TO: LINDA REICH, CITY MANAGER
FROM: HYE JIN LEE, PE, DIRECTOR OF PUBLIC WORKS
SUBJECT
title
Professional Services Agreement for Community Facilities District Program Management and Related Services.
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RECOMMENDATION
recommendation
Award a Professional Services Agreement to David Taussig and Associates, Inc. for $265,000 for the Community Facilities District Program Management and related services; and authorize the City Manager to execute the necessary documents on behalf of the City.
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FISCAL IMPACT
Funding for this agreement is included in the Fiscal Year 2025-26 Operating Budget. The costs associated with this agreement will be offset by the administration fee paid by developers and proceeds from improvement bonds within existing Community Facilities Districts.
CITY OF CHINO MISSION / VISION / VALUES / STRATEGIC ISSUES
The recommendation detailed above further the City’s values and strategic issues that serve as key pillars on which identified priorities, goals, and action plans are built, by fostering:
• Financial Stability
• Responsible Long-Range Planning
• Public Service Excellence through Internal and External Partnerships
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Revenue: |
Expenditure: 1007000 - 43650 - N7207 |
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Transfer In: |
Transfer Out: |
BACKGROUND
For all new developments, the City has utilized a consultant to perform independent construction cost review and verification services for public improvements funded through the Community Facilities District (CFD) and Development Impact Fee (DIF) programs, including projects in The Preserve and College Park. These services involve evaluating cost documentation submitted by developers to confirm consistency with approved improvement plans, engineer’s cost estimates, and applicable reimbursement or financing agreements.
ISSUES/ANALYSIS
On February 27, 2025, staff solicited a Request for Proposals (RFP#2025-0003) “CFD Program Management & Related Services” on PlanetBids, following City procurement policies. On April 3, 2025, the City received (3) three proposals. Cost proposals were submitted in a separate file. Staff evaluated and ranked the proposals based on the following weighted criteria:
• Experience/qualifications: 45%
• Past performance/references: 15%
• Plan methodology/project approach: 15%
• Quality of responsiveness of proposal: 15%
• Cost evaluation: 10%
Staff selected the proposed consultant within the guidelines of the State of California Government Code and the City’s Purchasing Ordinance. The final ranking of the firms is shown below:
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RANK |
CONSULTANT |
LOCATION |
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1 |
David Taussig and Associates, Inc. |
Riverside, CA |
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2 |
Francisco and Associates |
Carlsbad, CA |
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3 |
Archico Design Build, Inc. |
Santa Ana, CA |
David Taussig and Associates (DTA) was selected as the highest-ranking proposal by the evaluation committee. Staff recommends that City Council award a Professional Services Agreement to DTA for $265,000 for Community Facilities District Program Management and related services.
As a reminder, costs associated with this agreement will be offset by the administration fee paid by developers and proceeds from improvement bonds within existing Community Facilities Districts.
Attachment - Exhibit A - Professional Services Agreement with DTA