Page 1|CLͲUNͲ204Ͳ06/2020
ENDORSEMENT
This endorsement, effective 12:01AM: 09/01/2023
Forms a part of Policy No.: 42ͲUMOͲ308583Ͳ05
Issued to: Pilot Travel Centers LLC
By: National Fire & Marine Insurance Company
COVERAGE TERRITORY AMENDATORY ENDORSEMENT
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY POLICY
COMMERCIAL RETAINED LIMIT LIABILITY POLICY
COMMERCIAL UMBRELLA LIABILITY POLICY
PRODUCTS/COMPLETED OPERATIONS LIABILITY POLICY
I. The definition of “coverage territory” as found in the policy’s DEFINITIONS section is deleted and replaced with the following:
“Coverage territory” means the United States, including its territories and possession, Canada, Puerto Rico and all other countries or jurisdictions elsewhere in the world subject to all of the following conditions:
a. Sanctions
No insurer shall be deemed to provide cover and no insurer shall be liable to pay any claim or provide any benefit hereunder to the extent that the provision of such cover, payment of such claim or provision of such benefit would expose that insurer to any applicable sanction, prohibition or restriction;
b. Currency
All limits and retentions in this policy are in United States currency (unless this policy provides that its limits and retentions are in Canadian currency, and not United States currency), and any necessary currency conversion for any amounts payable in a foreign currency shall be converted to United States currency or Canadian currency, as applicable and as necessary, including for purposes of the erosion of this policy’s Limits of Insurance, based on the New York foreign exchange selling rate for conversion to United States currency that is published in The Wall Street Journal on the date of our payment;
c. Jurisdiction
Notwithstanding anything in this policy or elsewhere to the contrary, it is agreed and understood that the exclusive jurisdiction and venue for any claim, arbitration, suit, or other proceeding to which we may be a party shall be in such State(s) or Province(s) in the United States of America or Canada, as applicable based on the country from which this policy was issued, with jurisdiction and venue over us, this policy, and any such claim, arbitration, suit, or other proceeding; Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Page 2|CLͲUNͲ204Ͳ06/2020
d. Investigation, Defense And Settlement With Our Consent If you are domiciled in a state or province within the United States or Canada, as applicable based on the country from which this policy was issued, then with our consent, you will investigate, defend or settle any “claim” or “suit” brought in any country or jurisdiction where we are prohibited by law from paying damages or providing a defense on behalf of the “insured” for such “claim” or “suit” insured by this policy. We will reimburse you for reasonable costs incurred in the investigation, defense or settlement of such “claim” or “suit” to the extent insured by and as provided in this policy, including, but not limited to, in accordance with paragraph b. above; e. Local Policy Requirements
You must maintain all coverage required by law, regulation or other governmental authority in full force and effect during the “policy period”, and any failure to maintain such coverage will not invalidate this insurance, however this insurance will apply as if all such coverage required by law, regulation or other governmental authority was in full force and effect; and f. Excess Insurance
Any insurance available pursuant to this endorsement is excess over any other valid and collectible insurance, whether such other insurance is primary, excess, contingent, or provided on any other basis.
However, this provision will not apply if the other insurance is specifically written to be excess of this policy.
II. If “insured” is not included in the DEFINITIONS section of the policy to which this endorsement is attached, then “insured” means any person or organization qualifying as such under the WHO IS AN INSURED section, including any amendment thereto.
III. If the term “claim” is defined by the policy to which this endorsement is attached, then such term shall continue to be defined in accordance with the DEFINITIONS section of such policy.Otherwise, claim shall remain undefined.
IV. If the term “policy period” is not defined in the policy to which this endorsement is attached, then “policy period” shall have the same meaning as stated on the Declarations page of this policy.
All other terms and conditions of this policy remain unchanged.
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Page 1|ULͲUMͲ053Ͳ05/2018
Includes copyrighted material of Insurance Services Office, Inc., with its permission.
ENDORSEMENT
This endorsement, effective 12:01AM: 09/01/2023
Forms a part of Policy No.: 42ͲUMOͲ308583Ͳ05
Issued to: Pilot Travel Centers LLC
By: National Fire & Marine Insurance Company
EMPLOYEE BENEFITS LIABILITY LIMITATION ENDORSEMENT
(OCCURRENCE)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
COMMERCIAL UMBRELLA LIABILITY POLICY
I. The following exclusion is added to Section I. COVERAGES, Paragraph B.1 Exclusions Applicable to Policy:
Employee Benefits Liability Exclusion
This insurance does not apply to any “bodily injury”, “property damage”, “personal and advertising injury” or any other loss, cost, defense fee, expense, injury, damage, claim, dispute or “suit” arising out of, directly or indirectly, any of the following:
(1) Any violation of any of the duties, obligations or responsibilities imposed upon fiduciaries by “ERISA” or any similar law with respect to workers’ compensation, unemployment insurance, Social Security or any governmentͲmandated disability benefits; or
(2) Any act, error or omission committed by or on behalf of the “insured” in the performance of one or more of the following administrative duties or activities:
(a) Providing information regarding a “plan”;
(b) Counseling employees with respect to a “plan”;
(c) Interpreting a “plan”;
(d) Handling records in connection with a “plan”;
(e) Enrollment, continuation, termination or cancellation of employees under a “plan”; or (f) Any other duties or activities associated with sponsoring, handling or administering a “plan”.
This exclusion does not apply, however, to the extent coverage is provided for such sums that the “insured” becomes legally obligated to pay as damages because of an act, error or omission by “scheduled underlying insurance”, in which case coverage under this policy for such sums that the “insured” becomes legally obligated to pay as damages because of an act, error or omission will follow the terms, definitions, conditions and exclusions of “scheduled underlying insurance” subject to the “policy period”, limits of insurance, premium and all other terms, definitions, conditions and exclusions of this policy; provided, however, that the coverage under this policy will be no broader that the coverage provided by “scheduled underlying insurance”.
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Page 2|ULͲUMͲ053Ͳ05/2018
Includes copyrighted material of Insurance Services Office, Inc., with its permission.
II. Section V. DEFINITIONS is amended to include the following additional definitions:
“ERISA” means Employee Retirement Income Security Act of 1974, including amendments relating to the Consolidated Omnibus Budget Reconciliation Act of 1985, any amendment or revisions to either act, and any similar common law, statutes, regulations and other laws to which a “plan” is subject, including those of the United States, Canada, and any such state, province or jurisdiction.
“Plan” means any plan, fund or program established anywhere in the world, regardless of whether it is subject to regulation under Title 1 of “ERISA” or meets the requirements for qualification under Section 401 of the Internal Revenue Code of 1986, as amended, provided that it is a benefits program providing any of the following:
(1) Group life insurance, group accident or health insurance, dental, vision and hearing plans, and flexible spending accounts, provided that no one other than an “employee” and their family members, legal dependents, spouses and domestic partners, may subscribe to such benefits and such benefits are generally available to those “employees” who satisfy the plan’s eligibility requirements; (2) Profit sharing plans, employee savings plans, employee stock ownership plans, pension plans and stock subscription plans, provided that no one other than an “employee” may subscribe to such benefits and such benefits are made generally available to all “employees: who are eligible under the plan for such benefits; (3) Unemployment insurance, social security benefits, workers’ compensation and disability benefits; (4) Vacation plans, including buy and sell programs; leave of absence programs, including military, maternity, family, and civil leave; tuition assistance plans; transportation and health club subsidies.
All other terms and conditions of this policy remain unchanged.
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Page 1|CLͲUNͲ263Ͳ01/2021
ENDORSEMENT
This endorsement, effective 12:01AM: 09/01/2023
Forms a part of Policy No.: 42ͲUMOͲ308583Ͳ05
Issued to: Pilot Travel Centers LLC
By: National Fire & Marine Insurance Company
EXCLUSION – ACCESS OR DISCLOSURE OF CONFIDENTIAL
OR PERSONAL INFORMATION AND
DATA-RELATED LIABILITY – WITH
LIMITED BODILY INJURY EXCEPTION
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
COMMERCIAL RETAINED LIMIT LIABILITY POLICY
COMMERCIAL UMBRELLA LIABILITY POLICY
I. Exclusion p. Electronic Data of B. Exclusions 1. Exclusions Applicable to Policy under Section I. COVERAGES is deleted and replaced with the following:
p. Access Or Disclosure Of Confidential Or Personal Information And DataͲrelated Liability Damages arising out of:
(1) Any access to or disclosure of any person's or organization's confidential or personal information, including patents, trade secrets, processing methods, customer lists, financial information, credit card information, health information or any other type of nonpublic information; or (2) The loss of, loss of use of, damage to, corruption of, inability to access, or inability to manipulate electronic data.
This exclusion applies even if damages are claimed for notification costs, credit monitoring expenses, forensic expenses, public relations expenses or any other loss, cost or expense incurred by you or others arising out of that which is described in Paragraph (1) or (2) above.
However, unless Paragraph (1) above applies, this exclusion does not apply to damages because of "bodily injury".
As used in this exclusion, electronic data means information, facts or programs stored as or on, created or used on, or transmitted to or from computer software, including systems and applications software, hard or floppy disks, CDͲROMs, tapes, drives, cells, data processing devices or any other media which are used with electronically controlled equipment.
II. The following exclusion is added to 2. Additional Exclusions Applicable to Personal and Advertising Injury under Section I. COVERAGES:
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Page 2|CLͲUNͲ263Ͳ01/2021
Access Or Disclosure Of Confidential Or Personal Information "Personal and advertising injury" arising out of any access to or disclosure of any person's or organization's confidential or personal information, including patents, trade secrets, processing methods, customer lists, financial information, credit card information, health information or any other type of nonpublic information.
This exclusion applies even if damages are claimed for notification costs, credit monitoring expenses, forensic expenses, public relations expenses or any other loss, cost or expense incurred by you or others arising out of any access to or disclosure of any person's or organization's confidential or personal information.
All other terms and conditions of this policy remain unchanged.
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
ENDORSEMENT
This endorsement, effective 12:01AM: 09/01/2023
Forms a part of Policy No.: 42ͲUMOͲ308583Ͳ05
Issued to: Pilot Travel Centers LLC
By: National Fire & Marine Insurance Company
DISCRIMINATION AND HUMILIATION EXCLUSION
ENDORSEMENT
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
COMMERCIAL UMBRELLA LIABILITY POLICY
The following exclusion is added to B. Exclusions under Section I. COVERAGES:
Discrimination Exclusion
This insurance does not apply to any “bodily injury”, “property damage”, “personal and advertising injury” or any other loss, cost, defense fee, expense, injury, damage, claim, dispute or “suit” caused by, resulting from, or with respect to any of the following:
1. Any discrimination of any kind, including, but not limited to, any discrimination based on race, color, creed, sex, religion, age, national origin, physical impairment, sexual preference; or
2. Any humiliation or mental anguish arising out of, resulting from, or associated with any such discrimination; whether or not it is an actual or alleged violation of any federal, state or local government law, statute, regulation or common law prohibiting such discrimination.
All other terms and conditions of this policy remain unchanged.
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
ENDORSEMENT
This endorsement, effective 12:01AM: 09/01/2023
Forms a part of Policy No.: 42ͲUMOͲ308583Ͳ05
Issued to: Pilot Travel Centers LLC
By: National Fire & Marine Insurance Company
LIMITATION - COVERAGE DOES NOT APPLY PER THE
SCHEDULE OF THIS ENDORSEMENT
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
COMMERCIAL UMBRELLA LIABILITY POLICY
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Entity(ies)
Pilot Water Solutions LLC and Its Subsidiaries (except Auto Liability) The following restriction of coverage is added to this policy, and supersedes anything else to the contrary:
Notwithstanding anything elsewhere in this policy, this insurance does not apply to “bodily injury”, “property damage”, “personal and advertising injury” or any other liability, loss, cost, defense fee, expense, injury, damage, claim, dispute or “suit”, caused by, arising out of, resulting from, or in any way related to, directly or indirectly, in whole or in part:
1. The entity listed in the Schedule above, including, but not limited to, any person or entity acting by, for, or on behalf of any such entity;
However, solely with respect to auto liability, this insurance shall apply to “bodily injury”, “property damage”, or “personal and advertising injury” caused by, arising out of, resulting from, or in any way related to, directly or indirectly, ŝŶǁŚŽůĞŽƌŝŶƉĂƌƚƚŚĞĞŶƚŝƚLJ;ŝĞƐͿůŝƐƚĞĚŝŶƚŚĞ^ĐŚĞĚƵůĞĂďŽǀĞ͕ďƵƚƚŚŝƐŝŶƐƵƌĂŶĐĞƐŚĂůůŽŶůLJĂƉƉůLJĞdžĐĞƐƐŽĨĂŶLJ͞ŽƚŚĞƌ ŝŶƐƵƌĂŶĐĞ͕͟ŝŶĐůƵĚŝŶŐ͕ďƵƚŶŽƚůŝŵŝƚĞĚƚŽƚŚĞĨŽůůŽǁŝŶŐƉŽůŝĐŝĞƐĂŶĚĂůůƉŽůŝĐŝĞƐŝŶĞdžĐĞƐƐŽĨƐƵĐŚƉŽůŝĐŝĞƐ͗
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Coverage
Description
Insurer
Policy Period
Policy Number
Limits of Insurance
Retentions
Defence Treatment
Auto Liability AIG Primary Auto
POLICY PERIOD 9/30/2022Ͳ23
Policy #4805413
$5,000,000 CSL
$500,000 Deductible
Defense Treatment:Outside the Limits
Auto Liability AXIS Excess
POLICY PERIOD 9/30/2022Ͳ23
Policy #PͲ001Ͳ000967965Ͳ01
$5,000,000 CSL
Defense Treatment: Outside the Limits
Auto Liability Westchester Excess
POLICY PERIOD9/30/2022Ͳ23
Policy #G47365156001
$5,000,000 CSL
Defense Treatment: Outside the Limits
Auto Liability Lexington Excess
POLICY PERIOD 9/30/2022Ͳ23
Policy #011170889
$5,000,000 CSL part of $10,000,000
Defense Treatment: Outside the Limits
Auto Liability OSL Excess
POLICY PERIOD 9/30/2022Ͳ23
Policy #EXSͲ154784Ͳ00
$5,000,000 CSL part of $10,000,000
Defense Treatment: Outside the Limits
Auto Liability Westchester Excess
POLICY PERIOD 9/30/2022Ͳ23
Policy #G47365168001
$5,000,000 CSL
Defense Treatment: Outside the Limits
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
This provision shall apply, and this policy shall be excess over any “other insurance”, including but not limited to the above policies, whether such “other insurance” is primary, contributing, excess, contingent or applicable on any other basis.
Under no circumstances shall this policy apply to damages in whole or in part arising out of, directly or indirectly resulting from or in any other way related to the entity listed in the Schedule above, for auto liability only, unless and until all “other insurance”, including but not limited to the above policies, has been exhausted by actual payment, in legal currency, of damages by or on behalf of the insurers for the entity listed in the Schedule above. All other terms and conditions of this policy remain unchanged.
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
ENDORSEMENT
This endorsement, effective 12:01AM: 09/01/2023
Forms a part of Policy No.: 42ͲUMOͲ308583Ͳ05
Issued to: Pilot Travel Centers LLC
By: National Fire & Marine Insurance Company
TEXAS EMPLOYER'S LIABILITY COVERAGE ENDORSEMENT
(WITH MINIMUM RETAINED LIMITS)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
This endorsement modifies insurance provided under the following:
COMMERCIAL UMBRELLA LIABILITY POLICY
The following is added to the policy but shall only apply with respect to “employees” of the “insured” employed solely in the state of Texas.
I. Subject to all of the terms, conditions, limitations and exclusions in this endorsement, subparagraph (3) of Exclusion s. Employer’s Liability in Paragraph B.1. of Section I. COVERAGES is deleted and replaced with the following:
(3) Subject to all of the other terms, conditions, limitations and exclusions in this policy, this exclusion does not apply to those sums in excess of the “retained limit” that you become legally obligated to pay as damages because of “bodily injury” by accident or by disease to your “employee” caused by an “occurrence” arising out of and in the course of the injured “employee’s” employment by you while such “employee” is performing duties related to the conduct of your business in the state of Texas, but only if all of the following conditions are met:
(a) The “bodily injury” by accident or by disease must arise out of and in the course of the injured “employee’s” employment by you; and
(b) With respect to:
(i) “Bodily injury” by accident, the “bodily injury” must occur during the “policy period”; or (ii) “Bodily injury” by disease, the “bodily injury” must be caused or aggravated by the conditions of such employment, and the “employee’s” last day of last exposure to the conditions causing or aggravating such “bodily injury” by disease must occur during the “policy period”; and (c) Any claim, “suit” or related legal action against you for such “bodily injury” by accident or by disease to your “employee” must be brought in the United States of America, its territories or possessions.
II. The amount we will pay for damages insured pursuant to this endorsement, where recovery is permitted by law, includes damages:
1. For which you are liable to a third party by reason of a claim or “suit” against you by that third party to recover the damages claimed against such third party as a result of such injury to your “employee”;
2. For care and loss of services;
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
3. For “bodily injury” of a spouse, child, parent, brother or sister of such injured “employee”; or
4. Because of “bodily injury” to your “employee” that arises out of and in the course of that injured “employee’s” employment with you, claimed against you in a capacity other than as employer.
However II.1., II.2. and II.3. only apply if such damages are the direct result of such “bodily injury” to your “employee” that arises out of and in the course of that injured “employee’s” employment with you.
III. Notwithstanding the foregoing, in addition to all other exclusions this insurance does not apply to:
1. Any “property damage” or “personal and advertising injury”;
2. Any liability assumed under a contract, however this exclusion does not apply to a warranty that your work will be done in a workmanlike manner;
3. Any punitive or exemplary damages;
4. “Bodily injury” to an “employee” while employed in violation of law with the actual knowledge of you or your executive officers;
5. “Bodily injury” intentionally caused or aggravated by you;
6. Any “bodily injury” that occurs outside of the United States of America, its territories or possessions, however this exclusion does not apply to a citizen or resident of the United States of America who is temporarily outside of the United States of America;
7. “Bodily injury” to any person subject to the Federal Employers' Liability Act (45 USC Sections 51-60), or any other federal laws obligating an employer to pay damages to an “employee” due to “bodily injury” arising out of or in the course of employment, or any amendments to those laws;
8. “Bodily injury” to a master or member of the crew of any vessel or watercraft;
9. Any fines or penalties imposed for violation of any federal or state law;
10. Damages payable under the Migrant and Seasonal Agricultural Worker Protection Act (2g USC Sections 1801-1872) or under any other federal law awarding damages; or
11. Any workers’ compensation benefits, including medical benefits, income benefits, death benefits, burial benefits that are payable based upon the “employee’s” compensable injury regardless of fault and do not arise out of your legal liability to pay damages to such “employee”.
IV. The minimum “retained limit” applicable pursuant to this endorsement is $5,000,000 each accident for “bodily injury” by accident or $5,000,000 each “employee” for “bodily injury” by disease, which “minimum retained limit” in either case will only be eroded by the payment of damages because of “bodily injury” to which this insurance applies and this policy shall not drop down below such minimum “retained limit”, and the definition of “retained limit” in Section V - DEFINITIONS is amended to include this minimum “retained limit”.
All other terms and conditions of this policy remain unchanged Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
AM Best Rating Services
National Fire & Marine Insurance Company
BestLink AMB #: 002428 NAIC #: 20079 FEIN #: 476021331 Based on AM Best's analysis, 058334 - Berkshire Hathaway Inc. is the AMB Ultimate Parent and identifies the topmost entity of the corporate structure. View a list of operating insurance entities in this structure.
AM Best Rating Unit: AMB #: 004917 - National Indemnity Group Domiciliary Address
1314 Douglas Street Suite 1400
Omaha, Nebraska 68102-1944
United States
Web: www.nationalindemnity.com
Phone: 402-916-3000
Fax: 402-916-3350
Assigned to insurance companies that have, in our opinion, a superior ability to meet their ongoing insurance obligations.
View additional news, reports and products for this company.
Best's Credit Ratings
Financial Strength View Definition
Rating (Rating Category):
Affiliation Code:
A++ (Superior)
g (Group)
Outlook (or Implication): Stable
Action: Affirmed
Effective Date: March 28, 2024
Initial Rating Date: June 30, 1954
Long-Term Issuer Credit View Definition
Rating (Rating Category): aaa (Exceptional)
Outlook (or Implication): Stable
Action: Affirmed
Effective Date: March 28, 2024
Initial Rating Date: May 16, 2007
Financial Size Category View Definition
Financial Size Category: XV (Greater than or Equal to USD 2.00 Billion)
Best's Credit Rating Analyst
Rating Office: A.M. Best Rating Services, Inc.
Director: Gregory Dickerson
Senior Director: Carlos Wong-Fupuy
Note: See the Disclosure information Form or Press Release below for the office and analyst at the time of the rating event.
Disclosure Information
Disclosure Information Form
View AM Best's Rating Disclosure Form
Press Release
AM Best Affirms Credit Ratings of National Indemnity
Company and Its Affiliates
March 28, 2024
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
View additional news, reports and products for this company. u Denotes Under Review Best's Rating
Rating History
AM Best has provided ratings & analysis on this company since 1954.
Financial Strength Rating
Effective Date Rating
March 28, 2024 A++
February 03, 2023 A++
January 06, 2022 A++
December 09, 2020 A++
December 11, 2019 A++
Long-Term Issuer Credit Rating
Effective Date Rating
March 28, 2024 aaa
February 03, 2023 aaa
January 06, 2022 aaa
December 09, 2020 aaa
December 11, 2019 aaa
Best's Credit & Financial Reports
Best's Credit Report - financial data included in Best's Credit Report reflects the data used in determining the current credit rating(s) for AM Best Rating Unit: AMB #: 004917 - National Indemnity Group.
Best's Credit Report - Archive - reports which were released prior to the current Best's Credit Report.
Best's Financial Report - financial data included in Best's Financial Report reflects the most current data available to AM Best, including updated financial exhibits and additional company information, and is available to subscribers of Best's Insurance Reports.
Best's Financial Report - Archive - reports which were released prior to the current Best's Financial Report.
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
AM Best Rating Services
ACE American Insurance Company
BestLink AMB #: 002257 NAIC #: 22667 FEIN #: 952371728 Based on AM Best's analysis, 058303 - Chubb Limited is the AMB Ultimate Parent and identifies the topmost entity of the corporate structure. View a list of operating insurance entities in this structure.
AM Best Rating Unit: AMB #: 000012 - Chubb U.S. Group of Insurance Companies Mailing Address
P.O. Box 1000
Philadelphia, Pennsylvania 19106
United States
Web: www.chubb.com
Phone: 215-640-1000
View Additional Address Information
Assigned to insurance companies that have, in our opinion, a superior ability to meet their ongoing insurance obligations.
View additional news, reports and products for this company.
Best's Credit Ratings
Financial Strength View Definition
Rating (Rating Category):
Affiliation Code:
A++ (Superior)
g (Group)
Outlook (or Implication): Stable
Action: Affirmed
Effective Date: December 07, 2023
Initial Rating Date: June 30, 1951
Long-Term Issuer Credit View Definition
Rating (Rating Category): aa+ (Superior)
Outlook (or Implication): Stable
Action: Affirmed
Effective Date: December 07, 2023
Initial Rating Date: August 16, 2005
Financial Size Category View Definition
Financial Size Category: XV (Greater than or Equal to USD 2.00 Billion)
Best's Credit Rating Analyst
Rating Office: A.M. Best Rating Services, Inc.
Director: Alan Murray
Senior Director: Michael J. Lagomarsino, CFA, FRM
Note: See the Disclosure information Form or Press Release below for the office and analyst at the time of the rating event.
Disclosure Information
Disclosure Information Form
View AM Best's Rating Disclosure Form
Press Release
AM Best Affirms Credit Ratings of Chubb Limited and Its Subsidiaries
December 07, 2023
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
View additional news, reports and products for this company. u Denotes Under Review Best's Rating
Rating History
AM Best has provided ratings & analysis on this company since 1951.
Financial Strength Rating
Effective Date Rating
December 07, 2023 A++
December 01, 2022 A++
December 10, 2021 A++
December 17, 2020 A++
December 11, 2019 A++
December 13, 2018 A++
Long-Term Issuer Credit Rating
Effective Date Rating
December 07, 2023 aa+
December 01, 2022 aa+
December 10, 2021 aa+
December 17, 2020 aa+
December 11, 2019 aa+
December 13, 2018 aa+
Related Financial and Analytical Data
The following links provide access to related data records that AM Best utilizes to provide financial and analytical data on a consolidated or branch basis.
AMB # Company Name Company Description
091291 ACE American Insurance Company (BHB) Represents the Property/Casualty financials for the Bahrain Branch of this legal entity. 093314 ACE American Insurance Co Korea (KRB) Represents the Property/Casualty financials for the South Korea Branch of this legal entity.
Best's Credit & Financial Reports
Best's Credit Report - financial data included in Best's Credit Report reflects the data used in determining the current credit rating(s) for AM Best Rating Unit: AMB #: 000012 - Chubb U.S. Group of Insurance Companies.
Best's Credit Report - Archive - reports which were released prior to the current Best's Credit Report.
Best's Financial Report - financial data included in Best's Financial Report reflects the most current data available to AM Best, including updated financial exhibits and additional company information, and is available to subscribers of Best's Insurance Reports.
Best's Financial Report - Archive - reports which were released prior to the current Best's Financial Report.
Doc ID: abd80dff2ddd8d3e5b0f3581293efb210e65c41f
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
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IP: 168.151.73.163
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SC Fuels amendment agreement
file
abd80dff2ddd8d3e5b0f3581293efb210e65c41f
MM / DD / YYYY
Signed
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Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
1 FOURTH AMENDMENT TO
AGREEMENT NO. 1968-A BETWEEN
THE CITY OF MONTEREY PARK AND
SC COMMERCIAL, LLC DBA SC FUELS
THIS FOURTH AMENDMENT (Amendment) is made and entered into this 26th day of June 2023, by and between the CITY OF MONTEREY PARK, a general law city and municipal corporation (CITY), and SC COMMERCIAL, LLC DBA SC FUELS, a Limited Liability Company (CONSULTANT).
1. Pursuant to Section 11 (CHANGES) and Section 31 (AUTHORITY/MODIFICATION) of Agreement No. 1968-A, the parties agree to the following amendments:
a. The contract sum will be adjusted for an annual amount of $400,000 for the purchase and delivery of fuel, oil, and lubricant.
b. Section 13 (TERM) is amended to read as follows:
This agreement will be effective for one (1) year from July 1, 2023 to June 30, 2024, unless extended by further amendment in writing or terminated. c. Section 25 (NOTICES) is amended to read as follows:
All communications to either party by the other party will be deemed made when received by such party and its respective name and address as follows:
CITY CONTRACTOR
City of Monterey Park Southern Counties Oil Co., a Calif L.P. 320 West Newmark Avenue 1800 West Katella Avenue, Suite 400 Monterey Park, CA 91754 Orange, CA 92867
Attention: Shawn Igoe Attention: Karen Koep
Public Works Director Senior Coordinator, Bids and Contracts
2. ELECTRONIC SIGNATURES. This Agreement may be executed by the Parties on any number of separate counterparts, and all such counterparts so executed constitute one Agreement binding on all the Parties notwithstanding that all the Parties are not signatories to the same counterpart. In accordance with Government Code §16.5, the Parties agree that this Agreement, Agreements ancillary to this Agreement, and related documents to be entered into in connection with this Agreement will be considered signed when the signature of a party is delivered by electronic transmission. Such electronic signature will be treated in all respects as having the same effect as an original signature.
Doc ID: 5ca6539303b7f9b9642f3b79093ac6f1ba0b60af
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
2 3. This Amendment may be executed in any number or counterparts, each of which will be an original, but all of which together constitutes one instrument executed on the same date.
4. Except as modified by this Amendment, all other terms and conditions of Agreement No. 1968-A remain the same.
[SIGNATURES ON NEXT PAGE]
Doc ID: 5ca6539303b7f9b9642f3b79093ac6f1ba0b60af
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Inez Alvarez,
Interim City Manager
3 Doc ID: 5ca6539303b7f9b9642f3b79093ac6f1ba0b60af
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28th
xxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxxxxxxxx
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CITY OF MONTEREY PARK
City Clerk's office
AGREEMENT COVER PAGE
Today's Date:
Originating Department & Contact Person:
City Council Approval Date (if applicable):
City Agreement No.:
Vendor Name:
Agreement Date:
Agreement Expiration Date
Agreement Amount:
Purpose of Agreement / Services Rendered
Business Entity search attached
Signature Authority verification attached .
A.M Best lnsurance Rating attached
Department Head Approval
Support Services Review:
HR lnsurance Review:
City Manager Approval:
May 11, 2020
Public Works/Fleet - Mary Lou
May 6,2020
1968-4
Southern Counties Oil Co. dba SC Fuels
Amendment for contract sum dated April 9, 2020
June 30,2021
$350,000 annually
Fuel/Oi l/Lubricants pu rchases
Yes fl No
Yes fl No
ON FILE
IYesE No
ON FILE
Agreement Type (choose one):
f] Service Agreement (2 pages)
I Professional Services Agreement
! Public Works Contract
! Maintenance Agreement
f] Joint Powers/Memorandum of Agreement (MOU)
I other Second Amendment to Agreement
lnsurance Req uirements & Coverage Period
(Refer to lnsurance Motrix, Resolution No. 11750 for required insuronce coverage) n General Liability lnsurance I Workers Compensation
f] r A O/ Professional lnsurance_ E Other
f] Rutomobile lnsurance
E Property lnsurance
fl tttone (Needs City Manager ond/or City Attorney approvot) On File
Pa
May 2019
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
SECOND AMENDMENT TO
AGREEMENT NO. 1968-4 BETWEEN
THE CITY OF MONTEREY PARK AND
SOUTHERN COUNTIES OIL CO., A CALIFORNIA LIMITED PARTNERSHIP DBA S C FUEL
THIS SECOND AMENDMENT ("Amendment") is made and entered into this [g ] day of April 2020, by and between the CITY OF MONTEREY PARK, a general law city and municipal corporation ("CITY"), and SOUTHERN COUNTIES OIL CO., A CALIFORNIA LIMITED PARTNERSHIP DBA S C FUELS l, a ("California Corporation").
1. Pursuant to Section 1 1 Changes, of Agreement No. 1968-A ("Agreement"), is amended to read as follows:
"The City may order changes in the services within the general scope of this agreement, consisting of additions to the contract sum. The City will increase FY 19-20 contract sum with an additional $30,000.00 for the remainder of this fiscal year to continue payments for fuel purchases and annually thereafter $350,000.00 dollars in reference to Section 1 1.
2. This Amendment may be executed in any number or counterparts, each of which will be an original, but all of which together constitutes one instrument executed on the same date.
3. Except as modified by this Amendment, all other terms and conditions of Agreement No.1968-4 remain the same.
ISIGNATURES ON NEXT PAGE]
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
IN WITNESS WHEREOF the parties hereto have executed this contract the day and year first hereinabove written.
CITY OF MONTEREY PARK Southern Counties Oil Co., A Limited p dba S C Fuels
Manager
Bollarj(
Secretary
Edward Wondergem, CFO
A
hd Taxpayer ID No. _33-0488996_
Vincent D
City Clerk
APPROVED F
MARK D.
By:
Karl H. Assistant Attorney
Ron
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
lQbt-*
City Gouncil Staff Report
DATE: May 6,2020
AGENDA ITEM NO: Consent Calendar
Agenda ltem 3-l'
The Honorable Mayor and City Council
Mark A. McAvoy, Director of Public Works/City Engineer
Second Amendment to Agreement No. 1968-A with Southern Counties Oil Co., dba SC Fuels, for Citywide Fleet Fuel Purchasing TO:
FROM:
SUBJECT:
RECOMMENDATION:
It is recommended that the City Council
1. Authorize the City Manager to execute an amendment to Purchase Agreement No.1968-A with Southern Counties Oil Co., dba SC Fuels, in a form approved by the City Attorney, increasing the annual purchase amount to $350,000; and
2. Take such additional, related action that may be desirable.
W:
The City awarded an agreement to Southern Counties Oil Co., dba SC Fuels, on October 19,2016. The agreement included purchase of gasoline and diesel fuel, for an annual amount up to $280,000 and is set to expire in June 2021. The agreement was amended once in June 2018 for SC Fuels to additionally provide oil and lubricants, with no increase to the agreement annual cost. To complete required fuel and oil purchases for fiscal year 2019-20 and 2020-21, staff recommends a second amendment to the agreement, increasing the annual not-to-exceed amount to $350,000.
WK9N.UND:
The City annually purchases between 125,OOO-175,000 gallons of gasoline and diesel fuel to operate the Citywide fleet of vehicles and equipment for Police, Fire, Public Works, and other departments. The City operates and maintains two fueling stations, one located at the City Corporate Yard and the other located at Fire Station 61.
The City completed the bidding process for Fleet Fuel Delivery in September 2016. On October 19,2016, City Council authorized the City Manager to execute an agreement, in a form approved by the City Attorney, with SC Fuels, resulting in Purchase Agreement 1 968-4, entered into on October 25, 2016. Agreement 1968-A was amended on June 1 ,
2O18 tor SC Fuels to additionally provide oil and lubricants, with no change to the annual agreement price.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Due to the fluidity of fuel prices, the Oil Price lnformation Service (OPIS) is utilized for the determination of the daily wholesale terminal price for gasoline and fuel. OPIS is the most widely used benchmark for fuel supply contracts. SC Fuels provides the City gasoline and fuel at the rate of the daily OPIS price + $0.00, This amendment will continue the current pricing for the remainder of the agreement term. The agreement is set to expire on June 30,2021.
FISCAL IMPACT:
The fiscal year 2019-20 budget includes $400,000 for the purchase of gasoline, fuel, oil, and lubricants within account #0060-801-4211-22250. Sufficient funds are available for this amendment.
Respectfully submitted by: Prepared by:
A. McAvoy, P.E. Reyes
Director of Public Works
City Engineer
Public Works
Approved by:
Reviewed
Ron Bow
City Manager
rger
Attorney
ATTACEUEM
, Second Anendmeut
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
ATTACHMENT 1
Southern Counties Oil Co. dba SC Fuels
Second Amendment
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
SECOND AMENDMENT TO
AGREEMENT NO. 1968.A BETWEEN
THE CITY OF MONTEREY PARK AND
SOUTHERN COUNTIES OIL CO., A CALIFORNIA LIMITED PARTNERSHIP DBA S C FUEL
THIS SECOND AMENDMENT ("Amendment") is made and entered into this [ ] day of April 2A20,by and between the CITY OF MONTEREY PARK, a general law city and municipal corporation ("CITY"), and SOUTHERN COLTNTIES OIL CO. dba S C FUELS ("Contractor"), a California Corporation. The Parties agree as follows:
1. Pursuant to Section I I Changes, of Agreement No. 1968-4 ("Agreement"), is amended to read as follows:
"The City may order changes in the services within the general scope of this agreement, consisting of additions to the contract sum. The City will increase FY 19-20 contract sum with an additional $30,000.00 for the remainder of this fiscal year to continue payments for fuel purchases and annually thereafter $350,000.00 dollars in reference to Section I l.
2. This Amendment may be executed in any number or counterparts, each of which will be an original, but all of which together constitutes one instrument executed on the same date.
3. Except as modified by this Amendment, all other terms and conditions of Agreement No.1968-4 remain the same.
IN WITNESS WHEREOF the parties hereto have executed this contract the day and year first hsreinabove written.
CITY OF MONTEREY PARK Contractor
Ron Bow,
City Manager
ATTEST:
Robert W. Bollard
Corporate Secretary
Edward A. Wondergem, CFO
Taxpayer ID No. _33-0488996_
Vincent D, Chang, lerk
APPROVED
By:
stant City Attomey
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
tlLt4
--ãì ACORD souTcou-25
CERTIFICATE OF LIABILITY INSURANCE DATE {MM/DD/YYYY}
12t03t20,18
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THÊ POLICIES BÉLOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTTTUTE A CONTRACT BETWEEN THE tSSUtNc TNSURER(S), AUTHORTZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: lf the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. icies may require an endorsement. A statement on tf SUBROGA TION IS WAIVED, ubject theto terms cond and itions theof policy certa¡n this certificate does confer to the not certificate holder I n lieu suchof endo _jNsrrBERAi.F-eqÊIqlqd -S_erv.ice lnsurance Cqryrga¡y _ ,.23304
,
Southern Counties Oíl Co., A Galifornia Limited Partnership SC Commercial, LLC; SC Retail, LLC.; Cardlock Fuels System lnc. dba SC Fuels, dba SOCO Group
P. O. Box ¡1437
Orange, CA 92863-4437
569-2700
INSURER(S) AFFORDING COVERAGE
INSURED
INSURER E
F:
CONTACT
NAME:
PHONE
(A'/C, No, E4ì.
E-MAIL
569-3099
7 fAä, uor,{71
panv of the West
pR.DUcER License
INSURÊR D
_ _ -NAtç4
HUB lnternational lnsurance Services lnc.
4695 MacArthur Court, Suite 600
Newport Beach, CA 92660
THIS IS TO CERTIFY THAT THÉ POLICIES OF INSURANCÊ LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUìREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WTH RESPECT TO WHICH THIS CERT¡FICATE I\¡AY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN ISSUBJECTTOALLTHETERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN RËDUCED BY PAID CLAIMS. lifå TypE oF rNsuRANcE î^?.""t ì^y""S
POLICYEFF . POLICYEXP POLICY NUIVIBER ,MM/DDKWI IMM/NNMì LIMITS 5,000 s
PFRS'}NÂI ¿ AN\/ IN II ¡PY 1,000,000 s
EBL AGG
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CLATMS-Ii]ADE X occun 11 l0'1120't8 11t01t2019
' X r Railroad Prot Liab
X ,91 70666
,X COMMERCIAL GENERAL LIABILITY
LI IT PERi
LOC PROJECT
APPLIES
s 2,000,000
LIIMIT 1,000,000 s
BODILY INJURY lPer oerson)
l
BODILY INJURY lPer accident) I $
s
s
$ X UMBRELLA LIAB X 25,000,000
EXCESS LIAB
DED RETENÏION
OCCUR
CLAIMS-MADE AGGRFGATF 25,000,000 I
X I 70667 11tO1t2018 11t01t2019
lß
EI N/A
descdbe under
B WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY X
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11t01t2018 11t01t2019 1
1 1
Ei
DESCRIPTIONOFOPERATIONSi LOCATIONSi V-EHICLES {ACORD101,Addit¡onalRemarksschedule,maybeattachedifmorespaceisrequired) Pollution exposure covered under the C49948.
The City of Monterey Park, íts Officers, Officials, Employees and Volunteers are included as additional ¡nsured (except workers compensation) where required by written contract. This insurance is primary and non-contributory over any existing insurance and l¡mited to liability arising out of the operations of the named ¡nsured and where required by wr¡tten contract.
X 70666 't1t01t2018 11rút2419
SCHEDULED
AUTOS
x
X
HIRED
AUIOS ONLY
Auto Pollution lncl
X
X
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THERËOF, NOTICE WILL BE OELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
#rr,-M"*-
AUTHORIZED REPRESENTATIVE
City of Monterey Park
¡ts Officers, Officials, Employees and Volunteer
320 West Newmark Avenue
Monterey Park, CA 91754
O 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
ACORD 25 (2016/03)
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Additional lnsured Copy
POLICY NUMBER: 9170666
A. Section ll - Who ls An lnsured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury",
"propedy damage" or "personal and advedising
injury" caused, in whole or in pañ, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. lf coverage provided to the additional insured
is required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LIMITED PARTNERSHIP
18OO W KATELLA AVE STE 4OO
ORANGE CA 92867
i?ag - ,4
COMMERCIAL GENERAL LIABI LITY
cc 20 10 04 13
) THIS ENDORSEMENT CHANGES THE POL|CY. PLEASE READ tT CAREFULLY.
ADDITIONAL INSURED . OWNERS, LESSEES OR
CONTRACTORS . SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
) B. With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:
This insurance does not apply to "bodily injury" or
"propedy damage" occurring after:
1. All work, including materials, parts or
equipment furnished in connection with such
work, on the project (other than service,
maintenance or repairs) to be per{ormed by or
on behalf of the additional insured(s) at the
location of the covered operations has been
completed; or
2. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other than another contractor or subcontractor
engaged in pedorming operations for a
principal as a pad of the same project.
@ lnsurance Services Office, lnc.,2012 Page 1 oÍ 2
Policy Number: 9170666 Transaction Effective Date: 11-01-2018 Name Of Additional lnsured Person(s)
Or Organizations: Location(s) Of Covered Operations
3ITY OF MONTEREY PARK
TS OFFICERS OFFICIALS EMPLOYEES & VOLUNTEERS
]20 W NEWMARK AVE
I/ONTEREY PARK CA 91754
ANY COVERAGE PROVIDED BY THIS
ENDORSEMENT IS LIMITED TO WHILE ON THE
PREMISES OF CERTHOLDER FOR THE PURPOSES
OF FUEL DELIVERY.
nformation required to complete this Schedule, if not shown above, will be shown in the Declarations. cG 20 f0 04 13
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Additional lnsured Copy -l
POLICY NUMBER:9170666
A. Section ll - Who ls An lnsured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only with
respect to liability for "bodily injury" or "propedy
damage" caused, in whole or in pad, by "your
work" at the location designated and described in
the Schedule of this endorsement pedormed for
that additional insured and included in the
"products-compl eted operations hazard".
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. lf coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LIMITED PARTNERSHI P
18OO W KATELLA AVE STE 4OO
ORANGE CA 92867
COMMERCIAL GENERAL LIAB¡LITY
cG 20 37 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
SCHEDULE
B. With respect to the insurance afforded to these
additional insureds, the following is added to
Section lll - Limits Of lnsurance:
lf coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
lnsurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the applicable
Limits of lnsurance shown in the Declarations.
@ lnsurance Services Office, lnc.,2112 Page I of I
Policy Number: 9170666 Transaction Effective Date: 11-01-2018 Name Of Additional lnsured Person(s)
Or Orqanization(s) Location And Description Of Completed Operations
CITY OF MONTEREY PARK
ITS OFFICERS OFFICIALS EMPLOYEES & VOLUNTEERS
320 W NEWMARK AVE
MONTEREY PARK CA 91754
ANY COVERAGE PROVIDED BY THIS
ENDORSEMENT IS LIMITED TO WHILE ON THE
PREMISES OF CERTHOLDER FOR THE PURPOSES
OF FUEL DELIVERY.
lnformation required to complete this Schedule, if not shown above, will be shown in the Declarations. cG 20 37 04 13
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Additional lnsured Copy tl 1"l
FEDERATED I NSURANCE COMPANIES
,4*\ TH|S ENDORSEMENT CHANGES THE POLICY. PLEASE READ tT CAREFULLY. i oDDrtoNAL rNsuRED END.R'EMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE PART
INSURED:
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LIMITED PARTNERSHIP
18OO W KATELLA AVE STE 4OO
ORANGE CA 92867
L WHO lS AN INSURED for "bodily injury" and "propedy damage" liability is amended to include the Additional lnsured specified below but only with respect to liability arising out of your operations or premises owned by or rented to you.
2. The insurance does not apply to "bodily injury" or "propedy damage" liability arising out of the sole negligence of the Additional lnsured named below.
3. We agree to notify the Additional lnsured named below at the address stated below of any cancellation of, or material change to, this policy.
Relationship of the Additional lnsured to the lnsured:
ANY COVERAGE PROVIDED BY THIS ENDORSEMENT IS
LIMITED TO WHILE ON THE PREMISES OF CERTHOLDER FOR
THE PURPOSES OF FUEL DELIVERY.
Additional lnsured Name and Address:
CITY OF MONTEREY PARK
ITS OFFICERS OFFICIALS
EMPLOYEES & VOLUNTEERS
320 W NEWMARK AVE
MONTEREY PARK CA 91754
lncludes copyrighted material of lnsurance Services Office, lnc. with its permission.
CA-F-75 (10-13) Policy Number: 9170666 Transaction Effective Date: 11-01-2018 Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
a Õ
I
Third Party Gopy
OF
RTOWATXXXX4#
MONTEREY PARK
BS DT0t0sM0 - 0020
LS EMPLOYEES & VOLUNTEERS
9',1754
)
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Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
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I
-Õ SOUTCOU-25 ACORD" l--' CERTIFICATE OF LIABILITY INSURANCE DATE (MM/OD/YYYY) 10/,23120'18
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLYANDCONFERSNORIGHTSUPONTHECERTIFICATEHOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BYTHEPOLICIES BELOW. THIS CERTIFIGATE OF INSURANGE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE |SSU|NG TNSURER(S), AUTHORTZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: tf the certif¡cate ho lder ts ADDITIO NAL NSURE D, the policy(ies) must have ADDITIO NAL NSU RED provisions or be endorsed. tf SU ROGATI ON IS WAIVE D, bject to the terms and cond ¡t¡o ns of the policy, certain may require n end rsement. A statement on this certificate does not confer hts to the certificate ho Ider lieu of such PRODUCER David no
HUB lnternational lnsurance Services lnc.
4695 MacArthur 1 569-3090 3090
Newport Beach,
Court, Suite 600
cA 92660 binternational.com
lns
INSURED Southern Counties Oil Go., A Galifornia L¡mited Partnersh¡p SC Gommercial, LLC; SC Retail, LLC.; Cardlock Fuels System lnc. dba SC Fuels, dba SOCO Group
P. O. Box 4437
Orange, CA 92863-4437
rNsuRER B
'
lnsurance Comoanv of the West 27847
INSURER C :
INSURER D:
INSURER E:
INSURER F
THAT
DICATE
MAY
THIS rs TO CERTI FY TH POLICIES E OF RANCE NSU LISTED BELOW HAVE BEEN SSU TO ED THE INSURED NAMED ABOVE THEFOR POLICY PERIO D IN D. NOTWTHSTANDING ANY REQU REM ENT TERM COND OR ITION oF ANY cONTRACT OR EROTH DOCUMENT WTH RESPECT TO WHIC H TH IS cERTI FICATE MAY E ISSUED OR PERTAI TH N, E NS U RANCE AFFORDED BY THE POLICIES DESCRIBED HER EIN IS SUBJECT TO THE ALL TERMS, EXCLUSIONS AND coN DITIONS oF SUC H POLICIES. LIM tTs SHOWN MA HAVE BEE N RE DUCED BY PAID CLAIMS.
INSR SUBR ITR TYPE OF INSURANCE ADDL POLICY NUMBER POLICY EFF POLICY EXP LIMITS
FACH ÔCCI IRRFNCF 1,000,000 $
DAMAGE TO RENTED PRF[¡lqFq /Êâ ^..¡,rôñ^À\ I 00,000 $
MFD trXP fÀnv ônê nêrcônì 5,000 $
PFRSôNA¡ R ÂN\/ IN.II IRY 1,000,000 $
GFNFRAI AGGRFGATtr 2,000,000 $
PRODT rìTS - ônMpiôp Äêê 2,000,000 $
A
x
COMMERCIAL GENERAL LIABILITY
LIMIT
PRO. X JECT E
X
CLAIIVIS-¡iIADE OCCUR
PER:
LOC
X 91 70666 11t01t2018 111O1t2019
EBL AGG 2,000,000 $
1,000,000 $
BODILY INJURY lPer oerson) $
BOÞlLY INJURY lPer acc¡dentì s
$
A AUTOMOBILE LIABILITY
ANY AUTO
o\^f!ED
AUTOS ONLY
HIRED
AUTOS ONLY
Auto Pollution
SCHEDULED
AUTOS
X
X
X
X
X X 9r 70666 1110112018 11101t2019
s
X X EACH OCCURRENCE 25,000,000 s
UMBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS-MADE AGGREGATE e 25,000,000
A
DED RETENTION $
X 9l 70667 11101t2018 111O1t2019
$
X I EFXr"r. OTHtrP
E.L- EACH ACCIDENT q 1,000,000
E.L, DISÉASE - EA FMP¡ OYFF 1,000,000 s
B WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED? (Mandatory ¡n NH)
lf yes, describe under
DESCRIPTION OF OPËRATloNs bêlôw
N/A
wvE5034995-03 't'U01t2018 11t01t2019
E.L. DISEASE - PÔI ICY I IIMIT 1,000,000 s
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD lOl, Add¡tional-Remarks Schedule, may be attached if more space is requ¡red) The city of Monterey Park, its officers, officials, Employées and Votuniéeis ãre iñòlïaèaãs airiitiõh:al"ùGuiðTlä-xiept bywrittencontract. Thisinsuranceisprimaryandnon-contributoryoveranyexistinginsuranceandlimitedtoìiauitiiy named insured and where required by written contract.
workers compensation) where required
arising out of the operations of the
City of Monterey Park
its Officers, Officials, Employees and Volunteer
320 West Newmark Avenue
Monterey Park, CA 91754
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
&-M-'-
@ 1988-2015 ACORD CORPORATTON. Ail rights reserved.
The ACORD name and logo are registered marks of ACORD
ACORD 25 (2016103)
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
)
THIS ENDORSEMENT CHANGE$ THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED . DESIGNATED
PERSON OR ORGANIZATION
This endorsement modifies insurance provided under lhe following:
COMMERCIAL GENËRAL LIABILITY COVERAGE PART
SCHEDULE
ame Of Additional Person(s) Or Organization(s); DESCRIPTION OF INTERËST IF APPLICABLE:
ANY PERSON OR ORGANIZA'TION FOR IA/}IOM YOU ARE
PERFORMING OPERATIONS WHEN YOU AND SUCH
PERSON OR ORGANIZATION HAVË AGRFED IN
WRITING IN A CONTRACT OR AGREËMENT THAT SUCH
PERSON OR ORGANIZATION BE ADDED AS AN
ADDITIONAL INSURED.
Ir:fon.¡.¡ation ired t<¡ cr;rn ele {his Schedule. if not shown above, will be shown in lhe Declarations A. Seclion ll - Who ls An lnsured is amencled lo
include as an additional insured the person(s) or
qrganization{s) shown in the Schedule, but only
with respecl lo liability for "Þodily injury",
"property damage" or "personal and advertising
injury" caused, in whole or in part, by your acts or
omissions or tlre acts or omissions of those acting
on your behalf:
1, ln the perlormãnce of your ongoing operations;
or
2. ln connection with your premises owned try or
rented to you.
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law: and
2. lf coverage provided to the additional insured
is required by a contracl or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
COMMERCIAL GENERAL LIABI LITY
cG 20 26 04 13
B. With respect lo the insurance afforded to these
additional insureds, the following is added to
Section lll - Limits Of lnsurance:
lf coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
lnsurance shown in the Declarations:
whichever is less.
This endcrsement shall not increase the
applicable Limits of lnsurance shown in the
Declarations.
cG 20 26 04 13
@ lnsurance Services Office, lnc., 2012 Page I of 1
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
COMMERCIAL GENERAL LIAB¡L¡TY
ÇG 20 01 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NONCONTRIBUTORY -
OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLFTED OPERATIONS LIABILITY COVËRAGE PART
The following is added to the Other lnsurance
Condition and supersedes any provision to the
contrary:
Primary And Noncontributory lnsurance
ïhis insurance is primary to and will not seek
contribution from any other insurance
available to an additional insured under your
policy provided that:
(1) The additional insured is a Named lnsured
under such other insurance; and
(2) You have agreed in writing in a contract
or agreement that this insurance would be
primary and would nol seek contribution
from any other insurance available to the
additional insured.
@ lnsurance Services Offlce, lnc., 2012 page I of I
cG 20 01 04 13 Polícy Number: 9170666 Transaction Effective Dale:ttlotllOtZ Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED BV CONTRACT ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINËSS AUTO COVERAGE PART
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.
A. WHO lS AN INSURED for "bodily injury" and "property damage" liability is amended to include:
Any person or organization other than a joint venture, for which you have agreed by written contract to procure bodily injury or property damage "auts" liability insurance arising out of operation of a covered "auto" with your permission. However. this addilional insurance does rrot apply to:
(1) The owner or anyone else from whom you hire or borrow a covered "auto". This exception does not apply if the covered "auto" is a "trailsr" connected to a covered "auto" you own. (2) Your "employee" if the covered "auto" is owned by that "employee" or a member of his or her household.
(3) Someone using a covered "auto" while he or she is working in a business of selling, servicing, repairing, parking or storing "autos,, unless that business is yours. (4) Anyone olher than your "employees", partners (if you are a partnership), members (if you are a limited liability company), or a lessee or borrower or any of their "employees", while moving property to or fronr a covered "auto".
(5) A partner (if you are a partnership), or a member (if you are a limited liability company) for a covered "auto" ov¡ned by him or her or a member of his or her household.
B. The coverage extended to any additional insured by this endorsement is limited to, and subject to all terms. conditions, and exclusions of the Coverage Part to which this endorsement is attached. ln addition, coverage shall not exceed the terms and conditions that are reguired by the terms of the written agreement to add any insured, or to procure insurance.
C. The limits of insurance applicable to such insurance shall be the lesser of the lirnits required by the agreement between the padies, or the limits provided by this policy.
D' Additional exclusions, The insurance afforded to any person or organization as an insured under this endorsement does not apply:
1. To "loss" which occurs priorto lhe date of your conlract with such person or organization; 2- To "loss" arising out of the sole negligence of any person or organization that would not be an insured excepl for this endorsemenl.
3. To "loss" for any leased or rented "auto" when the lessor or his or her agent takes possession of the leased or rented "auto" or the policy period ends, whichever occurs first. lncludes copyrighted malerial of lnsurance Services Office, lnc. with its permission. cA-F-127 (03-03)
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
/l
FEDERATED INSURANCE COMPANIES
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CARÊFULLY.
PRIMARY AND NON-CONTRIBUTORY CLAUSE ENDORSEMËNT
This endorsement modifies insurancs provided under the following:
AUTO DEALERS COVËRAGE FORM
BUSINESS AUTO COVERAGE PART
With respect to coverage provided by this endorsement, the provisions of the Coverage Form apply unless modified by the endorsement.
It is agreed that the insurance provided by any additional insured endorsement is primary when primary coverage is required in a written contracl. We will not seek contrÌbution from any insurer when insurance on a no-n- contribulíng basis is required in a written contract. For coverage to apply, the written contract must have been executed prior to the occurrence of "loss".
lncludes copyrighted material of lnsurance Services Office, lnc. with íts permission cA-F-l2e (10-13)
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
I lQt'6 - P
FEDENATED
INSURANCEV'
î
^
'l
)
To Whom lt May Concern,
Enclosed is a copy of an Additional lnterest issued on behalf of a Federated Insurance customer. Any Certificates of Insurance related to this endorsement will be sent in a separate envelope.
Thank you,
Client Contact Center
Federated lnsurance Cornpanies
Enclosed:
Additional lnterest Endorsement
-l
Mtsc-1061 (05-15)
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Additional lnsured Copy
POLICY NUMBER: 9170666
A. Section ll - Who ls An lnsured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury",
"property damage" or "personal and advedising
injury" caused, in whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. lf coverage provided to the additional insured
is required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LIMITED PARTNERSHIP
18OO W KATELLA AVE STE 4OO
ORANGE CA 92867
COMMERCIAL GENERAL LIABILITY
cG 20 10 04 13
.}
TNIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED . OWNERS, LESSEES OR
CONTRACTORS . SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
I
)
B. With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:
This insurance does not apply to "bodily injury" or
"property damage" occurring after:
1. All work, including materials, pads or
equipment furnished in connection with such
work, on the project (other than service,
maintenance or repairs) to be performed by or
on behalf of the additional insured(s) at the
location of the covered operations has been
completed; or
2. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other than another contractor or subcontractor
engaged in performing operations for a
principal as a pad of the same project.
@ lnsurance Services Office, lnc.,2012 Page 1 ol2
Policy Number: 9170666 Transaction Effective DaIe:11-01-2017 Name Of Additional Insured Person(s)
Or Organizations: Location(s) Of Covered Operations
3ITY OF MONTEREY PARK
TS OFFICERS OFFICIALS EMPLOYEES & VOLUNTEERS
320 W NEWMARK AVE
N/ONTEREY PARK CA 91754
ANY COVERAGE PROVIDED BY THIS
ENDORSEMENT IS LIMITED TO WHILE ON THE
PREMISES OF CERTHOLDER FOR THE PURPOSES
OF FUEL DELIVERY.
nformation required to complete this Schedule, if not shown above, will be shown in the Declarations cG 20 t0 04 13
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
POLICY NUMBER:9170666
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED . OWNERS, LESSEES OR
CONTRACTORS . COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COM PLETED O PERATI ONS LI ABI LITY COVERAGE PART
SCHEDULE
Additional lnsured Copy
A. Section ll - Who ls An lnsured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only with
respect to liability for "bodily injury" or "propedy
damage" caused, in whole or in part, by "your
worK at the location designated and described in
the Schedule of this endorsement performed for
that additional insured and included in the
"products-completed operations hazard".
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. lf coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LIMITED PARTNERSHIP
18OO W KATELLA AVE STE 4OO
ORANGE CA 92867
COMMERCIAL GENERAL LIABI LITY
cG 20 37 04 f3
B. With respect to the insurance afforded to these
additional insureds, the following is added to
Section lll - Limits Of Insurance:
lf coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
lnsurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the applicable
Limits of lnsurance shown in the Declarations.
)
)
@ lnsurance Services Office, lnc.,2012 Page I of I
Policy Number: 9170666 Transaction Effective Date: l1-01-2017 Name Of Additional lnsured Person(s)
Or Organization(s) Location And Description Of Completed Operations
CITY OF MONTEREY PARK
ITS OFFICERS OFFICIALS EMPLOYEES & VOLUNTEERS
320 W NEWMARK AVE
MONTEREY PARK CA 91754
ANY COVERAGE PROVIDED BY THIS
ENDORSEMENT IS LIMITED TO WHILE ON THE
PREMISES OF CERTHOLDER FOR THE PURPOSES
OF FUEL DELIVERY.
lnformation required to complete this Schedule, if not shown above, will be shown in the Declarations cG 20 37 0413
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Additional lnsured Copy 'J /-l
FEDERATED INSURANCE COMPANI ES
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. l
I ADDIT¡ONAL INSURED ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE PART
INSURED:
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LIMITED PARTNERSHIP
18OO W KATELLA AVE STE 4OO
ORANGE CA 92867
1. WHO lS AN INSURED for "bodily injury" and "property damage" liability is amended to include the Additional lnsured specified below but only with respect to liability arising out of your operations or premises owned by or rented to you.
2. The insurance does not apply to "bodily injury" or "property damage" liability arising out of the sole negligence of the Additional lnsured named below.
3. We agree to notify the Additional lnsured named below at the address stated below of any cancellation of, or material change to, this policy.
Relationship of the Additional lnsured to the lnsured:
ANY COVERAGE PROVIDED BY THIS ENDORSEMENT IS
LIMITED TO WHILE ON THE PREMISES OF CERTHOLDER FOR
THE PURPOSES OF FUEL DELIVERY.
Additional lnsured Name and Address
CITY OF MONTEREY PARK
ITS OFFICERS OFFICIALS
EMPLOYEES & VOLUNTEERS
320 W NEWMARK AVE
MONTEREY PARK CA 91754
lncludes copyrighted material of lnsurance Services Office, lnc. with its permission.
CA-F-75 (10-13) Policy Number: 9170666 Transaction Effective Dale:11-O'l-2017 )
I
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
CITY OF MONTEREY PARK
City Clerk's office
AGREEMENT COVER PAGE
Today's Date:
Originating Department & Contact Person:
City Council Approval Date (if applicable):
City Agreement No.:
Vendor Name:
Agreement Date:
Agreement Expiration Date
Agreement Amount:
Purpose of Agreement / Services Rendered:
Business Entity search attached
Signature Authority verification attached
A.M Best lnsurance Rating attached .
Department Head Approval
City Clerk Review:
City Manager Approval:
6113118
PUBLIC WORKS/TITO HAES
10119116
1968-A
Southern Counties Oil Co., dba SC Fuels
Amendment for additional services dated Jun 1 2018
6t30t21
$280,000 per yr - fil øÅÁt
Fuel and oil purchase e{ Mvrwfr.^¡¡
!YesE No
IYesE No
ON FILE
! Yes E No oN FILE
Agreement Type (choose one):
! Service Agreement (2 pages)
! Professional Services Agreement
I Public Works Contract
f] Maintenance Agreement
I Joint Powers/Memorandum of Agreement (MOU)
I other First Amendment to Agreement
lnsurance Requirements & Coverage Period:
(Refer to lnsuronce Matr¡x, Resolution No. 17750 for required insuronce coveroge) I General Liability lnsurance f] Workers Compensation
E ¡ g O/ Professional lnsurance_ E Other
! Automobile lnsurance [ ruone (Needs City Monager and/or City Attorney opprovøt) On File ! Property lnsurance
Jonuory 2018
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
FIRST AMENDMENT TO
AGREEMENT NO. 1 968-A BETWEEN
THE CITY OF MONTEREY PARK AND
SOUTHERN COUNTIES OIL CO., DBA SC FUELS
THIS FIRST AMENDMENT ("Amendment") is made and entered into this I't day of June, 2018, by and betweenthe CITY OF MONTEREY PARK, A GENERAL LAW CITY AND MLTNICIPAL CORPORATION EXISTING UNDER THE LAWS OF CALIFORNIA ("CITY"), and SOUTHERN COUNTIES OIL CO., A California Limited Parlnership dba SC FUELS ('CONTRACTOR"). 1 . Pursuant to Section 3 1 of the Agreement, Section 2 of the Agreement is amended to include Section 2A as follows:
A. "CONTRACTOR" will furnish CITY with vehicle oil and lubricant ("OIL and LUBRICANT") as set fofth in Attached Exhibit "8", which is incorporated by reference. for CITY's vehicle fleet. OIL and LUBRICANT delivery will be to the Monterey Park Corporate Yard, 751 South Alhambra Avenue, Monterey Park, CA 91755 on an as needed basis as requested by CITY. CONTRACTOR is required to guarantee delivery within 2-3 days of orders placed. CITY will pay CONTRACTOR the delivered price as set forth in attached Exhibit "B", which is incorporated by reference."
2. This Amendment may be executed in any number of counterpafts, each of which will be an original, but all of which together constitutes one instrument executed on the same date.
3. Except as modified by this Amendment, all other terms and conditions of Agreement No. 1968-A remain the same.
IN WITNESS WHEfuEOF fhe parties hereto have executed this Agreement the day and year first hereinabove written.
CITY OF MONTEREY PARK SOUTHERN COUNTIES OIL CO., A Cali Limited Partnership dba SC FUELS
ame: +c? 0rJ. ll"(
Manager Title
A
Vincent
City Clerk
APPROVED A
MARK D.
&, ç.5€c'
Taxpayer ID No. 33-0488996
Business License No.
A r/] ¿kt
r ePs
lH. erger
By
Assistant City A
t
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
FIRST AMENDMENT TO
AGREEMENT NO. 1968.4 BETWEEN
THE C¡TY OF MONTEREY PARK AND
SOU'THERN COUNTIES OIL CO., DBA SC FUELS
TI-llS FIRST AMENDMENT ("Amendrnent") is made and entered into this l " day of June, 2018, by and between the CITY OF MONTEREY PARK, A CENERAL LAW CITY AND MLJNICIPAL CORPORATION EXISTING UNDER THE LAV/S OF CALIFORNIA ("CITY"), and SOUTHERN COUNTIES OIL CO., A California Limited Partnership dba SC FUELS ('CONTRACTOR").
L Pursuanr to Section 3l of the Agreement, Section 2 of the Agreement is amended to include Section 2A as follows:
A. "CONTRACTOR" will furnish CITY with vehicle oil and lubricant ("OIL and LUBRICANT") as set forth in Attached Exhibit "8", which is incorporated by reference, for CITY's vehicle fleet. OIL and LUBRICANT delivery will be to the Monterey Park Corporate Yard, 751 South Alhambra Avenue, Monterey Park, CA 91755 on an as needed basis as requested by CITY. CONTRACTOR is required to guarantee delivery within 2-3 days of orders placed' CITY will pay CONTRACTOR the delivered price as set forth in attached Exhibit "8", which is i ncorporated by reference."
2. This Amendment may be executed in any number of counterpafts, each of which will be an original, but all of which together constitutes one instrument executed on the same date.
3. Except as modified by this Amendment, all other terms and conditions of Agreement No. 1968-A remain the same.
IN WITNESS WHEREOF the parties hereto have executed this Agreement the day and year first hereinabove written.
CITY OF MONTEREY PARK
Manager
SOUTHERN COUNTIES OIL CO., A Cal
Limited Partnership dba SC FUELS
b +c? qr', l<
Title: b, ç.5c4.
A. ul ¿ht Cæ
Taxpayer ID No. 33-048899ó
Business License No.
'w
TTES\:
ù
A
Vincent D
City Clerk
APPROVED
MARK D. H
t
H
By:
Assistant City
ty
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
âru=rt- EXHIBIT B
May 4,2018
City of Monterey Park
751 S Alhambrn Ave
Alhømbra, CA 9I7Ss
Cìry of Monterey Pørk
Fire Statíon Corp office
350 úY Newmork Ave
Alhnmbra, CA 91754
We øt SC Fuels, strípe to provide the right Chevron productsfor yourfleet. llith Chevroh you get qualíty &. the guørøntee thøt all products are designed to Meet &/or exceed monufncturer requírements. For SDS & PDS, please vísít your Internet browser by prodact or go to Chevron,cotît. All Chevron products are warrønled, Pricingfor Chevron Lubrícants &. olher products locked thru June 30,2018 Minímum hulk orders of 55g esch will be pumped Ínto customer slorage tanks or loaned tanks.
Orders placed with CS will usuølly be delívered wîthín 2-3 husìness dtrys.
Carrent CA Recycling & CA Motor Lube Oílfees, C,4. ssles tsx &. RCF/Fuelfee øre separøte.
Other products ean be adeled to the list and additÍonal locations can be added ss needed.
Pricíng ìs subject to change wìth Industry wfule changes. Letterfrom manufacturer wíll be provídtd along with others. Pleøse provide PO# øs needed.
Thank youfor the opportunity.
DennÍs Giørdìna
3 t0-722-3357
g ìør d i n a d@S cfu e I s. c o m
L,3i-)i_l trl" 1(.,1i:,,1;¡ A'r:: ji: 4ijl-) c ; g¡x 4 153 ;ìrr¡19..-, I,i\. rllSrrl li.:;l
,,r.,. r," ) -:r .j.,: ; ...) ,l
Supreme SN 5w20, 5w30, 10w30 Chevron Bulk I6.6es "29/sal R.ando ISO All/ 32,46 Chevron Bulk 8 6.992 00
Fall Svn Pro DS Hnvoline Bulk 8 12.983 ,29
Delo 400 15w40 LE Chevron Bulk 8 11.299 29
Delo 400 15w40 CK-4 Chevron Bulk fi II.69s 29
Futl Svn MV ATF Høvoline Pump from drum 812.974 24
Globttl MYATF ÍIuvoline Bulk ï 12.69s 24
DEF 0lvmpus 55s Drum 8 2.497 .40
DEF Olvmpus 2.5e ius 8 2.992 .00
Refunduble Drum Deposit 55s drum 81s.00
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Mary Lou Reyes
City of Monterey Fark
751 S Alhambra Ave
Alhambra, CA 91755
Good morning,
i have revised your April l, 2018 pricing to include Supreme 5w20 & 5w30 at the same price I feel you may one day switch over to the lower viscosity oils lrom 10w30.
Current pricing is guaranteed thru June 30, 2018 so you have time to review and Feel comfortable that we do not intend to raise the price unless there is a Manufacturer increase on Chevron/Havoline products. We will then send you a letter And a copy of all the companies in the industry that are adjusting pricing up or down.
I have included spec sheets for the city &. maint dept to review.
Oil sample kits are avail for testing & maint of city vehicles.
I look forward to a long relationship servicing your city vehicles and equipment at the City Yard and Fire Station #1. Supreme & Delo 400 meet or exceed most vehicle requirements.
I truly believe that Chevron products out-perform Safety Kleen Re-refined products That you have been using. This should cut back on the issue of,burning oil and extend your Oil change intervals depending on age & type of vehicles.
Pls let me know if there is an¡hing else you need to present to the city for approval" SCF & Chevron offer "free" education meetings for your staff at your location if or when requested. Thank you
Der¿t¿ø E ht ¿u4a
SC Fuels
1800 W Katella Ave
Orange, CA 92863
310-722-3357
ISOCLFAI\
CERÏIFIËD
LUBRTCANTS
18ûû lV Kaieiia Ave, Sre. 40û P O Box 4159
Cr-ange, CA 92863 4159
;v'¡¡'urr. saf r¡els. cc |t
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Chevron v
Cnevnon SUPREME Moron On
sAE 5W-20, 5W-30, 10W-30, 10W-40, 20W-50, 30, 40
Pnooucr DescRrpnou
Premium automotive motor oil that protects against
deposit and sludge formation and provides excellent
wear protect¡on to critical engine parts,
CusroueR Ben¡rrrrs
Chevron Supreme Motor Oils deliver value through
' Excellent antiwear protect¡on
' Protection against thermal breakdown
' Clean engines and positive crankcase ventilation
systems resulting in minimal deposits under heavy
toad and stop-and-go driving conditions.
. Meets or exceeds warranty requirements of
car and light truck manufacturers relying on an ApI
SN, SM, SL or SJ service category motor oil.
' Energy Savíngs - API Resource Conserving
designation for SAE 5W-20, 5W-30 and 10W-30
grades
FenruRes
Chevron Supreme Motor Oils are premium quality
automotive engine oils.
All grades are formulated with high quality base stocks, and robust additive packages including shear-stable
viscosíty index improvers, detergents, dispersants,
anti-wear agents, corrosion inhibitors. antioxidants and foam inhibitors.
Their anti-wear additives provide excellent wear
protection of critical engine parts.
A high level of dispersancy in Chevron Supreme Motor
Oils protects aga¡nst deposit and sludge formation in
stop-and-go driving, sustained high temperalure
operation, and protects againsl corrosion.
Their excellent high temperature oxidation stability
helps prevent viscosity increase and oil gelling in the crankcase. They help keep PCV systems clean to
maintain smooth engine peformance.
Appucnuoils
Chevron Supreme Motor Oils are suitable for use in
four-stroke gasoline engines used in p¿ìssenger cars,
light trucks, powerboats, motorcycles, and other
mobile and stationary equipment. They are excellent
for high-revving engines in small cars and light trucks.
All grades are suitable for use in turbocharged engines.
They rnay also be suitable for use in natural gas
engines in small cars and l¡ght trucks after consulting with the appropr¡ate original equipment manufacturer's
lubrication recommendations.
SAE 5W-20 provides optimum fuel economy and
durable performance. This synthetic blend engine oil,
carrying the API Resource Conserving designation, is
suitable for use in domestic and ¡mport passenger cðrs, trucks and SUVs specifying this viscosity grade.
SAE 5W-30 is recommended by the majority of later
model domestic and import passenger cars, trucks and
SUVs under a wider variety of weather conditions. This
synthetic blend engine oil provides excellent cold
weather performance and carries the API Resource
Conserving designation.
SAE 1OW-3O is suitable for use in many older
vehicles and a few late model cars and trucks, often
those with larger 6-cylinder and V-8 and/or high
performance engines. SAE 10W-30 is also designated
as a Resource Conserving lubricant by APL
SAE 10W-40 is still a very popular viscosity grade in
warmer climates, though it is not recommended by
most auto manufacturers for their late model North
American vehicles. It is often used in older model cars that see regular high temperature operation.
Product(s) manufactured ín the USA.
Always confirm that the product selected ¡s consistent with ihe original equipment manufactureris recommendation for the equípment operatin g conditions and customer's maintenance praclices, A Chevron company product 19 November 2015
PCMO-20
O 2007-2015 Chevron U,S.A. Inc, Ali rights reserved.
Chevron and the Chevron Hallrnark are trademarks owned by Chevron Intellectual Propefty LLC. All other trademarks are property of their respective owners.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Chevron Suprerne Motor Oil - Continued
SAÊ 20W-50 is suitable primarily for older engines
for use in high temperature and heavy duty operations
such as towing heavy trailers at highway speeds or up
inclines for long periods of time. It is commonly used in high performance engines for racing and rallying.
Chevron Supreme Motor Oils SAE 30 and SAE 40 can
be used in engine applications where an SAE 30 or SAE
40 passenger car motor oil of APi SN or any previous
"S" category is recommended. They perform
exceptlonally well ln small four-stroke englnes found in lawn mowers, garden tractors, snow blowers, and in
refriqeration or air-conditioning engines on trucks and buses.
Itlole: AIr¡ravq concrrlt vo¡rr ownprt m¡nrral rcnardinn viscosity grade for your application.
Chevron Supreme Motor Oils meet:
" API Service Categories
_SN
- SM, SL, SJ and all previous API "S" categories
- Resource Consenring for API SN (SAË 5ìrV-20,
5W-30, 10W-30)
-
Il CÅC GF-q lqÂF qì,ì/-?n qVì/-?n lnml-?n\
n manufacturerso perfonnnance requirernents
- FCA US LLC (formerly known as Chrysler Group
LLC)
MS-6395 (SAE 5W-20, 5W-30, 10W-30)
_ FIAT
o c((?q-ao-r tc^tr Êì^¡_21ì\ vr\ ¡ tJ^L J 1t JW t
- Ford
wss-M2c945-A (SAE sW-20)
wss-M2c946-A (SAE 5W-30)
- General Motors
GM 6094M (SAE 5W-20, 5W-30, 10W-30)
Tvprcm Trsr Dnrn
SAE Grade
Minor variations in product typical test data are to be expected ín normal manufacturing Always confirm that lhe product selected ¡s cons¡stent with the or¡ginal equipment manufacturer's recommendation tor the equipment operating condit¡ons and customer's ma¡ntenance pract¡ces. 19 November 2015
PCMO-20
2-26
5W-20 SVrr-30 !,ow-30 !,0w-40
Product Number 220t35
17483
220013
17483
220155
17483
220059
SDS Nuntbe¡ 6717
API Gravity 32.4 32.6 30,5 30.4
Viscosity, Kinematic
cSt at 40oC
cSt at 100oC
49.3 8.4
63.1 t0.2
68.4 10,3
L02.2
t4.7
Viscosity, Cold Crank, -7s164 oC/Poise -30/60 -30/s8 -25/62 Viscosity Index
Ét-^L ñ^:-r ô^/ôr\ rrd5r r rut¡rL, \-t - r,l
t46 1.57 L37 148
> 200(392) > ¿uu\Ja¿l > 200(392) > zu)(+ul.,
Pour Poínt, oC(oF) -36(-33) -36(-33) -36(-33) -30(-22)
Ê' ¡l€rtsal ¡h .¡¡r O/^ JUTIULLU ñJrrr rVr /U v,a
Base Number, ASTM D2896 8.4 8.4 8.4 8.5
Phosphorus, wt 7o 0.076 0.076 0.076 a.077
Zinc, wt o/o 0.085 0.085 0.085 0.088
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Chevron Supreme Þlotor Oil - Continued
SAE 2OW-50 is suitable primarily for older engines
for use in high temperature and heavy duty operations
such as towing heavy lrailers at highway speeds or up
inclínes for long periods ol time. It is commonly used in high performance engines for racing and rallying.
Chevron Supreme Motor Oils SAE 30 and SAE 40 can
be used in engine applications where an SAE 30 or SAE
40 passenger car motor oil of API SN or any previous
"S" category is recommended. They perform
exceptionally well in small four-stroke engines found in lawn mowers, garden Lractors, snow blowers, and in
refrigeration or air-condiLioning engines on trucks and buses.
Note; Always consult your owner's manual regarding
viscosity grade for your application.
Chevron Supreme Motor Oils meet:
" API Servíce Categories
_SN
- SM, SL, SJ and all previous API "S" categories * Resource Conserving for API SN (SAE 5W-20, 5W-30, 10W-30)
- ILSAC GF-5 (SAE 5W-20, 5W-30, l0W-30)
n manufacturçrs' perforrnance requirements
- FCA US l-LC (formerly known as Chrysler Group
LLC)
MS-6395 (SAE 5W-20, 5W-30, 10W-30)
_ FIAT
9.5s53s-CR-1 (sAE 5W-30)
- Ford
wss-M2c945-A (SAE sW-20)
wss-M2c946-A (sAE 5W-30)
- Gencral Motors
GM 6094M (SAE 5W-20,5W-30, 10W-30)
Tvp¡cn¡. Tesr Dlrn
Minor variations in product typ¡cðl test data are to be expected in normal manufacturing.
Always confirm that the product selected ¡s consistent wíth the original equ¡pment manufacturer's recommendôtion for the equipment operating conditions and customer's maintenance practices. 19 November 2015
PCMO-20
SÀE Gradc 5W-20 5W-30 1orfl-30 10w-40
Product Number 224ß5 2204ß 22015s 220459
SDS Number 17483 17483 17483 6717
API Gravity 32.4 32.6 30.5 30.4
Viscoslly, Kinemat¡c
cSt at 40oC
cSt at 100oC
49.3 8.4
63.1 LA.2
68.4 10,3
ß2.2
t4.7
Viscosity, Cold Crank, oClPoise -30/60 -301s8 -25/62 -25/64 Viscosity Index t46 157 L37 r48
Flash Point, oC(oF) > 200(392) > 200(392) > 200(392) > 20s(401) Pour Point, oC(oF) -36(-33) -36(-33) -36(-33) -30(-22)
Sulfated Ash, wt o/o 0.9 0,9 0.9 0.9
Base Numbeç ASTM D2896 8.4 8.4 8,4 8.5
Phosphorus, wt o/o 0.076 0,076 0.076 a.a77
Zinc, wt o/o 0.085 0.085 0.085 0.088
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Chevron Supreme Motor Oil - Continued
SAE Grade 20w-50 30 40
Praduct Number 224060 220002 220011
SDS /Vumber 671.7 6717 6717
API Gravity 29.4 29.3 28,8
Viscosity, Kinemat¡c
cSt at 40oC
cSt at 100oC
7s7.8
L7.3
B8.B
1 1..0
t27.r
13.8 Viscosíty, Cold Crank, oClPoise -l.s/7s
Viscosity Index 119 107 LA7
Flash Point, oc(oF) > 205(401) > 205(401) > 205(401)
Pour Point, oC(oF) -24(-Lt) -30(-22\ -30(-22)
Sulfated Ash, wÈ o/o 0.9 0.9 0.9
Base Numbeç ASTlt4 D2896 8.5 8.5 8.5
Phosphorus, wt o/o 0,077 0.077 0.477
Zinc, wto/o 0,088 0.088 0.088
TvprcRl- TEsr Dnra
M¡nor vðriations in product typical test data are to be expecled in normal manufacturing.
Always confirm that the product selecled ¡s consistent with the original equipment manufacturer's recommendation for the equipment operating condit¡ons and customer's mðintenance practices. 19 November 2015
PCMO-20
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Chevron v
Hnvour,¡E@ PnoDS@ Fuu- Svr,lrmerrc Moron, Oru
sAE 0w-20, 5w-20, 5w-30, 10w-30
Pnooucr Desen¡puou
Havoline@ ProDS@ Full Synthetic Motor Oil provides
outstandi n g protect¡on for grueling stop-and-go
driving, extended oil drain intervals, heavy loads and
for vehicles with turl¡o uhargers and L[rose Lhal require a synthetic motor oil,
FrEruRrs
Havotine proDS Fuil Synrhetic dffP,gffiå{iåf,t r'
Motor Oil with Deposit Shield@
technology is specially engineered
for the highest level of protection demanded by highperformance engines. It exhibits outstanding protectron agarnst heat, pressure, corrosron, acid,
abrasion - all the things that can prematurely age
today's smallel higher output engines.
Havoline ProDS Full Synthetic Motor Oil with Deposit
Shield technology mcets or exceeds the requirements
of APt 5N Resource Conserving and ILSAC GF-s. It
provides:
n Outstanding protection against wearl
e Outstanding proteclion àgainst sludge and deposits
to keep your engine clean2
¡ Outstanding protection against piston varnish in the
industryt toughest high-temperature stress test3
" Improved fuel economya
' Improved thermal stability for smaller and hotter
ennincc -.',...--
1 Demonstrated in the Sequence IVA Wear fest for SAE
0W"2t, 5W-20, 10W-30, and in the PeugeolTU3M Pad
Wear Performance parameter for 5W-30, 2 Demonstrâted in the Sequence VG Tesf for SAE 0W-20, 5W-20, 10W-30, and in the Sequence VG Rocker Cover
Sludge Performance for 5W-30: 3 Demonslrated in the GM GMOD oxidat¡on test for SAE 0W-20 and 5W-30.
4 Demonstrated ¡n ¡ndustry standard Sequence VID test
for SAE 0W-20 and 5W-30, and in API SN Resource
Conserving and ILSAC GF-5 for SAE 5W-20 and 10W30.
n Excellent degradation control for long automakerrecommended oil change intervals o [xtremely fast lubrication during start up
n Outstanding results in latest industry test for
preventing engine super knocks
SAE 0W-20 is licensed under
the dexoslrM Gen 2
specification6 (License no.
Dl0Z16cL089). It is recommended for use in FCA,
Ford, GM, Honda, Mazda, Mitsubishi, Nissan and
Toyota enEines for either SAE 0W-20 or SAE 5W-20
applications. It can increase engine efficiency and
improve fuel economy up to 2olo compared with
othcr common lubric¡nt gradcs ond providcs
excellent engine protection in applications
recommending SAE 0ìV-20 or 5W-20 motor oils.7
5AË 5W-?0 ts recomrnended for use rn Acura,
Chrysler, FCA, Ford, Honda and Mazda engines where
an SAh SW-IU v¡scosrty grade rs specrfred, lt provrdes
exceptional performance in extreme cold
temperatures.
SAE 5W-30 is licensed under
the dexosl Gen 2
speclflcatlon (License no.
D10168GJ089). it is recommended for Acura, Chrysler,
FCA, Ford, GM, Honda, Mazda, Nissan and Toyota
englnes calling for this grade, It provides exceptional performance in extreme cold temperatures.
SAË l0W-30 provides good performance in a wide
variety of weather conditions in the most popular
viscosity grade. It is an ideal choice for legacy engines calling for this SAE viscosity grade,
5 Demonstrated in the GM SPI Pre-fgnit¡on Ïest for SAE
5W-30.
6 dexosl ¡s a reg¡stered trademark 0f General Motors
LLC.
7 Actuai savinqs ôre dependent upon vehiclelengine type, outside temperalure, dr¡ving conditìons, and your
current engine oll viscos¡ty.
E'4p¿ççn"
ZellRw'ffi'
Product(s) manufactured in the USA and Colombia.
Always confirm that the product selecled ¡s cons¡stent with the orig¡nal equipmenl manufacturer's recommendation for lhe equipment cperating conditions and customer's maintenance prac[ices.
A Chevron company product 1 June 2017
PCMO-90
ø 2007-2011 Chevron U.S.A. Inc. All rights reserved.
Chevron, the Chevron Hallmark, Havoline, ProDS and Deposit Shield are trademarks owned by Chevron Intellectual Property LLC, All other trademarks are property of their respectrve owners, ,-n
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Cheuron v
HnvouilE@ PnoDS@ Fuu- Svrlrurrrc iloroR Oll
sAE 0w-20, 5ut-20, 5w-30, 10w-30
Pnooucr Dsscn¡prron¡
Havoline@ ProDS@ Full Synthetic Motor Oil provides
outstanding protection for grueling stop-and-go
driving, extended oil drain intervals, heavy loads and
ior vehicles with turbo chargers and those that require a synthetic motor oil.
Feltunes
l-lavotine proDS Fultsynthetic ffw#&El,tto'
Motor Oil with DeDos¡t Shield@
technology is specially engineered
for the highest level of protection demanded by highperlormance engines. It exhibits outstanding protect¡on ðgainst heat, pressure, corrosion, acid,
abrasion - all the ihings that can prernaturely age
today's smaller, higher output engines.
Havoline ProDS Full Synthet¡c Motsr Oil with Deposit
Shield technology meets or exceeds the requirements
of API SN Resource Conserving and ILSAC GF-s. It
provides:
. 0utstanding protection against wearl
¡ Outstanding protection against sludge and deposits
to keep your engine clean2
" Outstanding protectíon against piston varnish in the
industry's toug hest h i g h-temperatu re stress test3
' Improved fuel economya
' Improved thermal stability for smaller and hotter
engínes
I Demonstrated in the Sequence IVA Wea¡ lest for SAE
0W-20, 5W-¿0. 10W-30, and in the Peuoeot TU3M Pad
Wear Performance paømeter for 5W-30, 2 Demonstrated in lhe Sequence VG Test for SAE 0W-20, 5W-20, 10W-30, ând ¡n the Sequence VG Rocker Cover
Sludge Performance for 5W-30: 3 Demoñstrated in the GM GMOD oxidat¡on test for SAE 0W-20 and 5W-30, 4 Demonstrated ¡n industry standard Sequence VID test for SAE 0W-20 and 5!t/-30, and ln API SN Resource
Conserving and ILSAC GF 5 for SAE 5W-20 and 10W30.
' Excellent degradation control for long automakerrecommended oil change intervals c Extremely fast lubrication during start up
¡ Outstanding results in latest industry test for
preventing engine super knocks
sAE 0llr"20 is licensed under
the dexoslïM Gen 2
specification6 (License no.
D1CI216c1089). It is recommended for use in FCA,
Ford, 6M, Honda, Mazda, Mitsubishi, Nissan and
Toyota engines for either SAE 0W-20 or SAE 5W-20
applicalions. It can increase engine efficiency and
improve fuel economy up to 2olo compared with
other common lubricant grades and provides
excellent engine protection in applications
recommending SAE 0W-20 or 5W-20 motor oils,7
SÂE sUr-?O is recomrnended for use in Acura,
Chrysleç FCA, Ford, Honda and Mazda engines where
an SAE 5W-20 viscosity grade is specified. It provides
exceptional performance in extreme cold
temperdtures.
SAE 5W-30 is licensed under
the dexosl Gen 2
specification (License no.
D10168GJ089). It is recommended for Acura, Chrysler,
FCA, Ford, GM, Honda, Mazda, Nissan and Toyota
engines calling for this grade. It provides exceptional performance in extreme cold temperatures.
SAE !.0W-30 provides good performance in a wide
variety of weather conditions ¡n the most popular
viscosity grade, It is an ideal choice for legacy engines calling for this SAE viscosity grade.
5 Demonstrôted in the GM sPl Pre-lgn¡tion Test fo¡ SAE
5W-30. 6 dexosl is a registered trirdemðrk of General Motors Ltc. 7 Actual sav¡ngs are dependenl upon vehicle/engine type, 0utside lemperature, driving conditions, and your
cuffent engine o¡l viscosity.
Effim'
Ødmç"
Product(s) manufactured in the USA and Colombia.
Always confirm that the product selecled ¡s consistent with the original equipment manufadurer's recommendation for the equipment cperaling condilions and customer's maintenance pracl¡ces, A Chcvron company product 1 lune 2017
PCMO-90
@ 2407-20L7 Chevron U.S.A. Inc. All rights reserved.
Chevron, ihe Chevron Hallmark, Havoline, ProDS and Deposit Shield are trademârks owned by Chevron Intellectual Property LLC.
All other trademarks are property of their respective owners.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Havoline@ ProÞS@ Full Synthetic Motor O¡l - Continued
Appr¡carroh¡s
Havoline@ ProDS@ Full Synthetic Motor Oil with Deposit
Shield@ technology is engineered for use in:
n Advanced engines with turbochargers, gasoline
direct injection, and high power density
n Extreme hot or cold climate conditions
¡ Most domestic and import passenger cars, pickup
trucks, SUVs and working vans
o New and older vehicles
Appnov¡ts AND Sprcrrrcnrrorus
Meets or exceeds the follow¡ng OEM specifications and
industry standards:
0W-20 dexosLÏM Generation 2 License No. D10216G1089. 5W-30 dexosl Generation 2 License No. D10168GJ089.
Always confirm that the producl selected is consistent with the original equipment manufacturer's recommendation for the equipment operat¡ng condilions and customer's maintenance practices, 1 June 2017
PCMO-90
SAE Grade 0w-20 5W-20 5W-30 t0w-30
Acura/Honda HTO-06 X
API SN/RC X X X X
ILSAC GF-s X X X X
Chrysler MS-6395 X X X X
Fiat 9.55535-CR-1 X X X X
Ford WSS-M2C945-A X
Ford WSS-M2C946-A X
Ford WSS-M2C947-A X
GM dexosl Generation 2a Zolffix,ffi
GM4718M X X
GM6O94M X X X X
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Havoline@ ProDS@ Full Synthetic Motor Oil - Continued
SAE Grade ow-20 5W-20 5W-30 10w-30
Product Number 223506 223727 223507 223505
SDS(MSDS Number
USA
Canada
Mexico
Colombia
44188
441e9
44194
44191
44188
441.89
44190
44191
44188
44189
44194
44191
44188
44t89
44190
44191
Density at 15oC, kglL 0.85 0^85 0,85 0.85
Viscosity, Kinematic
cSt at 40oC
cSt at 100"C
42.3 8.2
46.6 8.5
62. t
I0.7
62.3 ta.2
Viscosity, Cold Crank, oClPoise -35/4900 -30/3700 -30/3900 -25l3680 Viscosity Index 172 L75 165 152
Pour Poinl, oC(oF) -40(-40) -41(-42\ -4s(-4e) -3e(-38)
Volatility, NOACK, 250oC, I h
Evaporation Loss, o/o 12.L 11 12,3 10
Phosphorus, wt oô 0.076 0.076 0.076 0.076
Zinc, wt o/o 0.089 0.089 0,089 0,089
Tvprcn¡- Trsr Dern
Minor variations in product typ¡cal test data are to be expected in normal manufacturing, Ïo find the right Chevron llavoline product for your vehicles, please consult www.Havulirre.conr tu firrtl [lre riglrl nrotor'ü¡l using our Product Selector tool.
Always confirm that the product selected is consistent with the original equipment manufacturer's recommendation for the equipment operating conditions and customer's maintenance practices. 1 lune 2017
. PCMO-go
2-t1
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Havoline@ ProDS@ Full Synthetic Motor Oil - Continued
SAE Grade ow-20 5W-20 5W-30 10w-30
Product Number 2235t6 223727 223507 223505
SDS(MSDS Number
USA
Canada
Mexico
Colombia
44188
44189
44190
44191
44188
44189
44194
44191
441.88
44189
44190
44191
44188
44189
44190
44191
Denslty at 15oC, kglL 0.85 0.85 t.85 0.85
Viscosity, Kinematic
cSt at 40oC
cSt at 100oC
42.3 8.2
46,6
8.5 62
10 1
7 62.3
10.2 Viscosity, Cold Crank, oClPoise -3514900 -30/37AA -3013900 -251368t Viscosity Index L72 ï75 165 152
Pour Point, oC(ôF) -40(-40) -41(-42) -4s(-4e) -3e(-38)
Volatility, NOACK, 250oC, L h
Evaporation Loss, o/o L2.L 11 12.3 10
Phosphorus, wt 7o 0.076 0.076 0.076 0.076
7inc, wt o/o 0.089 0,089 0,089 0.089
Tvprcru T¡sr Dmt
Minor variations in product typical test data are to be expected in normaf manufacturing.
Io find the right Chevron Havoline product for your- vehicles, please consult www.Havoline.com tc find the right motor oil using our Product Selector tool.
Always confirm that the produci selected is consistent with lhe original equipment manufacturer's recommendation for the equiprnent operating conditions and customer's maintenance practices. 1 June 2017
PCMO-90
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Chevron v
D¡lo@ 4oo sDE
sAE 15W-40
n¡ffi[¡tÐffitÐft*ÇD&r
PRooucr Drscnrprron
"Delo. Let's go further,0"
and engine models. Suitable for use in four-stroke
gasoline and naturally aspirated, turbocharged and
modern electronically controlled/low emission diesel
engines calling for an SAE 15W-40 heavy duty motor
oil. Allows users with a wide mix of engine brands to
enjoy simplified inventory and dispensing systems
that may contribute to saving money, space and
handling time.
r Warranty Plus Frotection - Bumper-to-bumper
warranty protection from the engine to the drive
train, Payment for Chevron lubricant-related
damage to your equipment, including parts and
labor,l Problem resolution and technical advice from
Chevron's lubrication experts.
r Access to Chevront Lubrication and
Industry Knowledge - Helps maximize your
bottom line business results.
Delo@ 400 SDE SAE 15w-40 with ISoSyN@ Advanced
Technology is a heavy duty engine oil recommended
for naturally aspiraled and turbocharged four-stroke
diesel engines and four-stroke gasoline engines in
which the APi CK-4 or SN service category and SAE
15W-40 viscosity grade are recommended. Delo 400
SDE 15W-40 is also backwards compatible with diesel
engines in which the API CJ-4, Cl-4, CI-4 Plus and CH4 service categories are recommended.
Cusromen Beilerns
Delo 400 SDE SAE 15W-40 with ISOSYN Advanced
ïechnology is an API CK-4 heavy duty engine oil
specifically formulated for 2Al7 greenhouse gas (GHG
17) compliant diesel engines designed to meet lower
CO2 emissions and improved fuel economy, in addition
to EPA 2010 compliant low emission diesel engines
with Selective Catalytic Reduction (SCR), Diesel
Particulate Filter (DPF) and Exhaust Gas Recirculation
(EGR) systems. It is fully compatible with previous
engine models and previous API Oil Service Categories.
It delivers value through:
. Minimized Operating Costs- Exceptional soot
dispersancy and wear control. Cylinders, pistons,
rings, and valve train components are well protected
against wear and corrosion, providing optimum
service life and minimal maintenance. Contributes to
maximum vehicle utilization and minimal downtime.
. Exccllent Emission Control System Lifc -
Provides optimum Diesel Particulate Filter (DPF) life
for minimal downtime and cleaning, thus managing
your maintenance costs.
. Managed Inventory Costs - Backward
compatible with previous API Oil Service Categories
Fenrunes
Delo 400 SDE SAE 15W-40 with
ISOSYN Advanced Technology is
a super premium quality
conventional engine oil which exceeds industry and
en g ine ma n ufactu rers' performance req uirements. It is the most recommended OEM viscosity grade for overthe-road and off-highway diesel engines, It is formulated using the most advanced additive
technology to provide outstanding protection for onand off-highway applications, including GHG 17 and EPA 2010 complíant engines of on-highway diesel
trucks burning Ultra Low Sulfur Diesel (ULSD), as well
as 2014 compliant engines for off-highway vehicle
diesel engines.
lsOS9n
ADVANCED
lECHNOLOGY'
1 See Warranty Plus for details and restrictions.
Product(s) manufactured in the USA and Colombia.
Always confirm that the product selected is consistent wilh the original equipment manufacturer's recommendation for the equipment operating conditions and customer's ma¡ntenance practices, A Chevron company product 1 December 2017
HDMO-28
O 2009-2017 Chevron U.S.A, Inc, All rights reserved.
Chevron, the Chevron Hallmark, Delo, Delo. Let's g0 further,, ISOSYN and the ISOSYN logo are trademarks owned by Chevron Intellectual Propefty LLC. All other trademarks are property of their respective owners.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Delo@ 40O SDE *"Continued
Today, Deloo 400 sDE sAE i5W-40 with ISOSyN@
Advanced Technology meets the most stringent EGR
soot control requirements.
Delo 400 SDE SAE i5W"40 wrth ISOSYN Advanced
Technology has bee¡r specifically desigrred tc¡ meet the demands of EGR and SCR engines. it ís formulaled to
comply with passenger car requirements where API SN
perfornrance standard and SAE 15W-40 viscosity grade
are acceptable, and when maximt¡nr 800 ¡rpnr
phosphorous is specified,
Delo 400 SDE SAE 15W-40 is formulated with ISOSYN
Advanced Technology, which is the combination of
Chevron's industry leading formulating expertise with
unique, high performance additive chemistry to help
extend the durability of your critical diesel engine
Pd r 15,
trsosvru Aovnn¡cro Trcnuolocv
ISOSYN Advanced Technology is the combination of
Chêvron's outstanding formrrlaling expedise, rrniqne
high performance additive chemistry and premíum
base oils that helps extend the durability of critical
diesel engine parts.
Delo 400 products formulated with ISOSYN Advanced
Technology can provide improved enqine lnngevity,
extended oil drain performance, and excellent diesel
component parts protection, helping to extend vehicle
life and minimize total cost of ownership when
compared with previous ç¡eneration Chevron HDMO
formulations,
ISOSYN Advanced Technology benefits customers by
helping to provide:
" Up to 35% improved oil oxidation control*
" Up to 680/o improved wear protection*
o Up to 64% improved oiston deposit control*
*Results will vary based on the particular Delo
400 product. operating condìtions, and engine
types, Always follow OEM recommendations and
utilize used oil analysis testing when extend¡ng
oil drain intervals,
consumpt¡on, Its high level of ashless dispersants keep fuel soot in suspension and help avoid filter plugging, heavy cylinder head sludge, abrasive polishing weaç
high viscosity increase, and oil gelling. These problems can result in excessive engine wear and bearing failure on startup, without prior indication to the operator.
Specially selected oxidation inhibitors control oxidation, sludge, and undue thickening during oil drain periods.
Dclo 400 SDE SAE 15W 40's uniquc rntiwcar odditivc
prolecls against valve train wear and scuffing of highly loaded pafts operating under boundary lubrication. A
specially selected viscosity index improver ensures
easy flow at low temperatures and excellent film
protection in hot engine areas.
The combination of premium dispersant additives and
ISOSYN Advanced Technology allows Delo 400 SDE
SAE 15W-40 to effectively disperse soot and keep it in
suspension. This minimizes the rísk of valve train wear, lever polishing, and filter pluggin9.
Appucnuous
Delo 400 SDE SAE 15W-40 with ISOSYN Advanced
Technology is a mixed fleet motor oil recommended for
rratu rally aspirated a ncl [ur l.rocha rged fou r-stroke diesel engines and four-stroke gasoline enqines in urhich the
API CK-4 or SN service caLegory arrd SAE 15W-40
viscosity grade are recornmended. It is formulated for
engines operating under severe service and a wide
ranqe of climatic conditions.
Delo 400 SDE SAE 15W-40 with ISOSYN Advanced
Technology is excellent for use in new advanced
engines developed to meet the latest emissions and
reliahility standards and in engines equipped with
features like four-valve heads, super-charging, turbocharging, direct injection, shorter piston crowns, higher power density, intercooling, full electronic management af f¡ ¡¿l rn¡l ami¡eian¡ Fv¡f^B- avhr¡ r¡t ¡nla¡F;r¡a 9r ruçr urru !rtrtJJrvtrJ JyJLçtrtJt 9^trqUJl Jç¡lgL¡vL catalytic reduction, exhaust gas recírcularion, and
exhaust particulate filters,
Il is formulated for exceptional perlormance with ultra low sulfur diesel and low sulfur diesel fuels.
This producl is recommended for use in today's most
modern off-highway engines including those adapted
for current emissions standards in construction,
agriculture, mining, and marine applications
Funcrrons
Delo 400 SDE SAE 15W-40 with ISOSYN Advanced
Technology helps keep rings clean and free for
maximum combustion pressure and minimal wear. Delo
400 SDE SAE 15W-40 minimizes valve and piston
crown land deposits, thereby maintaining minimal oil
Always confirm that the product selected is consistent with the or¡ginal equ¡pment manufacturer's recommendation forthe equipment operating conditions and customer's maintenance practices, 1 December 2017
HDMO.28
1- 16
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Delo@ 4OO SDE - Conrinued
Today, Deloo 400 SDE SAE 15W-40 with ISOSyN@
Advanced Technology meets the most stringent EGR
soot control requi rements.
Delo 400 SDE SAE 15W-40 with ISOSYN Advanced
Technology has been specifically designed to meet the
demands of EGR and SCR engines. It is formulated to
comply with passenger car requirements where API SN
performance slandard and SAÊ 15W-40 viscosity grade
are acceptable, and when maximum 800 ppm
phosphorous is specified.
Delo 400 SDE SAE 15W-40 is formulated with ISOSYN
Advanced Technology, which is the cornbination of
Chevron's índustry leading formulating experlise with
unique, high performance additive chemistry to help
extend the durability of your critical diesel engine
pa rts.
Isosvu Aovnrcen Tecxn¡olocv
ISOSYN Advanced Technology is the combination of
Chêvron's outstanding formulating expertise, unique
high performance additive chemistry and premium
base oils that helps extend the durability of critical
diesel engine parts.
Delo 400 products formulated with ISOSYN Advanced
Technology can provide improved engine longevity,
extended oil drain performance, and excellent diesel
component parts protection, helping to extend vehicle
life and minimize total cost of ownership when
compared with previous generation Chevron HDMO
formulations.
ISOSYN Advanced Technology benefits customers by
helping to provide;
' Up to 350/o improved oil oxidation control*
n Up to 680/o improved wear protection*
o Up to 640/o improved piston deposit control*
*Results will vary based on the partícular Delo
400 product, operating conditions, and engine
types. Always follow OEM recommendations and
utilize used oil analysis testing when extending
oil drain intervals.
consumpt¡on, Its high level of ashless dispersants keep fuel soot in suspension and help avoid filter plugging, heavy cylinder head sludge, abrasive polishing weaç
high viscosity increase, and oil gelling. These problems can result in excessive engine wear and bearing failure on startup, without prior indication lo the operator.
Specially selected oxidation inhibitors control oxidation, sludge, and undue lhickening during oil drain periods.
Delo 400 SDE SAE 15W-40's unique antiwear additive
protects against valve train wear and scuffing ol highly loaded pafts operating under boundary lubrication. A
specially selected viscosity index improver ensures
easy flow at low temperatures and excellent filrn
protection in hot engine areas,
The combination of premium dispersant additives and
ISOSYN Advanced Technology allows Delo 400 SÐE
SAE 15W-40 to effectively disperse soot and keep it in
suspension. This minimizes the risk of valve Lrain wear, lever polishing, and filter plugging,
AppucnuoNs
Delo 400 SDE SAE 15W-40 with ISOSYN Advanced
Technology is a mixed fleet motor oil recommended for
naturally aspirated and turbocharged four-stroke diesel engines and four-stroke gasoline engines in which the
APi CK-4 or SN service category and SAE f5W-40
viscosity grade are recommended. It is formulated for
engines operating under severe service and a wide
range of clirnatic conditions.
Delo 400 SDE SAE 15W-40 with ISOSYN Advanced
Technology is excellent lor use in new advanced
engines developed to meet the latest emissions and
reliability standards and in engines equipped with
features like four-valve heads, super-charging, turbocharging, direct injection, shorter piston crowns, higher power density, intercooling, full electronic management of fuel and emissions systems, exhaust selective
catalytic reduction, exhaust gas recirculation, and
exhaust particulate filters.
il is formulated for exceptional performance with ultra low sulfur diesel and low sulfur diesel fuels,
This product is recommended for use in today's most
modeÍn off-highway engines including those adapted
for current emissions standards in construction,
agriculture, mining, and marine applications
Fuxcrrons
Delo 400 SDE SAE 15W-40 with ISOSYN Advanced
Technology helps keep rings clean And free for
maximum combustion pressure and mínimal wear. Delo
400 SDE SAE 15W-40 minimizes valve and piston
crown land deposits, thereby maintaining rninimal oil
Always confirm lhat lhe product selected is consistent with the original equipment manufasturer's recommendation for the equipment operating conditions and customer's maintenance practices. 1 December 2017
HDMO-28
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
lqut -*
0000251_ SP -co1 -P00251-l
City of Monterey Park
its Officers, Officials, Employees and Volunteers
320 West Newmark Avenue
Monterey Park, CA 91754
0643
ffi
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
CERTIFICATE OF LIABILITY INSURANCE DATE {MM/DD/YYYY)
10t26t2017
THIS CERT¡FICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. ¡f SUBROGATION lS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER
ttlarsh Risk & lnsurance Seliæs
17901 Von Karman Avenue, Suite 1 100
(949) 399-5800; License #0437153
lrvine, CA 92614
999999-STND-GAWU-1 7-1 I
PHONE FAX lÂlc- Nol:
INSURERf SI AFFORDING COVERAGE NAIC #
rNsuRER A : Federated Service lnsurance Company 28304
INSURED
Southern Counties Oil Co., A CA LP
Southern Counties Lubr¡cants, LLC,
Cardlock Fuels System, lnc.
dba SC Fuels, dba Canyon State Oil
P.0. Box 4159
Orange, CA 92863-4159
tNsuRER B : lnsurance Comoany 0f The West
INSURER C :
27847
INSURER D:
INSURER E:
INSURER F :
COVERAGES L0s-00221 881 6-20 REVIS]ON NUMBER: 2B
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWTHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WTH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
PôI ICY NIIMBER
POLICY EFF tMurDnmwt POLICY EXP
TYPE OF INSURANCE f MM'DfI/YYYYI LIMITS
EACH OCCURRÊNCE $ 1,000,000
PR $ 100,000
MED EXP lAnv one oersonl Excluded $
PERSONAL & ADV INJURY 1,000,000 $
2,000,000 GENERAL AGGREGATE $
PRODUCTS - COMP/OP AGG 2,000,000 $
$
A COMMERCIAL GENERAL LIABILITY X 9170666 11t01t2017 11t01t2018 X
LIMIT PER: ELOC PROJECT
X
CLAIMS.MADE OCCUR
$ 1,000,000
BODILY INJURY (Per person) ü
BODILY INJURY (Per aæ¡dent) ù
11t01t2017 11t01t2018
COMP/COLL DEDS: $ 1,000
A AUTOMOBILE LIABILITY
ANY AUTO
O\AJNED
AUTOS ONLY
HIRED
AUTOS ONLY
SCHEDULED
AUTOS
NON-O\A/NED
AUTOS ONLY
Auto Pollution
X X
X
X
9170666
25,000,000 X X EACH OCCURRENCE $
AGGREGATE 25,000,000 $
UIIllBRELLA LIAB
EXCESS LIAB
OCCUR
CLAIMS-MADE
11'Mt2018
E¡FTFNTIôN $
9170667 11t01t2017
DED
X Ptt{ I
STATIITF I
o tHFR
1,000,000 E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE 1,000,000 $
11t01t2018
E L DISEASE - POLICY LIMIT 1,000,000 $
N/A
wvE508499501 11tv'ilZv1t B WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANYPROPRI ETOR/PARTNERYEXECUTIVE
OFFICER/MEMBER EXCTUDED?
{Mandatory in NH}
lf yes, descr¡be under
DEScRIPTION OF OPERATIONS below
/N
DESCRIPTTON OF OPERAIIONS, LOCATIONS, VEHICLES (ACORD 101, Addit¡onal Rêmarks Schêduls, may bs åttachsd lf more space ¡E r€qu¡todl contÍibutory over any existing insuranæ and limited to liability arising out of the operations of the named insured and where required by written contract.
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WLL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
of Ma¡sh Risk & lnsurance Serv¡ces
Pâmela Petersen
C¡ty of Monterey Park
its Officers, Ofücials, Employees and Volunteers
320 West Newmark Avenue
Monterey Park, CA 91754
@ 1988-20f 6 ACORD CORPORATION. All rights reserved
ACORD 25 (2016/03) The AGORD name and logo are reg¡stered marks of AGORD Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
TI{I$ ENÞORSEMñNT CI{AN6ËS THË FOLICY. PLEA$Ë RËAÊ IT SANËFULLY.
ADÞITITNAL IN$UHËT BY CCINTRACT ENÐTRSEMËNT
This endarsement modìfies insurårìfls pruvided under tlis {olåauring BU$INH$$ AUÏü CÕVñäACË PÂRT
With respect to coverage provided by this endorsernent. the pr*visions al the Cov*rage fürnr apply uriiess msdì{isd by the endorsefirenl.
A. ì¡JHÕ l$ AN INSURËD fnr "baclily injury" nnd "property cianrage" liabiliiy is srnendecl to includs:
Any person or organiaaticn olher than a joint ventur*, far which yau have agreed by wriiien conlract tn proçurë bodily injury nr property darnage o'ailto" liability insurance arising out of *peratìsn of a covered "auto" with ynur permission. Hswever, lhis addìiíonci ìnsurance does nöt upply to:
{'l} Ths çwnsr ür ¿¡nytns else frûñt whom you hire or bc¡rrow a cavered ",rl¡t*". This excepti$r¡ d$es not apply if the covered "åuto" i* a "trailer" connected to a ccvered "åuts" yÕu awn. (2) Yuur "empl*y*e" if the covcred "äut$" ís owned by that "emplçyee" or €l mernber cf his *r her househalcl.
{3} $orneon* usittg å cÕvered "åutÕ" while he sr *he is warking in n t¡usiness o{ selling, servicing, repairing. parking or st*ring "aute¡s" unles* tfral. business is ynurs. {4} Anyon* other tlran your "emplayÊes", partnens {if you are a p*dn*rshìp}" nreml¡srs iif you are a limited liability cnnrpany), ur a l*ssee or borrower ür åny af their "en"iploye*s", y¡hila rnrving property tc sr from a covered "år:lo".
{5} A pafiner (if you are a partnership}, or a rnember {if you are a limited liability c*mpany} far a 'covered "ãulÕ" ov¡¡rcd by him nr her c¡r a member of hi* or her househoÌd.
B" Th* coverage extended to ãny additiçnal insured by this ëndürserïênl is limited ts, and subject t$ all terms condition*, and exclusions of the Ccverage Part tc¡ which ihis end$rsement is attached. ln addition, ûüveri¡gê *hxil not exceed thÊ t€nîs and condìtíons lhat are requireri by the terms of the w¡"ittæn agreement tc¡ add any insuned, or lo procure insurance" C. The limils cl insura¡lce appliuable to si¡ch insurance shall be the les*er nf the linrits requircd by tþe agreement betw*en the pafliæs, or the lirnits provided by this policy. n. Addiiianal çxclu*ions. The iñsurance alforded tc any per$ön or organieatisn aç an insçred under this endorserïent dces not apply:
1. TÕ "|Õss" which accurs priartalhe date *f y*urcontract wii.h such person orsrüanieati*nì
2. To 1Õ$s" arising aut $f the ssle negligence of any person or *rganí:ation that lvuuld nçl he an insr¡recl except fsr thís endcrsentsnt.
3. TÐ "lÕ$s" for any laased or rented 'oåutÕ" when the lesscr or his rr her ng*nt takes possession *l the lessed or rented "autc" r:r lire policy period ends, whichever çccurs first. lncludas c*pyrighled material of lnsursnce $ervices Offics. lnc" rr¡íth its perrrissinn. çA-F-1ä? {t3-ü3} Policy Number: 9l?tÈ66 Transactiçn Ëffective tats; 11,/üt1t01z Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
PÕLICY NUMBER: 917ü666
A" $ecti$n ll - Whc ls An lnsured is anrended ta
inclL¡de as an aelditioral insured the persrnis) or
r:rganizaticnis) shown ìn the Schedule, bul only
wìtli re specl ta liability for "bcdily injury",
"prop*rty dämâge" ür "persünål and aclvertising
ìnjury" cauced, in v¿hsle nr ín part, hy yoxr acts or
smissians or the acts or omissians af thcse acting
$n your behalf:
l. ln the perfoririånce of your ongcing operations;
0r
2, ln conneclian with your premitas owned by r:r
rented lc you.
H*wever:
1, The ins¡,rrance alfarded la such adclitionnl
insursd only applies t$ lire e;ctent permitted hy
law; and
2. lf coverage provided to the additional in*ure¿l
ir required by a c*ntract or agraernent, the
insurance affordad to such ¿dditisnal insured
v¡ill nnt be broader thnn that which ynu are
required by the contract or agreernent ln
provide l$r suclr additional insurçcl.
CSMMËRCIAL GäþIËRAL I-IABILITY
tG ?0 2ô 04 ls
THIS ENNCIR$ËMËNT ÜHANGES THË POLITY. PLEAüE RËÅO IT C.ARËFULLY.
ADDITIONAL INSURET¡ - DESIGNATED
FER$ON ÐR ORCANIZATION
This endorsenlent maiJifiep írisurance pr*vided under lhe following:' TOMMËRçIAL üTNHRAL LIAßILITY CTVËRAüË PART
SCHËDULË
B. With rænpeut tc the insurançe alfurdçd tc these
additional insureds, tl^cs follüwing is added to
$ectinn lll - Limits 0l lnsurance:
lT coverage pravided tu thu addítìonal insurad is
required by * contract t:r agre*rnenl, ths rnost wc
will pay sn behalf çf the sdcliti*nal insured is tlræ
ant*unt af insurance:
I. ReEuired by the canlract ar agreement; or
2. Available under the applicable Lìnriis cl
lnsurance shown in the Declar¡:tions;
r¡¡hichever ie las*.
This e¡ldtr$enlçnt shall nsL ìnçrease tha
applicabl* tirflits af lnsurance sh*wn in the
Ðeclaralions.
I lnsurance Ser,¡icçs üîfice, lnc., ?fl1f Page 1 af 1
Policy Nunbsr: glTlì666 TrÍ{n*¡ctíon Ëffective üâtê: n-0:-1017 Name Of ,{dditional Person{s} $r Organieation(s}:
ANY PËR$ON tË ÕRG/\N|íATION f OR WHI?M YOU ÀR[
PERFORftJIINç OPËF{ATIONS W{ËN YOU ,ANÜ SUüH
FËRSüN TR ÜRGANIAAïf]II HAVT AGREüü IN
WI"{ITING ¡N A TüNI"RACT ÕA AüRËËIIIËNT THAT SUTH
PËRSON $R ûRçÁNIZATION BË ADNËÐ AS AN
ADÐl]'ttNAL tþl$UR[ü.
DËSCR|pflON 0Ë l¡'IîËRE$T lF APPLIOABLET
lnf*rrnaii*n nsqi¡ired to cornpiets lhis Schedule, if not shct¡¡¡t above, will be shav¡n in the Þeclsrations. tG gü 26 04 13
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
TTMMËRÕIAL üËNËËAL LIABILITY
çff 20 01 04 t3
THIS ËNÞOR$ËIIENT CHANGËS THE POLITY, PLËASË READ IT frAREFIJLLY"
PRIMARY AND NONCONTRIBUTORY -
OTHER INSURANCE CONDITION
This *ndcrsenrent mosJifies incurance provided unrJer the following:
TOMMËRTIAL GËNËRAL LIASILITY T*VERAGË PÁRT
PRÛDUCT$ITÛMPLËTËÕ TPËRATIONS IIAäILITY COVËRAGË FART
The lollowing is adried tc the Other lnsurance
Canditian å$d supersedes ãny provision to the
*ontrary:
Primary And f,lon*sntrîbulory lnsurance
Thic insurance is primary to and will nst seek
conlribution fr<¡ln äny c¡ther in*urance
available to an additianal insurçd under your
policy provided ihai:
{1) Ttre addilieinal insured is a Named lnsui"ed
under such *ther ínsurance; and
{2} Ycu have agreæd in writing ín a contract
er âür€effiêni that thís insunance wçuld be
primary and wsuld nat seek contribution
fronr nny otfier insurance available ts the
addilianal insured^
Ø¡ lnsurance Servíce* Õffice, lnc., 301? pag€ I of I
CG 2ü CI'l 0¡l f3 Policy Numbcr: 917ü66ö Transactisn Ëlfective Däte:1Uü112û1? Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
CITY OF MONTEREY PARK
City Clerk's office
AGREEMENT COVER PAGE
lnsurance Update only
(attach insurance)
Amendments/Cha nge Orders
complete this cover page
Today's Date:
Originating Department & Contact Person:
City Council Approval Date (if applicable):
City Agreement No.:
Vendor Name:
Agreement Date:
Agreement Expiration Date
Agreement Amount:
Purpose of Agreement / Services Rendered
Business Entity search attached
Signature Authority verification attached .
A.M Best lnsurance Rating attached .
Department Head Approval
City Clerk Review:
City Manager Approval:
1110812016
Public Works/Mai ntenance Div/Tito Haes
10119116
nbs-ft
SOUTHERN COUNTIES OIL CO.,
1111116
06t30t21
$280,000.00 per year, total $840,000
Fuel Purchase
f ves
f,v.'
Yes No
No
No
t'
Agreement Type (choose one)
Service Agreement (2 pages)
Professional Services Agreement
Public Works Contract
Maintenance Agreement
Joint Powers/Memorandum of Agreement (MOU)
o¡.,e, Fuel Purchase Agreement
lnsurance Requirements & Period n and endi dates of
(Refer to lnsurance Matrix, Resolution No. 11750 for required insuronce coverage) [Z ceneral Liability lnsurance M worr"rs Compensation
E&O/Professional I nsu rance Other
Automobile lnsurance None (Needs C¡ty Monoger ond/or Cíty Attorney approvol) Property lnsurance
,/
August 2016
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Support Services Purchase Order
lnitial Sign Off & Agreement/Contract Wa¡ver
Agreement Required - Complete Section l- onlv. Obtain Purchasing approval to verify quotes/justification prior to executing Agreement.
No Agreement Required, Purchase Order only - Complete Section 2 onlv. Attach the Purchase Order Requisition along with sufficient quotes/justification memo.
Section 1 - Purchasing Department Approval
Vendor Nrr" Sorthern Counties Oil Co., a Ca Limited Partnership Total Dollar Amount s Support Services Sign Off Date
Section 2- Agreement/Contract Waiver
Please provide a brief description of the items/services to be ordered:
CITYWIDE FLEET FUEL PURCHASE - APPROVED BY CITY COUNCIL 10119116 FOR $84O,OOO, 3 YEAR
CONTRACT
1. Does the vendor need to come onto City property to perform any of the work required? Yes No
2. lf Delivery is required, is the vendor delivering using their own vehicles? Yes No:
3. ls any installation required?
ø
Yes No
4. ls there any Maintenance required?
ves[Z
lf you answered "yes" to any of the above, then an agreement/contract or business license may be required *Refer to agreement/contract guideline for more information.
No
,r///, Department Head Slgnature
Support Services Waiver Sign Off
I Rpproved I Denied
Reasons for Denial
Date
Date
Ausust 2016 - Page 2 of 2
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Agreement No 1968-A
FUEL PURCHASE AGREEMENT
BETWEEN
THE CITY OF MONTEREY PARK AND
sourHERN COUNTIES OIL CO.o A CALIFORNIA, L.P.
This AGREEMENT is entered into this 25rh day of October ,20L6, by and between CITY OF MONTEREY PARK, a general law city and municipal corporation ("CITY") and SOUTHERN COLINTIES OIL CO., a California Limited Partnership dba SC Fuels ("CONTRACTOR"). The Parties agree as follows:
I. CONSIDERATION
As partial consideration, CONTRACTOR agrees to perform the work listed in the SCOPE OF SERVICES in Section 2 below;
As additional consideration, CONTRACTOR and CITY agree to abide by the terms and conditions contained in this Agreement;
As additional consideration, CITY agrees to pay CONTRACTOR as specified in Section 6 below.
2. SCOPE OF SERVICES. CONTRACTOR will furnish CITY with vehicle fuel ("Fuel") as set forth in attached Exhibit "A," which is incorporated by reference, for CITY's vehicle fleet.
Fuel delivery will be to the Monterey Park Corporate Yard, 751 South Alhambra Avenue, Monterey Park, CA 91755 and Monterey Park Fire Station #6I,350 West Newmark Avenue, Monterey Park, CA 91754 on an as needed basis as requested by CITY. CONTRACTOR is required to guarantee delivery within 24 hours of orders placed. CITY will pay CONTRACTOR the delivered price as set forth in attached Exhibit "A," which is incorporated by reference.
3. CONTRACTOR RESPONSIBILITIES.
CONTRACTOR is liable for any damage or citations, which may be incurred as a result of any spills during delivery of CONTRACTOR's product. In addition, CITY reserves the right to cancel the contract of CONTRACTOR or CONTRACTOR's carrier, who, notwithstanding compliance with the procedures set forth herein, delivers in a negligent or careless manner or who, under any circumstances, causes a spill while delivering.
B It is the responsibility of CONTRACTOR to have the delivering driver measure the contents of each tank with a Fuel tank gauge stick. These readings will be taken before and after unloading Fuel and will be recorded on delivery receipts.
Gauges may be available at the delivery location; however, each delivery truck must be equipped with a stick. Delivery tickets are to be signed at time and place of delivery by a CITY representative and contractor representative.
C. CONTRACTOR has title to and bears risk of any loss of or damage to the items A
B
C
A
Page I of9
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
purchased hereunder until they are delivered in conformity with this contract at the F.O,B. point specified trerein, and upon such clelivery, in accordance with this Contract, title will pass to CII'Y, except for loss or damage resulting from CONTRACTOR's or CONTRACTOR's carrier's negligence.
4, RECORD KEEPING.
CONTRACTOR must maintain auditable records of CITY's purchases under this contract as rcspects to the monthly volumes of the various grades of Fuel delivered to each of the various Fuel locations and provide CITY with a copy of such records upon CITY's request within ten business days.
CONTRACTOR must provide copies of the Fuel's current Material Safbty Data Sheets to CITY.
5. INVOICINç
CONTRACTOR will invoice CITY for each delivery of Fuel. Invoices will have unique numbers and will be referenced to this Agreement.-I'he invoice will show dates, price, delívery location(s), quantities, and corresponding packing slip/delivery ticket number. Invoices will prominently display this Agreement number. Applicable taxes will be added to the invoice by CONTRACTOR as described below.
Invoices will be sent in duplicate to the mailing address listed below. CITY wíll pay CONTRAC'IOR within 30 days after receiving acceptable invoices for F'usl delivered and accepted. CITY does not pay interest on late payments.
Should CONT'RAC:TOR separately contract for the same Fuel in similar quantity and delivery conditions at a lower price to customers of a like condition, such lower prices must be immediately extended to CITY while they are in effect.
6. TAXAS. CITY is exempt flom Federal excise taxes and na payment will be made for any personal property taxes levied on CONTRACTOR. CITY will only pay for State and/or local sales use taxes or fees, which apply to the products supplied. CITY will properly execute any necessary certificates for CONTRACTOR to obtain any exemption and CONTRACTOR is registered under lnternal Revenue Code $ 4l0l as a fuel distributor.
7. NON-EXCLUSMTY. CITY may purchase Fuel from sources other than CON'I'RACTOR when it is reasonably determined to be in CITY's best interests.
L EMERGENCY PURCHASES. It is specifically understood that CONTRACTOR will supply such Fuelas may be available depending upon any emergency corrditions and requirements that may arise. CONTRAC'I'OR must maintain an electric generator so that Fuel can be provicled to C1'1'Y in sase of power fhilure.
A.
B.
A
B.
C.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
9. RIGHTS AND REMEDIES OF CITY FOR DEFAULT/QUI\LITY CONTRÛL.
Fuel furnished must be free from all defects and, except as otherwise provided, is subject to inspection and test by CITY at all times and places. In the event Fuel lails to meet specifications, CONTRAC'I"OR may be required to remove and replace the F'uel, at its own expense or pay, as liquidated damages. ten percent of the cost of the amount delivered, as determined by CITY. The liquidated damages will be credited to CITY on CON'|RACTOR's invoice. Repeated deliveries of sub-standard Fuel constitutes a material default of this Contract.
CITY may require a lruel analysis report on a random sample of Fuel supplied during the prior month. The report will emanate from the refinery producing the Fuel. CONTRACTOR must provide said analysis report as requested by CITY at no additional cost.
CITY's obligation to purchase Fuel from CONTRACTOR ceases, and this Agreement may be voided, if the Fuel provided by CONTRACTOR violates any federal, state or local law or regulation.
CITY's rights and remedies in this Section are not exclusive and are in adclition to any other rights and remedies provided by law or under this Agreement.
10. PERFORMANCE STANDARDS. While performing this Agreement, CONTRACTOR will use the appropriate generally accepted professional standards of practice existing at the time of performance utilized by persons engaged in providing similar services. CITY will continuously monitor CONTRACTOR's services. CITY wíll noti$ CONTR {C1'OR of any deficiencies and CONTRAC'I'OR will have fifteen (15) days after such notilication to cure any shortcomings to CITY's satisfaction. Costs associated with curing the deficiencies will be borne by CONTRAC'fOR.
I l. Cfß.NGES. CITY may order changes in the services within the general scope of this Agreement, consisting of additions, deletions, or other revisions, and the contract sum and the contract lirne will be adjusted accordingly. All such changes must be authorized in writing, executed by CONTRACTOR and Ct'fY. The cost or redit to CITY resulting from changes in the services will be determined in accordance with written agreement between the parties.
12. CONSISTENCY, In interpreting this Agreernent and resolving any ambiguities, the main body of this Agreement takes prececlence over the attached Ëxhibits; this Agreement supersedes any confl icting provisions.
November 1,2016
13. TA,RM. 'I'his Agreement will be effective fbr five (5) years from JotpôpØO{f to .lune 30. 2021, unless extended by further amendment in writing, or terminated as set forth in Section 14 below. The term of this Agreement may be extended upon mutually acceptable written terms and conditions. CITY's CITY Manager is authorized to execute this Agreement on behalf erf CITY.
A.
B
C
D
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
14. TIME FOR PERFORMANCE. CONTRACTOR will not perflorm any work under this Agreement until:
A.
B
CONTRACTOR fürnishes prool'of insurance as rcquired uncler this Agreement; ancl
CITY gives CONTRACTOR a written, signed, Notice to Proceed. Should CONTRACTOR begin work on any phase in advance of receiving written authorization to plocöed, any such professional services are at CONTRACTOR'S own risk.
15. TAXPAYER IDENTIFTCATION NUMBER. CONI'RACTOR will provide CITY with a Taxpayer ldentification Number.
16. PERMITS AND LICENSES. CONTRACI'OR. at its sole expense, will obtain and maintain during the term of this Agreement, all necessary permits. licenses. and certificates that may be required in connection with the perftrrmance of services under this Agreement.
17. WAMR. CtllY'S review or acceptance of, or payment for, work prodtrct prepared by CONTRACTOR under this Agreement will not be construçd to operate as a waiver of any rights CITY may have under this Agreement or of any cause of action arising from CONTRACTOR'S perfonnancc. A waiver by CITY of any breach of any term, covcnant, ûr condition contained in this Agreement will not be deemed to be a waiver of any subsequent brsach of the sarne or any other terrn, c$venant, or condition contained in this Agreement, whether of the sarne or different character.
18. TERMTNATION.
Except as otherwise provided, CITY may terminate this Agreement at any time with or without cause, verbally or in writing.
CONTRACTOR may terminate this Agreement at any tirne with CITY'S mutual consent. Notice will be in writing at least thirty (30) days before the effective termination date.
Upon receiving a termination notice. CONTRACTOR will immediately cease performance under this Agreement unless otherwise provided in the termination notice. Except as otherwise pruvided in the termination notice, any additional work performed by CONTRACTOR after receiving a termi¡ration notice will be performed at CONTRACTOR'S own cost; CITY will not be obligated to compensate CONTRACTOR for such work.
Should termination occur, all finished or unfinished documents. data, studies, suweys. drawings, maps, reports and other materials prepared by CONTRACTOR will, at CITY'S option, becomc CITY'S property, ancl CONTRACTOR will receive just and equitable compensation for any work A.
B.
C,
D
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
tì"
satisfactorily completed up to the effective date of notice of termination Should the Agreement be terminated pursuant to this Section, CITY may procure on its own terms services si¡nilar to those terminated.
By executing this document, CONTRACTOR waives âny and all claims for damages that might otherwise arise from CITY'S termination under this Section.
I9. INDEMNIFTCATION.
F
A.
B
CONTRACTOR indemnifies and holtls CITY harmless from and against any claim, action, damages, costs (including, without limitation, attorney's fees), injuries, or lÍabilify, arising out of this Agreementn or its performance.
Should CITY be named in any suit, or should any cluim be brought against it by suit or otherwise, whefhcr the same be groundless or not, arísing out of this Agreement, or its performanceo CONTRACTOR will defend CITY (at CITY'S request and with counsel satisfactory to CITY) and will indemnify CITY for any judgment rendered against it or nny sums paid out in settlement or othcrwisa
The foregoing indemnity is intended to operate as au ågreement pursuan:¡.to 42 USC $ 9607(e) (the Comprehensive Environmental Response, Compensation and Liability Act; "CERCLA") and Health and Safety Code $ 25364 to defend, protæt" hcld harmless, and indemniS CITY from all farms of liabilþ under CERCI,A, or other applicable law, for any and all matters addrossed in this Agreement. "Hâr-¿rdous Materials," "HM," means any flammable, explosive, or radioactive materials or hazardous, toxic or dangerous wastes, substances or related materials or any other chemicals, materials or substânces, exposure to which is prohibited, limited or regulated by any flederal, state, local law or regulation or which, even if not so regulated, may or could pose a hazard to public health and safety, including, without limitation, asbestos, PCBs, petroleum products and byproducts, substances defined or listed as o'hazardous substanceso'
or "toxic substances" or similarly identified in, pursuant to, or for purposes of, the Calilornia Solid Waste Management, Resource Recovery and Recyoling Act (Gov't. Code $$ 66700 et seq.); the Comprehensive Environmental Response, Compensation, and Liability Act (42 U.S.C. $$ 9601 et seq.); the Hazardous Materials Transportation Act (49 U.S.C. $$ 1801 et seq.); the Resource Conservation and Recovery Act (42 U.S.C. $$ 6901 et seq.); Health & Safety Code $$ 25117 or 25316, including the regulations promulgated thereto (see 22 Cal. Code of Regs. $ 66261.3); any substances or mixture regulated under the Toxic Substance Control Act of 1976 {15 U.S.C. {ili 2601 et seq.); any "toxic pollutant" under the Clean Water Act (33 U.S.C. $$ 1251 et seq.); and any hazardous air pollutant under the Clean Air Act (42 U.S.C. $$ 7901 et scq.).
For purposes of this section "CITY" includcs CITY'S officers, officials, employees, agents, representativeso and volunteers.
C.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
D", CONT'RACTOR expressly agtees that this release, waiver, and indemnity agreement is intended to be as broad and inclusive as is permitted by the law of the State of California and that if any portion is held invalid, it is agreed that the balance will, notwithstanding, continue in full legal force ancl eflbct.
It is expressly understood and agreed that the foregoing provisions will survive termination of this Agreement.
The requirements as to the types and limits of insurance covefage to be maintainecl by CONTRACTOR, and any approval cf said insurance by CITY, are not intended to and will not in any manner limit or qualify the liabilities and obligations otherwise assumed by CONTRACTOR pursuant to this Agreement, including, without limitation, to the provisions concerning indemnification.
20. ASSIGNABILITY. This Agreement is for CONTRACTOR'S professional services.
CONTRACITOR'S attempts to assign the benefits or burdens of this Agreement without CITY'S written approval are prohibited and willbc null and void.
21. INIIEPENDENT CONTRACTOR. CITY and CONTRACTOR agree that CONTRACTOR will act as an independent contractor and will have control of all work and the manner in which is it performed. CONTRACTOR will be free to contract fbr similar service to be perfcrmed for other employers while under contract with CITY. CONTRACTOR is not an agcnt or cmployee of CITY and is not entitled to participaæ in any pension plan, insurance, bonus or similar benefits CI'|Y pravides for its enrployees. Any provision in this Agreement tl¡at may appear to give CITY the right to direct CONTRACTOR as to the details of doing the work or tc exercise a mcasure of control over the work means that CûNTRACTOR will follow the direction of CIT'Y as to end results cf the work only.
22. AUDIT OF RECORDS. CON'|RACTOR will rnaintain firll and accurate recorcls with respect to all services and matters covered under this Agreement. CITY will have free access at all reasonable times to such records, and the right to examine and audit the same and to make transcript therefrom, and to inspect all prograrn data, documents, proceedings and activities.
CONTRACTOR will retain such fînancial and program service records t'or at least three (3) years after ternrination or final payment under this Agreement.
23. INSURANCE.
Before commencing performance under this Agreement, and at all other times this Agreement is effective, CON'I'RACTOR will procure ancl maintain the following types of insurance with coverage limits complying, at a minimum, wíth the limits set forth below:
t1.
F,
A.
Tyoe of Insura¡SrE
Commercial general liability:
Limits
$2.000,000
I'age 6 of 9
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
B.
D
Ë:.
C
Business automobile liability $1,000,000
Workers compensation $1,ûû0,û00
Commercial general liabiliry insurance will meet all of the requirements of the most cunent ISO-CGL Form Number. The am$unt of insurance set forth above will be a combined single limit per occurence for bodily injury, personal injury, and property clamage for the policy coverage. Liability policies will be endorsed to name Cl'fY, its ofäcials, and employees ãs "additional insureds" undcr said insurance coverage and to state that such insurance will be deemed 'uprimary" such that any other insurance that may be carried by CITY will be excess thereto.
Such endorsement must be reflected on ISO F'orm No. CG 20 l0 l1 85 or 88. or equivalent. Such ínsurance will be on an
uooocurrence,on not a "claims mac{e," basis
and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CII'Y.
CONTRACTOR r¡¿ill furnish to CITY duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement and such other evidence of insurance or copies of policies âs mây be reasonably required by CITY f¡om time to time. lnsurance must be placed with insurers with a current A.M. Best Lìompany Rating equivalent to at least a Rating of "A:VII." Should CONTRACTOR- for any reason, fail to obtain and maintain ths insurance required by this Agreement, CITY mây obtain such coverage at CONTRACTOR'S expense and deduct the cost of such insurance from payments due to CONTRACTOR under this Agreement or terminate.
Self-lnsured Retention/Deductibles. All policies required by this Agreement must allow CITY, as aclditional insured, to satisfy the self-insured retention ("SIR") and deductible of the policy in lieu of CONTRACTOR (as the named insured) should CONTRACTOR fail to pay the SIR or deductible requirements, The amount of the SIR or deductible is subject to the approval of CITY Attorney and the Finance Director. CONTRACTOR unclerstands and agrees that satisfaction of this requircment is an express condition precedcnt to the effectiveness of this Agreernent. Failure by CON'IRACTOR as primary insured to pay its SIR or deductible constitutes a material breaoh of this Agreement. Should CITY pay the SIR or deductible on CI'l'Y's behalf upon the CONI'RACTOR'S failure or refusal to do so in order to secure defense and indemniflrcation as an additional insured under the policy, CI'I'Y may include such amounts as damages in any action against CONTRAC'I'ûR tbr breach of this Agreement iu addition to any other damages incurred by CITY due to the breach.
24. USE OF SUBCONTRACTORS. CONTRACTOR must obtain CITY'S prior written approval to use any subcontractors while pctforming any portion of this Agreement. Such approval must approve of the proposed subcontractor and the terms of compensation.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
25. NOTICES. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows:
CITY CONTRACTOR
CITY of Monterey Park
320 West Newmark Avenue
Monterey Park, CA 91754
Attn: Paul Talbot, CITY Manager
Southern Counties Oil Co., a Calif. L.P
1800 'West Katella Avenue, Ste 400
Orange, CA 92863-4159
Attn: Karen Koep, Manager
Any such written communications by mail will be conclusively deemed to have been received by tl-re addressee upon deposit thereof in the United States Mail, postage prepaid and properly addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner presuibed in this paragraph.
26. NO THIRD PARTY BENEFICIARY. This Agreement and every provision herein are for the exclusive benefit of CONTRACTOR and CITY and not for the benefit of any other party.
There will be no incidental or other beneficiaries of any of CONTRACTOR'S or CITY'S obligations under this Agreement.
27. INTERPRETATION. This Agreement was drafted in, and will be construed in accordance with the laws of the State of California, and exclusive venue for any action involving this agreement will be in Ventura County.
28. ENTIRE AGREEMENT. This Agreement, and its Attachments, sets for the entire understanding of the parties. There are no other understandings, terms or other agreements expressed or implied, oral or written. There is (1) Attachment to this Agreement. This Agreement will bind and inure to the benefit of the parties to this Agreement and any subsequent successors and assigns.
29. RULES OF CONSTRUCTION. Each Party had the opportunity to independently review this Agreement with legal counsel. Accordingly, this Agreement will be construed simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly for or against either Party.
30. SEVERABILITY. If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, then such portion will be deemed modifìed to the extent necessary in the opinion of the court to render such portion enforceable and, as so rnodified, such portion and the balance of this Agreement will continue in full force and effect.
31. AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. This Agreement may be modified by written amendment.
CITY'S city manager, or designee, may execute any such amendment on behalf of CITY.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
32. ACCEPTANCE OF ELECTRONIC SIGNATURtrS. The Parties agree that thìs Agreement, agreements ancillaly to this Agreement, and related documents to be entered into in connection with this Agreement will be considered signed when the signature of a par"ty is delivered by ELECTRONIC transmission, Such ELECTRONIC signature will be treated in all respects as having the same effect as an original signature.
33. TIME IS OF ESSENCE. Tinre is of the essence for each and every provision of this Agreement,
IN WI:INESS I¡/I"{EREOF the parties hereto have executed this contrâct the day and year first hereinabove written.
CITY CONTRACTOR
Paul Talbot,
City Manager
v
City Clerk
APPROVED
MARK I)
By:
Southem Counties Oil a California
LimiteçLPartnership dba SC Fuels
l4la,A^r' ùlqJ- CÀ?.t6¿-
ã*e 4. Dt/y,a!r^ç* EòWoc{ Ã; rranZt-lrSe rl(o Cçr)
Taxpayer ID No" 3.9-0488996 -
Business License No.
H. Berger,
Assistant City
Page I of9
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Exhibit "A"
â*u*tt'
V touìça'túßtxøt''eerwl
1800 West Katellâ Ave,, Sultê 400
P.O. 8ox 4159
Orange, CA 92863-4159
(714' 744-7 14A
www,scfuels.com
October 3, 2015
City of Monterey Park
City Clerk's Office
320 W. Newmark Ave.
Monterey Park, CA gI754
Fleet FuelDelivery
Sealed Bid Enclosed
Southern Counties CIil Co., a CA Umited Partnership dba SC Fuels ls pleased to submit the following proposal forthe fuel requirements of the City. Please note the followlng regarding our pmposal:
1, Prices listed are exclusive of all current taxes and environmentalfees. r CAIIFORNIA AB 32: THERE MAY SË ADD¡TIONAI COSTS ASSOCIATED WTH THE IMPIEMEIÍTAÍON ANO EXËCUTION OF A832. SC FUEIS RESERV€S THE RIGHTTO PASS CIN THËSE COSTS TO SUYER BASED ON INDUSTRY PRACT¡CE.
* C.A.R /GHG ¡nd LCFS CO5T5: FOf AtL PRODUCTS PURCHASED AT A TERMINAL LOCATED lN THE STATE OF CAIIFOfiNIA" THË PER GALLON PA55 THROUGH COSTS ASSOCIATED WITH THË GHEG/CAP AND TRADE PROGRAM AND THE CFS PROGRAM {"CARBON COSTS")WLL BE IMBEDDED lN THE BASE FUEr pRtCE {t,8, NO SEPARATE L|NE tTEM{Sl WrLr BE BROKEN OUT). EMSEDDED PER GALLON VALUE WITL BE BASED ON THT PRþR DAY "OPIS WITH CARBON COSTS" (ICFS AND CAR INCLUDED} POSTING FOR THË APPROPRIATE PRODUçT. SC FUEIS RESEßVEs THE RIGHT TO CHANGE THE INVO¡CE FORMAT FOß CARSON COSTSVALUECIN OUR INVOICE5.
Pricing offered would be applied to oPlS with CAR embedded. 2, Payment terms are Net 30 ACH.
3. Our offer to of The City is conditional upon review and approval by SC Fuels Credit Department ånd CFO of credit terms and cond¡tlons prior to award.
OCPCIHÕ
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
lf you have any questions regardlng this proposal, please contact the undersigned at {8051 389- 3550.
Thank you for your consideratlonRegards,
Karen l(oep
Manager
Bids and Contracts
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
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UBÞ RACK AVG L64.2L
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165. 4 4
3 .25
45 Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
I{OTICE IT{VITIiIG SEALED BIT'S
FOR FTEET FUEL ÞËLIVERY
I1.I THE CITY OF IiOI{TEREY PARK
The Glty of Monterey Park is accepting $eâled bids in the City Clerks off¡çq, 320 W.
Newmatk Avenue, Montefsy Park, Celifornia 91754, until 11;00 a.m.:
TVEDNESÐAY, OCTSBER 5, 2016
atwhich tknethey will be publlcly opened. Blds r¡uin notbe accepted ahrthattime.
As de¡cribed ln ü¡e Birldlng Docurnents, the bHe ere for FLEET FUEL DELI\/ERY (.Proiec,t') whictr consbts of ths ddivery of fuel to h6 C¡V of l/lonbrcy Prk Corporate Yard ard Firc Station t61, gneoline ¡nd die¡el.
The terme ¡nd condltions for bldding on the Proiact are descrlbsd in tlæ dtached Bidding lnctruc{ionç
DATEO tñ¡s 20ü'dey of $eptember, 2016.
TITV OF MCNTEREY PARK CALIFORHIA
Clty Cþrt
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
B lDDlìæ I¡{STRUCTIO}I$
I flEFlNlTlOl,¡S. Unless provided othenrise, the definitions in the Sarnple Contract are applicable to all Bidding Documents.
1,1 'Addendt" means written or graphic instruments iEsued by the City before the Bid Oeadlina that modïfu or inteçrelthe Bidding Dqcuments by additions, deletions, clalifications, or corrsctions.
1,2"8¡d Deadline' means ttre dato and time designated in the Notice for Bids es the last data and time for receipt of Bid*, ¡s may be revised by Addenda' l.3"Bidder' Íneans e person or firm that submitt a Bid.
1.4 "Lump Sum Base Bid'means the sum stated in the Bid for wtrich Bidder ofiers !r complete the Proiec't.
2 BIDDER'S REPRESET{TATION$. By mafting ¡ts BU, Bidder represents that:
2.f Bidder nead, understood, and made the Bid purcuant to the requirements ln the Blddirg Documents.
2.21f epp{cåþ Bickler vidted thê Pro¡êd sfte and is fanriliar wfth the conditions undcr which üxt Prt$lcû$rill be performed md the local corditions2.3fne Bid is bæed upon lhc matedals, equipmer¡t, and *ystems required by the Bidding Documents.
2.41f licensure or proper licensure is controverted, then pmof of licensure pursuant to this $ectlon must 6a rnade by production of a verifted ¿ertificate of llcansure from the licensiqg authority, Nothing in thie subdivision reguires any persón orentity. - _-
controvãrting licehsure or þroper lícensure to produce a verifiêd certiticate. When licensure or proper licensure is controverted, the burden of proof to establish licensure or proper licensure is on thc licensee.
2.5Bidder hes the expertise and financial capacity to perform and complete all obligations under the Bidding Documents,
2.6The person executing the Bid Form ig duly authorized and empowered to execute the Bid Fom on Bidder's behalf.
2.?Bldder is aware of and, if awarded the Conlract, will comply with Applicable Gode Requirements in its performance of the Froject.
2.0ïhe Bidder has paid tlre Citt's business license fee(s). 3 B¡DDII.IGDOCUüTEilTg.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
3.l8idders may obtain complete ¡ete of thê B¡dding Documents from the Gtty.
3.2Biddere will use a complete set of Bidding Doouments in preparing 8ids,
3.3ïhe Glty makes coplês of the Bidding Documents available, on the above termo, for the sole purpose of obtaining Bids for the Project and doeg not confer a licenss or grant permiseion for any other use of the Biddlng Documents. 4 I}ITERPRETATIOII OR CORRECTIOI{ OF BIDDING ÐOCUñ'iEITS.
4.1Befure submitting its Bid, Bidderwill carefully study and cðmpare the variou¡ dacuments oomprising the Bidding Documents and will åtonce repoftto the City's Representative enors, inconsistenciet, or ambiguities discovered. 4,2Requests for cladfication or interpret¡rtion of the Bidding tocumenñ will be addressed to the City'e Rapresenù¡tivc.
4.S0larifications, interpretations, conections, and changce to the Biddirff Docümants will be made by Adderda. Ghrificatians, inteçrctrtions. correc{ions, and dtmgeE to the Bidding Documents made in any dtrer mlnner will not be binding and Bidders will not rely upon them.
5 PROÍXTCT SUgSTmJflOllS. No eubstlh¡tions$¡ll bêconskþred before eurard of GonM- SLùafifi¡tions u&l ørly be onsidcred #r amrd of the Contrd and m provided br in the Conh¡ct Door¡ment¡.
6 AODEIIÐA.
6.lAddenda will be in witing and irsued only by the City. Addenda will be me{led or delivered to allwlro are knoqrn by ttre City to hane received a complete set of Bidding Documents and who have provided a street addrcss for receipt of Addende.
B.ZCopiee of Addendq will be made availablelor inspection at the City's PublicWorks Depertment.
6.3The City wlll issue Addenda so that tfrey are received by prospective Bidders not later than three (3) business days before the Bid Deadline. Addenda that withdraw the requestfor Bids or postpone the Bid Deadline may be hsued anytime before he Bid Deadllne.
6.4Each Bidder is responsible for ensuring that it has received all issued Addenda before issuing a Bid,
7 FORft Ai¡D SWLE OF B|DS
7.1Bids will be submitted on tha Bid Form included with the Bidding Documents. Bids not submitted on the City's Bid Form will be rcjected.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
datermines that the Bidder is not financially or otherwise qualified to perform the Contract, the City may reþct such Biddêr'i Bld and selec't the nèxt apparent lowest responsible Bldder. untll all bids are exhauËted, ot reject all Bids' 12 nlgcEu-At{Eous
12., Availability of Fuel is a critical part of the ænsideration and muet be Etete in delinlþ terms and muctbe adhered to.
1?..2 Delivery must be rv¡ilabh wihln 24 hours of order.
12.g Price Tcrms shell be looked in for thrce (3) years wilh t$o (2) one (1) year optional Ðüensidrs12.4 flelivery Ê¡tes âre:
Monterey Perk Corpor¡ta Yad, 75î Sor¡th Alhmbra Avenue. Montcrey F¡tlt, CA gl75{ (87 Oc{ãne Geeoline-bebwgound tank}
Fire Strtion Í61, 3$0 Wesü Ì.lcffinark Avenr¡e, tllbnterey Fark. CA 9f 75¿t (89 Ocl¡ne Gæofine & RËd Dye Dl€ûêl #2 * below ground tanks) Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
INSURAHCE REQUIREUIENTS
l¡tusr BE suBillTTED wTH PROJECT PROPOSALI
To bs awarded this rsntraot, the successful bidder must procutÊ and maintlain the following types of insurance with coverage lirnits cornplying, at a minimum. with the limite ¡et fotth below:
Tyreqf !ffslscge Limits
Commercial general liabili$:
Business autornobile liabili$
Workers compensatbn
t2,000,000
$1,000,000
Statutory requirement.
Commercial general liabllity insurance rnust meet or exceed the requirements of ISO-CGL Form No. CG 00 01 11 85 or 88. The amount of insurance æt forth abovE must be a combined single limit per ooourüloe for bodily injury, personal injury, and praperly damage for the policy coverage. Liabihþ policieo must be endorsed to name the City, its olfclals, ãnd ernployees as 'addltionel inru¡eds" urder eeld ingurence cûverqe and to Etate that such ineurance wlll be deenred'primery'such that nny other hsurance that may be crnÍed by thÊ City wlll be axcêse ttrereto. Suclr *rdorsement must be rcf,ecûed on ISO Form No. CG 20 10 11 85 or 88. or equfvalent. Such insurence must be rn an "occuffêflæ." not a "cJairns made,o basie md wlll not be cancelabþ oe subþd to reductkrn cxcept upon thlrty (30) days gitx written notbe to üre CityAutomobile cûver¡ge must bc written on ISO Businees Arto Carerago Form CA 00 01 6 92, lncluding symbol I (AnyAuto).
The CoflsulÞnt must furnish to the Cig duly authenthated Certificates of lnsurance evidenclrç maintenance of the insurance requked under this Agreernent, sndo¡Êement¡ as requiæd herein, and sucfi other evidence of insuranoe or copies of pol'ciea ae may be reasonably required by the City from time tc tirne. lnsurânce must be placed with admitted insurers with a current A.M. Best Company Rating equivalent to at least a Rating of uA:Vll." Certificata(s) must reflect that the insurer will provide thlrty (30) day notice of any cancellation of coverage. The Consultant will require its insurer to modify euch certificates to delete any exculpatory wording stating that feilura of the ingurer to mail written notice of cancellation imposes no obligation, and to delete the word uendeavor" with regard to any notice pmvisions.
By signing this form, the bidder certllies that it has read, understand$, and will somply with these insurance requirements if it is selec.ted as the City's consultant. Failure to ptovide this insurance will render the birJders proposal "nonfesponsi:fi.r" coun es oir co., a carifom¡a
SC Fuele
_10t3¿16
Date Karen Koep
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
undersigned declares that he/she
Blo FsRll
has carefully examinad
and Specifications, is thoroughly familiar with
ûre C¡ty of Monterey Park the materials quotad below:
the lnvÍtation to Bid. Bid TErms
tlre oontente, and ProPoses to
ary
4û,000
gallons
Item
Red Dye Diegel
Unit Goet Extended Cost
ss.000
gå1lq-r9
23,000
g*llong
"
$ERVICES
$ñ¡eq4Amfeb{e?
lf yes, 0elivery Charge
,
jvailalility af iJlaterials
Unleadad Gasoline
Gasoline
Replaced with Add 1
HourE
89 No I
t
Dal-a
VENDOR NAME
Exceptions to specifications o¡ additional notes, if any:
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Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
RETURN BIDTO
Gity of Monterey Park
City Clerkts Office
320 Wect NewmarkAvenue
Monterey PaR, tA 91754
Ee ¡urc to wrib on the lower left skJe of the envelope; BIU }IO. I?.õ FLEET FUEL DELIVERY
Autrorized (Print)
Tltfe--ptcs¡jc0t-*
-
Teþhcne zs-24¿-rr¿n-- Date--.fO¿f¿fe
Firm t{eme
-
So¡4tletl-Cgt¡{¡ll9s-Sll t9.. ¿ Catfsnìle t¡mitryLPattsrT|tlp dbõ SC Fu9¡ç - * . - -
Addrees p"0,
Cityl$tate
- * arsnsa,.så êtAAâ-.tl
Fax - lra-stz:Izlî- ,, EmailAddress
BID IIUST BE RECEIVEI) BY l0:ülAt, WEÞHE$DÀY, OçT0BÊR t, 2016 Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Addendum Jtlo. I
To
Notlce lnviting Sealed Bids
For Flaet Delivery
ln the Clty of Monterey Park
lssued by:
City of Monterey Park
Department of Public Works
September 21, 2016
On Sepûember 20,2016, thc City of Monterey Part Deporttnent of Public \fforkc tclc¡$Ðd a Notioc lnviting ScatËd Bids to solicit ptrposals frocr qualified vEr¡dors b provide fleet fucl to the City ofMontcrcy Park. As staæd in Scction 4.3 of thc Bidding Instructions, thc City of Montercy Park has the right to amcnd thc Bidding Documents by wrÍtæn addsrdum. This Addcndum Numbcr I amcnds thc Bidding Documents as indicatcd below (new or revised language is highlighted fore¿sy referencc):
Plcase rcplacc Bid Form with the following Bid Form
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
BID FORII
Tfrc undersignsd declares that he/she has carefully examined the lnvitation to Bid, Bid Tenne and Condilions, and Specifications, is thoroughly familiarwith the contents, and propose$ to provide the Gity of Montercy Parkthe materials quoted below:
IIIATERIALS lptease uca Los Angeleo OPIS Daily 10 AM Unbnnded Averaga for 9f21t16! "1_J
40,000 {
gallons l
itam i OPIS Prlce/
I Gauon
I
I niooars
I Marytn 1+r-¡
Bid Price/Gallon
$ r.zo¿r S os,te¿.oo
$ t.soos $ rzs,szz"sc
tostlÊid
87 Octane Unlsadad
Gasoline
66.000 ESOdane Unleaded
Gasollne
23.000 Red Dye Dlecel*2
grllonr
i
I
l
;
I
$ r.ro+t'
$ t.goog.
0.00 0.00
0.00 : gâllons
I
:
i
I $ .t i.cs44' $ t.e*¿¿ $ sa.oø.ro
âERVTCES
Ogllvety Availaþle?
lf yre. Deliwry Charge? 0.0491 per gallon
Availability of Materials Days- I day fiom order dats
VENDOR NAMË
Soulhem CountleÊ Oll Co., a Callfornia
Limlted Parlnerahlp dbâ SC Fueli DATE tot3/lÊ
Exceptions to specifications or additional notes, if any:
* ple¡se notÊJbgl9fil5"F¡dætqhavs ¡och,dçs.tål3 fê.qs ,fér-€sÊ¡jåpglúllËtsfüro-not hê llnta¡l es a l¡ñe ilem.-.-.*.. , cÀR.fse{&rSfiXLtSen0JilSS@$âIâlorMidsrâde.ÊæcIne..as¿0jå&*ã&1-niesslFuel for your compa¡ison if others do nol uso the OPI$ with CAR.
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Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
l City of Monterey Park
Signature Verification Form
Thank you for doing business with the City of Monterey Park. Please note that the City requires verification that the person execut¡ng a contract has signature ãuthority. Signature requirements for contracts vary depending on whether a vendor conducts business in the capacity of a corporation, general partnership, limited partnership, or as an individual. When the contract is with a corporation, California Corporations Code S 31.3 requires the contract to be signed by: {a} one officer from the corporation's "operationalgroup" consisting of the chairman of the board, the president, or any vice president; and {b) one offìcer from the corporation's "financial group" consisting of the secretary, or assístant secretary, or the chief financial officer or any assistant treasurer- Alternativel¿ the board of directors for the corporation can delegate signature authority to a particular individual or individuals. This is generally memorialized in the form of a resolution adopted by the board of directors. When the contract is with a consultant conducting business as a general partnership or limited partnership, the contract should be signed by a least one general partner having authority to enter ¡nto the contract on behalf of the partnership. When the contract is with an individual, that individual must sígn the contract.
To ensure that the City's contracts are valid, this Signature Verification Form must be completed by vendors/contractorsfconsultants providing services to the C¡ty of Monterey Park.
By completing th¡s form, the person listed below has the authority to sign all legal binding agreements with the City of Monterey Park on behalf of the company/organization listed befow- lf a corporation, attach a copy of the document demonstrating signature authority to this form.
The City of Monterey Park greatly appreciates your cooperation.
Date rt -t ((p
Type of company/organîzation: Southern Counties oil Co., a California Limited partnershi dba SC Fuels Narne:
Title
Signature
Robert W. Bollar Edward A.
Please send the completed form to the following address:
City of Monterey Park
City Clerk's office
320 West Newmark Avenue
Monterey Park, CA 9L754
t
I
:
c
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
uw2016
Business Entity
Business Search - Business Ent¡t¡es - Business Prograns Detail
Data j-s updated to the California Business Search on Vlednesday and Saturday mornings. Results reflect work processed through Friday, August 26, 2076. Please refer to Processinq Tj-mes for the received dates of fiJ-ings currently being processed. The data provided is not a complete or certified record of an entíty. ãn b-t Ly Ài,rm* :
Ënti- by Numk:e r: :
Uãfe t''rL*Õl
$*¡¡ei¡s;
Jurisclre Lir'¡n:
tlr:tily AcJelresç:
Frrlíf;y {: j-t,y, 5l:aLê, Z"ip:
Ag+nt f ,r¡' Ësr:vi i:e c¡f Fr9cess
Ãçent- A,tlr*ss:
åg*:rt. Crty, Srié{1.€ , Zíp:
SOUTHERN COUNTTES OTL CO.
c0559865
0r/02/L969
ACTIVE
CALIFORNlA
lBOO !ü, KATELLA AVENUE, SUITE 4OO
ORANGE CA 92867
ROBERT W BOLLAR
18OO !ü. KATELLA AVENUE, SUTTE 4OO
ORANGE CA 92861
* Indicates the information is not contained in the California Secretary of State's database.
¡ If the status of the corporation is "Surrender, " the agent for service of process ls automatically revoked. Please refer to California Corporations Code section 2114 for information relating to service upon corporations that have surrendered.
. For information on checking or reserving a name, refer to Name Avaifabilitv. . For information on ordering certificates, copies of documents and/or status reports or to request a more extensive search, refer to Information Requests. . For help with searching an entity name, refer to Search Tips. . For descriptions of the various fields and status types, refer to Field Descriptions and Status Definitions.
Privacv Statement I Free Document Readers
Copyright O 2016 Cafifornia Secretary of State
http://lepler.sos.ca.g oV 1t1
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
BUSINESS LICENSE CERTIFICATE
THIS LICENSE IS ISSUED WTHOUT VERIFICAflON TttAT THE L|CENS€Ê tS::- ', ; , 320 WeSt NeWmafk AVenUe suBJEcr ro oR Þc¡i4pr FRoM LrcENsrNc By rHÊ srAÈõF cnlÈõñHrÀl THIS LTCENSE DOES NOT CONSTffUTE A pERrt¡n rO Opår*=i¡äU¡ãrüeiS ' ' ,'i ' ,i;..,: Monterey Park, cA 917il |NVIoI-AÏoNoFANYLAWORORD|NANCE. (626) 307-1339 t DArErssuED o1ngno16 ,'o ,,*'
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LlcENsE NUMBER
BUstNESSLoc.,cnoN 1900WKATELLAA\Ë;$îEpqö0 ',n._ ' .:',,,"r 38577 oRANGE,cA928SfS.4*9" --''.',,
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. BUsrNEss SOUTHERN COUHTËe,ôlÈ.gO LÞ .. -..., !!.,r :":.. , TYPE OF BUSINESS À¡,AME Yvv I ' r-rur vYvt! ":- -'--.:- -'_.,
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ArrN . .'1, , .:. *í BusinessByVehide MA'L|NG - 1800 w KATELLA AVE STE 400 r ' . eoo¡rts ORANGE, CA 92867-34¡19 .'l ."-. r " -r' - ":' .. '.,t
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Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
CERTIFICATE OF LIABILITY INSURANCE DATE {MMIDD¡YYYY}
1 1/0712016
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE OOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTENO OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONST|ÌUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORTZED REPRESENTATIVE OR PRODUCER, A}'ID THE CERTIFICA,TE HOLDER.
IMPORTANT: lf ths certificate holder ls an ADDITIONAL INSURED, the policy(ies) must be endorsed. It SUBROGATION lS WAIVED, subject þ the terms and conditions of the policy, certaln policies may require an endorsement. A statement on this cert¡ficato does not conler rlghts to the cert¡ficate holder in lieu of such endorsement{s).
PRODUCER
Manh Risk & lnsurance Services
17901 Von Kan¡an Avenue, Suite 1100
{949) 399-5800; License å0437153
iryine, CA 92614
999999"SïNDGAWU-1 6-1 7
CONTACT
NAME:
PHONE lÂlc. No. Ertl:
INSURER(S} AFFORDING COVERAGE NAIC f
tNsuRER A . Federaled Seryice lnsurânce Company 283û4
INSURED
Soulhem Counties oil Co., A CA LP
Soulhern Counties Lubricanls, LLC,
Cardlæk Frels System, lnc.
dba SC Fuels, dba Canyon State Oil
P.O. Box 4159
Orange, CA 9286$4159
¡NS¡RER B : lnsurance Compâny 0f lhe l/Vest 27W7
iNSURER C :
INSURER O :
INSURER E :
INSURER F:
COVERAGES NUMBER: 10s.001800448-1 7 N NUMBER:28
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUËD TO THE INSURED NAMED
INDICATED, NOTWTHSTANDING ANY REOUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBËD HEREIN IS SUEJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOIA/N MAY HAVE BEEN REDUCED BY PAID CLAIMS,
ABOVE FOR THE POLICY PERIOD
DOCUMENT WTH RESPECT TO WHICH THIS
INSFT ¡E TYPE OF INSURANCE tNsn ÞôI I(:Y ÀIIIMFFR LIMITS ËACH OCCURRENCE 1,00t,000
UAMAGb I(J F(hNI L,IJ
PRFM{SFS tF¡ m¡¡,nan¡ct s t0û,000
MEO ÊXP (Anv one oersonl Excluded
PERSONAL & ADV INJURY 1,000,000 ù
GENERAL AGGREGATE 2,000,000
PRODUCTS - COMP/OP AGG s 2,000,0û0
A
COMMÊRCIAL GENERAL LIABILITY
CLAIMS-MA0E :.I j occun
LIMIT APPLJES PER
PRO, X JECT Lw
X
31706ô6 1 1101/2016 11tUt2A17
s 1,000,000
AOÐlLY INJURY (Per person) s
BOD,LY INJURY (Per accident)
s
A
AUTOMOBILg LIABILITY
ANY AUTO
ALL OT^ll\¡ED
AUTOS
HIRED AUTOS
SCHEOULED
AUTOS
NON.OWNED
AUIOS
Auto Poltutiorì
X
X
X
X
3170666 1 1101/2016 l1!t1t2t17
COMP/COLL DEDS: s 1,000
X X EACH OCCURRENCE $ 25,000,000 UMSRELLA LIAB
EXCESS LIAB
occuR
CLAIMS.MAÐE AGGREGATE s 25,000,000
NFD RETENTION S
91 70ö67 1 1/01/201 6 11t01t2017
X PER I
srarlrrF I
OIH. ÊR
E L EACH ACCIDÊNT 1,000,000
E L DISEASE - ÊA EMPLOYEÊ s 1,000,000
B WORKERS COMPÉNSÂ]ION
AND EMPLOYERS' LIAAILITY
ANY PROPRIETOR/PARTNERYEXECI¡f IVE
OFFICER/MEMEER EXCLUDED?
(Måndatory ln NH)
lf yes, desmba under
DESCRIPTION OF OPERATIONS below
/N
N'A
wvt50349s5u0 1 1/rJ li2U16 11tûl¡2417
E L DISEASE - POLICY LIMIT ù 1,000,000
OÊSCRIPTIO|¡ OF OPERATIONS I LOCAT|OHS / VEHICLES IACORO 101, Addltlonal RemrkB Schedule, may be ¿tlachêd ll moru 3p¡cô ls rsqulGd) The C¡ly of Monlerey Pârk, its olicers, Offrcials, Employees ard Volunteers are included as add¡tional insured {except workers compensalion} where reqr¡red by wrilten contracl. This insurance is pr¡måry ând non{onlribulory over any exisling insurance and limlted t0 li¿bility arisiflg out 0f the operat¡ons 0f the ramed insured and where required by written contract.
TE HOLDER CA N
@ 1S88-2014 ACORD CORPORATION. All rights reserved
The AGORD name and logo are registered marks of ACORD
SHOULD ANY OF THE ABOVE DESCRIBEO POLICIES BE CANCËLLEÐ BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
City of Monterey Park
ils Office¡s, ofiìcials, Employees and Volunteers
320 West Newmark Avenue
Monle€y Park, CA S1754
AUTHORIZEO REPRESENIAIIVÊ
of Marsh Risk & lnsuranc6 Sêrvicss
_**?. áF<*¿F- John Greef
ACORD 25 QA14þ11
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
POLICY NUMBER: 9170666
A. Section ll - Who ls An lnsured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury",
"property damage" or "personal and advertising
injury" caused, in whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. lf coverage provided to the additional insured
is required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreernent to
provide for such additional insured.
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LIMITED PARTNERSHIP
18OO W KATELLA AVE STE 4OO
ORANGE CA 92867
COMMERCIAL GENERAL LIABILIW
cG 20 10 04 13
ÏHIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED . OWNERS, LESSEES OR
CONTRACTORS . SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional lnsured Person(s)
Or Organizations: Location{s) Of Covered
B. With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:
This insurance does not apply to "bodily injury" or
"property damage" occurring after:
1. All work, including materials, parts or
equipment furnished in connection with such
work, on the project (other than service,
maintenance or repairs) to be performed by or
on behalf of the additional insured(s) at the
location of the covered operations has been
completed; or
2. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other than another contractor or subcontractor
engaged in performing operations for a
principal as a pañ of the same project.
@ lnsurance Services Office, 1nc.,2012 Page I of 2
Policy Number: 9170666 Transaction Effective Date: 11-01-2016 :ITY OF MONTEREY PARK
TS OFFICERS OFFICIALS EMPLOYEES & VOLUNTEERS
]20 W NEWMARK AVE
VIONTEREY PARK CA 91754
ANY COVERAGE PROVIDED BY THIS
ENDORSEMENT ¡S LIMITED TO WHILE ON THE
PRËMISES OF CERTHOLDER FOR THE PURPOSES
OF FUEL DELIVERY.
nformation required to complete this Schedule, if not shown above, will be shown in the Declarations. cG 20't0 04 13
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
C. With respect to the insurance afforded to these
additional insureds, the following is added to
Section lll - Limits Of lnsurance:
lf coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1, Required by the conlract or agreement; or
cG 20 f0 04 13
2. Available under the applicable Limits of
lnsurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the
applicable Limits of lnsurance shown in the
Declarations.
@ lnsurance Services Office, lnc., 2012
Policy Number: 9170666 Transaction Effective Date: 11-01-2016 Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL ¡NSURED . OWNERS, LESSEES OR
CONTRACTORS . COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional lnsured Person(s)
Or Location And of
POLICY NUMBER:9170666
A. Section ll - Who ls An lnsured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only with
respect to liability for "bodily injury" or "property
damage" caused, in whole or in part, by "your
worK' at the location designated and described in
the Schedule of this endorsement performed for
that additional insured and included in the
"products-completed operations hazard".
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. lf coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LIMITED PARTNERSHIP
lBOO W KATELLA AVE STE 4OO
ORANGÊ CA 92867
COMMERCIAL GENERAL LIABILITY
cG 20 37 04 f3
ons
B. Wiih respect to the insurance afforded to these
additional insureds, the following is added to
Section lll - Limits Of lnsurance:
lf coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
lnsurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the applicable
Limits of lnsurance shown in the Declarations.
@ lnsurance Services Office, lnc., 2012 Page I of 1
Policy Number: 9170666 Transaction Effective Date: 11-01-2016
CITY OF MONTEREY PARK
ITS OFFICERS OFFICIALS EMPLOYEES & VOLUNÏEERS
320 W NEWMARK AVE
MONTEREY PARK CA 91754
Y COVERAGE PROVIDED BY THIS
NDORSEMENT IS LIMITED TO WHILE ON THE
SES OF CËRTHOLDER FORTHE PURPOSES
F FUEL DELIVERY
lnformation required to complete this Schedule, if not shown above, will be shown in the Declarations cG203704.13
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
coMMERctAL GENERAL L'åiLii
THIS ENDORSEMENT CHANGES THE POL¡CY. PLEASE READ IT CAREFULLY.
PRIMARY AND NONCONTRIBUTORY .
OTHER INSURANCE CONDITION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
The follouring is added to the Other lnsurance
Condiiion and supersedes any provision to the
contrary:
Primary And Noncontributory lnsurance
This insurance is primary to and will not seek
contribution from any other insurance
available to an additional insured under your
policy provided that:
(1) Tfre additional insured is a Narned lnsured
under such other insurance; and
(2) You have agreed in writing in a contract
or agreement that this insurance v¿ould be
primary and would not seek contribution
from any other insurance available to the
additional insured.
@ lnsurance Services Office, lnc., 20'12 page 1 of 1
Policy Nunibev'.917o666 Transaction Effective Dste: 1110112016 cG 20 01 04 13 Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
FEDERATED INSURANCE COMPANIES
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED ENDORSEMENT
This endorsement modifies insurance provided under the following:
BUSINESS AUTO COVERAGE PART
INSURED:
SOUTHERN COUNTIES OIL CO A
CALIFORNIA LI MITED PARTNERSHI P
18OO W KATELLA AVE STE 4OO
ORANGE CA 92867
1. WHO lS AN INSURED for "bodily iniury" and "property damage" liability is amended to include the Additional lnsured specified below but only with respect to liability arising out of your operations or premíses owned by or rented to you.
2. The insurance does not apply to "bodily injury" or "propeñy damage" liability arising out of the sole negligence of the Additional lnsured named below.
3. We agree to notify the Additional lnsured named below at the address stated below of any cancellation of, or material change to. this policy.
Relationship of the Additional lnsured to the lnsured:
ANY COVERAGE PROVIDED BY THIS ENDORSEMENT IS
LIMITED TO WHILE ON THE PREMISES OF CERTHOLDER FOR
THE PURPOSES OF FUEL DELIVERY,
Additional lnsured Name and Address:
CITY OF MONTEREY PARK
ITS OFFICERS OFFICIALS
ËMPLOYEES & VOLUNTEERS
320 W NEWMARK AVE
MONTEREY PARK CA 91754
lncludes copyrighted material of lnsurance Services Office, lnc. with its permission.
CA-F-75 (10-13) Policy Number: 9170666 Transaction Effective Date: 11-01-2016 Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
11tgl2116 Federated Service lnsurance Company - Company Profile - Best's Credit Rating Center ' A.M. Best Rating Services
Federated Service lnsurance Company rzr
A.M. Best #: 004273 NAIC #: 28304 FEIN #:410984698
Dom¡cil¡4ry Address
'121 East Park Square
Owatonna, MN 55060
United States
FreHttrr¡ù Fdh¡r @:
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Assigned to insurance companies that have, in our opinion, a superior ability to meêt the¡r ongoing insurance obl¡gat¡ons Web: www.federatedinsurance.com
Phone: 507-455-5200
F ax: 5O7 -446-4664
insurance enlilies ¡n th¡s slructure.
I Best's Credit Ratings
F¡nancial Strength Rating View Def¡nition
Rat¡ng:
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Financial Size Category:
Outlook:
Action:
Effect¡ve Date:
lnitial Rat¡ng Date:
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ln¡tial Rating Oate:
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Senior F¡nanc¡al Analyst: Adr¡enne Tortoriello
senior Financial Analyst: Robert Raber
Disclosu re lnformat¡on
Ar (Super¡or)
p (Pooled)
XV ($2 Billion or greater)
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January 28,2016
January 10, 2008
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Effect¡ve Date
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Effective Date
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ffiM'Best|SiteMap|customerSeNice|Membêrcenterlcontactlnfo|careeß|-[emsofUs6|PriVacyPolicy|Sscufity|Legal&L¡censing Regulatory Affaiß - Fom NRSRO - Code of Conduct - Rating Methodology - Historical P€rformance Data CopyrightO2ol6A.i/. BestCompany, lnc. and/oritsatfiliatesALL RIGHTS RÉSÊRVED. http:l\ruww3.ambest.com/ratings/entities/CompanyProfile.aspx?ambnum=4273&URATINGID=2737275&MCToken=16747721641ffi238253%156381071962218... 212 Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
111912016 Insurance Company of the West - Company Profile - Best's Credit Rating Center A.M. Best Rating Services
lnsurance Company of the West el
A.lvl. Best #: 004667 NAIC #: 27847 FEIN l: 952769232
Ma¡ling Address
PO. Box 509039
San D¡ego, CA 92150-9039
Un¡ted States
V¡ew Additional Address lnformat¡on
Web: ww.icwqrouD.com
Phone: 858-350-2400
Fax:858-350-2792
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Sen¡or Financial Analyst: Adrienne Tortor¡ello
Senior DirectÕr: Gregory T. Wlliams
Disclosure lnformat¡on
A- (Excellent)
p (Pooled)
Xl ($750 Million to $1 Billion)
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A.l\.4. Best has provided ratings & analysis on th¡s company since l978.
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Effect¡ve Date
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European Un¡on Olsclosures
ìssued and endorsed by AMBERS mây be used for regulatory purposes in ths EU âs per Direct¡ve 2006/48/EC.
Austral¡an D¡sclosures
decisions.
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AboutA.M.Best lS¡teMap lCustomerseryice lMemþerCenter lContactlnfo lCareêß lTemsofUse lPnvacyPol¡cy lsecunty lLegal&L¡cens¡ng Regulatory Affaiß - Fom NRSRO - Code of Conduct - Rating lvlethodology - H¡storical Pêlomance Data Copyright O 20 1 6 A.M. Best Company, lnc. and/or ¡ts affiliates ALL RIGHTS RESERVED. http:/Áruww3.ambest.com/ratingsientitiesiCompanyProfile.aspx?ambnum=4273&URATINGID=2737275&MCToken=16747721æ1æ23825334156381071962218... Z2 Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
TO:
FROM:
SUBJECT:
4b8-+
DATE: October 19,201ô
AGENDA ¡TEM NO: New Business
Agenda ltem 6-F.
The Honorable Mayor and City Council
Ron Bow, Director of Public Works/Assistant City Manager Citywide Fleet Fuel Purchasing
RECOMMENDATION:
It is recommended that the City Council consider:
1. Authorizing the City Manager to execute a three year agreement, in a form approved by the City Attorney, with SC Fuels, not to exceed the amount of $840,000 with two 1-year options; and
2. Taking such additional, related, action that may be desirable.
EXECUTIVE SUMMARY:
Throughout the course of the year, staff purchases approximately 128,000 gallons of fuel to operate the City's fleet, including Police, Fire, Public Works, and other city vehicles. The Cíty operates and maintains two fleet fueling stations located at Fire Station #61 and the Public Works Corporate Yard. Per the Monterey Park Municipal Code Chapter 3.20 Purchasing, staff completed the bidding process for Fleet Fuel Delivery and requests City Council authorization for the City Manager to execute an agreement, in a form approved by the City Attorney, with SC Fuels in the amount of $280,000 per year for a three year term, for a total not to exceed $840,000, for fleet fuel delivery.
BACKGROUNÐ:
Staff recently completed the bidding process for Fleet Fuel Delivery. Bid packages were sent to the following four (4) Fuel Suppliers:
Alexis Oil Co.
Ðion & Sons, lnc.
Jankovich Co.
Southern Counties Oil Co., dba SC Fuels
Staff received two (2) responses
Southern Counties Oíl Co., dba SC Fuels
Dion & Sons, lnc.
Corona, CA
Long Beach, CA
Paramount, CA
Orange, CA
OPIS Price +$0.00
OPIS Price +$0.18
City Gounc¡l Staff Report
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Staff Report
Due to the volatility of fuel prices, bids were compared using OPIS (Oil Price lnformation Service) pricing. The OPIS price is the daily, wholesale terminal price for fuel and is the most widely used benchmark for fuel supply contracts. SC Fuels provided the lowest bid at OPIS Price +$0,00. These terms are locked in for three years with two, 1 year options. Accordingly, staff recommends entering into a three (3) year agreement (with two optional one year extensions) with SC Fuels for a three (3) year total amount of $840,000.
FISCAL IMPACT:
The 2016-2017 fiscal year approved budget includes $280,000 for the purchase of fleet fuel in account #0060-801 -4211-22250 for year 1 of the agreement. submitted by Prepared by:
fd-^B*",
Ron Bow
Director of Public
Tito Haes
Works/Assistant C ity Manager
Public Works Maintenance
Manager
App Reviewed
Paul L. Talbot Karl er
City Manager
ATTACHMENT:
1. Notice lnviting Bids - Fleet Fuel Delivery
2. SC Fuels Bid Package
Ass Attorney
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
ATTACHMENT I
Notice lnviting Bids - Fleet Fuel Delivery
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
NOTICE INVITING SEALEÐ BIDS
FOR FLEET FUEL DELIVERY
IN THE CITY OF MONTEREY PARK
The City of Monterey Park is accepting sealed bids in the City Clerk's office, 320 W Newmark Avenue, Monterey Park, California 91754, until 11:00 a,m.; WEDNESDAY, OCTOBER 5, 2OI6
at which time they will be publicly opened. Bids will not be accepted after that time.
As described in the Bidding Documents, the bids are for FLEET FUEL DELIVERY ("Project") which consists of the delivery of fuel to the Cíty of Monterey Park Corporate Yard and Fire Station #61, gasoline and diesel.
The terms and conditions for bidding on the Project are described in the attached Bidding lnstructions
DATED this 20th day of September, 2016.
CITY OF MONTEREY PARK, CALIFORNIA
City Clerk
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
BIDDING INSTRUCTIOIIS
1 DEFINITIONS, Unless provided otherwise, the definitions in the Sample Contract are applicable to all Bidding Documents.
1.1"Addenda" means written or graphic instruments issued by the City before the Bid Deadline that modify or interpret the Bidding Documents by additions, deletions, clarifications, ot corrections.
1.2"Bid Deadline" means the date and time designated in the Notice for Bids as the last date and time for receipt of Bids, as may be revised by Addenda. 1,3"Bidder" means a person or firm that submits a Bid.
1.4 "Lump Sum Base Bid" means the sum stated in the Bid for which Bidder offers to complete the Project.
2 BIDDER'S REPRESENTATIONS. By making its Bid, Bidder represents that:
2.1 Bidder read, understood, and made the Bid pursuant to the requirements in the Bidding Documents.
2.211 applicable, Bidder visited the Project site and is familiar with the conditions under which the Project will be performed and the localconditions.
2.3The Bid is based upon the materials, equipment, and systems required by the Bidding Documents.
2.4lf licensure or proper licensure is eontroverted, then proof of licensure pursuant to this section must be made by production of a verified certificate of licensure from the licensing authority. Nothing in this subdivision requires any person or entity controveding licensure or proper lícensure to produce a verified certificate. When licensure or proper licensure is controverted, the burden of proof to establish licensure or proper licensure is on the licensee.
2.5 Bidder has the expertise and financial capacity to perform and complete all obligations under the Bidding Documents.
2,6The person executing the Bid Form is duly authorized and empowered to execute the Bid Form on Bidder's behalf.
2.7Bidder is aware of and, if awarded the Contract, will comply with Applicable Code ' Requirements in its performance of the Project.
2.8The Bidder has paid the City's business license fee(s). 3 BIDDING DOCUMENTS.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
3,l Bidders may obtain complete sets of the Bidding Documents from the City
3.2Bidders will use a complete set of Bidding Documents in preparing Bids.
3.3The City makes copies of the Bidding Documents available, on the above terms, for the sole purpose of obtaining Bids for the Pro.¡ect and does not confer a license or grant permission for any other use of the Bidding Documents. 4 INTERPRETAT¡ON OR CORRECTION OF BIDDING DOCUMENTS.
4.13efore submitting its Bid, Bidder will carefully study and compare the various documents comprising the Bidding Documents and will at once report to the City's Representative errors, inconsistencies, or ambig uities d iscovered.
4.2Requests for clarification or interpretation of the Bidding Documents will be addressed to the City's Representative.
4.3Clarifications, interpretations, corrections, and changes to the Bidding Documents will be made by Addenda. Clarifications, interpretations, corrections, and changes to the Bidding Documents made in any other manner will not be binding and Bidders will not rely upon them.
5 PROÐUCT SUBSTITUTIONS. No substitutions will be considered before award of Contract. Substitutions will only be considered after award of the Contract and as provided for in the Contract Documents.
ô ADDENDA.
6.l Addenda will be in writing and issued only by the City. Addenda will be mailed or delivered to all who are known by the City to have received a complete set of Bidding Documents and who have provided a street address for receipt of Addenda.
6.2Copies of Addenda will be made available for inspection at the City's Public Works Departrnent.
6.3The City will issue Addenda so that they are received by prospective Bidders not later than three (3) business days before the Bid Deadline. Addenda that withdraw the request for Bids or postpone the Bid Deadline may be issued anytime before the Bid Deadline.
6.4 Each Bidder is responsible for ensuring that it has received all issued Addenda before issuing a Bid,
7 FORM AND STYLE OF BIDS
7.1Bids will be submitted on the Bid Forrn included with the Bidding Documents, Bids not submitted on the City's Bid Form will be rejected,
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
7.2All blanks on the Bid Form will be filled in fegibly in ink or by typewriter,
7.3 Bidder's failure to submit a price for any Alternate or unít price will result in the Bid being considered as nonresponsive. lf Alternates are called for and no change in the Lump Sum Base Bid is required, enter "No Change,"
7.4Êach Bidder must fill out the "Bidders Statement of Past Contract Disqualifications" form stating any and all instances of contract disqualifications due to a violation of a law or safety regulation, The Bidder must explain the circumstances of eaeh disqualification. The City may reject the bid based on such information.
7.5 Bidder will make no stipulations on the Bid Form nor qualify the Bid in any manner.
7.6The Bids will be based upon lull completion of all the Project.
7.7The Bid Form will be signed by a person or persons legally authorized to bind Bidder to a contract. Bidder's Representative will sign and date the Declaration included in the Bíd Form. Failure to sign and date the declaration will cause the Bid to be rejected.
7.8The Bid Form, Bid Security, and all other documents required to be submitted with the Bid will be enclosed in a sealed opaque envelope. The envelope will be addressed to the City Clerk. The envelope will be identified with the Project name, Bidder's name and address, and, if applicable, the designated portion of the Project for which the Bid is submitted. lf the Bid is sent by mail, the sealed envelope will be enclosed in a separate mailing envelope labeled as follows: 'SEALED BID ENCLOSED."
7.9Bids will be deposited at the designated location on or before the Bid Deadline. A Bid received after the Bid Deadline will be returned to Bidder unopened. 7 iA Bidder will assume full responsibility for timely delivery at the location designated for receipt of Bids.
7.11 Oral, telephonic, facsimile, or telegraphic Bids are invalid and will not be accepted.
8 MODIFICATION OR hÍITHDRAWAL OF BID
8,1Before the Bid Deadline, a submitted Bid may be modified or withdrawn, Notice of such action willbe given to the City in writing and signed by the Bidder's authorized representative. A change so made will be so worded as not to reveal the amount of the original Bid.
8.2A withdrawn Bid rnay be resubrnitted up to the Bid Deadline, provided that it then fully complies with the Bidding Requirements.
8.3Bids may not be modified, withdrawn, or canceled within sixty (60) days after the Bid Deadline unless othensise provided in Supplementary lnstructions to Bidders.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
I OPENING OF BIDS. Bids submitted in the manner required by these instructions and are received on or before the Bid Deadline will be opened publicly. 10 REJECTION OF BIDS.
10,1 The Cily will have the right to reject all Bids.
10.2 The City will have the right to reject any Bid not accompanied by the required Bid Security or any other item required by the Biddíng Documents, or a Bid which is in any other way materially incomplete or irregular.
11 AWARD
11.1 The City may retain all bids for a period of sixty (60) days for examination and comparison, and to delete any portion of the work from the contract.
11.2 The City will have the right to waive nonmaterial irregularities in a Bid and to accept the lowest responsive Bid as determined by The City.
11.3 The City will have the right to accept Alternates in any order or combination, unless othenruise specifically provided in the Bidding Documents.
11.4 The City will determine the low Bidder on the basis of the sum of the Lump Sum Base Bid,
1 1.5 The City will select the apparent lowest responsive and responsible Bidder and notify such Bidder within thirty (30) days (unless number of days is modified in Supplementary lnstructions to Bidders) afte¡ the Bid Deadline or reject all bids. Within ten (10) days after receiving the City's notice that Bidder was selected as the apparent lowest responsible Bidder, Bidder will submit to the City all of the following items:
11.5.1 Three originals of the Agreement signed by Bidder.
11.5.2 Ceftificates of lnsurance on form provided by the City 1 1 .5.3 Preliminary Contract Schedule.
11.5.4 Cost Breakdown.
1 1.6 lf Bidder submits the three original signed Agreements and all other items within ten (10) days afte¡ receiving the City's notification, and all such items comply wíth the requirements of the Bidding Documents, the City will award the Contract to Bidder by signing the Agreement and returning a signed copy of the Agreement to Bidder.
11.7 lf the City consents to the withdrawal of the Bid of the apparent lowest responsible Bidder, or the apparent lowest responsible Bidder fails or refuses to sign the Agreement or submit to the City all of the items required by the Bidding Documents, wÍthin ten i10) days after receiving the City's notification, or the City Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
determines that the Bidder is not financially or otherwise qualified to perform the Contract, the City may reject such Bidder's Bid and selecl the next apparent lowest responsible Bidder, until all bids are exhausted, or reject all Bids. 12 MISCELLANEOUS
12.1 Availability of Fuel is a critical part of the consideration and must be state in definite terms and must be adhered to.
12.2 Delivery must be available within 24 hours of order
12.3 Price Terms shall be locked in for three (3) years with two (2) one (1) year optional extensions.
12.4 Delivery sites are:
Monterey Park Corporate Yard, 751 South Alhambra Avenue, Monterey Park, CA 91754 (87 Octane Gasoline - below ground tank)
Fire Station #61, 350 West Newmark Avenue, Monterey Park, CA 91754 (89 Octane Gasoline & Red Dye Diesel #2 - below ground tanks) Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
INSURANCE REQUIREMENTS
IMUST BE SUBMTTTED W|TH PROJECT PROPOSALI
To be awa¡ded this contract, the successful bidder must procure and maintain the following types of insurance with coverage limits cornplying, at a minimum, with the limits set forth below:
Tvpe of l¡giUAtc_q t=unitg
Comrnercial general liabi lity:
Business automobile liability
Workers compensation
$2,000,000
$1,000,000
Statutory req uirernent.
Commercial general liability insurance must meet or exceed the requirements of ISO-CGL Form No. CG 00 01 11 85 or BB. The amount of insurance set forth above must be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its officials, and employees as "additional insureds" under said insurance coverage and to state that such insurance will be deemed "primary" such that any other insurance that may be carried by the City will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance must be on an "occurrence," not a "claims made," basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City.
Automobile coverage rnust be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).
The Consultant must furnish to the City duly authenticated Certificates of lnsurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. lnsurance must be placed with admitted insurers with a current A.M. Best Company Rating equivalent to at least a Rating of "A:Vll." Ceñificate(s) must reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Consultant will require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word "endeavor" with regard to any notice provisions.
By signing this form, the bidder certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City's consultant, Failure to provide this insurance will render the bidder's proposal "nonresponsíve." Date Bidder
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
BID FORtt'
The undersigned declaros that he/she has carefully examined the lnvitation to B¡d, Bid Terms and Conditions, and Specifications, is thoroughly familiar wíth the contents, and proposes to provide the City of Monterey Park the materials quoted below:
65,000
MATERIALS
Qty
40,000
SERV|CES
Delivery Available?
lf yes, Delivery Charge
Availability of Materials
Item
87 Octane Unleaded Gasoline
89 Octane Unleaded Gasoline
Red Dye Dieself2
Unit Cost ' Extended Cost
Hours
DATE
g?1,!9ns
23,000
I
I
I
i
i
Yes No
Days
VENDOR NAME
Exceptions to specifications or additional notes, if any:
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
RETURN BID TO
City of Monterey Park
City Clerk's Office
320 West Newmark Avenue
Monterey Park, CA 91754
Be sure to write on the lower lett side of the envelope BID NO. 17.5 FLEET FUEL DELIVERY
Authorized Official (Print)
Signature
Title Teleplrone Date
Firm Name
Address
Çity/State * ãip
EmailAddress
BID MUST BE RECEIVED BY 10:00AM, WEDII¡ESÐAY, OCTOBER 5, 20t6 F âY
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
Addendum No. I
To
Notice lnviting Sealed Bids
For Fleet Delivery
ln the City of Monterey Park
lssued by:
City of Monterey Park
Department of Public Works
September 21, 2016
{)n September 20, 20 | 6. the City of Monterey Park Deparlmcnt of Public Works rcleased a Nolice Inviting Sealed Bids to solicit proposals from qualifìed vendors to provide fleet iuel to the City olMonterey Park. As ststed in Scction 4.3 of the Bidding lnstructions, the City of Monlerey Park has the right to amend the Bidding [)ocuments by written addendum, This Addendum Number I amends the Bidding l)ocuments as indicafed below (new or revised language is highlightecl ior easy reference):
Please replace Bid Form with the f'ollowing Bid Form
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
BID FORilI
The undersigned declares that helshe has carefully examined the lnvitation to Bid, Bid Terms and Conditions, and Specifications, is thoroughly familiar with the contents, and proposes to provide the City of Monterey Park the materials quoted below:
MATERIALS lpease use Los Angeles OPIS Daily 10 AM Unbranded Average lor 91211161 Qty ltem OPIS Pricel
Gallon
i
t
I
-¡..
Bidders
Margin (*l
Bid Price/Galton iËiiended CostlBid
i
I
$
-*.*.._. I -.
40,000
gallons
65,000
gallons
87 Octane Unleaded
Gasoline
89 Octane Unleaded
Gasoline
$
$
$
s
$
23,000
gallons
Red Dye Diesel#2
SERV|CES
Delivery Available?
lf yes, Delivery Charge?
Availability of Materials Days
VENDOR NAME
Exceptions to specifications or additional notes, if any:
$
$
Yes No
Hours
DATE
I
".-t
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
ATTACHMENT 2
SC Fuels B¡d Package
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
ãtLrELs'
V voun flNGt6 cHotcÊîon FuEl
1800 West Katella Ave., Suite 400
P.O. 8ox 4159
Orange, CA 92863-4159
(714t 7M-7140
www.scfuels.com
October 3,2Ot6
City of Monterey Park
City Clerk's Offìce
320 W. Newmark Ave.
Monterey Park, CA 91754
Fleet Fuel DeliverY
Sealed Bid Enclosed
Southern Counties Oil Co., a CA Limited Partnership dba SC Fuels is pleased to submit the following proposal for the fuel requirements of the City. Please note the following regarding our proposal:
1. Prices listed are exclusive of all current taxes and environmentalfees. r CALIFORNIAAB 32: THERE MAY BE ADÐITIONAL COSTS ASSOC¡ATED WITH THE IMPLEMENTATION AND EXECUTION OF A832. SC FUELS RESERVES THE RIGHTTO PASS ON THESE COSTS TO BUYER BASED ON INDUSTRY PRACTICE.
r C.A.R /GHG and LCFS COSTS: FOR AL! PRODUCTS PURCHASED AT A TERMINAL LOCATED lN THE srATE oF cALtFoRNtA, THE pER GALLoN pAss rHRouGH cosrs AssoclATED wlrH THE GHEGICAP AND TRADE PROGRAM AND THE CFS PROGRAM {"CARBON COSTS"}WILL BE EMSEDDED lN THE SASE FUEL pRtCE tt.E. NO SEpARATE LtNE |TEM{S)WrLt SE EROKEN OUT). EMBEDDED PER GALLON VALUE WILL BE BASED ON THE PRIOR DAY ,,OPIS W¡TH CARBON COSTS" {LCFS AND CAR INCLUÐED}
POSTING FOR THE APPROPRIATE PRODUCT, SC FUEIS RESERVES THE RIGHT TO CHANGE THE INVOICE FORMAT FOR CARBON COSTS VALUE ON OUR INVOICES.
Pricing offered would be applied to OPIS with CAR embedded.
2. Payment terms are Net 30 ACH.
3, Our offer to of The City is conditional upon review and approval by SC Fuels Credit Department and CFO of credit terms and conditions prior to award.
OCPCLHO
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
lf you have any questions regarding this proposal, please contact the undersigned at {805} 389- 3550.
Thank you for your consideration,
Regards,
Karen Koep
Manager
Bids and Contracts
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
LoS ANGELES, cA 2A16'09-21 L0:00:1? EDT
**OPIS CONTRI\CT BENCHMARK FILE** **opls cRoss CARFG aTHANOL (10t) PRTCES V{ITH CAR COST ** Move
Terms UnI Move Mid Move Pre Move Date Time
valero u N-10 169.05 + 2,25 185.03 + 2.25 201-.01 + 2.24 09/20 18:00 5 l_9
CAP-AT_THE-RACK
I,CFS COST
OPIS LOS ANGELES DELIVERED SPOT (SRI
PDI
Tesoro
PSX
VitoI
Valero
ShelI
PSX
Chevron
Texaco
T,O!{ RACK
HIGH RACK
RACK AVG
Tesoro u N-10
PSX u N-10
valero u N-10
Valero b N-1,0
PSX b N-10
Shell b 1--10
Chevron b Lt45c
Texaco b Lt45c
PDT u ]-CT
LOW RACK
HIGH RACK
RACK AVG
CAP-A1-THE-RACK
LCFS COST
u 1CT
u N-10
u N-10
u N-10
b N-10
b 1-10
b 1-r.0
b l-t45c
b 1-t_0
169.84
1r0.75
t'?2.40
L?6. 00d
17 6.20
186. 06
18?.61
187.70
187. 70
169. 05
187. ?0
2,54
4.00 2.OA
3.00 L. ?5
2.A2
2.42 2. 00
2 .00
189.82
190.75
19?,00
r.84.18
199.70
r9'7.2r
196. 80
1_95.80
184.18
1_99.70
1"61. ?3
r-84.1B
199,70
L94.94
185 .03
197.00
190. 65
]-62.25
163 .97
..._
170.10
162.25
1?0.10
1 (sRr)
L46.4L
L62.25
170.10
t6s .44
+ 2.50
+ 4.00
+ 2.OO
* 1.75
+ 2.02
+ 2.02
+ 2.00
+ 2.00
+ .75
+ .50
---. ;;
209.80
2LO.75
2r2.AO
l_93.16
2r_3.33
206. 80
246.70
246.70
193.16
213.33
206.69
L0,39
3.405
L72,26
193.16
213 .33
205.34
20r..0L
2t2.04
208.39
+ 2.50
+ 4.00
+ 2.00
+ L.74
+ 2.02
+ 2.02
+ 2.00
+ 2.OA
00: 01
00: 03
l8: 00
18:00
18 :00
1B:00
1-8:00
18:00
18 :00
00:03
18 :00
18:00
L8:00
1"8:00
L8:00
18: 00
18:00
00:01
+
+
+
+
+
+
+
+
+
09/20
a9/2L
09/20
0e/2a
09 /20
s9/20
09 /20
a9 /20
09/20
FOB T,OS ANGE},ES
BRD LOÍ¡ RACK
BRD HIGH RACK
BRD RACK AVG
UBD LOÍü RACK
UBD HIGH RÀCK
UBD RACK AVG
L6L.25
L62,50
]-63.47
t64.47
L64.72
165. 5?
167. 00
1"67. 00
169. 60
L6L.25
169. 60
165.06
13. 25
2.645
OPTS LOS ANGELES DE1IVERED SPOT
FOB LOS ANGEIES 146.06
BRD LOW RACK T64.47
BRD HICH R.ACK 167.00
BRD R.ACK AVG 1.65.?5
UBD IO!' RACK 76L.25
UBD HTGH R"ACK 169.60
UBD R.ê,CK AVG L64.2L
154.71
l.76,24
L8?. ?0
r"8s. 05
169. 05
L't2.00
170. 41
LoS ANÇELAS, cA 2OL6-09-21 10:00:17 EDt
**OPIS CONTR^ACT BENCHMARK FT],E**
**OPTS GROSS CARB ULTRA LO[l¡ SIJT,FUR ÐISTILLATE PRICES Í,I¡TTH CAR COST ** No.2 No.2 Move
Têrms No2 Move RD Move NRI,M Move Date Time
+ .75
+ 1-. 00
+ .50
+ .BÛ
+ .50
+ .70
+ .60
+ .60
+ .70
0912L
09/2A
09/2A
a9/20
09/2A
09 /20
09 /20
a9/2A
09/2t
4.4 0 405
10. 4
3.2s
.645
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
I,¡OTICE lllVlTlllc SEALED BIDS
FOR FLEET FUEL DEL]VERY
¡N THE CIW OF IIOIITEREY PARK
The City of Monterey Park is eccapting sealed bids in the City Clerk's ofiice, 320 W.
Newmark Avenue, Monte¡ey Park, California 91754, until 11:00 a.rn.:
ITEDNESDAY, OCTOBER 5, 2016
at whlch tlme they will be publicly opened. Bids will nol be accepted afþr that time.
As described in the Bidding Documents, the bids are for FLEET FUEL DELIVERY ('Project') which consists of the dclivery of fuel to the City of Monterey Park CorporaÞ Yard and Fire Stalion #61, gasoline and dieeel,
The terms and conditions lor bidding on the Project are described in the attached Bidding lnstructions
DATED this 206 day of September, 2016,
CITY OF IUONTEREY PARK, CALIFORNIA
City Clerk
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
BIDDIIIG INSTRUCTIONS
f DËF¡N¡T|ONS. Unless provided otherwise, the definitions in the Sample Contract are applicabÞ to all Bidding Ûocuments,
1,1"Addenda" means written or graphic instruments issued by the City before the Bid Deadline that modify or interpret the Bidding Ðocuments by additions, deletions, clailfications, or corrections.
1,2"8¡d Deadline" means the date and time designated in the Notice for Bids as the last date and time for receipt of Bids, es may be revised by Addenda. l.3"Bidder' means a peson or firm that submits a Bid.
1.4 "Lump Sum Base Bid'means the sum stated in the Bid for which Bidder offers to complete the Project.
Z B¡DDER'S REPRESENTATIONS, By making ¡ts B¡d, Bidder represents that:
2.1Bidder read, undsrgtood, and made the Bid pursuant to the requirements in the Bidding Documents.
2.2|f applicable, Bidder visited the Project site and is familiar with the conditions under which the Proiect will be performed and the local conditþns2.31he Bid is based upon the materials, equipment, and systerns required by the Bidding Documents.
2.4¡f licensure or proper licensure is controverted, then proof of licensure pursuant to this section must ùe made by productlon of a varified certificate of licensure from the licensing authority. Nothing in this subdivision requires any person or entity controvãrting licensure or þroper licensure to produce a varilied certificate. When licensure orþroper licensure is controverted, the burden of proof to establish licensure or proper licensure is on thc licensee.
2.5Bidder has the expertise and financial capacity to perform and complete all obligations under the Bidding Documents.
2.6The peÍson executing the Bid Form is duly authorized and empowered to execute the Bid Form on Bidder's behalf.
2.ZBidder is aware of and, if awarded the Contract, will comply with Applicable Code Requirements in its performance of the Project.
2.8The Bidder has paid the Citt's business license fee(s). 3 BIDD¡NGDOCUi¡IE}ITS.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
3.l Bidders may obtain complete sets of the Bidding Documents from the City
3.2BÍdders will use a complete set of Bidding Documents in preparing Bids.
3.3The City makes copies of the Bidding Documents available, on the above terms, for the sole purpose of obtaining Bids for the Project and does not confer a license or grant permission for any other use of the Bidding Documents. 4 ¡NTERPRETATIOI{ OR CORRECTIOI{ OF BIDDING DOCUMEilTS.
4.1 Before submitting its Bid, Bidder will carefully study and compare the various documents comprising the Bidding Documents and willat once reportto the City's Representative errors, inconsistencies, or ambiguities discovered.
4.2Requests for clarification or interpretation of the Bidding Documents will be addressed to the City's Representative.
4.SClarifications, interpretations, corrections, and changes to the Bidding Documents will be made by Addenda, Clarifications, inteçretations, corrections, and changes to the Bidding Doduments made in any other manner will not be binding and Bidders will not rely upon them,
5 PRODUCT SUBSTITUTIONS. No substitutions willbe considered before award of Contract. Substitutions will only be considered after award of the Contract and as provided for in lhe Contract Documents.
6 ADDENBA.
6.lAddenda will be in writing and issued only by the City. Addenda willbe mailed or delivered to allwho are known by the Cig to havE received a complete set of Bidding Documents and who have provided a slreet address for receipt of Addenda. ô.2Copies of Addenda will be made available for lnspection at the City's PublicWorks Depafiment.
6.3The Ci$ will issue Addenda so that they are received by prospective Bidders not later than three (3) business days before the Bid Deadline. Addenda that withdraw the request for Bids or postpone the Bid Deadline may be issued anytime before the Bid Deadline.
6.4Each Bidder is responsible for ensuring that it has received all issued Addenda befure issuing a Bid.
7 FORT AND STYLE OF BIDS
7.1Bids will be submitted on the Bid Form included with the Bidding Documents. Bidg not submitted on the City's Bid Fom willbe reiected.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
I
T.zilLblanks on the Bid Form will be filled in tegibly ln ink or by typewtiter'
7.3Bidder's failure to submit a price for any Alternate or unit price will result in the Bid being considered as nonresponsiva. lf Alternates are called for and no change in the Lump Sum Base Bid is reguired, enter "No Change."
7.4Each Bidder must fill out the "Bidders Statement of Past Contract Dlsqualifications" form stating any and all instances of contract disqualifications due to a violation of a law or safety regulation. The Bidder must explain the circumstances of each disqualification. The City may reject the bid based on such information.
7.S3idder will make no stipulalions on the Bid Form nor qualify the Bid in any manner'
7.6The Bids will be based upon tull completion of allthe Proiect7.7The Bid Form will be signed by a person or persons legalty authorized to bind Bidderto a contract. Bidde/s Representative will sign and date tha Declaration included in the Bid Form. Faifure to sign and date the declaration will cause the Bid to be rejected.
7.gThe Bid Form, Bid Security, and all other documents required to be submitted with the Bid will be enclosed in a sealed opaque envelope. The envelope will be addresEed to the City Clerk. The envelope willbe identified with the Proiect name, Bidde/s name and address, and, if applicable, the designated portion of the Project for which the Bid is submitted. lf the Bid is sent by ma¡|, the sealed envelope will be enclosed in a separate mailing envelope labeled as follows: "SEALED BID ENCLOSED."
7.9Bids will be deposited at the designated localion on or before the Bid Deadline. A Bid received after the Bid Deadline will be returned to Bidder unopened. 7 JA Bidder will assume full responsibility for timely delivery at the losation designated for receipt of Bids.
7.11 Oral, telephonic, facsimile, or telegraphic Bids are invalid and will not be accepted.
iíODIFICATþil OR WITHDRAWAL OF BID"
8.1 Before the Bid Deadline, a submitted Bid may be modified or withdrawn. Notice of such action willbe given to the City in writing and signed by the Bidder's authorized representative. A change so made will be so tvorded as notto reveal the amount of the original Bid.
8.24 withdrawn Bid may be resubmitted up to the Bid Deadline, provided that it then fully complies with the Bidding Requirements.
8.3Bids may not be modified, withdrawn, or canceled within sixty (60) days after the Bid Deadline unless otherwise pnvided in Supplementary lnstruc{ions to Bldders.
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
I OPENINû OF BIDS. Bids submitted in the manner required by these instructions and are received on or before the Bid Deadline willbe opened publicly, 10 REJECTIOII OF BIDS.
10.1 The City will have the rþht to reject all Bids
1A.2 The City will have the right to reject any Bid not accompanied by the required Bid Security or any other item required by the Bidding Documents, or a Bid which is in any other way materially incomplete or inegufar.
11 AWARD
11.f The Ci$ may retain all bids for a period of sixty (60) days for examination and comparison, and to delete any portion of the work frorn the contract.
11.2 The City will have the right to waive nonrnaterial ineguladties in a Bid and lo accept the lowest responsive Bid as determined by The City.
11.3 The Cþ will have the dght to accept Altemates in any order or combination, unless othen¡vise specifically provided in the Bidding Documentrs.
11.4 îhe Gity will detennine the low Bidder on the basis of the sum of the Lump Sum Base Bid.
11.5 The City will selecl the apparent lowest responsive and responsible Bidder and notiff such BkJder within thirty (30) days (unless number of days is modified in Supplementary lnstructions to Bidders) afrer the Bid Deadline or refect allbids. Within ten (10) days after receiving the Cily's notice that Bidder was selected as the apparent lowest responsible Bidder, Bidder will submit to the City all of the following items:
11.5.1 Three originals of the Agreement signed by Bidder.
11.5.2 Certificates of lnsurance on form provided by the Gity 1 1.5.3 Preliminary Contract Schedule.
11.5.4 Cost Breakdown.
11.6 lf Bidder subrnits the three original signed Agreements and all other items within ten (10) days after reæiving the City's notificstion, and allsuch iterns comply with the requirements of the Bidding Documents, the City will award the Contract to Bidder by sþning the Agreement and returning a signed copy of the Agreement to Bidder. 11,7 lf the City consents to the withdrawal of the Bid of the apparent lowest responsible Bidder, or the apparent lorrest responsible Bidder fails or refuses to sign the Agreement or submit to the City all of the items required by the Bidding Documents, within ten (10) days after receiving the Cig's notification, or the City Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
determines that the Bidder is not financially or olherwise qualified to perform the Contract, the City may reject such Bidder's Bid and selec't the next apparent lowest responsible Bidder, untll all bids are exhausted, or reiect all Bids. 12 üISCELI-ANEOUS
12.1 Availability of Fuel is a critical part of lhe consideration and must be ctate in delinite tems and must be adhered to.
12.2 Delivery must be available within 24 hours of order'
12.9 Prica Terms shallbe locked in forthree (3) years wilh tlr¡o {2) one (1) year optional extensions.
12.4 Delivery sites are:
Monterey Park Corporate Yard, ?51 South Alhambra Avenue, Montercy Park, CA 91?54 (87 Octane Gasoline - below ground trank)
Fire Station #ô1, 350 West Newmark Avenue, Monterey Park, CA 91754 (89 Octane Gasoline A Red Dye Diesel#2 - below ground tanks) Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
INSURAI{ CE REQUIRETIEIITS
lmusr BE suBlillTTED wlTH PRoJECT PROPOSALI
To be awarded this contract, the successful bidder rnust procure and maintrain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:
Tyge g[ lnsurancq Limits
Commercialgeneral liabili$: $2,000,0CI0
Business automobile liablli$ $1,000,000
Workers compensation Statutory requirement.
Commercial general liability insurance must meet or exceed the requirements of ISO-CGL Form No. CG 00 01 11 85 or 88. The amount of insurancc set f,orth above must be a combined single limit per occurrencÐ for bodily injury, personal inlury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its ofrcials, and employees as "additional insureds" under said insurance covôrâge and to state lhat such insurance will be deerned "primary'such that any other insurance that may be canþd by the Giry will be excess thereto. Such endorsement must be reflected on ISO Form No- CG 20 10 11 85 or 88, or equivalent. Such insurance must be on an "occurrence," not a 'claims made," basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the CiV.
Automobile coverage must be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol I (Any AutÐ.
The Consultant musl furnish to the City duly authenticated Certificates of lnsurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time 1o time. lnsurance must be placed with admitted insurers with a current A.M, Best Company Rating equivalent to at least a Rating of "A:Vll." Certificate(s) must reflect that the insurer will provide thlrty (30) day notice of any cancellation of coverage. The Consultant will require its insurer to rnodify such certificates to delete any exculpatory wording stating that failure of the insurer to mail wr¡tten notice of cancellation imposes no obligation, and to delete lhe word uendeavor" w[th regard to any notíce provisions.
By signing this form, the bidder certifies that it has read, understands, and will comply with these insurance requirernents if it is selected as the City's consultant. Failure to provide this insunnce will render the birlde/s proposal"nonresponiift.,^ counries oirco., a carifomia
Parlnersh clba 3Õ Fuels
"10Åi/16
Date Karen Koep
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
BID FORH
undersigned declaras that he/she has carefully examined the lnvitation to Bid, Bid Terms and Specifications, is thoroughly familiar with the contents, and ProPoses to the City of Monterey Park the materials quoted below:
Item Extended Cost
Unleaded Gasoline
Unit Cost i
,.
¡
t
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Exceptions to specifications or additional notes, if any:
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
RETURN BID TO:
City ol Monterey Park
City Clerkls Office
320 West Newmark Avenue
Monterey Park, CA 91754
Bc ¡uro to wrib on the lower lefi side of the envelope:
BID XO. I7.5 FLEET FUEL DELIVERY
Ar¡thorized (Print)"
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Title President . Telephone zu-z¿¿-zr¿o Date---:ø"9¿J6-- Fifm Name Southern Counlies Oil a California Limited Partnership dba SC Fuels Address p.0.8ox-41s9
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Addendum No. I
To
Notlce lnviting Sealed Blds
For Fleet Delivery
ln the Clty of Monterey Park
lssued by:
City of MontereY Park
Department of Public Works
September 21, 2016
On September 20,2016, the City of Monterey Park Departrnent of Public Works released a Notice Inviting Sealed Bids to solicit proposals from qualifred vendors to provide fleet fuel to the City of Monterey Park, As stated in Section 4.3 of the Bidding Inslructions, the City of Monterey Park has the right to amend the Bidding Documents by written addendum. This Addendum Number I amends the Bidding Documents as indicated below (new or revised language is highlighted for easy reference):
Please replace Bid Form with the following Bid Form
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
BID FORiI
The undersigned declares that he/she has carefully examined the lnvitation to Bid, Bid Terms and Conditions, and Specifications, is thoroughly familiar with the contents, and proposes to provide the City of Monterey Park the materials quoted below:
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Southern Counties Oil Co., a California
Limited Partnership dba SG Fuels DATE Letgr6
Exceptions to specifications or additional notes, if any:
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Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
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BID DESCRIPTION :
CITY OF MONTEREY PARK
CITY CLERK'S OFFICE
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BID DATE: e,c:t ti
BID TIME: I broc PM
FIRM NAME DATE/TIME RECEIVED
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CITY CLERK STAFF:
Docusign Envelope ID: ACEB90D2-B03D-4984-9443-63D91F73B81D
CITY OF FOUNTAIN VALLEY
CITY COUNCIL
COUNCIL ACTION REQUEST
To: Honorable Mayor and Agenda Date: December 2, 2025
Members of the City Council
SUBJECT: Approval of Memorandum of Understanding for Countywide Mass Notification System (AlertOC)
THREE-YEAR STRATEGIC GOAL
☒ Enhance the culture and environment of “A Nice Place to Live” ☐ Attract and retain revenue producing businesses
☐ Achieve fiscal stability in accordance with the 20-Year Financial Plan ☐ Attract and retain quality staff
☐ Not applicable
EXECUTIVE SUMMARY:
AlertOC is Orange County’s public mass-notification system used to send sensitive emergency information such as evacuation orders, shelter in place and hazard updates.
The County administers the system through its agreement with Everbridge, Inc. and provides access to local jurisdictions via a Memorandum of Understanding (“MOU”).
Approval of the attached MOU will authorize the City of Fountain Valley’s participation in AlertOC for the current contract term (December 30, 2024 – December 30, 2029.) Council approval is required because the AlertOC MOU is an intergovernmental agreement that the City may negotiate “subject to City Council approval” under Fountain Valley Municipal Code Section 2.16.020(j).
DISCUSSION:
AlertOC enables notifications to residents, businesses and visitors during emergencies.
The County uses the Everbridge mass-notification platform in a countywide system, known as AlertOC. The County holds the master agreement with Everbridge, Inc. and public entities, including the City, participate pursuant to a MOU between the County and each participant.
Council action is needed to authorize execution of this intergovernmental MOU pursuant Fountain Valley Municipal Section 2.16.020(j).
The Orange County Sheriff’s Department - Emergency Management Division serves as the system administrator. If approved, the City will designate a Local Administrator to manage user access and training, maintain internal procedures and follow the County’s Operating Guidelines.
Participation covers emergency public notifications for the term 30, 2024 – December 30, 2029.
FINANCIAL ANALYSIS
There is no direct fiscal impact associated with approval of MOU. Emergency use of AlertOC is funded by the County.
ATTORNEY REVIEW:
The City Attorney has reviewed and approved MOU as to form.
ALTERNATIVES:
Alternative No.1: Approve the MOU. This maintains access to the County’s AlertOC (Everbridge) platform for emergency public notifications.
Alternative No. 2: Take no action, and do not approve the MOU. The City would lose access to the County’s AlertOC platform for emergency public notifications and would need to procure and administer its own mass notification solution.
RECOMMENDATION:
Staff recommends Alternative No. 1.
Prepared by: Vanessa Lassooy, Attorney for the City
Reviewed by: Tim Saiki, Acting Fire Chief
Approved By: Maggie Le, City Manager
Attachments:
1. MOU Between the County of Orange and Participants For Use of Countywide Mass Notification System.
2. Contract MA-060-25010178 with Everbridge, Inc. For Public Mass Notification System.
3. County of Orange and Orange County Operational Area Countywide Public Mass Notification System Operating Guidelines
Approved as to Form:
Vanessa Lassooy, Attorney for the City Page 305
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
Effective: June 30, 2008 Revised: October 15, 2024
I. PURPOSE
The purpose of these Operating Guidelines is to describe the use and administration of AlertOC, the Orange County Public Mass Notification System (“System”) by the County of Orange (“County”), County agencies and departments (“Agencies”), and local jurisdictions authorized by the County Board of Supervisors (“Jurisdictions”). This document will provide roles and responsibilities at the regional level. Individual Jurisdictions/Agencies should create and maintain subordinate procedures which incorporate the regional concepts outlined below. The step-by step procedures for activation and use will be maintained in a separate document maintained by each jurisdiction/agency as a part of their emergency response plans for overall planning and response efforts. A copy of these guidelines shall be maintained in PrepareOC.
This document does not supersede any policy and procedures outlined in the Memorandum of Understandings signed by participating agencies, but should be used to support the use of the System.
Authorized users must respect the integrity of the System, understand the regulatory and privacy issues, and fully comply with the guidelines outlined in this document.
II. SYSTEM DESCRIPTION
The primary intent of the System is to disseminate early warning and time sensitive information to County businesses and community members during an emergency event. The System is only one component of the County of Orange public warning system. As deemed fit by local authorities, the System should be used in conjunction with the other public warning mechanisms including, but not limited to: route alerting, the Emergency Alert System, outdoor warning systems, and press releases.
The System is available 24/7 and has been pre-loaded with Orange County landline phone numbers (including unlisted) and countywide geographic maps. Additionally, community members have the option to provide additional contact information via self-registration portal AlertOC.gov with link access from county and all participating entity websites. The System will be used to send messages, describing the situation, impacted area, and recommended action the public should take, to affected businesses and community members via telephone, e-mail, and/or text.
The County is the sponsor of the System and will take appropriate measures to ensure that the System is in a state of operational readiness at all times. It is the responsibility of all participating Agencies to maximize community member benefits from the System.
While the County’s intent for implementing and maintaining the System is for “emergency” use, upon consent from local authorities, cities may optionally use the System to disseminate “government-related” non-emergency notifications to community members and organization resources within its jurisdiction.
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
III. OVERVIEW OF GENERAL SYSTEM FEATURES
At minimum, the Orange County Sheriff’s Department Emergency Management Division shall acquire and maintain a System capable of meeting the following requirements:
A. Licensed for use throughout the County’s entire region B. Capable of sending Wireless Emergency Alerts and Emergency Alert System notifications
C. Capacity to send a 45 second message to 10,000 community members and businesses within 10 minutes
D. Capacity to send messages via phone, e-mail and text E. Accessible via the public internet
F. Provides audit trail logging and reporting
G. GIS map interface for geographic call list generation H. Community member self-registration web portal (available in threshold languages) I. Interactive phone survey technology and reporting
J. Interactive Voice Response based notification setup and execution K. Unlimited vendor support, with access to vendor available for Jurisdictions as needed IV. REGULATIONS AND AUTHORITIES
The System is operated in compliance with laws and regulations which are incorporated by reference into these Operating Guidelines.
• 47 C.F.R. Part 11 – Emergency Alert System
• 47 C.F.R. Part 10 – Wireless Emergency Alerts
• American with Disabilities Act
The System uses the E911 database to complete the notifications. The use of the E911 database is regulated by the California Public Utilities Code (CPUC) sections 2872 and 2891 et seq. The information contained in the E911 database is confidential and proprietary and shall not be disclosed or used except by authorized personnel for the purpose of emergency notifications. Any agency in violation of this regulation is subject to criminal charges as described in the CPUC.
V. GOVERNANCE
The County Board of Supervisors has authority over the System governance.
The Orange County Sheriff’s Department Emergency Management Division (OCSD-EMD) will manage the System as a countywide asset on a day-to-day basis. The OCSD-EMD will draft, implement and maintain policies, processes, and data related to the System. The OCSD-EMD is responsible for ensuring that the provisions of the Vendor contract are implemented properly.
The Emergency Management Council Subcommittee and the Orange County Emergency Management Organization-Technology Subcommittee are responsible for recommending plans, procedures, and policies related to the System for approval.
The Orange County Emergency Management Council and County of Orange Operational Area Executive Board are responsible for approving plans, procedures, and policies related to the System.
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
VI. AUTHORIZED USERS
Use of the System by each Agency and Jurisdiction is contingent upon that Agency or Jurisdiction abiding by the contract with the mass notification vendor, and the protocols established by the Emergency Management Council and Operational Area Executive Board.
The System is designed to be a countywide asset, available to all Jurisdictions that have a dedicated public safety answering point (PSAP) and/or a residential population for whom they are responsible for making protective action recommendations.
An Agency may participate in the countywide System at no charge when used for emergency purposes until December 30, 2029.
Entities authorized to join the system at no cost are limited to the County, Orange County Cities, the Municipal Water District of Orange County and Orange County Retail Water Agencies, and the University of California, Irvine. Each participating Jurisdiction must sign a Memorandum of Understanding (MOU) and will maintain, at minimum, a Local Administrator responsible for implementing and administering use of the System at the local level.
A. County Level
1. County Administrator
The OCSD-EMD will assign and maintain a designated County Administrator responsible for overall acquisition, accessibility, maintenance, compliance and management of all components required to provide an effective countywide mass notification system.
The County Administrator is responsible for:
1. System acquisition and contract management.
2. Policy management and as needed modification (in consultation with public safety, emergency management and emergency response personnel.)
3. Audit compliance: routine monitoring of System use to insure policy and contract compliance.
4. Access management: record management of signed MOU from each participating Agency, distribution of local administrator accounts and updated Local Administrator contact list.
5. Data management: E911 data acquisition, update and compliance monitoring.
Countywide map file acquisition, update and overall geo-coding.
6. Testing: facilitate routine System-wide test exercise, document overall test results and recommend and execute, as needed, corrective action at the County level.
7. User Testing: verify and document County Alert and Warning Users are performing monthly tests.
8. Public education campaign: initiate and facilitate public education campaign aimed at making the public aware of the countywide public mass notification system initiative and individual registration web portal.
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
9. Exclusion List: maintaining exclusion lists, provided by Local Administrators, in the System.
10. System support: provide support to County Users and Local Administrators.
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
2. County User
The County will have two levels of users: Alert & Warning Users and Agency Users.
Both Alert and Warning Users and Agency Users are responsible for obtaining MultiFactor Authentication (MFA) software and will require MFA software to be functional for access to the System.
Alert & Warning Users
Orange County Sheriff’s Department Emergency Communication Bureau (9-1-1 dispatch), Control One and Emergency Management Division personnel will be setup as Alert & Warning Users. Alert & Warning Users will have permission to access and launch emergency notifications to all jurisdictions within Orange County consistent with the County of Orange and Orange County Operational Area Alert and Warning Plan.
Alert and Warning users should perform monthly tests including:
1. Logging into AlertOC
2. Sending a test message to one or more contacts
3. Checking message receipt to ensure message was delivered A Jurisdiction that contracts with the Orange County Sheriff’s Department for police services authorizes the OCSD-Control One, OCSD-Dispatch, or OCSD-EMD personnel to launch on their behalf if requested by contracted field personnel in order to launch messages in a timely manner. These jurisdictions can also launch on their own behalf.
Agency User
Agency Users will have permission to execute inter-department notifications.
Unincorporated areas of Orange County will have emergency messaging to the public launched by the Orange County Sheriff’s Department. All other County Agencies may have access to use the System for interdepartmental use. Each participating Agency shall develop and maintain written procedures to identify and address the Agency’s specific use of the System within the scope of this policy guide and provide this guideline to the Orange County Sheriff’s Department Emergency Management Division. Each participating County agency shall maintain a level of training for their users consistent with the County of Orange and Orange County Operational Area Alert and Warning Plan.
B. Jurisdictions
Jurisdictions wishing to participate may do so by having an authoritative representative sign the “Orange County Public Mass Notification System” MOU. Upon signing the MOU, the Jurisdiction will identify a Local Administrator. The Local Administrator completed specified training and certifications before being provided with an account. Throughout the term of the MOU, the Jurisdiction may use the System to send an unlimited number of emergency notifications to the public as well as an unlimited number of emergency and non-emergency inter-department messages. Each participating Jurisdiction shall develop and maintain written procedures to identify and address the Jurisdiction’s specific use of the System within the scope of this guideline. Each participating Jurisdiction shall maintain a level of training
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
for their users consistent with the County of Orange and Orange County Operational Area Alert and Warning Plan.
1. Local Administrator
Participating Jurisdictions agree to appoint a designated Local Administrator responsible for leading, coordinating, monitoring and optimizing use of the System at the local level.
Local Administrator shall act as the Jurisdiction’s central point of contact and will work collaboratively with the County Administrator to ensure local use of the system is within MOU and Operating Guidelines.
Local Administrator is responsible for:
1. Contract acquisition if Agency will use the system for non-emergency purposes.
2. Local Agency Mass Notification Operating Procedure development and management.
3. Use compliance: routine monitoring to ensure System is used within the conditions and terms of this document and associated MOU.
4. Access management: Local User account distribution and management, including an annual audit of accounts; annual attestation that all Local Administrators and Local Users are authorized to continue accessing the system.
Record management of MOU(s) and signed Local User certifications.
5. Testing: facilitate routine local System test exercise, document local test results and recommend and execute, as needed, corrective action at the local level.
6. User Testing: verify and document Local Users with Alert and Warning responsibilities are performing monthly tests.
7. Public education campaign: initiate and facilitate public education campaign aimed at making the local community aware of the intended use of the System and individual registration web portal.
8. System support: provide support to Local Users.
9. Providing logins and procedural training to key individuals within their Agency responsible for using the System.
10. Exclusion Lists: provide annually a review of the exclusion list for businesses, phone numbers, and organizations in the Participating Jurisdiction.
11. Training: ensuring Local Users complete security awareness training that covers at a minimum the following areas: proper protection, handling, dissemination, and destruction of confidential information (CI); threats, vulnerabilities, and risks associated with handling of CI; social engineering; system responsibilities and expected behavior; account usage and management – including password creation, protection, and frequency of changes; system usage – allowed vs. prohibited; incident response; physical security; email protection – phishing threats and business account compromise
12. Incident Response: Local Administrator is responsible to immediately notify OCSD of any incidents that could lead to the unauthorized or accidental use, modification, disclosure, or destruction of any information contained within the system.
2. Local User:
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
Participating Jurisdictions may have an unlimited number of Local Users. Local Users will have access to community member contact records within their Jurisdiction or Service District. Local Users will be authorized and managed by the Local Administrator and may have varied system permissions. For Water Retail Water Agencies, Local Users may use the System to send emergency notifications to the public by using preestablished GIS shape files or the system’s interactive map feature to identify their water users.
Local Users are responsible for obtaining Multi-Factor Authentication (MFA) software and will require MFA software to be functional for access to the System.
If a local user has access to send Alert and Warning messaging to the public then the local user should perform monthly tests including:
1. Logging into AlertOC
2. Sending a test message to one or more contacts (this can be the Alert and Warning User)
3. Checking message receipt to ensure message was delivered
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
VII. AUTHORIZED USE
A. Emergency Public Notifications
Legal restrictions exist related to issuing different types of messages through the System.
All Users are required to know and understand these restrictions. The Form in Attachment B delineates the requirements for each type of message.
As a general principle, the System is to be used when the public is being asked to take some action (e.g. evacuate, prepare to evacuate, shelter in place, boil tap water before drinking, local assistance centers and other follow up information, re-entry to an area after evacuation orders have been lifted or termination of the emergency because the danger has passed).
Use of the System for emergency activity contains two components: (1) the need to disseminate critical, safety-related information to individuals regarding emergency events occurring now, follow up information regarding the event and termination of the emergency event, and (2) communicating with safety-responder staff, volunteers and involved parties about the emergency event.
Emergency Public Notifications are limited to:
1. Imminent or perceived threat to life or property
2. Disaster notifications
3. Evacuation notices
4. Public health emergencies
5. Public safety emergencies
6. Any notification to provide emergency information to a defined community The following criteria should be used to assist with determining the need to issue an alert:
1. Severity. Is there a significant threat to public life and safety?
2. Public Protection. Is there a need for members of the public to take a protective action in order to reduce loss of life or substantial loss of property?
3. Warning. Will providing warning information assist members of the public in making the decision to take proper and prudent action?
4. Timing. Does the situation require immediate public knowledge in order to avoid adverse impact?
5. Geographical area. Is the situation limited to a defined geographical area? Is that area of a size that will allow for an effective use of the system, given the outgoing call capacity?
6. Are other means of disseminating the information inadequate to ensure proper and time delivery of the information?
7. Is the message being sent follow up information to an emergency event in progress? If the answer to ALL of these questions is “Yes”, then an activation of the System for emergency purposes may be warranted.
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
Illustrations of incidents which may be Emergency Public Notifications are included in Attachment A.
Participating Agencies are authorized to develop pre-established notification lists and messages related to specific types of emergencies. The circumstances for using these lists should be documented within County emergency plans and annexes approved by the Emergency Management Council, and their establishment coordinated with the County Administrator. Such documentation should include which forms of System notification will be used (e.g., opt-in agency data). During emergencies, messages will be coordinated with the Operational Area Emergency Operations Center or OCSD-EMD. These lists may include special populations (e.g. in-home care, schools, etc.) or those susceptible to certain risks (e.g. homes within dam inundation zone). It is the responsibility of the participating Agency to create, maintain and update these lists.
B. Emergency Responder Notifications
Emergency Responder Notifications are limited to:
1. Contacting first responders to advise of an emergency
2. Contacting first responders to report for duty due to an emergency
3. Contacting key staff regarding an emergency or crisis situation
4. Contacting agency employees/DSWs to report at a different time or location (or provide an update) due to an emergency
5. Exercises
Emergency considerations:
1. Notification shall clearly state situation is an emergency
2. Message length shall not exceed 60 seconds
3. Message shall have a call back number specific to the agency issuing the notification.
4. It is highly recommended all messages are recorded using a real voice and not the computer transcriber.
5. It is highly recommended to provide a phone number or website where the public can obtain additional or updated information
6. An all clear notification should be sent when applicable C. Non-Emergency Public Notifications
Non-emergency public notification use is prohibited for any of the following purposes:
1. Any message of commercial nature
2. Any message of a political nature
3. Any non-official business (e.g. articles, retirement announcements, etc.)
4. To send a message to an E911 obtained data source
E911 data is cannot be used for non-emergency use except for testing according to the law California Public Utilities Code (CPUC) sections 2872 and 2891.1 and violators may be subject to criminal enforcement. Any Agency or Jurisdiction in violation of this term may have their use of the System suspended or their individual access revoked.
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
No Jurisdiction shall use the System for non-emergency public announcements unless a separate contract with the Vendor is established. Cost associated with non-emergency public notifications is the responsibility of the local Jurisdiction. Jurisdictions will be limited to using the self-registering portal entry data only when launching non-emergency messages.
Jurisdictions who contract to use the System for non-emergency activity agree to give precedence to emergency notification call-outs by delaying or terminating non-emergency notification sessions if needed to increase emergency message success. The primary concern for point of failure in this situation is not the System, but the telephone port capacity of local phone providers responsible for delivering calls to community members and businesses.
D. Inter-Department Communication
Each participating Agency and Jurisdiction is authorized to create employee/volunteer and department call lists and pre-recorded messages. Agencies and Jurisdictions may use the System for non-emergency inter-departmental business communication as needed, without cost. It is recommended that individual Agencies identify where this would add value to their operations and establish separate written protocols and procedures for this use. Interdepartmental users will have permission to inter-departmental contact information only and are authorized to use the System solely for inter-departmental communication including but limited to first responder or volunteer call-outs.
VIII. ACTIVATION OF THE SYSTEM
Each Jurisdiction is responsible for launching messages to affected community members and businesses within their Jurisdiction or Service District. • For messages launched by Jurisdictions on their own behalf, Jurisdictions are responsible for identifying and documenting who has the authority to launch messages.
• For messages launched by the County on behalf of Jurisdictions, the County requires the message be authorized by either the City Manager, City Police Chief, City Fire Chief, City Emergency Manager, or by public safety personnel on the incident scene with Incident Commander approval. Exigent circumstances will be evaluated on a case-by-case basis if the preceding individuals are not available.
The County of Orange and Orange County Operational Area Alert and Warning Plan is incorporated by reference. This document delineates the processes for coordinating all alert and warning notifications, including those transmitted using this System.
IX. LIMITATIONS OF THE SYSTEM
Every effort will be made by the County to ensure the System operates in the manner described in the SOP. However there are limitations of technology which may cause the system to fail or provide inconsistent message delivery. Some of these limitations include:
• Cell Phone Disruptions
• Cell Phone Reception Coverage
• Public Safety Power Shutoff events
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
X. ROUTINE TESTING
Monthly System tests will be conducted to ensure that use of the System in an emergency is optimized and users are familiar with operation. All users should perform monthly message proficiency tests. Users who do not login and perform a message proficiency test at least yearly are subject to removal as a user from the System.
The System will have an annual regional test. This includes testing operational readiness, activation procedures and system effectiveness as well as validating data and system processes. Through the annual test exercise, System administrators and users will be able to observe the mode of operation to augment and refresh System and process knowledge.
Specific test exercise routines, roles, responsibilities and schedule will be detailed in the County of Orange and Operational Area Alert and Warning Plan.
By signing the Mass Notification System MOU, participating Jurisdictions agree to take part in System drills and exercises.
XI. CONFIDENTIALITY AND SECURITY
Through the “Memorandum of Understanding between the County of Orange and Participants for use of Countywide Mass Notification System,” each agency is bound in writing to the confidentiality obligations sufficient to permit agencies to fully perform its obligations under this policy or the vendor agreement. Jurisdictions and Agencies shall be responsible for:
1. Ensuring users have completed an appropriate background check and undergone annual security awareness training.
2. Protecting Confidential Information (CI) contained within the system against accidental or unauthorized use, modification, dissemination, or destruction.
3. Ensuring that users maintain the confidentiality of all user login and password information;
4. Ensuring that users follow the 90 day password expiration limit;
5. Ensuring that users use the service in accordance with all applicable laws and regulations, including those relating to use of personal information;
6. Immediately notifying the County Administrator of any security incident that could lead to the unauthorized access, use, modification, dissemination, or destruction of CI contained within the system.
7. Any breach of the terms of this policy or the vendor agreement by any user; and
8. All communications by users using the service.
XII. COSTS
The County of Orange agrees to fund the System for notifications classified as “emergency use.” The County of Orange also agrees to continue to obtain updated E911 telephone data and geographic maps.
Costs associated with use of the System for non-emergency activity is the responsibility of the local Jurisdiction through separate contract with the Vendor.
XIII. DEFINITIONS
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
System – All components of the Mass Notification System including hardware, software, access portals, contact data and GIS maps.
Community members – Comprises individuals and businesses.
Emergency - “Emergency” shall include, but not be limited to, instances of fire, flood, storm, epidemic, riots, or disease that threaten the safety and welfare of the individuals and property located within the boundaries of the county and participants’ respective jurisdictions.
XIV. REVISION HISTORY
Revision Date Author Description
April 18, 2008 PMNS Policy
Committee
Document originated
May 19, 2008 PMNS Executive
Review Team
Non-emergency session termination in
Section V., Item C.
June 16, 2008 Teara LeBlanc Exception clause in Section VII, Item A., bullet 2.
May 2010 Vicki Osborn Revision of all sections
June 2012 Raymond Cheung Revision for OCSD transition
May 2013 Raymond Cheung Revision for new vendor contract May 2016 Raymond Cheung Added confidentiality item to Section V., Item C. and allowed non-emergency use in
Section V., Item B. and Section VIII.
June 2021 Harmon “Jay” Ward Revision for new contract
Revision of Sections II, III, IV, V, IX, and XI.
October 2024 Harmon “Jay” Ward Revision for new contract; added User Testing for County and Local Jurisdictions in
Sections VI and X; added City Emergency
Manager as Authorized Requestor in
Section VIII; added Section IX; added
password expiration in Section XI.
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
XV. ATTACHMENT A – INCIDENT ILLUSTRATIONS
This is a non-exhaustive list provided as examples.
Type of Incident Description Meets
Public
Safety
Criteria
Active Shooter A shooting with armed individual or individuals is occurring in a known area.
Yes
Boil Water
Orders
An unsafe water supply issue requiring the public to boil water before use.
Yes
Building Fire A fire occurring in an urban area requiring evacuation or shelter in place for the immediate area.
Yes
Violent Crimes Violent crimes that just occurred such as robbery, assault, murder, etc.
Yes
Felony Suspect
at Large
Law enforcement is currently searching for a felony
suspect that is suspected to be in a certain area.
Yes
HazMat Hazardous Materials incidents that require a fire/hazmat response and may include evacuations or shelter-inplace orders.
Yes
Health Orders Any public health order made pursuant to County Health Officer recommendations.
Yes
Missing Adult
(920A) with
special circs
12- 17 yrs with decreased mental capacity or medical
condition
Yes
Missing Child
(920C)
12 yrs or younger Yes
Missing Juvenile
(920J)with
special circs
18 yrs and older 12- 17 yrs with decreased mental
capacity or medical condition
Yes
Severe Weather
Related
Weather warnings that forecast an occurring or
imminent threat to public safety or coincide with
protective action recommendations such as voluntary or
mandatory evacuation orders.
Yes
Evacuation or
Shelter-in-Place
Voluntary or mandatory evacuation or shelter-in-place
orders.
Yes
Wildland Fire A fire occurring in a wildland urban interface area requiring immediate evacuation or shelter-in-place.
Yes
Road Closures Unplanned road closures due to an emergency situation.
Yes
Planned Events Road closures due to community events planned in advance.
No
County of Orange and Orange County Operational Area
Countywide Public Mass Notification System
Operating Guidelines
XVI. Attachment B – AlertOC/WEA/EAS Activation Form
CITY OF FOUNTAIN VALLEY
CITY COUNCIL
COUNCIL ACTION REQUEST
To: Honorable Mayor and Agenda Date: December 2, 2025
Members of the City Council
SUBJECT: Approval of a Resolution of the Fountain Valley City Council adopting the Measure M2 Expenditure Report for the Fiscal Year 2024-25 EXECUTIVE SUMMARY:
In November 2006, Orange County voters approved the renewal of Measure M, the half-cent sales tax for transportation improvements measure. With the approval of Measure M2, voters agreed to a continued investment of local tax dollars in Orange County’s transportation for another 30 years.
One of the provisions of Measure M2 requires that all agencies receiving funds under the measure file an annual Expenditure Report that must be approved by Council through a City Resolution. Staff has prepared and attached to this action request the City’s annual report for the fiscal year ended June 30, 2025.
DISCUSSION:
Orange County continues to grow; responding to this continued growth and broad support for investment in Orange County’s transportation system, the Orange County Transportation Authority (OCTA) considered the transportation projects and programs that would be possible if Measure M were renewed. The Authority, together with the 35 cities of Orange County, the Orange County Board of Supervisors and thousands of Orange County citizens worked to get the successful Measure M program renewed. The voters agreed to renew Measure M and the program is now referred to as Measure M2.
As part of the renewed program, strong taxpayer safeguards were put in place to ensure that promises made in the plan are kept. They include an annual independent audit and report to the taxpayers; ongoing monitoring and review of spending by an independent Taxpayer Oversight Committee; requirement for full public review and update of the Plan every ten years; voter approval for any major changes to the Plan; strong penalties for any misuse of funds and a strict limit of no more than one percent for administrative expenses.
In order to remain in compliance with these new reporting requirements agencies are required to prepare and adopt by Council Resolution an annual Expenditure Report.
Approval of a Resolution Adopting the 2024-25 Measure M2 Expenditure Report December 2, 2025
Below is a summary of M2 revenues and expenditures for Fiscal Year 2024-25:
Description Revenues* Expenditures
M2 2024 Allocation $1,591,993.34 $1,651,634.85
Senior Mobility Program $ 108,888.78 $ 128,971.13
M2 Project W $ 0.00 $ 0.00
TOTAL $1,700,882.12 $1,780,605.98
*Includes interest earnings
Measure M2 funds were used during the Fiscal Year 2024-25 on the following projects:
The Senior Mobility Program provides “HOP ON!” services to Fountain Valley seniors with local transportation for shopping, non-emergency appointments and errands provided by California Yellow Cab and sponsored by Memorial Care Orange Coast Medical Center (MCOCMC). During Fiscal Year 2024-25 this program covered 80% of the cost of the program with the balance of the cost paid through a nominal trip charge and a MCOCMC contribution grant.
FINANCIAL ANALYSIS:
There is no direct cost to the City of Fountain Valley associated with the approval of the Resolution and the annual Measure M2 Expenditure Report. However, failure to file the annual report would jeopardize future Measure M2 funding.
ATTORNEY REVIEW:
The Attorney for the City has reviewed the Resolution.
Project # Project Description
24009 Magnolia - Road Rehab (Westminster Lead)
24010 Ellis & Warner - Road Rehab
25005 Newhope/Ward/Ellis/Slater Road Rehab
24014 Euclid/Condor & Talbert/Bushard Sig MOD
24015 Citywide Traffic Signal Equipment
24020 Warner Signal Synchronization
25007 Citywide Traffic Signal Timing Monitoring