HomeMy WebLinkAboutWoodard & Curran; 2025-08-26; PSA26-3913UTILPSA26-3913UTIL
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AGREEMENT FOR 2025 URBAN WATER MANAGEMENT PLAN PREPARATION SERVICES
WOODARD & CURRAN INC.
THIS AGREEMENT (“Agreement”) is made and entered into as of the ______________ day of
___________________, 2025, by and between the Carlsbad Municipal Water District, a Public Agency
organized under the Municipal Water Act of 1911, and a Subsidiary District of the City of Carlsbad,
California, (“CMWD”), and Woodard & Curran Inc., a Maine corporation (“Contractor”).
RECITALS
A. CMWD requires the professional services of a consultant that is experienced with the
CMWD Urban Water Management Plan.
B. Contractor has the necessary experience in providing professional services and advice
related to CMWD Urban Water Management Plan.
C. The Otay Water District entered into an agreement with Contractor on May 8, 2025, after
issuing a “Request for Proposals for Engineering and Environmental Planning Services”, RFP Number: RFP
2025 WFMP UWMP IRP.
D. Carlsbad Municipal Code Section 3.28.100 (Cooperative Purchasing) provides that the
purchasing officer may buy directly from a vendor at a price established by another public agency when
the other agency has made their purchase in a competitive manner.
E. Contractor has agreed to extend the same pricing in the Agreement with the Otay Water
District to the Carlsbad Municipal Water District.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained in this
Agreement, CMWD and Contractor agree as follows:
1. SCOPE OF WORK
CMWD retains Contractor to perform, and Contractor agrees to render, those services (“Services”) that
are defined in attached Exhibit “A”, which is incorporated by this reference in accordance with this
Agreement’s terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional care and skill
customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan
Southern California area and will use reasonable diligence and best judgment while exercising its
professional skill and expertise.
3. TERM
The term of this Agreement will be effective from the date first above written to July 30, 2026. The
Executive Manager may amend the Agreement to extend it for one (1) additional one (1) year periods or
parts of a year. Extensions will be based upon a satisfactory review of Contractor's performance, CMWD
needs, and appropriation of funds by the CMWD Board of Directors. The parties will prepare a written
amendment indicating the effective date and length of the extended Agreement.
4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
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5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term shall not exceed
eighty-five thousand, nine hundred and thirty-five dollars ($85,935). No other compensation for the
Services will be allowed except for items covered by subsequent amendments to this Agreement. If
CMWD elects to extend the Agreement, the amount shall not exceed eighty-five thousand, nine hundred
and thirty-five dollars ($85,935) per Agreement year. Payment terms are Net 30 unless otherwise
provided in Exhibit “A” or agreed to in writing by the parties. CMWD reserves the right to withhold a ten
percent (10%) retention until CMWD has accepted the work and/or Services specified in Exhibit “A”.
Incremental payments, if applicable, should be made as outlined in attached Exhibit “A”.
6. CONSTRUCTION MANAGEMENT SOFTWARE
Procore Project Management and Collaboration System. This project may utilize CMWD’s Procore
(www.procore.com) online project management and document control platform. The intent of utilizing
Procore is to reduce cost and schedule risk, improve quality and safety, and maintain a healthy team
dynamic by improving information flow, reducing non-productive activities, reducing rework and
decreasing turnaround times. Contractor is required to create a free web-based Procore user account(s)
and utilize web-based training / tutorials (as needed) to become familiar with the system. Unless the City
of Carlsbad City Engineer approves otherwise, Contractor shall process all project documents through
Procore because this platform will be used to submit, track, distribute and collaborate on project. If
unfamiliar or not otherwise trained with Procore, Contractor and applicable team members shall
complete a free training certification course located at http://learn.procore.com/procore-certification-
subcontractor. Contractor is responsible for attaining their own Procore support, as needed, either
through the online training or reaching out to the Procore support team. It will be the responsibility of
Contractor to regularly check Procore and review updated documents as they are added. There will be no
cost to the Contractor for use of Procore.
It is recommended that Contractor provide mobile access for Windows, iOS located at
https://apps.apple.com/us/app/procore-construction-management/id374930542 or Android devices
located at https://play.google.com/store/apps/details?id=com.procore.activities with the Procore App
installed to at least one on-site individual to provide real-time access to current posted drawings,
specifications, requests for information, submittals, schedules, change orders, project documents, as well
as any deficient observations or punch list items. Providing mobile access will improve communication,
efficiency, and productivity for all parties. The use of Procore for project management does not relieve
Contractor of any other requirements as may be specified in this Agreement.
7. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit
of Contractor's independent calling, and not as an employee of CMWD. Contractor will be under the
control of CMWD only as to the result to be accomplished, but will consult with CMWD as necessary. The
persons used by Contractor to provide services under this Agreement will not be considered employees
of CMWD for any purposes.
The payment made to Contractor pursuant to this Agreement will be the full and complete compensation
to which Contractor is entitled. CMWD will not make any federal or state tax withholdings on behalf of
Contractor or its agents, employees or subcontractors. CMWD will not be required to pay any workers'
compensation insurance or unemployment contributions on behalf of Contractor or its employees or
subcontractors. Contractor agrees to indemnify CMWD and the City of Carlsbad within thirty (30) days for
any tax, retirement contribution, social security, overtime payment, unemployment payment or workers'
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compensation payment which CMWD may be required to make on behalf of Contractor or any agent,
employee, or subcontractor of Contractor for work done under this Agreement. At CMWD’s election,
CMWD may deduct the indemnification amount from any balance owing to Contractor.
8. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval of CMWD. If
Contractor subcontracts any of the Services, Contractor will be fully responsible to CMWD for the acts and
omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the
subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor.
Nothing contained in this Agreement will create any contractual relationship between any subcontractor
of Contractor and CMWD. Contractor will be responsible for payment of subcontractors. Contractor will
bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement
applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved
in writing by CMWD.
9. OTHER CONTRACTORS
CMWD reserves the right to employ other Contractors in connection with the Services.
10. INDEMNIFICATION
Contractor agrees to defend (with counsel approved by CMWD), indemnify and hold harmless CMWD and
the City of Carlsbad and its officers, elected and appointed officials, employees and volunteers from and
against all claims, damages, losses and expenses including attorney’s fees arising out of the performance
of the work described in this Agreement caused by any willful misconduct or negligent act or omission of
the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for
whose acts any of them may be liable.
If Contractor’s obligation to defend, indemnify, and/or hold harmless arises out of Contractor’s
performance as a “design professional” (as that term is defined under California Civil Code Section
2782.8), then, and only to the extent required by California Civil Code Section 2782.8, which is fully
incorporated in this Agreement, Contractor’s indemnification obligation shall be limited to claims that
arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor,
and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction. Contractor’s
liability for such claim, including the cost to defend, shall not exceed the Contractor’s proportionate
percentage of fault.
The parties expressly agree that any payment, attorney’s fee, costs or expense CMWD or the City of
Carlsbad incurs or makes to or on behalf of an injured employee under CMWD’s self-administered
workers’ compensation is included as a loss, expense or cost for the purposes of this section, and that this
section will survive the expiration or early termination of this Agreement.
11. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all amendments,
insurance against claims for injuries to persons or damage to property which may arise out of or in
connection with performance of the services by Contractor or Contractor’s agents, representatives,
employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and
authorized to do business in the State of California. The insurance carrier is required to have a current
Best's Key Rating of not less than “A-:VII”; OR with a surplus line insurer on the State of California’s List of
Approved Surplus Line Insurers (LASLI) with a rating in the latest Best’s Key Rating Guide of at least “A:X”;
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OR an alien non-admitted insurer listed by the National Association of Insurance Commissioners (NAIC)
latest quarterly listings report.
11.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits
indicated below, unless the Risk Manager or Executive Manager approves a lower amount. These
minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification
obligations under this Agreement. CMWD, its officers, agents and employees make no representation that
the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate
to protect Contractor. If Contractor believes that any required insurance coverage is inadequate,
Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's
sole expense. The full limits available to the named insured shall also be available and applicable to CMWD
as an additional insured.
11.1.1 Commercial General Liability (CGL) Insurance. Insurance written on an “occurrence”
basis, including personal and advertising injury, with limits no less than $2,000,000 per occurrence. If a
general aggregate limit applies, either the general aggregate limit shall apply separately to this
project/location or the general aggregate limit shall be twice the required occurrence limit.
11.1.2 Automobile Liability (If the use of an automobile is involved for Contractor's work for
CMWD). $2,000,000 combined single-limit per accident for bodily injury and property damage.
11.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as
required by the California Labor Code. Workers' Compensation will not be required if Contractor has no
employees and provides, to CMWD's satisfaction, a declaration stating this.
11.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor’s
profession with limits of not less than $1,000,000 per claim. Coverage must be maintained for a period of
five years following the date of completion of the work.
11.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this
Agreement contain, or are endorsed to contain, the following provisions:
11.2.1 CMWD will be named as an additional insured on Commercial General Liability
which shall provide primary coverage to CMWD.
11.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which
will be written as claims-made coverage.
11.2.3 If Contractor maintains higher limits than the minimums shown above, CMWD
requires and will be entitled to coverage for the higher limits maintained by Contractor. Any available
insurance proceeds in excess of the specified minimum limits of insurance and coverage will be available
to CMWD.
11.2.4 This insurance will be in force during the life of the Agreement and any extensions
of it and will not be canceled without thirty (30) days prior written notice to CMWD sent by certified mail
pursuant to the Notice provisions of this Agreement.
11.3 Providing Certificates of Insurance and Endorsements. Prior to CMWD's execution of this
Agreement, Contractor will furnish certificates of insurance and endorsements to CMWD.
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11.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages,
then CMWD will have the option to declare Contractor in breach, or may purchase replacement insurance
or pay the premiums that are due on existing policies in order to maintain the required coverages.
Contractor is responsible for any payments made by CMWD to obtain or maintain insurance and CMWD
may collect these payments from Contractor or deduct the amount paid from any sums due Contractor
under this Agreement.
11.5 Submission of Insurance Policies. CMWD reserves the right to require, at anytime, complete and
certified copies of any or all required insurance policies and endorsements.
12. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as
may be amended from time-to-time.
13. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred under this
Agreement. All records will be clearly identifiable. Contractor will allow a representative of CMWD during
normal business hours to examine, audit, and make transcripts or copies of records and any other
documents created pursuant to this Agreement. Contractor will allow inspection of all work, data,
documents, proceedings, and activities related to the Agreement for a period of four (4) years from the
date of final payment under this Agreement.
14. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this
Agreement is the property of CMWD. In the event this Agreement is terminated, all work product
produced by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be
delivered at once to CMWD. Contractor will have the right to make one (1) copy of the work product for
Contractor’s records.
15. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in CMWD and Contractor
relinquishes all claims to the copyrights in favor of CMWD.
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16. NOTICES
The name of the persons who are authorized to give written notices or to receive written notice on behalf
of CMWD and on behalf of Contractor under this Agreement.
For CMWD For Contractor
Name Keri Martinez Name Haley Johnson
Title District Engineer Title Water Resources Planner
Department Carlsbad Municipal Address 9665 Chesapeake Dr. Ste. 320
Water District San Diego, CA 92123
Address 5950 El Camino Real Phone No. 858-875-7407
Carlsbad, CA 92008 Email hjohnson@woodardcurran.com
Phone No. 442-339-2354
Each party will notify the other immediately of any changes of address that would require any notice or
delivery to be directed to another address.
17. CONFLICT OF INTEREST
Contractor shall file a Conflict of Interest Statement with the City Clerk in accordance with the
requirements of the CMWD Conflict of Interest Code. The Contractor shall report investments or interests
as required in the CMWD Conflict of Interest Code. For Labor Compliance Service Agreements, the
Contractor further represents, warrants, and declares, under penalty of perjury, interest, as that term is
defined in Labor Code Section 1771.8(a)(2) does not exist.
Yes ☐ No ☒
If yes, list the contact information below for all individuals required to file:
Name Email Phone Number
18. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which
in any manner affect those employed by Contractor, or in any way affect the performance of the Services
by Contractor. Contractor will at all times observe and comply with these laws, ordinances, and
regulations and will be responsible for the compliance of Contractor's services with all applicable laws,
ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will
comply with those requirements, including, but not limited to, verifying the eligibility for employment of
all agents, employees, subcontractors and consultants that the services required by this Agreement.
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19. CALIFORNIA AIR RESOURCES BOARD (CARB) ADVANCED CLEAN FLEETS REGULATIONS
Contractor’s vehicles with a gross vehicle weight rating greater than 8,500 lbs. and light-duty package
delivery vehicles operated in California may be subject to the California Air Resources Board (CARB)
Advanced Clean Fleets regulations. Such vehicles may therefore be subject to requirements to reduce
emissions of air pollutants. For more information, please visit the CARB Advanced Clean Fleets webpage
at https://ww2.arb.ca.gov/our-work/programs/advanced-clean-fleets.
20. DISCRIMINATION, HARASSMENT, AND RETALIATION PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations prohibiting
discrimination, harassment and retaliation.
21. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following procedure will be used
to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties.
Representatives of Contractor or CMWD will reduce such questions, and their respective views, to writing.
A copy of such documented dispute will be forwarded to both parties involved along with recommended
methods of resolution, which would be of benefit to both parties. The representative receiving the letter
will reply to the letter along with a recommended method of resolution within ten (10) business days. If
the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will
be forwarded to the Executive Manager. The Executive Manager will consider the facts and solutions
recommended by each party and may then opt to direct a solution to the problem. In such cases, the
action of the Executive Manager will be binding upon the parties involved, although nothing in this
procedure will prohibit the parties from seeking remedies available to them at law.
22. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services, CMWD may
terminate this Agreement for nonperformance by notifying Contractor by certified mail of the
termination. If CMWD decides to abandon or indefinitely postpone the work or services contemplated by
this Agreement, CMWD may terminate this Agreement upon written notice to Contractor. Upon
notification of termination, Contractor has five (5) business days to deliver any documents owned by
CMWD and all work in progress to CMWD address contained in this Agreement. CMWD will make a
determination of fact based upon the work product delivered to CMWD and of the percentage of work
that Contractor has performed which is usable and of worth to CMWD in having the Agreement
completed. Based upon that finding CMWD will determine the final payment of the Agreement.
CMWD may terminate this Agreement by tendering thirty (30) days written notice to Contractor.
Contractor may terminate this Agreement by tendering thirty (30) days written notice to CMWD. In the
event of termination of this Agreement by either party and upon request of CMWD, Contractor will
assemble the work product and put it in order for proper filing and closing and deliver it to CMWD.
Contractor will be paid for work performed to the termination date; however, the total will not exceed
the lump sum fee payable under this Agreement. CMWD will make the final determination as to the
portions of tasks completed and the compensation to be made.
23. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or person, other than a
bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has
not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission,
percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award
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or making of this Agreement. For breach or violation of this warranty, CMWD will have the right to annul
this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration,
or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or
contingent fee.
24. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any agreement claim submitted to CMWD must be
asserted as part of the agreement process as set forth in this Agreement and not in anticipation of
litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to
CMWD, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor
acknowledges that California Government Code Section 12650 et seq., the False Claims Act applies to this
Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public
entity. These provisions include false claims made with deliberate ignorance of the false information or in
reckless disregard of the truth or falsity of information. If CMWD seeks to recover penalties pursuant to
the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor
acknowledges that the filing of a false claim may subject Contractor to an administrative debarment
proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work
or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another
jurisdiction is grounds for CMWD to terminate this Agreement.
25. JURISDICTION AND VENUE
This Agreement shall be interpreted in accordance with the laws of the State of California without regard
to, or application of, choice of law rules or principles. Any action at law or in equity brought by either of
the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a
court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all
provisions of law providing for a change of venue in these proceedings to any other county.
26. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon CMWD and Contractor and
their respective successors. Neither this Agreement nor any part of it nor any monies due or to become
due under it may be assigned by Contractor without the prior consent of CMWD, which shall not be
unreasonably withheld.
27. THIRD PARTY RIGHTS
Nothing in this Agreement should be construed to give any rights or benefits to any party other than the
City and Contractor.
28. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated by it, along with
the purchase order for this Agreement and its provisions, embody the entire Agreement and
understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the
Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be
amended, modified, waived or discharged except in a writing signed by both parties. This Agreement may
be executed in counterparts.
29. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor
each represent and warrant that they have the legal power, right and actual authority to bind Contractor
to the terms and conditions of this Agreement.
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CONTRACTOR
CARLSBAD MUNICIPAL WATER DISTRICT, a Public
Agency organized under the Municipal Water Act
of 1911, and a Subsidiary District of the City of
Carlsbad
WOODARD & CURRAN INC., a Maine
corporation
By: By:
(sign here) SHEILA COBIAN, Assistant Executive Manager, as
authorized by the Executive Manager
Ray H. Fakhoury, Vice President
(print name/title)
ATTEST:
By: SHERRY FREISINGER, Secretary
(sign here) By:
Assistant City Clerk
(print name/title)
If required by CMWD, proper notarial acknowledgment of execution by contractor must be attached. If a
corporation, Agreement must be signed by one corporate officer from each of the following two groups.
Group A Group B
Chairman, Secretary,
President, or Assistant Secretary,
Vice-President CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under
corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
CINDIE K. McMAHON, General Counsel
By:
Assistant General Counsel
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EXHIBIT A
SCOPE OF SERVICES AND FEE
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9665 Chesapeake Drive
Suite 320
San Diego, California 92123
www.woodardcurran.com
T 800.426.4262
T 858.875.7400
Via Electronic Mail
July 15, 2025
Keri Martinez
Carlsbad Municipal Water District
5950 El Camino Real
Carlsbad, CA 92008
760-814-0241keri.martinez@carlsbadca.gov
Re: Proposal for 2025 Urban Water Management Plan
Dear Ms. Martinez:
Thank you for the opportunity to submit this letter proposal to the Carlsbad Municipal Water
District (CMWD) to prepare CMWD’s 2025 Urban Water Management Plan (UWMP). Consistent
with the requirements of the California Water Code, CMWD is required to update and submit
a UWMP to the State every five years. The 2025 UWMP will provide information about CMWD’s
actual and projected water demands and supplies through 2050.
Woodard & Curran has an extensive resume of developing UWMPs that meet State
requirements for agencies throughout California. Locally, our team was involved with the
preparation of UWMPs for City of Oceanside, City of Poway, San Diego County Water Authority,
San Dieguito Water District, and Santa Fe Irrigation District during the previous 2020 cycle.
Furthermore, Woodard & Curran supported CMWD in developing its 2015 and 2020 Urban
Water Management Plan, its Annual Water Supply and Demand Assessment in 2022,
developing population and housing forecasts in support of its UWMP in 2020 and 2025, and
preparing both the interim (2023) and first (2024) urban water use objective reports. Our team
is therefore well acquainted with CMWD’s water demand and supply portfolio and is well-
positioned to assist CMWD in its 2025 UWMP.
Scope of Work
Woodard & Curran will work with CMWD staff to prepare a 2025 UWMP that meets all
requirements established in DWR’s 2025 UWMP Guidebook (yet released). Although not
confirmed, we understand the State is planning to release the Draft Guidebook in August 2025.
This Scope of Work assumes a Draft Guidebook will be available in mid-August 2025. We also
assume the project will kick off before the 2025 Guidebook is available, to give our team
adequate time to update supply and demand data that we are confident will be included.
Following release of the Final Guidebook, Woodard & Curran will evaluate the need for
potential changes to this Scope of Work to reflect new requirements in the Guidebook.
Woodard & Curran will strive to adjust the level of effort to remain within the included fee
estimate. If DWR’s Final Guidebook includes substantial changes beyond those currently
anticipated, as captured in this Scope of Work, an amendment to this scope of work and fee
may be required.
The scope of work is described in the following tasks.
PSA26-3913UTIL Exhibit "A"
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Carlsbad Municipal Water District 2 Woodard & Curran, Inc.
2025 Urban Water Management Plan July 15, 2025
Task 1: Project Management and Administration
Task 1 includes project management and coordination activities for the course of the project.
Woodard & Curran will prepare and submit an initial schedule for the project in MS Project to
CMWD at the kickoff meeting for review and approval. The schedule will contain at a minimum
proposed start and finish dates for all tasks and subtasks defined in the scope of work.
Woodard & Curran will meet with CMWD staff as needed during the project. For the purposes
of this proposal, we assume twelve (12) meetings, including the kick-off, information gathering,
progress, two (2) coordination calls with the San Diego County Water Authority, and project
wrap up. Agendas and meeting notes will be prepared for all meetings during the project and
submitted via email to CMWD.
Woodard & Curran will provide general project management functions, including preparing
and maintaining budgets, submitting monthly invoices and progress reports, and conducting
quality assurance.
Task 1 Deliverables:
Meeting agendas and notes (up to 12, including kick-off and 2 calls with SDCWA)
Monthly invoices
Task 1 Assumptions:
Meetings will be held virtually via MS Teams
Task 2: Data Collection and Review
Woodard & Curran will review pertinent documents, prepare a data request for the 2025 UWMP
and provide a table of data needs to CMWD, as well as guidance on collecting and/or
developing any data that is not readily available. The data request may include, but not be
limited to:
Water production by supply source from 2021-2025;
Monthly customer use data for 2021-2025 by customer class;
Number of accounts by customer type and customer demographic groups;
AWWA Water Loss Audits (2021-2024);
Description and status of implementation for conservation measures; and
GIS shapefiles of CMWD’s potable, recycled, and wastewater systems, if different
from 2020.
A kick-off meeting (Task 1) will be held via conference call to review the project schedule,
scope, and data needs. Following the Draft 2025 UWMP Guidebook release (anticipated
August 2025), Woodard & Curran will prepare a second table of additional data needs, if
necessary. Additional data requests may be made as needed throughout document
development.
PSA26-3913UTIL Exhibit "A"
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Carlsbad Municipal Water District 3 Woodard & Curran, Inc.
2025 Urban Water Management Plan July 15, 2025
Task 2 Deliverables:
Preliminary data request
Secondary data request, if needed pending the Draft 2025 UWMP Guidebook
Task 2 Assumptions:
CMWD will respond to data requests within two weeks
For data required for the 2025 UWMP, Woodard & Curran will rely as much as
possible on data that we already have from past and current task orders with CMWD
Task 3: Demand and Supply Analysis
Subtask 3.1 System Description and Demands
Woodard & Curran will draft the System Description, System Water Use, and Baselines and
Targets portions of the 2025 UWMP. Woodard & Curran has completed population and
demand projections, and a description of CMWD’s system under a separate task order. This
scope of work assumes previous efforts will be reorganized, as needed, and incorporated into
the draft UWMP chapters.
Woodard & Curran will provide a thorough description of CMWD’s service area that includes
information on climate, population, demographics, land use, and water infrastructure facilities.
This chapter will include a description of potable and recycled water systems including storage,
transmission, treatment, and distribution facilities. It will also include description of climate
change vulnerability, mitigation, and adaptation, per the DWR 2025 UWMP Guidebook.
Woodard & Curran will draft the System Water Use chapter to include historical, current and
projected water use by use type. The demand characterization will include potable and recycled
water demand projections for a 25-year timeframe, in 5-year increments, through 2050. This
analysis will also address savings from codes and ordinances, the effect of climate change on
water demand, and historic water losses. Woodard & Curran will verify CMWD’s projected
demands with those provided by the San Diego County Water Authority. This chapter will also
include an expanded discussion of CMWD’s seasonal population and seasonal water use, based
on our prior and ongoing work preparing CMWD’s urban water use objective reports.
Woodard & Curran will calculate and report CMWD’s per capita water use in gallons per capita
per day (GPCD) and update the 2020 UWMP narrative, as needed, explaining CMWD’s
compliance with the 2020 Water Conservation Act of 2009 (SB x7-7) target. Because CMWD
met its 2020 per capita water use target of 207 GPCD and because CMWD has not experienced
a change in its service area, which would necessitate a recalculation of the baseline and target,
Woodard & Curran anticipates the portion of the 2025 UWMP that addresses SB x7-7 to be
straightforward and to require minimal effort to update. If required by the 2025 UWMP
Guidebook, Woodard & Curran will draft a description of CMWD’s compliance to-date with the
Water Use Efficiency Standards (AB 1668 and SB 606). Woodard & Curran will incorporate work
on CMWD’s urban water use objective reports, which have been completed under a separate
task order.
A draft version of the System Description, System Water Use, and Baselines and Targets
chapters will be provided to CMWD for review. A revised version that incorporates CMWD
PSA26-3913UTIL Exhibit "A"
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Carlsbad Municipal Water District 4 Woodard & Curran, Inc.
2025 Urban Water Management Plan July 15, 2025
comments will be included in the Administrative Draft UWMP, under Subtask 4.1, below.
Task 3.1 Deliverables:
Draft Chapter 3 System Description
Draft Chapter 4 System Water Use
Draft Chapter 5 Conservation Compliance (SB x7-7, AB 1668/SB 606)
Task 3.1 Assumptions:
CMWD’s projected population, demands, and system description will be based on work
completed by Woodard & Curran under the long-range population and water demand
forecasting task
San Diego County Water Authority projections will be available by late Summer 2025
Chapter 5, addressing SBx7-7 compliance, will not require substantial updates or
recalculations
Urban water use efficiency information, if required, would be incorporated into either
Chapter 4 System Water Use or Chapter 5 Conservation Compliance, unless otherwise
directed by the 2025 UWMP Guidebook
Comments on Draft Chapters 3, 4, and 5 will be addressed in the Administrative Draft
UWMP (Task 4.1)
Subtask 3.2 System Supplies
Woodard & Curran will draft the Water Supplies and Water Supply Reliability chapters of the
UWMP. The Water Supplies chapter will address CMWD’s existing and planned supply mix and
projects, energy intensity of supplies, and climate change impacts on supplies. Woodard &
Curran will rely on new descriptions and analyses that reflect CMWD’s existing and planned
supply mix, including recycled water, desalinated water, purchased water, and potential
groundwater and stormwater supplies, as applicable. We will also leverage our knowledge of
the regional supply context to ensure a thorough water supply description. The Water Supply
Reliability chapter will include updates to supply constraints, reliability by type of year
(including 5 consecutive dry years), and a supply and demand assessment for the normal year,
single dry year, and 5-year multiple dry years. The task will also include a description of water
quality and any foreseeable constituents of concern.
Woodard & Curran will provide a draft version of the Water Supplies and Water Supply
Reliability chapters for CMWD review. Revised versions of these chapters that incorporate
CMWD comments will be included in the Administrative Draft UWMP under Task 4.1, below.
Task 3.2 Deliverables:
Draft Chapter 6 Water Supplies
Draft Chapter 7 Water Supply Reliability
Task 3.2 Assumptions:
Demands not able to be met with local supplies would be met with purchases from the
PSA26-3913UTIL Exhibit "A"
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Carlsbad Municipal Water District 5 Woodard & Curran, Inc.
2025 Urban Water Management Plan July 15, 2025
San Diego County Water Authority
San Diego County Water Authority’s supply reliability analysis will be available in
January 2026
Comments on Draft Chapters 6 and 7 will be addressed in the Administrative Draft
UWMP (Task 4.1)
Subtask 3.3 Water Shortage Contingency Planning and Demand Management Measures
Per recent communications with DWR staff, Woodard & Curran anticipates minimal updates to
the Water Shortage Contingency Plan guidance in the 2025 UWMP Guidebook. Woodard &
Curran will update the 2020 UWMP Water Shortage Contingency Planning chapter, including
water shortage levels and shortage response actions, as needed to maintain compliance with
provisions in the Water Code and published guidance documents.
Woodard & Curran will update the description of Demand Management Measures to reflect
recent conservation efforts and planned future demand management projects. Woodard &
Curran will revise the section to address the requirements of the 2025 Guidebook, which needs
to reflect conservation efforts undertaken in the last 5 years and planned for implementation
to meet indoor- and outdoor-water use efficiency standards. Woodard & Curran will work with
CMWD to quantify the potential water savings from each demand management measure and
forecast the timing of savings. Woodard & Curran will revisit CMWD’s conservation measures
and the assumptions regarding conservation savings to reflect any changes in CMWDs
conservation actions since the 2020 UWMP.
A draft version of the Water Shortage Contingency Planning and Demand Management
Measures chapters will be provided to CMWD for review. A revised version that incorporates
CMWD comments will be included in the Administrative Draft UWMP, under Subtask 4.1, below.
Task 3.3 Deliverables:
Draft Chapter 8 Water Shortage Contingency Planning
Draft Chapter 9 Demand Management Measures
Task 3.3 Assumptions:
Updates to the Water Shortage Contingency Plan will be minimal
CMWD will provide updated numbers for the programs included in the Demand
Management Measures as part of the data request (Task 2).
Comments on Draft Chapters 8 and 9 will be addressed in the Administrative Draft
UWMP (Task 4.1)
Task 4: UWMP Report Preparation and Submittal
Subtask 4.1: Administrative Draft UWMP
Woodard & Curran assumes that each of the above chapters in Task 3 will be completed and
PSA26-3913UTIL Exhibit "A"
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Carlsbad Municipal Water District 6 Woodard & Curran, Inc.
2025 Urban Water Management Plan July 15, 2025
reviewed independently as data become available from CMWD. Following the completion of
deliverables from Task 3, we will produce a complete Administrative Draft 2025 UWMP for
CMWD review that incorporates comments received on the draft chapters under Subtasks 3.1
through 3.3, above. Additionally, Woodard & Curran will prepare a Draft Executive Summary,
and Draft Chapters 1, 2, and 10 (Introduction and Overview, Plan Preparation, and Plan
Adoption, Submittal and Implementation) for inclusion in the Administrative Draft UWMP. All
requirements for a 2025 UWMP will be identified on DWR-approved checklists, for CMWD
review. Woodard & Curran will submit the Administrative Draft in electronic (MS Word) format
for CMWD review, along with the completed data tables required for submittal to DWR in
electronic (MS Excel) format. This scope assumes CMWD comments will be provided within 2
weeks.
The compiled Administrative Draft will include all UWMP sections and associated appendices
required by the 2025 Guidebook. Should DWR delay the release of the Final 2025 Guidebook
until after the Administrative Draft is due to CMWD, the Administrative Draft UWMP will be
consistent with the requirements of the Draft 2025 Guidebook.
Task 4.1 Deliverables:
Administrative Draft UWMP, including appendices, DWR Tables, DWR checklists
Task 4.1 Assumptions:
CMWD will provide comments on the Administrative Draft UWMP within 2 weeks.
Comments on the Administrative Draft UWMP will be addressed in the Second
Administrative Draft UWMP (Task 4.2)
The Administrative Draft will reflect the requirements of whichever version of DWR’s
2025 UWMP Guidebook is available at the time the Administrative Draft is prepared
(either the Draft 2025 Guidebook or Final 2025 Guidebook)
Subtask 4.2: Second Administrative Draft UWMP
Following CMWD review, Woodard & Curran will conduct one conference call with CMWD staff
to discuss CMWD comments on the Administrative Draft. Woodard & Curran will revise the
draft UWMP, appendices, tables, and checklists incorporating CMWD comments and provide
CMWD with a Second Administrative Draft UWMP.
Task 4.2 Deliverables:
Second Administrative Draft UWMP
Task 4.2 Assumptions:
One 1-hour call to review comments on the Administrative Draft will be held virtually
using MS Teams.
CMWD will provide comments on the Second Administrative Draft UWMP within 2
weeks.
PSA26-3913UTIL Exhibit "A"
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Carlsbad Municipal Water District 7 Woodard & Curran, Inc.
2025 Urban Water Management Plan July 15, 2025
Comments on the Second Administrative Draft UWMP will be addressed in the Public
Review Draft UWMP (Task 4.3)
Subtask 4.3: Public Review Draft UWMP
Following CMWD review, Woodard & Curran will conduct one conference call with CMWD staff
to discuss CMWD comments on the Second Administrative Draft. Woodard & Curran will
incorporate CMWD comments and produce a complete Public Review Draft 2025 UWMP.
Woodard & Curran will submit the Public Draft to CMWD in PDF format for public review, along
with the completed data tables required for submittal to DWR. Woodard & Curran recommends
that the public review period is at least 30 days and that the public hearing be scheduled during
this time.
Task 4.3 Deliverables:
Public Review Draft UWMP
Task 4.3 Assumptions:
One 1-hour call to review comments on the Second Administrative Draft will be held
virtually using MS Teams.
CMWD will be responsible for notifying applicable stakeholders of the availability of
the Public Review Draft UWMP
The public review period will be 30 days
Subtask 4.4: Final UWMP
Following public review on the Public Review Draft 2025 UWMP, Woodard & Curran will
incorporate comments and produce a Final 2025 UWMP. One conference call will be held with
CMWD to discuss proposed responses to comments. Woodard & Curran will submit the Final
UWMP to CMWD in PDF and Word format, with DWR tables in Excel format.
Woodard & Curran will submit the Final UWMP and supporting materials to DWR electronically
through the Water Use Efficiency (WUE) database (or as required by the Final 2025 Guidebook),
no later than July 1, 2026.
Task 4.4 Deliverables:
Final UWMP
DWR Submittal
Task 4.4 Assumptions:
One 1-hour call to review comments on the Public Review Draft and responses to
comments will be held virtually using MS Teams.
OPTIONAL Task 5: Presentations and Noticing
If authorized, Woodard & Curran will support CMWD with agency coordination and public
PSA26-3913UTIL Exhibit "A"
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Carlsbad Municipal Water District 8 Woodard & Curran, Inc.
2025 Urban Water Management Plan July 15, 2025
participation required for the 2025 UWMP process. The Urban Water Management Planning
Act requires CMWD to coordinate the preparation of its plan with agencies in the area,
including other water suppliers that share a common source, water management agencies, and
relevant public agencies. Woodard & Curran will prepare a draft and final letter that CMWD
would distribute to agencies notifying them no later than 60 days prior to the update of the
UWMP. To encourage public participation in the UWMP update, CMWD will hold a public
hearing. Woodard & Curran will assist CMWD with the public hearing by preparing materials
that CMWD staff will present. Woodard & Curran will also prepare materials that CMWD staff
will present at the meeting to adopt the UWMP. If requested, Woodard & Curran staff will
attend the public hearing and Board meeting.
Optional Task 5 Deliverables:
Draft and Final 60-day Notice of UWMP Update
Draft and Final notice of public hearing to coordinating agencies
Draft and Final public hearing presentation
Draft and Final CMWD Board presentation materials
Draft CMWD Board resolution
Optional Task 5 Assumptions:
If Task 5 is not authorized, CMWD will be responsible for all deliverables in this task
CMWD would be responsible for customer mailings, coordinating agency mailings, and
posting on CMWD website
CMWD would be responsible for all newspaper notices and fees
Woodard & Curran staff would attend the public hearing and Board of Directors
meeting; however, CMWD staff would be responsible for presenting
Schedule
Woodard & Curran proposes to complete this scope of work according to the following
schedule. Because CMWD uses a calendar year timeframe for its UWMP, some final 2025
demand and supply data may not be available until the end of January 2026.
UWMP Chapters – January-February 2026
Administrative UWMP - February 2026
Second Administrative UWMP - March 2026
Public Review Draft UWMP, 30-day Public Review, and Public Hearing - April 2026
Final UWMP, CMWD Adoption - June 2026
Adopted UWMP Submittal to DWR - July 1, 2026
PSA26-3913UTIL Exhibit "A"
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Carlsbad Municipal Water District 9 Woodard & Curran, Inc.
2025 Urban Water Management Plan July 15, 2025
Budget
Woodard & Curran proposes to provide CMWD with 2025 UWMP support for a fee not to
exceed $80,930 ($85,935 with optional tasks), to be billed on a time and materials basis
according to our 2025 standard rate sheet (see Attachment A: Proposed Fee Estimate attached).
We suggest to begin work on this effort in August 2025 to align with the anticipated release of
the 2025 UWMP Guidebook.
We greatly appreciate this opportunity to work with CMWD in achieving compliance with
UWMP reporting requirements. Please feel free to call Haley Johnson at (858) 875-7407 if you
have any questions regarding our proposal or require any further information.
Sincerely,
WOODARD & CURRAN, INC.
Ray H. Fakhoury
Ray H. Fakhoury Haley Johnson
Vice President Water Resources Planner
PSA26-3913UTIL Exhibit "A"
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Attachment A
Carlsbad Municipal Water District Fee Estimate
2025 Urban Water Management Plan 7/15/2025
Tasks Total
Ray
Fakhoury
Haley
Johnson Sally Johnson Chris Hewes
Arthella
Vallarta
Merina
Addonigio
Jen
Sindermann
Client
Manager
Project
Manager
Technical
Advisor
Demand &
Conservation Planner GIS Analyst Planner 1 PA
$370 $320 $320 $320 $265 $190 $160 $145Task 1: Project Management and Administration
1.1 Project schedule 2 2 $640 $0 $640
1.2 Monthly invoicing and progress reports 6 12 18 $3,660 $0 $3,660
1.3 Meeting agendas 2 4 6 $1,700 $0 $1,700
1.4 Meetings (12)12 5 18 35 $10,210 $0 $10,210
Subtotal Task 1:0 22 5 0 22 0 0 12 61 $16,210 $0 $16,210
Task 2: Data Collection and Review
2.1 Data collection and review 3 1 2 4 10 $2,980 $0 $2,980
2.2 Data request(s)2 2 4 $1,170 $0 $1,170
Subtotal Task 2:0 5 1 2 6 0 0 0 14 $4,150 $0 $4,150
Task 3: Demand and Supply Analysis
3.1 System Description 2 2 1 5 $1,360 $0 $1,360
3.2 System Water Use 2 4 4 10 $2,980 $0 $2,980
3.3 Conservation Compliance 6 1 4 6 17 $5,110 $0 $5,110
3.4 Water Supplies 8 1 6 15 $4,470 $0 $4,470
3.5 Water Supply Reliability and Drought Risk Assessment 8 1 4 8 21 $5,220 $0 $5,220
3.6 Water Shortage Contingency Planning 5 1 12 18 $3,840 $0 $3,840
3.7 Demand Management Measures 5 16 21 $4,160 $0 $4,160
Subtotal Task 3:0 36 4 8 22 1 36 0 107 $27,140 $0 $27,140
Task 4: UWMP Report Preparation and Submittal
4.1 Administrative Draft UWMP 14 2 18 24 58 $13,730 $0 $13,730
4.2 Second Administrative 10 8 8 26 $6,600 $0 $6,600
4.3 Final Draft UWMP for Public Review 10 1 10 4 25 $6,810 $220 $7,030
4.4 Adopted UWMP and Submittal 5 6 18 29 $6,070 $0 $6,070
Subtotal Task 4:0 39 3 0 42 0 54 0 138 $33,210 $220 $33,430
SUBTOTAL (TASKS 1 - 4)0 102 13 10 92 1 36 12 320 $80,710 $220 $80,930
OPTIONAL Task 5: Presentations and Noticing
Draft and final Notice of UWMP Update 1 1 4 6 $1,225 $0 $1,225
Draft and final public hearing notices 1 1 1 3 6 $1,385 $0 $1,385
Draft and final public hearing and Board presentations 1 2 6 9 $1,810 $0 $1,810
Draft Resolution 1 1 2 $585 $0 $585
Subtotal OPTIONAL Task 5:0 4 1 0 5 0 13 0 23 $5,005 $0 $5,005
TOTAL with OPTIONAL Task 0 106 14 10 97 1 49 12 343 $85,715 $220 $85,935
Additional Notes:
3. Additional Woodard & Curran staff may perform work on the project, based on our standard billing rate schedule currently in effect.
Total
Fee
1. The individual hourly rates include salary, overhead and profit.2. W&C reserves the right to adjust its hourly rate structure and ODC markup at the beginning of the calendar year for all ongoing contracts.
Labor ODCs
Total Hours Total Labor
Costs (1)
Total ODCs
(3)
PSA26-3913UTIL Exhibit "A"
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D
Docusign Envelope ID: ACA3024A-25F9-40D2-8BDD-3DF09A2C246D