ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Sequoia Ecological Consulting, Inc. 37
Proposal for Town of Los Gatos - Environmental Monitoring Services for Vegetation Management Risk Reduction Project (Open Space) California State Parks, Bay Area District
Natural Resource Program Environmental Scientist
“Sequoia staff were professional, friendly and flexible, even while working in difficult post-wildfire environments with a variety of challenges. The assessments and survey methodologies paid exceptional attention to detail and the resulting deliverables were top notch.” City of Suisun City Public Works
Nick Lozano, Associate Engineer/Project Manager
“Because my emails and phone calls are promptly returned, I always feel that I am Sequoia’s only client. Our projects come with their own unique challenges relating to field conditions and permit restrictions, and Sequoia’s knowledgeable staff has always arrived at feasible and cost-effective solutions that were readily approved by the City and the regulatory agencies. Sequoia’s staff are well-versed on regulatory permits, permitting strategy, and how to complete projects in compliance with regulatory requirements.“ Attachment B - Required Forms
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-1
ATTACHMENT B - PROPOSAL FORMS
(To be returned with Proposal. Also See Request for Proposal Section 6 for Additional Required Information)
PROPOSER
Name:
Address:
Sequoia Ecological Consulting, Inc.
99 South Almaden Boulevard, Suite 600, San Jose, CA 95113 1st Contact person (Name): Debie Montana
Title: CEO and Principal Biologist Office Tel: 925-855-5500 Direct/Cell:
Email:
925-989-7011
[email protected]
Fax:
2nd Contact person (Name): Kyle Verblaauw
Title: Project Manager Office Tel: 925-855-5500
Direct/Cell: 201-787-1738 Fax:
Email: [email protected]
BUSINESS TYPE:
Proposer, if selected, intends to carry on the business as (check one):
□ Individual
□ Joint Venture
□ Partnership
x
□ Corporation
Year incorporated? 2011 In what state? California
When authorized to do business in California? 2011
□ Other (explain):
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-2
ADDENDA
To assure that all Proposers have received each addendum, check the appropriate box(es) below.
Failure to acknowledge receipt of an addendum/addenda may be considered an irregularity in the Proposal:
Addendum number(s) received (check and initial):
□ 1
□ 2
□ 3
□ 4
□ 5
□ Other
□ No Addendum/Addenda Were Received
ADDITIONAL INFORMATION
Number of years providing the specified service: 11
Names and titles of all officers and directors:
Debie Montana, CEO and Principal Biologist; Bill Montana, Secretary/CFO Tashi MacMillen, Principal Director - Technical Services; Sarah Blanchfield, Principal Director - Operations in Management; Melissa Krause, Marketing Director If an individual or partnership, provide the following information:
Formation date of company: N/A - S Corporation
Name and address of all partners, indicating whether they are general or limited partners:
N/A - owned 100% by Debie Montana, CEO - 1342 Creekside Drive, Walnut Creek, CA 94596
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-3
List the names, titles, and qualifications of the key personnel who will perform work under this Agreement as well as their roles in relation to the Agreement. Identify the primary biologist to be designated for the Town. Include their certifications, experience, and training.
Principal Biologist - Debie Montana.
All resumes are included in the proposal Appendix.
Indicate whether Proposer has ever failed to complete any Agreement awarded to it. If so, note when, where, and why. Attach additional sheets, if necessary.
Sequoia has never failed to complete any agreement in its history.
Indicate whether Proposer has been or is the subject of a bankruptcy or insolvency proceeding or subject to assignment for the benefit of creditors.
Sequoia has never been the subject of a bankruptcy or insolvency proceeding.
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-4
SUBCONTRACTORS
Attached hereto and incorporated herein is the complete and entire list of subcontractors to be employed by the undersigned in the performance of the work.
Company Montrose Environmental Group
Location 266 Grand Ave #210, Oakland, CA 94610
Describe work to be contracted Cultural Resources support (if needed) Company
Location
Describe work to be contracted:
Company
Location
Describe work to be contracted:
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-5
REFERENCES
List three (3) references for work of a similar nature to the Services performed within the last five (5) years. References should be from a California municipality, county or a state or federal agency if possible. Preference will be given for references whose work was similar in scope and character to the Project.
Reference 1
Name of Agency: Moraga-Orinda Fire District
Agency Address: 120 Moraga Way, Moraga, CA 94556
Contact Name and
Title: Jeff Isaacs, Fire Marshal
Contact Telephone: (925) 258-4513
Contact Email: [email protected]
Contract Amount: $1,316,268.93 to date
Description of
Services Provided:
Sequoia has provided environmental compliance support to MOFD on its vegetation management and shaded fuel break projects since 2019. Our role has spanned the full process including providing grant application support and mapping, habitat assessments, project planning, PSA and associated document preparation under the CalVTP, treatment prescriptions, public outreach, and implementation compliance.
Date Services Were
Provided: 2019 – Present
Reference 2
Name of Agency: CAL FIRE
Agency Address: 059 Highway 9, Felton, CA 95018
Contact Name and
Title: Sarah Collamer, CZU Forester I – VMP
Contact Telephone: (831) 254-1792 (cell)
Contact Email: [email protected]
Contract Amount: $32,322
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-6
Description of
Services Provided:
Sequoia provided focused endangered species and botanical surveys to ensure environmental compliance in advance of fuel reduction activities and adherence to CAL FIRE’s Fuel Reduction Avoidance and Minimization Measures (AMMs).
Date Services Were
Provided: July 2019
Reference 3
Name of Agency: San Mateo Resource Conservation District Agency Address: 80 Stone Pine Road, Suite 100 Half Moon Bay, CA 94019 Contact Name and
Title: David Cowman, Forest Ecologist
Contact Telephone: 650.712.7765 x 107
Contact Email: [email protected]
Contract Amount: $323,471.79 to date
Description of
Services Provided:
Sequoia has supported programmatic vegetation treatment activities for the RCD on an as-needed basis, conducting nesting bird and special-status species surveys, habitat and tree assessments, bat roosting habitat assessments, and visual searches for woodrat middens. We recently submitted a PSA for the La Honda Fuel Break project, which recently started implementation, which Sequoia is monitoring.
Date Services Were
Provided: June 2021 – Present
RESERVATION
It is understood that the Town reserves the right to reject this Proposal, but that this Proposal shall not be withdrawn for a period of 45 days from the date prescribed for its opening.
DISCLOSURE
The undersigned declares that this Proposal is not made in the interest of or on behalf of any undisclosed person, partnership, company, association, organization or corporation; that the Proposal is genuine and not collusive or sham; that the undersigned has not directly or indirectly induced or solicited any other Proposer to put in a false or sham Proposal and has not directly or indirectly colluded or agreed with any Proposer or anyone else to put in a sham Proposal or to refrain from bidding; that the undersigned has not directly or indirectly sought by agreement, communication or conference with anyone to fix his/her Proposal price or the Proposal price of any other Proposer, or to fix any overhead, profit or cost element of such Proposal price or of that of any other Proposer, or to secure any advantage against the Town of
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-7
Los Gatos or anyone interested in the proposed Contract; that the only persons or parties interested in this Proposal as principals are those named herein; that all statements contained in this Proposal are true; that the undersigned has not directly or indirectly, submitted his/her Proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any other persons, partnership, corporation, or association except to such person or persons as have a direct financial interest in Proposer’s general business; and that the undersigned has not accepted any Proposal from any subcontractor or vendor through any Proposal depository, the Bylaws, Rules or Regulations of which prohibit or prevent the undersigned from considering any Proposal from any subcontractor or vendor, which is not processed through said Proposal depository, or which may prevent any subcontractor or vendor from bidding to any general contractor who does not use the facilities of or accept bids from or through such Proposal depository; and that the undersigned has not paid, and will not pay, any fee to any corporation, partnership, company, association, organization, Proposal depository, or to any member or agent thereof to effectuate a collusive or sham Proposal.
WORDS AND PHRASES
Wherever in this Proposal an amount is stated in both words and figures, in case of discrepancy between words and figures, the words shall prevail; if all or any portion of the Proposal is required to be given in unit prices and totals and a discrepancy exists between any such unit prices and totals so given, the unit prices shall prevail.
CERTIFICATION
The undersigned certifies that the Proposal Documents have been thoroughly read and understood and that, except as may be specifically noted and contained in addenda, there are no discrepancies or misunderstandings as to the meaning, purpose or intent of any provision in the Proposal Documents or as to the interpretation of the same. The undersigned hereby incorporates by reference, the same as though set out in full, all provisions of Request for Bids published by the Town and pertaining to the work described in this Proposal.
The names of all persons Interested in the foregoing Proposal as principals are as follows:
Important Notice: If Proposer or other interested person is a corporation, give legal name of corporation, state where incorporated and names of the president and secretary thereof; if a partnership, give name of the firm, also names of all individual co-partners composing firm; if Proposer or other interested person is an individual, give first and last names in full.
PROPOSER’S SIGNATURE
No Proposal shall be accepted which has not been signed in ink in the appropriate space below:
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-8
By signing below, the submission of a Proposal shall be deemed a representation and certification by the Proposer that they have investigated all aspects of the RFP, that they are aware of the applicable facts pertaining to the RFP process, its procedures and requirements, and they have read and understand the RFP. No request for modification of the Proposal shall be considered after its submission on the grounds that the Proposer was not fully informed as to any fact or condition.
(1) If ProposerisINDIVIDUAL,
sign here:
Proposer’s Signature
Proposer’s typed name and title
Date:
(2) If Proposer is PARTNERSHIP or
JOINT VENTURE, at least (2) Partners
or each of the Joint Venturers
shall sign here:
Partnership or Joint Venture Name
(type or print)
Signature
Name of Member of the Partnership or Joint
Venture (type or print)
Date:
Signature
Name of Member of the Partnership or Joint
Venture Name (type or print)
Date:
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-9
Corporation Name (type or print)
(3) If Proposer is a CORPORATION,
the duly authorized officer(s)shall
sign as follows: The undersigned certify that they are respectively:
and
Chief Executive Officer
Chief Financial Officer
(Title)
(Title)
of the corporation named below; that they are
designated to sign the Proposal Cost Form by
resolution (attach a certified copy, with corporate
seal, if applicable, notarized as to its authenticity or Secretary’s certificate of authorization) for and on
behalf of the below named CORPORATION, and that
they are authorized to execute same for and on
behalf of said CORPORATION.
Sequoia Ecological Consulting, Inc.
Signature
Debie Montana, CEO and Principal Biologist
Name and Title (type or print)
Date: June 27, 2024
Signature
Bill Montana, Chief Financial Officer
Name and Title (type or print)
Date: June 27, 2024
Corporation – 2 officer signatures required (one from each group, unless person signing holds officer positions in both Group 1 and 2):
Group 1: Chief Executive Officer, Chairman of the Board, President, or Vice President
Group 2: Secretary, Assistant Secretary, Chief Financial Officer, Treasurer, Assistant Treasurer
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-10
CONFLICT OF INTEREST STATEMENT
This form must be printed out, completed, and submitted with the Bid.
The undersigned declares: Not Applicable
I/We (Insert Name) have the following financial, business, or other relationship with Town of Los Gatos that may have an impact upon the outcome of the contract. If none, please specify that no other relationships may have an impact on this contract or Project.
I/We (Insert Name) have the following current clients who may have a financial interest in the outcome of this contract. If none, please specify that no other clients may have a financial interest with an impact on this contract or Project.
Pursuant to Government Code section 1090 and any other laws, rules and regulations that may apply, the Proposer covenants that neither it, its subcontractors nor employees presently have an interest, and shall not acquire any interest, direct or indirect, financial or otherwise that would conflict in any manner or degree with contract awarded from this Request for Bids. Proposer certifies that to the best of its knowledge, no one who has or will have any financial interest in the contract awarded from this RFB is an officer or employee of the Town. Through its submittal of a Bid, Proposer acknowledges that it is familiar with Section 87100 et seq. and Section 1090 et seq. of the Government Code of the State of California and will immediately notify the Town if it becomes aware of any facts concerning the contract to be awarded that constitute a violation of said provisions.
Furthermore, if there is reason to believe that collusion exists among the Proposers, the Town may refuse to consider Proposals from participants in such collusion. No person, firm, or corporation under the same or different name, shall make, file, or be interested in more than one Proposal for the same work unless alternate Proposals are called for. A person, firm, or corporation who has submitted a sub-proposal to a Proposer, or who has quoted prices on materials to a Proposer, is not thereby disqualified from submitting a sub-proposal or quoting prices to other Proposers. Reasonable ground for believing that any Proposer is interested in more than one Proposal for the same work will cause the rejection of all Proposals for the work in which a Proposer is interested. If there is reason to believe that collusion exists among the Proposers, the Town may refuse to consider Proposals from participants in such collusion.
Proposers shall submit as part of their Proposal documents the completed Non-Collusion Declaration provided herein.
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-11
I, on behalf of the Proposer, declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on June 27, 2024 [date], at Walnut Creek [Town], California [state].
Sequoia Ecological Consulting, Inc.
Proposer Name (Person, Firm, Corp.)
Address
1342 Creekside Drive Walnut Creek, CA 94596
Town, State, Zip
CEO and Principal Biologist Debie Montana
Title of Authorized Representative Name of Authorized Representative JUne 27, 2024
(Date) (Signed)
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-12
BYRD ANTI-LOBBYING AMENDMENT 31 U.S.C. § 1352
(AS AMENDED)
This form must be printed out, completed, and submitted with the Bid.
The undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-13
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on June 27, 2024_[date], at Walnut Creek [Town], CA[state] By:
Name:
Title:
Debie Montana
CEO and Principal Biologist
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Exhibit B – Proposal Forms
Page B-14
NON-COLLUSION DECLARATION
This form must be printed out, completed, and submitted with the Bid.
The undersigned declares:
I am the CEO and Principal Biologist [Insert Title] of Sequoia Ecological Consulting, Inc.,[Insert name of company, corporation, LLC, partnership or joint venture] the party making the foregoing Proposal.
The Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The Proposal is genuine and not collusive or sham. The Proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham Proposal. The Proposer has not directly or indirectly colluded, conspired, connived, or agreed with any Proposer or anyone else to put in a sham Proposal, or to refrain from responding. All statements contained in the Proposal are true.
Any person executing this declaration on behalf of a Proposer that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the Proposer.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on JUne 27, 2024_[date], at Wa_lnut Creek [Town], CA [state] By:
Name:
Title:
Debie Montana
CEO and Principal Biologist
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Attachment D – Proposal Price Sheet
Page D-1
ATTACHMENT D - PROPOSAL PRICE SHEET
The quantities shown on the Proposal forms are approximate only, being given as a basis for the comparison of Proposals, and the Town does not, expressly or by implication agree that the actual amount of work will correspond therewith, but reserves the right to increase or decrease the amount or class or portion of the work as may be deemed necessary or advisable by the Director of Parks & Public Works. This Proposal will be rejected if Proposer fails to provide a Proposal for each item.
The Town reservesthe right to make a comparison of Proposals based on any combination of the above alternate Proposal items.
For all services described in the Proposer’s Scope of Services, unless excluded by the Town in description of services below, the Town shall consider unit prices below to include all labor, equipment, fees of any kind, overhead, insurance, fuel, materials, surcharges, disposal fees, and any other costs associated with and necessary for the Proposer to perform such service. No qualifications, exemptions, or alterations of services described below will be allowed. Failure to comply will result in disqualification of Proposal.
Proposed Cost Per Task for All Locations
Task Description Cost ($)
Task 1: Meetings and Project Documentation $15,585
Task 2: Data Collection and Review $2,090
Task 3: Preconstruction Surveys $50,540
Task 4: Environmental Awareness Training $3,529
Task 5: Field Monitoring of Construction Activities $76,240 Task 6: Project Environmental Reporting $34,181
TOTAL PROJECT COST $181,165
Work will be paid hourly Not to Exceed the values listed above. Proposers must attach a rate sheet to this Proposal Price Sheet.
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Vegetation Management Risk Reduction Project (Open Space) Project CIP 832-4508 / Federal Project No. HMGP DR-4407-506-75R Attachment D – Proposal Price Sheet
Page D-2
CEO and Principal Biologist
SIGNATURE
Signature Title
Debie Montana June 27, 2024
Name (printed or typed) Date
(925) 989-7011 N/A
Telephone Fax
454136627 19114593
Tax ID Number Los Gatos Business License Number
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Sequoia Ecological Consulting, Inc.
Proposal for Town of Los Gatos - Environmental Monitoring Services for Vegetation Management Risk Reduction Project (Open Space) Resumes
ITEM NO. 10.
Docusign Docusign Envelope Envelope ID: F2CFEC63 C3C88704--33B6 4FF8--485B 4B23--9D22 A2D6--15DBA66398A5 36853FBAC10F Debie Montana, M.S., Certified Project Manager
President and Principal Biologist
Debie Montana is a Project Management Professional and the President of Sequoia Ecological Consulting, a small, woman-owned business enterprise. As President she is responsible for the corporate operation and fulfillment of contractual obligations for the firm. Since founding Sequoia in 2011, Mrs.
Montana has grown her Company to a full-time staff of 45 qualified biologists, planners, project managers and regulatory specialists providing large-scale wildfire mitigation program support, project management, CEQA/NEPA compliance, CalVTP Support, pre- and post-fire surveys and analysis, and regulatory compliance support at the state and federal levels Certified in Project Management by the University of California at Davis, Mrs. Montana oversees large-scale fuels treatment projects spanning diverse regions and habitats. She serves as Principalin-Charge on Sequoia's fuels treatment efforts for numerous Moraga-Orinda Fire District efforts, as well as planning and implementation of more than 40 projects for the Marin Wildfire Prevention Authority. She served in the same capacity on projects including the Caldor Fire Restoration efforts with El Dorado RCD, dozens of projects under East Bay Regional Park District's Fuel Management Program, and she also worked closely with the San Mateo County Parks Department and CAL FIRE to provide focused species and rare plant surveys for fuel reduction activities covering more than 2,000 acres of park land.
With more than 20 years of experience in the environmental industry, Mrs.
Montana has developed a resume with extensive program management experience within both the private and public sectors. She oversees complex environmental compliance efforts that apply her conservation and organismal biology and fisheries background with her strong an understanding of all aspects of environmental analysis, and her extensive knowledge of environmental permitting through federal, state and local agency processes.
As a wildlife biologist, Mrs. Montana has worked on projects and with technical scientific experts throughout California. Her duties have ranged from authoring biological assessments and Natural Environmental Studies, to performing resource management and mitigation plans, to overseeing large-scale fuels treatment, utility, and development projects spanning regions, a variety of habitats, and numerous permitting agencies. Mrs. Montana’s main strength is providing oversight, quality assurance, budget control, schedule adherence, and technical review on large-scale projects. She has built and managed multi-disciplinary teams of technical experts, to successfully complete projects across the state.
Docusign Envelope ID: 71ABC041-66FC-4CBE-B806-7F606F5E7542
AREAS OF EXPERTISE
Program and Project
Management
Fuels Management Strategy,
Planning, and
Implementation
CalVTP Implementation
Stakeholder Engagement
Technical Team Development
and Management
EDUCATION
M.S., Biological Sciences with
Concentration in Organismal
Biology, Conservation and
Ecology, San Jose State
University
B.S., Biological Sciences with
Concentration in Conservation
and Organismal Biology, San
Jose State University
Certificate, Project
Management, University of
California, Davis
SELECT TRAININGS
CEQA/NEPA Workshop
Habitat Conservation Planning
and Implementation
Land Use in California
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Debie Montana, M.S., Certified Project Manager 2 of 5
RELEVANT EXPERIENCE
San Mateo Resource Conservation District La Honda Fuel Break Project San Mateo Resource Conservation District (RCD) is preparing to implement the La Honda Shaded Fuel Break, which constitutes an approximately 19-mile fuel break surrounding the community of La Honda in unincorporated San Mateo County. Sequoia’s team is designing a CalVTP treatment plan that will balance the needs of the RCD, the La Honda community, stakeholders, and environmental protection while reducing dense vegetation and ladder fuels to provide safe access for firefighting personnel and potentially slow the spread of lower-intensity fires. Because portions of the project area include land outside of the State Responsibility Area (SRA), Sequoia is preparing a Project Specific Analysis and Addendum to the CalVTP PEIR. Sequoia will support the RCD with implementation of the project by developing contracting strategies and efficiencies, reviewing contract specifications and work descriptions/orders, and providing inspection support.
Sonoma County Regional Parks Hood Mountain Regional Park & Open Space Preserve Vegetation Management Planning for Ecosystem Resilience, Fire Hazard Reduction, and Climate Adaptation Following heavy impacts to the area by the 2017 Nuns Fire and the 2020 Glass Fire, Sequoia is providing consultant services for vegetation management planning throughout the 950-acre Hood Mountain Regional Park and Open Space Preserve. Sequoia performed a thorough review of existing vegetation management documents and past management activities from the 1990s, and visited the site to complete a current condition assessment. Based on the information gathered, Sequoia is preparing a draft Vegetation Management Report that integrates prior plans and evaluations, and includes GIS mapping to prioritize management recommendations. The Vegetation Management Report will undergo levels of review with stakeholders for input into the final document.
Moraga-Orinda Fire District, Tunnel Hills East Bay Shaded Fuel Break Project Sequoia provided vegetation mapping services and support for MOFD’s grant application, and we are assisting with planning and implementation. Permitted under the CalVTP, this project required a Project-Specific Analysis (PSA) checklist and CalVTP addendum. Sequoia supported MOFD with the PSA process, preparing a full PSA Addendum. We managed biological and cultural resource assessments, SPR implementation, environmental training for crews, environmental compliance monitoring, agency coordination, communication with the public, mapping, and contractor coordination. Protocol-level surveys for sensitive plants and Alameda whipsnake are anticipated, and if needed Sequoia may also provide protocol or reconnaissance-level surveys for other species, wetland delineations, and agency coordination. Sequoia conduct detailed preliminary surveys of proposed work areas before commencement of work, and will also conduct post-treatment surveys of treated areas. The data collected during these surveys will help MOFD to document permit compliance as well as inform the need for future maintenance work and assess post-treatment fire risk.
Moraga-Orinda Fire District, North Orinda Shaded Fuel Break Project Divided into a total of 55 “treatment units”, this 1,900-acre fuel break project employed a variety of specific fuel management techniques including understory clearing, tree pruning, brush clearing, chipping, mowing, and select tree removal. Mrs. Montana participated in a series of meetings with Moraga-Orinda Fire Department, members of the public, and agencies including CAL FIRE, EBMUD, EBRPD, CDFW, and CNPS. Sequoia compiled BMPs to satisfy the requirements of existing habitat conservation plans, incidental take permits, and biological opinions which had already
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Debie Montana, M.S., Certified Project Manager 3 of 5
undergone the CEQA process for projects nearby. Sequoia identified suitable Avoidance and Minimization Measures that would satisfy the existing Habitat Conservation Plan for Fuel Reduction Projects, and the EIR, Biological Opinion and Wildfire Hazard Mitigation Plan. We collaborated with CDFW and USFWS on field methods, crew training, and biological monitoring that would be implemented. Sequoia collaborated closely with fire crews to develop fire prescriptions, and performed permit interpretation and recommendations for communication with USFWS and CDFW. Sequoia also helped determine the appropriate treatment type (hand tools vs mastication) for various work areas based on quality of habitat for AWS, legal restrictions of the site (private vs EBMUD vs EBRPD property) and safety/slope concerns.
Diablo Fire Safe Council/Moraga Orinda Fire Department, Canyon Shaded Fuels Break The Diablo Fire Safe Council provided the Moraga Orinda Fire Department with a grant to conduct fuels thinning activities in a critical fire break area of Pinehurst Road in Canyon, California. Sequoia was asked to provide biological services in support of the fuels reduction project including nesting bird surveys in advance of fuels treatment activities, and consulting services for environmental compliance.
San Mateo County Parks Fuel Break Projects, Huddart and Wunderlich County Parks San Mateo County Parks is planning on implementing fuels reduction work spanning over 70 acres of chaparral, redwood forest, and oak woodland habitat starting in 2021. In support of this effort to prepare for forest health treatments and to avoid impacting sensitive plant species and natural communities within the Project area, Sequoia assisted the Parks District by performing three rounds of targeted rare plant surveys in both Huddart and Wunderlich County Parks. Focal species included: Kings Mountain manzanita, western leatherwood, and Michael’s rein orchid.
Georgetown Divide Resource Conservation District Georgetown Fuel Reduction Project Working collaboratively with the Georgetown Divide Resource Conservation District (GDRCD), Sequoia provided environmental planning and compliance services for this project which reduced understory ladder and surface fuels by managing and removing vegetation on and within 200 feet of BLM land in the South Fork American River Watershed.
The project minimizes the risk of wildfire damage to forest resources, communities, and infrastructure in the project area. Sequoia’s ensured project compliance with the Migratory Bird Treaty Act, Federal Endangered Species Act, and California Endangered Species Act. Our approved biologists were on-site throughout the project to conduct surveys for nesting birds, plants, and other sensitive species and resources. The biologists delineated and flagged no-disturbance buffers wherever the presence of a sensitive/special-status species (e.g., nesting birds, western pond turtle, California red-legged frog, Yuma myotis, Red Hills soaproot) and/or their nests are detected. Sequoia mapped out the project area to keep the contractor aware of the locations of any biologically sensitive resources to protect these resources during project activities.
Caldor Fire Recovery, Forest Restoration Action Plan
The El Dorado County Resource Conservation District (RCD) played a lead role in post-fire recovery effort for area effected by the Caldor Fire. This pilot project was established to create a scalable, efficient, and effective process for future use by future fire recovery efforts. Under the Caldor Fire Recovery Plan, Sequoia has been tasked with providing environmental and cultural compliance to aid in post fire restoration of fire-impacted non-industrial private lands within the Caldor burn area of El Dorado County. Sequoia has worked closely with the El Dorado Resource Conservation District to develop appropriate regulatory pathways for various communities affected by the fire. Through a Categorical Exemption for the Grizzly Flat subdivision, and use of the Cal-VTP PEIR for the remainder of the non-industrial private
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Debie Montana, M.S., Certified Project Manager 4 of 5
lands, Sequoia has provided project design and management, development of the Categorical Exemption and implementation of the Cal-VTP PEIR, and environmental compliance surveys and monitoring of protected resources including (rare plants, aquatic features, California red-legged frog, foothill yellow-legged frog, Sierra Nevada yellowlegged frog, western pond turtle, great gray owl, California spotted owl).
El Dorado Resource Conservation District-Fire Adapted 50 Phase 1B – Wildland Fire Protection Program The Fire Adapted 50 Phase IB - Wildland Fire Protection Program is Phase B of a series of projects identified by CAL FIRE, the U.S. Forest Service, El Dorado Resource Conservation District, and the Georgetown Divide Resource Conservation District. The project will conduct vegetation treatments on both private and USFS lands designed to interrupt potential wildfire behavior by reducing the rate of spread and intensity of fire. Sequoia is providing environmental consulting services to ensure Project compliance with all Federal, State, and local regulations and project permits; including but not limited CEQA/NEPA compliance (evaluation, surveys, consultations, communications, information exchange, reporting, monitoring, mapping and document management, etc.).
East Bay Regional Park District’s Wildlife Hazard Reduction Program and Resource Management Plan Since 2014, Mrs. Montana has worked with the East Bay Regional Park District (EBRPD) on planning and implementation of their FEMA-funded Wildfire Hazard Reduction and Resource Management Plan. The program extends throughout more than 40 sites on EBRPD property in Alameda and Contra Costa Counties. Sequoia’s work includes interpretation of their Biological Opinion, Incidental Take Permit, and Environmental Impact Report. Sequoia worked with the District to create standard operating procedures for programmatic work, submitting annual reports to USFWS and CDFW, and coordinates communication and meetings with the District, manages and supervises field activities, performs focused surveys, conducts environmental training for field and Park personnel, and provides biological monitoring services for implementation of Avoidance and Minimization Measures during fuels treatment activities.
Marin Wildfire Prevention Authority Environmental Compliance Consulting Services for Wildfire Prevention/Hazard Mitigation Projects
The Marin Wildfire Prevention Authority is working to permit a large number of fire prevention projects throughout Marin County. The projects use a wide variety of fuels reduction treatments to achieve their goals, from goat grazing to creating large fuel breaks using mechanical mastication. Sequoia is providing biological services during planning and implementation each of the 40-plus projects within the MWPA work plan. Sequoia’s early involvement during the planning phase allows us to assist in designing projects that avoid environmental impacts and maximize available funds.
As projects are approved and fully permitted, Sequoia biologists assist with specialized surveys including nesting bird surveys, sensitive plant surveys, invasive species mapping, protocol-level northern spotted owl surveys, and biological monitoring of work, when required.
CAL FIRE’s Kings Mountain Road and Quarry Park Fuel Reduction Projects Mrs. Montana oversaw biological support efforts on CAL FIRE’s King’s Mountain Road Fuel Break project in San Mateo County Parks Department’s Huddart County Park. Sequoia’s technical specialists provided focused endangered species and botanical surveys ensure AMM compliance in advance of fuel reduction activities and adherence to CAL FIRE’s Fuel Reduction Avoidance and Minimization Measures. Work included pre-treatment assessments were conducted, collecting data regarding species cover, composition, and invasive species present. Post-treatment assessments will be conducted within a year to treatment to determine maintenance intervals for the fuel break.
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Debie Montana, M.S., Certified Project Manager 5 of 5
Sequoia also provided environmental consulting services to the San Mateo Santa Cruz unit of CAL FIRE for the Quarry Park Emergency Shaded Fuel Break Project. Sequoia assisted CAL FIRE with special protection measures and potential operational (biological) constraints. Sequoia’s biologists conducted preliminary surveys of proposed work areas focusing on the presence of nesting birds, sensitive species and their habitat, existing erosion or signs of other work already competed, and safety hazards such as wasp nests or access issues.
PG&E’s Wildfire Safety Inspection Program Throughout PG&E Territory Following the 2017 and 2018 wildfires, PG&E’s Wildfire Safety Inspection Program (WSIP) has been implemented in addition to routine inspection and maintenance programs, to further reduce wildfire risk. As part of this program, Mrs.
Montana is overseeing permit compliance support, technical studies, endangered and sensitive species studies, surveys, and data collection, and project reviews at various sites throughout PG&E’s service territory, from Humboldt to Bakersfield.
U.S. Bureau of Reclamation (USBR) Battle Creek Salmon and Steelhead Restoration Project Sequoia is currently leading the environmental compliance support team for the Bureau of Reclamation’s Battle Creek Salmon and Steelhead Restoration Project, which will restore about 48 miles of salmonid habitat. Sequoia is providing technical expertise to the USBR and is supporting fish and wildlife and regulatory issues. Planning and implementation includes extensive terrestrial and aquatic surveys, permit reviews and applications, vegetation plans, fish and other resource management plans, and environmental compliance monitoring and reporting during construction.
Sugarloaf Ridge State Park Post-Wildfire Northern Spotted Owl Surveys Following the October 2017 wildfires, northern spotted owl surveys were requested at Sugarloaf Ridge State Park to document owl presence within the park during the 2018 field season. Mrs. Montana oversaw performance of surveys satisfying the USFWS 1-year protocol requirement. Sequoia biologists conducted a desktop review of prior northern spotted owl territories and habitat within the park, mapped suitable habitat and placing survey points, and prepared the year-end survey report and submitting it to State Parks.
ITEM NO. 10.
Docusign Docusign Envelope Envelope ID: F2CFEC63 C3C88704--33B6 4FF8--485B 4B23--9D22 A2D6--15DBA66398A5 36853FBAC10F Kyle Verblaauw, MS
Assistant Project Manager | Biologist
Kyle Verblaauw is an experienced field biologist with more than 9 years of professional experience. Kyle has extensive monitoring and special-status species experience within California. While completing a Master’s degree in Environmental Management at the University of San Francisco, Kyle has worked as in the consulting industry with experience conducting pre-construction surveys, seine and dip-net surveys, biological and regulatory compliance monitoring, rare plant surveys, non-native vegetation mapping, nesting bird surveys, providing worker environmental awareness training (WEAP), and managing/coordinating projects.
He has experience working on projects with special-status species including the California tiger salamander, California red-legged frog, foothill yellow-legged frog, Alameda whipsnake, salt marsh harvest mouse, western burrowing owl, giant kangaroo rat, Pacific herring, western snowy plover, San Francisco garter snake, San Francisco dusky-footed woodrat, nesting birds, and marine mammals. Special status plant species observed include fountain thistle and Crystal Springs lessingia.
Kyle specializes in California tiger salamander and California red-legged frog work and has experience implanting PIT tags, conducting/overseeing burrow excavations, checking pitfall traps, cover boards, and exclusion fences, and conducting amphibian dip-net surveys. He possesses a USFWS 10(a)1(A) Recovery Permit for California tiger salamander and California red-legged frog, and a California SCP and MOU for California tiger salamander. He has also attended various professional workshops focusing on California red-legged frog, foothill yellow-legged frog, California tiger salamander, western pond turtle, salt marsh harvest mouse, western burrowing owl, western snowy plover, Ridgway’s rail, California least tern, Alameda whipsnake, as well as Pacific herring and salmonids.
RELEVANT EXPERIENCE
Marin Wildfire Prevention Authority (MWPA) – Environmental Services for Wildfire Prevention/Hazard Mitigation Projects; Marin County, CA April 2022 - Ongoing
The Marin Wildfire Prevention Authority (MWPA) is working to permit a large number of fire prevention projects throughout Marin County. The projects use a wide variety of fuels reduction treatments to achieve their goals, from goat grazing to creating large fuel breaks using mechanical mastication. Sequoia is providing biological services during planning and implementation for each of the Docusign Envelope ID: 71ABC041-66FC-4CBE-B806-7F606F5E7542
AREAS OF EXPERTISE
Biological monitoring
Special-status species surveys
Amphibian dip netsurveys
Burrow excavations
Vegetation mapping
EDUCATION
MS, Environmental
Management (Ecology),
University of San Francisco
BA, Environmental Studies
(Biology), University of
California Santa Barbara
UC Education Abroad Program,
(Marine Biology and Terrestrial
Ecology), University of
Queensland, Australia
PERMITS/CERTIFICATIONS
USFWS 10(a)(1)(A) Recovery
Permit #ESPER0045160 for
California Tiger Salamander and
California Red-legged Frog
CDFW Scientific Collecting
Permit #S-211500002-21363-
001 and MOU for California
Tiger Salamander, and
California Red-legged Frog
MEMBERSHIPS AND
PROFESSIONAL ASSOCIATIONS
The Wildlife Society
Golden Gate Audubon Society
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Kyle Verblaauw, MS 2 of 4
40-plus projects within the MWPA work plan. Sequoia’s biologists conduct literature reviews of biological resources and field assessments, prepare and present environmental trainings, and provide ongoing specialized expertise to assist the MWPA. Mr. Verblaauw’s role includes:
Project management and coordination, client communications, coordination of biologists for preconstruction surveys, nesting bird surveys, and botanical surveys
Develop Biological Resources Report and prepare other deliverables for client Conducting northern spotted owl survey using call back survey method (1 adult male observed) Conducting nesting bird, woodrat, and rare plant surveys ahead of vegetation clearing crews Identified nesting great horned owl, Anna’s hummingbirds (2), and bushtits (2) San Mateo County Parks, Edgewood Shaded Fuels Break, Redwood City, CA May 2022 – August 2022
San Mateo County Parks (SMCP) is conducting fuels reduction activities in Edgewood County Park to provide a defensible space buffer against potential wildfires for nearby homes. As project coordinator for this effort, Mr. Verblaauw’s roles included:
Providing project support and oversight for field biologists Quality control and assurance of weekly deliverables
Communications and coordination with Parks staff
Conducting surveys forspecial status species and nesting birds San Mateo County Parks, Quarry Park Shaded Fuels Break, El Granada, CA June 2022 - September 2022
San Mateo County Parks (SMCP) is conducting fuels reduction activities and habitat restoration at Quarry Park. The goal of the project is to reduce flammable vegetation onsite, including removal of numerous eucalyptus trees and clearing the understory of dense brush. As the project coordinator for this effort, Mr. Verblaauw’s roles included:
Providing project support and oversight for field biologists Quality control and assurance of deliverables
Communications and coordination with Parks staff
Conducting pre-activity surveys for San Francisco dusky-footed woodrat, California red-legged frog, and nesting birds, as well as flagging resources and communicating survey results to crews on the ground US Bureau of Reclamation - B.F. Sisk Dam SOD Modifications - Phase I; Gustine, CA August 2022 – Ongoing
The B.F. Sisk Dam Safety of Dams Modification Project is a joint venture by the United States Bureau of Reclamation (BOR) and California Department of Water Resources (DWR). Sequoia is contracted by NW Construction and the BOR to provide environmental compliance support during Phase 1 of the B.F. Sisk Dam Safety of Dams Modification Project, which will improve public safety by increasing the height of the dam and adding stability berms and other safety
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Kyle Verblaauw, MS 3 of 4
features to reduce the likelihood of the dam overtopping during an earthquake. Our role involves special-status species monitoring and surveys, burrow excavation, and management of the tule elk herd present onsite. Species known to occur or with potential to occur on the project include tule elk, San Joaquin kit fox, California tiger salamander, California red-legged frog, American badger, burrowing owl, Swainson’s hawk, and bald eagle. Mr. Verblaauw’s roles include:
Conduct monthly CRLF visual encounter surveys (day and night) in occupied CRLF habitat within the Project area Conducting exclusion fence checks for CTS and CRLF
Surveying for suitable burrow habitat for SJKF and CTS Maintenance on Thule elk camera traps
Monitoring construction activities
East Bay Regional Park District McCosker Sub-Area Creek Restoration and Recreational Improvements Project; Montclair, CA
August 2020 - Ongoing
The East Bay Regional Park District has been restoring ecological function to two existing culverted creeks in the McCosker sub-area of Sibley Regional Park. Working under a CDFW Incidental Take Permit (No. 2081-2018-070-03), USFWS Biological Opinion (#08ESMF00-2019-F-015), USACE and RWQCB 401/404 permits, and CDFW 1600 Lake and Streambed Alteration Agreement. Mr. Verblaauw’s duties include:
Conducting long-term vegetation monitoring to determine success of restoration plantings Conducting biological monitoring work activities for special-status species: nesting birds and raptors, Alameda whipsnake, California red-legged frog, and San Francisco dusky-footed woodrat Developing the 2022 annual status report summarizing covered project activities and describing project compliance with permits
Bourdet Ranch Conservation Banking; Santa Clara County, CA May 2023 - Present
Sequoia Ecological Consulting, Inc. is assisting the Bourdet Family to establish a conservation bank on their 3,354-acre property in Santa Clara County, CA. Sequoia is tasked with all necessary biological surveys to determine absence/presence of listed species within the property, including pond sampling for California tiger salamander and California red-legged frog. Once biological resources are evaluated, Sequoia is conducting a bank feasibility analysis and designing the conservation bank. Sequoia is directly coordinating with the agencies on behalf of the Bourdet family and drafting all required documents for establishing a conservation bank including a draft prospectus, prospectus, and additional documents based on agency evaluation of resources on-site. Mr. Verblaauw supported this project by:
Performing aquatic surveys for amphibian surveys, including California tiger salamander and California redlegged frog Performing eDNA sampling for CTS and CRLF
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Kyle Verblaauw, MS 4 of 4
Upper Llagas Creek Flood Protection Project; Gilroy, San Martin, and Morgan Hill, CA September 2019 - Ongoing
Under contract with the Santa Clara Valley Water District, several contractors are conducting channel improvements on existing creek reaches and constructing new creek channels to reduce or prevent flooding during major storm events.
Sequoia has performed work for the contractor as well as owner to assist in meeting habitat preservation, restoration, and improvement goals as stipulated by the project plan. Kyle’s responsibilities include:
Conducting pre-construction surveys and construction monitoring for nesting birds, and generalspecial-status species under CDFW and USFWS permits.
Identifying habitats and suitable breeding locations for federally and state special-status species Monitoring turbidity, dissolved oxygen, temperature, pH, and erosion within the watercourses Special-statusspecies: California red-legged frog, California tigersalamander, western pond turtle San Mateo County Parks, Sawyer Camp Trail Culvert Replacement Project, San Mateo County, CA July 2022 - September 2022
San Mateo County Parks (SMCP) is replacing 16 failed or badly degraded culverts along the Sawyer Camp Trail near the Crystal Springs Reservoir. Prior to construction implementation, special-status species surveys are required, including surveys for: nesting birds, San Francisco dusky-footed woodrat, California red-legged frog, San Francisco garter snake, and western leatherwood. Biological monitoring during all ground-disturbing activities is also required. Mr. Verblaauw supported SMCP on this project as Sequoia’s project coordinator by:
Providing project support and oversight for field biologists Quality control and assurance of deliverables
Communications and coordination with Parks staff
Conducted biological monitoring
East Bay Regional Park District Routine Maintenance Projects; Alameda and Contra Costa Counties, CA September 2020 – Ongoing
Sequoia Ecological is supporting EBRPD with an on-call contract to conduct pre-activity surveys, water quality monitoring, and biological compliance monitoring for routine maintenance projects under their regulatory permits.
Species to be avoided include: Alameda whipsnake, California red-legged frog, California tiger salamander, giant garter snake, Ridgway’s rail, California least tern, salt marsh harvest mouse, San Joaquin kit fox, vernal pool branchiopods, snowy plover, pallid manzanita, nesting birds, and San Francisco dusky-footed woodrat. Mr. Verblaauw’s duties included:
Providing environmental awarenesstraining to construction crews Conducting nesting bird surveys and preconstruction surveys forspecial status species Biological monitoring during work activities and ensuring project’s compliance with regulatory permits
ITEM NO. 10.
Docusign Docusign Envelope Envelope ID: F2CFEC63 C3C88704--33B6 4FF8--485B 4B23--9D22 A2D6--15DBA66398A5 36853FBAC10F Will Johnson
Climate Resiliency and Restoration Program Manager
Will Johnson has 16 years of experience in habitat restoration, mitigation planning, inspection and compliance support, natural resource monitoring, and both project and program-level administration and management. Mr. Johnson has provided services on a variety of projects throughout northern California for the past 10 years. He has worked as a field biologist, site superintendent, manager, crew leader, and equipment operator. He has extensive experience in reviewing and implementing work from proposal phase to closeout based on standard specifications, plans and permit requirements. Mr. Johnson has authored site management and long-term maintenance plans, cost proposals, budgets, technical write-ups and project approaches. He has both partnered with and contracted for a diverse number of clients including County, State, Federal-level groups as well as consulting firms, non-profit organizations, special districts, and private landowners.
Mr. Johnson has conducted project work in the vicinity of numerous special status species including California Ridgway’s rail, California black rail, salt marsh harvest mouse, San Francisco garter snake, giant garter snake, California red-legged frog, and California tiger salamander. Mr. Johnson has conducted rare plant surveys and managed projects which had the following species: western burrowing owl, Swainson’s hawk, northern goshawk, golden eagle, foothill yellow-legged frog, Alameda whipsnake, western pond turtle, dusky-footed woodrat.
RELEVANT EXPERIENCE
Mount Tamalpais Fuel Reduction (Various Phases); Mill Valley, CA 2020 - 2023
Mr. Johnson supported Marin Municipal Water District (MMWD) in implementing various fire fuel reduction work, including understory mastication, and hand-crew clearing and thinning work. The work fell under MMWD’s Biodiversity, Fire, and Fuels Integrated Plan (BFFIP). Crews worked in and around sensitive watershed areas and habitat. The entirety of the project was located in steep, wildland terrain. Mr. Johnson served as the project manager.
Developed cost proposal and technical approach to various restoration activities
Oversaw crew logistics and scheduling
Performed project management and coordination with consultants Docusign Envelope ID: 71ABC041-66FC-4CBE-B806-7F606F5E7542
AREAS OF EXPERTISE
Restoration
Construction management &
QA/QC
Invasive Plant Management
Planning& Implementation
Natural Resource
Management & Monitoring
Mitigation Planning
Compliance Management
Plant/Wildlife Surveys
EDUCATION
MS, Biological Sciences,
University of Rhode Island
BS, Biological Sciences,
University of Rhode Island
PERMITS/CERTIFICATIONS
California Contractors State
License Board – C-27 Landscape
Construction License, 1086577,
exp. 2026
California Department of
Pesticide Regulation –Qualified
Applicator License, 162032,
exp. 12/2024
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Will Johnson, MS 2 of 4
Quarry Park Shaded Fuel Break; El Granada, CA
2023
Mr. Johnson supported San Mateo County Parks (SMCP) in implementing fuels reduction, including removing eucalyptus trees and understory vegetation. The work occurred in and around habitat for San Francisco dusky-footed woodrat, California red-legged frog, and nesting birds. Mr. Johnson served as the project manager (contractor). Developed cost proposal and technical approach to construction Oversaw crew logistics and scheduling
Performed project management and coordination with consultants Green Oaks Restoration; Pescadero, CA
2023
San Mateo County Resource Conservation District (SMCRCD) worked in conjunction with California State Parks to implement a riparian and grassland drainage restoration project. The project included site preparation, grading, log placement, spoils management, and revegetation post equipment work. Mr. Johnson was the project manager for construction (contractor).
Developed cost proposal and technical approach to restoration and maintenance Oversaw crew logistics and scheduling
Performed project management and coordination with consultants Kitteridge Wetland Restoration; Los Gatos, CA
2023
Mr. Johnson worked to support the restoration of a retention pond drainage feature for San Jose Water Company (SJWC). The creation of wetlands at Lake Kittredge was designed to provide habitat for California red-legged frogs, western pond turtles, and nesting olive-sided flycatchers. The scope included re-grading and earthmoving of seasonally flooded depressions, channels and general re-contouring, followed by revegetation and re-seeding of stabilized areas.
Will oversaw construction activities and worked with the client to develop approaches to work, erosion control and reseeding efforts. Mr. Johnson was the project manager for construction (contractor). Developed cost proposal and technical approach to construction Oversaw crew logistics and scheduling
Performed project management and coordination with consultants Arroyo de la Laguna Creek Restoration; Pleasanton, CA
2022 – 2023
The City of Pleasanton’s Arroyo de la Laguna project included site preparation, invasive plant management, restoration planting and long-term maintenance. Mr. Johnson served as the project manager for construction (contractor) and worked alongside Sequoia (consultant).
Developed cost proposal and technical approach to restoration Coordinated with City and consulting biologist
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Will Johnson, MS 3 of 4
Performed project management and permit compliance
San Rafael Creek Restoration & Maintenance; San Rafael, CA 2021 - 2023
Sonoma Marin Area Rail Transit’s (SMART) San Rafael Creek project included site preparation, invasive plant management, restoration planting and long-term maintenance. Mr. Johnson served as the project manager for construction (contractor) and worked alongside Sequoia (consultant). Developed cost proposal and technical approach to restoration Coordinated with SMART and consulting biologist
Performed project management and permit compliance
McCosker Creek Restoration and Improvements; Orinda, CA 2022 - 2023
East Bay Regional Park District’s (EBRPD) McCosker Creek project included invasive plant management and long-term maintenance of native plants and site infrastructure. Mr. Johnson served as the project manager for maintenance (contractor) and worked alongside Sequoia (consultant). Oversaw crew logistics and scheduling
Coordinated with EBRPD and consulting biologist
Performed project management and permit compliance
Special-status species: nesting birds and raptors, Alameda whipsnake, California red-legged frog, and San Francisco dusky-footed woodrat
Bioregional Habitat Restoration; Sunol, CA
2017 - 2023
San Francisco Public Utilities Commission (SFPUC) manages watershed areas throughout Alameda County. The project included several years of invasive plant management in wildland areas. Treatments were targeted to support native plant establishment and achieve SFPUC’s mitigation and management objectives. Work occurred in and around areas with sensitive species. Mr. Johnson served as a project manager. Developed cost proposal and technical approach to restoration and maintenance Oversaw crew logistics and scheduling
Performed project management and coordination with consultants
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Will Johnson, MS 4 of 4
NASA Ames Research Center Wetland Restoration & Mitigation; Santa Clara, CA 2018
As part of mitigation, NASA was required to investigate soils at a site at Moffett Field in Santa Clara County. Mr. Johnson led a construction team that provided native habitat and erosion control services to a consulting firm for the duration of the soil investigation across the several acre site. The project scope included brush and vegetation clearing ahead of drilling/soil sampling; silt/exclusion fence installation, maintenance and removal; harvesting and transplanting wetland and marsh plant species including pickleweed and saltgrass; hydroseeding and hand-broadcast seeding of native lowland, upland and transitional marsh species; hand-watering and non-chemical weed control to facilitate plant establishment.
Developed cost proposal and technical approach to construction and invasive plant work Oversaw crew logistics and scheduling
Performed project management and coordination with consultants On-Call Restoration & Maintenance; Various East Bay Regional Park properties, CA 2022 - 2023
Mr. Johnson supported East Bay Regional Park District (EBRPD) in implementing various stages of restoration and construction work at several different park units/locations. Work included invasive plant management, erosion control, site maintenance, irrigation troubleshooting and repair, and fence building. Mr. Johnson served as the project manager and lead contract point of contact for all on-call task orders. Developed cost proposal and technical approach to various restoration activities Oversaw crew logistics and scheduling
Performed project management and coordination with consultants Tilden Nature Area Restoration; Berkeley, CA
2018-2023
Mr. Johnson supported East Bay Regional Park District (EBRPD) in restoring pond features, installing native riparian vegetation, constructing trails, fencelines and park amphitheater. Work occurred in and around sensitive creek habitat.
Project included 5 years of follow-up maintenance and stewardship of the site. Mr. Johnson served as the project manager (contractor).
Developed cost proposal and technical approach to construction Oversaw crew logistics and scheduling
Performed project management and coordination with consultants
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8---485B 4CBE 4B23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Kelyn McGuire
Staff Biologist
Kelyn McGuire is an enthusiastic biologist with more than a year of experience.
Kelyn has experience conducting nesting bird surveys and special-status species surveys for California tiger salamander, California red-legged frog, Alameda whipsnake, western pond turtle, San Francisco dusky-footed woodrat. She has assisted in rare plant surveys under the supervision of a senior botanist. Kelyn also has performed California spotted owl surveys under the direction of experienced biologists. She has also assisted with bumble bee surveys under the guidance of a permitted biologist. Kelyn has experience performing pre-construction surveys, daily biological monitoring, and delivering environmental awareness trainings.
RELEVANT EXPERIENCE
Moraga Orinda Fire District, Tunnel East Bay Hills Fuel Break; Orinda, CA April 2023 – Ongoing
The Moraga-Orinda Fire District is conducting a fuels reduction project along key access roads in the cities of Moraga and Orinda, CA to minimize the impact of wildfires on local communities by developing fuel breaks and keep roads accessible for evacuation and emergency response. Sequoia is providing biological support on the project to ensure environmental compliance with the fuels reduction work. In support of this project, Kelyn’s role has included:
Conduct pre-construction surveys forspecial-statusspecies: California tiger salamander, California red-legged frog, western pond turtle, Alameda whipsnake, San Francisco dusky-footed woodrat
Perform pre-treatment surveys prior to work being done Environmentally train fuel reduction crews regarding sensitive species in a high-risk work environment
Monitor and provide insight to work crews to preserve sensitive species habitat such as core-scrub for Alameda whipsnake and nesting birds
Carrying out rare plant surveys under the supervision of Senior Botanists
Providing active monitoring during all pile burning done by fire officials
Set up trail cameras to track animal activity and behaviors Place coverboards outside of the project area to provide refuge
AREAS OF EXPERTISE
Nesting bird surveys
Biological monitoring
Pre-construction surveys
EDUCATION
BA Environmental Studies
(Anthropology), University of
California, Santa Barbara
UC Education Abroad Program,
(Anthropology) University of
Edinburgh, Scotland
MEMBERSHIPS AND
PROFESSIONAL ASSOCIATIONS
The Wildlife Society
Golden Gate Audubon Society
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Kelyn McGuire 2 of 4
Special-status species: Western pond turtle, California red-legged frog, California tiger salamander, Alameda whipsnake, San Francisco dusky-footed woodrat, Northern spotted owl Contra Costa County Fire Protection District (ConFire) - Lafayette/Walnut Creek Shaded Fuel Break, Contra Costa County, CA
May 2023 – Ongoing
This shaded fuel break project extends about 7 miles surrounding the community of Rossmoor and is expected to treat approx. 250 acres through the reduction of dense vegetation and removal of ladder fuels. Sequoia is providing reconnaissance and plant surveys ahead of vegetation removal, then daily monitoring during implementation. Kelyn’s responsibilities as lead biologist include:
Helped project kickoff by conducting environmental training for all working crew members Executed pre-treatment surveys of all project areas before commencement of any work Organized pre and post treatment
Managed project coordination and assisted project manager with scheduling, client communication and daily/weekly reporting
Accompanied Senior Biologist on bumble bee surveys targeting sensitive bumble bee species Maintained strong communication between client, crew and Sequoia staff Conduct daily pre-construction surveys forspecial status species ahead of days work Recording and mapping rare plant sensitive vegetation communities Performed reconnaissance surveys prior to implementation phase Special-status species: Alameda whipsnake, California red-legged frog, California tiger salamander, San Francisco dusky-footed woodrat, western pond turtle, Crotch’s bumble bee, California newt, sensitive bat species Marin Wildfire Prevention Authority (MWPA) –Environmental Services for Wildfire Prevention/Hazard Mitigation Projects, Marin County, CA
April 2023 – Ongoing
The Marin Wildfire Prevention Authority (MWPA) is working to permit a large number of fire prevention projects throughout Marin County. The projects use a wide variety of fuels reduction treatments to achieve their goals, from goat grazing to creating large fuel breaks using mechanical mastication. Sequoia is providing biological services during planning and implementation each of the 40-plus projects within the MWPA work plan. Sequoia’s biologists conduct literature reviews of biological resources and field assessments, prepare and present environmental trainings, and provide ongoing specialized expertise to assist the MWPA. Kelyn’s role included:
Performing pre-activity surveys for special-status wildlife and plants, as well as nesting birds Setting up acoustic monitors to record bird activity
Analyzing acoustic monitor data and providing concise data collection for the client Conducting nesting bird surveys
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Kelyn McGuire 3 of 4
Special- status species: Northern spotted owl, California red-legged frog, foothill yellow-legged, Ridgway’s rail, black rail, burrowing owl, Western snowy plover, salt marsh harvest mouse, Western bumblebee, monarch butterfly, anadromous fish, various sensitive bat species Bourdet Ranch Conservation Banking; Santa Clara County, CA April 2024
Sequoia Ecological Consulting, Inc. is assisting the Bourdet Family to establish a conservation bank on their 3,354-acre property in Santa Clara County, CA. Sequoia is tasked with all necessary biological surveys to determine absence/presence of listed species within the property, including pond sampling for California tiger salamander and California red-legged frog and special-status bumble bees. Once biological resources are evaluated, Sequoia is conducting a bank feasibility analysis and designing the conservation bank. Sequoia is directly coordinating with the agencies on behalf of the Bourdet family and drafting all required documents for establishing a conservation bank including a draft prospectus, prospectus, and additional documents based on agency evaluation of resources on-site.
Kelyn supported this project by:
Field assistant for protocol levelsurveys for candidate bumble bee species (Crotch’s bumble bee) Safe handling, catch and release of crotch’s bumble bee and other bumble bee species Successfully identifying Crotch’s bumble bee and other bumble bee species Assisting in data and mapping management
California State Parks, Mt. Diablo State Park Vegetation Treatment, Pretreatment Biological Surveys and Monitoring; Contra Costa County, CA
April 2023 – May 2023
The Mt. Diablo State Park Vegetation Treatment project involves Cal State Parks identifying key areas in the park that are at risk for wildfires. Multiple different vegetation removal companies are subcontracted to reduce fuel debris that can pose a risk incidents of fire outbreaks. Sequoia biologists provide pretreatment surveys to identify rare plants, special status species, and nesting birds to ensure that fuel removal is within environmental compliance. Kelyn’s duties include:
Providing pre-construction surveys for special status species and nesting birds Identifying habitat that can be suitable forspecial status species such as California red-legged Frog, Western Pond Turtle and Alameda whipsnake
Providing biological monitoring and reporting
Mariposa Peak Ranch Long-Term Management; Merced and Santa Clara Counties, CA April – May 2024
Sequoia Ecological Consulting is working to establish a conservation easement for Caltrans and a residential development project on private land near Gilroy in order to offset impacts to California tiger salamander and California red-legged frog. Kelyn’s responsibilities on this project included:
Assisting permitted biologists with pond sampling surveys for California red-legged frogs and California tiger salamanders
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Kelyn McGuire 4 of 4
Aiding in eDNA collection from each pond
Taking measurements and data collection of California red-legged frog and California tiger salamanders Conducting visual encounter surveys for western pond turtle, California red-legged frog, California tiger salamander and bullfrogs
Perform VES eye-shine surveys for bullfrogs
Use dip net and seine net for protocol level surveys for special-status species Anderson Dam Tunnel Water Quality Monitoring; Morgan Hill, CA October 2023 – Ongoing
This project includes environmental compliance and biological support for heavy civil construction in habitat suitable for several sensitive animal species. Under federal compliance orders, multiple regulatory agency permitting and technical recommendations, and under the Santa Clara Valley Habitat Conservation Plan/Natural Community Conservation Plan, Kelyn is responsible for:
Performing biological monitoring
Collecting water-quality data from Multi-Parameter Sondes located at different sites both upstream and downstream from the project location
Ensuring proper equipment maintenance and calibration to acquire high quality data Providing daily monitoring summaries to project managers Special-status species: California tiger salamander, California red-legged frog, western pond turtle, steelhead, coyote ceanothus, nesting birds, golden eagle, bald eagle, pallid bat California State Parks, Northgate Road Emergency Repair Project; Contra Costa County, CA June 2023 – October 2023
Mount Diablo State Park is conducting emergency repair work for culvert and road failures within the park. As a subconsultant to ECORP, Sequoia is providing biological and compliance support for project implementation, including pre-construction surveys for rare plants and biological monitoring during ground-disturbing activities. Species monitored during this project include Alameda whipsnake, California red-legged frog, California tiger salamander, Peregrine falcon and nesting birds. Kelyn supported this project by:
Providing biological monitoring and reporting to crews Providing environmental training for crews
Special-status species: California tiger salamander, California red-legged frog, Alameda whipsnake, Peregrine falcon, nesting birds, rare plants.
ITEM NO. 10.
Docusign Docusign Envelope Envelope ID: F2CFEC63 C3C88704--33B6 4FF8--485B 4B23--9D22 A2D6--15DBA66398A5 36853FBAC10F Nicolas Anderson
Biologist / Assistant Project Manager
Nicolas Anderson has 5 years of experience in wildlife and vegetation surveys, habitat restoration, construction monitoring, forestry management, and geographic information systems (GIS). His surveying experience includes pointcount, mark-recapture for small mammals and fish, electrofishing, mist netting, spotlight, dip netting,seining, hoop netting, telemetry, and herpetologicalsurveys for wetland index of biological integrity (IBI) assessments.
Nic’s threatened and endangered (T&E) biological surveys conducted in the Midwest, Southeast U.S., and California include but are not limited to western pond turtle, California red-legged frog, Indiana bat, Henslow’s sparrow, loggerhead sea turtle, northern long-eared bat, greater prairie-chicken, loggerhead shrike, bald eagle, Karner blue butterfly, Dakota skipper, and southern bog lemming.
Additionally, his T&E vegetation surveys have included but are not limited to beaked spikerush,slender rush, sterile sedge, western prairie fringed orchid, whorled nutrush, and stream parsnip.
RELEVANT EXPERIENCE
Marin Wildfire Prevention Authority, Environmental Compliance Consulting Servicesfor Wildfire Prevention/ Hazard Mitigation Projects; Marin County, CA
October 2022 – Ongoing
The Marin Wildfire Prevention Authority (MWPA) is working to permit numerous fire prevention projects throughout Marin County. The projects use a wide variety of fuels reduction treatments to achieve their goals, from goat grazing to creating large fuel breaks using mechanical mastication. Sequoia is providing biological services during the planning and implementation on upwards of 40 projects within the MWPA work plan. Sequoia’s biologists conduct literature reviews of biological resources and field assessments, prepare and present environmental trainings, and provide ongoing specialized expertise to assist the MWPA. Mr. Anderson’s role included:
Performing GIS services to provide detailed figures for project management and planning - GIS analyses include, but are not limited to, determining total impacts per vegetation community, proximity and impact analyses on T&E wildlife, plants, and critical habitats, impacts to aquatic habitats, summaries of soil characteristics within project Docusign Envelope ID: 71ABC041-66FC-4CBE-B806-7F606F5E7542
AREAS OF EXPERTISE
Biological surveys
Habitat restoration
Construction monitoring
Forestry management
EDUCATION
BS, Fisheries, Wildlife, and
Conservation Biology,
University of Minnesota –
Twin Cities
PERMITS/CERTIFICATIONS
Wildland Firefighter Type II
National Pollutant Discharge
Elimination System (NPDES)
Construction Stormwater
Inspector
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Nicolas Anderson 2 of 4
boundaries and surrounding areas, and depiction of on-the-ground environmental observations Managing and updating GIS databases
Special- status species: Northern spotted owl, California red-legged frog, foothill yellow-legged, Ridgway’s rail, black rail, burrowing owl, Western snowy plover, salt marsh harvest mouse, Western bumblebee, monarch butterfly, anadromous fish, various sensitive bat species Moraga-Orinda Fire District, Tunnel East Bay Hills Fuel Break Project; Orinda, CA October 2022 – Ongoing
The Moraga-Orinda Fire District (MOFD) is conducting a fuels reduction project within Contra Costa County to create large fuel breaks to reduce impacts from wildfire events. To assist with the implementation of this project, Nic is responsible for:
Performing GIS services to provide detailed figures for project management and planning. GIS analyses include, but are not limited to, determining total impacts per vegetation community, proximity and impact analyses on T&E wildlife, plants, and critical habitats, impacts to aquatic habitats, summaries of soil characteristics within project boundaries and surrounding areas, and depiction of on-the-ground environmental observations Managing and updating GIS databases
San Mateo County Parks, Edgewood Shaded Fuel Break; Redwood City, CA June 2022
In support of San Mateo County Parks in this fuel break project, Nic was responsible for:
Performing pre-construction surveys for special-statusspecies and nesting birds Conducting biological monitoring during work activities for nesting birds Assisting with daily routine data collection and work activity summaries Special-status species: California tiger salamander, California red-legged frog, Western pond turtle, Alameda whipsnake, San Francisco dusky-footed woodrat
Anderson Dam Tunnel Water Quality Monitoring; San Jose, CA April 2023 – Ongoing
This project includes environmental compliance and biological support for heavy civil construction in habitat suitable for several sensitive animal species. Under federal compliance orders, multiple regulatory agency permitting and technical recommendations, and under the Santa Clara Valley Habitat Conservation Plan/Natural Community Conservation Plan, Nic is responsible for:
Performing pre-construction surveys for biological resources Collecting water-quality data from MultiParameter Sondes located at different sites both upstream and downstream from the project location
Ensuring proper equipment maintenance and calibration to acquire high quality data Performing biological monitoring of sensitive habitats and species during construction when required by permits
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Nicolas Anderson 3 of 4
Providing daily monitoring summaries to project managers Creating master Excel sheets to process collected water quality data for compliance evaluation Writing soilsample reuse and monthly project update reports for client Special-status species: California tiger salamander, California red-legged frog, Western pond turtle, DPS steelhead, coyote ceanothus, nesting birds, golden eagle, bald eagle, pallid bat San Mateo County Parks Department, Sawyer Camp Trail Culvert Replacement; Burlingame, CA August 2022 – Ongoing
Supporting San Mateo County Parks for this culvert replacement project, Nic is responsible for:
Conducting pre-construction surveys forspecial-statusspecies and nesting birds Monitoring construction activities to ensure minimal impactsto special-status species and their habitats Inspecting finalized work sites to ensure proper escape pathways for wildlife trapped in trenched areas Conducting biological monitoring during work activities for nesting birds and special-status species Completing daily routine data collection and work activity summaries Special-status species: western pond turtle, San Francisco dusky-footed woodrat, California red-legged frog, San Francisco garter snake
Valley Water, Cross Valley Pipeline Extension Project Fish Rescue; Coyote, CA August 2022
In support of this pipeline extension project, Nic was responsible for:
Performing electrofishing surveys within the project area to minimize construction activity impacts on fish populations
Identifying native fish species for relocation and invasive species for inventory Assisting with daily monitoring reports and data collection Special-status species: San Francisco dusky-footed woodrat, American badger, California red-legged frog, California tiger salamander, Western pond turtle, roosting bats City of San Jose, Storm Drain System Improvements; San Jose, CA July 2022
Contributing to improvements in this storm drain project, Nic was responsible for:
Conducting worker environmental awareness program (WEAP) training for incoming contractors to identify special-status species (specifically Western burrowing owls) within the prospective project area
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Nicolas Anderson 4 of 4
Valley Water, Upper Llagas Creek Flood Protection Project Phase 2A; Morgan Hill, CA June 2022
Under contract with the Santa Clara Valley Water District, several contractors are conducting channel improvements on existing creek reaches and constructing new creek channels to reduce or prevent flooding during major storm events.
Sequoia has performed work for the contractor as well as owner to assist in meeting habitat preservation, restoration, and improvement goals as stipulated by the project plan. Nic’s responsibilities include:
Conducting pre-construction surveys and construction monitoring for nesting birds, and generalspecial-status species under CDFW and USFWS permits
Identifying habitats and suitable breeding locations for federally and state special-status species Monitoring turbidity, dissolved oxygen, temperature, pH, and erosion within the watercourses Special-statusspecies: California red-legged frog, California tigersalamander, Western pond turtle
TRAININGS/CERTIFICATIONS
Storm Water Best Management Practices, Sequoia Ecological Consulting, 2022 Nesting Bird Ecology and Survey Practices, Sequoia Ecological Consulting, 2022 Identification of Hydraulic Features, Sequoia Ecological Consulting, 2022 Alameda Whipsnake Ecology and Identification, Sequoia Ecological Consulting, 2022 Construction Stormwater Inspector, National Pollutant Discharge Elimination System, 2020 Rosgen Level 1 Principles of Fluvial Geomorphology, 5 Smooth Stones, LLC, 2019 RiverMorph, 5 Smooth Stones, LLC, 2019
AutoCAD Civil 3D for Stream Restoration, 5 Smooth Stones, LLC, 2019 Culvert Design for Stream Connectivity and Aquatic Organism Passage, University of Minnesota – Twin Cities, 2019 S-130 Firefighter Training, S-190 Introduction to Wildland Fire Behavior, L-180 Human Factors in the Wildland Fire Service, and IS-100 Introduction to Incident Command System, Wildland Firefighter Type II (FFT2), National Wildfire Coordinating Group, 2018
ITEM NO. 10.
Docusign Docusign Envelope Envelope ID: F2CFEC63 C3C88704--33B6 4FF8--485B 4B23--9D22 A2D6--15DBA66398A5 36853FBAC10F Brian Nissen
Project Biologist
Brian Nissen is a restoration ecologist and field biologist with more than 6 years of professional experience working with private industry consulting, federal and state agencies compliance, and volunteer research projects. Brian has experience providing permit oversight as well leading numerous ecological restoration projects biological surveys across the greater San Francisco Bay Area including special status species mitigation, riparian, oak woodland and savannah, and grassland habitats restoration.
Skilled background in restoration ecology, land management, and rangeland management/ecology. Areas of knowledge and expertise include restoration project design, implementation, and upkeep, invasive plant management, native plant propagation and establishment, grazing and mow regime management and establishment, and irrigation systems.
Mr. Nissen holds 10(a)(1)(A) permits for conducting presence/absence surveys for both California tiger salamander and California red-legged frog in Marin, Sonoma, Lake, Napa, Solano, Contra Costa, Alameda, Santa Clara and San Mateo counties.
Additionally, Brian has extensive experience conducting biological monitoring for these two species on construction projects across the greater Bay Area.
In addition to working with the California tiger salamander and California redlegged frog Mr. Nissen has experience conducting surveys and working with other special-status species including: nesting birds and raptors, burrowing owl, Swainson’s hawk, western pond turtle, San Francisco dusky-footed woodrat, fairy shrimp, giant garter snake, Alameda whipsnake, and San Joaquin kit fox.
Experience with rare plants includes Santa Cruz robust spineflower, Congdons tarplant, San Joaquin spearscale, and Santa Clara dudleya.
Mr. Nissen has 100+ hours of passerine banding experience using mist nets at the Coyote Creek Field Station with San Francisco Bay Bird Observatory (SFBBO).
RELEVANT EXPERIENCE
Santa Clara Valley Water District, Anderson Dam Tunnel Project; Morgan Hill, CA
February 2024 - Present
Sequoia is providing biological support for the Anderson Dam Tunnel Project.
Sequoia’s biologists are supporting environmental compliance for heavy civil construction in habitat suitable for California red-legged frog, California tiger salamander, western pond turtle, steelhead salmon Central California Coast Distinct Population Segment, coyote ceanothus, nesting birds, pallid bat, and bald eagle. This project is being conducted under Federal Energy Regulatory Docusign Envelope ID: 71ABC041-66FC-4CBE-B806-7F606F5E7542
AREAS OF EXPERTISE
Field identification of
California flora and fauna
Ecologicalrestoration project
oversight
Land management
Regulatory permitting
EDUCATION
BS, Natural Resources, Fisheries
and Wildlife Science, Oregon
State University
PERMITS/CERTIFICATIONS
10(a)(1)(A) Recovery Permit
(PER0011950), California tiger
salamander, California redlegged frog
CDFW Scientific Collection
Permit (SC-190180001)
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Brian Nissen 2 of 3
Commission emergency compliance orders with technical recommendations from the US Fish and Wildlife Service (USFWS) and National Marine Fisheries Service, and permitting through the US Army Corps of Engineers, State Water Resources Control Board, California Department of Fish and Wildlife (CDFW), and Santa Clara Valley Habitat Conservation Plan/Natural Community Conservation Plan. Brian’s roles include:
Ensuring water quality permit measures were met using data collected while checking water quality monitoring sondes and equipment
Conducting soil sampling ensuring soil quality parameters are recorded and met Conducting nesting bird surveys ensuring the project is within compliance with the Migratory Bird Treaty Act and other environmental and legal constraints.
County of San Mateo, Half Moon Bay Landfill Stormwater Mgmt Emergency Repair; Half Moon Bay, CA February 2024 – March 2024
The stormwater drainpipe failure occurred on a coastal bluff next to the closed Half Moon Bay Landfill. An ephemeral, unnamed drainage flows through the drainpipe. The drainage was conveying water during a site visit on January 25, 2024. Rerouting the runoff may be anticipated; however, this is dependent on timing of the start of repair work. The failed drainpipe is currently not functioning, and the revetment is at risk of further collapse. The repairs are intended to address stormwater discharge and limit erosion caused by stormwater runoff as a result of the damage caused by previous excessive stormwater discharge. Work will be conducted in accordance with BMPs detailed in the County of San Mateo Routine Maintenance Program Manual. A biologist will be onsite to actively monitor all work. Project activities are anticipated to begin in February 2024. The full duration of the project is expected to be approximately 3 weeks. As a staff biologist on this effort, Brian’s roles include:
Provide biological monitoring for nesting birds and specials status species Fairview Residential Development; Hollister, CA
February 2020 – May 2022
Residential housing development located in Hollister, California. Performed preconstruction surveys and daily biological monitoring of construction activates to ensure protection of wildlife species. Administered environmental training to crew members and interfaced with construction crews on environmental issues. As a biological monitor Brian’s duties included:
Performing pre-construction surveys for nesting birds and other biological resources Preforming burrow excavations of potential CTS burrows prior to ground disturbance activities Performing biological monitoring of sensitive habitats and species during construction when required by permits Performing biological monitoring of permit conditionssuch as exclusionary fence and escape ramp installation.
West of Fairview Residential Development; Hollister, CA March 2022 – May 2022
Residential housing development located in Hollister, California. Performed preconstruction surveys and daily biological monitoring of construction and restoration activities to ensure protection of wildlife species and permit condition
ITEM NO. 10.
Docusign Docusign Docusign Envelope Envelope Envelope ID: 71ABC041 F2CFEC63 C3C88704--33B6 66FC 4FF8--485B 4CBEB23--9D22 -A2D6 B80--15DBA66398A5 -36853FBAC10F 7F606F5E7542 Resume Page
Brian Nissen 3 of 3
compliance. Administered environmental training to crew members and interfaced with construction crews on environmental issues. As a biological monitor Brian’s duties included:
Performing pre-construction surveys for nesting birds and other biological resources Preforming burrow excavations of potential CTS burrows prior to ground disturbance activities Performing biological monitoring of sensitive habitats and species during construction when required by permits Performing biological monitoring of permit conditionssuch as exclusionary fence and escape ramp installation.
Communication Hill Residential Development; San Jose, CA June 2021
Large scale mix-use residential development. Site was formerly home to one of the largest populations of Santa Clara Valley dudleya (Dudleya setchellii), which is a low growing perennial succulent with pale yellow flowers that grows in rocky outcrops in serpentine grasslands. Santa Clara dudleya is found only in the Coyote Valley area of Santa Clara County, California, from San Jose south about 25 miles to Gilroy. As a biologist on this project Brian’s duties included:
Conducting rare plant surveys for Santa Clara Valley dudleya Contra Costa Water District – Rock Slough Fish Screen Vegetation Management; Oakley, CA June 2019 and June 2020
Aquatic vegetation management at the Contra Costa Water District Rock Slough Fish Screen. Biological monitors provided salvage and documentation for aquatic biological resources during annual aquatic vegetation removal at the Rock Slough Fish Screen facility. As a biological monitor Brian’s duties included:
Performing biological monitoring of sensitive habitats and species during maintenance activities Performing pre-construction surveys for nesting birds and other biological resources species, native plant cover, and restoration plant survivorship. As the land manager of the property and staff biologist Mr. Nissen’s duties included:
Assisting and leading annual CTS and CRLF surveys
Assisting and leading annual plant survivorship counts Annual long term resource management and monitoring, including invasive plant management, restoration planting management, pond maintenance, grazing management, and erosion prevention and mitigation
ITEM NO. 10.
PREPARED BY: Dan Keller
Fleet & Facilities Operations Manager
Reviewed by: Town Manager, Assistant Town Manager, Town Attorney, Finance Director, and Parks and Public Works Director
110 E. Main Street Los Gatos, CA 95030 ● (408) 354-6832 www.losgatosca.gov
TOWN OF LOS GATOS
COUNCIL AGENDA REPORT
MEETING DATE: 12/02/2025
ITEM NO: 11
DATE: December 2, 2025
TO: Mayor and Town Council
FROM: Chris Constantin, Town Manager
SUBJECT: Authorize the Town Manager to Reopen the Building Replacement at Corporation Yard Project (4118715; CIP No. 821-2302) and Authorize an Expenditure Budget Adjustment in the Amount of $83,565.38 RECOMMENDATION: Authorize an expenditure budget adjustment of $83,565.38 from the General Fund reopening the Building Replacement at
Corporation Yard project (4118715; CIP No. 821-2302) to complete previously planned shelving and forklift purchases that were delayed by manufacturing and supply chain issues.
STRATEGIC PRIORITIES:
This action supports the strategic priority of prudent financial management.
FISCAL IMPACT:
This item reopens the Building Replacement at Corporation Yard project (4118715; CIP No. 821- 2302) and includes an expenditure budget adjustment from the available General Fund Appropriated Reserve in the amount of $83,565.38 to complete previously planned shelving and forklift purchases that were delayed due to manufacturing and supply chain issues.
BACKGROUND:
This project was scoped to include the demolition of an existing building and construction of a new one. It was advertised for construction in January 2022. One bid was received at that time, and the cost proposal was over the allotted budget amount. On March 3, 2022, the Town Council rejected the single bid and approved an additional $600,000 for the project. In order to
ITEM NO. 11.
PAGE 2 OF 4
SUBJECT: Actions Relating to the Building Replacement at Corporation Yard Project (4118715; CIP No. 821-2302)
DATE: December 12, 2025
facilitate a more competitive bidding process, the existing building was demolished with a separate contract on July 5, 2022, to help reduce the costs for the overall project.
The Town advertised and received two bids for the revised project on July 12, 2022. S & H Construction Inc. was the lowest bid for the building construction within the revised budget.
The new storage building construction has proven to be a very important addition to the Parks and Public Works Streets and Parks Operations, as it houses materials that were previously exposed to weather. Additionally, the Los Gatos Monte Sereno Police Department utilizes a portion of the space for evidence storage. To accommodate these functions, staff’s intent was to outfit the new building with specified shelving and secure a small forklift to provide access to higher storage area.
Attachment 1 includes copies of the previously approved contracts and purchase orders for the two outstanding work items.
DISCUSSION:
The new storage building was completed in 2023. Completion of the equipment and shelving configuration was delayed due to a manufacturing backlog affecting the forklift order placed through Hyster Yale Materials Handling Inc. The forklift manufacturing delay resulted in the project not being completed in Fiscal Year 2024-25 as originally expected when the Proposed Capital Budget was issued in May 2025.
The forklift is a critical component needed to safely access and handle materials on the new shelving system due to the narrow aisle design of the building. Because the forklift’s delivery was delayed, the shelving installation by Engineered Products (A PAPE Company) could not be finalized prior to June 30, 2025 as planned.
Once the forklift is received, the remaining shelving installation and configuration will be completed. To complete these purchases, the project must be reopened and the previously appropriated funding must be re-budgeted to complete the project. When the proposed CIP was issued staff expected all work to be completed and invoices to be paid by June 30, 2025.
As mentioned above, a manufacturing delay prevented completion of the project.
ITEM NO. 11.
PAGE 3 OF 4
SUBJECT: Actions Relating to the Building Replacement at Corporation Yard Project (4118715; CIP No. 821-2302)
DATE: December 12, 2025
CONCLUSION:
Staff recommend that Town Council authorize the Town Manager to reopen the Building Replacement at Corporation Yard Project (CIP No. 812-2302) and approve revenue and
ITEM NO. 11.
PAGE 4 OF 4
SUBJECT: Actions Relating to the Building Replacement at Corporation Yard Project (4118715; CIP No. 821-2302)
DATE: December 12, 2025
expenditure budget adjustments to re-budget previously allocated appropriations and finalize purchases.
ENVIRONMENTAL ASSESSMENT:
In accordance with CEQA Guidelines Section 15378(b)(5), approval of this amendment is not a project subject to CEQA because it is an administrative activity that will not impact the environment.
Attachment:
1. Purchase Orders with Engineered Products and Hyster Yale Materials Handling Inc.
ITEM NO. 11.
Vendor
Bill To
Fiscal Year
Department
Purchase Order Date
Purchase Order Number
Ship To
VENDOR PHONE NUMBER VENDOR EMAIL VENDOR NUMBER REQUISITION NUMBER BUYER NAME DELIVERY REFERENCE NOTES
ITEM # DESCRIPTION QUANTITY UOM UNIT PRICE EXTENDED PRICE GL #:
GL #:
DUPLICATE COPY
Purchase Order
2475
ENGINEERED PRODUCTS A PAPE CO
9800 40TH AVE S
SEATTLE, WA 98118
TOWN OF LOS GATOS
PO BOX 655
LOS GATOS, CA 95031
20250264
PPW
06/10/2025
THIS NUMBER MUST APPEAR ON ALL INVOICES,
PACKAGES, AND SHIPPING PAPERS.
2025 Page 1 of 1
PARKS AND PUBLIC WORKS
TOWN OF LOS GATOS
41 MILES AVE
LOS GATOS, CA 95030
PPW
TOWN OF LOS GATOS
110 E. MAIN STREET
LOS GATOS, CA 95030
www.losgatosca.gov
PHONE 408-354-6833
2475 14 Nicolle Burnham
Purchase & installation of additional shelving units for the storage building at the PPW Corp 1.0000 AMOU $28,857.9400 $28,857.94 Yard, not to exceed $28,857.94.
1 4118715 - 82405 $28,857.94
2 Unforeseen services not to exceed $ 2,885.79. 1.0000 AMOU $2,885.7900 $2,885.79 4118715 - 82405 $2,885.79
Authorized Signature Purchase Order Total $31,743.73
Authorized purchasing agent. The right is reserved to purchase in the open market and to charge the difference to the Vendor in the event the deliveries are not made at the time specified in the bid or contract. Whenever a delivery is rejected the Vendor shall be notified and given reason for the rejection. All rejected deliveries shall be held at Vendor's risk and he shall bear the expense of removal. Town of Los Gatos is exempt from Federal Excise Tax and Finance Charges. Not valid without Purchase Order No. and signature of Purchasing Agent. All purchases are subject to the conditions printed below. Mail two copies of your invoice to ACCOUNTS PAYABLE, P.O. BOX 655, LOS GATOS, CA.
Purchasing Copy ATTACHMENT 1
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
PURCHASE AND SERVICE AGREEMENT
PREAMBLE
THIS AGREEMENT is dated for identification on 14th day of May 2025 and is made by and between TOWN OF LOS GATOS, a California municipal corporation, (“Town”) and Engineered Products, A Pape Company (“Supplier”) identified as an S Corporation and whose address is 555 Display Way, Sacramento, CA 95838. This Agreement is made with reference to the following facts.
I. RECITALS
1.1 Town sought quotations for the purchase described in this Agreement, and Supplier was found to be the lowest responsible supplier for this purchase.
1.2 Supplier represents that it is a qualified and competent supplier of the items to be purchased under this Agreement.
1.3 The Town desires to engage Supplier to provide purchase and installation of additional shelving units for PPW storage building.
1.4 The Supplier represents and affirms that it is qualified and willing to perform the desired work pursuant to this Agreement.
II. AGREEMENTS
2.1 Supplies and Terms. Supplier hereby agrees to deliver to Town the items and materials described in Exhibit A, (Goods) which is attached hereto and incorporated by reference. The terms and conditions are as follows:
(1) Price. Town shall pay Supplier the amounts defined in Exhibit A $28,857.94 plus $2,885.79 (unforeseen) for a total amount not to exceed $31,743.73, which include sales tax and delivery charges. Payment shall be net 30 days from delivery. (2) Delivery. The delivery of the Goods shall be on a mutually agreed upon date. Delivery shall be made between 8:00 a.m. and 5:00 p.m. on weekdays that are not Town holidays or furlough days.
2.2 Time of the Essence. Prompt delivery of the items and materials is essential to this Agreement.
2.3 Scope of Services. Supplier shall provide services as described in that certain Proposal sent to the Town on April 16, 2025, which is hereby incorporated by reference and attached as “Exhibit A.” (Services)
2.4 Time of Performance. Notwithstanding Section 2.1(2), this agreement will remain in effect June 1, 2025, through December 31, 2025.
Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
2.5 Compliance with Laws. The Supplier shall comply with all applicable laws, codes, ordinances, and regulations of governing federal, state and local laws relating to the agreement. Supplier represents and warrants to Town that it has all licenses, permits, qualifications and approvals of whatsoever nature which are legally required for Supplier to practice its profession. Supplier shall maintain a Town of Los Gatos business license pursuant to Chapter 14 of the Code of the Town of Los Gatos.
2.6 Sole Responsibility. Supplier shall be responsible for employing or engaging all persons necessary to perform the services under this Agreement.
2.7 Information/Report Handling. All documents furnished to Supplier by the Town and all reports and supportive data prepared by the Supplier under this Agreement are the Town’s property and shall be delivered to the Town upon the completion of Supplier's services or at the Town's written request. All reports, information, data, and exhibits prepared or assembled by Supplier in connection with the performance of its services pursuant to this Agreement are confidential until released by the Town to the public, and the Supplier shall not make any of the these documents or information available to any individual or organization not employed by the Supplier or the Town without the written consent of the Town before such release. The Town acknowledges that the reports to be prepared by the Supplier pursuant to this Agreement are for the purpose of evaluating a defined project, and Town's use of the information contained in the reports prepared by the Supplier in connection with other projects shall be solely at Town's risk, unless Supplier expressly consents to such use in writing. Town further agrees that it will not appropriate any methodology or technique of Supplier which is and has been confirmed in writing by Supplier to be a trade secret of Supplier.
2.8 Compensation. Compensation for the Good and services in the amount of $28,857.94 plus $2,885.79 (unforeseen) for a total amount not to exceed $31,743.73 , inclusive of all costs. Payment shall be based upon Town approval of each task. Subject to appropriation of funds, notwithstanding any other provision in this agreement.
2.9 Billing. Billing shall be by invoice within thirty (30) days of the rendering of the services and shall be accompanied by a detailed explanation of the work performed by whom at what rate and on what date. Also, plans, specifications, documents or other pertinent materials shall be submitted for Town review, even if only in partial or draft form.
Payment shall be net thirty (30) days. All invoices and statements to the Town shall be addressed as follows:
Invoices:
Town of Los Gatos
Attn: Accounts Payable
P.O. Box 655
Los Gatos, CA 95031-0655
Email (preferred): [email protected]
Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
2.10 Availability of Records. Supplier shall maintain the records supporting this billing for not less than three years following completion of the work under this Agreement. Supplier shall make these records directly applicable to the goods and services available to authorized personnel of the Town at the Supplier's offices during business hours upon written request of the Town.
2.11 Assignability and Subcontracting. The services to be performed under this Agreement are unique and personal to the Supplier. Any subcontractors, including the installers, must be approved by Town staff. The Town understands that the vendor plans to subcontract to a nonunion installer.
2.12 Independent Contractor. It is understood that the Supplier, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and not an agent or employee of the Town. As an independent contractor he/she shall not obtain any rights to retirement benefits or other benefits which accrue to Town employee(s). With prior written consent, the Supplier may perform some obligations under this Agreement by subcontracting, but may not delegate ultimate responsibility for performance or assign or transfer interests under this Agreement. Supplier agrees to testify in any litigation brought regarding the subject of the work to be performed under this Agreement. Supplier shall be compensated for its costs and expenses in preparing for, traveling to, and testifying in such matters at its then current hourly rates of compensation, unless such litigation is brought by Supplier or is based on allegations of Supplier's negligent performance or wrongdoing.
2.13 Conflict of Interest. Supplier understands that its professional responsibilities are solely to the Town. The Supplier has and shall not obtain any holding or interest within the Town of Los Gatos. Supplier has no business holdings or agreements with any individual member of the Staff or management of the Town or its representatives nor shall it enter into any such holdings or agreements. In addition, Supplier warrants that it does not presently and shall not acquire any direct or indirect interest adverse to those of the Town in the subject of this Agreement, and it shall immediately disassociate itself from such an interest, should it discover it has done so and shall, at the Town's sole discretion, divest itself of such interest. Supplier shall not knowingly and shall take reasonable steps to ensure that it does not employ a person having such an interest in this performance of this Agreement. If after employment of a person, Supplier discovers it has employed a person with a direct or indirect interest that would conflict with its performance of this Agreement, Supplier shall promptly notify Town of this employment relationship, and shall, at the Town's sole discretion, sever any such employment relationship.
2.14 Equal Employment Opportunity. Supplier warrants that it is an equal opportunity employer and shall comply with applicable regulations governing equal employment opportunity. Neither Supplier nor its subcontractors do and neither shall discriminate against persons employed or seeking employment with them on the basis of age, sex, color, race, marital status, sexual orientation, ancestry, physical or mental disability, national origin, Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
religion, or medical condition, unless based upon a bona fide occupational qualification pursuant to the California Fair Employment & Housing Act.
III. INSURANCE AND INDEMNIFICATION
3.1 Minimum Scope of Insurance:
i. Supplier agrees to have and maintain, for the duration of the contract, General Liability insurance policies insuring him/her and his/her firm to an amount not less than: two million dollars ($2,000,000) combined single limit per occurrence for bodily injury, personal injury and property damage. ii. Supplier agrees to have and maintain for the duration of the contract, an Automobile Liability insurance policy ensuring him/her and his/her staff to an amount not less than one million dollars ($1,000,000) combined single limit per accident for bodily injury and property damage.
iii. Supplier shall provide to the Town all certificates of insurance, with original endorsements effecting coverage. Supplier agrees that all certificates and endorsements are to be received and approved by the Town before work commences.
iv. Supplier agrees to have and maintain, for the duration of the contract, professional liability insurance in amounts not less than $1,000,000 which is sufficient to insure Supplier for professional errors or omissions in the performance of the particular scope of work under this agreement.
General Liability:
i. The Town, its officers, officials, employees and volunteers are to be covered as insured as respects: liability arising out of activities performed by or on behalf of the Supplier; products and completed operations of Supplier, premises owned or used by the Supplier. This requirement does not apply to the professional liability insurance required for professional errors and omissions. ii. The Supplier's insurance coverage shall be primary insurance as respects the Town, its officers, officials, employees and volunteers. Any insurance or selfinsurances maintained by the Town, its officers, officials, employees or volunteers shall be excess of the Supplier's insurance and shall not contribute with it. iii. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the Town, its officers, officials, employees or volunteers.
iv. The Supplier's insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the limits of the insurer's liability.
Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
3.2 All Coverages. Each insurance policy required in this item shall be endorsed to state that coverage shall not be suspended, voided, cancelled, reduced in coverage or in limits except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the Town. Current certification of such insurance shall be kept on file at all times during the term of this agreement with the Town Clerk Administrator.
3.3 Workers’ Compensation. In addition to these policies, Supplier shall have and maintain Workers' Compensation insurance as required by California law and shall provide evidence of such policy to the Town before beginning services under this Agreement. Further, Supplier shall ensure that all subcontractors employed by Supplier provide the required Workers' Compensation insurance for their respective employees. As required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than one million dollars ($1,000,000) per accident for bodily injury or disease.
3.4 Indemnification. The Supplier shall save, keep, hold harmless and indemnify and defend the Town its officers, agent, employees and volunteers each, an Indemnitee from all damages, liabilities, penalties, costs, or expenses for (a) any damage to property; (b) death or injury to any person; and (c) a breach by Supplier of a relevant law in the course of, or caused by, the performance of its obligations under this Agreement, in each case as and to the extent the damage, death or injury, or breach is caused or contributed to by Supplier, but Supplier’s liability to indemnify any Indemnitee will be reduced proportionately to the extent that the damage, death or injury, or breach is caused or contributed to by any Indemnitee.
IV. GENERAL TERMS
4.1 Waiver. No failure on the part of either party to exercise any right or remedy hereunder shall operate as a waiver of any other right or remedy that party may have hereunder, nor does waiver of a breach or default under this Agreement constitute a continuing waiver of a subsequent breach of the same or any other provision of this Agreement.
4.2 Severability. If any term of this Agreement is held invalid by a court of competent jurisdiction, the remainder of this Agreement shall remain in effect.
4.3 Warranty. Supplier shall remedy any defects due to faulty materials and/or workmanship and pay for any damages to other work and/or existing facilities resulting therefrom which shall appear within a period of one year from the date of recording of final acceptance.
4.4 Governing Law. This Agreement, regardless of where executed, shall be governed by and construed to the laws of the State of California. Venue for any action regarding this Agreement shall be in the Superior Court of the County of Santa Clara.
4.5 Termination of Agreement. The Town and the Supplier shall have the right to terminate this agreement with or without cause by giving not less than fifteen days (15) written notice of Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
termination. In the event of termination, the Supplier shall deliver to the Town all supplies and services scheduled to be delivered to Town within that fifteen (15) day period.
4.6 Prevailing Wages. This project is subject to the requirements of Section 1720 et seq. of the California Labor Code requiring the payment of prevailing wages, and compliance with other applicable requirements. Contractors and all subcontractors who perform work on the project are required to comply with these requirements. Prevailing wages apply to all projects over $1,000 which are defined as a “public work” by the State of California. This includes:
construction, demolition, repair, alteration, maintenance and the installation of photovoltaic systems under a Power Purchase Agreement when certain conditions are met under Labor Code Section 1720.6. This include service and warranty work on public buildings and structures.
A. The applicable California prevailing wage rate can be found at www.dir.ca.gov and are on file with the Town of Los Gatos Parks and Public Works Department, which shall be available to any interested party upon request. The contractor is also required to have a copy of the applicable wage determination posted and/or available at each jobsite.
B. Specifically, contractors are reminded of the need for compliance with Labor Code Section 1774-1775 (the payment of prevailing wages and documentation of such), Section 1776 (the keeping and submission of accurate certified payrolls) and 1777.5 in the employment of apprentices on public works projects. Further, overtime must be paid for work in excess of 8 hours per day or 40 hours per week pursuant to Labor Code Section 1811-1813.
C. Special prevailing wage rates generally apply to work performed on weekends, holidays and for certain shift work. Depending on the location of the project and the amount of travel incurred by workers on the project, certain travel and subsistence payments may also be required. Contractors and subcontractors are on notice that information about such special rates, holidays, premium pay, shift work and travel and subsistence requirements can be found at www.dir.ca.gov.
D. The public entity for which work is being performed or the California Department of Industrial Relations may impose penalties upon contractors and subcontractors for failure to comply with prevailing wage requirements. These penalties are up to $200 per day per worker for each wage violations identified; $100 per day per worker for failure to provide the required paperwork and documentation requested within a 10- day window; and $25 per day per worker for any overtime violation.
E. As a condition to receiving progress payments, final payment and payment of retention on any and all projects on which the payment of prevailing wages is required, the contractor agrees to present to the TOWN, along with its request for payment, all Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
applicable and necessary certified payrolls (for itself and all applicable subcontractors) for the time period covering such payment request. The term “certified payroll” shall include all required documentation to comply with the mandates set forth in Labor Code Section 1720 et seq, as well as any additional documentation requested by the Agency or its designee including, but not limited to: certified payroll, fringe benefit statements and backup documentation such as monthly benefit statements, employee timecards, copies of wage statements and cancelled checks, proof of training contributions (CAC2 if applicable), and apprenticeship forms such as DAS-140 and DAS142.
F. In addition to submitting the certified payrolls and related documentation to the TOWN, the contractor and all subcontractors shall be required to submit certified payroll and related documents electronically to the California Department of Industrial Relations. Failure to submit payrolls to the DIR when mandated by the project parameters shall also result in the withholding of progress, retention and final payment.
G. No contractor or subcontractor may be listed on a bid proposal for a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 [with limited exceptions from this requirement for bid purposes only under Labor Code section 1771.1(a)].
H. No contractor or subcontractor may be awarded a contract for public work on a public works project, unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. Contractors MUST be a registered “public works contractor” with the DIR AT THE TIME OF BID. Where the prime contract is less than $15,000 for maintenance work or less than $25,000 for construction alternation, demolition or repair work, registration is not required.
4.7 Amendment. No modification, waiver, mutual termination, or amendment of this Agreement is effective unless made in writing and signed by the Town and the Supplier.
4.8 Disputes. In any dispute over any aspect of this Agreement, the prevailing party shall be entitled to reasonable attorney's fees, including costs of appeal.
4.9 Notices. Any notice required to be given shall be deemed to be duly and properly given if mailed postage prepaid, and addressed to:
Town of Los Gatos
Attn: Town Clerk
110 E. Main Street
Los Gatos, CA 95030
Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
Engineered Products, A Pape Company
555 Display Way
Sacramento, CA 95838
OR personally delivered to Supplier to such address or such other address as Supplier designates in writing to Town.
4.10 Order of Precedence. In the event of any conflict, contradiction, or ambiguity between the terms and conditions of this Agreement in respect of the Products or Services and any attachments to this Agreement, then the terms and conditions of this Agreement shall prevail over attachments or other writings.
4.11 Entire Agreement. This Agreement, including all Exhibits, constitutes the complete and exclusive statement of the Agreement between the Town and Supplier. No terms, conditions, understandings or agreements purporting to modify or vary this Agreement, unless hereafter made in writing and signed by the party to be bound, shall be binding on either party.
Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Purchase and Service Agreement
Engineered Products, A Pape Company
IN WITNESS WHEREOF, the Town and Supplier have executed this Agreement.
Town of Los Gatos by:
________________________________________
Chris Constantin, Town Manager
Engineered Products, A Pape Company by:
________________________________________
David Oliphant, Vice President
Recommended by:
________________________________________
Nicolle Burnham,
Director of Parks and Public Works
Approved as to Form:
________________________________________
Gabrielle Whelan, Town Attorney
Attest:
________________________________________
Wendy Wood, CMC, Town Clerk
Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB 5/20/2025
5/27/2025
5/28/2025
6/2/2025
6/2/2025
ITEM NO. 11.
555 Display Way
ENGINEERED
PRODUCTS
A PAPE c mm
Tel: (916) 922-7225
Sacramento, CA 95838
Federal ID:# 22-3949676
Employment Security:# 357076-006
California Certificate of Registration: #SCOH100883105
California Contractors License:# 910313
Proposal: JB-Town Of Los Gatos-OS
San Jose Water Company
41 Miles Avenue
Los Gatos, CA. 95030
Kinjal Buch I [email protected] I 408-399-5756
We propose to furnish the equipment and or services described below; Dear Kinjal,
April 16, 2025
Page: 1 of 1
Thank you for the opportunity to quote you on your Rack and Shelving needs. Pricing, description, and availability are as follows:
Qty Item#
8 Pallet Rack
24 Pallet Rack
24 Pallet Rack
32 Pallet Rack
Qty Item#
2 Shelving
Qty Item#
1 Shelving
Qty Item#
1 Workbench
Description
Uprights 120" x 42" x 14 GA. With 10" x 10" Baseplates
Load Beams 108" x 3-3/4" x 16 GA.
Wire Decks - 42"0 x 52"W x 6 GA.
CA. Approved Anchors - ½" x 5-1/2"
Description
B - Closed shelving units 48" W x 30" D x 87" H
- Front base-
- 6 shelves (including top & bottom)-
- Full height solid doors w/ lock L3
- Anchor plates
Description
Finish
Green
Orange
Finish
Gloss Black
Finish
C- Closed shelving units 48" W x 30" D x 87'' H Gloss Black - Front base
- 4 shelves (including top & bottom)
- 48" H bank of 9 drawers w/ PVC liner & handle protectors:
- 5- 4" H (32 comp)2- 6" H (15 comp)
- 2- 8" H (8 comp)
- Full height solid doors w/ lock L3
- Anchor plates & anchoring hardware
Description Finish
Gloss Black
D- Bench 96" W x 30" D x 83 ¾"
1 laminated hardwood top 96" W x 30" D w/ waterfall edge 2 cabinets 24" W x 30" D x 34" H each with Central lock L3 3 drawers w/ integrated lock-in, PVC liners
& handle protectors:
1- 6" H
2- 12"H2 single EW structures 30" W x 48" H2 power feed panels 30" W each w/ 5 outlets, 1 USS-A & 1 USB-C2 utility panels 30" W x 40" H
Storage and Material Handling Specialists
Est. Lead
Time
10-11 Weeks
10-11 Weeks
1 Week
1 Week
Est. Lead
Time
8 Weeks
Est. Lead
Time
8 Weeks
Est. Lead
Time
8 Weeks
Unit Price
$298.75
$73.15
$26.60
$2.75
Unit Price
$1,104.00
Unit Price
$3,889.00
Unit Price
$4,119.00
Extended Price
$2,390.00
$1,755.60
$638.40
$88.00
Extended Price
$2,208.00
Extended Price
$3,889.00
Extended Price
$4,119.00
EXHIBIT A
Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
Docusign Envelope ID: 4805BC8B-582D-4A3F-A6B8-12941CE523AB
ITEM NO. 11.
PURCHASE ORDER NO.
TOWN OF LOS GATOS
110 E Main Street
Los Gatos, CA 95030
Town of Los Gatos is exempt from Federal Excise Tax and Finance Charges.
Not valid without Purchase Order No. and signature of Purchasing Agent. All purchases are subject to the conditions printed below. Mail two copies of your invoice to ACCOUNTS PAYABLE. P.O. BOX 655, LOS GATOS, CA 95031. All purchases prepaid freight.
V
E
N
D
O
R
S
H
I
P
T
O
ORDER DATE: BUYER: REQ. NO.: REQ. DATE:
TERMS: F.O.B.: DESC.:
ITEM# QUANTITY UOM DESCRIPTION UNIT PRICE EXTENSION
ITEM# ACCOUNT AMOUNT PROJECT CODE PAGE TOTAL $
TOTAL $
1. The Town of Los Gatos will not be responsible
for articles or services furnished to officials
or employees without a Purchase Order signed by
the authorized purchasing agent.
2. The right is reserved to purchase in the open
market and to charge the difference to the Vendor
in the event the deliveries are not made at the
time specified in the bid or contract.
3. Whenever a delivery is rejected the Vendor shall
be notified and given reason for the rejection.
All rejected deliveries shall be held at Vendor's risk
and he shall bear the expense of removal.
APPROVED BY DIRECTOR OF PURCHASING
20250240
PAGE NO. 1
7094
HYSTER YALE MATERIALS HANDLING INC
DBA HYSTER COMPANY YALE MATERIALS
1400 SULLIVAN DRIVE
GREENVILLE NC 27858
PARKS & PUBLIC WORKS
TOWN OF LOS GATOS
41 MILES AVENUE
LOS GATOS, CA 95030
ATTN: NICK TURNER
04/01/25 DAN KELLER 00007812
NET 30 DAYS LIFT TRUCK
01 1.00 LS (1) HYSTER E40HSD3 LIFT TRUCK PER QUOTE 51821.6500 51,821.65 DATED 3/5/25.
51,821.65
51,821.65
01 411-821-2302 82405 51,821.65
ITEM NO. 11.
PAGE 1
REQUISITION 00007812
REQUESTED REQUIRED GROUP 5400 BUYER
03/05/25 STREETS SUPPLIES DAN KELLER
SHIP TO PPW VENDOR 7094
PARKS & PUBLIC WORKS HYSTER YALE MATERIALS HAN
TOWN OF LOS GATOS DBA HYSTER COMPANY YALE MATERIALS
41 MILES AVENUE 1400 SULLIVAN DRIVE
LOS GATOS, CA 95030 GREENVILLE NC 27858
ATTN: NICK TURNER
LIFT TRUCK FREIGHT
EXTENSION/
LN/ST COMMODITY STOCK NO QUANTITY UOM UNIT PRICE TAX/TRADE−IN 01 1.00 LS 51,821.6500 51,821.65
O (1) HYSTER E40HSD3 LIFT TRUCK PER QUOTE 0.00
DATED 3/5/25. 0.00
TOTAL PRICE 51,821.65
PROGRAM ACCOUNT TASK ACCOUNT CHARGE AMOUNT
411−821−2302 82405 51,821.65
REQUISITION TOTAL 51,821.65
PAGE TOTAL 51,821.65
ITEM NO. 11.
1400 Sullivan Drive
Greenville, NC 27834
Quote Number: 2025-1205231 1 of 8
MODEL: E40HSD3
All trucks shown with optional equipment. Please refer to quotation specifications.
CUSTOMER DETAILS
CUSTOMER Township of Los Gatos
SHIP-TO ADDRESS Los Gatos, CA
PROPOSED BY Josh Sheppard TITLE Major Account Manager
PHONE (252) 420-8192 EMAIL [email protected] DATE 2025-03-05 Quote Expiration 2025-04-13
ITEM NO. 11.
1400 Sullivan Drive
Greenville, NC 27834
Quote Number: 2025-1205231 2 of 8
Quoted Model: E40HSD3 Available Features
Hyster i3 Technology™integrates commonality among Hyster warehouse products and simplifies the way in which operators and technicians alike handle and service the truck. The Integrated Intelligent Interface ties together functionality, software, diagnostic codes, similar interfaces and is Hyster Tracker compatible. This technology allows operator input to optimize performance to suit operator skill level. It also provides setup and diagnostic menus for service technicians. From dock to stock and anywhere in between, the Hyster® E40HSD3 truck is your versatile materials handling forklift, offering superior ergonomics and increased productivity. This three wheel stand-up lift truck is primarily intended for use on the dock for loading and unloading trailers, including some stocking and transport use. It is ideal for retail distribution, food manufacturing and processing, general warehousing and manufacturing, storage, plastic products and freight transportation. The CANbus (Controller Area Network) electrical system reduces downtime and simplifies on-board diagnostics via standard premium dash display. On-demand hydrostatic power steer system affords precise control with minimal steering effort, while the dual steer wheel assemblies provide 180 degrees of total steer angle for superb maneuverability.
Proposal Summary
Included Items Description List Price Discount % Discount Price Model Hyster® E40HSD3 lift truck - 4,000 lb capacity, Class I $56,000.00 48.0 $29,120.00 Construction Key Switch Start 20.0 $0.00
Standard Construction - Operating Temperatures +32° F to +120° F 20.0 $0.00 36 Volt 20.0 $0.00
Powertrain Options UL Classification Type "E" 20.0 $0.00 Battery Compartment Battery Compartment - 18.3" Long x 38.6" Wide x 31.1" High (465mm x 980mm x 790mm)
20.0 $0.00
Mast 2 Stage Full Free Lift Vista Mast - 130" (3318mm) Maximum Lift Height - 84" (2130mm) Overall Lowered Height - 61" (1555mm) Free Lift Height without load backrest - 180" (4568mm) Overall Extended Height with load backrest
20.0 $944.00
Mast Tilt - 5° Forward / 5° Back 20.0 $0.00
Carriages & Attachments 38.5" (977mm) Wide - Class II - Hook Type Integral Sideshift Carriage
20.0 $784.00
Without Load Backrest 20.0 $0.00
Forks 42" Long x 1.5" Thick x 4.0" Wide (1067mm x 38mm x 102mm) - Class II Hook Type - Standard Taper Forks
20.0 $0.00
Hydraulics 3 Function (1 Auxiliary) Hydraulic Control Valve 20.0 $0.00 AC Transistor Controlled Hydraulics 20.0 $0.00
Hoses 1 Auxiliary Function Hose Group - 2 Hoses Internally Mounted 20.0 $736.00 Wheels & Tires Drive Tires - 18 x 7 x 12.1 - Rubber - Smooth Cream Colored, HighDensity, Non-Marking (67 Durometer)20.0 -$72.00 Steer Tires - 10 x 5 x 6.5 - Polyurethane - Smooth - 92 durometer 20.0 $0.00 Operator Compartment 88" Drive In Rack Overhead Guard (Flat Plate) 20.0 $0.00 Energy System: Battery Discharge Indicator set for use with Flooded Cell Battery
20.0 $0.00
Multifunctional Display 20.0 $0.00
Intelligent Ride Floor System 20.0 $0.00
ITEM NO. 11.
1400 Sullivan Drive
Greenville, NC 27834
Quote Number: 2025-1205231 3 of 8
Push-Pull Multi Control Handle (Non-Gated) 20.0 $0.00
Lights & Alarms Halogen Work Lights, 2 Front (Mast Mounted) and 1 Rear 20.0 $664.00 Audible Alarm - Reverse Direction Activated - Self-Adjusting 82-102 dB(A)
20.0 $288.00
LED Amber Strobe Continuous Operation with Key-On 20.0 $416.00 12 Volt DC/DC Converter - 25 Amps / 300 Watts 20.0 $264.00 Warranty 12 Months / No Hour Limit Full Truck Warranty, 36 Months / 6,000 Hours Powertrain Warranty, Lifetime Frame Warranty; please see full Warranty Statement for additional details.
$0.00
Literature & Nameplate
Fees & Surcharges
English Literature Pack and Labels
Fees & Surcharges
$0.00
$1,540.00
Additional Items or Accessories Included
Description Price
Prep and Battery Install $450.00
Delivery $300.00
BATTERY: 18-125-15 (875 AH) $7,900.00
CHARGER: 208/240/480 VAC, 3 Phase $3,700.00
Watering Kit $400.00
ITEM NO. 11.
1400 Sullivan Drive
Greenville, NC 27834
Quote Number: 2025-1205231 4 of 8
Total Investment
Price Delivered Each $47,434.00
Quoted Quantity 1 TOTAL Including Shipping:
Tax (9.250)
TOTAL with Tax (9.250)
$47,434.00
$4,387.65
$51,821.65
Proposal By: Josh Sheppard
_____________________________
Accepted By:
_____________________________
Signature:
_____________________________
Signature:
_____________________________
Date Signed:
_____________________________ Date Accepted: _____________________________ PO Number:
_____________________________
ITEM NO. 11.
1400 Sullivan Drive
Greenville, NC 27834
Quote Number: 2025-1205231 5 of 8
Terms and Conditions
In consideration of the sum of $2.00 and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged by the parties hereto, the parties hereby agree as follows.
1. Offer of Sale. Offers of sale are based on the terms and conditions found on the front page(s) of this proposal and those provided below. Unless otherwise provided in the proposal, an offer is valid for 30 days. Orders placed by Customer directly or through an approved third-party lessor will constitute an acceptance of these terms and conditions of sale.
2. Orders.
a. Customer may place orders in any mutually agreeable manner. The purchase order will indicate the Products, options, quantity, price, requested delivery dates, "bill to" and "ship to" addresses, tax exempt certifications, if applicable, and any other special instructions. All purchase orders and any contingencies contained in any order are subject to acceptance by Supplier. The prices in Supplier’s order acknowledgment are subject to adjustment pursuant to Section 3(a). Supplier may in its discretion accept or decline orders. b. Either party may cancel a purchase order if the other party becomes insolvent, makes a general assignment for the benefit of creditors, files a voluntary petition in bankruptcy, suffers or permits the appointment of a receiver for its business or assets, becomes subject to any proceeding under any bankruptcy or any insolvency law, whether domestic or foreign, or has wound up or liquidated its business, voluntarily or otherwise. c. If Customer intends to lease the Products from a third-party lessor, Customer must first obtain Supplier’s written consent, which will be subject to, among other things, Supplier’s approval of the identity of the third-party lessor and Supplier’s receipt of assignment documentation in form and in substance satisfactory to Supplier. Notwithstanding any such assignment, Customer will remain obligated to purchase and/or pay for the Products if Customer’s third-party lessor fails to perform its obligations. In the event Products are ready for shipment by Supplier without an order confirmation from Customer’s lessor, or lessor fails to pay, Customer authorizes shipment of the Product to Customer, and Customer agrees to pay Supplier the full purchase price net 30 days from the date of invoice.
d. Customer may only cancel an order which has been accepted by Supplier (i) prior to 5 business days after Supplier’s acknowledgement of the order, (ii) pursuant to Section 2(b) above, or (iii) if Supplier applies a surcharge greater than 3% to an order after order acknowledgment as set forth in Section 3(a) (i.e., the list price increased by more than 6%), below, in which case Customer may cancel the order within 5 business days of having been notified of the surcharge. Otherwise, Customer may cancel or modify an order only with Supplier’s written agreement in its sole discretion. If Supplier agrees to cancel or modify an order, as a condition to such modification or cancellation Customer may be required to pay Supplier’s reasonable costs and expenses resulting from the change or cancellation or, alternatively, an administrative charge in the minimum amount of $250 per change (per request per unit). Changes may also result in rescheduling of customer acknowledgement dates.
3. Prices. Prices quoted by supplier are subject to change without notice. a. For orders with a customer acknowledgement date six months or more after the original order date, if Supplier increases its list price after issuing an order acknowledgment, Supplier reserves the right to apply (not later than eight weeks prior to the customer acknowledgement date) a surcharge to the price payable by Customer equal to the amount by which the list price increases cumulatively exceed three percent (3%). b. Section 3(a), above, does not apply to Products with the letters “XD,” “DF,” or “EF,” in the model designation that are delivered to Customer in the United States, Canada, Mexico, South, Central or Latin America. c. To the extent third party vendors of batteries, chargers, attachments, or other accessories with separate line items in the proposal increase prices after Supplier has acknowledged an order and prior to the customer acknowledgement date, Supplier reserves the right to increase the price for those items proportionately.
4. Payment. Payment terms for all products shall be Net 30 days from date of invoice. Customer shall pay all applicable sales tax, including without limitation, applicable G.S.T/H.S.T. and provincial sales taxes, installation and freight charges. If Customer fails to make any payment when due, there will be a monthly service charge of one and one-half percent (1.5%) of the total amount due (equivalent to an annual effective rate of 18% per year) or the maximum legal rate allowed by law, whichever is less. Supplier reserves a security interest in the products until payment in full has been collected and Customer agrees to notify supplier prior to relocation of any product in which supplier has a security interest. Customer shall execute any other document, including a financing statement, security agreement, or other document similar to the UCC-1, necessary to perfect supplier’s security interest in the products. Customer authorizes supplier to file at Customer’s expense any financing statement relating to the products without Customer’s signature, except where prohibited by law.
5. Availability/Supplier Cancellation. Products are subject to availability. Supplier may refuse any order and may cancel any order or any part of an order at any time and for any reason (including without limitation if it would be economically detrimental to the Company to complete such order or delivery due to material changes in market conditions) without penalty, and supplier’s sole obligation shall be to return any down payment paid by Customer. If Customer is delinquent in the payment of any invoice, or is otherwise in breach of this agreement, supplier may withhold shipment (including partial shipments) of any order or may require Customer to prepay for further shipments. Supplier retains the right to suspend performance of any order or require payment in cash, security or other adequate assurance satisfactory to supplier when, in its opinion, the financial condition of Customer, or other grounds for insecurity warrant such action.
6. Delivery. All products purchased or leased by Customer pursuant to this agreement will be shipped and risk of loss shall pass to Customer, FCA Destination, Incoterms® 2020, freight prepaid and added for deliveries in the United States and Canada, and DAP foreign port of entry, Incoterms® 2020, freight prepaid and added for deliveries to Mexico, South, Central, or Latin America. Freight will be prepaid and added to the invoice. Freight charges included in order acknowledgments are estimates and may be adjusted at the time of invoicing to reflect increases in transportation costs. An estimated shipping date will be established by Supplier upon receipt of orders. Supplier assumes no liability for loss, damage, including consequential damage, due to delays. Supplier will notify Customer of any anticipated delay. Supplier reserves the right to deliver the order in installments. Each installment may be invoiced separately, and Customer will pay each invoice when due. Delay in delivery of any installments shall not relieve Customer
ITEM NO. 11.
1400 Sullivan Drive
Greenville, NC 27834
Quote Number: 2025-1205231 6 of 8
of its obligations to accept remaining installments. Products must be installed by an authorized dealer and must be placed in an environment that conforms to the manufacturer’s specifications and requirements.
7. Warranty. Supplier warrants each new product sold pursuant to this agreement to be free of defective material and workmanship under proper use and service, in accordance with the terms of the warranty statement published by supplier in effect at the time of delivery of the product. Except as specifically provided in a written warranty statement provided with a product, SUPPLIER MAKES NO OTHER EXPRESS OR IMPLIED WARRANTIES
AND ALL OTHER WARRANTIES ARE SPECIFICALLY EXCLUDED, INCLUDING ANY WARRANTY AS TO MERCHANTABILITY OR FITNESS FOR PARTICULAR OR SPECIAL PURPOSES. SUPPLIER SHALL UNDER NO CIRCUMSTANCES BE LIABLE FOR ANY SPECIAL, EXEMPLARY, PUNITIVE, INCIDENTAL OR CONSEQUENTIAL DAMAGES REGARDLESS OF THE CAUSE. Customer’s sole remedy and Supplier’s liability is limited to the remedy provided in the warranty statement. In the event any parts and/or structural components or appurtenances of a product are altered or modified by Customer without the express written consent of supplier, any and all warranties shall immediately cease and terminate.
8. Limitation of Liability. NEITHER PARTY SHALL UNDER ANY CIRCUMSTANCE BE LIABLE FOR ANY SPECIAL, EXEMPLARY, PUNITIVE, INCIDENTAL OR CONSEQUENTIAL DAMAGES REGARDLESS OF THE CAUSE.
9. Product Returns. Products shall not be returned to supplier without its written consent. All costs of return shall be the responsibility of Customer.
10. Data Sharing. Customer agrees that Supplier may process the business contact information of your employees and information about you as a legal entity (“Contact Information”) in connection with Supplier products and services or in furtherance of our business relationship with you. Contact Information can be stored, disclosed internally and processed by Supplier and its subsidiaries, business partners and subcontractors wherever they do business, solely for the purpose described above, provided that these companies comply with applicable data privacy laws related to this processing.
Where required by applicable law, Customer represents that they have notified and obtained the consent of the individuals whose Contact Information may be stored, disclosed internally and processed and will forward their requests to access, update, correct or delete their Contact Information to Supplier who will then comply with those requests.
11. Applicable Law. For delivery of Products to the United States, Mexico, South, Central, or Latin America, this agreement shall be construed in accordance with the laws of the State of Ohio without regard to its conflict of law rules. Any action or claim arising out of or relating to this Agreement may only be brought in the state or federal district court for Cuyahoga County, Ohio. For delivery of Products to Canada, this agreement shall be construed in accordance with the laws of the Province of Ontario and the laws of Canada applicable therein. Any action or claim arising out of or relating to this agreement may only be brought in the Province of Ontario. The parties each expressly consent to suit in such forum and waive any objections as to personal jurisdiction, venue, or inconvenient forum. If Customer fails to pay any amounts due to Supplier, Customer shall pay Supplier’s costs and expenses of collection, including attorney’s and legal fees.
12. Exclusion of the United Nations Convention on Contracts for the International Sale of Goods. The application of the United Nations Convention on Contracts for the International Sale of Goods is expressly excluded in accordance with Article 6 of the Convention.
13. Anti-Bribery and International Trade. (a) Customer shall comply with all applicable anti-bribery, anti-corruption, and anti-kickback laws, including the U.S. Foreign Corrupt Practices Act, the United Kingdom Bribery Act, and any laws of similar effect applicable in the jurisdictions where the Customer conducts business ((collectively ‘Anti-Corruption Laws’). Customer acknowledges that these laws may govern conduct occurring outside the United States and United Kingdom. (b) Customer shall comply with all applicable anti-money laundering laws, including the U.S. Currency and Foreign Transactions Reporting Act of 1970 as amended by Title III of the USA PATRIOT Act, the U.S. Trading with the Enemy Act, U.S. Executive Order No. 13224 on Terrorist Financing, 2017 United Kingdom Money Laundering Regulations, and any other law of similar effect applicable in the jurisdictions where it conducts business (collectively ‘Anti-Money Laundering Laws’). (c) Customer shall comply with all applicable economic sanctions, export controls, and other restrictive trade measures imposed by the United States, European Union, and United Kingdom, including the U.S. Export Administration Regulations, the U.S. International Traffic in Arms Regulations, the economic sanctions programs administered by the U.S. Treasury Department’s Officer of Foreign Assets Control (‘OFAC’), the laws and regulations enforced by the United Kingdom’s Export Control Office (‘ECO’) and Office of Financial Sanctions Implementation (‘OFSI’), and any other laws of similar effect applicable in the United States or other jurisdictions where Vendor operates (collectively ‘Export Control Laws’) (d) Each of the foregoing restrictions with respect to Anti-Corruption Laws, Anti-Money Laundering Laws, and Export Control Laws shall be in addition to any other restrictions on the Customer’s sale or transfer of the Products that may exist in any separate written agreement between the Vendor and the Customer and shall be subject to any provisions that may exist in any such separate written agreement regarding receipt of a license from the government of the United States of America to consent to such sale or transfer.
14. Confidentiality. Each party shall hold the information it receives in confidence, including, but not limited to, pricing, rebates, and the terms and conditions of this agreement, and shall protect it using at least the same degree of care it uses to protect its own proprietary and confidential information, but in no event may either party use less care than a reasonably prudent person in a like situation. Neither party shall disclose or permit access to the confidential or proprietary information of the other party without the disclosing party's prior written permission, except for supplier's authorized dealers and each party's legal, insurance, and accounting advisors, as appropriate. Any proprietary information concerning supplier, its products, data, documentation, services, or manufacturing processes disclosed to the Customer incident to the performance of this agreement remain the property of supplier, and no rights are granted to Customer in the same. Supplier’s confidential information may be used by Customer solely to use or service the products.
15. Assignment. Neither party may assign this Agreement without the prior written consent of the other, which consent shall not be unreasonably withheld. Any assignment without consent shall be null, void and of no force or effect. Notwithstanding anything contained herein, upon notice to the other party, this Agreement may be assigned to a party’s parent entity or affiliates or to a successor entity in the event of a merger, consolidation, transfer, sale, stock purchase, or public offering..
16. Force Majeure. Neither party shall be responsible for delays or failure in performance of this agreement (other than failure to pay any amounts due) to the extent that such party was hindered in its performance by any act of God, civil commotion, labor dispute, unavailability or shortages of materials or any other occurrence beyond its reasonable control.
17. Supplier’s Agents. No agent, employee, representative or dealer of Supplier has any authority to bind Supplier to any affirmation, promise, representation, or warranty concerning any of the Products.
18. Notices. Any notices required or permitted to be given shall be in writing and shall be personally delivered by a recognized overnight courier: to Customer at the address provided to Supplier by Customer; to Supplier at 1400 Sullivan Drive, Greenville, NC 27834.
19. Originals. The parties agree that for any transactions subject to this Agreement, facsimile signatures shall be accepted as original signatures, orders may be transmitted electronically and any document created under this Agreement may be maintained in an electronic document storage system, a
ITEM NO. 11.
1400 Sullivan Drive
Greenville, NC 27834
Quote Number: 2025-1205231 7 of 8
copy of which shall be considered an original. The parties agree not to raise any objection to the authenticity of this Agreement or any document created, based on the use of a facsimile signature, electronic order or the use of a copy retrieved from an electronic storage system.
20. Severability. If any provision of this agreement shall be unlawful, void or for any reason unenforceable, then that provision shall be deemed severable from this agreement and shall not affect the validity and enforceability of the remaining provisions of this agreement.
21. Language: The parties hereto have expressly required that this agreement and all documents, agreements and notices related hereto be drafted in English language. Les parties aux présentes ont expressément exigé que le présent bon de commande et tous les autres documents, conventions ou avis qui y sont afférents soient rédigés en langue anglaise.
22. Entire Agreement/Modifications. Except as provided above, nothing contained in any purchase order or Customer issued document will in any way serve to modify or add any terms or conditions to the sale of Products by Supplier to Customer pursuant to this agreement. The parties agree that the terms and conditions of any order placed by Customer shall be governed only by these terms and conditions. This Agreement and any exhibits, is the full and complete statement of the obligations of the parties relating to the subject matter hereof, and supersedes all previous agreements, understandings, negotiations and proposals. No provisions of this agreement shall be deemed waived, amended, or modified by any party unless such waiver, amendment or modification is in writing and signed by a duly authorized representative of the parties
ITEM NO. 11.
1400 Sullivan Drive
Greenville, NC 27834
Quote Number: 2025-1205231 8 of 8
Hyster-Yale Materials Handling - Contract and Ordering Information Company Address:
Hyster-Yale Materials Handling, Inc.
1400 Sullivan Drive
Greenville, NC 27834
Government Sales Office (mailing address for order submission):
Josh Sheppard
Hyster-Yale Materials Handling, Inc.
1400 Sullivan Drive
Greenville, NC 27834
Major Account Manager, Govt Sales: Josh Sheppard
Phone number: (252) 420-8192
Email Address [email protected]
Business Size: Large
TIN: 93-0160700
DUNS #: 55-657-9006
CAGE Code: 30076
Unique Entity ID: D8QCWPDLPN98
NAICS: 333924
DLA Contract SPM8EC-23-D-0001 exp, 10/25/27
Contact: Robert Spadaro - (215) 737-8253
GSA Contract 47QMCA20D001G exp. 3/30/2025
Sourcewell Contract 053024-HYS exp. 7/23/2028
Payment Terms: NET 30
Remittance address:
First Class Mail:
Hyster-Yale Materials Handling, Inc.
c/o Bank of America Lockbox Services
P.O. Box 74008435
Chicago, IL 60674-8435
Electronic Funds Transfer:
Bank of America
100 West 33rd Street
New York, NY 10001
Account Name: Hyster-Yale Materials Handling, Inc.
Transit routing number: 071-000-039
Depositor account number: 8670101751
BIC CODE: BOFAUS3N
ITEM NO. 11.
053024-HYS
Rev. 3/2022 1
Solicitation Number: 053024
CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Hyster-Yale Materials Handling, Inc., 1400 Sullivan Drive, Greenville, NC 27834 (Supplier).
Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.
Sourcewell issued a public solicitation for Forklifts, Lift Trucks with Related Products and Services from which Supplier was awarded a contract.
Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).
1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.
B. EXPIRATION DATE AND EXTENSION. This Contract expires July 23, 2028, unless it is cancelled sooner pursuant to Article 22. This Contract allows up to three additional one-year extensions upon the request of Sourcewell and written agreement by Supplier. Sourcewell retains the right to consider additional extensions beyond seven years as required under exceptional circumstances.
C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.
ITEM NO. 11.
053024-HYS
Rev. 3/2022 2
2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.
All Equipment and Products provided under this Contract must be new and the current model.
Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.
This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.
B. WARRANTY. Supplier warrants that all Equipment, Products, and Services furnished are free from liens and encumbrances, and are free from defects in design, materials, and workmanship.
In addition, Supplier warrants the Equipment, Products, and Services are suitable for and will perform in accordance with the ordinary use for which they are intended. Supplier’s dealers and distributors must agree to assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer. Any manufacturer’s warranty that extends beyond the expiration of the Supplier’s warranty will be passed on to the Participating Entity.
C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.
3. PRICING
All Equipment and Products under this Contract will be priced based on the discount percentages stated in Supplier’s Proposal. The discount percentages shown in Supplier’s Proposal shall remain fixed until October 25, 2027.
When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.
ITEM NO. 11.
053024-HYS
Rev. 3/2022 3
Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.
A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected within a reasonable time after delivery. If the damage is not readily apparent at the time of delivery and Supplier or its dealer is unable to repair or replace the damaged Equipment or Products, Supplier must permit the Equipment and Products to be returned within a reasonable time after delivery at no cost to Sourcewell or its Participating Entities. Participating Entities reserve the right to inspect the Equipment and Products within 10 business days after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery.
In the event of the delivery of nonconforming Equipment and Products, the Participating Entity will notify the Supplier as soon as possible and, at Supplier’s sole option and cost, the Supplier will repair or replace nonconforming Equipment and Products with conforming Equipment and Products that are acceptable to the Participating Entity.
Supplier must arrange for and pay for the return shipment on Equipment and Products that arrive in a defective or inoperable condition.
Sourcewell may declare the Supplier in breach of this Contract if the Supplier intentionally delivers substandard or inferior Equipment or Products.
B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.
C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.
When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.
Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.
4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product
ITEM NO. 11.
053024-HYS
Rev. 3/2022 4
Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.
At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.
A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.
5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS
A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.
The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.
Supplier reserves the right, in its sole discretion, to reject any purchase order submitted under this Contract.
Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.
B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.
ITEM NO. 11.
053024-HYS
Rev. 3/2022 5
6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier in writing that it intends to do so pursuant to this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue a purchase order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All purchase orders are subject to acceptance by Supplier. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.
B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. In the event there is conflict between the terms of any Participating Entity purchase order and this Contract, the terms of this Contract shall prevail. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum, the terms of which will be negotiated directly between the Participating Entity and the Supplier or its authorized dealers, distributors, or resellers, as applicable. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity or the Supplier than what is contained in this Contract. Neither Sourcewell, any Participating Entity, Supplier nor Supplier’s authorized dealers may propose terms that materially deviate from the terms of the Contract.
C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.
D. TERMINATION OF ORDERS. Participating Entities may terminate an order, in whole or in part, immediately upon notice to Supplier in the event of any of the following events:
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1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or
2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.
Unless a result of the two listed event exceptions, no orders may be terminated, in whole or in part, within 90 days prior to scheduled order shipment. Such termination of an order will not affect the remaining individual terms of any Equipment or Products previously installed or currently on order or being maintained under this Contract.
E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.
7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.
B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, performance issues, supply issues, customer issues, and any other necessary information.
8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).
The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
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x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.
B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee of 0.75% to Sourcewell on all Equipment and Products, provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee. The Administrative Fee does not apply to any extended protection plans, replacement parts, accessories, batteries, chargers, tires, service, delivery or shipping charges, or taxes.
The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Such payment will only be submitted after all units have been fully installed by Supplier and accepted by Participating Entities. No payment will be earned if Participating Entity’s account is delinquent.
Payments should note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.
Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.
In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.
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9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.
Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.
10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Contract are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.
B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid. Provided, however, that Supplier is permitted to subcontract certain of its rights and obligations to Supplier dealers for performance without Sourcewell’s and/or a Participating Entity’s prior written consent.
C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.
D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.
E. CONTRACT COMPLETE. This Contract represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1-22 will govern.
F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.
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11. INDEMNITY AND HOLD HARMLESS
Supplier must indemnify, defend, save, and hold Sourcewell and its Participating Entities, including their agents and employees (“Indemnitees”), harmless from any third-party claims or causes of action, including reasonable attorneys’ fees incurred by Sourcewell or its Participating Entities, arising from injury or death to any person or damage, loss or destruction to any property to the extent it results from a design or manufacturing defect in the Equipment or Products attributable to the Supplier. Supplier shall not be obligated to indemnify the Indemnitees for (1) any damages caused by the alteration or modification of Equipment or Product not made or authorized in writing by Supplier, or (2) the negligence or intentional acts or omissions of Indemnitees. Indemnitees agree to notify Supplier within ten business days of receipt of notice of any such proceeding or claim and to provide information and assistance to Supplier in the defense of any claim or proceeding. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.
12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, maintained, or disseminated by the Supplier under this Contract.
13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY
1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademark(s) provided by Supplier in certain advertising and promotional materials directed to Participating Entities for the purpose of marketing Supplier’s relationship with Sourcewell, for use in the U.S. only and as long as there is a commercial relationship between Supplier and Sourcewell. For the avoidance of doubt, the license granted by Supplier to Sourcewell shall be limited to the following promotional materials:
a. Sourcewell’s Contract Directory located on Sourcewell’s website and/or in a printed format for distribution by Sourcewell;
b. Sourcewell’s Cooperative Purchasing (through Buy Sourcewell) located on Sourcewell’s website;
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c. Tradeshow or other conference banners prepared and approved by Sourcewell; and
d. Award-announcement emails; and
e. Printed brochures and promotional flyers for distribution by Sourcewell.
2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers, resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. A party shall review, and in its discretion approve, each use of the other party’s trademarks by its respective Permitted Sublicensees. Each party will be responsible for any breach of this Article by any of their respective sublicensees.
3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Permitted Sublicensees must comply with removal requests as to specific uses of its trademarks or logos. Upon written notice to the breaching party the license will be terminated.
4. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.
B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.
C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.
D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.
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14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.
15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.
16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.
17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:
1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.
2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.
3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute. If the Supplier fails to continue without delay to perform its responsibilities under the Contract, in the accomplishment of all undisputed work, the Supplier will bear any additional costs incurred by Sourcewell and/or its Participating Entities as a result of such failure to proceed.
B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:
1. Nonperformance of contractual requirements, or
2. A material breach of any term or condition of this Contract.
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The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for recoverable damages as set forth herein. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.
NOTWITHSTANDING ANYTHING TO THE CONTRARY HEREIN OR OTHERWISE, NO PARTY SHALL
UNDER ANY CIRCUMSTANCE BE LIABLE FOR ANY SPECIAL, EXEMPLARY, PUNITIVE, INCIDENTAL OR CONSEQUENTIAL DAMAGES REGARDLESS OF THE CAUSE.
18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:
1. Workers’ Compensation and Employer’s Liability.
Workers’ Compensation: As required by any applicable law or regulation.
Employer's Liability Insurance: must be provided in amounts not less than listed below:
Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease
2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, productscompleted operations, contractual liability, and personal injury and advertising injury.
All required limits, terms and conditions of coverage must be maintained during the term of this Contract.
Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for products liability-completed operations $2,000,000 general aggregate
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3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.
Minimum Limits:
$1,000,000 each accident, combined single limit
4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.
Minimum Limits:
$2,000,000
5. Professional/Technical, Errors and Omissions, and/or Miscellaneous Professional Liability. During the term of this Contract, Supplier will maintain coverage for all claims the Supplier may become legally obligated to pay resulting from any actual or alleged negligent act, error, or omission related to Supplier’s professional services required under this Contract.
Minimum Limits:
$2,000,000 per claim or event
$2,000,000 – annual aggregate
6. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.
Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.
B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the
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Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.
Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.
C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.
D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.
E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.
19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.
B. LICENSES. Supplier and/or it's participating dealers must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that Supplier and/or its's participating dealers conducts with Sourcewell and Participating Entities.
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20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.
Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.
21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER
UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.
The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.
A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-
1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.
B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). When required by federal program legislation, all prime construction contracts in excess of $2,000 awarded by nonfederal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. § 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 C.F.R. § 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to
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laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-federal entity must report all suspected or reported violations to the federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations (29 C.F.R. § 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-federal entity must report all suspected or reported violations to the federal awarding agency. Supplier must be in compliance with all applicable Davis-Bacon Act provisions.
C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708). Where applicable, all contracts awarded by the non-federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 C.F.R. § 5).
Under 40 U.S.C. § 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. This provision is hereby incorporated by reference into this Contract. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.
D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. If the federal award meets the definition of “funding agreement” under 37 C.F.R. § 401.2(a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 C.F.R. § 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Supplier certifies that during the term of an award for all contracts by Sourcewell resulting from this procurement process, Supplier must comply with applicable requirements as referenced above.
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E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Contracts and subgrants of amounts in excess of $150,000 require the non-federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. § 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. § 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).
Supplier certifies that during the term of this Contract will comply with applicable requirements as referenced above.
F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.
G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).
H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.
I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. To the extent applicable, Supplier must comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act.
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J. BUY AMERICAN PROVISIONS CERTIFICATION. To the extent applicable, and if a Participating Entity gives Supplier notice of such a requirement when placing an order, Supplier will advise Participating Entity whether the equipment it seeks to purchase would comply with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must follow the applicable procurement rules calling for free and open competition.
K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.
L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). A non-federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 C.F.R. § 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines.
M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier cannot use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.
N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by a Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.
O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.
P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.
ITEM NO. 11.
053024-HYS
Rev. 3/2022 19
Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.
R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.
Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.
S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. To the extent applicable, Supplier certifies that during the term of this Contract it will comply with applicable requirements of 2 C.F.R. § 200.216.
T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.
22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation and will not affect the remaining individual terms of any Equipment or Products previously installed or currently on order or being maintained under this Contract.
Sourcewell Hyster-Yale Materials Handling, Inc.
By: __________________________ By: __________________________ Jeremy Schwartz Chuck Pascarelli
Title: Chief Procurement Officer Title: President Americas Date: ________________________ Date: ________________________
ITEM NO. 11.
053024-HYS
Rev. 3/2022 20
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