HomeMy WebLinkAboutAGR-5577.C - MUNICIPAL WATER DISTRICT OF ORANGE COUNTY - SHARED CONSULTANT COSTS FOR 2025 URBAN WATER MANAGEMENTS PLANS7 •
AGREEMENT FOR SHARING CONSULTANT COSTS FOR
2025 URBAN WATER MANAGEMENT PLANS
This AGREEMENT is made and entered into as of September 24, 2025, by and between
1) City of Buena Park
2) City of Fullerton*
3) City of Garden Grove
4) City of La Palma
5) City of Orange
6) City of Seal Beach
7) City of Tustin
8) City of Westminster
9) Yorba Linda Water District
10) East Orange County Water District
11) City of Anaheim*
12) City of Fountain Valley
13) City of Newport Beach
14) City of Santa Ana*
15) City of Huntington Beach
16) Mesa Water District
17) City of San Clemente
18) Santa Margarita Water District
19) South Coast Water District
20) Trabuco Canyon Water District
21) Laguna Beach County Water District
22) City of Brea
23) City of La Habra
collectively "Participating Agencies" and individually "Participating Agency") and the
Municipal Water District of Orange County ("MWDOC"). The Participating Agencies and
MWDOC are collectively referred to as "Parties."
RECITALS
WHEREAS, under California Water Code section 10621(a), the Participating
Agencies are required to update their respective Urban Water Management Plan
UWMP") at least once every five years; and
WHEREAS, the 2025 UWMP's shall be updated and submitted to the California
Department of Water Resources ("DWR") by July 1, 2026; and
WHEREAS, each Participating Agency has the responsibility to prepare a separate
2025 UWMP for submission by July 1, 2026; and
Participating Agency pursuant to separate Master Agreement with MWDOC.
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WHEREAS, the Participating Agencies share many water supply characteristics,
including water sources, regional water management agencies, location, climate history,
and demographics; and
WHEREAS, pursuant to California Water Code section 10620, subdivision (d)(3),
the Participating Agencies wish to coordinate the preparation of their 2025 UWMPs in the
interest of reducing preparation costs; and
WHEREAS, the Participating Agencies and MWDOC desire to cooperate with
each other to obtain economies of scale and thereby reduce preparation costs for each
of the Participating Agencies;and
WHEREAS, MWDOC and the Participating Agencies have jointly prepared and
agreed to a Scope of Work that was incorporated into a Request for Proposals. In
response, two consulting firms submitted proposals which were reviewed by a panel
comprised of representatives of MWDOC and several Participating Agencies and which
resulted in the selection of Carollo Engineers, Inc. ("Consultant") as the consultant to
prepare UWMPs for the Participating Agencies (the "Work"); and
WHEREAS, MWDOC and its staff are willing to coordinate this process, including
the preparation and administration of a professional services agreement with the
Consultant; and the administration of the cost sharing provisions of this Agreement;
NOW, THEREFORE, in consideration of the payment of money as set forth
below and the mutual promises of the Parties hereto, it is agreed:
1. Enaaaement of Consultant and Administration of Consultant Aareement
1.1 MWDOC shall award a professional services agreement for the work identified
in the Request for Proposals to Consultant ("Consultant Agreement").
MWDOC shall use its standard professional services agreement form for the
Consultant Agreement with minor negotiated deviations permitted by MWDOC
General Manger and Legal Counsel and require appropriate types and limits of
insurance coverage. Each CGL policy shall identify MWDOC and its directors,
officers, agents, employees, attorneys, consultants and authorized volunteers,
the Participating Agencies and their respective directors, officials, officers,
agents, employees, attorneys, consultants and authorized volunteers, as
additional insureds, or be endorsed to identify these parties as additional
insureds using a form acceptable to MWDOC. The Consultant Agreement will
require the Consultant's insurer(s) to waive all rights of subrogation against
MWDOC and its directors, officers, agents, employees, attorneys, consultants
and authorized volunteers, and the Participating Agencies and their respective
directors, officials, officers, agents, employees, attorneys, consultants and
authorized volunteers. The Consultant Agreement will require Consultant to
ensure that its sub-consultants, if any, provide similar insurance coverage.
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1.2 MWDOC shall coordinate all aspects of the proposed work with Consultant
and communicate with each Participating Agency, regularly and upon request
of the Participating Agency, regarding the status and substance of its 2025
UWMP.
1.3 MWDOC shall withhold the final payment until such time as every
Participating Agency has notified MWDOC that it is satisfied with the final
UWMP prepared for it by Consultant.
1.4 Each Participating Agency shall, within a reasonable timeframe, provide all
documents, information and assistance requested by the selected
contractor during the performance of the Consultant Agreement.
1.5 Each Participating Agency acknowledges that costs may fluctuate as DWR
releases the Draft UWMP Guidebook and participating agencies decide
whether or not to participate.
2. Cost Sharing by Participating Agencies
2.1 MWDOC shall:
2.1.1 Collect from each Participating Agency upon execution of this Agreement the
full amount of the Participating Agency's proportionate share of the total cost
of the Work as described in the Contractor's proposal, which is in Exhibits A
and B.
2.1.2 Inform each Participating Agency of any proposed additional work under
the Consultant Agreement that relates to preparation of that Participating
Agency's 2025 UWMP and that would result in an increase in that
Participating Agency's payment under this Agreement. MWDOC and the
affected Participating Agency must both first approve such additional
work in writing before MWDOC will notify Consultant to proceed with the
work. Exhibit B includes each Participating Agency's base cost with
elected additional items and may be updated pursuant to this section.
Exhibit B will be incorporated into this Agreement by this reference,
subject to any approved updates.
2.1.3 Be responsible for making progress payments directly to Consultant from
funds paid to MWDOC by Participating Agencies (see section 1.3) for
approved additional work.
2.1.4 Prepare a final accounting and either distribute any remaining funds
collected from the Participating Agencies back to the Participating
Agencies or issue a final bill to Participating Agencies if there are funds
due.
2.2 Each Participating Agency shall:
2.2.1 Pay to MWDOC upon execution of this Agreement the full amount of the
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Participating Agency's proportionate share of the total cost of the Work
as described in the Contractor's proposal, which is in Exhibit A.
2.2.2 Pay to MWDOC, upon approval of any additional work under the Consultant
Agreement that relates to preparation of its 2025 UWMP, the full amount
owed for the approved additional work. Each Participating Agency shall bear
all costs associated with extra work it approves, described within Exhibits A
and B, incorporated into this Agreement by reference.
3. Accounting
Upon request of any Participating Agency, MWDOC will provide copies of the
selected Consultant's invoices and MWDOC's payment records.
4. Independent Contractor
Any consultant engaged by MWDOC on behalf of the Participating Agencies
as contemplated in this Agreement will not be a party to this Agreement and
will not be an employee or agent of MWDOC or any of the Participating
Agencies, either as a result of this Agreement or as a result of a professional
services agreement between MWDOC and the Consultant. Any consultant
engaged as contemplated in this Agreement will be an independent
contractor to MWDOC.
5. Warranty. Indemnification and Defense
MWDOC shall use its best efforts in administering the Consultant Agreement,
but makes no representations, guarantees or warranties to the Participating
Agencies as to the quality or timeliness of work product provided by
Consultant pursuant to the Consultant Agreement. All losses or liabilities
resulting from any and all actions, claims, penalties, obligations or liabilities,
in law or in equity, of every kind or nature whatsoever, that may be asserted
or claimed by any person, firm, entity, corporation, political subdivision or
other organization arising out of or in any manner directly or indirectly
connected with any work contemplated by this Agreement shall be subject
to the indemnification described in this section. Each of the Parties hereto
shall fully indemnify and hold each of the other Parties, their officers, board
members, employees, and agents, harmless from any claim, expense or
cost, damage or liability imposed or occurring by reason of the negligent acts
or omissions or willful misconduct of the indemnifying party, its officers, board
members, employees or agents, under or in connection with or arising out of
any work, authority or jurisdiction delegated to such party under this
Agreement. No Party, nor any officer, board member, employee or agent
thereof, shall be responsible for any damage or liability occurring by reason
of the negligent acts or omissions or willful misconduct of the other Parties
hereto, their officers, board members employees, or agents, under or in
connection with or arising out of any work authority or jurisdiction delegated
to any other Parties under this Agreement.
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6. Notice
Any notice or communication required to be given under this Agreement shall
be in writing and effective when deposited, first class postage prepaid with the
United States Postal Service addressed to the contracting Parties as follows:
Notice to Parties
If to:
1. MWDOC Harvey De La Torre, General Manager
Municipal Water District of Orange County
18700 Ward St.
Fountain Valley, CA 92708
2. City of Buena Park Aaron France, City Manager
City of Buena Park
6650 Beach Blvd.
Buena Park, CA 90622
3. City of Fullerton Pursuant to Master Agreement
4. City of Garden Grove Lisa Kim, City Manager
City of Garden Grove
P.O. Box 3070
Garden Grove, CA 92842
5. City of La Palma Michael Egan, Interim City Manager
City of La Palma
7822 Walker Street
La Palma, CA 90623
6. City of Orange Jarad Hildenbrand, City Manager
City of Orange
P.O. Box 449
Orange, CA 92866
7. City of Seal Beach Patrick Gellegos, City Manager
City of Seal Beach
211 8th Street
Seal Beach, CA 90740
8. City of Tustin Aldo Schindler, City Manager
City of Tustin
300 Centennial Way
Tustin, CA 92780
9. Yorba Linda Water Mark Toy, General Manager
District Yorba Linda Water District
1717 E. Miraloma Avenue
Placentia, CA 92870
10. City of Westminster Christine Cordon, City Manager
City of Westminster
8200 Westminster Blvd.
Westminster, CA 92683
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11. East Orange County David Youngblood, General Manager
Water District East Orange County Water District
185 N. McPherson Rd.
Orange, CA 92869
12.City of Anaheim Pursuant to Master Agreement
13. City of Fountain Valley Ted Bui, Mayor
City of Fountain Valley
10200 Slater Avenue
Fountain Valley, CA 92708
14. City of Newport Beach Grace Leung, City Manager
City of Newport Beach
P.O. Box 1768
Newport Beach, CA 92663
15. City of Santa Ana Pursuant to Master Agreement
16. City of Huntington Beach Howard Johnson, Utilities Manager
City of Huntington Beach
19001 Huntington Street
Huntington Beach, CA 92648-2211
17. Mesa Water District Paul Shoenberger, General Manager
Mesa Water District
1965 Placentia Avenue
Costa Mesa, CA 92627-3420
18. City of San Clemente Andy Hall, City Manager
City of San Clemente
100 Avenida Presidio
San Clemente, CA 92672
19. Santa Margarita Water Robert Grantham, General Manager
District Santa Margarita Water District
26111 Antonio Pkwy
Ranch Santa Margarita, CA 92688
20. South Coast Water District Rick Shintaku, General Manager
South Coast Water District
31592 West Street Laguna Beach, CA 92651
21. Trabuco Canyon Water Fernando Paludi, General Manager
District Trabuco Canyon Water District
32003 Dove Canyon Drive
Trabuco Canyon, CA 92679
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22. Laguna Beach County Keth Van Der Maaten, General Manager
Water District Laguna Beach County Water District
306 3rd Street
Laguna Beach, CA 92651
23. City of Brea Kristin Griffith, City Manager
City of Brea
1 Civic Center Circle Brea,
CA 92821
24. City of La Habra Jim Sadro, Executive Director
City of La Habra
P.O. Box 337
La Habra, CA 90633-0337
7. Jurisdiction and Venue
In all matters concerning the validity, interpretation, performance, or effect of
this Agreement, the laws of the State of California shall govern and be
applicable. The Parties hereby agree and consent to the exclusive jurisdiction
of the courts of the State of California and that venue of any action brought
hereunder shall be in Orange County, California.
8. Counterparts and Facsimile
This Agreement may be executed by the Parties in counterparts, which
counterparts shall be construed together and have the same effect as if all
the Parties had executed the same instrument. Counterpart signatures may
be transmitted by facsimile, email, or other electronic means and have the
same force and effect as if they were original signatures. All Parties have
participated in the drafting of this Agreement.
9. Severability
If any provision of this Agreement shall be held illegal, invalid, or
unenforceable, in whole or in part, the legality, validity, and enforceability of
the remaining provisions shall not be affected thereby.
10. Term
This Agreement shall commence upon the date of the earliest execution by
any Participating Agency below and shall extend thereafter through the
completion of all work product generated by the Consultant and delivered to
MWDOC and to each Participating Agency. The scheduled completion date
by the Consultant is July 1, 2026. MWDOC shall issue a Notice of
Completion to all Participating Agencies upon close-out of the Consultant
Agreement. Notwithstanding anything to the contrary in this Section 10, this
Agreement may be terminated earlier by MWDOC in its discretion upon or
after termination of the Consultant Agreement.
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11. Entire Aareement
This Agreement contains the entire agreement of the Parties relating to the
subject matter hereof; and the Parties have made no agreements,
representations, or warranties, either written or oral, relating to the subject
matter hereof that are not set forth herein. Except as provided herein, this
Agreement may not be modified or altered without prior written approval from
Parties.
IN WITNESS WHEREOF, the Parties have hereunto affixed their names as of
the day and year thereinafter written, which shall be and is the effective date of This
Agreement.
Execution of Agreement by Parties
1. Municipal Water District of Orange Date:1//S/Zc,1.5
County
By:
Harvey De La orre, General Manager
Municipal Water District of Orange County
Approved as to Form:
Date: q l 1 l) j2
By: __-
Joseph Byrne ti^uX t ln
General Counsel
2. City of Buena Park Date:
By:
Aaron France, City Manager
City of Buena Park
Approved as to Form:
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Cost Sharing Agreement for 2025 UWMP
Date:
By:
City Attorney
3. City of Garden Grove Date:
By:
Lisa Kim, City Manager
City of Garden Grove
Approved as to Form:
Date:
By:
City Attorney
4. City of La Palma Date:
By:
Michael Egan, Interim City Manager
City of La Palma
Approved as to Form:
Date:
By:
City Attorney
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5. City of Orange Date:
9/24/2025 8:42 AM PDT
r
S by
By:p
Jarad Hildenbrand, City Manager
City of Orange
Approved as to Form:
ATTEST:
9/24/2025 I 8:44 AM PDT
Date:
C
gn.dby:
9/24/2025 18:43 AM PDT 9ignedbYB2BEDC08BEF43A. Fad,* Ma
Pamela Coleman, City Clerk By:
City Attorney
6. City of Seal Beach Date:
By:
Patrick Gallegos, City Manager
City of Seal Beach
Approved as to Form:
Date:
By:
City Attorney
7. City of Tustin Date:
By:
Aldo Schindler, City Manager
City of Tustin
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Approved as to Form:
Date:
By:
City Attorney
8. Yorba Linda Water District Date:
By:
Richard Mark Toy, General Manager
Yorba Linda Water District
Approved as to Form:
Date:
By:
District Counsel
9. City of Westminster Date:
By:
Christine Cordon, City Manager
City of Westminster
Approved as to Form:
Date:
By:
City Attorney
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10. East Orange County Water District Date:
By:
David Youngblood, General Manager
East Orange County Water District
Approved as to Form:
Date:
By:
District Counsel
11. City of Fountain Valley Date:
By:
Ted Bui, Mayor
City of Fountain Valley
Approved as to Form:
Date:
By:
Attorney for the City
12. City of Newport Beach Date:
By:
Grace Leung, City Manager
City of Newport Beach
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Cost Sharing Agreement for 2025 UWMP
Approved as to Form:
Date:
By:
City Attorney
13. City of Huntington Beach
a municipal corporation of the State of Date:
California
By:
Pat Burns, Mayor
City of Huntington Beach
Date:
By:
Lisa Lane Barnes, City Clerk
Approved as to Form:
Date:
By:
Michael Vigliotta, City Attorney
14. Mesa Water District Date:
By:
Paul Shoenberger, General Manager
Mesa Water District
Approved as to Form:
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Docusign Envelope ID: 10785AA1-7604-4EEG-B4F4-35A79C9E5C14
Cost Sharing Agreement for 2025 UWMP
Date:
By:
District Counsel
15. City of San Clemente Date:
By:
Andy Hall, City Manager
City of San Clemente
Approved as to Form:
Date:
By:
Elizabeth A. Mitchell, City Attorney
16. Santa Margarita Water District Date:
By:
Robert Grantham, General Manager
Santa Margarita Water District
Approved as to Form:
Date:
By:
District Counsel
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17. South Coast Water District Date:
By:
Rick Shintaku, General Manager
South Coast Water District
Approved as to Form:
Date:
By:
District Counsel
18. Trabuco Canyon Water District Date:
By:
Fernando Paludi, General Manager
Trabuco Canyon Water District
Approved as to Form:
Date:
By:
District Counsel
19. Laguna Beach County Water District Date:
By:
Keith Van Der Maaten, General Manager
Laguna Beach County Water District
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Cost Sharing Agreement for 2025 UWMP
Approved as to Form:
Date:
By:
District Counsel
20. City of Brea Date:
By:
Kristin Griffith, City Manager
City of Brea
Approved as to Form:
Date:
By:
City Attorney
21. City of La Habra Date:
By:
Jim Sadro, City Manager
City of La Habra
Approved as to Form:
Date:
By:
City Attorney
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Cost Sharing Agreement for 2025 UWMP
EXHIBIT A
Consultant Agreement
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AGREEMENT FOR CONSULTANT SERVICES
This AGREEMENT for consulting services dated August 4, 2025, which includes all
exhibits and attachments hereto, "AGREEMENT" is made on the last day executed below by
and between MUNICIPAL WATER DISTRICT OF ORANGE COUNTY, hereinafter referred to
as "DISTRICT," and, CAROLLO ENGINEERS, INC. hereinafter referred to as
CONSULTANT" for Preparation of 2025 Urban Water Management Plans,
hereinafter referred to as "SERVICES."' DISTRICT and CONSULTANT are also
referred to collectively herein as the "PARTIES" and individually as "PARTY". The PARTIES
agree as follows:
I PURPOSE AND SCOPE OF WORK
A. Consulting Work
DISTRICT hereby contracts with CONSULTANT to provide general or special
SERVICES, as more specifically set forth in Exhibit "B" attached hereto and incorporated
herein, and in coordination with "PARTICIPATING AGENCIES", as more specifically set forth in
Exhibit "C"2. Tasks other than those specifically described therein shall not be performed
without prior written approval of DISTRICT's General Manager.
B. Independent Contractor
CONSULTANT is retained as an independent contractor for the sole purpose of
rendering professional and/or special SERVICES described herein and is not an agent or
employee of DISTRICT. CONSULTANT shall be solely responsible for the payment of all
federal, state and local income tax, social security tax, Workers' Compensation insurance, state
disability insurance, and any other taxes or insurance CONSULTANT, as an independent
contractor, is responsible for paying under federal, state or local law. CONSULTANT is thus not
eligible to receive workers' compensation, medical, indemnity or retirement benefits, including
but not limited to enrollment in CaIPERS. Unless, expressly provided herein, CONSULTANT is
not eligible to receive overtime, vacation or sick pay. CONSULTANT shall not represent or
otherwise hold out itself or any of its directors, officers, partners, employees, or agents to be an
agent or employee of DISTRICT. CONSULTANT shall have the sole and absolute discretion in
determining the methods, details and means of performing the SERVICES required by
DISTRICT. CONSULTANT shall furnish, at his/her own expense, all labor, materials,
equipment and transportation necessary for the successful completion of the SERVICES to be
performed under this AGREEMENT. DISTRICT shall not have any right to direct the methods,
details and means of the SERVICES; however, CONSULTANT must receive prior written
approval from DISTRICT before using any sub-consultants for SERVICES under this
AGREEMENT.
CONSULTANT represents and warrants that in the process of hiring CONSULTANT's
employees who participate in the performance of SERVICES, CONSULTANT conducts such
lawful screening of those employees (including, but not limited to, background checks and
Megan's Law reviews) as are appropriate and standard for employees who provide SERVICES
of the type contemplated by this Agreement.
1 Pursuant to Section 8002 of the District's Administrative Code, the District's"Ethics Policy" set forth at
sections 7100-7111 of the Administrative Code is attached hereto as Exhibit"A"and incorporated herein
by this reference.
2 The PARTIES acknowledge that the list of PARTICIPATING AGENCIES as set forth in Exhibit"C" is
subject to modification by addendum.
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C. Changes in Scope of Work
If DISTRICT requires changes in the tasks or scope of work shown in Exhibit "B" or
additional work not specified therein, DISTRICT shall prepare a written change order. If
CONSULTANT believes work or materials are required outside the tasks or scope of work
described in Exhibit "B," it shall submit a written request for a change order to the DISTRICT.
A change order must be approved and signed by the PARTIES before CONSULTANT performs
any work outside the scope of work shown in Exhibit "B." DISTRICT shall have no
responsibility to compensate CONSULTANT for such work without an approved and signed
change order. Change orders shall specify the change in the budgeted amount for SERVICES.
D. Standard of Care.
CONSULTANT shall perform the services required hereunder in accordance with the
prevailing engineering standard of care by exercising the skill and ability ordinarily required of
engineers performing the same or similar services, under the same or similar circumstances, in
the State of California.
E. DISTRICT Provided Information and Services.
The DISTRICT shall furnish CONSULTANT available studies, reports and other data
pertinent to CONSULTANT's services; obtain or authorize CONSULTANT to obtain or provide
additional reports and data as required; furnish to CONSULTANT services of others required for
the performance of CONSULTANT's services hereunder, and CONSULTANT shall be entitled
to use and rely upon all such information and services provided by the DISTRICT or others in
performing CONSULTANT's services under this AGREEMENT.
F. Estimates and Projections.
CONSULTANT has minimal control over the cost of labor, materials, equipment or
services furnished by others, over the incoming water quality and/or quantity, or over the way
the DISTRICT's plant and/ or associated processes are operated and/or maintained. Data
projections and estimates are based on CONSULTANT's opinion based on experience and
judgment. CONSULTANT cannot and does not guarantee that actual costs and/or quantities
realized will not vary from the data projections and estimates prepared by CONSULTANT and
CONSULTANT will not be liable to and/or indemnify the DISTRICT and/or any third party
related to any inconsistencies between CONSULTANT's data projections and estimates and
actual costs and/or quantities realized by the DISTRICT and/or any third party in the future.
II TERM
This AGREEMENT shall commence upon the date of its execution and shall extend
thereafter for the period specified in Exhibit "B" or, if no time is specified, until terminated on
thirty (30) days notice as provided herein.
III BUDGET, FEES, COSTS, BILLING, PAYMENT AND RECORDS
A. Budgeted Amount for Services
CONSULTANT is expected to complete all SERVICES within the Budgeted Amount set
forth on Exhibit "B." The total compensation for the SERVICES to be performed under this
AGREEMENT shall not exceed the Budgeted Amount unless modified as provided herein.
Upon expending and invoicing the DISTRICT 80% of the Budgeted Amount, CONSULTANT
shall prepare and provide to DISTRICT a "cost to complete" estimate for the remaining
SERVICES. The PARTIES shall work together to complete the project within the agreed-upon
2
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Budgeted Amount, but the obligation to complete the SERVICES within the Budgeted Amount
lies with the CONSULTANT.
B. Fees
Fees shall be billed per the terms and conditions and at the rates set forth on Exhibit
B" for the term of the AGREEMENT. Should the term of the AGREEMENT extend beyond the
period for which the rates are effective, the rates specified in Exhibit "B" shall continue to apply
unless and until modified by consent of the PARTIES.
C. Notification Clause
Formal notices, demands and communications to be given hereunder by either PARTY
shall be made in writing and may be effected by personal delivery or by registered or certified
mail, postage prepaid, return receipt requested and shall be deemed communicated as of the
date of mailing. If the name or address of the person to whom notices, demands or
communication shall be given changes, written notice of such change shall be given, in
accordance with this section, within five (5) working days.
Notices shall be made as follows:
Municipal Water District of Orange County Carollo Engineers, Inc.
Harvey De La Torre Inge Wiersema, PE, ENV SP
General Manager Water Resources Practice Director,
18700 Ward Street, P.O. Box 20895 Senior Vice President
Fountain Valley, CA 92708 707 Wilshire Boulevard, Suite 3920
Los Angeles, CA 90017
D. Billing and Payment
CONSULTANT's fees shall be billed by the 25th day of the month for the previous
month's activities. Invoices received by the 25th day of the month will be paid by DISTRICT by
the end of the following month. Invoices shall reference the Purchase Order number from
DISTRICT.
DISTRICT shall review and approve all invoices prior to payment. CONSULTANT
agrees to submit additional supporting documentation to support the invoice if requested by
DISTRICT. If DISTRICT does not approve an invoice, DISTRICT shall send a notice to
CONSULTANT setting forth the reason(s) the invoice was not approved. CONSULTANT may
re-invoice DISTRICT to cure the defects identified in the DISTRICT notice. The revised invoice
will be treated as a new submittal. If DISTRICT contests all or any portion of an invoice,
DISTRICT and CONSULTANT shall use their best efforts to resolve the contested portion of the
invoice.
E. Billing Records
CONSULTANT shall keep records of all SERVICES and costs billed pursuant to this
AGREEMENT for at least a period of seven (7) years and shall make them available for review
and audit if requested by DISTRICT.
IV DOCUMENTS
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All MATERIALS as defined in Paragraph XI below, related to SERVICES performed
under this AGREEMENT shall be furnished to DISTRICT upon completion or termination of this
AGREEMENT, or upon request by DISTRICT, and are the property of DISTRICT.
V TERMINATION
Each PARTY may terminate this AGREEMENT at any time upon thirty (30) days written
notice to the other PARTY, except as provided otherwise in Exhibit "B." In the event of
termination: (1) all work product prepared by or in custody of CONSULTANT shall be promptly
delivered to DISTRICT; (2) DISTRICT shall pay CONSULTANT all payments for services
performed and due under this AGREEMENT on the effective date of termination; (3)
CONSULTANT shall promptly submit a final invoice to the DISTRICT, which shall include any
and all non-cancelable obligations owed by CONSULTANT at the time of termination, (4)
neither PARTY waives any claim of any nature whatsoever against the other for any breach of
this AGREEMENT; (5) DISTRICT may withhold 125 percent of the estimated value of any
disputed amount pending resolution of the dispute, consistent with the provisions of section III D
above, and; (6) DISTRICT and CONSULTANT agree to exert their best efforts to expeditiously
resolve any dispute between the PARTIES.
VI INSURANCE REQUIREMENTS
CONSULTANT shall obtain prior to commencing work and maintain in force and effect
throughout the term of this AGREEMENT, all insurance set forth below.
A. Workers' Compensation Insurance
By his/her signature hereunder, CONSULTANT certifies that he/she is aware of the
provisions of Section 3700 of the California Labor Code, which requires every employer to be
insured against liability for workers' compensation or to undertake self-insurance in accordance
with the provisions of that code, and that CONSULTANT will comply with such provisions before
commencing the performance of the SERVICES under this AGREEMENT.
CONSULTANT and sub-consultant will keep workers' compensation insurance for their
employees in effect during all work covered by this AGREEMENT in accordance with applicable
law. An ACORD certificate of insurance or other certificate of insurance satisfactory to
DISTRICT, evidencing such coverage must be provided (1) by CONSULTANT and (2) by sub-
consultant's upon request by DISTRICT.
B. Professional Liability Insurance
CONSULTANT shall file with DISTRICT, before beginning professional SERVICES, an
ACORD certificate of insurance, or any other certificate of insurance satisfactory to DISTRICT,
evidencing professional liability coverage of not less than $1,000,000 per claim and $1,000,000
aggregate, requiring 30 days notice of cancellation (10 days for non-payment of premium) to
DISTRICT.
Such coverage shall be placed with a carrier with an A.M. Best rating of no less than A:
VII, or equivalent. The retroactive date (if any) of such insurance coverage shall be no later
than the effective date of this AGREEMENT. In the event that the CONSULTANT employs sub-
consultants as part of the SERVICES covered by this AGREEMENT, CONSULTANT shall be
responsible for requiring and confirming that each sub-consultant meets the minimum insurance
requirements specified herein.
C. Other Insurance
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CONSULTANT will file with DISTRICT, before beginning professional SERVICES,
ACORD certificates of insurance, or other certificates of insurance satisfactory to DISTRICT,
evidencing general liability coverage of not less than $1,000,000 per occurrence for bodily
injury, personal injury and property damage; automobile liability (owned, scheduled, non-owned
or hired) of at least $1,000,000 for bodily injury and property damage each accident limit;
workers' compensation (statutory limits) and employer's liability ($1,000,000) (if applicable);
requiring 30 days (10 days for non payment of premium) notice of cancellation to DISTRICT.
For the coverage required under this paragraph, the insurer(s) shall waive all rights of
subrogation against DISTRICT, the PARTICIPATING AGENCIES, and their directors, officers,
agents, employees, attorneys, consultants or authorized volunteers. CONSULTANT's
insurance coverage shall be primary insurance as respects DISTRICT, its directors, officers,
agents, employees, attorneys, consultants and authorized volunteers, the PARTICIPATING
AGENCIES, and their directors, officers, agents, employees, attorneys, consultants and
authorized volunteers, for all liability arising out of the activities performed by or on behalf of the
CONSULTANT. Any insurance pool coverage, or self-insurance maintained by DISTRICT, its
directors, officers, agents, employees, attorneys, consultants or authorized volunteers, the
PARTICIPATING AGENCIES, and their directors, officers, agents, employees, attorneys,
consultants and authorized volunteers, shall be excess of the CONSULTANT's insurance and
shall not contribute to it.
The general liability coverage shall give DISTRICT, the PARTICIPATING AGENCIES,
and its directors, officers, agents, employees, attorneys, consultants and authorized volunteers
additional insured status using ISO endorsement CG2010, CG2033, or equivalent. Coverage
shall be placed with a carrier with an A.M. Best rating of no less than A: VII, or equivalents. In
the event that the CONSULTANT employs sub-consultant as part of the work covered by the
AGREEMENT, it shall be the CONSULTANT's responsibility to require and confirm that each
sub-consultant meets the minimum insurance requirements specified herein.
D. Expiration of Coverage
If any of the required coverages expire during the term of the AGREEMENT,
CONSULTANT shall deliver the renewal certificate(s) including the general liability additional
insured endorsement to DISTRICT at least ten (10) days prior to the expiration date.
VII INDEMNIFICATION
To the fullest extent permitted by applicable law, CONSULTANT shall indemnify, defend
and hold harmless DISTRICT, its directors, officers, agents, employees, attorneys, consultants
and authorized volunteers, , PARTICIPATING AGENCIES, and their directors, officers, agents,
employees, attorneys, consultants and authorized volunteers, and each of them from and
against:
a. When the law establishes a professional standard of care for the CONSULTANT's
services, all claims and demands of all persons that arise out of, pertain to, or relate to
the CONSULTANT's negligence, recklessness or willful misconduct in the performance
or actual or alleged non-performance) of the work under this agreement.
CONSULTANT shall defend itself against any and all liabilities, claims, losses,
damages, and costs arising out of or alleged to arise out of CONSULTANT's
performance or non-performance of the SERVICES hereunder, and shall not tender
such claims to DISTRICT nor its directors, officers, employees, or authorized volunteers,
for defense or indemnity.
b. Any and all actions, proceedings, damages, costs, expenses, penalties or liabilities, in
law or equity, of every kind or nature whatsoever, arising out of, resulting from, or on
account of the violation of any governmental law or regulation, compliance with which is
the responsibility of CONSULTANT.
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c. Any and all losses, expenses, damages (including damages to the work itself), attorney's
fees incurred by counsel of the DISTRICT's choice and other costs, including all costs of
defense, which any of them may incur with respect to the failure, neglect, or refusal of
CONSULTANT to faithfully perform the work and all of the CONSULTANT's obligations
under the agreement. Such costs, expenses, and damages shall include all costs,
including attorneys' fees, incurred by counsel of the DISTRICT's choice, incurred by
the indemnified parties in any lawsuit to which they are a party. Notwithstanding the
foregoing, in no event shall the cost to defend charged to CONSULTANT exceed
CONSULTANT's proportionate percentage of fault. The duty to indemnify, including the
duty and the cost to defend, is limited as provided in this section.
d. CONSULTANT shall not be responsible for warranties, guarantees, fitness for a
particular purpose, breach of fiduciary duty, loss of anticipated profits or for economic,
incidental or consequential damages to the DISTRICT or any third party arising out of
breach of contract, termination, or for any other reason whatsoever unless the damages
arise from CONSULTANT's willful misconduct. Additionally, CONSULTANT shall not be
responsible for acts and decisions of third parties, including governmental agencies,
other than CONSULTANT's subconsultants, that impact project completion and/or
success.
CONSULTANT shall immediately defend, at CONSULTANT's own cost, expense and
risk, any and all such aforesaid suits, actions, or other legal proceedings of every kind that may
be brought or instituted against DISTRICT or its directors, officers, employees, or authorized
volunteers with legal counsel reasonably acceptable to DISTRICT, and shall not tender such
claims to DISTRICT nor its directors, officers, employees, or authorized volunteers.
CONSULTANT shall immediately pay and satisfy any judgment, award or decree that
may be rendered against DISTRICT or its directors, officers, employees, or authorized
volunteers, in any and all such suits, actions, or other legal proceedings.
CONSULTANT shall immediately reimburse DISTRICT or its directors, officers,
employees, or authorized volunteers, for any and all legal expenses and costs incurred by each
of them in connection therewith or in enforcing indemnity herein provided.
CONSULTANT's obligation to indemnify shall survive the termination or completion of
this agreement for the full period of time allowed by law and shall not be restricted to insurance
proceeds, if any, received by DISTRICT, its directors, officers, agents, employees, attorneys,
consultants or authorized volunteers, or the PARTICIPATING AGENCIES, its directors, officers,
agents, employees, attorneys, consultants or authorized volunteers.
VIII FINANCIAL DISCLOSURE AND CONFLICTS OF INTEREST
Although CONSULTANT is retained as an independent contractor, CONSULTANT may
still be required, under the California Political Reform Act and DISTRICT's Administrative Code,
to file annual disclosure reports. CONSULTANT agrees to file such financial disclosure reports
upon request by DISTRICT. Further, CONSULTANT shall file the annual summary of gifts
required by Section 7105 of the DISTRICT's Ethics Policy, attached hereto as Exhibit "A."
Failure to file financial disclosure reports upon request and failure to file the required gift
summary are grounds for termination of this AGREEMENT. Any action by CONSULTANT that
is inconsistent with DISTRICT's Ethic's Policy current at the time of the action is grounds for
termination of this AGREEMENT. The Ethics Policy as of the date of this AGREEMENT is
attached hereto as Exhibit "A."
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IX PERMITS AND LICENSES
CONSULTANT shall procure and maintain all permits, licenses and other government-
required certification necessary for the performance of its SERVICES, all at the sole cost of
CONSULTANT. None of the items referenced in this section shall be reimbursable to
CONSULTANT under the AGREEMENT. CONSULTANT shall comply with any and all
applicable local, state, and federal regulations and statutes including Cal/OSHA requirements.
X LABOR AND MATERIALS
CONSULTANT shall furnish, at its own expense, all labor, materials, equipment, tools,
transportation and other items or services necessary for the successful completion of the
SERVICES to be performed under this AGREEMENT. CONSULTANT shall give its full
attention and supervision to the fulfillment of the provisions of this AGREEMENT by its
employees and sub-consultant and shall be responsible for the timely performance of the
SERVICES required by this AGREEMENT. All compensation for CONSULTANT's SERVICES
under this AGREEMENT shall be pursuant to Exhibit "B" to the AGREEMENT.
Only those SERVICES, materials, administrative, overhead and travel expenses
specifically listed in Exhibit "B" will be charged and paid. No other costs will be paid.
CONSULTANT agrees not to invoice DISTRICT for any administrative expenses, overhead or
travel time in connection with the SERVICES, unless agreed upon and listed in Exhibit "B".
XI CONFIDENTIALITY AND RESTRICTIONS ON DISCLOSURE
A. Confidential Nature of Materials
CONSULTANT understands that all documents, records, reports, data, or other
materials (collectively "MATERIALS") provided by DISTRICT and PARTICIPATING
AGENCIES to CONSULTANT pursuant to the AGREEMENT, including but not limited to draft
reports, final report(s) and all data, information, documents, graphic displays and other items
that are not proprietary to CONSULTANT and that are utilized or produced by CONSULTANT
pursuant to the AGREEMENT are to be considered confidential for all purposes.
B. No Disclosure of Confidential Materials
CONSULTANT shall be responsible for protecting the confidentiality and maintaining the
security of DISTRICT MATERIALS and records in its possession. All MATERIALS shall be
deemed confidential and shall remain the property of DISTRICT and PARTICIPATING
AGENCIES. CONSULTANT understands the sensitive nature of the above and agrees that
neither its officers, partners, employees, agents or sub-consultants will release, disseminate, or
otherwise publish said reports or other such data, information, documents, graphic displays, or
other materials except as provided herein or as authorized, in writing, by DISTRICT's
representative and the PARTICIPATING AGENCY's representative. CONSULTANT agrees
not to make use of such MATERIALS for any purpose not related to the performance of the
SERVICES under the AGREEMENT. CONSULTANT shall not make written or oral disclosures
thereof, other than as necessary for its performance of the SERVICES hereunder, without the
prior written approval of DISTRICT and the PARTICIPATING AGENCY. Disclosure of
confidential MATERIALS shall not be made to any individual, agency, or organization except as
provided for in the AGREEMENT or as provided for by law.
C. Protections to Ensure Control Over Materials
All confidential MATERIALS saved or stored by CONSULTANT in an electronic form
shall be protected by adequate security measures to ensure that such confidential MATERIALS
are safe from theft, loss, destruction, erasure, alteration, and any unauthorized viewing,
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duplication, or use. Such security measures shall include, but not be limited to, the use of
current virus protection software, firewalls, data backup, passwords, and internet controls.
The provisions of this section survive the termination or completion of the AGREEMENT.
XII OWNERSHIP OF DOCUMENTS AND DISPLAYS
All original written or recorded data, documents, graphic displays, reports or other
MATERIALS which contain information relating to CONSULTANT's performance hereunder
and which are originated and prepared for DISTRICT and PARTICIPATING AGENCIES
pursuant to the AGREEMENT are instruments of service and shall become the property of
DISTRICT and PARTICIPATING AGENCIES upon completion or termination of the Project.
CONSULTANT hereby assigns all of its right, title and interest therein to DISTRICT and
PARTICIPATING AGENCIES, including but not limited to any copyright interest. In addition,
DISTRICT and PARTICIPATING AGENCIES reserve the right to use, duplicate and disclose in
whole, or in part, in any manner and for any purpose whatsoever all such data, documents,
graphic displays, reports or other MATERIALS delivered to DISTRICT and PARTICIPATING
AGENCIES pursuant to this AGREEMENT and to authorize others to do so.
To the extent that CONSULTANT utilizes any of its property (including, without
limitation, any hardware or software of CONSULTANT or any proprietary or confidential
information of CONSULTANT or any trade secrets of CONSULTANT) in performing SERVICES
hereunder, such property shall remain the property of CONSULTANT, and DISTRICT and
PARTICIPATING AGENCIES shall acquire no right or interest in such property.
CONSULTANT hereby assigns to DISTRICT, PARTICIPATING AGENCIES or its
designee, for no additional consideration, all CONSULTANT's intellectual property rights,
including, but not limited to, copyrights, in all deliverables and other works prepared by the
CONSULTANT under this agreement. CONSULTANT shall, and shall cause its employees and
agents to, promptly sign and deliver any documents and take any actions that DISTRICT,
PARTICIPATING AGENCIES, or its designee reasonably requests to establish and perfect the
rights assigned to DISTRICT, PARTICIPATING AGENCIES or its designee under this
provision.
Reuse of documents by DISTRICT or others on extensions or modifications of this
project or on other sites or use by others on this project, shall be at the user's sole risk, without
liability to CONSULTANT.
XIII EQUAL OPPORTUNITY
DISTRICT is committed to a policy of equal opportunity for all and to providing a work
environment that is free of unlawful discrimination and harassment. In keeping with this
commitment, DISTRICT maintains a policy prohibiting unlawful discrimination and harassment
in any form based on race, religious creed, color, national origin, ancestry, physical or mental
disability, medical condition, pregnancy or childbirth, marital status, gender, sex, sexual
orientation, veteran status or age by officials, employees and non-employees (vendors,
contractors, etc.).
This policy applies to all employees, consultants and contractors of the DISTRICT.
Appropriate corrective action will be taken against all offenders, up to and including immediate
discharge or termination of this AGREEMENT. During, and in conjunction with, the
performance of this AGREEMENT, CONSULTANT shall not discriminate against any employee
or applicant for employment because of race, color, religion, sex, age, marital status or national
origin.
XIV INTEGRATION OF ALL OTHER AGREEMENTS
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This AGREEMENT, including any Exhibits and Addenda, contains the entire
understanding of the PARTIES, and there are no further or other agreements or
understandings, written or oral, in effect between the PARTIES hereto relating to the subject
matter hereof. Any prior understanding or agreement of the PARTIES shall not be binding
unless expressly set forth herein and, except to the extent expressly provided for herein, no
changes of this AGREEMENT may be made without the written consent of both PARTIES.
XV ELECTRONIC SIGNATURES
The Uniform Electronic Transactions Act, California Civil Code section 1633.1 et seq.,
authorizes PARTIES to conduct business electronically. In accordance with California Civil
Code section 1633.5, PARTIES acknowledge, consent and agree that transactions subject to
this AGREEMENT may be effectuated by electronic means through the use of electronic and/or
digital signatures. For purposes of this section, an electronic signature means an electronic
symbol or process logically associated with the intent to sign an electronic record pursuant to
Civil Code section 1633(h). A digital signature, which is a type of electronic signature, means
an electronic identifier, created by a computer, that is intended to have the same force and
effect as the use of a manual signature under Government Code 16.5(d). An example of an
electronic signature would be a JPG of a manual signature imposed onto this AGREEMENT, an
example of a digital signature would be the use of DocuSign or similar provider that requires an
encrypted key that certifies the authenticity of the signature.
This consent to conduct transactions by electronic means through the use of electronic and/or
digital signatures extends to the execution of this AGREEMENT or any related contract or other
document necessary for the performance of this AGREEMENT including, without limitation, any
related offers, proposals, bids, amendments, change orders, task orders and notices.
XVI ATTORNEYS' FEES
In any action at law or in equity to enforce any of the provisions or rights under this
AGREEMENT, the prevailing PARTY shall be entitled to recover from the unsuccessful PARTY
all costs, expenses and reasonable attorney's fees incurred therein by the prevailing PARTY
including, without limitations, such costs, expense and fees on any appeals), and if such
prevailing PARTY shall recover judgment in any such action or proceeding, such costs,
expenses, including those of expert witnesses and attorneys' fees, shall be included as part of
this judgment.
XVII JURISDICTION AND VENUE SELECTION
In all matters concerning the validity, interpretation, performance, or effect of this
AGREEMENT, the laws of the State of California shall govern and be applicable. The
PARTIES hereby agree and consent to the exclusive jurisdiction of the courts of the State of
California and that venue of any action brought hereunder shall be in Orange County, California.
XVIII. THIRD PARTIES
The services to be performed by CONSULTANT are intended solely for the benefit of the
DISTRICT and PARTICIPATING AGENCIES. No other person or entity shall be entitled to rely
on CONSULTANT's performance of its services hereunder, and no right to assert a claim
against CONSULTANT by assignment of indemnity rights or otherwise shall accrue to a third
party as a result of AGREEMENT or the performance of CONSULTANT's services hereunder.
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IN WITNESS WHEREOF, the PARTIES have hereunto affixed their names as of the day
and year thereinafter, which shall be and is the effective date of this AGREEMENT.
APPROVED BY: CONSULTANT ACCEPTANCE:
pDocuSigned by:
Signed by:
A-avutA/ V t, (,a 1 vv- e!
DBOESC2a8E3B412...
iCi,rB 8JooDE'!c...
Harvey F. De La Torre, General Manager Inge Wiersema, PE, ENV SP
Municipal Water District of Orange County Water Resources Practice
18700 Ward Street Fountain Valley, CA Director, Senior Vice President
92708 Carollo Engineers, Inc.
714) 963-3058 707 Wilshire Boulevard, Suite 3920
Los Angeles, CA 90017
213) 279-3320
Date
8/7/2025 I 7:52 AM PDT
Date 8/7/2025 15:22 AM PDT
Signed by:
asektuutt . ?, PU), Pf
884404DDC08112D...
Graham Juby, PhD, PE
Vice President
Carollo Engineer, Inc.
3150 Bristol Street, Suite 500
Costa Mesa, CA 92626
714) 593-5134
Date 8/6/2025 I 3:30 PM PDT
Internal Use Only:
Program No.
Line Item:
Funding Year:
Contract Amt.:
Purchase Order#
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EXHIBIT "A"
ETHICS POLICY 7100-§7110
7100 PURPOSE
The policy of MWDOC is to maintain the highest standards of ethics from its Board
members, officers and employees (all shall be referred to as employees for the purposes
of this section). The proper operation of MWDOC requires decisions and policy to be
made in the proper manner, that public office not be used for personal gain, and that all
individuals associated with MWDOC remain impartial and responsible toward the public.
Accordingly, all employees are expected to abide by the highest ethical standards and
integrity when dealing on behalf of MWDOC with fellow Board members or employees,
vendors, contractors, customers, and other members of the public.
7101 RESPONSIBILITIES OF BOARD MEMBERS
Board members are obliged to uphold the Constitution of the United States and the
Constitution of the State of California and shall comply with all applicable laws regulating
Board member conduct, including conflicts of interest and financial disclosure laws. No
Board member or officer shall grant any special consideration, treatment, or advantage to
any person or group beyond that which is available to every other person or group in the
same circumstances.
7102 PROPER USE OF MWDOC PROPERTY AND RESOURCES
Except as specifically authorized, no employee shall use or remove or permit the use or
removal of MWDOC property, including MWDOC vehicles, equipment, telephones, office
supplies, and materials for personal convenience or profit. No employee shall require
another MWDOC employee to perform services for the personal convenience or profit of
another employee. Each employee must protect and properly use any MWDOC asset
within his/her control, including information recorded on paper or in electronic form.
Employees shall safeguard MWDOC property, equipment, monies, and assets against
unauthorized use or removal, as well as from loss due to criminal act or breach of trust.
Employees are responsible for maintaining written records, including expense reports, in
sufficient detail to reflect accurately and completely all transactions and expenditures
made on MWDOC's behalf. Creating a document with misleading for false information is
prohibited.
Motion - 1/17/96;
7103 CONFLICT OF INTEREST
All MWDOC Directors, officers, and employees at every level shall comply with the
requirements of Section 1090 of the California Government Code which prohibits such
persons from being financially interested in any contract made by them in their official
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capacity, or by any body or board of which they are members, or from being a purchaser
at any sale or a vendor at any purchase made by them in their official capacity.
All Directors and employees designated under MWDOC's Conflict of Interest Code
designated employees") and employees required to report under Chapter 7, Article 2 of
the Political Reform Act (Government Code Section 7300 et seq.) shall promptly and fully
comply with all requirements thereof.
MWDOC employees who are not designated employees under MWDOC's Conflict of
Interest Code shall refrain from participating in, making a recommendation, or otherwise
attempting to influence MWDOC's selection of a contractor, consultant, product, or source
of supply if the non-designated employee, or an immediate family member, has a direct or
indirect financial interest in the outcome of the selection process. No employee shall use
his/her position with MWDOC in any manner for the purpose of obtaining personal favors,
advantages or benefits for him/herself or an immediate family member from a person or
entity doing business or seeking to do business with MWDOC. Such favors, advantages,
or benefits would include, but are not limited to: 1) offers of employment; 2) free or
discounted goods or services; or 3) gifts.
71 04 GIFTS
No employee shall accept, directly or indirectly, any compensation, reward or gift from any
source except from MWDOC, for any action related to the conduct of MWDOC business,
except as set forth below:
1. Acceptance of food and refreshments of nominal value on infrequent occasions in
the ordinary course of a breakfast, luncheon or dinner meeting or other meeting or on an
inspection tour where the arrangements are consistent with the transaction of official
business.*
2. Acceptance of transportation, lodging, meals or refreshments, in connection with
attendance at widely attended gatherings sponsored by industrial, technical or professional
organizations; or in connection with attendance at public ceremonies or similar activities
financed by nongovernmental sources where the employee's participation on behalf of
MWDOC is the result of an invitation addressed to him or her in his/her official capacity,
and the transportation, lodging, meals or refreshment accepted is related to, and is in
keeping with, his/her official participation.*
3. Acceptance of unsolicited advertising or promotional materials such as pens,
pencils, note pads, calendars, or other items of nominal value.*
4. Acceptance of plaques and commemorative mementoes, of nominal value, or of
value only to the recipient, such as service pins, recognition awards, retirement
mementoes.
5. Acceptance of incidental transportation from a private organization, provided it is
furnished in connection with an employee's official duties and is of the type customarily
provided by the private organization.
Nothing herein shall be deemed to relieve any Director or designated employee from
reporting the value of such meals, transportation, lodging or gifts and abstaining from
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participation in any decision of MWDOC which could foreseeably have a material financial
effect on the donor when the value of such gifts reaches the limits set forth in MWDOC's
Conflict of Interest Code and the Political Reform Act.
In no event shall any employee accept gifts from any single source, the cumulative value
of which exceeds the applicable gift limit under California law.
A gift or gratuity, the receipt of which is prohibited under this section, shall be returned to
the donor. If return is not possible, the gift or gratuity shall be turned over to a public or
charitable institution without being claimed as a charitable deduction and a report of such
action, and the reasons why return was not feasible shall be made on MWDOC records.
When possible, the donor also shall be informed of this action.
Motion - 1/17/96;
7105 PERSONS OR COMPANIES REPORTING GIFTS
All persons and companies doing business with MWDOC, with the exception of public
agencies, shall submit a summary, by January 31 of each calendar year, of all gifts
claimed for internal vendor audits (including meals) made to, or on behalf of, employees or
Directors of MWDOC, or their immediate family members, that have occurred in the
normal course of business during the previous calendar year. Failure to provide this
information to MWDOC may result in the termination of MWDOC business with that
person or company.
Motion - 7/21/93; Motion - 8/18/93;
7106 USE OF CONFIDENTIAL INFORMATION
Confidential information (i.e., information which is exempt from disclosure under the
California Public Records Act) shall not be released to unauthorized persons unless the
disclosure is approved by the Board, President of the Board, or General Manager.
Employees are prohibited from using any confidential information for personal advantage
or profit.
7107 POLITICAL ACTIVITIES
During the course and scope of their employment employees are prohibited from
engaging in campaign activities associated with MWDOC Director elections, MWDOC
Director appointments, the appointment of MET Directors, or from attempting to
influence changes to MWDOC Division boundaries, except where such activities are
expressly required in the course of official duties. Employees are otherwise free to
personally, endorse, advocate, contribute to, or otherwise support any political party,
candidate, or cause they may choose; however, employees are prohibited from
soliciting political funds or contributions at MWDOC facilities or during the course and
scope of their duties for MWDOC. In any personal political activity an employee may be
involved in, it shall be made clear that the employee is acting personally and not for
MWDOC. These provisions are intended to protect employees against political
assessments, coerced political activities, and to prevent political activities on the part of
employees from interfering with MWDOC operations. Nothing in this section shall be
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interpreted or applied in a manner to unlawfully curtail the constitutional right to political
activity of MWDOC employees.
Motion —6/17/15
7108 IMPROPER ACTIVITIES
Employees shall not interfere with the proper performance of the official duties of others, but are
strongly encouraged to fulfill their own moral obligations to the public, MWDOC, and its member
agencies by disclosing, to the extent not expressly prohibited by law, improper activities within
their knowledge. No employee shall directly or indirectly use or attempt to use the authority or
influence of his/her position for the purpose of intimidating, threatening, coercing, commanding,
or influencing any person with the intent of interfering with that person's duty to disclose
improper activity.
7109 VIOLATION OF POLICY—STAFF AND STAFF OFFICERS
If an employee is reported to have violated MWDOC's Ethics Policy, the matter shall be
referred to any of the following: (1) the General Manager; (2) Human Resources; (3) the
Board of Directors; or (4) any member of the management staff, for investigation and
consideration of any appropriate action warranted which may include employment action
such as demotion, reduction in salary, or termination.
If a Board appointed officer (Secretary, Treasurer or General Manager) is reported to have
violated MWDOC's Ethics Policy, the matter shall be referred to the Executive Committee
for investigation and consideration of any appropriate action. The Executive Committee
may make a determination and present the issue to the full Board.
Motion - 1/17/96; 6/17/15
7110 VIOLATION OF POLICY -- DIRECTORS
A perceived violation of this policy by a Director should be referred to the President of the
Board or the full Board of Directors for investigation, and consideration of any appropriate
action warranted. A violation of this policy may be addressed by the use of such remedies
as are available by law to MWDOC, including, but not limited to: (a) adoption of a
resolution expressing disapproval of the conduct of the Director who has violated this
policy, (b) injunctive relief, or (c) referral of the violation to MWDOC Legal Counsel and/or
the Grand Jury.
7111 PERIODIC REVIEW OF ETHICS, CONFLICT OF INTEREST AND
ADMINISTRATIVE GUIDELINES
Pursuant to the terms of Government Code Sections 53234 through 53235.2, each
Director shall receive at least two hours of training in general ethics principles every two
years. Pursuant to Government Code Section 53235(c), the curricula for ethics training
must be approved by the Fair Political Practices Commission (FPPC) and the Attorney
General. It is the general desire of the MWDOC Board to meet and review and/or receive
a presentation that addresses principles relating to reporting guidelines on compensation,
conflict of interest issues, and standards for rules of conduct during the first quarter of the
year immediately following an election (every two years).
14
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Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
Each Director shall retain the certificate of completion from any ethics course in which
he/she participates and shall provide a copy of such report to MWDOC. Such records
shall be retained for five years from the date they are received.
M-12/21/05
15
55401.00000\43859268.1
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
n. w,.e;.ra...w,•.r,.antra-si:c-rr-:.re-u.'I:raltln: .«... _ .
Please note If using Consultant's proposal as Exhibit "B" please attach the proposal or
complete the standard Exhibit "B" Form below, BOTH Parties must verify that all
sections of this form are FULLY ADDRESSED and the appropriate Exhibit is attached
and labeled accordingly
EXHIBIT "B"
SCOPE OF WORK, TERMS OF AGREEMENT
AND TERMS AND CONDITIONS FOR BILLING
Carollo Engineers, Inc.
Inge Wiersema, PE, ENV SP
707 Wilshire Blvd., Suite 3920
213) 279-3320
Tax I.D. 86-0899222
1. Term — Commencement August 4, 2025, Termination September 30, 2026
2.Fees/Rates to be billed — See Exhibit B-2 Cost Summary for Development of 2025
Urban Water Management Plans for base price (lump sum) and optional tasks/
contingency tasks fees prepared based on Fee Schedule per page 20-22 of Exhibit
B-1..
3.Budgeted Amount — See Exhibit B-2; Note: Budgeted amount is based on the
Base Price" and the optional tasks on which the participating agency provides
written approval. CONSULTANT fees shall be billed by the 25th day of the month
for the previous month's activities. Invoices received by the 25th day of the month will be
paid by DISTRICT by the end of the following month. Invoices shall reference the
Purchase Order number from DISTRICT.
Consultant shall prepare a breakdown of the percent complete by task by Participating
Agency to submit with each monthly invoice.
Upon invoicing DISTRICT 80% of the contract amount, CONSULTANT shall prepare
and provide to DISTRICT a "cost to complete" estimate for the remaining work.
4.Scope of Work/Services — Preparation of the 2025 Urban Water Management Plans for
MWDOC and Participating Agencies as outlined in the attached Exhibit B-1.
5.Consultant Representative: Inge Wiersema, PE, ENV SP, Water Resources Practice
Director, Senior Vice President
16
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Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
C . Project Approach and Scope of Work
Project Understanding
We understand that the goal of this project is to prepare the 2025 UWMPs for Based on these draft tables released by DWR,we believe that the top thre
MWDOC and the Participating Agencies. Based on discussions with MWDOC
staff, we anticipate that this project will likely involve around twenty individual 1. Chapter 8: The Water Supply Shortage Levels are now standardizecto 6
UWMPs that all must be completed and submitted to the California DWR by the not require details on response actions anymore. The currently adop d v
submittal deadline of July 1, 2026. WSCPs are now considered acceptable. However, if MWDOC or any f th(
make any changes,then an update and recertification process will b nee
The 2025 UWMP must meet all the requirements of the Final 2025 UWMP potential triggers at right).
Guidebook,which will be published by DWR no later than July 1, 2025. Although
the final guidebook is not available yet, our team has a good understanding of 2. Chapter 4: The projection of Passive Water Conservation Savings is nE
the upcoming changes through our involvement in the guidebook development that could require some extensive analysis to estimate water savings'from
process and access to the interim tables released for review.As shown on the and/or anticipated changes to plumbing codes and regulations.
graphic below,there are several key changes that either increase (shown in
3. Chapter 4: Progress towards the 2028 Water Loss Performance Standar,
orange) or decrease(shown in green)the level of effort for the 2025 UWMPs
to report on whether a retail agency has met the new distribution system I
compared to the 2020 UWMP cycle.
standard enacted by the California State Water Resources Control Board.
TOP 10 Changes anticipated in the 2025 UWMP Guidebook
Based on a detailed side-by-side comparison,we have identified 30 changes between the 2020 and 2025 UWMP tables.
The UWMP Table of Contents below calls out the top 10 changes that either increase or decrease the anticipated level of effort.
2025 URBAN WATER MANAGEMENT PLAN
CHAPTER 4
Decreased Table 4-1:Wholesale:Total Uses for Potable and Non-Potable Water- Table of Contents
CHA
Actual and Table 4-2 Wholesale:Uses for Potable and Non-Potable Water
Projected are now optional.
EXECUTIVE SUMMARY
Table 4-4 Retail:Passive Water Savings Projection is a new optional table CHAPTER 1:INTRODUCTION AND
to document projected water savings from adopted codes over the next 25 UWMP OVERVIEW 1-1
years,in five-year increments.
CHA
CHAPTER 2:UWMP PREPARATION 2-1
Decreased Table 4-4:Last Five Years of Water Loss Audit Reporting,optional for CHAPTER 3:SYSTEM DESCRIPTION 3-1 C
Wholesale and mandatory for Retail in 2020 have been removed.
CHAPTER 4:WATER USE CHARACTERIZATION 4-1
Table 4-5:Water Loss Auditing(optional for Wholesale and mandatory for
CHAPTER 5:CONSERVATION
Retail)is now added to document whether a water loss audit for each of the TARGET COMPLIANCE 5-1
past 5 years for each public water system served by the agency was submitted to DWR.omp
CHAPTER 6:WATER SUPPLY CHARACTERIZATION 6-1 fn op
Table 4-6 Retail: Progress Towards 2028 Water Loss Performance and n
Standard is a new table to report on whether a retail agency has met the
CHAPTER 7:WATER SERVICE RELIABILITY
AND DROUGHT RISK ASSESSMENT 7-1
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
C. PROJECT APPROACH AND SCOPE OF WORK
Based on our experience from previous guidebook
updates since our involvement in the 2005 UWMP San Diego 2025 UWMP
cycle, and our ongoing work on the 2025 UWMP for
San Diego, our team has concluded that the changes Carollo is currently working on the 2025 UWMP for
for the 2025 UWMP cycle are much less substantive the City of San Diego.With the first draft of the UWMP
than in previous cycles. As a result, we understand planned for the end of May 2025,we have built off the
most of the work effort will involve updating information comprehensive 2020 UWMP(prepared by CDM Smith)
and tables, rather than new types of analysis or major and developed the plan in accordance with the 2020
narrative overhauls like in 2020.
Guidebook,while tracking/flagging potential changes
Due to the large number of UWMP5 that need to identified through our connections with parties
be prepared in parallel within the 11-month project involved in the 2025 Guidebook development.
duration per the timeline in the RFP,we understand
that a key challenge of this project is centered In parallel,we have compiled, reviewed,and organized
around organization. the City's data and information sources such that
when the 2025 Guidebook is released,we will be
It will be critical to streamline data gathering, able to quickly generate the Draft UWMP by linking
coordination with member agencies, and the
preparation and reviews of the deliverables. To meet
our spreadsheet information to new table formats and
this challenge, MWDOC needs an experienced team word chapters(see page 14).The remaining gaps will
that has gone down this road before. Our team brings the directly inform the additional information needs to
this specific experience through Shivani Shrotriya, who meet all 2025 Guidebook requirements.
worked with Sarina Sriboonlue for MWDOC while at
Arcadis in the preparation of 22 UWMPs during the
2020 UWMP cycle.
Lastly, we also understand that the key objective of
most of your participating member agencies is to
check the box" and get this regulatory requirement
completed and be eligible for state funding programs.
It is our job as the consulting team to deliver these
2025 UWMP5 with minimal effort from your member F
agencies, while getting all the tables and information
accurately updated that meet the 2025 UWMP g'
a _
Guidebook requirements and extend the planning
horizon to 2050 such that these Plans can also be Our ongoing work on the San Diego 2025 UWMP has
used for future Water Supply Assessment until the resulted in proactive and efficient methods to quickly
2030 UWMP cycle. incorporate anticipated guidebook changes once released.
Our Tailored Approach to Project Success
We have developed a tailored project approach that meets the critical success factors of this project, namely: D
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Each of these approach elements are described in more detail on the following three pages.o'
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CAROLLO / PROPOSAL / JULY 2025 11
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
Project Approach
0 Efficient and On-Time Project Delivery
Leveraging the knowledge and experience from our proposed project engineer, This pilot could be completed with the City of Buena Park like in 2020
Shivani Shrotriya, who worked on the successful delivery of your 2020 UWMPs,we agency may be selected by MWDOC as desired. To take full advantac
prepared the flowchart shown below to visually display the steps we envision for the piloting phase, it will be important to use an agency that uses both grc
efficient preparation of likely more than 20 2025 UWMP5. imported water such that the common narrative updates for these wat
can be used for all UWMPs that need to describe these same water st
The 2025 UWMP development process will first be piloted with one PA. Although For example,the impact of new PFAS regulations and changes in wat(
the pilot approach takes time in a tight schedule,we have accounted for this in our the Groundwater Replenishment System Phase 3 expansion in 2023 v
overall schedule (see page 18). We advise taking this more cautious approach, so incorporated consistently for all respective member agencies.
we can repeat and accelerate the project delivery process for the remaining UWMPs
with confidence. In this way we Plan the Work so we can then Work the Plan.
2020 UWMPs
MWDOC,OCWD& Prepopulated 2025 UWMP Virtual Meetings with Refine
PAs Data DWR Tables(-.20x) Template(1x) Pilot Agency Text b
W
3:aGENNT KM
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20 _
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a
ent•
F 1r-1
ii
Chapter Chapter Leeds
2025 UWMP Virtual 1:1 Internal Draft 1-Introduction Mayra Lara
Z Templates(=20x) Meetings(=20x) 2025 UWMPs 2-UWMP Preparation Mayra Lara
O a
3 System Description Becky Gates
V N O O BRA" 4-Water Use Characterization Nicola Fontaine
Q= 1 "1 F. 5-Conservation Targets Tess Kretschmann
O d O O 6 I 6-Water Supply Characterizations Brian Shepard
i
f y
1
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7-Water Service Reliability and Drought Risk Assessments Andria Loutsch
a 1 8-Water Shortage Contingency PlanningBill Fernandez99cY
9-Demand Management Measures Nicki Powell
10-Plan Adoption Mayra Lara
I
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
C. PROJECT APPROACH AND SCOPE OF WORK
Streamlined Data Management and Organization
Despite the anticipated relatively minor changes in the 2025 UWMP Guidebook compared to the
changes between 2015 and 2020,the preparation of likely more than 20 UWMPs in 11 months with
multiple revisions in each remains a big undertaking. This is especially true when it comes to data
and document management. In addition to the volume of files,the security of the information must be
considered. It is therefore critical to apply the principal "Plan the Work, Work the Plan':
The three key elements and benefits of how the Carollo team will streamline
data management and organization are as follows:
1. Secure SharePoint Site: Carollo will set up and 3. File Naming Protocol:A document naming protocol
host a project SharePoint Site to manage all project will be launched at the kickoff meeting so that all
files from start to finish. At the end of the project, data, spreadsheets, chapters, UWMP versions, and
files can be transferred back in a single zip file to comment logs are kept in the correct folders and
MWDOC and the respective agencies, as desired. with the correct file name extensions. This avoids
As depicted in the graphic below, we propose using version control issues and potential duplicate work.
dedicated locked channels for MWDOC and each of
the participating member agencies. These channels Last, but not least,we understand that it is the
can be used to securely upload and download files consultant's role to make the data gathering and 2025
by approved members. Public and non-sensitive UWMP preparation as easy as possible. As members
information will be stored in an open shared folder of our team have not only worked on the 2020 UWMPs
to avoid unnecessary duplication of data. For but also completed 200+ projects for all but one of
example,the 2025 UWMP Guidebook and Water your member agencies,we bring exceptionally strong
Use Efficiency reports can be saved in the shared relationships in your entire service area. Our personal
folder for easy reference. and working relationships will help with data gathering
and result in efficient project delivery.
or_jal
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j / PA Draft Documents
p
D Final Documents 200+17
PROJECTS •4"
DWR Guidance 96OflakSFund
P'~' /---
Public Reports
a.OF THE MWDOC
Carollo will host and manage all the data and documents in MEMBER AGENCIES
an organized manner,such that MWDOC and the participating
IN THE LAST
agencies only have to focus on providing raw data and conducting 10 1313
reviews.It is our job to make it easy for you! YEARS K
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2. Consistent Folder Structures: We will work with
a;
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MWDOC's project manager at the start of the D
project to review and refine our draft proposed z z
folder structure that will be used for all UWMPs. m D
This makes it easy for all team members to quickly
The Carollo team is familiar with nearly all m
xi
players in MWDOC's service area having Z
find the right files for any member agency, which collectively delivered more than 200 projects z
enhances efficiency and allows support staff to for the PAs in just the last decade.We will m m
quickly ramp up during peak production periods. leverage our institutional knowledge and
D m
relationships in the 2025 UWMP updates. m-1z
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CAROLLO / PROPOSAL / JULY 2025 13
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
C. PROJECT APPROACH AND SCOPE OF WORK
i) Sound Quality Control that Promotes Smooth DWR Approval
Quality control is clearly important on any project we deliver. The unique project elements that make
a robust and well-thought-out quality control and quality assurance (QAQC) process extra critical for
this project are:
The accelerated timeline of 11 months;
A regulatory deadline that is truly fixed; and
The simultaneous preparation of 20-ish plans that all roughly follow the same timeline, creating
waves" of deliverables and subsequent reviews.
To address the challenge of the "waves" of internal reviews, we plan to take a 2-pronged approach:
1. Staggered UWMP Delivery Schedule.We have
separated the anticipated participating member Smart Links Improve Efficiency,
agencies into four(4) groups based on their Accuracy, and Consistencyrespectivesupplymixcomplexity. The delivery
of the Draft, Final Draft, and Final UWMPs in each In addition,we plan to employ available document
group are staggered by 1 week to phase both
processing tools by setting up all the 2025 UWMP
production and reviews. In addition, this allows
more time to complete the more complicated plans
word documents such that the tables in the MS Word
and accelerates the UWMP of member agencies files are automatically linked to the corresponding
with fewer supplies and less complexity. The group master MS Excel workbook.As the UWMP tables
allocations are consistent with Attachment A of the are the core of these plans,we will be using the MS
RFP and are shown on the project schedule on Excel workbooks as the master data repository from
page 18.start to finish.We can then change numbers in excel
2. Dedicated Technical Advisory Roles:As shown in when we get new information from a report or during
our organization chart on page 2 we have included the 1:1 meetings with the member agencies,and that
three technical advisors on our team. The advisors automatically updates the corresponding report tables.
are not involved in the day-to-day project activities
or meetings to maintain a truly independent review Similarly,we will link common text narratives in a
perspective. Each advisor has a unique and clearly master word document(e.g.about the project Basin
defined responsibility as follows: Pumping Percentage with the Final GWRS Expansion)
to the word documents of the applicable member
irDan
Rodrigo: Conduct detailed review of agencies.The automatic updates via linked tables
narrative, numbers, and calculations of all
Draft and Final Draft, and Final UWMPs. and common text improves efficiency,accuracy,and
Assure consistency with MWDOC's Water consistency between the various UWMPs.
Reliability Study.
DWR Tables
Michelle Maddaus: Conduct detailed reviewIofnarrative, numbers, and calculations of all 3
7) oDraftandFinalDraft, and Final WSCPs. igkQd
WMP Chapters
and Tables n o
Jessica Fritsche: Conduct comprehensive
l Tables
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review of the Final Draft and Final UWMPs Common Text N
cvandWSCPsfromtheDWRperspective, using D 03
the DWR checklist.
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CAROLLO / PROPOSAL / JULY 2025 14
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
C. PROJECT APPROACH AND SCOPE OF WORK
Scope of Work
Task 1: Project Management the entire project team and include quality review
assignments by person, deliverable, and review
This task includes effort to communicate and period dates based on the kickoff meeting schedule.
coordinate with MWDOC and all the Participating
Agencies on project issues and project status, maintain
Independent Final Checks. Senior technical
the project schedule, and complete monthly invoices advisors, who are not involved in the project
and progress reports. Our quality control measures will
activities or meetings, will conduct independent
be conducted under this task as well.
technical review of the final draft and final
deliverables using Carollo's "redlining" checking
procedures as well as DWRs formal UWMP Checklist.
Task 1A - Meetings
We have scopes the following meetings:
Task 1D - Data Management and Organization
One 1-hour kickoff meeting with MWDOC.
Carollo will a setup secure SharePoint site with a
logical folder structure to facilitate easy data sharing
One 1-hour kickoff meeting with all Participating and deliverables reviews throughout the project. This
Agencies (PA). will include secure folders for MWDOC and each PA,
One 1:1 meeting with each individual PAs for UWMP. as well as an open shared folder. All raw data, UWMP
30-minute biweekly check in meetings with spreadsheets, meeting materials, and UWMP document
MWDOC's PM.
files will be stored in their respective folders.
30-minute biweekly consultant team check-in Key Assumptions
meetings.
All meetings will be virtual.
Task 1B - Invoicing and Progress Reporting 11-month project duration (8/1/2025 —7/1/2026).
This task includes invoicing and creating monthly Up to 20 bi-weekly check-in calls with MWDOC,
progress reports to describe accomplishments for considering holidays and review times.
the month and activities planned for the next month. MWDOC will provide a contact list of all team
Invoices will include a budget tracker table that provides members from MWDOC and the PAs that need
budget spent, budget remaining, and percent complete access to the SharePoint Site.
by PA and for the overall project.
Key Deliverables
Task 1C — Quality Control Meeting agenda, PowerPoint presentation, and
notes for both kickoff meetings (2x).
Carollo will follow a rigorous quality control process.
Before the project begins, the project manager will Meeting agenda and summary of action items for
prepare a project checklist. The checklist outlines each 1:1 meeting with the PAs.
key project steps and guides the team on quality Monthly invoice, budget tracker, and progress
management requirements. The checklist helps confirm report(11).
that the project follows our quality management Master Action and Decision Item log with ongoing
procedures.updates.
ATask2: Data Collection andAsaminimum, quality management milestones are: v
DO
Work Plan. A work plan will be developed to Information Review o
establish the work sequence effort, when work Carollo will make use of the 2020 UWMPs, where o
needs to occur within the project schedule, meeting possible. Carollo will access the 2020 UWMP5 and o A
times, discussion topics at the meetings, key previous water loss audits and Urban Water Use z z
decisions that need to be made, and the project Objective Reports from the DWR's Water Use Efficiency m
deliverables.WUE) Data Portal website. Carollo will also request the z A
Project Management Plan (PMP). The PMP will following documents from MWDOC for review:
include lines of communication, schedule, scope,
budget, staffing plan, and special requirements.
Metropolitan's 2025 UWMP draft. A 3
The project management plan will be distributed to • 2025 Orange County Water Agencies Demand m z
Forecast by agency. Z
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cn Z
CAROLLO / PROPOSAL / JULY 2025 15
Docusign Envelope ID:10785AA1-7604-4EEC-B4F4-35A79C9E5C14
C. PROJECT APPROACH AND SCOPE OF WORK
2025 Orange County Water Agencies Demand requirements. Carollo will address the comments to
Forecast Technical Memorandum. the satisfaction of the PA and DWR within 3 months of
MWDOC's 2022 The Economic Impacts of Water receiving comments from DWR.
Shortages on Orange County Report.
2025 Orange County Water and Wastewater Multi- Task 3A — Draft UWMP
Jurisdictional Local Hazard Mitigation Plan (MJHMP) • Carollo will prepare the Draft 2025 UWMP including
with each PA's annex.all necessary appendices and DWR tables for
MWDOC's water use efficiency programs MWDOC and each PA and relevant agencies for
information, including activities related to Making review and comment.
Conservation a California Way of Life framework and Carollo will complete the DWR UWMP Preparation
Urban Water Use Objective compliance approaches.Checklist for MWDOC and each PA.
MWDOC's water loss control programs information, • Carollo will submit the Draft UWMP in native format
including leak detection activities summaries for MS Word)via posting on the project SharePoint Site.
each PA that participates in this program.
Key Assumptions
Task 3B — Final Draft UWMP
MWDOC will provide the following files in native
Carollo will address all the comments received on
format for both MWDOC and all PAs:
Draft 2025 UWMP, appendices and DWR tables to
prepare the Final Draft 2025 UWMP.
2020 UWMP report files in MS Word.
Carollo will submit two versions of the Final Draft
r 2020 UWMP tables in MS Excel. UWMP in native MS Word format(one with track
2020 WSCP report files in Word. changes and one clean copy with all changes
m 2020 WSCP tables in MS Excel (if optional accepted).
updates are requested). Carollo will create a consolidated PDF document
b 2025 UWMP demand forecasts in MS Excel of the Final Draft UWMP and corresponding
prepared by Hazen and Sawyer). attachments for public comment.
Native 2020 UWMP and WSCP files will be provided Key Assumptions
within 1 month of the NTP.
Comments on the Draft and Final Draft UWMPs will
Carollo will access relevant Orange County Water be provided within 15 working days.
District(OCWD) documents available through the
MWDOC and each PA will provide consolidated
OCWD website. For any documents and information
comments in one single document using track
not available on the OCWD website, Carollo will
changes in the native Word files.
include those in the data request to MWDOC
All deliverables will be submitted in electronic format
Carollo will request additional PA-specific documents
only via posting on the project SharePoint Site.
e.g., Water Master Plans, Recycled Water Master
Plans, Hazard Mitigation Plans, etc.from the PAs to • Comments from DWR will be addressed outside the
support the preparation of the 2025 UWMPs. 11-month project window.
Key Deliverables Key Deliverables
Prioritized Data Request matrix in Excel with updates. •
Draft 2025 UWMP.m
Final Draft 2025 UWMPs. n o°Task 3: Draft and Final Draft 2025 UWMP
Task 4: Final 2025 UWMP Z
Carollo will write and format all sections of the 2025 0 2
UWMPs in accordance with the CWC requirements As part of this task, Carollo will incorporate public o
following the guidance from DWR's 2025 UWMP comments received during the public hearing process, Z n
Guidebook once released. This includes preparation of and as approved and instructed by the respective PA. m z
the reports that will allow easy uploading to DWR in the Carollo then will prepare the Final 2025 UWMP for o m
required electronic format. MWDOC and all PAs with the inclusion of Adoption 7<1
Notices. A consolidated PDF of the Final UWMP will all 'z
Carollo will respond/revise the 2025 UWMP in case appendices, along with the native files will be uploaded m m
DWR considers the submittal to be non-compliant with to the SharePoint Site such that MWDOC and PAs can c Z
the Guidebook requirements and Carollo was provided complete submittal to DWR.
m
with the necessary information to meet the Guidebook nz
CAROLLO / PROPOSAL / JULY 2025 16
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
C. PROJECT APPROACH AND SCOPE.OF WORK
Key Assumptions purposes,this effort is limited to approximately 20 extra
MWDOC and all PAs will each coordinate their Public labor hours and up to $5,000 per Plan.
Hearings and subsequently gather and consolidate
any public comments received. Optional Task 4A: Ripple Effects (Option A)
Carollo will receive one consolidated electronic copy This task would provide additional budget to process
of all public comments that must be incorporated minor changes that might arise from Metropolitan or
within 2 weeks of the public hearing and no later other new/changed data sources after completion of
than June 1, 2026. the Draft UWMP that would require changes that ripple
Key Deliverables through multiple tables and/or chapters. For budgeting
purposes,this effort is limited to approximately 10 hours
Final 2025 UWMPs. and $2,500 per Plan.
Optional Services
Optional Task 4B: Ripple Effects (Option B)
MWDOC and PAs may opt to have any of the following
services in addition to those described under Tasks 1 This task would provide additional budget to process
through 4. more extensive changes that might arise from
Metropolitan or other new/changed data sources after
Optional Task 1: In-Person Individual Meetings
completion of the Draft UWMP that would require
changes that ripple through multiple tables and/or
Carollo will schedule and attend individual in-person chapters. For budgeting purposes,this effort is limited
meetings with MWDOC and/or PAs. It is assumed that to approximately 20 hours.
these meetings would not exceed 1 hour in duration.
The fee estimate for this task represents one (1) extra Optional Task 5A: Water Shortage
meeting. MWDOC and/or PA(s) may elect to add
Contingency Plan Revision (Option A)
multiple additional in-person meetings.
This task can be utilized by PAs who decide to
Optional Task 2: Additional Virtual 1:1 Meetings republish their 2020 WSCP by modifying the
shortage levels and associated actions, consistent
Carollo will attend one extra virtual 1:1 meeting of with Chapter 8 of the 2025 UWMP. This task does
up to 1 hour with MWDOC and/or PAs. It is assumed not include any WSCP modifications triggered by
that these meetings would take place during the changes in water supplies, MET's shortage triggers,
preparation of the Final Draft UWMPs. The fee estimate Hazard Mitigation Plans, Climate Action Plans, and/
for this task represents one (1) extra virtual meeting. or Communication Plans. The 1:1 meeting with the PA
MWDOC and/or PA(s) may elect to add multiple included in Task 1 will be used to discuss the changes
additional virtual meetings. in shortage levels and actions with the PA. Optional
Task 01 or 02 can be utilized if additional meetings with
Optional Task 3A: Additional the PA are warranted to complete this optional task.
Coordination (Option A)
Optional Task 5B: Water Shortage
This task can be utilized to accommodate some
additional coordination effort required for agencies that Contingency Plan Revision (Option B)
have complicated arrangements, limited staff, and/or This task can be utilized by PAs who decide to only m
competing interests. For budgeting purposes,this effort make moderate updates to their 2020 WSCP by n°o
is limited to approximately 10 extra labor hours and up modifying the shortage levels and associated actions,
z
n
to $2,500 per Plan. consistent with Chapter 8 of the 2025 UWMP. In o 0
addition, changes in Hazard Mitigation Plans, Climate o
Optional Task 3B: Additional Action Plans, and/or Communication Plans will be Z co
Coordination (Option B)incorporated in the updated WSCP. Up to one (1)
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additional virtual 1:1 meetings of up to 1 hour will be held o
This task can be utilized to accommodate more to discuss the content change with the PA. z
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agencies that have complicated arrangements, limited p m
staff, and/or competing interests. For budgeting c z
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CAROLLO / PROPOSAL / JULY 2025 17
Docusign Envelope ID:10785AA1-7604-4EEC-B4F4-35A79C9E5C14
C. PROJECT APPROACH AND SCOPE OF WORK
Optional Task 5C: Water Shortage at the meeting where the 2025 UWMP is on the
Contingency Plan Revision (Option C) agenda for adoption. The fee estimate for this task
represents one (1) public hearing.
This task can be utilized by PAs who decide to make
significant updates to their 2020 WSCP to incorporate Optional Task 9: DWR Submittal
changes in water supplies, MET's shortage triggers,
Hazard Mitigation Plans, Climate Action Plans, and/ Carollo will submit the 2025 UWMP data to the DWR
or Communication Plans. As part of this task, the WUE Portal online.
Carollo team will revise the 2020 WSCP and revisit the
6 shortage levels or other requirements as defined Optional Task 10A: 2025 UWMP 5 Hard Copies
in the draft guidebook tables and consistent with
Chapter 8 of the 2025 UWMP. Up to two (2)additional Carollo will print and deliver up to 5 hard copies of the
virtual 1:1 meetings of up to 1 hour will be held to discuss 2025 UWMP with appendices.
the content change with the PA.
Optional Task 10B: 2025 UWMP 10 Hard Copies
Optional Task 6: Adoption Process Support Carollo will print and deliver up to 10 hard copies of the
For PAs who elect this optional task, Carollo will 2025 UWMP with appendices.
coordinate and prepare up to five (5) notifications for
the circulation of the Final Draft UWMP that can be Optional Task 11A: Incorporate
circulated to the public, cities, and county. In addition, Climate Impacts (Option A)
Carollo will prepare the resolution for 2025 UWMP
Adoption.Carollo will review how climate change impacts
were considered in the 2025 UWMP demand
Optional Task 7A: Management/Board/ forecast developed by another consultant and
make recommendations for potentially more/less
Public Hearing Presentation Template conservative demand forecasting adjustments for
Carollo will prepare a PowerPoint presentation template normal, dry, and/or wet years using AWWA's guidebook
that can easily be populated with content from the Incorporating Climate Change Impacts into Demand
Final Draft 2025 UWMP by MWDOC or PA to conduct Forecasting" (AWWA, 2025). It is assumed that this
a 10-minute/10-15 slide presentation to their Executive optional task would be elected by MWDOC and/or
Management, Board of Directors, or General Public. PA(s) at the project kickoff to avoid ripple effects. The
Only one (1)template will be prepared that can by 1:1 meeting included in Task 1 would be used to discuss
used by all agencies with clear placeholders on where and decide on potential modifications of the demand
to change the agency name, logo, and which tables/forecast numbers provided at the start of the project.
charts/content to replace on each slide.
Optional Task 11B: Incorporate
Optional Task 7B: Management/Board/ Climate Impacts (Option B)
Public Hearing Presentation Carollo will incorporate climate change impacts in the
Carollo will utilize the template prepared as part of supply availability consistent with the assumptions
Optional Task 7A to prepare a 10-minute PowerPoint and findings of MWDOC's Water Reliability Study,
presentation that summarizes the 2025 UWMP and that specifically as it pertains to projected imported water x
can be used by MWDOC or PA to present the report availability under single dry and multiple dry year n
to their Executive Management, Board of Directors, or conditions. The 1:1 meeting included in Task 1 would be
z°
General Public.As desired, Carollo will either present used to discuss and decide on potential modifications
230
at, or only attend, one Management/Board/Public of the demand forecast numbers provided at the start o
Hearing meeting as part of Optional Task 08. of the project. z n
6Z
Optional Task 8: Public Hearing Meeting
Mn
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As part of this task, Carollo would attend the 2025 D
UWMP Public Hearing to provide backup and answer m m
any questions at the end of the public hearing process
6-)
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CAROLLO / PROPOSAL / JULY 2025 18
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
D. Project Schedule
Project Schedule 2025 ITaskNameAugustSeptemberOctoberNovemberDecember
Meeting the aggressive project schedule of 1 8 I 15 122 129 5 12 19 26 3 10 m 24 31 7 14 21 28 5 12 19 26 I
11 months is one of the key project challenges. 1 Project Management NIP
Our team has completed many complex 1A Kickoff and PA meetings Kickoff with k'Kickoff with PAs
planning efforts with multi-agency coordination PM Check-in Calls with MWDOC MWDOC A * A
of similar and larger scope/scale successfully
113 Invoicing and Progress Reporting
under tight schedules. With the specialty
1C Quality Control
expertise and availability of our team, we
Project Management Plan
are committed to completing the final 2025
1D Data Management and Organization
2 Data Collection and Information Review
UWMPs by June 12, 2026 such that there
Data from MWDOC/OCWD
ample time for submittal to DWR by the k
Data from PAs
deadline of July 1,2026. 3 Draft and Final Draft UWMP I
The proposed project schedule is based on our
3A Draft UWMP y
MWDOC
project understanding and a contract award by Group 1Agencies
August 1, 2025 as noted in the RFP. The work
Group 2 Agencies
effort to be completed by the Carollo team is Group 3 Agencies
shown in blue bars,while the MWDOC and Group 4 Agencies
participating agencies (PAs) reviews are shown 38 Final Draft UWMP
in orange. All key deliverables are shown with MWDOC
white(draft) and dark blue (final) dots. Group 1ggencies
Group 2 Agencies
The project schedule aligns with the work plan, Group3Agencies
our approach, and meets the timeline listed in Group 4A.encies
the RFP. This schedule is based on the following 4 Final 2025 UWMP
key assumptions: MWDOC
Group 1 Agencies
The project kick-off meeting with MWDOC is Group 2 Agencies
held in the week of August 8, 2025. Group3Agencies
The project kick-off meeting with the PAs is Group 4 Agencies
held in the week of September 5. 5 Optional Tasks
01 In Person Individual Meetings
The virtual bi-weekly PM meetings with 02 Second Virtual 1:1 Meeting
MWDOC will be held starting in the week of 03 Additional Coordination
August 22, 2025 through the week of 04 Incorporating Ripple Effects
June 19, 2026. 05 Water Shortage Contingency Plan Revisions
The one-on-one meetings with the PAs will MWDOC
be completed within a 3-week period,with Group tggencies
1-hour time slots per PA.
Group2Agencies
Group 3 Agencies
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
E . Fee Schedule
Fee Proposal
The Fee Proposal presented herein is based on our • All meetings will take place virtually using MS
current understanding of the anticipated Guidebook Teams or similar platform, except for in-person
Changes presented in the project understanding meetings included in Optional Task 1.
page 10) and the scope of work presented on pages To streamline data gathering and deliverable
15-18. It should be noted that although this is not a production, all PAs will be known at the kickoff
technically challenging project,the combined effort meeting with MWDOC.
is still an extensive undertaking. This project will
The virtual/in-person 1:1 coordination meetings with
involve a lot of coordination with 20+agencies and
each of the PAs do not exceed 1 hour.
3 versions of each UWMP with quality control of all
60+ plans to ensure accuracy and consistency. Our • The virtual 1:1 coordination calls will take place
fee proposal reflects the necessary effort to ensure in designated meeting blocks of 4 hours each.
smooth approval of the 2025 UWMPs by DWR, such MWDOC will coordinate with the PAs to get all
that MWDOC and all Participating Agencies (PAs) virtual and/or in-person meetings scheduled.
maintain full eligibility for state grants and loans. The PAs will deliver all requested data using the
Any significant changes incorporated in the Final data gathering template (in Excel) provided via the
2025 UWMP Guidebook and/or requests to include secure project SharePoint site, setup and hosted
optional tables, could require a change in the level of by Carollo.
effort and budget. We look forward to the opportunity • All deliverables will be delivered electronically.
to negotiate these changes upon notice of selection Comments will be returned as a compiled set of
and release of the Final Guidebook. consolidated comments using track changes on
The table shown below summarizes our estimated word documents and the comment response log
costs to complete the 2025 UWMPs by agency group
spreadsheet template provided by Carollo.
as requested in the RFP. A detailed fee estimate with • The optional tables and/or task items included
a breakdown of labor hours by task, subtask, and in the Scope of Work can be added individually
team member is provided on the next page. by each PA as desired, and/or modified or
supplemented with other optional task ideas as
Our key assumptions that affect our labor estimate desired by MWDOC and the PAs.
for this cost proposal include:
Printing of hard copy UWMPs are estimated to cost
11-month duration. 250 each, including shipping.
22 biweekly project management calls of
hour duration.
FEE SUMMARY PROPOSAL-COST PER CATEGORY OF UWMP
Minimum of More than x o
UWMP Category 15 Agencies 20 Agencies
Z"
MWDOC 74 727 m 2
Group 1-OCWD Groundwater Agencies 41,488 40,433 D W
Group 2-OCWD Groundwater Agencies with Recycled Water 44,637 43,582 m Z
r) D
Group 3-South Orange County Agencies with Recycled Water 47,251 46,196 o Az
Group 4-South Orange County Agencies without Recycled Water 42,369 41,314 z
Group 5 Non OCWD North County Groundwater Basin Agencies 47,251 46,196 m m
m
G1 Zm -i
ZC),-
N Z
CAROLLO / PROPOSAL / JULY 2025 20
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
CAROLLO ENGINEERS CDM SMITH
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1 $
240 1 $165 $3.
Task 1-Project Management 8 40 85 4 0 61 0 2 15 12 8 3 0 11 4
Kickoff with MWDOC 1 1 2 1 5 1 0 1 0 1 4 1 0 1 1 1 i 0 i 0 1 0 1 0 0 1
Kickoff with all PAs 1 2 5 0 0 4 0 1 1 1 0 0 0 0 1
1:1 Meeting with Individual PAs 0 0 2 0
i
0 j 2 ! 0 0 0 1 0 0 1 0 1 0 0 0
Internal Biweekly Meetings 0 11 11 • 0 • 0 11 0 0 0 • 11 8 3 0 i 0 0
Biweekly PM Checkins with MWDOC 0 ! 11 1 11 0 0 0 1 0 1 0 0 j 0 1 0 I 0 1 0 1 0 0
Task 1B-Invoicing and Progress Reporting 6 11 1 11 0 0 0 0 0 11 0 0 0 0 11 0
Task 1C-Quality Control per UWMP 0 j 0 I 0 4 0 I 0 0 I 0 2 0 ; 0 0 0 • 0 2
Task 1D-Data Management and Organization 0 3 1 40 0 0 40 0 0 0 0 0 0 0 0 0
Task 2-Data Collection and Review(per UWMP) 0 I 0 I 4 0 2 I 0 2 I. 0 0 1 2 1 2 1 0 i 0 i 0 0
Task 3-Draft and Final UWMP-MWDOC 0 6 52 0 28 8 • 6 44 4 28 28 16 0 0 4
Develop Pilot Template 0 i 2 I 40 0 16 0 0 32 4 j 4 j 4 ; 4 0 j 0 4
Task 3A-Draft UWMP 0 ; 2 1 8 0 8 4 4 8 0 16 16 8 0 0 0
Task 3B-Final Draft UWMP 0 I 2 4 I 0 j 4 4 I 2 1 4 0 8 I 8 i 4 0 0 0
Task 3-Draft and Final UWMP-Group 1 Agencies 0 4 10 0 6 6 6 12 0 20 12 1 6 0 0 0
Task 3A-Draft UWMP 0 j 2 6 ! 0 1 4 4 I 4 1 8 0 12 I 8 ! 4 1 0 0 0
Task 38-Final Draft UWMP 0 2 4 0 2 2 2 4 0 8 4 2 0 0 0
Task 3-Draft and Final UWMP-Group 2 Agencies l 0 1 4 1 10 i 0 14 6 1 6 ! 12 0 18 1 18 1 6 1 0 I 0 0
Task 3A-Draft UWMP 0 2 6 0 8 4 4 8 0 12 12 4 0 • 0 r 0
Task 3B-Final Draft UWMP 0 2 4 0 6 I 2 I 2 ! 4 0 j 6 j 6 2 0 0 0
Task 3-Draft and Final UWMP-Group 3 Agencies 0 4 10 0 14 1 6 6 12 0 24 • 24 6 .. 0 0 0
Task 3A-Draft UWMP
i!
Oi 2 1 6 0 8 1 4 1 4 1 8 0 16 ' 16 1 4 0 1 0 1 0
Task 3B-Final Draft UWMP 0 2 4 ' 0 6 2 2 i 4 0 8 8 2 0 0 0
Task 3-Draft and Final UWMP-Group 4 Agencies 1 0 1 4 1 10 1 0 10 1 6 1 6 1 12 0 15 i 15 1 6 0 1 0 0
Task 3A-Draft UWMP 0 • 2 • 6 0 6 4 4 8 0 1 10 10 4 0 0 0
Task 3B-Final Draft UWMP 0 2 4 1 0 4 I 2 I 2 4 0 5 5 2 1 0
1
0 0
Task 3-Draft and Final UWMP-Group 5 Agencies 0 4 10 •• 0 14 6 6 12 0 24 24 6 0 ! 0 0
Task 3A Draft UWMP 0 1 2 1 6 I 0 j 8 4 1 4 8 0 I 16 16 4 I 0 1 0 0
Task 38-Final Draft UWMP 0 2 4 0 6 2 2 • 4 0 8 8 2 0 0 0
Task 4-Final 2025 UWMP-MWDOC I 0 I 2 I 4 I 0 I 2 4 I 2 I 8 0 6 4 1 2 1 0 0 0
Task 4-Final 2025 UWMP-Group 1 Agencies 0 2 • 4 0 2 2 2 6 0 i 4 2 2 i 0 0 0
Task 4-Final 2025 UWMP-Group 2 Agencies I 0 j 2 I 4 I 0 • 2 2 I 2 I 6 0 I 4 2 I 2 0 I 0 0
Task 4-Final 2025 UWMP-Group 3 Agencies 0 i 2 4 0 2 2 2 6 0 4 2 2 0 0 0
Tack 4.Final 7117C I IWMP.f rnun d anonrioe A i 7 1 A I A 1 7 1 7 I 7 I F. A I A 1 7 ( 7 I A ( A A
Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
1
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Task 01:In-Person Individual Meetings($/mtg) 0 4 0 0 0 6 0 0 0 . 0 0 • 0 0 0 0
Task 02:Additional Virtual 1:1 Meeting 0 10i 2 i 0 0 ! 2 I 0 0 0 0 0 j 0 ! 0 0 0
Task 03A:Additional Coordination(Option A) 0 1 2 2 1 0 1 1 0 0 0 1 1 1 0 • 0 • 0 0
Task 03B:Additional Coordination(Option B) 0 I 4 i 4 I 0 2 I 2 i 2 1 1 0 ` 1 1 1 1 i 0 1 0 0
Task 04A:Incorporating Ripple Effects(Option A) 0 2 2 1 0 1 1 0 1 0 1 1 0 0 0 0
Task 048:Incorporating Ripple Effects(Option B) 0 I 4 1 4 ( 0 2 I 2 2 ! 4 0 I 1 1 I 1 0 0 0
Task 05A:WSCP Revision(Option A) 0 1 1 0 0 1 0 0 8 0 0 0 0 2 0 1
Task 056:WSCP Revision(Option B) 0 , 1 I 1 I 0 0 I 0 0 I 8 0 0 1 0 0 1 4 ! 0 2
Task 05C:WSCP Revision(Option C) 0 2 1 4 2 0 0 0 8 2 0 0 0 • 12 0 4
Task 06:Adoption Process Support 1 0 I 2 4 ! 0 ( 0 I 4 0 I 0 0 I 0 0 0 1 0 1 0 0
Task 07A:Public Hearing Presentation Template 0 • 2 1 2 0 0 1 2 0 1 0 1 0 0 0 0 0 0
Task 07B:Management/Board/Public Hearing
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0 0 I 2 0 0 2 0 1 0 1 0 0 ! 0 0 0
Task 08:Public Hearing Meetings($/mtg) 0 4 0 0 0 0 0 0 0 0 0 0 0 0 0
Task 09:DWR Submittal j 0 I 1 I 1 I 0 I 0 4 0 0 0 0 I 0 0 1 0 0 0
Task 010A:2025 UWMP 5 Hard Copies 1 0 2 1 0 1 0 0 2 0 1 0 0 0 0 0 0 0
Task 0106:2025 UWMP 10 Hard Copies 0 1 2 0 0 1 0 2 0 1 0 0 0 0 1 0 1 0 0
Task 011A:Incorporate Climate Impacts(Option A) 0 2 2 1 4 4 0 0 0 0 1 0 0 0 0 0 0
Task 011B:Incorporate Climate Impacts(Option B) ! 0 1 2 I 4 I 0 I 0 0 0 I 0 2 I 16 I 4 I 0 0 1 0 0
1
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Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
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Docusign Envelope ID: 10785AA1-7604-4EEC-B4F4-35A79C9E5C14
Cost Sharing Agreement for 2025 UWMP
EXHIBIT B
Cost Summary for Development of Urban Water Management Plans for 2025
18
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