Water Forum 1330 21st Street, Suite 103 Sacramento, CA 95811 Phone: 916-808-1993

REQUEST FOR QUALIFICATIONS

FOR

FISCAL YEAR 2027-2031 ON-CALL CONSULTANT SERVICES

FOR THE WATER FORUM

August 2026

Bid #: Q27141051001

Ashlee Casey, Executive Director

STATEMENT OF QUALIFICATIONS DUE BY

September 21, 2026

3:00 PM

WATER FORUM

REQUEST FOR QUALIFICATIONS FOR ON-CALL PROFESSIONAL SERVICES

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Table of Contents

1. Introduction Page 3

2. Scope of Services Page 4

3. Statement of Qualifications Submissions Page 6

4. Applicable Ordinances and Programs Page 10

5. Evaluation Procedures Page 11

6. Administrative Requirements Page 12

7. Sample Professional Services Agreements Page 17

8. Attachments Page 18

Attachments (Must be submitted with Statement of Qualifications package) Attachment 1 – Statement of Qualifications Cover Sheet Page 19 Attachment 2 – Statement of Qualifications Signature Form Page 20

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1. Introduction

The Water Forum is seeking qualified firms to provide a Statement of Qualification (SOQ) for on-call professional services. The Water Forum is administratively a department of the City of Sacramento and follows City policy and guidance for all legal, procurement, insurance, and contractual matters. Proposers to this Request for Qualifications (RFQ) must demonstrate experience and capacity to deliver the services offered, as well as sufficient understanding of Water Form needs and the ability to scope and deliver professional services in an as needed and timely manner. The on-call list will be used for the next five City Fiscal Years (October 2026 – June 2031).

The Water Forum is a collaborative partnership of water providers, environmental organizations, business leaders, local governments, and community stakeholders working together to balance the water needs of the Sacramento region and the lower American River. Established in 2000 through the landmark original agreement and affirmed through the recently updated Water Forum 2050 Agreement, the Water Forum brings together diverse interests to pursue two coequal goals: providing a reliable and safe water supply for the region’s economy and preserving the fishery, wildlife, recreational, and aesthetic values of the lower American River. The Water Forum develops and implements cooperative solutions related to water management, river flows, habitat enhancement, groundwater management, and long-term regional resilience. Its collaborative model is widely recognized as a successful example of consensus-based water management in California.

In response to the Request for Qualifications, the Water Forum anticipates receiving competitive pricing as well as an assurance of quality services.

The Water Forum intends to award multiple contracts and may add subsequent contracts at a later date as necessary to meet Water Forum’s needs for the following five categories:

Water Resources Planning, Analysis, and Technical Support Habitat Restoration Technical Analysis, Design, and Engineering Science and Monitoring Outreach Strategy, Stakeholder Engagement and Communications Environmental Compliance, Permitting, and Documentation.

After the review and scoring process, up to five firms per category will be selected and placed on the on-call list. Individual professional services agreements for firms on the on-call list would generally range from approximately $5,000 to $249,999 depending on project scope and complexity and could be more than $249,999.

Tentative Consultant Selection Schedule Publish Request for Qualifications August 24, 2026 Statement of Qualifications Due Date September 21, 2026 at 3:00 PM Consult Notification of Selection to List October 8, 2026

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2. Scope of Services

The Water Forum seeks firms that will provide the services described below, which are grouped into broad categories of services with subcategories. Proposals are not expected to be responsive to all subcategories of services within one category and may choose to focus on specific subcategories.

1. Water Resources Planning, Analysis, and Technical Support

a) Hydrologic Analyses and Technical Support

Provide hydrologic and operations modeling and analysis to evaluate impacts of various actions on systemwide, regional, and lower American River conditions, Central Valley Project and State Water Project operations, and hydropower generation. Services include flow and temperature analysis, assessment of the Water Forum’s Flow Management Standard, development of mitigation strategies for fisheries, and technical support for planning documents. Also includes data synthesis, reporting, and stakeholder materials and engagement.

Services may also include climate resiliency advising, evaluation of drought and project-related impacts (i.e., FIRO, FloodMAR, reservoir operations, conjunctive use), regulatory considerations, and independent review and advisory support for Water Forum decision-making.

b) Groundwater Technical Advisory Services Provide strategic groundwater advisory services to support Water Forum planning and implementation efforts, including the American River Climate Adaptation Program and coordination with Sacramento area Groundwater Sustainability Agencies (GSAs). Services focus on interpreting and leveraging existing models, datasets, and studies (i.e., GSP analyses, annual reports, regional models, monitoring data) to inform decision-making and improve member understanding and awareness.

Support includes synthesizing and translating technical findings into actionable insights; evaluating groundwater–surface water interactions, conjunctive use opportunities and climate-related risks; and assessing implications for water supply reliability, river conditions, and ecosystem health. Services may also include comparative review of scenarios and assumptions across existing analyses, and identification of data gaps and uncertainties.

2. Habitat Restoration Technical Analysis, Design, and Engineering

a) Riparian and Upland Habitat Restoration and Monitoring / Landscape Architecture

Provide habitat restoration and landscape design services for all project phases for projects in public spaces, including planning, design, implementation, and monitoring of invasive species removal, native planting, and riparian/upland restoration. Services include site and amenity design (pedestrian bridge/trail), irrigation and planting plans, vegetation and arborist surveys, cost estimating, preparation of plans/specifications, bid and construction support, QA/QC, and third-party design review, with a focus on safety, accessibility, and multi-benefit outcomes.

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b) Hydraulic Analysis and Fisheries Habitat Design Provide hydraulic, hydrodynamic, and sediment transport analyses and engineering design services to support habitat and multi-benefit projects, from feasibility through final design and construction. Services include modeling flow, stage, and sediment processes to evaluate habitat conditions and operational impacts (e.g., Flow Management Standard, drought, redd dewatering) and analyzing habitat evolution over time.

Additional services include preparation of plans, specifications, cost estimates, bid packages, and as-built documentation; construction support and third-party design review (e.g., grade checks and design deviations); post-project monitoring and adaptive management; and technical support for planning documents, reporting, stakeholder communications, and grant-related efforts.

3. Science and Monitoring

a) Fisheries Biology and Monitoring Provide comprehensive fisheries science support, monitoring and study design, and technical analyses of fish populations, genetics, and habitat conditions.

Services include modeling, drought impact assessment, hatchery and fisheries strategic advice, and development/review of key planning documents, along with field support, adaptive management, data synthesis, and preparation of reports and grant-related materials.

b) Special Studies, Data Collection and Ad Hoc Field Services Provide strategic advice, technical studies, and third-party review to support planning and management along the American River corridor and in alignment with the Water Forum program areas. Services include study design, feasibility, cost analysis, and reporting, as well as field and remote-sensing investigations such as vegetation and habitat surveys, water quality monitoring, LiDAR and aerial mapping, UAS/drone surveys, bathymetry, and streamflow assessments.

Support also includes technical input for key Water Forum planning documents.

4. Outreach Strategy, Stakeholder Engagement and Communications

a) Website Development and Data Visualization Provide website and digital platform services, including site architecture, content development and maintenance, graphic and digital media design, and technical support for platforms such as SharePoint. Services also include synthesis and visualization of spatial, biological, water quality, and other technical data for interactive, user-friendly web applications (e.g., standalone visualizations/dashboards, Shiny apps, ESRI Story Maps).

b) Public Outreach, Social and Traditional Media Services Provide comprehensive strategy development and support for community and media engagement, including social media content development and monitoring, media relations, design and production of print and digital materials, member and community outreach, multilingual translation and interpretation, event planning for groundbreaking and grand openings, and Title VI compliance for public meetings, and creation of photo and video products to support Water Forum projects and initiatives.

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c) Signage Service Provide comprehensive signage services for Water Forum projects, including design, planning, specifications, fabrication, and installation of temporary and permanent signs. Services include compliance with ADA, City and County of Sacramento, and park-specific requirements, multilingual options, and integration of technology such as QR codes for information access.

d) Facilitation, Community Outreach and Engagement Provide comprehensive facilitation and stakeholder engagement services to support Water Forum project and program planning, development, and governance across project, program, and policy needs. Services include developing facilitation strategies and process guidance to establish a clear vision, actionable goals, and focused priorities; conducting stakeholder assessments to understand diverse perspectives; managing stakeholder meeting processes, including organization, notetaking, and follow-up support; and facilitating project, technical and policy discussions using interest-based or mutual gains approaches.

5. Environmental Compliance, Permitting, and Documentation

a) Environmental Compliance Strategy, Technical Studies, and Documentation

Provide comprehensive environmental compliance and permitting support for projects and programs, including development of regulatory strategies and cost estimates, preparation of CEQA/NEPA documentation, and coordination with state and federal agencies. Services include permitting and approvals (e.g., CWA, ESA, Section 408/401/404, CVFPB, Section 106), technical studies, and end-to-end support to navigate streamlined and programmatic compliance processes in support of Water Forum program areas and projects.

3. Statement of Qualifications Submissions

The Water Forum shall not accept Statement of Qualifications (SOQ) after the submission deadline specified in this RFQ and will not consider late submissions under any circumstances. Each SOQ that is submitted for consideration shall include, at a minimum, the RFQ transaction number, company name, and the information as called for in the section below. To be considered each SOQ shall be responsive to all items set forth below:

3.1 Submit Statement of Qualification Responses

Electronically via the city’s online bid portal:

https://pbsystem.planetbids.com/portal/15300/portal-home

Water Forum will not consider SOQ submitted in a format other than specified above.

3.2 Fee Schedule Submittal

Submit fee schedule and hourly rates electronically using your own rate sheet(s).

3.3 Forms to be Submitted with Qualifications

Fee Schedule as outlined in section 3.2 SOQ Documents as outlined in section 3.4

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Attachment 2 – SOQ Signature Form

RFQ submittals missing acknowledgment of any addendum or information requested in this RFQ may be considered non-responsive and the contractor may be eliminated from evaluation (see Section 6.11 for additional information).

3.4 Additional Statement of Qualification Submittal Requirements

Each firm should submit one SOQ package and include subsection information appropriate to the categories listed in Section 2 that the firm desires to submit for. The SOQ should contain the following information in the order listed:

1. Statement of Qualifications Cover Sheet (Attachment #1)

2. Introductory Letter

3. Qualifications and Experience (by category), including:

a. Relevant Project Experience

b. Resumes of Key Staff and Team Members

c. Ability to Provide Identified Services in a timely manner

4. References (up to 2 for each SOQ category of services included in the proposal)

6. Rate Sheet and Billing Methodology

7. Proof of Insurance Coverage/Conflict of Interest Statement

8. Conflict of Interest

9. Complete and sign the Statement of Qualifications Signature Form (Attachment

#2)

Recommended Detail:

1. Statement of Qualifications Cover Sheet (Attachment #1)

This document should be completed and attached for each category being submitted. Please include this as the FIRST page of your SOQ.

2. Introductory Letter The introductory letter should be addressed to:

Water Forum Attn: Ashlee Casey 1330 21st Street, Suite 103 Sacramento, CA 95811

Indicate the name of the firm submitting the SOQ, its mailing address, telephone number, and the name and email address of an individual to contact. This letter should contain a statement of the firm’s basic understanding of the RFQ. This should be based on existing information available in the RFQ. This letter should also contain an expression of the firm’s interest in the work, a statement regarding the qualifications of the firm to do the work, and any summary information that may be useful or informative to the Water Forum.

3. Qualifications and Experience / Resumes of Key Staff and Team Members Discuss the specific qualifications, background and experience of the firm and any new technologies, strategies and/or innovations employed by the firm that will improve quality, economy or efficiency of the services proposed. Identify project manager(s) and key team members who are proposed to be part of the team along with their qualifications and experience as related to the described services.

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Experience of the proposed team on similar or related projects should be included.

Describe the responsibilities of each key team member and how the team will interact. All individuals named in the SOQ shall be made available at the time of contract execution for whichever future project is awarded.

4. Ability to Provide Identified Services in a timely manner Describe how the firm will mobilize to begin services when contacted by the Water Forum and how soon services could be expected to begin. Describe the firm’s plan for resourcing and ensuring project/task schedule and deliverable deadlines are met when project manager(s) or key staff are not available.

Describe previous experience providing similar services under similar “Pre-Qualified” arrangements and if your firm has provided services of any kind for the Water Forum.

Provide any other information that may assist the Water Forum in evaluating the ability, flexibility, and responsiveness of the firm in providing quality services in a timely manner, as needed.

5. References (up to 2 for each category of services the firm proposes to provide) References should be for projects or services provided within the last five (5) years.

The section shall include a summary table showing the following information.

Name of reference, and date services were provided.

Names of firm’s key team personnel Scope of the firm’s work performed for the reference.

Name, address, and current phone number of the reference.

6. Rate Sheet and Billing Methodology Provide a list of hourly billing rates for proposed team. Include all direct and indirect expenses and equipment/transportation fees applicable to the RFQ categories for which the firm is providing a submittal. Billing methodology should be clearly described, including annual escalation, etc.

7. Proof of Insurance Coverage List current insurance coverage for the lead firm and provide insurance carrier’s name and level of coverage for General Liability, Auto Liability, and Professional Liability. Also, state the policy number and effective date of Worker’s Compensation coverage.

8. Conflict of Interest The prospective consultant shall disclose any financial, business or other relationship with the Water Forum that may have an impact upon the outcome of this consultant services agreement. The prospective consultant shall also list current clients who may have a financial interest in the outcome of this consultant services agreement.

9. Complete and sign the Statement of Qualifications Signature Form (Attachment #2)

Due to the critical local, regional, and statewide importance of Water Forum’s ongoing and upcoming efforts, once the pre-qualified list of firms has been developed, the criteria below will be used to place a firm temporarily on inactive status or remove the firm from the pre- qualified list, if any combination of the following criteria occurs:

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1. Timeliness of product and services A firm does not meet the agreed upon time and deadlines required to complete the product and/or services, provided that the firm agreed to the completion time, has been provided with all the required information in a timely fashion and there are no extenuating circumstances outside of the contracted firm or Water Forum’s control.

2. Responsiveness/accessibility of project manager(s) and key team members If a contracted firm is non-responsive and inaccessible for more than 2 non-holiday business days, outside of pre-arranged and prior communicated planned absences of managers and/or key team members.

3. Demonstrated lack of staff capacity and resources and communication among firm’s team If a firm demonstrates a lack of adequate and appropriate staff capacity and firm resources or demonstrates a lack of communication among their internal team to the detriment of Water Forum’s project schedules or work products.

4. Loss of Technical Expertise If a firm loses their subject matter expert or project manager and has not replaced that expert within one month.

5. Poor quality control If a firm exhibits poor quality control and requires any work product to be returned a maximum of two times for correction.

6. Use of outdated software or inefficient processes If a firm uses an outdated version of technical software or inefficient processes to the detriment of the work products or deliverables, after Water Forum staff have informed them of the correct version or process to use.

3.5 Performance Bond

A performance bond is not required.

3.6 Certificate of Insurance

Successful proposers are REQUIRED to submit the necessary certificate(s) of insurance and endorsements as called for in the contract’s General Provisions prior to award of the contract.

3.7 Business Operations Tax Certificate

Chapter 3.08 of the Sacramento City Code requires that anyone conducting business in the City of Sacramento obtain a Business Operations Tax Certificate and pay the applicable tax if necessary. Successful proposers will be REQUIRED to show compliance with this requirement prior to award of the contract.

To obtain information about the Business Operation Tax Certificate, contact the City of Sacramento Revenue Division at (916) 808-8500 or visit:

https://www.cityofsacramento.gov/finance/revenue/business-operations-tax

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4. Applicable Ordinances and Programs

4.1 Local Business Enterprise (LBE) Five Percent (5%) Statement of Qualification Evaluation Preference ☒ The LBE 5% Preference is not applicable to this Request for Qualifications.

4.2 Local Business Enterprise (LBE) Participation Program

☒ The LBE Participation Requirement is not applicable or has been waived for this Request for Qualifications.

4.3 SB 1383

☐ Goods/services being requested on this solicitation qualify as Recovered Organic Materials and will be subject to reporting requirements outlined in SB 1383.

-or- ☒ SB 1383 requirements are not applicable to this solicitation.

Beginning January 1, 2022, SB 1383 requires cities and counties to procure annually a quantity of recovered organic waste products to meet their annual procurement target.

These procurement requirements will strengthen California’s green, self-sustaining economy. CalRecycle assigns an annual procurement target to each jurisdiction based on its population. Jurisdictions can fulfil their target by procuring any combination of the following recovered organic waste products:

Compost Mulch Renewable Energy (Transportation Fuel, Heat, Electricity) from Anerobic Digestion and Electricity from Biomass Conversion.

Full regulatory requirements can be found at:

https://govt.westlaw.com/calregs/Browse/Home/California/CaliforniaCodeofRegulations?

guid=IBB2CD6505B4D11EC976B000D3A7C4BC3&originationContext=documenttoc&tr ansitionType=Default&contextData=(sc.Default)

4.5 Additional City Ordinances

Information on additional ordinances may be found at:

https://www.cityofsacramento.org/Finance/Procurement/Contract-Ordinances The Local Ordinance & Bid Preference Requirements Table outlines which ordinances apply to procurement contracts by type and dollar amount:

https://www.cityofsacramento.gov/content/dam/portal/finance/Procurement/contract-ordinances/Local-Ordinances-and-Bid-Preference-Requirements-Table.pdf

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5. Evaluation Procedures

Evaluation Process The Water Forum should validate and evaluate all SOQ received before the evaluation deadline specified in this RFQ. All requirements identified in this RFQ must be satisfied to ensure that a SOQ will qualify for consideration.

Evaluation Categories and Scoring

WRITTEN STATEMENT OF QUALIFICATION POINTS

Qualifications and Experience:

Firm organization, qualifications and experience of the firm, project manager(s) and key staff on similar projects, including past performance on Water Forum efforts. Understanding of agency needs. Responses and impressions from references.

Ability to Provide Identified Services in a Timely Manner:

How the firm will mobilize to begin and continue services when contacted by the Water Forum and how soon services could be expected to begin

Cost Effectiveness of Project Team:

How the firm would maximize internal resources and utilize a reasonable range of staff experience and capability.

TOTAL FOR WRITTEN STATEMENT OF QUALIFICATION 100

RANKING OF PROPOSER (assigned after completion of scoring)

Point System Used to Rank SOQ A point system will be used to evaluate the SOQ. The weight assigned to each criterion reflects what is most important to the success of the work of the Water Forum and to achieve the desired outcome. Contract(s) will be awarded based on which SOQ are deemed to provide the best value to the Water Forum.

At the completion of the evaluation process, a total point value will be compiled for each SOQ. Up to five proposers will be selected for each category of services (Section 2), and a minimum score of 75 points will be required for selection.

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6. Administrative Requirements

6.1 Electronic Statement of Qualification Document Availability

Official Electronic copies of this SOQ document can be obtained only from the City of Sacramento’s official online bid portal:

https://pbsystem.planetbids.com/portal/15300/portal-home

Any additional information (Addenda, Q&A, etc.) pertaining to this SOQ will also be found at the above link.

SOQ information obtained from third party sources will not be considered official and will not fulfill a proposer’s responsibility for all official SOQ information as posted on our official site at the link above. Documents obtained from such sources may be incomplete, resulting in responses that are rejected as incomplete and/or non-responsive.

6.2 Questions

All questions must be submitted electronically via the City’s online bid portal prior to the Q&A Deadline: https://pbsystem.planetbids.com/portal/15300/portal-home

Written responses to questions will be provided by the City as an addendum available to all prospective firms via the City’s online bid portal.

6.3 Statement of Qualification Submission

SOQ should be prepared simply and economically, providing straightforward, concise delineation of the firm’s capabilities to satisfy the requirements of this RFQ. The emphasis should be on completeness and clarity of content. To expedite SOQ evaluations, it is essential that the specifications and instructions contained in the SOQ instructions are followed as outlined.

Responses to this RFQ become the exclusive property of the City and may be reviewed and evaluated by any persons at the discretion of the City following the publication of an intent to award a contract or contracts.

6.4 Statement of Qualifications Become Public Records

Upon execution of a contract by the selected consultant(s), all SOQ received in response to this RFQ shall be regarded as public records and will be disclosable upon receipt of a request for public disclosure pursuant to the California Public Records Act;

provided, however, that if any information or elements of the SOQ is set apart and clearly marked as “Trade Secret” or “Proprietary” when it is provided to the City, the City will give notice to the Proposer of the request for disclosure to allow the Proposer to seek judicial protection from disclosure.

Failure by the Proposer to take timely steps to seek judicial protection from disclosure shall constitute a complete waiver by the Proposer of any rights regarding the information designated as “Trade Secret” or “Proprietary” and such information may be disclosed by the City pursuant to applicable procedures under the California Public Records Act. Under no circumstances will City have any obligations to seek judicial protection from disclosure for any SOQ or other materials submitted in response to this

RFQ.

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The City has no liability for any disclosure, unless such disclosure is made in violation of a court order obtained by a Proposer or pertains to materials marked as “Trade Secret” or “Proprietary” for which the City failed to give the above notice.

6.5 Statement of Qualification Expenses

All Proposers responding to this RFQ do so entirely at their expense. There is no expressed or implied obligation by the City to reimburse any Proposer for any costs incurred in preparing or submitting responses, for providing additional information when requested by the City, or for participating in any selection demonstrations or interviews, including pre-contract negotiations and contract negotiations. Proposers shall not include any such expenses as part of the price proposed in response to this RFQ.

6.6 City Rights

The City reserves the right to decide that one proposer is more responsive than the others and to select that SOQ based on a review of the SOQ only.

The City reserves the right to reject individual employees of contractors, or proposed subcontractors, and request substitution without indicating any reason.

6.7 Late Statement of Qualifications Not Accepted

The Statement of Qualification is late if received at any time after the required submittal date and time. A Statement of Qualification received after the specified time will not be considered and any hard copies will be returned to the proposer.

6.8 Statement of Qualification Questions

Any questions regarding form and content of your SOQ per this RFQ, should be sent to the City’s online bid portal: https://pbsystem.planetbids.com/portal/15300/portal-home

6.9 Statement of Qualification Modification

SOQ may be withdrawn or modified before the due date of submission for SOQ.

Electronic SOQ may be withdrawn or modified through the City’s online bidding platform.

Hard copy SOQ may be modified by delivering a written and signed request by the due date. A request for modification of the SOQ after the due date will not be considered, including a representation that the proposer was not fully informed regarding any information pertinent to the SOQ or the offer. The City shall not be responsible for or bound by any oral instructions, interpretations or information provided by the City or its employees other than the RFQ contact.

6.10 Verbal Directions

No verbal conversations or agreement(s) with any officer, agent, or employee of the City shall affect or modify any terms or obligations of this RFQ, or any contract resulting from this RFQ.

6.11 Addenda and Supplements to RFQ

If it becomes necessary to revise any part of the RFQ, an addendum to the RFQ will be provided to all known prospective proposers via the City of Sacramento’s online bid portal PlanetBids. https://pbsystem.planetbids.com/portal/15300/portal-home

It is the responsibility of the proposer to verify addenda and supplements up to the RFQ submission date and time. Upon issuance, the terms of any addendum shall prevail over inconsistent provisions of earlier issued documentation.

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RFQ submittals missing acknowledgment of any addendum or information requested in this RFQ may be considered non-responsive and the contractor may be eliminated from evaluation.

6.12 Withdrawal of Statement of Qualifications

Unauthorized conditions, limitations, or provisions attached to a SOQ may be cause for its rejection. No oral, telegraphic, or telephonic SOQ or modifications will be considered.

The SOQ may be withdrawn upon request by the Proposer without prejudice to the Proposer prior to, but not after the time fixed for opening of SOQ, provided that the request for withdrawal is in writing, has been executed by the Proposer or the Statement of Qualification’s duly authorized representative, and has been filed with the City.

6.13 Rejection of Statement of Qualifications

The City of Sacramento reserves the right to reject any or all SOQ received in response to this request, or to negotiate separately with any source whatsoever in any manner necessary to serve the best interests of the City. The City of Sacramento may at its discretion determine not to award a contract solely on the basis of this request for SOQ and will not pay for the information solicited or obtained.

The City reserves the right to reject any or all SOQ submitted, correct any technical errors in the RFQ process, waive any irregularities in any SOQ, negotiate with any of the proposers, accept other than the lowest fee offer, or enter into a subsequent agreement with another proposer if the originally selected proposer fails to execute its agreement with the City.

6.14 Statement of Qualification Variations in Service Delivery

It is recognized that each Proposer may have developed unique and typical methods of service delivery. It is not the City’s intention to disqualify a Proposer due to variations in service delivery that do not adversely affect quality and performance. Any SOQ offering services equivalent to or of better quality and performance than that requested, which provides the necessary service, will receive full consideration for an award.

6.15 Contract Negotiations

Contract negotiations may be undertaken simultaneously during the evaluation of SOQ with the finalist(s) as determined by the City. Final approval of contracts awarded for projects of $250,000 or more will be made by the City Council.

No agreement is binding unless it is executed by authorized representatives of the City and the selected proposer.

6.16 Acceptance of Statement of Qualification

The contents of the SOQ of the successful Proposer will become contractual obligations to be contained in a formal written agreement. Failure of successful Proposer to accept these obligations in a formal agreement may result in cancellation of the award. The City may require Proposers to participate in negotiations and submit price, technical, or other revisions to their SOQ resulting from such negotiations.

6.17 Selected Contractor Responsibilities

The selected contractor must commit a professional staff and an experienced Project Manager who will be responsible for coordinating the services with the City. Service shall be the best of its respective kind. All professionals shall be skilled, knowledgeable, and

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6.18 Licenses

The Contractor shall be required to maintain any necessary licenses and shall comply with all Federal, State, and local laws, codes, and ordinances without cost to the City.

6.19 Non-Waiver of Defaults

Any failure by the City to enforce or require the strict keeping and performance of any of the terms and conditions of the contract, shall not constitute a waiver of such terms and conditions, nor shall it affect or impair the right of the City to avail itself of such remedies as it may have for any breach of the terms and conditions.

6.20 Business Operations Tax Certificate

Chapter 3.08 of the Sacramento City Code requires that anyone conducting business in the City of Sacramento obtain a Business Operations Tax Certificate and pay the applicable tax if necessary. The successful Proposer, and any subcontractors, will be required to show compliance with this requirement prior to the award of the contract.

Information about the Business Operations Tax Certificate may be obtained from the City of Sacramento, Revenue Division, 915 I Street, New City Hall First Floor, Sacramento, CA 95814, or by telephone at (916) 808-8500.

6.21 Contractual Obligations

The standard City of Sacramento Professional Services Agreement includes, but is not limited to, the requirements shown in the contract. By submitting a SOQ, the proposer is indicating they have reviewed the contract and are willing to comply with each provision attached. If the proposer wishes to negotiate any provision it must be indicated within the SOQ. The City retains the discretion to accept or reject any proposed edits to the contract.

6.22 Payment Terms

Payment terms will be considered as Net 30 unless a cash discount for earlier payment is offered by the firm. When prompt payment discounts are offered and accepted by the City, the calculated discount will be subtracted from the final proposed amount and the discounted amount will be used to determine lowest proposed cost. Discounts offered for payment in less than twenty (20) days will not be considered as a basis for award.

Payment for services shall be in arrears.

6.23 Purchase Order

One or more purchase orders may be issued to the Contractor on behalf of the City department or division ordering goods covered in the contract. The Purchase Order will be enclosed with the resulting contract or will be issued shortly thereafter and will become of the contract. Each Purchase Order will cite a specific dollar value to cover a particular item or specified period. If a contract is for a specific period and extends beyond the close of the City’s fiscal year of June 30th, a second purchase order may be issued.

The purchase order does not supersede any provision of the contract. If purchase order terms conflict with the terms of the contract, the contract terms shall prevail.

Performance time and dates are determined solely by the contract.

Delivery of material must not begin prior to the receipt of the purchase order.

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6.24 Cooperative Purchasing

The use of any resulting contract may be extended to other government agencies and to other departments or divisions within the City of Sacramento. It shall be understood that all terms and conditions as specified herein shall apply. The City of Sacramento will not be an agent, partner or representative of any other government agency purchasing through its Contract and is not obligated or liable for such purchases, including, but not limited to, payment for any order placed by any other government agency.

6.25 Professional Services Agreement

The firm(s) recommended for this award will be required to sign the Professional Services Agreement. The Agreement can be found at the following URL:

https://www.cityofsacramento.gov/finance/procurement/standard-agreements

Firms are responsible for reading and understanding the Professional Services Agreement’s requirements, terms, and conditions prior to submitting their SOQ.

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7. Sample Professional Services Agreements Depending on the type of service you are providing, you will be asked to sign one of these agreement templates at the time your scope is selected for a contract.

Professional Service Agreement NOT related to Architects, Engineers, or Construction Professional Service Agreement related to Architects or Engineers

CONTRACT #: PROJECT:

CONTRACT NAME: NOT-TO-EXCEED AMOUNT:

AGREEMENT TERM: SOLICITATION:

AUTHORIZED RENEWALS: LBE (Y/N):

DEPARTMENT/DIVISION: COUNCIL FILE ID:

CITY OF SACRAMENTO

PROFESSIONAL SERVICES AGREEMENT*

THIS CONTRACT is made at Sacramento, California, by and between the CITY OF SACRAMENTO, a charter city and municipal corporation (“CITY”), and

Name of Contractor Address

Phone/Fax/E-mail

(“Contractor”), as of the Effective Date, as defined below.

The City and Contractor agree as follows:

1. Effective Date. This Contract shall be effective beginning the date it is fully executed by the duly authorized parties.

2. Contract Documents. All exhibits and documents attached or referred to in this Contract are incorporated as if set forth herein, Including Exhibit A (titled “Scope of Services”) and Exhibit B (titled “Payment”).

If there is a conflict between the terms and conditions of any document prepared or provided by the Contractor and made a part of this Contract and the other terms or conditions of the Contract, the other terms and conditions of the Contract control.

3. Services. Subject to the terms and conditions set forth in this Contract, Contractor shall provide to CITY the services described in Exhibit A (“Services”).

Contractor will not be compensated for services outside the scope of Exhibit A (“Additional Services”) unless, before providing Additional Services: (a) Contractor notifies CITY and CITY agrees that the Additional Services are outside the scope of Exhibit A; (b) Contractor estimates the additional compensation required for these Additional Services; and (c) CITY, after notice, approves in writing a Supplemental Contract specifying the Additional Services and the amount of additional compensation to be paid Contractor.

CITY will have no obligations whatsoever under this Contract or any Supplemental Contract, unless and until this Contract or any Supplemental Contract is approved by the City as required by the Sacramento City Code. As used in this Contract, the term “Services” includes both Services and Additional Services as applicable.

* This form is to be used for all professional services, except services performed by architects, landscape-architects, professional engineers, or professional land surveyors, or services related to a construction project.

Form Approved by City Attorney 3-5-2026 Page 2

4. Payment. CITY shall pay Contractor at the times and in the manner set forth in Exhibit B.

Contractor shall submit all invoices to CITY in the manner specified in Exhibit B.

5. Facilities and Equipment. Except as set forth below, Contractor shall, at its sole cost and expense, furnish all facilities and equipment required for Contractor to perform this Contract. CITY shall furnish to Contractor only the facilities and equipment listed below, if any.

Insert list of facilities and/or equipment to be furnished by City here or delete this if none will be provided

6. Insurance. Contractor shall, at its sole cost and expense, maintain the insurance coverage described in the attached Exhibit C.

7. General Conditions. Contractor shall comply with the terms and conditions set forth in the attached Exhibit D.

8. Additional Requirements for Surveying, Material Testing, and Inspection Services. If this Contract includes any land surveying, material testing, or inspection services provided for a City construction project, during the design, pre-construction, construction, or post-construction phases of the project, the Contractor and any subcontractor or subconsultant performing any such services shall comply with the provisions specified in Exhibit E.

9. Non-Discrimination in Employee Benefits. This Contract may be subject to Sacramento City Code chapter 3.54, Non- Discrimination in Employee Benefits by City Contractors. A summary of the requirements, entitled "Requirements of the Non-Discrimination in Employee Benefits Code (Equal Benefits Ordinance),” can be viewed at:

https://www.cityofsacramento.org/Finance/Procurement/Contract-Ordinances.

Contractor acknowledges and represents that Contractor has read and understands the requirements and shall fully comply with all applicable requirements of Sacramento City Code chapter 3.54. If requested by City, Contractor shall promptly provide any documents and information required by City to verify Contractor's compliance.

Contractor's violation of Sacramento City Code chapter 3.54 constitutes a material breach of this Contract, for which the City may terminate the Contract and pursue all available legal and equitable remedies.

10. Considering Criminal Conviction Information in the Employment Application Process. This Contract may be subject to the requirements of Sacramento City Code chapter 3.62, Procedures for Considering Criminal Conviction Information in the Employment Application Process. A summary of the requirements, entitled “Ban-The-Box Requirements,” can be viewed at:

https://www.cityofsacramento.org/Finance/Procurement/Contract-Ordinances.

Form Approved by City Attorney 3-5-2026 Page 3

The Ban-The-Box Requirements are applicable to certain contracts with the City in an amount of $250,000 or more (either initial value or total value after amendment) or if the total value of all Contractor's contracts with the City is $250,000 or more over a 12-month period.

Contractor acknowledges and represents that Contractor has read and understands these requirements and shall fully comply with all applicable requirements of Sacramento City Code chapter 3.62. If requested by City, Contractor shall promptly provide any documents and information required by City to verify Contractor's compliance. Contractor shall require applicable subcontractors to fully comply with all applicable requirements of Sacramento City Code chapter 3.62 and include these requirements in all subcontracts covered by Sacramento City Code chapter 3.62.

Contractor's violation of Sacramento City Code chapter 3.62 constitutes a material breach of this Contract, for which the City may terminate the Contract and pursue all available legal and

11. Local Business Enterprise Program. The Local Business Enterprise Program Participation Requirements ("LBE Participation Requirements") may be applicable to this Contract. A summary of the requirements, entitled "LBE Participation Requirements," can be viewed at:

https://www.cityofsacramento.org/Finance/Procurement/Contract-Ordinances.

Contractor acknowledges and represents that Contractor has read and understands these requirements and shall fully comply with all applicable requirements of Sacramento City Code chapter 3.64. If requested by City, Contractor shall promptly provide any documents and information required by City to verify Contractor's compliance. Contractor shall require applicable subcontractors to fully comply with all applicable requirements of Sacramento City Code chapter 3.64 and include these requirements in all subcontracts covered by Sacramento City Code chapter 3.64.

Contractor's violation of Sacramento City Code chapter 3.64 constitutes a material breach of this Contract, for which the City may terminate the Contract and pursue all available legal and

12. Authority. The person signing this Contract for Contractor represents and warrants that he or she has read, understands, and agrees to all the Contract terms and is fully authorized to sign this Contract on behalf of the Contractor and to bind the Contractor to the performance of the Contract’s obligations.

[Signatures Page Following Exhibits]

Form Approved by City Attorney 2-10-2025 Exhibit A - Page 1

EXHIBIT A

SCOPE OF SERVICES

1. Representatives.

The CITY Representative for this Agreement is:

Name/Title

The CONTRACTOR Representative for this Agreement is:

Name/Title

Unless otherwise provided in this Contract, all Contractor questions and correspondence pertaining to this Contract must be addressed to the City Representative. All City questions and correspondence must be addressed to the Contractor Representative.

2. Scope of Services. Contractor shall provide Services to City as set forth in Attachment 1 to this

Exhibit A.

3. Time of Performance. The Services described in this Contract shall be provided for insert initial term (e.g., one year). Also insert the following language if applicable: The City may extend this Contract for up to [insert #] additional one-year terms, for a maximum five-year term.

Contractor shall provide the Services in accordance with any schedule in Attachment 1 to this Exhibit A.

4. Conflict of Interest Requirements. The individual(s) who will provide Services pursuant to this

Contract are “Consultants” within the meaning of the Political Reform Act and the City’s Conflict of Interest Code. ____ yes ____ no [check one]

Contractor shall cause the following to occur within 30 days after execution of this Contract:

(A) Identify the individuals who will provide Services or perform Work under this Contract as "Consultants"; and

(B) Cause these individuals to file with the City Representative the "assuming office" statements of economic interests required by the City's Conflict of Interest Code.

Thereafter, throughout the term of the Contract, Contractor shall cause these individuals to file with the City Representative annual statements of economic interests and "leaving office" statements of economic interests, as required by the City's Conflict of Interest Code. The City may withhold all or a portion of any payment due under this Contract or impose fines on the individuals until all required statements are filed.

Form Approved by City Attorney 2-10-2025 Exhibit B - Page 1

EXHIBIT B

PAYMENT

1. CONTRACTOR’s Compensation. The total of all fees paid to the Contractor for the provision of Services as set forth in Exhibit A, including any authorized reimbursable expenses, shall not exceed the total sum of $ . The payments specified in this Exhibit B shall be the only payments made to Contractor unless the City approves a Supplemental Contract.

2. Billable Rates. Contractor shall be paid for the performance of Services on an hourly rate, daily rate, flat fee, lump sum, or other basis, as set forth in Exhibit A or Attachment 1 to this Exhibit B and any applicable special provisions included in the request for bids or proposals. If there is a conflict between Exhibit A or Exhibit B and the Special Provisions, Exhibit A or Exhibit B controls.

3. CONTRACTOR’s Reimbursable Expenses. “Reimbursable Expenses” are limited to actual expenditures of Contractor for expenses that are necessary for the proper satisfaction of the Contract and are only payable if specifically authorized in advance in writing by the City. No charges or markup will be allowed unless specified in the Contract, including charges for travel and transportation.

4. Payments to CONTRACTOR. Contractor is responsible for supplying all documentation necessary to verify invoices to the City’s satisfaction.

A. Payments to Contractor shall be made within a reasonable time after receipt of

Contractor’s invoice, in proportion to services performed or as otherwise specified in Attachment 1 to Exhibit B. Contractor may request payment on a monthly basis.

Contractor shall be responsible for the cost of supplying all documentation necessary to verify the monthly billings to the satisfaction of CITY.

B. Invoices must be submitted to either of the addresses specified below.

(1) Email. Submit email invoices and any attachments to:

apinvoices@cityofsacramento.org

(2) Postal Mail. If emailing is not an option, mail to:

A/P Processing Center City of Sacramento 915 I Street, Floor 4 Sacramento, CA 95814-2608

C. All invoices submitted by Contractor must contain the following information:

(1) Job/Project Name

(2) CITY’s current Purchase Order Number

(3) Contractor’s Invoice Number

(4) Date of Invoice Issuance

(5) Work Order Number (if applicable)

(6) CITY representative identified on the Purchase Order

Form Approved by City Attorney 2-10-2025 Exhibit B - Page 2

(7) Contractor’s remit address

(8) Description of services billed under Invoice

(9) Amount of Invoice (itemize all authorized Reimbursable Expenses)

(10) Total Billed to Date under Contract (if applicable)

D. Items must be separated into Services and Reimbursable Expenses. Invoices that do not conform to the format outlined above will be returned to Contractor for correction. CITY is not responsible for delays in payment to Contractor resulting from Contractor’s failure to comply with the invoice format described above.

5. Additional Services. Additional Services shall be provided only when a Supplemental Contract authorizing the Additional Services is approved in writing by the City in accordance with the City’s contract amendment procedures. The City reserves the right to perform any Additional Services with its own staff or to retain other contractors to perform the Additional Services.

6. Accounting Records of CONTRACTOR. During performance of this Contract and for a period of three years after completion of performance, Contractor shall maintain all accounting and financial records related to this Contract, in accordance with generally accepted accounting…