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Municipal Water District of Orange County - MWDOC - and Carollo Engineers, Inc. - 2025-08-04
AGREEMENT FOR SHARING.CONSULTANT COSTS FOR 2025 URBAN WATER MANAGEMENT PLANS This AGREEMENT is made and entered into as of,. October 15, 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 . . 2T) .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: 1 Cost Sharing Agreement for 2025 UWMP 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 th'e Parties hereto, it is agreed: 1. Enaagement 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. 2 Cost Sharing Agreement for 2025 UWMP 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 3 Cost Sharing Agreement for'2025 UWMP 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 shalt 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 andthe 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. 4 Cost Sharing Agreement for 2025 UWMP 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 5 Cost Sharing Agreement for 2025 UWMP 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 . 1.965 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 • Cost Sharing Agreement for.2025 UWMP 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. 7 Docusign Envelope ID:3D30F7B7-DFAC-4D73-93C1-254D131A51BE Cost Sharing Agreement for 2025 UWMP 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: ^ - /S-2•x5 County 6 By: ,� Q Tz Harvey De La orre, General Manager Municipal Water District of Orange County Approved as to Form: Date: IC� -' �� -'ZOZS By: (. `f General Counsel 2. City of Buena Park Date: By: Aaron France, City Manager City of Buena Park Approved as to Form: 8 Cost Sharing Agreement for2025 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 9 Cost Sharing Agreement for 2025 UWMP 5. City of Orange Date: By: Jarad Hildenbrand, City Manager City of Orange Approved as to.Form: Date: 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 10 Cost Sharing Agreement for 2025 UWMP 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 11 Cost Sharing Agreement for 2025 UWMP 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: i By: . Attorney for the City 12. City of Newport Beach Date:. . . . By: . . Grace Leung, City Manager City of Newport Beach . . 12 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: /o/i 3/ Z .S California By: Pat Burns, Mayor City of Huntington Beach Date: /01 /3/2P2' 6 By`%6X.4-(/ £ K' Lisa Lane Barnes, City Clerk Approved as to Form: Date: °I By: 1t s J Michael Vigliotta, City Attorney 14. Mesa Water District Date: By: Paul Shoenberger, General Manager Mesa Water District Approved as to Form: 13 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. Miitchell, City Attorney 16. Santa Margarita Water District Date: By: Robert Grantham, General Manager: i Santa Margarita Water District Approved as to Form: Date: By: District Counsel 14 Cost Sharing Agreement for 2025 UWMP 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 15 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 16 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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."1 DISTRICT and CONSULTANT are also referred to collectively herein as the "PARTIES" and individually as "PARTY". The PARTIES agree as follows: . 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. 55401.00000\43859268.1 DRAFT 06/06/25 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 ever 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 55401.00000143859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 continueto 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 3 55401.00000\43859268.1 • Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 • 55401.00000\43 859268.I ' Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 theCONSULTANT'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. 5 55461.00000\43859268.1 ' Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA26431316B 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." 6 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B168 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 arid 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 Jar 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, 7 55401.00000\43859268.1 . Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 AGREEMENTand 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. t 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 8 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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. 9 55401.00000\438592681 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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: oocuSlgned by: :lid by: [I, VG (,� 'iwr,U8OESC2 O3B412... 4SJ63�G4�o... 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 17:52 AM PDT Date 8/7/2025 I 5:22 AM PDT Signed by: . . Irk jay, pLP) Pt 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 13:30 PM PDT Internal Use Only: Program No. . Line Item: Funding Year:' ' ' ' Contract Amt.: Purchase Order# • 10 5 5401.00000143 859268.I Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 11 55401.00000\43 859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 complywith 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. §7104 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 12 554 01.00000\43 859268.I Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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. Agiftt 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 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 13 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B • 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 persons 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 I ! 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 55401.00000\43859268.I Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA26431316B 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:7100A28F-1289-406F-AFC1-89EA2643B16B 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 25'h day of the month for the previous month's activities. Invoices received by the 2521 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. ' 16 554 01.00000\43 859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B Exhibit Scope of W C. Project Approach and Scope of Work Project Understanding We understand that the goal of this project is to prepare the 2025 UWMPO for Based on these draft tables released by DWR.we believe that the top three changes are: MWDOC and the Par tiopattng Agencies.Based on discussions with MWDOC Potential triggers that would warrant a Stoll.ace anticipate that this project will likely invow.•s•cu^d twenty and viduel 1. Chapter t.The Water Supply Shortage Levels are now stendnrdraed to 6 levels and do WMPs that all must be completed and submitted to the Califarnie DWR by the not require details on response actions anymore.The currently adopted versions of the WSCP update include: 1J submittal deadline of July 1,2026. WSCPs are now considered acceptable.However,if MWDOC or any of the PM wants to d Changes In water supplies.Fat example,water make any changes,then on undone and receridicalion process will be Needed(refer to Chan e.car nuy hers may nerd to water The 2025 UWMP must meet all the requirements of the Final 2025 UWMP potential hggers or righ0 for agencies that had stopped using groundwater Guidebook.which will be published by DWR no later than July I,2025 Although in endcipaeon of the PFAS regulation,but have the linol guidebook is not nvarl•1Wu yet.OUf tenth"its a good undelstentling Cl 2 Chapter 4:The projection of Passive Water Conservation Savings is a new optional table that could require some extensive analysis Id estunate water savings ham alreadyadopted brought(heir grounshvaler wells back online since the the upcoming changesIncnitthrough our involvement in the allow 5 development q g publication of the 2020 UWMP process and access to he interim tables released for review As shaven on the and/0!anticipated changes to plumbing codes and regulations �,/ graphic below,there are several lee changes that either increase(shown!n V Changes In Metropolitan Water Disurcl of Southern y c ge 3. Chapter 4:Piogtess towards the 2028 Water Loss Perrot menet Standard is a new table California's(MST's)shortage triggers, ui,te of decrease(shown fit groan)lee level of eBOn Iq me 2025 UWMPe to report on whether a retail agency lids met the new distribution cyclem Inns performance / compared to the 2020 UWMP cycle standard enacted by the California Slate Water Resources Control Board. {/ Updates to an agency's Hseerd Mitigation Plan or Climate Action Plans to ensure consistency and avoid conflict'n drought and ether system vulrr:'rabibly TOP 10 Changes anticipated in the 2025 UWMP Guidebook (response actions Based on a detailed sidebynide co0ipariscn.we have identified 30 changes between Use 2020 arid20.5 tA'IMP tables O Updates to an agency's Communication Protocols 11u:O1:1l.IP!able of Consents belt.calls out the top 10 changees drat ether increase of decrease ire anirtipalcd Wet of effort. following the drought in 2021122 and recent Moines N....ar,4.N.vn.n..w. CHAPTER 4 OZ. `,,.1y Teble4't:Wholesale:Taal Uses for Potable andnOn Potable Water Table of Contents CHAPTER 6 Actual and lable42 Wholesale:Uses for Potable and han Potable water Piuie[tod are nownptranai. ffO Mkt 6.1:wMINate:GMocndemei Weenie Pumped has now been made mandatory Table 4.4 Retail:Passive Water Savngs Protection is a new optional table wtaosrrerrot.ado in du(umenr ptotetted sealer caengs lion adopted Codes over Me net 25 OWNP ossewiW.__. _...__.. _... .._w yews,or lie"yrw mr ri. iii CHAIM a.vWeP eecN,auwn r, CHAPTER? &Via UM.44•last fee Yews el Seater Loss Ain/Orb:poling.optional for i .,,,r Table7•l:Basinulolater Year G.alaltelubaay Assessment)rsno.o optional torbaiReead cwe,ea r.anrFraouur.iioN r Wholesale and rnandaloty tar Road in 2020 have been le»laaetl drW WnWCsdiC awlaea:wualn.01.A.cse.a.rron Table 4.6:wail Loss Aumhnq teplronal for Wholesale ma mandatory Pon Table 7.2:Normal Year Supply and Use Conipmison.Table 7.3:Sieree ply Year Supply Wall Cs:canslew.. 'r n Table-4:Fee Censer eine Or Ycros Supplyand Demme is added bu document byWhethelthe a MAW oloss aatllled toeach Slit Inc raaaueoanuxee. ___ Al and lee7.5 Eon near Dr7 Cn rnine past 5years for each pubic water system Served by the agency was submitted OVA Cn,,l:a«i and Teble7.6:Eno Year Drought Risk Assossmrnliw both oalc and Wholesale have no cwlnu:Morn sinew esueeennwrwr.__..__a-t-. anLartatl seclroir to own*MCP supply augmenWuun Greek,WSCP wale,a se redid Ws servings A table4.6 Retail:Progress Towards 2028 Wale!loss Pedalmance Prla T,wain rind noatd surou,aiitl.dl aunt the Heal 20ys'arr IIIhveyww antis nulls11 ' Steeled)c a new table toreyail an whether a metal agency has met the eeo OPPUGN,aax.ssessanrT____. __T, j iv.a ihsincatnn system ions pet Romance standard enacted by lie Callan.Stale Water pNaPTlli a:Wale alloalAaf Y-' Resources Control Board. e«nxinsuer nuumvs _.. ..._. �e4 CHAPTERS GN..VPPw O.x.a0Ooaw.o.Nao,oe.ewos ..._...e4 1011. �1$i-3'ja,i) Table It,Cro et- .e kN Sia.,dmd w SrrpFn Sh«rape levels soon a mrM.lred 51 '" table W4anefeatly lot de tiding the shoilago responseacimns and new colnms to tit n CHAPTER5 noew rcTT a oat _ __.00r it.,sutlil iris oven stun age krhiilheW drItir from the standard shortage hsaW aid iarrei0ondng ^E C'la,if i, Teblaa-/:Nam lire and l hill h.;. yrrint 511%1-I Vwiil Men In,l asrla Ncss ,ur peicMtl snotlage ranges. and 2020 Table 512020C pW horn SR x772020C«ryllance J 2 Form born 2020 nave been removed and a nee table 51 Rebut Se x77 2020 Target T�i Progress table is included to reran the progress in ereet�ng the urban walcr ow tango 41LCamJIo' t'S Iron 202D w; G.aOUO i PPowf.e i MN dos! 10 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B168 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 UWMPs 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 PEP,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 our spreadsheet information to new table formats and preparation and reviews of the deliverables.To meet 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 atiperrli .,a., „ z. Arcadis in the preparation of 22 UWMPs during the 411 2020 UWMP cycle, yf.:.'. Lastly,we also understand that the key objective of trir most of your participating member agencies is to "check the box" and get this regulatory requirement 4, ill completed and be eligible for state funding programs. It is our job as the consulting team to deliver these '' w 2025 UWMPs with minimal effort from your member — agencies,while getting all the tables and information accurately updated that meet the 2025 UWMP N_- 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: Efficient and On-Time Project Delivery § z 0 Diver z� © Streamlined Data Management and Organization b oc 0 Sound Quality Control that Promotes Smooth DWR Approval i Z Each of these approach elements are described in more detail on the following three pages. o' zA m m m m Z ,4 Z p ns nz CAROLLO / PROPOSAL / JULY 2025 11f C.FRO,CCT Anpeeetell AND SCl/'C t,,1':,,,,+ 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 hke in 2020,or another Upon completion of the pilot phase.the delivery process will be Shrvani Showy.),who worked On the successful delivery of your 2020 UWMPs,we agency may be selected by MWDOC as desired,To take full advantage of the c riot o its nu cdrd better bang replicated 10'the 2025 UWMPS or prepared 1're flowchart shown below to wavily disckny the sips vie envision for th:: piloting phase.it wilt be important to rise an agency that uses both groundwater and MWDOC and all PAs simultaneously The three key takeaways of our elkienl prepaipt on of likely moue than 20 2025 UWMPS. Imported water such that the common narrative updates for these water supplies ,ftrurnt pioiect delivery piocess shown in thr flowchart below an, can be used for all UWMPS that need to describe these same water supply sources. t Platad UWMP Tbl Retire vie meet with an of The 2025 UWMP developm0nt process will first be piloted with one PA Aldro.,gn For example,the impact of new PFAS regulations and changes in water reuse with npopu aes: y the pilot approach takes time lea light schedule,we have accounted for this in our the Groundwater Replenishment System Phase 3 expansion in 2023 will need to be the member agencies,we will combine the Information from overall schedule(see page 113)We advise taking this more cautious eppr0ach.so incorporated consistenby for all respective member agencies. the 2020 UWMPS.vrater supply and demand intonation from we can repeat and accelerate the project delivery process for the remaining UWMPs MWDOC and online sources This will allow us to make tailored w e^conlitlencr:In t^,>ern/wu Plan the Work so vie can then Work the Plan. data requests for each Particrpatmg Agency,reducing their data gathering time and eltorl as much as possible.The tables will be reviewed in the 11 meetings end updated Information wilt MWDOC,OCWD A Prepopulaled 2025 UWMP Virtual Meetings with Refine Common be directly linked to tables in the 2025 UWMP documents(see 2020 UWMPS PM Dale DWR Tables(v20x) Template(tx) Pilot Agency Text by PA Group' sidebar on page 14). t haft _ 2. Dedicated Chapter Leads:As sown n the flew earl se:hove i v I O — dedicated chapter leads(dedicated UWMP leads)assigned .,. I 1 I _ .®® O Q who will work in assembly line style to produce their respective '• ^ - __ ,,,kkl��{,,, �„ �j ale combined because of ptms for Ilse 20.1sh the hauled CO tMPs.0My ent and preparation ' -"— rt tit.: '—t timeline Through repetdron this enhances efficiency and ' promotes consistency for all common narrative content I 3. Early DWR Checklist Review:Each of our three technical advisors has a clear iesponsrbrhty(UWMP,WSCP.and DWR reviews).We rill conduct the DWR Checklist review/prior to Cnapler clripler leatls the Draft UWMP delivery to verify completeness.This avoids + 2025 UWMP Virtual 1:1 Internal Draft 1.kruoducuan Mapa late surprises,the need for additional meetings,end potential '1 Templates(.20%) Meetings(=20x) 2025 UWMPS 2 lwthfP Preyvralten Maya Urn delays. 'At. I ,,: 3 Sysiem oesurpur. Becky Gees Out UWMP delivery process with a plot phase and dedicated [ rev 4.Warn use Caaratrerrwiee lamb Sonia. chapter leads is a prdven process that will result in on limo protect AA5.Canseveta,remelt Tess%0utMmre, delivery � Y• f„ ♦ . R A e . a,Wele Sapp,Ctr,atler sir alrona Bran epard ' *e Qil%t 7,Water knee MLad1Jy and tempi Msk Assessments Anew W Wed, •,.,s.. d a•whim ShalaSe Cuntamenry Piannme ell fnrunder • .. 9.0emand A4awmen,Meaures MMI Rafe. to.Phn Adretm Moo lair 10 Corolla Review With Pratt 2025 MWDOC 6 Final Drill Notifications Final Adoption Qy DWR Checklist UWMP PA Reviews 2025 UWMPS Public Review 2025 UWMPS DWR Submittals RS I i, , M' 6 / k Q a .�IS „, du paean drone 'l plot Phase and 2 At �� ��� ` dedicated chapter leads a MlM mhmz expert Y'*� ri, v' PPaa Memel 7aa IMAM.le Dy/e sEeadlme '^ i s �: 'RA'NrhapolodAgency. 'RAM to 5cnrdeht'pig t8)tar rd"r•a6cai,onot Groups ,; uaouo i raorosxs i MN aoas 12 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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. a araarala DUploads 1EL Data Uploads PA DER Documents ,. Apenciea '. d,1 i::: raw Final Documents ,w. .. OWN Guidance ....o ..,...«.,r e< t .r ° , , Sheted ( c) i Pi1i rif Public Reports GI B t Y , ' Carollo will host and manage all the data and documents in w.., ,fii, a `', 1flA7 ,, an organized manner,such that MWDOC and the participating Y 4 \ ' ,1r » agencies only have to focus on providing raw data and conducting F ,*@; / m reviews.It is our job to make it easy for you. d P. 3 maw gnaw 8 1: -Ti I. 3. Consistent Folder Structures:We will work with „..4 w °3 N MWDOC's project manager at the start of the project to review and refine our draft proposed Z n folder structure that will be used for all UWMPs. `' n; This makes it easy for all team members to quickly il The Carollo team is familiar with nearly all Z A players in MWDOC's service area having find the right files for any member agency,which collectively delivered more than 200 projects `g 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 a m relationships in the 2025 UWMP updates. z-I wiz CAROLLO / PROPOSAL / JULY 2025 13 . ,,, n. -:,.... ,1! i,tl i02',Ui5'Np4P101)tV:3`Vt .=rN',725K - ,t-my, .,:-t,; ' Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B C.PROJECT APPROACH AND SCOPE OF WORK 0 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: 'I. 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 Consistency respective supply mix complexity.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 A.., 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 ma Dan 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 review ' of narrative, numbers, and calculations of all m Draft and Final Draft,and Final WSCPs. X �; uWMFcnapters $ Jessica Fritsche:Conduct comprehensive r.l nke�dab/es 5, and Tables oz " ilk o review of the Final Draft and Final UWMPs common Text w 0 c and WSCPs from the DWR perspective,using t g the DWR checklist. oC�¢x m z ra Ge...0` -- n a o-4 Cm Z F3 D Z m m m Automatic updates via linked tables and common text n z improves efficiency,accuracy,and consistency. z A VI Z CAROLLO / PROPOSAL / JULY 2025 14 v A.n-:... A ,,,),.P ,. i.[{%: ,.,',1wriOCQ02',UW::,k1P„m0`;r\P,,,,ed0`1?+',.:-nr,)1e,1'T u,'. .., Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B C.PROJECT APPROACH ANI) `.COPE OF WORK Scope of Work Task 1: Project Management the entire project team and include quality review This task includes effort to communicate and assignments by person,deliverable, and review 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 scoped 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. m As a minimum,quality management milestones are: Task 2: Data Collection and $ • Work Plan.A work plan will be developed to Information Review Z establish the work sequence effort,when work Carollo will make use of the 2020 UWMPs,where o N needs to occur within the project schedule, meeting possible.Carollo will access the 2020 UWMPs and o c 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 deliverables. (WUE)Data Portal website. Carollo will also request the i m • Project Management Plan(PMP).The PMP will following documents from MWDOC for review: include lines of communication,schedule,scope, D g • Metropolitan's 2025 UWMP draft. m budget,staffing plan,and special requirements. The project management plan will be distributed to • 2025 Orange County Water Agencies Demand mz Forecast by agency. n nZ CAROLLO / PROPOSAL / JULY 2025 115 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B C,PROJEC 1 APPROACH AND SCOPE Or 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 is 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. Task 3B— Final Draft UWMP Key Assumptions • • 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. v 2020 UWMP report files in MS Word. • Carollo will submit two versions of the Final Draft • 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 v 2020 WSCP tables in MS Excel(if optional accepted). updates are requested). • Carollo will create a consolidated PDF document ✓ 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 NIP. • 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 3 • Final Draft 2025 UWMPs. Task 3: Draft and Final Draft 2025 UWMP s Carollo will write and format all sections of the 2025 Task 4: Final 2025 UWMP z 0 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, F Guidebook once released.This includes preparation of and as approved and instructed by the respective PA. m 2 the reports that will allow easy uploading to DWR in the Carollo then will prepare the Final 2025 UWMP for on m required electronic format. MWDOC and all PAs with the inclusion of Adoption Z Notices.A consolidated PDF of the Final UWMP will all 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 T z the Guidebook requirements and Carollo was provided complete submittal to DWR. z with the necessary information to meet the Guidebook z CAROLLO / PROPOSAL /JULY 2025 16 HlMat kelingVPwsUdslGr,r,'O( t'+.3)MWFOC.)O''.i1WMAVAPr.pp57`P'v.sed01.),W.-Pro7er Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B C.PROJFC;T 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 competing interests. For budgeting purposes,this effort make moderate updates to their 2020 WSCP by o is limited to approximately 10 extra labor hours and up modifying the shortage levels and associated actions, to$2,500 per Plan. consistent with Chapter 8 of the 2025 UWMP. In o addition, changes in Hazard Mitigation Plans,Climate o Optional Task 3B: Additional Action Plans, and/or Communication Plans will be D Coordination (Option B) ri incorporated in the updated WSCP. Up to one(1) m z 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 3 extensive additional coordination effort required for z agencies that have complicated arrangements, limited m m staff,and/or competing interests. For budgeting m m-� Z Q5 Um Z CAROLLO / PROPOSAL/JULY 2025 17 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643816B 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 D 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 o n General Public.As desired,Carollo will either present used to discuss and decide on potential modifications o at, or only attend,one Management/Board/Public of the demand forecast numbers provided at the start o c Hearing meeting as part of Optional Task 08. of the project. m z +o Z m Optional Task 8: Public Hearing Meeting z m As part of this task, Carollo would attend the 2025 Z UWMP Public Hearing to provide backup and answer m m any questions at the end of the public hearing process n m m-I Z� Z CAROLLO / PROPOSAL / JULY 2025 18 D. Project Schedule Project Schedule ha,.,, p a,a �.m I ,, w • w Meeting the aggressive project schetlule of "•®®® 0® :::=:`m: '® 0®00m®0•MCI I. 11 months,s Drat a the try protect ennllcnoes. 1 Pu.{e.l Menagemem ? e 1111 Our team has completed many complex w kx.,,l a.PA eong, kn/ea wttn 1.•Lion PA planning eltal5 with ntulll agency COO,dm'1b0r1 PM Ched n coat All MVf00C MWDOC _ i kq of similar and larger scope/scale successfully la Im.1 •ud Papg en emeikag soli sI I '^, G.G 0 . IC.o-1 0' under light schedules.With the specially Ic 0 tot coma :r1 "s+ sn..a�a .- • sr ¢ .AAA w ,, , expertise and availabalny of our learn,W2 P,o1en Management Mar y-4 v I I I .+ � I 1 are committed to completing the final 10 Dila Mana•mem our-0p I n "i$.,. :+'.'..'1'x' " a'„<- W.%"09 },$t' . v. "3'4 . .TB.... . 7 unaeaanion and lnto,malinn Rev evr I ' I I I 1 I I 1 1 1 I 1 lit till 1 ill II UWMPs by June 12,2026 such that then Data a cm M.Ya000CWo • . ki ,�. I WARD ample time for submittal,2026.to OM by the On. I I I U l II U Em1 t.;a (..4,u„ I• deadline of July 1,2026. I i a,t a vnocP.. 34 0i do IA I it 1h IA' , i Cr j I I I 1 •f•t The proposed protect schedule is based On our { i! 1M manna .,yams... MeV(poled understanding and a contract award by lira(r.tgeA.rs tI Y 4 1 3 ; I "s August 12025 as noted In the RFP The work c,ay7pea.aL tjS .iii7 t` 'i c c ..+vwou +Nail to Sc completed by the(Aiello twin is Gmy3 Aye WO ) . ..) t i _�;y I {J shown m blue bars,while the MWO0C and &ow44*mes - '''Y- '.. 7�,� �i� • pa ,. uevnopc.avu �� participating agencies)PAsI reviews are shown 3a Fed aaa IOVMP in orange.All key deliverables are shorn with ifM00C I{ t0 _ID a Whit,,(droll)and dark bloc(heel)[ION G,ap rng r nrws ! I 3.•, ,♦• GraplArnNs 1 4 i R The project schedule aligns with the Work plan Grail J a;one»t i `--�. i . Om approaCh,and meets the timeline listed in G,n ., exit a the RFP This schedule Is based on the following 1117 I 1 1 I I • ••••• 5� key assumptions. AaSW ' 1 gt 'at I nrm 5olh++l ea I torup l Avpx,, I , 1 it • The project alck-0.notching win MWDOC s Grop2Ag.nm, + 1-•+1• dd PFi00 held In the week of August 8.2025. Grasp 3Agerx.«1 I i �a, I s� • The project pick-o'meeting r ih me PAs is Grw aA arr,es held In the week of September 5 s crAted rats rE JI l_' ( ! iiil ( . I ) ~I l • The virtual br-weekl PM meetings Of a.peaton Md.iaue Meetings �..1. „1 �:_- Y g 02 5eooed Vaw111 Meeting . MWDOC will be held starling an the week of 03 assesnaaeeadeauon 1 August 22,1025 through Ike week of 0e l•rorpaamgR Pale enerb 11111. lit unit June 19,2026. os Water Shcelage Conamyency Nan RevM•ns • The one-on-one meetings with the PAs will AK4Oot • • I rr �// rr be completed Ydlltloa3-Week period.with G'arp IA1•nr.et sit.: t` IIIIIiesisi 1I■� DM S,Mno 7 how time slots per PA. Grove lRennet ] ` p • e a Grap.3aemnei .4';jf► t--S-/AA�11�111j41-jtt1II i • MWDOC and PA sill will new all Group aAgea s a . i deliverables within 2 weeks. 06 ensplan Nu Spoon ^_ -t _=d s• All mo3ect meetings is e be scheduled al the 07 Prep r tub H eire Nesenteuers o Y star Of the paged and take placevn-pers a ww NearingM avga II ""'1"11 �111111�� fF09 0'NR Subranes .-• .1t41usury M5 Teams(or snmlar),unless an-person Imeetings are requested by MWDOC lino PAs Ot0 20g5 NYMP H a Copes as part of the optional tasks. OR mLorpa Claim impala a.•y.,,•wl ,• n.ta Ila••J a+.-rat•.•,IAa•A/e.a nk G r.•pla.•r. s na aeier,41,4•1•41.. w7 arn 14.4,6 l sH ar ail. t A.M.AlS y3(HAe ia. air nR Kkd NovC•,.n•ar-4,4,4ra 4 41 nyap r... en.a a 4 4..14 aLap r m.U,a 4...•,a.a td Docusign Envelope ID;7100A28F-1289-406F-AFC1-89EA2643816B 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 Yz hour duration. FEE SUMMARY PROPOSAL-COST PER CATEGORY OF UWMP Minimum of More than v o DO UWMP Category 15 Agencies 20 Agencies z Group 1-OCWD Groundwater Agencies $41,488 $40,433 0 m Group 2-OCWD Groundwater Agencies with Recycled Water $44,637 $43,582 m Z Group 3-South Orange County Agencies with Recycled Water $47,251 $46,196 z A Group 4-South Orange County Agencies without Recycled Water $42,369 $41,314 § Group 5-Non-OCWD North County Groundwater Basin Agencies $47,251 $46,196 m m m 41 Z m Z Vm Z CAROLLO/ PROPOSAL /JULY 2025 20 0ocas cA1ro11oeICU::N5 4 ter., '.. ;CvbiS )I ',..,,e'... ,.. ,? •1 `1 WCRiSAk.'dGtii,- omle uu•Icr cniu rt,lcrs nII p}9� q{ p R J}� 2f,{ }x, _ Iy, px g$ 7T�a7 If i s 61 ii 3 IA a li 31i 31 11 i. 3i a... L 1 I I 24400142.20401 1750 3350 3225 3 85 $75 3175 3200 3150 8140 SIBS 3150 f 40 3165 5340 3165 $165 5 35 5% 11500 1.243 1.?moo Man49emen1 6 40 85 61 0 2 15 13 11 4 11 1 5046 57,000 $ 63.944 519•1201 NWWWIw0 k60000 I 2 5 4 0 I 0 0 I 0 514 $195 5 5229 679.51 NrklG4r.0RAlt I 2 5 4 0 I 1 0 I 0 12 J95 1- 5237 $4.4/ I IMe44np Nk Intha 40145 0 2 2 0 0 0 0 0 J0 560 J- J60 5460 MAvnol BiwNkIr FlNirys 11 0 II 0 0 11 0 11 57N JHS S I813 I11111 04045$yluCMt400 040510170C Il II 0 0 0 0 0 0 30 1330 S 2310 66,55 Task 11.1880.4ay and Dagen b .M po1 11 II 0 0 II 0 11 0 1 5484 $470 6 $904 419 009 Usk IC-08414y Ca000100W1411 0 0 0 0 2 0 0 $64 $60 1 $118 50.681 7440-Dat Nrr�eamt 886p 481ta0on 3 40 40 0 0 0 _ 0 S0 $1745 $- 61244 $1/.295 lack].D.IC404Mw and Des0.v UWMP �0 © ) 0__ Sf,� __� �� 540 M9 ®E� $2.3a3 Tan).d110441i4al UWMP.M7I000 6 29 6 $ 2 6 41047 S23N S- $7.701 238 553.447 OMWMp P4a1T4m014N 2 16 0 0 5167 51350 5. 51,117 10 $75,057 741k2A•544081MP 2 1 4 1 I 4 6536 1S10 I- $1026 14 511.546 Task 35•falald4AUWMP 1 4 1 2 $265 5300 5 5556 44 59.145 tan 3.d40 And foal 014141-5.08y14pta40 4 6 4 1 1 6 5576 4440 S $1,15 96 $20,735 Task 7A•d41M A1Y ) 4 4 1 4 $NS 11117 S $763 67 61.1.905 ,434• 4104009MP 2 2 2 74 5 2 $111 4240 5' 5411 34 17.437 fact 3.0/04nd F4WUWM1•day 30524442 4 146 1 1 ` 6 $524 6510 S St 41 104 423,084 140 34•loll UW55 1 1 a 1 1 4 4395 1410 5- 4875 10 615.315 141431-19144doh60*44 2 c 2 7 $189 $30D S $409 II 28.569 halt 3-d4A 4401 final 11801P•Group 3A944044 4 14 4 ] 4 6 510A 5740 i 51.406 130 518.446 Auk 34•Met 44I44 2 1 4 16 4 4494 S480 $ 5954 14 617,051 Task MI feral WV WIMP 2 6 2 1 2 $221 4200 S. 1631 47 S9.441 1442 3.d4%and iaalUWMO•d0up 4 AO0Mk4 4 10 6 i 15 1 6 5521 S7TO S. 31,741 96 S71.416 Iasi 34•dal N0124 J 6 4 10 1 4 $353 4450 S. 1101 44 113,943 1414211•4541 Dolt UMW 7 4 1 5 2 5144 $770 5- 6438 34 $7,653 Task 7.der%4M 9tWU5MP•day 6 Apentkf 4 1d 4 24 1 6 3708 5780 1- $1446 120 576,459 74fk 34•04A401M I 7 I 4 16 4 6478 1480 1' 6950 71 617.058 Task MM•Fd4AMWP 7 6 7 0 7 $731 5300 5- $531 42 19.441 74464•5140120141/1814,-121411OC 0 1 0 0 l 9 0 4 3 7 0 5140 4310 5- 5478 16 67,719 Fmk 4.51041 7025 OW014•$5*04146M1441 0 2 0 3 2 6 0 4 1 2 0 5416 5270 S. 5376 18 56.106 last 4.4.1441 2015 WON.Group 14p404i41 0 4 0 2 2 0 0 4 1 4 2 d $106 5270 5 $346 29 56.196 Yost 4.final 2026YXMP.Group 34g44455 0 2 0 2 2 6 0 4 1 2 0 $100 $120 5 4176 26 56,196 gE last 4.Final 20751MMf•0a04404WOh4 0 2 0 3 2 6 0 4 7 2 3 0 $04 6120 $- $226 29 $6,106 '' 5441.4.46512025104440 5 4 0 2 0 1 6 0 4 2 2 0 4476 5270 4' 5578 21 46096 Vp' 1 '0001444xk Mow MIvv 4oa A4fe,(004a0n rr4C4 73..4a n f•Ae•0^IFECf1 11 ll CS it Ms son 21S EL u066W 11600a00dt maim i11 i IS to3d4+w l,.3 wWIJiaattw]k'a luau J1u3,Wd IR,..g0l tat o051 t+..1.41000. woo; K Ii9S StS 06$ 9105 0 6 5t C 0 0 la0I'00015111d01060aga;r0d1010,1110',tot SSE IS CI 5614 514 0112 0S 0 0 0 0 0 0 (1a60.60111190666,96630A0dta00t nt0 n61 16400 0 6H at(WW1 S20C 00104r1 505(1 I 5(906S'IS 006'ES 53S 04 0 0 0 0 t l sab>)0t6H 50W00stet veto 1161 525'24 S SiC'li 05215 Sly OS 0 0 0 0 { 2 59Et5 9 06$ 0S 06S 0S 0 0 0 1 0 0 Y 6n*W65 6M0.60 WI 01011 9 0915 001S 094 00 0 0 0 0 0 0 (00WS1100'3aa06uar9H,Ant e01161 3/EIS l i6S 0S Sit (It 0 0 I 0 0 0 0 0 0 I 0 I 0 C 0 0 L 0 0 0alrt0natd O�MtraH>3]0d'0•e090wwa06uW.e(0 n61 MIS l SINS 01 SOIS 0S 0 0 0 0 0 0 I 0 L n64w91.09.9196160in.10.10d WO nrl 0260S 01 004 04 051t 09 0 0 0 0 0 0 0 9 .061.551as1.d 014001:901.1 (65'51t It MIS 0S MIS EK$ t 02 0 0 I 0 0 0 0 Y 2000001..6.60 d)SM MO WI 001'1$ 96 5069 01 OSIS 5600 I 91 0 0 0 0 0 0 100010010011610110551 e501161 59675 Si 0625 01 0515 061$ I 0 0 0 0 0 0 Id 009d0100(Ma0 d KM VS0 WI 90660 E2 SEES 61S OM ESS I I I C le"0100160903 60000HI,Iod0w1 e10 6961 005'1S 01 5Mt 40 5011 EES 0 I 0 L L I Ir001d030ua113 apd'O Wtr.0d 0H1010 I'll 000'5$ 0E 0621 CIS sill ES% l I I I I C 1e 000010111c001001r00090V090 son 005'2S 6 562S MS 06S EIS 0 t 0 t I I 3Y00a003000.1.04001r00.09001(0 DM 09IS 00 09$ OS 011 OS 0 0 0 0 0 0 E411,a1W I PAPA Ieu611o01'.00 ton oo0,r1f a oOMoat osl$ o$ o 0 0 0 0 0 le+atsl lamwan lrra.,pw wladw to nn 966rt ta0e9d0 a I € l i F tl .1 If I yf 11 I F T,2 ep i _fl II ills i egg_ �I H U111 t 1 II �8 8� r i' t i I 10'i i, ^. �g 3k l'a 3 r4 i it l R 3 i 4 510401 0100010191003H9D IN4,10",WU Y!1t905i)t"00660 - `1+311790.1) S+110098 0110900 naaungn Envelope ID 71OOA36F-,161-406F-AFC1d9E6201S0166 Exhibit B-2 Cost Summary For Development of 2026 Urban Waler Management Plans Optional Talks sag Centingeney Henn {L a s s € p $1 ;o ? S E E ST _ffm 5 F ,: a �y 4 ff 0w6v.t ar.wvklla el Avlraw 3...evN. ..�P o j i m F: sii ..g g a Yi1:lli d .E rr i aggEs6 o d a6vn D :ofI o€ :gli 8 ea b!; S5;: e )i1 a ?I I r3 l ?ii .NgC °231 !1 ?£$ A $ , tz;iit I ; 1 3,70 3 III I 0600 3 /,005 t 2.503 / 6.316 1 1,160 1 1./30 $ 11.03 $ 3,110 3 1.711 I 1,311 1 1,633 1 1.300 1 2,606 1 3.1/6 1 3,30* I 0,341 /WOO I MOM, 676,72? - ,/ lso6 - • - • $ 1,755 . , 1 1.36s • 1 1 1 ea 1 1,6M r.DCVID o/uawere•A,.. •,I _ Cer e1 areas 116r1 140,433 - 1 160 • i - 5 2.600/ s 6.110 • 1 1,YA - 3 1 371 1 1610 1,365,1 2 325 - 61 N 1 1 3*277 I Cl,el f vhnee Owl 3 42,141 WOOS] 0 W.tl3 1 2,763 1 660 $ 2 600 2600_ f - 1 0 170 - 1 2,450 - $ 1.371 Z 1660 I M5 $ 5315 • 1 31165 111110 1 i131/ GM e1 Onhn Dravl 340433 • 1 660 1 3500 1 1,15r 3 too' —6 115�1 11563 1.372�} 1,60 I,MS' • - f0,000 I 1,/77 3 COr 61 La.alms 130133 - 1 0 • $ 1.372 • 1363 • - • U,030 1 3,037 6 C6r el3,3n13 _ iw433 - i l6N - - - i MT' 4{6{1 3 6,130 1 C116 OW etacb 140433 - - t 4.335 3 1,372 1 130 I.333 ,616 3,II, 111 / Ghellw,t0 110433 1 1665 • - - - - I 6] 1 11 1631 1 11,101 Yob,luld VisItt P1661 110,233 $ 2.700 1 160 1 6,120 $ 1735 • 1 1660 1,365 • {6,113 1 16,366 10 Chef WeoM'n31n 110,133 - - �I 11 - - - 1 M! 13{{l I,330 11 5010rmol Counts Watt DnNM' {10,133 - ` A 1 7.150, - 3 I,Si1 - I.M! - 66210 M,III 13 Run6,ann.ee16 Ia0,133 - 1 me - . - ' - - - - 1f 313 130 13 lenem WoN'P3Yw1• 00Al3 ' - - - 1 460 • - 1 2./50 • 3 1.372'_ • 13 1.ms 1e.111 l 16,017 OCVl00 oun6Wd1el Age, s 611h Rea yule0 Vy31e1 1 14 Cb61.Mehim _ 110561 1 2.700 1 N0 - 6 knell - / 6A63 - / 13,013 t 2450 $ 1.766 1 1,371 1 I560 $ 1,165 • 1 3,775 1 3,311 - 1 11,013 1 45,360 15 Car of!armor,Y,M0 1/3,511 - I 160 A 1.500 • • 3 0,110 3 f13o } 1/63 / 1.372 1 1,3{3 1 17,004 1 11.a}2 0CM&INev.aerl seam 111156} 6 7700 2.500 1 1,130i • 1 3.450 - 3 3373 1 1.365 1 2.00 - - • 1 I4614 I 31,033 17 Cm 3131711 M,Oa130/0134,00C1 143532 1 3.700 6 160 3 3061 • 11 2,500 1 15,603 1 1,650 3 1.765 6 1212'1 1.560 3 1315 • - '1 3.320 : 1 70371.1 3aew 0 Mr.Wear D,Wkl 11363} - 7 16aS - S 1)65 • / Ny1} 3 (110 South Gp II0,Ien.Ire w.f.-yard WA, , I 1 1$_Cty e11In Ch'MnAI 30116 A - - 1 0.1201 • - • 6 1372 $ 1.30 1 I365 • - 3 11,111 $ 11,111 30 63663 144520.13-1Na111 D0061 16.1N 1 110 3 1.100 3500 - - - : •: • 1 1373 0+ '360 - 1 • : $``365 : 01,173 1 11,11/ 71 SOW,Ge83101.,0iloK1 - - - i'6ve $ tits - 1 1,755 1 1,372 1 1.660 1 1.365 • y166 • I 03.050 / M,103 72 I lrabvro Ce,5onw71e,Dn1,n1 136.151 w • - - I - - ' - r1 1450 1 t763 - - 1,343 / 2,p1 1 61,311 $ 1,010 W R..3,fea W.i.1 I 1 I • 23viI'cula0u slWIrh C6w111 WI•t Ps h. $/1,31/ - - - 3 1165 - - - 3 1,372 • S 1.335 5 4161/ 5 7601 OC WO Clot/n.walel AOem le, , 1 I 1 26 Coe e�.a 3t6,1 0 - I 0J]0 _ / },50 : `/ ,.311 i 1.6w • • 313 / II 7 IS «el la H2Ou 11/.106 1 160 - - - 1.170 . }130 6 ,.1R 3 1.530 3 1,345 1 1 611N 1 1116} Tu1el1•A All A,1e lee 2, ' 0 , '0eta n311a.36 ee113111 EOCWO aM SnrI70 MRl ars 5,13rahel6,r e10m3143 ontl.P,ndiM 101,*letter,.hom inese nw sl e ss ie, lelane 3.616a nlnyeay k,ms 66F41e1 • Nal Adre4141 Exhibit B Cost Summary For Development of 2025 Urban Water Management Plans Optional Tasks and Contingency Item] [{ 3_ y 5 c c c g t. • _ E if $ L 88 ' pp la e4 kss bay g 2f eg g 3 y• 3 ix ...NO el . 6 agencies 14e47,4. s S 5 s g s s" 2 s :C 7! .. ..S i 1ri 2 of oig 01; "osa flu 3g ,,y,d o .s o ,: Sig 'o€' " yw 3 of b.p o oti Stf r d31 )11 19 )11 )2Z )1i, Ps3i.:i3",41Si /1 b ;-a31 .:11 a1 :4.3 ?Hi ?la..113a i 1 $ 2.700 1 160 $ 1,600 $ 6,000 t 2.600 4 6,416 $ 4566 1 1710 4 16,563 $ 2.00 5 1.766 5 1,372 1 1,660 1 7366 $ 1,616 1 3,176 i 3,115 i 6.241 WDOc I 1 MWOOC $74,727 - • - - 1 2,500 - - f 1,755 1 1166 6 14547 1 5.120 GC WOG Cmol Buono Po,6 $40.430 - 6 660 • 5 7.500 • - S 0,120 4 2.450 - 5 1372 $ 1560 5 1,365 5 2525 • $ 51215 1 10,752 Utolroh,4n(nos a.a,1 21M WOOCI $40,433 1 2,700 5 NO 5 2500 5 2,600 - - 1120 2450 • 4 1,375 1,560 1 1.365 1 Es,. 5 1,-Us it in I 11117 CVOO2,d0n Owe s40,4]3 050 5 5e0 5 6 4 5415 - 0 a.120 5 2.40 1 CMS ( 1372 5 1560 5 1165 4�614 1 3e417 5 Cm J[.leaN4 540.433 - 1 640 • ff 1.371 - $ 1165 44,411 6 11 6 Cm or Nomad 540,413 $ 4,155 $ 1]04 46,062 6,234 7 CM el 301 Neck 64C,402 , 4060 - • 6 1.372 1 5550 6 1,365 $ 41.616 4 2162 a C0Yt17u300 340,430 - 1 4.165 - . . $ 4.241 I 61,61t 1 11,106 9 Vale 1atde WON014,11 04o i33 5 1,700 $ 000 - 1 0,120 4 i 7f5 - 5 1,560 1 1,365 Oat $ 16,550 19 Cm el WO21Tm41 Q0,_g3 405s s 1.365 • 1 46 a 1 6.tH It East 0,0n03 County Wale.Netno 040.430 - 5 660 5 4)65 s 1,365v A14 52 noeNsion 04.oh 549.433 7 • 7 If NO . ' _ • 1 rt '-1 41...262 I R OCWO O oandwatel A3.14 ie,,„In he,,,led 1Ca1 r, 1) GAY el Hunan 543,502 1 2700 • 640 5 5,000 - $ 6,465 1 15,447 $ 2,400 1 1,755 5 1,112 5 1,560 1 1,255 1 1,775 1 1105 - 1 44242 f 46,00 Cm el reon4i,v2My_ 543.542 - 660 5 2,500� • $ 0.120 - 6 2.450 1,155 { 1.312 136S - - - 1 62,064 6 15,421 I5 Ode at 7lm.ml0nln 43502 5 2,700 • S 2.500 1 0.720 • 1 2,450 • 1 1,372 • $ 1265 1 2,526 • - 5 0,114 1i 11,015 16 Cm el$040 An.Olt 4 ell IRAW OOCI `$435511 5 1700,1 .600 S 1500 - 0 1.500 • $ 15,641 $ 2 450 $ 1.25s $ 1.572 $ 1560 5 1165 5 3.305 75 672 T 31,00 17 Mete Woa,DMnd f4].SC 1 I • 5 4565 ; 5 1)6s 1 U)11 I f 5,10 as,C„ally agent.•pos.n..yded M. Cm nO Sin Chm3Na 146,141 - 3 t.tiq - 3 1172 $ as60 $ 1545 - - • t U,Ill f 12,477 1$ 66531.1O014]Water 001,51 46.151 1 660 1 1500' 6 2.500 1 1,372 1 1,300 1 3365 • 5 0,373 4 11,171' 20 Nola 00517114;U5N51 546,101 - - • 5 2.600 • S 4.665 - - 3 V60 1 1 321 $ 1,560.5 1po5 - 5 3145 - $ 52,151 5 16,102 21 Th...Cen,cn Woe,O4.6 ' $46,116 - 1 - - - 5 2450 1 1755 - • 5 7366 5 2.526 t1- $ 64,515 5,011 South C.unly Ayen.lel weho1l ne,y.le.1 W.le, 72 1.9unt 00a,n County W14,0nb41 141114 - - 6 1.065 6 1.172 • 5 1.365 - 1 41,111 { 7,601 Non.G D Greandwaie,Ayenclel 23 C4Y or&ea 145.156 - - - 6 0,120 • { 2460 - 5 1122 l 1,560 - 1 2525 - - { {2])) { II OI'7 74 C el7an.6,4 54119s - 5 NO _ - S a,120 • '5 2.450' - 5 1.372 5 7510 1 1305 $ 2525 1 44,241 I 11211 Total to,All A0en,4-. Ota .. i,, 1,: ,;�, ''''' ,,„ •, 11J 2,I00 5. 0 ,1,2 7 0.321 Logone OontFte.ykm et A.Ihl aad nm Am.n.1 Cost Sharing Agreement for 2025 UWMP EXHIBIT A Consultant Agreement 17 Cost Sharing Agreement for 2025 UWMP EXHIBIT B Cost Summary for Development of Urban Water Management Plans for 2025 18 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643816B 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: 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 Ca1PERS. 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. 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. 55401,00000443859268.I DRAFT 06/06/25 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643816B 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 the AGREEMENT extend beyond the for the term of the AGREEMENT. Should the term of 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 3 55401.00000143859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA264381613 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 4 5 5401.00000\43 859268.I Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 arisingout o f resulting or on law or equity, of every kind or nature whatsoever, from, account of the violation of any governmental law or regulation, compliance with which is the responsibility of CONSULTANT. 5 55401 00000\43859268.I Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 to the failure, neglect,defense, which any of them may incur with respect g , 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 in in no event shall the cost to defend charged to CONSULTANT exceed foregoing, g 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 completion impact and/or p project 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." 6 55401.00000\43859268.I Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B168 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, 7 5540 I.00000\43 859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643816B 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 8 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA26431316B 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. 9 55401.00000143359263 1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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: /--DocuSigned by: Slgnod by: \—U OLSl,2 8E3E1412... rwwuvuaoauL+I�c.. Harvey F. De La Torre, ManagerInge In a 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 I 5:22 AM PDT �//Sig--n/edby..: �i (�iAAALi�1 mil) PLV) P i/ cn440$140c0eti420... 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# 10 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA264313168 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 11 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B168 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. §7104 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 12 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 13 55401.00000\43 859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B168 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 55401.00000\43 859268.I Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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/O5 15 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 bi►led —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 he billed by the 251' day of the month for the previous month's activities. Invoices received by the 2521 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 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-4O6F-AFC1-89EA2643B163 • _ C. Project Approach and Scope of Work Project Understanding We understand that the goal of this project is to prepare the 2025 UWMP5 for Based on these draft tables released by DWR,we believe that the top three changes are: MWDOC and the Parlrclpetiog Agencies.Based on discussions with MWDOC Potential triggers that would warrant a stilt,ore anhdpate'that this p,oiect wild ukeiy insom,wound lWrtnip nd:vidaM I Chapter 8.The Water Supply Shortage levels ore new standardized to b levers and do UWtAPs Drat allmust be completed and submitted to she California DWR by the not require details on response actions anymore.The currently adopted versions of the WSCP update Include: submittal deadline of Jury t,2026. WSCPs are now considered acceptable.Hovnrver,If MWDOC or any of the PAs wants to d Changes In water supplies.Fw example,wafer make any changes,then an update and recertification process will be needed Peter fo shut rage Contingency hos mop need IO:.e rntd:lied The 2025 UWMP must meet all the requirements of the Flnel 2025 UWMP aotenbolhippers at riph0 nor agencies that had stopped using groundwater Guidebook.whICh vial be published by DWR no later then July I,2025.Although to anticipation of the PEAS regulation,but have the lined guidebook rs rrot avaaabto per.our learn nits a good undorswndrng of 2. Chapter 4:The.prelec lion of Paulus Water Conservation Savings is a new optional table brought Inch groundwater theFweps back onl nehave since tire the upcoming Oranges ihmuyh our invulvereenl in the guidebook development could require same extensive analysis to estimate water savings from already adopted publication of the 2020 UWMPprocess and access to the interim tables released for teener As shown on the andfor anticipated changes to planting codes and regulations. graphic below,there are several key changes that either Increase(shown in d thermos In Metropolitan Water District at Southern ranOc)or decrease(shown in greats)the Icwdt of Mort to*the 2025 UWMPs 3. Chapter 4;Progress towards the 2026 Water Loss Pertorm cs an Standard is a nevi table California's(MST's)shortage triggers. compared to the 2020 UWMP cycle. 10 spat Ord whether a reran agency has met the new drsaibuhon System Icss pedorrnance J. Update to an agency's Hazard Mitigation Plan standard enacted by the Califmma State Wale"Resources Control Beard, or Climate Action Plans to ensure consistency and avoid calk(.n drought and other system vulhern briny TOP 10 Changes anticipated in the 2025 UWMP Guidebook Cr, resporrse actions P:see on adrearted side Upside[nnrptriten we hiveiren66ed 39 thaws ber0aen drO MO and 202SUwhaP tables. Updates to an agency's Communication Protocols Tt,el:SthfP Bide Cl Cnneritt bhlua OE ladine top ID charges Mal either Merearerx decrease thean5cipaied Iced of effort. following theBought in 2021[22 and recent valghrob CHAPTER 4 .rw.«..v.....e.N.. ' Table 4.1:Wholesale:Total iAes for Potable and Non Polebk,Weter Table or Contents CHAPTER _ actedato Table 4.2 Whelesahrthes to Potable and dooPorabte Wirer P,nlec :e now ouncut r;R.` Ante 6/t Wlwlnaks draeoa$sr%UM/* W Mt tow been maws m.o.nrory 4iQSdr(44araae4ew.�_...�...__,..�..�_��-._I _.. table 4.4 ReteibPasti0 Water Sayings?fwd.°.a a new Opiaay table ena.nenerenMKreN NM to docrmenlprgecred wate+Savings rwm adopted Ceder Over l00 nod 25 umeemtesits[.................__,.—__----ea y.,is,:o rrr,'-y.:pro a:rremr,rct CHAPTER 7 cN..tta f:ewri lfigeafiON .. .. .M ftaa Table4.4:lastcwe Yearn of Waterldst Mho Reporting.operetta, abuses:syaseewamorr }a i. Table Ms Hasa a&Water Year Pme(Ro:nbiCyassessment)n row opiwrral In born Karol .._....._._.._._...__.. she Wholesale Wne'e tap and mandatory lei Rearm 2020 haw been...Ca (.Yb.rfa as wane Ve[CN.eaCl{urupN...___.....mite Tide 4'6:W0ar loss klanw9OPtianal for Wool.*amp mamotory los t - Table 7 2.no•mnl Year Supply and the Comparison,Table 7•k Sprite Dry year Sooty L. err:,roma vgpu '` and De nd Compatriot.Table 7.4 Fore Ca se<r e b yYr i Simper end Demand R me A howedaed to dOcumel byronninktieta arryw WSS audrl far each d the be4m Gawk MOM_ --H ComDm sal and TaWe75:lire Year brought Rd/, it eta unto Road and Waaierale have now e,.l Ss r Kapublk seater system served law the age cywaS3WmhIOU in 01YA. e"Wataf mug sums C.RCreanar,N_...._._,kt•—. air r,,,lvnaIrcit(10 to orowcit,WSCP supple augneto ion brash:WSCP ohm ase sadists.twins Table 4.6 Ratak Progress T ds 2025 Water Loss Performance ..rite u a c,net anrn amid isv.sedsutfvshhollvd WI,Up n,.'r:?Owen Ive.yearunre ens Sland.L'dis a rewtade to tenon onwhethe arelad agency has met the atr0 a0audar MN oSSfSSuaµt. 04 ,,..rr •w d.suauroan sysbr:r lose pertorrrrance rrandaro enaeitd by the Calnornm State Water Y 1:x ea..rrrnw.raa npeMat Resources Comm/foam m forrtweencv n.NmNo_ - 41 CHAPTER8 eFAx u,..,.esa0wu.oruarqur.a[..easwcf,..___.,_A r bI et C t in staot I NNvk.s J. I nr rdrar srao CHAPTER5 cesettara etu"aaa.npll: table rh a r1y fordeXoeg to Maine an response Scasand an[Nit siotitt sunrurta0 umoernrotrooloa. _«...tar toe howler's Own sh I yr kor'hlI 0 eseddl[r iron Id,nl.nd.ird st:url,ge reels,and,0rrlpu00:49 Table 5-t:dr g'x'..maI gi S. aiy iron SDX/•l veraie eoni, nrtaraces M PereeW a nor rage ranyss. £_ fed.0a and 2020 Table 522020 Compliance from SOX7,72020Compliance .` i1 form farm 1020 haw been removed sad a new Table Si Retail 58X/41020 Target •• Nuttiest table n secluded IV report the progress among the mho water ale target .lCa2 E/IIo' t 3 ben 2070. p :A hi D Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA26438168 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 UWMPs 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 Y 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 our spreadsheet information to new table formats and preparation and reviews of the deliverables.To meet word chapters(see page VI).The remaining gaps will this challenge,MWDOC needs an experienced team 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 Yap 2020 UWMP cycle. 4 . t.. Lastly,we also understand that the key objective of 4tr. most of your participating member agencies is to ... �� , �' "check the box"and get this regulatory requirement 4 completed and be eligible for state funding programs. i, r k � � �ti':::.::),,,,,,,:,:: = _z It is our job as the consulting team to deliver these et 7,1.1- � , 2025 UWMPs with minimal effort from your member agencies,while getting all the tables and information f .., „„„ 1 accurately updated that meet the 2025 UWMP - . . 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 2 We have developed a tailored project approach that meets the critical success factors of this project,namely: m 3 ,-o Efficient and On-Time Project Delivery on 0 z 0 Streamlined Data Management and Organization z O c Sound Quality Control that Promotes Smooth DWR Approval z Each of these approach elements are described in more detail on the following three pages. o D 5T:i z Ile e m z 3 D m Z m m-4 n-0 GI CAROLLO / PROPOSAL /JULY 2025 �� '((.(;i tl..��.:??.. } ..1 ... 1.fi,Crrecf A^rd ourlA'o ,,(i",iir t.C,:�'.: Project Approach 0 Efficient and On-Time Project Delivery Leveraging the knowledge and experience horn our proposed project engineer, This pert could be completed Mlle.City of Buena Park like in 2020,or another Upon completion of the plot phase,the delivery processw.dl be Shwanl Shroarya,who worked on the successful dehvory of your 2020 UWMPs,we agency may be selected by MWDOC as desired.To take full advantage of the rehnii0 as needed before being replicated for the 2025 UWMPs of preputed me flowchart shown below to wsuafy display the stops we envision for the piloting these,it will be important to use an agency that uses both groundwater and IUWDOC and at PAs simultaneously.The three key takeaways of our efl:crent ciepmahon of likely more than 20 2025 UWMPs. Imported usurer such that the common net altve updates for these water supplies httcient proiuct delivery process shorn in the flowchart below am con be used lot all UWMPs that need to describe these same water supply sources, t Prepopuieled UWMP Tables:Before we moat Mil an of The 2025 UWMP develppr'ewit process Willflat be piloted wen one PA Altlwugn For example.the impact or new PFAS regulations and changes in water reuse with y the peot approach takes tune in a tight schedule.we have accounted for this in our the Groundwater Replentshmenl beaten,Phase 3 espansion in 2023 will need lobe the member agencies.we will commre the information horn overall schedule(see page 181 We advise taking this more cautious approach.so ince roweled Consistently lot all respoeftoe member agencies. the 2020 UWMPs,water supply and demand information from vie can repeat and accelerate the project delivery process for the remaining UWMPs MWDOC and amino sources.This will allow us to make tailored ova-COnlideno'In i'.ts way we Plan the Work so vie can then Work the Plan, dale requests for each Participating Agency.reducing their lira gathering time and effort as moth as possible.The tables will be reviewed in the ll meetings and updated information will • 2020 UWMPs MWDOC,SCWDL Prepopulated 2025 UWMP Virtual Meetings with Refine Common be directly baked to tables in the 2025 UWMP documents(see PAS Data DWR relates(•20x) Template(fat Pilot Agency Text by PA Group• sidebar on page 14). ,, t _ 2. Dedicated Chept Leeds:As s o the Iknsrh,nt ea,,have " I }I' 1F �� +.xyi O dedicated chapter leads(dedicated UWMPleadsi assigned 1 r i ,.��.� �., ho II•ark in assembly line style to produce then respective 11221101421 '�':::: — P �r " ®� chapters for the 20 ,UWMPs Only chapters 1.2 and 10 ■■■■' are combined because of the limited content and preparalmn .■■■ 1 melme.Through repetition this enhances efficiency end t tej' ~ promotes consistency for allco common narrative content. i I 3. Early DWR Checklist Revile Each of our three technical 4 advisors has a clear responsibii.y(UWMP WSCP and DWR reviews„We will conduct the DWR Checklist review tutor!o Chupler Chaprat Leads'. the Draft UWMP delivery to verify completeness.This avoids ¢ 2025 UWMP Virtual l:1 Internal Draft t-nepkntion wsratan staprises,the need for additional meetings,and potential Templates(*20r1 Mcelings(=20x) 2025 U1'IMPs I.WOO Prewar.. Moralise. delays 5707 I l System Desolation ReckyGates Our UWMP delivery process with a pilot phase and dedicated „, l (� Q r e.Wear Liu CaanerelNim tame feet chapter leads Is a proven process mat will result in on-tiro project s _ ('� (`1 s•Coninwacn rage. Tau krehdwwiw debumy. arm ♦:. p Q S.Water suapfl CharidHnMWns Beim Shepard > 7 Wale SutkfeaWblayone D,aulta i.s air.tunema Anana louts(, t—, din neck tJ a water Sheu eCutla miry%uvrry a 4 .. 9Cemind pansge.nait',mums Iadl Ga,wa •.•• to,PM 1loll Wi Mayo lion U. Carollo Review With Draft 2025 MWDOC L Final Draft Nallltcaligns Final Adoption& 'I DWR Checklist VWMP PA Reviews 2025 UWMPS Public Review 2025 UWMPS DWR Submittals - rt qS • ✓-- P f� C n q 1a ✓ a, iwi} . 1� ° .� Qp ...). r i ���Q. +q\U�... ,'a w d.krarvnuaxmtnapaad+i;eana 7E $� � Jtdk tad charier Mods tiA iesWtMmla�i PMleC. ✓•-- ),45,E q •Alte. f �',t ' d'i rr tit 20•WOO,by DvnrsdraSNrc- "g c z TA.P.Ik000top Agency; ti •Fnfrl to scM.rdsb Po.181l0r ak'ntdiC•rOn 0l Grvctts 'Z 12 | DpxusionEnvelope I» c�pm / osc4vpx0uCHAmoscop+oFwoux Streamlined Data Management and Organization Despite the anticipated relatively minor changes in the 2025 UWIVIP 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 "Pilan the Work, Work the Pldn� ~.......... ................................... .................. ........................................'...........^^~....... ........ ...... ..................... The three key elements and benefits o/how the CaroUo team will streamline data management and organization are asfollows: 1. Secure ShmmePoint Site: Caro||o will set up and 3. File Naming Protocol:A document naming protocol host a project SharePont Site to manage all project will be launched at the kickoff meeting so that all files from start tofinish,At the end of the project, data,spreadsheets,chapters,VVVK4P versions,and files can be transferred back ina single zip file to comment logs are kept in the correct folders and MVVD0C and the respective agencies,asdesired. with the correct file name extensions.This avoids 4s depicted in the graphic below,vve propose using version control issues and potential duplicate work. dedicated locked channels for h1VVDDC and each of 'Las� butno�|east'we understand that�isthe the participating n ag encies. consultant's role tomake the data gathering and 3025 can be used kz securely upload and download files byappn�vmdmembers Public UVVK4p preparation as easy as possible.Asmennbem ' o�our�aarnhavenu�on|y�urkedon�he2O2OUVVk4Ps ink�mationvviUbe stored inan open shared folder Uu avoid unnecessary duplication of data, For but also completed 2OO+projects for all but one uy example,the 2025UVVmP Guidebook and Water your member agencies,we bring exceptionally strong re|a�ionghipsinyuprenUrayp�yiceaneu Our personal UoeEf0riencyneportocanbeyoved |n1heshored � folder for easy reference. and working relationships will help with data gathering and result|n efficient project delivery, � om�o�=o �-- ~ r ' Omftoummento ' y Age"I- pinmumcumpnts �z uwos�mw=° ` y m° Public Reports � CamUo will host and mnnage all the data and documents in am organized manner,such that MWDOC and the participating agencies nn�have tomcuvvopv,ioiny�wuu�and cooxu��g re,iew��|tioou/iohmmakei�ee«�,you! �~ ~~~~ 2. Consistent Folder Structures:VVe will work with Wn � mVVDQC'sprq]ec manager at the�e't»fthe �N���� ' M ( toraviewandre�nonu[dnaftpnnponed �� s�� �� | project folder �» ' '"|~ � �eCm�no�amb�m�ia,w�hmar�m| + This makes ii easy for all team members toquickly players i»MNDoC`y service.area having find the right files for any member agency,which collectively delivered more than%OVprojects ~ enhances efficiency and allows support staff hm for the PA,,injust the last decade.We will quickly ramp up during peak production periods. leverage our institutional knowledge and M r�odvnships��o2/D5UWMPwpdmes. � � Z� � �Z C^^oLuO / PROPOSAL/Jvmzm ��� , Docusign Envelope ID:7100A28F-1289-406F-AFCI-89EA2643816B C,PROJEC I APPROACH AND S(ORE Cn-WORK 0 Sound Quality Control that Promotes Smooth MIR 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; • II 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 Consistency respective supply mix complexity.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 word documents such that the tables in the MS Word more time to complete the more complicated plans 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 date 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 11 meetings with the member agencies,and that three technical advisors on our team.The advisors automatically updates the corresponding report tables l. 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 Dan Rodrigo:Conduct detailed review of agencies.The automatic updates via linked tables narrative,numbers,and calculations of all and common text improves efficiency,accuracy,and ;, Draft and Final Draft,and Final UWMPs. Assure consistency with MWDOC's Water consistency between the various UWMPs. Reliability Study. DWR Tables Michelle Maddaus:Conduct detailed review of narrative,numbers,and calculations of all Draft and Final Draft,and Final WSCPs. Crhk UWMP dTableers a a= ecr and Tables �+r, Jessica Fritsche:Conduct comprehensive w review of the Final Draft and Final UWMPs :_' Common Text k and WSCPs from the DWR perspective,using ti the DWR checklist. • m n O-i zA D L ZZz • rn Automatic updates via linked tables and common text x z improves efficiency,accuracy,and consistency, z-+ z CAnoLLO 1 PROPOSAL I JULY 2025 14 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B168 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 Task 1A- Meetings procedures as well as DWRs formal UWMP Checklist. We have scoped 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. 1, As a minimum,quality management milestones are: Task 2: Data Collection and o • Work Plan.A work plan will be developed to Information Review Z the work sequence effort,when work makeuse of the 2020 UWMPs,where o 2 establish qCarollo will A N needs to occur within the project schedule, meeting possible.Carollo will access the 2020 UWMPs and 0 c 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 deliverables. (WUE)Data Portal website.Carollo will also request the c� ZA • Project Management Plan (PMP).The PMP will following documents from MWDOC for review: include lines of communication,schedule,scope, ■ Metropolitan's 2025 UWMP draft. m m budget,staffing plan,and special requirements. A 3 The project management plan will be distributed to a 2025 Orange County Water Agencies Demand m Forecast by agency. n S ,z CAROLLO / PROPOSAL /JULY 2025 15 i `, Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B168 C.PPOJE( I 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 UWiViP 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 . Caroilo 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 38— Final Draft UWMP * MWDOC will provide the following files in native ' Caroilo will address all the comments received on format for both MWDOC and all PAs: Draft 2025 UWMP,appendices and DWR tables to m 2020 UWMP report files in MS Word. prepare the Final Draft 2025 UWMP. k • Carolia will submit two versions of the Final Draft X. 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 xi 2020 WSCP tables in MS Excel(if optional accepted). updates are requested). ■ Carollo will create a consolidated PDF document ' 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 • Carollo will request additional PA-specific documents • All deliverables will be submitted in electronic format e.g.,Water Master Plans, Recycled Water Master only via posting on the project SharePoint Site, Pians, 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 UWMiPs. Task 3: Draft and Final Draft 2025 UWMP o 8 Carollo will write and format all sections of the 2025 Task 4: Final 2025' UWMP o 0 UWMPs in accordance with the CWC requirements As part of this task,Carollo will incorporate public o e following the guidance from DWR's 2025 UWMP comments received during the public hearing process, D 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 n required electronic format, MWDOC and all PAs with the inclusion of Adoption M Notices.A consolidated PDF of the Final UWMP will all Carollo wiii 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 Z the Guidebook requirements and Carollo was provided complete submittal to DWR. z with the necessary information to meet the Guidebook m c n z CAROLLO/ PROPOSAL/JULY 2025 16 E\Sv1d<kAr;Apu,,.u:tacfienii',.o(,ocomiS 't'Sco z.uk.v r pmpos451RevYedorifAc^roxeiitp0,0,,,,,.012S Docusign Envelope ID:7100A28F 1289 406E AFC1-89EA2643B168 PROJECT APPROACH AND`SCOPE OF+NARK 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 nevi/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 n competing interests. For budgeting purposes,this effort make moderate updates to their 2020 WSCP by o is limited to approximately 10 extra labor hours and up modifying the shortage levels and associated actions, 8- to$2,500 per Plan. consistent with Chapter 8 of the 2025 UWMP. In o N addition,changes in Hazard Mitigation Plans,Climate ,73w Optional Task 3B: Additional Action Plans,and/or Communication Plans will be F n Coordination (Option B) incorporated in the updated WSCP. Up to one(1) re5,1Z additional virtual 1:1 meetings of up to 1 hour will be held o m This task can be utilized to accommodate more to discuss the content change with the PA. z extensive additional coordination effort required for D n agencies that have complicated arrangements, limited A,; staff,and/or competing interests. For budgeting m--, z1 Z • CAROLLO / PROPOSAL 1 JULY 202S 17 2 rt.r•l:tl _u;:Sd le ,;r,.;.;.}—, i,i,,,.vJ l .i,. , ,. .� ..i.._,=_..,,c isi6: _ `-,_._!.( ,...t,.:f:`. Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B g 4 h 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 v can be used by MWDOC or PA to present the report availability under single dry and multiple dry year to their Executive Management,Board of Directors,or conditions.The 1:1 meeting included in Task 1 would be z n General Public.As desired,Carollo will either present used to discuss and decide on potential modifications o 0 at, or only attend,one Management/Board/Public of the demand forecast numbers provided at the start p Hearing meeting as part of Optional Task 08. of the project. (03 A Z D m n� Optional Task 8: Public Hearing Meeting C A' As part of this task,Carollo would attend the 2025 z UWMP Public Hearing to provide backup and answer m m any questions at the end of the public hearing process n m m-4 Z p N Z CAROLLO / PROPOSAL/JULY 2025 18 D. Project Schedule Project Schedule Meeting the aggressive'meted schedule of 1m®m® ® ill® ®1@1�La nnemesnm ®m to , {» _ I '_.,°t �10�t,�11®mm '..- It months s one of the key project Cnnih.ges. +'' /111/11 1 11 MINIM i t I 1 1 I i Our team has completed many complex tit /Iasi fee PM1 wines Sane rein planning-torts with multi-agency c0ordnation PM Ciir e c a NW 0000C MnpOC •{�.?,,i I J „,_ <a of similar and larger scOPelscale successfully 1a Irrokmy d Neste.Repga'R 6, PA k' I C i T t under tight schedules.With the specialty is aasty cenua E z` #'�"� Select Management Fan (( '' 1 Y ��iIIIIIIII� I l expertise 8Fld avaeahihty 0l mnteam,sye •' (-, are comm0ted to completing the final 2025 IIID Odin taanayaaenmra Omani/mien .. ` UWMPs by June 12,2O26 such that then Osm lienuvrooctceD , . i tFGWD ample time for submittal to DWR by the Data term era ( I ( Of4 ( ( I i I 1 1 1 I I ( 1 1 MI osnri c ten deadline or July t,2026• uaa 1l®ea ita&gums 0cll�i .1.IU 1(1, 11I :::�ra ., ,«,aw,oinw, 1 The proposed project schedule is based on our to areiMa L.jIOlD�i t_.i...' f )i i i , j }I ( . a"` poled understanding and a contract award by G,r�r< s ♦ aarrirra w August i,2025 as noted in the RFP The work yn plye.,xr tiT „I':' t r • A I rr, fPcr•e Roa..veva ,aatlabe completed by the Cat who tram is eeee+aa•.xs, I �� .-,y a.a, Rt 0 - eseee shownmbluebars,whileMeMWDOCend seepaogmas `•:' TTI 91 • Dewm,r.uau•acc as ru panccipaitng agencies(PAs)reviews are shown to final ourm'mP r ' L F A 1 I r m orange Alf key UelYc-bl$air shown with aTetWC ` �' - I ! a iiiii while(draft)and dark blue li tli dots. Gap rat m t 1 Gmp2.ye«,•a I ( I I F' 1 The protect schedule aligns with the work plan, Gn,p J..a a y`� Our app e.Xb,and mean theemcee,:tinted rn n e-p rag ., ! I ( ( A the RFP.This schedule is based on the foNowing 1111 11 �/ QI/ 9 1 I A keyassumptions: u�tocr ( ( I I `•' 1 I I I k P nea a M ,a «pray $ •The propct ackpl,nwelov watt MWDOC,s Pram 3ry es 1 i ( I Pine] held mthe week of Ma list IL 2025. Coup JA , „u G ap 4k rt i 1It •Tfa•Pi r-n Kick-oif mcetin vi th the PAss � � ( j ( I ��11 � �a heft intitil,,-leek of September 5. 6 orlon lT k - �" 11 1 ]Y 11111/ I 1 III I Ill 11�1 111111111 • The retrial bi.weekl PM meetin s with Ot xr,o,ten k0150tridental fire emsa i i t �s� Y 9 07 seliterel ill Meeting st4. I I �(, '' +..�� ..*-- MWDOC will be held starting in the week of Ot Adarma oaxd.iaircai - x ,....,,�._ o a.�.—....•. �• August 22.2025 through the week of el lxoryorabil lee'eFeNts t� !! ��II ��tt June 19,2O26 Os Wrier eWeepeanwoenry Ran Ramiro; 1 M� '1111IIUUIIIIIII.11UI • The or a on-one meetings with the PAs rail I,,OIX' !a ,:Vri a'""^ - becompletedwithinallweekpertod,with 6`ap 6tYro`s ^ ^.^ ° •B'B Sunmur 2 (hour time slots per PA Wake/arm. ^ ^ '' vxba) rimier 1 • MWDOC'and PA staff it ear ailoorokr ^�^^ fazcapeA.lz a a - a.: deliverables within 2 weeks. 06 kilsolon P.m suvat ( - e' • All project meelings ill bealO 0vodal the Or Pttpae RAaa,inwnamasou �0 1 start o1 the protect and take place virtually OB PubFc de 9afeetrss F i using MS Teams(or sunUar),unless in-person on t WSW Hailers,. i a,i oa Dam s s,. meetings are requested by MWDOC and PAs pas autryirsis ZYNIR tnpgb � < fm'F ...;3 a.-_ 4 -„-` , it as part of the optional tasks. 'a rker4va e,der tmeki.W.N"A*:T4JbVarliverOar+...atm tir* a ,MQ:M.+e're $Kf raua9,,f,Theess±en fMAwx63aMRaWxe's.1. INOGetinHareir eiWNntee fame.a i! (:pya r A:p^tiers r l erre/endea,N,4'NArniet ec bi e.vpa.+.r,�NSNeIIXaphr.ti$$•..,M$,$'1 ti riesi r an•e.at«Yfdteirni.N•eiely here veuyafaFN^. rsi,a aF,:a,wYb.,h.nei„a,,, 0,WAWA..01,4 000+1,..e.e600 ARMw, g tb Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 Y hour duration. FEE SUMMARY PROPOSAL-COST PER CATEGORY OF UWMP p m Minimum of More than A o UWMP Category 15 Agencies 20 Agencies z n m U MWDOC $74,727 p an Group 1-OCWD Groundwater Agencies $41,488 $40,433 r.o to c Group 2-OCWD Groundwater Agencies with Recycled Water $44,637 $43,582 o Z A Group 3-South Orange County Agencies with Recycled Water $47,251 $46,196 o Group 4-South Orange County Agencies without Recycled Water $42,369 $41,314 4 Group 5-Non-OCWD North County Groundwater Basin Agencies $47,251 $46,196 A m Dm 0 z m-t n Z-p VI Z CAROLLO / PROPOSAL / JULY 2025 20 rvswcanv.Kwnc.ra axon,,001,.GKCi apg u a 4.tt.a g l$o X Na n r A,$ M 4 Q i r g e m way . v4ai"Mn».n11,tw«2.7,54' 5 attSaRRRu r e ..eio f� Fia p.mn„.=IC r .33 S :a`g @X.;a+a a g g s+',. «n nn« I i ,., _ies -11=0AO:sx:aF,wrmI g �paKi" .w H ti w.w.n.n.�Jr...w H.n M.w 4 M.,l J. .. « I 'Wpw,d'Nnuy a w�.A.:.:d.A.A�aA u. s ..newel eaaae_..J..e.ee..aeeeee ee0a0aae a b",d.P�al97LR V�d7SM '� o o a o 0 o o o e o 0 o e e o 0 0 0 o a o a o 2 M..«.4a.N V e:A 4. eie C O N _ Rt•lT Wd�SM A 1 2 Ya•.l n wr. .. «!o 4 � o o e c o 0 o v e e e r«.r .m........r e o 0 0 e ac,..,%m scat a V ppplS,a�•U o 0o ao v o e r o+rvm+ry a.n b+«b+ry w+« uV'pp•"*NOS" $+ pnl XdJSM -e o e 0 ry e o v+o v e o o m o o 00 0 0 o e e a o a e 0000 4. veld. y. .••77» 0 0 0 0 0.0 0 0 0 o a o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o a o 0 o e.. ps..liest o0000 000e0000000v a o00 0000eeo c o o eoe %'_ saN¢pud pig 0. 0•allyWaq w o o a.n a o 0 a o Y+..m+«m.ry b+n r+n w.««ry n...+n r p.bWSu.,, e _on ptalgaps :. a 00oa «+s.0...x z...RMA. ct. spa a _ ptal�oa"Mna^— a0o_rvoo.+oaeeaoo..aeewee.e.e..oe w,,,,, o o o e 0 0 o a^ _ Voo*moDooV000O0000 acs,,,,,ag 8 e peal£,a,ae4p o 0 o a 0 0 0 o n m e..cc. .....a ry..«n w re 0 fa ea 1.cda+5.,onaou an=00 v .e++e.ry ors+ry m.ry m.+.n m+«+rvn n were p,.pen,.dccQ " aupsw4a1pS* XI n a o m o 0011,idtV]h a o000000 «,...a e .«n«n n.. 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C3,31415141P4a6n 540,194 - - - - 3 2,450+ 1,Ti1 • $ 00 3 2.5751 - • i 40 1 3 11611- I22 L49Yn a0seh Cove,10W41e1ba0W 541Y54.. . . . -. 1� y 4645 •.. ' • • 3 1,1721� 3 1,333 - 1 . 1 40.316 1 7,432t 35 Cav a764a / ¢}46.59g6. 1 - ' • : �I-1310 - i ,450� 3 t?73-�1 13w 3 23tS 1 :. { 41123 4 14Ap 24 Cayab. 143,196 $ 04 - - \ - 0110 ) 1.454 .I -414 { i160 3 6A16 t zsis.. : r■ .6......{4'A-1 13,232 t '; To$a-,14e065,100`d$12,$00 5 10,320 5 10,303 8 6,000 2 10,400 8 10,900 4)4,420 S 71,030 1 31,234 $24.30015 14,04e 1$20:330 5 16,720 $07,360 1 13,156 $ 3,773 S 16,$25 $ 3,243 $3,413,113 $360,327 1,444 h7,17.17.1.7 I41:,4.0a!a 81000$ AGREEMENT FOR SHARING CONSULTANT COSTS FOR 2025 URBAN WATER MANAGEMENT PLANS iAGREEMENT ismade and entered into as of, 2025, byand between This 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 WaterDistrict 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. 1 Cost Sharing Agreement for 2025 UWMP 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. Engagement of Consultant and Administration of Consultant Agreement 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 bro 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. 2 Cost Sharing Agreement for 2025 UWMP 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 andthe 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 3 Cost Sharing Agreement for 2025 LJWMP 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 andthe 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. 4 Cost Sharing Agreement for 2025 UWMP 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 5 Cost Sharing Agreement for 2025 UVVMP 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 6 Cost Sharing Agreement for 2025 UWMP 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.Q. 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. 7 Cost Sharing Agreement for 2025 UWMP 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: County By: Harvey De La Torre, General Manager Municipal Water District of Orange County Approved as to Form: Date: By: Joseph Byrne General Counsel 2. City of Buena Park Date: By: Aaron France, City Manager City of Buena Park Approved as to Form: 8 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 9 Cost Sharing Agreement for 2025 UWMP 5. City of Orange Date: By: Jarad Hildenbrand, City Manager City of Orange Approved as to Form: Date: 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 10 Cost Sharing Agreement for 2025 UWMP 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 11 Cost Sharing Agreement for 2025 UWMP 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 12 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: fe l/ /z.o 5 California By: � Pat Burns, Mayor City of Huntington Beach Date: a / /3/2D2 Byt'A411/4i. X+1,/ ,, Lisa Lane Barnes, City Clerk Approved as to Form: Date: t/d `7-5- By: t fj~µme Michael Vigliotta, City Attorney 14. Mesa Water District Date: By: Paul Shoenberger, General Manager Mesa Water District Approved as to Form: 13 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 14 Cost Sharing Agreement for 2025 UWMP 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 15 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 16 { { Cost Sharing Agreement for 2025 UWMP EXHIBIT A Consultant Agreement • 1 3 17 { Cost Sharing Agreement for 2025 UWMP EXHIBIT B Cost Summary for Development of Urban Water Management Plans for 2025 18 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 CalPERS. 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. ' 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. 55401.00000\43859268.I DRAFT 06/06/25 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA264313168 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. ll 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 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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" 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 3 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 4 55401.00000\43859268 1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 harmless DISTRICT, its directors, officers, agents, employees, attorneys, consultants and hold g 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. 5 55401.00000143859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 or authorized or its directors, officers, employees, be brou ht or instituted against DISTRICT 9 such volunteers with legal counsel reasonably acceptableDISTRICT,to I , and shall not tender 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." 6 55401.0000043859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B1613 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 CONSULTANT and that are utilized or produced byCONSULTANT to that are no tproprietary 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, 7 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA26438168 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 8 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 p Y p may changes of this AGREEMENTbe made without the writt en consent of both PARTIES. g 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. 9 55401.00000\43859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643816B 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: —Docustgned by: 5:Id, by: C1 y �A' M - �—D60u8t3t3412... r JadJvt.R2.�.... 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 15:22AM PDT —signed by:. ar P VA 3(4(0 PLV) p(�^ i C01404800084 20... 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# 10 5 5401.00000\43 859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643131613 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 11 55401.00000143859268.I Docusign Envelope 1D:7100A28F-1289-406F-AFC1-89EA2643B1613 capacity, or by any body or board of which they are members, or from being a purchaser saleor a vendor at n purchase made bythem in their official capacity. 1 atanyany 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 ti 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. §7104 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 p p 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 12 55401 00000\43 859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 13 55401.00000\4 3 859268.1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 55401,00000\43859268.1 Docusign Envelope ID:7100/1/428F-1289-406F-AFC1-89EA2643B16E3 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 00000143859268 1 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 25t�' 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 55,1 01.00000\43 859268. Docusign Envelope ID:7100A28F-1289-406F-AFE1-89EA2643B16B EXhi■ lt alp MB co pe o & t C. Project Approach and Scope of Work Project Understanding We organ Stand that the goal of this project is to piepare the 2025 UW't3Ps for Based on these draft tables released by DWR,we believe that the top three changes ere: MWDOC and Me Participating Agencies Eased on m5cussrons with MWDOC I Chapter SiThe Water Sappy Shortage Levels are now slandenduep In Ci lavets and do Potential triggers that would warrant a start,vK:ens t:pmr that this project will likely revolve around twenty md.viduM WSCP update Include: UWl IPs that all must be completed and submitted to lire California DWR by the not require details on response actions anymore.The currently adopted versions of the sub lass deadline of July I,2026. WSCPs are nowconsidered acceptable.However,If MWDOC or any of the PAs wants to ci Changes In water auppIIes.Fur example,water make any charges,then en update end recertification Creeehs Yell be needed(rater f0 shortage Con tourney tiers may need 10 ce mld.fifrl 1 he 7025 t1VnAP mist meet all the requirements of the final 2025 UWMP potential tuggers of meet 101 , or.that had stopped using toundwater CaurdnbOol..which wall be pubhshedby DWR no later than July I.2025.Although al anucipallen of the PEAS regulation, ha ve ave the Anal guidebook 6not available yet,our learn has a good undetsfanding of 2, Chapter 4:The projection of Paulo.Water Conservation Savings is a new optional table brought(heir groundwater web back bid la since The the upcoming changes through our Involvement in the guidebook development plat could require some ooreesiw)analysis to estimate water ravings low already adopted publication or the 2020 UWMP, process and access to the interim tables released Mr Ieviaw.As shown en the and/or anticipated changes W plumbing codes and regulatrons. graphic below,there are several key changes that either increase(shown rn id Changes In Metropolitan Wale,Dicnrct of Southern ,r,.rtsr�t or decrease(shown in grans)Ise lewd at effort to the 2025()whip, 3. Chapter 4:Progress towards the 202e Water loss Performance Standard 6 a new table CnIIfomrai(METs)shortage triggers. compared to the 2020 UWMP cycle. to report at whether a retell agency has met the nova dtstriCool system Ins pudonna^ce Je Updates to an agency's Marred Mitigation Plan standard enacted try ilia Cabfm ma Slate Water Resources Cxb01 Beard. or Climate Action Plans to ensure consistency and avoid contact In drought and other system volnernbdtly TOP 10 Changes anticipated in the 2025 UWMP Guidebook �/responseacbons Tr-., .,, CH s i.l sidebyside comparison.we have identified 30 changes bowmen the 202D and 2025 UWMP tables. C/ Updates to an agency's Communication Protocols Ira:..'dn.ld MCwdlentt below Celli Ora illy ton 10charget Mal Mimi increases,decrease the anhcrpel[d lesnlattired. following the drought in 2071R2 and recent 155101 eS CHAPTER 4 NN...wr v.....rr.•N. €T Table 41,Wholesale total that for Mode and Ron Potable Water Table of Contents CHAPTER 6 actual and Table 4.2 Wholesale:Uses lr Petabm men.Potable Water Plea era now oatmeal. r L._5 Table 6Is Wholesale G,ouodwara,W4.ne Poveaaiuuny..boas mass ma,M.eo,y $`^-'^td{ Table 4.4R 1 lerrassee water Savilgs Projection a anew Petrone'table etu.ree snowdrift area Owdri ��' " 504a500Pnl p o aredwaler ssnngs hum Molded tadef ov.thenod 25 "' rrwu.ovs ,.,..:.__...___.:...��_.__:`+ CHAPTER years,re TwP%mW enemies nf.ne•ouwae team ortn. .. ......aa. 4 . Table4.4:last P,va Wars of Water toss Man Reporting.oatmeal Tor [ta.nea:srsrweaeacawnN _.__.�_.ss Table 7.1:Baas of Water near Oast(Sombre,/Asiassmn q:5 naxaplmanlla awn Retail y'la'eoala and mandatary Tar Re,yr in 2020 haw beenrelneved a M Warr i Ia. .nee am wYEt VIE[Nanactuiaonge...____.._..a.s Id"4-sr Watt,loss Acml:n9 bpbona for Wholesale and m:uory terTebtr72 Na•m:U Year Supply and the Comparison,setaT?:line re Thy Year Suppta' Pelail:smre adder MI Mvmertwha!her erraictmss auditor each of the uecn comeiwc��, H -- and Demand Compa„san.Table T Tor Fare Consaut,:e O:y YcYs Supptt and Denver i+.,f 5yrrvte>,cMaRub65 watch 5yllvn leaned by the agelt yeas,obmaG!d in DWR. N Cemparinonand Tale7i:fee Year brought fink Assessment tat loam Roma arks marinate ham new [111/1E4 a.Worse fnMU[ireeataetanbos.-_.._.__ei— an),,,b0I SRCHm to pton'de15CP moat(augmenteeln bea541:•WSCP realer ow rnnloutsa',wings y Table 4.6 Retai:Progess Towards 2028 Water Lass Performance ..nee s:wYee ssw:cr RSEwenr dueuv<scd so.31.66lValfol,wer ibastes:20 yam, Twelve enamels y SLad'd its new table to report on valet..a retad agency has met the Yip pan00N1 m5R wsSEllutai— 1.1 ..tt xw.trournm syar mar performance mama.snowd by the Caldomm State Water .4, 11 Rsomes Conrad Board CONIm.easr..MOECY?WWI.- o.+.ows.:Eamwes._.^_1.1 CHAPTERS 11 C,13, Toble etiC a-tit Yae In.Simard v.Sass t.ShrwadeL I nw Wdm,i gg CHAPTERS CNMreesp PS.0000,roN. table wrImaantry 0t desetra9 Mesh:wage response mums and Yaw To:most*list f $uawni er.Hanea[NIArW0,__._ . ._-__..Si lVWsuWde"t own dal,,;¢l'w't{t Wesedihv hornthe standard stortga ltvet endoaespond:au of Claga Table 5-I:R,n.'liw:anlita'nr:lu Summary SImn Sir X T.t wrRrarmatnn emuac[s_.__.. __IM percent Shoarge ranges. and I020 table 5 2 2020 Comp+xae from SS X 1-7 7020 Compliance farm from mamma have seen mammaa anti a nos,table si flan..Se X7 7 2020 Target ^ Pwryosslabin n lalveod to report the progress nmeerng:he when water use mot arca yff0' 'A from 2020. i¢ 10 Dacustgn Eavelope It}:, 't 288`+128-406 C1-89EA2643B168 c.PRo,i-ci APPRUACF1 AND Sc:oF't-t3; O(:I?,, 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 Curdle 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 UWMPs that need to identified through our connections with parties be prepared in parallel within the 11-month project involved in trio 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 our spreadsheet information to new table formats and preparation and reviews of the deliverables.To meet word chapters(see page 94).Tyre remaining gaps will this challenge,MWDOC needs an experienced team 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 rsquirenients, worked with Sarina Sriboonlue for MWDOC while at Arcadis in the preparation of 22 UWMPs during the 2020 UWMP cycle. 44 n Lastly,we also understand that the key objective of ;;-F most of your participating member agencies is to Y "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 3 ti,f±.-•--.:- 2025 UWMPs with minimal effort from your member agencies,while getting all the tables and information , accurately updated that meet the 2025 UWMP 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: m 3 v °o i Efficient and On-Time Project Delivery o n a T N 2 Streamlined Data Management and Organization 0 T, 3 Sound Quality Control that Promotes Smooth DWR Approval 7 mv, Each of these approach elements are described in more detail on the following three pages. o D z% Y b -4Gl m A D m 61 Z m-1 nv r/1Z CAROLLO I PROPOSAL /JULY 2025 11 a .i....,, :i...iJi( L9it')(; i .., .—_,t},. ✓._T ✓. ✓ ,<<:i:: r .:(, i <„li� ._ C.FI;IEGI Arevour4 N10 SGOrd Or Vrose Project Approach 0 Efficient and On-Time Project Delivery Leveraging the knowledge and experience from out proposed project engineer, This pact could he cnmpleled writ the City of Buena Park like in 2020,or another Upon completion of the pilot phase.the delivery process will be Shwant Shrottya,who worked on the successful delivery of your 2020 UWMPs,we agency may he selected by MWDOC as desired.To rake full advantage of the reene0 as needed before being replicated for the 2025 UWMPs of ocepured lee fiuwChari shown below to wsua0y disciay the steps vie envision for rho piloting phase,itwit be important to use an agency that uses both groundwater and MWDOC and all PAs stmuliane0usly.The three key takeaways of our efferent wepaint'ar of likely inure than 20 2025 UWMPS. Imported water such that the common narrative updates for these water supplies efferent PiOOeCt delivery Process shown in the flowc^an below a,e' can be used for air UWMPs thal need In describe these same water Supply sources. 1 PnpoDulated UWMP Tables:Before we meet Wen any of The 2025 UWMP ecvelopmunt process will first be pilOteo with one PA Although For example.the impact of new PEAS regulations and changes in water reuse with the pact approach takes tune in a light schedule,we have accounted for this in our the Groundwater Replenishment System Phase 3 expansion in 2023 will need to be the member agencies,we will combine One information from overall schedule schedule(see page ill We advise takng this more cautious approach.so ilea rpoiated conslitently for all respective member agencies. the 2020 UWMPs,water soppy and demand aitoimatiun limn we can repeal and accelerate the project delivery process for the remaining UWMPs MWDOC and onlie a sources.Tins will allow us to make tailored wit-conlidencd In t-ta way we Plan the Work so we can then Work the Plan. dishy requests for each Palticipating Agency.reducing their dim gathering time and effort as much as possible.The tables will be reviewed In the Lt meetings and updated information will MWDOC,OCWO4. Prepoputaled 2025 UWMP Virtual Meetings with Refine Common be directly hiked to tables in the 2025 UWMP documents(see 2020 UWMPs PAS Data Dt4R Tables(=20a) Template pq Pilaf Agency Teat by PA Grotip• sidebar on page tel 2. Dedicated Chapterleads:As S W the flowchart, ,have tx �� .' dedicated chapter leads(dedicated t WMPteacs)a signed sr J‘,,$ �� � to will a k in Assembly line style to produce their resDettWe her= .■■■'o, t --��r chapters f the20 sh UWMPs Only chapters 1.2.and 10 o" n ■.■■' ate coniti ned because of the limited content and pfeparellon a € • v *R' timeline.through repetition.this enhances eftdency and ���� *�+ j•. progenies consistency for allcommon narrative content. - 3. Early MR Checklist Review:Each of our mode technical advisors has a clear respansibiimly(UWMP.WSCP and OWR reviews].We will conduct the OWE Checklist levlexy prior eo _ Cromer Chapter loads the Draft UWMP delivery to verify completeness.This avoids 2025 UWMP Virtual 1:1 Illeriial prole t-smakauai Msyra Wra surprises,the need for additional meetings,antl potential hem aI i(>20< Meets s(=20x 2025 bliMPf delays �-;.� p! ) n9 1 1-UiMP ReDaaiixt Maya tea O ]gutter Denilson Redd Caret Our UWh1P delvery process with a pilot phase and dedicated 7 ryJ a.Weer drer,hea<rCharan Nair Fanbuw chaste(leads Is proven faoceas inatvhlI result in on time protect t.5 .may, A A i a: fi Consiraacn Myth TM ii<hdvnain tlebveiy 3 a i� p., g l 6 Water Suss!,CM ip en.5heeerd .. j, 7 Wale.knee Sasahl y e Draught ILA Akita,ranee, Udall liyluh it �" T y� �t i Water slirag C-ern 4 y it ntq ads rnneedea �. 9 Ormond Meargineit Perw,es h.rkl Pamir t0 thin adanean Mayra lass 411 Carullo Review With Dials 2025 MWDOC& float Weft Notifications Final Auloptiond i1 DM Checklist UWMP PA Reviews 2028 WIMPS Public Review 2025UWMPS DWR Submittals q weer I ' R -....rJ >. c ii3. q\ r{ C. a. $A e � �• ?� -1>��� ;�(S �C �'Wirrhid<arsrY{aaoK rntne¢aWWta:eana _(� L/' cak tW hat 4 d Hae:uhm m-ma mPr w7 `"� , ig s. \ da y f 0 irWMPstry%Ns deadline. 7. ii. (J aye k ? i ? c0 PA•Fb.tKipowrg Agency; A I y %clef to ScM-dva•rag tb)grulsr:'AiCOtMn a7 Groups iMMI Yc aeeuua a 1,110r0ML a NW teas 12 0000si!n Envelo.= ID:7100A28F-128944+; AFC1:-89E 643816i r C.}-re Le t.1 APPROACH AND 1)C01)=OF WORK 0 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 upand 3. File Naming Protocol:A document naming protocol e 9 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, db, 156 arear kr 10 ify Date Uploads z N i "-,A draft Oocumenta „ 'tr. ,' ' I) ji. . e` s Writ Final Documents - r v,, w ear is fiff,DWR Guidance u�, K ,, W Shawl Public Reports y'" ::: Carollo will host and manage all the data and documents in d.- elli an organized manner,such that MWDOC and the participating G agencies only have to focus on providing raw data and conducting �` m reviews.It is our job to make it easy for you! ester ,,, $ an _44-.. . . 0 2. Consistent Folder Structures:We will work with ° N y«.a.n: oc MWDOC's project manager at the start of the t l I' project to review and refine our draft proposed x z folder structure that will be used for all UWMPs. „..,,, o b This makes it easy for all team members to quickly The playersCa in team is familiar with nearly all z m in MWDOC's service area having <f find the right files for any member agency,which collectively delivered more than 200 projects n 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 A7 z relationships in the 2025 UWMP updates. z o5 uz CAROLLO I PROPOSAL / JULY 2025 13 . .rtt ,t u_,,t'., ,ItArtt,.t_,M-,, )..,t?( 71.l,,,,9.a fit :::...r ..,at,r .at ,,,,tAndi .x.077,-; Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643816B c,PRoJLC I APPROACH Arlo S ors OF WORK 0 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: a The accelerated timeline of 11 months; li 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: . .... ................... ..,.... ...,. ... . ,.. ...• ......... *11.00 r i I I. Staggered UWMP Delivery Schedule.We have NA separated the anticipated participating member 4::' Smart Links Improve Efficiency, agencies into four(4)groups based on their Accuracy, and Consistency respective supply mix complexity.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 word documents such that the tables in the MS Word more time to complete the more complicated plans and accelerates the UWMP of member agencies flies 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 correspondingreporttables - 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 Dan Rodrigo:Conduct detailed review of agencies.The automatic updates via linked tables narrative,numbers,and calculations of all and common text improves efficiency,accuracy,and Draft and Final Draft,and Final UWMPs. Assure consistency with MWDOC°s Water consistency between the various UWMPs, Reliability Study. DWR Tables • Michelle Maddaus:Conduct detailed review xi of narrative,numbers, and calculations of all K ' Draft and Final Draft,and Final WSCPs. lrh UWMP Chapters �'o koa 7.: and Tables o(' obiJessica Fritsche:Conduct comprehensive i r""'1 o N - ;, review of the Final Draft and Final UWMPs Common Text W ' � a c and WSCPs from the DWR perspective,using i, w lolthe DWR checklist. c� �,00> a , ,...__1t_ Am r O Z m m b /3 �, D p jm 'ma Automatic updates via linked tables and common text P z impruves efficiency,accuracy,and consistency, m v n� z CAROLLO/PROPOSAL 1 JULY 2025 14 r 1„1:r:ket,r)1Ap•XStituc he t.()0 cnitMLlb x:tzCY ouwr rAp o tinr v,e:ioostc.a,oj ct,N,a :r o s Dacus, Email).- It);71 .428 s06F-APet-a= ... : ,. 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 scoped the following meetings: Task ID - 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 1 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 IC—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. As a minimum,qualitymanagement milestones are: 3 s Task 2: Data Collection and ' • Work Plan.A work plan will be developed to Information Review o 0 establish the work sequence effort,when work Carollo will make use of the 2020 UWMPs,where A needs to occur within the project schedule, meeting possible.Carollo will access the 2020 UWMPs and o c times, discussion topics at the meetings, key previous water loss audits and Urban Water Use z decisions that need to be made,and the project Objective Reports from the DWR's Water Use Efficiency v 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, • Metropolitan's 2025 UWMP draft. n 6) budget,staffing plan,and special requirements. v m The project management plan will be distributed to • 2025 Orange County Water Agencies Demand 0 z Forecast by agency. z vz CAROLLO/PROPOSAL i JULY 2025 15 0 t,i,irkv;ria, u_Ot.1,...1,1*Ii(., ‹. §wygryl:V(,.. 7v;ai', .' x,\ ie,., .-_;1. r ):_•V.i.,„ „ 17'. Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B 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 ■ Caroilo 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 38 — 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 X. 2020 UWMP tables in MS Excel. UWMP in native MS Word format(one with track n 2020 WSCP report files in Word. changes and one clean copy with all changes A 2020 WSCP tables in MS Excel(if optional accepted). updates are requested). • Carollo will create a consolidated PDF document 0 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 ■ Carollo will request additional PA specific documents • All deliverables will be submitted in electronic format 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 he 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. r • Final Draft 2025 UWMPs. Task 3: Draft and Final Draft 2025 UWMP o R Caroilo will write and format all sections of the 2025 Task 4: Final 2025 UWMP z T N UWMPs in accordance with the CWC requirements As part of this task,Carollo will incorporate public following the guidance from DWR's 2025 UWMP comments received during the public hearing process, z 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 required electronic format. MWDOC and all PAs with the inclusion of Adoption Notices.A consolidated PDF of the Final UWMP will all Carollo will respond/revise the 2025 UWMP in case appendices, along with the native files will be uploaded p m DWR considers the submittal to be non-compliant with to the SharePoint Site such that MWDOC and PAs can T.z the Guidebook requirements and Carollo was provided complete submittal to DWR. z with the necessary information to meet the Guidebook z CAROLLO I PROPOSAL I JULY 2025 76 Ow!i',"0(0 r)V.4:;0.7:4)U25URVAV,1PropOS I4Z4 sedOrlrA..re44:4.0.1,4 . i4;.4 Docusign Envelope ID:7100A28F-1289-406F-AFG1-89EA2643B16B 3 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 nevv/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 513: 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 o is limited to approximately10 extra labor hours and up modifying the shortage levels and associated actions, s to$2,500 per Plan. consistent with Chapter 8 of the 2025 UWMP. In o addition,changes in Hazard Mitigation Plans,Climate o Optional Task 313: Additional Action Plans,and/or Communication Plans will be XI incorporated in the updated WSCP. Up to one(1) s Coordination (Option 13) 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. 2 extensive additional coordination effort required for agencies that have complicated arrangements, limited A m staff,and/or competing interests. For budgeting m m-- z� 2 CAROLLO / PROPOSAL/JULY 2025 17 Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B16B C.PROJEC1 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 D can be used by MWDOC or PA to present the report availability under single dry and multiple dry year to their Executive Management,Board of Directors, or conditions. The 1:1 meeting included in Task 1 would be o n General Public.As desired,Carollo will either present used to discuss and decide on potential modifications r at, or only attend,one Management/Board/Public of the demand forecast numbers provided at the start 74 in Hearing meeting as part of Optional Task 08. of the project. 0 c zz rn Optional Task 8: Public Hearing Meeting e n As part of this task, Carollo would attend the 2025 a UWMP Public Hearing to provide backup and answer any questions at the end of the public hearing process n m z z-' z CAROLLO / PROPOSAL/JULY 2025 98 .,r.amsl G:,i:i:: t ,._ c;21).'rt IWN3 P oNS2S P 2..t.edt) ujec.-tApp o,,t 07:6 D. Project Schedule Sri Project Schedule ro.a Meeting the aggressive project schedule of t ',0 a - " . ' U r � r,' • , w UUUm® UM®� 0 U0 ,. 'i 0 v ,, e tt monttw Is one or the key raujed cnnitcnges. Q•t00 1 1 I I • 1 i 111,11t , N 1'kxon aPA U.as 10:lullw, dj f ride In at;' 'k' tyd Our team has completed many camVle'x I, PMrne k e.volt err0a + ,z , „ ,g: - :,.z .,.1, planning&torts with multi-agency coordination + r'4 e '"�" `q' 919 d} of similar and larger scope scale successfully 'a r,u l.g 'd P v, $t 1001 ag 0 under light schedules.With Ore specially IC aaorrc I 1 , I 1 r expertise and avdaahaity of our team,We Prgre1M g r rtar 1 ..,':.to-. j.. l Te" 0 Oala allaegtment•nd dgen alien a�e r 1 .. are commdtedtocompleeng the 6na12025 2 Wmediomonandiniormafaa Raving v �� �� ® . _ 1 UWMPsb June 12,2026 such that there ����� ®I y aaeo-a,Mw6arotwo ( l I rr • u•so ample for submittal to DWRty the pate trarIPAs ' 1 r ( I I bar er•I c w.n deadline of Julyt,2026. oj♦p*/0U�®19El�raUU pMUUMl I I I I 1 o. -,...,« a. IA aan WIMP R,,,. ! ...1.,,,. ! _•d Ira «s+ Tile proposed project schedule is based on our mtvOC I r a J 1 ( um xianr‘rmre.»tar,•^v project understanding and'a contract awaid by Gawp 1.49M,f ° ( A „apu«pgt August I,2025 es noted In y e ore The work t'vny,2Agaacartrt 3. ° !k eclat to be complete0 by the Cardin ieam Is Gavw JAgrnier I veli wrr+r shown m blue bars.while Ore MWDOC and G.t p+Agekr3 i ° ( • Q=-w+sit r•u«ttc edna pnrticipal Ing agencies(PM)reMpwvs lrO shown Ia leas Qary WIMP 7 L.]i r in orange.AP key deliverables era Shown with uao0r, 'e [ •,�1•�•1^ 6 while(deans and dark Moe Morel dais. Gimp IAc.roo „ ;•', Cm.p2Agaxra3. 1 r ♦ .- I The project schedule aligns with the work{Ilan, Grasp J4;}tM.s e 1 2 m.r app.onch.and meet thetenon°fisted al m e a J Me iiFP.This schedule is based on the following k•, ( I I , I I I 1 I I of mI ( ( 1 x key assumpliona. lefolC 1 I lI I I 1 s,�,,,I,r `y crap rASWuaa I r Lir l I• The daoJr CtAck•plt d10el np vnth MWDOCit frag2agtrcr3Pr`adheld in the week or Aug st8.2025. Grow2Agen<r 1I I j "P"l"". St •The planet coals noel-to th the PAsiS Grerp+d e3 1held N the we•k W September S 5 0,nion 1t k 1 Imo I NUS I j I ��1 1 1 I I t p gums • The virtt al bi wmnki PM meetings with 07 wham Wiwi 1I d Mewee1 I 11 Y 9 01 SnmdV ILI Me<wp MWDOC will be herd starling In the week el 03 Aida 942 c deacon ' 11 t`�``'4' - August 22.2025 through the week of C/ I.^taporn g ft.pm.t r<b - June 19,2026. 05 Ymmrtecnage it wleMy non erraion, tai. .aa • The one on-one meetings with the PAs will MAW n • CM Subenal be completed within a 3-week period.with Gaol A3 ft _,__ jr, I•hoc.IIn3e slots per PA. armq 3apr N.t .,:.c ,i ) • MWDOC and PA nude mil revreW ill W;apipn 1 deliverables within 2 weeks. 06 wopuaa Proms 5Mroott igg •An prefect meetings will be scheduled at the of Puri Kim a .g wnrmaaons ii f S slant of the project and take place ye wally 01 OtAc tea eM elrgi i usurp MS Teams(or similar).unless in-person 09 °Vrp s brc I SS:: meetings are requested by MWDOC and Vas ow 3015 UMW Hod cope Oil as part at the optional tasks. NtePr 1 CMMI Melia, + " ""s" i t •manna scum n.dwrtMrMum,vrtramrVaGrssmkrnair..trasa-,: ar., .- ...NI ap r er•s,"+,,Opsb.yeee.o...geaV 7+ )etWidl,P•l.4.... .. ft..,r.e II <M a•a. $o.nocrtpOuWdro..p.r+, :{� 6f..:ay.a,- ♦YbNnnCieh ba xpr..K buN l 2,994.,2,9 SM'kPdaM rAP .vaknytcedern Suae+af...r..,c.Y«:@.ncXr..}xy .i.K.. 0s AA.-00'21.ts....0e.04....aa 19 wxw.MOWN.r rn+oae Docusign Envelope ID:7100A28F-1289-406F-AFC1-89EA2643B166 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 UWMPsby 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 %2 hour duration. FEE SUMMARY PROPOSAL-COST PER CATEGORY OF UWMP m 33 Minimum of More than UWMP Category 15 Agencies 20 Agencies 5 z MWDOC $74,727 o 2, Group 1-OCWD Groundwater Agencies $41,488 $40,433 D W Zr Group 2-OCWD Groundwater Agencies with Recycled Water $44,637 $43,582 m z om Group 3-South Orange County Agencies with Recycled Water $47,251 $46,196 o A Group 4-South Orange County Agencies without Recycled Water $42,369 $41,314 Group 5-Non-OCWD North County Groundwater Basin Agencies $47,251 $46,196 I;m 3 Dm m Z - Z-p ns nZ CAROLLO / PROPOSAL / JULY 2025 20 3ini 4,.0;6ir-a...t,�. $.-r...(i>>: ,� �� U :"�2[)?°t,m� ,Gr,^4�:., �. . .i;- tr.r. :': o K u Q- >s a 9 m 4 4 n S pp a x.#v 'n t - c 4 E 4 E 4 E 4 w 4 9 £p 8;I i 4 .» v,*J W 4 `'4 4 a:9 s z a r R S ys x$ x a mRL 9 5 9 § ., .. ,.CY: I 1 3 S. s m mooaoaaaootrot000000000.00alooammoa..-..r tm,.0.dAaCurye i v h Juby www.• .w .ww ---0o uea_:oti a g Inge mene".ptejeaMata;ef ..mm.aa at as$a aS r ail a aS r og,'a„.g es.7.w,.. 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E , € A 1. , 1 i t 4 € f i I gI 4 i 1 i 1 61.todsal014390511.7100141F-1294-406E-0FC1411e42643D109 Exhibit 8-2 Cost Summary For Development of 202612fban Water Menegemeft Fleni Dp11011a1 Tasks and COnlingSnOy03074 s i i G5 : t I 1341o41o7.00aro307Alm4M4 eauPfk• 2 41 Y's Fi S d's g rs g g3� , d E g 0 g a .g ,!a b s a i I a 1. ss a2m ao S wF 44 s " i• li SSF o•ngjX b`.; os Ei °II 3 `8t5 olitt 01-iff+ o.Ei Qg o■fII &21- $ia o.3 613; by23xp tit o`ig, 11 1 s0-<£1 F$9 Ala ,q6 >?-l12. ss ai it k=i.i S%i L.Y1.h,Y2 h rnU ,?I ; ,5K P-ziia t I 1 2,7001,3 110 i 2664 3 6004 I 2,500 5 5,441 3 4.045 1 4,139 5 16,441 I 2,414 3 4,154 3 7,313 2 1040 i 1,146 I 1.614 3 3,776 5 3.345 1 4,141 :,GOC I 4Na00C 2 . • r. , - - 1.366 . • 40,347 1 3' 057i0 0 ou304o153 AVIPCies 2 0466100e58 Park 340433 - t 040 • 1 7000 3 6120 4 2.450. - 7372 t 1.503 3 1,365 3 3,525 3 41,t55 30761 369213692336 foot aPan M. 342.411 $ 7,760. 1 660 i 2.300 1 o,300 • ,) 6,120 3. 2,456 - )} 1,372 3 1.600 3 1,363 5 1,526 �_€ 1,165 1 40776 31;3i7 4 Car of 0nla2nf4!•y,7 ! - ..—__.4 2.510 3 5,493 - 9 8.110 1 3,430 3 t.755 I Ons 1,530 3 1,3. —1 3 tiill4'1—"2c 77 4 C4r F_In PO ma 3404)1 _ • 3 610 • 3 1071 - 3 1,354_ 3 44 i13 3,337 6 COral Ora,. 340.431 3 4.665 • - - 3,116S 1-._...45.dif- 4,130 ^T ir 413441 e0645 610 113 . - 1 4455 - 3 .072 t 1560-3 1,345 4 40135 0147 04 C49 of 1313n 340.4)3 3 aitS - - 3 0 ,104 341 31 31,341 1t 3411a Coes WY•,63e0M 340133 3 2.700 3 360 • 3 6.120 3 1255 3 1,360 4 1365 46,110 14.110 10 ,4 CMof mnleu 3404)3 _,_ • 3 4.444 - - - 3 1,365 .6,RMI 1 CM 641L1214^3 r,0i_^19 I r 93' 34033 - 3 4.435 • S 3433 3 1.372. • 3 1,365 • $5 60613 1 16,061 ;9-_ 3061n015L.0•el, 4 453 • 3 '660 $ 4031 ff 362 w f loaan. 4M,nolfo• 40,731- • - , t 4.633 - 3 2,452 3 1J121 • 3 1,363 • t 66, 13433 4 16-`t- 0073001 4 CA/af 01352,m 343552 3 2.700 3 680 - 3 3,000 1 6.455! - • $ 15613 3 3650 1 1?55 3 13/3,3 1,3E0 $ 1,165 • 1 3,713...4 1,535 - $ 13,442 4 40334 15 GM 5LE70014e Ya31r 34)•2!I' - 3 360 • - -1 3.300 - 1 4.420 $ 2,450 $ 1.753 1 1,1/1 • 3 1.365 3 6.M4 14% ,t6 .,„02r ofn...rod 3ucl 443�:a>2 1 1720 • 3 26Ue • 3 6.120 - $ f.450 • $ 1,}1i ,a k346 I 1.624 • I 61114 3 .31Ofi 17 Lis a/Santa 403 mewl of.4W0701 -4415e2 S 2000.3 460 I 0300 • S 1.400 • .S -435 • 3 /5.243 $ 3620 $ 1741 1 1,377 3 1.560 yy, 04 - 4 3,365 . 74,5l1'1 It031 14 t14a4 Wet4r 23,oi>;1 143,511 - 9 '34 _ 4.._ 5 12 1 4,134 30313C • 346,164 - - • 1 &120 • - • 1 1.212 i 1,540 1 1.365 - S 61,611 1 11417 10 4493 A 4415}703,551h2 545.106 • f 660 S 2.500 1j4$0600 - - • _ . - 3 1,333 1,550 yy 3395 • 1 el,Rl S il,tti 23. nw6 C 11Y 1 V4104 0,1 .__ 344.146 - S,4W 5 41b5 - - 4 3755 f 1,332 1e560 1 3.165 - 1 5,365 i 54.356 I 14012 3 Trnbvc C Fyn 1V 1 rf%51M Ia1.196 r •. • } S.�W44 i 1,133 - - 3 4365 4 1.13I. - I • ' - fi,3N 1 6.ba6 5 un0Ca 1 23 lag.:na Atom Caox4 Wale.nf,k4H 341.27 • • • 1 Y165 r 3 1.372 • 3 1.365 - • - 41,205 3 7601 Noa-0C - 1 34 C46 of foe. t45156 - • ' - - S LI20 - / 2.140 1 t.i/2 1 5:560 - S 1.625 S 62233 6 11557 25 Car of I,.iae,a 1t,196 1 690 6 a.120 /I. Ifs 2.,50 -.I I t.111 S [,SW I1 'saes I 1.525. 3 6231-4"1I,1Y'I- Te3S1 13,061,640: S 13,506 4 4,460 $10,000 1 1,000 i 24,A0 $10,190 5 30,920 3 73,010 i S1,2t6 $25,450 S 14,0 0 4 21,4222 1 11,720 1 27,200 4 0,260 1 3,274 4 14,926 3 4,241 S.1,412,179 3 163,213 10916/rul160/o enlea for E00W0 460 Som.W04r4 44243414r 3a116a144 4n0,2/34131 WA 3014066o from t4nn•few 634641,4 Lea atlrrqq rat. �gaaTHla.t 44m,AHktl•4 vale Warn GYMS Exhibit 8 Cost Summary For Development of 202E Liman Water Management Plans gq Optional Tasks and 000IIOeencyham5 pp 5 $< 8: 5 4 s' 3 5 - 3 2 .' T ' ^" g Y s audpe107Dopk.O4 aIA6end.a S...P.k. 2€ s S F s 1,1 vt S l '�t". 1 5: 4 9 r•t ..i ..a 411 g F B g <s Li a rig .9 a•r a;ea .;64 g 5 r ::,A ifI a g $ 2g b5_ 0/5 oey o9s ai . 2F� o$.Fso$€" .,la °rii 02 € :11 o.T o i S53 og"Bcl S4 g Y g it .i y; pp °4 .,la a 2 A,E xA a.a .; 4 � g r 3 0-,-• 0-, .3.u_1-< .-£1.._...�- ..a;...ta.S .r. R u .=R B 1- 5 7 r_a m o Y_-. __�. _5 1. �.�6 h 2, �.tZ $ i;i90 4 660 { ].d0p $ $:D99 $. 2.500 $ 6,416 i 4,$14 5 1,120 $ 16,151 4 M. $ t,74t $ 1,372 1 1,459 1 1.16$ I ].623 1 $,774 I ),b56j1 {.]di : 6115f309 :. - - $ 3.751 $ 1,16# { 10,10 1 6,614 OOWOO aundwol«a 2_ vei 35,5ns NA 540433 $... 040 - • $,,..,I5n0 - 65 S 4.120 $ 2352 - $ 1,372 5 1,560 5 1,3 1 252$ 51,115 25,761 C4o01E t nN tut el 13t*00C1 $49,433 5 2,700 $ 130 1 2,500 • 1__2„,OD - 6 8,129 $ 2,450 3 1,1:2 $ 1,560 $ 1,36S 6 2,32$ $ 3;386 - 45,720 99.317 4 h C4v 6,On315n Qt./ {40,433._,�_ 5 �� $_„_2500 • - $ 5-493 S 1,120 $ 2,50 $ 1265 1 +322'$ 1}40-$ 1,365 - 55,110 24477 t,4$ ye166 P.,. $46,435 $ l60• - - - 1 ,la_ - 1 1,565 44,010 3A17 6 CN410.1n54 _ $40.431 - 6 4,665 - $ 1,306 _ - 45,653-6,220 7 Cd71131*81aa11 550,433 - ^ 5 4765 - - 5 1,372 $ 1,560 4 1,365 1 a436 1,142 6 F2yalT 0° 340,433. 4185 - - • $ 871 :0'115 IIf95 9 Ya,a.' W 1 Drt6Y! 349433 3 1.7M $ 070 • • $ 6,130 • 1..17$"". • $ 7,GW $ f365 _ �0 C00 *2 Ord,1 {$a0<33._ • . $ A.453 • : - _ - 3 �$ $ fi,11f t$i5I 44,In 1 3.214 II 5..10,4525 Ce 1W11•,pylaa1-$o*d3]. - 1 340 486G - [ - $ 1,365 . . 47523 3 7035 12 'RUM 2709 6.11$ • j • - - F 41,2f3 ( III OCW004und0'at a9. 111 v*lh Re°]42ed Water 11 COY of An2710 1y43,562 5 2.103 3 P070 1 5,000 • i 95__- •.,. 1 35041 5 24607$ 1,755 5 1,371 $ 1.560 $ 1,365 ,:1 3,776 6 saes $ 11,112 $ 4#T4E 14 CAy of 30.1561,1kt 341,552 S 030 6s 2500 • • 5 1,120 - 5 3,459 5 1,755 $ 1,371 $ 1;Sti • $ d1004_I_11i522 15 CNV Af NeyggyH•� $11,562 3 27W y---]ids..., • 6 1.120 - 6 2,550, • $ 1.371 • $ 1,%5 $ 2,525 - • - r `a,$14 2f Mal7 70 �Av of$4M.Ora txt 4aa,lof 14W00C) $43;532' 4 7.700 I •840 5 2,500 -1 2,500 - - • $ 15143 }__?45015 4.751 5 1,372 1 1.020 $ I365 - - $ 33$5 . 5 79,312 $ 11,010 7 144,4 Wat.,0.9.1 $41,532 • ... . . 4 4,Oba. S I:3$$ _ • $ 49,413 $ 4,24$ Soulh0ounty Agencies wdhR 4y0kdWatn , to cAI.454 .0 $46101 - s f120 {{ 1175 44 1,5401 1365 - 51,,613� 1j 431_ 19 5a*UM a4Yiai tk(uk! $46,196 • 1 d60 5 2.503 - $ 2,600 • - $ 1372.1 1,560 -• - 5 3:.05 Mg 1 13,1)t 33 5ee0.0 1Wa10,450041 $46,191. - 6 2,500 - 9 4605"- 1755 5 1,672 1 1544 $ 1,165 $ 3.615 • {${ 13,931 $ 14,501. 21 lea.", n4,Ce WM.0.114 4A0.59$ r - - - $ RMo $ 1,155 $ t-386 I 2525 l { 54,301 $,005 22 13,71.04 13500 County Walt M3.403 $4t.311 '5 4.145 $..1,372 • 5 1,146 . ! { 14,914 1 7,642 23 Cdv ei&e. 546 f86 - •.. _ S a.110 ,! 2.4i0 : 5 tl)?• 1,`+W S 3.515 . ,{ t2313 { t3A]I SA C:ty MS>tlada LI= •3 -IW - • r . 1.a,130 • 1 t460 !Y-`117T 5 1, $ 1,$$S$ .1 1` ;;Vri 19,262 T 41,000a010 1 13,500 $10,320_$10,000 5 6.000 $30,000 $10,960 5 35,020 3 73,040 1 31,214 5 24,500 0 14,00 $20;180 5 11,720 6 22,300 5 12,150 $ 3,77S 114,015 5 6,211 1 1,111,217 1 310,327 loge. 114Wa eotA� y6n.Ani." a.w.d 1*.4.35%010021 AGREEMENT FOR SHARING CONSULTANT COSTS FOR 2025 URBAN WATER MANAGEMENT PLANS This AGREEMENT is made and entered into as of, 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. 1 Cost Sharing Agreement for 2025 UWMP WHEREAS, the Participating Agencies share many water supply characteristics, including water sources, regional water management agencies, location, climate history, and demographics; and i d 3 Water Code section 10620, subdivision WHEREAS, pursuant to CaliforniatO( ), 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. Engagement of Consultant and Administration of Consultant Agreement 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. 2 Cost Sharing Agreement for 2025 UWMP 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 andthe 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 3 Cost Sharing Agreement for 2025 UWMP 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 andthe 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. 4 Cost Sharing Agreement for 2025 UWMP 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 5 � Cost Sharing Agreement for 2026VVvMP 11, East Orange County David Youngblood, General Manager Water District East Orange County Water District 18GN. McPherson Rd. ^ Orange, CA928G9 12.City 0fAnaheim Pursuant tV Master Agreement / 13. City of Fountain Valley Ted Bui, Mayor City cf Fountain Valley � 1D2O0 Slater Avenue � Fountain Valley, CA927O8 | � 14. City of Newport Beach Grace Leung, City Manager City of Newport Beach P.{}. Box 17O8 Newport Beach, CAQ2GG3 ] 15. City of Santa Ana Pursuant to MasterAoreement � / 16. City of Huntington Beach Howard JohDe8M, Utilities Manager City ofHuntington Beach � 19DO1 Huntington Street � Huntington Beach, CAQ2G4B-2211 � 17. Mesa Water District Paul Shoenberger, General Manager Mesa Water District � 1985 Placentia Avenue j Costa Mesa, CAA2627-3420 18. Cih/ of8sDC}|�rU�Dt0 AndyHGU. C|tyK8�O�Q�[ � ^ � City of San Clemente . 1O0 Avenida Presidio | San Clemente, CAS2072 � 10. Santa Margarita Water Robert Grantham, General Manager | District Santa Margarita Water District ' 2O111 Antonio Pkmy Ranch Santa Margarita, CA928O8 | | 2O. South Coast Water District Rick Ghin{oku' General Manager South Coast Water District � 31592yVest Street Laguna Beach, C/\ S2051 � 21. Trobuoo Canyon Water Fernando Po|udi. General Manager ! District Trabuoo Canyon VVaterD|atrict | 32003 Dove Canyon Drive ) i Trabuc0 Canyon, CAS287Q � ' | ( O � ` / Cost Sharing Agreement for 2025 UWMP 22. Laguna Beach County Keth Van Der Maaten, General Manager Water District Laguna Beach County Water District 306 3`d 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. 7 Cost Sharing Agreement for 2V2sUVVMP 11. Entins /\qreennont � This Agreement contains the entire agreement of the Parties relating to the subject nlmtte, hereof; and the Parties have mode no agoeemnmnta, repvesantmUonm, or vvornantkas, either written or O[@l, 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 oppnoV8| from ` � � Parties. IN WITNESS WHEREOF, the Parties have hereunto affixed their names as of the day and year thereinafter written, which ehoU be and is the effective date of This Agreement. ' � C Execution Vf Agreement bvParties { 1 K����psdVV�erOim�� ��D�ng� ���� F � ! County Harvey[}e LaTorre, General Manager � Municipal Water District of Orange County / Approved aatoForm: Date: � BV � Joseph Byrne General Counsel 2. City of Buena Park Date: ! Aaron France, City Manager � City of Buena Park � Approved asfoForm: ................. � | o \ ` � / � | / 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 9 Cost Sharing Agreement for 2025 UWMP 5. City of Orange Date: By: Jarad Hildenbrand, City Manager City of Orange Approved as to Form: Date: 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 10 Cost Sharing Agreement for 2025 UWMP 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 11 Cost Sharing Agreement for 2025 UWMP 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 12 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: /e /i /'cam t5 California By: � Pat Burns, Mayor City of Huntington Beach Date: / 14 /21'2 6 Y X.4-1/ ,P#F e vys V/440-1: Lisa Lane Barnes, City Clerk Approved as to Form: Date: l o[ By: Michael Vigliotta, City Attorney 14. Mesa Water District Date: By: Paul Shoenberger, General Manager Mesa Water District Approved as to Form: 13 Cost Sharing Agreement for 2025 UWMP Date: By: District Counsel 15. City of San Clemente Date: By: Andy Hall, City Manager Mana er 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 14 Cost Sharing Agreement for 2025 UWMP 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 15 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 16 Cost Sharing S Agreement for 2025 UWMP rin g g EXHIBIT A Consultant Agreement 17 Cost Sharing Agreement for 2025 UWMP EXHIBIT B Cost Summary for Development of Urban Water Management Plans for 2025 1 i 18