street and Road program?
No
Fiscal Year (FY) 2026
(NTP - June 30, 2026)
Fiscal Year (FY) 2027
(July 1, 2026 - June 30, 2027)
Planning, Environmental, and Engineering
Right-of-Way
Fiscal Year (FY) 2028
(July 1, 2027 - June 30, 2028)
Scope of Work and Budget
Applicant Name:

Project Title:

Project Type: Climate Action Plan
$ 420,000.00
Task Description Task Outcome/Output Deliverables
Kick off meeting and project initiation Establish project objectives and team roles Meeting agenda, minutes, project charter Project Management Oversee project workflow Project schedule, resource allocation plan $ 21,000.00 Project Location: City of Vista
Brief Project Summary:

Implementation and Monitoring Design implementation framework Implementation plan, monitoring strategy The City of Vista will be updating their 2021 Climate Action Plan.

Project Objectives: Develop and execute a Climate Action Plan Update for the City of Vista, including extensive community engagement, new GHG Inventory, Forecasts, and Reduction Targets, an implemetation and monitoring plan with a cost benefit analysis and ending with a fully Council Adopted Document.

Community Engagement Foster community involvement Engagement strategy document, participant feedback $ 110,000.00
$ 6,000.00
Ongoing project management Monitor project progress status reports, updated project timeline $ 13,500.00 Total Project Cost
Contingency Funding to be placed in one of the above tasks See above $ 1,500.00 Community Workshops and interpretation services Gather public input and provide accessibility Workshop materials, photos, feedback summary $ 17,500.00
Online engagement and project website with
implementation monitoring dashboard
Enhance digital communication and outreach
and publicly available monitoring
Live project website, online engagement
analytics, online monitoring dashboard
$ 45,000.00
Community Engagement summary Compile community feedback and insights Comprehensive engagement summary report $ 8,000.00 completed plan
Vulnerability Assessment
$ 32,500.00
Contingency Funding to be placed in one of the above tasks See above $ 7,500.00 Final addendum document $ 9,000.00 Draft Addendum Provide supplementary content Draft addendum document $ 9,000.00 Climate Action and Adaptation Strategies Formulate actionable strategies Strategy document $ 28,000.00 Final CAP Complete Climate Action Plan Update for adoption City Council Study Sessions Present project updates and seek council feedback Presentation materials, meeting notes $ 10,000.00 $ 90,000.00
Implementation Cost Analysis Evaluate financial implications Cost analysis report $ 25,000.00 $ 6,000.00 Contingency Funding to be placed in one of the above tasks See above Contingency Funding to be placed in one of the above tasks See above $ 2,000.00 Contingency Funding to be placed in one of the above tasks See above $ 9,000.00 Contingency Funding to be placed in one of the above tasks See above $ 7,500.00 Final CAP document $ 15,000.00 Cost/Benefit Analysis Assess overall project value Cost/benefit analysis report $ 25,000.00 Implentation and Monitoring Develop implementation and monitoring plan 06/23/2026
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City of Vista
Updating the City of Vista's Climate Action Plan
Part II: Project Schedule
Task No. Start Date Completion Date Duration
1 0 28 28
1A 0 1 1
1B 0 28 28
2 2 24 22
2A 1 2 1
2B 2 24 22
2C
3 9 6
2D 3 9 6
2E 3 28 25
2F 10 11 1
2G 11 24 13
3 2 8 6
3A 2 8 6
3B 2 8 6
3C 2 8 6
3D 2 8 6
4 9 13 4
4A 9 13 4
4B 9 13 4
4C 9 13 4
5 9 25 16
5A 9 9 0
5B 9 17 8
5C 17 18 1
5D 19 24 5
6 25 28 3
6A 25 26 1
6B 26 28 2
28 Environmental Analysis
Draft Addendum
Final Addendum
Implementation and Monitoring
Implementation Cost Analysis
Cost/Benefit Analysis
Implentation and Monitoring plan
CAP Outline
Administrtive Drafts
Public Review
Final CAP
Climate Action Plan Document Update
Focus Groups with CBO's (2)
Online engagement and project website
Community Engagement summary
City Council Study Sessions (4)
Climate Action and Adaptation Strategies
GHG Inventory
GHG Forecasts and Reduction Targets
Project Schedule
Applicant Name:

Project Type:

Project Title:

Total Project Duration (In Months from NTP):

Climate Action Plan
Project Management
Kick off meeting and project initiation
Task Description
Ongoing project management
Community Engagement
Community Engagement Plan
Internal Working Group Meetings (4)
Community Workshops (2) and interpretation
services
Climate Action and Adaptation
Vulnerability Assessment
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16 ATTACHMENT D

City Approved/ Ongoing Initiatives

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CAP Update RFP - Appendix D
Other Approved and/or ongoing City initiatives*
• General Plan 2050 & PEIR – In progress
• Sustainable Mobility Plan – In progress
• Public Tree Master Plan – In progress
• Parks Master Plan
• Facilities Master Plan
• 2021 Climate Action Plan
• 2012 Climate Action Plan
• City Council Goals
• Environmental Commission Workplan
• Clean Energy Alliance & San Diego Regional Energy Network Programs • Capital Improvement Project Schedule
• 2015 Bicycle Master Plan
• Vista’s Green Business Network
• Vista’s E-bike Training and Rebate Program
• Vista’s Tree Giveaway Program
• SB1383 Implementation & Hazardous Waste Facility Operations • Tree City USA participation
• Polystyrene and Single Use Plastics Ban
• SANDAG Sustainable Commutes Partnership
• 2018 SANDAG Energy Efficiency at Municipal Facilities Audit • Stormwater and Water Quality Management Programs
• Solar Streetlight Projects
*this is not a finalized or complete list; some projects and programs may be added or removed after initial meetings with internal City staff and stakeholders. 06/23/2026
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17 ATTACHMENT E

City of Vista Standard Professional Services Agreement
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Professional Services (Non-Construction) (RFP)(NPW) 1 of 9 NAMEX [51960-2] 00051960 4

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.

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 the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.
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Professional Services (Non-Construction) (RFP)(NPW) 2 of 9 NAMEX [51960-2] 00051960 4

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.

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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.

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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.

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, 06/23/2026
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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. 06/23/2026
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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.
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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

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.
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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).

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 06/23/2026
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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 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:

ANALISA HOLBROOK, RISK MANAGER

By:

“Contractor”

NAMEX, statusx

By:

Name/Title

By:

Name/Title

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00051960 4 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS

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00051960 4 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL

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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.

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 06/23/2026
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00051960 4 Exhibit C, Page 2 of 3
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.

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 06/23/2026
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00051960 4 Exhibit C, Page 3 of 3
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.

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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

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00051960 4 Exhibit E

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.

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ADDENDUM NO. 1
to

REQUEST FOR PROPOSALS
for

CITY OF VISTA CLIMATE ACTION PLAN UPDATE

April 8, 2026

This addendum revises language to instructions in the Vendor Questionnaire in Opengov.

The following language in the Vendor Questionnaire is stricken as follows:

1. Proposal*
Please upload your complete proposal here

*Response required

2. Fee Proposal
Please upload your complete Fee Proposal here (if not included in the complete proposal).

3. Sample Work Products
Please upload sample work products here (if not included in the complete proposal).

4. W-9*
Please upload your W-9 Here.

Proposers/bidders must comply with Section 6.4 of the Request for Proposals, which states that the Fee Proposal shall be “Separately uploaded to OpenGov. ”

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NOTICE NO.1
to

REQUEST FOR PROPOSALS
for

CITY OF VISTA CLIMATE ACTION PLAN UPDATE

May 5, 2026

This notice revises the timeline in the Request for Proposals and in O pengov. The timeline has been revised as follows:

XV. ESTIMATED TIMELINE
The City’s schedule for the selection process is as follows:

1. City Releases RFP March 25, 2026

2. Deadline for Questions April 7, 2026

3. Proposals Due April 30, 2026

4. Notice of Consultant Shortlist (If Applicable) May 7, 2026 May 18, 2026

5. Consultant Interview (If Needed) May 12, 2026 May 20, 2026

6. Notice of Consultant Selection May 13, 2026 May 21, 2026

7. Complete Negotiation of Agreement May 18, 2026 June 2, 2026

8. Council Award May 26, 2026 June 23, 2026

9. Notice to Proceed June 2026

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00051960 4 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL

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PROPOSAL FOR
Climate Action Plan Update
PREPARED FOR:

City of Vista
200 Civic Center Drive
Vista, CA 92084
ATTENTION:

Cassidy McCarthy
Climate Action Program Administrator
APRIL 30, 2026
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www.ascent.inc

ASCENT ENVIRONMENTAL, INC. DBA ASCENT // 2550 FIFTH AVENUE, SUITE 640, SAN DIEGO, CA 92103 // O 619.219.8000 F 916.444.3927 April 30, 2026
Cassidy McCarthy, Climate Action Program Administrator
City of Vista
200 Civic Center Drive
Vista, CA 92084
Subject: City of Vista Climate Action Plan Update
Dear Ms. McCarthy,
The City of Vista (City) is seeking a consultant team with the requisite experience and expertise to prepare its Climate Action Plan (CAP) Update. This update will reflect the progress the City has made since adoption of the 2021 CAP, while positioning the City for effective implementation, long-term emissions reductions, climate adaptation and resilience, and alignment with an evolving regulatory landscape. The CAP Update will build upon the City’s accomplishments while looking forward to how ongoing initiatives such as the Sustainable Mobility Plan and Public Tree Master Plan can be integrated into climate planning. Most importantly, it will be reflective of community needs and perspectives.

This work arrives at a pivotal time. The City has established its vision for the future through the ongoing Vista General Plan 2050 (Vista 2050). Vista is shifting and evolving from a traditional distributed pattern of development to a concentrated growth plan as it focuses growth toward the established downtown area and transportation corridors and repurposes underutilized land uses. The City’s focus on smart growth, sustainability, and place-led housing in targeted Opportunity Areas is the ideal foundation for this CAP Update. These principles encourage compact, walkable, mixed-use development located in proximity to local services, employment, bicycle and walking trails, and public transit, all of which serve to reduce greenhouse gas (GHG) emissions and enhance the community’s resilience to climate change. The CAP Update will also serve to implement mitigation measure MM- GHG‑1 from the Vista 2050 Program Environmental Impact Report (PEIR), reflecting updated land use designations and buildout assumptions. The City has also opened conversations around sustainability and climate solutions through thoughtful programs such as Cyclovia and the Free Tree Giveaway Program. City staff’s dedicated work in engaging the community provides a platform for the CAP Update to build on these successes.

In addition, climate legislation, community engagement expectations, and the feasibility of levers for reducing emissions at the local level have evolved substantially since 2021. The City now needs a firm that understands the complexities of the regulatory expectations of Senate Bill 32 and Assembly Bill 1279, opportunities and constraints in local strategies, and the unique characteristics of small communities in North County San Diego. The firm selected must combine technical rigor with practical experience in crafting strategies that can be implemented in a suburban city with semi-rural characteristics and a nuanced understanding of the Vista community and City government. The selected team needs to have demonstrated experience in executing grant-funded projects, ensuring timely and accurate progress reports and achievement of Performance Measures outlined in the San Diego Association of Governments’ (SANDAG’s) Smart Growth Incentive Program (SGIP) grant agreement.

The team needs experience and expertise in integrating various planning efforts to ensure the seamless transition and longevity of City activities. The team’s work should also build upon and complement Vista’s 2024–2026 City Council goals and the 2025–2027 Environmental Commission Workplan. The goals and objectives include key strategies such as increasing solar at City facilities, creating additional tree canopy, acquiring land for parks and more green space, and increasing walkability and bike safety. The workplan identifies solid waste reduction, CAP Update review, and sustainability outreach as key focus areas. The existing and ongoing initiatives in Vista offer valuable opportunities to inform the CAP Update and coordinate efforts with planned activities and events, requiring that the chosen firm be poised to assist with the City’s community engagement efforts, offer expertise in innovative and authentic engagement techniques, and have expert knowledge of climate action planning. 06/23/2026
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Cassidy McCarthy
April 30, 2026

Ascent is that firm. We are an innovative full-service
climate change, land use planning, urban design,
environmental, and natural resources consulting
firm with a staff of approximately 150 professionals.

Climate action and adaptation planning is one of
Ascent’s core service areas. We have invested in
climate action planning practice since the firm’s
inception in 2010 and have simultaneously built an
in-house team of planners and community
engagement specialists. The team that would be
leading this project has vast experience in San
Diego communities in both climate planning and
community engagement. Poonam Boparai, our
proposed principal-in-charge, has led the
development of climate action plans in every city in
the North County, including Vista’s 2021 CAP. Claire
Moss, our proposed project manager, has worked
on and managed multiple climate action and
adaptation efforts in San Diego County, including
the County’s CAP Update. Ascent brings to the City
an interdisciplinary team consisting of planners,
GHG specialists, outreach specialists, and
publishing experts well versed in Americans with
Disabilities Act (ADA) and Web Content
Accessibility Guidelines (WCAG) standards to
support development of an actionable plan
informed by community input.

There are four key reasons why the City can be confident in our ability to deliver an exceptional CAP Update:
 Local experience: Our portfolio includes extensive climate action planning with cities in the region—Vista, Oceanside, Carlsbad, San Marcos, Escondido, Encinitas, Del Mar, El Cajon, Lemon Grove, Solana Beach, and La Mesa—as well as with the City and County of San Diego, giving us region-specific insight into emissions patterns, transportation dynamics, electrification pathways, and the challenges faced by largely built-out communities. Our prior work with Vista on the 2021 CAP enables us to build upon existing frameworks, community values, and implementation tools to hit the ground running.  Comprehensive climate action and adaptation plan expertise: Ascent is renowned for its expertise in developing comprehensive plans aimed at addressing climate change mitigation (i.e., reducing GHG emissions), along with adaptation and resilience. Our approach involves integrating economic development, public health, and social equity considerations. We have successfully created numerous climate action and adaptation plans for local and regional entities throughout California, including cities, counties, special districts, tribes, and metropolitan planning organizations, and have developed several CAPs in conjunction with general plan updates (e.g., Oceanside, Irvine, Murrieta, Lake Elsinore, Rancho Cucamonga, Ventura County).

Through our experience, our team has gained an in-depth understanding of energy regulatory requirements, GHG accounting protocols, and effective strategies for reducing emissions. In addition, our team is well versed in preparing adaptation- and resilience-related components of plans consistent with state guidance and legislation, including robust vulnerability assessments, locally specific adaptation and resilience strategies, and detailed analyses to determine climate exposure, sensitivities and potential impacts, adaptive capacity, and overall vulnerability. This demonstrated expertise enables us to assist local What sets us apart?
✓ We drive policy change underpinned by robust
technical analysis.
✓ We produce plans informed by community
priorities and staff capacity, not just technical
analysis.
✓ We understand Vista’s built environment, housing
stock, and policy levers that can drive GHG
reductions.
✓ We have supported the City of Vista with
development of its 2021 CAP, informed by
extensive community engagement and
customized GHG analysis.
✓ We have developed several CAPs concurrent with
or following general plan update processes,
including as mitigation for the long-range plan,
ensuring continuity in growth forecasts and goals
and policies.
✓ We bring to the City an interdisciplinary team
consisting of planners, GHG specialists, and
outreach experts to support development of an
actionable plan, informed by community input.
✓ We serve as an extension of the client team and
provide attentive project management to meet
City objectives.
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governments in planning for a more sustainable future that is both realistic and sensitive to community needs. We excel at clearly and effectively communicating the benefits of climate action and adaptation planning, providing comprehensive information on the costs and advantages of implementing a wide range of emissions reduction and adaptation strategies. Furthermore, we actively engage with the communities in which we work, fostering positive relationships and collaboration.  Meaningful, inclusive, community-driven engagement: Authentic and accessible public engagement is essential to crafting a CAP Update that reflects Vista’s values and is realistic to implement. Ascent designs engagement processes that go beyond information-sharing to build trust, gather diverse perspectives, and meaningfully shape policy outcomes. Our approach for Vista will include in-person and virtual engagement including community workshops, internal working group discussions, focus groups with community‑based organizations, and online engagement. Outreach will begin with listening and relationship‑building and will progress alongside technical deliverables and strategy development, with Spanish‑language participation and partnerships with trusted local organizations to help reach communities. Activities will build on the City’s prior outreach successes while expanding participation and strengthening connections between City staff and Vista’s diverse communities.  CEQA expertise: Ascent understands that the City is interested in a CEQA Addendum to build off the findings from the Vista 2050 PEIR; however, based on our experience with developing CAPs across the state, we recommend that the City opt for a notice of exemption (NOE). A CAP is a policy document—it establishes goals, targets, and climate action and adaptation strategies that ultimately provide beneficial outcomes. We would work with the City to design a CAP that does not trigger physical environmental impacts, allowing a more efficient level of CEQA review. This aligns with the City’s desire to not develop a “qualified” CAP under CEQA Guidelines Section 15183.5, which is a sound choice that provides flexibility to be innovative and creative in developing a tailored plan. In our experience, an NOE achieves the same outcome faster and at a lower cost, freeing resources for actual development and implementation of the CAP. We have offered development of the Addendum as an optional task.

Our team for this project is based in Ascent’s San Diego office, located at 2550 Fifth Avenue, Suite 640, ensuring responsiveness, continuity for City staff, and a local, in-person presence. We look forward to the opportunity to support the City of Vista in advancing its climate leadership and continuing our partnership.

Poonam Boparai is your primary point of contact for this effort. Please do not hesitate to contact her if you have any questions or require further information. As an Ascent principal, Poonam is authorized to negotiate and execute a contract. She declares that the only person, persons, company, or parties interested in the proposal as principals are named herein; 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 she has full authority to bind the firm.

Sincerely,

Poonam Boparai Claire Moss
Principal Project Manager
e: [email protected] e: [email protected]
p: 619.795.0113 p: 619.604.3786

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1/ STATEMENT OF QUALIFICATIONS

FIRM QUALIFICATIONS
Ascent is an innovative, full-service climate change, environmental, land use planning, urban design, and natural resources consulting firm with a staff of approximately 150 professionals. Founded in 2010, the firm is headquartered in Sacramento, with offices in San Diego, Irvine, Berkeley, and Lake Tahoe. We offer the nimble responsiveness of a small business along with a depth of expertise and resources well beyond the size of the firm. Primarily working with public sector clients, our broad spectrum of planning and environmental services, including climate action, climate adaptation, sustainability, and California Environmental Quality Act (CEQA) compliance, allows us to take a comprehensive approach to current challenges. Using the latest analysis tools and techniques is also central to our practices, resulting in efficiency, clear presentation of data and results, and effective, feasible, and defensible solutions.

Our key team members have been involved in climate planning efforts throughout California for several decades, which is demonstrated through our project experience. Ascent is renowned for its expertise in developing comprehensive plans aimed at addressing climate change mitigation (i.e., reducing greenhouse gas [GHG] emissions) and climate adaptation and resilience. Our approach involves integrating economic development, public health, and social equity considerations into the planning process. We have successfully created such plans for various local and regional entities throughout California, including cities, counties, special districts, tribal governments, and metropolitan planning organizations.

We have supported several Southern California cities through the full cycle of climate planning, from plan development through implementation, monitoring, reporting, and subsequent updates. This success is a result of our continued dedication to recognizing that each agency has different needs, different work processes, and different expectations.

Ascent has assisted a number of cities in the region—Vista, Oceanside, Carlsbad, San Marcos, Escondido, Encinitas, Del Mar, El Cajon, Lemon Grove, Oceanside, San Diego, Solana Beach, and La Mesa—on their climate action plans (CAPs), CAP updates, monitoring reports, CAP implementation plans and associated cost analyses, and CAP consistency checklists. Our work with a majority of these cities included both GHG reduction planning and vulnerability assessments and adaptation planning. In addition, we have worked as extension of staff at the County of San Diego for over 10 years, serving as resident climate change and air quality experts for current and advance planning efforts such as the County’s CAP. We also supported the City of San Diego with preparing a detailed CAP Implementation Plan.

CR Associates is a mobility transportation consultant with over 60 engineers and planners working from two offices in San Diego and Los Angeles. Founded in 2011, CR Associates is committed to planning and designing transportation systems and identifying mobility improvements that create and support vibrant and sustainable communities. They take a fully multimodal approach, building upon the multidimensional experiences of their staff, along with their dedication to serving the full range of client needs. With their in-house transportation planning and modeling, traffic engineering and studies, civil and roadway engineering, and grant writing capabilities, CR Associates brings projects from the earliest planning phases to feasibility analysis to final design, all with the expectation that young children, the elderly, low-income families, and the disabled deserve equal access to roadways and the pursuit of opportunities that necessitate safely traveling across their communities. CR Associates’ recent work on the Vista 2050 General Plan will help bring continuity to the CAP Update’s vehicle miles traveled (VMT) analysis.

TEAM QUALIFICATIONS
We have assembled a team to provide the City of Vista with access to the most qualified professionals to assist with the project. The team will be led by Poonam Boparai, who will serve as the principal-in-charge and provide overall quality assurance and strategic guidance. Poonam worked on the City’s 2021 CAP and is intimately familiar with Vista and its climate challenges and opportunities. Claire Moss will serve as the project manager, managing the team of Ascent staff and our partner, CR Associates, leading the coordination of the work, and serving as the day-to-day point of contact for City staff. This management team will be supported by other technical experts from Ascent.

An organizational chart depicting the structure of the team is presented on the next page, followed by brief biographies of team members. Resumes detailing the relevant experience of key team members are included in Exhibit D. 06/23/2026
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Organizational Chart

Team Members
Poonam Boparai, Principal-in-Charge Availability: 30%
Qualifications: Over 19 years of experience conducting climate action planning. Leads climate action planning processes that are informed by robust technical analysis and by inclusive, meaningful engagement of agency and community stakeholders to develop effective and locally appropriate and effective climate mitigation and adaptation policies and plans.

Claire Moss, Project Manager Availability: 50%
Qualifications: Nine years of demonstrated history in leading climate action and adaptation planning, with experience in sustainability planning. Approaches projects through a public health and equity lens; excels in community engagement.

Adam Qian, Climate Adaptation Planner Availability: 70% Qualifications: More than 12 years of combined experience in various environmental sciences, climate adaptation and hazard mitigation planning, environmental planning management, GIS and spatial analysis, and related fields.

Andrew Beecher, Senior GHG Specialist Availability: 50% Qualifications: Eight years of experience as a technical lead on GHG inventories and forecasts of various scales and on GHG reduction plan development. Guides clients through carbon accounting and climate planning to exceed state requirements.

Natalie Kataoka, GHG Analyst Availability: 70%
Qualifications: Experience in research and development of climate action and adaptation policies. Prepares greenhouse gas emissions inventories and forecasts for various sectors.

Luis Montes, Outreach Specialist Availability: 60%
Qualifications: Skilled in public speaking and delivering oral presentations and in drafting talking points and presentations.

Applies his knowledge and skills to develop effective climate action plans that prioritize public engagement.

Lisa Fenton, Cost Analyst Availability: 40%
Qualifications: Strong foundation in climate science and climate action planning; versed in sustainable development, environmental economics, and foundations of the energy system.

Matthew Watson, Website Administrator Availability: 60% Qualifications: Skills including web and desktop GIS, programming, statistical modeling, and cartography. Supports efforts in climate action and adaptation planning, environmental permitting, and solar and wind power generation, among others.

Alyssa Luna, GIS Specialist Availability: 60%
Qualifications: Develops innovative solutions for a wide range of applications. Skills include data management, natural resources analysis and mapping, and streamlining mobile workflows for field data collection. 06/23/2026
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Riley J. Smith, Publishing Specialist Availability: 50% Qualifications: Seasoned communications professional with skills in adhering to specific and global style guides, developing templates and layouts, and document formatting.

Corey Alling, Graphics Specialist Availability: 50%
Qualifications: Extensive experience in the climate planning field. Assists with internet applications for public outreach, such as creating and designing email newsletters and preparing public meeting materials.

Mike Calandra, Travel Demand Modeling Lead (CR Associates) Availability: 60% Qualifications: More than 35 years of travel demand modeling experience in the public and private sectors. Well versed in transportation infrastructure and planning projects and studies.

Phuong Nguyen, TE, Senior Transportation Engineer (CR Associates) Availability: 70% Qualifications: Extensive experience in delivering a wide range of transportation solutions. Has led and managed projects in areas such as VMT mitigation strategies and transportation impact analysis.

PROJECTS
Clients for whom we have worked in the past provide the best testimony about our dedication to their projects. Our team at Ascent has successfully managed and directed numerous climate action and adaptation projects throughout California, with a particular emphasis on agencies in San Diego and Southern California. Examples of recent projects on which Ascent’s key staff have worked recently are summarized below. These projects included similar types of tasks and activities as required for the City’s CAP Update, including robust public outreach and engagement. Our team is trusted by clients to deliver tailored climate solutions based on the local context, community input, stakeholder and partner priorities, and agency capacity.

Oceanside Climate Action Plan Update

CITY OF OCEANSIDE
Ascent is working with the City of Oceanside to develop a comprehensive update to its Climate Action Plan, which is occurring concurrently with the update of the City’s General Plan. The work conducted includes modeling of future GHG emissions, developing reduction targets consistent with the most recent GHG legislation, and expanding the City’s strategies for reducing GHG emissions toward meeting a long-term target for the years 2045 and 2050. Key goals for the City in developing the CAP were to leverage existing programs and to balance climate action with department budgeting constraints.

CR Associates performed the transportation analysis for the City’s General Plan update, with results integrated into the CAP’s analysis of future GHG emissions. The Ascent and CR Associates teams collaborated to ensure that iterations of land use and roadway network changes were appropriately represented in the CAP update.

ASCENT’S ROLE
Subconsultant

DATES OF SERVICE
2023–ongoing

REFERENCE
Justin Gamble, Sustainability
Program Administrator
City of Oceanside
p: 760.435.5093
e: [email protected]
San Marcos CAP and Monitoring Reports

CITY OF SAN MARCOS
Ascent has assisted the City of San Marcos in preparing its first and second biennial Climate Action Plan Monitoring Reports, which evaluate the implementation of the 2020 CAP’s strategies and measures. The report tracks key performance indicators, highlights progress, identifies challenges, and recommends updates to enhance the CAP’s effectiveness. It also integrates complementary efforts, such as the City’s Active Transportation Plan, and includes a “Looking Ahead” section outlining future plans.

Ascent’s role included report preparation, project coordination, and delivery of a set of presentation slides summarizing the report for use by City staff. Ascent also prepared the City’s 2020 CAP.

ASCENT’S ROLE
Prime

DATES OF SERVICE
2020–ongoing

REFERENCE
Sean del Solar, Principal Planner/
Sustainability Program
Manager
City of San Marcos
p: 760.744.1050, ext. 3223
e: [email protected]
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San Diego Climate Action Implementation Plan

CITY OF SAN DIEGO
In 2022, the City of San Diego adopted an updated CAP that sets a new goal of net-zero GHG emissions by 2035 and integrates and prioritizes the concepts of social equity. It included detailed information on GHG reduction measures, as well as 190 actions and supporting actions at the program level. Ascent led preparation of the Climate Implementation Plan, which organized this information in a practical and implementable manner. The Implementation Plan organizes the City’s processes and government structure around those actions—centering equity, accountability, and transparency. It also outlines the “measures of success” that will be used to assess progress toward the CAP’s quantified performance targets.

The Implementation Plan was recognized with an award from the AEP San Diego Chapter in 2023 in the category of Outstanding Innovation in Resilient or Sustainable Planning and Design, as well as with a merit award from California AEP in 2024.

ASCENT’S ROLE
Prime

DATES OF SERVICE
2022–2023

REFERENCE
Andrew Martin, Chief
Sustainability Officer
City of San Diego
p: 619.533.3871
e: [email protected]
San Diego County Climate Action Plan Update

COUNTY OF SAN DIEGO
Ascent was retained by the County of San Diego to prepare a CAP and the associated Supplemental Environmental Impact Report (EIR). Ascent partnered with EPIC to prepare the baseline GHG inventory and emissions forecasts for community-wide sources and for County internal operations. We worked with the County to develop GHG reduction targets for specific benchmark years (2030 and 2045), consistent with the state’s GHG reduction goals and the County Board of Supervisors’ direction. We evaluated and quantified the GHG reduction potential of identified reduction measures and prepared a gap analysis to determine whether the proposed list of strategies would achieve the County’s target.

Ascent also worked with the County to define an evaluation and monitoring framework for the CAP.

ASCENT’S ROLE
Prime

DATES OF SERVICE
2020–2024

REFERENCE
Meghan Kelly, Chief, Sustainability
Planning
County of San Diego
p: 619.323.6462
e: [email protected]

FINANCIAL RESPONSIBILITY
Ascent confirms that we have the necessary facilities, ability, experience, and financial resources to provide the services specified herein in a satisfactory and timely manner. The firm is financially stable and has been profitable in all years of operation, with revenues increasing every year. Ascent’s principals have successfully managed Ascent and prior company offices for over 30 years. Ascent ensures it has sufficient cash flow by maintaining the following procedures:
• Use of Deltek Vantagepoint financial software. Vantagepoint is a software package that provides project budget tracking, workload projections, cash flow projections, contract value tracking, and financial reporting. • Weekly and monthly financial reporting. Ascent tracks several financial metrics that ensure its health and stability.

We employ a full-time controller and a team of finance and/or contract specialists, who monitor and report on the company’s financial records, contracts, cash flow (reserves, obligations), cash flow projections (accounts receivable aging reports, expectations-based weekly and monthly financial reporting). • Line of credit. Ascent maintains a line of credit with its bank. 2/ WORK PLAN
This section describes Ascent’s approach to the activities and tasks outlined in the RFP. Drawing from our experience working with cities of a similar size and scale, we have made recommendations for scope refinements to clarify and align tasks. For each task, the City’s responsibilities include one set of consolidated, nonconflicting comments on deliverables.

TASK 1. Project Management
Task 1.1. Kickoff Meeting and Project Initiation
Ascent’s project management team (principal-in-charge and project manager) will hold a kickoff meeting with City staff to identify team roles, review scope and budget, establish project goals and objectives, develop a project timeline with key milestones, and identify existing documents, data, policies, and initiatives relevant to the CAP Update beyond those listed in RFP Appendix D. We will use this meeting to confirm key stakeholders and members of the Internal Working Group and to identify dates for near-term coordination and outreach with stakeholders. 06/23/2026
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The kickoff meeting will serve to establish project management procedures, including invoicing terms and communication protocols that are intended to keep all parties involved and informed. Our team has executed many grant-funded projects and understands the need for clarity on invoicing procedures, formats, and timelines. We will set up the process to ensure the City has all necessary information for reporting to SANDAG according to the grant requirements. Ascent will prepare a meeting agenda and summary meeting notes to document the key takeaways and action items.

Task 1.2. Ongoing Project Management and Administration We envision our relationship with the City as highly collaborative, with Ascent providing hands-on support throughout the process. We will set up a collaboration folder in SharePoint (or a similar platform) to share deliverables. The Ascent team will schedule and facilitate regular meetings to coordinate with City staff on deliverables, upcoming tasks or milestones, and project schedule and to identify and discuss any critical path items such as outstanding data needs or schedule constraints. Ascent will prepare meeting agendas, notes, and action items, as well as maintain a project timeline.

Task 1.3. Monthly Invoicing
Ascent will submit brief monthly written status reports summarizing project activities, along with our invoices, to the City’s designated point of contact for efficient grant reporting. Invoices will include a detailed breakdown of services, tasks, hours, personnel and staff type who worked on the project, hourly rates, percentage complete, and remaining budget, and will identify any budgetary and/or task challenges.

Deliverables
 One-hour in-person or virtual kickoff meeting with City staff and Ascent project management team with agenda and summary notes  Up to 25 virtual project meetings (30 minutes in length) with City staff with agendas and summaries  Monthly project status reports and invoices (electronic) City Responsibilities
 Attend the kickoff meeting and project meetings
TASK 2. Community Engagement
Community engagement is a core element that will be integrated throughout the CAP Update process to ensure strategies reflect local priorities and conditions. Our proposed engagement approach builds on prior City efforts to continue conversations while also creating new opportunities to involve additional residents and community groups.

Vista’s commitment to inclusive planning requires engagement that is accessible, transparent, and responsive to community context. Our strategy will combine in‑person and virtual opportunities, including Spanish-language outreach.

Activities will be designed to support informed participation, identify priorities and tradeoffs, and strengthen understanding around climate action. Engagement materials will support flexible use, allowing the City to promote the project and share information at other City and community events. These efforts will aim to strengthen connections across Vista’s communities and support collaboration between residents and City staff on shared long‑term sustainability goals.

Task 2.1. Community Engagement Plan
Ascent will develop a Community Engagement Plan that aligns outreach events with CAP technical milestones to ensure public input informs key decision points. In coordination with City staff, we will leverage existing communication channels, trusted community partners, and ongoing initiatives to expand participation while minimizing engagement fatigue and considering approaches that help bridge barriers to participation. During Community Engagement Plan development, project branding materials, including a branding guide, PowerPoint template, Zoom backgrounds, a simple project logo, and client-provided photos, will be prepared to support a consistent project identity. The plan will establish a roadmap for outreach activities, roles, and feedback integration early in the planning process and will remain flexible to adapt as community needs and project insights emerge. Key elements of the plan include a list of community groups and engagement partners, prioritizing underrepresented and Spanish-speaking populations; engagement methods and defined roles aligned with CAP phases and decision points; an engagement schedule; and performance metrics and output indicators aligned with SANDAG’s Smart Growth Incentive Program grant requirements.

Task 2.2. Internal Working Group Meetings
Ascent will plan for and facilitate three virtual Internal Working Group meetings to support coordinated decision-making across City departments. Meeting topics may include baseline conditions, discussion of community input received, review of draft strategies and actions, and implementation planning, including roles, responsibilities, and resource considerations.

Task 2.3. Community Workshops and Interpretation Services Ascent will plan for and facilitate two in-person and one virtual community workshops at key milestones to build understanding of key topics and gather meaningful input. The first two workshops will be held in person and focus on 06/23/2026
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visioning, including community priorities, barriers, and input on lived experiences. These workshops will cover the same material, offered once in English with Spanish interpretation and once fully in Spanish. The following workshop will be held virtually and conducted in English with live interpretation in Spanish. This workshop may focus on reviewing and prioritizing strategies and understanding implementation considerations. Workshops will be designed to maximize participation and may employ an open-house format or a brief presentation followed by an interactive activity. Ascent will support the preparation of workshop materials, including promotional graphics, a PowerPoint presentation, interactive activities, posters, sign‑in sheets, comment cards, and post‑event summaries of key themes and feedback received. The City will assist by sharing information through existing communication channels and helping extend outreach to communities engaged in past planning efforts while also reaching new audiences.

Ascent will engage local, trusted third-party Spanish translation and interpretation providers across virtual and in-person engagement activities, including ION Translation and Frida Blum Translation and Interpretation Services. The Spanish-language in-person workshop will be facilitated by Ascent and City staff who are fluent in Spanish and experienced in public facilitation. If needed and available, Ascent will utilize the City’s Wordly translation application to support live translation and captioning and will coordinate with City-provided or in-house Spanish interpretation and translation staff to supplement engagement activities.

Task 2.4. Focus Groups with Community-Based Organizations Ascent will plan and facilitate three focus group meetings with community-based organizations (CBOs) identified as part of Task 2.1 to inform visioning and strategy development. The first focus group meeting will be held in person to build relationships, allow face-to-face interaction with participating CBOs, and establish a strong foundation of trust and connection with the planning team. Subsequent meetings will be conducted virtually to manage engagement efficiently.

Each meeting will focus on key emissions sectors or climate adaptation planning topics and consider how proposed strategies may affect different populations, particularly historically underserved or climate-vulnerable communities.

Engagement with CBOs will consider factors such as access, cost, capacity to participate, and potential benefits or burdens at the neighborhood and household levels. Meetings will incorporate guided questions, structured activities, and group discussion to support shared learning and capture key themes relevant to CAP measures and technical analysis.

Focus groups will engage organizations that support Vista residents and vulnerable communities, including Vista Community Clinic, the Boys & Girls Club of Vista, Operation HOPE, Vista Unified School District, Interfaith Community Services, Community Interface Services, Vista Chamber of Commerce, and Vista Conservancy. To complement these meetings, the project website (Task 2.5) can include password-protected webpages accessible only to participating CBOs.

These pages can support ongoing, asynchronous engagement by sharing materials, posting follow-up questions, and collecting targeted feedback before and after meetings to maintain consistent touchpoints outside of planned meetings.

Task 2.5. Online Engagement and Project Website
Ascent will develop and manage a project website using Esri’s ArcGIS Hub to serve as the central portal/platform for information, engagement, and feedback. The site will bring together interactive features in a single user-friendly interface, allowing the public to access materials, track progress, and provide input through simple surveys or map-based activities.

The City will be responsible for developing, launching, and processing surveys or activities. The platform will also support multilingual access, including Spanish-language pages to broaden participation. Ascent will update the site regularly to support timely communication and participation. During the public review period, we will use Konveio, embedded into the project website, as a single accessible platform for collecting and managing public comments on the draft CAP Update.

This approach improves clarity, traceability, and transparency in the review process.

Following adoption of the updated CAP, the site will transition to an implementation and monitoring dashboard to track actions and progress over time. Potential features may include status tracking, key performance indicators, department responsibilities, timelines, and map-based visualization of project locations or impacts. This flexible approach creates a lasting resource tailored to City preferences while supporting long-term transparency. To support efficient development and long-term usability of the dashboard, Ascent will request a temporary ArcGIS Online or Enterprise Creator–level account to enable application development and maintenance; all content will be transferred to the City upon project completion.

Task 2.6. City Council Study Sessions
Ascent will support up to two in-person City Council study sessions and briefings to facilitate in-depth discussion of the CAP Update at key decision points and milestones. Sessions will be structured to present technical findings and project updates and to guide discussion of emissions targets, strategy options, operational and financial considerations for City departments, and impacts on residents and businesses. Ascent will lead a presentation and structured discussion to capture City Council feedback and provide direction prior to formal hearings. City Council input gathered through these sessions will inform the refinement of CAP targets and measures and serve as an important opportunity for discussion in a public forum. 06/23/2026
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Task 2.7. Community Engagement Summary
Ascent will prepare a Community Engagement Summary that consolidates outreach activities and key themes identified throughout the CAP Update process. The summary will serve as a record to support decision-making, communication, and future CAP implementation and monitoring and will be included as an appendix to the final CAP Update.

Task 2.8. City Council Support
Ascent will support City staff in adopting the CAP Update by reviewing the City’s presentation and attending one City Council meeting. At least two members of the Ascent team will be available to support the one public meeting.

Deliverables
 Draft and final Community Engagement Plan (electronic)  Lead and facilitate up to three virtual Internal Working Group meetings, including materials (electronic)  Lead and facilitate up to two in-person and one virtual community workshop, including materials  Lead and facilitate up to one in-person focus group and up to two virtual focus group meetings, including materials  Project website content and management
 Lead and facilitate up to two in-person City Council study sessions  Draft and final Community Engagement Summary (electronic)  Attendance at one City Council meeting
City Responsibilities
 Promote, support, and attend community engagement events (e.g., notify communities of upcoming engagement opportunities, identify and coordinate venues for in-person engagement)  Develop, launch, and process surveys or activities
 Support translation and interpretation services through Wordly  Ensure outreach materials are WCAG compliant
TASK 3. Climate Action and Adaptation
Task 3.1. Data and Information Gathering
To create an effective and implementable CAP Update, it is crucial to understand and leverage the City’s existing policies and programs. As part of preliminary research, Ascent will review initiatives the City has taken to address climate change and reduce GHG emissions. Existing state, regional, and local climate plans and other relevant plans and guides will also be reviewed to gain insights into baseline conditions. Data and information gathering will support the development of climate action and adaptation strategies and will build upon the list of ongoing City initiatives in RFP Appendix D.

Task 3.2. Vulnerability Assessment
Ascent will assess Vista’s vulnerability to climate change in order to inform climate adaptation strategies. The vulnerability assessment (VA) will be informed by engagement as described in Task 2 and build on the overview of climate hazards and associated impacts identified in the 2021 CAP’s VA as well as other existing local and regional adaptation resources where appropriate, such as the City’s General Plan Update 2050 and Multi-Jurisdictional Hazard Mitigation Plan: Vista Annex.

Task 3.3. GHG Emissions Inventory
The 2024 (or 2025, pending data availability) communitywide GHG emissions inventory will align with the U.S. Community Protocol for Accounting and Reporting of Greenhouse Gas Emissions developed by ICLEI–Local Governments for Sustainability (ICLEI) and recommended for use by local agencies in California by both the California Air Resources Board (CARB) and the Governor’s Office of Land Use and Climate Innovation (LCI). Approach to key sectors is described below.

VMT data will be generated by CR Associates using the origin-destination methodology for travel demand modeling, which is the industry best practice that tracks all trips to/from the city and assigns 100 percent of internal-internal, 50 percent of internal-external and external-internal, and 0 percent of external-external trips to the city. The primary analysis will use the travel demand model scenarios performed for the City’s ongoing General Plan update. The modeling used SANDAG’s Activity Based Model from the 2021 Regional Plan (ABM2+), including custom model scenarios for the 2016 base year calibration and validation and the 2050 horizon year with the updated General Plan land use and circulation element assumptions. CR Associates will provide VMT data for the updated baseline inventory year (2024 or 2025).

Energy use data will be requested from Clean Energy Alliance and San Diego Gas & Electric early to facilitate timely receipt. Where permissions are necessary, City staff will provide Ascent staff with the approval to engage in data requests with external agencies. For internal data collection, Ascent will support City staff in conducting the necessary outreach. 06/23/2026
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Task 3.4. GHG Emissions Forecasts and Reduction Targets Ascent will prepare business-as-usual (BAU) forecasts of emissions by sector for 2030 and 2045 to align with state goals under SB 32 and AB 1279. Although the RFP notes the forecast years of 2035 and 2050, we recommend evaluating emissions in 2030 and 2045 to be aligned with the state’s 2022 Scoping Plan for Achieving Carbon Neutrality, and in 2050 to align with the Vista 2050 horizon year. Ascent will prepare a BAU forecast for community emissions. The BAU forecast will be conservative; it will not account for regulatory changes enacted in the future but will account for anticipated population and employment growth citywide to illustrate how emissions would grow if no action were taken. The transportation sector of the BAU forecast will be based on VMT data provided by CR Associates for 2030, 2045, and 2050.

Following the calculation of BAU forecasts, we will quantify the effects of adopted and other reasonably foreseeable legislative and regulatory changes at the federal and state levels on future emissions in Vista. These may include SB 1020 (carbon-free electricity), the Advanced Clean Cars Program, and California Code of Regulations Title 24, Part 6 (the California Building Energy Code). Given the uncertainty around California’s climate legislation and regulation amid ongoing actions from the federal government, we will ensure that the analysis is based on most current information and state guidance and will make a determination in consultation with City staff.

Under SB 32 and AB 1279, the state aims to reduce statewide emissions 40 percent below 1990 levels by 2030 and 85 percent below 1990 levels by 2045 and to achieve carbon neutrality no later than 2045. The state’s 2022 Scoping Plan for Achieving Carbon Neutrality lays out a path to achieving the targets for AB 1279, which includes achieving deeper GHG reductions by 2030 than contemplated by SB 32. Ascent will identify and recommend GHG emission reduction targets consistent with guidance issued by CARB for local plan-level analysis and considering best practices from recent CAPs in the region. Ascent works closely with CARB on environmental documentation for its regulations. In this capacity, we are intimately familiar with the data underlying CARB’s inventory and targets. Ascent will establish GHG targets for the City that align with Vista’s fair share of the state’s targets. We will present the information in a technical memorandum for the City’s review and prepare a final version that incorporates City comments.

Task 3.5. Climate Action and Adaptation Strategies
Ascent will leverage community input collected during Task 2 to identify new climate action and adaptation strategies that will take the form of policies and programs for inclusion in the CAP Update. We will collaborate with City staff to determine the implementation and effectiveness of existing strategies identified in Task 3.1. Any strategy that has not been fully implemented but is still considered feasible will be included in the CAP Update. Ascent will discuss modifications needed to existing strategies during this process. Strategies will be included in a matrix for the City’s review.

After confirmation of the strategies and actions for inclusion in the CAP Update, Ascent will begin analyzing and prioritizing the strategies using the GHG reduction potential, cost-benefit, implementation cost, timing for implementation, and other factors. We will develop the Climate Action and Adaptation Strategies Report, which will serve as the basis for the strategies chapter of the CAP Update.

Deliverables
 Draft and final Vulnerability Assessment Report (electronic)  Draft and final GHG Inventory Report (electronic)
 Draft and final GHG Forecasts and Target Report (electronic)  Draft and final Climate Action and Adaptation Strategies Matrix (electronic)  Draft and final Climate Action and Adaptation Strategies Report (electronic)  Travel demand modeled Origin-Destination VMT tables for the 2016 base year and 2050 horizon year (CR Associates)  Adjusted Origin-Destination VMT table for the 2024 GHG Inventory and 2030 and 2045 GHG forecasts (CR Associates)  VMT technical memorandum summarizing the results (CR Associates) TASK 4. Implementation and Monitoring
Task 4.1. City Implementation Cost Analysis
Ascent will prepare an analysis of estimated implementation staffing needs and costs of near-term actions (i.e., actions anticipated to start within five years of CAP Update adoption) identified under Task 3.5. The analysis will inform City staff and decision-makers of estimated City costs associated with staffing, other program operational costs, and rough order- of-magnitude capital costs, where applicable, for near-term actions.

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with expanded and new programs that would not have occurred without the CAP Update, and provide City departments with guidance for developing budget requests and identifying funding sources as part of the City’s budgeting process.

Ascent will prepare a Cost Analysis Report summarizing the results of the analysis. We will provide an accompanying Excel file that includes the analysis and a variety of charts and tables that can be used to support budget requests or other information needed to support implementation of the updated CAP.

Task 4.2. Communitywide Cost/Benefit Analysis
Ascent will prepare a communitywide (i.e., residents and businesses) analysis of the costs and benefits of near-term key performance indicators (KPIs) (i.e., KPIs anticipated within five years of CAP Update adoption such as number of electric vehicles by 2033) identified under Task 3.5. This analysis will focus on the primary costs (shown as cost per metric ton of carbon dioxide equivalent) to the community to adapt and reduce GHGs by outlining the costs for home hardening and to reduce natural gas use in new development, retrofit existing residential and nonresidential buildings’ energy and water use, increase EV charging infrastructure, and transition to renewable energy sources. Benefits may include associated qualitative co-benefits beyond GHG reduction, including environmental, social, economic, and public health benefits and published return on investment data. Ascent will develop the Communitywide Cost/Benefit Report and will provide the accompanying Excel file that supports the report.

Task 4.3. Implementation and Monitoring
Ascent will develop a detailed Implementation and Monitoring Plan for the strategies and actions identified as near-term in the implementation chapter of the CAP Update. The plan will detail the steps required to implement climate action and adaptation strategies and will serve as a guidance and reference document for City staff. The plan will expand upon the actions included under the strategy analysis of Task 3.5 and will include a matrix similar to the City’s current implementation matrix with results of the City Implementation Cost Analysis; potential funding sources, funding mechanisms, and other resources available to implement and monitor the action and build staff capacity; estimated timeline for full implementation of the action; identified City department(s) responsible for implementation and monitoring, staffing needs, and potential partners to increase capacity for ongoing implementation and monitoring; implementation mechanism(s) (e.g., ordinance, new program); and description of the metric(s) used to track progress for each implementation program and performance indicators for each action to allow monitoring and progress reporting.

Deliverables
 Draft and final City Implementation Cost Analysis Report (electronic)  Draft and final Communitywide Cost/Benefit Analysis Report (electronic)  Draft and final Implementation and Monitoring Plan (electronic) TASK 5. CAP Document Update
Task 5.1. CAP Outline
Prior to initiating the preparation of the draft documents, we will prepare one outline of the CAP Update for City review, identifying the organizational framework and locations where key topics will be addressed. Ascent will work with the City to understand expectations to tailor the outline and confirm tone and format, the balance between the information presented in the plan and appendices, and the overall design of the document.

Task 5.2. Administrative and Public Review Drafts
Ascent will prepare one administrative draft CAP document in Microsoft Word for the City’s review, addressing any feedback on the outline. The administrative draft of the CAP Update will be tailored to the City’s preferred format and will present information visually using maps, graphics, tables, and matrices. Explanatory text will be clear and concise.

Following receipt of City comments, Ascent will prepare a public review draft in Word and PDF.

Task 5.3. Public Review Feedback Summary
Following public review, the Ascent team will work with City staff to review and summarize comments received and identify any potential changes needed to the CAP Update. The City will direct Ascent to make appropriate revisions to the CAP Update in response to public comments.

Task 5.4. Final CAP
Based on comments on the public review draft CAP Update and upon final direction from City staff, Ascent will prepare the final CAP Update for the Planning Commission’s and City Council’s consideration for adoption and posting on the City’s website. The final CAP Update documents will be provided as PDFs. 06/23/2026
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Deliverables
 Draft CAP outline (electronic)
 One administrative draft of CAP Update (electronic)
 One public review draft of CAP Update (electronic)
 Public review feedback summary (electronic)
 Final CAP (electronic)
TASK 6. CEQA Addendum
Task 6.1. Draft Environmental Checklist
Ascent will prepare an Environmental Checklist with explanations documenting three environmental topic areas (i.e., air quality, greenhouse gas emissions, biological resources), any changes in circumstances or project-related changes, and whether such changes were adequately covered in the Vista 2050 Program Environmental Impact Report (PEIR). Our approach will use State CEQA Guidelines Section 15162 to determine whether the project would result in new or more severe significant impacts beyond what was identified in the General Plan PEIR. The checklist will include substantial evidence to support evaluating focused environmental issue areas, as noted above. Following receipt of one set of nonconflicting comments on the administrative draft Environmental Checklist from the City, Ascent will update and finalize the checklist.

Task 6.2. Addendum
If it is determined through the checklist review process that the CAP Update would not result in new or substantially more severe significant environmental impacts resulting from the project or circumstances, or from new information of substantial importance (as defined in State CEQA Guidelines Section 15162[a][3]), Ascent will prepare the addendum document that will be attached to the final Environmental Checklist. CEQA does not require public review of an addendum; therefore, preparation of public notices is not included in this scope of work. Alternatively, if the City opts for a Notice of Exemption (NOE) because adoption of a CAP consisting of GHG reduction policies, energy efficiency programs, and sustainability measures - without authorizing specific physical development - falls within the categorical exemptions provided under CEQA Guidelines Section 15308, Ascent will prepare a NOE to support the CAP.

Deliverables
 Draft and final Environmental Checklist (electronic)
 CEQA Addendum
City Responsibilities
 Submit Addendum to State Clearinghouse
TASK 7. Consistency with Web Content Accessibility Guidelines Task 7.1. Accessibility Support
As required by AB 434 (Statutes of 2017), all documents that will be posted on the City’s website, including the public review draft and final CAP Update documents, should comply with the Web Content Accessibility Guidelines 2.1 Level AA success criteria and Section 508 of the Rehabilitation Act to ensure accessibility to visually impaired readers. Ascent understands that the City’s Communication Department will lead this task. Ascent will provide support up to 16 hours.

Deliverables
 16 hours of support
City Responsibilities
 WCAG Compliance

3/ FEE PROPOSAL
The proposed price for the Vista Climate Action Plan Update is shown in our fee proposal, submitted separately via OpenGov per the RFP requirements.
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4/ WORK SCHEDULE
Ascent can begin work immediately. We will strive to exceed your expectations by serving as an extension of City staff.

Our management style is proactive, and we look for opportunities to streamline the process, where feasible. The Ascent team will manage the project so that the schedule established at the beginning is maintained to the degree it is under our control. We have included the work schedule in Exhibit B so as to avoid awkward page breaks and because the RFP specifies that the work schedule is excluded from the page limit. The chart in Exhibit B presents our proposed schedule for the Vista CAP Update with duration and estimated due date by task. The proposed schedule indicates completion of the CAP Update well before the end of the SANDAG grant period. Based on our prior experience, we are fully capable of meeting this schedule, and staff included on the team can be up to 100 percent available for the completion of tasks during overlapping tasks. The scope of work, list of deliverables, and timing and phasing of tasks shown in the work schedule constitute the implementation plan for this proposal. 5/ CONTRACT TERMS
Ascent has reviewed the City of Vista Standard Professional Services Agreement and agrees with the terms and conditions, including the insurance and indemnification provisions. We will sign the City’s agreement as presented. In addition, as the City’s third-party contractor, Ascent will adhere to the requirements in the SANDAG grant agreement. 6/ SAMPLE WORK PRODUCTS
Please reference Exhibit C for examples of similar projects that demonstrate the Ascent team’s ability to communicate findings clearly and professionally.

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Exhibit B
Work Schedule
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WORK SCHEDULE

Work Product/Milestone
Jun-26
Jul-26
Aug-26
Sept-26
Oct-26
Nov-26
Dec-26
Jan-27
Feb-27
Mar-27
Apr-27
May-27
Jun-27
Jul-27
Aug-27
Sept-27
Oct-27
Nov-27
Dec-27
Jan-28
Feb-28
Mar-28
Apr-28
May-28
Jun-28
Jul-28
Aug-28
Receive Notice to Proceed
Task 1.1 Kickoff Meeting and
Project Initiation

Task 1.2 Ongoing PM and
Admin

Task 1.3 Monthly Invoicing
Task 2.1 Community
Engagement Plan

Task 2.2 Internal Working
Group Meetings

Task 2.3 Community
Workshops and
Interpretation Services

Task 2.4 Focus Groups with
CBOs

Task 2.5 Online Engagement
and Project Website

Task 2.6 City Council
Sessions

Task 2.7 Community
Engagement Summary

Task 2.8 Planning
Commission and City
Council Support

Task 3.1 Data and
Information Gathering

Task 3.2 Vulnerability
Assessment

Task 3.3 GHG Inventories
Task 3.4 GHG Forecasts and
Reduction Targets

Task 3.5 Climate Action and
Adaptation Strategies and
Actions

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Task 4.1 Implementation
Cost Analysis

Task 4.2 Cost/Benefit
Analysis

Task 4.3 Implementation and
Monitoring

Task 5.1 CAP Outline
Task 5.2 Administrative
Drafts

Task 5.3 Public Review
Feedback Summary

Task 5.4 Final CAP
Task 6.1 Notice of Exemption
Task 7.1 Document
Accessibility

Task Duration
Vista Review Time
Deliverable

Work Product/Milestone
Jun-26
Jul-26
Aug-26
Sept-26
Oct-26
Nov-26
Dec-26
Jan-27
Feb-27
Mar-27
Apr-27
May-27
Jun-27
Jul-27
Aug-27
Sept-27
Oct-27
Nov-27
Dec-27
Jan-28
Feb-28
Mar-28
Apr-28
May-28
Jun-28
Jul-28
Aug-28

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Exhibit C
Sample Work
Product
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SAMPLE WORK PRODUCT
Listed below are examples of similar projects that demonstrate the Ascent team’s ability to communicate findings clearly and professionally. Links are included so that the City can peruse the projects and get insights into our experience and expertise. In addition, we have uploaded a selection of examples in our submittal via OpenGov (Vendor Questionnaire, subsection 3).

Climate Action and Adaptation Plans
 Irvine Climate Action and Adaptation Plan
 Oceanside Climate Action Plan Update
 Carlsbad Climate Action Plan Update
 County of San Diego Climate Action Plan
 Lake Elsinore Climate Action and Adaptation Plan
Implementation Plans
 City of San Diego Climate Action Implementation Plan
Implementation Cost Analyses
 Elk Grove Climate Compass Implementation Cost Analysis  Irvine Climate Action and Adaptation Plan Implementation Cost Analysis Climate Action Plan Progress Reports
 San Marcos Climate Action Plan Monitoring Report
 Ventura County CAP Status (GHG technical support provided by Ascent) Project Websites
 Gilroy Blue Skies Initiative
 SOAR (Sustainable Opportunities Advancing Resilience) Bakersfield  Napa County Regional Climate Action and Adaptation Plan  Monterey County Community Climate Action and Adaptation Plan  AMBAG StoryMap - Carbon Stock in the Monterey Bay Area

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Exhibit D
Resumes
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Poonam Boparai

PRINCIPAL-IN-CHARGE
Poonam Boparai is an Ascent principal and the firm’s Southern California regional director. She has over 19 years of experience in the public and private sectors conducting climate action planning and air quality and GHG analyses. She has a unique skill set that combines technical expertise with a keen understanding of planning and environmental policy. Poonam leads climate action planning processes that are informed by robust technical analysis and by inclusive, meaningful engagement of agency and community stakeholders to develop effective and locally appropriate and effective climate mitigation and adaptation policies and plans. She has successfully applied her expertise in assisting agencies such as the San Diego Association of Governments, City of Vista, City of San Diego, County of San Diego, County of Monterey, Bay Area Air District, Association of Monterey Bay Area Governments, City of Bakersfield, among others, with air quality and climate change policy development, analysis methodologies, GHG reduction strategies, and development of GHG thresholds of significance. Poonam has assisted all cities in North County in San Diego with development, implementation, and/or monitoring of their Climate Action Plans.

SELECTED PROJECT EXPERIENCE
Oceanside Climate Action Plan Update
City of Oceanside Principal- in-Charge
Ascent is working with the City of Oceanside to update its CAP concurrent with the City’s efforts to update its General Plan elements, in conjunction with the Smart and Sustainable Corridors Specific Plan. Ascent is updating the city’s GHG inventory and forecasts, developing new and updated GHG reduction measures, and compiling the results and policies in an updated CAP document. The CAP update builds upon the successes of programs from Oceanside’s first CAP and initiates the next step in climate planning toward long-term deep decarbonization. Poonam provided strategic direction, senior reviews, and advice to the City during the process.

San Marcos Climate Action Plan and Monitoring Support
City of San Marcos Principal- in-Charge
Ascent assisted the City of San Marcos in preparing its second biennial CAP Monitoring Report, which evaluates the implementation of the CAP’s strategies and measures. The report tracks key performance indicators, highlights progress, identifies challenges, and recommends updates to enhance the CAP’s effectiveness. Ascent’s role included report preparation, project coordination, and delivering a set of presentation slides summarizing the report for use by City staff. Poonam oversaw the project and provided technical and strategic support.

San Diego Climate Action Implementation Plan
City of San Diego Principal- in-Charge
In 2022, the City of San Diego adopted an updated CAP that sets a new goal of net-zero GHG emissions by 2035 and integrates and prioritizes the concepts of social equity. The 2022 CAP included detailed information on GHG reduction measures and 190 actions and supporting actions at a program level. There was a need to organize this information in an implementable manner, which was accomplished through the Climate Action Implementation Plan. This document charts how the City can accomplish the 190+ actions in the CAP and calculates the expected costs of climate action in San Diego. The plan organizes the City’s processes and government structure around those actions—centering equity, accountability, and transparency. It also sets forth the “measures of success” that will be used to evaluate progress toward the CAP’s quantified performance targets. Poonam led the project and provided strategic advice to the City.

OTHER RELEVANT PROJECT EXPERIENCE
• Vista Climate Action Plan, Principal-in-Charge
• Carlsbad Climate Action Plan Update, Principal-in-Charge • Encinitas Climate Action Plan, Principal-in-Charge
• Escondido Climate Action Plan, Principal-in-Charge
• Irvine Climate Action and Adaptation Plan, Principal-in-Charge • Lake Elsinore Climate Action and Adaptation Plan, Principal-in-Charge • Bakersfield Comprehensive Climate Action Plan, Principal-in-Charge • Monterey County Community Climate Action and Adaptation Plan, Principal-in-Charge • San Diego County Climate Action Plan, Principal-in-Charge YEARS OF EXPERIENCE 19

EDUCATION
MS, Environmental Engineering (focus:

Air Quality Engineering and Science),
University of Illinois Urbana-
Champaign
BE, Chemical Engineering, Birla
Institute of Technology and Science,
Pilani, India

CERTIFICATIONS
ClearPath 2.0 Trained Professional
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Claire Moss

PROJECT MANAGER
Claire Moss is an environmental and sustainability professional with a demonstrated history of leading climate action and adaptation planning. She has experience in long-range and sustainability planning and public works including land use, development feasibility, ordinance updates, long-range planning, communications, and program development and management.

Claire has also led the preparation and administration of several grant initiatives in the local government sector. She is fascinated by the intersection of people and the built environment and how that translates to climate adaptation. Claire approaches projects through a public health and equity lens, and she excels in community engagement.

SELECTED PROJECT EXPERIENCE
San Diego County Climate Action Plan Update
County of San Diego Assistan t Project Manager
Claire assisted in the development of actions to reduce greenhouse gas emissions from County operations and the residents of unincorporated San Diego County. She served as the senior lead working across internal and external stakeholder groups to develop GHG reduction measures. She worked across County departments to determine and compile the relative cost of implementing actions to reduce the effects of climate change in County operations and the unincorporated area, resulting in a comprehensive cost analysis. Claire developed and led outreach and engagement efforts to support climate and resiliency initiatives across departmental executive teams and external stakeholders.

Union City Climate Action Plan Update
City of Union City Project Manager
Ascent is assisting the City of Union City with developing its Climate Action Plan 2.0 (CAP 2.0), which will serve as an update to its previously adopted CAP. The CAP 2.0 focuses on reducing greenhouse gas emissions and integrating a vulnerability assessment and climate adaptation strategies into the CAP. It prioritizes the City’s diverse community and is shaped by community engagement and will result in equity-centered implementation plans. The CAP 2.0 will monitor the progress of measures and initiatives adopted in the previous CAP, as well as account for new regulatory requirements and emerging climate issues. Claire is the project manager for the CAP 2.0, overseeing all components of the project, facilitating community engagement, and directing technical analyses.

Elk Grove Climate Compass
City of Elk Grove Technical Lead
Ascent is assisting the City of Elk Grove with an update to its 2019 CAP, which will be known as Climate Compass. New recommended measures will prioritize GHG reduction in transportation, integrating electric vehicle infrastructure, energy efficiency improvements, renewable energy generation, and energy storage system implementation. The project features an inclusive and collaborative process that actively engages all Elk Grove residents, particularly those in hard-to-reach communities, by addressing common engagement barriers, tailoring communication tools, and working to rebuild trust to engage diverse perspectives. Claire serves as the technical lead, leading and developing the implementation cost analysis.

OTHER RELEVANT PROJECT EXPERIENCE
• Encinitas Resource Management Element, Assistant Project Manager • Irvine Climate Action Plan Update, Technical Lead
• Napa County Regional Climate Action and Adaptation Plan, Technical Lead • San Diego County Development Feasibility Analysis, Project Manager/Lead • San Diego County 2018 Climate Action Plan Implementation, Assistant Project Manager • San Diego County Organic Materials Waste Diversion Ordinance, Assistant Project Manager • San Diego County Sustainable Operations in Land Stewardship Program, Assistant Project Manager • Torrance General Plan Element Updates, Project Manager • Ventura County General Plan Energy Program Implementation, Technical Lead • Wakefield, MA, Hazard Mitigation Plan, Project Manager/Lead • Wakefield, MA, Municipal Vulnerability Preparedness Program, Project Manager/Lead YEARS OF EXPERIENCE 9

EDUCATION
MCP, City Planning, Boston University
BS, Public Health, University of
Massachusetts, Amherst

CERTIFICATIONS
ClearPath 2.0 Trained Professional
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Adam Qian

CLIMATE ADAPTATION PLANNER
Adam Qian is an environmental professional with more than 12 years of combined experience in various environmental sciences, climate adaptation and hazard mitigation planning, environmental planning management, GIS and spatial analysis, and related fields, including 5 years of project management experience. He has technical proficiency in data organization and analysis, GIS management, and spatial mapping and analysis.

SELECTED PROJECT EXPERIENCE
Oceanside Climate Action Plan
City of Oceanside Climate Adaptation Planner
Ascent is working with the City of Oceanside to update its Climate Action Plan concurrent with the City’s efforts to update its General Plan elements, in conjunction with the Smart and Sustainable Corridors Specific Plan. Ascent is updating the city’s GHG inventory and forecasts, developing new and updated GHG reduction measures, and compiling the results and policies in an updated CAP document. The CAP update builds upon the successes of programs from Oceanside’s first CAP and initiates the next step in climate planning toward long-term deep decarbonization. A core component of the CAP is to leverage existing programs and cross-departmental collaboration to create GHG reduction programs and policies that do not substantially increase administrative costs and work in synergy with infrastructure and public service priorities. Adam was the author of CAP chapters that cover the GHG emissions inventory, projections, and targets, as well as the CAP’s implementation and monitoring.

Encinitas Climate Action Plan Update
City of Encinitas Climate Adaptation Planner
Ascent has assisted the City of Encinitas with several rounds of its CAP update and is preparing the next update to align with the state’s most recent landmark climate legislation, AB 1279. As a subconsultant to EPIC, Ascent is supporting community engagement and development of the updated CAP document. The updates to the CAP document are strategic and targeted, such that work completed by the City in its previous CAP documents is carried forward. The approach to the update is targeted and efficient, such that new information, such as social equity considerations and new GHG reduction measures, can be incorporated without the need to rework the flow and structure of the document. Adam supported the 2025 CAP Update by serving as the lead author, using data prepared by EPIC.

Lake Elsinore Climate Action and Adaptation Plan
City of Lake Elsinore Climate Adaptation Planner
The City of Lake Elsinore is embarking on the creation of its Climate Action and Adaptation Plan, which aims to reduce greenhouse gas emissions from community activities and municipal operations and prepare the city for the impacts of climate change. Adam is serving as the climate adaptation planner, assessing the city’s existing adaptive capacity against climate hazards and designing climate adaptation goals and strategies to help Lake Elsinore improve its climate resilience.

OTHER RELEVANT PROJECT EXPERIENCE
• Bakersfield Comprehensive Climate Action Plan, Climate Action Analyst • Fire-Adapted Communities Roadmap and Dashboard, Climate Adaptation Planner • Gilroy Climate Action Plan, Climate Adaptation Planner • Irvine Climate Action and Adaptation Plan, Climate Adaptation Planner • Monterey County Climate Action and Adaptation Plan, Climate Adaptation Planner • Napa County Regional Climate Action and Adaptation Plan, Climate Adaptation Planner • Rancho Cordova General Plan Update, Climate Adaptation Planner • Sacramento County Climate Action Plan, Climate Adaptation Planner YEARS OF EXPERIENCE 12

EDUCATION
MS, Environmental Science and
Management, University of California,
Santa Barbara
BA, Management of Public
Administration, Renmin University of
China

CERTIFICATIONS
ClearPath 2.0 Trained Professional
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Andrew Beecher

SENIOR GREENHOUSE GAS SPECIALIST
Andrew Beecher has 8 years of experience as a project manager, technical lead, decarbonization strategist, and sustainability planner. He has diverse experience in emissions accounting and decarbonization strategy development for public and industrial sector clients. Most of his work has been done in the California regulatory and CEQA context, helping clients align with legal and statutory requirements.

Andrew’s climate planning experience includes working as a project manager and technical lead on GHG inventories and forecasts of various scales, and on GHG reduction plan development.

Tasks include guiding MPOs, counties, cities, and special districts through carbon accounting and climate planning to exceed state requirements and develop CEQA-compliant plans. Many clients Andrew has worked with chose to strive for carbon neutrality, providing the opportunity to develop aggressive strategies that elevate historically disadvantaged communities.

SELECTED PROJECT EXPERIENCE
Oceanside Climate Action Plan Update
City of Oceanside Project Manager
Ascent is working with the City of Oceanside to update its Climate Action Plan concurrent with the City’s efforts to update its General Plan elements, in conjunction with the Smart and Sustainable Corridors Specific Plan. Ascent is updating the city’s GHG inventory and forecasts, developing new and updated GHG reduction measures, and compiling the results and policies in an updated CAP document. The CAP update builds upon the successes of programs from Oceanside’s first CAP and initiates the next step in climate planning toward long-term deep decarbonization. A core component of the CAP is to leverage existing programs and cross-departmental collaboration to create GHG reduction programs and policies that do not substantially increase administrative costs and work in synergy with infrastructure and public service priorities. Andrew is serving as project manager and is a resident of Oceanside.

Carlsbad Climate Action Plan Update
City of Carlsbad Project Manager
Ascent assisted in the development of the Carlsbad CAP update, integrating the greenhouse gas emissions inventory and forecasts from the University of San Diego’s Energy Policy Initiatives Center and ensuring the plan qualified for CEQA streamlining benefits. The updated CAP contains greenhouse emission reduction strategies that align with State of California goals and the Paris Agreement. It also integrates elements of the City’s General Plan and Community Vision. Andrew served as project manager, coordinating between the City and Ascent internal teams to develop a CAP document that fit the City’s needs and style.

Encinitas Climate Action Plan Update
City of Encinitas Project Manager
Ascent has assisted the City of Encinitas with several rounds of its CAP update and is preparing the next update to align with the state’s most recent landmark climate legislation, AB 1279. As a subconsultant to EPIC, Ascent is supporting community engagement and development of the updated CAP document. The updates to the CAP document are strategic and targeted, such that work completed by the City in its previous CAP documents is carried forward. The approach to the update is targeted and efficient, such that new information, such as social equity considerations and new GHG reduction measures, can be incorporated without the need to rework the flow and structure of the document. Andrew served as project manager for Ascent and managed the development of the engagement strategy and CAP document update, as well as aiding at community engagement events.

OTHER RELEVANT PROJECT EXPERIENCE
• Irvine Climate Action Plan and Adaptation Plan, Author • Lake Elsinore Climate Action and Adaptation Plan, Technical Lead • La Mesa Climate Action Plan Update, Project Manager
• Monterey County Community Climate Action and Adaptation Plan, Technical Lead • Rincon Band of Luiseño Indians PCAP and CCAP, Project Manager • Sacramento County Climate Action Plan, Project Manager • Solana Beach Climate Action Plan Update, Project Manager • Tejon Tribe PCAP and CCAP, Project Manager
YEARS OF EXPERIENCE 8

EDUCATION
BA, Atmospheric Science, University of
California, Berkeley

CERTIFICATIONS
ClearPath 2.0 Trained Professional
CARB Mandatory GHG Reporting
Regulation Accredited Verifier (Oil and
Gas Specialization)
CARB Accredited Low Carbon Fuel
Standard Program Lead Verifier

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Natalie Kataoka

GREENHOUSE GAS ANALYST
Natalie Kataoka is a climate action analyst with experience preparing climate change studies. Her experience includes research and development of climate action and adaptation policies. She has primarily worked with academic institutions to improve the sustainability of campus operations and advise local cities in infrastructure development. Natalie has dedicated her career to studying the interface between climate science and policy, building resiliency in urban and non-urban areas, and ecological restoration. She has worked on a variety of climate action projects ranging from the assembly of data to writing report chapters. In addition, Natalie prepares greenhouse gas emissions inventories and forecasts for sectors including building energy, transportation, and solid waste.

SELECTED PROJECT EXPERIENCE
Oceanside Climate Action Plan Update
City of Oceanside Climate Change Analyst
Ascent is working with the City of Oceanside to update its Climate Action Plan concurrent with the City’s efforts to update its General Plan elements. Ascent is updating the GHG inventory and forecasts, developing new and updated GHG reduction measures, and compiling the results and policies in an updated CAP document. The CAP update builds upon the successes of programs from Oceanside’s first CAP and initiates the next step in climate planning toward long-term deep decarbonization. A core component of the CAP is to leverage existing programs and cross-departmental collaboration to create GHG reduction programs and policies that do not substantially increase administrative costs and work in synergy with infrastructure and public service priorities. Natalie developed the consistency checklist.

San Marcos Climate Action Plan Monitoring Report
City of San Marcos Climate Change Analyst
Ascent assisted the City of San Marcos in preparing its second biennial Climate Action Plan Monitoring Report, which evaluates the implementation of the CAP’s strategies and measures. The report tracks key performance indicators, highlight progress, identify challenges, and recommend updates to enhance the CAP’s effectiveness. It also integrates complementary efforts, such as the City’s Active Transportation Plan, and include a “Looking Ahead” section outlining future plans. Ascent’s role included report preparation, project coordination, and delivering a set of presentation slides summarizing the report for use by City staff. These efforts will ensure the City meets its goal of presenting the CAP Monitoring Report to the Planning Commission and City Council by the end of 2024. Natalie updated the status of CAP measures in the report using data provided by the City and prepared the presentation on the City’s progress.

Carlsbad Climate Action Plan Update
City of Carlsbad Climate Change Analyst
In 2015, the City of Carlsbad published its first Climate Action Plan and issued an amendment in 2020. To continue its commitment to facing climate change and provide a safe environment for its community, the City pursued a CAP update. Ascent assisted in the development of the CAP update, integrating the greenhouse gas emissions inventory and forecasts from the Energy Policy Initiatives Center and ensuring the plan qualified for CEQA streamlining benefits. The updated CAP contains GHG emission reduction strategies that align with state goals and the Paris Agreement and integrates elements of the City’s General Plan and Community Vision. Natalie authored various chapters of the updated CAP, taking into account Carlsbad’s geographic context in the analysis of climate change impacts and GHG emissions.

OTHER RELEVANT PROJECT EXPERIENCE
• AMBAG Natural and Working Lands Climate Mitigation and Resiliency Study, Climate Action Analyst • Bakersfield Comprehensive Climate Action Plan, Climate Change Analyst • Elk Grove Climate Compass, Climate Change Analyst
• Lake Elsinore Climate Action and Adaptation Plan, Climate Change Analyst • Napa County Regional Climate Action and Adaptation Plan, Environmental Planner • Newark Climate Action Plan Update, Climate Change Analyst • Rincon Band of Luiseño Indians PCAP and CCAP, Climate Change Analyst • Union City Climate Action Plan Update, Climate Change Analyst YEARS OF EXPERIENCE 3

EDUCATION
MS, Environmental Policy and
Management, University of California,
Davis
BS, Environmental Science (minor in
Public Policy, Planning and
Management; minor in Biology),
University of Oregon

CERTIFICATIONS
ClearPath 2.0 Trained Professional
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Luis Montes

OUTREACH SPECIALIST
Luis Montes is a dedicated and enthusiastic professional specializing in public engagement. With his master’s degree from the University of San Francisco and background in local government, he brings a strong academic foundation in environmental studies and a deep passion for community outreach and education. Luis is skilled in public speaking and delivering oral presentations and effective at drafting blog posts, talking points, presentations, letters of recommendation, briefings, and white papers. Driven by a commitment to environmental stewardship and public safety, he is eager to apply his knowledge and skills to develop effective climate action and adaptation plans that prioritize public engagement.

SELECTED PROJECT EXPERIENCE
Encinitas Climate Action Plan Update
City of Encinitas Outreach Specialist
Luis contributed to the development of a series of community workshops for the project. He developed materials essential for executing in- person public workshops aimed at supporting measure development. Luis created presentations, discussion questions, and other materials for the event and collaborated closely with the client. Internally, he worked with the project management team to gain a comprehensive understanding of the Encinitas community, technical details of the GHG inventory, and existing local climate measures. Luis also helped simplify and share complex information in a way that is more easily understood by community members who may not have a sustainability background, being cautious of advanced vocabulary, ensuring inclusivity, using visuals, and engaging through storytelling.

Lake Elsinore Climate Action Plan
City of Lake Elsinore Outreach Specialist
Luis leads all outreach efforts for the City of Lake Elsinore's Climate Action and Adaptation Plan. He developed an outreach plan that aligns project milestones with opportunities to engage the community, gather feedback, and build public support. Luis focuses on reaching a diverse range of residents, including working-class individuals, families from varied socioeconomic and cultural backgrounds, and multigenerational households. He worked with City staff to address engagement barriers, offering creative solutions to ensure efficient and impactful outreach. He advises on website design, collateral materials, integration with General Plan outreach, and survey development.

Monterey County Community Climate Action and Adaptation Plan County of Monterey Outreach Specialist/Climate Action Planner Luis served as one of the lead authors for the Monterey County CCAAP, playing a crucial role in developing content that explains the County's approach to reducing GHG emissions. He translated complex technical information into accessible content, developed compelling infographics, and documented the CCAAP development process. Luis prioritized accessibility and meaningful participation and engagement. He created outreach materials for partner organizations, developed a strategic social media plan, and coordinated with Spanish interpreters to ensure language access was integrated into the engagement process. As one of the lead authors of the plan, Luis translated technical topics such as carbon sequestration and GHG mitigation into clear language and supported them with customized infographics.

OTHER RELEVANT PROJECT EXPERIENCE
• AMBAG Natural and Working Lands Climate Mitigation and Resiliency Study, Climate Action Planner • Bakersfield Comprehensive Climate Action Plan, Outreach Specialist • California State Parks General Plan Updates, Outreach Specialist • Elk Grove Climate Compass, Assistant Project Manager/Outreach Specialist • Fire-Adapted Communities Roadmap and Dashboard, Outreach Specialist • Napa County Regional Climate Action and Adaptation Plan, Outreach Specialist • Newark Climate Action Plan Update, Community Outreach Specialist • Rincon Band of Luiseño Indians PCAP and CCAP, Outreach Specialist • San Diego Inclusive Public Engagement Guide, Outreach Specialist YEARS OF EXPERIENCE 9

EDUCATION
MS, Environmental Management,
University of San Francisco
BS, Environmental Policy Analysis and
Planning (minor in Spanish), University
of California, Davis

CERTIFICATIONS
ClearPath 2.0 Trained Professional
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Mike Calandra
Travel Demand Modeling Lead

EXPERIENCE
35 years

EDUCATION
BA, Geography

AFFILIATIONS
City of La Mesa, CA
Mobility Commission Chair
(2016–present)

San Diego ITE Mobility
Task Force

San Diego ITE
Modeling Subcommittee

PUBLICATIONS
Vehicle Miles
Traveled Calculations
Using the SANDAG
Travel Demand Model
Mike Calandra has more than 35 years of Travel Demand Modeling experience in the public and private sectors. Serving primarily in a project management role, he focused on subarea model application and product development. Mike is well versed in transportation infrastructure and planning projects and studies and serves as the current chair of the City of La Mesa’s Mobility Commission. Prior to joining CR Associates, Mike was the senior transportation modeler for SANDAG for over 20 years.

RELEVANT PROJECT EXPERIENCE

City of Vista General Plan Update, Vista, CA: Modeling Lead – Mike led the effort of updating the transportation network and translating land use inputs into socioeconomic inputs for Activity Based Model scenarios that were developed for the EIR required for the City’s General Plan Update. In support of the Traffic Impact Study, Mike also led the effort of acquiring model outputs to ensure the practicality of the data in response to the model inputs.

City of Wildomar General Plan Update, Riverside County, CA: Modeling Lead – Mike was the lead modeler and data analyst for the City of Wildomar’s General Plan update project. He acquired the RIVCOM model dataset from the Western Riverside Council of Governments and customized it for use for Wildomar. Mike led the effort for citywide base year model calibration and validation as well as for adopted and proposed future year scenarios. He updated the network and socioeconomic inputs, ran the model scenarios, and extracted average daily traffic, VMT, and mode choice data for analysis and visualizations. Mike also led the effort of disaggregating modeled VMT into the format required for climate action plans. Origin and destination VMT was derived from RIVCOM using the methodology defined in the White Paper under Publications.

LA Metro and SCAG Model Networks, Los Angeles County, CA: Travel Demand Modeling – Mike conducted the effort of documenting and reconciling Measure M Highway and Transit network differences between SCAG’s 2045 Planned TransCAD networks and Metro’s 2045 Build networks.

SANDAG 2025 Regional Plan Data and Assumption Needs, San Diego County, CA: Travel Demand Modeling – In support of the 2025 Regional Transportation Plan, SANDAG updated its Activity Based Travel Demand Model to version 3.

Evolving technologies in the transportation sector provide multiple travel choices for the general public yet at the same time present challenges to travel demand modelers to keep up with the technologies. Mike led the effort of evaluating SANDAG’s considerations and making recommendations on if-and-how to accommodate new transportation sector technologies into ABM3.

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CRA P#0000.000

Mike Calandra
(resume continued)
SANDAG Climate Resilience, San Diego County, CA: Lead Author – Working via a task order for the San Diego Energy Policy Initiative Center (EPIC), Mike developed an outline, white paper, and case studies in support of VMT and mode share monitoring options that will inform climate and GHG monitoring through SANDAG’s Climate Action Data Portal and its Climate Resilience Project. The white paper, called the ReCAP White Paper, focuses on existing and alternative data sources to track VMT and mode shift that may be used for transportation- related climate action monitoring at both the regional and local levels.

City of San Diego Blueprint, San Diego, CA: Travel Demand Modeling – Mike peer reviewed SANDAG’s Activity Based Model scenario output from a third-party and discovered flawed output that required a bug fix in the land use converter process and a model scenario rerun. The subsequent peer review deemed the model scenario rerun valid for planning purposes for the City of San Diego Sand Canyon Resort (2024–2025), Santa Clarita, CA: Travel Demand Modeling – Mike leveraged SCAG’s 2024 Activity Based Model for build vs. no build alternatives analysis to support the project’s traffic impact study.

He updated the employment socioeconomic input data to reflect the proposed expansion of the resort and produced model output for CR Associates’ analysis and inclusion in the final report.

La Mesa Boulevard Complete Streets Plan – Segment 1 Grant Application, La Mesa, CA: Grant Writer – CR Associates is leading the development of the La Mesa Boulevard Complete Streets Plan, which aims to improve La Mesa’s public infrastructure and ensure safe, comfortable, and accessible mobility options for everyone. This plan guides future investments in mobility improvements and street design through goals , policies, infrastructure, and programmatic recommendations. In collaboration with MTS, SANDAG, and Caltrans, the project will redesign an auto-centric corridor into a balanced street that supports a vibrant mix of uses, increases neighborhood development opportunities, expands transportation choices, and improves connections to neighborhood destinations. Recommendations include First–Last Mile connections, mobility hub locations, and smart technologies. Mike led the effort of writing the ATP Cycle 7 grant; the project was awarded grant funding through SANDAG’s regional Active Transportation Program.

Safe Routes to Schools (SRTS), Southern California: Big Data Analyst – Working on behalf of multiple public agencies throughout Southern California, Mike is the lead Big Data analyst. He has developed methodologies to efficiently process origin–destination data from the Replica platform. Methodologies include creating Traffic Analysis Zone (TAZ) systems in relation to school attendance boundaries, interfacing with the platform for data extraction, and post-processing to produce effective visualizations of multimodal demand between the schools and the attending students.

City of Anaheim Transit Master Plan, Anaheim, CA: Modeling Lead – Working with City of Anaheim staff, Mike acquired and deployed the Anaheim Traffic Analysis Model (ATAM). He ran the base year and future year model scenarios to produce transit route ridership (boardings and alightings) at the stop level. The ridership data was used to analyze existing and future station accessibilities to ensure adequate functionality and transit levels of service.

City of Oceanside General Plan Update, Oceanside, CA: Modeling Lead – Mike led the effort of updating the transportation network and translating land use inputs into socioeconomic inputs for Activity Based Model scenarios that were developed for the EIR required for the City’s General Plan Update. In support of the Traffic Impact Study, Mike also led the effort of acquiring model outputs to ensure the practicality of the data in response to the model inputs.

SANDAG Downtown La Mesa Trolley Prioritization, La Mesa, CA: Data Analyst – Mike provided guidance to the project team by establishing a data-needs framework associated with existing data sets as well as potential data acquisition. With his intimate familiarity of the La Mesa Village, he also provided detailed insights into the project specifications related to project limits, project challenges, and existing infrastructure updates.

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Ascent
2550 Fifth Avenue, Suite 640
San Diego, CA 92103
ascent.inc
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FEE PROPOSAL FOR
Climate Action Plan Update
PREPARED FOR:

City of Vista
200 Civic Center Drive
Vista, CA 92084
ATTENTION:

Cassidy McCarthy
Climate Action Program Administrator
APRIL 30, 2026
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ASCENT – FEE PROPOSAL
CITY OF VISTA // CLIMATE ACTION PLAN UPDATE PAGE 1

FEE PROPOSAL
Ascent’s proposed price for the Vista Climate Action Plan Update is shown on the spreadsheet that follows the assumptions and our 2026 rate schedule. We have prepared a budget we believe provides adequate resources based on our past experience. We welcome the opportunity to discuss this budget with the City to ensure our proposal aligns with the City’s expectations.

To promote clarity, the following assumptions explain the basis of the proposed price. The price is estimated based on a good-faith, current understanding of the project’s needs.

1. Proposed Price Validity. The price proposed to carry out the scope of work is valid for 90 days from the date of submittal, after which it may be subject to revision.

2. Time and Materials. Work is authorized on a time-and-materials basis and will be billed monthly.

3. Schedule. The price is based on the proposed schedule. If the schedule is protracted significantly (more than 60 days) for reasons beyond Ascent’s control, a budget amendment may apply to the remaining work. Ascent will consult with the City about a course of action.

4. Completion of Work. The scope of work is complete upon the acceptance by City staff of the final deliverable.

5. Price and Staff Allocation to Tasks. The proposed price has been allocated to tasks. Work has been assigned to the identified staff or labor category. Ascent may reallocate budget or staff among tasks, as needed, as long as the total contract price is not exceeded.

6. Meetings and Conference Calls. The number and duration of proposed meetings and conference calls are specified. If they are exceeded, a budget augmentation would be warranted.

7. Billing Rates. Costs were determined based on the proposed scope of work and Ascent’s 2026 billing rates.

Any budget augmentations or contract amendments in subsequent years will be calculated using updated billing rates, unless precluded by contract terms.

8. Scope of Analysis. The price is based on the proposed scope of analysis. If new technical issues, modeling, or analysis is identified after contract execution, a budget amendment would be warranted.

9. Preliminary Draft Review Cycles and Reviewers. Preliminary draft review cycles are specified in the scope of work. Preliminary drafts will be reviewed by City staff and not by other agencies or entities.

10. Consolidated Comments. The City will provide Ascent with one consolidated set of reconciled, nonconflicting comments on preliminary drafts.

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ASCENT – FEE PROPOSAL
CITY OF VISTA // CLIMATE ACTION PLAN UPDATE PAGE 2
ASCENT 2026 RATE SCHEDULE
After December 31, 2026, budget augmentations and contract amendments will be calculated using updated billing rates, unless precluded by contract terms.

Professional Staff Billing Rate
Planner/Biologist/Designer/Analyst I $125 to $165
Planner/Biologist/Designer/Analyst II $150 to $180
Planner/Biologist/Designer/Analyst IIII $160 to $215
Senior Planner/Biologist/Designer/Analyst I $180 to $230 Senior Planner/Biologist/Designer/Analyst II $205 to $265 Senior Planner/Biologist/Designer/Analyst III $245 to $305 Cultural Resources Specialist $155 to $200
Senior Cultural Resources Specialist $190 to $250
Field Biologist/Monitor $125 to $165
Intern $100 to $115
Director $240 to $330
Principal $285 to $360
Senior Principal $350 to $435
GIS + Graphics Billing Rate
GIS/Graphics Specialist I $130 to $150
GIS/Graphics Specialist II $135 to $165
Senior GIS/Graphics Specialist $150 to $205
Project + Administrative Support Billing Rate
Document Production/Publication Specialist $130 to $165 Senior Editor/Project Coordinator $145 to $175
Contracts Coordinator $145 to $170
Contracts Manager $155 to $175
Finance/Accounting Specialist $110 to $165
Senior Finance/Accounting Specialist $150 to $195
Administrative Assistant $100 to $125
Direct Costs Rates
Reproduction: 8½” by 11” $0.07/page (black and white); $0.26/page (color) Reproduction: 11” by 17” $0.14/page B&W; $0.52/page color Reproduction: Plotter $5/square foot
Reproduction: Flash drive $10/flash drive
Automobile Mileage (IRS rate in effect) 72.5 cents per mile Noise Meter $100/half day, $150/day, $500/week
GPS Unit $150/full day, $500/week
Bat Detector (Echo Meter Touch for iOS) $50/full day, $200/week Bat Detector (Song Meter SM4Bat FS) $125/full day, $500/week Spotting Scope $50/day, $200/week
Lodging and/or Per Diem As negotiated
Other Direct Costs As incurred
Subcontractors As incurred

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Boparai Moss Qian Beecher Kataoka Fenton Montes Luna Watson Long Smith Alling Principal Project
Manager
Adaptation
Planner
Senior GHG
Specialist
GHG
Analyst
Cost
Analyst
Outreach
Specialist GIS Website
Administrator
CEQA Project
Manager
Publishing/
Document
Accessibility
Graphics
hourly rate: $340 $200 $195 $190 $145 $155 $170 $140 $185 $215 $130 $135 Task 1: Project Management Price Hours

1.1 Kickoff Meeting and Project Initiation 2,680$ 12 2 10

1.2 Ongoing Project Management and Administration 13,280$ 58 12 46

1.3 Monthly Invoicing 3,080$ 14 2 12
Subtotal, Task 1 19,040$ 84 16 68 0 0 0 0 0 0 0 0 0 0 Task 2: Community Engagement Price Hours

2.1 Community Engagement Plan 5,210$ 31 1 4 16 10

2.2 Internal Working Group Meetings 7,060$ 40 1 8 6 25

2.3 Community Workshops and Interpretation Services 15,600$ 91 1 14 10 60 6

2.4 Focus Groups with Community-Based Organizations 7,425$ 43 8 5 30

2.5 Online Engagement and Project Website 16,700$ 95 5 30 50 10

2.6 City Council Study Sessions 7,960$ 40 4 16 20

2.7 Community Engagement Summary 3,120$ 18 2 16

2.8 City Council Support 3,300$ 13 5 8
Subtotal, Task 6 66,375$ 371 12 65 0 0 21 0 197 0 50 0 0 26 Task 3: Climate Action and Adaptation Price Hours

3.1 Data and Information Gathering 4,080$ 24 12 12

3.2 Vulnerability Assessment 11,565$ 62 1 4 45 8 2 2

3.3 GHG Emissions Inventory 27,415$ 175 2 6 30 135 2

3.4 GHG Emissions Forecasts and Reduction Targets 9,535$ 58 1 6 14 35 2

3.5 Climate Action and Adaptation Strategies 36,020$ 216 4 12 50 20 120 8 2 Subtotal, Task 2 88,615$ 535 8 28 107 64 302 0 0 8 0 0 14 4 Task 4: Implementation and Monitoring Price Hours

4.1 City Implementation Cost Analysis 20,960$ 128 2 20 100 6

4.2 Communitywide Cost/Benefit Analysis 14,310$ 88 2 10 70 6

4.3 Implementation and Monitoring 13,760$ 83 2 15 60 6 Subtotal, Task 3 49,030$ 299 6 45 0 0 0 230 0 0 0 0 18 0 Task 5: CAP Document Update Price Hours

5.1 CAP Outline 1,850$ 13 1 6 6

5.2 Administrative and Public Review Drafts 47,840$ 282 4 20 80 10 100 40 20 8

5.3 Public Review Feedback Summary 4,900$ 27 1 2 10 4 10

7.5 Final CAP 6,480$ 38 2 4 10 12 8 2
Subtotal, Task 5 61,070$ 360 7 27 100 14 128 0 40 0 0 0 34 10 Task 6: CEQA Addendum Price Hours

6.1 Draft Environmental Checklist 2,690$ 12 1 1 10

6.2 Addendum 10,325$ 47 2 2 43
Subtotal, Task 6 13,015$ 59 3 3 0 0 0 0 0 0 0 53 0 0 Task 7: Consistency with Web Content Accessibility
Guidelines Price Hours

7.1 Accessibility Support 2,080$ 16 16
Subtotal, Optional Task 7 2,080$ 16 0 0 0 0 0 0 0 0 0 0 16 0 LABOR SUBTOTAL 299,225$ 1,724 52 236 207 78 451 230 237 8 50 53 82 40 17,680$ 47,200$ 40,365$ 14,820$ 65,395$ 35,650$ 40,290$ 1,120$ 9,250$ 11,395$ 10,660$ 5,400$

REIMBURSABLE EXPENSES
Printing 500$
Konveio Subscription (1 year) 3,500$
Mileage/Parking/Travel 500$
Translation and Interpretation 4,975$
Other (please specify) -$
Subconsultants 26,300$

TOTAL PRICE
35,775$
335,000$
Project No: 20240194.00

PRICE PROPOSAL
City of Vista - Climate Action Plan Update
April 30, 2026
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Ascent
2550 Fifth Avenue, Suite 640
San Diego, CA 92103
ascent.inc
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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.

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 06/23/2026
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00051960 4 Exhibit C, Page 2 of 3
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.

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 06/23/2026
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00051960 4 Exhibit C, Page 3 of 3
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.

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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

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00051960 4 Exhibit E

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.

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