Agenda packet, closed session — Wildomar City Council, February 10, 2026 (part 2 of 5)

City of Wildomar
RFP for Case Software Licensing and Services Page 4

Agreement shall become the sole property of City and may be used, reused or otherwise disposed of by City without the permission of the Service Provider. Upon completion, expiration or termination of this Agreement, Service Provider shall turn over to Cit y all such original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents.

If and to the extent that City utilizes for any purpose not related to this Agreement any maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents prepared, developed or discovered by Service Provider in the course of providing the Services pursuant to this Agreement, Service Provider’s guarantees and warranties in Section 9 “Standard of Performance” of this Agreement shall not extend to such use of the maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents.

SERVICE PROVIDER'S BOOKS AND RECORDS.

Service Provider shall maintain any and all documents and records demonstrating or relating to Service Provider’s performance of the Services. Service Provider shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to work, services, expenditures and disbursements charged to City pursuant to this Agreement. 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 Service Provider pursuant to this Agreement. Any and all such documents or records shall be maintained for three (3) years from the da te of execution of this Agreement and to the extent required by laws relating to audits of public agencies and their expenditures.

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 Service Provider’s address indicated for receipt of notices in this Agreement.

Where City has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or 255

City of Wildomar
RFP for Case Software Licensing and Services Page 5

termination of Service Provider’s business, City may, by written request, require that custody of such documents or records be given to the City. Access to such documents and records shall be granted to City, as well as to its successors -in-interest and authorized representatives.

INDEPENDENT CONTRACTOR.

Service Provider is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of City. Nothing in this Agreement may be construed to be inconsistent with this relationship or status. Service Provider shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. Service Provider shall have no authority to bind City in any manner, nor to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City.

Service Provider shall perform all Services as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Service provider shall be solely respons ible for the means, methods, techniques, sequences and procedures in performance of Services. The personnel performing the Services under this Agreement on behalf of Service Provider shall at all times be under Service Provider’s exclusive direction and control. Any terms within this Agreement regarding City directives apply to an concern the result of Service Provider’s provision of service and not the means, methods, or scheduling of the Service Provider’s work. Neither City, nor any elected or appoint ed boards, officers, officials, employees or agents of City, shall have control over the conduct of Service Provider or any of Service Provider’s officers, employees, or agents except as set forth in this Agreement. Service Provider shall not at any time or in any manner represent that Service Provider or any of Service Provider’s officers, employees, or agents are in any manner officials, officers, employees or agents of City.

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

STANDARD OF PERFORMANCE.

Service Provider represents and warrants that it has the qualifications, experience and facilities necessary to properly perform the Services required under this Agreement in a thorough, competent and professional manner. Service Provider shall at all tim es faithfully, competently and to the best of its ability, experience and talent, perform all Services. In meeting its obligations under this Agreement, Service Provider shall employ, at a minimum, generally accepted standards and practices utilized by pe rsons engaged in providing services similar to the Services required of Service Provider under this Agreement. In addition to the general standards of performance set forth this section, additional specific standards of performance and performance criteria may be set forth in 256

City of Wildomar
RFP for Case Software Licensing and Services Page 6

Exhibit “A” “Scope of Work” that shall also be applicable to Service Provider’s work under this Agreement. Where there is a conflict between a general and a specific standard of performance or performance criteria, the specific standard or criteria shall prevail over the general.

COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES.

Service Provider shall provide a hazard assessment upon request to the 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 Service Provider to comply with this section.

PREVAILING WAGE LAWS
It is the understanding of City and Service Provider that California prevailing wage laws do not apply to this Agreement because the Agreement does not involve any of the following services subject to prevailing wage rates pursuant to the California Labor Code or regulations promulgated thereunder: Construction, alteration, demolition, installation, or repair work performed on public buildings, facilities, streets or sewers done under contract and paid for in whole or in part out of public funds. In this context, “construction" includes work performed during the design and preconstruction phases of construction including, but not limited to, inspection and land surveying work.

NONDISCRIMINATION.

Service Provider shall not discriminate, in any way, against any person on the basis of race, color, religious creed, national origin, ancestry, sex, age, physical handicap, medical condition or marital status in connection with or related to the performance of this Agreement.

UNAUTHORIZED ALIENS.

Service Provider hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein.

Should Service Provider so employ such unauthorized aliens for the performance of the Services, and should the any liability or sanctions be imposed again st City for such use of unauthorized aliens, Service Provider hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City.

CONFLICTS OF INTEREST.
257

City of Wildomar
RFP for Case Software Licensing and Services Page 7

Service Provider covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Service Provider’s performance of the Services. Service Provider further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the City Manager. Service Provider agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement.

City understands and acknowledges that Service Provider is, as of the date of execution of this Agreement, independently involved in the performance of non -related services for other governmental agencies and private parties. Service Provider is unaware of any stated position of City relative to such projects. Any future position of City on such projects shall not be considered a conflict of interest for purposes of this section.

City understands and acknowledges that Service Provider will perform non-related services for other governmental agencies and private Parties following the completion of the Services under this Agreement. Any such future service shall not be considered a conflict of interest for purposes of this section.

CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION.

All information gained or work product produced by Service Provider in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Service Provider. Service Provider shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the City Manager, except as may be required by law.

Service Provider, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the City Manager or unless requested by the City Attorney of City, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Service Provider gives City notice of such court order or subpoena.

If Service Provider, or any officer, employee, agent or subcontractor of Service Provider, provides any information or work product in violation of this Agreement, then City shall have the right to reim bursement and indemnity from Service Provider for any damages, costs and fees, including attorney's fees, caused by or incurred as a result of Service Provider’s conduct.

City of Wildomar
RFP for Case Software Licensing and Services Page 8

admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. City retains the right, but has no obligation, to represent Service Provider or be present at any deposition, hearin g or similar proceeding. Service Provider agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Service Provider. However, this right to review any such response does not imp ly or mean the right by City to control, direct, or rewrite said response. Service Provider shall not be held criminally or civilly liable under any Federal or State trade secret law for the disclosure of a trade secret that is made in confidence to a Fede ral, State, or local government official or to an attorney solely for the purpose of reporting or investigating a suspected violation of law or for the disclosure of a trade secret that is made in a complaint or other document filed in a lawsuit or other proceeding, if such filing is made under seal.

INDEMNIFICATION.
(a) Indemnification for Professional Liability. Where the law establishes a professional standard of care for Service Provider’s services, to the fullest extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and ag ents (“Indemnified Parties”) from and against any and all liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expense s or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees) arise out of, are a consequence of, or are in any way attributable to, in whole or in part, a ny negligent or wrongful act, error or omission of Service Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub-contractors of Service Provider, in the performance of professional services under this Agreement.
(b) Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless City, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Ser vice Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub-contractors of Service Provider. (c) Indemnification from Sub -Service Providers. Service Provider agrees to obtain executed indemnity agreements with provisions identical to those set forth in this section from each and every sub-Service Provider or any other person or entity involved by, for, with or on behalf of Service Provider in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Service Provider fails to obtain such indemnity obligations from others as required herein, Service Provider agrees 259

City of Wildomar
RFP for Case Software Licensing and Services Page 9

to be fully responsible according to the terms of this section. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth herein is binding on the successors, assigns or heirs of Service Provider and shall survive the termination of this Agreement or this section. (d) City’s Negligence . The provisions of this section do not apply to claims occurring as a result of City’s sole negligence. The provisions of this section shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officials, employees and agents.

INSURANCE.

Service Provider agrees to obtain and maintain in full force and effect during the term of this Agreement the insurance policies set forth in Exhibit “C” “Insurance” and made a part of this Agreement. All insurance policies shall be subject to approval by City as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager. Service Provider agrees to provide City with copies of required policies upon request.

ASSIGNMENT.

The expertise and experience of Service Provider are material considerations for this Agreement. City has an interest in the qualifications and capability of the persons and entities who will fulfill the duties and obligations imposed upon Service Provider under this Agreement. In recognition of that interest, Service Provider shall not assign or transfer this Agreement or any portion of this Agreement or the performance of any of Service Provider’s duties or obligations under this Agreement without the p rior written consent of the City. Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling City to any and all remedies at law or in equity, including termination of this Agreement pu rsuant to Section 20 “Termination of Agreement.” City acknowledges, however, that Service Provider, in the performance of its duties pursuant to this Agreement, may utilize sub-contractors.

CONTINUITY OF PERSONNEL.

Service Provider shall make every reasonable effort to maintain the stability and continuity of Service Provider’s staff and sub-contractors, if any, assigned to perform the Services. Service Provider shall notify City of any changes in Service Provider’s staff and sub-contractors, if any, assigned to perform the Services prior to and during any such performance.

TERMINATION OF AGREEMENT.

City may terminate this Agreement, with or without cause, at any time by giving thirty (30) days written notice of termination to Service Provider. In the event such notice is given, Service Provider shall cease immediately all work in progress. 260

City of Wildomar
RFP for Case Software Licensing and Services Page 10

Service Provider may terminate this Agreement for cause at any time upon thirty (30) days written notice of termination to City.

If either Service Provider or City fail to perform any material obligation under this Agreement, then, in addition to any other remedies, either Service Provider, or City may terminate this Agreement immediately upon written notice.

Upon termination of this Agreement by either Service Provider or City, all property belonging exclusively to City which is in Service Provider’s possession shall be returned to City. Service Provider shall furnish to City a final invoice for work performe d and expenses incurred by Service Provider, prepared as set forth in Section 4 “Compensation and Method of Payment” of this Agreement. This final invoice shall be reviewed and paid in the same manner as set forth in Section 4 “Compensation and Method of Payment” of this Agreement.

DEFAULT.

In the event that Service Provider is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Service Provider for any work performed after the date of default. Instead, the City may give notic e to Service Provider of the default and the reasons for the default. The notice shall include the timeframe in which Service Provider may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Service Provider is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elec t to pay some or all of the outstanding invoices during the period of default. If Service Provider does not cure the default, the City may take necessary steps to terminate this Agreement under Section 20 “Termination of Agreement.” Any failure on the pa rt of the City to give notice of the Service Provider’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.

EXCUSABLE DELAYS.

Service Provider shall not be liable for damages, including liquidated damages, if any, caused by delay in performance or failure to perform due to causes beyond the control of Service Provider. Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal, state or local governments, acts of City, court orders, fires, floods, epidemics, strikes, embargoes, and unusually severe weather. The term and price of this Agreement shall be equitably adjusted for any delays due to such causes.

COOPERATION BY CITY.

All public information, data, reports, records, and maps as are existing and available to City as public records, and which are necessary for carrying out the Services shall be furnished to Service Provider in every reasonable way to facilitate, without undue delay, the Services to be performed under this Agreement. 261

City of Wildomar
RFP for Case Software Licensing and Services Page 11

NOTICES.

To City: City of Wildomar
Attn: City Manager
23873 Clinton Keith Rd., Suite 201
Wildomar, CA 92595

To Service Provider:__________________________
__________________________
__________________________
__________________________

Notice shall be deemed effective on the date personally delivered or transmitted by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service.

AUTHORITY TO EXECUTE.

Each of the signatories hereto represents and warrants that he or she is competent and authorized to enter into this Agreement on behalf of the Party for whom he or she purports to sign. Each Party hereto agrees to defend, indemnify, and hold harmless the other Parties hereto against all claims, suits, actions, and demands, including necessary expenses of investigation and reasonable attorneys' fees and costs, arising out of claims that its signatory was not competent or so authorized to execute this Agreement.

ADMINISTRATION AND IMPLEMENTATION.

This Agreement shall be administered and executed by the City Manager or his or her designated representative. The City Manager shall have the authority to issue interpretations and to make amendments to this Agreement, including amendments that commit additional funds, consistent with Section 28 “Amendment” and the City Manager’s contracting authority under the Wildomar Municipal Code.

BINDING EFFECT.

This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.

AMENDMENT.

No amendment to or modification of this Agreement shall be valid unless made in 262

City of Wildomar
RFP for Case Software Licensing and Services Page 12

writing and approved by the Service Provider and by the City. The City Manager shall have the authority to approve any amendment to this Agreement if the total compensation under this Agreement, as amended, would not exceed the City Manager’s contracting authority under the Wildomar Municipal Code. The Parties agree that the requirement for written modifications cannot be waived and that any attempted waiver shall be void. The City’s City Manager may, but is not required to, make minor amendments not affe cting substantive terms without further authorization from the City Council. The City Council hereby authorizes the City Manager to execute any such amendments as required by this Agreement or that do not otherwise reduce City’s rights under this Agreement . All other amendments shall be approved by the City Council.

WAIVER.

Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision nor a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Service Provider shall not constitute a waiver of any of the provisions of this Agreement.

LAW TO GOVERN; VENUE.

This Agreement shall be interpreted, construed and governed according to the laws of the State of California. In the event of litigation between the Parties, venue in state trial courts shall lie exclusively in the County of Riverside, California. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in Riverside.

ATTORNEYS FEES, COSTS AND EXPENSES.

In the event litigation or other proceeding is required to enforce or interpret any provision of this Agreement, the prevailing Party in such litigation or other proceeding shall be entitled to an award of reasonable attorney's fees, costs and expenses, in addition to any other relief to which it may be entitled.

ENTIRE AGREEMENT.

This Agreement, including the attached Exhibits "A" through "C", is the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed therein and supersedes all other agreements or understandings, whether oral or written, or entered into between Service Provider and City prior to the execution of this Agreement. No statements, representations or other agreements, whether oral or written, made by any Party which are not embodied herein shall be valid and binding.

SEVERABILITY.

If any term, condition or covenant of this Agreement is declared or determined by any court of competent jurisdiction to be invalid, void or unenforceable, the remaining 263

City of Wildomar
RFP for Case Software Licensing and Services Page 13

provisions of this Agreement shall not be affected thereby and the Agreement shall be read and construed without the invalid, void or unenforceable provision(s).

CONFLICTING TERMS.

Except as otherwise stated herein, if the terms of this Agreement conflict with the terms of any Exhibit hereto, or with the terms of any document incorporated by reference into this Agreement, the terms of this Agreement shall control.

IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written.

CITY OF WILDOMAR
___________________________
Daniel A. York
City Manager
ATTEST:
___________________________
Janet Morales, CMC
City Clerk

APPROVED AS TO FORM
_______________________________
Thomas D. Jex
City Attorney
264

City of Wildomar
RFP for Case Software Licensing and Services Page 14

___________________________________
“Service Provider”: ________________________
By: __________________________ By: _______________________________

Name:___________________________ Name: ____________________________

Its (Title):_________________________ Its (Title): __________________________ NOTE: SERVICE PROVIDER’S SIGNATURES SHALL BE DULY NOTARIZED,

AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY

BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION,

OR OTHER RULES OR REGULATIONS APPLICABLE TO SERVICE
PROVIDER’S BUSINESS ENTITY.
265

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA
COUNTY OF ________________
On ______________, before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________
Signature of Notary Public Place Notary Seal Above

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER____________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_________________________________________
_________________________________________
___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
266

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________
Signature of Notary Public Place Notary Seal Above

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
267

EXHIBIT "A"

SCOPE OF SERVICES

I. Service Provider will perform the following Services:

II. As part of the Services, Service Provider will prepare and deliver the following tangible work products to the City:

III. During performance of the Services, Service Provider will keep the City appraised of the status of performance by delivering the following status reports:

IV. The tangible work products and status reports will be delivered to the City pursuant to the following schedule:

D.
268

V. Service Provider will utilize the following personnel to accomplish the Services:

VI. Service Provider will utilize the following subcontractors to accomplish the Services:

269

EXHIBIT "B"

COMPENSATION

I. Service Provider shall use the following rates of pay in the performance of the Services:

A. [job] [hourly rate]

B. [job] [hourly rate]

C. [job] [hourly rate]

D. [job] [hourly rate]

E. [job] [hourly rate]

II. Service Provider may utilize sub-contractors as indicated in this Agreement.

The hourly rate for any subcontractor is not to exceed $_______ per hour without written authorization from the City Manager or his designee.

IV. The total compensation for the Services shall not exceed $_________, as provided in Section 4 “Compensation and Method of Payment” of this Agreement. 270

Exhibit C
Insurance Requirements
Service Provider shall procure and maintain, for the duration of the Agreement, 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 Service Provider , its agents, representatives, or employees.

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 and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) 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), or if Service Provider has no owned autos, Code 8 (hired) and 9 (non - owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
(Not required if Service Provider provides written verification it has no employees)

4. Professional Liability (Errors and Omissions) Insurance appropriate to the Service Provider’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. The Retroactive Date must be shown and must be before the date o f the Agreement or the beginning of Agreement work. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement of work. If coverage is canceled or non -renewed, and not replaced wi th another claims -made policy form with a Retroactive Date prior to the Agreement effective date, the Service Provider must purchase “extended reporting” coverage for a minimum of five (5) years after completion of Agreement work. A copy of the claims reporting requirements must be submitted to the City for review.

If the Service Provider maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or higher limits maintained by the Service Provider. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
271

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

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 work or operations performed by or on behalf of the Service Provider including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Service Provider’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 2 0 33, or CG 20 38; and CG 20 37 forms if later revisions used).

Primary Coverage
For any claims related to this Agreement, the Service Provider’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self -insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Service Provider’s insurance and shall not contribute with it.

Notice of Cancellation
Service Provider shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of a ny cancellation or reduction in coverage or limits of any insurance, Service Provider shall forthwith obtain and submit proof of substitute insurance.

Waiver of Subrogation
Service Provider hereby grants to City a waiver of any right to subrogation which any insurer of said Service Provider may acquire against the City by virtue of the payment of any loss under such insurance. Service Provider agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. However, the Workers’ Compensation policy shall be endorsed wi th a waiver of subrogation in favor of the City for all work performed by the Service Provider, its employees, agents and subcontractors.

Acceptability of Insurers
272

Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Verification of Coverage
Service Provider shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Service Provider’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Subcontractors
Service Provider shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Service Provider shall ensure that City is an additional insured on insurance required from subcontractors.

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 special circumstances.

273

CITY OF WILDOMAR

CITY COUNCIL REGULAR MEETING

CONSENT CALENDAR
Agenda Staff Report # 1.11

Meeting Date: February 10, 2026
SUBJECT:

Second Task Order Amendment with Placeworks Inc. for
Environmental and Regulatory Permit Processing Services for the Clinton Keith Road Widening Project (CIP 025-1)
SUBMITTED BY:

Jason Farag, Public Works Director/City Engineer
PREPARED BY:

Jason Farag, Public Works Director/City Engineer

ACTION:

Approve and authorize the City Manager to execute a Task Order Amendment in the amount of $28,582 for required additional environmental support for the Clinton Keith Road Widening Project (CIP 025-1).

SUMMARY:

The City previously entered into a Task Order with Placeworks, Inc., under their existing on- call agreement with the City, to provide Environmental and Regulatory Permit processing services for the Clinton Keith Road Widening project. Additional services are required to complete the required processing with the regulatory agencies.

BACKGROUND:

On November 8, 2023, the City Council approved and authorized the City Manager to execute a Task Order with Placeworks, Inc. in the amount of $226,164 to provide Environmental and Permit Processing Services for the Clinton Keith Road Widening project from the I-15 to the eastern City Limits. An amendment to the Task Order in the amount of $46,772 was executed on June 9, 2025, to provide additional services required bringing the total amount to $272,936.

DISCUSSION:

During the processing of regulatory permit documents through the resource agencies (RWQCB, USACOE, CDFW) and the local Regional Conservation Agency (RCA), several unanticipated issues were identified and are required to be addressed to complete the regulatory permitting process. Placeworks has provided a scope of work and fee in the amount of $23,582 to complete these services. Staff recommends an additional $5,000 as a contingency to cover any unforeseen items that may arise.

Staff recommends that the City Council approve and authorize the City Manager to execute a Second Task Order Amendment in the amount of $28,582 to provide the remaining required environmental services. A copy of the Task Order Amendment with the Placeworks proposal is included in Attachment A.

ACCOUNT CODE:

Project: CIP 025-1
Fund: 503-4500-52115
274
Project Phase: Design/PS&E

FISCAL IMPACT:

The expenses for the additional services are eligible expenses for the Western Riverside Council of Governments (WRCOG) Transportation Uniform Mitigation Fee program (TUMF).

There are adequate TUMF funds in the FY 25/26 budget and no budget adjustments are needed at this time.

There is no impact to the General Fund.

ATTACHMENTS:

A - Second Amendment
275
TASK ORDER AGREEMENT #CIP 025-1
AMENDMENT #2
Placeworks, Inc.

PROFESSIONAL ON-CALL

PLANNING/CEQA CONSULTANT SERVICES
CLINTON KEITH ROAD WIDENING PROJECT, CIP 025-1

ENVIRONMENTAL SERVICES

This PROJECT AGREEMENT is made this 10th day of February, 202 6, by and between the City of Wildomar, a municipal corporation, hereinafter called “CITY” and Placeworks , Inc., hereinafter called “CONSULTANT”.

1. This PROJECT AGREEMENT includes all of the terms and conditions contained in that certain Professional Services Agreement for On -Call Planning/CEQA Services (ON -CALL AGREEMENT), executed by the parties and approved by the Wildomar City Council on June 15, 2017, including subsequent amendments approved on June 8, 2022 and November 8, 2023.

2. SCOPE OF SERVICES. CONSULTANT shall provide professional services as directed by the City Project Manager as required for CIP 025 -1 (CLINTON KEITH ROAD WIDENING PROJECT ENVIRONMENTAL SERVICES). These services shall include the scope of work outlined in the CONSULTANT’s proposal shown in Exhibit “A”.

3. PRICE. The services shall be provided on a time and materials basis, based on Consultants Proposal, Exhibit “ A” and adds an additional $ 28,582 to the June 9, 2025 Task Order in the amount of $272,936 for a total not to exceed price of $301,518.

4. SCHEDULE. The services shall be provided on a schedule as requested by the City Project Manager and agreed to by CONSULTANT.
276
IN WITNESS WHEREOF, the parties have executed this Agreement on the dates indicated below.

Dated: , 2026 Dated: , 2026

CITY OF WILDOMAR, a municipal
corporation

By
Signature

Chris Mann, City Manager

CONSULTANT

By
Signature

Mark Teague, AICP, Managing Principal
Environmental Services
277

EXHIBIT “A”
278

January 27, 2026

Warren Repke, PE
Senior Project Manager
City of Wildomar – Public Works Department
23873 Clinton Keith Road, Suite 110
Wildomar, CA 92595
Subject: CIP 025-1 Clinton Keith Widening Project – Contract Amendment #3 – Permitting and MSHCP Support
Dear Mr. Repke:

Understanding of the Project
This contract amendment includes providing additional biological services (permitting support) and Western Riverside Multiple Species Habitat Conservation Plan (MSHCP) support for the proposed Clinton Keith Widening Project (CIP 025-1), as listed below.

Scope of Work
TASK 1. RESPONSE TO COMMENTS, JPR SUPPORT, AND UPDATING MSHCP CONSISTENCY AND

DBESP REPORTS
ECORP will continue to provide support for the Project’s Western Riverside MSHCP HANS and JPR processes. The Regional Conservation Authority (RCA) conducted a consistency review of the JPR Application, MSHCP Consistency Analysis Report, and DBESP Report. ECORP responded to these comments and updated the JPR Application and associated reports. ECORP will address and respond to another round of complete and compiled comments on the JPR Application and associated reports from RCA and the Wildlife Agencies. ECORP will prepare a consolidated set of responses in the RCA comment table indicating the page number, text, and our responses regarding any necessary revisions to the documents. This task includes responding to the complete and compiled comments from RCA and the Wildlife Agencies in a comment table, updating the MSHCP Consistency Analysis and the DBESP Reports, providing red-line versions of reports, and providing final PDF versions of reports.

TASK 2. PROJECT MANAGEMENT, PERMITTING AND MITIGATION BANKING SUPPORT, AND

CLIENT REQUEST SUPPORT
ECORP will continue to assist the City in finalizing the mitigation banking options and preparing the agreement for the sale of credits from the chosen Mitigation Bank, which will be submitted to the City of Wildomar prior to the issuance of the grading permit. ECORP Senior Biologists will be available as needed to participate in meetings, communications, and negotiations with the City, the RCA and the resources agencies (RWQCB, USACE, and CDFW) for the purposes of supporting the regulatory permitting and MSHCP efforts for the Project.

In addition, ECORP’s Project Manager will coordinate with the PlaceWorks to discuss contract responsibilities, scheduled deliverables, and other Project-related issues. Coordination will be conducted 279

Page 2 ends

via email/phone or other convenient methods, as mutually agreed upon by the participants. During the course of the Project, as needed, ECORP will attend Project meetings or conference calls with the City and PlaceWorks via phone or online platform such as Microsoft Teams or Zoom, provide general technical support, prepare Project status reports and updated schedules, and maintain appropriate communication with the City and PlaceWorks.

This is an as-needed task, billed as time and materials. ECORP assumes 30 hours will be required to fulfill this task. If the number or type of requests for out-of-scope assistance exceeds what can be accommodated by this budget, based on a best-efforts basis, then a contract amendment would be needed in order to respond.

TASK 3. PLACEWORKS PROJECT MANAGEMENT
This task includes hours for PlaceWorks to communicate with the City and ECORP and to ensure the project progresses according to schedule and that both the City and ECORP are up to date on the status of the project.

Cost Estimate
PlaceWorks submits this cost estimate not to exceed $23,582, as shown in Table 1, Cost Estimate.

Table 1. Cost Estimate

TASK COST
Task 1. Response to Comments, JPR Support, and Updating Reports $ 11,732 Task 2. ECORP Project Management, Permitting/Mitigation Support, and Client Requests $ 8,250 Task 3. PlaceWorks Project Management $ 3,600
Total $ 23,582
Subconsultants are billed at a 10% markup.

Acknowledgment
This contract amendment shall remain valid for a period of 30 days from the time of submittal. If you have any questions regarding the contents of this proposal, please contact Mark Teague at 916.245.7500 ext. 2730 / [email protected]. As a Principal, I am authorized to bind PlaceWorks and the project team to the contents of this proposal.

We look forward to working with you to bring about the successful completion of this project.

Respectfully submitted,

PLACEWORKS
Mark Teague, AICP – Principal Advisor, Land Use and Environmental Strategies 280

CITY OF WILDOMAR

CITY COUNCIL REGULAR MEETING

CONSENT CALENDAR
Agenda Staff Report # 1.12

Meeting Date: February 10, 2026
SUBJECT:

Sole Source Agreement for Professional Services with Lee and Associates for the Wildomar Cemetery Master Plan Update SUBMITTED BY:

Daniel Torres, Community Services Director

ACTION:

Authorize the City Manager to execute a sole source agreement for professional services with Lee and Associates.

SUMMARY:

The Cemetery Master Development and Business Plan update will include revisiting the plan, integrating feedback from the community and staff, and aligning it with current community needs. This update will involve refining the overall phasing strategy and developing a concept design for the Phase II expansion including a Veteran/ First Responder Memorial.

BACKGROUND:

The Wildomar Cemetery Master Development and Business Plan establishes a comprehensive, long-term framework to guide the phased expansion of the cemetery, identify associated development costs, and address infrastructure and Americans with Disabilities Act (ADA) compliance considerations. The plan also provides business-planning recommendations for current and future revenues and expenditures to ensure the cemetery meets the long-term needs of Wildomar residents. In addition, it evaluates the impacts of the Palomar Street road widening and related perimeter changes, sets priorities for first-phase improvements, and provides City officials with a clear framework for informed decision-making regarding future cemetery development.

Developed by LEES+Associates, with support from David Evans and Associates, Inc., the project began in November 2019 and included site visits and interviews with City staff and cemetery operations personnel. The consultant team conducted a comprehensive financial analysis in coordination with the City Finance Department and benchmarked the City’s practices against North American best practices to assess long-term financial sustainability.

Community engagement efforts, including staff workshops, an online public survey, Planning Commission presentations, and review by the Cemetery Board, helped refine the plan and resulted in two phased build-out options, with the City Council selecting a preferred concept in July 2020.

DISCUSSION:

The Master Plan update advances a formal five-year update to the City’s 2020 Cemetery Master Development and Business Plan to ensure planning assumptions, financial projections, and development priorities remain aligned with current conditions and community needs. The update builds upon the original document while refreshing demand, operations, and financial analyses using the most recent five years of data. The COVID-19 pandemic 281
created temporary anomalies in cemetery operations, including increases in interments. These conditions resulted in short-term fluctuations in sales, interments, and service demand that exceeded typical annual trends reflected in the original 2020 Master Development and Business

The update revisits interment demand, inventory, and capacity projections in light of changing burial trends, population growth, and the nearing capacity of existing columbarium and casket burial areas. It refines the overall phasing strategy and introduces a concept-level plan for Phase II expansion to ensure the continued availability of burial options for Wildomar residents. Within the current cemetery boundaries, the plan identifies opportunities to reconfigure or repurpose operational areas, including the potential relocation of maintenance functions, to create additional interment capacity and support new service offerings. These adjustments are intended to extend the functional life of the developed site and delay the need for more extensive land development where feasible

Part of the scope of work updates the business and financial planning components of the Master Plan, including operational performance, staffing considerations, endowment care fund trends, and regional price benchmarking. These updates are intended to support long-term financial sustainability while maintaining service levels and compliance with best practices in cemetery management.

The update further advances planning for a dedicated Veterans and First Responders Memorial within the existing cemetery site. Stakeholder engagement includes direct coordination with local veterans’ organizations, such as the VFW and the American Legion, to ensure the memorial reflects appropriate ceremonial, spatial, and material considerations while honoring military service and sacrifice.

Illustrations are part of the scope to serve as a planning tool to translate technical analysis into a clear visual, providing City Council and the public with an understandable representation of proposed cemetery development, memorial placement, and phased implementation. The resulting update will culminate in an amended Master Plan report and a presentation to City Council, providing a revised decision-making framework for future cemetery development and investment.

ACCOUNT CODE:
302-4725-52115
130-4500-52115

FISCAL IMPACT:

The Wildomar Cemetery District is proceeding with a sole source contract with LEES+Associates due to both continuity and efficiency, and their unique specialized qualifications. As the original author of the 2020 Cemetery Master Development and Business Plan, LEES+Associates already holds the calculations, baseline data, and methodology needed for the 5-year update, allowing them to complete the work more quickly and cost- effectively than a new firm. In addition, during the competitive RFP conducted in 2020, they were the only responsive vendor qualified to provide both a comprehensive cemetery master plan and a detailed fiscal analysis under one firm, demonstrating a rare combination of specialized cemetery planning and financial expertise.

Fiscal impacts associated with the Master Plan update are based on the proposed 282
professional services fee schedule, which establishes a fixed not-to-exceed cost of $113,290.

The fee covers phased planning services, including data collection, public and stakeholder engagement, updates to the Needs Analysis and Business Plan, revised illustrative development plans, cost estimates, and preparation of the final updated Master Development and Business Plan. Funding for this effort is expected to come from the existing Cemetery CIP 67-2 and CIP 98 Project Development Phase budgets.

ATTACHMENTS:

Attachment A - Financial Update Concept Proposal.pdf
Attachment B - Lee & Associates Sole Source Form.pdf
Attachment C - Service Agreement with Lee & Associates for Cemetery Master Plan Update.pdf 283

LANDSCAPE ARCHITECTS + PLANNERS

January 20, 2026, Revised

C
ity of Wildomar
23873 Clinton Keith Road
Wildomar, CA
92595
USA

Attention: Daniel Torres

Dear Daniel,

Re: Wildomar Cemetery Master Plan 5-Year Update

Thank you for inviting E. Lees & Associates Consulting Ltd. (LEES+Associates) to submit a proposal for planning and design works for Wildomar Cemetery District. As leaders in the cemetery design, planning, and management sector, we are uniquely equipped to successfully deliver this work. This proposal sets out the tasks we will undertake to meet your objectives for this project, along with an estimate of the consulting fees. We appreciate the opportunity to submit our qualifications and proposed approach for this work and are eager to continue working with your team at this site.

This letter is set out under the following headings:
 Project Understanding
 Scope of Work
 Additional Optional Work
 Assumptions
 Fees
 Conclusion

2 Key components of the update include revisiting the business plan, integrating feedback from the community and staff, and aligning the plan with current community needs.

The draft plan will be shared with the public via an online survey, and feedback received from the community and staff over the last five years will inform necessary changes to the concept master plan . The City is currently implementing Phase I of the original report. This update will involve refining the overall phasing strategy and developing a concept design for the Phase II expansion. The columbarium is nearing full capacity and the availability of single full-casket lots is also diminishing. The Phase II development will look at opportunities to add new columbarium and new section for in-ground casket lots.

SCOPE OF WORK
The following proposed work plan is based on our understanding of the specific needs for the Wildomar Cemetery District. From the outset, we anticipate that this will be a collaborative process where we will be working closely with the City’s team. Each project phase will include ample time built in for working sessions, site visits (as required), reviews, and project update meetings. We propose the following phased program of work:

Phase 1: Phase I: Start-up Meeting + Data collection
Task 1.1: Project Start-Up Meeting
Phase 1 will set the stage for the project with a start -up meeting to review key project parameters via videoconference with our team and the City’s project team where we will:
 Introduce the project team members
 Discuss and confirm the scope of work, methodology, and schedule  Confirm communications protocol, billing procedures, and other administrative items relating to the contract, including establishing a regular bi-weekly meeting schedule

285

3 Task 1.2: Background Data Collection and Review
To provide all necessary background information to enable us to complete our tasks outlined in this work plan. Baseline information will include but not be limited to:
 The last 5 years of Interment, Sales, and Inventory records  Service level reports
 Community and Staff feedback
 Incorporate data sources, population projections and other key findings from the General Plan Update
 Any additional relevant reports and studies that are available We will also provide an overview of the current trends and best practices within the cemetery industry and identify critical elements and key resources which could benefit the cemetery through the Master Plan Update. The data collection will also include a review of feedback from the community regarding service offerings not currently offered at the Cemetery, such as grave site services, viewings, and religious ceremonial practices. This work will be summarized in a report produced at the end of this phase, the contents of which will be built upon and will further inform the next phases of the work plan.

Task 1.3: Topographic Survey
During this phase the surveyor will complete the topographic survey of Lots 28 and 31. The survey will include contours at 1’ intervals and extend to Wildomar Trail and the property boundary and any registered easements or rights -of-way for reference. An optional fee for the Boundary Survey, Record Boundary, and/or Aerial Survey.

Task 1.4: Engagement Plan
After the project start-up and confirmation of the project scope, we will draft an engagement plan outlining the engagement process, confirming key internal and external stakeholders, engagement methods, and a timeline for key tasks. Engagement will include meeting with the local VFW and American Legion during the predesign phase of the memorial. We will include a follow-up presentation of the design.

Phase 2: Engagement + Business Plan Update
286

4 Task 2.1: Demands / Needs Analysis
Chapter 2 – Needs Analysis of the 2020 Master Plan will be updated with current sales and inventory data.

The updates to this section include a review of the market profile (population growth, demographic and disposition trends), the sales and interment data from the past 5 years , and available interment capacity .

An analysis of this data will inform the updates to the 25-year forecasted interment demand and needs.

The effects of the Covid -19 pandemic will be evaluated to understand any anomalies with the sales and interment data.

Task 2.2: Operations Analysis
As part of our engagement process, we will meet virtually with Cemetery Staff involved in the operations of the cemetery to gain an understanding of any changes occurring over the past 5 years , such as reduced staffing that may impact the service levels. These meetings with staff will inform the updates to the Operations Analysis chapter of the report.

The operations analysis will also include updating the staffing recommendations for the phased build-out of the cemetery. During our engagement with staff, we will revisit the site care and maintenance section of the master plan report to gain an understanding of any operational changes implemented over the past 5 years. The final report will update the Site Care Recommendations.

Task 2.3: Financial Plan
Our engagement with staff will include a review of the Financial Plan in the 2020 report with the updated report capturing the financial performance over the past 5 years. We will revisit the endowment care fund’s historic performance over the past 5 years and update this section of the report.

The 2020 report presented two financial scenarios. During our meetings with staff, we will evaluate the strategy implemented by the City and determine if any changes or updates are required to ensure financial sustainability. We will revisit the recommendations for additional services made in the initial report and discuss recurring requests you’re receiving from the public and consider these additional services to be added to the pricing schedule.

The financial plan update will also include an update to the Regional Cemetery Market Price Benchmark Study that was completed after the 2020 Master Plan. The Price Benchmarking and Pricing Update to be presented to the Board/Council
We will revisit the Master Plan report section 7.3 - Endowment Care Fund, Sustainability, Legislation, Current + Best Practices and update the ECF historic performance graph with data from the last 5 years.

5 Task 2.5: Stakeholder Engagement
Two members of our team will meet in -person with the local Police and Fire Services, VFW and American Legion to gain an understanding of the Veterans memorial requirements. We will ask questions to understand the space requirements, materiality , memorialization preferences, and other relevant information to guide the design.

Phase 3: Updated Illustrative Development Plan + Cost Estimate The final updates to the Master Plan will incorporate the key findings of the Demands / Needs analysis and identify the priorities for the Phase 2 development. An order of magnitude cost estimate will include a breakdown for each phase.

Task 3.1: Update Illustrative Development Plan
The cemetery Illustrative Development Plan will be updated and will include an o verall phasing diagram. A detailed concept plan for the Phase II development will identify a layout of new or expanded interment services. The Phase II plan will focus on the following:
 Removal and relocation of the existing operations building and proposing adapting this space for interments.
 Expansion of the interment space into the NE corner of the cemetery (previously material storage)
 New interment space (columbarium, in-ground cremation, or other interment) within the area currently occupied by the operations building
 In-ground expansion into the area directly north of the developed area (north of the fenced area) that will consider single full-casket lots
 New location and concept design for a Veteran’s and First Responders Memorial and for the future build-out of the memorial with limited impact on cemetery operations.  Design of the temporary maintenance yard within Parcel 5 to include a layout to show how the Cemetery staff and General City Maintenance staff could use the site.

We will initiate this task after reviewing and analyzing feedback from the online survey and the internal and external stakeholder meetings.
288

6 Task 3.2: Cost Estimate
Appendix A – Future Capital Expenditures of the Fee Study will be updated based on the changes to the updated Development Plan and current construction costs. The Cost Estimate will be an order of magnitude and organized by phase.

Phase 4: Updated Master Plan Report + Council Presentation We will integrate all the key findings, insights, and recommendations from the previous phases of work into the Updated Master Plan Report. The key components of the update will include an update to the Business Plan and Development Plan.

We will prepare and submit Draft and Final versions of the report to the City’s team, with subsequent review meetings where we will receive and incorporate comments and revisions.

When the Final Update is accepted by the City’s team, we will prepare and present a presentation of the final report to the City Council.

Meetings Deliverables Proposed Client Responsibilities
Phase 4  Biweekly meetings
 Report review meeting
 Board of Trustees
Presentation
 Draft and Final Report
 Presentation
 Meeting agendas and
minutes
 Review and comment of
draft report

ADDITIONAL OPTIONAL WORK
 In-person Board presentation (Fees for travel have been included in the disbursement budget)  Boundary Survey - $10,890
 Record Boundary Survey - $3,960
 Aerial Survey - $10,560

These fees include a 10% markup.

ASSUMPTIONS
289

7  The Demands / Needs Analysis and Endowment Care Fund analysis will begin after all background data is received.
 A new land survey is not required for the updated plan.  All engagement will be done virtually with the option of conducting in-person engagement sessions with internal and external stakeholders.
 Two people from LEES will attend in-person engagement VFW / American Legion for the Veteran’s memorial is included.
 The topographic survey is not a boundary survey and the property lines will be shown for reference only. The file will be an electronic AutoCAD Civil 3D file.  Record of Survey(s), Lot Line Adjustment(s), Corner Records or filing of Maps are not included in this scope.
 CEQA is not required for the Master Plan Refresh.

FEES
We propose the above program of consulting services be provided for a fixed fee of $113,290, including disbursements and excluding applicable taxes.

Disbursements/Allowances
Our proposed approach for this project requires a budget allowance of $12,222.00 to cover disbursements for in-person engagement for the Veteran’s Memorial and an optional site visit for the Council presentation.

8 Payment Terms
Project cost summaries will be included with monthly invoices. Invoices will be based on the percentage of work completed plus any disbursements as of the month- end invoice date. All invoices are payable within 30 days of receipt.

Validity of Proposal
The proposal should be valid for a period of not less than 90 days from the date of submission.

Additional Services
Any work outside the scope of this proposal will be charged at the following hourly rates, provided it is requested within the same calendar year(s) as the project’s work plan’s proposed timeline. The hourly rates listed exclude applicable taxes.

Position Hourly Rate
LEES+Associates
Principal in Charge $200
Practice Lead, Senior Landscape Architect $180
Business Manager, Accountant $170
Senior Landscape Architect $165
Senior Landscape Designer $160
Landscape Architect $145
Landscape Designer $135
Administration $125
David Evans and Associates
Principal $325
Landscape Architect $242
Civil Engineer $286

CONCLUSION
We trust this proposal meets your needs, but if we have overestimated or underestimated any part of the scope, please do not hesitate to reach out to us so that we can discuss and refine it for you. We look forward to hearing from you soon.

Best Regards,

Josh Bernsen, BCSLA, OALA, CSLA | Practice Lead, Senior Landscape Architect 291

9 APPENDIX A: FEE TABLE

292
2 9 16 23 2 9 16 23 1 6 13 20 27 4 11 18 25 1 8 15 22 29 1 6 13 20 27 3 10 17 24 Phase 1: Start-up Meeting + Data Collection Legend
Start-Up Meeting Project Work
Data Request Form, Collection Documentation + Follow Up p p Deadline Engagement Plan p p Meeting
Biweekly Project Meetings with Client m Engagement
Phase 2: Public Engagement + Business Plan Update
Research. Data Review + Processing p p p
Demands Needs Analysis p p p
Financial and Endowment/Perpetual Care Fund Analysis p p p Price Benchmarking - Update p p p
Virtual Interviews with Internal Stakeholders
Virtual Interviews with External Stakeholders
In-person Engagement with VFW / American Legion
Online Survey
Engagement Summary
Biweekly Project Meetings with Client
Phase 3: Updated Illustrative Development Plan + Master Plan Report Internal Design Workshop
Draft Overall Concept
Draft Phase II Plan (Columbaria Expansion, New In-ground, New Ops Bldg) Draft Veterans Memorial Concept Design
Draft Cost Estimate Update - All Phases
Client Review Mtg
Review meeting with VFW / American Legion (virtual)
Final Overall Concept
Final Veterans Memorial Concept Design
Final Phase I Plan (Columbaria Expansion, New In-ground, New Ops Bldg) Final Cost Estimate Update - All Phases
Biweekly Project Meetings with Client
Phase 4: Final Updated Master Plan Report + Council Presentation Internal Review
Client Review
Final Report
Final Review
Project Meetings with Client
Council Presentation (Slide Prep + Meeting)
Wildomar Cemetery - Financial Update and Updated Concept Plan Feb-26 Mar-26
Draft report
Aug-26
Project Schedule - February 4, 2026
Apr-26 May-26 Jun-26 Jul-26
293
294

AGREEMENT FOR SERVICES
By and Between

WILDOMAR CEMETERY DISTRICT,
A Subsidiary District of the City of Wildomar,
A Municipal Corporation
and
E. Lees + Associates Consulting Ltd.
295
RIV #4821-1277-4564 v1
August 2023
- 1 -

AGREEMENT FOR SERVICES

BETWEEN

THE WILDOMAR CEMETERY DISTRICT
AND
E. LEES + Associates Consulting Ltd.

This Agreement for Services (“Agreement”) is entered into as of this 10th day of February 2026 by and between THE WILDOMAR CEMETERY DISTRICT, a subsidiary District of the City of Wildomar, a municipal corporation (“DISTRICT”), and E. Lees & Associates Consulting Ltd., a Canadian Corporation (“Service Provider”). DISTRICT and Service Provider are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”

RECITALS
A. City has sought, by sole source the performance of the services defined and described particularly in Section 2 of this Agreement.

B. Service Provider, following submission of a proposal for the performance of the services defined and described particularly in Section 2 of this Agreement, was selected by the DISTRICT to perform those services.

C. Pursuant to the City of Wildomar’s Municipal Code, City has authority to enter into this Services Agreement and the City Manager has authority to execute this Agreement. The City Manager serves the DISTRICT with the title General Manager.

D. The Parties desire to formalize the selection of Service Provider for performance of those services defined and described particularly in Section 2 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.

OPE

RATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained here and other consideration, the value and adequacy of which are hereby acknowledged, the Parties agree as follows:

SECTION 1. TERM O F AGREEMENT.

Subject to the provisions of Section 20 "Termination of Agreement" of this Agreement, the Term of this Agreement is for 1 year commencing on the date first ascribed above.

SECTION 2. SCOPE O F SERVICES & SCHEDULE OF PERFORMANCE. (a) Scope of Services . Service Provider agrees to perform the services set forth in Exhibit “A” “Scope of Services” (hereinafter, the “Services”) and made a part of this Agreement by this reference.
296
RIV #4821-1277-4564 v1
August 2023
- 2 -
(b) Schedule of Performance. The Services shall be completed pursuant to the schedule specified in Exhibit “A.” Should the Services not be completed pursuant to that schedule, the Service Provider shall be deemed to be in Default of this Agreement. The City, in its sole discretio n, may choose not to enforce the Default provisions of this Agreement and may instead allow Service Provider to continue performing the Services.

SECTION 3. ADDITIONAL SERVICES.

Service Provider shall not be compensated for any work rendered in connection with its performance of this Agreement that are in addition to or outside of the Services unless such additional services are authorized in advance and in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement. If and when such additional work is authorized, such additional work shall be deemed to be part of the Services.

SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this Agreement, City agrees to pay Service Provider the amounts specified in Exhibit “B” “Compensation” and made a part of this Agreement by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed one hundred thirteen thousand two hundred ninety dollars ($113,290.00 ), unless additional compensation is approved in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement. In accordance with California Government Code Section 8546.7, if the Not to Exceed Amount exceeds TEN THOUSAND DOLLARS ($10,000.00), this Agreement and the Service Provider's books and records related to this Agreement shall be subject to the examination and audit of the State Auditor, at the request of DISTRICT or as part of any audit of the DISTRICT , for a period of three (3) years after final payment under the Agreement.
(b) Each month Service Provider shall furnish to DISTRICT an original invoice for all work performed and expenses incurred during the preceding month. The invoice shall detail charges by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-Service Provider contracts. Sub-Service Provider charges shall be detailed by the following categories: labor, travel, materials, equipment and supplies. If the compensation set forth in subsection (a) and Exhibit “B” include payment of labor on an hourly basis (as opposed to labor and materials being paid as a lump sum), the labor category in each invoice shall include detailed descriptions of task performed and the amount of time incurred for or allocated to that task. DISTRICT shall independently review each invoice submitted by the Service Provider to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. In the event that no charges or expenses are disputed, the invoice shall be approved and paid according to the terms set forth in subsection (c). In the event any charges or expenses are disputed by DISTRICT, the original invoice shall be returned by DISTRICT to Service Provider for correction and resubmission. (c) Except as to any charges for work performed or expenses incurred by Service Provider which are disputed by DISTRICT , DISTRICT will use its best efforts to 297
RIV #4821-1277-4564 v1
August 2023
- 3 -
cause Service Provider to be paid within forty -five (45) days of receipt of Service Provider’s correct and undisputed invoice.
(d) Payment to Service Provider for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Service Provider.

SECTION 5. INSPECTION AND FINAL ACCEPTANCE.

DISTRICT may inspect and accept or reject any of Service Provider’s work under this Agreement, either during performance or when completed. DISTRICT shall reject or finally accept Service Provider’s work within sixty (60) days after submitted to DISTRICT.

DISTRICT shall reject work by a timely written explanation, otherwise Service Provider’s work shall be deemed to have been accepted. DISTRICT ’s acceptance shall be conclusive as to such work except with respect to latent defects, fraud and such gross mistakes as amount to fraud. Acceptance of any of Service Provider’s work by DISTRICT shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, Section 16 “Indemnification” and Section 17 “Insurance.” SECTION 6. OWNERSHIP OF DOCUMENTS; EXCEPTIONS; WARRANTY Except as otherwise provided below, all documents, data, studies, drawings, maps, models, photographs and reports prepared by Service P rovider (collectively, “Documents”) under this Agreement are DISTRICT ’s property. Service Provider may retain copies of such Documents as desired but will deliver all original materials to DISTRICT upon DISTRICT’s written notice. DISTRICT agrees that use of S ervice Provider’s completed work product, for purposes other than identified in this Agreement, or use of incomplete work product, is at DISTRICT’s own risk. Service Provider warrants that all Documents it drafts and completes pursuant to this Agreement constitutes original work. Specifically, Service Provider understands and agrees that use of artificial intelligence (AI) tools including, without limitation, ChatGPT, Microsoft’s Bing Chat, Google’s Bard, and Meta’s LLaMA (Large Language Model Meta AI), in the performance of this Agreement does not constitute an original work, i.e., submitting Documents generated by such AI tools to DISTRICT and representing it as Service Provider’s original work constitutes a material breach of this Agreement, constitutes a false claim, and may also violate applicable intellectual property right laws including, without limitation, United States Copyright Law. Accordingly, and notwithstanding any other provision of this Agreement as to ownership, DISTRICT specifically rejects ownership of such Documents.

Service Provider is required to indemnify and defend DISTRICT to the fullest extent allowed by applicable law should it violate this Section.

All original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents prepared, developed or discovered by Service Provider in the course of providing the Services pursuant to this Agreement shall become the sole property of DISTRICT and may be used, reused or otherwise disposed of by DISTRICT without the permission of the Service Provider. Upon completion, expiration or termination of this Agreement, Service Provider shall turn over to DISTRICT all such original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents. 298
RIV #4821-1277-4564 v1
August 2023
- 4 -
If and to the extent that DISTRICT utilizes for any purpose not related to this Agreement any maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents prepared, developed or discovered by Service Provider in the course of providing the Services pursuant to this Agreement, Service Provider’s guarantees and warranties in Section 9 “Standard of Performance” of this Agreement shall not extend to such use of the maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other documents.

All Final Work Product developed by Service Provider in the course of providing the Services pursuant to this Agreement shall become the sole property of DISTRICT and may be used, reused or otherwise disposed of by DISTRICT without the permission of the Service Provider. Upon completion, expiration or termination of this Agreement, Service Provider shall turn over to DISTRICT all such Final Work Product if paid for by the DISTRICT. This provision specifically excludes Service Providers’ work notes and drafts, which are owned by Service Provider, not DISTRICT.

SECTION 7. SERVICE PROVIDER'S BOOKS AND RECORDS.
(a) Service Provider shall maintain any and all documents and records demonstrating or relating to Service Provider’s performance of the Services. Service Provider shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to work, services, expenditures and disbursements charged to DISTRICT pursuant to this Agreement. Any and all such documents or records shall be maintained in accordance with generally accepted accounting p rinciples and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Service Provider pursuant to this Agreement. Any and all such documents or records shall be maintained for three (3) years from th e date of execution of this Agreement and to the extent required by laws relating to audits of public agencies and their expenditures. (b) 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 DISTRICT or its designated representative.

Copies of such documents or records shall be provided directly to the DISTRICT 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 Service Provider’s address indicated for receipt of notices in this Agreement. (c) Where DISTRICT has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or termination of Service Provider’s business, DISTRICT may, by written request, require that custody of such documents or records be given to the DISTRICT.

Access to such documents and records shall be granted to DISTRICT , as well as to its successors-in-interest and authorized representatives.

SECTION 8. INDEPENDENT CONTRACTOR.
299
RIV #4821-1277-4564 v1
August 2023
- 5 -
(a) Service Provider is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of DISTRICT. Service Provider shall have no authority to bind DISTRICT in any manner, nor to incur any obligation, debt or liability of any kind on behalf of or against DISTRICT, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by DISTRICT.
(b) The personnel performing the Services under this Agreement on behalf of Service Provider shall at all times be under Service Provider’s exclusive direction and control. Neither DISTRICT , nor any elected or appointed boards, officers, officials, employees or agents of DISTRICT , shall have control over the conduct of Service Provider or any of Service Provider’s officers, employees, or agents except as set forth in this Agreement. Service Provider shall not at any time or in any manner represent that Service Provider or any of Service Provider’s officers, employees, or agents are in any manner officials, officers, employees or agents of DISTRICT. (c) Neither Service Provider, nor any of Service Provider’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to DISTRICT’s employees. Service Provider expressly waives any claim Service Provider may have to any such rights.

SECTION 9. STANDARD OF PERFORMANCE.

Service Provider represents and warrants that it has the qualifications, experience and facilities necessary to properly perform the Services required under this Agreement in a thorough, competent and professional manner. Service Provider shall at all tim es faithfully, competently and to the best of its ability, experience and talent, perform all Services. In meeting its obligations under this Agreement, Service Provider shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to the Services required of Service Provider under this Agreement. In addition to the general standards of performance set forth this section, additional specific standards of performance and performance criteria may be set forth in Exhibit “A” “Scope of Work” that shall also be applicable to Service Provider’s work under this Agreement. Where there is a conflict between a general and a specific standard of performance or performance criteria, the specific standard or criteria shall prevail over the general.

SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES.

Neither DISTRICT, nor any elected or appointed boards, officers, officials, employees or agents of DISTRICT, shall be liable, at law or in equity, as a result of any failure of Service Provider to comply with this section.
300
RIV #4821-1277-4564 v1
August 2023
- 6 -
SECTION 11. PREVAILING WAGE LAWS
It is the understanding of DISTRICT and Service Provider that California prevailing wage laws do not apply to this Agreement because the Agreement does not involve any of the following services subject to prevailing wage rates pursuant to the California Labor Code or regulations promulgated thereunder: Construction, alteration, demolition, installation, or repair work performed on public buildings, facilities, streets or sewers done under contract and paid for in whole or in part out of public funds. In this context, “construction" includes work performed during the design and preconstruction phases of construction including, but not limited to, inspection and land surveying work.

SECTION 12. NONDISCRIMINATION.

SECTION 13. UNAUTHORIZED ALIENS.

Should Service Provider so employ such unauthorized aliens for the performance of the Services, and should the any liability or sanctions be imposed against DISTRICT for such use of unauthorized aliens, Service Provider hereby agrees to and shall reimburs e DISTRICT for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by DISTRICT.

SECTION 14. CONFLICTS OF INTEREST.
(a) Service Provider covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of DISTRICT or which would in any way hinder Service Provider’s performance of the Services. Service Provider further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the General Manager. Service Provider agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of DISTRICT in the performance of this Agreement.
(b) DISTRICT understands and acknowledges that Service Provider is, as of the date of execution of this Agreement, independently involved in the performance of non-related services for other governmental agencies and private parties. Service Provider is unaware of any stated position of DISTRICT relative to such projects. Any future position of DISTRICT on such projects shall not be considered a conflict of interest for purposes of this section.
301
RIV #4821-1277-4564 v1
August 2023
- 7 -
(c) DISTRICT understands and acknowledges that Service Provider will perform non- related services for other governmental agencies and private Parties following the completion of the Services under this Agreement. Any such future service shall not be considered a conflict of interest for purposes of this section.

SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION. (a) All information gained or work product produced by Service Provider in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Service Provider. Service Provider shall not release or disclose any such information or work product to persons or entities other than DISTRICT without prior written authorization from the General Manager, except as may be required by law.
(b) Service Provider, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the General Manager or unless requested by the DISTRICT Counsel of DISTRICT, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Service Provider gives DISTRICT notice of such court order or subpoena.
(c) If Service Provider, or any officer, employee, agent or subcontractor of Service Provider, provides any information or work product in violation of this Agreement, then DISTRICT shall have the right to reimbursement and indemnity from Service Provider for any damages, costs and fees, including attorney's fees, caused by or incurred as a result of Service Provider’s conduct.

Service Provider shall promptly notify DISTRICT should Service Provider, its officers, employees, agents or subcontractors, be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. DISTRICT retains the right, but has no obligation, to represent Service Provider or be present at any deposition, hearing or similar proceeding. Service Provider agrees to cooperate fully with DISTRICT and to provide DISTRICT with the opportunity to review any response to discovery requests provided by Service Provider. However, this right to review any such response does not imply or mean the right by DISTRICT to control, direct, or rewrite said response. Service Provider shall not be held criminally or civilly liable under any Federal or State trade secret law for the disclosure of a trade secret that is made in confidence to a Federal, State, or local government official or to an attorney solely for the purpose of reporting or investigating a suspected violation of law or for the disclosure of a trade secret that is made in a complaint or other document filed in a lawsuit or other proceeding, if such filing is made under seal.

SECTION 16. INDEMNIFICATION.

A. General
302
RIV #4821-1277-4564 v1
August 2023
- 8 -
(1) Indemnification for Professional Liability. Where the law establishes a professional standard of care for Service Provider’s services, to the fullest extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless DISTRICT and City and any and all of its officials, employees and agents (“Indemnified Parties”) from and against any and all liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees) arise out of, are a consequence of, or are in any way attributable to, in whole or in part, any negligent or wrongful act, error or omission of Service Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub- contractors of Service Provider, in the performance of professional services under this Agreement.
(2) Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless DISTRICT and City, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Service Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub-contractors of Service Provider. (3) Indemnification from Sub- Service Providers. Service Provider agrees to obtain executed indemnity agreements with provisions identical to those set forth in this section from each and every sub-Service Provider or any other person or entity involved by, for, with or on behalf of Service Provider in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Service Provider fails to obtain such indemnity obligations from others as required herein, Service Provider agrees to be fully responsible according to the terms of this section. Failure of DISTRICT to monitor compliance with these requirements imposes no additional obligations on DISTRICT and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend DISTRICT and City as set forth herein is binding on the successors, assigns or heirs of Service Provider and shall survive the termination of this Agreement or this section.
(4) DISTRICT’s Negligence . The provisions of this section do not apply to claims occurring as a result of DISTRICT’s sole negligence. The provisions of this section shall not release DISTRICT from liability arising from gross negligence or willful acts or omissions of DISTRICT or any and all of its officials, employees and agents.

B. Design Professional Indemnification
To the extent Service Provider or any sub- consultants are Design Professionals as defined in Civil Code Section 2782.8, the following indemnification provisions shall 303
RIV #4821-1277-4564 v1
August 2023
- 9 -
apply:
(1) Indemnification by Design Professional. Where the services to be provided by Design Professional under this Agreement are design professional services, as that term is defined under Civil Code Section 2782.8, Design Professional agrees to indemnify, defend and hold harmless, the DISTRICT and City, its officers, officials, employees and volunteers from any and all claims, demands, costs or liability that actually or allegedly arise out of, or pertain to, or relate to the negligence, recklessness or willful misconduct of Design Professional and its agents in the performance of services under this contract, but this indemnity does not apply to liability for damages for bodily injury, property damage or other loss, arising from the sole negligence, active negligence or willful misconduct by the DISTRICT , its officers, official employees, and volunteers. If it is finally adjudicated that liability is caused by the comparative active negligence or willful misconduct of the DISTRICT , then Design Professional’s indemnification and defense obligations shall be reduced in proportion to the established comparative liability of the DISTRICT and shall not exceed the Design Professional’s proportionate percentage of fault.
(2) As respects all acts or omissions which do not arise directly out of the performance of design professional services, including but not limited to those acts or omissions normally covered by general and automobile liability insurance, Design Professional agrees to indemnity, defend and hold harmless the DISTRICT and City, its officers officials, employees and volunteers for an against any claim, demands, losses, liability of any kind or nature arising out of or in connection with the Design Professional's performance or failure to perform under the terms of this contract, excepting those which arise out of the active negligence, sole negligence or willful misconduct of the DISTRICT, its officers, officials, employees and volunteers.
(3) Indemnification from Sub-consultants. Design Professional agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this section from each and every sub-consultant, sub-contractor or any other person or entity involved by, for, with or on behalf of Design Professional in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Design Professional fails to obtain such indemnity obligations from others as required here, Design Professional agrees to be fully responsible according to the terms of this section. Failure of DISTRICT to monitor compliance with these requirements imposes no additional obligations on DISTRICT and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend DISTRICT as set forth herein is binding on the successors, assigns or heirs of Design Professional and shall survive the termination of this Agreement or this section.
(4) DISTRICT's Negligence. The provisions of this section do not apply to Claims occurring as a result of DISTRICT’s sole negligence. The provisions of this section shall not release DISTRICT from liability arising from gross negligence or willful acts or omissions of DISTRICT or any and all of its officials, employees and agents.

SECTION 17. INSURANCE.
304
RIV #4821-1277-4564 v1
August 2023
- 10 -
Service Provider agrees to obtain and maintain in full force and effect during the term of this Agreement the insurance policies set forth in Exhibit “C” “Insurance” and made a part of this Agreement. All insurance policies shall be subject to approval by DISTRICT as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the General Manager. Service Provider agrees to provide DISTRICT with copies of required policies upon request.

SECTION 18. ASSIGNMENT.

The expertise and experience of Service Provider are material considerations for this Agreement. DISTRICT has an interest in the qualifications and capability of the persons and entities who will fulfill the duties and obligations imposed upon Service Provider under this Agreement. In recognition of that interest, Service Provider shall not assign or transfer this Agreement or any portion of this Agreement or the performance of any of Service Provider’s duties or obligations under this Agreement without t he prior written consent of the DISTRICT. Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling DISTRICT to any and all remedies at law or in equity, including termination of this Agreement pursuant to Section 20 “Termination of Agreement.” DISTRICT acknowledges, however, that Service Provider, in the performance of its duties pursuant to this Agreement, may utilize sub- contractors.

SECTION 19. CONTINUITY OF PERSONNEL.

Service Provider shall make every reasonable effort to maintain the stability and continuity of Service Provider’s staff and sub-contractors, if any, assigned to perform the Services. Service Provider shall notify DISTRICT of any changes in Service Provider’s staff and sub-contractors, if any, assigned to perform the Services prior to and during any such performance.

SECTION 20. TERMINATION OF AGREEMENT.
(a) DISTRICT may terminate this Agreement, with or without cause, at any time by giving thirty (30) days written notice of termination to Service Provider. In the event such notice is given, Service Provider shall cease immediately all work in progress. (b) Service Provider may terminate this Agreement for cause at any time upon thirty (30) days written notice of termination to DISTRICT. (c) If either Service Provider or DISTRICT fail to perform any material obligation under this Agreement, then, in addition to any other remedies, either Service Provider, or DISTRICT may terminate this Agreement immediately upon written notice. (d) Upon termination of this Agreement by either Service Provider or DISTRICT, all property belonging exclusively to DISTRICT which is in Service Provider’s possession shall be returned to DISTRICT . Service Provider shall furnish to DISTRICT a final invoice for work performed and expenses incurred by Service Provider, prepared as set forth in Section 4 “Compensation and Method of Payment” of this Agreement. This 305
RIV #4821-1277-4564 v1
August 2023
- 11 -
final invoice shall be reviewed and paid in the same manner as set forth in Section 4 “Compensation and Method of Payment” of this Agreement.

SECTION 21. DEFAULT.

In the event that Service Provider is in default under the terms of this Agreement, the DISTRICT shall not have any obligation or duty to continue compensating Service Provider for any work performed after the date of default. Instead, the DISTRICT may give notice to Service Provider of the default and the reasons for the default. The notice shall include the timeframe in which Service Provider may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Service Provider is in default, the DISTRICT shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the DISTRICT may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Service Provider does not cure the default, the DISTRICT may take necessary steps to terminate this Agreement under Section 20 “Termination of Agreement.” Any failure on the part of the DISTRICT to give notice of the Service Provider’s default shall not be deemed to result in a waiver of the DISTRICT’s legal rights or any rights arising out of any provision of this Agreement.

SECTION 22. EXCUSABLE DELAYS.

Service Provider shall not be liable for damages, including liquidated damages, if any, caused by delay in performance or failure to perform due to causes beyond the control of Service Provider. Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal, state or local governments, acts of DISTRICT, court orders, fires, floods, epidemics, strikes, embargoes, and unusually severe weather. The term and price of this Agreement shall be equitably adjusted for any delays due to such causes.

SECTION 23. COOPERATION BY DISTRICT.

All public information, data, reports, records, and maps as are existing and available to DISTRICT as public records, and which are necessary for carrying out the Services shall be furnished to Service Provider in every reasonable way to facilitate, without undue delay, the Services to be performed under this Agreement.

SECTION 24. NOTICES.

All notices required or permitted to be given under this Agreement shall be in writing and shall be personally delivered, or sent by telecopier or certified mail, postage prepaid and return receipt requested, addressed as follows:
306
RIV #4821-1277-4564 v1
August 2023
- 12 -
To DISTRICT: Wildomar Cemetery District
Attn: General Manager
23873 Clinton Keith Rd., Suite 201
Wildomar, CA 92595
To Service Provider: E. Lee & Associates Consulting Ltd.

Attn: Richard Cook
509-318 Homer Street
Vancouver BC Canada, V6B 2V2
Noti
ce shall be deemed effective on the date personally delivered or transmitted by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service.

SECTION 25. AUTHORITY TO EXECUTE.

SECTION 26. ADMINISTRATION AND IMPLEMENTATION.

This Agreement shall be administered and executed by the General Manager or his or her designated representative. The General Manager shall have the authority to issue interpretations and to make amendments to this Agreement, including amendments that commit additional funds, consistent with Section 28 “Amendment” and the General Manager’s contracting authority under the Wildomar Municipal Code.

SECTION 27. BINDING EFFECT.

This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.

SECTION 28. AMENDMENT.

No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Service Provider and by the DISTRICT . The General Manager shall have the authority to approve any amendment to this Agreement if the total compensation under this Agreement, as amended, would not exceed the General Manager’s contracting authority under the Wildomar Municipal Code. The Parties agree that the requirement for written modifications cannot be waived and that any attempted waiver shall be void. The DISTRICT’s General Manager may, but is not required to, make minor amendments not affecting substantive terms without further authorization from the City Council. The Board of Trustees hereby authorizes the General Manager to execute any such amendments as required by this Agreement or that do not otherwise reduce 307
RIV #4821-1277-4564 v1
August 2023
- 13 -
DISTRICT’s rights under this Agreement. All other amendments shall be approved by the Board of Trustees.

SECTION 29. WAIVER.

Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision nor a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by DISTRICT of any work or services by Service Provider shall not constitute a waiver of any of the provisions of this Agreement.

SECTION 30. LAW TO GOVERN; VENUE.

SECTION 31. ATTORNEYS FEES, COSTS AND EXPENSES.

SECTION 32. ENTIRE AGREEMENT.

This Agreement, including the attached Exhibits "A" through "C", is the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed therein and supersedes all other agreements or understandings, whether oral or written, or entered into between Service Provider and DISTRICT prior to the execution of this Agreement. No statements, representations or other agreements, whether oral or written, made by any Party which are not embodied herein shall be valid and binding.

SECTION 33. SEVERABILITY.

If any term, condition or covenant of this Agreement is declared or determined by any court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of this Agreement shall not be affected thereby and the Agreement shall be read and construed without the invalid, void or unenforceable provision(s). 308
RIV #4821-1277-4564 v1
August 2023
- 14 -
SECTION 34. CONFLICTING TERMS.

IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written.

WILDOMAR CEMETERY DISTRICT
___________________________
Chris Mann
General Manager
ATTEST:
___________________________
Janet Morales, CMC
City Clerk

APPROVED AS TO FORM
_______________________________
Thomas D. Jex
Dis
trict Counsel
E. Lees & Associates Consulting Ltd.

B
y: By:

R ichard Cook Jennifer Thibert
Its: Principal Its: Financial Director
NOTE: SERVICE PROVIDER’S SIGNATURES SHALL BE DULY NOTARIZED,

AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY
309
RIV #4821-1277-4564 v1
August 2023
- 15 -

BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION,

OR OTHER RULES OR REGULATIONS APPLICABLE TO SERVICE
PROVIDER’S BUSINESS ENTITY.
310
RIV #4821-1277-4564 v1

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

Signature of Notary Public Place Notary Seal Above

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

C ORPORATE OFFICER
____ ___________________________

TITLE(S)

PAR TNER(S) LI MITED

G ENERAL

A TTORNEY -IN-FACT

T RUSTEE(S)

G UARDIAN/CONSERVATOR
O THER____________________________
SIGNER IS REPRESENTING:
(

NAME OF PERSON(S) OR ENTITY(IES))
_________________________________________
_________________________________________
___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
311
RIV #4821-1277-4564 v1

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________
S ignature of Notary Public Place Notary Seal Above

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

C ORPORATE OFFICER
____ ___________________________

TITLE(S)

PAR TNER(S) LI MITED

G ENERAL

A TTORNEY -IN-FACT

T RUSTEE(S)

G UARDIAN/CONSERVATOR
O THER____________________________
SIGNER IS REPRESENTING:
(

NAME OF PERSON(S) OR ENTITY(IES))
_________________________________________
_________________________________________
___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
312
RIV #4821-1277-4564 v1
EXHIBIT "A"

SCOPE OF SERVICES
I. Service Provider will perform the following Services:

A. Phase 1: Start-up Meeting and Data Collection
B. Phase 2: Public Outreach – Business Plan Update – Price Benchmarking C. Phase 3: Updated Illustrative Development Plan – Master Plan Report D. Phase 4: Final Update Master Plan Report and Board Presentation II. As part of the Services, Service Provider will prepare and deliver the f ollowing tangible work products to the City:

A. Engagement Plan
B. Demands and Needs Analysis
C. Operations Analysis
D. Financial Plan
E. Public Engagement
F. Illustrative Development Plans
G. Cost Estimates
H. Updated Master Plan Report
III. During performance of the Services, Service Provider will keep the City appraised of the status of performance by delivering the following status reports:

A. Bi-Weekley Meetings
B. Engagement Findings
C. Draft Plan
D. Final Plan
IV. The tangible work products and status reports will be delivered to the City pursuant to the following schedule:

A. Phase 1: Engagement Plan
B. Phase 2: Online Survey and Engagement Summary
C. Phase 3: Draft Illustrative Development Plan, Dr aft Cost D. Phase 4: Final Reports, Presentations
E. Throughout the agreement Meeting agendas and minutes.

V. Service Provider will utilize the following personnel to accomplish the Services:

A. Richard Cook - Principal
B. Josh Bernsen -Practice Lead - Landscape Architect
C. Lacee Barr - Senior Landscape
VI. Service Provider will utilize the following subcontractors to accomplish the Services:

A. David Evans and Associates.

VII. Detailed Scope of Work
A. ATTACHMENT A
313

ATTACHMENT A
314
LANDSCAPE ARCHITECTS + PLANNERS
January 20, 2026, Revised
C
ity of Wildomar
23873 Clinton Keith Road
Wildomar, CA
92595
USA
A
ttention: Daniel Torres
D
ear Daniel,
Re: Wildomar Cemetery Master Plan 5-Year Update
T
hank you for inviting E. Lees & Associates Consulting Ltd. (LEES+Associates) to submit a proposal for planning and design works for Wildomar Cemetery District. As leaders in the cemetery design, planning, and management sector, we are uniquely equipped to successfully deliver this work. This proposal sets out the tasks we will undertake to meet your objectives for this project, along with an estimate of the consulting fees. We appreciate the opportunity to submit our qualifications and proposed approach for this work and are eager to continue working with your team at this site.

This letter is set out under the following headings:
 Project Understanding
 Scope of Work
 Additional Optional Work
 Assumptions
 Fees
 Conclusion

PROJECT UNDERSTANDING
The Wildomar Cemetery District is updating the 2020 Cemetery Master Development and Business Plan based on the recommendations in that report. The updated plan is an opportunity to revisit the Demands / Needs projections in the report to ensure they are accurate, and to update projections over the next 5 years. 315
2 Key components of the update include revisiting the business plan, integrating feedback from the community and staff, and aligning the plan with current community needs.

Phase 1: Start-up Meeting + Data Collection
Phase 2: Public Engagement + Business Plan Update
Phase 3: Updated Illustrative Development Plan + Master Plan Report Phase 4: Final Updated Master Plan Report + Board of Trustees Presentation Phase 1: Phase I: Start-up Meeting + Data collection
Task 1.1: Project Start-Up Meeting
Phase 1 will set the stage for the project with a start -up meeting to review key project parameters via videoconference with our team and the City’s project team where we will:
 Introduce the project team members
 Discuss and confirm the scope of work, methodology, and schedule  Confirm communications protocol, billing procedures, and other administrative items relating to the contract, including establishing a regular bi-weekly meeting schedule 316
3 T
ask 1.2: Background Data Collection and Review
To provide all necessary background information to enable us to complete our tasks outlined in this work plan. Baseline information will include but not be limited to:
 The last 5 years of Interment, Sales, and Inventory records  Service level reports
 Community and Staff feedback
 Incorporate data sources, population projections and other key findings from the General Plan Update
 Any additional relevant reports and studies that are available We will also provide an overview of the current trends and best practices within the cemetery industry and identify critical elements and key resources which could benefit the cemetery through the Master Plan Update. The data collection will also include a review of feedback from the community regarding service offerings not currently offered at the Cemetery, such as grave site services, viewings, and religious ceremonial practices. This work will be summarized in a report produced at the end of this phase, the contents of which will be built upon and will further inform the next phases of the work plan.

Meetings Deliverables Proposed Client Responsibilities
Phase 1  Start-up meeting
 Project update
meetings
 Meeting agendas
and minutes
 Engagement Plan
 Topo Survey
 Attend meetings and invite
appropriate internal staff
 Provide relevant background data
Ph
ase 2: Engagement + Business Plan Update
317
4 T
ask 2.1: Demands / Needs Analysis
Chapter 2 – Needs Analysis of the 2020 Master Plan will be updated with current sales and inventory data.

An analysis of this data will inform the updates to the 25-year forecasted interment demand and needs.

The effects of the Covid -19 pandemic will be evaluated to understand any anomalies with the sales and interment data.

The financial plan update will also include an update to the Regional Cemetery Market Price Benchmark Study that was completed after the 2020 Master Plan. The Price Benchmarking and Pricing Update to be presented to the Board/Council
We will revisit the Master Plan report section 7.3 - Endowment Care Fund, Sustainability, Legislation, Current +
B
est Practices and update the ECF historic performance graph with data from the last 5 years.

Task 2.4: Public Engagement
We will implement the approved engagement plan drafted during Phase 1 which will include an online survey with targeted questions that will inform the updated master plan. A summary of the engagement plan will be published on the Cemetery website along with the updated Illustrative Development Plan when it is completed in the following phase . We will summarize and collate the engagement results for the City and present them to you in an Engagement Summary Report. 318
5 T
ask 2.5: Stakeholder Engagement
Two members of our team will meet in -person with the local Police and Fire Services, VFW and American Legion to gain an understanding of the Veterans memorial requirements. We will ask questions to understand the space requirements, materiality , memorialization preferences, and other relevant information to guide the design.

Meetings Deliverables Proposed Client Responsibilities
Phase 2
 Internal and external
stakeholder Interviews
 Presentation of
engagement feedback
and preliminary
concept to the Board of
Trustees
 Online Survey
 Engagement
Summary
 Attend project meetings and virtual
engagement sessions
Phase 3: Updated Illustrative Development Plan + Cost Estimate The final updates to the Master Plan will incorporate the key findings of the Demands / Needs analysis and identify the priorities for the Phase 2 development. An order of magnitude cost estimate will include a breakdown for each phase.

Task 3.1: Update Illustrative Development Plan
The cemetery Illustrative Development Plan will be updated and will include an o verall phasing diagram. A detailed concept plan for the Phase II development will identify a layout of new or expanded interment services. The Phase II plan will focus on the following:
 Removal and relocation of the existing operations building and proposing adapting this space for interments.
 Expansion of the interment space into the NE corner of the cemetery (previously material storage)
 New interment space (columbarium, in-ground cremation, or other interment) within the area currently occupied by the operations building
 In-ground expansion into the area directly north of the developed area (north of the fence d
ar
ea) that will consider single full-casket lots
 New location and concept design for a Veteran’s and First Responders Memorial and for the future build-out of the memorial with limited impact on cemetery operations.  Design of the temporary maintenance yard within Parcel 5 to include a layout to show how the Cemetery staff and General City Maintenance staff could use the site.

We will initiate this task after reviewing and analyzing feedback from the online survey and the internal and external stakeholder meetings.
319
6 T
ask 3.2: Cost Estimate
Appendix A – Future Capital Expenditures of the Fee Study will be updated based on the changes to the updated Development Plan and current construction costs. The Cost Estimate will be an order of magnitude and organized by phase.

Meetings Deliverables Proposed Client Responsibilities
Phase 3  Biweekly meetings
 Design review
meeting
 Draft Illustrative Development
Plan
 Draft Cost Estimate
 Meeting agendas and minutes
 Coordinate internal
stakeholders
 Review of draft deliverables
Phase 4: Updated Master Plan Report + Council Presentation We will integrate all the key findings, insights, and recommendations from the previous phases of work into the Updated Master Plan Report. The key components of the update will include an update to the Business Plan and Development Plan.

We will prepare and submit Draft and Final versions of the report to the City’s team, with subsequent review meetings where we will receive and incorporate comments and revisions.

When the Final Update is accepted by the City’s team, we will prepare and present a presentation of the final report to the City Council.

ASSUMPTIONS
320
7  The Demands / Needs Analysis and Endowment Care Fund analysis will begin after all ba
ckground data is received.
 A new land survey is not required for the updated plan.  All engagement will be done virtually with the option of conducting in-person engagement sessions with internal and external stakeholders.
 Two people from LEES will attend in-person engagement VFW / American Legion for the Veteran’s memorial is included.
 The topographic survey is not a boundary survey and the property lines will be shown for r
eference only. The file will be an electronic AutoCAD Civil 3D file.  Record of Survey(s), Lot Line Adjustment(s), Corner Records or filing of Maps are not included in this scope.
 CEQA is not required for the Master Plan Refresh.

FEES
We propose the above program of consulting services be provided for a fixed fee of $113,290, including disbursements and excluding applicable taxes.

Phase Fee
Phase 1: Start-up Meeting + Data Collection $5, 598
Phase 2: Public Engagement + Business Plan Update + Price Benchmarking $28 ,703 Phase 3: Updated Illustrative Development Plan + Master Plan Report $34, 057 Phase 4: Final Updated Master Plan Report + Council Presentation $1 5,110 Topographic Survey $1 7 ,600
Disbursements for Optional Site Visits: $1 2,222.00
Total: $113,290
Disbursements/Allowances
Our proposed approach for this project requires a budget allowance of $12,222.00 to cover disbursements for in-person engagement for the Veteran’s Memorial and an optional site visit for the Council presentation.

Costs will be billed as incurred up to this limit. All disbursements that are incurred are subject to a 5% administration fee. We cannot guarantee the accuracy of our cost estimations for travel and related costs. 321
8 Payment Terms
Project cost summaries will be included with monthly invoices. Invoices will be based on the percentage of work completed plus any disbursements as of the month- end invoice date. All invoices are payable within 30 days of receipt.

Validity of Proposal
The proposal should be valid for a period of not less than 90 days from the date of submission.

Best Regards,
Jo
sh Bernsen, BCSLA, OALA, CSLA | Practice Lead, Senior Landscape Architect 322
9 APPENDIX A: FEE TABLE
323
2 9 16 23 2 9 16 23 1 6 13 20 27 4 11 18 25 1 8 15 22 29 1 6 13 20 27 3 10 17 24 Phase 1: Start-up Meeting + Data Collection Legend
Start-Up Meeting Project Work
Data Request Form, Collection Documentation + Follow Up p p Deadline Engagement Plan p p Meeting
Biweekly Project Meetings with Client m Engagement
Phase 2: Public Engagement + Business Plan Update
Research. Data Review + Processing p p p
Demands Needs Analysis p p p
Financial and Endowment/Perpetual Care Fund Analysis p p p Price Benchmarking - Update p p p
Virtual Interviews with Internal Stakeholders
Virtual Interviews with External Stakeholders
In-person Engagement with VFW / American Legion
Online Survey
Engagement Summary
Biweekly Project Meetings with Client
Phase 3: Updated Illustrative Development Plan + Master Plan Report Internal Design Workshop
Draft Overall Concept
Draft Phase II Plan (Columbaria Expansion, New In-ground, New Ops Bldg) Draft Veterans Memorial Concept Design
Draft Cost Estimate Update - All Phases
Client Review Mtg
Review meeting with VFW / American Legion (virtual)
Final Overall Concept
Final Veterans Memorial Concept Design
Final Phase I Plan (Columbaria Expansion, New In-ground, New Ops Bldg) Final Cost Estimate Update - All Phases
Biweekly Project Meetings with Client
Phase 4: Final Updated Master Plan Report + Council Presentation Internal Review
Client Review
Final Report
Final Review
Project Meetings with Client
Council Presentation (Slide Prep + Meeting)
Wildomar Cemetery - Financial Update and Updated Concept Plan Feb-26 Mar-26
Draft report
Aug-26
Project Schedule - February 4, 2026
Apr-26 May-26 Jun-26 Jul-26
324
RIV #4821-1277-4564 v1
B-1
EXHIBIT "B"

COMPENSATION
I
. Service Provider shall use the following rates of pay in the performance of the Services:

The hourly rate for any subcontractor is not to exceed $325 per hour without written authorization from the City Manager or his designee.

A. David Evans and Associates.

I
V. The total compensation for the Services shall not exceed $113 ,290.00, as provided in Section 4 “Compensation and Method of Payment” of this Agreement. 325
RIV #4821-1277-4564 v1
C-1
EXHIBIT "C"
Insurance Requirements
Service Provider shall procure and maintain, for the duration of the Agreement, 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 Service Provider , its agents, representatives, or employees.

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

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Service Provider has no owned autos, Code 8 (hired) and 9 (non- owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

4. Professional Liability (Errors and Omissions) Insurance appropriate to the Service Provider’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. The Retroactive Date must be shown and must be before the date of the Agreement or the beginning of Agreement work. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement of work. If coverage is canceled or non- renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the Agreement effective date, the Service Provider must purchase “extended reporting” coverage for a minimum of five (5) years after completion of Agreement work. A copy of the claims reporting requirements must be submitted to the City for review.

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 work or operations performed by or on behalf of the Service Provider including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Service Provider’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).

Notice of Cancellation
Service Provider shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Service Provider shall forthwith obtain and submit proof of substitute insurance.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Service Provider to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City.
327
RIV #4821-1277-4564 v1
C-3
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

CITY OF WILDOMAR

CITY COUNCIL REGULAR MEETING

CONSENT CALENDAR
Agenda Staff Report # 1.13

Meeting Date: February 10, 2026
SUBJECT:

Professional Services Agreement with Mark Thomas &
Company, Inc. for Engineering and Design Services for Bundy Canyon Road (West) Widening and Active Transportation Plan Improvements Project (Mission Trail to Canyon Ranch Road) (CIP 090 and CIP 092)
SUBMITTED BY:

Jason Farag, Public Works Director/City Engineer
PREPARED BY:

Ninette Eva, Associate Engineer

ACTION:

1. Authorize the City Manager to execute a Professional Services Agreement between the City of Wildomar and Mark Thomas.

2. Authorize the Public Works Director/City Engineer to approve change orders up to 10% of the contract amount for required additional services.

3. Authorize the Public Works Director/City Engineer to approve budgeted optional tasks, with Mark Thomas to proceed only upon receiving written authorization.

4. Approve a deappropriation of Fund 503 (TUMF) to decrease $360,870 from CIP 090 and approve a supplemental appropriation for Fund 503 (TUMF) to increase $360,870 in expenditures for CIP 092.

SUMMARY:

The proposed Professional Services Agreement with Mark Thomas will provide design services for the preparation of plans, specifications, and cost estimates for the Bundy Canyon Road (West) Widening and ATP Improvement Project (CIP 090 and CIP 092).

BACKGROUND:

Included in the City's 5-Year Capital Improvement Program (CIP) are the Bundy Canyon Rd.

West Widening and ATP Improvements (CIP 090) and the Bundy Canyon Rd. Sidewalk and Bike Lanes Projects (CIP 092) (Projects). CIP 092 received $381,325 in grant funding from the Riverside County Transportation Commission to close sidewalk and bike lane gaps on Bundy Canyon Rd. between the Elsinore High School (Almond St.) and Canyon Ranch Rd.

CIP 090 includes the widening of Bundy Canyon Rd. between Mission Trail and Almond St. and joins CIP 092 at the intersection of Bundy Canyon Rd. and Almond St.

Due to the grant funding received, the CIP 092 improvements must be constructed as soon as possible to ensure the grant funds are used within the required timeframe. While there is no specific time constraint to construct CIP 092, it is important to ensure that the designs of the two Projects are consistent with each other since the Projects connect at a common 329
intersection at Almond St.

DISCUSSION:

Staff prepared a formal Request for Proposals (RFP) for Professional Services to design both Projects. Proposals were solicited through PlanetBids on March 24, 2025. Proposals were submitted by four (4) firms on April 24, 2025.

The four firms that submitted proposals were:

Mark Thomas & Company
TKE Engineering
H.W. Lochner
Engineering Resources of Southern California (ERSC)

A proposal review panel was selected to review and evaluate the proposals based on specific evaluation criteria included in the RFP, which included:

past experience of similar projects
understanding of the proposed work
detailed scope of work,
proposed team qualifications

Based on the results of the panel’s evaluations, the firm of Mark Thomas & Company, Inc. (Mark Thomas, Consultant), was selected as the most qualified to perform the services. Staff entered negotiations on the cost proposal with Mark Thomas after selecting them as the most qualified. Mark Thomas’ total cost in the original proposal, submitted per the RFP and including full design for both Projects, was $1,600,834. Following negotiations and after internal review, the CIP 090 scope was reduced from a full design to preliminary engineering and conceptual design. Much of CIP 090 remains undeveloped, and there are some development projects within the limits of the project that are required to construct frontage improvements within the project limits. In addition, a Master Drainage Plan storm drain is proposed within the limits of CIP 090 that is dependent on downstream storm drains on Mission Trail.

Based on these considerations and also considering other CIP priorities and TUMF funding limitations, the scope of services was modified to prepare conceptual plans for CIP 090 to ensure that the designs of both Projects are consistent and to provide enough detail for future planning and design of CIP 090. More specifically, the work for CIP 090 will include site investigation and detailed utility research to verify existing conditions and identify key constraints, preparation of conceptual roadway and alignment exhibits that evaluate widening, multimodal transportation enhancements (bike lanes, sidewalks, bus stops, etc.) drainage considerations, ROW impacts, and utility conflicts for the full design of Bundy Canyon Road West widening in the future. The scope of work will also include the preparation of a full design, plans, specifications, and estimate package for the widening and active transportation improvements between Almond St. and Canyon Ranch Rd. (CIP 092). As a result, the final negotiated amount for the revised scope of work was reduced to $578,405.

Staff and the Consultant have finalized a Services Agreement including a detailed scope of work and fee, which are included in Attachment A. Included in the scope of work is an optional Record of S
urvey for CIP 090. This task involves preparing a formal surveyed map that 330
documents property boundaries, right-of-way lines, and other legal survey information needed for the City’s records. This phase is optional and would only be completed if the City chooses to authorize it.

Staff recommends that the City Council authorize the City Manager to execute a Professional Services Agreement between the City of Wildomar and Mark Thomas, authorize the Public Works Director/City Engineer to approve change orders up to 10% of the contract amount for required additional services, and authorize the Public Works Director/City Engineer to approve the budgeted optional tasks, with Mark Thomas to proceed only upon receiving written authorization.

ACCOUNT CODE:

Budget Amendments
CIP 092
Fund 503 (TUMF)
Expenditures = $360,870

CIP 090
Fund 503 (TUMF)
Expenditures = ($360,870)

FISCAL IMPACT:

The cost of the proposed services by Mark Thomas is $578,405 which includes $511,035 for CIP 092 and $45,800 for CIP 090 and $21,570 for optional tasks. Total cost of the project design is estimated at $636,245 including staff project administration costs and proposed 10% contingency.

There are adequate TUMF funds in the budget to cover the proposed costs, however staff recommends a budget transfer between CIP 090 and CIP 092 to ensure that the costs are distributed between the two projects consistent with the design engineer's fees. Therefore, staff recommends that the City Council approve a deappropriation of Fund 503 (TUMF) to decrease $360,870 from CIP 090 and approve a supplemental appropriation for Fund 503 (TUMF) to increase $360,870 in expenditures for CIP 092.The proposed budget transfer is shown in the Account Code section below.

Funds to cover the cost of the Mark Thomas Agreement are proposed to come from the adjusted project budgets as shown below:

Funding Source
Amount
503 TUMF - CIP 090
$50,380
503 TUMF - CIP 092
$585,870
Total (Including 10% Contingency)
$636,250

ATTACHMENTS:

A - Professional Services Agreement
331
RIV #4821-1277-4564 v1
-1-

AGREEMENT FOR SERVICES
By and Between

THE CITY OF WILDOMAR,
a municipal corporation
and
MARK THOMAS & COMPANY, INC.,
a California corporation
332
RIV #4821-1277-4564 v1 - 1 -

AGREEMENT FOR SERVICES

BETWEEN

THE CITY OF WILDOMAR, CALIFORNIA
AND
MARK THOMAS & COMPANY, INC.

This Agreement for Services (“Agreement”) is entered into as of this 10th day of, February, 2026 by and between the City of Wildomar, a municipal corporation (“City”) and Mark Thomas & Company, Inc., a California corporation (“Service Provider”). City and Service Provider are sometimes hereinafter individually referred to as “Party” and hereinafter collectively referred to as the “Parties.”

RECITALS
A. City has sought, by request for proposal the performance of the services defined and described particularly in Section 2 of this Agreement.

B. Service Provider, following submission of a proposal and quote for the performance of the services defined and described particularly in Section 2 of this Agreement, was selected by the City to perform those services.

C. Pursuant to the City of Wildomar’s Municipal Code, City has authority to enter into this Services Agreement and the City Manager has authority to execute this Agreement.

OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained here and other consideration, the value and adequacy of which are hereby acknowledged, the Parties agree as follows:

SECTION 1. TERM OF AGREEMENT.

Subject to the provisions of Section 20 "Termination of Agreement" of this Agreement, the Term of this Agreement is for two (2) years / twenty-four (24) months commencing on the date first ascribed above.

SECTION 2. SCOPE OF SERVICES & SCHEDULE OF PERFORMANCE. (a) Scope of Services. Service Provider agrees to perform the services set forth in Exhibit “A” “Scope of Services” (hereinafter, the “Services”) and made a part of this Agreement by this reference.
333
RIV #4821-1277-4564 v1 - 2 -
(b) Schedule of Performance. The Services shall be completed pursuant to the schedule specified in Exhibit “A.” Should the Services not be completed pursuant to that schedule, the Service Provider shall be deemed to be in Default of this Agreement. The City, in its sole discretion, may choose not to enforce the Default provisions of this Agreement and may instead allow Service Provider to continue performing the Services.

SECTION 3. ADDITIONAL SERVICES.

SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this Agreement, City agrees to pay Service Provider the amounts specified in Exhibit “B” “Compensation” and made a part of this Agreement by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed Five Hundred Seventy-Eight Thousand Four Hundred Five Dollars ($578,405.00), unless additional compensation is approved in writing in accordance with Section 26 “Administration and Implementation” or Section 28 “Amendment” of this Agreement. In accordance with California Government Code Section 8546.7, if the Not to Exceed Amount exceeds TEN THOUSAND DOLLARS ($10,000.00), this Agreement and the Service Provider's books and records related to this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement.
(b) Each month Service Provider shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month. The invoice shall detail charges by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-Service Provider contracts. Sub-Service Provider charges shall be detailed by the following categories: labor, travel, materials, equipment and supplies. If the compensation set forth in subsection (a) and Exhibit “B” include payment of labor on an hourly basis (as opposed to labor and materials being paid as a lump sum), the labor category in each invoice shall include detailed descriptions of task performed and the amount of time incurred for or allocated to that task. City shall independently review each invoice submitted by the Service Provider to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement.

In the event that no charges or expenses are disputed, the invoice shall be approved and paid according to the terms set forth in subsection (c). In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Service Provider for correction and resubmission.
(c) Except as to any charges for work performed or expenses incurred by Service Provider which are disputed by City, City will use its best efforts to cause Service 334
RIV #4821-1277-4564 v1 - 3 -
Provider to be paid within forty-five (45) days of receipt of Service Provider’s correct and undisputed invoice.
(d) Payment to Service Provider for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Service Provider.

SECTION 5. INSPECTION AND FINAL ACCEPTANCE.

City may inspect and accept or reject any of Service Provider’s work under this Agreement, either during performance or when completed. City shall reject or finally accept Service Provider’s work within sixty (60) days after submitted to City. City shall reject work by a timely written explanation, otherwise Service Provider’s work shall be deemed to have been accepted. City’s acceptance shall be conclusive as to such work except with respect to latent defects, fraud and such gross mistakes as amount to fraud.

Acceptance of any of Service Provider’s work by City shall not constitute a waiver of any of the provisions of this Agreement including, but not limited to, Section 16 “Indemnification” and Section 17 “Insurance.”
SECTION 6. OWNERSHIP OF DOCUMENTS.

All Final Work Product developed by Service Provider in the course of providing the Services pursuant to this Agreement shall become the sole property of City and may be used, reused or otherwise disposed of by City without the permission of the Service Provider. Upon completion, expiration or termination of this Agreement, Service Provider shall turn over to City all such Final Work Product if paid for by the City. This provision specifically excludes Service Providers’ work notes and drafts, which are owned by Service Provider, not City.
335
RIV #4821-1277-4564 v1 - 4 -
SECTION 7. SERVICE PROVIDER'S BOOKS AND RECORDS.
(a) Service Provider shall maintain any and all documents and records demonstrating or relating to Service Provider’s performance of the Services. Service Provider shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to work, services, expenditures and disbursements charged to City pursuant to this Agreement. 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 Service Provider pursuant to this Agreement. Any and all such documents or records shall be maintained for three (3) years from the date of execution of this Agreement and to the extent required by laws relating to audits of public agencies and their expenditures.
(b) 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 Service Provider’s address indicated for receipt of notices in this Agreement.
(c) Where City has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or termination of Service Provider’s business, City may, by written request, require that custody of such documents or records be given to the City. Access to such documents and records shall be granted to City, as well as to its successors in interest and authorized representatives.

SECTION 8. INDEPENDENT CONTRACTOR.
(a) Service Provider is and shall at all times remain a wholly independent contractor and not an officer, employee or agent of City. Service Provider shall have no authority to bind City in any manner, nor to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City.
(b) The personnel performing the Services under this Agreement on behalf of Service Provider shall at all times be under Service Provider’s exclusive direction and control. Neither City, nor any elected or appointed boards, officers, officials, employees or agents of City, shall have control over the conduct of Service Provider or any of Service Provider’s officers, employees, or agents except as set forth in this Agreement. Service Provider shall not at any time or in any manner represent that Service Provider or any of Service Provider’s officers, employees, or agents are in any manner officials, officers, employees or agents of City.
336
RIV #4821-1277-4564 v1 - 5 -
(c) Neither Service Provider, nor any of Service Provider’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. Service Provider expressly waives any claim Service Provider may have to any such rights.

SECTION 9. STANDARD OF PERFORMANCE.

Service Provider represents and warrants that it has the qualifications, experience and facilities necessary to properly perform the Services required under this Agreement in a thorough, competent and professional manner. Service Provider shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all Services. In meeting its obligations under this Agreement, Service Provider shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to the Services required of Service Provider under this Agreement. In addition to the general standards of performance set forth this section, additional specific standards of performance and performance criteria may be set forth in Exhibit “A” “Scope of Work” that shall also be applicable to Service Provider’s work under this Agreement. Where there is a conflict between a general and a specific standard of performance or performance criteria, the specific standard or criteria shall prevail over the general.

SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES.

Service Provider 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 Agreement. Service Provider shall obtain any and all licenses, permits and authorizations necessary to perform the Services set forth in this Agreement. 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 Service Provider to comply with this section.

SECTION 11. PREVAILING WAGE LAWS
Service Provider acknowledges that certain portions of the Services may constitute “public works” within the meaning of California Labor Code § 1720 et seq., depending on how such Services are performed. Service Provider is solely responsible for determining the applicability of California prevailing wage requirements to the Services and, if applicable, for full compliance with all requirements of the California Labor Code, including but not limited to Labor Code §§ 1720–1782, the payment of prevailing wages, registration with the Department of Industrial Relations, and submission of certified payroll records.

Service Provider must require any subconsultants, subcontractors, or any other persons or entities performing any portion of the Services to comply with all applicable prevailing wage requirements.

Service Provider must defend, indemnify, and hold harmless City and its officials, employees, and agents from and against any and all claims, penalties, liabilities, costs, 337
RIV #4821-1277-4564 v1 - 6 -
or expenses arising out of or related to the acts or omissions of Service Provider, or any subconsultants, subcontractors, or other persons or entities at any tier engaged in the performance of the Services, in failing to comply with applicable prevailing wage laws.

SECTION 12. NONDISCRIMINATION.

SECTION 13. UNAUTHORIZED ALIENS.

Should Service Provider so employ such unauthorized aliens for the performance of the Services, and should the any liability or sanctions be imposed against City for such use of unauthorized aliens, Service Provider hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including attorneys' fees, incurred by City.

Service Provider agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. (b) City understands and acknowledges that Service Provider is, as of the date of execution of this Agreement, independently involved in the performance of non-related services for other governmental agencies and private parties. Service Provider is unaware of any stated position of City relative to such projects. Any future position of City on such projects shall not be considered a conflict of interest for purposes of this section. (c) City understands and acknowledges that Service Provider will perform non- related services for other governmental agencies and private Parties following the completion of the Services under this Agreement. Any such future service shall not be considered a conflict of interest for purposes of this section.

SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION. (a) All information gained or work product produced by Service Provider in performance of this Agreement shall be considered confidential, unless such information 338
RIV #4821-1277-4564 v1 - 7 -
is in the public domain or already known to Service Provider. Service Provider shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the City Manager, except as may be required by law.
(b) Service Provider, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the City Manager or unless requested by the City Attorney of City, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Service Provider gives City notice of such court order or subpoena.
(c) If Service Provider, or any officer, employee, agent or subcontractor of Service Provider, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Service Provider for any damages, costs and fees, including attorney's fees, caused by or incurred as a result of Service Provider’s conduct.

Service Provider shall promptly notify City should Service Provider, its officers, employees, agents or subcontractors, be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder. City retains the right, but has no obligation, to represent Service Provider or be present at any deposition, hearing or similar proceeding.

Service Provider agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Service Provider. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. Service Provider shall not be held criminally or civilly liable under any Federal or State trade secret law for the disclosure of a trade secret that is made in confidence to a Federal, State, or local government official or to an attorney solely for the purpose of reporting or investigating a suspected violation of law or for the disclosure of a trade secret that is made in a complaint or other document filed in a lawsuit or other proceeding, if such filing is made under seal.

SECTION 16. INDEMNIFICATION.

A. General
(1) Indemnification for Professional Liability. Where the law establishes a professional standard of care for Service Provider’s services, to the fullest extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents (“Indemnified Parties”) from and against any and all liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees) arise out of, are a consequence of, or are in any way attributable to, in whole or in part, any negligent or 339
RIV #4821-1277-4564 v1 - 8 -
wrongful act, error or omission of Service Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub-contractors of Service Provider, in the performance of professional services under this Agreement.
(2) Indemnification for Other than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Service Provider shall indemnify, protect, defend and hold harmless City, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney’s fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Service Provider, or by any individual or entity for which Service Provider is legally liable, including but not limited to officers, agents, employees or sub-contractors of Service Provider. (3) Indemnification from Sub-Service Providers. Service Provider agrees to obtain executed indemnity agreements with provisions identical to those set forth in this section from each and every sub-Service Provider or any other person or entity involved by, for, with or on behalf of Service Provider in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Service Provider fails to obtain such indemnity obligations from others as required herein, Service Provider agrees to be fully responsible according to the terms of this section. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth herein is binding on the successors, assigns or heirs of Service Provider and shall survive the termination of this Agreement or this section. (4) City’s Negligence. The provisions of this section do not apply to claims occurring as a result of City’s sole negligence. The provisions of this section shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officials, employees and agents.

B. Design Professional Indemnification
To the extent Service Provider or any sub-consultants are Design Professionals as defined in Civil Code Section 2782.8, the following indemnification provisions shall apply:
(1) Indemnification by Design Professional. Where the services to be provided by Design Professional under this Agreement are design professional services, as that term is defined under Civil Code Section 2782.8, Design Professional agrees to indemnify, defend and hold harmless, the City, its officers, officials, employees and volunteers from any and all claims, demands, costs or liability that actually or allegedly arise out of, or pertain to, or relate to the negligence, recklessness or willful misconduct of Design Professional and its agents in the performance of services under this contract, but this indemnity does not apply to liability for damages for bodily injury, property damage 340
RIV #4821-1277-4564 v1 - 9 -
or other loss, arising from the sole negligence, active negligence or willful misconduct by the City, its officers, official employees, and volunteers. If it is finally adjudicated that liability is caused by the comparative active negligence or willful misconduct of the City, then Design Professional’s indemnification and defense obligations shall be reduced in proportion to the established comparative liability of the City and shall not exceed the Design Professional’s proportionate percentage of fault. (2) As respects all acts or omissions which do not arise directly out of the performance of design professional services, including but not limited to those acts or omissions normally covered by general and automobile liability insurance, Design Professional agrees to indemnity, defend and hold harmless the City, its officers officials, employees and volunteers for an against any claim, demands, losses, liability of any kind or nature arising out of or in connection with the Design Professional's performance or failure to perform under the terms of this contract, excepting those which arise out of the active negligence, sole negligence or willful misconduct of the City, its officers, officials, employees and volunteers.
(3) Indemnification from Sub-consultants. Design Professional agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this section from each and every sub-consultant, sub-contractor or any other person or entity involved by, for, with or on behalf of Design Professional in the performance of this Agreement naming the Indemnified Parties as additional indemnitees. In the event Design Professional fails to obtain such indemnity obligations from others as required here, Design Professional agrees to be fully responsible according to the terms of this section.

Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth herein is binding on the successors, assigns or heirs of Design Professional and shall survive the termination of this Agreement or this section.
(4) City's Negligence. The provisions of this section do not apply to Claims occurring as a result of City’s sole negligence. The provisions of this section shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officials, employees and agents.

SECTION 17. INSURANCE.

SECTION 18. ASSIGNMENT.

The expertise and experience of Service Provider are material considerations for this Agreement. City has an interest in the qualifications and capability of the persons 341
RIV #4821-1277-4564 v1 - 10 -
and entities who will fulfill the duties and obligations imposed upon Service Provider under this Agreement. In recognition of that interest, Service Provider shall not assign or transfer this Agreement or any portion of this Agreement or the performance of any of Service Provider’s duties or obligations under this Agreement without the prior written consent of the City. Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this Agreement entitling City to any and all remedies at law or in equity, including termination of this Agreement pursuant to Section 20 “Termination of Agreement.” City acknowledges, however, that Service Provider, in the performance of its duties pursuant to this Agreement, may utilize sub-contractors.

SECTION 19. CONTINUITY OF PERSONNEL.

SECTION 20. TERMINATION OF AGREEMENT.
(a) City may terminate this Agreement, with or without cause, at any time by giving thirty (30) days written notice of termination to Service Provider. In the event such notice is given, Service Provider shall cease immediately all work in progress. (b) Service Provider may terminate this Agreement for cause at any time upon thirty (30) days written notice of termination to City. (c) If either Service Provider or City fail to perform any material obligation under this Agreement, then, in addition to any other remedies, either Service Provider, or City may terminate this Agreement immediately upon written notice. (d) Upon termination of this Agreement by either Service Provider or City, all property belonging exclusively to City which is in Service Provider’s possession shall be returned to City. Service Provider shall furnish to City a final invoice for work performed and expenses incurred by Service Provider, prepared as set forth in Section 4 “Compensation and Method of Payment” of this Agreement. This final invoice shall be reviewed and paid in the same manner as set forth in Section 4 “Compensation and Method of Payment” of this Agreement.

SECTION 21. DEFAULT.

In the event that Service Provider is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Service Provider for any work performed after the date of default. Instead, the City may give notice to Service Provider of the default and the reasons for the default. The notice shall include the timeframe in which Service Provider may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Service Provider is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on 342
RIV #4821-1277-4564 v1 - 11 -
the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Service Provider does not cure the default, the City may take necessary steps to terminate this Agreement under Section 20 “Termination of Agreement.” Any failure on the part of the City to give notice of the Service Provider’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.

SECTION 22. EXCUSABLE DELAYS.

SECTION 23. COOPERATION BY CITY.

SECTION 24. NOTICES.

To City: City of Wildomar
Attn: City Manager
23873 Clinton Keith Rd., Suite 201
Wildomar, CA 92595
To Service Provider: Mark Thomas & Company, Inc.

Attn: Josh Cosper
4200 Concours Street, Suite 330
Ontario, CA 91764
Notice shall be deemed effective on the date personally delivered or transmitted by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service.

SECTION 25. AUTHORITY TO EXECUTE.

Each of the signatories hereto represents and warrants that he or she is competent 343
RIV #4821-1277-4564 v1 - 12 -
and authorized to enter into this Agreement on behalf of the Party for whom he or she purports to sign. Each Party hereto agrees to defend, indemnify, and hold harmless the other Parties hereto against all claims, suits, actions, and demands, including necessary expenses of investigation and reasonable attorneys' fees and costs, arising out of claims that its signatory was not competent or so authorized to execute this Agreement.

SECTION 26. ADMINISTRATION AND IMPLEMENTATION.

SECTION 27. BINDING EFFECT.

This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.

SECTION 28. AMENDMENT.

No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Service Provider and by the City. The City Manager shall have the authority to approve any amendment to this Agreement if the total compensation under this Agreement, as amended, would not exceed the City Manager’s contracting authority under the Wildomar Municipal Code. The Parties agree that the requirement for written modifications cannot be waived and that any attempted waiver shall be void. The City’s City Manager may, but is not required to, make minor amendments not affecting substantive terms without further authorization from the City Council. The City Council hereby authorizes the City Manager to execute any such amendments as required by this Agreement or that do not otherwise reduce City’s rights under this Agreement. All other amendments shall be approved by the City Council.

SECTION 29. WAIVER.

SECTION 30. LAW TO GOVERN; VENUE.

SECTION 32. ENTIRE AGREEMENT.

SECTION 33. SEVERABILITY.

SECTION 34. CONFLICTING TERMS.

IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written.

CITY OF WILDOMAR
___________________________
Chris Mann
City Manager
ATTEST:
___________________________
Janet Morales
City Clerk
345
RIV #4821-1277-4564 v1 - 14 -

APPROVED AS TO FORM
_______________________________
Thomas D. Jex
City Attorney
___________________________________
By: By:

Zach Siviglia Matt Brogan
Its: President/CEO Its: Secretary
NOTE: SERVICE PROVIDER’S SIGNATURES SHALL BE DULY NOTARIZED,

AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY

BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR

OTHER RULES OR REGULATIONS APPLICABLE TO SERVICE
PROVIDER’S BUSINESS ENTITY.
346
RIV #4821-1277-4564 v1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF
On ______________, before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER____________________________
__________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_________________________________________
_________________________________________
___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
347
RIV #4821-1277-4564 v1

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
348
RIV #4821-1277-4564 v1
EXHIBIT "A"

SCOPE OF SERVICES
349
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 1

PHASE 1 – BUNDY CANYON ROAD FROM ALMOND STREET TO

CANYON RANCH ROAD
TASK 1.1 – PROJECT ADMINISTRATION
Task 1.1.1 – Project Management / Administration

1.1.1- Project Administration
Mark Thomas will perform project administration. Th e tasks will include documentation, meeting managem ent, budget tracking, scheduling, project task tracking, etc to help the project stay on track.

1.1.2 - Meetings
Upon the notice to proceed, a kickoff meeting and c oordination meeting will be held with the appropria te team members to establish the key contacts, design direc tives protocol, discuss issues, confirm objectives and schedule of deliverables. Follow up meetings after the kickoff will be workshops (up to 2) with key City staff me mbers focused on presenting initial alternatives, results from su rvey and public input, and planning on final outrea ch / presentation efforts. Lastly, our team will conduct monthly vir tual coordination / check-in meetings with City sta ff after kickoff meeting throughout the Preliminary Design and Final Design Phases (up to 12).

1.1.3 – QA/QC
Mark Thomas will prepare, implement and maintain a Project-Specific Quality Management System (QMS) Ma nual through the service for this scope of work. QMS Man ual for review and concurrence within one month. Th is task also includes Quality Assurance activities.

ASSUMPTIONS
• Assumes up to 18 months of monthly coordination mee tings with the City to complete the Preliminary Design and Final Design Phases.
• Phase 1 and Phase 2 Meetings will be run concurrent ly.

DELIVERABLES
 Progress Reporting
 Meeting Agendas, Exhibits and Minutes
o Kick-off Meeting
o Workshops (2)
o Monthly Project Development Team Meetings (12)
 Quality Assurance Checklists / Review Notes for Milestone Submittals TASK 1.2 – TOPOGRAPHIC SURVEY, UTILITY RESEARCH AND PROJECT DATA

COLLECTION
Task 1.2 – Preliminary Site Investigation / Preliminary Project Description

1.2.1 - Preliminary Site Investigation and Preliminary Project Description Mark Thomas will field walk site and inventory visi ble utility, topography, drainage, and other notabl e features to consider in preliminary engineering. Additionally, Mark Thomas will generate field notes, a 360-degree photograph log with GIS mapping link, and video recordings of the field walk. Our team will conduct a field revi ew of existing curb, gutter, driveways, pavement, utilities, and r ight-of-way fence conditions along the entire Bundy Canyon Road corridor (Almond Street to Canyon Ranch Road).
350
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 2

Mark Thomas will also secure available record maps, plans, as-builts and survey information from the C ity, Riverside County (Assessor’s, Surveyor, and Transportation Department), Riverside County Flood Control & Water Conservation District (RCFC & WCD), and Caltrans Di strict 8 and compile them into an organized file to be used as supplemental design information throughout the Prel iminary Design and Final Design Phases.

Upon completion of the preliminary field investigat ions Mark Thomas will prepare and submit a prelimin ary project description which will define the design parameters , typical sections, and potential conflicts.

DELIVERABLES
 » Field Notes
 » 360 Degree Photograph Log
 » Video Recording
 » Preliminary Project Description
 » Compiled As-Builts
Task 1.2.2 – Topographic Survey / Right of Way Base Mapping

1.2.2.1 - Research, Establish Control, Aerial Mapping
Research & Mobilization
Mark Thomas will field walk site and inventory visi ble utility, topography, drainage, and other notabl e features. Prior to commencing any surveying/boundary retracement ac tivities, Mark Thomas will secure available researc h from the City of Wildomar, County of Riverside, and any proj ect information supplied by the city. The following is included as part of this scope of services:

1. Secure available Parcel Map/Tract Map/Records of Survey/Corner Records and other record mapping information from the Riverside County Surveyor.

2. Request from the City of Wildomar and County of Riv erside any available documentation showing centerline monument ties, benchmarks, roadway vacat ion documents, as-built improvement plans, and building and safety related permits/land covenants.

Survey Control
Unless otherwise specified, Mark Thomas will establ ish horizontal control based on California Coordina te System of 1983 (CCS83), Zone V, and vertical control will be based on NAVD88 Vertical Datum, tied to a local City/County benchmark. Horizontal control to be established fro m ellipsoid heights via GPS ties to closest CGPS Stations to the site. Mark Thomas to set temporary control points f or future design and construction survey within the project limits.

Aerial Mapping
Once the project control is established, Mark Thoma s will establish supplemental horizontal and vertic al control necessary for orienting the photogrammetric survey. Mark Thomas will acquire new color stereo image da ta covering the above-mentioned project area that will be suitable in resolution, scale and image quality for developing key topographic break lines and improvem ents. Mark Thomas will collect data during the prim ary data acquisition mission using conventional flight metho ds. Aerial imagery will be obtained when the ground is not obscured by smog, haze, fog or dust, and when cloud or cloud shadow coverage will not appear in any im age. Refer to Figure below illustrating the general footprint of the topographic data/aerial imagery to be captur ed and processed. Magenta areas will include aerial imager y and topographic data/mapping limits.

Mark Thomas will map planimetric feature data withi n the limits in red shown in Figure 1 on the follow ing page in three dimensions to generate an Aerial Topographic Survey Base Map with aerial imagery background at 1 ” = 40’ scale. Mapped features will generally include roof outlines of buildings and other major structures, t ops/toes of channels, edge of pavement for all paved surfaces, manholes, drop inlets, parking areas, curbs/gutters , sidewalks, fences, walls, signs, utility poles, light poles, a bove ground utility service facilities, storm drain facilities, ditches, 351
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 3

streams, trees/tree outlines, dense brush, bulkhead s, and other visible improvements at the surface el evation. Mass points and break lines will be collected along all mapped improvements listed above to create continuo us contours with a 1-foot interval (5-foot index) and a Digital Terrain Model (DTM).

Figure 1 - Limits of Aerial Imagery and Topographic Data/Mapping

T ask 1.2.2.2 – Centerline and Right-of-Way Establishment (LandNet) Mark Thomas will also locate pertinent survey monum ents/cadaster along Bundy Canyon Road, Almond Street, Orange Street, Cherry Street, Sellers Road, Monte Vista Drive, Canyon Ranch Road and the I-15 ramps wi thin the project limits, as needed. Utilizing the record information gathered in Task 1.2.2.1, Mark Thomas will review and analyze the centerline & right of way information o btained and existing survey monuments located withi n the Project limits. Mark Thomas will create a LandNet b ase map in AutoCAD DWG format that includes street centerline and existing rights-of-way based on existing record maps. This effort does not constitute a full and c omplete boundary survey of adjoining land parcels.

The LandNet base map will be used as the basis of e xisting center lines, rights of way, and record eas ements for the Project.

1.2.2.3 - Topographic Design Survey – Bundy Canyon Road Mark Thomas will perform a topographic survey to do cument existing site topography of the Bundy Canyon Road project site as shown in purple on Figure 1 above, in selected areas from Almond Street to Canyon Ranch Road.

Mark Thomas will conduct cross-sections at 50’ inte rvals. Topographic survey will extend to approximately 25’ past right-of-way, where accessible. A combination of co nventional survey and mobile/terrestrial laser scan ning, if needed, will be conducted on the site area to locat e the above ground features. Existing condition fea tures to be collected include but are not limited to: faces/cor ners of buildings, walls/fences, curb and gutter, t op of curb & flowline, ditches, sidewalk, surface-visible utilit ies such as pull boxes, hydrants, vaults & manholes , paint marks of underground utilities (where located), trees greate r than 6” trunk diameter, grade breaks, crown line, driveways, curb ramps, and landscape areas.

Mark Thomas will utilize this information to update existing base mapping and create the final Topographic Survey base map in AutoCAD DWG format and update the DTM to be used as the basis of existing improvements for the Project design.

352
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 4

ASSUMPTIONS
• Up to eight (8) primary control stations will be lo cated. • Up to eight (8) aerial ground control targets will be established. • No invert elevations or dipping of manholes are ant icipated for this task. • There will be no Caltrans “ABC” submittal for this project. • No topographic design survey was included for the P hase 2 improvements, only aerial photogrammetric survey.
• Traffic Control Plans will not be provided for this task and typical MUTCD exhibits shall be sufficient if necessary for encroachment permits.

DELIVERABLES
 Record maps, record documents and Deeds acquired in pdf format  Project Control, Report and Control Diagram (PDF)
 Aerial topographic mapping in AutoCAD C3D format (t opo and planimetrics).  Surface DTM in AutoCAD C3D format
 Color orthophoto imagery at 0.15’ GSD in TIFF forma t  Monument PNEZD Summary T able of found cadastral and Mark Thomas control information in pdf format.  Land Net base map in AutoCAD Civil3d and pdf format s.  Final Topographic base map in AutoCAD Civil3d and pdf formats . 1”=40’, 1’ Contour Intervals.

Task 1.2.3 – Utility Research and Coordination
Mark Thomas will verify all utility owners and cont acts within the Project limits using Underground Se arch Alert.

Mark Thomas will generate Introductory Letters/Records Requests (Utility letter A) on City letterhead and request utility facility mapping or plans. Follow-ups with each utility owner will occur to verify the existen ce of any utilities and to secure available records and as-built inform ation. A utility matrix will be developed to docume nt all correspondence and track conflicts. Utility mapping will be prepared in CAD based upon the utility inf ormation received.

Mark Thomas will prepare and send Utility B and C l etters to utility owners. Utility B letter will be the Relocation Claim Letter with Utility Conflict Sheets after the 60% submittal. Utility C letter will be the Notice to Owners Letters after the 90% submittal to appropriate utility owne rs. Coordination will include preparation of a Util ity Matrix that will capture pertinent utility owner contact inform ation and document correspondence/communication wit h utility owners throughout issuances of the Introductory A L etters through the Notice to Owner to relocate faci lities.

Additionally, Mark Thomas will meet a utility owner in the field or virtually for up to two (2) meetin gs to discuss project information and identify potential resoluti ons for utility conflicts.

ASSUMPTIONS
• After issuance of the C Letters to Utility Owners, the City will coordinate relocation efforts directly with the Utility Owners.
• Up to $500 in Other Direct Costs have been included to secure as-builts and record maps.

DELIVERABLES
 Utility Introductory Letters
 Utility As-Builts/Records Requests for Utility Base Mapping  Preliminary Utility Management Matrix
 Utility Base Map
 Utility Owner Meetings (Up to 2)
 Utility B & C Letters
353
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 5

Task 1.2.4 – Utility Potholes
Mark Thomas will develop Utility Pothole Plans prio r to commencement of performing utility pothole / p ositive location services. Utility Pothole Plans will show locations of potholes (i.e. northings, eastings, e xisting surface elevations) and will be utilized as the basis of ut ility pothole work with our pothole contractor (C-B elow) and for permitting purposes. Mark Thomas will potholing exi sting underground utilities to avoid conflicts with proposed improvements for up to twelve (12) locations.

ASSUMPTIONS
• We have included an allowance of up to $22,500 as o n Other Direct Cost which will allow for approximat ely 12 potholes and permanent repair to asphalt concret e pavement. This is a budgetary number and Mark Thomas will develop a utility pothole plan and obtain an official scope of services / fee from a qualified utility pothole contractor to provide to the City for appro val prior to authorization. • Up to $5,000 has been included as an Other Direct C ost for traffic control services during potholing a nd dipping of any sewer manholes within the project li mits. • Engineered Signed Traffic Control Plans are not req uired for permitting. All traffic control will be in accordance with Manual of Uniform Traffic Control D evices / Work Area Traffic Control Handbook for uti lity potholing and positive location work.
• All work will be performed through a no-fee encroachment permit to be issued by the City. No potholes will occur within Caltrans right of way either.

DELIVERABLES
 Utility Potholes (up to 12)
 Utility Pothole Plans
 Utility Pothole Summary Report / Matrix

TASK 1.3 – PRELIMINARY DESIGN
Task 1.3.1 – Concept Alignment Exhibit
Mark Thomas will develop preliminary project concep t exhibits and meet with City staff to screen poten tial hardscape, landscape, lighting, bikeway, and site a menity elements to build into the project. These ex hibits will be used to screen initial elements while topographic s urvey. Initially, we will develop typical sections for two alternatives and meet with the City via workshop to discuss pros / cons and identify challenges for ea ch segment to screen down to one (1) alternative. Based upon the results of the initial, Mark Thomas will finalize a Draft Concept Alignment Exhibit that include the following for al ternative:
 Existing topographic / rights of way / centerline a lignments.  Geometric improvements including roadway, raised me dians, sidewalks, striping, bikeway features, curb ramps, location of new signal improvements, etc. vi a strip map / roll plot.  Up to three (3) Typical Sections.
 Concept Cost Estimate of Probable Construction Cost s.

It is assumed up to one (1) draft submittal will be provided to the City for review, and Mark Thomas w ill conduct a second workshop with City staff to screen out final comments from City staff and develop a Final Draft Concept Alignment Exhibit to utilize as the basis of the Fi nal Design Phase submittals and improvements.

DELIVERABLES
 Initial Concept Exhibits (Cross Sections) in pdf fo rmat  Concept Alignment Exhibit (GAD’s)
o Geometric Roll Plot in PDF format
o Concept Cost Estimate of Probable Construction Cost s in PDF format 354
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 6

Task 1.3.2 – Community Outreach and Public Presentations Community Engagement
Mark Thomas will develop a Project Fact Sheet that is inclusive of both Project phases for the City to provide to the general public and promote general Project awarenes s. Additionally, Mark Thomas will develop a and Street View Rendering with Typical Sections (up to three) in jpeg format.

Public Presentations
Upon completion of the draft Concept Alignment Exhi bit in both T asks 1.3.1 and 2.3.1, Mark Thomas will work with the City to conduct an in-person Town Hall Outreach Event or City Council Presentation where project t eam members and City Staff will utilize the Concept Alignment Exhibits and supplemental graphics (Fact Sheet, Rendering, Sections per above) to further promote project awareness and solicit final comments through comment forms and sticky note attachments to the alignments .

ASSUMPTIONS
• The Town Hall Outreach Event location, advertisemen t and logistics will be coordinated by City staff, if necessary.

DELIVERABLES
 Up to one (1) Project Fact Sheet in English and Spanish in pdf format  Street View Rendering and Typical Sections (Up to Three) in jpeg format  Planning, attendance and presentation of up to one (1) Townhall Outreach Event or City Council Meeting

TASK 1.4 – FINAL DESIGN
Task 1.4.1 – Water Quality Management Plan
Mark Thomas will prepare a Water Quality Management Plan (WQMP) in compliance with the latest Riversid e County National Pollution Discharge Elimination System permit requirements and in accordance with The Riverside County Design Handbook for Low Impact Development B est Management Practices using the City’s “Other Development Project” template for the Santa Margari ta River Watershed. The WQMP will include recommen dations for post-construction permanent best management pra ctices (BMPs), including source control (structural and non- structural) and treatment BMPs. Recommendations for BMPs will be incorporated into the project's PS&E. This work includes documentation and incorporation of environ mental requirements and mitigation measures, NPDES, temporary and permanent BMPs, air/water quality, er osion/sediment control) into the Project constructi on documents.

A Draft WQMP will be submitted with the 60% PS&E su bmittal and a Final WQMP submitted with the 90% PS& E ready for the City’s signature and adoption.

DELIVERABLES
 WQMP (Draft and Final) in pdf format.

Task 1.4.2 – Geotechnical Investigations
Under Mark Thomas, GeoCon will prepare and submit a boring location plan for review and approval by th e City.

They will mark the boring locations and notify Unde rground Surface Alert of Southern California to mar k any subsurface utility locations near our proposed exca vation locations.

Our team will prepare and submit a no-fee encroachm ent permit for our work. This includes use of a tr affic control subcontractor to provide manned traffic control dur ing our investigation as necessary.

355
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 7

T asks 1.4.2.1 – Geotechnical Pavement Report
GeoCon will excavate up to eight (8) roadway cores to depths of 5 feet. Borings will be terminated at shallower depths if practical refusal is encountered. Our t eam will measure the thickness of the asphaltic con crete and aggregate base and photograph pavement conditions. Excavations will be backfilled with native soil upo n completion and capped with asphalt cold patch withi n the roadway.

GeoCon will perform laboratory testing which is ant icipated to include maximum density/optimum moistur e, in situ moisture and density, and R-value. The final labora tory test program will depend on the soil condition s encountered during the investigation with respect to the propos ed improvements. All results will be compiled into a Geotechnical Pavement Report for the project providing the core and boring logs, a plan depicting the geologic cond itions encountered, laboratory test results, grading and i mprovement construction recommendations for flatwor k and traffic signal foundations and paving options to pa ve/rehabilitate the roadway in accordance with curr ent City standards.

T asks 1.4.2.2 – Percolation Summary Memorandum
Where the anticipated water quality basin located a t the southwest corner of Mission Trail and Bundy Canyon Road, Geocon will conduct up to two (2) 5-foot-deep perco lation borings. Borings will be logged in accordan ce with USCS criteria and samples will be collected for laborato ry testing. Perform percolation testing for BMP des ign will be in conformance with the Riverside County Flood Control and Water Conservation District’s LID BMP Handbook.

Percolation rates will be converted to infiltration rates via the Porchet Method. Percolation data, locations, and test results will be included in a separate Percolation Summary Memorandum to use as a basis for WQMP infil tration rates.

ASSUMPTIONS
• Our team will be provided with access to mark the c ore/boring locations and perform the fieldwork. • within the site during regular business hours of 7 am to 5 pm Monday through Friday and no night or weekend work will be required.
• All existing subsurface utilities will be clearly marked on a plan provided to us prior to performing field work. • MUTCD details will be acceptable for traffic contro l and the encroachment permit (i.e. no specific tra ffic control plan will be required).
• A no fee encroachment will be issued for this City project. • The work described in this scope, including the per colation testing, will be performed in one mobiliza tion. • Pavement restoration will be performed through cold patch repairs. • Percolation testing will be performed outside of traffic lanes where traffic control will not be neede d.

DELIVERABLES
 Geotechnical Pavement Report in PDF format
 Percolation Summary Memorandum in PDF format

Task 1.4.3 – 60% Design Plans
Mark Thomas will develop the following improvement plans for the 60% Submittal based on the Final Conc ept Alignment Exhibit provided in the Preliminary Desig n Phase:
 Title Sheet (1 sheet)
 Construction Notes (1 sheet)
 Survey Control Plan (1 sheet)
 Typical Sections (1 sheet)
 Demolition Sheets (2 sheets) , 1”=40’ (double stacked )  Profile Sheet (1 sheet), 1” = 20’
 Layout Sheets (4 sheets), 1” = 20’ (double stacked)
356
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 8

 Curb Ramp Details (1 Sheets), 1”=10’ (5 locations)
 Construction Details (1 sheet), 1”=10’
 Signing and Striping Plan (2 sheets), 1”=40’ (double stacked)  Traffic Signal Plan (1 sheet), 1”=40’ (Almond Street / Bundy Canyon Rd intersection)  Right of Way Plan (2 sheets), 1”=60’

ASSUMPTIONS
• No Planting, Irrigation, and Decorative Hardscape I mprovement Plans were included in this scope of services.
• No Street Light, Conduit, Conductor or Lighting Improvement Plans were included in this scope of servi ces. • Signal Improvement Plans at this Phase will only in clude pole locations, phasing, and general configur ation.

Conduit, conductors, pull box and other design info rmation will be provided at the 90% Design Plan Submittal.
• It was assumed improvements fronting the Walmart Development site located southwest of the Bundy Canyon / Monte Vista intersection, including the Mo nte Vista Intersection (i.e. protected intersection ) improvements would be performed by a private develo per’s engineer and were not included with this scop e of services.
• Drainage Studies and Traffic Operations Analysis were excluded from this scope of services.

DELIVERABLES
» 60% Design Plan Submittal
Task 1.4.4 – 90% Design Plans
Mark Thomas will develop/update the following impro vement plans for the 90% Submittal based on comment s provided by the City from the 60% submittal:
 Title Sheet (1 sheet)
 Construction Notes (1 sheet)
 Survey Control Plan (1 sheet)
 Typical Sections (1 sheet)
 Demolition Sheets (2 sheets) , 1”=40’ (double stacked )  Profile Sheet (1 sheet), 1” = 20’
 Layout Sheets (4 sheets), 1” = 20’ (double stacked)
 Curb Ramp Details (1 Sheets), 1”=10’ (5 locations)
 Construction Details (1 sheet), 1”=10’
 Signing and Striping Plan (2 sheets), 1”=40’ (double stacked)  Traffic Signal Plan (1 sheet), 1”=40’ (Almond Street / Bundy Canyon Rd intersection)  Right of Way Plan (2 sheets), 1”=60’

DELIVERABLES
 90% Design Plan Submittal and Response to Comments

Task 1.4.5 – 100% Design Plans
Mark Thomas will update the 90% improvement plans b ased upon the comments provided from the City based upon review of the 90% submittal. No new plans are anticipated for this submittal.

357
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 9

ASSUMPTIONS
• It is assumed that Caltrans permits are needed for this project and were included. • T ask 1.4.2 Assumptions apply to this Tasks 1.4.3 and 1.4.4. • Trail Improvement Plans of approximately 1,500 line al feet along Monte Vista Drive south of Bundy Cany on Road are included with the Layout Plan Sheets.

DELIVERABLES
 100% Design Plan Submittal and Response to Comments
Task 1.4.6 – Specifications
We will prepare specifications packages using the latest APWA Standard Specifications for Public Works Construction (Greenbook) 2024 and consistent with t he current City format. We anticipate the City will provide the boilerplate contract documents to be included in th e specifications package. We will work with the City on assembling the entire contract document package. Sp ecifications will be provided starting at the 60% s ubmittal, and with the 90% and 100% submittals that include a res ponse to comments from subsequent submittals.

ASSUMPTIONS
• Specifications submitted with the 60% will be an ou tline of technical specifications, special provisio ns, and bid items only. Detailed specifications will be su bmitted starting at the 90% submittal.

DELIVERABLES
 Project Special Provisions / Technical Specifications (60%, 90%, 100%) Task 1.4.7 – Estimate of Probable Costs
A cost estimate will be prepared to inform the City of the upcoming financial obligation and to provid e an engineer’s estimate as a basis for the design. The estimate will show quantities and unit prices for e ach work item along with appropriate mobilization and contingency costs. We will research the latest unit prices available and consult with the City on specific prices and use ou r own information from other recent bids as availab le to ensure the unit prices are current. We will also coordinate and conduct value engineering study/analysis for any proposed improvements during the design. Estimate of Probabl e Costs will be provided starting at the 90% submit tal, with the 100% submittal that includes a response to comments from the subsequent submittal.

DELIVERABLES
 Estimate of Probable Costs (90%, 100%)
Task 1.4.8 – Caltrans DEER Processing & Approval
Based upon our initial review of the preliminary de sign and Project elements, we assume a Design Engin eering Evaluation Report (DEER) is the approval document Caltrans will require of the Project. The DEER is Ca ltrans’ approval document for processing construction proje cts within State right of way. The DEER process is intended to streamline the processing of projects-funded by-oth ers by reducing the steps in the project developmen t process.

At Caltrans’ discretion, the State may increase the level of documentation and processing for projects that are deemed complex.

Mark Thomas will prepare the DEER application check list and assist the City with a scoping meeting to discuss the appropriate documentation, scope and schedule for t he DEER.

Mark Thomas will prepare a DEER for project approva l. If Caltrans requires a more robust (beyond a DEE R) approval document, Mark Thomas will seek authorization from the City prior to proceeding.

The DEER will require the following deliverables:

1. Storm Water Data Report (SWDR)
358
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 10

2. Right of Way Data Sheet

3. Cost Estimate – Per Task 1.4.6

4. Bulletin 78 Design Checklist – Together with the preliminary layouts, Mark Thomas will prepare design checklists indicating conformance with applicable C altrans standards of the proposed improvements only .

For those areas where Caltrans standards cannot be met in State facilities, Mark Thomas will prepare a design exception due to not providing a shoulder (i .e. this is the buffered bike lane area).

ASSUMPTIONS
• Fees for plan check, application processing, submitt als or of any kind from Caltrans for the DEER proce ssing and approval are not included with this proposal.
• No Traffic Operations Analysis or any kind of suppo rting traffic analysis is included in this scope of services, it was assumed it is not necessary for the Caltrans DEER process as number of lanes are not changing.

DELIVERABLES
 DEER Supplemental Information (Storm Water Data Report, Right of Way Data Sheet, Cost Estimate, Bulleting 78 Design Checklist)
 Caltrans DEER Application and Coordination
Tasks 1.4.9 – SCE Coordination
Mark Thomas will coordinate with Southern Californi a Edison (SCE) to prepare necessary applications fo r power connections and/or relocations as necessary on the project for new electrical service connections.

ASSUMPTIONS
• Fees for SCE services are not included with this pr oposal. • It is assumed any irrigation proposed for Phase 1 will utilize an existing irrigation controller along the corridor and not require a power service.

DELIVERABLES
 SCE Applications (Up to 2)
Task 1.4.10 – R/W Requirements
Mark Thomas will prepare up to two (2) legal descri ptions and plat map exhibits to support acquisition efforts on properties with permanent interests necessary for t he project only under the responsible charge of Cal ifornia Licensed Professional Land Surveyor. All easements and encumbrances included in Schedule B of the PTR s to be provided by the City that are mappable will be incl uded on the plat map exhibits to the legal descript ions.

Additionally, Mark Thomas will provide the City a t able of all temporary interests with limits of temp orary improvements demarcated on the improvement plans to use as a basis for acquisition.

ASSUMPTIONS
• The City’s right-of-way acquisition consultant will provide all necessary PTRs, deed jackets for inter ests, and right of entry form.
• Mark Thomas will provide the Right of Way Requireme nts Map and 60% plans to support rights of entry, n o additional exhibits will be provided.

DELIVERABLES
 Legal Descriptions, Plat Map Exhibits signed by a C alifornia Land Surveyor – In PDF format (up to 2) 359
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 11

TASK 1.5 – BIDDING PHASE
Task 1.5.1 – Attend Pre-Bid Meeting
Mark Thomas will attend pre-bid meeting during bidd ing. One (1) meeting is anticipated.

Task 1.5.2 – Respond to Bid Questions
Mark Thomas will provide assistance, as required, t o the City during bidding of the project. The work includes answering questions from prospective bidders (up to 10 RFIs).

Task 1.5.3 – Bid Costs Review
Mark Thomas will support the City in reviewing bid costs/schedule of values of 3 low bidders and infor ming City if the costs are in line with estimates.

DELIVERABLES
 Attend Pre-Bid Meeting (up to 1)
 Responses to RFIs (up to 10)
 Bid Costs Review
TASK 1.6 – CONSTRUCTION PHASE
Task 1.6.1 – Issued for Construction Plans and Specifications Based upon addenda issued during the Bidding Phase and negotiations that occur between the City and th e Contractor, Mark Thomas will update the final impro vement plans and specifications incorporating these changes and submit an “Issued for Construction Plans and Sp ecifications” to the City to provide to the contrac tor as part of the construction contract documents.

Task 1.6.2 – Design Services During Construction
Mark Thomas will assist the City during constructio n of the project by addressing and responding to RF Is as required to resolve field construction items and attendance of as necessary pre-construction/construction meeti ngs.

Additionally, Mark Thomas will assist the City duri ng construction of the project by addressing and re sponding to shop drawing submittals as required to resolve fiel d construction items and attendance of as necessary pre- construction/construction meetings. Mark Thomas wil l also attend a project walk-through with the City / City’s Construction Management to finalize punch lists. L astly, Mark Thomas will update the project improvem ent plans based on redlines provided by the City / City’s Con struction Manager / Contractor to provide a record as-built plan upon completion of construction.

ASSUMPTIONS
• Mark Thomas has provided a budgetary amount for the Issued for Construction Plans and Specifications and Design Services During Construction tasks listed herein to be completed on a time and materials basis. T asks will be completed at the direction of the City or the City’s Construction Management Consultant and any time and materials needed beyond this budgetary amount w ill require a contract amendment from the City. • Either the City staff or their Construction Managem ent consultant will provide detailed redlines and instructions of as-built conditions prior to Mark T homas development of final as-builts. Our as-built s will be based upon said redlines and/or instructions. The c ontractor shall include all RFI’s, and submittals a nswered during the construction phase, all-inclusive in one redlined plan set to be used as the basis to devel op the as-built plans.

360
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 12

DELIVERABLES
 Issued for Construction Plans and Specifications in PDF format  Job Walk / Field Meeting (Up to 2)
 Responses to RFIs (up to 10)
 Responses to Submittals (up to 10)
 As-Built Record Drawings
PHASE 2 – BUNDY CANYON ROAD FROM MISSION TRAIL TO

ALMOND STREET
TASK 2.1 – PROJECT ADMINISTRATION
Task 2.1.1 – Project Management / Administration

2.1.1- Project Administration
Mark Thomas will perform project administration. Th e tasks will include documentation, meeting managem ent, budget tracking, scheduling, project task tracking, etc to help the project stay on track.

2.1.2 - Meetings
Upon the notice to proceed, a kickoff meeting and c oordination meeting will be held with the appropria te team members to establish the key contacts, design direc tives protocol, discuss issues, confirm objectives and schedule of deliverables. Follow up meetings after the kickoff will be workshops (up to 2) with key City staff me mbers focused on presenting initial alternatives, results from su rvey and public input, and planning on final outrea ch / presentation efforts. Lastly, our team will conduct monthly vir tual coordination / check-in meetings with City sta ff after kickoff meeting throughout the Preliminary Design and Final Design Phases (up to 12).

2.1.3 – QA/QC
Mark Thomas will prepare, implement and maintain a Project-Specific Quality Management System (QMS) Ma nual through the service for this scope of work. QMS Man ual for review and concurrence within one month. Th is task also includes Quality Assurance activities.

ASSUMPTIONS
• Phase 1 and Phase 2 Meetings will be run concurrent ly.

DELIVERABLES
 Progress Reporting (Concurrent with Phase 1 – T ask 1.1.1)  Meeting Agendas, Exhibits and Minutes (Concurrent w ith Phase 1 – T ask 1.1.2)  Quality Assurance Checklists / Review Notes for Milestone Submittals TASK 2.2 – TOPOGRAPHIC SURVEY, UTILITY RESEARCH AND PROJECT DATA

COLLECTION
Task 2.2 – Preliminary Site Investigation / Preliminary Project Description

2.2.1 - Preliminary Site Investigation and Preliminary Project Description Mark Thomas will field walk site and inventory visi ble utility, topography, drainage, and other notabl e features to consider in preliminary engineering. Additionally, Mark Thomas will generate field notes, a 360-degree photograph log with GIS mapping link, and video recordings of the field walk. Our team will conduct a field revi ew of existing 361
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 13

curb, gutter, driveways, pavement, utilities, and r ight of way fence conditions along the entire Bundy Canyon Road corridor (Mission Trail to Almond Street).

ASSUMPTIONS
• Aerial Photogrammetric Survey was combined into Pha se 1 – T ask 1.2.2 Topographic Survey / Right of Way Mapping and not included in this section.

DELIVERABLES
 Field Notes
 360 Degree Photograph Log
 Video Recording
 Preliminary Project Description
 Compiled As-Builts
Task 2.2.2 – Utility Research and Coordination
Mark Thomas will verify all utility owners and cont acts within the Project limits using Underground Se arch Alert.

Mark Thomas will generate Introductory Letters/Records Requests (Utility letter A) on City letterhead and request utility facility mapping or plans. Follow-ups with each utility owners will occur to verify the existe nce of any utilities and to secure available records and as-built inform ation. A utility matrix will be developed to docume nt all correspondence and track conflicts. Utility mapping will be prepared in CAD based upon the utility inf ormation received.

ASSUMPTIONS
• Up to $500 in Other Direct Costs have been included to secure as-builts and record maps.

DELIVERABLES
 Utility Introductory Letters
 Utility As-Builts/Records Requests for Utility Base Mapping  Preliminary Utility Management Matrix
 Utility Base Map
TASK 2.3 – PRELIMINARY DESIGN
Task 2.3.1 – Concept Alignment Exhibit
Mark Thomas will develop preliminary project concep t exhibits and meet with City staff to screen poten tial hardscape, landscape, lighting, bikeway, and site a menity elements to build into the project. These ex hibits will be used to screen initial elements while topographic s urvey and initial public surveys are being conducte d. Initially, we will develop typical sections for two alternatives and meet with the City via workshop to discuss pros / cons and identify challenges for each segment to screen down to one (1) alternative. Based upon the results of the initial workshop, Mark Thomas will finalize a Draft Concept Alignment Exhibit that include the following for a lternative:
 Existing topographic / rights of way / centerline a lignments. 362
BUNDY CANYON RD (WEST) WIDENING AND ATP IMPROVEMENTS (MISSION TR TO CANYON RANCH RD) MARK THOMAS City of Wildomar Page 14

 Geometric improvements including roadway, raised me dians, sidewalks, striping, bikeway features, curb ramps, location of new signal improvements, etc. vi a strip map / roll plot.

DELIVERABLES
 Initial Concept Exhibits (Cross Sections) in pdf fo rmat  Concept Alignment Exhibit (GAD)
o Geometric Roll Plot in PDF format
TASK 3 – OPTIONAL TASKS
Mark Thomas has identified the following optional t ask that may be considered for the project. If nece ssary, a detailed scope is available for these items.

Task 3.1 – Record of Survey
Without seeing found monumentation and cadastral in formation in the field, we are generally assuming e xisting evidence found in the field to support Phase 1 and Phase 2 Centerline and Right-of-Way Establishment (T asks 1.2.2.2 and 2.2.2.2) will not require a record of survey as required by the California Land Surveyor’s Act (Bu siness and Professions Code §§ 8700 – 8805) Section 8762. Gen erally, this is required when monumentation found i s not consistent with what is shown per record maps / sur vey information.

In the event that evidence is not consistent with S ection 8762 as noted above, specification, sub-sect ion (b) (1) regarding material evidence, Mark Thomas will prepa re a pre-construction Record of Survey and submit to the Riverside County Surveyor’s office for review. Mark Thomas to compile all boundary retracement data in to the Record of Survey. The Record of Survey will show all lines, pertinent measurements delineated in the LandNet base map, found monuments and reference monuments/ties t o be set at each of the above properties. We anticipate one round of review comments from the County. A budget estimate of $20,000 has been proposed for this Record of Survey, which includes a map checking and filing fe e allowance of $2,000.

ASSUMPTIONS
• Only one (1) record of survey will be filed compili ng information for both phases as necessary.

DELIVERABLES
 Record of Survey in PDF format
363
RIV #4821-1277-4564 v1
C-1
EXHIBIT "B"

COMPENSATION
364
Sr. Project Manager
Sr. Technical Lead
Sr. Project Engineer
Design Engineer II
Design Engineer I
Survey Division Manager
Survey Manager II
Project Surveyor II
Lead Survey Technician
*2-Person Crew (OE 12)
Project Accountant
Sr. Project Coordinator
Sr. Graphic Designer
Fehr & Peers
GEOCON
$305 $280 $240 $150 $130 $365 $285 $225 $165 $410 $145 $170 $18 5

1.1 PROJECT ADMINISTRATION

1.1.1 Project Administration 4 24 12 12 52 $10,760 - - $10,760

1.1.2 Project Meetings 4 24 12 40 $8,540 - - $8,540

1.1.3 QA/QC 8 40 48 $13,640 - - $13,640 Subtotal Phase 1.1 16 40 48 0 12 0 0 0 0 0 12 12 0 140 $32,940 $0 $0 $32,940

1.2 TOPOGRAPHIC SURVEY, UTILITY RESEARCH AND PROJECT DATA

COLLECTION

1.2.1 Preliminary Site Investigation / Preliminary Project Description 2 4 32 38 $5,730 - - $5,730

1.2.2 Topographic Survey/ Right of Way Mapping

1.2.2.1 Research, Establish Control, Aerial Targets 2 4 4 8 16 32 40 8 114 $31,380 - - $31,380

1.2.2.2 Centerline and Right-of-Way Establishment (LandNet) 4 8 16 32 40 100 $29,020 - - $29,020

1.2.2.3 Topographic Design Survey - Bundy Canyon Road 2 4 2 4 16 32 32 92 $24,870 - - $24,870

1.2.3 Utility Research and Coordination 4 28 20 68 120 $19,780 - - $19,780

1.2.4 Utility Potholes (up to 25) 4 8 40 2 8 24 16 2 2 106 $21,860 - - $21,860 Subtotal Phase 1.2 10 0 44 20 148 10 22 56 120 128 2 10 0 570 $132,640 $0 $0 $132,640

1.3 PRELIMINARY DESIGN

1.3.1 Concept Alignment Exhibits 2 16 32 4 54 $9,350 - - $9,350

1.3.2 Community Outreach and Public Presentations 4 16 24 4 48 $8,920 - - $8,920 Subtotal Phase 1.3 6 0 32 0 56 0 0 0 0 0 0 0 8 102 $18,270 $0 $0 $18,270

1.4 FINAL DESIGN

1.4.1 WQMP 2 16 48 66 $10,690 - - $10,690

1.4.2 Geotechnical Investimations

1.4.2.1 Geotechnical Pavement Report 2 4 6 $1,000 - 18,965 $19,965

1.4.2.2 Percolation Summary Memorandum 2 4 6 $1,000 - 4,585 $5,585

1.4.3 60% Design Plans 8 104 156 262 1 2 4 8 545 $88,015 4,500 - $92,515

1.4.4 90% Design Plans 6 46 32 130 214 $34,570 6,500 - $41,070

1.4.5 100% Design Plans 2 32 22 84 140 $22,510 2,500 - $25,010

1.4.6 Specifications 4 20 24 $6,020 2,000 - $8,020

1.4.7 Estimate of Probable Costs 4 8 36 48 $7,820 1,250 - $9,070

1.4.8 Caltrans DEER Processing & Approval 8 20 40 80 148 $23,640 - - $23,640

1.4.9 SCE Coordination 2 8 10 $1,520 2,250 $3,770

1.4.10 R/W Requirements 2 8 24 2 4 16 16 72 $13,760 - - $13,760 Subtotal Phase 1.4 36 0 260 250 680 3 6 20 24 0 0 0 0 1279 $210,545 $19,000 $23,550 $253,095 COST PROPOSAL FOR PROJECT SCOPE: Wildomar - Bundy Canyon Rd (West) Widening and ATP Improvements (Mission Trail to Canyon Ranch Rd) TOTAL COST Total
Hours
Total MT
Cost
PHASE 1 - BUNDY CANYON ROAD (ALMOND STREET TO

CANYON RANCH ROAD)
10/30/2025
365
Sr. Project Manager
Sr. Technical Lead
Sr. Project Engineer
Design Engineer II
Design Engineer I
Survey Division Manager
Survey Manager II
Project Surveyor II
Lead Survey Technician
*2-Person Crew (OE 12)
Project Accountant
Sr. Project Coordinator
Sr. Graphic Designer
Fehr & Peers
GEOCON
$305 $280 $240 $150 $130 $365 $285 $225 $165 $410 $145 $170 $18 5 COST PROPOSAL FOR PROJECT SCOPE: Wildomar - Bundy Canyon Rd (West) Widening and ATP Improvements (Mission Trail to Canyon Ranch Rd) TOTAL COST Total
Hours
Total MT
Cost

1.5 BIDDING PHASE SERVICES

1.5.1 Attend Pre-bid Meeting 2 4 6 $1,570 - - $1,570

1.5.2 Respond to Bid Questions (10) 2 16 18 $4,450 850 - $5,300

1.5.3 Bid Costs Review 2 20 22 $5,410 - - $5,410 Subtotal Phase 1.5 6 0 40 0 0 0 0 0 0 0 0 0 0 46 $11,430 $850 $0 $12,280

1.6 CONSTRUCTION PHASES SERVICES

1.6.1 Issued for Construction Plans and Specifications 2 8 20 30 $5,130 2,000 - $7,130

1.6.2 Design Services During Construction 4 20 40 64 $11,220 500 - $11,720 Subtotal Phase 1.6 6 0 28 0 60 0 0 0 0 0 0 0 0 94 $16,350 $2,500 $0 $18,850 PHASE 1 TOTAL HOURS 80 40 452 270 956 13 28 76 144 128 14 22 8 2231 PHASE 1 OTHER DIRECT COSTS $40,460 $2,500 $0 $42,960
PHASE 1 TOTAL COST $24,400 $11,200 $108,480 $40,500 $124,280 $4,745 $7,980 $17,100 $23,760 $52,480 $2,030 $3,740 $1,480 $462,635 $24,850 $23,550 $511,035

2.1 PROJECT ADMINISTRATION

2.1.1 Project Administration 2 8 4 4 18 $3,790 - - $3,790

2.1.2 Project Meetings 2 8 8 18 $3,570 - - $3,570

2.1.3 QA/QC 2 8 10 $2,850 - - $2,850 Subtotal Phase 2.1 6 8 16 0 8 0 0 0 0 0 4 4 0 46 $10,210 $0 $0 $10,210

2.2 TOPOGRAPHIC SURVEY, UTILITY RESEARCH AND PROJECT DATA

COLLECTION

2.2.1 Preliminary Site Investigation / Preliminary Project Description 2 4 40 46 $6,770 - - $6,770

2.2.3 Utility Research and Coordination 8 60 68 $9,720 - - $9,720 Subtotal Phase 2.2 2 0 12 0 100 0 0 0 0 0 0 0 0 114 $16,490 $0 $0 $16,490

2.3 PRELIMINARY DESIGN

2.3.1 Concept Alignment Exhibits 4 20 60 24 108 $18,260 - - $18,260 Subtotal Phase 2.3 4 0 20 0 60 0 0 0 0 0 0 0 24 108 $18,260 $0 $0 $18,260 PHASE 2 TOTAL HOURS 12 8 48 0 168 0 0 0 0 0 4 4 24 268
PHASE 2 OTHER DIRECT COSTS $840 $0 $0 $840
PHASE 2 TOTAL COST $3,660 $2,240 $11,520 $0 $21,840 $0 $0 $0 $0 $0 $580 $680 $4,440 $45,800 $0 $0 $45,800 PHASE 2 - BUNDY CANYON ROAD (MISSION TRAIL TO

ALMOND STREET)
10/30/2025
366
Sr. Project Manager
Sr. Technical Lead
Sr. Project Engineer
Design Engineer II
Design Engineer I
Survey Division Manager
Survey Manager II
Project Surveyor II
Lead Survey Technician
*2-Person Crew (OE 12)
Project Accountant
Sr. Project Coordinator
Sr. Graphic Designer
Fehr & Peers
GEOCON
$305 $280 $240 $150 $130 $365 $285 $225 $165 $410 $145 $170 $18 5 COST PROPOSAL FOR PROJECT SCOPE: Wildomar - Bundy Canyon Rd (West) Widening and ATP Improvements (Mission Trail to Canyon Ranch Rd) TOTAL COST Total
Hours
Total MT
Cost

3.0 OPTIONAL TASKS

3.1 Record of Survey 2 4 20 80 106 $19,570 - - $19,570 Subtotal Optional Task 0 0 0 0 0 2 4 20 80 0 0 0 0 106 $19,570 $0 $0 $19,570 TOTAL HOURS - OPTIONAL 0 0 0 0 0 2 4 20 80 0 0 0 0 106
OTHER DIRECT COSTS - OPTIONAL $2,000 $0 $0 $2,000
TOTAL COST - OPTIONAL $0 $0 $0 $0 $0 $730 $1,140 $4,500 $13,200 $0 $0 $0 $0 $21,570 $0 $0 $21,570 10/30/2025
367
Engineering & Planning District Management Surveying
Intern $80 * Inspector - Apprentice $90 Survey Division Manager $365 Technician $110 * Inspector $110 Survey Manager II $285 Design Engineer I $130 * Sr. Inspector $140 Survey Manager I $240 Design Engineer II $150 Assistant Sanitary Engineer $145 Project Surveyor III $250 Sr. Technician $175 Associate Sanitary Engineer $180 Project Surveyor II $225 Civil Engineering Designer $190 Sanitary Project Engineer $190 Project Surveyor I $205 Project Engineer $175 Sr. Sanitary Project Engineer $225 Asst Surveyor III $175 Sr. Project Engineer $225 Operations Manager $240 Asst Surveyor II $150 Sr. Technical Engineer $240 Deputy District Manager $310 Asst Surveyor I $140 Project Manager $260 District Manager-Engineer $350 Survey Specialist III $210 Technical Lead $250 Survey Specialist II $170
Sr. Project Manager $305 Project Support/Coordination Survey Specialist $150 Sr. Technical Lead $280 Project Assistant $90 Lead Survey Technician $150 Engineering Manager $355 Technical Writer $120 Survey Technician III $155 Design Manager $350 Sr. Project Assistant $145 Survey Technician II $150 Sr. Engineering Manager $410 Project Coordinator $140 Survey Technician I $90 Principal $480 Graphic Designer $135 SUE Program Manager $285 Sr. Technical Writer $130 * Chief of Party (OE3) $220
Construction Management Project Accountant $145 * Instrumentperson (OE3) $220 Office Engineer $205 Sr. Project Coordinator $170 * Chainperson (OE3) $215 * Asst. Resident Engineer $225 Sr. Graphic Designer $185 * Apprentice (OE3) $145 * Inspector - CM $220 Sr. Graphic Manager $220 * 2-Person Crew (OE3) $375 Resident Engineer $300 Project Accountant Manager $220 * 3-Person Crew (OE3) $565 Project Manager - CM $300 * Utility Locator (North) $190 Sr. Resident Engineer $335 Landscape Architecture/Urban Design * Chief of Party (OE12) $240 Division Manager - CM $400 Landscape Intern $85 * Instrumentperson (OE12) $220 Area Manager - CM $290 Landscape Designer I $120 * Chainperson (OE12) $205 Landscape Designer II $140 * Apprentice (OE12) $175
Planning Landscape Architect $155 * 2-Person Crew (OE12) $410 Planner I $120 Sr. Landscape Architect $180 * 3-Person Crew (OE12) $645 Planner II $155 LAUD Project Manager $230 * Utility Locator (South) $240 Sr. Planner $190 Sr. LAUD Project Manager $270
LAUD Division Manager $285
Grant Writing
Funding Specialist $175 Special Services
Sr. Funding Specialist $230 Expert Witness $520
Funding Manager $335 Strategic Consulting $520
MARK THOMAS & COMPANY, INC. RATE SCHEDULE
Reimbursables including, but not limited to; reproductions, delivery and filing fees; outside consultant fees; and survey field expenses will be billed at Cost Plus 5% . Mileage will be billed per current IRS Rate .

This rate schedule expires June 30, 2026; rates are subject to escalation with new hourly rate schedule as of July 1, 2026. * These charge rates are subject to Prevailing Wage laws and Union contract.

RATE SCHEDULE (A) | PAGE 1 OF 1
EXPIRES JUNE 30TH, 2026
368
RIV #4821-1277-4564 v1
C-2
EXHIBIT "C"

INSURANCE
A. Insurance Requirements. Service Provider shall provide and maintain insurance, acceptable to the City, in full force and effect throughout the term of this Agreement, against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Services by Service Provider, its agents, representatives or employees. Insurance is to be placed with insurers with a current A.M.

Best's rating of no less than A:VII.

Service Provider shall provide the following scope and limits of insurance:

1. Minimum Scope of Insurance. Coverage shall be at least as broad as:
(1) Commercial General Liability. Insurance Services Office form Commercial General Liability coverage (Occurrence Form CG 0001). (2) Automobile. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, including code 1 "any auto" and endorsement CA 0025, or equivalent forms subject to the written approval of the City. (3) Workers’ Compensation. Workers' Compensation insurance as required by the Labor Code of State of California covering all persons providing Services on behalf of the Service Provider and all risks to such persons under this Agreement.
(4) Professional Liability. Professional liability insurance appropriate to the Service Provider’s profession. This coverage may be written on a “claims made” basis, and must include coverage for contractual liability. The professional liability insurance required by this Agreement must be endorsed to be applicable to claims based upon, arising out of or related to Services performed under this Agreement. The insurance must be maintained for at least three (3) consecutive years following the completion of Service Provider’s services or the termination of this Agreement. During this additional three (3) year period, Service Provider shall annually and upon request of the City submit written evidence of this continuous coverage.

2. Minimum Limits of Insurance. Service Provider shall maintain limits of insurance no less than:
(1) Commercial General Liability. $1,000,000 general aggregate for bodily injury, personal injury and property damage. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. 369
RIV #4821-1277-4564 v1
C-3
(2) Automobile. $1,000,000 per accident for bodily injury and property damage. A combined single limit policy with aggregate limits in an amount of not less than $2,000,000 shall be considered equivalent to the said required minimum limits set forth above.
(3) Workers' Compensation. Workers' Compensation as required by the Labor Code of the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (4) Professional Liability. $2,000,000 per occurrence, $2,000,000 aggregate.

B. Other Provisions. Insurance policies required by this Agreement shall contain the following provisions:

1. All Policies. Each insurance policy required by this Agreement shall be endorsed and state the coverage shall not be suspended, voided, cancelled by the insurer or either Party to this Agreement, reduced in coverage or in limits except after 30 days' prior written notice by certified mail, return receipt requested, has been given to City.

2. Commercial General Liability and Automobile Liability Coverages. (1) City, and its respective elected and appointed officers, officials, and employees and volunteers are to be covered as additional insureds as respects: liability arising out of activities Service Provider performs; products and completed operations of Service Provider; premises owned, occupied or used by Service Provider; or automobiles owned, leased, hired or borrowed by Service Provider. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, or employees. General liability coverage can be provided in the form of an endorsement to the Service Provider’s insurance at least as broad as one of the following ISO ongoing operations Forms: CG 20 10 or CG 20 26 or CG 20 33 (not allowed from subcontractors), or CG 20 38; and one of the following ISO completed operations Forms: CG 20 37, CG 20 39 (not allowed from subcontractors), or CG 20 40.
(2) Service Provider’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respect to City, and its res
370
RIV #4821-1277-4564 v1
C-4
pective elected and appointed, its officers, officials, employees and volunteers. Any insurance or self-insurance maintained by City, and its respective elected and appointed officers, officials, employees or volunteers, shall apply in excess of, and not contribute with, Service Provider’s insurance.
(3) Service Provider’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
(4) Any failure to comply with the reporting or other provisions of the insurance policies, including breaches of warranties, shall not affect coverage provided to City, and its respective elected and appointed officers, officials, employees or volunteers.
(5) Service Provider hereby grants to City a waiver of any right to subrogation which any insurer of said Service Provider may acquire against the City by virtue of the payment of any loss under such insurance. Service Provider agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

3. Workers' Compensation Coverage. Unless the City Manager otherwise agrees in writing, the insurer shall agree to waive all rights of subrogation against City, and its respective elected and appointed officers, officials, employees and agents for losses arising from work performed by Service Provider.

C. Other Requirements. Service Provider agrees to deposit with City, at or before the effective date of this Agreement, certificates of insurance necessary to satisfy City that the insurance provisions of this contract have been complied with. The City may require that Service Provider furnish City with copies of original endorsements effecting coverage required by this Exhibit “C”. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. City reserves the right to inspect complete, certified copies of all required insurance policies, at any time.

1. Service Provider shall furnish certificates and endorsements from each sub-contractor identical to those Service Provider provides.

2. Any deductibles or self-insured retentions must be declared to and approved by City. At the option of City, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City or its respective elected or appointed officers, officials, employees and volunteers, or the Service Provider shall procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims.
371
RIV #4821-1277-4564 v1
C-5

3. The procuring of such required policy or policies of insurance shall not be construed to limit Service Provider’s liability hereunder nor to fulfill the indemnification provisions and requirements of this Agreement.

4. Service Provider shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Service Provider shall ensure that City is an additional insured on insurance required from subcontractors.

5. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
372

CITY OF WILDOMAR

CITY COUNCIL REGULAR MEETING

PUBLIC HEARING
Agenda Staff Report # 2.1

Meeting Date: February 10, 2026
SUBJECT:

Community Development Block Grant (CDBG) - Allocation of Funds for Fiscal Year 26/27 and Extension of Time Request for Fiscal Year 24/25 Funds
SUBMITTED BY:

Jason Farag, Public Works Director/City Engineer
PREPARED BY:

Cameron Luna, Associate Engineer

ACTION:

1. Adopt a Resolution entitled:

RESOLUTION NO. 2026 - _____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA,

AUTHORIZING THE ALLOCATION OF COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDS FOR FISCAL YEAR 2026/2027

2. Authorize the City Manager to submit a Supplemental Agreement Extension Request for the City's FY 24/25 allocation to the Riverside County Department of Housing and Workforce Solutions (HWS) for the Sedco Sidewalk Project - Phase III SUMMARY:

The City Council will make a final funding decision for Community Development Block Grant
(CDBG) Funds for Fiscal Year 26/27 and will authorize the City Manager to submit a Supplemental Agreement Extension Request for Fiscal Year 24/25 funds.

BACKGROUND:

The City of Wildomar has the opportunity to apply to the County of Riverside Housing and Workforce Solutions Department (HWS) to receive an allocation of Federal Community Development Block Grant (CDBG) funds for Fiscal Year 26/27. This program is funded by the U.S. Department of Housing and Urban Development (HUD). The overall goal of the CDBG grant program is to develop viable urban communities by providing decent housing and a suitable living environment, primarily for low and moderate income persons. It also includes funding for non-profit service organizations that meet HUD criteria.

In order to qualify, a CDBG-funded project must satisfy one of three national program objectives as required by HUD. These three areas are as follows:

Provide a benefit to low and moderate (low-mod) income persons; Prevent or eliminate slums and blight; or
373
Meet other urgent community development needs due to natural disasters or other emergencies

Examples of eligible activities include:

Public Services
such as: senior services, disabled and handicapped services, child care services, youth services, etc.

Public Improvements
such as: streets, curbs, gutters, sidewalks, streetlights, park and recreation facilities, etc.

Housing Services
such as: home improvement programs for low-mod households, including senior repair and home rehabilitation

Examples of ineligible activities include:

General Government expenses
Political or Religious Activities
Purchase of personal equipment such as fixtures, motor vehicles, etc.

The CDBG program primarily funds non-profits (501(C) (3) organizations), higher education institutions, cooperating cities, and other government agencies/special districts. The City of Wildomar qualifies as a "cooperating city", where administrative oversight of CDBG program allocations is provided by HWS.

DISCUSSION:

The City Council annually approves the amounts and types of CDBG funded programs for the upcoming fiscal year allocation (i.e., FY 26/27). As set forth by County of Riverside Housing and Workforce Solutions Department (HWS), in order to ensure effective, efficient and appropriate allocation and use of CDBG funds, HWS may reject proposed activities/proposals that are less than $5,000.

Staff was informed by the HWS that the City's FY 26/27 CDBG allocation is $129,400 of which a maximum of 14%, or $18,116, can be allocated by the City Council towards non-profit public service organizations/projects that meet one of the three national program objectives noted above. The remaining funds ($111,284) can be allocated to City proposed capital improvement projects within the CDBG low-mod target area (Attachment B).

On October 15, 2025, the City notified the general public and local non-profit organizations of the opportunity to apply for CDBG funds for Fiscal Year 26/27. The City also hosted the Notice of Funding Availability on the City website, sent out emails to subscribers of the City's Newsletter, and made posts on the City's social media page. The application period to submit applications/proposals lasted 33 days (federal guidelines require a minimum 30 days) from October 15, 2025, to November 17, 2025. The City received one application prior to the filing deadline from Dream Center of Lake Elsinore.

374
Dream Center of Lake Elsinore is requesting $15,000 of
CDBG
funds from the City of
Wildomar for their food pantry program, Helping Our People Elsinore (HOPE). The application was vetted as an eligible recipient for
CDBG
funds by HWS. Information provided in their
application indicated:

The HOPE program has received
CDBG
funds from local agencies for the past 28 years.

For Fiscal Year 26/27 applications were submitted by the HOPE program to the City of Wildomar, Canyon Lake, and Riverside County.

The application states funds would be used for "food, rent, utilities, supplies, etc." The application mentions they serve 3,000 unduplicated households each Fiscal Year.

The amount being requested by the HOPE program, $15,000, is within the allowed threshold of 14% of the City's total CDBG award that can be sub-awarded to non-profits. If $15,000 is awarded by the City Council, the revised CDBG Fiscal Year 26/27 amount would be $114,400 for the City to utilize towards capital improvement projects within the low-mod area.

City Capital Improvement Projects
Staff recommends that the remaining Fiscal Year 26/27 CDBG allocation ($114,400 if a non- profit is awarded) be applied towards the City’s current “Sedco Sidewalk Project - Phase III” (City CIP 044-3) (Project) which is an important sidewalk improvement along Mission Trail within the City's Low-Mod CDBG Target Area of Sedco Hills. This project has received funds in prior years which were used to pay for eligible design services and construction of Phases I and II of the project from Olive St. to Elberta Ave. The current allocation will be applied to the existing CDBG account balance to help fund construction of the sidewalk improvements. If approved by the City Council, the sidewalk project application will be forwarded to HWS for final approval and allocation.

The Project's bid advertisement is scheduled to occur in FY 25/26. If the bids received are more than the current Project funding amount, then the City has the ability to request from HWS an advancement of CDBG allocations from future fiscal years in order to fund the Project's budget shortfall. The Engineer's construction estimate for the Project is $1,200,000.

In accordance with CDBG Guidelines, on January 31, 2026, the City published a legal notice in the Press Enterprise, a local newspaper of general circulation, notifying the general public of the February 10, 2026, public hearing to be held by the City Council to discuss the Fiscal Year 26/27 CDBG program applications.

Request Time Extension for FY 24/25 allocation
Pursuant to the Supplemental Agreement #1.WD.22-24 for the use of CDBG funds ("Agreement #1") dated December 18, 2024, Agreement #1 was errantly set to expire on June 30, 2025. The City provided HWS with a schedule estimating the Project's completion date by June 2026 that was included under Exhibit A in Agreement #1. Given this inconsistency in expiration date to project completion date, City Staff was advised by HWS to submit a Supplemental Agreement Extension Request for the City's FY 24/25 allocation. This time extension would also reprogram the City's FY 24/25 allocation ($132,515) with its FY 25/26 allocation ($129,415), resulting in a cumulative allocation ($261,930) with one expiration date 375
to comply with. Pursuant to the Supplemental Agreement #3.WD.23-25 for the use of CDBG funds ("Agreement #2") dated September 24, 2025, Agreement #2 is set to expire on June 30, 2027. City Staff anticipate the Project being substantially completed prior to this date, and approval of this request by HWS would simplify the City's administrative responsibilities as grant recipient. A draft of the Supplemental Agreement Extension Request is included as Attachment D. Staff recommends that the City Council authorize the City Manager to make any necessary revisions to the extension request letter and to submit the extension request.

FISCAL IMPACT:

Upon approval of the City's funding application by HWS, additional CDBG funds will become available for the City to allocate to CIP 044-3. There is no fiscal impact to the City’s General Fund.

ATTACHMENTS:

1. Resolution
A - 2026/2027 CDBG City Application
B - Low Mod Map
C - 2026/2027 CDBG Non-profit Application
D - Supplemental Agreement Extension Request FY 24/25
E - Presentation
376

RESOLUTION NO. 2026 - _____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR,

CALIFORNIA, AUTHORIZING THE ALLOCATION OF COMMUNITY
DEVELOPMENT BLOCK GRANT FUNDS FOR FISCAL YEAR 2026/2027

WHEREAS, the City of Wildomar (City) receives an annual allocation of Community Development Block Grant (CDBG) funds from the Riverside County Economic Development Agency via the U.S. Department of Housing and Urban Development (HUD); and

WHEREAS, the City is being awarded/allocated $129,400 in CDBG funds for Fiscal Year 2026/2027 projects; and

WHEREAS, under CDBG guidelines, the City may allocate up to 14% ($18,116) of the FY 2026/2027 CDBG allocation for public service projects that meet the CDBG criteria; and

WHEREAS, on October 15, 2025, the City notified the general public and local non-profit organizations by posting on the City’s website, social media platforms, and email newsletter regarding the Fiscal Year 2026/2027 CDBG allocation process; and

WHEREAS, the City accepted CDBG applications during the required minimum 30-day application period which commenced on October 15, 2025 and concluded on November 17, 2025; and

WHEREAS, City Staff received one (1) CDBG application submitted by a non-profit organization competing for FY 2026/2027 funds prior to the filing deadline; and

WHEREAS, the City Council has determined that the non -profit application submitted by Dream Center of Lake Elsinore for their food pantry program, Helping Our People Elsinore (HOPE), receive CDBG funding in the amount of $15,000; and

WHEREAS, the City Council has determined that the remainder of the CDBG funding, $114,400, shall be used for “Mission Trail/Sedco Sidewalk Project – Phase III” located in the City’s CDBG target area; and

WHEREAS, the City Council approves the submittal of the City’s program to the County of Riverside; and

WHEREAS, in accordance with HUD guidelines, the Public Works Department, on January 31, 2026 published a legal notice in the Press Enterprise, a local newspaper of general circulation, notifying the general public of the February 10, 2026 City Council meeting at which time the City Council would consider all CDBG project applications for the FY 2026/2027 program year; and

377

WHEREAS, on February 10, 2026, the City Council conducted the duly noticed public hearing at which time interested public service organizations had an opportunity to present their CDBG program proposals and at which time the City Council received public testimony concerning said CDBG program proposals.

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Wildomar, California, as follows:

SECTION I. Non-Profit Public Service Funds:

The City Council received one (1) application from a non -profit public service organizations prior to the filing deadline. The City Council has determined that $15,000 of the Fiscal Year 2026/2027 CDBG Funds are allocated to the Dream Center of Lake Elsinore for their food pantry program, Helping Our People Elsinore (HOPE).

SECTION II. Public Improvement Project:

The City Council has determined that $114,400 of the Fiscal Year 2026/2027 CDBG Funds are allocated to the Mission Trail/Sedco Sidewalk Project – Phase III.

SECTION III. City Council Action:

The City Council hereby adopts this resolution resolving the following:

1. That the City Manager is hereby authorized to submit the required CDBG applications to the County of Riverside Housing and Workforce Solutions Department (HWS) for further review as part of the Fiscal Year 2026/2027 CDBG Program; and

2. That the City Manager is authorized to execute all documents, including supplemental agreements, with the County of Riverside Housing and Workforce Solutions Department (HWS) necessary to carry out the intent of this resolution ; and

3. That the City Manager is authorized to submit a Supplemental Agreement Extension Request for the City's FY 24/25 allocation to the Riverside County Department of Housing and Workforce Solutions (HWS) for the Sedco Sidewalk Project - Phase III.

PASSED, APPROVED, AND ADOPTED this 10th day of February, 2026.

______________________________
Carlos Marquez
Mayor
378

APPROVED AS TO FORM: ATTEST:

______________________________ ______________________________ Thomas D. Jex Janet Morales Garcia, CMC
City Attorney City Clerk

379

COUNTY OF RIVERSIDE

COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM

APPLICATION FOR CITY OF
2026-2027 COOPERATING CITY ALLOCATION

I. GENERAL INFORMATION

Applicant Name:

Type of Organization: Non-Profit Organization Faith Based Organization

Institution of Higher Education Other: ____________

Cooperating City

Address:

City: Zip Code:

Mailing Address:

City: Zip Code:

Telephone Number: Fax Number:

Executive Director/City Staff:

Telephone Number: E-mail:

Program Manager:

Telephone Number: E-mail:

Grant Writer:

Address (If different from above):

Telephone Number: E-mail:

II. ORGANIZATIONAL HISTORY (This is applicable only if you are a non-profit organization)

Date Organization founded:

Date Organization incorporated as a non-profit organization (Attach Articles of Incorporation and Bylaws):

Federal identification number:

UEI Number:
380
1 Organization Web Address:

Does your Organization expend $750,000 or more a year in federal funds? Y or N Number of paid staff:

Number of volunteers:

Members/Board of Directors (Attach):

III. PROJECT ACTIVITY
A. Name of Project:

B. Specific Location of Project
(Attach Project Map - include street address; if a street address has not been assigned provide APN) Street or Assesor Parcel Number:

City: Zip Code:

C. CDBG Funds Requested: (total amount for the project only) D. Where will the proposed activity occur (be specific as to the geographic boundaries)? If the project involves a new or existing facility, what is the proposed service/benefit area for the facility? E. In which City (ies)/Communities does the activity occur? City (ies):

Community (ies):

NOTE: HWS will make the final determination of the appropriate service area of all proposals.

East side of Mission Trail between Elberta Road and Malaga Road, in the public right-of-way 381
2 F. If this project benefits residents of more than one community or jurisdiction, have requests been submitted to those other entitlement jurisdictions? (i.e., County district(s) 1st, 2nd, 3rd, 4th, and/or 5th, City of Palm Springs, City of Moreno Valley, City of Riverside, etc.)

G. Check ONLY the applicable category your application represents.

Public Service
Homeless Activities
Real Property Acquisition (Must consult with HWS prior to submitting application) Housing
Rehabilitation/Preservation (please provide picture of structure) Public Facilities (construction)
Infrastructure (i.e. Streets, Sewer, Sidewalk, etc.)
Other: (provide description) ________________ __

H. Respond to A & B only if this application is for a public service project.

(a) Is this a NEW service provided by your agency? Yes No

(b) If service is not new, will the existing public service activity level be substantially increased or improved? ________________ __

382
3 IV. PROJECT NARRATIVE
A. Provide a detailed Project Description. The description should only address or discuss the specific activities, services, or project that is to be assisted with CDBG funds. If CDBG funds will assist the entire program or activity, then provide a description of the entire program or activity.

B. Provide a detailed description of the proposed use of the CDBG funds only (e.g. construction design, purchase of specific equipment, rent, supplies, utilities, salaries, etc.):

C. What are the goals and objectives of the project, service, or activity? How will you measure and evaluate the success of the project to meet these goals and objectives (measures should be qualitative)?
383
4 D. Please identify the project milestones using an Estimated Timeline for Project Implementation:

V. PROJECT BENEFIT

A. Indicate the number of people or households that will directly benefit from your proposal using CDBG funds: Note: This is based on the expected number of clients to be served if the County funds your project for the requested amount.

B. Indicate the number of unduplicated clients that will be served (An unduplicated client is counted only once, no matter how many direct services the client receives during a funding year) :

384
5 C. Length of proposed CDBG-funded activities or service (weeks, months, year):

D. Service will be provided to (check one or more):

Men Seniors
Women Severely Disabled Adults
Children (Range of children’s ages :__________) Migrant Farm Workers Homeless (Number of beds at facility :________) Families

E. What methods will be used for community involvement to assure that all who might benefit from the project are provided an opportunity to participate?

F. What evidence is there of a long-term commitment to the proposal? Describe how you plan to continue the work (project) after the CDBG funds are expended?

385
6 VI. National Objective
All CDBG-funded activities must meet at least one of the following National Objectives of the CDBG program. Indicate the category of National Objective to be met by your activity.

CATEGORY A: Benefit to low -moderate income persons (must be documented) . Please choose either subcategory 1 or 2:

1. Limited Clientele:

The project serves clientele that will provide documentation of their family size, income, and ethnicity.

Identify the procedure you currently have in place to document that at least 51% of the clientele you serve are low-moderate income persons.

2. Clientele presumed to be principally low - and moderate-income persons:

The following groups are presumed by HUD to meet this criterion. You will be required to submit a certification from the client (s) that they fall into one of the following presumed categories.

The activity will benefit (check one or more)
Abused children Homeless persons
Battered spouses Illiterate adults
Elderly persons Persons living with AIDS
Severely disabled adults Migrant Farm workers
a. Describe the clientele above to be served by this activity:
b. Discuss how this project directly benefits low- and moderate- income residents:
386
7 CATEGORY B: Area Benefit - The project or facility serves, or is available to, ALL persons located within an area where at least 51% of the residents are low/moderate -income. (Applicant is welcome to contact a County of Riverside, HWS CDBG Program Manager for Census Information) 2020 Census Tract and Block Group numbers:
(must use 2016-2020 ACS data pursuant to HUD Notice -CPD-24-04) https://hud.maps.arcgis.com/apps/webappviewer/index.html?id=ffd0597e8af24f88b501b7e7f326bedd _______________
_______________
_______________
_______________
Total population in Census Tract(s) / block group(s):_______________________ Total percentage of low-moderate population in Census Tract(s) / block group(s):________ CATEGORY C: Activities undertaken to create or retain permanent jobs, at least 51% of which will be made available to or held by low/moderate-income persons.

Proposed Job Creation/Retention
Total Jobs Expected to Create: ______________________________________________ Total Jobs Expected to Retain: ______________________________________________ CATEGORY D: Activities that provide assistance to micro-enterprise owners/developers who are low/moderate-income.

Proposed Assistance to Businesses
New Businesses expected to assist: ______________________________________________ Existing Businesses expected to assist: ___________________________________________ Enter Total Businesses expected to assist: _________________________________________ 387
8 VII. FINANCIAL INFORMATION
A. Proposed Project Budget
Complete the following annual program budget to begin July 1, 2026. If your proposed CDBG-funded activity will start on a date other than July 1, 2026, please indicate starting date. Provide total Budget information and distribution of CDBG funds in the proposed budget.

The budgeted items are for the specific activity for which you are requesting CDBG funding - NOT for the budget of the “entire” organization or agency. (Note: CDBG funds requested must match amount requested in Project Activity, C above.)
(EXAMPLE: The Valley Senior Center is requesting funding for a new Senior Nutritional Program. The total cost of the program is $15,000 and $10,000 in CDBG funds is being requested for operating expenses associated with the proposed activity. The total Activity/Project Budget will include $5,000 of other non-CDBG funding and $10,000 in CDBG funds for a Grand Total of $15,000).

TOTAL ACTIVITY/

PROJECT BUDGET CDBG FUNDS
(Include non-CDBG Funds REQUESTED-Only
and CDBG Funds)
I. Personnel
A. Salaries & Wages $____________________ $__________________ B. Fringe Benefits $____________________ $__________________ C. Consultants & Contract Services $____________________ $__________________ PERSONNEL SUB-TOTAL $____________________ $__________________ II. Non-Personnel
A. Space Costs $____________________ $__________________ B. Rental, Lease or Purchase of
Equipment $____________________ $__________________
C. Consumable Supplies $____________________ $__________________ D. Travel $____________________ $__________________
E. Telephone $____________________ $__________________ F. Utilities $____________________ $__________________ G. Other Costs $____________________ $__________________ NON-PERSONNEL SUB-TOTAL: $____________________ $__________________ III. Other
A. Architectural/Engineering Design $____________________ $__________________ B. Acquisition of Real Property $____________________ $__________________ C. Construction/Rehabilitation $____________________ $__________________ D. Indirect Costs $____________________ $__________________ E. Other $____________________ $__________________
OTHER SUB-TOTAL: $____________________ $__________________ GRAND TOTAL: $____________________ $__________________ 388
9 B. Leveraging
List other funding sources and amounts (commitments or applications) which will assist in the implementation of this activity. Current and pending evidence of leveraging commitments/applications must be submitted with application. (Attach)

TYPE SOURCE AMOUNT SOURCE AMOUNT SOURCE AMOUNT TOTAL

FEDERAL

STATE/LOCAL

PRIVATE
OTHER
TOTAL: ___________________
C. What type of long -term financial commitment is there to the proposal? Describe how you plan to continue the work (project) after the CDBG funds are expended? D. Provide a summary by line item of your organization’s previous year’s income and expense statement. (Attach)
E. Does this project benefit residents of more than one community or jurisdiction, have requests been submitted to those other jurisdictions? Yes No If yes, identify sources and indicate outcome. ________________________________________ If no, please explain. ____________________________________________________________ F. Was this project or activity previously funded with CDBG? Yes No If yes, when? ________________________________________
389
10 Is this activity a continuation of a previously funded (CDBG) project? Yes No

If yes, explain: ________________________________________

VIII. MANAGEMENT CAPACITY

A. Describe your organization’s experience in managing and operating project or activities funded wi th CDBG or other Federal funds.

B. Management Systems
Does your organization have written and adopted management systems ( i.e., policies and procedures) including personnel, procurement, property management, record keeping, financial management, etc.?

C. Capacity
Please provide the names and qualifications of the person(s) that will be primarily responsible for the implementation and completion of the proposed project.

390
11 IX. APPLICATION CERTIFICATION

Undersigned hereby certifies that (check box after reading each statement and digitally sign the document):

1. The information contained in the project application is complete and accurate. ___ __

2. The applicant agrees to comply with all Federal and County policies and requirements imposed upon the project or activity funded by the CDBG program. ___ __

3. The applicant acknowledges that the Federal assistance made ava ilable through the CDBG program funding will not be used to substantially reduce prior levels of local, (NON -CDBG) financial support for community development activities. ___ __

4. The applicant fully understands that any facility built or equipment purchased with CDBG funds shall be maintained and/or operated for the approved use throughout its economic life , pursuant to CDBG regulation. ___ __

5. If CDBG funds are approved, the applicant acknowledges that sufficient non-CDBG funds are available or will be available to complete the project as described within a reasonable timeframe. ___ __

6. On behalf of the applying organization, I have obtained authorization to submit this application for CDBG funding. (DOCUMENTATION ATTACHED Minute Action and/or written Board Approval signed by the Board President) ___ __

DATE: ____________________

Signature: ___________________________________________

Print Name/Title
Authorized Representative: ____________________________________________

391
12 CHECK-LIST:

The following required documents listed below have been attached. Any missing documentation to the application will be cause for the application to be reviewed as INELIGIBLE.

Yes No ATTACHMENT

1. Members/Board of Directors

2. Articles of Incorporation and Bylaws

3. Project Activity Map

4. Project Benefit, Category B, Low Mod Area Maps (Attach if applicable)

5. Leveraging (Current evidence of commitment)

6. Income and Expense Statement

7. Management Capacity (Detailed organizational chart)

8. Board Written Authorization approving submission of application

392

ATTACHMENT B

Low/Mod Income Target Area Map

393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427

Carlos Marquez, Mayor, Dist. 1 City of Wildomar
Dustin Nigg, Mayor Pro Tem, Dist. 2 23873 Clinton Keith Rd, Ste. 110 Ashlee DePhillippo, Council Member, Dist. 5 Wildomar, CA 92595 Bridgette Moore, Council Member, Dist. 4 951.677.7751 Phone Joseph Morabito, Council Member, Dist. 3 www.wildomar.gov

February 10, 2026

Mrs. Susana Orozco
Principal Development Specialist, CDBG Program
Riverside, CA 92501

Subject: Supplemental Agreement Extension Request

Dear Mrs. Orozco,

Pursuant to the Supplemental Agreement 1.WD.22-24 for the use of Community Development Block Grant Funds ("Agreement") , dated December 16, 2024, the agreement expire d on June 30, 202 5, which in error provided the City only 6 months’ time to complete its Public Facility Improvement, Sedco Sidewalk Pro ject – Phase III.

Under Section 5, Extension of Time, if the Project(s) are not substantially completed by the deadline set forth in the applicable completion schedule(s) due to a force majeure event (refer to Section 40 below), the COUNTY may consider extending the completion schedule for the project(s).

The City of Wildomar is formally notifying the County of Riverside, Housing and Workforce Solutions, in writing of the request for an extension of time to complete Sedco Sidewalk Project – Phase III. We are requesting an extension of the agreement until June 30, 2027. This date is consistent with Section 3. Terms of Agreement set forth in Supplemental Agreement 3.WD.23-25, which is allocating funds for this same Project as 1.WD.22-24.

Sincerely,

Chris Mann
City Manager

428
FY 26/27 Notice of Funding Availability (NOFA) for
the County of Riverside's 2026-2027 Urban County
CDBG program for Cooperating Cities
• FY 26/27 anticipated funding of $129,400
• Notice released by City Staff on October 15, 2025
• Federal guidelines require minimum period of 30 days
• Closed on November 17, 2025
• City received one application from an eligible non-profit prior to the filing deadline.
• $15,000 is being requested by Dream Center Lake Elsinore for their HOPE food pantry program.
• Staff recommends that the remaining FY 26/27 CDBG
allocation ($114,400 if the non-profit is awarded) be
applied towards the Mission Trail/Sedco Sidewalk Project - Phase III (CIP 044-3) located within the City’s low-mod area.

Malaga Park, CDBG Project
Completed in FY 2017/2018 429

CITY OF WILDOMAR

CITY COUNCIL REGULAR MEETING

GENERAL BUSINESS
Agenda Staff Report # 3.1

Meeting Date: February 10, 2026
SUBJECT:

FY2025-26 Mid-Year Budget Report
SUBMITTED BY:

Adam Jantz, Finance Manager
PREPARED BY:

Adam Jantz, Finance Manager

ACTION:

1. Review and approve the classification descriptions, pay plan, and classification schedule, and adopt a Resolution entitled:

RESOLUTION NO. 2026 - _____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, APPROVING THREE NEW CLASSIFICATION DESCRIPTIONS; APPROVING THE UPDATED POSITION CLASSIFICATION SCHEDULE; AND AMENDING THE EXISTING

PAY PLAN TO INCLUDE THESE POSITIONS

2. Review and approve the Fiscal Year 2025-26 2nd Quarter Budget Report, and adopt a Resolution entitled:

RESOLUTION NO. 2026 - _____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, AUTHORIZING ADJUSTMENTS TO THE FY2025-26 BUDGETED REVENUES AND

EXPENSES AND ADOPTING A REVISED SCHEDULE OF AUTHORIZED POSITIONS SUMMARY:

FY2025-26 Mid-Year Budget Report

BACKGROUND:

This Mid-Year budget report for Fiscal Year 2025-26 reflects the Finance Department’s continued efforts to provide timely, accurate, and understandable financial information to assist the City Council with the decision-making process. All funds have been reviewed in preparing this report.

The City Council adopted the original FY2025-26 Budget as part of the FY2026 & FY2026 Biennial Budget on June 11th, 2025. The adopted budget was adjusted on November 12th, 2025. This Mid-Year Budget Report is now being presented to the Council to provide an update on the City’s financials in the interest of transparency and in accordance with the City budget policy.

DISCUSSION:

This Mid-Year budget report is meant to provide an update on the financial developments and adjust for changing condition over the last quarter.
430

For revenues, staff are proposing an increase to property tax revenue projections to reflect 5% over the previous year's actuals, which is in line with current growth rates. Interest income in the General Fund is also proposed to increase by $100,000 due to continued high interest rates. There has also been a recent resurgence in activity on older deposit-based projects.

Therefore, Development Engineering Deposit revenue projections are proposed to increase by $140,000. Cemetery service revenue has also been higher than anticipated. Staff are proposing to increase Cemetery service revenue projections by $36,000 in total.

For general fund expenditures, an increase of $125,100 in the City Manager department is being proposed to cover the costs of federal lobbying for Community Project Funding, the preparation of a strategic plan, and refurnishing the administration suites to accommodate newly approved positions. Human Resources expenditures are proposed to increase by $35,600 for the reclassification of the Human Resources Technician to a Human Resources and Risk Analyst and for temporary staff augmentation for the upcoming recruitments and employee organization negotiations. Due to the conversion of the Community Services Department to Community Engagement, there are adjustments proposed to accommodate the reallocation of staffing costs from Community Engagement to Facilities, with a net increase of $28,500 for equipment rentals and maintenance.

In Development Engineering, staff are requesting an increase in appropriations for Contractual services. This is due to the reliance on contract staff support for positions while recruitments are ongoing. There are also projected increases in expenditures for animal control due to the change in the member agencies’ debt service percentages being applied to the shelter operations expense allocations as well. The last significant change proposed in the General Fund is the establishment of a new cost center for Public Safety to accommodate the new department and fund the Public Safety Manager position for the remainder of the fiscal year.

In non-general fund expenditures, staff are proposing to add $314,000 in new appropriations in Measure AA to enhance the City’s in-house Road Maintenance Program. The City is proposing to fund the purchase of a skid steer, pavement roller, and asphalt mix. It will also cover the costs incurred over the holidays due to emergency repairs. This equipment will allow the program to be more responsive to pavement issues as they will be less reliant on contractors to respond to pavement failures. It will also allow the crew to be more proactive in fixing pavement issues before failure. There is also $4,000,000 in expenses proposed for the CFD 2023-1 Avalino bond issuance to record the utilization of some of the bond proceeds.

In addition to the adjustments above, several changes to the Schedule of Authorized Positions are proposed to better serve the public. The Deputy City Clerk is proposed to be reclassified to a Deputy City Clerk/Executive Assistant to reflect additional duties performed. Due to the increased complexity of the upcoming employee organization negotiations, staff are proposing the Human Resources Technician to be reclassified to a Human Resources & Risk Analyst.

There is also one promotion from Building Inspector II to Senior Building Inspector. As the Assistant Planner position has recently vacated, staff are proposing a reclassification to an Associate Planner for the recruitment to allow for broader recruitment options. The Maintenance Manager position is proposed to be retitled to Public Works Manager, there is no change in the salary. The Community Services Director position is also being removed from the Schedule of Authorized positions.

In tandem with the revised Schedule of Authorized Positions, staff are also proposing three 431
new classification descriptions for the reclassified positions: Human Resources and Risk Analyst, Deputy City Clerk/Executive Assistant, and Program Fellow. A revised Position Classification Schedule and Pay Plan that reflects these positions is also being proposed. The Pay Plan also includes an increase in the grade of Field Supervisor from Grade 123 to Grade 125 and the retitling of Maintenance Manager to Public Works Manager. A separate Y-rated Public Works Manager position is also being added at Grade 299.

FISCAL IMPACT:

As outlined above.

ATTACHMENTS:

FY2025-26 Mid-Year Budget Presentation
FY2025-26 Mid-Year Budget Report.pdf
Resolution - FY2025-26 Mid-Year Budget .docx
Resolution - Pay Plan, Classification Schedule and Job.docx Exhibit A - Job Descriptions.pdf
Exhibit B - Position Classification Schedule.pdf
Exhibit C - Pay Plan Effective 3-1-26.pdf
432
City of Wildomar
FY2025-26
Mid-Y ear Budget Report
February 10th, 2026
Adam Jantz – Finance Manager
433
General
Fund
Summary
Current Proposed
Beginning Balance 10,283,691$ 10,283,691$
Revenues 20,525,900 21,248,900
Expenditures (21,005,700) (21,783,500)
Projected Ending Balance 9,803,891$ 9,749,091$ Net Change (54,800)$
General Fund 100
434
Revenue
Trends
Property Tax Receipts Still
Increasing
Bradley Burns Flat
Measure AA Increasing with
Inflation
Cemetery Service Revenue
Higher Than Normal
435
436
Expenditure
Trends
Legal Costs to Increase as MOU
Negotiations Begin
Expanding the Maintenance Program to
Improve Pavement Repair Capabilities
Recent Increase in Development Engineering
Contract Support Expenditures Due to
Resurgence in Developer Activity
Increasing Facilities Cost
437
Proposed
Personnel
Adjustments
Five Reclassifications
Three New Job Descriptions
Conversion of 4610 Community Services to
Community Engagement
Establishing 4625 Public Safety Department
Cost Center
Retitling of Maintenance Manager to Public
Works Manager & Grade Adjustment for Field
Supervisor
438
Proposed
Revenue
Adjustments
Increase of $140K to Development
Engineering Revenue
Based on the FY2024-25 Actuals,
Property Tax Projections Are Being
Revised Upwards $440K
With Interest Rates Remaining High,
Interest Income Revenue is Being
Increased By $100K
Increase Cemetery Service Revenue
Projections By $36K
439
Proposed
Road
Maintenance
Adjustments
Add $120K for Skid Steer In Measure AA
Add $27K for Pavement Roller In Measure
AA
Add $115K in Measure AA for Clearing
Storm Drain Pipes and the Emergency
Repairs On Grand
Add $52K for Asphalt Mix & Materials In
Measure AA
440
Proposed
Expenditure
Adjustments
Add $4,000,000 in Fund 608 for the Usage of
CFD 2023-1 Bond Proceeds Recently Issued
Add $120K in City Manager Dept for
Strategic Plan & Admin Suite Furnishings for
New Staff
Increase Development Engineering by $240K
to Cover Contract Staffing While Positions
Are Being Filled
Increase Animal Shelter $200K for Revised
Operations Cost Allocation
441
Proposed
Expenditure
Adjustments
Reallocation of Staffing Budgets
from Community Engagement
to Facilities
Add $35K in Human Resources
for Reclassification and
T emporary Support
Increase Appropriations By
$98K for a Public Safety
Manager
442
Road Maintenance
Program
• Added Graffiti Trailer Last Fall
• After Several Incidents of Pavement
Failure During Storms, the City is
Looking to Expand Its Pavement Rehab
Capabilities By Adding:
• Skid Steer
• Roller
• Asphalt & Materials
• Interim Storage Facilities At Lot 5
443
Questions?
444
City of Wildomar
FY2026 Mid-Year
Budget Report
1 445
Position
Number of
Positions Status Salary Costs
Health Insurance
Allocation
Other
Compensation,
Retirement &
Payroll Taxes
Total Budgeted
Position Cost
City Council
City Council Member (Total) - Not Counted as FTEs 5 Filled 76,500$ 108,420$ 10,270$ 195,190$ City Manager
City Manager 1 Filled 270,790 17,952 48,866 337,609 Assistant to the City Manager 1 Filled 140,379 21,972 26,047 188,398 Economic Development Manager 1 Vacant 140,483 21,972 46,873 209,328 Community Engagement Coordinator 1 Vacant 25,067 7,746 7,631 40,444 Community Engagement Specialist 1 Vacant 19,642 7,746 6,463 33,851 Public Safety Manager 1 Vacant 67,014 9,155 12,736 88,905 Recreation Leader I/II 1 Filled 21,630 - 2,203 23,834 $922,368
City Clerk's Office
City Clerk 1 Filled 183,754 17,952 65,673 267,378 Deputy City Clerk/Executive Assistant 1 Filled 72,842 17,952 10,009 100,802 $368,181
Human Resources & Risk Management
1 Filled 162,718 21,972 28,375 213,065 Human Resources & Risk Manager Human Resources & Risk Analyst 1 Filled 84,365 21,972 13,024 119,360 $332,426
Finance
Finance Manager 1 Filled 151,091 17,952 27,903 196,946 Senior Financial Analyst 1 Vacant 38,899 7,470 9,571 55,940 Management Analyst I/II 1 Filled 72,644 21,972 9,162 103,778 Accountant I/II 1 Filled 80,080 17,952 10,996 109,028 Accountant I/II 1 Filled 88,295 17,952 15,588 121,834 Accounting Specialist I/II 1 Filled 65,971 17,952 11,771 95,693 Accounting Specialist I/II 1 Vacant 76,418 21,972 11,985 110,375 $793,596
Public Works Maintenance
Public Works Manager 1 Filled 188,365 59,324 68,332 316,021 Field Supervisor 1 Filled 107,578 21,972 17,909 147,459 Senior Management Analyst 1 Filled 107,333 18,957 17,739 144,028 Senior Facilities Maintenance Worker 1 Filled 70,917 21,972 16,328 109,217 Maintenance Worker I/II 1 Filled 61,256 21,972 9,484 92,712 Maintenance Worker I/II 1 Filled 65,971 20,532 12,527 99,030 Maintenance Worker I/II 1 Filled 59,851 21,972 10,001 91,824 Maintenance Worker I/II 1 Filled 59,851 21,972 9,270 91,094 Maintenance Worker I/II - PW 1 Filled 59,758 21,972 14,965 96,695 Maintenance Worker I/II - PW 1 Filled 64,376 21,972 15,579 101,927 Maintenance Worker I/II - PW 1 Filled 55,557 21,972 14,413 91,941 Maintenance Worker I/II - PW 1 Filled 58,386 21,972 14,789 95,147 Administrative Assistant I/II 1 Filled 64,329 17,952 11,098 93,379 $1,570,474
Community Development
Community Development Director 1 Filled 218,171 23,473 43,204 284,848 Planning Manager (Unfunded) 1 Vacant - - - -
Principal Planner 1 Filled 135,852 23,473 26,263 185,588 Intern II-Planning 1 Filled 22,176 - 1,996 24,172 Associate Planner 1 Vacant 88,296 21,972 12,133 122,401 Chief Building Official 1 Filled 170,854 21,972 50,777 243,603 Senior Building Inspector 1 Filled 91,146 21,972 14,953 128,070 Senior Building Inspector 1 Filled 104,905 21,972 16,806 143,683 Senior Management Analyst - Building 1 Filled 130,768 17,952 19,105 167,825 Administrative Assistant I/II 1 Filled 35,661 21,972 8,232 65,865 Development Services Technician I/II 1 Filled 74,542 17,952 11,452 103,946 Code Enforcement Manager 1 Filled 137,058 21,972 49,175 208,205 Code Enforcement Supervisor 1 Filled 104,841 21,972 36,307 163,120 Code Enforcement Officer I/II 1 Filled 76,290 17,952 25,076 119,318 Code Enforcement Officer I/II 1 Filled 34,378 - 885 35,263 Senior Management Analyst - Code/OEM 1 Filled 110,022 21,972 34,658 166,652 $2,162,559
Public Works Administration & Engineering
Public Works Director/City Engineer 1 Filled 193,029 17,952 35,221 246,202 Principal Engineer 1 Filled 162,624 21,972 28,343 212,938 Senior Engineer/Engineering Division Manager - CIP 1 Vacant 162,624 21,972 28,343 212,938 Associate Engineer - CIP 1 Filled 124,457 21,972 20,467 166,896 Associate Engineer - CIP 1 Filled 124,457 17,952 18,426 160,835 Associate Engineer-CIP 1 Vacant 99,851 21,972 13,733 135,556 Development Services Technician I/II 1 Filled 64,371 21,972 8,862 95,206 Public Works Inspector I/II 1 Vacant 90,555 21,972 14,428 126,955 Administrative Assistant I/II - PW/ENG 1 Filled 61,365 21,972 8,465 91,802 Senior Management Analyst - Engineering 1 Filled 134,031 17,952 21,046 173,029 $1,622,355
Total Authorized Positions: 62 Total Budgeted Cost of Positions: 7,967,147$ *Reclassification *Promotion *New
Budgeted Position Costs
City of Wildomar
Revised Schedule of Authorized Positions
FY 2025-26 (Effective March 1st, 2026)
2 446
Total City of Wildomar Budget Summary
FY2025-26 Proposed Mid-Year Adjusted Budget
Total Net
Equity + Approved
Revenues +
Proposed
Revenue
Adjustments
=
Estimate
Funds
Available
- Approved
Appropriations -
Proposed
Expenditur
e
Adjustments
= Estimated
Fund Balanace
FY25 FY26 FY26 FY26 FY26
General Fund
100 - General Fund $10,283,691 $20,525,900 $723,000 $31,532,591 $21,005,700 $777,800 $9,749,091 103 - Pension Liability Fund 904,631 - - 904,631 - - 904,631 105 - Asset Replacement Fund 351,801 - - 351,801 - - 351,801 110 - Development Agreement 3,426,415 1,104,200 - 4,530,615 34,900 0 4,495,715 115 - American Rescue Plan Act 466,761 1,015,000 - 1,481,761 1,416,800 - 64,961 120 - Measure AA Fund 10,295,224 6,194,000 - 16,489,224 5,979,300 314,000 10,195,924 125 - General Plan Update Fund (306,886) 320,000 - 13,114 - - 13,114 130 - Field Operations Center 480,864 77,400 - 558,264 75,000 - 483,264 Total General Funds 25,902,499 29,236,500 723,000 55,861,999 28,511,700 1,091,800 26,258,499 Non-General Funds
200 - Gas Tax $422,460 $1,094,500 - $1,516,960 $939,700 - $577,260 201 - Measure A 2,028,215 1,115,000 - 3,143,215 2,725,200 - 418,015 202 - TDA Fund (51,275) 1,319,600 - 1,268,325 1,103,100 - 165,225 203 - AQMD 388,225 52,000 - 440,225 116,900 - 323,325
204 - Waste Services 1,853,545 266,700 - 2,120,245 108,800 - 2,011,445 205 - SLESF 0 190,900 - 190,900 190,900 - 0
206 - CDBG 1 262,100 - 262,101 262,100 - 1
207 - Public Education & Government (PEG) Fund 136,505 36,500 - 173,005 124,600 - 48,405 208 - Streetlight Fund 143,905 175,700 - 319,605 175,700 - 143,905 210 - Grants 0 178,000 - 178,000 71,500 - 106,500
300 - Cemetery 888,652 960,400 84,400 1,933,452 1,775,000 2,200 156,252 301 - Cemetery Endowment 533,541 62,000 - 595,541 - - 595,541 302 - Cemetery Capital Improvement Fund (12,028) 600,000 - 587,972 568,000 - 19,972 410 - Admin DIF (68,304) 19,300 - (49,004) - - (49,004) 420 - Public Facilities DIF 720,225 121,100 - 841,325 - - 841,325 421 - Police DIF 740,846 76,500 - 817,346 - - 817,346
422 - Animal Shelter DIF (853,802) 40,800 - (813,002) 56,000 - (869,002) 423 - Corp Yard DIF 49,805 27,400 - 77,205 27,400 - 49,805 430 - Fire Facilities DIF 1,103,864 140,000 - 1,243,864 - - 1,243,864 440 - Trans-Roads DIF 4,539,150 2,341,100 - 6,880,250 2,934,500 - 3,945,750 450 - Trans-Signals DIF 488,522 260,500 - 749,022 332,000 - 417,022 451 - Drainage DIF 1,886,589 1,116,500 - 3,003,089 180,000 - 2,823,089 460 - Park Land Acquisition DIF (514,783) 167,200 - (347,583) 63,000 - (410,583) 461 - Park Improvements DIF 2,868,264 1,671,100 - 4,539,364 2,592,400 - 1,946,964 470 - Community Ctr DIF 654,192 102,400 - 756,592 - - 756,592 480 - Multipurpose Trails DIF 992,416 449,800 - 1,442,216 - - 1,442,216 490 - Library DIF 13,081 - - 13,081 12,900 - 181
500 - Capital Reinvestment (213,796) 213,800 - 4 173,800 - (173,796) 501 - RMRA Capital Projects 1,734,408 993,800 - 2,728,208 2,645,000 - 83,208 502 - RCFC-Local Grant (363,590) 223,500 - (140,090) - - (140,090) 503 - TUMF-Local Grant (5,283,025) 16,293,500 - 11,010,475 16,293,500 - (5,283,025) 506 - HSIP-Federal Grant (21,064) 791,500 - 770,436 790,500 - (20,064) 507 - State Funded Capital Projects-Misc (89,009) 1,233,300 - 1,144,291 1,233,300 - (89,009) 508 - Local Capital Grants-Misc (22,902) 12,838,600 - 12,815,698 12,838,600 - (22,902) 509 - Federal Grants (5,097) 150,000 - 144,903 150,000 - (5,097) 510 - Bond Proceeds Fund - 2,272,900 - 2,272,900 2,272,900 - 0 601 - LLMD 89-1C 1,344,696 360,400 - 1,705,096 1,049,100 26,400 629,596 602 - CSA-22 (133,543) 31,900 - (101,643) 44,700 - (146,343) 603 - CSA-103 (247,911) 181,800 - (66,11
1) 230,500 - (296,611)
604 - CSA-142 115,354 39,100 - 154,454 32,400 - 122,054 606 - CFD 2013-1 2,249,324 698,800 - 2,948,124 696,000 22,900 2,229,224 607 - CFD 2022-3 (2,703,536) 354,000 - (2,349,536) 322,200 - (2,671,736) 608 - CFD 2023-1 7,890 400,400 - 408,290 30,000 4,000,000 (3,621,710) 610 - CFD 2013-1 Special Tax B 0 253,800 - 253,800 253,700 - 100 611 - CFD 2022 Special Tax B 0 367,100 - 367,100 367,000 - 100 612 - CFD 2022-1 Special Tax A 177,134 319,800 - 496,934 294,600 - 202,334 613 - CFD 2022-2 Special Tax A 273,651 450,200 - 723,851 31,200 - 692,651 690 - Measure Z Park 34,796 431,300 - 466,096 352,900 - 113,196 Total Non-General Funds 15,805,588 51,746,600 84,400 67,636,588 54,461,600 4,051,500 9,123,488 Total City Funds 41,708,087 80,983,100 807,400 123,498,587 82,973,300 5,143,300 35,381,987 3 447
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget
%
Received

Proposed
Adjustment
Proposed 2nd
Quarter
Budget
100 - General Fund
3220 - Cannabis Application Fee 55,300 - 55,300 - - 55,300 3221 - Cannabis Regulatory Fee 213,300 213,923 (623) 100% 700 214,000 3225 - Cannabis Sales Tax 350,000 - 350,000 - - 350,000 3300 - Abandoned Property Registration 1,000 200 800 20% - 1,000 3310 - Public Safety Revenue 20,000 8,263 11,737 41% - 20,000 3320 - Special Event Revenue 7,000 820 6,180 12% - 7,000 3321 - Community Room Rental Fee 10,000 1,730 8,271 17% - 10,000 3324 - RTA Bus Pass 200 60 140 30% - 200
3270 - Fines & Forfeitures 50,000 11,915 38,085 24% - 50,000 3271 - AMR Fines 53,500 18,549 34,951 35% - 53,500
3120 - Franchise Fee-Solid Waste 515,000 293,961 221,039 57% 15,000 530,000 3121 - Franchise Fee-Electricity 485,200 - 485,200 - - 485,200 3122 - Franchise Fee-Gas 120,000 - 120,000 - - 120,000
3123 - Franchise Fee Cable-Charter Comm. 185,000 29,281 155,719 16% - 185,000 3124 - Franchise Fee-Telecomm-Frontier
Comm. 110,000 8,165 101,835 7% - 110,000
3500 - Motor Vehicle License Fee 59,100 - 59,100 - - 59,100 3501 - Vehicle License Fee Replacement
SB130 3,963,400 - 3,963,400 - - 3,963,400
3525 - State Mandated Cost Reimb 40,000 - 40,000 - (15,000) 25,000 3200 - Business Registration Fee 65,000 31,299 33,701 48% - 65,000 3201 - NPDES Inspection Fee 2,000 2,358 (358) 118% 500 2,500 3210 - Planning Fee 574,200 297,302 276,898 52% - 574,200 3230 - Develop/Engineering Permit Fee 15,000 4,346 10,654 29% - 15,000 3235 - Encroachment Permit 140,000 49,950 90,050 36% - 140,000 3240 - Building & Safety Fee 2,067,600 1,193,897 873,703 58% - 2,067,600 3243 - BSAF Admin Retention Revenue 900 - 900 - - 900
3244 - MSHCP Admin Fee 6,000 1,194 4,806 20% - 6,000
3250 - Fire Fees 150,000 35,005 114,995 23% - 150,000
3260 - Private Development Fee-Planning - 7,023 (7,023) - - - 3261 - Private Development - Engineering 20,000 58,411 (38,411) 292% 140,000 160,000 3262 - Private Development Fee - Building - 1,871 (1,871) - - - 3268 - Code Enforcement Revenue 25,000 14,495 10,505 58% - 25,000 3259 - Fixed Engineering Project Revenue 653,400 310,347 343,053 47% - 653,400 3860 - Professional Development Fee-Building 7,200 4,655 2,545 65% - 7,200 3863 - Technology Fee-Building 12,000 6,235 5,765 52% - 12,000 3861 - Professional Development Fee-Planning 200 195 5 98% - 200 3862 - Professional Development Fee-
Engineering 200 - 200 - - 200
3864 - Techonology Fee - Planning 200 318 (118) 159% 100 300 3850 - Miscellaneous Income 15,000 4,131 10,869 28% - 15,000 3852 - Sponsorships & Donations 4,000 6,995 (2,995) 175% 3,000 7,000 3903 - DAERF Administrative Services Fees 500 - 500 - - 500 3955 - Public Surplus Revenue 1,500 - 1,500 - - 1,500
3515 - Worker's Comp Reimbursements 15,000 - 15,000 - - 15,000 3650 - Tenant Lease Revenue 53,000 32,388 20,612 61% - 53,000 3690 - Pension Trust Reimbursement 57,200 - 57,200 - - 57,200 3104 - RPTTF Pass Through Tax 216,700 133,814 82,886 62% 90,700 307,400 Other General Funds
4 448
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget
%
Received

Proposed
Adjustment
Proposed 2nd
Quarter
Budget
3105 - Property Tax-Secured 5,433,900 1,823,671 3,610,229 34% 215,700 5,649,600 3106 - Property Tax-Unsecured 292,600 308,119 (15,519) 105% 45,000 337,600 3107 - Property Tax-Prior Year 186,700 - 186,700 - 0 186,700 3108 - Property Tax-HOPTR 44,900 6,018 38,882 13% - 44,900 3109 - Property Tax-Supplemental, SBE 141,600 - 141,600 - 89,200 230,800 3110 - Real Property Transfer Tax 226,500 49,472 177,028 22% - 226,500 3113 - Property Tax-Misc Adjustments 1,200 769 431 64% - 1,200 3100 - Sales & Use Tax 2,757,300 974,998 1,782,302 35% 38,100 2,795,400 3900 - Transfers In 521,400 - 521,400 - - 521,400
3800 - Interest Income 500,000 356,155 143,845 71% 100,000 600,000 3801 - Gain or Loss on Investment 80,000 25,047 54,953 31% - 80,000 Total 100 - General Fund $20,525,900 $6,327,345 $14,198,555 31% $723,000 $21,248,900 110 - Development Agreement
3222 - Cannabis Development Agreement Fee 1,054,200 100,925 953,275 10% - 1,054,200 3800 - Interest Income 40,000 53,302 (13,302) 133% - 40,000 3801 - Gain or Loss on Investment 10,000 10,069 (69) 101% - 10,000 Total 110 - Development Agreement $1,104,200 $164,296 $939,904 15% - $1,104,200 115 - American Rescue Plan Act
3540 - Grant Revenue 1,000,000 - 1,000,000 - - 1,000,000 3800 - Interest Income - 5,045 (5,045) - - -
3801 - Gain or Loss on Investment 15,000 - 15,000 - - 15,000 Total 115 - American Rescue Plan Act $1,015,000 $5,045 $1,009,955 0% - $1,015,000 120 - Measure AA Fund
3100 - Sales & Use Tax 5,814,000 2,463,014 3,350,986 42% - 5,814,000 3800 - Interest Income 280,000 206,032 73,968 74% - 280,000 3801 - Gain or Loss on Investment 100,000 25,429 74,571 25% - 100,000 Total 120 - Measure AA Fund $6,194,000 $2,694,475 $3,499,525 44% - $6,194,000 125 - General Plan Update Fund
3900 - Transfers In 320,000 - 320,000 - - 320,000
Total 125 - General Plan Update Fund $320,000 - $320,000 - - $320,000 130 - Field Operations Center
3900 - Transfers In 77,400 - 77,400 - - 77,400
Total 130 - Field Operations Center $77,400 - $77,400 - - $77,400 Total Other General Funds Revenue $29,236,500 $9,191,162 $20,045,338 31% $723,000 $29,959,500 5 449
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget % Received Proposed
Adjustment
Proposed 2nd
Quarter
Budget
200 - Gas Tax
3503 - Gas Tax 2103 342,600 185,682 156,918 54% - 342,600 3505 - Gas Tax 2105 239,600 113,644 125,956 47% - 239,600 3506 - Gas Tax 2106 154,300 73,942 80,358 48% - 154,300 3507 - Gas Tax 2107 327,000 152,716 174,284 47% - 327,000 3508 - Gas Tax 2107.5 6,000 6,000 0 100% - 6,000
3900 - Transfers In 25,000 - 25,000 - - 25,000
Total 200 - Gas T
ax $1,094,500 $531,984 $562,516 49% - $1,094,500
201 - Measure A
3520 - Measure A Revenue 1,095,000 324,246 770,754 30% - 1,095,000 3800 - Interest Income 20,000 22,796 (2,796) 114% - 20,000 3801 - Gain or Loss on Investment - 4,714 (4,714) - - - Total 201 - Measur
e A $1,115,000 $351,756 $763,244 32% - $1,115,000
202 - TDA Fund
3524 - TDA Article 3 Rev 1,319,600 - 1,319,600 - - 1,319,600 Total 202 - TDA Fund $1,319,600 - $1,319,600 - - $1,319,600 203 - AQMD
3510 - AQMD-AB2766 49,000 9,104 39,896 19% - 49,000
3800 - Interest Income 3,000 - 3,000 - - 3,000
Total 203 - AQMD $52,000 $9,104 $42,896 18% - $52,000
204 - Waste Services
3120 - Franchise Fee-Solid Waste 56,700 - 56,700 - - 56,700 3131 - Street Sweeping Mitigation Fee 170,000 - 170,000 - - 170,000 3800 - Interest Income 30,000 20,380 9,620 68% - 30,000 3801 - Gain or Loss on Investment 10,000 4,214 5,786 42% - 10,000 Total 204 - W
aste Services $266,700 $24,594 $242,106 9% - $266,700
205 - SLESF
3521 - SLESF Revenue 189,900 126,537 63,363 67% - 189,900 3800 - Interest Income 1,000 - 1,000 - - 1,000
Total 205 - SLESF $190,900 $126,537 $64,363 66% - $190,900 206 - CDBG
3540 - Grant Revenue 262,100 - 262,100 - - 262,100
Total 206 - CDBG $262,100 - $262,100 - - $262,100
207 - Public Education & Government (PEG) Fund
3125 - PEG Fee-Cable-Charter Comm. 35,000 5,856 29,144 17% - 35,000 3800 - Interest Income 1,500 - 1,500 - - 1,500
Total 207 - Public Education & Government (PEG) Fund $36,500 $5,856 $30,644 16% - $36,500 208 - Streetlight Fund
3700 - Streetlight Pole Cost Reimbursement 175,700 - 175,700 - - 175,700 3800 - Interest Income - 1,082 (1,082) - - -
Total 208 - Str
eetlight Fund $175,700 $1,082 $174,618 1% - $175,700
Special Revenue Funds
6 450
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget % Received Proposed
Adjustment
Proposed 2nd
Quarter
Budget
210 - Grants
3540 - Grant Revenue 178,000 - 178,000 - - 178,000
Total 210 - Grants $178,000 - $178,000 - - $178,000
Special Revenue Funds Total Revenue $4,691,000 $1,050,913 $3,640,087 22% - $4,691,000 7 451
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget % Received Proposed
Adjustment
Proposed 2nd
Quarter
Budget
3536 - Endowment - 2,157 (2,157) - - -
4100 Cemetery - Plots 40,000 50,049 (10,049) 125% 25,000 65,000 4101 Cemetery - Vaults 10,000 7,631 2,369 76% 2,000 12,000 4102 Cemetery - Niche Walls 2,000 - 2,000 - - 2,000
4103 Cemetery - Open/Close 20,000 19,376 624 97% 5,000 25,000 4104 Cemetery - Setting fees 5,000 3,716 1,284 74% 1,000 6,000 4105 Cemetery - Out of District 8,000 3,636 4,364 45% - 8,000 4106 Cemetery - Vases 3,000 660 2,340 22% - 3,000
4107 Saturday Service Fees 1,000 2,730 (1,730) 273% 3,000 4,000 3104 - RPTTF Pass Through Tax 45,000 20,266 24,734 45% - 45,000 3105 - Property Tax-Secured 677,800 234,102 443,698 35% 38,400 716,200 3106 - Property Tax-Unsecured 35,600 39,553 (3,953) 111% 10,000 45,600 3107 - Property Tax-Prior Year 11,900 - 11,900 - - 11,900 3108 - Property Tax-HOPTR 5,900 773 5,127 13% - 5,900
3109 - Property Tax-Supplemental, SBE 43,700 - 43,700 - - 43,700 311
1 - Property Tax-Teeter 21,300 - 21,300 - - 21,300
3113 - Property Tax-Misc Adjustments 200 99 101 49% - 200 3800 - Interest Income 20,000 20,380 (380) 102% - 20,000 3801 - Gain or Loss on Investment 10,000 4,214 5,786 42% - 10,000 Total 300 - Cemetery $960,400 $409,341 $551,059 43% $84,400 $1,044,800 301 - Cemetery Endowment
3536 - Endowment 42,000 32,956 9,044 78% - 42,000
3800 - Interest Income 20,000 9,648 10,352 48% - 20,000 Total 301 - Cemetery Endowment $62,000 $42,604 $19,396 69% - $62,000 302 - Cemetery Capital Improvement Fund
3900 - Transfers In 600,000 - 600,000 - - 600,000
Total 302 - Cemetery Capital Impr
ovement Fund $600,000 - $600,000 - - $600,000
Cemetery Funds Total Revenue $1,622,400 $451,945 $1,170,455 28% $84,400 $1,706,800 Cemetery Funds
8 452
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget % Received Proposed
Adjustment
Proposed 2nd
Quarter
Budget
410 - Admin DIF
3561 - DIF-Single Family Residence 1,400 610 790 44% - 1,400 3562 - DIF-Multi-Family Residential 9,100 - 9,100 - - 9,100 3563 - DIF-Commercial 6,800 - 6,800 - - 6,800
3564 - DIF-Industrial 2,000 - 2,000 - - 2,000
Total 410 - Admin DIF $19,300 $610 $18,690 3% - $19,300 420 - Public Facilities DIF
3561 - DIF-Single Family Residence 9,600 3,281 6,319 34% - 9,600 3562 - DIF-Multi-Family Residential 63,500 - 63,500 - - 63,500 3563 - DIF-Commercial 34,000 - 34,000 - - 34,000
3564 - DIF-Industrial 14,000 - 14,000 - - 14,000
3800 - Interest Income - 9,735 (9,735) - - -
3801 - Gain or Loss on Investment - 2,013 (2,013) - - - Total 420 - Public Facilities DIF $121,100 $15,029 $106,071 12% - $121,100 421 - Police DIF
3561 - DIF-Single Family Residence 6,100 2,021 4,079 33% - 6,100 3562 - DIF-Multi-Family Residential 40,500 - 40,500 - - 40,500 3563 - DIF-Commercial 21,300 - 21,300 - - 21,300
3564 - DIF-Industrial 8,600 - 8,600 - - 8,600
3800 - Interest Income - 9,735 (9,735) - - -
3801 - Gain or Loss on Investment - 2,013 (2,013) - - - Total 421 - Police DIF $76,500 $13,768 $62,732 18% - $76,500 422 - Animal Shelter DIF
3561 - DIF-Single Family Residence 5,300 1,653 3,647 31% - 5,300 3562 - DIF-Multi-Family Residential 35,500 - 35,500 - - 35,500 Total 422 - Animal Shelter DIF $40,800 $1,653 $39,147 4% - $40,800 423 - Corp Yard DIF
3561 - DIF-Single Family Residence 2,200 721 1,479 33% - 2,200 3562 - DIF-Multi-Family Residential 14,400 - 14,400 - - 14,400 3563 - DIF-Commercial 7,700 - 7,700 - - 7,700
3564 - DIF-Industrial 3,100 - 3,100 - - 3,100
Total 423 - Corp Y
ard DIF $27,400 $721 $26,679 3% - $27,400
430 - Fire Facilities DIF
3561 - DIF-Single Family Residence 11,200 3,686 7,514 33% - 11,200 3562 - DIF-Multi-Family Residential 73,500 - 73,500 - - 73,500 3563 - DIF-Commercial 39,200 - 39,200 - - 39,200
3564 - DIF-Industrial 16,100 - 16,100 - - 16,100
Total 430 - Fir
e Facilities DIF $140,000 $3,686 $136,314 3% - $140,000 440 - Trans-Roads DIF
3561 - DIF-Single Family Residence 96,700 31,888 64,812 33% - 96,700 3562 - DIF-Multi-Family Residential 519,500 - 519,500 - - 519,500 3563 - DIF-Commercial 1,486,200 - 1,486,200 - - 1,486,200 3564 - DIF-Industrial 238,700 - 238,700 - - 238,700
3800 - Interest Income - 51,439 (51,439) - - -
3801 - Gain or Loss on Investment - 10,637 (10,637) - - - Total 440 - T
rans-Roads DIF $2,341,100 $93,965 $2,247,135 4% - $2,341,100 Development Impact Fees
9 453
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget % Received Proposed
Adjustment
Proposed 2nd
Quarter
Budget
450 - Trans-Signals DIF
3561 - DIF-Single Family Residence 10,800 3,543 7,257 33% - 10,800 3562 - DIF-Multi-Family Residential 58,000 - 58,000 - - 58,000 3563 - DIF-Commercial 165,100 - 165,100 - - 165,100
3564 - DIF-Industrial 26,600 - 26,600 - - 26,600
Total 450 - T
rans-Signals DIF $260,500 $3,543 $256,957 1% - $260,500 451 - Drainage DIF
3561 - DIF-Single Family Residence 37,900 62,357 (24,457) 165% - 37,900 3562 - DIF-Multi-Family Residential 359,700 - 359,700 - - 359,700 3563 - DIF-Commercial 392,400 - 392,400 - - 392,400
3564 - DIF-Industrial 326,500 - 326,500 - - 326,500
Total 451 - Drainage DIF $1,116,500 $62,357 $1,054,143 6% - $1,116,500 460 - Park Land Acquisition DIF
3561 - DIF-Single Family Residence 22,000 7,262 14,738 33% - 22,000 3562 - DIF-Multi-Family Residential 145,200 - 145,200 - - 145,200 Total 460 - Park Land Acquisition DIF $167,200 $7,262 $159,938 4% - $167,200 461 - Park Improvements DIF
3561 - DIF-Single Family Residence 220,300 72,645 147,655 33% - 220,300 3562 - DIF-Multi-Family Residential 1,450,800 - 1,450,800 - - 1,450,800 3800 - Interest Income - 70,976 (70,976) - - -
3801 - Gain or Loss on Investment - 3,355 (3,355) - - - Total 461 - Park Impr
ovements DIF $1,671,100 $146,976 $1,524,124 9% - $1,671,100 470 - Community Ctr DIF
3561 - DIF-Single Family Residence 13,500 4,447 9,053 33% - 13,500 3562 - DIF-Multi-Family Residential 88,900 - 88,900 - - 88,900 Total 470 - Community Ctr DIF $102,400 $4,447 $97,953 4% - $102,400 480 - Multipurpose Trails DIF
3561 - DIF-Single Family Residence 36,100 11,887 24,213 33% - 36,100 3562 - DIF-Multi-Family Residential 237,500 - 237,500 - - 237,500 3563 - DIF-Commercial 124,800 - 124,800 - - 124,800
3564 - DIF-Industrial 51,400 - 51,400 - - 51,400
Total 480 - Multipurpose T
rails DIF $449,800 $11,887 $437,913 3% - $449,800
Development Impact Fees Total Revenue $6,533,700 $365,905 $6,167,795 6% - $6,533,700 10 454
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget % Received Proposed
Adjustment
Proposed 2nd
Quarter
Budget
500 - Capital Reinvestment
3570 - Developer Cash-in-Lieu Payments 213,800 - 213,800 - - 213,800 Total 500 - Capital Reinvestment $213,800 - $213,800 - - $213,800 501 - RMRA Capital Projects
3540 - Grant Revenue 993,800 340,715 653,085 34% - 993,800 Total 501 - RMRA Capital Pr
ojects $993,800 $340,715 $653,085 34% - $993,800
502 - RCFC-Local Grant
3540 - Grant Revenue 223,500 - 223,500 - - 223,500
Total 502 - RCFC-Local Grant $223,500 - $223,500 - - $223,500 503 - TUMF-Local Grant
3540 - Grant Revenue 16,293,500 507,696 15,785,804 3% - 16,293,500 Total 503 - TUMF-Local Grant $16,293,500 $507,696 $15,785,804 3% - $16,293,500 506 - HSIP-Federal Grant
3540 - Grant Revenue 791,500 - 791,500 - - 791,500
Total 506 - HSIP-Federal Grant $791,500 - $791,500 - - $791,500 507 - State Funded Capital Projects-Misc
3540 - Grant Revenue 1,233,300 - 1,233,300 - - 1,233,300 Total 507 - State Funded Capital Pr
ojects-Misc $1,233,300 - $1,233,300 - - $1,233,300
508 - Local Capital Grants-Misc
3540 - Grant Revenue 12,838,600 - 12,838,600 - - 12,838,600 Total 508 - Local Capital Grants-Misc $12,838,600 - $12,838,600 - - $12,838,600 509 - Federal Grants
3540 - Grant Revenue 150,000 - 150,000 - - 150,000
Total 509 - Federal Grants $150,000 - $150,000 - - $150,000 510 - Bond Proceeds Fund
3540 - Grant Revenue 2,272,900 261,666 2,011,234 12% - 2,272,900 Total 510 - Bond Pr
oceeds Fund $2,272,900 $261,666 $2,011,234 12% - $2,272,900 Capital Projects T
otal Revenue $35,010,900 $1,110,078 $33,900,822 3% - $35,010,900 Capital Projects
11 455
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget % Received Proposed
Adjustment
Proposed 2nd
Quarter
Budget
601 - LLMD 89-1C
3550 - Special Assessment 360,400 - 360,400 - - 360,400 3980 - Reimbursments of City Costs - 2,206 (2,206) - - - Total 601 - LLMD 89-1C $360,400 $2,206 $358,194 1% - $360,400 602 - CSA-22
3550 - Special Assessment 31,900 16,532 15,368 52% - 31,900 Total 602 - CSA-22 $31,900 $16,532 $15,368 52% - $31,900 603 - CSA-103
3550 - Special Assessment - 19,541 (19,541) - - -
3557 - Special Assessment - Street Lights 159,200 81,345 77,855 51% - 159,200 3558 - Special Assessment - Landscape 22,600 11,324 11,276 50% - 22,600 Total 603 - CSA-103 $181,800 $112,210 $69,590 62% - $181,800 604 - CSA-142
3550 - Special Assessment 39,100 - 39,100 - - 39,100
Total 604 - CSA-142 $39,100 - $39,100 - - $39,100
606 - CFD 2013-1
3551 - Special Assessment Tax A- Maintenance 698,800 - 698,800 - - 698,800 Total 606 - CFD 2013-1 $698,800 - $698,800 - - $698,800 607 - CFD 2022-3
3551 - Special Assessment Tax A- Maintenance 322,800 - 322,800 - - 322,800 3585 - Admin Portion of Assessment 31,200 - 31,200 - - 31,200 3800 - Interest Income - 29,081 (29,081) - - -
Total 607 - CFD 2022-3 $354,000 $29,081 $324,919 8% - $354,000 608 - CFD 2023-1
3551 - Special Assessment Tax A- Maintenance 400,400 - 400,400 - - 400,400 Total 608 - CFD 2023-1 $400,400 - $400,400 - - $400,400 610 - CFD 2013-1 Special Tax B
3552 - Special Assessment Tax B 253,800 - 253,800 - - 253,800 Total 610 - CFD 2013-1 Special T
ax B $253,800 - $253,800 - - $253,800
611 - CFD 2022 Special Tax B
3552 - Special Assessment Tax B 367,100 - 367,100 - - 367,100 Total 61
1 - CFD 2022 Special Tax B $367,100 - $367,100 - - $367,100 612 - CFD 2022-1 Special Tax A
3573 - Special Tax A - Zone 0 61,700 - 61,700 - - 61,700 3574 - Special Tax A - Zone 1 38,400 - 38,400 - - 38,400 3575 - Special Tax A - Zone 2 49,900 - 49,900 - - 49,900 3582 - Special Tax A - Zone 9 3,300 - 3,300 - - 3,300
3578 - Special Tax A - Zone 5 62,000 - 62,000 - - 62,000 3581 - Special Tax A - Zone 8 14,400 - 14,400 - - 14,400 Special Assessments
12 456
City of Wildomar
Revenue Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Account Number Working
Budget Actuals Remaining
Budget % Received Proposed
Adjustment
Proposed 2nd
Quarter
Budget
3583 - Special Tax A - Zone 10 5,400 - 5,400 - - 5,400
3586 - Special Tax A - Zone 12 39,100 - 39,100 - - 39,100 3577 - Special Tax A - Zone 4 31,100 - 31,100 - - 31,100 3579 - Special Tax A - Zone 6 14,500 - 14,500 - - 14,500 Total 612 - CFD 2022-1 Special T
ax A $319,800 - $319,800 - - $319,800
613 - CFD 2022-2 Special Tax A
3551 - Special Assessment Tax A- Maintenance 450,200 - 450,200 - - 450,200 3800 - Interest Income - 50,816 (50,816) - - -
Total 613 - CFD 2022-2 Special T
ax A $450,200 $50,816 $399,384 11% - $450,200
690 - Measure Z Park
3550 - Special Assessment 380,000 - 380,000 - - 380,000 3553 - Marna O'Brien Facility Rental Fees 12,000 15,438 (3,438) 129% - 12,000 3555 - Windsong Park Facility Rentals 100 10 90 10% - 100 3900 - Transfers In 39,200 - 39,200 - - 39,200
Total 690 - Measur
e Z Park $431,300 $15,448 $415,852 4% - $431,300
Special Assessments Total Revenue $3,888,600 $226,293 $3,662,307 6% - $3,888,600 Total $80,983,100 $12,396,296 $68,586,804 15% $807,400 $81,790,500 13 457
Fund Working
Budget Actuals Remaining
Budget Percent Used Proposed
Adjustment
Proposed
2nd Quarter
Budget
100 - General Fund Revenues Total $20,525,900 $6,148,140 $14,377,761 30% $723,000 $21,248,900 4110 City Council 342,700 136,981 205,719 40% - 342,700 4120 City Manager 700,500 393,910 306,590 56% 125,100 825,600 4130 City Clerk 552,800 215,501 337,299 39% 2,800 555,600 4140 City Attorney 324,000 133,283 190,717 41% - 324,000 4150 Economic Development 435,900 172,801 263,099 40% - 435,900.00 4200 Administrative Svcs 1,150,900 667,560 483,341 58% - 1,150,900.00 4210 Human Resources 324,400 215,144 109,256 66% 35,600 360,000 4220 Risk Management 582,300 520,287 62,013 89% (500) 581,800 4250 IT Services 451,700 211,687 240,013 47% - 451,700 4610 Community Engagement 450,600 246,430 204,170 55% (45,600) 405,000 4611 O Brien Park 9,600 9,001 599 94% - 9,600
4614 Ball Field 20,700 5,714 14,986 28% - 20,700
4616 11 Acre Park 4,000 - 4,000 - - 4,000
4617 27 Acre Park 7,000 - 7,000 - - 7,000
4618 20 Acre Park 25,600 - 25,600 - - 25,600
4800 Non Departmental 796,800 304,831 491,969 38% - 796,800 4850 Facilities 257,500 72,644 184,856 28% 71,400 328,900 General Government $6,437,000 $3,305,775 $3,131,225 51% $188,800 $6,625,800 4300 Community Dev Admin 462,800 140,608 322,192 30% - 462,800 4301 Planning Commission 16,400 2,651 13,749 16% - 16,400 4310 Building and Safety 1,118,900 535,750 583,150 48% - 1,118,900 4320 Planning 722,700 273,830 448,870 38% 18,300 741,000 4340 Development Engineering 681,500 277,709 403,791 41% 240,500 922,000 4345 Cannabis Compliance 52,700 29,851 22,849 57% - 52,700 4350 Code Enforcement 603,400 330,284 273,116 55% 18,500 621,900 Community Development $3,658,400 $1,590,682 $2,067,718 43% $277,300 $3,935,700 4500 Public Works 720,700 300,305 420,395 42% 12,600 733,300 Public Works $720,700 $300,305 $420,395 42% $12,600 $733,300 4650 Office of Emergency Mgmt 119,700 60,605 59,095 51% - 119,700 4700 Police 6,001,700 2,170,957 3,830,743 36% - 6,001,700 4710 Fire Emergency Services 3,274,000 786,739 2,487,261 24% - 3,274,000 4715 Fire Safety and Prevention 271,700 39,582 232,118 15% - 271,700 4720 Animal Control 522,500 509,267 13,233 97% 200,700 723,200 4625 Department of Public Safety - - - - 98,400 98,400 Public Safety $10,189,600 $3,567,150 $6,622,450 35% $299,100 $10,488,700 100 - General Fund Expenditures Total $21,005,700 $8,763,912 $12,241,788 42% $777,800 $21,783,500 100 - General Fund Surplus (Deficit) ($479,800) ($2,615,772) $2,135,973 ($54,800) ($534,600)

CITY OF WILDOMAR
General Fund Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
100 - General Fund Net Total
100 - General Fund Revenues
100 - General Fund Expenditures
14 458

CITY OF WILDOMAR
Expenditures Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Fund W
orking
Budget Actuals Remaining
Budget Percent Used Pr
oposed
Adjustment
Proposed
2nd Quarter
Budget
4350 Code Enforcement 34,900 - 34,900 - 0 34,900
Community Development $34,900 - $34,900 - $0 $34,900
110 -
Developme
nt
Agreement
110 - Development Agreement Total $34,900 - $34,900 - $0 $34,900 4340 Development Engineering - 15 (15) - - -
Community Development - $15 ($15) - - -
4500 Public Works - 84 (84) - - -
Public Works - $84 ($84) - - -
4725 Cemetery 1,416,800 957,039 459,761 68% - 1,416,800 Cemetery $1,416,800 $957,039 $459,761 68% - $1,416,800
115 -
American
Rescue
Plan Act
115 - American Rescue Plan Act Total $1,416,800 $957,138 $459,662 68% - $1,416,800 4130 City Clerk 19,000 8,412 10,588 44% - 19,000
4200 Administrative Svcs 15,200 6,972 8,228 46% - 15,200 4800 Non Departmental 200 52 148 26% - 200
General Government $34,400 $15,436 $18,964 45% - $34,400 4350 Code Enforcement 518,600 229,511 289,089 44% - 518,600 Community Development $518,600 $229,511 $289,089 44% - $518,600 4500 Public Works 1,333,600 260,465 1,073,135 20% 314,000 1,647,600 Public Works $1,333,600 $260,465 $1,073,135 20% $314,000 $1,647,600 4700 Police 2,036,700 663,642 1,373,058 33% - 2,036,700 4710 Fire Emergency Services 2,056,000 404,606 1,651,394 20% - 2,056,000 Public Safety $4,092,700 $1,068,248 $3,024,452 26% - $4,092,700 120 -
Measure
AA Fund
120 - Measure AA Fund Total $5,979,300 $1,573,661 $4,405,639 26% $314,000 $6,293,300 4320 Planning - 675 (675) - - -
Community Development - $675 ($675) - - -
125 -
General
Plan
Update
Fund
125 - General Plan Update Fund Total - $675 ($675) - - - 4340 Development Engineering - 146 (146) - - -
Community Development - $146 ($146) - - -
4500 Public W
orks 75,000 13,182 61,818 18% - 75,000
Public Works $75,000 $13,182 $61,818 18% - $75,000
130 - Field
Operations
Center
130 - Field Operations Center Total $75,000 $13,328 $61,672 18% - $75,000 All General
Funds T
otal $28,51
1,700 $11,481,580 $17,030,120 40% $1,091,800 $29,603,500 15 459

CITY OF WILDOMAR
Expenditures Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Fund Working
Budget Actuals Remaining
Budget Percent Used
Proposed
Budget
Change
Proposed
Quarter 1
Budget
Non-General
Funds
4500 Public Works 939,700 350,821 588,879 37% - 939,700 Public Works $939,700 $350,821 $588,879 37% - $939,700
200 - Gas Tax
200 - Gas Tax T
otal $939,700 $350,821 $588,879 37% - $939,700
4340 Development Engineering - 6,660 (6,660) - - -
Community Development - $6,660 ($6,660) - - -
4500 Public Works 2,725,200 317,182 2,408,018 12% - 2,725,200 Public Works $2,725,200 $317,182 $2,408,018 12% - $2,725,200 201 - Measure
A
201 - Measure A Total $2,725,200 $323,842 $2,401,358 12% - $2,725,200 4500 Public Works 1,103,100 263,750 839,350 24% - 1,103,100 Public Works $1,103,100 $263,750 $839,350 24% - $1,103,100 202 - TDA
Fund
202 - TDA Fund Total $1,103,100 $263,750 $839,350 24% - $1,103,100 4500 Public Works 116,900 4,500 112,400 4% - 116,900
Public Works $116,900 $4,500 $112,400 4% - $116,900
203 - AQMD
203 - AQMD Total $116,900 $4,500 $112,400 4% - $116,900 4140 City Attorney 10,000 - 10,000 - - 10,000
4800 Non Departmental 300 - 300 - - 300
General Government $10,300 - $10,300 - - $10,300
4340 Development Engineering - 60 (60) - - -
Community Development - $60 ($60) - - -
4500 Public Works 98,500 51,547 46,953 52% - 98,500
Public Works $98,500 $51,547 $46,953 52% - $98,500
204 - Waste
Services
204 - Waste Services T
otal $108,800 $51,607 $57,193 47% - $108,800
4700 Police 190,900 - 190,900 - - 190,900
Public Safety $190,900 - $190,900 - - $190,900
205 - SLESF
205 - SLESF Total $190,900 - $190,900 - - $190,900
4500 Public Works 262,100 - 262,100 - - 262,100
Public Works $262,100 - $262,100 - - $262,100
206 - CDBG
206 - CDBG Total $262,100 - $262,100 - - $262,100
4800 Non Departmental 124,600 18,323 106,277 15% - 124,600 General Government $124,600 $18,323 $106,277 15% - $124,600 207 - Public
Education &
Government
(PEG) Fund
207 - Public Education &
Government (PEG) Fund Total $124,600 $18,323 $106,277 15% - $124,600 4500 Public Works 175,700 87,992 87,708 50% - 175,700 Public Works $175,700 $87,992 $87,708 50% - $175,700
208 -
Streetlight
Fund
208 - Streetlight Fund T
otal $175,700 $87,992 $87,708 50% - $175,700
4610 Community Engagement 10,000 - 10,000 - - 10,000
4800 Non Departmental 3,500 - 3,500 - - 3,500
General Government $13,500 - $13,500 - - $13,500
4500 Public Works 58,000 41,322 16,678 71% - 58,000
Public Works $58,000 $41,322 $16,678 71% - $58,000
210 - Grants
210 - Grants Total $71,500 $41,322 $30,178 58% - $71,500 16 460

CITY OF WILDOMAR
Expenditures Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Fund Working
Budget Actuals Remaining
Budget Percent Used
Proposed
Budget
Change
Proposed
Quarter 1
Budget
4120 City Manager 70,800 36,993 33,807 52% - 70,800
4130 City Clerk 55,400 25,236 30,164 46% - 55,400
4200 Administrative Svcs 179,900 91,675 88,225 51% - 179,900 4210 Human Resources 48,300 24,006 24,294 50% 2,200 50,500 4800 Non Departmental 33,700 33,642 58 100% - 33,700
4850 Facilities - 13,554 (13,554) - - -
General Government $388,100 $225,106 $162,994 58% $2,200 $390,300 4500 Public Works - 187 (187) - - -
Public Works - $187 ($187) - - -
4725 Cemetery 1,386,900 357,905 1,028,995 26% - 1,386,900 Cemetery $1,386,900 $357,905 $1,028,995 26% - $1,386,900 300 - Cemetery
300 - Cemetery Total $1,775,000 $583,198 $1,191,802 33% $2,200 $1,777,200 4340 Development Engineering - 19 (19) - - -
Community Development - $19 ($19) - - -
4500 Public Works - 68 (68) - - -
Public Works - $68 ($68) - - -
4725 Cemetery 568,000 259,242 308,758 46% - 568,000
Cemetery $568,000 $259,242 $308,758 46% - $568,000
302 - Cemetery
Capital
Improvement
Fund
302 - Cemetery Capital
Improvement Fund Total $568,000 $259,329 $308,671 46% - $568,000 17 461

CITY OF WILDOMAR
Expenditures Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Fund Working
Budget Actuals Remaining
Budget Percent Used
Proposed
Budget
Change
Proposed
Quarter 1
Budget
4720 Animal Control 56,000 27,762 28,238 50% - 56,000 Public Safety $56,000 $27,762 $28,238 50% - $56,000
422 - Animal
Shelter DIF
422 - Animal Shelter DIF Total $56,000 $27,762 $28,238 50% - $56,000 4500 Public Works 27,400 - 27,400 - - 27,400
Public Works $27,400 - $27,400 - - $27,400
423 - Corp
Yard DIF
423 - Corp Yard DIF Total $27,400 - $27,400 - - $27,400 4500 Public Works 2,934,500 229,598 2,704,903 8% - 2,934,500 Public Works $2,934,500 $229,598 $2,704,903 8% - $2,934,500 440 - Trans-
Roads DIF
440 - Trans-Roads DIF Total $2,934,500 $229,598 $2,704,903 8% - $2,934,500 4500 Public Works 332,000 - 332,000 - - 332,000
Public Works $332,000 - $332,000 - - $332,000
450 - Trans-
Signals DIF
450 - Trans-Signals DIF Total $332,000 - $332,000 - - $332,000 4500 Public Works 180,000 153 179,848 0% - 180,000
Public Works $180,000 $153 $179,848 0% - $180,000
451 - Drainage
DIF
451 - Drainage DIF Total $180,000 $153 $179,848 0% - $180,000 4500 Public Works 63,000 - 63,000 - - 63,000
Public Works $63,000 - $63,000 - - $63,000
460 - Park
Land
Acquisition
DIF
460 - Park Land Acquisition DIF
Total $63,000 - $63,000 - - $63,000
4340 Development Engineering - 1,791 (1,791) - - -
Community Development - $1,791 ($1,791) - - -
4500 Public Works 2,592,400 216,623 2,375,777 8% - 2,592,400 Public Works $2,592,400 $216,623 $2,375,777 8% - $2,592,400 461 - Park
Improvements
DIF
461 - Park Improvements DIF
T
otal $2,592,400 $218,414 $2,373,986 8% - $2,592,400
4300 Community Dev Admin 12,900 - 12,900 - - 12,900
Community Development $12,900 - $12,900 - - $12,900
490 - Library
DIF
490 - Library DIF Total $12,900 - $12,900 - - $12,900
18 462

CITY OF WILDOMAR
Expenditures Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Fund Working
Budget Actuals Remaining
Budget Percent Used
Proposed
Budget
Change
Proposed
Quarter 1
Budget
4500 Public Works 173,800 110,075 63,725 63% - 173,800 Public Works $173,800 $110,075 $63,725 63% - $173,800
500 - Capital
Reinvestment
500 - Capital Reinvestment Total $173,800 $110,075 $63,725 63% - $173,800 4500 Public Works 2,645,000 58,456 2,586,544 2% - 2,645,000 Public Works $2,645,000 $58,456 $2,586,544 2% - $2,645,000 501 - RMRA
Capital
Projects
501 - RMRA Capital Projects Total $2,645,000 $58,456 $2,586,544 2% - $2,645,000 4340 Development Engineering - 9,508 (9,508) - - -
Community Development - $9,508 ($9,508) - - -
4500 Public Works 16,293,500 4,644,865 11,648,635 29% - 16,293,500 Public Works $16,293,500 $4,644,865 $11,648,635 29% - $16,293,500 503 - TUMF-
Local Grant
503 - TUMF-Local Grant Total $16,293,500 $4,654,372 $11,639,128 29% - $16,293,500 4340 Development Engineering - 3 (3) - - -
Community Development - $3 ($3) - - -
4500 Public Works 790,500 18 790,482 0% - 790,500
Public Works $790,500 $18 $790,482 0% - $790,500
506 - HSIP-
Federal Grant
506 - HSIP-Federal Grant Total $790,500 $21 $790,479 0% - $790,500 4500 Public Works 1,233,300 - 1,233,300 - - 1,233,300 Public Works $1,233,300 - $1,233,300 - - $1,233,300
507 - State
Funded
Capital
Projects-Misc
507 - State Funded Capital
Projects-Misc Total $1,233,300 - $1,233,300 - - $1,233,300 4500 Public Works 12,838,600 - 12,838,600 - - 12,838,600 Public Works $12,838,600 - $12,838,600 - - $12,838,600
508 - Local
Capital
Grants-Misc
508 - Local Capital Grants-Misc
Total $12,838,600 - $12,838,600 - - $12,838,600
4340 Development Engineering - 2,341 (2,341) - - -
Community Development - $2,341 ($2,341) - - -
4500 Public Works 150,000 6,914 143,086 5% - 150,000
Public Works $150,000 $6,914 $143,086 5% - $150,000
509 - Federal
Grants
509 - Federal Grants Total $150,000 $9,255 $140,745 6% - $150,000 4500 Public Works 2,272,900 824,334 1,448,566 36% - 2,272,900 Public Works $2,272,900 $824,334 $1,448,566 36% - $2,272,900 510 - Bond
Proceeds
Fund
510 - Bond Proceeds Fund T
otal $2,272,900 $824,334 $1,448,566 36% - $2,272,900
19 463

CITY OF WILDOMAR
Expenditures Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Fund Working
Budget Actuals Remaining
Budget Percent Used
Proposed
Budget
Change
Proposed
Quarter 1
Budget
4340 Development Engineering - 130 (130) - - -
Community Development - $130 ($130) - - -
0091 CIP091 Catch Basin Retrofit
Project 346,600 6,964 339,636 2% - 346,600
0100 CIP0100 266,200 - 266,200 - - 266,200
4500 Public Works 87,300 49,887 37,413 57% 26,400 113,700 4502 Street Lights 8,100 28,950 (20,850) 357% - 8,100 4601 Landscape 340,900 332,506 8,394 98% - 340,900
Public Works $1,049,100 $418,307 $630,793 40% $26,400 $1,075,500 601 - LLMD 89-
1C
601 - LLMD 89-1C Total $1,049,100 $418,436 $630,664 40% $26,400 $1,075,500 4500 Public Works 3,300 - 3,300 - - 3,300
4502 Street Lights 41,400 7,309 34,091 18% - 41,400
Public Works $44,700 $7,309 $37,391 16% - $44,700
602 - CSA-22
602 - CSA-22 Total $44,700 $7,309 $37,391 16% - $44,700 0100 CIP0100 11,700 3,400 8,300 29% - 11,700
4502 Street Lights 197,200 27,907 169,293 14% - 197,200 4601 Landscape 21,600 5,976 15,624 28% - 21,600
Public Works $230,500 $37,283 $193,217 16% - $230,500
603 - CSA-103
603 - CSA-103 Total $230,500 $37,283 $193,217 16% - $230,500 4500 Public Works 2,800 - 2,800 - - 2,800
4502 Street Lights 29,600 3,280 26,320 11% - 29,600
Public Works $32,400 $3,280 $29,120 10% - $32,400
604 - CSA-142
604 - CSA-142 Total $32,400 $3,280 $29,120 10% - $32,400 4610 Community Engagement 94,100 - 94,100 - - 94,100
4800 Non Departmental 38,900 - 38,900 - - 38,900
General Government $133,000 - $133,000 - - $133,000
0100 CIP0100 35,100 - 35,100 - - 35,100
4500 Public Works 512,200 14,813 497,387 3% 22,900 535,100 4502 Street Lights 15,700 10,071 5,629 64% - 15,700
4601 Landscape - 6,442 (6,442) - - -
Public Works $563,000 $31,327 $531,673 6% $22,900 $585,900 606 - CFD
2013-1
606 - CFD 2013-1 Total $696,000 $31,327 $664,673 5% $22,900 $718,900 4800 Non Departmental 322,200 399,916 (77,716) 124% - 322,200 General Government $322,200 $399,916 ($77,716) 124% - $322,200 607 - CFD
2022-3
607 - CFD 2022-3 Total $322,200 $399,916 ($77,716) 124% - $322,200 4800 Non Departmental 30,000 - 30,000 - 4,000,000 4,030,000 General Government $30,000 - $30,000 - $4,000,000 $4,030,000 608 - CFD
2023-1
608 - CFD 2023-1 Total $30,000 - $30,000 - $4,000,000 $4,030,000 4800 Non Departmental 2,800 - 2,800 - - 2,800
General Government $2,800 - $2,800 - - $2,800
4700 Police 250,900 - 250,900 - - 250,900
Public Safety $250,900 - $250,900 - - $250,900
610 - CFD
2013-1 Special
Tax B
610 - CFD 2013-1 Special Tax B
T
otal $253,700 - $253,700 - - $253,700
4800 Non Departmental 600 - 600 - - 600
General Government $600 - $600 - - $600
4700 Police 366,400 - 366,400 - - 366,400
Public Safety $366,400 - $366,400 - - $366,400
611 - CFD 2022
Special T
ax B
611 - CFD 2022 Special T
ax B
Total $367,000 - $367,000 - - $367,000
20 464

CITY OF WILDOMAR
Expenditures Summary
2nd Quarter Budget Report FY2025/26
July 1, 2025 to December 31, 2025
Fund Working
Budget Actuals Remaining
Budget Percent Used
Proposed
Budget
Change
Proposed
Quarter 1
Budget
4610 Community Engagement 73,800 - 73,800 - - 73,800
4800 Non Departmental 31,300 - 31,300 - - 31,300
General Government $105,100 - $105,100 - - $105,100
4500 Public Works 189,500 1,711 187,789 1% - 189,500
Public Works $189,500 $1,711 $187,789 1% - $189,500
612 - CFD
2022-1 Special
Tax A
612 - CFD 2022-1 Special Tax A
Total $294,600 $1,711 $292,889 1% - $294,600
4800 Non Departmental 31,200 4,207,493 (4,176,293) 13,486% - 31,200 General Government $31,200 $4,207,493 ($4,176,293) 13,486% - $31,200 613 - CFD
2022-2 Special
Tax A
613 - CFD 2022-2 Special Tax A
T
otal $31,200 $4,207,493 ($4,176,293) 13,486% - $31,200
4610 Community Engagement 129,400 70,009 59,391 54% - 129,400 4611 O Brien Park 122,400 109,781 12,619 90% - 122,400 4612 Heritage Park 43,000 28,420 14,580 66% - 43,000
4613 Windsong Park 46,700 35,293 11,407 76% - 46,700
4615 Malaga Park 11,400 4,688 6,712 41% - 11,400
General Government $352,900 $248,192 $104,708 70% - $352,900 690 - Measure
Z Park
690 - Measure Z Park Total $352,900 $248,192 $104,708 70% - $352,900 Non-GF Funds
Total $54,461,600 $13,472,072 $40,989,528 25% $4,051,500 $58,513,100 Grand Total-
All Funds $82,973,300 $24,953,652 $58,019,648 30% $5,143,300 $88,116,600 21 465

RESOLUTION NO. 2026 - _____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WILDOMAR, CALIFORNIA, AUTHORIZING ADJUSTMENTS TO THE FY2025-26 BUDGETED

REVENUES AND EXPENSES AND ADOPTING A REVISED SCHEDULE OF

AUTHORIZED POSITIONS

WHEREAS, The City of Wildomar Biennial Budget for FY 202 5-26 and FY 2026- 27 was approved by the Wildomar City Council on June 11th, 2025;

WHEREAS, The City of Wildomar FY 2025-26 Adopted Budget was adjusted and approved by the Wildomar City Council on November 12th, 2025;

WHEREAS, changing economic conditions, program and service reviews require that the original approved budget and authorized position schedule be regularly monitored and updated: and

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Wildomar authorizes the adjustments to the FY202 5-26 Budgets to increase the total projected revenues to $81,790,500 and increasing total projected expenditures to $88,116,600 and adopting the revised Schedule of Authorized Positions for FY2025-26.

PASSED, APPROVED, AND ADOPTED this 10th day of February 2026.

______________________________
Carlos Marquez
Mayor

APPROVED AS TO FORM: ATTEST:

______________________________ ______________________________ Thomas D. Jex Janet Morales Garcia
City Attorney City Clerk
466
RESOLUTION NO. 2026 -

PAY PLAN TO INCLUDE THESE POSITIONS

WHEREAS, the City Council of the City of Wildomar desires to ensure that the City’s organizational structure, job classifications, and compensation plan remain aligned with operational needs, service delivery demands, and best practices in publi c administration;

WHEREAS, staff has evaluated existing classifications and identified the need to add new professional -level and administrative classifications to support City operations and regional partnership initiatives;

WHEREAS, the addition of the Deputy City Clerk/Executive Assistant classification will provide enhanced administrative and operational support to the City Clerk’s Office and City Manager’s Office;

WHEREAS, the addition of the Program Fellow classification, as a professional - level appointment at an advanced internship level, will support City and regional initiatives, including partnership programs, while providing structured professional development opportunities;

WHEREAS, staff has determ ined that updating the Human Resources Analyst classification to Human Resources and Risk Analyst will better reflect the expanded scope of responsibilities associated with risk management, employee relations, and organizational support;

WHEREAS, the City has identified the need to update the title of Maintenance Manager to Public Works Manager to better align the classification with departmental structure, scope of responsibility, and industry standards;

WHEREAS, the City has undertaken a restructuring o f the Public Works/Engineering Department and the Landscape Maintenance Division, resulting in an increased number of staff and supervisory responsibilities;

WHEREAS, staff has met with Teamsters and recommends adjusting the Field Supervisor classification to Pay Grade 125 in recognition of the increased staffing levels, complexity, and oversight responsibilities resulting from the restructuring; and

WHEREAS, an updated Pay Plan reflecting the addition of new classifications, title changes, and compensation adjustments has been prepared and reviewed for fiscal and organizational impact.

NOW, THEREFORE, BE IT RESOLVED , by the City Council of the City of Wildomar, California, as follows:

SECTION 1. POSITION CLASSIFICATION DESCRIPTIONS. Effective March 1, 2026, City Council adopts the Deputy City Clerk/Executive Assistant and Program Fellow classification descriptions and approves the update of the Human Resources Analyst classification to Human Resources and Risk Analyst to reflect expanded duties supporting both human resources and risk management functions attached to this Resolution as 467
Exhibit “A”.

SECTION 2. POSITION CLASSIFICATION SCHEDULE. Effective March 1, 2026, City Council adopts a revised Position Classification Schedule to reflect the addition of the classifications listed in Section 1 and change the title of Maintenance Manager to Public Works Manager, attached to this Resolution as Exhibit “B.”

SECTION 3. PAY PLAN. Effective March 1, 2026 , City Council adopts a revised City of Wildomar Pay Plan adding the new classifications listed in Section 1, changing the Maintenance Manager title to Public Works Manager , adding a separate Public Works Manager Y -Rated position, and i ncreasing salary grade of the Field Supervisor classification to Grade 125, attached to this Resolution as Exhibit “C”.

PASSED, APPROVED, AND ADOPTED this 10th day of February, 2026.

Carlos Marquez
Mayor

APPROVED AS TO FORM: ATTEST:

Thomas D. Jex Janet Morales Garcia
City Attorney City Clerk
468

FLSA: Non-Exempt
Group: 4a General - Confidential

Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job.

DEFINITION

Under general supervision, the incumbent performs a wide variety of responsible administrative, clerical, and technical duties in support of the City Clerk’s Office, including assisting with statutory City Clerk functions such as agenda preparation, records management, public records requests, municipal elections support, and maintenance of official City documents. In addition, the position provides executive-level administrative support to the City Manager’s Office, including managing calendars, coordinating meetings, screening phone calls and correspondence, and handling mail and email communications. This classification requires the exercise of discretion, sound judgment, and professionalism in the handling of confidential and sensitive information and serves as a key administrative support role to the City Clerk, the City Manager, and the City Council to ensure efficient and effective municipal operations.

DISTINGUISHING CHARACTERISTICS

This classification is a hybrid position that combines the entry-level statutory and administrative responsibilities of the Deputy City Clerk I with executive-level administrative support duties for the City Manager’s Office. The position is distinguished from the Executive Assistant classification in that the primary focus of the work is the performance of City Clerk functions governed by statute, policy, and established procedures, with executive support duties assigned in support of operational efficiency. The position is further distinguished from higher-level Deputy City Clerk classifications by the performance of routine to moderately complex clerical, technical, and administrative duties under general supervision, rather than full responsibility for advanced statutory functions or independent program oversight.

Unlike a traditional Deputy City Clerk I assigned exclusively to the City Clerk’s Office, this position also provides executive administrative support to the City Manager, including calendar management, coordination of meetings, and the handling of communications and correspondence. The incumbent is required to exercise discretion, tact, and sound judgment in the handling of confidential information and to balance competing priorities while supporting both offices. This classification does not carry supervisory responsibility but requires a high level of professionalism, attention to detail, and the ability to work collaboratively across departments.

CITY OF WILDOMAR

CLASSIFICATION DESCRIPTION

Deputy City Clerk/Executive Assistant
469

CITY OF WILDOMAR

DEPUTY CITY CLERK/EXECUTIVE ASSISTANT

Page 2 of 5 ends

Wildomar City CouncilFebruary 10, 2026

Wildomar City Council
February 10, 2026