HomeMy WebLinkAboutCO 2026-036 - R3 Consulting Group, IncCITY OF RANCHO CUCAMONGA
PUBLIC WORKS SERVICES DEPARTMENT
CONTRACT
R3 CONSULTING GROUP, INC
FOR
FRANCHISE WASTE HAULER DIVERSION REPORTING
AND BILLING ACCURACY AUDIT
AWARD DATE:
April 6, 2026
City of Rancho Cucamonga
CONTRACT NUMBER
2026-036
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AGREEMENT FOR
PROFESSIONAL SERVICES
THIS AGREEMENT is made and entered into this 6 th day of April,
2026, by and between the City of Rancho Cucamonga, a municipal corporation
(“City”) and R3 Consulting Group, Inc., a California Certified Small Business
(“Consultant”).
RECITALS
A. City has heretofore issued its request for proposals to perform the
following professional services: Review franchise waste hauler diversion reporting and
billing accuracy (“the Project”).
B. Consultant has submitted a proposal to perform the professional services
described in Recital “A”, above, necessary to complete the Project.
C. City desires to engage Consultant to complete the Project in the manner
set forth and more fully described herein.
D. Consultant represents that it is fully qualified and licensed under the laws
of the State of California to perform the services contemplated by this Agreement in a
good and professional manner.
AGREEMENT
NOW, THEREFORE, in consideration of performance by the parties of the
mutual promises, covenants, and conditions herein contained, the parties hereto agree as
follows:
1. Consultant’s Services.
1.1 Scope and Level of Services. Subject to the terms and conditions
set forth in this Agreement, City hereby engages Consultant to perform all technical and
professional services described in Recitals “A” and “B” above, including, but not limited
to scope of work describe in the proposal, all as more fully set forth in the Consultant’s
proposal, dated March 17, 2026, and entitled “Scope of Work”, attached hereto as Exhibit
“A”, and incorporated by reference herein. The nature, scope, and level of the services
required to be performed by Consultant are set forth in the Scope of Work and are
referred to herein as “the Services.” In the event of any inconsistencies between the
Scope of Work and this Agreement, the terms and provisions of this Agreement shall
control.
1.2 Revisions to Scope of Work. Upon request of the City, the
Consultant will promptly meet with City staff to discuss any revisions to the Project
desired by the City. Consultant agrees that the Scope of Work may be amended based
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upon said meetings, and, by amendment to this Agreement, the parties may agree on a
revision or revisions to Consultant’s compensation based thereon. A revision pursuant to
this Section that does not increase the total cost payable to Consultant by more than ten
percent (10%) of the total compensation specified in Section 3, may be approved in
writing by City’s City Manager without amendment.
1.3 Time for Performance. Consultant shall perform all services under
this Agreement in a timely, regular basis consistent with industry standards for
professional skill and care, and in accordance with any schedule of performance set forth
in the Scope of Work, or as set forth in a “Schedule of Performance”, if such Schedule is
attached hereto as Exhibit “B”.
1.4 Standard of Care. As a material inducement to City to enter into
this Agreement, Consultant hereby represents that it has the experience necessary to
undertake the services to be provided. In light of such status and experience, Consultant
hereby covenants that it shall follow the customary professional standards in performing
the Services.
1.5 Familiarity with Services. By executing this Agreement,
Consultant represents that, to the extent required by the standard of practice, Consultant
(a) has investigated and considered the scope of services to be performed, (b) has
carefully considered how the services should be performed, and (c) understands the
facilities, difficulties and restrictions attending performance of the services under this
Agreement. Consultant represents that Consultant, to the extent required by the standard
of practice, has investigated any areas of work, as applicable, and is reasonably
acquainted with the conditions therein. Should Consultant discover any latent or
unknown conditions, which will materially affect the performance of services, Consultant
shall immediately inform City of such fact and shall not proceed except at Consultant’s
risk until written instructions are received from the City Representative.
2. Term of Agreement. The term of this Agreement shall be one (1) year
and shall become effective as of the date of the mutual execution by way of both parties
signature (the “Effective Date”). No work shall be conducted; service or goods will not
be provided until this Agreement has been executed and above requirements have been
fulfilled.
Parties to this Agreement shall have the option to renew in one (1) year increments to a
total of three (3) years, unless sooner terminated as provided in Section 14 herein.
Options to renew are contingent upon the City Manager’s approval, subject to pricing
review, and in accordance with all Terms and Conditions stated herein unless otherwise
provided in writing by the City.
3.Compensation.
3.1 Compensation. City shall compensate Consultant as set forth in
Exhibit A, provided, however, that full, total and complete amount payable to Consultant
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shall not exceed $37,500 (Thirty-Seven Thousand Five Hundred Dollars), including
all out of pocket expenses, unless additional compensation is approved by the City
Council. City shall not withhold any federal, state or other taxes, or other
deductions. However, City shall withhold not more than ten percent (10%) of any
invoice amount pending receipt of any deliverables reflected in such invoice. Under
no circumstance shall Consultant be entitled to compensation for services not yet
satisfactorily performed.
The parties further agree that compensation may be adjusted in accordance
with Section 1.2 to reflect subsequent changes to the Scope of Services. City shall
compensate Consultant for any authorized extra services as set forth in Exhibit A.
4.Method of Payment.
4.1 Invoices. Consultant shall submit to City monthly invoices for the
Services performed pursuant to this Agreement. The invoices shall describe in detail the
Services rendered during the period and shall separately describe any authorized extra
services. Any invoice claiming compensation for extra services shall include appropriate
documentation of prior authorization of such services. All invoices shall be remitted to
the City of Rancho Cucamonga, California.
4.2 City shall review such invoices and notify Consultant in writing
within ten (10) business days of any disputed amounts.
4.3 City shall pay all undisputed portions of the invoice within thirty
(30) calendar days after receipt of the invoice up to the not-to-exceed amounts set forth in
Section 3.
4.4 All records, invoices, time cards, cost control sheets and other
records maintained by Consultant relating to services hereunder shall be available for
review and audit by the City.
5. Representatives.
5.1 City Representative. For the purposes of this Agreement, the
contract administrator and City’s representative shall be Mark Medina, Management
Analyst II in Environmental Programs, or such other person as designated in writing
by the City (“City Representative”). It shall be Consultant’s responsibility to assure that
the City Representative is kept informed of the progress of the performance of the
services, and Consultant shall refer any decisions that must be made by City to the City
Representative. Unless otherwise specified herein, any approval of City required
hereunder shall mean the approval of the City Representative.
5.2 Consultant Representative. For the purposes of this Agreement,
Rose Radford is hereby designated as the principal and representative of Consultant
authorized to act in its behalf with respect to the services specified herein and make all
decisions in connection therewith (“Consultant’s Representative”). It is expressly
understood that the experience, knowledge, capability and reputation of the Consultant’s
Representative were a substantial inducement for City to enter into this Agreement.
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Therefore, the Consultant’s Representative shall be responsible during the term of this
Agreement for directing all activities of Consultant and devoting sufficient time to
personally supervise the services hereunder. Consultant may not change the Responsible
Principal without the prior written approval of City.
6. Consultant’s Personnel.
6.1 All Services shall be performed by Consultant or under
Consultant’s direct supervision, and all personnel shall possess the qualifications,
permits, and licenses required by State and local law to perform such Services, including,
without limitation, a City business license as required by the City’s Municipal Code.
6.2 Consultant shall be solely responsible for the satisfactory work
performance of all personnel engaged in performing the Services and compliance with
the standard of care set forth in Section 1.4.
6.3 Consultant shall be responsible for payment of all employees’ and
subcontractors’ wages and benefits, and shall comply with all requirements pertaining to
employer’s liability, workers’ compensation, unemployment insurance, and Social
Security. By its execution of this Agreement, Consultant certifies that it is aware of the
provisions of Section 3700 of the California Labor Code that require every employer to
be insured against liability for Worker's Compensation or to undertake self-insurance in
accordance with the provisions of that Code, and agrees to comply with such provisions
before commencing the performance of the Services.
6.4 Consultant shall indemnify, defend and hold harmless City and its
elected officials, officers and employees, servants, designated volunteers, and agents
serving as independent contractors in the role of city or agency officials, from any and all
liability, damages, claims, costs and expenses of any nature to the extent arising from
Consultant’s violations of personnel practices and/or any violation of the California
Labor Code. City shall have the right to offset against the amount of any fees due to
Consultant under this Agreement any amount due to City from Consultant as a result of
Consultant’s failure to promptly pay to City any reimbursement or indemnification
arising under this Section 6.
7. Ownership of Work Product.
7.1 Ownership. All documents, ideas, concepts, electronic files,
drawings, photographs and any and all other writings, including drafts thereof, prepared,
created or provided by Consultant in the course of performing the Services, including any
and all intellectual and proprietary rights arising from the creation of the same
(collectively, “Work Product”), are considered to be “works made for hire” for the
benefit of the City. Upon payment being made, and provided Consultant is not in breach
of this Agreement, all Work Product shall be and remain the property of City without
restriction or limitation upon its use or dissemination by City. Basic survey notes,
sketches, charts, computations and similar data prepared or obtained by Consultant under
this Agreement shall, upon request, be made available to City. None of the Work Product
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shall be the subject of any common law or statutory copyright or copyright application by
Consultant. In the event of the return of any of the Work Product to Consultant or its
representative, Consultant shall be responsible for its safe return to City. Under no
circumstances shall Consultant fail to deliver any draft or final designs, plans, drawings,
reports or specifications to City upon written demand by City for their delivery,
notwithstanding any disputes between Consultant and City concerning payment,
performance of the contract, or otherwise. This covenant shall survive the termination of
this Agreement. City’s reuse of the Work Product for any purpose other than the Project,
shall be at City’s sole risk.
7.2. Assignment of Intellectual Property Interests: Upon execution of
this Agreement and to the extent not otherwise conveyed to City by Section 7.1, above,
the Consultant shall be deemed to grant and assign to City, and shall require all of its
subcontractors to assign to City, all ownership rights, and all common law and statutory
copyrights, trademarks, and other intellectual and proprietary property rights relating to
the Work Product and the Project itself, and Consultant shall disclaim and retain no rights
whatsoever as to any of the Work Product, to the maximum extent permitted by law.
City shall be entitled to utilize the Work Product for any and all purposes, including but
not limited to constructing, using, maintaining, altering, adding to, restoring, rebuilding
and publicizing the Project or any aspect of the Project.
7.3 Title to Intellectual Property. Consultant warrants and represents
that it has secured all necessary licenses, consents or approvals to use any
instrumentality, thing or component as to which any intellectual property right exists,
including computer software, used in the rendering of the Services and the production of
the Work Product and/or materials produced under this Agreement, and that City has full
legal title to and the right to reproduce any of the Work Product. Consultant shall defend,
indemnify and hold City, and its elected officials, officers, employees, servants,
attorneys, designated volunteers, and agents serving as independent contractors in the
role of city officials, harmless from any loss, claim or liability in any way related to a
claim that City’s use is violating federal, state or local laws, or any contractual
provisions, relating to trade names, licenses, franchises, patents or other means of
protecting intellectual property rights and/or interests in products or inventions.
Consultant shall bear all costs arising from the use of patented, copyrighted, trade secret
or trademarked documents, materials, software, equipment, devices or processes used or
incorporated in the Services and materials produced under this Agreement. In the event
City’s use of any of the Work Product is held to constitute an infringement and any use
thereof is enjoined, Consultant, at its expense, shall: (a) secure for City the right to
continue using the Work Product by suspension of any injunction or by procuring a
license or licenses for City; or (b) modify the Work Product so that it becomes non-
infringing. This covenant shall survive the termination of this Agreement.
8. Status as Independent Contractor. Consultant is, and shall at all times
remain as to City, a wholly independent contractor. Consultant shall have no power to
incur any debt, obligation, or liability on behalf of City or otherwise act as an agent of
City. Neither City nor any of its agents shall have control over the conduct of Consultant
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or any of Consultant’s employees, except as set forth in this Agreement. Consultant shall
not, at any time, or in any manner, represent that it or any of its officers, agents or
employees are in any manner employees of City. Consultant shall pay all required taxes
on amounts paid to Consultant under this Agreement, and to defend, indemnify and hold
City harmless from any and all taxes, assessments, penalties, and interest asserted against
City by reason of the independent contractor relationship created by this Agreement.
Consultant shall fully comply with the workers’ compensation law regarding Consultant
and Consultant’s employees.
9. Confidentiality. Consultant may have access to financial, accounting,
statistical, and personnel data of individuals and City employees. Consultant covenants
that all data, documents, discussion, or other information developed or received by
Consultant or provided for performance of this Agreement are confidential and shall not
be disclosed by Consultant without prior written authorization by City. City shall grant
such authorization if applicable law requires disclosure. All City data shall be returned to
City upon the termination of this Agreement. Consultant’s covenant under this section
shall survive the termination of this Agreement. This provision shall not apply to
information in whatever form that is in the public domain, nor shall it restrict the
Consultant from giving notices required by law or complying with an order to provide
information or data when such an order is issued by a court, administrative agency or
other legitimate authority, or if disclosure is otherwise permitted by law and reasonably
necessary for the Consultant to defend itself from any legal action or claim.
10. Conflict of Interest.
10.1 Consultant covenants that it presently has no interest and shall not
acquire any interest, direct or indirect, which may be affected by the Services, or which
would conflict in any manner with the performance of the Services. Consultant further
covenants that, in performance of this Agreement, no person having any such interest
shall be employed by it. Furthermore, Consultant shall avoid the appearance of having
any interest, which would conflict in any manner with the performance of the Services.
Consultant shall not accept any employment or representation during the term of this
Agreement which is or may likely make Consultant “financially interested” (as provided
in California Government Code §§1090 and 87100) in any decision made by City on any
matter in connection with which Consultant has been retained.
10.2 Consultant further represents that it has not employed or retained
any person or entity, other than a bona fide employee working exclusively for Consultant,
to solicit or obtain this Agreement. Consultant has not paid or agreed to pay any person
or entity, other than a bona fide employee working exclusively for Consultant, any fee,
commission, gift, percentage, or any other consideration contingent upon the execution of
this Agreement. Upon any breach or violation of this warranty, City shall have the right,
at its sole and absolute discretion, to terminate this Agreement without further liability, or
to deduct from any sums payable to Consultant hereunder the full amount or value of any
such fee, commission, percentage or gift.
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10.3 Consultant has no knowledge that any officer or employee of City
has any interest, whether contractual, noncontractual, financial, proprietary, or otherwise,
in this transaction or in the business of Consultant, and that if any such interest comes to
the knowledge of Consultant at any time during the term of this Agreement, Consultant
shall immediately make a complete, written disclosure of such interest to City, even if
such interest would not be deemed a prohibited “conflict of interest” under applicable
laws as described in subsection 10.1.
11. Indemnification.
11.1 Professional Services. In connection with its professional services,
the Consultant shall defend, hold harmless and indemnify City, and its elected officials,
officers, employees, servants, volunteers, and agents serving as independent contractors
in the role of city or agency officials, (collectively, “Indemnitees”), with respect to any
and all damages, liabilities, losses, reasonable defense costs or expenses (collectively,
“Claims”), including but not limited to liability for death or injury to any person and
injury to any property, to the extent the same out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the Consultant or any of its officers,
employees, subcontractors, consultants, or agents in the performance of its professional
services under this Agreement. Consultant shall reimburse all reasonable defense costs
and expenses, including actual attorney’s fees and experts’ costs incurred in connection
with such defense.
11.2 Other Indemnities. In connection with all Claims not covered by
Section 11.1, the Consultant shall defend, hold harmless and indemnify the Indemnitees
with respect to any and all Claims including but not limited to Claims relating to death or
injury to any person and injury to any property, which arise out of, pertain to, or relate to
the non-professional acts, omissions, activities or operations of Consultant or any of its
officers, employees, subcontractors, consultants, or agents in the performance of this
Agreement. Consultant shall defend Indemnitees in any action or actions filed in
connection with any such Claims with counsel of City’s choice, and shall pay all costs
and expenses, including actual attorney’s fees and experts’ costs incurred in connection
with such defense.
11.3 Nonwaiver of Rights. Indemnitees do not, and shall not, waive any
rights that they may possess against Consultant because of the acceptance by City, or the
deposit with City, of any insurance policy or certificate required pursuant to this
Agreement.
11.4 Waiver of Right of Subrogation. Except as otherwise expressly
provided in this Agreement, Consultant, on behalf of itself and all parties claiming under
or through it, hereby waives all rights of subrogation against the Indemnitees, while
acting within the scope of their duties, from all claims, losses and liabilities arising out of
or incident to activities or operations performed by or on behalf of the Consultant.
11.5 Survival. The provisions of this Section 11 shall survive the
termination of the Agreement and are in addition to any other rights or remedies which
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Indemnitees may have under the law. Payment is not required as a condition precedent to
an Indemnitee’s right to recover under this indemnity provision, and an entry of judgment
against Consultant shall be conclusive in favor of the Indemnitee’s right to recover under
this indemnity provision.
12. Insurance.
12.1 Liability Insurance. Consultant shall procure and maintain in full
force and effect for the duration of this Agreement, insurance against claims for injuries
to persons or damages to property which may arise from or in connection with the
performance of the services hereunder by Consultant, and/or its agents, representatives,
employees and subcontractors.
12.2 Minimum Scope of Insurance. Unless otherwise approved by City,
coverage shall be at least as broad as:
(1) Insurance Services Office Commercial General Liability
coverage (occurrence form CG 0001).
(2) Insurance Services Office form number CA 0001 (Ed.
1/87) covering Automobile Liability, code 1 (any auto).
(3) Worker’s Compensation insurance as required by the State
of California, and Employer’s Liability Insurance.
(4) Professional Liability insurance in a form approved by the
City, having an extended reporting period of not less than
three (3) years; or Professional Liability insurance shall be
maintained for a period of three (3) years after completion
of the Services which shall, during the entire three (3) year
period, provide protection against claims of professional
negligence arising out of Consultant’s performance of the
Services and otherwise complying with all applicable
provisions of this Section 13. Either policy shall be
endorsed to include contractual liability to the extent
insurable.
12.3 Minimum Limits of Insurance. Consultant shall maintain limits no
less than:
(1) Commercial General Liability: $2,000,000 per occurrence
for bodily injury, personal injury and property damage.
Commercial General Liability Insurance with a general
aggregate limit shall apply separately to this Agreement or
the general limit shall be twice the required occurrence
limit.
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(2) Automobile Liability: $2,000,000 per accident for bodily
injury and property damage.
(3) Employer’s Liability: $1,000,000 per accident and in the
aggregate for bodily injury or disease and Workers’
Compensation Insurance in the amount required by law.
(4) Professional Liability: $1,000,000 per claim/aggregate.
12.4 Deductibles and Self-Insured Retentions. Any deductibles or self-
insured retentions must be declared to and approved by the City.
12.5 Other Insurance Provisions.
(1) The commercial general liability and automobile liability
policies are to contain the following provisions on a
separate additionally insured endorsement naming the City,
its officers, officials, employees, designated volunteers and
agents serving as independent contractors in the role of city
or agency officials, are to be covered as additional insureds
as respects: liability arising out of activities performed by
or on behalf of Consultant; products and completed
operations of Consultant; premises owned, occupied or
used by Consultant; and/or automobiles owned, leased,
hired or borrowed by Consultant. The coverage shall
contain no limitations on the scope of protection afforded
to City, its officers, officials, employees, designated
volunteers or agents serving as independent contractors in
the role of City or agency officials which are not also
limitations applicable to the named insured.
(2) For any claims related to this Agreement, Consultant’s
insurance coverage shall be primary insurance as respects
City, its officers, officials, employees, designated
volunteers and agents serving as independent contractors in
the role of city or agency officials. Any insurance or self-
insurance maintained by City, their officers, officials,
employees, designated volunteers or agents serving as
independent contractors in the role of city or agency
officials shall be excess of Consultant’s insurance and shall
not contribute with it.
(3) Consultant’s insurance shall apply separately to each
insured against whom claim is made or suit is brought,
except with respect to the limits of the insurer’s liability.
(4) Each insurance policy required by this clause shall be
endorsed to state that coverage shall not be canceled except
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after 30 days prior written notice by first class mail has
been given to City (ten (10) days prior written notice for
non-payment of premium). Consultant shall provide thirty
(30) days written notice to City prior to implementation of
a reduction of limits or material change of insurance
coverage as specified herein.
(5) Each insurance policy, required by this clause shall
expressly waive the insurer’s right of subrogation against
City and its elected officials, officers, employees, servants,
attorneys, designated volunteers, and agents serving as
independent contractors in the role of city or agency
officials.
(6) Be issued by an insurance company approved in writing by
City, which is admitted and licensed to do business in the
State of California and which is rated A:VII or better
according to the most recent A.M. Best Co. Rating
Guide.
(7) Specify that any failure to comply with reporting or other
provisions of the required policy, including breaches of
warranty, shall not affect the coverage required to be
provided.
(8) Specify that any and all costs of adjusting and/or defending
any claim against any insured, including court costs and
attorneys' fees, shall be paid in addition to and shall not
deplete any policy limits.
(9) Other required insurance, endorsements, or exclusions as
required by the City in any request for proposals applicable
to this Agreement.
12.6 Evidence of coverage. Prior to commencing performance under this
Agreement, the Consultant shall furnish the City with certificates and original
endorsements, or copies of each required policy, effecting and evidencing the insurance
coverage required by this Agreement. The endorsements shall be signed by a person
authorized by the insurer(s) to bind coverage on its behalf. All endorsements or policies
shall be received and approved by the City before Consultant commences performance.
If performance of this Agreement shall extend beyond one year, Consultant shall provide
City with the required policies or endorsements evidencing renewal of the required
policies of insurance prior to the expiration of any required policies of insurance.
13. Cooperation. In the event any claim or action is brought against City
relating to Consultant’s performance or services rendered under this Agreement,
Consultant shall render any reasonable assistance and cooperation that City might
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require. City shall compensate Consultant for any litigation support services in an
amount to be agreed upon by the parties.
14. Termination. City shall have the right to terminate this Agreement at any
time for any or no reason on not less than ten (10) days prior written notice to
Consultant. In the event City exercises its right to terminate this Agreement, City shall
pay Consultant for any services satisfactorily rendered prior to the effective date of the
termination, provided Consultant is not then in breach of this Agreement. Consultant
shall have no other claim against City by reason of such termination, including any claim
for compensation. City may terminate for cause following a default remaining uncured
more than five (5) business days after service of a notice to cure on the breaching party.
Consultant may terminate this Agreement for cause upon giving the City ten (10)
business days prior written notice for any of the following: (1) uncured breach by the
City of any material term of this Agreement, including but not limited to Payment
Terms; (2) material changes in the conditions under which this Agreement was entered
into, coupled with the failure of the parties to reach accord on the fees and charges for
any Additional Services required because of such changes.
15. Notices. Any notices, bills, invoices, or reports authorized or required by
this Agreement shall be in writing and shall be deemed received on (a) the day of
delivery if delivered by hand or overnight courier service during Consultant’s and City’s
regular business hours; or (b) on the third business day following deposit in the United
States mail, postage prepaid, to the addresses set forth in this section, or to such other
addresses as the parties may, from time to time, designate in writing pursuant to the
provisions of this section.
All notices shall be addressed as follows:
If to City: Mark Medina, Management Analyst II
8794 Lion Street
Rancho Cucamonga, CA 91730
If to Consultant: Jordan Muratsuchi, Project Manager
1512 Eureka Road, Suite 220
Roseville, CA 95661
16. Non-Discrimination and Equal Employment Opportunity. In the
performance of this Agreement, Consultant shall not discriminate against any employee,
subcontractor, or applicant for employment because of race, color, creed, religion, sex,
marital status, national origin, ancestry, age, physical or mental handicap, medical
condition, or sexual orientation. Consultant will take affirmative action to ensure that
subcontractors and applicants are employed, and that employees are treated during
employment, without regard to their race, color, creed, religion, sex, marital status,
national origin, ancestry, age, physical or mental handicap, medical condition, or sexual
orientation.
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17. Assignment and Subcontracting. Consultant shall not assign or transfer
any interest in this Agreement or subcontract the performance of any of Consultant’s
obligations hereunder without City’s prior written consent. Except as provided herein,
any attempt by Consultant to so assign, transfer, or subcontract any rights, duties, or
obligations arising hereunder shall be null, void and of no effect.
18 Compliance with Laws. Consultant shall comply with all applicable
federal, state and local laws, ordinances, codes and regulations in force at the time
Consultant performs the Services.
19. Non-Waiver of Terms, Rights and Remedies . Waiver by either party of
any one or more of the conditions of performance under this Agreement shall not be a
waiver of any other condition of performance under this Agreement. In no event shall the
making by City of any payment to Consultant constitute or be construed as a waiver by
City of any breach of covenant, or any default which may then exist on the part of
Consultant, and the making of any such payment by City shall in no way impair or
prejudice any right or remedy available to City with regard to such breach or default.
20. Attorney’s Fees. In the event that either party to this Agreement shall
commence any legal action or proceeding to enforce or interpret the provisions of this
Agreement, the prevailing party in such action or proceeding shall be entitled to recover
its costs of suit, including reasonable attorney’s fees and costs of experts.
21. Exhibits; Precedence. All documents referenced as exhibits in this
Agreement are hereby incorporated in this Agreement. In the event of any material
discrepancy between the express provisions of this Agreement and the provisions of any
document incorporated herein by reference, the provisions of this Agreement shall
prevail.
22. Applicable Law and Venue. The validity, interpretation, and
performance of this Agreement shall be controlled by and construed under the laws of the
State of California. Venue for any action relating to this Agreement shall be in the San
Bernardino County Superior Court.
23. Construction. In the event of any asserted ambiguity in, or dispute
regarding the interpretation of any matter herein, the interpretation of this Agreement
shall not be resolved by any rules of interpretation providing for interpretation against the
party who causes the uncertainty to exist or against the party who drafted the Agreement
or who drafted that portion of the Agreement.
24. Entire Agreement. This Agreement consists of this document, and any
other documents, attachments and/or exhibits referenced herein and attached hereto, each
of which is incorporated herein by such reference, and the same represents the entire and
integrated agreement between Consultant and City. This Agreement supersedes all prior
oral or written negotiations, representations or agreements. This Agreement may not be
amended, nor any provision or breach hereof waived, except in a writing signed by the
parties which expressly refers to this Agreement.
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PSA with Professional Liability Insurance (Non-Design) Page 13
Last Revised: 11/12/2020
IN WITNESS WHEREOF, the parties, through their respective authorized
representatives, have executed this Agreement as of the date first written above.
Consultant Name: R3 Consulting Group, Inc.
By: ______________________________
Name Date
______________________________
Title
City of Rancho Cucamonga
By:________________________________
Name Date
_________________________________
Title
By: ______________________________
Name Date
______________________________
Title
City of Rancho Cucamonga
By:________________________________
Name Date
_________________________________
Title
(two signatures required if corporation)
Approval ____ Buyer II, Purchasing
____ Alternate, Risk Management Coordinator
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Vice President
4/7/2026 | 11:27 AM MDT
4/7/2026 | 11:56 AM PDT
Project Manager
4/7/2026 | 12:06 PM PDT
Director of Public Works
PSA with Professional Liability Insurance (Non-Design) Page 14
Last Revised: 11/12/2020
EXHIBIT A
SCOPE OF SERVICES
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March 17, 2026
Ms. Marissa Ostos
City of Rancho Cucamonga
10500 Civic Center Drive
Rancho Cucamonga, CA 91730
submitted via online portal: https://vendors.planetbids.com
SUBJECT: RFP #25/26-015 - Consulting Services for Review of Franchise Waste Hauler
Diversion Reporting and Billing Accuracy - R3 Proposal
Dear Ms. Ostos,
R3 Consulting Group, Inc. (R3) is pleased to submit the attached proposal to perform a review of the
diversion reporting and billing accuracy of the City of Rancho Cucamonga’s (City) franchised waste hauler,
Burrtec Waste Industries, Inc. (Burrtec). Our team is particularly well poised to conduct this engagement
on behalf of the City, as we completed a review of Burrtec’s rate adjustment applications in 2017, 2019,
and 2021, as well as an identical Diversion Reporting and Billing Accuracy review in 2019, 2022, and 2024.
This historical experience allows R3 to offer a low rate for a relatively complex audit on Burrtec’s diversion
reporting, which includes transfer station tons and complex inter-agency allocations for the West Valley
Transfer Station/MRF.
Through this as well as other work, R3 has developed an excellent working relationship with the General
Manager and Controller for Burrtec’s hauling operation, and we are well-positioned to execute all necessary
data requests in collaboration with Burrtec, complete the required data analysis, and report out to the City in
a timely manner. In addition to our historic work with the City, we recently completed rate reviews for Upland
in 2019 and Rialto in 2023, both cities served by Burrtec; as well as comprehensive performance reviews
(which include tonnage and billing accuracy audits) for the Cites of Glendale, Los Altos, Santa Clara, and
West Sacramento, and the County of San Benito. We have also, within the past 6 months, performed more
focused tonnage and billing accuracy audits for the Cities of Carson, Elk Grove, and Citrus Heights.
Introduction
Incorporated in 2002, R3 is an “S” Corporation and a California Certified Small Business with offices in
Roseville, Oakland and Irvine. With decades of solid waste consulting experience and knowledge, our
seasoned, professional team members have backgrounds in the public and private sectors, engineering,
resource management, environmental science, and urban planning. We have conducted hundreds of solid
waste management consulting projects for clients throughout California, and we aim to always complete
work in a cost-effective manner while achieving our clients’ goals and objectives.
With R3, our clients always receive:
›Unbiased, conflict-free project management and objective, fair treatment.
–We have no entanglements with local districts or waste haulers, no hidden agendas, and no
pre-ordained vendors. This translates to a high repeat customer rate and solid, respectful
relationships with cities and haulers.
–Extensive experience managing projects with multiple stakeholders, which includes planning
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17875 Von Karman Ave., Suite 150, Irvine, CA 92614 | p 916.782.7821 | f 916.782.7824 | www.r3cgi.com
realistic goals, schedules, and budgets, effectively communicating with all key players, working
collaboratively to achieve objectives and stay responsive, and streamlining processes.
›Data-driven solutions and clear deliverables.
–Best-approach, honest recommendations to meet the City’s needs, derived from decades of solid
waste consulting experience and analysis of client data.
–Focused on improving safety & customer service, increasing productivity, and reducing costs.
›Comprehensive, up-to-the-minute understanding of industry regulations.
–Principals and key staff have superior knowledge base from over decades of hands-on industry
and legislative compliance experience. This foundational knowledge is supplemented by active,
weekly participation and engagement with industry groups, regulators, and state policymakers.
Project Team
Rose Radford, Principal, will serve as Project Lead and primary point of contact. As Principal of R3,
Rose has the authority to contractually obligate R3 and negotiate contacts on behalf of the organization.
Claire Wilson, Sr. Managing Consultant, and Jordan Muratsuchi, Managing Consultant, will provide
the main analytical support as they have in past engagements with the City. Gauvri Nathwani and Libby
Costello, Consultants, will provide direct support to Claire and Jordan. Our team also has the ability to
draw upon additional staff members on an as-needed basis.
* * * * *
Thank you for your continued partnership and consideration of our proposal. If you have any questions or
need additional information, please contact me.
Sincerely,
Rose Radford | Principal
R3 Consulting Group, Inc.
415.347.9536 | rradford@r3cgi.com
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TOCCity of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
3.3. Project Understanding and Approach page 1
3.4. Qualifications and Experience page 3
3.5. Project Team page 8
3.6. Third Party / Subcontractors page 14
3.7. Proposal Response page 15
TABLE OF CONTENTSTABLE OF CONTENTS
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1City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
3.3. PROJECT UNDERSTANDING AND APPROACH
Project Understanding
The City of Rancho Cucamonga (City) and Burrtec Waste Industries, Inc. (Burrtec) entered into an
Integrated Solid Waste Management Services Agreement (Agreement), effective July 1, 2016, for the
collection, transportation, recycling, processing, and disposal of solid waste and other services performed
within the boundaries of the City. Under Section 4.14 of the Agreement, Burrtec must divert a minimum of
30% of all solid waste from the landfill.
The City has indicated its desire to exercise its right to review Burrtec’s compliance with the terms of the
Agreement. As such, it has issued a Request for Proposal (RFP) for a Consultant to provide services in
connection with the performance of the agreed-upon procedures review.
R3 is proposing to provide services related to an audit of the Diversion Tonnage reports provided by Burrtec
and an audit of billing accuracy and City fee payment. The City has requested that the consultant review
these areas for the period of July 1, 2024 through June 30, 2025.
Project Approach and Timeline
R3 is available immediately to perform this scope of work. R3 has an excellent track record of consistently
providing high-quality work products and ensuring data accuracy. To guarantee quality, budget, and
schedule control, R3 takes an organized and systematic approach when conducting analyses of the type
that the City is requesting.
Our procedure is as follows:
›We develop a matrix to track and manage project progress that includes project tasks and subtasks,
the assigned primary staff, and supporting Quality Assurance/Quality Control (QA/QC) staff.
›We maintain work papers that catalogue supporting documentation for our analysis, tied to the project
findings, as appropriate.
›An R3 Principal and/or Sr. Project Manager provides critical review and final QA/QC of all project
deliverables. In this case, Rose Radford, Principal at R3, will direct all project efforts and deliverables.
›We schedule regular conference calls with our client’s project staff to discuss project progress and
issues, and we review and strategize with our clients throughout the course of each project.
›Finally, in such reviews, we share initial findings with the review subjects (i.e., haulers and facilities) to
allow them the opportunity to review our work, provide comment on our processes and procedures, and
indicate whether they agree with or take exception to our initial findings. This is a critical step to ensure
that our work product is accurate, and it also facilitates the collection of any underpayment of franchise
fees resulting from our reviews.
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2City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
Detailed Task Breakdown
TASK ASSUMPTION DELIVERABLES
1. Information
Request,
Kick-Off Meeting,
and Information
and Document
Review
R3 does not propose to conduct in-person
review of the haulers’ revenue recognition
practices. Instead, R3 will be relying upon the
hauler’s representations and documentation.
–Attend, develop agenda for, and lead one
in-person Kick-Off
Meeting with City and Burrtec staff.
–Provide one draft sample letter and email that
will be sent out by
the City (or R3, at the City’s direction) to Burrtec.
–Provide one Request for Information to Burrtec
and the City.
–Perform a detailed review of information and
documentation provided by Burrtec and the City.
2. Analysis
R3 does not propose to include an evaluation
of the overall reasonableness of base service
rates, the franchisee’s actual operating costs,
or the adequacy of service levels provided.
This review will not include an evaluation
of the City’s actual costs funded by these
fees, nor an assessment of whether fee
levels were sufficient or excessive relative
to those costs. This review will rely on
billing statements, payment records, and
supporting documentation provided by the
franchisee and the City. The audit will not
independently verify underlying operational
data beyond what was necessary to confirm
fee applicability and accuracy.
–Findings from performing a statistical sample
on the weight tickets to detail within the monthly
tonnage reports for accuracy.
–Findings from waste characterization audit to
confirm the accuracy of the diverted tonnage
provided in monthly reports.
–Findings from Review of Waste Generation and
Diversion Reporting (Task 2.1), including any
adjustments to franchise fees due to the City
under the Agreement.
–Findings from Review of Billing Accuracy (Task
2.2), including any adjustments to franchise fees
due to the City under the Agreement.
–Findings from Review of Billing Completeness
(Task 2.3), including any adjustments to franchise
fees due to the City under the Agreement.
–Findings from Review of Franchise Fees Paid
(Task 2.4), including any adjustments to franchise
fees due to the City under the Agreement.
3. Draft and Final
Summary Report
Findings will be based on the procedures
described in the report and this scope of work.
Where applicable performance standards ere
stated in the franchise agreement, they will
be used as a basis for the findings. This audit
will rely on information that is provided by the
hauler in accordance with the requirements
of its Agreement with the City of Rancho
Cucamonga.
Procedures are intended to meet the City’s
objectives within the agreed-upon cost.
–One (1) Draft Summary Report providing findings
from Tasks 1
and 2.
–One (1) Final Summary Report based on one
round of consolidated written comments from the
City.
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3.4. QUALIFICATIONS AND EXPERIENCE
About R3
Over the past 23+ years, we have specialized in providing a diverse range of solid waste management
consulting services to public agencies, including competitive procurement and/or extension negotiations
of collection, processing and disposal services, development, implementation and monitoring of service
contracts and franchise agreements, rate and financial reviews, nexus fee studies, zero waste planning,
and legislative compliance. While R3 has offices in Roseville, Oakland, and Irvine, the majority of services
will be performed through the Oakland office. Our team, comprised of 21 staff members, has dedicated
their careers to the field of solid waste management, public service, and sustainability and skillfully deliver
expert industry analysis and recommendations to our clients.
We provide a range of services to our clients, including:
›Negotiation and procurement assistance for collection, processing, and disposal services.
›Development, implementation, and monitoring of service contracts and franchise agreements.
›Financial and technical analyses of programmatic and policy alternatives.
›Rate reviews and cost-of-service studies.
›Legislative compliance and audits to ensure compliance is maintained.
›Zero waste planning, implementation, and 5- and 10-year updates to zero waste plans based on
progress and necessary pivots.
›Operations and performance reviews.
Our team has dedicated their careers to the field of solid waste management and sustainability, and
skillfully deliver expert industry analysis and recommendations to our clients, who consist of municipalities,
jurisdictions, public agencies, and joint power authorities - but never the solid waste companies we may be
reviewing someday.
Firm Profile
Litigation Statement
R3 has never, in our 23 year history, had any litigation or claims threatened or filed, or filed then settled,
against our firm. Additionally, R3 has never, in our 23 year history, failed to complete any awarded work.
Primary Services
Financial Compliance Audits
As one of our core practice areas, R3 staff members have conducted a wide range of financial and fee
audits and contract compliance reviews for jurisdictions throughout the State. Our financial compliance
audits include assessing the accuracy of required payments to jurisdictions including franchise fees, AB
939 fees, MRF permit fees and other applicable fees.
The scope of work for this type of audit generally includes:
›Audits of franchise fee and other required payments.
›Billing audits to ensure that contractor is billing customers properly and only for those items on the
approved rate schedule.
›Route audits to determine if the service levels provided are consistent with those billed.
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»Type of Organization Date of Incorporation
S-Corporation; CA Small Business October 21, 2002
»
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4City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
For these and other audit projects, R3 uses sampling plans that we developed to include both judgmental (or “expert”)
samples to concentrate the audit effort on a specific limited problem area, and statistically valid samples when
statistical results are required. When conducting financial compliance audits, our first phase involves thoroughly
understanding the data collection and tracking systems and supporting internal controls. The remainder of our
auditing and sampling efforts is focused on effectively testing data input and tracking systems and assessing the
effectiveness of internal controls and the accuracy of reported information.
Contract Compliance Audits
Our contract compliance audits are conducted to determine franchised contractor compliance with the terms and
conditions of the contract documents. For these types of audits, we assess how contractual terms and conditions can
best be structured to positively impact operational performance, and provide the information needed to effectively
monitor and administer hauler performance and compliance with contractual obligations. We strive to generate
meaningful recommendations in usable and reader-friendly reports and project deliverables that contain succinct
findings, strategic recommendations, and an overall focus on practical and actionable next steps.
Key contractual aspects typically reviewed as part of our scope of services include:
›Determining compliance with diversion, commercial recycling, and organics requirements and required outreach
to multi-family and commercial accounts.
›Verifying compliance with quarterly and annual reporting requirements.
›Reviewing detailed customer listings and financial records.
›Assuring that all required services are provided as specified, and the required insurance and bonds are in place
and include all required policy requirements.
›Verifying required data tracking and reporting and ensuring that vehicle load weights, maintenance requirements,
and replacement schedules comply with the applicable contract terms.
Operations and Hauler Performance Reviews
R3 team members have extensive experience implementing, operating, and evaluating solid waste management
systems, including processing and disposal services. We have used this experience to assist over 50 clients with the
review and analysis of their operations, facilities, performance, and financials, and follow up with recommendations for
improvement. We will use our capabilities to provide similar services to the City, where applicable.
Our objectives for such projects include:
›Conducting on-site observations of operations, including interviews of key facility staff.
›Reviewing and incorporating industry best practices (solid waste trends and implementation practices).
›Creating short- and long-term solid waste (sustainability) plans, including development measurement and
monitoring of progress indicators.
›Identifying opportunities to improve safety and customer service, increase productivity, and reduce costs.
›Analyzing facility operation costs.
›Modeling future planning costs for solid waste and recycling systems.
›Analyzing solid waste vehicle routing systems.
›Evaluating customer service and billing functions.
›Analyzing and auditing tonnage flow.
›Reviewing documentation materials to evaluate the processing capabilities of each of the facilities.
›Reviewing and analyzing management and administrative functions.
›Assessing collection system productivity and developing “target-productivity” standards and
performance-enhancement strategies.
No Conflict of Interest
R3 presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would
conflict in any manner or degree with the performance of the services in the City’s RFP. As previously mentioned,
since R3 only provides services to public agencies, we are ideally positioned to provide unbiased opinions and
recommendations in our audits for clients like the City, with no potential conflicts of interest vis-à-vis haulers. We
maintain excellent professional working relationships with many regional haulers, including Burrtec, because they
know that we always protect their business interests and sensitive information.
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R3 also understands the type of information haulers must provide during audits and how they can best provide
it, enabling us to anticipate and address business interest concerns that may arise during these engagements
(particularly with respect to revenues and customer listings). R3’s attention to haulers’ needs and concerns helps
foster their cooperation, compliance, and timely submittal of accurate information, resulting in highly successful
outcomes for our clients. Solid waste consultants who provide services to haulers cannot provide this same level of
protection, which can result in a conflict of interest that could limit the success of the project.
Project Experience
1. City of Glendale - Hauler Audits
R3 team members involved: Rose Radford, Jordan Muratsuchi, Claire Wilson
Project timeline: August 2022 - February 2026
R3 has provided comprehensive solid waste auditing and compliance support to the City since 2020, beginning
with a full review of private hauler records for all 33 permitted haulers to verify fee payments, tonnage reporting,
and compliance with AB 939, AB 341, and AB 1826 prior to the City’s transition to a districted franchise. Our team
then supported the City’s move to an exclusive franchise system (excluding C&D debris), conducting repeated
financial and tonnage audits of both franchised and permitted haulers for 2019, 2021, 2022, and 2023, with
additional audits underway for 2024 covering four franchised haulers and approximately 16 permitted C&D debris
box haulers. As part of this work, R3 implemented a structured audit program that included detailed fieldwork,
data validation, and policy analysis, and provided the City with hauler-specific corrective actions as well as
statewide compliance and diversion assessments. Our team also directly assisted the City with preparation of
its annual CalRecycle reports and continues to support ongoing CalRecycle follow-up regarding AB 341 and AB
1826 compliance metrics and tonnage reporting.
For this engagement, our team:
›Interviewed hauler staff to understand operations, record-keeping, and tracking procedures, including virtual
site visits and collection of primary backup documentation.
›Reviewed City and hauler quarterly reports, then selected one quarter per hauler for detailed testing of billed
revenue, AB 939 fees, and reported tonnages.
›Tested randomized samples of billing and tonnage data by tracing to invoices and weight tickets, reconciling
summaries to backup, and documenting all discrepancies in hauler profiles.
›Linked subscription records to billing for regularly scheduled service to identify covered and compliant
businesses under AB 341 and phased AB 1826 thresholds (4-cubic-yard and 2-cubic-yard standards).
›Compared hauler records to City records (gross revenue, AB 939 fees owed, and tonnages), developed
hauler-specific corrective action recommendations, and prepared a detailed legislative and diversion
performance analysis for AB 341, AB 1826, and SB 1383 for all 33 active haulers.
2. City of Carson - Hauler Fee Audit
R3 team members involved: Rose Radford, Jordan Muratsuchi, Libby Costello, Claire Wilson
Project timeline: December 2025 - Current, Ongoing Project
R3 recently began conducting a comprehensive billing audit of their franchised solid waste hauler. Our audit
covers an 18-month period and includes verification of franchise fees (calculated as percentages of gross
revenue by customer type), administrative fees adjusted by COLA, and tonnage-based processing fees. We
are examining billing records, general ledger reconciliations, weight tickets, customer subscription data, and
payment documentation to determine whether the City has been paid accurately and on time in accordance with
their franchise agreement. Our approach leverages R3’s deep familiarity with waste hauler financial systems and
our years of experience conducting billing audits throughout Los Angeles County. For the City, we’re evaluating
internal controls, testing rate adjustments against approved schedules, reconciling billed revenue to general
ledger entries, and auditing tonnage allocation methodologies through random sampling of weight tickets. We
will deliver draft and final reports detailing any discrepancies, corrective actions needed, and recommendations
for improved financial management practices. This cost-effective methodology ensures municipalities receive
independent verification of hauler billing accuracy while minimizing disruption to operations.
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3. City of West Sacramento - Performance Review
R3 team members involved: Rose Radford, Libby Costello
Project timeline: February 2025 - September 2025
R3 has partnered with the City on various engagements beginning with evaluating the pros and cons of the City
negotiating with WM back in 2015. Our work efforts included leading the sole-source negotiations with WM,
tracking the offer and counter-offer positions of both the City and WM, conducting the negotiations sessions
with WM, meeting with the City’s finance manager to analysis the fiscal impact on the City, working with the City
Attorney and WM’s attorney, and preparing the new franchise agreement. The City reengaged R3 to provide
comprehensive SB 1383 implementation planning for all aspects of the law, culminating in an implementation
plan and municipal code update. This plan included outreach and education, route audits for contamination,
enforcement schedules and activities, edible food recovery planning in coordination with the County, assistance in
adjusting the Cities’ purchasing policy, and assistance in negotiations with the City’s hauler.
Most recently, R3 conducted a review of WM’s performance primarily focusing on the period of 2023-2024, with
some portions including a review of records as far back as 2020. Our review found WM in partial compliance
with the Agreement. Collections are generally safe, courteous, and clean, but overweight vehicles are a major
concern. While WM has an effective internal work order system, it often fails to meet performance standards for
customer service and work order turnaround due to inaccurate records, a manual communication process with
the City’s Utility Billing department, and high employee turnover. These issues hinder customer service but do
not pose major safety or operational risks, except for overweight vehicles. Customer service and outreach have
improved since the 2024 Agreement amendment and recycling coordinator hire. WM has accepted the findings
and is implementing corrective measures.
4. County of San Benito - Performance Review and Various On-Call Consulting Services
R3 team members involved: Rose Radford, Jordan Muratsuchi, Libby Costello, Claire Wilson
Project timeline: September 2021 - Current, Ongoing Project
Since 2021, our team has drafted ordinances and the Memorandum of Understanding for SB 1383
implementation, which we presented to the County Board of Directors and the Cities of Hollister and San Juan
Bautista City Councils for adoption. The County qualified for the rural exemption from most requirements of SB
1383 for the first five years, but already has mandatory organic waste collection in the Cities of Hollister and
San Juan Bautista and was required to meet certain other specific requirements of SB 1383. We conducted a
comprehensive edible food recovery effort, working closely with the food bank, conducted a community meeting,
visited and inspected all edible food generators, and established recordkeeping and reporting practices.
R3 also drafted updated purchasing policies, including SB 1383 requirements for recycled content paper products
and Zero Waste Event guidance. More recently, R3 drafted the new Non-Exclusive Franchise Permit Agreement,
which was successfully rolled out in July 2024. This new agreement obligates all the haulers providing collection
services in Unincorporated San Benito to provide fully compliant SB 1383 services, well ahead of the expiration
of the rural exemption. R3 is currently assisting the County with comprehensive solid waste support in all aspects
of their waste management program. This includes technical support for legislative compliance, hazardous waste
program support, solid waste report analysis, franchise agreement oversight, and solid waste management
planning over the JPA agreement. It also includes a current, ongoing billing and City fees audit as a part of a
comprehensive Performance Review of Recology, the franchised hauler for the Cities and County.
5. City of Los Altos – Performance Review and Various On-Call Consulting Services
R3 team members involved: Rose Radford, Jordan Muratsuchi, Claire Wilson
Project timeline: June 2010 – Current, Ongoing Project
Since 2010, our team has been providing the City of Los Altos (City) with comprehensive, on-call consulting
services. In 2024, R3 was engaged by the City to conduct a Performance and Billing Review of Mission Trail
Waste Solutions (MTWS) as included under their Collections Service Agreement (Agreement) to provide solid
waste, recycling, and organic collection services for the City. R3’s high level review of MTWS consisted of two
main tasks: a performance review and a financial compliance assessment. The primary goal was to determine
MTWS’ compliance with the applicable terms and conditions of the Agreement, review the effectiveness of current
operations; and identify opportunities for program improvement.
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R3 worked with MTWS management and City staff to assess MTWS’ compliance with
the reporting requirements and performance standards of the Agreement through
analysis of relevant documents as well as on-site and field observations and interviews.
R3 also verified MTWS’ customer billing rate calculations and service levels, franchise
fee calculations, and reported diversion percentages. Our review found that MTWS is
in compliance with the vast majority of the Agreement’s requirements, and determined
that the most significant area for improvement relative to the Agreement’s terms and
conditions is in outreach and education, which is not being performed according to the
Agreement’s requirements.
R3 has been working with the City since 2010, when our team was originally engaged
to provide procurement assistance, resulting in the award of the Franchise Agreement
with the City’s current hauler, MTWS. R3 has since worked with the City and MTWS
on an ongoing basis to review, identify, and prioritize sectors for additional diversion,
including implementation of new programs and services designed to facilitate
achievement of MTWS’s diversion requirement. R3 also assisted the City with contract
extension negotiations, which includes support for SB 1383 requirements, including
universal roll-out of organics service to all businesses in the City.
In service of our ongoing diversion support for the City, R3 has recently:
›Completely revised the City’s Solid Waste Ordinance to align with the Agreement with MTWS and meet
SB 1383 requirements, facilitated complete subscriber compliance with AB, AB 341 and AB 1826, and
facilitated increased diversion of recyclables and organics from commercial, industrial, and multi-family waste
generators.
›Provided full-service support in SB 1383 implementation, including a preparedness matrix that provides next
steps for each compliance area, coordination with City staff on direct compliance activities, development of
outreach collateral for the business community, and ongoing implementation support.
›Reported on the City’s behalf to CalRecycle on programs, including preparation for annual site visits,
attendance and facilitation of responses to CalRecycle, and preparation of the electronic annual report.
›Assisted the City in identifying enforcement thresholds for mandatory recycling and organics service: drafting
enforcement letters which include notification of state law for generators covered under AB 341 and AB 1826,
exemption forms, and a self-haul tonnage reporting form; and site visits to covered generators to encourage
compliance; and managed all responses to those letters (including tabulating exemption forms).
›Reviewed implementation of services in the field, including lid-flip assessments of waste from the top 50
generators in the City, as well as an assessment of MTWS’s outreach and education pertaining to increased
diversion of recyclables and organics.
›Completed a performance and billing review of the City’s franchised hauler to verify compliance with the
Agreement’s requirements.
›Revised the City’s Construction and Demolition (C&D) Debris ordinance in alignment with CALGreen,
establishing a system of facility certification.
›Certified facilities and revised the City’s mandatory building checklist to include the certified facilities and
other approved means of compliance such as deconstruction and purchase of a debris box from the City’s
franchised hauler.
›Completed the City’s Electronic Annual Report to CalRecycle for the reporting years 2016-2024).
›Specific tasks R3 has performed as part of our ongoing support for the City include: revision and ongoing
implementation assistance of the City’s Solid Waste Ordinance to ensure compliance with SB 1383, AB
341 and AB 1826; revision and implementation assistance of the City’s Construction and Demolition (C&D)
Debris Ordinance in alignment with CALGreen; reviews of MTWS’ ongoing performance, including a recent
Performance and Billing Review and assessment of the hauler’s outreach and education pertaining to
recyclables and organics.
“Thank you for all the
excellent work over
the past years. The
City truly appreciates
your collaboration and
dedication, and we look
forward to continuing
our successful
partnership.
Ms. Vency Woo
Management Analyst II
City of Los Altos
July 2025
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3.5. PROJECT TEAM
Organizational Chart
The City’s core project team will be the primary, day-to-day staff responsible for this engagement. Below,
we have included the organization of our project team structure. R3 also has a deep bench to pull from
should the need arise, and those team members will be on-call and available to assist as-needed. More
information on our team’s experience and backgrounds can be found on the following pages.
PROJECT LEAD
Rose Radford
Principal
KEY TEAM MEMBERS
Gauvri Nathwani
Consultant
Jordan Muratsuchi
Managing Consultant
Libby Costello
Consultant
Claire Wilson
Sr. Managing Consultant
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Relevant Experience
Rose Radford
Principal, Project Lead
About
Rose Radford leads the solid waste management planning, program development, and
regulatory reporting practice areas at R3. She provides strategic advisory services to cities,
counties, and special districts throughout California, particularly for jurisdictions facing complex
and rapidly evolving state regulatory requirements. As Principal at R3, Rose primarily practices
in the greater Bay Area, where she lives, and the greater San Gabriel Valley, where she was
raised.
With a strong background in research and technical writing, Rose applies her deep knowledge
of solid waste, recycling, and organics regulations to help public agencies solve real-world
operational and compliance challenges. Her practice focuses on guiding jurisdictions through
the implementation of state law, including developing and administering programs that achieve
regulatory compliance while remaining practical and cost-effective. This includes conducting
comprehensive audits of hauler operational and financial performance, analyzing franchise
agreements, and supporting the negotiation of agreements and amendments. As state law
evolves, Rose also assists with the design and implementation of programs extending beyond
hauler obligations, regularly supporting more 20+ jurisdictions on an on-call basis.
Education & Certifications
»Master of Public Administration in Environmental Science and Policy, Columbia University »Bachelor of Science in Conservation and Resource Studies, University of California, Berkeley
»Diversion and Billing Audit and Review of Burrtec’s Rate Increase Request | City of Rancho Cucamonga
Validated Burrtec’s tonnage reporting by sector and material type, and recalculated customer billings as well as the franchise
fees paid to the City. Rose found that Burrtec was crossing jurisdictional boundaries with some routes, including public
self-haul tonnage in tonnage reporting to the City, and charging some customers rates that were not approved by the City.
Rose has been assisting the City in reviewing Burrtec’s rate increase requests and auditing Burrtec’s diversion reporting,
billings, and City fee payments since 2018.
»Transition Assistance and Hauler Audits | City of Glendale
Led the fee verification, tonnage review, and legislative compliance review for half the permitted haulers active in the City.
Rose completed detailed records reviews for the haulers with the highest level of activity in the City. She assisted the City in
its transition to a districted exclusive franchise system by leading weekly/monthly hauler meetings and ensuring haulers are
meeting key transition deadlines and their franchise agreements’ requirements. The City underwent a complex transition was
from over twelve non- exclusive permitted haulers to four exclusive haulers as well as a fully SB 1383-compliant franchise
agreement that includes mandatory universal roll-out of recycling and organics service to all customers. Following transition,
Rose led a team in conducting financial, tonnage, and customer service audits on the franchised and permitted haulers.
»Performance Review | Cities of Hollister, Los Altos, San Juan Bautista, and West Sacramento, and County of San Benito
Recently assisted with a performance reviews of their franchised haulers, which included comprehensive reviews of billing
accuracy; tonnage reporting accuracy; franchise agreement compliance; operations; management and administration; vehicle
and equipment maintenance, repair and replacement; regulatory compliance and diversion performance; customer service;
and monthly, quarterly and annual reports.
»Review of Solid Waste Management Fees (SWMF) | County of Los Angeles
Completed tonnage and fee audits for 40+ facilities that are subject to the solid waste management fees review requirements.
Her responsibilities included coordination between the County and the facilities for the fulfillment of data requests, analysis
of daily and monthly tonnage data for a three-year review period, evaluation of data tracking adequacy and management
practices by facilities, and site visits to the facilities.
»SB 1383 Compliance and On-Call Assistance | County of San Benito
Assisting the County in adjusting its non-exclusive hauling permit system to prepare for future SB 1383 implementation in
the rural areas not subject to the exclusive franchise by requiring non-exclusive haulers to provide three-container service or
substantiate infeasibility and/or applicability of a waiver for rural customers. Rose and her team have also assisted the County
in edible food capacity planning, program design, and implementation. The County owns the John Smith Road Landfill, which
is operated by Waste Connections; Rose has been assisting the County for the past 5 years on reviewing Waste Connections’
reporting, tonnages, and financial obligations as it relates to the County’s agreement with Waste Connections. She also
assisted the County in development of feasibility analyses for a possible future organics processing facility and/or transfer
station in the County. R3 has assisted the County in a benchmarking study for illegal dumping programs, adjusted purchasing
policies, developed each City’s and County’s SB 1383 ordinances, and presented to each governing body for approval.
`Years with R3:
Years in Industry:
10 Years
10 Years
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10City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
Relevant Experience
Claire Wilson
Sr. Managing Consultant, Project Support
About
Claire Wilson has worked for R3 for the past 8 years and utilizes her background in public
policy, experience in research and data analysis, and community outreach and education to
apply to the range of R3’s solid waste planning projects. She is experienced in Zero Waste
and high diversion planning and implementation, specializes in community and stakeholder
engagement strategies, and has worked with jurisdictions to develop innovative methodologies
to approach Zero Waste, reuse policy, and comply with State legislation. Claire has also
assisted with the revision of municipal ordinances to update and clearly define diversion goals
and other high diversion strategies. She has worked with 80+ municipal clients at her time
at R3 on a broad range of projects that include program implementation, procurement and
negotiations, rate models, to name a few.
She recently completed her Master of Public Policy program at UC Berkeley In May 2024
where she is focused on applied policy analysis and practice, program evaluation, sustainable
food systems.
Education & Certifications
»Master of Public Policy, Goldman School of Public Policy, University of California, Berkeley »Bachelor of Science in Environmental Studies, University of California, Santa Barbara »Zero Waste Community Associate Certification, Zero Waste USA
»Diversion and Billing Audit and Review of Burrtec’s Rate Increase Request | City of Rancho Cucamonga
Previously worked validate Burrtec’s billing accuracy as well as the franchise fees paid to the City. Claire has assisted the City
in reviewing Burrtec’s rate increase requests and auditing Burrtec’s diversion reporting, billings, and City fee payments since
2018.
»Hauler Audits | City of Glendale
Previously worked with the City three times (2021, 2022, and 2025) to audit its 30+ permitted C&D haulers, which included
review and analysis of gross receipts and subsequent franchise fees to the City, tonnage, AB 341, AB 1826, and SB 1383
data, documentation of diversion, and virtual site visits. She has also reviewed the City’s four franchised haulers, including
Waste Resources in 2025, to verify each franchised hauler’s method for tracking, allocating, and reporting diversion and
disposal tonnages for commercial solid waste collected within the City for accuracy and logical consistency.
»Extraordinary Rate Adjustment Analysis | City of Santa Clarita
Claire was the lead analyst for the City when the City’s designated landfill, Chiquita Landfill, closed in January 2025. This
event triggered an Extraordinary Rate Increase process and Claire worked with the City’s hauler to review, analyze, and
confirm the financial outcomes from the landfill’s closure and subsequent changes in operations resulting from utilizing new
facilities. She supported negotiations with the hauler, drafted amendment and agenda report language, and supported the City
in the successful passage of amendment and subsequent rates.
»NEF Hauler Audits of Franchise Fee Payments and Compliance with Commercial Recycling and Organics
Requirements | City of Santa Clara
Previously conducted a franchise fee review of the City’s 10-12 non-exclusive franchised haulers. Most recently, she led
the on-going project in its fourth audit cycle. She communicated and managed data input for all haulers, and analyzed the
revenue, customer accounts, and tonnage reports provided by each of the haulers. Additionally, she compared City records
of franchise fee payments with hauler records to determine if each hauler has paid the appropriate amount and used tonnage
data to determine if recycling and organics requirements have been met for over 2,000 industrial sites in the City.
»SB 1383 Compliance and On-Call Assistance | Cities of Brentwood, Concord, Citrus Heights, Dinuba, Dixon, Folsom,
Glendale, Irwindale, Martinez, Monrovia, Westlake Village, Riverside, Rancho Cordova, and San Anselmo, and the County of San Benito
Currently for the Cities of Dinuba and Dixon, and previously for others, Claire provided project support on SB 1383
implementation including identification of compliance gaps with SB 1383 and an internal implementation plan to achieve full
compliance. This work included edible food recovery identification and site visits, grant writing, staff training, development
of outreach collateral, solid waste agreement negotiations. For San Anselmo, work went beyond SB 1383 compliance and
included developing collateral for food vendors and visiting all vendors to assist with switching to compostable or reusable
options and visiting every food business in the Town to provide direct technical assistance.
`Years with R3:
Years in Industry:
8 Years
8 Years
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11City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
Relevant Experience
Jordan Muratsuchi
Managing Consultant, Project Support
About
Jordan Muratsuchi has over 10 years of government-community relations and solid waste
and recycling, and experience. Prior to joining R3, he was the Executive Director of an
environmental 501c(3) nonprofit focused on waste management and community engagement.
He combines his fiscal mindfulness with a diverse comprehension of environmental
management.
As a Managing Consultant for R3, Jordan combines his strong analytical skills with regulatory
knowledge to develop cost-effective programs for clients. He is solution-focused and
well-versed in working with governmental, business, and community stakeholders and clients.
He regularly conducts rate studies, cost-of-service and other financial analyses, and assists
clients in understanding the benefits and drawbacks of their current solid waste collections
agreements, specifically with regards to legislation including SB 1383. Jordan is solution-
minded and strives to tailor results to the unique conditions of individual communities.
Education & Certifications
»Master of Science, Natural Resources & Environmental Management, University of Hawaiʻi, Mānoa »Bachelor of Science, Civil Engineering (Environmental Concentration), University of Michigan »Certified Manager of Zero Waste, Solid Waste Association of North America
»Review of Burrtec’s Rate Increase Request | City of Rancho Cucamonga
Reviewed the franchised hauler’s “off-cycle” rate application for the purposes of implementing SB 1383, requiring an amended
rate setting methodology. He reviewed the rate application for consistency with the amended methodology and mathematical
accuracy, and also reviewed the reasonableness of the projected costs for SB 1383 programs and services. This resulted in a
verified proposed rate adjustment that would provide regulatory compliance for the City.
»Diversion and Billing Audit | City of Rancho Cucamonga
Assisted in conducting an audit of hauler’s solid waste collection, diversion, and billing records to verify the accuracy of
reported revenues and compliance with approved rates. The review included cross-checking subscription data, billings,
payments, and reported gross revenues against rate schedules and source documentation. Jordan also analyzed Waste
Generation and Diversion Reports and performed detailed sampling of weight tickets, confirming no significant discrepancies
between the reported and actual tonnage data.
»Hauler Audits | City of Glendale
Audited the City’s permitted haulers subject to ensure that each hauler is correctly calculating and remitting payments as
required by the City, correctly tracking tonnage and gross receipts, and is meeting diversion and operating requirements.
Worked with the City and each hauler to address any issues and recommended steps to correct them.
»Solid Waste Rate Study/Cost of Service Study | City of Pomona
Reviewed the City’s solid waste collection and billing operations for efficiency and comparison to industry standards. Analyzed
the status of the City’s solid waste enterprise and general fund as well as the potential impact if the City were to outsource
residential operations. Provided recommendations to the City if they wish to maintain their municipal operation as well as if
they were to outsource operations.
»Performance Review | City of West Sacramento
Conducted an in-depth operational performance review of the City’s franchised hauler, including onsite evaluation of yard
operations, morning launch and pre-trip inspections, and in-field collection activities. Assessed management practices, safety
protocols, and overall operational effectiveness. Verified compliance with franchise agreement requirements and identified
specific areas for improvement to enhance service quality and efficiency.
»Operations and Performance Review | City of Manteca
Reviewed the City’s solid waste operations and conducted an operational performance review, investigated the safety,
customer service, and productivity of the City’s operations. This review was intended to update the City on the current
condition of their operations and the comparison to industry standards. This resulted in a detailed report that included
recommendations for operational improvement.
»Rate Review and Other Solid Waste Services | Butte County
Created a rate model to estimate expenses and recommend revenue requirements that will provide the County with the
financial resources to fund landfill operations and build out reserves to industry standard levels. Additionally, rate reviews
(both base year and intermittent year) were conducted for the County’s three haulers, as well as other solid waste consulting
services in the fields of edible food recovery, capacity planning, and agreements.
`Years with R3:
Years in Industry:
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11 Years
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12City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
Relevant Experience
Gauvri Nathwani
Consultant, Project Support
About
Gauvri Nathwani is an experienced sustainability professional with a strong background in
environmental education, policy compliance, and community outreach. With a degree in
Environmental Studies from UC Santa Barbara and a focus on sustainability and renewable
energy, she has worked across local government, nonprofit, and private sectors to support
zero-waste initiatives and promote environmentally responsible practices. At Alameda County
Industries, she played a key role in helping the City of Alameda meet California’s waste
diversion and climate goals by leading outreach programs, conducting waste audits, and
developing tailored plans for businesses, multi-family properties, and public agencies.
Gauvri’s work is grounded in a strong understanding of state legislation and driven by a
passion for making sustainability practical and impactful at the community level. Whether
presenting to stakeholders, writing grants, or managing on-the-ground education campaigns,
she brings a thoughtful, solutions-oriented approach to every project.
Education & Certifications
»Bachelor of Arts in Environmental Studies, University of California, Santa Barbara »LEED Green Associate
»Hauler Audit Performance, Fees and Legislative Compliance | City of Glendale
Assisted the City by completing a billing audit for the City’s haulers. Compared the rates of the haulers against the prices that
were being charged. This led to the discovery that a few customers were being overbilled and the error has been corrected.
»Solid Waste Consulting Services | City of Santa Clara
R3 is assisting the City with two RFPs for Disposal and Yard Waste processing services, developing the solicitations in
coordination with City staff and drafting agreements for dedicated disposal and yard trimmings processing services. Gauvri is
currently conducting audits for the City’s NEF Haulers. She is identifying discrepancies in billing, ensuring ratepayers are being
charged correctly, and conducting audits to learn more about the Haulers’ methods in order to facilitate a transparent process.
»Procurement Assistance | Town of Windsor
Gauvri assisted with creating a rate matrix that compares solid waste rates within Sonoma County, in order to ensure the Town
is being charged fair pricing. She navigated city websites, reached out to haulers to confirm current rates, and created a cost
comparison analysis across the county.
»Solid Waste Franchise Evaluation and Procurement Services | City of Rohnert Park
R3 was engaged to assist with Recology negotiations and a potential RFP process for exclusive waste collection, with the City
immediately requesting a RRI rate review. Gauvri assisted with creating an administrative checklist for duties that must be
performed by the Hauler and City, per the franchise agreements, to ensure transparency.
»Competitive Procurement Support | City of West Sacramento
The R3 team is guiding the City through the complete franchise agreement process, from initial stakeholder engagement and
RFP development to final agreement execution and providing full staff support. Gauvri is currently ensuring franchise fees
are being fairly reflected for the rate payers. She has assisted in determining land value for the City (and neighboring cities),
reading through finance plans and identifying information that will assist in building out the City’s total finances for the year.
»On-Call Consulting Services | City of Elk Grove
Assisted with billing analysis for Republic and the City. Worked on comparing rates across 4 year period to identify potential
mischarges and differences in rates. She also performed a storm drain analysis where she identified customers that may have
been charged differently than the understood methodology. Gauvri also assisted the City to complete their implementation
record, reviewed documents including but not limited to: program descriptions, paper procurement, ROWP, route reviews and
other SB 1383 compliance areas for the City’s JACE review.
»On-Call Consulting Services | County of San Benito
R3 is providing comprehensive support to the County, including legislative compliance, hazardous waste management, report
analysis, franchise agreement oversight, and other various solid waste planning. Gauvri is currently assisting with edible
food recovery verification for tier 1 and tier 2 generators. Recently, she assisted in conducting site visits for 15 generators,
confirming their status with the San Benito Food Bank and ensuring necessary documentation was complete to rescue as
much edible food as possible.
`Years with R3:
Years in Industry:
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Relevant Experience
Libby Costello
Consultant, Project Support
About
Libby Costello brings 4+ years of experience in environmental consulting and contracting.
In her previous role, she measured baseline conditions by conducting environmental
inspections, chemical inventories, and waste audits, and created risk mitigation plans. Libby
has gained unique experiences from working in an international university lab, on U.S. Forest
Service wildfire camps, and with an international civil & environmental engineering firm. She
combines the due diligence and detail-orientation from lab work with the “boots on the ground”
perspective from fire camps to her consulting practice.
At R3, Libby focuses her passion for providing customized, individual solutions to meet the
needs of communities across California. She assists with all aspects of solid waste and
diversion programs, including contract management, construction and demolition diversion
program management, route reviews, hauler performance reviews, rate surveys and achieving
legal compliance. She consistently provides high-caliber deliverables and relates R3’s work to
the greater operational picture of the jurisdiction, while helping achieve compliance in the most
cost-effective solutions. Her diverse solid waste industry experience includes negotiations,
hauler and facility audits, zero waste planning and implementation, rate setting and modeling.
Education & Certifications
»Bachelor of Science in Civil & Environmental Engineering, University of California, Los Angeles »TRUE Advisor (Total Resource Use and Efficiency), U.S. Green Building Council
»Biennial Rate Adjustment Review | City of Rancho Cucamonga
Assisted in the review and verification that the rate-adjustment calculations, formulas, supporting schedules, and
documentation provided by Burrtec, the City’s franchised hauler, were established using the required rate-adjustment criteria
and methodology as outlined in the Franchise Agreement. The City sets rates on a biennial basis.
»Performance Review | City of West Sacramento and the County of San Benito
R3 was engaged to direct a performance review for the City of West Sacramento and the County of San Benito in order to
evaluate Franchise Agreement Compliance, Bill Audit Review, and Operations Performance Review. Libby assessed and
documented the hauler’s compliance with the Outreach and Education portion of the Agreement requirements. Libby reviewed
relevant portions of the Agreement, materials featured on hauler’s public platforms and website, and collateral provided by
City/County and hauler, and created recommendations based on the gaps in compliance and performance.
»Solid Waste Consulting Services | City of Santa Clara
The City contracted with R3 to conduct route reviews and inspect a 10% of customer accounts on each of the Industrial
Zone’s four Non-Exclusive Franchise (NEF) haulers’ service lists. Through the route reviews, R3 set out (a) to validate whether
commercial customers in the Industrial Zone are currently receiving three-container collection service and (b) to assess levels
of contamination in commercial customers’ collection containers. Libby designed the route reviews such that the randomized
samples gathered comprehensive data, conducted the review over multiple field days, analyzed the data and compiled findings
into a report form that met all objectives. Additionally, the City engaged R3 to complete an audit of franchise fee payments
for the City’s 10 NEF haulers during the previous fiscal year. Libby audited gross billings, tonnage, and franchise fees to
determine if all haulers had calculated and paid the appropriate franchise fees in accordance their respective agreements.
»Third Party Verification of C&D Facilities | San Francisco Department of the Environment
Supporting on multiple SF C&D facility audits (primarily analysis and data entry). She collects, verifies, and analyzes data from
inbound/outbound tickets for C&D Facility Audits. She also applies report updates for facility registration for following year and
reviews and processes ticket data for various solid waste operators.
»Hauler Negotiations and Contract Management | City of Sonoma
Currently assisting the City with management support for the City’s Solid Waste Franchise Agreement. Libby is supporting
the execution of the newly negotiated Solid Waste Franchise Agreement between the City and hauler by facilitating monthly
meeting between all relevant parties, ensuring responsibilities are upheld by all necessary parties and seeing to it that
milestones outlined in the Agreement are met in timely manner and to fullest extent of completion. Libby also aided the City in
revising the rate setting methodology of the Agreement for more clarity and predictably stable rates.
»Rate Adjustment Review | Cities of Cloverdale, Cotati, El Cerrito, Healdsburg, Merced, Rohnert Park, Rolling Hills Estates, San
Rafael, and Sonoma; Novato Sanitary District; and the Town of Loomis
Regularly reviews the haulers’ rate adjustment requests for the upcoming fiscal year(s) and supporting documentation in order
to advise the jurisdictions on whether to accept the rate adjustment as well as the extraordinary cost increase request. She
prepares detailed written reports/memos and presents the findings to the R3 team, leading to clear recommendations with
supporting financial analysis for the client.
`Years with R3:
Years in Industry:
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3.6. THIRD PARTY / SUBCONTRACTORS
R3 has no subconsultants for this engagement.
R3 Firm Experience Legend
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15City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
3.7. PROPOSAL RESPONSE
Scope of Work
In order to determine if Burrtec is in compliance with the terms of the Agreement, the City seeks a
consultant that has experience with waste hauler compliance audits, operational and customer account
review, and State-mandated diversion requirements to assist with completion of the three main tasks
enumerated in its RFP.
1. Perform analytics & statistical sample of the Diversion Tonnage reports.
2. Recalculation of waste hauler service bills.
3. Provide a Summary of Findings.
R3 has reorganized those tasks in keeping with how we anticipate implementation, as further articulated in
the tasks section below.
Task 1 Information Request, Kick-Off Meeting, and Information and
Document Review
Task 1.1 Information Request and Kick-Off Meeting
R3 believes that successful projects begin with a mutual understanding and confirmation of key project
objectives, schedules, client interests, and expectations. To that end, we suggest a virtual Kick-Off Meeting
with City staff and Burrtec at the start of the project.
Such a meeting would be structured to provide the following: ›Review the scope of work and schedule, including deliverable due dates for information needed from
participants. ›Establish points of contact. ›Confirm City staff expectations and desires regarding project communications between R3 and the City,
and with Burrtec as appropriate. ›Discuss information request. ›Discuss other questions and comments as they relate to successful completion of the project.
R3 will work with City staff to schedule the Kick-Off Meeting, which will include attendance by key R3
project staff, key City staff selected at the City’s discretion, and key staff from Burrtec. R3 will prepare
and distribute the meeting agenda and will lead the meeting in coordination with City staff. We propose to
arrange this meeting during the week of March.
Information Request
Prior to the Kick-Off Meeting, R3 will prepare a draft sample letter and accompanying detailed Request
for Information that will be sent out by the City (or by R3, at the City’s discretion) to retain necessary
information from Burrtec. These documents will be reviewed, discussed, and modified as necessary to
prepare them for issuance. Under Article 8 of the Franchise Agreement, the City has the authority to require
Burrtec to provide documents determined by the City as necessary for solid waste program management
and to determine Burrtec’s compliance with the terms of the Agreement.
R3 anticipates requesting the following information from Burrtec in order to complete this review: ›Excel file of accounting records of gross revenues during the review period, including total revenues by
month, quarter, and year for Residential, Multi-Family, Commercial, School, and Roll-Off customers. ›Excel file of tonnage records for each reporting month by waste stream type as reported in Burrtec’s
Waste.
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16City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
›Generation and Diversion Report showing dispensation by destination facility, and an explanation of any
discrepancies between this file and the monthly Waste Generation and Diversion Reports sent to the City. ›Excel file of all 1) Residential, 2) Commercial, and 3) Roll-Off customers billed in the City for two audit months
selected by R3 for this Task. The file should include customer information such as: account ID; service address
(including city); billing address; service level; and any additional data identified by Burrtec to be related to this
review. ›Excel file, by year, of all customer transactions during the review period, including customer number, billed
amount, billing code, and paid status of bill. ›Billing code key if applicable. ›PDF copies of all franchise fee payments (i.e., checks) made to the City during the review period. ›Accounting records for gross revenues for all transactions during the review period, including access to complete
records for gross revenues by transaction. ›Original weight tickets (electronic or physical) of materials delivered to destination facilities during the reporting
period.
In addition to the documents already provided by the City, R3 anticipates requesting an Excel file listing all fee
amounts paid by Burrtec to the City over the review period from the City.
In developing our approach to this review, R3 has anticipated that the City and Burrtec will provide unlimited access
to all required financial and operational records. In the event that access to the records is not granted or the records
are unavailable, the testing protocol will be modified to include those records that are available, with findings reports
indicating the extent to which the scope of testing was limited.
In the event that a conclusion regarding the accuracy of the revenues received by the City or regarding any of the
other items tested cannot be reached due to a lack of records, R3 will document the limitations in the findings reports.
Task 1.2 Information and Document Review
Once supporting documentation of gross and tonnage records is received from Burrtec, R3 will review that information
for completeness, and will follow up with the hauler for any outstanding items. This will be a thorough review of
required information for the Audit, including review of the relevant parts of the Franchise Agreement, supporting
documentation for gross revenues received, monthly returns and reports to the City, and reported tonnage.
Task 1 Deliverables
–Attend, develop agenda for, and lead one in-person Kick-Off Meeting with City and Burrtec staff.
–Provide one draft sample letter and email that will be sent out by the City (or R3, at the City’s direction) to Burrtec.
–Provide one Request for Information to Burrtec and the City.
–Perform a detailed review of information and documentation provided by Burrtec and the City.
Task 2 Analysis
Task 2 is the heart of this engagement, and is comprised of several sub-tasks, including each of the specific tasks
identified in the City’s RFP.
Task 2.1 Review of Waste Generation and Diversion Reporting
R3 will review reasonableness and accuracy of tonnage reporting by performing the following steps: ›Analyze Burrtec’s monthly Waste Generation and Diversion Reports, waste characterization results and all
associated calculation workbooks, and identify any months that contain anomalies (discrepancies and/or unusual
fluctuations) in reporting. ›Request information from Burrtec to explain any discrepancies. ›Select one month that demonstrates reporting discrepancies for sampling and request a detailed weight ticket
record from Burrtec for that month (to be completed virtually). ›Use a sample size calculator and a random number generator to establish a statistically significant sample
size that will be pulled and tested on site. R3 will pull weight tickets for those loads, compare the values of the
tonnages in the source documentation to the tonnages on the weight tickets, and note any anomalies (e.g., weight
values that do not match).
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Docusign Envelope ID: 1B81BF94-1518-4C28-B344-25F1DA4456B7
17City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
›If any adjustments to tonnage reporting are identified, R3 will request that Burrtec adjust their monthly reporting
accordingly, and review the resulting adjusted reports in accordance with the same procedures, except that a
second weight ticket sampling will not occur.
Section 4.14 of the Agreement is specific about which material is allowed to be included in Burrtec’s diversion
reporting; for example, self-haul originating in Rancho Cucamonga is not allowed to be included. R3 will compare
Burrtec’s diversion reporting to the Agreement’s requirements to confirm that the diversion report is accurate and
compliant.
Per Section 4.14 of the Agreement, if Burrtec does not achieve the required 30% diversion, the franchise fee due to
the City is increased from 15% to 17%. If, during the course of our review of Burrtec’s Waste Generation and
Diversion Report, R3 determines that Burrtec fell below the 30% diversion requirement for the review year 2024-2025,
we will recalculate the franchise fees due to the City for that year of billing.
Task 2.2 Review of Billing Accuracy
Via this Sub-Task, R3 will verify the accuracy of customer billings for basic and additional services charged by Burrtec.
Each sample transaction will be tested to verify that the billed amount and corresponding payment were properly
recorded in the billing and accounting systems. In the event that payment for billed service is not received, the test
procedure will include a review of the approval process and documentation authorizing the write-off of the account as
noncollectable.
R3 will determine the capability of the accounting and billing systems to accurately record billed receivables and
payments received. The City is due 15% of the Gross Receipts received by the Contractor under the terms of Section
3.1 of the Agreement. If any anomalies are detected as a part of this Billing Accuracy review, R3 will recalculate the
franchise fee amounts due to the City related to the billing anomalies.
This will be achieved by: ›Reviewing the relevant billing requirements in Article 5.1 of the Agreement and determining whether Burrtec is
compliant with those requirements, including a preliminary review of billing timing, overdue billing procedures, and
late-payment penalties. ›Reviewing the approved customer billing rates for Burrtec by year and as applicable for Residential, Multi-Family,
Commercial, School, and Roll-Off customer categories. ›Performing analytics on customer billings and identifying any anomalies. ›Pulling a statistically representative sample of those anomalies (using a sample size calculator and a random
number generator to establish a statistically significant sample size) of customer billings during each year of the
review period. ›Comparing the billed amounts in the representative samples to the approved rate schedules and identifying any
discrepancies. ›Reviewing any discrepancies with Burrtec to determine the source of discrepancy (i.e., inaccurate billings vs.
pro-rated billing amount or other legitimate reason for billings not aligning with approved rates). ›Review any billing or route audit procedures Burrtec employs to verify service levels and correct any billing errors
via one phone interview with Burrtec.
After completing our review of Billing Accuracy, we propose to inform the company of our findings and allow them the
opportunity of correcting any misunderstandings prior to incorporating our findings in the Draft and Final Summary
Reports to the City (Task 3).
Task 2.3 Review of Franchise Fees Paid
As an additional task not explicitly requested in the Request for Proposals, R3 will review Exhibit 5 to the Agreement
and Burrtec’s billing records to determine whether the franchise fee due to the City was calculated correctly by Burrtec
in accordance with the Agreement. We will report our findings on this task separately from any adjustments to the
franchise fee due to the City under Tasks 2.1, 2.2, and 2.3 of this scope.
Task 2 Deliverables
–Findings from performing a statistical sample on the weight tickets to detail within the monthly tonnage reports for
accuracy.
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Docusign Envelope ID: 1B81BF94-1518-4C28-B344-25F1DA4456B7
18City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
–Findings from waste characterization audit to confirm the accuracy of the diverted tonnage provided in monthly
reports.
–Findings from Review of Waste Generation and Diversion Reporting (Task 2.1), including any adjustments to
franchise fees due to the City under the Agreement.
–Findings from Review of Billing Accuracy (Task 2.2), including any adjustments to franchise fees due to the City
under the Agreement.
–Findings from Review of Billing Completeness (Task 2.3), including any adjustments to franchise fees due to the
City under the Agreement.
–Findings from Review of Franchise Fees Paid (Task 2.4), including any adjustments to franchise fees due to the
City under the Agreement.
Task 3 Draft and Final Summary Report
Based on the results of Tasks 1 and 2 above, R3 will prepare a Draft Report that includes preliminary review findings
and recommendations. Per the detailed schedule below, we anticipate providing the Draft Report to the City no later
than, by June 12, 2024.
Our proposed project budget includes one conference call during which R3 will present the engagement findings to
City staff, as detailed in the Draft Summary Report. This forum is an opportunity to collaboratively review data and
outcomes, clarify findings and content, and discuss implementation of City staff’s changes and comments on the Draft
Summary Report. It also ensures that components are moving smoothly in the desired direction, which translates to a
mutually accepted Final Report and a successful completion of the project.
Based on consolidated written comments and feedback from the City from their review of the Draft Report and
participation in the discussion call, R3 will perform additional analyses and adjust the preliminary findings (if
warranted) to ensure that matters have been satisfactorily reviewed. We will prepare and distribute a Final Summary
Report documenting the findings and recommendations.
The Final Report will include: ›Franchise fee payment: Final analysis of franchise fee payment accuracy, including billing completeness for the
City’s franchised accounts. If R3 finds an overpayment or underpayment of the franchise payments, this figure will
be included in the Draft and Final reports. ›Customer payments: Final analysis of billing accuracy for basic and additional services. ›Diversion tonnage: Final analysis of reasonableness and accuracy of diversion tonnage reporting.
At the City’s request, following the issuance of the Final Report, R3 can facilitate discussion of the review findings and
recommendations between the City and Burrtec for an additional cost at the hourly rates listed in this proposal.
Task 3 Deliverables
–One (1) Draft Summary Report providing findings from Tasks 1 and 2.
–One (1) Final Summary Report based on one round of consolidated written comments from the City.
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Docusign Envelope ID: 1B81BF94-1518-4C28-B344-25F1DA4456B7
19City of Rancho Cucamonga | Review of Diversion Reporting and Billing Accuracy
Schedule
Availability
We have thoroughly reviewed the scope of work and schedule and our commitments and staff availability; we are
confident that the R3 staff assigned to this engagement have sufficient time available to complete the requested tasks
and present our deliverables within the expected project timeline. Additional detail on our current and planned projects
and staff utilization can be provided upon request. Table 1, below, includes our tentative project schedule, subject to
discussion with the City. This schedule assumes all required information, City review periods, and meetings will occur
swiftly and in keeping with the timelines stated in this proposal. Delays to any of the above will require changes to this
schedule. Please note, we have budgeted for all meetings to occur virtually.
Table 1: Project Schedule
Task Description / Milestone Estimated Dates
Notice to Proceed March 26, 2026
1
Kick-Off Meeting March 30 - April 3, 2026
Information Request April 6 - 10, 2026
Franchise Hauler Backup Documentation Deadline
(i.e., weight tickets, database of customer accounts, quarterly payments, etc.)April 20 - 24, 2026
Document Review April 20 - May 1, 2026
2 Diversion Reporting and Billing Accuracy Review
(Review and Analysis)May 1 - 31, 2026
3
Draft Summary Report June 1, 2026
Final Summary Report June 12, 2026
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Docusign Envelope ID: 1B81BF94-1518-4C28-B344-25F1DA4456B7
PSA with Professional Liability Insurance (Non-Design) Page 15
Last Revised: 11/12/2020
EXHIBIT B
SCHEDULE OF PERFORMANCE
Docusign Envelope ID: 1B81BF94-1518-4C28-B344-25F1DA4456B7
Schedule/Timeline
April 7-13, 2026: Kick-OA Meeting
April 13-17, 2026: Information Request
April 27- May 1, 2026: Franchise Haulter Backup Documentation Deadline
April 27-May 12, 2026: Document Review
May 13- June 13, 2026: Diversion Reporting and Billing Accuracy Review
June 30, 2026: Draft Summary Report
Late July 2026: Final summary Report
Exhibit B
Docusign Envelope ID: 1B81BF94-1518-4C28-B344-25F1DA4456B7
PSA with Professional Liability Insurance (Non-Design) Page 16
Last Revised: 11/12/2020
Attachment A – Sample Waiver of Subrogation
(Sample Only – Not all forms will look identical to this Sample)
Docusign Envelope ID: 1B81BF94-1518-4C28-B344-25F1DA4456B7
PSA with Professional Liability Insurance (Non-Design) Page 17
Last Revised: 11/12/2020
Docusign Envelope ID: 1B81BF94-1518-4C28-B344-25F1DA4456B7
Electronic Record and Signature Disclosure
Certificate Of Completion
Envelope Id: 1B81BF94-1518-4C28-B344-25F1DA4456B7 Status: Completed
Subject: Complete with Docusign: CO 2026-036 PSA for Audit of Franchise Waste Agreement.pdf
Source Envelope:
Document Pages: 41 Signatures: 3 Envelope Originator:
Certificate Pages: 5 Initials: 0 Mark Medina
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Mark.Medina@cityofrc.us
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Record Tracking
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4/6/2026 2:22:38 PM
Holder: Mark Medina
Mark.Medina@cityofrc.us
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Janet Barile
jbarile@r3cgi.com
Vice President
R3 Consulting Group
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Rose Radford
rradford@r3cgi.com
Project Manager
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Maritza Martinez
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Director of Public Works
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City Clerks Services Department
ClerkContracts@CityofRC.us
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City of Rancho Cucamonga
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