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CC SR 20260203 05 - CIP Procurement Policies and Vendor Management (with links) CITY COUNCIL MEETING DATE: 02/03/2026 AGENDA REPORT AGENDA HEADING: Regular Business AGENDA TITLE: Consider a report on the City’s procurement policies and vendor management practices for Capital Improvement Program (CIP) projects. RECOMMENDED COUNCIL ACTION: (1) Receive and file a report on the City’s procurement policies and vendor management practices for Capital Improvement Program (CIP) projects . FISCAL IMPACT: There is no fiscal impact to receive and file this report. Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Ramzi Awwad, Director of Public Works REVIEWED BY: Vina Ramos, Director of Finance VR APPROVED BY: Ara Mihranian, AICP, City Manager ATTACHED SUPPORTING DOCUMENTS: A. Request for Proposals Template and Instructions (Page A-1) B. Proposal Scoring Sheet Template (Page B-1) C. Cost Estimating Tools for Reviewing PSA Fees (Page C-1) D. Professional Services Agreement Template (Page D-1) E. Detailed Cost Estimating Training (Page E-1) F. Project Status Report Template (Page F-1) G. Construction Daily Report Sample (Page G-1) H. Change Order Template (Page H-1) I. Hardy & Harper Contract Supporting Documents (Page I-1) J. Malcolm Drilling Company Contract Supporting Documents (Page J-1) K. Geo-Logic Associates Contract Supporting Documents (Page K-1) L. Hout Construction Services Contract Supporting Documents (Page L-1) M. Geosyntec Consultants Contract Supporting Documents (Page M-1) N. Clarke Contract Supporting Documents (Page N-1) O. Iteris Contract Supporting Documents (O-1) P. Alfaro Communications Contract Supporting Documents (Page P-1) Q. Chapman Coast Roof Contract Supporting Documents (Page Q-1) R. AMG Associates Contract Supporting Documents (Page R-1) EXECUTIVE SUMMARY: At the November 4, 2025 City Council meeting, Councilmember George Lewis requested a report outlining the City’s procurement policies and vendor management practices for Capital Improvement Program (CIP) projects, including when competitive bidding is used, with examples of the application of those policies on recent large purchases , as summarized below: • The Rancho Palos Verdes Municipal Code and the California Uniform Public Construction Cost Accounting Act governs the method of procurement based on the type of work and value. • Professional services (such engineering, surveying, construction management, etc.) are competitively procured by advertising a Request for Proposals and selecting the proposal of most qualified firm (based on experience and skill), then negotiating a fair and reasonable fee through a detailed evaluation of the proposed tasks and associated compensation. • Public projects (such as construction, reconstruction, alteration, etc.) are competitively procured based on the value of the work ▪ Level 1 – up to $75,000 – two to three informal verbal or written quotes. ▪ Level 2 – $75,000 to $220,000 – minimum of three informal verbal or written bids. ▪ Level 3 – $220,000 or more – formal bids. • Emergency work (such as a situation requiring that a public facility be repaired or replaced to permit continued operation or to avoid danger to life or property) is competitively procured based on best value. • Staff perform an internal or contracted third -party independent cost estimate to determine that vendor’s proposed cost is fair and reasonable before recommending award of an agreement. • Staff manage vendors using a variety of tools including deploying on -site construction managers/inspectors to document work performed, enforce contract requirements, and review and verify that the work purported to have been performed in an invoice was satisfactorily performed before making payment. • As a local government agency, the City is subject to an annual independent audit whereby the City’s independent auditor reviews the City’s internal control processes and related financial transactions; including the City’s RFP process and contract awards. The audit results year-over-year demonstrate that the City is consistently in compliance with its established policies. BACKGROUND: At the November 4, 2025 City Council meeting, Councilmember George Lewis requested a report outlining the City’s procurement policies and vendor management practices for Capital Improvement Program (CIP) projects, including when competitive bidding is used, with examples of the application of those policies on recent large purchases. Councilmember Lewis stated that such a report could show the public how the City makes purchasing and vendor management decisions, along with contract management and oversight practices, with the City’s fiscal interest in mind. Most CIP projects, especially larger ones, are developed and implemented by the Public Works Departments. Therefore, this report is written for the City’s Public Works CIP projects. DISCUSSION: Procurement Policies The City’s purchasing policy is set forth in Rancho Palos Verdes Municipal Code (RPVMC) Chapter 2.44 – Purchasing Ordinance. The ordinance states that “it shall be the policy of the city to secure services, supplies and equipment at the lowest possible cost commensurate with quality needed, to exercise positive financial control over purchases and to assure the quality of purchases”. The ordinance was also adopted pursuant to the Uniform Public Construction Cost Accounting Act, codified as § 22000 et seq. of the California Public Contracts Code (UPCCAA). The UPCCAA provides specific procedures for the bidding of public projects based on the dollar amount for the project. The ordinance states the procedures for “public projects” means “construction, reconstruction, erection, alteration, renovation, improvement, demolition, installation, and repair work involving any publicly owned, lease, or operate facility”, and explicitly excluding maintenance work, shall be governed by RPVMC Chapter 2.42 – Public Projects. The application of these sections of Chapter 2 of the RPVMC to CIP projects results in a division of purchasing into three major categories: • Professional Services • Public Projects (Construction/Reconstruction/Renovation) • Emergency Work A summary chart of the procedures, also including the procurement of supplies and maintenance services, has been developed by the Finance Department for use by Staff in all departments and is shown on the following page: continued on the next page Summary of Purchasing Ordinance 618 Professional Services Professional services are generally defined as land surveying, engineering, architectural, environmental, project management, construction management, construction inspection, and similar and related services for the purposes of the CIP. When procuring professional services, Staff recognize that the cheapest professional service firm may have a lower up-front cost; however, the total life-cycle cost of a project designed by the cheapest firm may be significantly higher because lower technical expertise may lead to higher construction costs, additional change orders, and lower overall quality with increased maintenance burdens. Therefore, the City practices Qualifications Based Selection (QBS), which is a competitive process whereby professional services are procured based on qualifications and experience, at a fair and reasonable price. RPVMC § 2.44.070 states that the procedures of RPVMC § 2.44.050 shall not apply to the procurement of specific professional services such as architects, engineers, or other similarly licensed professionals and that due to the nature of the services, bidding is not likely to result in the greatest benefit to the City. Therefore, QBS conforms to RPVMC. Additionally, QBS conforms to California Government Code Chapter 10: Contracts with Private Architects, Engineering, Land Surveying, and Construction Project Management Firms [Section 4525 – 4529.5]; because it states that selection for professional services of architects, engineers, and similar professionals shall be on the basis of demonstrated competence and on the professional qualifications necessary for satisfactory performance of the services at a fair and reasonable price. Minimum Requirements Supplies & Equipment Maintenance Professional Services Other Professional & Misc. Services Public Projects Purchase Order (PO)$3,000 and above $3,000 and above $3,000 and above $3,000 and above $3,000 and above Informal Bid $3,000 - $25,000 $3,000 - $25,000 $3,000 - $25,000 Specific Licensed Services are Exempt $3,000 - $25,000 Specific Licensed Services are Exempt Level 1: up to $75,000 (no bid) Level 2: $75,000-$220,000 (informal bid) Formal Bid Level 3: above $220,000 Contracts $3,000 - $25,000 (Use PO as the City's Contract) Contract verified by the City Attorney City Council Approval - Purchases and Contracts Above $25,000 per vendor, per fiscal year Contract verified by the City Attorney May require RFP or RFQ (see Ordinance 618, Section 2.44.050) $3,000 - $25,000 City Manager Authority May use PO/Short Form/Long Form verified by the City *Formal Bids refer to Public Projects under Section 22032 of the Public Contract Code governmed by the State Controller or the State Legislature. *Exceptions to competitive bidding may apply in emergencies for repairs necessary to avoid danger to life or property, in accordance with the City's Purchasing Ordinance No. 18 and Section 22035 of the CA Public Contract Code. The competitive procurement process for professional services is outlined in the steps below. The overall process typically has a duration of three to four months, barring unusual circumstances. 1. Prepare Request for Proposals (RFP) The competitive procurement process begins with Staff preparing an RFP stating the project objective, scope of work, resultant deliverables, schedule expectation, qualifications and selection criteria with weights, and special requirements. Standard language in the City’s RFP template states that prospective proposers should include in their proposal any modifications, additions, or innovations that they believe will best result in accomplishing the project objective . To ensure that the City issues high quality RFPs, Public Works Staff are trained on RFPs and are required to use a template that includes instructions (Attachment A). 2. Issue RFP To ensure robust responses to RFPs; Staff advertise RFPs on a website used by local government agency vendors for solicitations, PlanetBids. Additionally, Staff issue RFPs to vendors that have expressed interest in related services, are otherwise known to perform similar scopes of work. For minor projects, the distribution list may be smaller and more focused so that the process can be completed more quickly. If an insufficient number of proposals are received; Staff may reach out to industry to learn why firms did not submit proposals and accordingly revise the proposal for re- issuance until sufficient proposals are received, or an exception can be justified. 3. Evaluation of Proposals Staff then form a selection committee, typically consisting of three to five members, to score the submitted proposals. The selection committee is typically comprised of subject matter experts within the relevant department that can judge a firm’s experience on prior similar projects; but can also include managers from other departments, City leadership, or even external partners (such as Caltrans) to assure that stakeholder perspectives or political priorities are appropriately factored into the selection process. The selection committee members independently score each proposal according to the criteria and weights listed in the RFP using a standardized scoring sheet (Attachment B). The selection committee then meets as a group to discuss the proposals and scores. Each selection committee member may then adjust their score based on insights from the other members. The scores for each selection criterion are multiplied by the relative weight of that criterion to calculate the highest scoring firm. For larger or more complex projects, the selection committee may interview a group Prepare Request for Proposals (RFP) Issue RFP Evaluate Proposals Negotiate Fee w/ Top Firm Present Agreement to City Manager or Council for Approval of firms whose weighted scores distinguish them as a higher tier than the other firms. After the interviews, each panel member may again adjust their score based on information learned in the interviews. The final weighted scores are calculated, and the highest scoring firm is identified. 4. Negotiate Fee Staff meet with the highest scoring firm to refine the scope of work and deliverables based on any modifications indicated in the selected proposal. Once the scope is finalized, the highest scoring firm is then requested to submit a fee proposal to perform the work. The fee proposal is required to include sufficient detail such that a mathematical evaluation can be made as to whether the fee is fair and reasonable. Typically, this means a breakdown of staffing and hours proposed for each task/sub- task. Staff then evaluate whether the appropriate levels of staff and the appropriate number of hours are applied to each task /sub-task. For example, Staff will judge whether a particular activity requires a senior engineer or whether it could be performed by a junior engineer; and whether the number of hours needed is appropriate for the task. Finally, Staff compare the rates for each proposed personnel category to determine if it is consistent with market rates as seen from other vendors working for the City or nearby jurisdictions under similar personnel categories. Public Works Staff have been trained in reviewing professional services fees based on the attached guideline document (Attachment C). For certain projects, especially larger and more complex projects, outside firms specializing in independent cost estimating are used to evaluate professional services fees. If Staff determine that a proposed fee is not fair and reasonable based on a mathematical analysis, the proposing firm is asked to revise their fee proposal. Staff may approve a proposal where some tasks are above market rate when they are offset by other tasks that are below market rate. If an acceptable revision to the fee proposal is not made, Staff will then negotiate a fee with the next highest scoring firm and continue the process until a firm provides fair and reasonable fee proposal. Staff notes that there is particular emphasis on an impartial analysis of the proposed cost estimate of a vendor where the initial proposed fee is not simply accepted. Staff or a contracted consultant perform a detailed review of the proposed fee and negot iate accordingly. The City’s goal is to achieve the best possible price for the City without compromising the quality of the work product. 5. Execution of Professional Services Agreement The final step in procuring professional services is the preparation and execution of a type of contractual agreement, called a professional services agreement (PSA). The PSA will detail the scope of services, deliverables, schedule, fee , and any special conditions. The vendor may not exceed the contractual budget stated in the PSA without prior written authorization from the City, which is only given when conditions not previously known arise as detailed in the Vendor Management section of this report. A City Attorney approved template is used for PSAs (Attachment D). For any agreement with a sum of $25,000 or more in one fiscal year, the agreement is presented to the City Council for consideration and approval. RVPMC authorizes the City Manager to enter into agreements valued under $25,000 per fiscal year per vendor. Public Projects Public projects are generally defined as the construction, reconstruction, alteration, renovation, or improvement of any publicly owned or operated facility such as a building, structure, utility system, street and highway, or other public work improvement. Unlike professional services, Public Contract Code § 22000 requires local government agencies to award public projects to the lowest bidder, with limited exceptions. Whereas each vendor may have a unique approach to professional services; public projects must be completed by any vendor in accordance with the exact same engineering drawings, specifications, and conditions. As such, the price of each bidder will be for the same exact end-product. Therefore, public bidding can reduce the likelihood of corruption, misuse of public funds, or collusion; and can facilitate market competition. RPVMC Chapter 2.42 – Public Projects states that there are three levels to public projects, each with distinct requirements based on the total value of the work as categorized in Public Contract Code §§ 22032 and 22037. Following are the levels and their requirements: Level 1: Projects Up to $75,000 RPVMC states that these projects may be awarded by negotiated contract or purchase order without competitive bidding. However, it is the practice of the Public Works Department to follow Level 2 requirements (see below) for all but the smallest Level 1 projects, typically $25,000 or less. For these smaller Level 1 projects, Staff typically perform an independent cost estimate (ICE) to assure that the proposed price is fair and reasonable. The ICE may consist of comparing the price to recent similar work or preparing an independent estimate of the labor, materials, and equipment needed to complete the work. Public Works Staff have received specialized training in how to analyze the construction costs with reference materia l. (Attachment E) A contract award or purchase order to the lowest bidder is recommended for consideration (to the City Manager for contracts under $25,000 and to the City Council for contracts above $25,000) if the Public Works Director determines that such action is in the best interest of the City. The City may reject all bids or waive any irregularities or informalities in any bid or bidding. Level 2: Projects Between $75,000 to $220,000 These projects require informal bidding by competitive oral or written bidding, unless only one or two sources are available for the project type. For oral bidding, a minimum of three bids is solicited and a memorandum to file is prepared documenting the identity of bidders and the bid amounts. For written bidding, a notice inviting informal bids with specifications of the work is issued to a minimum of three prospective bidders who have expressed interest or are otherwise known to perform similar public projects. For Level 2 projects, a notice inviting bids is often advertised on the website, PlanetBids, commonly used by local government agency vendors for solicitation documents. A contract award to the lowest bidder is recommended for consideration (to the City Manager for contracts under $25,000 and to the City Council for contracts above $25,000) if the Public Works Director determines that such action is in the best interest of the City. The City may reject all bids or waive any irregularities or informalities in any bid or bidding. Level 3: Projects Above $220,000 With the exception of emergency situations requiring a public facility to be repaired or replaced to avoid danger to life or property, projects in this category are required to follow the formal bidding process as outlined in the steps below: 1. Prepare Bid Documents The bidding process begins with the preparation of engineered plans detailing the components, locations, dimensions, etc. of the project and technical specifications prescribing materials and installation requirements . The plans and specifications are used to calculate the estimated quantity of work by category. Together, these three documents are typically called the plans, specifications, and estimates (PS&E). Next, General provisions such as bonding and insurance requirements, applicable codes/laws, schedules, work hours, etc. are added to the PS&E set along with special provisions such as construction logistics constraints. Finally, the cover sheet, instructions to bidders, bid form where each bidder provides their price in the exact same manner, and construction contract to be signed by the successful bidder are compiled to complete the bid documents package. 2. Advertise Notice Inviting Bids A formal public Notice Inviting Bids is advertised, typically on PlanetBids, a website used by local government agency vendors for solicitation documents. Additionally, the Notice Inviting Bids is sent to vendors that have expressed interest or are otherwise known to perform similar public projects. Bids are typically advertised for around 30 days; however, that could be shorter (but no less than 10 days) or longer in rare circumstances. Prospective bidders are afforded an opportunity to ask questions if any elements of the PS&E or conditions are not clear. Responses to clarifications are issued publicly so that all prospective bidders have the same exact information. Prepare Bid Documents Advertise Notice Inviting Bids Recieve & Evaluate Bids Present Contract to City Council for Approval 3. Receive and Evaluate Bids Bids must be received by the advertised deadline to be accepted so that all prospective bidders are afforded the exact same amount of time to prepare their bids. A bid tabulation is performed whereby the total bid of each bidder is compared in order to identify the lowest bidder. The bid of the lowest apparent bidder is then further evaluated to ensure that it adheres to the submission requirements such as minimum project experience with references, debarment status, etc. 4. Award Contract Finally, the bid results are presented to the City Council for their consideration, and if approved, the lowest bidder is required to enter into a construction contract, in a form approved by the City Attorney, for the project. Emergency Work RPVMC § 2.42.060 – Exceptions to Competitive Bid Requirement states that if an emergency situation requires that a public facility be repaired or replaced to permit the continued conduct of the operation or services of the City or to avoid danger to life or property, the City Council may proceed to replace or repair the facility in accordance with the provisions of the Public Contract Code § 22035 or any successor statute thereto. Public Contract Code § 22035 allows the governing body to replace or repair any public facility without giving notice for bids in cases of emergency. It also requires the City Manager and Director of Public Works to report to the City Council at its next regular meeting the reasons justifying why the emergency existed and why action outside of the normal bidding process was necessary to respond to the emergency. Furthermore , it states that the City Council shall, at every regularly scheduled meeting thereafter, consider and reaffirm that there is a need to continue to remediate the emergency until the authorized emergency repairs have been completed by 4/5 vote. Staff recognize that it is possible certain vendors may seek to take advantage of an emergency situation by charging unreasonable prices. Therefore, e ven in cases of an emergency, Staff do not simply accept a vendor’s price. In emergency situations, Staff will first attempt to use an existing emergency contract from another jurisdiction. For example, Los Angeles County Public Works has emergency contracts with certain vendors for certain services such as emergency drainage pipe repair/replacement. When available in a timely manner, a vendor with an existing competitively procured contract with established rates is used. When an existing emergency contract with another jurisdiction is not available, Staff will attempt to solicit proposals from multiple vendors for both price and response time. Staff will perform an independent cost estimate (ICE) of proposals to ensure that they are fair and reasonable. The ICE may consist of comparing the price to recent similar work; preparing an independent estimate of the labor, materials, and equipment needed to complete the work; or hiring a third-party company to analyze the cost. Staff also consider response time because if a vendor has a lower price but cannot respond in an acceptable time frame, the higher priced proposal may be selected – so long as it is fair and reasonable as per the ICE. For longer-term emergency responses such as the Greater Portuguese Bend -Ancient Altamira Landslide Emergency Stabilization effort, other factors may be considered. This includes assigning work to multiple vendors within similar price ranges so the City is not reliant on only one vendor and can be sure to have a roster of engaged vendors that can perform work in a timely manner when needed. The assignments are based on on-call contracts approved by the City Council on July 1, 2025 for various work categories. This means that when the need for certain work arises, such as re -drilling of a sheared dewatering well, Staff will request proposals from multiple vendors awarded on -call contracts by the City Council and assign the work based on the lowest cost, appropriate availability, and continued engagement of multiple vendors. Vendor Management Practices Staff proactively manage the purchasing process using internal controls processes as well as best practices in project management and record keeping. Additionally, the purchasing ordinance includes certain approval requirements for changes to contractual agreements approved by the City Manager or City Council. Internal Control Process In accordance with generally accepted accounting principles, the City has established an internal control process for all purchases, using the purchasing ordinance as the basis for the review and approval process. The approval process begins at the departmental level, with purchasing requirements reviewed and verified by the Finance Department. Approval authority is determined based on established dollar thresholds for purchase orders. All purchase orders and invoic e payments are then reviewed and verified through the City’s established workflow controls. As a local government agency, the City is subject to an annual independent audit. As part of the annual audit, the City’s independent auditor reviews the City’s internal control processes and related financial transactions. The City’s RFP process and contract awards are included in audit testing to verify with the City’s internal control process is being followed. The audit results year-over-year demonstrate that the City is consistently in compliance with its established policies. Project Management As part of proactive project management, Staff track the progress of the vendor’s work to make sure that the project is progressing on schedule and within budget. Regular tracking is essential to identifying problems as early as possible so there is an opportunity to intervene before it is too late. It is Public Works’ practice to document project status at regular intervals (typically on a weekly basis) using the Project Status Report template (Attachment F), or another approved similar form. The P roject Status Report focuses on schedule and budget information. When a project is in construction, daily construction reports are also required to detail conditions and work performed (Attachment G). Change Orders Vendors are only paid the compensation amount in the signed contractual agreement even if they underestimated the level of effort, were inefficient, or for some other reason could not perform the work for the agreed upon fee. There may be cases where additional work is needed that were not envisioned when the scope of work was developed. This can be when the City determines that it is beneficial to carry out related work that was not previously included. For example, a project may be replacing certain components of a traffic signal and Staff may find that they overlooked replacing another component that could also benefit from an upgrade for optimal overall signal function. However, additional work is most often needed because conditions emerge that were not apparent at the time the scope was developed. Typically, this happens during construction, especially when subsurface conditions that were not previously known are discovered. For example, when excavating to install proposed infrastructure, it may become apparent that soils are unsuitable and need to be replaced. In such cases, a change to the contractual agreement is required, which is called a “change order”. Any additional compensation to a vendor due to a City-initiated scope change or verified unknown condition, a fully executed change order is required before any work is performed; and the change order amount must be within the contingency limit set by the City Manager or City Council upon contract award. Change orders require the approval of the Contract Officer, Public Works Director, Finance Director, and City Manager per contract award. The City uses a change order package template consisting of three components, and staff have been trained in its use (Attachment H): • Change Order Memo – creates a record of the new work with a justification of why it is needed, mathematically analyzes the cost to make sure it is fair and reasonable, and assesses the impact on the schedule to make sure that any schedule extensions are allowable. Staff will perform an independent cost estimate (ICE) of proposed change orders to ensure that the cost is fair and reasonable. • Change Order Form – formalizes the change order and incorporates it into the contract by reference. • Summary Sheet – summarizes all change orders to date including cost and schedule so that the remaining contingency can be monitored. When Staff desire to expand the scope of a contract, or when an unknown condition results in a cost increase above the contingency amount authorized by the City Council, a contract amendment approved by the City Council is required. Invoice Payment As vendors complete work, they typically submit applications for payment of the portion of the work completed. Before approving payment, Staff scrutinize invoices to ensure that the line-item quantities and prices correspond to the contractual agreement. Staff also review the work product to ensure that the work purported to have been performed has been satisfactorily performed and that the deliverables have been received. Staff approve invoices for payment only after approving the work, verifying the amounts claimed, and ensuring that other elements of the invoice are correct. Contract Close-out Once all work is complete and all final deliverables are received to the satisfaction of the City, the vendor will apply for final payment. In cases of public projects approved by the City Council, a Notice of Completion is filed to inform the City Council that the contract will be closed once the City is assured there are no outstanding claims for the contract. Application of Procurement Policies and Vendor Management Practices on Recent Large Purchases To provide examples of the application of procurement and vendor management practices on recent Council-approved large purchases, Staff identified the vendors from which the largest CIP purchases were made over the past few years. Considering the magnitude of the Landslide Emergency Stabilization effort, the largest purchases over the past few years have been related to that work. Therefore, to provide representative sample, the list of large purchases was adjusted to include some examples beyond the Landslide Emergency Stabilization effort. Below is list of each of those vendors along with a description of the purchases and how procurement policies and vendor management practices were applied. Palos Verdes Drive South Emergency Repairs • Description of Work: Palos Verdes Drive South emergency repairs in the landslide area • Vendor: Hardy & Harper, Inc. • Value of Purchase: Not-to-Exceed $2,200,000 (work is in progress) • Purchase Type: Emergency Work (Maintenance) • Solicitation Method: Best value maintenance • Method of Determining Fair & Reasonable Cost: The proposed prices for the most commonly used line items were compared to recent work performed in the City and found to be lower; therefore, the cost was determined to be fair and reasonable. (Attachment I-1) • Vendor Management: An on-site construction manager/inspector is deployed during active construction to document work performed, enforce the contract requirements, and review and verify that invoices (Attachment I-2) are in accordance with the contract. Landslide Emergency Stabilization Dewatering Wells and Winterization • Description of Work: Installation of DDWs 1 through 5 and installation of piezometer monitoring wells P-1 through 3. • Vendor: Malcolm Drilling Company, Inc. • Value of Purchase: Lump Sum $1,617,487 • Purchase Type: Emergency Work Contract • Solicitation Method: On May 7, 2024, the City Council approved entering into a public works agreement with this vendor. This approval was supported by the City’s Engineering Geologist Consultant evaluating the qualifications and schedule of multiple vendors. (Attachment J-1) • Method of Determining Fair & Reasonable Cost: The City hired a consultant estimator to perform an ICE, make recommendations, and document findings. When the contractor’s proposed price was 5% higher than the ICE, the City project team entered further negotiations with the contractor until the price difference was within the above- described margin. The contracted construction manager, in coordination with the Public Works Deputy Director, prepared a memo documenting the procurement and the cost controls employed to demonstrate that the City project team negotiated a fair and reasonable price for the work (Attachment J-2). • Vendor Management: An on-site construction manager/inspector was deployed during active construction to document work performed, enforce the contract requirements, and review and verify that invoices (Attachment J-3) were in accordance with the contract. Portuguese Bend Landslide Remediation Final Engineering • Description of Work: Preparation of final engineering, environmental documents, and related services for construction of the Portuguese Bend Landslide Remediation Project • Vendor: Geologic Associates, Inc. (GLA) • Value of Purchase: Lump sum $460,685 with contingency of $69,103 (work is in progress) • Purchase Type: Professional Services • Solicitation Method: On December 18, 2018, after a qualifications based competitive procurement, the City Council awarded a PSA to Daniel B. Stephens & Associates, Inc., a subsidiary of GLA, who then prepared concept plans for the Portuguese Bend Landslide Remediation Project. Subsequently, GLA prepared emergency stabilization measures given their unique knowledge of the project area . On August 19, 2025 (corrected on September 16, 2025), the City Council awarded a PSA to GLA for final engineering of the revised Portuguese Bend Landslide Remediation project on the basis of their lower cost as well as their ability to complete the final engineering most quickly due to their unique knowledge of the project area current conditions due to their work on emergency stabilization. • Method of Determining Fair & Reasonable Cost: The City hired a consultant estimator to perform an ICE, make recommendations, and document findings. The consultant estimator concluded that although the costs for certain line items were higher than recommended, this was balanced out by other line items, and the total lump sum price was found to be fair and reasonable. (Attachment K-1) • Vendor Management: Meetings are held with the vendor on at least a monthly basis, interim work product is reviewed, and invoices are reviewed (Attachment K-2) to ensure that work purported to have been performed was satisfactorily performed before payment is made. Landslide Emergency Stabilization Construction Management and Inspection • Description of Work: Construction Management and Inspection Services for Landslide Emergency Stabilization in Fiscal Year 2024-25 • Vendor: Hout Construction Services, Inc. • Value of Purchase: Not-to-Exceed $641,128 including contract amendments • Purchase Type: Professional Services • Solicitation Method: On February 15, 2022, the City Council awarded a PSA supported by a QBS competitive procurement of professional services for Landslide Program Management as detailed in the February 15, 2022 City Council staff report. This competitive solicitation was continued for Landslide Emergency Stabilization professional services including construction management because this vendor was uniquely positioned to effectively provide construction management services given their in-depth knowledge of the Landslide Complex having served as the program manager for several years up to that time. • Method of Determining Fair & Reasonable Cost : Staff compared proposed rates provided with similar services for construction management and inspection services on the City’s on-call construction management and inspection services contract. (Attachment L-1). Additionally, Staff confirmed that the hours projected were appropriate for the construction scope and schedule for which these services would be used. The final negotiated rates are reflected in the agreement. • Vendor Management: Staff held weekly meetings (at minimum) with the vendor to monitor progress and the level of effort of all project activities. Staff reviewed monthly invoices to confirm the rates listed were in accordance with the agreement, and hours charged were appropriate based on the construction contractor activity and tasks assigned by City staff (Attachment L-2). Landslide Hydrology and Hydraulics Study • Description of Work: Hydrology and hydraulics study of landslide complex • Vendor: Geosyntec Consultants, Inc. (Geosyntec) • Value of Purchase: Lump Sum $1,100,200 with contingency of $165,030 (work is in progress) • Purchase Type: Professional Services • Solicitation Method: On September 16, 2025, the City Council awarded a PSA to Geosyntec for a landslide hydrology and hydraulics study after a qualifications based competitive procurement process. The solicitation process is detailed in the May 6, 2025 City Council staff report. • Method of Determining Fair & Reasonable Cost: The City hired a consultant estimator to perform an ICE, make recommendations, and document findings. The consultant estimator concluded that although the costs for certain line items were higher than recommended, this was balanced out by other line items, and the total lump sum price was found to be fair and reasonable. (Attachment M-1) • Vendor Management: Meetings are held with the vendor at least every two weeks, progress reports are submitted by the vendor, interim work product is reviewed, and invoices are reviewed (Attachment M-2) to ensure that work purported to have been performed was satisfactorily performed before payment is made. Landslide Emergency Stabilization Winterization • Description of Work: Altamira Canyon Winterization for Fiscal Year 2025-26 • Vendor: Clarke Contracting Corporation • Value of Purchase: Lump Sum $1,152,772.00 (work is in progress) • Purchase Type: Emergency Work On-Call Contract • Solicitation Method: Proposals for the scope of work were solicited by Staff from multiple on-call emergency work contractors. The contractor was selected based on responsiveness to bid proposal requirements and best value to the City including ability to meet schedule, as documented in a Record of Selection. (Attachment N-1) Staff notes that there are currently only two capable contractors willing to perform this type of work within the Landslide Complex, whereas there are many contractors for other capital projects outside of the Landslide Complex. • Method of Determining Fair & Reasonable Cost: Market rate determined by comparing two quotes considering the totality of the proposal, especially the hourly rates considering the high likelihood of significant unknown conditions, which is documented in a Record of Selection. (Attachment N-1) • Vendor Management: An on-site construction manager/inspector is deployed during active construction to document work performed, enforce the contract requirements, and review and verify that invoices (Attachment N-2) are in accordance with the contract. Western Avenue Traffic Flow Improvements Final Engineering • Description of Work: Final engineering, construction bidding, construction support, and associated services for the Western Avenue Traffic Flow Improvements project. • Vendor: Iteris, Inc. (Iteris) • Value of Purchase: Not-to-exceed $508,820 with $76,323 contingency (work is in progress) • Purchase Type: Professional services • Solicitation Method: On November 19, 2024, the City Council awarded a PSA to Iteris for final engineering and construction support for the Western Avenue Traffic Flow Improvements project after a qualifications based competitive procurement process . The solicitation process is detailed in the November 19, 2024 City Council staff report. • Method of Determining Fair & Reasonable Cost: The City’s contracted project manager performed an analysis of the proposed fee, negotiated the cost against the scope, and concluded with a recommendation to proceed with a not-to-exceed contract amount. (Attachment O-1) • Vendor Management: Meetings are held with the vendor at least every two weeks, progress reports are submitted by the vendor, interim work product is reviewed, and invoices are reviewed to ensure that work purported to have been performed was satisfactorily performed before payment is made. (Attachment O-2) Hawthorne at Eddinghill/Seamount Left Turn Arrow • Description of Work: Construction of a left-turn arrow signal for Hawthorne Boulevard at the intersection with Eddinghill Drive/Seamount Drive. • Vendor: Alfaro Communications Construction, Inc. (Alfaro) • Value of Purchase: Lump Sum $570,968 with contingency of $57,097 • Purchase Type: Formal bid • Solicitation Method: On March 4, 2025, the City Council awarded a construction contract to Alfaro, the lowest responsive and qualified bidder, after a formal notice inviting bids was advertised on PlanetBids for construction of the left turn arrow signal for Hawthorne Boulevard at the intersection with Eddinghill Drive/Seamount Drive and associated signal improvements. The solicitation process is detailed in the March 4, 2025 City Council staff report. • Method of Determining Fair & Reasonable Cost: Sealed low bid • Vendor Management: An on-site construction manager/inspector was deployed during active construction to document work performed, enforce the contract requirements, and review and verify that invoices were in accordance with the contract. (Attachment P-1) Hesse Park Roof Replacement • Description of Work: Replacement of the roof at Hesse Park • Vendor: Chapman Coast Roof Co, Inc. (Chapman) • Value of Purchase: $421,940 with a contingency of $42,194 • Purchase Type: Formal bid • Solicitation Method: On February 4, 2025, the City Council awarded a construction contract to Chapman, the lowest responsive and qualified bidder, after a formal notice inviting bids was advertised on PlanetBids for construction of the replacement of the Hesse Park roof and associated work. The solicitation process is detailed in the February 4, 2025 City Council staff report. • Method of Determining Fair & Reasonable Cost: Sealed low bid • Vendor Management: An on-site construction manager/inspector was deployed during active construction to document work performed, enforce the contract requirements, and review and verify that invoices were in accordance with the contract. (Attachment Q) Ladera Linda Community Park • Description of Work: Construction of the new Ladera Linda Community Park • Vendor: AMG & Associates, Inc. (AMG) • Value of Purchase: $13,721,000 with a contingency of $1,029,075 • Purchase Type: Formal bid with pre-qualified vendors • Solicitation Method: On March 1, 2022, the City Council awarded a construction contract to AMG, the lowest responsive and qualified bidder, after a formal notice inviting bids was advertised for construction of the new Ladera Linda Community Park. The solicitation process is detailed in the March 1, 2022 City Council staff report. • Method of Determining Fair & Reasonable Cost: Sealed low bid • Vendor Management: An on-site construction manager was deployed during active construction to document work performed, enforce the contract requirements, and review and verify that invoices were in accordance with the contract. (Attachment R) ADDITIONAL INFORMATION: On-Call Pre-Qualified Professional Services Agreements The City often requires very similar professional services which can lead to a significant amount of staff time being spent on repeated procurements for similar services. Therefore, establishing a competitively procured pre -qualified on-call list of vendors for commonly used professional services reduces staff time spent soliciting proposals, reviewing qualifications, evaluating proposals, negotiating fees and contract terms, and awarding contracts for each individual work assignment . This allows Staff to instead use its limited time to focus on project delivery by significantly reducing repeated solicitations of proposals for similar work. Establishing a pre-qualified on-call list does not obligate the City at any time to request any work from any company nor expend any funds. On-call contracts cannot be used unless the City Council first appropriates a project budget or operating budget. These contracts are only a mechanism for Staff to procure work once the Council has approved funding. The Public Works Department currently uses on-call agreements that were competitively procured using the procedures outlined earlier in this report and approved by the City Council for the following services: • General Civil Engineering • Transportation/Traffic Engineering • Project Management • Construction Management and Inspection CONCLUSION: At the November 4, 2025 City Council meeting, Councilmember George Lewis requested a report outlining the City’s procurement policies and vendor management practices for CIP projects, including when competitive bidding is used, with examples of the application of those policies on recent large purchases. Based on the foregoing, the City Council is being asked to receive and file a report on the City’s procurement policies and vendor management practices for Capital Improvement Program (CIP) projects . ALTERNATIVES: In addition to Staff recommendation, the following alternative actions are available for the City Council’s consideration: 1. Identify the need for additional information and direct staff to return at a future meeting. 2. Take other action as the City Council deems appropriate.