HomeMy WebLinkAboutC33910 - Tamarisk Utilities Undrgrnding AD - Dist 12 CITY OF PALM DESERT
CITY MANAGER'S OFFICE
STAFF REPORT
REQUEST: AUTHORIZE THE CITY MANAGER TO ENTER INTO AN
AGREEMENT WITH WILLDAN F�NANCIAL SERVICES IN AN
AMOUNT NOT TO EXCEED $36,600 FOR ASSESSMENT
ENGINEERING AND OTHER SERVICES RELATED TO THE
PROPOSED TAMARISK UTILITIES UNDERGROUNDING
ASSESSMENT DISTRICT (DISTRICT 12)
SUBMITTED BY: David Hermann, Management Analyst
DATE: September 25, 2014
CONTENTS: Professional Services Agreement(Contract No. C 33910 �
Proposal from Willdan Financial Services
Recommendation
Authorize the City Manager to enter into an agreement with Willdan
Financial Services in an amount not to exceed $36,600 for assessment
engineering and other services related to the proposed Tamarisk Utilities
Undergrounding Assessment District (Contract No. C 33910 �.
Executive Summary
Approval of staff's recommendation will allow the City to enter into an agreement with
Willdan Financial Services for the provision of assessment engineering and other services
related to the proposed Tamarisk Utility Undergrounding District (District 12) in south Palm
Desert. Willdan's extensive experience related to the formation of utility undergrounding and
other special assessment districts will provide the expertise and information needed to
assist the City and residents within the proposed utility undergrounding district through a
complicated and often protracted process.
Backaround
The City Council previously authorized staff to take the necessary steps to begin the
process of forming the Tamarisk utility undergrounding assessment district (District 12)
while directing staff to work with Southem California Edison (SCE) to determine if it would
make sense to combine the Tamarisk project with a second proposed utility undergrounding
project in an adjacent neighborhood (Heliotrope). SCE has since indicated that combining
the two proposed utility undergrounding districts into one project would have logistical and
cost benefits that would benefit property owners, SCE, and the City.
.. j
Staff Report Contract No. C33910
Agreement with Willdan Financial Services Related to Proposed Tamarisk Utilities
Undergrounding Assessment District
September 25, 2014
Page2of2
Property owners in these neighborhoods have submitted the required number of certified
signatures to qualify the revised project for assistance from the City.
The next step is to hire an assessment engineer and pay SCE the required Advanced
Engineering Fee to begin final design of the project. Staff proposes to hire Willdan as the
assessment engineer given the �rm's extensive experience in the formation of utility
undergrounding and other special assessment districts.
Strategic Plan Objective
The undergrounding of overhead utilities is consistent with the Envision Palm Desert -�
Forward Together strategic plan's goals for Land Use, Housing and Open Space as it will
help preserve view corridors from expanding above ground utility infrastructure.
Fiscal Analysis
Willdan's proposal includes a not to exceed fee of $36,600. The City Council has already
appropriated $400,000 from Account #400-4256-464-4001 to pay for engineering fees
related to this proposed undergrounding project.
Although the General Fund will initially advance the funds for this work, it is the intention of
the Successor Agency to reimburse the City from redevelopment bond proceeds as utility
undergrounding improvements are included in the bond covenants. On February 27, the
City Council and the board of the Successor Agency to the Palm Desert Redevelopment
Agency approved an agreement that will allow this to happen. That agreement has also
been approved by the Oversight Board to the Successor Agency to the Palm Desert
Redevelopment Agency.
Submitted By: Reviewed and Concur:
�=-f� !
David Hermann CITy C i���irector o�Finance
Management Analyst APPROVED "�� DE1V?ED
RECEIVED OTHER
A ovaL
,r'� MEFTI G DATE� - � �
��v'le����,�,�� AYF,S: �� r1�1
OF.S: ��
Jo n M. Wohlmuth, City Manager AI3SFNT: � �
AI3STAIN:
Vf;RIFIED BY:
Oribin�l on File with City erk's Office
G:Uda\David Hertnann\Word Files\PIO\Undergrounding\Tamarisk Undergrounding�Staff Report-Agreement with Willdan for Assessment Engineering Services Related to
Tamarisk Undergrounding 09-25-2014.doc
� • Contract No. C33910
AGREEMENT WITH WILLDAN FINANCIAL SERVICES FOR ASSESSMENT
ENGINEERING AND PROFESSIONAL SERVICES RELATED TO TAMARISK
(DISTRICT 12) UTILITIES UNDERGROUNDING ASSESSMENT DISTRICT
CITY OF PALM DESERT
PROFESSIONAL CONSULTANT SERVICES AGREEMENT
'I. PARTIES AND DATE.
This Agreement is made and entered into this day of , 2014, by and
befinreen the City of Pafm Desert, a municipal corporation, organized under the laws of the
State of California, with its principal place of business at 73-510 Fred Waring Drive, Palm
Desert, Califomia, 92260 ("City") and Willdan Financial Services a subsidiary of California
Corporation Willdan Group, Inc., with its principal place of business at 27368 Via lndustria,
Suite 110, Temecula, California, 92590-4856 ("Consultant"). City and Consultant are
sometimes individually referred to herein as "Party" and collectively as "Parties."
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
professional assessment engineering and other consulting services related to the formation
of a proposed utilities undergrounding assessment district required by the City on the terms
and conditions set forth in this Agreement. Consuftant represents that it is experienced in
providing the aforementioned professional consulting services to public clients, is licensed in
the State of Califomia, and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render such professional assessment
engineering and related consulting services related to the formation of the proposed
Tamarisk (District 12) utilities undergrounding assessment district project ("Project") as set
forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scoqe of Services. Consultant promises and agrees to
furnish to the City all labor, materials, tools, equipment, services, and incidental and
customary work necessary to fully and adequately supply the professional assessment
engineering and related consulting services necessary for the Project ("Services"). The
Services are more particularly described in Exhibit "A" attached hereto and incorporated
herein by reference. All Services shall be subject to, and performed in accordance with, this
Agreement, the exhibits attached hereto and incorporated herein by reference, and all
applicable local, state and federal laws, n�les and regulations.
Contract No. C33910
3.1.2 Term. The term of this Agreement shall be from the date of approval
until the scope of work is completed, unless earlier terminated as provided herein. Consultant
shall complete the Services within the term of this Agreement, and shall meet any other
established schedules and deadlines.
3.2 Responsibilities of Consultant,
3.2.1 Independent Contractor; Control and Payment of Subordinates. The
Services shall be performed by Consultant or under its supervision. Consultant will determine
the means, methods and details of performing the Services subject to the requirements of this
Agreement. City retains Consultant on an independent contractor basis and not as an
employee. Consultant retains the right to perform similar or different services for others during
the term of this Agreement. Any additional personnel performing the Services under this
Agreement on behalf of Consultant shall also not be employees of City and shall at all times be
under Consultant's exclusive direction and control. Neither City, nor any of its officials,
officers, directors, empioyees or agents shall have control over the conduct of Consultant or
any of Consultant's officers, employees, or agents, except as set forth in this Agreement.
Consultant shall pay all wages, salaries, and other amounts due such personnel in connection
with their performance of Services under this Agreement and as required by law. Consultant
shall be responsible for all reports and obligations respecting such additional personnel,
inclt�ding, but not limited to: social security taxes, income tax withholding, unemployment
insurance, disability insurance, and workers' compensation insurance.
3.2.2 Schedule of Services. Consultant shall pertorm the Services
expeditiously, within the term of this Agreement, and in accordance with the Schedule of
Services set forth in Exhibit "B" attached hereto and incorporated herein by reference.
Consultant represents that it has the professional and technical personnel required to perform
the Services in conformance with such conditions. In order to facilitate ConsultanYs
conformance with the Schedule, City shall respond to Consultant's submittals in a timely
manner. Upon request of City, Consultant shall provide a more detailed schedule of
anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Consultant shall be subject to the approval of City.
3.2.4 Substitution of Kev Personnel. Consultant has represented to City that
certain key personnel wiU perForm and coordinate the Services under this Agreement. Should
one or more of such personnel become unavailable, Consultant may substitute other
personnel of at least equal competence upon written approval of City. In the event that City
and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to
terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to
perform the Services in a manner acceptable to the City, or who are determined by the City to
be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or
a threat to the safety of persons or property, shall be promptly removed from the Project by the
Consultant at the request of the City. The key personnel for performance of this Agreement
are as follows: Jim McQuire, Senior Project Manager, District Administration Services Group.
3.2.5 City's Representative. The City hereby designates David Hermann,
Management Analyst, or his/her designee, to act as its representative in all matters pertaining
to the administration and performance of this Agreement ("City's Representative"). Consultant
shall not accept direction or orders from any person other than the City Manager, City's
Contract No. C33910
Representative or his/her designee. City's Representative shall have the power to act on behalf
of the City for review and approval of all products submitted by Consultant, but not the
authority to enlarge the Scope of Work or change the total compensation due to Consultant
under this Agreement. The City Manager shall be authorized to act on City's behalf and to
execute all necessary documents which increase the Scope of Work or change the
ConsultanYs total compensation, subject to the provisions contained in Section 3.3 of this
Agreement.
3.2.6 Consultant's Reqresentative. Consultant hereby designates Jim
McGuire, Senior Project Manager, District Administration Services Group, or his/her designee,
to act as its representative for the performance of this Agreement ("Consultant's
Representative"). Consultant's Representative shall have full authority to represent and act on
behalf of the Consultant for all purposes under this Agreement. The ConsultanYs
Representative shall supervise and direct the Services, using his/her best skill and attention,
and shall be responsible for all means, methods, techniques, sequences, and procedures and
for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants and other
staff at all times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall perform
all Services under this Agreement in a skillful and competent manner, consistent with the
standards generally recognized as being employed by professionals in the same discipline in
the State of California. Consultant represents and maintains that it is skilled in the professional
calling necessary to perform the Services. Consultant warrants that all employees and
subconsultants shall have sufficient skill and experience to perform the Services assigned to
them. Finally, Consultant represents that it, its employees and subconsultants have all
licenses, permits, qualifications and approvals of whatever nature that are legally required to
perform the Services, and that such licenses and approvals shall be maintained throughout the
term of this Agreement. As provided for in the indemnification provisions of this Agreement,
Consultant shall perform, at its own cost and expense and without reimbursement from the
City, any services necessary to correct errors or omissions which are caused by the
ConsultanYs failure to comply with the standard of care provided for herein. Any employee of
the Consultant or its sub-consultants who is determined by the City to be uncooperative,
incompetent, a threat to the adequate or timely completion of the Project, a threat to the safery
of persons or property, or any employee who fails or refuses to perform the Services in a
manner acceptable to the City, shall be promptly removed from the Project by the Consultant
and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.9 Laws and Requlations. Consultant shall keep itself fully informed of and
in compliance with all local, state and federal laws, rules and regulations in any manner
affecting the performance of the Project or the Services, including all Cal/OSHA requirements,
and shall give all notices required by law. Consultant shall be liable for all violations of such
laws and regulations in connection with Services. If Consultant perForms any work knowing it
to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all
costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials,
directors, officers, employees, agents, and volunteers free and harmless, pursuant to the
indemnification provisions of this Agreement, from any claim or liability arising out of any
failure or alleged failure to comply with such laws, rules or regulations.
Contract No. C33910
3.2.10 Insurance. Consultant shall not commence work under this Agreement until it has
provided evidence satisfactory to the City that it has secured all insurance required under this
section. In addition, Consultant shall not allow any subconsultant to commence work on any
subcontract until it has provided evidence satisfactory to the City that the subconsultant has
secured all insurance required under this section.
Without limiting ConsultanYs indemnification of City, and prior to commencement of Work,
Consultant shall obtain, provide and maintain at its own expense during the term of this
Agreement, policies of insurance of the type and amounts described below and in a form
satisfactory to City.
General Liabilitv insurance: Consultant shall maintain commercial general liability insurance
with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not
less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal
injury, and property damage, including without limitation, blanket contractual liability. Defense
costs shall be paid in addition to the limits. The policy shall contain no endorsements or
provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or
suits by one insured against another; or (3) contain any other exclusion contrary to the
Agreement.
Automobile Liabilitv Insurance: Consultant shall maintain automobils insurance at least as
broad as Insurance Services O�ce form CA 00 01 covering bodily injury and property damage
for all activities of the Consultant arising out of or in connection with Work to be performed
under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles,
in an amount not less than $1,000,000 combined single limit for each accident.
Professional Liabilitv (Errors 8� Omissions) Insurance: Consultant shall maintain
professional liability insurance that covers the Services to be performed in connection with this
Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy
inception date, continuity date, or retroactive date must be before the effective date of this
agreement and Consultant agrees to maintain continuous coverage through a period no less
than three years after completion of the services required by this agreement. Covered
professional services shall specifically include all work to be performed under the Agreement
and delete any exclusions that may potentially affect the work to be performed (for example,
any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks,
laboratory analysis, soil work, etc.). If coverage is written on a claims-made basis, the
retroactive date shall precede the effective date of the initial Agreement and continuous
coverage will be maintained or an extended reporting period will be exercised for a period of at
least three (3) years from termination or expiration of this Agreement.
Workers' Compensation Insurance: Consultant shall maintain Workers' Compensation
Insurance (Statutory Limits) and Employer's Liability Insurance (with limits of at least
$1,000,000). Consultant shall submit to City, along with the certificate of insurance, a Waiver
of Subrogation endorsement in favor of the City of Palm Desert, its officers, agents, employees
and volunteers.
Other provisions or requirements
Insurance for Subconsultants: All Subconsultants shall be included as additional insureds
under the Consultant's policies, or the Consultant shall be responsible for causing
Subconsultants to purchase the appropriate insurance in compliance with the terms of these
Contract No. C33910
Insurance Requirements, including adding the City as an Additional Insured to the
Subconsultant's policies. Consultant shall provide to City satisfactory evidence as required
under Insurance Section of this Agreement.
Proof of Insurance: Consultant shall provide certificates of insurance to City as evidence of
the insurance coverage required herein, along with a waiver of subrogation endorsement for
workers' compensation. Insurance certificates and endorsement must be approved by City's
Risk Manager prior to commencement of performance. The certificates and endorsements for
each insurance policy shall be signed by a person authorized by that insurer to bind coverage
on its behalf. Current certification of insurance shall be kept on file with City at all times during
the term of this contract. City reserves the right to require complete, certified copies of all
required insurance policies, at any time.
Duration of Coveracte: Consultant shall procure and maintain for the duration of the contract
insurance against claims for injuries to persons or damages to property, which may arise from
or in connection with the performance of the Work hereunder by Consultant, his agents,
representatives, employees or subconsultants.
Citv's Riqhts of Enforcement: In the event any policy of insurance required under this
Agreement does not comply with these specifications or is canceled and not replaced, City has
the right but not the duty to obtain the insurance it deems necessary and any premium paid by
City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay
premium from Consultant payments. In the altemative, City may cancel this Agreement.
Acceptable Insurers: All insurance policies shall be issued by an insurance company
currently authorized by the Insurance Commissioner to transact business of insurance in the
State of Califomia, with an assigned policyholders' Rating of A- (or higher) and Financial Size
Category Class VI (or larger) in accordance with the latest edition of BesYs Key Rating Guide,
unless otherwise approved by the City's Risk Manager.
Waiver of Subroaation: All insurance coverage maintained or procured pursuant to this
agreement shall be endorsed to waive subrogation against the City of Palm Desert, its elected
or appointed officers, agents, officials, employees and volunteers or shall specifically allow
Consultant or others providing insurance evidence in compliance with these specifications to
waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery
against the City of Palm Desert, and shall require similar written express waivers and
insurance clauses from each of its subconsultants.
Enforcement of Contract Provisions (Non Estoppel): Consultant acknowledges and agrees
that any actual or alleged failure on the part of the City to inform Consultant of non-compliance
with any requirement imposes no additional obligations on the City nor does it waive any rights
hereunder.
Primary and Non-Contributinq Insurance: All insurance coverages shall be primary and
any other insurance, deductible, or self-insurance maintained by the indemnified parties shall
not contribute with this primary insurance. Policies shall contain or be endorsed to contain
such provisio�s.
Reauirements Not Limitins�: Requirements of specific coverage features or limits contained
in this Section are not intended as a limitation on coverage, limits or other requirements, or a
waiver of any coverage normally provided by any insurance. Specific reference to a given
Contract No. C33910
coverage feature is for purposes of clarification only as it pertains to a given issue and is not
intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a
waiver of any type.
Notice of Cancellation: Consultant agrees to oblige its insurance agent or broker and
insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment
for which a ten (10) day notice is required) or nonrenewal of coverage for each required
coverage.
Additional Insured Status: General liability, Automobile Liability, and if applicable, Pollution
Liability, policies shall provide or be endorsed to provide that the City of Palm Desert and its
officers, officials, employees, and agents shall be additional insureds with regard to liability and
defense of suits or claims arising out of the perfarmance of the Agreement, under such
policies. This provision shall also apply to any excess liability policies.
Citv's Riqht to Revise Sqecifications: The City reserves the right at any time during the term
of the contract to change the amounts and types of insurance required by giving the
Consultant ninety (90) days advance written notice of such change. If such change results in
substantial additional cost to the Consultant, the City and Consultant may renegotiate
ConsultanYs compensation.
Self-Insured Retentions.: Any self-insured retentions must be declared to and approved by
City. City reserves the right to require that self-insured retentions be eliminated, lowered, or
replaced by a deductible. Self-insurance will not be considered to comply with these
specifications unless approved by City.
Timelv Notice of Claims: Consultant shall give City prompt and timely notice of claims made
or suits instituted that arise out of or result from ConsultanYs performance under this
Agreement, and that involve or may involve coverage under any of the required liability
policies.
Safety: Consultant shatl execute and maintain its work so as to avoid injury or damage to any
person or property. In carrying out its Services, the Consultant shall at all times be in
compliance with all applicable local, state and federai laws, rules and regulations, and shafl
exercise all necessary precautions for the safety of employees appropriate to the nature of the
work and the conditions under which the work is to be performed. Safety precautions, where
applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving
equipment and procedures; (B) instructions in accident prevention for all employees and
subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang
planks, confined space procedures, trenching and shoring, equipment and other safety
devices, equipment and wearing apparel as are necessary or lawfully required to prevent
accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of
all safety measures.
Additional Insurance: Consultant shall also procure and maintain, at its own cost and
expense, any additional kinds of insurance, which in its own judgment may be necessary for its
proper protection and prosecution of the work.
3.3 Fees and Payments. contract tvo. C33910
3.3.1 Compensation. Consultant shall receive compensation, including authorized
reimbursements, for all Services rendered under this Agreement at the rates set forth in
Exhibit "C" attached hereto and incorporated herein by reference. The total compensation
shall not exceed Thirty-six thousand, six-hundred dollars ($36,600) without authorization of
the City Council or City Manager, as applicable, per the Paim Desert Municipal Code. Extra
Work may be authorized, as described below, and if authorized, will be compensated at the
rates and manner set forth in this Agreement.
3.3.2 Payment of Comqensation. Consultant shall submit to City a monthly
invoice which indicates work completed and hours of Services rendered by Consultant. The
invoice shall describe the amount of Services provided since the initial commencement date,
or since the start of the subsequent billing periods, as appropriate, through the date of the
invoice. City shall, within 30 days of receiving such invoice, review the invoice and pay all non-
disputed and approved charges thereon. If the City disputes any of Consultant's fees, the City
shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any
disputed fees set forth therein.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for
any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.
3.3.4 Extra Work. At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means any work
which is determined by City to be necessary for the proper completion of the Project, but which
the Parties did not reasonably anticipate would be necessary at the execution of this
Agreement. Consultant shall not pertorm, nor be compensated for, Extra Work without
aufhorization from the City Council or City Manager, as applicable, per the Palm Desert
Municipal Code.
3.3.5 Rate Increases. In the event that this Agreement is renewed pursuant to
Section 3.1.2, the rate set forth in Exhibit "C" may be adjusted each year at the time of renewal
as set forth in Exhibit "C."
3.3.6 Prevailing Wa4es. Consultant is aware of the requirements of California
Labor Code Section 1720, et seg., and 1770, et se�c ., as well as California Code of
Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the
payment of prevailing wage rates and the performance of other requirements on "public works"
and "maintenance" projects. If the Services are being performed as part of an applicable
"public works" or "maintenance" project, as defined by the Prevailing Wage Laws, Consultant
agrees to fully comply with such Prevailing Wage Laws. City shail provide Consultant with a
copy of the prevailing rates of per diem wages in effect at the commencement of this
Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each
craft, classification or type of worker needed to execute the Services available to interested
parties upon request, and shall post copies at the Consultant's principal place of business and
at the project site. Consultant shall defend, indemnify and hold the City, its officials, officers,
employees, agents, and volunteers free and harmless from any claim or liability arising out of
any failure or alleged failure to comply with the Prevailing Wage Laws.
Contract No. C33910
3.4 Accounting Records.
3.4.1 Maintenance and Inspection. Consultant shall maintain complete and
accurate records with respect to all costs and expenses incurred under this Agreement. All
such records shall be clearly identifiable. Consultant shall allow a representative of City during
normal business hours to examine, audit, and make transcripts or copies of such records and
any other documents created pursuant to this Agreement. Consultant shall allow inspection of
all work, data, documents, proceedings, and activities related to the Agreement for a period of
three (3) years from the date of final payment under this Agreement.
3.5 General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to
Consultant, terminate the whole or any part of this Agreement at any time and without cause
by giving written notice to Consultant of such termination, and specifying the effective date
thereof, at least seven (7) days before the effective date of such termination. Upon
termination, Consultant shall be compensated only for those services which have been
adequately rendered to City, and Consultant shall be entitled to no further compensation.
Consultant may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination. If this Agreement is terminated as provided
herein, City may require Consultant to provide all finished or unfinished Documents and Data
and other information of any kind prepared by Consultant in connection with the performance
of Services under this Agreement. Consultant shaN be required to provide such document and
other information within fifteen (15) days of the request.
3.5.1.3 Additional Services. In the event this Agreement is terminated in
whole or in part as provided herein, City may procure, upon such terms and in such manner as
it may determine appropriate, services similar to those terminated.
3.5.2 Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties at the following address, or at such other
address as the respective parties may provide in writing for this purpose:
Consultant: Willdan Financial Services
27368 Via lndustria, Suite 110,
Temecula, Califomia, 92590-4856
ATTN: Jim McGuire, Senior Project Manager
City: City of Palm Deser�
73-510 Fred Waring Drive
Palm Desert, CA 92260
ATTN: David Hermann, Management Analyst
Such notice shall be deemed made when personaHy delivered or when mailed, forty-
eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to
the party at its applicable address. Actual notice shall be deemed adequate notice on the date
actual notice occurred, regardless of the method of service.
3.5.3 Ownership of Materials and Confidentialitv. contra�t No. C33910
3.5.3.1 Documents & Data; Licensinq of Intellectual Property. This
Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse,
or sublicense any and all copyrights, designs, and other intellectual property embodied in
plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings and data magnetically or otherwise recorded on computer diskettes, which are
prepared or caused to be prepared by Consultant under this Agreement ("Documents &
Data"). Consultant shall require all subconsultants to agree in writing that City is granted a
non-exclusive and perpetual license for any Documents 8� Data the subconsultant prepares
under this Agreement. Consultant represents and warrants that Consultant has the legal right
to license any and aN Documents � Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were prepared by design professionals other
than Consultant or provided to Consultant by the City. City shall not be limited in any way in its
use of the Documents & Data at any time, provided that any such use not within the purposes
intended by this Agreement shall be at City's sole risk.
3.5.3.2 Confidentialitv. All ideas, memoranda, specifications, plans,
procedures, drawings, descriptions, computer program data, input record data, written
information, and other pocuments � Data either created by or provided to Consuitant in
connection with the performance of this Agreement shall be held confidential by Consultant.
Such materials shall not, without the prior written consent of City, be used by Consultant for
any purposes other than the performance of the Services. Nor shall such materials be
disclosed to any person or entity not connected with the performance of the Services or the
Project. Nothing fumished to Consultant which is otherwise known to Consultant or is
generally known, or has become known, to the related industry shall be deemed confidential.
Consultant shall not use City's name or insignia, photographs of the Project, or any publicity
pertaining to the Services or the Project in any magazine, trade paper, newspaper, television
or radio production or other similar medium without the prior written consent of City.
3.5.4 Cooqeration: Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be
necessary, appropriate, or convenient to attain the purposes of this Agreement.
3.5.5 Attorney's Fees. If either party commences an action against the other
party, either legal, administrative or otherwise, arising out of or in connection with this
Agreement, the prevailing party in such litigation shall be entitled to have and recover from the
losing party reasonable attorney's fees and all other costs of such action.
3.5.6 I ndem nification.
3.5.6.1 Scope of Indemnity. To the fullest extent permitted by law,
Consultant shall defend, indemnify and hold the City, its directors, officials, officers,
employees, volunteers and agents free and harmless from any and all claims, demands,
causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity,
to property or persons, including wrongful death, in any manner arising out of, pertaining to, or
incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its
officials, officers, employees, subcontractors, consultants or agents in connection with the
performance of the ConsultanYs Services, the Project or this Agreement, including without
limitation the payment of all consequential damages, expert witness fees and attorneys fees
and other related costs and expenses. Notwithstanding the foregoing, to the extent
Contract No. C33910
Consultant's Services are subject to Civil Code Section 2782.8, the above indemnity shall be
limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain
to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
3.5.6.2 Additional IndemnitYObliqations. To the fullest extent permitted
by law, Consultant shall defend, with counsel of City's choosing and at
ConsultanYs own cost, expense and risk, any and all claims, suits, actions or
other proceedings of every kind covered by Section 3.5.6.1 that may be brought
or instituted against City or its directors, officials, officers, employees, volunteers
and agents. Consultant shall pay and satisfy any judgment, award or decree
that may be rendered against City or its directors, officials, officers, employees,
volunteers and agents as part of any such claim, suit, action or other
proceeding. Consultant shall also reimburse City for the cost of any settlement
paid by City or its directors, officials, officers, employees, agents or volunteers
as par� of any such claim, suit, action or other proceeding. Such reimbursement
shall include payment for City's attomey's fees and costs, including expert
witness fees. Consultant shall reimburse City and its directors, officials, officers,
employees, agents, and/or volunteers, for any and all legal expenses and costs
incurred by each of them in connection therewith or in enforcing the indemnity
herein provided. Consultant's obligation to indemnify shall not be restricted to
insurance proceeds, if any, received by the City, its directors, officials officers,
employees, agents, or volunteers.
3.5.7 Entire Agreement. This Agreement contains the entire Agreement of the
parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed by
both parties.
3.5.8 Governing Law. This Agreement shall be govemed by the laws of the
State of California. Venue shall be in Riverside County.
3.5.9 Time of Essence. Time is of the essence for each and every provision of
this Agreement.
3.5.10 City's Riqht to Employ Other Consultants. City reserves right to employ
other consultants in connection with this Project.
3.5.11 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.5.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or
transfer, either directly or by operation of law, this Agreement or any interest herein without the
prior wRitten consent of the City. Any attempt to do so shall be null and void, and any
assignees, hypothecates or transferees shall acquire no right or interest by reason of such
attempted assignment, hypothecation or transfer.
3.5.13 Construction; References: Captions. Since the Parties or their agents
have participated fully in the preparation of this Agreement, the language of this Agreement
shall be construed simply, according to its fair meaning, and not strictly for or against any
Party. Any term referencing time, days or period for performance shall be deemed calendar
days and not work days. All references to Consultant include all personnel, employees,
Contract No. C33910
agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All
references to City include its elected officials, officers, employees, agents, and volunteers
except as otherwise specified in this Agreement. The captions of the various articles and
paragraphs are for convenience and ease of reference only, and do not define, limit, augment,
or describe the scope, content, or intent of this Agreement.
3.5.14 Amendment; Modification. No supplement, modification, or amendment
of this Agreement shall be binding unless executed in writing and signed by both
Parties.
3.5.15 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel, or otherwise.
3.5.16 No Third-Party Beneficiaries. There are no intended third party
beneficiaries of any right or obligation assumed by the Parties.
3.5.17 lnvalidity; Severability. !f any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions shall continue in full force and effect.
3.5.18 Prohibited Interests. Consultant maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working
solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it
has not paid nor has it agreed to pay any company or person, other than a bona fide employee
working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other
consideration contingent upon or resulting from the award or making of this Agreement. For
breach or violation of this warranty, City shall have the right to rescind this Agreement without
liability. For the term of this Agreement, no member, officer or employee of City, during the
term of his or her service with City, shall have any direct interest in this Agreement, or obtain
any present or anticipated material benefit arising therefrom.
3.5.19 Equal Oqportunity EmploYment. Consultant represents that it is an equal
opportunity employer and it shall not discriminate against any subconsultant, employee or
applicant for employment because of race, religion, color, national origin, handicap, ancestry,
sex, or age. Such non-discrimination shall include, but not be limited to, all activities related to
initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff
or termination.
3.5.20 Labor Certification. By its signature hereunder, Consultant certifies that it
is aware of the provisions of Section 3700 of the California Labor Code which require every
employer to be insured against liability for Worker's Compensation, or to unde�take self-
insurance in accordance with the provisions of that Code and agrees to comply with such
provisions before commencing the performance of the Services.
3.5.21 Authority to Enter Agreement. Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement. Each
Party warrants that the individuals who have signed this Agreement have the legal power, right,
and authority to make this Agreement and bind each respective Party.
Contract No. C33910
3.5.22 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.6 Subcontracting.
3.6.1 Prior Approval Required. Consultant shall not subcontract any portion of
the work required by this Agreement, except as expressly stated herein, without prior written
approval of City. Subcontracts, if any, shall contain a provision making them subject to all
provisions stipulated in this Agreement.
CITY OF PALM DESERT WILLDAN FINANCIAL SERVICES
By: BY�
Mayor or City Manager [INSERT NAME AND TITLE]
By:
[INSERT NAME AND TITLE]
ATTEST:
By:
[INSERT NAME]
City Clerk
APPROVED AS TO FORM:
By:
Best Best & Krieger LLP
City Attorney
• � Contract No. C33910
EXHIBIT "A"
SCOPE OF SERVICES
Contract No. C33910
your
Financial Services reach
EXHIBIT "A"
SCOPE OF SERVICES
September 12, 2014
Mr. David Hermann
Public Information Officer
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, California 92260
Re: Proposal for the Formation of an Underground Utility Assessment District for the City of
Palm Desert
Dear Mr. Hermann:
As a follow up to our previous conversations, Wil►dan Financial Services ("Willdan") is pleased to submit this
proposal to assist the City of Palm Desert ("City") with the formation of an underground utility assessment
district. Given our previous experience assisting the City with the formation of numerous special districts, as
well as our ongoing annual administration of your special districts, we feel that we are ideally suited to
undertake this project and support City staff.
We appreciate this opportunity to present this proposal for your review and hope that we may be of service to
you in the near future. If you have any questions regarding this proposal, please contact me directly at
(909) 229-0826, or via email at imcauireawilldan.com.
Sincerely,
Willdan Financial Services
Jim McGuire, Senior Project Manager
District Administration Services Group
Enclosure
Engineering and Planning 1 Energy Efficiency and Sustainability 1 Financial and Economic Consulting 1 National Preparedness and Interoperability
951.587.3500 1800.755.6864 1 fax: 951.587.3510 1 27368 Via Industria, Suite 110. Temecula, California 92590-4856 1 www.willdan.com
WWILLDAN I
Financial Services
Scope of Services
Willdan Financial Services' ("Willdan") proposed work plan to the City of Palm Desert ("City") specific to
the formation of the proposed Underground Utility Assessment District has been separated into two
phases:
■ Phase I: District Formation Services; and
Phase II: Post -formation Services.
Each phase is described by task below, whereby we explain how each task will be accomplished and
identify associated meetings and deliverables.
Task 1: Kick-off Meeting/Conference CaII
Objective: Identify key personnel involved in the project, establish effective lines of communication,
and assist City staff and the financing team in establishing a project schedule.
Description: An initial kick-off meeting will be conducted with City staff and consultants to discuss
procedures and responsibilities, various project issues and City goals. This meeting will
likely include specific discussions of the City's priorities; political considerations; overall
project timeline; budget information; and availability and access to pertinent
documentation, maps and data. These discussions may also touch upon potential policy
and legal issues (if any) that may be of concern, as well as any specific implementation
steps.
Meetings: One (1) kick-off meeting or conference call.
Deliverables: Willdan: Timeline.
Citv: Data, records, plans, diagrams and estimates.
Task 2: Data Gathering
Objectives: Gather current, detailed project information, and prepare the parcel database.
Description: Willdan will gather project information, construction plans and cost estimates from the City,
County Assessor's and Auditor/Controller's Offices, and the City's financial advisor. In
addition, we will conduct a visual onsite tour of the project area to evaluate such items as
potential view enhancements, and proximity to existing overhead facilities and poles.
Gathered information will be vital in the development of the assessment methodology, and
in determining benefit allocable to specific parcels in the proposed district. To ensure
accuracy and completeness, information will be gathered through meetings,
correspondence, and follow-up phone calls.
Willdan will create a detailed parcel database displaying the following:
Assessor's Parcel Number (APN);
• Assessment number;
• Lot area;
• Front footage;
• Assessed land and structure values;
• County land use;
• Development status;
• Ownership;
Proposal for the Formation of an Underground Utility Assessment District 1
WWILLDAN
financaai Services
■ Property address;
• Mailing address; and
• Any other necessary information.
The database will be used to calculate each parcel's assessment amount, and to generate
the assessment roll and mailing list for balloting and noticing requirements. An electronic
file of this data will be provided to the City.
Meetings: Conduct a visual onsite tour of the area to be included in the proposed district.
Deliverables: Wilidan: Preliminary database.
City: None.
Task 3: Report Methodology
Objective: Prepare a preliminary assessment analysis.
Descriptin.• Based on gathered information, the following will be prepared:
1. Preliminary assessment analysis. Wilidan will identify and describe the special
benefits received by properties within the proposed district, and establish a
reasonable special benefit nexus between improvements and properties. From benefit
variations within the proposed district and/or surrounding properties, we will prepare a
recommended district structure; a Method of Apportionment; and assessment
evaluation to discuss with City staff, including any identified general benefit or other
revenue contributions.
2. An assessment roll and related computations from the parcel database. The roll
will include the following information.
■ Assessor's parcels within the proposed district boundaries; the assignment of an
assessment number for each parcel; and, as necessary, zones of benefit.
• Identification of the appropriate measurement factors upon which to spread the
assessment lien, and the assignment of factors to each parcel.
Computation of each parcel's assessment lien based upon each parcel's assigned
factors and special benefit improvement costs.
The assessment methodology will take into consideration the land use potential,
density, and acreage; and, as appropriate, safety, improved reliability, overall
neighborhood aesthetics, and aspects of properties' view enhancement. Finally, as we
have done in previous undergrounding assessments, we will include the provision for
adjustments for properties adjacent to facilities placed above ground, such as
transformers, or for easements granted, as necessary.
3. A boundary map and an 18-inch by 26-inch assessment diagram suitable for
recording, as well as in an 8-inch by 11-inch format. Two (2) originals and two (2)
copies will be provided to the City. The assessment diagram will include the following
items.
■ Legal parcels that will exist at the time of district formation.
• APNs or tract and lot information for each parcel.
• The assessment number assigned to each lot corresponding to the assessment
roll.
■ Boundaries of benefit zones, if applicable.
Proposal for the Formation of an Underground Utility Assessment District 2
Meetings:
Deliverables:
Task 4:
Objective:
Description:
Meetings:
Deliverables:
Task 5:
Objective:
*"WILLDAN
Financial Services
Based on the City's and bond counsel's feedback, as well as from our engineering
analysis of general/special benefits, Willdan will determine the improvements for
district inclusion; and prepare a narrative description for the Engineer's Report.
4. Estimated cost of district improvement items, incidentals, and issuance costs
for inclusion in the Engineer's Report. The project cost estimate, including
incidentals, will be coordinated with the City engineer. Bond issuance costs will be
discussed with team members to ensure that all appropriate costs have been correctly
integrated (e.g., such as capitalized interest, Official Statement printing, reserve fund
level, and any required bond security).
Based on district boundaries, Willdan will develop the Method of Assessment. To
ensure that all considerations have been addressed, the method will be discussed
with project team members; and then finalized for the preliminary and final Engineer's
Report(s).
None.
Willdan: Preliminary assessment analysis, assessment roll, boundary map, cost
estimate and Method of Assessment.
City: None.
Property Owner Workshop
Provide property owners with background information to assist them in making informed
decisions about the new assessment.
Attend the prescheduled community meeting/workshop, acting as technical support to City
staff to answer questions and provide information related to the calculation of the
proposed assessment, the improvements and services they fund, and to describe the
balloting process.
Willdan will work with the City to prepare and mail a workshop invitation to each property
owner as part of an overall education effort. The intent of the mailer would be to invite
affected property owners to a public workshop, but may also be designed to be an
informational piece that provides property owners with basic information about the District
and the proposed assessment(s).
While the mailer may be in the form of a postcard invitation that merely outlines the time
and place of a workshop to discuss the proposed assessment(s), it could be expanded to
an informational piece that will convey the significance and reasons for the new
assessment in an easy -to -understand format. Such a piece would likely be in a tri-fold
format, double -sided, in one (1) color. However a more elaborate mailer utilizing multi -
colors and/or graphics can be created if the City so desires.
Attendance at public workshop(s) with property owners prior to finalizing the Engineer's
Report.
Willdan: At the City's request, coordinate the printing, processing and mailing of the
invitation for the prescheduled workshop.
City: None.
Prepare Engineer's Report
Compile items and data from prior tasks into the Engineer's Report, submit Report to the
City for review and comment, and attend City Council meeting for adoption of preliminary
Proposal for the Formation of an Underground Utility Assessment District 3
Description:
Meetings:
Deliverables:
Task 6:
Objective:
Description:
Meetings:
Deliverables:
WWI LLDAN I
Financial Services
Report and Resolution of Intention (ROI).
Willdan will compile items and data from prior tasks into the preliminary Engineer's
Report. Submit the report to City staff for review and comment (additional copies will be
provided to the financing team), and file the Engineer's Report with the Superintendent of
Streets and City Clerk. We will present the Report to City Council and provide information
and answer questions regarding the district formation process and the Report. The
Engineer's Report will include the following components:
• A description of proposed funded public facilities;
■ Plans and specifications (or reference to on -file plans and specs);
• A detailed cost estimate of proposed facilities, including bond issuance estimates,
preliminary and final costs, and other incidentals costs;
• The assessment roll indicating APN, map reference identification number coinciding
with APN, and assessment lien;
• The Method of Assessment;
• The assessment diagram;
• The maximum annual administrative assessment add -on;
• A schedule indicating right-of-way to be acquired (if necessary), right-of-way
certificate, and Certification of Completion;
• 1931 Act information and tables; and
■ A public property schedule indicating assessed public property in the proposed district
(if necessary).
One (1) City Council meeting for presentation of the Engineer's Report and adoption of
the ROI.
Willdan: Preliminary Engineer's Report.
City: None.
Prepare and Mail Notices and Ballots and Attend Public Hearing
Prepare and mail the public hearing legal notice and protest ballots and attend public
hearing to answer questions and assist in the tabulation of ballots.
Upon Council adoption of the preliminary Engineer's Report and ROI, Willdan will prepare
and mail the public hearing legal notice and protest ballots, and assure conformity to the
applicable legislation. The legal notice will serve as an informational mailer providing the
time, date, and place of the public hearing. A signed declaration will be provided to the
City indicating that notices and ballots were mailed in accordance with designated
requirements. Property owner ballots will include the following:
• Assessor's Parcel Number;
• Property owner and mailing address (or situs address derived from discussions with
bond counsel and City staff);
• Proposed assessment amount; and
■ Method of Assessment.
Willdan will attend the public hearing, and prepare and present (if necessary) the
Engineer's Report. We will also coordinate with the City in tabulating ballots upon
conclusion of the public hearing.
One (1) City Council meeting for: 1) Adoption of the Engineer's Report, and 2) public
hearing and ballot tabulation.
Willdan: Engineer's Report, legal notice, and protest ballots.
City: Time, date, and place of the public hearing, envelopes for mailing.
Proposal for the Formation of an Underground Utility Assessment District 4
WILLDAN
1WI
Finandal Services
If the district is not formed, our services are concluded. If, however, the district is formed, we will notify
property owners of their final assessments and prepayment amounts, assist the finance team with required
data for funding improvements, and record necessary documents, as demonstrated by the following tasks.
Task 7: Recording of Documents
Objectives: Provide and record the assessment diagram and Notice of Assessment.
Description: Willdan will provide the assessment diagram and Notice of Assessment to the City, obtain
appropriate signatures, and record these documents at the County Recorder's Office.
Meetings:
Deliverables:
Task 8:
Objective:
Description:
Meetings:
Deliverables:
Task 9:
Objective:
Description:
Meetings:
Deliverables:
Task 10:
Objective:
Description:
Meetings:
None.
Willdan: Assessment diagram and Notice of Assessment.
City: Signatures on documents to be recorded.
Mailing of Notice of Confirmed Assessment
Prepare and mail confirmed assessment apportionment and Notice of Assessment.
The confirmed assessment and Notice of Assessment will be prepared and mailed to
each property owner of record within the proposed district. This notice will mark the
beginning of the 30-day cash collection period and will offer a discounted payoff amount to
those property owners wishing to satisfy their assessment obligation in cash prior to bond
sale. A certificate confirming the completion of this task will be provided to the City.
None.
Willdan: Completed Notice of Assessment, and completion certification.
City: None.
Prepare Paid / Unpaid List
Coordinate and confirm payoffs, and prepare paid/unpaid assessment list.
At the conclusion of the 30-day cash collection period, recordation of payoffs will be
coordinated with the City; the paid / unpaid assessments list will be prepared; and data
will be compiled for the final bond documents.
None.
Willdan: Paid / unpaid assessment list.
City: None.
Prepare Official Statement Tables
Provide information and review documents.
As necessary, Willdan will provide information and review the preliminary Official
Statement or state loan documents. Data tables will, likewise, be developed for the Official
Statement, including:
• Value -to -lien summaries;
• Top owners;
• Development status; and
• Other data required by the financing team.
None.
Proposal for the Formation of an Underground Utility Assessment District 5
WWI LLDAN
Financial Services
Deliverables: Willdan: Review of preliminary Official Statement / loan documents; development of
data tables.
Task 11:
Objective:
Description:
Meetings:
Deliverables:
Task 12:
Objective:
Description:
Meetings:
Deliverables:
City: None.
Prepare Final Report
Prepare and file the final Engineer's Report.
A final Engineer's Report will be prepared to reflect both cost savings from the originally
estimated amount and parcels whose assessments were paid off during the 30-day cash
collection period. The final report will be filed with the City Clerk and Superintendent of
Streets.
None.
Willdan: Final Engineer's Report.
City: None.
Meetings and Other Communication
Participate in conference calls, and answer any questions.
Willdan will participate in conference calls with City staff, bond counsel, financial advisor,
bond underwriter, appraiser, as well as with any other project consultants. We will be
available to answer questions; and provide information to property owners, project
proponents, community association representatives, and to other interested parties.
Conference calls, as necessary.
Willdan: None.
City: None.
For this project, the City will kindly provide the following information.
• Complete district documentation and data, including electronic copies of pertinent information
(e.g., maps, records, plans and documentation related to the proposed improvements and
proposed property to be included within the district).
• Information related to City's land use and zoning policies (as necessary).
• Utilities' cost estimate information and updates (as appropriate), along with diagrams of proposed
and existing facilities.
• Maps, diagrams, or photographs of the proposed area within the district's boundaries.
• Opinions (as requested) from the City attorney's office.
To complete our analysis, Willdan will rely upon the validity and accuracy of the City's data and
documentation.
Willdan will provide its professional expertise in preparing resolutions, petitions, notices, ballots, or other
legal documents. However, as we do not practice law, we ask that the City attorney, or other designated
counsel, review all documents. We will, nevertheless, assist your attorney in identifying any pertinent legal
issues.
Proposal for the Formation of an Underground Utility Assessment District 6
Financial Services
IV
Fee for Services
WI LLDAN
Willdan will perform the tasks identified in the Scope of Services section for the not -to -exceed fee of
$36,600. The table below provides a breakdown of this fee by phase.
City of Palm Desert
Underground Utility Assessment District Formation
Fee for Services
Phase I: District Formation Services
Task 1 - Task 3
Task 4
Total Phase I Cost
Phase II' Post Formation Services
Task 5 - Task 6
Task7--Task12
Total Phase II Cost
Please note the following:
• Our fee will not be contingent on the outcome of the proposed formation of the district.
• The fee identified for Phase I includes attendance at up to five meetings/presentations and one (1)
site visit. It is anticipated that an additional meeting, which is not identified within our scope, could
be necessary to discuss the project.
• Additional meetings or tasks outside our proposed scope of work will require an additional fee.
• Telephone conference calls are not considered "meetings" for the purpose of our proposal and are
not limited by our scope of services.
• We will invoice monthly based on percentage of project completion.
Proposal for the Formation of an Underground Utility Assessment District 7
WFinancjal Services
WI LLDAN
Additional Services
Additional services may be authorized and will be billed at our then -current hourly overhead consulting
rates. Our current hourly rates are:
Willdan Financial Services
Hourly Rate Schedule
Position
Group Manager
Principal Consultant/Engineer
Senior Project Manager
Project Manager
Senior Design Engineer
Senior Project Analyst
Senior Analyst
Analyst
Analyst Assistant
Property Owner Services Representative
Support Staff
Hourly
$210
$200
$165
$145
$139
$130
$120
$100
$75
$55
$50
Proposal for the Formation of an Underground Utility Assessment District 8