3.2.5 City’s Representative. The City hereby designates Kim Sitton, Finance Director, 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 Theresa Lee, Owner, 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 Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
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 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 subsections.
3.2.9.2 Employment Eligibility; Subcontractors, Consultants, Subsubcontractors 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, subsubcontractors 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.
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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 fuelpowered 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.
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.
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(B) Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) General Liability: $1,000,000 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 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 per accident for bodily injury or disease.
3.2.10.3 Professional Liability. Consultant shall procure and maintain, and require its sub-consultants 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. (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:
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(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.
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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 Three Hundred Sixty Thousand Four Hundred Ninety Dollars ($360,490) (“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.
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 Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
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 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.
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 Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
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 reuse 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 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 Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
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:
Theresa Lee Consulting, LLC
1905 Grasscreek Drive
San Dimas, CA 91773
Attn: Theresa Lee
City:
City of Corona
400 South Vicentia Avenue
Corona, CA 92882
Attn: Kim Sitton, Finance Director
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.
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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 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.
3.6.7 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.
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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 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, Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
understandings or agreements. This Agreement may only be modified by a writing signed by both Parties.
[SIGNATURES ON NEXT 2 PAGES]
Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
CITY’S SIGNATURE PAGE FOR
CITY OF CORONA
PROFESSIONAL SERVICES AGREEMENT
WITH THERESA LEE CONSULTING, LLC
(TEMPORARY PROFESSIONAL STAFFING SERVICES – SUPPORT STAFF FOR
WORKDAY ERP PROJECT)
IN WITNESS WHEREOF, the Parties have entered into this Agreement as of the date first written above.
CITY OF CORONA
By: _________________________
Kim Sitton
Finance Director
Reviewed By: __________________________
Julie Kennicutt
Budget Manager
Reviewed By: __________________________
Christine Thompson
Accounting Manager
Reviewed By: __________________________
Yasmin Lopez
Purchasing Manager
Attest:
_________________________
Sylvia Edwards, City of Corona, CA
City Clerk
Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
CONSULTANT’S SIGNATURE PAGE FOR
CITY OF CORONA
PROFESSIONAL SERVICES AGREEMENT
WITH THERESA LEE CONSULTING, LLC
(TEMPORARY PROFESSIONAL STAFFING SERVICES – SUPPORT STAFF FOR
WORKDAY ERP PROJECT)
IN WITNESS WHEREOF, the Parties have entered into this Agreement as of the date first written above.
Theresa Lee Consulting LLC
a California limited lability company
By: _________________________
Theresa Lee
Owner
Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
EXHIBIT “A”
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 temporary staffing and consulting services necessary for the Project. The Services are more particularly described herein.
Provide expertise as the primary Workday HCM and Payroll Provide expertise in evaluation of benefits systems, payroll systems, benefits and payroll related business processes.
Evaluate and provide recommendations to streamline and assist the Payroll and HCM team with having a common understanding of the impacts between the different areas in Workday, such as Benefits, Absence and Time Tracking, Compensation and Workday Payroll configuration and business processes.
Develop recommendations and procedures to improve efficiency and accuracy of benefit and payroll processes including, but not limited to system configuration, automating vendor and City communication and reconciliation through integrations of systems. Consult conducting comprehensive training and training materials for all levels of staff within the Human Resources Department (Benefits) and Payroll to optimize the use of Workday to its fullest extent.
Workday Benefits and Payroll develop recommendations to reconcile systems to improve efficiency and accuracy of data.
Provide general consultation and guidance for managers and staff to assist with difficult and/or unusual as it relates to the system and business processes. Evaluate and consult the Workday leadership team on best practices with regards to configuration, processes and procedures.
Troubleshoot and work collaboratively to resolve Workday system errors and inefficient business
Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
CA\DD\02000.50101\1401461.15
19 (CITY ATTY: 05-19)
EXHIBIT “B”
SCHEDULE OF SERVICES
Consultant shall complete the Services within the Term of this Agreement, and shall meet any other reasonable schedules and deadlines established by City’s Representative.
Hours of Work
Standard hours of operation at the City of Corona City Hall are Monday-Thursday: 7:00 a.m. - 6:00 p.m. Hours may vary according to need and assignment.
Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
CA\DD\02000.50101\1401461.15
20 (CITY ATTY: 05-19)
EXHIBIT “C”
COMPENSATION
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth herein.
RATE TABLE
Description City Bill Hourly Rate
Consulting Services $130.00/hour
Docusign Envelope ID: CB6DC4E0-8ED2-4BBB-B92A-700CD711B4FF
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Planning and Development Department
2024-167
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
RELEASE OF SURVEY MONUMENTATION SECURITY POSTED BY VISTA MONTEREY 91 LLC, A DELAWARE LIMITED LIABILITY COMPANY FOR PARCEL MAP 35661 LOCATED BETWEEN PROMENADE AVENUE AND THE 91 FREEWAY, WEST OF THE EXISTING CORONA HILLS PLAZA SHOPPING CENTER (APPLICANT:
VISTA MONTEREY 91, LLC, A DELAWARE LIMITED LIABILITY COMPANY) EXECUTIVE SUMMARY:
This staff report asks the City Council to release the security for the survey monumentation associated with Parcel Map 35661. The survey monumentation was completed by the developer of Parcel Map 35661 who is requesting the release of the posted security.
RECOMMENDED ACTION:
That the City Council release the survey monumentation security posted by Vista Monterey 91, LLC, for Parcel Map 35661. (Bond No. 800018768) BACKGROUND & HISTORY:
Parcel Map 35661 (PM 35661) subdivided 20.15 acres into two lots for the development of 442 apartment units. The project was approved by the City Council on May 21, 2008. The developer completed the construction of the project and the survey monumentation for the parcel map.
ANALYSIS:
The survey monumentation was completed in accordance with the Subdivision Map Act and all City standards. Therefore, it is appropriate to release the security posted by the developer for the survey monumentation.
The following is a summary of the security:
Security No. Amount
Survey Monumentation 800018768 $11,900
FINANCIAL IMPACT:
All applicable fees have been paid by the developer.
ENVIRONMENTAL ANALYSIS:
This action is exempt pursuant to Section 15061(b)(3) of the Guidelines for the California Environmental Quality Act (CEQA), which states that a project is exempt from CEQA if the activity is covered by the commonsense exemption that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. This action is to release securities posted for a previously approved project. There is no possibility that this action will have a significant effect on the environment. Therefore, no environmental analysis is required.
PREPARED BY: JESSICA KANG, ASSOCIATE ENGINEER
REVIEWED BY: JOANNE COLETTA, PLANNING AND DEVELOPMENT DIRECTOR ATTACHMENTS:
1. Exhibit 1 – Location Map
\
..
TIC ROC Ill PROMEtW>E, LLC
APN: 115-500-016
MULTI-FAMILY DWELLING
ur::
PRICE REIT INC.
APN: 115-380-08
& 115-380-09
COMMERCIAL LOT
CITY OF CORONA
APN: 115-380-
DEPARIMENT STORE
INDEX MAP
SCALE: 1 "=300'
LAND DEVELOPMENT DIVISION
400 S. VINCENTIA AVE., CORONA
TEL: 951-736-2436
EXHIBIT "1"
PARCEL MAP NO. 35661
VISTA MONTEREY APARTMENTS
PREPARED BY: DOM PLATA
-
J \
N.
2-025 CROSSINGS Hh
EN11AL
-050 APN: 115-393-049
RESIOENTIAI..
HIGHWAY 91
RJVERS/fE FREEWAY
01Y OF CORONA
WCNTYMAP
N.T.S.
OFF-SITE GRADING AREA EXHIBIT 1
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Planning and Development Department
2024-169
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
RELEASE OF GRADING AND IMPROVEMENT SECURITIES POSTED BY LENNAR HOMES OF CALIFORNIA INC., A CALIFORNIA COROPRATION FOR TRACT MAPS 36541, 36541-1, AND 36541-2 LOCATED SOUTH OF GREEN RIVER ROAD AND
SIERRA BELLA DRIVE, BEYOND CALLE DEL ORO AND WEST OF PASEO GRANDE (APPLICANT: LENNAR HOMES OF CALIFORNIA INC., A CALIFORNIA
CORPORATION)
EXECUTIVE SUMMARY:
This staff report asks the City Council to accept the public improvements completed by the developer and release the appropriate public improvement and grading securities posted for Tract Maps 36541, 36541-1 and 36541-2.
RECOMMENDED ACTION:
That the City Council:
a. Accept the improvements constructed for Tract Maps 36541, 36541-1, and 36541-
2. b. Retain twenty-five percent (25%) of the Faithful Performance Security for one year beyond the acceptance of the improvements as security for repair and replacement of any improvements that fail to meet City standards at the end of the one-year period. (Bond No. 24069386 FM, and 24069387 FM)
c. Retain the Labor and Material Security for six months beyond the acceptance of the improvements and automatically release the security unless claims are filed. (Bond No. 24069386 LM, and 24069387 LM)
d. Release Grading and Erosion Control Securities. (Bond No. 105199, DEP16-0096, K15327534, R7935, R7933, 72BSBIA1954, R9569, 72BSBIA1952, R9566, 1074015, R11514, 1074014, R11513)
BACKGROUND & HISTORY:
Tentative Tract Map 36541 (TTM 36541) was recorded in three phases, Tract Map 36541- 1, Tract Map 36541-2 and Final Tract Map 36541, which subdivided approximately 311 acres into 237 single-family residential lots. The tract maps for all three phases were approved by the City Council on April, 18, 2018. The project site is designated Low Density Residential 1 (LDR 1) of the Sierra Bella Specific Plan (SP04-0001) and Rural Residential II (RR II) of the General Plan.
The developer entered into several grading and public improvement agreements with the City to guarantee the construction of the precise grading and required public improvements associated with each phase of the tract map. Subsequently, as certain grading and public improvements were constructed by the developer, certain agreements were reduced by fifty percent.
ANALYSIS:
The improvements secured by these agreements have been completed and inspected to ensure conformity with City specifications.
Twenty-five percent (25%) of the Faithful Performance Security for the public improvements will be retained for a period of one year to guarantee repair or replacement of any improvements that fail prior to the end of the one-year period. Any written claims against the performance security must be made prior to the one-year guarantee period, which is set to expire on December 4, 2025. City staff will release the Faithful Performance Security one year after acceptance of the improvements by the City Council, pursuant to California Government Code Section 66499.9 (c).
It is necessary to retain the Labor and Material Security for a period of six months, in accordance with the State Subdivision Map Act.
The following is a summary of the securities associated with the project.
Security Security No. Faithful
Performance Security No. Erosion Control
Rough Grading and
Private Storm Drain
for Sierra Bella
Drive Tract Map
1051599 $ 153,800 DEP16-0096 $ 32,600
36541-1 – DWG13-
063R
Adagio Models,
Lots 12-1 through
14-1, Parking Lots
15-1 through 16-1,
Lot 15-1 Built Out
PWGR2018-0018
K15327534 $ 15,100 R7935 $ 2,501
Sonata Models,
Lots 17-1 through
19-1, Lot 16-1 Built
Out
PWGR2018-0016
K15327534 $ 8,900 R7933 $ 2,500
Tract 36541-1
(Sonata
Production)
PWGR2018-0015
72BSBIA1954 $ 24,500 R9569 $ 2,499.01
Tract 36541
(Adagio
Production)
PWGR2018-0017
72BSBIA1952 $ 23,700 R9566 $ 2,500
Tract 36541-1
(Adagio
Production)
PWGR2018-0023
1074015 $ 306,400 R11514 $ 13,900
Tract 36541-1
(Sonata
Production)
PWGR2018-0022
1074014 $ 279,600 R11513 $ 10,800
Security Security No. Faithful
Performance Security No. Labor & Material
Public
Improvements –
Off- Site
Improvements,
T36541-1 - DWG
13-063S
24069386 $ 2,831,300 24069386 $ 1,415,650
Public
Improvements –
Off- Site
Improvements,
T36541-1 (CFD) -
DWG 16-028S
24069387 $ 1,058,400 24069387 $ 529,200
FINANCIAL IMPACT:
All applicable fees have been paid by the developer.
ENVIRONMENTAL ANALYSIS:
This action is exempt pursuant to Section 15061(b)(3) of the Guidelines for the California Environmental Quality Act (CEQA), which states that a project is exempt from CEQA if the activity is covered by the commonsense exemption that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. This action is to release grading and public improvement securities posted for a previously approved project. This action will have a significant effect on the environment. Therefore, no environmental analysis is required
PREPARED BY: JESSICA KANG, ASSOCIATE ENGINEER
REVIEWED BY: JOANNE COLETTA, PLANNING AND DEVELOPMENT DIRECTOR ATTACHMENTS:
1. Exhibit 1 – Location Map
EXHIBIT
1
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Utilities Department
2024-171
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
RESOLUTION APPROVING AND ATTESTING TO THE VERACITY OF THE 2023
POWER SOURCE DISCLOSURE PROGRAM ANNUAL REPORT AND POWER
CONTENT LABEL TO THE CALIFORNIA ENERGY COMMISSION FOR THE YEAR ENDING DECEMBER 31, 2023
EXECUTIVE SUMMARY:
This staff report asks the City Council to approve Resolution 2024-093, and attest to the veracity of the 2023 Power Source Disclosure Program Annual Report and associated Power Content Label to the California Energy Commission. For compliance under the California Energy Commission regulation, all Publicly Owned Utilities can either engage a third-party certified public accountant or have their governing bodies approve and attest to the veracity of the Power Source Disclosure Program Annual Reports and the associated Power Content Label.
RECOMMENDED ACTION:
That the City Council adopt Resolution No. 2024-093, approving and attesting to the veracity of the 2023 Power Source Disclosure Program Annual Report and Power Content Label to the California Energy Commission for the year ending December 31, 2023.
BACKGROUND & HISTORY:
In 1997, Senate Bill 1305 (SB 1305) established a requirement for retail electric energy suppliers to submit an annual report to the California Energy Commission (CEC) disclosing the sources of energyenergy sources used to provide electric service. This report is commonly referred to ascalled the Power Source Disclosure Report (PSD) and is due to the CEC by June 1st of each year for the previous calendar year. Due to software issues within the Western Renewable Energy Generation Information System (WREGIS), the PSD Report due date was postponed to August 30, 2024.th this year.
The information in this report is used to prepare the annual Power Content Label (PCL), which is provided to our customers each year by posting the PCL on the City’s website as well as the CEC’s website. This information must be presented in an accurate, reliable and easy to understand manner to provide consumers a detailed view intoposted on the city's and CEC's websites each year and provided to our customers. This information must be presented in an accurate, reliable, and easy-to-understand manner to provide consumers with a detailed view of the sources of energy purchased by their retail suppliers to power their homes and businesses.
ANALYSIS:
In 2016, the CEC adopted modifications to the regulations implemented by SB 1305 to incorporate statutory changes to program rules and requirements, as required by Assembly Bill 162 (AB 162), Assembly Bill 2227 (AB 2227), and Assembly Bill 1110 (AB 1110). AB 162 included a provision that requires utilities to engage a third-party certified public accountant to perform an audit to verify the specific purchases, resales, and selfconsumption of energyrequiring utilities to engage a third-party certified public accountant to perform an audit to verify the specific purchases, resales, and energy self-consumption by fuel type. The regulation includes an exemption from the audit requirement for publicly owned electric utilities if the utility’s governing board approves and attests to the veracity of the data contained in the PSD Report and PCL at a public meeting.
The aforementioned audit exemption can only be applied to one electric service product offered by the utility; any additional products are required to go through an auditing process to satisfy the audit requirement. In the City of Corona’s case, this means that the standard power mix can be approved by City Council, as described above.
AB 1110 also required retail suppliers to disclose greenhouse gas (GHG) emissions intensity (the rate of emissions per unit of electricity) associated with each electricity portfolio. A requirement was the intensity of greenhouse gas (GHG) emissions (the rate of emissions per unit of electricity) associated with each electricity portfolio. A requirement was also included to disclose the unbundled renewable energy credits (RECs) as a percentage of annual retail sales.
The final version of the annual PSD Report for Calendar Year 2023 was submitted to the CEC in June 2024, along with the associated staff attestation form. The 2023 PCL was posted on the City’s website in accordance with the CEC regulations. The attached Resolution No. 2024-093 approves the annual PSD Report and PCL submission. Further,
it provides the attestation to the veracity of both the PSD Report and PCL as required for exemption from the third-party audit requirement for the City’s standard power mix. Due to the WREGIS software issues, the due date for this attestation was postponed to January 31, 2025.
Adoption of Resolution 2024-093 will enable the City to comply with the CEC regulation implemented by SB 1305.
FINANCIAL IMPACT:
There are no fiscal impacts associated with this item.
ENVIRONMENTAL ANALYSIS:
State CEQA Guidelines Section 15061(b)(3) states that a project is exempt from CEQA if the activity is covered by the commonsense exemption that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. This action approves and attests to the veracity of the 2023 Power Source Disclosure Program Annual Report and associated Power Content Label, and there is no possibility that approving these changes will have a significant effect on the environment. Therefore, no environmental analysis is required.
PREPARED BY: ERIN KUNKLE, ELECTRIC UTILITY MANAGER
REVIEWED BY: TOM MOODY, DIRECTOR OF UTILITIES
ATTACHMENTS:
1. Exhibit 1 – Resolution No. 2024-093
RESOLUTION NO. 2024-093
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CORONA, CALIFORNIA, APPROVING AND
ATTESTING TO THE VERACITY OF THE 2023 POWER
SOURCE DISCLOSURE PROGRAM ANNUAL REPORT
AND POWER CONTENT LABEL TO THE CALIFORNIA
ENERGY COMMISSION FOR YEAR ENDING DECEMBER
31, 2023.
WHEREAS, the City of Corona (City), a municipal corporation, is authorized under various provisions of the California Constitution and the general laws of California (including, specifically, Article XI, section 9(a) of the California Constitution, Public Utilities Code (PUC) Section 10004, and Government Code section 39732(a) to establish, purchase, and operate a public utility to furnish its inhabitants with, among other things, electricity; and WHEREAS, the City operates a municipal electric utility, City of Corona Utilities Department (UD); and
WHEREAS, as a municipal electric utility, UD is generally subject to the legislative and regulatory requirements applicable to local publicly owned electric utilities (POUs); and
WHEREAS, Senate Bill 1305, as amended by Assembly Bill 162, requires retail suppliers of electricity to disclose its sources of energy being used to the California Energy Commission (CEC) and to consumers in the form of the Power Source Disclosure Program Annual Report and the Power Content Label; and
WHEREAS, the 2023 Power Source Disclosure Program Annual Report and Power Content Label have been submitted to the CEC and the Power Content Label has been posted to the City’s website for consumers to review; and WHEREAS, the 2023 Power Source Disclosure Program Annual Report includes attestation from the Electric Utility Manager of the UD, an authorized agent of the UD, under penalty of perjury, confirming the accuracy of the information provided.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF CORONA, CALIFORNIA, AS FOLLOWS:
SECTION 1. The City Council hereby approves and attests to the veracity of the 2023 Power Source Disclosure Program Annual Report and Power Content Label, attached to this Resolution as Exhibit A (incorporated herein by reference).
SECTION 2. The City Clerk shall certify to the adoption of this Resolution.
2 SECTION 3. This Resolution shall take effect immediately upon its adoption.
PASSED, APPROVED AND ADOPTED this 4th day of December, 2024.
Mayor of the City of Corona, California
ATTEST:
City Clerk of the City of Corona, California
3 CERTIFICATION
I, Sylvia Edwards, City Clerk of the City of Corona, California, do hereby certify that the foregoing Resolution was regularly passed and adopted by the City Council of the City of Corona, California, at a regular meeting thereof held on the 4th day of December, 2024 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Corona, California, this 4th day of December, 2024.
City Clerk of the City of Corona, California
[SEAL]
4 EXHIBIT A
2023 POWER CONTENT LABEL
2023 POWER CONTENT LABEL
City of Corona Utilities Department
https://www.coronaca.gov/government/departments-divisions/department-of-waterand-power/customer-care/services/electric-services-rates Greenhouse Gas Emissions
Intensity (lbs CO2e/MWh) Energy Resources Retail Sales 2023 CA Power Mix
Eligible Renewable1 21.7% 36.9%
Biomass & Biowaste 0.0% 2.1%
651 373 Geothermal 0.0% 4.8%
Eligible Hydroelectric 0.0% 1.8%
Solar 21.7% 17.0%
Wind 0.0% 11.2%
Coal 0.0% 1.8%
Large Hydroelectric 9.3% 11.7%
Natural Gas 0.0% 36.6%
Nuclear 0.0% 9.3%
Other 0.0% 0.1%
Unspecified Power2 69.0% 3.7%
TOTAL 100.0% 100.0%
Percentage of Retail Sales Covered by
Retired Unbundled RECs3
:
0%
1 The eligible renewable percentage above does not reflect RPS compliance, which is determined using a different methodology. 2
Unspecified power is electricity that has been purchased through open market transactions and is not traceable to a specific generation source. 3
Renewable energy credits (RECs) are tracking instruments issued for renewable generation.
Unbundled renewable energy credits (RECs) represent renewable generation that was not delivered to serve retail sales. Unbundled RECs are not reflected in the power mix or GHG emissions intensities above.
For specific information about this
electricity portfolio, contact:
City of Corona Utilities Department
951.817.5795
For general information about the
Power Content Label, visit:
https://www.energy.ca.gov/programs-andtopics/programs/power-source-disclosure-program Retail Sales 2023 CA Utility Average
0 200
400
600
800
1000
Retail Sales
2023 CA Utility
Average
EXHIBIT B
2023 POWER SOURCE DISCLOSURE PROGRAM REPORT
[SEE ATTACHED 8 PAGES]
Version: April 2024
CONTACT INFORMATION
2023 POWER SOURCE DISCLOSURE ANNUAL REPORT
For the Year Ending December 31, 2023
RETAIL SUPPLIER NAME
City of Corona Utilities Department
ELECTRICITY PORTFOLIO NAME
Retail Sales
Retail suppliers are required to use the posted template and are not allowed to make edits to this format. Please complete all requested information.
GENERAL INSTRUCTIONS
NAME Erin Kunkle
TITLE Electric Utility Manager
MAILING ADDRESS 755 Public Safety Way
CITY, STATE, ZIP Corona, CA 92880
PHONE 951.817.5795
EMAIL [email protected]
If you have questions, contact Power Source Disclosure (PSD) staff at [email protected] or (916) 639-0573.
NOTE: Information submitted in this report is not automatically held confidential. If your company wishes the information submitted to be considered confidential an authorized representative must submit an application for confidential designation (CEC-13), which can be found on the California Energy Commissions's website at https://www.energy.ca.gov/about/divisions-and-offices/chief-counsels-office.
WEBSITE URL FOR
PCL POSTING
https://www.coronaca.gov/government/departmentsdivisions/department-of-water-and-power/customercare/services/electric-services-rates Submit the Annual Report and signed Attestation in PDF format with the Excel version of the Annual Report to [email protected]. Remember to complete the Retail Supplier Name, Electricity Portfolio Name, and contact information above, and submit separate reports and attestations for each additional portfolio if multiple were offered in the previous year.
Version: April 2024
Schedule 1: Procurements and Retail Sales
Schedule 2: Retired Unbundled RECs
Schedule 3: Annual Power Content Label Data
Schedule 1 - Procurements and Retail Sales
INTRODUCTION
Retail suppliers are required to submit separate Annual Reports for each electricity portfolio offered to California retail consumers in the previous calendar year. Enter the Retail Supplier Name and Electricity Portfolio Name at the top of Schedule 1, Schedule 2, Schedule 3, and the Attestation.
A complete Annual Report includes the following tabs:
PSD Intro
Instructions
Schedule 2 - Retired Unbundled Renewable Energy Credits (RECs) Schedule 3 - Annual Power Content Label Data
Asset-Controlling Supplier (ACS) Procurement Calculator PSD Attestation
INSTRUCTIONS
GHG Emissions Factors
Specified Purchases: A Specified Purchase refers to a transaction in which electricity is traceable to specific generating facilities by any auditable contract trail or equivalent, such as a tradable commodity system, that provides commercial verification that the electricity claimed has been sold once and only once to retail consumers. Do not enter data in the grey fields. For specified purchases, include enter following information for each line item:
Facility Name - Provide the name used to identify the facility.
Fuel Type - Provide the resource type (solar, natural gas, etc.) that this facility uses to generate electricity.
Location - Provide the state or province in which the facility is located.
Identification Numbers - Provide all applicable identification numbers from the Western Renewable Energy Generation Information System (WREGIS), the Energy Information Agency (EIA), and the California Renewables Portfolio Standard (RPS).
Gross Megawatt Hours Procured - Provide the quantity of electricity procured in MWh from the generating facility.
Megawatt Hours Resold - Provide the quantity of electricity resold at wholesale.
Unspecified Power: Unspecified Power refers to electricity that is not traceable to specific generation sources by any auditable contract trail or equivalent, or to power purchases from a transaction that expressly transferred energy only and not the RECs associated from a facility. Do not enter procurements of unspecified power. The schedule will calculate unspecified power procurements automatically.
Complete this schedule by entering information about unbundled REC retirements in the previous calendar year.
Retail suppliers of electricity must complete this schedule by entering information about all power procurements and generation that served the identified electricity portfolio covered in this filing in the prior year. The schedule is divided into sections: directly delivered renewables, firmed-and-shaped imports, specified non-renewables, and procurements from ACSs. Insert additional rows as needed to report all procurements or generation serving the subject product. Provide the annual retail sales for the subject product in the appropriate space. At the bottom of Schedule 1, provide the retail suppliers’ other electricity end-uses that are not retail sales, such as transmission and distribution losses. Retail suppliers shall submit a purchase agreement or ownership arrangement documentation substantiating that any eligible firmed-andshaped product for which it is claiming an exclusion was executed prior to January 1, 2019. Any retail supplier that offered multiple electricity portfolios in the prior year must submit separate Annual Reports for each portfolio offered.
Version: April 2024
ACS Resource Mix Calculator
GHG Emissions Factors
Attestation
Retail suppliers may report specified purchases from ACS system power if the ACS provided its fuel mix of its specified system mix to the Energy Commission. Use the calculator to determine the resource-specific procurement quantities, and transfer them to Schedule 1.
This template provides the attestation that must be submitted with the Annual Report to the Energy Commission, stating that the information contained in the applicable schedules is correct and that the power has been sold once and only once to retail consumers. This attestation must be included in the package that is transmitted to the Energy Commission.
Please provide the complete Annual Report in Excel format and the complete Annual Report with signed attestation in PDF format as well.
This tab will be displayed for informational purposes only; it will not be used by reporting entities, since the emissions factors below auto-populate in the relevant fields on Schedules 1 & 3.
This schedule is provided as an automated worksheet that uses the information from Schedule 1 to calculate the power content and GHG emissions intensity for each electricity portfolio. The percentages calculated on this worksheet should be used for your Power Content Label.
Version: April 2024
133,745
41,509
92,236
-
-
-
41,509
39,477
0.2952
DIRECTLY DELIVERED RENEWABLES
Facility Name Fuel Type
State or
Province WREGIS ID RPS ID N/A EIA ID
Gross MWh
Procured
MWh
Resold
Net MWh
Procured
Adjusted Net MWh
Procured
GHG Emissions
Factor (in MT
CO2e/MWh)
GHG Emissions (in MT
CO2e) N/A
RE ASTORIA 2 Solar CA W4931 62691 59977 5,443 5,443 5,443 - - Gaskell West 2b Solar CA W15522 63059 61446 23,592 23,592 23,592 - - - - #N/A
- - #N/A
- - #N/A
- - #N/A
- - #N/A
- - #N/A
- - #N/A
- - #N/A
FIRMED-AND-SHAPED IMPORTS
Facility Name Fuel Type
State or
Province WREGIS ID RPS ID
EIA ID of
REC
Source
EIA ID of
Substitute
Power
Gross MWh
Procured MWh Resold
Net MWh
Procured
Adjusted Net MWh
Procured
GHG Emissions
Factor (in MT
CO2e/MWh)
GHG Emissions
(in MT CO2e)
Eligible for
Grandfathered
Emissions?
- - #N/A
- - #N/A
- - #N/A
- - #N/A
- - #N/A
SPECIFIED NON-RENEWABLE PROCUREMENTS
Facility Name Fuel Type
State or
Province N/A N/A N/A EIA ID
Gross MWh
Procured MWh Resold
Net MWh
Procured
Adjusted Net MWh
Procured
GHG Emissions
Factor (in MT
CO2e/MWh)
GHG Emissions
(in MT CO2e) N/A
Boulder Canyon Project (Hoover Dam) Large hydro NV 154 3,890 3,890 3,890 - - Parker-Davis Project Large hydro CA/NV 447 8,584 8,584 8,584 - - - - #N/A
- - #N/A
- - #N/A
- - #N/A
- - #N/A
- - #N/A
- - #N/A
PROCUREMENTS FROM ASSET-CONTROLLING SUPPLIERS
Facility Name Fuel Type N/A N/A N/A N/A EIA ID
Gross MWh
Procured MWh Resold
Net MWh
Procured
Adjusted Net MWh
Procured
GHG Emissions
Factor (in MT
CO2e/MWh)
GHG Emissions
(in MT CO2e) N/A
- #N/A
- #N/A
- #N/A
- #N/A
END USES OTHER THAN RETAIL SALES MWh
Transmission and Distribution Losses 6,323
GHG Emissions Intensity (in MT CO2e/MWh)
Net Specified Natural Gas
Net Specified Coal & Other Fossil Fuels
Net Specified Nuclear, Large Hydro, Renewables, and ACS Power GHG Emissions (excludes grandfathered emissions)
Retail Sales (MWh)
Net Specified Procurement (MWh)
Unspecified Power (MWh)
Procurement to be adjusted
2023 POWER SOURCE DISCLOSURE ANNUAL REPORT
SCHEDULE 1: PROCUREMENTS AND RETAIL SALES
For the Year Ending December 31, 2023
City of Corona Utilities Department
Retail Sales
Instructions: Enter information about power procurements underlying this electricity portfolio for which your company is filing the Annual Report.
Insert additional rows as needed. All fields in white should be filled out. Fields in grey auto-populate as needed and should not be filled out. For EIA IDs for unspecified power or specified system mixes from asset-controlling suppliers, enter "Unspecified Power", "BPA", or "Tacoma Power" as applicable. For specified procurements of ACS power, use the ACS Procurement Calculator to calculate the resource breakdown comprising the ACS system mix. Procurements of unspecified power must not be entered as line items below; unspecified power will be calculated automatically in cell N9. Unbundled RECs must not be entered on Schedule 1; these products must be entered on Schedule 2. At the bottom portion of the schedule, provide the other electricity end-uses that are not retail sales including, but not limited to transmission and distribution losses or municipal street lighting. Amounts should be in megawatt-hours.
Version: April 2024
-
RETIRED UNBUNDLED RECS
Facility Name Fuel Type
State or
Province RPS ID Total Retired (in MWh)
Total Retired Unbundled RECs
2023 POWER SOURCE DISCLOSURE ANNUAL REPORT
SCHEDULE 2: RETIRED UNBUNDLED RECS
For the Year Ending December 31, 2023
City of Corona Utilities Department
Retail Sales
INSTRUCTIONS: Enter information about retired unbundled RECs associated with this electricity portfolio. Insert additional rows as needed. All fields in white should be filled out. Fields in grey autopopulate as needed and should not be filled out.
Version: April 2024
Adjusted Net
Procured (MWh)
Percent of Total
Retail Sales
Renewable Procurements 29,035 21.7%
Biomass & Biowaste - 0.0%
Geothermal - 0.0%
Eligible Hydroelectric - 0.0%
Solar 29,035 21.7%
Wind - 0.0%
Coal - 0.0%
Large Hydroelectric 12,474 9.3%
Natural gas - 0.0%
Nuclear - 0.0%
Other - 0.0%
Unspecified Power 92,236 69.0%
Total 133,745 100.0%
133,745
651
0.0%
Total Retail Sales (MWh)
GHG Emissions Intensity (converted to lbs CO2e/MWh)
Percentage of Retail Sales Covered by Retired Unbundled RECs
2023 POWER SOURCE DISCLOSURE ANNUAL REPORT
SCHEDULE 3: POWER CONTENT LABEL DATA
For the Year Ending December 31, 2023
City of Corona Utilities Department
Retail Sales
Instructions: No data input is needed on this schedule. Retail suppliers should use these auto-populated calculations to fill out their Power Content Labels.
Version: April 2024
Net MWh
Procured N/A Resource Type
Resource Mix
Factors
Resource-Specific
Procurements from ACS
Biomass & biowaste -
Geothermal -
Eligible hydroelectric -
Solar -
Wind -
Coal -
Large hydroelectric 0.84 -
Natural gas -
Nuclear 0.11 -
Other 0.01 -
Unspecified Power 0.05 -
Net MWh
Procured N/A Resource Type
Resource Mix
Factors
Resource-Specific
Procurements from ACS
Biomass & biowaste -
Geothermal -
Eligible hydroelectric -
Solar -
Wind -
Coal -
Large hydroelectric 0.89 -
Natural gas -
Nuclear 0.06 -
Other -
Unspecified Power 0.05 -
Bonneville Power Administration
ASSET CONTROLLING SUPPLIER RESOURCE MIX CALCULATOR
Tacoma Power
Instructions: Enter total net specified procurement of ACS system resources into cell A8 or A23.
In Column E, the calculator will determine quantities of resource-specific net procurement for entry on Schedule 1.
Version: April 2024
2023 POWER SOURCE DISCLOSURE ANNUAL REPORT
ATTESTATION FORM
For the Year Ending December 31, 2023
City of Corona Utilities Department
Retail Sales
I, Erin Kunkle, Electric Utility Manager, declare under penalty of perjury, that the information provided in this report is true and correct and that I, as an authorized agent of City of Corona Utilities Department, have authority to submit this report on the retail supplier's behalf. I further declare that all of the electricity claimed as specified purchases as shown in this report was sold once and only once to retail customers.
Name: Erin Kunkle
Representing (Retail Supplier): City of Corona Utilities Department Signature: __________________________________________________________ Dated: _____________________________________________________________ Executed at: City of Corona____________________________________________ DocuSign Envelope ID: D1460B08-46CF-49D3-86B5-4540CB176D92 6/20/2024
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
Honorable President and Board Members
FROM: Utilities Department
2024-172
REQUEST FOR CITY COUNCIL AND
CORONA UTILITY AUTHORITY ACTION
SUBJECT:
ISSUANCE OF PURCHASE ORDER TO QUINN POWER SYSTEMS FOR TWO
EMERGENCY STANDBY GENERATOR SETS FOR THE SIERRA DEL ORO WATER
TREATMENT FACILITY AND THE GREEN RIVER LIFT STATION
EXECUTIVE SUMMARY:
This staff report asks the City Council to authorize issuance of a purchase order to Quinn Power Systems for the acquisition of two emergency generator sets for the Sierra Del Oro Water Treatment Facility and Green River Lift Station to provide reliable and redundant operations in the event of a power outage.
RECOMMENDED ACTION:
That the City Council:
a. Authorize the City Manager, or his designee, to issue a purchase order to Quinn Power Systems in the amount of $217,938.69 for the procurement of two emergency standby generator sets.
b. Make a determination under Corona Municipal Code Section 3.08.140(C), that competitive bidding has been satisfied based upon reasons provided in the “Basis for determination of competitive bidding” section of this report.
c. Authorize the City Manager, or his designee, to approve and execute any documents necessary to implement change orders, up to the amount authorized by Corona Municipal Code Section 3.08.080(I) with respect to the total compensation authorized for the purchase of two emergency standby generator sets.
That the Corona Utility Authority review, ratify, and to the extent necessary, direct that the City Council take the above actions.
BACKGROUND & HISTORY:
The Utilities Department (UD) is responsible for the uninterrupted, 24-hour operation and maintenance of vital City infrastructure, including water treatment facilities, and lift stations. Providing reliable backup power is indispensable, particularly for critical facilities such as the Sierra Del Oro Water Treatment Facility and Green River Lift Station. The City of Corona Utilities Department is dedicated to providing reliable wastewater conveyance and treatment in full compliance with the Clean Water Act and California Regional Water Quality Control Board, Santa Ana Region, Order No. R8-2011-0015. The Sierra Del Oro Water Treatment Facility, located at 2940 Wilderness Circle, treats over
4.5 Million Gallons per Day (MGD). A key component of the facility’s operations is a 200- kilowatt(kW) generator, which was recently found to have a hole in its fuel tank. The Green River Lift Station, located at 4776 Golden Ridge Drive, handles a daily average flow of 71,000 gallons. These generators were installed in 2007 and require frequent maintenance to keep them in service. Therefore, it is crucial to replace the two units promptly.
ANALYSIS:
City staff reviewed and approved the specifications for Caterpillar’s 200 kW and 100 kW Emergency Generator Sets. Both facilities rely on aging emergency generators that frequently fail and may jeopardize continued uninterrupted operations during power outages. Upgrading the equipment is a preventative measure to reduce the risk of costly maintenance and failing operations.
Vendor Item Lead Time Cost
Quinn
Power
Systems
Caterpillar Model D200-2, EPA Tier 3,
Stationary Emergency Generator Set. Rated
200kW Standby Power, with fan, 60 Hz, 3
Phase 277/480V Configuration at 1800
RPM
6 months $121,625.75
Caterpillar Model D100-8, EPA Tier 3,
Stationary Emergency Generator Set. Rated
100kW Standby Power, with fan, 60 Hz, 3
Phase 277/480V Configuration at 1800
RPM
6 months $96,312.94
Total Cost $217,938.69
BASIS FOR DETERMINATION OF COMPETITIVE BIDDING:
Staff believes that Competitive Bidding has been accomplished for these purchases pursuant to Corona Municipal Code Section 3.08.140(C), which states as follows:
(E) Purpose of bidding is otherwise accomplished. When the purchasing agent and the authorized contracting party, with the approval of the City Manager, determine that it is in the best interest of the city and its administrative operations to dispense with public bidding for non-public projects under this chapter.
Resolution No. 2022-046 designated Caterpillar generators as the Utilities Department exclusive standard. This designation is based on the proven reliability and success of Caterpillar Generators, which are utilized at many of the UD facilities.
On August 4, 2022, Sourcewell, a local government unit and service cooperative based in Minnesota, issued Request for Proposals (RFP) No. 092222 through its Procurement Portal website and various newspaper publications across the United States. The RFP invited interested parties to submit proposals for Electrical Energy Power Generation Equipment, including related parts, supplies, and services. By the submission deadline on September 22, 2022. Sourcewell had received ten proposals, all of which were carefully evaluated by their staff. Ultimately, five proposals were recommended for award.
Contract No. 092222-CAT was awarded to Caterpillar Inc. (CAT), which provides a comprehensive range of turnkey diesel and natural gas generator sets, spanning from 20 to 4000 kW, as well as microgrid and battery energy solutions. Caterpillar supports its offerings with a vast network of 800 dealers across the United States and Canada and an extensive service infrastructure, including over 20,000 service technicians, 468 locations, 8,000 service bays, and 8,500 field service trucks. Their pricing structure also includes significant discounts from standard list prices.
Corona’s Purchasing Division actively seeks cooperative purchasing agreements, as they offer the City the opportunity to save time, reduce administrative costs, enhance efficiency, and maximize budget resources by securing competitively priced contracts.
Through cooperative purchasing, the city can leverage a procurement process previously conducted by another government agency.
Considering the competitive bidding process conducted by Sourcewell, the Corona Utilities Department requests approval to purchase the Emergency Generator Sets from Quinn Power Systems, the authorized CAT dealer for Southern California, for a total amount of $217,939.
Sourcewell Contract discount for Generator Model D100-8 is $23,971 (31%) of list price of $77,326. Sourcewell Contract discount for Generator Model D200-2 is $42,439 (35%) of list price of $121,255.
Based on a thorough review of product specifications and equipment performance evaluations, staff recommends the Caterpillar Model D200-2 and Model D100-8 EPA Tier 3 Stationary Emergency Generator Sets. This recommendation is largely influenced by the City's existing CAT generators, which have demonstrated consistent reliability and have performed well over time.
FINANCIAL IMPACT:
Funding for the recommended actions is available in the Sierra Del Oro Generator Replacement Capital Improvement Project No. UT-2024-07 and Green River Lift Station Generator Upgrade Capital Improvement Project No. UT-2025-06, each with a current available balance of $150,000.
ENVIRONMENTAL ANALYSIS:
This action is categorically exempt pursuant to Section 15301 of the Guidelines for the California Environmental Quality Action (CEQA), which states that “operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of use beyond that existing at the time of the CEQA determination” and is therefore exempt from CEQA. This action involves repairs to existing infrastructure to maintain public health and safety and therefore is exempt from the requirements of CEQA. Therefore, no environmental analysis is required.
PREPARED BY: AFTAB HUSSAIN, MAINTENANCE MANAGER
REVIEWED BY: TOM MOODY, DIRECTOR OF UTILITIES
ATTACHMENTS:
1. Exhibit 1 – Resolution No. 2022-046
2. Exhibit 2 – Sourcewell Contract 092222-CAT
092222-CAT
Rev. 3/2022 1
Solicitation Number: RFP #092222
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Caterpillar Inc., 5212 N. O’Connor Blvd., Suite 1100, Irving, TX 75039 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Electrical Energy Power Generation Equipment with Related Parts, Supplies, and Services from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires November 22, 2026, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.
C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
092222-CAT
Rev. 3/2022 2
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer used, close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.
3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily
092222-CAT
Rev. 3/2022 3
apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.
Participating Entities reserve the right to inspect the Equipment and Products at a reasonable time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery. In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and the Supplier will replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.
4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change;
092222-CAT
Rev. 3/2022 4
x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Request Form will become an amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities. Supplier may not enter into a contract with a U.S. Federal Government entity prior to obtaining necessary internal approvals and will not be obligated to provide Equipment, Products, or Services to any U.S. Federal Government entity under this Contract unless separately agreed in writing. Supplier may work with such parties and may agree to provide equipment or services under the Contract on a case-by-case basis.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.
092222-CAT
Rev. 3/2022 5
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.
D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:
1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.
092222-CAT
Rev. 3/2022 6
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).
The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.
092222-CAT
Rev. 3/2022 7
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.
9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.
10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited
092222-CAT
Rev. 3/2022 8
assignment will be invalid. Provided, however, that Caterpillar is permitted to subcontract certain of its rights and obligations to Caterpillar dealers for performance without Sourcewell’s prior written consent.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
11. INDEMNITY AND HOLD HARMLESS
Intentionally omitted.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
092222-CAT
Rev. 3/2022 9
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.
2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.
3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.
4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.
092222-CAT
Rev. 3/2022 10
14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
092222-CAT
Rev. 3/2022 11
The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate
3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms
092222-CAT
Rev. 3/2022 12
no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Supplier will maintain coverage for all claims the Supplier may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Supplier’s professional services required under this Contract.
Minimum Limits:
$2,000,000 per claim or event
$2,000,000 – annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds. A Participating Dealer may name a Participating Entity as an additional insured on a case-by-case basis.
092222-CAT
Rev. 3/2022 13
D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier’s Participating Dealers must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier’s Participating Dealer conducts with Sourcewell and Participating Entities.
20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.
Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Intentionally omitted.
092222-CAT
Rev. 3/2022 14
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.
Sourcewell Caterpillar Inc.
By: __________________________ By: __________________________ Jeremy Schwartz Jaime Mineart
Title: Chief Procurement Officer Title: Vice President & General Manager Retail Electric Power Solutions
Date: ________________________ Date: ________________________ Approved:
By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________
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Bid Number: RFP 092222 Vendor Name: Caterpillar
Bid Number: RFP 092222 Vendor Name: Caterpillar
Exceptions to Terms, Conditions, or Specifications Form Only those Proposer Exceptions to Terms, Conditions, or Specifications that have been accepted by Sourcewell have been incorporated into the contract text.
Documents
Ensure your submission document(s) conforms to the following:
1. Documents in PDF format are preferred. Documents in Word, Excel, or compatible formats may also be provided.
2. Documents should NOT have a security password, as Sourcewell may not be able to open the file. It is your sole responsibility to ensure that the uploaded document(s) are not either defective, corrupted or blank and that the documents can be opened and viewed by Sourcewell.
3. Sourcewell may reject any response where any document(s) cannot be opened and viewed by Sourcewell.
4. If you need to upload more than one (1) document for a single item, you should combine the documents into one zipped file. If the zipped file contains more than one (1) document, ensure each document is named, in relation to the submission format item responding to. For example, if responding to the Marketing Plan category save the document as "Marketing Plan." Pricing - Caterpillar Gen Disc List RFP August 2022.xlsx - Tuesday September 20, 2022 15:56:47 Financial Strength and Stability - Financial Strength and Stability.zip - Tuesday September 20, 2022 15:58:41 Marketing Plan/Samples - Marketing Plan.zip - Tuesday September 20, 2022 15:59:03 WM8E/M8E/S8E or Related Certificates (optional)
Warranty Information - SELF5743-01_.pdf - Tuesday September 20, 2022 15:57:54 Standard Transaction Document Samples - Standard Transaction Document Samples.zip - Tuesday September 20, 2022 15:59:30 Upload Additional Document - Additionals.zip - Tuesday September 20, 2022 15:59:44
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Bid Number: RFP 092222 Vendor Name: Caterpillar
All Discounts listed are for "Standby Ratings only unless otherwise stated".
List Price Disc
C2.2, 60 HZ, 40 - 60 kW Diesel (Reference the "PSNA-EPG-F_C2.2PGABR" Caterpillar Price List) D20 - 20 kW 19%
D25 - 25 kW 19%
D30 - 30 kW 19%
C4.4, 60 HZ, 40 - 60 kW Diesel (Reference the "PSNA-EPG-F_C4.4LCABR" Caterpillar Price List) D40 - 40 kW 31%
D50 - 50 kW 31%
D60 - 60 kW 31%
C4.4, 60 HZ, 80 - 100 kW Diesel (Reference the "PSNA-EPG-F_C4.4PGABR" Caterpillar Price List) D80 - 80 kW 31%
D100 - 100 kW 31%
C4.4 GC, 60 HZ, 200 - 300 kW Diesel (Reference the "C4.4 GCABR" Caterpillar Price List) D40 - 40 kW 31%
D50 - 50 kW 31%
D60 - 60 kW 31%
D80 - 80 kW 31%
D100 - 100 kW 31%
C7.1, 60 HZ, 125 - 200 kW Diesel (Reference the "PSNA-EPG-F_C7.1PGABR" Caterpillar Price List) D125 - 125 kW 35%
D150 - 150 kW 35%
D175 - 175 kW 35%
D200 - 200 kW 35%
C7.1 GC, 60 HZ, 200 - 300 kW Diesel (Reference the "C9 GCABR" Caterpillar Price List) D125 - 125 kW 31%
D150 - 150 kW 31%
D175 - 175 kW 31%
D200 - 200 kW 31%
C9, 60 HZ, 200 - 300 kW Diesel (Reference the "PSNA-EPG-F_C9PGAM" Caterpillar Price List) 200 kW 33%
250 kW 37%
300 kW 37%
C9 GC, 60 HZ, 200 - 300 kW Diesel (Reference the "C9 GCABR" Caterpillar Price List) 250 kW 31%
300 kW 31%
C13, 60 HZ, 350 - 400 kW Diesel (Reference the "PSNA-EPG-F_C13PGAM" Caterpillar Price List) 350 kW 37%
400 kW 37%
C13 GC, 60 HZ, 350 - 400 kW Diesel (Reference the "C13 GCABR" & "C13 GCAM" Caterpillar Price List) 350 kW 31%
400 kW 31%
C15, 60 HZ, 350 - 500 kW Diesel (Reference the "PSNA-EPG-F_C15PGAM" Caterpillar Price List) 350 kW 37%
400 kW 37%
450 kW 37%
500 kW 37%
C15 GC, 60 HZ, 350 - 500 kW Diesel (Reference the "C15 GCABR" & "C15 GCAM" Caterpillar Price List) 350 kW 31%
Caterpillar Sourcewell Member Discounts
Stationary Diesel
#Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
400 kW 31%
450 kW 31%
500 kW 31%
C18, 60 HZ, 550 - 750 kW Diesel (Reference the "PSNA-EPG-F_C18PGAM" Caterpillar Price List) 550 kW 37%
600 kW 37%
650 kW 33%
700 kW 33%
750 kW 33%
C18 GC, 60 HZ, 550 - 600 kW Diesel (Reference the "C18 GCAM" Caterpillar Price List) 550 kW 31%
600 kW 31%
C18, 60 HZ, EPA Tier 4f, - 455 KW Diesel (Reference the "PSNA-EPG-F_C18PKAM" Caterpillar Price List) 455 kW Prime Power 20%
500 kW 20%
C27, 60 HZ, 750 - 800 kW Diesel (Reference the "PSNA-EPG-F_C27PGBG" Caterpillar Price List) 750 kW 32%
800 kW 32%
C32, 60 HZ, 1000 - 1250 kW Diesel (Reference the "PSNA-EPG-F_C32PGDG" Caterpillar Price List) 1000 kW 33%
1250 kW 34%
C27 GC, 60 HZ, 800 kW Diesel (Reference the "V12 GCAG" Caterpillar Price List) D800 - 800 kW 31%
C32 GC, 60 HZ, 1000-1250 kW Diesel (Reference the "V12 GCAG" Caterpillar Price List) D1000 - 1000 kW 31%
D1250 - 1250 kW 31%
3512C, 60 HZ, 1500 - 1750 kW Diesel
(EPA Tier 2 & CARB Emissions Certified (Nonroad); EPA Tier 2 Emissions Certified for Stationary Use) (Reference the "PSNA-EPG-F_3512PGFL" Caterpillar Price List) 1500 kW 36%
1750 kW 34%
3516C/3516E, 60 HZ, 2000 - 3000 kW Diesel
(EPA Tier 2 & CARB Emissions Certified (Nonroad); EPA Tier 2 Emissions Certified for Stationary Use) (Reference the "PSNA-EPG-F_3516PGFL" Caterpillar Price List) 2000 kW 40%
2500 kW 36%
2750 kW 33%
3000 kW 33%
3516C-HD, 60 HZ, 2000 - 2500 kW Diesel (EPA Tier 4)
(Reference the "PSNA-EPG-F_3516PGFL" Caterpillar Price List) 2000 kW 19%
2500 kW 19%
C175-16, 60 HZ, 3000 kW Diesel (EPA Tier 2 for Mobile and Stationary Use) (Reference the "C175-PGAL" Caterpillar Price List)
3000 kW 29%
C175-16 T4F, 60 HZ, 3000 kW Diesel (EPA Tier 4)
(Reference the "C175-PGAL" Caterpillar Price List)
3000 kW 19%
C175-20, 60 HZ, 4000 kW Diesel (EPA Tier 2 for Mobile and Stationary Use) (Reference the "C175-PGAL" Caterpillar Price List)
#Caterpillar: Confidential Green 4000 kW 24%
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
50 - 60 kW Caterpillar Natural Gas (Reference the "PSNA-EPG-F_G80PGAM" Caterpillar Price List) DG50-60 kw 18%
100 - 200 kW Caterpillar Natural Gas (Reference the "PSNA-EPG-F_G200PGABR" Caterpillar Price List) DG100 - 200 kW 18%
100 - 150 kW Caterpillar Natural Gas (Reference the "PSNA-EPG-F_G150PGAM" Caterpillar Price List) DG100 - 150 kW 18%
175 - 300 kW Olympian Natural Gas (Reference the "PSNA-EPG-F_GASOLYGN" Caterpillar Price List) 175 - 300 kW Caterpillar Natural Gas (Reference the "PSNA-EPG-F-G14.2 PGAN" Caterpillar Price List) DG175 - 175 kW 26%
350 - 450 kW Caterpillar Natural Gas (Reference the "PSNA-EPG-F-G21.9 PGAM" Caterpillar Price List) DG350 - 350 kW 26%
DG400 - 400 kW 26%
DG450 - 450 kW 26%
CG18, 60 Hz, 350 - 500 kW Caterpillar Natural Gas (Reference the "PSNA-EPG-F-CG18 PGAM" Caterpillar Price List) DG350 - 350 kW 23%
DG400 - 400 kW 23%
DG450 - 450 kW 23%
DG500 - 500 kW 23%
G3412, 60 HZ, 375 - 500 kW Natural Gas (Reference the "PSNA-EPG-F_G3412NPG/NGG" Caterpillar Price List) 375 kW 20%
450 kW 20%
500 kW 20%
G3512 60 HZ, 750 - 1000 kW Natural Gas (Reference the "PSNA-EPG-F_G3512NPL" Caterpillar Price List) 750 kW 18%
1000 kW 18%
G3512 60 HZ, 1500kW Natural Gas G3512 HNL
1500kw 18%
G3516 NQL
1500kw 18%
G3516 60 HZ, 750 - 1000 kW Natural Gas, Landfill Gas, & Biogas (Ratings Depend on Selection) (Reference the "PSNA-EPG-F_G3516BNPL" Caterpillar Price List) Removed 18%
G3516C 60 HZ, 1500 kW Natural Gas
(Reference the "PSNA-EPG-F_G3516CNPL" Caterpillar Price List) 1500 kW 18%
G3516A 60HZ (Reference the "PSNA-EPG-F_G3516ANQL" Caterpillar Price List) All 18%
G3516H 60 HZ, 1966 kW Natural Gas (Reference the "PSNA-EPG-F_G3516HNPL" Caterpillar Price List) 1966 kW 18%
G3520H 60 HZ, 2469 kW Natural Gas
(Reference the "PSNA-EPG-F_G3520HNPL" Caterpillar Price List) 2469 kW 17%
G3520 Fast Start 60 HZ, 2.0 - 2.6 MW Natural Gas
Stationary Natural Gas (Select LP Vapor Options with Derates) #Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
(Reference the "PSNA-EPG-F_G3520NPL" Caterpillar Price List) 22%
2.0 - 2.6 MW
G3520C 60 HZ, Natural Gas G3520CLGL and G3520CLPL 20%
ALL
G3520H 60 HZ, Natural Gas G3520HNPL 20%
ALL
CHP Solutions Packages HPS1500N, HPS2000N, HPS2500N
1.4 - 2.5 MW 20%
G3520C 60 HZ, 1600 - 2055 kW Natural Gas
(Reference the "PSNA-EPG-F_G3520CNPL" Caterpillar Price List) Removed 20%
20%
CG132, CG170, CG260 (custom)
Due to the customization and plethora of options, it is not feasible to provide a paper price list for these specific generator sets.
Each quote is custom for the specific application.
However, members will receive a 15% discount off of the configured list price from each member’s local dealer.
XQ35, 60 HZ, 35 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ35BM" Caterpillar Price List) 27 kW Prime Power 21%
30 kW 21%
XQ60, 60 HZ, 59 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ60BM" Caterpillar Price List) 48 kW Prime Power *Temporarily Discontinued 21%
XQ125, 60 HZ, 125 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ125BM" Caterpillar Price List) 100 kW Prime Power *Temporarily Discontinued 21%
110 kW *Temporarily Discontinued 21%
XQ230, 60 HZ, 230 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ230BM" Caterpillar Price List) 182 kW Prime Power 21%
200 kW Prime Power 21%
XQ330, 60 HZ, 330 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ425BM" Caterpillar Price List) 264 kW Prime Power 21%
288 kW Prime Power 21%
XQ425, 60 HZ, 425 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ425BM" Caterpillar Price List) 340 kW Prime Power 21%
XQ570, 60 HZ, 570 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ570BG" Caterpillar Price List) 455 kW Prime Power 21%
XQ1140, 60 HZ, 1140 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ1140BG" Caterpillar Price List) 910 kW Prime Power 21%
XQ2280, 60 HZ, 2280 kVA Prime Diesel (EPA Tier 4 Final & CARB Emissions Certified (Non-road)) (Reference the "PSNA-EPG-F_XQ1140BG" Caterpillar Price List) 1825 kW Prime Power 21%
Mobile Diesel (With Trailers)
15%
#Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
Switchgear (customizable) 12%
Epic (Reference the "PSNA-EPG-F_CATEPICG" Price List)
Epic - Master Control Panel 10%
Epic - Generator Control Panel 10%
Epic - Utility Control Panel 10%
Supervisory Contol Panel (Reference the "PSNA-EPG-F_CATSCPN" Price List) EMCP 4.4 SCP 10%
Hybrid Products (Reference the "PSNA-EPG-F_CATSCPN" Price List) All Hybrid Products 22%
XES01AN 21%
ATS (AUTOMATIC TRANSFER SWITCHES) (Reference the "ATS 2022" Price List) 235 ATS's Available 20%
Energy Stoarge System
Due to the customization and plethora of options, it is not feasible to provide a paper price list for Cat switchgear.
However, members will receive a 12% discount off of the configured list price from each member’s local dealer.
Control Panels, Switchgear, Automatic Transfer Switches #Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
Sourced Goods & Support Service Provided
Electrical Energy Power Generation with Related Parts, Supplies, and Services.
Extended Service Contracts 5% off list price / typical sale price if no list price is available Maintenance Agreements 5% off list price / typical sale price if no list price is available Installation 5% off list price / typical sale price if no list price is available Custom Fuel Tank 5% off list price / typical sale price if no list price is available Custom ATS 5% off list price / typical sale price if no list price is available General Contracting Labor 5% off list price / typical sale price if no list price is available Dealer Labor 5% off list price / typical sale price if no list price is available Additional/Custom Parts 5% off list price / typical sale price if no list price is available Caterpillar Sourced Goods & Support Services Multiplier Sourcewell Member Pricing
Custom Shop Work 5% off list price / typical sale price if no list price is available Custom Enclosure 5% off list price / typical sale price if no list price is available Delivery/Freight 5% off list price / typical sale price if no list price is available Training 5% off list price / typical sale price if no list price is available Engineering Services 5% off list price / typical sale price if no list price is available #Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
Caterpillar Used Equipment Multiplier
Rental Agreements Please reference the Cat Rental National Accounts contract #062320-CAT for all your rental needs. #Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
Rental Agreements Please reference the Cat Rental National Accounts contract #062320-CAT for all your rental needs.
Electrical Energy Power Generation with Related Parts, Supplies, and Services.
Caterpillar Rental Agreements Product & Services Multiplier #Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
Product Name and Product Description
PV Panel (Solar Panels)
Time Shift - 60 Hz ES 1.5 MW-hr, 1x 20', Energy, 570 kVA, 1518 kWh, ~127 min Time Shift - 60 Hz ES 3.0 MW-hr, 2x 20', Energy, 1000 kVA, 3036 kWh, ~145 min Time Shift - 60 Hz ES 3.5 MW-hr, 2x 20', Energy, 1000 kVA, 3542 kWh, ~170 min Time Shift - 60 Hz ES 4.0 MW-hr, 2x 20', Energy, 1000 kVA, 4048 kWh, ~194 min Time Shift - 60 Hz ES 4.6 MW-hr, 3x 20', Energy, 1000 kVA, 4554 kWh, ~218 min Time Shift - 60 Hz ES 5.1 MW-hr, 3x 20', Energy, 1000 kVA, 5060 kWh, ~242 min Time Shift - 60 Hz ES 5.6 MW-hr, 3x 20', Energy, 1000 kVA, 5566 kWh, ~267 min Time Shift - 60 Hz ES 6.1 MW-hr, 3x 20', Energy, 1000 kVA, 6072 kWh, ~291 min Time Shift - 60 Hz ES 6.6 MW-hr, 3x 20', Energy, 1000 kVA, 6578 kWh, ~315 min Time Shift - 60 Hz ES 7.1 MW-hr, 4x 20', Energy, 1000 kVA, 7084 kWh, ~340 min Time Shift - 60 Hz ES 7.6 MW-hr, 4x 20', Energy, 1000 kVA, 7590 kWh, ~364 min Time Shift - 60 Hz ES 8.1 MW-hr, 4x 20', Energy, 1000 kVA, 8096 kWh, ~388 min Time Shift - 60 Hz ES 8.6 MW-hr, 4x 20', Energy, 1000 kVA, 8602 kWh, ~412 min Time Shift - 60 Hz ES 9.1 MW-hr, 4x 20', Energy, 1000 kVA, 9108 kWh, ~437 min Grid Stabilizer - 60 Hz PGS1260, 1x 20', Power, 1000 kVA, 672 kWh, ~32 min Grid Stabilizer - 60 Hz PGS840, 1x 20', Power, 840 kVA, 448 kWh, ~25 min #Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
Unit of
Issue
Ancilliary
Items (Sold
Separately)
Microgrid
Solution
Commercial
List Price
Power Analytics
Cyber-Secure
Network List
Price Add
(Optional)
40 FT ISO
Container
List Price
Add
(Optional)
Each N/A $ 1,309,989 N/A
Each N/A $ 2,263,804 N/A
Each N/A $ 2,507,909 N/A
Each N/A $ 2,750,774 N/A
Each N/A $ 3,257,104 N/A
Each N/A $ 3,461,724 N/A
Each N/A $ 3,705,829 N/A
Each N/A $ 3,948,694 N/A
Each N/A $ 4,191,559 N/A
Each N/A $ 4,708,735 N/A
Each N/A $ 4,903,749 N/A
Each N/A $ 5,145,374 N/A
Each N/A $ 5,389,479 N/A
Each N/A $ 5,632,344 N/A
Each N/A $ 990,332 N/A
Each N/A $ 853,487 N/A
Due to the customization and plethora of options, it is not feasible to provide a components at this time.
For pricing and availability, Sourcewell members can contact their lo #Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
Quantity of
BDPs
Quantity
of 20
Foot
Containe
rs
Grand Total
Commercial List
Price with
Sourcewell
Discount Applied
(Incl Optional
Items)
Sourcewell
Member List Price
Discount
1 1 $ 1,021,791 22.00%
1 2 $ 1,765,767 22.00%
1 2 $ 1,956,169 22.00%
1 2 $ 2,145,604 22.00%
1 3 $ 2,540,541 22.00%
1 3 $ 2,700,145 22.00%
1 3 $ 2,890,547 22.00%
1 3 $ 3,079,981 22.00%
1 3 $ 3,269,416 22.00%
1 4 $ 3,672,813 22.00%
1 4 $ 3,824,924 22.00%
1 4 $ 4,013,392 22.00%
1 4 $ 4,203,793 22.00%
1 4 $ 4,393,228 22.00%
1 1 $ 772,459 22.00%
1 1 $ 665,720 22.00%
s not feasible to provide a paper price list for these specific ents at this time.
embers can contact their local Caterpillar Dealer.
#Caterpillar: Confidential Green
Docusign Envelope ID: 61B5F6DB-ED6A-42FA-81CD-5164EDECC25B
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Public Works Department
2024-178
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
CONSTRUCTION CONTRACT WITH DAVID OLLIS LANDSCAPE DEVELOPMENT, INC. IN THE AMOUNT OF $381,875 FOR THE CITY HALL VETERANS MEMORIAL IMPROVEMENTS, CAPITAL IMPROVEMENT PROJECT NO. FC-2023-06; NOTICE INVITING BIDS 25-019AT
EXECUTIVE SUMMARY:
This staff report asks the City Council to approve the Construction Contract with David Ollis Landscape Development, Inc. for the City Hall Veterans Memorial Improvements, Capital Improvement Project No. FC-2023-06. This project will make several improvements to the existing veterans memorial located at City Hall, including adding military flagpoles, removing existing archways, installing amphitheater seating, a granite monument, and additional landscaping and lighting.
RECOMMENDED ACTION:
That the City Council:
a. Adopt the Plans and Specifications for the City Hall Veterans Memorial Improvements, Capital Improvement Project No. FC-2023-06. b. Award Notice Inviting Bids 25-019AT to David Ollis Landscape Development, Inc., the lowest responsive, responsible bidder, for the total bid amount of $381,875,
and waive all minor irregularities in the bidding document as submitted by the said bidder.
c. Approve the Construction Contract with David Ollis Landscape Development, Inc. for the City Hall Veterans Memorial Improvements, Capital Improvement Project No. FC-2023-06 in the amount of $381,875.
d. Authorize the City Manager, or his designee, to execute the Construction Contract with David Ollis Landscape Development, Inc. in the amount of $381,875, including any non-substantive extensions, change orders, purchase orders, and amendments up to the amount authorized by Corona Municipal Code Section
3.08.050(H) which is equivalent to 10% or $38,187.
e. Authorize an appropriation in the amount of $122,970 from Measure X Fund 120 to the City Hall Veterans Memorial Improvements, Capital Improvement Project No. FC-2023-06.
BACKGROUND & HISTORY:
The current City of Corona Veterans Memorial is located on the south side of City Hall.
Local veterans groups and the City Council desired to make the memorial more prominent by adding additional features to the existing site. On November 10, 2021, the Committee of the Whole (COTW) provided direction to City staff to proceed with an enhancement project that would include granite monuments, taller flag poles, lighting, signage, landscaping, and seating. After a request for proposals process, an agreement and purchase order were executed with IDS Group, Inc. in accordance with Corona Municipal Code Section 3.08.070.
Three design concepts were developed and presented to City Council for consideration at the July 19, 2023, City Council meeting. Staff received direction to obtain feedback from the Corona veterans community and subsequently conducted outreach through online and printed surveys. The survey results were presented to the City Council on December 6, 2023, along with a recommendation to proceed with the Option B “Honor and Glory” design with a few modifications, including removing the free-standing archways adjacent to the memorial.
ANALYSIS:
The Project was advertised for bids on September 30, 2024, pursuant to Corona Municipal Code section 3.08.090, Public projects - formal bidding procedure, and the City’s purchasing policy through the City’s PlanetBids bidding portal. A total of 1,670 prospective bidders were notified of the project, including 370 registered vendors with the City of Corona, 700 external vendors via PlanetBids, and approximately 600 small and disadvantaged vendors via email. On November 7, 2024, four bids were received through the PlanetBids bidding service.
No. Contractor Location Bid Total
1 David Ollis Landscape Development, Inc. Redlands, CA $381,875.00 2 Estate Design and Construction, Inc. Los Angeles, CA $425,000.00 3 Metrocell Construction, Inc. Ontario, CA $616,000.00
4 Red Castle Construction Chino Hills, CA $945,266.97
Staff has reviewed all bids and recommends awarding the contract to David Ollis Landscape Development, Inc., as the lowest responsive, responsible bidder based on the Bid Schedule for a total contract amount of $381,875. All licenses and documents for David Ollis Landscape Development, Inc. have been reviewed and verified by City staff, and all other documentation is in order.
FINANCIAL IMPACT:
This project is funded from Measure X Fund 120, with an available balance of $382,984.
After City Council approval of the appropriation, funding to complete the construction and inspection of the City Hall Veterans Memorial Improvement Project will be available in the Capital Improvement Project No. FC-2023-06.
The estimated construction costs for the project are outlined as follows:
Construction
…………………………………………………………………….……………..……….
$381,875
Construction Inspection, Labor Compliance and Staff
Time………..…………………...…$85,892
Contingency (10%)
……………………………………………………..…………………………….… $38,187
Total Project Cost
…………………………………………………………….………….………….. $505,954
Staff recommends an appropriation as follows:
Project No. Fund Current
Balance Appropriation
Revised
Balance
FC-2023-06
(City Hall
Veterans
Memorial
Improvements)
Measure X
Fund 120
$382,984 $122,970 $505,954
ENVIRONMENTAL ANALYSIS:
This action is categorically exempt pursuant to Section 15301 of the Guidelines for the California Environmental Quality Act (CEQA), which states that the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of use beyond that existing at the time of the CEQA
determination and is therefore exempt from CEQA. Therefore, no environmental analysis is required and staff has filed a Notice of Exemption with the County of Riverside.
PREPARED BY: TRACY MARTIN, SENIOR PROJECT MANAGER
REVIEWED BY: SAVAT KHAMPHOU, PUBLIC WORKS DIRECTOR
ATTACHMENTS:
1. Exhibit 1 – Location Map
2. Exhibit 2 – Construction Contract
SIXTH
VICENTIA
SEVENTH
BUENA VISTA
PROJECT
LOCATION
CORONA
CITY HALL
CORONA HISTORIC
CIVIC CENTER
CITY OF CORONA
VETERAN'S MEMORIAL ENHANCEMENT PROJECT
PROJECT LOCATION MAP
400 S. VICENTIA AVENUE
CORONA, CA 92882 Ü
CONTRACT
THIS CONTRACT is made this _____ day of ________________, 20___, in the County of Riverside, State of California, by and between the City of Corona, hereinafter called City, and David Ollis Landscape Development Inc., hereinafter called Contractor. The City and the Contractor for the considerations stated herein agree as follows:
ARTICLE 1. SCOPE OF WORK. The Contractor shall perform all Work within the time stipulated the Contract and shall provide all labor, materials, equipment, tools, utility services, and transportation to complete all of the Work required in strict compliance with the Contract Documents as specified in Article 5 below for the following Project:
City Hall Veterans Memorial Improvements Project, Project No. FC-2023-06, NIB No. 25- 019AT
The Contractor and its surety shall be liable to the City for any damages arising as a result of the Contractor’s failure to comply with this obligation.
ARTICLE 2. TIME FOR COMPLETION. A Move-in period of 15 calendar days shall start on the date of issuance of the Notice to Proceed. This period shall be used by the Contractor to confirm utility locations, turn in project submittals or other supporting documentation for approval and procure the necessary material and equipment to complete the Work. The Work shall commence on the last day of the Move-in period or the first Working Day the Contractor actually starts the Work, whichever occurs first. The Contractor shall complete all Work required by the Contract Documents within 75 Working Days. By its signature hereunder, Contractor agrees the time for completion set forth above is adequate and reasonable to complete the Work.
ARTICLE 3. CONTRACT PRICE. The City shall pay to the Contractor as full compensation for the performance of the Contract, subject to any additions or deductions as provided in the Contract Documents, and including all applicable taxes and costs, the sum of Three Hundred Eight One Thousand Eight Hundred Seventy Five Dollars and Zero Cents ($381,875.00) Payment shall be made as set forth in the General Conditions.
ARTICLE 4. LIQUIDATED DAMAGES. In accordance with Government Code section 53069.85, it is agreed that the Contractor will pay the City the sum of $1,000 for each and every calendar day of delay beyond the time prescribed in the Contract Documents for finishing the Work, as Liquidated Damages and not as a penalty or forfeiture. In the event this is not paid, the Contractor agrees the City may deduct that amount from any money due or that may become due the Contractor under the Contract. This Article does not exclude recovery of other damages specified in the Contract Documents.
ARTICLE 5. COMPONENT PARTS OF THE CONTRACT. The “Contract Documents” include the following:
Notice Inviting Bids
Instructions to Bidders
Contractor's Bid Forms
Contractor’s Certificate Regarding Workers’ Compensation Bid Bond
Designation of Subcontractors
Docusign Envelope ID: 1E2D91C3-C3D5-4038-8C9A-D417AE46ACF1 Docusign Envelope ID: AD1940C0-BF25-494C-B42D-4F81941A2026
Information Required of Bidders
Non-Collusion Declaration form
Contract
Performance Bond
Payment (Labor and Materials) Bond
General Conditions
Special Provisions (or Special Conditions)
Technical Specifications
Addenda
Plans and Contract Drawings
Approved and fully executed change orders
Any other documents contained in or incorporated into the Contract The Contactor shall complete the Work in strict accordance with all of the Contract Documents.
All of the Contract Documents are intended to be complementary. Work required by one of the Contract Documents and not by others shall be done as if required by all. This Contract shall supersede any prior agreement of the parties.
ARTICLE 6. PROVISIONS REQUIRED BY LAW. Each and every provision of law required to be included in these Contract Documents shall be deemed to be included in these Contract Documents. The Contractor shall comply with all requirements of applicable federal, state and local laws, rules and regulations, including, but not limited to, the provisions of the California Labor Code and California Public Contract Code which are applicable to this Project.
ARTICLE 7. INDEMNIFICATION. Contractor shall provide indemnification as set forth in the General Conditions.
ARTICLE 8. PREVAILING WAGES. Contractor is aware of the prevailing wage 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. Contractor and its subcontractors shall fully comply with the Prevailing Wage Laws for their employees and any others to whom such laws are applicable. Contractor and its subcontractors 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 Contract is subject to compliance monitoring and enforcement by the DIR. Beginning April 1, 2015, no contractor or subcontractor may be awarded this Contract unless registered with the DIR pursuant to Labor Code section 1725.5. The City will report all necessary contracts to the DIR as required by the Prevailing Wage Laws.
Contractor shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Work available to interested parties upon request, and shall post copies at the Contractor’s principal place of business and at the Project site. It is most efficient for the Contractor to obtain a copy of the prevailing wages in effect at the commencement of this Contract from the website of the Division of Labor Statistics and Research of the DIR located at www.dir.ca.gov/dlsr/. In the alternative, the Contractor may obtain a copy of the prevailing wages from the City. Contractor 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.
Docusign Envelope ID: 1E2D91C3-C3D5-4038-8C9A-D417AE46ACF1 Docusign Envelope ID: AD1940C0-BF25-494C-B42D-4F81941A2026
[REMAINDER OF PAGE LEFT INTENTIONALLY BLANK
SIGNATURES ON FOLLOWING PAGE]
Docusign Envelope ID: 1E2D91C3-C3D5-4038-8C9A-D417AE46ACF1 Docusign Envelope ID: AD1940C0-BF25-494C-B42D-4F81941A2026
IN WITNESS WHEREOF, this Contract has been duly executed by the above-named parties, on the day and year above written.
CITY OF CORONA
By:
______________________________
Savat Khamphou
Public Works Director
Reviewed By:
______________________________
Keegan Olds
Acting CIP Manager
Reviewed By:
______________________________
Tracy Martin
Senior Project Manager
Reviewed By:
______________________________
Yasmin Lopez
Purchasing Manager
Attest:
______________________________
Sylvia Edwards, City Clerk
City of Corona, California
DAVID OLLIS LANDSCAPE
DEVELOPMENT, INC.
By:
______________________________
Signature
David Ollis
Name
President
Title
674829
License Number
By:
______________________________
Signature
Lisa Ollis
Name
Secretary
Title
Docusign Envelope ID: 1E2D91C3-C3D5-4038-8C9A-D417AE46ACF1 Docusign Envelope ID: AD1940C0-BF25-494C-B42D-4F81941A2026
DATE: 12/04/2024
TO: Honorable Mayor and City Council Members
FROM: Public Works Department
2024-180
REQUEST FOR CITY COUNCIL ACTION
SUBJECT:
VARIOUS PROFESSIONAL SERVICES AGREEMENTS FOR REQUEST FOR PROPOSAL 24-069AS FOR MULTIPLE YEARLY PURCHASE ORDERS FOR ON-CALL
ENGINEERING AND PROFESSIONAL CONSULTING SERVICES CONTRACTS EXECUTIVE SUMMARY:
This staff report asks the City Council to approve Professional Services Agreements with various consulting firms for on-call engineering and professional consulting services.
RECOMMENDED ACTION:
That the City Council:
a. Approve the Professional Services Agreements with the firms identified in Exhibit 2 for the not-to-exceed fiscal year amounts noted therein. b. Award Request for Proposals No. 24-069AS for On-Call Engineering and Professional Consulting Services to the firms identified in Exhibit 2 for the not-toexceed fiscal year amounts noted therein. c. Authorize the City Manager, or his designee, to execute the Professional Services Agreements and one additional three-year agreement amendment to the agreements mentioned above for subsequent fiscal years in amounts not-toexceed amounts noted in Exhibit 2 per fiscal year, per agreement, and to approve
necessary change orders and/or amendments up to the amount provided by Corona Municipal Code Section 3.08.070(I).
d. Authorize the City Manager, or his designee, to issue purchase orders to the firms identified in Exhibit 2 for the not-to-exceed fiscal year amounts noted therein.
BACKGROUND & HISTORY:
The Public Works Department utilizes various professional services to plan and design capital improvement projects. For large projects, a scope of work for these services is developed, and a request for proposal is developed and advertised. However, for typical smaller and medium sized projects, existing on-call contracts with consultants are utilized in order to quickly and efficiently complete these projects. Previously, the City Council awarded on-call contracts for this purpose on June 19, 2019, under Request for Proposals (RFP) 19-016CA. These contracts will expire on June 30, 2025. City staff identified services that are needed for current and upcoming capital improvement projects and developed generic scopes of work for the desired services in order to procure contracts.
ANALYSIS:
RFP 24-069AS for On-Call Engineering and Professional Consulting Services was advertised on March 21, 2024, pursuant to Corona Municipal Code (CMC) Section
3.08.110 Non-public projects formal bidding procedure, and posted on the City’s bidding portal, PlanetBids. On May 23, 2024, one hundred ninety-three (193) proposals were received through the PlanetBids bidding service from one hundred seven (107) potential consulting firms.
Proposals were evaluated by three to five staff members for each discipline from Development Services, Economic Development, Community Services, Utilities, and Public Works Departments based on the services specified and most appropriate evaluators. Firms were evaluated based upon their ability to provide the services specified in the Scope of Work based on the following criteria:
Completeness of Response (Pass or Fail): Responses must be complete and include proposal content requirements and subsequent addenda. Qualifications of Firm (20 points): Technical competence and experience in providing similar services. Demonstrated knowledge of the scope of work required, capability of performing specific tasks, adequacy of staff to provide the required services, and reputation, strength, and stability of the firm. Qualifications of Personnel (30 points): The qualifications, education, technical competence, and experience of proposed staff. Key personnel’s anticipated level of involvement in performing the work. A consultant team organization diagram that identifies the main contact person and any proposed sub-consultants. The experience and qualifications for each proposed team member and subconsultants, including the anticipated level of participation as primary or supportive.
Related Experience (30 points): Level of experience in providing similar services to public agencies.
Feasibility of Oversight (10 points): Proximity and accessibility to the City and project sites; ability to respond to City requests.
Reasonableness of Cost and Price (10 points): The reasonableness of the firm’s hourly rates and competitiveness of quoted rates.
A summary of all proposals received, including individual reviewer and total scores, has been provided in Exhibit 1. After evaluation, staff recommends award to the fifty-three (53) professional consulting firms listed in Exhibit 2. Staff has evaluated the current needs for each service based upon the needs for each service and determined the agreement amount necessary for each fiscal year. The agreement amounts, per discipline, recommended for award range from $250,000 to $750,000.
Two categories, Labor Compliance/Disadvantage Business Enterprises (DBE), and Utility Locating Services, did not receive sufficient responses and will be re-bid in a subsequent process.
It is important to note that individual release purchase orders will be issued to the awarded consultants based on a specific task-related Scope of Work to ensure that cost, timelines, and operational issues are properly considered when assigning work under the on-call agreements. Award of RFP 24-069AS does not obligate the City in any financial way except to allow for the ability to utilize the requested services on an as-needed basis, nor would it prohibit the City from issuing independent competitive RFPs for services that may or may not be covered under this award.
FINANCIAL IMPACT:
Funding for the recommended actions is available in the Fiscal Year 2025 Operating and Capital Improvement Project budgets. Staff will recommend appropriate amounts in future budget years to provide for these services as needed.
ENVIRONMENTAL ANALYSIS:
These actions are categorically exempt from the California Environmental Quality Action (CEQA), as the actions are not a “project” as defined by CEQA (PRC Section 21065 and CEQA Guidelines Section 15378), guidelines which define a “project” as the whole of an action which has a potential for resulting in either a direct physical change in the environment, or reasonable foreseeable indirect physical change in the environment, and that is an activity directly undertaking by any public agency including public works construction and related activities. These actions involve the approval of various on-call professional services agreements. Therefore, no environmental analysis is required at this time.
PREPARED BY: TRACY MARTIN, SENIOR PROJECT MANAGER
REVIEWED BY: SAVAT KHAMPHOU, PUBLIC WORKS DIRECTOR
ATTACHMENTS:
1. Exhibit 1 – Scoring Summary
2. Exhibit 2 – Awards Summary
3. Exhibit 3 - Various Professional Services Agreements
RFP24-069AS ON-CALL ENGINEERING AND PROFESSIONAL CONSULTING SERVICES EXHIBIT 1
SCORING SUMMARY
Item Discipline Consultant
Reviewer 1
Score
Reviewer 2
Score
Reviewer 3
Score
Reviewer 4
Score
Reviewer 5
Score
Overall
Score
A Architectural SVA Architects, Inc. 85 87.5 82 95 80 85.9 A Architectural TR Design Group, Inc. 85 87 82 90 84 85.6 A Architectural IDS Group, Inc. 79 86 87 90 84 85.2
A Architectural Rios, Inc. 82 81.5 84 88 88 84.7
A Architectural HMC Group dba HMC Architects 86 78 87 89 76 83.2 A Architectural Gillis & Panichapan Architects, Inc. 81 80 77 94 79 82.2 A Architectural Westgroup Designs 68 85 78 86 82 79.8
A Architectural Miller Architectural Corp 77 73 74 88 86 79.6 A Architectural 19six Architects 75 79 80 82 80 79.2
A Architectural Bureau Veritas North America, Inc. 71 79 74 82 77 76.6 A Architectural Black O'Dowd and Associates 74 76 77 79 75 76.2 A Architectural Studio One Eleven 63 75 83 81 77 75.8
A Architectural RACAIA 51 67.5 74 78 73 68.7
B Structural Engineering IDS Group, Inc. 81 84 83 92 85.0 B Structural Engineering John A. Martin & Associates 81 83 78 90 83.0 B Structural Engineering Michael Baker International, Inc. 85 86 73 87 82.8 B Structural Engineering Civiltec Engineering, Inc. 79 80 75 89 80.8 B Structural Engineering Mark Thomas and Company, Inc. 79 85 70 82 79.0 B Structural Engineering KPFF, Inc. 77 75 75 85 78.0
B Structural Engineering ISE Structural Engineers (Innovative) 74 78 74 83 77.3 B Structural Engineering Bureau Veritas North America, Inc. 72 73 74 83 75.5 B Structural Engineering FEI Associates Consulting Engineers C Landscape Architecture and Irrigation Design David Evans and Associates, Inc. 85 87 91 90 88.3 C Landscape Architecture and Irrigation Design IDS Group, Inc. 89 88 87 87 87.8 C Landscape Architecture and Irrigation Design RJM Design Group, Inc. 86 83 89 88 86.5 C Landscape Architecture and Irrigation Design Albert A. Webb Associates 88 78 87 90 85.8 C Landscape Architecture and Irrigation Design NUVIS 87 84 84 85 85.0 C Landscape Architecture and Irrigation Design Architerra, Inc. dba Architerra Design Group 79 86 83 80 82.0 C Landscape Architecture and Irrigation Design Mark Thomas and Company, Inc. 82 82 81 81 81.5 C Landscape Architecture and Irrigation Design Willdan Engineering 71 85 86 84 81.5 C Landscape Architecture and Irrigation Design Rios, Inc. 84 72 81 83 80.0 C Landscape Architecture and Irrigation Design Michael Baker International, Inc. 77 77 75 77 76.5 C Landscape Architecture and Irrigation Design Van Dyke Landscape Architects 73 77 74 81 76.3 C Landscape Architecture and Irrigation Design Interwest Consulting Group 74 77 75 78 76.0 C Landscape Architecture and Irrigation Design Studio One Eleven 69 75 74 79 74.3 D Traffic Engineering Iteris, Inc. 88 96 95 94 93.3
D Traffic Engineering Advantec Consulting Engineers, Inc. 89 93 92 93 91.8 D Traffic Engineering Kimley Horn and Associates, Inc. 89 92 87 91 89.8 D Traffic Engineering DKS Associates 85 90 89 91 88.8
D Traffic Engineering Fehr & Peers 88 92 87 88 88.8
D Traffic Engineering HR Green Pacific 87 88 92 85 88.0
RFP24-069AS ON-CALL ENGINEERING AND PROFESSIONAL CONSULTING SERVICES EXHIBIT 1
SCORING SUMMARY
Item Discipline Consultant
Reviewer 1
Score
Reviewer 2
Score
Reviewer 3
Score
Reviewer 4
Score
Reviewer 5
Score
Overall
Score
D Traffic Engineering Michael Baker International, Inc. 80 93 90 88 87.8 D Traffic Engineering Linscott, Law & Greenspan, Engineers 87 93 86 84 87.5 D Traffic Engineering Willdan Engineering 85 88 86 84 85.8 D Traffic Engineering Infrastructure Engineers (Bowman) 79 95 91 77 85.5 D Traffic Engineering Transtech Engineers 79 94 88 79 85.0 D Traffic Engineering STC Traffic, Inc. 79 89 86 82 84.0 D Traffic Engineering JMDiaz Inc. 85 77 89 84 83.8
D Traffic Engineering General Technologies and Solutions 80 85 84 80 82.3 D Traffic Engineering Interwest Consulting Group 84 80 86 74 81.0 D Traffic Engineering TJKM 76 93 77 74 80.0
D Traffic Engineering Albert A. Webb Associates 80 72 77 86 78.8 D Traffic Engineering System Metric Group 76 77 85 74 78.0 D Traffic Engineering EPD Solutions 68 58 64 54 61.0
E Construction Management and Inspection Falcon Engineering Services, Inc. 76 81 89 91 84.3 E Construction Management and Inspection Z&K Consultants, Inc. 86 83 84 83 84.0 E Construction Management and Inspection Albert A. Webb Associates 82 79 76 89 81.5 E Construction Management and Inspection Dudek 81 79 74 89 80.8 E Construction Management and Inspection Willdan Engineering 72 81 83 80 79.0 E Construction Management and Inspection Fountainhead Consulting Corporation 72 84 71 86 78.3 E Construction Management and Inspection Interwest Consulting Group 78 80 67 87 78.0 E Construction Management and Inspection Onward Engineering 71 84 79 77 77.8 E Construction Management and Inspection Transtech Engineers 72 83 71 83 77.3 E Construction Management and Inspection Psomas 60 78 79 89 76.5 E Construction Management and Inspection TKE Engineering 66 78 70 89 75.8 E Construction Management and Inspection Anser Advisory Management (Accenture) 71 81 64 85 75.3 E Construction Management and Inspection Michael Baker International, Inc. 73 78 61 87 74.8 E Construction Management and Inspection Berg and Associates 66 83 69 80 74.5 E Construction Management and Inspection PMCS Group 57 81 70 89 74.3 E Construction Management and Inspection LAE Associates 69 82 60 83 73.5 E Construction Management and Inspection FCG Consultants 54 75 71 85 71.3 E Construction Management and Inspection AKM Consulting Engineers 73 76 60 75 71.0 E Construction Management and Inspection Civiltec Engineering, Inc. 44 73 50 82 62.3 E Construction Management and Inspection N2W Engineering 45 65 50 78 59.5 E Construction Management and Inspection FEI Associates Consulting Engineers 0 0.0 F Civil Engineering Mark Thomas and Company, Inc. 84 82 72 84 80.5 F Civil Engineering Michael Baker International, Inc. 86 84 82 70 80.5 F Civil Engineering Hunsaker & Associates Irvine, Inc. 84 77 81 76 79.5 F Civil Engineering Albert A. Webb Associates 81 77 82 77 79.3 F Civil Engineering Psomas 80 80 75 82 79.3
F Civil Engineering Willdan Engineering 84 82 79 70 78.8 F Civil Engineering David Evans and Associates, Inc. 82 80 77 75 78.5
RFP24-069AS ON-CALL ENGINEERING AND PROFESSIONAL CONSULTING SERVICES EXHIBIT 1
SCORING SUMMARY
Item Discipline Consultant
Reviewer 1
Score
Reviewer 2
Score
Reviewer 3
Score
Reviewer 4
Score
Reviewer 5
Score
Overall
Score
F Civil Engineering TAIT & Associates, Inc. 83 79 74 78 78.5 F Civil Engineering Westland Group 82 77 77 74 77.5
F Civil Engineering Proactive Engineering Consultants, Inc. 85 80 75 68 77.0 F Civil Engineering Wood Rodgers, Inc. 85 77 71 75 77.0 F Civil Engineering BKF Engineers 82 81 73 70 76.5
F Civil Engineering IDS Group, Inc. 80 72 80 73 76.3
F Civil Engineering MNS Engineers, Inc. 84 79 65 75 75.8 F Civil Engineering JMDiaz Inc. 79 80 72 70 75.3
F Civil Engineering Rick Engineering 74 78 76 71 74.8
F Civil Engineering The K.W.C Companies, Inc. dba KWC Engineers 75 69 82 69 73.8 F Civil Engineering Onward Engineering 72 83 74 66 73.8 F Civil Engineering HR Green Pacific 73 74 69 74 72.5
F Civil Engineering KPFF, Inc. 79 78 63 65 71.3
F Civil Engineering Dudek 79 75 63 63 70.0
F Civil Engineering CWE 72 71 69 67 69.8
F Civil Engineering Exp U.S. Services 71 79 57 71 69.5
F Civil Engineering Infrastructure Engineers (Bowman) 64 77 68 65 68.5 F Civil Engineering Armstrong and Brooks Consulting Engineers 69 73 68 62 68.0 F Civil Engineering Engineering Resources of Southern California 72 70 64 63 67.3 F Civil Engineering The Prizm Group 63 67 74 63 66.8
F Civil Engineering J. Smith & T. Muli 67 74 62 62 66.3 F Civil Engineering Civiltec Engineering, Inc. 62 67 71 59 64.8 F Civil Engineering Interwest Consulting Group 50 68 57 62 59.3 F Civil Engineering FEI Associates Consulting Engineers 0 0.0 G Labor Compliance and DBE Advanced Avant-Garde Corporation 73 73.0 G Labor Compliance and DBE GCAP Services 74 74.0
G Labor Compliance and DBE Willdan Engineering 84 84.0
H Land Surveying BKF Engineers 83 83 91 88 85 86.0
H Land Surveying Westland Group 87 83 82 79 86 83.4
H Land Surveying David Evans and Associates, Inc. 83 84 83 77 84 82.2 H Land Surveying Calvada Surveying, Inc. 84 76 89 73 84 81.2 H Land Surveying Hunsaker & Associates Irvine, Inc. 82 82 67 89 82 80.4 H Land Surveying Willdan Engineering 70 85 85 76 84 80.0 H Land Surveying Rick Engineering 68 90 76 84 78 79.2
H Land Surveying KDM Meridian 72 83 82 76 77 78.0
H Land Surveying Michael Baker International, Inc. 62 84 81 88 75 78.0 H Land Surveying The K.W.C Companies, Inc. dba KWC Engineers 75 89 38 92 78 74.4 H Land Surveying KPFF, Inc. 56 82 80 75 75 73.6
H Land Surveying Civiltec Engineering, Inc. 56 81 75 79 75 73.2 H Land Surveying The Prizm Group 55 79 42 86 77 67.8
H Land Surveying Armstrong and Brooks Consulting Engineers 52 66 36 85 77 63.2
RFP24-069AS ON-CALL ENGINEERING AND PROFESSIONAL CONSULTING SERVICES EXHIBIT 1
SCORING SUMMARY
Item Discipline Consultant
Reviewer 1
Score
Reviewer 2
Score
Reviewer 3
Score
Reviewer 4
Score
Reviewer 5
Score
Overall
Score
H Land Surveying Transtech Engineers 0 65 48 92 0 41.0
I Hazardous Materials Testing Ninyo & Moore Geotechnical & Environmental Sciences Consultants 83 87 85 76 82.8 I Hazardous Materials Testing Terracon Consultants, Inc. 85 84 81 78 82.0 I Hazardous Materials Testing The Converse Professional Group, Inc, dba Converse Consultants 75 80 76 72 75.8 I Hazardous Materials Testing Citadel Environmental 76 67 66 78 71.8 I Hazardous Materials Testing Charles Taylor Environmental Technical Services 73 65 66 73 69.3 J Property Appraisal Services Epic Land Solutions, Inc. 85 83 83 91 85.5 J Property Appraisal Services CBRE, Inc. 81 86 80 89 84.0 J Property Appraisal Services Hendrickson Appraisal Company, Inc. 79 81 82 94 84.0 J Property Appraisal Services VPA LA Inland Empire 68 75 67 70 70.0 J Property Appraisal Services Worth Valuations 63 72 66 70 67.8 K ROW Coordination Overland, Pacific & Cutler, LLC a Transystems Company 78 82 74 72 76.5 K ROW Coordination Epic Land Solutions, Inc. 79 77 67 66 72.3 K ROW Coordination Paragon Partners Consultants 69 72 73 71 71.3 L ROW Acquisition and Relocating Services Monument ROW 73 88 83 88 70 80.4 L ROW Acquisition and Relocating Services Overland, Pacific & Cutler, LLC a Transystems Company 76 77 81 81 82 79.4 L ROW Acquisition and Relocating Services Paragon Partners Consultants 83 67 78 79 80 77.4 L ROW Acquisition and Relocating Services Epic Land Solutions, Inc. 82 66 77 72 79 75.2 L ROW Acquisition and Relocating Services Interwest Consulting Group 73 66 72 74 75 72.0 L ROW Acquisition and Relocating Services Clark Land Resources, Inc. 76 65 71 73 68 70.6 M Utility Locating
N NPDES Compliance and Program Support Services Michael Baker International, Inc. 81 89 93 94 93 90.0 N NPDES Compliance and Program Support Services CWE 81 84 89 90 78 84.4 N NPDES Compliance and Program Support Services Infrastructure Engineers (Bowman) 66 62 61 67 42 59.6 O Electrical Engineering Civiltec Engineering, Inc. 80 90 91 89 87.5 O Electrical Engineering Michael Baker International, Inc. 82 88 88 91 87.3 O Electrical Engineering SKM Engineering, LLC 84 91 85 85 86.3 O Electrical Engineering IDS Group, Inc. 78 84 84 83 82.3 O Electrical Engineering Bureau Veritas North America, Inc. 81 77 81 80 79.8 P Grant Writing Willdan Engineering 87 81 91 86.3
P Grant Writing Mark Thomas and Company, Inc. 89 83 85 85.7 P Grant Writing MNS Engineers, Inc. 84 83 87 84.7
P Grant Writing Evan Brooks Associates, Inc. 82 82 82 82.0 P Grant Writing California Consulting, Inc. 85 80 78 81.0 P Grant Writing BKF Engineers 81 78 76 78.3
P Grant Writing Engineering Solutions Services 80 79 75 78.0 P Grant Writing Transtech Engineers 75 78 79 77.3
P Grant Writing Michael Baker International, Inc. 88 76 64 76.0 P Grant Writing HR Green Pacific 77 76 70 74.3
P Grant Writing Interwest Consulting Group 68 73 68 69.7 P Grant Writing Iteris, Inc. 66 73 68 69.0
RFP24-069AS ON-CALL ENGINEERING AND PROFESSIONAL CONSULTING SERVICES EXHIBIT 1
SCORING SUMMARY
Item Discipline Consultant
Reviewer 1
Score
Reviewer 2
Score
Reviewer 3
Score
Reviewer 4
Score
Reviewer 5
Score
Overall
Score
P Grant Writing Linscott, Law & Greenspan, Engineers 60 66 61 62.3 P Grant Writing N2W Engineering 63 60 63 62.0
Q Material Testing and Special Inspection Ninyo & Moore Geotechnical & Environmental Sciences Consultants 84 77 86 90 84 84.2 Q Material Testing and Special Inspection RMA Group, Inc. 76 72 84 91 72 79.0 Q Material Testing and Special Inspection Twining, Inc. 80 75 76 88 75 78.8 Q Material Testing and Special Inspection The Converse Professional Group, Inc, dba Converse Consultants 73 77 83 86 74 78.6 Q Material Testing and Special Inspection Willdan Engineering 79 76 81 81 76 78.6 Q Material Testing and Special Inspection Verdantas, Inc. (formerly Leighton Consulting) 80 72 84 90 66 78.4 Q Material Testing and Special Inspection GeoTek 83 71 77 87 70 77.6 Q Material Testing and Special Inspection Earth Systems Pacific 83 71 72 81 69 75.2 Q Material Testing and Special Inspection Geocon West 81 76 61 79 75 74.4 Q Material Testing and Special Inspection Fenagh Engineering & Testing 81 74 70 76 68 73.8 Q Material Testing and Special Inspection Inland Foundation Engineering 72 68 71 85 60 71.2 Q Material Testing and Special Inspection GeoMat Testing Laboratories 66 67 0 68 77 55.6 R Water and Wastewater Engineering Albert A. Webb Associates 79 81 83 85 81 81.8 R Water and Wastewater Engineering Dudek 81 83 82 85 78 81.8 R Water and Wastewater Engineering Civiltec Engineering, Inc. 70 81 81 79 85 79.2 R Water and Wastewater Engineering GHD Inc. 76 82 75 86 75 78.8 R Water and Wastewater Engineering The K.W.C Companies, Inc. dba KWC Engineers 71 81 80 82 77 78.2 R Water and Wastewater Engineering Michael Baker International, Inc. 83 81 80 66 80 78.0 R Water and Wastewater Engineering Armstrong and Brooks Consulting Engineers 67 80 78 78 68 74.2 R Water and Wastewater Engineering N2W Engineering 67 74 82 71 70 72.8 R Water and Wastewater Engineering Willdan Engineering 72 70 76 69 75 72.4 R Water and Wastewater Engineering HR Green Pacific 77 74 67 67 74 71.8 R Water and Wastewater Engineering MKN & Associates 68 72 76 68 70 70.8 R Water and Wastewater Engineering SA Associates 75 70 70 67 72 70.8 R Water and Wastewater Engineering CWE 73 73 70 70 66 70.4 R Water and Wastewater Engineering AKM Consulting Engineers 66 75 71 69 62 68.6 S Business Goodwill Appraisal Services Desmond, Marcello & Amster, LLC 76 74 74 70 76 74.0 T Furniture, Fixtures, Machine and Equipment Appraisal Services Desmond, Marcello & Amster, LLC 77 79 73 70 76 75.0
RFP24-069AS ON-CALL ENGINEERING AND PROFESSIONAL CONSULTING SERVICES EXHIBIT 2
AWARDS SUMMARY
No. Consultant Discipline, PO Amount
1 Advantec Consulting Engineers, Inc. Traffic Engineering, ($250,000) 2 Albert A. Webb Associates
Landscape Architecture and Irrigation Design ($500,000) Water and Wastewater Engineering ($500,000)
Construction Management and Inspection ($750,000)
Civil Engineering ($750,000)
3 Architerra, Inc. dba Architerra Design Group Landscape Architecture and Irrigation Design ($500,000) 4 BKF Engineers Land Surveying, ($250,000)
5 Bureau Veritas North America, Inc. Electrical Engineering, ($350,000) 6 California Consulting, Inc. Grant Writing, ($250,000) 7 Calvada Surveying, Inc. Land Surveying, ($250,000)
8 CBRE, Inc. Property Appraisal Services, ($250,000)
9 Civiltec Engineering, Inc.
Electrical Engineering ($350,000)
Structural Engineering ($500,000)
Water and Wastewater Engineering ($500,000)
10 CWE NPDES Compliance and Program Support Services, ($500,000) 11 David Evans and Associates, Inc.
Land Surveying, ($250,000)
Landscape Architecture and Irrigation Design, ($500,000) Civil Engineering, ($750,000)
12 Desmond, Marcello & Amster, LLC
Business Goodwill Appraisal Services, ($250,000)
Furniture, Fixtures, Machine and Equipment Appraisal Services, ($250,000)
13 DKS Associates Traffic Engineering, ($250,000)
14 Dudek
Water and Wastewater Engineering, ($500,000)
Construction Management and Inspection ($750,000)
15 Epic Land Solutions, Inc. Property Appraisal Services, ($250,000) 16 Evan Brooks Associates, Inc. Grant Writing, ($250,000) 17 Falcon Engineering Services, Inc. Construction Management and Inspection, ($750,000) 18 Fehr & Peers Traffic Engineering, ($250,000)
19 Fountainhead Consulting Corporation Construction Management and Inspection, ($750,000) 20 GHD Inc. Water and Wastewater Engineering, ($500,000) 21 Gillis & Panichapan Architects, Inc. Architectural, ($500,000) 22 Hendrickson Appraisal Company, Inc. Property Appraisal Services, ($250,000) 23 HMC Group dba HMC Architects Architectural, ($500,000) 24 Hunsaker & Associates Irvine, Inc.
Land Surveying, ($250,000)
Civil Engineering ($750,000)
25 IDS Group, Inc.
Electrical Engineering, ($350,000)
Architectural, ($500,000)
Structural Engineering ($500,000)
Landscape Architecture and Irrigation Design ($500,000) 26 Iteris, Inc. Traffic Engineering, ($250,000)
27 John A. Martin & Associates Structural Engineering, ($500,000) 28 Kimley Horn and Associates, Inc. Traffic Engineering, ($250,000) 29 Mark Thomas and Company, Inc.
Grant Writing, ($250,000)
Landscape Architecture and Irrigation Design, ($500,000) Civil Engineering ($750,000)
30 Michael Baker International, Inc.
Electrical Engineering, ($350,000)
Structural Engineering ($500,000)
NPDES Compliance and Program Support Services, ($500,000) Water and Wastewater Engineering, ($500,000)
Civil Engineering, ($750,000)
31 MNS Engineers, Inc. Grant Writing, ($250,000)
PAGE 1 OF 2 Page 373 of 2748
RFP24-069AS ON-CALL ENGINEERING AND PROFESSIONAL CONSULTING SERVICES EXHIBIT 2
AWARDS SUMMARY
No. Consultant Discipline, PO Amount
32 Monument ROW ROW Acquisition and Relocating Services, ($750,000) 33 Ninyo & Moore Geotechnical & Environmental Sciences Consultants Hazardous Materials Testing, ($250,000)
Material Testing and Special Inspection, ($250,000)
34 NUVIS Landscape Architecture and Irrigation Design, ($500,000) 35 Overland, Pacific & Cutler, LLC a Transystems Company ROW Coordination, ($250,000)
ROW Acquisition and Relocating Services, ($750,000)
36 Proactive Engineering Consultants, Inc. Civil Engineering, ($750,000) 37 Psomas Civil Engineering, ($750,000)
38 Rios, Inc.
Architectural, ($500,000)
Landscape Architecture and Irrigation Design, ($500,000) 39 RJM Design Group, Inc. Landscape Architecture and Irrigation Design, ($500,000) 40 RMA Group, Inc. Material Testing and Special Inspection, ($250,000) 41 SKM Engineering, LLC Electrical Engineering, ($350,000) 42 SVA Architects, Inc. Architectural, ($500,000)
43 TAIT & Associates, Inc. Civil Engineering, ($750,000) 44 Terracon Consultants, Inc. Hazardous Materials Testing, ($250,000) 45 The Converse Professional Group, Inc, dba Converse Consultants Hazardous Materials Testing ($250,000)
Material Testing and Special Inspection, ($250,000)
46 The K.W.C Companies, Inc. dba KWC Engineers Water and Wastewater Engineering, ($500,000) 47 TR Design Group, Inc. Architectural, ($500,000)
48 Twining, Inc. Material Testing and Special Inspection, ($250,000) 49 Verdantas, Inc. (formerly Leighton Consulting) Material Testing and Special Inspection. ($250,000) 50 Westland Group
Land Surveying, ($250,000)
Civil Engineering ($750,000)
51 Willdan Engineering
Land Surveying, ($250,000)
Grant Writing, ($250,000)
Material Testing and Special Inspection, ($250,000)
Landscape Architecture and Irrigation Design, ($500,000) Construction Management and Inspection, ($750,000)
Civil Engineering, ($750,000)
52 Wood Rodgers, Inc. Civil Engineering, ($750,000)
53 Z&K Consultants, Inc. Construction Management and Inspection, ($750,000) PAGE 2 OF 2 Page 374 of 2748
CA\DD\02000.50101\1401461.15
(CITY ATTY: 05-19)
CITY OF CORONA
PROFESSIONAL SERVICES AGREEMENT
WITH ADVANTEC CONSULTING ENGINEERS, INC.
(TRAFFIC ENGINEERING SERVICES- ON-CALL ENGINEERING AND
PROFESSIONAL CONSULTING SERVICES, RFP 24-069AS)
1. PARTIES AND DATE.
This Agreement is made and entered into this day of , 2024 (“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 Advantec Consulting Engineers, Inc., a California corporation with its principal place of business at 1200 Roosevelt, Irvine, CA 92620 (“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 on-call traffic engineering 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 On-Call Engineering and Professional Consulting Services, RFP 24-069AS 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).
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
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CA\DD\02000.50101\1401461.15
2 (CITY ATTY: 05-19)
necessary to fully and adequately supply the on-call traffic engineering 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 ___________________ to June 30, 2027 (“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
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3 (CITY ATTY: 05-19)
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: Carlos Ortiz, Madeleine Ortiz, John Dorado, Armando Solis, John Cox, Jose Guedes, Chris Buscarino, and Keith Rand.
3.2.5 City’s Representative. The City hereby designates Savat Khamphou, Public Works Director, 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 John Dorado, 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
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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 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 subsections.
3.2.9.2 Employment Eligibility; Subcontractors, Consultants, Subsubcontractors 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, subsubcontractors 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
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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 fuelpowered 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.
To the extent applicable, Consultant shall comply, and shall ensure all subcontractors comply, with all applicable requirements of the most current version of the regulations imposed by CARB including, without limitation, all applicable terms of Title 13, California Code of Regulations Division 3, Chapter 9 and all pending amendments (“Regulation”).
Throughout the Project, and for three (3) years thereafter, Consultant shall make available for inspection and copying any and all documents or information associated with Consultant’s and its subconsultants’ and subcontractors’ fleets including, without limitation, the Certificates of Reported Compliance (“CRCs”), fuel/refueling records, maintenance records, emissions records, and any other information the Consultant is required to produce, keep or maintain pursuant to the Regulation upon two (2) calendar days’ notice from the City.
Consultant shall be solely liable for any and all costs associated with compliance with the Regulation as well as for any and all penalties, fines, damages, or costs associated with any and all violations, or failures to comply with the Regulation. Consultant shall defend, indemnify and hold harmless the City, its officials, officers, employees and authorized volunteers free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Regulation.
3.2.10 Insurance.
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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 sub-consultants 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
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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. (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
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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.
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
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