Corona City Council
April 3, 2024

RFP No. 24-051AS
Utility Rate Study for the City of Corona
December 27, 2023
SUBJECT: REQUEST FOR PROPOSALS (RFP) NO. 24-051AS
The City of Corona Utilities Department (City) invites qualified proposals for:

Utility Rate Study for the City of Corona
Parties interested in obtaining a copy of this RFP No. 24-051AS may do so by registering with PlanetBids as a City of Corona vendor by visiting the PlanetBids Vendor Portal:
https://www.planetbids.com/portal/portal.cfm?CompanyID=39497. Registered vendors can download a copy of this RFP No. 24-051AS and supporting documents at no cost and receive addenda and other notifications when issued.

Closing: Proposals shall be submitted electronically before 2:00 p.m., January 30, 2024, through the PlanetBids Vendor Portal. It is the consultant’s responsibility to allow sufficient time to complete and upload its proposal, including all documentation required by this RFP, prior to the stated deadline. Electronic submission cannot be completed unless the consultant properly uploads all required documents.

The City will only consider electronic proposals that have been transmitted successfully and issued a time stamped confirmation number from PlanetBids indicating the proposal was successfully transmitted. Transmission of proposals by any other means will not be accepted. Consultants are solely responsible for informing themselves with respect to proper usage of the PlanetBids online bid management system, for ensuring the capability of their computer system to upload the required documents and for the reliability of their internet service. Failure of the consultant to successfully transmit an electronic proposal shall be at the consultant’s sole risk and relief will not be given for late or improperly submitted proposals.

Consultants experiencing technical difficulties with the proposal transmission process should contact PlanetBids Support at (818) 992-1771. Consultants that continue to experience difficulty with the PlanetBids system should contact the City of Corona Purchasing Division at (951) 736- 2274. Neither the City nor PlanetBids make any guarantees or assurances as to the timely availability of assistance or resolution of any given issue prior to the proposal submission date and time.

Issuance of this RFP and/or receipt of proposals does not commit City to award a contract.

Signed,
RFP No. 24-051AS
Utility Rate Study for the City of Corona
Annette Solorio
Purchasing Specialist II
City of Corona | Finance Department – Purchasing Division 400 S. Vicentia Ave., Suite 320 | Corona, CA 92882
Phone: 951-739-4922 | Email: [email protected] Website: www.coronaca.gov
RFP No. 24-051AS
Utility Rate Study for the City of Corona
December 27, 2023
SUBJECT: REQUEST FOR PROPOSALS (RFP) No. 24-051AS

SECTION I

INVITATION
The City of Corona Utilities Department (City) invites proposals from qualified consultants for:

Utility Rate Study for the City of Corona
Please read this entire RFP package and include all requested information and forms in your proposal. Proposals must be signed by an authorized agent of the company submitting a proposal in order to be considered responsive.
**IMPORTANT** PLEASE REVIEW THE CITY’S INSURANCE

REQUIREMENTS AND FORMS LOCATED IN SECTION V
(PROPOSAL CONTENT AND FORMS) AND VII (FORM OF AGREEMENT) SUBSECTION 3.2.10 INSURANCE, ET SEQ**
Tentative RFP Schedule
(Subject to change at City’s discretion)

1. Issue RFP .....................................................................................................December 27, 2023

2. Non-Mandatory Pre-Proposal Meeting (via Microsoft Teams)...... 10:00 a.m., January 9, 2024

3. Written Questions from Consultant Due.........................................4:00 p.m., January 11, 2024

4. Responses from City Due ................................................................................January 17, 2024

5. Proposals Due ................................................................................................2:00 p.m., January 30, 2024

6. Proposal Evaluation Completed..................................................................... February 13, 2024

7. Consultant Interviews (Optional)................................................................... February 20, 2024

8. Contract Negotiations .................................................................................... February 22, 2024

9. Consultant Selection ...................................................................................... February 29, 2024

10. Tentative City Council Action...............................................................................April 3, 2024

11. Notice to Proceed.................................................................................................April 11, 2024 RFP No. 24-051AS
Utility Rate Study for the City of Corona
Table of Contents
SECTION I ........................................................................................................................Invitation SECTION II............................................................................................................RFP Instructions SECTION III..................................................................................................Evaluation and Award SECTION IV ......................................................................Project Description and Scope of Work SECTION V.........................................................................................Proposal Content and Forms SECTION VI ................................................................................................RFP Acknowledgment SECTION VII....................................................................................................Form of Agreement RFP No. 24-051AS
Utility Rate Study for the City of Corona
SECTION II.

RFP INSTRUCTIONS
A. Pre-proposal Meeting
A Non-Mandatory pre-proposal meeting will be held on January 9, 2024 at 10:00 a.m. through Microsoft Teams. Consultants are encouraged to use this opportunity to familiarize themselves with the project requirements. Please email Annette Solorio if you intend to participate in the pre-proposal meeting by January 8, 2024 at 10:00 a.m., by email at [email protected]. Please include the first and last name of the attendee(s), email address, and company name.

B. Proposal Format
The proposal should consist of the following sections, at minimum. Supplemental information beneficial to the proposal is acceptable as attachments or Appendices if directly applicable. Consultants are encouraged to be concise with the company background and experience sections and focus on experience delivering schedule-driven utility rate study services projects.

1. Qualifications, Related Experience and References

2. Proposed Staffing and Project Organization

3. Work Plan

4. Labor Hour Estimate and Fee Proposal, submit as a separate file. Do not include in the same file with Consultant’s technical proposal. (Break down job classification and type of costs by amount and/or rates)

5. Appendices
C. Examination of Proposal Documents
By submitting a proposal, consultants represent they have thoroughly examined and become familiar with the work required under this RFP, have reviewed the project location, understand the project objectives and are capable of performing quality work to achieve the City’s objectives.

D. Addenda
Substantive City changes to the requirements will be made by written addendum. Any written addenda issued pertaining to this RFP shall be incorporated into the terms and conditions of any resulting Purchase Order and/or Agreement. Copies of all Addenda will be furnished through the City’s electronic bidding system, PlanetBids, no later than 72 hours prior to the proposal Due Date and Time. Consultants shall access any and all Addenda from the electronic bidding system’s Addenda & Email tab for this RFP. The City shall not be bound to any modifications to or deviations from the requirements set forth in this RFP as the result of oral instruction.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
All registered vendors with a PlanetBids status of either bidder or non-bidder that have downloaded a copy of this RFP and supporting documents will be notified by a system generated email from PlanetBids when an Addendum has been issued. It is the sole responsibility of consultants to ensure they have received all addenda prior to submitting a proposal. To this end, consultants should contact the City’s Purchasing Division prior to the proposal due date to verify receipt of all Addenda issued. Consultants shall acknowledge receipt of all Addenda when submitting their electronic proposals.

E. Clarifications

1. Examination of Documents
Should a consultant require clarifications to this RFP, the Consultant shall notify the City in writing in accordance with Section E.2 below. Should it be found that the point in question is not clearly and fully set forth in the RFP, the City shall issue a written addendum clarifying the matter.

2. Submitting Requests
Consultants shall submit all questions, clarifications or comments through the City’s PlanetBids electronic bidding system:
https://www.planetbids.com/portal/portal.cfm?CompanyID=39497 utilizing the Questions & Answers tab. All Consultant questions must be submitted no later than 4:00 p.m., January 11, 2024. Please note the City’s electronic bidding system will not allow inquiries to be submitted after this date and time.

3. City Responses
a. Responses from the City will be communicated in writing by way of addendum in accordance with Section D above. The City shall not be bound to any modifications to or deviations from the requirements set forth in this RFP as the result of any oral instruction.
b. The Tentative Schedule may change at any time. Any and all changes to the Tentative Schedule will be made by way of addendum. If an Addendum is issued less than 72 hours before the proposal due date and time, the proposal due date will be extended.

F. Submission of Proposals

1. Date and Time
All proposals shall be submitted no later than 2:00 p.m., January 30, 2024.

2. Electronic Submission
Proposals shall be submitted electronically using the City’s PlanetBids Vendor Portal.

The City’s electronic bidding system will not allow proposals to be submitted after the RFP No. 24-051AS
Utility Rate Study for the City of Corona
due date and time. It is the consultant’s responsibility to allow sufficient time to complete and submit their proposal, including all documentation required by this RFP, prior to the stated deadline. Electronic submission cannot be completed unless the consultant properly uploads all required documents. Only electronic proposals will be accepted; hard copy proposals will be rejected as nonresponsive and returned unopened without exception.

3. Acceptance of Proposals
a. The City reserves the right to accept or reject any and all proposals, or any item or part thereof, or to waive any informalities or irregularities in a proposal. b. The City reserves the right to withdraw this RFP at any time without prior notice, and the City makes no representations that any contract will be awarded to any consultant responding to this RFP.
c. The City reserves the right to postpone proposal opening for its own convenience.

G. Proposal Withdrawal
Electronic proposals may be withdrawn by consultant prior to the date and time set forth in Section F.1 above. After that time, consultants may not withdraw their proposals for a period of ninety (90) days from the Proposal Submittal Deadline. At no time may the successful consultant(s) withdraw their proposal(s).

H. Pre-Contractual Expenses
Pre-contractual expenses are defined as expenses incurred by the consultant in:

1. Preparing its proposal in response to this RFP;

2. Submitting the proposal to City;

3. Negotiating with City on any matter related to the proposal; or

4. Any other expenses incurred by the consultant prior to date of award, if any.

The City shall not, in any event, be liable for any pre-contractual expenses incurred by consultant in the preparation of its proposal. Consultant shall not include any such expenses as part of its proposal.

I. Contract Award
Issuance of this RFP and receipt of proposals does not commit the City to award a contract.

The City reserves the right to postpone proposal opening for its own convenience, to accept or reject any or all proposals received in response to this RFP, to request additional information from consultants as appropriate, to negotiate with other than the highestranked consultant(s) should negotiations with the highest-ranked consultant(s) be terminated, or to cancel all or part of this RFP.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
J. Contract Term
The initial contract term will be approximately fourteen (14) months and shall be effective on or about April 3, 2024 through June 30, 2025.

K. Acceptance of Order
The successful consultant(s) will be required to accept a Purchase Order and execute a written Agreement (see Section VII, Form of Agreement) in accordance with and including as a part thereof the published notice of Request for Proposals and this Request for Proposals, including all requirements, conditions and specifications contained herein, with no exceptions other than those specifically listed in the written purchase order and/or Agreement.

L. Company Performance
It is the intent of the City to create a long-term working partnership with the selected firm.

The City’s Representative will complete a Vendor Performance Evaluation Form on a periodic basis. An example of this type of form can be reviewed in Section V and will be the basis for periodic assessments by the City to establish contract performance metrics.

M. City of Corona Business License
The successful consultant(s) and any sub-consultants are required to obtain a City of Corona Business License prior to contract award and to maintain the license for the entire term of the Agreement. The Business License is not a prerequisite for submission of a proposal. Inquiries regarding the City Business License may be answered by calling 951- 736-2275 or by visiting the City’s website:
https://www.coronaca.gov/government/departments-divisions/finance/business-licenseinfo.

N. Prevailing Wage
Refer to Section VII. Form of Agreement, Section 3.3.5 for Prevailing Wage requirements.

O. Insurance Requirements
Within ten (10) consecutive calendar days after the notice of award, the Consultant to whom a contract is awarded from this request for proposals shall furnish the City, through its third-party insurance partner, Exigis, certificates of insurance and endorsements evidencing coverage as specified in Section VII. Form of Agreement, Section 3.2.10 Insurance, et seq. and naming the City of Corona, its directors, officials, officers, employees, volunteers and agents as additional insureds by written endorsement. Failure to do so may, in the sole discretion of the City, result in the forfeiture of the Contract Award.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
Consultants are encouraged to have their insurance provider(s) review the insurance requirements, pursuant to the Form of Agreement, to ensure the specified minimum coverage limits, endorsements and other requirements can be met.

Consultants must review, complete and sign the Acknowledgment of Insurance Requirements Check Sheet included in Section V and return with their proposal. Any exceptions or deviations to the City’s insurance requirements must be submitted to the City during the Questions and Answer period. Consultants are cautioned that exceptions or deviations from the RFP insurance requirements may cause their proposal to be rejected as non-responsive.

P. Negative History
Consultant must include in its Proposal a complete disclosure of any alleged significant prior or on-going contract failures, any civil or criminal litigation or investigation pending which involves the firm or in which the firm has been judged guilty or liable within the last five (5) years.

If there is no negative history to disclose, the firm must affirmatively state in its Proposal, there is no negative history to report.

Failure to comply with the terms of this provision may disqualify any proposal. The City reserves the right to reject any proposal based upon the firm's prior documented history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failures to meet contract milestones or other contractual failures.

Q. Conflict of Interest Statement
The nature of the proposed services for this RFP may lead to a conflict of interest for firms that are currently under contract with the City or those that may seek contract opportunities in the future. The City considers the following situations as potential conflicts of interest that will not be allowed:

Consultants shall disclose any financial, business or other relationship with the City that may have an impact upon the outcome of the contract or the construction projects. The Consultant shall also list current clients who may have a financial interest in the outcome of this contract or the construction project that will follow. Consultants shall disclose any financial interest or relationship with any construction company that might submit a bid on any of the listed transportation projects.

R. Public Records
Responses (proposals) to this Request for Proposal (RFP) and the documents constituting any contract entered into thereafter become the exclusive property of the City and shall be subject to the California Public Records Act (Government Code Section 6250 et seq.). The City’s use and disclosure of its records are governed by this Act.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
Those elements in each proposal which proposer considers to be trade secrets, as that term is defined in Civil Code Section 3426.1(d), or otherwise exempt by law from disclosure, should be prominently marked as “TRADE SECRET”, “CONFIDENTIAL”, or “PROPRIETARY” by proposer. The City will use its best efforts to inform proposer of any request for disclosure of any such document. The City shall not in any way be liable or responsible for the disclosure of any such records including, without limitation; those so marked if disclosure is deemed to be required by law or by an order of the Court.

In the event of litigation concerning disclosure of information the proposer considers exempt from disclosure, the City will act as a stakeholder only, holding the information until otherwise ordered by a court or other legal process. If the City is required to defend an action arising out of a Public Records Act request for any of the contents of a proposer’s proposal marked “Confidential”, “Proprietary”, or “Trade Secret”, proposer shall defend and indemnify the City from all liability, damages, costs, and expense, including attorneys’ fees, in any action or proceeding arising under the Public Records Act.

To insure confidentiality, proposers are instructed to upload separate files for all “Confidential,” “Proprietary,” or “Trade Secret” data when submitting their proposal documents. The file names shall include the words “Confidential”, “Proprietary” or “Trade Secret". Because the proposal documents are available for review by any person after award of a contract resulting from an RFP, the City shall not in any way be held responsible for disclosure of any “Confidential,” Proprietary,” or “Trade Secret” documents that are not uploaded as separate files and include “Confidential”, “Proprietary” or “Trade Secret" as part of the file name.

S. Special Provisions for Services

1. Accessibility. Consultant shall fully inform himself regarding any peculiarities and limitations of the spaces available for the performance of work under this contract.

Consultant shall exercise due and particular caution to determine that all parts of his work are made quickly and easily accessible.

2. Authority of the City of Corona. Subject to the power and authority of the City as provided by law in this contract, the City shall in all cases determine the quantity, quality, and acceptability of the work, materials and supplies for which payment is to be made under this contract. The City shall decide questions that may arise relative to the fulfillment of the contract or the obligations of the consultant hereunder.

3. Changes in Work. The City may, at any time work is in progress, by written order and without notice to the sureties, make alterations in the terms of work as shown in the specifications, require the performance of extra work, decrease the quantity of work, or make such other changes as the City may find necessary or desirable. The consultant shall not claim forfeiture of contract by reasons of such changes by the City. Changes in work and the amount of compensation to be paid to the consultant for any extra work as so ordered shall be determined in accordance with the unit prices quoted.

4. Contract Incorporation. This contract embodies the entire contract between the City and the Consultant. The parties shall not be bound by or be liable for any statement, RFP No. 24-051AS
Utility Rate Study for the City of Corona
representation, promise, inducement or understanding of any kind or nature not set forth herein. No changes, amendments, or modifications of any of the terms or conditions of the contract shall be valid unless reduced to writing and signed by both parties. The complete contract shall include the entire contents of the RFP solicitation, all addenda, all of Consultant’s successful submittal, supplemental agreements, change orders, performance bond(s), and any and all written agreements which alter, amend or extend the contract.

5. Rejection of Work. Consultant agrees that the City has the right to make all final determinations as to whether the work has been satisfactorily completed.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
SECTION III.

EVALUATION AND AWARD
The City is soliciting firms and/or individuals who have established knowledge, experience preparing utility rate study services, and expertise in all aspects of the services requested in this RFP. Following is what the City considers important in evaluating the proposals and the assembled teams for a successful project. Minimum requirements are as follows:

EVALUATION CRITERIA
The following weighting and points in Table 1 below will be assigned to the Proposal for evaluation purposes:

Table 1
Criteria Max Points Rating
Completeness of Response 0 Pass or Fail
Qualification of Firm 25
Qualifications of Personnel/Experience with
Similar Work
25 Work Plan / Project Understanding and
Approach
25 Value 25
Total 100

1. Completeness of Response (Pass/Fail) - 0
a) Responses to this RFP must be complete. Responses that do not include the proposal content requirements identified within this RFP and subsequent addenda and do not address each of the items listed below will be considered incomplete, be rated a Fail in the Evaluation Criteria and will receive no further consideration.

2. Qualification of Firm– 25 points
a) Strength and stability of the firm;
b) Technical competence and experience of firm’s consultants in general providing similar services;
c) Demonstrated knowledge of the scope of work required, capability of performing specific tasks outlined in the RFP;
d) Adequacy of staff to provide required services; and
e) Reputation of firm in providing similar services.

RFP No. 24-051AS
Utility Rate Study for the City of Corona

3. Qualifications of Personnel/ Experience with Similar Work – 25 points a. Qualifications, education, technical competence, and experience of staff; b) Proposal demonstrates the following:

1. Provides a project-appropriate Principal Consultant team organization diagram, including the Project Manager as the main point of contact; and all applicable subcontractors that will be working on this project

2. Identifies the geographic location of the firm and each team member.

3. Describes the qualifications and experience of each proposed consultant team member, including key areas of expertise of each team member, plus their anticipated level of participation for the proposed type of service.

4. Identifies the anticipated level of participation as primary or supportive.

5. Clarifies who would be reasonably expected to perform the bulk of the work, and who would perform primarily oversight, QA/QC, and other supportive roles.
c) Evidence of successful completion of similar projects.

1. List at least five (5) similar projects with other utilities and list at least one project in each service type (water, sewer, recycled water and electric) and provide contact persons with telephone numbers.

4. Work Plan / Project Understanding and Approach – 25 points a) Depth and thoroughness of Consultant’s understanding of the Project and the City’s requirements;
b) Identification and understanding of Project issues and challenges. c) Quality and logic of work plan;
d) Logic of Project organization and appropriateness of resource estimate and labor distribution among the tasks;
e) Adequacy of system or process for managing cost and budget; f) Adequacy of system or process for managing project schedule; g) Adequacy of system or process for communicating with the City.

5. Value – 25 points
a) Appropriate number of hours budgeted for Project tasks; b) Reasonableness of the Consultant’s hourly rates, labor hours, and fee required to perform the work in relation to the scope of work and other proposals received. c) The total fee will be judged for value and used as the basis of comparison between the proposals submitted.

B. EVALUATION PROCEDURE
An Evaluation Committee comprised of City staff, and may include personnel from stakeholder agencies, will be appointed to review all proposals in accordance with the above criteria
During the evaluation period, the City may do any or all of the following:

A. Generate a “short list” and conduct interviews with the top candidates; B. Conduct on-site visits and/or tours of the candidates’ places of business; and C. Conduct negotiations with the most qualified candidate(s).

RFP No. 24-051AS
Utility Rate Study for the City of Corona
Consultants should be aware, however, that award may be made without consultant visits, project visits, interviews, or further discussions or negotiations.

Interviews – The City may interview the highest scoring proposals based on the evaluation criteria from Table 1
Interview Evaluation Criteria:

The Interview will provide a maximum total of ten (10) points in addition to the maximum 100 points identified in Table 1. The available scoring for the Interview is as follows:

Category Points
Presentation 1
Technical Content 2
Project Manager and Key Team Members 2
Communication Skills 1
Project Understanding 2
Flexibility to Accommodate City Needs 2
Total Maximum Points 10
C. AWARD
Consultants are to submit a separate fee proposal with their technical proposal. Upon review and scoring of all proposals, the City will begin negotiations with the highest ranked Consultant. Should the City be unable to negotiate a satisfactory contract with the highest ranked Consultant, the City retains the right to terminate negotiations and open negotiations with the next highest ranked Consultant.

In addition, negotiations may or may not be conducted with consultants; therefore, the proposal submitted should contain your most favorable terms and conditions, since the selection and award may be made without discussion with any consultant.

City staff will submit a recommendation to City Council for consideration and approval of the proposal(s) evaluated by staff to be the most qualified for this project. The City anticipates making final selections and awards on or about April 3, 2024.

D. NOTIFICATION OF RANKINGS
Consultants that submit proposals may be notified in writing of the proposals rankings using the City’s on-line bidding platform after approval of the City’s authorized contracting party.

E. IMPLEMENTATION
RFP No. 24-051AS
Utility Rate Study for the City of Corona
A kick-off meeting will be held after contract award. Consultant’s Project Manager and key team members will meet with City staff to conduct introductions, discuss the scope of services, meetings, project needs and implementation process.

Following the kick-off meeting, a formal Notice-to-Proceed (NTP) may be issued after the agreement is fully executed and all insurance documents and contents of all required documents have been received and approved by the City.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
SECTION IV.

PROJECT DESCRIPTION AND SCOPE OF SERVICES
A. PROJECT DESCRIPTION
The City of Corona Utilities Department provides water, sewer, reclaimed water, and bundled electric services in the City of Corona and surrounding unincorporated Riverside County areas. The City’s accounts are as follows as of June 30, 2023:
• Water Accounts: 45,996
• Sewer Accounts: 40,963
• Reclaimed Accounts: 406
• Bundled Electric Accounts: 1,851
Our customers include single family residential, multi-family residential, commercial, industrial, and governmental accounts.

The rate study should create a 10-year financial planning model to provide information to assist in the following:
• Determine the appropriate water budget calculation to ensure compliance with statewide regulations.
• Determine estimated future operations and maintenance costs as needed continue providing services and to comply with current and future regulatory requirements. • Determine the cost of providing each of the four services. • Rate impacts of capital projects and financing alternatives. • Rate impacts of fully funding the Utilities Department reserves. • Development of a long-term financial plan to ensure the utilities remain financially stable.
• Present options for a long-term rate track to smooth out large rate adjustments and minimize rate impact on customers.
• Comparison of the City of Corona’s rates to ten (10) neighboring agencies. • Develop a rate model that allows for an annual review of the rates and a “true up” process for rate adjustments.

B. SCHEDULE OF PERFORMANCE
Consultant shall state their firm’s proposed schedule for completion of the study. The City anticipated implementation date of the rates is January 2025.

Upon approval by the City Council and Notice of Award to Consultant; The City’s project manager will coordinate with the Consultant’s project manager to start agreed scheduled services for the completion of the study and shall be effective on or about April 3, 2024 through June 30, 2025
RFP No. 24-051AS
Utility Rate Study for the City of Corona
C. THE FOLLOWING PRESENTS THE SCOPE OF SERVICES
The scope of the project shall include the following:
• Provide a data request list for the City.
• Conduct a kickoff meeting with City staff to discuss project priorities, data needs, and the project schedule.
• Develop a 10-year financial planning model for the water, recycled water, sewer, and bundled electric services that determines the revenue requirements based on projected revenues, operating and maintenance expenditures including personnel costs, capital improvements, debt service coverage, and adequate reserve funding. The analysis should incorporate the Utilities reserves policy as well as any other policy considerations that the City determines are priorities. • Ensure the City’s water budgets are structured to achieve compliance with statewide water conservation regulations.
• Prepare a cost-of-service (COS) analysis for each service type. Each COS analysis needs to adequately fund revenue requirements including operations and maintenance, capital improvements, and debt service. The analyses must ensure that rates and charges are defensible and comply with the requirements of Proposition 218, Proposition 26, and other regulations as applicable.
• The City’s rates are impacted by participation in neighboring joint powers authorities and wholesale water pricing. Evaluate the relevant budgets and rates (including but not limited to the Western Riverside County Regional Wastewater Authority, Western Municipal Water District, Metropolitan Water District of Southern California, and the Bedford Coldwater Groundwater Sustainability Agency) and the impact on rates. • Prepare a comparative rate analysis with a minimum of ten (10) neighboring agencies providing similar services.
• Prepare draft and final reports that summarize the results and recommendations of the study and serve as a document of record in compliance with applicable regulations. • Conduct rate workshops with staff and City Council. This should include any presentations the proposer believes necessary to ensure the City Council is well informed as to the status of the project and to discuss major milestones and decision points of the project. Please note that all Power Point presentations are to be presented to the City’s Leadership Team prior to presentation to the City Council. This can be done virtually or in person. Please include this “dry run” in the cost. (The City may, at its own discretion, request additional presentations to the City Council beyond those presented in the scope. These should be included on the Bid Price Sheet under the “Optional Bid Items” heading.)
• Conduct a minimum of three in person community meetings and two virtual meetings to inform the public of any rate changes and the reasons for those rate changes prior to the Proposition 218 hearing.
• Develop the Proposition 218 notice of public hearing and present the study to City Council and the public at the Proposition 218 public hearing. • Draft and final deliverables shall be made available in Word, Excel, and PDF file formats. Word and Excel formats shall be editable by City staff. The City will retain ownership of all work products. At minimum the deliverables shall include:
o Draft cost of service report
RFP No. 24-051AS
Utility Rate Study for the City of Corona
o Final cost of service report
o Proposition 218 notice
o Rate model calculator/financial model
RFP No. 24-051AS
Utility Rate Study for the City of Corona

SECTION V

PROPOSAL CONTENT AND FORMS
A. PRESENTATION
Proposals shall be specific to this project. Lengthy narrative is discouraged and presentation should be brief and concise.

1. Cover Letter
Proposals shall contain the following in a cover letter:
a. Identification of consultant, including name, address. telephone number and DIR Registration Number, if applicable;
b) Proposed working relationship between consultant and subconsultants, if applicable;
c) Acknowledgment of receipt of all RFP addenda, if any; d) Name, title, address, telephone number and email address of consultant’s contact person during the proposal evaluation period;
e) A statement that the cost of printing, mileage, telephone, mailing and other expenses incidental to the performance of the main items of the utility rate study services to be rendered are included in the hourly rates schedule of said fee proposal and that there will be no additional charges.
f) A statement to the effect that the proposal shall remain valid for a period of not less than 90 days from the date of submittal;
g. Signature of a person authorized to bind consultant to the terms of the proposal; and
h. Identification of proposed sub-consultants, including legal company name, and contact person’s name, address, phone number. Working relationship between Consultant and subcontractors, if applicable.
i. Complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Consultant or in which the Consultant has been judged guilty or liable Following the cover letter, proposals should address the following items in turn:

2. Qualifications, Related Experience and References
This section of the proposal should establish Consultant’s ability to satisfactorily perform the required work by reasons of: experience in performing work of a similar nature; demonstrated competence in the services to be provided; professional and educational qualifications, strength and stability of the firm, staffing capability, work RFP No. 24-051AS
Utility Rate Study for the City of Corona
load, record of meeting schedules on similar projects; and supportive client references.

Consultant shall:
a. Provide a brief profile of the firm, including the types of services offered, year founded, form of organization (corporation, partnership, sole proprietorship) number, size and location of offices and number of employees; b. Provide a general description of the firm’s financial condition; identify any conditions (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede consultant’s ability to complete the project;
c. Describe samples of work and the firm’s experience in performing work of a similar nature to that described in this RFP, and highlight the participation in such work by the key personnel proposed for assignment to this project; d. Identify sub-consultants by company name, address, contact person, telephone number, project function, and describe consultant’s experience working with each sub-consultant; and
e. Provide a minimum of five (5) references from similar projects with other utilities and list at least one project in each service type (water, sewer, recycled water and electric). References shall include the name, title, address, telephone number, and email address of the person(s) at the client organization most knowledgeable about the work performed. Consultant may also supply references from other work not cited in this section as related experience.

3. Proposed Staffing and Project Organization
This section of the proposal should establish the qualifications and involvement of the proposed project staff. Consultant shall:
a. Describe your firm’s organization chart, identify who will have overall responsibility for the work, and include the lines of authority between team members up to the senior level. Provide education, experience and applicable professional credentials of proposed project staff.
b. Furnish brief resumes, not more than two pages, and at least three references, for key personnel.
c. Identify key personnel proposed to perform the work in the specified tasks and include major areas of sub-consultant work.
d. Include a project organization chart which clearly delineates communication/reporting relationships among the project staff. e. Provide education, experience, and applicable professional credentials of proposed subcontractors.
f. Include a statement that key personnel will be available to the extent proposed for the duration of the project acknowledging that no person designated as “key” to the project shall be removed or replaced without the prior written concurrence of the City.

RFP No. 24-051AS
Utility Rate Study for the City of Corona

4. Work Plan
Consultant shall provide a narrative which addresses the Scope of Services and shows consultant’s understanding of the City’s needs and requirements. Consultant shall:
a. Describe the approach to completing the tasks specified in the Scope of Services.
b. Outline sequentially the activities that would be undertaken in completing the tasks and specify who would perform them.
c. Furnish a schedule for completing the tasks in terms of elapsed weeks from the commencement date.
d. Provide a resource estimate of labor resources, utilizing a table projecting the labor-hour allocation to the project by individual task. e. Identify methods that consultant will use to ensure quality control as well as budget and schedule control for the project.
f. Describe fully any deliverables that will be due un the contract, based on the Scope of Work.

Consultant may also propose enhancement or procedural or technical innovations to the Scope of Services which do not materially deviate from the objectives or required content of the project.

5. Exceptions/Deviations
State any exceptions to or deviations from the requirements of this RFP on the RFP Acknowledgement Form where indicated. Where Consultant wishes to propose alternative approaches to meeting the City’s technical requirements, these should be thoroughly explained. Consultants are cautioned that exceptions or deviations from RFP requirements may cause their proposal to be rejected as non-responsive.

6. Time Extensions
There will be no time extensions for routine delays in Project development design, plan check, or permit processing. These must be anticipated in your fee. Time extensions will only be authorized in writing as a change order to the contract when due to major changes in Scope of Services, unavailability of essential information or delays by others.
h) Alternative Work Schedule
The Consultant should discuss the Project schedule and the ability to meet or exceed the milestones given. In the event it is determined that there are major deficiencies in the work schedule or that the work can be accomplished in less time, an alternative work schedule may be submitted along with an appropriate explanation in the Schedule Section of the proposal. City is under no obligation to consider such an alternative schedule.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
i) Labor Hour Estimate and Fee Proposal
Consultants are to submit a fee proposal with their technical proposal. The fee proposal must be submitted as a separate file and uploaded into PlanetBids as the Cost File. The fee proposal must not be included within the Technical Proposal file. After ranking of the consultants by qualifications, the City will review the cost proposals and begin negotiations with the highest ranked consultant. If agreement cannot be reached, then negotiations proceed to the next most qualified consultant. The goal of negotiations is to agree on a final contract that delivers the services, or products required at a fair and reasonable cost to the City. Consultant shall provide the following in their fee proposal:
a. An hourly rate schedule (labeled as Exhibit “C” Compensation) and an hourly cost breakdown by task showing labor hours, hourly labor rates, and fees by task.
b. A total “Maximum Not-to Exceed” fee for all services to be rendered and all materials to be furnished.

Items typically negotiated include:
a. Work plan
b. Schedule and deadlines
c. Products to be delivered
d. Classification, wage rates, and experience level of personnel to be assigned e. Cost items, payments, and fees
j) Appendices
Information considered by Consultant to be pertinent to this Project and which has not been specifically solicited in any of the aforementioned sections may be placed in a separate appendix section. Consultants are cautioned, however, that this does not constitute an invitation to submit large amounts of extraneous materials; appendices should be relevant and brief.
k) Insurance
Consultants shall submit evidence of ability to provide insurance in the amounts and with coverages as required in the attached Professional Services Agreement.

B. LICENSING AND CERTIFICATION REQUIREMENTS
By submitting a proposal, Consultant warrants that any and all licenses and/or certifications required by law, statute, code or ordinance in performing under the scope and specifications of this RFP are currently held by Consultant and are valid and in full force and effect.

Copies or legitimate proof of such licensure and/or certification should be included in RFP No. 24-051AS
Utility Rate Study for the City of Corona
Consultant's proposal. Proposals lacking copies and/or proof of said licenses and/or certifications may be deemed non-responsive and may be rejected.

C. RFP ACKNOWLEDGMENT FORM/PAYMENT TERMS
Consultant shall complete the RFP Acknowledgment Form in its entirety. Unless discount terms are offered, payment terms shall be “Net 30 Days”. Payment due dates, including discount period, will be computed from date of City acceptance of the required services or of a correct and complete invoice, whichever is later, to the date City’s check is mailed.

Consultant shall include in all monthly invoices the running total of the amount billed to the City and the remaining contract balance.

D. NON-COLLUSION DECLARATION/AGREEMENT ACKNOWLEDGMENT
Consultant shall complete and sign the Non-Collusion Declaration and Acknowledgment of the City of Corona Agreement on the following pages and submit with its proposal.

E. PROPOSAL CHECKLIST
 Cover Letter
 Technical Proposal
 Non-Collusion Declaration
 Acknowledgment of the Terms and Conditions of the City of Corona Professional Services Agreement
 Acknowledgement of Insurance Requirements Check Sheet  Completed Insurance Requirements Check List
 Sample Insurance Certificate
 Consultant’s Statement of Past Contract Disqualifications  RFP Acknowledgment Form
 Acknowledgment of Vendor Performance Evaluation Form
 Fee Proposal (submitted as a separate document from the proposal file) RFP No. 24-051AS
Utility Rate Study for the City of Corona
PARTY SUBMITTING PROPOSAL: ______________________

NON-COLLUSION DECLARATION
(TO BE EXECUTED BY CONSULTANT AND SUBMITTED WITH PROPOSAL) The undersigned declares:

I am the _________________________________________________ [title] of ___________________________________ [proposer], the party making the foregoing bid.

The proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The proposal is genuine and not collusive or a sham. The proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham bid. The proposer has not directly or indirectly colluded, conspired, plotted, or agreed with any proposer or anyone else to put in a sham bid, or to refrain from submitting a proposal. The proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer. All statements contained in the proposal are true. The proposer has not, directly or indirectly, submitted his or her proposal price, or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a proposer that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the proposer.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on ____________________ [date], at ________________________________ [city], _________________________[state]. ____________________________________
Signature
____________________________________
Typed or Printed Name
____________________________________
Title
____________________________________
Party Submitting Proposal
RFP No. 24-051AS
Utility Rate Study for the City of Corona

ACKNOWLEDGMENT OF THE TERMS AND CONDITIONS OF THE CITY OF

CORONA PROFESSIONAL SERVICES AGREEMENT
This is to acknowledge that we have read the City of Corona Professional Services Agreement and will sign the Agreement, as presented, without exception, for the City’s RFP No. 24-051AS. ______________________________________________________________________________ (Firm Name)
______________________________________________________________________________ (Print name and title of person signing for firm)
______________________________________________________________________________ (Signature/Date)
RFP No. 24-051AS
Utility Rate Study for the City of Corona

ACKNOWLEDGMENT OF THE INSURANCE REQUIREMENTS CHECK SHEET (To be Completed and Submitted with Consultant’s Proposal) All applicable insurance requirements to this RFP are identified with a ‘YES’ under the “Applicable to Vendor” column on the RFP Insurance Requirements Check List.

Consultant acknowledges that we have reviewed the City of Corona Insurance Requirements Check Sheet and understand that we will be able to provide the insurance coverage required. A sample certificate of insurance is enclosed for the City’s preliminary review. Any deductibles or self-insured retention amounts have been specified below for City’s review and approval.

The City reserves the right to request Contractors to provide reviewed or audited financial statements and/or tax returns if the consultant has insurance deductibles or self-insured retention amounts greater than $50,000.

Deductible Amounts/Self-insured Retentions:
_______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ __________________________________________________________________________ (Firm Name)
__________________________________________________________________________ (Print name and title of person signing for firm)
__________________________________________________________________________ (Signature/Date)
RFP No. 24-051AS
Utility Rate Study for the City of Corona
City of Corona
RFP No. 24-051AS Insurance Requirements Check List
(To be Completed and Submitted with Consultant’s Proposal) All applicable insurance requirements are identified with a ‘YES’ under the “Applicable to Vendor” column. Indicate Yes or No below if you are able to comply with the requirement.

YES NO
Applicable to
Vendor
Can your company provide General Liability - $1M occurrence/$2M aggregate? YES Can your company provide Automobile Liability - $1M? YES Can your company provide Workers Compensation and Employer's Liability - $1M? YES Can your company provide Errors and Omissions (Professional) Liability Insurance - $1M per claim or occurrence/$2M aggregate? YES
Can your company provide Technology Professional Errors and Omissions Liability Insurance - $2M occurrence or $2M aggregate?
Not
Applicable
Can your company provide Builders'/All Risk for the completed value of the project naming the City as the loss payee?
Not
Applicable
Can your company provide Contractor’s Pollution Liability and Transportation Pollution Liability with minimum limits of $1 million/$2 million with a primary Additional Insured endorsement?
Not
Applicable
Can your company provide coverage with an insurer with a current A.M. Best’s rating no less than (A-):VII and licensed as an admitted insurance carrier in California? YES Can your company provide coverage with an insurer with a current A.M. Best’s rating no less than (A-):X and authorized to issue the required policies in California? YES Will your insurance policies have a (30) days' notice of cancellation endorsement? YES If your firm is unable to provide a (30) day notice of cancellation will your firm sign a City provided statement that the Vendor shall notify the City within two business days any notice of cancellation? YES
Does your insurance have any deductibles and/or self-insurance retentions? YES Insurance Endorsements
General Liability
YES NO
Applicable to
Vendor
(Occurrence form CG 0001) YES
Will your company provide an insurance policy that states the City, its directors, officials, officers, employees, agents, and volunteers shall be covered as additional insured with respect to liability arising out of work or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection therewith? YES Will your company provide an insurance policy that states any person or organization whom you have agreed to include as an additional insured under a written contract? provided such contract was executed prior to the date of loss? YES Can your company provide Completed Operations as evidenced with the following endorsements? YES
Endorsement form CG 20 10 11 85 OR YES
CG 20 37 and one of the following YES
CG 20 10 YES
CG 20 26
RFP No. 24-051AS
Utility Rate Study for the City of Corona
CG 20 33
CG 20 38
Will your company provide a General Liability endorsement stating that the insurance coverage shall be primary any City insurance will be in excess of the consultant’s insurance and will not be called upon to contribute Endorsement Form shall be as broad as CG 20 01 04 13? YES
Automobile Liability
YES NO
Applicable to
Vendor
Does your insurance cover Owned automobiles with Form number CA 0001 code 1 (Any Auto)? YES
If your company does not have owned automobiles, does your insurance cover No owned autos Code 8 (hired) and 9 (non-owned)? YES
Workers' Compensation
YES NO
Applicable to
Vendor
Will your company provide a waiver for all rights of subrogation against the City, its directors, officials, officers, employees, agents, and volunteers for losses paid under the terms of the insurance policy which arise from work or Services performed by the Consultant? YES
Will your company provide a Waiver of Subrogation – All Other Policies. Consultant hereby waives all rights of subrogation any insurer of Consultant’s may acquire against the City, its directors, officials, officers, employees, agents, and volunteers for losses paid under the terms of any insurance policy which arise from work or Services performed by the Consultant? YES
Use the space below to explain any "NO" responses.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
CONSULTANT’S STATEMENT OF PAST CONTRACT DISQUALIFICATIONS Consultant is required to state any and all instances of being disqualified, removed, or otherwise prevented from submitting a proposal, or completing any contracts for similar services as detailed in RFP No. 24-051AS.

1. Have you ever been disqualified from any contract? (circle one) Yes No

2. If yes, explain the circumstances:
________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ __________________________________________
(Firm Name)
__________________________________________
(Print name and title of person signing for firm)
__________________________________________
(Signature/Date)
RFP No. 24-051AS
Utility Rate Study for the City of Corona
Vendor Performance Evaluation Form
Department: Division:

Prepared By: Title:

Vendor Name: P. O. #:

Contract Amount: $ Change Order Amount: $
Project Name:

Description of Project:

Date Prepared:

Performance Evaluation Period: (select one)
Weekly Monthly Quarterly Annually Other
Vendor Category: (select one)
General and Maintenance Services -
Commercial services provided on a frequent
basis such as catering, lawn service, general
maintenance, or cleaning.

Professional Service - unique, technical,
and/or infrequent functions performed by an
independent consultant/vendor qualified by
education, experience, and/or technical
ability to provide services.

Products - a supplier of a tangible object that
is manufactured or refined for sale.

Software - a supplier of technology
infrastructure or any license/maintenance
based, or cloud based software, requiring
access to the City’s information technology
system.

Evaluation Score Range and Criteria Factors

EXCELLENT
ABOVE

AVERAGE AVERAGE
BELOW

AVERAGE UNSATISFACTORY
5 (4.50-5.00) 4 (3.20-4.49) 3 (2.60-3.19) 2 (1.81-2.59) 1 (1.00-1.80)

1. Quality of Goods and Services: A measure to determine if the goods/ service received met the quality desired.

2. Quality of Work Performed: A measure to determine if the actual performed met the quality desired.

3. Timeliness of Delivery of Goods: A measure to determine if the goods delivered met (at minimum) the date specified to the vendor.

4. Compliance with Law and Regulations: A measure to determine if the supplier adhered to compliance law and regulations related to the nature of work or product delivered.

5. Safety and Protection: A measure to determine if the supplier followed all safety precautions and wore the appropriate protection gear to perform the service.

6. Appropriate of Tools/Technology: A measure to determine if the vendor provided tools/technology that aligned with requirements.

RFP No. 24-051AS
Utility Rate Study for the City of Corona

7. Customer Service: How knowledgeable was the vendor regarding the product or service, was the vendor proactive in addressing City staff problems or concerns regarding the product or service.

8. Overall Timeliness of Invoices: Invoices for payment were submitted on a timely basis reflective to the contract.

9. Overall accuracy of Invoices: Invoices for payment were accurate and complete, covering the Work completed as of the date of the Application, inclusive of all required attachments and backup data
For each category identified below, enter the score (1 – 5) with 1 being unsatisfactory and 5 being excellent Evaluation Criteria Evaluation Score

1. Quality of Goods and Services 5 4 3 2 1

2. Quality of Work Performed 5 4 3 2 1

3. Timeliness of Delivery of Goods 5 4 3 2 1

4. Compliance with Law and Regulations 5 4 3 2 1

5. Safety and Protection 5 4 3 2 1

6. Appropriate of Tools/Technology 5 4 3 2 1

7. Customer Service 5 4 3 2 1

8. Overall Timeliness of Invoices 5 4 3 2 1

9. Overall accuracy of Invoices 5 4 3 2 1
EXAMPLE:

OVERALL EVALUATION SCORE 4.89

OVERALL EVALUATION RATING EXCELLENT
RFP No. 24-051AS
Utility Rate Study for the City of Corona

ACKNOWLEDGMENT OF THE VENDOR PERFORMANCE EVALUATION FORM This is to acknowledge that we have read the City of Corona Vendor Performance Evaluation Form and understand a version of this type of form will be used to provide the basis for periodic assessments by the City to establish contract performance metrics. ______________________________________________________________________________ (Firm name)
______________________________________________________________________________ (Print name and title of person signing for firm)
______________________________________________________________________________ (Signature/date)
RFP No. 24-051AS
Utility Rate Study for the City of Corona
SECTION VI.

RFP ACKNOWLEDGMENT
REQUEST FOR PROPOSALS: RFP NO. 24-051AS
DESCRIPTION OF WORK: Utility Rate Study for the City of Corona CONSULTANT’S NAME/ADDRESS:

NAME/TELEPHONE NO. OF

AUTHORIZED REPRESENTATIVE
Please indicate any elements of the Technical Specifications which cannot be met by your firm.

Have you included in your proposal all requested informational items and forms? Yes / No (circle one). If you answered “No”, please explain:

Are you on the list of ineligible bidders or have you been or are you on any federal list of debarred or suspended bidders? Yes / No. (circle one)
This offer shall remain firm for 90 days from RFP close date.

Terms and conditions as set forth in this RFP apply to this proposal.

Unless otherwise stated, payment terms are: Net thirty (30) days.

RFP No. 24-051AS
Utility Rate Study for the City of Corona
In signing this proposal, Consultant warrants that all certifications and documents requested herein are attached and properly completed and signed.

From time to time, the City may issue one or more addenda to this RFP. Below, please indicate all Addenda to this RFP received by your firm, and the date said Addenda was/were received.

Verification of Addenda Received
Addenda No: __________ Received on: _____________________ Addenda No: __________ Received on: _____________________ Addenda No: __________ Received on: _____________________ AUTHORIZED SIGNATURE:

PRINT SIGNER’S NAME AND TITLE:

DATE SIGNED:

COMPANY NAME & ADDRESS:

PHONE: EMAIL:

RFP No. 24-051AS
Utility Rate Study for the City of Corona****SAMPLE – DO NOT EXECUTE**** CA\DD\02000.50101\1401461.15
(CITY ATTY: 05-19)
SECTION VII.

FORM OF AGREEMENT
[***MODEL - REMOVE THIS TITLE WHEN USED***]

CITY OF CORONA

PROFESSIONAL SERVICES AGREEMENT
WITH [***INSERT NAME***]
([***INSERT TYPE OF SERVICES***] – UTILITY RATE STUDY FOR THE CITY OF CORONA)

1. PARTIES AND DATE.

This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***] (“Effective Date”) by and between the City of Corona, a municipal corporation organized under the laws of the State of California with its principal place of business at 400 South Vicentia Avenue, Corona, California 92882 (“City”) and [***INSERT NAME***], a [***[INSERT TYPE OF ENTITY - CORPORATION, PARTNERSHIP, SOLE PROPRIETORSHIP OR OTHER LEGAL ENTITY]***] with its principal place of business at [***INSERT ADDRESS***] (“Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties” in this Agreement.

2. RECITALS.

2.1 Consultant.

Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing [***INSERT TYPE OF SERVICES***] services to public clients, is licensed in the State of California, and is familiar with the plans of City.

2.2 Project.

City desires to engage Consultant to render such services for the Utility Rate Study for the City of Corona project (“Project”) as set forth in this Agreement.

2.3 Corona Utility Authority.

Consultant understands that the City has entered into a Water Enterprise Management Agreement and a Wastewater Enterprise Management Agreement, both dated as of February 6, 2002, with the Corona Utility Authority (“CUA”) for the maintenance, management and operation of those utility systems (collectively, the “CUA Management Agreements”). To the extent that this Agreement is deemed to be a "material contract" under either of the CUA Management Agreements, City enters into this Agreement on behalf of the CUA and subject to the terms of the applicable CUA Management Agreement(s).

RFP No. 24-051AS
Utility Rate Study for the City of Corona****SAMPLE – DO NOT EXECUTE**** CA\DD\02000.50101\1401461.15
2 (CITY ATTY: 05-19)

3. TERMS.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional [***INSERT TYPE OF SERVICES***] consulting services necessary for the Project (“Services”). The Services are more particularly described in Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules, and regulations.

3.1.2 Term. The term of this Agreement shall be from [***INSERT START DATE***] to [***INSERT ENDING DATE***] (“Term”), unless earlier terminated as provided herein. Consultant shall complete the Services within the Term of this Agreement, and shall meet any other established schedules and deadlines. The Parties may, by mutual, written consent, extend the Term of this Agreement one or more times by executing a written amendment pursuant to Section 3.6.8 below (each a “Renewal Term”). The terms “Term” and “Renewal Term” may sometimes be generally and collectively referred to as “Term” in this Agreement.

3.2 Responsibilities of Consultant.

3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the Term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.

3.2.2 Schedule of Services. Consultant shall perform the Services within the Term of this Agreement, in accordance with the Schedule of Services set forth in Exhibit “B” attached hereto and incorporated herein by reference, and in accordance with any other completion schedule or milestones which may be separately agreed upon in writing by the Parties. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant’s conformance with the Schedule, City shall respond to Consultant’s submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.2.3 Conformance to Applicable Requirements. All Services performed by Consultant shall be subject to the approval of City.

3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: [***INSERT NAMES***].

RFP No. 24-051AS
Utility Rate Study for the City of Corona****SAMPLE – DO NOT EXECUTE**** CA\DD\02000.50101\1401461.15
3 (CITY ATTY: 05-19)

3.2.5 City’s Representative. The City hereby designates Tom Moody, Director of Utilities, or his or her designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for all purposes under this Contract. Consultant shall not accept direction or orders from any person other than the City’s Representative or his or her designee.

3.2.6 Consultant’s Representative. Consultant hereby designates [***INSERT NAME OR TITLE***], or his or her designee, to act as its representative for the performance of this Agreement (“Consultant’s Representative”). Consultant’s Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, consultants and other staff at all reasonable times.

3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant agrees that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants shall have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the Term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant’s failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.

3.2.9 Laws and Regulations; Employee/Labor Certifications. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work or Services knowing them to be contrary to such laws, rules and regulations and without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees, and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.

3.2.9.1 Employment Eligibility; Consultant. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time. Such requirements and restrictions include, but are not limited to, examination and retention of documentation confirming the identity and immigration status of each employee of the Consultant.

Consultant also verifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement, and shall not violate any such law at any time during the Term of the Agreement. Consultant shall avoid any violation of any such law during the Term of this Agreement by participating in an electronic verification of work authorization program operated by the United States Department of Homeland Security, by participating in an equivalent federal work authorization program operated by the United States Department of Homeland Security to verify information of newly hired employees, or by some other legally acceptable RFP No. 24-051AS
Utility Rate Study for the City of Corona****SAMPLE – DO NOT EXECUTE**** CA\DD\02000.50101\1401461.15
4 (CITY ATTY: 05-19)
method. Consultant shall maintain records of each such verification, and shall make them available to the City or its representatives for inspection and copy at any time during normal business hours. The City shall not be responsible for any costs or expenses related to Consultant’s compliance with the requirements provided for in Section 3.2.9 or any of its sub-sections.

3.2.9.2 Employment Eligibility; Subcontractors, Consultants, Sub-subcontractors and Subconsultants. To the same extent and under the same conditions as Consultant, Consultant shall require all of its subcontractors, consultants, sub-subcontractors and subconsultants performing any work or Services relating to the Project or this Agreement to make the same verifications and comply with all requirements and restrictions provided for in Section 3.2.9.1.

3.2.9.3 Employment Eligibility; Failure to Comply. Each person executing this Agreement on behalf of Consultant verifies that they are a duly authorized officer of Consultant, and understands that any of the following shall be grounds for the City to terminate the Agreement for cause: (1) failure of Consultant or its subcontractors, consultants, sub-subcontractors or subconsultants to meet any of the requirements provided for in Sections 3.2.9.1 or 3.2.9.2; (2) any misrepresentation or material omission concerning compliance with such requirements (including in those verifications provided to the Consultant under Section 3.2.9.2); or (3) failure to immediately remove from the Project any person found not to be in compliance with such requirements.

3.2.9.4 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Workers’ 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.

3.2.9.5 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.2.9.6 Air Quality. To the extent applicable, Consultant must fully comply with all applicable laws, rules and regulations in furnishing or using equipment and/or providing services, including, but not limited to, emissions limits and permitting requirements imposed by the South Coast Air Quality Management District (SCAQMD) and/or California Air Resources Board (CARB). Although the SCAQMD and CARB limits and requirements are more broad, Consultant shall specifically be aware of their application to "portable equipment", which definition is considered by SCAQMD and CARB to include any item of equipment with a fuel-powered engine. Consultant shall indemnify City against any fines or penalties imposed by SCAQMD, CARB, or any other governmental or regulatory agency for violations of applicable laws, rules and/or regulations by Consultant, its subconsultants, or others for whom Consultant is responsible under its indemnity obligations provided for in this Agreement.

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3.2.10 Insurance.

3.2.10.1 Time for Compliance. Promptly following the Effective Date of this Agreement, but in no event before Consultant commences any Services under this Agreement, Consultant shall provide evidence satisfactory to the City that it has secured all insurance required under this section. Failure to provide and maintain all required insurance shall be grounds for the City to terminate this Agreement for cause.

3.2.10.2 Minimum Requirements. Consultant shall, at its expense, procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Agreement by the Consultant, its agents, representatives, employees or subconsultants. Consultant shall also require all of its subconsultants to procure and maintain the same insurance for the duration of the Agreement. Such insurance shall meet at least the following minimum levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); (2) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 0001, code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned); and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance.
(B) Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) General Liability: $1,000,000 minimum; per occurrence for bodily injury, personal injury, advertising injury and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used including, but not limited to, form CG 2503, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability: $1,000,000 minimum; per accident for bodily injury and property damage; and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation limits as required by the Labor Code of the State of California.

Employer’s Liability limits of $1,000,000 minimum; per accident for bodily injury or disease.

3.2.10.3 Professional Liability. Consultant shall procure and maintain, and require its subconsultants to procure and maintain, for a period of five (5) years following completion of the Project, errors and omissions liability insurance appropriate to their profession. Such insurance shall be in an amount not less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.

3.2.10.4 Insurance Endorsements. The insurance policies shall contain or be endorsed (amended) to include the following provisions:
(A) General Liability. The general liability policy shall state that: (1) the City, its directors, officials, officers, employees, agents, and volunteers shall be covered as additional insured with respect to liability arising out of work or operations performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection therewith (the endorsement form shall be at least as broad as ISO Form CG 20 10 11 85 or both CG 20 37 and one of the following: CG 20 10, CG 20 26, CG 20 33 or CG 20 38); and (2) the insurance coverage shall be primary insurance coverage as respects the City, its directors, officials, officers, employees, agents, and volunteers (the endorsement form shall be at least as broad as ISO CG 20 01 04 13). Any insurance or self-insurance maintained by the City, its directors, officials, officers, employees, agents, and volunteers shall be excess of the Consultant’s insurance and shall not be called upon to contribute with it in any way. (B) Waiver of Subrogation – Workers’ Compensation and Employer’s Liability Coverage. The insurer shall agree to waive all rights of subrogation against the City, its directors, officials, officers, employees, agents, and volunteers for losses paid under the terms of the insurance policy which arise from work or Services performed by the Consultant.

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(C) All Coverages. If Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City is entitled to the broader coverage and/or higher limits maintained by Consultant. Thus, any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

3.2.10.5 Other Provisions; Endorsements Preferred. Consultant shall endeavor to provide endorsements regarding the following provisions, but nonetheless understands, acknowledges and agrees that the following provisions shall apply and that failure to comply shall be considered to be a breach of this Agreement by Consultant:
(A) Waiver of Subrogation – All Other Policies. Consultant hereby waives all rights of subrogation any insurer of Consultant’s may acquire against the City, its directors, officials, officers, employees, agents, and volunteers for losses paid under the terms of any insurance policy which arise from work or Services performed by the Consultant. Consultant understands, acknowledges and agrees that this provision is in full force and effect even if the City does not receive a waiver of subrogation endorsement from the insurer. (B) Notice. Consultant shall either: (1) require its insurer to provide thirty (30) days prior written notice to the City before coverage is suspended, voided, or canceled; or (2) notify City in writing that such notice is not available and forward any notice of such actions to the City within two (2) business days from date of receipt by Consultant. Consultant understands, acknowledges and agrees that this provision is in full force and effect even if the City does not receive a waiver of subrogation endorsement from the insurer.

3.2.10.6 Claims Made Policies. The following provisions shall apply to all policies that provide coverage on a claims-made basis: (A) the retroactive date must be shown and must be before the date on which any Services under this Agreement commence; (B) the insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Project; and (C) if coverage is canceled or not renewed and is not replaced with another claims-made policy with a retroactive date prior to the date on which any Services under this Agreement commence, Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of Project.

3.2.10.7 Deductibles and Self-Insurance Retentions. Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Consultant to provide proof of ability to pay losses and related investigation, claims administration and defense expenses within the deductible or self-insured retention. The deductible or self-insured retention may be satisfied by either the named insured or the City.

3.2.10.8 Acceptability of Insurers. Unless under the circumstances a different rating is otherwise acceptable to the City in its sole and absolute discretion, insurance is to be placed with insurers which are satisfactory to the City and which meet either of the following criteria : (1) an insurer with a current A.M. Best’s rating no less than A-:VII and licensed as an admitted insurance carrier in California; or (2) an insurer with a current A.M.

Best’s rating no less than A-:X and authorized to issue the required policies in California.

3.2.10.9 Verification of Coverage. Consultant shall furnish City with original certificates of insurance, as well as amendatory endorsements or copies of the applicable policy language effecting coverage required by this Agreement. All documents must be received and approved by the City before any Services commence; provided, however, that failure to obtain the required documents prior to the commencement of Services shall not waive Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, at any time.

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3.2.10.10 Reporting of Claims. Consultant shall report to the City, in addition to Consultant’s insurer, any and all insurance claims submitted by Consultant in connection with the Services under this Agreement.

3.2.10.11 Sub-Consultants. All sub-consultants shall comply with each and every insurance provision of this Section 3.2.10. Consultant shall therefore not allow any sub-consultant to commence work on any subcontract to perform any part of the Services until it has provided evidence satisfactory to the City that the sub-consultant has secured all insurance required under this Agreement.

3.2.10.12 Special Risk or Circumstances. The City reserves the right, in its sole and absolute discretion, to modify the requirements of this Section 3.2.10, including limits, based on any of the following: (A) the nature of the risk of the Services; (B) the prior experience of the insured; (C) the rating or other quality or characteristic of the insurer; (D) any special or unique coverage issues; and (E) any other special or unique circumstances.

3.2.11 Safety. Consultant shall execute and maintain its work and Services so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the Services and the conditions under which the Services are to be performed.

3.2.12 Payment Bond. The California Department of Industrial Relations (“DIR”) has communicated to the City that there is a possibility that a payment bond may be required for certain services provided in connection with a public works project. Since such a requirement is currently contrary to the industry standard for the services provided by Consultant under this Agreement and since there is no direct legal authority for this position, the City is not requiring Consultant to provide a payment bond at this time. However, the City hereby reserves the right to require the Consultant to obtain and provide a payment bond for some or all of the Services provided by the Consultant under this Agreement.

If the City determines that a payment bond is required for the Services pursuant to Civil Code Section 9550 or any other applicable law, rule or regulation, Consultant shall execute and provide to City a payment bond in an amount required by the City and in a form provided or approved by the City. In the event a payment bond is required, the City agrees to compensate Consultant for all documented direct costs incurred by Consultant for such payment bond. The Parties shall memorialize the terms of such additional compensation and any other terms and conditions associated with the payment bond in an amendment to this Agreement.

3.2.13 Accounting Records. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.3 Fees and Payments.

3.3.1 Rates & Total Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation, including authorized reimbursements, shall not exceed [***INSERT WRITTEN DOLLAR AMOUNT***] ($[***INSERT NUMERICAL DOLLAR AMOUNT***]) (“Total Compensation”), without written approval of City’s Representative. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

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3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed and hours of Services rendered by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 30 days of receiving such statement, review the statement and pay all approved charges thereon.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.

3.3.4 Extra Work. At any time during the Term of this Agreement, City may request that Consultant perform Extra Work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City’s Representative.

3.3.5 Prevailing Wages. Consultant is aware of the requirements of Chapter 1 (beginning at Section 1720 et seq.) of Part 7 of Division 2 of the California Labor Code, as well as Title 8, Section 16000 et seq. of the California Code of Regulations (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the Total Compensation is $1,000 or more, Consultant and its subconsultants shall fully comply with the Prevailing Wage Laws for their employees and any others to whom such laws are applicable. Consultant and its subconsultants shall also be responsible for any and all violations and fines imposed on them pursuant to the Prevailing Wage Laws. Pursuant to SB 854, which amended the Prevailing Wage Laws, this Agreement would also be subject to compliance monitoring and enforcement by the California Department of Industrial Relations (“DIR”). Beginning April 1, 2015, no consultant or subconsultant may be awarded this Agreement unless registered with the DIR pursuant to Labor Code Section 1725.5. The City will report all necessary agreements to the DIR as required by the Prevailing Wage Laws. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant’s principal place of business and at the Project site. It is most efficient for the Consultant to obtain a copy of the prevailing wages in effect at the commencement of this Agreement from the website of the Division of Labor Statistics and Research of the DIR located at www.dir.ca.gov/dlsr/. In the alternative, Consultant may obtain a copy of the prevailing wages from the City’s Representative. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

3.3.6 Apprenticeable Crafts. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant shall comply with the provisions of Section 1777.5 of the California Labor Code with respect to the employment of properly registered apprentices upon public works when Consultant employs workmen in an apprenticeable craft or trade. The primary responsibility for compliance with said section for all apprenticeable occupations shall be with Consultant.

3.4 Termination of Agreement.

3.4.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those Services which have been adequately rendered to City, as well as any authorized reimbursable expenses, and Consultant shall be entitled to no further compensation.

Consultant may not terminate this Agreement except for cause.

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3.4.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.

3.4.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

3.5 Ownership of Materials and Confidentiality.

3.5.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically, electronically or otherwise recorded or stored, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). All Documents & Data shall be and remain the property of City, and shall not be used in whole or in substantial part by Consultant on other projects without the City's express written permission. Within thirty (30) days following the completion, suspension, abandonment or termination of this Agreement, Consultant shall provide to City reproducible copies of all Documents & Data, in a form and amount required by City. City reserves the right to select the method of document reproduction and to establish where the reproduction will be accomplished. The reproduction expense shall be borne by City at the actual cost of duplication.

In the event of a dispute regarding the amount of compensation to which the Consultant is entitled under the termination provisions of this Agreement, Consultant shall provide all Documents & Data to City upon payment of the undisputed amount. Consultant shall have no right to retain or fail to provide to City any such documents pending resolution of the dispute. In addition, Consultant shall retain copies of all Documents & Data on file for a minimum of five (5) years following completion of the Project, and shall make copies available to City upon the payment of actual reasonable duplication costs. In addition, before destroying the Documents & Data following this retention period, Consultant shall make a reasonable effort to notify City and provide City with the opportunity to obtain the documents.

3.5.2 Subconsultants. Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or its subconsultants, or those provided to Consultant by the City.

3.5.3 Right to Use. City shall not be limited in any way in its use or reuse of the Documents and Data or any part of them at any time for purposes of this Project or another project, provided that any such use not within the purposes intended by this Agreement or on a project other than this Project without employing the services of Consultant shall be at City’s sole risk. If City uses or reuses the Documents & Data on any project other than this Project, it shall remove the Consultant’s seal from the Documents & Data and indemnify and hold harmless Consultant and its officers, directors, agents and employees from claims arising out of the negligent use or re-use of the Documents & Data on such other project. Consultant shall be responsible and liable for its Documents & Data, pursuant to the terms of this Agreement, only with respect to the condition of the Documents & Data at the time they are provided to the City upon completion, suspension, abandonment or termination. Consultant shall not be responsible or liable for any revisions to the Documents & Data made by any party other than Consultant, a party for whom the Consultant is legally responsible or liable, or anyone approved by the Consultant.

3.5.4 Indemnification. Consultant shall defend, indemnify and hold the City, its directors, officials, officers, employees, volunteers and agents free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any RFP No. 24-051AS
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other proprietary right of any person or entity in consequence of the use on the Project by City of the Documents & Data, including any method, process, product, or concept specified or depicted.

3.5.5 Confidentiality. All Documents & Data, either created by or provided to Consultant in connection with the performance of this Agreement, shall be held confidential by Consultant. All Documents & Data shall not, without the prior written consent of City, be used or reproduced by Consultant for any purposes other than the performance of the Services. Consultant shall not disclose, cause or facilitate the disclosure of the Documents & Data to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant that is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

3.6 General Provisions.

3.6.1 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective Parties at the following address, or at such other address as the respective Parties may provide in writing for this purpose:

Consultant:
[***INSERT NAME, ADDRESS & CONTACT PERSON***]
City:

City of Corona
400 South Vicentia Avenue
Corona, CA 92882
Attn: Tom Moody, Utilities Department
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the Party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.6.2 Indemnification. To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its directors, officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, to the extent arising out of, pertaining to, or incident to any alleged willful misconduct or negligent acts, errors or omissions of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s Services, the Project or this Agreement, including without limitation the payment of all settlement amounts, expert witness fees and attorneys fees and other related costs and expenses. Notwithstanding the foregoing, to the extent Consultant's Services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Consultant’s obligation to indemnify shall survive expiration or termination of this Agreement, and shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials officers, employees, agents, or volunteers.

3.6.3 Governing Law; Government Code Claim Compliance. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County. In addition to any and all contract requirements pertaining to notices of and requests for compensation or payment for extra work, disputed work, claims and/or changed conditions, Consultant must comply with the claim procedures set forth in Government Code Sections 900 et seq. prior to filing any lawsuit against the City. Such Government Code claims and any subsequent lawsuit based upon the Government Code claims shall be limited to those matters that remain unresolved after all procedures RFP No. 24-051AS
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pertaining to extra work, disputed work, claims, and/or changed conditions have been followed by Consultant. If no such Government Code claim is submitted, or if any prerequisite contractual requirements are not otherwise satisfied as specified herein, Consultant shall be barred from bringing and maintaining a valid lawsuit against the City.

3.6.4 Time of Essence. Time is of the essence for each and every provision of this Agreement.

3.6.5 City’s Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.

3.6.6 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.

3.6.6.1 Subconsultants; Assignment or Transfer. Consultant shall not subcontract any portion of the Services required under this Agreement, except as expressly authorized herein, without the prior written approval of the City. Subcontracts, if any, shall include a provision making them subject to all provisions of this Agreement. Consultant shall also not assign, hypothecate or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to subcontract or take any other action not authorized herein shall be null and void, and any subconsultants, assignees, hypothecates or transferees shall acquire no right or interest by reason of such action.

3.6.6.2 Corona Utility Authority. To the extent that this Agreement is deemed to be a "material contract" under either of the CUA Management Agreements, Consultant has no right to terminate this Agreement, either with or without cause, based upon the existence or non-existence of either or both of the CUA Management Agreements. Therefore, if an applicable CUA Management Agreement expires or terminates for any reason, Consultant shall remain fully obligated to perform under this Agreement with the CUA or another third party contracted by the CUA for the maintenance, management and operation of the applicable utility system.

3.6.7 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content or intent of this Agreement.

3.6.8 Amendment; Modification. No supplement, modification or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.6.9 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel or otherwise.

3.6.10 No Third Party Beneficiaries. Except to the extent expressly provided for in Section 3.6.6, there are no intended third party beneficiaries of any right or obligation assumed by the Parties.

3.6.11 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.6.12 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure RFP No. 24-051AS
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this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Consultant further agrees to file, or shall cause its employees or subconsultants to file, a Statement of Economic Interest with the City’s Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the Term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

3.6.13 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

3.6.14 Attorney’s Fees. If either Party commences an action against the other Party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing Party in such litigation shall be entitled to have and recover from the losing Party reasonable attorney’s fees and all other costs of such action.

3.6.15 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

3.6.16 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

3.6.17 Entire Agreement. This Agreement contains the entire Agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both Parties. [SIGNATURES ON NEXT 2 PAGES]
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CITY’S SIGNATURE PAGE FOR

CITY OF CORONA

PROFESSIONAL SERVICES AGREEMENT
WITH [***INSERT NAME***]
([***INSERT TYPE OF SERVICES***] – UTILITY RATE STUDY FOR THE CITY OF CORONA) IN WITNESS WHEREOF, the Parties have entered into this Agreement as of the date first written above.

CITY OF CORONA
By: _________________________
[***INSERT NAME***]
[***INSERT TITLE***]
Reviewed By: _________________________
[***INSERT NAME***]
[***INSERT TITLE***]
Reviewed By: _________________________
[***INSERT NAME***]
[***INSERT TITLE***]
Reviewed By: _________________________
[***INSERT NAME***]
[***INSERT TITLE***]
Attest:
_________________________
[***INSERT NAME***]
City Clerk
[***INSERT OTHER SIGNATURE

BLOCKS AS NEEDED, INCLUDING

CITY ATTORNEY AND
RECOMMENDING EMPLOYEES***]
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CONSULTANT’S SIGNATURE PAGE FOR

CITY OF CORONA

PROFESSIONAL SERVICES AGREEMENT
WITH [***INSERT NAME***]
([***INSERT TYPE OF SERVICES***] – UTILITY RATE STUDY FOR THE CITY OF CORONA) IN WITNESS WHEREOF, the Parties have entered into this Agreement as of the date first written above. [***INSERT NAME OF CONSULTANT***]
a [***INSERT TYPE OF LEGAL ENTITY***]
By: _________________________
[***INSERT NAME***]
[***INSERT TITLE***]
By: _________________________
[***INSERT NAME***]
[***INSERT TITLE***]
RFP No. 24-051AS
Utility Rate Study for the City of Corona****SAMPLE – DO NOT EXECUTE**** CA\DD\02000.50101\1401461.15
15 (CITY ATTY: 05-19)
EXHIBIT “A”

SCOPE OF SERVICES
[***INSERT SCOPE***]
RFP No. 24-051AS
Utility Rate Study for the City of Corona****SAMPLE – DO NOT EXECUTE**** CA\DD\02000.50101\1401461.15
16 (CITY ATTY: 05-19)
EXHIBIT “B”

SCHEDULE OF SERVICES
[***INSERT SCHEDULE***]
RFP No. 24-051AS
Utility Rate Study for the City of Corona****SAMPLE – DO NOT EXECUTE**** CA\DD\02000.50101\1401461.15
17 (CITY ATTY: 05-19)
EXHIBIT “C”

COMPENSATION
[***INSERT RATES & AUTHORIZED REIMBURSABLE EXPENSES**
Utility Rate Study for the City of Corona
RFP 24-051AS
Addendum 1

CITY OF CORONA

UTILITIES DEPARTMENT
===============================================
January 11, 2024
SUBJECT: Request for Proposals (RFP) No. 24-051AS
Addendum No. 1
Utility Rate Study for the City of Corona
This Addendum No. 1 to the subject Request for Proposals (RFP) extends the deadline for submitting questions to 4:00 p.m., January 18, 2024, extends the bid due date and time to 2:00 p.m., February 6, 2024, and amends the Tentative RFP Schedule.

All provisions of this Addendum No. 1 are hereby incorporated by reference into the subject RFP.

Consultants shall account for all provisions pursuant to this Addendum No. 1 in submitting their proposals. Each consultant shall acknowledge receipt of this Addendum in their proposal in the spaces provided therein.

1. RFP Invitation:

1.01 Request for Proposals, page 1, paragraph 2, is hereby deleted in its entirety and replaced with the following:

Closing: Proposals shall be submitted electronically before 2:00 p.m., February 6, 2024, through the PlanetBids Vendor Portal. It is the consultant’s responsibility to allow sufficient time to complete and upload its proposal, including all documentation required by this RFP, prior to the stated deadline.

Electronic submission cannot be completed unless the consultant properly uploads all required documents.

1.02 Request For Proposals, Section I, Invitation, Tentative RFP Schedule is hereby deleted in its entirety and replaced with the following:

Tentative RFP Schedule
(Subject to change at City’s discretion)

1. Issue RFP ..............................................................................December 27, 2023

2. Non-Mandatory Pre-Proposal Mtg (via Teams)……10:00 a.m., January 9, 2024

3. Written Questions from Consultant Due .................4:00 p.m., January 18, 2024

4. Responses from City Due .........................................................January 24, 2024

5. Proposals Due ..........................................................2:00 p.m., February 6, 2024 Utility Rate Study for the City of Corona
RFP 24-051AS
Addendum 1

6. Proposal Evaluation Completed.............................................. February 20, 2024

7. Consultant Interviews (Optional)............................................ February 27, 2024

8. Contract Negotiations ............................................................. February 29, 2024

9. Consultant Selection .....................................................................March 7, 2024

10. Tentative City Council Action........................................................April 3, 2024

11. Notice to Proceed..........................................................................April 11, 2024

2. RFP Instructions:

2.01 Request for Proposals, Section II, RFP Instructions, subsection E. Clarifications,

2.Submitting Requests, is hereby deleted in its entirety and replaced with the following:

2. Submitting Requests
Consultants shall submit all questions, clarifications or comments through the City’s PlanetBids electronic bidding system:
https://www.planetbids.com/portal/portal.cfm?CompanyID=39497 utilizing the Questions & Answers tab. All Consultant questions must be submitted no later than 4:00 p.m., January 18, 2024. Please note the City’s electronic bidding system will not allow inquiries to be submitted after this date and time.

2.02 Request for Proposals, Section II, RFP Instructions, subsection F. Submission of Proposals, 1. Date and Time, is hereby deleted in its entirety and replaced with the following:

1. Date and Time
All proposals shall be submitted no later than 2:00 p.m., February 6, 2024.

Annette Solorio
______________________________
Annette Solorio
Purchasing Specialist II
City of Corona
400 South Vicentia Avenue, Suite 320
Corona, CA 92882
Office: 951-739-4922
Email: [email protected]
Utility Rate Study for the City of Corona
RFP 24-051AS
Addendum 2

CITY OF CORONA

UTILITIES DEPARTMENT
===============================================
January 17, 2024
SUBJECT: Request for Proposals (RFP) No. 24-051AS
Addendum No. 2
Utility Rate Study for the City of Corona
This Addendum No. 2 to the subject Request for Proposals (RFP) provides answers to questions received. Please note the proposal due date and time have not changed.

All provisions of this Addendum No. 2 are hereby incorporated by reference into the subject RFP.

Consultants shall account for all provisions pursuant to this Addendum No. 2 in submitting their proposals. Each consultant shall acknowledge receipt of this Addendum in their proposal in the spaces provided therein.

1. Questions & Answers:

1.01 Question: “Some aspects of the City’s professional service agreement may be unacceptable to our professional liability insurance carrier. Can we negotiate elements of the professional service agreement with the City?” Answer: “State any exceptions to or deviations from the requirements of this RFP on the RFP Acknowledgement Form where indicated. Where Consultant wishes to propose alternative approaches to meeting the City’s technical requirements, these should be thoroughly explained.

Consultants are cautioned that exceptions or deviations from RFP requirements may cause their proposal to be rejected as nonresponsive.” (Pursuant to the RFP, Section V. “Proposal Content and Forms”, under subsection 5. Exceptions/Deviations, Page 21).

1.02 Question: “The RFP requires proposers to acknowledge that they will accept the terms and conditions of the City's proposal service agreement (PSA) as presented, without exception. Will there be any opportunity to suggest PSA changes? Will a proposal that includes proposed modifications to the PSA be rejected?”
Answer: “State any exceptions to or deviations from the requirements of this RFP on the RFP Acknowledgement Form where indicated. Where Consultant wishes to propose alternative approaches to meeting the Utility Rate Study for the City of Corona
RFP 24-051AS
Addendum 2

City’s technical requirements, these should be thoroughly explained.

Consultants are cautioned that exceptions or deviations from RFP requirements may cause their proposal to be rejected as nonresponsive.” (Pursuant to the RFP, Section V. “Proposal Content and Forms”, under subsection 5. Exceptions/Deviations, Page 21).

1.03 Question: “The scope of services includes three in-person community meetings and two virtual meetings to inform the public of any rate changes and the reasons for those rate changes before the Proposition 218 hearing.

Can the City specify the specific services you are seeking as it relates to these community meetings? Examples might include 1) assistance in developing a public outreach plan/strategy; 2) the development of materials for the public meetings; 3) facilitation of the public meetings, and 4) assisting the City's Public Information Officer as requested.” Answer: This would include assistance in developing the public outreach plan/strategy in coordination with the City's Communication Team/PIO, development of materials for the public meetings, facilitation of the public meetings, and recap/post-meeting report following each meeting.

For the virtual meetings the City would use its hosted platforms (e.g.

Zoom, Facebook, YouTube, etc.) but the consultant would facilitate the meeting. City staff would also attend each meeting and provide support.

City staff attendance would likely include City Manager or Assistant City Manager, Director or Assistant Director of Utilities, Utilities Department management, and Customer Care and Utility Billing staff.

1.04 Question: “How many electric customers fall under each of your customer classes? Do you have any large industrial or other large customers that are included in your service area?”
Answer: We have 1,282 residential, 553 commercial/governmental, and 9 Industrial customers.

1.05 Question: “How many RTEMs do you have in your service area, currently?” Answer: Please provide clarification. When referring to RTEMs, do you mean customers with real time energy management systems, or are you referring to AMI meters?

1.06 Question: “How do you currently track/ forecast your purchased power costs?” Answer: Power is purchased through power purchase agreements (PPA) with specific vendors and through the California Independent System Operator (CAISO) market. Forecasts are developed based on the City's share of expected energy (MWh) for each PPA x the fixed price, plus historical CAISO costs adjusted for any newly completed PPAs (ex:

Utility Rate Study for the City of Corona
RFP 24-051AS
Addendum 2

when a new PPA project is completed, CAISO market costs should decrease). CAISO costs include market power purchases and an array of different fees. These costs are partially offset by revenue generated from the PPAs through energy sold on the market.

1.07 Question: “When was the last time you have completed an electric cost of service and rate study?”
Answer: The last rate study was completed in 2020, however rates were not adjusted after the study because the City was considering selling the electric utility at the time. It has since been decided to keep the utility, but the study must be redone.

1.08 Question: “Do you have a load forecast analysis available for the consultant to use for this study?”
Answer: Yes, load forecasts are available.

Annette Solorio
______________________________
Annette Solorio
Purchasing Specialist II
City of Corona
400 South Vicentia Avenue, Suite 320
Corona, CA 92882
Office: 951-739-4922
Email: [email protected]
Utility Rate Study for the City of Corona
RFP 24-051AS
Addendum 3

CITY OF CORONA

UTILITIES DEPARTMENT
===============================================
January 23, 2024
SUBJECT: Request for Proposals (RFP) No. 24-051AS
Addendum No. 3
Utility Rate Study for the City of Corona
This Addendum No. 3 to the subject Request for Proposals (RFP) provides answers to questions received. Please note the proposal due date and time have not changed.

All provisions of this Addendum No. 3 are hereby incorporated by reference into the subject RFP.

Consultants shall account for all provisions pursuant to this Addendum No. 3 in submitting their proposals. Each consultant shall acknowledge receipt of this Addendum in their proposal in the spaces provided therein.

1. Questions & Answers:

1.01 Question: “For the electric rate study, has a recent COS model been prepared that would serve as a template for this study, or is a new model required?” Answer: The last rate study was completed in 2020, however rates were not adjusted after the study because the City was considering selling the electric utility at the time. It has since been decided to keep the utility, but the study must be redone. A new model is required.

1.02 Question: “Is an allocated cost of service model required that allocates revenue requirements to domestic and non-domestic rate classes? If so, please provide the following information to assess the scope of such a study:
(1) Is the study required to be marginal or embedded cost based? (2) Is a load research report available for such a study? If not, is hourly data available from customer meters?”
Answer: The electric utility is split between Greenfield (Bundled) and Direct Access accounts already and this rate study is for Greenfield (Bundled) only. An allocated cost of service model will likely be required for different rate classes. The City is looking for recommendations from the consultant on an appropriate rate structure to meet industry standards.

Hourly load data and current rate structures are available.

Utility Rate Study for the City of Corona
RFP 24-051AS
Addendum 3

1.03 Question: “Is the City interested in updating its electric rate design as part of its analysis, requiring a new rate design model? If so, what rate design changes would be contemplated? Some examples: (1) New or updated fixed monthly charges; (2) Use of demand versus energy charges; (3) Marginal-cost based rate design; (4) Baseline quantities for tiered rates; (5) Electric vehicle rates; (6) New or updated time-of-use rates.” Answer: The City is seeking a rate design that is easily understandable for the customer and is transparent while capturing the costs of service that are reflective of the industry and the changes we are seeing now and predicting in the future with new State regulations. This may require a new rate structure.

Annette Solorio
______________________________
Annette Solorio
Purchasing Specialist II
City of Corona
400 South Vicentia Avenue, Suite 320
Corona, CA 92882
Office: 951-739-4922
Email: [email protected]