1. COVER LETTER
August 22, 2022
To: Mir T. Fattahi, MsCE, PE
Acting City Engineer
AMN Management, Inc.
O (310) 603-0220 X 835
C (949) 351-6505
[email protected]
Dear Mr. Fattahi:
We are grateful for the opportunity to provide you and the City of Lynwood with our proposal for Well Inspection of Wells 5, 21 and 22. BESST has been involved in many such projects and we believe that we are very qualified to implement and execute this work to produce meaningful results and outcomes. BESST has been focused on groundwater production and water quality using the USGS Flowmeter and Depth Dependent Sampler and to date have profiled approximately 1,000 potable supply wells and have designed and engineered hundreds of successful well modifications.
We have a strong repeat customer base throughout California and have helped the utilities and their rate payers save money by employing successful treatment avoidance through selective extraction and well modification.
As part of our approach, we also examine the history and performance of other wells in proximity to the well(s) of concern, taking a holistic hydrogeological approach to finding successful solutions. Our proposal describes this approach as well as other value-added services that we can offer. We are staffed with a highly competent and creative group of hydrogeologists with varying backgrounds and levels of education and experience and who are dedicated to the City’s success.
We look forward to hopefully working with you and your colleagues at the City and providing you with excellent service and results.
Kind Regards,
Noah Heller, MS PG (CA 5792)
President, BESST, Inc. / Principal Hydrogeologist
50 Tiburon Street, # 7
San Rafael, CA 94901
[email protected]
415.302.7354
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2. EXECUTIVE SUMMARY
Company Background
Best Environmental Subsurface Sampling Technologies (BESST, Inc. or the Company) was founded in 1999 and is located in San Rafael, CA. Mr. Noah Heller is the founder and a California Professional Geologist who currently serves as the Company’s CEO and President. Over the past 22 years, the Company has evolved and diversified from subsurface sampling and monitoring products into various service areas, including performing dynamic and ambient tracer flow and chemistry surveys in wells and test boreholes (long screened test wells), miniaturized video surveys, subsurface data analysis and interpretation including cross sectional studies and other types of subsurface mapping, well modifications to achieve treatment avoidance (and contaminant capture), production well siting studies as well as design and installation, well-field operational strategies, and various customized services to meet client needs. The Company holds various US patents and patents pending, including those for the tracer pulse flow meter and chemistry profiling in wells and long screened test wells using existing and temporary test pumps.
The founder and the firm have and currently manage large projects involving various drilling technologies including mud rotary, casing advance and others and offers a spectrum of project management and technical experience. BESST currently performs investigative field work using conventional and its own proprietary technologies and offers solid experience in writing engineering reports bearing successful well modification outcomes.
The Company has been the prime hydrogeological consultant as well as a consulting and services subcontractor on a variety of successful California Prop 1 projects including detailed multi-well profiling investigations of well fields in Modesto, Dinuba, Rancho Cucamonga, San Luis Obispo and other areas, and working directly with hundreds of municipal utilities and private water companies on large-scale profiling and field-wide well- modification projects. Such projects are ongoing in the Los Angeles area including Fontana and Cucamonga, California as well as within various communities in other parts of California and Nevada. Many of these projects incorporate detailed e-log interpretation and cross-sectional analysis as value added components to our service.
Scope of Work – Data Review and Planning
The scope of work as outlined in the RFP and answers provided by the City to follow-on questions involves an initial planning and data review phase, where BESST analyzes available well and system information as provided by the City. Although driller’s logs and recent chemistry reports are critical to the evaluation, we would be most interested in acquiring a more complete picture of the City’s operations that include historical data such as wellhead chemistry, static and pumping water levels, pump cycle duration, and the off-lining and on-lining of old and new wells respectively. Our intention is to not only review these data for the wells of interest, but for other wells if they are in close enough proximity. We are vigilant of the fact that to the north, northeast and east of Lynwood, there are US EPA Superfund sites that are contaminated with TCE and PCE and that there are numerous sites in the area listed on the US EPA’s Toxic Release Inventory (TRI) web site. Although these sites are not exactly adjacent to the City’s wells, these Volatile Organic Compound (VOC) plumes that we reference are old and transport has taken place over many decades. Therefore, understanding of each well’s contaminant problems on a much larger or holistic context may provide a more informed well modification approach for long term success.
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Inclusive to our preliminary data review and analysis is the potential use of ambient flow and chemistry surveys in Wells 21 and 22. Since these two wells have been shut down for years, are sufficiently deep and long-screened, such that they vertically transect multiple water bearing units, it is quite possible that one or both wells have served as vertical conduits to pass contamination from a primary shallow zone into deeper zones. The data from ambient surveys will inform the team of how long these two wells should be pumped for prior to dynamic profiling to generate more meaningful data from the dynamic profiles. Moreover, we advise against performing general rehab prior to ambient flow and chemistry profiles since we are trying to determine vertical mass flux in partially clogged wells as opposed to wells that are only a few years old. Rehabilitation prior to the ambient surveys may lead to an overestimation of mass flux and extra, unnecessary costs for the project.
Scope of Work – Well Inspections
Following the planning stage, the wells will be video inspected to determine the condition of the well casing and screen. The inspection of Well 5 includes an access survey (similar that performed by BESST for Well 11) where the well was inspected for ingress and egress past the pump without pump removal. This procedure was employed on Well 11 for technical and cost saving reasons. Those reasons being that it is almost always better to profile a well with the existing pump such that actual hydraulic and in-well chemical blending conditions are realized when performing dynamic testing as opposed to use of a test pump where the attempt to simulate operational hydraulic and chemical conditions is always achieved. The other reason is based on cost, whereby if the existing pump is used, there is one less pump pull and no test pump is required. From an access survey standpoint, Wells 21 and 22 are more straight forward in that there are no pumps currently installed in either well. Therefore, we believe that Wells 21 and 22 can be videoed without the need for an access survey.
We raised the issue of cost savings because the analysis of bids that we have received from different pump service companies for cranes, test pumps and associated piping and fixtures is concerning in that there have been significant price increases due to demand, labor shortages, supply chain and other inflationary pressures within the past year. Therefore, before any dynamic testing begins on Wells 21 and 22, it will be worthwhile to determine if the City currently possesses a reliably functioning pump in their Corp Yard (or even a non-operating well) that can fit into one or both wells and if it can also achieve the pumping rates required for a meaningful test.
Scope of Work - Rehabilitation
Regarding rehabilitation (i.e., brushing and bailing) we asked the question if this should be performed before or after the dynamic testing. While it seems intuitive to perform general rehab prior to dynamic testing, we have found from our large data set of experience, that it has been better to profile wells following profiling because there is a chance that pre-profiling rehab opens up poor water quality zones that can be more difficult to control when modifying a well to avoid treatment.
Performing both ambient and dynamic profiling prior to rehabilitation can inform a more focused rehabilitation approach, in which zones of high water quality can be more aggressively rehabilitated improving their yield, while zones of poor water quality would be left “as-is” to avoid increasing their respective contributions to the well’s overall production. The benefits and other consequences of each rehabilitation plan are discussed further in the Project Understanding and Approach section of the proposal.
Following well inspections, and assuming that focused rehab is designated to take place only after each well has been profiled, a dynamic test would be performed on Well 5 and either an ambient profile followed by a dynamic City Council Regular Meeting - Page 1172 of 1385
profile or just a dynamic profile on one or both Wells 21 and 22. The recommendation for an ambient profile will depend on the historical data reviewed during the data review and planning phase as well as the results from the downhole inspections. Dynamic profiles will be used to characterize flow and chemistry contributions of each aquifer under pumping conditions using the USGS Tracer Flowmeter and Depth Dependent Sampler. Dynamic profiling will require clear and frequent communication and coordination between BESST, the City and the Pump Service Company’s representatives.
Depth dependent groundwater sampling for VOCs, PFOA, PFOS and other PFAS will require special care due to the volatile nature of TCE and PCE and the parts per trillion notification levels associated with PFOA and PFOS.
Therefore, we will offer a value-added service of using the PICO system (Perfectly Isolated Compounds and Organics) for VOC sampling whereby the device can collect groundwater samples that eliminate atmospheric contact during sample collection. For sampling PFOS and PFOA, all Teflon bearing materials including clothing, paper, tape and other items will be barred from use as well all samples will be collected using HDPE tubing.
Scope of Work – Reporting
The data collected during the profiling process will be analyzed and mass balanced and will be used to generate conclusions and recommendations. Recommendations may consist of one or more solutions including the use of favorable pumping rates, use of sleeves and/or packers, engineered suctions, back-filling, or even potentially installing a smaller diameter well casing and screen in Well 5 if it is determined that the well is in too frail condition. Such an option has been successfully employed by BESST on various old wells including one constructed in 1926 and one in 1942. In each case, millions of dollars were saved by not having to drill a new well, and significant treatment costs were avoided by only screening clean zones.
Terms and Conditions
BESST agrees to the terms outlined in the Agreement’s Terms and Conditions listed in Exhibit B, with the sole exception of the requirement of $4,000,000 aggregate general liability insurance. BESST currently holds coverage for $2,000,000 general aggregate (as well as the required $2,000,000 per occurrence) and requests that the terms of the agreement be modified to allow this level of coverage. All other terms are agreed to.
Based on our experience, our gratitude and team focused approach with our clients, we are prepared to manage the scope of the investigative project for the City of Lynwood including the creation of work plans, permitting, oversight of subcontractors, collection of onsite field measurements and samples, and generation of detailed recommendations for well modifications and other site improvements.
There have been no past or pending litigation, or claims filed against our firm, or any of its employees on an individual basis related to services performed for public agencies or in any actions that may affect our performance under contract with the City. Our firm and Principal have not been the subject of any investigation by the County, State, and/or Federal agencies within the past five years or at any time prior to.
BESST is excited to submit this proposal and is confident in its ability to perform the scope outlined in Section B of the Request for Proposal (RFP) issued by the City of Lynwood (the City).
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3. PROJECT UNDERSTANDING AND APPROACH
Based on our understanding of the scope as outlined in Section B of the RFP, we first present an activity and decision tree summary of the approach in the below work-flow diagrams. The outlined approach assumes that rehabilitation work will take place after the investigation. Following this summary is a detailed description of each step.
Figure 1. Process flow diagram showing the field work and planning.
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Figure 2. Process flow diagram showing data analysis and reporting.
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3.1 Project Planning
In order to ensure all organization representatives have a complete and correct understanding of the scope to be undertaken, BESST will organize and coordinate a series of kickoff meetings between the City, BESST, and the subcontractors involved at each step. A finalized Gantt chart will be provided to all team key team members and followed during planning and progress reporting meetings. An emphasis will always be placed on Health and Safety and a Health and Safety Plan will be written and provided by BESST to all on site personnel.
The data review process will be conducted contemporaneously with project planning. Information that will be requested and reviewed during the planning process shall include:
Driller’s report or other source of geological information at Well 5 and Well 21 (Well 22 lithology is available in the driller’s report for the well)
Previous wellhead chemistry results from Well 5 during its operation and/or from the 2021 pump efficiency test as well as chemistry result from Step and/or Pump Tests on Wells 21 and 22 following construction. Historical static and pumping water level data for all operating wells. Historical operational well cycle data including off-lining and on-lining of wells. Relevant hydrogeologic and environmental assessment reports. For example, Northgate Environmental is currently working on Well 11 and BESST is subcontracted to NGE to perform the dynamic flow and chemistry profiling test. We would be most interested in being able to review any subsurface assessment that they have conducted, including sampling of monitoring wells.
We would also like to review the most recent version of the City’s Master Plan as it relates to groundwater resources and development.
Copies of all relevant permits already in place.
The written deliverables included in the planning phase are a Workplan and a Health and Safety Plan. The Workplan will summarize the scope of work and each step needed to complete each sub-task, including filing of permits required to complete the work (i.e., National Pollution Discharge Elimination System – NPDES – permit) if not covered under the City’s general pumping permit and/or an encroachment permit for work that will impact the nearby public properties. The Workplan will be amended as needed once relevant steps have been completed during the well inspection phase (see below) to account for changes in well access and condition.
3.2 Well Inspection
Following completion of the planning phase, the field work initiates with the access and video work at Well 5, as well as video surveys at Wells 21 and 22.
Because there is a pump currently installed in Well 5, the downhole access must be evaluated to verify that there is sufficient clearance between the side of the casing and the pump column assembly, including the pump bowls and intake.
BESST uses a dummy tool which mimics the size and shape of our miniaturized downhole sampler (HydroBooster) attached to stainless steel weights and a stainless-steel wire rope to check for access in and out of the well. The results of the access survey will inform the workplan with regards to whether a lift and shift is required at the well in order to gain access. An example of a lift and shift is shown in Figure 3and is considered as a lower cost and effective alternative to removing the pump in entirety.
The video surveys at Wells 21 and 22 will serve evaluate the condition of the wells as outlined in the RFP, which will help to inform the practicality and economic feasibility of different modification scenarios, as well as the need or lack thereof to rehabilitate the wells using brushing, jetting, acoustics, acid treatment, etc. Simultaneous with the video surveys, BESST City Council Regular Meeting - Page 1176 of 1385
will perform a follow-up site-walk of each well to finalize logistical details regarding the test pump installations required at Wells 21 and 22.
An additional, optional service that we recommend to diagnose the health and condition of the wells more completely is the Casing Inspection Thickness Measurement (CITM) survey which detects the thickness of the casing along the length of the well in order to provide insight into the degree of material loss due to corrosion over time. Considering the advanced age of Well 5 (drilled in 1932) and the long period of disuse for Well 21 (sitting idle since its installation in 1996), we recommend the CITM for those two older wells. Well 22 is most likely in much better condition considering its relatively young age but could be recommended for the CITM survey if the video survey shows significant degradation of the inner wall of the casing.
Although pre-proposal discussions indicate that the City is possibly considering some basic rehabilitation work at the wells prior to profiling, the option of performing the rehab after the investigative effort might be more well suited to the goals of the project. There are pros and cons to be considered with performing rehab prior to or following rehab that are summarized in the Table 1:
Table 1. Benefits of rehab before and after dynamic profiling.
Rehab wells before investigation Rehab wells after investigation Benefits:
Access into Well 5 can be improved following the
rehabilitation work by installing a PVC access pipe
during the pump installation step. The installation of the access pipe would likely increase the cost of the pump
installation by approximately $3,000 in materials and
labor.
Improved access at Well 5 eliminates the need for a lift and shift and allows for a cheaper video survey with a
larger camera.
Alternatively, a test pump can be installed following the rehabilitation if the City wishes to avoid using its
permanent pump – though this would incur significant
additional costs.
Although it is rare, it is possible that some zones within the wells may be completely clogged. Opening them up
may possibly allow for additional water samples.
Benefits:
Considering the age of Well 5, we are inclined to obtain the dynamic zonal flow and chemistry data prior to
pump removal. If the well were to become damaged
during pump removal, it may disqualify the opportunity
gather these data which are critical to the success of the investigation. Any time a pump is removed, there will
be some degree of scraping and grinding of the bowl
assembly against the well.
Rehabilitation can be informed by the investigation
results to focus on zones that are identified as high-
water quality.
Focused rehab can potentially save money on the rehab work by reducing the number of field hours needed
since less screen will be fully rehabbed.
Focused rehab minimizes the possibility of accidentally opening up a zone of poor water quality and degrading
the water quality of the water quality at the wellhead. As a practical matter, rehab options for Well 5 may be limited due to the Well’s age.
Most of our client’s chose to profile their wells prior to rehabilitation due to technical and cost considerations. For one such client, The Water Replenishment District of Southern California (WRD), we have profiled approximately 40 wells over the past 10-years, all of which have been profiled prior to rehab. The main considerations that favor this approach are:
Minimizes pump removal costs.
Profiles well under actual conditions.
Informs how to perform Focused Rehabilitation.
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3.3 Aquifer Testing
Preparation
After review of the video data and concurrence from the City, BESST will proceed with the steps to conduct the dynamic (pumping) flow profile on Well 5 using the BESST/USGS well-bore flowmeter method (as detailed below) or by performing ambient and/or dynamic flow and chemistry profiles on Wells 21 and 22 first if this turns out to be a better scheduling option for the City. Ambient profiles will be performed with BESST’s Tracer-Pulse-Ambient-Flowmeter (TPAF), which is a proprietary derivative of the USGS technology, in order to assess mass flux conditions through the well under non-pumping conditions. These data are critical for determining how long Wells 21 and 22 should be pumped before the dynamic tests are performed and for achieving a better understanding of the zonal dynamic data. Data from the dynamic profiles and from the data review process will be used collectively for assessing and planning whether well modifications are feasible as well as the types of well modifications to improve water quality and the well’s longevity (i.e., Well 5).
Installation of test pumps into Wells 21 and 22: To perform a dynamic profile of the wells which will characterize the surrounding aquifer(s), the wells must be pumping and engaging the aquifer(s). Because Wells 21 and 22 do not have pumps installed, the pump service subcontractor will need to install a test pump into one and then the other to allow for pumping during the profiles.
BESST will work with the City and subcontractor to select the appropriate sized pump and set up for the test. BESST will also be onsite to oversee the installation (and removal) of the test pump, performing our own independent pipe tally, as well as providing guidance on the discharge piping and valving (including flow meter and sample tap location) and documentation of the process. Once the profile is complete at the first well, it will be uninstalled and brought to the second well, along with the necessary discharge piping and valving.
Flushing of Wells 21 and 22 (And Ambient Surveys if Needed): Prior to performing the dynamic flow and chemistry profile of Wells 21 and 22, they must be flushed to ensure the samples collected are representative of the aquifer conditions. This is especially critical in this investigation due to the extended period that the wells have been sitting idly. Given the extended idle time, we propose first considering performing an ambient profile on one or both wells and then using these data to determine the length of time the well should be flushed. If ambient profiles are not an option then flushing the wells for an extended period prior to performing the dynamic flow and sampling should be carefully weighed. With that said, the results from the ambient surveys will likely provided more clarity to the results from the dynamic surveys in terms of understanding mass distribution and contaminant migration pathways.
Lift and Shift at Well 5 (If needed): If the access survey at Well 5 concludes that there is insufficient access for BESST’s miniaturized tooling to access the full well through the annular space between the casing and the pump column, then a lift and shift operation should be considered and performed if feasible to gain additional clearance for the tooling.
The lift and shift operation consists of the following procedures:
o Turn off electricity to the motor using the onsite electrical control cabinet and lock-out/tag-out. o Disconnect the electrical leads from the motor.
o Temporarily remove the roof of the pump house to allow crane access. o Disconnect the well’s discharge from the distribution piping at the pump head. o Remove the motor if necessary (dependent on the size of the motor and available rig from the pump City Council Regular Meeting - Page 1178 of 1385
company).
o Pull the pump assembly up by about 1-2 feet using lifting slings and rotate the assembly if needed to re- direct the discharge. Push the pump assembly to one side of the casing and set it down in the lifted position resting upon I-beams or timbers.
o BESST then tests the access past the pump with the access tool used in the initial well inspection step. The pump company can reposition the pump assembly as needed to allow the tooling to pass. Once access is gained, the pump is no longer moved, preserving the successful pathway in and out of the well. o Reconnect the motor if it was removed.
o Reconnect the discharge piping – either running to the system or using a temporary discharge pipe to pump to waste as done in the case of Wells 21 and 22.
Figure 3. Example of a lift and shift with a custom flexible discharge pipe.
EQUIPMENT MOBILIZATION
The profiling rig will be mobilizing from BESST’s northern California office located in San Rafael, CA. Mobilization fees include preparation of the rig, decontamination, selecting the appropriate tubing lengths and loading to the motorized hose reels, performing operational equipment and instrumentation checks, and making sure that the profiling rig is road safe. Costs for a two-person travel time to and from the site, and fuel expense are embedded within the costs.
Upon site arrival, the Team will position the rig and truck according to the guidance described in the Access Survey Technical Memo. The first order of business will be to conduct a tailgate health and safety meeting. Items to go over include potential work hazards, actions in case of a medical emergency, as well as the route to the nearest hospital.
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Materials and instrumentation will then be set up near the well head. This process typically takes about 45 minutes but may be as much as 60 minutes in duration. An important part of the setup process is to take note that all the back- up equipment is present in the advent of an equipment malfunction.
AQUIFER FLOW TESTING (DYNAMIC FLOW PROFILE)
BESST will be utilizing the United States Geological Survey (USGS) tracer based well-bore flowmeter and depth- dependent sample collection method to profile the well under steady state pumping conditions and to determine the zonal water quality and yield associated with each producing zone when the pump is on. The USGS method offers many advantages in the investigation, including the miniaturized nature of the technology which may allow for access into Well 5 without removing the pump. Additionally, the USGS tracer method can detect very small flow rates when compared to a spinner log because the dye tracer contains no mechanical parts that need to overcome frictional forces to measure flow. Measuring low flow is critical in investigations targeting VOC’s such as TCE and PCE, as well as other anthropogenic contaminants such as PFAS (particularly PFOS and PFOA) because those analytes may become adsorbed to the clays in the subsurface owing to the clay’s carbon content, which serve as electron receptor sites for these compounds. When hydraulically engaged, those analytes may desorb from the carbon and impact the well’s water quality.
The tracer to be used for the flow profiling survey is rhodamine red FWT 50 which is NSF 60 approved. During the dynamic flow survey, it is imperative that sideways injection (patented) always be used. The purpose of the sideways injection (Figure 4) is to mitigate potential flow calculation errors that arise from non-centralized flow metering with spinner tools (Smolen, 1997). The sideways injection system ensures that the tracer covers the entire cross-sectional plane of the well at each injection depth such that the area under the parabolic fluorometer return curve represents all the pipe flow conditions inside the well (boundary, transitional and axial). Otherwise, if the tracer injector is pointing downward or a decentralized spinner impeller are used as an alternative, the resulting flow error may be large enough such that carryover to the mass balance calculation produces erroneous zonal chemistry results – misguiding the well modification process.
For dynamic profiling it will be advantageous for BESST to obtain and review relatively recent SCADA records for Well 5 that define the typical operating cycle of the well prior to starting the survey. Moreover, the Company plans to review SCADA records for any active wells in proximity including wells 8, 9 and 19, as available, that may have interference effects based on their pumping cycles. Once all the necessary data have been evaluated, the injection and sampling plan agreed to, and coordination with the City and their engineering team is completed, the next step is to perform the dynamic survey.
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Figure 4. Video capture showing sideways injection of dye tracer within a water well.
BESST will perform a minimum of three injections at each depth location to ensure reproducibility of the tracer return times to the up hole fluorometer. Once the flow survey is complete, the data will be processed to generate the raw velocity profile. The data will then be converted into cumulative and zonal flow (zonal GPM and zonal percent of total GPM) and presented to the City. A final decision will then be made to determine if any changes are needed for the groundwater sampling plan. Depth locations that are most susceptible to change are those located within continuous screened intervals across thick permeable zones.
From the starting point of the flow and water chemistry surveys, BESST will track pumping water levels and the flow rate. A manual water level meter and pressure transducer will be installed in the well concurrently with performing the dynamic survey. Ideally, the team will manually gather pumping rate and water level data at a maximum of 15- minute intervals or more frequently based on changing water level and pumping rate conditions. If a rising or dropping water level is observed, and the change represents greater than a 5% difference from the original starting point, the Project Manager will be contacted to determine if the survey should continue. Coordination between BESST, the well operator, and the City is essential to make a field call as to whether field measurements should continue. At this point, it is possible that a real-time decision will be made to adjust the pumping rate so that the water level inside the well can return to a steady state condition. If the new steady state pumping rate is significantly different than the original pumping rate, then it may be required to repeat some (or all) of the completed tracer injection depths thus far at the new pumping rate.
3.4 Chemistry Profiling
Dynamic Chemistry Profiling - BESST will perform depth dependent groundwater sampling using the BESST/USGS HydroBooster technology. The dynamic sampling will be done after the dynamic flow profiling. The purpose of the sampling is to identify the groundwater quality at various depths in the well during normal pumping conditions.
Sampling depths will be within blank casing sections between screened intervals and within the screened intervals themselves. BESST will review the electric log (when available) prior to the commencement of field work to evaluate the geology in conjunction with lithologic information contained in the Driller’s report and from this information devise an injection and sampling plan that will be included in the work plan. BESST will also coordinate with a local analytical laboratory for the bottle acquisition, sample delivery and sample analysis. The scope includes mass balance for metals, Trichloroethylene(TCE), Tetrachloroethylene (PCE), polyfluoroalkyl substances (PFAS), Total Organic Carbon (TOC) and Total Dissolved Solids (TDS), and a minimum of one duplicate sample per well as a quality control measure.
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As with the dynamic flow profile, the flow rate and drawdown will be monitored closely during the dynamic chemistry profile. In order to ensure the flow measurements can be associated with the chemistry samples, the flow rate and the drawdown must be similar across both days. Any significant difference must be discussed between the field team, management and the City; the cause may be other nearby wells or a change in the pump’s operational parameters.
Because the key constituents that will be sampled for during the investigation include the VOCs TCE and PCE, the samples must be collected using “Ratchet Mode” operation of the HydroBooster. “Ratchet Mode” brings the water column to the surface in stages so that the sampled water has no contact with the nitrogen gas used to lift it, and is sampled from a gently flow sample stream. Ratcheting also allows use of a flow through flow meter and the flow through PICO sampler to collected VOC samples.
During the sampling process, water quality parameters will be collected using a flow through water quality meter rented from an environmental equipment company. The flow through operation is enabled by the ratchet mode mentioned above and would not be available when using a jar sampler or bailer. Targeted water quality parameters include at a minimum pH, conductivity, and turbidity, with temperature, dissolved oxygen and ORP as optional parameters.
Additionally, Ratchet mode also enables use of the PICO to collect duplicates for VOCs at selected depths, including the wellhead samples. The PICO isolates the sample collection vial within a stainless-steel chamber and creates a flow through cell equivalent to ensure that the sample water has had no contact with the air during the filling process. For volatile samples, this process increases confidence in the sample integrity and the resulting measurements from the laboratory. PICO duplicates are collected in addition to the standard duplicate sample that will be collected for all constituents, volatile and not. Figure 5 shows the configuration of the PICO system.
Figure 5. Diagram of the PICO sampler. The VOA vial is housed within a stainless-steel chamber to prevent VOC loss or cross contamination.
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3.5 Data Analysis and Preliminary Report (PR)
We will submit a comprehensive report on the profiling results that at a minimum will include the following:
A description of all the work,
A graphic of the well with perforations,
Lithology (where available) and pump setting,
Static and pumping water levels,
Discharge rate,
Calculated specific capacity,
Dynamic profiling results - corrected data for flow velocity (ft/min), discharge (gpm and ft3/min), and percent of total flow in both tabular and graphical format Water quality results,
Mass balance results,
Mass balance blending analysis modeling blocking off different zone with predictive outcomes, Recommendations on whether sealing off certain perforation intervals (specified) will improve the overall water quality extracted and the associated impacts on well yield. • The recommendations will include an overview of the materials needed to modify the well using the recommended approach (for example: an NSF approved inflatable packer or steel liner). Recommendations on rehabilitation work that may be warranted. A high-level review of the construction process required for the well modification work including permit requirements and regulatory constraints.
We will provide three hard copies of the report and an electronic (pdf) copy to the City.
MASS BALANCE RESULTS – As with all dynamic profiles, BESST will use the standard flow and chemistry mass balance equations. The continuity equation will be used as the basis for calculating cumulative and zonal flow and the mass balance equation used for calculating zonal chemistry from the cumulative flow and measured chemistry results. We will also use a reverse, mass-balance blending analysis to predict various outcomes when specific zones are blocked off from production and an estimate of the impacts to production yield. We will also assess the probability of make- up production from unblocked zones. In addition to the items specifically mentioned above, our well profiling report will include:
Dynamic and/or static zonal water quality graphs (plotted against zonal flow) A separate graph for each specified analyte
Tables for zonal flow results and laboratory measured chemistry, Mass balanced zonal chemistry for each analyte
A comparison of the actual well head chemistry to the theoretical well head chemistry based on the mass balanced results.
RECOMMENDATIONS – This section of the report will provide consideration of various pathways to solve water quality issues for the City. In some situations, only well modifications or rehabilitation will be recommended. In other cases, we may recommend a combination of well modifications with reduced treatment as another alternative.
There is also the possibility that the Team may recommend treatment only, and in special circumstances it may be beneficial to modify the well to block off interferents that may accelerate loading of treatment bed media. In each City Council Regular Meeting - Page 1183 of 1385
well modification scenario, a number of theoretical outcomes will be provided based on different strategies; including expected change to the discharge chemistry for each analyte of concern as well as anticipated losses in production. In some instances, it may be justified to consider potential makeup production where the data suggests that some zones may have been underutilized based on permeability, thickness of the zone and distance from the pump intake. Focused rehabilitation can help to augment the make up production expected by opening up zones which are found to have high water quality but may not be maximizing their flow contribution.
WELL MODIFICATION – Well modification tools that will be considered are provided below:
Change in pumping rate
Change in pump intake location
Change in pump intake diameter
Use of engineered suctions
Use of single and straddle packers
Use of casing patches
Backfilling to block off zones near the well bottom
Relining of fragile wells with modified perforation intervals (i.e., Well 5) Focused rehabilitation
ADDITIONAL FIGURES – Well modification diagrams will also be provided that illustrate the various strategies. Other recommendations may include the use of feasibility testing to prove out different well modification strategies.
3.6 Project Management and Administration
Project management within the investigation will primarily focus on keeping all involved parties: the City, BESST, and all subcontractors working together in a mutually compatible schedule which enables accurate measurements and analysis, leading to overall project success, while controlling project costs.
The investigation into Wells 5, 21 and 22 requires coordination primarily between the City, BESST and the pump service subcontractor. To maintain open communication and ensure project needs are met, BESST proposes a minimum of bi- weekly meetings with the pump service company, BESST and the City following the completion of the initial data review process as the work plan is being written.
The goal of the meetings will be to keep the project on schedule by altering all parties to any schedule conflicts in advance so that adaptations can be made, especially considering the high demand for pump service companies in the current economic climate. Additionally, the meetings will allow for immediate discussion of technical issues that arise, including but not limited to: test pump selection, power options, pipe and valving sizes and rehabilitation techniques.
During field oversight of the project, including test pump installation and any video work on the wells, BESST will collect daily activity logs from the on site subcontractors and correlate the logs to the field notes from the BESST field scientist performing the oversight work. Keeping the field work in line with the scope and carefully documenting any cost overrun due to field related delays is critical to keeping within the budget and quicky identifying any need for use of contingency funds or adjustments to the project scope.
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The City of Lynwood
Engineering Team
Mir T. Fattahi
Kristan Lloyd
George Cambero
Noah Heller
MS PG CA5792
Principal Hydrogeologist, BESST
Program Manager
BESST Inc. Project Manager(s)
Miles Koehler and Kim Miles
BESST Field
Team
Lead and
Assistant
Hydrogeologists
BESST Admin
and Accounting
Analytical Laboratory
Pump Service Contractor
CITM Contractor
Oversight and review
Coordination,
documentation
and oversight
Subcontractors
City Council Regular Meeting - Page 1185 of 1385
4. FIRM EXPERIENCE
To date, BESST has investigated over 1,000 groundwater production wells in California and other states since early 2005, with key areas of use being in public supply, borehole testing, agriculture, mining, and other industries. The miniaturized nature of the novel profiling technologies and the ability to accurately profile wells and boreholes quickly and with detailed granularity has resulted in amassing one of the largest zonal flow and geochemistry databases for groundwater supply wells in California. This large volume of naturally occurring and anthropogenic geochemistry data has begun to provide insights into subsurface contaminant distribution patterns that BESST has used as a value-added component of its consulting practice and allows for more informed tracer injection and groundwater sampling plans.
For naturally occurring contaminants, the Company has investigated hundreds of wells for arsenic, iron and manganese, total dissolved solids, radionuclides, and dissolved gases such as hydrogen sulfide and methane. An equal number of wells have been investigated for anthropogenic contaminants such as TCE, PCE, chlorinated hydrocarbons, 1,2,3 TCP, nitrate, perchlorate, and other compounds. Other more specialized surveys include radioisotopes, noble gases, and bacteriological investigations.
BESST is equipped with four tracer flowmeter profiling systems, three for performing dynamic steady state surveys and one for conducting downhole ambient surveys. The Company supports each field project with a two-person team consisting of full-time staff hydrogeologists and supports a full-time staff of 12 professionals including those with advanced degrees in geology and hydrogeology.
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4.1 Case study 1
The City of La Palma performed both spinner log and jar sampling for arsenic, iron and manganese on their City Yard Well. The survey was performed on the original well completed to about 1,400 Ft. The spinner log identified 4 zones of flow contribution and consequently 4 downhole samples were collected. Data interpretation directed the City to backfill the bottom 200 feet of well screen and then build a smaller diameter stainless steel wire wrapped screen inside the older well.
Following the installation of the new well liner and screen – consisting of a telescoping construction – arsenic almost immediately appeared upon startup, exceeding the MCL for arsenic and the SMCL for manganese. The City then contacted BESST to profile the reconstructed well and delineated 14 water bearing intervals with associated chemistry calculated through mass balance. BESST wrote the work plan for performing the well modification, provided the field oversight, and then wrote the installation report. Concentration and production outcomes were modeled and successfully predicted based on installing a double packer system. Arsenic concentrations fell from 13 ug/L to 6.8 ug/L and manganese feel from 64 ug/L to 38 ug/L. The utility was able to off-line their manganese treatment system, saved $2.5MM for constructing an arsenic treatment plant, and $150K/year in operating costs.
Upper Packer
Lower Packer
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City Council Regular Meeting - Page 1188 of 1385
4.2 Case Study 2
A steel processing and finishing plant in San Bernardino County uses two wells on its property to supply both process water to its manufacturing facilities and drinking water to the personnel on site. The dual-use requirements of the plant meant that the wells had to be capable of large increases in supply when demand was high from the various machinery needs, as well as remaining compliant with state regulations on drinking water quality. Because of a recent increase in 1,2,3-TCP concentration, as well as slowly rising nitrate levels, at one of the wells, it had to be shut down, forcing the facility to purchase water from a nearby water company at elevated prices.
In 2021, BESST profiled the well for nitrate and 1,2,3-TCP, finding both constituents to be primarily contributed from the shallower well screen. Using this data, a packer installation and pump test was designed and carried out in partnership with LAYNE, which was successful in bringing both 1,2,3-TCP and nitrate down to well below regulatory limits, allowing the well to operate and saving the facility hundreds of thousands of dollars in water costs. Once the packer proved successful, it was removed, and the well was relined to extend its lifespan while still excluding the poor-quality zones.
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4.3 Case Study 3
BESST is currently working with a large utility in southern California to profile numerous wells comprising a large well field.
Nitrate, VOCs and perchlorate are the main issues which have rendered various wells inoperable. In an effort to reduce treatment costs, the utility requested that BESST utilize the Aquifer Testing and Groundwater Sampling data results to formulate a subsurface conceptual model in order to execute a field wide well modification strategy using packers and engineered suctions. The results of this investigation were derived from basic geological and hydrogeological principles of subsurface mapping, using lithologic descriptions from driller’s reports, down-hole geophysics and down-hole zonal flow and chemistry data from steady state dynamic profiles of select production wells. Wellhead chemistry results were used to provide insights concerning the lateral extent of nitrate and other contamination throughout the wellfield and to synthesize a better understanding of subsurface occurrence through interpolation and extrapolation. Eight (8) transects and multiple subsurface horizontal maps corresponding to different layers were constructed. The final deliverable was useful in informing target depths for well modification as well as pointing to new areas for well construction with minimal risk of encountering future contamination. The cross section below shows one of the transect slices through the well field.
Blue bars reference zonal flow and orange bars nitrate concentrations derived from BESST’s application of the Tracer Flowmeter and Depth Dependent Sampler. To date, 10 wells have been profiled.
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5. PROPOSED PROJECT TEAM AND QUALIFICATIONS
MR. NOAH HELLER
BACKGROUND
Mr. Heller is a geologist with 35 years of professional experience and is President of Best Environmental Subsurface Sampling Technologies, Inc. (dba BESST) founded August 1999. Mr. Heller holds a BA from Rutgers University and MS degree from Mississippi State University, both in geology but with a strong focus on petroleum exploration for his MS degree. As such, graduate studies and thesis focused on sedimentology and petroleum exploration methods using geophysical tools, including formal course work in electric log and cross section analysis and well field development. These studies resulted in identification of an oil and gas field located in the Black Warrior Basin. Mr. Heller is a licensed professional geologist in California.
MINERALOGY AND MINERAL EXPLORATION
Mr. Heller’s industry experience began in 1984, working as a mineralogist for Amoco Minerals. He was responsible for performing detailed mineralogical analyses of ore bodies using x-ray mineralogy and x-ray fluorescence as well as scanning electron microscopy and thin section analysis using polarizing light microscopy. He also developed software, automating the mineralogical analysis using iterative simultaneous equations. From 1987 through 1990, Mr. Heller worked on large scale gold exploration and mine development projects, geologic surface mapping and performing complex cross section analyses. Other activities included performing magnetic surveys, core logging, underground mine mapping and thin section analyses.
ENVIRONMENTAL
In the early 1990’s Mr. Heller began working for Jacobs Engineering and was assigned as a technical manager to organize and oversee largescale environmental investigative drilling projects at McLellan and Castle Air Force Bases. The collective industrial experience included managing up to ten drilling operations at one time, electric log analysis, installation oversight of groundwater extraction wells, hundreds of monitoring wells and many thousands of depth discrete soil gas and groundwater samples. Mr. Heller gained a strong working knowledge of various drilling and sampling methods which led to various ideas on how to improve upon downhole diagnostic methods; focused in water chemistry. Mr.
Heller has extensive experience with mud rotary, air rotary casing hamper, dual wall percussion, sonic, hollow stem auger, dual tube rotary and direct push methods.
FIRM BESST, Inc.
EXPERIENCE 35 years (22 at BESST)
EDUCATION
BA Geology, Rutgers University
MS Geology, Mississippi State
University
California PG 5792
Publications and US Patents
(see below)
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BESST, INC.: 1999-PRESENT
The early years of BESST were focused on product development of various subsurface sampling technologies to improve water chemistry sampling which led to the development of the SimulProbe, ZIST and HydroBooster technologies. In 2002, BESST was awarded a research and development contract by the US Geological Survey to design and create a miniaturized, deep-well pumping system; subsequently called the HydroBooster.
USGS TRACER FLOWMETER ND DEPTH DEPENDENT SAMPLER:
Following a successful R&D contract with the USGS, BESST was awarded an exclusive license by the USGS to their patented well profiling technology. Since early 2005, BESST has profiled over 1,000 dynamic and ambient surveys of water supply wells, including potable drinking water wells, test wells and agricultural wells. Profiling projects have focused on metals, radionuclides, general minerals, dissolved gases such as methane and hydrogen sulfide, oxygen and hydrogen isotopes, bacteria, turbidity, RO foulants (i.e. Silt Density Index), and a wide range of anthropogenic compounds including nitrate, VOCs, perchlorate and others. BESST has made significant advances to the USGS technologies and has been awarded two improvement patents for Selective Extraction of Fluid in Wells and Boreholes as well as another two improvement patents describing “Sideways Injection” of tracers to accurately calculate zonal inflow of fluids in test boreholes and pumping and non-pumping wells and a combined zonal flow and water sampling technology into a singularly conjoined downhole profiling system (called UNIPASS). Oher related advances include software development and development of downhole lasers for measuring ambient groundwater flow in groundwater production and monitoring wells using laser induced fluorescence. Over the past 10 years, BESST has seen a significant growth in being sole sourced for State of California Prop 1 projects where BESST’s version of the USGS technology is specified.
WELL MODIFICATIONS
Over the past 15 years, Mr. Heller and the BESST team have gained much experience in well modification, hydraulically manipulating wells to achieve specific water chemistry goals, including treatment avoidance and minimization as well as treatment optimization. With over 300 well modification projects, BESST has gained significant experience in writing work plans for these projects as well as providing field oversight and certified installation reports. Well modifications have included change of pumping rate, relocation of the pump intake, packer installations, backfilling wells, design and installation of engineered suctions and more novel, customized designs.
LONG SCREENED TEST WELLS
From 16 years of experience with the Tracer Flowmeter and Depth Dependent Sampler, Mr. Heller has pioneered and developed the procedures for Long Screened Test Wells. The basis for this development has been the water quality failure of many new wells that BESST has profiled, which make up approximately 35% of its profiling business. This led to the question as to why so many new wells fail based on non-compliant water chemistry when most of these wells are preceded by conventional zone tests that show compliant groundwater in the formations surrounding the pilot) holes? After evaluating conventional zone test results from hundreds of boreholes and comparing these data to the detailed (BESST/USGS) profiling results from the corresponding wells, the answer became clear (as presented in the Company Overview section of this document). Data coarsification, data location, contaminant abundance and stratification and well design were found to be the leading causes of these failures. As such, Mr. Heller is now keenly focused on providing this service to help improve new well outcomes for BESST’s customers.
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Publications
C. M. Manuck, N. Heller, M. C. Battany, A. Perry, A. J. McElrone, 2012. Evaluating the potential of well profiling technology to limit irrigation water salinity in California vineyards, American Society of Agricultural and Biological Engineers ISSN 0883-8542, Applied Engineering in Agriculture, Vol. 28(5): 657-664.
M. J. Singleton, R. M. Gailey, J. E. Moran, M. C. Sutton , N. Heller, B. K. Esser, J. R. Phillip. 2011. Identifying the Sources of Nitrate to a Deep Municipal Water Supply Well Using Stable Isotopes of Nitrate, Groundwater Age Dating, and Depth- Specific Sampling. GRA: Environmental Forensics in an Era of Emerging Diagnostic Methods Irvine, CA, United States April 12, 2011 through April 12, 2011. LLNL-CONF-469192.
N. Heller, 1984. Geology of the Henson Springs Quadrangle, 1984. Master’s Thesis, Mississippi State University
N. Heller - US Patents
10,801,928: Fluid sample collection system for pumped fluid source 10,738,603: Water sampling assembly and method for groundwater production wells and boreholes 10,677,626: Flowmeter profiling system for use in groundwater production wells and boreholes 9,284,722: Selective extraction of fluids from subsurface wells 8,151,879: Zone isolation assembly and method for isolating a fluid zone in an existing subsurface well 7,918,282: Zone and isolation assembly and method for isolating a plurality of fluid zones in a subsurface well 7,655,534: Zone and isolation assembly for isolating and testing fluid samples from a subsurface well 7,631,696: Zone isolation assembly array for isolating a plurality of fluids zones in a subsurface well 7,556,097: Docking receiver of a zone isolation assembly for a subsurface well 7,493,954: Systems and methods for installation, design and operation of groundwater monitoring systems in boreholes 6,035,950: Method and apparatus for fluid and soil sampling 6,000,481: Method and apparatus for environmental sampling 5,979,569: Method and apparatus for environmental sampling 5,884,714: Method and apparatus for fluid and soil sampling
City Council Regular Meeting - Page 1193 of 1385
MS. KIMBERLY MILES:
While at BESST, Inc., Ms. Miles fulfills the role of project manager and/or field lead on a diverse array of hydrologic and hydrogeologic projects including:
Well field study in Reno, NV comprising primarily long screened test wells and subsurface mapping and correlative analysis using existing geological literature combined with BESST’s field investigations.
City of Modesto Prop 1 Study of Well Field. Performed mass balance and statistical analyses to support modeling efforts.
City of Dinuba Prop 1 Study: Performed as above.
Cucamonga Valley Water District Prop 1 Study: Performed detailed cross section analyses utilizing electric logs, lith-logs and zonal flow and chemistry data to develop a model of nitrate distribution. Experience with drilling operations
Camera surveys
Ms. Miles performs field work and quantitative analyses on a routine basis for BESST. She has been involved with hundreds of well profiling and other types of subsurface groundwater investigations. Other contributions include development of proprietary software, performing QAQC review of data analyses and technical report writing.
Ms. Miles has developed an extensive ArcGIS relational database for BESST to organize and reference its large array of subsurface geochemistry data derived from BESST profiles in California and other States. BESST has used this database to predict groundwater quality in different areas of California, advising clients on the water quality attributes of their aquifers.
SUMMARY EXPERIENCE
1. Project Management
2. Dynamic and Ambient Surveys: Profiling, Data Analysis, Reporting
3. ArcGIS, Surfer and Computer Programming
4. Well Modification: Implementation and Installation Reporting
5. Cross Section Analysis
6. Long Screened Test Wells
7. Research and Development
FIRM BESST, Inc.
EXPERIENCE 9 years
EDUCATION
BS Geology, University of Idaho
BS Hydrogeology: University of
Idaho
Concentration in Mathematics:
University of Idaho
MS Candidate: Hydrogeology -
UC Davis
PROFESSIONAL
California GIT, PG Candidate
City Council Regular Meeting - Page 1194 of 1385
MR. MILES KOEHLER:
While at BESST, Inc., Mr. Koehler fulfills the role of project manager and/or field lead on a diverse array of hydrologic and hydrogeologic projects including:
Deep borehole sampling in the San Gabriel Mountains for the California High Speed Rail
Surface water and pipeline contact time travel tracer studies in Upland, CA
Deep monitoring well sampling at Los Alamos National Laboratory and at Camp Navajo near Flagstaff, AZ
Gold mine dewatering well profiling in central Nevada Multiple water supply well profiles in California and Nevada Engineering liaison in the development of new groundwater technologies as well as ongoing development of existing properties
Mr. Koehler has also been responsible for (and continues to be involved in) in- house testing of equipment and products, as well as quality control. This equipment includes BESST’s low flow Panacea Pumps, the SimulProbe soil and soil-gas/groundwater sampler and a variety of custom devices such as oil extraction equipment, pump controllers and pump accessories. Additional responsibilities include technical writing and customer support.
As a Field Hydrogeologist at BESST, Miles has worked on numerous water supply well profiles across the state of California. He has also worked on large scale installations of low flow groundwater sampling pumps in the San Fernando Basin in southern California. Mr. Koehler is well seasoned in a variety of instrumentation and field operations including transducers, fluorometers, water level meters, down-hole cameras, access surveys, Tracer Pulse Ambient Fluorometer (T-PAF) and has a strong knowledge base of other various instruments and field procedures.
1. Project Management
2. Dynamic and Ambient Surveys: Profiling, Data Analysis, Reporting
3. Well Modification: Implementation and Installation Reporting
4. Cross Section Analysis
5. Long Screened Test Wells
6. Research and Development
7. CAD Design
FIRM BESST, Inc.
EXPERIENCE 8 years
EDUCATION
BS Geology, San Francisco
State University
Recipient of Thalman Award for
outstanding graduating senior in
geology program
2013 Field Camp at Yellowstone
Bighorn Research Association in
Red Lodge, MT
PROFESSIONAL
California GIT
City Council Regular Meeting - Page 1195 of 1385
BESST Staff Geoscientists
Mr. Stefan McLin – BS Geology University of Nevada Reno: Project Hydrogeologist. Proficient in hydrogeological field work, report writing, data analysis and interpretation. Areas of expertise include well modification projects and cross section analysis. Mr. McLin has also been involved in several California Prop 1 projects.
1. Dynamic and Ambient Surveys: Profiling, Data Analysis, Reporting
2. Dissipation Testing: Profiling, Data Analysis, Reporting
3. Well Modification: Implementation and Installation Reporting
4. Cross Section Analysis
5. Long Screened Test Wells
6. Research and Development
____________________________________________________________________________________________ Mr. Robert Emmens – BS Geology University of Idaho: Project Hydrogeologist. Mr. Emmens has extensive field experience, including logging of soil cuttings from drilling operations, well ambient and dynamic profiling for zonal flow and chemistry and well modification.
1. Dynamic and Ambient Profiles: Profiling, Equipment and Instrumentation Specialist
2. Step and Pump Testing
3. Portable Wellhead Treatment
4. Video Surveys
5. Temperature and Conductivity Surveys
_____________________________________________________________________________________________ Mr. Aaron Marriott – BS Geophysics University of California Berkely: Project Hydrogeologist. Mr. Marriott has extensive experience in both basin fill and fractured bedrock geology, performing ambient and dynamic flow and chemistry profiling, extensive report writing and data analysis experience.
1. Dynamic and Ambient Profiles: Profiling, Equipment and Instrumentation Specialist, Data Analysis and Reporting
2. Dissipation Testing: Profiling, Data Analysis, Reporting
3. Well Modification: Implementation and Installation Reporting
4. Video Surveys
5. Temperature and Conductivity Surveys
_____________________________________________________________________________________________ Mr. Ryan Ford – BS Geology University of Oregon: Project Hydrogeologist,
1. Dynamic Profiling data analysis and reports
2. Ambient Profiling
3. Video Surveys
4. Sampling equipment assembly
_____________________________________________________________________________________________
City Council Regular Meeting - Page 1196 of 1385
Mr. Dominic Eslamian – BS in Earth and Climate Science – Hydrology Emphasis, San Francisco State University, MS Geology, Conrey Endowed Hydrogeology Program, California State University Long Beach.
1. Dynamic and Ambient Surveys: Profiling, Data Analysis, Reporting
2. Well Modification: Implementation and Installation Reporting
3. Step and Pump Tests
4. Portable Wellhead Treatment
5. Cross Section Analysis
6. Video Surveys
_____________________________________________________________________________________________ Mr. Nehuen Fortunelli – B.Sc. in Earth Science Université Savoie Mont Blanc, M.Sc. in Geochemistry, Geobiology, Geomaterials and Environment, Institut de Physique du Globe de Paris
1. Dynamic and Ambient Surveys: Profiling, Data Analysis, Reporting
2. Geochemistry
3. Step and Pump Tests
4. Cross Section Analysis
5. Computer Programming
6. Video Surveys
_____________________________________________________________________________________________ Ms. Megan Johnson Guthrie – BS Geology University of Oregon: Project Hydrogeologist
1. Dynamic Profiling data analysis and reports
2. Video Surveys
_____________________________________________________________________________________________ Ms. Marina Feraud – PhD Environmental Science and Management: University of California Santa Barbara
1. Biofiltration effectiveness studies
2. Stormwater contaminant transport and discharge
3. Drainage and discharge studies
_____________________________________________________________________________________________ Ms. Leslie Emmens: Financial and Administrative Resources: University of Mississippi
1. Bookkeeping
2. Financial Management
3. Insurance
4. Project Planning
5. Contracts
City Council Regular Meeting - Page 1197 of 1385
Subcontractors Services and Responsibilities
Subcontractor #1 – Tri-County Pump Company
Tri County Pump Co has specialized in water well rehabilitation and pump repair for the last 35 years. BESST and Tri County Pump Co have partnered previously for several successful well investigations and modifications in the Southern California region.
Tri County Pump Co provides strong expertise in pump system design along with test pump installation that will be invaluable in assisting with the design of Wells 5, 21, and 22, as well as design a rehabilitation strategy for the follow-on improvements following the investigation phase of the project.
Tri County Pump Co was selected as the contractor for this portion of the work because of their extensive experience in the industry and high standard of quality in their well and pump work.
Tri County Pump Co responsibilities during the investigation include:
Installation and operation of the test pump into Wells 21 and 22 to allow profiling Installation and operation of the discharge piping and valving needed to discharge the Investigation Derived Waste (IDW) to the appropriate location, anticipated to be a storm sewer system. Assist in filing encroachment permits to allow installation of discharge piping and other construction activities needed.
Deploy and retrieve the Casing Investigation Thickness Measurement (CITM) tool. Perform “lift and shift” at Well 5 if needed (contingent on access into Well 5). Perform wire brushing of wells (contingent on rehab schedule). Perform bailing of wells (contingent on rehab schedule). Coordinate IDW removal as needed following rehab work (contingent on rehab schedule). Pull pump at Well 5 and reinstall with PVC pipe if needed (contingent on rehab schedule).
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May video the wells if not covered by BESST or other contractors (contingent on rehab work and Well 5 access).
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Subcontractor #2 -Eurofins Eaton Analytical Laboratories
Eurofins Eaton Analytical (Eurofins) is a globally recognized environmental testing company with a water testing lab located in Monrovia, CA. The lab has a high standard of quality control and is ISO 17025 accredited.
Eurofins responsibilities during the investigation include:
Water sample analysis for all constituents of concern, including specialty analyses such as PFAS.
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Subcontractor #3 -Pacific Surveys
Pacific Surveys is a well inspection service company with local offices in Southern California, and has performed many CITM surveys on a variety of water and other wells across the State.
Pacific Surveys’ responsibilities during the investigation include:
Coordinate with BESST and the pump service contractor (#1) to perform the CITM survey of selected wells if that option is pursued by the City.
City Council Regular Meeting - Page 1201 of 1385
6. REFERENCES
Name Title Company Address Phone Email
Jacob
Gonzales
Water
Production
Supervisor
Fontana Water
Company
15966 Arrow Route,
Fontana, CA 92335
(909) 822-
2201 ext.
7310
[email protected]
Christian
Kropf
Senior
Hydrogeologist,
PMP
Truckee
Meadows
Water
Authority
1355 Capital Blvd,
Reno, Nevada 89502
(775) 834-
8016
[email protected]
Jacob
Rogers
Operations
Manager
EPCOR 15626 N Del Webb
Blvd., Sun City, AZ
85351
(623) 980-
6330
[email protected]
Charlene
King
Associate
Engineer
Water
Replenishment
District
4040 Paramount
Blvd., Lakewood
CA 90712
562) 275-
4252
[email protected]
City Council Regular Meeting - Page 1202 of 1385
7. PROJECT SCHEDULE
Figure 6. Project schedule for weeks 1 through 6.
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Figure 7. Project schedule for weeks 7 through 12.
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Figure 8. Project schedule for weeks 13 through 18.
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Figure 9. Project schedule for weeks 18 through 21.
Figure 10. Summarized project schedule.
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22-Aug-22
Noah Heller, MS PG Lic. # 5792 and Kim Miles, Senior Hydrogeologist Wells 5, 21, and 22
Mir T. Mattahi, MsCE, PE, Acting City Engineer, [email protected] Payment Terms: Net 30 George Cambero, [email protected] BESST INC
City of Lynwood, Public Works Department 50 Tiburon, Suite 7 11750 Alameda St. San Rafael, CA 94901
Lynwood, CA 90262 Office: 415.453.2501 / cell: 415.302.7354 (310)603-0220 [email protected]
Task Performed by Description Q Unit Price Total
Planning BESST Meetings, and communication etc. 40 hr. 145.00$ 5,800.00$ Data Review BESST Review well report and records 50 hr. 145.00$ 7,250.00$ Permitting BESST Environmental permitting acquisition 8 hr. 145.00$ 1,160.00$ Work Plan BESST Detailed description of work to be performed for all proposed tasks40 hr. 145.00$ 5,800.00$ Senior Management BESST Planning oversight 10 hr. 180.00$ 1,800.00$ Subtotal #1 21,810.00$
Subtask 2a BESST Inc. Services
BESST Oversight Mob/demobBESST Mobilization for staff hydrogeologist oversight once per week 2 ea. 700.00$ 1,400.00$ Oversight Per Diem BESST Lodging, meals, and transportation for staff hydrogeologist 8 days 250.00$ 2,000.00$ Site Inspection BESST Site assessment for aquifer testing at wells 21 and 22 8 hr. 145.00$ 1,160.00$ Access Survey BESST Downhole access survey for aquifer testing and chemistry profiling at Well 5, includes site assessment and materials
1 ea. 1,300.00$ 1,300.00$
Miniaturized Static Video
Survey
BESST Miniaturized video survey for investigating well condition with pump installed at well 5
1 ea. 1,200.00$ 1,200.00$
CITM Oversight BESST Casing Investigation Thickness Measurement survey (CITM) oversight at wells 21, and 22
8 hr. 145.00$ 1,160.00$
Video Survey Oversight BESST Video inspection oversight and perform on-site evaluation of video for Wells 21, and 22
8 hr. 145.00$ 1,160.00$
Access Survey ReportingBESST Site Inspection and access survey technical memo for Wells 5, 21, and 228 hr. 145.00$ 1,160.00$ Miniaturized Video ReportingBESST Miniaturized video technical report and interpretation of results for Well 54 hr. 145.00$ 580.00$ Subcontracted Video Reporting BESSTVideo survey technical memo and interpretation of results for Wells 21, and 228 hr. 145.00$ 1,160.00$ CITM Survey InterpretationBESST CITM technical memo and interpretation of results for Wells 21 and 22 8 hr. 145.00$ 1,160.00$ Senior Management BESST Oversee well inspection field services and reporting for Wells 5, 21, and 22 5 hr. 180.00$ 900.00$ Principal Geologist ReviewBESST Access survey, video, and CITM survey reporting 3 hr. 220.00 $ 660.00$ Subtotal #2a 15,000.00$
Subtask 2b Subcontractor Services
Video Survey Tri County PumpPre Rehabilitation Video Survey at Wells 21 and 22 2 ea. 1,200.00$ 2,400.00$ EMT-24 (CITM) Survey Pacific SurveysEMT-24 Survey for CITM (Casing Inspection Thickness Measurement) analysis, 1000' minimum at Wells 21 and 22. Includes: Casing Weight (lbs./ft), Electronic Caliper (Diameter in Inches), High Resolution Inductive Collar Locator, and Downhole Temperature and pressure.
2 ea. 3,110.00$ 6,220.00$
EMT-24 (CITM) Survey Crane
Service
TCP Crane rig site and travel time to lift EMT-24 (CITM) survey equipment 20 feet or more directly over the well opening for Wells 21, and 22. Includes up to 8 hours of operation per well.
2 ea. 2,520.00$ 5,040.00$
Subcontractor Admin BESST Administration for subcontracted services 1 ea. 1,640.00$ 1,640.00$ Subtotal #2b 15,300.00$
Subtask 3a BESST Inc. Services
Oversight Mob/demob BESST Mobilization for BESST oversight 2 ea. 700.00$ 1,400.00$ Oversight Per Diem BESST Lodging, transportation, and meals for staff hydrogeologist 10 day 250.00$ 2,500.00$ Pump Service Oversight BESST Overseeing installation and removal of test pump in wells 21 and 22. Includes 2 days for install and 2 days for removal for each well.
64 hr. 145.00$ 9,280.00$
BESST Profiling Mob/demob BESST Mobilization and demobilization for 2 staff hydrogeologists to conduct aquifer testing & chemistry profiling (each mobilization includes travel to and from San Rafael, CA, 1 day aquifer test , 1 day chemistry profiling) 3 ea. 1,000.00$ 3,000.00$
Profiling Per Diem BESST Lodging, transportation, and meals for two staff hydrogeologists 12 day 500.00$ 6,000.00$ System Setup BESST System Setup 3 ea. 1,000.00$ 3,000.00$ Dynamic Flow BESST Dynamic Flow Survey (up to 20 injection depths). Optional injection points may be recommended based on the initial flow data and the length of the well screen. 3 ea. 7,750.00$ 23,250.00$
Toilet Rental BESST Rent and have portable toilet delivered to site. Rate per toilet. 2 mo. 250.00$ 500.00$ Generator Rental BESST Required if AC power not available on site 6 day 100.00$ 600.00$ Transducer Rental BESST Install transducer to monitor water level during aquifer testing and chemistry profiling. Inlcudes up to 2 months of monitoring.
1 ea. 2,700.00$ 2,700.00$
Senior Management BESST Oversee aquifer testing 5 hr. 180.00 $ 900.00$ Subtotal #3a 53,130.00$
Subtask 3b Subcontractor Services
Pump Service Well 21 & 22TCP Furnish, install, and remove a 1000 gpm test pump for aquifer testing and chemistry profiling. Includes 80 hours of operation for each well. 2 ea. 53,000.00$ 106,000.00$
Subcontractor Admin BESST Administration for subcontracted services 1 ea. 12,720.00$ 12,720.00$ Subtotal #3b 118,720.00$
Quotation For: Water Well Casing Inspection, Aquifer Flow Testing, and Water Quality Profiling: Scenario 1
Quotation Date:
City and State:
Phone:
Task 2 - Well Inspection: Original Pump Remains In Well 5 Task 1 - Planning
Prepared by:
Well Names (s):
Client Contact(s):
Client Organization:
Street Address:
Task 3 - Aquifer Testing
1 of 3
City Council Regular Meeting - Page 1208 of 1385
22-Aug-22
Noah Heller, MS PG Lic. # 5792 and Kim Miles, Senior Hydrogeologist Wells 5, 21, and 22
Mir T. Mattahi, MsCE, PE, Acting City Engineer, [email protected] Payment Terms: Net 30 George Cambero, [email protected] BESST INC
City of Lynwood, Public Works Department 50 Tiburon, Suite 7 11750 Alameda St. San Rafael, CA 94901
Lynwood, CA 90262 Office: 415.453.2501 / cell: 415.302.7354 (310)603-0220 [email protected]
Quotation For: Water Well Casing Inspection, Aquifer Flow Testing, and Water Quality Profiling: Scenario 1
Quotation Date:
City and State:
Phone:
Prepared by:
Well Names (s):
Client Contact(s):
Client Organization:
Street Address:
Subtask 4a BESST Inc. Services
Water Quality Sampling BESST Dynamic Groundwater Sampling Survey (up to 13, 1-liter samples per well with HydroBooster Pump, 10 depth dependent, 1 duplicate, and 2 wellhead). Optional groundwater sampling depths may be recommended based on the initial flow data and the length of the well screen. Does not include laboratory costs. 3 ea. 7,750.00$ 23,250.00$
Multi Water Parameter MeterBESST Water quality multi parameter meter flow through cell rental 2 mo. 1,120.00$ 2,240.00$ Senior Management BESST Oversee chemistry profiling 5 hr. 180.00$ 900.00$ Subtotal #4a 26,390.00$
Subtask 4b Subcontractor Services
Laboratory Fees Eurofins Laboratory fees for up to 13 samples per well ($585 per sample set and $75 shipping per well). Includes methods 537.1, SM2540, 300.0, 200.8, 200.7 rev 4.4, 524.2, and SM 5310C. Standard processing of 10 business days per sample set. 39 ea. 585.00$ 22,815.00$
Shipping Eurofins Laboratory sample shipping 3 ea. 75.00 $ 225.00$ Subcontractor Admin BESST Administration for subcontracted services 1 ea. 2,765.00$ 2,765.00$ Subtotal #4b 25,805.00$
Data Analysis BESST Data analysis for aquifer testing and chemistry profiling for Wells 5, 21, and 2260 hr. 145.00$ 8,700.00$ Preliminary Report BESST Detailed Dynamic Flow and Mass Balance Report for Wells 5, 21, and 22:
Includes summary of data analysis, project criteria, recommendations and associated cost estimates, permitting overview, and environmental requirements. 90 hr. 145.00$ 13,050.00$
Senior Management BESST Oversee data analysis and preliminary report 20 hr. 180.00 $ 3,600.00$ Principal Geologist Review BESST Review data results and preliminary report 15 hr. 220.00 $ 3,300.00$ Subtotal #5 28,650.00$
65 % Draft Report BESST 65% Draft Progress Final Report Including all above task data and information 10 hr. 145.00$ 1,450.00$ 90 % Draft Report BESST 90% Draft Progress Final Report Including all above task data and information. 20 hr. 145.00$ 2,900.00$ 100% Final Report BESST 100% Complete Progress Final Report Including all above task data and information . Submitted in electronic (PDF), AutoCAD, and three (3) full size paper copies of all plans and specifications.
10 hr. 145.00$ 1,450.00$
Senior Management BESST Oversee final reporting 10 hr. 180.00 $ 1,800.00$ Principal Geologist ReviewBESST Review Final Report 5 hr. 220.00 $ 1,100.00$ Subtotal #6 8,700.00 $
Subtask 7a Optional BESST Inc. Services
Extra Profiling MobilizationsBESST Extra profiling crew and equipment mobilization between San Rafael, CA and 0 ea. 1,000.00$ -$ Extra Oversight MobilizationsBESST Extra Staff hydrogeologist mobilization between San Rafael, CA and project 0 ea. 700.00$ -$ Extra Profiling Per diem BESST Extra Food and lodging for profiling crew per day 0 day 500.00$ -$ Extra Oversight Per diemBESST Extra Food and lodging for staff hydrogeologist per day 0 day 250.00$ -$ Extra Injections BESST Extra Injection Depths 0 ea. 100.00$ -$ Extra Samples BESST Extra Groundwater Sample Depths 0 ea. 200.00$ -$ Extra Volume BESST Extra Groundwater Sample Liters at Each Point above 1L per sample set0 L 30.00$ -$ Extra Analytes BESST Extra Mass Balance Fee Per Analyte Per Well 0 ea. 400.00$ -$ Oil Lube Fee BESST Oil Lube Fee (Decon or Dispose of Tubing) 0 ft 2.50$ -$ Extra Toilet Rental BESST Rent and have portable toilet delivered to site 0 mo. 250.00$ -$ Staff Hydrogeologist OversightBESST Extra oversight by a staff hydrogeologist if needed 20 hr. 145.00$ 2,900.00$ Senior Management OversightBESST Extra management oversight if needed 15 hr. 180.00$ 2,700.00$ Principal Geologist OversightBESST Extra Oversight by BESST Principal Geologist if needed 10 hr. 220.00$ 2,200.00$ Field Standby BESST BESST Field Standby Rate 0 hr. 275.00$ -$ Optional Subtotal #7a 7,800.00$
Geological Cross Section
Analysis
BESST Well field cross sectional analysis which incorporates results of all above tasks. 1 ea. 25,000.00$ 25,000.00$ Miniaturized Video Survey BESST Miniaturized video survey for investigating well condition with pump installed0 ea. 1,200.00$ -$ Ambient Profiling Mobilization BESST Profiling crew and equipment mobilization between San Rafael, CA and project location for ambient (non pumping) aquifer test and chemistry profiling 1 ea. 1,000.00$ 1,000.00$
Ambient Flow and Water
Quality Survey
BESST Ambient flow and water quality testing services at well 21 and 22, Includes all equipment, mobilization, and per diem costs
2 ea. 15,500.00$ 31,000.00$
Ambient Flow and Water
Quality Preliminary Report
BESST Data analysis, and preliminary reporting for ambient (non-pumping) aquifer testing and chemistry profiling.
2 ea. 8,000.00$ 16,000.00$
VOC Duplicate Sampling BESST Flow through, bubble free sampling for VOC's using the patented PICO technology at Wells 5, 21, and 22 for all chemical profiling surveys. 3 ea. No Extra Cost -$
Optional Subtotal #7b 73,000.00$
Subtask 7b Optional Value Added BESST Inc. Services
Task 7- Optional Services
Task 6 - Final Report
Task 5 - Data Analysis and Preliminary Report
Task 4 - Chemistry Profiling
2 of 3
City Council Regular Meeting - Page 1209 of 1385
22-Aug-22
Noah Heller, MS PG Lic. # 5792 and Kim Miles, Senior Hydrogeologist Wells 5, 21, and 22
Mir T. Mattahi, MsCE, PE, Acting City Engineer, [email protected] Payment Terms: Net 30 George Cambero, [email protected] BESST INC
City of Lynwood, Public Works Department 50 Tiburon, Suite 7 11750 Alameda St. San Rafael, CA 94901
Lynwood, CA 90262 Office: 415.453.2501 / cell: 415.302.7354 (310)603-0220 [email protected]
Quotation For: Water Well Casing Inspection, Aquifer Flow Testing, and Water Quality Profiling: Scenario 1
Quotation Date:
City and State:
Phone:
Prepared by:
Well Names (s):
Client Contact(s):
Client Organization:
Street Address:
Oversight Mob/demob BESST Staff hydrogeologist mobilization between San Rafael, CA and project location 2 ea. 700.00$ 1,400.00$ Oversight Per Diem BESST Lodging, transportation, and meals for staff hydrogeologist 8 day 250.00$ 2,000.00$ CITM Oversight BESST Oversee CITM survey at Well 5 4 hr. 145.00$ 580.00$ Well Brushing Oversight BESST Oversee well brushing at Wells 5, 21, and 22 32 hr. 145.00$ 4,640.00$ Well Bailing Oversight BESST Oversee removal of brushed debris from well at wells 5, 21, and 2232 hr. 145.00$ 4,640.00$ Video Survey Oversight BESST Oversee post rehab video inspection and perform on-site evaluation of video for wells 5 , 21, and 22
12 hr. 145.00$ 1,740.00$
Senior Management BESST Oversee well rehabilitation 10 hr. 180.00$ 1,800.00$ Optional Subtotal #7c 16,800.00$
Subtask 7d Optional Subcontractor Services
Extra Laboratory Fees Eurofins Laboratory processing fees for additional water quality samples 0 ea. 565.00$ -$ Extra Laboratory Shipping Fee Eurofins Sample shipping to Eurofins 0 ea. 75.00$ - $ Ambient Chemistry Profile
Laboratory Fees
Eurofins Laboratory fees for up to 13 samples per well ($585 per sample set) for Ambient chemistry profiling at wells 5, 21, and 22. Includes methods 537.1, SM2540, 300.0, 200.8, 200.7 rev 4.4, 524.2, and SM 5310C. Standard processing of 10 business days per sample set.
39 ea. 585.00$ 22,815.00$
Laboratory Shipping Eurofins Laboratory sample shipping 3 ea. 75.00$ 225.00$ Pump Lowering ContingencyTCP Lower pump setting for Wells 21 and 22 if needed to engage full well screen1 ea. 12,000.00$ 12,000.00$ Extra Pump Service TCP Extra Standby Contingency For Two Personnel, and Crane. Prevailing wages apply.
20 hr. 460.00$ 9,200.00$
Subcontractor Admin BESST Administration for subcontracted services 1 ea. 5,309.00$ 5,309.00$ Optional Subtotal #7d 49,549.00$
Subtask 7e Well Rehabilitation
Pump Service Well 5 TCP Lift and shift for well 5 if needed for aquifer testing, includes additional discharge piping and pump house disassembly.
1 ea. 17,500.00$ 17,500.00$
Pump Service Well 5 TCP Pull and reinstall the existing well pump from Well #5 for Rehabilitation2 ea. 14,880.00$ 29,760.00$ EMT-24 (CITM) Survey Pacific SurveysEMT-24 Survey for CITM (Casing Inspection Thickness Measurement) analysis, 1000' minimum at Well 5. Includes: Casing Weight (lbs./ft), Electronic Caliper (Diameter in Inches), High Resolution Inductive Collar Locator, and Downhole Temperature and pressure.
1 ea. 3,110.00$ 3,110.00$
EMT-24 (CITM) Survey Pump
Service
TCP Crane or pump rig site and travel time to lift EMT-24 (CITM) survey equipment 20 feet or more directly over the well opening at Well 5. Includes up to 8 hours of operation per well.
1 ea. 2,520.00$ 2,520.00$
Well Brushing and BailingTCP Brush and bail Well 5 1 ea. 5,520.00$ 5,520.00$ Well Brushing and BailingTCP Brush and bail Well 21 1 ea. 8,130.00$ 8,130.00$ Well Brushing and BailingTCP Brush and bail Well 22 1 ea. 7,090.00$ 7,090.00$ Video Inspection TCP Video Survey after rehabilitation at Wells 5, 21, and 22 before pump install3 ea. 1,200.00$ 3,600.00$ Subcontractor Admin BESST Administration for subcontracted services 1 ea. 9,268.00$ 9,268.00$ Optional Subtotal #7e 86,498.00$
BESST Services BESST Subtotal 1 ea. 153,680.00$ 153,680.00$ Optional BESST Services BESST Optional Subtotal 1 ea. 97,600.00 $ 97,600.00$ Subcontracting ServicesSubcontractingSubtotal 1 ea. 159,825.00$ 159,825.00$ Optional Subcontracting
Services
SubcontractingOptional Subtotal 1 ea. 136,047.00 $ 136,047.00$ 313,505.00$
547,152.00$
Client Purchase Order Number_____________________________________ Client Name_____________________________________________________ Client Signature____________________________________________________Date__________________________ Subtask 7c Optional Rehabilitation Oversight
TOTAL - All Options
TOTAL - No Options
Subtotal Summary
3 of 3
City Council Regular Meeting - Page 1210 of 1385
22-Aug-22
Noah Heller, MS PG Lic. # 5792 and Kim Miles, Senior Hydrogeologist Wells 5, 21, and 22
Mir T. Mattahi, MsCE, PE, Acting City Engineer, [email protected] Payment Terms: Net 30 George Cambero, [email protected] BESST INC
City of Lynwood, Public Works Department 50 Tiburon, Suite 7 11750 Alameda St. San Rafael, CA 94901
Lynwood, CA 90262 Office: 415.453.2501 / cell: 415.302.7354 (310)603-0220 [email protected]
Task Performed by Description Q Unit Price Total
Planning BESST Meetings, and communication etc. 40 hr. 145.00$ 5,800.00$ Data Review BESST Review well report and records 50 hr. 145.00$ 7,250.00$ Permitting BESST Environmental permitting acquisition 8 hr. 145.00$ 1,160.00$ Work Plan BESST Detailed description of work to be performed for all proposed tasks40 hr. 145.00$ 5,800.00$ Senior Management BESST Planning oversight 10 hr. 180.00$ 1,800.00$ Subtotal #1 21,810.00$
Subtask 2a BESST Inc. Services
BESST Oversight Mob/demobBESST Mobilization for staff hydrogeologist oversight once per week 2 ea. 700.00$ 1,400.00$ Oversight Per Diem BESST Lodging, meals, and transportation for staff hydrogeologist 10 days 250.00$ 2,500.00$ Site Inspection BESST Site assessment for aquifer testing at wells 21 and 22 8 hr. 145.00$ 1,160.00$ Access Survey BESST Downhole access survey for aquifer testing and chemistry profiling at Well 5, includes site assessment and materials
1 ea. 1,300.00$ 1,300.00$
CITM Oversight BESST Casing Investigation Thickness Measurement survey (CITM) oversight at wells 5, 21, and 22
12 hr. 145.00$ 1,740.00$
Video Survey Oversight BESST Video inspection oversight and perform on-site evaluation of video for Wells 5, 21, and 22
12 hr. 145.00$ 1,740.00$
Access Survey ReportingBESST Site Inspection and access survey technical memo for Wells 5, 21, and 2212 hr. 145.00$ 1,740.00$ Subcontracted Video Reporting BESSTVideo survey technical memo and interpretation of results for Wells 5, 21, and 2212 hr. 145.00$ 1,740.00$ CITM Survey InterpretationBESST CITM technical memo and interpretation of results for Wells 5, 21 and 22 12 hr. 145.00$ 1,740.00$ Senior Management BESST Oversee well inspection field services and reporting for Wells 5, 21, and 22 8 hr. 180.00$ 1,440.00$ Principal Geologist ReviewBESST Access survey, video, and CITM survey reporting 5 hr. 220.00 $ 1,100.00$ Subtotal #2a 17,600.00$
Subtask 2b Subcontractor Services
Video Survey Tri County PumpPre Rehabilitation Video Survey at Wells 5, 21 and 22 3 ea. 1,200.00$ 3,600.00$ Pump Service Well 5 Tri County PumpDeconstruct pump house at Well 5 1 ea. 16,580.00$ 16,580.00$ EMT-24 (CITM) Survey Pacific SurveysEMT-24 Survey for CITM (Casing Inspection Thickness Measurement) analysis, 1000' minimum at Wells 5, 21 and 22. Includes: Casing Weight (lbs./ft), Electronic Caliper (Diameter in Inches), High Resolution Inductive Collar Locator, and Downhole Temperature and pressure.
3 ea. 3,110.00$ 9,330.00$
EMT-24 (CITM) Survey Crane
Service
Tri County PumpCrane rig site and travel time to lift EMT-24 (CITM) survey equipment 20 feet or more directly over the well opening for Wells 21, and 22. Includes up to 8 hours of operation per well.
3 ea. 2,520.00$ 7,560.00$
Subcontractor Admin BESST Administration for subcontracted services 1 ea. 4,449.00$ 4,449.00$ Subtotal #2b 41,519.00$
Oversight Mob/demob BESST Staff hydrogeologist mobilization between San Rafael, CA and project location 2 ea. 700.00$ 1,400.00$ Well Brushing Oversight BESST Oversee well brushing at Wells 5, 21, and 22 32 hr. 145.00$ 4,640.00$ Well Bailing Oversight BESST Oversee removal of brushed debris from well at wells 5, 21, and 2232 hr. 145.00$ 4,640.00$ Video Survey Oversight BESST Oversee post rehab video inspection and perform on-site evaluation of video for wells 5 , 21, and 22
12 hr. 145.00$ 1,740.00$
Senior Management BESST Oversee well rehabilitation 10 hr. 180.00$ 1,800.00$ Optional Subtotal #3a 14,220.00$
Subtask 3b Subcontractor Services
Pump Service Well 5 Tri County PumpPull and reinstall the existing well pump from Well #5 for Rehabilitation2 ea. 14,880.00$ 29,760.00$ Well Brushing and BailingTri County PumpBrush and bail Well 5 1 ea. 5,520.00$ 5,520.00$ Well Brushing and BailingTri County PumpBrush and bail Well 21 1 ea. 8,130.00$ 8,130.00$ Well Brushing and BailingTri County PumpBrush and bail Well 22 1 ea. 7,090.00$ 7,090.00$ Video Inspection Tri County PumpVideo Survey after rehabilitation at Wells 5, 21, and 22 before pump install3 ea. 1,200.00$ 3,600.00$ Subcontractor Admin BESST Administration for subcontracted services 1 ea. 6,492.00$ 6,492.00$ Optional Subtotal #3b 60,592.00$
Subtask 3a BESST Inc. Services
Task 3 - Well Rehabilitation
Street Address:
City and State:
Phone:
Task 1 - Planning
Task 2 - Well Inspection: Pump Pulled and Re-Installed in Well 5 for Rehabilitation Quotation For: Water Well Casing Inspection, Aquifer Flow Testing, and Water Quality Profiling: Scenario 2
Quotation Date:
Prepared by:
Well Names (s):
Client Contact(s):
Client Organization:
1 of 3
City Council Regular Meeting - Page 1211 of 1385
22-Aug-22
Noah Heller, MS PG Lic. # 5792 and Kim Miles, Senior Hydrogeologist Wells 5, 21, and 22
Mir T. Mattahi, MsCE, PE, Acting City Engineer, [email protected] Payment Terms: Net 30 George Cambero, [email protected] BESST INC
City of Lynwood, Public Works Department 50 Tiburon, Suite 7 11750 Alameda St. San Rafael, CA 94901
Lynwood, CA 90262 Office: 415.453.2501 / cell: 415.302.7354 (310)603-0220 [email protected]
Street Address:
City and State:
Phone:
Quotation For: Water Well Casing Inspection, Aquifer Flow Testing, and Water Quality Profiling: Scenario 2
Quotation Date:
Prepared by:
Well Names (s):
Client Contact(s):
Client Organization:
Subtask 4a BESST Inc. Services
Oversight Mob/demob BESST Mobilization for BESST oversight 2 ea. 700.00$ 1,400.00$ Oversight Per Diem BESST Lodging, transportation, and meals for staff hydrogeologist 10 day 250.00$ 2,500.00$ Pump Service Oversight BESST Overseeing installation and removal of test pump in wells 21 and 22. Includes 2 days for install and 2 days for removal for each well.
64 hr. 145.00$ 9,280.00$
BESST Profiling Mob/demob BESST Mobilization and demobilization for 2 staff hydrogeologists to conduct aquifer testing & chemistry profiling (each mobilization includes travel to and from San Rafael, CA, 1 day aquifer test , 1 day chemistry profiling) 3 ea. 1,000.00$ 3,000.00$
Profiling Per Diem BESST Lodging, transportation, and meals for two staff hydrogeologists 12 day 500.00$ 6,000.00$ System Setup BESST System Setup 3 ea. 1,000.00$ 3,000.00$ Dynamic Flow BESST Dynamic Flow Survey (up to 20 injection depths). Optional injection points may be recommended based on the initial flow data and the length of the well screen. 3 ea. 7,750.00$ 23,250.00$
Toilet Rental BESST Rent and have portable toilet delivered to site. Rate per toilet. 2 mo. 250.00$ 500.00$ Generator Rental BESST Required if AC power not available on site 6 day 100.00$ 600.00$ Transducer Rental BESST Install transducer to monitor water level during aquifer testing and chemistry profiling. Inlcudes up to 2 months of monitoring.
1 ea. 2,700.00$ 2,700.00$
Senior Management BESST Oversee aquifer testing 5 hr. 180.00 $ 900.00$ Subtotal #4a 53,130.00$
Subtask 4b Subcontractor Services
Pump Service Well 21 & 22Tri County PumpFurnish, install, and remove a 1000 gpm test pump for aquifer testing and chemistry profiling. Includes 80 hours of operation for each well. 2 ea. 53,000.00$ 106,000.00$
Subcontractor Admin BESST Administration for subcontracted services 1 ea. 12,720.00$ 12,720.00$ Subtotal #4b 118,720.00$
Subtask 5a BESST Inc. Services
Water Quality Sampling BESST Dynamic Groundwater Sampling Survey (up to 13, 1-liter samples per well with HydroBooster Pump, 10 depth dependent, 1 duplicate, and 2 wellhead). Optional groundwater sampling depths may be recommended based on the initial flow data and the length of the well screen. Does not include laboratory costs. 3 ea. 7,750.00$ 23,250.00$
Multi Water Parameter MeterBESST Water quality multi parameter meter flow through cell rental 2 mo. 1,120.00$ 2,240.00$ Senior Management BESST Oversee chemistry profiling 5 hr. 180.00$ 900.00$ Subtotal #5a 26,390.00$
Subtask 5b Subcontractor Services
Laboratory Fees Eurofins Laboratory fees for up to 13 samples per well ($585 per sample set and $75 shipping per well). Includes methods 537.1, SM2540, 300.0, 200.8, 200.7 rev 4.4, 524.2, and SM 5310C. Standard processing of 10 business days per sample set. 39 ea. 585.00$ 22,815.00$
Shipping Eurofins Laboratory sample shipping 3 ea. 75.00 $ 225.00$ Subcontractor Admin BESST Administration for subcontracted services 1 ea. 2,765.00$ 2,765.00$ Subtotal #5b 25,805.00$
Data Analysis BESST Data analysis for aquifer testing and chemistry profiling for Wells 5, 21, and 2260 hr. 145.00$ 8,700.00$ Preliminary Report BESST Detailed Dynamic Flow and Mass Balance Report for Wells 5, 21, and 22:
Includes summary of data analysis, project criteria, recommendations and associated cost estimates, permitting overview, and environmental requirements. 90 hr. 145.00$ 13,050.00$
Senior Management BESST Oversee data analysis and preliminary report 20 hr. 180.00 $ 3,600.00$ Principal Geologist Review BESST Review data results and preliminary report 15 hr. 220.00 $ 3,300.00$ Subtotal #6 28,650.00$
65 % Draft Report BESST 65% Draft Progress Final Report Including all above task data and information 10 hr. 145.00$ 1,450.00$ 90 % Draft Report BESST 90% Draft Progress Final Report Including all above task data and information. 20 hr. 145.00$ 2,900.00$ 100% Final Report BESST 100% Complete Progress Final Report Including all above task data and information . Submitted in electronic (PDF), AutoCAD, and three (3) full size paper copies of all plans and specifications.
10 hr. 145.00$ 1,450.00$
Senior Management BESST Oversee final reporting 10 hr. 180.00 $ 1,800.00$ Principal Geologist ReviewBESST Review Final Report 5 hr. 220.00 $ 1,100.00$ Subtotal #7 8,700.00 $
Task 5 - Chemistry Profiling
Task 6 - Data Analysis and Preliminary Report
Task 7 - Final Report
Task 4 - Aquifer Testing
2 of 3
City Council Regular Meeting - Page 1212 of 1385
22-Aug-22
Noah Heller, MS PG Lic. # 5792 and Kim Miles, Senior Hydrogeologist Wells 5, 21, and 22
Mir T. Mattahi, MsCE, PE, Acting City Engineer, [email protected] Payment Terms: Net 30 George Cambero, [email protected] BESST INC
City of Lynwood, Public Works Department 50 Tiburon, Suite 7 11750 Alameda St. San Rafael, CA 94901
Lynwood, CA 90262 Office: 415.453.2501 / cell: 415.302.7354 (310)603-0220 [email protected]
Street Address:
City and State:
Phone:
Quotation For: Water Well Casing Inspection, Aquifer Flow Testing, and Water Quality Profiling: Scenario 2
Quotation Date:
Prepared by:
Well Names (s):
Client Contact(s):
Client Organization:
Subtask 8a Optional BESST Inc. Services
Extra Profiling MobilizationsBESST Extra profiling crew and equipment mobilization between San Rafael, CA and 0 ea. 1,000.00$ -$ Extra Oversight MobilizationsBESST Extra Staff hydrogeologist mobilization between San Rafael, CA and project 0 ea. 700.00$ -$ Extra Profiling Per diem BESST Extra Food and lodging for profiling crew per day 0 day 500.00$ -$ Extra Oversight Per diemBESST Extra Food and lodging for staff hydrogeologist per day 0 day 250.00$ -$ Extra Injections BESST Extra Injection Depths 0 ea. 100.00$ -$ Extra Samples BESST Extra Groundwater Sample Depths 0 ea. 200.00$ -$ Extra Volume BESST Extra Groundwater Sample Liters at Each Point above 1L per sample set0 L 30.00$ -$ Extra Analytes BESST Extra Mass Balance Fee Per Analyte Per Well 0 ea. 400.00$ -$ Oil Lube Fee BESST Oil Lube Fee (Decon or Dispose of Tubing) 0 ft 2.50$ -$ Extra Toilet Rental BESST Rent and have portable toilet delivered to site 0 mo. 250.00$ -$ Staff Hydrogeologist OversightBESST Extra oversight by a staff hydrogeologist if needed 20 hr. 145.00$ 2,900.00$ Senior Management OversightBESST Extra management oversight if needed 15 hr. 180.00$ 2,700.00$ Principal Geologist OversightBESST Extra Oversight by BESST Principal Geologist if needed 10 hr. 220.00$ 2,200.00$ Field Standby BESST BESST Field Standby Rate 0 hr. 275.00$ -$ Optional Subtotal #8a 7,800.00$
Geological Cross Section
Analysis
BESST Well field cross sectional analysis which incorporates results of all above tasks. 1 ea. 25,000.00$ 25,000.00$ Miniaturized Video Survey BESST Miniaturized video survey for investigating well condition with pump installed0 ea. 1,200.00$ -$ Ambient Profiling Mobilization BESST Profiling crew and equipment mobilization between San Rafael, CA and project location for ambient (non pumping) aquifer test and chemistry profiling 1 ea. 1,000.00$ 1,000.00$
Ambient Flow and Water
Quality Survey
BESST Ambient flow and water quality testing services at well 21 and 22, Includes all equipment, mobilization, and per diem costs
2 ea. 15,500.00$ 31,000.00$
Ambient Flow and Water
Quality Preliminary Report
BESST Data analysis, and preliminary reporting for ambient (non-pumping) aquifer testing and chemistry profiling.
2 ea. 8,000.00$ 16,000.00$
VOC Duplicate Sampling BESST Flow through, bubble free sampling for VOC's using the patented PICO technology at Wells 5, 21, and 22 for all chemical profiling surveys. 3 ea. No Extra Cost -$
Optional Subtotal #8b 73,000.00$
Subtask 8c Optional Subcontractor Services
Extra Laboratory Fees Eurofins Laboratory processing fees for additional water quality samples 0 ea. 565.00$ -$ Extra Laboratory Shipping Fee Eurofins Sample shipping to Eurofins 0 ea. 75.00$ - $ Ambient Chemistry Profile
Laboratory Fees
Eurofins Laboratory fees for up to 13 samples per well ($585 per sample set) for Ambient chemistry profiling at wells 5, 21, and 22. Includes methods 537.1, SM2540, 300.0, 200.8, 200.7 rev 4.4, 524.2, and SM 5310C. Standard processing of 10 business days per sample set.
39 ea. 585.00$ 22,815.00$
Laboratory Shipping Eurofins Laboratory sample shipping 3 ea. 75.00$ 225.00$ Pump Service Well 5 Tri County PumpLift and shift for well 5 if needed for aquifer testing, includes additional discharge piping and pump house disassembly.
1 ea. 17,500.00$ 17,500.00$
Pump Lowering ContingencyTri County PumpLower pump setting for Wells 21 and 22 if needed to engage full well screen1 ea. 12,000.00$ 12,000.00$ Extra Pump Service Tri County PumpExtra Standby Contingency For Two Personnel, and Crane. Prevailing wages apply.
20 hr. 460.00$ 9,200.00$
Subcontractor Admin BESST Administration for subcontracted services 1 ea. 7,409.00$ 7,409.00$ Optional Subtotal #8c 69,149.00$
BESST Services BESST Subtotal 1 ea. 156,280.00$ 156,280.00$ Optional BESST Services BESST Optional Subtotal 1 ea. 80,800.00 $ 80,800.00$ Subcontracting ServicesSubcontractingSubtotal 1 ea. 246,636.00$ 246,636.00$ Optional Subcontracting
Services
SubcontractingOptional Subtotal 1 ea. 69,149.00 $ 69,149.00$ 402,916.00$
552,865.00$
Client Purchase Order Number_____________________________________ Client Name_____________________________________________________ Client Signature____________________________________________________Date__________________________ Subtotal Summary
TOTAL - No Options
TOTAL - All Options
Task 8 Optional Services
Subtask 8b Optional Value Added BESST Inc. Services
3 of 3
City Council Regular Meeting - Page 1213 of 1385
1 PROFESSIONAL SERVICES AGREEMENT
This agreement (“Agreement”) is made as of [Insert month and date] ____, [Insert Year] by and between the City of Lynwood , a municipal corporation ("City") and_______________ (“Consultant”). City and Consultant are sometimes hereinafter individually referred to as a “Party” and collectively referred to as the “Parties.”
R E C I T A L S
WHEREAS, City desires to utilize the services of Consultant as an independent contractor to [insert brief description of work] as set forth in the Scope of Services attached hereto as Exhibit A; and
WHEREAS, Consultant represents that it is fully qualified to perform such consulting services by virtue of its experience and the training, education and expertise of its principals and employees.
NOW, THEREFORE, in consideration of performance by the parties of the covenants and conditions herein contained, the parties hereto agree as follows:
1. Company's Scope of Services. The nature and scope of the specific services to be performed by Consultant are as described in Exhibit A.
2. Term of Agreement. This Agreement shall commence on [Insert month and date], [Insert year] (the “Commencement Date”) and shall remain and continue in effect until tasks described in Exhibit A are completed, but in no event later than [Insert Date], unless sooner terminated pursuant to the provisions of this Agreement.
3. Compensation.
A. City agrees to compensate Consultant for services under this Agreement in compliance with the schedule set forth in Exhibit A. Consultant shall submit proper monthly invoices in the form and manner specified by City. Each invoice shall include a monthly breakdown of all monthly services performed together with the hours spent on each service. Consultant shall maintain appropriate and necessary documentation supporting the monthly i nvoices detailing the type of service provided. It shall be available for review by the City at all reasonable times upon request.
B. Total payment to Consultant pursuant to this Agreement shall not exceed ______________________________.
C. If at the request of the City, Consultant is required to incur out of pocket expenses (including but not limited to, out-of-town travel and lodging) which are above and beyond the ordinary expenses associated with performance of this Agreement, Consultant shall be entitled to reimbursement of such expenses. Consultant shall only be reimbursed for those expenses which: (I) appear on Consultant’s monthly invoices; (II) are accompanied by a copy of the City’s written authorization for Consultant to incur such expenses; and (III) receipts documenting such expenses.
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2 4. General Terms and Conditions. The General Terms and Conditions set forth in Exhibit B are incorporated as part of this Agreement. In the event of any inconsistency between the General Terms and Conditions and any other exhibit to this Agreement, the General Terms and Conditions shall control unless it is clear from the context that both parties intend the provisions of the other exhibit(s) to control.
5. Addresses.
City of Lynwood
City of Lynwood
11330 Bullis Road
Lynwood, CA 90262
Attn: Jose Ometeotl, City Manager
Company
[Insert Selected Consulting Firm]
Attn: [Insert Contact Name]
6. Exhibits. All exhibits referred to in this Agreement are listed here and are incorporated and made part of this Agreement by this reference.
Exhibit A – Scope of Work/Services and Compensation Schedule Exhibit B – General Terms and Conditions
SIGNATURES ON FOLLOWING PAGE
IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates written below.
CITY
CITY OF LYNWOOD
By: ______________________________ ______________________ Mayor Date
CONSULTANT
[Insert Consultant Name]
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3 By: _______________________________ ________________________ [Insert Consultant Name] Date
ATTEST:
By: ______________________________ ________________________ City Clerk Date
APPROVED AS TO FORM:
By: ______________________________ ________________________ City Attorney Date
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4 EXHIBIT A
SCOPE OF WORK/SERVICES
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EXHIBIT B
GENERAL TERMS AND CONDITIONS
1. Status as Independent Contractor.
A. Consultant is, and shall at all times remain as to City, an independent contractor.
Consultant shall have no power to incur any debt, obligation, or liability on behalf of the City of Lynwood or otherwise act on behalf of Lynwood as an agent. Neither the City of Lynwood nor any of its agents shall have control over the conduct of Consultant or any of Consultant’s employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of the City of Lynwood.
B. Consultant agrees to pay all required taxes on amounts paid to Consultant under this Agreement, and to indemnify and hold City harmless from any and all taxes, assessments, penalties, and interests asserted against City by reason of the independent Consultant relationship created by this Agreement. In the event that City is audited by any Federal or State agency regarding the independent status of Consultant and the audit in any way fails to sustain the validity of an independent Consultant relationship between City and Consultant, then Consultant agrees to reimburse City for all costs, including accounting and attorney's fees, arising out of such audit and any appeals relating thereto.
C. Consultant shall fully comply with the workers' compensation law regarding Consultant and Consultant’s employees. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with applicable w orker's compensation laws. City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant’s failure to promptly pay to City any reimbursement or indemnification arising under this Section 1.
D. Consultant represents to the City, and City relies on Consultant’s representations, that Consultant shall serve solely in the capacity of an independent contractor to the City. Neither the City nor any of it s agents will have control over the conduct of Consultant or any of Consultant’s employees, except as otherwise set forth in the Agreement. Consultant may not, at any time or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of the City. The City has no duty, obligation, or responsibility to the Consultant’s agents or employees, including the Affordable Care Act coverage requirements. Consultant is solely responsible for any tax penalties associated with the failure to offer affordable coverage to its agents and employees under the Affordable Care Act with respect to Consultant’s agents and employees. Consultant warrants and represents that the City will not be responsible and will not be held liable fo r issues related to Consultant’s status as an independent contractor, including Consultant’s failure to comply with Consultant’s duties, obligations, and responsibilities under the Affordable Care Act. Consultant further agrees to defend, indemnify, and ho ld the City harmless for any and all taxes, claims, and penalties against the City related to Consultant’s obligations under the Affordable Care Act.
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2. Standard of Performance
Consultant shall perform all work to the highest professional standards and in a manner satisfactory to the City Manager or his/her designee. No additional or different tasks or services shall be performed by Consultant other than those specified in Exhibit A.
3. Indemnification.
A. Consultant is skilled in the professional calling necessary to perform the services and duties agreed to be performed under this Agreement, and City is relying upon the skill and knowledge of Consultant to perform said services and duties.
B. City and its respective elected and appointed boards, officials, officers, agents, employees and volunteers (individually and collectively, "Indemnities") shall have no liability to Consultant or any other person for, and Consultant shall indemnify, defend, protect and hold harmless Indemnities from and against, any and all liabilities, claims, actions, causes of action, proceedings, suits, damages, judgments, liens, levies, costs and expenses of whatever nature, including reasonable attorneys' fees and disbursements (collectively "Claims"), which Indemnities may suffer or incur or to which Indemnities may become subject by reason of or arising out of any injury to or death of any person(s), damage to property, loss of use of property, economic loss or other loss occurring as a result of or allegedly caused by Consultant’s performance of or failure to perform any services under this Agreement or by the negligent or willful acts or omissions of Consultant, its agents, officers, directors, subcontractor, sub consultant or employees, committed in performing any of the services under this Agreement. Notwithstanding the foregoing, the provisions of this subsection shall not apply to Claims occurring as a result of the City’s sole negligence or willful acts or omissions.
C. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth in this Section from each and every subcontractor, sub consultant or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. In the event Consultant fails to obtain such indemnity obligations from others as required in this Section, Consultant agrees to be fully responsible according to the terms of th is Section. Failure of the City to monitor compliance with these requirements imposes no additional obligations on City and will in no way serve as a waiver of any rights hereunder. This obligation to indemnify and defend Indemnities as set forth herein shall survive the termination of this Agreement and is in addition to any rights which City may have under the law. This indemnity is effective without reference to the existence or applicability of any insurance coverage which may have been required under this Agreement or any additional insured endorsements which may extend to City.
4. Insurance.
A. Without limiting Consultant’s indemnification of Indemnities pursuant to Section 3 of this Agreement, Consultant shall obtain and provide and maintain at its own expense during the term of this Agreement the types and amounts of insurance as described below:
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(I) Consultant shall maintain Commercial General Liability Insurance with coverage at least as broad as Insurance Services Office Commercial General Liability Form CG 00 01 in an amount not less than $2,000,000 per occurrence, $4,000,000 general aggregate, for bodily injury, personal injury, and property damage. Defense costs must be paid in addition to limits. There shall be no cross- liability exclusion for claims or suits by one insured against another. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(II) Consultant shall maintain Business Auto Coverage on ISO Business Auto Coverage Form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non -owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
(III) Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance with on a state approved policy form providing statutory benefits as required by law with employer’s liability limits no less t han $1,000,000 per accident for all covered losses;
(IV) Consultant shall maintain Professional Liability or Errors and Omissions Insurance that covers the services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate.
Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after comp letion of the services required by this Agreement.
B. City, its officers, officials, employees, and volunteers shall be named as additional insureds on the policy(ies) as to commercial general liability and automotive liability.
C. All insurance polici es shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
D. All insurance policies shall provide that the insurance coverage shall not be non- renewed, canceled, reduced, or otherwise modified (except through the addition of additional insureds to the policy) by the insurance carrier without the insurance carrier giving City thirty (30) days' prior written notice thereof. Any such thirty (30) day notice shall be submitted to CITY via certified mail, return receipt requested, addressed to “Director of Human Resources & Risk Management,” City of Lynwood, 11330 Bullis Road, Lynwood, California, 90262. Consultant agrees that it will not cancel, reduce, or otherwise modify said insurance coverage.
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E. Consultant shall submit to City (I) insurance certificates indicating compliance with the minimum worker's compensation insurance requirements above, and (II) insurance policy endorsements indicating compliance with all other minimum insurance requirements above, not less than one (1) day prior to beginning of performance under this Agreement.
Endorsements shall be executed on City’s appropriate standard forms entitled "Additional Insured Endorsement".
F. Consultant’s insurance shall be primary as respects the City, its officers, officials, employees, and volunteers. Any insurance or self -insurance maintained by the City, its officers, officials, employees and volunteers shall be excess of Consultant’s insurance and shall not contribute with it.
G. Consultant agrees that if it does not keep the aforesaid insurance in full force and effect, and such insurance is available at a reasonable cost. City may take out the necessary insurance and pay the premium thereon, and the repayment thereof shall be deemed an obligation of Consultant’s and the cost of such insurance may be deducted, at the option of City, from payments due Consultant.
5. Release of Information/Confidentiality.
A. Consultant in the course of its duties may have access to confidential data of City, private individuals, or employees of the City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant, its officers, employees, agents, or subconsultants, shall not without written authorization from the City Manager, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena. Consultant’s covenant under this section shall survive the termination of this Agreement.
B. Consultant shall promptly notify City should Consultant, its officers, employees, agents, or subconsultants be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request, court order, or subpoena from any person or party regarding this Agreement and the work performed thereunder. City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar proceeding. Consultant agrees to cooperate fully with City and to provide the opportunity to review any response to discovery requests provided by Consultant. However, City's right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response
6. Ownership of Work Product.
A. Consultant shall maintain complete and accurate records with respect to City Council Regular Meeting - Page 1221 of 1385
sales, costs, expenses, receipts, and other such information required by the City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of the City or its designees at reasonable times to such books and records; shall give the City the right to examine and audit said books and records; shall permit the City to make transcripts therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment.
B. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the City and may be used, reused, or otherwise disposed of by the City without the permission of t he Consultant. With respect to computer files, Consultant shall make available to the City, at the Consultant's office and upon reasonable written request by the City, the necessary computer software and hardware for purposes of accessing, compiling, transferring, and printing computer files.
7. Conflict of Interest.
A. Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by Consultant under t his Agreement, or which would conflict in any manner with the performance of its services hereunder. Consultant further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Consultant shall avoid the appearance of having any interest which would conflict in any manner with the performance of its services pursuant to this Agreement.
B. Consultant covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of services to City as a result of the performance of this Agreement, or the services that may be procured by the City as a result of the recommendations made by Consultant’s covenants under this section shall survive the termination of this Agreement.
8. Termination. Notwithstanding any other provision, this Agreement may be duly terminated at any time by the City at its sole discretion with or without cause by serving upon the consultant at least ten (10) days prior written notice ( “Notice of Termination”).
Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. Unless expressly agreed upon in writing by the City, the City shall not be obligated to pay for any services rendered nor any costs or expenses paid or incurred after the date of termination. The effective date of termination shall be upon the date specified in the written Notice of Termination. Consultant agrees that in the event of such termination, Consultant must refund the City its prorated share, except for services satisfactorily rendered prior to the effective date of termination. Immediately City Council Regular Meeting - Page 1222 of 1385
upon receiving written Notice of Termination, Consultant shall discontinue performing services, preserve the product of the services and upon payment for services, turn over to City the product of the services in accordance with written instructions of City.
In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City.
9. Personnel. Consultant represents that it has, or will secure at its own expense, all personnel required to perform the services under this Agreement. All of the services required under this Agreement will be performed by Consultant or under its supervision, and all personnel engaged in the work shall be qualified to perform such services. Consultant reserves the right to determine the assignment of its own employees to the performance of Consultant’s services under this Agreement, but City reserves the right, for good cause, to require Consultant to exclude any employee from performing services on City's premises.
10. Non-Discrimination and Equal Employment Opportunity.
A. Consultant shall not discriminate as to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation, in the performance of its services and duties pursuant to this Agreement and will comply with all rules and regulations of City relating thereto. Such nondiscrimination shall include but not be limited to the following: employment, upgrading, demotion, transfers, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship.
B. Consultant will, in all solicitations or advertisements for employees placed by or on behalf of Consultant state either that it is an eq ual opportunity employer or that all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation.
C. Consultant will cause the foregoing provisions to be inserted in all subcontracts for any work covered by this Agreement except contracts or subcontracts for standard commercial supplies or raw materials.
11. Assignment. Consultant shall not assign or transfer any interest in this Agreement nor the performance of any of Consultant obligations hereunder, without the prior written consent of City, and any attempt by Consultant to assign this Agreement or any rights, duties, or obligations arising hereunder shall be void and of no effect.
12. Performance Evaluation. For any Agreement in effect for twelve months or longer, the City Manager may require a written annual administrative performance evaluation within ninety (90) days of the first anniversary of the effective date of this Agreement, and each year thereafter throughout the term of this Agreement. The work product required by this Agreement shall be utilized as the basis for review, and any comments or complaints received by City during the review period, either orally or in writing, shall be considered.
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City shall meet with Consultant prior to preparing the written report. If any noncompliance with the Agreement is found, City may direct Consultant to correct the inadequacies, or, in the alternative, may terminate this Agreement as provided herein.
13. Compliance with Laws. Consultant shall keep itself informed of State, Federal and Local laws, ordinances, codes and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement.
Consultant shall at all times comply with such laws, ordinances, codes and regulations. The City, its officers and employees shall not be liable at law or in equity occasioned by failure of Consultant to comply with this Section.
14. Licenses. At all times during the term of this Agreement, Consultant shall have in full force and effect all licenses (including a City business license) required of it by law for performance of the services hereunder.
15. Non-Waiver of Terms, Rights and Remedies. Waiver by either party of any one or more of the conditions of performance under this Agreement shall not be a waiver of any other condition of performance under this Agreement. In no event shall the making by City of any payment to Consultant constitute or be construed as a waiver by City of any breach of covenant, or any default which may then exist on the part of Consultant, and the making of any such payment by City shall in no w ay impair or prejudice any right or remedy available to City with regard to such breach or default.
16. Attorney's Fees. In the event that either party to this Agreement shall commence any legal or equitable action or proceeding to enforce or interpret t he provisions of this Agreement, the prevailing party in such action or proceeding shall be entitled to recover its costs of suit, including reasonable attorney's fees and costs, including costs of expert witnesses and Consultant.
17. Notices. Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on (a) the day of delivery if delivered by hand during Consultant regular business hours or by facsimile before or during Consultant regular business hours; or (b) on the third business day following deposit in the United States mail, postage prepaid, to the addresses heretofore set forth in the Agreement, or to such other addresses as the parties may, from time to time, designate in writing pursuant to the provisions of this section.
18. Governing Law. This Agreement shall be construed and interpreted both as to validity and to performance of the Parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California. However, the Parties may agree to submit any dispute to non -binding arbitration.
19. Counterparts. This Agreement may be e xecuted in any number of counterparts, each of which shall be deemed to be the original, and all of which together shall constitute one and the same instrument.
20. Severability. If any provision or any part of any provision of this Agreement is found City Council Regular Meeting - Page 1224 of 1385
to be invalid or unenforceable, the balance of this Agreement shall remain in full force and effect.
21. Entire Agreement. This Agreement, and any other documents incorporated herein by specific reference, represents the entire and integrated agreement between Consultant and City. This Agreement supersedes all prior oral or written negotiations, representations or agreements. This Agreement may not be amended, nor any provision or breach hereof waived, except in a writing signed by the Parties which expressly refers to this Agreement.
Amendments on behalf of the City will only be valid if signed by the Mayor and attested by the City Clerk.
22. Authority. The person or persons executing this Agreement on behalf of Consultant warrants and represents that he/she has the authority to execute this Agreement on behalf of Consultant and has the authority to bind Consultant to the performance of its obligations hereunder.
23. Force Majeure. A Party’s performance of any obligation under this Agreement shall be suspended if, and to the extent that, the Party is unable to perform because of any event of Force Majeure. In any such event, the Party unable to perform shall be required to resume performance of its obligations under this Agreement upon the termination o f the event or cause that excused performance hereunder. “Force Majeure” herein means an event which is beyond the reasonable control of a Party, including without limitation, (a) acts of God including flood, fire, earthquake, hurricane or explosion, pande mic; (b) war, invasion, hostilities (whether war is declared or not), terrorist threats or acts, riot or other civil unrest; (c) government order or law that prevents either Party from performing its obligations as set forth in this Agreement; (d) actions, embargoes or blockades in effect on or after the date of this Agreement; (e) action by any governmental authority that prevents either Party from performing its obligations as set forth in this Agreement; (f) national or regional emergency; (g) strikes, labor stoppages or slowdowns or other industrial disturbances, other than those involving the affected parties employees; (h) shortage of adequate power or transportation facilities.
Neither Party shall be liable for any delay or default in, or failure of, performance resulting from or arising out of any Force Majeure event, and no such delay, default in, or failure of performance shall constitute a breach by either Party hereunder. Where a Force Majeure event gives rise to a failure or delay in either P arty performing its obligations under this Agreement (other than obligations to make payment), those obligations will be suspended for the duration of the Force Majeure event. A Party who becomes aware of a Force Majeure event which gives rise to, or whic h is likely to give rise to, any failure or delay in performing its obligations under this Agreement, will forthwith notify the other and inform the other of the period for which it is estimated that such failure or delay will continue. The affected Party shall take reasonable steps to mitigate the effects of the Force Majeure event.
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Agenda Item # 22.
AGENDA STAFF REPORT
DATE: December 20, 2022
TO: Honorable Mayor and Members of the City Council
APPROVED BY: Ernie Hernandez, City Manager
PREPARED BY: Ernie Hernandez, City Manager
SUBJECT: AMENDMENT OF VARIOUS CITY CONTRACTS EXTENDING THE TERMS OF THEAGREEMENTS Recommendation:
Staff recommends that the City Council adopt the attached resolution entitled, “A RESOLUTION OF THE CITYCOUNCIL OF THE CITY OF LYNWOOD AUTHORIZING THE APPROVAL OF AMENDMENTS TOVARIOUS CITY CONTRACTS EXTENDED THE TERMS OF THE AGREEMENTS”; authorizing the CityManager to execute said amendments as approved as to form by the City Attorney's Office.
Background:
In October 2022, the City adopted ordinances amending its purchasing and professional services procurementprocedures and adopted a new contracting & purchasing policy that became effective in early part of November2022.
Discussion and Analysis:
Due to the timing of the adopted new contracting and purchasing policy, and specifically its restrictive impacts onamendments of existing contracts and/or agreements, staff is recommending certain contract amendmentsextending the terms of the agreements. Staff’s inability to efficiently and effectively go through request for proposalprocesses due to the timing constraints and need for policy revision, staff is requesting a short-term extension (6 to12 months) of various city contracts. The contracts listed below reflects those that require prompt attention due toexpiration dates. The contractor and timeframe is as follows: Willdan (on-call engineering professional services) - 1 year extension. Issue RFP on or after July 1, 2023. Transtech (on-call engineering professional services) - 1 year extension. Issue RFP on or after July 1, 2023.SWA (on-call engineering services specific to water) - 1 year extension. Issue RFP on or after July 1, 2023.Infrastructure Engineers (on-call engineering professional services) - 1 year extension. Issue RFP on or afterJuly 1, 2023. SAFNA (on-call engineering services specific to water) - 1 year extension. Issue RFP on or after July 1, City Council Regular Meeting - Page 1226 of 1385
2023.The Kilkenny Group (public relations and public affairs services) - Extension through end of FY2022-2023.dSantana (on call architectural services) - 1 year extension. Issue RFP on or after July 1, 2023. Northstar Landcare (tree trimming and related services) - 1 year extension. Issue RFP on or after July 1,2023.Legislative Advocacy Group - 1 year extension. No formal RFP process necessary per procurementpolicy. The above is consistent with the discussion and recommendations made by the City's finance committee that met inearly December 2022. The City’s Finance & Administration Department will revisit the contracting & purchasing policy torecommend making adequate updates to present to Council for consideration by the end of this current fiscal year, June30, 2023.
Fiscal Impact:
The action recommended in this report will not have a fiscal impact on the City. Sufficient monies are included inthe current year’s budget to cover costs associated with extension of the contracts.
Coordinated With:
Finance & AdministrationCity Attorney’s Office
ATTACHMENTS:Description
Resolution
Willdan (on-call)
Transtech (on-call)
SWA (on-call)
Infrastructure Engineers
SAFNA
The Kilkenny Group
dSantana
Northstar Landcare
Legislative Advocacy Group 1st Amendment
City Council Regular Meeting - Page 1227 of 1385
RESOLUTION NO._________
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LYNWOOD
AUTHORIZING THE APPROVAL OF AMENDMENTS TO VARIOUS CITY
CONTRACTS EXTENDING TERMS OF THE AGREEMENTS
WHEREAS, in October 2022, the City adopted ordinances amending its purchasing and professional services procurement procedures and adopted a new contracting & purchasing policy. The amended ordinances became effective 30 days thereafter; and
WHEREAS, due to time constraints, the effective date of the new contracting & purchasing policy, and staff’s inability to efficiently and effectively go through request for proposal processes, staff is requesting a short-term extension (6 to 12 months) of various city contracts; and
WHEREAS, the contracts listed below reflects those that require immediate attention to be extended for the timeframe indicated.
Willdan - 1 year extension.
Transtech - 1 year extension.
SWA - 1 year extension.
Infrastructure Engineers - 1 year extension
SAFNA - 1 year extension.
The Kilkenny Group - Extension through 6/30/2023.
dSantana - 1 year extension.
Northstar Landcare - 1 year extension.
Legislative Advocacy Group - 1 year extension.
WHEREAS, the City’s Finance & Administration Department will revisit the contracting & purchasing policy to recommend making adequate updates to present to Council for consideration by the end of this current fiscal year, June 30, 2023.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LYNWOOD DOES HEREBY RESOLVE AND DETERMINE AS FOLLOWS:
Section 1. The City Council of the City of Lynwood hereby finds and declares that the foregoing recitals are true and correct, and incorporates them herein as findings and as a substantive part of this Resolution.
Section 2. The City Council approves the amendment of the City contracts listed above in this Resolution, extending the terms of the agreements as specified and authorizes the City Manager to execute said amendments in forms approved by the City Attorney.
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Section 3. Authorize the Mayor to execute the Resolution for and on behalf of the City of Lynwood.
Section 4. This Resolution shall take full force and effect immediately upon adoption by the City Council.
Section 5. The City Clerk shall certify as to the adoption of this City Council Resolution.
PASSED, APPROVED AND ADOPTED this 20th day of December, 2022.
_____________________________
Oscar Flores
Mayor
ATTEST:
______________________________ _____________________________ Maria Quinonez Ernie Hernandez
City Clerk City Manager
APPROVED AS TO FORM: APPROVED AS TO CONTENT:
___________________________ _____________________________ Noel Tapia Ernie Hernandez
City Attorney City Manager
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FIRST AMENDMENT TO THE TREE TRIMMING SERVICES AGREEMENT BETWEEN
NORTH STAR LAND CARE AND THE CITY OF LYNWOOD
This First Amendment (" First Amendment") is made as of May 3, 2022, by and between the City of Lynwood, a California municipal corporation (" City"), and North Star Land Care (" Contractor"). City and Contractor are sometimes hereinafter individually referred to as a " Party" and collectively referred to as the " Parties."
RECITALS
WHEREAS, the City of Lynwood and Contractor, have entered into an Agreement, dated July 16, 2019 (" Master Agreement"), which Master Agreement sets forth the terms and conditions for Tree Trimming, Maintenance and Inspection Services; and WHEREAS, under Section 3( B) of the Master Agreement sets forth a not- to- exceed annual compensation to Contractor in the amount of $ 600, 000; and WHEREAS, staff finds that additional tree services are needed relating to capital improvement projects as well as inclusion of additional grids to trim that exceed the annual compensation to Contractor; and
WHEREAS, Contractor is willing to provide services above the not- to- exceed compensation.
NOW, THEREFORE in consideration of mutual covenants and agreements hereinaffer contained, the parties hereto do hereby agree as follows:
1. That Section 3( B) Compensation is stricken and replaced as follows:
B. The total payment to Contractor pursuant to this Agreement shall not exceed Eight Hundred Fifty Thousand Dollars ($ 850, 000. 00) annually which shall be payable as set forth in the Scope of Work, attached as " Exhibit A," inclusive of any request for reimbursement, if any, submitted pursuant to Section C, below.
2. All other terms and conditions of said Master Agreement dated July 16, 2019 shall remain unchanged.
IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the Tree Trimming Services Master Agreement.
City Council Regular Meeting - Page 1370 of 1385
1111111,
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CITY:
143
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DATED: S' B :
Mayor
City of Lynwood
DATED: 511/ ZZ BY:
Noel Tapia
City Attorney
City of Lynwood
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DATED: X4. 1 BY: / 1
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ari Quinonez
City Clerk
City of Lynwood
CONSULTANT:
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DATED: - 5/_ 5/.-.2?- BY:
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North Star Land Care
City Council Regular Meeting - Page 1371 of 1385
1 FIRST AMENDMENT TO THE H. FRANCISCO LEAL dba LEGISLATIVE ADVOCACY GROUP PROFESSIONAL SERVICES AGREEMENT This First Amendment (“First Amendment”) to the agreement for legislative advocacy consulting services for the City of Lynwood, is entered into as of November 16, 2021, by and between the CITY OF LYNWOOD, a California municipal corporation (“City”), and H. FRANCISCO LEAL dba LEGISLATIVE ADVOCACY GROUP (“Consultant”). City and Consultant are sometimes individually referred to herein as a “Party,” and jointly as “Parties.” RECITALS A. The Parties entered into an agreement for legislative advocacy consulting services for the City of Lynwood on November 1, 2019 (hereinafter “Master Agreement”). B. The City and Consultant desire to amend the Master Agreement as set forth herein. NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein, the Parties agree as follows: Section 1. Term Section 2 of the Master Agreement entitled Term of Agreement, shall be amended in its entirety to read as follows: The Master Agreement shall terminate on December 31, 2022 (the “Termination Date”). Section 2. Incorporation of Agreement Except as expressly amended herein, all of the terms and conditions of the Master Agreement shall remain in full force and effect and are ratified by each Party. The Master Agreement and this First Amendment contain the entire Contract of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. The Parties agree that if any provisions of this First Amendment conflict with the Master Agreement, then the provisions of this First Amendment shall prevail. If any portion of this First Amendment is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. Section 3. Corporate Authority The persons executing this First Amendment on behalf of the Parties hereto warrant that (i) such Party is duly organized and existing, (ii) they are duly authorized to execute and deliver this First Amendent on behalf of said Party, (iii) by so executing this First Amendment, such Party is formally bound to the provisions of this First City Council Regular Meeting - Page 1372 of 1385
2 Amendment, and (iv) the entering into this First Amendment does not violate any provision of any other agreement to which said Party is bound. IN WITNESS WHEREOF, the Parties enter into this First Amendment effective immediately. CITY OF LYNWOOD H. Francisco Leal dba Legislative Advocacy Group (“CITY”) (“CONSULTANT”) ____________________________ ____________________________ Marisela Santana H. Francisco Leal Mayor Date: ___________ Date: ___________ ATTEST: By: ______________________________ Maria Quinonez, City Clerk APPROVED AS TO FORM: By: ______________________________ Noel Tapia, City Attorney City Council Regular Meeting - Page 1373 of 1385
3 City Council Regular Meeting - Page 1374 of 1385
Agenda Item # 23.
AGENDA STAFF REPORT
DATE: December 20, 2022
TO: Honorable Mayor and Members of the City Council
APPROVED BY: Ernie Hernandez, City Manager
PREPARED BY: Maria Quinonez, City ClerkSilvia Pineda, Assistant to the City Clerk SUBJECT: MAYORAL APPOINTMENTS
Recommendation:
Staff recommends that the Mayor and Council review and appoint delegates and alternates for the variousorganizations and committees, and direct staff to notify said organizations on the appointments.
Background:
Members of the City Council serve on various municipal organizations that require representation of governmentofficers. This participation allows the City to receive beneficial information and resources. Previously, the Mayorhas made appointments to these organizations, with approval and ratification of members of the City Council.
Discussion and Analysis:
The list of Municipal Organizations and Committees annually updated are:California Contract Cities AssociationCity Selection Committee (Mayor is mandated Delegate and may appoint an Alternate)County Sanitation District (Mayor is mandated Delegate and may appoint an Alternate)Gateway Cities Council of GovernmentGreater LA Vector Control DistrictHub Cities Consortium I-710 EIR/EIS Project Committee - Gateway Cities Council of GovernmentIndependent Cities AssociationIndependent Cities Lease Finance Authority League of California CitiesLynwood Unified School District Board Meetings National League of Cities So. California Council of Government (SCAG)Transportation Committee - Gateway Cities Council of Government (SELAC) City Council Regular Meeting - Page 1375 of 1385
Water Replenishment District of So. CA. As a result of the City Council's recent reorganization, the list of appointments should be updated. Fair Political Practices Commission (FPPC)In March 2012, the Fair Political Practices Commission amended FPPC Regulation 18705.5 (renumbered to18702.5 in 2015) to allow a Public Official to participate in a decision that would appoint him/herself to an externalboard position, under a specific condition. The conditions are set forth in FPPC Regulation 18702.5. To implement FPPC Regulation 18705.5 (renumbered as 18702.5), in May 2012, the FPPC adopted Form 806(Agency Report of Public Official Appointments) that may be used by the City to report additional compensationthat officials receive when appointing themselves to positions on committees, boards, or commissions of a publicagency, special district, and joint powers agency or authority. This form is to completed by the City and posted onits website, and updated as changes occur. Once mayoral appointments are made, they will be added to the Form 806, which will be posted on the City'swebsite. Additionally, members will be responsible to submit a Form 700 for every organization they are appointedto.
Fiscal Impact:
There is no fiscal impact.
Coordinated With:
N/A
ATTACHMENTS:Description
Mayoral Appointments 2023
City Council Regular Meeting - Page 1376 of 1385
Updated as of 06/21/2022
Mayoral Appointments to Intergovernmental Organizations - 2023
NAME OF ORGANIZATION
DESCRIPTION OF ORGANIZATION
MEETING
DATE AND
TIME
APPOINTED
DELEGATE
APPOINTED
ALTERNATE
1. CALIFORNIA CONTRACT CITIES
ASSOCIATION
11027 Downey Ave.
Downey, CA 90241
Contact: Sharon Olivito
(562) 622-5533
(562) 622-9555 Fax
One-year term:
Expires: 12/2023
Comprised of member cities that contract major
municipal services on an as needed basis, such
as police services, fire services, animal control,
public works, and/or building and safety.
Mail correspondence regarding appointments to
contact.
No stipend.
3rd Wednesday
6:30 p.m.
Alternated
between member
city sites
COUNCIL
MEMBER FLORES
MAYOR
CASANOVA
2. CITY SELECTION COMMITTEE
Contact: Nyla Jefferson, Senior Board
Specialist
500 W. Temple St. Room B50
Los Angeles, CA 90012
(213) 974-1431 phone
(213) 633-5102 fax
One year term:
Expires: 12/2023
Appoints City representatives to various
organizations such as MTA, South Coast Air
Quality Management District LAFCO, and the
County Library Commission.
Mail correspondence regarding appointments to
contact.
No stipend.
(Proxy must be completed and faxed to committee
when Mayor is not attending. This is handled by
CM’s Office.)
Usually Held After
League of CA
Cities.
(Quarterly)
1st Thursday
MAYOR
CASANOVA
COUNCIL
MEMBER
SANTANA
3. COUNTY SANITATION DISTRICT #1
1955 Workman Mill Road, Whittier,
CA 90601
(562) 699-7411
www.lacsd.org
Contact: Kim Compton
(562) 908-4288 ext. 1101
(562) 699-5422 Fax
[email protected]
One year term:
Expires: 12/2023
The Sanitation Districts provide environmentally
sound, cost-effective wastewater and solid waste
management. The Districts construct, operate,
and maintain facilities to collect, treat, recycle, and dispose of waste water and industrial waste.
E-mail contact regarding appointments. Also mail
contact certification of appointment, include
minutes of City Council meeting and Form 700 for
incoming delegate and outgoing delegate and
“AB1234 Ethics Training” certificate.
Delegates receive $125 per meeting stipend.
2nd Wednesday
1:30 p.m.
MAYOR PRO TEM
SOLACHE
COUNCIL
MEMBER
SANTANA
City Council Regular Meeting - Page 1377 of 1385
Updated as of 06/21/2022
NAME OF ORGANIZATION
DESCRIPTION OF ORGANIZATION
MEETING
TIME
APPOINTED
DELEGATE
APPOINTED
ALTERNATE
4. GATEWAY CITIES COUNCIL OF
GOVERNMENT (SELAC)
Richard Powers, Executive
16401 Paramount Blvd, Paramount,
CA 90723
(562)663-6850
(562) 634-8216 Fax
Contact: Jena Thompson
(562) 663-6850
[email protected]
Term: Up to Mayor’s Discretion
Serves as an advocate in representing the
members of the Gateway Cities Council of
Governments at the Regional State, and Federal
levels on issues of importance to Southeast Los
Angeles County. Serves as a forum for the review,
consideration, study, development and
recommendation of public policies and plans with
regional significance such as Transportation
Planning & Funding Economic Development and
Air Quality.
E-mail contact regarding appointments. Delegates
receive $125 per meeting stipend. Delegate and
Alternate must submit assuming office and
leaving office statements (Form 700).
1st Wednesday
6:00 p.m.
Office 16401
Paramount Blvd,
CA 90723
COUNCIL
MEMBER
SANTANA
COUNCIL
MEMBER SOTO
5. GREATER LA VECTOR CONTROL
DISTRICT
(S E Mosquito Abatement District)
12545 Florence Ave.
Santa Fe Springs, CA 90670 (562)
944-9656
Contact: Ms. Truc Dever, Director of
Community Affairs/Board
Administrator
Two year term:
Expires: 12/2024
Non-enterprise, independent, special district,
enabled and empowered to act as a public health
agency as a result of legislation incorporated in the
California State Health and Safety Code. One of
five mosquito and vector control district in Los
Angeles County.
Mail correspondence regarding appointments to
contact.
Delegates receive $100 per meeting stipend.
(Appointed Trustee must submit Form 700 and
copy of “AB 1234 Ethics Training” certificate.)
2nd Thursday
7:00 p.m.
Same Location
MAYOR
CASANOVA
(Appt. must be a 2
or 4 year term and
must be specified
in writing)
COUNCIL
MEMBER SOTO
(No alternate
required)
6. HUB CITIES CONSORTIUM
2577 Zoe Ave.
Huntington Park, CA 90255
(323) 586-4700
(323) 586-4701 Fax
Contact: Marisol Nieto
(323) 586-4729
Term:
Expires: 12/2023
Provides a comprehensive system of training
placement and career planning for job seekers
throughout Southern California. Offers services
for businesses and employers such as human
resource and counseling services, labor market
information and economic development services
Mail correspondence regarding appointments to
contact.
Delegates receive $250 per meeting stipend.
3rd Thursday
5:15 p.m.
MAYOR PRO TEM
SOLACHE
COUNCIL
MEMBER
SANTANA
City Council Regular Meeting - Page 1378 of 1385
Updated as of 06/21/2022
NAME OF ORGANIZATION
DESCRIPTION OF ORGANIZATION
MEETING
TIME
APPOINTED
DELEGATE
APPOINTED
ALTERNATE
7. I-710 EIR/EIS Project Committee –
GATEWAY CITIES COUNCIL OF
GOVERNMENT (SELAC)
16401 Paramount Blvd.
Paramount, CA 90723
(562) 663-6850
(562) 634-8216 Fax
Contact: Jena Thompson
[email protected]
Subcommittee – Delegates receive $100 stipend
per meeting
As Needed Basis
Office 16401
Paramount Blvd,
CA 90723
COUNCIL
MEMBER
SANTANA
COUNCIL
MEMBER SOTO
8. INDEPENDENT CITIES
ASSOCIATION
Post Office Box 1750, Palmdale, CA
93590-1750 (877) 906-0941
(661) 285-0481 Fax
Contact: Debbie Smith
(877) 906-0941
[email protected]
Term:
Expires: 12/2023
Maintains public/private partnerships with carefully
selected public and private sector organizations for
the purpose of furthering the interest of all
concerned.
E-mail contact regarding appointments.
No stipend.
2nd Thursday at
quarterly intervals.
7:00-9:00 p.m.
Member cities
serve as a host.
MAYOR PRO TEM
SOLACHE
MAYOR
CASANOVA
9. INDEPENDENT CITIES FINANCE
AUTHORITY
Post Office Box 1750, Palmdale, CA
93590-1750 (877) 906-0941
Contact: Debbie Smith
(877) 906-0941
[email protected]
Term:
Expires: 12/2023
An unaffiliated Joint Powers Authority, which is an
independent governmental entity made up of
several cities and counties. Authorized to provide
funding to governmental entities for the purpose of
financing equipment and capital improvement;
provide down payment and closing cost assistance
to qualified homebuyers; and, finance the purchase
of the manufactured home communities. E -mail
contact regarding appointments. Delegate receive
$150 per meeting stipend ($600 maximum per
year).
2nd Wednesday
12 Noon (Meet as
Needed)
Member cities
serve as a host.
MAYOR PRO TEM
SOLACHE
COUNCIL
MEMBER
SANTANA
City Council Regular Meeting - Page 1379 of 1385
Updated as of 06/21/2022
NAME OF ORGANIZATION
DESCRIPTION OF ORGANIZATION
MEETING
TIME
APPOINTED
DELEGATE
APPOINTED
ALTERNATE
10 LEAGUE OF CA. CITIES
1400 K Street, Sacramento, CA
95814
(916) 658-8200
Contact: Rob Corinke
(562) 912-3483
[email protected]
One year term:
Expires: 12/2023
Association of California city officials who work
together to enhance their knowledge and skills,
exchange information, and combine resources so
that they may influence decisions that affect cities.
E-mail contact regarding appointments.
No stipend.
1st Thursday
6:00 p.m.
Quiet Cannon
Country Club
Montebello
COUNCIL
MEMBER FLORES
MAYOR
CASANOVA
11 LYNWOOD UNIFIED SCHOOL
DISTRICT BOARD MEETING
11321 Bullis Road, Lynwood, CA
90262
(310)886-1600
Expires: 12/2023
Provides leadership and citizen oversight to the
students within the district. Establishes visions and
directs policies and goals.
No stipend.
2nd & 4th Thursday
5:00 p.m.
LUSD Board
Room
MAYOR PRO TEM
SOLACHE
COUNCIL
MEMBER
FLORES
12 NATIONAL LEAGUE OF CITIES
(202) 626-3100
Expires: 12/2023
Oldest and largest national organization
representing municipal governments throughout
the United States. Serves as a resource to and an
advocate for more than 19,000 cities, villages, and
towns it represents.
No stipend.
To Be Announced COUNCIL
MEMBER
SANTANA
COUNCIL
MEMBER
FLORES
13 SO. CA ASSN. COUNCIL OF
GOVERNMENT (SCAG)
818 W. 7th Street, 12th Flr.
Los Angeles, CA 90017
(213) 236-1800
Contact: Debbie Salcido
(213) 236-1993
[email protected]
Expires: 12/2023
Largest of 700 councils of government in the United
States functioning as th e Metropolitan Planning
Organization for six counties Los Angeles, Orange,
San Bernardino, Riverside, Ventura, and Imperial.
As the designated Metropolitan Planning
Organization, the Association of Governments is
mandated by the federal government to resea rch
and draw up plans for transportation, growth
management, hazardous waste management and
air quality.
E-mail contact regarding appointments. Delegates
receive $120 per meeting stipend.
Regional Council
1st Thursday
12:30 p.m. – 2:00
p.m.
Transportation
and
Communication
Committee
1st Thursday 9:30
a.m. – 11:30 a.m.
MAYOR PRO TEM
SOLACHE
COUNCIL
MEMBER
SANTANA
City Council Regular Meeting - Page 1380 of 1385
Updated as of 06/21/2022
Council Members Ad Hoc Committees 2023
AD HOC COMMITTEE DEPARTMENT MEMBERS
COMMUNITY & ECONOMIC
DEVELOPMENT
Community Development COUNCIL MEMBER SOTO & MAYOR
CASANOVA
NAME OF ORGANIZATION
DESCRIPTION OF ORGANIZATION
MEETING
TIME
APPOINTED
DELEGATE
APPOINTED
ALTERNATE
14 Transportation Committee –
GATEWAY CITIES COUNCIL OF
GOVERNMENT (SELAC)
16401 Paramount Blvd.
Paramount, CA 90723
(562) 663-6850
(562) 634-8216 Fax
Contact: Jena Thompson
[email protected]
Term: Up to Mayor’s Discretion
Expires: 12/2023
Subcommittee – No Stipend 1st Wednesday
6:00 p.m.
Office 16401
Paramount Blvd,
CA 90723
COUNCIL
MEMBER
SANTANA
MAYOR
CASANOVA
15 WATER REPLENISHMENT
DISTRICT OF SO. CALIF.
4040 Paramount Blvd., Lakewood,
CA 90723
(562) 921-5521
Contact: Abigail Andom, Board
Secretary
[email protected]
Term:
Expires: 12/2023
Plays an integral role in overall water resource
management in southern Los Angeles County,
Manages groundwater for nearly four million
residents in 43 cities of southern Los Angeles
County.
E-mail contact regarding appointments.
No stipend.
1st & 3rd Thursday
at 11:00 a.m.
COUNCIL
MEMBER FLORES
MAYOR PRO
TEM SOLACHE
City Council Regular Meeting - Page 1381 of 1385
Updated as of 06/21/2022
INFRASTRUCTURE & ROADWAYS Public Works COUNCIL MEMBER SANTANA & MAYOR
PRO TEM SOLACHE
POLICY & BUDGET/STATE AUDIT Finance & Administration Services MAYOR CASANOVA & COUNCIL MEMBER FLORES
City Council Regular Meeting - Page 1382 of 1385
Agenda Item # 24.
AGENDA STAFF REPORT
DATE: December 20, 2022
TO: Honorable Mayor and Members of the City Council
APPROVED BY: Ernie Hernandez, City Manager
PREPARED BY: Maria Quinonez, City ClerkSilvia Pineda, Assistant to the City Clerk SUBJECT: REVIEW OF BOARD, COMMISSION AND COMMITTEE MEMBERS & ANNUALBOARDS, COMMISSIONS AND COMMITTEES LOCAL APPOINTMENT LIST Recommendation:
Staff recommends that the City Council review the list of Board and Commission members. Currently, there are atotal of 10 vacancies on the various Boards and Commissions including: two vacancies for the CommunityDevelopment Block Grant Board, two vacancies for the Public Safety/Traffic & Parking Commission, twovacancies for the Personnel Board, two vacancies for the Planning Commission and two vacancies for theCitizens Oversight Committee. In accordance with the rules outlined below, the City Council may make anyadjustments to these Boards and Commissions, as it deems appropriate.
Additionally, staff recommends that the City Council direct staff to post the attached annual City of LynwoodBoards and Commission Appointment List pursuant to Government Code Section 54970 requirements.
Background:
Attached is the City of Lynwood Boards and Commissions Appointment List. Government Code Section 54970, known as the Maddy Act, requires the City Council to annually, by December 31st of each year, prepare a list of allregular and ongoing boards, commissions and committees, which are appointed by the City Council of the City ofLynwood, with the name of the incumbent appointee, the date of the appointment, the date the term expires and thenecessary qualifications of the positions. The Maddy Act requires that this list be posted at a accessible publiclocation and be available to members of the public Discussion and Analysis:
Lynwood Municipal Code Subsection 2-12.4 specifies the appointment and term of members:a. Candidates for appointment to subsidiary public bodies shall be nominated by a council member and confirmed by avote of the council. The appointed and confirmed candidates shall serve on the subsidiary public bodies to which they City Council Regular Meeting - Page 1383 of 1385
have been appointed until the earlier of: 1. A replacement is presented to the council for confirmation by the appointing council member; 2. The appointing council member's term in office has ended; or 3. The resignation of an appointee. b. Members of subsidiary public bodies shall hold office until their successors are appointed, qualified and take office. c. Any and all provisions of this code relating to terms of office for members of subsidiary public bodies are herebyrepealed and shall be governed by the provisions of this section. (Ord. #1584, §1) LMC Subsection 2-12.1 (a)(2) states “The city council may remove any member of any commission, board or committeeat any time and without cause; provided, however, that any action of the city council to remove a member of the personnelboard from office prior to the expiration of his term shall not be effective unless approved by at least four (4)councilmembers.” Fiscal Impact:
There is no fiscal impact.
Coordinated With:
N/A
ATTACHMENTS:Description
Appointment List - Maddy Act 2023
City Council Regular Meeting - Page 1384 of 1385
BOARD, COMMISSION AND COMMITTEE APPOINTMENTS LIST THROUGH DECEMBER 31, 2023 In compliance with the requirement of the Maddy Act, pursuant to Government Code Section 54972, the following is a list of the City of Lynwood’s Boards and Commission members whose terms run through Decembe r 31, 2023. The qualifications necessary to be appointed to a Board or Commission include being a resident of the City of Lynwood and at least 18 year s of age. Appointment dates are shown following each name.
CDBG BOARD PUBLIC SAFETY/TRAFFIC
& PARKING COMMISSION
PERSONNEL BOARD PLANNING COMMISSION CITIZEN OVERSIGHT
COMMITTEE
Meets the 1st Wednesday of
each month at 6:00 p.m. in
designated location on an as
needed basis
Director: Gabriel Linares
Staff: Suzanne Trejo
Meets the 4th Thursday of each
month at 6:00 p.m. in
designated location on an as
needed basis
Director: Julian Lee
Staff: Laura Ochoa
Meets the 3rd Thursday of
each month at 5:00 p.m. in
designated location
Director: Patrick Matson
Staff: Maria Salas
Meets the 2nd Tuesday of
each month at 6:00 p.m. in
designated location
Director: Gabriel Linares
Staff: Anel Zarate
Meets the 4th Wednesday of
each month at 6:00 p.m. in
designated location
Director: Gabriel Linares
Staff: Suzanne Trejo
SYLVIA RAMIREZ
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Flores
FRANK CARRASCO
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Flores
DEONDRA TISDALE
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Flores
ARTURO RAMIREZ
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Flores
DANIEL SALAZAR
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Flores
CHRISTOPHER ACOSTA
Appointment Date:
04/05/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Pro Tem Soto
EFREN LOPEZ
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Pro Tem Soto
ROSEMILLIE LOPEZ
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Pro Tem Soto
KENNETH WEST
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Pro Tem Soto
ANDREA LOPEZ
Re-Appointment Date:
1/18/2022
Term Expires: 12/31/2022
Appointed by:
Mayor Pro Tem Soto
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Camacho
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Camacho
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Camacho
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Camacho
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Camacho
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Munoz-
Guevara
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Munoz-
Guevara
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Munoz-
Guevara
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Munoz-
Guevara
VACANT
Appointment Date:
Term Expires: 12/31/2023
Appointed by:
Council Member Munoz-
Guevara
YOLANDA RODRIGUEZ-
GONZALEZ
Re-Appointment Date:
12/15/2021
Term Expires: 12/31/2022
Appointed by:
Council Member Solache
JOE BATTLE
Appointment Date:
01/05/2022
Term Expires: 12/31/2022
Appointed by:
Council Member Solache
GARY HARDIE
Re-Appointment Date:
12/15/2021
Term Expires: 12/31/2022
Appointed by:
Council Member Solache
ROBERT GOMEZ
Appointment Date:
04/05/2022
Term Expires: 12/31/2022
Appointed by:
Council Member Solache
BRENDA RIVERA
Re-Appointment Date:
12/15/2021
Term Expires: 12/31/2022
Appointed by:
Council Member Solache
Updated: 12/12/22
City Council Regular Meeting - Page 1385 of 1385
This Agenda contains a brief general description of each item to be considered. Copies of the Staff reports orother written documentation relating to each item of business referred to on the Agenda are on file in the Office ofthe City Clerk and are available for public inspection. Any person who has a question concerning any of theagenda items may call the City Manager at (310) 603-0220, ext. 200. Procedures for Addressing the Council IN ORDER TO EXPEDITE CITY COUNCIL BUSINESS, WE ASK THAT ALL PERSONS WISHING TO ADDRESS THECOUNCIL SUBMIT YOUR COMMENTS IN ADVANCE TO [email protected] OR FILL OUT A FORMPROVIDED AT THE PODIUM, AND TO TURN IT IN TO THE CITY CLERK PRIOR TO THE START OF THEMEETING. FAILURE TO FILL OUT SUCH A FORM WILL PROHIBIT YOU FROM ADDRESSING THE COUNCIL INTHE ABSENCE OF THE UNANIMOUS CONSENT OF THE COUNCIL.
AGENDALynwood Housing AuthorityTO BE HELD ON December 20, 2022 COUNCIL CHAMBERS - 11350 BULLIS RD. LYNWOOD, CA 90262 or Web conference viaZOOM - To participate via Zoom or by telephone: 1-669-900-9128 or 1-253-215-8782 MeetingID: 835 2029 8238Duly Posted on 12/17/22 By MQ6:00 PM
1. CALL TO ORDER
2. CERTIFICATION OF AGENDA POSTING BY SECRETARY
3. ROLL CALL OF MEMBERS
Oscar Flores, ChairRita Soto, Vice ChairGabriela Camacho, CommissionerJuan Munoz-Guevara, CommissionerJose Luis Solache, Commissioner
PUBLIC ORAL COMMUNICATIONS
(Regarding Agenda Items Only)
NON-AGENDA PUBLIC ORAL COMMUNICATIONS
THIS PORTION PROVIDES AN OPPORTUNITY FOR THE PUBLIC TO ADDRESS THE LYNWOOD HOUSINGAUTHORITY ON ITEMS WITHIN THE JURISDICTION OF THE LYNWOOD HOUSING AUTHORITY AND NOTLISTED ON THE AGENDA. IF AN ITEM IS NOT ON THE AGENDA, THERE SHOULD BE NO SUBSTANTIALDISCUSSION OF THE ISSUE BY LYNWOOD HOUSING AUTHORITY, BUT LYNWOOD HOUSING AUTHORITY MAYREFER THE MATTER TO STAFF OR SCHEDULE SUBSTANTIVE DISCUSSION FOR A FUTURE MEETING. (TheRalph M. Brown Act, Government Code Section 54954.2 (a).) Lynwood Housing Authority - Page 1 of 9
CONSENT CALENDAR
ALL MATTERS LISTED UNDER THE CONSENT CALENDAR WILL BE ACTED UPON BY ONE MOTIONAFFIRMING THE ACTION RECOMMENDED ON THE AGENDA. THERE WILL BE NO SEPARATE DISCUSSION ONTHESE ITEMS PRIOR TO VOTING UNLESS MEMBERS OF THE COUNCIL OR STAFF REQUEST SPECIFICITEMS TO BE REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION.
4. APPROVAL OF THE WARRANT REGISTER-LHA
Comments:
City of Lynwood Housing Authority warrant register dated December 20, 2022 for FY 2022-2023.(FIN) Recommendation:
Staff respectfully recommends that the Lynwood Housing Authority approve the warrant registerdated December 20, 2022 for FY 2022-2023.
ADJOURNMENT
THE LYNWOOD HOUSING AUTHORITY MEETINGS WILL BE POSTED AS NEEDED. THENEXT MEETING WILL BE HELD IN THE COUNCIL CHAMBERS OF THE CITY HALL ANNEX,11350 BULLIS ROAD, CITY OF LYNWOOD, CALIFORNIA.
Lynwood Housing Authority - Page 2 of 9
Agenda Item # 4.
AGENDA STAFF REPORT
DATE: December 20, 2022
TO: Honorable Mayor and Members of the City Council
APPROVED BY: Ernie Hernandez, City Manager
PREPARED BY: Harry Wong, Director of Finance & Administration Lilly Hampton, Senior Accounting Technician SUBJECT: APPROVAL OF THE WARRANT REGISTER-LHA
Recommendation:
Staff respectfully recommends that the Lynwood Housing Authority approve the warrant register dated December20, 2022 for FY 2022-2023.
Background:
N/A
Discussion and Analysis:
N/A
Fiscal Impact:
FY 2022-2023
Coordinated With:
City ManagerCity Attorney
Lynwood Housing Authority - Page 3 of 9
ATTACHMENTS:Description
WARRANT RUN 12 20 2022 LHA
RESOLUTION ITEM
Lynwood Housing Authority - Page 4 of 9
vchlist
12/14/2022
Bank code:
Voucher
10014
1005243
5:14:07PM
lhaus2
Date Vendor
Electronic Financial Transaction List
Lynwood Housing Authority
Invoice PO#
10/11/2022 012364 LYNWOOD FAMILY APARTMENTS, LP 15 11-002195 11/22/2022 011941 ZIONS BANK DIVISION
2 Vouchers for bank code :
2 Vouchers in this report
lhaus2
LPFA2019A-102522
LPFA-2019A-102522
02-002621
02-002621
Page : 1
Description/Account Amount
ATLANTIC HOUSING PROJECT 438,872.11
Total: 438,872.11
DEBT SERVICE PAYMENT 272,287.38
DEBT SERVICE PAYMENT 2,203,031.65
Total: 2,475,319.03
Bank total: 2,914,191.14
Total vouchers: 2,914,191.14
Page: 1
Lynwood Housing Authority - Page 5 of 9
vchlist
12/15/2022 11 :33:45AM
Bank code: lhaus2
Voucher Date Vendor
10291 12/20/2022 007223 COX, CASTLE & NICHOLSON LLP
10292 12/20/2022 003547 KANE, BALLMER & BERKMAN
10293 12/20/2022 012487 KEALOHA CORP.
10294 12/20/2022 011941 ZIONS BANK DIVISION
4 Vouchers for bank code :
4 Vouchers in this report
lhaus2
Check List
Lynwood Housing Authority
Invoice PO#
553128 11-002202
554937 11-002202
27576 11-002203
1029 11-002165
10950
Page: 2
Description/Account Amount
LEGAL SERVICES 1,193.70
LEGAL SERVICES 397.90
Total : 1,591.60
LEGAL SERVICES 350.00
Total : 350.00
PROF & CONTRACTUAL SERVICE 2,925.00
Total : 2,925.00
ADMINISTRATION FEE 1,750.00
Total: 1,750.00
Bank total : 6,616.60
Total vouchers : 6,616.60
Page: 2
Lynwood Housing Authority - Page 6 of 9
vchlist
12/15/2022
Bank code:
Voucher
5525
3:46:38PM
sa usb
Date Vendor
12/20/2022 007860 THE PUN GROUP, LLP
1 Vouchers for bank code :
1 Vouchers in this report
sa_usb
Check List
Successor Agency of the Lynwood Redevelopment Agency
Invoice PO#
--------- -------
113629-A 02 -002652
Description/Account
PROF & CONTRACTUAL SERVICES
Total :
Bank total:
Total vouchers :
Page: 3
Amount
223.50
223.50
223.50
223.50
Page: 3
Lynwood Housing Authority - Page 7 of 9
1 RESOLUTION NO. 2022.XXX
LHA - Warrant Register Dated 12-20-2022
PASSED, APPROVED and ADOPTED this 20th day of December, 2022.
Oscar Flores, Chair
ATTEST:
_________________________
Maria Quiňonez, Ernie Hernandez,
Secretary Executive Director
APPROVED AS TO FORM:
Noel Tapia,
Authority Counsel
Lynwood Housing Authority - Page 8 of 9
2 STATE OF CALIFORNIA )
) §
COUNTY OF LOS ANGELES )
I, Maria Quiňonez, the undersigned, City Clerk of the City of Lynwood/Secretary to the Lynwood Housing Authority, do hereby certify that the foregoing Resolution was passed and adopted by the Lynwood Housing Authority of the City of Lynwood at a regular meeting held on the _20th day of December, 2022, and passed by the following vote:
AYES: COMMISSIONERS MUNOZ, SOLACHE, VICE CHAIR SOTO AND CHAIR FLORES
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
__________________________
Maria Quiňonez,
Secretary
STATE OF CALIFORNIA )
) §
COUNTY OF LOS ANGELES )
I, Maria Quiňonez, the undersigned, City Clerk of the City of Lynwood/Secretary to the Lynwood Housing Authority, do hereby certify that the above foregoing is a full, true and correct copy of Lynwood Housing Authority Resolution No. 2022.XXX on file in my office and that said Resolution was adopted on the date and by the vote therein stated.
Dated this __20h day of December 2022.
____________________________
Maria Quiňonez,
Secretary
Lynwood Housing Authority - Page 9 of 9
This Agenda contains a brief general description of each item to be considered. Copies of the Staff reports orother written documentation relating to each item of business referred to on the Agenda are on file in the Office ofthe City Clerk and are available for public inspection. Any person who has a question concerning any of theagenda items may call the City Manager at (310) 603-0220, ext. 200. Procedures for Addressing the Council IN ORDER TO EXPEDITE CITY COUNCIL BUSINESS, WE ASK THAT ALL PERSONS WISHING TO ADDRESS THECOUNCIL SUBMIT YOUR COMMENTS IN ADVANCE TO [email protected] OR FILL OUT A FORMPROVIDED AT THE PODIUM, AND TO TURN IT IN TO THE CITY CLERK PRIOR TO THE START OF THEMEETING. FAILURE TO FILL OUT SUCH A FORM WILL PROHIBIT YOU FROM ADDRESSING THE COUNCIL INTHE ABSENCE OF THE UNANIMOUS CONSENT OF THE COUNCIL.
AGENDALynwood Public Financing AuthorityTO BE HELD ON December 20, 2022 COUNCIL CHAMBERS - 11350 BULLIS RD. LYNWOOD, CA 90262 or Web conference viaZOOM - To participate via Zoom or by telephone: 1-669-900-9128 or 1-253-215-8782 MeetingID: 835 2029 8238Duly Posted on 12/17/22 By MQ6:00 PM
1. CALL TO ORDER
2. CERTIFICATION OF AGENDA POSTING BY SECRETARY
3. ROLL CALL OF MEMBERS
Oscar Flores, PresidentRita Soto, Vice PresidentGabriela Camacho, MemberJuan Munoz-Guevara, MemberJose Luis Solache, Member
4. GOVERNMENT CODE SECTION 54954.3
Members of the City Council are also members of Lynwood Public Financing Authority, which isconcurrently convening with the City Council this evening and each Council Member is paid anAdditional Stipend of $100 for Attending the Lynwood Public Financing Authority Meeting. Further,the Authority is scheduled to meet four (4) timer per year. If additional meetings are required beyondthe scheduled four (4) meetings, the City Council will only get paid for the first four(4) meetings.
PUBLIC ORAL COMMUNICATIONS
(Regarding Agenda Items Only)
NON-AGENDA PUBLIC ORAL COMMUNICATIONS
Lynwood Public Financing Authority - Page 1 of 29
THIS PORTION PROVIDES AN OPPORTUNITY FOR THE PUBLIC TO ADDRESS THE LYNWOOD PUBLICFINANCING AUTHORITY ON ITEMS WITHIN THE JURISDICTION OF THE LYNWOOD PUBLIC FINANCINGAUTHORITY AND NOT LISTED ON THE AGENDA. IF AN ITEM IS NOT ON THE AGENDA, THERE SHOULD BE NOSUBSTANTIAL DISCUSSION OF THE ISSUE BY LYNWOOD PUBLIC FINANCING AUTHORITY, BUT LYNWOODPUBLIC FINANCING AUTHORITY MAY REFER THE MATTER TO STAFF OR SCHEDULE SUBSTANTIVEDISCUSSION FOR A FUTURE MEETING. (The Ralph M. Brown Act, Government Code Section 54954.2 (a).)
CONSENT CALENDAR
ALL MATTERS LISTED UNDER THE CONSENT CALENDAR WILL BE ACTED UPON BY ONE MOTIONAFFIRMING THE ACTION RECOMMENDED ON THE AGENDA. THERE WILL BE NO SEPARATE DISCUSSION ONTHESE ITEMS PRIOR TO VOTING UNLESS MEMBERS OF THE COUNCIL OR STAFF REQUEST SPECIFICITEMS TO BE REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION.
5. TREASURER'S MONTHLY INVESTMENT REPORT
Comments:
The purpose of this item is to have the Honorable President and Members of the Public FinanceAuthority review the Treasurer’s Monthly Investment Report as required by State Statutes. (CT) Recommendation:
The following is the Investment Report for the month ending November 30, 2022. This report isprovided to ensure City Council is informed of the Department’s investment activities. The reportsatisfies the recommended reporting requirements of the City of Lynwood, which addresses theCity Council’s request for monthly financial information. It is recommended that the City Council for the City of Lynwood receive and file the attached MonthlyInvestment Report.
ADJOURNMENT
THE LYNWOOD PUBLIC FINANCE AUTHORITY MEETINGS WILL BE POSTED ASNEEDED. THE NEXT MEETING WILL BE HELD IN THE COUNCIL CHAMBERS OF CITYHALL ANNEX, 11350 BULLIS ROAD, CITY OF LYNWOOD, CALIFORNIA.
Lynwood Public Financing Authority - Page 2 of 29
Agenda Item # 5.
AGENDA STAFF REPORT
DATE: December 20, 2022
TO: Honorable President and Members of the Public Finance Authority APPROVED BY: Ernie Hernandez, City Manager
PREPARED BY: Sheila Harding, Deputy City Treasurer
SUBJECT: TREASURER'S MONTHLY INVESTMENT REPORT
Recommendation:
The following is the Investment Report for the month ending November 30, 2022. This report is provided to ensureCity Council is informed of the Department’s investment activities. The report satisfies the recommendedreporting requirements of the City of Lynwood, which addresses the City Council’s request for monthly financialinformation. It is recommended that the City Council for the City of Lynwood receive and file the attached Monthly Investment Report.
Background:
Government Code Section 53607, last amended 1996, with reference to the reporting of investment transactionsstates that the Treasurer shall make a monthly report of those transaction to the legislative body. GovernmentCode Section 53646 (b) (1), last amended 2004, with reference to discussion related to establishment of anInvestment Policy and investment reporting states that “the Treasurer may render a quarterly report”. To determinethe applicable code inasmuch as reference to Government Code Section 53607 or non-compliance thereof hasnever been included in past audit findings. While Government Code Section 53646 (b) (1) which is the mostcurrent version related to Investment Reporting utilizes the word “may” indicating the reporting mechanism isoptional, to err on the side of caution, and in order to ensure that we are in compliance with all Government Codes,a new procedure of submitting monthly reports to the Council/Agency agenda was implemented. Attached forCouncil/Agency review is the City’s/Agency’s Monthly Treasurer’s Report.
Discussion and Analysis:
The investment transactions were executed in accordance with the City's Investment Policy and the CaliforniaState Government Code Section 5346(b)(3) that requires the general fund is able to meet its expenditurerequirements for the next six months.
Lynwood Public Financing Authority - Page 3 of 29 Agenda Item # 2 Fiscal Impact:
The action recommended in this report will not have a fiscal impact on the City.
Coordinated With:
FHN Financial Main Street Advisors currently monitors the City’s investment activities.
ATTACHMENTS:Description
ACTIVITY & SUMMARY REPORT - NOVEMBER 2022
CNBC ECONOMIC REPORT - NOVEMBER 2022
FHN ECONOMIC REPORT - NOVEMBER 2022
Lynwood Public Financing Authority - Page 4 of 29 Agenda Item # 2
ACTIVITY & PERFORMANCE SUMMARY
NOVEMBER 2022
1 The following is the City’s cash flow and the monthly investment report. The monthly report includes a summary of the City’s investment portfolio, a monthly review of the investment market as prepared by the investment managers and detailed information on monthly transactions, cash flows and investments by issuer.
FHN Investment Advisors manage the portion of investments not invested by LAIF (State Local Agency Investment Fund).
The tables below provide key statistics regarding the City’s cash flow and investment portfolio as of November 30, 2022.
Type Balances Held
Cash - US Bank $45,764,544.11
Cash - JPMorgan Chase Bank $7,977,966.31
Local Agency Investment Fund $9,595,678.13
FHN Investment Advisors/BNY $25,718,384.70
TOTAL $89,056,573.25
FHN ACCOUNT SUMMARY
30-Nov 31-Oct
Market Value $35,314,063 $35,094,932
Book Value $36,466,189 $36,421,280
Variance ($1,152,126) ($1,326,348)
Par Value $36,492,754 $36,455,459
Net Asset Value $96.84 $96.36
Book Yield 2.35% 2.23%
Market Yield 3.88% 3.89%
Years to Maturity 1.75 1.74
Effective Duration 1.45 1.49
FHN INVESTMENT COMPLIANCE
% %
Company Book Value of
Portfolio
of
Total
US Treasuries 6,499,739.57 17.82% 100%
US Federal Agencies 10,447,960.11 28.65% 100%
Supranational Obligations $0.00 0% 30%
LAIF 9,595,678.13 26.31% 75%
Commercial Paper 1,473,614.48 4.04% 25%
Money Market Funds 45,076.33 0.12% 20%
Negotiable Certificates of Deposit 4,915,536.83 13.48% 30% Corporate Obligations 3,488,583.58 9.57% 30%
State and Local Governments $0.00 0% 100%
Lynwood Public Financing Authority - Page 5 of 29 Agenda Item # 2
ACTIVITY & PERFORMANCE SUMMARY
NOVEMBER 2022
2 All of the City’s rated investments were rated “A” or higher by at least two rating agencies on November 2022.
The City’s investments comply with its current investment policy, which emphasizes the safety, liquidity, and return of its investments, allowing the city to meet its expenditures for the next six months.
PURCHASES & MATURITIES
PURCHASE(S)
SETTLEMENT
DATE NAME TRANSACTION
TYPE ISSUER PAR VALUE MARKET
VALUE RATING
30-Nov-22 FHLMC Purchase US Agency 500,000.00 501,190.00 Aaa/AA+
REDEMPTION(S)
MATURITY
DATE NAME TRANSACTION
TYPE ISSUER REDEMPTION COUPON
RATE INTEREST
11-Nov-22 Credit Agricole,
NY Maturity Comm. Paper 500,000.00 0.00% 0
FHN INCOME EARNED SUMMARY
November
Month End
Fiscal Year to
Date
INTEREST
Interest Received/Purchased. 37,295.62 184,424.19
Plus Accrued Interest at End of Period 124,829.88 124,829.88 Less Accrued Interest at Beginning of Period -116,217.39 -74,680.06 Interest Earned During Period 45,908.11 234,574.01
Total Adjustments for Amortization/Accretion 7,613.54 17,545.24 Total Capital Gains or Losses 0.00 0.00
Total Earnings During Period 53,521.65 252,119.25
Lynwood Public Financing Authority - Page 6 of 29 Agenda Item # 2 CNBC – NOVEMBER 2022
KEY POINTS
Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday.
The payrolls number was well above the 200,000 estimate, while the unemployment rate was in line.
Average hourly earnings jumped 0.6% for the month, double the estimate, and 5.1% annually versus the 4.6% expectation.
Job growth was much better than expected in November despite the Federal Reserve’s aggressive efforts to slow the labor market and tackle inflation.
Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday. Economists surveyed by Dow Jones had been looking for an increase of 200,000 on the payrolls number and 3.7% for the jobless rate.
The monthly gain was a slight decrease from October’s upwardly revised 284,000. A broader measure of unemployment that includes discouraged workers and those holding part-time jobs for economic reasons edged lower to 6.7%.
The numbers likely will do little to slow a Fed that has been raising interest rates steadily this year to bring down inflation still running near its highest level in more than 40 years. The rate increases have brought the Fed’s benchmark overnight borrowing rate to a target range of 3.75%-4%.
In another blow to the Fed’s anti -inflation efforts, average hourly earnings jumped 0.6% for the month, double the Dow Jones estimate. Wages were up 5.1% on a year-over-year basis; also well above the 4.6% expectation.
The Dow Jones Industrial Average fell as much as 350 points after the report on worries the hot jobs data could make the Fed even more aggressive. However, stocks shaved most of their losses as the trading session neared its close. Treasury yields initially jumped on the jobs news before turning mixed later.
Leisure and hospitality led the job gains, adding 88,000 positions.
Other sector gainers included health care (45,000), government (42,000) and other services, a category that includes personal and laundry services and which showed a total gain of 24,000. Social assistance saw a rise of 23,000, which the Labor Department said brings the sector back to where it was in February 2020 before the Covid pandemic.
Construction added 20,000 positions, while information was up 19,000 and manufac turing saw a gain of 14,000.
On the downside, retail establishments reported a loss of 30,000 positions heading into what is expected to be a busy holiday shopping season. Transportation and warehousing also saw a decline, down 15,000.
The numbers come as the Fed has raised rates half a dozen times this year, including four consecutive
0.75 percentage point increases.
Lynwood Public Financing Authority - Page 7 of 29 Agenda Item # 2 CNBC – NOVEMBER 2022
Despite the moves, job gains had been running strong this year if a bit lower than the rapid pace of 2021.
On monthly basis, payrolls have be en up an average of 392,000 against 562,000 for 2021. Demand for labor continues to outstrip supply, with about 1.7 positions open for every available worker.
Fed Chairman Jerome Powell earlier this week said the job gains are “far in excess of the pace needed to accommodate population growth over time” and said wage pressures are contributing to inflation. “To be clear, strong wage growth is a good thing. But for wage growth to be sustainable, it needs to be consistent with 2 percent inflation,” he said during a speech Wednesday in Washington, D.C.
Markets expect the Fed to raise its benchmark interest rate by 0.5 percentage point when it meets later this month. That is likely to be followed by a few more increases in 2023 before the central bank can pause to see how its policy moves are impacting the economy, according to current market pricing and statements from several central bank officials.
Friday’s numbers had little impact on rate expectations, with traders assigning a nearly 80% probability that the Fed would step down to a half-point increase, according to CME Group data.
Powell has stressed the importance of getting labor force participation back to its pre -pandemic level.
However, the November reports showed that participation fell one-tenth of a percentage point to 62.1%, tied for the lowest level of the year as the labor force fell by 186,000 and is now slightly below the February 2020 level.
Lynwood Public Financing Authority - Page 8 of 29 Agenda Item # 2 Monthly Economic and Market Update
November 2022
Lynwood Public Financing Authority - Page 9 of 29 Agenda Item # 2 Economic and Market Update
*Estimates for the current quarter/month, some data are lagged Sources: FHN Main Street and Bloomberg 11/30/2022
Item 11/30/2022 10/31/2022 Change
U.S. Payrolls Monthly Change 263,000 284,000 (21,000)
Unemployment Rate 3.7% 3.7% 0.0%
Labor Force Participation 62.1% 62.2% (0.1%)
Effective Fed Funds Rate 3.83% 3.08% 0.75%
2 Year T-Note 4.31% 4.49% (0.17%)
3 Month T-Bill 4.35% 4.07% 0.28%
3 Year T-Note 4.05% 4.44% (0.39%)
5 Year T-Note 3.74% 4.23% (0.49%)
10 Year T-Note 3.61% 4.05% (0.44%)
U.S. Fed Debt Avg Yield* 2.20% 2.10% 0.10%
30 Year Mortgage Rate 6.67% 5.83% 0.84%
1-5 Yr Agency Spread 0.11% 0.08% 0.03%
1-5 Yr A-AAA Corporate Spread 0.62% 0.83% (0.21%)
Dow Jones 34,590 32,733 5.7%
S&P 500 4,080 3,872 5.4%
Consumer Price Index YOY* 7.8% 7.7% 0.1%
U.S. Avg Regular Unleaded $3.47 $3.76 ($0.29)
Retail Sales YOY* 7.7% 8.3% (0.6%)
Case-Shiller Home Prices YOY* 10.4% 13.1% (2.6%)
Consumer Confidence 100.2 102.2 (2.0)
Gold (per ounce) $1,768.52 $1,633.56 $134.96
Dollar Index 105.95 111.53 (5.58)
2 Lynwood Public Financing Authority - Page 10 of 29 Agenda Item # 2 Economic and Market Update
* Real Rate (Inflation Adjusted)
Source: Bureau of Economic Analysis
Estimate: Bloomberg's Survey of Economists
As of: 11/30/2022
11/30/2022
-1.4
5.2 4.7
1.8 3.3
2.3 1.3
0.6 2.4
1.2 2.4
2.0 1.7
2.0 3.4
4.1 2.8
2.8 2.9
0.7 2.2
2.7 3.6
1.8 -4.6
-29.9
35.3 3.9
6.3 7.0
2.7 7.0
-1.6
-0.6
2.9 0.5
0.0 -0.1
0.6 -45
-35
-25
-15
-5
5 15
25 35
45 Q1 2014
Q2 2014
Q3 2014
Q4 2014
Q1 2015
Q2 2015
Q3 2015
Q4 2015
Q1 2016
Q2 2016
Q3 2016
Q4 2016
Q1 2017
Q2 2017
Q3 2017
Q4 2017
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Q1 2019
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
Q3 2020
Q4 2020
Q1 2021
Q2 2021
Q3 2021
Q4 2021
Q1 2022
Q2 2022
Q3 2022
Q4 2022
Q1 2023
Q2 2023
Q3 2023
Percent
U.S. GDP (Quarter over Quarter Annualized)*
Estimates
3 Lynwood Public Financing Authority - Page 11 of 29 Agenda Item # 2 Economic and Market Update
Source: Bureau of Labor Statistics
12 Month Average Job Change 408,000
11/30/2022
-22
-20
-18
-16
-14
-12
-10
-8
-6
-4
-2
0 2
4 6
May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Nov-22
Millions
U.S. Monthly Non-Farm Payrolls Change
-25.0
-20.0
-15.0
-10.0
-5.0
0.0 5.0
10.0 15.0
20.0 May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Nov-22
Millions
U.S. Monthly Non-Farm Payrolls YOY Change
4 Lynwood Public Financing Authority - Page 12 of 29 Agenda Item # 2 Economic and Market Update
Source: Bureau of Labor Statistics
11/30/2022
0 5
10 15
20 25
30 May-18
Jul-18
Sep-18
Nov-18
Jan-19
Mar-19
May-19
Jul-19
Sep-19
Nov-19
Jan-20
Mar-20
May-20
Jul-20
Sep-20
Nov-20
Jan-21
Mar-21
May-21
Jul-21
Sep-21
Nov-21
Jan-22
Mar-22
May-22
Jul-22
Sep-22
Nov-22
Percent
Unemployment Rates
U.S.A Nevada California Idaho Washington Hawaii Oregon Utah 5 Lynwood Public Financing Authority - Page 13 of 29 Agenda Item # 2 Economic and Market Update
Source: Bureau of Labor Statistics
11/30/2022
128
130
132
134
136
138
140
142
144
146
148
150
152
154
156
Nov-12
Jun-13
Jan-14
Aug-14
Mar-15
Oct-15
May-16
Dec-16
Jul-17
Feb-18
Sep-18
Apr-19
Nov-19
Jun-20
Jan-21
Aug-21
Mar-22
Oct-22
Millions
U.S. Number of Employed
Full-Time and Part-Time
60.0 60.5
61.0 61.5
62.0 62.5
63.0 63.5
64.0 Nov-12
Jun-13
Jan-14
Aug-14
Mar-15
Oct-15
May-16
Dec-16
Jul-17
Feb-18
Sep-18
Apr-19
Nov-19
Jun-20
Jan-21
Aug-21
Mar-22
Oct-22
Percent
U.S. Labor Force Participation Rate
6 Lynwood Public Financing Authority - Page 14 of 29 Agenda Item # 2 Economic and Market Update
Source: Department of Labor and Bloomberg
11/30/2022
Weekly Initial Jobless Claims is the actual number of people who have filed for Unemployment benefits for the first time. The following five eligibility criteria must be met in order to file for unemployment benefits: 1. Meet the requirements of time worked during a 1 year period (full time or not). 2. Become unemployed through no fault of your own (cannot be fired). 3. Must be able to work; no physical or mental holdbacks. 4. Must be available for work. 5. Must be actively seeking work.
0.0 0.5
1.0 1.5
2.0 2.5
3.0 3.5
4.0 4.5
5.0 5.5
6.0 1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
Millions
Weekly Initial Jobless Claims
(4 Week Moving Average)
7 Lynwood Public Financing Authority - Page 15 of 29 Agenda Item # 2 Economic and Market Update
*Real: Inflation Adjusted
Source: U.S. Census Bureau Source: Conference Board
11/30/2022
-30
-20
-10
0 10
20 30
40 50
60 May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Percent
U.S. Real* Retail Sales YOY % Change
40 50
60 70
80 90
100
110
120
130
140
May-12
Nov-12
May-13
Nov-13
May-14
Nov-14
May-15
Nov-15
May-16
Nov-16
May-17
Nov-17
May-18
Nov-18
May-19
Nov-19
May-20
Nov-20
May-21
Nov-21
May-22
Nov-22
Index Value
U.S. Consumer Confidence
8 Lynwood Public Financing Authority - Page 16 of 29 Agenda Item # 2 Economic and Market Update
CPIX: Consumer Price Index, excluding food and energy PCEC: Personal Consumption Expenditure Core Source: Bureau of Labor Statistics and Bureau of Economic Analysis 11/30/2022
0.0 1.0
2.0 3.0
4.0 5.0
6.0 7.0
8.0 9.0
10.0 May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Percent
CPI and CPIX YOY % Change
CPI
CPIX
0.0 1.0
2.0 3.0
4.0 5.0
6.0 7.0
8.0 May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Percent
PCE and PCEC YOY % Change
PCE
PCEC
9 Lynwood Public Financing Authority - Page 17 of 29 Agenda Item # 2 Economic and Market Update
Sources: New (U.S. Census Bureau),Existing (National Assoc. of Realtors) Source: Case-Shiller Seasonally Adjusted Annual Rate
11/30/2022
0 2
4 6
8 10
12 14
16 18
20 22
24 Jun-14
Nov-14
Apr-15
Sep-15
Feb-16
Jul-16
Dec-16
May-17
Oct-17
Mar-18
Aug-18
Jan-19
Jun-19
Nov-19
Apr-20
Sep-20
Feb-21
Jul-21
Dec-21
May-22
YOY Percent
Case-Shiller 20 City U.S. Home Price Index
YOY % Increase
200
300
400
500
600
700
800
900
1,000
1,100
3.0 3.5
4.0 4.5
5.0 5.5
6.0 6.5
7.0 May-14
Nov-14
May-15
Nov-15
May-16
Nov-16
May-17
Nov-17
May-18
Nov-18
May-19
Nov-19
May-20
Nov-20
May-21
Nov-21
May-22
New-Thousands
Existing-Millions
U.S. New and Existing Home Sales
Existing-Left
New-Right
10 Lynwood Public Financing Authority - Page 18 of 29 Agenda Item # 2 Economic and Market Update
Source: U.S. Treasury
11/30/2022
$12
$13
$14
$15
$16
$17
$18
$19
$20
$21
$22
$23
$24
$25
$26
$27
$28
$29
$30
$31
$32
$33
Nov-12
May-13
Nov-13
May-14
Nov-14
May-15
Nov-15
May-16
Nov-16
May-17
Nov-17
May-18
Nov-18
May-19
Nov-19
May-20
Nov-20
May-21
Nov-21
May-22
Trillions
U.S. Federal Debt Outstanding
1.3 1.5
1.7 1.9
2.1 2.3
2.5 2.7
Nov-12
May-13
Nov-13
May-14
Nov-14
May-15
Nov-15
May-16
Nov-16
May-17
Nov-17
May-18
Nov-18
May-19
Nov-19
May-20
Nov-20
May-21
Nov-21
May-22
Percent
U.S. Treasury Interest Bearing Debt Avg Rate
11 Lynwood Public Financing Authority - Page 19 of 29 Agenda Item # 2 Economic and Market Update
Fed Funds Anticipated Rate from the September 21, 2022 FOMC Meeting Source: Bloomberg
11/30/2022
2.00 2.50
3.00 3.50
4.00 4.50
5.00 5.50
Dec-2022
Jan-2023
Feb-2023
Mar-2023
Apr-2023
May-2023
Jun-2023
Jul-2023
Aug-2023
Sep-2023
Oct-2023
Nov-2023
Dec-2023
Jan-2024
Feb-2024
Mar-2024
Apr-2024
May-2024
Jun-2024
Jul-2024
Aug-2024
Sep-2024
Oct-2024
Nov-2024
Dec-2024
Jan-2025
Feb-2025
Mar-2025
Apr-2025
May-2025
Jun-2025
Jul-2025
Aug-2025
Sep-2025
Oct-2025
Nov-2025
Dec-2025
Jan-2026
Percent
Fed Funds FuturesFed's Anticipated Rates
Fed Funds Futures
12 Lynwood Public Financing Authority - Page 20 of 29 Agenda Item # 2 Economic and Market Update
Source: Bloomberg
Figures may not total due to rounding
3M
Maturity
-0.174.494.312Y
0.084.644.711Y
0.144.544.686M
0.284.074.35
3.61 4.05 -0.44
Change10/31/2211/30/22
11/30/2022
3Y 4.05 4.44 -0.39
30Y 3.74 4.17 -0.43
5Y 3.74 4.23 -0.49
10Y
0.0 0.5
1.0 1.5
2.0 2.5
3.0 3.5
4.0 4.5
5.0 3M 6M 1Y 2Y 3Yr 5Y 10Y 30Y
Percent
U.S. Treasury Yield Curve Change
11/30/22
10/31/22
-60
-50
-40
-30
-20
-10
0 10
20 30
40 3M
6M
1Y
2Y
3Yr
5Y
10Y
30Y
Basis Points
Basis Point Change
13 Lynwood Public Financing Authority - Page 21 of 29 Agenda Item # 2 Economic and Market Update
Source: Bloomberg
11/30/2022
0.00 0.25
0.50 0.75
1.00 1.25
1.50 1.75
2.00 2.25
2.50 2.75
3.00 3.25
3.50 3.75
4.00 4.25
4.50 4.75
5.00 Nov-17
Feb-18
May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Nov-22
Percent
U.S. Treasury Yields: 3M and 1Y
1Y
3M
0.00 0.25
0.50 0.75
1.00 1.25
1.50 1.75
2.00 2.25
2.50 2.75
3.00 3.25
3.50 3.75
4.00 4.25
4.50 4.75
Nov-17
Feb-18
May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Nov-22
Percent
U.S. Treasury Yields: 2Y and 5Y
5Y
2Y
14 Lynwood Public Financing Authority - Page 22 of 29 Agenda Item # 2 Economic and Market Update
Source: Bloomberg
11/30/2022
0 1
2 3
4 5
6 7
8 9
10 11
12 13
14 15
16 17
18 19
20 21
Jan-54
Jan-56
Jan-58
Jan-60
Jan-62
Jan-64
Jan-66
Jan-68
Jan-70
Jan-72
Jan-74
Jan-76
Jan-78
Jan-80
Jan-82
Jan-84
Jan-86
Jan-88
Jan-90
Jan-92
Jan-94
Jan-96
Jan-98
Jan-00
Jan-02
Jan-04
Jan-06
Jan-08
Jan-10
Jan-12
Jan-14
Jan-16
Jan-18
Jan-20
Jan-22
Percent
U.S. Treasury Yields 2Yr and 5Yr - Fed Funds Target Rate 5Yr
2Yr
Fed Funds
15 Lynwood Public Financing Authority - Page 23 of 29 Agenda Item # 2 Economic and Market Update
Source: Bloomberg
11/30/2022
Global Treasury Rates
2 Year Yields 5 Year Yields 10 Year Yields
-0.03%
0.83%
2.11%
2.14%
2.20%
2.37%
2.66%
3.11%
3.26%
3.87%
4.31%
-2.0% 0.0% 2.0% 4.0%
Japan
Switzlnd
Germany
Portugal
France
Spain
Italy
Australia
England
Canada
USA
0.11%
0.94%
1.93%
2.21%
2.31%
2.50%
3.16%
3.25%
3.28%
3.35%
3.74%
-1.0% 1.0% 3.0% 5.0%
Japan
Switzlnd
Germany
France
Portugal
Spain
Canada
England
Australia
Italy
USA
0.25%
1.08%
1.93%
2.40%
2.87%
2.94%
2.94%
3.16%
3.53%
3.61%
3.87%
0.0% 1.0% 2.0% 3.0% 4.0% 5.0%
Japan
Switzlnd
Germany
France
Portugal
Canada
Spain
England
Australia
USA
Italy
16 Lynwood Public Financing Authority - Page 24 of 29 Agenda Item # 2 Economic and Market Update
ICE BofAML Index (option adjusted spread vs. Treasury) ICE BofAML Index (option adjusted spread vs. Treasury) 1-5Yr Non-Callable Agency (GVPB) Corporate A-AAA Excluding Yankee (CVAC) Source: ICE BofAML Indices
11/30/2022
Current Spread is 11 Current Spread is 62
-20
0 20
40 60
80 100
120
140
160
180
200
Oct-08
Oct-09
Oct-10
Oct-11
Oct-12
Oct-13
Oct-14
Oct-15
Oct-16
Oct-17
Oct-18
Oct-19
Oct-20
Oct-21
Oct-22
Basis Points
Spread: 1-5Yr Agency vs Treasury
0 50
100
150
200
250
300
350
400
450
500
550
600
650
Oct-08
Oct-09
Oct-10
Oct-11
Oct-12
Oct-13
Oct-14
Oct-15
Oct-16
Oct-17
Oct-18
Oct-19
Oct-20
Oct-21
Oct-22
Basis Points
Spread: 1-5Yr A-AAA Corporate vs Treasury
17 Lynwood Public Financing Authority - Page 25 of 29 Agenda Item # 2 Economic and Market Update
*ICE BofAML Index (option adjusted spread vs. Treasury) *ICE BofAML Index (option adjusted spread vs. Treasury) AAA Rated ABS (R0A1) CMO Agency 0-3Yr PAC (CM1P)
Source: ICE BofAML Indices
11/30/2022
Current Spread is 113 Current Spread is 53
0 50
100
150
200
250
300
350
400
450
500
550
600
650
700
750
800
Oct-08
Oct-09
Oct-10
Oct-11
Oct-12
Oct-13
Oct-14
Oct-15
Oct-16
Oct-17
Oct-18
Oct-19
Oct-20
Oct-21
Oct-22
Basis Points
Spread: AAA Asset Backed vs Treasury
-150
-100
-50
0 50
100
150
200
250
300
Oct-08
Oct-09
Oct-10
Oct-11
Oct-12
Oct-13
Oct-14
Oct-15
Oct-16
Oct-17
Oct-18
Oct-19
Oct-20
Oct-21
Oct-22
Basis Points
Spread: 0-3Yr Agency CMO vs Treasury
18 Lynwood Public Financing Authority - Page 26 of 29 Agenda Item # 2 Economic and Market Update
Source: Bloomberg
11/30/2022
-4.7
-1.8
-0.5
0.3 0.7
1.8 2.1
3.6 3.6 3.8 4.0 4.0
5.5 5.6 5.9 6.0 6.1
7.1 8.5
11.9 13.2
14.3 (10)
(5)
0 5
10 15
20 Percent
Selected Sector Monthly Total Returns
19 Lynwood Public Financing Authority - Page 27 of 29 Agenda Item # 2 Economic and Market Update
Source: Bloomberg
11/30/2022
-30.8
-25.0
-18.5 -17.6 -14.8 -14.8 -14.3 -12.6 -10.7 -9.2 -8.9 -8.4 -6.2 -5.6 -4.2 -3.4 -0.2
0.6 2.3
11.3 26.3
46.6 (40)
(30)
(20)
(10)
0 10
20 30
40 50
60 Percent
Selected Sector Year-Over-Year Total Returns
20 Lynwood Public Financing Authority - Page 28 of 29 Agenda Item # 2 Economic and Market Update
Source: Bloomberg, FHN Main Street
11/30/2022
3.60 3.70
3.80 3.90
4.00 4.10
4.20 4.30
4.40 4.50
10/31/22
11/1/22
11/2/22
11/3/22
11/4/22
11/5/22
11/6/22
11/7/22
11/8/22
11/9/22
11/10/22
11/11/22
11/12/22
11/13/22
11/14/22
11/15/22
11/16/22
11/17/22
11/18/22
11/19/22
11/20/22
11/21/22
11/22/22
11/23/22
11/24/22
11/25/22
11/26/22
11/27/22
11/28/22
11/29/22
11/30/22
Percent
5 Year Treasury Note Yield
San Francisco Fed's Daly
Says Rate Pause Is Off
The Table
Fed Hikes Rates 75bps While
Emphasizing Higher
Terminal Rate
October CPI 0.4% MoM
Core 0.3%
FOMC Minutes
Emphasize Desire To
Slow Rate Hikes Soon
Powell Says Says the
Fed May Slow Down
Pace of Rate Hikes
21 Lynwood Public Financing Authority - Page 29 of 29 Agenda Item # 2 This Agenda contains a brief general description of each item to be considered. Copies of the Staff reports or other written documentation relating to each item of business referred to on the Agenda are on file in the Office of the City Clerk and are available for public inspection. Any person who has a question concerning any of the agenda items may call the City Manager at (310) 603-0220, ext. 200.
Procedures for Addressing the Council
IN ORDER TO EXPEDITE CITY COUNCIL BUSINESS, WE ASK THAT ALL PERSONS WISHING TO ADDRESS THE COUNCIL SUBMIT YOUR COMMENTS IN ADVANCE TO [email protected] OR FILL OUT A FORM
PROVIDED AT THE PODIUM, AND TO TURN IT IN TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. FAILURE TO FILL OUT SUCH A FORM WILL PROHIBIT YOU FROM ADDRESSING THE COUNCIL IN THE ABSENCE OF THE UNANIMOUS CONSENT OF THE COUNCIL.
AGENDA
City of Lynwood as Successor Agency
to the Lynwood Redevelopment Agency
TO BE HELD ON
December 20, 2022
COUNCIL CHAMBERS - 11350 BULLIS RD. LYNWOOD, CA 90262 or Web conference via ZOOM - To participate via Zoom or by telephone: 1-669-900-9128 or 1-253-215-8782 Meeting ID: 835 2029 8238
Duly Posted on 12/17/22 By MQ
6:00 PM
1. CALL TO ORDER
2. CERTIFICATION OF AGENDA POSTING BY SECRETARY
3. ROLL CALL OF MEMBERS
Oscar Flores, Mayor
Rita Soto, Mayor Pro Tem
Gabriela Camacho, Council Member
Juan Munoz-Guevara, Council Member
Jose Luis Solache, Council Member
PUBLIC ORAL COMMUNICATIONS
(Regarding Agenda Items Only)
NON-AGENDA PUBLIC ORAL COMMUNICATIONS
THIS PORTION PROVIDES AN OPPORTUNITY FOR THE PUBLIC TO ADDRESS THE LYNWOOD SUCCESSOR
AGENCY ON ITEMS WITHIN THE JURISDICTION OF THE LYNWOOD SUCCESSOR AGENCY AND NOT LISTED ON THE AGENDA. IF AN ITEM IS NOT ON THE AGENDA, THERE SHOULD BE NO SUBSTANTIAL DISCUSSION
OF THE ISSUE BY LYNWOOD SUCCESSOR AGENCY, BUT LYNWOOD SUCCESSOR AGENCY MAY REFER THE Lynwood Successor Agency - Page 1 of 29
MATTER TO STAFF OR SCHEDULE SUBSTANTIVE DISCUSSION FOR A FUTURE MEETING. (The Ralph M.Brown Act, Government Code Section 54954.2 (a).)
CONSENT CALENDAR
ALL MATTERS LISTED UNDER THE CONSENT CALENDAR WILL BE ACTED UPON BY ONE MOTIONAFFIRMING THE ACTION RECOMMENDED ON THE AGENDA. THERE WILL BE NO SEPARATE DISCUSSION ONTHESE ITEMS PRIOR TO VOTING UNLESS MEMBERS OF THE COUNCIL OR STAFF REQUEST SPECIFICITEMS TO BE REMOVED FROM THE CONSENT CALENDAR FOR SEPARATE ACTION.
4. TREASURER'S MONTHLY INVESTMENT REPORT
Comments:
The purpose of this item is to have the Honorable Mayor and the Lynwood City Council, asSuccessor to Lynwood Redevelopment Board review the Treasurer’s Monthly Investment Reportas required by State Statutes. (CT) Recommendation:
The following is the Investment Report for the month ending November 30, 2022. This report isprovided to ensure City Council is informed of the Department’s investment activities. The reportsatisfies the recommended reporting requirements of the City of Lynwood, which addresses theCity Council’s request for monthly financial information. It is recommended that the City Council for the City of Lynwood receive and file the attached MonthlyInvestment Report.
ADJOURNMENT
CITY OF LYNWOOD AS SUCCESSOR AGENCY TO THE LYNWOOD REDEVELOPMENTAGENCY MEETINGS WILL BE POSTED AS NEEDED. THE NEXT MEETING WILL BE HELDIN THE COUNCIL CHAMBERS OF CITY HALL ANNEX, 11350 BULLIS ROAD, CITY OFLYNWOOD, CALIFORNIA.
Lynwood Successor Agency - Page 2 of 29
Agenda Item # 4.
AGENDA STAFF REPORT
DATE: December 20, 2022
TO: Honorable Mayor and Members of Lynwood City Council, as Successor to LynwoodRedevelopment Board APPROVED BY: Ernie Hernandez, City Manager
PREPARED BY: Sheila Harding, Deputy City Treasurer
SUBJECT: TREASURER'S MONTHLY INVESTMENT REPORT
Recommendation:
The following is the Investment Report for the month ending November 30, 2022. This report is provided to ensureCity Council is informed of the Department’s investment activities. The report satisfies the recommendedreporting requirements of the City of Lynwood, which addresses the City Council’s request for monthly financialinformation. It is recommended that the City Council for the City of Lynwood receive and file the attached Monthly Investment Report.
Background:
Government Code Section 53607, last amended 1996, with reference to the reporting of investment transactionsstates that the Treasurer shall make a monthly report of those transaction to the legislative body. GovernmentCode Section 53646 (b) (1), last amended 2004, with reference to discussion related to establishment of anInvestment Policy and investment reporting states that “the Treasurer may render a quarterly report”. To determinethe applicable code inasmuch as reference to Government Code Section 53607 or non-compliance thereof hasnever been included in past audit findings. While Government Code Section 53646 (b) (1) which is the mostcurrent version related to Investment Reporting utilizes the word “may” indicating the reporting mechanism isoptional, to err on the side of caution, and in order to ensure that we are in compliance with all Government Codes,a new procedure of submitting monthly reports to the Council/Agency agenda was implemented. Attached forCouncil/Agency review is the City’s/Agency’s Monthly Treasurer’s Report.
Discussion and Analysis:
The investment transactions were executed in accordance with the City's Investment Policy and the CaliforniaState Government Code Section 5346(b)(3) that requires the general fund is able to meet its expenditurerequirements for the next six months.
Lynwood Successor Agency - Page 3 of 29
Fiscal Impact:
The action recommended in this report will not have a fiscal impact on the City.
Coordinated With:
FHN Financial Main Street Advisors currently monitors the City’s investment activities.
ATTACHMENTS:Description
ACTIVITY & SUMMARY REPORT - NOVEMBER 2022
CNBC ECONOMIC REPORT - NOVEMBER 2022
FHN ECONOMIC REPORT - NOVEMBER 2022
Lynwood Successor Agency - Page 4 of 29
ACTIVITY & PERFORMANCE SUMMARY
NOVEMBER 2022
1 The following is the City’s cash flow and the monthly investment report. The monthly report includes a summary of the City’s investment portfolio, a monthly review of the investment market as prepared by the investment managers and detailed information on monthly transactions, cash flows and investments by issuer.
FHN Investment Advisors manage the portion of investments not invested by LAIF (State Local Agency Investment Fund).
The tables below provide key statistics regarding the City’s cash flow and investment portfolio as of November 30, 2022.
Type Balances Held
Cash - US Bank $45,764,544.11
Cash - JPMorgan Chase Bank $7,977,966.31
Local Agency Investment Fund $9,595,678.13
FHN Investment Advisors/BNY $25,718,384.70
TOTAL $89,056,573.25
FHN ACCOUNT SUMMARY
30-Nov 31-Oct
Market Value $35,314,063 $35,094,932
Book Value $36,466,189 $36,421,280
Variance ($1,152,126) ($1,326,348)
Par Value $36,492,754 $36,455,459
Net Asset Value $96.84 $96.36
Book Yield 2.35% 2.23%
Market Yield 3.88% 3.89%
Years to Maturity 1.75 1.74
Effective Duration 1.45 1.49
FHN INVESTMENT COMPLIANCE
% %
Company Book Value of
Portfolio
of
Total
US Treasuries 6,499,739.57 17.82% 100%
US Federal Agencies 10,447,960.11 28.65% 100%
Supranational Obligations $0.00 0% 30%
LAIF 9,595,678.13 26.31% 75%
Commercial Paper 1,473,614.48 4.04% 25%
Money Market Funds 45,076.33 0.12% 20%
Negotiable Certificates of Deposit 4,915,536.83 13.48% 30% Corporate Obligations 3,488,583.58 9.57% 30%
State and Local Governments $0.00 0% 100%
Lynwood Successor Agency - Page 5 of 29
ACTIVITY & PERFORMANCE SUMMARY
NOVEMBER 2022
2 All of the City’s rated investments were rated “A” or higher by at least two rating agencies on November 2022.
The City’s investments comply with its current investment policy, which emphasizes the safety, liquidity, and return of its investments, allowing the city to meet its expenditures for the next six months.
PURCHASES & MATURITIES
PURCHASE(S)
SETTLEMENT
DATE NAME TRANSACTION
TYPE ISSUER PAR VALUE MARKET
VALUE RATING
30-Nov-22 FHLMC Purchase US Agency 500,000.00 501,190.00 Aaa/AA+
REDEMPTION(S)
MATURITY
DATE NAME TRANSACTION
TYPE ISSUER REDEMPTION COUPON
RATE INTEREST
11-Nov-22 Credit Agricole,
NY Maturity Comm. Paper 500,000.00 0.00% 0
FHN INCOME EARNED SUMMARY
November
Month End
Fiscal Year to
Date
INTEREST
Interest Received/Purchased. 37,295.62 184,424.19
Plus Accrued Interest at End of Period 124,829.88 124,829.88 Less Accrued Interest at Beginning of Period -116,217.39 -74,680.06 Interest Earned During Period 45,908.11 234,574.01
Total Adjustments for Amortization/Accretion 7,613.54 17,545.24 Total Capital Gains or Losses 0.00 0.00
Total Earnings During Period 53,521.65 252,119.25
Lynwood Successor Agency - Page 6 of 29
CNBC – NOVEMBER 2022
KEY POINTS
Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday.
The payrolls number was well above the 200,000 estimate, while the unemployment rate was in line.
Average hourly earnings jumped 0.6% for the month, double the estimate, and 5.1% annually versus the 4.6% expectation.
Job growth was much better than expected in November despite the Federal Reserve’s aggressive efforts to slow the labor market and tackle inflation.
Nonfarm payrolls increased 263,000 for the month while the unemployment rate was 3.7%, the Labor Department reported Friday. Economists surveyed by Dow Jones had been looking for an increase of 200,000 on the payrolls number and 3.7% for the jobless rate.
The monthly gain was a slight decrease from October’s upwardly revised 284,000. A broader measure of unemployment that includes discouraged workers and those holding part-time jobs for economic reasons edged lower to 6.7%.
The numbers likely will do little to slow a Fed that has been raising interest rates steadily this year to bring down inflation still running near its highest level in more than 40 years. The rate increases have brought the Fed’s benchmark overnight borrowing rate to a target range of 3.75%-4%.
In another blow to the Fed’s anti -inflation efforts, average hourly earnings jumped 0.6% for the month, double the Dow Jones estimate. Wages were up 5.1% on a year-over-year basis; also well above the 4.6% expectation.
The Dow Jones Industrial Average fell as much as 350 points after the report on worries the hot jobs data could make the Fed even more aggressive. However, stocks shaved most of their losses as the trading session neared its close. Treasury yields initially jumped on the jobs news before turning mixed later.
Leisure and hospitality led the job gains, adding 88,000 positions.
Other sector gainers included health care (45,000), government (42,000) and other services, a category that includes personal and laundry services and which showed a total gain of 24,000. Social assistance saw a rise of 23,000, which the Labor Department said brings the sector back to where it was in February 2020 before the Covid pandemic.
Construction added 20,000 positions, while information was up 19,000 and manufac turing saw a gain of 14,000.
On the downside, retail establishments reported a loss of 30,000 positions heading into what is expected to be a busy holiday shopping season. Transportation and warehousing also saw a decline, down 15,000.
The numbers come as the Fed has raised rates half a dozen times this year, including four consecutive
0.75 percentage point increases.
Lynwood Successor Agency - Page 7 of 29
CNBC – NOVEMBER 2022
Despite the moves, job gains had been running strong this year if a bit lower than the rapid pace of 2021.
On monthly basis, payrolls have be en up an average of 392,000 against 562,000 for 2021. Demand for labor continues to outstrip supply, with about 1.7 positions open for every available worker.
Fed Chairman Jerome Powell earlier this week said the job gains are “far in excess of the pace needed to accommodate population growth over time” and said wage pressures are contributing to inflation. “To be clear, strong wage growth is a good thing. But for wage growth to be sustainable, it needs to be consistent with 2 percent inflation,” he said during a speech Wednesday in Washington, D.C.
Markets expect the Fed to raise its benchmark interest rate by 0.5 percentage point when it meets later this month. That is likely to be followed by a few more increases in 2023 before the central bank can pause to see how its policy moves are impacting the economy, according to current market pricing and statements from several central bank officials.
Friday’s numbers had little impact on rate expectations, with traders assigning a nearly 80% probability that the Fed would step down to a half-point increase, according to CME Group data.
Powell has stressed the importance of getting labor force participation back to its pre -pandemic level.
However, the November reports showed that participation fell one-tenth of a percentage point to 62.1%, tied for the lowest level of the year as the labor force fell by 186,000 and is now slightly below the February 2020 level.
Lynwood Successor Agency - Page 8 of 29
Monthly Economic and Market Update
November 2022
Lynwood Successor Agency - Page 9 of 29
Economic and Market Update
*Estimates for the current quarter/month, some data are lagged Sources: FHN Main Street and Bloomberg 11/30/2022
Item 11/30/2022 10/31/2022 Change
U.S. Payrolls Monthly Change 263,000 284,000 (21,000)
Unemployment Rate 3.7% 3.7% 0.0%
Labor Force Participation 62.1% 62.2% (0.1%)
Effective Fed Funds Rate 3.83% 3.08% 0.75%
2 Year T-Note 4.31% 4.49% (0.17%)
3 Month T-Bill 4.35% 4.07% 0.28%
3 Year T-Note 4.05% 4.44% (0.39%)
5 Year T-Note 3.74% 4.23% (0.49%)
10 Year T-Note 3.61% 4.05% (0.44%)
U.S. Fed Debt Avg Yield* 2.20% 2.10% 0.10%
30 Year Mortgage Rate 6.67% 5.83% 0.84%
1-5 Yr Agency Spread 0.11% 0.08% 0.03%
1-5 Yr A-AAA Corporate Spread 0.62% 0.83% (0.21%)
Dow Jones 34,590 32,733 5.7%
S&P 500 4,080 3,872 5.4%
Consumer Price Index YOY* 7.8% 7.7% 0.1%
U.S. Avg Regular Unleaded $3.47 $3.76 ($0.29)
Retail Sales YOY* 7.7% 8.3% (0.6%)
Case-Shiller Home Prices YOY* 10.4% 13.1% (2.6%)
Consumer Confidence 100.2 102.2 (2.0)
Gold (per ounce) $1,768.52 $1,633.56 $134.96
Dollar Index 105.95 111.53 (5.58)
2 Lynwood Successor Agency - Page 10 of 29
Economic and Market Update
* Real Rate (Inflation Adjusted)
Source: Bureau of Economic Analysis
Estimate: Bloomberg's Survey of Economists
As of: 11/30/2022
11/30/2022
-1.4
5.2 4.7
1.8 3.3
2.3 1.3
0.6 2.4
1.2 2.4
2.0 1.7
2.0 3.4
4.1 2.8
2.8 2.9
0.7 2.2
2.7 3.6
1.8 -4.6
-29.9
35.3 3.9
6.3 7.0
2.7 7.0
-1.6
-0.6
2.9 0.5
0.0 -0.1
0.6 -45
-35
-25
-15
-5
5 15
25 35
45 Q1 2014
Q2 2014
Q3 2014
Q4 2014
Q1 2015
Q2 2015
Q3 2015
Q4 2015
Q1 2016
Q2 2016
Q3 2016
Q4 2016
Q1 2017
Q2 2017
Q3 2017
Q4 2017
Q1 2018
Q2 2018
Q3 2018
Q4 2018
Q1 2019
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
Q3 2020
Q4 2020
Q1 2021
Q2 2021
Q3 2021
Q4 2021
Q1 2022
Q2 2022
Q3 2022
Q4 2022
Q1 2023
Q2 2023
Q3 2023
Percent
U.S. GDP (Quarter over Quarter Annualized)*
Estimates
3 Lynwood Successor Agency - Page 11 of 29
Economic and Market Update
Source: Bureau of Labor Statistics
12 Month Average Job Change 408,000
11/30/2022
-22
-20
-18
-16
-14
-12
-10
-8
-6
-4
-2
0 2
4 6
May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Nov-22
Millions
U.S. Monthly Non-Farm Payrolls Change
-25.0
-20.0
-15.0
-10.0
-5.0
0.0 5.0
10.0 15.0
20.0 May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Nov-22
Millions
U.S. Monthly Non-Farm Payrolls YOY Change
4 Lynwood Successor Agency - Page 12 of 29
Economic and Market Update
Source: Bureau of Labor Statistics
11/30/2022
0 5
10 15
20 25
30 May-18
Jul-18
Sep-18
Nov-18
Jan-19
Mar-19
May-19
Jul-19
Sep-19
Nov-19
Jan-20
Mar-20
May-20
Jul-20
Sep-20
Nov-20
Jan-21
Mar-21
May-21
Jul-21
Sep-21
Nov-21
Jan-22
Mar-22
May-22
Jul-22
Sep-22
Nov-22
Percent
Unemployment Rates
U.S.A Nevada California Idaho Washington Hawaii Oregon Utah 5 Lynwood Successor Agency - Page 13 of 29
Economic and Market Update
Source: Bureau of Labor Statistics
11/30/2022
128
130
132
134
136
138
140
142
144
146
148
150
152
154
156
Nov-12
Jun-13
Jan-14
Aug-14
Mar-15
Oct-15
May-16
Dec-16
Jul-17
Feb-18
Sep-18
Apr-19
Nov-19
Jun-20
Jan-21
Aug-21
Mar-22
Oct-22
Millions
U.S. Number of Employed
Full-Time and Part-Time
60.0 60.5
61.0 61.5
62.0 62.5
63.0 63.5
64.0 Nov-12
Jun-13
Jan-14
Aug-14
Mar-15
Oct-15
May-16
Dec-16
Jul-17
Feb-18
Sep-18
Apr-19
Nov-19
Jun-20
Jan-21
Aug-21
Mar-22
Oct-22
Percent
U.S. Labor Force Participation Rate
6 Lynwood Successor Agency - Page 14 of 29
Economic and Market Update
Source: Department of Labor and Bloomberg
11/30/2022
Weekly Initial Jobless Claims is the actual number of people who have filed for Unemployment benefits for the first time. The following five eligibility criteria must be met in order to file for unemployment benefits: 1. Meet the requirements of time worked during a 1 year period (full time or not). 2. Become unemployed through no fault of your own (cannot be fired). 3. Must be able to work; no physical or mental holdbacks. 4. Must be available for work. 5. Must be actively seeking work.
0.0 0.5
1.0 1.5
2.0 2.5
3.0 3.5
4.0 4.5
5.0 5.5
6.0 1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
Millions
Weekly Initial Jobless Claims
(4 Week Moving Average)
7 Lynwood Successor Agency - Page 15 of 29
Economic and Market Update
*Real: Inflation Adjusted
Source: U.S. Census Bureau Source: Conference Board
11/30/2022
-30
-20
-10
0 10
20 30
40 50
60 May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Percent
U.S. Real* Retail Sales YOY % Change
40 50
60 70
80 90
100
110
120
130
140
May-12
Nov-12
May-13
Nov-13
May-14
Nov-14
May-15
Nov-15
May-16
Nov-16
May-17
Nov-17
May-18
Nov-18
May-19
Nov-19
May-20
Nov-20
May-21
Nov-21
May-22
Nov-22
Index Value
U.S. Consumer Confidence
8 Lynwood Successor Agency - Page 16 of 29
Economic and Market Update
CPIX: Consumer Price Index, excluding food and energy PCEC: Personal Consumption Expenditure Core Source: Bureau of Labor Statistics and Bureau of Economic Analysis 11/30/2022
0.0 1.0
2.0 3.0
4.0 5.0
6.0 7.0
8.0 9.0
10.0 May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Percent
CPI and CPIX YOY % Change
CPI
CPIX
0.0 1.0
2.0 3.0
4.0 5.0
6.0 7.0
8.0 May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Percent
PCE and PCEC YOY % Change
PCE
PCEC
9 Lynwood Successor Agency - Page 17 of 29
Economic and Market Update
Sources: New (U.S. Census Bureau),Existing (National Assoc. of Realtors) Source: Case-Shiller Seasonally Adjusted Annual Rate
11/30/2022
0 2
4 6
8 10
12 14
16 18
20 22
24 Jun-14
Nov-14
Apr-15
Sep-15
Feb-16
Jul-16
Dec-16
May-17
Oct-17
Mar-18
Aug-18
Jan-19
Jun-19
Nov-19
Apr-20
Sep-20
Feb-21
Jul-21
Dec-21
May-22
YOY Percent
Case-Shiller 20 City U.S. Home Price Index
YOY % Increase
200
300
400
500
600
700
800
900
1,000
1,100
3.0 3.5
4.0 4.5
5.0 5.5
6.0 6.5
7.0 May-14
Nov-14
May-15
Nov-15
May-16
Nov-16
May-17
Nov-17
May-18
Nov-18
May-19
Nov-19
May-20
Nov-20
May-21
Nov-21
May-22
New-Thousands
Existing-Millions
U.S. New and Existing Home Sales
Existing-Left
New-Right
10 Lynwood Successor Agency - Page 18 of 29
Economic and Market Update
Source: U.S. Treasury
11/30/2022
$12
$13
$14
$15
$16
$17
$18
$19
$20
$21
$22
$23
$24
$25
$26
$27
$28
$29
$30
$31
$32
$33
Nov-12
May-13
Nov-13
May-14
Nov-14
May-15
Nov-15
May-16
Nov-16
May-17
Nov-17
May-18
Nov-18
May-19
Nov-19
May-20
Nov-20
May-21
Nov-21
May-22
Trillions
U.S. Federal Debt Outstanding
1.3 1.5
1.7 1.9
2.1 2.3
2.5 2.7
Nov-12
May-13
Nov-13
May-14
Nov-14
May-15
Nov-15
May-16
Nov-16
May-17
Nov-17
May-18
Nov-18
May-19
Nov-19
May-20
Nov-20
May-21
Nov-21
May-22
Percent
U.S. Treasury Interest Bearing Debt Avg Rate
11 Lynwood Successor Agency - Page 19 of 29
Economic and Market Update
Fed Funds Anticipated Rate from the September 21, 2022 FOMC Meeting Source: Bloomberg
11/30/2022
2.00 2.50
3.00 3.50
4.00 4.50
5.00 5.50
Dec-2022
Jan-2023
Feb-2023
Mar-2023
Apr-2023
May-2023
Jun-2023
Jul-2023
Aug-2023
Sep-2023
Oct-2023
Nov-2023
Dec-2023
Jan-2024
Feb-2024
Mar-2024
Apr-2024
May-2024
Jun-2024
Jul-2024
Aug-2024
Sep-2024
Oct-2024
Nov-2024
Dec-2024
Jan-2025
Feb-2025
Mar-2025
Apr-2025
May-2025
Jun-2025
Jul-2025
Aug-2025
Sep-2025
Oct-2025
Nov-2025
Dec-2025
Jan-2026
Percent
Fed Funds FuturesFed's Anticipated Rates
Fed Funds Futures
12 Lynwood Successor Agency - Page 20 of 29
Economic and Market Update
Source: Bloomberg
Figures may not total due to rounding
3M
Maturity
-0.174.494.312Y
0.084.644.711Y
0.144.544.686M
0.284.074.35
3.61 4.05 -0.44
Change10/31/2211/30/22
11/30/2022
3Y 4.05 4.44 -0.39
30Y 3.74 4.17 -0.43
5Y 3.74 4.23 -0.49
10Y
0.0 0.5
1.0 1.5
2.0 2.5
3.0 3.5
4.0 4.5
5.0 3M 6M 1Y 2Y 3Yr 5Y 10Y 30Y
Percent
U.S. Treasury Yield Curve Change
11/30/22
10/31/22
-60
-50
-40
-30
-20
-10
0 10
20 30
40 3M
6M
1Y
2Y
3Yr
5Y
10Y
30Y
Basis Points
Basis Point Change
13 Lynwood Successor Agency - Page 21 of 29
Economic and Market Update
Source: Bloomberg
11/30/2022
0.00 0.25
0.50 0.75
1.00 1.25
1.50 1.75
2.00 2.25
2.50 2.75
3.00 3.25
3.50 3.75
4.00 4.25
4.50 4.75
5.00 Nov-17
Feb-18
May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Nov-22
Percent
U.S. Treasury Yields: 3M and 1Y
1Y
3M
0.00 0.25
0.50 0.75
1.00 1.25
1.50 1.75
2.00 2.25
2.50 2.75
3.00 3.25
3.50 3.75
4.00 4.25
4.50 4.75
Nov-17
Feb-18
May-18
Aug-18
Nov-18
Feb-19
May-19
Aug-19
Nov-19
Feb-20
May-20
Aug-20
Nov-20
Feb-21
May-21
Aug-21
Nov-21
Feb-22
May-22
Aug-22
Nov-22
Percent
U.S. Treasury Yields: 2Y and 5Y
5Y
2Y
14 Lynwood Successor Agency - Page 22 of 29
Economic and Market Update
Source: Bloomberg
11/30/2022
0 1
2 3
4 5
6 7
8 9
10 11
12 13
14 15
16 17
18 19
20 21
Jan-54
Jan-56
Jan-58
Jan-60
Jan-62
Jan-64
Jan-66
Jan-68
Jan-70
Jan-72
Jan-74
Jan-76
Jan-78
Jan-80
Jan-82
Jan-84
Jan-86
Jan-88
Jan-90
Jan-92
Jan-94
Jan-96
Jan-98
Jan-00
Jan-02
Jan-04
Jan-06
Jan-08
Jan-10
Jan-12
Jan-14
Jan-16
Jan-18
Jan-20
Jan-22
Percent
U.S. Treasury Yields 2Yr and 5Yr - Fed Funds Target Rate 5Yr
2Yr
Fed Funds
15 Lynwood Successor Agency - Page 23 of 29
Economic and Market Update
Source: Bloomberg
11/30/2022
Global Treasury Rates
2 Year Yields 5 Year Yields 10 Year Yields
-0.03%
0.83%
2.11%
2.14%
2.20%
2.37%
2.66%
3.11%
3.26%
3.87%
4.31%
-2.0% 0.0% 2.0% 4.0%
Japan
Switzlnd
Germany
Portugal
France
Spain
Italy
Australia
England
Canada
USA
0.11%
0.94%
1.93%
2.21%
2.31%
2.50%
3.16%
3.25%
3.28%
3.35%
3.74%
-1.0% 1.0% 3.0% 5.0%
Japan
Switzlnd
Germany
France
Portugal
Spain
Canada
England
Australia
Italy
USA
0.25%
1.08%
1.93%
2.40%
2.87%
2.94%
2.94%
3.16%
3.53%
3.61%
3.87%
0.0% 1.0% 2.0% 3.0% 4.0% 5.0%
Japan
Switzlnd
Germany
France
Portugal
Canada
Spain
England
Australia
USA
Italy
16 Lynwood Successor Agency - Page 24 of 29
Economic and Market Update
ICE BofAML Index (option adjusted spread vs. Treasury) ICE BofAML Index (option adjusted spread vs. Treasury) 1-5Yr Non-Callable Agency (GVPB) Corporate A-AAA Excluding Yankee (CVAC) Source: ICE BofAML Indices
11/30/2022
Current Spread is 11 Current Spread is 62
-20
0 20
40 60
80 100
120
140
160
180
200
Oct-08
Oct-09
Oct-10
Oct-11
Oct-12
Oct-13
Oct-14
Oct-15
Oct-16
Oct-17
Oct-18
Oct-19
Oct-20
Oct-21
Oct-22
Basis Points
Spread: 1-5Yr Agency vs Treasury
0 50
100
150
200
250
300
350
400
450
500
550
600
650
Oct-08
Oct-09
Oct-10
Oct-11
Oct-12
Oct-13
Oct-14
Oct-15
Oct-16
Oct-17
Oct-18
Oct-19
Oct-20
Oct-21
Oct-22
Basis Points
Spread: 1-5Yr A-AAA Corporate vs Treasury
17 Lynwood Successor Agency - Page 25 of 29
Economic and Market Update
*ICE BofAML Index (option adjusted spread vs. Treasury) *ICE BofAML Index (option adjusted spread vs. Treasury) AAA Rated ABS (R0A1) CMO Agency 0-3Yr PAC (CM1P)
Source: ICE BofAML Indices
11/30/2022
Current Spread is 113 Current Spread is 53
0 50
100
150
200
250
300
350
400
450
500
550
600
650
700
750
800
Oct-08
Oct-09
Oct-10
Oct-11
Oct-12
Oct-13
Oct-14
Oct-15
Oct-16
Oct-17
Oct-18
Oct-19
Oct-20
Oct-21
Oct-22
Basis Points
Spread: AAA Asset Backed vs Treasury
-150
-100
-50
0 50
100
150
200
250
300
Oct-08
Oct-09
Oct-10
Oct-11
Oct-12
Oct-13
Oct-14
Oct-15
Oct-16
Oct-17
Oct-18
Oct-19
Oct-20
Oct-21
Oct-22
Basis Points
Spread: 0-3Yr Agency CMO vs Treasury
18 Lynwood Successor Agency - Page 26 of 29
Economic and Market Update
Source: Bloomberg
11/30/2022
-4.7
-1.8
-0.5
0.3 0.7
1.8 2.1
3.6 3.6 3.8 4.0 4.0
5.5 5.6 5.9 6.0 6.1
7.1 8.5
11.9 13.2
14.3 (10)
(5)
0 5
10 15
20 Percent
Selected Sector Monthly Total Returns
19 Lynwood Successor Agency - Page 27 of 29
Economic and Market Update
Source: Bloomberg
11/30/2022
-30.8
-25.0
-18.5 -17.6 -14.8 -14.8 -14.3 -12.6 -10.7 -9.2 -8.9 -8.4 -6.2 -5.6 -4.2 -3.4 -0.2
0.6 2.3
11.3 26.3
46.6 (40)
(30)
(20)
(10)
0 10
20 30
40 50
60 Percent
Selected Sector Year-Over-Year Total Returns
20 Lynwood Successor Agency - Page 28 of 29
Economic and Market Update
Source: Bloomberg, FHN Main Street
11/30/2022
3.60 3.70
3.80 3.90
4.00 4.10
4.20 4.30
4.40 4.50
10/31/22
11/1/22
11/2/22
11/3/22
11/4/22
11/5/22
11/6/22
11/7/22
11/8/22
11/9/22
11/10/22
11/11/22
11/12/22
11/13/22
11/14/22
11/15/22
11/16/22
11/17/22
11/18/22
11/19/22
11/20/22
11/21/22
11/22/22
11/23/22
11/24/22
11/25/22
11/26/22
11/27/22
11/28/22
11/29/22
11/30/22
Percent
5 Year Treasury Note Yield
San Francisco Fed's Daly
Says Rate Pause Is Off
The Table
Fed Hikes Rates 75bps While
Emphasizing Higher
Terminal Rate
October CPI 0.4% MoM
Core 0.3%
FOMC Minutes
Emphasize Desire To
Slow Rate Hikes Soon
Powell Says Says the
Fed May Slow Down
Pace of Rate Hikes
21 Lynwood Successor Agency - Page 29 of 29